@agnocon/piece-bigin-by-zoho 0.1.6

package/src/lib/actions/update-contact.ts

@@ -0,0 +1,261 @@
+import { biginAuth } from '../auth';
+import {
+  createAction,
+  Property,
+  InputPropertyMap,
+  PropertyContext,
+} from '@agnocon/pieces-framework';
+import { companyDropdown, tagsDropdown, usersDropdown } from '../common/props';
+import { biginApiService } from '../common/request';
+import { handleDropdownError } from '../common/helpers';
+
+export const updateContact = createAction({
+  auth: biginAuth,
+  name: 'updateContact',
+  displayName: 'Update Contact',
+  description: 'Select and update an existing Contact record.',
+  audience: 'both',
+  aiMetadata: { description: 'Updates an existing contact (person) record in Bigin CRM, identified by selecting the contact; its current fields are prepopulated and any you set are overwritten (owner, associated company, tags, and module-defined fields). Use to modify a person who already exists. Idempotent: re-sending the same field values leaves the record in the same state.', idempotent: true },
+
+  props: {
+    contactId: Property.Dropdown({
+      auth: biginAuth,
+      displayName: 'Select Contact',
+      description: 'Choose a contact to update',
+      required: true,
+      refreshers: ['auth'],
+      options: async ({ auth }) => {
+        if (!auth) return handleDropdownError('Please connect first');
+        const resp = await biginApiService.fetchContacts(
+          auth.access_token,
+          auth.data['api_domain']
+        );
+        return {
+          options: resp.data.map((c: any) => ({
+            label: `${c.First_Name ?? ''} ${c.Last_Name}`.trim(),
+            value: JSON.stringify(c),
+          })),
+        };
+      },
+    }),
+
+    contactDetails: Property.DynamicProperties({
+      auth: biginAuth,
+      displayName: 'Contact Fields',
+      description: 'Edit any of these fields',
+      refreshers: ['contactId', 'auth'],
+      required: true,
+      props: async (
+        { contactId, auth }: any,
+      ): Promise<InputPropertyMap> => {
+        if (!contactId) return {};
+        const contact = JSON.parse(contactId);
+        const { access_token, data } = auth;
+        const api_domain = data['api_domain'];
+
+        const [fieldsResp, usersResp, companiesResp] = await Promise.all([
+          biginApiService.fetchModuleFields(access_token, api_domain, 'Contacts'),
+          biginApiService.fetchUsers(access_token, api_domain),
+          biginApiService.fetchCompanies(access_token, api_domain),
+        ]);
+
+        const usersOptions = (usersResp.users || []).map((u: any) => ({
+          label: `${u.first_name ?? ''} ${u.last_name ?? ''}`.trim(),
+          value: u.id,
+        }));
+        const companyOptions = (companiesResp.data || []).map((c: any) => ({
+          label: c.Account_Name,
+          value: c.id,
+        }));
+
+        const props: InputPropertyMap = {};
+
+        const fields = (fieldsResp.fields || []) as any[];
+        for (const f of fields) {
+          const apiName = f.api_name as string;
+
+          if (f.read_only || f.field_read_only) continue;
+          if (!f.view_type || f.view_type.edit !== true) continue;
+
+          if (apiName === 'Tag') continue;
+          if (apiName === 'id') continue;
+
+          let defaultValue: any = contact[apiName] ?? undefined;
+          if (apiName === 'Owner') defaultValue = contact.Owner?.id;
+          if (apiName === 'Account_Name') defaultValue = contact.Account_Name?.id;
+
+          switch ((f.data_type as string)?.toLowerCase()) {
+            case 'picklist': {
+              const options = (f.pick_list_values || []).map((pl: any) => ({
+                label: pl.display_value,
+                value: pl.actual_value,
+              }));
+              props[apiName] = Property.StaticDropdown({
+                displayName: f.display_label || f.field_label || apiName,
+                description: f.tooltip || undefined,
+                required: false,
+                defaultValue,
+                options: { options },
+              });
+              break;
+            }
+            case 'multiselectpicklist': {
+              const options = (f.pick_list_values || []).map((pl: any) => ({
+                label: pl.display_value,
+                value: pl.actual_value,
+              }));
+              props[apiName] = Property.StaticMultiSelectDropdown({
+                displayName: f.display_label || f.field_label || apiName,
+                description: f.tooltip || undefined,
+                required: false,
+                defaultValue,
+                options: { options },
+              });
+              break;
+            }
+            case 'boolean': {
+              props[apiName] = Property.Checkbox({
