Contact IR Tool - Code Troubleshooting

tehchives commented 1 month ago

https://www.whydrs.org/contact-investor-relations

This tool is currently broken. It used custom code to refer to items on the main Database spreadsheet, namely the IR emails themselves from the main data page and it pulls text to create emails from this sheet. Main author PutPsy is not currently active with the WhyDRS project. Below will be pasted code info off site.

tehchives commented 1 month ago

// Velo API Reference: https://www.wix.com/velo/reference/api-overview/introduction

import wixLocation from 'wix-location'; import wixWindow from 'wix-window'; import { getResults } from 'backend/google-sheets';

var Templates; var RecordHolder_Index = 1; var TransferAgent_Defined = ""; var CompanyInfos; var CompaniesInfos; var lastSearch = ""; var debug_mode = true;

$w.onReady(async function () {

let query_ticker = wixLocation.query['ticker']; if (!( query_ticker === undefined)) // Check if the parameter ticker is filled on the url { query_ticker = query_ticker.toUpperCase().trim(); $w("#inputSearchCompany").value = query_ticker; debugLog("Ticker defined : " + query_ticker); } $w('#inputYourName').value = "John Doe"; // Default value for inputYourName

$w('#inputIRNbShares').value = "2"; // Default value for inputIRNbShares $w('#textIRBroker').value = "Interactive Brokers"; // Default value for textIRBroker $w('#textIRBroker').collapse(); // Hide field textIRBroker $w('#inputIRNbSharesBroker').collapse(); // Hide field inputIRNbSharesBroker

$w('#textIREmail').readOnly = true; $w('#textIREmailSubject').readOnly = true; $w('#textIREmailBody').readOnly = true;

// Mapping for listAutocompleteTicker $w('#listAutocompleteTicker').onItemReady( ($w, itemData, index) => { const textTicker = $w('#textAutocompleteTicker'); textTicker.text = itemData.ticker; const textCompany = $w('#textAutocompleteTickerCompany'); textCompany.text = itemData.company; }); $w("#listAutocompleteTicker").collapse(); // Hide field listAutocompleteTicker

$w('#buttonSearchCompany').collapse(); // Hide field buttonSearchCompany $w('#imageLoading').expand(); // Display field imageLoading registerHandlers(); // Register events on buttons and so on... getCompanies(); // Retrieve Companies Infos getTemplates("IR"); // Retrieve Templates });

// Register events on buttons and so on... function registerHandlers() { $w('#buttonSearchCompany').onClick(() => searchCompany()); $w('#buttonNewTemplate').onClick(() => searchCompany()); $w('#buttonRefreshTemplate').onClick(() => searchCompany()); $w('#radioRecordHolder').onChange(() => radioRecordHolder_change()); }

function debugLog(content) { if (debug_mode == true) { console.log(content); } }

const setIREmailSubject = async(content) => { if (content.length == 0) { content = "Not available"; } $w('#textIREmailSubject').value = content; $w('#textIREmailSubject').expand(); $w('#buttonNewTemplate').expand(); $w('#buttonRefreshTemplate').expand(); $w('#linkEmailClient').expand(); }

function strReplaceAll(subject = "", search, replacement) { function escapeRegExp( str ) { return str.toString().replace( /[^A-Za-z0-9_]/g, '\$&' ); } search = search instanceof RegExp ? search : new RegExp( escapeRegExp(search), 'g' ); return subject.replace( search, replacement ); }

function ReplaceCompanyInfo(source = "") { if (!( CompanyInfos === undefined ) ) { if (!( CompanyInfos[5] === undefined ) && CompanyInfos[5] != "") // DRS number already provided by the company { let outstandingShares = CompanyInfos[4]; let DRSShares = CompanyInfos[5]; let percent_DRSShares = CompanyInfos[6]; let sentence = "Outstanding Shares - " + outstandingShares + "\rDirectly Registered Shares - " + DRSShares + "\r% of Outstanding DRS - " + percent_DRSShares; return sentence; } else { let nbShares = $w('#inputIRNbShares').value; let nbSharesBroker = $w('#inputIRNbSharesBroker').value; let broker = $w('#textIRBroker').value; let yourName = $w('#inputYourName').value;

