AutoTask LCP

.github/CODEOWNERS

@@ -4,6 +4,7 @@
 /.github/*           @squaredup/community-moderators
 
 # Request review from original author
+plugins/AutoTask/*  @TimWheeler-SQUP
 plugins/DattoRMM/*  @TimWheeler-SQUP
 plugins/DigiCert/*  @shaswot77
 plugins/FantasyPremierLeague/*  @TimWheeler-SQUP

plugins/AutoTask/v1/configValidation.json

@@ -0,0 +1,11 @@
+{
+    "steps": [
+        {
+            "displayName": "Autotask connection",
+            "dataStream": { "name": "companies", "timeframe": "none" },
+            "success": "Successfully connected to Autotask",
+            "error": "Cannot connect to Autotask — check your Zone URL, Integration Code, Username and Secret",
+            "required": true
+        }
+    ]
+}

plugins/AutoTask/v1/custom_types.json

@@ -0,0 +1,37 @@
+[
+    {
+        "name": "Autotask Company",
+        "sourceType": "autotask-company",
+        "icon": "building-2",
+        "singular": "Company",
+        "plural": "Companies"
+    },
+    {
+        "name": "AutotaskContact",
+        "sourceType": "autotask-contact",
+        "icon": "user",
+        "singular": "Contact",
+        "plural": "Contacts"
+    },
+    {
+        "name": "AutotaskProject",
+        "sourceType": "autotask-project",
+        "icon": "folder-kanban",
+        "singular": "Project",
+        "plural": "Projects"
+    },
+    {
+        "name": "AutotaskResource",
+        "sourceType": "autotask-resource",
+        "icon": "hard-hat",
+        "singular": "Resource",
+        "plural": "Resources"
+    },
+    {
+        "name": "AutotaskContract",
+        "sourceType": "autotask-contract",
+        "icon": "file-text",
+        "singular": "Contract",
+        "plural": "Contracts"
+    }
+]

plugins/AutoTask/v1/dataStreams/companies.json

@@ -0,0 +1,36 @@
+{
+    "name": "companies",
+    "displayName": "Companies",
+    "description": "All active companies in AutoTask",
+    "tags": ["Companies"],
+    "baseDataSourceName": "httpRequestUnscoped",
+    "timeframes": false,
+    "config": {
+        "httpMethod": "get",
+        "expandInnerObjects": true,
+        "endpointPath": "atservicesrest/v1.0/Companies/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
+        "pathToData": "items",
+        "paging": {
+            "mode": "nextUrl",
+            "pageSize": { "realm": "none" },
+            "in": {
+                "realm": "payload",
+                "path": "pageDetails.nextPageUrl"
+            }
+        }
+    },
+    "metadata": [
+        { "name": "companyName", "displayName": "Company Name" },
+        { "name": "isActive", "displayName": "Is Active" },
+        { "name": "phone", "displayName": "Phone" },
+        { "name": "address1", "displayName": "Address" },
+        { "name": "city", "displayName": "City" },
+        { "name": "state", "displayName": "State" },
+        { "name": "postalCode", "displayName": "Postal Code" },
+        { "name": "country", "displayName": "Country" },
+        { "name": "createDate", "displayName": "Created Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
+        { "name": "ownerResourceID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
+        { "name": "ownerResourceName", "displayName": "Owner", "sourceId": "ownerResourceID", "objectPropertyPath": "name" },
+        { "pattern": ".*" }
+    ]
+}

plugins/AutoTask/v1/dataStreams/contacts.json

@@ -0,0 +1,31 @@
+{
+    "name": "contacts",
+    "displayName": "Contacts",
+    "baseDataSourceName": "httpRequestUnscoped",
+    "visibility": { "type": "hidden" },
+    "timeframes": false,
+    "config": {
+        "httpMethod": "get",
+        "expandInnerObjects": true,
+        "endpointPath": "atservicesrest/v1.0/Contacts/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
+        "pathToData": "items",
+        "paging": {
+            "mode": "nextUrl",
+            "pageSize": { "realm": "none" },
+            "in": {
+                "realm": "payload",
+                "path": "pageDetails.nextPageUrl"
+            }
+        }
+    },
+    "metadata": [
+        { "name": "id", "displayName": "ID", "shape": "string" },
+        {
+            "name": "fullName",
+            "displayName": "Full Name",
+            "computed": true,
+            "valueExpression": "{{ $['firstName'] + ' ' + $['lastName'] }}"
+        },
+        { "pattern": ".*" }
+    ]
+}

