@agnocon/piece-bexio 0.1.7

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

@@ -0,0 +1,344 @@
+import { createAction, Property, OAuth2PropertyValue } from '@agnocon/pieces-framework';
+import { bexioAuth } from '../auth';
+import { BexioClient } from '../common/client';
+
+export const createProjectAction = createAction({
+  auth: bexioAuth,
+  name: 'create_project',
+  displayName: 'Create Project',
+  description: 'Create a new project',
+  audience: 'both',
+  aiMetadata: { description: 'Creates a new Bexio project linked to a contact, with status, type, responsible user, optional dates, and optional invoicing/budget settings. Use to set up a project before tracking time or billing against it. Requires a name, project status, project type, contact, and user. Not idempotent: each call creates a separate project.', idempotent: false },
+  props: {
+    document_nr: Property.ShortText({
+      displayName: 'Document Number',
+      description: 'Project number (required if automatic numbering is disabled)',
+      required: false,
+    }),
+    name: Property.ShortText({
+      displayName: 'Project Name',
+      description: 'Name of the project',
+      required: true,
+    }),
+    start_date: Property.DateTime({
+      displayName: 'Start Date',
+      description: 'Project start date',
+      required: false,
+    }),
+    end_date: Property.DateTime({
+      displayName: 'End Date',
+      description: 'Project end date',
+      required: false,
+    }),
+    comment: Property.LongText({
+      displayName: 'Comment',
+      description: 'Project comment/description',
+      required: false,
+    }),
+    pr_state_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Project Status',
+      description: 'Status of the project',
+      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 states = await client.get<Array<{ id: number; name: string }>>('/2.0/pr_project_state');
+
+          return {
+            disabled: false,
+            options: states.map((state) => ({
+              label: state.name,
+              value: state.id,
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load project statuses',
+            options: [],
+          };
+        }
+      },
+    }),
+    pr_project_type_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Project Type',
+      description: 'Type of project',
+      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 types = await client.get<Array<{ id: number; name: string }>>('/2.0/pr_project_type');
+
+          return {
+            disabled: false,
+            options: types.map((type) => ({
+              label: type.name,
+              value: type.id,
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load project types',
+            options: [],
+          };
+        }
+      },
+    }),
+    contact_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Contact',
+      description: 'Contact associated with this project',
+      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 contacts = await client.get<Array<{
+            id: number;
+            contact_type_id: number;
+            name_1: string;
+            name_2?: string | null;
+            nr?: string | null;
+          }>>('/2.0/contact');
+
+          return {
+            disabled: false,
+            options: contacts.map((contact) => {
+              const name = contact.name_2
+                ? `${contact.name_2} ${contact.name_1}`
+                : contact.name_1;
+              const label = contact.nr ? `${name} (#${contact.nr})` : name;
+              return {
+                label,
+                value: contact.id,
+              };
+            }),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load contacts',
+            options: [],
+          };
+        }
+      },
+    }),
+    contact_sub_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Contact Sub',
+      description: 'Contact sub-address (optional)',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your Bexio account first',
+            options: [],
+          };
+        }
+
+        try {
+          const client = new BexioClient(auth);
+          const contacts = await client.get<Array<{
+            id: number;
+            contact_type_id: number;
+            name_1: string;
+            name_2?: string | null;
+            nr?: string | null;
+          }>>('/2.0/contact');
+
+          return {
+            disabled: false,
+            options: contacts.map((contact) => {
+              const name = contact.name_2
+                ? `${contact.name_2} ${contact.name_1}`
+                : contact.name_1;
+              const label = contact.nr ? `${name} (#${contact.nr})` : name;
+              return {
+                label,
+                value: contact.id,
+              };
+            }),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load contacts',
+            options: [],
+          };
+        }
+      },
+    }),
+    pr_invoice_type_id: Property.StaticDropdown({
+      displayName: 'Invoice Type',
+      description: 'Type of invoicing for this project',
+      required: false,
+      options: {
+        disabled: false,
+        options: [
+          { label: 'Hourly rate for client services', value: 1 },
+          { label: 'Hourly rate for employee', value: 2 },
+          { label: 'Hourly rate for project', value: 3 },
+          { label: 'Fix price for project', value: 4 },
+        ],
+      },
+    }),
+    pr_invoice_type_amount: Property.ShortText({
+      displayName: 'Invoice Type Amount',
+      description: 'Amount for invoice type (only for hourly rate project or fix price)',
+      required: false,
+    }),
+    pr_budget_type_id: Property.StaticDropdown({
+      displayName: 'Budget Type',
+      description: 'Type of budget for this project',
+      required: false,
+      options: {
+        disabled: false,
+        options: [
+          { label: 'Total budget costs', value: 1 },
+          { label: 'Total budget hours', value: 2 },
+          { label: 'Budget for each client services', value: 3 },
+          { label: 'Budget for each employee', value: 4 },
+        ],
+      },
+    }),
+    pr_budget_type_amount: Property.ShortText({
+      displayName: 'Budget Type Amount',
+      description: 'Amount for budget type (only for total budget costs or total budget hours)',
+      required: false,
+    }),
+    user_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'User',
+      description: 'User responsible for this project',
+      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) => {
+              const name = user.firstname && user.lastname
+                ? `${user.firstname} ${user.lastname}`
+                : user.email;
+              return {
+                label: name,
+                value: user.id,
+              };
+            }),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load users',
+            options: [],
+          };
+        }
+      },
+    }),
+  },
+  async run({ auth, propsValue }) {
+    const client = new BexioClient(auth);
+    const props = propsValue;
+
+    const requestBody: Record<string, unknown> = {
+      name: props['name'],
+      pr_state_id: props['pr_state_id'],
+      pr_project_type_id: props['pr_project_type_id'],
+      contact_id: props['contact_id'],
+      user_id: props['user_id'],
+    };
+
+    if (props['document_nr']) {
+      requestBody['document_nr'] = props['document_nr'];
+    }
+    if (props['start_date']) {
+      // Convert DateTime to ISO string format expected by API
+      const startDate = props['start_date'] as string;
+      requestBody['start_date'] = startDate;
+    }
+    if (props['end_date']) {
+      // Convert DateTime to ISO string format expected by API
+      const endDate = props['end_date'] as string;
+      requestBody['end_date'] = endDate;
+    }
+    if (props['comment']) {
+      requestBody['comment'] = props['comment'];
+    }
+    if (props['contact_sub_id']) {
+      requestBody['contact_sub_id'] = props['contact_sub_id'];
+    }
+    if (props['pr_invoice_type_id']) {
+      requestBody['pr_invoice_type_id'] = props['pr_invoice_type_id'];
+    }
+    if (props['pr_invoice_type_amount']) {
+      requestBody['pr_invoice_type_amount'] = props['pr_invoice_type_amount'];
+    }
+    if (props['pr_budget_type_id']) {
+      requestBody['pr_budget_type_id'] = props['pr_budget_type_id'];
+    }
+    if (props['pr_budget_type_amount']) {
+      requestBody['pr_budget_type_amount'] = props['pr_budget_type_amount'];
+    }
+
+    const response = await client.post<{
+      id: number;
+      uuid: string;
+      nr: string;
+      name: string;
+      pr_state_id: number;
+      pr_project_type_id: number;
+      contact_id: number;
+      user_id: number;
+    }>('/2.0/pr_project', requestBody);
+
+    return response;
+  },
+});
+