  if (yourName.length > 0)
  {
    source = strReplaceAll(source, "**YOUR_NAME**", yourName);
  }
  if (broker.length > 0)
  {
    source = strReplaceAll(source, "**BROKER**", broker);
  }
  if (parseInt(nbShares) > 0)
  {
    source = strReplaceAll(source, "**NB_SHARES**", nbShares);
  }
  if (parseInt(nbSharesBroker) > 0)
  {
    source = strReplaceAll(source, "**NB_SHARES_BROKER**", nbSharesBroker);
  }
  if (CompanyInfos[1].length > 0)
  {
    source = strReplaceAll(source, "**COMPANY**", CompanyInfos[1]);
  }
  source = strReplaceAll(source, "**TRANSFERT_AGENT**", CompanyInfos[2]);

  source = strReplaceAll(source, " .", ".");
  source = strReplaceAll(source, " ,", ".");
  source = strReplaceAll(source, ",,", ",");
  source = strReplaceAll(source, ":.", ".");
  source = strReplaceAll(source, ".,", ".");
  source = strReplaceAll(source, "!.", ".");
  source = strReplaceAll(source, "..", ".");
  source = strReplaceAll(source, "<", "");
}

} return source; }

const getTemplates = async(template_filter_recipient = "") => { let startDate = Math.floor(Date.now() / 1000); debugLog("Start getTemplates : " + startDate); let selectedIndex = $w("#radioRecordHolder").selectedIndex; if (Templates === undefined || RecordHolder_Index != selectedIndex || (CompanyInfos[2] != TransferAgent_Defined) ) { Templates = new Map(); const result = await getResults("email_Templates!A1:M700"); debugLog("get new Templates : " + startDate);

// Read Templates
for ( var i = 0; i < result.data.values.length; i++ )
{
  var TemplateRecipient = result.data.values[i][1];
  var TemplateType = result.data.values[i][2];
  var TemplateID = result.data.values[i][3];
  var TemplateRecordHolder = result.data.values[i][4];
  var TemplateTA = result.data.values[i][5];
  var TemplateContent = result.data.values[i][6];

  if ( !(TemplateContent === undefined ) && TemplateContent != "" && ( template_filter_recipient == "" || template_filter_recipient == TemplateRecipient ) )
  {
    if (! Templates[TemplateType])
    {
      Templates[TemplateType] = new Array();
    }
    if (TemplateType == "Body1")
    {
      if (selectedIndex == TemplateRecordHolder) // Retrieve Templates for the Selected Record Holder...
      {
        if (CompanyInfos === undefined)
        {
          if (TemplateTA == 0) // Initialization with Transfer Agent undefined
          {
            Templates[TemplateType].push( TemplateContent );
          }
        }
        else
        {
          if (CompanyInfos[2] != "") // Transfer Agent Defined
          {
            Templates[TemplateType].push( TemplateContent );
          }
          if (CompanyInfos[2] == "" && TemplateTA == 0) // Transfer Agent Undefined
          {
            Templates[TemplateType].push( TemplateContent );
          }
        }
      }
    }
    else
    {
      Templates[TemplateType].push( TemplateContent );
    }
  }
}

} let endDate = Math.floor(Date.now() / 1000); debugLog("End getTemplates : " + endDate); debugLog("Duration getTemplates : " + ( endDate - startDate ).toString()); }

const getTemplate = async(template_filter_recipient = "") => { let inputSearchCompany = $w('#inputSearchCompany').value;

if (Templates === undefined && inputSearchCompany.length >= 1) { await getTemplates(template_filter_recipient); }

if (!( Templates === undefined ) && !( Templates["Subject"] === undefined )) { var subject_style = Math.floor(Math.random()(Templates["Subject"].length)); var greeting_style = Math.floor(Math.random()(Templates["Greeting"].length)); var body1_style = Math.floor(Math.random()(Templates["Body1"].length)); var body2_style = Math.floor(Math.random()(Templates["Body2"].length)); var body3_style = Math.floor(Math.random()(Templates["Body3"].length)); var goodbye_style = Math.floor(Math.random()(Templates["Goodbye"].length)); var body_style = greetingstyle + "" + body1style + "" + body2style + "" + body3style + "" + goodbye_style;

debugLog("body_style : " + body_style);
var subject = Templates["Subject"][subject_style];
var body = Templates["Greeting"][greeting_style] + ",\r\r" + Templates["Body1"][body1_style] + "\r\r" + Templates["Body2"][body2_style] + "\r\r" + Templates["Body3"][body3_style] + "\r\r" + Templates["Goodbye"][goodbye_style] + "\r**YOUR_NAME**";;

var values = [ subject, body ];
return values;

