trabajo-afectivo/lib/import/zendesk.rb

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require 'base64'
require 'zendesk_api'
module Import
end
module Import::Zendesk
module_function
def start
Rails.logger.info 'Start import...'
# check if system is in import mode
if !Setting.get('import_mode')
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raise 'System is not in import mode!'
end
initialize_client
import_fields
# TODO
# import_oauth
# import_twitter_channel
import_groups
import_organizations
import_users
import_tickets
# TODO
# import_sla_policies
# import_macros
# import_schedules
# import_views
# import_automations
Setting.set( 'system_init_done', true )
Setting.set( 'import_mode', false )
true
end
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=begin
start import in background
Import::Zendesk.start_bg
=end
def start_bg
Setting.reload
Import::Zendesk.connection_test
# get statistic before starting import
statistic
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# start thread to observe current state
status_update_thread = Thread.new {
loop do
result = {
data: current_state,
result: 'in_progress',
}
Cache.write('import:state', result, expires_in: 10.minutes)
sleep 8
end
}
sleep 2
# start import data
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begin
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Import::Zendesk.start
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rescue => e
status_update_thread.exit
status_update_thread.join
Rails.logger.error e.message
Rails.logger.error e.backtrace.inspect
result = {
message: e.message,
result: 'error',
}
Cache.write('import:state', result, expires_in: 10.hours)
return false
end
sleep 16 # wait until new finished import state is on client
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status_update_thread.exit
status_update_thread.join
result = {
result: 'import_done',
}
Cache.write('import:state', result, expires_in: 10.hours)
Setting.set('system_init_done', true)
Setting.set('import_mode', false)
end
=begin
get import state from background process
result = Import::Zendesk.status_bg
=end
def status_bg
state = Cache.get('import:state')
return state if state
{
message: 'not running',
}
end
=begin
start get request to backend to check connection
result = connection_test
return
true | false
=end
def connection_test
initialize_client
return true if @client.users.first
false
end
def statistic
# check cache
cache = Cache.get('import_zendesk_stats')
if cache
return cache
end
initialize_client
# retrive statistic
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result = {
'Tickets' => 0,
'TicketFields' => 0,
'UserFields' => 0,
'OrganizationFields' => 0,
'Groups' => 0,
'Organizations' => 0,
'Users' => 0,
'GroupMemberships' => 0,
'Macros' => 0,
'Views' => 0,
'Automations' => 0,
}
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result.each { |object, _score|
result[ object ] = @client.send( object.underscore.to_sym ).count!
}
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if result
Cache.write('import_zendesk_stats', result)
end
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result
end
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=begin
return current import state
result = current_state
return
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{
Group: {
total: 1234,
done: 13,
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},
Organization: {
total: 1234,
done: 13,
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},
User: {
total: 1234,
done: 13,
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},
Ticket: {
total: 1234,
done: 13,
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},
}
=end
def current_state
data = statistic
{
Group: {
done: Group.count,
total: data['Groups'] || 0,
},
Organization: {
done: Organization.count,
total: data['Organizations'] || 0,
},
User: {
done: User.count,
total: data['Users'] || 0,
},
Ticket: {
done: Ticket.count,
total: data['Tickets'] || 0,
},
}
end
def initialize_client
@client = ZendeskAPI::Client.new do |config|
config.url = Setting.get('import_zendesk_endpoint')
# Basic / Token Authentication
config.username = Setting.get('import_zendesk_endpoint_username')
config.token = Setting.get('import_zendesk_endpoint_key')
