feat(pipedrive): add create lead action

packages/backend/src/apps/pipedrive/actions/create-lead/index.ts

@@ -0,0 +1,199 @@
+import defineAction from '../../../../helpers/define-action';
+
+type LabelIds = { __id: string; leadLabelId: string }[];
+
+type LabelValue = { amount?: number; currency?: string };
+
+function filterProvidedFields(body: Record<string, unknown>) {
+  return Object.keys(body).reduce<Record<string, unknown>>((result, key) => {
+    if (body[key]) {
+      result[key] = body[key];
+    }
+    return result;
+  }, {});
+}
+
+export default defineAction({
+  name: 'Create lead',
+  key: 'createLead',
+  description: 'Creates a new lead.',
+  arguments: [
+    {
+      label: 'Title',
+      key: 'title',
+      type: 'string' as const,
+      required: true,
+      description: '',
+      variables: true,
+    },
+    {
+      label: 'Person',
+      key: 'personId',
+      type: 'dropdown' as const,
+      required: false,
+      description:
+        'Lead must be associated with at least one person or organization.',
+      variables: true,
+      source: {
+        type: 'query',
+        name: 'getDynamicData',
+        arguments: [
+          {
+            name: 'key',
+            value: 'listPersons',
+          },
+        ],
+      },
+    },
+    {
+      label: 'Organization',
+      key: 'organizationId',
+      type: 'dropdown' as const,
+      required: false,
+      description:
+        'Lead must be associated with at least one person or organization.',
+      variables: true,
+      source: {
+        type: 'query',
+        name: 'getDynamicData',
+        arguments: [
+          {
+            name: 'key',
+            value: 'listOrganizations',
+          },
+        ],
+      },
+    },
+    {
+      label: 'Owner',
+      key: 'ownerId',
+      type: 'dropdown' as const,
+      required: false,
+      description:
+        'Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.',
+      variables: true,
+      source: {
+        type: 'query',
+        name: 'getDynamicData',
+        arguments: [
+          {
+            name: 'key',
+            value: 'listUsers',
+          },
+        ],
+      },
+    },
+    {
+      label: 'Lead Labels',
+      key: 'labelIds',
+      type: 'dynamic' as const,
+      required: false,
+      description: '',
+      fields: [
+        {
+          label: 'Label',
+          key: 'leadLabelId',
+          type: 'dropdown' as const,
+          required: false,
+          variables: true,
+          source: {
+            type: 'query',
+            name: 'getDynamicData',
+            arguments: [
+              {
+                name: 'key',
+                value: 'listLeadLabels',
+              },
+            ],
+          },
+        },
+      ],
+    },
+    {
+      label: 'Expected Close Date',
+      key: 'expectedCloseDate',
+      type: 'string' as const,
+      required: false,
+      description: '',
+      variables: true,
+    },
+    {
+      label: 'Lead Value',
+      key: 'value',
+      type: 'string' as const,
+      required: false,
+      description: '',
+      variables: true,
+    },
+    {
+      label: 'Lead Value Currency',
+      key: 'currency',
+      type: 'dropdown' as const,
+      required: false,
+      description: 'This field is required if a Lead Value amount is provided.',
+      variables: true,
+      source: {
+        type: 'query',
+        name: 'getDynamicData',
+        arguments: [
+          {
+            name: 'key',
+            value: 'listCurrencies',
+          },
+        ],
+      },
+    },
+  ],
+
+  async run($) {
+    const {
+      title,
+      personId,
+      organizationId,
+      ownerId,
+      labelIds,
+      expectedCloseDate,
+      value,
+      currency,
+    } = $.step.parameters;
+
+    const onlyLabelIds = (labelIds as LabelIds)
+      .map((labelId) => labelId.leadLabelId)
+      .filter(Boolean);
+
+    const labelValue: LabelValue = {};
+
+    if (value) {
+      labelValue.amount = Number(value);
+    }
+    if (currency) {
+      labelValue.currency = currency as string;
+    }
+
+    const fields = {
+      title: title as string,
+      person_id: Number(personId),
+      organization_id: Number(organizationId),
+      owner_id: Number(ownerId),
+      expected_close_date: expectedCloseDate as string,
+    };
+
+    const body = filterProvidedFields(fields);
+
+    if (onlyLabelIds.length) {
+      body.label_ids = onlyLabelIds;
+    }
+
+    if (Object.keys(labelValue).length) {
+      body.value = labelValue;
+    }
+
+    const {
+      data: { data },
+    } = await $.http.post(`${$.auth.data.apiDomain}/api/v1/leads`, body);
+
+    $.setActionItem({
+      raw: data,
+    });
+  },
+});

packages/backend/src/apps/pipedrive/actions/index.ts

@@ -1,5 +1,6 @@
 import createActivity from './create-activity';
 import createDeal from './create-deal';
+import createLead from './create-lead';
 import createNote from './create-note';
 
