979 lines
24 KiB
JavaScript
979 lines
24 KiB
JavaScript
|
|
const db = require('../models');
|
|
const FileDBApi = require('./file');
|
|
const crypto = require('crypto');
|
|
const Utils = require('../utils');
|
|
|
|
|
|
|
|
const Sequelize = db.Sequelize;
|
|
const Op = Sequelize.Op;
|
|
|
|
module.exports = class DealsDBApi {
|
|
|
|
|
|
|
|
static async create(data, options) {
|
|
const currentUser = (options && options.currentUser) || { id: null };
|
|
const transaction = (options && options.transaction) || undefined;
|
|
|
|
const deals = await db.deals.create(
|
|
{
|
|
id: data.id || undefined,
|
|
|
|
name: data.name
|
|
||
|
|
null
|
|
,
|
|
|
|
description: data.description
|
|
||
|
|
null
|
|
,
|
|
|
|
amount: data.amount
|
|
||
|
|
null
|
|
,
|
|
|
|
expected_revenue: data.expected_revenue
|
|
||
|
|
null
|
|
,
|
|
|
|
probability: data.probability
|
|
||
|
|
null
|
|
,
|
|
|
|
forecast_category: data.forecast_category
|
|
||
|
|
null
|
|
,
|
|
|
|
expected_close_at: data.expected_close_at
|
|
||
|
|
null
|
|
,
|
|
|
|
closed_at: data.closed_at
|
|
||
|
|
null
|
|
,
|
|
|
|
status: data.status
|
|
||
|
|
null
|
|
,
|
|
|
|
lost_reason: data.lost_reason
|
|
||
|
|
null
|
|
,
|
|
|
|
last_activity_at: data.last_activity_at
|
|
||
|
|
null
|
|
,
|
|
|
|
next_activity_at: data.next_activity_at
|
|
||
|
|
null
|
|
,
|
|
|
|
importHash: data.importHash || null,
|
|
createdById: currentUser.id,
|
|
updatedById: currentUser.id,
|
|
},
|
|
{ transaction },
|
|
);
|
|
|
|
|
|
await deals.setOrganization(currentUser.organization.id || null, {
|
|
transaction,
|
|
});
|
|
|
|
await deals.setPipeline( data.pipeline || null, {
|
|
transaction,
|
|
});
|
|
|
|
await deals.setStage( data.stage || null, {
|
|
transaction,
|
|
});
|
|
|
|
await deals.setOwner( data.owner || null, {
|
|
transaction,
|
|
});
|
|
|
|
await deals.setCompany( data.company || null, {
|
|
transaction,
|
|
});
|
|
|
|
await deals.setPrimary_contact( data.primary_contact || null, {
|
|
transaction,
|
|
});
|
|
|
|
await deals.setLead( data.lead || null, {
|
|
transaction,
|
|
});
|
|
|
|
|
|
|
|
|
|
|
|
|
|
return deals;
|
|
}
|
|
|
|
|
|
static async bulkImport(data, options) {
|
|
const currentUser = (options && options.currentUser) || { id: null };
|
|
const transaction = (options && options.transaction) || undefined;
|
|
|
|
// Prepare data - wrapping individual data transformations in a map() method
|
|
const dealsData = data.map((item, index) => ({
|
|
id: item.id || undefined,
|
|
|
|
name: item.name
|
|
||
|
|
null
|
|
,
|
|
|
|
description: item.description
|
|
||
|
|
null
|
|
,
|
|
|
|
amount: item.amount
|
|
||
|
|
null
|
|
,
|
|
|
|
expected_revenue: item.expected_revenue
|
|
||
|
|
null
|
|
,
|
|
|
|
probability: item.probability
|
|
||
|
|
null
|
|
,
|
|
|
|
forecast_category: item.forecast_category
|
|
||
|
|
null
|
|
,
|
|
|
|
expected_close_at: item.expected_close_at
|
|
||
|
|
null
|
|
,
|
|
|
|
closed_at: item.closed_at
|
|