# when hitting the rate limit, sleep automatically,
# then retry the request.
config.retry = true
end
end
def mapping_state(zendesk_state)
mapping = {
'pending' => 'pending reminder',
'solved' => 'closed',
}
return zendesk_state if !mapping[zendesk_state]
mapping[zendesk_state]
end
def mapping_priority(zendesk_priority)
mapping = {
'low' => '1 low',
nil => '2 normal',
'normal' => '2 normal',
'high' => '3 high',
'urgent' => '3 high',
}
mapping[zendesk_priority]
end
# NOT IMPLEMENTED YET
def mapping_type(zendesk_type)
mapping = {
nil => '',
'question' => '',
'incident' => '',
'problem' => '',
'task' => '',
}
return zendesk_type if !mapping[zendesk_type]
mapping[zendesk_type]
end
def mapping_ticket_field(zendesk_field)
mapping = {
'subject' => 'title',
'description' => 'note',
'status' => 'state_id',
'tickettype' => 'type',
'priority' => 'priority_id',
'group' => 'group_id',
'assignee' => 'owner_id',
}
return zendesk_field if !mapping[zendesk_field]
mapping[zendesk_field]
end
# FILTER:
# TODO:
# https://developer.zendesk.com/rest_api/docs/core/views#conditions-reference
def mapping_filter(zendesk_filter)
end
# Ticket Fields
# User Fields
# Organization Fields
# TODO:
# https://developer.zendesk.com/rest_api/docs/core/ticket_fields
# https://developer.zendesk.com/rest_api/docs/core/user_fields
# https://developer.zendesk.com/rest_api/docs/core/organization_fields
def import_fields
%w(Ticket User Organization).each { |local_object|
local_fields = local_object.constantize.column_names
@client.send("#{local_object.downcase}_fields").all! { |zendesk_object_field|
if local_object == 'Ticket'
mapped_object_field = method("mapping_#{local_object.downcase}_field").call( zendesk_object_field.type )
next if local_fields.include?( mapped_object_field )
end
import_field(local_object, zendesk_object_field)
}
}
end
def import_field(local_object, zendesk_field)
name = ''
name = if local_object == 'Ticket'
zendesk_field.title
else
zendesk_field['key'] # TODO: y?!
end
@zendesk_field_mapping ||= {}
@zendesk_field_mapping[ zendesk_field.id ] = name
data_type = zendesk_field.type
data_option = {
null: !zendesk_field.required,
note: zendesk_field.description,
}
if zendesk_field.type == 'date'
data_option = {
future: true,
past: true,
diff: 0,
}.merge(data_option)
elsif zendesk_field.type == 'checkbox'
data_type = 'boolean'
data_option = {
default: false,
options: {
true => 'yes',
false => 'no',
},
}.merge(data_option)
elsif zendesk_field.type == 'regexp'
data_type = 'input'
data_option = {
type: 'text',
maxlength: 255,
regex: zendesk_field.regexp_for_validation,
}.merge(data_option)
elsif zendesk_field.type == 'decimal'
data_type = 'input'
data_option = {
type: 'text',
maxlength: 255,
}.merge(data_option)
elsif zendesk_field.type == 'integer'
data_type = 'integer'
data_option = {
min: 0,
max: 999_999_999,
}.merge(data_option)
elsif zendesk_field.type == 'text'
data_type = 'input'
data_option = {
type: zendesk_field.type,
maxlength: 255,
}.merge(data_option)
elsif zendesk_field.type == 'textarea'
data_type = 'input'
data_option = {
type: zendesk_field.type,
maxlength: 255,
}.merge(data_option)
elsif zendesk_field.type == 'tagger' || zendesk_field.type == 'dropdown'
# \"custom_field_options\"=>[{\"id\"=>28353445
# \"name\"=>\"Another Value\"
# \"raw_name\"=>\"Another Value\"
# \"value\"=>\"anotherkey\"}
# {\"id\"=>28353425
# \"name\"=>\"Value 1\"
# \"raw_name\"=>\"Value 1\"
# \"value\"=>\"key1\"}
# {\"id\"=>28353435
# \"name\"=>\"Value 2\"
# \"raw_name\"=>\"Value 2\"
# \"value\"=>\"key2\"}]}>
# "
options = {}
@zendesk_ticket_field_value_mapping ||= {}
zendesk_field.custom_field_options.each { |entry|
if local_object == 'Ticket'
@zendesk_ticket_field_value_mapping[ name ] ||= {}
@zendesk_ticket_field_value_mapping[ name ][ entry['id'] ] = entry['value']
end
options[ entry['value'] ] = entry['name']
}
data_type = 'select'
data_option = {
default: '',
options: options,
}.merge(data_option)
end
screens = {
view: {
'-all-' => {
shown: true,
},
}
}
if zendesk_field.visible_in_portal || !zendesk_field.required_in_portal
screens = {
edit: {
Customer: {
shown: zendesk_field.visible_in_portal,
null: !zendesk_field.required_in_portal,
},
}.merge(screens)
}
end
name.gsub!(/\s/, '_')
ObjectManager::Attribute.add(
object: local_object,
name: name,
display: zendesk_field.title,
data_type: data_type,
data_option: data_option,
