Files
4ventures-client-portal/src/lib/clientify-sync.ts
4Ventures e3180ceb51 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>
2026-09-30 15:34:40 +02:00

360 lines
11 KiB
TypeScript

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