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DataExtension.js
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'use strict';
import jsonToTable from 'json-to-table';
import MetadataType from './MetadataType.js';
import AttributeSet from './AttributeSet.js';
import DataExtensionField from './DataExtensionField.js';
import Folder from './Folder.js';
import { Util } from '../util/util.js';
import File from '../util/file.js';
import auth from '../util/auth.js';
import cache from '../util/cache.js';
import pLimit from 'p-limit';
import inquirer from 'inquirer';
/**
* @typedef {import('../../types/mcdev.d.js').BuObject} BuObject
* @typedef {import('../../types/mcdev.d.js').MetadataTypeItem} MetadataTypeItem
* @typedef {import('../../types/mcdev.d.js').MetadataTypeItemDiff} MetadataTypeItemDiff
* @typedef {import('../../types/mcdev.d.js').MetadataTypeMap} MetadataTypeMap
* @typedef {import('../../types/mcdev.d.js').SoapRequestParams} SoapRequestParams
* @typedef {import('../../types/mcdev.d.js').TemplateMap} TemplateMap
*/
/**
* @typedef {import('../../types/mcdev.d.js').DataExtensionFieldItem} DataExtensionFieldItem
* @typedef {import('../../types/mcdev.d.js').DataExtensionFieldMap} DataExtensionFieldMap
* @typedef {import('../../types/mcdev.d.js').DataExtensionItem} DataExtensionItem
* @typedef {import('../../types/mcdev.d.js').DataExtensionMap} DataExtensionMap
*/
/**
* DataExtension MetadataType
*
* @augments MetadataType
*/
class DataExtension extends MetadataType {
/** @type {DataExtensionFieldMap} */
static oldFields;
/**
* Upserts dataExtensions after retrieving them from source and target to compare
* if create or update operation is needed.
*
* @param {DataExtensionMap} metadataMap dataExtensions mapped by their customerKey
* @returns {Promise} Promise
*/
static async upsert(metadataMap) {
// get existing DE-fields for DE-keys in deployment package to properly handle add/update/delete of fields
// we need to use IN here because it would fail otherwise if we try to deploy too many DEs at the same time
/** @type {SoapRequestParams} */
const fieldOptions = {
filter: {
leftOperand: 'DataExtension.CustomerKey',
operator: 'IN',
rightOperand: Object.keys(metadataMap),
},
};
Util.logger.info(` - Caching dependent Metadata: dataExtensionField`);
await this.#attachFields(metadataMap, fieldOptions);
/** @type {object[]} */
const metadataToCreate = [];
/** @type {object[]} */
const metadataToUpdate = [];
let filteredByPreDeploy = 0;
for (const metadataKey in metadataMap) {
try {
metadataMap[metadataKey] = await this.preDeployTasks(metadataMap[metadataKey]);
} catch (ex) {
// output error & remove from deploy list
Util.logger.error(
` ☇ skipping ${this.definition.type} ${
metadataMap[metadataKey][this.definition.keyField]
} / ${metadataMap[metadataKey][this.definition.nameField]}: ${ex.message}`
);
delete metadataMap[metadataKey];
// skip rest of handling for this DE
filteredByPreDeploy++;
continue;
}
await this.createOrUpdate(
metadataMap,
metadataKey,
false,
metadataToUpdate,
metadataToCreate
);
}
if (metadataToUpdate.length) {
Util.logger.info(
' - Please note that Data Retention Policies can only be set during creation, not during update.'
