@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.esm.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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@@ -11,7 +11,7 @@ import { createContext, useRef, useEffect, useContext } from '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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@@ -37,6 +37,7 @@ 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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@@ -184,12 +185,39 @@ 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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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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2528
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*/
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-
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2530
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const
|
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2531
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-
|
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...properties,
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2533
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-
path: typeof window !== 'undefined' ? window.location.pathname : '',
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2506
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+
async deleteTrigger(triggerId) {
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2507
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+
const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`, {
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method: 'DELETE',
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});
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// Remove from cache if successful
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|
+
if (result.success) {
|
|
2512
|
+
this.triggers.delete(triggerId);
|
|
2513
|
+
}
|
|
2514
|
+
return result;
|
|
2535
2515
|
}
|
|
2536
2516
|
/**
|
|
2537
|
-
*
|
|
2538
|
-
*/
|
|
2539
|
-
async identify(email, traits = {}) {
|
|
2540
|
-
if (!email) {
|
|
2541
|
-
logger.warn('Email is required for identification');
|
|
2542
|
-
return;
|
|
2543
|
-
}
|
|
2544
|
-
logger.info('Identifying visitor:', email);
|
|
2545
|
-
const result = await this.transport.sendIdentify({
|
|
2546
|
-
workspaceId: this.workspaceId,
|
|
2547
|
-
visitorId: this.visitorId,
|
|
2548
|
-
email,
|
|
2549
|
-
properties: traits,
|
|
2550
|
-
});
|
|
2551
|
-
if (result.success) {
|
|
2552
|
-
logger.info('Visitor identified successfully');
|
|
2553
|
-
this.pendingIdentify = null;
|
|
2554
|
-
}
|
|
2555
|
-
else {
|
|
2556
|
-
logger.error('Failed to identify visitor:', result.error);
|
|
2557
|
-
// Store for retry on next flush
|
|
2558
|
-
this.pendingIdentify = { email, traits };
|
|
2559
|
-
}
|
|
2560
|
-
}
|
|
2561
|
-
/**
|
|
2562
|
-
* Retry pending identify call
|
|
2563
|
-
*/
|
|
2564
|
-
async retryPendingIdentify() {
|
|
2565
|
-
if (!this.pendingIdentify)
|
|
2566
|
-
return;
|
|
2567
|
-
const { email, traits } = this.pendingIdentify;
|
|
2568
|
-
this.pendingIdentify = null;
|
|
2569
|
-
await this.identify(email, traits);
|
|
2570
|
-
}
|
|
2571
|
-
/**
|
|
2572
|
-
* Update consent state
|
|
2573
|
-
*/
|
|
2574
|
-
consent(state) {
|
|
2575
|
-
this.consentManager.update(state);
|
|
2576
|
-
}
|
|
2577
|
-
/**
|
|
2578
|
-
* Get current consent state
|
|
2579
|
-
*/
|
|
2580
|
-
getConsentState() {
|
|
2581
|
-
return this.consentManager.getState();
|
|
2582
|
-
}
|
|
2583
|
-
/**
|
|
2584
|
-
* Toggle debug mode
|
|
2585
|
-
*/
|
|
2586
|
-
debug(enabled) {
|
|
2587
|
-
logger.enabled = enabled;
|
|
2588
|
-
logger.info(`Debug mode ${enabled ? 'enabled' : 'disabled'}`);
|
|
2589
|
-
}
|
|
2590
|
-
/**
|
|
2591
|
-
* Get visitor ID
|
|
2592
|
-
*/
|
|
2593
|
-
getVisitorId() {
|
|
2594
|
-
return this.visitorId;
|
|
2595
|
-
}
|
|
2596
|
-
/**
|
|
2597
|
-
* Get session ID
|
|
2598
|
-
*/
|
|
2599
|
-
getSessionId() {
|
|
2600
|
-
return this.sessionId;
|
|
2601
|
-
}
|
|
2602
|
-
/**
|
|
2603
|
-
* Get workspace ID
|
|
2604
|
-
*/
|
|
2605
|
-
getWorkspaceId() {
|
|
2606
|
-
return this.workspaceId;
|
|
2607
|
-
}
|
|
2608
|
-
/**
|
|
2609
|
-
* Get current configuration
|
|
2610
|
-
*/
|
|
2611
|
-
getConfig() {
|
|
2612
|
-
return { ...this.config };
|
|
2613
|
-
}
|
|
2614
|
-
/**
|
|
2615
|
-
* Force flush event queue
|
|
2616
|
-
*/
|
|
2617
|
-
async flush() {
|
|
2618
|
-
await this.retryPendingIdentify();
|
|
2619
|
-
await this.queue.flush();
|
|
2620
|
-
}
|
|
2621
|
-
/**
|
|
2622
|
-
* Reset visitor and session (for logout)
|
|
2623
|
-
*/
|
|
2624
|
-
reset() {
|
|
2625
|
-
logger.info('Resetting visitor data');
|
|
2626
|
-
resetIds(this.config.useCookies);
|
|
2627
|
-
this.visitorId = this.createVisitorId();
|
|
2628
|
-
this.sessionId = this.createSessionId();
|
|
2629
|
-
this.queue.clear();
|
|
2630
|
-
}
|
|
2631
|
-
/**
|
|
2632
|
-
* Delete all stored user data (GDPR right-to-erasure)
|
|
2633
|
-
*/
|
|
2634
|
-
deleteData() {
|
|
2635
|
-
logger.info('Deleting all user data (GDPR request)');
|
|
2636
|
-
// Clear queue
|
|
2637
|
-
this.queue.clear();
|
|
2638
|
-
// Reset consent
|
|
2639
|
-
this.consentManager.reset();
|
|
2640
|
-
// Clear all stored IDs
|
|
2641
|
-
resetIds(this.config.useCookies);
|
|
2642
|
-
// Clear session storage items
|
|
2643
|
-
if (typeof sessionStorage !== 'undefined') {
|
|
2644
|
-
try {
|
|
2645
|
-
sessionStorage.removeItem(STORAGE_KEYS.VISITOR_ID);
|
|
2646
|
-
sessionStorage.removeItem(STORAGE_KEYS.VISITOR_ID + '_anon');
|
|
2647
|
-
sessionStorage.removeItem(STORAGE_KEYS.SESSION_ID);
|
|
2648
|
-
sessionStorage.removeItem(STORAGE_KEYS.SESSION_TIMESTAMP);
|
|
2649
|
-
}
|
|
2650
|
-
catch {
|
|
2651
|
-
// Ignore errors
|
|
2652
|
-
}
|
|
2653
|
-
}
|
|
2654
|
-
// Clear localStorage items
|
|
2655
|
-
if (typeof localStorage !== 'undefined') {
|
|
2656
|
-
try {
|
|
2657
|
-
localStorage.removeItem(STORAGE_KEYS.VISITOR_ID);
|
|
2658
|
-
localStorage.removeItem(STORAGE_KEYS.CONSENT);
|
|
2659
|
-
localStorage.removeItem(STORAGE_KEYS.EVENT_QUEUE);
|
|
2660
|
-
}
|
|
2661
|
-
catch {
|
|
2662
|
-
// Ignore errors
|
|
2663
|
-
}
|
|
2664
|
-
}
|
|
2665
|
-
// Generate new IDs
|
|
2666
|
-
this.visitorId = this.createVisitorId();
