feat(pipedrive): add create person action

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

@@ -0,0 +1,151 @@
+import defineAction from '../../../../helpers/define-action';
+
+type TEmail = {
+  __id: string;
+  email: string;
+}[];
+
+type TPhone = {
+  __id: string;
+  phone: 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 person',
+  key: 'createPerson',
+  description: 'Creates a new person.',
+  arguments: [
+    {
+      label: 'Name',
+      key: 'name',
+      type: 'string' as const,
+      required: true,
+      description: '',
+      variables: true,
+    },
+    {
+      label: 'Owner',
+      key: 'ownerId',
+      type: 'dropdown' as const,
+      required: false,
+      description: '',
+      variables: true,
+      source: {
+        type: 'query',
+        name: 'getDynamicData',
+        arguments: [
+          {
+            name: 'key',
+            value: 'listUsers',
+          },
+        ],
+      },
+    },
+    {
+      label: 'Organization',
+      key: 'organizationId',
+      type: 'dropdown' as const,
+      required: false,
+      description: '',
+      variables: true,
+      source: {
+        type: 'query',
+        name: 'getDynamicData',
+        arguments: [
+          {
+            name: 'key',
+            value: 'listOrganizations',
+          },
+        ],
+      },
+    },
+    {
+      label: 'Emails',
+      key: 'emails',
+      type: 'dynamic' as const,
+      required: false,
+      description: '',
+      fields: [
+        {
+          label: 'Email',
+          key: 'email',
+          type: 'string' as const,
+          required: false,
+          description: '',
+          variables: true,
+        },
+      ],
+    },
+    {
+      label: 'Phones',
+      key: 'phones',
+      type: 'dynamic' as const,
+      required: false,
+      description: '',
+      fields: [
+        {
+          label: 'Phone',
+          key: 'phone',
+          type: 'string' as const,
+          required: false,
+          description: '',
+          variables: true,
+        },
+      ],
+    },
+    {
+      label: 'Label',
+      key: 'labelId',
+      type: 'dropdown' as const,
+      required: false,
+      description: '',
+      variables: true,
+      source: {
+        type: 'query',
+        name: 'getDynamicData',
+        arguments: [
+          {
+            name: 'key',
+            value: 'listPersonLabelField',
+          },
+        ],
+      },
+    },
+  ],
+
+  async run($) {
+    const { name, ownerId, organizationId, labelId } = $.step.parameters;
+    const emails = $.step.parameters.emails as TEmail;
+    const emailValues = emails.map((entry) => entry.email);
+    const phones = $.step.parameters.phones as TPhone;
+    const phoneValues = phones.map((entry) => entry.phone);
+
+    const fields = {
+      name: name,
+      owner_id: ownerId,
+      org_id: organizationId,
+      email: emailValues,
+      phone: phoneValues,
+      label: labelId,
+    };
+
+    const body = filterProvidedFields(fields);
+
+    const {
+      data: { data },
+    } = await $.http.post(`${$.auth.data.apiDomain}/api/v1/persons`, body);
+
+    $.setActionItem({
+      raw: data,
+    });
+  },
+});

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

@@ -3,6 +3,7 @@ import createDeal from './create-deal';
 import createLead from './create-lead';
 import createNote from './create-note';
 import createOrganization from './create-organization';
+import createPerson from './create-person';
 
 export default [
   createActivity,
@@ -10,4 +11,5 @@ export default [
   createLead,
   createNote,
   createOrganization,
+  createPerson,
 ];

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

@@ -5,6 +5,7 @@ import listLeads from './list-leads';
 import listLeadLabels from './list-lead-labels';
 import listOrganizations from './list-organizations';
 import listOrganizationLabelField from './list-organization-label-field';
+import listPersonLabelField from './list-person-label-field';
 import listPersons from './list-persons';
 import listUsers from './list-users';
 
@@ -16,6 +17,7 @@ export default [
   listLeadLabels,
   listOrganizations,
   listOrganizationLabelField,
+  listPersonLabelField,
   listPersons,
   listUsers,
 ];

packages/backend/src/apps/pipedrive/dynamic-data/list-person-label-field/index.ts

@@ -0,0 +1,42 @@
+import { IGlobalVariable, IJSONObject } from '@automatisch/types';
+
+export default {
+  name: 'List person label field',
+  key: 'listPersonLabelField',
+
+  async run($: IGlobalVariable) {
+    const personFields: {
+      data: IJSONObject[];
+    } = {
+      data: [],
+    };
+
+    const params = {
+      start: 0,
+      limit: 100,
+    };
+
+    do {
+      const { data } = await $.http.get(
+        `${$.auth.data.apiDomain}/api/v1/personFields`,
+        { params }
+      );
+      params.start = data.additional_data?.pagination?.next_start;
+
+      const labelField = data.data?.filter(
+        (personField: IJSONObject) => personField.key === 'label'
+      );
+      const labelOptions = labelField[0].options;
+
+      if (labelOptions?.length) {
+        for (const label of labelOptions) {
+          personFields.data.push({
+            value: label.id,
+            name: label.label,
+          });
+        }
+      }
+    } while (params.start);
+    return personFields;
+  },
+};

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

@@ -11,6 +11,8 @@ items:
     desc: Creates a new note.
   - name: Create organization
     desc: Creates a new organization.
+  - name: Create person
+    desc: Creates a new person.
 ---
 
 <script setup>