feat(crm): add invoices CLI and opportunity update
Expose CRM invoice list/get/create/delete and catalog items via oo, plus contact address/about helpers and opportunity bid/stage update. Needed for Medex VM billing and other draft invoices.
This commit is contained in:
+2
-2
@@ -11,7 +11,7 @@ func TestRootRegistersSubjects(t *testing.T) {
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want := []string{
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"calendar", "projects", "tasks", "users", "whoami",
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"contacts", "persons", "companies",
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"opportunities", "cases", "crm-tasks", "applications", "crm", "mails", "catalog",
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"opportunities", "cases", "crm-tasks", "applications", "crm", "mails", "catalog", "invoices",
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}
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got := make(map[string]bool, len(rootCmd.Commands()))
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for _, c := range rootCmd.Commands() {
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@@ -38,7 +38,7 @@ func TestRootHelpListsSubjects(t *testing.T) {
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t.Fatal(err)
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}
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help := out.String()
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for _, snippet := range []string{"calendar", "projects", "tasks", "users", "opportunities"} {
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for _, snippet := range []string{"calendar", "projects", "tasks", "users", "opportunities", "invoices"} {
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if !strings.Contains(help, snippet) {
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t.Fatalf("help missing %q", snippet)
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}
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+1
-1
@@ -20,7 +20,7 @@ var outputFormat = "table"
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var rootCmd = &cobra.Command{
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Use: "oo",
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Short: "OnlyOffice Workspace CLI — subject-based command tree",
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Long: "oo is a thin CLI over github.com/eslider/go-onlyoffice.\nCommands are grouped by OnlyOffice subject (calendar, projects, tasks, users, persons, companies, opportunities, cases, crm-tasks, applications, catalog).",
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Long: "oo is a thin CLI over github.com/eslider/go-onlyoffice.\nCommands are grouped by OnlyOffice subject (calendar, projects, tasks, users, persons, companies, opportunities, cases, crm-tasks, applications, catalog, invoices).",
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Version: version,
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SilenceUsage: true,
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SilenceErrors: false,
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+35
-2
@@ -201,7 +201,7 @@ func contactsInfoAddCmd() *cobra.Command {
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}
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func personsCreateCmd() *cobra.Command {
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var first, last, email, linkedin string
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var first, last, email, linkedin, phone string
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var companyID int
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var jobTitle, about string
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cmd := &cobra.Command{
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@@ -224,6 +224,9 @@ func personsCreateCmd() *cobra.Command {
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if email != "" {
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_, _ = c.AddContactInfo(cmd.Context(), pid, "Email", email, "Work", true)
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}
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if phone != "" {
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_, _ = c.AddContactInfo(cmd.Context(), pid, "Phone", phone, "Work", true)
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}
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if linkedin != "" {
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_, _ = c.AddContactInfo(cmd.Context(), pid, "LinkedIn", linkedin, "Work", false)
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}
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@@ -237,6 +240,7 @@ func personsCreateCmd() *cobra.Command {
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cmd.Flags().StringVar(&jobTitle, "job-title", "", "")
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cmd.Flags().StringVar(&about, "about", "", "about / bio")
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cmd.Flags().StringVar(&email, "email", "", "primary email (adds ContactInfo)")
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cmd.Flags().StringVar(&phone, "phone", "", "primary phone (adds ContactInfo)")
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cmd.Flags().StringVar(&linkedin, "linkedin", "", "linkedin url (adds ContactInfo)")
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return cmd
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}
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@@ -347,7 +351,7 @@ func contactEmailsFromMap(p map[string]any) []string {
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}
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func companiesCreateCmd() *cobra.Command {
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var name, email, website string
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var name, email, website, phone, about, street, city, state, zip, country string
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cmd := &cobra.Command{
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Use: "create",
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Aliases: []string{"add"},
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@@ -365,12 +369,34 @@ func companiesCreateCmd() *cobra.Command {
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return err
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}
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cid := strconv.Itoa(int(flexIDFloat(out["id"])))
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if about != "" || street != "" {
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aboutText := about
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if street != "" {
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addr := strings.TrimSpace(strings.Join([]string{street, zip, city, state, country}, ", "))
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if aboutText != "" {
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aboutText = aboutText + "\n" + addr
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} else {
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aboutText = "Billing address: " + addr
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}
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}
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if updated, err := c.UpdateCompany(cmd.Context(), cid, name, aboutText); err == nil {
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out = updated
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}
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}
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if email != "" {
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_, _ = c.AddContactInfo(cmd.Context(), cid, "Email", email, "Work", true)
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}
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if website != "" {
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_, _ = c.AddContactInfo(cmd.Context(), cid, "Website", website, "Work", false)
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}
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if phone != "" {
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_, _ = c.AddContactInfo(cmd.Context(), cid, "Phone", phone, "Work", true)
