@xapp/stentor-service-serviceminder 1.61.0

package/LICENSE.md

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package/README.md

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+## @xapp/stentor-service-serviceminder
+
+Implementation of CrmService for ServiceMinder
+
+### Required Variables
+SM_API_KEY
+
+### Documentation
+- [Serviceminder API](https://serviceminder.io/api#ServiceMinder)

package/lib/ServiceMinderService.d.ts

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+/*! Copyright (c) 2024, XAPP AI */
+import { FetchService } from "stentor-service-fetch";
+import { BaseService, CrmResponse, CrmService, CrmServiceAvailability, CrmServiceAvailabilitySettings, CrmServiceJobType, ExternalLead } from "stentor-models";
+import { CustomerQuery, ServiceMinderCustomer, ServiceMinderResponse } from "./models";
+export interface ServiceMinderServiceProps extends BaseService, CrmServiceAvailabilitySettings {
+    appId: string;
+    channel?: string;
+    api_key: string;
+    openAI: {
+        apiKey: string;
+    };
+    defaultJobTypeId?: string;
+}
+export declare class ServiceMinderService extends FetchService implements CrmService {
+    private props;
+    constructor(props: ServiceMinderServiceProps);
+    getAvailability(): Promise<CrmServiceAvailability>;
+    getJobType(message: string): Promise<CrmServiceJobType>;
+    send(externalLead: ExternalLead): Promise<CrmResponse>;
+    getCustomers(query: CustomerQuery): Promise<ServiceMinderResponse>;
+    addCustomer(customer: ServiceMinderCustomer): Promise<ServiceMinderResponse>;
+    addNote(customer: ServiceMinderCustomer): Promise<ServiceMinderResponse>;
+}

