chore: CRM-NEW baseline
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wangliang
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'use strict';
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const { ToolError } = require('./errors');
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const STAGES = new Set(['NEW', 'SCREENING', 'MEETING', 'PROPOSAL', 'CUSTOMER']);
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// 对齐旧 bridge leadPipeline：指纹去重、跨渠道复用/同步、阶段推进、CRM 故障 fail-closed。
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function createOpportunityService({ cfg, twenty, leadStore }) {
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function splitName(full) {
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const parts = String(full || '').trim().split(/[\s.]+/).filter(Boolean);
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if (parts.length >= 2) return { firstName: parts[0], lastName: parts.slice(1).join(' ') };
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return { firstName: parts[0] || '', lastName: '' };
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}
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function slotFingerprint(slots) {
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return ['company', 'productNeed', 'quantity', 'budget', 'email', 'closeDate']
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.map((k) => String(slots[k] || '').trim().toLowerCase())
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.join('|');
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}
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function ready(slots) {
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return Boolean(slots.company && (slots.contactName || slots.email || slots.phone) && slots.productNeed);
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}
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function stillNeeded(slots) {
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const out = [];
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if (!slots.company) out.push('company');
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if (!slots.contactName && !slots.email && !slots.phone) out.push('contact');
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if (!slots.productNeed) out.push('productNeed');
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return out;
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}
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async function persist(state) {
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if (leadStore.saveState) return leadStore.saveState(state.conversationUuid, state);
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return leadStore.save(state.conversationUuid, state.slots);
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}
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async function findExisting(slots) {
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if (!slots.email) return null;
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const personId = await twenty.findPersonByEmail(slots.email);
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if (!personId) return null;
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const opps = await twenty.findOpportunitiesByPersonId(personId);
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if (!opps || !opps.length) return null;
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opps.sort((a, b) => new Date(b.createdAt || 0) - new Date(a.createdAt || 0));
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const needWords = String(slots.productNeed || '').toLowerCase().split(/[^a-z0-9\u4e00-\u9fff]+/).filter((w) => w.length > 1);
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if (needWords.length) {
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for (const opp of opps) {
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const text = `${opp.name || ''} ${opp.stage || ''}`.toLowerCase();
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const overlap = needWords.filter((w) => text.includes(w)).length;
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if (overlap >= Math.min(2, needWords.length)) return opp;
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}
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}
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return opps[0];
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}
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function summaryFor({ ctx, slots, email, profile }) {
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return [
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`Company: ${slots.company}`,
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`Contact: ${slots.contactName || '(not provided)'} <${email}>`,
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`Need: ${slots.productNeed}`,
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slots.quantity ? `Quantity: ${slots.quantity}` : null,
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slots.budget ? `Budget: ${slots.budget}` : null,
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slots.closeDate ? `Expected close: ${slots.closeDate}` : null,
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`Site: ${profile.site}${profile.tenantId != null ? ` (tenant ${profile.tenantId})` : ''}`,
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`Channel: LibreDesk inbox ${ctx.inboxId || 'n/a'} / conversation ${ctx.conversationUuid || 'n/a'}`,
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].filter(Boolean).join('\n');
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}
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function nextStage(stage, slots, email) {
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const hasContact = Boolean(email || slots.phone || slots.email);
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if (stage === 'NEW') {
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if (slots.quantity && slots.budget) return 'MEETING';
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if (slots.productNeed && hasContact) return 'SCREENING';
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}
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if (stage === 'SCREENING') {
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if (slots.budget) return 'PROPOSAL';
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if (slots.quantity) return 'MEETING';
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}
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return null;
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}
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async function advanceStage({ ctx, state, slots, email }) {
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if (!state.opportunityId || !twenty.updateOpportunityStage) return null;
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const target = nextStage(String(state.stage || 'NEW').toUpperCase(), slots, email);
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if (!target || !STAGES.has(target)) return null;
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try {
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await twenty.updateOpportunityStage(state.opportunityId, target);
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state.stage = target;
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await persist(state);
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console.log(JSON.stringify({ ts: new Date().toISOString(), crm: 'stage_advanced', conversation: ctx.conversationUuid, opportunity: state.opportunityId, stage: target }));
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return target;
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} catch (err) {
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console.error(JSON.stringify({ ts: new Date().toISOString(), warn: `stage advance failed: ${err.message}` }));
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return null;
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}
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}
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async function createOrReuse({ ctx, argSlots, email, profile }) {
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const conversationUuid = String(ctx.conversationUuid || '');
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const state = (await leadStore.get(conversationUuid)) || {
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conversationUuid,
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slots: {},
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createdFingerprints: [],
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opportunityId: null,
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stage: 'NEW',
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};
