feat(vtiger-crm): add create opportunity action

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

@@ -0,0 +1,244 @@
+export const fields = [
+  {
+    label: 'Deal Name',
+    key: 'dealName',
+    type: 'string',
+    required: true,
+    description: '',
+    variables: true,
+  },
+  {
+    label: 'Amount',
+    key: 'amount',
+    type: 'string',
+    required: false,
+    description: '',
+    variables: true,
+  },
+  {
+    label: 'Organization Name',
+    key: 'organizationName',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listOrganizations',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Contact Name',
+    key: 'contactName',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listContacts',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Expected Close Date',
+    key: 'expectedCloseDate',
+    type: 'string',
+    required: true,
+    description: 'Format: yyyy-mm-dd',
+    variables: true,
+  },
+  {
+    label: 'Pipeline',
+    key: 'pipeline',
+    type: 'dropdown',
+    required: true,
+    value: 'Standart',
+    description: '',
+    variables: true,
+    options: [{ label: 'Standart', value: 'Standart' }],
+  },
+  {
+    label: 'Sales Stage',
+    key: 'salesStage',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listOpportunityOptions',
+        },
+        {
+          name: 'parameters.salesStage',
+          value: 'sales_stage',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Assigned To',
+    key: 'assignedTo',
+    type: 'string',
+    required: false,
+    description: 'Default is the id of the account connected to Automatisch.',
+    variables: true,
+  },
+  {
+    label: 'Lead Source',
+    key: 'leadSource',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listOpportunityOptions',
+        },
+        {
+          name: 'parameters.leadSource',
+          value: 'leadsource',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Next Step',
+    key: 'nextStep',
+    type: 'string',
+    required: false,
+    description: '',
+    variables: true,
+  },
+  {
+    label: 'Type',
+    key: 'type',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listOpportunityOptions',
+        },
+        {
+          name: 'parameters.type',
+          value: 'opportunity_type',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Probability',
+    key: 'probability',
+    type: 'string',
+    required: false,
+    description: '',
+    variables: true,
+  },
+  {
+    label: 'Campaign Source',
+    key: 'campaignSource',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listCampaignSources',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Weighted Revenue',
+    key: 'weightedRevenue',
+    type: 'string',
+    required: false,
+    description: '',
+    variables: true,
+  },
+  {
+    label: 'Adjusted Amount',
+    key: 'adjustedAmount',
+    type: 'string',
+    required: false,
+    description: '',
+    variables: true,
+  },
+  {
+    label: 'Lost Reason',
+    key: 'lostReason',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listOpportunityOptions',
+        },
+        {
+          name: 'parameters.lostReason',
+          value: 'lost_reason',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Record Currency',
+    key: 'recordCurrency',
+    type: 'dropdown',
+    required: false,
+    description: '',
+    variables: true,
+    source: {
+      type: 'query',
+      name: 'getDynamicData',
+      arguments: [
+        {
+          name: 'key',
+          value: 'listRecordCurrencies',
+        },
+      ],
+    },
+  },
+  {
+    label: 'Description',
+    key: 'description',
+    type: 'string',
+    required: false,
+    description: '',
+    variables: true,
+  },
+];

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

@@ -0,0 +1,64 @@
+import defineAction from '../../../../helpers/define-action.js';
+import { fields } from './fields.js';
+
+export default defineAction({
+  name: 'Create opportunity',
+  key: 'createOpportunity',
+  description: 'Create a new opportunity.',
+  arguments: fields,
+
+  async run($) {
+    const {
+      dealName,
+      amount,
+      organizationName,
+      contactName,
+      expectedCloseDate,
+      pipeline,
+      salesStage,
+      assignedTo,
+      leadSource,
+      nextStep,
+      type,
+      probability,
+      campaignSource,
+      weightedRevenue,
+      adjustedAmount,
+      lostReason,
+      recordCurrency,
+      description,
+    } = $.step.parameters;
+
+    const elementData = {
+      potentialname: dealName,
+      amount,
+      related_to: organizationName,
+      contact_id: contactName,
+      closingdate: expectedCloseDate,
+      pipeline,
+      sales_stage: salesStage,
+      assigned_user_id: assignedTo || $.auth.data.userId,
+      leadsource: leadSource,
+      nextstep: nextStep,
+      opportunity_type: type,
+      probability: probability,
+      campaignid: campaignSource,
+      forecast_amount: weightedRevenue,
+      adjusted_amount: adjustedAmount,
+      lost_reason: lostReason,
+      record_currency_id: recordCurrency,
+      description,
+    };
+
+    const body = {
+      operation: 'create',
+      sessionName: $.auth.data.sessionName,
+      element: JSON.stringify(elementData),
+      elementType: 'Potentials',
+    };
+
+    const response = await $.http.post('/webservice.php', body);
+
+    $.setActionItem({ raw: response.data });
+  },
+});

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

@@ -0,0 +1,3 @@
+import createOpportunity from './create-opportunity/index.js';
+
+export default [createOpportunity];

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

@@ -0,0 +1,13 @@
+import listCampaignSources from './list-campaign-sources/index.js';
+import listContacts from './list-contacts/index.js';
+import listOpportunityOptions from './list-opportunity-options/index.js';
+import listOrganizations from './list-organizations/index.js';
+import listRecordCurrencies from './list-record-currencies/index.js';
+
+export default [
+  listCampaignSources,
+  listContacts,
+  listOpportunityOptions,
+  listOrganizations,
+  listRecordCurrencies,
+];

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

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

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

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

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

@@ -0,0 +1,38 @@
+export default {
+  name: 'List opportunity options',
+  key: 'listOpportunityOptions',
+
+  async run($) {
+    const opportunityOptions = {
+      data: [],
+    };
+    const leadSource = $.step.parameters.leadSource;
+    const lostReason = $.step.parameters.lostReason;
+    const type = $.step.parameters.type;
+    const salesStage = $.step.parameters.salesStage;
+    const picklistFields = [leadSource, lostReason, type, salesStage];
+
+    const params = {
+      operation: 'describe',
+      sessionName: $.auth.data.sessionName,
+      elementType: 'Potentials',
+    };
+
+    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) =>
+            opportunityOptions.data.push({
+              value: item.value,
+              name: item.label,
+            })
+          );
+        }
+      }
+    }
+
+    return opportunityOptions;
+  },
+};

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

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

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

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

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

@@ -3,6 +3,8 @@ 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';
+import actions from './actions/index.js';
+import dynamicData from './dynamic-data/index.js';
 
 export default defineApp({
   name: 'Vtiger CRM',
@@ -16,4 +18,6 @@ export default defineApp({
   beforeRequest: [setBaseUrl, addAuthHeader],
   auth,
   triggers,
+  actions,
+  dynamicData,
 });

packages/docs/pages/.vitepress/config.js

@@ -454,6 +454,7 @@ export default defineConfig({
           collapsed: true,
           items: [
             { text: 'Triggers', link: '/apps/vtiger-crm/triggers' },
+            { text: 'Actions', link: '/apps/vtiger-crm/actions' },
             { text: 'Connection', link: '/apps/vtiger-crm/connection' },
           ],
         },

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

@@ -0,0 +1,12 @@
+---
+favicon: /favicons/vtiger-crm.svg
+items:
+  - name: Create opportunity
+    desc: Create a new opportunity.
+---
+
+<script setup>
+  import CustomListing from '../../components/CustomListing.vue'
+</script>
+
+<CustomListing />