diff --git a/apps/docs/components/ui/icon-mapping.ts b/apps/docs/components/ui/icon-mapping.ts index 032f0756383..a2bfa9f504c 100644 --- a/apps/docs/components/ui/icon-mapping.ts +++ b/apps/docs/components/ui/icon-mapping.ts @@ -482,6 +482,7 @@ export const blockTypeToIconMap: Record = { onedrive: MicrosoftOneDriveIcon, onepassword: OnePasswordIcon, openai: OpenAIIcon, + oracle_epm_account_reconciliation: NetSuiteIcon, outlook: OutlookIcon, pagerduty: PagerDutyIcon, parallel_ai: ParallelIcon, diff --git a/apps/docs/content/docs/integrations/meta.json b/apps/docs/content/docs/integrations/meta.json index 69d1dac6bfc..da41272201b 100644 --- a/apps/docs/content/docs/integrations/meta.json +++ b/apps/docs/content/docs/integrations/meta.json @@ -188,6 +188,7 @@ "onedrive", "onepassword", "openai", + "oracle_epm_account_reconciliation", "outlook", "pagerduty", "parallel_ai", diff --git a/apps/docs/content/docs/integrations/oracle_epm_account_reconciliation.mdx b/apps/docs/content/docs/integrations/oracle_epm_account_reconciliation.mdx new file mode 100644 index 00000000000..ad17499e1fd --- /dev/null +++ b/apps/docs/content/docs/integrations/oracle_epm_account_reconciliation.mdx @@ -0,0 +1,829 @@ +--- +title: Oracle EPM Account Reconciliation +description: Automate reconciliation, transaction matching, imports, and audit evidence +--- + +import { BlockInfoCard } from "@/components/ui/block-info-card" + + + +## Usage Instructions + +Connect an Oracle EPM service-account credential to automate Reconciliation Compliance and Transaction Matching. Stage files explicitly, import profiles, balances, rates and transactions, run rules and matching jobs, manage period status and team membership, and retrieve comments, attachments and user reports. Operations require their documented Oracle roles and enabled features. Jobs launch without waiting by default; a requested wait is bounded to 5–300 seconds. Files are limited to 100 MB. This integration does not provide general reconciliation or profile CRUD, generic report execution, or machine-learning operations. + + + +## Actions + +### Oracle EPM Account Reconciliation Add Users to Team + +Add Users to Team using a staged CSV file and an existing team. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Exact name of a file already uploaded to the Oracle EPM repository | +| `teamName` | string | Yes | Name of an existing Account Reconciliation team | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Archive Matched Transactions + +Archive matched transactions older than the specified age, optionally filtered by account ID. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `matchTypeId` | string | Yes | Text ID of the Transaction Matching match type | +| `age` | number | Yes | Age in days of matched transactions to archive | +| `filterOperator` | string | No | Account ID filter operator; provide with filterValue | +| `filterValue` | json | No | Account ID filter values as a JSON string array | +| `logFileName` | string | No | Optional output log filename | +| `fileName` | string | No | Optional output archive ZIP filename | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | +| `logFileName` | string | Repository log filename extracted from a validated log-content link | +| `archiveFileName` | string | Repository archive filename extracted from a validated file-content link | + +### Oracle EPM Account Reconciliation Create Reconciliations + +Create reconciliations for a period, optionally limited by a public profile filter. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `period` | string | Yes | Reconciliation period name, not its internal ID | +| `filter` | string | No | Name of a public filter; omit to process all applicable objects | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Delete File + +Delete the specified file from the EPM repository. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Exact name of a file already uploaded to the Oracle EPM repository | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `fileName` | string | Deleted repository filename | + +### Oracle EPM Account Reconciliation Delete Profile + +Delete the profile identified by its account ID. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `accountId` | string | Yes | Account ID of the profile to delete | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Download Comment Attachment + +Download a FILE reference belonging to the specified reconciliation as a Sim file. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `period` | string | Yes | Reconciliation period name, not its internal ID | +| `accountId` | string | Yes | Account ID of the reconciliation | +| `referenceId` | string | Yes | FILE reference ID returned by List Reconciliation Comments | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `file` | file | Downloaded file stored in this Sim execution | + +### Oracle EPM Account Reconciliation Download File + +Download a repository file as a Sim file (maximum 100 MB). + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Exact name of a file already uploaded to the Oracle EPM repository | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `file` | file | Downloaded file stored in this Sim execution | + +### Oracle EPM Account Reconciliation Export User Details Report + +Generate, wait for, and download a user-details report as a Sim file. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Repository filename for the generated report | +| `format` | string | No | Report format | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | +| `fileName` | string | Requested report filename | +| `file` | file | Downloaded file stored in this Sim execution | + +### Oracle EPM Account Reconciliation Get Compliance Job Status + +Read the status of one Reconciliation Compliance job. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `jobId` | string | Yes | Reconciliation Compliance job ID | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | + +### Oracle EPM Account Reconciliation Get Matching Job Status + +Read one Transaction Matching job status and validated artifact filenames. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `jobId` | string | Yes | Transaction Matching job ID | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `logFileName` | string | Repository log filename extracted from a validated log-content link | +| `archiveFileName` | string | Repository archive filename extracted from a validated file-content link | + +### Oracle EPM Account Reconciliation Import Balances + +Run an existing data-load definition to import balances for a period. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `period` | string | Yes | Reconciliation period name, not its internal ID | +| `dataLoadDefinition` | string | Yes | Name of the configured data-load definition | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Import Compliance Transactions + +Import pre-mapped Reconciliation Compliance transactions from a staged file. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Exact staged transaction filename | +| `period` | string | Yes | Reconciliation period name, not its internal ID | +| `transactionType` | string | Yes | BEX balance explanations, SRC/SUB adjustments, or VEX variance explanations | +| `dateFormat` | string | Yes | Date format used in the import file, for example MMM d, yyyy | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Import Matching Transactions + +Import pre-mapped transactions into a Transaction Matching data source. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Exact staged transaction filename | +| `matchTypeId` | string | Yes | Text ID of the Transaction Matching match type | +| `dataSource` | string | Yes | Text ID of the Transaction Matching data source | +| `dateFormat` | string | Yes | Date format used in the import file, for example MMM d, yyyy | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | +| `logFileName` | string | Repository log filename extracted from a validated log-content link | + +### Oracle EPM Account Reconciliation Import Premapped Balances + +Import pre-mapped source-system or subsystem balances from a staged file. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Exact staged balance filename | +| `period` | string | Yes | Reconciliation period name, not its internal ID | +| `balanceType` | string | Yes | SRC for source system or SUB for subsystem | +| `currencyBucket` | string | Yes | Configured currency bucket, for example Entered | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Import Profiles + +Import profile or child-profile definitions from a staged CSV file. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Exact staged profile CSV filename | +| `importType` | string | Yes | Profile import method | +| `profileType` | string | Yes | Type of profile definitions | +| `dateFormat` | string | Yes | Date format used in the import file, for example MMM d, yyyy | +| `period` | string | No | Reconciliation period name, not its internal ID | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Import Rates + +Import currency rates from a staged file for a period and rate type. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Exact staged currency-rate filename | +| `period` | string | Yes | Reconciliation period name, not its internal ID | +| `rateType` | string | Yes | Currency rate type | +| `importType` | string | Yes | Currency-rate import method | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Import Reconciliation Attributes + +Load attribute values from a staged file into existing reconciliations. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Exact name of a file already uploaded to the Oracle EPM repository | +| `period` | string | Yes | Reconciliation period name, not its internal ID | +| `rules` | string | No | Comma-separated ALL, SET_ATTR_VAL, CRT_ALT, AUTO_APP, or AUTO_SUB; omit to run no rules | +| `reopen` | boolean | No | Reopen changed reconciliations after import | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation List Files + +List repository files and application snapshots. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `files` | array | Repository files and snapshots | +| ↳ `name` | string | Exact repository filename | +| ↳ `type` | string | EXTERNAL or LCM | +| ↳ `size` | string | File size in bytes | +| ↳ `lastmodifiedtime` | string | Last-modified timestamp as returned by Oracle | + +### Oracle EPM Account Reconciliation List Periods + +List Account Reconciliation periods with a selected status. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `status` | string | No | Period status filter | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `periods` | array | Periods matching the status filter | +| ↳ `Id` | string | Internal period ID | +| ↳ `Name` | string | Period name used by reconciliation operations | +| ↳ `Status` | string | 51 pending, 52 open, 53 closed, or 54 locked | + +### Oracle EPM Account Reconciliation List Reconciliation Comments + +Read comments and attachment references for a reconciliation. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `period` | string | Yes | Reconciliation period name, not its internal ID | +| `accountId` | string | Yes | Account ID of the reconciliation | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `comments` | array | Reconciliation comments and attachment references | +| ↳ `commentId` | number | Comment ID | +| ↳ `parentObjectId` | number | Parent reconciliation object ID | +| ↳ `commentText` | string | Comment text | +| ↳ `postedBy` | string | Posting user | +| ↳ `postedDate` | string | Posting date as returned by Oracle | +| ↳ `references` | array | File and URL references | +| ↳ `referenceId` | number | Reference ID used by Download Comment Attachment | +| ↳ `type` | string | FILE or URL | +| ↳ `name` | string | Reference name | +| ↳ `url` | string | URL reference target; null for FILE references | + +### Oracle EPM Account Reconciliation List Users + +List environment users and optionally their groups and roles. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `userlogin` | string | No | Filter by user login | +| `userattribute` | string | No | Case-insensitive search across user login, first name, last name, or email | +| `epmgroups` | boolean | No | Include EPM groups | +| `idcsgroups` | boolean | No | Include IDCS groups | +| `applicationroles` | boolean | No | Include application roles | +| `granularroles` | boolean | No | Include granular roles | +| `indirect` | boolean | No | Include both direct and indirect memberships | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `users` | array | Environment users with requested memberships | +| ↳ `userlogin` | string | User login | +| ↳ `firstname` | string | First name | +| ↳ `lastname` | string | Last name | +| ↳ `email` | string | Email address | +| ↳ `epmgroups` | array | Group memberships | +| ↳ `groupname` | string | Group name | +| ↳ `description` | string | Group description | +| ↳ `type` | string | Group type | +| ↳ `idcsgroups` | array | Group memberships | +| ↳ `groupname` | string | Group name | +| ↳ `description` | string | Group description | +| ↳ `type` | string | Group type | +| ↳ `applicationroles` | array | Role assignments | +| ↳ `rolename` | string | Role name | +| ↳ `id` | string | Role ID | +| ↳ `granularroles` | array | Role assignments | +| ↳ `rolename` | string | Role name | +| ↳ `id` | string | Role ID | + +### Oracle EPM Account Reconciliation Monitor Reconciliations + +Check whether all reconciliations selected by a public filter are closed. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `periodName` | string | Yes | Reconciliation period name | +| `filterName` | string | Yes | Name of a public reconciliation filter | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Monitor status: -1 some reconciliations remain open, 0 all closed, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `allClosed` | boolean | True only when all filtered reconciliations are closed; -1 means some remain open | + +### Oracle EPM Account Reconciliation Purge Archived Transactions + +Permanently purge transactions from a completed archive job. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `jobId` | string | Yes | ID of the completed archive job whose transactions will be purged | +| `logFileName` | string | No | Optional output log filename | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | +| `logFileName` | string | Repository log filename extracted from a validated log-content link | + +### Oracle EPM Account Reconciliation Purge Matched Transactions + +Permanently purge matched transactions older than the specified age. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `matchTypeId` | string | Yes | Text ID of the Transaction Matching match type | +| `age` | number | Yes | Age in days of matched transactions to purge | +| `filterOperator` | string | No | Account ID filter operator; provide with filterValue | +| `filterValue` | json | No | Account ID filter values as a JSON string array | +| `logFileName` | string | No | Optional output log filename | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | +| `logFileName` | string | Repository log filename extracted from a validated log-content link | + +### Oracle EPM Account Reconciliation Remove Users from Team + +Remove Users from Team using a staged CSV file and an existing team. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Exact name of a file already uploaded to the Oracle EPM repository | +| `teamName` | string | Yes | Name of an existing Account Reconciliation team | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Run Auto Alert + +Run automatic alerts for a Transaction Matching match type. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `matchTypeId` | string | Yes | Text ID of the Transaction Matching match type | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Run Auto Match + +Run automatic matching for a Transaction Matching match type. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `matchTypeId` | string | Yes | Text ID of the Transaction Matching match type | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Run Profile Rules + +Run applicable profile rules, optionally limited by a public profile filter. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `period` | string | Yes | Reconciliation period name, not its internal ID | +| `filter` | string | No | Name of a public filter; omit to process all applicable objects | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Run Reconciliation Rules + +Run reconciliation rules for a period and optional public filter. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `period` | string | Yes | Reconciliation period name, not its internal ID | +| `filter` | string | No | Name of a public filter; omit to process all applicable objects | +| `ruleTypes` | string | No | Case-insensitive comma-separated rule types; omit to run all applicable rules | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Set Period Status + +Change a period status and optionally wait for its reconciliation-opening job. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `period` | string | Yes | Reconciliation period name, not its internal ID | +| `status` | string | Yes | New period status | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | +| `periodStatus` | string | Period status applied immediately, independently of the opening job | + +### Oracle EPM Account Reconciliation Unmatch Auto Match Job + +Unmatch all transactions matched by a specified auto-match job. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `autoMatchJobId` | number | Yes | ID of the auto-match or import-and-auto-match job | +| `createReverseAdjustment` | boolean | Yes | Create reverse adjustments for unmatched transactions | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | + +### Oracle EPM Account Reconciliation Unmatch Transactions + +Unmatch up to 10,000 specified matches in a match type. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `matchTypeId` | string | Yes | Text ID of the Transaction Matching match type | +| `matchIds` | json | Yes | JSON array of numeric match IDs \(maximum 10,000\) | +| `forceReopen` | boolean | No | Reopen affected reconciliations when required | +| `waitForCompletion` | boolean | No | Wait for the accepted job to finish \(default false\) | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(5–300; default 60\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `jobId` | string | Job ID extracted from a validated provider status link | +| `accepted` | boolean | Whether Oracle accepted the launch; preserved if later work fails | +| `logFileName` | string | Repository log filename extracted from a validated log-content link | + +### Oracle EPM Account Reconciliation Upload File + +Upload a Sim file to the EPM repository without overwriting an existing file. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `file` | file | Yes | Sim file to upload | +| `fileName` | string | No | Destination repository filename; defaults to the source filename | +| `extDirPath` | string | No | Optional Data Management directory, such as inbox or inbox/data | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle operation status: -1 in progress, 0 success, positive failure | +| `details` | string | Documented provider details; counts remain provider text | +| `state` | string | Normalized job state: pending, succeeded, or failed | +| `fileName` | string | Exact staged repository filename to pass to import tools | + + diff --git a/apps/sim/blocks/blocks/oracle_epm_account_reconciliation.ts b/apps/sim/blocks/blocks/oracle_epm_account_reconciliation.ts new file mode 100644 index 00000000000..811def32da4 --- /dev/null +++ b/apps/sim/blocks/blocks/oracle_epm_account_reconciliation.ts @@ -0,0 +1,2266 @@ +import { NetSuiteIcon } from '@/components/icons' +import { getScopesForService } from '@/lib/oauth/utils' +import type { BlockConfig, BlockMeta } from '@/blocks/types' +import { AuthMode, IntegrationType } from '@/blocks/types' +import { normalizeFileInput, parseOptionalNumberInput } from '@/blocks/utils' +import type { OracleEpmAccountReconciliationResponse } from '@/tools/oracle_epm_account_reconciliation/types' +import { + optionalBoolean, + optionalString, + parseJson, +} from '@/tools/oracle_epm_account_reconciliation/utils' + +export const OracleEpmAccountReconciliationBlock: BlockConfig = + { + type: 'oracle_epm_account_reconciliation', + name: 'Oracle EPM Account Reconciliation', + description: 'Automate reconciliation, transaction matching, imports, and audit evidence', + longDescription: + 'Connect an Oracle EPM service-account credential to automate Reconciliation Compliance and Transaction Matching. Stage files explicitly, import profiles, balances, rates and transactions, run rules and matching jobs, manage period status and team membership, and retrieve comments, attachments and user reports. Operations require their documented Oracle roles and enabled features. Jobs launch without waiting by default; a requested wait is bounded to 5–300 seconds. Files are limited to 100 MB. This integration does not provide general reconciliation or profile CRUD, generic report execution, or machine-learning operations.', + docsLink: 'https://docs.sim.ai/integrations/oracle_epm_account_reconciliation', + authMode: AuthMode.ApiKey, + category: 'tools', + integrationType: IntegrationType.Commerce, + bgColor: '#FFFFFF', + icon: NetSuiteIcon, + canvasPresentation: { + defaultTitle: 'Oracle EPM Account Reconciliation', + sentences: { + byOperation: { + add_users_to_team: [ + { + text: 'Add users to team', + field: 'teamName', + core: true, + }, + ], + archive_matched_transactions: [ + { + text: 'Archive Matched Transactions for', + field: 'matchTypeId', + core: true, + }, + ], + create_reconciliations: [ + { + text: 'Create Reconciliations for', + field: ['periodSelector', 'manualPeriod'], + core: true, + }, + ], + delete_file: [ + { + text: 'Delete repository file', + field: ['repositoryFileSelector', 'manualRepositoryFile'], + core: true, + }, + ], + delete_profile: [ + { + text: 'Delete profile', + field: 'accountId', + core: true, + }, + ], + download_comment_attachment: [ + { + text: 'Download attachment', + field: 'referenceId', + core: true, + }, + { + text: 'for account', + field: 'accountId', + core: true, + }, + ], + download_file: [ + { + text: 'Download repository file', + field: ['repositoryFileSelector', 'manualRepositoryFile'], + core: true, + }, + ], + export_user_details_report: ['Export User Details Report'], + get_compliance_job_status: [ + { + text: 'Get Compliance Job Status for', + field: 'jobId', + core: true, + }, + ], + get_matching_job_status: [ + { + text: 'Get Matching Job Status for', + field: 'jobId', + core: true, + }, + ], + import_balances: [ + { + text: 'Import Balances for', + field: ['periodSelector', 'manualPeriod'], + core: true, + }, + ], + import_compliance_transactions: [ + { + text: 'Import Compliance Transactions for', + field: ['periodSelector', 'manualPeriod'], + core: true, + }, + ], + import_matching_transactions: [ + { + text: 'Import Matching Transactions for', + field: 'matchTypeId', + core: true, + }, + ], + import_premapped_balances: [ + { + text: 'Import Premapped Balances for', + field: ['periodSelector', 'manualPeriod'], + core: true, + }, + ], + import_profiles: [ + 'Import Profiles', + { + text: 'for', + field: ['periodSelector', 'manualPeriod'], + }, + ], + import_rates: [ + { + text: 'Import Rates for', + field: ['periodSelector', 'manualPeriod'], + core: true, + }, + ], + import_reconciliation_attributes: [ + { + text: 'Import Reconciliation Attributes for', + field: ['periodSelector', 'manualPeriod'], + core: true, + }, + ], + list_files: ['List Files'], + list_periods: ['List Periods'], + list_reconciliation_comments: [ + { + text: 'List Reconciliation Comments for', + field: ['periodSelector', 'manualPeriod'], + core: true, + }, + ], + list_users: ['List Users'], + monitor_reconciliations: [ + { + text: 'Monitor reconciliations in', + field: ['periodSelector', 'manualPeriod'], + core: true, + }, + { + text: 'matching', + field: 'filterName', + core: true, + }, + ], + purge_archived_transactions: [ + { + text: 'Purge Archived Transactions for', + field: 'jobId', + core: true, + }, + ], + purge_matched_transactions: [ + { + text: 'Purge Matched Transactions for', + field: 'matchTypeId', + core: true, + }, + ], + remove_users_from_team: [ + { + text: 'Remove users from team', + field: 'teamName', + core: true, + }, + ], + run_auto_alert: [ + { + text: 'Run Auto Alert for', + field: 'matchTypeId', + core: true, + }, + ], + run_auto_match: [ + { + text: 'Run Auto Match for', + field: 'matchTypeId', + core: true, + }, + ], + run_profile_rules: [ + { + text: 'Run Profile Rules for', + field: ['periodSelector', 'manualPeriod'], + core: true, + }, + ], + run_reconciliation_rules: [ + { + text: 'Run Reconciliation Rules for', + field: ['periodSelector', 'manualPeriod'], + core: true, + }, + ], + set_period_status: [ + { + text: 'Set period', + field: ['periodSelector', 'manualPeriod'], + core: true, + }, + { + text: 'to', + field: 'periodStatus', + core: true, + }, + ], + unmatch_auto_match_job: ['Unmatch Auto Match Job'], + unmatch_transactions: [ + { + text: 'Unmatch Transactions for', + field: 'matchTypeId', + core: true, + }, + ], + upload_file: [ + { + text: 'Upload', + field: ['uploadFile', 'fileRef'], + core: true, + }, + ], + }, + }, + }, + subBlocks: [ + { + id: 'credential', + title: 'Oracle EPM Account', + type: 'oauth-input', + serviceId: 'oracle-epm-account-reconciliation', + requiredScopes: getScopesForService('oracle-epm-account-reconciliation'), + credentialKind: 'service-account', + canonicalParamId: 'oauthCredential', + mode: 'basic', + placeholder: 'Select Oracle EPM credential', + required: true, + }, + { + id: 'manualCredential', + title: 'Oracle EPM Account', + type: 'short-input', + canonicalParamId: 'oauthCredential', + mode: 'advanced', + placeholder: 'Enter credential ID', + required: true, + }, + { + id: 'operation', + title: 'Operation', + type: 'dropdown', + options: [ + { + id: 'add_users_to_team', + label: 'Add Users to Team', + }, + { + id: 'archive_matched_transactions', + label: 'Archive Matched Transactions', + }, + { + id: 'create_reconciliations', + label: 'Create Reconciliations', + }, + { + id: 'delete_file', + label: 'Delete File', + }, + { + id: 'delete_profile', + label: 'Delete Profile', + }, + { + id: 'download_comment_attachment', + label: 'Download Comment Attachment', + }, + { + id: 'download_file', + label: 'Download File', + }, + { + id: 'export_user_details_report', + label: 'Export User Details Report', + }, + { + id: 'get_compliance_job_status', + label: 'Get Compliance Job Status', + }, + { + id: 'get_matching_job_status', + label: 'Get Matching Job Status', + }, + { + id: 'import_balances', + label: 'Import Balances', + }, + { + id: 'import_compliance_transactions', + label: 'Import Compliance Transactions', + }, + { + id: 'import_matching_transactions', + label: 'Import Matching Transactions', + }, + { + id: 'import_premapped_balances', + label: 'Import Premapped Balances', + }, + { + id: 'import_profiles', + label: 'Import Profiles', + }, + { + id: 'import_rates', + label: 'Import Rates', + }, + { + id: 'import_reconciliation_attributes', + label: 'Import Reconciliation Attributes', + }, + { + id: 'list_files', + label: 'List Files', + }, + { + id: 'list_periods', + label: 'List Periods', + }, + { + id: 'list_reconciliation_comments', + label: 'List Reconciliation Comments', + }, + { + id: 'list_users', + label: 'List Users', + }, + { + id: 'monitor_reconciliations', + label: 'Monitor Reconciliations', + }, + { + id: 'purge_archived_transactions', + label: 'Purge Archived Transactions', + }, + { + id: 'purge_matched_transactions', + label: 'Purge Matched Transactions', + }, + { + id: 'remove_users_from_team', + label: 'Remove Users from Team', + }, + { + id: 'run_auto_alert', + label: 'Run Auto Alert', + }, + { + id: 'run_auto_match', + label: 'Run Auto Match', + }, + { + id: 'run_profile_rules', + label: 'Run Profile Rules', + }, + { + id: 'run_reconciliation_rules', + label: 'Run Reconciliation Rules', + }, + { + id: 'set_period_status', + label: 'Set Period Status', + }, + { + id: 'unmatch_auto_match_job', + label: 'Unmatch Auto Match Job', + }, + { + id: 'unmatch_transactions', + label: 'Unmatch Transactions', + }, + { + id: 'upload_file', + label: 'Upload File', + }, + ], + value: () => 'list_periods', + required: true, + }, + { + id: 'repositoryFileSelector', + title: 'Repository File', + type: 'project-selector', + canonicalParamId: 'fileName', + serviceId: 'oracle-epm-account-reconciliation', + selectorKey: 'oracleEpmAccountReconciliation.files', + dependsOn: ['credential'], + mode: 'basic', + required: true, + condition: { + field: 'operation', + value: [ + 'add_users_to_team', + 'delete_file', + 'download_file', + 'import_compliance_transactions', + 'import_matching_transactions', + 'import_premapped_balances', + 'import_profiles', + 'import_rates', + 'import_reconciliation_attributes', + 'remove_users_from_team', + ], + }, + placeholder: 'Select repository file', + }, + { + id: 'manualRepositoryFile', + title: 'Repository File', + type: 'short-input', + canonicalParamId: 'fileName', + mode: 'advanced', + required: true, + condition: { + field: 'operation', + value: [ + 'add_users_to_team', + 'delete_file', + 'download_file', + 'import_compliance_transactions', + 'import_matching_transactions', + 'import_premapped_balances', + 'import_profiles', + 'import_rates', + 'import_reconciliation_attributes', + 'remove_users_from_team', + ], + }, + placeholder: 'Exact name of a file already uploaded to the Oracle EPM repository', + }, + { + id: 'teamName', + title: 'Team Name', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: ['add_users_to_team', 'remove_users_from_team'], + }, + placeholder: 'Name of an existing Account Reconciliation team', + }, + { + id: 'waitForCompletion', + title: 'Wait For Completion', + type: 'switch', + required: false, + condition: { + field: 'operation', + value: [ + 'add_users_to_team', + 'archive_matched_transactions', + 'create_reconciliations', + 'delete_profile', + 'import_balances', + 'import_compliance_transactions', + 'import_matching_transactions', + 'import_premapped_balances', + 'import_profiles', + 'import_rates', + 'import_reconciliation_attributes', + 'purge_archived_transactions', + 'purge_matched_transactions', + 'remove_users_from_team', + 'run_auto_alert', + 'run_auto_match', + 'run_profile_rules', + 'run_reconciliation_rules', + 'set_period_status', + 'unmatch_auto_match_job', + 'unmatch_transactions', + ], + }, + placeholder: 'Wait for the accepted job to finish (default false)', + mode: 'advanced', + }, + { + id: 'maxWaitSeconds', + title: 'Max Wait Seconds', + type: 'short-input', + required: false, + condition: { + field: 'operation', + value: [ + 'add_users_to_team', + 'archive_matched_transactions', + 'create_reconciliations', + 'delete_profile', + 'export_user_details_report', + 'import_balances', + 'import_compliance_transactions', + 'import_matching_transactions', + 'import_premapped_balances', + 'import_profiles', + 'import_rates', + 'import_reconciliation_attributes', + 'purge_archived_transactions', + 'purge_matched_transactions', + 'remove_users_from_team', + 'run_auto_alert', + 'run_auto_match', + 'run_profile_rules', + 'run_reconciliation_rules', + 'set_period_status', + 'unmatch_auto_match_job', + 'unmatch_transactions', + ], + }, + placeholder: 'Maximum wait in seconds (5–300; default 60)', + mode: 'advanced', + value: () => '60', + }, + { + id: 'matchTypeId', + title: 'Match Type ID', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: [ + 'archive_matched_transactions', + 'import_matching_transactions', + 'purge_matched_transactions', + 'run_auto_alert', + 'run_auto_match', + 'unmatch_transactions', + ], + }, + placeholder: 'Text ID of the Transaction Matching match type', + }, + { + id: 'age', + title: 'Age', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: ['archive_matched_transactions', 'purge_matched_transactions'], + }, + placeholder: 'Age in days of matched transactions to archive', + }, + { + id: 'filterOperator', + title: 'Filter Operator', + type: 'dropdown', + required: false, + condition: { + field: 'operation', + value: ['archive_matched_transactions', 'purge_matched_transactions'], + }, + placeholder: 'Account ID filter operator; provide with filterValue', + mode: 'advanced', + options: [ + { + id: 'EQUALS', + label: 'EQUALS', + }, + { + id: 'NOT_EQUALS', + label: 'NOT_EQUALS', + }, + { + id: 'STARTS_WITH', + label: 'STARTS_WITH', + }, + { + id: 'ENDS_WITH', + label: 'ENDS_WITH', + }, + { + id: 'CONTAINS', + label: 'CONTAINS', + }, + { + id: 'NOT_CONTAINS', + label: 'NOT_CONTAINS', + }, + ], + }, + { + id: 'filterValue', + title: 'Filter Value', + type: 'long-input', + required: false, + condition: { + field: 'operation', + value: ['archive_matched_transactions', 'purge_matched_transactions'], + }, + placeholder: 'Account ID filter values as a JSON string array', + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: 'Account ID filter values as a JSON string array. Return ONLY the JSON array', + placeholder: 'Describe filter value', + generationType: 'json-object', + }, + }, + { + id: 'logFileName', + title: 'Log File Name', + type: 'short-input', + required: false, + condition: { + field: 'operation', + value: [ + 'archive_matched_transactions', + 'purge_archived_transactions', + 'purge_matched_transactions', + ], + }, + placeholder: 'Optional output log filename', + mode: 'advanced', + }, + { + id: 'outputFileName', + title: 'Output Filename', + type: 'short-input', + required: { + field: 'operation', + value: ['export_user_details_report'], + }, + condition: { + field: 'operation', + value: ['archive_matched_transactions', 'export_user_details_report', 'upload_file'], + }, + placeholder: 'Report filename, or optional archive/upload filename', + }, + { + id: 'periodSelector', + title: 'Period', + type: 'project-selector', + canonicalParamId: 'period', + serviceId: 'oracle-epm-account-reconciliation', + selectorKey: 'oracleEpmAccountReconciliation.periods', + dependsOn: ['credential'], + mode: 'basic', + required: { + field: 'operation', + value: [ + 'create_reconciliations', + 'download_comment_attachment', + 'import_balances', + 'import_compliance_transactions', + 'import_premapped_balances', + 'import_rates', + 'import_reconciliation_attributes', + 'list_reconciliation_comments', + 'monitor_reconciliations', + 'run_profile_rules', + 'run_reconciliation_rules', + 'set_period_status', + ], + }, + condition: { + field: 'operation', + value: [ + 'create_reconciliations', + 'download_comment_attachment', + 'import_balances', + 'import_compliance_transactions', + 'import_premapped_balances', + 'import_profiles', + 'import_rates', + 'import_reconciliation_attributes', + 'list_reconciliation_comments', + 'monitor_reconciliations', + 'run_profile_rules', + 'run_reconciliation_rules', + 'set_period_status', + ], + }, + placeholder: 'Select period', + }, + { + id: 'manualPeriod', + title: 'Period', + type: 'short-input', + canonicalParamId: 'period', + mode: 'advanced', + required: { + field: 'operation', + value: [ + 'create_reconciliations', + 'download_comment_attachment', + 'import_balances', + 'import_compliance_transactions', + 'import_premapped_balances', + 'import_rates', + 'import_reconciliation_attributes', + 'list_reconciliation_comments', + 'monitor_reconciliations', + 'run_profile_rules', + 'run_reconciliation_rules', + 'set_period_status', + ], + }, + condition: { + field: 'operation', + value: [ + 'create_reconciliations', + 'download_comment_attachment', + 'import_balances', + 'import_compliance_transactions', + 'import_premapped_balances', + 'import_profiles', + 'import_rates', + 'import_reconciliation_attributes', + 'list_reconciliation_comments', + 'monitor_reconciliations', + 'run_profile_rules', + 'run_reconciliation_rules', + 'set_period_status', + ], + }, + placeholder: 'Reconciliation period name, not its internal ID', + }, + { + id: 'filter', + title: 'Filter', + type: 'short-input', + required: false, + condition: { + field: 'operation', + value: ['create_reconciliations', 'run_profile_rules', 'run_reconciliation_rules'], + }, + placeholder: 'Name of a public filter; omit to process all applicable objects', + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Name of a public filter; omit to process all applicable objects. Return ONLY the text value', + placeholder: 'Describe filter', + }, + }, + { + id: 'accountId', + title: 'Account ID', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: ['delete_profile', 'download_comment_attachment', 'list_reconciliation_comments'], + }, + placeholder: 'Account ID of the profile to delete', + }, + { + id: 'referenceId', + title: 'Reference ID', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: ['download_comment_attachment'], + }, + placeholder: 'FILE reference ID returned by List Reconciliation Comments', + }, + { + id: 'format', + title: 'Format', + type: 'dropdown', + required: false, + condition: { + field: 'operation', + value: ['export_user_details_report'], + }, + placeholder: 'Report format', + mode: 'advanced', + options: [ + { + id: 'CSV', + label: 'CSV', + }, + { + id: 'XLS', + label: 'XLS', + }, + ], + value: () => 'CSV', + }, + { + id: 'jobId', + title: 'Job ID', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: [ + 'get_compliance_job_status', + 'get_matching_job_status', + 'purge_archived_transactions', + ], + }, + placeholder: 'Job ID; for purge, use the completed archive job ID', + }, + { + id: 'dataLoadDefinition', + title: 'Data Load Definition', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: ['import_balances'], + }, + placeholder: 'Name of the configured data-load definition', + }, + { + id: 'transactionType', + title: 'Transaction Type', + type: 'dropdown', + required: true, + condition: { + field: 'operation', + value: ['import_compliance_transactions'], + }, + placeholder: 'BEX balance explanations, SRC/SUB adjustments, or VEX variance explanations', + options: [ + { + id: 'BEX', + label: 'BEX', + }, + { + id: 'SRC', + label: 'SRC', + }, + { + id: 'SUB', + label: 'SUB', + }, + { + id: 'VEX', + label: 'VEX', + }, + ], + }, + { + id: 'dateFormat', + title: 'Date Format', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: [ + 'import_compliance_transactions', + 'import_matching_transactions', + 'import_profiles', + ], + }, + placeholder: 'Date format used in the import file, for example MMM d, yyyy', + wandConfig: { + enabled: true, + prompt: + 'Date format used in the import file, for example MMM d, yyyy. Return ONLY the text value', + placeholder: 'Describe date format', + }, + }, + { + id: 'dataSource', + title: 'Data Source', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: ['import_matching_transactions'], + }, + placeholder: 'Text ID of the Transaction Matching data source', + }, + { + id: 'balanceType', + title: 'Balance Type', + type: 'dropdown', + required: true, + condition: { + field: 'operation', + value: ['import_premapped_balances'], + }, + placeholder: 'SRC for source system or SUB for subsystem', + options: [ + { + id: 'SRC', + label: 'SRC', + }, + { + id: 'SUB', + label: 'SUB', + }, + ], + }, + { + id: 'currencyBucket', + title: 'Currency Bucket', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: ['import_premapped_balances'], + }, + placeholder: 'Configured currency bucket, for example Entered', + }, + { + id: 'profileImportType', + title: 'Profile Import Method', + type: 'dropdown', + required: true, + condition: { + field: 'operation', + value: ['import_profiles'], + }, + placeholder: 'Profile import method', + options: [ + { + id: 'Replace', + label: 'Replace', + }, + { + id: 'Update', + label: 'Update', + }, + ], + }, + { + id: 'profileType', + title: 'Profile Type', + type: 'dropdown', + required: true, + condition: { + field: 'operation', + value: ['import_profiles'], + }, + placeholder: 'Type of profile definitions', + options: [ + { + id: 'Profiles', + label: 'Profiles', + }, + { + id: 'Children', + label: 'Children', + }, + ], + }, + { + id: 'rateType', + title: 'Rate Type', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: ['import_rates'], + }, + placeholder: 'Currency rate type', + }, + { + id: 'rateImportType', + title: 'Rate Import Method', + type: 'dropdown', + required: true, + condition: { + field: 'operation', + value: ['import_rates'], + }, + placeholder: 'Currency-rate import method', + options: [ + { + id: 'Replace', + label: 'Replace', + }, + { + id: 'ReplaceAll', + label: 'ReplaceAll', + }, + ], + }, + { + id: 'rules', + title: 'Rules', + type: 'short-input', + required: false, + condition: { + field: 'operation', + value: ['import_reconciliation_attributes'], + }, + placeholder: + 'Comma-separated ALL, SET_ATTR_VAL, CRT_ALT, AUTO_APP, or AUTO_SUB; omit to run no rules', + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Comma-separated ALL, SET_ATTR_VAL, CRT_ALT, AUTO_APP, or AUTO_SUB; omit to run no rules. Return ONLY the text value', + placeholder: 'Describe rules', + }, + }, + { + id: 'reopen', + title: 'Reopen', + type: 'switch', + required: false, + condition: { + field: 'operation', + value: ['import_reconciliation_attributes'], + }, + placeholder: 'Reopen changed reconciliations after import', + mode: 'advanced', + }, + { + id: 'periodStatusFilter', + title: 'Period Status Filter', + type: 'dropdown', + required: false, + condition: { + field: 'operation', + value: ['list_periods'], + }, + placeholder: 'Period status filter', + mode: 'advanced', + options: [ + { + id: 'ALL', + label: 'ALL', + }, + { + id: 'OPEN', + label: 'OPEN', + }, + { + id: 'CLOSED', + label: 'CLOSED', + }, + { + id: 'LOCKED', + label: 'LOCKED', + }, + { + id: 'PENDING', + label: 'PENDING', + }, + { + id: 'OPEN_PENDING', + label: 'OPEN_PENDING', + }, + ], + value: () => 'ALL', + }, + { + id: 'userlogin', + title: 'User Login', + type: 'short-input', + required: false, + condition: { + field: 'operation', + value: ['list_users'], + }, + placeholder: 'Filter by user login', + mode: 'advanced', + }, + { + id: 'userattribute', + title: 'User Attribute Search', + type: 'short-input', + required: false, + condition: { + field: 'operation', + value: ['list_users'], + }, + placeholder: 'Case-insensitive search across user login, first name, last name, or email', + mode: 'advanced', + }, + { + id: 'epmgroups', + title: 'Include EPM Groups', + type: 'switch', + required: false, + condition: { + field: 'operation', + value: ['list_users'], + }, + placeholder: 'Include EPM groups', + mode: 'advanced', + }, + { + id: 'idcsgroups', + title: 'Include IDCS Groups', + type: 'switch', + required: false, + condition: { + field: 'operation', + value: ['list_users'], + }, + placeholder: 'Include IDCS groups', + mode: 'advanced', + }, + { + id: 'applicationroles', + title: 'Include Application Roles', + type: 'switch', + required: false, + condition: { + field: 'operation', + value: ['list_users'], + }, + placeholder: 'Include application roles', + mode: 'advanced', + }, + { + id: 'granularroles', + title: 'Include Granular Roles', + type: 'switch', + required: false, + condition: { + field: 'operation', + value: ['list_users'], + }, + placeholder: 'Include granular roles', + mode: 'advanced', + }, + { + id: 'indirect', + title: 'Include Indirect Memberships', + type: 'switch', + required: false, + condition: { + field: 'operation', + value: ['list_users'], + }, + placeholder: 'Include both direct and indirect memberships', + mode: 'advanced', + }, + { + id: 'filterName', + title: 'Filter Name', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: ['monitor_reconciliations'], + }, + placeholder: 'Name of a public reconciliation filter', + wandConfig: { + enabled: true, + prompt: 'Name of a public reconciliation filter. Return ONLY the text value', + placeholder: 'Describe filter name', + }, + }, + { + id: 'ruleTypes', + title: 'Rule Types', + type: 'short-input', + required: false, + condition: { + field: 'operation', + value: ['run_reconciliation_rules'], + }, + placeholder: + 'Case-insensitive comma-separated rule types; omit to run all applicable rules', + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Case-insensitive comma-separated rule types; omit to run all applicable rules. Return ONLY the text value', + placeholder: 'Describe rule types', + }, + }, + { + id: 'periodStatus', + title: 'New Period Status', + type: 'dropdown', + required: true, + condition: { + field: 'operation', + value: ['set_period_status'], + }, + placeholder: 'New period status', + options: [ + { + id: 'pending', + label: 'pending', + }, + { + id: 'open', + label: 'open', + }, + { + id: 'closed', + label: 'closed', + }, + { + id: 'locked', + label: 'locked', + }, + ], + }, + { + id: 'autoMatchJobId', + title: 'Auto Match Job ID', + type: 'short-input', + required: true, + condition: { + field: 'operation', + value: ['unmatch_auto_match_job'], + }, + placeholder: 'ID of the auto-match or import-and-auto-match job', + }, + { + id: 'createReverseAdjustment', + title: 'Create Reverse Adjustment', + type: 'switch', + required: true, + condition: { + field: 'operation', + value: ['unmatch_auto_match_job'], + }, + placeholder: 'Create reverse adjustments for unmatched transactions', + }, + { + id: 'matchIds', + title: 'Match IDs', + type: 'long-input', + required: true, + condition: { + field: 'operation', + value: ['unmatch_transactions'], + }, + placeholder: 'JSON array of numeric match IDs (maximum 10,000)', + wandConfig: { + enabled: true, + prompt: 'JSON array of numeric match IDs (maximum 10,000). Return ONLY the JSON array', + placeholder: 'Describe match ids', + generationType: 'json-object', + }, + }, + { + id: 'forceReopen', + title: 'Force Reopen', + type: 'switch', + required: false, + condition: { + field: 'operation', + value: ['unmatch_transactions'], + }, + placeholder: 'Reopen affected reconciliations when required', + mode: 'advanced', + }, + { + id: 'uploadFile', + title: 'File', + type: 'file-upload', + canonicalParamId: 'file', + mode: 'basic', + multiple: false, + required: true, + condition: { + field: 'operation', + value: ['upload_file'], + }, + }, + { + id: 'fileRef', + title: 'File', + type: 'short-input', + canonicalParamId: 'file', + mode: 'advanced', + required: true, + condition: { + field: 'operation', + value: ['upload_file'], + }, + placeholder: 'Reference a file from a previous block', + }, + { + id: 'extDirPath', + title: 'Upload Directory', + type: 'short-input', + required: false, + condition: { + field: 'operation', + value: ['upload_file'], + }, + placeholder: 'Optional Data Management directory, such as inbox or inbox/data', + mode: 'advanced', + }, + ], + tools: { + access: [ + 'oracle_epm_account_reconciliation_add_users_to_team', + 'oracle_epm_account_reconciliation_archive_matched_transactions', + 'oracle_epm_account_reconciliation_create_reconciliations', + 'oracle_epm_account_reconciliation_delete_file', + 'oracle_epm_account_reconciliation_delete_profile', + 'oracle_epm_account_reconciliation_download_comment_attachment', + 'oracle_epm_account_reconciliation_download_file', + 'oracle_epm_account_reconciliation_export_user_details_report', + 'oracle_epm_account_reconciliation_get_compliance_job_status', + 'oracle_epm_account_reconciliation_get_matching_job_status', + 'oracle_epm_account_reconciliation_import_balances', + 'oracle_epm_account_reconciliation_import_compliance_transactions', + 'oracle_epm_account_reconciliation_import_matching_transactions', + 'oracle_epm_account_reconciliation_import_premapped_balances', + 'oracle_epm_account_reconciliation_import_profiles', + 'oracle_epm_account_reconciliation_import_rates', + 'oracle_epm_account_reconciliation_import_recon_attributes', + 'oracle_epm_account_reconciliation_list_files', + 'oracle_epm_account_reconciliation_list_periods', + 'oracle_epm_account_reconciliation_list_reconciliation_comments', + 'oracle_epm_account_reconciliation_list_users', + 'oracle_epm_account_reconciliation_monitor_reconciliations', + 'oracle_epm_account_reconciliation_purge_archived_transactions', + 'oracle_epm_account_reconciliation_purge_matched_transactions', + 'oracle_epm_account_reconciliation_remove_users_from_team', + 'oracle_epm_account_reconciliation_run_auto_alert', + 'oracle_epm_account_reconciliation_run_auto_match', + 'oracle_epm_account_reconciliation_run_profile_rules', + 'oracle_epm_account_reconciliation_run_reconciliation_rules', + 'oracle_epm_account_reconciliation_set_period_status', + 'oracle_epm_account_reconciliation_unmatch_auto_match_job', + 'oracle_epm_account_reconciliation_unmatch_transactions', + 'oracle_epm_account_reconciliation_upload_file', + ], + config: { + tool: (params) => { + switch (params.operation) { + case 'import_reconciliation_attributes': + return 'oracle_epm_account_reconciliation_import_recon_attributes' + default: + return `oracle_epm_account_reconciliation_${params.operation ?? 'list_periods'}` + } + }, + params: (params) => { + switch (params.operation ?? 'list_periods') { + case 'add_users_to_team': + return { + ...params, + fileName: params.fileName, + teamName: params.teamName, + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'archive_matched_transactions': + return { + ...params, + matchTypeId: params.matchTypeId, + age: parseOptionalNumberInput(params.age, 'Age', { integer: true, min: 0 }), + filterOperator: optionalString(params.filterOperator), + filterValue: parseJson(params.filterValue, 'Filter Value'), + logFileName: optionalString(params.logFileName), + fileName: optionalString(params.outputFileName), + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'create_reconciliations': + return { + ...params, + period: params.period, + filter: optionalString(params.filter), + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'delete_file': + return { ...params, fileName: params.fileName } + case 'delete_profile': + return { + ...params, + accountId: params.accountId, + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'download_comment_attachment': + return { + ...params, + period: params.period, + accountId: params.accountId, + referenceId: params.referenceId, + } + case 'download_file': + return { ...params, fileName: params.fileName } + case 'export_user_details_report': + return { + ...params, + fileName: params.outputFileName, + format: optionalString(params.format), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'get_compliance_job_status': + return { ...params, jobId: params.jobId } + case 'get_matching_job_status': + return { ...params, jobId: params.jobId } + case 'import_balances': + return { + ...params, + period: params.period, + dataLoadDefinition: params.dataLoadDefinition, + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'import_compliance_transactions': + return { + ...params, + fileName: params.fileName, + period: params.period, + transactionType: params.transactionType, + dateFormat: params.dateFormat, + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'import_matching_transactions': + return { + ...params, + fileName: params.fileName, + matchTypeId: params.matchTypeId, + dataSource: params.dataSource, + dateFormat: params.dateFormat, + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'import_premapped_balances': + return { + ...params, + fileName: params.fileName, + period: params.period, + balanceType: params.balanceType, + currencyBucket: params.currencyBucket, + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'import_profiles': + return { + ...params, + fileName: params.fileName, + importType: params.profileImportType, + profileType: params.profileType, + dateFormat: params.dateFormat, + period: optionalString(params.period), + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'import_rates': + return { + ...params, + fileName: params.fileName, + period: params.period, + rateType: params.rateType, + importType: params.rateImportType, + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'import_reconciliation_attributes': + return { + ...params, + fileName: params.fileName, + period: params.period, + rules: optionalString(params.rules), + reopen: optionalBoolean(params.reopen), + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'list_files': + return { ...params } + case 'list_periods': + return { ...params, status: optionalString(params.periodStatusFilter) } + case 'list_reconciliation_comments': + return { ...params, period: params.period, accountId: params.accountId } + case 'list_users': + return { + ...params, + userlogin: optionalString(params.userlogin), + userattribute: optionalString(params.userattribute), + epmgroups: optionalBoolean(params.epmgroups), + idcsgroups: optionalBoolean(params.idcsgroups), + applicationroles: optionalBoolean(params.applicationroles), + granularroles: optionalBoolean(params.granularroles), + indirect: optionalBoolean(params.indirect), + } + case 'monitor_reconciliations': + return { ...params, periodName: params.period, filterName: params.filterName } + case 'purge_archived_transactions': + return { + ...params, + jobId: params.jobId, + logFileName: optionalString(params.logFileName), + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'purge_matched_transactions': + return { + ...params, + matchTypeId: params.matchTypeId, + age: parseOptionalNumberInput(params.age, 'Age', { integer: true, min: 0 }), + filterOperator: optionalString(params.filterOperator), + filterValue: parseJson(params.filterValue, 'Filter Value'), + logFileName: optionalString(params.logFileName), + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'remove_users_from_team': + return { + ...params, + fileName: params.fileName, + teamName: params.teamName, + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'run_auto_alert': + return { + ...params, + matchTypeId: params.matchTypeId, + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'run_auto_match': + return { + ...params, + matchTypeId: params.matchTypeId, + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'run_profile_rules': + return { + ...params, + period: params.period, + filter: optionalString(params.filter), + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'run_reconciliation_rules': + return { + ...params, + period: params.period, + filter: optionalString(params.filter), + ruleTypes: optionalString(params.ruleTypes), + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'set_period_status': + return { + ...params, + period: params.period, + status: params.periodStatus, + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'unmatch_auto_match_job': + return { + ...params, + autoMatchJobId: parseOptionalNumberInput( + params.autoMatchJobId, + 'Auto Match Job ID', + { integer: true, min: 0 } + ), + createReverseAdjustment: optionalBoolean(params.createReverseAdjustment), + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'unmatch_transactions': + return { + ...params, + matchTypeId: params.matchTypeId, + matchIds: parseJson(params.matchIds, 'Match IDs'), + forceReopen: optionalBoolean(params.forceReopen), + waitForCompletion: optionalBoolean(params.waitForCompletion), + maxWaitSeconds: parseOptionalNumberInput( + params.maxWaitSeconds, + 'Max Wait Seconds', + { integer: true, min: 5, max: 300 } + ), + } + case 'upload_file': + return { + ...params, + file: normalizeFileInput(params.file, { single: true }), + fileName: optionalString(params.outputFileName), + extDirPath: optionalString(params.extDirPath), + } + default: + throw new Error('Unsupported Account Reconciliation operation') + } + }, + }, + }, + inputs: { + operation: { + type: 'string', + description: 'Account Reconciliation operation', + }, + oauthCredential: { + type: 'string', + description: 'Oracle EPM service-account credential', + }, + fileName: { + type: 'string', + description: 'Exact name of a file already uploaded to the Oracle EPM repository', + }, + teamName: { + type: 'string', + description: 'Name of an existing Account Reconciliation team', + }, + waitForCompletion: { + type: 'boolean', + description: 'Wait for the accepted job to finish (default false)', + }, + maxWaitSeconds: { + type: 'number', + description: 'Maximum wait in seconds (5–300; default 60)', + }, + matchTypeId: { + type: 'string', + description: 'Text ID of the Transaction Matching match type', + }, + age: { + type: 'number', + description: 'Age in days of matched transactions to archive', + }, + filterOperator: { + type: 'string', + description: 'Account ID filter operator; provide with filterValue', + }, + filterValue: { + type: 'json', + description: 'Account ID filter values as a JSON string array', + }, + logFileName: { + type: 'string', + description: 'Optional output log filename', + }, + outputFileName: { + type: 'string', + description: 'Optional output archive ZIP filename', + }, + period: { + type: 'string', + description: 'Reconciliation period name, not its internal ID', + }, + filter: { + type: 'string', + description: 'Name of a public filter; omit to process all applicable objects', + }, + accountId: { + type: 'string', + description: 'Account ID of the profile to delete', + }, + referenceId: { + type: 'string', + description: 'FILE reference ID returned by List Reconciliation Comments', + }, + format: { + type: 'string', + description: 'Report format', + }, + jobId: { + type: 'string', + description: 'Compliance or Matching job ID; for purge, use the completed archive job ID', + }, + dataLoadDefinition: { + type: 'string', + description: 'Name of the configured data-load definition', + }, + transactionType: { + type: 'string', + description: 'BEX balance explanations, SRC/SUB adjustments, or VEX variance explanations', + }, + dateFormat: { + type: 'string', + description: 'Date format used in the import file, for example MMM d, yyyy', + }, + dataSource: { + type: 'string', + description: 'Text ID of the Transaction Matching data source', + }, + balanceType: { + type: 'string', + description: 'SRC for source system or SUB for subsystem', + }, + currencyBucket: { + type: 'string', + description: 'Configured currency bucket, for example Entered', + }, + profileImportType: { + type: 'string', + description: 'Profile import method', + }, + profileType: { + type: 'string', + description: 'Type of profile definitions', + }, + rateType: { + type: 'string', + description: 'Currency rate type', + }, + rateImportType: { + type: 'string', + description: 'Currency-rate import method', + }, + rules: { + type: 'string', + description: + 'Comma-separated ALL, SET_ATTR_VAL, CRT_ALT, AUTO_APP, or AUTO_SUB; omit to run no rules', + }, + reopen: { + type: 'boolean', + description: 'Reopen changed reconciliations after import', + }, + periodStatusFilter: { + type: 'string', + description: 'Period status filter', + }, + userlogin: { + type: 'string', + description: 'Filter by user login', + }, + userattribute: { + type: 'string', + description: 'Case-insensitive search across user login, first name, last name, or email', + }, + epmgroups: { + type: 'boolean', + description: 'Include EPM groups', + }, + idcsgroups: { + type: 'boolean', + description: 'Include IDCS groups', + }, + applicationroles: { + type: 'boolean', + description: 'Include application roles', + }, + granularroles: { + type: 'boolean', + description: 'Include granular roles', + }, + indirect: { + type: 'boolean', + description: 'Include both direct and indirect memberships', + }, + filterName: { + type: 'string', + description: 'Name of a public reconciliation filter', + }, + ruleTypes: { + type: 'string', + description: + 'Case-insensitive comma-separated rule types; omit to run all applicable rules', + }, + periodStatus: { + type: 'string', + description: 'New period status', + }, + autoMatchJobId: { + type: 'number', + description: 'ID of the auto-match or import-and-auto-match job', + }, + createReverseAdjustment: { + type: 'boolean', + description: 'Create reverse adjustments for unmatched transactions', + }, + matchIds: { + type: 'json', + description: 'JSON array of numeric match IDs (maximum 10,000)', + }, + forceReopen: { + type: 'boolean', + description: 'Reopen affected reconciliations when required', + }, + file: { + type: 'file', + description: 'Sim file to upload', + }, + extDirPath: { + type: 'string', + description: 'Optional Data Management directory, such as inbox or inbox/data', + }, + }, + outputs: { + status: { + type: 'number', + description: + 'Oracle status: -1 pending job (Monitor: some reconciliations remain open), 0 success (Monitor: all closed), positive failure', + condition: { + field: 'operation', + value: [ + 'add_users_to_team', + 'archive_matched_transactions', + 'create_reconciliations', + 'delete_file', + 'delete_profile', + 'export_user_details_report', + 'get_compliance_job_status', + 'get_matching_job_status', + 'import_balances', + 'import_compliance_transactions', + 'import_matching_transactions', + 'import_premapped_balances', + 'import_profiles', + 'import_rates', + 'import_reconciliation_attributes', + 'list_files', + 'list_periods', + 'list_users', + 'monitor_reconciliations', + 'purge_archived_transactions', + 'purge_matched_transactions', + 'remove_users_from_team', + 'run_auto_alert', + 'run_auto_match', + 'run_profile_rules', + 'run_reconciliation_rules', + 'set_period_status', + 'unmatch_auto_match_job', + 'unmatch_transactions', + 'upload_file', + ], + }, + }, + details: { + type: 'string', + description: 'Documented provider details; counts remain provider text', + condition: { + field: 'operation', + value: [ + 'add_users_to_team', + 'archive_matched_transactions', + 'create_reconciliations', + 'delete_file', + 'delete_profile', + 'export_user_details_report', + 'get_compliance_job_status', + 'get_matching_job_status', + 'import_balances', + 'import_compliance_transactions', + 'import_matching_transactions', + 'import_premapped_balances', + 'import_profiles', + 'import_rates', + 'import_reconciliation_attributes', + 'list_files', + 'list_periods', + 'monitor_reconciliations', + 'purge_archived_transactions', + 'purge_matched_transactions', + 'remove_users_from_team', + 'run_auto_alert', + 'run_auto_match', + 'run_profile_rules', + 'run_reconciliation_rules', + 'set_period_status', + 'unmatch_auto_match_job', + 'unmatch_transactions', + 'upload_file', + ], + }, + }, + state: { + type: 'string', + description: 'Normalized job state: pending, succeeded, or failed', + condition: { + field: 'operation', + value: [ + 'add_users_to_team', + 'archive_matched_transactions', + 'create_reconciliations', + 'delete_profile', + 'export_user_details_report', + 'get_compliance_job_status', + 'get_matching_job_status', + 'import_balances', + 'import_compliance_transactions', + 'import_matching_transactions', + 'import_premapped_balances', + 'import_profiles', + 'import_rates', + 'import_reconciliation_attributes', + 'purge_archived_transactions', + 'purge_matched_transactions', + 'remove_users_from_team', + 'run_auto_alert', + 'run_auto_match', + 'run_profile_rules', + 'run_reconciliation_rules', + 'set_period_status', + 'unmatch_auto_match_job', + 'unmatch_transactions', + 'upload_file', + ], + }, + }, + jobId: { + type: 'string', + description: 'Job ID extracted from a validated provider status link', + condition: { + field: 'operation', + value: [ + 'add_users_to_team', + 'archive_matched_transactions', + 'create_reconciliations', + 'delete_profile', + 'export_user_details_report', + 'get_compliance_job_status', + 'get_matching_job_status', + 'import_balances', + 'import_compliance_transactions', + 'import_matching_transactions', + 'import_premapped_balances', + 'import_profiles', + 'import_rates', + 'import_reconciliation_attributes', + 'purge_archived_transactions', + 'purge_matched_transactions', + 'remove_users_from_team', + 'run_auto_alert', + 'run_auto_match', + 'run_profile_rules', + 'run_reconciliation_rules', + 'set_period_status', + 'unmatch_auto_match_job', + 'unmatch_transactions', + ], + }, + }, + accepted: { + type: 'boolean', + description: 'Whether Oracle accepted the launch; preserved if later work fails', + condition: { + field: 'operation', + value: [ + 'add_users_to_team', + 'archive_matched_transactions', + 'create_reconciliations', + 'delete_profile', + 'export_user_details_report', + 'import_balances', + 'import_compliance_transactions', + 'import_matching_transactions', + 'import_premapped_balances', + 'import_profiles', + 'import_rates', + 'import_reconciliation_attributes', + 'purge_archived_transactions', + 'purge_matched_transactions', + 'remove_users_from_team', + 'run_auto_alert', + 'run_auto_match', + 'run_profile_rules', + 'run_reconciliation_rules', + 'set_period_status', + 'unmatch_auto_match_job', + 'unmatch_transactions', + ], + }, + }, + logFileName: { + type: 'string', + description: 'Repository log filename extracted from a validated log-content link', + condition: { + field: 'operation', + value: [ + 'archive_matched_transactions', + 'get_matching_job_status', + 'import_matching_transactions', + 'purge_archived_transactions', + 'purge_matched_transactions', + 'unmatch_transactions', + ], + }, + }, + archiveFileName: { + type: 'string', + description: 'Repository archive filename extracted from a validated file-content link', + condition: { + field: 'operation', + value: ['archive_matched_transactions', 'get_matching_job_status'], + }, + }, + fileName: { + type: 'string', + description: 'Exact repository or report filename', + condition: { + field: 'operation', + value: ['delete_file', 'export_user_details_report', 'upload_file'], + }, + }, + file: { + type: 'file', + description: 'Downloaded file stored in this Sim execution', + condition: { + field: 'operation', + value: ['download_comment_attachment', 'download_file', 'export_user_details_report'], + }, + }, + files: { + type: 'json', + description: 'Repository files and snapshots (name, type, size, lastmodifiedtime)', + condition: { + field: 'operation', + value: ['list_files'], + }, + }, + periods: { + type: 'json', + description: 'Periods matching the status filter (Id, Name, Status)', + condition: { + field: 'operation', + value: ['list_periods'], + }, + }, + comments: { + type: 'json', + description: + 'Reconciliation comments and attachment references (commentId, parentObjectId, commentText, postedBy, postedDate, references)', + condition: { + field: 'operation', + value: ['list_reconciliation_comments'], + }, + }, + users: { + type: 'json', + description: + 'Environment users with requested memberships (userlogin, firstname, lastname, email, epmgroups, idcsgroups, applicationroles, granularroles)', + condition: { + field: 'operation', + value: ['list_users'], + }, + }, + allClosed: { + type: 'boolean', + description: + 'True only when all filtered reconciliations are closed; -1 means some remain open', + condition: { + field: 'operation', + value: ['monitor_reconciliations'], + }, + }, + periodStatus: { + type: 'string', + description: 'Period status applied immediately, independently of the opening job', + condition: { + field: 'operation', + value: ['set_period_status'], + }, + }, + }, + } + +export const OracleEpmAccountReconciliationBlockMeta = { + tags: ['automation', 'data-analytics'], + url: 'https://www.oracle.com/performance-management/account-reconciliation/', + templates: [ + { + icon: NetSuiteIcon, + title: 'Prepare a reconciliation period', + prompt: + 'Build a workflow that lists periods, selects a period by name, creates reconciliations using a configured public profile filter, waits for completion, and opens the period only after successful creation. Report the period change separately from its reconciliation-opening job.', + modules: ['workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Load period-end balances', + prompt: + 'Build a workflow that uploads a balance CSV, imports pre-mapped balances for the selected period, balance type and currency bucket, and checks the compliance job result before any explicitly requested cleanup.', + modules: ['files', 'workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Automate transaction matching', + prompt: + 'Create a workflow that uploads a transaction file, imports it into a configured match type and data source, waits for successful import, and then runs Auto Match. Preserve both job IDs and report failures without resubmitting mutations.', + modules: ['files', 'workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Monitor reconciliation close', + prompt: + 'Build a scheduled workflow that monitors reconciliations for a period and public filter, reports whether all are closed, and preserves Oracle details without interpreting open reconciliations as a pending job.', + modules: ['scheduled', 'workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Collect reconciliation evidence', + prompt: + 'Create a workflow that reads comments for a supplied period and account ID, lets the user select a FILE reference, and downloads that attachment into execution storage for review.', + modules: ['files', 'workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Review user access', + prompt: + 'Build a workflow that generates and downloads a CSV user-details report for Account Reconciliation. Return the report file and job status, and do not modify user access as part of the report.', + modules: ['files', 'workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Archive before approved purging', + prompt: + 'Build a retention workflow that archives old matched transactions for a specified match type and account filter, checks the job, downloads the validated archive filename, and purges that archive job only after explicit approval and verification that the archive was retained.', + modules: ['files', 'workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + ], + skills: [ + { + name: 'prepare-reconciliation-period', + description: 'Create reconciliations and open their period in the correct order.', + content: + '# Prepare a reconciliation period\n\n## Steps\n\n1. List Periods and use the selected period name, not its internal ID.\n2. Create Reconciliations with the requested public profile filter and wait or check Get Compliance Job Status.\n3. After success, Set Period Status to open only if requested. Keep the period status separate from the opening job result.\n\n## Output\n\nReturn the period name and each accepted job ID. Do not automatically retry a mutation.\n\n[Oracle documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_create_reconciliation.html)', + }, + { + name: 'import-reconciliation-balances', + description: 'Stage and import period balances using the configured balance contract.', + content: + '# Import reconciliation balances\n\n## Steps\n\n1. Upload File and retain its returned repository filename.\n2. Use Import Premapped Balances with that filename, period name, SRC or SUB, and the configured currency bucket.\n3. Wait for completion or use Get Compliance Job Status before downstream work.\n\n## Output\n\nReturn the job status and provider details. Delete staging files only when explicitly requested.\n\n[Oracle documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_import_pre_mapped_balances.html)', + }, + { + name: 'run-transaction-matching', + description: 'Import transactions before running automatic matching.', + content: + '# Run transaction matching\n\n## Steps\n\n1. Upload the transaction file.\n2. Import Matching Transactions with the configured match type, data source and date format.\n3. Check successful import before Run Auto Match, then inspect Get Matching Job Status.\n\n## Output\n\nKeep both job IDs and report provider details. Do not infer match counts from text.\n\n[Oracle documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_tm_automatch.html)', + }, + { + name: 'monitor-reconciliation-close', + description: 'Check whether the reconciliations selected by a public filter are closed.', + content: + '# Monitor reconciliation close\n\n## Steps\n\n1. Obtain the period name and an existing public reconciliation filter.\n2. Run Monitor Reconciliations.\n3. Treat status zero as all closed and minus one as some remaining open, not an asynchronous job.\n\n## Output\n\nReport allClosed and the provider details. Do not close or lock a period unless requested.\n\n[Oracle documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_monitor_reconciliations.html)', + }, + { + name: 'retrieve-reconciliation-evidence', + description: 'Retrieve a selected file attachment from reconciliation comments.', + content: + '# Retrieve reconciliation evidence\n\n## Steps\n\n1. List Reconciliation Comments for the supplied period and account ID.\n2. Select a reference with type FILE and retain its reference ID.\n3. Download Comment Attachment using the same reconciliation scope and reference ID.\n\n## Output\n\nReturn the stored Sim file. URL references are not file downloads; the file limit is 100 MB.\n\n[Oracle documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_view_reconciliation_comments.html)', + }, + { + name: 'export-reconciliation-user-access', + description: 'Produce a bounded user-details report for access review.', + content: + '# Export reconciliation user access\n\n## Steps\n\n1. Choose a report filename and CSV or XLS format.\n2. Run Export User Details Report; it starts, waits for and downloads the report within one budget.\n3. If the wait or download fails after acceptance, preserve the job ID and report the incomplete state.\n\n## Output\n\nReturn the report file on success. Reporting does not grant or remove roles.\n\n[Oracle documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/reports_arcs_generate_user_details_report.html)', + }, + { + name: 'archive-and-purge-matched-transactions', + description: 'Retain matched transaction evidence before an explicitly authorized purge.', + content: + '# Archive and purge matched transactions\n\n## Steps\n\n1. Confirm the retention age, match type and any account filter.\n2. Archive Matched Transactions, check Get Matching Job Status, then Download File using the validated archive filename.\n3. Verify the archive is retained and obtain explicit approval before Purge Archived Transactions with the completed archive job ID.\n\n## Output\n\nReturn archive and purge job IDs separately. Purging is destructive and must never follow an unsuccessful archive download.\n\n[Oracle documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_archive_matched_transactions.html)', + }, + ], +} as const satisfies BlockMeta diff --git a/apps/sim/blocks/registry-maps.ts b/apps/sim/blocks/registry-maps.ts index 3b161aa97e4..3390ba20062 100644 --- a/apps/sim/blocks/registry-maps.ts +++ b/apps/sim/blocks/registry-maps.ts @@ -252,6 +252,10 @@ import { OktaBlock, OktaBlockMeta } from '@/blocks/blocks/okta' import { OneDriveBlock, OneDriveBlockMeta } from '@/blocks/blocks/onedrive' import { OnePasswordBlock, OnePasswordBlockMeta } from '@/blocks/blocks/onepassword' import { OpenAIBlock, OpenAIBlockMeta } from '@/blocks/blocks/openai' +import { + OracleEpmAccountReconciliationBlock, + OracleEpmAccountReconciliationBlockMeta, +} from '@/blocks/blocks/oracle_epm_account_reconciliation' import { OutlookBlock, OutlookBlockMeta } from '@/blocks/blocks/outlook' import { PagerDutyBlock, PagerDutyBlockMeta } from '@/blocks/blocks/pagerduty' import { ParallelBlock, ParallelBlockMeta } from '@/blocks/blocks/parallel' @@ -595,6 +599,7 @@ export const BLOCK_REGISTRY: Record = { onedrive: OneDriveBlock, onepassword: OnePasswordBlock, openai: OpenAIBlock, + oracle_epm_account_reconciliation: OracleEpmAccountReconciliationBlock, outlook: OutlookBlock, pagerduty: PagerDutyBlock, parallel_ai: ParallelBlock, @@ -916,6 +921,7 @@ export const BLOCK_META_REGISTRY: Record = { okta: OktaBlockMeta, onedrive: OneDriveBlockMeta, onepassword: OnePasswordBlockMeta, + oracle_epm_account_reconciliation: OracleEpmAccountReconciliationBlockMeta, openai: OpenAIBlockMeta, outlook: OutlookBlockMeta, pagerduty: PagerDutyBlockMeta, diff --git a/apps/sim/lib/copilot/generated/docs-manifest.ts b/apps/sim/lib/copilot/generated/docs-manifest.ts index 1b9e432d050..ea734bef870 100644 --- a/apps/sim/lib/copilot/generated/docs-manifest.ts +++ b/apps/sim/lib/copilot/generated/docs-manifest.ts @@ -245,6 +245,7 @@ export const DOCS_MANIFEST: readonly string[] = [ 'integrations/onedrive.mdx', 'integrations/onepassword.mdx', 'integrations/openai.mdx', + 'integrations/oracle_epm_account_reconciliation.mdx', 'integrations/outlook.mdx', 'integrations/pagerduty.mdx', 'integrations/parallel_ai.mdx', diff --git a/apps/sim/lib/integrations/credential-display.test.ts b/apps/sim/lib/integrations/credential-display.test.ts index f73da60137f..bcdb38f3a24 100644 --- a/apps/sim/lib/integrations/credential-display.test.ts +++ b/apps/sim/lib/integrations/credential-display.test.ts @@ -68,6 +68,7 @@ const EXPECTED_COVERAGE: Record = { // NetSuite remains an API-key catalog integration, like Snowflake, while its // block uses the shared reusable-credential selector. 