|
|
2667
|
-
this.sessionId = this.createSessionId();
|
|
2668
|
-
logger.info('All user data deleted');
|
|
2669
|
-
}
|
|
2670
|
-
/**
|
|
2671
|
-
* Destroy tracker and cleanup
|
|
2672
|
-
*/
|
|
2673
|
-
async destroy() {
|
|
2674
|
-
logger.info('Destroying tracker');
|
|
2675
|
-
// Flush any remaining events (await to ensure completion)
|
|
2676
|
-
await this.queue.flush();
|
|
2677
|
-
// Destroy plugins
|
|
2678
|
-
for (const plugin of this.plugins) {
|
|
2679
|
-
if (plugin.destroy) {
|
|
2680
|
-
plugin.destroy();
|
|
2681
|
-
}
|
|
2682
|
-
}
|
|
2683
|
-
this.plugins = [];
|
|
2684
|
-
// Destroy queue
|
|
2685
|
-
this.queue.destroy();
|
|
2686
|
-
this.isInitialized = false;
|
|
2687
|
-
}
|
|
2688
|
-
}
|
|
2689
|
-
|
|
2690
|
-
/**
|
|
2691
|
-
* Clianta SDK - Event Triggers Manager
|
|
2692
|
-
* Manages event-driven automation and email notifications
|
|
2693
|
-
*/
|
|
2694
|
-
/**
|
|
2695
|
-
* Event Triggers Manager
|
|
2696
|
-
* Handles event-driven automation based on CRM actions
|
|
2697
|
-
*
|
|
2698
|
-
* Similar to:
|
|
2699
|
-
* - Salesforce: Process Builder, Flow Automation
|
|
2700
|
-
* - HubSpot: Workflows, Email Sequences
|
|
2701
|
-
* - Pipedrive: Workflow Automation
|
|
2702
|
-
*/
|
|
2703
|
-
class EventTriggersManager {
|
|
2704
|
-
constructor(apiEndpoint, workspaceId, authToken) {
|
|
2705
|
-
this.triggers = new Map();
|
|
2706
|
-
this.listeners = new Map();
|
|
2707
|
-
this.apiEndpoint = apiEndpoint;
|
|
2708
|
-
this.workspaceId = workspaceId;
|
|
2709
|
-
this.authToken = authToken;
|
|
2710
|
-
}
|
|
2711
|
-
/**
|
|
2712
|
-
* Set authentication token
|
|
2713
|
-
*/
|
|
2714
|
-
setAuthToken(token) {
|
|
2715
|
-
this.authToken = token;
|
|
2716
|
-
}
|
|
2717
|
-
/**
|
|
2718
|
-
* Make authenticated API request
|
|
2719
|
-
*/
|
|
2720
|
-
async request(endpoint, options = {}) {
|
|
2721
|
-
const url = `${this.apiEndpoint}${endpoint}`;
|
|
2722
|
-
const headers = {
|
|
2723
|
-
'Content-Type': 'application/json',
|
|
2724
|
-
...(options.headers || {}),
|
|
2725
|
-
};
|
|
2726
|
-
if (this.authToken) {
|
|
2727
|
-
headers['Authorization'] = `Bearer ${this.authToken}`;
|
|
2728
|
-
}
|
|
2729
|
-
try {
|
|
2730
|
-
const response = await fetch(url, {
|
|
2731
|
-
...options,
|
|
2732
|
-
headers,
|
|
2733
|
-
});
|
|
2734
|
-
const data = await response.json();
|
|
2735
|
-
if (!response.ok) {
|
|
2736
|
-
return {
|
|
2737
|
-
success: false,
|
|
2738
|
-
error: data.message || 'Request failed',
|
|
2739
|
-
status: response.status,
|
|
2740
|
-
};
|
|
2741
|
-
}
|
|
2742
|
-
return {
|
|
2743
|
-
success: true,
|
|
2744
|
-
data: data.data || data,
|
|
2745
|
-
status: response.status,
|
|
2746
|
-
};
|
|
2747
|
-
}
|
|
2748
|
-
catch (error) {
|
|
2749
|
-
return {
|
|
2750
|
-
success: false,
|
|
2751
|
-
error: error instanceof Error ? error.message : 'Network error',
|
|
2752
|
-
status: 0,
|
|
2753
|
-
};
|
|
2754
|
-
}
|
|
2755
|
-
}
|
|
2756
|
-
// ============================================
|
|
2757
|
-
// TRIGGER MANAGEMENT
|
|
2758
|
-
// ============================================
|
|
2759
|
-
/**
|
|
2760
|
-
* Get all event triggers
|
|
2761
|
-
*/
|
|
2762
|
-
async getTriggers() {
|
|
2763
|
-
return this.request(`/api/workspaces/${this.workspaceId}/triggers`);
|
|
2764
|
-
}
|
|
2765
|
-
/**
|
|
2766
|
-
* Get a single trigger by ID
|
|
2767
|
-
*/
|
|
2768
|
-
async getTrigger(triggerId) {
|
|
2769
|
-
return this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`);
|
|
2770
|
-
}
|
|
2771
|
-
/**
|
|
2772
|
-
* Create a new event trigger
|
|
2773
|
-
*/
|
|
2774
|
-
async createTrigger(trigger) {
|
|
2775
|
-
const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers`, {
|
|
2776
|
-
method: 'POST',
|
|
2777
|
-
body: JSON.stringify(trigger),
|
|
2778
|
-
});
|
|
2779
|
-
// Cache the trigger locally if successful
|
|
2780
|
-
if (result.success && result.data?._id) {
|
|
2781
|
-
this.triggers.set(result.data._id, result.data);
|
|
2782
|
-
}
|
|
2783
|
-
return result;
|
|
2784
|
-
}
|
|
2785
|
-
/**
|
|
2786
|
-
* Update an existing trigger
|
|
2787
|
-
*/
|
|
2788
|
-
async updateTrigger(triggerId, updates) {
|
|
2789
|
-
const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`, {
|
|
2790
|
-
method: 'PUT',
|
|
2791
|
-
body: JSON.stringify(updates),
|
|
2792
|
-
});
|
|
2793
|
-
// Update cache if successful
|
|
2794
|
-
if (result.success && result.data?._id) {
|
|
2795
|
-
this.triggers.set(result.data._id, result.data);
|
|
2796
|
-
}
|
|
2797
|
-
return result;
|
|
2798
|
-
}
|
|
2799
|
-
/**
|
|
2800
|
-
* Delete a trigger
|
|
2801
|
-
*/
|
|
2802
|
-
async deleteTrigger(triggerId) {
|
|
2803
|
-
const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`, {
|
|
2804
|
-
method: 'DELETE',
|
|
2805
|
-
});
|
|
2806
|
-
// Remove from cache if successful
|
|
2807
|
-
if (result.success) {
|
|
2808
|
-
this.triggers.delete(triggerId);
|
|
2809
|
-
}
|
|
2810
|
-
return result;
|
|
2811
|
-
}
|
|
2812
|
-
/**
|
|
2813
|
-
* Activate a trigger
|
|
2517
|
+
* Activate a trigger
|
|
2814
2518
|
*/
|
|
2815
2519
|
async activateTrigger(triggerId) {
|
|
2816
2520
|
return this.updateTrigger(triggerId, { isActive: true });
|
|
@@ -3129,19 +2833,29 @@ class EventTriggersManager {
|
|
|
3129
2833
|
* CRM API Client for managing contacts and opportunities
|
|
3130
2834
|
*/
|
|
3131
2835
|
class CRMClient {
|
|
3132
|
-
constructor(apiEndpoint, workspaceId, authToken) {
|
|
2836
|
+
constructor(apiEndpoint, workspaceId, authToken, apiKey) {
|
|
3133
2837
|
this.apiEndpoint = apiEndpoint;
|
|
3134
2838
|
this.workspaceId = workspaceId;
|
|
3135
2839
|
this.authToken = authToken;
|
|
2840
|
+
this.apiKey = apiKey;
|
|
3136
2841
|
this.triggers = new EventTriggersManager(apiEndpoint, workspaceId, authToken);
|
|
3137
2842
|
}
|
|
3138
2843
|
/**
|
|
3139
|
-
* Set authentication token for API requests
|
|
2844
|
+
* Set authentication token for API requests (user JWT)
|
|
3140
2845
|
*/
|
|
3141
2846
|
setAuthToken(token) {
|
|
3142
2847
|
this.authToken = token;
|
|
2848
|
+
this.apiKey = undefined;
|
|
3143
2849
|
this.triggers.setAuthToken(token);
|
|
3144
2850
|
}
|
|
2851
|
+
/**
|
|
2852
|
+
* Set workspace API key for server-to-server requests.
|
|
2853
|
+
* Use this instead of setAuthToken when integrating from an external app.
