From 57d5f34ac5fb5d999e6764f0316d7e944450a7a3 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?R=C4=B1dvan=20Akca?= Date: Wed, 3 Jan 2024 14:25:12 +0300 Subject: [PATCH 01/16] feat(vtiger-crm): add vtiger crm integration --- .../src/apps/vtiger-crm/assets/favicon.svg | 925 ++++++++++++++++++ .../backend/src/apps/vtiger-crm/auth/index.js | 44 + .../apps/vtiger-crm/auth/is-still-verified.js | 8 + .../vtiger-crm/auth/verify-credentials.js | 32 + .../apps/vtiger-crm/common/add-auth-header.js | 15 + .../apps/vtiger-crm/common/set-base-url.js | 10 + packages/backend/src/apps/vtiger-crm/index.js | 17 + packages/docs/pages/.vitepress/config.js | 8 +- .../docs/pages/apps/vtiger-crm/connection.md | 13 + .../docs/pages/public/favicons/vtiger-crm.svg | 925 ++++++++++++++++++ 10 files changed, 1996 insertions(+), 1 deletion(-) create mode 100644 packages/backend/src/apps/vtiger-crm/assets/favicon.svg create mode 100644 packages/backend/src/apps/vtiger-crm/auth/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/auth/is-still-verified.js create mode 100644 packages/backend/src/apps/vtiger-crm/auth/verify-credentials.js create mode 100644 packages/backend/src/apps/vtiger-crm/common/add-auth-header.js create mode 100644 packages/backend/src/apps/vtiger-crm/common/set-base-url.js create mode 100644 packages/backend/src/apps/vtiger-crm/index.js create mode 100644 packages/docs/pages/apps/vtiger-crm/connection.md create mode 100644 packages/docs/pages/public/favicons/vtiger-crm.svg diff --git a/packages/backend/src/apps/vtiger-crm/assets/favicon.svg b/packages/backend/src/apps/vtiger-crm/assets/favicon.svg new file mode 100644 index 00000000..0d95870c --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/assets/favicon.svg @@ -0,0 +1,925 @@ + + + + diff --git a/packages/backend/src/apps/vtiger-crm/auth/index.js b/packages/backend/src/apps/vtiger-crm/auth/index.js new file mode 100644 index 00000000..03536e69 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/auth/index.js @@ -0,0 +1,44 @@ +import verifyCredentials from './verify-credentials.js'; +import isStillVerified from './is-still-verified.js'; + +export default { + fields: [ + { + key: 'username', + label: 'Username', + type: 'string', + required: true, + readOnly: false, + value: null, + placeholder: null, + description: 'Email address of your Vtiger CRM account', + clickToCopy: false, + }, + { + key: 'accessKey', + label: 'Access Key', + type: 'string', + required: true, + readOnly: false, + value: null, + placeholder: null, + description: 'Access Key of your Vtiger CRM account', + clickToCopy: false, + }, + { + key: 'domain', + label: 'Domain', + type: 'string', + required: true, + readOnly: false, + value: null, + placeholder: null, + description: + 'For example: acmeco.od1 if your dashboard url is https://acmeco.od1.vtiger.com. (Unfortunately, we are not able to offer support for self-hosted instances at this moment.)', + clickToCopy: false, + }, + ], + + verifyCredentials, + isStillVerified, +}; diff --git a/packages/backend/src/apps/vtiger-crm/auth/is-still-verified.js b/packages/backend/src/apps/vtiger-crm/auth/is-still-verified.js new file mode 100644 index 00000000..6663679a --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/auth/is-still-verified.js @@ -0,0 +1,8 @@ +import verifyCredentials from './verify-credentials.js'; + +const isStillVerified = async ($) => { + await verifyCredentials($); + return true; +}; + +export default isStillVerified; diff --git a/packages/backend/src/apps/vtiger-crm/auth/verify-credentials.js b/packages/backend/src/apps/vtiger-crm/auth/verify-credentials.js new file mode 100644 index 00000000..eddc779a --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/auth/verify-credentials.js @@ -0,0 +1,32 @@ +import crypto from 'crypto'; + +const