n8n-nodes-servicem8-jobcreation 1.0.0

package/dist/nodes/ServiceM8JobCreation/helpers/clientMatcher.js

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+"use strict";
+/**
+ * Client Matching Logic
+ * Implements fuzzy name + address matching for client deduplication
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.determineAction = exports.findBestMatchingClient = exports.buildBothNameFormats = exports.buildClientName = exports.matchClientName = void 0;
+const addressUtils_1 = require("./addressUtils");
+/**
+ * Compare two names and return match quality
+ * - 'exact': normalized strings are equal
+ * - 'partial': one contains the other, or starts with the other
+ * - 'none': no match
+ */
+function matchClientName(searchName, clientName) {
+    const s = (0, addressUtils_1.normalizeForMatching)(searchName);
+    const c = (0, addressUtils_1.normalizeForMatching)(clientName);
+    if (!s || !c)
+        return 'none';
+    // Exact match
+    if (s === c)
+        return 'exact';
+    // Partial match: one contains the other
+    if (c.includes(s) || s.includes(c))
+        return 'partial';
+    // Partial match: one starts with the other
+    if (c.startsWith(s) || s.startsWith(c))
+        return 'partial';
+    return 'none';
+}
+exports.matchClientName = matchClientName;
+/**
+ * Build a client name from first/last names or business name
+ * For individuals: format depends on nameFormat parameter
+ *   - 'firstLast': "John Smith"
+ *   - 'lastFirst': "Smith, John" (ServiceM8 default)
+ * For businesses: businessName
+ */
+function buildClientName(firstName, lastName, businessName, email, nameFormat = 'firstLast') {
+    const trimmedBusiness = (businessName || '').trim();
+    const trimmedFirst = (firstName || '').trim();
+    const trimmedLast = (lastName || '').trim();
+    const trimmedEmail = (email || '').trim().toLowerCase();
+    if (trimmedBusiness) {
+        return { name: trimmedBusiness, isBusiness: true };
+    }
+    // Individual: format based on nameFormat setting
+    if (trimmedLast && trimmedFirst) {
+        const name = nameFormat === 'lastFirst'
+            ? `${trimmedLast}, ${trimmedFirst}`
+            : `${trimmedFirst} ${trimmedLast}`;
+        return { name, isBusiness: false };
+    }
+    // Only first name provided
+    if (trimmedFirst) {
+        return { name: trimmedFirst, isBusiness: false };
+    }
+    // Only last name provided
+    if (trimmedLast) {
+        return { name: trimmedLast, isBusiness: false };
+    }
+    // Fallback to email
+    const name = trimmedEmail || 'Unknown';
+    return { name, isBusiness: false };
+}
+exports.buildClientName = buildClientName;
+/**
+ * Build both possible name formats for matching purposes
+ * Returns both "First Last" and "Last, First" versions
+ */
+function buildBothNameFormats(firstName, lastName) {
+    const trimmedFirst = (firstName || '').trim();
+    const trimmedLast = (lastName || '').trim();
+    if (trimmedFirst && trimmedLast) {
+        return {
+            firstLast: `${trimmedFirst} ${trimmedLast}`,
+            lastFirst: `${trimmedLast}, ${trimmedFirst}`,
+        };
+    }
+    // Only one name available
+    const single = trimmedFirst || trimmedLast || '';
+    return {
+        firstLast: single,
+        lastFirst: single,
+    };
+}
+exports.buildBothNameFormats = buildBothNameFormats;
+/**
+ * Find the best matching client from a list
+ * Implements the decision matrix:
+ *
+ * For BUSINESSES:
+ * - Exact name → use existing
+ * - Partial name + exact/near address → use existing (same business, name variant)
+ * - Partial name + no address match → create new
+ *
+ * For INDIVIDUALS:
+ * - Exact name + exact address → use existing
+ * - Exact name + different address → create new (different person, same name)
+ * - Partial name + exact/near address → use existing
+ */
+function findBestMatchingClient(searchName, searchAddress, clients, isBusiness) {
+    let matchedClient = null;
+    let matchType = { name: 'none', address: 'none' };
+    let matchReason = '';
+    for (const client of clients) {
+        const nameMatch = matchClientName(searchName, client.name);
+        const addressMatch = (0, addressUtils_1.matchAddresses)(searchAddress, client);
+        if (nameMatch === 'exact') {
