From 00073516021acf9ecbb463a8453bcdfa779f05c7 Mon Sep 17 00:00:00 2001
From: Eric <eashaw@sailsjs.com>
Date: Thu, 22 Aug 2024 12:34:13 -0600
Subject: [PATCH] Website: send start flow responses to CRM (#21485)

Changes:
- Updated save-questionnaire-progress to send a formatted string of a
user's start questionnaire responses to the
update-or-create-contact-and-account helper
- Updated the update-or-create-contact-and-account helper to set
getStartedResponses on contact records.
---
 .../save-questionnaire-progress.js            | 21 +++++++++++++------
 .../update-or-create-contact-and-account.js   |  9 +++++++-
 2 files changed, 23 insertions(+), 7 deletions(-)

diff --git a/website/api/controllers/save-questionnaire-progress.js b/website/api/controllers/save-questionnaire-progress.js
index 0b1e09fad5..d2106c9c20 100644
--- a/website/api/controllers/save-questionnaire-progress.js
+++ b/website/api/controllers/save-questionnaire-progress.js
@@ -187,7 +187,20 @@ module.exports = {
         psychologicalStage = '2 - Aware';
       }//fi
     }//fi
-
+    // Set the user's answer to the current step.
+    questionnaireProgress[currentStep] = formData;
+    // Clone the questionnaireProgress to prevent any mutations from sending it through the updateOne Waterline method.
+    let getStartedProgress = _.clone(questionnaireProgress);
+    let questionnaireProgressAsAFormattedString = undefined;// Default to undefined.
+    // Using a try catch block to handle errors from JSON.stringify.
+    try {
+      questionnaireProgressAsAFormattedString = JSON.stringify(getStartedProgress)
+      .replace(/[\{|\}|"]/g, '')// Remove the curly braces and quotation marks wrapping JSON objects
+      .replace(/,/g, '\n')// Replace commas with newlines.
+      .replace(/:\w+:/g, ':\t');// Replace the key from the formData with a color and tab, (e.g., what-are-you-using-fleet-for:primaryBuyingSituation:eo-security, » what-are-you-using-fleet-for:   eo-security)
+    } catch(err){
+      sails.log.warn(`When converting a user's (email: ${this.req.me.emailAddress}) getStartedQuestionnaireAnswers to a formatted string to send to the CRM, and error occurred`, err);
+    }
     // Only update CRM records if the user's psychological stage changes.
     if(psychologicalStage !== userRecord.psychologicalStage) {
       // Update the psychologicalStageLastChangedAt timestamp if the user's psychological stage
@@ -199,6 +212,7 @@ module.exports = {
         primaryBuyingSituation: primaryBuyingSituation === 'eo-security' ? 'Endpoint operations - Security' : primaryBuyingSituation === 'eo-it' ? 'Endpoint operations - IT' : primaryBuyingSituation === 'mdm' ? 'Device management (MDM)' : primaryBuyingSituation === 'vm' ? 'Vulnerability management' : undefined,
         organization: this.req.me.organization,
         psychologicalStage,
+        getStartedResponses: questionnaireProgressAsAFormattedString,
         contactSource: 'Website - Sign up',
       }).exec((err)=>{
         if(err){
@@ -207,11 +221,6 @@ module.exports = {
         return;
       });
     }//fi
-    // TODO: send all other answers to Salesforce (when there are fields for them)
-    // Set the user's answer to the current step.
-    questionnaireProgress[currentStep] = formData;
-    // Clone the questionnaireProgress to prevent any mutations from sending it through the updateOne Waterline method.
-    let getStartedProgress = _.clone(questionnaireProgress);
     // Update the user's database model.
     await User.updateOne({id: userRecord.id})
     .set({
diff --git a/website/api/helpers/salesforce/update-or-create-contact-and-account.js b/website/api/helpers/salesforce/update-or-create-contact-and-account.js
index 8c483c83bb..208e48f406 100644
--- a/website/api/helpers/salesforce/update-or-create-contact-and-account.js
+++ b/website/api/helpers/salesforce/update-or-create-contact-and-account.js
@@ -37,6 +37,10 @@ module.exports = {
         'Website - Sign up',
       ],
     },
+    getStartedResponses: {
+      type: 'string',
+    }
+
   },
 
 
@@ -52,7 +56,7 @@ module.exports = {
   },
 
 
-  fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage, contactSource, description}) {
+  fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage, contactSource, description, getStartedResponses}) {
     // Return undefined if we're not running in a production environment.
     if(sails.config.environment !== 'production') {
       sails.log.verbose('Skipping Salesforce integration...');
@@ -96,6 +100,9 @@ module.exports = {
     if(psychologicalStage) {
       valuesToSet.Stage__c = psychologicalStage;// eslint-disable-line camelcase
     }
+    if(getStartedResponses) {
+      valuesToSet.Website_questionnaire_answers__c = getStartedResponses;// eslint-disable-line camelcase
+    }
     if(description) {
       valuesToSet.Description = description;
     }