@workbenchcrm/sdk 1.0.0

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package/LICENSE ADDED
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+ MIT License
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+
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+ Copyright (c) 2024 KoalityCRM
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+
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+ Permission is hereby granted, free of charge, to any person obtaining a copy
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+ of this software and associated documentation files (the "Software"), to deal
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+ in the Software without restriction, including without limitation the rights
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+ to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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+ copies of the Software, and to permit persons to whom the Software is
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+ furnished to do so, subject to the following conditions:
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+
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+ The above copyright notice and this permission notice shall be included in all
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+ copies or substantial portions of the Software.
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+
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+ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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+ IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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+ FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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+ AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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+ LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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+ OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
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+ SOFTWARE.
package/README.md ADDED
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+ # @workbench/sdk
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+
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+ Official Node.js SDK for the [Workbench CRM](https://tryworkbench.app) API.
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+
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+ ## Installation
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+
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+ ```bash
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+ npm install @workbench/sdk
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+ # or
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+ yarn add @workbench/sdk
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+ # or
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+ pnpm add @workbench/sdk
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+ ```
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+
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+ ## Quick Start
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+
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+ ```typescript
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+ import { WorkbenchClient } from '@workbench/sdk';
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+
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+ // Initialize with your API key
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+ const workbench = new WorkbenchClient({
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+ apiKey: 'wbk_live_xxxxxxxxxxxxxxxxxxxxx'
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+ });
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+
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+ // List clients
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+ const { data: clients, pagination } = await workbench.clients.list({
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+ status: 'active',
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+ per_page: 10
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+ });
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+
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+ // Create an invoice
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+ const { data: invoice } = await workbench.invoices.create({
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+ client_id: clients[0].id,
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+ items: [
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+ { description: 'Consulting Services', quantity: 2, unit_price: 150 }
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+ ],
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+ tax_rate: 8.5
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+ });
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+
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+ // Send the invoice
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+ await workbench.invoices.send(invoice.id);
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+ ```
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+
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+ ## Authentication
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+
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+ ### API Key Authentication
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+
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+ Get your API key from [Workbench Settings > API Keys](https://app.tryworkbench.app/settings/api-keys).
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+
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+ ```typescript
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+ const workbench = new WorkbenchClient({
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+ apiKey: 'wbk_live_xxxxxxxxxxxxxxxxxxxxx'
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+ });
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+ ```
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+
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+ ### OAuth Authentication
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+
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+ For third-party applications using OAuth 2.0:
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+
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+ ```typescript
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+ const workbench = new WorkbenchClient({
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+ accessToken: 'wbk_at_xxxxxxxxxxxxxxxxxxxxx'
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+ });
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+ ```
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+
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+ ## Configuration
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+
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+ ```typescript
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+ const workbench = new WorkbenchClient({
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+ apiKey: 'wbk_live_xxx',
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+
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+ // Optional: Custom base URL (default: https://api.tryworkbench.app)
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+ baseUrl: 'https://api.tryworkbench.app',
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+
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+ // Optional: Request timeout in milliseconds (default: 30000)
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+ timeout: 30000,
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+
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+ // Optional: Maximum retries for failed requests (default: 3)
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+ maxRetries: 3
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+ });
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+ ```
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+
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+ ## Resources
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+
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+ ### Clients
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+
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+ ```typescript
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+ // List clients
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+ const { data, pagination } = await workbench.clients.list({
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+ status: 'active',
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+ search: 'john',
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+ page: 1,
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+ per_page: 20
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+ });
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+
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+ // Get a client
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+ const { data: client } = await workbench.clients.get('client-uuid');
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+
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+ // Create a client
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+ const { data: newClient } = await workbench.clients.create({
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+ first_name: 'John',
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+ last_name: 'Doe',
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+ email: 'john@example.com',
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+ phone: '+1-555-123-4567',
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+ company: 'Acme Corp',
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+ status: 'active',
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+ tags: ['vip', 'commercial']
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+ });
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+
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+ // Update a client
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+ const { data: updated } = await workbench.clients.update('client-uuid', {
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+ status: 'inactive'
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+ });
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+
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+ // Delete a client
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+ await workbench.clients.delete('client-uuid');
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+ ```
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+
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+ ### Invoices
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+
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+ ```typescript
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+ // List invoices
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+ const { data, pagination } = await workbench.invoices.list({
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+ status: 'sent',
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+ client_id: 'client-uuid'
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+ });
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+
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+ // Get an invoice
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+ const { data: invoice } = await workbench.invoices.get('invoice-uuid');
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+
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+ // Create an invoice
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+ const { data: newInvoice } = await workbench.invoices.create({
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+ client_id: 'client-uuid',
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+ due_date: '2024-02-15',
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+ items: [
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+ { description: 'Web Development', quantity: 10, unit_price: 100 },
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+ { description: 'Hosting Setup', quantity: 1, unit_price: 50 }
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+ ],
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+ tax_rate: 8.5,
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+ notes: 'Payment due within 30 days'
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+ });
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+
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+ // Update an invoice
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+ await workbench.invoices.update('invoice-uuid', {
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+ status: 'paid'
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+ });
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+
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+ // Send an invoice
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+ await workbench.invoices.send('invoice-uuid');
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+
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+ // Delete an invoice
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+ await workbench.invoices.delete('invoice-uuid');
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+ ```
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+
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+ ### Quotes
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+
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+ ```typescript
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+ // List quotes
