@agnocon/piece-bexio 0.1.7

package/src/lib/actions/create-manual-entry.ts

@@ -0,0 +1,445 @@
+import { createAction, Property, DynamicPropsValue, OAuth2PropertyValue } from '@agnocon/pieces-framework';
+import { bexioAuth } from '../auth';
+import { BexioClient } from '../common/client';
+import { bexioCommonProps } from '../common/props';
+import { BexioManualEntry, BexioManualEntryResponse } from '../common/types';
+
+export const createManualEntryAction = createAction({
+  auth: bexioAuth,
+  name: 'create_manual_entry',
+  displayName: 'Create Manual Entry',
+  description: 'Create a manual accounting entry (single, compound, or group)',
+  audience: 'both',
+  aiMetadata: { description: 'Books a manual accounting entry in Bexio in one of three modes: a single debit/credit line, a compound entry distributing a total across several accounts, or a group of multiple complete bookings sharing one reference. Use to post journal entries directly to the ledger; requires a booking date and the entry lines for the chosen mode (account ids resolvable via Find Account). Not idempotent: each call posts new ledger bookings.', idempotent: false },
+  props: {
+    type: Property.StaticDropdown({
+      displayName: 'Entry Type',
+      description: 'Choose the type of manual entry',
+      required: true,
+      defaultValue: 'manual_single_entry',
+      options: {
+        disabled: false,
+        options: [
+          {
+            label: 'Single Entry - Simple one-line booking',
+            value: 'manual_single_entry',
+          },
+          {
+            label: 'Compound Entry - Total distributed across multiple accounts',
+            value: 'manual_compound_entry',
+          },
+          {
+            label: 'Group Entry - Multiple separate bookings with same reference',
+            value: 'manual_group_entry',
+          },
+        ],
+      },
+    }),
+    date: Property.ShortText({
+      displayName: 'Booking Date',
+      description: 'Date of the booking (YYYY-MM-DD)',
+      required: true,
+    }),
+    reference_nr: Property.ShortText({
+      displayName: 'Reference Number',
+      description: 'Reference number for the booking',
+      required: false,
+    }),
+    entryFields: Property.DynamicProperties({
+      auth: bexioAuth,
+      displayName: 'Entry Details',
+      description: 'Configure the entry details based on selected type',
+      required: true,
+      refreshers: ['type', 'auth'],
+      props: async ({ type, auth }, ctx) => {
+        const entryType = (type as unknown as string) || 'manual_single_entry';
+        
+        let accounts: Array<{ id: number; account_no: string; name: string }> = [];
+        let taxes: Array<{ id: number; name: string; percentage: string }> = [];
+        let currencies: Array<{ id: number; name: string }> = [];
+
+        if (auth) {
+          try {
+            const client = new BexioClient(auth);
+            accounts = await client.get<Array<{ id: number; account_no: string; name: string }>>('/accounts');
+            taxes = await client.get<Array<{ id: number; name: string; percentage: string }>>('/taxes');
+            currencies = await client.get<Array<{ id: number; name: string }>>('/3.0/currencies');
+          } catch (error) {
+            console.warn('Failed to fetch accounts/taxes/currencies:', error);
+          }
+        }
+
+        const accountOptions = accounts.map((acc) => ({
+          label: `${acc.account_no} - ${acc.name}`,
+          value: acc.id,
+        }));
+
+        const taxOptions = taxes.map((tax) => ({
+          label: `${tax.name} (${tax.percentage}%)`,
+          value: tax.id,
+        }));
+
+        const currencyOptions = currencies.map((curr) => ({
+          label: curr.name,
+          value: curr.id,
+        }));
+
+        if (entryType === 'manual_single_entry') {
+          return {
+            debit_account: accountOptions.length > 0
+              ? Property.StaticDropdown({
+                  displayName: 'Debit Account',
+                  description: 'The account to debit',
+                  required: true,
+                  options: {
+                    disabled: false,
+                    options: accountOptions,
+                  },
+                })
+              : Property.Number({
+                  displayName: 'Debit Account ID',
+                  description: 'The account ID to debit',
+                  required: true,
+                }),
+            credit_account: accountOptions.length > 0
+              ? Property.StaticDropdown({
+                  displayName: 'Credit Account',
+                  description: 'The account to credit',
+                  required: true,
+                  options: {
+                    disabled: false,
+                    options: accountOptions,
+                  },
+                })
+              : Property.Number({
+                  displayName: 'Credit Account ID',
+                  description: 'The account ID to credit',
+                  required: true,
+                }),
+            amount: Property.Number({
+              displayName: 'Amount',
+              description: 'The transaction amount',
+              required: true,
+            }),
+            description: Property.ShortText({
+              displayName: 'Description',
+              description: 'Description of the transaction',
+              required: false,
+            }),
+            tax_id: taxOptions.length > 0
+              ? Property.StaticDropdown({
+                  displayName: 'Tax',
+                  description: 'Tax rate (optional)',
+                  required: false,
+                  options: {
+                    disabled: false,
+                    options: taxOptions,
+                  },
+                })
+              : Property.Number({
+                  displayName: 'Tax ID',
+                  description: 'Tax ID (optional)',
+                  required: false,
+                }),
