@agnocon/piece-bexio 0.1.7

package/src/lib/actions/create-person.ts

@@ -0,0 +1,481 @@
+import { createAction, Property, OAuth2PropertyValue } from '@agnocon/pieces-framework';
+import { bexioAuth } from '../auth';
+import { BexioClient } from '../common/client';
+
+export const createPersonAction = createAction({
+  auth: bexioAuth,
+  name: 'create_person',
+  displayName: 'Create Person',
+  description: 'Create a new person contact',
+  audience: 'both',
+  aiMetadata: { description: 'Creates a new individual (person-type) contact in Bexio with name, address, communication, and grouping fields. Use to add an individual; pick Create Company for an organization or Update Person to modify an existing one. Requires a last name plus an assigned user and owner. Not idempotent: each call creates a separate contact, so search first to avoid duplicates.', idempotent: false },
+  props: {
+    name_1: Property.ShortText({
+      displayName: 'Last Name',
+      description: 'The last name of the person',
+      required: true,
+    }),
+    name_2: Property.ShortText({
+      displayName: 'First Name',
+      description: 'The first name of the person',
+      required: false,
+    }),
+    nr: Property.ShortText({
+      displayName: 'Contact Number',
+      description: 'Contact number (leave empty to auto-assign)',
+      required: false,
+    }),
+    salutation_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Salutation',
+      description: 'Salutation for the person',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your Bexio account first',
+            options: [],
+          };
+        }
+
+        try {
+          const client = new BexioClient(auth);
+          const salutations = await client.get<Array<{ id: number; name: string }>>('/2.0/salutation');
+
+          return {
+            disabled: false,
+            options: salutations.map((sal) => ({
+              label: sal.name,
+              value: sal.id,
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load salutations',
+            options: [],
+          };
+        }
+      },
+    }),
+    salutation_form: Property.Number({
+      displayName: 'Salutation Form',
+      description: 'Salutation form (optional)',
+      required: false,
+    }),
+    title_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Title',
+      description: 'Title for the person (e.g., Dr., Prof.)',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your Bexio account first',
+            options: [],
+          };
+        }
+
+        try {
+          const client = new BexioClient(auth);
+          const titles = await client.get<Array<{ id: number; name: string }>>('/2.0/title');
+
+          return {
+            disabled: false,
+            options: titles.map((title) => ({
+              label: title.name,
+              value: title.id,
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load titles',
+            options: [],
+          };
+        }
+      },
+    }),
+    birthday: Property.ShortText({
+      displayName: 'Birthday',
+      description: 'Birthday date (YYYY-MM-DD)',
+      required: false,
+    }),
+    street_name: Property.ShortText({
+      displayName: 'Street Name',
+      description: 'Street name',
+      required: false,
+    }),
+    house_number: Property.ShortText({
+      displayName: 'House Number',
+      description: 'House number',
+      required: false,
+    }),
+    address_addition: Property.ShortText({
+      displayName: 'Address Addition',
+      description: 'Additional address information (e.g., "Building C")',
+      required: false,
+    }),
+    postcode: Property.ShortText({
+      displayName: 'Postcode',
+      description: 'Postal code',
+      required: false,
+    }),
+    city: Property.ShortText({
+      displayName: 'City',
+      description: 'City',
+      required: false,
+    }),
+    country_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Country',
+      description: 'Country',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your Bexio account first',
+            options: [],
+          };
+        }
+
+        try {
+          const client = new BexioClient(auth);
+          const countries = await client.get<Array<{ id: number; name: string; name_short: string; iso3166_alpha2: string }>>('/2.0/country');
+
+          return {
+            disabled: false,
+            options: countries.map((country) => ({
+              label: `${country.name} (${country.name_short})`,
+              value: country.id,
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load countries',
+            options: [],
+          };
+        }
+      },
+    }),
+    mail: Property.ShortText({
+      displayName: 'Email',
+      description: 'Primary email address',
+      required: false,
+    }),
+    mail_second: Property.ShortText({
+      displayName: 'Secondary Email',
+      description: 'Secondary email address',
+      required: false,
+    }),
+    phone_fixed: Property.ShortText({
+      displayName: 'Phone',
+      description: 'Fixed phone number',
+      required: false,
+    }),
+    phone_fixed_second: Property.ShortText({
+      displayName: 'Secondary Phone',
+      description: 'Secondary fixed phone number',
+      required: false,
+    }),
+    phone_mobile: Property.ShortText({
+      displayName: 'Mobile Phone',
+      description: 'Mobile phone number',
+      required: false,
+    }),
+    fax: Property.ShortText({
+      displayName: 'Fax',
+      description: 'Fax number',
+      required: false,
+    }),
+    url: Property.ShortText({
+      displayName: 'Website',
+      description: 'Personal website URL',
+      required: false,
+    }),
+    skype_name: Property.ShortText({
+      displayName: 'Skype Name',
+      description: 'Skype username',
+      required: false,
+    }),
+    remarks: Property.LongText({
+      displayName: 'Remarks',
+      description: 'Additional notes about the person',
+      required: false,
+    }),
+    language_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Language',
+      description: 'Preferred language',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your Bexio account first',
+            options: [],
+          };
+        }
+
+        try {
+          const client = new BexioClient(auth);
+          const languages = await client.get<Array<{ id: number; name: string }>>('/2.0/language');
+
+          return {
+            disabled: false,
+            options: languages.map((lang) => ({