);
}
const createLimit = pLimit(10);
const createResults = (
await Promise.allSettled(
metadataToCreate
.filter((r) => r !== undefined && r !== null)
.map((metadataEntry) => createLimit(() => this.create(metadataEntry)))
)
)
.filter((r) => r !== undefined && r !== null)
.filter(this.#filterUpsertResults);
const updateLimit = pLimit(10);
const updateResults = (
await Promise.allSettled(
metadataToUpdate
.filter((r) => r !== undefined && r !== null)
.map((metadataEntry) => updateLimit(() => this.update(metadataEntry.after)))
)
)
.filter((r) => r !== undefined && r !== null)
.filter(this.#filterUpsertResults);
const successfulResults = [...createResults, ...updateResults];
Util.logger.info(
`${this.definition.type} upsert: ${createResults.length} of ${metadataToCreate.length} created / ${updateResults.length} of ${metadataToUpdate.length} updated` +
(filteredByPreDeploy > 0 ? ` / ${filteredByPreDeploy} filtered` : '')
);
let upsertResults;
if (successfulResults.length > 0) {
const metadataResults = successfulResults
// @ts-expect-error not sure why this produces a type error. looks 100% correct
.map((r) => r.value.Results[0].Object)
.map((r) => {
// if only one fields added will return object otherwise array
if (Array.isArray(r?.Fields?.Field)) {
r.Fields = r.Fields.Field;
} else if (r?.Fields?.Field) {
r.Fields = [r.Fields.Field];
}
return r;
});
upsertResults = super.parseResponseBody({ Results: metadataResults });
} else {
upsertResults = {};
}
await this.postDeployTasks(upsertResults, metadataMap, {
created: createResults.length,
updated: updateResults.length,
});
return upsertResults;
}
/**
* helper for {@link MetadataType.upsert}
*
* @param {MetadataTypeMap} metadataMap list of metadata
* @param {string} metadataKey key of item we are looking at
* @param {boolean} hasError error flag from previous code
* @param {MetadataTypeItemDiff[]} metadataToUpdate list of items to update
* @param {MetadataTypeItem[]} metadataToCreate list of items to create
* @returns {Promise.<'create'|'update'|'skip'>} action to take
*/
static async createOrUpdate(
metadataMap,
metadataKey,
hasError,
metadataToUpdate,
metadataToCreate
) {
const action = await super.createOrUpdate(
metadataMap,
metadataKey,
hasError,
metadataToUpdate,
metadataToCreate
);
if (action === 'update') {
// Update dataExtension + Columns if they already exist; Create them if not
// Modify columns for update call
DataExtensionField.client = this.client;
DataExtensionField.properties = this.properties;
DataExtension.oldFields ||= {};
// @ts-expect-error not sure why this produces a type error. looks 100% correct
DataExtension.oldFields[metadataMap[metadataKey][this.definition.keyField]] =
await DataExtensionField.prepareDeployColumnsOnUpdate(
metadataMap[metadataKey].Fields,
metadataKey
);
if (
metadataMap[metadataKey][this.definition.keyField] !== metadataKey &&
metadataMap[metadataKey].Fields.length
) {
// changeKeyValue / changeKeyField used
Util.logger.warn(
` - ${this.definition.type} ${metadataKey}: Cannot change fields while updating the key. Skipping field update in favor of key update.`
);
metadataMap[metadataKey].Fields.length = 0;
}
// convert simple array into object.Array.object format to cope with how the XML body in the SOAP call needs to look like:
// <Fields>
// <Field>
// <CustomerKey>SubscriberKey</CustomerKey>
// ..
// </Field>
// </Fields>
metadataMap[metadataKey].Fields = { Field: metadataMap[metadataKey].Fields };
} else if (action === 'create') {
this.#cleanupRetentionPolicyFields(metadataMap[metadataKey]);
// convert simple array into object.Array.object format to cope with how the XML body in the SOAP call needs to look like:
// <Fields>
// <Field>
// <CustomerKey>SubscriberKey</CustomerKey>
// ..
