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 });
+  },
+});

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];

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,
 ];

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;
+  },
+};

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;
+  },
+};

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;
+  },
+};

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;
+  },
+};

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;
+  },
+};

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;
+  },
+};

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.
 ---
 
 <script setup>