'netsuite-service-account': [], + 'oracle-epm-service-account': [], 'pipedrive-service-account': ['pipedrive'], 'salesforce-service-account': ['salesforce'], 'shopify-service-account': ['shopify'], diff --git a/apps/sim/lib/integrations/icon-mapping.ts b/apps/sim/lib/integrations/icon-mapping.ts index 34b99c0e128..ff9644d27c9 100644 --- a/apps/sim/lib/integrations/icon-mapping.ts +++ b/apps/sim/lib/integrations/icon-mapping.ts @@ -464,6 +464,7 @@ export const blockTypeToIconMap: Record = { okta: OktaIcon, onedrive: MicrosoftOneDriveIcon, onepassword: OnePasswordIcon, + oracle_epm_account_reconciliation: NetSuiteIcon, outlook: OutlookIcon, pagerduty: PagerDutyIcon, parallel_ai: ParallelIcon, diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/contracts.test.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/contracts.test.ts new file mode 100644 index 00000000000..743702d8b74 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/contracts.test.ts @@ -0,0 +1,438 @@ +/** @vitest-environment node */ +import { describe, expect, it } from 'vitest' +import { + arcsCommentsSchema, + arcsFailure, + arcsFilesSchema, + arcsInputSchemas, + arcsJobSchema, + arcsPeriodsSchema, + arcsUsersSchema, + parseArcsResponse, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' + +const auth = { accessToken: 'dTpw', instanceUrl: 'https://epm.example.com' } +describe('documented matching filter safety', () => { + it('preserves cancellation and timeout categories without exposing arbitrary abort reasons', () => { + const output = { accepted: true, jobId: '42' } + expect(arcsFailure(new DOMException('private reason', 'AbortError'), output)).toEqual({ + success: false, + output, + error: 'Oracle EPM operation was cancelled', + }) + expect(arcsFailure(new DOMException('private reason', 'TimeoutError'), output)).toEqual({ + success: false, + output, + error: 'Oracle EPM operation exceeded its time budget', + }) + expect(arcsFailure(new DOMException('timeout', 'AbortError'), output).error).toBe( + 'Oracle EPM operation exceeded its time budget' + ) + }) + it.each(['archive_matched_transactions', 'purge_matched_transactions'] as const)( + '%s requires a complete optional account filter', + (action) => { + const schema = arcsInputSchemas[action] + const base = { ...auth, matchTypeId: 'MT', age: 120 } + expect(schema.safeParse({ ...base, filterOperator: 'EQUALS' }).success).toBe(false) + expect(schema.safeParse({ ...base, filterValue: ['A'] }).success).toBe(false) + expect( + schema.safeParse({ ...base, filterOperator: 'EQUALS', filterValue: ['A', 'B'] }).success + ).toBe(true) + expect(schema.safeParse(base).success).toBe(true) + } + ) + it.each(['STARTS_WITH', 'ENDS_WITH', 'CONTAINS', 'NOT_CONTAINS'])( + 'purge restricts %s to its documented single value', + (filterOperator) => { + const base = { ...auth, matchTypeId: 'MT', age: 120, filterOperator } + expect( + arcsInputSchemas.purge_matched_transactions.safeParse({ ...base, filterValue: ['A', 'B'] }) + .success + ).toBe(false) + expect( + arcsInputSchemas.purge_matched_transactions.safeParse({ ...base, filterValue: ['A'] }) + .success + ).toBe(true) + } + ) + it('accepts only documented reconciliation attribute rules', () => { + const base = { ...auth, period: 'Jan', fileName: 'attributes.csv' } + expect( + arcsInputSchemas.import_reconciliation_attributes.safeParse({ + ...base, + rules: 'AUTO_APP,AUTO_SUB', + }).success + ).toBe(true) + expect( + arcsInputSchemas.import_reconciliation_attributes.safeParse({ ...base, rules: 'invented' }) + .success + ).toBe(false) + }) +}) +const cases = [ + { + id: 'add_users_to_team', + input: { + fileName: 'input.csv', + teamName: 'example', + }, + }, + { + id: 'archive_matched_transactions', + input: { + matchTypeId: 'example', + age: 42, + }, + }, + { + id: 'create_reconciliations', + input: { + period: 'January 2026', + }, + }, + { + id: 'delete_file', + input: { + fileName: 'input.csv', + }, + }, + { + id: 'delete_profile', + input: { + accountId: 'example', + }, + }, + { + id: 'download_comment_attachment', + input: { + period: 'January 2026', + accountId: 'example', + referenceId: '7', + }, + }, + { + id: 'download_file', + input: { + fileName: 'input.csv', + }, + }, + { + id: 'export_user_details_report', + input: { + fileName: 'input.csv', + }, + }, + { + id: 'get_compliance_job_status', + input: { + jobId: '42', + }, + }, + { + id: 'get_matching_job_status', + input: { + jobId: '42', + }, + }, + { + id: 'import_balances', + input: { + period: 'January 2026', + dataLoadDefinition: 'example', + }, + }, + { + id: 'import_compliance_transactions', + input: { + fileName: 'input.csv', + period: 'January 2026', + transactionType: 'BEX', + dateFormat: 'example', + }, + }, + { + id: 'import_matching_transactions', + input: { + fileName: 'input.csv', + matchTypeId: 'example', + dataSource: 'example', + dateFormat: 'example', + }, + }, + { + id: 'import_premapped_balances', + input: { + fileName: 'input.csv', + period: 'January 2026', + balanceType: 'SRC', + currencyBucket: 'example', + }, + }, + { + id: 'import_profiles', + input: { + fileName: 'input.csv', + importType: 'Replace', + profileType: 'Profiles', + dateFormat: 'example', + }, + }, + { + id: 'import_rates', + input: { + fileName: 'input.csv', + period: 'January 2026', + rateType: 'example', + importType: 'Replace', + }, + }, + { + id: 'import_reconciliation_attributes', + input: { + fileName: 'input.csv', + period: 'January 2026', + }, + }, + { + id: 'list_files', + input: {}, + }, + { + id: 'list_periods', + input: {}, + }, + { + id: 'list_reconciliation_comments', + input: { + period: 'January 2026', + accountId: 'example', + }, + }, + { + id: 'list_users', + input: {}, + }, + { + id: 'monitor_reconciliations', + input: { + periodName: 'January 2026', + filterName: 'example', + }, + }, + { + id: 'purge_archived_transactions', + input: { + jobId: '42', + }, + }, + { + id: 'purge_matched_transactions', + input: { + matchTypeId: 'example', + age: 42, + }, + }, + { + id: 'remove_users_from_team', + input: { + fileName: 'input.csv', + teamName: 'example', + }, + }, + { + id: 'run_auto_alert', + input: { + matchTypeId: 'example', + }, + }, + { + id: 'run_auto_match', + input: { + matchTypeId: 'example', + }, + }, + { + id: 'run_profile_rules', + input: { + period: 'January 2026', + }, + }, + { + id: 'run_reconciliation_rules', + input: { + period: 'January 2026', + }, + }, + { + id: 'set_period_status', + input: { + period: 'January 2026', + status: 'pending', + }, + }, + { + id: 'unmatch_auto_match_job', + input: { + autoMatchJobId: 42, + createReverseAdjustment: false, + }, + }, + { + id: 'unmatch_transactions', + input: { + matchTypeId: 'example', + matchIds: [12, 13], + }, + }, + { + id: 'upload_file', + input: { + file: { + id: 'file-1', + key: 'workspace/file.csv', + url: '/api/files/file.csv', + name: 'input.csv', + type: 'text/csv', + size: 3, + }, + }, + }, +] as const + +describe('Account Reconciliation contracts', () => { + it.each(cases)('$id admits documented required inputs', ({ id, input }) => { + expect(arcsInputSchemas[id].safeParse({ ...auth, ...input }).success).toBe(true) + }) + for (const entry of cases) { + for (const field of Object.keys(entry.input)) { + it(`${entry.id} requires ${field}`, () => { + const input: Record = { ...auth, ...entry.input } + delete input[field] + expect(arcsInputSchemas[entry.id].safeParse(input).success).toBe(false) + }) + } + } + it.each([4, 301, 60.5, '60', Number.NaN])('rejects invalid wait value %s', (maxWaitSeconds) => { + expect( + arcsInputSchemas.run_auto_match.safeParse({ ...auth, matchTypeId: 'MT', maxWaitSeconds }) + .success + ).toBe(false) + }) + it('bounds matching batches and rejects unsafe or nonnumeric match IDs', () => { + for (const matchIds of [ + [], + [Number.MAX_SAFE_INTEGER + 1], + ['1'], + Array.from({ length: 10_001 }, () => 1), + ]) { + expect( + arcsInputSchemas.unmatch_transactions.safeParse({ ...auth, matchTypeId: 'MT', matchIds }) + .success + ).toBe(false) + } + expect( + arcsInputSchemas.unmatch_transactions.safeParse({ + ...auth, + matchTypeId: 'MT', + matchIds: [1, 2], + forceReopen: false, + }).success + ).toBe(true) + }) + it('omits unverified attribute date spellings and unknown fields', () => { + expect( + arcsInputSchemas.import_reconciliation_attributes.parse({ + ...auth, + period: 'Jan', + fileName: 'inbox/a.csv', + dateFormat: 'x', + dateformat: 'x', + jobName: 'OTHER', + }) + ).toEqual({ ...auth, period: 'Jan', fileName: 'inbox/a.csv' }) + }) + it('preserves exact repository filenames and trims ordinary identifiers', () => { + expect( + arcsInputSchemas.download_file.parse({ ...auth, fileName: 'inbox/report final.csv' }).fileName + ).toBe('inbox/report final.csv') + expect(arcsInputSchemas.get_compliance_job_status.parse({ ...auth, jobId: ' 42 ' }).jobId).toBe( + '42' + ) + }) + it('requires real file metadata without authorizing through caller scope fields', () => { + expect( + arcsInputSchemas.upload_file.safeParse({ ...auth, file: 'https://example.com/file.csv' }) + .success + ).toBe(false) + expect( + arcsInputSchemas.list_files.parse({ + ...auth, + userId: 'forged', + workspaceId: 'forged', + _context: {}, + }) + ).toEqual(auth) + }) + it('accepts nullable documented job details but not invented job envelopes', () => { + expect(arcsJobSchema.parse({ status: 0, details: null, invented: { rows: [1] } })).toEqual({ + status: 0, + details: null, + }) + for (const value of [ + { status: '-1' }, + { status: -2 }, + { status: 0, details: {} }, + { status: 0, links: [{}] }, + [], + ]) + expect(arcsJobSchema.safeParse(value).success).toBe(false) + }) + it('uses documented period field casing and preserves nullable LCM file metadata', () => { + expect( + arcsPeriodsSchema.parse({ status: 0, items: [{ Id: '1', Name: 'Jan', Status: '51' }] }) + .items[0].Name + ).toBe('Jan') + expect( + arcsPeriodsSchema.safeParse({ status: 0, items: [{ id: '1', name: 'Jan', status: 'OPEN' }] }) + .success + ).toBe(false) + expect( + arcsFilesSchema.parse({ + status: 0, + items: [{ name: 'Snapshot', type: 'LCM', size: null, lastmodifiedtime: null }], + }).items[0].size + ).toBeNull() + }) + it('supports bare comment arrays and does not infer a record wrapper', () => { + expect(arcsCommentsSchema.parse([])).toEqual([]) + expect(arcsCommentsSchema.safeParse({ items: [] }).success).toBe(false) + }) + it('accepts documented optional user membership arrays and error envelopes', () => { + const user = { + userlogin: 'user', + firstname: 'First', + lastname: 'Last', + email: 'user@example.com', + applicationroles: [{ rolename: 'Viewer', id: 'role' }], + } + expect(arcsUsersSchema.parse({ status: 0, error: null, details: [user] }).details).toEqual([ + user, + ]) + expect( + arcsUsersSchema.parse({ + status: 1, + error: { errorcode: 'EPMCSS-21193', errormessage: 'Unauthorized' }, + details: null, + }).status + ).toBe(1) + }) + it('rejects unexpected response modes and malformed JSON shapes', () => { + expect(() => parseArcsResponse(arcsJobSchema, { status: 200 })).toThrow( + 'unexpected response format' + ) + expect(() => parseArcsResponse(arcsJobSchema, { status: 200, data: {} })).toThrow( + 'malformed response' + ) + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/contracts.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/contracts.ts new file mode 100644 index 00000000000..ce0a6856c48 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/contracts.ts @@ -0,0 +1,427 @@ +import { z } from 'zod' +import { isTimeoutAbortReason } from '@/lib/core/execution-limits' +import { isUserFileWithMetadata } from '@/lib/core/utils/user-file' +import { + createOracleEpmClient, + type OracleEpmClientResponse, + OracleEpmError, +} from '@/lib/internal/oracle-epm' +import type { InternalToolOperationContext } from '@/lib/internal/tool-operations/types' +import type { UserFile } from '@/executor/types' +import type { OracleEpmAccountReconciliationResponse } from '@/tools/oracle_epm_account_reconciliation/types' + +const text = z.string().trim().min(1).max(1_000) +const repositoryName = z.string().min(1).max(255) +const jobId = z + .string() + .trim() + .regex(/^[0-9]{1,20}$/) +const auth = { + accessToken: z.string().min(1).max(4_096), + instanceUrl: z.string().min(1).max(2_048), +} +const FileInputSchema = z.custom(isUserFileWithMetadata) + +/** Reject incomplete filters before an archive or purge can become broader than requested. */ +function hasCompleteAccountFilter(value: { + filterOperator?: string + filterValue?: string[] +}): boolean { + return (value.filterOperator === undefined) === (value.filterValue === undefined) +} + +/** Product-local contracts; unknown tool fields cannot become provider request fields. */ +export const arcsInputSchemas = { + add_users_to_team: z.object({ + ...auth, + fileName: repositoryName, + teamName: text, + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + archive_matched_transactions: z + .object({ + ...auth, + matchTypeId: text, + age: z.number().int().nonnegative().safe(), + filterOperator: z + .enum(['EQUALS', 'NOT_EQUALS', 'STARTS_WITH', 'ENDS_WITH', 'CONTAINS', 'NOT_CONTAINS']) + .optional(), + filterValue: z.array(text).min(1).max(10_000).optional(), + logFileName: repositoryName.optional(), + fileName: repositoryName.optional(), + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }) + .refine(hasCompleteAccountFilter, 'Supply filterOperator and filterValue together'), + create_reconciliations: z.object({ + ...auth, + period: text, + filter: text.optional(), + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + delete_file: z.object({ + ...auth, + fileName: repositoryName, + }), + delete_profile: z.object({ + ...auth, + accountId: text, + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + download_comment_attachment: z.object({ + ...auth, + period: text, + accountId: text, + referenceId: jobId, + }), + download_file: z.object({ + ...auth, + fileName: repositoryName, + }), + export_user_details_report: z.object({ + ...auth, + fileName: repositoryName, + format: z.enum(['CSV', 'XLS']).optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + get_compliance_job_status: z.object({ + ...auth, + jobId: jobId, + }), + get_matching_job_status: z.object({ + ...auth, + jobId: jobId, + }), + import_balances: z.object({ + ...auth, + period: text, + dataLoadDefinition: text, + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + import_compliance_transactions: z.object({ + ...auth, + fileName: repositoryName, + period: text, + transactionType: z.enum(['BEX', 'SRC', 'SUB', 'VEX']), + dateFormat: text, + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + import_matching_transactions: z.object({ + ...auth, + fileName: repositoryName, + matchTypeId: text, + dataSource: text, + dateFormat: text, + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + import_premapped_balances: z.object({ + ...auth, + fileName: repositoryName, + period: text, + balanceType: z.enum(['SRC', 'SUB']), + currencyBucket: text, + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + import_profiles: z.object({ + ...auth, + fileName: repositoryName, + importType: z.enum(['Replace', 'Update']), + profileType: z.enum(['Profiles', 'Children']), + dateFormat: text, + period: text.optional(), + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + import_rates: z.object({ + ...auth, + fileName: repositoryName, + period: text, + rateType: text, + importType: z.enum(['Replace', 'ReplaceAll']), + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + import_reconciliation_attributes: z.object({ + ...auth, + fileName: repositoryName, + period: text, + rules: text + .regex( + /^(ALL|SET_ATTR_VAL|CRT_ALT|AUTO_APP|AUTO_SUB)(,(ALL|SET_ATTR_VAL|CRT_ALT|AUTO_APP|AUTO_SUB))*$/ + ) + .optional(), + reopen: z.boolean().optional(), + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + list_files: z.object({ + ...auth, + }), + list_periods: z.object({ + ...auth, + status: z.enum(['ALL', 'OPEN', 'CLOSED', 'LOCKED', 'PENDING', 'OPEN_PENDING']).optional(), + }), + list_reconciliation_comments: z.object({ + ...auth, + period: text, + accountId: text, + }), + list_users: z.object({ + ...auth, + userlogin: text.optional(), + userattribute: text.optional(), + epmgroups: z.boolean().optional(), + idcsgroups: z.boolean().optional(), + applicationroles: z.boolean().optional(), + granularroles: z.boolean().optional(), + indirect: z.boolean().optional(), + }), + monitor_reconciliations: z.object({ + ...auth, + periodName: text, + filterName: text, + }), + purge_archived_transactions: z.object({ + ...auth, + jobId: jobId, + logFileName: repositoryName.optional(), + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + purge_matched_transactions: z + .object({ + ...auth, + matchTypeId: text, + age: z.number().int().nonnegative().safe(), + filterOperator: z + .enum(['EQUALS', 'NOT_EQUALS', 'STARTS_WITH', 'ENDS_WITH', 'CONTAINS', 'NOT_CONTAINS']) + .optional(), + filterValue: z.array(text).min(1).max(10_000).optional(), + logFileName: repositoryName.optional(), + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }) + .refine(hasCompleteAccountFilter, 'Supply filterOperator and filterValue together') + .refine( + (value) => + !value.filterOperator || + ['EQUALS', 'NOT_EQUALS'].includes(value.filterOperator) || + value.filterValue?.length === 1, + 'Pattern filters support exactly one value' + ), + remove_users_from_team: z.object({ + ...auth, + fileName: repositoryName, + teamName: text, + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + run_auto_alert: z.object({ + ...auth, + matchTypeId: text, + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + run_auto_match: z.object({ + ...auth, + matchTypeId: text, + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + run_profile_rules: z.object({ + ...auth, + period: text, + filter: text.optional(), + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + run_reconciliation_rules: z.object({ + ...auth, + period: text, + filter: text.optional(), + ruleTypes: text.optional(), + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + set_period_status: z.object({ + ...auth, + period: text, + status: z.enum(['pending', 'open', 'closed', 'locked']), + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + unmatch_auto_match_job: z.object({ + ...auth, + autoMatchJobId: z.number().int().nonnegative().safe(), + createReverseAdjustment: z.boolean(), + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + unmatch_transactions: z.object({ + ...auth, + matchTypeId: text, + matchIds: z.array(z.number().int().positive().safe()).min(1).max(10_000), + forceReopen: z.boolean().optional(), + waitForCompletion: z.boolean().optional(), + maxWaitSeconds: z.number().int().min(5).max(300).optional(), + }), + upload_file: z.object({ + ...auth, + file: FileInputSchema, + fileName: repositoryName.optional(), + extDirPath: text.optional(), + }), +} + +export class ArcsContractError extends Error {} + +/** Parses only documented fields; provider prose is retained as prose, not structured records. */ +export const arcsJobSchema = z.object({ + status: z.number().int().min(-1), + details: z.string().nullable().optional(), + links: z + .array( + z.object({ + rel: z.string().max(128), + href: z.string().max(8_192), + action: z.string().max(16), + }) + ) + .max(100) + .optional(), +}) + +export type ArcsJob = z.output +export type ArcsLink = NonNullable[number] + +export const arcsStatusSchema = z.object({ + status: z.number().int().min(-1), + details: z.string().nullable().optional(), +}) + +export const arcsPeriodsSchema = arcsStatusSchema.extend({ + items: z + .array(z.object({ Id: z.string(), Name: z.string(), Status: z.enum(['51', '52', '53', '54']) })) + .max(20_000), +}) + +export const arcsFilesSchema = arcsStatusSchema.extend({ + items: z + .array( + z.object({ + name: z.string(), + type: z.enum(['EXTERNAL', 'LCM']), + size: z.string().nullable(), + lastmodifiedtime: z.string().nullable(), + }) + ) + .max(20_000), +}) + +export const arcsCommentsSchema = z + .array( + z.object({ + commentId: z.number().int().safe(), + parentObjectId: z.number().int().safe(), + commentText: z.string(), + postedBy: z.string(), + postedDate: z.string(), + references: z + .array( + z.object({ + referenceId: z.number().int().safe(), + type: z.enum(['FILE', 'URL']), + name: z.string(), + url: z.string().nullable(), + fileDownloadLink: z.string().nullable(), + }) + ) + .max(10_000), + }) + ) + .max(20_000) + +const group = z.object({ groupname: z.string(), description: z.string(), type: z.string() }) +const role = z.object({ rolename: z.string(), id: z.string() }) +export const arcsUsersSchema = z.object({ + status: z.number().int().nonnegative(), + error: z.object({ errorcode: z.string(), errormessage: z.string() }).nullable(), + details: z + .array( + z.object({ + userlogin: z.string(), + firstname: z.string(), + lastname: z.string(), + email: z.string(), + epmgroups: z.array(group).max(10_000).optional(), + idcsgroups: z.array(group).max(10_000).optional(), + applicationroles: z.array(role).max(10_000).optional(), + granularroles: z.array(role).max(10_000).optional(), + }) + ) + .max(20_000) + .nullable(), +}) + +export function parseArcsResponse(schema: z.ZodType, response: OracleEpmClientResponse): T { + if (!('data' in response)) + throw new ArcsContractError('Oracle EPM returned an unexpected response format') + const parsed = schema.safeParse(response.data) + if (!parsed.success) + throw new ArcsContractError('Oracle EPM returned an undocumented or malformed response') + return parsed.data +} + +export function arcsFailure( + error: unknown, + output: OracleEpmAccountReconciliationResponse['output'] = {} +): OracleEpmAccountReconciliationResponse { + if ( + isTimeoutAbortReason(error) || + (error instanceof DOMException && error.name === 'TimeoutError') + ) { + return { success: false, error: 'Oracle EPM operation exceeded its time budget', output } + } + if (error instanceof DOMException && error.name === 'AbortError') { + return { success: false, error: 'Oracle EPM operation was cancelled', output } + } + return { + success: false, + error: + error instanceof ArcsContractError || error instanceof OracleEpmError + ? error.message + : 'Oracle EPM operation could not be completed', + output, + } +} + +/** Validates internal inputs before constructing the credential-bound provider client. */ +export async function executeArcsOperation( + schema: z.ZodType, + input: unknown, + signal: AbortSignal | undefined, + context: InternalToolOperationContext | undefined, + execute: ( + params: T, + client: ReturnType, + signal: AbortSignal | undefined, + context: InternalToolOperationContext | undefined + ) => Promise +): Promise { + const parsed = schema.safeParse(input) + if (!parsed.success) + return arcsFailure(new ArcsContractError('Missing or invalid Oracle EPM operation parameters')) + try { + signal?.throwIfAborted() + return await execute(parsed.data, createOracleEpmClient(parsed.data), signal, context) + } catch (error) { + return arcsFailure(error) + } +} diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/execute-tool.test.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/execute-tool.test.ts new file mode 100644 index 00000000000..f9d2f2a193b --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/execute-tool.test.ts @@ -0,0 +1,904 @@ +/** @vitest-environment node */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ fetch: vi.fn(), dns: vi.fn(), source: vi.fn(), store: vi.fn() })) +vi.mock('@/lib/core/security/input-validation.server', () => ({ + DEFAULT_MAX_RESPONSE_BYTES: 100 * 1024 * 1024, + secureFetchWithPinnedIP: mocks.fetch, + validateUrlWithDNS: mocks.dns, +})) +vi.mock('@/lib/internal/oracle-epm/files.server', () => ({ + openOracleEpmSourceFile: mocks.source, + storeOracleEpmDownload: mocks.store, +})) + +import { executeOracleEpmAccountReconciliationTool } from '@/lib/internal/oracle-epm-account-reconciliation/execute-tool' + +const ORIGIN = 'https://epm.example.com/gateway' +const AUTH = { + oauthCredential: 'credential', + accessToken: Buffer.from('test:password').toString('base64'), + instanceUrl: ORIGIN, +} +const context = { + userId: 'user-1', + workspaceId: '00000000-0000-4000-8000-000000000001', + workflowId: '00000000-0000-4000-8000-000000000002', + executionId: '00000000-0000-4000-8000-000000000003', +} +const storedFile = { + id: 'stored', + name: 'input.csv', + key: 'execution/stored', + url: '/api/files/stored', + type: 'text/csv', + size: 3, +} +function json(data: unknown) { + return new Response(JSON.stringify(data), { headers: { 'content-type': 'application/json' } }) +} +function job(kind: string, status = -1) { + return { + status, + details: status === -1 ? 'In Process' : null, + links: [ + { + rel: 'self', + action: 'GET', + href: ORIGIN + (kind === 'matching' ? '/arm/rest/v1/jobs/42' : '/armARCS/rest/v1/jobs/42'), + }, + ], + } +} +const comments = [ + { + commentId: 1, + parentObjectId: 2, + commentText: 'Evidence', + postedBy: 'reviewer', + postedDate: 'Jan 1, 2026', + references: [ + { + referenceId: 7, + type: 'FILE', + name: 'input.csv', + url: null, + fileDownloadLink: `${ORIGIN}/arm/rest/fcmapi/v1/rc/references/7/file`, + }, + ], + }, +] +const cases = [ + { + id: 'add_users_to_team', + kind: 'compliance', + input: { + fileName: 'input.csv', + teamName: 'example', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'ADD_USERS_TO_TEAM', + parameters: { + fileName: 'input.csv', + teamName: 'example', + }, + }, + }, + { + id: 'archive_matched_transactions', + kind: 'matching', + input: { + matchTypeId: 'example', + age: 42, + }, + route: '/arm/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'archivetransactions', + parameters: { + matchTypeId: 'example', + age: 42, + }, + }, + }, + { + id: 'create_reconciliations', + kind: 'compliance', + input: { + period: 'January 2026', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'CREATE_RECONCILIATIONS', + parameters: { + period: 'January 2026', + }, + }, + }, + { + id: 'delete_file', + kind: 'delete', + input: { + fileName: 'input.csv', + }, + route: '/interop/rest/v3/files/delete', + method: 'POST', + body: { + fileName: 'input.csv', + }, + }, + { + id: 'delete_profile', + kind: 'compliance', + input: { + accountId: 'example', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'DELETE_PROFILE', + parameters: { + accountId: 'example', + }, + }, + }, + { + id: 'download_comment_attachment', + kind: 'attachment', + input: { + period: 'January 2026', + accountId: 'example', + referenceId: '7', + }, + route: '/armARCS/rest/v1/period/January%202026/reconciliation/example/comments', + method: 'GET', + }, + { + id: 'download_file', + kind: 'download', + input: { + fileName: 'input.csv', + }, + route: '/interop/rest/11.1.2.3.600/applicationsnapshots/input.csv/contents', + method: 'GET', + }, + { + id: 'export_user_details_report', + kind: 'report', + input: { + fileName: 'input.csv', + }, + route: '/arm/rest/fcmapi/v1/rc/export/users', + method: 'POST', + body: { + fileName: 'input.csv', + }, + }, + { + id: 'get_compliance_job_status', + kind: 'compliance_status', + input: { + jobId: '42', + }, + route: '/armARCS/rest/v1/jobs/42', + method: 'GET', + }, + { + id: 'get_matching_job_status', + kind: 'matching_status', + input: { + jobId: '42', + }, + route: '/arm/rest/v1/jobs/42', + method: 'GET', + }, + { + id: 'import_balances', + kind: 'compliance', + input: { + period: 'January 2026', + dataLoadDefinition: 'example', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'IMPORT_BALANCES', + parameters: { + period: 'January 2026', + dl_Definition: 'example', + }, + }, + }, + { + id: 'import_compliance_transactions', + kind: 'compliance', + input: { + fileName: 'input.csv', + period: 'January 2026', + transactionType: 'BEX', + dateFormat: 'example', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'IMPORT_PREMAPPED_TRANSACTIONS', + parameters: { + file: 'input.csv', + period: 'January 2026', + transactionType: 'BEX', + dateFormat: 'example', + }, + }, + }, + { + id: 'import_matching_transactions', + kind: 'matching', + input: { + fileName: 'input.csv', + matchTypeId: 'example', + dataSource: 'example', + dateFormat: 'example', + }, + route: '/arm/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'importtmpremappedtransactions', + parameters: { + file: 'input.csv', + matchTypeId: 'example', + dataSource: 'example', + dateFormat: 'example', + }, + }, + }, + { + id: 'import_premapped_balances', + kind: 'compliance', + input: { + fileName: 'input.csv', + period: 'January 2026', + balanceType: 'SRC', + currencyBucket: 'example', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'IMPORT_PREMAPPED_BALANCES', + parameters: { + file: 'input.csv', + period: 'January 2026', + balanceType: 'SRC', + currencyBucket: 'example', + }, + }, + }, + { + id: 'import_profiles', + kind: 'compliance', + input: { + fileName: 'input.csv', + importType: 'Replace', + profileType: 'Profiles', + dateFormat: 'example', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'IMPORT_PROFILES', + parameters: { + fileLocation: 'input.csv', + importType: 'Replace', + profileType: 'Profiles', + dateFormat: 'example', + }, + }, + }, + { + id: 'import_rates', + kind: 'compliance', + input: { + fileName: 'input.csv', + period: 'January 2026', + rateType: 'example', + importType: 'Replace', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'IMPORT_RATES', + parameters: { + file: 'input.csv', + period: 'January 2026', + rateType: 'example', + importType: 'Replace', + }, + }, + }, + { + id: 'import_reconciliation_attributes', + kind: 'compliance', + input: { + fileName: 'input.csv', + period: 'January 2026', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'IMPORT_RECONCILIATION_ATTRIBUTES', + parameters: { + fileName: 'input.csv', + period: 'January 2026', + }, + }, + }, + { + id: 'list_files', + kind: 'files', + input: {}, + route: '/interop/rest/11.1.2.3.600/applicationsnapshots', + method: 'GET', + }, + { + id: 'list_periods', + kind: 'periods', + input: {}, + route: '/armARCS/rest/periods?status=ALL', + method: 'GET', + }, + { + id: 'list_reconciliation_comments', + kind: 'comments', + input: { + period: 'January 2026', + accountId: 'example', + }, + route: '/armARCS/rest/v1/period/January%202026/reconciliation/example/comments', + method: 'GET', + }, + { + id: 'list_users', + kind: 'users', + input: {}, + route: '/interop/rest/security/v1/users/list', + method: 'POST', + body: {}, + }, + { + id: 'monitor_reconciliations', + kind: 'monitor', + input: { + periodName: 'January 2026', + filterName: 'example', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'MONITOR_RECONCILIATIONS', + parameters: { + periodName: 'January 2026', + filterName: 'example', + }, + }, + }, + { + id: 'purge_archived_transactions', + kind: 'matching', + input: { + jobId: '42', + }, + route: '/arm/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'purgearchivetransactions', + parameters: { + jobId: '42', + }, + }, + }, + { + id: 'purge_matched_transactions', + kind: 'matching', + input: { + matchTypeId: 'example', + age: 42, + }, + route: '/arm/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'purgetransactions', + parameters: { + matchTypeId: 'example', + age: 42, + matchedStatus: 'matched', + }, + }, + }, + { + id: 'remove_users_from_team', + kind: 'compliance', + input: { + fileName: 'input.csv', + teamName: 'example', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'REMOVE_USERS_FROM_TEAM', + parameters: { + fileName: 'input.csv', + teamName: 'example', + }, + }, + }, + { + id: 'run_auto_alert', + kind: 'matching', + input: { + matchTypeId: 'example', + }, + route: '/arm/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'runautoalert', + parameters: { + matchTypeId: 'example', + }, + }, + }, + { + id: 'run_auto_match', + kind: 'matching', + input: { + matchTypeId: 'example', + }, + route: '/arm/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'runautomatch', + parameters: { + matchTypeId: 'example', + }, + }, + }, + { + id: 'run_profile_rules', + kind: 'compliance', + input: { + period: 'January 2026', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'RUN_PROFILE_RULES', + parameters: { + period: 'January 2026', + }, + }, + }, + { + id: 'run_reconciliation_rules', + kind: 'compliance', + input: { + period: 'January 2026', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'RUN_RECONCILIATION_RULES', + parameters: { + period: 'January 2026', + }, + }, + }, + { + id: 'set_period_status', + kind: 'compliance', + input: { + period: 'January 2026', + status: 'pending', + }, + route: '/armARCS/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'SET_PERIOD_STATUS', + parameters: { + period: 'January 2026', + status: 'pending', + }, + }, + }, + { + id: 'unmatch_auto_match_job', + kind: 'matching', + input: { + autoMatchJobId: 42, + createReverseAdjustment: false, + }, + route: '/arm/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'unmatchtransactionsbyautomatch', + parameters: { + autoMatchJobId: 42, + createReverseAdjustment: false, + }, + }, + }, + { + id: 'unmatch_transactions', + kind: 'matching', + input: { + matchTypeId: 'example', + matchIds: [12, 13], + }, + route: '/arm/rest/v1/jobs', + method: 'POST', + body: { + jobName: 'unmatchtransactions', + parameters: { + matchTypeId: 'example', + matchIds: [12, 13], + }, + }, + }, + { + id: 'upload_file', + kind: 'upload', + input: { + file: { + id: 'file-1', + key: 'workspace/file.csv', + url: '/api/files/file.csv', + name: 'input.csv', + type: 'text/csv', + size: 3, + }, + }, + route: '/interop/rest/11.1.2.3.600/applicationsnapshots/input.csv/contents', + method: 'POST', + }, +] + +async function invoke(id: string, input: object) { + const response = await executeOracleEpmAccountReconciliationTool({ + toolId: `oracle_epm_account_reconciliation_${id === 'import_reconciliation_attributes' ? 'import_recon_attributes' : id}`, + input: { ...AUTH, ...input }, + context, + headers: new Headers(), + requestId: 'request', + }) + return response.json() +} + +describe('Account Reconciliation documented action requests', () => { + beforeEach(() => { + vi.clearAllMocks() + mocks.dns.mockResolvedValue({ isValid: true, resolvedIP: '203.0.113.10' }) + mocks.source.mockResolvedValue({ + fileName: 'input.csv', + maxBytes: 100 * 1024 * 1024, + contentType: 'text/csv', + chunks: (async function* () { + yield Buffer.from('abc') + })(), + }) + mocks.store.mockResolvedValue(storedFile) + }) + + it.each(cases)('$id sends the documented route and body', async (testCase) => { + const { kind } = testCase + if (kind === 'periods') + mocks.fetch.mockResolvedValueOnce( + json({ status: 0, items: [{ Id: '1', Name: 'January 2026', Status: '52' }] }) + ) + else if (kind === 'files') + mocks.fetch.mockResolvedValueOnce( + json({ + status: 0, + details: null, + items: [{ name: 'input.csv', type: 'EXTERNAL', size: '3', lastmodifiedtime: '1' }], + }) + ) + else if (kind === 'users') + mocks.fetch.mockResolvedValueOnce(json({ status: 0, error: null, details: [] })) + else if (kind === 'comments' || kind === 'attachment') { + mocks.fetch.mockResolvedValueOnce(json(comments)) + if (kind === 'attachment') + mocks.fetch.mockResolvedValueOnce( + new Response('abc', { headers: { 'content-type': 'text/csv' } }) + ) + } else if (kind === 'report') { + mocks.fetch.mockResolvedValueOnce( + json({ + status: -1, + details: null, + links: [ + { rel: 'Job Status', action: 'GET', href: `${ORIGIN}/arm/rest/fcmapi/v1/rc/job/42` }, + ], + }) + ) + mocks.fetch.mockResolvedValueOnce( + json({ + status: 0, + details: null, + links: [ + { + rel: 'report-content', + action: 'GET', + href: `${ORIGIN}/interop/rest/11.1.2.3.600/applicationsnapshots/input.csv/contents`, + }, + ], + }) + ) + mocks.fetch.mockResolvedValueOnce( + new Response('abc', { headers: { 'content-type': 'text/csv' } }) + ) + } else if (kind === 'download') + mocks.fetch.mockResolvedValueOnce( + new Response('abc', { headers: { 'content-type': 'text/csv' } }) + ) + else if (kind === 'upload' || kind === 'delete') + mocks.fetch.mockResolvedValueOnce(json({ status: 0, details: null })) + else + mocks.fetch.mockResolvedValueOnce( + json(job(kind, kind.endsWith('_status') || kind === 'monitor' ? 0 : -1)) + ) + const result = await invoke(testCase.id, testCase.input) + expect(result.success).toBe(true) + expect(mocks.fetch).toHaveBeenCalledWith( + ORIGIN + testCase.route, + '203.0.113.10', + expect.objectContaining({ + method: testCase.method, + maxRedirects: 0, + headers: expect.objectContaining({ Authorization: `Basic ${AUTH.accessToken}` }), + }) + ) + const options = mocks.fetch.mock.calls[0][2] + if ('body' in testCase) expect(JSON.parse(options.body)).toEqual(testCase.body) + else if (kind === 'upload') expect(Buffer.from(options.body).toString()).toBe('abc') + else expect(options.body).toBeUndefined() + if (kind === 'report' || kind === 'attachment') + expect(mocks.fetch).toHaveBeenCalledTimes(kind === 'report' ? 