feat(pdf-monkey): add generate document action

packages/backend/src/apps/pdf-monkey/actions/generate-document/index.js

@@ -0,0 +1,241 @@
+import defineAction from '../../../../helpers/define-action.js';
+
+export default defineAction({
+  name: 'Generate document',
+  key: 'generateDocument',
+  description: 'Creates a new document.',
+  arguments: [
+    {
+      label: 'Workspace',
+      key: 'workspaceId',
+      type: 'dropdown',
+      required: true,
+      description: '',
+      variables: true,
+      source: {
+        type: 'query',
+        name: 'getDynamicData',
+        arguments: [
+          {
+            name: 'key',
+            value: 'listWorkspaces',
+          },
+        ],
+      },
+    },
+    {
+      label: 'Template',
+      key: 'templateId',
+      type: 'dropdown',
+      required: false,
+      depensOn: ['parameters.workspaceId'],
+      description: '',
+      variables: true,
+      source: {
+        type: 'query',
+        name: 'getDynamicData',
+        arguments: [
+          {
+            name: 'key',
+            value: 'listTemplates',
+          },
+          {
+            name: 'parameters.workspaceId',
+            value: '{parameters.workspaceId}',
+          },
+        ],
+      },
+    },
+    {
+      label: 'Use a Custom Json Structure?',
+      key: 'useCustomJsonStructure',
+      type: 'dropdown',
+      required: true,
+      description:
+        'Please indicate "yes" if you would rather create a full JSON payload instead of relying on Automatisch mapping for the Document data.',
+      variables: true,
+      options: [
+        {
+          label: 'Yes',
+          value: true,
+        },
+        {
+          label: 'No',
+          value: false,
+        },
+      ],
+      additionalFields: {
+        type: 'query',
+        name: 'getDynamicFields',
+        arguments: [
+          {
+            name: 'key',
+            value: 'listDocumentData',
+          },
+          {
+            name: 'parameters.useCustomJsonStructure',
+            value: '{parameters.useCustomJsonStructure}',
+          },
+        ],
+      },
+    },
+    {
+      label: 'Add Line Items?',
+      key: 'addLineItems',
+      type: 'dropdown',
+      required: true,
+      description:
+        'Choose "yes" to include information for Line Items (such as in an invoice).',
+      variables: true,
+      options: [
+        {
+          label: 'Yes',
+          value: true,
+        },
+        {
+          label: 'No',
+          value: false,
+        },
+      ],
+      additionalFields: {
+        type: 'query',
+        name: 'getDynamicFields',
+        arguments: [
+          {
+            name: 'key',
+            value: 'listLineItems',
+          },
+          {
+            name: 'parameters.addLineItems',
+            value: '{parameters.addLineItems}',
+          },
+        ],
+      },
+    },
+    {
+      label: 'Custom Filename',
+      key: 'customFilename',
+      type: 'string',
+      required: false,
+      description:
+        'You have the option to define a custom filename for generated documents. If left blank, a random value will be assigned.',
+      variables: true,
+    },
+    {
+      label: 'Meta Data',
+      key: 'metaData',
+      type: 'dynamic',
+      required: false,
+      description:
+        'Extra information appended to the generated Document but not accessible within its Template.',
+      fields: [
+        {
+          label: 'Key',
+          key: 'metaDataKey',
+          type: 'string',
+          required: false,
+          description: '',
+          variables: true,
+        },
+        {
+          label: 'Value',
+          key: 'metaDataValue',
+          type: 'string',
+          required: false,
+          description: '',
+          variables: true,
+        },
+      ],
+    },
+  ],
+
+  async run($) {
+    const {
+      templateId,
+      useCustomJsonStructure,
+      customJsonPayload,
+      customFilename,
+      addLineItems,
+      lineItems,
+      documentData,
+      metaData,
+    } = $.step.parameters;
+    let payload = {};
+    let meta = {};
+
+    const documentDataObject = documentData.reduce((result, entry) => {
+      const key = entry.documentDataKey?.toLowerCase();
+      const value = entry.documentDataValue;
+
+      if (key && value) {
+        return {
+          ...result,
+          [entry.documentDataKey?.toLowerCase()]: entry.documentDataValue,
+        };
+      }
+
+      return result;
+    }, {});
+
+    const lineItemsObject = lineItems.reduce((result, entry) => {
+      const key = entry.lineItemKey?.toLowerCase();
+      const value = entry.lineItemValue;
+
+      if (key && value) {
+        return {
+          ...result,
+          [entry.lineItemKey?.toLowerCase()]: entry.lineItemValue,
+        };
+      }
+
+      return result;
+    }, {});
+
+    const metaDataObject = metaData.reduce((result, entry) => {
+      const key = entry.metaDataKey?.toLowerCase();
+      const value = entry.metaDataValue;
+
+      if (key && value) {
+        return {
+          ...result,
+          [entry.metaDataKey?.toLowerCase()]: entry.metaDataValue,
+        };
+      }
+
+      return result;
+    }, {});
+
+    if (metaDataObject) {
+      meta = metaDataObject;
+    }
+
+    if (customFilename) {
+      meta._filename = customFilename;
+    }
+
+    if (useCustomJsonStructure) {
+      payload = JSON.parse(customJsonPayload);
+    } else {
+      payload = documentDataObject;
+    }
+
+    if (addLineItems) {
+      payload.lineItems = [lineItemsObject];
+    }
+
+    const body = {
+      document: {
+        document_template_id: templateId,
+        meta: JSON.stringify(meta),
+        payload: JSON.stringify(payload),
+        status: 'pending',
+      },
+    };
+
+    const { data } = await $.http.post('/v1/documents', body);
+
+    $.setActionItem({
+      raw: data,
+    });
+  },
+});

