Files
Automata/packages/nodes-base/nodes/Zoho/descriptions/DealDescription.ts
Iván Ovejero 5f76a5dc72 ⚡ Expand Zoho node (#1763)
* ⚡ Initial refactor of Zoho node

* ⚡ Refactor out extra credentials parameter

* 🔥 Remove unused filters

* ⚡ Fix date of birth fields

* ⚡ Fix param casing

* ⚡ Adjust param types

* ⚡ Adjust invoice operations

* ⚡ Refactor types in adjusters

* ⚡ Add product resource

* ⚡ Refactor product details field

* ⚡ Adjust purchase order params

* ⚡ Adjust quote params

* ⚡ Adjust sales orders params

* 🔥 Remove old unused files

* ⚡ Add vendor resource

* ⚡ Fix minor details

* ⚡ Implement continueOnFail

* 🐛 Fix empty response for getAll

* ⚡ Simplify response for single item

* 🔥 Remove unused import

* 🔨 Restore old node name

* ⚡ Prevent request on empty update

* ⚡ Apply Dali's suggestions

* ⚡ Improvements

* ⚡ Add filters for lead:getAll

* ⚡ Add upsert to all resources

* ⚡ Add filters to all getAll operations

* 🔨 Restore continue on fail

* 🔨 Refactor upsert addition

* 🔨 Refactor getFields for readability

* ⚡ Add custom fields to all create-update ops

* ⚡ Implement custom fields adjuster

* 🔥 Remove logging

* 👕 Appease linter

* 👕 Refactor type helper for linter

* ⚡ Fix refactored type

* 🔨 Refactor reduce for simplicity

* ⚡ Fix vendor:getAll filter options

* ⚡ Fix custom fields for product operations

* ⚡ Make sort_by into options param

* 🚚 Rename upsert operation

* ✏️ Add descriptions to upsert

* ⚡ Deduplicate system-defined check fields

* 🔨 Re-order address fields

* ✏️ Generalize references in getAll fields

* 🔥 Remove extra comma

* ⚡ Make getFields helper more readable

* ✏️ Touch up description for account ID

* 🔥 Remove currency from contacts

* 🔨 Resort emails and phones for contact

* 🐛 Fix sales cycle duration param type

* ✏️ Clarify descriptions with percentages

* 🔨 Reorder total fields

* ✏️ Clarify percentages for discounts

* ✏️ Clarify percentages for commissions

* 🔨 Convert currency to picklist

* ✏️ Add documentation links

* ⚡ Add resource loaders for picklists

* ⚡ Fix build

* 🔨 Refactor product details

* ⚡ Add resolve data to all resources

* ⚡ Change resolve data toggle default

* ⚡ Restore lead:getFields operation

* 🔥 Remove upsert descriptions

* 🔨 Change casing for upsert operations

* ⚡ Add operation descriptions

* 🔨 Restore makeResolve default value

* 🔨 Return nested details

* ⚡ Reposition Resolve Data toggles

* ✏️ Document breaking changes

* Revert "Reposition Resolve Data toggles"

This reverts commit 72ac41780b3ebec9cc6a5bf527e154ffe6ed884a.

* ⚡ Improvements

Co-authored-by: ricardo <ricardoespinoza105@gmail.com>
2021-07-02 23:34:12 +02:00

