Saving sms conversations into crm task

src/main/java/com/impactupgrade/nucleus/client/SfdcClient.java

@@ -695,6 +695,13 @@ public Optional<SObject> getUserByEmail(String email) throws ConnectionException
     return querySingle(query);
   }
 
+  protected static final String TASK_FIELDS = "Id, WhoId, OwnerId, Subject, description, status, priority, activityDate";
+
+  public Optional<SObject> getTaskBySubject(String subject) throws ConnectionException, InterruptedException {
+    String query = "select " + TASK_FIELDS + " from task where subject = '" + subject + "'";
+    return querySingle(query);
+  }
+
   /**
    * Use with caution, it retrieves ALL active users. Unsuitable for orgs with many users.
    */

src/main/java/com/impactupgrade/nucleus/controller/CrmController.java

@@ -10,13 +10,15 @@
 import com.impactupgrade.nucleus.environment.EnvironmentFactory;
 import com.impactupgrade.nucleus.model.ContactFormData;
 import com.impactupgrade.nucleus.model.ContactSearch;
+import com.impactupgrade.nucleus.model.CrmActivity;
 import com.impactupgrade.nucleus.model.CrmContact;
 import com.impactupgrade.nucleus.model.CrmCustomField;
 import com.impactupgrade.nucleus.model.CrmImportEvent;
 import com.impactupgrade.nucleus.model.CrmRecurringDonation;
 import com.impactupgrade.nucleus.security.SecurityUtil;
 import com.impactupgrade.nucleus.service.segment.CrmService;
 import com.impactupgrade.nucleus.util.GoogleSheetsUtil;
+import org.apache.commons.collections.CollectionUtils;
 import org.apache.commons.csv.CSVFormat;
 import org.apache.commons.csv.CSVParser;
 import org.apache.commons.csv.CSVRecord;
@@ -60,6 +62,57 @@ public CrmController(EnvironmentFactory envFactory) {
     this.envFactory = envFactory;
   }
 
+  //TODO: remove once done with testing
+  @Path("/message")
+  @POST
+  @Consumes(MediaType.APPLICATION_JSON)
+  @Produces(MediaType.APPLICATION_JSON)
+  public Response insertTask(
+          Message message,
+          @Context HttpServletRequest request
+  ) throws Exception {
+    Environment env = envFactory.init(request);
+    //SecurityUtil.verifyApiKey(env);
+
+    CrmActivity crmActivity;
+    if (!Strings.isNullOrEmpty(message.conversationId)) {
+      Optional<CrmActivity> crmActivityOptional = env.primaryCrmService().getActivityByTypeAndConversationId(CrmActivity.Type.SMS_CONVERSATION, message.conversationId);
+      if (crmActivityOptional.isPresent()) {
+        // Existing conversation
+        crmActivity = crmActivityOptional.get();
+      } else {
+        // New conversation
+        crmActivity = new CrmActivity();
+        crmActivity.type = CrmActivity.Type.SMS_CONVERSATION;
+        crmActivity.conversationId = message.conversationId;
+      }
+      addMessage(message, crmActivity);
+    } else {
+      crmActivity = new CrmActivity();
+      crmActivity.type = CrmActivity.Type.SMS_CONVERSATION;
+      crmActivity.messageIds = List.of(message.id);
+    }
+    env.primaryCrmService().upsertActivity(crmActivity);
+
+
+    return Response.ok(crmActivity).build();
+  }
+
+  private static final class Message {
+    public String id;
+    public String conversationId;
+  }
+
+  private static void addMessage(Message message, CrmActivity crmActivity) {
+    List<String> ids = new ArrayList<>();
+    if (CollectionUtils.isNotEmpty(crmActivity.messageIds)) {
+      ids.addAll(crmActivity.messageIds);
+    }
+
+    ids.add(message.id);
+    crmActivity.messageIds = ids;
+  }
+
   /**
    * Retrieves a contact from the primary CRM using a variety of optional parameters. For use in external integrations,
    * like Twilio Studio's retrieval of the CRM's Contact ID by phone number.

