From fbfa67e4710953e0e09c5d88c662bed62dcdbb97 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?R=C4=B1dvan=20Akca?= Date: Tue, 16 Jan 2024 18:26:58 +0300 Subject: [PATCH] feat(vtiger-crm): add create todo action --- .../vtiger-crm/actions/create-todo/fields.js | 357 ++++++++++++++++++ .../vtiger-crm/actions/create-todo/index.js | 78 ++++ .../src/apps/vtiger-crm/actions/index.js | 3 +- .../src/apps/vtiger-crm/dynamic-data/index.js | 12 + .../dynamic-data/list-milestones/index.js | 29 ++ .../dynamic-data/list-projects/index.js | 29 ++ .../dynamic-data/list-services/index.js | 29 ++ .../dynamic-data/list-sla-names/index.js | 29 ++ .../dynamic-data/list-tasks/index.js | 29 ++ .../dynamic-data/list-todo-options/index.js | 37 ++ .../docs/pages/apps/vtiger-crm/actions.md | 2 + 11 files changed, 633 insertions(+), 1 deletion(-) create mode 100644 packages/backend/src/apps/vtiger-crm/actions/create-todo/fields.js create mode 100644 packages/backend/src/apps/vtiger-crm/actions/create-todo/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/dynamic-data/list-milestones/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/dynamic-data/list-projects/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/dynamic-data/list-services/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/dynamic-data/list-sla-names/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/dynamic-data/list-tasks/index.js create mode 100644 packages/backend/src/apps/vtiger-crm/dynamic-data/list-todo-options/index.js diff --git a/packages/backend/src/apps/vtiger-crm/actions/create-todo/fields.js b/packages/backend/src/apps/vtiger-crm/actions/create-todo/fields.js new file mode 100644 index 00000000..d386cc68 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/actions/create-todo/fields.js @@ -0,0 +1,357 @@ +export const fields = [ + { + label: 'Name', + key: 'name', + type: 'string', + required: true, + description: '', + variables: true, + }, + { + label: 'Assigned To', + key: 'assignedTo', + type: 'string', + required: false, + description: 'Default is the id of the account connected to Automatisch.', + variables: true, + }, + { + label: 'Start Date & Time', + key: 'startDateAndTime', + type: 'string', + required: false, + description: 'Format: yyyy-mm-dd', + variables: true, + }, + { + label: 'Due Date', + key: 'dueDate', + type: 'string', + required: false, + description: 'Format: yyyy-mm-dd', + variables: true, + }, + { + label: 'Stage', + key: 'stage', + type: 'dropdown', + required: true, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listTodoOptions', + }, + { + name: 'parameters.stage', + value: 'taskstatus', + }, + ], + }, + }, + { + label: 'Contact Name', + key: 'contactName', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listContacts', + }, + ], + }, + }, + { + label: 'Priority', + key: 'priority', + type: 'dropdown', + required: true, + description: '', + variables: true, + options: [ + { label: 'High', value: 'High' }, + { label: 'Medium', value: 'Medium' }, + { label: 'Low', value: 'Low' }, + ], + }, + { + label: 'Send Notification', + key: 'sendNotification', + type: 'dropdown', + required: false, + description: '', + variables: true, + options: [ + { label: 'True', value: 'true' }, + { label: 'False', value: 'false' }, + ], + }, + { + label: 'Location', + key: 'location', + type: 'string', + required: false, + 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: 'Milestone', + key: 'milestone', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listMilestones', + }, + ], + }, + }, + { + label: 'Previous Task', + key: 'previousTask', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listTasks', + }, + ], + }, + }, + { + label: 'Parent Task', + key: 'parentTask', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listTasks', + }, + ], + }, + }, + { + label: 'Task Type', + key: 'taskType', + type: 'dropdown', + required: true, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listTodoOptions', + }, + { + name: 'parameters.taskType', + value: 'tasktype', + }, + ], + }, + }, + { + label: 'Skipped Reason', + key: 'skippedReason', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listTodoOptions', + }, + { + name: 'parameters.skippedReason', + value: 'skipped_reason', + }, + ], + }, + }, + { + label: 'Estimate', + key: 'estimate', + type: 'string', + required: false, + description: '', + variables: true, + }, + { + label: 'Related Task', + key: 'relatedTask', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listTasks', + }, + ], + }, + }, + { + label: 'Project Name', + key: 'projectName', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listProjects', + }, + ], + }, + }, + { + label: 