||
|
|
null
|
|
,
|
|
|
|
status: item.status
|
|
||
|
|
null
|
|
,
|
|
|
|
lost_reason: item.lost_reason
|
|
||
|
|
null
|
|
,
|
|
|
|
last_activity_at: item.last_activity_at
|
|
||
|
|
null
|
|
,
|
|
|
|
next_activity_at: item.next_activity_at
|
|
||
|
|
null
|
|
,
|
|
|
|
importHash: item.importHash || null,
|
|
createdById: currentUser.id,
|
|
updatedById: currentUser.id,
|
|
createdAt: new Date(Date.now() + index * 1000),
|
|
}));
|
|
|
|
// Bulk create items
|
|
const deals = await db.deals.bulkCreate(dealsData, { transaction });
|
|
|
|
// For each item created, replace relation files
|
|
|
|
|
|
return deals;
|
|
}
|
|
|
|
static async update(id, data, options) {
|
|
const currentUser = (options && options.currentUser) || {id: null};
|
|
const transaction = (options && options.transaction) || undefined;
|
|
const globalAccess = currentUser.app_role?.globalAccess;
|
|
|
|
const deals = await db.deals.findByPk(id, {}, {transaction});
|
|
|
|
|
|
|
|
|
|
const updatePayload = {};
|
|
|
|
if (data.name !== undefined) updatePayload.name = data.name;
|
|
|
|
|
|
if (data.description !== undefined) updatePayload.description = data.description;
|
|
|
|
|
|
if (data.amount !== undefined) updatePayload.amount = data.amount;
|
|
|
|
|
|
if (data.expected_revenue !== undefined) updatePayload.expected_revenue = data.expected_revenue;
|
|
|
|
|
|
if (data.probability !== undefined) updatePayload.probability = data.probability;
|
|
|
|
|
|
if (data.forecast_category !== undefined) updatePayload.forecast_category = data.forecast_category;
|
|
|
|
|
|
if (data.expected_close_at !== undefined) updatePayload.expected_close_at = data.expected_close_at;
|
|
|
|
|
|
if (data.closed_at !== undefined) updatePayload.closed_at = data.closed_at;
|
|
|
|
|
|
if (data.status !== undefined) updatePayload.status = data.status;
|
|
|
|
|
|
if (data.lost_reason !== undefined) updatePayload.lost_reason = data.lost_reason;
|
|
|
|
|
|
if (data.last_activity_at !== undefined) updatePayload.last_activity_at = data.last_activity_at;
|
|
|
|
|
|
if (data.next_activity_at !== undefined) updatePayload.next_activity_at = data.next_activity_at;
|
|
|
|
|
|
updatePayload.updatedById = currentUser.id;
|
|
|
|
await deals.update(updatePayload, {transaction});
|
|
|
|
|
|
|
|
if (data.organization !== undefined) {
|
|
await deals.setOrganization(
|
|
|
|
(globalAccess ? data.organization : currentUser.organization.id),
|
|
|
|
{ transaction }
|
|
);
|
|
}
|
|
|
|
if (data.pipeline !== undefined) {
|
|
await deals.setPipeline(
|
|
|
|
data.pipeline,
|
|
|
|
{ transaction }
|
|
);
|
|
}
|
|
|
|
if (data.stage !== undefined) {
|
|
await deals.setStage(
|
|
|
|
data.stage,
|
|
|
|
{ transaction }
|
|
);
|
|
}
|
|
|
|
if (data.owner !== undefined) {
|
|
await deals.setOwner(
|
|
|
|
data.owner,
|
|
|
|
{ transaction }
|
|
);
|
|
}
|
|
|
|
if (data.company !== undefined) {
|
|
await deals.setCompany(
|
|
|
|
data.company,
|
|
|
|
{ transaction }
|
|
);
|
|
