@memberjunction/actions-bizapps-accounting
Version:
Accounting system integration actions for MemberJunction
282 lines • 10.9 kB
JavaScript
;
var __decorate = (this && this.__decorate) || function (decorators, target, key, desc) {
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return c > 3 && r && Object.defineProperty(target, key, r), r;
};
Object.defineProperty(exports, "__esModule", { value: true });
exports.GetBusinessCentralCustomersAction = void 0;
const global_1 = require("@memberjunction/global");
const business_central_base_action_1 = require("../business-central-base.action");
const actions_1 = require("@memberjunction/actions");
/**
* Action to retrieve customers from Microsoft Dynamics 365 Business Central
*/
let GetBusinessCentralCustomersAction = class GetBusinessCentralCustomersAction extends business_central_base_action_1.BusinessCentralBaseAction {
/**
* Description of the action
*/
get Description() {
return 'Retrieves customers from Microsoft Dynamics 365 Business Central with filtering and search options';
}
/**
* Main execution method
*/
async InternalRunAction(params) {
try {
const contextUser = params.ContextUser;
if (!contextUser) {
return {
Success: false,
ResultCode: 'ERROR',
Message: 'Context user is required for Business Central API calls'
};
}
// Store params for base class methods
this.params = params.Params;
// Build filters based on parameters
const filters = [];
// Search text filter
const searchText = this.getParamValue(params.Params, 'SearchText');
if (searchText) {
filters.push(`contains(displayName,'${searchText}') or contains(number,'${searchText}') or contains(email,'${searchText}')`);
}
// Blocked filter
const includeBlocked = this.getParamValue(params.Params, 'IncludeBlocked');
if (!includeBlocked) {
filters.push("blocked eq ' '");
}
// Customer type filter
const customerType = this.getParamValue(params.Params, 'CustomerType');
if (customerType) {
filters.push(`type eq '${customerType}'`);
}
// Balance filters
const minBalance = this.getParamValue(params.Params, 'MinBalance');
if (minBalance !== undefined) {
filters.push(`balance ge ${minBalance}`);
}
const maxBalance = this.getParamValue(params.Params, 'MaxBalance');
if (maxBalance !== undefined) {
filters.push(`balance le ${maxBalance}`);
}
// Overdue filter
const onlyOverdue = this.getParamValue(params.Params, 'OnlyOverdue');
if (onlyOverdue) {
filters.push('overdueAmount gt 0');
}
// Select fields to retrieve
const select = [
'id',
'number',
'displayName',
'type',
'email',
'phoneNumber',
'address',
'city',
'state',
'country',
'postalCode',
'currencyCode',
'paymentTermsId',
'paymentMethodId',
'taxLiable',
'taxAreaId',
'blocked',
'balance',
'overdueAmount',
'totalSalesExcludingTax',
'lastModifiedDateTime'
];
// Order by
const sortBy = this.getParamValue(params.Params, 'SortBy') || 'displayName';
const orderBy = this.mapSortField(sortBy);
// Max results
const maxResults = this.getParamValue(params.Params, 'MaxResults') || 100;
// Execute the query
const response = await this.queryBC('customers', filters, select, undefined, orderBy, maxResults, contextUser);
const bcCustomers = response.value || [];
const customers = bcCustomers.map(customer => this.mapBCCustomer(customer));
// Calculate summary
const summary = this.calculateCustomerSummary(customers);
// Create output parameters
if (!params.Params.find(p => p.Name === 'Customers')) {
params.Params.push({
Name: 'Customers',
Type: 'Output',
Value: customers
});
}
else {
params.Params.find(p => p.Name === 'Customers').Value = customers;
}
if (!params.Params.find(p => p.Name === 'TotalCount')) {
params.Params.push({
Name: 'TotalCount',
Type: 'Output',
Value: customers.length
});
}
else {
params.Params.find(p => p.Name === 'TotalCount').Value = customers.length;
