@clianta/sdk 1.3.0 → 1.4.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +16 -0
- package/dist/clianta.cjs.js +759 -631
- package/dist/clianta.cjs.js.map +1 -1
- package/dist/clianta.esm.js +759 -631
- package/dist/clianta.esm.js.map +1 -1
- package/dist/clianta.umd.js +759 -631
- package/dist/clianta.umd.js.map +1 -1
- package/dist/clianta.umd.min.js +2 -2
- package/dist/clianta.umd.min.js.map +1 -1
- package/dist/index.d.ts +863 -803
- package/dist/react.cjs.js +759 -631
- package/dist/react.cjs.js.map +1 -1
- package/dist/react.d.ts +37 -3
- package/dist/react.esm.js +759 -631
- package/dist/react.esm.js.map +1 -1
- package/dist/vue.cjs.js +759 -631
- package/dist/vue.cjs.js.map +1 -1
- package/dist/vue.d.ts +37 -3
- package/dist/vue.esm.js +759 -631
- package/dist/vue.esm.js.map +1 -1
- package/package.json +1 -1
package/dist/react.cjs.js
CHANGED
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@@ -1,5 +1,5 @@
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/*!
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-
* Clianta SDK v1.
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* Clianta SDK v1.4.0
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* (c) 2026 Clianta
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* Released under the MIT License.
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*/
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@@ -13,7 +13,7 @@ var react = require('react');
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* @see SDK_VERSION in core/config.ts
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*/
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/** SDK Version */
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const SDK_VERSION = '1.
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const SDK_VERSION = '1.4.0';
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/** Default API endpoint based on environment */
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const getDefaultApiEndpoint = () => {
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if (typeof window === 'undefined')
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@@ -39,6 +39,7 @@ const DEFAULT_CONFIG = {
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projectId: '',
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apiEndpoint: getDefaultApiEndpoint(),
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authToken: '',
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apiKey: '',
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debug: false,
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autoPageView: true,
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plugins: DEFAULT_PLUGINS,
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@@ -186,12 +187,39 @@ class Transport {
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return this.send(url, payload);
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}
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/**
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* Send identify request
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* Send identify request.
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* Returns contactId from the server response so the Tracker can store it.
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*/
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async sendIdentify(data) {
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const url = `${this.config.apiEndpoint}/api/public/track/identify`;
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try {
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const response = await this.fetchWithTimeout(url, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify(data),
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keepalive: true,
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});
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const body = await response.json().catch(() => ({}));
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if (response.ok) {
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logger.debug('Identify successful, contactId:', body.contactId);
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return {
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success: true,
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status: response.status,
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contactId: body.contactId ?? undefined,
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};
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}
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if (response.status >= 500) {
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logger.warn(`Identify server error (${response.status})`);
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}
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else {
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logger.error(`Identify failed with status ${response.status}:`, body.message);
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}
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return { success: false, status: response.status };
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}
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catch (error) {
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logger.error('Identify request failed:', error);
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return { success: false, error: error };
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}
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}
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/**
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* Send events synchronously (for page unload)
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}
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/**
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* Clianta SDK -
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*
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* Clianta SDK - Event Triggers Manager
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* Manages event-driven automation and email notifications
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*/
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/**
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*
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* Event Triggers Manager
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* Handles event-driven automation based on CRM actions
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*
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* Similar to:
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* - Salesforce: Process Builder, Flow Automation
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* - HubSpot: Workflows, Email Sequences
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* - Pipedrive: Workflow Automation
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*/
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class
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constructor(workspaceId,
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this.
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this.
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this.pendingIdentify = null;
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if (!workspaceId) {
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throw new Error('[Clianta] Workspace ID is required');
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}
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class EventTriggersManager {
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constructor(apiEndpoint, workspaceId, authToken) {
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this.triggers = new Map();
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this.listeners = new Map();
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this.apiEndpoint = apiEndpoint;
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this.workspaceId = workspaceId;
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this.
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// Setup debug mode
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logger.enabled = this.config.debug;
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logger.info(`Initializing SDK v${SDK_VERSION}`, { workspaceId });
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// Initialize consent manager
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this.consentManager = new ConsentManager({
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...this.config.consent,
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onConsentChange: (state, previous) => {
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this.onConsentChange(state, previous);
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},
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});
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// Initialize transport and queue
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this.transport = new Transport({ apiEndpoint: this.config.apiEndpoint });
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this.queue = new EventQueue(this.transport, {
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batchSize: this.config.batchSize,
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flushInterval: this.config.flushInterval,
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});
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// Get or create visitor and session IDs based on mode
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this.visitorId = this.createVisitorId();
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this.sessionId = this.createSessionId();
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logger.debug('IDs created', { visitorId: this.visitorId, sessionId: this.sessionId });
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// Initialize plugins
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this.initPlugins();
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this.isInitialized = true;
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logger.info('SDK initialized successfully');
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this.authToken = authToken;
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}
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/**
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*
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* Set authentication token
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*/
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setAuthToken(token) {
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this.authToken = token;
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}
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/**
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* Make authenticated API request
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*/
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async request(endpoint, options = {}) {
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const url = `${this.apiEndpoint}${endpoint}`;
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const headers = {
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'Content-Type': 'application/json',
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...(options.headers || {}),
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};
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if (this.authToken) {
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headers['Authorization'] = `Bearer ${this.authToken}`;
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}
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try {