'Organization Name', + key: 'organizationName', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listOrganizations', + }, + ], + }, + }, + { + label: 'Send Email Reminder Before', + key: 'sendEmailReminderBefore', + type: 'string', + required: false, + description: '', + variables: true, + }, + { + label: 'Description', + key: 'description', + type: 'string', + required: false, + description: '', + variables: true, + }, + { + 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: 'SLA Name', + key: 'slaName', + type: 'dropdown', + required: false, + description: '', + variables: true, + source: { + type: 'query', + name: 'getDynamicData', + arguments: [ + { + name: 'key', + value: 'listSlaNames', + }, + ], + }, + }, +]; diff --git a/packages/backend/src/apps/vtiger-crm/actions/create-todo/index.js b/packages/backend/src/apps/vtiger-crm/actions/create-todo/index.js new file mode 100644 index 00000000..295d0c7f --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/actions/create-todo/index.js @@ -0,0 +1,78 @@ +import defineAction from '../../../../helpers/define-action.js'; +import { fields } from './fields.js'; + +export default defineAction({ + name: 'Create todo', + key: 'createTodo', + description: 'Create a new todo.', + arguments: fields, + + async run($) { + const { + name, + assignedTo, + startDateAndTime, + dueDate, + stage, + contactName, + priority, + sendNotification, + location, + recordCurrency, + milestone, + previousTask, + parentTask, + taskType, + skippedReason, + estimate, + relatedTask, + projectName, + organizationName, + sendEmailReminderBefore, + description, + isBillable, + service, + rate, + slaName, + } = $.step.parameters; + + const elementData = { + subject: name, + assigned_user_id: assignedTo || $.auth.data.userId, + date_start: startDateAndTime, + due_date: dueDate, + taskstatus: stage, + contact_id: contactName, + taskpriority: priority, + sendnotification: sendNotification, + location: location, + record_currency_id: recordCurrency, + milestone: milestone, + dependent_on: previousTask, + parent_task: parentTask, + tasktype: taskType, + skipped_reason: skippedReason, + estimate: estimate, + related_task: relatedTask, + related_project: projectName, + account_id: organizationName, + reminder_time: sendEmailReminderBefore, + description: description, + is_billable: isBillable, + billing_service: service, + rate: rate, + slaid: slaName, + }; + + const body = { + operation: 'create', + sessionName: $.auth.data.sessionName, + element: JSON.stringify(elementData), + elementType: 'Calendar', + }; + + const response = await $.http.post('/webservice.php', body); + + $.setActionItem({ raw: response.data }); + }, +}); diff --git a/packages/backend/src/apps/vtiger-crm/actions/index.js b/packages/backend/src/apps/vtiger-crm/actions/index.js index 3b7b0a62..b2a966c4 100644 --- a/packages/backend/src/apps/vtiger-crm/actions/index.js +++ b/packages/backend/src/apps/vtiger-crm/actions/index.js @@ -1,3 +1,4 @@ import createOpportunity from './create-opportunity/index.js'; +import createTodo from './create-todo/index.js'; -export default [createOpportunity]; +export default [createOpportunity, createTodo]; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/index.js index 3cdc6a58..7f991f6a 100644 --- a/packages/backend/src/apps/vtiger-crm/dynamic-data/index.js +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/index.js @@ -1,13 +1,25 @@ import listCampaignSources from './list-campaign-sources/index.js'; import listContacts from './list-contacts/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 listProjects from './list-projects/index.js'; import listRecordCurrencies from './list-record-currencies/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 [ listCampaignSources, listContacts, + listMilestones, listOpportunityOptions, listOrganizations, + listProjects, listRecordCurrencies, + listServices, + listSlaNames, + listTasks, + listTodoOptions, ]; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/list-milestones/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-milestones/index.js new file mode 100644 index 00000000..9bc7a50c --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-milestones/index.js @@ -0,0 +1,29 @@ +export default { + name: 'List milestones', + key: 'listMilestones', + + async run($) { + const milestones = { + data: [], + }; + + const params = { + operation: 'query', + sessionName: $.auth.data.sessionName, + query: 'SELECT * FROM ProjectMilestone ORDER BY createdtime DESC;', + }; + + const { data } = await $.http.get('/webservice.php', { params }); + + if (data.result?.length) { + for (const milestone of data.result) { + milestones.data.push({ + value: milestone.id, + name: milestone.projectmilestonename, + }); + } + } + + return milestones; + }, +}; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/list-projects/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-projects/index.js new file mode 100644 index 00000000..ec12956b --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-projects/index.js @@ -0,0 +1,29 @@ +export default { + name: 'List projects', + key: 'listProjects', + + async run($) { + const projects = { + data: [], + }; + + const params = { + operation: 'query', + sessionName: $.auth.data.sessionName, + query: 'SELECT * FROM Project ORDER BY createdtime DESC;', + }; + + const { data } = await $.http.get('/webservice.php', { params }); + + if (data.result?.length) { + for (const project of data.result) { + projects.data.push({ + value: project.id, + name: project.projectname, + }); + } + } + + return projects; + }, +}; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/list-services/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-services/index.js new file mode 100644 index 00000000..c08c4ae1 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-services/index.js @@ -0,0 +1,29 @@ +export default { + name: 'List services', + key: 'listServices', + + async run($) { + const services = { + data: [], + }; + + const params = { + operation: 'query', + sessionName: $.auth.data.sessionName, + query: 'SELECT * FROM Services ORDER BY createdtime DESC;', + }; + + const { data } = await $.http.get('/webservice.php', { params }); + + if (data.result?.length) { + for (const service of data.result) { + services.data.push({ + value: service.id, + name: service.servicename, + }); + } + } + + return services; + }, +}; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/list-sla-names/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-sla-names/index.js new file mode 100644 index 00000000..5026c828 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-sla-names/index.js @@ -0,0 +1,29 @@ +export default { + name: 'List sla names', + key: 'listSlaNames', + + async run($) { + const slaNames = { + data: [], + }; + + const params = { + operation: 'query', + sessionName: $.auth.data.sessionName, + query: 'SELECT * FROM SLA ORDER BY createdtime DESC;', + }; + + const { data } = await $.http.get(`/webservice.php`, { params }); + + if (data.result?.length) { + for (const slaName of data.result) { + slaNames.data.push({ + value: slaName.id, + name: slaName.policy_name, + }); + } + } + + return slaNames; + }, +}; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/list-tasks/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-tasks/index.js new file mode 100644 index 00000000..87c174f9 --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-tasks/index.js @@ -0,0 +1,29 @@ +export default { + name: 'List tasks', + key: 'listTasks', + + async run($) { + const tasks = { + data: [], + }; + + const params = { + operation: 'query', + sessionName: $.auth.data.sessionName, + query: 'SELECT * FROM Calendar ORDER BY createdtime DESC;', + }; + + const { data } = await $.http.get('/webservice.php', { params }); + + if (data.result?.length) { + for (const task of data.result) { + tasks.data.push({ + value: task.id, + name: task.subject, + }); + } + } + + return tasks; + }, +}; diff --git a/packages/backend/src/apps/vtiger-crm/dynamic-data/list-todo-options/index.js b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-todo-options/index.js new file mode 100644 index 00000000..ca0d1f4c --- /dev/null +++ b/packages/backend/src/apps/vtiger-crm/dynamic-data/list-todo-options/index.js @@ -0,0 +1,37 @@ +export default { + name: 'List todo options', + key: 'listTodoOptions', + + async run($) { + const todoOptions = { + data: [], + }; + const stage = $.step.parameters.stage; + const taskType = $.step.parameters.taskType; + const skippedReason = $.step.parameters.skippedReason; + const picklistFields = [stage, taskType, skippedReason]; + + const params = { + operation: 'describe', + sessionName: $.auth.data.sessionName, + elementType: 'Calendar', + }; + + 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) => + todoOptions.data.push({ + value: item.value, + name: item.label, + }) + ); + } + } + } + + return todoOptions; + }, +}; diff --git a/packages/docs/pages/apps/vtiger-crm/actions.md b/packages/docs/pages/apps/vtiger-crm/actions.md index cd5f1ee0..3d335f57 100644 --- a/packages/docs/pages/apps/vtiger-crm/actions.md +++ b/packages/docs/pages/apps/vtiger-crm/actions.md @@ -3,6 +3,8 @@ favicon: /favicons/vtiger-crm.svg items: - name: Create opportunity desc: Create a new opportunity. + - name: Create todo + desc: Create a new todo. ---