n8n-nodes-capitalflow 0.1.0
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- package/README.md +103 -0
- package/dist/CapitalFlow/capitalflow.png +0 -0
- package/dist/credentials/CapitalFlowApi.credentials.d.ts +8 -0
- package/dist/credentials/CapitalFlowApi.credentials.d.ts.map +1 -0
- package/dist/credentials/CapitalFlowApi.credentials.js +23 -0
- package/dist/credentials/CapitalFlowApi.credentials.js.map +1 -0
- package/dist/nodes/CapitalFlow/CapitalFlow.node.d.ts +6 -0
- package/dist/nodes/CapitalFlow/CapitalFlow.node.d.ts.map +1 -0
- package/dist/nodes/CapitalFlow/CapitalFlow.node.js +226 -0
- package/dist/nodes/CapitalFlow/CapitalFlow.node.js.map +1 -0
- package/dist/nodes/CapitalFlow/CustomerDescription.d.ts +6 -0
- package/dist/nodes/CapitalFlow/CustomerDescription.d.ts.map +1 -0
- package/dist/nodes/CapitalFlow/CustomerDescription.js +350 -0
- package/dist/nodes/CapitalFlow/CustomerDescription.js.map +1 -0
- package/dist/nodes/CapitalFlow/capitalflow.png +0 -0
- package/package.json +57 -0
package/README.md
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# n8n-nodes-capitalflow
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[n8n](https://n8n.io/) community node for the **[CapitalFlow](https://app.capital-flow.de)** API.
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CapitalFlow is a German fintech/insurance platform for financial advisors. This node lets you automate customer management and share data-collection forms directly from your n8n workflows.
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---
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## Features
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| Resource | Operations |
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|---|---|
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| **Customer** | Get, Create, Update |
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| **Shared Form** | Share Customer Form, Share Cashflow Form |
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---
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## Installation
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### In n8n (recommended)
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1. Go to **Settings → Community Nodes**
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2. Click **Install**
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3. Enter `n8n-nodes-capitalflow` and confirm
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### Manual / self-hosted
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```bash
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npm install n8n-nodes-capitalflow
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```
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Then restart n8n.
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---
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## Authentication
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1. In your CapitalFlow dashboard go to **Settings → API Keys** and generate a key.
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2. In n8n, create a new **CapitalFlow API** credential and paste the key.
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---
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## Operations
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### Customer
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#### Get
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Returns a single customer with all related information (contact, address, occupation, education, tax, health, vehicle, pet, property).
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| Field | Required | Description |
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|---|---|---|
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| Customer ID | ✅ | UUID of the customer |
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#### Create
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Creates a new customer. Only `firstname` and `lastname` are required; all other fields are optional.
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| Field | Required |
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|---|---|
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| First Name | ✅ |
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| Last Name | ✅ |
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| Date of Birth | ➖ |
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| Place of Birth | ➖ |
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| Nationality | ➖ |
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| Marital Status | ➖ |
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| Family Living Situation | ➖ |
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| Contact Info (email, phone) | ➖ |
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| Address Info (street, zip, city, state) | ➖ |
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#### Update
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Updates an existing customer. Requires the customer UUID alongside the fields to update.
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---
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### Shared Form
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Both form operations return a `form_id`, `url`, and `password`. **No email is sent automatically** — use the URL and password in your own notification logic (e.g. send via Gmail or Outlook node).
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#### Share Customer Form
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Generates a shareable link for the customer data-collection form.
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#### Share Cashflow Form
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Generates a shareable link for the cashflow analysis form.
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---
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## Example workflow
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```
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Webhook → CapitalFlow (Create Customer) → CapitalFlow (Share Customer Form) → Send Email (Gmail)
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```
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---
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## Support