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const response = await fetch(url, {
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...options,
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headers,
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});
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const data = await response.json();
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if (!response.ok) {
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return {
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success: false,
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error: data.message || 'Request failed',
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status: response.status,
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};
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}
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return
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return {
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success: true,
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data: data.data || data,
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status: response.status,
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};
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}
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catch (error) {
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return {
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success: false,
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error: error instanceof Error ? error.message : 'Network error',
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status: 0,
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};
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}
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// Normal mode
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return getOrCreateVisitorId(this.config.useCookies);
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}
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// ============================================
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// TRIGGER MANAGEMENT
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// ============================================
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/**
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*
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* Get all event triggers
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*/
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return
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async getTriggers() {
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return this.request(`/api/workspaces/${this.workspaceId}/triggers`);
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}
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/**
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*
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* Get a single trigger by ID
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*/
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// If analytics consent was just granted
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if (state.analytics && !previous.analytics) {
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// Upgrade from anonymous ID to persistent ID
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if (this.config.consent.anonymousMode) {
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this.visitorId = getOrCreateVisitorId(this.config.useCookies);
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logger.info('Upgraded from anonymous to persistent visitor ID');
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}
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// Flush buffered events
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const buffered = this.consentManager.flushBuffer();
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for (const event of buffered) {
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// Update event with new visitor ID
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event.visitorId = this.visitorId;
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this.queue.push(event);
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}
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}
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async getTrigger(triggerId) {
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return this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`);
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}
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/**
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*
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* Handles both sync and async plugin init methods
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* Create a new event trigger
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*/
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const
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const plugin = getPlugin(pluginName);
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// Handle both sync and async init (fire-and-forget for async)
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const result = plugin.init(this);
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if (result instanceof Promise) {
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result.catch((error) => {
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logger.error(`Async plugin init failed: ${pluginName}`, error);
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});
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}
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this.plugins.push(plugin);
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logger.debug(`Plugin loaded: ${pluginName}`);
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}
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catch (error) {
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logger.error(`Failed to load plugin: ${pluginName}`, error);
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}
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async createTrigger(trigger) {
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const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers`, {
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method: 'POST',
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body: JSON.stringify(trigger),
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});
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// Cache the trigger locally if successful
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if (result.success && result.data?._id) {
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this.triggers.set(result.data._id, result.data);
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}
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return result;
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}
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/**
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*
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* Update an existing trigger
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*/
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}
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sessionId: this.sessionId,
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eventType: eventType,
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eventName,
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url: typeof window !== 'undefined' ? window.location.href : '',
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referrer: typeof document !== 'undefined' ? document.referrer || undefined : undefined,
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properties,
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device: getDeviceInfo(),
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...getUTMParams(),
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timestamp: new Date().toISOString(),
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sdkVersion: SDK_VERSION,
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};
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// Check consent before tracking
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if (!this.consentManager.canTrack()) {
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// Buffer event for later if waitForConsent is enabled
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if (this.config.consent.waitForConsent) {
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this.consentManager.bufferEvent(event);
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return;
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}
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// Otherwise drop the event
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logger.debug('Event dropped (no consent):', eventName);
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return;
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async updateTrigger(triggerId, updates) {
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const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`, {
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method: 'PUT',
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body: JSON.stringify(updates),
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});
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// Update cache if successful
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2500
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if (result.success && result.data?._id) {
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this.triggers.set(result.data._id, result.data);
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}
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logger.debug('Event tracked:', eventName, properties);
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return result;
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}
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/**
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*
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* Delete a trigger
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2530
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*/
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2531
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-
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2532
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const
|
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2533
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-
|
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2534
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-
...properties,
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2535
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path: typeof window !== 'undefined' ? window.location.pathname : '',
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2508
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+
async deleteTrigger(triggerId) {
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2509
|
+
const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`, {
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2510
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method: 'DELETE',
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});
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// Remove from cache if successful
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2513
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if (result.success) {
|
|
2514
|
+
this.triggers.delete(triggerId);
|
|
2515
|
+
}
|
|
2516
|
+
return result;
|
|
2537
2517
|
}
|
|
2538
2518
|
/**
|
|
2539
|
-
*
|