|
|
2854
|
+
*/
|
|
2855
|
+
setApiKey(key) {
|
|
2856
|
+
this.apiKey = key;
|
|
2857
|
+
this.authToken = undefined;
|
|
2858
|
+
}
|
|
3145
2859
|
/**
|
|
3146
2860
|
* Validate required parameter exists
|
|
3147
2861
|
* @throws {Error} if value is null/undefined or empty string
|
|
@@ -3160,7 +2874,10 @@ class CRMClient {
|
|
|
3160
2874
|
'Content-Type': 'application/json',
|
|
3161
2875
|
...(options.headers || {}),
|
|
3162
2876
|
};
|
|
3163
|
-
if (this.
|
|
2877
|
+
if (this.apiKey) {
|
|
2878
|
+
headers['X-Api-Key'] = this.apiKey;
|
|
2879
|
+
}
|
|
2880
|
+
else if (this.authToken) {
|
|
3164
2881
|
headers['Authorization'] = `Bearer ${this.authToken}`;
|
|
3165
2882
|
}
|
|
3166
2883
|
try {
|
|
@@ -3191,6 +2908,65 @@ class CRMClient {
|
|
|
3191
2908
|
}
|
|
3192
2909
|
}
|
|
3193
2910
|
// ============================================
|
|
2911
|
+
// INBOUND EVENTS API (API-key authenticated)
|
|
2912
|
+
// ============================================
|
|
2913
|
+
/**
|
|
2914
|
+
* Send an inbound event from an external app (e.g. user signup on client website).
|
|
2915
|
+
* Requires the client to be initialized with an API key via setApiKey() or the constructor.
|
|
2916
|
+
*
|
|
2917
|
+
* The contact is upserted in the CRM and matching workflow automations fire automatically.
|
|
2918
|
+
*
|
|
2919
|
+
* @example
|
|
2920
|
+
* const crm = new CRMClient('https://api.clianta.online', 'WORKSPACE_ID');
|
|
2921
|
+
* crm.setApiKey('mm_live_...');
|
|
2922
|
+
*
|
|
2923
|
+
* await crm.sendEvent({
|
|
2924
|
+
* event: 'user.registered',
|
|
2925
|
+
* contact: { email: 'alice@example.com', firstName: 'Alice' },
|
|
2926
|
+
* data: { plan: 'free', signupSource: 'homepage' },
|
|
2927
|
+
* });
|
|
2928
|
+
*/
|
|
2929
|
+
async sendEvent(payload) {
|
|
2930
|
+
const url = `${this.apiEndpoint}/api/public/events`;
|
|
2931
|
+
const headers = { 'Content-Type': 'application/json' };
|
|
2932
|
+
if (this.apiKey) {
|
|
2933
|
+
headers['X-Api-Key'] = this.apiKey;
|
|
2934
|
+
}
|
|
2935
|
+
else if (this.authToken) {
|
|
2936
|
+
headers['Authorization'] = `Bearer ${this.authToken}`;
|
|
2937
|
+
}
|
|
2938
|
+
try {
|
|
2939
|
+
const response = await fetch(url, {
|
|
2940
|
+
method: 'POST',
|
|
2941
|
+
headers,
|
|
2942
|
+
body: JSON.stringify(payload),
|
|
2943
|
+
});
|
|
2944
|
+
const data = await response.json();
|
|
2945
|
+
if (!response.ok) {
|
|
2946
|
+
return {
|
|
2947
|
+
success: false,
|
|
2948
|
+
contactCreated: false,
|
|
2949
|
+
event: payload.event,
|
|
2950
|
+
error: data.error || 'Request failed',
|
|
2951
|
+
};
|
|
2952
|
+
}
|
|
2953
|
+
return {
|
|
2954
|
+
success: data.success,
|
|
2955
|
+
contactCreated: data.contactCreated,
|
|
2956
|
+
contactId: data.contactId,
|
|
2957
|
+
event: data.event,
|
|
2958
|
+
};
|
|
2959
|
+
}
|
|
2960
|
+
catch (error) {
|
|
2961
|
+
return {
|
|
2962
|
+
success: false,
|
|
2963
|
+
contactCreated: false,
|
|
2964
|
+
event: payload.event,
|
|
2965
|
+
error: error instanceof Error ? error.message : 'Network error',
|
|
2966
|
+
};
|
|
2967
|
+
}
|
|
2968
|
+
}
|
|
2969
|
+
// ============================================
|
|
3194
2970
|
// CONTACTS API
|
|
3195
2971
|
// ============================================
|
|
3196
2972
|
/**
|
|
@@ -3374,319 +3150,671 @@ class CRMClient {
|
|
|
3374
3150
|
return this.request(endpoint);
|
|
3375
3151
|
}
|
|
3376
3152
|
/**
|
|
3377
|
-
* Get deals/opportunities belonging to a company
|
|
3153
|
+
* Get deals/opportunities belonging to a company
|
|
3154
|
+
*/
|
|
3155
|
+
async getCompanyDeals(companyId, params) {
|
|
3156
|
+
const queryParams = new URLSearchParams();
|
|
3157
|
+
if (params?.page)
|
|
3158
|
+
queryParams.set('page', params.page.toString());
|
|
3159
|
+
if (params?.limit)
|
|
3160
|
+
queryParams.set('limit', params.limit.toString());
|
|
3161
|
+
const query = queryParams.toString();
|
|
3162
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/companies/${companyId}/deals${query ? `?${query}` : ''}`;
|
|
3163
|
+
return this.request(endpoint);
|
|
3164
|
+
}
|
|
3165
|
+
// ============================================
|
|
3166
|
+
// PIPELINES API
|
|
3167
|
+
// ============================================
|
|
3168
|
+
/**
|
|
3169
|
+
* Get all pipelines
|
|
3170
|
+
*/
|
|
3171
|
+
async getPipelines() {
|
|
3172
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines`);
|
|
3173
|
+
}
|
|
3174
|
+
/**
|
|
3175
|
+
* Get a single pipeline by ID
|
|
3176
|
+
*/
|
|
3177
|
+
async getPipeline(pipelineId) {
|
|
3178
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines/${pipelineId}`);
|
|
3179
|
+
}
|
|
3180
|
+
/**
|
|
3181
|
+
* Create a new pipeline
|
|
3182
|
+
*/
|
|
3183
|
+
async createPipeline(pipeline) {
|
|
3184
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines`, {
|
|
3185
|
+
method: 'POST',
|
|
3186
|
+
body: JSON.stringify(pipeline),
|
|
3187
|
+
});
|
|
3188
|
+
}
|
|
3189
|
+
/**
|
|
3190
|
+
* Update an existing pipeline
|
|
3191
|
+
*/
|
|
3192
|
+
async updatePipeline(pipelineId, updates) {
|
|
3193
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines/${pipelineId}`, {
|
|
3194
|
+
method: 'PUT',
|
|
3195
|
+
body: JSON.stringify(updates),
|
|
3196
|
+
});
|
|
3197
|
+
}
|
|
3198
|
+
/**
|
|
3199
|
+
* Delete a pipeline
|
|
3200
|
+
*/
|
|
3201
|
+
async deletePipeline(pipelineId) {
|
|
3202
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines/${pipelineId}`, {
|
|
3203
|
+
method: 'DELETE',
|
|
3204
|
+
});
|
|
3205
|
+
}
|
|
3206
|
+
// ============================================
|
|
3207
|
+
// TASKS API
|
|
3208
|
+
// ============================================
|
|
3209
|
+
/**
|
|
3210
|
+
* Get all tasks with pagination
|
|
3211
|
+
*/
|
|
3212
|
+
async getTasks(params) {
|
|
3213
|
+
const queryParams = new URLSearchParams();
|
|
3214
|
+
if (params?.page)
|
|
3215
|
+
