zammad/test/integration/clearbit_test.rb

# Copyright (C) 2012-2022 Zammad Foundation, https://zammad-foundation.org/

require 'test_helper'

class ClearbitTest < ActiveSupport::TestCase
  include BackgroundJobsHelper

  # check
  test 'base' do
    if !ENV['CLEARBIT_CI_API_KEY']
      raise "ERROR: Need CLEARBIT_CI_API_KEY - hint CLEARBIT_CI_API_KEY='abc...'"
    end

    # set system mode to done / to activate
    Setting.set('system_init_done', true)

    Setting.set('clearbit_integration', true)
    Setting.set('clearbit_config', {
                  api_key:                 ENV['CLEARBIT_CI_API_KEY'],
                  organization_autocreate: true,
                  organization_shared:     false,
                  user_sync:               {
                    'person.name.givenName'  => 'user.firstname',
                    'person.name.familyName' => 'user.lastname',
                    'person.email'           => 'user.email',
                    'person.bio'             => 'user.note',
                    'company.url'            => 'user.web',
                    'person.site'            => 'user.web',
                    'company.location'       => 'user.address',
                    'person.location'        => 'user.address',
                    # 'person.timeZone' => 'user.preferences[:timezone]',
                    # 'person.gender' => 'user.preferences[:gender]',
                  },
                  organization_sync:       {
                    'company.legalName'   => 'organization.name',
                    'company.name'        => 'organization.name',
                    'company.description' => 'organization.note',
                  },
                })

    # case 1 - person + company (demo data set)
    customer1 = User.create!(
      firstname:     '',
      lastname:      'Should be still there',
      email:         'alex@alexmaccaw.com',
      note:          '',
      updated_by_id: 1,
      created_by_id: 1,
    )
    assert(customer1)

    perform_enqueued_jobs commit_transaction: true

    assert(ExternalSync.find_by(source: 'clearbit', object: 'User', o_id: customer1.id))

    customer1.reload

    assert_equal('Should', customer1.firstname)
    assert_equal('be still there', customer1.lastname)
    assert_equal('O\'Reilly author, software engineer &amp; traveller. Founder of <a href="https://clearbit.com" rel="nofollow noreferrer noopener" target="_blank">https://clearbit.com</a>', customer1.note)
    assert_equal('1455 Market Street, San Francisco, CA 94103, USA', customer1.address)

    organization1 = Organization.find_by(name: 'Uber, Inc.')
    assert(ExternalSync.find_by(source: 'clearbit', object: 'Organization', o_id: organization1.id))
    assert_equal(false, organization1.shared)
    assert_equal('Uber is a mobile app connecting passengers with drivers for hire.', organization1.note)

    # case 2 - person + company
    customer2 = User.create!(
      firstname:     '',
      lastname:      '',
      email:         'me@example.com',
      note:          '',
      updated_by_id: 1,
      created_by_id: 1,
    )
    assert(customer2)

    perform_enqueued_jobs commit_transaction: true

    assert(ExternalSync.find_by(source: 'clearbit', object: 'User', o_id: customer2.id))

    customer2.reload

    assert_equal('Martin', customer2.firstname)
    assert_equal('Edenhofer', customer2.lastname)
    assert_equal("Open Source professional and geek. Also known as OTRS inventor. ;)\r\nEntrepreneur and Advisor for open source people in need.", customer2.note)
    assert_equal('Norsk-Data-Straße 1, 61352 Bad Homburg vor der Höhe, Germany', customer2.address)

    organization2 = Organization.find_by(name: 'OTRS')
    assert(ExternalSync.find_by(source: 'clearbit', object: 'Organization', o_id: organization2.id))
    assert_equal(false, organization2.shared)
    assert_equal('OTRS is an Open Source helpdesk software and an IT Service Management software free of licence costs. Improve your Customer Service Management with OTRS.', organization2.note)

    # update with own values (do not overwrite)
    customer2.update!(
      firstname: 'Martini',
      note:      'changed by my self',
    )

    perform_enqueued_jobs commit_transaction: true

    assert(ExternalSync.find_by(source: 'clearbit', object: 'User', o_id: customer2.id))

    customer2.reload

    assert_equal('Martini', customer2.firstname)
    assert_equal('Edenhofer', customer2.lastname)
    assert_equal('changed by my self', customer2.note)
    assert_equal('Norsk-Data-Straße 1, 61352 Bad Homburg vor der Höhe, Germany', customer2.address)

    customer2_enrichment = Enrichment::Clearbit::User.new(customer2)
    customer2_enrichment.synced?
    perform_enqueued_jobs

    customer2.reload

    assert_equal('Martini', customer2.firstname)
    assert_equal('Edenhofer', customer2.lastname)
    assert_equal('changed by my self', customer2.note)
    assert_equal('Norsk-Data-Straße 1, 61352 Bad Homburg vor der Höhe, Germany', customer2.address)