3 : 2) + else expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + + it.each(cases.filter((entry) => Object.keys(entry.input).length > 0))( + '$id rejects missing required fields before provider access', + async (entry) => { + const result = await invoke(entry.id, {}) + expect(result.success).toBe(false) + expect(mocks.fetch).not.toHaveBeenCalled() + } + ) + + it.each([ + { + id: 'archive_matched_transactions', + kind: 'matching', + input: { + matchTypeId: 'example', + age: 42, + filterOperator: 'EQUALS', + filterValue: ['ACCOUNT-1'], + logFileName: 'output.csv', + fileName: 'output.csv', + }, + body: { + jobName: 'archivetransactions', + parameters: { + matchTypeId: 'example', + age: 42, + filterOperator: 'EQUALS', + filterValue: ['ACCOUNT-1'], + logFileName: 'output.csv', + fileName: 'output.csv', + }, + }, + }, + { + id: 'create_reconciliations', + kind: 'compliance', + input: { + period: 'January 2026', + filter: 'Public Filter', + }, + body: { + jobName: 'CREATE_RECONCILIATIONS', + parameters: { + period: 'January 2026', + filter: 'Public Filter', + }, + }, + }, + { + id: 'import_profiles', + kind: 'compliance', + input: { + fileName: 'input.csv', + importType: 'Replace', + profileType: 'Profiles', + dateFormat: 'example', + period: 'January 2026', + }, + body: { + jobName: 'IMPORT_PROFILES', + parameters: { + fileLocation: 'input.csv', + importType: 'Replace', + profileType: 'Profiles', + dateFormat: 'example', + period: 'January 2026', + }, + }, + }, + { + id: 'import_reconciliation_attributes', + kind: 'compliance', + input: { + fileName: 'input.csv', + period: 'January 2026', + rules: 'AUTO_APP,AUTO_SUB', + reopen: false, + }, + body: { + jobName: 'IMPORT_RECONCILIATION_ATTRIBUTES', + parameters: { + fileName: 'input.csv', + period: 'January 2026', + rules: 'AUTO_APP,AUTO_SUB', + reopen: 'false', + }, + }, + }, + { + id: 'purge_archived_transactions', + kind: 'matching', + input: { + jobId: '42', + logFileName: 'output.csv', + }, + body: { + jobName: 'purgearchivetransactions', + parameters: { + jobId: '42', + logFileName: 'output.csv', + }, + }, + }, + { + id: 'purge_matched_transactions', + kind: 'matching', + input: { + matchTypeId: 'example', + age: 42, + filterOperator: 'EQUALS', + filterValue: ['ACCOUNT-1'], + logFileName: 'output.csv', + }, + body: { + jobName: 'purgetransactions', + parameters: { + matchTypeId: 'example', + age: 42, + matchedStatus: 'matched', + filterOperator: 'EQUALS', + filterValue: ['ACCOUNT-1'], + logFileName: 'output.csv', + }, + }, + }, + { + id: 'run_profile_rules', + kind: 'compliance', + input: { + period: 'January 2026', + filter: 'Public Filter', + }, + body: { + jobName: 'RUN_PROFILE_RULES', + parameters: { + period: 'January 2026', + filter: 'Public Filter', + }, + }, + }, + { + id: 'run_reconciliation_rules', + kind: 'compliance', + input: { + period: 'January 2026', + filter: 'Public Filter', + ruleTypes: 'SET_ATTR_VAL', + }, + body: { + jobName: 'RUN_RECONCILIATION_RULES', + parameters: { + period: 'January 2026', + filter: 'Public Filter', + ruleTypes: 'SET_ATTR_VAL', + }, + }, + }, + { + id: 'unmatch_transactions', + kind: 'matching', + input: { + matchTypeId: 'example', + matchIds: [12, 13], + forceReopen: false, + }, + body: { + jobName: 'unmatchtransactions', + parameters: { + matchTypeId: 'example', + matchIds: [12, 13], + forceReopen: false, + }, + }, + }, + ])('$id preserves the documented optional wire fields', async (entry) => { + mocks.fetch.mockResolvedValueOnce(json(job(entry.kind))) + expect((await invoke(entry.id, entry.input)).success).toBe(true) + expect(JSON.parse(mocks.fetch.mock.calls[0][2].body)).toEqual(entry.body) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + it('omits absent optional fields and retains explicit false values', async () => { + mocks.fetch.mockResolvedValueOnce(json(job('compliance'))) + await invoke('import_reconciliation_attributes', { + fileName: 'input.csv', + period: 'January 2026', + reopen: false, + dateformat: 'unverified', + injected: true, + }) + expect(JSON.parse(mocks.fetch.mock.calls[0][2].body)).toEqual({ + jobName: 'IMPORT_RECONCILIATION_ATTRIBUTES', + parameters: { fileName: 'input.csv', period: 'January 2026', reopen: 'false' }, + }) + }) + + it('does not treat provider job failure as a failed status lookup', async () => { + mocks.fetch.mockResolvedValueOnce(json(job('matching', 1))) + const result = await invoke('get_matching_job_status', { jobId: '42' }) + expect(result).toMatchObject({ + success: true, + output: { status: 1, state: 'failed', jobId: '42' }, + }) + }) + + it('does not poll when monitored reconciliations remain open', async () => { + mocks.fetch.mockResolvedValueOnce( + json({ status: -1, details: 'Some reconciliations remain open' }) + ) + const result = await invoke('monitor_reconciliations', { + periodName: 'January 2026', + filterName: 'Open', + }) + expect(result).toMatchObject({ success: true, output: { status: -1, allClosed: false } }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + + it('rejects unknown tools and non-object input without provider calls', async () => { + const response = await executeOracleEpmAccountReconciliationTool({ + toolId: 'not-an-arcs-tool', + input: {}, + context, + headers: new Headers(), + requestId: 'request', + }) + expect(response.status).toBe(500) + const malformed = await executeOracleEpmAccountReconciliationTool({ + toolId: 'oracle_epm_account_reconciliation_list_files', + input: [], + context, + headers: new Headers(), + requestId: 'request', + }) + expect(malformed.status).toBe(400) + expect(mocks.fetch).not.toHaveBeenCalled() + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/execute-tool.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/execute-tool.ts new file mode 100644 index 00000000000..98e301b2a86 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/execute-tool.ts @@ -0,0 +1,214 @@ +import { + executeOracleEpmAccountReconciliationAddUsersToTeamOperation, + executeOracleEpmAccountReconciliationArchiveMatchedTransactionsOperation, + executeOracleEpmAccountReconciliationCreateReconciliationsOperation, + executeOracleEpmAccountReconciliationDeleteFileOperation, + executeOracleEpmAccountReconciliationDeleteProfileOperation, + executeOracleEpmAccountReconciliationDownloadCommentAttachmentOperation, + executeOracleEpmAccountReconciliationDownloadFileOperation, + executeOracleEpmAccountReconciliationExportUserDetailsReportOperation, + executeOracleEpmAccountReconciliationGetComplianceJobStatusOperation, + executeOracleEpmAccountReconciliationGetMatchingJobStatusOperation, + executeOracleEpmAccountReconciliationImportBalancesOperation, + executeOracleEpmAccountReconciliationImportComplianceTransactionsOperation, + executeOracleEpmAccountReconciliationImportMatchingTransactionsOperation, + executeOracleEpmAccountReconciliationImportPremappedBalancesOperation, + executeOracleEpmAccountReconciliationImportProfilesOperation, + executeOracleEpmAccountReconciliationImportRatesOperation, + executeOracleEpmAccountReconciliationImportReconciliationAttributesOperation, + executeOracleEpmAccountReconciliationListFilesOperation, + executeOracleEpmAccountReconciliationListPeriodsOperation, + executeOracleEpmAccountReconciliationListReconciliationCommentsOperation, + executeOracleEpmAccountReconciliationListUsersOperation, + executeOracleEpmAccountReconciliationMonitorReconciliationsOperation, + executeOracleEpmAccountReconciliationPurgeArchivedTransactionsOperation, + executeOracleEpmAccountReconciliationPurgeMatchedTransactionsOperation, + executeOracleEpmAccountReconciliationRemoveUsersFromTeamOperation, + executeOracleEpmAccountReconciliationRunAutoAlertOperation, + executeOracleEpmAccountReconciliationRunAutoMatchOperation, + executeOracleEpmAccountReconciliationRunProfileRulesOperation, + executeOracleEpmAccountReconciliationRunReconciliationRulesOperation, + executeOracleEpmAccountReconciliationSetPeriodStatusOperation, + executeOracleEpmAccountReconciliationUnmatchAutoMatchJobOperation, + executeOracleEpmAccountReconciliationUnmatchTransactionsOperation, + executeOracleEpmAccountReconciliationUploadFileOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/operations' +import { executeToolOperationImplementation } from '@/lib/internal/tool-operations/execute' +import type { InternalToolOperationHandler } from '@/lib/internal/tool-operations/types' + +export const executeOracleEpmAccountReconciliationTool: InternalToolOperationHandler = async ( + request +) => { + switch (request.toolId) { + case 'oracle_epm_account_reconciliation_add_users_to_team': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationAddUsersToTeamOperation, + request + ) + case 'oracle_epm_account_reconciliation_archive_matched_transactions': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationArchiveMatchedTransactionsOperation, + request + ) + case 'oracle_epm_account_reconciliation_create_reconciliations': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationCreateReconciliationsOperation, + request + ) + case 'oracle_epm_account_reconciliation_delete_file': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationDeleteFileOperation, + request + ) + case 'oracle_epm_account_reconciliation_delete_profile': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationDeleteProfileOperation, + request + ) + case 'oracle_epm_account_reconciliation_download_comment_attachment': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationDownloadCommentAttachmentOperation, + request + ) + case 'oracle_epm_account_reconciliation_download_file': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationDownloadFileOperation, + request + ) + case 'oracle_epm_account_reconciliation_export_user_details_report': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationExportUserDetailsReportOperation, + request + ) + case 'oracle_epm_account_reconciliation_get_compliance_job_status': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationGetComplianceJobStatusOperation, + request + ) + case 'oracle_epm_account_reconciliation_get_matching_job_status': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationGetMatchingJobStatusOperation, + request + ) + case 'oracle_epm_account_reconciliation_import_balances': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationImportBalancesOperation, + request + ) + case 'oracle_epm_account_reconciliation_import_compliance_transactions': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationImportComplianceTransactionsOperation, + request + ) + case 'oracle_epm_account_reconciliation_import_matching_transactions': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationImportMatchingTransactionsOperation, + request + ) + case 'oracle_epm_account_reconciliation_import_premapped_balances': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationImportPremappedBalancesOperation, + request + ) + case 'oracle_epm_account_reconciliation_import_profiles': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationImportProfilesOperation, + request + ) + case 'oracle_epm_account_reconciliation_import_rates': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationImportRatesOperation, + request + ) + case 'oracle_epm_account_reconciliation_import_recon_attributes': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationImportReconciliationAttributesOperation, + request + ) + case 'oracle_epm_account_reconciliation_list_files': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationListFilesOperation, + request + ) + case 'oracle_epm_account_reconciliation_list_periods': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationListPeriodsOperation, + request + ) + case 'oracle_epm_account_reconciliation_list_reconciliation_comments': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationListReconciliationCommentsOperation, + request + ) + case 'oracle_epm_account_reconciliation_list_users': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationListUsersOperation, + request + ) + case 'oracle_epm_account_reconciliation_monitor_reconciliations': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationMonitorReconciliationsOperation, + request + ) + case 'oracle_epm_account_reconciliation_purge_archived_transactions': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationPurgeArchivedTransactionsOperation, + request + ) + case 'oracle_epm_account_reconciliation_purge_matched_transactions': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationPurgeMatchedTransactionsOperation, + request + ) + case 'oracle_epm_account_reconciliation_remove_users_from_team': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationRemoveUsersFromTeamOperation, + request + ) + case 'oracle_epm_account_reconciliation_run_auto_alert': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationRunAutoAlertOperation, + request + ) + case 'oracle_epm_account_reconciliation_run_auto_match': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationRunAutoMatchOperation, + request + ) + case 'oracle_epm_account_reconciliation_run_profile_rules': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationRunProfileRulesOperation, + request + ) + case 'oracle_epm_account_reconciliation_run_reconciliation_rules': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationRunReconciliationRulesOperation, + request + ) + case 'oracle_epm_account_reconciliation_set_period_status': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationSetPeriodStatusOperation, + request + ) + case 'oracle_epm_account_reconciliation_unmatch_auto_match_job': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationUnmatchAutoMatchJobOperation, + request + ) + case 'oracle_epm_account_reconciliation_unmatch_transactions': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationUnmatchTransactionsOperation, + request + ) + case 'oracle_epm_account_reconciliation_upload_file': + return executeToolOperationImplementation( + executeOracleEpmAccountReconciliationUploadFileOperation, + request + ) + default: + return Response.json( + { success: false, error: 'Unsupported Oracle EPM Account Reconciliation tool' }, + { status: 500 } + ) + } +} diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/files.test.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/files.test.ts new file mode 100644 index 00000000000..4a251e1241e --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/files.test.ts @@ -0,0 +1,289 @@ +/** @vitest-environment node */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ fetch: vi.fn(), dns: vi.fn(), source: vi.fn(), store: vi.fn() })) +vi.mock('@/lib/core/security/input-validation.server', () => ({ + DEFAULT_MAX_RESPONSE_BYTES: 100 * 1024 * 1024, + secureFetchWithPinnedIP: mocks.fetch, + validateUrlWithDNS: mocks.dns, +})) +vi.mock('@/lib/internal/oracle-epm/files.server', () => ({ + openOracleEpmSourceFile: mocks.source, + storeOracleEpmDownload: mocks.store, +})) + +import { createTimeoutAbortController } from '@/lib/core/execution-limits' +import { createOracleEpmClient } from '@/lib/internal/oracle-epm/client.server' +import { + downloadArcsAttachment, + exportArcsUserReport, + getArcsFileContext, + storeArcsFile, + uploadArcsFile, +} from '@/lib/internal/oracle-epm-account-reconciliation/files' +import { ARCS_MAX_FILE_BYTES } from '@/lib/internal/oracle-epm-account-reconciliation/routes' + +const origin = 'https://epm.example.com/gateway' +const client = createOracleEpmClient({ instanceUrl: origin, accessToken: 'dTpw' }) +const context = { + userId: 'user-1', + workspaceId: '00000000-0000-4000-8000-000000000001', + workflowId: '00000000-0000-4000-8000-000000000002', + executionId: '00000000-0000-4000-8000-000000000003', +} +const file = { + id: 'f', + name: 'input.csv', + size: 3, + type: 'text/csv', + key: 'workspace/input.csv', + url: '/api/files/input.csv', +} +function json(data: unknown) { + return new Response(JSON.stringify(data), { headers: { 'content-type': 'application/json' } }) +} +function comments(href = `${origin}/arm/rest/fcmapi/v1/rc/references/7/file`, type = 'FILE') { + return [ + { + commentId: 1, + parentObjectId: 2, + commentText: 'Evidence', + postedBy: 'reviewer', + postedDate: 'Jan 2026', + references: [{ referenceId: 7, type, name: 'input.csv', url: null, fileDownloadLink: href }], + }, + ] +} + +describe('Account Reconciliation file orchestration', () => { + beforeEach(() => { + vi.resetAllMocks() + mocks.dns.mockResolvedValue({ isValid: true, resolvedIP: '203.0.113.1' }) + mocks.store.mockResolvedValue(file) + mocks.source.mockResolvedValue({ + fileName: 'input.csv', + contentType: 'text/csv', + maxBytes: 3, + chunks: (async function* () { + yield Buffer.from('abc') + })(), + }) + }) + it('passes the acting user, signal, and 100 MB ceiling to the authorized upload helper', async () => { + const signal = new AbortController().signal + mocks.fetch.mockResolvedValueOnce(json({ status: 0, details: null })) + const result = await uploadArcsFile(client, { file, extDirPath: 'inbox/data' }, context, signal) + expect(mocks.source).toHaveBeenCalledWith({ + file, + userId: context.userId, + maxBytes: ARCS_MAX_FILE_BYTES, + signal, + }) + expect(result).toMatchObject({ success: true, output: { fileName: 'inbox/data/input.csv' } }) + expect(mocks.fetch.mock.calls[0][0]).toBe( + origin + + '/interop/rest/11.1.2.3.600/applicationsnapshots/input.csv/contents?extDirPath=inbox%2Fdata' + ) + }) + it('stops before provider mutation when source access is denied', async () => { + mocks.source.mockRejectedValueOnce(new Error('Not found')) + await expect(uploadArcsFile(client, { file }, context)).rejects.toThrow() + expect(mocks.fetch).not.toHaveBeenCalled() + }) + it('bounds materialization even when actual chunks exceed source metadata', async () => { + mocks.source.mockResolvedValueOnce({ + fileName: 'input.csv', + contentType: 'text/csv', + maxBytes: 3, + chunks: (async function* () { + yield Buffer.from('abcd') + })(), + }) + await expect(uploadArcsFile(client, { file }, context)).rejects.toThrow('maximum size') + expect(mocks.fetch).not.toHaveBeenCalled() + }) + it('does not delete or retry when Oracle refuses an existing file', async () => { + mocks.fetch.mockResolvedValueOnce(json({ status: 1, details: 'File already exists' })) + expect(await uploadArcsFile(client, { file }, context)).toMatchObject({ + success: false, + output: { status: 1 }, + }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + expect(mocks.fetch.mock.calls[0][2].method).toBe('POST') + }) + it('retains pending snapshot extraction rather than claiming it completed', async () => { + mocks.fetch.mockResolvedValueOnce(json({ status: -1, details: 'Extraction in progress' })) + expect(await uploadArcsFile(client, { file }, context)).toMatchObject({ + success: true, + output: { status: -1, state: 'pending' }, + }) + }) + it('uses trusted execution scope and forwards declared download metadata', async () => { + const body = new ReadableStream() + const signal = new AbortController().signal + expect( + await storeArcsFile( + { status: 200, body, contentType: 'text/csv', contentLength: 3 }, + 'input.csv', + getArcsFileContext(context), + signal + ) + ).toEqual(file) + expect(mocks.store).toHaveBeenCalledWith({ + body, + fileName: 'input.csv', + context: { + workspaceId: context.workspaceId, + workflowId: context.workflowId, + executionId: context.executionId, + }, + contentType: 'text/csv', + contentLength: 3, + maxBytes: ARCS_MAX_FILE_BYTES, + signal, + }) + }) + it('cancels JSON error bodies and does not store them as files', async () => { + const cancel = vi.fn() + const body = new ReadableStream({ cancel }) + await expect( + storeArcsFile( + { status: 200, body, contentType: 'application/JSON; charset=utf-8' }, + 'file.csv', + context + ) + ).rejects.toThrow('JSON error') + expect(cancel).toHaveBeenCalled() + expect(mocks.store).not.toHaveBeenCalled() + }) + it('cancels a body when the storage helper rejects before consuming it', async () => { + const cancel = vi.fn() + const body = new ReadableStream({ cancel }) + mocks.store.mockRejectedValueOnce(new Error('Size limit')) + await expect( + storeArcsFile( + { status: 200, body, contentLength: ARCS_MAX_FILE_BYTES + 1 }, + 'file.csv', + context + ) + ).rejects.toThrow('Size limit') + expect(cancel).toHaveBeenCalled() + }) + it('downloads only a FILE reference belonging to the requested reconciliation', async () => { + mocks.fetch.mockResolvedValueOnce(json(comments())).mockResolvedValueOnce(new Response('abc')) + expect( + await downloadArcsAttachment( + client, + { period: 'Jan', accountId: 'Account', referenceId: '7' }, + context + ) + ).toMatchObject({ success: true, output: { file } }) + expect(mocks.fetch.mock.calls.map((call) => call[0])).toEqual([ + `${origin}/armARCS/rest/v1/period/Jan/reconciliation/Account/comments`, + `${origin}/arm/rest/fcmapi/v1/rc/references/7/file`, + ]) + }) + it.each([ + { referenceId: '8', href: `${origin}/arm/rest/fcmapi/v1/rc/references/7/file`, type: 'FILE' }, + { referenceId: '7', href: `${origin}/arm/rest/fcmapi/v1/rc/references/8/file`, type: 'FILE' }, + { + referenceId: '7', + href: 'https://other.example.com/arm/rest/fcmapi/v1/rc/references/7/file', + type: 'FILE', + }, + { referenceId: '7', href: `${origin}/arm/rest/fcmapi/v1/rc/references/7/file`, type: 'URL' }, + ])('rejects unrelated or invalid attachment references %j', async (input) => { + mocks.fetch.mockResolvedValueOnce(json(comments(input.href, input.type))) + await expect( + downloadArcsAttachment( + client, + { period: 'Jan', accountId: 'Account', referenceId: input.referenceId }, + context + ) + ).rejects.toThrow() + expect(mocks.fetch).toHaveBeenCalledTimes(1) + expect(mocks.store).not.toHaveBeenCalled() + }) + it('rejects missing execution scope before generating a report', async () => { + await expect( + exportArcsUserReport(client, { fileName: 'report.csv' }, { workflowId: context.workflowId }) + ).rejects.toThrow('execution context') + expect(mocks.fetch).not.toHaveBeenCalled() + }) + it('preserves the execution cleanup reserve after accepting a report', async () => { + const controller = createTimeoutAbortController(900) + mocks.fetch + .mockResolvedValueOnce( + json({ + status: -1, + links: [ + { rel: 'Job Status', action: 'GET', href: `${origin}/arm/rest/fcmapi/v1/rc/job/42` }, + ], + }) + ) + .mockResolvedValueOnce(json({ status: 0, links: [] })) + try { + expect( + await exportArcsUserReport(client, { fileName: 'report.csv' }, context, controller.signal) + ).toMatchObject({ success: false, output: { accepted: true, jobId: '42', status: -1 } }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + } finally { + controller.cleanup() + } + }) + it('preserves the completed report job when its download fails', async () => { + mocks.fetch + .mockResolvedValueOnce( + json({ + status: -1, + links: [ + { rel: 'Job Status', action: 'GET', href: `${origin}/arm/rest/fcmapi/v1/rc/job/42` }, + ], + }) + ) + .mockResolvedValueOnce( + json({ + status: 0, + links: [ + { + rel: 'report-content', + action: 'GET', + href: `${origin}/interop/rest/11.1.2.3.600/applicationsnapshots/report.csv/contents`, + }, + ], + }) + ) + .mockResolvedValueOnce(new Response('Failed', { status: 503 })) + expect(await exportArcsUserReport(client, { fileName: 'report.csv' }, context)).toMatchObject({ + success: false, + output: { + accepted: true, + jobId: '42', + status: 0, + state: 'succeeded', + fileName: 'report.csv', + }, + }) + expect(mocks.fetch).toHaveBeenCalledTimes(3) + expect(mocks.store).not.toHaveBeenCalled() + }) + it('rejects a report link for a different repository file', async () => { + mocks.fetch.mockResolvedValueOnce( + json({ + status: 0, + links: [ + { + rel: 'report-content', + action: 'GET', + href: `${origin}/interop/rest/11.1.2.3.600/applicationsnapshots/other.csv/contents`, + }, + ], + }) + ) + expect(await exportArcsUserReport(client, { fileName: 'report.csv' }, context)).toMatchObject({ + success: false, + output: { accepted: true, status: 0 }, + }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/files.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/files.ts new file mode 100644 index 00000000000..91c978cd09c --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/files.ts @@ -0,0 +1,237 @@ +import { Readable } from 'node:stream' +import { combineExecutionAbortSignals } from '@/lib/core/execution-limits' +import { readNodeStreamToBufferWithLimit } from '@/lib/core/utils/stream-limits' +import { + type OracleEpmClient, + type OracleEpmClientResponse, + openOracleEpmSourceFile, + storeOracleEpmDownload, +} from '@/lib/internal/oracle-epm' +import { + ArcsContractError, + arcsCommentsSchema, + arcsFailure, + arcsJobSchema, + arcsStatusSchema, + parseArcsResponse, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { + classifyArcsStatus, + resolveArcsArtifact, + resolveArcsJobLink, + waitForArcsJob, +} from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import { + ARCS_MAX_FILE_BYTES, + arcsArtifactPolicies, + arcsRoutes, +} from '@/lib/internal/oracle-epm-account-reconciliation/routes' +import type { InternalToolOperationContext } from '@/lib/internal/tool-operations/types' +import type { ExecutionContext } from '@/lib/uploads/contexts/execution/utils' +import { isUuid } from '@/executor/constants' +import type { UserFile } from '@/executor/types' +import type { OracleEpmAccountReconciliationResponse } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Only executor-owned scope may choose where downloaded files are stored. */ +export function getArcsFileContext(context?: InternalToolOperationContext): ExecutionContext { + if ( + !context?.workspaceId || + !context.executionId || + !isUuid(context.workspaceId) || + !isUuid(context.workflowId) || + !isUuid(context.executionId) + ) { + throw new ArcsContractError('A valid workflow execution context is required to download files') + } + return { + workspaceId: context.workspaceId, + workflowId: context.workflowId, + executionId: context.executionId, + } +} + +export async function storeArcsFile( + response: OracleEpmClientResponse, + fileName: string, + context: ExecutionContext, + signal?: AbortSignal +): Promise { + if (!('body' in response)) throw new ArcsContractError('Oracle EPM did not return file content') + try { + if (response.contentType?.split(';')[0].trim().toLowerCase() === 'application/json') { + throw new ArcsContractError('Oracle EPM returned a JSON error instead of file content') + } + return await storeOracleEpmDownload({ + body: response.body, + fileName, + context, + maxBytes: ARCS_MAX_FILE_BYTES, + contentType: response.contentType, + contentLength: response.contentLength, + signal, + }) + } catch (error) { + await response.body.cancel().catch(() => undefined) + throw error + } +} + +/** Upload staging is explicit and never deletes or overwrites an existing provider file. */ +export async function uploadArcsFile( + client: OracleEpmClient, + params: { file: UserFile; fileName?: string; extDirPath?: string }, + context?: InternalToolOperationContext, + signal?: AbortSignal +): Promise { + if (!context?.userId) throw new ArcsContractError('An acting user is required to upload files') + const source = await openOracleEpmSourceFile({ + file: params.file, + userId: context.userId, + maxBytes: ARCS_MAX_FILE_BYTES, + signal, + }) + const fileName = params.fileName ?? source.fileName + const stagedName = params.extDirPath ? `${params.extDirPath}/${fileName}` : fileName + if (Buffer.byteLength(stagedName, 'utf8') > 255) + throw new ArcsContractError('The repository filename exceeds the supported path length') + const bytes = await readNodeStreamToBufferWithLimit(Readable.from(source.chunks), { + maxBytes: source.maxBytes, + label: 'Oracle EPM upload', + signal, + }) + const result = parseArcsResponse( + arcsStatusSchema, + await client.request(arcsRoutes.uploadFile, { + pathParams: { fileName }, + query: { extDirPath: params.extDirPath }, + stream: new Uint8Array(bytes), + signal, + }) + ) + const output = { + status: result.status, + details: result.details ?? null, + state: classifyArcsStatus(result.status), + fileName: stagedName, + } + return result.status > 0 + ? { success: false, error: 'Oracle EPM could not upload the file', output } + : { success: true, output } +} + +/** Re-fetch the reconciliation and bind the selected FILE reference before using its link. */ +export async function downloadArcsAttachment( + client: OracleEpmClient, + params: { period: string; accountId: string; referenceId: string }, + context?: InternalToolOperationContext, + signal?: AbortSignal +): Promise { + const fileContext = getArcsFileContext(context) + const comments = parseArcsResponse( + arcsCommentsSchema, + await client.request(arcsRoutes.comments, { + pathParams: { period: params.period, accountId: params.accountId }, + signal, + }) + ) + let reference: (typeof comments)[number]['references'][number] | undefined + for (const comment of comments) { + reference = comment.references.find( + (item) => String(item.referenceId) === params.referenceId && item.type === 'FILE' + ) + if (reference) break + } + if (!reference?.fileDownloadLink) + throw new ArcsContractError('The FILE reference was not found on this reconciliation') + const link = client.validateReturnedLink(arcsArtifactPolicies.attachment, { + rel: 'attachment', + method: 'GET', + href: reference.fileDownloadLink, + }) + if ( + new URL(reference.fileDownloadLink).pathname.split('/').at(-2) !== String(reference.referenceId) + ) { + throw new ArcsContractError('Oracle EPM attachment link does not match the selected reference') + } + const file = await storeArcsFile( + await client.requestValidatedLink(link, signal), + reference.name, + fileContext, + signal + ) + return { success: true, output: { file } } +} + +/** User reporting has one total start/wait/download budget and preserves an accepted job on failure. */ +export async function exportArcsUserReport( + client: OracleEpmClient, + params: { fileName: string; format?: 'CSV' | 'XLS'; maxWaitSeconds?: number }, + context?: InternalToolOperationContext, + signal?: AbortSignal +): Promise { + const fileContext = getArcsFileContext(context) + const maxWaitSeconds = params.maxWaitSeconds ?? 60 + const deadline = Date.now() + maxWaitSeconds * 1_000 + const deadlineSignal = AbortSignal.timeout(maxWaitSeconds * 1_000) + const reportSignal = signal + ? combineExecutionAbortSignals([signal, deadlineSignal]) + : deadlineSignal + let output: OracleEpmAccountReconciliationResponse['output'] = {} + try { + let job = parseArcsResponse( + arcsJobSchema, + await client.request(arcsRoutes.report, { + json: { fileName: params.fileName, ...(params.format ? { format: params.format } : {}) }, + signal: reportSignal, + }) + ) + output = { + status: job.status, + details: job.details ?? null, + state: classifyArcsStatus(job.status), + fileName: params.fileName, + } + if (job.status > 0) + return { success: false, error: 'Oracle EPM could not start the user-details report', output } + output.accepted = true + const resolved = resolveArcsJobLink(client, 'report', job) + if (resolved) output.jobId = resolved.jobId + if (job.status === -1) { + if (!resolved) + throw new ArcsContractError( + 'Oracle EPM accepted the report but did not return a valid status link' + ) + const remainingSeconds = Math.floor((deadline - Date.now()) / 1_000) + if (remainingSeconds <= 1) + throw new ArcsContractError('The report time budget expired after the job was accepted') + job = await waitForArcsJob(client, resolved.link, remainingSeconds, reportSignal) + output = { + ...output, + status: job.status, + details: job.details ?? null, + state: classifyArcsStatus(job.status), + } + } + if (job.status !== 0) + return { + success: false, + error: 'Oracle EPM user-details report completed with errors', + output, + } + const artifact = job.links?.find((link) => link.rel === 'report-content') + if (!artifact) + throw new ArcsContractError('Oracle EPM completed the report without a download link') + const resolvedArtifact = resolveArcsArtifact(client, artifact) + if (resolvedArtifact.fileName !== params.fileName) + throw new ArcsContractError('Oracle EPM report link does not match the requested filename') + const file = await storeArcsFile( + await client.requestValidatedLink(resolvedArtifact.link, reportSignal), + resolvedArtifact.fileName, + fileContext, + reportSignal + ) + return { success: true, output: { ...output, file } } + } catch (error) { + return arcsFailure(error, output) + } +} diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/jobs.test.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/jobs.test.ts new file mode 100644 index 00000000000..2ff2d9f9d42 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/jobs.test.ts @@ -0,0 +1,300 @@ +/** @vitest-environment node */ +import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ fetch: vi.fn(), dns: vi.fn() })) +vi.mock('@/lib/core/security/input-validation.server', () => ({ + DEFAULT_MAX_RESPONSE_BYTES: 100 * 1024 * 1024, + secureFetchWithPinnedIP: mocks.fetch, + validateUrlWithDNS: mocks.dns, +})) + +import { createOracleEpmClient } from '@/lib/internal/oracle-epm/client.server' +import { + launchArcsJob, + readArcsJob, + resolveArcsJobLink, +} from '@/lib/internal/oracle-epm-account-reconciliation/jobs' + +const origin = 'https://epm.example.com' +const client = createOracleEpmClient({ instanceUrl: origin, accessToken: 'dTpw' }) +const href = `${origin}/arm/rest/v1/jobs/42` +function response(status: number, extra = {}) { + return new Response( + JSON.stringify({ + status, + details: status === 0 ? 'Complete' : 'Provider details', + links: [{ rel: 'self', action: 'GET', href }], + ...extra, + }), + { headers: { 'content-type': 'application/json' } } + ) +} + +describe('Account Reconciliation job behavior', () => { + beforeEach(() => { + vi.clearAllMocks() + mocks.dns.mockResolvedValue({ isValid: true, resolvedIP: '203.0.113.1' }) + }) + afterEach(() => vi.useRealTimers()) + it('launches without polling by default', async () => { + mocks.fetch.mockResolvedValueOnce(response(-1)) + const result = await launchArcsJob( + client, + 'matching', + 'runautomatch', + { matchTypeId: 'MT' }, + {} + ) + expect(result).toMatchObject({ + success: true, + output: { status: -1, state: 'pending', jobId: '42', accepted: true }, + }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + it('polls pending snapshots until success without relaunching the mutation', async () => { + vi.useFakeTimers() + mocks.fetch + .mockResolvedValueOnce(response(-1)) + .mockResolvedValueOnce(response(-1)) + .mockResolvedValueOnce(response(0)) + const pending = launchArcsJob( + client, + 'matching', + 'runautomatch', + { matchTypeId: 'MT' }, + { waitForCompletion: true } + ) + await vi.advanceTimersByTimeAsync(5_000) + expect(await pending).toMatchObject({ + success: true, + output: { state: 'succeeded', jobId: '42' }, + }) + expect(mocks.fetch.mock.calls.map((call) => call[2].method)).toEqual(['POST', 'GET', 'GET']) + }) + it('returns failure when an accepted job subsequently fails', async () => { + mocks.fetch.mockResolvedValueOnce(response(-1)).mockResolvedValueOnce(response(1)) + expect( + await launchArcsJob(client, 'matching', 'runautomatch', {}, { waitForCompletion: true }) + ).toMatchObject({ + success: false, + output: { accepted: true, jobId: '42', status: 1, state: 'failed' }, + }) + }) + it('preserves accepted job information on timeout', async () => { + vi.useFakeTimers() + mocks.fetch.mockImplementation(async () => response(-1)) + const pending = launchArcsJob( + client, + 'matching', + 'runautomatch', + {}, + { waitForCompletion: true, maxWaitSeconds: 5 } + ) + await vi.advanceTimersByTimeAsync(5_000) + expect(await pending).toMatchObject({ + success: false, + output: { accepted: true, jobId: '42', state: 'pending' }, + }) + expect(mocks.fetch.mock.calls.filter((call) => call[2].method === 'POST')).toHaveLength(1) + }) + it('preserves accepted job information on cancellation', async () => { + const controller = new AbortController() + mocks.fetch.mockResolvedValueOnce(response(-1)).mockImplementationOnce(async () => { + controller.abort(new DOMException('Cancelled', 'AbortError')) + throw controller.signal.reason + }) + expect( + await launchArcsJob( + client, + 'matching', + 'runautomatch', + {}, + { waitForCompletion: true }, + controller.signal + ) + ).toMatchObject({ success: false, output: { accepted: true, jobId: '42' } }) + expect(mocks.fetch).toHaveBeenCalledTimes(2) + }) + it('does not retry rejected mutations', async () => { + mocks.fetch.mockResolvedValueOnce(new Response('{}', { status: 503 })) + expect((await launchArcsJob(client, 'matching', 'runautomatch', {}, {})).success).toBe(false) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + it('preserves acceptance but never extracts IDs from invalid returned links', async () => { + mocks.fetch.mockResolvedValueOnce( + response(-1, { + links: [{ rel: 'self', action: 'GET', href: 'https://attacker.example/jobs/42' }], + }) + ) + const result = await launchArcsJob(client, 'matching', 'runautomatch', {}, {}) + expect(result).toMatchObject({ success: false, output: { accepted: true, status: -1 } }) + expect(result.output.jobId).toBeUndefined() + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + it('requires a status link only when a job is pending', async () => { + mocks.fetch + .mockResolvedValueOnce(response(-1, { links: [] })) + .mockResolvedValueOnce(response(0, { links: [] })) + expect((await launchArcsJob(client, 'matching', 'runautomatch', {}, {})).success).toBe(false) + expect((await launchArcsJob(client, 'matching', 'runautomatch', {}, {})).success).toBe(true) + }) + it('distinguishes the immediate period change from the opening-job failure', async () => { + const complianceLink = [ + { rel: 'self', action: 'GET', href: `${origin}/armARCS/rest/v1/jobs/42` }, + ] + mocks.fetch + .mockResolvedValueOnce(response(-1, { links: complianceLink })) + .mockResolvedValueOnce(response(1, { links: complianceLink })) + const result = await launchArcsJob( + client, + 'compliance', + 'SET_PERIOD_STATUS', + { period: 'Jan', status: 'open' }, + { waitForCompletion: true, periodStatus: 'open' } + ) + expect(result).toMatchObject({ + success: false, + output: { periodStatus: 'open', accepted: true, state: 'failed', jobId: '42' }, + }) + }) + it.each(['closed', 'locked', 'pending'] as const)( + 'does not poll an immediate %s period change', + async (periodStatus) => { + mocks.fetch.mockResolvedValueOnce(response(0, { links: [] })) + expect( + await launchArcsJob( + client, + 'compliance', + 'SET_PERIOD_STATUS', + { period: 'Jan', status: periodStatus }, + { waitForCompletion: true, periodStatus } + ) + ).toMatchObject({ success: true, output: { periodStatus, state: 'succeeded' } }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + } + ) + it('preserves an already-open period when the initial opening job has failed', async () => { + mocks.fetch.mockResolvedValueOnce( + response(1, { + links: [{ rel: 'Job Status', action: 'GET', href: `${origin}/armARCS/rest/v1/jobs/42` }], + }) + ) + const result = await launchArcsJob( + client, + 'compliance', + 'SET_PERIOD_STATUS', + { period: 'Jan', status: 'open' }, + { periodStatus: 'open', waitForCompletion: true } + ) + expect(result).toMatchObject({ + success: false, + output: { status: 1, state: 'failed', accepted: true, periodStatus: 'open', jobId: '42' }, + }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + it.each([ + { links: [] }, + { + links: [ + { + rel: 'Job Status', + action: 'GET', + href: 'https://attacker.example/armARCS/rest/v1/jobs/42', + }, + ], + }, + { links: [{ rel: 'Job Status', action: 'POST', href: `${origin}/armARCS/rest/v1/jobs/42` }] }, + ])( + 'does not claim an applied period change without a valid failed opening-job link ($links)', + async ({ links }) => { + mocks.fetch.mockResolvedValueOnce(response(1, { links })) + const result = await launchArcsJob( + client, + 'compliance', + 'SET_PERIOD_STATUS', + { period: 'Jan', status: 'open' }, + { periodStatus: 'open' } + ) + expect(result).toMatchObject({ success: false, output: { status: 1, state: 'failed' } }) + expect(result.output).not.toHaveProperty('accepted') + expect(result.output).not.toHaveProperty('periodStatus') + expect(result.output).not.toHaveProperty('jobId') + expect(mocks.fetch).toHaveBeenCalledTimes(1) + } + ) + it.each([ + ['runautomatch', false, false], + ['runautoalert', false, false], + ['archivetransactions', true, true], + ['purgetransactions', true, false], + ['purgearchivetransactions', true, false], + ['importtmpremappedtransactions', true, false], + ['unmatchtransactions', true, false], + ['unmatchtransactionsbyautomatch', false, false], + ] as const)( + 'projects only documented artifacts for %s on launch and after waiting', + async (jobName, hasLog, hasArchive) => { + const links = [ + { rel: 'Job Status', action: 'GET', href }, + { + rel: 'log-content', + action: 'GET', + href: `${origin}/rest/applicationsnapshots/log.txt/contents`, + }, + { + rel: 'file-content', + action: 'GET', + href: `${origin}/rest/applicationsnapshots/archive.zip/contents`, + }, + ] + for (const waitForCompletion of [false, true]) { + mocks.fetch.mockResolvedValueOnce(response(-1, { links })) + if (waitForCompletion) mocks.fetch.mockResolvedValueOnce(response(0, { links })) + const result = await launchArcsJob(client, 'matching', jobName, {}, { waitForCompletion }) + expect(result.success).toBe(true) + expect(result.output.logFileName).toBe(hasLog ? 