// </Field>
// </Fields>
metadataMap[metadataKey].Fields = { Field: metadataMap[metadataKey].Fields };
}
return action;
}
/**
* helper for {@link DataExtension.upsert}
*
* @param {object} res -
* @returns {boolean} true: keep, false: discard
*/
static #filterUpsertResults(res) {
if (res.status === 'rejected') {
// promise rejects, whole request failed
Util.logger.error('- error upserting dataExtension: ' + res.reason);
return false;
} else if (res.value == undefined || Object.keys(res.value).length === 0) {
// in case of returning empty result handle gracefully
// TODO: consider if SOAP handler for this should really return empty object
return false;
} else if (res.value.results) {
Util.logger.error(
'- error upserting dataExtension: ' +
(res.value.Results[0].Object ? res.value.Results[0].Object.Name : '') +
'. ' +
res.value.Results[0].StatusMessage
);
return false;
} else if (res.status === 'fulfilled' && res?.value?.faultstring) {
// can happen that the promise does not reject, but that it resolves an error
Util.logger.error('- error upserting dataExtension: ' + res.value.faultstring);
return false;
} else {
return true;
}
}
/**
* Create a single dataExtension. Also creates their columns in 'dataExtension.columns'
*
* @param {DataExtensionItem} metadata single metadata entry
* @returns {Promise} Promise
*/
static async create(metadata) {
return super.createSOAP(metadata);
}
/**
* SFMC saves a date in "RetainUntil" under certain circumstances even
* if that field duplicates whats in the period fields
* during deployment, that extra value is not accepted by the APIs which is why it needs to be removed
*
* @param {DataExtensionItem} metadata single metadata entry
* @returns {void}
*/
static #cleanupRetentionPolicyFields(metadata) {
if (
metadata.DataRetentionPeriodLength &&
metadata.DataRetentionPeriodUnitOfMeasure &&
metadata.RetainUntil !== ''
) {
metadata.RetainUntil = '';
Util.logger.warn(
` - RetainUntil date was reset automatically because RetentionPeriod info was found in: ${metadata.CustomerKey}`
);
}
}
/**
* Updates a single dataExtension. Also updates their columns in 'dataExtension.columns'
*
* @param {DataExtensionItem} metadata single metadata entry
* @returns {Promise} Promise
*/
static async update(metadata) {
return super.updateSOAP(metadata);
}
/**
* Gets executed after deployment of metadata type
*
* @param {DataExtensionMap} upsertedMetadata metadata mapped by their keyField
* @param {DataExtensionMap} originalMetadata metadata to be updated (contains additioanl fields)
* @param {{created: number, updated: number}} createdUpdated counter representing successful creates/updates
* @returns {Promise.<void>} -
*/
static async postDeployTasks(upsertedMetadata, originalMetadata, createdUpdated) {
for (const key in upsertedMetadata) {
const item = upsertedMetadata[key];
const oldKey = Util.changedKeysMap?.[this.definition.type]?.[key] || key;
delete Util.changedKeysMap?.[this.definition.type]?.[key];
const cachedVersion = createdUpdated.updated
? cache.getByKey(this.definition.type, oldKey)
: null;
if (cachedVersion) {
// UPDATE
// restore retention values that are typically not returned by the update call
item.RowBasedRetention = cachedVersion.RowBasedRetention;
item.ResetRetentionPeriodOnImport = cachedVersion.ResetRetentionPeriodOnImport;
item.DeleteAtEndOfRetentionPeriod = cachedVersion.DeleteAtEndOfRetentionPeriod;
item.RetainUntil = cachedVersion.RetainUntil;
const existingFields = DataExtension.oldFields[item[this.definition.keyField]];
// @ts-expect-error Fields is a special case that cannot be properly typed; emtpy string is required for SOAP API
if (item.Fields === '') {
// if no fields were updated, we need to set Fields to "empty string" for the API to work
// reset here to get the correct field list
item.Fields = Object.keys(existingFields)
.map((el) => existingFields[el])
.sort((a, b) => a.Ordinal - b.Ordinal);
} else if (existingFields) {
// get list of updated fields
/** @type {DataExtensionFieldItem[]} */ // @ts-ignore Fields.Field is a special case that cannot be properly typed; only required for SOAP API
const updatedFieldsArr = originalMetadata[oldKey].Fields.Field.filter(
(field) => field.ObjectID && field.ObjectID !== ''
);