package/lib/ServiceMinderService.js

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+"use strict";
+var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, generator) {
+    function adopt(value) { return value instanceof P ? value : new P(function (resolve) { resolve(value); }); }
+    return new (P || (P = Promise))(function (resolve, reject) {
+        function fulfilled(value) { try { step(generator.next(value)); } catch (e) { reject(e); } }
+        function rejected(value) { try { step(generator["throw"](value)); } catch (e) { reject(e); } }
+        function step(result) { result.done ? resolve(result.value) : adopt(result.value).then(fulfilled, rejected); }
+        step((generator = generator.apply(thisArg, _arguments || [])).next());
+    });
+};
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.ServiceMinderService = void 0;
+/*! Copyright (c) 2024, XAPP AI */
+const stentor_service_fetch_1 = require("stentor-service-fetch");
+const stentor_logger_1 = require("stentor-logger");
+const axios_1 = __importDefault(require("axios"));
+const addresser_1 = require("addresser");
+const base_url = "https://serviceminder.io/api/";
+const lead_source = process.env.LEADSOURCE ? process.env.LEADSOURCE : "XAPP AI";
+const util_1 = require("./util");
+const console_1 = require("console");
+class ServiceMinderService extends stentor_service_fetch_1.FetchService {
+    constructor(props) {
+        super(props);
+        this.props = Object.assign({}, props);
+        if (!this.props.channel) {
+            this.props.channel = "Chat";
+        }
+    }
+    getAvailability() {
+        return __awaiter(this, void 0, void 0, function* () {
+            throw (0, console_1.error)("not implemented");
+        });
+    }
+    getJobType(message) {
+        return __awaiter(this, void 0, void 0, function* () {
+            (0, stentor_logger_1.log)().error(message);
+            throw (0, console_1.error)("not implemented");
+        });
+    }
+    // Send the lead or scheduling request
+    send(externalLead) {
+        return __awaiter(this, void 0, void 0, function* () {
+            var _a, _b, _c, _d, _e, _f;
+            const customerQuery = {};
+            const crmResponse = {
+                status: "Failure",
+                message: ""
+            };
+            try {
+                let transcript = "";
+                (_a = externalLead.transcript) === null || _a === void 0 ? void 0 : _a.forEach((x) => (transcript += `${x.from.id != this.props.appId && x.from.id != "bot" ? "user: " : this.props.appId + ": "} ${x.message} \n`));
+                // Parse first/last name
+                const names = (0, util_1.getName)(externalLead);
+                const address = (_b = externalLead.fields.find((x) => x.name == "ADDRESS")) === null || _b === void 0 ? void 0 : _b.value;
+                const phone = (_c = externalLead.fields.find((x) => x.name == "PHONE")) === null || _c === void 0 ? void 0 : _c.value;
+                const email = (_d = externalLead.fields.find((x) => x.name == "EMAIL")) === null || _d === void 0 ? void 0 : _d.value;
+                const message = (_e = externalLead.fields.find((x) => x.name == "MESSAGE")) === null || _e === void 0 ? void 0 : _e.value;
+                let parsedAddress;
+                try {
+                    parsedAddress = yield (0, addresser_1.parseAddress)(address);
+                }
+                catch (err) {
+                    (0, stentor_logger_1.log)().error(`Serviceminder: Invalid address "${address}"`);
+                }
+                const crmRequest = {
+                    Name: names,
+                    Phone: phone,
+                    Email: email,
+                    Notes: [{ Title: "Transcript", Body: transcript }],
+                    Message: message,
+                    LeadSource: lead_source
+                };
+                if (parsedAddress) {
+                    crmRequest.Address1 = parsedAddress.addressLine1;
+                    (crmRequest.City = parsedAddress.placeName),
+                        (crmRequest.State = parsedAddress.stateAbbreviation),
+                        (crmRequest.Zip = parsedAddress.zipCode);
+                }
+                // Check if customer exists
+                if (phone) {
+                    customerQuery.phone = phone;
+                }
+                if (email) {
+                    customerQuery.email = email;
+                }
+                const customerMatches = yield this.getCustomers(customerQuery);
+                // Customer exists, use this account
+                if (customerMatches.status === "Success" && ((_f = customerMatches.data) === null || _f === void 0 ? void 0 : _f.length) > 0) {
+                    crmRequest.Id = customerMatches.data[0].Id;
+                    crmRequest.Message = transcript;
+                    yield this.addNote(crmRequest);
+                }
+                else {
