Public/Get-CwmOpportunity.ps1
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function Get-CwmOpportunity { [CmdletBinding()] [OutputType([Opportunity[]])] Param ( [Parameter(Mandatory = $False, Position = 0)] [int]$OpportunityId, [Parameter(Mandatory = $false)] [string]$AuthString = $global:CwAuthString, [Parameter(Mandatory = $False)] [string]$Status, [Parameter(Mandatory = $False)] [string]$PageSize = 1000 ) $VerbosePrefix = "Get-CwmOpportunity:" $Uri = "https://api-na.myconnectwise.net/" $Uri += 'v4_6_Release/apis/3.0/' $Uri += "sales/opportunities" $QueryParams = @{} $QueryParams.pageSize = $PageSize $Conditions = @{} if ($OpportunityId) { $Conditions.'id' = $OpportunityId } if ($Status) { $Conditions.'status/name' = $Status } $ApiParams = @{} $ApiParams.Uri = $Uri $ApiParams.AuthString = $AuthString $ApiParams.QueryParams = $QueryParams if ($Conditions.Count -gt 0) { $ApiParams.Conditions = $Conditions } $ReturnValue = Invoke-CwmApiCall @ApiParams # Lookup info needed later $Uri = 'https://api-na.myconnectwise.net/v4_6_Release/apis/3.0/system/members' Write-Verbose "$VerbosePrefix Retrieving Member info" $Members = Invoke-CwmApiCall -Uri $Uri Write-Verbose "$VerbosePrefix Retrieving Company info" $Companies = Get-CwmCompany -ShowAll $Departments = Invoke-CwmApiCall -Uri "https://api-na.myconnectwise.net/v4_6_release/apis/3.0/system/departments" $Locations = Invoke-CwmApiCall -Uri "https://api-na.myconnectwise.net/v4_6_release/apis/3.0/system/info/locations" Write-Verbose "$VerbosePrefix Retrieving Opportunity info" $TotalLines = $ReturnValue.Count $i = 0 $StopWatch = [System.Diagnostics.Stopwatch]::StartNew() # used by Write-Progress so it doesn't slow the whole function down $ReturnObject = @() foreach ($r in $ReturnValue) { Write-Verbose "$VerbosePrefix OpportunityId: $($r.id)" $i++ if ($StopWatch.Elapsed.TotalMilliseconds -ge 1000) { $PercentComplete = [math]::truncate($i / $TotalLines * 100) Write-Progress -Activity "Reading Support Output" -Status "$PercentComplete% $i/$TotalLines" -PercentComplete $PercentComplete $StopWatch.Reset() $StopWatch.Start() } $ThisObject = New-Object Opportunity $ThisObject.OpportunityId = $r.id $ThisObject.FullData = $r $ThisObject.Summary = $r.name $ThisObject.Status = $r.status.name $ThisObject.Company = $r.company.name $ThisObject.ContactName = $r.contact.name $CompanyInfo = $Companies | Where-Object { $_.CompanyName -eq $ThisObject.Company } # Forecast $Uri = "https://api-na.myconnectwise.net/v4_6_Release/apis/3.0/sales/opportunities/$($ThisObject.OpportunityId)/forecast" $Forecast = Invoke-CwmApiCall -Uri $Uri -Verbose:$false if ($Forecast) { foreach ($f in $Forecast) { $ThisObject.Revenue += $f.revenue $ForecastType = $f.Type $ThisObject.$ForecastType += $f.revenue $ForecastStatus = $f.status.name $ThisObject.$ForecastStatus += $f.revenue $ThisObject.Margin += $f.margin } } # Product Info # this seems to be necessary for any opp with multiple types of revenue (Service, Product, etc) $Product = Get-CwmProduct -OpportunityId $r.id foreach ($p in $Product) { switch ($p.ProductClass) { 'Service' { $ThisObject.Service += $p.TotalPrice $ThisObject.Revenue += $p.TotalPrice $ThisObject.Open += $p.TotalPrice $ThisObject.Margin += $p.TotalPrice $ThisObject.Margin -= $p.TotalCost } 'NonInventory' { $ThisObject.Product += $p.TotalPrice $ThisObject.Revenue += $p.TotalPrice $ThisObject.Open += $p.TotalPrice $ThisObject.Margin += $p.TotalPrice $ThisObject.Margin -= $p.TotalCost } } if ($p.FullData.recurring) { $ThisObject.Recurring += $p.TotalPrice $ThisObject.Revenue += $p.TotalPrice $ThisObject.Margin += $p.TotalPrice $ThisObject.Margin -= $p.TotalCost } } # Expected $ThisObject.ProbPercentage = $r.probability.name $ThisObject.Expected = $ThisObject.Revenue * $ThisObject.ProbPercentage / 100 # Activity Info $Activity = Get-CwmActivity -OpportunityId $r.id if ($Activity) { $ThisObject.NextStep = (Get-Date $Activity[0].DateStart -UFormat "%m/%d/%Y").ToString() $ThisObject.NextStep += " " + $Activity[0].Name } else { $ThisObject.NextStep = "Add new activity" } # Site Info $Site = Invoke-CwmApiCall $r.site._info.site_href $ThisObject.City = $Site.City $ThisObject.State = $Site.State $ThisObject.CloseDate = $r.expectedCloseDate $ThisObject.Age = ((Get-Date) - (Get-Date $r.dateBecameLead)).Days # Didn't have any good sample data for this. # $ThisObject.Lost # $ThisObject.Time # $ThisObject.Other $ThisObject.Stage = $r.stage.name $ThisObject.Rating = $r.rating.name $ThisObject.Territory = $CompanyInfo.FullData.territory.name $ThisObject.SalesRep = $r.primarySalesRep.name $ThisObject.InsideSales = $r.secondarySalesRep.name $ThisObject.PreSalesEngineer = ($r.customFields | Where-Object { $_.caption -eq 'Pre-Sls Eng' }).value $ThisObject.BusinessDevelopment = ($r.customFields | Where-Object { $_.caption -eq 'Business Development' }).value $ThisObject.Type = $r.type.name $ThisObject.Department = ($Departments | Where-Object { $_.id -eq $r.businessUnitId } ).Name $ThisObject.Campaign = $r.campaign.name $ThisObject.Location = ($Locations | Where-Object { $_.id -eq $r.locationId } ).Name $ThisObject.Site = $r.site.name if ($ThisObject.Won -eq $ThisObject.Revenue) { $ThisObject.Converted = $true } else { $ThisObject.Converted = $false } $ThisObject.NewLogo = ($r.customFields | Where-Object { $_.caption -eq 'New Logo?' }).value $ThisObject.SpiffEligible = ($r.customFields | Where-Object { $_.caption -eq 'Spiff Eligible?' }).value $ReturnObject += $ThisObject } $ReturnObject } |