feat: sync Clientify CRM + botón Sincronizar por pestaña
El CRM solo vivía de webhooks; ahora hay pull Clientify, cron daily-sync incluye CRM, y cada módulo de Agencia tiene sync manual. Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
4Ventures
359
src/lib/clientify-sync.ts
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359
src/lib/clientify-sync.ts
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@@ -0,0 +1,359 @@
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/** Pull Clientify contacts/deals → warehouse (leads/deals). */
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import { createHash } from 'crypto';
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import { serviceHeaders, supabaseUrl } from '@/lib/agency';
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const CFY = 'https://api.clientify.com/v1';
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function uuid5(name: string): string {
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const NS = Buffer.from('6ba7b8119dad11d180b400c04fd430c8', 'hex');
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const hash = createHash('sha1').update(NS).update(name).digest();
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hash[6] = (hash[6]! & 0x0f) | 0x50;
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hash[8] = (hash[8]! & 0x3f) | 0x80;
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const h = hash.subarray(0, 16).toString('hex');
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return `${h.slice(0, 8)}-${h.slice(8, 12)}-${h.slice(12, 16)}-${h.slice(16, 20)}-${h.slice(20)}`;
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}
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function clientifyKeyForSlug(slug: string): string | null {
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const upper = slug.toUpperCase().replace(/-/g, '_');
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return (
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process.env[`CLIENTIFY_API_KEY_${upper}`]?.trim() ||
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process.env.CLIENTIFY_API_KEY?.trim() ||
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null
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);
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}
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async function cfyGet(token: string, path: string): Promise<Record<string, unknown>> {
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const r = await fetch(`${CFY}${path}`, {
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headers: {
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Authorization: `Token ${token}`,
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Accept: 'application/json',
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},
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cache: 'no-store',
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});
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if (!r.ok) {
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throw new Error(`Clientify ${path}: ${(await r.text()).slice(0, 180)}`);
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}
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return (await r.json()) as Record<string, unknown>;
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}
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async function cfyPaginate(
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token: string,
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path: string,
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maxPages = 40
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): Promise<Record<string, unknown>[]> {
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const out: Record<string, unknown>[] = [];
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const base = path.split('?')[0] || path;
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const params = new URLSearchParams(path.includes('?') ? path.split('?')[1] : '');
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params.set('page_size', '100');
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for (let page = 1; page <= maxPages; page++) {
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params.set('page', String(page));
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const j = await cfyGet(token, `${base}?${params}`);
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const batch = (j.results as Record<string, unknown>[]) || [];
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out.push(...batch);
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if (!j.next || !batch.length) break;
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}
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return out;
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}
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function firstEmail(c: Record<string, unknown>): string | null {
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const emails = c.emails;
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if (!Array.isArray(emails) || !emails.length) return null;
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const e = emails[0] as Record<string, unknown> | string;
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if (typeof e === 'object' && e) {
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return String(e.email || e.value || '').trim() || null;
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}
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return String(e).trim() || null;
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}
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function firstPhone(c: Record<string, unknown>): string | null {
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const phones = c.phones;
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if (!Array.isArray(phones) || !phones.length) return null;
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const p = phones[0] as Record<string, unknown> | string;
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if (typeof p === 'object' && p) {
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return String(p.phone || p.value || '').trim() || null;
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}
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return String(p).trim() || null;
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}
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function parseDate(s: unknown): string | null {
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if (!s || typeof s !== 'string') return null;
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try {
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if (s.includes('T')) {
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return new Date(s).toISOString();
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}
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return new Date(`${s}T12:00:00Z`).toISOString();
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} catch {
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return null;
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}
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}
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function mapStage(deal: Record<string, unknown>): 'won' | 'lost' | 'open' {
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const desc = String(deal.status_desc || '')
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.trim()
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.toLowerCase();
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if (desc === 'won') return 'won';
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if (desc === 'lost') return 'lost';
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if (deal.status === 3) return 'won';
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if (deal.status === 4) return 'lost';
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return 'open';
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}
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function contactIdFromUrl(url: unknown): string | null {
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if (typeof url !== 'string' || !url) return null;
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const parts = url.replace(/\/$/, '').split('/');
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return parts[parts.length - 1] || null;
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}
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export type ClientifySyncResult = {
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tenantId: string;
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tenantSlug: string;
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leads: number;
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deals: number;
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error?: string;
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};
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export async function syncClientifyTenant(opts: {