// convert existing fields obj into array and sort
/** @type {DataExtensionFieldItem[]} */
const finalFieldsArr = Object.keys(existingFields)
.map((el) => {
/** @type {DataExtensionFieldItem} */
const existingField = existingFields[el];
// check if the current field was updated and then override with it. otherwise use existing value
const field =
updatedFieldsArr.find(
(field) => field.ObjectID === existingField.ObjectID
) || existingField;
// field does not have a ordinal value because we rely on array order
field.Ordinal = existingField.Ordinal;
// updating FieldType is not supported by API and hence removed
field.FieldType = existingField.FieldType;
return field;
})
.sort((a, b) => a.Ordinal - b.Ordinal);
// get list of new fields
/** @type {DataExtensionFieldItem[]} */ // @ts-ignore Fields.Field is a special case that cannot be properly typed; only required for SOAP API
const newFieldsArr = originalMetadata[oldKey].Fields.Field.filter(
(field) => !field.ObjectID
);
// push new fields to end of list
if (newFieldsArr.length) {
finalFieldsArr.push(...newFieldsArr);
}
// sort Fields entry to the end of the object for saving in .json
delete item.Fields;
item.Fields = finalFieldsArr;
}
}
// UPDATE + CREATE
for (const field of item.Fields) {
DataExtensionField.postRetrieveTasksDE(field);
}
}
await this.#fixShared(upsertedMetadata, originalMetadata, createdUpdated);
}
/**
* takes care of updating attribute groups on child BUs after an update to Shared DataExtensions
* helper for {@link DataExtension.postDeployTasks}
* fixes an issue where shared data extensions are not visible in data designer on child BU; SF known issue: https://issues.salesforce.com/#q=W-11031095
*
* @param {DataExtensionMap} upsertedMetadata metadata mapped by their keyField
* @param {DataExtensionMap} originalMetadata metadata to be updated (contains additioanl fields)
* @param {{created: number, updated: number}} createdUpdated counter representing successful creates/updates
* @returns {Promise.<void>} -
*/
static async #fixShared(upsertedMetadata, originalMetadata, createdUpdated) {
if (this.buObject.eid !== this.buObject.mid) {
// only if we were executing a deploy on parent bu could we be deploying shared data extensions
Util.logger.debug(`Skipping fixShared logic because we are not executing on Parent BU`);
return;
}
if (createdUpdated.updated === 0) {
// only if updates were made could the issue in https://issues.salesforce.com/#q=W-11031095 affect data designer
Util.logger.debug(`Skipping fixShared logic because nothing was updated`);
return;
}
// find all shared data extensions
if (!this.deployedSharedKeys.length) {
Util.logger.debug(
`Skipping fixShared logic because no Shared Data Extensions were updated`
);
return;
}
const sharedDataExtensionsKeys = this.deployedSharedKeys;
this.deployedSharedKeys = null;
if (Util.OPTIONS.fixShared) {
// select which BUs to run this for
const selectedBuNames = await this.#fixShared_getBUs();
// backup settings
const buObjectBak = this.buObject;
const clientBak = this.client;
// get dataExtension ID-Key relationship
/** @type {Object.<string, string>} */
const sharedDataExtensionMap = {};
for (const key of sharedDataExtensionsKeys) {
try {
const id = cache.searchForField(
'dataExtension',
key,
'CustomerKey',
'ObjectID',
this.buObject.eid
);
sharedDataExtensionMap[id] = key;
} catch {
continue;
}
}
// run the fix-data-model logic
Util.logger.info(
`Fixing Shared Data Extensions details in data models of child BUs` +
Util.getKeysString(sharedDataExtensionsKeys)
);
for (const buName of selectedBuNames) {
await this.#fixShared_onBU(buName, buObjectBak, clientBak, sharedDataExtensionMap);
}
Util.logger.info(`Finished fixing Shared Data Extensions details in data models`);
// restore settings
this.buObject = buObjectBak;
this.client = clientBak;
} else {
Util.logger.warn(
'Shared Data Extensions were updated but --fixShared option is not set. This can result in your changes not being visible in attribute groups on child BUs.'
);
Util.logger.info(
'We recommend to re-run your deployment with the --fixShared option unless you are sure your Shared Data Extension is not used in attribute groups on any child BU.'
);
}
}
/**
* helper for {@link DataExtension.#fixShared}
*