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}
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if street != "" {
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if _, err := c.AddContactAddress(cmd.Context(), cid, street, city, state, zip, country, "Billing", true); err != nil {
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fmt.Fprintf(cmd.ErrOrStderr(), "warning: address API failed (stored in about): %v\n", err)
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}
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}
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printObject(out)
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return nil
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},
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@@ -378,6 +404,13 @@ func companiesCreateCmd() *cobra.Command {
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cmd.Flags().StringVar(&name, "name", "", "company name")
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cmd.Flags().StringVar(&email, "email", "", "primary email (adds ContactInfo)")
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cmd.Flags().StringVar(&website, "website", "", "website url (adds ContactInfo)")
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cmd.Flags().StringVar(&phone, "phone", "", "primary phone (adds ContactInfo)")
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cmd.Flags().StringVar(&about, "about", "", "about / notes")
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cmd.Flags().StringVar(&street, "street", "", "billing street")
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cmd.Flags().StringVar(&city, "city", "", "billing city")
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cmd.Flags().StringVar(&state, "state", "", "billing state")
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cmd.Flags().StringVar(&zip, "zip", "", "billing zip")
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cmd.Flags().StringVar(&country, "country", "", "billing country")
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return cmd
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}
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@@ -0,0 +1,269 @@
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package main
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import (
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"fmt"
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"strings"
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"time"
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onlyoffice "github.com/eslider/go-onlyoffice"
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"github.com/spf13/cobra"
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)
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var invoicesCmd = &cobra.Command{
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Use: "invoices",
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Aliases: []string{"invoice"},
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Short: "CRM invoices (billing)",
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}
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func init() {
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rootCmd.AddCommand(invoicesCmd)
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invoicesCmd.AddCommand(invoiceListCmd())
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invoicesCmd.AddCommand(invoiceGetCmd())
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invoicesCmd.AddCommand(invoiceCreateCmd())
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invoicesCmd.AddCommand(invoiceDeleteCmd())
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invoicesCmd.AddCommand(invoiceItemsCmd())
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}
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func invoiceListCmd() *cobra.Command {
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var count, offset int
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cmd := &cobra.Command{
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Use: "list",
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Short: "List CRM invoices",
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RunE: func(cmd *cobra.Command, args []string) error {
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c, err := newOO(cmd)
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if err != nil {
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return err
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}
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list, total, err := c.ListInvoices(cmd.Context(), count, offset)
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if err != nil {
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return err
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}
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rows := make([]map[string]any, 0, len(list))
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for _, inv := range list {
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rows = append(rows, onlyoffice.FlattenInvoiceRow(inv))
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}
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if outputFormat == "table" {
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fmt.Printf("total: %d (shown: %d)\n", total, len(rows))
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}
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printTable([]string{"id", "number", "cost", "statusTitle", "contactName", "issueDate", "dueDate"}, rows)
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return nil
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},
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}
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cmd.Flags().IntVar(&count, "count", 50, "")
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cmd.Flags().IntVar(&offset, "offset", 0, "")
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return cmd
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}
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func invoiceGetCmd() *cobra.Command {
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return &cobra.Command{
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Use: "get INVOICE_ID",
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Short: "Show an invoice by id (incl. lines)",
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Args: cobra.ExactArgs(1),
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RunE: func(cmd *cobra.Command, args []string) error {
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c, err := newOO(cmd)
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if err != nil {
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return err
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}
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out, err := c.GetInvoice(cmd.Context(), args[0])
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if err != nil {
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return err
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}
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printObject(out)
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return nil
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},
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}
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}
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func invoiceCreateCmd() *cobra.Command {
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var (
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number, issueDate, dueDate, language, currency, terms, description, po string
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contactID, itemID int64
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price, qty float64
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lineDesc string
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)
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cmd := &cobra.Command{
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Use: "create",
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Short: "Create a draft invoice with one line",
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Long: `Create a CRM invoice (Draft) with a single line.
