296 lines
9.7 KiB
JavaScript
296 lines
9.7 KiB
JavaScript
#!/usr/bin/env bun
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/**
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* Twenty CRM setup script — configure pipeline stages and custom fields.
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* Run inside the rspace container:
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* docker exec rspace-online bun /app/scripts/twenty-setup.js
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*/
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const TOKEN = process.env.TWENTY_API_TOKEN;
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const BASE = process.env.TWENTY_API_URL || "http://twenty-ch-server:3000";
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if (!TOKEN) {
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// Fallback: read from /proc/1/environ
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const fs = require("fs");
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try {
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const env = fs.readFileSync("/proc/1/environ", "utf8");
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const match = env.split("\0").find(e => e.startsWith("TWENTY_API_TOKEN="));
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if (match) {
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var FALLBACK_TOKEN = match.split("=").slice(1).join("=");
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}
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} catch {}
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if (!FALLBACK_TOKEN) {
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console.error("TWENTY_API_TOKEN not set");
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process.exit(1);
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}
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var API_TOKEN = FALLBACK_TOKEN;
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} else {
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var API_TOKEN = TOKEN;
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}
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async function gqlMetadata(query, variables) {
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const r = await fetch(BASE + "/metadata", {
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method: "POST",
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headers: {
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Authorization: "Bearer " + API_TOKEN,
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"Content-Type": "application/json",
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},
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body: JSON.stringify({ query, variables }),
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});
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const d = await r.json();
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if (d.errors) {
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console.error("GraphQL error:", JSON.stringify(d.errors, null, 2));
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}
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return d.data;
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}
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async function gqlApi(query, variables) {
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const r = await fetch(BASE + "/api/graphql", {
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method: "POST",
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headers: {
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Authorization: "Bearer " + API_TOKEN,
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"Content-Type": "application/json",
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},
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body: JSON.stringify({ query, variables }),
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});
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const d = await r.json();
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if (d.errors) {
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console.error("API GraphQL error:", JSON.stringify(d.errors, null, 2));
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}
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return d.data;
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}
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// ── Step 1: Find object IDs ──
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async function getObjectId(nameSingular) {
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const data = await gqlMetadata(`{
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objects(paging: { first: 100 }) {
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edges {
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node { id nameSingular }
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}
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}
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}`);
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const obj = data.objects.edges.find(e => e.node.nameSingular === nameSingular);
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return obj ? obj.node.id : null;
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}
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// ── Step 2: Get existing fields for an object ──
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async function getFields(objectId) {
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const data = await gqlMetadata(`
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query GetFields($id: UUID!) {
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object(id: $id) {
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id
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nameSingular
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fields {
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edges {
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node {
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id
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name
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label
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type
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isCustom
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options
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defaultValue
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}
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}
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}
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}
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}
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`, { id: objectId });
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return data.object;
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}
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// ── Step 3: Update stage field options ──
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async function updateFieldOptions(fieldId, options, defaultValue) {
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const update = { options };
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if (defaultValue !== undefined) {
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update.defaultValue = defaultValue;
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}
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const data = await gqlMetadata(`
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mutation UpdateField($input: UpdateOneFieldMetadataInput!) {
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updateOneField(input: $input) {
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id
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name
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options
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defaultValue
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}
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}
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`, {
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input: {
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id: fieldId,
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update,
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},
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});
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return data ? data.updateOneField : null;
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}
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// ── Step 4: Create custom field ──
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async function createField(objectId, fieldDef) {
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const data = await gqlMetadata(`
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mutation CreateField($input: CreateOneFieldMetadataInput!) {
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createOneField(input: $input) {
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id
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name
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label
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type
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}
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}
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`, {
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input: {
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field: {
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objectMetadataId: objectId,
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...fieldDef,
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},
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},
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});
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return data.createOneField;
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}
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// ══════════════════════════════════════════
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// PIPELINE STAGES
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// ══════════════════════════════════════════
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const PIPELINE_STAGES = [
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{ label: "New Lead", value: "NEW_LEAD", color: "#1E90FF", position: 0 },
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{ label: "Contacted", value: "CONTACTED", color: "#EAB308", position: 1 },
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{ label: "Qualified", value: "QUALIFIED", color: "#F97316", position: 2 },
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{ label: "Offer Sent", value: "OFFER_SENT", color: "#8B5CF6", position: 3 },
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{ label: "Confirmed", value: "CONFIRMED", color: "#14B8A6", position: 4 },
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{ label: "Won", value: "WON", color: "#22C55E", position: 5 },
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{ label: "Lost / Not Now", value: "LOST_NOT_NOW", color: "#EF4444", position: 6 },