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tenantId: string;
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slug: string;
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apiKey?: string | null;
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}): Promise<ClientifySyncResult> {
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const headers = serviceHeaders();
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const base = supabaseUrl();
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if (!headers || !base) {
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return {
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tenantId: opts.tenantId,
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tenantSlug: opts.slug,
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leads: 0,
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deals: 0,
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error: 'no service role',
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};
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}
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const token = opts.apiKey?.trim() || clientifyKeyForSlug(opts.slug);
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if (!token) {
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return {
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tenantId: opts.tenantId,
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tenantSlug: opts.slug,
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leads: 0,
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deals: 0,
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error: `Falta CLIENTIFY_API_KEY (o CLIENTIFY_API_KEY_${opts.slug.toUpperCase().replace(/-/g, '_')})`,
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};
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}
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const tid = opts.tenantId;
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try {
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const contacts = await cfyPaginate(token, '/contacts/');
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await fetch(
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`${base}/rest/v1/leads?tenant_id=eq.${encodeURIComponent(tid)}&crm=eq.clientify`,
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{ method: 'DELETE', headers: { ...headers, Prefer: 'return=minimal' } }
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);
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const contactToLead = new Map<string, string>();
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const leadRows = contacts.map((c) => {
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const cid = String(c.id);
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const lid = uuid5(`clientify-lead:${tid}:${cid}`);
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contactToLead.set(cid, lid);
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const source = String(
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c.contact_source || c.channel || c.medium || 'clientify'
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)
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.trim()
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.toLowerCase()
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.slice(0, 80) || 'clientify';
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const status =
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String(c.status || 'new')
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.trim()
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.toLowerCase()
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.slice(0, 40) || 'new';
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const name = [c.first_name, c.last_name]
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.map((x) => String(x || '').trim())
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.filter(Boolean)
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.join(' ');
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return {
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id: lid,
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tenant_id: tid,
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first_name: name || null,
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email: firstEmail(c),
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phone: firstPhone(c),
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source,
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medium: c.medium ? String(c.medium) : null,
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crm: 'clientify',
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crm_contact_id: cid,
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status,
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created_at: parseDate(c.created) || new Date().toISOString(),
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};
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});
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for (let i = 0; i < leadRows.length; i += 200) {
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const chunk = leadRows.slice(i, i + 200);
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const r = await fetch(`${base}/rest/v1/leads`, {
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method: 'POST',
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headers: {
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...headers,
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'Content-Type': 'application/json',
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Prefer: 'return=minimal',
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},
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body: JSON.stringify(chunk),
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});
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if (!r.ok) {
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throw new Error(`insert leads: ${(await r.text()).slice(0, 180)}`);
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}
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}
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const deals = await cfyPaginate(token, '/deals/');
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await fetch(
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`${base}/rest/v1/deals?tenant_id=eq.${encodeURIComponent(tid)}&crm_deal_id=like.clientify:*`,
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{ method: 'DELETE', headers: { ...headers, Prefer: 'return=minimal' } }
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);
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const dealRows = deals.map((d) => {
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const did = String(d.id);
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const stage = mapStage(d);
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const cid = contactIdFromUrl(d.contact);
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const leadId = cid ? contactToLead.get(cid) || null : null;
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const amount = Number(d.amount || d.amount_user || 0) || 0;
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const closed = parseDate(d.actual_closed_date);
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const pipeUrl = String(d.pipeline || '');
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const pipeId = pipeUrl.includes('/pipelines/')
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? pipeUrl.replace(/\/$/, '').split('/').pop() || null
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: null;
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let rawSrc = String(d.deal_source || d.contact_source || '')
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.trim()
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.slice(0, 80);
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const tags = Array.isArray(d.tags) ? d.tags.map(String).join(' ').toLowerCase() : '';
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const name = String(d.name || '').slice(0, 200);
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if (!rawSrc) {
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if (/facebook|instagram|meta|\bfb\b/.test(tags)) rawSrc = 'meta';
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else if (/google/.test(tags)) rawSrc = 'google';
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else if (/woocommerce/.test(tags) || /^order /i.test(name))
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rawSrc = 'ecommerce';
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}
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return {
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id: uuid5(`clientify-deal:${tid}:${did}`),
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tenant_id: tid,
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lead_id: leadId,
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crm_deal_id: `clientify:${did}`,
