@clianta/sdk 1.7.2 → 1.7.3
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/dist/angular.cjs.js +53 -47
- package/dist/angular.cjs.js.map +1 -1
- package/dist/angular.d.ts +12 -9
- package/dist/angular.esm.js +53 -47
- package/dist/angular.esm.js.map +1 -1
- package/dist/clianta.cjs.js +1237 -47
- package/dist/clianta.cjs.js.map +1 -1
- package/dist/clianta.esm.js +1237 -48
- package/dist/clianta.esm.js.map +1 -1
- package/dist/clianta.umd.js +1237 -47
- 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 +831 -11
- package/dist/react.cjs.js +53 -47
- package/dist/react.cjs.js.map +1 -1
- package/dist/react.d.ts +12 -9
- package/dist/react.esm.js +53 -47
- package/dist/react.esm.js.map +1 -1
- package/dist/svelte.cjs.js +53 -47
- package/dist/svelte.cjs.js.map +1 -1
- package/dist/svelte.d.ts +12 -9
- package/dist/svelte.esm.js +53 -47
- package/dist/svelte.esm.js.map +1 -1
- package/dist/vue.cjs.js +53 -47
- package/dist/vue.cjs.js.map +1 -1
- package/dist/vue.d.ts +12 -9
- package/dist/vue.esm.js +53 -47
- package/dist/vue.esm.js.map +1 -1
- package/package.json +1 -1
package/dist/clianta.umd.js
CHANGED
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@@ -1,5 +1,5 @@
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1
1
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/*!
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2
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-
* Clianta SDK v1.7.
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2
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+
* Clianta SDK v1.7.3
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* (c) 2026 Clianta
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* Released under the MIT License.
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*/
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@@ -226,8 +226,9 @@
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/**
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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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* Retries on 5xx with exponential backoff (same policy as sendEvents).
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*/
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-
async sendIdentify(data) {
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async sendIdentify(data, attempt = 1) {
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const url = `${this.config.apiEndpoint}/api/public/track/identify`;
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try {
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const response = await this.fetchWithTimeout(url, {
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@@ -245,16 +246,26 @@
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contactId: body.contactId ?? undefined,
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};
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}
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-
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-
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-
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-
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// Server error — retry with exponential backoff
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if (response.status >= 500 && attempt < this.config.maxRetries) {
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const backoff = this.config.retryDelay * Math.pow(2, attempt - 1);
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logger.warn(`Identify server error (${response.status}), retrying in ${backoff}ms...`);
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await this.delay(backoff);
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return this.sendIdentify(data, attempt + 1);
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}
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logger.error(`Identify failed with status ${response.status}:`, body.message);
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return { success: false, status: response.status };
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}
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catch (error) {
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-
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// Network error — retry if still online
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const isOnline = typeof navigator === 'undefined' || navigator.onLine;
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if (isOnline && attempt < this.config.maxRetries) {
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const backoff = this.config.retryDelay * Math.pow(2, attempt - 1);
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logger.warn(`Identify network error, retrying in ${backoff}ms (${attempt}/${this.config.maxRetries})...`);
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await this.delay(backoff);
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return this.sendIdentify(data, attempt + 1);
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}
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logger.error('Identify request failed after retries:', error);
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return { success: false, error: error };
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}
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}
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@@ -572,9 +583,6 @@
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// Ignore
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}
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}
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-
// ============================================
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-
// URL UTILITIES
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-
// ============================================
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/**
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* Extract UTM parameters from URL
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*/
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@@ -731,8 +739,9 @@
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flushInterval: config.flushInterval ?? 5000,
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maxQueueSize: config.maxQueueSize ?? MAX_QUEUE_SIZE,
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storageKey: config.storageKey ?? STORAGE_KEYS.EVENT_QUEUE,
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persistMode: config.persistMode ?? 'session',
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};
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this.persistMode = config.persistMode
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this.persistMode = this.config.persistMode;
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this.isOnline = typeof navigator === 'undefined' || navigator.onLine;
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// Restore persisted queue
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this.restoreQueue();
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@@ -796,9 +805,11 @@
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// Send to backend
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const result = await this.transport.sendEvents(events);
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if (!result.success) {
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-
// Re-queue events on failure (at the front)
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// Re-queue events on failure (at the front), capped at maxQueueSize
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logger.warn('Flush failed, re-queuing events');
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-
this.queue.
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const availableSpace = this.config.maxQueueSize - this.queue.length;
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const eventsToRequeue = events.slice(0, Math.max(0, availableSpace));
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this.queue.unshift(...eventsToRequeue);
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this.persistQueue(this.queue);
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}
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else {
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@@ -1245,7 +1256,7 @@
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if (this.trackedForms.has(form))
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return;
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this.trackedForms.add(form);
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-
const formId = form.id || form.name || `form-${Math.random().toString(36).
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const formId = form.id || form.name || `form-${Math.random().toString(36).substring(2, 11)}`;
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// Track form view
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this.track('form_view', 'Form Viewed', {
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formId,
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@@ -1889,27 +1900,22 @@
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super.destroy();
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}
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loadShownForms() {
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const stored = getLocalStorage('clianta_shown_forms');
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if (stored) {
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try {
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const data = JSON.parse(stored);
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this.shownForms = new Set(data.forms || []);
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}
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catch {
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// Ignore parse errors
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}
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}
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}
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saveShownForms() {
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}));
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-
}
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catch (e) {
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// Ignore storage errors
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}
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setLocalStorage('clianta_shown_forms', JSON.stringify({
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forms: Array.from(this.shownForms),
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timestamp: Date.now(),
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}));
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}
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async fetchForms() {
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if (!this.tracker)
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@@ -1928,7 +1934,7 @@
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}
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}
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catch (error) {
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logger.error('Failed to fetch popup forms:', error);
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}
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}
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shouldShowForm(form) {
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@@ -1939,7 +1945,7 @@
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}
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else if (form.showFrequency === 'once_per_session') {
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const sessionKey = `clianta_form_${form._id}_shown`;
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-
if (
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if (getSessionStorage(sessionKey))
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return false;
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}
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return true;
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@@ -2011,7 +2017,7 @@
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// Mark as shown
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this.shownForms.add(form._id);
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this.saveShownForms();
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-
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setSessionStorage(`clianta_form_${form._id}_shown`, 'true');
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// Track view
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await this.trackFormView(form._id);
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// Render form
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@@ -2327,17 +2333,17 @@
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const redirect = new URL(form.redirectUrl, window.location.origin);
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const isSameOrigin = redirect.origin === window.location.origin;
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const isSafeProtocol = redirect.protocol === 'https:' || redirect.protocol === 'http:';
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-
if (isSameOrigin
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if (isSameOrigin && isSafeProtocol) {
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setTimeout(() => {
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window.location.href = redirect.href;
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}, 1500);
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}
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else {
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logger.warn('Blocked unsafe redirect URL:', form.redirectUrl);
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}
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}
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catch {
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logger.warn('Invalid redirect URL:', form.redirectUrl);
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}
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}
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// Close after delay
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}
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}
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catch (error) {
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logger.error('Form submit error:', error);
