[ACTION] Expensify | Create Report

Author: jcortes

components/expensify/actions/create-expense/create-expense.ts

@@ -3,16 +3,17 @@ import expensify from "../../app/expensify.app";
 
 export default defineAction({
   key: "expensify-create-expense",
-  version: "0.0.2",
+  version: "0.0.3",
   name: "Create Expense",
   description: "Creates a new expense. [See docs here](https://integrations.expensify.com/Integration-Server/doc/#expense-creator)",
   type: "action",
   props: {
     expensify,
     employeeEmail: {
-      label: "Employee Email",
-      description: "The expenses will be created in this account.",
-      type: "string",
+      propDefinition: [
+        expensify,
+        "employeeEmail",
+      ],
     },
     currency: {
       label: "Currency",

components/expensify/actions/create-report/create-report.ts

@@ -0,0 +1,111 @@
+import { defineAction } from "@pipedream/types";
+import app from "../../app/expensify.app";
+import utils from "../../common/utils";
+
+export default defineAction({
+  key: "expensify-create-report",
+  version: "0.0.1",
+  name: "Create Report",
+  description: "Creates a new report with transactions in a user's account. [See docs here](https://integrations.expensify.com/Integration-Server/doc/#report-creator)",
+  type: "action",
+  props: {
+    app,
+    employeeEmail: {
+      description: "The report will be created in this account.",
+      propDefinition: [
+        app,
+        "employeeEmail",
+      ],
+    },
+    policyId: {
+      propDefinition: [
+        app,
+        "policyId",
+        ({ employeeEmail }) => ({
+          userEmail: employeeEmail,
+        }),
+      ],
+    },
+    reportTitle: {
+      label: "Report Title",
+      description: "The title of the report that will be created.",
+      type: "string",
+    },
+    expenses: {
+      type: "string[]",
+      label: "Expenses",
+      description: `Array of expense objects to include in the report. Each expense should be a JSON object with the following required fields:
+
+- \`date\`: The date the expense was made (format yyyy-mm-dd)
+- \`currency\`: Three-letter currency code (e.g., "USD", "EUR", "CAD")
+- \`merchant\`: The name of the merchant
+- \`amount\`: The amount in cents (e.g., 2500 for $25.00)
+
+**Example:**
+\`\`\`json
+[
+  {
+    "date": "2024-01-15",
+    "currency": "USD", 
+    "merchant": "Hotel ABC",
+    "amount": 15000
+  },
+  {
+    "date": "2024-01-16",
+    "currency": "USD",
+    "merchant": "Restaurant XYZ", 
+    "amount": 5000
+  }
+]
+\`\`\``,
+    },
+    reportFields: {
+      type: "object",
+      label: "Report Fields",
+      description: `Custom fields for the report as a JSON object. Use this to set values for custom report fields in your Expensify policy.
+
+- \`Key format\`: Field names should have all non-alphanumerical characters replaced with underscores (_)
+- \`Value format\`: String values for the corresponding field
+
+**Example:**
+\`\`\`json
+{
+  "reason_of_trip": "Business meetings with clients",
+  "employees": "3",
+  "department": "Sales",
+  "project_code": "PROJ_2024_001"
+}
+\`\`\``,
+      optional: true,
+    },
+  },
+  async run({ $ }) {
+    const {
+      policyId,
+      employeeEmail,
+      reportTitle,
+      reportFields,
+      expenses,
+    } = this;
+
+    const response = await this.app.createReport({
+      $,
+      data: {
+        employeeEmail,
+        policyID: policyId,
+        report: {
+          title: reportTitle,
+          ...(reportFields && {
+            fields: utils.parseJson(reportFields),
+          }),
+        },
+        expenses: utils.parseArray(expenses),
+      },
+    });
+
+    $.export("$summary", `Successfully created report \`${response.reportName}\` with ID \`${response.reportID}\``);
+
+    return response;
+  },
+});
+

components/expensify/actions/export-report-to-pdf/export-report-to-pdf.ts

@@ -4,7 +4,7 @@ import fs from "fs";
 
 export default defineAction({
   key: "expensify-export-report-to-pdf",
-  version: "0.0.2",
+  version: "0.0.3",
   name: "Export Report To PDF",
   description: "Export a report to PDF. [See docs here](https://integrations.expensify.com/Integration-Server/doc/#report-exporter)",
   type: "action",