packages/backend/src/apps/pdf-monkey/actions/index.js

@@ -0,0 +1,3 @@
+import generateDocument from './generate-document/index.js';
+
+export default [generateDocument];

packages/backend/src/apps/pdf-monkey/dynamic-fields/index.js

@@ -0,0 +1,4 @@
+import listDocumentData from './list-document-data/index.js';
+import listLineItems from './list-line-items/index.js';
+
+export default [listDocumentData, listLineItems];

packages/backend/src/apps/pdf-monkey/dynamic-fields/list-document-data/index.js

@@ -0,0 +1,48 @@
+export default {
+  name: 'List document data',
+  key: 'listDocumentData',
+
+  async run($) {
+    if ($.step.parameters.useCustomJsonStructure) {
+      return [
+        {
+          label: 'Data for the Document (JSON Payload)',
+          key: 'customJsonPayload',
+          type: 'string',
+          required: false,
+          description:
+            'Use the JSON format { "firstname": "John", "lastname": "Doe" }.',
+          variables: true,
+        },
+      ];
+    } else {
+      return [
+        {
+          label: 'Data for the Document',
+          key: 'documentData',
+          type: 'dynamic',
+          required: false,
+          description: '',
+          fields: [
+            {
+              label: 'Key',
+              key: 'documentDataKey',
+              type: 'string',
+              required: false,
+              description: '',
+              variables: true,
+            },
+            {
+              label: 'Value',
+              key: 'documentDataValue',
+              type: 'string',
+              required: false,
+              description: '',
+              variables: true,
+            },
+          ],
+        },
+      ];
+    }
+  },
+};

packages/backend/src/apps/pdf-monkey/dynamic-fields/list-line-items/index.js

@@ -0,0 +1,37 @@
+export default {
+  name: 'List line items',
+  key: 'listLineItems',
+
+  async run($) {
+    if ($.step.parameters.addLineItems) {
+      return [
+        {
+          label: 'Line Items',
+          key: 'lineItems',
+          type: 'dynamic',
+          required: false,
+          description:
+            'Data for a single item. Available as "lineItems" in your PDFMonkey Template.',
+          fields: [
+            {
+              label: 'Key',
+              key: 'lineItemKey',
+              type: 'string',
+              required: false,
+              description: '',
+              variables: true,
+            },
+            {
+              label: 'Value',
+              key: 'lineItemValue',
+              type: 'string',
+              required: false,
+              description: '',
+              variables: true,
+            },
+          ],
+        },
+      ];
+    }
+  },
+};

packages/backend/src/apps/pdf-monkey/index.js

@@ -3,6 +3,8 @@ import addAuthHeader from './common/add-auth-header.js';
 import auth from './auth/index.js';
 import triggers from './triggers/index.js';
 import dynamicData from './dynamic-data/index.js';
+import actions from './actions/index.js';
+import dynamicFields from './dynamic-fields/index.js';
 
 export default defineApp({
   name: 'PDFMonkey',
@@ -17,4 +19,6 @@ export default defineApp({
   auth,
   triggers,
   dynamicData,
+  actions,
+  dynamicFields,
 });

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

@@ -258,6 +258,7 @@ export default defineConfig({
           collapsed: true,
           items: [
             { text: 'Triggers', link: '/apps/pdf-monkey/triggers' },
+            { text: 'Actions', link: '/apps/pdf-monkey/actions' },
             { text: 'Connection', link: '/apps/pdf-monkey/connection' },
           ],
         },

packages/docs/pages/apps/pdf-monkey/actions.md

@@ -0,0 +1,12 @@
+---
+favicon: /favicons/pdf-monkey.svg
+items:
+  - name: Generate documents
+    desc: Creates a new document.
+---
+
+<script setup>
+  import CustomListing from '../../components/CustomListing.vue'
+</script>
+
+<CustomListing />

packages/docs/pages/guide/available-apps.md

@@ -26,6 +26,7 @@ The following integrations are currently supported by Automatisch.
 - [Ntfy](/apps/ntfy/actions)
 - [Odoo](/apps/odoo/actions)
 - [OpenAI](/apps/openai/actions)
+- [PDFMonkey](/apps/pdf-monkey/actions)
 - [Pipedrive](/apps/pipedrive/triggers)
 - [Placetel](/apps/placetel/triggers)
 - [PostgreSQL](/apps/postgresql/actions)