import { STAGE_OPTIONS } from "../../common/constants.mjs";
import onepagecrm from "../../onepagecrm.app.mjs";
export default {
key: "onepagecrm-update-deal",
name: "Update Deal",
description: "Updates an existing deal's details in OnePageCRM. [See the documentation](https://developer.onepagecrm.com/api/)",
version: "0.0.1",
type: "action",
props: {
onepagecrm,
dealId: {
propDefinition: [
onepagecrm,
"dealId",
],
},
contactId: {
propDefinition: [
onepagecrm,
"contactId",
],
optional: true,
},
ownerId: {
propDefinition: [
onepagecrm,
"userId",
],
optional: true,
},
pipelineId: {
propDefinition: [
onepagecrm,
"pipelineId",
],
optional: true,
},
name: {
type: "string",
label: "Name",
description: "Name of the deal.",
optional: true,
},
text: {
type: "string",
label: "Text",
description: "Extra notes related to the deal (supports [b]bold[/b] and [i]italic[/i] formatting).",
optional: true,
},
stage: {
type: "integer",
label: "Stage",
description: "A numerical representation of the progress of a pending deal.",
options: STAGE_OPTIONS,
optional: true,
},
status: {
type: "string",
label: "Status",
description: "Status of the deal.",
options: [
"pending",
"won",
"lost",
],
optional: true,
},
expectedCloseDate: {
type: "string",
label: "Expected Close Date",
description: "The date the deal is expected to close. **Format: YYYY-MM-DD**. **(status should be `pending`)**.",
optional: true,
},
closeDate: {
type: "string",
label: "Close Date",
description: "The date the deal actually closed. **(status should be `won` or `lost`)`**.",
optional: true,
},
date: {
type: "string",
label: "Date",
description: "Creation date of the deal.",
optional: true,
},
amount: {
type: "string",
label: "Amount",
description: "The monitary value of the deal (per month, if multi-month deal).",
optional: true,
},
months: {
type: "integer",
label: "Months",
description: "Number of months the deal is to be paid for. (1 for regular deals, 2+ for multi-month).",
default: 1,
optional: true,
},
cost: {
type: "string",
label: "Cost",
description: "The monitary cost of the deal",
optional: true,
},
commissionBase: {
type: "string",
label: "Commission Base",
description: "Base used to calculate the commission of the deal.",
options: [
"amount",
"margin",
],
optional: true,
},
commissionType: {
type: "string",
label: "Commission Type",
description: "Type of commission for the deal.",
options: [
"none",
"percentage",
"absolute",
],
optional: true,
},
commission: {
type: "string",
label: "Commission",
description: "Commission payable for the deal.",
optional: true,
},
commissionPercentage: {
type: "string",
label: "Commission Percentage",
description: "Commission percentage for the deal.",
optional: true,
},
},
async run({ $ }) {
const { data: { deal } } = await this.onepagecrm.getDeal({
$,
dealId: this.dealId,
});
if (this.contactId) deal.contact_id = this.contactId;
if (this.ownerId) deal.owner_id = this.ownerId;
if (this.pipelineId) deal.pipeline_id = this.pipelineId;
if (this.name) deal.name = this.name;
if (this.text) deal.text = this.text;
if (this.stage) deal.stage = this.stage;
if (this.status) deal.status = this.status;
if (this.expectedCloseDate) deal.expected_close_date = this.expectedCloseDate;
if (this.closeDate) deal.close_date = this.closeDate;
if (this.date) deal.date = this.date;
if (this.amount) deal.amount = this.amount;
if (this.months) deal.months = this.months;
if (this.cost) deal.cost = this.cost;
if (this.commissionBase) deal.commission_base = this.commissionBase;
if (this.commissionType) deal.commission_type = this.commissionType;
if (this.commission) deal.commission = this.commission;
if (this.commissionPercentage) deal.commission_percentage = this.commissionPercentage;
const response = await this.onepagecrm.updateDeal({
$,
dealId: this.dealId,
data: deal,
});
$.export("$summary", `Successfully updated deal with ID ${this.dealId}`);
return response;
},
};
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