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];
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// ══════════════════════════════════════════
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// CUSTOM FIELDS
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// ══════════════════════════════════════════
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const OPPORTUNITY_FIELDS = [
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{ name: "eventDatesPreferred", label: "Event Dates (preferred)", type: "DATE" },
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{ name: "eventDatesFlexible", label: "Event Dates (flexible range)", type: "TEXT" },
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{ name: "groupSize", label: "Group Size", type: "NUMBER" },
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{ name: "needsAccommodation", label: "Needs: Accommodation", type: "BOOLEAN", defaultValue: false },
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{ name: "needsCatering", label: "Needs: Catering", type: "BOOLEAN", defaultValue: false },
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{ name: "needsRooms", label: "Needs: Rooms", type: "BOOLEAN", defaultValue: false },
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{ name: "needsAV", label: "Needs: AV", type: "BOOLEAN", defaultValue: false },
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{ name: "nextActionDate", label: "Next Action Date", type: "DATE" },
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{ name: "followUpDate", label: "Follow-up Date", type: "DATE" },
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{ name: "lostReason", label: "Lost Reason", type: "TEXT" },
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];
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const COMPANY_FIELDS = [
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{
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name: "leadSource",
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label: "Lead Source",
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type: "SELECT",
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options: [
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{ label: "Website", value: "WEBSITE", color: "#3B82F6", position: 0 },
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{ label: "Referral", value: "REFERRAL", color: "#22C55E", position: 1 },
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{ label: "Event", value: "EVENT", color: "#8B5CF6", position: 2 },
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{ label: "Cold Outreach", value: "COLD_OUTREACH", color: "#F97316", position: 3 },
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{ label: "Social Media", value: "SOCIAL_MEDIA", color: "#06B6D4", position: 4 },
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{ label: "Other", value: "OTHER", color: "#6B7280", position: 5 },
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],
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},
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{ name: "lastTouchDate", label: "Last Touch Date", type: "DATE" },
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];
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// ══════════════════════════════════════════
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// MAIN
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// ══════════════════════════════════════════
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(async () => {
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console.log("=== Twenty CRM Setup ===\n");
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// 1. Get object IDs
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const oppId = await getObjectId("opportunity");
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const compId = await getObjectId("company");
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console.log("Opportunity object:", oppId);
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console.log("Company object:", compId);
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if (!oppId || !compId) {
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console.error("Could not find opportunity or company objects");
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process.exit(1);
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}
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// 2. Get current opportunity fields
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const oppObj = await getFields(oppId);
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const existingOppFields = oppObj.fields.edges.map(e => e.node);
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console.log("\nExisting opportunity fields:", existingOppFields.map(f => f.name).join(", "));
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// 3. Find and update the stage field
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const stageField = existingOppFields.find(f => f.name === "stage");
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if (stageField) {
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console.log("\nCurrent stage options:", JSON.stringify(stageField.options, null, 2));
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console.log("\nUpdating pipeline stages...");
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// Default value must match one of the new option values (Twenty wraps in quotes)
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const updated = await updateFieldOptions(stageField.id, PIPELINE_STAGES, "'NEW_LEAD'");
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if (updated) {
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console.log("Pipeline stages updated:", updated.options.map(o => o.label).join(" → "));
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}
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} else {
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console.log("\nWARNING: No 'stage' field found on opportunity object");
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}
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// 4. Create custom fields on Opportunity
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console.log("\n--- Creating Opportunity custom fields ---");
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for (const fieldDef of OPPORTUNITY_FIELDS) {
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const exists = existingOppFields.find(f => f.name === fieldDef.name);
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if (exists) {
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console.log(" SKIP (exists): " + fieldDef.name);
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continue;
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}
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const input = {
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name: fieldDef.name,
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label: fieldDef.label,
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type: fieldDef.type,
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description: "",
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};
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if (fieldDef.defaultValue !== undefined) {
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input.defaultValue = fieldDef.defaultValue;
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}
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if (fieldDef.options) {
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input.options = fieldDef.options;
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}
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try {
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const created = await createField(oppId, input);
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if (created) {
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console.log(" CREATED: " + created.name + " (" + created.type + ")");
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} else {
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console.log(" FAILED: " + fieldDef.name);
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}
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} catch (e) {
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console.log(" ERROR: " + fieldDef.name + " - " + e.message);
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}
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}
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// 5. Create custom fields on Company
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console.log("\n--- Creating Company custom fields ---");
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const compObj = await getFields(compId);
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const existingCompFields = compObj.fields.edges.map(e => e.node);
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console.log("Existing company fields:", existingCompFields.map(f => f.name).join(", "));
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for (const fieldDef of COMPANY_FIELDS) {
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const exists = existingCompFields.find(f => f.name === fieldDef.name);
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if (exists) {
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console.log(" SKIP (exists): " + fieldDef.name);
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continue;
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}
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const input = {
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name: fieldDef.name,
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label: fieldDef.label,
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type: fieldDef.type,
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description: "",
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};
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if (fieldDef.options) {
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input.options = fieldDef.options;
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}
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try {
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const created = await createField(compId, input);
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if (created) {
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console.log(" CREATED: " + created.name + " (" + created.type + ")");
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} else {
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console.log(" FAILED: " + fieldDef.name);
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}
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} catch (e) {
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console.log(" ERROR: " + fieldDef.name + " - " + e.message);
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}
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}
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console.log("\n=== Setup complete ===");
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})();
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