import { parseObject } from "../../common/utils.mjs";
import zohoBooks from "../../zoho_books.app.mjs";
export default {
key: "zoho_books-create-estimate",
name: "Create Estimate",
description: "Creates a new estimate. [See the documentation](https://www.zoho.com/books/api/v3/estimates/#create-an-estimate)",
version: "0.0.1",
type: "action",
props: {
zohoBooks,
customerId: {
propDefinition: [
zohoBooks,
"customerId",
],
},
currencyId: {
propDefinition: [
zohoBooks,
"currencyId",
],
optional: true,
},
contactPersons: {
propDefinition: [
zohoBooks,
"contactPersons",
({ customerId }) => ({
customerId,
}),
],
description: "Array if contact person(S) for whom estimate has to be sent.",
optional: true,
},
templateId: {
propDefinition: [
zohoBooks,
"pdfTemplateId",
],
optional: true,
},
placeOfSupply: {
propDefinition: [
zohoBooks,
"placeOfSupply",
],
optional: true,
},
gstTreatment: {
propDefinition: [
zohoBooks,
"gstTreatment",
],
optional: true,
},
gstNo: {
propDefinition: [
zohoBooks,
"gstNo",
],
optional: true,
},
estimateNumber: {
type: "string",
label: "Estimate Number",
description: "Search estimates by estimate number.",
optional: true,
},
referenceNumber: {
type: "string",
label: "Reference Number",
description: "Search estimates by reference number.",
optional: true,
},
date: {
type: "string",
label: "Date",
description: "Search estimates by estimate date.",
optional: true,
},
expiryDate: {
type: "string",
label: "Expiry Date",
description: "The date of expiration of the estimates.",
optional: true,
},
exchangeRate: {
propDefinition: [
zohoBooks,
"exchangeRate",
],
optional: true,
},
discount: {
propDefinition: [
zohoBooks,
"discount",
],
optional: true,
description: "Discount applied to the invoice. It can be either in % or in amount. e.g. 12.5% or 190. Max-length [100]",
},
isDiscountBeforeTax: {
propDefinition: [
zohoBooks,
"isDiscountBeforeTax",
],
optional: true,
},
discountType: {
propDefinition: [
zohoBooks,
"discountType",
],
optional: true,
},
isInclusiveTax: {
propDefinition: [
zohoBooks,
"isInclusiveTax",
],
optional: true,
},
customBody: {
propDefinition: [
zohoBooks,
"customBody",
],
optional: true,
},
customSubject: {
propDefinition: [
zohoBooks,
"customSubject",
],
optional: true,
},
salespersonName: {
propDefinition: [
zohoBooks,
"salespersonName",
],
optional: true,
},
customFields: {
propDefinition: [
zohoBooks,
"customFields",
],
description: "A list of Additional field objects for the payments. **Example: {\"index\": 1, \"value\": \"value\"}**",
optional: true,
},
lineItems: {
propDefinition: [
zohoBooks,
"lineItems",
],
description: "A list of line items objects of an estimate. **Example: {\"item_id\": \"1352827000000156060\", \"name\": \"name\", \"description\": \"description\", \"quantity\": \"1\" }** [See the documentation](https://www.zoho.com/books/api/v3/sales-order/#create-a-sales-order) for further details.",
},
notes: {
propDefinition: [
zohoBooks,
"notes",
],
description: "The notes added below expressing gratitude or for conveying some information.",
optional: true,
},
terms: {
propDefinition: [
zohoBooks,
"terms",
],
optional: true,
},
shippingCharge: {
propDefinition: [
zohoBooks,
"shippingCharge",
],
optional: true,
},
adjustment: {
propDefinition: [
zohoBooks,
"adjustment",
],
optional: true,
},
adjustmentDescription: {
propDefinition: [
zohoBooks,
"adjustmentDescription",
],
optional: true,
},
taxId: {
propDefinition: [
zohoBooks,
"taxId",
],
description: "ID of the tax to be associated to the estimate.",
optional: true,
},
taxExemptionId: {
propDefinition: [
zohoBooks,
"taxExemptionId",
],
optional: true,
},
taxAuthorityId: {
propDefinition: [
zohoBooks,
"taxAuthorityId",
],
optional: true,
},
avataxUseCode: {
propDefinition: [
zohoBooks,
"avataxUseCode",
],
optional: true,
},
avataxExemptNo: {
propDefinition: [
zohoBooks,
"taxExemptionId",
],
optional: true,
},
vatTreatment: {
propDefinition: [
zohoBooks,
"vatTreatment",
],