verifyCredentials = async ($) => { + const params = { + operation: 'getchallenge', + username: $.auth.data.username, + }; + + const { data } = await $.http.get('/webservice.php', { params }); + + const accessKey = crypto + .createHash('md5') + .update(data.result.token + $.auth.data.accessKey) + .digest('hex'); + + const body = { + operation: 'login', + username: $.auth.data.username, + accessKey, + }; + + const { data: result } = await $.http.post('/webservice.php', body); + + const response = await $.http.get('/restapi/v1/vtiger/default/me'); + + await $.auth.set({ + screenName: `${response.data.result?.first_name} ${response.data.result?.last_name}`, + sessionName: result.result.sessionName, + }); +}; + +export default verifyCredentials; diff --git a/packages/backend/src/apps/vtiger-crm/common/add-auth-header.js b/packages/backend/src/apps/vtiger-crm/common/add-auth-header.js new file mode 100644 index 00000000..52de16ea --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/common/add-auth-header.js @@ -0,0 +1,15 @@ +const addAuthHeader = ($, requestConfig) => { + const { data } = $.auth; + + if (data?.username && data?.accessKey) { + requestConfig.headers['Content-Type'] = 'application/x-www-form-urlencoded'; + requestConfig.auth = { + username: data.username, + password: data.accessKey, + }; + } + + return requestConfig; +}; + +export default addAuthHeader; diff --git a/packages/backend/src/apps/vtiger-crm/common/set-base-url.js b/packages/backend/src/apps/vtiger-crm/common/set-base-url.js new file mode 100644 index 00000000..a0dcffe1 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/common/set-base-url.js @@ -0,0 +1,10 @@ +const setBaseUrl = ($, requestConfig) => { + const domain = $.auth.data.domain; + if (domain) { + requestConfig.baseURL = `https://${domain}.vtiger.com`; + } + + return requestConfig; +}; + +export default setBaseUrl; diff --git a/packages/backend/src/apps/vtiger-crm/index.js b/packages/backend/src/apps/vtiger-crm/index.js new file mode 100644 index 00000000..50ce24c0 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/index.js @@ -0,0 +1,17 @@ +import defineApp from '../../helpers/define-app.js'; +import addAuthHeader from './common/add-auth-header.js'; +import setBaseUrl from './common/set-base-url.js'; +import auth from './auth/index.js'; + +export default defineApp({ + name: 'Vtiger CRM', + key: 'vtiger-crm', + iconUrl: '{BASE_URL}/apps/vtiger-crm/assets/favicon.svg', + authDocUrl: 'https://automatisch.io/docs/apps/vtiger-crm/connection', + supportsConnections: true, + baseUrl: '', + apiBaseUrl: '', + primaryColor: '39a86d', + beforeRequest: [setBaseUrl, addAuthHeader], + auth, +}); diff --git a/packages/docs/pages/.vitepress/config.js b/packages/docs/pages/.vitepress/config.js index 04d3fdcf..35d2846f 100644 --- a/packages/docs/pages/.vitepress/config.js +++ b/packages/docs/pages/.vitepress/config.js @@ -305,7 +305,7 @@ export default defineConfig({ collapsed: true, items: [ { text: 'Actions', link: '/apps/removebg/actions' }, - { text: 'Connection', link: '/apps/removebg/connection' } + { text: 'Connection', link: '/apps/removebg/connection' }, ], }, { @@ -448,6 +448,12 @@ export default defineConfig({ { text: 'Connection', link: '/apps/typeform/connection' }, ], }, + { + text: 'Vtiger CRM', + collapsible: true, + collapsed: true, + items: [{ text: 'Connection', link: '/apps/vtiger-crm/connection' }], + }, { text: 'Webhooks', collapsible: true, diff --git a/packages/docs/pages/apps/vtiger-crm/connection.md b/packages/docs/pages/apps/vtiger-crm/connection.md new file mode 100644 index 00000000..101b8760 --- /dev/null +++ b/packages/docs/pages/apps/vtiger-crm/connection.md @@ -0,0 +1,13 @@ +# Vtiger CRM + +:::info +This page explains the steps you need to follow to set up the Vtiger