editable: !zendesk_field.removable,
active: zendesk_field.active,
screens: screens,
position: zendesk_field.position,
created_by_id: 1,
updated_by_id: 1,
)
ObjectManager::Attribute.migration_execute(false)
end
# OAuth
# TODO:
# https://developer.zendesk.com/rest_api/docs/core/oauth_tokens
# https://developer.zendesk.com/rest_api/docs/core/oauth_clients
def import_oauth
end
# Twitter
# TODO:
# https://developer.zendesk.com/rest_api/docs/core/twitter_channel
def import_twitter
end
# Groups
# https://developer.zendesk.com/rest_api/docs/core/groups
def import_groups
@zendesk_group_mapping = {}
@client.groups.all! { |zendesk_group|
local_group = Group.create_if_not_exists(
name: zendesk_group.name,
active: !zendesk_group.deleted,
updated_by_id: 1,
created_by_id: 1
)
@zendesk_group_mapping[ zendesk_group.id ] = local_group.id
}
end
# Organizations
# https://developer.zendesk.com/rest_api/docs/core/organizations
def import_organizations
@zendesk_organization_mapping = {}
@client.organizations.each { |zendesk_organization|
custom_fields = get_fields(zendesk_organization.organization_fields)
local_organization_fields = {
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name: zendesk_organization.name,
note: zendesk_organization.note,
shared: zendesk_organization.shared_tickets,
# shared: zendesk_organization.shared_comments, # TODO, not yet implemented
# }.merge(zendesk_organization.organization_fields) # TODO
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updated_by_id: 1,
created_by_id: 1
}.merge(custom_fields)
local_organization = Organization.create_if_not_exists(local_organization_fields)
@zendesk_organization_mapping[ zendesk_organization.id ] = local_organization.id
}
end
# Users
# https://developer.zendesk.com/rest_api/docs/core/users
def import_users
import_group_memberships
import_custom_roles
@zendesk_user_mapping = {}
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role_admin = Role.lookup(name: 'Admin')
role_agent = Role.lookup(name: 'Agent')
role_customer = Role.lookup(name: 'Customer')
@client.users.all! { |zendesk_user|
custom_fields = get_fields(zendesk_user.user_fields)
local_user_fields = {
login: zendesk_user.id.to_s, # Zendesk users may have no other identifier than the ID, e.g. twitter users
firstname: zendesk_user.name,
email: zendesk_user.email,
phone: zendesk_user.phone,
password: '',
active: !zendesk_user.suspended,
groups: [],
roles: [],
note: zendesk_user.notes,
verified: zendesk_user.verified,
organization_id: @zendesk_organization_mapping[ zendesk_user.organization_id ],
last_login: zendesk_user.last_login_at,
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updated_by_id: 1,
created_by_id: 1
}.merge(custom_fields)
if @zendesk_user_group_mapping[ zendesk_user.id ]
@zendesk_user_group_mapping[ zendesk_user.id ].each { |zendesk_group_id|
local_group_id = @zendesk_group_mapping[ zendesk_group_id ]
next if !local_group_id
group = Group.find( local_group_id )
local_user_fields[:groups].push group
}
end
if zendesk_user.role.name == 'end-user'
local_user_fields[:roles].push role_customer
elsif zendesk_user.role.name == 'agent'
local_user_fields[:roles].push role_agent
if !zendesk_user.restricted_agent
local_user_fields[:roles].push role_admin
end
elsif zendesk_user.role.name == 'admin'
local_user_fields[:roles].push role_agent
local_user_fields[:roles].push role_admin
end
if zendesk_user.photo && zendesk_user.photo.content_url
local_user_fields[:image_source] = zendesk_user.photo.content_url
end
# TODO
# local_user_fields = local_user_fields.merge( user.user_fields )
# TODO
# user.custom_role_id (Enterprise only)
local_user = User.create_or_update( local_user_fields )
@zendesk_user_mapping[ zendesk_user.id ] = local_user.id
}
end
# Group Memberships
# TODO:
# https://developer.zendesk.com/rest_api/docs/core/group_memberships
def import_group_memberships
@zendesk_user_group_mapping = {}
@client.group_memberships.all! { |zendesk_group_membership|
@zendesk_user_group_mapping[ zendesk_group_membership.user_id ] ||= []
@zendesk_user_group_mapping[ zendesk_group_membership.user_id ].push( zendesk_group_membership.group_id )
}
end
# Custom Roles (Enterprise only)
# TODO:
# https://developer.zendesk.com/rest_api/docs/core/custom_roles
def import_custom_roles
end