+            tax_account: accountOptions.length > 0
+              ? Property.StaticDropdown({
+                  displayName: 'Tax Account',
+                  description: 'Account for tax calculation',
+                  required: false,
+                  options: {
+                    disabled: false,
+                    options: accountOptions,
+                  },
+                })
+              : Property.Number({
+                  displayName: 'Tax Account ID',
+                  description: 'Account ID for tax calculation',
+                  required: false,
+                }),
+            currency_id: currencyOptions.length > 0
+              ? Property.StaticDropdown({
+                  displayName: 'Currency',
+                  description: 'Currency (optional)',
+                  required: false,
+                  options: {
+                    disabled: false,
+                    options: currencyOptions,
+                  },
+                })
+              : Property.Number({
+                  displayName: 'Currency ID',
+                  description: 'Currency ID (optional)',
+                  required: false,
+                }),
+            currency_factor: Property.Number({
+              displayName: 'Currency Factor',
+              description: 'Exchange rate factor (defaults to 1)',
+              required: false,
+            }),
+            helper_info: Property.MarkDown({
+              value: '',
+            }),
+            entries: Property.Array({
+              displayName: 'Entries',
+              description: 'Not used for single entries',
+              required: false,
+              properties: {},
+            }),
+          };
+        } else {
+          const isCompound = entryType === 'manual_compound_entry';
+          
+          return {
+            debit_account: Property.Number({
+              displayName: 'Debit Account',
+              description: 'Not used for compound/group entries',
+              required: false,
+            }),
+            credit_account: Property.Number({
+              displayName: 'Credit Account',
+              description: 'Not used for compound/group entries',
+              required: false,
+            }),
+            amount: Property.Number({
+              displayName: 'Amount',
+              description: 'Not used for compound/group entries',
+              required: false,
+            }),
+            description: Property.ShortText({
+              displayName: 'Description',
+              description: 'Not used for compound/group entries',
+              required: false,
+            }),
+            tax_id: Property.Number({
+              displayName: 'Tax ID',
+              description: 'Not used for compound/group entries',
+              required: false,
+            }),
+            tax_account: Property.Number({
+              displayName: 'Tax Account',
+              description: 'Not used for compound/group entries',
+              required: false,
+            }),
+            currency_id: Property.Number({
+              displayName: 'Currency ID',
+              description: 'Not used for compound/group entries',
+              required: false,
+            }),
+            currency_factor: Property.Number({
+              displayName: 'Currency Factor',
+              description: 'Not used for compound/group entries',
+              required: false,
+            }),
+            helper_info: Property.MarkDown({
+              value: isCompound
+                ? 'For compound entries, each entry should have EITHER debit_account_id OR credit_account_id (not both).'
+                : 'For group entries, each entry must have BOTH debit_account_id and credit_account_id.',
+            }),
+            entries: Property.Array({
+              displayName: 'Entries',
+              description: isCompound
+                ? 'Multiple entries to distribute the total. Each entry should have either debit_account_id OR credit_account_id (not both).'
+                : 'Multiple complete bookings. Each entry must have both debit_account_id and credit_account_id.',
+              required: true,
+              properties: {
+                debit_account_id: accountOptions.length > 0
+                  ? Property.StaticDropdown({
+                      displayName: 'Debit Account',
+                      description: isCompound
+                        ? 'Account to debit (leave empty if this is a credit entry)'
+                        : 'Account to debit',
+                      required: !isCompound,
+                      options: {
+                        disabled: false,
+                        options: accountOptions,
+                      },
+                    })
+                  : Property.Number({
+                      displayName: 'Debit Account ID',
+                      description: isCompound
+                        ? 'Account ID to debit (leave 0 if this is a credit entry)'
+                        : 'Account ID to debit',
+                      required: !isCompound,
+                    }),
+                credit_account_id: accountOptions.length > 0
+                  ? Property.StaticDropdown({
+                      displayName: 'Credit Account',
+                      description: isCompound
+                        ? 'Account to credit (leave empty if this is a debit entry)'
+                        : 'Account to credit',
+                      required: !isCompound,
+                      options: {
+                        disabled: false,
+                        options: accountOptions,
+                      },
+                    })
+                  : Property.Number({
+                      displayName: 'Credit Account ID',
+                      description: isCompound
+                        ? 'Account ID to credit (leave 0 if this is a debit entry)'
+                        : 'Account ID to credit',