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stage,
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amount,
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won_at: stage === 'won' ? closed : null,
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lost_at: stage === 'lost' ? closed : null,
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pipeline_id: pipeId,
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pipeline_name: d.pipeline_desc ? String(d.pipeline_desc) : null,
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source: rawSrc ? rawSrc.toLowerCase() : null,
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name: name || null,
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};
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});
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for (let i = 0; i < dealRows.length; i += 200) {
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const chunk = dealRows.slice(i, i + 200);
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const r = await fetch(`${base}/rest/v1/deals`, {
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method: 'POST',
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headers: {
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...headers,
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'Content-Type': 'application/json',
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Prefer: 'return=minimal',
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},
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body: JSON.stringify(chunk),
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});
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if (!r.ok) {
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throw new Error(`insert deals: ${(await r.text()).slice(0, 180)}`);
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}
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}
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const now = new Date().toISOString();
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await fetch(
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`${base}/rest/v1/integrations?tenant_id=eq.${encodeURIComponent(tid)}&provider=eq.clientify`,
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{
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method: 'PATCH',
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headers: {
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...headers,
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'Content-Type': 'application/json',
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Prefer: 'return=minimal',
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},
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body: JSON.stringify({
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status: 'connected',
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last_sync_at: now,
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error_message: null,
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}),
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}
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);
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return {
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tenantId: tid,
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tenantSlug: opts.slug,
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leads: leadRows.length,
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deals: dealRows.length,
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};
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} catch (e) {
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return {
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tenantId: tid,
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tenantSlug: opts.slug,
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leads: 0,
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deals: 0,
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error: e instanceof Error ? e.message : 'clientify sync failed',
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};
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}
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}
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/** Sync all tenants with clientify integration (+ API key available). */
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export async function syncAllClientifyTenants(opts?: {
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tenantId?: string;
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}): Promise<{ results: ClientifySyncResult[] }> {
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const headers = serviceHeaders();
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const base = supabaseUrl();
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if (!headers || !base) return { results: [] };
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const tRes = await fetch(
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`${base}/rest/v1/tenants?select=id,slug,name&agency_followed=neq.false`,
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{ headers, cache: 'no-store' }
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);
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if (!tRes.ok) throw new Error(await tRes.text());
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let tenants = (await tRes.json()) as { id: string; slug: string; name: string }[];
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if (opts?.tenantId) {
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tenants = tenants.filter((t) => t.id === opts.tenantId);
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}
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const iRes = await fetch(
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`${base}/rest/v1/integrations?provider=eq.clientify&select=tenant_id,status,meta,external_account_id`,
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{ headers, cache: 'no-store' }
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);
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if (!iRes.ok) throw new Error(await iRes.text());
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const ints = (await iRes.json()) as {
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tenant_id: string;
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status?: string;
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meta?: { api_key?: string } | null;
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external_account_id?: string | null;
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}[];
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const byTenant = new Map(ints.map((i) => [i.tenant_id, i]));
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const results: ClientifySyncResult[] = [];
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for (const t of tenants) {
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const integ = byTenant.get(t.id);
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// Sync if marked connected/pending OR we have a key for this slug
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const key =
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(integ?.meta && typeof integ.meta.api_key === 'string'
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? integ.meta.api_key
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: null) || clientifyKeyForSlug(t.slug);
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if (!key && integ?.status !== 'connected' && integ?.status !== 'pending') {
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continue;
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}
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if (!key) {
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results.push({
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tenantId: t.id,
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tenantSlug: t.slug,
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leads: 0,
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deals: 0,
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error: `Sin API key Clientify para ${t.slug}`,
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});
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continue;
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}
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results.push(
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await syncClientifyTenant({
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tenantId: t.id,
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slug: t.slug,
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apiKey: key,
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})
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);
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}
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return { results };
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}
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