@agnocon/piece-bexio 0.1.7

package/dist/lib/actions/create-sales-quote.js

@@ -0,0 +1,666 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.createSalesQuoteAction = void 0;
+const tslib_1 = require("tslib");
+// Vendored from Activepieces packages/pieces/community/bexio/src/lib/actions/create-sales-quote.ts (MIT).
+// Generated by packages/scripts/vendor-ap.mjs - do not edit by hand.
+const pieces_framework_1 = require("@agnocon/pieces-framework");
+const auth_1 = require("../auth");
+const client_1 = require("../common/client");
+exports.createSalesQuoteAction = (0, pieces_framework_1.createAction)({
+    auth: auth_1.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: pieces_framework_1.Property.ShortText({
+            displayName: 'Document Number',
+            description: 'Quote number (required if automatic numbering is disabled)',
+            required: false,
+        }),
+        title: pieces_framework_1.Property.ShortText({
+            displayName: 'Title',
+            description: 'Quote title',
+            required: false,
+        }),
+        contact_id: pieces_framework_1.Property.Dropdown({
+            auth: auth_1.bexioAuth,
+            displayName: 'Contact',
+            description: 'The contact for this quote',
+            required: false,
+            refreshers: [],
+            options: (_a) => tslib_1.__awaiter(void 0, [_a], void 0, function* ({ auth }) {
+                if (!auth) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your Bexio account first',
+                        options: [],
+                    };
+                }
+                try {
+                    const client = new client_1.BexioClient(auth);
+                    const contacts = yield client.get('/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} (#${contact.nr})` : name;
+                            return {
+                                label,
+                                value: contact.id,
+                            };
+                        }),
+                    };
+                }
+                catch (error) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Failed to load contacts',
+                        options: [],
+                    };
+                }
+            }),
+        }),
+        contact_sub_id: pieces_framework_1.Property.Dropdown({
+            auth: auth_1.bexioAuth,
+            displayName: 'Contact Sub',
+            description: 'Contact sub-address (optional)',
+            required: false,
+            refreshers: [],
+            options: (_a) => tslib_1.__awaiter(void 0, [_a], void 0, function* ({ auth }) {
+                if (!auth) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your Bexio account first',
+                        options: [],
+                    };
+                }
+                try {
+                    const client = new client_1.BexioClient(auth);
+                    const contacts = yield client.get('/2.0/contact');
+                    return {
+                        disabled: false,
+                        options: contacts.map((contact) => {
+                            const name = contact.name_2
+                                ? `${contact.name_2} ${contact.name_1}`
+                                : contact.name_1;
+                            const label = contact.nr ? `${name} (#${contact.nr})` : name;
+                            return {
+                                label,
+                                value: contact.id,
+                            };
+                        }),
+                    };
+                }
+                catch (error) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Failed to load contacts',
+                        options: [],
+                    };
+                }
+            }),
+        }),
+        user_id: pieces_framework_1.Property.Dropdown({
+            auth: auth_1.bexioAuth,
+            displayName: 'User',
+            description: 'User responsible for this quote',
+            required: true,
+            refreshers: [],
+            options: (_a) => tslib_1.__awaiter(void 0, [_a], void 0, function* ({ auth }) {
+                if (!auth) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your Bexio account first',
+                        options: [],
+                    };
+                }
+                try {
+                    const client = new client_1.BexioClient(auth);
+                    const users = yield client.get('/3.0/users');
+                    return {
+                        disabled: false,
+                        options: users.map((user) => {
+                            const name = user.firstname && user.lastname
+                                ? `${user.firstname} ${user.lastname}`
+                                : user.email;
+                            return {
+                                label: name,
+                                value: user.id,
+                            };
+                        }),
+                    };
+                }
+                catch (error) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Failed to load users',
+                        options: [],
+                    };
+                }
+            }),
+        }),
+        pr_project_id: pieces_framework_1.Property.Dropdown({
+            auth: auth_1.bexioAuth,
+            displayName: 'Project',
+            description: 'Project associated with this quote',
+            required: false,
+            refreshers: [],
+            options: (_a) => tslib_1.__awaiter(void 0, [_a], void 0, function* ({ auth }) {
+                if (!auth) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your Bexio account first',
+                        options: [],
+                    };
+                }
+                try {
+                    const client = new client_1.BexioClient(auth);
+                    const projects = yield client.get('/2.0/pr_project');
+                    return {
+                        disabled: false,
+                        options: projects.map((project) => ({
+                            label: project.nr ? `${project.name} (#${project.nr})` : project.name,