    # update with own values (do not overwrite)
    customer2.update!(
      firstname: '',
      note:      'changed by my self',
    )

    customer2_enrichment = Enrichment::Clearbit::User.new(customer2)
    customer2_enrichment.synced?
    perform_enqueued_jobs

    customer2.reload

    assert_equal('Martin', customer2.firstname)
    assert_equal('Edenhofer', customer2.lastname)
    assert_equal('changed by my self', customer2.note)
    assert_equal('Norsk-Data-Straße 1, 61352 Bad Homburg vor der Höhe, Germany', customer2.address)

    # update with changed values at clearbit site (do overwrite)
    customer2.update!(
      email: 'me2@example.com',
    )

    customer2_enrichment = Enrichment::Clearbit::User.new(customer2)
    customer2_enrichment.synced?
    perform_enqueued_jobs

    customer2.reload

    assert_equal('Martini', customer2.firstname)
    assert_equal('Edenhofer', customer2.lastname)
    assert_equal('changed by my self', customer2.note)
    assert_equal('Norsk-Data-Straße 1, 61352 Bad Homburg vor der Höhe, Germany', customer2.address)

    organization2 = Organization.find_by(name: 'OTRS AG')
    assert(ExternalSync.find_by(source: 'clearbit', object: 'Organization', o_id: organization2.id))
    assert_equal(false, organization2.shared)
    assert_equal('OTRS is an Open Source helpdesk software and an IT Service Management software free of licence costs. Improve your Customer Service Management with OTRS.', organization2.note)

    # case 3 - no person
    customer3 = User.create!(
      firstname:     '',
      lastname:      '',
      email:         'testing3@znuny.com',
      note:          '',
      updated_by_id: 1,
      created_by_id: 1,
    )
    assert(customer3)

    perform_enqueued_jobs commit_transaction: true

    assert_not(ExternalSync.find_by(source: 'clearbit', object: 'User', o_id: customer3.id))

    customer3.reload

    assert_equal('', customer3.firstname)
    assert_equal('', customer3.lastname)
    assert_equal('', customer3.note)
    assert_equal('http://znuny.com', customer3.web)
    assert_equal('Marienstraße 11, 10117 Berlin, Germany', customer3.address)

    organization3 = Organization.find_by(name: 'Znuny / ES for OTRS')
    assert(ExternalSync.find_by(source: 'clearbit', object: 'Organization', o_id: organization3.id))
    assert_equal(false, organization3.shared)
    assert_equal('OTRS Support, Consulting, Development, Training and Customizing - Znuny GmbH', organization3.note)

    # case 4 - person with organization but organization is already assigned (own created)
    customer4 = User.create!(
      firstname:       '',
      lastname:        '',
      email:           'testing4@znuny.com',
      note:            '',
      organization_id: 1,
      updated_by_id:   1,
      created_by_id:   1,
    )
    assert(customer4)

    perform_enqueued_jobs commit_transaction: true

    assert(ExternalSync.find_by(source: 'clearbit', object: 'User', o_id: customer4.id))

    customer4.reload

    assert_equal('Fred', customer4.firstname)
    assert_equal('Jupiter', customer4.lastname)
    assert_equal('some_fred_bio', customer4.note)
    assert_equal('http://fred.znuny.com', customer4.web)
    assert_equal('Marienstraße 11, 10117 Berlin, Germany', customer4.address)

    organization4 = Organization.find_by(name: 'ZnunyOfFred')
    assert_not(organization4)

