feat: Send Attendee No Show Data To Salesforce (#17423)

Author: joeauyeung

packages/app-store/salesforce/components/EventTypeAppCardInterface.tsx

@@ -30,6 +30,9 @@ const EventTypeAppCard: EventTypeAppCardComponent = function EventTypeAppCard({
   const createEventOnLeadCheckForContact = getAppData("createEventOnLeadCheckForContact") ?? false;
   const onBookingChangeRecordOwner = getAppData("onBookingChangeRecordOwner") ?? false;
   const onBookingChangeRecordOwnerName = getAppData("onBookingChangeRecordOwnerName") ?? [];
+  const sendNoShowAttendeeData = getAppData("sendNoShowAttendeeData") ?? false;
+  const sendNoShowAttendeeDataField = getAppData("sendNoShowAttendeeDataField") ?? "";
+
   const { t } = useLocale();
 
   const recordOptions = [
@@ -278,6 +281,25 @@ const EventTypeAppCard: EventTypeAppCardComponent = function EventTypeAppCard({
             <Alert className="mt-2" severity="neutral" title={t("skip_rr_description")} />
           </div>
         ) : null}
+
+        <div className="ml-2 mt-4">
+          <Switch
+            label="Send no show attendee data to event object"
+            checked={sendNoShowAttendeeData}
+            onCheckedChange={(checked) => {
+              setAppData("sendNoShowAttendeeData", checked);
+            }}
+          />
+          {sendNoShowAttendeeData ? (
+            <div className="mt-2">
+              <p className="mb-2">Field name to check (must be checkbox data type)</p>
+              <InputField
+                value={sendNoShowAttendeeDataField}
+                onChange={(e) => setAppData("sendNoShowAttendeeDataField", e.target.value)}
+              />
+            </div>
+          ) : null}
+        </div>
       </>
     </AppCard>
   );

packages/app-store/salesforce/lib/CrmService.ts

@@ -15,6 +15,7 @@ import type { CRM, Contact, CrmEvent } from "@calcom/types/CrmService";
 import getAppKeysFromSlug from "../../_utils/getAppKeysFromSlug";
 import type { ParseRefreshTokenResponse } from "../../_utils/oauth/parseRefreshTokenResponse";
 import parseRefreshTokenResponse from "../../_utils/oauth/parseRefreshTokenResponse";
+import { default as appMeta } from "../config.json";
 import { SalesforceRecordEnum } from "./recordEnum";
 
 type ExtendedTokenResponse = TokenResponse & {
@@ -502,6 +503,80 @@ export default class SalesforceCRMService implements CRM {
     return createdContacts;
   }
 