+                            value: project.id,
+                        })),
+                    };
+                }
+                catch (error) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Failed to load projects',
+                        options: [],
+                    };
+                }
+            }),
+        }),
+        language_id: pieces_framework_1.Property.Dropdown({
+            auth: auth_1.bexioAuth,
+            displayName: 'Language',
+            description: 'Language for the quote',
+            required: true,
+            refreshers: [],
+            options: (_a) => tslib_1.__awaiter(void 0, [_a], void 0, function* ({ auth }) {
+                if (!auth) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your Bexio account first',
+                        options: [],
+                    };
+                }
+                try {
+                    const client = new client_1.BexioClient(auth);
+                    const languages = yield client.get('/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: pieces_framework_1.Property.Dropdown({
+            auth: auth_1.bexioAuth,
+            displayName: 'Bank Account',
+            description: 'Bank account for payment',
+            required: true,
+            refreshers: [],
+            options: (_a) => tslib_1.__awaiter(void 0, [_a], void 0, function* ({ auth }) {
+                if (!auth) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your Bexio account first',
+                        options: [],
+                    };
+                }
+                try {
+                    const client = new client_1.BexioClient(auth);
+                    const bankAccounts = yield client.get('/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: pieces_framework_1.Property.Dropdown({
+            auth: auth_1.bexioAuth,
+            displayName: 'Currency',
+            description: 'Currency for this quote',
+            required: true,
+            refreshers: [],
+            options: (_a) => tslib_1.__awaiter(void 0, [_a], void 0, function* ({ auth }) {
+                if (!auth) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your Bexio account first',
+                        options: [],
+                    };
+                }
+                try {
+                    const client = new client_1.BexioClient(auth);
+                    const currencies = yield client.get('/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: pieces_framework_1.Property.Dropdown({
+            auth: auth_1.bexioAuth,
+            displayName: 'Payment Type',
+            description: 'Payment type for this quote',
+            required: true,
+            refreshers: [],
+            options: (_a) => tslib_1.__awaiter(void 0, [_a], void 0, function* ({ auth }) {
+                if (!auth) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your Bexio account first',
+                        options: [],
+                    };
+                }
+                try {
+                    const client = new client_1.BexioClient(auth);
+                    const paymentTypes = yield client.get('/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: pieces_framework_1.Property.LongText({
+            displayName: 'Header',
+            description: 'Header text for the quote',
+            required: false,
+        }),
+        footer: pieces_framework_1.Property.LongText({
+            displayName: 'Footer',
+            description: 'Footer text for the quote',
+            required: false,
+        }),
+        mwst_type: pieces_framework_1.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: pieces_framework_1.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: pieces_framework_1.Property.Checkbox({
+            displayName: 'Show Position Taxes',
+            description: 'Show taxes for each position',
+            required: false,
+            defaultValue: false,
+        }),
+        is_valid_from: pieces_framework_1.Property.ShortText({
+            displayName: 'Valid From',
+            description: 'Quote valid from date (YYYY-MM-DD)',
+            required: true,
+        }),
+        is_valid_until: pieces_framework_1.Property.ShortText({
+            displayName: 'Valid Until',
+            description: 'Quote valid until date (YYYY-MM-DD)',
+            required: true,
+        }),
+        contact_address_manual: pieces_framework_1.Property.LongText({
+            displayName: 'Manual Contact Address',
+            description: 'Override contact address (leave empty to use contact address)',
+            required: false,
+        }),
+        delivery_address_type: pieces_framework_1.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: pieces_framework_1.Property.LongText({
+            displayName: 'Manual Delivery Address',
+            description: 'Custom delivery address (only used if delivery address type is set to custom)',
+            required: false,
+        }),
+        api_reference: pieces_framework_1.Property.ShortText({
+            displayName: 'API Reference',
+            description: 'Reference for API use (can only be edited via API)',
+            required: false,
+        }),
+        viewed_by_client_at: pieces_framework_1.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: pieces_framework_1.Property.Number({
+            displayName: 'Terms of Payment Template ID',
+            description: 'Terms of payment template ID',
+            required: false,
+        }),
+        template_slug: pieces_framework_1.Property.Dropdown({
+            auth: auth_1.bexioAuth,
+            displayName: 'Document Template',
+            description: 'Document template for the quote',
+            required: false,
+            refreshers: [],
+            options: (_a) => tslib_1.__awaiter(void 0, [_a], void 0, function* ({ auth }) {
+                if (!auth) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your Bexio account first',
+                        options: [],
+                    };
+                }
+                try {
+                    const client = new client_1.BexioClient(auth);
+                    const templates = yield client.get('/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: pieces_framework_1.Property.DynamicProperties({
