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multiple accounts (with the same client's name) problem solved

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Denise_Datinguinoo
2026-07-30 17:13:10 +02:00
parent 3fbc08b054
commit 78dadbad88
1 changed files with 29 additions and 25 deletions
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file.js
+29 -25
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@@ -1,8 +1,6 @@
const ExcelJS = require('exceljs'); const ExcelJS = require('exceljs');
const { PDFParse } = require('pdf-parse'); const { PDFParse } = require('pdf-parse');
const { PDFDocument } = require('pdf-lib'); const { PDFDocument } = require('pdf-lib');
const readline = require('node:readline/promises');
const { stdin: input, stdout: output } = require('node:process');
const fs = require('fs'); const fs = require('fs');
const os = require('os'); const os = require('os');
const path = require('path'); const path = require('path');
@@ -12,7 +10,7 @@ require('dotenv').config();
// excel2 => /Users/ddatinguinoo/Downloads/Estratto Haccp IPP 5 (1).xlsx // excel2 => /Users/ddatinguinoo/Downloads/Estratto Haccp IPP 5 (1).xlsx
// excel3 di prova => /Users/ddatinguinoo/Downloads/File di prova.xlsx // excel3 di prova => /Users/ddatinguinoo/Downloads/File di prova.xlsx
// pdf1 => /Users/ddatinguinoo/Downloads/G-S IPP 5.pdf // pdf1 => /Users/ddatinguinoo/Downloads/G-S IPP 5.pdf
// pdf2 => /Users/ddatinguinoo/Downloads/H IPP 5.pdf // pdf2 => /Users/ddatinguinoo/Downloads/H IPP 5.pdf
const authConfig = { const authConfig = {
sfdcTokenFile: process.env.SFDC_TOKEN_FILE, // Path to store/retrieve OAuth tokens sfdcTokenFile: process.env.SFDC_TOKEN_FILE, // Path to store/retrieve OAuth tokens
@@ -22,7 +20,7 @@ const authConfig = {
async function initializeSalesforceConnection() { async function initializeSalesforceConnection() {
// sfdc.setProductionBaseUrl(); // or sfdc.setSandboxBaseUrl(); // sfdc.setProductionBaseUrl(); // or sfdc.setSandboxBaseUrl();
sfdc.setSandboxBaseUrl(); // Example: using sandbox sfdc.setProductionBaseUrl(); // Example: using sandbox
sfdc.setTokenFile(authConfig.sfdcTokenFile); sfdc.setTokenFile(authConfig.sfdcTokenFile);
sfdc.setClientId(authConfig.sfdcClientId); sfdc.setClientId(authConfig.sfdcClientId);
sfdc.setClientSecret(authConfig.sfdcClientSecret); sfdc.setClientSecret(authConfig.sfdcClientSecret);
@@ -54,7 +52,6 @@ async function attachPdfToAccount(sfdc, tempFiles, isDryRun = false) {
let parser; let parser;
try { try {
let contentVersion; let contentVersion;
const rl = readline.createInterface({ input, output });
for (let i = 0; i < tempFiles.length; i++) { for (let i = 0; i < tempFiles.length; i++) {
// 1. Read the local PDF file and convert it to Base64 // 1. Read the local PDF file and convert it to Base64
const pdfBuffer = fs.readFileSync(tempFiles[i]); const pdfBuffer = fs.readFileSync(tempFiles[i]);
@@ -63,11 +60,17 @@ async function attachPdfToAccount(sfdc, tempFiles, isDryRun = false) {
try { try {
const result = await parser.getText(); const result = await parser.getText();
let conditions = []; let conditions = [];
let matchAccount = null;
const userID = result.text.match(/Codice fiscale:\s*([A-Za-z0-9]+)/i); const userID = result.text.match(/Codice fiscale:\s*([A-Za-z0-9]+)/i);
const codiceFiscale = userID ? userID[1].trim() : null; const codiceFiscale = userID ? userID[1].trim() : null;
if (codiceFiscale) { if (codiceFiscale) {
conditions.push(`CF__c='${ codiceFiscale }'`); const cfSoql = `SELECT Id, Name, CF__c FROM Account WHERE CF__c='${codiceFiscale }' ORDER BY CreatedDate ASC LIMIT 1`;
const cfResult = await sfdc.query(cfSoql);
if (cfResult && cfResult.records && cfResult.records.length > 0) {
matchAccount = cfResult.records[0];
}
} }
// since the name and lastname of the user are reversed in some files, we need to put it in order // since the name and lastname of the user are reversed in some files, we need to put it in order