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- CapitalFlow API docs: [app.capital-flow.de](https://app.capital-flow.de)
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- Node issues: open a GitHub issue on this repository
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---
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## License
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MIT
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Binary file
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import type { ICredentialType, INodeProperties } from 'n8n-workflow';
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export declare class CapitalFlowApi implements ICredentialType {
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name: string;
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displayName: string;
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documentationUrl: string;
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properties: INodeProperties[];
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}
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//# sourceMappingURL=CapitalFlowApi.credentials.d.ts.map
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{"version":3,"file":"CapitalFlowApi.credentials.d.ts","sourceRoot":"","sources":["../../credentials/CapitalFlowApi.credentials.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,eAAe,EAAE,eAAe,EAAE,MAAM,cAAc,CAAC;AAErE,qBAAa,cAAe,YAAW,eAAe;IACrD,IAAI,SAAoB;IACxB,WAAW,SAAqB;IAChC,gBAAgB,SAAiC;IACjD,UAAU,EAAE,eAAe,EAAE,CAW3B;CACF"}
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"use strict";
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.CapitalFlowApi = void 0;
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class CapitalFlowApi {
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constructor() {
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this.name = 'capitalFlowApi';
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this.displayName = 'CapitalFlow API';
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this.documentationUrl = 'https://app.capital-flow.de';
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this.properties = [
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{
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displayName: 'API Key',
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name: 'apiKey',
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type: 'string',
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typeOptions: { password: true },
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default: '',
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required: true,
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description: 'Your CapitalFlow API key. Generate one in the dashboard under Settings → API Keys.',
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},
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];
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}
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}
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exports.CapitalFlowApi = CapitalFlowApi;
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//# sourceMappingURL=CapitalFlowApi.credentials.js.map
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{"version":3,"file":"CapitalFlowApi.credentials.js","sourceRoot":"","sources":["../../credentials/CapitalFlowApi.credentials.ts"],"names":[],"mappings":";;;AAEA,MAAa,cAAc;IAA3B;QACC,SAAI,GAAG,gBAAgB,CAAC;QACxB,gBAAW,GAAG,iBAAiB,CAAC;QAChC,qBAAgB,GAAG,6BAA6B,CAAC;QACjD,eAAU,GAAsB;YAC/B;gBACC,WAAW,EAAE,SAAS;gBACtB,IAAI,EAAE,QAAQ;gBACd,IAAI,EAAE,QAAQ;gBACd,WAAW,EAAE,EAAE,QAAQ,EAAE,IAAI,EAAE;gBAC/B,OAAO,EAAE,EAAE;gBACX,QAAQ,EAAE,IAAI;gBACd,WAAW,EACV,oFAAoF;aACrF;SACD,CAAC;IACH,CAAC;CAAA;AAhBD,wCAgBC"}
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import type { IExecuteFunctions, INodeExecutionData, INodeType, INodeTypeDescription } from 'n8n-workflow';
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export declare class CapitalFlow implements INodeType {
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description: INodeTypeDescription;
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execute(this: IExecuteFunctions): Promise<INodeExecutionData[][]>;
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}
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//# sourceMappingURL=CapitalFlow.node.d.ts.map
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{"version":3,"file":"CapitalFlow.node.d.ts","sourceRoot":"","sources":["../../../nodes/CapitalFlow/CapitalFlow.node.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EACX,iBAAiB,EACjB,kBAAkB,EAClB,SAAS,EACT,oBAAoB,EAEpB,MAAM,cAAc,CAAC;AAWtB,qBAAa,WAAY,YAAW,SAAS;IAC5C,WAAW,EAAE,oBAAoB,CA4G/B;IAEI,OAAO,CAAC,IAAI,EAAE,iBAAiB,GAAG,OAAO,CAAC,kBAAkB,EAAE,EAAE,CAAC;CA0IvE"}
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"use strict";
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.CapitalFlow = void 0;
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const n8n_workflow_1 = require("n8n-workflow");
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const CustomerDescription_1 = require("./CustomerDescription");
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const BASE_URL = 'https://api.capital-flow.de';
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class CapitalFlow {
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constructor() {
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this.description = {
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displayName: 'CapitalFlow',
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name: 'capitalFlow',
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icon: 'file:capitalflow.png',
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group: ['transform'],
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version: 1,
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subtitle: '={{$parameter["operation"] + ": " + $parameter["resource"]}}',
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description: 'Interact with the CapitalFlow API – manage customers and share data forms.',
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defaults: { name: 'CapitalFlow' },
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inputs: ['main'],
