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feat(vtiger-crm): add create opportunity action

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This commit is contained in:
Rıdvan Akca
2024-01-16 18:18:55 +03:00
committed by Ali BARIN
parent 3bcd3f3cb7
commit ab897ada5a
12 changed files with 495 additions and 0 deletions
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244
packages/backend/src/apps/vtiger-crm/actions/create-opportunity/fields.js Normal file
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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,
},
];