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✨ Add Microsoft Dynamics CRM Node (#2292)
* ✨ Microsoft Dynamics CRM * ⚡ Improvements * ⚡ Improvements * ⚡ Minor improvements Co-authored-by: Jan Oberhauser <jan.oberhauser@gmail.com>
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import {
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IExecuteFunctions,
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} from 'n8n-core';
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import {
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IDataObject,
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ILoadOptionsFunctions,
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INodeExecutionData,
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INodePropertyOptions,
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INodeType,
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INodeTypeDescription,
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} from 'n8n-workflow';
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import {
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adjustAddresses,
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getEntityFields,
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getPicklistOptions,
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IField,
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microsoftApiRequest,
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microsoftApiRequestAllItems,
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sort,
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} from './GenericFunctions';
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import {
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accountFields,
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accountOperations,
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} from './descriptions';
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export class MicrosoftDynamicsCrm implements INodeType {
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description: INodeTypeDescription = {
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displayName: 'Microsoft Dynamics CRM',
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name: 'microsoftDynamicsCrm',
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icon: 'file:dynamicsCrm.svg',
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group: ['input'],
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version: 1,
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subtitle: '={{$parameter["operation"] + ": " + $parameter["resource"]}}',
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description: 'Consume Microsoft Dynamics CRM API',
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defaults: {
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name: 'Microsoft Dynamics CRM',
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color: '#000000',
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},
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inputs: ['main'],
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outputs: ['main'],
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credentials: [
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{
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name: 'microsoftDynamicsOAuth2Api',
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required: true,
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},
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],
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properties: [
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{
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displayName: 'Resource',
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name: 'resource',
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type: 'options',
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options: [
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{
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name: 'Account',
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value: 'account',
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},
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],
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default: 'account',
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description: 'The resource to operate on',
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},
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...accountOperations,
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...accountFields,
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],
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};
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methods = {
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loadOptions: {
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async getAccountCategories(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'accountcategorycode');
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},
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async getAccountRatingCodes(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'accountratingcode');
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},
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async getAddressTypes(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'address1_addresstypecode');
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},
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async getBusinessTypes(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'businesstypecode');
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},
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async getCustomerSizeCodes(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'customersizecode');
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},
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async getCustomerTypeCodes(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'customertypecode');
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},
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async getIndustryCodes(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'industrycode');
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},
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async getPaymentTermsCodes(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'paymenttermscode');
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},
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async getPreferredAppointmentDayCodes(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'preferredappointmentdaycode');
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},
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async getPreferredAppointmentTimeCodes(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'preferredappointmenttimecode');
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},
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async getPreferredContactMethodCodes(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'preferredcontactmethodcode');
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},
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async getShippingMethodCodes(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'shippingmethodcode');
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},
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async getTerritoryCodes(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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return await getPicklistOptions.call(this, 'account', 'territorycode');
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},
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async getAccountFields(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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const fields = await getEntityFields.call(this, 'account');
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const isSelectable = (field: IField) => (field.IsValidForRead && field.CanBeSecuredForRead && field.IsValidODataAttribute && field.LogicalName !== 'slaid');
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return fields.filter(isSelectable).filter(field => field.DisplayName.UserLocalizedLabel?.Label).map(field => ({ name: field.DisplayName.UserLocalizedLabel.Label, value: field.LogicalName })).sort(sort);
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},
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async getExpandableAccountFields(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]> {
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const fields = await getEntityFields.call(this, 'account');
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const isSelectable = (field: IField) => (field.IsValidForRead && field.CanBeSecuredForRead && field.IsValidODataAttribute && field.AttributeType === 'Lookup' && field.LogicalName !== 'slaid');
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return fields.filter(isSelectable).map(field => ({ name: field.DisplayName.UserLocalizedLabel.Label, value: field.LogicalName })).sort(sort);
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},
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},
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};
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async execute(this: IExecuteFunctions): Promise<INodeExecutionData[][]> {
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const items = this.getInputData();
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const returnData: IDataObject[] = [];
