DiegoVictor/pipedeals

Listen to Pipedrive's deals events and send it to Bling, also expose a few endpoints that aggregates deals by day and total amout, retrieve reports and opportunities

Pipedeals

The main purpose of Pipedeals is listen to Pipedrive deal's won update event, prepare buy order data, save it on a database and finally send it to Bling's API. Also expose two resources, opportunities that are buy orders sent to Bling and reports that aggregates opportunities by day and amount (sum of products' prices in that day).

Table of Contents

• Installing
  • Configuring
    • MongoDB
    • .env
    • Pipedrive
      • Webhook
      • Custom Fields
      • Product
    • Bling's API Key
      • Permissions
• Usage
  • Error Handling
    • Errors Reference
  • Pagination
    • Link Header
    • X-Total-Count
  • Bearer Token
  • Versioning
  • Routes
    • Requests
• Running the tests
  • Coverage report

Installing

Easy peasy lemon squeezy:

$ yarn

Or:

$ npm install

Was installed and configured the eslint and prettier to keep the code clean and patterned.

Configuring

The application uses just one database: MongoDB. For the fastest setup is recommended to use docker-compose, you just need to up all services:

$ docker-compose up -d

MongoDB

Store opportunities sent to Bling, reports and the users utilized by application. If for any reason you would like to create a MongoDB container instead of use docker-compose, you can do it by running the following command:

$ docker run --name pipedeals-mongo -d -p 27017:27017 mongo

.env

In this file you may configure your MongoDB and Redis database connection, JWT settings, the environment, app's port, url to documentation (this will be returned with error responses, see error section) and Pipedrive and Bling's keys. Rename the .env.example in the root directory to .env then just update with your settings.

key	description	default
APP_PORT	Port number where the app will run.	3333
NODE_ENV	App environment.	development
JWT_SECRET	An alphanumeric random string. Used to create signed tokens.	-
JWT_EXPIRATION_TIME	How long time will be the token valid. See jsonwebtoken repo for more information.	7d
MONGO_URL	MongoDB's server url.	mongodb://mongo:27017/pipedeals
PIPEDRIVE_API_TOKEN	Pipedrive API's token. See How to find the API token for more information.	-
PIPEDRIVE_DOMAIN_NAME	Pipedrive domain name (company name), see How to get the company domain.	-
PIPEDRIVE_USER and PIPEDRIVE_PWD	Basic auth's user and password (respectively). Used to ensure that the deal's event is coming from Pipedrive webhook, see Webhook for more information about it.	-
BLING_API_KEY	Bling's api key. See Bling's API key section.	-
DOCS_URL	An url to docs where users can find more information about the app's internal code errors.	https://github.com/DiegoVictor/pipedeals#errors-reference

Pipedrive

Instructions to configure the Pipedrive's webhook, custom fields and products.

Webhook

Create a webhook to listen updated.deal event, remember to set a user (PIPEDRIVE_USER) and password (PIPEDRIVE_PWD), for more information see:

• Guide for Webhooks

The webhook's url should be something like:

https://<your-domain>/v1/pipedrive/events

If you are running the application local I recommend you to use ngrok to export a url to access the application. (e.g. https://25752eff.ngrok.io/v1/pipedrive/events)

Custom Fields

Bling make some fields mandatory, they are: Payment Method and Supplier, this application makes Parcels mandatory too. To create custom fields to deal on Pipedrive see Adding Custom Fields.

Parcels

Just create a field named Parcels, must be a number.

Supplier

Supplier, must be free text field.

Payment Method

Payment Method, must be unique option field.

Payments methods that not exists in Bling will be created before the opportunity be sent to it.

Product

Also you need to create a product and attach to deal, fill only the mandatory fields is enough (Product name and Unit price). For more information see Adding New Products.

Remember to link the product to deals, see how to do it in this article How can I link products to a deal?.

Bling's API Key

To get a Bling's API key, go to user list:

• Users

Then create a new user, select USUÁRIO API, copy the API key (maybe be necessary click on GERAR), configure the permissions, save the user, paste the API key in the BLING_API_KEY key in the .env file.

Permissions

The following permissions are necessary to the API user:

permissions	menu	description
Contas Contábeis, Notas Fiscais, NFCe and Pedidos de Venda	Vendas	Enable just one is enough. Allow to get lists and create payment methods.
Pedidos de Compra	Suprimentos	Allow to create new buy orders.