|
2540
|
-
*/
|
|
2541
|
-
async identify(email, traits = {}) {
|
|
2542
|
-
if (!email) {
|
|
2543
|
-
logger.warn('Email is required for identification');
|
|
2544
|
-
return;
|
|
2545
|
-
}
|
|
2546
|
-
logger.info('Identifying visitor:', email);
|
|
2547
|
-
const result = await this.transport.sendIdentify({
|
|
2548
|
-
workspaceId: this.workspaceId,
|
|
2549
|
-
visitorId: this.visitorId,
|
|
2550
|
-
email,
|
|
2551
|
-
properties: traits,
|
|
2552
|
-
});
|
|
2553
|
-
if (result.success) {
|
|
2554
|
-
logger.info('Visitor identified successfully');
|
|
2555
|
-
this.pendingIdentify = null;
|
|
2556
|
-
}
|
|
2557
|
-
else {
|
|
2558
|
-
logger.error('Failed to identify visitor:', result.error);
|
|
2559
|
-
// Store for retry on next flush
|
|
2560
|
-
this.pendingIdentify = { email, traits };
|
|
2561
|
-
}
|
|
2562
|
-
}
|
|
2563
|
-
/**
|
|
2564
|
-
* Retry pending identify call
|
|
2565
|
-
*/
|
|
2566
|
-
async retryPendingIdentify() {
|
|
2567
|
-
if (!this.pendingIdentify)
|
|
2568
|
-
return;
|
|
2569
|
-
const { email, traits } = this.pendingIdentify;
|
|
2570
|
-
this.pendingIdentify = null;
|
|
2571
|
-
await this.identify(email, traits);
|
|
2572
|
-
}
|
|
2573
|
-
/**
|
|
2574
|
-
* Update consent state
|
|
2575
|
-
*/
|
|
2576
|
-
consent(state) {
|
|
2577
|
-
this.consentManager.update(state);
|
|
2578
|
-
}
|
|
2579
|
-
/**
|
|
2580
|
-
* Get current consent state
|
|
2581
|
-
*/
|
|
2582
|
-
getConsentState() {
|
|
2583
|
-
return this.consentManager.getState();
|
|
2584
|
-
}
|
|
2585
|
-
/**
|
|
2586
|
-
* Toggle debug mode
|
|
2587
|
-
*/
|
|
2588
|
-
debug(enabled) {
|
|
2589
|
-
logger.enabled = enabled;
|
|
2590
|
-
logger.info(`Debug mode ${enabled ? 'enabled' : 'disabled'}`);
|
|
2591
|
-
}
|
|
2592
|
-
/**
|
|
2593
|
-
* Get visitor ID
|
|
2594
|
-
*/
|
|
2595
|
-
getVisitorId() {
|
|
2596
|
-
return this.visitorId;
|
|
2597
|
-
}
|
|
2598
|
-
/**
|
|
2599
|
-
* Get session ID
|
|
2600
|
-
*/
|
|
2601
|
-
getSessionId() {
|
|
2602
|
-
return this.sessionId;
|
|
2603
|
-
}
|
|
2604
|
-
/**
|
|
2605
|
-
* Get workspace ID
|
|
2606
|
-
*/
|
|
2607
|
-
getWorkspaceId() {
|
|
2608
|
-
return this.workspaceId;
|
|
2609
|
-
}
|
|
2610
|
-
/**
|
|
2611
|
-
* Get current configuration
|
|
2612
|
-
*/
|
|
2613
|
-
getConfig() {
|
|
2614
|
-
return { ...this.config };
|
|
2615
|
-
}
|
|
2616
|
-
/**
|
|
2617
|
-
* Force flush event queue
|
|
2618
|
-
*/
|
|
2619
|
-
async flush() {
|
|
2620
|
-
await this.retryPendingIdentify();
|
|
2621
|
-
await this.queue.flush();
|
|
2622
|
-
}
|
|
2623
|
-
/**
|
|
2624
|
-
* Reset visitor and session (for logout)
|
|
2625
|
-
*/
|
|
2626
|
-
reset() {
|
|
2627
|
-
logger.info('Resetting visitor data');
|
|
2628
|
-
resetIds(this.config.useCookies);
|
|
2629
|
-
this.visitorId = this.createVisitorId();
|
|
2630
|
-
this.sessionId = this.createSessionId();
|
|
2631
|
-
this.queue.clear();
|
|
2632
|
-
}
|
|
2633
|
-
/**
|
|
2634
|
-
* Delete all stored user data (GDPR right-to-erasure)
|
|
2635
|
-
*/
|
|
2636
|
-
deleteData() {
|
|
2637
|
-
logger.info('Deleting all user data (GDPR request)');
|
|
2638
|
-
// Clear queue
|
|
2639
|
-
this.queue.clear();
|
|
2640
|
-
// Reset consent
|
|
2641
|
-
this.consentManager.reset();
|
|
2642
|
-
// Clear all stored IDs
|
|
2643
|
-
resetIds(this.config.useCookies);
|
|
2644
|
-
// Clear session storage items
|
|
2645
|
-
if (typeof sessionStorage !== 'undefined') {
|
|
2646
|
-
try {
|
|
2647
|
-
sessionStorage.removeItem(STORAGE_KEYS.VISITOR_ID);
|
|
2648
|
-
sessionStorage.removeItem(STORAGE_KEYS.VISITOR_ID + '_anon');
|
|
2649
|
-
sessionStorage.removeItem(STORAGE_KEYS.SESSION_ID);
|
|
2650
|
-
sessionStorage.removeItem(STORAGE_KEYS.SESSION_TIMESTAMP);
|
|
2651
|
-
}
|
|
2652
|
-
catch {
|
|
2653
|
-
// Ignore errors
|
|
2654
|
-
}
|
|
2655
|
-
}
|
|
2656
|
-
// Clear localStorage items
|
|
2657
|
-
if (typeof localStorage !== 'undefined') {
|
|
2658
|
-
try {
|
|
2659
|
-
localStorage.removeItem(STORAGE_KEYS.VISITOR_ID);
|
|
2660
|
-
localStorage.removeItem(STORAGE_KEYS.CONSENT);
|
|
2661
|
-
localStorage.removeItem(STORAGE_KEYS.EVENT_QUEUE);
|
|
2662
|
-
}
|
|
2663
|
-
catch {
|
|
2664
|
-
// Ignore errors
|
|
2665
|
-
}
|
|
2666
|
-
}
|
|
2667
|
-
// Generate new IDs
|
|
2668
|
-
this.visitorId = this.createVisitorId();
|
|
2669
|
-
this.sessionId = this.createSessionId();
|
|
2670
|
-
logger.info('All user data deleted');
|
|
2671
|
-
}
|
|
2672
|
-
/**
|
|
2673
|
-
* Destroy tracker and cleanup
|
|
2674
|
-
*/
|
|
2675
|
-
async destroy() {
|
|
2676
|
-
logger.info('Destroying tracker');
|
|
2677
|
-
// Flush any remaining events (await to ensure completion)
|
|
2678
|
-
await this.queue.flush();
|
|
2679
|
-
// Destroy plugins
|
|
2680
|
-
for (const plugin of this.plugins) {
|
|
2681
|
-
if (plugin.destroy) {
|
|
2682
|
-
plugin.destroy();
|
|
2683
|
-
}
|
|
2684
|
-
}
|
|
2685
|
-
this.plugins = [];
|
|
2686
|
-
// Destroy queue
|
|
2687
|
-
this.queue.destroy();
|
|
2688
|
-
this.isInitialized = false;
|
|
2689
|
-
}
|
|
2690
|
-
}
|
|
2691
|
-
|
|
2692
|
-
/**
|
|
2693
|
-
* Clianta SDK - Event Triggers Manager
|
|
2694
|
-
* Manages event-driven automation and email notifications
|
|
2695
|
-
*/
|
|
2696
|
-
/**
|
|
2697
|
-
* Event Triggers Manager
|
|
2698
|
-
* Handles event-driven automation based on CRM actions
|
|
2699
|
-
*
|
|
2700
|
-
* Similar to:
|
|
2701
|
-
* - Salesforce: Process Builder, Flow Automation
|
|
2702
|
-
* - HubSpot: Workflows, Email Sequences
|
|
2703
|
-
* - Pipedrive: Workflow Automation
|
|
2704
|
-
*/
|
|
2705
|
-
class EventTriggersManager {
|
|
2706
|
-
constructor(apiEndpoint, workspaceId, authToken) {
|
|
2707
|
-
this.triggers = new Map();
|
|
2708
|
-
this.listeners = new Map();
|
|
2709
|
-
this.apiEndpoint = apiEndpoint;
|
|
2710
|
-
this.workspaceId = workspaceId;
|
|
2711
|
-
this.authToken = authToken;
|
|
2712
|
-
}
|
|
2713
|
-
/**
|
|
2714
|
-
* Set authentication token
|
|
2715
|
-
*/
|
|
2716
|
-
setAuthToken(token) {
|
|
2717
|
-
this.authToken = token;
|
|
2718
|
-
}
|
|
2719
|
-
/**
|
|
2720
|
-
* Make authenticated API request
|
|
2721
|
-
*/
|
|
2722
|
-
async request(endpoint, options = {}) {
|
|
2723
|
-
const url = `${this.apiEndpoint}${endpoint}`;
|
|
2724
|
-
const headers = {
|
|
2725
|
-
'Content-Type': 'application/json',
|
|
2726
|
-
...(options.headers || {}),
|
|
2727
|
-
};
|
|
2728
|
-
if (this.authToken) {
|
|
2729
|
-
headers['Authorization'] = `Bearer ${this.authToken}`;
|
|
2730
|
-
}
|
|
2731
|
-
try {
|
|
2732
|
-
const response = await fetch(url, {
|
|
2733
|
-
...options,
|
|
2734
|
-
headers,
|
|
2735
|
-
});
|
|
2736
|
-
const data = await response.json();
|
|
2737
|
-
if (!response.ok) {
|
|
2738
|
-
return {
|
|
2739
|
-
success: false,
|
|
2740
|
-
error: data.message || 'Request failed',
|
|
2741
|
-
status: response.status,
|
|
2742
|
-
};
|
|
2743
|
-
}
|
|
2744
|
-
return {
|
|
2745
|
-
success: true,
|
|
2746
|
-
data: data.data || data,
|
|
2747
|
-
status: response.status,
|
|
2748
|
-
};
|
|
2749
|
-
}
|
|
2750
|
-
catch (error) {
|
|
2751
|
-
return {
|
|
2752
|
-
success: false,
|
|
2753
|
-
error: error instanceof Error ? error.message : 'Network error',
|
|
2754
|
-
status: 0,
|
|
2755
|
-
};
|
|
2756
|
-
}
|
|
2757
|
-
}
|
|
2758
|
-
// ============================================
|
|
2759
|
-
// TRIGGER MANAGEMENT
|
|
2760
|
-
// ============================================
|
|
2761
|
-
/**
|
|
2762
|
-
* Get all event triggers
|
|
2763
|
-
*/
|
|
2764
|
-
async getTriggers() {
|
|
2765
|
-
return this.request(`/api/workspaces/${this.workspaceId}/triggers`);
|
|
2766
|
-
}
|
|
2767
|
-
/**
|
|
2768
|
-
* Get a single trigger by ID
|
|
2769
|
-
*/
|
|
2770
|
-
async getTrigger(triggerId) {
|
|
2771
|
-
return this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`);
|
|
2772
|
-
}
|
|
2773
|
-
/**
|
|
2774
|
-
* Create a new event trigger
|
|
2775
|
-
*/
|
|
2776
|
-
async createTrigger(trigger) {
|
|
2777
|
-
const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers`, {
|
|
2778
|
-
method: 'POST',
|
|
2779
|
-
body: JSON.stringify(trigger),
|
|
2780
|
-
});
|
|
2781
|
-
// Cache the trigger locally if successful
|
|
2782
|
-
if (result.success && result.data?._id) {
|
|
2783
|
-
this.triggers.set(result.data._id, result.data);
|
|
2784
|
-
}
|
|
2785
|
-
return result;
|
|
2786
|
-
}
|
|
2787
|
-
/**
|
|
2788
|
-
* Update an existing trigger
|
|
2789
|
-
*/
|
|
2790
|
-
async updateTrigger(triggerId, updates) {
|
|
2791
|
-
const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`, {
|
|
2792
|
-
method: 'PUT',
|
|
2793
|
-
body: JSON.stringify(updates),
|
|
2794
|
-
});
|
|
2795
|
-
// Update cache if successful
|
|
2796
|
-
if (result.success && result.data?._id) {
|
|
2797
|
-
this.triggers.set(result.data._id, result.data);
|
|
2798
|
-
}
|
|
2799
|
-
return result;
|
|
2800
|
-
}
|
|
2801
|
-
/**
|
|
2802
|
-
* Delete a trigger
|
|
2803
|
-
*/
|
|
2804
|
-
async deleteTrigger(triggerId) {
|
|
2805
|
-
const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`, {
|
|
2806
|
-
method: 'DELETE',
|
|
2807
|
-
});
|
|
2808
|
-
// Remove from cache if successful
|
|
2809
|
-
if (result.success) {
|
|
2810
|
-
this.triggers.delete(triggerId);
|
|
2811
|
-
}
|
|
2812
|
-
return result;
|
|
2813
|
-
}
|
|
2814
|
-
/**
|
|
2815
|
-
* Activate a trigger
|
|
2519
|
+
* Activate a trigger
|
|
2816
2520
|
*/
|
|
2817
2521
|
async activateTrigger(triggerId) {
|
|
2818
2522
|
return this.updateTrigger(triggerId, { isActive: true });
|
|
@@ -3131,19 +2835,29 @@ class EventTriggersManager {
|
|
|
3131
2835
|
* CRM API Client for managing contacts and opportunities
|
|
3132
2836
|
*/
|
|
3133
2837
|
class CRMClient {
|
|
3134
|
-
constructor(apiEndpoint, workspaceId, authToken) {
|
|
2838
|
+
constructor(apiEndpoint, workspaceId, authToken, apiKey) {
|
|
3135
2839
|
this.apiEndpoint = apiEndpoint;
|
|
3136
2840
|
this.workspaceId = workspaceId;
|
|
3137
2841
|
this.authToken = authToken;
|
|
2842
|
+
this.apiKey = apiKey;
|
|
3138
2843
|
this.triggers = new EventTriggersManager(apiEndpoint, workspaceId, authToken);
|
|
3139
2844
|
}
|
|
3140
2845
|
/**
|
|
3141
|
-
* Set authentication token for API requests
|
|
2846
|
+
* Set authentication token for API requests (user JWT)
|
|
3142
2847
|
*/
|
|
3143
2848
|
setAuthToken(token) {
|
|
3144
2849
|
this.authToken = token;
|
|
2850
|
+
this.apiKey = undefined;
|
|
3145
2851
|
this.triggers.setAuthToken(token);
|
|
3146
2852
|
}
|
|
2853
|
+
/**
|
|
2854
|
+
* Set workspace API key for server-to-server requests.
|
|
2855
|
+
* Use this instead of setAuthToken when integrating from an external app.
|
|
2856
|
+
*/
|
|
2857
|
+
setApiKey(key) {
|
|
2858
|
+
this.apiKey = key;
|
|
2859
|
+
this.authToken = undefined;
|
|
2860
|
+
}
|
|
3147
2861
|
/**
|
|
3148
2862
|
* Validate required parameter exists
|
|
3149
2863
|
* @throws {Error} if value is null/undefined or empty string
|
|
@@ -3162,7 +2876,10 @@ class CRMClient {
|
|
|
3162
2876
|
'Content-Type': 'application/json',
|
|
3163
2877
|
...(options.headers || {}),
|
|
3164
2878
|
};
|
|
3165
|
-
if (this.
|
|
2879
|
+
if (this.apiKey) {
|
|
2880
|
+
headers['X-Api-Key'] = this.apiKey;
|
|
2881
|
+
}
|
|
2882
|
+
else if (this.authToken) {
|
|
3166
2883
|
headers['Authorization'] = `Bearer ${this.authToken}`;
|
|
3167
2884
|
}
|
|
3168
2885
|
try {
|
|
@@ -3193,6 +2910,65 @@ class CRMClient {
|
|
|
3193
2910
|
}
|
|
3194
2911
|
}
|
|
3195
2912
|
// ============================================
|
|
2913
|
+
// INBOUND EVENTS API (API-key authenticated)
|
|
2914
|
+
// ============================================
|
|
2915
|
+
/**
|
|
2916
|
+
* Send an inbound event from an external app (e.g. user signup on client website).
|
|
2917
|
+
* Requires the client to be initialized with an API key via setApiKey() or the constructor.
|
|
2918
|
+
*
|
|
2919
|
+
* The contact is upserted in the CRM and matching workflow automations fire automatically.
