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fix(crm): link invoices to opportunities

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Create/update accept entityId (opportunity); oo invoices create
--opportunity and invoices update --opportunity so deal #invoices
tabs show the draft.
This commit is contained in:
eSlider
2026-08-06 12:45:09 +01:00
parent 19a7e9cbf8
commit 3201a58df7
2 changed files with 143 additions and 2 deletions
Download Patch File Download Diff File Expand all files Collapse all files
cmd/oo/invoices.go
+35 -2
View File
@@ -20,6 +20,7 @@ func init() {
invoicesCmd.AddCommand(invoiceListCmd())
invoicesCmd.AddCommand(invoiceGetCmd())
invoicesCmd.AddCommand(invoiceCreateCmd())
invoicesCmd.AddCommand(invoiceUpdateCmd())
invoicesCmd.AddCommand(invoiceDeleteCmd())
invoicesCmd.AddCommand(invoiceItemsCmd())
}
@@ -77,7 +78,7 @@ func invoiceGetCmd() *cobra.Command {
func invoiceCreateCmd() *cobra.Command {
var (
number, issueDate, dueDate, language, currency, terms, description, po string
contactID, itemID int64
contactID, itemID, opportunityID int64
price, qty float64
lineDesc string
)
@@ -88,7 +89,7 @@ func invoiceCreateCmd() *cobra.Command {
Example:
oo invoices create --number INV-2026-01 --contact 123 --item 10 \
--price 300 --description "Service package" \
--price 300 --opportunity OPPORTUNITY_ID --line-description "Service package" \
--terms "…payment terms…"
`,
RunE: func(cmd *cobra.Command, args []string) error {
@@ -117,6 +118,8 @@ Example:
IssueDate: issueDate,
DueDate: dueDate,
ContactID: contactID,
EntityID: opportunityID,
EntityType: 0, // Opportunity
Language: language,
Currency: currency,
ExchangeRate: 1,
@@ -140,6 +143,7 @@ Example:
}
cmd.Flags().StringVar(&number, "number", "", "invoice number (e.g. INV-2026-01)")
cmd.Flags().Int64Var(&contactID, "contact", 0, "bill-to contact id (company preferred)")
cmd.Flags().Int64Var(&opportunityID, "opportunity", 0, "link to CRM opportunity/deal id")
cmd.Flags().Int64Var(&itemID, "item", 0, "catalog invoice item id")
cmd.Flags().Float64Var(&price, "price", 0, "line price")
cmd.Flags().Float64Var(&qty, "qty", 1, "line quantity")
@@ -154,6 +158,35 @@ Example:
return cmd
}
func invoiceUpdateCmd() *cobra.Command {
var opportunityID int64
cmd := &cobra.Command{
Use: "update INVOICE_ID",
Short: "Update invoice (link to opportunity)",
Args: cobra.ExactArgs(1),
RunE: func(cmd *cobra.Command, args []string) error {
if opportunityID == 0 {
return fmt.Errorf("--opportunity is required")
}
c, err := newOO(cmd)
if err != nil {
return err
}
out, err := c.UpdateInvoice(cmd.Context(), args[0], onlyoffice.UpdateInvoiceParams{
EntityID: opportunityID,
EntityType: 0,
})
if err != nil {
return err
}
printObject(out)
return nil
},
}
cmd.Flags().Int64Var(&opportunityID, "opportunity", 0, "CRM opportunity/deal id to link")
return cmd
}
func invoiceDeleteCmd() *cobra.Command {
return &cobra.Command{
Use: "delete INVOICE_ID [INVOICE_ID...]",
invoices.go
+108
View File
@@ -30,6 +30,8 @@ type CreateInvoiceParams struct {
DueDate string // ISO-8601
ContactID int64
ConsigneeID int64 // 0 = omit
EntityID int64 // 0 = omit; link to opportunity/case
EntityType int // OnlyOffice EntityType; 0 = Opportunity
Language string
Currency string
ExchangeRate float64
@@ -105,9 +107,115 @@ func (c *Client) CreateInvoice(ctx context.Context, p CreateInvoiceParams) (map[
if p.ConsigneeID != 0 {
body["consigneeId"] = p.ConsigneeID
}
if p.EntityID != 0 {
body["entityId"] = p.EntityID
body["entityType"] = p.EntityType // 0 = Opportunity on this portal
}
return c.postJSONObject(ctx, "/api/2.0/crm/invoice", body)
}
// UpdateInvoiceParams are fields for PUT /api/2.0/crm/invoice/{id}.