* @returns {Promise.<string[]>} list of selected BU names
*/
static async #fixShared_getBUs() {
const buListObj = this.properties.credentials[this.buObject.credential].businessUnits;
const fixBuPreselected = [];
const availableBuNames = Object.keys(buListObj).filter(
(buName) => buName !== Util.parentBuName
);
if (typeof Util.OPTIONS.fixShared === 'string') {
if (Util.OPTIONS.fixShared === '*') {
// pre-select all BUs
fixBuPreselected.push(...availableBuNames);
} else {
// pre-select BUs from comma-separated list
fixBuPreselected.push(
...Util.OPTIONS.fixShared
.split(',')
.filter(Boolean)
.map((bu) => bu.trim())
.filter((bu) => availableBuNames.includes(bu))
);
}
}
if (Util.skipInteraction && fixBuPreselected.length) {
// assume programmatic use case or user that wants to skip the wizard. Use pre-selected BUs
return fixBuPreselected;
}
const buList = availableBuNames.map((name) => ({
name,
value: name,
checked: fixBuPreselected.includes(name),
}));
const questions = [
{
type: 'checkbox',
name: 'businessUnits',
message:
'Please select BUs that have access to the updated Shared Data Extensions:',
pageSize: 10,
choices: buList,
},
];
let responses = null;
try {
responses = await inquirer.prompt(questions);
} catch (ex) {
Util.logger.info(ex);
}
return responses.businessUnits;
}
/**
* helper for {@link DataExtension.#fixShared}
*
* @param {string} childBuName name of child BU to fix
* @param {BuObject} buObjectParent bu object for parent BU
* @param {object} clientParent SDK for parent BU
* @param {Object.<string, string>} sharedDataExtensionMap ID-Key relationship of shared data extensions
* @returns {Promise.<string[]>} updated shared DE keys on BU
*/
static async #fixShared_onBU(
childBuName,
buObjectParent,
clientParent,
sharedDataExtensionMap
) {
/** @type {BuObject} */
const buObjectChildBu = {
eid: this.properties.credentials[buObjectParent.credential].eid,
mid: this.properties.credentials[buObjectParent.credential].businessUnits[childBuName],
businessUnit: childBuName,
credential: this.buObject.credential,
};
const clientChildBu = auth.getSDK(buObjectChildBu);
try {
// check if shared data Extension is used in an attributeSet on current BU
AttributeSet.properties = this.properties;
AttributeSet.buObject = buObjectChildBu;
AttributeSet.client = clientChildBu;
const sharedDeIdsUsedOnBU = await AttributeSet.fixShared_retrieve(
sharedDataExtensionMap,
DataExtensionField.fixShared_fields
);
if (sharedDeIdsUsedOnBU.length) {
let sharedDataExtensionsKeys = sharedDeIdsUsedOnBU.map(
(deId) => sharedDataExtensionMap[deId]
);
Util.logger.info(
` - Fixing dataExtensions on BU ${childBuName} ` +
Util.getKeysString(sharedDataExtensionsKeys)
);
for (const deId of sharedDeIdsUsedOnBU) {
// dont use Promise.all to ensure order of execution; otherwise, switched BU contexts in one step will affect the next
const fixed = await this.#fixShared_item(
deId,
sharedDataExtensionMap[deId],
buObjectChildBu,
clientChildBu,
buObjectParent,
clientParent
);
if (!fixed) {
// remove from list of shared DEs that were fixed
sharedDataExtensionsKeys = sharedDataExtensionsKeys.filter(
(key) => key !== sharedDataExtensionMap[deId]
);
}
}
if (sharedDataExtensionsKeys.length) {
Util.logger.debug(
` - Fixed ${sharedDataExtensionsKeys.length}/${
sharedDeIdsUsedOnBU.length
}: ${sharedDataExtensionsKeys.join(', ')}`
);
}
return sharedDataExtensionsKeys;
} else {
Util.logger.info(
Util.getGrayMsg(
` - No matching attributeSet found for given Shared Data Extensions keys found on BU ${childBuName}`
)
);
return [];
}
} catch (ex) {
Util.logger.error(ex.message);
return [];
}
}
/**
* method that actually takes care of triggering the update for a particular BU-sharedDe combo
* helper for {@link DataExtension.#fixShared_onBU}
*
* @param {string} deId data extension ObjectID
* @param {string} deKey dataExtension key
* @param {BuObject} buObjectChildBu BU object for Child BU
* @param {object} clientChildBu SDK for child BU
* @param {BuObject} buObjectParent BU object for Parent BU
* @param {object} clientParent SDK for parent BU
* @returns {Promise.<boolean>} flag that signals if the fix was successful
*/
static async #fixShared_item(
deId,
deKey,
buObjectChildBu,
clientChildBu,
buObjectParent,
clientParent
) {
try {
// add field via child BU
