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clarkdclarkd
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Merge pull request #45 from squaredup/work/tw/AutoTask
2 parents 1174f41 + b73c422 commit 00335a2

22 files changed

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‎.github/CODEOWNERS‎

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/.github/* @squaredup/community-moderators
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# Request review from original author
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plugins/AutoTask/* @TimWheeler-SQUP
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plugins/DattoRMM/* @TimWheeler-SQUP
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plugins/DigiCert/* @shaswot77
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plugins/FantasyPremierLeague/* @TimWheeler-SQUP

‎plugins/AutoTask/v1/configValidation.json‎

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{
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"steps": [
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{
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"displayName": "Autotask connection",
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"dataStream": { "name": "companies", "timeframe": "none" },
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"success": "Successfully connected to Autotask",
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"error": "Cannot connect to Autotask — check your Zone URL, Integration Code, Username and Secret",
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"required": true
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}
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]
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}

‎plugins/AutoTask/v1/custom_types.json‎

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[
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{
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"name": "Autotask Company",
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"sourceType": "autotask-company",
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"icon": "building-2",
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"singular": "Company",
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"plural": "Companies"
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},
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{
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"name": "AutotaskContact",
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"sourceType": "autotask-contact",
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"icon": "user",
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"singular": "Contact",
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"plural": "Contacts"
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},
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{
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"name": "AutotaskProject",
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"sourceType": "autotask-project",
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"icon": "folder-kanban",
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"singular": "Project",
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"plural": "Projects"
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},
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{
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"name": "AutotaskResource",
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"sourceType": "autotask-resource",
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"icon": "hard-hat",
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"singular": "Resource",
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"plural": "Resources"
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},
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{
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"name": "AutotaskContract",
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"sourceType": "autotask-contract",
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"icon": "file-text",
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"singular": "Contract",
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"plural": "Contracts"
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}
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]

‎plugins/AutoTask/v1/dataStreams/companies.json‎

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{
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"name": "companies",
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"displayName": "Companies",
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"description": "All active companies in AutoTask",
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"tags": ["Companies"],
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"baseDataSourceName": "httpRequestUnscoped",
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"timeframes": false,
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"config": {
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"httpMethod": "get",
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"expandInnerObjects": true,
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"endpointPath": "atservicesrest/v1.0/Companies/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
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"pathToData": "items",
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"paging": {
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"mode": "nextUrl",
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"pageSize": { "realm": "none" },
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"in": {
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"realm": "payload",
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"path": "pageDetails.nextPageUrl"
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}
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}
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},
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"metadata": [
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{ "name": "companyName", "displayName": "Company Name" },
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{ "name": "isActive", "displayName": "Is Active" },
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{ "name": "phone", "displayName": "Phone" },
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{ "name": "address1", "displayName": "Address" },
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{ "name": "city", "displayName": "City" },
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{ "name": "state", "displayName": "State" },
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{ "name": "postalCode", "displayName": "Postal Code" },
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{ "name": "country", "displayName": "Country" },
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{ "name": "createDate", "displayName": "Created Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
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{ "name": "ownerResourceID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
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{ "name": "ownerResourceName", "displayName": "Owner", "sourceId": "ownerResourceID", "objectPropertyPath": "name" },
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{ "pattern": ".*" }
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]
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}

‎plugins/AutoTask/v1/dataStreams/contacts.json‎

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{
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"name": "contacts",
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"displayName": "Contacts",
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"baseDataSourceName": "httpRequestUnscoped",
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"visibility": { "type": "hidden" },
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"timeframes": false,
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"config": {
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"httpMethod": "get",
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"expandInnerObjects": true,
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"endpointPath": "atservicesrest/v1.0/Contacts/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
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"pathToData": "items",
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"paging": {
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"mode": "nextUrl",
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"pageSize": { "realm": "none" },
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"in": {
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"realm": "payload",
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"path": "pageDetails.nextPageUrl"
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}
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}
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},
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"metadata": [
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{ "name": "id", "displayName": "ID", "shape": "string" },
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{
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"name": "fullName",
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"displayName": "Full Name",
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"computed": true,
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"valueExpression": "{{ $['firstName'] + ' ' + $['lastName'] }}"
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},
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{ "pattern": ".*" }
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]
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}