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Example:
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oo invoices create --number INV-2026-01 --contact 123 --item 10 \
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--price 300 --description "Service package" \
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--terms "…payment terms…"
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`,
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RunE: func(cmd *cobra.Command, args []string) error {
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if number == "" || contactID == 0 || itemID == 0 {
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return fmt.Errorf("--number, --contact and --item are required")
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}
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if issueDate == "" {
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issueDate = time.Now().Format("2006-01-02") + "T00:00:00.0000000+01:00"
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} else if !strings.Contains(issueDate, "T") {
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issueDate = issueDate + "T00:00:00.0000000+01:00"
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}
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if dueDate == "" {
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dueDate = time.Now().Add(14 * 24 * time.Hour).Format("2006-01-02") + "T00:00:00.0000000+01:00"
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} else if !strings.Contains(dueDate, "T") {
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dueDate = dueDate + "T00:00:00.0000000+01:00"
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}
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if qty == 0 {
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qty = 1
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}
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c, err := newOO(cmd)
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if err != nil {
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return err
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}
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out, err := c.CreateInvoice(cmd.Context(), onlyoffice.CreateInvoiceParams{
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Number: number,
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IssueDate: issueDate,
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DueDate: dueDate,
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ContactID: contactID,
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Language: language,
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Currency: currency,
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ExchangeRate: 1,
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PurchaseOrderNumber: po,
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Terms: terms,
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Description: description,
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Lines: []onlyoffice.InvoiceLine{{
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InvoiceItemID: itemID,
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Description: lineDesc,
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Quantity: qty,
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Price: price,
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SortOrder: 0,
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}},
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})
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if err != nil {
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return err
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}
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printObject(out)
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return nil
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},
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}
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cmd.Flags().StringVar(&number, "number", "", "invoice number (e.g. INV-2026-01)")
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cmd.Flags().Int64Var(&contactID, "contact", 0, "bill-to contact id (company preferred)")
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cmd.Flags().Int64Var(&itemID, "item", 0, "catalog invoice item id")
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cmd.Flags().Float64Var(&price, "price", 0, "line price")
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cmd.Flags().Float64Var(&qty, "qty", 1, "line quantity")
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cmd.Flags().StringVar(&lineDesc, "line-description", "", "line description override")
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cmd.Flags().StringVar(&issueDate, "issue-date", "", "YYYY-MM-DD (default today)")
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cmd.Flags().StringVar(&dueDate, "due-date", "", "YYYY-MM-DD (default +14d)")
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cmd.Flags().StringVar(&language, "language", "de-DE", "invoice language")
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cmd.Flags().StringVar(¤cy, "currency", "EUR", "currency abbreviation")
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cmd.Flags().StringVar(&terms, "terms", "", "payment terms / footer")
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cmd.Flags().StringVar(&description, "description", "", "invoice description")
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cmd.Flags().StringVar(&po, "po", "", "purchase order number")
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return cmd
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}
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func invoiceDeleteCmd() *cobra.Command {
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return &cobra.Command{
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Use: "delete INVOICE_ID [INVOICE_ID...]",
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Short: "Delete one or more invoices",
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Args: cobra.MinimumNArgs(1),
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RunE: func(cmd *cobra.Command, args []string) error {
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c, err := newOO(cmd)
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if err != nil {
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return err
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}
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for _, id := range args {
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if _, err := c.DeleteInvoice(cmd.Context(), id); err != nil {
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return err
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}
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fmt.Println("deleted", id)
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}