+            // EXACT name match
+            if (isBusiness) {
+                // Business: exact name always matches
+                matchedClient = client;
+                matchType = { name: 'exact', address: addressMatch };
+                matchReason = `Exact name match: "${client.name}"`;
+                break; // No need to check further
+            }
+            else {
+                // Individual: exact name + exact address = match
+                if (addressMatch === 'exact') {
+                    matchedClient = client;
+                    matchType = { name: 'exact', address: 'exact' };
+                    matchReason = `Exact name match: "${client.name}" with exact address`;
+                    break;
+                }
+                else {
+                    // Same name but different address = different person
+                    // Don't match, continue looking for a better match
+                    // But record this as a potential issue
+                    if (!matchedClient) {
+                        matchReason = `Exact name match "${client.name}" but different address - different person`;
+                    }
+                }
+            }
+        }
+        else if (nameMatch === 'partial') {
+            // PARTIAL name match - need address to confirm
+            if (addressMatch === 'exact' || addressMatch === 'near') {
+                // Partial name + similar address = same client
+                if (!matchedClient || matchType.name !== 'exact') {
+                    matchedClient = client;
+                    matchType = { name: 'partial', address: addressMatch };
+                    matchReason = `Partial name "${client.name}" + ${addressMatch} address match`;
+                }
+            }
+            // Partial name + different address = different client (don't match)
+        }
+    }
+    if (!matchedClient) {
+        matchReason = matchReason || 'No matching client found';
+    }
+    return {
+        client: matchedClient,
+        matchType,
+        reason: matchReason,
+    };
+}
+exports.findBestMatchingClient = findBestMatchingClient;
+function determineAction(input) {
+    const { contactExists, existingContactClientUuid, matchedClient, matchType, matchReason, isBusiness, kind, } = input;
+    let clientUuid = null;
+    let needsClient = true;
+    let needsContact = true;
+    if (matchedClient) {
+        // We found a matching client
+        clientUuid = matchedClient.uuid;
+        if (isBusiness) {
+            // BUSINESS rules: use existing if we have a match
+            needsClient = false;
+        }
+        else {
+            // INDIVIDUAL rules
+            if (matchType.name === 'exact' && matchType.address === 'exact') {
+                needsClient = false;
+            }
+            else if (matchType.name === 'exact') {
+                // Same name but different address = different person
+                needsClient = true;
+                clientUuid = null;
+            }
+            else {
+                // Partial match
+                needsClient = false;
+            }
+        }
+    }
+    // Determine if we need to create a contact
+    if (contactExists && existingContactClientUuid === clientUuid && clientUuid !== null) {
+        // Contact already exists on our target client
+        needsContact = false;
+    }
+    // Build the action and reason
+    let action;
+    let reason;
+    if (needsClient) {
+        action = 'create_client_and_contact';
+        reason = `${kind}: ${matchReason}; creating new client and contact`;
+    }
+    else if (needsContact) {
+        action = 'create_contact_and_job';
+        reason = `${kind}: ${matchReason}; creating contact on existing client`;
+    }
+    else {
+        action = 'create_job_only';
+        reason = `${kind}: ${matchReason}; contact already exists on this client`;
+    }
+    return {
+        action,
+        reason,
+        needsClient,
+        needsContact,
+        clientUuid,
+    };
+}
+exports.determineAction = determineAction;
+//# sourceMappingURL=clientMatcher.js.map

package/dist/nodes/ServiceM8JobCreation/helpers/clientMatcher.js.map

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package/dist/nodes/ServiceM8JobCreation/helpers/phoneUtils.d.ts