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outputs: ['main'],
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credentials: [
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{
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name: 'capitalFlowApi',
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required: true,
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},
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],
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properties: [
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// ── Resource ──────────────────────────────────────────────────────────
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{
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displayName: 'Resource',
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name: 'resource',
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type: 'options',
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noDataExpression: true,
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options: [
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{ name: 'Customer', value: 'customer' },
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{ name: 'Shared Form', value: 'sharedForm' },
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],
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default: 'customer',
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},
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// ── Operations: Customer ──────────────────────────────────────────────
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{
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displayName: 'Operation',
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name: 'operation',
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type: 'options',
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noDataExpression: true,
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displayOptions: { show: { resource: ['customer'] } },
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options: [
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{
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name: 'Create',
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value: 'create',
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description: 'Create a new customer',
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action: 'Create a customer',
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},
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{
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name: 'Get',
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value: 'get',
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description: 'Retrieve a customer by ID',
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action: 'Get a customer',
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},
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{
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name: 'Update',
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value: 'update',
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description: 'Update an existing customer',
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action: 'Update a customer',
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},
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],
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default: 'get',
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},
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// ── Operations: Shared Form ───────────────────────────────────────────
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{
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displayName: 'Operation',
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name: 'operation',
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type: 'options',
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noDataExpression: true,
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displayOptions: { show: { resource: ['sharedForm'] } },
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options: [
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{
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name: 'Share Cashflow Form',
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value: 'shareCashflowForm',
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description: 'Generate a shareable link for the cashflow analysis form',
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action: 'Share cashflow form',
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},
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{
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name: 'Share Customer Form',
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value: 'shareCustomerForm',
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description: 'Generate a shareable link for the customer data collection form',
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action: 'Share customer form',
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},
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],
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default: 'shareCustomerForm',
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},
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// ── Shared: customerId (get, update, share forms) ─────────────────────
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CustomerDescription_1.customerIdField,
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{
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displayName: 'Customer ID',
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name: 'customerId',
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type: 'string',
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required: true,
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default: '',
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description: 'UUID of the customer',
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displayOptions: {
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show: {
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resource: ['sharedForm'],
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operation: ['shareCustomerForm', 'shareCashflowForm'],
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},
