actions/create-estimate/create-estimate.mjs
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: "0.0.2", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, 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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