@segment/action-destinations 3.134.1-staging.1 → 3.136.0

package/dist/destinations/blackbaud-raisers-edge-nxt/createConstituentAction/index.js

@@ -0,0 +1,146 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+const actions_core_1 = require("@segment/actions-core");
+const createOrUpdateIndividualConstituent_1 = require("../createOrUpdateIndividualConstituent");
+const api_1 = require("../api");
+const utils_1 = require("../utils");
+const fields = utils_1.augmentFieldsWithConstituentFields({
+    date: {
+        label: 'Date',
+        description: 'The action date in ISO-8601 format.',
+        type: 'datetime',
+        required: true,
+        default: {
+            '@path': '$.timestamp'
+        }
+    },
+    category: {
+        label: 'Category',
+        description: 'The channel or intent of the constituent interaction. Available values are Phone Call, Meeting, Mailing, Email, and Task/Other.',
+        type: 'string',
+        required: true,
+        choices: [
+            { label: 'Phone Call', value: 'Phone Call' },
+            { label: 'Meeting', value: 'Meeting' },
+            { label: 'Mailing', value: 'Mailing' },
+            { label: 'Email', value: 'Email' },
+            { label: 'Task/Other', value: 'Task/Other' }
+        ]
+    },
+    completed: {
+        label: 'Completed',
+        description: 'Indicates whether the action is complete.',
+        type: 'boolean'
+    },
+    completed_date: {
+        label: 'Completed Date',
+        description: 'The date when the action was completed in ISO-8601 format.',
+        type: 'datetime'
+    },
+    description: {
+        label: 'Description',
+        description: 'The detailed explanation that elaborates on the action summary.',
+        type: 'string'
+    },
+    direction: {
+        label: 'Direction',
+        description: 'The direction of the action. Available values are "Inbound" and "Outbound". The default is Inbound.',
+        type: 'string',
+        default: 'Inbound',
+        choices: [
+            { label: 'Inbound', value: 'Inbound' },
+            { label: 'Outbound', value: 'Outbound' }
+        ]
+    },
+    end_time: {
+        label: 'End Time',
+        description: 'The end time of the action. Uses 24-hour time in the HH:mm format. For example, 17:30 represents 5:30 p.m.',
+        type: 'string'
+    },
+    fundraisers: {
+        label: 'Fundraisers',
+        description: 'The set of immutable constituent system record IDs for the fundraisers associated with the action.',
+        type: 'string',
+        multiple: true
+    },
+    location: {
+        label: 'Location',
+        description: 'The location of the action. Available values are the entries in the Action Locations table.',
+        type: 'string'
+    },
+    opportunity_id: {
+        label: 'Opportunity ID',
+        description: 'The immutable system record ID of the opportunity associated with the action.',
+        type: 'string'
+    },
+    outcome: {
+        label: 'Outcome',
+        description: 'The outcome of the action. Available values are Successful and Unsuccessful.',
+        type: 'string',
+        choices: [
+            { label: 'Successful', value: 'Successful' },
+            { label: 'Unsuccessful', value: 'Unsuccessful' }
+        ]
+    },
+    priority: {
+        label: 'Priority',
+        description: 'The priority of the action. Available values are Normal, High, and Low. The default is Normal.',
+        type: 'string',
+        default: 'Normal',
+        choices: [
+            { label: 'High', value: 'High' },
+            { label: 'Low', value: 'Low' },
+            { label: 'Normal', value: 'Normal' }
+        ]
+    },
+    start_time: {
+        label: 'Start Time',
+        description: 'The start time of the action. Uses 24-hour time in the HH:mm format. For example, 17:30 represents 5:30 p.m.',
+        type: 'string'
+    },
+    status: {
+        label: 'Status',
+        description: 'The action status. If the system is configured to use custom action statuses, available values are the entries in the Action Status table.',
+        type: 'string'
+    },
+    summary: {
+        label: 'Summary',
+        description: 'The short description of the action that appears at the top of the record. Character limit: 255.',
+        type: 'string'
+    },
+    type: {
+        label: 'Type',
+        description: 'Additional description of the action to complement the category. Available values are the entries in the Actions table.',
+        type: 'string'
+    },
+    author: {
+        label: 'Author',
+        description: "The author of the action's summary and description. If not supplied, will have a default set based on the user's account. Character limit: 50.",
+        type: 'string'
+    }
+});
+const perform = async (request, { settings, payload }) => {
+    const constituentPayload = utils_1.buildConstituentPayloadFromPayload(payload);
+    let constituentId = payload.constituent_id;
+    if (Object.keys(constituentPayload).length > 0) {
+        const createOrUpdateIndividualConstituentResponse = await createOrUpdateIndividualConstituent_1.perform(request, {
+            settings: settings,
+            payload: constituentPayload
+        });
+        constituentId = createOrUpdateIndividualConstituentResponse.id;
+    }
+    else if (constituentId === undefined) {
+        throw new actions_core_1.IntegrationError('Missing constituent_id value', 'MISSING_REQUIRED_FIELD', 400);
+    }
+    const blackbaudSkyApiClient = new api_1.BlackbaudSkyApi(request);
+    const constituentActionData = utils_1.buildConstituentActionDataFromPayload(constituentId, payload);
+    return blackbaudSkyApiClient.createConstituentAction(constituentActionData);
+};
+const action = {
+    title: 'Create Constituent Action',
+    description: "Create a Constituent Action record in Raiser's Edge NXT.",
+    fields,
+    perform
+};
+exports.default = action;
+//# sourceMappingURL=index.js.map