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return nil
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},
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}
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}
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func invoiceItemsCmd() *cobra.Command {
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cmd := &cobra.Command{
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Use: "items",
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Aliases: []string{"item"},
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Short: "Invoice catalog items",
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}
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cmd.AddCommand(invoiceItemsListCmd())
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cmd.AddCommand(invoiceItemsCreateCmd())
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cmd.AddCommand(invoiceItemsDeleteCmd())
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return cmd
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}
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func invoiceItemsListCmd() *cobra.Command {
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var count, offset int
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cmd := &cobra.Command{
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Use: "list",
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Short: "List catalog invoice items",
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RunE: func(cmd *cobra.Command, args []string) error {
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c, err := newOO(cmd)
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if err != nil {
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return err
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}
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list, total, err := c.ListInvoiceItems(cmd.Context(), count, offset)
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if err != nil {
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return err
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}
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if outputFormat == "table" {
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fmt.Printf("total: %d (shown: %d)\n", total, len(list))
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for _, row := range list {
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if cur, ok := row["currency"].(map[string]any); ok {
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row["currency"] = cur["abbreviation"]
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}
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}
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}
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printTable([]string{"id", "title", "price", "currency", "description"}, list)
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return nil
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},
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}
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cmd.Flags().IntVar(&count, "count", 50, "")
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cmd.Flags().IntVar(&offset, "offset", 0, "")
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return cmd
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}
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func invoiceItemsCreateCmd() *cobra.Command {
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var title, description, currency string
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var price float64
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cmd := &cobra.Command{
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Use: "create",
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Short: "Create a catalog invoice item",
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RunE: func(cmd *cobra.Command, args []string) error {
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if title == "" {
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return fmt.Errorf("--title is required")
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}
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c, err := newOO(cmd)
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if err != nil {
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return err
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}
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out, err := c.CreateInvoiceItem(cmd.Context(), title, description, price, currency)
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if err != nil {
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return err
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}
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printObject(out)
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return nil
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},
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}
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cmd.Flags().StringVar(&title, "title", "", "item title")
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cmd.Flags().StringVar(&description, "description", "", "item description")
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cmd.Flags().Float64Var(&price, "price", 0, "unit price")
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cmd.Flags().StringVar(¤cy, "currency", "EUR", "currency")
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return cmd
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}
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func invoiceItemsDeleteCmd() *cobra.Command {
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return &cobra.Command{
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Use: "delete ITEM_ID [ITEM_ID...]",
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Short: "Delete catalog invoice items",
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Args: cobra.MinimumNArgs(1),
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RunE: func(cmd *cobra.Command, args []string) error {
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c, err := newOO(cmd)
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if err != nil {
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return err
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}
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for _, id := range args {
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if _, err := c.DeleteInvoiceItem(cmd.Context(), id); err != nil {
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return err
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}
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fmt.Println("deleted", id)
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}
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return nil
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},