@@ -0,0 +1,35 @@
+/**
+ * Australian Phone Number Normalization Utilities
+ */
+/**
+ * Normalize an Australian mobile phone number to 04xx format
+ * Handles formats: 04xx, +614xx, 614xx, 4xx
+ * Returns null if not a valid mobile format
+ */
+export declare function normalizeAustralianMobile(phone: string | undefined | null): string | null;
+/**
+ * Normalize an Australian landline phone number
+ * Handles formats: 0x xxxx xxxx, +61x xxxx xxxx, 8 digit local
+ * Returns null if not a valid landline format
+ */
+export declare function normalizeAustralianLandline(phone: string | undefined | null): string | null;
+/**
+ * Smart phone derivation - determines mobile and landline from two input fields
+ * Prioritizes the correct field but will detect if values are swapped
+ */
+export declare function derivePhones(inputPhone: string | undefined | null, inputMobile: string | undefined | null): {
+    mobile: string | null;
+    phone: string | null;
+};
+/**
+ * Format a phone number for display (with spaces)
+ */
+export declare function formatPhoneForDisplay(phone: string | null): string;
+/**
+ * Check if a string looks like an Australian mobile number
+ */
+export declare function looksLikeMobile(phone: string | undefined | null): boolean;
+/**
+ * Check if a string looks like an Australian landline number
+ */
+export declare function looksLikeLandline(phone: string | undefined | null): boolean;