} }

const getCompanies = async() => { if (!( CompaniesInfos === undefined )) // Companies not yet filled { return; } let startDate = Math.floor(Date.now() / 1000); debugLog("Start getResults : " + startDate); if (CompaniesInfos === undefined) // Fill Companies { CompaniesInfos = await getResults("Full_Database_Backend!A2:AR10000"); } let endDate = Math.floor(Date.now() / 1000); debugLog("End getResults : " + endDate); debugLog("Duration getResults : " + ( endDate - startDate ).toString());

$w('#buttonSearchCompany').expand(); $w('#imageLoading').collapse(); if ($w('#inputSearchCompany').value.length >= 1) { await searchCompany(); } }

const searchCompany = async() => { $w("#listAutocompleteTicker").collapse(); let inputSearchCompany = $w('#inputSearchCompany').value; inputSearchCompany = inputSearchCompany.toUpperCase();

let response = "Not found"; let found = false;

if (inputSearchCompany.length >= 1) { await getCompanies();

let startDate = Math.floor(Date.now() / 1000);
debugLog("Start Searching : " + startDate);
debugLog("lastSearch : " + lastSearch);
debugLog("inputSearchCompany : " + inputSearchCompany);
for (let i = 0; i < CompaniesInfos.data.values.length && !found; i++)
{
  let value = "" + CompaniesInfos.data.values[i][0];
  value = value.toUpperCase();
  if (value == inputSearchCompany) // Search the exact name for the ticker
  {
    found = true;
    debugLog("CompaniesInfos.data.values : " + JSON.stringify(CompaniesInfos.data.values[i]));
    CompanyInfos = [
      CompaniesInfos.data.values[i][0],  // 0  A Ticker
      CompaniesInfos.data.values[i][2],  // 1  B  Company Name
      CompaniesInfos.data.values[i][3],  // 2  D  TA
      CompaniesInfos.data.values[i][8],  // 3  I  CR email
      CompaniesInfos.data.values[i][13], // 4  N  outstandingSharesv
      CompaniesInfos.data.values[i][19], // 5  T  DRSShares
      CompaniesInfos.data.values[i][20]  // 6  U  percent_DRSShares
      ];
    debugLog("CompanyInfos : " + JSON.stringify(CompanyInfos));
    if (CompanyInfos[2] != TransferAgent_Defined)
    {
      await getTemplates("IR");
      TransferAgent_Defined = CompanyInfos[2];
    }
    response = CompaniesInfos.data.values[i][8]; // IR Contact
  }
}
let endDate = Math.floor(Date.now() / 1000);
debugLog("End Searching : " + endDate);
debugLog("Duration Searching : " + ( endDate - startDate ).toString());
lastSearch = inputSearchCompany;

await setIRemail(response);

} let valuesIRemail = await getTemplate("IR"); if (!( valuesIRemail === undefined ) && valuesIRemail.length > 0) { await setIREmailSubject(ReplaceCompanyInfo(valuesIRemail[0])); await setIREmailBody(ReplaceCompanyInfo(valuesIRemail[1])); } await GenerateEmailLink(); // Generate link for the Email Client }

const GenerateEmailLink = async() => { let textIREmail = $w('#textIREmail').value; let textIREmailSubject = $w('#textIREmailSubject').value; let textIREmailBody = $w('#textIREmailBody').value;

textIREmailSubject = encodeURIComponent(textIREmailSubject); textIREmailBody = encodeURIComponent(textIREmailBody); textIREmailBody = strReplaceAll(textIREmailBody, "%0D", "%0D%0A"); // Replace caracter %0D by %0D%0A in order to display Carriage Return on mobile

let buttonIRlink = mailto:${textIREmail}?subject=${textIREmailSubject}&body=${textIREmailBody}; let isMobile = false;

let emailImage ="https://static.wixstatic.com/media/cafcd7_e3212f954a434bce814a1475259b43fd~mv2.png"; // Fake button Email Client let img = ''; if (navigator.userAgent.toLowerCase().match(/mobile/i)) { isMobile = true; img = ''; // Email Icon //emailImage ="https://static.wixstatic.com/media/cafcd7_5a3456e04ff24ce78cbf9ed00a6a9c7b~mv2.gif"; // Email Icon //img = ''; // Email Icon } let linkEmailClient = '' + img + '';