+                displayName: f.display_label || f.field_label || apiName,
+                description: f.tooltip || undefined,
+                required: false,
+                defaultValue: Boolean(defaultValue),
+              });
+              break;
+            }
+            case 'date': {
+              props[apiName] = Property.ShortText({
+                displayName: f.display_label || f.field_label || apiName,
+                description: f.tooltip || undefined,
+                required: false,
+                defaultValue,
+              });
+              break;
+            }
+            case 'datetime': {
+              props[apiName] = Property.DateTime({
+                displayName: f.display_label || f.field_label || apiName,
+                description: f.tooltip || undefined,
+                required: false,
+                defaultValue,
+              });
+              break;
+            }
+            case 'integer':
+            case 'long':
+            case 'double':
+            case 'decimal':
+            case 'currency':
+            case 'percent': {
+              props[apiName] = Property.Number({
+                displayName: f.display_label || f.field_label || apiName,
+                description: f.tooltip || undefined,
+                required: false,
+                defaultValue,
+              });
+              break;
+            }
+            default: {
+              if (apiName === 'Owner') {
+                props[apiName] = Property.StaticDropdown({
+                  displayName: 'Owner',
+                  description: f.tooltip || undefined,
+                  required: false,
+                  defaultValue,
+                  options: { options: usersOptions },
+                });
+                break;
+              }
+              if (apiName === 'Account_Name') {
+                props[apiName] = Property.StaticDropdown({
+                  displayName: 'Company',
+                  description: f.tooltip || undefined,
+                  required: false,
+                  defaultValue,
+                  options: { options: companyOptions },
+                });
+                break;
+              }
+              if (apiName === 'Description') {
+                props[apiName] = Property.LongText({
+                  displayName: 'Description',
+                  description: f.tooltip || undefined,
+                  required: false,
+                  defaultValue,
+                });
+                break;
+              }
+
+              props[apiName] = Property.ShortText({
+                displayName: f.display_label || f.field_label || apiName,
+                description: f.tooltip || undefined,
+                required: false,
+                defaultValue: typeof defaultValue === 'string' ? defaultValue : undefined,
+              });
+            }
+          }
+        }
+
+        return props;
+      },
+    }),
+
+    accountName: companyDropdown,
+    tag: tagsDropdown('Contacts'),
+  },
+
+  async run(context) {
+   try {
+     const { contactDetails, contactId, accountName, tag } = context.propsValue;
+
+     const record: Record<string, any> = { id: JSON.parse(contactId).id };
+
+     if (contactDetails && typeof contactDetails === 'object') {
+       for (const [apiName, value] of Object.entries(contactDetails)) {
+         if (
+           value === undefined ||
+           value === null ||
+           (typeof value === 'string' && value.trim() === '') ||
+           (Array.isArray(value) && (value as any[]).length === 0)
+         ) {
+           continue;
+         }
+
+         if (apiName === 'Owner' || apiName === 'Account_Name') {
+           record[apiName] = { id: value };
+         } else if (apiName === 'Tag') {
+           record['Tag'] = (value as any[]).map((t: any) => ({ name: t }));
+         } else {
+           record[apiName] = value;
+         }
+       }
+     }
+
+     if (accountName) {
+       record['Account_Name'] = { id: accountName };
+     }
+     if (tag && Array.isArray(tag) && tag.length > 0) {
+       record['Tag'] = tag.map((t: any) => ({ name: t }));
+     }
+
+     const payload = { data: [record] };
+
+     const resp = await biginApiService.updateContact(
+       context.auth.access_token,
+       context.auth.data['api_domain'],
+       payload
+     );
+
+     return {
+       message: 'Contact updated successfully',
+       data: resp.data[0],
+     };
+   } catch (error: any) {
+     console.error('Error updating contact:', error);
+     throw new Error(
+       error instanceof Error
+         ? `Failed to update contact: ${error.message}`
+         : 'Failed to update contact due to an unknown error'
+     );
+   }
+  },
+});