@agnocon/piece-bexio 0.1.7

package/src/lib/actions/create-sales-quote.ts

@@ -0,0 +1,713 @@
+import { createAction, Property, OAuth2PropertyValue } from '@agnocon/pieces-framework';
+import { bexioAuth } from '../auth';
+import { BexioClient } from '../common/client';
+
+export const createSalesQuoteAction = createAction({
+  auth: bexioAuth,
+  name: 'create_sales_quote',
+  displayName: 'Create Sales Quote',
+  description: 'Create a new product-based sales quote',
+  audience: 'both',
+  aiMetadata: { description: 'Create a new Bexio sales quote (kb_offer) with required user, language, currency, payment type, bank account, tax handling, validity dates, and at least one line-item position (custom, article, text, subtotal, discount, or page-break). Not idempotent: each call creates a separate quote, so guard against duplicates. Requires resolved IDs for contact, currency, taxes, units, and accounts; look these up first if not known.', idempotent: false },
+  props: {
+    document_nr: Property.ShortText({
+      displayName: 'Document Number',
+      description: 'Quote number (required if automatic numbering is disabled)',
+      required: false,
+    }),
+    title: Property.ShortText({
+      displayName: 'Title',
+      description: 'Quote title',
+      required: false,
+    }),
+    contact_id: Property.Dropdown({ 
+      auth: bexioAuth,
+      displayName: 'Contact',
+      description: 'The contact for this quote',
+      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} (#${contact.nr})` : name;
+              return {
+                label,
+                value: contact.id,
+              };
+            }),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load contacts',
+            options: [],
+          };
+        }
+      },
+    }),
+    contact_sub_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Contact Sub',
+      description: 'Contact sub-address (optional)',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your Bexio account first',
+            options: [],
+          };
+        }
+
+        try {
+          const client = new BexioClient(auth);
+          const contacts = await client.get<Array<{
+            id: number;
+            contact_type_id: number;
+            name_1: string;
+            name_2?: string | null;
+            nr?: string | null;
+          }>>('/2.0/contact');
+
+          return {
+            disabled: false,
+            options: contacts.map((contact) => {
+              const name = contact.name_2
+                ? `${contact.name_2} ${contact.name_1}`
+                : contact.name_1;
+              const label = contact.nr ? `${name} (#${contact.nr})` : name;
+              return {
+                label,
+                value: contact.id,
+              };
+            }),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load contacts',
+            options: [],
+          };
+        }
+      },
+    }),
+    user_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'User',
+      description: 'User responsible for this quote',
+      required: true,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your Bexio account first',
+            options: [],
+          };
+        }
+
+        try {
+          const client = new BexioClient(auth);
+          const users = await client.get<Array<{
+            id: number;
+            firstname?: string | null;
+            lastname?: string | null;
+            email: string;
+          }>>('/3.0/users');
+
+          return {
+            disabled: false,
+            options: users.map((user) => {
+              const name = user.firstname && user.lastname
+                ? `${user.firstname} ${user.lastname}`
+                : user.email;
+              return {
+                label: name,
+                value: user.id,
+              };
+            }),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load users',
+            options: [],
+          };
+        }
+      },
+    }),
+    pr_project_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Project',
+      description: 'Project associated with this quote',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your Bexio account first',
+            options: [],
+          };
+        }
+
+        try {
+          const client = new BexioClient(auth);
+          const projects = await client.get<Array<{
+            id: number;
+            name: string;
+            nr?: string;
+          }>>('/2.0/pr_project');
+
+          return {
+            disabled: false,
+            options: projects.map((project) => ({
+              label: project.nr ? `${project.name} (#${project.nr})` : project.name,
+              value: project.id,
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load projects',
+            options: [],
+          };
+        }
+      },
+    }),
+    language_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Language',
+      description: 'Language for the quote',
+      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 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: [],