'log.txt' : undefined) + expect(result.output.archiveFileName).toBe(hasArchive ? 'archive.zip' : undefined) + } + } + ) + it('projects validated matching artifacts without parsing counts from details', async () => { + mocks.fetch.mockResolvedValueOnce( + response(0, { + details: 'Processed: 100', + links: [ + { + rel: 'file-content', + action: 'GET', + href: `${origin}/rest/applicationsnapshots/archive.zip/contents`, + }, + { + rel: 'log-content', + action: 'GET', + href: `${origin}/rest/applicationsnapshots/log.txt/contents`, + }, + ], + }) + ) + const result = await readArcsJob(client, 'matching', '42') + expect(result.output).toEqual({ + status: 0, + state: 'succeeded', + details: 'Processed: 100', + jobId: '42', + archiveFileName: 'archive.zip', + logFileName: 'log.txt', + }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + it('prefers the documented Job Status relation over launch self links', () => { + expect( + resolveArcsJobLink(client, 'matching', { + status: -1, + links: [ + { rel: 'self', action: 'POST', href: `${origin}/arm/rest/v1/jobs` }, + { rel: 'Job Status', action: 'GET', href }, + ], + })?.jobId + ).toBe('42') + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/jobs.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/jobs.ts new file mode 100644 index 00000000000..68fee6a9ba7 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/jobs.ts @@ -0,0 +1,213 @@ +import { + type OracleEpmClient, + type OracleEpmValidatedLink, + pollOracleEpmJob, +} from '@/lib/internal/oracle-epm' +import { + ArcsContractError, + type ArcsJob, + type ArcsLink, + arcsFailure, + arcsJobSchema, + parseArcsResponse, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { + arcsArtifactPolicies, + arcsJobLinkPolicies, + arcsRoutes, +} from '@/lib/internal/oracle-epm-account-reconciliation/routes' +import type { + OracleEpmAccountReconciliationJobOutput, + OracleEpmAccountReconciliationResponse, +} from '@/tools/oracle_epm_account_reconciliation/types' + +export type ArcsJobKind = keyof typeof arcsJobLinkPolicies + +type ArcsArtifactRelation = 'log-content' | 'file-content' +const matchingJobArtifacts: Record = { + archivetransactions: ['log-content', 'file-content'], + purgetransactions: ['log-content'], + purgearchivetransactions: ['log-content'], + importtmpremappedtransactions: ['log-content'], + unmatchtransactions: ['log-content'], +} + +export function classifyArcsStatus(status: number): 'pending' | 'succeeded' | 'failed' { + return status === -1 ? 'pending' : status === 0 ? 'succeeded' : 'failed' +} + +/** Extract identifiers only after the foundation validates the entire returned URL. */ +export function resolveArcsJobLink( + client: OracleEpmClient, + kind: ArcsJobKind, + job: ArcsJob +): { jobId: string; link: OracleEpmValidatedLink } | undefined { + const candidate = + job.links?.find((link) => link.rel === 'Job Status') ?? + job.links?.find((link) => link.rel === 'self' && link.action === 'GET') + if (!candidate) return undefined + if (candidate.rel !== 'self' && candidate.rel !== 'Job Status') return undefined + const link = client.validateReturnedLink(arcsJobLinkPolicies[kind][candidate.rel], { + rel: candidate.rel, + href: candidate.href, + method: candidate.action, + }) + const jobId = new URL(candidate.href).pathname.split('/').at(-1) + if (!jobId) throw new ArcsContractError('Oracle EPM did not return a valid job ID') + return { jobId, link } +} + +/** Returns a repository filename only after validating its artifact relation and route. */ +export function resolveArcsArtifact( + client: OracleEpmClient, + link: ArcsLink +): { fileName: string; link: OracleEpmValidatedLink } { + if (link.rel !== 'log-content' && link.rel !== 'file-content' && link.rel !== 'report-content') { + throw new ArcsContractError('Oracle EPM returned an unsupported artifact relation') + } + const validated = client.validateReturnedLink(arcsArtifactPolicies[link.rel], { + rel: link.rel, + href: link.href, + method: link.action, + }) + const encoded = new URL(link.href).pathname.split('/').at(-2) + if (!encoded) throw new ArcsContractError('Oracle EPM did not return a valid artifact filename') + return { fileName: decodeURIComponent(encoded), link: validated } +} + +export function projectArcsJob( + client: OracleEpmClient, + kind: ArcsJobKind, + job: ArcsJob, + jobId?: string, + allowedArtifacts: readonly ArcsArtifactRelation[] = ['log-content', 'file-content'] +): OracleEpmAccountReconciliationJobOutput { + const output: OracleEpmAccountReconciliationJobOutput = { + status: job.status, + details: job.details ?? null, + state: classifyArcsStatus(job.status), + ...(jobId ? { jobId } : {}), + } + if (kind === 'matching') { + for (const link of job.links ?? []) { + if (link.rel === 'log-content' && allowedArtifacts.includes('log-content')) + output.logFileName = resolveArcsArtifact(client, link).fileName + if (link.rel === 'file-content' && allowedArtifacts.includes('file-content')) + output.archiveFileName = resolveArcsArtifact(client, link).fileName + } + } + return output +} + +/** A status tool reads once and reports a remote failure as a successfully retrieved state. */ +export async function readArcsJob( + client: OracleEpmClient, + kind: 'compliance' | 'matching', + jobId: string, + signal?: AbortSignal +): Promise { + const endpoint = kind === 'compliance' ? arcsRoutes.complianceJob : arcsRoutes.matchingJob + const job = parseArcsResponse( + arcsJobSchema, + await client.request(endpoint, { pathParams: { jobId }, signal }) + ) + return { success: true, output: projectArcsJob(client, kind, job, jobId) } +} + +/** Polling is shared; job states and limits belong to Account Reconciliation. */ +export async function waitForArcsJob( + client: OracleEpmClient, + link: OracleEpmValidatedLink, + maxWaitSeconds: number, + signal?: AbortSignal +): Promise { + const result = await pollOracleEpmJob({ + read: async (pollSignal) => + parseArcsResponse(arcsJobSchema, await client.requestValidatedLink(link, pollSignal)), + classify: (job) => + job.status === -1 + ? { state: 'pending' } + : job.status === 0 + ? { state: 'success', result: job } + : { state: 'failure', error: job }, + signal, + maxWaitMs: maxWaitSeconds * 1_000, + cleanupReserveMs: 1_000, + maxAttempts: 300, + initialDelayMs: 1_000, + maxDelayMs: 5_000, + }) + return result.state === 'success' ? result.result : result.error +} + +/** Launches exactly once, preserving accepted state when later polling or projection fails. */ +export async function launchArcsJob( + client: OracleEpmClient, + kind: 'compliance' | 'matching', + jobName: string, + parameters: Record, + options: { + waitForCompletion?: boolean + maxWaitSeconds?: number + periodStatus?: 'pending' | 'open' | 'closed' | 'locked' + }, + signal?: AbortSignal +): Promise { + const endpoint = kind === 'compliance' ? arcsRoutes.complianceJobs : arcsRoutes.matchingJobs + let output: OracleEpmAccountReconciliationResponse['output'] = {} + try { + const job = parseArcsResponse( + arcsJobSchema, + await client.request(endpoint, { json: { jobName, parameters }, signal }) + ) + output = { + status: job.status, + details: job.details ?? null, + state: classifyArcsStatus(job.status), + } + if (job.status > 0) { + // Opening changes the period immediately; a returned job tracks reconciliation opening. + if (options.periodStatus === 'open') { + const resolved = resolveArcsJobLink(client, kind, job) + if (resolved) { + return { + success: false, + error: 'Oracle EPM reconciliation-opening job completed with errors', + output: { ...output, accepted: true, periodStatus: 'open', jobId: resolved.jobId }, + } + } + } + return { success: false, error: 'Oracle EPM rejected the job', output } + } + output.accepted = true + if (options.periodStatus) output.periodStatus = options.periodStatus + if (options.periodStatus && options.periodStatus !== 'open') { + return { success: true, output: { ...output, state: 'succeeded' } } + } + const resolved = resolveArcsJobLink(client, kind, job) + if (resolved) output.jobId = resolved.jobId + if (job.status === -1 && !resolved) + throw new ArcsContractError( + 'Oracle EPM accepted the job but did not return a valid status link' + ) + const allowedArtifacts = matchingJobArtifacts[jobName] ?? [] + output = { ...output, ...projectArcsJob(client, kind, job, resolved?.jobId, allowedArtifacts) } + if (!options.waitForCompletion || job.status !== -1 || !resolved) + return { success: true, output } + const completed = await waitForArcsJob( + client, + resolved.link, + options.maxWaitSeconds ?? 60, + signal + ) + output = { + ...output, + ...projectArcsJob(client, kind, completed, resolved.jobId, allowedArtifacts), + } + return completed.status === 0 + ? { success: true, output } + : { success: false, error: 'Oracle EPM job completed with errors', output } + } catch (error) { + return arcsFailure(error, output) + } +} diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/add-users-to-team.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/add-users-to-team.ts new file mode 100644 index 00000000000..bd508d4bc4a --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/add-users-to-team.ts @@ -0,0 +1,31 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationAddUsersToTeamParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/lcm_add_user_to_team_arcs.html */ +export const executeOracleEpmAccountReconciliationAddUsersToTeamOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationAddUsersToTeamParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.add_users_to_team, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'ADD_USERS_TO_TEAM', + filterUndefined({ + fileName: params.fileName, + teamName: params.teamName, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/archive-matched-transactions.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/archive-matched-transactions.ts new file mode 100644 index 00000000000..eb439a75c78 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/archive-matched-transactions.ts @@ -0,0 +1,35 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationArchiveMatchedTransactionsParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_archive_matched_transactions.html */ +export const executeOracleEpmAccountReconciliationArchiveMatchedTransactionsOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationArchiveMatchedTransactionsParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.archive_matched_transactions, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'matching', + 'archivetransactions', + filterUndefined({ + matchTypeId: params.matchTypeId, + age: params.age, + filterOperator: params.filterOperator, + filterValue: params.filterValue, + logFileName: params.logFileName, + fileName: params.fileName, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/create-reconciliations.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/create-reconciliations.ts new file mode 100644 index 00000000000..722d988b7a3 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/create-reconciliations.ts @@ -0,0 +1,31 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationCreateReconciliationsParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_create_reconciliation.html */ +export const executeOracleEpmAccountReconciliationCreateReconciliationsOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationCreateReconciliationsParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.create_reconciliations, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'CREATE_RECONCILIATIONS', + filterUndefined({ + period: params.period, + filter: params.filter, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/delete-file.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/delete-file.ts new file mode 100644 index 00000000000..e78a58b661f --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/delete-file.ts @@ -0,0 +1,34 @@ +import { + arcsInputSchemas, + arcsStatusSchema, + executeArcsOperation, + parseArcsResponse, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { arcsRoutes } from '@/lib/internal/oracle-epm-account-reconciliation/routes' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationDeleteFileParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/delete_files_v3.html */ +export const executeOracleEpmAccountReconciliationDeleteFileOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationDeleteFileParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.delete_file, + input, + signal, + context, + async (params, client, signal) => { + const result = parseArcsResponse( + arcsStatusSchema, + await client.request(arcsRoutes.deleteFile, { json: { fileName: params.fileName }, signal }) + ) + const output = { + status: result.status, + details: result.details ?? null, + fileName: params.fileName, + } + return result.status !== 0 + ? { success: false, error: 'Oracle EPM could not delete the file', output } + : { success: true, output } + } + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/delete-profile.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/delete-profile.ts new file mode 100644 index 00000000000..99a5057c689 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/delete-profile.ts @@ -0,0 +1,30 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationDeleteProfileParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_delete_profile.html */ +export const executeOracleEpmAccountReconciliationDeleteProfileOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationDeleteProfileParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.delete_profile, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'DELETE_PROFILE', + filterUndefined({ + accountId: params.accountId, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/download-comment-attachment.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/download-comment-attachment.ts new file mode 100644 index 00000000000..7c3a348e3dc --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/download-comment-attachment.ts @@ -0,0 +1,19 @@ +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { downloadArcsAttachment } from '@/lib/internal/oracle-epm-account-reconciliation/files' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationDownloadCommentAttachmentParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_view_reconciliation_comments.html */ +export const executeOracleEpmAccountReconciliationDownloadCommentAttachmentOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationDownloadCommentAttachmentParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.download_comment_attachment, + input, + signal, + context, + (params, client, signal, context) => downloadArcsAttachment(client, params, context, signal) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/download-file.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/download-file.ts new file mode 100644 index 00000000000..3d4e00b53e5 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/download-file.ts @@ -0,0 +1,35 @@ +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { + getArcsFileContext, + storeArcsFile, +} from '@/lib/internal/oracle-epm-account-reconciliation/files' +import { arcsRoutes } from '@/lib/internal/oracle-epm-account-reconciliation/routes' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationDownloadFileParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/download.html */ +export const executeOracleEpmAccountReconciliationDownloadFileOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationDownloadFileParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.download_file, + input, + signal, + context, + async (params, client, signal, context) => { + const fileContext = getArcsFileContext(context) + const file = await storeArcsFile( + await client.request(arcsRoutes.downloadFile, { + pathParams: { fileName: params.fileName }, + signal, + }), + params.fileName, + fileContext, + signal + ) + return { success: true, output: { file } } + } + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/export-user-details-report.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/export-user-details-report.ts new file mode 100644 index 00000000000..cb704810b9d --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/export-user-details-report.ts @@ -0,0 +1,19 @@ +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { exportArcsUserReport } from '@/lib/internal/oracle-epm-account-reconciliation/files' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationExportUserDetailsReportParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/reports_arcs_generate_user_details_report.html */ +export const executeOracleEpmAccountReconciliationExportUserDetailsReportOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationExportUserDetailsReportParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.export_user_details_report, + input, + signal, + context, + (params, client, signal, context) => exportArcsUserReport(client, params, context, signal) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/get-compliance-job-status.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/get-compliance-job-status.ts new file mode 100644 index 00000000000..82477d7c0f7 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/get-compliance-job-status.ts @@ -0,0 +1,19 @@ +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { readArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationGetComplianceJobStatusParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_get_job_status.html */ +export const executeOracleEpmAccountReconciliationGetComplianceJobStatusOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationGetComplianceJobStatusParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.get_compliance_job_status, + input, + signal, + context, + (params, client, signal) => readArcsJob(client, 'compliance', params.jobId, signal) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/get-matching-job-status.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/get-matching-job-status.ts new file mode 100644 index 00000000000..586ad030e8f --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/get-matching-job-status.ts @@ -0,0 +1,19 @@ +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { readArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationGetMatchingJobStatusParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_get_job_status_tm.html */ +export const executeOracleEpmAccountReconciliationGetMatchingJobStatusOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationGetMatchingJobStatusParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.get_matching_job_status, + input, + signal, + context, + (params, client, signal) => readArcsJob(client, 'matching', params.jobId, signal) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-balances.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-balances.ts new file mode 100644 index 00000000000..42b23748f3b --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-balances.ts @@ -0,0 +1,31 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationImportBalancesParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_import_balances.html */ +export const executeOracleEpmAccountReconciliationImportBalancesOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationImportBalancesParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.import_balances, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'IMPORT_BALANCES', + filterUndefined({ + period: params.period, + dl_Definition: params.dataLoadDefinition, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-compliance-transactions.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-compliance-transactions.ts new file mode 100644 index 00000000000..acdf0532d41 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-compliance-transactions.ts @@ -0,0 +1,33 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationImportComplianceTransactionsParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_import_premapped_transactions.html */ +export const executeOracleEpmAccountReconciliationImportComplianceTransactionsOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationImportComplianceTransactionsParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.import_compliance_transactions, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'IMPORT_PREMAPPED_TRANSACTIONS', + filterUndefined({ + file: params.fileName, + period: params.period, + transactionType: params.transactionType, + dateFormat: params.dateFormat, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-matching-transactions.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-matching-transactions.ts new file mode 100644 index 00000000000..ab77e0098b8 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-matching-transactions.ts @@ -0,0 +1,33 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationImportMatchingTransactionsParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_import_tm_premapped_transactions.html */ +export const executeOracleEpmAccountReconciliationImportMatchingTransactionsOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationImportMatchingTransactionsParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.import_matching_transactions, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'matching', + 'importtmpremappedtransactions', + filterUndefined({ + file: params.fileName, + matchTypeId: params.matchTypeId, + dataSource: params.dataSource, + dateFormat: params.dateFormat, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-premapped-balances.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-premapped-balances.ts new file mode 100644 index 00000000000..1949f878d21 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-premapped-balances.ts @@ -0,0 +1,33 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationImportPremappedBalancesParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_import_pre_mapped_balances.html */ +export const executeOracleEpmAccountReconciliationImportPremappedBalancesOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationImportPremappedBalancesParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.import_premapped_balances, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'IMPORT_PREMAPPED_BALANCES', + filterUndefined({ + file: params.fileName, + period: params.period, + balanceType: params.balanceType, + currencyBucket: params.currencyBucket, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-profiles.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-profiles.ts new file mode 100644 index 00000000000..1653227d868 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-profiles.ts @@ -0,0 +1,34 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationImportProfilesParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_import_profiles.html */ +export const executeOracleEpmAccountReconciliationImportProfilesOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationImportProfilesParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.import_profiles, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'IMPORT_PROFILES', + filterUndefined({ + fileLocation: params.fileName, + importType: params.importType, + profileType: params.profileType, + dateFormat: params.dateFormat, + period: params.period, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-rates.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-rates.ts new file mode 100644 index 00000000000..d4116ba13c4 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-rates.ts @@ -0,0 +1,33 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationImportRatesParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_import_currency_rates.html */ +export const executeOracleEpmAccountReconciliationImportRatesOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationImportRatesParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.import_rates, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'IMPORT_RATES', + filterUndefined({ + file: params.fileName, + period: params.period, + rateType: params.rateType, + importType: params.importType, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-reconciliation-attributes.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-reconciliation-attributes.ts new file mode 100644 index 00000000000..0f626202ef7 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/import-reconciliation-attributes.ts @@ -0,0 +1,33 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationImportReconciliationAttributesParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_import_recon_attributs.html */ +export const executeOracleEpmAccountReconciliationImportReconciliationAttributesOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationImportReconciliationAttributesParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.import_reconciliation_attributes, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'IMPORT_RECONCILIATION_ATTRIBUTES', + filterUndefined({ + fileName: params.fileName, + period: params.period, + rules: params.rules, + reopen: params.reopen === undefined ? undefined : String(params.reopen), + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/index.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/index.ts new file mode 100644 index 00000000000..6b701a94c0b --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/index.ts @@ -0,0 +1,33 @@ +export { executeOracleEpmAccountReconciliationAddUsersToTeamOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/add-users-to-team' +export { executeOracleEpmAccountReconciliationArchiveMatchedTransactionsOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/archive-matched-transactions' +export { executeOracleEpmAccountReconciliationCreateReconciliationsOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/create-reconciliations' +export { executeOracleEpmAccountReconciliationDeleteFileOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/delete-file' +export { executeOracleEpmAccountReconciliationDeleteProfileOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/delete-profile' +export { executeOracleEpmAccountReconciliationDownloadCommentAttachmentOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/download-comment-attachment' +export { executeOracleEpmAccountReconciliationDownloadFileOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/download-file' +export { executeOracleEpmAccountReconciliationExportUserDetailsReportOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/export-user-details-report' +export { executeOracleEpmAccountReconciliationGetComplianceJobStatusOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/get-compliance-job-status' +export { executeOracleEpmAccountReconciliationGetMatchingJobStatusOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/get-matching-job-status' +export { executeOracleEpmAccountReconciliationImportBalancesOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/import-balances' +export { executeOracleEpmAccountReconciliationImportComplianceTransactionsOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/import-compliance-transactions' +export { executeOracleEpmAccountReconciliationImportMatchingTransactionsOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/import-matching-transactions' +export { executeOracleEpmAccountReconciliationImportPremappedBalancesOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/import-premapped-balances' +export { executeOracleEpmAccountReconciliationImportProfilesOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/import-profiles' +export { executeOracleEpmAccountReconciliationImportRatesOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/import-rates' +export { executeOracleEpmAccountReconciliationImportReconciliationAttributesOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/import-reconciliation-attributes' +export { executeOracleEpmAccountReconciliationListFilesOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/list-files' +export { executeOracleEpmAccountReconciliationListPeriodsOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/list-periods' +export { executeOracleEpmAccountReconciliationListReconciliationCommentsOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/list-reconciliation-comments' +export { executeOracleEpmAccountReconciliationListUsersOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/list-users' +export { executeOracleEpmAccountReconciliationMonitorReconciliationsOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/monitor-reconciliations' +export { executeOracleEpmAccountReconciliationPurgeArchivedTransactionsOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/purge-archived-transactions' +export { executeOracleEpmAccountReconciliationPurgeMatchedTransactionsOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/purge-matched-transactions' +export { executeOracleEpmAccountReconciliationRemoveUsersFromTeamOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/remove-users-from-team' +export { executeOracleEpmAccountReconciliationRunAutoAlertOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/run-auto-alert' +export { executeOracleEpmAccountReconciliationRunAutoMatchOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/run-auto-match' +export { executeOracleEpmAccountReconciliationRunProfileRulesOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/run-profile-rules' +export { executeOracleEpmAccountReconciliationRunReconciliationRulesOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/run-reconciliation-rules' +export { executeOracleEpmAccountReconciliationSetPeriodStatusOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/set-period-status' +export { executeOracleEpmAccountReconciliationUnmatchAutoMatchJobOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/unmatch-auto-match-job' +export { executeOracleEpmAccountReconciliationUnmatchTransactionsOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/unmatch-transactions' +export { executeOracleEpmAccountReconciliationUploadFileOperation } from '@/lib/internal/oracle-epm-account-reconciliation/operations/upload-file' diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/list-files.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/list-files.ts new file mode 100644 index 00000000000..50847195a6e --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/list-files.ts @@ -0,0 +1,38 @@ +import type { OracleEpmClient } from '@/lib/internal/oracle-epm' +import { + ArcsContractError, + arcsFilesSchema, + arcsInputSchemas, + arcsStatusSchema, + executeArcsOperation, + parseArcsResponse, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { arcsRoutes } from '@/lib/internal/oracle-epm-account-reconciliation/routes' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationListFilesParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Shared listing primitive for the tool and credential-bound server selector. */ +export async function listArcsFiles(client: OracleEpmClient, signal?: AbortSignal) { + const response = await client.request(arcsRoutes.listFiles, { signal }) + if (parseArcsResponse(arcsStatusSchema, response).status !== 0) + throw new ArcsContractError('Oracle EPM could not list files') + return parseArcsResponse(arcsFilesSchema, response) +} + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/list_files.html */ +export const executeOracleEpmAccountReconciliationListFilesOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationListFilesParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.list_files, + input, + signal, + context, + async (params, client, signal) => { + const result = await listArcsFiles(client, signal) + return { + success: true, + output: { status: result.status, details: result.details ?? null, files: result.items }, + } + } + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/list-periods.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/list-periods.ts new file mode 100644 index 00000000000..4298d287061 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/list-periods.ts @@ -0,0 +1,42 @@ +import type { OracleEpmClient } from '@/lib/internal/oracle-epm' +import { + ArcsContractError, + arcsInputSchemas, + arcsPeriodsSchema, + arcsStatusSchema, + executeArcsOperation, + parseArcsResponse, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { arcsRoutes } from '@/lib/internal/oracle-epm-account-reconciliation/routes' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationListPeriodsParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Shared listing primitive for the tool and credential-bound server selector. */ +export async function listArcsPeriods( + client: OracleEpmClient, + status: 'ALL' | 'OPEN' | 'CLOSED' | 'LOCKED' | 'PENDING' | 'OPEN_PENDING' = 'ALL', + signal?: AbortSignal +) { + const response = await client.request(arcsRoutes.periods, { query: { status }, signal }) + if (parseArcsResponse(arcsStatusSchema, response).status !== 0) + throw new ArcsContractError('Oracle EPM could not list periods') + return parseArcsResponse(arcsPeriodsSchema, response) +} + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_get_periods.html */ +export const executeOracleEpmAccountReconciliationListPeriodsOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationListPeriodsParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.list_periods, + input, + signal, + context, + async (params, client, signal) => { + const result = await listArcsPeriods(client, params.status ?? 'ALL', signal) + return { + success: true, + output: { status: result.status, details: result.details ?? null, periods: result.items }, + } + } + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/list-reconciliation-comments.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/list-reconciliation-comments.ts new file mode 100644 index 00000000000..b1870cb0c9a --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/list-reconciliation-comments.ts @@ -0,0 +1,47 @@ +import { + arcsCommentsSchema, + arcsInputSchemas, + executeArcsOperation, + parseArcsResponse, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { arcsRoutes } from '@/lib/internal/oracle-epm-account-reconciliation/routes' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationListReconciliationCommentsParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_view_reconciliation_comments.html */ +export const executeOracleEpmAccountReconciliationListReconciliationCommentsOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationListReconciliationCommentsParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.list_reconciliation_comments, + input, + signal, + context, + async (params, client, signal) => { + const comments = parseArcsResponse( + arcsCommentsSchema, + await client.request(arcsRoutes.comments, { + pathParams: { period: params.period, accountId: params.accountId }, + signal, + }) + ) + return { + success: true, + output: { + comments: comments.map((comment) => ({ + commentId: comment.commentId, + parentObjectId: comment.parentObjectId, + commentText: comment.commentText, + postedBy: comment.postedBy, + postedDate: comment.postedDate, + references: comment.references.map((reference) => ({ + referenceId: reference.referenceId, + type: reference.type, + name: reference.name, + url: reference.url, + })), + })), + }, + } + } + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/list-users.