package/dist/destinations/blackbaud-raisers-edge-nxt/createConstituentAction/index.js.map

@@ -0,0 +1 @@
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package/dist/destinations/blackbaud-raisers-edge-nxt/createGift/fixtures.d.ts

@@ -0,0 +1,27 @@
+import { SegmentEvent } from '@segment/actions-core';
+export declare const trackEventData: Partial<SegmentEvent>;
+export declare const trackEventDataNewConstituent: Partial<SegmentEvent>;
+export declare const trackEventDataNoConstituent: Partial<SegmentEvent>;
+export declare const giftPayload: {
+    amount: {
+        value: number;
+    };
+    constituent_id: string;
+    gift_splits: {
+        amount: {
+            value: number;
+        };
+        fund_id: string;
+    }[];
+    payments: {
+        payment_method: string;
+    }[];
+};
+export declare const constituentPayload: {
+    email: {
+        address: string;
+        type: string;
+    };
+    first: string;
+    last: string;
+};

package/dist/destinations/blackbaud-raisers-edge-nxt/createGift/fixtures.js

@@ -0,0 +1,60 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.constituentPayload = exports.giftPayload = exports.trackEventDataNoConstituent = exports.trackEventDataNewConstituent = exports.trackEventData = void 0;
+exports.trackEventData = {
+    type: 'track',
+    properties: {
+        constituentId: '123',
+        fundId: '1',
+        paymentMethod: 'CreditCard',
+        revenue: 100
+    }
+};
+exports.trackEventDataNewConstituent = {
+    type: 'track',
+    properties: {
+        email: 'john@example.biz',
+        emailType: 'Personal',
+        firstName: 'John',
+        lastName: 'Doe',
+        fundId: '1',
+        paymentMethod: 'CreditCard',
+        revenue: 100
+    }
+};
+exports.trackEventDataNoConstituent = {
+    type: 'track',
+    properties: {
+        fundId: '1',
+        paymentMethod: 'CreditCard',
+        revenue: 100
+    }
+};
+exports.giftPayload = {
+    amount: {
+        value: 100
+    },
+    constituent_id: '123',
+    gift_splits: [
+        {
+            amount: {
+                value: 100
+            },
+            fund_id: '1'
+        }
+    ],
+    payments: [
+        {
+            payment_method: 'CreditCard'
+        }
+    ]
+};
+exports.constituentPayload = {
+    email: {
+        address: 'john@example.biz',
+        type: 'Personal'
+    },
+    first: 'John',
+    last: 'Doe'
+};
+//# sourceMappingURL=fixtures.js.map

package/dist/destinations/blackbaud-raisers-edge-nxt/createGift/fixtures.js.map

@@ -0,0 +1 @@
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package/dist/destinations/blackbaud-raisers-edge-nxt/createGift/generated-types.d.ts