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if (submitBtn) {
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submitBtn.disabled = false;
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submitBtn.textContent = form.submitButtonText || 'Subscribe';
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@@ -2421,7 +2427,7 @@
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2421
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'token', 'jwt', 'auth', 'user', 'session', 'credential', 'account',
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];
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/** JWT/user object fields containing email */
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2424
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-
const EMAIL_CLAIMS = ['email', '
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+
const EMAIL_CLAIMS = ['email', 'preferred_username', 'user_email', 'mail', 'emailAddress', 'e_mail'];
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/** Full name fields */
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const NAME_CLAIMS = ['name', 'full_name', 'display_name', 'displayName'];
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/** First name fields */
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@@ -3365,6 +3371,7 @@
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this.queue = new EventQueue(this.transport, {
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3366
3372
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batchSize: this.config.batchSize,
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3367
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flushInterval: this.config.flushInterval,
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3374
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+
persistMode: this.config.persistMode,
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3368
3375
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});
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3369
3376
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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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@@ -3481,10 +3488,13 @@
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3481
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logger.warn('SDK not initialized, event dropped');
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3482
3489
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return;
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3483
3490
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}
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3491
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+
const utmParams = getUTMParams();
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3484
3492
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const event = {
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3485
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workspaceId: this.workspaceId,
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3486
3494
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visitorId: this.visitorId,
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3487
3495
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sessionId: this.sessionId,
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3496
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+
contactId: this.contactId ?? undefined,
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3497
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+
groupId: this.groupId ?? undefined,
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3488
3498
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eventType: eventType,
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3489
3499
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eventName,
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3490
3500
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url: typeof window !== 'undefined' ? window.location.href : '',
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@@ -3495,18 +3505,14 @@
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3495
3505
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websiteDomain: typeof window !== 'undefined' ? window.location.hostname : undefined,
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3496
3506
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},
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3497
3507
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device: getDeviceInfo(),
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3498
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-
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3508
|
+
utmSource: utmParams.utmSource,
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3509
|
+
utmMedium: utmParams.utmMedium,
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3510
|
+
utmCampaign: utmParams.utmCampaign,
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3511
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+
utmTerm: utmParams.utmTerm,
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3512
|
+
utmContent: utmParams.utmContent,
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3499
3513
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timestamp: new Date().toISOString(),
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3500
3514
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sdkVersion: SDK_VERSION,
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3501
3515
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};
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3502
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-
// Attach contactId if known (from a prior identify() call)
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3503
|
-
if (this.contactId) {
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3504
|
-
event.contactId = this.contactId;
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3505
|
-
}
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3506
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-
// Attach groupId if known (from a prior group() call)
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3507
|
-
if (this.groupId) {
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3508
|
-
event.groupId = this.groupId;
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3509
|
-
}
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3510
3516
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// Validate event against registered schema (debug mode only)
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3511
3517
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this.validateEventSchema(eventType, properties);
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3512
3518
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// Check consent before tracking
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@@ -3967,6 +3973,1189 @@
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|
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3967
3973
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}
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3968
3974
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}
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|
3969
3975
|
|
|
3976
|
+
/**
|
|
3977
|
+
* Clianta SDK - Event Triggers Manager
|
|
3978
|
+
* Manages event-driven automation and email notifications
|
|
3979
|
+
*/
|
|
3980
|
+
/**
|
|
3981
|
+
* Event Triggers Manager
|
|
3982
|
+
* Handles event-driven automation based on CRM actions
|
|
3983
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+
*
|
|
3984
|
+
* Similar to:
|
|
3985
|
+
* - Salesforce: Process Builder, Flow Automation
|
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3986
|
+
* - HubSpot: Workflows, Email Sequences
|
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3987
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+
* - Pipedrive: Workflow Automation
|
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3988
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+
*/
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3989
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+
class EventTriggersManager {
|
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3990
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+
constructor(apiEndpoint, workspaceId, authToken) {
|
|
3991
|
+
this.triggers = new Map();
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3992
|
+
this.listeners = new Map();
|
|
3993
|
+
this.apiEndpoint = apiEndpoint;
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|
3994
|
+
this.workspaceId = workspaceId;
|
|
3995
|
+
this.authToken = authToken;
|
|
3996
|
+
}
|
|
3997
|
+
/**
|
|
3998
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+
* Set authentication token
|
|
3999
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+
*/
|
|
4000
|
+
setAuthToken(token) {
|
|
4001
|
+
this.authToken = token;
|
|
4002
|
+
}
|
|
4003
|
+
/**
|
|
4004
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+
* Make authenticated API request
|
|
4005
|
+
*/
|
|
4006
|
+
async request(endpoint, options = {}) {
|
|
4007
|
+
const url = `${this.apiEndpoint}${endpoint}`;
|
|
4008
|
+
const headers = {
|
|
4009
|
+
'Content-Type': 'application/json',
|
|
4010
|
+
...(options.headers || {}),
|
|
4011
|
+
};
|
|
4012
|
+
if (this.authToken) {
|
|
4013
|
+
headers['Authorization'] = `Bearer ${this.authToken}`;
|
|
4014
|
+
}
|
|
4015
|
+
try {
|
|
4016
|
+
const response = await fetch(url, {
|
|
4017
|
+
...options,
|
|
4018
|
+
headers,
|
|
4019
|
+
});
|
|
4020
|
+
const data = await response.json();
|
|
4021
|
+
if (!response.ok) {
|
|
4022
|
+
return {
|
|
4023
|
+
success: false,
|
|
4024
|
+
error: data.message || 'Request failed',
|
|
4025
|
+
status: response.status,
|
|
4026
|
+
};
|
|
4027
|
+
}
|
|
4028
|
+
return {
|
|
4029
|
+
success: true,
|
|
4030
|
+
data: data.data || data,
|
|
4031
|
+
status: response.status,
|
|
4032
|
+
};
|
|
4033
|
+
}
|
|
4034
|
+
catch (error) {
|
|
4035
|
+
return {
|
|
4036
|
+
success: false,
|
|
4037
|
+
error: error instanceof Error ? error.message : 'Network error',
|
|
4038
|
+
status: 0,
|
|
4039
|
+
};
|
|
4040
|
+
}
|
|
4041
|
+
}
|
|
4042
|
+
// ============================================
|
|
4043
|
+
// TRIGGER MANAGEMENT
|
|
4044
|
+
// ============================================
|
|
4045
|
+
/**
|
|
4046
|
+
* Get all event triggers
|
|
4047
|
+
*/
|
|
4048
|
+
async getTriggers() {
|
|
4049
|
+
return this.request(`/api/workspaces/${this.workspaceId}/triggers`);
|
|
4050
|
+
}
|
|
4051
|
+
/**
|
|
4052
|
+
* Get a single trigger by ID
|
|
4053
|
+
*/
|
|
4054
|
+
async getTrigger(triggerId) {
|
|
4055
|
+
return this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`);
|
|
4056
|
+
}
|
|
4057
|
+
/**
|
|
4058
|
+
* Create a new event trigger
|
|
4059
|
+
*/
|
|
4060
|
+
async createTrigger(trigger) {
|
|
4061
|
+
const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers`, {
|
|
4062
|
+
method: 'POST',
|
|
4063
|
+
body: JSON.stringify(trigger),
|
|
4064
|
+
});
|
|
4065
|
+
// Cache the trigger locally if successful
|
|
4066
|
+
if (result.success && result.data?._id) {
|
|
4067
|
+
this.triggers.set(result.data._id, result.data);
|
|
4068
|
+
}
|
|
4069
|
+
return result;
|
|
4070
|
+
}
|
|
4071
|
+
/**
|
|
4072
|
+
* Update an existing trigger
|
|
4073
|
+
*/
|
|
4074
|
+
async updateTrigger(triggerId, updates) {
|
|
4075
|
+
const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`, {
|
|
4076
|
+
method: 'PUT',
|
|
4077
|
+
body: JSON.stringify(updates),
|
|
4078
|
+
});
|
|
4079
|
+
// Update cache if successful
|
|
4080
|
+
if (result.success && result.data?._id) {
|
|
4081
|
+
this.triggers.set(result.data._id, result.data);
|
|
4082
|
+
}
|
|
4083
|
+
return result;
|
|
4084
|
+
}
|
|
4085
|
+
/**
|
|
4086
|
+
* Delete a trigger
|
|
4087
|
+
*/
|
|
4088
|
+
async deleteTrigger(triggerId) {
|
|
4089
|
+
const result = await this.request(`/api/workspaces/${this.workspaceId}/triggers/${triggerId}`, {
|
|
4090
|
+
method: 'DELETE',
|
|
4091
|
+
});
|
|
4092
|
+
// Remove from cache if successful
|
|
4093
|
+
if (result.success) {
|
|
4094
|
+
this.triggers.delete(triggerId);
|
|
4095
|
+
}
|
|
4096
|
+
return result;
|
|
4097
|
+
}
|
|
4098
|
+
/**
|
|
4099
|
+
* Activate a trigger
|
|
4100
|
+
*/
|
|
4101
|
+
async activateTrigger(triggerId) {
|
|
4102
|
+
return this.updateTrigger(triggerId, { isActive: true });
|
|
4103
|
+
}
|
|
4104
|
+
/**
|
|
4105
|
+
* Deactivate a trigger
|
|
4106
|
+
*/
|
|
4107
|
+
async deactivateTrigger(triggerId) {
|
|
4108
|
+
return this.updateTrigger(triggerId, { isActive: false });
|
|
4109
|
+
}
|
|
4110
|
+
// ============================================
|
|
4111
|
+
// EVENT HANDLING (CLIENT-SIDE)
|
|
4112
|
+
// ============================================
|
|
4113
|
+
/**
|
|
4114
|
+
* Register a local event listener for client-side triggers
|
|
4115
|
+
* This allows immediate client-side reactions to events
|
|
4116
|
+
*/
|
|
4117
|
+
on(eventType, callback) {
|
|
4118
|
+
if (!this.listeners.has(eventType)) {
|
|
4119
|
+
this.listeners.set(eventType, new Set());
|
|
4120
|
+
}
|
|
4121
|
+
this.listeners.get(eventType).add(callback);
|
|
4122
|
+
logger.debug(`Event listener registered: ${eventType}`);
|
|
4123
|
+
}
|
|
4124
|
+
/**
|
|
4125
|
+
* Remove an event listener
|
|
4126
|
+
*/
|
|
4127
|
+
off(eventType, callback) {
|
|
4128
|
+
const listeners = this.listeners.get(eventType);
|
|
4129
|
+
if (listeners) {
|
|
4130
|
+
listeners.delete(callback);
|
|
4131
|
+
}
|
|
4132
|
+
}
|
|
4133
|
+
/**
|
|
4134
|
+
* Emit an event (client-side only)
|
|
4135
|
+
* This will trigger any registered local listeners
|
|
4136
|
+
*/
|
|
4137
|
+
emit(eventType, data) {
|
|
4138
|
+
logger.debug(`Event emitted: ${eventType}`, data);
|
|
4139
|
+
const listeners = this.listeners.get(eventType);
|
|
4140
|
+
if (listeners) {
|
|
4141
|
+
listeners.forEach(callback => {
|
|
4142
|
+
try {
|
|
4143
|
+
callback(data);
|
|
4144
|
+
}
|
|
4145
|
+
catch (error) {
|
|
4146
|
+
logger.error(`Error in event listener for ${eventType}:`, error);
|
|
4147
|
+
}
|
|
4148
|
+
});
|
|
4149
|
+
}
|
|
4150
|
+
}
|
|
4151
|
+
/**
|
|
4152
|
+
* Check if conditions are met for a trigger
|
|
4153
|
+
* Supports dynamic field evaluation including custom fields and nested paths
|
|
4154
|
+
*/
|
|
4155
|
+
evaluateConditions(conditions, data) {
|
|
4156
|
+
if (!conditions || conditions.length === 0) {
|
|
4157
|
+
return true; // No conditions means always fire
|
|
4158
|
+
}
|
|
4159
|
+
return conditions.every(condition => {
|
|
4160
|
+
// Support dot notation for nested fields (e.g., 'customFields.industry')
|
|
4161
|
+
const fieldValue = condition.field.includes('.')