queryParams.set('page', params.page.toString());
|
|
3216
|
+
if (params?.limit)
|
|
3217
|
+
queryParams.set('limit', params.limit.toString());
|
|
3218
|
+
if (params?.status)
|
|
3219
|
+
queryParams.set('status', params.status);
|
|
3220
|
+
if (params?.priority)
|
|
3221
|
+
queryParams.set('priority', params.priority);
|
|
3222
|
+
if (params?.contactId)
|
|
3223
|
+
queryParams.set('contactId', params.contactId);
|
|
3224
|
+
if (params?.companyId)
|
|
3225
|
+
queryParams.set('companyId', params.companyId);
|
|
3226
|
+
if (params?.opportunityId)
|
|
3227
|
+
queryParams.set('opportunityId', params.opportunityId);
|
|
3228
|
+
const query = queryParams.toString();
|
|
3229
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/tasks${query ? `?${query}` : ''}`;
|
|
3230
|
+
return this.request(endpoint);
|
|
3231
|
+
}
|
|
3232
|
+
/**
|
|
3233
|
+
* Get a single task by ID
|
|
3234
|
+
*/
|
|
3235
|
+
async getTask(taskId) {
|
|
3236
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}`);
|
|
3237
|
+
}
|
|
3238
|
+
/**
|
|
3239
|
+
* Create a new task
|
|
3240
|
+
*/
|
|
3241
|
+
async createTask(task) {
|
|
3242
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks`, {
|
|
3243
|
+
method: 'POST',
|
|
3244
|
+
body: JSON.stringify(task),
|
|
3245
|
+
});
|
|
3246
|
+
}
|
|
3247
|
+
/**
|
|
3248
|
+
* Update an existing task
|
|
3249
|
+
*/
|
|
3250
|
+
async updateTask(taskId, updates) {
|
|
3251
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}`, {
|
|
3252
|
+
method: 'PUT',
|
|
3253
|
+
body: JSON.stringify(updates),
|
|
3254
|
+
});
|
|
3255
|
+
}
|
|
3256
|
+
/**
|
|
3257
|
+
* Mark a task as completed
|
|
3258
|
+
*/
|
|
3259
|
+
async completeTask(taskId) {
|
|
3260
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}/complete`, {
|
|
3261
|
+
method: 'PATCH',
|
|
3262
|
+
});
|
|
3263
|
+
}
|
|
3264
|
+
/**
|
|
3265
|
+
* Delete a task
|
|
3266
|
+
*/
|
|
3267
|
+
async deleteTask(taskId) {
|
|
3268
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}`, {
|
|
3269
|
+
method: 'DELETE',
|
|
3270
|
+
});
|
|
3271
|
+
}
|
|
3272
|
+
// ============================================
|
|
3273
|
+
// ACTIVITIES API
|
|
3274
|
+
// ============================================
|
|
3275
|
+
/**
|
|
3276
|
+
* Get activities for a contact
|
|
3277
|
+
*/
|
|
3278
|
+
async getContactActivities(contactId, params) {
|
|
3279
|
+
const queryParams = new URLSearchParams();
|
|
3280
|
+
if (params?.page)
|
|
3281
|
+
queryParams.set('page', params.page.toString());
|
|
3282
|
+
if (params?.limit)
|
|
3283
|
+
queryParams.set('limit', params.limit.toString());
|
|
3284
|
+
if (params?.type)
|
|
3285
|
+
queryParams.set('type', params.type);
|
|
3286
|
+
const query = queryParams.toString();
|
|
3287
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/contacts/${contactId}/activities${query ? `?${query}` : ''}`;
|
|
3288
|
+
return this.request(endpoint);
|
|
3289
|
+
}
|
|
3290
|
+
/**
|
|
3291
|
+
* Get activities for an opportunity/deal
|
|
3292
|
+
*/
|
|
3293
|
+
async getOpportunityActivities(opportunityId, params) {
|
|
3294
|
+
const queryParams = new URLSearchParams();
|
|
3295
|
+
if (params?.page)
|
|
3296
|
+
queryParams.set('page', params.page.toString());
|
|
3297
|
+
if (params?.limit)
|
|
3298
|
+
queryParams.set('limit', params.limit.toString());
|
|
3299
|
+
if (params?.type)
|
|
3300
|
+
queryParams.set('type', params.type);
|
|
3301
|
+
const query = queryParams.toString();
|
|
3302
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/opportunities/${opportunityId}/activities${query ? `?${query}` : ''}`;
|
|
3303
|
+
return this.request(endpoint);
|
|
3304
|
+
}
|
|
3305
|
+
/**
|
|
3306
|
+
* Create a new activity
|
|
3307
|
+
*/
|
|
3308
|
+
async createActivity(activity) {
|
|
3309
|
+
// Determine the correct endpoint based on related entity
|
|
3310
|
+
let endpoint;
|
|
3311
|
+
if (activity.opportunityId) {
|
|
3312
|
+
endpoint = `/api/workspaces/${this.workspaceId}/opportunities/${activity.opportunityId}/activities`;
|
|
3313
|
+
}
|
|
3314
|
+
else if (activity.contactId) {
|
|
3315
|
+
endpoint = `/api/workspaces/${this.workspaceId}/contacts/${activity.contactId}/activities`;
|
|
3316
|
+
}
|
|
3317
|
+
else {
|
|
3318
|
+
endpoint = `/api/workspaces/${this.workspaceId}/activities`;
|
|
3319
|
+
}
|
|
3320
|
+
return this.request(endpoint, {
|
|
3321
|
+
method: 'POST',
|
|
3322
|
+
body: JSON.stringify(activity),
|
|
3323
|
+
});
|
|
3324
|
+
}
|
|
3325
|
+
/**
|
|
3326
|
+
* Update an existing activity
|
|
3327
|
+
*/
|
|
3328
|
+
async updateActivity(activityId, updates) {
|
|
3329
|
+
return this.request(`/api/workspaces/${this.workspaceId}/activities/${activityId}`, {
|
|
3330
|
+
method: 'PATCH',
|
|
3331
|
+
body: JSON.stringify(updates),
|
|
3332
|
+
});
|
|
3333
|
+
}
|
|
3334
|
+
/**
|
|
3335
|
+
* Delete an activity
|
|
3336
|
+
*/
|
|
3337
|
+
async deleteActivity(activityId) {
|
|
3338
|
+
return this.request(`/api/workspaces/${this.workspaceId}/activities/${activityId}`, {
|
|
3339
|
+
method: 'DELETE',
|
|
3340
|
+
});
|
|
3341
|
+
}
|
|
3342
|
+
/**
|
|
3343
|
+
* Log a call activity
|
|
3344
|
+
*/
|
|
3345
|
+
async logCall(data) {
|
|
3346
|
+
return this.createActivity({
|
|
3347
|
+
type: 'call',
|
|
3348
|
+
title: `${data.direction === 'inbound' ? 'Inbound' : 'Outbound'} Call`,
|
|
3349
|
+
direction: data.direction,
|
|
3350
|
+
duration: data.duration,
|
|
3351
|
+
outcome: data.outcome,
|
|
3352
|
+
description: data.notes,
|
|
3353
|
+
contactId: data.contactId,
|
|
3354
|
+
opportunityId: data.opportunityId,
|
|
3355
|
+
});
|
|
3356
|
+
}
|
|
3357
|
+
/**
|
|
3358
|
+
* Log a meeting activity
|
|
3359
|
+
*/
|
|
3360
|
+
async logMeeting(data) {
|
|
3361
|
+
return this.createActivity({
|
|
3362
|
+
type: 'meeting',
|
|
3363
|
+
title: data.title,
|
|
3364
|
+
duration: data.duration,
|
|
3365
|
+
outcome: data.outcome,
|
|