+            auth: auth_1.bexioAuth,
+            displayName: 'Quote Positions',
+            description: 'Configure quote line items',
+            required: true,
+            refreshers: ['auth'],
+            props: (_a) => tslib_1.__awaiter(void 0, [_a], void 0, function* ({ auth }) {
+                let units = [];
+                let accounts = [];
+                let taxes = [];
+                if (auth) {
+                    try {
+                        const client = new client_1.BexioClient(auth);
+                        units = yield client.get('/2.0/unit').catch(() => []);
+                        accounts = yield client.get('/accounts').catch(() => []);
+                        const taxesResponse = yield client.get('/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: pieces_framework_1.Property.Array({
+                        displayName: 'Positions',
+                        description: 'Quote line items',
+                        required: true,
+                        properties: {
+                            type: pieces_framework_1.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: pieces_framework_1.Property.ShortText({
+                                displayName: 'Amount',
+                                description: 'Quantity/amount',
+                                required: true,
+                            }),
+                            unit_id: unitOptions.length > 0
+                                ? pieces_framework_1.Property.StaticDropdown({
+                                    displayName: 'Unit',
+                                    description: 'Unit of measurement',
+                                    required: false,
+                                    options: {
+                                        disabled: false,
+                                        options: unitOptions,
+                                    },
+                                })
+                                : pieces_framework_1.Property.Number({
+                                    displayName: 'Unit ID',
+                                    description: 'Unit ID (use List Units action to find IDs)',
+                                    required: false,
+                                }),
+                            account_id: accountOptions.length > 0
+                                ? pieces_framework_1.Property.StaticDropdown({
+                                    displayName: 'Account',
+                                    description: 'Account for this position',
+                                    required: false,
+                                    options: {
+                                        disabled: false,
+                                        options: accountOptions,
+                                    },
+                                })
+                                : pieces_framework_1.Property.Number({
+                                    displayName: 'Account ID',
+                                    description: 'Account ID (use List Accounts action to find IDs)',
+                                    required: false,
+                                }),
+                            tax_id: taxOptions.length > 0
+                                ? pieces_framework_1.Property.StaticDropdown({
+                                    displayName: 'Tax',
+                                    description: 'Tax rate (only active sales taxes)',
+                                    required: false,
+                                    options: {
+                                        disabled: false,
+                                        options: taxOptions,
+                                    },
+                                })
+                                : pieces_framework_1.Property.Number({
+                                    displayName: 'Tax ID',
+                                    description: 'Tax ID (use List Taxes action to find IDs)',
+                                    required: false,
+                                }),
+                            text: pieces_framework_1.Property.LongText({
+                                displayName: 'Description',
+                                description: 'Position description/text',
+                                required: false,
+                            }),
+                            unit_price: pieces_framework_1.Property.ShortText({
+                                displayName: 'Unit Price',
+                                description: 'Price per unit (max 6 decimals)',
+                                required: false,
+                            }),
+                            discount_in_percent: pieces_framework_1.Property.ShortText({
+                                displayName: 'Discount (%)',
+                                description: 'Discount percentage (max 6 decimals)',
+                                required: false,
+                            }),
+                            parent_id: pieces_framework_1.Property.Number({
+                                displayName: 'Parent ID',
+                                description: 'Parent position ID (for grouped positions)',
+                                required: false,
+                            }),
+                        },
+                    }),
+                };
+            }),
+        }),
+    },
+    run(context) {
+        return tslib_1.__awaiter(this, void 0, void 0, function* () {
+            const client = new client_1.BexioClient(context.auth);
+            const props = context.propsValue;
+            const requestBody = {
+                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'];
+            if (positionFields && positionFields['positions'] && Array.isArray(positionFields['positions'])) {
+                requestBody['positions'] = positionFields['positions'].map((position) => {
+                    const pos = {
+                        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 = yield client.post('/2.0/kb_offer', requestBody);
+            return response;
+        });
+    },
+});
+//# sourceMappingURL=create-sales-quote.js.map