n8n/packages/nodes-base/nodes/QuickBooks/GenericFunctions.ts
Iván Ovejero eb05e90197
Add QuickBooks transactions report (#2040)
* add get QBO report: transaction list

* merge upstream with n8n master

* Update QuickBooks.node.ts

* add back transaction list resource

*  Refactor transactions list expansion

*  Alphabetize options

*  Fix param type of source account types

*  Add missing description

*  Improve memo display name

*  Fix default values

*  Fix casing

* 🔥 Remove logging

*  Remove time from dates

* 🔨 Rename operation

*  Add simplify response toggle

* 🐛 Fix issue when transaction:getReport does not return data

Co-authored-by: Calvin Tan <calvin14@gmail.com>
Co-authored-by: ricardo <ricardoespinoza105@gmail.com>
2021-08-13 11:45:26 +02:00

505 lines
12 KiB
TypeScript

import {
IExecuteFunctions,
IHookFunctions,
} from 'n8n-core';
import {
IDataObject,
ILoadOptionsFunctions,
INodeExecutionData,
INodePropertyOptions,
NodeApiError,
} from 'n8n-workflow';
import {
CustomField,
GeneralAddress,
Ref,
} from './descriptions/Shared.interface';
import {
capitalCase,
} from 'change-case';
import {
omit,
pickBy,
} from 'lodash';
import {
OptionsWithUri,
} from 'request';
import {
DateFieldsUi,
Option,
QuickBooksOAuth2Credentials,
TransactionReport,
} from './types';
/**
* Make an authenticated API request to QuickBooks.
*/
export async function quickBooksApiRequest(
this: IHookFunctions | IExecuteFunctions | ILoadOptionsFunctions,
method: string,
endpoint: string,
qs: IDataObject,
body: IDataObject,
option: IDataObject = {},
): Promise<any> { // tslint:disable-line:no-any
const resource = this.getNodeParameter('resource', 0) as string;
const operation = this.getNodeParameter('operation', 0) as string;
let isDownload = false;
if (['estimate', 'invoice', 'payment'].includes(resource) && operation === 'get') {
isDownload = this.getNodeParameter('download', 0) as boolean;
}
const productionUrl = 'https://quickbooks.api.intuit.com';
const sandboxUrl = 'https://sandbox-quickbooks.api.intuit.com';
const credentials = this.getCredentials('quickBooksOAuth2Api') as QuickBooksOAuth2Credentials;
const options: OptionsWithUri = {
headers: {
'user-agent': 'n8n',
},
method,
uri: `${credentials.environment === 'sandbox' ? sandboxUrl : productionUrl}${endpoint}`,
qs,
body,
json: !isDownload,
};
if (!Object.keys(body).length) {
delete options.body;
}
if (!Object.keys(qs).length) {
delete options.qs;
}
if (Object.keys(option)) {
Object.assign(options, option);
}
if (isDownload) {
options.headers!['Accept'] = 'application/pdf';
}
if (resource === 'invoice' && operation === 'send') {
options.headers!['Content-Type'] = 'application/octet-stream';
}
if (
(resource === 'invoice' && (operation === 'void' || operation === 'delete')) ||
(resource === 'payment' && (operation === 'void' || operation === 'delete'))
) {
options.headers!['Content-Type'] = 'application/json';
}
try {
return await this.helpers.requestOAuth2!.call(this, 'quickBooksOAuth2Api', options);
} catch (error) {
throw new NodeApiError(this.getNode(), error);
}
}
/**
* Make an authenticated API request to QuickBooks and return all results.
*/
export async function quickBooksApiRequestAllItems(
this: IHookFunctions | IExecuteFunctions | ILoadOptionsFunctions,
method: string,
endpoint: string,
qs: IDataObject,
body: IDataObject,
resource: string,
): Promise<any> { // tslint:disable-line:no-any
let responseData;
let startPosition = 1;
const maxResults = 1000;
const returnData: IDataObject[] = [];
const maxCount = await getCount.call(this, method, endpoint, qs);
const originalQuery = qs.query as string;
do {
qs.query = `${originalQuery} MAXRESULTS ${maxResults} STARTPOSITION ${startPosition}`;
responseData = await quickBooksApiRequest.call(this, method, endpoint, qs, body);
try {
const nonResource = originalQuery.split(' ')?.pop();
if (nonResource === 'CreditMemo' || nonResource === 'Term') {
returnData.push(...responseData.QueryResponse[nonResource]);
} else {
returnData.push(...responseData.QueryResponse[capitalCase(resource)]);
}
} catch (error) {
return [];
}
startPosition += maxResults;
} while (maxCount > returnData.length);
return returnData;
}
async function getCount(