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/list-users.ts new file mode 100644 index 00000000000..d1e7676b328 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/list-users.ts @@ -0,0 +1,45 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + arcsUsersSchema, + executeArcsOperation, + parseArcsResponse, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { arcsRoutes } from '@/lib/internal/oracle-epm-account-reconciliation/routes' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationListUsersParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/lcm_list_users.html */ +export const executeOracleEpmAccountReconciliationListUsersOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationListUsersParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.list_users, + input, + signal, + context, + async (params, client, signal) => { + const result = parseArcsResponse( + arcsUsersSchema, + await client.request(arcsRoutes.users, { + json: filterUndefined({ + userlogin: params.userlogin, + userattribute: params.userattribute, + epmgroups: params.epmgroups, + idcsgroups: params.idcsgroups, + applicationroles: params.applicationroles, + granularroles: params.granularroles, + indirect: params.indirect, + }), + signal, + }) + ) + if (result.status !== 0) + return { + success: false, + error: 'Oracle EPM could not list users', + output: { status: result.status }, + } + return { success: true, output: { status: result.status, users: result.details ?? [] } } + } + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/monitor-reconciliations.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/monitor-reconciliations.ts new file mode 100644 index 00000000000..e72d6ab3252 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/monitor-reconciliations.ts @@ -0,0 +1,40 @@ +import { + arcsInputSchemas, + arcsStatusSchema, + executeArcsOperation, + parseArcsResponse, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { arcsRoutes } from '@/lib/internal/oracle-epm-account-reconciliation/routes' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationMonitorReconciliationsParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_monitor_reconciliations.html */ +export const executeOracleEpmAccountReconciliationMonitorReconciliationsOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationMonitorReconciliationsParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.monitor_reconciliations, + input, + signal, + context, + async (params, client, signal) => { + const result = parseArcsResponse( + arcsStatusSchema, + await client.request(arcsRoutes.complianceJobs, { + json: { + jobName: 'MONITOR_RECONCILIATIONS', + parameters: { periodName: params.periodName, filterName: params.filterName }, + }, + signal, + }) + ) + const output = { + status: result.status, + details: result.details ?? null, + allClosed: result.status === 0, + } + return result.status > 0 + ? { success: false, error: 'Oracle EPM could not monitor reconciliations', output } + : { success: true, output } + } + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/purge-archived-transactions.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/purge-archived-transactions.ts new file mode 100644 index 00000000000..efbccc523f4 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/purge-archived-transactions.ts @@ -0,0 +1,31 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationPurgeArchivedTransactionsParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_purge_archived_transactions.html */ +export const executeOracleEpmAccountReconciliationPurgeArchivedTransactionsOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationPurgeArchivedTransactionsParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.purge_archived_transactions, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'matching', + 'purgearchivetransactions', + filterUndefined({ + jobId: params.jobId, + logFileName: params.logFileName, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/purge-matched-transactions.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/purge-matched-transactions.ts new file mode 100644 index 00000000000..29465959789 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/purge-matched-transactions.ts @@ -0,0 +1,35 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationPurgeMatchedTransactionsParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_tm_purge_transactions.html */ +export const executeOracleEpmAccountReconciliationPurgeMatchedTransactionsOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationPurgeMatchedTransactionsParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.purge_matched_transactions, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'matching', + 'purgetransactions', + filterUndefined({ + matchTypeId: params.matchTypeId, + age: params.age, + filterOperator: params.filterOperator, + filterValue: params.filterValue, + logFileName: params.logFileName, + matchedStatus: 'matched', + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/remove-users-from-team.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/remove-users-from-team.ts new file mode 100644 index 00000000000..c8c04e85c10 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/remove-users-from-team.ts @@ -0,0 +1,31 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationRemoveUsersFromTeamParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/lcm_remove_user_from_team_arcs.html */ +export const executeOracleEpmAccountReconciliationRemoveUsersFromTeamOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationRemoveUsersFromTeamParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.remove_users_from_team, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'REMOVE_USERS_FROM_TEAM', + filterUndefined({ + fileName: params.fileName, + teamName: params.teamName, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/run-auto-alert.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/run-auto-alert.ts new file mode 100644 index 00000000000..482230f7b63 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/run-auto-alert.ts @@ -0,0 +1,30 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationRunAutoAlertParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_tm_autoalert.html */ +export const executeOracleEpmAccountReconciliationRunAutoAlertOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationRunAutoAlertParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.run_auto_alert, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'matching', + 'runautoalert', + filterUndefined({ + matchTypeId: params.matchTypeId, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/run-auto-match.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/run-auto-match.ts new file mode 100644 index 00000000000..19ca1461346 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/run-auto-match.ts @@ -0,0 +1,30 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationRunAutoMatchParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_tm_automatch.html */ +export const executeOracleEpmAccountReconciliationRunAutoMatchOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationRunAutoMatchParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.run_auto_match, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'matching', + 'runautomatch', + filterUndefined({ + matchTypeId: params.matchTypeId, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/run-profile-rules.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/run-profile-rules.ts new file mode 100644 index 00000000000..d1f6e0d1d1d --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/run-profile-rules.ts @@ -0,0 +1,31 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationRunProfileRulesParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_run_profile_rule.html */ +export const executeOracleEpmAccountReconciliationRunProfileRulesOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationRunProfileRulesParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.run_profile_rules, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'RUN_PROFILE_RULES', + filterUndefined({ + period: params.period, + filter: params.filter, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/run-reconciliation-rules.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/run-reconciliation-rules.ts new file mode 100644 index 00000000000..bd8f76bfcca --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/run-reconciliation-rules.ts @@ -0,0 +1,32 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationRunReconciliationRulesParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_run_recon_rule.html */ +export const executeOracleEpmAccountReconciliationRunReconciliationRulesOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationRunReconciliationRulesParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.run_reconciliation_rules, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'RUN_RECONCILIATION_RULES', + filterUndefined({ + period: params.period, + filter: params.filter, + ruleTypes: params.ruleTypes, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/set-period-status.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/set-period-status.ts new file mode 100644 index 00000000000..451a6d1c65c --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/set-period-status.ts @@ -0,0 +1,35 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationSetPeriodStatusParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_change_period_status.html */ +export const executeOracleEpmAccountReconciliationSetPeriodStatusOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationSetPeriodStatusParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.set_period_status, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'compliance', + 'SET_PERIOD_STATUS', + filterUndefined({ + period: params.period, + status: params.status, + }), + { + waitForCompletion: params.waitForCompletion, + maxWaitSeconds: params.maxWaitSeconds, + periodStatus: params.status, + }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/unmatch-auto-match-job.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/unmatch-auto-match-job.ts new file mode 100644 index 00000000000..c3db453f219 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/unmatch-auto-match-job.ts @@ -0,0 +1,31 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationUnmatchAutoMatchJobParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_unmatch_automatch_job.html */ +export const executeOracleEpmAccountReconciliationUnmatchAutoMatchJobOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationUnmatchAutoMatchJobParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.unmatch_auto_match_job, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'matching', + 'unmatchtransactionsbyautomatch', + filterUndefined({ + autoMatchJobId: params.autoMatchJobId, + createReverseAdjustment: params.createReverseAdjustment, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/unmatch-transactions.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/unmatch-transactions.ts new file mode 100644 index 00000000000..31cc2cd6589 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/unmatch-transactions.ts @@ -0,0 +1,32 @@ +import { filterUndefined } from '@sim/utils/object' +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { launchArcsJob } from '@/lib/internal/oracle-epm-account-reconciliation/jobs' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationUnmatchTransactionsParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/arcs_rest_unmatch_transactions.html */ +export const executeOracleEpmAccountReconciliationUnmatchTransactionsOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationUnmatchTransactionsParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.unmatch_transactions, + input, + signal, + context, + (params, client, signal) => + launchArcsJob( + client, + 'matching', + 'unmatchtransactions', + filterUndefined({ + matchTypeId: params.matchTypeId, + matchIds: params.matchIds, + forceReopen: params.forceReopen, + }), + { waitForCompletion: params.waitForCompletion, maxWaitSeconds: params.maxWaitSeconds }, + signal + ) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/upload-file.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/upload-file.ts new file mode 100644 index 00000000000..848895f327a --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/operations/upload-file.ts @@ -0,0 +1,19 @@ +import { + arcsInputSchemas, + executeArcsOperation, +} from '@/lib/internal/oracle-epm-account-reconciliation/contracts' +import { uploadArcsFile } from '@/lib/internal/oracle-epm-account-reconciliation/files' +import type { InternalToolOperationImplementation } from '@/lib/internal/tool-operations/types' +import type { OracleEpmAccountReconciliationUploadFileParams } from '@/tools/oracle_epm_account_reconciliation/types' + +/** Oracle contract: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/upload.html */ +export const executeOracleEpmAccountReconciliationUploadFileOperation: InternalToolOperationImplementation< + OracleEpmAccountReconciliationUploadFileParams +> = (input, signal, context) => + executeArcsOperation( + arcsInputSchemas.upload_file, + input, + signal, + context, + (params, client, signal, context) => uploadArcsFile(client, params, context, signal) + ) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/routes.test.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/routes.test.ts new file mode 100644 index 00000000000..c507c33c3b5 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/routes.test.ts @@ -0,0 +1,91 @@ +/** @vitest-environment node */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ fetch: vi.fn(), dns: vi.fn() })) +vi.mock('@/lib/core/security/input-validation.server', () => ({ + DEFAULT_MAX_RESPONSE_BYTES: 100 * 1024 * 1024, + secureFetchWithPinnedIP: mocks.fetch, + validateUrlWithDNS: mocks.dns, +})) + +import { createOracleEpmClient } from '@/lib/internal/oracle-epm/client.server' +import { + arcsArtifactPolicies, + arcsJobLinkPolicies, + arcsRoutes, +} from '@/lib/internal/oracle-epm-account-reconciliation/routes' + +const origin = 'https://epm.example.com/gateway' +const client = createOracleEpmClient({ instanceUrl: origin, accessToken: 'dTpw' }) + +describe('Account Reconciliation route and returned-link contracts', () => { + beforeEach(() => { + vi.clearAllMocks() + mocks.dns.mockResolvedValue({ isValid: true, resolvedIP: '203.0.113.1' }) + mocks.fetch.mockImplementation( + async () => new Response('{}', { headers: { 'content-type': 'application/json' } }) + ) + }) + it('encodes repository folders as one parameter while keeping ordinary IDs strict', async () => { + await client.request(arcsRoutes.downloadFile, { + pathParams: { fileName: 'inbox/report final.csv' }, + }) + expect(mocks.fetch.mock.calls[0][0]).toBe( + `${origin}/interop/rest/11.1.2.3.600/applicationsnapshots/inbox%2Freport%20final.csv/contents` + ) + await expect( + client.request(arcsRoutes.comments, { pathParams: { period: 'Jan/2026', accountId: 'A' } }) + ).rejects.toThrow() + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + it('accepts the documented multiword report relation with the gateway intact', async () => { + const link = client.validateReturnedLink(arcsJobLinkPolicies.report['Job Status'], { + rel: 'Job Status', + method: 'GET', + href: `${origin}/arm/rest/fcmapi/v1/rc/job/42`, + }) + await client.requestValidatedLink(link) + expect(mocks.fetch.mock.calls[0][0]).toBe(`${origin}/arm/rest/fcmapi/v1/rc/job/42`) + }) + it.each([ + { href: 'https://other.example.com/gateway/arm/rest/v1/jobs/42' }, + { href: 'https://epm.example.com/arm/rest/v1/jobs/42' }, + { href: `${origin}/armARCS/rest/v1/jobs/42` }, + { href: `${origin}/arm/rest/jobs/42` }, + { href: `${origin}/arm/rest//v1/jobs/42` }, + { href: `${origin}/arm/rest/v1/jobs/42?unexpected=true` }, + { href: `${origin}/arm/rest/v1/jobs/%ZZ` }, + { href: `${origin}/arm/rest/v1/jobs/%2F42` }, + { href: `${origin}/arm/rest/v1/jobs/42#fragment` }, + { method: 'POST' }, + { rel: 'Job Status' }, + ])('rejects an invalid matching link %j', (override) => { + expect(() => + client.validateReturnedLink(arcsJobLinkPolicies.matching.self, { + rel: 'self', + method: 'GET', + href: `${origin}/arm/rest/v1/jobs/42`, + ...override, + }) + ).toThrow() + expect(mocks.fetch).not.toHaveBeenCalled() + }) + it('accepts exact documented artifact routes without accepting arbitrary downloads', async () => { + const link = client.validateReturnedLink(arcsArtifactPolicies['file-content'], { + rel: 'file-content', + method: 'GET', + href: `${origin}/rest/applicationsnapshots/archive.zip/contents`, + }) + await client.requestValidatedLink(link) + expect(mocks.fetch.mock.calls[0][0]).toBe( + `${origin}/rest/applicationsnapshots/archive.zip/contents` + ) + expect(() => + client.validateReturnedLink(arcsArtifactPolicies['file-content'], { + rel: 'file-content', + method: 'GET', + href: `${origin}/admin/archive.zip`, + }) + ).toThrow() + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-account-reconciliation/routes.ts b/apps/sim/lib/internal/oracle-epm-account-reconciliation/routes.ts new file mode 100644 index 00000000000..8709297d985 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-account-reconciliation/routes.ts @@ -0,0 +1,235 @@ +import { + defineOracleEpmRouteSpace, + oracleEpmLiteral as literal, + oracleEpmQuery, + oracleEpmPathParameter as parameter, +} from '@/lib/internal/oracle-epm' + +export const ARCS_MAX_FILE_BYTES = 100 * 1024 * 1024 +export const ARCS_MAX_JSON_BYTES = 10 * 1024 * 1024 +const read = { + body: 'none', + response: 'json', + timeoutMs: 30_000, + maxResponseBytes: ARCS_MAX_JSON_BYTES, +} as const +const write = { + body: 'json', + response: 'json', + timeoutMs: 60_000, + maxRequestBytes: 1024 * 1024, + maxResponseBytes: ARCS_MAX_JSON_BYTES, +} as const +const download = { + ...read, + response: 'stream', + timeoutMs: 60_000, + maxResponseBytes: ARCS_MAX_FILE_BYTES, +} as const +const id = (name: string) => parameter(name, { maxBytes: 20, pattern: /^[0-9]{1,20}$/ }) +const name = (key: string) => parameter(key, { maxBytes: 255 }) +const repositoryFile = parameter('fileName', { maxBytes: 255, mode: 'repository-path' }) + +const compliance = defineOracleEpmRouteSpace({ + context: ['armARCS', 'rest'], + allowedVersions: ['v1'], +}) +const matching = defineOracleEpmRouteSpace({ context: ['arm', 'rest'], allowedVersions: ['v1'] }) +const periods = defineOracleEpmRouteSpace({ context: ['armARCS'], allowedVersions: ['rest'] }) +const fcm = defineOracleEpmRouteSpace({ + context: ['arm', 'rest', 'fcmapi'], + allowedVersions: ['v1'], +}) +const security = defineOracleEpmRouteSpace({ + context: ['interop', 'rest', 'security'], + allowedVersions: ['v1'], +}) +const interop = defineOracleEpmRouteSpace({ + context: ['interop', 'rest'], + allowedVersions: ['11.1.2.3.600', 'v3'], +}) +const matchingArtifacts = defineOracleEpmRouteSpace({ + context: ['rest'], + allowedVersions: ['applicationsnapshots'], +}) + +/** Product-owned routes from Oracle's Account Reconciliation and Interop REST contracts. */ +export const arcsRoutes = { + complianceJobs: compliance.defineEndpoint({ + ...write, + method: 'POST', + version: 'v1', + path: [literal('jobs')], + }), + matchingJobs: matching.defineEndpoint({ + ...write, + method: 'POST', + version: 'v1', + path: [literal('jobs')], + }), + complianceJob: compliance.defineEndpoint({ + ...read, + method: 'GET', + version: 'v1', + path: [literal('jobs'), id('jobId')], + }), + matchingJob: matching.defineEndpoint({ + ...read, + method: 'GET', + version: 'v1', + path: [literal('jobs'), id('jobId')], + }), + periods: periods.defineEndpoint({ + ...read, + method: 'GET', + version: 'rest', + path: [literal('periods')], + query: { + status: oracleEpmQuery.string({ + required: true, + maxBytes: 12, + pattern: /^(ALL|OPEN|CLOSED|LOCKED|PENDING|OPEN_PENDING)$/, + }), + }, + }), + comments: compliance.defineEndpoint({ + ...read, + method: 'GET', + version: 'v1', + path: [ + literal('period'), + name('period'), + literal('reconciliation'), + name('accountId'), + literal('comments'), + ], + }), + users: security.defineEndpoint({ + ...write, + method: 'POST', + version: 'v1', + path: [literal('users'), literal('list')], + }), + report: fcm.defineEndpoint({ + ...write, + method: 'POST', + version: 'v1', + path: [literal('rc'), literal('export'), literal('users')], + }), + reportJob: fcm.defineEndpoint({ + ...read, + method: 'GET', + version: 'v1', + path: [literal('rc'), literal('job'), id('jobId')], + }), + attachment: fcm.defineEndpoint({ + ...download, + method: 'GET', + version: 'v1', + path: [literal('rc'), literal('references'), id('referenceId'), literal('file')], + }), + listFiles: interop.defineEndpoint({ + ...read, + method: 'GET', + version: '11.1.2.3.600', + path: [literal('applicationsnapshots')], + }), + uploadFile: interop.defineEndpoint({ + ...write, + method: 'POST', + version: '11.1.2.3.600', + path: [literal('applicationsnapshots'), repositoryFile, literal('contents')], + body: 'stream', + maxRequestBytes: ARCS_MAX_FILE_BYTES, + query: { extDirPath: oracleEpmQuery.string({ maxBytes: 255 }) }, + }), + downloadFile: interop.defineEndpoint({ + ...download, + method: 'GET', + version: '11.1.2.3.600', + path: [literal('applicationsnapshots'), repositoryFile, literal('contents')], + }), + deleteFile: interop.defineEndpoint({ + ...write, + method: 'POST', + version: 'v3', + path: [literal('files'), literal('delete')], + }), +} + +export const arcsJobLinkPolicies = { + compliance: { + self: compliance.defineReturnedLinkPolicy({ + relation: 'self', + method: 'GET', + endpoint: arcsRoutes.complianceJob, + preserveGatewayBasePath: true, + }), + 'Job Status': compliance.defineReturnedLinkPolicy({ + relation: 'Job Status', + method: 'GET', + endpoint: arcsRoutes.complianceJob, + preserveGatewayBasePath: true, + }), + }, + matching: { + self: matching.defineReturnedLinkPolicy({ + relation: 'self', + method: 'GET', + endpoint: arcsRoutes.matchingJob, + preserveGatewayBasePath: true, + }), + 'Job Status': matching.defineReturnedLinkPolicy({ + relation: 'Job Status', + method: 'GET', + endpoint: arcsRoutes.matchingJob, + preserveGatewayBasePath: true, + }), + }, + report: { + self: fcm.defineReturnedLinkPolicy({ + relation: 'self', + method: 'GET', + endpoint: arcsRoutes.reportJob, + preserveGatewayBasePath: true, + }), + 'Job Status': fcm.defineReturnedLinkPolicy({ + relation: 'Job Status', + method: 'GET', + endpoint: arcsRoutes.reportJob, + preserveGatewayBasePath: true, + }), + }, +} + +/** Download links are capabilities, never caller-supplied destinations. */ +export const arcsArtifactPolicies = { + 'log-content': matchingArtifacts.defineReturnedLinkPolicy({ + ...download, + relation: 'log-content', + method: 'GET', + version: 'applicationsnapshots', + path: [repositoryFile, literal('contents')], + preserveGatewayBasePath: true, + }), + 'file-content': matchingArtifacts.defineReturnedLinkPolicy({ + ...download, + relation: 'file-content', + method: 'GET', + version: 'applicationsnapshots', + path: [repositoryFile, literal('contents')], + preserveGatewayBasePath: true, + }), + 'report-content': interop.defineReturnedLinkPolicy({ + relation: 'report-content', + method: 'GET', + endpoint: arcsRoutes.downloadFile, + preserveGatewayBasePath: true, + }), + attachment: fcm.defineReturnedLinkPolicy({ + relation: 'attachment', + method: 'GET', + endpoint: arcsRoutes.attachment, + preserveGatewayBasePath: true, + }), +} diff --git a/apps/sim/lib/internal/tool-operations/registry.server.ts b/apps/sim/lib/internal/tool-operations/registry.server.ts index 45bb6cb5cd4..2fb69e37055 100644 --- a/apps/sim/lib/internal/tool-operations/registry.server.ts +++ b/apps/sim/lib/internal/tool-operations/registry.server.ts @@ -783,6 +783,41 @@ const NETSUITE_TOOL_IDS = [ ] as const const OKTA_TOOL_IDS = ['okta_update_group'] as const +const ORACLE_EPM_ACCOUNT_RECONCILIATION_TOOL_IDS = [ + 'oracle_epm_account_reconciliation_add_users_to_team', + 'oracle_epm_account_reconciliation_archive_matched_transactions', + 'oracle_epm_account_reconciliation_create_reconciliations', + 'oracle_epm_account_reconciliation_delete_file', + 'oracle_epm_account_reconciliation_delete_profile', + 'oracle_epm_account_reconciliation_download_comment_attachment', + 'oracle_epm_account_reconciliation_download_file', + 'oracle_epm_account_reconciliation_export_user_details_report', + 'oracle_epm_account_reconciliation_get_compliance_job_status', + 'oracle_epm_account_reconciliation_get_matching_job_status', + 'oracle_epm_account_reconciliation_import_balances', + 'oracle_epm_account_reconciliation_import_compliance_transactions', + 'oracle_epm_account_reconciliation_import_matching_transactions', + 'oracle_epm_account_reconciliation_import_premapped_balances', + 'oracle_epm_account_reconciliation_import_profiles', + 'oracle_epm_account_reconciliation_import_rates', + 'oracle_epm_account_reconciliation_import_recon_attributes', + 'oracle_epm_account_reconciliation_list_files', + 'oracle_epm_account_reconciliation_list_periods', + 'oracle_epm_account_reconciliation_list_reconciliation_comments', + 'oracle_epm_account_reconciliation_list_users', + 'oracle_epm_account_reconciliation_monitor_reconciliations', + 'oracle_epm_account_reconciliation_purge_archived_transactions', + 'oracle_epm_account_reconciliation_purge_matched_transactions', + 'oracle_epm_account_reconciliation_remove_users_from_team', + 'oracle_epm_account_reconciliation_run_auto_alert', + 'oracle_epm_account_reconciliation_run_auto_match', + 'oracle_epm_account_reconciliation_run_profile_rules', + 'oracle_epm_account_reconciliation_run_reconciliation_rules', + 'oracle_epm_account_reconciliation_set_period_status', + 'oracle_epm_account_reconciliation_unmatch_auto_match_job', + 'oracle_epm_account_reconciliation_unmatch_transactions', + 'oracle_epm_account_reconciliation_upload_file', +] as const const SALESFORCE_TOOL_IDS = ['salesforce_update_custom_field'] as const const SLACK_TOOL_IDS = [ @@ -1431,6 +1466,10 @@ registerFamily(handlerLoaders, NETSUITE_TOOL_IDS, async () => { registerFamily(handlerLoaders, OKTA_TOOL_IDS, async () => { return (await import('@/lib/internal/okta/execute-tool')).executeOktaTool }) +registerFamily(handlerLoaders, ORACLE_EPM_ACCOUNT_RECONCILIATION_TOOL_IDS, async () => { + return (await import('@/lib/internal/oracle-epm-account-reconciliation/execute-tool')) + .executeOracleEpmAccountReconciliationTool +}) registerFamily(handlerLoaders, SALESFORCE_TOOL_IDS, async () => { return (await import('@/lib/internal/salesforce/execute-tool')).executeSalesforceTool }) diff --git a/apps/sim/lib/oauth/oauth.ts b/apps/sim/lib/oauth/oauth.ts index 692a59510fe..191e1d64e85 100644 --- a/apps/sim/lib/oauth/oauth.ts +++ b/apps/sim/lib/oauth/oauth.ts @@ -1028,6 +1028,23 @@ export const OAUTH_PROVIDERS: Record = { }, defaultService: 'netsuite', }, + 'oracle-epm': { + name: 'Oracle EPM', + icon: NetSuiteIcon, + services: { + 'oracle-epm-account-reconciliation': { + name: 'Oracle EPM Account Reconciliation', + description: 'Automate reconciliation, transaction matching, imports, and audit evidence.', + providerId: 'oracle-epm', + serviceAccountProviderId: 'oracle-epm-service-account', + icon: NetSuiteIcon, + baseProviderIcon: NetSuiteIcon, + scopes: [], + authType: 'service_account', + }, + }, + defaultService: 'oracle-epm-account-reconciliation', + }, reddit: { name: 'Reddit', icon: RedditIcon, diff --git a/apps/sim/lib/selectors/manifest.test.ts b/apps/sim/lib/selectors/manifest.test.ts index df9322d33e3..2432b13b651 100644 --- a/apps/sim/lib/selectors/manifest.test.ts +++ b/apps/sim/lib/selectors/manifest.test.ts @@ -9,8 +9,8 @@ describe('selector manifest', () => { const count = (classification: (typeof classifications)[number]) => classifications.filter((value) => value === classification).length - expect(Object.keys(selectorManifest)).toHaveLength(94) - expect(count('provider-server')).toBe(82) + expect(Object.keys(selectorManifest)).toHaveLength(96) + expect(count('provider-server')).toBe(84) expect(count('internal-server')).toBe(11) expect(count('local')).toBe(1) expect(classifications).not.toContain('provider-legacy') @@ -36,7 +36,7 @@ describe('selector manifest', () => { const rawConnectionKeys = providerKeys.filter( (key) => !serverSelectorRegistry[key as keyof typeof serverSelectorRegistry].credential ) - expect(providerKeys).toHaveLength(82) + expect(providerKeys).toHaveLength(84) expect(rawConnectionKeys.sort()).toEqual([ 'cloudwatch.logGroups', 'cloudwatch.logStreams', @@ -98,7 +98,7 @@ describe('selector manifest', () => { (attachment) => attachment.destination !== 'fixed' ) - expect(preparedDestinations).toHaveLength(13) + expect(preparedDestinations).toHaveLength(15) for (const attachment of preparedDestinations) { expect(attachment.destination).toEqual( expect.objectContaining({ diff --git a/apps/sim/lib/selectors/manifest.ts b/apps/sim/lib/selectors/manifest.ts index 172fcfa0ac5..94972639748 100644 --- a/apps/sim/lib/selectors/manifest.ts +++ b/apps/sim/lib/selectors/manifest.ts @@ -188,6 +188,16 @@ export const selectorManifest = { detail: true, unknownDetail: true, }), + 'oracleEpmAccountReconciliation.periods': providerSelector([], { + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleEpmAccountReconciliation.files': providerSelector([], { + search: true, + detail: true, + unknownDetail: true, + }), 'pipedrive.pipelines': providerSelector([], { detail: true }), 'sharepoint.lists': providerSelector(['siteId'], { readiness: { all: ['oauthCredential', 'siteId'] }, diff --git a/apps/sim/lib/selectors/server/providers/oracle-epm-account-reconciliation.test.ts b/apps/sim/lib/selectors/server/providers/oracle-epm-account-reconciliation.test.ts new file mode 100644 index 00000000000..bc25b2d8177 --- /dev/null +++ b/apps/sim/lib/selectors/server/providers/oracle-epm-account-reconciliation.test.ts @@ -0,0 +1,199 @@ +/** @vitest-environment node */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ + resolve: vi.fn(), + bundle: vi.fn(), + client: vi.fn(), + periods: vi.fn(), + files: vi.fn(), +})) +vi.mock('@/lib/oauth/credential-service', () => ({ resolveOAuthAccountId: mocks.resolve })) +vi.mock('@/lib/selectors/server/providers/credential-bundle', () => ({ + resolveSelectorCredentialBundle: mocks.bundle, +})) +vi.mock('@/lib/internal/oracle-epm', () => ({ + createOracleEpmClient: mocks.client, + normalizeOracleEpmDestination: (url: string) => url.replace(/\/$/, ''), +})) +vi.mock('@/lib/internal/oracle-epm-account-reconciliation/operations/list-periods', () => ({ + listArcsPeriods: mocks.periods, +})) +vi.mock('@/lib/internal/oracle-epm-account-reconciliation/operations/list-files', () => ({ + listArcsFiles: mocks.files, +})) + +import { MAX_SELECTOR_OPTIONS } from '@/lib/selectors/limits' +import { SelectorConnectionUnavailableError } from '@/lib/selectors/server/errors' +import { createSelectorProtectedValues } from '@/lib/selectors/server/protected-values' +import { oracleEpmAccountReconciliationSelectorAttachments as attachments } from '@/lib/selectors/server/providers/oracle-epm-account-reconciliation' +import type { ExecuteServerSelectorArgs } from '@/lib/selectors/server/types' + +const client = { request: vi.fn() } +function args(overrides: Partial = {}): ExecuteServerSelectorArgs { + return { + selectorKey: 'oracleEpmAccountReconciliation.periods', + context: {}, + request: { kind: 'list' }, + scope: { kind: 'workspace', workspaceId: 'w' }, + workspaceId: 'w', + principal: { kind: 'session', userId: 'u', sessionId: 's' }, + requesterUserId: 'u', + references: new Map(), + protectedValues: createSelectorProtectedValues(), + credential: { + suppliedId: 'c', + access: { ok: true, credentialType: 'service_account', resolvedCredentialId: 'resolved-c' }, + }, + ...overrides, + } +} +describe('Account Reconciliation selectors', () => { + beforeEach(() => { + vi.clearAllMocks() + mocks.resolve.mockResolvedValue({ + credentialType: 'service_account', + providerId: 'oracle-epm-service-account', + }) + mocks.bundle.mockResolvedValue({ + accessToken: 'server-token', + instanceUrl: 'https://epm.example.com/gateway/', + }) + mocks.client.mockReturnValue(client) + mocks.periods.mockResolvedValue({ + status: 0, + items: [{ Id: '12', Name: 'January 2026', Status: '52', providerSecret: 'not-projected' }], + }) + mocks.files.mockResolvedValue({ + status: 0, + items: [ + { + name: 'inbox/Quarter 1.csv', + type: 'EXTERNAL', + size: '12', + lastmodifiedtime: null, + href: 'not-projected', + }, + ], + }) + }) + it('constructs clients from the bound credential and ignores browser destinations', async () => { + const input = args({ + context: { instanceUrl: 'https://attacker.example', accessToken: 'browser-token' }, + }) + await attachments[input.selectorKey as keyof typeof attachments].execute(input) + expect(mocks.resolve).toHaveBeenCalledWith('resolved-c') + expect(mocks.bundle).toHaveBeenCalledWith({ + credential: input.credential, + protectedValues: input.protectedValues, + }) + expect(mocks.client).toHaveBeenCalledWith({ + instanceUrl: 'https://epm.example.com/gateway', + accessToken: 'server-token', + }) + }) + it.each([ + undefined, + { suppliedId: 'c' }, + { suppliedId: 'c', access: { ok: true, credentialType: 'oauth' as const } }, + ])('rejects missing or non-service-account binding', async (credential) => { + await expect( + attachments['oracleEpmAccountReconciliation.periods'].execute(args({ credential })) + ).rejects.toBeInstanceOf(SelectorConnectionUnavailableError) + expect(mocks.client).not.toHaveBeenCalled() + }) + it.each(['netsuite-service-account', 'snowflake-service-account'])( + 'rejects wrong provider %s', + async (providerId) => { + mocks.resolve.mockResolvedValue({ credentialType: 'service_account', providerId }) + await expect( + attachments['oracleEpmAccountReconciliation.periods'].execute(args()) + ).rejects.toBeInstanceOf(SelectorConnectionUnavailableError) + expect(mocks.bundle).not.toHaveBeenCalled() + } + ) + it('requires a credential-bound destination', async () => { + mocks.bundle.mockResolvedValue({ accessToken: 'server-token' }) + await expect( + attachments['oracleEpmAccountReconciliation.periods'].execute(args()) + ).rejects.toBeInstanceOf(SelectorConnectionUnavailableError) + }) + it('returns period names as values with only documented metadata', async () => { + const signal = new AbortController().signal + expect( + await attachments['oracleEpmAccountReconciliation.periods'].execute(args({ signal })) + ).toEqual({ + kind: 'list', + items: [ + { id: 'January 2026', label: 'January 2026', meta: { periodId: '12', status: '52' } }, + ], + }) + expect(mocks.periods).toHaveBeenCalledWith(client, 'ALL', signal) + }) + it('preserves exact repository filenames and projects scalar file metadata', async () => { + expect( + await attachments['oracleEpmAccountReconciliation.files'].execute( + args({ selectorKey: 'oracleEpmAccountReconciliation.files' }) + ) + ).toEqual({ + kind: 'list', + items: [ + { + id: 'inbox/Quarter 1.csv', + label: 'inbox/Quarter 1.csv', + meta: { type: 'EXTERNAL', size: '12', lastmodifiedtime: null }, + }, + ], + }) + }) + it('searches case-insensitively and resolves known and unknown details', async () => { + const attachment = attachments['oracleEpmAccountReconciliation.periods'] + expect( + await attachment.execute(args({ request: { kind: 'list', search: 'JANUARY' } })) + ).toMatchObject({ items: [{ id: 'January 2026' }] }) + expect( + await attachment.execute(args({ request: { kind: 'list', search: 'February' } })) + ).toEqual({ kind: 'list', items: [] }) + expect( + await attachment.execute(args({ request: { kind: 'detail', id: 'January 2026' } })) + ).toMatchObject({ kind: 'detail', item: { id: 'January 2026' } }) + expect(await attachment.execute(args({ request: { kind: 'detail', id: '12' } }))).toEqual({ + kind: 'detail', + item: null, + }) + }) + it('bounds lists without losing searchable and detail-addressable options beyond the cap', async () => { + const items = Array.from({ length: MAX_SELECTOR_OPTIONS + 1 }, (_, index) => ({ + Id: String(index), + Name: `Period ${index}`, + Status: '52', + })) + mocks.periods.mockResolvedValue({ status: 0, items }) + const attachment = attachments['oracleEpmAccountReconciliation.periods'] + const result = await attachment.execute(args()) + expect(result).toMatchObject({ + kind: 'list', + diagnostics: { truncated: { reason: 'provider-cap', limit: MAX_SELECTOR_OPTIONS } }, + }) + if (result.kind !== 'list') throw new Error('Expected list') + expect(result.items).toHaveLength(MAX_SELECTOR_OPTIONS) + const lastName = items.at(-1)?.Name ?? '' + expect( + await attachment.execute(args({ request: { kind: 'detail', id: lastName } })) + ).toMatchObject({ item: { id: lastName } }) + expect( + await attachment.execute(args({ request: { kind: 'list', search: lastName } })) + ).toMatchObject({ items: [{ id: lastName }] }) + }) + it('declares the API-key integration boundary and only its stored credential service', () => { + for (const attachment of Object.values(attachments)) { + expect(attachment.credential).toEqual({ + kind: 'stored', + field: 'oauthCredential', + serviceIds: ['oracle-epm-account-reconciliation'], + }) + expect(attachment.integrationBlockTypes).toEqual(['oracle_epm_account_reconciliation']) + expect(attachment.destination).toMatchObject({ kind: 'credential-bound' }) + } + }) +}) diff --git a/apps/sim/lib/selectors/server/providers/oracle-epm-account-reconciliation.ts b/apps/sim/lib/selectors/server/providers/oracle-epm-account-reconciliation.ts new file mode 100644 index 00000000000..8f86e39432b --- /dev/null +++ b/apps/sim/lib/selectors/server/providers/oracle-epm-account-reconciliation.ts @@ -0,0 +1,101 @@ +import { ORACLE_EPM_SERVICE_ACCOUNT_PROVIDER_ID } from '@/lib/credentials/client-credential-accounts/descriptors' +import { createOracleEpmClient, normalizeOracleEpmDestination } from '@/lib/internal/oracle-epm' +import { listArcsFiles } from '@/lib/internal/oracle-epm-account-reconciliation/operations/list-files' +import { listArcsPeriods } from '@/lib/internal/oracle-epm-account-reconciliation/operations/list-periods' +import { resolveOAuthAccountId } from '@/lib/oauth/credential-service' +import type { ServerSelectorKey } from '@/lib/selectors/manifest' +import { SelectorConnectionUnavailableError } from '@/lib/selectors/server/errors' +import { resolveSelectorCredentialBundle } from '@/lib/selectors/server/providers/credential-bundle' +import { flatSelectorResult } from '@/lib/selectors/server/providers/flat-results' +import { + definePreparedSelectorAttachment, + type ExecuteServerSelectorArgs, + type ServerSelectorAttachmentMap, +} from '@/lib/selectors/server/types' +import type { SafeSelectorOption } from '@/lib/selectors/types' + +type ArcsSelectorKey = Extract< + ServerSelectorKey, + 'oracleEpmAccountReconciliation.periods' | 'oracleEpmAccountReconciliation.files' +> + +/** The stored service account, not browser context, supplies the EPM destination. */ +async function prepareDestination(args: ExecuteServerSelectorArgs) { + const access = args.credential?.access + if ( + !args.credential || + access?.credentialType !