Files
automatisch/packages/backend/src/apps/odoo/actions/create-lead/index.ts
Jack Dane 807be59f25 feat(odoo): add auth and create lead action (#1143)
* Add Odoo App and Icon

* Add Auth for Odoo

* Authorise with API key, the password would also work, but we should encourage an API key.

* Odoo Verify Credentials method

* Add the xmlrpc dependency so the backend can communicate with Odoo's API.
* Add a port to the auth fields to establish a connection that might not be over HTTPS.

* Add still verified method

* Currently no need to keep uid, so remove it from the auth data.
* Await the callback from the xmlrpc method call to ensure we don't verify credentials before the callback has been executed.

* Add Odoo create-lead action

* Provide basic functionality to create a lead.

* Add Odoo type option

* Let the user decide if the lead should be a "lead" or "opportunity" in the create-lead action.

* Add documentation for Odoo app

* Follow project standards

* Change indents to 2 spaces
* Use single quotes instead of double

* Commonise the authentication method (DRY)

* Use latest for API doc link

* refactor(odoo): abstract and organize implementation

---------

Co-authored-by: Ali BARIN <ali.barin53@gmail.com>
2023-06-29 15:56:20 +02:00

104 lines
2.2 KiB
TypeScript

import defineAction from '../../../../helpers/define-action';
import { authenticate, asyncMethodCall } from '../../common/xmlrpc-client';
export default defineAction({
name: 'Create Lead',
key: 'createLead',
description: '',
arguments: [
{
label: 'Name',
key: 'name',
type: 'string' as const,
required: true,
description: 'Lead name',
variables: true,
},
{
label: 'Type',
key: 'type',
type: 'dropdown' as const,
required: true,
variables: true,
options: [
{
label: 'Lead',
value: 'lead'
},
{
label: 'Opportunity',
value: 'opportunity'
}
]
},
{
label: "Email",
key: 'email',
type: 'string' as const,
required: false,
description: 'Email of lead contact',
variables: true,
},
{
label: "Contact Name",
key: 'contactName',
type: 'string' as const,
required: false,
description: 'Name of lead contact',
variables: true
},
{
label: 'Phone Number',
key: 'phoneNumber',
type: 'string' as const,
required: false,
description: 'Phone number of lead contact',
variables: true
},
{
label: 'Mobile Number',
key: 'mobileNumber',
type: 'string' as const,
required: false,
description: 'Mobile number of lead contact',
variables: true
}
],
async run($) {
const uid = await authenticate($);
const id = await asyncMethodCall(
$,
{
method: 'execute_kw',
params: [
$.auth.data.databaseName,
uid,
$.auth.data.apiKey,
'crm.lead',
'create',
[
{
name: $.step.parameters.name,
type: $.step.parameters.type,
email_from: $.step.parameters.email,
contact_name: $.step.parameters.contactName,
phone: $.step.parameters.phoneNumber,
mobile: $.step.parameters.mobileNumber
}
]
],
path: 'object',
},
);
$.setActionItem(
{
raw: {
id: id
}
}
)
}
});