feat(vtiger-crm): add create todo action

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',
+        },
+      ],
+    },
+  },
+];

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 });
+  },
+});