feat: Implement Salesforce Nonprofit Cloud CRM integration and Real-Time Data Processing system
- Added SalesforceConnector for handling Salesforce authentication, case creation, and updates. - Integrated real-time processing capabilities with StudentAssistanceAI and Salesforce. - Implemented WebSocket support for real-time updates and request handling. - Enhanced metrics tracking for processing performance and sync status. - Added error handling and retry logic for processing requests. - Created factory function for easy initialization of RealTimeProcessor with default configurations.
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defiQUG
312
src/crm/SalesforceConnector.ts
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312
src/crm/SalesforceConnector.ts
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// Phase 3B: Salesforce Nonprofit Cloud CRM Integration
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import type { StudentRequest, MatchResult } from '../ai/types'
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export interface SalesforceConfig {
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instanceUrl: string
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clientId: string
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clientSecret: string
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username: string
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password: string
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securityToken: string
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apiVersion: string
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}
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export interface SalesforceContact {
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Id: string
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Name: string
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Email: string
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Phone: string
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Account: {
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Id: string
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Name: string
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}
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}
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export interface SalesforceCase {
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Id: string
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Subject: string
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Description: string
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Status: 'New' | 'In Progress' | 'Closed' | 'Escalated'
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Priority: 'Low' | 'Medium' | 'High' | 'Critical'
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ContactId: string
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CaseNumber: string
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CreatedDate: string
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LastModifiedDate: string
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}
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export interface NPSPAllocation {
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Id: string
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Amount: number
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GAU__c: string // General Accounting Unit
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Opportunity__c: string
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Percent: number
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}
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class SalesforceConnector {
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private config: SalesforceConfig
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private accessToken: string | null = null
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private instanceUrl: string = ''
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constructor(config: SalesforceConfig) {
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this.config = config
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this.instanceUrl = config.instanceUrl
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}
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// Authentication with Salesforce
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async authenticate(): Promise<boolean> {
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try {
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const response = await fetch(`${this.config.instanceUrl}/services/oauth2/token`, {
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method: 'POST',
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headers: {
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'Content-Type': 'application/x-www-form-urlencoded'
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},
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body: new URLSearchParams({
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grant_type: 'password',
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client_id: this.config.clientId,
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client_secret: this.config.clientSecret,
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username: this.config.username,
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password: this.config.password + this.config.securityToken
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})
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})
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if (!response.ok) {
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throw new Error(`Authentication failed: ${response.statusText}`)
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}
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const data = await response.json()
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this.accessToken = data.access_token
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this.instanceUrl = data.instance_url
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return true
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} catch (error) {
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console.error('Salesforce authentication error:', error)
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return false
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}
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}
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// Create assistance request case in Salesforce
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async createAssistanceCase(request: StudentRequest): Promise<string | null> {
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if (!this.accessToken) {
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await this.authenticate()
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}
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try {
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const caseData = {
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Subject: `Student Assistance Request - ${request.category}`,
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Description: this.formatRequestDescription(request),
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Status: 'New',
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Priority: this.determinePriority(request),
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Origin: 'AI Portal',
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Type: 'Student Assistance',
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// Custom fields for nonprofit
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Student_Name__c: request.studentName,
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Student_ID__c: request.studentId,
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Need_Category__c: request.category,
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Urgency_Level__c: request.urgency,
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Location_City__c: request.location.city,
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Location_State__c: request.location.state,
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Location_Zip__c: request.location.zipCode
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}
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const response = await fetch(`${this.instanceUrl}/services/data/v${this.config.apiVersion}/sobjects/Case`, {
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method: 'POST',
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headers: {
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'Authorization': `Bearer ${this.accessToken}`,
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'Content-Type': 'application/json'
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},
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body: JSON.stringify(caseData)
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})
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if (!response.ok) {
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throw new Error(`Failed to create case: ${response.statusText}`)
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}
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const result = await response.json()
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return result.id
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} catch (error) {
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console.error('Error creating Salesforce case:', error)
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return null
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}
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}
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// Update case with AI matching results
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async updateCaseWithMatching(caseId: string, matchResult: MatchResult): Promise<boolean> {
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if (!this.accessToken) {
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await this.authenticate()
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}
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try {
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const updateData = {
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AI_Match_Confidence__c: matchResult.confidenceScore,
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Recommended_Resource_Id__c: matchResult.resourceId,
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Recommended_Resource_Name__c: matchResult.resourceName,
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Resource_Type__c: matchResult.resourceType,
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Estimated_Impact__c: matchResult.estimatedImpact,
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Estimated_Cost__c: matchResult.estimatedCost,
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Fulfillment_Timeline__c: matchResult.fulfillmentTimeline,
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Last_AI_Update__c: new Date().toISOString()
