diff --git a/apps/docs/components/ui/icon-mapping.ts b/apps/docs/components/ui/icon-mapping.ts index 032f0756383..ec4e06e513b 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_tax_reporting: 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..2f184688e13 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_tax_reporting", "outlook", "pagerduty", "parallel_ai", diff --git a/apps/docs/content/docs/integrations/oracle_epm_tax_reporting.mdx b/apps/docs/content/docs/integrations/oracle_epm_tax_reporting.mdx new file mode 100644 index 00000000000..ebe5dfb072e --- /dev/null +++ b/apps/docs/content/docs/integrations/oracle_epm_tax_reporting.mdx @@ -0,0 +1,758 @@ +--- +title: Oracle EPM Tax Reporting +description: Run tax rules, manage metadata and supplemental data, inspect jobs, and generate reports +--- + +import { BlockInfoCard } from "@/components/ui/block-info-card" + + + +## Usage Instructions + +Connect a reusable Oracle EPM service-account credential using your HTTPS environment URL and Oracle username/password. Use an account permitted to authenticate with Basic authentication; MFA-only interactive login is not supported. Most administrative operations and discovery require Service Administrator; rule launch and supplemental features have their own role prerequisites. This integration provides 27 Tax Reporting operations for deployed rules, saved copy/clear profiles, metadata ZIP jobs, bounded core data slices, supplemental collections and templates, reports, and repository files. Scenarios, years, periods, entities, jurisdictions, countries, cubes, profile names, and runtime prompts are tenant-specific: use exact names or workflow references, not assumed defaults. Job definitions are distinct from submitted job IDs. Choose standalone-launchable deployed rules; many seeded Tax Automation rules are internal and cannot run independently. General bulk data movement belongs in Data Integration. Requests submit mutations once; optional waiting is bounded to 120 seconds, and local cancellation never cancels the Oracle job. Uploads are limited to 10 MiB and stored downloads to 100 MiB, subject to platform limits. Report generation uses its returned status-route family; Oracle documents the standalone /arm report-status endpoint separately, with inconsistent examples that require tenant verification. Documentation and tests use official API contracts; no live tenant validation is implied. + + + +## Actions + +### Oracle EPM Tax Reporting Get API Version + +Inspect the supported v3 Tax Reporting API version. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `version` | string | API version | +| `lifecycle` | string | API lifecycle | +| `isLatest` | boolean | Whether this is the latest API version | + +### Oracle EPM Tax Reporting List Applications + +List applications assigned to the service account (at most 1,000). Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `items` | array | Accessible applications \(bounded to 1,000\) | +| ↳ `name` | string | Application name | +| ↳ `type` | string | Product type | +| ↳ `appType` | string | Business process type | +| ↳ `appStorage` | string | Storage type | +| ↳ `unicode` | boolean | Unicode enabled | +| ↳ `adminMode` | json | Oracle boolean or documented string boolean indicating administrator-only access | + +### Oracle EPM Tax Reporting List Job Definitions + +List deployed job definitions (not submitted job instances), optionally filtering supported Tax Reporting job types. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `jobType` | string | No | Supported saved job type: RULES, RULESET, EXPORT_METADATA, or IMPORT_METADATA. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `items` | array | Deployed definitions, not running jobs \(bounded to 1,000\) | +| ↳ `jobName` | string | Exact deployed job name | +| ↳ `jobType` | string | Oracle job type | + +### Oracle EPM Tax Reporting Get Member + +Look up a dimension member by its exact name. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `dimension` | string | Yes | Exact dimension name, such as Entity or Jurisdiction, as configured in this tenant. | +| `memberName` | string | Yes | Exact dimension member name. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `name` | string | Member name | +| `parentName` | string | Parent member | +| `description` | string | Member description | +| `dataType` | string | Member data type | +| `objectType` | number | Oracle object type | +| `dataStorage` | string | Storage attribute | +| `dimName` | string | Dimension name | +| `twoPass` | boolean | Two-pass calculation attribute | + +### Oracle EPM Tax Reporting Add Member + +Add a member under a dynamic-child-enabled parent after a cube refresh. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `dimension` | string | Yes | Exact dimension name, such as Entity or Jurisdiction, as configured in this tenant. | +| `memberName` | string | Yes | Exact dimension member name. | +| `parentName` | string | Yes | Parent member enabled for dynamic children, after a cube refresh. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `name` | string | Member name | +| `parentName` | string | Parent member | +| `description` | string | Member description | +| `dataType` | string | Member data type | +| `objectType` | number | Oracle object type | +| `dataStorage` | string | Storage attribute | +| `dimName` | string | Dimension name | +| `twoPass` | boolean | Two-pass calculation attribute | + +### Oracle EPM Tax Reporting Export Data Slice + +Export a bounded core data grid for cells the account can access. Does not export cell notes or supporting details. Use Data Integration for general bulk movement. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `planType` | string | Yes | Exact Tax Reporting cube/plan type name configured in the application. | +| `gridDefinition` | json | Yes | JSON region with pov: \{dimensions?: string\[\], members: string\[\]\[\]\}, columns and rows arrays of the same axis shape. Use exact tenant dimension/member names or documented member-selection expressions. Optional suppressMissingBlocks, suppressMissingRows, suppressMissingColumns booleans. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `pov` | array | Point-of-view member names | +| `columns` | array | Arrays of column member names | +| `rows` | array | Core data rows \(up to 1,000\) | +| ↳ `headers` | array | Row member names | +| ↳ `data` | array | Text or numeric cell values | + +### Oracle EPM Tax Reporting Import Data Slice + +Import a bounded core JSON data grid and inspect rejected cells. Does not import cell notes or supporting details. Use Data Integration for general bulk movement. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `planType` | string | Yes | Exact Tax Reporting cube/plan type name configured in the application. | +| `dataGrid` | json | Yes | JSON grid with pov: string\[\], columns: string\[\]\[\], rows: \[\{headers: string\[\], data: \(string \| number\)\[\]\}\]. Values overwrite existing cells by default; #missing clears a cell. Cell notes and supporting details are not handled by this tool. | +| `aggregateEssbaseData` | boolean | No | Add numeric values to existing values when true; overwrite when false. Do not retry an uncertain additive import. | +| `dateFormat` | string | No | Data slices: MM-DD-YYYY, DD-MM-YYYY, YYYY-MM-DD, MM/DD/YYYY, DD/MM/YYYY, or YYYY/MM/DD. Supplemental member import: the tenant CSV date format \(Oracle default MM-dd-yyyy\). | +| `strictDateValidation` | boolean | No | Reject dates that do not match dateFormat \(Oracle default true\). | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `numAcceptedCells` | number | Cells accepted for save | +| `numUpdateCells` | number | Cells actually updated | +| `numRejectedCells` | number | Rejected cells | +| `rejectedCells` | array | First 100 rejected cell intersections | +| `rejectedCellsWithDetails` | array | First 100 rejection diagnostics | +| ↳ `memberNames` | array | Intersection members | +| ↳ `readOnlyReasons` | array | Read-only reasons | +| ↳ `otherReasons` | array | Other rejection reasons | + +### Oracle EPM Tax Reporting Clear Data Slice + +Clear the explicit data region. Numeric data is cleared by default; planning details are retained unless requested. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `planType` | string | Yes | Exact Tax Reporting cube/plan type name configured in the application. | +| `gridDefinition` | json | Yes | JSON region with pov: \{dimensions?: string\[\], members: string\[\]\[\]\}, columns and rows arrays of the same axis shape. Use exact tenant dimension/member names or documented member-selection expressions. Optional suppressMissingBlocks, suppressMissingRows, suppressMissingColumns booleans. | +| `clearEssbaseData` | boolean | No | Clear numeric cube data \(default true\). This is destructive. | +| `clearPlanningData` | boolean | No | Delete cell notes, attachments, and supporting details \(default false\). This is destructive. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `numClearedCells` | number | Cleared cells | +| `numRejectedCells` | number | Rejected cells | +| `rejectedCells` | array | Rejected cell intersections | + +### Oracle EPM Tax Reporting Copy Data + +Run an existing Tax Reporting copy data profile. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `profileName` | string | Yes | Name of an existing Tax Reporting copy or clear data profile; its saved configuration determines the affected POV. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle status: -1 pending, 0 success; other statuses depend on job family. 