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const length = items.length as unknown as number;
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const qs: IDataObject = {};
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let responseData;
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const resource = this.getNodeParameter('resource', 0) as string;
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const operation = this.getNodeParameter('operation', 0) as string;
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for (let i = 0; i < length; i++) {
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try {
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if (resource === 'account') {
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//https://docs.microsoft.com/en-us/powerapps/developer/data-platform/webapi/create-entity-web-api
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if (operation === 'create') {
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const name = this.getNodeParameter('name', i) as string;
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// tslint:disable-next-line: no-any
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const additionalFields = this.getNodeParameter('additionalFields', i) as { addresses: { address: [{ [key: string]: any }] } };
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const options = this.getNodeParameter('options', i) as { returnFields: string[] };
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const body = {
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name,
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...additionalFields,
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};
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if (body?.addresses?.address) {
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Object.assign(body, adjustAddresses(body.addresses.address));
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//@ts-ignore
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delete body?.addresses;
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}
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if (options.returnFields) {
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options.returnFields.push('accountid');
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qs['$select'] = options.returnFields.join(',');
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} else {
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qs['$select'] = 'accountid';
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}
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responseData = await microsoftApiRequest.call(this, 'POST', `/accounts`, body, qs);
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}
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if (operation === 'delete') {
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//https://docs.microsoft.com/en-us/powerapps/developer/data-platform/webapi/update-delete-entities-using-web-api#basic-delete
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const accountId = this.getNodeParameter('accountId', i) as string;
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await microsoftApiRequest.call(this, 'DELETE', `/accounts(${accountId})`, {}, qs);
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responseData = { success: true };
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}
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if (operation === 'get') {
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//https://docs.microsoft.com/en-us/powerapps/developer/data-platform/webapi/retrieve-entity-using-web-api
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const accountId = this.getNodeParameter('accountId', i) as string;
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const options = this.getNodeParameter('options', i) as IDataObject;
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if (options.returnFields) {
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qs['$select'] = (options.returnFields as string[]).join(',');
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}
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if (options.expandFields) {
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qs['$expand'] = (options.expandFields as string[]).join(',');
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}
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responseData = await microsoftApiRequest.call(this, 'GET', `/accounts(${accountId})`, {}, qs);
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}
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if (operation === 'getAll') {
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//https://docs.microsoft.com/en-us/powerapps/developer/data-platform/webapi/query-data-web-api
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const returnAll = this.getNodeParameter('returnAll', i) as boolean;
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const options = this.getNodeParameter('options', i) as IDataObject;
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const filters = this.getNodeParameter('filters', i) as IDataObject;
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if (options.returnFields) {
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qs['$select'] = (options.returnFields as string[]).join(',');
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}
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if (options.expandFields) {
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qs['$expand'] = (options.expandFields as string[]).join(',');
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}
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if (filters.query) {
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qs['$filter'] = filters.query as string;
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}
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if (returnAll) {
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responseData = await microsoftApiRequestAllItems.call(this, 'value', 'GET', `/accounts`, {}, qs);
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} else {
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qs['$top'] = this.getNodeParameter('limit', 0) as number;
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responseData = await microsoftApiRequest.call(this, 'GET', `/accounts`, {}, qs);
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responseData = responseData.value;
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}
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}
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if (operation === 'update') {
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const accountId = this.getNodeParameter('accountId', i) as string;
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// tslint:disable-next-line: no-any
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const updateFields = this.getNodeParameter('updateFields', i) as { addresses: { address: [{ [key: string]: any }] } };
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const options = this.getNodeParameter('options', i) as { returnFields: string[] };
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const body = {
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...updateFields,
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};
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if (body?.addresses?.address) {
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Object.assign(body, adjustAddresses(body.addresses.address));
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//@ts-ignore
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delete body?.addresses;
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}
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if (options.returnFields) {
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options.returnFields.push('accountid');
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qs['$select'] = options.returnFields.join(',');
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} else {
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qs['$select'] = 'accountid';
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}
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responseData = await microsoftApiRequest.call(this, 'PATCH', `/accounts(${accountId})`, body, qs);
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}
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}
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if (Array.isArray(responseData)) {
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returnData.push(...responseData);
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} else {
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returnData.push(responseData as IDataObject);
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}
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} catch (error) {
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if (this.continueOnFail()) {
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returnData.push({ error: error.message });
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continue;
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}
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throw error;
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}
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}
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return [this.helpers.returnJsonArray(returnData)];
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}
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}
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