+          };
+        }
+      },
+    }),
+    bank_account_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Bank Account',
+      description: 'Bank account for payment',
+      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 bankAccounts = await client.get<Array<{
+            id: number;
+            name: string;
+            iban_nr?: string;
+            bank_account_nr?: string;
+          }>>('/3.0/banking/accounts');
+
+          return {
+            disabled: false,
+            options: bankAccounts.map((account) => {
+              const iban = account.iban_nr || account.bank_account_nr;
+              return {
+                label: iban ? `${account.name} (${iban})` : account.name,
+                value: account.id,
+              };
+            }),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load bank accounts',
+            options: [],
+          };
+        }
+      },
+    }),
+    currency_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Currency',
+      description: 'Currency for this quote',
+      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 currencies = await client.get<Array<{ id: number; name: string }>>('/currencies');
+
+          return {
+            disabled: false,
+            options: currencies.map((currency) => ({
+              label: currency.name,
+              value: currency.id,
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load currencies',
+            options: [],
+          };
+        }
+      },
+    }),
+    payment_type_id: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Payment Type',
+      description: 'Payment type for this quote',
+      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 paymentTypes = await client.get<Array<{ id: number; name: string }>>('/2.0/payment_type');
+
+          return {
+            disabled: false,
+            options: paymentTypes.map((type) => ({
+              label: type.name,
+              value: type.id,
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load payment types',
+            options: [],
+          };
+        }
+      },
+    }),
+    header: Property.LongText({
+      displayName: 'Header',
+      description: 'Header text for the quote',
+      required: false,
+    }),
+    footer: Property.LongText({
+      displayName: 'Footer',
+      description: 'Footer text for the quote',
+      required: false,
+    }),
+    mwst_type: Property.StaticDropdown({
+      displayName: 'Tax Type',
+      description: 'How taxes are handled',
+      required: true,
+      defaultValue: 0,
+      options: {
+        disabled: false,
+        options: [
+          { label: 'Including taxes', value: 0 },
+          { label: 'Excluding taxes', value: 1 },
+          { label: 'Exempt from taxes', value: 2 },
+        ],
+      },
+    }),
+    mwst_is_net: Property.Checkbox({
+      displayName: 'Tax is Net',
+      description: 'If taxes are included, set to true to add taxes to total, false to include in total',
+      required: false,
+      defaultValue: false,
+    }),
+    show_position_taxes: Property.Checkbox({
+      displayName: 'Show Position Taxes',
+      description: 'Show taxes for each position',
+      required: false,
+      defaultValue: false,
+    }),
+    is_valid_from: Property.ShortText({
+      displayName: 'Valid From',
+      description: 'Quote valid from date (YYYY-MM-DD)',
+      required: true,
+    }),
+    is_valid_until: Property.ShortText({
+      displayName: 'Valid Until',
+      description: 'Quote valid until date (YYYY-MM-DD)',
+      required: true,
+    }),
+    contact_address_manual: Property.LongText({
+      displayName: 'Manual Contact Address',
+      description: 'Override contact address (leave empty to use contact address)',
+      required: false,
+    }),
+    delivery_address_type: Property.StaticDropdown({
+      displayName: 'Delivery Address Type',
+      description: 'Type of delivery address',
+      required: false,
+      defaultValue: 0,
+      options: {
+        disabled: false,
+        options: [
+          { label: 'Use Invoice Address', value: 0 },
+          { label: 'Use Custom Address', value: 1 },
+        ],
+      },
+    }),
+    delivery_address_manual_text: Property.LongText({
+      displayName: 'Manual Delivery Address',
+      description: 'Custom delivery address (only used if delivery address type is set to custom)',
+      required: false,
+    }),
+    api_reference: Property.ShortText({
+      displayName: 'API Reference',
+      description: 'Reference for API use (can only be edited via API)',
+      required: false,
+    }),
+    viewed_by_client_at: Property.DateTime({
+      displayName: 'Viewed By Client At',
+      description: 'Date when the quote was viewed by the client',
+      required: false,
+    }),
+    kb_terms_of_payment_template_id: Property.Number({
+      displayName: 'Terms of Payment Template ID',
+      description: 'Terms of payment template ID',
+      required: false,
+    }),
+    template_slug: Property.Dropdown({
+      auth: bexioAuth,