plugins/AutoTask/v1/dataStreams/contractStatus.json

@@ -0,0 +1,55 @@
+{
+    "name": "contractStatus",
+    "displayName": "Contract Status",
+    "description": "Status and key dates for contracts belonging to the selected company",
+    "tags": ["Contracts"],
+    "baseDataSourceName": "httpRequestScopedSingle",
+    "timeframes": false,
+    "matches": {
+        "sourceType": "autotask-company"
+    },
+    "config": {
+        "httpMethod": "get",
+        "expandInnerObjects": true,
+        "endpointPath": "atservicesrest/v1.0/Contracts/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"eq\",\"field\":\"companyID\",\"value\":{{objects[0].companyId}}}]}",
+        "pathToData": "items",
+        "paging": {
+            "mode": "nextUrl",
+            "pageSize": { "realm": "none" },
+            "in": {
+                "realm": "payload",
+                "path": "pageDetails.nextPageUrl"
+            }
+        }
+    },
+    "metadata": [
+        { "name": "sourceId", "displayName": "Object ID", "shape": "string", "visible": false },
+        { "name": "id", "displayName": "ID", "sourceType": "autotask-contract", "shape": "string", "visible": false },
+        { "name": "contractName", "displayName": "Contract Name" },
+        { "name": "companyID", "displayName": "Company ID", "sourceType": "autotask-company", "shape": "string", "visible": false },
+        { "name": "companyName", "displayName": "Company", "sourceId": "companyID", "objectPropertyPath": "name" },
+        {
+            "name": "contractTypeName",
+            "displayName": "Contract Type",
+            "computed": true,
+            "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' }}"
+        },
+        {
+            "name": "statusName",
+            "displayName": "Status",
+            "computed": true,
+            "valueExpression": "{{ $['status'] == 1 ? 'Active' : $['status'] == 2 ? 'Upcoming' : $['status'] == 3 ? 'Cancelled' : $['status'] == 4 ? 'Completed' : $['status'] == 6 ? 'Inactive' : 'Unknown' }}",
+            "shape": ["state", {
+                "map": {
+                    "success": ["Active", "Completed"],
+                    "error": ["Cancelled"],
+                    "warning": ["Upcoming"],
+                    "unknown": ["Inactive", "Unknown"]
+                }
+            }]
+        },
+        { "name": "startDate", "displayName": "Start Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
+        { "name": "endDate", "displayName": "End Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
+        { "pattern": ".*" }
+    ]
+}

plugins/AutoTask/v1/dataStreams/contracts.json

@@ -0,0 +1,21 @@
+{
+    "name": "contracts",
+    "displayName": "Contracts",
+    "baseDataSourceName": "httpRequestUnscoped",
+    "visibility": { "type": "hidden" },
+    "timeframes": false,
+    "config": {
+        "httpMethod": "get",
+        "expandInnerObjects": true,
+        "endpointPath": "atservicesrest/v1.0/Contracts/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
+        "pathToData": "items",
+        "paging": {
+            "mode": "nextUrl",
+            "pageSize": { "realm": "none" },
+            "in": {
+                "realm": "payload",
+                "path": "pageDetails.nextPageUrl"
+            }
+        }
+    }
+}