const randomSuffix = await DataExtension.#fixShared_item_addField(
buObjectChildBu,
clientChildBu,
deKey,
deId
);
// get field ID from parent BU (it is not returned on child BU)
const fieldObjectID = await DataExtension.#fixShared_item_getFieldId(
randomSuffix,
buObjectParent,
clientParent,
deKey
);
// delete field via child BU
await DataExtension.#fixShared_item_deleteField(
randomSuffix,
buObjectChildBu,
clientChildBu,
deKey,
fieldObjectID
);
Util.logger.info(
` - Fixed dataExtension ${deKey} on BU ${buObjectChildBu.businessUnit}`
);
return true;
} catch (ex) {
Util.logger.error(
`- error fixing dataExtension ${deKey} on BU ${buObjectChildBu.businessUnit}: ${ex.message}`
);
return false;
}
}
/**
* add a new field to the shared DE to trigger an update to the data model
* helper for {@link DataExtension.#fixShared_item}
*
* @param {BuObject} buObjectChildBu BU object for Child BU
* @param {object} clientChildBu SDK for child BU
* @param {string} deKey dataExtension key
* @param {string} deId dataExtension ObjectID
* @returns {Promise.<string>} randomSuffix
*/
static async #fixShared_item_addField(buObjectChildBu, clientChildBu, deKey, deId) {
this.buObject = buObjectChildBu;
this.client = clientChildBu;
const randomSuffix = Util.OPTIONS._runningTest
? '_randomNumber_'
: Math.floor(Math.random() * 9999999999).toString();
// add a new field to the shared DE to trigger an update to the data model
const soapType = this.definition.soapType || this.definition.type;
const payload = {
CustomerKey: deKey,
ObjectID: deId,
Fields: {
Field: [
{
Name: 'TriggerUpdate' + randomSuffix,
IsRequired: false,
IsPrimaryKey: false,
FieldType: 'Boolean',
ObjectID: null,
},
],
},
};
// @ts-expect-error SFMC-SDK typing error
await this.client.soap.update(Util.capitalizeFirstLetter(soapType), payload, null);
return randomSuffix;
}
/**
* get ID of the field added by {@link DataExtension.#fixShared_item_addField} on the shared DE via parent BU
* helper for {@link DataExtension.#fixShared_item}
*
* @param {string} randomSuffix -
* @param {BuObject} buObjectParent BU object for Parent BU
* @param {object} clientParent SDK for parent BU
* @param {string} deKey dataExtension key
* @returns {Promise.<string>} fieldObjectID
*/
static async #fixShared_item_getFieldId(randomSuffix, buObjectParent, clientParent, deKey) {
DataExtensionField.buObject = buObjectParent;
DataExtensionField.client = clientParent;
const fieldKey = `[${deKey}].[TriggerUpdate${randomSuffix}]`;
const fieldResponse = await DataExtensionField.retrieveForCacheDE(
{
filter: {
leftOperand: 'CustomerKey',
operator: 'equals',
rightOperand: fieldKey,
},
},
['Name', 'ObjectID']
);
const fieldObjectID = fieldResponse.metadata[fieldKey]?.ObjectID;
return fieldObjectID;
}
/**
* delete the field added by {@link DataExtension.#fixShared_item_addField}
* helper for {@link DataExtension.#fixShared_item}
*
* @param {string} randomSuffix -
* @param {BuObject} buObjectChildBu BU object for Child BU
* @param {object} clientChildBu SDK for child BU
* @param {string} deKey dataExtension key
* @param {string} fieldObjectID field ObjectID
* @returns {Promise} -
*/
static async #fixShared_item_deleteField(
randomSuffix,
buObjectChildBu,
clientChildBu,
deKey,
fieldObjectID
) {
DataExtensionField.buObject = buObjectChildBu;
DataExtensionField.client = clientChildBu;
await DataExtensionField.deleteByKeySOAP(
deKey + '.TriggerUpdate' + randomSuffix,
fieldObjectID
);
}
/**
* Retrieves dataExtension metadata. Afterwards starts retrieval of dataExtensionColumn metadata retrieval
*
* @param {string} retrieveDir Directory where retrieved metadata directory will be saved
* @param {string[]} [additionalFields] Returns specified fields even if their retrieve definition is not set to true
* @param {void | string[]} [_] unused parameter
* @param {string} [key] customer key of single item to retrieve
* @returns {Promise.<{metadata: DataExtensionMap, type: string}>} Promise of item map
*/
static async retrieve(retrieveDir, additionalFields, _, key) {
/** @type {SoapRequestParams} */
let requestParams = null;
/** @type {SoapRequestParams} */
let fieldOptions = null;
if (key) {
requestParams = {
filter: {
leftOperand: 'CustomerKey',
operator: 'equals',
rightOperand: key,
},