|
|
4162
|
+
? this.getNestedValue(data, condition.field)
|
|
4163
|
+
: data[condition.field];
|
|
4164
|
+
const targetValue = condition.value;
|
|
4165
|
+
switch (condition.operator) {
|
|
4166
|
+
case 'equals':
|
|
4167
|
+
return fieldValue === targetValue;
|
|
4168
|
+
case 'not_equals':
|
|
4169
|
+
return fieldValue !== targetValue;
|
|
4170
|
+
case 'contains':
|
|
4171
|
+
return String(fieldValue).includes(String(targetValue));
|
|
4172
|
+
case 'greater_than':
|
|
4173
|
+
return Number(fieldValue) > Number(targetValue);
|
|
4174
|
+
case 'less_than':
|
|
4175
|
+
return Number(fieldValue) < Number(targetValue);
|
|
4176
|
+
case 'in':
|
|
4177
|
+
return Array.isArray(targetValue) && targetValue.includes(fieldValue);
|
|
4178
|
+
case 'not_in':
|
|
4179
|
+
return Array.isArray(targetValue) && !targetValue.includes(fieldValue);
|
|
4180
|
+
default:
|
|
4181
|
+
return false;
|
|
4182
|
+
}
|
|
4183
|
+
});
|
|
4184
|
+
}
|
|
4185
|
+
/**
|
|
4186
|
+
* Execute actions for a triggered event (client-side preview)
|
|
4187
|
+
* Note: Actual execution happens on the backend
|
|
4188
|
+
*/
|
|
4189
|
+
async executeActions(trigger, data) {
|
|
4190
|
+
logger.info(`Executing actions for trigger: ${trigger.name}`);
|
|
4191
|
+
for (const action of trigger.actions) {
|
|
4192
|
+
try {
|
|
4193
|
+
await this.executeAction(action, data);
|
|
4194
|
+
}
|
|
4195
|
+
catch (error) {
|
|
4196
|
+
logger.error(`Failed to execute action:`, error);
|
|
4197
|
+
}
|
|
4198
|
+
}
|
|
4199
|
+
}
|
|
4200
|
+
/**
|
|
4201
|
+
* Execute a single action
|
|
4202
|
+
*/
|
|
4203
|
+
async executeAction(action, data) {
|
|
4204
|
+
switch (action.type) {
|
|
4205
|
+
case 'send_email':
|
|
4206
|
+
await this.executeSendEmail(action, data);
|
|
4207
|
+
break;
|
|
4208
|
+
case 'webhook':
|
|
4209
|
+
await this.executeWebhook(action, data);
|
|
4210
|
+
break;
|
|
4211
|
+
case 'create_task':
|
|
4212
|
+
await this.executeCreateTask(action, data);
|
|
4213
|
+
break;
|
|
4214
|
+
case 'update_contact':
|
|
4215
|
+
await this.executeUpdateContact(action, data);
|
|
4216
|
+
break;
|
|
4217
|
+
default:
|
|
4218
|
+
logger.warn(`Unknown action type:`, action);
|
|
4219
|
+
}
|
|
4220
|
+
}
|
|
4221
|
+
/**
|
|
4222
|
+
* Execute send email action (via backend API)
|
|
4223
|
+
*/
|
|
4224
|
+
async executeSendEmail(action, data) {
|
|
4225
|
+
logger.debug('Sending email:', action);
|
|
4226
|
+
const payload = {
|
|
4227
|
+
to: this.replaceVariables(action.to, data),
|
|
4228
|
+
subject: action.subject ? this.replaceVariables(action.subject, data) : undefined,
|
|
4229
|
+
body: action.body ? this.replaceVariables(action.body, data) : undefined,
|
|
4230
|
+
templateId: action.templateId,
|
|
4231
|
+
cc: action.cc,
|
|
4232
|
+
bcc: action.bcc,
|
|
4233
|
+
from: action.from,
|
|
4234
|
+
delayMinutes: action.delayMinutes,
|
|
4235
|
+
};
|
|
4236
|
+
await this.request(`/api/workspaces/${this.workspaceId}/emails/send`, {
|
|
4237
|
+
method: 'POST',
|
|
4238
|
+
body: JSON.stringify(payload),
|
|
4239
|
+
});
|
|
4240
|
+
}
|
|
4241
|
+
/**
|
|
4242
|
+
* Execute webhook action
|
|
4243
|
+
*/
|
|
4244
|
+
async executeWebhook(action, data) {
|
|
4245
|
+
logger.debug('Calling webhook:', action.url);
|
|
4246
|
+
const body = action.body ? this.replaceVariables(action.body, data) : JSON.stringify(data);
|
|
4247
|
+
await fetch(action.url, {
|
|
4248
|
+
method: action.method,
|
|
4249
|
+
headers: {
|
|
4250
|
+
'Content-Type': 'application/json',
|
|
4251
|
+
...action.headers,
|
|
4252
|
+
},
|
|
4253
|
+
body,
|
|
4254
|
+
});
|
|
4255
|
+
}
|
|
4256
|
+
/**
|
|
4257
|
+
* Execute create task action
|
|
4258
|
+
*/
|
|
4259
|
+
async executeCreateTask(action, data) {
|
|
4260
|
+
logger.debug('Creating task:', action.title);
|
|
4261
|
+
const dueDate = action.dueDays
|
|
4262
|
+
? new Date(Date.now() + action.dueDays * 24 * 60 * 60 * 1000).toISOString()
|
|
4263
|
+
: undefined;
|
|
4264
|
+
await this.request(`/api/workspaces/${this.workspaceId}/tasks`, {
|
|
4265
|
+
method: 'POST',
|
|
4266
|
+
body: JSON.stringify({
|
|
4267
|
+
title: this.replaceVariables(action.title, data),
|
|
4268
|
+
description: action.description ? this.replaceVariables(action.description, data) : undefined,
|
|
4269
|
+
priority: action.priority,
|
|
4270
|
+
dueDate,
|
|
4271
|
+
assignedTo: action.assignedTo,
|
|
4272
|
+
relatedContactId: typeof data.contactId === 'string' ? data.contactId : undefined,
|
|
4273
|
+
}),
|
|
4274
|
+
});
|
|
4275
|
+
}
|
|
4276
|
+
/**
|
|
4277
|
+
* Execute update contact action
|
|
4278
|
+
*/
|
|
4279
|
+
async executeUpdateContact(action, data) {
|
|
4280
|
+
const contactId = data.contactId || data._id;
|
|
4281
|
+
if (!contactId) {
|
|
4282
|
+
logger.warn('Cannot update contact: no contactId in data');
|
|
4283
|
+
return;
|
|
4284
|
+
}
|
|
4285
|
+
logger.debug('Updating contact:', contactId);
|
|
4286
|
+
await this.request(`/api/workspaces/${this.workspaceId}/contacts/${contactId}`, {
|
|
4287
|
+
method: 'PUT',
|
|
4288
|
+
body: JSON.stringify(action.updates),
|
|
4289
|
+
});
|
|
4290
|
+
}
|
|
4291
|
+
/**
|
|
4292
|
+
* Replace variables in a string template
|
|
4293
|
+
* Supports syntax like {{contact.email}}, {{opportunity.value}}
|
|
4294
|
+
*/
|
|
4295
|
+
replaceVariables(template, data) {
|
|
4296
|
+
return template.replace(/\{\{([^}]+)\}\}/g, (match, path) => {
|
|
4297
|
+
const value = this.getNestedValue(data, path.trim());
|
|
4298
|
+
return value !== undefined ? String(value) : match;
|
|
4299
|
+
});
|
|
4300
|
+
}
|
|
4301
|
+
/**
|
|
4302
|
+
* Get nested value from object using dot notation
|
|
4303
|
+
* Supports dynamic field access including custom fields
|
|
4304
|
+
*/
|
|
4305
|
+
getNestedValue(obj, path) {
|
|
4306
|
+
return path.split('.').reduce((current, key) => {
|
|
4307
|
+
return current !== null && current !== undefined && typeof current === 'object'
|
|
4308
|
+
? current[key]
|
|
4309
|
+
: undefined;
|
|
4310
|
+
}, obj);
|
|
4311
|
+
}
|
|
4312
|
+
/**
|
|
4313
|
+
* Extract all available field paths from a data object
|
|
4314
|
+
* Useful for dynamic field discovery based on platform-specific attributes
|
|
4315
|
+
* @param obj - The data object to extract fields from
|
|
4316
|
+
* @param prefix - Internal use for nested paths
|
|
4317
|
+
* @param maxDepth - Maximum depth to traverse (default: 3)
|
|
4318
|
+
