Content Comparison

export const quotesDetailSubmitPre = async ({ api }) => {
  const { crmManager } = api;
  const isAccountPage = await api.crmManager.isAccountPage();
  const isOpportunityPage = await api.crmManager.isOpportunityPage();
  
  if(isAccountPage) {
    // Your code
  }
  if(isOpportunityPage) {
    // Your code
  }
};

export const quotesDetailSubmitPre = async ({ api: { crmManager } }) => {
  const payload = await api.crmManager.getPayload();
  console.log(payload);
};

export const quotesDetailSubmitPre = async ({ api: { crmManager }quoteAPI, api }) => {
  const payload = await api.crmManager.getPayload();
  // To find what values exist in payload
  // Can be removed later when not needed
  console.log(payload);
  // If name in payload can be not existing
  await quoteAPI.setHeaderValue('label', payload.name || 'Name do not exist in payload');
};

export const dashboardsInputsSet = async ({ dashboard, api }) => {
  // here we are destructuring api
  // so we wouldn't need to write api in front of methods that we often use
  // for example: crmManager and notify
  const { notify, crmManager } =
api;   // This method return true of false depending on where pricefx currently is running
  const isAccount = await api.crmManager.isAccountPage();

  // in condition we are checking if dashboard
  // is with a name of the dashboard which we want to update
  if (isAccount && dashboard?.uniqueName === 'Dashboard_SoupPricing') {
    // here we are getting values from CRM
    const payload = await api.crmManager.getPayload();

    // dashboard is mutable variable, we can modify inputs inside of this variable
    dashboard.inputs[0].value = {
      "Customer": payload.AccountNumber
    };
    // We can check if dashboard variable updated as we want
    console.log("Updated dashboard input:", dashboard.inputs[0]);
  }
  if (isAccount && dashboard?.uniqueName === 'Dashboard_PivoPricing') {
    const payload = await api.crmManager.getPayload();

    dashboard.inputs[0].value = {
      "Customer": payload.AccountNumber,
      "PivoType": 'Lager'
    };
    console.log("Updated dashboard input:", dashboard.inputs[0]);
  }

  // this is what we are returning to the dashboard
  return {
    run: 'yes',
    dashboard
  };
};

export const quotesDetailOpen = async ({ api, quoteAPI }) => {
  const { crmManager } = api;
  const isOpportunityPage = await api.crmManager.isOpportunityPage();
  // First let's check if interceptor is running under opportunity page
  if(isOpportunityPage) {
    // Now we need data from Opportunity page
    const payload = await api.crmManager.getPayload();
    // Now using payload and string formating
    // create query which we will run in Salesforce.
    // In this query we are geting all fields from account where id is equel to id
    // from what we have under this opportunity page and also
    // we added limit 1 so it wouldn't search for other account as only one account
    // should exist with this id.
    const query = `
      SELECT *
      FROM Account
      WHERE Id = ${payload.AccountId}
      LIMIT 1
    `;
    
    // now lets execute this query
    const accounts = await api.crmManager.findByQuery(query);
    
    // using console.log you can find what is inside
    console.log(accounts)
    
    // we need to test is we found any account
    if(accounts.length > 0) {
      const account = accounts[0];
      // now lets set input value in pricefx using data from account
      await quoteAPI.setHeaderInputValue('AccountNumber', account.AccountNumber);
    } else {
      console.error('account not found!')
    }
  }
  return;
}

// First we need to use Method which triggers when we open rebate list
export const rebateAgreementsListFilterAdd = async ({ api, filter }) => {
  const { crmManager } = api;
  // Let's use payload for make our filter more interesting
  const payload = await api.crmManager.getPayload();
  // Also let's return different filter based on where iFrame is located
  const isAccountPage = await api.crmManager.isAccountPage();
  const isOpportunityPage = await api.crmManager.isOpportunityPage();
  
  if(isAccountPage) {
    return [{
      fieldName: 'additionalInfo1',
      operator: 'equals',
      value: payload.AccountNumber
    }];
  }
  if(isOpportunityPage) {
    return [{
      fieldName: 'additionalInfo2',
      operator: 'equals',
      value: payload.OpportunityId
    }];
  }
  
  return filter;
}