‎plugins/AutoTask/v1/dataStreams/contractStatus.json‎

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{
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"name": "contractStatus",
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"displayName": "Contract Status",
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"description": "Status and key dates for contracts belonging to the selected company",
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"tags": ["Contracts"],
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"baseDataSourceName": "httpRequestScopedSingle",
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"timeframes": false,
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"matches": {
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"sourceType": "autotask-company"
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},
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"config": {
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"httpMethod": "get",
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"expandInnerObjects": true,
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"endpointPath": "atservicesrest/v1.0/Contracts/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"eq\",\"field\":\"companyID\",\"value\":{{objects[0].companyId}}}]}",
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"pathToData": "items",
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"paging": {
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"mode": "nextUrl",
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"pageSize": { "realm": "none" },
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"in": {
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"realm": "payload",
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"path": "pageDetails.nextPageUrl"
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}
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}
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},
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"metadata": [
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{ "name": "sourceId", "displayName": "Object ID", "shape": "string", "visible": false },
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{ "name": "id", "displayName": "ID", "sourceType": "autotask-contract", "shape": "string", "visible": false },
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{ "name": "contractName", "displayName": "Contract Name" },
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{ "name": "companyID", "displayName": "Company ID", "sourceType": "autotask-company", "shape": "string", "visible": false },
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{ "name": "companyName", "displayName": "Company", "sourceId": "companyID", "objectPropertyPath": "name" },
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{
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"name": "contractTypeName",
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"displayName": "Contract Type",
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"computed": true,
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"valueExpression": "{{ $['contractType'] == 1 ? 'Time and Materials' : $['contractType'] == 3 ? 'Fixed Price' : $['contractType'] == 4 ? 'Block Hours' : $['contractType'] == 6 ? 'Retainer' : $['contractType'] == 7 ? 'Recurring Service' : $['contractType'] == 8 ? 'Incident' : 'Unknown' }}"
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},
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{
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"name": "statusName",
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"displayName": "Status",
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"computed": true,
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"valueExpression": "{{ $['status'] == 1 ? 'Active' : $['status'] == 2 ? 'Upcoming' : $['status'] == 3 ? 'Cancelled' : $['status'] == 4 ? 'Completed' : $['status'] == 6 ? 'Inactive' : 'Unknown' }}",
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"shape": ["state", {
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"map": {
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"success": ["Active", "Completed"],
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"error": ["Cancelled"],
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"warning": ["Upcoming"],
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"unknown": ["Inactive", "Unknown"]
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}
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}]
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},
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{ "name": "startDate", "displayName": "Start Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
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{ "name": "endDate", "displayName": "End Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
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{ "pattern": ".*" }
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]
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}

‎plugins/AutoTask/v1/dataStreams/contracts.json‎

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{
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"name": "contracts",
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"displayName": "Contracts",
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"baseDataSourceName": "httpRequestUnscoped",
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"visibility": { "type": "hidden" },
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"timeframes": false,
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"config": {
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"httpMethod": "get",
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"expandInnerObjects": true,
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"endpointPath": "atservicesrest/v1.0/Contracts/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
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"pathToData": "items",
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"paging": {
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"mode": "nextUrl",
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"pageSize": { "realm": "none" },
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"in": {
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"realm": "payload",
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"path": "pageDetails.nextPageUrl"
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}
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}
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}
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}