src/main/java/com/impactupgrade/nucleus/environment/EnvironmentConfig.java

@@ -200,6 +200,7 @@ public static class Salesforce extends Platform {
     public CRMFieldDefinitions fieldDefinitions = new CRMFieldDefinitions();
     public SalesforceCustomFields customQueryFields = new SalesforceCustomFields();
     public String defaultCampaignId = "";
+    public String defaultTaskAssignee = "";
 
     public static class SalesforceCustomFields {
       public Set<String> account = new HashSet<>();

src/main/java/com/impactupgrade/nucleus/model/CrmActivity.java

@@ -0,0 +1,21 @@
+package com.impactupgrade.nucleus.model;
+
+import java.util.List;
+
+public class CrmActivity {
+
+    public String id;
+    public String targetId;
+    public String assignTo; // User ID
+
+    public CrmActivity.Type type;
+    public String conversationId;
+
+    public List<String> messageIds;
+
+    public enum Type {
+        SMS_CONVERSATION,
+        EMAIL;
+    }
+
+}

src/main/java/com/impactupgrade/nucleus/model/CrmTask.java

@@ -4,6 +4,7 @@
 
 public class CrmTask {
 
+  public String id;
   public String targetId;
   public String assignTo; // User ID
   public String subject;

src/main/java/com/impactupgrade/nucleus/service/segment/BasicCrmService.java

@@ -1,6 +1,7 @@
 package com.impactupgrade.nucleus.service.segment;
 
 import com.impactupgrade.nucleus.model.CrmAccount;
+import com.impactupgrade.nucleus.model.CrmActivity;
 import com.impactupgrade.nucleus.model.CrmContact;
 import com.impactupgrade.nucleus.model.CrmCustomField;
 import com.impactupgrade.nucleus.model.CrmDonation;
@@ -126,6 +127,18 @@ default String insertTask(CrmTask crmTask) throws Exception {
     return null;
   }
 
+  default String updateTask(CrmTask crmTask) throws Exception {
+    return null;
+  }
+
+  default String upsertActivity(CrmActivity crmActivity) throws Exception {
+    return null;
+  }
+
+  default Optional<CrmActivity> getActivityByTypeAndConversationId(CrmActivity.Type type, String externalId) throws Exception {
+    return Optional.empty();
+  }
+
   default Map<String, List<String>> getActiveCampaignsByContactIds(List<String> contactIds) throws Exception {
     return null;
   }

src/main/java/com/impactupgrade/nucleus/service/segment/BloomerangCrmService.java

@@ -15,6 +15,7 @@
 import com.impactupgrade.nucleus.environment.EnvironmentConfig;
 import com.impactupgrade.nucleus.model.ContactSearch;
 import com.impactupgrade.nucleus.model.CrmAccount;
+import com.impactupgrade.nucleus.model.CrmActivity;
 import com.impactupgrade.nucleus.model.CrmAddress;
 import com.impactupgrade.nucleus.model.CrmContact;
 import com.impactupgrade.nucleus.model.CrmCustomField;
@@ -574,6 +575,21 @@ public String insertTask(CrmTask crmTask) throws Exception {
     return null;
   }
 
+  @Override
+  public String updateTask(CrmTask crmTask) throws Exception {
+    return null;
+  }
+
+  @Override
+  public String upsertActivity(CrmActivity crmActivity) throws Exception {
+    return null;
+  }
+
+  @Override
+  public Optional<CrmActivity> getActivityByTypeAndConversationId(CrmActivity.Type type, String externalId) throws Exception {
+    return Optional.empty();
+  }
+
   @Override
   public List<CrmCustomField> insertCustomFields(String layoutName, List<CrmCustomField> crmCustomFields) {
     return null;

src/main/java/com/impactupgrade/nucleus/service/segment/CrmService.java

@@ -8,6 +8,7 @@
 import com.impactupgrade.nucleus.environment.EnvironmentConfig;
 import com.impactupgrade.nucleus.model.ContactSearch;
 import com.impactupgrade.nucleus.model.CrmAccount;
+import com.impactupgrade.nucleus.model.CrmActivity;
 import com.impactupgrade.nucleus.model.CrmContact;
 import com.impactupgrade.nucleus.model.CrmCustomField;
 import com.impactupgrade.nucleus.model.CrmDonation;
@@ -224,6 +225,9 @@ default void updateContact(OpportunityEvent opportunityEvent) throws Exception {
   Optional<CrmUser> getUserById(String id) throws Exception;
   Optional<CrmUser> getUserByEmail(String email) throws Exception;
   String insertTask(CrmTask crmTask) throws Exception;
+  String updateTask(CrmTask crmTask) throws Exception;
+  String upsertActivity(CrmActivity crmActivity) throws Exception;
+  Optional<CrmActivity> getActivityByTypeAndConversationId(CrmActivity.Type type, String externalId) throws Exception;
 