+  async handleAttendeeNoShow(bookingUid: string, attendees: { email: string; noShow: boolean }[]) {
+    const appOptions = this.getAppOptions();
+    const { sendNoShowAttendeeData, sendNoShowAttendeeDataField } = appOptions;
+    const conn = await this.conn;
+    // Check that no show is enabled
+    if (!sendNoShowAttendeeData && !sendNoShowAttendeeDataField) {
+      this.log.warn(`No show settings not set for bookingUid ${bookingUid}`);
+      return;
+    }
+    // Get all Salesforce events associated with the booking
+    const salesforceEvents = await prisma.bookingReference.findMany({
+      where: {
+        type: appMeta.type,
+        booking: {
+          uid: bookingUid,
+        },
+      },
+    });
+
+    const salesforceEntity = await conn.describe("Event");
+    const fields = salesforceEntity.fields;
+    const noShowField = fields.find((field) => field.name === sendNoShowAttendeeDataField);
+
+    if (!noShowField || (!noShowField.type as unknown as string) !== "boolean") {
+      this.log.warn(
+        `No show field on Salesforce doesn't exist or is not of type boolean for bookingUid ${bookingUid}`
+      );
+      return;
+    }
+
+    for (const event of salesforceEvents) {
+      const salesforceEvent = (await conn.query(`SELECT WhoId FROM Event WHERE Id = '${event.uid}'`)) as {
+        records: { WhoId: string }[];
+      };
+
+      let salesforceAttendeeEmail: string | undefined = undefined;
+      // Figure out if the attendee is a contact or lead
+      const contactQuery = (await conn.query(
+        `SELECT Email FROM Contact WHERE Id = '${salesforceEvent.records[0].WhoId}'`
+      )) as { records: { Email: string }[] };
+      const leadQuery = (await conn.query(
+        `SELECT Email FROM Lead WHERE Id = '${salesforceEvent.records[0].WhoId}'`
+      )) as { records: { Email: string }[] };
+
+      // Prioritize contacts over leads
+      if (contactQuery.records.length > 0) {
+        salesforceAttendeeEmail = contactQuery.records[0].Email;
+      } else if (leadQuery.records.length > 0) {
+        salesforceAttendeeEmail = leadQuery.records[0].Email;
+      } else {
+        this.log.warn(
+          `Could not find attendee for bookingUid ${bookingUid} and salesforce event id ${event.uid}`
+        );
+      }
+
+      if (salesforceAttendeeEmail) {
+        // Find the attendee no show data
+        const noShowData = attendees.find((attendee) => attendee.email === salesforceAttendeeEmail);
+
+        if (!noShowData) {
+          this.log.warn(
+            `No show data could not be found for ${salesforceAttendeeEmail} and bookingUid ${bookingUid}`
+          );
+        } else {
+          // Update the event with the no show data
+          await conn.sobject("Event").update({
+            Id: event.uid,
+            [sendNoShowAttendeeDataField]: noShowData.noShow,
+          });
+        }
+      }
+    }
+  }
+
   private getExistingIdFromDuplicateError(error: any): string | null {
     if (error.duplicateResult && error.duplicateResult.matchResults) {
       for (const matchResult of error.duplicateResult.matchResults) {

packages/app-store/salesforce/zod.ts

@@ -18,6 +18,8 @@ export const appDataSchema = eventTypeAppCardZod.extend({
   createEventOnLeadCheckForContact: z.boolean().optional(),
   onBookingChangeRecordOwner: z.boolean().optional(),
   onBookingChangeRecordOwnerName: z.string().optional(),
+  sendNoShowAttendeeData: z.boolean().optional(),
+  sendNoShowAttendeeDataField: z.string().optional(),
 });
 
 export const appKeysSchema = z.object({

packages/core/crmManager/crmManager.ts

@@ -72,4 +72,11 @@ export default class CrmManager {
     const createdContacts = (await crmService?.createContacts(contactsToCreate, organizerEmail)) || [];
     return createdContacts;
   }
+
+  public async handleAttendeeNoShow(bookingUid: string, attendees: { email: string; noShow: boolean }[]) {
+    const crmService = await this.getCrmService(this.credential);
+    if (crmService?.handleAttendeeNoShow) {
+      await crmService.handleAttendeeNoShow(bookingUid, attendees);
+    }
+  }
 }

packages/features/handleMarkNoShow.ts

@@ -10,6 +10,10 @@ import { prisma } from "@calcom/prisma";
 import { WebhookTriggerEvents } from "@calcom/prisma/client";
 import type { TNoShowInputSchema } from "@calcom/trpc/server/routers/loggedInViewer/markNoShow.schema";
 
+import handleSendingAttendeeNoShowDataToApps from "./noShow/handleSendingAttendeeNoShowDataToApps";
+
+export type NoShowAttendees = { email: string; noShow: boolean }[];
+
 const buildResultPayload = async (
   bookingUid: string,
   attendeeEmails: string[],
@@ -41,7 +45,7 @@ const logFailedResults = (results: PromiseSettledResult<any>[]) => {
 };
 
 class ResponsePayload {
-  attendees: { email: string; noShow: boolean }[];
+  attendees: NoShowAttendees;
   noShowHost: boolean;
   message: string;
 