‎plugins/AutoTask/v1/dataStreams/financialHealth.json‎

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{
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"name": "financialHealth",
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"displayName": "Financial Health",
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"description": "Estimated revenue, cost, and hours across all contracts",
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"tags": ["Finance"],
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"baseDataSourceName": "httpRequestUnscoped",
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"timeframes": false,
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"config": {
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"httpMethod": "get",
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"expandInnerObjects": true,
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"endpointPath": "atservicesrest/v1.0/Contracts/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
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"pathToData": "items",
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"paging": {
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"mode": "nextUrl",
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"pageSize": { "realm": "none" },
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"in": {
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"realm": "payload",
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"path": "pageDetails.nextPageUrl"
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}
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}
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},
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"metadata": [
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{ "name": "id", "displayName": "ID", "visible": false, "shape":"string" },
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{ "name": "contractName", "displayName": "Contract Name" },
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{
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"name": "contractTypeName",
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"displayName": "Contract Type",
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"computed": true,
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"valueExpression": "{{ $['contractType'] == 1 ? 'Time and Materials' : $['contractType'] == 3 ? 'Fixed Price' : $['contractType'] == 4 ? 'Block Hours' : $['contractType'] == 6 ? 'Retainer' : $['contractType'] == 7 ? 'Recurring Service' : $['contractType'] == 8 ? 'Incident' : 'Unknown' }}"
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},
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{ "name": "estimatedRevenue", "displayName": "Estimated Revenue", "shape": ["number", { "decimalPlaces": 2 }] },
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{ "name": "estimatedCost", "displayName": "Estimated Cost", "shape": ["number", { "decimalPlaces": 2 }] },
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{ "name": "estimatedHours", "displayName": "Estimated Hours", "shape": ["number", { "decimalPlaces": 2 }] },
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{
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"name": "statusName",
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"displayName": "Status",
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"computed": true,
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"valueExpression": "{{ $['status'] == 1 ? 'Active' : $['status'] == 2 ? 'Upcoming' : $['status'] == 3 ? 'Cancelled' : $['status'] == 4 ? 'Completed' : $['status'] == 6 ? 'Inactive' : 'Unknown' }}",
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"shape": ["state", {
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"map": {
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"success": ["Active", "Completed"],
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"error": ["Cancelled"],
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"warning": ["Upcoming"],
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"unknown": ["Inactive", "Unknown"]
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}
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}]
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},
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{ "pattern": ".*" }
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]
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}

‎plugins/AutoTask/v1/dataStreams/projectStatus.json‎

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{
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"name": "projectStatus",
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"displayName": "Project Status",
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"description": "Status, progress, and schedule for all projects",
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"tags": ["Projects"],
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"baseDataSourceName": "httpRequestUnscoped",
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"timeframes": false,
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"config": {
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"httpMethod": "get",
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"expandInnerObjects": true,
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"endpointPath": "atservicesrest/v1.0/Projects/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
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"pathToData": "items",
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"paging": {
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"mode": "nextUrl",
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"pageSize": { "realm": "none" },
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"in": {
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"realm": "payload",
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"path": "pageDetails.nextPageUrl"
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}
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}
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},
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"metadata": [
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{ "name": "id", "displayName": "ID", "shape": "string" },
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{ "name": "projectName", "displayName": "Project Name" },
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{ "name": "status", "displayName": "Status (Raw)", "shape": ["number", { "decimalPlaces": 0 }], "visible": false },
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{
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"name": "statusName",
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"displayName": "Status",
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"computed": true,
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"valueExpression": "{{ $['status'] == 1 ? 'Active' : $['status'] == 2 ? 'Inactive' : $['status'] == 3 ? 'Completed' : $['status'] == 5 ? 'On Hold' : 'Unknown' }}",
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"shape": ["state", {
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"map": {
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"success": ["Active", "Completed"],
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"warning": ["On Hold"],
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"unknown": ["Inactive", "Unknown"]
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}
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}]
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},
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{ "name": "completedPercentage", "displayName": "Completed %", "shape": ["number", { "decimalPlaces": 0 }] },
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{ "name": "actualHours", "displayName": "Actual Hours", "shape": ["number", { "decimalPlaces": 2 }] },
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{ "name": "estimatedTime", "displayName": "Estimated Hours", "shape": ["number", { "decimalPlaces": 2 }] },
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{ "name": "startDateTime", "displayName": "Start Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
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{ "name": "endDateTime", "displayName": "End Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
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{ "pattern": ".*" }
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]
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}

‎plugins/AutoTask/v1/dataStreams/projects.json‎

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{
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"name": "projects",
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"displayName": "Projects",
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"baseDataSourceName": "httpRequestUnscoped",
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"visibility": { "type": "hidden" },
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"timeframes": false,
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"config": {
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"httpMethod": "get",
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"expandInnerObjects": true,
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"endpointPath": "atservicesrest/v1.0/Projects/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
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"pathToData": "items",
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"paging": {
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"mode": "nextUrl",
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"pageSize": { "realm": "none" },
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"in": {
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"realm": "payload",
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"path": "pageDetails.nextPageUrl"
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}
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}
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}
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}

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