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}
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}
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@@ -14,6 +14,7 @@
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// oo crm-tasks list | create | delete | categories
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// oo crm cleanup
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// oo mails accounts | folders | list | get | delete
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// oo invoices list | get | create | delete | items (list|create|delete)
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// oo applications sync
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// oo catalog scan-contacts | scan-projects | scan-thunderbird | merge | match | apply
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//
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@@ -19,6 +19,7 @@ func init() {
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opportunitiesCmd.AddCommand(oppListCmd())
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opportunitiesCmd.AddCommand(oppGetCmd())
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opportunitiesCmd.AddCommand(oppCreateCmd())
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opportunitiesCmd.AddCommand(oppUpdateCmd())
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opportunitiesCmd.AddCommand(oppDeleteCmd())
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opportunitiesCmd.AddCommand(oppStagesCmd())
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opportunitiesCmd.AddCommand(oppMemberAddCmd())
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@@ -118,6 +119,40 @@ func oppCreateCmd() *cobra.Command {
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return cmd
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}
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func oppUpdateCmd() *cobra.Command {
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var title, desc string
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var stage int64
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var bid float64
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cmd := &cobra.Command{
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Use: "update OPPORTUNITY_ID",
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Short: "Update opportunity title, description, stage, or bid",
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Args: cobra.ExactArgs(1),
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RunE: func(cmd *cobra.Command, args []string) error {
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c, err := newOO(cmd)
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if err != nil {
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return err
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}
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out, err := c.UpdateOpportunity(cmd.Context(), args[0], onlyoffice.UpdateOpportunityParams{
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Title: title,
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Description: desc,
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StageID: stage,
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BidValue: bid,
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BidValueSet: cmd.Flags().Changed("bid"),
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})
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if err != nil {
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return err
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}
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printObject(out)
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return nil
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},
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}
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cmd.Flags().StringVar(&title, "title", "", "new title")
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cmd.Flags().StringVar(&desc, "description", "", "new description")
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cmd.Flags().Int64Var(&stage, "stage", 0, "pipeline stage id")
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cmd.Flags().Float64Var(&bid, "bid", 0, "bid value")
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return cmd
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}
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func oppDeleteCmd() *cobra.Command {
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return &cobra.Command{
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Use: "delete OPPORTUNITY_ID [OPPORTUNITY_ID...]",
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@@ -244,6 +244,58 @@ func (c *Client) putJSONObject(ctx context.Context, path string, body any) (map[
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return unmarshalResponseObject(raw)
|
||||
}
|
||||
|
||||
// postJSONObject issues an authenticated POST with JSON body and decodes response.
|
||||
func (c *Client) postJSONObject(ctx context.Context, path string, body any) (map[string]any, error) {
|
||||
raw, err := c.postJSON(ctx, path, body)
|
||||
if err != nil {
|
||||
return nil, err
|
||||
}
|
||||
return unmarshalResponseObject(raw)
|
||||
}
|
||||
|
||||
// postJSON issues an authenticated POST with application/json body.
|
||||
func (c *Client) postJSON(ctx context.Context, path string, body any) (json.RawMessage, error) {
|
||||
auth, err := c.authHeader()
|
||||
if err != nil {
|
||||
return nil, err
|
||||
}
|
||||
var rdr io.Reader
|
||||
switch b := body.(type) {
|
||||
case nil:
|
||||
rdr = strings.NewReader("{}")
|
||||
case []byte:
|
||||
rdr = bytes.NewReader(b)
|
||||
case string:
|
||||
rdr = strings.NewReader(b)
|
||||
default:
|
||||
buf, err := json.Marshal(b)
|
||||
if err != nil {
|
||||
return nil, err
|
||||
}
|
||||
rdr = bytes.NewReader(buf)
|
||||
}
|
||||
req, err := http.NewRequestWithContext(ctx, http.MethodPost, c.baseURL()+path, rdr)
|
||||
if err != nil {
|
||||
return nil, err
|
||||
}
|
||||
req.Header.Set("Authorization", auth)
|
||||
req.Header.Set("Content-Type", "application/json")
|
||||
req.Header.Set("Accept", "application/json")
|
||||
resp, err := c.client.Do(req)
|
||||
if err != nil {
|
||||
return nil, err
|
||||
}
|
||||
defer resp.Body.Close()
|
||||
raw, err := io.ReadAll(resp.Body)
|
||||
if err != nil {
|
||||
return nil, err
|
||||
}
|
||||
if resp.StatusCode >= 400 {
|
||||
return nil, fmt.Errorf("POST JSON %s: %d %s", path, resp.StatusCode, truncate(string(raw), 400))
|
||||
}
|
||||
return raw, nil
|
||||
}
|
||||
|
||||
// putJSON issues an authenticated PUT with application/json body.
|
||||
func (c *Client) putJSON(ctx context.Context, path string, body any) (json.RawMessage, error) {
|
||||
auth, err := c.authHeader()
|
||||
|
||||
+264
@@ -0,0 +1,264 @@
|
||||
package onlyoffice
|
||||
|
||||
// CRM Invoices and invoice catalog items (billing).