+      displayName: 'Document Template',
+      description: 'Document template for the quote',
+      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 templates = await client.get<Array<{
+            template_slug: string;
+            name: string;
+            is_default: boolean;
+            default_for_document_types: string[];
+          }>>('/3.0/document_templates');
+
+          return {
+            disabled: false,
+            options: templates.map((template) => ({
+              label: template.is_default ? `${template.name} (Default)` : template.name,
+              value: template.template_slug,
+            })),
+          };
+        } catch (error) {
+          return {
+            disabled: true,
+            placeholder: 'Failed to load templates',
+            options: [],
+          };
+        }
+      },
+    }),
+    positionFields: Property.DynamicProperties({
+      auth: bexioAuth,
+      displayName: 'Quote Positions',
+      description: 'Configure quote line items',
+      required: true,
+      refreshers: ['auth'],
+      props: async ({ auth }) => {
+        let units: Array<{ id: number; name: string }> = [];
+        let accounts: Array<{ id: number; account_no: string; name: string }> = [];
+        let taxes: Array<{ id: number; name: string; percentage: string }> = [];
+
+        if (auth) {
+          try {
+            const client = new BexioClient(auth);
+            units = await client.get<Array<{ id: number; name: string }>>('/2.0/unit').catch(() => []);
+            accounts = await client.get<Array<{ id: number; account_no: string; name: string }>>('/accounts').catch(() => []);
+            const taxesResponse = await client.get<Array<{
+              id: number;
+              name: string;
+              value: number;
+              display_name?: string;
+            }>>('/3.0/taxes?types=sales_tax&scope=active').catch(() => []);
+            taxes = taxesResponse.map((tax) => ({
+              id: tax.id,
+              name: tax.display_name || tax.name,
+              percentage: tax.value.toString(),
+            }));
+          } catch (error) {
+            // Ignore error, use empty array as fallback
+          }
+        }
+
+        const unitOptions = units.map((unit) => ({ label: unit.name, value: unit.id }));
+        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 }));
+
+        return {
+          positions: Property.Array({
+            displayName: 'Positions',
+            description: 'Quote line items',
+            required: true,
+            properties: {
+              type: Property.StaticDropdown({
+                displayName: 'Position Type',
+                description: 'Type of quote position',
+                required: true,
+                defaultValue: 'KbPositionCustom',
+                options: {
+                  disabled: false,
+                  options: [
+                    { label: 'Custom Position', value: 'KbPositionCustom' },
+                    { label: 'Article Position', value: 'KbPositionArticle' },
+                    { label: 'Text Position', value: 'KbPositionText' },
+                    { label: 'Subtotal Position', value: 'KbPositionSubtotal' },
+                    { label: 'Page Break Position', value: 'KbPositionPagebreak' },
+                    { label: 'Discount Position', value: 'KbPositionDiscount' },
+                  ],
+                },
+              }),
+              amount: Property.ShortText({
+                displayName: 'Amount',
+                description: 'Quantity/amount',
+                required: true,
+              }),
+              unit_id: unitOptions.length > 0
+                ? Property.StaticDropdown({
+                    displayName: 'Unit',
+                    description: 'Unit of measurement',
+                    required: false,
+                    options: {
+                      disabled: false,
+                      options: unitOptions,
+                    },
+                  })
+                : Property.Number({
+                    displayName: 'Unit ID',
+                    description: 'Unit ID (use List Units action to find IDs)',
+                    required: false,
+                  }),
+              account_id: accountOptions.length > 0
+                ? Property.StaticDropdown({
+                    displayName: 'Account',
+                    description: 'Account for this position',
+                    required: false,
+                    options: {
+                      disabled: false,
+                      options: accountOptions,
+                    },
+                  })
+                : Property.Number({
+                    displayName: 'Account ID',
+                    description: 'Account ID (use List Accounts action to find IDs)',
+                    required: false,
+                  }),
+              tax_id: taxOptions.length > 0
+                ? Property.StaticDropdown({
+                    displayName: 'Tax',
+                    description: 'Tax rate (only active sales taxes)',