|
|
2920
|
+
*
|
|
2921
|
+
* @example
|
|
2922
|
+
* const crm = new CRMClient('https://api.clianta.online', 'WORKSPACE_ID');
|
|
2923
|
+
* crm.setApiKey('mm_live_...');
|
|
2924
|
+
*
|
|
2925
|
+
* await crm.sendEvent({
|
|
2926
|
+
* event: 'user.registered',
|
|
2927
|
+
* contact: { email: 'alice@example.com', firstName: 'Alice' },
|
|
2928
|
+
* data: { plan: 'free', signupSource: 'homepage' },
|
|
2929
|
+
* });
|
|
2930
|
+
*/
|
|
2931
|
+
async sendEvent(payload) {
|
|
2932
|
+
const url = `${this.apiEndpoint}/api/public/events`;
|
|
2933
|
+
const headers = { 'Content-Type': 'application/json' };
|
|
2934
|
+
if (this.apiKey) {
|
|
2935
|
+
headers['X-Api-Key'] = this.apiKey;
|
|
2936
|
+
}
|
|
2937
|
+
else if (this.authToken) {
|
|
2938
|
+
headers['Authorization'] = `Bearer ${this.authToken}`;
|
|
2939
|
+
}
|
|
2940
|
+
try {
|
|
2941
|
+
const response = await fetch(url, {
|
|
2942
|
+
method: 'POST',
|
|
2943
|
+
headers,
|
|
2944
|
+
body: JSON.stringify(payload),
|
|
2945
|
+
});
|
|
2946
|
+
const data = await response.json();
|
|
2947
|
+
if (!response.ok) {
|
|
2948
|
+
return {
|
|
2949
|
+
success: false,
|
|
2950
|
+
contactCreated: false,
|
|
2951
|
+
event: payload.event,
|
|
2952
|
+
error: data.error || 'Request failed',
|
|
2953
|
+
};
|
|
2954
|
+
}
|
|
2955
|
+
return {
|
|
2956
|
+
success: data.success,
|
|
2957
|
+
contactCreated: data.contactCreated,
|
|
2958
|
+
contactId: data.contactId,
|
|
2959
|
+
event: data.event,
|
|
2960
|
+
};
|
|
2961
|
+
}
|
|
2962
|
+
catch (error) {
|
|
2963
|
+
return {
|
|
2964
|
+
success: false,
|
|
2965
|
+
contactCreated: false,
|
|
2966
|
+
event: payload.event,
|
|
2967
|
+
error: error instanceof Error ? error.message : 'Network error',
|
|
2968
|
+
};
|
|
2969
|
+
}
|
|
2970
|
+
}
|
|
2971
|
+
// ============================================
|
|
3196
2972
|
// CONTACTS API
|
|
3197
2973
|
// ============================================
|
|
3198
2974
|
/**
|
|
@@ -3376,319 +3152,671 @@ class CRMClient {
|
|
|
3376
3152
|
return this.request(endpoint);
|
|
3377
3153
|
}
|
|
3378
3154
|
/**
|
|
3379
|
-
* Get deals/opportunities belonging to a company
|
|
3155
|
+
* Get deals/opportunities belonging to a company
|
|
3156
|
+
*/
|
|
3157
|
+
async getCompanyDeals(companyId, params) {
|
|
3158
|
+
const queryParams = new URLSearchParams();
|
|
3159
|
+
if (params?.page)
|
|
3160
|
+
queryParams.set('page', params.page.toString());
|
|
3161
|
+
if (params?.limit)
|
|
3162
|
+
queryParams.set('limit', params.limit.toString());
|
|
3163
|
+
const query = queryParams.toString();
|
|
3164
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/companies/${companyId}/deals${query ? `?${query}` : ''}`;
|
|
3165
|
+
return this.request(endpoint);
|
|
3166
|
+
}
|
|
3167
|
+
// ============================================
|
|
3168
|
+
// PIPELINES API
|
|
3169
|
+
// ============================================
|
|
3170
|
+
/**
|
|
3171
|
+
* Get all pipelines
|
|
3172
|
+
*/
|
|
3173
|
+
async getPipelines() {
|
|
3174
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines`);
|
|
3175
|
+
}
|
|
3176
|
+
/**
|
|
3177
|
+
* Get a single pipeline by ID
|
|
3178
|
+
*/
|
|
3179
|
+
async getPipeline(pipelineId) {
|
|
3180
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines/${pipelineId}`);
|
|
3181
|
+
}
|
|
3182
|
+
/**
|
|
3183
|
+
* Create a new pipeline
|
|
3184
|
+
*/
|
|
3185
|
+
async createPipeline(pipeline) {
|
|
3186
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines`, {
|
|
3187
|
+
method: 'POST',
|
|
3188
|
+
body: JSON.stringify(pipeline),
|
|
3189
|
+
});
|
|
3190
|
+
}
|
|
3191
|
+
/**
|
|
3192
|
+
* Update an existing pipeline
|
|
3193
|
+
*/
|
|
3194
|
+
async updatePipeline(pipelineId, updates) {
|
|
3195
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines/${pipelineId}`, {
|
|
3196
|
+
method: 'PUT',
|
|
3197
|
+
body: JSON.stringify(updates),
|
|
3198
|
+
});
|
|
3199
|
+
}
|
|
3200
|
+
/**
|
|
3201
|
+
* Delete a pipeline
|
|
3202
|
+
*/
|
|
3203
|
+
async deletePipeline(pipelineId) {
|
|
3204
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines/${pipelineId}`, {
|
|
3205
|
+
method: 'DELETE',
|
|
3206
|
+
});
|
|
3207
|
+
}
|
|
3208
|
+
// ============================================
|
|
3209
|
+
// TASKS API
|
|
3210
|
+
// ============================================
|
|
3211
|
+
/**
|
|
3212
|
+
* Get all tasks with pagination
|
|
3213
|
+
*/
|
|
3214
|
+
async getTasks(params) {
|
|
3215
|
+
const queryParams = new URLSearchParams();
|
|
3216
|
+
if (params?.page)
|
|
3217
|
+
queryParams.set('page', params.page.toString());
|
|
3218
|
+
if (params?.limit)
|
|
3219
|
+
queryParams.set('limit', params.limit.toString());
|
|
3220
|
+
if (params?.status)
|
|
3221
|
+
queryParams.set('status', params.status);
|
|
3222
|
+
if (params?.priority)
|
|
3223
|
+
queryParams.set('priority', params.priority);
|
|
3224
|
+
if (params?.contactId)
|
|
3225
|
+
queryParams.set('contactId', params.contactId);
|
|
3226
|
+
if (params?.companyId)
|
|
3227
|
+
queryParams.set('companyId', params.companyId);
|
|
3228
|
+
if (params?.opportunityId)
|
|
3229
|
+
queryParams.set('opportunityId', params.opportunityId);
|
|
3230
|
+
const query = queryParams.toString();
|
|
3231
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/tasks${query ? `?${query}` : ''}`;
|
|
3232
|
+
return this.request(endpoint);
|
|
3233
|
+
}
|
|
3234
|
+
/**
|
|
3235
|
+
* Get a single task by ID
|
|
3236
|
+
*/
|
|
3237
|
+
async getTask(taskId) {
|
|
3238
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}`);
|
|
3239
|
+
}
|
|
3240
|
+
/**
|
|
3241
|
+
* Create a new task
|
|
3242
|
+
*/
|
|
3243
|
+
async createTask(task) {
|
|
3244
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks`, {
|
|
3245
|
+
method: 'POST',
|
|
3246
|
+
body: JSON.stringify(task),
|
|
3247
|
+
});
|
|
3248
|
+
}
|
|
3249
|
+
/**
|
|
3250
|
+
* Update an existing task
|
|
3251
|
+
*/
|
|
3252
|
+
async updateTask(taskId, updates) {
|
|
3253
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}`, {
|
|
3254
|
+
method: 'PUT',
|
|
3255
|
+
body: JSON.stringify(updates),
|
|
3256
|
+
});
|
|
3257
|
+
}
|
|
3258
|
+
/**
|
|
3259
|
+
* Mark a task as completed
|
|
3260
|
+
*/
|
|
3261
|
+
async completeTask(taskId) {
|
|
3262
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}/complete`, {
|
|
3263
|
+
method: 'PATCH',
|
|
3264
|
+
});
|
|
3265
|
+
}
|
|
3266
|
+
/**
|
|
3267
|
+
* Delete a task
|
|
3268
|
+
*/
|
|
3269
|
+
async deleteTask(taskId) {
|
|
3270
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}`, {
|
|
3271
|
+
method: 'DELETE',
|
|
3272
|
+
});
|
|
3273
|
+
}
|
|
3274
|
+
// ============================================
|
|
3275
|
+
// ACTIVITIES API
|
|
3276
|
+
// ============================================
|
|
3277
|
+
/**
|
|
3278
|
+
* Get activities for a contact
|
|
3279
|
+
*/
|
|
3280
|
+
async getContactActivities(contactId, params) {
|
|
3281
|
+
const queryParams = new URLSearchParams();
|
|
3282
|
+
if (params?.page)
|
|
3283
|
+
queryParams.set('page', params.page.toString());
|
|
3284
|
+
if (params?.limit)
|
|
3285
|
+
queryParams.set('limit', params.limit.toString());
|
|
3286
|
+
if (params?.type)
|
|
3287
|
+
queryParams.set('type', params.type);
|
|
3288
|
+
const query = queryParams.toString();
|
|
3289
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/contacts/${contactId}/activities${query ? `?${query}` : ''}`;
|
|
3290
|
+
return this.request(endpoint);
|
|
3291
|
+
}
|
|
3292
|
+
/**
|
|
3293
|
+
* Get activities for an opportunity/deal
|
|
3294
|
+
*/
|
|
3295
|
+
async getOpportunityActivities(opportunityId, params) {
|
|
3296
|
+
const queryParams = new URLSearchParams();
|
|
3297
|
+
if (params?.page)
|
|
3298
|
+
queryParams.set('page', params.page.toString());
|
|
3299
|
+
if (params?.limit)
|
|
3300
|
+