|
||||
|
||||
import (
|
||||
"context"
|
||||
"encoding/json"
|
||||
"fmt"
|
||||
"net/url"
|
||||
"strconv"
|
||||
"strings"
|
||||
)
|
||||
|
||||
// InvoiceLine is one line on a create-invoice request.
|
||||
type InvoiceLine struct {
|
||||
InvoiceItemID int64 `json:"invoiceItemID"`
|
||||
InvoiceTax1ID int64 `json:"invoiceTax1ID"`
|
||||
InvoiceTax2ID int64 `json:"invoiceTax2ID"`
|
||||
Description string `json:"description"`
|
||||
Quantity float64 `json:"quantity"`
|
||||
Price float64 `json:"price"`
|
||||
Discount float64 `json:"discount"`
|
||||
SortOrder int `json:"sortOrder"`
|
||||
}
|
||||
|
||||
// CreateInvoiceParams holds fields for POST /api/2.0/crm/invoice.
|
||||
type CreateInvoiceParams struct {
|
||||
Number string
|
||||
IssueDate string // ISO-8601
|
||||
DueDate string // ISO-8601
|
||||
ContactID int64
|
||||
ConsigneeID int64 // 0 = omit
|
||||
Language string
|
||||
Currency string
|
||||
ExchangeRate float64
|
||||
PurchaseOrderNumber string
|
||||
Terms string
|
||||
Description string
|
||||
TemplateType int
|
||||
Lines []InvoiceLine
|
||||
}
|
||||
|
||||
// ListInvoices returns a page of CRM invoices and the total count.
|
||||
func (c *Client) ListInvoices(ctx context.Context, count, startIndex int) ([]map[string]any, int, error) {
|
||||
q := url.Values{}
|
||||
q.Set("count", strconv.Itoa(count))
|
||||
q.Set("startIndex", strconv.Itoa(startIndex))
|
||||
raw, err := c.getJSON(ctx, "/api/2.0/crm/invoice/filter.json?"+q.Encode())
|
||||
if err != nil {
|
||||
return nil, 0, err
|
||||
}
|
||||
var env struct {
|
||||
Response []map[string]any `json:"response"`
|
||||
Total int `json:"total"`
|
||||
}
|
||||
if err := json.Unmarshal(raw, &env); err != nil {
|
||||
return nil, 0, err
|
||||
}
|
||||
total := env.Total
|
||||
if total == 0 && len(env.Response) > 0 {
|
||||
total = len(env.Response)
|
||||
}
|
||||
return env.Response, total, nil
|
||||
}
|
||||
|
||||
// GetInvoice returns a single invoice by id (includes invoiceLines).
|
||||
func (c *Client) GetInvoice(ctx context.Context, id string) (map[string]any, error) {
|
||||
return c.ResponseObject(ctx, fmt.Sprintf("/api/2.0/crm/invoice/%s.json", url.PathEscape(id)))
|
||||
}
|
||||
|
||||
// CreateInvoice creates a draft invoice with the given lines.
|
||||
func (c *Client) CreateInvoice(ctx context.Context, p CreateInvoiceParams) (map[string]any, error) {
|
||||
if p.ContactID == 0 {
|
||||
return nil, fmt.Errorf("contactId is required")
|
||||
}
|
||||
if p.Number == "" {
|
||||
return nil, fmt.Errorf("number is required")
|
||||
}
|
||||
if len(p.Lines) == 0 {
|
||||
return nil, fmt.Errorf("at least one invoice line is required")
|
||||
}
|
||||
if p.Language == "" {
|
||||
p.Language = "de-DE"
|
||||
}
|
||||
if p.Currency == "" {
|
||||
p.Currency = "EUR"
|
||||
}
|
||||
if p.ExchangeRate == 0 {
|
||||
p.ExchangeRate = 1
|
||||
}
|
||||
body := map[string]any{
|
||||
"number": p.Number,
|
||||
"issueDate": p.IssueDate,
|
||||
"dueDate": p.DueDate,
|
||||
"contactId": p.ContactID,
|
||||
"language": p.Language,
|
||||
"currency": p.Currency,
|
||||
"exchangeRate": p.ExchangeRate,
|
||||
"purchaseOrderNumber": p.PurchaseOrderNumber,
|
||||
"terms": p.Terms,
|
||||
"description": p.Description,
|
||||
"templateType": p.TemplateType,
|
||||
"invoiceLines": p.Lines,
|
||||
}
|
||||
if p.ConsigneeID != 0 {
|
||||
body["consigneeId"] = p.ConsigneeID
|
||||
}
|
||||
return c.postJSONObject(ctx, "/api/2.0/crm/invoice", body)
|
||||
}
|
||||
|
||||
// DeleteInvoice removes an invoice by id.