CRM connection in Automatisch. If any of the steps are outdated, please let us know! +::: + +1. Go to the [link](https://www.vtiger.com/) and create an account. +2. Go to **My Preferences** of your account. +3. Copy **Access Key** value from Vtiger CRM to Automatisch. +4. Fill **Username** field as your Vtiger CRM account email on Automatisch. +5. Fill **Domain** field as if your dashboard url is `https://acmeco.od1.vtiger.com`, paste `acmeco.od1` to the field on Automatisch. +6. Click **Submit** button on Automatisch. +7. Congrats! Vtiger CRM connection is created. diff --git a/packages/docs/pages/public/favicons/vtiger-crm.svg b/packages/docs/pages/public/favicons/vtiger-crm.svg new file mode 100644 index 00000000..0d95870c --- /dev/null +++ b/packages/docs/pages/public/favicons/vtiger-crm.svg @@ -0,0 +1,925 @@ + + + + From 47eb0e00e3215ebf6ed5db51e27b0ad8d58b4f3a Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?R=C4=B1dvan=20Akca?= Date: Tue, 16 Jan 2024 17:48:24 +0300 Subject: [PATCH 02/16] feat(vtiger-crm): add new cases trigger --- packages/backend/src/apps/vtiger-crm/index.js | 2 + .../src/apps/vtiger-crm/triggers/index.js | 3 ++ .../vtiger-crm/triggers/new-cases/index.js | 41 +++++++++++++++++++ packages/docs/pages/.vitepress/config.js | 5 ++- .../docs/pages/apps/vtiger-crm/triggers.md | 12 ++++++ packages/docs/pages/guide/available-apps.md | 1 + 6 files changed, 63 insertions(+), 1 deletion(-) create mode 100644 packages/backend/src/apps/vtiger-crm/triggers/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/triggers/new-cases/index.js create mode 100644 packages/docs/pages/apps/vtiger-crm/triggers.md diff --git a/packages/backend/src/apps/vtiger-crm/index.js b/packages/backend/src/apps/vtiger-crm/index.js index 50ce24c0..f1f6fceb 100644 --- a/packages/backend/src/apps/vtiger-crm/index.js +++ b/packages/backend/src/apps/vtiger-crm/index.js @@ -2,6 +2,7 @@ import defineApp from '../../helpers/define-app.js'; import addAuthHeader from './common/add-auth-header.js'; import setBaseUrl from './common/set-base-url.js'; import auth from './auth/index.js'; +import triggers from './triggers/index.js'; export default defineApp({ name: 'Vtiger CRM', @@ -14,4 +15,5 @@ export default defineApp({ primaryColor: '39a86d', beforeRequest: [setBaseUrl, addAuthHeader], auth, + triggers, }); diff --git a/packages/backend/src/apps/vtiger-crm/triggers/index.js b/packages/backend/src/apps/vtiger-crm/triggers/index.js new file mode 100644 index 00000000..8a8dd0b7 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/triggers/index.js @@ -0,0 +1,3 @@ +import newCases from './new-cases/index.js'; + +export default [newCases]; diff --git a/packages/backend/src/apps/vtiger-crm/triggers/new-cases/index.js b/packages/backend/src/apps/vtiger-crm/triggers/new-cases/index.js new file mode 100644 index 00000000..c94a3027 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/triggers/new-cases/index.js @@ -0,0 +1,41 @@ +import defineTrigger from '../../../../helpers/define-trigger.js'; + +export default defineTrigger({ + name: 'New cases', + key: 'newCases', + pollInterval: 15, + description: 'Triggers when a new case is created.', + + async run($) { + let offset = 0; + const limit = 100; + let hasMore = true; + + const params = { + operation: 'query', + sessionName: $.auth.data.sessionName, + query: `SELECT * FROM Cases ORDER BY createdtime DESC LIMIT ${offset}, ${limit};`, + }; + + do { + const { data } = await $.http.get('/webservice.php', { + params, + }); + offset = limit + offset; + + if (!data?.result?.length) { + hasMore = false; + return; + } + + for (const item of data.result) { + $.pushTriggerItem({ + raw: item, + meta: { + internalId: item.id, + }, + }); + } + } while (hasMore); + }, +}); diff --git a/packages/docs/pages/.vitepress/config.js