}
if (!params.Params.find(p => p.Name === 'Summary')) {
params.Params.push({
Name: 'Summary',
Type: 'Output',
Value: summary
});
}
else {
params.Params.find(p => p.Name === 'Summary').Value = summary;
}
return {
Success: true,
ResultCode: 'SUCCESS',
Message: `Successfully retrieved ${customers.length} customers from Business Central`
};
}
catch (error) {
const errorMessage = error instanceof Error ? error.message : 'Unknown error occurred';
return {
Success: false,
ResultCode: 'ERROR',
Message: errorMessage
};
}
}
/**
* Map sort field name
*/
mapSortField(sortBy) {
const sortMap = {
'displayName': 'displayName',
'number': 'number',
'balance': 'balance desc',
'overdueAmount': 'overdueAmount desc',
'lastModified': 'lastModifiedDateTime desc'
};
return sortMap[sortBy] || 'displayName';
}
/**
* Map Business Central customer to standard format
*/
mapBCCustomer(bcCustomer) {
return {
id: bcCustomer.id,
number: bcCustomer.number,
displayName: bcCustomer.displayName,
type: bcCustomer.type || 'Company',
email: bcCustomer.email || '',
phoneNumber: bcCustomer.phoneNumber || '',
address: this.mapAddress(bcCustomer.address),
city: bcCustomer.city || '',
state: bcCustomer.state || '',
country: bcCustomer.country || '',
postalCode: bcCustomer.postalCode || '',
currencyCode: bcCustomer.currencyCode || 'USD',
paymentTermsId: bcCustomer.paymentTermsId,
paymentMethodId: bcCustomer.paymentMethodId,
taxLiable: bcCustomer.taxLiable || true,
taxAreaId: bcCustomer.taxAreaId,
blocked: bcCustomer.blocked || ' ',
balance: bcCustomer.balance || 0,
overdueAmount: bcCustomer.overdueAmount || 0,
totalSalesExcludingTax: bcCustomer.totalSalesExcludingTax || 0,
lastModifiedDateTime: this.parseBCDate(bcCustomer.lastModifiedDateTime)
};
}
/**
* Map address object
*/
mapAddress(address) {
if (!address) {
return {};
}
return {
street: address.street,
city: address.city,
state: address.state,
countryLetterCode: address.countryLetterCode,
postalCode: address.postalCode
};
}
/**
* Calculate customer summary statistics
*/
calculateCustomerSummary(customers) {
return {
totalCustomers: customers.length,
activeCustomers: customers.filter(c => c.blocked === ' ').length,
blockedCustomers: customers.filter(c => c.blocked !== ' ').length,
totalBalance: customers.reduce((sum, c) => sum + c.balance, 0),
totalOverdue: customers.reduce((sum, c) => sum + c.overdueAmount, 0),
totalSales: customers.reduce((sum, c) => sum + c.totalSalesExcludingTax, 0),
averageBalance: customers.length > 0
? customers.reduce((sum, c) => sum + c.balance, 0) / customers.length
: 0,
customersWithBalance: customers.filter(c => c.balance > 0).length,
customersWithOverdue: customers.filter(c => c.overdueAmount > 0).length,
customersByType: customers.reduce((acc, c) => {
acc[c.type] = (acc[c.type] || 0) + 1;
return acc;
}, {})
};
}
/**
* Define the parameters for this action
*/
get Params() {
const baseParams = this.getCommonAccountingParams();
const specificParams = [
{
Name: 'SearchText',
Type: 'Input',
Value: null
},
{
Name: 'IncludeBlocked',
Type: 'Input',
Value: false
},
{
Name: 'CustomerType',
Type: 'Input',
Value: null
},
{
Name: 'MinBalance',
Type: 'Input',
Value: null
},
{
Name: 'MaxBalance',
Type: 'Input',
Value: null
},
{
Name: 'OnlyOverdue',
Type: 'Input',
Value: false
},
{
Name: 'SortBy',
Type: 'Input',
Value: 'displayName'
},
{
Name: 'MaxResults',
Type: 'Input',
Value: 100
}
];
return [...baseParams, ...specificParams];
}
};
exports.GetBusinessCentralCustomersAction = GetBusinessCentralCustomersAction;
exports.GetBusinessCentralCustomersAction = GetBusinessCentralCustomersAction = __decorate([
(0, global_1.RegisterClass)(actions_1.BaseAction, 'GetBusinessCentralCustomersAction')
], GetBusinessCentralCustomersAction);
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