+                    const addCustomerResponse = yield this.addCustomer(crmRequest);
+                    (0, stentor_logger_1.log)().info("Add customer: ", addCustomerResponse);
+                }
+                crmResponse.status = "Success";
+            }
+            catch (err) {
+                (0, stentor_logger_1.log)().error(`Serviceminder error send(): ${err}`);
+                crmResponse.message = err;
+            }
+            return crmResponse;
+        });
+    }
+    getCustomers(query) {
+        return __awaiter(this, void 0, void 0, function* () {
+            const serviceminderResponse = {
+                status: "Failure"
+            };
+            const data = {
+                ApiKey: process.env.SM_API_KEY,
+                EmailSearch: null,
+                PhoneSearch: null,
+                NameSearch: null
+            };
+            if (query.email) {
+                data.EmailSearch = query.email;
+            }
+            else if (query.phone) {
+                data.PhoneSearch = query.phone;
+            }
+            else if (query.name) {
+                data.NameSearch = query.name;
+            }
+            try {
+                const config = {
+                    method: "post",
+                    url: `${base_url}contacts/locate`,
+                    headers: {
+                        Accept: "application/json",
+                        "Content-Type": "application/json"
+                    },
+                    data: JSON.stringify(data)
+                };
+                const response = yield (0, axios_1.default)(config);
+                serviceminderResponse.status = "Success";
+                serviceminderResponse.data = response.data;
+            }
+            catch (err) {
+                (0, stentor_logger_1.log)().error(`ServiceMinder: Error searching customers ${err}`);
+                serviceminderResponse.error = err;
+            }
+            const customerMatches = serviceminderResponse.data;
+            serviceminderResponse.data = customerMatches === null || customerMatches === void 0 ? void 0 : customerMatches.Matches;
+            return serviceminderResponse;
+        });
+    }
+    addCustomer(customer) {
+        return __awaiter(this, void 0, void 0, function* () {
+            const serviceMinderResponse = {
+                status: "Failure"
+            };
+            try {
+                const config = {
+                    method: "post",
+                    url: `${base_url}contacts/addupdate`,
+                    headers: {
+                        Accept: "application/json",
+                        "Content-Type": "application/json"
+                    },
+                    data: JSON.stringify({
+                        ApiKey: process.env.SM_API_KEY,
+                        Matches: [customer]
+                    })
+                };
+                const response = yield (0, axios_1.default)(config);
+                // eslint-disable-next-line no-console
+                console.log(response.data);
+                serviceMinderResponse.status = "Success";
+                const matches = response.data.Matches;
+                serviceMinderResponse.data = matches[0];
+            }
+            catch (err) {
+                (0, stentor_logger_1.log)().error(`ServiceMinder: Error adding customer ${err}`);
+                serviceMinderResponse.error = err;
+            }
+            return serviceMinderResponse;
+        });
+    }
+    addNote(customer) {
+        return __awaiter(this, void 0, void 0, function* () {
+            const serviceMinderResponse = {
+                status: "Failure"
+            };
+            try {
+                const config = {
+                    method: "post",
+                    url: `${base_url}contacts/addnote`,
+                    headers: {
+                        Accept: "application/json",
+                        "Content-Type": "application/json"
+                    },
+                    data: JSON.stringify({
+                        ApiKey: process.env.SM_API_KEY,
+                        ContactId: customer.Id,
+                        Note: { Title: "Transcript", Body: customer.Message }
+                    })
+                };
+                const response = yield (0, axios_1.default)(config);
+                // eslint-disable-next-line no-console
+                console.log(response.data);
+                serviceMinderResponse.status = "Success";
+                const matches = response.data.Matches;
+                serviceMinderResponse.data = matches[0];
+            }
+            catch (err) {
+                (0, stentor_logger_1.log)().error(`ServiceMinder: Error adding note ${err}`);
+                serviceMinderResponse.error = err;
+            }
+            return serviceMinderResponse;
+        });
+    }
+}
+exports.ServiceMinderService = ServiceMinderService;
+//# sourceMappingURL=ServiceMinderService.js.map