|
||||
func (c *Client) DeleteInvoice(ctx context.Context, id string) (map[string]any, error) {
|
||||
return c.deleteObject(ctx, fmt.Sprintf("/api/2.0/crm/invoice/%s.json", url.PathEscape(id)))
|
||||
}
|
||||
|
||||
// ListInvoiceItems returns catalog invoice items.
|
||||
func (c *Client) ListInvoiceItems(ctx context.Context, count, startIndex int) ([]map[string]any, int, error) {
|
||||
q := url.Values{}
|
||||
q.Set("count", strconv.Itoa(count))
|
||||
q.Set("startIndex", strconv.Itoa(startIndex))
|
||||
raw, err := c.getJSON(ctx, "/api/2.0/crm/invoiceitem/filter.json?"+q.Encode())
|
||||
if err != nil {
|
||||
return nil, 0, err
|
||||
}
|
||||
var env struct {
|
||||
Response []map[string]any `json:"response"`
|
||||
Total int `json:"total"`
|
||||
}
|
||||
if err := json.Unmarshal(raw, &env); err != nil {
|
||||
return nil, 0, err
|
||||
}
|
||||
total := env.Total
|
||||
if total == 0 && len(env.Response) > 0 {
|
||||
total = len(env.Response)
|
||||
}
|
||||
return env.Response, total, nil
|
||||
}
|
||||
|
||||
// CreateInvoiceItem creates a reusable catalog line item.
|
||||
func (c *Client) CreateInvoiceItem(ctx context.Context, title, description string, price float64, currency string) (map[string]any, error) {
|
||||
if title == "" {
|
||||
return nil, fmt.Errorf("title is required")
|
||||
}
|
||||
if currency == "" {
|
||||
currency = "EUR"
|
||||
}
|
||||
fields := url.Values{}
|
||||
fields.Set("title", title)
|
||||
fields.Set("description", description)
|
||||
fields.Set("price", strconv.FormatFloat(price, 'f', 2, 64))
|
||||
fields.Set("currency", currency)
|
||||
fields.Set("stockKeepingUnit", "")
|
||||
fields.Set("trackInventory", "false")
|
||||
fields.Set("quantity", "0")
|
||||
fields.Set("invoiceTax1ID", "0")
|
||||
fields.Set("invoiceTax2ID", "0")
|
||||
return c.postFormObject(ctx, "/api/2.0/crm/invoiceitem", fields)
|
||||
}
|
||||
|
||||
// DeleteInvoiceItem removes a catalog invoice item.
|
||||
func (c *Client) DeleteInvoiceItem(ctx context.Context, id string) (map[string]any, error) {
|
||||
return c.deleteObject(ctx, fmt.Sprintf("/api/2.0/crm/invoiceitem/%s.json", url.PathEscape(id)))
|
||||
}
|
||||
|
||||
// AddContactAddress attaches a postal address to a contact.
|
||||
// category: Home|Postal|Office|Billing|Other|Work (or numeric string).
|
||||
func (c *Client) AddContactAddress(ctx context.Context, contactID, street, city, state, zip, country, category string, isPrimary bool) (map[string]any, error) {
|
||||
if category == "" {
|
||||
category = "Billing"
|
||||
}
|
||||
fields := url.Values{}
|
||||
fields.Set("street", street)
|
||||
fields.Set("city", city)
|
||||
fields.Set("state", state)
|
||||
fields.Set("zip", zip)
|
||||
fields.Set("country", country)
|
||||
fields.Set("category", category)
|
||||
fields.Set("isPrimary", strconv.FormatBool(isPrimary))
|
||||
return c.postFormObject(ctx, fmt.Sprintf("/api/2.0/crm/contact/%s/address", url.PathEscape(contactID)), fields)
|
||||
}
|
||||
|
||||
// UpdateCompany updates company name and optional about text.