+              label: lang.name,
+              value: lang.id,
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load languages',
+            options: [],
+          };
+        }
+      },
+    }),
+    contact_group_ids: Property.MultiSelectDropdown({
+      auth: bexioAuth,
+      displayName: 'Contact Groups',
+      description: 'Select contact groups',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your Bexio account first',
+            options: [],
+          };
+        }
+
+        try {
+          const client = new BexioClient(auth);
+          const groups = await client.get<Array<{ id: number; name: string }>>('/2.0/contact_group');
+
+          return {
+            disabled: false,
+            options: groups.map((group) => ({
+              label: group.name,
+              value: group.id.toString(),
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load contact groups',
+            options: [],
+          };
+        }
+      },
+    }),
+    contact_branch_ids: Property.MultiSelectDropdown({
+      auth: bexioAuth,
+      displayName: 'Contact Sectors',
+      description: 'Select contact sectors',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your Bexio account first',
+            options: [],
+          };
+        }
+
+        try {
+          const client = new BexioClient(auth);
+          const branches = await client.get<Array<{ id: number; name: string }>>('/2.0/contact_branch');
+
+          return {
+            disabled: false,
+            options: branches.map((branch) => ({
+              label: branch.name,
+              value: branch.id.toString(),
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load contact sectors',
+            options: [],
+          };
+        }
+      },
+    }),
+    user_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'User',
+      description: 'User assigned to this contact',
+      required: true,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your Bexio account first',
+            options: [],
+          };
+        }
+
+        try {
+          const client = new BexioClient(auth);
+          const users = await client.get<Array<{ id: number; firstname: string | null; lastname: string | null; email: string }>>('/3.0/users');
+
+          return {
+            disabled: false,
+            options: users.map((user) => ({
+              label: `${user.firstname || ''} ${user.lastname || ''}`.trim() || user.email,
+              value: user.id,
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load users',
+            options: [],
+          };
+        }
+      },
+    }),
+    owner_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Owner',
+      description: 'Owner of this contact',
+      required: true,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your Bexio account first',
+            options: [],
+          };
+        }
+
+        try {
+          const client = new BexioClient(auth);
+          const users = await client.get<Array<{ id: number; firstname: string | null; lastname: string | null; email: string }>>('/3.0/users');
+
+          return {
+            disabled: false,
+            options: users.map((user) => ({
+              label: `${user.firstname || ''} ${user.lastname || ''}`.trim() || user.email,
+              value: user.id,
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load users',
+            options: [],
+          };
+        }
+      },
+    }),
+  },
+  async run(context) {
+    const client = new BexioClient(context.auth);
+
+    const props = context.propsValue;
+    const requestBody: Record<string, unknown> = {
+      contact_type_id: 2, // 2 = person
+      name_1: props['name_1'],
+      user_id: props['user_id'],
+      owner_id: props['owner_id'],
+    };
+
+    // Add optional fields only if they have values
+    if (props['name_2']) {
+      requestBody['name_2'] = props['name_2'];
+    }
+    if (props['nr'] !== undefined && props['nr'] !== null && props['nr'] !== '') {
+      requestBody['nr'] = props['nr'];
+    } else {
+      requestBody['nr'] = null; // Auto-assign
+    }
+    if (props['salutation_id']) {
+      requestBody['salutation_id'] = props['salutation_id'];
+    }
+    if (props['salutation_form']) {
+      requestBody['salutation_form'] = props['salutation_form'];
+    }
+    if (props['title_id']) {
+      requestBody['title_id'] = props['title_id'];
+    }
+    if (props['birthday']) {
+      requestBody['birthday'] = props['birthday'];
+    }
+    if (props['street_name']) {
+      requestBody['street_name'] = props['street_name'];
+    }
+    if (props['house_number']) {
+      requestBody['house_number'] = props['house_number'];
+    }
+    if (props['address_addition']) {
+      requestBody['address_addition'] = props['address_addition'];
+    }
+    if (props['postcode']) {
+      requestBody['postcode'] = props['postcode'];
+    }
+    if (props['city']) {
+      requestBody['city'] = props['city'];
+    }
+    if (props['country_id']) {
+      requestBody['country_id'] = props['country_id'];
+    }
+    if (props['mail']) {
+      requestBody['mail'] = props['mail'];
+    }
+    if (props['mail_second']) {
+      requestBody['mail_second'] = props['mail_second'];
+    }
+    if (props['phone_fixed']) {
+      requestBody['phone_fixed'] = props['phone_fixed'];
+    }
+    if (props['phone_fixed_second']) {
+      requestBody['phone_fixed_second'] = props['phone_fixed_second'];
+    }
+    if (props['phone_mobile']) {
+      requestBody['phone_mobile'] = props['phone_mobile'];
+    }
+    if (props['fax']) {
+      requestBody['fax'] = props['fax'];
+    }
+    if (props['url']) {
+      requestBody['url'] = props['url'];
+    }
+    if (props['skype_name']) {
+      requestBody['skype_name'] = props['skype_name'];
+    }
+    if (props['remarks']) {
+      requestBody['remarks'] = props['remarks'];
+    }
+    if (props['language_id']) {
+      requestBody['language_id'] = props['language_id'];
+    }
+    if (props['contact_group_ids'] && Array.isArray(props['contact_group_ids']) && props['contact_group_ids'].length > 0) {
+      requestBody['contact_group_ids'] = props['contact_group_ids'].join(',');
+    }
+    if (props['contact_branch_ids'] && Array.isArray(props['contact_branch_ids']) && props['contact_branch_ids'].length > 0) {
+      requestBody['contact_branch_ids'] = props['contact_branch_ids'].join(',');
+    }
+
+    const response = await client.post('/2.0/contact', requestBody);
+
+    return response;
+  },
+});
+