package/lib/ServiceMinderService.js.map

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package/lib/index.d.ts

@@ -0,0 +1,2 @@
+/*! Copyright (c) 2024, XAPP AI */
+export * from "./ServiceMinderService";

package/lib/index.js

@@ -0,0 +1,19 @@
+"use strict";
+var __createBinding = (this && this.__createBinding) || (Object.create ? (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    var desc = Object.getOwnPropertyDescriptor(m, k);
+    if (!desc || ("get" in desc ? !m.__esModule : desc.writable || desc.configurable)) {
+      desc = { enumerable: true, get: function() { return m[k]; } };
+    }
+    Object.defineProperty(o, k2, desc);
+}) : (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    o[k2] = m[k];
+}));
+var __exportStar = (this && this.__exportStar) || function(m, exports) {
+    for (var p in m) if (p !== "default" && !Object.prototype.hasOwnProperty.call(exports, p)) __createBinding(exports, m, p);
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+/*! Copyright (c) 2024, XAPP AI */
+__exportStar(require("./ServiceMinderService"), exports);
+//# sourceMappingURL=index.js.map

package/lib/index.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";;;;;;;;;;;;;;;;AAAA,kCAAkC;AAClC,yDAAuC"}

package/lib/models.d.ts

@@ -0,0 +1,196 @@
+/*! Copyright (c) 2024, XAPP AI */
+import { IParsedAddress } from "addresser";
+export interface ServiceMinderExternalLeadExtras {
+    /**
+     * Typically aligned with the session ID to allow the same customer to have multiple conversations and create multiple leads.
+     */
+    externalId?: string;
+    /**
+     * The URL of the website the lead is on when the lead capture is complete
+     */
+    source?: string;
+    /**
+     * ID of the bot.  Pass this in if you aren't using 'bot' or the STUDIO_APP_ID
+     */
+    botId?: string;
+    /**
+     * Was the session abandoned i.e. widget was closed (= no more data)?
+     */
+    isAbandoned?: boolean;
+}
+export interface ServiceMinderLeadTranscript {
+    /**
+     * What the end user asked
+     */
+    question: string;
+    /**
+     * How the bot responded
+     */
+    answer: string;
+}
+export interface ServiceMinderLead extends ServiceMinderExternalLeadExtras {
+    /**
+     * A transcript of the conversation that lead to the lead
+     */
+    transcript: ServiceMinderLeadTranscript[];
+    /**
+     * The fields and their value for the lead.
+     */
+    fields: {
+        name: string;
+        value: string;
+    }[];
+}
+/**
+ * Address
+ */
+export interface ServiceMinderAddress {
+    id?: string;
+    street: string;
+    street_line_2?: string;
+    city: string;
+    state: string;
+    zip: string;
+    country: string;
+}
+/**
+ * Description of an appointment
+ */
+export interface HCPAppointment {
+    id?: number;
+    start_time: string;
+    end_time: string;
+    arrival_window_minutes?: number;
+    dispatched_employees_is?: string[];
+}
+/**
+ * Description of an schedule request
+ */
+export interface HCPSchedule {
+    scheduled_start: string;
+    scheduled_end: string;
+    arrival_window?: number;
+}
+/**
+ * Description of a customer
+ *
+ * @export
+ * @interface ServiceMinderCustomer
+ */
+export interface ServiceMinderCustomer {
+    Id?: string;
+    Name: string;
+    Company?: string;
+    Address1?: string;
+    Address2?: string;
+    City?: string;
+    State?: string;
+    Zip?: string;
+    Phone?: string;
+    Email?: string;
+    LeadSource?: string;
+    Channel?: string;
+    Campaign?: string;
+    Notes?: Note[];
+    Message: string;
+}
+export interface Note {
+    Id?: number;
+    Title?: string;
+    Body?: string;
+}
+/**
+ * Description of a job
+ *
+ * @export
+ * @interface ServiceMinderJob
+ */
+export interface ServiceMinderJob {
+    customer_id: string;
+    address_id: string;
+    schedule?: HCPSchedule;
+    tags?: string[];
+    lead_source?: string;
+    notes: string;
+}
+export interface ServiceMinderPagination<Data = unknown> {
+    page: number;
+    page_size: number;
+    total_pages: number;
+    total_items: number;
+    data: Data[];
+}
+export interface ServiceMinderResponse<Data = any> {
+    status: "Success" | "Failure";
+    error?: string;
+    data?: Data;
+}
+export interface AddressQuery {
+    street?: string;
+    city?: string;
+    state?: string;
+    zip?: string;
+    country?: string;
+}
+export interface ServiceMinderRequest {
+    first_name: string;
+    last_name: string;
+    email?: string;
+    home_number?: string;
+    address?: AddressQuery;
+    requestTime?: string;
+    partOfDayPreferred?: string;
+    notes?: string;
+    sessionId?: string;
+    newCustomer?: boolean;
+    message?: string;
+    contacts?: Contact[];
+}
+export interface Contact {
+    type: "Phone" | "Email";
+    value: string;
+    memo: string;
+}
+export interface BookingRequest extends ServiceMinderRequest {
+    existingBookingId?: string;
+}
+export interface LocationRequest extends ServiceMinderRequest {
+    customerId: number;
+}
+export interface CustomerQuery extends AddressQuery {
+    ids?: string[];
+    name?: string;
+    phone?: string;
+    email?: string;
+}
+export interface LocationQuery extends AddressQuery {
+    ids?: string[];
+    name?: string;
+    customerId?: string;
+}
+export interface JobsQuery {
+    createdOnOrAfter: string;
+    appointmentStatus?: "Scheduled" | "Dispatched" | "Working" | "Hold" | "Done" | "Canceled" | "Unused";
+    jobStatus?: "Scheduled" | "InProgress" | "Hold" | "Completed" | "Canceled";
+    customerId?: number;
+    businessUnitId?: number;
+    locationId?: number;
+    campaignId?: number;
+}
+export interface ProcessJobRequest {
+    dateTime?: string;
+    consentApproval?: boolean;
+    message?: string;
+    crmRequest?: ServiceMinderCustomer;
+    parsedAddress?: IParsedAddress;
+    preferredTime?: string;
+}
+export interface ServiceMinderBookingWindow {
+    start_time: string;
+    end_time: string;
+    available: boolean;
+}
+export interface ServiceMinderJobType {
+    id: string;
+    name: string;
+}