* @returns Array of field paths (e.g., ['email', 'contact.firstName', 'customFields.industry'])
|
|
4319
|
+
*/
|
|
4320
|
+
extractAvailableFields(obj, prefix = '', maxDepth = 3) {
|
|
4321
|
+
if (maxDepth <= 0)
|
|
4322
|
+
return [];
|
|
4323
|
+
const fields = [];
|
|
4324
|
+
for (const key in obj) {
|
|
4325
|
+
if (!obj.hasOwnProperty(key))
|
|
4326
|
+
continue;
|
|
4327
|
+
const value = obj[key];
|
|
4328
|
+
const fieldPath = prefix ? `${prefix}.${key}` : key;
|
|
4329
|
+
fields.push(fieldPath);
|
|
4330
|
+
// Recursively traverse nested objects
|
|
4331
|
+
if (value !== null && typeof value === 'object' && !Array.isArray(value)) {
|
|
4332
|
+
const nestedFields = this.extractAvailableFields(value, fieldPath, maxDepth - 1);
|
|
4333
|
+
fields.push(...nestedFields);
|
|
4334
|
+
}
|
|
4335
|
+
}
|
|
4336
|
+
return fields;
|
|
4337
|
+
}
|
|
4338
|
+
/**
|
|
4339
|
+
* Get available fields from sample data
|
|
4340
|
+
* Helps with dynamic field detection for platform-specific attributes
|
|
4341
|
+
* @param sampleData - Sample data object to analyze
|
|
4342
|
+
* @returns Array of available field paths
|
|
4343
|
+
*/
|
|
4344
|
+
getAvailableFields(sampleData) {
|
|
4345
|
+
return this.extractAvailableFields(sampleData);
|
|
4346
|
+
}
|
|
4347
|
+
// ============================================
|
|
4348
|
+
// HELPER METHODS FOR COMMON PATTERNS
|
|
4349
|
+
// ============================================
|
|
4350
|
+
/**
|
|
4351
|
+
* Create a simple email trigger
|
|
4352
|
+
* Helper method for common use case
|
|
4353
|
+
*/
|
|
4354
|
+
async createEmailTrigger(config) {
|
|
4355
|
+
return this.createTrigger({
|
|
4356
|
+
name: config.name,
|
|
4357
|
+
eventType: config.eventType,
|
|
4358
|
+
conditions: config.conditions,
|
|
4359
|
+
actions: [
|
|
4360
|
+
{
|
|
4361
|
+
type: 'send_email',
|
|
4362
|
+
to: config.to,
|
|
4363
|
+
subject: config.subject,
|
|
4364
|
+
body: config.body,
|
|
4365
|
+
},
|
|
4366
|
+
],
|
|
4367
|
+
isActive: true,
|
|
4368
|
+
});
|
|
4369
|
+
}
|
|
4370
|
+
/**
|
|
4371
|
+
* Create a task creation trigger
|
|
4372
|
+
*/
|
|
4373
|
+
async createTaskTrigger(config) {
|
|
4374
|
+
return this.createTrigger({
|
|
4375
|
+
name: config.name,
|
|
4376
|
+
eventType: config.eventType,
|
|
4377
|
+
conditions: config.conditions,
|
|
4378
|
+
actions: [
|
|
4379
|
+
{
|
|
4380
|
+
type: 'create_task',
|
|
4381
|
+
title: config.taskTitle,
|
|
4382
|
+
description: config.taskDescription,
|
|
4383
|
+
priority: config.priority,
|
|
4384
|
+
dueDays: config.dueDays,
|
|
4385
|
+
},
|
|
4386
|
+
],
|
|
4387
|
+
isActive: true,
|
|
4388
|
+
});
|
|
4389
|
+
}
|
|
4390
|
+
/**
|
|
4391
|
+
* Create a webhook trigger
|
|
4392
|
+
*/
|
|
4393
|
+
async createWebhookTrigger(config) {
|
|
4394
|
+
return this.createTrigger({
|
|
4395
|
+
name: config.name,
|
|
4396
|
+
eventType: config.eventType,
|
|
4397
|
+
conditions: config.conditions,
|
|
4398
|
+
actions: [
|
|
4399
|
+
{
|
|
4400
|
+
type: 'webhook',
|
|
4401
|
+
url: config.webhookUrl,
|
|
4402
|
+
method: config.method || 'POST',
|
|
4403
|
+
},
|
|
4404
|
+
],
|
|
4405
|
+
isActive: true,
|
|
4406
|
+
});
|
|
4407
|
+
}
|
|
4408
|
+
}
|
|
4409
|
+
|
|
4410
|
+
/**
|
|
4411
|
+
* Clianta SDK - CRM API Client
|
|
4412
|
+
* @see SDK_VERSION in core/config.ts
|
|
4413
|
+
*/
|
|
4414
|
+
/**
|
|
4415
|
+
* CRM API Client for managing contacts and opportunities
|
|
4416
|
+
*/
|
|
4417
|
+
class CRMClient {
|
|
4418
|
+
constructor(apiEndpoint, workspaceId, authToken, apiKey) {
|
|
4419
|
+
this.apiEndpoint = apiEndpoint;
|
|
4420
|
+
this.workspaceId = workspaceId;
|
|
4421
|
+
this.authToken = authToken;
|
|
4422
|
+
this.apiKey = apiKey;
|
|
4423
|
+
this.triggers = new EventTriggersManager(apiEndpoint, workspaceId, authToken);
|
|
4424
|
+
}
|
|
4425
|
+
/**
|
|
4426
|
+
* Set authentication token for API requests (user JWT)
|
|
4427
|
+
*/
|
|
4428
|
+
setAuthToken(token) {
|
|
4429
|
+
this.authToken = token;
|
|
4430
|
+
this.apiKey = undefined;
|
|
4431
|
+
this.triggers.setAuthToken(token);
|
|
4432
|
+
}
|
|
4433
|
+
/**
|
|
4434
|
+
* Set workspace API key for server-to-server requests.
|
|
4435
|
+
* Use this instead of setAuthToken when integrating from an external app.
|
|
4436
|
+
*/
|
|
4437
|
+
setApiKey(key) {
|
|
4438
|
+
this.apiKey = key;
|
|
4439
|
+
this.authToken = undefined;
|
|
4440
|
+
}
|
|
4441
|
+
/**
|
|
4442
|
+
* Validate required parameter exists
|
|
4443
|
+
* @throws {Error} if value is null/undefined or empty string
|
|
4444
|
+
*/
|
|
4445
|
+
validateRequired(param, value, methodName) {
|
|
4446
|
+
if (value === null || value === undefined || value === '') {
|
|
4447
|
+
throw new Error(`[CRMClient.${methodName}] ${param} is required`);
|
|
4448
|
+
}
|
|
4449
|
+
}
|
|
4450
|
+
/**
|
|
4451
|
+
* Make authenticated API request
|
|
4452
|
+
*/
|
|
4453
|
+
async request(endpoint, options = {}) {
|
|
4454
|
+
const url = `${this.apiEndpoint}${endpoint}`;
|
|
4455
|
+
const headers = {
|
|
4456
|
+
'Content-Type': 'application/json',
|
|
4457
|
+
...(options.headers || {}),
|
|
4458
|
+
};
|
|
4459
|
+
if (this.apiKey) {
|
|
4460
|
+
headers['X-Api-Key'] = this.apiKey;
|
|
4461
|
+
}
|
|
4462
|
+
else if (this.authToken) {
|
|
4463
|
+
headers['Authorization'] = `Bearer ${this.authToken}`;
|
|
4464
|
+
}
|
|
4465
|
+
try {
|
|
4466
|
+
const response = await fetch(url, {
|
|
4467
|
+
...options,
|
|
4468
|
+
headers,
|
|
4469
|
+
});
|
|
4470
|
+
const data = await response.json();
|
|
4471
|
+
if (!response.ok) {
|
|
4472
|
+
return {
|
|
4473
|
+
success: false,
|
|
4474
|
+
error: data.message || 'Request failed',
|
|
4475
|
+
status: response.status,
|
|
4476
|
+
};
|
|
4477
|
+
}
|
|
4478
|
+
return {
|
|
4479
|
+
success: true,
|
|
4480
|
+
data: data.data || data,
|
|
4481
|
+
status: response.status,
|
|
4482
|
+
};
|
|
4483
|
+
}
|
|
4484
|
+
catch (error) {
|
|
4485
|
+
return {
|
|
4486
|
+
success: false,
|
|
4487
|
+
error: error instanceof Error ? error.message : 'Network error',
|
|
4488
|
+
status: 0,
|
|
4489
|
+
};
|
|
4490
|
+
}
|
|
4491
|
+
}
|
|
4492
|
+
// ============================================
|
|
4493
|
+
// INBOUND EVENTS API (API-key authenticated)
|
|
4494
|
+
// ============================================
|
|
4495
|
+
/**
|
|
4496
|
+
* Send an inbound event from an external app (e.g. user signup on client website).