queryParams.set('limit', params.limit.toString());
|
|
3301
|
+
if (params?.type)
|
|
3302
|
+
queryParams.set('type', params.type);
|
|
3303
|
+
const query = queryParams.toString();
|
|
3304
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/opportunities/${opportunityId}/activities${query ? `?${query}` : ''}`;
|
|
3305
|
+
return this.request(endpoint);
|
|
3306
|
+
}
|
|
3307
|
+
/**
|
|
3308
|
+
* Create a new activity
|
|
3309
|
+
*/
|
|
3310
|
+
async createActivity(activity) {
|
|
3311
|
+
// Determine the correct endpoint based on related entity
|
|
3312
|
+
let endpoint;
|
|
3313
|
+
if (activity.opportunityId) {
|
|
3314
|
+
endpoint = `/api/workspaces/${this.workspaceId}/opportunities/${activity.opportunityId}/activities`;
|
|
3315
|
+
}
|
|
3316
|
+
else if (activity.contactId) {
|
|
3317
|
+
endpoint = `/api/workspaces/${this.workspaceId}/contacts/${activity.contactId}/activities`;
|
|
3318
|
+
}
|
|
3319
|
+
else {
|
|
3320
|
+
endpoint = `/api/workspaces/${this.workspaceId}/activities`;
|
|
3321
|
+
}
|
|
3322
|
+
return this.request(endpoint, {
|
|
3323
|
+
method: 'POST',
|
|
3324
|
+
body: JSON.stringify(activity),
|
|
3325
|
+
});
|
|
3326
|
+
}
|
|
3327
|
+
/**
|
|
3328
|
+
* Update an existing activity
|
|
3329
|
+
*/
|
|
3330
|
+
async updateActivity(activityId, updates) {
|
|
3331
|
+
return this.request(`/api/workspaces/${this.workspaceId}/activities/${activityId}`, {
|
|
3332
|
+
method: 'PATCH',
|
|
3333
|
+
body: JSON.stringify(updates),
|
|
3334
|
+
});
|
|
3335
|
+
}
|
|
3336
|
+
/**
|
|
3337
|
+
* Delete an activity
|
|
3338
|
+
*/
|
|
3339
|
+
async deleteActivity(activityId) {
|
|
3340
|
+
return this.request(`/api/workspaces/${this.workspaceId}/activities/${activityId}`, {
|
|
3341
|
+
method: 'DELETE',
|
|
3342
|
+
});
|
|
3343
|
+
}
|
|
3344
|
+
/**
|
|
3345
|
+
* Log a call activity
|
|
3346
|
+
*/
|
|
3347
|
+
async logCall(data) {
|
|
3348
|
+
return this.createActivity({
|
|
3349
|
+
type: 'call',
|
|
3350
|
+
title: `${data.direction === 'inbound' ? 'Inbound' : 'Outbound'} Call`,
|
|
3351
|
+
direction: data.direction,
|
|
3352
|
+
duration: data.duration,
|
|
3353
|
+
outcome: data.outcome,
|
|
3354
|
+
description: data.notes,
|
|
3355
|
+
contactId: data.contactId,
|
|
3356
|
+
opportunityId: data.opportunityId,
|
|
3357
|
+
});
|
|
3358
|
+
}
|
|
3359
|
+
/**
|
|
3360
|
+
* Log a meeting activity
|
|
3361
|
+
*/
|
|
3362
|
+
async logMeeting(data) {
|
|
3363
|
+
return this.createActivity({
|
|
3364
|
+
type: 'meeting',
|
|
3365
|
+
title: data.title,
|
|
3366
|
+
duration: data.duration,
|
|
3367
|
+
outcome: data.outcome,
|
|
3368
|
+
description: data.notes,
|
|
3369
|
+
contactId: data.contactId,
|
|
3370
|
+
opportunityId: data.opportunityId,
|
|
3371
|
+
});
|
|
3372
|
+
}
|
|
3373
|
+
/**
|
|
3374
|
+
* Add a note to a contact or opportunity
|
|
3375
|
+
*/
|
|
3376
|
+
async addNote(data) {
|
|
3377
|
+
return this.createActivity({
|
|
3378
|
+
type: 'note',
|
|
3379
|
+
title: 'Note',
|
|
3380
|
+
description: data.content,
|
|
3381
|
+
contactId: data.contactId,
|
|
3382
|
+
opportunityId: data.opportunityId,
|
|
3383
|
+
});
|
|
3384
|
+
}
|
|
3385
|
+
// ============================================
|
|
3386
|
+
// EMAIL TEMPLATES API
|
|
3387
|
+
// ============================================
|
|
3388
|
+
/**
|
|
3389
|
+
* Get all email templates
|
|
3380
3390
|
*/
|
|
3381
|
-
async
|
|
3391
|
+
async getEmailTemplates(params) {
|
|
3382
3392
|
const queryParams = new URLSearchParams();
|
|
3383
3393
|
if (params?.page)
|
|
3384
3394
|
queryParams.set('page', params.page.toString());
|
|
3385
3395
|
if (params?.limit)
|
|
3386
3396
|
queryParams.set('limit', params.limit.toString());
|
|
3387
3397
|
const query = queryParams.toString();
|
|
3388
|
-
const endpoint = `/api/workspaces/${this.workspaceId}/
|
|
3398
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/email-templates${query ? `?${query}` : ''}`;
|
|
3389
3399
|
return this.request(endpoint);
|
|
3390
3400
|
}
|
|
3391
|
-
// ============================================
|
|
3392
|
-
// PIPELINES API
|
|
3393
|
-
// ============================================
|
|
3394
|
-
/**
|
|
3395
|
-
* Get all pipelines
|
|
3396
|
-
*/
|
|
3397
|
-
async getPipelines() {
|
|
3398
|
-
return this.request(`/api/workspaces/${this.workspaceId}/pipelines`);
|
|
3399
|
-
}
|
|
3400
3401
|
/**
|
|
3401
|
-
* Get a single
|
|
3402
|
+
* Get a single email template by ID
|
|
3402
3403
|
*/
|
|
3403
|
-
async
|
|
3404
|
-
return this.request(`/api/workspaces/${this.workspaceId}/
|
|
3404
|
+
async getEmailTemplate(templateId) {
|
|
3405
|
+
return this.request(`/api/workspaces/${this.workspaceId}/email-templates/${templateId}`);
|
|
3405
3406
|
}
|
|
3406
3407
|
/**
|
|
3407
|
-
* Create a new
|
|
3408
|
+
* Create a new email template
|
|
3408
3409
|
*/
|
|
3409
|
-
async
|
|
3410
|
-
return this.request(`/api/workspaces/${this.workspaceId}/
|
|
3410
|
+
async createEmailTemplate(template) {
|
|
3411
|
+
return this.request(`/api/workspaces/${this.workspaceId}/email-templates`, {
|
|
3411
3412
|
method: 'POST',
|
|
3412
|
-
body: JSON.stringify(
|
|
3413
|
+
body: JSON.stringify(template),
|
|
3413
3414
|
});
|
|
3414
3415
|
}
|
|
3415
3416
|
/**
|
|
3416
|
-
* Update an
|
|
3417
|
+
* Update an email template
|
|
3417
3418
|
*/
|
|
3418
|
-
async
|
|
3419
|
-
return this.request(`/api/workspaces/${this.workspaceId}/
|
|
3419
|
+
async updateEmailTemplate(templateId, updates) {
|
|
3420
|
+
return this.request(`/api/workspaces/${this.workspaceId}/email-templates/${templateId}`, {
|
|
3420
3421
|
method: 'PUT',
|
|
3421
3422
|
body: JSON.stringify(updates),
|
|
3422
3423
|
});
|
|
3423
3424
|
}
|
|
3424
3425
|
/**
|
|
3425
|
-
* Delete
|
|
3426
|
+
* Delete an email template
|
|
3426
3427
|
*/
|
|
3427
|
-
async
|
|
3428
|
-
return this.request(`/api/workspaces/${this.workspaceId}/
|
|
3428
|
+
async deleteEmailTemplate(templateId) {
|
|
3429
|
+
return this.request(`/api/workspaces/${this.workspaceId}/email-templates/${templateId}`, {
|
|
3429
3430
|
method: 'DELETE',
|
|
3430
3431
|
});
|
|
3431
3432
|
}
|
|
3433
|
+
/**
|
|
3434
|
+
* Send an email using a template
|
|
3435
|
+
*/
|
|
3436
|
+
async sendEmail(data) {
|
|
3437
|
+
return this.request(`/api/workspaces/${this.workspaceId}/emails/send`, {
|
|
3438
|
+
method: 'POST',
|
|
3439
|
+
body: JSON.stringify(data),
|
|
3440
|
+
});
|
|
3441
|
+
}
|
|
3432
3442
|
// ============================================
|
|
3433
|
-
//
|
|
3443
|
+
// EVENT TRIGGERS API (delegated to triggers manager)
|
|
3434
3444
|
// ============================================
|
|
3435
3445
|
/**
|
|
3436
|
-
* Get all
|
|
3446
|
+
* Get all event triggers
|
|
3437
3447
|
*/
|
|
3438
|
-
async
|
|
3439
|
-
|
|
3440
|
-
if (params?.page)
|
|
3441
|
-
queryParams.set('page', params.page.toString());
|
|
3442
|
-
if (params?.limit)
|
|
3443
|
-
queryParams.set('limit', params.limit.toString());
|
|
3444
|
-
if (params?.status)
|
|
3445
|
-
queryParams.set('status', params.status);
|
|
3446
|
-
if (params?.priority)
|
|
3447
|
-
queryParams.set('priority', params.priority);
|
|
3448
|
-
if (params?.contactId)
|
|
3449
|
-
queryParams.set('contactId', params.contactId);
|
|
3450
|
-
if (params?.companyId)
|
|
3451
|
-
queryParams.set('companyId', params.companyId);
|
|
3452
|
-
if (params?.opportunityId)
|
|
3453
|
-
queryParams.set('opportunityId', params.opportunityId);
|
|
3454
|
-
const query = queryParams.toString();
|
|
3455
|
-
const endpoint = `/api/workspaces/${this.workspaceId}/tasks${query ? `?${query}` : ''}`;
|
|
3456
|
-
return this.request(endpoint);
|
|
3448
|
+
async getEventTriggers() {
|
|
3449
|
+
return this.triggers.getTriggers();
|
|
3457
3450
|
}
|
|
3458
3451
|
/**
|
|
3459
|
-
*
|
|
3452
|
+
* Create a new event trigger
|
|
3460
3453
|
*/
|
|
3461
|
-
async
|
|
3462
|
-
return this.