386 lines
7.5 KiB
TypeScript

import {
INodeProperties,
} from 'n8n-workflow';
import {
currencies,
makeCustomFieldsFixedCollection,
makeGetAllFields,
} from './SharedFields';
export const dealOperations = [
{
displayName: 'Operation',
name: 'operation',
type: 'options',
displayOptions: {
show: {
resource: [
'deal',
],
},
},
options: [
{
name: 'Create',
value: 'create',
description: 'Create a deal',
},
{
name: 'Create or Update',
value: 'upsert',
description: 'Create a new record, or update the current one if it already exists (upsert)',
},
{
name: 'Delete',
value: 'delete',
description: 'Delete a contact',
},
{
name: 'Get',
value: 'get',
description: 'Get a contact',
},
{
name: 'Get All',
value: 'getAll',
description: 'Get all contacts',
},
{
name: 'Update',
value: 'update',
description: 'Update a contact',
},
],
default: 'create',
description: 'Operation to perform',
},
] as INodeProperties[];
export const dealFields = [
// ----------------------------------------
// deal: create
// ----------------------------------------
{
displayName: 'Deal Name',
name: 'dealName',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: [
'deal',
],
operation: [
'create',
],
},
},
},
// ----------------------------------------
// deal: upsert
// ----------------------------------------
{
displayName: 'Deal Name',
name: 'dealName',
description: 'Name of the deal. If a record with this deal name exists it will be updated, otherwise a new one will be created.',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: [
'deal',
],
operation: [
'upsert',
],
},
},
},
// ----------------------------------------
// deal: create + upsert
// ----------------------------------------
{
displayName: 'Stage',
name: 'stage',
type: 'options',
required: true,
default: [],
typeOptions: {
loadOptionsMethod: 'getDealStage',
},
displayOptions: {
show: {
resource: [
'deal',
],
operation: [
'create',
'upsert',
],
},
},
},
{
displayName: 'Additional Fields',
name: 'additionalFields',
type: 'collection',
placeholder: 'Add Field',
default: {},
displayOptions: {
show: {
resource: [
'deal',
],
operation: [
'create',
'upsert',
],
},
},
options: [
{
displayName: 'Amount',
name: 'Amount',
type: 'number',
default: '',
description: 'Monetary amount of the deal.',
},
{
displayName: 'Closing Date',
name: 'Closing_Date',
type: 'dateTime',
default: '',
},
{
displayName: 'Currency',
name: 'Currency',
type: 'options',
default: 'USD',
description: 'Symbol of the currency in which revenue is generated.',
options: currencies,
},
makeCustomFieldsFixedCollection('deal'),
{
displayName: 'Description',
name: 'Description',
type: 'string',
default: '',
},
{
displayName: 'Lead Conversion Time',
name: 'Lead_Conversion_Time',
type: 'number',
default: '',
description: 'Averge number of days to convert the lead into a deal.',
},
{
displayName: 'Next Step',
name: 'Next_Step',
type: 'string',
default: '',
description: 'Description of the next step in the sales process.',
},
{
displayName: 'Overall Sales Duration',
name: 'Overall_Sales_Duration',
type: 'number',
default: '',
description: 'Averge number of days to convert the lead into a deal and to win the deal.',
},
{
displayName: 'Probability',
name: 'Probability',
type: 'number',
typeOptions: {
minValue: 0,
maxValue: 100,
},
default: '',
description: 'Probability of deal closure as a percentage. For example, enter 12 for 12%.',
},
{
displayName: 'Sales Cycle Duration',
name: 'Sales_Cycle_Duration',
type: 'number',
default: 0,
description: 'Averge number of days for the deal to be won.',
},
],
},
// ----------------------------------------
// deal: delete
// ----------------------------------------
{
displayName: 'Deal ID',
name: 'dealId',
description: 'ID of the deal to delete.',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: [
'deal',
],
operation: [
'delete',
],
},
},
},
// ----------------------------------------
// deal: get
// ----------------------------------------
{
displayName: 'Deal ID',
name: 'dealId',
description: 'ID of the deal to retrieve.',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: [
'deal',
],
operation: [
'get',
],
},
},
},
// ----------------------------------------
// deal: getAll
// ----------------------------------------
...makeGetAllFields('deal'),
// ----------------------------------------
// deal: update
// ----------------------------------------
{
displayName: 'Deal ID',
name: 'dealId',
description: 'ID of the deal to update.',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: [
'deal',
],
operation: [
'update',
],
},
},
},
{
displayName: 'Update Fields',
name: 'updateFields',
type: 'collection',
placeholder: 'Add Field',
default: {},
displayOptions: {
show: {
resource: [
'deal',
],
operation: [
'update',
],
},
},
options: [
{
displayName: 'Amount',
name: 'Amount',
type: 'number',
default: '',
description: 'Monetary amount of the deal.',
},
{
displayName: 'Closing Date',
name: 'Closing_Date',
type: 'dateTime',
default: '',
},
{
displayName: 'Currency',
name: 'Currency',
type: 'string',
default: '',
description: 'Symbol of the currency in which revenue is generated.',
},
makeCustomFieldsFixedCollection('deal'),
{
displayName: 'Deal Name',
name: 'Deal_Name',
type: 'string',
default: '',
},
{
displayName: 'Description',
name: 'Description',
type: 'string',
default: '',
},
{
displayName: 'Lead Conversion Time',
name: 'Lead_Conversion_Time',
type: 'number',
default: '',
description: 'Averge number of days to convert the lead into a deal.',
},
{
displayName: 'Next Step',
name: 'Next_Step',
type: 'string',
default: '',
description: 'Description of the next step in the sales process.',
},
{
displayName: 'Overall Sales Duration',
name: 'Overall_Sales_Duration',
type: 'number',
default: '',
description: 'Averge number of days to convert the lead into a deal and to win the deal.',
},
{
displayName: 'Probability',
name: 'Probability',
type: 'number',
typeOptions: {
minValue: 0,
maxValue: 100,
},
default: '',
description: 'Probability of deal closure as a percentage. For example, enter 12 for 12%.',
},
{
displayName: 'Sales Cycle Duration',
name: 'Sales_Cycle_Duration',
type: 'number',
default: 0,
description: 'Averge number of days to win the deal.',
},
{
displayName: 'Stage',
name: 'Stage',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getDealStage',
},
default: [],
},
],
},
] as INodeProperties[];