   List<CrmCustomField> insertCustomFields(String layoutName, List<CrmCustomField> crmCustomFields);
 

src/main/java/com/impactupgrade/nucleus/service/segment/HubSpotCrmService.java

@@ -42,6 +42,7 @@
 import com.impactupgrade.nucleus.environment.EnvironmentConfig;
 import com.impactupgrade.nucleus.model.ContactSearch;
 import com.impactupgrade.nucleus.model.CrmAccount;
+import com.impactupgrade.nucleus.model.CrmActivity;
 import com.impactupgrade.nucleus.model.CrmAddress;
 import com.impactupgrade.nucleus.model.CrmContact;
 import com.impactupgrade.nucleus.model.CrmCustomField;
@@ -270,6 +271,21 @@ public String insertTask(CrmTask crmTask) throws Exception {
     return response == null ? null : response.getId() + "";
   }
 
+  @Override
+  public String updateTask(CrmTask crmTask) throws Exception {
+    return null;
+  }
+
+  @Override
+  public String upsertActivity(CrmActivity crmActivity) throws Exception {
+    return null;
+  }
+
+  @Override
+  public Optional<CrmActivity> getActivityByTypeAndConversationId(CrmActivity.Type type, String externalId) throws Exception {
+    return Optional.empty();
+  }
+
   @Override
   public List<CrmCustomField> insertCustomFields(String layoutName, List<CrmCustomField> crmCustomFields) {
     Map<String, List<CrmCustomField>> propertiesByObjectTypes = crmCustomFields.stream()

src/main/java/com/impactupgrade/nucleus/service/segment/NoOpCrmService.java

@@ -4,6 +4,7 @@
 import com.impactupgrade.nucleus.environment.EnvironmentConfig;
 import com.impactupgrade.nucleus.model.ContactSearch;
 import com.impactupgrade.nucleus.model.CrmAccount;
+import com.impactupgrade.nucleus.model.CrmActivity;
 import com.impactupgrade.nucleus.model.CrmContact;
 import com.impactupgrade.nucleus.model.CrmCustomField;
 import com.impactupgrade.nucleus.model.CrmDonation;
@@ -211,6 +212,21 @@ public String insertTask(CrmTask crmTask) throws Exception {
     return null;
   }
 
+  @Override
+  public String updateTask(CrmTask crmTask) throws Exception {
+    return null;
+  }
+
+  @Override
+  public String upsertActivity(CrmActivity crmActivity) throws Exception {
+    return null;
+  }
+
+  @Override
+  public Optional<CrmActivity> getActivityByTypeAndConversationId(CrmActivity.Type type, String externalId) throws Exception {
+    return null;
+  }
+
   @Override
   public List<CrmCustomField> insertCustomFields(String layoutName, List<CrmCustomField> crmCustomFields) {
     return Collections.emptyList();

src/main/java/com/impactupgrade/nucleus/service/segment/SfdcCrmService.java

@@ -4,6 +4,7 @@
 
 package com.impactupgrade.nucleus.service.segment;
 
+import com.google.common.base.Splitter;
 import com.google.common.base.Strings;
 import com.google.common.cache.CacheBuilder;
 import com.google.common.cache.CacheLoader;
@@ -16,6 +17,7 @@
 import com.impactupgrade.nucleus.environment.EnvironmentConfig;
 import com.impactupgrade.nucleus.model.ContactSearch;
 import com.impactupgrade.nucleus.model.CrmAccount;
+import com.impactupgrade.nucleus.model.CrmActivity;
 import com.impactupgrade.nucleus.model.CrmAddress;
 import com.impactupgrade.nucleus.model.CrmCampaign;
 import com.impactupgrade.nucleus.model.CrmContact;
@@ -33,6 +35,7 @@
 import com.sforce.soap.metadata.FieldType;
 import com.sforce.soap.partner.sobject.SObject;
 import com.sforce.ws.ConnectionException;
+import org.apache.commons.collections.CollectionUtils;
 import org.apache.logging.log4j.LogManager;
 import org.apache.logging.log4j.Logger;
 