+                      required: !isCompound,
+                    }),
+                amount: Property.Number({
+                  displayName: 'Amount',
+                  description: 'The transaction amount',
+                  required: true,
+                }),
+                description: Property.ShortText({
+                  displayName: 'Description',
+                  description: 'Description for this entry',
+                  required: false,
+                }),
+                tax_id: taxOptions.length > 0
+                  ? Property.StaticDropdown({
+                      displayName: 'Tax',
+                      description: 'Tax rate (optional)',
+                      required: false,
+                      options: {
+                        disabled: false,
+                        options: taxOptions,
+                      },
+                    })
+                  : Property.Number({
+                      displayName: 'Tax ID',
+                      description: 'Tax ID (optional)',
+                      required: false,
+                    }),
+                tax_account_id: accountOptions.length > 0
+                  ? Property.StaticDropdown({
+                      displayName: 'Tax Account',
+                      description: 'Account for tax calculation (optional)',
+                      required: false,
+                      options: {
+                        disabled: false,
+                        options: accountOptions,
+                      },
+                    })
+                  : Property.Number({
+                      displayName: 'Tax Account ID',
+                      description: 'Account ID for tax calculation (optional)',
+                      required: false,
+                    }),
+                currency_id: currencyOptions.length > 0
+                  ? Property.StaticDropdown({
+                      displayName: 'Currency',
+                      description: 'Currency (optional)',
+                      required: false,
+                      options: {
+                        disabled: false,
+                        options: currencyOptions,
+                      },
+                    })
+                  : Property.Number({
+                      displayName: 'Currency ID',
+                      description: 'Currency ID (optional)',
+                      required: false,
+                    }),
+                currency_factor: Property.Number({
+                  displayName: 'Currency Factor',
+                  description: 'Exchange rate factor (defaults to 1)',
+                  required: false,
+                }),
+              },
+            }),
+          };
+        }
+      },
+    }),
+  },
+  async run(context) {
+    const client = new BexioClient(context.auth);
+    const entryType = context.propsValue.type as 'manual_single_entry' | 'manual_compound_entry' | 'manual_group_entry';
+    const entryFields = context.propsValue.entryFields as DynamicPropsValue;
+    
+    let entries: BexioManualEntry[] = [];
+
+    if (entryType === 'manual_single_entry') {
+      const entry: BexioManualEntry = {
+        debit_account_id: entryFields['debit_account'] as number,
+        credit_account_id: entryFields['credit_account'] as number,
+        amount: entryFields['amount'] as number,
+      };
+
+      if (entryFields['description']) {
+        entry.description = entryFields['description'] as string;
+      }
+      if (entryFields['tax_id']) {
+        entry.tax_id = entryFields['tax_id'] as number;
+      }
+      if (entryFields['tax_account']) {
+        entry.tax_account_id = entryFields['tax_account'] as number;
+      }
+      if (entryFields['currency_id']) {
+        entry.currency_id = entryFields['currency_id'] as number;
+      }
+      if (entryFields['currency_factor']) {
+        entry.currency_factor = entryFields['currency_factor'] as number;
+      }
+
+      entries = [entry];
+    } else {
+      const entriesArray = entryFields['entries'] as Array<Record<string, unknown>> | undefined;
+      
+      if (!entriesArray || entriesArray.length === 0) {
+        throw new Error('At least one entry is required for compound or group entries');
+      }
+      
+      entries = entriesArray.map((entry) => {
+        const bexioEntry: BexioManualEntry = {
+          amount: entry['amount'] as number,
+        };
+
+        const debitAccountId = entry['debit_account_id'] as number | undefined;
+        if (debitAccountId && debitAccountId !== 0) {
+          bexioEntry.debit_account_id = debitAccountId;
+        }
+
+        const creditAccountId = entry['credit_account_id'] as number | undefined;
+        if (creditAccountId && creditAccountId !== 0) {
+          bexioEntry.credit_account_id = creditAccountId;
+        }
+
+        if (entry['description']) {
+          bexioEntry.description = entry['description'] as string;
+        }
+        
+        const taxId = entry['tax_id'] as number | undefined;
+        if (taxId && taxId !== 0) {
+          bexioEntry.tax_id = taxId;
+        }
+        
+        const taxAccountId = entry['tax_account_id'] as number | undefined;
+        if (taxAccountId && taxAccountId !== 0) {
+          bexioEntry.tax_account_id = taxAccountId;
+        }
+        
+        const currencyId = entry['currency_id'] as number | undefined;
+        if (currencyId && currencyId !== 0) {
+          bexioEntry.currency_id = currencyId;
+        }
+        
+        if (entry['currency_factor']) {
+          bexioEntry.currency_factor = entry['currency_factor'] as number;
+        }
+
+        return bexioEntry;
+      });
+    }
+
+    const requestBody = {
+      type: entryType,
+      date: context.propsValue.date,
+      reference_nr: context.propsValue.reference_nr,
+      entries,
+    };
+
+    const response = await client.post<BexioManualEntryResponse>(
+      '/accounts/manual_entries',
+      requestBody
+    );
+
+    return response;
+  },
+});
+