Mark Autotask plugin as labs, help improvements and minor clean-up

plugins/AutoTask/v1/cspell.json

@@ -1,6 +1,6 @@
 {
     "words": [
-        "AutoTask",
+        "Autotask",
         "Datto",
         "itsm"
     ]

plugins/AutoTask/v1/custom_types.json

@@ -7,42 +7,42 @@
         "plural": "Companies"
     },
     {
-        "name": "AutotaskContact",
+        "name": "Autotask Contact",
         "sourceType": "autotask-contact",
         "icon": "user",
         "singular": "Contact",
         "plural": "Contacts"
     },
     {
-        "name": "AutotaskProject",
+        "name": "Autotask Project",
         "sourceType": "autotask-project",
         "icon": "folder-kanban",
         "singular": "Project",
         "plural": "Projects"
     },
     {
-        "name": "AutotaskResource",
+        "name": "Autotask Resource",
         "sourceType": "autotask-resource",
         "icon": "hard-hat",
         "singular": "Resource",
         "plural": "Resources"
     },
     {
-        "name": "AutotaskContract",
+        "name": "Autotask Contract",
         "sourceType": "autotask-contract",
         "icon": "file-text",
         "singular": "Contract",
         "plural": "Contracts"
     },
     {
-        "name": "AutotaskTicketStatus",
+        "name": "Autotask Ticket Status",
         "sourceType": "autotask-ticket-status",
         "icon": "circle-dot",
         "singular": "Ticket Status",
         "plural": "Ticket Statuses"
     },
     {
-        "name": "AutotaskTicketPriority",
+        "name": "Autotask Ticket Priority",
         "sourceType": "autotask-ticket-priority",
         "icon": "arrow-up-circle",
         "singular": "Ticket Priority",

plugins/AutoTask/v1/dataStreams/companies.json

@@ -1,8 +1,7 @@
 {
     "name": "companies",
     "displayName": "Companies",
-    "description": "All active companies in AutoTask",
-    "tags": ["Companies"],
+    "description": "All active companies in Autotask",
     "baseDataSourceName": "httpRequestUnscoped",
     "timeframes": false,
     "config": {
@@ -20,7 +19,9 @@
         }
     },
     "metadata": [
+        { "name": "id", "displayName": "ID", "sourceType": "autotask-company", "shape": "string", "visible": false },
         { "name": "companyName", "displayName": "Company Name" },
+        { "sourceId": "id", "sourceType": "autotask-company", "name": "companyName" },
         { "name": "isActive", "displayName": "Is Active" },
         { "name": "phone", "displayName": "Phone" },
         { "name": "address1", "displayName": "Address" },

plugins/AutoTask/v1/dataStreams/contacts.json

@@ -1,6 +1,7 @@
 {
     "name": "contacts",
     "displayName": "Contacts",
+    "description": "All active contacts in Autotask",
     "baseDataSourceName": "httpRequestUnscoped",
     "visibility": { "type": "hidden" },
     "timeframes": false,

plugins/AutoTask/v1/dataStreams/contractStatus.json

@@ -2,7 +2,6 @@
     "name": "contractStatus",
     "displayName": "Contract Status",
     "description": "Status and key dates for contracts belonging to the selected company",
-    "tags": ["Contracts"],
     "baseDataSourceName": "httpRequestScopedSingle",
     "timeframes": false,
     "matches": {
@@ -28,6 +27,7 @@
         { "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" },
+        { "sourceId": "companyID", "sourceType": "autotask-company", "name": "companyName" },
         {
             "name": "contractTypeName",
             "displayName": "Contract Type",

plugins/AutoTask/v1/dataStreams/contracts.json

@@ -1,6 +1,7 @@
 {
     "name": "contracts",
     "displayName": "Contracts",
+    "description": "All contracts in Autotask",
     "baseDataSourceName": "httpRequestUnscoped",
     "visibility": { "type": "hidden" },
     "timeframes": false,

plugins/AutoTask/v1/dataStreams/financialHealth.json

@@ -2,7 +2,6 @@
     "name": "financialHealth",
     "displayName": "Financial Health",
     "description": "Estimated revenue, cost, and hours across all contracts",
-    "tags": ["Finance"],
     "baseDataSourceName": "httpRequestUnscoped",
     "timeframes": false,
     "config": {

plugins/AutoTask/v1/dataStreams/projectStatus.json

@@ -2,7 +2,6 @@
     "name": "projectStatus",
     "displayName": "Project Status",
     "description": "Status, progress, and schedule for all projects",
-    "tags": ["Projects"],
     "baseDataSourceName": "httpRequestUnscoped",
     "timeframes": false,
     "config": {

