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feat(vtiger-crm): add create case action

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This commit is contained in:
Rıdvan Akca
2024-01-17 11:26:56 +03:00
committed by Ali BARIN
parent a6cc1566c7
commit 9a96258265
10 changed files with 680 additions and 1 deletions
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408
packages/backend/src/apps/vtiger-crm/actions/create-case/fields.js Normal file
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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,
},
];

78
packages/backend/src/apps/vtiger-crm/actions/create-case/index.js Normal file
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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 });
},
});

9
packages/backend/src/apps/vtiger-crm/actions/index.js
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@@ -1,6 +1,13 @@
import createCase from './create-case/index.js';
import createContact from './create-contact/index.js'; import createContact from './create-contact/index.js';
import createLead from './create-lead/index.js'; import createLead from './create-lead/index.js';
import createOpportunity from './create-opportunity/index.js'; import createOpportunity from './create-opportunity/index.js';
import createTodo from './create-todo/index.js'; import createTodo from './create-todo/index.js';
export default [createContact, createLead, createOpportunity, createTodo]; export default [
createCase,
createContact,
createLead,
createOpportunity,
createTodo,
];

10
packages/backend/src/apps/vtiger-crm/dynamic-data/index.js
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@@ -1,27 +1,37 @@
import listAssets from './list-assets/index.js';
import listCampaignSources from './list-campaign-sources/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 listContactOptions from './list-contact-options/index.js';
import listContacts from './list-contacts/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 listLeadOptions from './list-lead-options/index.js';
import listMilestones from './list-milestones/index.js'; import listMilestones from './list-milestones/index.js';
import listOpportunityOptions from './list-opportunity-options/index.js'; import listOpportunityOptions from './list-opportunity-options/index.js';
import listOrganizations from './list-organizations/index.js'; import listOrganizations from './list-organizations/index.js';
import listProducts from './list-products/index.js';
import listProjects from './list-projects/index.js'; import listProjects from './list-projects/index.js';
import listRecordCurrencies from './list-record-currencies/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 listServices from './list-services/index.js';
import listSlaNames from './list-sla-names/index.js'; import listSlaNames from './list-sla-names/index.js';
import listTasks from './list-tasks/index.js'; import listTasks from './list-tasks/index.js';
import listTodoOptions from './list-todo-options/index.js'; import listTodoOptions from './list-todo-options/index.js';
export default [ export default [
listAssets,
listCampaignSources, listCampaignSources,
listCaseOptions,
listContactOptions, listContactOptions,
listContacts, listContacts,
listGroups,
listLeadOptions, listLeadOptions,
listMilestones, listMilestones,
listOpportunityOptions, listOpportunityOptions,
listOrganizations, listOrganizations,
listProducts,
listProjects, listProjects,
listRecordCurrencies, listRecordCurrencies,
listServiceContracts,
listServices, listServices,
listSlaNames, listSlaNames,
listTasks, listTasks,

29
packages/backend/src/apps/vtiger-crm/dynamic-data/list-assets/index.js Normal file
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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;
},
};

58
packages/backend/src/apps/vtiger-crm/dynamic-data/list-case-options/index.js Normal file
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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;
},
};

29
packages/backend/src/apps/vtiger-crm/dynamic-data/list-groups/index.js Normal file
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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;
},
};

29
packages/backend/src/apps/vtiger-crm/dynamic-data/list-products/index.js Normal file
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@@ -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;
},
};

29
packages/backend/src/apps/vtiger-crm/dynamic-data/list-service-contracts/index.js Normal file
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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;
},
};

2
packages/docs/pages/apps/vtiger-crm/actions.md
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@@ -1,6 +1,8 @@
--- ---
favicon: /favicons/vtiger-crm.svg favicon: /favicons/vtiger-crm.svg
items: items:
- name: Create case
desc: Create a new case.
- name: Create contact - name: Create contact
desc: Create a new contact. desc: Create a new contact.
- name: Create opportunity - name: Create opportunity