|
|
4497
|
+
* Requires the client to be initialized with an API key via setApiKey() or the constructor.
|
|
4498
|
+
*
|
|
4499
|
+
* The contact is upserted in the CRM and matching workflow automations fire automatically.
|
|
4500
|
+
*
|
|
4501
|
+
* @example
|
|
4502
|
+
* const crm = new CRMClient('http://localhost:5000', 'WORKSPACE_ID');
|
|
4503
|
+
* crm.setApiKey('mm_live_...');
|
|
4504
|
+
*
|
|
4505
|
+
* await crm.sendEvent({
|
|
4506
|
+
* event: 'user.registered',
|
|
4507
|
+
* contact: { email: 'alice@example.com', firstName: 'Alice' },
|
|
4508
|
+
* data: { plan: 'free', signupSource: 'homepage' },
|
|
4509
|
+
* });
|
|
4510
|
+
*/
|
|
4511
|
+
async sendEvent(payload) {
|
|
4512
|
+
const url = `${this.apiEndpoint}/api/public/events`;
|
|
4513
|
+
const headers = { 'Content-Type': 'application/json' };
|
|
4514
|
+
if (this.apiKey) {
|
|
4515
|
+
headers['X-Api-Key'] = this.apiKey;
|
|
4516
|
+
}
|
|
4517
|
+
else if (this.authToken) {
|
|
4518
|
+
headers['Authorization'] = `Bearer ${this.authToken}`;
|
|
4519
|
+
}
|
|
4520
|
+
try {
|
|
4521
|
+
const response = await fetch(url, {
|
|
4522
|
+
method: 'POST',
|
|
4523
|
+
headers,
|
|
4524
|
+
body: JSON.stringify(payload),
|
|
4525
|
+
});
|
|
4526
|
+
const data = await response.json();
|
|
4527
|
+
if (!response.ok) {
|
|
4528
|
+
return {
|
|
4529
|
+
success: false,
|
|
4530
|
+
contactCreated: false,
|
|
4531
|
+
event: payload.event,
|
|
4532
|
+
error: data.error || 'Request failed',
|
|
4533
|
+
};
|
|
4534
|
+
}
|
|
4535
|
+
return {
|
|
4536
|
+
success: data.success,
|
|
4537
|
+
contactCreated: data.contactCreated,
|
|
4538
|
+
contactId: data.contactId,
|
|
4539
|
+
event: data.event,
|
|
4540
|
+
};
|
|
4541
|
+
}
|
|
4542
|
+
catch (error) {
|
|
4543
|
+
return {
|
|
4544
|
+
success: false,
|
|
4545
|
+
contactCreated: false,
|
|
4546
|
+
event: payload.event,
|
|
4547
|
+
error: error instanceof Error ? error.message : 'Network error',
|
|
4548
|
+
};
|
|
4549
|
+
}
|
|
4550
|
+
}
|
|
4551
|
+
// ============================================
|
|
4552
|
+
// CONTACTS API
|
|
4553
|
+
// ============================================
|
|
4554
|
+
/**
|
|
4555
|
+
* Get all contacts with pagination
|
|
4556
|
+
*/
|
|
4557
|
+
async getContacts(params) {
|
|
4558
|
+
const queryParams = new URLSearchParams();
|
|
4559
|
+
if (params?.page)
|
|
4560
|
+
queryParams.set('page', params.page.toString());
|
|
4561
|
+
if (params?.limit)
|
|
4562
|
+
queryParams.set('limit', params.limit.toString());
|
|
4563
|
+
if (params?.search)
|
|
4564
|
+
queryParams.set('search', params.search);
|
|
4565
|
+
if (params?.status)
|
|
4566
|
+
queryParams.set('status', params.status);
|
|
4567
|
+
const query = queryParams.toString();
|
|
4568
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/contacts${query ? `?${query}` : ''}`;
|
|
4569
|
+
return this.request(endpoint);
|
|
4570
|
+
}
|
|
4571
|
+
/**
|
|
4572
|
+
* Get a single contact by ID
|
|
4573
|
+
*/
|
|
4574
|
+
async getContact(contactId) {
|
|
4575
|
+
this.validateRequired('contactId', contactId, 'getContact');
|
|
4576
|
+
return this.request(`/api/workspaces/${this.workspaceId}/contacts/${contactId}`);
|
|
4577
|
+
}
|
|
4578
|
+
/**
|
|
4579
|
+
* Create a new contact
|
|
4580
|
+
*/
|
|
4581
|
+
async createContact(contact) {
|
|
4582
|
+
return this.request(`/api/workspaces/${this.workspaceId}/contacts`, {
|
|
4583
|
+
method: 'POST',
|
|
4584
|
+
body: JSON.stringify(contact),
|
|
4585
|
+
});
|
|
4586
|
+
}
|
|
4587
|
+
/**
|
|
4588
|
+
* Update an existing contact
|
|
4589
|
+
*/
|
|
4590
|
+
async updateContact(contactId, updates) {
|
|
4591
|
+
this.validateRequired('contactId', contactId, 'updateContact');
|
|
4592
|
+
return this.request(`/api/workspaces/${this.workspaceId}/contacts/${contactId}`, {
|
|
4593
|
+
method: 'PUT',
|
|
4594
|
+
body: JSON.stringify(updates),
|
|
4595
|
+
});
|
|
4596
|
+
}
|
|
4597
|
+
/**
|
|
4598
|
+
* Delete a contact
|
|
4599
|
+
*/
|
|
4600
|
+
async deleteContact(contactId) {
|
|
4601
|
+
this.validateRequired('contactId', contactId, 'deleteContact');
|
|
4602
|
+
return this.request(`/api/workspaces/${this.workspaceId}/contacts/${contactId}`, {
|
|
4603
|
+
method: 'DELETE',
|
|
4604
|
+
});
|
|
4605
|
+
}
|
|
4606
|
+
// ============================================
|
|
4607
|
+
// OPPORTUNITIES API
|
|
4608
|
+
// ============================================
|
|
4609
|
+
/**
|
|
4610
|
+
* Get all opportunities with pagination
|
|
4611
|
+
*/
|
|
4612
|
+
async getOpportunities(params) {
|
|
4613
|
+
const queryParams = new URLSearchParams();
|
|
4614
|
+
if (params?.page)
|
|
4615
|
+
queryParams.set('page', params.page.toString());
|
|
4616
|
+
if (params?.limit)
|
|
4617
|
+
queryParams.set('limit', params.limit.toString());
|
|
4618
|
+
if (params?.pipelineId)
|
|
4619
|
+
queryParams.set('pipelineId', params.pipelineId);
|
|
4620
|
+
if (params?.stageId)
|
|
4621
|
+
queryParams.set('stageId', params.stageId);
|
|
4622
|
+
const query = queryParams.toString();
|
|
4623
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/opportunities${query ? `?${query}` : ''}`;
|
|
4624
|
+
return this.request(endpoint);
|
|
4625
|
+
}
|
|
4626
|
+
/**
|
|
4627
|
+
* Get a single opportunity by ID
|
|
4628
|
+
*/
|
|
4629
|
+
async getOpportunity(opportunityId) {
|
|
4630
|
+
return this.request(`/api/workspaces/${this.workspaceId}/opportunities/${opportunityId}`);
|
|
4631
|
+
}
|
|
4632
|
+
/**
|
|
4633
|
+
* Create a new opportunity
|
|
4634
|
+
*/
|
|
4635
|
+
async createOpportunity(opportunity) {
|
|
4636
|
+
return this.request(`/api/workspaces/${this.workspaceId}/opportunities`, {
|
|
4637
|
+
method: 'POST',
|
|
4638
|
+
body: JSON.stringify(opportunity),
|
|
4639
|
+
});
|
|
4640
|
+
}
|
|
4641
|
+
/**
|
|
4642
|
+
* Update an existing opportunity
|
|
4643
|
+
*/
|
|
4644
|
+
async updateOpportunity(opportunityId, updates) {
|
|
4645
|
+
return this.request(`/api/workspaces/${this.workspaceId}/opportunities/${opportunityId}`, {
|
|
4646
|
+
method: 'PUT',
|
|
4647
|
+
body: JSON.stringify(updates),
|
|
4648
|
+
});
|
|
4649
|
+
}
|
|
4650
|
+
/**
|
|
4651
|
+
* Delete an opportunity
|
|
4652
|
+
*/
|
|
4653
|
+
async deleteOpportunity(opportunityId) {
|
|
4654
|
+
return this.request(`/api/workspaces/${this.workspaceId}/opportunities/${opportunityId}`, {
|
|
4655
|
+
method: 'DELETE',
|
|
4656
|
+
});
|
|
4657
|
+
}
|
|
4658
|
+
/**
|
|
4659
|
+
* Move opportunity to a different stage
|
|
4660
|
+
*/
|
|
4661
|
+
async moveOpportunity(opportunityId, stageId) {
|
|
4662
|
+
return this.request(`/api/workspaces/${this.workspaceId}/opportunities/${opportunityId}/move`, {
|
|
4663
|
+
method: 'POST',
|
|
4664
|
+
body: JSON.stringify({ stageId }),
|
|
4665
|
+
});
|
|
4666
|
+
}
|
|
4667
|
+
// ============================================
|
|
4668
|
+
// COMPANIES API
|
|
4669
|
+
// ============================================
|
|
4670
|
+
/**
|
|
4671
|
+