3366
|
+
description: data.notes,
|
|
3367
|
+
contactId: data.contactId,
|
|
3368
|
+
opportunityId: data.opportunityId,
|
|
3369
|
+
});
|
|
3370
|
+
}
|
|
3371
|
+
/**
|
|
3372
|
+
* Add a note to a contact or opportunity
|
|
3373
|
+
*/
|
|
3374
|
+
async addNote(data) {
|
|
3375
|
+
return this.createActivity({
|
|
3376
|
+
type: 'note',
|
|
3377
|
+
title: 'Note',
|
|
3378
|
+
description: data.content,
|
|
3379
|
+
contactId: data.contactId,
|
|
3380
|
+
opportunityId: data.opportunityId,
|
|
3381
|
+
});
|
|
3382
|
+
}
|
|
3383
|
+
// ============================================
|
|
3384
|
+
// EMAIL TEMPLATES API
|
|
3385
|
+
// ============================================
|
|
3386
|
+
/**
|
|
3387
|
+
* Get all email templates
|
|
3378
3388
|
*/
|
|
3379
|
-
async
|
|
3389
|
+
async getEmailTemplates(params) {
|
|
3380
3390
|
const queryParams = new URLSearchParams();
|
|
3381
3391
|
if (params?.page)
|
|
3382
3392
|
queryParams.set('page', params.page.toString());
|
|
3383
3393
|
if (params?.limit)
|
|
3384
3394
|
queryParams.set('limit', params.limit.toString());
|
|
3385
3395
|
const query = queryParams.toString();
|
|
3386
|
-
const endpoint = `/api/workspaces/${this.workspaceId}/
|
|
3396
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/email-templates${query ? `?${query}` : ''}`;
|
|
3387
3397
|
return this.request(endpoint);
|
|
3388
3398
|
}
|
|
3389
|
-
// ============================================
|
|
3390
|
-
// PIPELINES API
|
|
3391
|
-
// ============================================
|
|
3392
|
-
/**
|
|
3393
|
-
* Get all pipelines
|
|
3394
|
-
*/
|
|
3395
|
-
async getPipelines() {
|
|
3396
|
-
return this.request(`/api/workspaces/${this.workspaceId}/pipelines`);
|
|
3397
|
-
}
|
|
3398
3399
|
/**
|
|
3399
|
-
* Get a single
|
|
3400
|
+
* Get a single email template by ID
|
|
3400
3401
|
*/
|
|
3401
|
-
async
|
|
3402
|
-
return this.request(`/api/workspaces/${this.workspaceId}/
|
|
3402
|
+
async getEmailTemplate(templateId) {
|
|
3403
|
+
return this.request(`/api/workspaces/${this.workspaceId}/email-templates/${templateId}`);
|
|
3403
3404
|
}
|
|
3404
3405
|
/**
|
|
3405
|
-
* Create a new
|
|
3406
|
+
* Create a new email template
|
|
3406
3407
|
*/
|
|
3407
|
-
async
|
|
3408
|
-
return this.request(`/api/workspaces/${this.workspaceId}/
|
|
3408
|
+
async createEmailTemplate(template) {
|
|
3409
|
+
return this.request(`/api/workspaces/${this.workspaceId}/email-templates`, {
|
|
3409
3410
|
method: 'POST',
|
|
3410
|
-
body: JSON.stringify(
|
|
3411
|
+
body: JSON.stringify(template),
|
|
3411
3412
|
});
|
|
3412
3413
|
}
|
|
3413
3414
|
/**
|
|
3414
|
-
* Update an
|
|
3415
|
+
* Update an email template
|
|
3415
3416
|
*/
|
|
3416
|
-
async
|
|
3417
|
-
return this.request(`/api/workspaces/${this.workspaceId}/
|
|
3417
|
+
async updateEmailTemplate(templateId, updates) {
|
|
3418
|
+
return this.request(`/api/workspaces/${this.workspaceId}/email-templates/${templateId}`, {
|
|
3418
3419
|
method: 'PUT',
|
|
3419
3420
|
body: JSON.stringify(updates),
|
|
3420
3421
|
});
|
|
3421
3422
|
}
|
|
3422
3423
|
/**
|
|
3423
|
-
* Delete
|
|
3424
|
+
* Delete an email template
|
|
3424
3425
|
*/
|
|
3425
|
-
async
|
|
3426
|
-
return this.request(`/api/workspaces/${this.workspaceId}/
|
|
3426
|
+
async deleteEmailTemplate(templateId) {
|
|
3427
|
+
return this.request(`/api/workspaces/${this.workspaceId}/email-templates/${templateId}`, {
|
|
3427
3428
|
method: 'DELETE',
|
|
3428
3429
|
});
|
|
3429
3430
|
}
|
|
3431
|
+
/**
|
|
3432
|
+
* Send an email using a template
|
|
3433
|
+
*/
|
|
3434
|
+
async sendEmail(data) {
|
|
3435
|
+
return this.request(`/api/workspaces/${this.workspaceId}/emails/send`, {
|
|
3436
|
+
method: 'POST',
|
|
3437
|
+
body: JSON.stringify(data),
|
|
3438
|
+
});
|
|
3439
|
+
}
|
|
3430
3440
|
// ============================================
|
|
3431
|
-
//
|
|
3441
|
+
// EVENT TRIGGERS API (delegated to triggers manager)
|
|
3432
3442
|
// ============================================
|
|
3433
3443
|
/**
|
|
3434
|
-
* Get all
|
|
3444
|
+
* Get all event triggers
|
|
3435
3445
|
*/
|
|
3436
|
-
async
|
|
3437
|
-
|
|
3438
|
-
if (params?.page)
|
|
3439
|
-
queryParams.set('page', params.page.toString());
|
|
3440
|
-
if (params?.limit)
|
|
3441
|
-
queryParams.set('limit', params.limit.toString());
|
|
3442
|
-
if (params?.status)
|
|
3443
|
-
queryParams.set('status', params.status);
|
|
3444
|
-
if (params?.priority)
|
|
3445
|
-
queryParams.set('priority', params.priority);
|
|
3446
|
-
if (params?.contactId)
|
|
3447
|
-
queryParams.set('contactId', params.contactId);
|
|
3448
|
-
if (params?.companyId)
|
|
3449
|
-
queryParams.set('companyId', params.companyId);
|
|
3450
|
-
if (params?.opportunityId)
|
|
3451
|
-
queryParams.set('opportunityId', params.opportunityId);
|
|
3452
|
-
const query = queryParams.toString();
|
|
3453
|
-
const endpoint = `/api/workspaces/${this.workspaceId}/tasks${query ? `?${query}` : ''}`;
|
|
3454
|
-
return this.request(endpoint);
|
|
3446
|
+
async getEventTriggers() {
|
|
3447
|
+
return this.triggers.getTriggers();
|
|
3455
3448
|
}
|
|
3456
3449
|
/**
|
|
3457
|
-
*
|
|
3450
|
+
* Create a new event trigger
|
|
3458
3451
|
*/
|
|
3459
|
-
async
|
|
3460
|
-
return this.
|
|
3452
|
+
async createEventTrigger(trigger) {
|
|
3453
|
+
return this.triggers.createTrigger(trigger);
|
|
3461
3454
|
}
|
|
3462
3455
|
/**
|
|
3463
|
-
*
|
|
3456
|
+
* Update an event trigger
|
|
3464
3457
|
*/
|
|
3465
|
-
async
|
|
3466
|
-
return this.
|
|
3467
|
-
method: 'POST',
|
|
3468
|
-
body: JSON.stringify(task),
|
|
3469
|
-
});
|
|
3458
|
+
async updateEventTrigger(triggerId, updates) {
|
|
3459
|
+
return this.triggers.updateTrigger(triggerId, updates);
|
|
3470
3460
|
}
|
|
3471
3461
|
/**
|
|
3472
|
-
*
|
|
3462
|
+
* Delete an event trigger
|
|
3473
3463
|
*/
|
|
3474
|
-
async
|
|
3475
|
-
return this.