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},
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},
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// ── Customer: Create fields ───────────────────────────────────────────
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...CustomerDescription_1.customerCreateDescription,
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// ── Customer: Update fields ───────────────────────────────────────────
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...CustomerDescription_1.customerUpdateDescription,
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],
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};
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}
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async execute() {
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const items = this.getInputData();
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const returnData = [];
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const credentials = await this.getCredentials('capitalFlowApi');
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const apiKey = credentials.apiKey;
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const headers = {
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'cf-api-key': apiKey,
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'Content-Type': 'application/json',
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};
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for (let i = 0; i < items.length; i++) {
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const resource = this.getNodeParameter('resource', i);
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const operation = this.getNodeParameter('operation', i);
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let responseData;
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try {
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// ── Customer: Get ────────────────────────────────────────────────────
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if (resource === 'customer' && operation === 'get') {
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const customerId = this.getNodeParameter('customerId', i);
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const response = await this.helpers.httpRequest({
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method: 'GET',
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url: `${BASE_URL}/integrations/v1/customers/${customerId}`,
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headers,
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});
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responseData = response;
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}
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// ── Customer: Create ─────────────────────────────────────────────────
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else if (resource === 'customer' && operation === 'create') {
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const firstname = this.getNodeParameter('firstname', i);
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const lastname = this.getNodeParameter('lastname', i);
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const additionalFields = this.getNodeParameter('additionalFields', i);
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const contactRaw = this.getNodeParameter('contact_info', i);
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const addressRaw = this.getNodeParameter('address_info', i);
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const body = { firstname, lastname, ...additionalFields };
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if ((contactRaw === null || contactRaw === void 0 ? void 0 : contactRaw.contact) && Object.keys(contactRaw.contact).length > 0) {
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body.contact_info = contactRaw.contact;
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|
148
|
+
}
|
|
149
|
+
if ((addressRaw === null || addressRaw === void 0 ? void 0 : addressRaw.address) && Object.keys(addressRaw.address).length > 0) {
|
|
150
|
+
body.address_info = addressRaw.address;
|
|
151
|
+
}
|
|
152
|
+
const response = await this.helpers.httpRequest({
|
|
153
|
+
method: 'POST',
|
|
154
|
+
url: `${BASE_URL}/integrations/v1/customers`,
|
|
155
|
+
headers,
|
|
156
|
+
body,
|
|
157
|
+
});
|
|
158
|
+
responseData = response;
|
|
159
|
+
}
|
|
160
|
+
// ── Customer: Update ─────────────────────────────────────────────────
|
|
161
|
+
else if (resource === 'customer' && operation === 'update') {
|
|
162
|
+
const customerId = this.getNodeParameter('customerId', i);
|
|
163
|
+
const firstname = this.getNodeParameter('firstname', i);
|
|
164
|
+
const lastname = this.getNodeParameter('lastname', i);
|
|
165
|
+
const additionalFields = this.getNodeParameter('additionalFields', i);
|
|
166
|
+
const contactRaw = this.getNodeParameter('contact_info', i);
|
|
167
|
+
const addressRaw = this.getNodeParameter('address_info', i);
|
|
168
|
+
const body = { id: customerId, firstname, lastname, ...additionalFields };
|
|
169
|
+
if ((contactRaw === null || contactRaw === void 0 ? void 0 : contactRaw.contact) && Object.keys(contactRaw.contact).length > 0) {
|
|
170
|
+
body.contact_info = contactRaw.contact;
|
|
171
|
+
}
|
|
172
|
+
if ((addressRaw === null || addressRaw === void 0 ? void 0 : addressRaw.address) && Object.keys(addressRaw.address).length > 0) {
|
|
173
|
+
body.address_info = addressRaw.address;
|
|
174
|
+
}
|
|
175
|
+
const response = await this.helpers.httpRequest({
|
|
176
|
+
method: 'PUT',
|
|
177
|
+
url: `${BASE_URL}/integrations/v1/customers`,
|
|
178
|
+
headers,
|
|
179
|
+
body,
|
|
180
|
+
});
|
|
181
|
+
responseData = response;
|
|
182
|
+
}
|
|
183
|
+
// ── Shared Form: Share Customer Form ─────────────────────────────────
|
|
184
|
+
else if (resource === 'sharedForm' && operation === 'shareCustomerForm') {
|
|
185
|
+
const customerId = this.getNodeParameter('customerId', i);
|
|
186
|
+
const response = await this.helpers.httpRequest({
|
|
187
|
+
method: 'PUT',
|
|
188
|
+
url: `${BASE_URL}/integrations/v1/forms/customer/${customerId}/share-form`,
|
|
189
|
+
headers,
|
|
190
|
+
});
|
|
191
|
+
responseData = response;
|
|
192
|
+
}
|
|
193
|
+