Usage

To start up the app run:

$ yarn start

Or:

$ npm run start

Then create new deals, make it pass through your funnel, etc, when you mark that deal as won the magic will happens :)

Error Handling

Instead of only throw a simple message and HTTP Status Code this API return friendly errors:

{
  "statusCode": 401,
  "error": "Unauthorized",
  "message": "You are not authorized!",
  "code": 741,
  "docs": "https://github.com/DiegoVictor/pipedeals#errors-reference"
}

Errors are implemented with @hapi/boom. As you can see a url to errors docs are returned too. To configure this url update the DOCS_URL key from .env file. In the next sub section (Errors Reference) you can see the errors code description.

Errors Reference

code	message	description
531	An error occurred while trying to retrieve the deal from Pipedrive	An error occurred during the request to get the deal in Pipedrive API, look the details key for more information.
532	An error occurred while trying to retrieve the deal's custom fields from Pipedrive	The request to get custom fields from Pipedrive API throw an error. Look the details key for more information.
533	An error occurred while trying to retrieve the deal's products from Pipedrive	Occurred an error while trying to retrieve deal's products, in details key will be more information about the error.
534	An error occurred while trying to save the order at Bling	Something goes wrong when tried to send the opportunity to Bling. There are two steps here: payment method verification and buy order creation. For more information see the details key in the response.
244	Report not found	The id sent not references an existing report in the database.
344	Opportunity not found	The id sent not references an existing opportunity in the database.
440	User not exists	The email sent not references an existing user in the database.
450	User and/or password not match	User and/or password is incorrect.
140	Email already in use	Already exists an user with the same email.
640	Missing authorization	Pipedrive's webhook is not sending the Basic auth's user and password.
641	You are not authorized!	Pipedrive's webhook is sending wrong Basic credentials.
740	Missing authorization token	The Bearer Token was not sent.
741	You are not authorized!	The Bearer Token provided is invalid or expired.

Pagination

All the routes with pagination returns 10 records per page, to navigate to other pages just send the page query parameter with the number of the page.

• To get the third page of opportunities:

GET http://localhost:3333/v1/opportunities?page=3

Link Header

Also in the headers of every route with pagination the Link header is returned with links to first, last, next and prev (previous) page.

<http://localhost:3333/v1/opportunities?page=7>; rel="last",
<http://localhost:3333/v1/opportunities?page=4>; rel="next",
<http://localhost:3333/v1/opportunities?page=1>; rel="first",
<http://localhost:3333/v1/opportunities?page=2>; rel="prev"

See more about this header in this MDN doc: Link - HTTP.

X-Total-Count

Another header returned in routes with pagination, this bring the total records amount.

Bearer Token

All reports and oppotunities routes expect a Bearer Token in an Authorization header.

You can see these routes in the routes section.

GET http://localhost:3333/v1/reports?page=1 Authorization: Bearer <token>

To achieve this token you just need authenticate through the /sessions route and it will return the token key with a valid Bearer Token.

Versioning

A simple versioning was made. Just remember to set after the host the /v1/ string to your requests.

GET http://localhost:3333/v1/reports

Routes

route	HTTP Method	pagination	params	description	auth method
/sessions	POST	❌	Body with user's email and password.	Authenticates user, return a Bearer Token and user's id and email.	❌
/users	POST	❌	Body with user's email and password.	Create new users.	❌
/pipedrive/events	POST	❌	Body with event's event, current.id and current.status.	Receive Piedrive deal's won event.	Basic
/reports	GET	✔️	page query parameter.	List reports.	Bearer
/reports/:id	GET	❌	:id of the report.	Return one report.	Bearer
/reports/:id/opportunities	GET	✔️	:id of the report and page query parameter.	List report's opportunities.	Bearer
/reports/:report_id/opportunities/:id	GET	❌	:report_id of the report and :id of the opportunity.	Return one report's opportunity.	Bearer

Routes with Bearer as auth method expect an Authorization header. See Bearer Token section for more information. Basic authentication is a base64 encoding of PIPEDRIVE_USER and PIPEDRIVE_PWD joined by a :, but you should not make manual requests to this endpoint (this will be responsability of the Pipedrive's webhook).

Requests

• POST /session

Request body:

{
  "email": "diegovictorgonzaga@gmail.com",
  "password": "123456"
}

• POST /users

Request body:

{
  "email": "diegovictorgonzaga@gmail.com",
  "password": "123456"
}

• POST /pipedrive/events

Request body:

{
  "current": {
    "id": 1,
    "status": "won"
  },
  "event": "updated.deal"
}

Running the tests

Jest was the choice to test the app, to run:

$ yarn test

Or:

$ npm run test

Coverage report

You can see the coverage report inside tests/coverage. They are automatically created after the tests run.