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Pipedrive - search-notes & remove-duplicate-notes actions (#17045)
* new actions * pnpm-lock.yaml * updates * update * update * pnpm-lock.yaml * remove console.log
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18 files changed

+393
-19
lines changed

18 files changed

+393
-19
lines changed

‎components/pipedrive/actions/add-activity/add-activity.mjs

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@@ -7,7 +7,7 @@ export default {
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key: "pipedrive-add-activity",
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name: "Add Activity",
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description: "Adds a new activity. Includes `more_activities_scheduled_in_context` property in response's `additional_data` which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities [here](https://developers.pipedrive.com/docs/api/v1/#!/Activities). For info on [adding an activity in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Activities#addActivity)",
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version: "0.1.9",
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version: "0.1.10",
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type: "action",
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props: {
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pipedriveApp,

‎components/pipedrive/actions/add-deal/add-deal.mjs

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@@ -5,7 +5,7 @@ export default {
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key: "pipedrive-add-deal",
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name: "Add Deal",
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description: "Adds a new deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#addDeal)",
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version: "0.1.9",
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version: "0.1.10",
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type: "action",
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props: {
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pipedriveApp,

‎components/pipedrive/actions/add-lead/add-lead.mjs

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@@ -6,7 +6,7 @@ export default {
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key: "pipedrive-add-lead",
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name: "Add Lead",
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description: "Create a new lead in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Leads#addLead)",
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version: "0.0.3",
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version: "0.0.4",
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type: "action",
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props: {
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pipedrive,

‎components/pipedrive/actions/add-note/add-note.mjs

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@@ -5,7 +5,7 @@ export default {
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key: "pipedrive-add-note",
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name: "Add Note",
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description: "Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)",
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version: "0.0.7",
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version: "0.0.8",
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type: "action",
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props: {
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pipedriveApp,

‎components/pipedrive/actions/add-organization/add-organization.mjs

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@@ -5,7 +5,7 @@ export default {
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key: "pipedrive-add-organization",
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name: "Add Organization",
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description: "Adds a new organization. See the Pipedrive API docs for Organizations [here](https://developers.pipedrive.com/docs/api/v1/Organizations#addOrganization)",
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version: "0.1.9",
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version: "0.1.10",
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type: "action",
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props: {
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pipedriveApp,

‎components/pipedrive/actions/add-person/add-person.mjs

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@@ -6,7 +6,7 @@ export default {
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key: "pipedrive-add-person",
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name: "Add Person",
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description: "Adds a new person. See the Pipedrive API docs for People [here](https://developers.pipedrive.com/docs/api/v1/Persons#addPerson)",
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version: "0.1.9",
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version: "0.1.10",
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type: "action",
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props: {
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pipedriveApp,