}
|
|
|
|
if (data.primary_contact !== undefined) {
|
|
await deals.setPrimary_contact(
|
|
|
|
data.primary_contact,
|
|
|
|
{ transaction }
|
|
);
|
|
}
|
|
|
|
if (data.lead !== undefined) {
|
|
await deals.setLead(
|
|
|
|
data.lead,
|
|
|
|
{ transaction }
|
|
);
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
return deals;
|
|
}
|
|
|
|
static async deleteByIds(ids, options) {
|
|
const currentUser = (options && options.currentUser) || { id: null };
|
|
const transaction = (options && options.transaction) || undefined;
|
|
|
|
const deals = await db.deals.findAll({
|
|
where: {
|
|
id: {
|
|
[Op.in]: ids,
|
|
},
|
|
},
|
|
transaction,
|
|
});
|
|
|
|
await db.sequelize.transaction(async (transaction) => {
|
|
for (const record of deals) {
|
|
await record.update(
|
|
{deletedBy: currentUser.id},
|
|
{transaction}
|
|
);
|
|
}
|
|
for (const record of deals) {
|
|
await record.destroy({transaction});
|
|
}
|
|
});
|
|
|
|
|
|
return deals;
|
|
}
|
|
|
|
static async remove(id, options) {
|
|
const currentUser = (options && options.currentUser) || {id: null};
|
|
const transaction = (options && options.transaction) || undefined;
|
|
|
|
const deals = await db.deals.findByPk(id, options);
|
|
|
|
await deals.update({
|
|
deletedBy: currentUser.id
|
|
}, {
|
|
transaction,
|
|
});
|
|
|
|
await deals.destroy({
|
|
transaction
|
|
});
|
|
|
|
return deals;
|
|
}
|
|
|
|
static async findBy(where, options) {
|
|
const transaction = (options && options.transaction) || undefined;
|
|
|
|
const deals = await db.deals.findOne(
|
|
{ where },
|
|
{ transaction },
|
|
);
|
|
|
|
if (!deals) {
|
|
return deals;
|
|
}
|
|
|
|
const output = deals.get({plain: true});
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
output.activities_deal = await deals.getActivities_deal({
|
|
transaction
|
|
});
|
|
|
|
|
|
output.notes_deal = await deals.getNotes_deal({
|
|
transaction
|
|
});
|
|
|
|
|
|
output.deal_products_deal = await deals.getDeal_products_deal({
|
|
transaction
|
|
});
|
|
|
|
|
|
|
|
|
|
|
|
output.organization = await deals.getOrganization({
|
|
transaction
|
|
});
|
|
|
|
|
|
output.pipeline = await deals.getPipeline({
|
|
transaction
|
|
});
|
|
|
|
|
|
output.stage = await deals.getStage({
|
|
transaction
|
|
});
|
|
|
|
|
|
output.owner = await deals.getOwner({
|
|
transaction
|
|
});
|
|
|
|
|
|
output.company = await deals.getCompany({
|
|
transaction
|
|
});
|
|
|
|
|
|
output.primary_contact = await deals.getPrimary_contact({
|
|
transaction
|
|
});
|
|
|
|
|
|
output.lead = await deals.getLead({
|
|
transaction
|
|
});
|
|
|
|
|
|
|
|
return output;
|
|
}
|
|
|
|
static async findAll(
|
|
filter,
|
|
globalAccess, options
|
|
) {
|
|
const limit = filter.limit || 0;
|
|
let offset = 0;
|
|
let where = {};
|
|
const currentPage = +filter.page;
|
|
|
|
|
|
const user = (options && options.currentUser) || null;
|
|
const userOrganizations = (user && user.organizations?.id) || null;
|
|
|
|
|
|
|