$w("#textCopied").collapse(); if (!( CompanyInfos[5] === undefined ) && CompanyInfos[5] != "") // DRS number already provided by the company, do not send email { linkEmailClient = ""; $w('#linkEmailClient').html = linkEmailClient; $w("#imageCopy").collapse(); } else { $w('#linkEmailClient').html = linkEmailClient; $w('#linkEmailClient').expand(); $w("#imageCopy").expand(); } }

export function inputSearchCompany_keyPress(event) { $w("#listAutocompleteTicker").data = []; $w("#listAutocompleteTicker").collapse();

setTimeout(() => { let inputSearchCompany = $w('#inputSearchCompany').value; inputSearchCompany = inputSearchCompany.toUpperCase(); debugLog("inputSearchCompany : " + inputSearchCompany);

if (inputSearchCompany.length == 0 || ( CompaniesInfos === undefined ) || lastSearch == inputSearchCompany)
{
  return; // ignore if empty
}

let predictions = [];
let predictionsTickers = [];
inputSearchCompany = inputSearchCompany.trim();

let startDate = Math.floor(Date.now() / 1000);
debugLog("Start Autocomplete : " + startDate);

// Search in tickers names
for (let i = 0; i < CompaniesInfos.data.values.length && predictionsTickers.length <= 3; i++)
{
  let valueTicker = "" + CompaniesInfos.data.values[i][0];
  valueTicker = valueTicker.toUpperCase().trim();
  if (valueTicker.indexOf(inputSearchCompany) != -1)
  {
    if (predictionsTickers.includes(CompaniesInfos.data.values[i][0]) == false && predictionsTickers.length <= 3)
    {
      predictionsTickers.push(CompaniesInfos.data.values[i][0]);
      let values = [ CompaniesInfos.data.values[i][0], CompaniesInfos.data.values[i][2] ];
      predictions.push(values);
    }
  }
}

// Search in Companies names
for (let i = 0; i < CompaniesInfos.data.values.length && predictionsTickers.length <= 3; i++)
{
  let valueCompany = "" + CompaniesInfos.data.values[i][2];
  valueCompany = valueCompany.toUpperCase().trim();
  if (valueCompany.indexOf(inputSearchCompany) != -1)
  {
    if (predictionsTickers.includes(CompaniesInfos.data.values[i][0]) == false && predictionsTickers.length <= 3)
    {
      predictionsTickers.push(CompaniesInfos.data.values[i][0]);
      let values = [ CompaniesInfos.data.values[i][0], CompaniesInfos.data.values[i][2] ];
      predictions.push(values);
    }
  }
}

let suggestions = [];
predictions.forEach(function (prediction)
{
  let id = strReplaceAll(prediction[0], " ", "-");
  let item = { "_id": id, "ticker": prediction[0], "company": prediction[1] };
  suggestions.push(item);
});
$w("#listAutocompleteTicker").data = suggestions; // add the suggestions to the repeater
$w("#listAutocompleteTicker").expand(); // we have data so we can expand the repeater

let endDate = Math.floor(Date.now() / 1000);
debugLog("End Autocomplete: " + endDate);
debugLog("Duration Autocomplete : " + ( endDate - startDate ).toString());

lastSearch = inputSearchCompany;

}, 10); }

export function containerAutocompleteTickers_click(event, $w) { let textAutocompleteTicker = $w("#textAutocompleteTicker").text debugLog("textAutocompleteTicker : " + textAutocompleteTicker); $w("#inputSearchCompany").value = $w("#textAutocompleteTicker").text;

$w("#listAutocompleteTicker").collapse(); searchCompany(); }

export function imageCopy_click(event) {

let textEmailBody = $w('#textIREmailBody').value;

wixWindow.copyToClipboard(textEmailBody) .then( () => { $w("#textCopied").expand(); } ) .catch( (err) => { // handle case where an error occurred } ); }

tehchives commented 1 month ago

I'm not sure of why it's formatting the above way or a better way to share this data - What I think we could look into is creating pages within WhyDRS repo for each page within the current site navigation. I can take the time to do this but may need some coaching to get started. @JamesAlfonse

JamesAlfonse commented 4 weeks ago

I found what looks like the same code here. It's in the src->pages folder within this repo. Looks like there's one for contacting brokers as well in that folder. Let me know if this helps.

tehchives commented 4 weeks ago

That definitely looks like the same code. I didn't realize we already had that set up! Thank you.

WhyDRS / wix-site-public

Contact IR Tool - Code Troubleshooting #17