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zeekay
94476b43e2
A HubSpot public app on the developer-projects platform: a CRM card UI extension (crm.record.tab, on contacts/companies/deals) backed by two serverless functions. Summarize a record, draft an email, suggest next steps, or ask — grounded in the record + its associated records — and write the result back as a Note or Task. Built on the published @hanzo/ai@^0.2.0 headless client (createAiClient, /v1 chat.completions + models.list) + @hanzo/iam. The Hanzo API key (HANZO_API_KEY secret) and the per-portal OAuth token live only in the serverless backend; the browser never sees them. Pure, unit-tested core (config, hanzo call + context windowing + the four actions, HubSpot CRM v3 request shaping/parsing, OAuth token exchange, record→context assembly, Note/Task write-back payloads). 75 vitest tests green, tsc --noEmit clean, dual ESM+CJS build so the CJS serverless runtime can require it.
91 lines
3.0 KiB
TypeScript
91 lines
3.0 KiB
TypeScript
import { describe, it, expect } from 'vitest';
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import {
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noteWriteBack,
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taskWriteBack,
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NOTE_ASSOCIATION_TYPE_ID,
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TASK_ASSOCIATION_TYPE_ID,
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ASSOCIATION_CATEGORY,
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} from '../src/api/write-back.js';
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const TS = '2026-07-03T12:00:00.000Z';
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describe('association type id tables', () => {
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it('matches HubSpot HUBSPOT_DEFINED note defaults', () => {
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expect(NOTE_ASSOCIATION_TYPE_ID).toEqual({ contacts: 202, companies: 190, deals: 214 });
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});
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it('matches HubSpot HUBSPOT_DEFINED task defaults', () => {
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expect(TASK_ASSOCIATION_TYPE_ID).toEqual({ contacts: 204, companies: 192, deals: 216 });
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});
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});
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describe('noteWriteBack', () => {
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it('builds a note payload with body, timestamp, and the default contact edge', () => {
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const p = noteWriteBack('contacts', '123', 'Great call, ready to move forward.', TS);
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expect(p).toEqual({
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properties: {
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hs_note_body: 'Great call, ready to move forward.',
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hs_timestamp: TS,
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},
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associations: [
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{
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to: { id: '123' },
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types: [{ associationCategory: ASSOCIATION_CATEGORY, associationTypeId: 202 }],
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},
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],
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});
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});
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it('uses the deal edge (214) for a deal record', () => {
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const p = noteWriteBack('deals', '900', 'x', TS);
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expect(p.associations[0].types[0].associationTypeId).toBe(214);
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expect(p.associations[0].to.id).toBe('900');
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});
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it('uses the company edge (190) for a company record', () => {
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const p = noteWriteBack('companies', '5', 'x', TS);
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expect(p.associations[0].types[0].associationTypeId).toBe(190);
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});
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it('defaults the timestamp to a real ISO string when omitted', () => {
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const p = noteWriteBack('contacts', '1', 'x');
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expect(p.properties.hs_timestamp).toMatch(/^\d{4}-\d{2}-\d{2}T/);
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});
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it('passes the body through unchanged (no markup injection)', () => {
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const body = 'Line 1\n\nLine 2 with <b>bold</b> & symbols';
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const p = noteWriteBack('contacts', '1', body, TS);
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expect(p.properties.hs_note_body).toBe(body);
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});
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});
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describe('taskWriteBack', () => {
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it('builds a task payload with subject, body, status/priority, due, and the default edge', () => {
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const p = taskWriteBack('deals', '42', 'Follow up on pricing', 'Send the revised quote', TS);
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expect(p).toEqual({
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properties: {
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hs_task_subject: 'Follow up on pricing',
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hs_task_body: 'Send the revised quote',
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hs_task_status: 'NOT_STARTED',
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hs_task_priority: 'MEDIUM',
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hs_timestamp: TS,
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},
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associations: [
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{
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to: { id: '42' },
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types: [{ associationCategory: 'HUBSPOT_DEFINED', associationTypeId: 216 }],
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},
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],
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});
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});
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it('uses the contact task edge (204)', () => {
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const p = taskWriteBack('contacts', '1', 's', 'b', TS);
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expect(p.associations[0].types[0].associationTypeId).toBe(204);
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});
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it('defaults the due timestamp when omitted', () => {
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const p = taskWriteBack('contacts', '1', 's', 'b');
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expect(p.properties.hs_timestamp).toMatch(/^\d{4}-\d{2}-\d{2}T/);
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});
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});
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