== 'service_account' || + !access.resolvedCredentialId + ) { + throw new SelectorConnectionUnavailableError() + } + const resolved = await resolveOAuthAccountId(access.resolvedCredentialId) + if ( + resolved?.credentialType !== 'service_account' || + resolved.providerId !== ORACLE_EPM_SERVICE_ACCOUNT_PROVIDER_ID + ) { + throw new SelectorConnectionUnavailableError() + } + const token = await resolveSelectorCredentialBundle({ + credential: args.credential, + protectedValues: args.protectedValues, + }) + if (!token.instanceUrl) throw new SelectorConnectionUnavailableError() + try { + return createOracleEpmClient({ + accessToken: token.accessToken, + instanceUrl: normalizeOracleEpmDestination(token.instanceUrl), + }) + } catch { + throw new SelectorConnectionUnavailableError() + } +} + +async function executeSelector( + args: ExecuteServerSelectorArgs, + client: Awaited> +) { + let options: SafeSelectorOption[] + if (args.selectorKey === 'oracleEpmAccountReconciliation.periods') { + const result = await listArcsPeriods(client, 'ALL', args.signal) + options = result.items.map((period) => ({ + id: period.Name, + label: period.Name, + meta: { periodId: period.Id, status: period.Status }, + })) + } else { + const result = await listArcsFiles(client, args.signal) + options = result.items.map((file) => ({ + id: file.name, + label: file.name, + meta: { type: file.type, size: file.size, lastmodifiedtime: file.lastmodifiedtime }, + })) + } + if (args.request.kind === 'list' && args.request.search) { + const search = args.request.search.toLocaleLowerCase() + options = options.filter((option) => option.label.toLocaleLowerCase().includes(search)) + } + return flatSelectorResult(args.request, options, true) +} + +const credential = { + kind: 'stored', + field: 'oauthCredential', + serviceIds: ['oracle-epm-account-reconciliation'], +} as const +const integrationBlockTypes = ['oracle_epm_account_reconciliation'] as const + +export const oracleEpmAccountReconciliationSelectorAttachments = { + 'oracleEpmAccountReconciliation.periods': definePreparedSelectorAttachment({ + credential, + integrationBlockTypes, + destination: { kind: 'credential-bound', prepare: prepareDestination }, + execute: executeSelector, + }), + 'oracleEpmAccountReconciliation.files': definePreparedSelectorAttachment({ + credential, + integrationBlockTypes, + destination: { kind: 'credential-bound', prepare: prepareDestination }, + execute: executeSelector, + }), +} satisfies ServerSelectorAttachmentMap diff --git a/apps/sim/lib/selectors/server/registry.ts b/apps/sim/lib/selectors/server/registry.ts index ef9a815f1af..07e80f5c591 100644 --- a/apps/sim/lib/selectors/server/registry.ts +++ b/apps/sim/lib/selectors/server/registry.ts @@ -21,6 +21,7 @@ import { microsoftSelectorAttachments } from '@/lib/selectors/server/providers/m import { mondaySelectorAttachments } from '@/lib/selectors/server/providers/monday' import { netsuiteSelectorAttachments } from '@/lib/selectors/server/providers/netsuite' import { notionSelectorAttachments } from '@/lib/selectors/server/providers/notion' +import { oracleEpmAccountReconciliationSelectorAttachments } from '@/lib/selectors/server/providers/oracle-epm-account-reconciliation' import { pipedriveSelectorAttachments } from '@/lib/selectors/server/providers/pipedrive' import { sharepointSelectorAttachments } from '@/lib/selectors/server/providers/sharepoint' import { slackSelectorAttachments } from '@/lib/selectors/server/providers/slack' @@ -55,6 +56,7 @@ export const serverSelectorRegistry = { ...mondaySelectorAttachments, ...netsuiteSelectorAttachments, ...notionSelectorAttachments, + ...oracleEpmAccountReconciliationSelectorAttachments, ...pipedriveSelectorAttachments, ...sharepointSelectorAttachments, ...slackSelectorAttachments, diff --git a/apps/sim/tools/generated/tool-ids.ts b/apps/sim/tools/generated/tool-ids.ts index 6d97df92a01..be2c951ffbd 100644 --- a/apps/sim/tools/generated/tool-ids.ts +++ b/apps/sim/tools/generated/tool-ids.ts @@ -3,7 +3,7 @@ /** Every registered tool id, including versioned variants. */ const toolIds: string[] = JSON.parse( - '["a2a_cancel_task","a2a_get_agent_card","a2a_get_task","a2a_send_message","affinity_batch_update_entity_fields","affinity_batch_update_list_entry_fields","affinity_create_list","affinity_create_list_field_dropdown_option","affinity_create_merge","affinity_create_note","affinity_create_reminder","affinity_delete_list_field_dropdown_option","affinity_delete_note","affinity_get_company","affinity_get_current_user","affinity_get_entity_field_value","affinity_get_list","affinity_get_list_entry","affinity_get_list_entry_field","affinity_get_list_field_dropdown_option","affinity_get_merge","affinity_get_merge_task","affinity_get_note","affinity_get_opportunity","affinity_get_person","affinity_get_saved_view","affinity_get_transcript","affinity_get_user","affinity_list_calls","affinity_list_chat_messages","affinity_list_companies","affinity_list_coworker_connections","affinity_list_emails","affinity_list_entity_field_values","affinity_list_entity_list_entries","affinity_list_entity_lists","affinity_list_entity_notes","affinity_list_entity_relationships","affinity_list_field_dropdown_options","affinity_list_field_metadata","affinity_list_field_value_changes","affinity_list_investor_executive_connections","affinity_list_list_entries","affinity_list_list_entry_field_value_changes","affinity_list_list_entry_fields","affinity_list_list_field_dropdown_options","affinity_list_list_fields","affinity_list_lists","affinity_list_meetings","affinity_list_merge_tasks","affinity_list_merges","affinity_list_note_attached_companies","affinity_list_note_attached_opportunities","affinity_list_note_attached_persons","affinity_list_note_replies","affinity_list_notes","affinity_list_opportunities","affinity_list_persons","affinity_list_reminders","affinity_list_saved_view_entries","affinity_list_saved_views","affinity_list_transcript_fragments","affinity_list_transcripts","affinity_list_users","affinity_search_companies","affinity_search_files","affinity_search_list_entries","affinity_search_notes","affinity_search_persons","affinity_semantic_search","affinity_update_entity_field_value","affinity_update_list_entry_field","affinity_update_list_field_dropdown_option","affinity_update_note","agentmail_create_draft","agentmail_create_inbox","agentmail_delete_draft","agentmail_delete_inbox","agentmail_delete_thread","agentmail_forward_message","agentmail_get_draft","agentmail_get_inbox","agentmail_get_message","agentmail_get_thread","agentmail_list_drafts","agentmail_list_inboxes","agentmail_list_messages","agentmail_list_threads","agentmail_reply_message","agentmail_send_draft","agentmail_send_message","agentmail_update_draft","agentmail_update_inbox","agentmail_update_message","agentmail_update_thread","agentphone_create_call","agentphone_create_contact","agentphone_create_number","agentphone_delete_contact","agentphone_get_call","agentphone_get_call_transcript","agentphone_get_contact","agentphone_get_conversation","agentphone_get_conversation_messages","agentphone_get_number_messages","agentphone_get_usage","agentphone_get_usage_daily","agentphone_get_usage_monthly","agentphone_list_calls","agentphone_list_contacts","agentphone_list_conversations","agentphone_list_numbers","agentphone_react_to_message","agentphone_release_number","agentphone_send_message","agentphone_update_contact","agentphone_update_conversation","agiloft_async_status","agiloft_attach_file","agiloft_attachment_info","agiloft_create_record","agiloft_delete_record","agiloft_get_choice_line_id","agiloft_list_tables","agiloft_lock_record","agiloft_nlp_search","agiloft_read_record","agiloft_remove_attachment","agiloft_retrieve_attachment","agiloft_run_action_button","agiloft_saved_search","agiloft_search_records","agiloft_select_records","agiloft_update_record","agiloft_upsert_record","ahrefs_anchors","ahrefs_backlinks","ahrefs_backlinks_stats","ahrefs_batch_analysis","ahrefs_broken_backlinks","ahrefs_domain_rating","ahrefs_domain_rating_history","ahrefs_keyword_overview","ahrefs_keywords_history","ahrefs_metrics","ahrefs_metrics_history","ahrefs_organic_competitors","ahrefs_organic_keywords","ahrefs_paid_pages","ahrefs_rank_tracker_competitors_overview","ahrefs_rank_tracker_competitors_stats","ahrefs_rank_tracker_overview","ahrefs_rank_tracker_serp_overview","ahrefs_refdomains_history","ahrefs_referring_domains","ahrefs_related_terms","ahrefs_site_audit_page_explorer","ahrefs_top_pages","airtable_create_records","airtable_delete_records","airtable_get_base_schema","airtable_get_record","airtable_list_bases","airtable_list_records","airtable_list_tables","airtable_update_multiple_records","airtable_update_record","airtable_upsert_records","airweave_search","algolia_add_record","algolia_batch_operations","algolia_browse_records","algolia_clear_records","algolia_copy_move_index","algolia_delete_by_filter","algolia_delete_index","algolia_delete_record","algolia_get_record","algolia_get_records","algolia_get_settings","algolia_get_task_status","algolia_list_indices","algolia_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+ '["a2a_cancel_task","a2a_get_agent_card","a2a_get_task","a2a_send_message","affinity_batch_update_entity_fields","affinity_batch_update_list_entry_fields","affinity_create_list","affinity_create_list_field_dropdown_option","affinity_create_merge","affinity_create_note","affinity_create_reminder","affinity_delete_list_field_dropdown_option","affinity_delete_note","affinity_get_company","affinity_get_current_user","affinity_get_entity_field_value","affinity_get_list","affinity_get_list_entry","affinity_get_list_entry_field","affinity_get_list_field_dropdown_option","affinity_get_merge","affinity_get_merge_task","affinity_get_note","affinity_get_opportunity","affinity_get_person","affinity_get_saved_view","affinity_get_transcript","affinity_get_user","affinity_list_calls","affinity_list_chat_messages","affinity_list_companies","affinity_list_coworker_connections","affinity_list_emails","affinity_list_entity_field_values","affinity_list_entity_list_entries","affinity_list_entity_lists","affinity_list_entity_notes","affinity_list_entity_relationships","affinity_list_field_dropdown_options","affinity_list_field_metadata","affinity_list_field_value_changes","affinity_list_investor_executive_connections","affinity_list_list_entries","affinity_list_list_entry_field_value_changes","affinity_list_list_entry_fields","affinity_list_list_field_dropdown_options","affinity_list_list_fields","affinity_list_lists","affinity_list_meetings","affinity_list_merge_tasks","affinity_list_merges","affinity_list_note_attached_companies","affinity_list_note_attached_opportunities","affinity_list_note_attached_persons","affinity_list_note_replies","affinity_list_notes","affinity_list_opportunities","affinity_list_persons","affinity_list_reminders","affinity_list_saved_view_entries","affinity_list_saved_views","affinity_list_transcript_fragments","affinity_list_transcripts","affinity_list_users","affinity_search_companies","affinity_search_files","affinity_search_list_entries","affinity_search_notes","affinity_search_persons","affinity_semantic_search","affinity_update_entity_field_value","affinity_update_list_entry_field","affinity_update_list_field_dropdown_option","affinity_update_note","agentmail_create_draft","agentmail_create_inbox","agentmail_delete_draft","agentmail_delete_inbox","agentmail_delete_thread","agentmail_forward_message","agentmail_get_draft","agentmail_get_inbox","agentmail_get_message","agentmail_get_thread","agentmail_list_drafts","agentmail_list_inboxes","agentmail_list_messages","agentmail_list_threads","agentmail_reply_message","agentmail_send_draft","agentmail_send_message","agentmail_update_draft","agentmail_update_inbox","agentmail_update_message","agentmail_update_thread","agentphone_create_call","agentphone_create_contact","agentphone_create_number","agentphone_delete_contact","agentphone_get_call","agentphone_get_call_transcript","agentphone_get_contact","agentphone_get_conversation","agentphone_get_conversation_messages","agentphone_get_number_messages","agentphone_get_usage","agentphone_get_usage_daily","agentphone_get_usage_monthly","agentphone_list_calls","agentphone_list_contacts","agentphone_list_conversations","agentphone_list_numbers","agentphone_react_to_message","agentphone_release_number","agentphone_send_message","agentphone_update_contact","agentphone_update_conversation","agiloft_async_status","agiloft_attach_file","agiloft_attachment_info","agiloft_create_record","agiloft_delete_record","agiloft_get_choice_line_id","agiloft_list_tables","agiloft_lock_record","agiloft_nlp_search","agiloft_read_record","agiloft_remove_attachment","agiloft_retrieve_attachment","agiloft_run_action_button","agiloft_saved_search","agiloft_search_records","agiloft_select_records","agiloft_update_record","agiloft_upsert_record","ahrefs_anchors","ahrefs_backlinks","ahrefs_backlinks_stats","ahrefs_batch_analysis","ahrefs_broken_backlinks","ahrefs_domain_rating","ahrefs_domain_rating_history","ahrefs_keyword_overview","ahrefs_keywords_history","ahrefs_metrics","ahrefs_metrics_history","ahrefs_organic_competitors","ahrefs_organic_keywords","ahrefs_paid_pages","ahrefs_rank_tracker_competitors_overview","ahrefs_rank_tracker_competitors_stats","ahrefs_rank_tracker_overview","ahrefs_rank_tracker_serp_overview","ahrefs_refdomains_history","ahrefs_referring_domains","ahrefs_related_terms","ahrefs_site_audit_page_explorer","ahrefs_top_pages","airtable_create_records","airtable_delete_records","airtable_get_base_schema","airtable_get_record","airtable_list_bases","airtable_list_records","airtable_list_tables","airtable_update_multiple_records","airtable_update_record","airtable_upsert_records","airweave_search","algolia_add_record","algolia_batch_operations","algolia_browse_records","algolia_clear_records","algolia_copy_move_index","algolia_delete_by_filter","algolia_delete_index","algolia_delete_record","algolia_get_record","algolia_get_records","algolia_get_settings","algolia_get_task_status","algolia_list_indices","algolia_partial_update_record","algolia_search","algolia_update_settings","amplitude_event_segmentation","amplitude_funnels","amplitude_get_active_users","amplitude_get_revenue","amplitude_group_identify","amplitude_identify_user","amplitude_list_events","amplitude_realtime_active_users","amplitude_retention","amplitude_send_event","amplitude_user_activity","amplitude_user_profile","amplitude_user_search","apify_get_dataset_items","apify_get_run","apify_run_actor_async","apify_run_actor_sync","apify_run_task","apollo_account_bulk_create","apollo_account_bulk_update","apollo_account_create","apollo_account_search","apollo_account_update","apollo_contact_bulk_create","apollo_contact_bulk_update","apollo_contact_create","apollo_contact_search","apollo_contact_update","apollo_email_accounts","apollo_opportunity_create","apollo_opportunity_get","apollo_opportunity_search","apollo_opportunity_update","apollo_organization_bulk_enrich","apollo_organization_enrich","apollo_organization_search","apollo_people_bulk_enrich","apollo_people_enrich","apollo_people_search","apollo_sequence_add_contacts","apollo_sequence_search","apollo_task_create","apollo_task_search","appconfig_create_application","appconfig_create_configuration_profile","appconfig_create_environment","appconfig_create_hosted_configuration_version","appconfig_delete_application","appconfig_delete_configuration_profile","appconfig_delete_environment","appconfig_delete_hosted_configuration_version","appconfig_get_application","appconfig_get_configuration","appconfig_get_configuration_profile","appconfig_get_deployment","appconfig_get_environment","appconfig_get_hosted_configuration_version","appconfig_list_applications","appconfig_list_configuration_profiles","appconfig_list_deployment_strategies","appconfig_list_deployments","appconfig_list_environments","appconfig_list_hosted_configuration_versions","appconfig_start_deployment","appconfig_stop_deployment","appconfig_update_application","appconfig_update_configuration_profile","appconfig_update_environment","arxiv_get_author_papers","arxiv_get_paper","arxiv_search","asana_add_comment","asana_add_followers","asana_create_project","asana_create_section","asana_create_subtask","asana_create_task","asana_delete_task","asana_get_project","asana_get_projects","asana_get_task","asana_list_sections","asana_list_workspaces","asana_search_tasks","asana_update_task","ashby_add_candidate_tag","ashby_anonymize_candidate","ashby_change_application_source","ashby_change_application_stage","ashby_create_application","ashby_create_candidate","ashby_create_note","ashby_delete_application","ashby_get_application","ashby_get_candidate","ashby_get_job","ashby_get_job_posting","ashby_get_offer","ashby_get_opening","ashby_list_application_feedback","ashby_list_application_history","ashby_list_applications","ashby_list_archive_reasons","ashby_list_candidate_tags","ashby_list_candidates","ashby_list_custom_fields","ashby_list_departments","ashby_list_interview_plans","ashby_list_interview_stages","ashby_list_interviews","ashby_list_job_postings","ashby_list_jobs","ashby_list_locations","ashby_list_notes","ashby_list_offers","ashby_list_openings","ashby_list_sources","ashby_list_users","ashby_remove_candidate_tag","ashby_search_candidates","ashby_search_jobs","ashby_search_openings","ashby_search_users","ashby_set_custom_field_value","ashby_set_custom_field_values","ashby_transfer_application","ashby_update_candidate","ashby_upload_candidate_file","ashby_upload_resume","athena_batch_get_query_execution","athena_create_named_query","athena_delete_named_query","athena_get_named_query","athena_get_query_execution","athena_get_query_results","athena_list_databases","athena_list_named_queries","athena_list_query_executions","athena_list_table_metadata","athena_start_query","athena_stop_query","attio_assert_record","attio_create_attribute","attio_create_comment","attio_create_list","attio_create_list_entry","attio_create_note","attio_create_object","attio_create_record","attio_create_task","attio_create_webhook","attio_delete_comment","attio_delete_list_entry","attio_delete_note","attio_delete_record","attio_delete_task","attio_delete_webhook","attio_get_attribute","attio_get_comment","attio_get_list","attio_get_list_entry","attio_get_member","attio_get_note","attio_get_object","attio_get_record","attio_get_task","attio_get_thread","attio_get_webhook","attio_list_attributes","attio_list_lists","attio_list_members","attio_list_notes","attio_list_objects","attio_list_records","attio_list_tasks","attio_list_threads","attio_list_webhooks","attio_query_list_entries","attio_search_records","attio_update_attribute","attio_update_list","attio_update_list_entry","attio_update_object","attio_update_record","attio_update_task","attio_update_webhook","azure_data_explorer_create_table","azure_data_explorer_drop_table","azure_data_explorer_ingest_from_query","azure_data_explorer_ingest_inline","azure_data_explorer_list_databases","azure_data_explorer_list_functions","azure_data_explorer_list_tables","azure_data_explorer_management","azure_data_explorer_query","azure_data_explorer_show_database_schema","azure_data_explorer_show_ingestion_failures","azure_data_explorer_show_operations","azure_data_explorer_show_table_details","azure_data_explorer_show_table_schema","azure_devops_add_comment","azure_devops_create_work_item","azure_devops_get_build_log","azure_devops_get_build_timeline","azure_devops_get_comments","azure_devops_get_pipeline","azure_devops_get_pipeline_run","azure_devops_get_work_item","azure_devops_get_work_items_batch","azure_devops_get_work_items_between_builds","azure_devops_list_build_logs","azure_devops_list_builds","azure_devops_list_pipeline_runs","azure_devops_list_pipelines","azure_devops_query_work_items","azure_devops_update_work_item","bitbucket_approve_pull_request","bitbucket_create_branch","bitbucket_create_pull_request","bitbucket_create_pull_request_comment","bitbucket_decline_pull_request","bitbucket_delete_branch","bitbucket_get_commit","bitbucket_get_file","bitbucket_get_file_metadata","bitbucket_get_pipeline","bitbucket_get_pipeline_step_log","bitbucket_get_pull_request","bitbucket_get_pull_request_diff","bitbucket_get_pull_request_diffstat","bitbucket_get_pull_request_merge_task_status","bitbucket_get_repository","bitbucket_list_branches","bitbucket_list_commits","bitbucket_list_directory","bitbucket_list_pipeline_steps","bitbucket_list_pipelines","bitbucket_list_pull_request_comments","bitbucket_list_pull_request_commit_statuses","bitbucket_list_pull_requests","bitbucket_list_repositories","bitbucket_list_workspaces","bitbucket_merge_pull_request","bitbucket_request_pull_request_changes","bitbucket_stop_pipeline","bitbucket_trigger_pipeline","box_copy_file","box_create_folder","box_delete_file","box_delete_folder","box_download_file","box_get_file_info","box_list_folder_items","box_search","box_sign_cancel_request","box_sign_create_request","box_sign_get_request","box_sign_list_requests","box_sign_resend_request","box_update_file","box_upload_file","brandfetch_get_brand","brandfetch_search","brex_archive_budget","brex_create_budget","brex_create_spend_limit","brex_create_transfer","brex_create_vendor","brex_get_budget","brex_get_cash_account","brex_get_company","brex_get_current_user","brex_get_expense","brex_get_spend_limit","brex_get_transfer","brex_get_user","brex_get_vendor","brex_list_budgets","brex_list_card_accounts","brex_list_card_statements","brex_list_card_transactions","brex_list_cards","brex_list_cash_accounts","brex_list_cash_statements","brex_list_cash_transactions","brex_list_departments","brex_list_expenses","brex_list_locations","brex_list_spend_limits","brex_list_titles","brex_list_transfers","brex_list_users","brex_list_vendors","brex_match_receipt","brex_update_expense","brex_update_vendor","brex_upload_receipt","brightdata_cancel_snapshot","brightdata_discover","brightdata_download_snapshot","brightdata_scrape_dataset","brightdata_scrape_url","brightdata_serp_search","brightdata_snapshot_status","brightdata_sync_scrape","browser_use_run_task","buffer_create_idea","buffer_create_post","buffer_delete_post","buffer_edit_post","buffer_get_account","buffer_get_channels","buffer_get_idea_groups","buffer_get_ideas","buffer_get_post","buffer_get_posts","calcom_cancel_booking","calcom_confirm_booking","calcom_create_booking","calcom_create_event_type","calcom_create_schedule","calcom_decline_booking","calcom_delete_event_type","calcom_delete_schedule","calcom_get_booking","calcom_get_default_schedule","calcom_get_event_type","calcom_get_schedule","calcom_get_slots","calcom_list_bookings","calcom_list_event_types","calcom_list_schedules","calcom_reschedule_booking","calcom_update_event_type","calcom_update_schedule","calendly_cancel_event","calendly_create_event_invitee","calendly_create_invitee_no_show","calendly_create_scheduling_link","calendly_create_webhook","calendly_delete_invitee_no_show","calendly_delete_webhook","calendly_get_current_user","calendly_get_event_invitee","calendly_get_event_type","calendly_get_scheduled_event","calendly_get_user","calendly_list_event_invitees","calendly_list_event_type_available_times","calendly_list_event_types","calendly_list_organization_memberships","calendly_list_routing_form_submissions","calendly_list_routing_forms","calendly_list_scheduled_events","calendly_list_user_availability_schedules","calendly_list_user_busy_times","calendly_list_webhooks","cbinsights_chat","cbinsights_get_commercial_maturity_history","cbinsights_get_exit_probability_history","cbinsights_get_mosaic_history","cbinsights_get_org_business_relationships","cbinsights_get_org_funding_window","cbinsights_get_org_fundings","cbinsights_get_org_investments","cbinsights_get_org_management_and_board","cbinsights_get_org_outlook","cbinsights_get_org_portfolio_exits","cbinsights_get_org_revenue","cbinsights_get_scouting_report","cbinsights_get_strategy_map","cbinsights_list_business_relationships","cbinsi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ash_redis_lpush","upstash_redis_lrange","upstash_redis_set","upstash_redis_setnx","upstash_redis_ttl","uptimerobot_create_alert_contact","uptimerobot_create_maintenance_window","uptimerobot_create_monitor","uptimerobot_create_psp","uptimerobot_delete_alert_contact","uptimerobot_delete_maintenance_window","uptimerobot_delete_monitor","uptimerobot_delete_psp","uptimerobot_get_account","uptimerobot_get_alert_contact","uptimerobot_get_incident","uptimerobot_get_maintenance_window","uptimerobot_get_monitor","uptimerobot_get_psp","uptimerobot_list_alert_contacts","uptimerobot_list_incidents","uptimerobot_list_maintenance_windows","uptimerobot_list_monitors","uptimerobot_list_psps","uptimerobot_pause_monitor","uptimerobot_start_monitor","uptimerobot_update_maintenance_window","uptimerobot_update_monitor","uptimerobot_update_psp","vanta_download_document_file","vanta_get_control","vanta_get_document","vanta_get_framework","vanta_get_person","vanta_get_policy","vanta_get_risk_scenario","vanta_get_test","vanta_get_vendor","vanta_get_vulnerable_asset","vanta_list_control_documents","vanta_list_control_tests","vanta_list_controls","vanta_list_document_uploads","vanta_list_documents","vanta_list_framework_controls","vanta_list_frameworks","vanta_list_monitored_computers","vanta_list_people","vanta_list_policies","vanta_list_risk_scenarios","vanta_list_test_entities","vanta_list_tests","vanta_list_vendors","vanta_list_vulnerabilities","vanta_list_vulnerability_remediations","vanta_list_vulnerable_assets","vanta_submit_document","vanta_upload_document_file","vercel_add_domain","vercel_add_project_domain","vercel_cancel_deployment","vercel_create_alias","vercel_create_check","vercel_create_deployment","vercel_create_dns_record","vercel_create_edge_config","vercel_create_env_var","vercel_create_project","vercel_create_webhook","vercel_delete_alias","vercel_delete_deployment","vercel_delete_dns_record","vercel_delete_domain","vercel_delete_edge_config","vercel_delete_env_var","vercel_delete_project","vercel_delete_webhook","vercel_get_alias","vercel_get_check","vercel_get_deployment","vercel_get_deployment_events","vercel_get_domain","vercel_get_domain_config","vercel_get_edge_config","vercel_get_edge_config_items","vercel_get_env_vars","vercel_get_project","vercel_get_team","vercel_get_user","vercel_get_webhook","vercel_list_aliases","vercel_list_checks","vercel_list_deployment_files","vercel_list_deployments","vercel_list_dns_records","vercel_list_domains","vercel_list_edge_configs","vercel_list_project_domains","vercel_list_projects","vercel_list_team_members","vercel_list_teams","vercel_list_webhooks","vercel_pause_project","vercel_promote_deployment","vercel_remove_project_domain","vercel_rerequest_check","vercel_unpause_project","vercel_update_check","vercel_update_dns_record","vercel_update_edge_config_items","vercel_update_env_var","vercel_update_project","vercel_update_project_domain","vercel_verify_project_domain","video_falai","video_luma","video_minimax","video_runway","video_veo","vision_tool","vision_tool_v2","wealthbox_read_contact","wealthbox_read_note","wealthbox_read_task","wealthbox_write_contact","wealthbox_write_note","wealthbox_write_task","webflow_create_item","webflow_delete_item","webflow_get_item","webflow_list_items","webflow_update_item","webhook_request","whatsapp_get_media","whatsapp_mark_read","whatsapp_send_interactive","whatsapp_send_media","whatsapp_send_message","whatsapp_send_reaction","whatsapp_send_template","whatsapp_upload_media","wikipedia_content","wikipedia_random","wikipedia_search","wikipedia_summary","windchill_check_in_document","windchill_check_in_documents","windchill_check_out_document","windchill_check_out_documents","windchill_create_document","windchill_create_documents","windchill_delete_document","windchill_delete_documents","windchill_download_attachment","windchill_download_primary_content","windchill_get_document","windchill_get_document_structure","windchill_get_primary_content","windchill_get_valid_state_transitions","windchill_list_attachments","windchill_list_documents","windchill_revise_document","windchill_revise_documents","windchill_set_lifecycle_state","windchill_undo_check_out_document","windchill_undo_check_out_documents","windchill_update_common_properties","windchill_update_document","windchill_update_document_security_labels","windchill_update_documents","windchill_upload_attachments","windchill_upload_primary_content","wiza_company_enrichment","wiza_get_credits","wiza_individual_reveal","wiza_prospect_search","wordpress_create_category","wordpress_create_comment","wordpress_create_page","wordpress_create_post","wordpress_create_tag","wordpress_delete_category","wordpress_delete_comment","wordpress_delete_media","wordpress_delete_page","wordpress_delete_post","wordpress_delete_tag","wordpress_get_category","wordpress_get_current_user","wordpress_get_media","wordpress_get_page","wordpress_get_post","wordpress_get_tag","wordpress_get_user","wordpress_list_categories","wordpress_list_comments","wordpress_list_media","wordpress_list_pages","wordpress_list_posts","wordpress_list_tags","wordpress_list_users","wordpress_search_content","wordpress_update_category","wordpress_update_comment","wordpress_update_page","wordpress_update_post","wordpress_update_tag","wordpress_upload_media","workday_assign_onboarding","workday_change_job","workday_create_prehire","workday_get_compensation","workday_get_organizations","workday_get_worker","workday_hire_employee","workday_list_workers","workday_terminate_worker","workday_update_worker","workflow_executor","x_create_bookmark","x_create_tweet","x_delete_bookmark","x_delete_tweet","x_get_blocking","x_get_bookmarks","x_get_followers","x_get_following","x_get_liked_tweets","x_get_liking_users","x_get_me","x_get_personalized_trends","x_get_quote_tweets","x_get_retweeted_by","x_get_trends_by_woeid","x_get_tweets_by_ids","x_get_usage","x_get_user_mentions","x_get_user_timeline","x_get_user_tweets","x_hide_reply","x_manage_block","x_manage_follow","x_manage_like","x_manage_mute","x_manage_retweet","x_read","x_search","x_search_tweets","x_search_users","x_user","x_write","youtube_channel_info","youtube_channel_playlists","youtube_channel_videos","youtube_comments","youtube_playlist_items","youtube_search","youtube_trending","youtube_video_categories","youtube_video_details","zendesk_autocomplete_organizations","zendesk_create_organization","zendesk_create_organizations_bulk","zendesk_create_ticket","zendesk_create_tickets_bulk","zendesk_create_user","zendesk_create_users_bulk","zendesk_delete_organization","zendesk_delete_ticket","zendesk_delete_user","zendesk_get_current_user","zendesk_get_organization","zendesk_get_organizations","zendesk_get_ticket","zendesk_get_tickets","zendesk_get_user","zendesk_get_users","zendesk_merge_tickets","zendesk_search","zendesk_search_count","zendesk_search_users","zendesk_update_organization","zendesk_update_ticket","zendesk_update_tickets_bulk","zendesk_update_user","zendesk_update_users_bulk","zep_add_messages","zep_add_user","zep_create_thread","zep_delete_thread","zep_get_context","zep_get_messages","zep_get_threads","zep_get_user","zep_get_user_threads","zerobounce_get_credits","zerobounce_verify_email","zoho_desk_add_comment","zoho_desk_get_attachment","zoho_desk_get_contact","zoho_desk_get_thread","zoho_desk_get_ticket","zoho_desk_list_comments","zoho_desk_list_organizations","zoho_desk_list_threads","zoho_desk_list_tickets","zoho_desk_update_ticket","zoom_create_meeting","zoom_delete_meeting","zoom_delete_recording","zoom_get_meeting","zoom_get_meeting_invitation","zoom_get_meeting_recordings","zoom_list_meetings","zoom_list_past_participants","zoom_list_recordings","zoom_update_meeting","zoominfo_enrich_companies","zoominfo_enrich_contacts","zoominfo_search_companies","zoominfo_search_contacts","zoominfo_search_intent","zoominfo_search_news"]' ) export default toolIds diff --git a/apps/sim/tools/generated/tool-metadata.ts b/apps/sim/tools/generated/tool-metadata.ts index a6952f954fe..76d0a972b1d 100644 --- a/apps/sim/tools/generated/tool-metadata.ts +++ b/apps/sim/tools/generated/tool-metadata.ts @@ -3,7 +3,7 @@ /** Serializable metadata for every built-in tool, keyed by tool id. */ const toolMetadata: Record = JSON.parse( - '{"a2a_cancel_task":{"id":"a2a_cancel_task","name":"A2A Cancel Task","description":"Request cancellation of an in-progress A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to cancel"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_get_agent_card":{"id":"a2a_get_agent_card","name":"A2A Get Agent Card","description":"Fetch the Agent Card (discovery document) for an external A2A agent.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_get_task":{"id":"a2a_get_task","name":"A2A Get Task","description":"Retrieve the current state and result of an A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to retrieve"},"historyLength":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of history messages to include"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_send_message":{"id":"a2a_send_message","name":"A2A Send Message","description":"Send a message to an external A2A agent and return its response.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"message":{"type":"string","required":true,"visibility":"user-or-llm","description":"The message text to send"},"data":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional structured JSON data to attach"},"files":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional files to attach"},"taskId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Existing task ID to continue"},"contextId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Conversation context ID to continue"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"affinity_batch_update_entity_fields":{"id":"affinity_batch_update_entity_fields","name":"Affinity Batch Update Entity Fields","description":"Write up to 100 non-list field values on one company or person in a single request.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to write the fields on: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"updates":{"type":"json","required":true,"visibility":"user-or-llm","description":"Up to 100 field updates as [{\\"id\\":\\"\\",\\"value\\":{\\"type\\":\\"…\\",\\"data\\":…}}], using the same value shapes as a single field update"}},"hostedApiKey":"none"},"affinity_batch_update_list_entry_fields":{"id":"affinity_batch_update_list_entry_fields","name":"Affinity Batch Update List Entry Fields","description":"Write up to 100 field values on one list row in a single request. Requires the \\"Export data from Lists\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"updates":{"type":"json","required":true,"visibility":"user-or-llm","description":"Up to 100 field updates as [{\\"id\\":\\"\\",\\"value\\":{\\"type\\":\\"…\\",\\"data\\":…}}], using the same value shapes as a single field update"}},"hostedApiKey":"none"},"affinity_create_list":{"id":"affinity_create_list","name":"Affinity Create List","description":"Create a list. Its type fixes which entities it can hold, and the API key holder becomes its creator and owner.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"name":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the new list"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Entity kind the list holds: company, opportunity, or person"},"isPublic":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Whether everyone in the organization can see the list"}},"hostedApiKey":"none"},"affinity_create_list_field_dropdown_option":{"id":"affinity_create_list_field_dropdown_option","name":"Affinity Create List Field Dropdown Option","description":"Add a selectable option to a dropdown field on a list. A ranked or status option also needs a rank and a color.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Kind of option to create, matching the field. dropdown takes only a label; ranked-dropdown also requires rank and color; status-dropdown additionally requires a status category. Sending a field the kind does not accept is rejected"},"text":{"type":"string","required":true,"visibility":"user-or-llm","description":"The option label"},"rank":{"type":"number","required":false,"visibility":"user-or-llm","description":"Sort order. Required on a ranked-dropdown or status-dropdown option"},"color":{"type":"string","required":false,"visibility":"user-or-llm","description":"Option color: white, gray, blue, green, purple, orange, or red. Required on a ranked-dropdown or status-dropdown option"},"statusCategory":{"type":"string","required":false,"visibility":"user-or-llm","description":"Pipeline meaning of the option: open, won, lost, or on-hold. Status-dropdown options only"},"winRate":{"type":"number","required":false,"visibility":"user-or-llm","description":"Expected win rate of the status. Status-dropdown options only"}},"hostedApiKey":"none"},"affinity_create_merge":{"id":"affinity_create_merge","name":"Affinity Create Merge","description":"Fold a duplicate company or person into the record you are keeping. The merge runs asynchronously — poll the returned task to see it finish. Requires the \\"Manage duplicates\\" permission and an admin role.