‎components/pipedrive/actions/remove-duplicate-notes/remove-duplicate-notes.mjs

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import pipedriveApp from "../../pipedrive.app.mjs";
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import { decode } from "html-entities";
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export default {
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key: "pipedrive-remove-duplicate-notes",
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name: "Remove Duplicate Notes",
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description: "Remove duplicate notes from an object in Pipedrive. See the documentation for [getting notes](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes) and [deleting notes](https://developers.pipedrive.com/docs/api/v1/Notes#deleteNote)",
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version: "0.0.1",
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type: "action",
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props: {
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pipedriveApp,
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leadId: {
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propDefinition: [
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pipedriveApp,
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"leadId",
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],
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description: "The ID of the lead that the notes are attached to",
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},
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dealId: {
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propDefinition: [
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pipedriveApp,
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"dealId",
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],
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description: "The ID of the deal that the notes are attached to",
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},
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personId: {
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propDefinition: [
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pipedriveApp,
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"personId",
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],
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description: "The ID of the person that the notes are attached to",
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},
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organizationId: {
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propDefinition: [
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pipedriveApp,
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"organizationId",
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],
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description: "The ID of the organization that the notes are attached to",
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},
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userId: {
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propDefinition: [
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pipedriveApp,
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"userId",
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],
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description: "The ID of the user that the notes are attached to",
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},
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projectId: {
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propDefinition: [
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pipedriveApp,
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"projectId",
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],
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description: "The ID of the project that the notes are attached to",
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},
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keyword: {
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type: "string",
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label: "Keyword",
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description: "Only remove duplicate notes that contain the specified keyword(s)",
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optional: true,
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},
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},
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methods: {
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getDuplicateNotes(notes) {
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const seenContent = new Map();
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const uniqueNotes = [];
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const duplicates = [];
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// Sort notes by add_time (ascending) to keep the oldest duplicate
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const sortedNotes = notes.sort((a, b) => {
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const dateA = new Date(a.add_time);
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const dateB = new Date(b.add_time);
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return dateA - dateB;
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});
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for (const note of sortedNotes) {
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// Normalize content by removing extra whitespace and converting to lowercase
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const decodedContent = decode(note.content || "");
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const normalizedContent = decodedContent?.replace(/^\s*<br\s*\/?>|<br\s*\/?>\s*$/gi, "").trim()
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.toLowerCase();
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if (!normalizedContent) {
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// Skip notes with empty content
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continue;
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}
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if (seenContent.has(normalizedContent)) {
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// This is a duplicate
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duplicates.push({
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duplicate: note,
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original: seenContent.get(normalizedContent),
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});
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} else {
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// This is the first occurrence
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seenContent.set(normalizedContent, note);
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uniqueNotes.push(note);
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}
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}
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return {
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uniqueNotes,
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duplicates,
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duplicateCount: duplicates.length,
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};
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},
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},
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async run({ $ }) {
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let notes = await this.pipedriveApp.getPaginatedResources({
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fn: this.pipedriveApp.getNotes,
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params: {
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user_id: this.userId,
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lead_id: this.leadId,
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deal_id: this.dealId,
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person_id: this.personId,
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org_id: this.organizationId,
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project_id: this.projectId,
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},
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});
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if (this.keyword) {
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notes = notes.filter((note) =>
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note.content?.toLowerCase().includes(this.keyword.toLowerCase()));
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}
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let result = {
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notes,
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totalNotes: notes.length,
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};
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const {
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uniqueNotes, duplicates, duplicateCount,
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} = this.getDuplicateNotes(notes);
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for (const note of duplicates) {
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await this.pipedriveApp.deleteNote(note.duplicate.id);
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}
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result = {
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notes: uniqueNotes,
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totalNotes: uniqueNotes.length,
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duplicatesFound: duplicateCount,
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duplicates: duplicates,
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originalCount: notes.length,
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};
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$.export("$summary", `Found ${notes.length} total note(s), removed ${duplicateCount} duplicate(s), returning ${uniqueNotes.length} unique note(s)`);
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return result;
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},
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};