* Get all companies with pagination
|
|
4672
|
+
*/
|
|
4673
|
+
async getCompanies(params) {
|
|
4674
|
+
const queryParams = new URLSearchParams();
|
|
4675
|
+
if (params?.page)
|
|
4676
|
+
queryParams.set('page', params.page.toString());
|
|
4677
|
+
if (params?.limit)
|
|
4678
|
+
queryParams.set('limit', params.limit.toString());
|
|
4679
|
+
if (params?.search)
|
|
4680
|
+
queryParams.set('search', params.search);
|
|
4681
|
+
if (params?.status)
|
|
4682
|
+
queryParams.set('status', params.status);
|
|
4683
|
+
if (params?.industry)
|
|
4684
|
+
queryParams.set('industry', params.industry);
|
|
4685
|
+
const query = queryParams.toString();
|
|
4686
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/companies${query ? `?${query}` : ''}`;
|
|
4687
|
+
return this.request(endpoint);
|
|
4688
|
+
}
|
|
4689
|
+
/**
|
|
4690
|
+
* Get a single company by ID
|
|
4691
|
+
*/
|
|
4692
|
+
async getCompany(companyId) {
|
|
4693
|
+
return this.request(`/api/workspaces/${this.workspaceId}/companies/${companyId}`);
|
|
4694
|
+
}
|
|
4695
|
+
/**
|
|
4696
|
+
* Create a new company
|
|
4697
|
+
*/
|
|
4698
|
+
async createCompany(company) {
|
|
4699
|
+
return this.request(`/api/workspaces/${this.workspaceId}/companies`, {
|
|
4700
|
+
method: 'POST',
|
|
4701
|
+
body: JSON.stringify(company),
|
|
4702
|
+
});
|
|
4703
|
+
}
|
|
4704
|
+
/**
|
|
4705
|
+
* Update an existing company
|
|
4706
|
+
*/
|
|
4707
|
+
async updateCompany(companyId, updates) {
|
|
4708
|
+
return this.request(`/api/workspaces/${this.workspaceId}/companies/${companyId}`, {
|
|
4709
|
+
method: 'PUT',
|
|
4710
|
+
body: JSON.stringify(updates),
|
|
4711
|
+
});
|
|
4712
|
+
}
|
|
4713
|
+
/**
|
|
4714
|
+
* Delete a company
|
|
4715
|
+
*/
|
|
4716
|
+
async deleteCompany(companyId) {
|
|
4717
|
+
return this.request(`/api/workspaces/${this.workspaceId}/companies/${companyId}`, {
|
|
4718
|
+
method: 'DELETE',
|
|
4719
|
+
});
|
|
4720
|
+
}
|
|
4721
|
+
/**
|
|
4722
|
+
* Get contacts belonging to a company
|
|
4723
|
+
*/
|
|
4724
|
+
async getCompanyContacts(companyId, params) {
|
|
4725
|
+
const queryParams = new URLSearchParams();
|
|
4726
|
+
if (params?.page)
|
|
4727
|
+
queryParams.set('page', params.page.toString());
|
|
4728
|
+
if (params?.limit)
|
|
4729
|
+
queryParams.set('limit', params.limit.toString());
|
|
4730
|
+
const query = queryParams.toString();
|
|
4731
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/companies/${companyId}/contacts${query ? `?${query}` : ''}`;
|
|
4732
|
+
return this.request(endpoint);
|
|
4733
|
+
}
|
|
4734
|
+
/**
|
|
4735
|
+
* Get deals/opportunities belonging to a company
|
|
4736
|
+
*/
|
|
4737
|
+
async getCompanyDeals(companyId, params) {
|
|
4738
|
+
const queryParams = new URLSearchParams();
|
|
4739
|
+
if (params?.page)
|
|
4740
|
+
queryParams.set('page', params.page.toString());
|
|
4741
|
+
if (params?.limit)
|
|
4742
|
+
queryParams.set('limit', params.limit.toString());
|
|
4743
|
+
const query = queryParams.toString();
|
|
4744
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/companies/${companyId}/deals${query ? `?${query}` : ''}`;
|
|
4745
|
+
return this.request(endpoint);
|
|
4746
|
+
}
|
|
4747
|
+
// ============================================
|
|
4748
|
+
// PIPELINES API
|
|
4749
|
+
// ============================================
|
|
4750
|
+
/**
|
|
4751
|
+
* Get all pipelines
|
|
4752
|
+
*/
|
|
4753
|
+
async getPipelines() {
|
|
4754
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines`);
|
|
4755
|
+
}
|
|
4756
|
+
/**
|
|
4757
|
+
* Get a single pipeline by ID
|
|
4758
|
+
*/
|
|
4759
|
+
async getPipeline(pipelineId) {
|
|
4760
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines/${pipelineId}`);
|
|
4761
|
+
}
|
|
4762
|
+
/**
|
|
4763
|
+
* Create a new pipeline
|
|
4764
|
+
*/
|
|
4765
|
+
async createPipeline(pipeline) {
|
|
4766
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines`, {
|
|
4767
|
+
method: 'POST',
|
|
4768
|
+
body: JSON.stringify(pipeline),
|
|
4769
|
+
});
|
|
4770
|
+
}
|
|
4771
|
+
/**
|
|
4772
|
+
* Update an existing pipeline
|
|
4773
|
+
*/
|
|
4774
|
+
async updatePipeline(pipelineId, updates) {
|
|
4775
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines/${pipelineId}`, {
|
|
4776
|
+
method: 'PUT',
|
|
4777
|
+
body: JSON.stringify(updates),
|
|
4778
|
+
});
|
|
4779
|
+
}
|
|
4780
|
+
/**
|
|
4781
|
+
* Delete a pipeline
|
|
4782
|
+
*/
|
|
4783
|
+
async deletePipeline(pipelineId) {
|
|
4784
|
+
return this.request(`/api/workspaces/${this.workspaceId}/pipelines/${pipelineId}`, {
|
|
4785
|
+
method: 'DELETE',
|
|
4786
|
+
});
|
|
4787
|
+
}
|
|
4788
|
+
// ============================================
|
|
4789
|
+
// TASKS API
|
|
4790
|
+
// ============================================
|
|
4791
|
+
/**
|
|
4792
|
+
* Get all tasks with pagination
|
|
4793
|
+
*/
|
|
4794
|
+
async getTasks(params) {
|
|
4795
|
+
const queryParams = new URLSearchParams();
|
|
4796
|
+
if (params?.page)
|
|
4797
|
+
queryParams.set('page', params.page.toString());
|
|
4798
|
+
if (params?.limit)
|
|
4799
|
+
queryParams.set('limit', params.limit.toString());
|
|
4800
|
+
if (params?.status)
|
|
4801
|
+
queryParams.set('status', params.status);
|
|
4802
|
+
if (params?.priority)
|
|
4803
|
+
queryParams.set('priority', params.priority);
|
|
4804
|
+
if (params?.contactId)
|
|
4805
|
+
queryParams.set('contactId', params.contactId);
|
|
4806
|
+
if (params?.companyId)
|
|
4807
|
+
queryParams.set('companyId', params.companyId);
|
|
4808
|
+
if (params?.opportunityId)
|
|
4809
|
+
queryParams.set('opportunityId', params.opportunityId);
|
|
4810
|
+
const query = queryParams.toString();
|
|
4811
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/tasks${query ? `?${query}` : ''}`;
|
|
4812
|
+
return this.request(endpoint);
|
|
4813
|
+
}
|
|
4814
|
+
/**
|
|
4815
|
+
* Get a single task by ID
|
|
4816
|
+
*/
|
|
4817
|
+
async getTask(taskId) {
|
|
4818
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}`);
|
|
4819
|
+
}
|
|
4820
|
+
/**
|
|
4821
|
+
* Create a new task
|
|
4822
|
+
*/
|
|
4823
|
+
async createTask(task) {
|
|
4824
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks`, {
|
|
4825
|
+
method: 'POST',
|
|
4826
|
+
body: JSON.stringify(task),
|
|
4827
|
+
});
|
|
4828
|
+
}
|
|
4829
|
+
/**
|
|
4830
|
+
* Update an existing task
|
|
4831
|
+
*/
|
|
4832
|
+
async updateTask(taskId, updates) {
|
|
4833
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}`, {
|
|
4834
|
+
method: 'PUT',
|
|
4835
|
+
body: JSON.stringify(updates),
|
|
4836
|
+
});
|
|
4837
|
+
}
|
|
4838
|
+
/**
|
|
4839
|
+
* Mark a task as completed
|
|
4840
|
+
*/
|
|
4841
|
+
async completeTask(taskId) {
|
|
4842
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}/complete`, {
|
|
4843
|
+
method: 'PATCH',
|
|
4844
|
+
});
|
|
4845
|
+
}
|
|
4846
|
+
/**
|
|
4847
|
+
* Delete a task
|
|
4848
|
+
*/
|
|
4849
|
+
async deleteTask(taskId) {
|
|
4850
|
+