|
if (userOrganizations) {
|
|
if (options?.currentUser?.organizationsId) {
|
|
where.organizationsId = options.currentUser.organizationsId;
|
|
}
|
|
}
|
|
|
|
|
|
offset = currentPage * limit;
|
|
|
|
const orderBy = null;
|
|
|
|
const transaction = (options && options.transaction) || undefined;
|
|
|
|
let include = [
|
|
|
|
{
|
|
model: db.organizations,
|
|
as: 'organization',
|
|
|
|
},
|
|
|
|
{
|
|
model: db.pipelines,
|
|
as: 'pipeline',
|
|
|
|
where: filter.pipeline ? {
|
|
[Op.or]: [
|
|
{ id: { [Op.in]: filter.pipeline.split('|').map(term => Utils.uuid(term)) } },
|
|
{
|
|
name: {
|
|
[Op.or]: filter.pipeline.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
|
|
}
|
|
},
|
|
]
|
|
} : {},
|
|
|
|
},
|
|
|
|
{
|
|
model: db.deal_stages,
|
|
as: 'stage',
|
|
|
|
where: filter.stage ? {
|
|
[Op.or]: [
|
|
{ id: { [Op.in]: filter.stage.split('|').map(term => Utils.uuid(term)) } },
|
|
{
|
|
name: {
|
|
[Op.or]: filter.stage.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
|
|
}
|
|
},
|
|
]
|
|
} : {},
|
|
|
|
},
|
|
|
|
{
|
|
model: db.users,
|
|
as: 'owner',
|
|
|
|
where: filter.owner ? {
|
|
[Op.or]: [
|
|
{ id: { [Op.in]: filter.owner.split('|').map(term => Utils.uuid(term)) } },
|
|
{
|
|
firstName: {
|
|
[Op.or]: filter.owner.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
|
|
}
|
|
},
|
|
]
|
|
} : {},
|
|
|
|
},
|
|
|
|
{
|
|
model: db.companies,
|
|
as: 'company',
|
|
|
|
where: filter.company ? {
|
|
[Op.or]: [
|
|
{ id: { [Op.in]: filter.company.split('|').map(term => Utils.uuid(term)) } },
|
|
{
|
|
name: {
|
|
[Op.or]: filter.company.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
|
|
}
|
|
},
|
|
]
|
|
} : {},
|
|
|
|
},
|
|
|
|
{
|
|
model: db.contacts,
|
|
as: 'primary_contact',
|
|
|
|
where: filter.primary_contact ? {
|
|
[Op.or]: [
|
|
{ id: { [Op.in]: filter.primary_contact.split('|').map(term => Utils.uuid(term)) } },
|
|
{
|
|
email: {
|
|
[Op.or]: filter.primary_contact.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
|
|
}
|
|
},
|
|
]
|
|
} : {},
|
|
|
|
},
|
|
|
|
{
|
|
model: db.leads,
|
|
as: 'lead',
|
|
|
|
where: filter.lead ? {
|
|
[Op.or]: [
|
|
{ id: { [Op.in]: filter.lead.split('|').map(term => Utils.uuid(term)) } },
|
|
{
|
|
title: {
|
|
[Op.or]: filter.lead.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
|
|
}
|
|
},
|
|
]
|
|
} : {},
|
|
|
|
},
|
|
|
|
|
|
|
|
];
|
|
|
|
if (filter) {
|
|
if (filter.id) {
|
|
where = {
|
|
...where,
|
|
['id']: Utils.uuid(filter.id),
|
|
};
|
|
}
|
|
|
|
|
|
if (filter.name) {
|
|
where = {
|
|
...where,
|
|
[Op.and]: Utils.ilike(
|
|
'deals',
|
|
'name',
|
|
filter.name,
|
|
),
|
|
};
|
|
}
|
|
|
|
if (filter.description) {
|
|
where = {
|
|
...where,
|
|
[Op.and]: Utils.ilike(
|
|
'deals',
|
|
'description',
|
|
filter.description,
|
|
),
|
|
};
|
|
}
|
|
|
|
if (filter.lost_reason) {
|
|
where = {
|
|
...where,
|
|
[Op.and]: Utils.ilike(
|
|
'deals',
|
|
'lost_reason',
|
|
filter.lost_reason,
|