b/packages/docs/pages/.vitepress/config.js index 35d2846f..1bbb537e 100644 --- a/packages/docs/pages/.vitepress/config.js +++ b/packages/docs/pages/.vitepress/config.js @@ -452,7 +452,10 @@ export default defineConfig({ text: 'Vtiger CRM', collapsible: true, collapsed: true, - items: [{ text: 'Connection', link: '/apps/vtiger-crm/connection' }], + items: [ + { text: 'Triggers', link: '/apps/vtiger-crm/triggers' }, + { text: 'Connection', link: '/apps/vtiger-crm/connection' }, + ], }, { text: 'Webhooks', diff --git a/packages/docs/pages/apps/vtiger-crm/triggers.md b/packages/docs/pages/apps/vtiger-crm/triggers.md new file mode 100644 index 00000000..967e6b26 --- /dev/null +++ b/packages/docs/pages/apps/vtiger-crm/triggers.md @@ -0,0 +1,12 @@ +--- +favicon: /favicons/vtiger-crm.svg +items: + - name: New cases + desc: Triggers when a new case is created. +--- + + + + diff --git a/packages/docs/pages/guide/available-apps.md b/packages/docs/pages/guide/available-apps.md index 90f8ba0a..1c5d2cc4 100644 --- a/packages/docs/pages/guide/available-apps.md +++ b/packages/docs/pages/guide/available-apps.md @@ -47,6 +47,7 @@ The following integrations are currently supported by Automatisch. - [Twilio](/apps/twilio/triggers) - [Twitter](/apps/twitter/triggers) - [Typeform](/apps/typeform/triggers) +- [Vtiger CRM](/apps/vtiger-crm/triggers) - [Webhooks](/apps/webhooks/triggers) - [WordPress](/apps/wordpress/triggers) - [Xero](/apps/xero/triggers) From 9395097fdaa78eb0d708e4349d45821ad8bcde1f Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?R=C4=B1dvan=20Akca?= Date: Tue, 16 Jan 2024 17:55:48 +0300 Subject: [PATCH 03/16] feat(vtiger-crm): add new contacts trigger --- .../src/apps/vtiger-crm/triggers/index.js | 3 +- .../vtiger-crm/triggers/new-contacts/index.js | 41 +++++++++++++++++++ .../docs/pages/apps/vtiger-crm/triggers.md | 2 + 3 files changed, 45 insertions(+), 1 deletion(-) create mode 100644 packages/backend/src/apps/vtiger-crm/triggers/new-contacts/index.js diff --git a/packages/backend/src/apps/vtiger-crm/triggers/index.js b/packages/backend/src/apps/vtiger-crm/triggers/index.js index 8a8dd0b7..29dae04f 100644 --- a/packages/backend/src/apps/vtiger-crm/triggers/index.js +++ b/packages/backend/src/apps/vtiger-crm/triggers/index.js @@ -1,3 +1,4 @@ import newCases from './new-cases/index.js'; +import newContacts from './new-contacts/index.js'; -export default [newCases]; +export default [newCases, newContacts]; diff --git a/packages/backend/src/apps/vtiger-crm/triggers/new-contacts/index.js b/packages/backend/src/apps/vtiger-crm/triggers/new-contacts/index.js new file mode 100644 index 00000000..cf602140 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/triggers/new-contacts/index.js @@ -0,0 +1,41 @@ +import defineTrigger from '../../../../helpers/define-trigger.js'; + +export default defineTrigger({ + name: 'New contacts', + key: 'newContacts', + pollInterval: 15, + description: 'Triggers when a new contact is created.', + + async run($) { + let offset = 0; + const limit = 100; + let hasMore = true; + + const params = { + operation: 'query', + sessionName: $.auth.data.sessionName, + query: `SELECT * FROM Contacts ORDER BY createdtime DESC LIMIT ${offset}, ${limit};`, + }; + + do { + const { data } = await $.http.get('/webservice.php', { + params, + }); + offset = limit + offset; + + if (!data?.result?.length) { + hasMore = false; + return; + } + + for (const item of data.result) { + $.pushTriggerItem({ + raw: item, + meta: { + internalId: item.id, + }, + }); + } + } while (hasMore); + }, +}); diff --git a/packages/docs/pages/apps/vtiger-crm/triggers.md b/packages/docs/pages/apps/vtiger-crm/triggers.md index 967e6b26..c76d8109 100644 --- a/packages/docs/pages/apps/vtiger-crm/triggers.md +++ b/packages/docs/pages/apps/vtiger-crm/triggers.md @@ -3,6 +3,8 @@ favicon: /favicons/vtiger-crm.svg items: - name: New cases desc: Triggers when a new case is created. + - name: New contacts + desc: Triggers when a new contact is created. --- + + From fbfa67e4710953e0e09c5d88c662bed62dcdbb97 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?R=C4=B1dvan=20Akca?