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