// ── Shared Form: Share Cashflow Form ─────────────────────────────────
|
|
194
|
+
else if (resource === 'sharedForm' && operation === 'shareCashflowForm') {
|
|
195
|
+
const customerId = this.getNodeParameter('customerId', i);
|
|
196
|
+
const response = await this.helpers.httpRequest({
|
|
197
|
+
method: 'PUT',
|
|
198
|
+
url: `${BASE_URL}/integrations/v1/forms/cashflow/customer/${customerId}/share-form`,
|
|
199
|
+
headers,
|
|
200
|
+
});
|
|
201
|
+
responseData = response;
|
|
202
|
+
}
|
|
203
|
+
else {
|
|
204
|
+
throw new n8n_workflow_1.NodeOperationError(this.getNode(), `Unknown resource/operation: ${resource}/${operation}`, { itemIndex: i });
|
|
205
|
+
}
|
|
206
|
+
returnData.push({ json: responseData, pairedItem: i });
|
|
207
|
+
}
|
|
208
|
+
catch (error) {
|
|
209
|
+
if (this.continueOnFail()) {
|
|
210
|
+
returnData.push({
|
|
211
|
+
json: { error: error.message },
|
|
212
|
+
pairedItem: i,
|
|
213
|
+
});
|
|
214
|
+
continue;
|
|
215
|
+
}
|
|
216
|
+
if (error instanceof n8n_workflow_1.NodeApiError || error instanceof n8n_workflow_1.NodeOperationError) {
|
|
217
|
+
throw error;
|
|
218
|
+
}
|
|
219
|
+
throw new n8n_workflow_1.NodeApiError(this.getNode(), error, { itemIndex: i });
|
|
220
|
+
}
|
|
221
|
+
}
|
|
222
|
+
return [returnData];
|
|
223
|
+
}
|
|
224
|
+
}
|
|
225
|
+
exports.CapitalFlow = CapitalFlow;
|
|
226
|
+
//# sourceMappingURL=CapitalFlow.node.js.map
|
|
@@ -0,0 +1 @@
|
|
|
1
|
+
{"version":3,"file":"CapitalFlow.node.js","sourceRoot":"","sources":["../../../nodes/CapitalFlow/CapitalFlow.node.ts"],"names":[],"mappings":";;;AAOA,+CAAgE;AAEhE,+DAI+B;AAE/B,MAAM,QAAQ,GAAG,6BAA6B,CAAC;AAE/C,MAAa,WAAW;IAAxB;QACC,gBAAW,GAAyB;YACnC,WAAW,EAAE,aAAa;YAC1B,IAAI,EAAE,aAAa;YACnB,IAAI,EAAE,sBAAsB;YAC5B,KAAK,EAAE,CAAC,WAAW,CAAC;YACpB,OAAO,EAAE,CAAC;YACV,QAAQ,EAAE,8DAA8D;YACxE,WAAW,EAAE,4EAA4E;YACzF,QAAQ,EAAE,EAAE,IAAI,EAAE,aAAa,EAAE;YACjC,MAAM,EAAE,CAAC,MAAM,CAAC;YAChB,OAAO,EAAE,CAAC,MAAM,CAAC;YACjB,WAAW,EAAE;gBACZ;oBACC,IAAI,EAAE,gBAAgB;oBACtB,QAAQ,EAAE,IAAI;iBACd;aACD;YACD,UAAU,EAAE;gBACX,yEAAyE;gBACzE;oBACC,WAAW,EAAE,UAAU;oBACvB,IAAI,EAAE,UAAU;oBAChB,IAAI,EAAE,SAAS;oBACf,gBAAgB,EAAE,IAAI;oBACtB,OAAO,EAAE;wBACR,EAAE,IAAI,EAAE,UAAU,EAAE,KAAK,EAAE,UAAU,EAAE;wBACvC,EAAE,IAAI,EAAE,aAAa,EAAE,KAAK,EAAE,YAAY,EAAE;qBAC5C;oBACD,OAAO,EAAE,UAAU;iBACnB;gBAED,yEAAyE;gBACzE;oBACC,WAAW,EAAE,WAAW;oBACxB,IAAI,EAAE,WAAW;oBACjB,IAAI,EAAE,SAAS;oBACf,gBAAgB,EAAE,IAAI;oBACtB,cAAc,EAAE,EAAE,IAAI,EAAE,EAAE,QAAQ,EAAE,CAAC,UAAU,CAAC,EAAE,EAAE;oBACpD,OAAO,EAAE;wBACR;4BACC,IAAI,EAAE,QAAQ;4BACd,KAAK,EAAE,QAAQ;4BACf,WAAW,EAAE,uBAAuB;4BACpC,MAAM,EAAE,mBAAmB;yBAC3B;wBACD;4BACC,IAAI,EAAE,KAAK;4BACX,KAAK,EAAE,KAAK;4BACZ,WAAW,EAAE,2BAA2B;4BACxC,MAAM,EAAE,gBAAgB;yBACxB;wBACD;4BACC,IAAI,EAAE,QAAQ;4BACd,KAAK,EAAE,QAAQ;4BACf,WAAW,EAAE,6BAA6B;4BAC1C,MAAM,EAAE,mBAAmB;yBAC3B;qBACD;oBACD,OAAO,EAAE,KAAK;iBACd;gBAED,yEAAyE;gBACzE;oBACC,WAAW,EAAE,WAAW;oBACxB,IAAI,EAAE,WAAW;oBACjB,IAAI,EAAE,SAAS;oBACf,gBAAgB,EAAE,IAAI;oBACtB,cAAc,EAAE,EAAE,IAAI,EAAE,EAAE,QAAQ,EAAE,CAAC,YAAY,CAAC,EAAE,EAAE;oBACtD,OAAO,EAAE;wBACR;4BACC,IAAI,EAAE,qBAAqB;4BAC3B,KAAK,EAAE,mBAAmB;4BAC1B,WAAW,EAAE,0DAA0D;4BACvE,MAAM,EAAE,qBAAqB;yBAC7B;wBACD;4BACC,IAAI,EAAE,qBAAqB;4BAC3B,KAAK,EAAE,mBAAmB;4BAC1B,WAAW,EAAE,iEAAiE;4BAC9E,MAAM,EAAE,qBAAqB;yBAC7B;qBACD;oBACD,OAAO,EAAE,mBAAmB;iBAC5B;gBAED,yEAAyE;gBACzE,qCAAe;gBACf;oBACC,WAAW,EAAE,aAAa;oBAC1B,IAAI,EAAE,YAAY;oBAClB,IAAI,EAAE,QAAQ;oBACd,QAAQ,EAAE,IAAI;oBACd,OAAO,EAAE,EAAE;oBACX,WAAW,EAAE,sBAAsB;oBACnC,cAAc,EAAE;wBACf,IAAI,EAAE;4BACL,QAAQ,EAAE,CAAC,YAAY,CAAC;4BACxB,SAAS,EAAE,CAAC,mBAAmB,EAAE,mBAAmB,CAAC;yBACrD;qBACD;iBACD;gBAED,yEAAyE;gBACzE,GAAG,+CAAyB;gBAE5B,yEAAyE;gBACzE,GAAG,+CAAyB;aAC5B;SACD,CAAC;IA4IH,CAAC;IA1IA,KAAK,CAAC,OAAO;QACZ,MAAM,KAAK,GAAG,IAAI,CAAC,YAAY,EAAE,CAAC;QAClC,MAAM,UAAU,GAAyB,EAAE,CAAC;QAC5C,MAAM,WAAW,GAAG,MAAM,IAAI,CAAC,cAAc,CAAC,gBAAgB,CAAC,CAAC;QAChE,MAAM,MAAM,GAAG,WAAW,CAAC,MAAgB,CAAC;QAE5C,MAAM,OAAO,GAAG;YACf,YAAY,EAAE,MAAM;YACpB,cAAc,EAAE,kBAAkB;SAClC,CAAC;QAEF,KAAK,IAAI,CAAC,GAAG,CAAC,EAAE,CAAC,GAAG,KAAK,CAAC,MAAM,EAAE,CAAC,EAAE,EAAE,CAAC;YACvC,MAAM,QAAQ,GAAG,IAAI,CAAC,gBAAgB,CAAC,UAAU,EAAE,CAAC,CAAW,CAAC;YAChE,MAAM,SAAS,GAAG,IAAI,CAAC,gBAAgB,CAAC,WAAW,EAAE,CAAC,CAAW,CAAC;YAElE,IAAI,YAAwB,CAAC;YAE7B,IAAI,CAAC;gBACJ,wEAAwE;gBACxE,IAAI,QAAQ,KAAK,UAAU,IAAI,SAAS,KAAK,KAAK,EAAE,CAAC;oBACpD,MAAM,UAAU,GAAG,IAAI,CAAC,gBAAgB,CAAC,YAAY,EAAE,CAAC,CAAW,CAAC;oBACpE,MAAM,QAAQ,GAAG,MAAM,IAAI,CAAC,OAAO,CAAC,WAAW,CAAC;wBAC/C,MAAM,EAAE,KAAK;wBACb,GAAG,EAAE,GAAG,QAAQ,8BAA8B,UAAU,EAAE;wBAC1D,OAAO;qBACP,CAAC,CAAC;oBACH,YAAY,GAAG,QAAsB,CAAC;gBACvC,CAAC;gBAED,wEAAwE;qBACnE,IAAI,QAAQ,KAAK,UAAU,IAAI,SAAS,KAAK,QAAQ,EAAE,CAAC;oBAC5D,MAAM,SAAS,GAAG,IAAI,CAAC,gBAAgB,CAAC,WAAW,EAAE,CAAC,CAAW,CAAC;oBAClE,MAAM,QAAQ,GAAG,IAAI,CAAC,gBAAgB,CAAC,UAAU,EAAE,CAAC,CAAW,CAAC;oBAChE,MAAM,gBAAgB,GAAG,IAAI,CAAC,gBAAgB,CAAC,kBAAkB,EAAE,CAAC,CAAe,CAAC;oBACpF,MAAM,UAAU,GAAG,IAAI,CAAC,gBAAgB,CAAC,cAAc,EAAE,CAAC,CAEzD,CAAC;oBACF,MAAM,UAAU,GAAG,IAAI,CAAC,gBAAgB,CAAC,cAAc,EAAE,CAAC,CAEzD,CAAC;oBAEF,MAAM,IAAI,GAAe,EAAE,SAAS,EAAE,QAAQ,EAAE,GAAG,gBAAgB,EAAE,CAAC;oBAEtE,IAAI,CAAA,UAAU,aAAV,UAAU,uBAAV,UAAU,CAAE,OAAO,KAAI,MAAM,CAAC,IAAI,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;wBACvE,IAAI,CAAC,YAAY,GAAG,UAAU,CAAC,OAAqB,CAAC;oBACtD,CAAC;oBACD,IAAI,CAAA,UAAU,aAAV,UAAU,uBAAV,UAAU,CAAE,OAAO,KAAI,MAAM,CAAC,IAAI,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;wBACvE,IAAI,CAAC,YAAY,GAAG,UAAU,CAAC,OAAqB,CAAC;oBACtD,CAAC;oBAED,MAAM,QAAQ,GAAG,MAAM,IAAI,CAAC,OAAO,CAAC,WAAW,CAAC;wBAC/C,MAAM,EAAE,MAAM;wBACd,GAAG,EAAE,GAAG,QAAQ,4BAA4B;wBAC5C,OAAO;wBACP,IAAI;qBACJ,CAAC,CAAC;oBACH,YAAY,GAAG,QAAsB,CAAC;gBACvC,CAAC;gBAED,wEAAwE;qBACnE,IAAI,QAAQ,KAAK,UAAU,IAAI,SAAS,KAAK,QAAQ,EAAE,CAAC;oBAC5D,MAAM,UAAU,GAAG,IAAI,CAAC,gBAAgB,CAAC,YAAY,EAAE,CAAC,CAAW,CAAC;oBACpE,MAAM,SAAS,GAAG,IAAI,CAAC,gBAAgB,CAAC,WAAW,EAAE,CAAC,CAAW,CAAC;oBAClE,MAAM,QAAQ,GAAG,IAAI,CAAC,gBAAgB,CAAC,UAAU,EAAE,CAAC,CAAW,CAAC;oBAChE,MAAM,gBAAgB,GAAG,IAAI,CAAC,gBAAgB,CAAC,kBAAkB,EAAE,CAAC,CAAe,CAAC;oBACpF,MAAM,UAAU,GAAG,IAAI,CAAC,gBAAgB,CAAC,cAAc,EAAE,CAAC,CAEzD,CAAC;oBACF,MAAM,UAAU,GAAG,IAAI,CAAC,gBAAgB,CAAC,cAAc,EAAE,CAAC,CAEzD,CAAC;oBAEF,MAAM,IAAI,GAAe,EAAE,EAAE,EAAE,UAAU,EAAE,SAAS,EAAE,QAAQ,EAAE,GAAG,gBAAgB,EAAE,CAAC;oBAEtF,IAAI,CAAA,UAAU,aAAV,UAAU,uBAAV,UAAU,CAAE,OAAO,KAAI,MAAM,CAAC,IAAI,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;wBACvE,IAAI,CAAC,YAAY,GAAG,UAAU,CAAC,OAAqB,CAAC;oBACtD,CAAC;oBACD,IAAI,CAAA,UAAU,aAAV,UAAU,uBAAV,UAAU,CAAE,OAAO,KAAI,MAAM,CAAC,IAAI,CAAC,UAAU,CAAC,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|