// Loads the current invoice and merges non-zero entity / contact updates.
type UpdateInvoiceParams struct {
EntityID int64 // link to opportunity; 0 = leave unchanged
EntityType int
ContactID int64 // 0 = leave unchanged
}
// UpdateInvoice PUTs a full invoice body (OnlyOffice requires complete payload).
func (c *Client) UpdateInvoice(ctx context.Context, id string, p UpdateInvoiceParams) (map[string]any, error) {
inv, err := c.GetInvoice(ctx, id)
if err != nil {
return nil, err
}
contactID := int64(0)
if m, ok := inv["contact"].(map[string]any); ok {
contactID = flexInt(m["id"])
}
if p.ContactID != 0 {
contactID = p.ContactID
}
cur := "EUR"
if m, ok := inv["currency"].(map[string]any); ok {
if a := stringField(m, "abbreviation"); a != "" {
cur = a
}
}
statusID := 1
if m, ok := inv["status"].(map[string]any); ok {
statusID = int(flexInt(m["id"]))
}
var lines []map[string]any
switch raw := inv["invoiceLines"].(type) {
case []any:
for _, row := range raw {
m, ok := row.(map[string]any)
if !ok {
continue
}
lines = append(lines, map[string]any{
"id": flexInt(m["id"]),
"invoiceItemID": flexInt(m["invoiceItemID"]),
"invoiceTax1ID": flexInt(m["invoiceTax1ID"]),
"invoiceTax2ID": flexInt(m["invoiceTax2ID"]),
"description": stringField(m, "description"),
"quantity": floatField(m, "quantity"),
"price": floatField(m, "price"),
"discount": floatField(m, "discount"),
"sortOrder": int(flexInt(m["sortOrder"])),
})
}
case []map[string]any:
for _, m := range raw {
lines = append(lines, map[string]any{
"id": flexInt(m["id"]),
"invoiceItemID": flexInt(m["invoiceItemID"]),
"invoiceTax1ID": flexInt(m["invoiceTax1ID"]),
"invoiceTax2ID": flexInt(m["invoiceTax2ID"]),
"description": stringField(m, "description"),
"quantity": floatField(m, "quantity"),
"price": floatField(m, "price"),
"discount": floatField(m, "discount"),
"sortOrder": int(flexInt(m["sortOrder"])),
})
}
}
body := map[string]any{
"id": flexInt(inv["id"]),
"number": stringField(inv, "number"),
"issueDate": stringField(inv, "issueDate"),
"dueDate": stringField(inv, "dueDate"),
"contactId": contactID,
"language": stringField(inv, "language"),
"currency": cur,
"exchangeRate": floatField(inv, "exchangeRate"),
"purchaseOrderNumber": stringField(inv, "purchaseOrderNumber"),
"terms": stringField(inv, "terms"),
"description": stringField(inv, "description"),
"templateType": int(flexInt(inv["templateType"])),
"status": statusID,
"invoiceLines": lines,
}
if p.EntityID != 0 {
body["entityId"] = p.EntityID
body["entityType"] = p.EntityType
} else if ent, ok := inv["entity"].(map[string]any); ok && ent != nil {
body["entityId"] = flexInt(ent["entityId"])
// API returns entityType as string ("opportunity"); create/update want int.
switch v := ent["entityType"].(type) {
case float64:
body["entityType"] = int(v)
case int:
body["entityType"] = v
case string:
if strings.EqualFold(v, "opportunity") {
body["entityType"] = 0
}
}
}
return c.putJSONObject(ctx, fmt.Sprintf("/api/2.0/crm/invoice/%s", url.PathEscape(id)), 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)))