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state.conversationUuid = conversationUuid;
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state.slots = { ...(state.slots || {}), ...(argSlots || {}) };
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const slots = state.slots;
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if (!ready(slots)) throw new ToolError(400, 'invalid_arguments', `Missing lead fields: ${stillNeeded(slots).join(', ')}`);
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const fingerprint = slotFingerprint({ ...slots, email: slots.email || email });
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state.createdFingerprints = Array.isArray(state.createdFingerprints) ? state.createdFingerprints : [];
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if (state.createdFingerprints.includes(fingerprint)) {
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return { created: false, reason: 'already_created', fingerprint, opportunity_id: state.opportunityId, stage: state.stage };
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}
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// CRM 查询失败时 fail-closed：不创建，避免去重被绕过产生重复商机。
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let existing = null;
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try {
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existing = await findExisting({ ...slots, email: slots.email || email });
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} catch (err) {
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console.error(JSON.stringify({ ts: new Date().toISOString(), crm: 'lookup_failed', conversation: conversationUuid, error: err.message }));
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return { created: false, reason: 'crm_unavailable', error: err.message, message: 'CRM temporarily unavailable; no new opportunity was created.' };
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}
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const summary = summaryFor({ ctx, slots, email: slots.email || email, profile });
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if (existing) {
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// 跨渠道复用：同步后补字段 + 把聊天摘要挂到已有商机
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state.opportunityId = existing.id;
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state.stage = existing.stage || 'NEW';
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state.createdFingerprints.push(fingerprint);
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await persist(state);
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const patch = {};
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if (slots.closeDate) patch.closeDate = slots.closeDate;
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const budget = Number(String(slots.budget || '').replace(/[^\d.]/g, ''));
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if (Number.isFinite(budget) && budget > 0) patch.amount = budget;
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if (twenty.updateOpportunity && Object.keys(patch).length) {
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await twenty.updateOpportunity(existing.id, patch).catch(() => {});
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}
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const noteId = await twenty.createNote(summary);
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if (noteId) await twenty.linkNoteToOpportunity(noteId, existing.id);
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const stage = await advanceStage({ ctx, state, slots, email: slots.email || email });
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return {
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created: false,
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reason: 'cross_channel_existing',
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opportunity_id: existing.id,
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opportunity_name: existing.name,
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stage: stage || state.stage,
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note_id: noteId,
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message: 'Existing opportunity reused; chat summary attached.',
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};
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}
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// 创建：公司 → 联系人（关联公司）→ 商机 → 备注 → 任务
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let companyId = await twenty.findCompanyByName(slots.company);
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if (!companyId) {
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const createdCompany = await twenty.createCompany(slots.company);
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companyId = createdCompany && createdCompany.id;
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}
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let personId = await twenty.findPersonByEmail(slots.email || email);
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if (!personId) {
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const name = splitName(slots.contactName);
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const person = await twenty.createPerson({ ...name, email: slots.email || email, phone: slots.phone || null, companyId });
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personId = person && person.id;
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}
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const budget = Number(String(slots.budget || '').replace(/[^\d.]/g, ''));
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const closeDate = /^\d{4}-\d{2}-\d{2}$/.test(String(slots.closeDate || '')) ? slots.closeDate : null;
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const opp = await twenty.createOpportunity({
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name: `${slots.company} — ${slots.productNeed}`,
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companyId,
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personId,
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amount: Number.isFinite(budget) && budget > 0 ? budget : null,
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closeDate,
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stage: 'NEW',
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conversationId: conversationUuid,
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});
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if (!opp || !opp.id) throw new ToolError(502, 'crm_create_failed', 'Twenty did not return an opportunity id');
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state.opportunityId = opp.id;
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state.stage = 'NEW';
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state.createdFingerprints.push(fingerprint);
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await persist(state);
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const noteId = await twenty.createNote(summary);
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if (noteId) await twenty.linkNoteToOpportunity(noteId, opp.id);
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const dueAt = new Date(Date.now() + 3 * 86400 * 1000).toISOString();
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const taskId = await twenty.createTask(`Follow up: ${slots.company}`, summary, dueAt, opp.id);
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const stage = await advanceStage({ ctx, state, slots, email: slots.email || email });
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return {
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created: true,
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opportunity_id: opp.id,
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opportunity_name: opp.name,
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company_id: companyId,
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person_id: personId,
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note_id: noteId,
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task_id: taskId,
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task_due_at: dueAt,
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stage: stage || 'NEW',
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fingerprint,
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};
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}
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return { createOrReuse, advanceStage, slotFingerprint, findExisting, nextStage };
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}
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module.exports = { createOpportunityService };
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