|
|
3454
|
+
async createEventTrigger(trigger) {
|
|
3455
|
+
return this.triggers.createTrigger(trigger);
|
|
3463
3456
|
}
|
|
3464
3457
|
/**
|
|
3465
|
-
*
|
|
3458
|
+
* Update an event trigger
|
|
3466
3459
|
*/
|
|
3467
|
-
async
|
|
3468
|
-
return this.
|
|
3469
|
-
method: 'POST',
|
|
3470
|
-
body: JSON.stringify(task),
|
|
3471
|
-
});
|
|
3460
|
+
async updateEventTrigger(triggerId, updates) {
|
|
3461
|
+
return this.triggers.updateTrigger(triggerId, updates);
|
|
3472
3462
|
}
|
|
3473
3463
|
/**
|
|
3474
|
-
*
|
|
3464
|
+
* Delete an event trigger
|
|
3475
3465
|
*/
|
|
3476
|
-
async
|
|
3477
|
-
return this.
|
|
3478
|
-
|
|
3479
|
-
|
|
3466
|
+
async deleteEventTrigger(triggerId) {
|
|
3467
|
+
return this.triggers.deleteTrigger(triggerId);
|
|
3468
|
+
}
|
|
3469
|
+
}
|
|
3470
|
+
|
|
3471
|
+
/**
|
|
3472
|
+
* Clianta SDK - Main Tracker Class
|
|
3473
|
+
* @see SDK_VERSION in core/config.ts
|
|
3474
|
+
*/
|
|
3475
|
+
/**
|
|
3476
|
+
* Main Clianta Tracker Class
|
|
3477
|
+
*/
|
|
3478
|
+
class Tracker {
|
|
3479
|
+
constructor(workspaceId, userConfig = {}) {
|
|
3480
|
+
this.plugins = [];
|
|
3481
|
+
this.isInitialized = false;
|
|
3482
|
+
/** contactId after a successful identify() call */
|
|
3483
|
+
this.contactId = null;
|
|
3484
|
+
/** Pending identify retry on next flush */
|
|
3485
|
+
this.pendingIdentify = null;
|
|
3486
|
+
if (!workspaceId) {
|
|
3487
|
+
throw new Error('[Clianta] Workspace ID is required');
|
|
3488
|
+
}
|
|
3489
|
+
this.workspaceId = workspaceId;
|
|
3490
|
+
this.config = mergeConfig(userConfig);
|
|
3491
|
+
// Setup debug mode
|
|
3492
|
+
logger.enabled = this.config.debug;
|
|
3493
|
+
logger.info(`Initializing SDK v${SDK_VERSION}`, { workspaceId });
|
|
3494
|
+
// Initialize consent manager
|
|
3495
|
+
this.consentManager = new ConsentManager({
|
|
3496
|
+
...this.config.consent,
|
|
3497
|
+
onConsentChange: (state, previous) => {
|
|
3498
|
+
this.onConsentChange(state, previous);
|
|
3499
|
+
},
|
|
3500
|
+
});
|
|
3501
|
+
// Initialize transport and queue
|
|
3502
|
+
this.transport = new Transport({ apiEndpoint: this.config.apiEndpoint });
|
|
3503
|
+
this.queue = new EventQueue(this.transport, {
|
|
3504
|
+
batchSize: this.config.batchSize,
|
|
3505
|
+
flushInterval: this.config.flushInterval,
|
|
3480
3506
|
});
|
|
3507
|
+
// Get or create visitor and session IDs based on mode
|
|
3508
|
+
this.visitorId = this.createVisitorId();
|
|
3509
|
+
this.sessionId = this.createSessionId();
|
|
3510
|
+
logger.debug('IDs created', { visitorId: this.visitorId, sessionId: this.sessionId });
|
|
3511
|
+
// Initialize plugins
|
|
3512
|
+
this.initPlugins();
|
|
3513
|
+
this.isInitialized = true;
|
|
3514
|
+
logger.info('SDK initialized successfully');
|
|
3481
3515
|
}
|
|
3482
3516
|
/**
|
|
3483
|
-
*
|
|
3517
|
+
* Create visitor ID based on storage mode
|
|
3484
3518
|
*/
|
|
3485
|
-
|
|
3486
|
-
|
|
3487
|
-
|
|
3488
|
-
|
|
3519
|
+
createVisitorId() {
|
|
3520
|
+
// Anonymous mode: use temporary ID until consent
|
|
3521
|
+
if (this.config.consent.anonymousMode && !this.consentManager.hasExplicit()) {
|
|
3522
|
+
const key = STORAGE_KEYS.VISITOR_ID + '_anon';
|
|
3523
|
+
let anonId = getSessionStorage(key);
|
|
3524
|
+
if (!anonId) {
|
|
3525
|
+
anonId = 'anon_' + generateUUID();
|
|
3526
|
+
setSessionStorage(key, anonId);
|
|
3527
|
+
}
|
|
3528
|
+
return anonId;
|
|
3529
|
+
}
|
|
3530
|
+
// Cookie-less mode: use sessionStorage only
|
|
3531
|
+
if (this.config.cookielessMode) {
|
|
3532
|
+
let visitorId = getSessionStorage(STORAGE_KEYS.VISITOR_ID);
|
|
3533
|
+
if (!visitorId) {
|
|
3534
|
+
visitorId = generateUUID();
|
|
3535
|
+
setSessionStorage(STORAGE_KEYS.VISITOR_ID, visitorId);
|
|
3536
|
+
}
|
|
3537
|
+
return visitorId;
|
|
3538
|
+
}
|
|
3539
|
+
// Normal mode
|
|
3540
|
+
return getOrCreateVisitorId(this.config.useCookies);
|
|
3489
3541
|
}
|
|
3490
3542
|
/**
|
|
3491
|
-
*
|
|
3543
|
+
* Create session ID
|
|
3492
3544
|
*/
|
|
3493
|
-
|
|
3494
|
-
return
|
|
3495
|
-
method: 'DELETE',
|
|
3496
|
-
});
|
|
3545
|
+
createSessionId() {
|
|
3546
|
+
return getOrCreateSessionId(this.config.sessionTimeout);
|
|
3497
3547
|
}
|
|
3498
|
-
// ============================================
|
|
3499
|
-
// ACTIVITIES API
|
|
3500
|
-
// ============================================
|
|
3501
3548
|
/**
|
|
3502
|
-
*
|
|
3549
|
+
* Handle consent state changes
|
|
3503
3550
|
*/
|
|
3504
|
-
|
|
3505
|
-
|
|
3506
|
-
|
|
3507
|
-
|
|
3508
|
-
|
|
3509
|
-
|
|
3510
|
-
|
|
3511
|
-
|
|
3512
|
-
|
|
3513
|
-
|
|
3514
|
-
|
|
3551
|
+
onConsentChange(state, previous) {
|
|
3552
|
+
logger.debug('Consent changed:', { from: previous, to: state });
|
|
3553
|
+
// If analytics consent was just granted
|
|
3554
|
+
if (state.analytics && !previous.analytics) {
|
|
3555
|
+
// Upgrade from anonymous ID to persistent ID
|
|
3556
|
+
if (this.config.consent.anonymousMode) {
|
|
3557
|
+
this.visitorId = getOrCreateVisitorId(this.config.useCookies);
|
|
3558
|
+
logger.info('Upgraded from anonymous to persistent visitor ID');
|
|
3559
|
+
}
|
|
3560
|
+
// Flush buffered events
|
|
3561
|
+
const buffered = this.consentManager.flushBuffer();
|
|
3562
|
+
for (const event of buffered) {
|
|
3563
|
+
// Update event with new visitor ID
|
|
3564
|
+
event.visitorId = this.visitorId;
|
|
3565
|
+
this.queue.push(event);
|
|
3566
|
+
}
|
|
3567
|
+
}
|
|