@@ -227,6 +230,89 @@ public String insertTask(CrmTask crmTask) throws Exception {
     return sfdcClient.insert(task).getId();
   }
 
+  @Override
+  public String updateTask(CrmTask crmTask) throws Exception {
+    SObject task = new SObject("Task");
+    setTaskFields(task, crmTask);
+    return sfdcClient.update(task).getId();
+  }
+
+  @Override
+  public String upsertActivity(CrmActivity crmActivity) throws Exception {
+    CrmTask crmTask = toCrmTask(crmActivity);
+    if (Strings.isNullOrEmpty(crmActivity.id)) {
+      return insertTask(crmTask);
+    } else {
+      return updateTask(crmTask);
+    }
+  }
+
+  @Override
+  public Optional<CrmActivity> getActivityByTypeAndConversationId(CrmActivity.Type type, String externalId) throws Exception {
+    String subject = type + ":" + externalId;
+    Optional<SObject> sObjectO = sfdcClient.getTaskBySubject(subject);
+    CrmTask crmTask = sObjectO.map(this::toCrmTask).orElse(null);
+    return Optional.of(toCrmActivity(crmTask));
+  }
+
+  protected CrmTask toCrmTask(SObject sObject) {
+    CrmTask crmTask =  new CrmTask(
+        //sObject.getField("WhoId").toString(),
+        null,
+        sObject.getField("OwnerId").toString(),
+        sObject.getField("Subject").toString(),
+        sObject.getField("Description").toString(),
+        //CrmTask.Status.valueOf(sObject.getField("Status").toString()),
+        null,
+        //CrmTask.Priority.valueOf(sObject.getField("Priority").toString())
+        null,
+        null);
+    crmTask.id = sObject.getId();
+    return crmTask;
+  }
+
+  private CrmTask toCrmTask(CrmActivity crmActivity) {
+    CrmTask crmTask = new CrmTask();
+    crmTask.id = crmActivity.id;
+    crmTask.subject = crmActivity.type.name();
+    if (!Strings.isNullOrEmpty(crmActivity.conversationId)) {
+      crmTask.subject = crmTask.subject + ":" + crmActivity.conversationId;
+    }
+    if (CollectionUtils.isNotEmpty(crmActivity.messageIds)) {
+      crmTask.description = crmActivity.messageIds.stream()
+          .collect(Collectors.joining(","));
+    }
+
+    crmTask.assignTo = env.getConfig().salesforce.defaultTaskAssignee;
+    crmTask.status = CrmTask.Status.TO_DO;
+    crmTask.priority = CrmTask.Priority.MEDIUM;
+
+    return crmTask;
+  }
+
+  private CrmActivity toCrmActivity(CrmTask crmTask) {
+    CrmActivity crmActivity = new CrmActivity();
+
+    crmActivity.id = crmTask.id;
+    crmActivity.targetId = crmTask.targetId;
+    crmActivity.assignTo = crmTask.assignTo;
+
+    String subject = crmTask.subject;
+    String[] split = subject.split(":");
+
+    crmActivity.type = CrmActivity.Type.valueOf(split[0]);
+    if (split.length > 1) {
+      crmActivity.conversationId = split[1];
+    }
+    if (!Strings.isNullOrEmpty(crmTask.description)) {
+      crmActivity.messageIds = Splitter.on(",")
+          .trimResults()
+          .splitToList(crmTask.description);
+    }
+
+    return crmActivity;
+  }
+
   @Override
   public List<CrmCustomField> insertCustomFields(String layoutName, List<CrmCustomField> crmCustomFields) {
     try {
@@ -269,6 +355,9 @@ public EnvironmentConfig.CRMFieldDefinitions getFieldDefinitions() {
   }
 
   protected void setTaskFields(SObject task, CrmTask crmTask) {
+    if (crmTask != null) {
+      task.setField("Id", crmTask.id);
+    }
     task.setField("WhoId", crmTask.targetId);
     task.setField("OwnerId", crmTask.assignTo);
     task.setField("Subject", crmTask.subject);