+                    required: false,
+                    options: {
+                      disabled: false,
+                      options: taxOptions,
+                    },
+                  })
+                : Property.Number({
+                    displayName: 'Tax ID',
+                    description: 'Tax ID (use List Taxes action to find IDs)',
+                    required: false,
+                  }),
+              text: Property.LongText({
+                displayName: 'Description',
+                description: 'Position description/text',
+                required: false,
+              }),
+              unit_price: Property.ShortText({
+                displayName: 'Unit Price',
+                description: 'Price per unit (max 6 decimals)',
+                required: false,
+              }),
+              discount_in_percent: Property.ShortText({
+                displayName: 'Discount (%)',
+                description: 'Discount percentage (max 6 decimals)',
+                required: false,
+              }),
+              parent_id: Property.Number({
+                displayName: 'Parent ID',
+                description: 'Parent position ID (for grouped positions)',
+                required: false,
+              }),
+            },
+          }),
+        };
+      },
+    }),
+  },
+  async run(context) {
+    const client = new BexioClient(context.auth);
+    const props = context.propsValue;
+
+    const requestBody: Record<string, unknown> = {
+      user_id: props['user_id'],
+      language_id: props['language_id'],
+      bank_account_id: props['bank_account_id'],
+      currency_id: props['currency_id'],
+      payment_type_id: props['payment_type_id'],
+      mwst_type: props['mwst_type'],
+      is_valid_from: props['is_valid_from'],
+      is_valid_until: props['is_valid_until'],
+    };
+
+    if (props['document_nr']) {
+      requestBody['document_nr'] = props['document_nr'];
+    }
+    if (props['title'] !== undefined) {
+      requestBody['title'] = props['title'] || null;
+    }
+    if (props['contact_id']) {
+      requestBody['contact_id'] = props['contact_id'];
+    }
+    if (props['contact_sub_id']) {
+      requestBody['contact_sub_id'] = props['contact_sub_id'];
+    }
+    if (props['pr_project_id']) {
+      requestBody['pr_project_id'] = props['pr_project_id'];
+    }
+    if (props['header']) {
+      requestBody['header'] = props['header'];
+    }
+    if (props['footer']) {
+      requestBody['footer'] = props['footer'];
+    }
+    if (props['mwst_is_net'] !== undefined) {
+      requestBody['mwst_is_net'] = props['mwst_is_net'];
+    }
+    if (props['show_position_taxes'] !== undefined) {
+      requestBody['show_position_taxes'] = props['show_position_taxes'];
+    }
+    if (props['contact_address_manual']) {
+      requestBody['contact_address_manual'] = props['contact_address_manual'];
+    }
+    if (props['delivery_address_type'] !== undefined) {
+      requestBody['delivery_address_type'] = props['delivery_address_type'];
+    }
+    if (props['delivery_address_manual_text']) {
+      requestBody['delivery_address_manual'] = props['delivery_address_manual_text'];
+    }
+    if (props['api_reference']) {
+      requestBody['api_reference'] = props['api_reference'];
+    }
+    if (props['viewed_by_client_at']) {
+      requestBody['viewed_by_client_at'] = props['viewed_by_client_at'];
+    }
+    if (props['kb_terms_of_payment_template_id']) {
+      requestBody['kb_terms_of_payment_template_id'] = props['kb_terms_of_payment_template_id'];
+    }
+    if (props['template_slug']) {
+      requestBody['template_slug'] = props['template_slug'];
+    }
+
+    const positionFields = props['positionFields'] as Record<string, unknown>;
+    if (positionFields && positionFields['positions'] && Array.isArray(positionFields['positions'])) {
+      requestBody['positions'] = (positionFields['positions'] as Array<Record<string, unknown>>).map((position) => {
+        const pos: Record<string, unknown> = {
+          type: position['type'] || 'KbPositionCustom',
+        };
+
+        if (position['amount']) {
+          pos['amount'] = position['amount'];
+        }
+        if (position['unit_id']) {
+          pos['unit_id'] = position['unit_id'];
+        }
+        if (position['account_id']) {
+          pos['account_id'] = position['account_id'];
+        }
+        if (position['tax_id']) {
+          pos['tax_id'] = position['tax_id'];
+        }
+        if (position['text']) {
+          pos['text'] = position['text'];
+        }
+        if (position['unit_price']) {
+          pos['unit_price'] = position['unit_price'];
+        }
+        if (position['discount_in_percent']) {
+          pos['discount_in_percent'] = position['discount_in_percent'];
+        }
+        if (position['parent_id']) {
+          pos['parent_id'] = position['parent_id'];
+        }
+
+        return pos;
+      });
+    }
+
+    const response = await client.post('/2.0/kb_offer', requestBody);
+
+    return response;
+  },
+});
+