return this.request(`/api/workspaces/${this.workspaceId}/tasks/${taskId}`, {
|
|
4851
|
+
method: 'DELETE',
|
|
4852
|
+
});
|
|
4853
|
+
}
|
|
4854
|
+
// ============================================
|
|
4855
|
+
// ACTIVITIES API
|
|
4856
|
+
// ============================================
|
|
4857
|
+
/**
|
|
4858
|
+
* Get activities for a contact
|
|
4859
|
+
*/
|
|
4860
|
+
async getContactActivities(contactId, params) {
|
|
4861
|
+
const queryParams = new URLSearchParams();
|
|
4862
|
+
if (params?.page)
|
|
4863
|
+
queryParams.set('page', params.page.toString());
|
|
4864
|
+
if (params?.limit)
|
|
4865
|
+
queryParams.set('limit', params.limit.toString());
|
|
4866
|
+
if (params?.type)
|
|
4867
|
+
queryParams.set('type', params.type);
|
|
4868
|
+
const query = queryParams.toString();
|
|
4869
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/contacts/${contactId}/activities${query ? `?${query}` : ''}`;
|
|
4870
|
+
return this.request(endpoint);
|
|
4871
|
+
}
|
|
4872
|
+
/**
|
|
4873
|
+
* Get activities for an opportunity/deal
|
|
4874
|
+
*/
|
|
4875
|
+
async getOpportunityActivities(opportunityId, params) {
|
|
4876
|
+
const queryParams = new URLSearchParams();
|
|
4877
|
+
if (params?.page)
|
|
4878
|
+
queryParams.set('page', params.page.toString());
|
|
4879
|
+
if (params?.limit)
|
|
4880
|
+
queryParams.set('limit', params.limit.toString());
|
|
4881
|
+
if (params?.type)
|
|
4882
|
+
queryParams.set('type', params.type);
|
|
4883
|
+
const query = queryParams.toString();
|
|
4884
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/opportunities/${opportunityId}/activities${query ? `?${query}` : ''}`;
|
|
4885
|
+
return this.request(endpoint);
|
|
4886
|
+
}
|
|
4887
|
+
/**
|
|
4888
|
+
* Create a new activity
|
|
4889
|
+
*/
|
|
4890
|
+
async createActivity(activity) {
|
|
4891
|
+
// Determine the correct endpoint based on related entity
|
|
4892
|
+
let endpoint;
|
|
4893
|
+
if (activity.opportunityId) {
|
|
4894
|
+
endpoint = `/api/workspaces/${this.workspaceId}/opportunities/${activity.opportunityId}/activities`;
|
|
4895
|
+
}
|
|
4896
|
+
else if (activity.contactId) {
|
|
4897
|
+
endpoint = `/api/workspaces/${this.workspaceId}/contacts/${activity.contactId}/activities`;
|
|
4898
|
+
}
|
|
4899
|
+
else {
|
|
4900
|
+
endpoint = `/api/workspaces/${this.workspaceId}/activities`;
|
|
4901
|
+
}
|
|
4902
|
+
return this.request(endpoint, {
|
|
4903
|
+
method: 'POST',
|
|
4904
|
+
body: JSON.stringify(activity),
|
|
4905
|
+
});
|
|
4906
|
+
}
|
|
4907
|
+
/**
|
|
4908
|
+
* Update an existing activity
|
|
4909
|
+
*/
|
|
4910
|
+
async updateActivity(activityId, updates) {
|
|
4911
|
+
return this.request(`/api/workspaces/${this.workspaceId}/activities/${activityId}`, {
|
|
4912
|
+
method: 'PATCH',
|
|
4913
|
+
body: JSON.stringify(updates),
|
|
4914
|
+
});
|
|
4915
|
+
}
|
|
4916
|
+
/**
|
|
4917
|
+
* Delete an activity
|
|
4918
|
+
*/
|
|
4919
|
+
async deleteActivity(activityId) {
|
|
4920
|
+
return this.request(`/api/workspaces/${this.workspaceId}/activities/${activityId}`, {
|
|
4921
|
+
method: 'DELETE',
|
|
4922
|
+
});
|
|
4923
|
+
}
|
|
4924
|
+
/**
|
|
4925
|
+
* Log a call activity
|
|
4926
|
+
*/
|
|
4927
|
+
async logCall(data) {
|
|
4928
|
+
return this.createActivity({
|
|
4929
|
+
type: 'call',
|
|
4930
|
+
title: `${data.direction === 'inbound' ? 'Inbound' : 'Outbound'} Call`,
|
|
4931
|
+
direction: data.direction,
|
|
4932
|
+
duration: data.duration,
|
|
4933
|
+
outcome: data.outcome,
|
|
4934
|
+
description: data.notes,
|
|
4935
|
+
contactId: data.contactId,
|
|
4936
|
+
opportunityId: data.opportunityId,
|
|
4937
|
+
});
|
|
4938
|
+
}
|
|
4939
|
+
/**
|
|
4940
|
+
* Log a meeting activity
|
|
4941
|
+
*/
|
|
4942
|
+
async logMeeting(data) {
|
|
4943
|
+
return this.createActivity({
|
|
4944
|
+
type: 'meeting',
|
|
4945
|
+
title: data.title,
|
|
4946
|
+
duration: data.duration,
|
|
4947
|
+
outcome: data.outcome,
|
|
4948
|
+
description: data.notes,
|
|
4949
|
+
contactId: data.contactId,
|
|
4950
|
+
opportunityId: data.opportunityId,
|
|
4951
|
+
});
|
|
4952
|
+
}
|
|
4953
|
+
/**
|
|
4954
|
+
* Add a note to a contact or opportunity
|
|
4955
|
+
*/
|
|
4956
|
+
async addNote(data) {
|
|
4957
|
+
return this.createActivity({
|
|
4958
|
+
type: 'note',
|
|
4959
|
+
title: 'Note',
|
|
4960
|
+
description: data.content,
|
|
4961
|
+
contactId: data.contactId,
|
|
4962
|
+
opportunityId: data.opportunityId,
|
|
4963
|
+
});
|
|
4964
|
+
}
|
|
4965
|
+
// ============================================
|
|
4966
|
+
// EMAIL TEMPLATES API
|
|
4967
|
+
// ============================================
|
|
4968
|
+
/**
|
|
4969
|
+
* Get all email templates
|
|
4970
|
+
*/
|
|
4971
|
+
async getEmailTemplates(params) {
|
|
4972
|
+
const queryParams = new URLSearchParams();
|
|
4973
|
+
if (params?.page)
|
|
4974
|
+
queryParams.set('page', params.page.toString());
|
|
4975
|
+
if (params?.limit)
|
|
4976
|
+
queryParams.set('limit', params.limit.toString());
|
|
4977
|
+
const query = queryParams.toString();
|
|
4978
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/email-templates${query ? `?${query}` : ''}`;
|
|
4979
|
+
return this.request(endpoint);
|
|
4980
|
+
}
|
|
4981
|
+
/**
|
|
4982
|
+
* Get a single email template by ID
|
|
4983
|
+
*/
|
|
4984
|
+
async getEmailTemplate(templateId) {
|
|
4985
|
+
return this.request(`/api/workspaces/${this.workspaceId}/email-templates/${templateId}`);
|
|
4986
|
+
}
|
|
4987
|
+
/**
|
|
4988
|
+
* Create a new email template
|
|
4989
|
+
*/
|
|
4990
|
+
async createEmailTemplate(template) {
|
|
4991
|
+
return this.request(`/api/workspaces/${this.workspaceId}/email-templates`, {
|
|
4992
|
+
method: 'POST',
|
|
4993
|
+
body: JSON.stringify(template),
|
|
4994
|
+
});
|
|
4995
|
+
}
|
|
4996
|
+
/**
|
|
4997
|
+
* Update an email template
|
|
4998
|
+
*/
|
|
4999
|
+
async updateEmailTemplate(templateId, updates) {
|
|
5000
|
+
return this.request(`/api/workspaces/${this.workspaceId}/email-templates/${templateId}`, {
|
|
5001
|
+
method: 'PUT',
|
|
5002
|
+
body: JSON.stringify(updates),
|
|
5003
|
+
});
|
|
5004
|
+
}
|
|
5005
|
+
/**
|
|
5006
|
+
* Delete an email template
|
|
5007
|
+
*/
|
|
5008
|
+
async deleteEmailTemplate(templateId) {
|
|
5009
|
+
return this.request(`/api/workspaces/${this.workspaceId}/email-templates/${templateId}`, {
|
|
5010
|
+
method: 'DELETE',
|
|
5011
|
+
});
|
|
5012
|
+
}
|
|
5013
|
+
/**
|
|
5014
|
+
* Send an email using a template
|
|
5015
|
+
*/
|
|
5016
|
+
async sendEmail(data) {
|
|
5017
|
+
return this.request(`/api/workspaces/${this.workspaceId}/emails/send`, {
|
|
5018
|
+
method: 'POST',
|
|
5019
|
+
body: JSON.stringify(data),
|
|
5020
|
+
});
|
|
5021
|
+
}
|
|
5022
|
+
// ============================================
|
|
5023
|
+
// READ-BACK / DATA RETRIEVAL API
|
|
5024
|
+
// ============================================
|
|
5025
|
+
/**
|
|
5026
|
+
* Get a contact by email address.