package/lib/models.js

@@ -0,0 +1,3 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+//# sourceMappingURL=models.js.map

package/lib/models.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"models.js","sourceRoot":"","sources":["../src/models.ts"],"names":[],"mappings":""}

package/lib/util.d.ts

@@ -0,0 +1,12 @@
+/*! Copyright (c) 2024, XAPP AI */
+import { DateTime, ExternalLead } from "stentor-models";
+export declare function getName(lead: ExternalLead): string;
+export declare function leadToNote(lead: ExternalLead): string;
+export declare function getUTCOffset(dateString: string): number;
+/**
+ * Array of DateTime objects for the next n days from today
+ *
+ * @param n
+ * @returns
+ */
+export declare function getNextDays(n: number): DateTime[];

package/lib/util.js

@@ -0,0 +1,97 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getName = getName;
+exports.leadToNote = leadToNote;
+exports.getUTCOffset = getUTCOffset;
+exports.getNextDays = getNextDays;
+//import { JobberContact } from "./ServiceMinder";
+const stentor_logger_1 = require("stentor-logger");
+function getName(lead) {
+    // Try to find a field with the name "FULL_NAME" in the lead.fields array
+    const fullNameField = lead.fields.find((field) => field.name === "FULL_NAME");
+    // If a "FULL_NAME" field is found, return its value
+    if (fullNameField)
+        return fullNameField.value;
+    // If no "FULL_NAME" field is found, try to find "FIRST_NAME" and "LAST_NAME" fields
+    const firstNameField = lead.fields.find((field) => field.name === "FIRST_NAME");
+    const lastNameField = lead.fields.find((field) => field.name === "LAST_NAME");
+    // If both "FIRST_NAME" and "LAST_NAME" fields are found, concatenate their values with a space in between
+    if (firstNameField && lastNameField)
+        return `${firstNameField.value} ${lastNameField.value}`;
+    // If either "FIRST_NAME" or "LAST_NAME" is missing, return an empty string or handle accordingly
+    return "";
+}
+function leadToNote(lead) {
+    // Initialize an empty string to hold the transcript
+    let transcript = "";
+    const appId = process.env.STUDIO_APP_ID;
+    // see if we have the name
+    const name = getName(lead);
+    // Loop over each item in the lead.transcript array
+    (lead.transcript || []).forEach((x) => {
+        var _a, _b, _c;
+        // Check the id of the 'from' field in the current item
+        // If the id is neither the STUDIO_APP_ID nor "bot", prefix the message with "user: "
+        // Otherwise, prefix the message with the value of STUDIO_APP_ID and ": "
+        let prefix = "";
+        if (((_a = x.from) === null || _a === void 0 ? void 0 : _a.id) !== appId && ((_b = x.from) === null || _b === void 0 ? void 0 : _b.id) != "bot") {
+            prefix = `${name || "user"}: `;
+        }
+        else if (((_c = x.from) === null || _c === void 0 ? void 0 : _c.id) === "bot") {
+            prefix = (appId || "bot") + ": ";
+        }
+        else {
+            prefix = `unknown:  `;
+        }
+        // Append the prefixed message to the transcript string, followed by a newline character