# Tickets
# https://developer.zendesk.com/rest_api/docs/core/tickets
# https://developer.zendesk.com/rest_api/docs/core/ticket_comments#ticket-comments
# https://developer.zendesk.com/rest_api/docs/core/ticket_audits#the-via-object
# https://developer.zendesk.com/rest_api/docs/help_center/article_attachments
# https://developer.zendesk.com/rest_api/docs/core/ticket_audits # v2
def import_tickets
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article_sender_customer = Ticket::Article::Sender.lookup(name: 'Customer')
article_sender_agent = Ticket::Article::Sender.lookup(name: 'Agent')
article_sender_system = Ticket::Article::Sender.lookup(name: 'System')
initialize_article_types
@client.tickets.all! { |zendesk_ticket|
custom_fields = get_custom_fields(zendesk_ticket.custom_fields)
local_ticket_fields = {
id: zendesk_ticket.id,
title: zendesk_ticket.subject,
note: zendesk_ticket.description,
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group_id: @zendesk_group_mapping[ zendesk_ticket.group_id ] || 1,
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customer_id: @zendesk_user_mapping[ zendesk_ticket.requester_id ] || 1,
organization_id: @zendesk_organization_mapping[ zendesk_ticket.organization_id ],
state: Ticket::State.lookup( name: mapping_state( zendesk_ticket.status ) ),
priority: Ticket::Priority.lookup( name: mapping_priority( zendesk_ticket.priority ) ),
pending_time: zendesk_ticket.due_at,
updated_at: zendesk_ticket.updated_at,
created_at: zendesk_ticket.created_at,
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updated_by_id: @zendesk_user_mapping[ zendesk_ticket.requester_id ] || 1,
created_by_id: @zendesk_user_mapping[ zendesk_ticket.requester_id ] || 1,
}.merge(custom_fields)
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ticket_author = User.find( @zendesk_user_mapping[ zendesk_ticket.requester_id ] || 1 )
local_ticket_fields[:create_article_sender_id] = if ticket_author.role?('Customer')
article_sender_customer.id
elsif ticket_author.role?('Agent')
article_sender_agent.id
else
article_sender_system.id
end
local_ticket_fields[:create_article_type_id] = article_type_lookup(zendesk_ticket.via)
local_ticket = Ticket.find_by(id: local_ticket_fields[:id])
if local_ticket
local_ticket.update_attributes(local_ticket_fields)
else
local_ticket = Ticket.create(local_ticket_fields)
_reset_pk('tickets')
end
zendesk_ticket_tags = []
zendesk_ticket.tags.each { |tag|
zendesk_ticket_tags.push(tag)
}
zendesk_ticket_tags.each { |tag|
Tag.tag_add(
object: 'Ticket',
o_id: local_ticket.id,
item: tag.id,
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created_by_id: @zendesk_user_mapping[ zendesk_ticket.requester_id ] || 1,
)
}
zendesk_ticket_articles = []
zendesk_ticket.comments.each { |zendesk_article|
zendesk_ticket_articles.push(zendesk_article)
}
zendesk_ticket_articles.each { |zendesk_article|
local_article_fields = {
ticket_id: local_ticket.id,
body: zendesk_article.html_body,
internal: !zendesk_article.public,
message_id: zendesk_article.id,
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updated_by_id: @zendesk_user_mapping[ zendesk_article.author_id ] || 1,
created_by_id: @zendesk_user_mapping[ zendesk_article.author_id ] || 1,
}
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article_author = User.find( @zendesk_user_mapping[ zendesk_article.author_id ] || 1 )
local_article_fields[:sender_id] = if article_author.role?('Customer')
article_sender_customer.id
elsif article_author.role?('Agent')
article_sender_agent.id
else
article_sender_system.id
end
local_article_fields[:type_id] = article_type_lookup(zendesk_article.via)
if zendesk_article.via.channel == 'email'
local_article_fields[:from] = zendesk_article.via.source.from.address
local_article_fields[:to] = zendesk_article.via.source.to.address # Notice zendesk_article.via.from.original_recipients=[\"another@gmail.com\", \"support@example.zendesk.com\"]
elsif zendesk_article.via.channel == 'facebook'
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local_article_fields[:from] = zendesk_article.via.source.from.facebook_id
local_article_fields[:to] = zendesk_article.via.source.to.facebook_id
end
# create article
local_article = Ticket::Article.find_by(message_id: local_article_fields[:message_id])
if local_article
local_article.update_attributes(local_article_fields)
else
local_article = Ticket::Article.create( local_article_fields )
end
zendesk_attachments = zendesk_article.attachments
next if zendesk_attachments.size.zero?