this: IHookFunctions | IExecuteFunctions | ILoadOptionsFunctions,
method: string,
endpoint: string,
qs: IDataObject,
): Promise<any> { // tslint:disable-line:no-any
const responseData = await quickBooksApiRequest.call(this, method, endpoint, qs, {});
return responseData.QueryResponse.totalCount;
}
/**
* Handles a QuickBooks listing by returning all items or up to a limit.
*/
export async function handleListing(
this: IExecuteFunctions,
i: number,
endpoint: string,
resource: string,
): Promise<any> { // tslint:disable-line:no-any
let responseData;
const qs = {
query: `SELECT * FROM ${resource}`,
} as IDataObject;
const returnAll = this.getNodeParameter('returnAll', i);
const filters = this.getNodeParameter('filters', i) as IDataObject;
if (filters.query) {
qs.query += ` ${filters.query}`;
}
if (returnAll) {
return await quickBooksApiRequestAllItems.call(this, 'GET', endpoint, qs, {}, resource);
} else {
const limit = this.getNodeParameter('limit', i) as number;
qs.query += ` MAXRESULTS ${limit}`;
responseData = await quickBooksApiRequest.call(this, 'GET', endpoint, qs, {});
responseData = responseData.QueryResponse[capitalCase(resource)];
return responseData;
}
}
/**
* Get the SyncToken required for delete and void operations in QuickBooks.
*/
export async function getSyncToken(
this: IExecuteFunctions,
i: number,
companyId: string,
resource: string,
) {
const resourceId = this.getNodeParameter(`${resource}Id`, i);
const getEndpoint = `/v3/company/${companyId}/${resource}/${resourceId}`;
const propertyName = capitalCase(resource);
const { [propertyName]: { SyncToken } } = await quickBooksApiRequest.call(this, 'GET', getEndpoint, {}, {});
return SyncToken;
}
/**
* Get the reference and SyncToken required for update operations in QuickBooks.
*/
export async function getRefAndSyncToken(
this: IExecuteFunctions,
i: number,
companyId: string,
resource: string,
ref: string,
) {
const resourceId = this.getNodeParameter(`${resource}Id`, i);
const endpoint = `/v3/company/${companyId}/${resource}/${resourceId}`;
const responseData = await quickBooksApiRequest.call(this, 'GET', endpoint, {}, {});
return {
ref: responseData[capitalCase(resource)][ref],
syncToken: responseData[capitalCase(resource)].SyncToken,
};
}
/**
* Populate node items with binary data.
*/
export async function handleBinaryData(
this: IExecuteFunctions,
items: INodeExecutionData[],
i: number,
companyId: string,
resource: string,
resourceId: string,
) {
const binaryProperty = this.getNodeParameter('binaryProperty', i) as string;
const fileName = this.getNodeParameter('fileName', i) as string;
const endpoint = `/v3/company/${companyId}/${resource}/${resourceId}/pdf`;
const data = await quickBooksApiRequest.call(this, 'GET', endpoint, {}, {}, { encoding: null });
items[i].binary = items[i].binary ?? {};
items[i].binary![binaryProperty] = await this.helpers.prepareBinaryData(data);
items[i].binary![binaryProperty].fileName = fileName;
items[i].binary![binaryProperty].fileExtension = 'pdf';
return items;
}
export async function loadResource(
this: ILoadOptionsFunctions,
resource: string,
) {
const returnData: INodePropertyOptions[] = [];
const qs = {
query: `SELECT * FROM ${resource}`,
} as IDataObject;
const { oauthTokenData: { callbackQueryString: { realmId } } } = this.getCredentials('quickBooksOAuth2Api') as { oauthTokenData: { callbackQueryString: { realmId: string } } };
const endpoint = `/v3/company/${realmId}/query`;
const resourceItems = await quickBooksApiRequestAllItems.call(this, 'GET', endpoint, qs, {}, resource);
if (resource === 'preferences') {
const { SalesFormsPrefs: { CustomField } } = resourceItems[0];
const customFields = CustomField[1].CustomField;
for (const customField of customFields) {
const length = customField.Name.length;
returnData.push({
name: customField.StringValue,
value: customField.Name.charAt(length - 1),
});
}
return returnData;
}
resourceItems.forEach((resourceItem: { DisplayName: string, Name: string, Id: string }) => {
returnData.push({
name: resourceItem.DisplayName || resourceItem.Name || `Memo ${resourceItem.Id}`,
value: resourceItem.Id,
});
});
return returnData;
}
/**
* Populate the `Line` property in a request body.
*/