-export default [createActivity, createDeal, createNote];
+export default [createActivity, createDeal, createLead, createNote];

packages/backend/src/apps/pipedrive/dynamic-data/index.ts

@@ -2,6 +2,7 @@ import listActivityTypes from './list-activity-types';
 import listCurrencies from './list-currencies';
 import listDeals from './list-deals';
 import listLeads from './list-leads';
+import listLeadLabels from './list-lead-labels';
 import listOrganizations from './list-organizations';
 import listPersons from './list-persons';
 import listUsers from './list-users';
@@ -11,6 +12,7 @@ export default [
   listCurrencies,
   listDeals,
   listLeads,
+  listLeadLabels,
   listOrganizations,
   listPersons,
   listUsers,

packages/backend/src/apps/pipedrive/dynamic-data/list-lead-labels/index.ts

@@ -0,0 +1,34 @@
+import { IGlobalVariable, IJSONObject } from '@automatisch/types';
+
+export default {
+  name: 'List lead labels',
+  key: 'listLeadLabels',
+
+  async run($: IGlobalVariable) {
+    const leadLabels: {
+      data: IJSONObject[];
+    } = {
+      data: [],
+    };
+
+    const { data } = await $.http.get(
+      `${$.auth.data.apiDomain}/api/v1/leadLabels`
+    );
+
+    if (!data?.data) {
+      return { data: [] };
+    }
+
+    if (data.data.length) {
+      for (const leadLabel of data.data) {
+        const name = `${leadLabel.name} (${leadLabel.color})`;
+        leadLabels.data.push({
+          value: leadLabel.id,
+          name,
+        });
+      }
+    }
+
+    return leadLabels;
+  },
+};

packages/docs/pages/apps/pipedrive/actions.md

@@ -1,12 +1,14 @@
 ---
 favicon: /favicons/pipedrive.svg
 items:
-  - name: Create deal
-    desc: Creates a new deal.
-  - name: Create note
-    desc: Creates a new note.
   - name: Create activity
     desc: Creates a new activity.
+  - name: Create deal
+    desc: Creates a new deal.
+  - name: Create lead
+    desc: Creates a new lead.
+  - name: Create note
+    desc: Creates a new note.
 ---
 
 <script setup>

packages/web/src/components/DynamicField/index.tsx

@@ -25,14 +25,13 @@ interface DynamicFieldProps {
   docUrl?: string;
   clickToCopy?: boolean;
   disabled?: boolean;
-  fields: IFieldDynamic["fields"];
+  fields: IFieldDynamic['fields'];
   shouldUnregister?: boolean;
+  stepId?: string;
 }
 
-function DynamicField(
-  props: DynamicFieldProps
-): React.ReactElement {
-  const { label, description, fields, name, defaultValue } = props;
+function DynamicField(props: DynamicFieldProps): React.ReactElement {
+  const { label, description, fields, name, defaultValue, stepId } = props;
   const { control, setValue, getValues } = useFormContext();
   const fieldsValue = useWatch({ control, name }) as Record<string, unknown>[];
   const editorContext = React.useContext(EditorContext);
@@ -43,7 +42,7 @@ function DynamicField(
         ...previousValue,
         [field.key]: '',
         __id: uuidv4(),
-      }
+      };
     }, {});
   }, [fields]);
 
@@ -57,23 +56,31 @@ function DynamicField(
     }
   }, [getValues, createEmptyItem]);
 
-  const removeItem = React.useCallback((index) => {
-    if (fieldsValue.length === 1) return;
+  const removeItem = React.useCallback(
+    (index) => {
+      if (fieldsValue.length === 1) return;
 
-    const newFieldsValue = fieldsValue.filter((fieldValue, fieldIndex) => fieldIndex !== index);
+      const newFieldsValue = fieldsValue.filter(
+        (fieldValue, fieldIndex) => fieldIndex !== index
+      );
 
-    setValue(name, newFieldsValue);
-  }, [fieldsValue]);
+      setValue(name, newFieldsValue);
+    },
+    [fieldsValue]
+  );
 
-  React.useEffect(function addInitialGroupWhenEmpty() {
-    const fieldValues = getValues(name);
+  React.useEffect(
+    function addInitialGroupWhenEmpty() {
+      const fieldValues = getValues(name);
 
-    if (!fieldValues && defaultValue) {
-      setValue(name, defaultValue);
-    } else if (!fieldValues) {
-      setValue(name, [createEmptyItem()]);
-    }
-  }, [createEmptyItem, defaultValue]);
+      if (!fieldValues && defaultValue) {
+        setValue(name, defaultValue);
+      } else if (!fieldValues) {
+        setValue(name, [createEmptyItem()]);
+      }
+    },
+    [createEmptyItem, defaultValue]
+  );
 
   return (
     <React.Fragment>
@@ -81,14 +88,22 @@ function DynamicField(
 
       {fieldsValue?.map((field, index) => (
         <Stack direction="row" spacing={2} key={`fieldGroup-${field.__id}`}>
-          <Stack direction={{ xs: 'column', sm: 'row' }} spacing={{ xs: 2 }} sx={{ display: 'flex', flex: 1 }}>
+          <Stack
+            direction={{ xs: 'column', sm: 'row' }}
+            spacing={{ xs: 2 }}
+            sx={{ display: 'flex', flex: 1 }}
+          >
             {fields.map((fieldSchema, fieldSchemaIndex) => (
-              <Box sx={{ display: 'flex', flex: '1 0 0px' }} key={`field-${field.__id}-${fieldSchemaIndex}`}>
+              <Box
+                sx={{ display: 'flex', flex: '1 0 0px' }}
+                key={`field-${field.__id}-${fieldSchemaIndex}`}
+              >
                 <InputCreator
                   schema={fieldSchema}
                   namePrefix={`${name}.${index}`}
                   disabled={editorContext.readOnly}
                   shouldUnregister={false}
+                  stepId={stepId}
                 />
               </Box>
             ))}

packages/web/src/components/InputCreator/index.tsx

@@ -72,6 +72,7 @@ export default function InputCreator(
         disabled={disabled}
         fields={schema.fields}
         shouldUnregister={shouldUnregister}
+        stepId={stepId}
       />
     );
   }