|
),
|
|
};
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
|
|
if (filter.amountRange) {
|
|
const [start, end] = filter.amountRange;
|
|
|
|
if (start !== undefined && start !== null && start !== '') {
|
|
where = {
|
|
...where,
|
|
amount: {
|
|
...where.amount,
|
|
[Op.gte]: start,
|
|
},
|
|
};
|
|
}
|
|
|
|
if (end !== undefined && end !== null && end !== '') {
|
|
where = {
|
|
...where,
|
|
amount: {
|
|
...where.amount,
|
|
[Op.lte]: end,
|
|
},
|
|
};
|
|
}
|
|
}
|
|
|
|
if (filter.expected_revenueRange) {
|
|
const [start, end] = filter.expected_revenueRange;
|
|
|
|
if (start !== undefined && start !== null && start !== '') {
|
|
where = {
|
|
...where,
|
|
expected_revenue: {
|
|
...where.expected_revenue,
|
|
[Op.gte]: start,
|
|
},
|
|
};
|
|
}
|
|
|
|
if (end !== undefined && end !== null && end !== '') {
|
|
where = {
|
|
...where,
|
|
expected_revenue: {
|
|
...where.expected_revenue,
|
|
[Op.lte]: end,
|
|
},
|
|
};
|
|
}
|
|
}
|
|
|
|
if (filter.probabilityRange) {
|
|
const [start, end] = filter.probabilityRange;
|
|
|
|
if (start !== undefined && start !== null && start !== '') {
|
|
where = {
|
|
...where,
|
|
probability: {
|
|
...where.probability,
|
|
[Op.gte]: start,
|
|
},
|
|
};
|
|
}
|
|
|
|
if (end !== undefined && end !== null && end !== '') {
|
|
where = {
|
|
...where,
|
|
probability: {
|
|
...where.probability,
|
|
[Op.lte]: end,
|
|
},
|
|
};
|
|
}
|
|
}
|
|
|
|
if (filter.expected_close_atRange) {
|
|
const [start, end] = filter.expected_close_atRange;
|
|
|
|
if (start !== undefined && start !== null && start !== '') {
|
|
where = {
|
|
...where,
|
|
expected_close_at: {
|
|
...where.expected_close_at,
|
|
[Op.gte]: start,
|
|
},
|
|
};
|
|
}
|
|
|
|
if (end !== undefined && end !== null && end !== '') {
|
|
where = {
|
|
...where,
|
|
expected_close_at: {
|
|
...where.expected_close_at,
|
|
[Op.lte]: end,
|
|
},
|
|
};
|
|
}
|
|
}
|
|
|
|
if (filter.closed_atRange) {
|
|
const [start, end] = filter.closed_atRange;
|
|
|
|
if (start !== undefined && start !== null && start !== '') {
|
|
where = {
|
|
...where,
|
|
closed_at: {
|
|
...where.closed_at,
|
|
[Op.gte]: start,
|
|
},
|
|
};
|
|
}
|
|
|
|
if (end !== undefined && end !== null && end !== '') {
|
|
where = {
|
|
...where,
|
|
closed_at: {
|
|
...where.closed_at,
|
|
[Op.lte]: end,
|
|
},
|
|
};
|
|
}
|
|
}
|
|
|
|
if (filter.last_activity_atRange) {
|
|
const [start, end] = filter.last_activity_atRange;
|
|
|
|
if (start !== undefined && start !== null && start !== '') {
|
|
where = {
|
|
...where,
|
|
last_activity_at: {
|
|
...where.last_activity_at,
|
|
[Op.gte]: start,
|
|
},
|
|
};
|
|
}
|
|
|
|
if (end !== undefined && end !== null && end !== '') {
|
|
where = {
|
|
...where,
|
|
last_activity_at: {
|
|
...where.last_activity_at,
|
|
[Op.lte]: end,
|
|
},
|
|
};
|
|
}
|
|
}
|
|
|
|
if (filter.next_activity_atRange) {
|
|
const [start, end] = filter.next_activity_atRange;
|
|
|
|