export function processLines(
this: IExecuteFunctions,
body: IDataObject,
lines: IDataObject[],
resource: string,
) {
lines.forEach((line) => {
if (resource === 'bill') {
if (line.DetailType === 'AccountBasedExpenseLineDetail') {
line.AccountBasedExpenseLineDetail = {
AccountRef: {
value: line.accountId,
},
};
delete line.accountId;
} else if (line.DetailType === 'ItemBasedExpenseLineDetail') {
line.ItemBasedExpenseLineDetail = {
ItemRef: {
value: line.itemId,
},
};
delete line.itemId;
}
} else if (resource === 'estimate') {
if (line.DetailType === 'SalesItemLineDetail') {
line.SalesItemLineDetail = {
ItemRef: {
value: line.itemId,
},
};
delete line.itemId;
}
} else if (resource === 'invoice') {
if (line.DetailType === 'SalesItemLineDetail') {
line.SalesItemLineDetail = {
ItemRef: {
value: line.itemId,
},
};
delete line.itemId;
}
}
});
return lines;
}
/**
* Populate update fields or additional fields into a request body.
*/
export function populateFields(
this: IExecuteFunctions,
body: IDataObject,
fields: IDataObject,
resource: string,
) {
Object.entries(fields).forEach(([key, value]) => {
if (resource === 'bill') {
if (key.endsWith('Ref')) {
const { details } = value as { details: Ref };
body[key] = {
name: details.name,
value: details.value,
};
} else {
body[key] = value;
}
} else if (['customer', 'employee', 'vendor'].includes(resource)) {
if (key === 'BillAddr') {
const { details } = value as { details: GeneralAddress };
body.BillAddr = pickBy(details, detail => detail !== '');
} else if (key === 'PrimaryEmailAddr') {
body.PrimaryEmailAddr = {
Address: value,
};
} else if (key === 'PrimaryPhone') {
body.PrimaryPhone = {
FreeFormNumber: value,
};
} else {
body[key] = value;
}
} else if (resource === 'estimate' || resource === 'invoice') {
if (key === 'BillAddr' || key === 'ShipAddr') {
const { details } = value as { details: GeneralAddress };
body[key] = pickBy(details, detail => detail !== '');
} else if (key === 'BillEmail') {
body.BillEmail = {
Address: value,
};
} else if (key === 'CustomFields') {
const { Field } = value as { Field: CustomField[] };
body.CustomField = Field;
const length = (body.CustomField as CustomField[]).length;
for (let i = 0; i < length; i++) {
//@ts-ignore
body.CustomField[i]['Type'] = 'StringType';
}
} else if (key === 'CustomerMemo') {
body.CustomerMemo = {
value,
};
} else if (key.endsWith('Ref')) {
const { details } = value as { details: Ref };
body[key] = {
name: details.name,
value: details.value,
};
} else if (key === 'TotalTax') {
body.TxnTaxDetail = {
TotalTax: value,
};
} else {
body[key] = value;
}
} else if (resource === 'payment') {
body[key] = value;
}
});
return body;
}
export const toOptions = (option: string) => ({ name: option, value: option });
export const toDisplayName = ({ name, value }: Option) => {
return { name: splitPascalCase(name), value };
};
export const splitPascalCase = (word: string) => {
return word.match(/($[a-z])|[A-Z][^A-Z]+/g)?.join(' ');
};
export function adjustTransactionDates(
transactionFields: IDataObject & DateFieldsUi,
): IDataObject {
const dateFieldKeys = [
'dateRangeCustom',
'dateRangeDueCustom',
'dateRangeModificationCustom',
'dateRangeCreationCustom',
] as const;
if (dateFieldKeys.every(dateField => !transactionFields[dateField])) {
return transactionFields;
}
let adjusted = omit(transactionFields, dateFieldKeys) as IDataObject;
dateFieldKeys.forEach(dateFieldKey => {
const dateField = transactionFields[dateFieldKey];
if (dateField) {
Object.entries(dateField[`${dateFieldKey}Properties`]).map(([key, value]) =>
dateField[`${dateFieldKey}Properties`][key] = value.split('T')[0],
);
adjusted = {
...adjusted,
...dateField[`${dateFieldKey}Properties`],
};
}
});
return adjusted;
}
export function simplifyTransactionReport(transactionReport: TransactionReport) {
const columns = transactionReport.Columns.Column.map((column) => column.ColType);
const rows = transactionReport.Rows.Row.map((row) => row.ColData.map(i => i.value));
const simplified = [];
for (const row of rows) {
const transaction: { [key: string]: string } = {};
for (let i = 0; i < row.length; i++) {
transaction[columns[i]] = row[i];
}
simplified.push(transaction);
}
return simplified;
}