Convert Lead

//native

export type DynSelect_converted_status = string

// Dropdown of the org's "converted" lead statuses (LeadStatus where IsConverted = true).

export async function converted_status(auth: RT.Salesforce) {

  const apiVersion = auth.api_version || "v60.0"

  const url = new URL(`${auth.instance_url}/services/data/${apiVersion}/query`)

  url.searchParams.append(

    "q",

    "SELECT MasterLabel FROM LeadStatus WHERE IsConverted = true"

  )

  const response = await fetch(url, {

    headers: {

      Authorization: `Bearer ${auth.token}`,

      Accept: "application/json",

    },

  })

  if (!response.ok) {

    throw new Error(`${response.status} ${await response.text()}`)

  }

  const { records } = (await response.json()) as {

    records: { MasterLabel: string }[]

  }

  return records.map((r) => ({ value: r.MasterLabel, label: r.MasterLabel }))

}

function xmlEscape(s: string) {

  return s

    .replace(/&/g, "&")

    .replace(/</g, "&lt;")

    .replace(/>/g, ">")

    .replace(/"/g, """)

    .replace(/'/g, "'")

}

/**

 * Convert Lead

 * Convert a lead into an account, contact, and (optionally) an opportunity. Salesforce has no REST endpoint for this, so it uses the SOAP convertLead call with the same OAuth token. converted_status must be a lead status marked as converted.

 */

export async function main(

  auth: RT.Salesforce,

  lead_id: string,

  converted_status: DynSelect_converted_status,

  options:

    | {

        accountId?: string

        contactId?: string

        opportunityName?: string

        doNotCreateOpportunity?: boolean

        ownerId?: string

        overwriteLeadSource?: boolean

        sendNotificationEmail?: boolean

      }

    | undefined

) {

  const soapVersion = (auth.api_version || "v60.0").replace(/^v/, "")

  const o = options ?? {}

  const optional = [

    o.accountId !== undefined

      ? `<urn:accountId>${xmlEscape(o.accountId)}</urn:accountId>`

      : "",

    o.contactId !== undefined

      ? `<urn:contactId>${xmlEscape(o.contactId)}</urn:contactId>`

      : "",

    o.opportunityName !== undefined

      ? `<urn:opportunityName>${xmlEscape(o.opportunityName)}</urn:opportunityName>`

      : "",

    o.doNotCreateOpportunity !== undefined

      ? `<urn:doNotCreateOpportunity>${o.doNotCreateOpportunity}</urn:doNotCreateOpportunity>`

      : "",

    o.ownerId !== undefined

      ? `<urn:ownerId>${xmlEscape(o.ownerId)}</urn:ownerId>`

      : "",

    o.overwriteLeadSource !== undefined

      ? `<urn:overwriteLeadSource>${o.overwriteLeadSource}</urn:overwriteLeadSource>`

      : "",

    o.sendNotificationEmail !== undefined

      ? `<urn:sendNotificationEmail>${o.sendNotificationEmail}</urn:sendNotificationEmail>`

      : "",

  ].join("")

  const envelope = `<?xml version="1.0" encoding="UTF-8"?>

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:urn="urn:partner.soap.sforce.com">

  <soapenv:Header><urn:SessionHeader><urn:sessionId>${auth.token}</urn:sessionId></urn:SessionHeader></soapenv:Header>

  <soapenv:Body><urn:convertLead><urn:leadConverts>

    <urn:leadId>${xmlEscape(lead_id)}</urn:leadId>

    <urn:convertedStatus>${xmlEscape(converted_status)}</urn:convertedStatus>

    ${optional}

  </urn:leadConverts></urn:convertLead></soapenv:Body>

</soapenv:Envelope>`

  const response = await fetch(

    `${auth.instance_url}/services/Soap/u/${soapVersion}`,

    {

      method: "POST",

      headers: { "Content-Type": "text/xml; charset=UTF-8", SOAPAction: '""' },

      body: envelope,

    }

  )

  const text = await response.text()

  if (!response.ok) {

    throw new Error(`${response.status} ${text}`)

  }

  const pick = (tag: string) =>

    text.match(new RegExp(`<(?:\\w+:)?${tag}>(.*?)</(?:\\w+:)?${tag}>`))?.[1]

  if (pick("success") !== "true") {

    const message =

      text.match(/<faultstring>(.*?)<\/faultstring>/)?.[1] ??

      text.match(

        /<(?:\w+:)?errors>[\s\S]*?<(?:\w+:)?message>(.*?)<\/(?:\w+:)?message>/

      )?.[1] ??

      text

    throw new Error(`convertLead failed: ${message}`)

  }

  return {

    success: true,

    leadId: pick("leadId"),

    accountId: pick("accountId"),

    contactId: pick("contactId"),

    opportunityId: pick("opportunityId"),

  }

}