package/dist/nodes/ServiceM8JobCreation/helpers/phoneUtils.js

@@ -0,0 +1,122 @@
+"use strict";
+/**
+ * Australian Phone Number Normalization Utilities
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.looksLikeLandline = exports.looksLikeMobile = exports.formatPhoneForDisplay = exports.derivePhones = exports.normalizeAustralianLandline = exports.normalizeAustralianMobile = void 0;
+/**
+ * Remove all non-digit characters from a string
+ */
+function onlyDigits(str) {
+    return (str || '').replace(/\D+/g, '');
+}
+/**
+ * Normalize an Australian mobile phone number to 04xx format
+ * Handles formats: 04xx, +614xx, 614xx, 4xx
+ * Returns null if not a valid mobile format
+ */
+function normalizeAustralianMobile(phone) {
+    if (!phone)
+        return null;
+    const digits = onlyDigits(phone);
+    // Already in 04xx format (10 digits starting with 04)
+    if (/^04\d{8}$/.test(digits)) {
+        return digits;
+    }
+    // International format: +614xx or 614xx (11-12 digits)
+    if (/^(?:61)?4\d{8}$/.test(digits)) {
+        return '0' + digits.slice(-9);
+    }
+    // Just the 9 digits without leading 0 (4xx xxx xxx)
+    if (/^4\d{8}$/.test(digits)) {
+        return '0' + digits;
+    }
+    return null;
+}
+exports.normalizeAustralianMobile = normalizeAustralianMobile;
+/**
+ * Normalize an Australian landline phone number
+ * Handles formats: 0x xxxx xxxx, +61x xxxx xxxx, 8 digit local
+ * Returns null if not a valid landline format
+ */
+function normalizeAustralianLandline(phone) {
+    if (!phone)
+        return null;
+    const digits = onlyDigits(phone);
+    // Full Australian landline: 0[2378] followed by 8 digits
+    if (/^0[2378]\d{8}$/.test(digits)) {
+        return digits;
+    }
+    // International format: 61[2378] followed by 8 digits
+    if (/^61[2378]\d{8}$/.test(digits)) {
+        return '0' + digits.slice(2);
+    }
+    // Local 8-digit number (no area code)
+    if (/^\d{8}$/.test(digits)) {
+        return digits;
+    }
+    return null;
+}
+exports.normalizeAustralianLandline = normalizeAustralianLandline;
+/**
+ * Smart phone derivation - determines mobile and landline from two input fields
+ * Prioritizes the correct field but will detect if values are swapped
+ */
+function derivePhones(inputPhone, inputMobile) {
+    // First try to normalize each from its expected field
+    let mobile = normalizeAustralianMobile(inputMobile);
+    let phone = normalizeAustralianLandline(inputPhone);
+    // If mobile field is empty but phone field contains a mobile number
+    if (!mobile) {
+        mobile = normalizeAustralianMobile(inputPhone);
+    }
+    // If phone field is empty but mobile field contains a landline
+    // Only do this if we didn't already get a mobile from it
+    if (!phone && !mobile) {
+        phone = normalizeAustralianLandline(inputMobile);
+    }
+    return { mobile, phone };
+}
+exports.derivePhones = derivePhones;
+/**
+ * Format a phone number for display (with spaces)
+ */
+function formatPhoneForDisplay(phone) {
+    if (!phone)
+        return '';
+    // Mobile: 04xx xxx xxx
+    if (/^04\d{8}$/.test(phone)) {
+        return `${phone.slice(0, 4)} ${phone.slice(4, 7)} ${phone.slice(7)}`;
+    }
+    // Landline: 0x xxxx xxxx
+    if (/^0[2378]\d{8}$/.test(phone)) {
+        return `${phone.slice(0, 2)} ${phone.slice(2, 6)} ${phone.slice(6)}`;
+    }
+    // 8-digit local: xxxx xxxx
+    if (/^\d{8}$/.test(phone)) {
+        return `${phone.slice(0, 4)} ${phone.slice(4)}`;
+    }
+    return phone;
+}
+exports.formatPhoneForDisplay = formatPhoneForDisplay;
+/**
+ * Check if a string looks like an Australian mobile number
+ */
+function looksLikeMobile(phone) {
+    if (!phone)
+        return false;
+    const digits = onlyDigits(phone);
+    return /^(?:0?4|61\s*4|\+61\s*4)/.test(phone) || /^(?:04|614|4)\d{8}$/.test(digits);
+}
+exports.looksLikeMobile = looksLikeMobile;
+/**
+ * Check if a string looks like an Australian landline number
+ */
+function looksLikeLandline(phone) {
+    if (!phone)
+        return false;
+    const digits = onlyDigits(phone);
+    return /^(?:0[2378]|61[2378])\d{8}$/.test(digits) || /^\d{8}$/.test(digits);
+}
+exports.looksLikeLandline = looksLikeLandline;
+//# sourceMappingURL=phoneUtils.js.map

package/dist/nodes/ServiceM8JobCreation/helpers/phoneUtils.js.map

@@ -0,0 +1 @@
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package/dist/nodes/ServiceM8JobCreation/methods/index.d.ts

@@ -0,0 +1,13 @@
+/**
+ * Methods Index
+ * Exports all node methods (loadOptions, etc.)
+ */
+import { getCategories, getBadges, getQueues, getJobs } from './loadOptions';
+export declare const methods: {
+    loadOptions: {
+        getCategories: typeof getCategories;
+        getBadges: typeof getBadges;
+        getQueues: typeof getQueues;
+        getJobs: typeof getJobs;
+    };
+};

package/dist/nodes/ServiceM8JobCreation/methods/index.js

@@ -0,0 +1,17 @@
+"use strict";
+/**
+ * Methods Index
+ * Exports all node methods (loadOptions, etc.)
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.methods = void 0;
+const loadOptions_1 = require("./loadOptions");
+exports.methods = {
+    loadOptions: {
+        getCategories: loadOptions_1.getCategories,
+        getBadges: loadOptions_1.getBadges,
+        getQueues: loadOptions_1.getQueues,
+        getJobs: loadOptions_1.getJobs,
+    },
+};
+//# sourceMappingURL=index.js.map

package/dist/nodes/ServiceM8JobCreation/methods/index.js.map

@@ -0,0 +1 @@
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package/dist/nodes/ServiceM8JobCreation/methods/loadOptions.d.ts

