salesloft sync after adding tags

Author: williamstein

src/packages/conat/hub/api/system.ts

@@ -21,6 +21,8 @@ export const system = {
   adminResetPasswordLink: authFirst,
   sendEmailVerification: authFirst,
   deletePassport: authFirst,
+
+  adminSalesloftSync: authFirst,
 };
 
 export interface System {
@@ -95,6 +97,12 @@ export interface System {
     user_account_id: string;
   }) => Promise<string>;
 
+  // user must be an admin or get an error. Sync's the given salesloft accounts.
+  adminSalesloftSync: (opts: {
+    account_id?: string;
+    account_ids: string[];
+  }) => Promise<void>;
+
   sendEmailVerification: (opts: {
     account_id?: string;
     only_verify?: boolean;

src/packages/frontend/frame-editors/crm-editor/views/view-menu/tag-accounts.tsx

@@ -15,7 +15,7 @@ import type { ColumnsType } from "../../fields";
 import { Set as iSet } from "immutable";
 import { plural } from "@cocalc/util/misc";
 import ShowError from "@cocalc/frontend/components/error";
-import { map as awaitMap } from "awaiting";
+import { map as awaitMap, delay } from "awaiting";
 const MAX_PARALLEL_TASKS = 15;
 
 interface Props {
@@ -43,6 +43,7 @@ export default function TagAccounts({
   const [progress, setProgress] = useState<number>(0);
   const [error, setError] = useState<string>("");
   const [add, setAdd] = useState<boolean>(true);
+  const [status, setStatus] = useState<string>("");
 
   if (selected == null) {
     return null;
@@ -69,7 +70,7 @@ export default function TagAccounts({
       let goal = selected.size;
       const check = () => {
         done += 1;
-        setProgress(Math.round((done * 100) / goal));
+        setProgress(Math.round((done * 90) / goal));
       };
 
       const task = async (account_id) => {
@@ -104,9 +105,23 @@ export default function TagAccounts({
         }
         check();
       };
-      await awaitMap(Array.from(selected), MAX_PARALLEL_TASKS, task);
+      const account_ids = Array.from(selected);
+      setStatus("Updating database tags");
+      await awaitMap(account_ids, MAX_PARALLEL_TASKS, task);
+      refresh();
+      setStatus("Syncing users with Salesloft");
+      try {
+        await webapp_client.conat_client.hub.system.adminSalesloftSync({
+          account_ids,
+        });
+      } catch (err) {
+        errors.push(err);
+      }
+      setProgress(100);
+      await delay(250);
       setValue("");
     } finally {
+      setStatus("");
       refresh();
       if (errors.length > 0) {
         setError(errors.join(" \n"));
@@ -163,13 +178,17 @@ export default function TagAccounts({
           message={
             <>
               The above tags will be {add ? "added to" : "removed from"} each
-              selected account.
+              selected account, then we will attempt to sync each with
+              salesloft. Syncing with salesloft happens in the backend, and
+              might not always succeed (e.g., if the user has no email).
             </>
           }
         />
         {loading && (
           <div>
             <Progress percent={progress} />
+            <hr />
+            {status}
           </div>
         )}
         {error && <hr />}

src/packages/server/conat/api/system.ts

@@ -9,6 +9,9 @@ import isAdmin from "@cocalc/server/accounts/is-admin";
 import search from "@cocalc/server/accounts/search";
 export { getNames } from "@cocalc/server/accounts/get-name";
 import { callback2 } from "@cocalc/util/async-utils";
+import getLogger from "@cocalc/backend/logger";
+
+const logger = getLogger("server:conat:api:system");
 
 export function ping() {
   return { now: Date.now() };
@@ -128,3 +131,26 @@ export async function deletePassport(opts: {
 }): Promise<void> {
   await delete_passport(db(), opts);
 }
+
+import { sync as salesloftSync } from "@cocalc/server/salesloft/sync";
+export async function adminSalesloftSync({
+  account_id,
+  account_ids,
+}: {
+  account_id?: string;
+  account_ids: string[];
+}) {
+  if (!account_id || !(await isAdmin(account_id))) {
+    throw Error("must be an admin");
+  }
+  (async () => {
+    // we do not block on this
+    try {
+      await salesloftSync(account_ids);
+    } catch (err) {
+      logger.debug(`WARNING: issue syncing with salesloft -- ${err}`, {
+        account_ids,
+      });
+    }
+  })();
+}

src/packages/server/salesloft/sync.ts

@@ -26,6 +26,7 @@ The following are the custom_fields that we actually use:
   - cocalc_last_month_spend: amount they spent during the last 30 days, according to daily statements only
   - cocalc_last_year_spend: the total amount they have spent during the last year, according to monthly statements
   - cocalc_tags: zero or more of 'personal' or 'student' or 'instructor' or 'professional', separated by comma (no space, in alphabetical order)
+    these can be easily customized in the CRM.
 
 RATE LIMITS: