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✨ Add QuickBooks transactions report (#2040)

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* 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>
This commit is contained in:
Iván Ovejero
2021-08-13 11:45:26 +02:00
committed by GitHub
parent 0bfc00c129
commit eb05e90197
6 changed files with 804 additions and 3 deletions
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398
packages/nodes-base/nodes/QuickBooks/descriptions/Transaction/TransactionDescription.ts Normal file
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@@ -0,0 +1,398 @@
import {
INodeProperties,
} from 'n8n-workflow';
import {
toDisplayName,
toOptions,
} from '../../GenericFunctions';
import {
GROUP_BY_OPTIONS,
PAYMENT_METHODS,
PREDEFINED_DATE_RANGES,
SOURCE_ACCOUNT_TYPES,
TRANSACTION_REPORT_COLUMNS,
TRANSACTION_TYPES,
} from './constants';
export const transactionOperations = [
{
displayName: 'Operation',
name: 'operation',
type: 'options',
default: 'getReport',
description: 'Operation to perform',
options: [
{
name: 'Get Report',
value: 'getReport',
},
],
displayOptions: {
show: {
resource: [
'transaction',
],
},
},
},
] as INodeProperties[];
export const transactionFields = [
// ----------------------------------
// transaction: getReport
// ----------------------------------
{
displayName: 'Simplify Response',
name: 'simple',
type: 'boolean',
displayOptions: {
show: {
resource: [
'transaction',
],
operation: [
'getReport',
],
},
},
default: true,
description: 'Return a simplified version of the response instead of the raw data.',
},
{
displayName: 'Filters',
name: 'filters',
type: 'collection',
placeholder: 'Add Field',
default: {},
displayOptions: {
show: {
resource: [
'transaction',
],
operation: [
'getReport',
],
},
},
options: [
{
displayName: 'Accounts Payable Paid',
name: 'appaid',
type: 'options',
default: 'All',
options: ['All', 'Paid', 'Unpaid'].map(toOptions),
},
{
displayName: 'Accounts Receivable Paid',
name: 'arpaid',
type: 'options',
default: 'All',
options: ['All', 'Paid', 'Unpaid'].map(toOptions),
},
{
displayName: 'Cleared Status',
name: 'cleared',
type: 'options',
default: 'Reconciled',
options: ['Cleared', 'Uncleared', 'Reconciled', 'Deposited'].map(toOptions),
},
{
displayName: 'Columns',
name: 'columns',
type: 'multiOptions',
default: '',
description: 'Columns to return',
options: TRANSACTION_REPORT_COLUMNS,
},
{
displayName: 'Customer',
name: 'customer',
type: 'multiOptions',
default: [],
description: 'Customer to filter results by',
typeOptions: {
loadOptionsMethod: 'getCustomers',
},
},
{
displayName: 'Date Range (Custom)',
name: 'dateRangeCustom',
placeholder: 'Add Date Range',
type: 'fixedCollection',
default: {},
options: [
{
displayName: 'Date Range Properties',
name: 'dateRangeCustomProperties',
values: [
{
displayName: 'Start Date',
name: 'start_date',
type: 'dateTime',
default: '',
description: 'Start date of the date range to filter results by',
},
{
displayName: 'End Date',
name: 'end_date',
type: 'dateTime',
default: '',
description: 'End date of the date range to filter results by',
},
],
},
],
},
{
displayName: 'Date Range (Predefined)',
name: 'date_macro',
type: 'options',
default: 'This Month',
description: 'Predefined date range to filter results by',
options: PREDEFINED_DATE_RANGES.map(toOptions),
},
{
displayName: 'Date Range for Creation Date (Custom)',
name: 'dateRangeCreationCustom',
placeholder: 'Add Creation Date Range',
type: 'fixedCollection',
default: {},
options: [
{
displayName: 'Creation Date Range Properties',
name: 'dateRangeCreationCustomProperties',
values: [
{
displayName: 'Start Creation Date',
name: 'start_createdate',
type: 'dateTime',
default: '',
description: 'Start date of the account creation date range to filter results by',
},
{
displayName: 'End Creation Date',
name: 'end_createdate',
type: 'dateTime',
default: '',
description: 'End date of the account creation date range to filter results by',
},
],
},
],
},
{
displayName: 'Date Range for Creation Date (Predefined)',
name: 'createdate_macro',
type: 'options',
default: 'This Month',
options: PREDEFINED_DATE_RANGES.map(toOptions),
description: 'Predefined report account creation date range',
},
{
displayName: 'Date Range for Due Date (Custom)',
name: 'dateRangeDueCustom',
placeholder: 'Add Due Date Range',
type: 'fixedCollection',
default: {},
options: [
{
displayName: 'Due Date Range Properties',
name: 'dateRangeDueCustomProperties',
values: [
{
displayName: 'Start Due Date',
name: 'start_duedate',
type: 'dateTime',
default: '',
description: 'Start date of the due date range to filter results by',
},
{
displayName: 'End Due Date',
name: 'end_duedate',
type: 'dateTime',
default: '',
description: 'End date of the due date range to filter results by',
},
],
},
],
},
{
displayName: 'Date Range for Due Date (Predefined)',
name: 'duedate_macro',
type: 'options',
default: 'This Month',
description: 'Predefined due date range to filter results by',
options: PREDEFINED_DATE_RANGES.map(toOptions),
},
{
displayName: 'Date Range for Modification Date (Custom)',
name: 'dateRangeModificationCustom',
placeholder: 'Add Modification Date Range',
type: 'fixedCollection',
default: {},
options: [
{
displayName: 'Modification Date Range Properties',
name: 'dateRangeModificationCustomProperties',
values: [
{
displayName: 'Start Modification Date',
name: 'start_moddate',
type: 'dateTime',
default: '',
description: 'Start date of the account modification date range to filter results by',
},
{
displayName: 'End Modification Date',
name: 'end_moddate',
type: 'dateTime',
default: '',
description: 'End date of the account modification date range to filter results by',
},
],
},
],
},
{
displayName: 'Date Range for Modification Date (Predefined)',
name: 'moddate_macro',
type: 'options',
default: 'This Month',
description: 'Predefined account modifiction date range to filter results by',
options: PREDEFINED_DATE_RANGES.map(toOptions),
},
{
displayName: 'Document Number',
name: 'docnum',
type: 'string',
default: '',
description: 'Transaction document number to filter results by',
},
{
displayName: 'Department',
name: 'department',
type: 'multiOptions',
default: [],
description: 'Department to filter results by',
typeOptions: {
loadOptionsMethod: 'getDepartments',
},
},
{
displayName: 'Group By',
name: 'group_by',
default: 'Account',
type: 'options',
description: 'Transaction field to group results by',
options: GROUP_BY_OPTIONS.map(toOptions),
},
{
displayName: 'Memo',
name: 'memo',
type: 'multiOptions',
default: [],
description: 'Memo to filter results by',
typeOptions: {
loadOptionsMethod: 'getMemos',
},
},
{
displayName: 'Payment Method',
name: 'payment_Method',
type: 'options',
default: 'Cash',
description: 'Payment method to filter results by',
options: PAYMENT_METHODS.map(toOptions),
},
{
displayName: 'Printed Status',
name: 'printed',
type: 'options',
default: 'Printed',
description: 'Printed state to filter results by',
options: [
{
name: 'Printed',
value: 'Printed',
},
{
name: 'To Be Printed',
value: 'To_be_printed',
},
],
},
{
displayName: 'Quick Zoom URL',
name: 'qzurl',
type: 'boolean',
default: true,
description: 'Whether Quick Zoom URL information should be generated',
},
{
displayName: 'Sort By',
name: 'sort_by',
type: 'options',
default: 'account_name',
description: 'Column to sort results by',
options: TRANSACTION_REPORT_COLUMNS,
},
{
displayName: 'Sort Order',
name: 'sort_order',
type: 'options',
default: 'Ascend',
options: ['Ascend', 'Descend'].map(toOptions),
},
{
displayName: 'Term',
name: 'term',
type: 'multiOptions',
default: [],
description: 'Term to filter results by',
typeOptions: {
loadOptionsMethod: 'getTerms',
},
},
{
displayName: 'Transaction Amount',
name: 'bothamount',
type: 'number',
default: 0,
typeOptions: {
numberPrecision: 2,
},
description: 'Monetary amount to filter results by',
},
{
displayName: 'Transaction Type',
name: 'transaction_type',
type: 'options',
default: 'CreditCardCharge',
description: 'Transaction type to filter results by',
options: TRANSACTION_TYPES.map(toOptions).map(toDisplayName),
},
{
displayName: 'Source Account Type',
name: 'source_account_type',
default: 'Bank',
type: 'options',
description: 'Account type to filter results by',
options: SOURCE_ACCOUNT_TYPES.map(toOptions).map(toDisplayName),
},
{
displayName: 'Vendor',
name: 'vendor',
type: 'multiOptions',
default: [],
description: 'Vendor to filter results by',
typeOptions: {
loadOptionsMethod: 'getVendors',
},
},
],
},
] as INodeProperties[];

204
packages/nodes-base/nodes/QuickBooks/descriptions/Transaction/constants.ts Normal file
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export const PREDEFINED_DATE_RANGES = [
'Today',
'Yesterday',
'This Week',
'Last Week',
'This Week-to-Date',
'Last Week-to-Date',
'Next Week',
'Next 4 Weeks',
'This Month',
'Last Month',
'This Month-to-Date',
'Last Month-to-Date',
'Next Month',
'This Fiscal Quarter',
'Last Fiscal Quarter',
'This Fiscal Quarter-to-Date',
'Last Fiscal Quarter-to-Date',
'Next Fiscal Quarter',
'This Fiscal Year',
'Last Fiscal Year',
'This Fiscal Year-to-Date',
'Last Fiscal Year-to-Date',
'Next Fiscal Year',
];
export const TRANSACTION_REPORT_COLUMNS = [
{
name: 'Account Name',
value: 'account_name',
},
{
name: 'Created By',
value: 'create_by',
},
{
name: 'Create Date',
value: 'create_date',
},
{
name: 'Customer Message',
value: 'cust_msg',
},
{
name: 'Department Name',
value: 'dept_name',
},
{
name: 'Due Date',
value: 'due_date',
},
{
name: 'Document Number',
value: 'doc_num',
},
{
name: 'Invoice Date',
value: 'inv_date',
},
{
name: 'Is Account Payable Paid',
value: 'is_ap_paid',
},
{
name: 'Is Cleared',
value: 'is_cleared',
},
{
name: 'Last Modified By',
value: 'last_mod_by',
},
{
name: 'Memo',
value: 'memo',
},
{
name: 'Name',
value: 'name',
},
{
name: 'Other Account',
value: 'other_account',
},
{
name: 'Payment Method',
value: 'pmt_mthod',
},
{
name: 'Posting',
value: 'is_no_post',
},
{
name: 'Printed Status',
value: 'printed',
},
{
name: 'Sales Customer 1',
value: 'sales_cust1',
},
{
name: 'Sales Customer 2',
value: 'sales_cust2',
},
{
name: 'Sales Customer 3',
value: 'sales_cust3',
},
{
name: 'Term Name',
value: 'term_name',
},
{
name: 'Tracking Number',
value: 'tracking_num',
},
{
name: 'Transaction Date',
value: 'tx_date',
},
{
name: 'Transaction Type',
value: 'txn_type',
},
];
export const PAYMENT_METHODS = [
'American Express',
'Cash',
'Check',
'Dinners Club',
'Discover',
'Master Card',
'Visa',
];
export const TRANSACTION_TYPES = [
'Bill',
'BillPaymentCheck',
'BillPaymentCreditCard',
'BillableCharge',
'CashPurchase',
'Charge',
'Check',
'Credit',
'CreditCardCharge',
'CreditCardCredit',
'CreditMemo',
'CreditRefund',
'Deposit',
'Estimate',
'GlobalTaxAdjustment',
'GlobalTaxPayment',
'InventoryQuantityAdjustment',
'Invoice',
'JournalEntry',
'PurchaseOrder',
'ReceivePayment',
'SalesReceipt',
'Service Tax Defer',
'Service Tax Gross Adjustment',
'Service Tax Partial Utilisation',
'Service Tax Refund',
'Service Tax Reversal',
'Statement',
'TimeActivity',
'Transfer',
'VendorCredit',
];
export const SOURCE_ACCOUNT_TYPES = [
'AccountsPayable',
'AccountsReceivable',
'Bank',
'CostOfGoodsSold',
'CreditCard',
'Equity',
'Expense',
'FixedAsset',
'Income',
'LongTermLiability',
'NonPosting',
'OtherAsset',
'OtherCurrentAsset',
'OtherCurrentLiability',
'OtherExpense',
'OtherIncome',
];
export const GROUP_BY_OPTIONS = [
'Account',
'Customer',
'Day',
'Employee',
'Location',
'Month',
'Name',
'None',
'Payment Method',
'Quarter',
'Transaction Type',
'Vendor',
'Week',
'Year',
];

1
packages/nodes-base/nodes/QuickBooks/descriptions/index.ts
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@@ -7,3 +7,4 @@ export * from './Item/ItemDescription';
export * from './Payment/PaymentDescription';
export * from './Vendor/VendorDescription';
export * from './Purchase/PurchaseDescription';
export * from './Transaction/TransactionDescription';