|
@@ -0,0 +1,6 @@
|
|
|
1
|
+
import type { INodeProperties } from 'n8n-workflow';
|
|
2
|
+
export declare const customerIdField: INodeProperties;
|
|
3
|
+
export declare const customerGetDescription: INodeProperties[];
|
|
4
|
+
export declare const customerCreateDescription: INodeProperties[];
|
|
5
|
+
export declare const customerUpdateDescription: INodeProperties[];
|
|
6
|
+
//# sourceMappingURL=CustomerDescription.d.ts.map
|
|
@@ -0,0 +1 @@
|
|
|
1
|
+
{"version":3,"file":"CustomerDescription.d.ts","sourceRoot":"","sources":["../../../nodes/CapitalFlow/CustomerDescription.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,eAAe,EAAE,MAAM,cAAc,CAAC;AAIpD,eAAO,MAAM,eAAe,EAAE,eAa7B,CAAC;AAIF,eAAO,MAAM,sBAAsB,EAAE,eAAe,EAAO,CAAC;AAI5D,eAAO,MAAM,yBAAyB,EAAE,eAAe,EAoKtD,CAAC;AAIF,eAAO,MAAM,yBAAyB,EAAE,eAAe,EAiKtD,CAAC"}
|
|
@@ -0,0 +1,350 @@
|
|
|
1
|
+
"use strict";
|
|
2
|
+
Object.defineProperty(exports, "__esModule", { value: true });
|
|
3
|
+
exports.customerUpdateDescription = exports.customerCreateDescription = exports.customerGetDescription = exports.customerIdField = void 0;
|
|
4
|
+
// ─── Shared field: customerId ────────────────────────────────────────────────
|
|
5
|
+
exports.customerIdField = {
|
|
6
|
+
displayName: 'Customer ID',
|
|
7
|
+
name: 'customerId',
|
|
8
|
+
type: 'string',
|
|
9
|
+
required: true,
|
|
10
|
+
default: '',
|
|
11
|
+
description: 'UUID of the customer',
|
|
12
|
+
displayOptions: {
|
|
13
|
+
show: {
|
|
14
|
+
resource: ['customer'],
|
|
15
|
+
operation: ['get', 'update', 'shareCustomerForm', 'shareCashflowForm'],
|
|
16
|
+
},
|
|
17
|
+
},
|
|
18
|
+
};
|
|
19
|
+
// ─── GET customer ─────────────────────────────────────────────────────────────
|
|
20
|
+
exports.customerGetDescription = [];
|
|
21
|
+
// ─── CREATE customer ─────────────────────────────────────────────────────────
|
|
22
|
+
exports.customerCreateDescription = [
|
|
23
|
+
{
|
|
24
|
+
displayName: 'First Name',
|
|
25
|
+
name: 'firstname',
|
|
26
|
+
type: 'string',
|
|
27
|
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required: true,
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default: '',
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displayOptions: { show: { resource: ['customer'], operation: ['create'] } },
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},
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{
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displayName: 'Last Name',
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name: 'lastname',
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type: 'string',
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required: true,
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default: '',
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displayOptions: { show: { resource: ['customer'], operation: ['create'] } },
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},
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{
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displayName: 'Additional Fields',
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name: 'additionalFields',
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type: 'collection',
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placeholder: 'Add Field',
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default: {},
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displayOptions: { show: { resource: ['customer'], operation: ['create'] } },
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options: [
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{
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displayName: 'Date of Birth',
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name: 'date_of_birth',
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type: 'dateTime',
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default: '',
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description: 'Format: YYYY-MM-DD',
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},
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{
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displayName: 'Place of Birth',
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name: 'place_of_birth',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Nationality',
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name: 'nationality',
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type: 'string',
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default: 'DE',
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description: 'ISO 3166-1 alpha-2 country code, e.g. DE',
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},
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{
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displayName: 'Marital Status',
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name: 'marital_status',
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type: 'options',
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default: 'single',
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options: [
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{ name: 'Single', value: 'single' },
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{ name: 'Married', value: 'married' },
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{ name: 'Divorced', value: 'divorced' },
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{ name: 'Widowed', value: 'widowed' },
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{ name: 'Cohabitation', value: 'cohabitation' },
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{ name: 'Separated', value: 'seperated' },
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],
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},
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{
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displayName: 'Family Living Situation',
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name: 'family_living_situation',
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type: 'options',
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default: 'single',
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options: [
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{ name: 'Single', value: 'single' },
