feat(vtiger-crm): add create case action

packages/backend/src/apps/vtiger-crm/actions/create-case/fields.js

@@ -0,0 +1,408 @@
+export const fields = [
+  {
+    label: 'Summary',
+    key: 'summary',
+    type: 'string',
+    required: true,
+    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: 'Case Title',
+    key: 'caseTitle',
+    type: 'string',
+    required: true,
+    description: '',
+    variables: true,
+  },
+  {
+    label: 'Status',
+    key: 'status',
+    type: 'dropdown',
+    required: true,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listCaseOptions',
+        },
+        {
+          name: 'parameters.status',
+          value: 'casestatus',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Priority',
+    key: 'priority',
+    type: 'dropdown',
+    required: true,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listCaseOptions',
+        },
+        {
+          name: 'parameters.priority',
+          value: 'casepriority',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Contact Name',
+    key: 'contactName',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listContacts',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Organization Name',
+    key: 'organizationName',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listOrganizations',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Group',
+    key: 'group',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listGroups',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Assigned To',
+    key: 'assignedTo',
+    type: 'string',
+    required: false,
+    description: '',
+    variables: true,
+  },
+  {
+    label: 'Product Name',
+    key: 'productName',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listProducts',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Channel',
+    key: 'channel',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listCaseOptions',
+        },
+        {
+          name: 'parameters.channel',
+          value: 'casechannel',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Resolution',
+    key: 'resolution',
+    type: 'string',
+    required: false,
+    description: '',
+    variables: true,
+  },
+  {
+    label: 'Category',
+    key: 'category',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listCaseOptions',
+        },
+        {
+          name: 'parameters.category',
+          value: 'impact_type',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Sub Category',
+    key: 'subCategory',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listCaseOptions',
+        },
+        {
+          name: 'parameters.subCategory',
+          value: 'impact_area',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Resolution Type',
+    key: 'resolutionType',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listCaseOptions',
+        },
+        {
+          name: 'parameters.resolutionType',
+          value: 'resolution_type',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Deferred Date',
+    key: 'deferredDate',
+    type: 'string',
+    required: false,
+    description: 'format: yyyy-mm-dd',
+    variables: true,
+  },
+  {
+    label: 'Service Contracts',
+    key: 'serviceContracts',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listServiceContracts',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Asset',
+    key: 'asset',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listAssets',
+        },
+      ],
+    },
+  },
+  {
+    label: 'SLA Name',
+    key: 'slaName',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listSlaNames',
+        },
+      ],
+    },
+  },
+  {
+    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: 'Service Type',
+    key: 'serviceType',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listCaseOptions',
+        },
+        {
+          name: 'parameters.serviceType',
+          value: 'servicetype',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Service Location',
+    key: 'serviceLocation',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listCaseOptions',
+        },
+        {
+          name: 'parameters.serviceLocation',
+          value: 'servicelocation',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Work Location',
+    key: 'workLocation',
+    type: 'string',
+    required: false,
+    description: '',
+    variables: true,
+  },
+];

packages/backend/src/apps/vtiger-crm/actions/create-case/index.js

@@ -0,0 +1,78 @@
+import defineAction from '../../../../helpers/define-action.js';
+import { fields } from './fields.js';
+
+export default defineAction({
+  name: 'Create case',
+  key: 'createCase',
+  description: 'Create a new case.',
+  arguments: fields,
+
+  async run($) {
+    const {
+      summary,
+      recordCurrency,
+      caseTitle,
+      status,
+      priority,
+      contactName,
+      organizationName,
+      group,
+      assignedTo,
+      productName,
+      channel,
+      resolution,
+      category,
+      subCategory,
+      resolutionType,
+      deferredDate,
+      serviceContracts,
+      asset,
+      slaName,
+      isBillable,
+      service,
+      rate,
+      serviceType,
+      serviceLocation,
+      workLocation,
+    } = $.step.parameters;
+
+    const elementData = {
+      description: summary,
+      record_currency_id: recordCurrency,
+      title: caseTitle,
+      casestatus: status,
+      casepriority: priority,
+      contact_id: contactName,
+      parent_id: organizationName,
+      group_id: group,
+      assigned_user_id: assignedTo,
+      product_id: productName,
+      casechannel: channel,
+      resolution: resolution,
+      impact_type: category,
+      impact_area: subCategory,
+      resolution_type: resolutionType,
+      deferred_date: deferredDate,
+      servicecontract_id: serviceContracts,
+      asset_id: asset,
+      slaid: slaName,
+      is_billable: isBillable,
+      billing_service: service,
+      rate: rate,
+      servicetype: serviceType,
+      servicelocation: serviceLocation,
+      work_location: workLocation,
+    };
+
+    const body = {
+      operation: 'create',
+      sessionName: $.auth.data.sessionName,
+      element: JSON.stringify(elementData),
+      elementType: 'Cases',
+    };
+
+    const response = await $.http.post('/webservice.php', body);
+
+    $.setActionItem({ raw: response.data });
+  },
+});

packages/backend/src/apps/vtiger-crm/actions/index.js

@@ -1,6 +1,13 @@
+import createCase from './create-case/index.js';
 import createContact from './create-contact/index.js';
 import createLead from './create-lead/index.js';
 import createOpportunity from './create-opportunity/index.js';
 import createTodo from './create-todo/index.js';
 