|
|
3476
|
-
|
|
3477
|
-
|
|
3464
|
+
async deleteEventTrigger(triggerId) {
|
|
3465
|
+
return this.triggers.deleteTrigger(triggerId);
|
|
3466
|
+
}
|
|
3467
|
+
}
|
|
3468
|
+
|
|
3469
|
+
/**
|
|
3470
|
+
* Clianta SDK - Main Tracker Class
|
|
3471
|
+
* @see SDK_VERSION in core/config.ts
|
|
3472
|
+
*/
|
|
3473
|
+
/**
|
|
3474
|
+
* Main Clianta Tracker Class
|
|
3475
|
+
*/
|
|
3476
|
+
class Tracker {
|
|
3477
|
+
constructor(workspaceId, userConfig = {}) {
|
|
3478
|
+
this.plugins = [];
|
|
3479
|
+
this.isInitialized = false;
|
|
3480
|
+
/** contactId after a successful identify() call */
|
|
3481
|
+
this.contactId = null;
|
|
3482
|
+
/** Pending identify retry on next flush */
|
|
3483
|
+
this.pendingIdentify = null;
|
|
3484
|
+
if (!workspaceId) {
|
|
3485
|
+
throw new Error('[Clianta] Workspace ID is required');
|
|
3486
|
+
}
|
|
3487
|
+
this.workspaceId = workspaceId;
|
|
3488
|
+
this.config = mergeConfig(userConfig);
|
|
3489
|
+
// Setup debug mode
|
|
3490
|
+
logger.enabled = this.config.debug;
|
|
3491
|
+
logger.info(`Initializing SDK v${SDK_VERSION}`, { workspaceId });
|
|
3492
|
+
// Initialize consent manager
|
|
3493
|
+
this.consentManager = new ConsentManager({
|
|
3494
|
+
...this.config.consent,
|
|
3495
|
+
onConsentChange: (state, previous) => {
|
|
3496
|
+
this.onConsentChange(state, previous);
|
|
3497
|
+
},
|
|
3498
|
+
});
|
|
3499
|
+
// Initialize transport and queue
|
|
3500
|
+
this.transport = new Transport({ apiEndpoint: this.config.apiEndpoint });
|
|
3501
|
+
this.queue = new EventQueue(this.transport, {
|
|
3502
|
+
batchSize: this.config.batchSize,
|
|
3503
|
+
flushInterval: this.config.flushInterval,
|
|
3478
3504
|
});
|
|
3505
|
+
// Get or create visitor and session IDs based on mode
|
|
3506
|
+
this.visitorId = this.createVisitorId();
|
|
3507
|
+
this.sessionId = this.createSessionId();
|
|
3508
|
+
logger.debug('IDs created', { visitorId: this.visitorId, sessionId: this.sessionId });
|
|
3509
|
+
// Initialize plugins
|
|
3510
|
+
this.initPlugins();
|
|
3511
|
+
this.isInitialized = true;
|
|
3512
|
+
logger.info('SDK initialized successfully');
|
|
3479
3513
|
}
|
|
3480
3514
|
/**
|
|
3481
|
-
*
|
|
3515
|
+
* Create visitor ID based on storage mode
|
|
3482
3516
|
*/
|
|
3483
|
-
|
|
3484
|
-
|
|
3485
|
-
|
|
3486
|
-
|
|
3517
|
+
createVisitorId() {
|
|
3518
|
+
// Anonymous mode: use temporary ID until consent
|
|
3519
|
+
if (this.config.consent.anonymousMode && !this.consentManager.hasExplicit()) {
|
|
3520
|
+
const key = STORAGE_KEYS.VISITOR_ID + '_anon';
|
|
3521
|
+
let anonId = getSessionStorage(key);
|
|
3522
|
+
if (!anonId) {
|
|
3523
|
+
anonId = 'anon_' + generateUUID();
|
|
3524
|
+
setSessionStorage(key, anonId);
|
|
3525
|
+
}
|
|
3526
|
+
return anonId;
|
|
3527
|
+
}
|
|
3528
|
+
// Cookie-less mode: use sessionStorage only
|
|
3529
|
+
if (this.config.cookielessMode) {
|
|
3530
|
+
let visitorId = getSessionStorage(STORAGE_KEYS.VISITOR_ID);
|
|
3531
|
+
if (!visitorId) {
|
|
3532
|
+
visitorId = generateUUID();
|
|
3533
|
+
setSessionStorage(STORAGE_KEYS.VISITOR_ID, visitorId);
|
|
3534
|
+
}
|
|
3535
|
+
return visitorId;
|
|
3536
|
+
}
|
|
3537
|
+
// Normal mode
|
|
3538
|
+
return getOrCreateVisitorId(this.config.useCookies);
|
|
3487
3539
|
}
|
|
3488
3540
|
/**
|
|
3489
|
-
*
|
|
3541
|
+
* Create session ID
|
|
3490
3542
|
*/
|
|
3491
|
-
|
|
3492
|
-
return
|
|
3493
|
-
method: 'DELETE',
|
|
3494
|
-
});
|
|
3543
|
+
createSessionId() {
|
|
3544
|
+
return getOrCreateSessionId(this.config.sessionTimeout);
|
|
3495
3545
|
}
|
|
3496
|
-
// ============================================
|
|
3497
|
-
// ACTIVITIES API
|
|
3498
|
-
// ============================================
|
|
3499
3546
|
/**
|
|
3500
|
-
*
|
|
3547
|
+
* Handle consent state changes
|
|
3501
3548
|
*/
|
|
3502
|
-
|
|
3503
|
-
|
|
3504
|
-
|
|
3505
|
-
|
|
3506
|
-
|
|
3507
|
-
|
|
3508
|
-
|
|
3509
|
-
|
|
3510
|
-
|
|
3511
|
-
|
|
3512
|
-
|
|
3549
|
+
onConsentChange(state, previous) {
|
|
3550
|
+
logger.debug('Consent changed:', { from: previous, to: state });
|
|
3551
|
+
// If analytics consent was just granted
|
|
3552
|
+
if (state.analytics && !previous.analytics) {
|
|
3553
|
+
// Upgrade from anonymous ID to persistent ID
|
|
3554
|
+
if (this.config.consent.anonymousMode) {
|
|
3555
|
+
this.visitorId = getOrCreateVisitorId(this.config.useCookies);
|
|
3556
|
+
logger.info('Upgraded from anonymous to persistent visitor ID');
|
|
3557
|
+
}
|
|
3558
|
+
// Flush buffered events
|
|
3559
|
+
const buffered = this.consentManager.flushBuffer();
|
|
3560
|
+
for (const event of buffered) {
|
|
3561
|
+
// Update event with new visitor ID
|
|
3562
|
+
event.visitorId = this.visitorId;
|
|
3563
|
+
this.queue.push(event);
|
|
3564
|
+
}
|
|
3565
|
+
}
|
|
3513
3566
|
}
|
|
3514
3567
|
/**
|
|
3515
|
-
*
|
|
3568
|
+
* Initialize enabled plugins
|
|
3569
|
+
* Handles both sync and async plugin init methods
|
|
3516
3570
|
*/
|
|
3517
|
-
|
|
3518
|
-
const
|
|
3519
|
-
if
|
|
3520
|
-
|
|
3521
|
-
|
|
3522
|
-
|
|
3523
|
-
|
|
3524
|
-
|
|
3525
|
-
|
|
3526
|
-
|
|
3527
|
-
|
|
3571
|
+
initPlugins() {
|
|
3572
|
+
const pluginsToLoad = this.config.plugins;
|
|
3573
|
+
// Skip pageView plugin if autoPageView is disabled
|
|
3574
|
+
const filteredPlugins = this.config.autoPageView
|
|
3575
|
+
? pluginsToLoad
|
|
3576
|
+
: pluginsToLoad.filter((p) => p !== 'pageView');
|
|
3577
|
+
for (const pluginName of filteredPlugins) {
|
|
3578
|
+
try {
|
|
3579
|
+
const plugin = getPlugin(pluginName);
|
|
3580
|
+
// Handle both sync and async init (fire-and-forget for async)
|
|
3581
|
+
const result = plugin.init(this);
|
|
3582
|
+
if (result instanceof Promise) {
|
|
3583
|
+
result.catch((error) => {
|
|
3584
|
+
logger.error(`Async plugin init failed: ${pluginName}`, error);
|
|
3585
|
+
});
|
|
3586
|
+
}
|
|
3587
|
+
this.plugins.push(plugin);
|
|
3588
|
+
logger.debug(`Plugin loaded: ${pluginName}`);
|
|
3589
|
+
}
|
|
3590
|
+
catch (error) {
|
|
3591
|
+
logger.error(`Failed to load plugin: ${pluginName}`, error);
|
|
3592
|
+
}
|
|
3593
|
+
}
|
|
3528
3594
|
}
|
|
3529
3595
|
/**
|
|
3530
|
-
*
|
|
3596
|
+
* Track a custom event
|
|
3531
3597
|
*/
|
|
3532
|
-
|
|
3533
|
-
|
|
3534
|
-
|
|
3535
|
-
|
|
3536
|
-
endpoint = `/api/workspaces/${this.workspaceId}/opportunities/${activity.opportunityId}/activities`;
|
|
3598
|
+
track(eventType, eventName, properties = {}) {
|
|
3599
|
+
if (!this.isInitialized) {
|
|
3600
|
+
logger.warn('SDK not initialized, event dropped');
|
|
3601
|
+
return;
|