@@ -0,0 +1,63 @@
+export interface Payload {
+    acknowledgement?: {
+        date?: string | number;
+        status?: string;
+    };
+    amount: number;
+    check_date?: string | number;
+    check_number?: string;
+    date?: string | number;
+    fund_id: string;
+    gift_status?: string;
+    is_anonymous?: boolean;
+    linked_gifts?: string[];
+    lookup_id?: string;
+    payment_method: string;
+    post_date?: string | number;
+    post_status?: string;
+    receipt?: {
+        date?: string | number;
+        status?: string;
+    };
+    recurring_gift_schedule?: {
+        end_date?: string | number;
+        frequency?: string;
+        start_date?: string | number;
+    };
+    subtype?: string;
+    type?: string;
+    constituent_address?: {
+        address_lines?: string;
+        city?: string;
+        country?: string;
+        do_not_mail?: boolean;
+        postal_code?: string;
+        primary?: boolean;
+        state?: string;
+        type?: string;
+    };
+    constituent_birthdate?: string | number;
+    constituent_id?: string;
+    constituent_email?: {
+        address?: string;
+        do_not_email?: boolean;
+        primary?: boolean;
+        type?: string;
+    };
+    constituent_first?: string;
+    constituent_gender?: string;
+    constituent_income?: string;
+    constituent_last?: string;
+    constituent_lookup_id?: string;
+    constituent_online_presence?: {
+        address?: string;
+        primary?: boolean;
+        type?: string;
+    };
+    constituent_phone?: {
+        do_not_call?: boolean;
+        number?: string;
+        primary?: boolean;
+        type?: string;
+    };
+}

package/dist/destinations/blackbaud-raisers-edge-nxt/createGift/generated-types.js.map

@@ -0,0 +1 @@
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package/dist/destinations/blackbaud-raisers-edge-nxt/createGift/index.js