3515
3568
|
}
|
|
3516
3569
|
/**
|
|
3517
|
-
*
|
|
3570
|
+
* Initialize enabled plugins
|
|
3571
|
+
* Handles both sync and async plugin init methods
|
|
3518
3572
|
*/
|
|
3519
|
-
|
|
3520
|
-
const
|
|
3521
|
-
if
|
|
3522
|
-
|
|
3523
|
-
|
|
3524
|
-
|
|
3525
|
-
|
|
3526
|
-
|
|
3527
|
-
|
|
3528
|
-
|
|
3529
|
-
|
|
3573
|
+
initPlugins() {
|
|
3574
|
+
const pluginsToLoad = this.config.plugins;
|
|
3575
|
+
// Skip pageView plugin if autoPageView is disabled
|
|
3576
|
+
const filteredPlugins = this.config.autoPageView
|
|
3577
|
+
? pluginsToLoad
|
|
3578
|
+
: pluginsToLoad.filter((p) => p !== 'pageView');
|
|
3579
|
+
for (const pluginName of filteredPlugins) {
|
|
3580
|
+
try {
|
|
3581
|
+
const plugin = getPlugin(pluginName);
|
|
3582
|
+
// Handle both sync and async init (fire-and-forget for async)
|
|
3583
|
+
const result = plugin.init(this);
|
|
3584
|
+
if (result instanceof Promise) {
|
|
3585
|
+
result.catch((error) => {
|
|
3586
|
+
logger.error(`Async plugin init failed: ${pluginName}`, error);
|
|
3587
|
+
});
|
|
3588
|
+
}
|
|
3589
|
+
this.plugins.push(plugin);
|
|
3590
|
+
logger.debug(`Plugin loaded: ${pluginName}`);
|
|
3591
|
+
}
|
|
3592
|
+
catch (error) {
|
|
3593
|
+
logger.error(`Failed to load plugin: ${pluginName}`, error);
|
|
3594
|
+
}
|
|
3595
|
+
}
|
|
3530
3596
|
}
|
|
3531
3597
|
/**
|
|
3532
|
-
*
|
|
3598
|
+
* Track a custom event
|
|
3533
3599
|
*/
|
|
3534
|
-
|
|
3535
|
-
|
|
3536
|
-
|
|
3537
|
-
|
|
3538
|
-
endpoint = `/api/workspaces/${this.workspaceId}/opportunities/${activity.opportunityId}/activities`;
|
|
3600
|
+
track(eventType, eventName, properties = {}) {
|
|
3601
|
+
if (!this.isInitialized) {
|
|
3602
|
+
logger.warn('SDK not initialized, event dropped');
|
|
3603
|
+
return;
|
|
3539
3604
|
}
|
|
3540
|
-
|
|
3541
|
-
|
|
3605
|
+
const event = {
|
|
3606
|
+
workspaceId: this.workspaceId,
|
|
3607
|
+
visitorId: this.visitorId,
|
|
3608
|
+
sessionId: this.sessionId,
|
|
3609
|
+
eventType: eventType,
|
|
3610
|
+
eventName,
|
|
3611
|
+
url: typeof window !== 'undefined' ? window.location.href : '',
|
|
3612
|
+
referrer: typeof document !== 'undefined' ? document.referrer || undefined : undefined,
|
|
3613
|
+
properties: {
|
|
3614
|
+
...properties,
|
|
3615
|
+
eventId: generateUUID(), // Unique ID for deduplication on retry
|
|
3616
|
+
},
|
|
3617
|
+
device: getDeviceInfo(),
|
|
3618
|
+
...getUTMParams(),
|
|
3619
|
+
timestamp: new Date().toISOString(),
|
|
3620
|
+
sdkVersion: SDK_VERSION,
|
|
3621
|
+
};
|
|
3622
|
+
// Attach contactId if known (from a prior identify() call)
|
|
3623
|
+
if (this.contactId) {
|
|
3624
|
+
event.contactId = this.contactId;
|
|
3542
3625
|
}
|
|
3543
|
-
|
|
3544
|
-
|
|
3626
|
+
// Check consent before tracking
|
|
3627
|
+
if (!this.consentManager.canTrack()) {
|
|
3628
|
+
// Buffer event for later if waitForConsent is enabled
|
|
3629
|
+
if (this.config.consent.waitForConsent) {
|
|
3630
|
+
this.consentManager.bufferEvent(event);
|
|
3631
|
+
return;
|
|
3632
|
+
}
|
|
3633
|
+
// Otherwise drop the event
|
|
3634
|
+
logger.debug('Event dropped (no consent):', eventName);
|
|
3635
|
+
return;
|
|
3545
3636
|
}
|
|
3546
|
-
|
|
3547
|
-
|
|
3548
|
-
body: JSON.stringify(activity),
|
|
3549
|
-
});
|
|
3637
|
+
this.queue.push(event);
|
|
3638
|
+
logger.debug('Event tracked:', eventName, properties);
|
|
3550
3639
|
}
|
|
3551
3640
|
/**
|
|
3552
|
-
*
|
|
3641
|
+
* Track a page view
|
|
3553
3642
|
*/
|
|
3554
|
-
|
|
3555
|
-
|
|
3556
|
-
|
|
3557
|
-
|
|
3643
|
+
page(name, properties = {}) {
|
|
3644
|
+
const pageName = name || (typeof document !== 'undefined' ? document.title : 'Page View');
|
|
3645
|
+
this.track('page_view', pageName, {
|
|
3646
|
+
...properties,
|
|
3647
|
+
path: typeof window !== 'undefined' ? window.location.pathname : '',
|
|
3558
3648
|
});
|
|
3559
3649
|
}
|
|
3560
3650
|
/**
|
|
3561
|
-
*
|
|
3651
|
+
* Identify a visitor.
|
|
3652
|
+
* Links the anonymous visitorId to a CRM contact and returns the contactId.
|
|
3653
|
+
* All subsequent track() calls will include the contactId automatically.
|
|
3562
3654
|
*/
|
|
3563
|
-
async
|
|
3564
|
-
|
|
3565
|
-
|
|
3655
|
+
async identify(email, traits = {}) {
|
|
3656
|
+
if (!email) {
|
|
3657
|
+
logger.warn('Email is required for identification');
|
|
3658
|
+
return null;
|
|
3659
|
+
}
|
|
3660
|
+
logger.info('Identifying visitor:', email);
|
|
3661
|
+
const result = await this.transport.sendIdentify({
|
|
3662
|
+
workspaceId: this.workspaceId,
|
|
3663
|
+
visitorId: this.visitorId,
|
|
3664
|
+
email,
|
|
3665
|
+
properties: traits,
|
|
3566
3666
|
});
|
|
3667
|
+
if (result.success) {
|
|
3668
|
+
logger.info('Visitor identified successfully, contactId:', result.contactId);
|
|
3669
|
+
// Store contactId so all future track() calls include it
|
|
3670
|
+
this.contactId = result.contactId ?? null;
|
|
3671
|
+
this.pendingIdentify = null;
|
|
3672
|
+
return this.contactId;
|
|
3673
|
+
}
|
|
3674
|
+
else {
|
|
3675
|
+
logger.error('Failed to identify visitor:', result.error);
|
|
3676
|
+
// Store for retry on next flush
|
|
3677
|
+
this.pendingIdentify = { email, traits };
|
|
3678
|
+
return null;
|
|
3679
|
+
}
|
|
3567
3680
|
}
|
|
3568
3681
|
/**
|
|
3569
|
-
*
|
|
3682
|
+
* Send a server-side inbound event via the API key endpoint.
|
|
3683
|
+
* Convenience proxy to CRMClient.sendEvent() — requires apiKey in config.