|
||||
func (c *Client) UpdateCompany(ctx context.Context, companyID, name, about string) (map[string]any, error) {
|
||||
fields := url.Values{}
|
||||
fields.Set("companyName", name)
|
||||
if about != "" {
|
||||
fields.Set("about", about)
|
||||
}
|
||||
return c.putFormObject(ctx, fmt.Sprintf("/api/2.0/crm/contact/company/%s.json", url.PathEscape(companyID)), fields)
|
||||
}
|
||||
|
||||
// UpdateOpportunityParams are optional fields for UpdateOpportunity.
|
||||
// Zero/empty values mean "keep existing" except BidValueSet.
|
||||
type UpdateOpportunityParams struct {
|
||||
Title string
|
||||
Description string
|
||||
StageID int64
|
||||
BidValue float64
|
||||
BidValueSet bool
|
||||
}
|
||||
|
||||
// UpdateOpportunity loads a deal and PUTs updated fields.
|
||||
func (c *Client) UpdateOpportunity(ctx context.Context, id string, p UpdateOpportunityParams) (map[string]any, error) {
|
||||
opp, err := c.GetOpportunity(ctx, id)
|
||||
if err != nil {
|
||||
return nil, err
|
||||
}
|
||||
title := p.Title
|
||||
if title == "" {
|
||||
title = stringField(opp, "title")
|
||||
}
|
||||
body := opportunityUpdateBody(opp, title)
|
||||
if p.Description != "" {
|
||||
body["description"] = p.Description
|
||||
}
|
||||
if p.StageID != 0 {
|
||||
body["stageid"] = p.StageID
|
||||
}
|
||||
if p.BidValueSet {
|
||||
body["bidValue"] = p.BidValue
|
||||
}
|
||||
return c.putJSONObject(ctx, fmt.Sprintf("/api/2.0/crm/opportunity/%s.json", url.PathEscape(id)), body)
|
||||
}
|
||||
|
||||
// InvoiceContactName extracts displayName from nested contact on an invoice row.
|
||||
func InvoiceContactName(inv map[string]any) string {
|
||||
if m, ok := inv["contact"].(map[string]any); ok {
|
||||
return stringField(m, "displayName")
|
||||
}
|
||||
return ""
|
||||
}
|
||||
|
||||
// InvoiceStatusTitle extracts status.title from an invoice row.
|
||||
func InvoiceStatusTitle(inv map[string]any) string {
|
||||
if m, ok := inv["status"].(map[string]any); ok {
|
||||
return stringField(m, "title")
|
||||
}
|
||||
return ""
|
||||
}
|
||||
|
||||
// FlattenInvoiceRow copies nested fields for table output.
|
||||
func FlattenInvoiceRow(inv map[string]any) map[string]any {
|
||||
out := map[string]any{}
|
||||
for k, v := range inv {
|
||||
out[k] = v
|
||||
}
|
||||
out["contactName"] = InvoiceContactName(inv)
|
||||
out["statusTitle"] = InvoiceStatusTitle(inv)
|
||||
if cur, ok := inv["currency"].(map[string]any); ok {
|
||||
out["currency"] = stringField(cur, "abbreviation")
|
||||
}
|
||||
return out
|
||||
}
|
||||
|
||||
// FindInvoiceItemByTitle returns the first catalog item with an exact title match.
|
||||
func FindInvoiceItemByTitle(items []map[string]any, title string) map[string]any {
|
||||
want := strings.TrimSpace(title)
|
||||
for _, it := range items {
|
||||
if strings.TrimSpace(stringField(it, "title")) == want {
|
||||
return it
|
||||
}
|
||||
}
|
||||
return nil
|
||||
}
|
||||
Reference in New Issue
Block a user