local_attachments = local_article.attachments
zendesk_ticket_attachments = []
zendesk_attachments.each { |zendesk_attachment|
zendesk_ticket_attachments.push(zendesk_attachment)
}
zendesk_ticket_attachments.each { |zendesk_attachment|
response = UserAgent.get(
zendesk_attachment.content_url,
{},
{
open_timeout: 10,
read_timeout: 60,
},
)
if !response.success?
Rails.logger.error response.error
next
end
local_attachment = Store.add(
object: 'Ticket::Article',
o_id: local_article.id,
data: response.body,
filename: zendesk_attachment.file_name,
preferences: {
'Content-Type' => zendesk_attachment.content_type
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},
created_by_id: 1
)
}
}
}
end
# SLA Policies
# TODO:
# https://github.com/zendesk/zendesk_api_client_rb/issues/271
# https://developer.zendesk.com/rest_api/docs/core/sla_policies
def import_sla_policies
end
# Macros
# TODO:
# https://developer.zendesk.com/rest_api/docs/core/macros
def import_macros
@client.macros.all! { |zendesk_macro|
# TODO
next if !zendesk_macro.active
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# "url"=>"https://example.zendesk.com/api/v2/macros/59511191.json"
# "id"=>59511191
# "title"=>"Herabstufen und informieren"
# "active"=>true
# "updated_at"=>2015-08-03 13:51:14 UTC
# "created_at"=>2015-07-19 22:41:42 UTC
# "restriction"=>nil
# "actions"=>[
# {
# "field"=>"priority"
# "value"=>"low"
# }
# {
# "field"=>"comment_value"
# "value"=>"Das Verkehrsaufkommen ist g....."
# }
# ]
perform = {}
zendesk_macro.actions.each { |action|
# TODO: ID fields
perform["ticket.#{action.field}"] = action.value
}
Macro.create_if_not_exists(
name: zendesk_macro.title,
perform: perform,
note: '',
active: zendesk_macro.active,
)
}
end
# Schedulers
# TODO:
# https://github.com/zendesk/zendesk_api_client_rb/issues/281
# https://developer.zendesk.com/rest_api/docs/core/schedules
def import_schedules
end
# Views
# TODO:
# https://developer.zendesk.com/rest_api/docs/core/views
def import_views
@client.views.all! { |zendesk_view|
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# "url" => "https://example.zendesk.com/api/v2/views/59511071.json"
# "id" => 59511071
# "title" => "Ihre Tickets"
# "active" => true
# "updated_at" => 2015-08-03 13:51:14 UTC
# "created_at" => 2015-07-19 22:41:42 UTC
# "restriction" => nil
# "sla_id" => nil
# "execution" => {
# "group_by" => "status"
# "group_order" => "asc"
# "sort_by" => "score"
# "sort_order" => "desc"
# "group" => {
# "id" => "status"
# "title" => "Status"
# "order" => "asc"
# }
# "sort" => {
# "id" => "score"
# "title" => "Score"
# "order" => "desc"
# }
# "columns" => [
# {
# "id" => "score"
# "title" => "Score"
# }
# {
# "id" => "subject"
# "title" => "Subject"
# }
# {
# "id" => "requester"
# "title" => "Requester"
# }
# {
# "id" => "created"
# "title" => "Requested"
# }
# {
# "id" => "type"
# "title" => "Type"
# }
# {
# "id" => "priority"
# "title" => "Priority"
# }
# ]
# "fields" => [
# {
# "id" => "score"
# "title" => "Score"
# }
# {
# "id" => "subject"
# "title" => "Subject"
# }
# {
# "id" => "requester"
# "title" => "Requester"
# }
# {
# "id" => "created"
# "title" => "Requested"
# }
# {
# "id" => "type"
# "title" => "Type"
# }
# {
# "id" => "priority"
# "title" => "Priority"
# }
# ]
# "custom_fields" => []
# }
# "conditions" => {
# "all" => [
# {
# "field" => "status"
# "operator" => "less_than"
# "value" => "solved"
# }
# {
# "field" => "assignee_id"
# "operator" => "is"
# "value" => "current_user"
# }
# ]
# "any" => []
# }
Overview.create_if_not_exists(