@@ -0,0 +1,230 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+const actions_core_1 = require("@segment/actions-core");
+const createOrUpdateIndividualConstituent_1 = require("../createOrUpdateIndividualConstituent");
+const api_1 = require("../api");
+const utils_1 = require("../utils");
+const fields = utils_1.augmentFieldsWithConstituentFields({
+    acknowledgement: {
+        label: 'Acknowledgement',
+        description: 'The gift acknowledgement.',
+        type: 'object',
+        defaultObjectUI: 'keyvalue:only',
+        additionalProperties: false,
+        properties: {
+            date: {
+                label: 'Date',
+                type: 'datetime',
+                description: 'The date associated with the acknowledgement in ISO-8601 format.'
+            },
+            status: {
+                label: 'Status',
+                type: 'string',
+                description: 'The status of the acknowledgement. Available values are: ACKNOWLEDGED, NEEDSACKNOWLEDGEMENT, and DONOTACKNOWLEDGE.'
+            }
+        },
+        default: {
+            date: {
+                '@path': '$.properties.acknowledgement.date'
+            },
+            status: {
+                '@path': '$.properties.acknowledgement.status'
+            }
+        }
+    },
+    amount: {
+        label: 'Gift Amount',
+        description: 'The monetary amount of the gift in number format, e.g. 12.34',
+        type: 'number',
+        required: true,
+        default: {
+            '@path': '$.properties.revenue'
+        }
+    },
+    check_date: {
+        label: 'Check Date',
+        description: 'The check date in ISO-8601 format.',
+        type: 'datetime'
+    },
+    check_number: {
+        label: 'Check Number',
+        description: 'The check number in string format, e.g. "12345"',
+        type: 'string'
+    },
+    date: {
+        label: 'Gift Date',
+        description: 'The gift date in ISO-8601 format.',
+        type: 'datetime'
+    },
+    fund_id: {
+        label: 'Fund ID',
+        description: 'The ID of the fund associated with the gift.',
+        type: 'string',
+        required: true
+    },
+    gift_status: {
+        label: 'Gift Status',
+        description: 'The status of the gift. Available values are "Active", "Held", "Terminated", "Completed", and "Cancelled".',
+        type: 'string',
+        choices: [
+            { label: 'Active', value: 'Active' },
+            { label: 'Held', value: 'Held' },
+            { label: 'Terminated', value: 'Terminated' },
+            { label: 'Completed', value: 'Completed' },
+            { label: 'Cancelled', value: 'Cancelled' }
+        ]
+    },
+    is_anonymous: {
+        label: 'Is Anonymous',
+        description: 'Indicates whether the gift is anonymous.',
+        type: 'boolean'
+    },
+    linked_gifts: {
+        label: 'Linked Gifts',
+        description: 'The recurring gift associated with the payment being added. When adding a recurring gift payment, a linked_gifts field must be included as an array of strings with the ID of the recurring gift to which the payment is linked.',
+        type: 'string',
+        multiple: true
+    },
+    lookup_id: {
+        label: 'Lookup ID',
+        description: 'The organization-defined identifier for the gift.',
+        type: 'string'
+    },
+    payment_method: {
+        label: 'Payment Method',
+        description: 'The payment method. Available values are "Cash", "CreditCard", "PersonalCheck", "DirectDebit", "Other", "PayPal", or "Venmo".',
+        type: 'string',
+        required: true,
+        choices: [
+            { label: 'Cash', value: 'Cash' },
+            { label: 'Credit Card', value: 'CreditCard' },
+            { label: 'Personal Check', value: 'PersonalCheck' },
+            { label: 'Direct Debit', value: 'DirectDebit' },
+            { label: 'Other', value: 'Other' },
+            { label: 'PayPal', value: 'PayPal' },
+            { label: 'Venmo', value: 'Venmo' }
+        ]
+    },
+    post_date: {
+        label: 'Post Date',
+        description: 'The date that the gift was posted to general ledger in ISO-8601 format.',
+        type: 'datetime'
+    },
+    post_status: {
+        label: 'Post Status',
+        description: 'The general ledger post status of the gift. Available values are "Posted", "NotPosted", and "DoNotPost".',
+        type: 'string',
+        default: 'NotPosted',
+        choices: [
+            { label: 'Posted', value: 'Posted' },
+            { label: 'Not Posted', value: 'NotPosted' },
+            { label: 'Do Not Post', value: 'DoNotPost' }
+        ]
+    },
+    receipt: {
+        label: 'Receipt',
+        description: 'The gift receipt.',
+        type: 'object',
+        defaultObjectUI: 'keyvalue:only',
+        additionalProperties: false,
+        properties: {
+            date: {
+                label: 'Date',
+                type: 'datetime',
+                description: 'The date that the gift was receipted. Includes an offset from UTC in ISO-8601 format: 1969-11-21T10:29:43.'
+            },
+            status: {
+                label: 'Status',
+                type: 'string',
+                description: 'The receipt status of the gift. Available values are RECEIPTED, NEEDSRECEIPT, and DONOTRECEIPT.'
+            }
+        },
+        default: {
+            date: {
+                '@path': '$.properties.receipt.date'
+            },
+            status: {
+                '@path': '$.properties.receipt.status'
+            }
+        }
+    },
+    recurring_gift_schedule: {
+        label: 'Recurring Gift Schedule',
+        description: 'The recurring gift schedule. When adding a recurring gift, a schedule is required.',
+        type: 'object',
+        defaultObjectUI: 'keyvalue:only',
+        additionalProperties: false,
+        properties: {
+            end_date: {
+                label: 'End Date',
+                type: 'datetime',
+                description: 'Date the recurring gift should end in ISO-8601 format.'
+            },
+            frequency: {
+                label: 'Frequency',
+                type: 'string',
+                description: 'Installment frequency of the recurring gift to add. Available values are WEEKLY, EVERY_TWO_WEEKS, EVERY_FOUR_WEEKS, MONTHLY, QUARTERLY, ANNUALLY.'
+            },
+            start_date: {
+                label: 'Start Date',
+                type: 'datetime',
+                description: 'Date the recurring gift should start in ISO-8601 format.'
+            }
+        },
+        default: {
+            end_date: {
+                '@path': '$.properties.recurring_gift_schedule.end_date'
+            },
+            frequency: {
+                '@path': '$.properties.recurring_gift_schedule.frequency'
+            },
+            start_date: {
+                '@path': '$.properties.recurring_gift_schedule.start_date'
+            }
+        }
+    },
+    subtype: {
+        label: 'Subtype',
+        description: 'The subtype of the gift.',
+        type: 'string'
+    },
+    type: {
+        label: 'Type',
+        description: 'The gift type. Available values are "Donation", "Other", "GiftInKind", "RecurringGift", and "RecurringGiftPayment".',
+        type: 'string',
+        default: 'Donation',
+        choices: [
+            { label: 'Donation', value: 'Donation' },
+            { label: 'Other', value: 'Other' },
+            { label: 'GiftInKind', value: 'GiftInKind' },
+            { label: 'RecurringGift', value: 'RecurringGift' },
+            { label: 'RecurringGiftPayment', value: 'RecurringGiftPayment' }
+        ]
+    }
+});
+const perform = async (request, { settings, payload }) => {
+    const constituentPayload = utils_1.buildConstituentPayloadFromPayload(payload);
+    let constituentId = payload.constituent_id;
+    if (Object.keys(constituentPayload).length > 0) {
+        const createOrUpdateIndividualConstituentResponse = await createOrUpdateIndividualConstituent_1.perform(request, {
+            settings: settings,
+            payload: constituentPayload
+        });
+        constituentId = createOrUpdateIndividualConstituentResponse.id;
+    }
+    else if (constituentId === undefined) {
+        throw new actions_core_1.IntegrationError('Missing constituent_id value', 'MISSING_REQUIRED_FIELD', 400);
+    }
+    const blackbaudSkyApiClient = new api_1.BlackbaudSkyApi(request);
+    const giftData = utils_1.buildGiftDataFromPayload(constituentId, payload);
+    return blackbaudSkyApiClient.createGift(giftData);
+};
+const action = {
+    title: 'Create Gift',
+    description: "Create a Gift record in Raiser's Edge NXT.",
+    defaultSubscription: 'type = "track" and event = "Donation Completed"',
+    fields,
+    perform
+};
+exports.default = action;
+//# sourceMappingURL=index.js.map