= Date: Tue, 16 Jan 2024 18:26:58 +0300 Subject: [PATCH 09/16] feat(vtiger-crm): add create todo action --- .../vtiger-crm/actions/create-todo/fields.js | 357 ++++++++++++++++++ .../vtiger-crm/actions/create-todo/index.js | 78 ++++ .../src/apps/vtiger-crm/actions/index.js | 3 +- .../src/apps/vtiger-crm/dynamic-data/index.js | 12 + .../dynamic-data/list-milestones/index.js | 29 ++ .../dynamic-data/list-projects/index.js | 29 ++ .../dynamic-data/list-services/index.js | 29 ++ .../dynamic-data/list-sla-names/index.js | 29 ++ .../dynamic-data/list-tasks/index.js | 29 ++ .../dynamic-data/list-todo-options/index.js | 37 ++ .../docs/pages/apps/vtiger-crm/actions.md | 2 + 11 files changed, 633 insertions(+), 1 deletion(-) create mode 100644 packages/backend/src/apps/vtiger-crm/actions/create-todo/fields.js create mode 100644 packages/backend/src/apps/vtiger-crm/actions/create-todo/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/dynamic-data/list-milestones/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/dynamic-data/list-projects/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/dynamic-data/list-services/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/dynamic-data/list-sla-names/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/dynamic-data/list-tasks/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/dynamic-data/list-todo-options/index.js diff --git a/packages/backend/src/apps/vtiger-crm/actions/create-todo/fields.js b/packages/backend/src/apps/vtiger-crm/actions/create-todo/fields.js new file mode 100644 index 00000000..d386cc68 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/actions/create-todo/fields.js @@ -0,0 +1,357 @@ +export const fields = [ + { + label: 'Name', + key: 'name', + type: 'string', + required: true, + description: '', + variables: true, + }, + { + label: 'Assigned To', + key: 'assignedTo', + type: 'string', + required: false, + description: 'Default is the id of the account connected to Automatisch.', + variables: true, + }, + { + label: 'Start Date & Time', + key: 'startDateAndTime', + type: 'string', + required: false, + description: 'Format: yyyy-mm-dd', + variables: true, + }, + { + label: 'Due Date', + key: 'dueDate', + type: 'string', + required: false, + description: 'Format: yyyy-mm-dd', + variables: true, + }, + { + label: 'Stage', + key: 'stage', + type: 'dropdown', + required: true, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listTodoOptions', + }, + { + name: 'parameters.stage', + value: 'taskstatus', + }, + ], + }, + }, + { + label: 'Contact Name', + key: 'contactName', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listContacts', + }, + ], + }, + }, + { + label: 'Priority', + key: 'priority', + type: 'dropdown', + required: true, + description: '', + variables: true, + options: [ + { label: 'High', value: 'High' }, + { label: 'Medium', value: 'Medium' }, + { label: 'Low', value: 'Low' }, + ], + }, + { + label: 'Send Notification', + key: 'sendNotification', + type: 'dropdown', + required: false, + description: '', + variables: true, + options: [ + { label: 'True', value: 'true' }, + { label: 'False', value: 'false' }, + ], + }, + { + label: 'Location', + key: 'location', + type: 'string', + required: false, + description: '', + variables: true, + }, + { + label: 'Record Currency', + key: 'recordCurrency', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listRecordCurrencies', + }, + ], + }, + }, + { + label: 