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