|
3537
3602
|
}
|
|
3538
|
-
|
|
3539
|
-
|
|
3603
|
+
const event = {
|
|
3604
|
+
workspaceId: this.workspaceId,
|
|
3605
|
+
visitorId: this.visitorId,
|
|
3606
|
+
sessionId: this.sessionId,
|
|
3607
|
+
eventType: eventType,
|
|
3608
|
+
eventName,
|
|
3609
|
+
url: typeof window !== 'undefined' ? window.location.href : '',
|
|
3610
|
+
referrer: typeof document !== 'undefined' ? document.referrer || undefined : undefined,
|
|
3611
|
+
properties: {
|
|
3612
|
+
...properties,
|
|
3613
|
+
eventId: generateUUID(), // Unique ID for deduplication on retry
|
|
3614
|
+
},
|
|
3615
|
+
device: getDeviceInfo(),
|
|
3616
|
+
...getUTMParams(),
|
|
3617
|
+
timestamp: new Date().toISOString(),
|
|
3618
|
+
sdkVersion: SDK_VERSION,
|
|
3619
|
+
};
|
|
3620
|
+
// Attach contactId if known (from a prior identify() call)
|
|
3621
|
+
if (this.contactId) {
|
|
3622
|
+
event.contactId = this.contactId;
|
|
3540
3623
|
}
|
|
3541
|
-
|
|
3542
|
-
|
|
3624
|
+
// Check consent before tracking
|
|
3625
|
+
if (!this.consentManager.canTrack()) {
|
|
3626
|
+
// Buffer event for later if waitForConsent is enabled
|
|
3627
|
+
if (this.config.consent.waitForConsent) {
|
|
3628
|
+
this.consentManager.bufferEvent(event);
|
|
3629
|
+
return;
|
|
3630
|
+
}
|
|
3631
|
+
// Otherwise drop the event
|
|
3632
|
+
logger.debug('Event dropped (no consent):', eventName);
|
|
3633
|
+
return;
|
|
3543
3634
|
}
|
|
3544
|
-
|
|
3545
|
-
|
|
3546
|
-
body: JSON.stringify(activity),
|
|
3547
|
-
});
|
|
3635
|
+
this.queue.push(event);
|
|
3636
|
+
logger.debug('Event tracked:', eventName, properties);
|
|
3548
3637
|
}
|
|
3549
3638
|
/**
|
|
3550
|
-
*
|
|
3639
|
+
* Track a page view
|
|
3551
3640
|
*/
|
|
3552
|
-
|
|
3553
|
-
|
|
3554
|
-
|
|
3555
|
-
|
|
3641
|
+
page(name, properties = {}) {
|
|
3642
|
+
const pageName = name || (typeof document !== 'undefined' ? document.title : 'Page View');
|
|
3643
|
+
this.track('page_view', pageName, {
|
|
3644
|
+
...properties,
|
|
3645
|
+
path: typeof window !== 'undefined' ? window.location.pathname : '',
|
|
3556
3646
|
});
|
|
3557
3647
|
}
|
|
3558
3648
|
/**
|
|
3559
|
-
*
|
|
3649
|
+
* Identify a visitor.
|
|
3650
|
+
* Links the anonymous visitorId to a CRM contact and returns the contactId.
|
|
3651
|
+
* All subsequent track() calls will include the contactId automatically.
|
|
3560
3652
|
*/
|
|
3561
|
-
async
|
|
3562
|
-
|
|
3563
|
-
|
|
3653
|
+
async identify(email, traits = {}) {
|
|
3654
|
+
if (!email) {
|
|
3655
|
+
logger.warn('Email is required for identification');
|
|
3656
|
+
return null;
|
|
3657
|
+
}
|
|
3658
|
+
logger.info('Identifying visitor:', email);
|
|
3659
|
+
const result = await this.transport.sendIdentify({
|
|
3660
|
+
workspaceId: this.workspaceId,
|
|
3661
|
+
visitorId: this.visitorId,
|
|
3662
|
+
email,
|
|
3663
|
+
properties: traits,
|
|
3564
3664
|
});
|
|
3665
|
+
if (result.success) {
|
|
3666
|
+
logger.info('Visitor identified successfully, contactId:', result.contactId);
|
|
3667
|
+
// Store contactId so all future track() calls include it
|
|
3668
|
+
this.contactId = result.contactId ?? null;
|
|
3669
|
+
this.pendingIdentify = null;
|
|
3670
|
+
return this.contactId;
|
|
3671
|
+
}
|
|
3672
|
+
else {
|
|
3673
|
+
logger.error('Failed to identify visitor:', result.error);
|
|
3674
|
+
// Store for retry on next flush
|
|
3675
|
+
this.pendingIdentify = { email, traits };
|
|
3676
|
+
return null;
|
|
3677
|
+
}
|
|
3565
3678
|
}
|
|
3566
3679
|
/**
|
|
3567
|
-
*
|
|
3680
|
+
* Send a server-side inbound event via the API key endpoint.
|
|
3681
|
+
* Convenience proxy to CRMClient.sendEvent() — requires apiKey in config.
|
|
3568
3682
|
*/
|
|
3569
|
-
async
|
|
3570
|
-
|
|
3571
|
-
|
|
3572
|
-
|
|
3573
|
-
|
|
3574
|
-
|
|
3575
|
-
|
|
3576
|
-
|
|
3577
|
-
contactId: data.contactId,
|
|
3578
|
-
opportunityId: data.opportunityId,
|
|
3579
|
-
});
|
|
3683
|
+
async sendEvent(payload) {
|
|
3684
|
+
const apiKey = this.config.apiKey;
|
|
3685
|
+
if (!apiKey) {
|
|
3686
|
+
logger.error('sendEvent() requires an apiKey in the SDK config');
|
|
3687
|
+
return { success: false, contactCreated: false, event: payload.event, error: 'No API key configured' };
|
|
3688
|
+
}
|
|
3689
|
+
const client = new CRMClient(this.config.apiEndpoint, this.workspaceId, undefined, apiKey);
|
|
3690
|
+
return client.sendEvent(payload);
|
|
3580
3691
|
}
|
|
3581
3692
|
/**
|
|
3582
|
-
*
|
|
3693
|
+
* Retry pending identify call
|
|
3583
3694
|
*/
|
|
3584
|
-
async
|
|
3585
|
-
|
|
3586
|
-
|
|
3587
|
-
|
|
3588
|
-
|
|
3589
|
-
|
|
3590
|
-
description: data.notes,
|
|
3591
|
-
contactId: data.contactId,
|
|
3592
|
-
opportunityId: data.opportunityId,
|
|
3593
|
-
});
|
|
3695
|
+
async retryPendingIdentify() {
|
|
3696
|
+
if (!this.pendingIdentify)
|
|
3697
|
+
return;
|
|
3698
|
+
const { email, traits } = this.pendingIdentify;
|
|
3699
|
+
this.pendingIdentify = null;
|
|
3700
|
+
await this.identify(email, traits);
|
|
3594
3701
|
}
|
|
3595
3702
|
/**
|
|
3596
|
-
*
|
|
3703
|
+
* Update consent state
|
|
3597
3704
|
*/
|
|
3598
|
-
|
|
3599
|
-
|
|
3600
|
-
type: 'note',
|
|
3601
|
-
title: 'Note',
|
|
3602
|
-
description: data.content,
|
|
3603
|
-
contactId: data.contactId,
|
|
3604
|
-
opportunityId: data.opportunityId,
|
|
3605
|
-
});
|
|
3705
|
+
consent(state) {
|
|
3706
|
+
this.consentManager.update(state);
|
|
3606
3707
|
}
|
|
3607
|
-
// ============================================
|
|
3608
|
-
// EMAIL TEMPLATES API
|
|
3609
|
-
// ============================================
|
|
3610
3708
|
/**
|
|
3611
|
-
* Get
|
|
3709
|
+
* Get current consent state
|
|
3612
3710
|
*/
|
|
3613
|
-
|
|
3614
|
-
|
|
3615
|
-
if (params?.page)
|
|
3616
|
-
queryParams.set('page', params.page.toString());
|
|
3617
|
-
if (params?.limit)
|
|
3618
|
-
queryParams.set('limit', params.limit.toString());
|
|
3619
|
-
const query = queryParams.toString();
|
|
3620
|
-
const endpoint = `/api/workspaces/${this.workspaceId}/email-templates${query ? `?${query}` : ''}`;
|
|
3621
|
-
return this.request(endpoint);
|
|
3711
|
+
getConsentState() {
|
|
3712
|
+
return this.consentManager.getState();
|
|
3622
3713
|
}
|
|
3623
3714
|
/**
|
|
3624
|
-
*
|
|
3715
|
+
* Toggle debug mode
|
|
3625
3716
|
*/
|
|
3626
|
-
|
|
3627
|
-
|
|
3717
|
+
debug(enabled) {
|
|
3718
|
+
logger.enabled = enabled;
|
|
3719
|
+
logger.info(`Debug mode ${enabled ? 'enabled' : 'disabled'}`);
|
|
3628
3720
|
}
|
|
3629
3721
|
/**
|
|
3630
|
-
*
|
|
3722
|
+
* Get visitor ID
|
|
3631
3723
|
*/
|
|
3632
|
-
|
|
3633
|
-
return this.