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"What to merge: companies or persons"},"primaryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to keep"},"duplicateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the duplicate record to fold in"}},"hostedApiKey":"none"},"affinity_create_note":{"id":"affinity_create_note","name":"Affinity Create Note","description":"Write a note — attached to companies, persons, and opportunities, anchored to a meeting, call, or chat message, or posted as a reply to an existing note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Note shape: entities to attach it to records, interaction to anchor it to a meeting, call, or chat message, or user-reply to reply to a note"},"html":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note body as HTML"},"companyIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Companies to attach the note to, e.g. [1, 2]. Not used on a reply"},"personIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Persons to attach the note to, e.g. [1, 2]. Not used on a reply"},"opportunityIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Opportunities to attach the note to, e.g. [1, 2]. Not used on a reply"},"interactionId":{"type":"string","required":false,"visibility":"user-or-llm","description":"The interaction to anchor the note to. Required for an interaction note"},"interactionType":{"type":"string","required":false,"visibility":"user-or-llm","description":"Kind of the anchoring interaction: meeting, call, or chat-message. Required for an interaction note"},"parentId":{"type":"string","required":false,"visibility":"user-or-llm","description":"The note being replied to. Required for a user-reply note"},"creatorId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Attribute the note to another internal person. Defaults to the API key holder"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"Backdate the note to this ISO 8601 timestamp"}},"hostedApiKey":"none"},"affinity_create_reminder":{"id":"affinity_create_reminder","name":"Affinity Create Reminder","description":"Create a reminder on one company, person, or opportunity. A recurring reminder resets whenever the chosen signal happens instead of firing once.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"one-time to fire once, or recurring to reset on a signal"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"What the reminder is about: company, person, or opportunity"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company, person, or opportunity"},"dueDate":{"type":"string","required":false,"visibility":"user-or-llm","description":"When the reminder is due, as an ISO 8601 timestamp. Required for a one-time reminder; on a recurring one Affinity computes it from the period when omitted"},"content":{"type":"string","required":false,"visibility":"user-or-llm","description":"What the reminder says"},"ownerId":{"type":"string","required":true,"visibility":"user-or-llm","description":"User the reminder is assigned to. Must be an internal user. The API key holder is recorded as the creator, which is a separate field"},"resetTrigger":{"type":"string","required":false,"visibility":"user-or-llm","description":"What restarts a recurring reminder: interaction, email, or event. Required when the type is recurring"},"periodDays":{"type":"number","required":false,"visibility":"user-or-llm","description":"Days between firings of a recurring reminder. Required when the type is recurring"}},"hostedApiKey":"none"},"affinity_delete_list_field_dropdown_option":{"id":"affinity_delete_list_field_dropdown_option","name":"Affinity Delete List Field Dropdown Option","description":"Permanently delete a dropdown option on a list field. Every list entry currently set to it is cleared, and those values cannot be recovered.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"dropdownOptionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown option ID to delete"}},"hostedApiKey":"none"},"affinity_delete_note":{"id":"affinity_delete_note","name":"Affinity Delete Note","description":"Delete a note you created. Deleting a root note also deletes its replies; deleting a reply removes only that reply.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID to delete"}},"hostedApiKey":"none"},"affinity_get_company":{"id":"affinity_get_company","name":"Affinity Get Company","description":"Look up one company by ID. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"companyId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The company ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_current_user":{"id":"affinity_get_current_user","name":"Affinity Get Current User","description":"Verify an Affinity API key and return the tenant, the user behind the key, and the scopes the grant carries.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"}},"hostedApiKey":"none"},"affinity_get_entity_field_value":{"id":"affinity_get_entity_field_value","name":"Affinity Get Entity Field Value","description":"Read one non-list field value from a company or person.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to read the field from: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The field ID to read"}},"hostedApiKey":"none"},"affinity_get_list":{"id":"affinity_get_list","name":"Affinity Get List","description":"Read one list — its name, type, owner, and privacy setting.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"}},"hostedApiKey":"none"},"affinity_get_list_entry":{"id":"affinity_get_list_entry","name":"Affinity Get List Entry","description":"Read one row of a list with its entity. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_list_entry_field":{"id":"affinity_get_list_entry_field","name":"Affinity Get List Entry Field","description":"Read one field value on a list row.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The field ID to read"}},"hostedApiKey":"none"},"affinity_get_list_field_dropdown_option":{"id":"affinity_get_list_field_dropdown_option","name":"Affinity Get List Field Dropdown Option","description":"Read one dropdown option on a list field.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"dropdownOptionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown option ID"}},"hostedApiKey":"none"},"affinity_get_merge":{"id":"affinity_get_merge","name":"Affinity Get Merge","description":"Read the status of one company or person merge, including why it failed if it did.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge to read: companies or persons"},"mergeId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The merge ID"}},"hostedApiKey":"none"},"affinity_get_merge_task":{"id":"affinity_get_merge_task","name":"Affinity Get Merge Task","description":"Read one merge task and how its merges are progressing. Poll this after starting a merge.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge task to read: companies or persons"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The merge task ID"}},"hostedApiKey":"none"},"affinity_get_note":{"id":"affinity_get_note","name":"Affinity Get Note","description":"Read one note with its body, author, mentions, and attached records.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return, e.g. [\\"repliesCount\\",\\"personsPreview\\",\\"companiesPreview\\",\\"opportunitiesPreview\\"]. Those four fields are omitted unless requested here"}},"hostedApiKey":"none"},"affinity_get_opportunity":{"id":"affinity_get_opportunity","name":"Affinity Get Opportunity","description":"Read one opportunity and the list it belongs to. Its field data lives on the list entry.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"opportunityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The opportunity ID"}},"hostedApiKey":"none"},"affinity_get_person":{"id":"affinity_get_person","name":"Affinity Get Person","description":"Look up one person by ID. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"personId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The person ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_saved_view":{"id":"affinity_get_saved_view","name":"Affinity Get Saved View","description":"Read one saved view — its name, kind, and creation date.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"viewId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The saved view ID"}},"hostedApiKey":"none"},"affinity_get_transcript":{"id":"affinity_get_transcript","name":"Affinity Get Transcript","description":"Read one transcript with its first 100 fragments. Page the fragments endpoint for a longer meeting.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"transcriptId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The transcript ID"}},"hostedApiKey":"none"},"affinity_get_user":{"id":"affinity_get_user","name":"Affinity Get User","description":"Read one internal user. A user and their person record share the same numeric ID, so a person ID works here.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"userId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The user ID, which is also their person ID"}},"hostedApiKey":"none"},"affinity_list_calls":{"id":"affinity_list_calls","name":"Affinity List Calls","description":"Page through logged calls and their participants. Only calls the API key holder can see are returned.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_chat_messages":{"id":"affinity_list_chat_messages","name":"Affinity List Chat Messages","description":"Page through logged chat messages and their participants. Only messages the API key holder can see are returned.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_companies":{"id":"affinity_list_companies","name":"Affinity List Companies","description":"Page through companies. Companies come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these company IDs, e.g. [1, 2, 3]"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_coworker_connections":{"id":"affinity_list_coworker_connections","name":"Affinity List Coworker Connections","description":"Find warm paths into a company through shared work history: who in your Affinity data once worked alongside the people you want to reach. Grouped by target, strongest first.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":true,"visibility":"user-or-llm","description":"Required scope. The only supported filter is target.currentCompany.id, e.g. \\"target.currentCompany.id=123\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of targets to return per page, 1-50. Defaults to 20"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_emails":{"id":"affinity_list_emails","name":"Affinity List Emails","description":"Page through email metadata — subject, participants, and timestamps. Affinity never exposes email bodies through the API.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_field_values":{"id":"affinity_list_entity_field_values","name":"Affinity List Entity Field Values","description":"Page through a company\'s or person\'s non-list field values. List fields are not returned here — read those through the list entry.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to read field values from: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field IDs. Mutually exclusive with Field Types"},"types":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field categories: enriched, global, relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_list_entity_list_entries":{"id":"affinity_list_entity_list_entries","name":"Affinity List Entity List Entries","description":"Page through a company\'s or person\'s rows across every list, each carrying that list\'s field values and when the entity was added.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up the rows of: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_lists":{"id":"affinity_list_entity_lists","name":"Affinity List Entity Lists","description":"List every list a company or person appears on that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up the lists of: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_notes":{"id":"affinity_list_entity_notes","name":"Affinity List Entity Notes","description":"List the notes relevant to one company, person, or opportunity — directly attached notes plus notes reaching it through its people and meetings.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity the notes hang off: companies, persons, or opportunities"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company, person, or opportunity"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_entity_relationships":{"id":"affinity_list_entity_relationships","name":"Affinity List Entity Relationships","description":"List who knows a company or person, scored 0.0 to 1.0 by how much the two actually interact. Strongest first by default.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up relationships for: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on interactionScore only, e.g. \\"interactionScore>=0.5\\""},"orderBy":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order: [\\"interactionScore\\"] for weakest first, [\\"-interactionScore\\"] for strongest first (the default)"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_field_dropdown_options":{"id":"affinity_list_field_dropdown_options","name":"Affinity List Field Dropdown Options","description":"List the selectable options on a dropdown or ranked-dropdown company or person field. Writing such a field needs the option ID, not its text.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which field family the field belongs to: companies or persons"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown or ranked-dropdown field ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_field_metadata":{"id":"affinity_list_field_metadata","name":"Affinity List Field Metadata","description":"List the non-list company or person fields, with the value type, filter operators, and sort support of each. Start here to find the Field IDs the read and write tools take.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which fields to describe: companies or persons"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return: [\\"filterability\\",\\"sortability\\"]. Both are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on name only, e.g. \\"name=~Status\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_field_value_changes":{"id":"affinity_list_field_value_changes","name":"Affinity List Field Value Changes","description":"Page through field value changes across the whole workspace. Built for delta sync: follow nextCursor to the end of a run, then resume from the last cursor next time.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over field.id, listEntry.id, changer.id, changedAt, or actionType. Resume a sync with e.g. \\"changedAt>2026-06-01T12:00:00Z\\""},"orderBy":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order: [\\"changedAt\\"] for oldest first (the default), [\\"-changedAt\\"] for newest first"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_investor_executive_connections":{"id":"affinity_list_investor_executive_connections","name":"Affinity List Investor Executive Connections","description":"Find warm paths into a company through investment history: which investors in your Affinity data backed a company the people you want to reach once led. Grouped by target, strongest first.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":true,"visibility":"user-or-llm","description":"Required scope. The only supported filter is target.currentCompany.id, e.g. \\"target.currentCompany.id=123\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of targets to return per page, 1-50. Defaults to 20"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_list_entries":{"id":"affinity_list_list_entries","name":"Affinity List List Entries","description":"Page through the rows of a list. Rows come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_entry_field_value_changes":{"id":"affinity_list_list_entry_field_value_changes","name":"Affinity List List Entry Field Value Changes","description":"Page through the history of one list row — who changed which field, when, and to what.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over field.id, changer.id, changedAt, or actionType, e.g. \\"field.id=field-1234\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_entry_fields":{"id":"affinity_list_list_entry_fields","name":"Affinity List List Entry Fields","description":"Page through every field value on one list row, including the list-specific columns. All fields are returned unless narrowed.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field IDs. Mutually exclusive with Field Types"},"types":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field categories: enriched, global, list, relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_list_list_field_dropdown_options":{"id":"affinity_list_list_field_dropdown_options","name":"Affinity List List Field Dropdown Options","description":"List the selectable options on a dropdown, ranked-dropdown, or status-dropdown field of a list.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_fields":{"id":"affinity_list_list_fields","name":"Affinity List List Fields","description":"List the fields available on one list, including its list-specific columns. Use these Field IDs when reading or writing list entries.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return: [\\"filterability\\",\\"sortability\\"]. Both are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on name only, e.g. \\"name=~Stage\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_lists":{"id":"affinity_list_lists","name":"Affinity List Lists","description":"Page through the lists in the organization that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"term":{"type":"string","required":false,"visibility":"user-or-llm","description":"Case-insensitive substring match on the list name"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_meetings":{"id":"affinity_list_meetings","name":"Affinity List Meetings","description":"Page through past and upcoming meetings with their organizer and attendees.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_merge_tasks":{"id":"affinity_list_merge_tasks","name":"Affinity List Merge Tasks","description":"Page through merge tasks, each summarizing how many of its merges are in progress, succeeded, or failed.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge tasks to list: companies or persons"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on status only, e.g. \\"status=in-progress\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_merges":{"id":"affinity_list_merges","name":"Affinity List Merges","description":"Page through the company or person merges the organization has run, with the status and the records involved in each.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merges to list: companies or persons"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over status or taskId, e.g. \\"status=failed\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_note_attached_companies":{"id":"affinity_list_note_attached_companies","name":"Affinity List Note Attached Companies","description":"List the companies directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_attached_opportunities":{"id":"affinity_list_note_attached_opportunities","name":"Affinity List Note Attached Opportunities","description":"List the opportunities directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_attached_persons":{"id":"affinity_list_note_attached_persons","name":"Affinity List Note Attached Persons","description":"List the persons directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_replies":{"id":"affinity_list_note_replies","name":"Affinity List Note Replies","description":"Page through the replies on one note, including AI Notetaker replies.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID whose replies to read"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_notes":{"id":"affinity_list_notes","name":"Affinity List Notes","description":"Page through every note the caller can see. Replies are excluded.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return, e.g. [\\"repliesCount\\",\\"personsPreview\\",\\"companiesPreview\\",\\"opportunitiesPreview\\"]. Those four fields are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_opportunities":{"id":"affinity_list_opportunities","name":"Affinity List Opportunities","description":"Page through opportunities. Field data lives on the list entry, not here — read it through the list or saved view the opportunity belongs to.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these opportunity IDs, e.g. [1, 2, 3]"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_persons":{"id":"affinity_list_persons","name":"Affinity List Persons","description":"Page through persons. Persons come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these person IDs, e.g. [1, 2, 3]"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_reminders":{"id":"affinity_list_reminders","name":"Affinity List Reminders","description":"Page through the reminders the caller can see. Filter by status to surface what is overdue.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_saved_view_entries":{"id":"affinity_list_saved_view_entries","name":"Affinity List Saved View Entries","description":"Page through the rows of a saved view. The view\'s own filters and columns decide which rows and which field data come back.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"viewId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The saved view ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_saved_views":{"id":"affinity_list_saved_views","name":"Affinity List Saved Views","description":"List the saved views on a list that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_transcript_fragments":{"id":"affinity_list_transcript_fragments","name":"Affinity List Transcript Fragments","description":"Page through everything said in a meeting, segment by segment with the speaker.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"transcriptId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The transcript ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_transcripts":{"id":"affinity_list_transcripts","name":"Affinity List Transcripts","description":"Page through meeting transcript metadata. Read one transcript to get what was actually said.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_users":{"id":"affinity_list_users","name":"Affinity List Users","description":"Page through the internal users in the organization. Email addresses and roles are returned only to callers with the \\"Manage Users\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"term":{"type":"string","required":false,"visibility":"user-or-llm","description":"Case-insensitive match across first name, last name, and primary email"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over id or status, e.g. \\"status=active\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_search_companies":{"id":"affinity_search_companies","name":"Affinity Search Companies","description":"Search companies by filters, sorts, and a free-text term. Requires the \\"Export All Organizations directory\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filters":{"type":"json","required":false,"visibility":"user-or-llm","description":"Filter group as {operator: \\"and\\"|\\"or\\", filters: [...]}, at most 50 leaves. Each leaf is {valueType, fieldId, operator, value}, and a leaf may itself be a nested group"},"searchTerm":{"type":"string","required":false,"visibility":"user-or-llm","description":"Free-text term matched against the searchable fields. At least 3 characters"},"searchFieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs the search term is matched against. Defaults to the searchable fields"},"sorts":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order as [{fieldId, direction: \\"asc\\"|\\"desc\\", attributeId?}], up to 5, applied in order"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_search_files":{"id":"affinity_search_files","name":"Affinity Search Files","description":"Search files by keyword, ordered by relevance. Narrow to specific files or to one company, or leave both unset to search the whole account.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"prompt":{"type":"string","required":true,"visibility":"user-or-llm","description":"What to search for. Between 3 and 500 characters"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the search to these file IDs. Cannot be combined with Company ID"},"companyId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Restrict the search to one company\'s files. Cannot be combined with file IDs"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of files to return, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_search_list_entries":{"id":"affinity_search_list_entries","name":"Affinity Search List Entries","description":"Search the rows of one list by filters, sorts, and a free-text term. Requires the \\"Export data from Lists\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID to search"},"filters":{"type":"json","required":false,"visibility":"user-or-llm","description":"Filter group as {operator: \\"and\\"|\\"or\\", filters: [...]}, at most 50 leaves. Each leaf is {valueType, fieldId, operator, value}, and a leaf may itself be a nested group"},"searchTerm":{"type":"string","required":false,"visibility":"user-or-llm","description":"Free-text term matched against the searchable fields. At least 3 characters"},"searchFieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs the search term is matched against. Defaults to the searchable fields"},"sorts":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order as [{fieldId, direction: \\"asc\\"|\\"desc\\", attributeId?}], up to 5, applied in order"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. 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Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live), \\"all_time\\" (default, includes lost backlinks), or \\"since:YYYY-MM-DD\\" (backlinks found since a date)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_backlinks":{"id":"ahrefs_backlinks","name":"Ahrefs Backlinks","description":"Get a list of backlinks pointing to a target domain or URL. 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Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_backlinks_stats":{"id":"ahrefs_backlinks_stats","name":"Ahrefs Backlinks Stats","description":"Get backlink and referring domain totals for a target domain or URL, both currently live and across all time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_batch_analysis":{"id":"ahrefs_batch_analysis","name":"Ahrefs Batch Analysis","description":"Get bulk SEO metrics (Domain Rating, backlinks, referring domains, organic traffic, and more) for multiple domains or URLs in a single request. Useful for comparing many competitors at once.","version":"1.0.0","params":{"targets":{"type":"string","required":true,"visibility":"user-or-llm","description":"Comma-separated list of domains or URLs to analyze. Example: \\"example.com,competitor.com\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode applied to every target: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"protocol":{"type":"string","required":false,"visibility":"user-or-llm","description":"Protocol applied to every target: \\"both\\" (default), \\"http\\", or \\"https\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_broken_backlinks":{"id":"ahrefs_broken_backlinks","name":"Ahrefs Broken Backlinks","description":"Get a list of broken backlinks pointing to a target domain or URL. Useful for identifying link reclamation opportunities.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_domain_rating":{"id":"ahrefs_domain_rating","name":"Ahrefs Domain Rating","description":"Get the Domain Rating (DR) and Ahrefs Rank for a target domain. Domain Rating shows the strength of a website\'s backlink profile on a scale from 0 to 100.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain to analyze (e.g., example.com)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date for historical data in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_domain_rating_history":{"id":"ahrefs_domain_rating_history","name":"Ahrefs Domain Rating History","description":"Get the historical Domain Rating (DR) trend for a target domain or URL over a date range, grouped daily, weekly, or monthly.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_keyword_overview":{"id":"ahrefs_keyword_overview","name":"Ahrefs Keyword Overview","description":"Get detailed metrics for a keyword including search volume, keyword difficulty, CPC, clicks, and traffic potential.","version":"1.0.0","params":{"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The keyword to analyze"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for keyword data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_keywords_history":{"id":"ahrefs_keywords_history","name":"Ahrefs Keywords History","description":"Get the historical organic keyword ranking distribution for a target domain or URL over a date range: how many keywords rank in each position bucket at each point in time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_metrics":{"id":"ahrefs_metrics","name":"Ahrefs Metrics","description":"Get a one-call organic and paid search overview for a target domain or URL: organic traffic, organic keywords, paid traffic, paid keywords, and estimated traffic cost.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_metrics_history":{"id":"ahrefs_metrics_history","name":"Ahrefs Metrics History","description":"Get the historical organic and paid traffic trend for a target domain or URL over a date range: organic traffic/cost and paid traffic/cost at each point in time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_organic_competitors":{"id":"ahrefs_organic_competitors","name":"Ahrefs Organic Competitors","description":"Get domains that compete with a target domain or URL for the same organic keywords, ranked by keyword overlap.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_organic_keywords":{"id":"ahrefs_organic_keywords","name":"Ahrefs Organic Keywords","description":"Get organic keywords that a target domain or URL ranks for in Google search results. Returns keyword details including search volume, ranking position, and estimated traffic.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_paid_pages":{"id":"ahrefs_paid_pages","name":"Ahrefs Paid Pages","description":"Get a target domain\'s pages that receive paid search traffic, sorted by estimated paid traffic. Returns page URLs with their paid traffic, keyword counts, and estimated spend.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_competitors_overview":{"id":"ahrefs_rank_tracker_competitors_overview","name":"Ahrefs Rank Tracker Competitors Overview","description":"Get competitor rankings for the keywords tracked in an Ahrefs Rank Tracker project: each tracked keyword\'s volume and difficulty alongside every competitor\'s position, traffic, and traffic value. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report rankings for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"dateCompared":{"type":"string","required":false,"visibility":"user-only","description":"Comparison date in YYYY-MM-DD format, to compute position/traffic deltas"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_competitors_stats":{"id":"ahrefs_rank_tracker_competitors_stats","name":"Ahrefs Rank Tracker Competitors Stats","description":"Get aggregate competitor stats for an Ahrefs Rank Tracker project: each competitor\'s traffic, traffic value, average position, and share of voice across all tracked keywords. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report metrics for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_overview":{"id":"ahrefs_rank_tracker_overview","name":"Ahrefs Rank Tracker Overview","description":"Get ranking overview metrics for the keywords tracked in an Ahrefs Rank Tracker project: position, search volume, keyword difficulty, and estimated traffic. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report rankings for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"dateCompared":{"type":"string","required":false,"visibility":"user-only","description":"Comparison date in YYYY-MM-DD format, to compute position/traffic deltas"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_serp_overview":{"id":"ahrefs_rank_tracker_serp_overview","name":"Ahrefs Rank Tracker SERP Overview","description":"Get the full SERP (search engine results page) for a keyword tracked in an Ahrefs Rank Tracker project, including every ranking URL with its position, title, and authority metrics. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The tracked keyword to retrieve SERP data for"},"country":{"type":"string","required":true,"visibility":"user-or-llm","description":"Country code for the tracked keyword. Example: \\"us\\", \\"gb\\", \\"de\\""},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"topPositions":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of top organic positions to return (defaults to all available)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Timestamp to return the last available SERP Overview at, in YYYY-MM-DDThh:mm:ss format"},"locationId":{"type":"number","required":false,"visibility":"user-or-llm","description":"Location ID of the tracked keyword, if tracked at a specific location"},"languageCode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Language code of the tracked keyword"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_refdomains_history":{"id":"ahrefs_refdomains_history","name":"Ahrefs Referring Domains History","description":"Get the historical referring domains trend for a target domain or URL over a date range, grouped daily, weekly, or monthly.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_referring_domains":{"id":"ahrefs_referring_domains","name":"Ahrefs Referring Domains","description":"Get a list of domains that link to a target domain or URL. 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Optionally specify interview plan, stage, source, and credited user.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"onBehalfOfUserId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Active Ashby user UUID to attribute this mutation to; the API key must permit on-behalf-of calls"},"candidateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the candidate to consider for the job"},"jobId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the job to consider the candidate for"},"interviewPlanId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the interview plan to use (defaults to the job default plan)"},"interviewStageId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the interview stage to place the application in, or FirstPreInterviewScreen (defaults to the first Lead stage)"},"sourceId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the source to set on the application"},"creditedToUserId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the user the application is credited to"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"ISO 8601 timestamp to set as the application creation date (defaults to now)"},"applicationHistory":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional documented application history entries to create with the application"}},"hostedApiKey":"none"},"ashby_create_candidate":{"id":"ashby_create_candidate","name":"Ashby Create Candidate","description":"Creates a new candidate record in Ashby.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"onBehalfOfUserId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Active Ashby user UUID to attribute this mutation to; the API key must permit on-behalf-of calls"},"name":{"type":"string","required":true,"visibility":"user-or-llm","description":"The candidate full name"},"email":{"type":"string","required":false,"visibility":"user-or-llm","description":"Primary email address for the candidate"},"phoneNumber":{"type":"string","required":false,"visibility":"user-or-llm","description":"Primary phone number for the candidate"},"linkedInUrl":{"type":"string","required":false,"visibility":"user-or-llm","description":"LinkedIn profile URL"},"githubUrl":{"type":"string","required":false,"visibility":"user-or-llm","description":"GitHub profile URL"},"website":{"type":"string","required":false,"visibility":"user-or-llm","description":"Personal website URL"},"sourceId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the source to attribute the candidate to"},"creditedToUserId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the Ashby user to credit with sourcing this candidate"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"Backdated creation timestamp in ISO 8601 (e.g. 2024-01-01T00:00:00Z). Defaults to now."},"alternateEmailAddresses":{"type":"json","required":false,"visibility":"user-or-llm","description":"Array of additional email address strings to add to the candidate, e.g. [\\"a@x.com\\",\\"b@y.com\\"]"},"location":{"type":"json","required":false,"visibility":"user-or-llm","description":"Candidate location object with optional city, region, and country"}},"hostedApiKey":"none"},"ashby_create_note":{"id":"ashby_create_note","name":"Ashby Create Note","description":"Creates a note on a candidate in Ashby. Supports plain text and HTML content (bold, italic, underline, links, lists, code).","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"onBehalfOfUserId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Active Ashby user UUID to attribute this mutation to; the API key must permit on-behalf-of calls"},"candidateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the candidate to add the note to"},"note":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note content. If noteType is text/html, supports: , , , ,