plugins/AutoTask/v1/dataStreams/financialHealth.json

@@ -0,0 +1,50 @@
+{
+    "name": "financialHealth",
+    "displayName": "Financial Health",
+    "description": "Estimated revenue, cost, and hours across all contracts",
+    "tags": ["Finance"],
+    "baseDataSourceName": "httpRequestUnscoped",
+    "timeframes": false,
+    "config": {
+        "httpMethod": "get",
+        "expandInnerObjects": true,
+        "endpointPath": "atservicesrest/v1.0/Contracts/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
+        "pathToData": "items",
+        "paging": {
+            "mode": "nextUrl",
+            "pageSize": { "realm": "none" },
+            "in": {
+                "realm": "payload",
+                "path": "pageDetails.nextPageUrl"
+            }
+        }
+    },
+    "metadata": [
+        { "name": "id", "displayName": "ID", "visible": false, "shape":"string" },
+        { "name": "contractName", "displayName": "Contract Name" },
+        {
+            "name": "contractTypeName",
+            "displayName": "Contract Type",
+            "computed": true,
+            "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' }}"
+        },
+        { "name": "estimatedRevenue", "displayName": "Estimated Revenue", "shape": ["number", { "decimalPlaces": 2 }] },
+        { "name": "estimatedCost", "displayName": "Estimated Cost", "shape": ["number", { "decimalPlaces": 2 }] },
+        { "name": "estimatedHours", "displayName": "Estimated Hours", "shape": ["number", { "decimalPlaces": 2 }] },
+        {
+            "name": "statusName",
+            "displayName": "Status",
+            "computed": true,
+            "valueExpression": "{{ $['status'] == 1 ? 'Active' : $['status'] == 2 ? 'Upcoming' : $['status'] == 3 ? 'Cancelled' : $['status'] == 4 ? 'Completed' : $['status'] == 6 ? 'Inactive' : 'Unknown' }}",
+            "shape": ["state", {
+                "map": {
+                    "success": ["Active", "Completed"],
+                    "error": ["Cancelled"],
+                    "warning": ["Upcoming"],
+                    "unknown": ["Inactive", "Unknown"]
+                }
+            }]
+        },
+        { "pattern": ".*" }
+    ]
+}

plugins/AutoTask/v1/dataStreams/projectStatus.json

@@ -0,0 +1,46 @@
+{
+    "name": "projectStatus",
+    "displayName": "Project Status",
+    "description": "Status, progress, and schedule for all projects",
+    "tags": ["Projects"],
+    "baseDataSourceName": "httpRequestUnscoped",
+    "timeframes": false,
+    "config": {
+        "httpMethod": "get",
+        "expandInnerObjects": true,
+        "endpointPath": "atservicesrest/v1.0/Projects/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
+        "pathToData": "items",
+        "paging": {
+            "mode": "nextUrl",
+            "pageSize": { "realm": "none" },
+            "in": {
+                "realm": "payload",
+                "path": "pageDetails.nextPageUrl"
+            }
+        }
+    },
+    "metadata": [
+        { "name": "id", "displayName": "ID", "shape": "string" },
+        { "name": "projectName", "displayName": "Project Name" },
+        { "name": "status", "displayName": "Status (Raw)", "shape": ["number", { "decimalPlaces": 0 }], "visible": false },
+        {
+            "name": "statusName",
+            "displayName": "Status",
+            "computed": true,
+            "valueExpression": "{{ $['status'] == 1 ? 'Active' : $['status'] == 2 ? 'Inactive' : $['status'] == 3 ? 'Completed' : $['status'] == 5 ? 'On Hold' : 'Unknown' }}",
+            "shape": ["state", {
+                "map": {
+                    "success": ["Active", "Completed"],
+                    "warning": ["On Hold"],
+                    "unknown": ["Inactive", "Unknown"]
+                }
+            }]
+        },
+        { "name": "completedPercentage", "displayName": "Completed %", "shape": ["number", { "decimalPlaces": 0 }] },
+        { "name": "actualHours", "displayName": "Actual Hours", "shape": ["number", { "decimalPlaces": 2 }] },
+        { "name": "estimatedTime", "displayName": "Estimated Hours", "shape": ["number", { "decimalPlaces": 2 }] },
+        { "name": "startDateTime", "displayName": "Start Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
+        { "name": "endDateTime", "displayName": "End Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
+        { "pattern": ".*" }
+    ]
+}