name: zendesk_view.title,
link: 'my_assigned', # TODO
prio: 1000,
role_id: overview_role.id,
condition: {
'ticket.state_id' => {
operator: 'is',
value: [ 1, 2, 3, 7 ],
},
'ticket.owner_id' => {
operator: 'is',
pre_condition: 'current_user.id',
},
},
order: {
by: 'created_at',
direction: 'ASC',
},
view: {
d: %w(title customer group created_at),
s: %w(title customer group created_at),
m: %w(number title customer group created_at),
view_mode_default: 's',
},
)
}
end
# Automations
# TODO:
# https://developer.zendesk.com/rest_api/docs/core/automations
def import_automations
@client.automations.all! { |_zendesk_automation|
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# "url" => "https://example.zendesk.com/api/v2/automations/60037892.json"
# "id" => 60037892
# "title" => "Ticket aus Facebook-Nachricht 1 ..."
# "active" => true
# "updated_at" => 2015-08-03 13:51:15 UTC
# "created_at" => 2015-07-28 11:27:50 UTC
# "actions" => [
# {
# "field" => "status"
# "value" => "closed"
# }
# ]
# "conditions" => {
# "all" => [
# {
# "field" => "status"
# "operator" => "is"
# "value" => "solved"
# }
# {
# "field" => "SOLVED"
# "operator" => "is"
# "value" => "24"
# }
# {
# "field" => "via_type"
# "operator" => "is"
# "value" => "facebook"
# }
# ]
# "any" => []
# }
# "position" => 10000
}
end
# reset primary key sequences
def self._reset_pk(table)
return if ActiveRecord::Base.connection_config[:adapter] != 'postgresql'
ActiveRecord::Base.connection.reset_pk_sequence!(table)
end
def get_custom_fields(custom_fields)
return {} if !custom_fields
fields = {}
custom_fields.each { |custom_field|
field_name = @zendesk_field_mapping[ custom_field['id'] ].gsub(/\s/, '_')
field_value = custom_field['value']
next if field_value.nil? # ignore nil values
if @zendesk_ticket_field_value_mapping[ field_name ]
field_value = @zendesk_ticket_field_value_mapping[ field_name ][ field_value ]
end
fields[ field_name.to_sym ] = field_value
}
fields
end
def get_fields(user_fields)
return {} if !user_fields
fields = {}
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user_fields.each { |key, value|
fields[key] = value
}
fields
end
def initialize_article_types
article_types = ['web', 'note', 'email', 'twitter status',
'twitter direct-message', 'facebook feed post',
'facebook feed comment']
@article_type_id = {}
article_types.each do |article_type|
article_type_key = article_type.gsub(/\s|\-/, '_').to_sym
@article_type_id[article_type_key] = Ticket::Article::Type.lookup(name: article_type).id
end
end
def article_type_lookup(via)
case via.channel
when 'web'
@article_type_id[:web]
when 'email'
@article_type_id[:email]
when 'sample_ticket'
@article_type_id[:note]
when 'twitter'
if via.source.rel == 'mention'
@article_type_id[:twitter_status]
else
@article_type_id[:twitter_direct_message]
end
when 'facebook'
if via.source.rel == 'post'
@article_type_id[:facebook_feed_post]
else
@article_type_id[:facebook_feed_comment]
end
# fallback for other not (yet) supported article types
# See:
# https://support.zendesk.com/hc/en-us/articles/203661746-Zendesk-Glossary#topic_zie_aqe_tf
# https://support.zendesk.com/hc/en-us/articles/203661596-About-Zendesk-Support-channels
else
@article_type_id[:web]
end
end
end