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}
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const response = await fetch(`${this.instanceUrl}/services/data/v${this.config.apiVersion}/sobjects/Case/${caseId}`, {
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method: 'PATCH',
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headers: {
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'Authorization': `Bearer ${this.accessToken}`,
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'Content-Type': 'application/json'
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},
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body: JSON.stringify(updateData)
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})
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return response.ok
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} catch (error) {
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console.error('Error updating Salesforce case:', error)
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return false
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}
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}
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// Get nonprofit contacts (volunteers, donors, partners)
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async getContacts(recordType?: string): Promise<SalesforceContact[]> {
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if (!this.accessToken) {
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await this.authenticate()
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}
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try {
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let query = `SELECT Id, Name, Email, Phone, Account.Id, Account.Name FROM Contact`
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if (recordType) {
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query += ` WHERE RecordType.Name = '${recordType}'`
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}
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const response = await fetch(
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`${this.instanceUrl}/services/data/v${this.config.apiVersion}/query?q=${encodeURIComponent(query)}`,
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{
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headers: {
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'Authorization': `Bearer ${this.accessToken}`
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}
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}
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)
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if (!response.ok) {
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throw new Error(`Failed to fetch contacts: ${response.statusText}`)
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}
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const data = await response.json()
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return data.records
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} catch (error) {
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console.error('Error fetching Salesforce contacts:', error)
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return []
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}
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}
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// Create NPSP allocation for resource tracking
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async createResourceAllocation(opportunityId: string, amount: number, gauId: string): Promise<string | null> {
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if (!this.accessToken) {
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await this.authenticate()
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}
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try {
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const allocationData = {
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Amount__c: amount,
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GAU__c: gauId,
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Opportunity__c: opportunityId,
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Percent__c: 100
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}
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const response = await fetch(`${this.instanceUrl}/services/data/v${this.config.apiVersion}/sobjects/Allocation__c`, {
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method: 'POST',
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headers: {
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'Authorization': `Bearer ${this.accessToken}`,
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'Content-Type': 'application/json'
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},
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body: JSON.stringify(allocationData)
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})
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if (!response.ok) {
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throw new Error(`Failed to create allocation: ${response.statusText}`)
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}
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const result = await response.json()
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return result.id
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} catch (error) {
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console.error('Error creating resource allocation:', error)
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return null
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}
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}
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// Get donation opportunities for matching
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async getDonationOpportunities(category?: string): Promise<any[]> {
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if (!this.accessToken) {
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await this.authenticate()
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}
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try {
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let query = `SELECT Id, Name, Amount, StageName, CloseDate, Account.Name
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FROM Opportunity
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WHERE StageName IN ('Pledged', 'Posted')
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AND CloseDate >= TODAY`
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if (category) {
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query += ` AND Category__c = '${category}'`
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}
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const response = await fetch(
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`${this.instanceUrl}/services/data/v${this.config.apiVersion}/query?q=${encodeURIComponent(query)}`,
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{
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headers: {
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'Authorization': `Bearer ${this.accessToken}`
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}
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}
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)
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if (!response.ok) {
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throw new Error(`Failed to fetch opportunities: ${response.statusText}`)
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}
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const data = await response.json()
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return data.records
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} catch (error) {
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console.error('Error fetching donation opportunities:', error)
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return []
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}
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}
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private formatRequestDescription(request: StudentRequest): string {
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return `
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AI-Generated Student Assistance Request
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Student Information:
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- Name: ${request.studentName}
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- ID: ${request.studentId}
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- Location: ${request.location.city}, ${request.location.state} ${request.location.zipCode}
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Request Details:
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- Category: ${request.category}
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- Urgency: ${request.urgency}
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- Description: ${request.description}
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Additional Information:
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- Estimated Cost: $${request.estimatedCost || 0}
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- Required Skills: ${request.requiredSkills?.join(', ') || 'None specified'}
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- Deadline: ${request.deadline ? new Date(request.deadline).toLocaleDateString() : 'Not specified'}
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Submission Details:
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- Submitted: ${new Date(request.submittedAt).toLocaleString()}
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- Request ID: ${request.id}
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`.trim()
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}
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private determinePriority(request: StudentRequest): 'Low' | 'Medium' | 'High' | 'Critical' {
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switch (request.urgency) {
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case 'emergency':
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return 'Critical'
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case 'high':
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return 'High'
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case 'medium':
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return 'Medium'
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case 'low':
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default:
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return 'Low'
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}
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}
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}
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export { SalesforceConnector }
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