package/dist/destinations/blackbaud-raisers-edge-nxt/createGift/index.js.map

@@ -0,0 +1 @@
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package/dist/destinations/blackbaud-raisers-edge-nxt/createOrUpdateIndividualConstituent/fixtures.js

@@ -65,7 +65,7 @@ exports.identifyEventDataWithLookupId = {
         birthday: '2001-01-01T01:01:01-05:00',
         email: 'john.doe@aol.com',
         emailType: 'Personal',
-        lookup_id: 'abcd1234'
+        lookupId: 'abcd1234'
     }
 };
 exports.identifyEventDataWithInvalidWebsite = {

package/dist/destinations/blackbaud-raisers-edge-nxt/createOrUpdateIndividualConstituent/fixtures.js.map

@@ -1 +1 @@
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package/dist/destinations/blackbaud-raisers-edge-nxt/createOrUpdateIndividualConstituent/generated-types.d.ts

@@ -10,6 +10,7 @@ export interface Payload {
         type?: string;
     };
     birthdate?: string | number;
+    constituent_id?: string;
     email?: {
         address?: string;
         do_not_email?: boolean;

package/dist/destinations/blackbaud-raisers-edge-nxt/createOrUpdateIndividualConstituent/index.d.ts

@@ -1,5 +1,7 @@
-import { ActionDefinition } from '@segment/actions-core';
+import { ActionDefinition, InputField, RequestFn } from '@segment/actions-core';
 import type { Settings } from '../generated-types';
 import type { Payload } from './generated-types';
+export declare const fields: Record<string, InputField>;
+export declare const perform: RequestFn<Settings, Payload>;
 declare const action: ActionDefinition<Settings, Payload>;
 export default action;