if (start !== undefined && start !== null && start !== '') {
|
|
where = {
|
|
...where,
|
|
next_activity_at: {
|
|
...where.next_activity_at,
|
|
[Op.gte]: start,
|
|
},
|
|
};
|
|
}
|
|
|
|
if (end !== undefined && end !== null && end !== '') {
|
|
where = {
|
|
...where,
|
|
next_activity_at: {
|
|
...where.next_activity_at,
|
|
[Op.lte]: end,
|
|
},
|
|
};
|
|
}
|
|
}
|
|
|
|
|
|
if (filter.active !== undefined) {
|
|
where = {
|
|
...where,
|
|
active: filter.active === true || filter.active === 'true'
|
|
};
|
|
}
|
|
|
|
|
|
if (filter.forecast_category) {
|
|
where = {
|
|
...where,
|
|
forecast_category: filter.forecast_category,
|
|
};
|
|
}
|
|
|
|
if (filter.status) {
|
|
where = {
|
|
...where,
|
|
status: filter.status,
|
|
};
|
|
}
|
|
|
|
|
|
|
|
|
|
if (filter.organization) {
|
|
const listItems = filter.organization.split('|').map(item => {
|
|
return Utils.uuid(item)
|
|
});
|
|
|
|
where = {
|
|
...where,
|
|
organizationId: {[Op.or]: listItems}
|
|
};
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
if (filter.createdAtRange) {
|
|
const [start, end] = filter.createdAtRange;
|
|
|
|
if (start !== undefined && start !== null && start !== '') {
|
|
where = {
|
|
...where,
|
|
['createdAt']: {
|
|
...where.createdAt,
|
|
[Op.gte]: start,
|
|
},
|
|
};
|
|
}
|
|
|
|
if (end !== undefined && end !== null && end !== '') {
|
|
where = {
|
|
...where,
|
|
['createdAt']: {
|
|
...where.createdAt,
|
|
[Op.lte]: end,
|
|
},
|
|
};
|
|
}
|
|
}
|
|
}
|
|
|
|
|
|
|
|
if (globalAccess) {
|
|
delete where.organizationsId;
|
|
}
|
|
|
|
|
|
const queryOptions = {
|
|
where,
|
|
include,
|
|
distinct: true,
|
|
order: filter.field && filter.sort
|
|
? [[filter.field, filter.sort]]
|
|
: [['createdAt', 'desc']],
|
|
transaction: options?.transaction,
|
|
logging: console.log
|
|
};
|
|
|
|
if (!options?.countOnly) {
|
|
queryOptions.limit = limit ? Number(limit) : undefined;
|
|
queryOptions.offset = offset ? Number(offset) : undefined;
|
|
}
|
|
|
|
try {
|
|
const { rows, count } = await db.deals.findAndCountAll(queryOptions);
|
|
|
|
return {
|
|
rows: options?.countOnly ? [] : rows,
|
|
count: count
|
|
};
|
|
} catch (error) {
|
|
console.error('Error executing query:', error);
|
|
throw error;
|
|
}
|
|
}
|
|
|
|
static async findAllAutocomplete(query, limit, offset, globalAccess, organizationId,) {
|
|
let where = {};
|
|
|
|
|
|
if (!globalAccess && organizationId) {
|
|
where.organizationId = organizationId;
|
|
}
|
|
|
|
|
|
if (query) {
|
|
where = {
|
|
[Op.or]: [
|
|
{ ['id']: Utils.uuid(query) },
|
|
Utils.ilike(
|
|
'deals',
|
|
'name',
|
|
query,
|
|
),
|
|
],
|
|
};
|
|
}
|
|
|
|
const records = await db.deals.findAll({
|
|
attributes: [ 'id', 'name' ],
|
|
where,
|
|
limit: limit ? Number(limit) : undefined,
|
|
offset: offset ? Number(offset) : undefined,
|
|
orderBy: [['name', 'ASC']],
|
|
});
|
|
|
|
return records.map((record) => ({
|
|
id: record.id,
|
|
label: record.name,
|
|
}));
|
|
}
|
|
|
|
|
|
};
|
|
|