|
|
5027
|
+
* Returns the first matching contact from a search query.
|
|
5028
|
+
*/
|
|
5029
|
+
async getContactByEmail(email) {
|
|
5030
|
+
this.validateRequired('email', email, 'getContactByEmail');
|
|
5031
|
+
const queryParams = new URLSearchParams({ search: email, limit: '1' });
|
|
5032
|
+
return this.request(`/api/workspaces/${this.workspaceId}/contacts?${queryParams.toString()}`);
|
|
5033
|
+
}
|
|
5034
|
+
/**
|
|
5035
|
+
* Get activity timeline for a contact
|
|
5036
|
+
*/
|
|
5037
|
+
async getContactActivity(contactId, params) {
|
|
5038
|
+
this.validateRequired('contactId', contactId, 'getContactActivity');
|
|
5039
|
+
const queryParams = new URLSearchParams();
|
|
5040
|
+
if (params?.page)
|
|
5041
|
+
queryParams.set('page', params.page.toString());
|
|
5042
|
+
if (params?.limit)
|
|
5043
|
+
queryParams.set('limit', params.limit.toString());
|
|
5044
|
+
if (params?.type)
|
|
5045
|
+
queryParams.set('type', params.type);
|
|
5046
|
+
if (params?.startDate)
|
|
5047
|
+
queryParams.set('startDate', params.startDate);
|
|
5048
|
+
if (params?.endDate)
|
|
5049
|
+
queryParams.set('endDate', params.endDate);
|
|
5050
|
+
const query = queryParams.toString();
|
|
5051
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/contacts/${contactId}/activities${query ? `?${query}` : ''}`;
|
|
5052
|
+
return this.request(endpoint);
|
|
5053
|
+
}
|
|
5054
|
+
/**
|
|
5055
|
+
* Get engagement metrics for a contact (via their linked visitor data)
|
|
5056
|
+
*/
|
|
5057
|
+
async getContactEngagement(contactId) {
|
|
5058
|
+
this.validateRequired('contactId', contactId, 'getContactEngagement');
|
|
5059
|
+
return this.request(`/api/workspaces/${this.workspaceId}/contacts/${contactId}/engagement`);
|
|
5060
|
+
}
|
|
5061
|
+
/**
|
|
5062
|
+
* Get a full timeline for a contact including events, activities, and opportunities
|
|
5063
|
+
*/
|
|
5064
|
+
async getContactTimeline(contactId, params) {
|
|
5065
|
+
this.validateRequired('contactId', contactId, 'getContactTimeline');
|
|
5066
|
+
const queryParams = new URLSearchParams();
|
|
5067
|
+
if (params?.page)
|
|
5068
|
+
queryParams.set('page', params.page.toString());
|
|
5069
|
+
if (params?.limit)
|
|
5070
|
+
queryParams.set('limit', params.limit.toString());
|
|
5071
|
+
const query = queryParams.toString();
|
|
5072
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/contacts/${contactId}/timeline${query ? `?${query}` : ''}`;
|
|
5073
|
+
return this.request(endpoint);
|
|
5074
|
+
}
|
|
5075
|
+
/**
|
|
5076
|
+
* Search contacts with advanced filters
|
|
5077
|
+
*/
|
|
5078
|
+
async searchContacts(query, filters) {
|
|
5079
|
+
const queryParams = new URLSearchParams();
|
|
5080
|
+
queryParams.set('search', query);
|
|
5081
|
+
if (filters?.status)
|
|
5082
|
+
queryParams.set('status', filters.status);
|
|
5083
|
+
if (filters?.lifecycleStage)
|
|
5084
|
+
queryParams.set('lifecycleStage', filters.lifecycleStage);
|
|
5085
|
+
if (filters?.source)
|
|
5086
|
+
queryParams.set('source', filters.source);
|
|
5087
|
+
if (filters?.tags)
|
|
5088
|
+
queryParams.set('tags', filters.tags.join(','));
|
|
5089
|
+
if (filters?.page)
|
|
5090
|
+
queryParams.set('page', filters.page.toString());
|
|
5091
|
+
if (filters?.limit)
|
|
5092
|
+
queryParams.set('limit', filters.limit.toString());
|
|
5093
|
+
const qs = queryParams.toString();
|
|
5094
|
+
const endpoint = `/api/workspaces/${this.workspaceId}/contacts${qs ? `?${qs}` : ''}`;
|
|
5095
|
+
return this.request(endpoint);
|
|
5096
|
+
}
|
|
5097
|
+
// ============================================
|
|
5098
|
+
// WEBHOOK MANAGEMENT API
|
|
5099
|
+
// ============================================
|
|
5100
|
+
/**
|
|
5101
|
+
* List all webhook subscriptions
|
|
5102
|
+
*/
|
|
5103
|
+
async listWebhooks(params) {
|
|
5104
|
+
const queryParams = new URLSearchParams();
|
|
5105
|
+
if (params?.page)
|
|
5106
|
+
queryParams.set('page', params.page.toString());
|
|
5107
|
+
if (params?.limit)
|
|
5108
|
+
queryParams.set('limit', params.limit.toString());
|
|
5109
|
+
const query = queryParams.toString();
|
|
5110
|
+
return this.request(`/api/workspaces/${this.workspaceId}/webhooks${query ? `?${query}` : ''}`);
|
|
5111
|
+
}
|
|
5112
|
+
/**
|
|
5113
|
+
* Create a new webhook subscription
|
|
5114
|
+
*/
|
|
5115
|
+
async createWebhook(data) {
|
|
5116
|
+
return this.request(`/api/workspaces/${this.workspaceId}/webhooks`, {
|
|
5117
|
+
method: 'POST',
|
|
5118
|
+
body: JSON.stringify(data),
|
|
5119
|
+
});
|
|
5120
|
+
}
|
|
5121
|
+
/**
|
|
5122
|
+
* Delete a webhook subscription
|
|
5123
|
+
*/
|
|
5124
|
+
async deleteWebhook(webhookId) {
|
|
5125
|
+
this.validateRequired('webhookId', webhookId, 'deleteWebhook');
|
|
5126
|
+
return this.request(`/api/workspaces/${this.workspaceId}/webhooks/${webhookId}`, {
|
|
5127
|
+
method: 'DELETE',
|
|
5128
|
+
});
|
|
5129
|
+
}
|
|
5130
|
+
// ============================================
|
|
5131
|
+
// EVENT TRIGGERS API (delegated to triggers manager)
|
|
5132
|
+
// ============================================
|
|
5133
|
+
/**
|
|
5134
|
+
* Get all event triggers
|
|
5135
|
+
*/
|
|
5136
|
+
async getEventTriggers() {
|
|
5137
|
+
return this.triggers.getTriggers();
|
|
5138
|
+
}
|
|
5139
|
+
/**
|
|
5140
|
+
* Create a new event trigger
|
|
5141
|
+
*/
|
|
5142
|
+
async createEventTrigger(trigger) {
|
|
5143
|
+
return this.triggers.createTrigger(trigger);
|
|
5144
|
+
}
|
|
5145
|
+
/**
|
|
5146
|
+
* Update an event trigger
|
|
5147
|
+
*/
|
|
5148
|
+
async updateEventTrigger(triggerId, updates) {
|
|
5149
|
+
return this.triggers.updateTrigger(triggerId, updates);
|
|
5150
|
+
}
|
|
5151
|
+
/**
|
|
5152
|
+
* Delete an event trigger
|
|
5153
|
+
*/
|
|
5154
|
+
async deleteEventTrigger(triggerId) {
|
|
5155
|
+
return this.triggers.deleteTrigger(triggerId);
|
|
5156
|
+
}
|
|
5157
|
+
}
|
|
5158
|
+
|
|
3970
5159
|
/**
|
|
3971
5160
|
* Clianta SDK
|
|
3972
5161
|
* Client-side tracking SDK for CRM — tracks visitors, identifies contacts,
|
|
@@ -4076,6 +5265,7 @@
|
|
|
4076
5265
|
}
|
|
4077
5266
|
}
|
|
4078
5267
|
|
|
5268
|
+
exports.CRMClient = CRMClient;
|
|
4079
5269
|
exports.ConsentManager = ConsentManager;
|
|
4080
5270
|
exports.SDK_VERSION = SDK_VERSION;
|
|
4081
5271
|
exports.Tracker = Tracker;
|