|
|
3570
3684
|
*/
|
|
3571
|
-
async
|
|
3572
|
-
|
|
3573
|
-
|
|
3574
|
-
|
|
3575
|
-
|
|
3576
|
-
|
|
3577
|
-
|
|
3578
|
-
|
|
3579
|
-
contactId: data.contactId,
|
|
3580
|
-
opportunityId: data.opportunityId,
|
|
3581
|
-
});
|
|
3685
|
+
async sendEvent(payload) {
|
|
3686
|
+
const apiKey = this.config.apiKey;
|
|
3687
|
+
if (!apiKey) {
|
|
3688
|
+
logger.error('sendEvent() requires an apiKey in the SDK config');
|
|
3689
|
+
return { success: false, contactCreated: false, event: payload.event, error: 'No API key configured' };
|
|
3690
|
+
}
|
|
3691
|
+
const client = new CRMClient(this.config.apiEndpoint, this.workspaceId, undefined, apiKey);
|
|
3692
|
+
return client.sendEvent(payload);
|
|
3582
3693
|
}
|
|
3583
3694
|
/**
|
|
3584
|
-
*
|
|
3695
|
+
* Retry pending identify call
|
|
3585
3696
|
*/
|
|
3586
|
-
async
|
|
3587
|
-
|
|
3588
|
-
|
|
3589
|
-
|
|
3590
|
-
|
|
3591
|
-
|
|
3592
|
-
description: data.notes,
|
|
3593
|
-
contactId: data.contactId,
|
|
3594
|
-
opportunityId: data.opportunityId,
|
|
3595
|
-
});
|
|
3697
|
+
async retryPendingIdentify() {
|
|
3698
|
+
if (!this.pendingIdentify)
|
|
3699
|
+
return;
|
|
3700
|
+
const { email, traits } = this.pendingIdentify;
|
|
3701
|
+
this.pendingIdentify = null;
|
|
3702
|
+
await this.identify(email, traits);
|
|
3596
3703
|
}
|
|
3597
3704
|
/**
|
|
3598
|
-
*
|
|
3705
|
+
* Update consent state
|
|
3599
3706
|
*/
|
|
3600
|
-
|
|
3601
|
-
|
|
3602
|
-
type: 'note',
|
|
3603
|
-
title: 'Note',
|
|
3604
|
-
description: data.content,
|
|
3605
|
-
contactId: data.contactId,
|
|
3606
|
-
opportunityId: data.opportunityId,
|
|
3607
|
-
});
|
|
3707
|
+
consent(state) {
|
|
3708
|
+
this.consentManager.update(state);
|
|
3608
3709
|
}
|
|
3609
|
-
// ============================================
|
|
3610
|
-
// EMAIL TEMPLATES API
|
|
3611
|
-
// ============================================
|
|
3612
3710
|
/**
|
|
3613
|
-
* Get
|
|
3711
|
+
* Get current consent state
|
|
3614
3712
|
*/
|
|
3615
|
-
|
|
3616
|
-
|
|
3617
|
-
if (params?.page)
|
|
3618
|
-
queryParams.set('page', params.page.toString());
|
|
3619
|
-
if (params?.limit)
|
|
3620
|
-
queryParams.set('limit', params.limit.toString());
|
|
3621
|
-
const query = queryParams.toString();
|
|
3622
|
-
const endpoint = `/api/workspaces/${this.workspaceId}/email-templates${query ? `?${query}` : ''}`;
|
|
3623
|
-
return this.request(endpoint);
|
|
3713
|
+
getConsentState() {
|
|
3714
|
+
return this.consentManager.getState();
|
|
3624
3715
|
}
|
|
3625
3716
|
/**
|
|
3626
|
-
*
|
|
3717
|
+
* Toggle debug mode
|
|
3627
3718
|
*/
|
|
3628
|
-
|
|
3629
|
-
|
|
3719
|
+
debug(enabled) {
|
|
3720
|
+
logger.enabled = enabled;
|
|
3721
|
+
logger.info(`Debug mode ${enabled ? 'enabled' : 'disabled'}`);
|
|
3630
3722
|
}
|
|
3631
3723
|
/**
|
|
3632
|
-
*
|
|
3724
|
+
* Get visitor ID
|
|
3633
3725
|
*/
|
|
3634
|
-
|
|
3635
|
-
return this.
|
|
3636
|
-
method: 'POST',
|
|
3637
|
-
body: JSON.stringify(template),
|
|
3638
|
-
});
|
|
3726
|
+
getVisitorId() {
|
|
3727
|
+
return this.visitorId;
|
|
3639
3728
|
}
|
|
3640
3729
|
/**
|
|
3641
|
-
*
|
|
3730
|
+
* Get session ID
|
|
3642
3731
|
*/
|
|
3643
|
-
|
|
3644
|
-
return this.
|
|
3645
|
-
method: 'PUT',
|
|
3646
|
-
body: JSON.stringify(updates),
|
|
3647
|
-
});
|
|
3732
|
+
getSessionId() {
|
|
3733
|
+
return this.sessionId;
|
|
3648
3734
|
}
|
|
3649
3735
|
/**
|
|
3650
|
-
*
|
|
3736
|
+
* Get workspace ID
|
|
3651
3737
|
*/
|
|
3652
|
-
|
|
3653
|
-
return this.
|
|
3654
|
-
method: 'DELETE',
|
|
3655
|
-
});
|
|
3738
|
+
getWorkspaceId() {
|
|
3739
|
+
return this.workspaceId;
|
|
3656
3740
|
}
|
|
3657
3741
|
/**
|
|
3658
|
-
*
|
|
3742
|
+
* Get current configuration
|
|
3659
3743
|
*/
|
|
3660
|
-
|
|
3661
|
-
return
|
|
3662
|
-
method: 'POST',
|
|
3663
|
-
body: JSON.stringify(data),
|
|
3664
|
-
});
|
|
3744
|
+
getConfig() {
|
|
3745
|
+
return { ...this.config };
|
|
3665
3746
|
}
|
|
3666
|
-
// ============================================
|
|
3667
|
-
// EVENT TRIGGERS API (delegated to triggers manager)
|
|
3668
|
-
// ============================================
|
|
3669
3747
|
/**
|
|
3670
|
-
*
|
|
3748
|
+
* Force flush event queue
|
|
3671
3749
|
*/
|
|
3672
|
-
async
|
|
3673
|
-
|
|
3750
|
+
async flush() {
|
|
3751
|
+
await this.retryPendingIdentify();
|
|
3752
|
+
await this.queue.flush();
|
|
3674
3753
|
}
|
|
3675
3754
|
/**
|
|
3676
|
-
*
|
|
3755
|
+
* Reset visitor and session (for logout)
|
|
3677
3756
|
*/
|
|
3678
|
-
|
|
3679
|
-
|
|
3757
|
+
reset() {
|
|
3758
|
+
logger.info('Resetting visitor data');
|
|
3759
|
+
resetIds(this.config.useCookies);
|
|
3760
|
+
this.visitorId = this.createVisitorId();
|
|
3761
|
+
this.sessionId = this.createSessionId();
|
|
3762
|
+
this.queue.clear();
|
|
3680
3763
|
}
|
|
3681
3764
|
/**
|
|
3682
|
-
*
|
|
3765
|
+
* Delete all stored user data (GDPR right-to-erasure)
|
|
3683
3766
|
*/
|
|
3684
|
-
|
|
3685
|
-
|
|
3767
|
+
deleteData() {
|
|
3768
|
+
logger.info('Deleting all user data (GDPR request)');
|
|
3769
|
+
// Clear queue
|
|
3770
|
+
this.queue.clear();
|
|
3771
|
+
// Reset consent
|
|
3772
|
+
this.consentManager.reset();
|
|
3773
|
+
// Clear all stored IDs
|
|
3774
|
+
resetIds(this.config.useCookies);
|
|
3775
|
+
// Clear session storage items
|
|
3776
|
+
if (typeof sessionStorage !== 'undefined') {
|
|
3777
|
+
try {
|
|
3778
|
+
sessionStorage.removeItem(STORAGE_KEYS.VISITOR_ID);
|
|
3779
|
+
sessionStorage.removeItem(STORAGE_KEYS.VISITOR_ID + '_anon');
|
|
3780
|
+
sessionStorage.removeItem(STORAGE_KEYS.SESSION_ID);
|
|
3781
|
+
sessionStorage.removeItem(STORAGE_KEYS.SESSION_TIMESTAMP);
|
|
3782
|
+
}
|
|
3783
|
+
catch {
|
|
3784
|
+
// Ignore errors
|
|
3785
|
+
}
|
|
3786
|
+
}
|
|
3787
|
+
// Clear localStorage items
|
|
3788
|
+
if (typeof localStorage !== 'undefined') {
|
|
3789
|
+
try {
|
|
3790
|
+
localStorage.removeItem(STORAGE_KEYS.VISITOR_ID);
|
|
3791
|
+
localStorage.removeItem(STORAGE_KEYS.CONSENT);
|
|
3792
|
+
localStorage.removeItem(STORAGE_KEYS.EVENT_QUEUE);
|
|
3793
|
+
}
|
|
3794
|
+
catch {
|
|
3795
|
+
// Ignore errors
|
|
3796
|
+
}
|
|
3797
|
+
}
|
|
3798
|
+
// Generate new IDs
|
|
3799
|
+
this.visitorId = this.createVisitorId();
|
|
3800
|
+
this.sessionId = this.createSessionId();
|
|
3801
|
+
logger.info('All user data deleted');
|
|
3686
3802
|
}
|
|
3687
3803
|
/**
|
|
3688
|
-
*
|
|
3804
|
+
* Destroy tracker and cleanup
|
|
3689
3805
|
*/
|
|
3690
|
-
async
|
|
3691
|
-
|
|
3806
|
+
async destroy() {
|
|
3807
|
+
logger.info('Destroying tracker');
|
|
3808
|
+
// Flush any remaining events (await to ensure completion)
|
|
3809
|
+
await this.queue.flush();
|
|
3810
|
+
// Destroy plugins
|
|
3811
|
+
for (const plugin of this.plugins) {
|
|
3812
|
+
if (plugin.destroy) {
|
|
3813
|
+
plugin.destroy();
|
|
3814
|
+
}
|
|
3815
|
+
}
|
|
3816
|
+
this.plugins = [];
|
|
3817
|
+
// Destroy queue
|
|
3818
|
+
this.queue.destroy();
|
|
3819
|
+
this.isInitialized = false;
|
|
3692
3820
|
}
|
|
3693
3821
|
}
|
|
3694
3822
|
|