@agnocon/piece-bigin-by-zoho 0.1.6

package/src/lib/actions/update-pipeline-record.ts

@@ -0,0 +1,235 @@
+import { biginAuth } from '../auth';
+import { createAction, Property } from '@agnocon/pieces-framework';
+import { companyDropdown, contactsDropdown, layoutsDropdown, multiContactsDropdown, pipelineRecordsDropdown, productsDropdown, SubPipelineorStageDropdown, tagsDropdown, usersDropdown } from '../common/props';
+import { biginApiService } from '../common/request';
+import { formatDateOnly } from '../common/helpers';
+
+export const updatePipelineRecord = createAction({
+  auth: biginAuth,
+  name: 'updatePipeline',
+  displayName: 'Update Pipeline',
+  description: 'updates a pipeline record in Bigin',
+  audience: 'both',
+  aiMetadata: { description: 'Updates an existing pipeline record (deal) in Bigin CRM, identified by selecting the record; any fields you set are overwritten (deal name, sub-pipeline, stage, amount, closing date, owner, company, contact, secondary contacts, associated products, tags). Use to advance a deal stage or revise its details. Idempotent: re-sending the same field values leaves the record in the same state.', idempotent: true },
+  props: {
+    pipelineRecordId: pipelineRecordsDropdown,
+    pipelineDetails: Property.DynamicProperties({
+      auth: biginAuth,
+      displayName: 'Pipeline Details',
+      description: 'These fields will be prepopulated with pipeline data',
+      refreshers: ['pipelineRecordId', 'auth'],
+      required: true,
+      props: async ({ pipelineRecordId, auth }: any) => {
+        const pipelineData = JSON.parse(pipelineRecordId);
+        const pipelineId = pipelineData.id;
+        if (!pipelineId) {
+          throw new Error('Pipeline ID is required to update the record');
+        }
+
+        const { access_token, api_domain } = auth as any;
+        const fieldsResp = await biginApiService.fetchModuleFields(
+          access_token,
+          api_domain,
+          'Pipelines'
+        );
+
+        const props: any = {};
+        for (const f of (fieldsResp.fields || []) as any[]) {
+          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' || apiName === 'id' || apiName === 'Secondary_Contacts') continue;
+
+          const defaultValue = pipelineData[apiName] ?? undefined;
+          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 || 'Format: YYYY-MM-DD',
+                required: false,
+                defaultValue,
+              });
+              break;
+            }
+            case 'datetime': {
+              props[apiName] = Property.DateTime({
+                displayName: f.display_label || f.field_label || apiName,
+                description:
+                  f.tooltip || 'Format: ISO 8601 (YYYY-MM-DDTHH:mm:ss±HH:mm)',
+                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: {
+              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;
+      },
+    }),
+    pipeline: layoutsDropdown(
+      'Pipelines',
+      'Provide the Team Pipeline to which the pipeline record (deal) belongs',
+      'Pipelines'
+    ),
+    subPipeline: SubPipelineorStageDropdown(
+      'Sub Pipeline',
+      'Pick one of the configured sub-pipelines',
+      'Sub Pipeline',
+    ),
+    stage: SubPipelineorStageDropdown(
+      'Stage',
+      'Provide the current stage of the pipeline record (deal) within the Sub-Pipeline',
+      'Stage',
+    ),
+    owner: usersDropdown,
+    accountName: companyDropdown,
+    contactName: contactsDropdown,
+    secondaryContacts: multiContactsDropdown,
+    associatedProducts: productsDropdown,
+    tag: tagsDropdown('Pipelines'),
+  },
+  async run({propsValue, auth}) {
+    const pipelineData = JSON.parse(propsValue.pipelineRecordId as string);
+
+    const payload: any = {
+      id: pipelineData.id,
+    };
+
+    if (propsValue.owner) payload.Owner = propsValue.owner;
+    if (propsValue.accountName)
+      payload.Account_Name = { id: propsValue.accountName };
+    if (propsValue.contactName)
+      payload.Contact_Name = { id: propsValue.contactName };
+
+    if (propsValue.subPipeline)
+      payload['Sub Pipeline'] = propsValue.subPipeline;
+
+    if (propsValue.stage) payload.Stage = propsValue.stage;
+    if (propsValue.pipelineDetails['dealName']) payload.Deal_Name = propsValue.pipelineDetails['dealName'];
+
+
+    if (propsValue.pipelineDetails['amount']) payload.Amount = propsValue.pipelineDetails['amount'];
+    if (propsValue.pipelineDetails['closingDate'])
+      payload.Closing_Date = formatDateOnly(
+        propsValue.pipelineDetails['closingDate']
+      );
+    if (propsValue.pipeline) {
+      const pipeline = JSON.parse(propsValue.pipeline as any);
+      payload.Pipeline = { id: pipeline.id, name: pipeline.name };
+    }
+
+    if (propsValue.associatedProducts) {
+      payload.Associated_Products = propsValue.associatedProducts.map(
+        (product: any) => {
+          const p = JSON.parse(product);
+          return { id: p.id, name: p.name };
+        }
+      );
+    }
+    if (propsValue.tag) {
+      payload.Tag = propsValue.tag.map((t: any) => ({ name: t }));
+    }
+    
+    const {access_token, api_domain} = auth as any;
+
+   try {
+      const response = await biginApiService.updatePipelineRecord(
+       access_token,
+       api_domain,
+       { data: [payload] }
+     );
+
+      if (
+        propsValue.secondaryContacts &&
+        Array.isArray(propsValue.secondaryContacts)
+      ) {
+        const secondaries = (propsValue.secondaryContacts as any[])
+          .map((v: any) => String(v))
+          .filter((id: string) => id !== propsValue.contactName);
+
+        if (secondaries.length > 0) {
+          await biginApiService.updatePipelineRecord(
+            access_token,
+            api_domain,
+            {
+              data: [
+                {
+                  id: pipelineData.id,
+                  Secondary_Contacts: secondaries.map((id: string) => ({ id })),
+                },
+              ],
+            }
+          );
+        }
+      }
+
+      return {
+        message: 'Pipeline record updated successfully',
+        pipelineRecord: response.data[0],
+      };
+   } catch (error: any) {
+     console.error('Error updating pipeline record:', error);
+     throw new Error(error);
+   }
+  },
+});