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{ name: 'Single Parent', value: 'single_parent' },
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{ name: 'Family With Children', value: 'family_with_children' },
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{ name: 'Family Without Children', value: 'family_without_children' },
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],
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},
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],
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},
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{
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displayName: 'Contact',
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name: 'contact_info',
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type: 'fixedCollection',
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default: {},
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placeholder: 'Add Contact Info',
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displayOptions: { show: { resource: ['customer'], operation: ['create'] } },
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options: [
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{
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displayName: 'Contact',
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name: 'contact',
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values: [
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{
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displayName: 'Email',
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name: 'email',
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type: 'string',
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placeholder: 'name@email.com',
|
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default: '',
|
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},
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{
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displayName: 'Phone',
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name: 'phone',
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type: 'string',
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default: '',
|
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placeholder: '+4917612345678',
|
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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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displayName: 'Address',
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name: 'address_info',
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type: 'fixedCollection',
|
|
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+
default: {},
|
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+
placeholder: 'Add Address Info',
|
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|
+
displayOptions: { show: { resource: ['customer'], operation: ['create'] } },
|
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+
options: [
|
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+
{
|
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displayName: 'Address',
|
|
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|
+
name: 'address',
|
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|
+
values: [
|
|
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|
+
{
|
|
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|
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displayName: 'Street Address',
|
|
139
|
+
name: 'address',
|
|
140
|
+
type: 'string',
|
|
141
|
+
default: '',
|
|
142
|
+
placeholder: 'Königstraße 1',
|
|
143
|
+
},
|
|
144
|
+
{
|
|
145
|
+
displayName: 'ZIP Code',
|
|
146
|
+
name: 'zipcode',
|
|
147
|
+
type: 'string',
|
|
148
|
+
default: '',
|
|
149
|
+
},
|
|
150
|
+
{
|
|
151
|
+
displayName: 'City',
|
|
152
|
+
name: 'city',
|
|
153
|
+
type: 'string',
|
|
154
|
+
default: '',
|
|
155
|
+
},
|
|
156
|
+
{
|
|
157
|
+
displayName: 'State',
|
|
158
|
+
name: 'state',
|
|
159
|
+
type: 'options',
|
|
160
|
+
required: true,
|
|
161
|
+
default: 'bund',
|
|
162
|
+
options: [
|
|
163
|
+
{ name: 'Bund (Federal)', value: 'bund' },
|
|
164
|
+
{ name: 'Baden-Württemberg', value: 'baden_wuerttemberg' },
|
|
165
|
+
{ name: 'Bayern', value: 'bayern' },
|
|
166
|
+
{ name: 'Berlin', value: 'berlin' },
|
|
167
|
+
{ name: 'Brandenburg', value: 'brandenburg' },
|
|
168
|
+
{ name: 'Bremen', value: 'bremen' },
|
|
169
|
+
{ name: 'Hamburg', value: 'hamburg' },
|
|
170
|
+
{ name: 'Hessen', value: 'hessen' },
|
|
171
|
+
{ name: 'Mecklenburg-Vorpommern', value: 'mecklenburg_vorpommern' },
|
|
172
|
+
{ name: 'Niedersachsen', value: 'niedersachsen' },
|
|
173
|
+
{ name: 'Nordrhein-Westfalen', value: 'nordrhein_westfalen' },
|
|
174
|
+
{ name: 'Rheinland-Pfalz', value: 'rheinland_pfalz' },
|
|
175
|
+
{ name: 'Saarland', value: 'saarland' },
|
|
176
|
+
{ name: 'Sachsen', value: 'sachsen' },
|
|
177
|
+
{ name: 'Sachsen-Anhalt', value: 'sachsen_anhalt' },
|
|
178
|
+
{ name: 'Schleswig-Holstein', value: 'schleswig_holstein' },
|
|
179
|
+
{ name: 'Thüringen', value: 'thueringen' },
|
|
180
|
+
],
|
|
181
|
+
},
|
|
182
|
+
],
|
|
183
|
+
},
|
|
184
|
+
],
|
|
185
|
+
},
|
|
186
|
+
];
|
|
187
|
+
// ─── UPDATE customer ─────────────────────────────────────────────────────────
|
|
188
|
+
exports.customerUpdateDescription = [
|
|
189
|
+
{
|
|
190
|
+
displayName: 'First Name',
|
|
191
|
+
name: 'firstname',
|
|
192
|
+
type: 'string',
|
|
193
|
+
required: true,
|
|
194
|
+
default: '',
|
|
195
|
+
displayOptions: { show: { resource: ['customer'], operation: ['update'] } },
|
|
196
|
+
},
|
|
197
|
+
{
|
|
198
|
+
displayName: 'Last Name',
|
|
199
|
+
name: 'lastname',
|
|
200
|
+
type: 'string',
|
|
201
|
+
required: true,
|
|
202
|
+
default: '',
|
|
203
|
+
displayOptions: { show: { resource: ['customer'], operation: ['update'] } },
|
|
204
|
+
},
|
|
205
|
+
{
|
|
206
|
+
displayName: 'Additional Fields',
|
|
207
|
+
name: 'additionalFields',
|
|
208
|
+
type: 'collection',
|
|
209
|
+
placeholder: 'Add Field',
|
|
210
|
+
default: {},
|
|
211
|
+
displayOptions: { show: { resource: ['customer'], operation: ['update'] } },
|
|
212
|
+
options: [
|
|
213
|
+
{
|
|
214
|
+
displayName: 'Date of Birth',
|
|
215
|
+
name: 'date_of_birth',
|
|
216
|
+
type: 'dateTime',
|
|
217
|
+
default: '',
|
|
218
|
+
},