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+ const { data } = await workbench.quotes.list({ status: 'sent' });
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+
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+ // Create a quote
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+ const { data: quote } = await workbench.quotes.create({
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+ client_id: 'client-uuid',
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+ valid_until: '2024-03-01',
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+ items: [
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+ { description: 'Kitchen Renovation', quantity: 1, unit_price: 5000 }
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+ ]
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+ });
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+
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+ // Send a quote
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+ await workbench.quotes.send(quote.id);
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+ ```
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+
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+ ### Jobs
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+
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+ ```typescript
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+ // List jobs
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+ const { data } = await workbench.jobs.list({
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+ status: 'scheduled',
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+ priority: 'high'
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+ });
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+
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+ // Create a job
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+ const { data: job } = await workbench.jobs.create({
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+ client_id: 'client-uuid',
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+ title: 'Kitchen Faucet Installation',
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+ priority: 'high',
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+ scheduled_start: '2024-01-20T09:00:00Z',
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+ scheduled_end: '2024-01-20T12:00:00Z'
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+ });
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+
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+ // Update job status
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+ await workbench.jobs.update(job.id, {
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+ status: 'completed',
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+ actual_end: new Date().toISOString()
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+ });
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+ ```
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+
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+ ### Service Requests
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+
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+ ```typescript
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+ // List service requests
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+ const { data } = await workbench.serviceRequests.list({ status: 'new' });
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+
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+ // Create a service request
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+ const { data: request } = await workbench.serviceRequests.create({
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+ title: 'AC Repair',
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+ contact_name: 'Jane Smith',
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+ contact_email: 'jane@example.com',
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+ contact_phone: '+1-555-987-6543',
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+ address: '123 Main St',
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+ priority: 'urgent'
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+ });
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+ ```
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+
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+ ### Webhooks
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+
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+ ```typescript
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+ // List webhooks
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+ const { data: webhooks } = await workbench.webhooks.list();
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+
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+ // Create a webhook
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+ const { data: webhook } = await workbench.webhooks.create({
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+ name: 'Invoice Notifications',
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+ url: 'https://example.com/webhooks/workbench',
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+ events: ['invoice.created', 'invoice.paid']
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+ });
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+
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+ // IMPORTANT: Store the webhook secret securely!
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+ console.log('Webhook secret:', webhook.secret);
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+
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+ // Update a webhook
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+ await workbench.webhooks.update(webhook.id, {
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+ events: ['invoice.created', 'invoice.paid', 'invoice.overdue']
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+ });
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+
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+ // Delete a webhook
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+ await workbench.webhooks.delete(webhook.id);
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+ ```
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+
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+ ## Webhook Signature Verification
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+
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+ Verify that webhooks are actually from Workbench:
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+
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+ ```typescript
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+ import { verifyWebhookSignature, constructWebhookEvent } from '@workbench/sdk';
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+ import express from 'express';
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+
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+ const app = express();
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+
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+ // Use raw body for signature verification
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+ app.post('/webhooks', express.raw({ type: 'application/json' }), (req, res) => {
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+ const signature = req.headers['x-workbench-signature'] as string;
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+ const secret = process.env.WEBHOOK_SECRET!;
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+
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+ try {
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+ // Option 1: Just verify
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+ verifyWebhookSignature(req.body, signature, secret);
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+ const event = JSON.parse(req.body.toString());
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+
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+ // Option 2: Verify and parse in one step
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+ const event = constructWebhookEvent(req.body, signature, secret);
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+
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+ // Handle the event
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+ switch (event.event) {
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+ case 'invoice.paid':
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+ console.log('Invoice paid:', event.data.id);
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+ break;
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+ case 'client.created':
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+ console.log('New client:', event.data.first_name);
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+ break;
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+ }
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+
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+ res.sendStatus(200);
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+ } catch (error) {
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+ console.error('Webhook verification failed:', error);
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+ res.sendStatus(400);
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+ }
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+ });
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+ ```
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+
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+ ## Error Handling
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+
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+ ```typescript
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+ import { WorkbenchClient, WorkbenchError } from '@workbench/sdk';
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+
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+ try {
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+ const { data } = await workbench.clients.get('invalid-uuid');
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+ } catch (error) {
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+ if (error instanceof WorkbenchError) {
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+ console.error('API Error:', error.message);
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+ console.error('Status:', error.status);
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+ console.error('Code:', error.code);
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+ console.error('Request ID:', error.requestId);
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+
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+ if (error.details) {
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+ error.details.forEach(d => {
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+ console.error(` ${d.field}: ${d.message}`);
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+ });
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+ }
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+ }
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+ }
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+ ```
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+
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+ ## TypeScript Support
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+ This SDK is written in TypeScript and includes full type definitions:
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+
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+ ```typescript
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+ import type {
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+ Client,
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+ Invoice,
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+ Quote,
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+ Job,
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+ ServiceRequest,
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+ Webhook,
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+ CreateClientOptions,
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+ InvoiceStatus
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+ } from '@workbench/sdk';
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+
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+ // Types are inferred from methods
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+ const { data: clients } = await workbench.clients.list();
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+ // clients is Client[]
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+
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+ const { data: invoice } = await workbench.invoices.get('uuid');
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+ // invoice is Invoice
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+ ```
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+
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+ ## API Documentation
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+ For complete API documentation, visit [docs.tryworkbench.app](https://docs.tryworkbench.app).
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+
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+ ## Support
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+ - **Documentation**: [docs.tryworkbench.app](https://docs.tryworkbench.app)
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+ - **Issues**: [GitHub Issues](https://github.com/KoalityCRM/workbench-sdk-node/issues)
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+ - **Email**: support@tryworkbench.app
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+
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+ ## License
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+
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+ MIT License - see [LICENSE](LICENSE) for details.