plugins/AutoTask/v1/dataStreams/projects.json

@@ -1,6 +1,7 @@
 {
     "name": "projects",
     "displayName": "Projects",
+    "description": "All projects in Autotask",
     "baseDataSourceName": "httpRequestUnscoped",
     "visibility": { "type": "hidden" },
     "timeframes": false,

plugins/AutoTask/v1/dataStreams/resourceUtilisation.json

@@ -2,7 +2,6 @@
     "name": "resourceUtilisation",
     "displayName": "Resource Utilization",
     "description": "Time entries logged by resources within the selected timeframe",
-    "tags": ["Resources"],
     "baseDataSourceName": "httpRequestUnscoped",
     "timeframes": true,
     "config": {

plugins/AutoTask/v1/dataStreams/resources.json

@@ -1,6 +1,7 @@
 {
     "name": "resources",
     "displayName": "Resources",
+    "description": "All active resources in Autotask",
     "baseDataSourceName": "httpRequestUnscoped",
     "visibility": { "type": "hidden" },
     "timeframes": false,

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

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

plugins/AutoTask/v1/dataStreams/surveyResults.json

@@ -2,7 +2,6 @@
     "name": "surveyResults",
     "displayName": "Survey Results",
     "description": "Survey results submitted within the selected timeframe",
-    "tags": ["Surveys"],
     "baseDataSourceName": "httpRequestUnscoped",
     "timeframes": true,
     "config": {

plugins/AutoTask/v1/dataStreams/ticketPriorities.json

@@ -1,8 +1,7 @@
 {
     "name": "ticketPriorities",
     "displayName": "Ticket Priorities",
-    "description": "All ticket priorities from AutoTask",
-    "tags": ["Tickets"],
+    "description": "All ticket priorities from Autotask",
     "baseDataSourceName": "httpRequestUnscoped",
     "visibility": { "type": "hidden" },
     "timeframes": false,

plugins/AutoTask/v1/dataStreams/ticketStatuses.json

@@ -1,8 +1,7 @@
 {
     "name": "ticketStatuses",
     "displayName": "Ticket Statuses",
-    "description": "All active ticket statuses from AutoTask, including custom statuses",
-    "tags": ["Tickets"],
+    "description": "All active ticket statuses from Autotask, including custom statuses",
     "baseDataSourceName": "httpRequestUnscoped",
     "visibility": { "type": "hidden" },
     "timeframes": false,

plugins/AutoTask/v1/dataStreams/tickets.json

@@ -2,7 +2,6 @@
     "name": "tickets",
     "displayName": "Tickets",
     "description": "Tickets with last activity within the selected timeframe",
-    "tags": ["Tickets"],
     "baseDataSourceName": "httpRequestScoped",
     "timeframes": true,
     "matches": {
@@ -57,6 +56,7 @@
         { "name": "priority", "displayName": "Priority (Raw)", "sourceType": "autotask-ticket-priority", "shape": "string", "visible": false },
         { "name": "companyID", "sourceType": "autotask-company", "shape": "string", "visible": false },
         { "name": "companyName", "displayName": "Company", "sourceId": "companyID", "objectPropertyPath": "name" },
+        { "sourceId": "companyID", "sourceType": "autotask-company", "name": "companyName" },
         { "name": "contactID", "sourceType": "autotask-contact", "shape": "string", "visible": false },
         { "name": "contactName", "displayName": "Contact", "sourceId": "contactID", "objectPropertyPath": "name" },
         { "name": "contractID", "sourceType": "autotask-contract", "shape": "string", "visible": false },
@@ -65,14 +65,14 @@
         { "name": "assignedResourceName", "displayName": "Assigned Resource", "sourceId": "assignedResourceID", "objectPropertyPath": "name" },
         { "name": "completedByResourceID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
         { "name": "completedByResourceName", "displayName": "Completed By", "sourceId": "completedByResourceID", "objectPropertyPath": "name" },
-        { "name": "firstresponeassignedresourceID", "displayName": "First Response Assigned Resource ID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
-        { "name": "firstResponseAssignedResourceName", "displayName": "First Response Resource", "sourceId": "firstresponeassignedresourceID", "objectPropertyPath": "name" },
+        { "name": "firstResponseAssignedResourceID", "displayName": "First Response Assigned Resource ID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
+        { "name": "firstResponseAssignedResourceName", "displayName": "First Response Resource", "sourceId": "firstResponseAssignedResourceID", "objectPropertyPath": "name" },
         { "name": "lastActivityResourceID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
-        { "name": "lastActivityResourceName", "displayName": "Last Activity Resource", "sourceId": "LastActivityResourceID", "objectPropertyPath": "name" },
+        { "name": "lastActivityResourceName", "displayName": "Last Activity Resource", "sourceId": "lastActivityResourceID", "objectPropertyPath": "name" },
         { "name": "issueType", "displayName": "Issue Type" },
         { "name": "resolution", "displayName": "Resolution" },
         { "name": "creatorResourceID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
-        { "name": "creatorResourceName", "displayName": "Creator", "sourceId": "CreatorResourceID", "objectPropertyPath": "name" },
+        { "name": "creatorResourceName", "displayName": "Creator", "sourceId": "creatorResourceID", "objectPropertyPath": "name" },
         { "name": "lastActivityDate", "displayName": "Last Activity Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
         { "name": "dueDateTime", "displayName": "Due Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
         { "name": "apiVendorID", "displayName": "API Vendor ID", "shape": "string", "visible": false },