|
|
219
|
+
{
|
|
220
|
+
displayName: 'Place of Birth',
|
|
221
|
+
name: 'place_of_birth',
|
|
222
|
+
type: 'string',
|
|
223
|
+
default: '',
|
|
224
|
+
},
|
|
225
|
+
{
|
|
226
|
+
displayName: 'Nationality',
|
|
227
|
+
name: 'nationality',
|
|
228
|
+
type: 'string',
|
|
229
|
+
default: 'DE',
|
|
230
|
+
},
|
|
231
|
+
{
|
|
232
|
+
displayName: 'Marital Status',
|
|
233
|
+
name: 'marital_status',
|
|
234
|
+
type: 'options',
|
|
235
|
+
default: 'single',
|
|
236
|
+
options: [
|
|
237
|
+
{ name: 'Single', value: 'single' },
|
|
238
|
+
{ name: 'Married', value: 'married' },
|
|
239
|
+
{ name: 'Divorced', value: 'divorced' },
|
|
240
|
+
{ name: 'Widowed', value: 'widowed' },
|
|
241
|
+
{ name: 'Cohabitation', value: 'cohabitation' },
|
|
242
|
+
{ name: 'Separated', value: 'seperated' },
|
|
243
|
+
],
|
|
244
|
+
},
|
|
245
|
+
{
|
|
246
|
+
displayName: 'Family Living Situation',
|
|
247
|
+
name: 'family_living_situation',
|
|
248
|
+
type: 'options',
|
|
249
|
+
default: 'single',
|
|
250
|
+
options: [
|
|
251
|
+
{ name: 'Single', value: 'single' },
|
|
252
|
+
{ name: 'Single Parent', value: 'single_parent' },
|
|
253
|
+
{ name: 'Family With Children', value: 'family_with_children' },
|
|
254
|
+
{ name: 'Family Without Children', value: 'family_without_children' },
|
|
255
|
+
],
|
|
256
|
+
},
|
|
257
|
+
],
|
|
258
|
+
},
|
|
259
|
+
{
|
|
260
|
+
displayName: 'Contact',
|
|
261
|
+
name: 'contact_info',
|
|
262
|
+
type: 'fixedCollection',
|
|
263
|
+
default: {},
|
|
264
|
+
placeholder: 'Add Contact Info',
|
|
265
|
+
displayOptions: { show: { resource: ['customer'], operation: ['update'] } },
|
|
266
|
+
options: [
|
|
267
|
+
{
|
|
268
|
+
displayName: 'Contact',
|
|
269
|
+
name: 'contact',
|
|
270
|
+
values: [
|
|
271
|
+
{
|
|
272
|
+
displayName: 'Email',
|
|
273
|
+
name: 'email',
|
|
274
|
+
type: 'string',
|
|
275
|
+
placeholder: 'name@email.com',
|
|
276
|
+
default: '',
|
|
277
|
+
},
|
|
278
|
+
{
|
|
279
|
+
displayName: 'Phone',
|
|
280
|
+
name: 'phone',
|
|
281
|
+
type: 'string',
|
|
282
|
+
default: '',
|
|
283
|
+
placeholder: '+4917612345678',
|
|
284
|
+
},
|
|
285
|
+
],
|
|
286
|
+
},
|
|
287
|
+
],
|
|
288
|
+
},
|
|
289
|
+
{
|
|
290
|
+
displayName: 'Address',
|
|
291
|
+
name: 'address_info',
|
|
292
|
+
type: 'fixedCollection',
|
|
293
|
+
default: {},
|
|
294
|
+
placeholder: 'Add Address Info',
|
|
295
|
+
displayOptions: { show: { resource: ['customer'], operation: ['update'] } },
|
|
296
|
+
options: [
|
|
297
|
+
{
|
|
298
|
+
displayName: 'Address',
|
|
299
|
+
name: 'address',
|
|
300
|
+
values: [
|
|
301
|
+
{
|
|
302
|
+
displayName: 'Street Address',
|
|
303
|
+
name: 'address',
|
|
304
|
+
type: 'string',
|
|
305
|
+
default: '',
|
|
306
|
+
},
|
|
307
|
+
{
|
|
308
|
+
displayName: 'ZIP Code',
|
|
309
|
+
name: 'zipcode',
|
|
310
|
+
type: 'string',
|
|
311
|
+
default: '',
|
|
312
|
+
},
|
|
313
|
+
{
|
|
314
|
+
displayName: 'City',
|
|
315
|
+
name: 'city',
|
|
316
|
+
type: 'string',
|
|
317
|
+
default: '',
|
|
318
|
+
},
|
|
319
|
+
{
|
|
320
|
+
displayName: 'State',
|
|
321
|
+
name: 'state',
|
|
322
|
+
type: 'options',
|
|
323
|
+
required: true,
|
|
324
|
+
default: 'bund',
|
|
325
|
+
options: [
|
|
326
|
+
{ name: 'Bund (Federal)', value: 'bund' },
|
|
327
|
+
{ name: 'Baden-Württemberg', value: 'baden_wuerttemberg' },
|
|
328
|
+
{ name: 'Bayern', value: 'bayern' },
|
|
329
|
+
{ name: 'Berlin', value: 'berlin' },
|
|
330
|
+
{ name: 'Brandenburg', value: 'brandenburg' },
|
|
331
|
+
{ name: 'Bremen', value: 'bremen' },
|
|
332
|
+
{ name: 'Hamburg', value: 'hamburg' },
|
|
333
|
+
{ name: 'Hessen', value: 'hessen' },
|
|
334
|
+
{ name: 'Mecklenburg-Vorpommern', value: 'mecklenburg_vorpommern' },
|
|
335
|
+
{ name: 'Niedersachsen', value: 'niedersachsen' },
|
|
336
|
+
{ name: 'Nordrhein-Westfalen', value: 'nordrhein_westfalen' },
|
|
337
|
+
{ name: 'Rheinland-Pfalz', value: 'rheinland_pfalz' },
|
|
338
|
+
{ name: 'Saarland', value: 'saarland' },
|
|
339
|
+
{ name: 'Sachsen', value: 'sachsen' },
|
|
340
|
+
{ name: 'Sachsen-Anhalt', value: 'sachsen_anhalt' },
|
|
341
|
+
{ name: 'Schleswig-Holstein', value: 'schleswig_holstein' },
|
|
342
|
+
{ name: 'Thüringen', value: 'thueringen' },
|
|
343
|
+
],
|
|
344
|
+
},
|
|
345
|
+
],
|
|
346
|
+
},
|
|
347
|
+
],
|
|
348
|
+
},
|
|
349
|
+
];
|
|
350
|
+
//# sourceMappingURL=CustomerDescription.js.map
|
|
@@ -0,0 +1 @@
|
|
|
1
|
+
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|
Binary file
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package/package.json
ADDED
|
@@ -0,0 +1,57 @@
|
|
|
1
|
+
{
|
|
2
|
+
"name": "n8n-nodes-capitalflow",
|
|
3
|
+
"version": "0.1.0",
|
|
4
|
+
"description": "n8n community node for the CapitalFlow API – manage customers and share data collection forms.",
|
|
5
|
+
"keywords": [
|
|
6
|
+
"n8n-community-node-package",
|
|
7
|
+
"capitalflow",
|
|
8
|
+
"insurance",
|
|
9
|
+
"fintech",
|
|
10
|
+
"crm"
|
|
11
|
+
],
|
|
12
|
+
"license": "MIT",
|
|
13
|
+
"homepage": "https://github.com/your-org/n8n-nodes-capitalflow",
|
|
14
|
+
"author": {
|
|
15
|
+
"name": "Your Name",
|
|
16
|
+
"email": "you@example.com"
|
|
17
|
+
},
|
|
18
|
+
"repository": {
|
|
19
|
+
"type": "git",
|
|
20
|
+
"url": "https://github.com/your-org/n8n-nodes-capitalflow.git"
|
|
21
|
+
},
|
|
22
|
+
"main": "index.js",
|
|
23
|
+
"scripts": {
|
|
24
|
+
"build": "tsc && npm run copy-icons",
|
|
25
|
+
"copy-icons": "copyfiles -u 1 \"nodes/**/*.png\" dist/",
|
|
26
|
+
"dev": "tsc --watch",
|
|
27
|
+
"format": "prettier nodes --write",
|
|
28
|
+
"lint": "eslint nodes --ext .ts",
|
|
29
|
+
"prepublishOnly": "npm run build"
|
|
30
|
+
},
|
|
31
|
+
"files": [
|
|
32
|
+
"dist"
|
|
33
|
+
],
|
|
34
|
+
"n8n": {
|
|
35
|
+
"n8nNodesApiVersion": 1,
|
|
36
|
+
"credentials": [
|
|
37
|
+
"dist/credentials/CapitalFlowApi.credentials.js"
|
|
38
|
+
],
|
|
39
|
+
"nodes": [
|
|
40
|
+
"dist/nodes/CapitalFlow/CapitalFlow.node.js"
|
|
41
|
+
]
|
|
42
|
+
},
|
|
43
|
+
"devDependencies": {
|
|
44
|
+
"@types/node": "^20.19.37",
|
|
45
|
+
"copyfiles": "^2.4.1",
|
|
46
|
+
"eslint": "^8.0.0",
|
|
47
|
+
"n8n-workflow": "^2.12.0",
|
|
48
|
+
"prettier": "^3.0.0",
|
|
49
|
+
"typescript": "^5.9.3"
|
|
50
|
+
},
|
|
51
|
+
"peerDependencies": {
|
|
52
|
+
"n8n-workflow": "*"
|
|
53
|
+
},
|
|
54
|
+
"engines": {
|
|
55
|
+
"node": ">=18.0.0"
|
|
56
|
+
}
|
|
57
|
+
}
|