-export default [createContact, createLead, createOpportunity, createTodo];
+export default [
+  createCase,
+  createContact,
+  createLead,
+  createOpportunity,
+  createTodo,
+];

packages/backend/src/apps/vtiger-crm/dynamic-data/index.js

@@ -1,27 +1,37 @@
+import listAssets from './list-assets/index.js';
 import listCampaignSources from './list-campaign-sources/index.js';
+import listCaseOptions from './list-case-options/index.js';
 import listContactOptions from './list-contact-options/index.js';
 import listContacts from './list-contacts/index.js';
+import listGroups from './list-groups/index.js';
 import listLeadOptions from './list-lead-options/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 listProducts from './list-products/index.js';
 import listProjects from './list-projects/index.js';
 import listRecordCurrencies from './list-record-currencies/index.js';
+import listServiceContracts from './list-service-contracts/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 [
+  listAssets,
   listCampaignSources,
+  listCaseOptions,
   listContactOptions,
   listContacts,
+  listGroups,
   listLeadOptions,
   listMilestones,
   listOpportunityOptions,
   listOrganizations,
+  listProducts,
   listProjects,
   listRecordCurrencies,
+  listServiceContracts,
   listServices,
   listSlaNames,
   listTasks,

packages/backend/src/apps/vtiger-crm/dynamic-data/list-assets/index.js

@@ -0,0 +1,29 @@
+export default {
+  name: 'List assets',
+  key: 'listAssets',
+
+  async run($) {
+    const assets = {
+      data: [],
+    };
+
+    const params = {
+      operation: 'query',
+      sessionName: $.auth.data.sessionName,
+      query: 'SELECT * FROM Assets ORDER BY createdtime DESC;',
+    };
+
+    const { data } = await $.http.get('/webservice.php', { params });
+
+    if (data.result?.length) {
+      for (const asset of data.result) {
+        assets.data.push({
+          value: asset.id,
+          name: `${asset.assetname} (${asset.assetstatus})`,
+        });
+      }
+    }
+
+    return assets;
+  },
+};

packages/backend/src/apps/vtiger-crm/dynamic-data/list-case-options/index.js

@@ -0,0 +1,58 @@
+export default {
+  name: 'List case options',
+  key: 'listCaseOptions',
+
+  async run($) {
+    const caseOptions = {
+      data: [],
+    };
+    const {
+      status,
+      priority,
+      contactName,
+      productName,
+      channel,
+      category,
+      subCategory,
+      resolutionType,
+      serviceType,
+      serviceLocation,
+    } = $.step.parameters;
+
+    const picklistFields = [
+      status,
+      priority,
+      contactName,
+      productName,
+      channel,
+      category,
+      subCategory,
+      resolutionType,
+      serviceType,
+      serviceLocation,
+    ];
+
+    const params = {
+      operation: 'describe',
+      sessionName: $.auth.data.sessionName,
+      elementType: 'Cases',
+    };
+
+    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) =>
+            caseOptions.data.push({
+              value: item.value,
+              name: item.label,
+            })
+          );
+        }
+      }
+    }
+
+    return caseOptions;
+  },
+};

packages/backend/src/apps/vtiger-crm/dynamic-data/list-groups/index.js

@@ -0,0 +1,29 @@
+export default {
+  name: 'List groups',
+  key: 'listGroups',
+
+  async run($) {
+    const groups = {
+      data: [],
+    };
+
+    const params = {
+      operation: 'query',
+      sessionName: $.auth.data.sessionName,
+      query: 'SELECT * FROM Groups;',
+    };
+
+    const { data } = await $.http.get('/webservice.php', { params });
+
+    if (data.result?.length) {
+      for (const group of data.result) {
+        groups.data.push({
+          value: group.id,
+          name: group.groupname,
+        });
+      }
+    }
+
+    return groups;
+  },
+};

packages/backend/src/apps/vtiger-crm/dynamic-data/list-products/index.js

@@ -0,0 +1,29 @@
+export default {
+  name: 'List products',
+  key: 'listProducts',
+
+  async run($) {
+    const products = {
+      data: [],
+    };
+
+    const params = {
+      operation: 'query',
+      sessionName: $.auth.data.sessionName,
+      query: 'SELECT * FROM Products ORDER BY createdtime DESC;',
+    };
+
+    const { data } = await $.http.get('/webservice.php', { params });
+
+    if (data.result?.length) {
+      for (const product of data.result) {
+        products.data.push({
+          value: product.id,
+          name: product.productname,
+        });
+      }
+    }
+
+    return products;
+  },
+};

packages/backend/src/apps/vtiger-crm/dynamic-data/list-service-contracts/index.js

@@ -0,0 +1,29 @@
+export default {
+  name: 'List service contracts',
+  key: 'listServiceContracts',
+
+  async run($) {
+    const serviceContracts = {
+      data: [],
+    };
+
+    const params = {
+      operation: 'query',
+      sessionName: $.auth.data.sessionName,
+      query: 'SELECT * FROM ServiceContracts ORDER BY createdtime DESC;',
+    };
+
+    const { data } = await $.http.get('/webservice.php', { params });
+
+    if (data.result?.length) {
+      for (const serviceContract of data.result) {
+        serviceContracts.data.push({
+          value: serviceContract.id,
+          name: serviceContract.subject,
+        });
+      }
+    }
+
+    return serviceContracts;
+  },
+};

packages/docs/pages/apps/vtiger-crm/actions.md

@@ -1,6 +1,8 @@
 ---
 favicon: /favicons/vtiger-crm.svg
 items:
+  - name: Create case
+    desc: Create a new case.
   - name: Create contact
     desc: Create a new contact.
   - name: Create opportunity