eSlider
d81e7de911
Allow oo invoices update --description/--po so Notizen can be multiline refs without portal URLs; keep opportunity link support.
383 lines
12 KiB
Go
383 lines
12 KiB
Go
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
|
|
EntityID int64 // 0 = omit; link to opportunity/case
|
|
EntityType int // OnlyOffice EntityType; 0 = Opportunity
|
|
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
|
|
}
|
|
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 / set fields.
|
|
type UpdateInvoiceParams struct {
|
|
EntityID int64 // link to opportunity; 0 = leave unchanged
|
|
EntityType int
|
|
ContactID int64 // 0 = leave unchanged
|
|
Description string // invoice notes; empty + DescriptionSet=false keeps existing
|
|
DescriptionSet bool
|
|
PurchaseOrder string
|
|
PurchaseOrderSet bool
|
|
}
|
|
|
|
// 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.DescriptionSet {
|
|
body["description"] = p.Description
|
|
}
|
|
if p.PurchaseOrderSet {
|
|
body["purchaseOrderNumber"] = p.PurchaseOrder
|
|
}
|
|
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)))
|
|
}
|
|
|
|
// 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
|
|
}
|