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Pipedrive - search-notes & remove-duplicate-notes actions #17045
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145 changes: 145 additions & 0 deletions
145
components/pipedrive/actions/remove-duplicate-notes/remove-duplicate-notes.mjs
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,145 @@ | ||
| import pipedriveApp from "../../pipedrive.app.mjs"; | ||
|
|
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| export default { | ||
| key: "pipedrive-remove-duplicate-notes", | ||
| name: "Remove Duplicate Notes", | ||
| 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)", | ||
| version: "0.0.1", | ||
| type: "action", | ||
| props: { | ||
| pipedriveApp, | ||
| leadId: { | ||
| propDefinition: [ | ||
| pipedriveApp, | ||
| "leadId", | ||
| ], | ||
| description: "The ID of the lead that the notes are attached to", | ||
| }, | ||
| dealId: { | ||
| propDefinition: [ | ||
| pipedriveApp, | ||
| "dealId", | ||
| ], | ||
| description: "The ID of the deal that the notes are attached to", | ||
| }, | ||
| personId: { | ||
| propDefinition: [ | ||
| pipedriveApp, | ||
| "personId", | ||
| ], | ||
| description: "The ID of the person that the notes are attached to", | ||
| }, | ||
| organizationId: { | ||
| propDefinition: [ | ||
| pipedriveApp, | ||
| "organizationId", | ||
| ], | ||
| description: "The ID of the organization that the notes are attached to", | ||
| }, | ||
| userId: { | ||
| propDefinition: [ | ||
| pipedriveApp, | ||
| "userId", | ||
| ], | ||
| description: "The ID of the user that the notes are attached to", | ||
| }, | ||
| projectId: { | ||
| propDefinition: [ | ||
| pipedriveApp, | ||
| "projectId", | ||
| ], | ||
| description: "The ID of the project that the notes are attached to", | ||
| }, | ||
| keyword: { | ||
| type: "string", | ||
| label: "Keyword", | ||
| description: "Only remove duplicate notes that contain the specified keyword(s)", | ||
| optional: true, | ||
| }, | ||
| }, | ||
| methods: { | ||
| getDuplicateNotes(notes) { | ||
| const seenContent = new Map(); | ||
| const uniqueNotes = []; | ||
| const duplicates = []; | ||
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| // Sort notes by add_time (ascending) to keep the oldest duplicate | ||
| const sortedNotes = notes.sort((a, b) => { | ||
| const dateA = new Date(a.add_time); | ||
| const dateB = new Date(b.add_time); | ||
| return dateA - dateB; | ||
| }); | ||
|
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| for (const note of sortedNotes) { | ||
| // Normalize content by removing extra whitespace and converting to lowercase | ||
| const normalizedContent = note.content?.trim().toLowerCase(); | ||
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| if (!normalizedContent) { | ||
| // Skip notes with empty content | ||
| continue; | ||
| } | ||
|
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| if (seenContent.has(normalizedContent)) { | ||
| // This is a duplicate | ||
| duplicates.push({ | ||
| duplicate: note, | ||
| original: seenContent.get(normalizedContent), | ||
| }); | ||
| } else { | ||
| // This is the first occurrence | ||
| seenContent.set(normalizedContent, note); | ||
| uniqueNotes.push(note); | ||
| } | ||
| } | ||
|
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| return { | ||
| uniqueNotes, | ||
| duplicates, | ||
| duplicateCount: duplicates.length, | ||
| }; | ||
| }, | ||
| }, | ||
| async run({ $ }) { | ||
| let notes = await this.pipedriveApp.getPaginatedResources({ | ||
| fn: this.pipedriveApp.getNotes, | ||
| params: { | ||
| user_id: this.userId, | ||
| lead_id: this.leadId, | ||
| deal_id: this.dealId, | ||
| person_id: this.personId, | ||
| org_id: this.organizationId, | ||
| project_id: this.projectId, | ||
| }, | ||
| }); | ||
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|
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| if (this.keyword) { | ||
| notes = notes.filter((note) => | ||
| note.content.toLowerCase().includes(this.keyword.toLowerCase())); | ||
| } | ||
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|
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|
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| let result = { | ||
| notes, | ||
| totalNotes: notes.length, | ||
| }; | ||
|
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| const { | ||
| uniqueNotes, duplicates, duplicateCount, | ||
| } = this.getDuplicateNotes(notes); | ||
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| for (const note of duplicates) { | ||
| await this.pipedriveApp.deleteNote(note.duplicate.id); | ||
| } | ||
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|
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| result = { | ||
| notes: uniqueNotes, | ||
| totalNotes: uniqueNotes.length, | ||
| duplicatesFound: duplicateCount, | ||
| duplicates: duplicates, | ||
| originalCount: notes.length, | ||
| }; | ||
|
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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; | ||
| }, | ||
| }; | ||
179 changes: 179 additions & 0 deletions
179
components/pipedrive/actions/search-notes/search-notes.mjs
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,179 @@ | ||
| import pipedriveApp from "../../pipedrive.app.mjs"; | ||
|
|
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| export default { | ||