@@ -0,0 +1,9 @@
+/**
+ * Load Options Methods
+ * Dynamic dropdown data fetching for the node
+ */
+import type { ILoadOptionsFunctions, INodePropertyOptions } from 'n8n-workflow';
+export declare function getCategories(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
+export declare function getBadges(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
+export declare function getQueues(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
+export declare function getJobs(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;

package/dist/nodes/ServiceM8JobCreation/methods/loadOptions.js

@@ -0,0 +1,61 @@
+"use strict";
+/**
+ * Load Options Methods
+ * Dynamic dropdown data fetching for the node
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getJobs = exports.getQueues = exports.getBadges = exports.getCategories = void 0;
+const api_1 = require("../helpers/api");
+async function getCategories() {
+    const response = await (0, api_1.serviceM8Request)(this, {
+        method: 'GET',
+        endpoint: '/api_1.0/category.json',
+        query: { $filter: 'active eq 1' },
+    });
+    const categories = (0, api_1.parseArrayResponse)(response);
+    return categories.map((cat) => ({
+        name: cat.name,
+        value: cat.uuid,
+    }));
+}
+exports.getCategories = getCategories;
+async function getBadges() {
+    const response = await (0, api_1.serviceM8Request)(this, {
+        method: 'GET',
+        endpoint: '/api_1.0/badge.json',
+        query: { $filter: 'active eq 1' },
+    });
+    const badges = (0, api_1.parseArrayResponse)(response);
+    return badges.map((badge) => ({
+        name: badge.name,
+        value: badge.uuid,
+    }));
+}
+exports.getBadges = getBadges;
+async function getQueues() {
+    const response = await (0, api_1.serviceM8Request)(this, {
+        method: 'GET',
+        endpoint: '/api_1.0/queue.json',
+        query: { $filter: 'active eq 1' },
+    });
+    const queues = (0, api_1.parseArrayResponse)(response);
+    return queues.map((queue) => ({
+        name: queue.name,
+        value: queue.uuid,
+    }));
+}
+exports.getQueues = getQueues;
+async function getJobs() {
+    const response = await (0, api_1.serviceM8Request)(this, {
+        method: 'GET',
+        endpoint: '/api_1.0/job.json',
+        query: { $filter: 'active eq 1', $orderby: 'edit_date desc' },
+    });
+    const jobs = (0, api_1.parseArrayResponse)(response);
+    return jobs.map((job) => ({
+        name: `${job.generated_job_id} - ${job.status}${job.job_description ? ` - ${job.job_description.substring(0, 50)}` : ''}`,
+        value: job.uuid,
+    }));
+}
+exports.getJobs = getJobs;
+//# sourceMappingURL=loadOptions.js.map

package/dist/nodes/ServiceM8JobCreation/methods/loadOptions.js.map

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package/dist/nodes/ServiceM8JobCreation/operations/create/categoryAssign.d.ts

@@ -0,0 +1,22 @@
+/**
+ * Category Assignment Operations
+ * Assign category to job (static or dynamic)
+ */
+import type { IExecuteFunctions } from 'n8n-workflow';
+export interface CategoryAssignInput {
+    jobUuid: string;
+    enableCategory: boolean;
+    categoryDynamic: boolean;
+    categoryUuidInput: string;
+    categoryNameInput: string;
+}
+export interface CategoryAssignResult {
+    categoryAssigned: boolean;
+    categoryName?: string;
+    categoryMissing?: string;
+}
+/**
+ * Assign a category to a job
+ * Handles both static (UUID from dropdown) and dynamic (name lookup) modes
+ */
+export declare function assignCategory(context: IExecuteFunctions, input: CategoryAssignInput): Promise<CategoryAssignResult>;