@@ -101,6 +105,8 @@ const handleMarkNoShow = async ({
 
       responsePayload.setAttendees(payload.attendees);
       responsePayload.setMessage(payload.message);
+
+      await handleSendingAttendeeNoShowDataToApps(bookingUid, attendees);
     }
 
     if (noShowHost) {

packages/features/noShow/handleSendingAttendeeNoShowDataToApps.ts

@@ -0,0 +1,85 @@
+import type { z } from "zod";
+
+import type { eventTypeAppCardZod } from "@calcom/app-store/eventTypeAppCardZod";
+import CrmManager from "@calcom/core/crmManager/crmManager";
+import logger from "@calcom/lib/logger";
+import prisma from "@calcom/prisma";
+import { EventTypeMetaDataSchema } from "@calcom/prisma/zod-utils";
+
+import type { NoShowAttendees } from "../handleMarkNoShow";
+import { noShowEnabledApps } from "./noShowEnabledApps";
+
+const log = logger.getSubLogger({ prefix: ["handleSendingNoShowDataToApps"] });
+
+export default async function handleSendingAttendeeNoShowDataToApps(
+  bookingUid: string,
+  attendees: NoShowAttendees
+) {
+  // Get event type metadata
+  const eventTypeQuery = await prisma.booking.findFirst({
+    where: {
+      uid: bookingUid,
+    },
+    select: {
+      eventType: {
+        select: {
+          metadata: true,
+        },
+      },
+    },
+  });
+  if (!eventTypeQuery || !eventTypeQuery?.eventType?.metadata) {
+    log.warn(`For no show, could not find eventType for bookingUid ${bookingUid}`);
+    return;
+  }
+
+  const eventTypeMetadataParse = EventTypeMetaDataSchema.safeParse(eventTypeQuery?.eventType?.metadata);
+  if (!eventTypeMetadataParse.success) {
+    log.error(`Malformed event type metadata for bookingUid ${bookingUid}`);
+    return;
+  }
+  const eventTypeAppMetadata = eventTypeMetadataParse.data?.apps;
+
+  for (const slug in eventTypeAppMetadata) {
+    if (noShowEnabledApps.includes(slug)) {
+      const app = eventTypeAppMetadata[slug as keyof typeof eventTypeAppMetadata];
+
+      const appCategory = app.appCategories[0];
+
+      if (appCategory === "crm") {
+        await handleCRMNoShow(bookingUid, app, attendees);
+      }
+    }
+  }
+
+  return;
+}
+
+async function handleCRMNoShow(
+  bookingUid: string,
+  appData: z.infer<typeof eventTypeAppCardZod>,
+  attendees: NoShowAttendees
+) {
+  // Handle checking if no she in CrmService
+
+  const credential = await prisma.credential.findFirst({
+    where: {
+      id: appData.credentialId,
+    },
+    include: {
+      user: {
+        select: {
+          email: true,
+        },
+      },
+    },
+  });
+
+  if (!credential) {
+    log.warn(`CRM credential not found for bookingUid ${bookingUid}`);
+    return;
+  }
+
+  const crm = new CrmManager(credential, appData);
+  await crm.handleAttendeeNoShow(bookingUid, attendees);
+}

packages/features/noShow/noShowEnabledApps.ts

@@ -0,0 +1,2 @@
+/** Slugs of apps that have the option to send no show data to */
+export const noShowEnabledApps = ["salesforce"];

packages/types/CrmService.d.ts

@@ -39,4 +39,8 @@ export interface CRM {
   }) => Promise<Contact[]>;
   createContacts: (contactsToCreate: ContactCreateInput[], organizerEmail?: string) => Promise<Contact[]>;
   getAppOptions: () => any;
+  handleAttendeeNoShow?: (
+    bookingUid: string,
+    attendees: { email: string; noShow: boolean }[]
+  ) => Promise<void>;
 }