components/expensify/app/expensify.app.ts

@@ -5,7 +5,29 @@ import qs from "qs";
 export default defineApp({
   type: "app",
   app: "expensify",
-  propDefinitions: {},
+  propDefinitions: {
+    employeeEmail: {
+      type: "string",
+      label: "Employee Email",
+      description: "The expenses will be created in this account.",
+    },
+    policyId: {
+      type: "string",
+      label: "Policy ID",
+      description: "Select the policy where the report will be created.",
+      async options({ userEmail }) {
+        const { policyList } = await this.getPolicyList({
+          userEmail,
+        });
+        return policyList?.map(({
+          id: value, name: label,
+        }) => ({
+          label,
+          value,
+        })) || [];
+      },
+    },
+  },
   methods: {
     _partnerUserId() {
       return this.$auth.partnerUserId;
@@ -17,20 +39,31 @@ export default defineApp({
       return "https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations";
     },
     async _makeRequest(options: any = {}, $ = this) {
-      return axios($, {
+      const {
+        extraFormUrlencodedData,
+        data,
+        ...rest
+      } = options;
+      const response = await axios($, {
         url: `${this._apiUrl()}`,
-        ...options,
+        ...rest,
         data: qs.stringify({
           requestJobDescription: JSON.stringify({
             credentials: {
               partnerUserID: this._partnerUserId(),
               partnerUserSecret: this._partnerUserSecret(),
             },
-            ...options?.data,
+            ...data,
           }),
-          ...options?.extraFormUrlencodedData,
+          ...extraFormUrlencodedData,
         }),
       });
+
+      if (response.responseCode < 200 || response.responseCode >= 300) {
+        throw new Error(JSON.stringify(response, null, 2));
+      }
+
+      return response;
     },
     async createExpense({
       $, data,
@@ -46,6 +79,35 @@ export default defineApp({
         },
       }, $);
     },
+    async createReport({
+      $, data,
+    }) {
+      return this._makeRequest({
+        method: "post",
+        data: {
+          type: "create",
+          inputSettings: {
+            type: "report",
+            ...data,
+          },
+        },
+      }, $);
+    },
+    async getPolicyList({
+      $, userEmail, adminOnly = true,
+    }) {
+      return this._makeRequest({
+        method: "post",
+        data: {
+          type: "get",
+          inputSettings: {
+            type: "policyList",
+            adminOnly,
+            ...(userEmail && { userEmail }),
+          },
+        },
+      }, $);
+    },
     async updateCustomer({
       $, data,
     }) {

components/expensify/common/utils.ts

@@ -0,0 +1,68 @@
+const parseJson = (input, maxDepth = 100) => {
+  const seen = new WeakSet();
+  const parse = (value) => {
+    if (maxDepth <= 0) {
+      return value;
+    }
+    if (typeof(value) === "string") {
+      // Only parse if the string looks like a JSON object or array
+      const trimmed = value.trim();
+      if (
+        (trimmed.startsWith("{") && trimmed.endsWith("}")) ||
+        (trimmed.startsWith("[") && trimmed.endsWith("]"))
+      ) {
+        try {
+          return parseJson(JSON.parse(value), maxDepth - 1);
+        } catch (e) {
+          return value;
+        }
+      }
+      return value;
+    } else if (typeof(value) === "object" && value !== null && !Array.isArray(value)) {
+      if (seen.has(value)) {
+        return value;
+      }
+      seen.add(value);
+      return Object.entries(value)
+        .reduce((acc, [
+          key,
+          val,
+        ]) => Object.assign(acc, {
+          [key]: parse(val),
+        }), {});
+    } else if (Array.isArray(value)) {
+      return value.map((item) => parse(item));
+    }
+    return value;
+  };
+
+  return parse(input);
+};
+
+function parseArray (input, maxDepth = 100) {
+  if (typeof input === "string") {
+    const trimmed = input.trim();
+    if (trimmed.startsWith("[") && trimmed.endsWith("]")) {
+      try {
+        const parsed = JSON.parse(trimmed);
+        if (Array.isArray(parsed)) {
+          return parsed.map((item) => parseArray(item, maxDepth - 1));
+        }
+      } catch (e) {
+        throw new Error(`Invalid JSON array format: ${e.message}`);
+      }
+    }
+    return parseJson(input, maxDepth);
+  }
+
+  if (Array.isArray(input)) {
+    return input.map((item) => parseArray(item, maxDepth));
+  }
+
+  return input;
+}
+
+export default {
+  parseJson,
+  parseArray,
+};

components/expensify/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@pipedream/expensify",
-  "version": "0.0.4",
+  "version": "0.1.0",
   "description": "Pipedream Expensify Components",
   "main": "dist/app/expensify.app.mjs",
   "keywords": [