'Milestone', + key: 'milestone', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listMilestones', + }, + ], + }, + }, + { + label: 'Previous Task', + key: 'previousTask', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listTasks', + }, + ], + }, + }, + { + label: 'Parent Task', + key: 'parentTask', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listTasks', + }, + ], + }, + }, + { + label: 'Task Type', + key: 'taskType', + type: 'dropdown', + required: true, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listTodoOptions', + }, + { + name: 'parameters.taskType', + value: 'tasktype', + }, + ], + }, + }, + { + label: 'Skipped Reason', + key: 'skippedReason', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listTodoOptions', + }, + { + name: 'parameters.skippedReason', + value: 'skipped_reason', + }, + ], + }, + }, + { + label: 'Estimate', + key: 'estimate', + type: 'string', + required: false, + description: '', + variables: true, + }, + { + label: 'Related Task', + key: 'relatedTask', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listTasks', + }, + ], + }, + }, + { + label: 'Project Name', + key: 'projectName', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listProjects', + }, + ], + }, + }, + { + label: 'Organization Name', + key: 'organizationName', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listOrganizations', + }, + ], + }, + }, + { + label: 'Send Email Reminder Before', + key: 'sendEmailReminderBefore', + type: 'string', + required: false, + description: '', + variables: true, + }, + { + label: 'Description', + key: 'description', + type: 'string', + required: false, + description: '', + variables: true, + }, + { + label: 'Is Billable', + key: 'isBillable', + type: 'dropdown', + required: false, + description: '', + variables: true, + options: [ + { label: 'True', value: '1' }, + { label: 'False', value: '-1' }, + ], + }, + { + label: 'Service', + key: 'service', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listServices', + }, + ], + }, + }, + { + label: 'Rate', + key: 'rate', + type: 'string', + required: false, + description: '', + variables: true, + }, + { + label: 'SLA Name', + key: 'slaName', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listSlaNames', + }, + ], + }, + }, +]; diff --git a/packages/backend/src/apps/vtiger-crm/actions/create-todo/index.js b/packages/backend/src/apps/vtiger-crm/actions/create-todo/index.js new file mode 100644 index 00000000..295d0c7f --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/actions/create-todo/index.js @@ -0,0 +1,78 @@ +import defineAction from '../../../../helpers/define-action.js'; +import { fields } from './fields.js'; + +export default defineAction({ + name: 'Create todo', + key: 'createTodo', + description: 'Create a new todo.', + arguments: fields, + + async run($) { + const { + name, + assignedTo, + startDateAndTime, + dueDate, + stage, + contactName, + priority, + sendNotification, + location, + recordCurrency, + milestone, + previousTask, + parentTask, + taskType, + skippedReason, + estimate, + relatedTask, + projectName, + organizationName, + sendEmailReminderBefore, + description, + isBillable, + service, + rate, + slaName, + } = $.step.parameters; + + const elementData = { + subject: name, + assigned_user_id: assignedTo || $.auth.data.userId, + date_start: startDateAndTime, + due_date: dueDate, + taskstatus: stage, + contact_id: contactName, + taskpriority: priority, + sendnotification: sendNotification, + location: location, + record_currency_id: recordCurrency, + milestone: milestone, + dependent_on: previousTask, + parent_task: parentTask, + tasktype: taskType, + skipped_reason: skippedReason, + estimate: estimate, + related_task: relatedTask, + related_project: projectName, + account_id: organizationName, + reminder_time: sendEmailReminderBefore, + description: description, + is_billable: isBillable, + billing_service: service, + rate: rate, + slaid: slaName, + }; + + const body = { + operation: 'create', + sessionName: $.auth.data.sessionName, + element: JSON.stringify(elementData), + elementType: 'Calendar', + }; + + const response = await $.http.post('/webservice.php', body); + + $.setActionItem({ raw: response.data }); + }, +}); diff --git a/packages/backend/src/apps/vtiger-crm/actions/index.js b/packages/backend/src/apps/vtiger-crm/actions/index.js index 3b7b0a62..b2a966c4 100644 --- a/packages/backend/src/apps/vtiger-crm/actions/index.js +++ b/packages/backend/src/apps/vtiger-crm/actions/index.js @@ -1,3 +1,4 @@ import createOpportunity from './create-opportunity/index.js'; +import createTodo from './create-todo/index.js'; -export default [createOpportunity]; +export default [createOpportunity, createTodo]; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/index.js index 3cdc6a58..7f991f6a 100644 --- a/packages/backend/src/apps/vtiger-crm/dynamic-data/index.js +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/index.js @@ -1,13 +1,25 @@ import listCampaignSources from './list-campaign-sources/index.js'; import listContacts from './list-contacts/index.js'; +import listMilestones from './list-milestones/index.js'; import listOpportunityOptions from './list-opportunity-options/index.js'; import listOrganizations from './list-organizations/index.js'; +import listProjects from './list-projects/index.js'; import listRecordCurrencies from './list-record-currencies/index.js'; +import listServices from './list-services/index.js'; +import listSlaNames from './list-sla-names/index.js'; +import listTasks from './list-tasks/index.js'; +import listTodoOptions from './list-todo-options/index.js'; export default [ listCampaignSources, listContacts, + listMilestones, listOpportunityOptions, listOrganizations, + listProjects, listRecordCurrencies, + listServices, + listSlaNames, + listTasks, + listTodoOptions, ]; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/list-milestones/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-milestones/index.js new file mode 100644 index 00000000..9bc7a50c --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-milestones/index.js @@ -0,0 +1,29 @@ +export default { + name: 'List milestones', + key: 'listMilestones', + + async run($) { + const milestones = { + data: [], + }; + + const params = { + operation: 'query', + sessionName: $.auth.data.sessionName, + query: 'SELECT * FROM ProjectMilestone ORDER BY createdtime DESC;', + }; + + const { data } = await $.http.get('/webservice.php', { params }); + + if (data.result?.length) { + for (const milestone of data.result) { + milestones.data.push({ + value: milestone.id, + name: milestone.projectmilestonename, + }); + } + } + + return milestones; + }, +}; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/list-projects/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-projects/index.js new file mode 100644 index 00000000..ec12956b --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-projects/index.js @@ -0,0 +1,29 @@ +export default { + name: 'List projects', + key: 'listProjects', + + async run($) { + const projects = { + data: [], + }; + + const params = { + operation: 'query', + sessionName: $.auth.data.sessionName, + query: 'SELECT * FROM Project ORDER BY createdtime DESC;', + }; + + const { data } = await $.http.get('/webservice.php', { params }); + + if (data.result?.length) { + for (const project of data.result) { + projects.data.push({ + value: project.id, + name: project.projectname, + }); + } + } + + return projects; + }, +}; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/list-services/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-services/index.js