optional: true,
},
taxTreatment: {
propDefinition: [
zohoBooks,
"taxTreatment",
],
description: "VAT treatment for the estimate.",
optional: true,
},
isReverseChargeApplied: {
type: "boolean",
label: "Is Reverse Charge Applied.",
description: "Used to specify whether the transaction is applicable for Domestic Reverse Charge (DRC) or not.",
optional: true,
},
itemId: {
propDefinition: [
zohoBooks,
"itemId",
],
optional: true,
},
lineItemId: {
type: "string",
label: "Line Item Id",
description: "ID of the line item. Mandatory, if the existing line item has to be updated. If empty, a new line item will be created.",
optional: true,
},
name: {
type: "string",
label: "Name",
description: "Name of the line item.",
optional: true,
},
description: {
type: "string",
label: "Description",
description: "Description of the line item.",
optional: true,
},
rate: {
type: "string",
label: "Rate",
description: "Rate of the line item.",
optional: true,
},
unit: {
type: "string",
label: "Unit",
description: "Unit of the line item. E.g. kgs, Nos",
optional: true,
},
quantity: {
type: "integer",
label: "Quantity",
description: "The quantity of line item.",
optional: true,
},
projectId: {
type: "string",
label: "Project Id",
description: "Id of the project",
optional: true,
},
acceptRetainer: {
type: "boolean",
label: "Accept Retainer",
description: "The \"Accept Retainer\" node should be passed for the retainer invoice to be created automatically, provided that the customer has accepted the quote.",
optional: true,
},
retainerPercentage: {
type: "integer",
label: "Retainer Percentage",
description: "Pass the \"Retainer Percentage\" node to create the retainer invoice automatically.",
min: 1,
max: 100,
optional: true,
},
send: {
propDefinition: [
zohoBooks,
"send",
],
optional: true,
},
ignoreAutoNumberGeneration: {
propDefinition: [
zohoBooks,
"ignoreAutoNumberGeneration",
],
optional: true,
description: "Ignore auto estimate number generation for this estimate. This mandates the estimate number.",
},
},
async run({ $ }) {
const response = await this.zohoBooks.createEstimate({
$,
params: {
send: this.send,
ignore_auto_number_generation: this.ignoreAutoNumberGeneration,
},
data: {
customer_id: this.customerId,
currency_id: this.currencyId,
contact_persons: parseObject(this.contactPersons),
template_id: this.templateId,
place_of_supply: this.placeOfSupply,
gst_treatment: this.gstTreatment,
gst_no: this.gstNo,
estimate_number: this.estimateNumber,
reference_number: this.referenceNumber,
date: this.date,
expiry_date: this.expiryDate,
exchange_rate: this.exchangeRate && parseFloat(this.exchangeRate),
discount: this.discount && parseFloat(this.discount),
is_discount_before_tax: this.isDiscountBeforeTax,
discount_type: this.discountType,
is_inclusive_tax: this.isInclusiveTax,
custom_body: this.customBody,
custom_subject: this.customSubject,
salesperson_name: this.salespersonName,
custom_fields: parseObject(this.customFields),
line_items: parseObject(this.lineItems),
notes: this.notes,
terms: this.terms,
shipping_charge: this.shippingCharge,
adjustment: this.adjustment && parseFloat(this.adjustment),
adjustment_description: this.adjustmentDescription,
tax_id: this.taxId,
tax_exemption_id: this.taxExemptionId,
tax_authority_id: this.taxAuthorityId,
avatax_use_code: this.avataxUseCode,
avatax_exempt_no: this.avataxExemptNo,
vat_treatment: this.vatTreatment,
tax_treatment: this.taxTreatment,
is_reverse_charge_applied: this.isReverseChargeApplied,
item_id: this.itemId,
line_item_id: this.lineItemId,
name: this.name,
description: this.description,
rate: this.rate && parseFloat(this.rate),
unit: this.unit,
quantity: this.quantity,
project_id: this.projectId,
accept_retainer: this.acceptRetainer,
retainer_percentage: this.retainerPercentage,
},
});
$.export("$summary", `Item successfully created with Id: ${response.estimate.estimate_id}`);
return response;
},
};
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