@@ -86,29 +89,30 @@ async function attachPdfToAccount(sfdc, tempFiles, isDryRun = false) {
conditions.push(`Name='${ escapeSoql(reversedName) }'`); conditions.push(`Name='${ escapeSoql(reversedName) }'`);
} }
} }
conditions.push(`Name='${ escapeSoql(rawName) }'`); else {
conditions.push(`Name='${ escapeSoql(rawName) }'`);
}
const nameSoql = `SELECT Id, Name, CF__c FROM Account WHERE (${conditions.join(' OR ')}) ORDER BY CF__c DESC NULLS LAST, CreatedDate ASC LIMIT 1`;
const nameResult = await sfdc.query(nameSoql);
if (nameResult && nameResult.records && nameResult.records.length > 0) {
matchAccount = nameResult.records[0];
}
} }
// use the soql command to search in the database if (matchAccount) { // if we find something
// if codice fiscale is not available, I search the user's account based on their name and lastname
const soql1 = `SELECT Id, Name FROM Account WHERE (${conditions.join(' OR ')}) ORDER BY CreatedDate DESC LIMIT 1`;
const result_soql = await sfdc.query(soql1);
if (result_soql && result_soql.records && result_soql.records.length > 0) { // if we find something
let matchFound = result_soql.records[0];
console.log('--- Match found! ---'); console.log('--- Match found! ---');
if (isDryRun) { if (isDryRun) {
console.log('DRY RUN: non creato documento'); console.log('DRY RUN: non creato documento');
} }
else { else {
const title = await rl.question('Choose a title for the document: ');
const nowIsoString = new Date().toISOString(); // current timestamp in UTC const nowIsoString = new Date().toISOString(); // current timestamp in UTC
const newDocument = await sfdc.create('Documento__c', { const newDocument = await sfdc.create('Documento__c', {
Account__c: `${ result_soql.records[0].Id }`, Account__c: `${ matchAccount.Id }`,
Name: `${ title }`, Name: 'Attestato di Formazione',
Data_Caricamento__c: nowIsoString, Data_Caricamento__c: `${ nowIsoString }`,
Tipo_Documento__c: "Stage doc", Tipo_Documento__c: "Dossier di Tirocinio",
Stato__c: 'Valido' Stato__c: 'Valido'
}); });
@@ -116,10 +120,9 @@ async function attachPdfToAccount(sfdc, tempFiles, isDryRun = false) {
// to FirstPublishLocationId field // to FirstPublishLocationId field
const soql2 = `SELECT Account__c FROM Documento__c WHERE Id='${ newDocument.id }'`; const soql2 = `SELECT Account__c FROM Documento__c WHERE Id='${ newDocument.id }'`;
const docQuery = await sfdc.query(soql2); const docQuery = await sfdc.query(soql2);
console.log(`Doc Id: ${ newDocument.id }`);
contentVersion = await sfdc.create('ContentVersion', { contentVersion = await sfdc.create('ContentVersion', {
Title: `${ result_soql.records[0].Name }_Document.pdf`, Title: `${ matchAccount.Name }_Document.pdf`,
PathOnClient: `${ result_soql.records[0].Name }_Document.pdf`, PathOnClient: `${ matchAccount.Name }_Document.pdf`,
VersionData: base64Pdf, // Must be Base64 string VersionData: base64Pdf, // Must be Base64 string
FirstPublishLocationId: `${ docQuery.records[0].Account__c }` FirstPublishLocationId: `${ docQuery.records[0].Account__c }`
}); });
@@ -128,6 +131,8 @@ async function attachPdfToAccount(sfdc, tempFiles, isDryRun = false) {
else { else {
console.log('Account non trovato su Salesforce!'); console.log('Account non trovato su Salesforce!');
} }
console.log(`Name: ${ matchAccount.Name }`);
console.log(`Name: ${ matchAccount.Id }`);
} }
finally { finally {
if (parser) { if (parser) {
@@ -137,7 +142,6 @@ async function attachPdfToAccount(sfdc, tempFiles, isDryRun = false) {
} }
console.log(`PDFs successfully attached!`); console.log(`PDFs successfully attached!`);
console.log('Dry run completed!'); console.log('Dry run completed!');
rl.close();
} catch (error) { } catch (error) {
console.error(`Error uploading PDF: `, error); console.error(`Error uploading PDF: `, error);