‎components/pipedrive/actions/search-notes/search-notes.mjs

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import pipedriveApp from "../../pipedrive.app.mjs";
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export default {
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key: "pipedrive-search-notes",
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name: "Search Notes",
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description: "Search for notes in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes)",
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version: "0.0.1",
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type: "action",
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props: {
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pipedriveApp,
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searchTerm: {
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type: "string",
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label: "Search Term",
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description: "The term to search for in the note content",
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optional: true,
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},
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leadId: {
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propDefinition: [
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pipedriveApp,
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"leadId",
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],
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description: "The ID of the lead that the note is attached to",
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},
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dealId: {
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propDefinition: [
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pipedriveApp,
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"dealId",
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],
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description: "The ID of the deal that the note is attached to",
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},
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personId: {
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propDefinition: [
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pipedriveApp,
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"personId",
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],
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description: "The ID of the person that the note is attached to",
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},
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organizationId: {
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propDefinition: [
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pipedriveApp,
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"organizationId",
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],
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description: "The ID of the organization that the note is attached to",
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},
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userId: {
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propDefinition: [
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pipedriveApp,
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"userId",
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],
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description: "The ID of the user that the note is attached to",
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},
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projectId: {
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propDefinition: [
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pipedriveApp,
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"projectId",
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],
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description: "The ID of the project that the note is attached to",
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},
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sortField: {
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type: "string",
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label: "Sort Field",
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description: "The field name to sort by",
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options: [
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"id",
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"user_id",
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"deal_id",
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"org_id",
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"person_id",
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"content",
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"add_time",
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"update_time",
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],
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optional: true,
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},
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sortDirection: {
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type: "string",
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label: "Sort Direction",
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description: "The direction to sort the results in",
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options: [
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"ASC",
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"DESC",
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],
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default: "DESC",
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optional: true,
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},
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startDate: {
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type: "string",
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label: "Start Date",
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description: "The date in format of YYYY-MM-DD from which notes to fetch",
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optional: true,
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},
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endDate: {
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type: "string",
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label: "End Date",
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description: "The date in format of YYYY-MM-DD until which notes to fetch to",
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optional: true,
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},
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pinnedToLeadFlag: {
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type: "boolean",
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label: "Pinned to Lead Flag",
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description: "If `true`, the results are filtered by note to lead pinning state",
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optional: true,
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},
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pinnedToDealFlag: {
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type: "boolean",
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label: "Pinned to Deal Flag",
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description: "If `true`, the results are filtered by note to deal pinning state",
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optional: true,
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},
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pinnedToOrganizationFlag: {
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type: "boolean",
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label: "Pinned to Organization Flag",
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description: "If `true`, the results are filtered by note to organization pinning state",
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optional: true,
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},
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pinnedToPersonFlag: {
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type: "boolean",
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label: "Pinned to Person Flag",
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description: "If `true`, the results are filtered by note to person pinning state",
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optional: true,
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},
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pinnedToProjectFlag: {
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type: "boolean",
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label: "Pinned to Project Flag",
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description: "If `true`, the results are filtered by note to project pinning state",
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optional: true,
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},
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maxResults: {
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type: "integer",
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label: "Max Results",
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description: "The maximum number of results to return",
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optional: true,
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},
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},
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async run({ $ }) {
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let notes = await this.pipedriveApp.getPaginatedResources({
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fn: this.pipedriveApp.getNotes,
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params: {
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user_id: this.userId,
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lead_id: this.leadId,
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deal_id: this.dealId,
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person_id: this.personId,
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org_id: this.organizationId,
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project_id: this.projectId,
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sort: this.sortField
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? `${this.sortField} ${this.sortDirection}`
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: undefined,
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pinned_to_lead_flag: this.pinnedToLeadFlag === true
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? 1
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: undefined,
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pinned_to_deal_flag: this.pinnedToDealFlag === true
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? 1
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: undefined,
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pinned_to_organization_flag: this.pinnedToOrganizationFlag === true
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? 1
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: undefined,
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pinned_to_person_flag: this.pinnedToPersonFlag === true
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? 1
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: undefined,
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pinned_to_project_flag: this.pinnedToProjectFlag === true
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? 1
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: undefined,
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start_date: this.startDate,
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end_date: this.endDate,
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},
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max: this.maxResults,
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});
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if (this.searchTerm) {
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notes = notes.filter((note) =>
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note.content?.toLowerCase().includes(this.searchTerm.toLowerCase()));
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}
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$.export("$summary", `Successfully found ${notes.length} note${notes.length === 1
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? ""
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: "s"}`);
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return notes;
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},
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};

‎components/pipedrive/actions/search-persons/search-persons.mjs

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@@ -7,7 +7,7 @@ export default {
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key: "pipedrive-search-persons",
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name: "Search persons",
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description: "Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs [here](https://developers.pipedrive.com/docs/api/v1/Persons#searchPersons)",
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version: "0.1.9",
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version: "0.1.10",
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type: "action",
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props: {
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pipedriveApp,

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