plugins/AutoTask/v1/dataStreams/projects.json

@@ -0,0 +1,21 @@
+{
+    "name": "projects",
+    "displayName": "Projects",
+    "baseDataSourceName": "httpRequestUnscoped",
+    "visibility": { "type": "hidden" },
+    "timeframes": false,
+    "config": {
+        "httpMethod": "get",
+        "expandInnerObjects": true,
+        "endpointPath": "atservicesrest/v1.0/Projects/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
+        "pathToData": "items",
+        "paging": {
+            "mode": "nextUrl",
+            "pageSize": { "realm": "none" },
+            "in": {
+                "realm": "payload",
+                "path": "pageDetails.nextPageUrl"
+            }
+        }
+    }
+}

plugins/AutoTask/v1/dataStreams/resourceUtilisation.json

@@ -0,0 +1,33 @@
+{
+    "name": "resourceUtilisation",
+    "displayName": "Resource Utilization",
+    "description": "Time entries logged by resources within the selected timeframe",
+    "tags": ["Resources"],
+    "baseDataSourceName": "httpRequestUnscoped",
+    "timeframes": true,
+    "config": {
+        "httpMethod": "get",
+        "expandInnerObjects": true,
+        "endpointPath": "atservicesrest/v1.0/TimeEntries/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"gte\",\"field\":\"dateWorked\",\"value\":\"{{timeframe.start}}\"},{\"op\":\"lte\",\"field\":\"dateWorked\",\"value\":\"{{timeframe.end}}\"}]}",
+        "pathToData": "items",
+        "paging": {
+            "mode": "nextUrl",
+            "pageSize": { "realm": "none" },
+            "in": {
+                "realm": "payload",
+                "path": "pageDetails.nextPageUrl"
+            }
+        }
+    },
+    "metadata": [
+        { "name": "id", "displayName": "ID", "visible": false,"shape":"string" },
+        { "name": "resourceID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
+        { "name": "resourceName", "displayName": "Resource", "sourceId": "resourceID", "objectPropertyPath": "name" },
+        { "name": "dateWorked", "displayName": "Date Worked", "shape": ["date", { "timeZone": "Etc/UTC" }] },
+        { "name": "hoursWorked", "displayName": "Hours Worked", "shape": ["number", { "decimalPlaces": 2 }] },
+        { "name": "hoursToBill", "displayName": "Hours to Bill", "shape": ["number", { "decimalPlaces": 2 }] },
+        { "name": "billingCodeID", "displayName": "Billing Code ID" },
+        { "name": "ticketID", "displayName": "Ticket ID" },
+        { "pattern": ".*" }
+    ]
+}

plugins/AutoTask/v1/dataStreams/resources.json

@@ -0,0 +1,31 @@
+{
+    "name": "resources",
+    "displayName": "Resources",
+    "baseDataSourceName": "httpRequestUnscoped",
+    "visibility": { "type": "hidden" },
+    "timeframes": false,
+    "config": {
+        "httpMethod": "get",
+        "expandInnerObjects": true,
+        "endpointPath": "atservicesrest/v1.0/Resources/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}",
+        "pathToData": "items",
+        "paging": {
+            "mode": "nextUrl",
+            "pageSize": { "realm": "none" },
+            "in": {
+                "realm": "payload",
+                "path": "pageDetails.nextPageUrl"
+            }
+        }
+    },
+    "metadata": [
+        { "name": "id", "displayName": "ID", "shape": "string" },
+        {
+            "name": "fullName",
+            "displayName": "Full Name",
+            "computed": true,
+            "valueExpression": "{{ $['firstName'] + ' ' + $['lastName'] }}"
+        },
+        { "pattern": ".*" }
+    ]
+}

plugins/AutoTask/v1/dataStreams/scripts/tickets.js

@@ -0,0 +1,2 @@
+const selectedIds = new Set(context.objects.map(o => String(o.companyId)));
+result = (data.items ?? []).filter(ticket => selectedIds.has(String(ticket.companyID)));