    # case 5 - person with organization but organization is already assigned (own created)
    customer5 = User.create!(
      firstname:       '',
      lastname:        '',
      email:           'testing5@znuny.com',
      note:            '',
      organization_id: organization3.id,
      updated_by_id:   1,
      created_by_id:   1,
    )
    assert(customer5)

    perform_enqueued_jobs commit_transaction: true

    assert(ExternalSync.find_by(source: 'clearbit', object: 'User', o_id: customer5.id))

    customer5.reload

    assert_equal('Alex', customer5.firstname)
    assert_equal('Dont', customer5.lastname)
    assert_equal('some_bio_alex', customer5.note)
    assert_equal('http://znuny.com', customer5.web)
    assert_equal('Marienstraße 11, 10117 Berlin, Germany', customer5.address)

    organization5 = Organization.find_by(name: 'Znuny GmbH')
    assert_equal(organization3.id, organization5.id)
    assert(ExternalSync.find_by(source: 'clearbit', object: 'Organization', o_id: organization5.id))
    assert_equal(false, organization5.shared)
    assert_equal('OTRS Support, Consulting, Development, Training and Customizing - Znuny GmbH', organization5.note)

    # case 6 - no person / real api call
    customer6 = User.create!(
      firstname:     '',
      lastname:      '',
      email:         'testing6@clearbit.com',
      note:          '',
      updated_by_id: 1,
      created_by_id: 1,
    )
    assert(customer6)

    perform_enqueued_jobs commit_transaction: true

    assert_not(ExternalSync.find_by(source: 'clearbit', object: 'User', o_id: customer6.id))

    customer6.reload

    assert_equal('', customer6.firstname)
    assert_equal('', customer6.lastname)
    assert_equal('', customer6.note)
    assert_equal('', customer6.web)
    # assert_equal('http://clearbit.com', customer6.web)
    sometimes_changing_but_valid_addresses = [
      'San Francisco, CA, USA',
      'San Francisco, CA 94103, USA',
      '90 Sheridan St, San Francisco, CA 94103, USA',
      '90 Sheridan, San Francisco, CA 94103, USA',
      '3030 16th St, San Francisco, CA 94103, USA',
      '548 Market St, San Francisco, CA 94104, USA',
    ]
    assert_includes(sometimes_changing_but_valid_addresses, customer6.address)
    organization6 = Organization.find_by('name LIKE ?', 'APIHub Inc%')
    assert(ExternalSync.find_by(source: 'clearbit', object: 'Organization', o_id: organization6.id))
    assert_equal(false, organization6.shared)
    assert_equal('The Clearbit Data Activation Platform helps B2B teams understand customers, identify prospects, &amp; personalize interactions with real-time intelligence.', organization6.note)

  end

  # check
  test 'base with invalid input' do
    if !ENV['CLEARBIT_CI_API_KEY']
      raise "ERROR: Need CLEARBIT_CI_API_KEY - hint CLEARBIT_CI_API_KEY='abc...'"
    end

    # set system mode to done / to activate
    Setting.set('system_init_done', true)

    Setting.set('clearbit_integration', true)
    Setting.set('clearbit_config', {
                  api_key:                 ENV['CLEARBIT_CI_API_KEY'],
                  organization_autocreate: true,
                  organization_shared:     true,
                  user_sync:               {
                    'person.name.givenName'  => 'user.firstname',
                    'person.name.familyName' => 'user.lastname',
                    'person.email'           => 'user.email',
                    'person.bio'             => 'user.note_not_existing',
                    'company.url'            => 'user.web',
                    'person.site'            => 'user.web',
                    'company.location'       => 'user.address',
                    'person.location'        => 'user.address',
                  },
                  organization_sync:       {
                    'company.legalName'   => 'organization.name',
                    'company.name'        => 'organization.name',
                    'company.description' => 'organization.note_not_existing',
                  },
                })

    # case 1 - person + company (demo data set)
    customer1 = User.create!(
      firstname:     '',
      lastname:      'Should be still there',
      email:         'testing6@znuny.com',
      note:          '',
      updated_by_id: 1,
      created_by_id: 1,
    )
    assert(customer1)

    perform_enqueued_jobs commit_transaction: true

    assert(ExternalSync.find_by(source: 'clearbit', object: 'User', o_id: customer1.id))

    customer1.reload

    assert_equal('Should', customer1.firstname)
    assert_equal('be still there', customer1.lastname)
    assert_equal('', customer1.note)
    assert_equal('Marienstraße 11, 10117 Berlin, Germany', customer1.address)

    organization1 = Organization.find_by(name: 'Znuny2')
    assert(ExternalSync.find_by(source: 'clearbit', object: 'Organization', o_id: organization1.id))
    assert_equal(true, organization1.shared)
    assert_equal('', organization1.note)
  end

end