plugins/AutoTask/v1/docs/README.md

@@ -1,4 +1,6 @@
-# Before you start
+Connect to Datto Autotask PSA to monitor tickets, contracts, projects, resources, and company data.
+
+## Before you start
 
 You will need an Autotask account with admin access to create an API User. API Users are a dedicated account type in Autotask used for system integrations. They are separate from regular user accounts and cannot log in to the Autotask UI.
 
@@ -9,7 +11,7 @@ You will need an Autotask account with admin access to create an API User. API U
 3. Complete the required fields in the **General** section, including **Email Address**. This address is only used to notify you if the integration has a problem, and it is **not** the API Username
 4. Set **Security Level** to an API User (API-only) level with read access to the entities you want to monitor
 5. In the **Credentials** section, click **Generate Key** to create the **Username (Key)**, and **Generate Secret** to create the **Password (Secret)**. Let Autotask generate both rather than typing your own, so they are formatted correctly
-6. In the **API Tracking Identifier** section, select your **Integration Vendor**, or choose **Custom (Internal Integration)** to generate an identifier. This value is the **API Integration Code**
+6. In the **API Tracking Identifier** section, select **Squared Up** as your **Integration Vendor**. Its **API Integration Code** is `FWAABGUO7E7BBHD3PQMLWCGLGY` — enter this value when configuring the plugin
 7. Save the record, then copy the Username (Key), Password (Secret) and tracking identifier somewhere safe. The secret cannot be retrieved again after you leave the page
 
 The API User must have sufficient security permissions to read the entities you want to monitor (Companies, Tickets, Contracts, Projects, Resources, and Survey Results).
@@ -38,5 +40,5 @@ Enter the full base including `https://`.
 |---|---|
 | **Zone URL** | Derived from your Autotask login URL. See above |
 | **API Username** | API User record > Credentials > **Username (Key)** |
-| **API Integration Code** | API User record > **API Tracking Identifier** |
+| **API Integration Code** | The **Squared Up** Integration Vendor code is `FWAABGUO7E7BBHD3PQMLWCGLGY` |
 | **API Secret** | API User record > Credentials > **Password (Secret)** |

plugins/AutoTask/v1/metadata.json

@@ -1,10 +1,10 @@
 {
     "name": "autotask",
     "displayName": "Autotask",
-    "version": "1.0.5",
+    "version": "1.0.6",
     "author": {
-        "name": "@TimWheeler-SQUP",
-        "type": "community"
+        "name": "SquaredUp Labs",
+        "type": "labs"
     },
     "description": "Monitor tickets, contracts, projects, resources, and company data from Datto Autotask PSA.",
     "category": "Service Management",

plugins/AutoTask/v1/ui.json

@@ -13,7 +13,7 @@
     {
         "type": "text",
         "name": "userName",
-        "label": "API Username",
+        "label": "API username",
         "placeholder": "A1B2C3D4E5F6@yourdomain.com",
         "help": "On the Autotask API User record, this is **Credentials > Username (Key)**, created with the **Generate Key** button. It is not the **Email Address** field on the General section, even though the Username is formatted like an email address.",
         "validation": {
@@ -23,7 +23,7 @@
     {
         "type": "password",
         "name": "integrationCode",
-        "label": "API Integration Code",
+        "label": "API integration code",
         "help": "On the Autotask API User record, this is the identifier under **API Tracking Identifier**. Select an Integration Vendor, or choose **Custom (Internal Integration)** to generate one.",
         "validation": {
             "required": true
@@ -32,7 +32,7 @@
     {
         "type": "password",
         "name": "secret",
-        "label": "API Secret",
+        "label": "API secret",
         "help": "On the Autotask API User record, this is **Credentials > Password (Secret)**, created with the **Generate Secret** button.",
         "validation": {
             "required": true