|
|
3634
|
-
method: 'POST',
|
|
3635
|
-
body: JSON.stringify(template),
|
|
3636
|
-
});
|
|
3724
|
+
getVisitorId() {
|
|
3725
|
+
return this.visitorId;
|
|
3637
3726
|
}
|
|
3638
3727
|
/**
|
|
3639
|
-
*
|
|
3728
|
+
* Get session ID
|
|
3640
3729
|
*/
|
|
3641
|
-
|
|
3642
|
-
return this.
|
|
3643
|
-
method: 'PUT',
|
|
3644
|
-
body: JSON.stringify(updates),
|
|
3645
|
-
});
|
|
3730
|
+
getSessionId() {
|
|
3731
|
+
return this.sessionId;
|
|
3646
3732
|
}
|
|
3647
3733
|
/**
|
|
3648
|
-
*
|
|
3734
|
+
* Get workspace ID
|
|
3649
3735
|
*/
|
|
3650
|
-
|
|
3651
|
-
return this.
|
|
3652
|
-
method: 'DELETE',
|
|
3653
|
-
});
|
|
3736
|
+
getWorkspaceId() {
|
|
3737
|
+
return this.workspaceId;
|
|
3654
3738
|
}
|
|
3655
3739
|
/**
|
|
3656
|
-
*
|
|
3740
|
+
* Get current configuration
|
|
3657
3741
|
*/
|
|
3658
|
-
|
|
3659
|
-
return
|
|
3660
|
-
method: 'POST',
|
|
3661
|
-
body: JSON.stringify(data),
|
|
3662
|
-
});
|
|
3742
|
+
getConfig() {
|
|
3743
|
+
return { ...this.config };
|
|
3663
3744
|
}
|
|
3664
|
-
// ============================================
|
|
3665
|
-
// EVENT TRIGGERS API (delegated to triggers manager)
|
|
3666
|
-
// ============================================
|
|
3667
3745
|
/**
|
|
3668
|
-
*
|
|
3746
|
+
* Force flush event queue
|
|
3669
3747
|
*/
|
|
3670
|
-
async
|
|
3671
|
-
|
|
3748
|
+
async flush() {
|
|
3749
|
+
await this.retryPendingIdentify();
|
|
3750
|
+
await this.queue.flush();
|
|
3672
3751
|
}
|
|
3673
3752
|
/**
|
|
3674
|
-
*
|
|
3753
|
+
* Reset visitor and session (for logout)
|
|
3675
3754
|
*/
|
|
3676
|
-
|
|
3677
|
-
|
|
3755
|
+
reset() {
|
|
3756
|
+
logger.info('Resetting visitor data');
|
|
3757
|
+
resetIds(this.config.useCookies);
|
|
3758
|
+
this.visitorId = this.createVisitorId();
|
|
3759
|
+
this.sessionId = this.createSessionId();
|
|
3760
|
+
this.queue.clear();
|
|
3678
3761
|
}
|
|
3679
3762
|
/**
|
|
3680
|
-
*
|
|
3763
|
+
* Delete all stored user data (GDPR right-to-erasure)
|
|
3681
3764
|
*/
|
|
3682
|
-
|
|
3683
|
-
|
|
3765
|
+
deleteData() {
|
|
3766
|
+
logger.info('Deleting all user data (GDPR request)');
|
|
3767
|
+
// Clear queue
|
|
3768
|
+
this.queue.clear();
|
|
3769
|
+
// Reset consent
|
|
3770
|
+
this.consentManager.reset();
|
|
3771
|
+
// Clear all stored IDs
|
|
3772
|
+
resetIds(this.config.useCookies);
|
|
3773
|
+
// Clear session storage items
|
|
3774
|
+
if (typeof sessionStorage !== 'undefined') {
|
|
3775
|
+
try {
|
|
3776
|
+
sessionStorage.removeItem(STORAGE_KEYS.VISITOR_ID);
|
|
3777
|
+
sessionStorage.removeItem(STORAGE_KEYS.VISITOR_ID + '_anon');
|
|
3778
|
+
sessionStorage.removeItem(STORAGE_KEYS.SESSION_ID);
|
|
3779
|
+
sessionStorage.removeItem(STORAGE_KEYS.SESSION_TIMESTAMP);
|
|
3780
|
+
}
|
|
3781
|
+
catch {
|
|
3782
|
+
// Ignore errors
|
|
3783
|
+
}
|
|
3784
|
+
}
|
|
3785
|
+
// Clear localStorage items
|
|
3786
|
+
if (typeof localStorage !== 'undefined') {
|
|
3787
|
+
try {
|
|
3788
|
+
localStorage.removeItem(STORAGE_KEYS.VISITOR_ID);
|
|
3789
|
+
localStorage.removeItem(STORAGE_KEYS.CONSENT);
|
|
3790
|
+
localStorage.removeItem(STORAGE_KEYS.EVENT_QUEUE);
|
|
3791
|
+
}
|
|
3792
|
+
catch {
|
|
3793
|
+
// Ignore errors
|
|
3794
|
+
}
|
|
3795
|
+
}
|
|
3796
|
+
// Generate new IDs
|
|
3797
|
+
this.visitorId = this.createVisitorId();
|
|
3798
|
+
this.sessionId = this.createSessionId();
|
|
3799
|
+
logger.info('All user data deleted');
|
|
3684
3800
|
}
|
|
3685
3801
|
/**
|
|
3686
|
-
*
|
|
3802
|
+
* Destroy tracker and cleanup
|
|
3687
3803
|
*/
|
|
3688
|
-
async
|
|
3689
|
-
|
|
3804
|
+
async destroy() {
|
|
3805
|
+
logger.info('Destroying tracker');
|
|
3806
|
+
// Flush any remaining events (await to ensure completion)
|
|
3807
|
+
await this.queue.flush();
|
|
3808
|
+
// Destroy plugins
|
|
3809
|
+
for (const plugin of this.plugins) {
|
|
3810
|
+
if (plugin.destroy) {
|
|
3811
|
+
plugin.destroy();
|
|
3812
|
+
}
|
|
3813
|
+
}
|
|
3814
|
+
this.plugins = [];
|
|
3815
|
+
// Destroy queue
|
|
3816
|
+
this.queue.destroy();
|
|
3817
|
+
this.isInitialized = false;
|
|
3690
3818
|
}
|
|
3691
3819
|
}
|
|
3692
3820
|
|