};
fieldOptions = {
filter: {
leftOperand: 'DataExtension.CustomerKey',
operator: 'equals',
rightOperand: key,
},
};
}
let metadata = await this._retrieveAll(additionalFields, requestParams);
// in case of cache dont get fields
if (metadata && retrieveDir) {
// get fields from API
await this.#attachFields(metadata, fieldOptions, additionalFields);
}
if (!retrieveDir && this.buObject.eid !== this.buObject.mid) {
const metadataParentBu = await this.retrieveSharedForCache(additionalFields);
// make sure to overwrite parent bu DEs with local ones
metadata = { ...metadataParentBu, ...metadata };
}
if (retrieveDir) {
const savedMetadata = await super.saveResults(metadata, retrieveDir, null);
Util.logger.info(
`Downloaded: ${this.definition.type} (${Object.keys(savedMetadata).length})` +
Util.getKeysString(key)
);
await this.runDocumentOnRetrieve(key, savedMetadata);
}
return { metadata: metadata, type: 'dataExtension' };
}
/**
* get shared dataExtensions from parent BU and merge them into the cache
* helper for {@link DataExtension.retrieve} and for AttributeSet.fixShared_retrieve
*
* @param {string[]} [additionalFields] Returns specified fields even if their retrieve definition is not set to true
* @returns {Promise.<DataExtensionMap>} keyField => metadata map
*/
static async retrieveSharedForCache(additionalFields = []) {
// for caching, we want to retrieve shared DEs as well from the instance parent BU
Util.logger.info(' - Caching dependent Metadata: dataExtension (shared via _ParentBU_)');
const buObjectBak = this.buObject;
const clientBak = this.client;
/** @type {BuObject} */
const buObjectParentBu = {
eid: this.properties.credentials[this.buObject.credential].eid,
mid: this.properties.credentials[this.buObject.credential].eid,
businessUnit: Util.parentBuName,
credential: this.buObject.credential,
};
try {
this.buObject = buObjectParentBu;
this.client = auth.getSDK(buObjectParentBu);
} catch (ex) {
Util.logger.error(ex.message);
return;
}
const metadataParentBu = await this._retrieveAll(additionalFields);
// get shared folders to match our shared / synched Data Extensions
const subTypeArr = this.definition.dependencies
.filter((item) => item.startsWith('folder-'))
.map((item) => item.slice(7));
Util.logger.info(' - Caching dependent Metadata: folder (shared via _ParentBU_)');
Util.logSubtypes(subTypeArr);
Folder.client = this.client;
Folder.buObject = this.buObject;
Folder.properties = this.properties;
const result = await Folder.retrieveForCache(null, subTypeArr);
cache.mergeMetadata('folder', result.metadata, this.buObject.eid);
// get the types and clean out non-shared ones
const folderTypesFromParent = MetadataTypeDefinitions.folder.folderTypesFromParent;
for (const metadataEntry in metadataParentBu) {
try {
// get the data extension type from the folder
const folderContentType = cache.searchForField(
'folder',
metadataParentBu[metadataEntry].CategoryID,
'ID',
'ContentType',
this.buObject.eid
);
if (!folderTypesFromParent.includes(folderContentType)) {
// Util.logger.verbose(
// `removing ${metadataEntry} because r__folder_ContentType '${folderContentType}' identifies this DE as not being shared`
// );
delete metadataParentBu[metadataEntry];
}
} catch (ex) {
Util.logger.debug(
`removing ${metadataEntry} because of error while retrieving r__folder_ContentType: ${ex.message}`
);
delete metadataParentBu[metadataEntry];
}
}
// revert client to current default
this.client = clientBak;
this.buObject = buObjectBak;
Folder.client = clientBak;
Folder.buObject = buObjectBak;
return metadataParentBu;
}
/**
* helper to retrieve all dataExtension fields and attach them to the dataExtension metadata
*
* @param {DataExtensionMap} metadata already cached dataExtension metadata
* @param {SoapRequestParams} [fieldOptions] optionally filter results
* @param {string[]} [additionalFields] Returns specified fields even if their retrieve definition is not set to true
* @returns {Promise.<void>} -
*/
static async #attachFields(metadata, fieldOptions, additionalFields) {
const fieldsObj = await this._retrieveFields(fieldOptions, additionalFields);
const fieldKeys = Object.keys(fieldsObj);
// add fields to corresponding DE
for (const key of fieldKeys) {
const field = fieldsObj[key];