new file mode 100644 index 00000000..c08c4ae1 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-services/index.js @@ -0,0 +1,29 @@ +export default { + name: 'List services', + key: 'listServices', + + async run($) { + const services = { + data: [], + }; + + const params = { + operation: 'query', + sessionName: $.auth.data.sessionName, + query: 'SELECT * FROM Services ORDER BY createdtime DESC;', + }; + + const { data } = await $.http.get('/webservice.php', { params }); + + if (data.result?.length) { + for (const service of data.result) { + services.data.push({ + value: service.id, + name: service.servicename, + }); + } + } + + return services; + }, +}; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/list-sla-names/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-sla-names/index.js new file mode 100644 index 00000000..5026c828 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-sla-names/index.js @@ -0,0 +1,29 @@ +export default { + name: 'List sla names', + key: 'listSlaNames', + + async run($) { + const slaNames = { + data: [], + }; + + const params = { + operation: 'query', + sessionName: $.auth.data.sessionName, + query: 'SELECT * FROM SLA ORDER BY createdtime DESC;', + }; + + const { data } = await $.http.get(`/webservice.php`, { params }); + + if (data.result?.length) { + for (const slaName of data.result) { + slaNames.data.push({ + value: slaName.id, + name: slaName.policy_name, + }); + } + } + + return slaNames; + }, +}; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/list-tasks/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-tasks/index.js new file mode 100644 index 00000000..87c174f9 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-tasks/index.js @@ -0,0 +1,29 @@ +export default { + name: 'List tasks', + key: 'listTasks', + + async run($) { + const tasks = { + data: [], + }; + + const params = { + operation: 'query', + sessionName: $.auth.data.sessionName, + query: 'SELECT * FROM Calendar ORDER BY createdtime DESC;', + }; + + const { data } = await $.http.get('/webservice.php', { params }); + + if (data.result?.length) { + for (const task of data.result) { + tasks.data.push({ + value: task.id, + name: task.subject, + }); + } + } + + return tasks; + }, +}; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/list-todo-options/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-todo-options/index.js new file mode 100644 index 00000000..ca0d1f4c --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-todo-options/index.js @@ -0,0 +1,37 @@ +export default { + name: 'List todo options', + key: 'listTodoOptions', + + async run($) { + const todoOptions = { + data: [], + }; + const stage = $.step.parameters.stage; + const taskType = $.step.parameters.taskType; + const skippedReason = $.step.parameters.skippedReason; + const picklistFields = [stage, taskType, skippedReason]; + + const params = { + operation: 'describe', + sessionName: $.auth.data.sessionName, + elementType: 'Calendar', + }; + + const { data } = await $.http.get('/webservice.php', { params }); + + if (data.result.fields?.length) { + for (const field of data.result.fields) { + if (picklistFields.includes(field.name)) { + field.type.picklistValues.map((item) => + todoOptions.data.push({ + value: item.value, + name: item.label, + }) + ); + } + } + } + + return todoOptions; + }, +}; diff --git a/packages/docs/pages/apps/vtiger-crm/actions.md b/packages/docs/pages/apps/vtiger-crm/actions.md index cd5f1ee0..3d335f57 100644 --- a/packages/docs/pages/apps/vtiger-crm/actions.md +++ b/packages/docs/pages/apps/vtiger-crm/actions.md @@ -3,6 +3,8 @@ favicon: /favicons/vtiger-crm.svg items: - name: Create opportunity desc: Create a new opportunity. + - name: Create todo + desc: Create a new todo. ---