package/dist/nodes/ServiceM8JobCreation/operations/create/categoryAssign.js

@@ -0,0 +1,61 @@
+"use strict";
+/**
+ * Category Assignment Operations
+ * Assign category to job (static or dynamic)
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.assignCategory = void 0;
+const api_1 = require("../../helpers/api");
+/**
+ * Assign a category to a job
+ * Handles both static (UUID from dropdown) and dynamic (name lookup) modes
+ */
+async function assignCategory(context, input) {
+    var _a;
+    if (!input.enableCategory) {
+        return { categoryAssigned: false };
+    }
+    let categoryUuid = input.categoryUuidInput;
+    let categoryName;
+    let categoryMissing;
+    // Handle dynamic category name lookup
+    if (input.categoryDynamic && input.categoryNameInput) {
+        const categoriesResponse = await (0, api_1.serviceM8Request)(context, {
+            method: 'GET',
+            endpoint: '/api_1.0/category.json',
+            query: { $filter: 'active eq 1' },
+        });
+        const allCategories = (0, api_1.parseArrayResponse)(categoriesResponse);
+        const foundCategory = (0, api_1.findCategoryByName)(allCategories, input.categoryNameInput);
+        if (foundCategory) {
+            categoryUuid = foundCategory.uuid;
+            categoryName = foundCategory.name;
+        }
+        else {
+            categoryMissing = input.categoryNameInput;
+        }
+    }
+    if (categoryUuid) {
+        await (0, api_1.updateJob)(context, input.jobUuid, { category_uuid: categoryUuid });
+        // Get category name for output if not already set
+        if (!categoryName) {
+            const categoriesResponse = await (0, api_1.serviceM8Request)(context, {
+                method: 'GET',
+                endpoint: '/api_1.0/category.json',
+                query: { $filter: `uuid eq '${categoryUuid}'` },
+            });
+            const categories = (0, api_1.parseArrayResponse)(categoriesResponse);
+            categoryName = (_a = categories[0]) === null || _a === void 0 ? void 0 : _a.name;
+        }
+        return {
+            categoryAssigned: true,
+            categoryName,
+        };
+    }
+    return {
+        categoryAssigned: false,
+        categoryMissing,
+    };
+}
+exports.assignCategory = assignCategory;
+//# sourceMappingURL=categoryAssign.js.map

package/dist/nodes/ServiceM8JobCreation/operations/create/categoryAssign.js.map

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package/dist/nodes/ServiceM8JobCreation/operations/create/clientCreate.d.ts

@@ -0,0 +1,36 @@
+/**
+ * Client Creation Operations
+ * Create client and company contact
+ */
+import type { IExecuteFunctions } from 'n8n-workflow';
+import type { AddressParts } from '../../types';
+export interface ClientCreateInput {
+    clientName: string;
+    isIndividual: number;
+    clientAddress: string;
+    clientAddressParts: AddressParts;
+}
+export interface ContactCreateInput {
+    companyUuid: string;
+    firstName: string;
+    lastName: string;
+    email?: string;
+    phone?: string | null;
+    mobile?: string | null;
+}
+export interface ClientCreateResult {
+    clientUuid: string;
+    clientCreated: boolean;
+}
+export interface ContactCreateResult {
+    contactUuid?: string;
+    contactCreated: boolean;
+}
+/**
+ * Create a new client if needed
+ */
+export declare function createClientIfNeeded(context: IExecuteFunctions, needsClient: boolean, existingClientUuid: string | null, input: ClientCreateInput): Promise<ClientCreateResult>;
+/**
+ * Create a company contact if needed
+ */
+export declare function createCompanyContactIfNeeded(context: IExecuteFunctions, needsContact: boolean, clientUuid: string, contactLookupField: 'email' | 'mobile' | 'phone' | null, input: ContactCreateInput): Promise<ContactCreateResult>;