+        transcript += `${prefix} ${x.message} \n`;
+    });
+    // Return the constructed transcript string
+    return transcript;
+}
+// export function addMessageToTranscript(contact: JobberContact, transcriptData: ExternalLead) {
+//     if (contact.message) {
+//         transcriptData.transcript.push({
+//             from: {
+//                 id: "User"
+//             },
+//             message: contact.message,
+//             createdTime: ""
+//         });
+//     }
+// }
+function getUTCOffset(dateString) {
+    const date = new Date(dateString);
+    const utcOffsetMinutes = date.getTimezoneOffset();
+    const utcOffsetHours = utcOffsetMinutes / 60;
+    return -utcOffsetHours; // Return negative because getTimezoneOffset returns positive for timezones ahead of UTC
+}
+function moveBackByMinutes(d, minutes) {
+    if (minutes !== 0) {
+        d.setMinutes(d.getMinutes() - minutes);
+    }
+    (0, stentor_logger_1.log)().info(`Jobber: Moved back ${minutes} minutes: ${d}`);
+    return d;
+}
+/**
+ * Array of DateTime objects for the next n days from today
+ *
+ * @param n
+ * @returns
+ */
+function getNextDays(n) {
+    const dates = [];
+    let today = new Date();
+    const serverOffset = today.getTimezoneOffset();
+    today = moveBackByMinutes(today, 240 - serverOffset); // TODO: visitor (browser) or service location address
+    for (let i = 1; i <= n; i++) {
+        const nextDay = new Date(today);
+        nextDay.setDate(today.getDate() + i);
+        const year = nextDay.getFullYear();
+        const month = (nextDay.getMonth() + 1).toString().padStart(2, "0");
+        const day = nextDay.getDate().toString().padStart(2, "0");
+        dates.push({ date: `${year}-${month}-${day}` });
+    }
+    return dates;
+}
+//# sourceMappingURL=util.js.map

package/lib/util.js.map

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package/package.json

@@ -0,0 +1,45 @@
+{
+  "name": "@xapp/stentor-service-serviceminder",
+  "license": "Apache-2.0",
+  "publishConfig": {
+    "access": "public"
+  },
+  "version": "1.61.0",
+  "description": "Service to integrate with Serviceminder",
+  "types": "lib/index",
+  "main": "lib/index",
+  "files": [
+    "lib"
+  ],
+  "engines": {
+    "node": "^10 || ^12 || ^14 || ^16 || ^18 || ^20"
+  },
+  "devDependencies": {
+    "@types/chai": "4.3.16",
+    "@xapp/config": "0.2.3",
+    "chai": "4.4.1",
+    "dotenv": "16.4.5",
+    "mocha": "10.5.2",
+    "stentor-logger": "1.59.80",
+    "stentor-models": "1.59.80",
+    "stentor-service-fetch": "1.59.80",
+    "ts-node": "10.9.2",
+    "typescript": "5.5.3"
+  },
+  "peerDependencies": {
+    "stentor-logger": "1.x",
+    "stentor-models": "1.x",
+    "stentor-service-fetch": "1.x"
+  },
+  "scripts": {
+    "build": "tsc -d true -p .",
+    "clean": "rm -rf ./lib/*",
+    "test": "exit 0",
+    "local": "mocha --recursive --timeout 9000 -r ts-node/register \"./src/**/*.test.ts\""
+  },
+  "gitHead": "5baf0a740f2a487a155396d0c9544d0f40b089d8",
+  "dependencies": {
+    "addresser": "1.1.20",
+    "openai": "4.52.2"
+  }
+}