if (metadata[field?.DataExtension?.CustomerKey]) {
metadata[field.DataExtension.CustomerKey].Fields.push(field);
} else {
Util.logger.warn(` - Issue retrieving data extension fields. key='${key}'`);
}
}
// sort fields by Ordinal value (API returns field unsorted)
for (const metadataEntry in metadata) {
metadata[metadataEntry].Fields.sort(DataExtensionField.sortDeFields);
}
// remove attributes that we do not want to retrieve
// * do this after sorting on the DE's field list
for (const key of fieldKeys) {
DataExtensionField.postRetrieveTasksDE(fieldsObj[key]);
}
}
/**
* Retrieves dataExtension metadata. Afterwards starts retrieval of dataExtensionColumn metadata retrieval
*
* @param {string[]} [additionalFields] Returns specified fields even if their retrieve definition is not set to true
* @returns {Promise.<{metadata: DataExtensionMap, type: string}>} Promise of item map
*/
static async retrieveChangelog(additionalFields) {
const metadata = await this._retrieveAll(additionalFields);
return { metadata: metadata, type: 'dataExtension' };
}
/**
* manages post retrieve steps
*
* @param {DataExtensionItem} metadata a single dataExtension
* @returns {Promise.<DataExtensionItem>} metadata
*/
static async postRetrieveTasks(metadata) {
// Error during deploy if SendableSubscriberField.Name = '_SubscriberKey' even though it is retrieved like that
// Therefore map it to 'Subscriber Key'. Retrieving afterward still results in '_SubscriberKey'
if (metadata.SendableSubscriberField?.Name === '_SubscriberKey') {
metadata.SendableSubscriberField.Name = 'Subscriber Key';
}
this.setFolderPath(metadata);
// DataExtensionTemplate
if (metadata.Template?.CustomerKey) {
try {
metadata.r__dataExtensionTemplate_name = cache.searchForField(
'dataExtensionTemplate',
metadata.Template.CustomerKey,
'CustomerKey',
'Name'
);
delete metadata.Template;
} catch (ex) {
Util.logger.debug(ex.message);
// Let's allow retrieving such DEs but warn that they cannot be deployed to another BU.
// Deploying to same BU still works!
// A workaround exists but it's likely not beneficial to explain to users:
// Create a DE based on the not-supported template on the target BU, retrieve it, copy the Template.CustomerKey into the to-be-deployed DE (or use mcdev-templating), done
Util.logger.warn(
` - Issue with dataExtension '${
metadata[this.definition.nameField]
}': Could not find specified DataExtension Template. Please note that DataExtensions based on SMSMessageTracking and SMSSubscriptionLog cannot be deployed automatically across BUs at this point.`
);
}
}
// remove the date fields manually here because we need them in the changelog but not in the saved json
delete metadata.CreatedDate;
delete metadata.ModifiedDate;
// Retention policy
if (
metadata.RowBasedRetention === false &&
metadata.DeleteAtEndOfRetentionPeriod === false &&
metadata.RetainUntil === ''
) {
// Note: RetainUntil expected to NOT have a value
metadata.c__retentionPolicy = 'none';
delete metadata.RetainUntil;
delete metadata.ResetRetentionPeriodOnImport;
} else if (
metadata.RowBasedRetention === false &&
metadata.DeleteAtEndOfRetentionPeriod === false
) {
// Note: RetainUntil expected to have a value
metadata.c__retentionPolicy = 'allRecordsAndDataextension';
} else if (
metadata.RowBasedRetention === false &&
metadata.DeleteAtEndOfRetentionPeriod === true
) {
// Note: RetainUntil expected to have a value
metadata.c__retentionPolicy = 'allRecords';
} else if (
metadata.RowBasedRetention === true &&
metadata.DeleteAtEndOfRetentionPeriod === false
) {
// Note: RetainUntil expected to NOT have a value
metadata.c__retentionPolicy = 'individialRecords';
delete metadata.RetainUntil;
}
delete metadata.RowBasedRetention;
delete metadata.DeleteAtEndOfRetentionPeriod;
if (metadata.RetainUntil) {
const retainUntil = new Date(metadata.RetainUntil);
metadata.c__retainUntil = `${retainUntil.getFullYear()}-${retainUntil.getMonth() + 1}-${retainUntil.getDate()}`;
}
delete metadata.RetainUntil;
if (metadata.DataRetentionPeriodUnitOfMeasure) {
metadata.c__dataRetentionPeriodUnitOfMeasure = Util.inverseGet(
this.definition.dataRetentionPeriodUnitOfMeasureMapping,
metadata.DataRetentionPeriodUnitOfMeasure
);
delete metadata.DataRetentionPeriodUnitOfMeasure;
}
return metadata;
}