| key: "pipedrive-search-notes", | ||
| name: "Search Notes", | ||
| description: "Search for notes in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes)", | ||
| version: "0.0.1", | ||
| type: "action", | ||
| props: { | ||
| pipedriveApp, | ||
| searchTerm: { | ||
| type: "string", | ||
| label: "Search Term", | ||
| description: "The term to search for in the note content", | ||
| optional: true, | ||
| }, | ||
| leadId: { | ||
| propDefinition: [ | ||
| pipedriveApp, | ||
| "leadId", | ||
| ], | ||
| description: "The ID of the lead that the note is attached to", | ||
| }, | ||
| dealId: { | ||
| propDefinition: [ | ||
| pipedriveApp, | ||
| "dealId", | ||
| ], | ||
| description: "The ID of the deal that the note is attached to", | ||
| }, | ||
| personId: { | ||
| propDefinition: [ | ||
| pipedriveApp, | ||
| "personId", | ||
| ], | ||
| description: "The ID of the person that the note is attached to", | ||
| }, | ||
| organizationId: { | ||
| propDefinition: [ | ||
| pipedriveApp, | ||
| "organizationId", | ||
| ], | ||
| description: "The ID of the organization that the note is attached to", | ||
| }, | ||
| userId: { | ||
| propDefinition: [ | ||
| pipedriveApp, | ||
| "userId", | ||
| ], | ||
| description: "The ID of the user that the note is attached to", | ||
| }, | ||
| projectId: { | ||
| propDefinition: [ | ||
| pipedriveApp, | ||
| "projectId", | ||
| ], | ||
| description: "The ID of the project that the note is attached to", | ||
| }, | ||
| sortField: { | ||
| type: "string", | ||
| label: "Sort Field", | ||
| description: "The field name to sort by", | ||
| options: [ | ||
| "id", | ||
| "user_id", | ||
| "deal_id", | ||
| "org_id", | ||
| "person_id", | ||
| "content", | ||
| "add_time", | ||
| "update_time", | ||
| ], | ||
| optional: true, | ||
| }, | ||
| sortDirection: { | ||
| type: "string", | ||
| label: "Sort Direction", | ||
| description: "The direction to sort the results in", | ||
| options: [ | ||
| "ASC", | ||
| "DESC", | ||
| ], | ||
| default: "DESC", | ||
| optional: true, | ||
| }, | ||
| startDate: { | ||
| type: "string", | ||
| label: "Start Date", | ||
| description: "The date in format of YYYY-MM-DD from which notes to fetch", | ||
| optional: true, | ||
| }, | ||
| endDate: { | ||
| type: "string", | ||
| label: "End Date", | ||
| description: "The date in format of YYYY-MM-DD until which notes to fetch to", | ||
| optional: true, | ||
| }, | ||
| pinnedToLeadFlag: { | ||
| type: "boolean", | ||
| label: "Pinned to Lead Flag", | ||
| description: "If `true`, the results are filtered by note to lead pinning state", | ||
| optional: true, | ||
| }, | ||
| pinnedToDealFlag: { | ||
| type: "boolean", | ||
| label: "Pinned to Deal Flag", | ||
| description: "If `true`, the results are filtered by note to deal pinning state", | ||
| optional: true, | ||
| }, | ||
| pinnedToOrganizationFlag: { | ||
| type: "boolean", | ||
| label: "Pinned to Organization Flag", | ||
| description: "If `true`, the results are filtered by note to organization pinning state", | ||
| optional: true, | ||
| }, | ||
| pinnedToPersonFlag: { | ||
| type: "boolean", | ||
| label: "Pinned to Person Flag", | ||
| description: "If `true`, the results are filtered by note to person pinning state", | ||
| optional: true, | ||
| }, | ||
| pinnedToProjectFlag: { | ||
| type: "boolean", | ||
| label: "Pinned to Project Flag", | ||
| description: "If `true`, the results are filtered by note to project pinning state", | ||
| optional: true, | ||
| }, | ||
| maxResults: { | ||
| type: "integer", | ||
| label: "Max Results", | ||
| description: "The maximum number of results to return", | ||
| optional: true, | ||
| }, | ||
| }, | ||
| async run({ $ }) { | ||
| let notes = await this.pipedriveApp.getPaginatedResources({ | ||
| fn: this.pipedriveApp.getNotes, | ||
| params: { | ||
| user_id: this.userId, | ||
| lead_id: this.leadId, | ||
| deal_id: this.dealId, | ||
| person_id: this.personId, | ||
| org_id: this.organizationId, | ||
| project_id: this.projectId, | ||
| sort: this.sortField | ||
| ? `${this.sortField} ${this.sortDirection}` | ||
| : undefined, | ||
| pinned_to_lead_flag: this.pinnedToLeadFlag | ||
| ? 1 | ||
| : 0, | ||
| pinned_to_deal_flag: this.pinnedToDealFlag | ||
| ? 1 | ||
| : 0, | ||
| pinned_to_organization_flag: this.pinnedToOrganizationFlag | ||
| ? 1 | ||
| : 0, | ||
| pinned_to_person_flag: this.pinnedToPersonFlag | ||
| ? 1 | ||
| : 0, | ||
| pinned_to_project_flag: this.pinnedToProjectFlag | ||
| ? 1 | ||
| : 0, | ||
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|
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| start_date: this.startDate, | ||
| end_date: this.endDate, | ||
| }, | ||
| max: this.maxResults, | ||
| }); | ||
|
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| if (this.searchTerm) { | ||
| notes = notes.filter((note) => | ||
| note.content.toLowerCase().includes(this.searchTerm.toLowerCase())); | ||
| } | ||
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|
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|
|
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| $.export("$summary", `Successfully found ${notes.length} note${notes.length === 1 | ||
| ? "" | ||
| : "s"}`); | ||
| return notes; | ||
| }, | ||
| }; | ||
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