Refactor names for Pipedrive updated sources to improve clarity: changed "New Deal Update" to "Deal Updated", "Updated Lead" to "Lead Updated", and "Updated Person" to "Person Updated".

Author: luancazarine

components/jobber/actions/search-quotes/search-quotes.mjs

@@ -0,0 +1,251 @@
+import jobber from "../../jobber.app.mjs";
+
+export default {
+  key: "jobber-search-quotes",
+  name: "Search Quotes",
+  description: "Search for quotes in Jobber with various filters. [See the documentation](https://developer.getjobber.com/docs/)",
+  version: "0.0.1",
+  type: "action",
+  props: {
+    jobber,
+    clientId: {
+      propDefinition: [
+        jobber,
+        "clientId",
+      ],
+      optional: true,
+      description: "Filter quotes by client ID",
+    },
+    propertyId: {
+      propDefinition: [
+        jobber,
+        "propertyId",
+      ],
+      optional: true,
+      description: "Filter quotes by property ID",
+    },
+    quoteStatus: {
+      type: "string",
+      label: "Quote Status",
+      description: "Filter quotes by status",
+      optional: true,
+      options: [
+        {
+          label: "Draft",
+          value: "DRAFT",
+        },
+        {
+          label: "Sent",
+          value: "SENT",
+        },
+        {
+          label: "Accepted",
+          value: "ACCEPTED",
+        },
+        {
+          label: "Declined",
+          value: "DECLINED",
+        },
+        {
+          label: "Expired",
+          value: "EXPIRED",
+        },
+        {
+          label: "Converted",
+          value: "CONVERTED",
+        },
+      ],
+    },
+    searchTerm: {
+      type: "string",
+      label: "Search Term",
+      description: "Search in quote title, message, or quote number",
+      optional: true,
+    },
+    dateFrom: {
+      type: "string",
+      label: "Date From",
+      description: "Filter quotes created from this date (YYYY-MM-DD)",
+      optional: true,
+    },
+    dateTo: {
+      type: "string",
+      label: "Date To",
+      description: "Filter quotes created until this date (YYYY-MM-DD)",
+      optional: true,
+    },
+    limit: {
+      type: "integer",
+      label: "Limit",
+      description: "Maximum number of quotes to return",
+      default: 50,
+      min: 1,
+      max: 100,
+    },
+    includeLineItems: {
+      type: "boolean",
+      label: "Include Line Items",
+      description: "Include line items in the response",
+      default: true,
+      optional: true,
+    },
+    includeNotes: {
+      type: "boolean",
+      label: "Include Notes",
+      description: "Include notes in the response",
+      default: false,
+      optional: true,
+    },
+    includeCustomFields: {
+      type: "boolean",
+      label: "Include Custom Fields",
+      description: "Include custom fields in the response",
+      default: false,
+      optional: true,
+    },
+  },
+  async run({ $ }) {
+    const {
+      clientId,
+      propertyId,
+      quoteStatus,
+      searchTerm,
+      dateFrom,
+      dateTo,
+      limit,
+      includeLineItems,
+      includeNotes,
+      includeCustomFields,
+    } = this;
+
+    // Build filter conditions
+    const filters = [];
+
+    if (clientId) {
+      filters.push(`clientId: "${clientId}"`);
+    }
+
+    if (propertyId) {
+      filters.push(`propertyId: "${propertyId}"`);
+    }
+
+    if (quoteStatus) {
+      filters.push(`quoteStatus: ${quoteStatus}`);
+    }
+
+    if (searchTerm) {
+      filters.push(`searchTerm: "${searchTerm}"`);
+    }
+
+    if (dateFrom) {
+      filters.push(`createdAtGte: "${dateFrom}"`);
+    }
+
+    if (dateTo) {
+      filters.push(`createdAtLte: "${dateTo}"`);
+    }
+
+    const filterString = filters.length > 0
+      ? `(filter: {${filters.join(", ")}})`
+      : "";
+
+    // Build the GraphQL query
+    let query = `query SearchQuotes {
+      quotes${filterString}(first: ${limit}) {
+        nodes {
+          id
+          quoteNumber
+          title
+          message
+          quoteStatus
+          previewUrl
+          jobberWebUri
+          createdAt
+          updatedAt
+          transitionedAt
+          clientHubViewedAt
+          client {
+            id
+            firstName
+            lastName
+            companyName
+          }
+          property {
+            id
+            address {
+              street
+              city
+              state
+              zip
+            }
+          }
+          amounts {
+            subtotal
+            tax
+            total
+          }`;
+
+    if (includeLineItems) {
+      query += `
+          lineItems {
+            nodes {
+              id
+              name
+              description
+              quantity
+              unitPrice
+              total
+            }
+          }`;
+    }
+
+    if (includeNotes) {
+      query += `
+          notes {
+            nodes {
+              id
+              body
+              createdAt
+            }
+          }`;
+    }
+
+    if (includeCustomFields) {
+      query += `
+          customFields {
+            id
+            name
+            value
+          }`;
+    }
+
+    query += `
+        }
+        pageInfo {
+          hasNextPage
+          endCursor
+        }
+      }
+    }`;
+
+    const response = await this.jobber.post({
+      $,
+      data: {
+        query,
+        operationName: "SearchQuotes",
+      },
+    });
+
+    if (response.errors) {
+      throw new Error(response.errors[0].message);
+    }
+
+    const quotes = response.data.quotes.nodes;
+    const count = quotes.length;
+
+    $.export("$summary", `Found ${count} quote${count !== 1
+      ? "s"
+      : ""}`);
+    return response.data.quotes;
+  },
+};

components/pipedrive/sources/updated-deal-instant/updated-deal-instant.mjs

@@ -4,7 +4,7 @@ import sampleEmit from "./test-event.mjs";
 export default {
   ...common,
   key: "pipedrive-updated-deal-instant",
-  name: "New Deal Update (Instant)",
+  name: "Deal Updated (Instant)",
   description: "Emit new event when a deal is updated.",
   version: "0.0.7",
   type: "source",

components/pipedrive/sources/updated-lead-instant/updated-lead-instant.mjs

@@ -4,7 +4,7 @@ import sampleEmit from "./test-event.mjs";
 export default {
   ...common,
   key: "pipedrive-updated-lead-instant",
-  name: "Updated Lead (Instant)",
+  name: "Lead Updated (Instant)",
   description: "Emit new event when a lead is updated.",
   version: "0.0.1",
   type: "source",

components/pipedrive/sources/updated-person-instant/updated-person-instant.mjs

@@ -4,7 +4,7 @@ import sampleEmit from "./test-event.mjs";
 export default {
   ...common,
   key: "pipedrive-updated-person-instant",
-  name: "Updated Person (Instant)",
+  name: "PersonUpdated (Instant)",
   description: "Emit new event when a person is updated.",
   version: "0.0.7",
   type: "source",