2 means cancellation pending for planning jobs. | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `jobName` | string | Oracle job name | +| `details` | string | Oracle job details | +| `descriptiveStatus` | string | Oracle status description | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `detailedStatus` | number | Oracle granular job status code, when returned. | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | + +### Oracle EPM Tax Reporting Clear Data + +Run an existing Tax Reporting clear data profile. Its configured POV is deleted. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `profileName` | string | Yes | Name of an existing Tax Reporting copy or clear data profile; its saved configuration determines the affected POV. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle status: -1 pending, 0 success; other statuses depend on job family. 2 means cancellation pending for planning jobs. | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `jobName` | string | Oracle job name | +| `details` | string | Oracle job details | +| `descriptiveStatus` | string | Oracle status description | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `detailedStatus` | number | Oracle granular job status code, when returned. | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | + +### Oracle EPM Tax Reporting Run Rule + +Launch a standalone-launchable deployed business rule (many seeded Tax Automation rules are internal and cannot be launched independently), with exact runtime prompts. Requires Service Administrator or Power User with Rules launch permission. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `jobName` | string | Yes | Exact deployed rule, ruleset, or saved job definition name. Names are case-sensitive. | +| `parameters` | json | No | JSON object of documented job parameters or tenant-defined runtime prompts. Rule prompt values must be strings; preserve exact prompt names. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle status: -1 pending, 0 success; other statuses depend on job family. 2 means cancellation pending for planning jobs. | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `jobName` | string | Oracle job name | +| `details` | string | Oracle job details | +| `descriptiveStatus` | string | Oracle status description | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `detailedStatus` | number | Oracle granular job status code, when returned. | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | + +### Oracle EPM Tax Reporting Run Ruleset + +Launch a deployed ruleset with exact runtime prompts. Preserve fully qualified prompt names. Requires Service Administrator or Power User with Rules launch permission. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `jobName` | string | Yes | Exact deployed rule, ruleset, or saved job definition name. Names are case-sensitive. | +| `parameters` | json | No | JSON object of documented job parameters or tenant-defined runtime prompts. Rule prompt values must be strings; preserve exact prompt names. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle status: -1 pending, 0 success; other statuses depend on job family. 2 means cancellation pending for planning jobs. | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `jobName` | string | Oracle job name | +| `details` | string | Oracle job details | +| `descriptiveStatus` | string | Oracle status description | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `detailedStatus` | number | Oracle granular job status code, when returned. | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | + +### Oracle EPM Tax Reporting Execute Job + +Execute a discovered RULES, RULESET, EXPORT_METADATA, or IMPORT_METADATA definition only. Requires Service Administrator. No arbitrary EPM jobs or general bulk data movement. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `jobType` | string | Yes | Supported saved job type: RULES, RULESET, EXPORT_METADATA, or IMPORT_METADATA. | +| `jobName` | string | Yes | Exact deployed rule, ruleset, or saved job definition name. Names are case-sensitive. | +| `parameters` | json | No | JSON object of documented job parameters or tenant-defined runtime prompts. Rule prompt values must be strings; preserve exact prompt names. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle status: -1 pending, 0 success; other statuses depend on job family. 2 means cancellation pending for planning jobs. | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `jobName` | string | Oracle job name | +| `details` | string | Oracle job details | +| `descriptiveStatus` | string | Oracle status description | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `detailedStatus` | number | Oracle granular job status code, when returned. | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | + +### Oracle EPM Tax Reporting Get Job Status + +Inspect a submitted planning or supplemental job using its correct route family. Optionally wait without resubmitting. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | No | Exact Tax Reporting application name. Required for planning \(default\) and supplemental_collection jobs; omit only for supplemental_dimension. | +| `jobId` | string | Yes | Submitted Oracle job instance ID, not a job definition name. | +| `jobFamily` | string | No | planning \(default\), supplemental_collection \(fcmjobs\), or supplemental_dimension \(sdm/jobs\). Use the family that submitted the job. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle status: -1 pending, 0 success; other statuses depend on job family. 2 means cancellation pending for planning jobs. | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `jobName` | string | Oracle job name | +| `details` | string | Oracle job details | +| `descriptiveStatus` | string | Oracle status description | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `detailedStatus` | number | Oracle granular job status code, when returned. | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | +| `detail` | string | Supplemental deployment details when returned under singular detail | + +### Oracle EPM Tax Reporting Get Job Details + +Retrieve one page of metadata import/export job details, including child-job-detail links. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `jobId` | string | Yes | Submitted Oracle job instance ID, not a job definition name. | +| `limit` | number | No | Page size, 1-100 \(default 25\). One page is returned. | +| `offset` | number | No | Zero-based offset, 0-100000 \(default 0\). No automatic fetch-all. | +| `messageType` | string | No | Filter detailed messages by INFO, ERROR, or WARNING. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `items` | array | One page of job detail records | +| ↳ `recordsRead` | number | Records read | +| ↳ `recordsRejected` | number | Rejected records | +| ↳ `recordsProcessed` | number | Processed records | +| ↳ `dimensionName` | string | Dimension name | +| ↳ `loadType` | string | Load type | +| ↳ `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | + +### Oracle EPM Tax Reporting Get Child Job Details + +Retrieve one page of child-job diagnostic messages. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `jobId` | string | Yes | Submitted Oracle job instance ID, not a job definition name. | +| `childJobId` | string | Yes | Child job ID from the parent job details child-job-details link. | +| `limit` | number | No | Page size, 1-100 \(default 25\). One page is returned. | +| `offset` | number | No | Zero-based offset, 0-100000 \(default 0\). No automatic fetch-all. | +| `messageType` | string | No | Filter detailed messages by INFO, ERROR, or WARNING. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `items` | array | One page of child-job messages | +| ↳ `msgType` | string | Message type | +| ↳ `msgCategory` | string | Message category | +| ↳ `msgText` | string | Diagnostic message | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | + +### Oracle EPM Tax Reporting Export Metadata + +Run a saved metadata export job to create a repository ZIP. Download it separately after successful completion. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `jobName` | string | Yes | Exact deployed rule, ruleset, or saved job definition name. Names are case-sensitive. | +| `exportZipFileName` | string | No | Optional ZIP output filename for the saved metadata export job. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle status: -1 pending, 0 success; other statuses depend on job family. 2 means cancellation pending for planning jobs. | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `jobName` | string | Oracle job name | +| `details` | string | Oracle job details | +| `descriptiveStatus` | string | Oracle status description | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `detailedStatus` | number | Oracle granular job status code, when returned. | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | + +### Oracle EPM Tax Reporting Import Metadata + +Run a saved metadata import job using an already uploaded ZIP, optionally refreshing the cube. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `jobName` | string | Yes | Exact deployed rule, ruleset, or saved job definition name. Names are case-sensitive. | +| `importZipFileName` | string | No | Optional ZIP filename already uploaded to the Oracle repository for the saved metadata import job. | +| `refreshCube` | boolean | No | Refresh the cube after importing metadata when true. | +| `errorFile` | string | No | ZIP filename for metadata import errors; an existing file of the same name is overwritten. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle status: -1 pending, 0 success; other statuses depend on job family. 2 means cancellation pending for planning jobs. | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `jobName` | string | Oracle job name | +| `details` | string | Oracle job details | +| `descriptiveStatus` | string | Oracle status description | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `detailedStatus` | number | Oracle granular job status code, when returned. | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | + +### Oracle EPM Tax Reporting Import Supplemental Collection Data + +Import an uploaded collection CSV for a year, period, and configured frequency dimensions. Requires Service Administrator and Supplemental Data. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `fileName` | string | Yes | Exact Oracle repository filename/path. Supply raw names, not pre-encoded URL text. Upload fails if a file already exists. | +| `collection` | string | Yes | Exact Supplemental Data collection name. Supplemental Data must be enabled. | +| `year` | string | Yes | Collection year member, for example FY26; tenant-specific. | +| `period` | string | Yes | Collection period member, for example Jan; tenant-specific. | +| `frequencyDimensions` | json | No | JSON object of additional collection-interval frequency dimension names and member strings. Preserve case. For template deployment supply all configured dimensions \(up to four\), including Year/Period when applicable. | +| `jobName` | string | No | Optional name for this supplemental job submission, not a deployed Planning job definition. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle migration status: -1 in progress, 0 success, any positive value is failure. | +| `details` | string | Oracle job details | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `detail` | string | Supplemental deployment details when returned under singular detail | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | + +### Oracle EPM Tax Reporting Deploy Form Templates + +Deploy Supplemental Data templates for a collection interval. Empty templates deploys all; resetWorkflows resets existing workflows. Requires Service Administrator or Power User. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `application` | string | Yes | Exact Tax Reporting application name; use application discovery or a tenant-specific reference. | +| `collectionIntervalName` | string | Yes | Existing Supplemental Data collection interval name. | +| `templates` | array | Yes | Template name array. An explicit empty array deploys ALL templates for the interval; use named templates to limit scope. | +| `frequencyDimensions` | json | No | JSON object of additional collection-interval frequency dimension names and member strings. Preserve case. For template deployment supply all configured dimensions \(up to four\), including Year/Period when applicable. | +| `resetWorkflows` | boolean | No | Reset existing form workflows during deployment \(default false\). | +| `jobName` | string | No | Optional name for this supplemental job submission, not a deployed Planning job definition. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle migration status: -1 in progress, 0 success, any positive value is failure. | +| `details` | string | Oracle job details | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `detail` | string | Supplemental deployment details when returned under singular detail | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | + +### Oracle EPM Tax Reporting Import Supplemental Dimension Members + +Import an uploaded CSV into a Supplemental Data dimension. Replace is destructive. Requires Service Administrator or Power User. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `dimension` | string | Yes | Exact dimension name, such as Entity or Jurisdiction, as configured in this tenant. | +| `fileName` | string | Yes | Exact Oracle repository filename/path. Supply raw names, not pre-encoded URL text. Upload fails if a file already exists. | +| `importMode` | string | No | Replace \(default\) or Update supplemental dimension members. Replace can remove existing members. | +| `delimiter` | string | No | Single-character supplemental CSV delimiter \(Oracle default comma\). | +| `dateFormat` | string | No | Data slices: MM-DD-YYYY, DD-MM-YYYY, YYYY-MM-DD, MM/DD/YYYY, DD/MM/YYYY, or YYYY/MM/DD. Supplemental member import: the tenant CSV date format \(Oracle default MM-dd-yyyy\). | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle migration status: -1 in progress, 0 success, any positive value is failure. | +| `details` | string | Oracle job details | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `detail` | string | Supplemental deployment details when returned under singular detail | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | + +### Oracle EPM Tax Reporting Generate Report + +Generate a Task Manager or Supplemental Data report asynchronously. Requires the feature and report access. Existing output files may be overwritten. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `groupName` | string | Yes | Configured report group, such as Task Manager. | +| `reportName` | string | Yes | Exact existing report name. Provide all parameters required by that report. | +| `generatedReportFileName` | string | No | Output filename with matching extension. Existing files with this name are overwritten. Defaults to the report name in Oracle. | +| `parameters` | json | No | JSON object of documented job parameters or tenant-defined runtime prompts. Rule prompt values must be strings; preserve exact prompt names. | +| `format` | string | No | HTML, PDF \(default\), XLSX, or CSV. | +| `module` | string | Yes | Report generation: FCM \(Task Manager\) or SDM. Report status: FCCS \(Task Manager\) or SDM. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle migration status: -1 in progress, 0 success, any positive value is failure. | +| `details` | string | Oracle job details | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `type` | string | Report or job type | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | + +### Oracle EPM Tax Reporting Generate User Details Report + +Generate a CSV or XLS report of Task Manager and Supplemental Data user assignments. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `fileName` | string | Yes | Exact Oracle repository filename/path. Supply raw names, not pre-encoded URL text. Upload fails if a file already exists. | +| `format` | string | No | CSV \(default\) or XLS. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle migration status: -1 in progress, 0 success, any positive value is failure. | +| `details` | string | Oracle job details | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `type` | string | Report or job type | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | + +### Oracle EPM Tax Reporting Get Report Status + +Inspect a report job using the documented standalone route or the distinct route family returned by generation. Optionally download a completed report. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `jobId` | string | Yes | Submitted Oracle job instance ID, not a job definition name. | +| `module` | string | No | FCCS \(Task Manager\) or SDM. Required for standalone \(default\) and generated_report status routes; omit only for user_details. | +| `reportStatusRoute` | string | No | standalone \(default\): documented /arm job endpoint; generated_report: route used by Generate Report Job Status links; user_details: route used by User Details Job Status links. They are not interchangeable. | +| `waitForCompletion` | boolean | No | Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting. | +| `downloadReport` | boolean | No | Store the completed report as a Sim file using its validated report-content link \(default false\). Requires a workflow execution context. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle migration status: -1 in progress, 0 success, any positive value is failure. | +| `details` | string | Oracle job details | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | +| `jobId` | string | Submitted job ID, normalized from documented jobId/jobID when returned. | +| `type` | string | Report or job type | +| `waitOutcome` | string | Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation. | +| `file` | file | Stored report as a canonical Sim UserFile when explicitly requested and complete | + +### Oracle EPM Tax Reporting List Files + +List repository file and snapshot metadata (at most 1,000). Requires Service Administrator or Migrations - Administer. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle migration status \(0 success\) | +| `details` | string | Oracle file-list details | +| `items` | array | Repository files and snapshots \(up to 1,000\) | +| ↳ `name` | string | Raw repository path | +| ↳ `type` | string | LCM or EXTERNAL | +| ↳ `size` | json | Byte size as documented numeric string or number; null for snapshots | +| ↳ `lastmodifiedtime` | json | Milliseconds since epoch as documented numeric string or number; null for snapshots | + +### Oracle EPM Tax Reporting Upload File + +Upload an authorized Sim file to the Oracle repository (10 MiB maximum). Existing files are not overwritten. Requires Service Administrator or Migrations - Administer. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `file` | file | Yes | One authorized Sim UserFile to upload, up to 10 MiB. URLs alone are not accepted. | +| `fileName` | string | Yes | Exact Oracle repository filename/path. Supply raw names, not pre-encoded URL text. Upload fails if a file already exists. | +| `directory` | string | No | Optional Oracle inbox or outbox directory, including a subdirectory. Other EPM product directories are not supported. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `status` | number | Oracle migration status: -1 in progress, 0 success, any positive value is failure. | +| `details` | string | Oracle job details | +| `links` | array | Documented Oracle links; returned links must be validated before authenticated use. | +| ↳ `rel` | string | Exact relationship | +| ↳ `href` | string | Provider-returned link target | +| ↳ `action` | string | HTTP method | + +### Oracle EPM Tax Reporting Download File + +Stream an Oracle repository file into a canonical Sim UserFile (100 MiB maximum, subject to platform limits). Requires Service Administrator or Migrations - Administer. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Reusable Oracle EPM service-account credential | +| `fileName` | string | Yes | Exact Oracle repository filename/path. Supply raw names, not pre-encoded URL text. Upload fails if a file already exists. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `file` | file | Downloaded canonical Sim UserFile with authorized storage key, name, type, size, and temporary URL | + + diff --git a/apps/sim/blocks/blocks/oracle_epm_tax_reporting.ts b/apps/sim/blocks/blocks/oracle_epm_tax_reporting.ts new file mode 100644 index 00000000000..fa15d37bed3 --- /dev/null +++ b/apps/sim/blocks/blocks/oracle_epm_tax_reporting.ts @@ -0,0 +1,2211 @@ +import { NetSuiteIcon } from '@/components/icons' +import type { BlockConfig, BlockMeta } from '@/blocks/types' +import { AuthMode, IntegrationType } from '@/blocks/types' +import { normalizeFileInput, parseOptionalNumberInput } from '@/blocks/utils' +import type { TaxReportingBlockResponse } from '@/tools/oracle_epm_tax_reporting/types' +import { parseTaxBooleanInput, parseTaxJsonInput } from '@/tools/oracle_epm_tax_reporting/utils' + +const OPERATION_FIELDS: Record = { + oracle_epm_tax_reporting_get_api_version: [], + oracle_epm_tax_reporting_list_applications: [], + oracle_epm_tax_reporting_list_job_definitions: ['application', 'jobType'], + oracle_epm_tax_reporting_get_member: ['application', 'dimension', 'memberName'], + oracle_epm_tax_reporting_add_member: ['application', 'dimension', 'memberName', 'parentName'], + oracle_epm_tax_reporting_export_data_slice: ['application', 'planType', 'gridDefinition'], + oracle_epm_tax_reporting_import_data_slice: [ + 'application', + 'planType', + 'dataGrid', + 'aggregateEssbaseData', + 'dateFormat', + 'strictDateValidation', + ], + oracle_epm_tax_reporting_clear_data_slice: [ + 'application', + 'planType', + 'gridDefinition', + 'clearEssbaseData', + 'clearPlanningData', + ], + oracle_epm_tax_reporting_copy_data: ['application', 'profileName', 'waitForCompletion'], + oracle_epm_tax_reporting_clear_data: ['application', 'profileName', 'waitForCompletion'], + oracle_epm_tax_reporting_run_rule: ['application', 'jobName', 'parameters', 'waitForCompletion'], + oracle_epm_tax_reporting_run_ruleset: [ + 'application', + 'jobName', + 'parameters', + 'waitForCompletion', + ], + oracle_epm_tax_reporting_execute_job: [ + 'application', + 'jobType', + 'jobName', + 'parameters', + 'waitForCompletion', + ], + oracle_epm_tax_reporting_get_job_status: [ + 'application', + 'jobId', + 'jobFamily', + 'waitForCompletion', + ], + oracle_epm_tax_reporting_get_job_details: [ + 'application', + 'jobId', + 'limit', + 'offset', + 'messageType', + ], + oracle_epm_tax_reporting_get_child_job_details: [ + 'application', + 'jobId', + 'childJobId', + 'limit', + 'offset', + 'messageType', + ], + oracle_epm_tax_reporting_export_metadata: [ + 'application', + 'jobName', + 'exportZipFileName', + 'waitForCompletion', + ], + oracle_epm_tax_reporting_import_metadata: [ + 'application', + 'jobName', + 'importZipFileName', + 'refreshCube', + 'errorFile', + 'waitForCompletion', + ], + oracle_epm_tax_reporting_import_supplemental_collection_data: [ + 'application', + 'fileName', + 'collection', + 'year', + 'period', + 'frequencyDimensions', + 'waitForCompletion', + 'jobName', + ], + oracle_epm_tax_reporting_deploy_form_templates: [ + 'application', + 'collectionIntervalName', + 'templates', + 'frequencyDimensions', + 'resetWorkflows', + 'waitForCompletion', + 'jobName', + ], + oracle_epm_tax_reporting_import_supplemental_dimension_members: [ + 'dimension', + 'fileName', + 'importMode', + 'delimiter', + 'dateFormat', + 'waitForCompletion', + ], + oracle_epm_tax_reporting_generate_report: [ + 'groupName', + 'reportName', + 'generatedReportFileName', + 'parameters', + 'format', + 'module', + 'waitForCompletion', + ], + oracle_epm_tax_reporting_generate_user_details_report: [ + 'fileName', + 'format', + 'waitForCompletion', + ], + oracle_epm_tax_reporting_get_report_status: [ + 'jobId', + 'module', + 'reportStatusRoute', + 'waitForCompletion', + 'downloadReport', + ], + oracle_epm_tax_reporting_list_files: [], + oracle_epm_tax_reporting_upload_file: ['file', 'fileName', 'directory'], + oracle_epm_tax_reporting_download_file: ['fileName'], +} +const JSON_FIELDS = new Set([ + 'parameters', + 'gridDefinition', + 'dataGrid', + 'frequencyDimensions', + 'templates', +]) +const BOOLEAN_FIELDS = new Set([ + 'aggregateEssbaseData', + 'strictDateValidation', + 'clearEssbaseData', + 'clearPlanningData', + 'waitForCompletion', + 'refreshCube', + 'resetWorkflows', + 'downloadReport', +]) + +export const OracleEpmTaxReportingBlock: BlockConfig = { + type: 'oracle_epm_tax_reporting', + name: 'Oracle EPM Tax Reporting', + description: + 'Run tax rules, manage metadata and supplemental data, inspect jobs, and generate reports', + longDescription: + 'Connect a reusable Oracle EPM service-account credential using your HTTPS environment URL and Oracle username/password. Use an account permitted to authenticate with Basic authentication; MFA-only interactive login is not supported. Most administrative operations and discovery require Service Administrator; rule launch and supplemental features have their own role prerequisites. This integration provides 27 Tax Reporting operations for deployed rules, saved copy/clear profiles, metadata ZIP jobs, bounded core data slices, supplemental collections and templates, reports, and repository files. Scenarios, years, periods, entities, jurisdictions, countries, cubes, profile names, and runtime prompts are tenant-specific: use exact names or workflow references, not assumed defaults. Job definitions are distinct from submitted job IDs. Choose standalone-launchable deployed rules; many seeded Tax Automation rules are internal and cannot run independently. General bulk data movement belongs in Data Integration. Requests submit mutations once; optional waiting is bounded to 120 seconds, and local cancellation never cancels the Oracle job. Uploads are limited to 10 MiB and stored downloads to 100 MiB, subject to platform limits. Report generation uses its returned status-route family; Oracle documents the standalone /arm report-status endpoint separately, with inconsistent examples that require tenant verification. Documentation and tests use official API contracts; no live tenant validation is implied.', + docsLink: 'https://docs.sim.ai/integrations/oracle_epm_tax_reporting', + authMode: AuthMode.ApiKey, + category: 'tools', + integrationType: IntegrationType.Analytics, + bgColor: '#FFFFFF', + icon: NetSuiteIcon, + canvasPresentation: { + defaultTitle: 'Oracle EPM Tax Reporting', + sentences: { + byOperation: { + oracle_epm_tax_reporting_get_api_version: ['Get API version'], + oracle_epm_tax_reporting_list_applications: ['List applications'], + oracle_epm_tax_reporting_list_job_definitions: [ + { + text: 'List job definitions in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + { + text: 'of type', + field: 'jobType', + }, + ], + oracle_epm_tax_reporting_get_member: [ + { + text: 'Look up', + field: 'memberName', + core: true, + }, + { + text: 'in dimension', + field: 'dimension', + }, + { + text: 'of', + field: ['applicationSelector', 'applicationManual'], + }, + ], + oracle_epm_tax_reporting_add_member: [ + { + text: 'Add', + field: 'memberName', + core: true, + }, + { + text: 'under', + field: 'parentName', + core: true, + }, + { + text: 'in dimension', + field: 'dimension', + }, + ], + oracle_epm_tax_reporting_export_data_slice: [ + { + text: 'Export data from', + field: 'planType', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + }, + { + text: 'using', + field: 'gridDefinition', + }, + ], + oracle_epm_tax_reporting_import_data_slice: [ + { + text: 'Import data into', + field: 'planType', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + }, + { + text: 'from', + field: 'dataGrid', + }, + ], + oracle_epm_tax_reporting_clear_data_slice: [ + { + text: 'Clear data from', + field: 'planType', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + }, + { + text: 'using', + field: 'gridDefinition', + }, + ], + oracle_epm_tax_reporting_copy_data: [ + { + text: 'Copy data using', + field: 'profileName', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + }, + ], + oracle_epm_tax_reporting_clear_data: [ + { + text: 'Clear data using', + field: 'profileName', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + }, + ], + oracle_epm_tax_reporting_run_rule: [ + { + text: 'Run rule', + field: ['jobNameSelector', 'jobNameManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + }, + { + text: 'with', + field: 'parameters', + }, + ], + oracle_epm_tax_reporting_run_ruleset: [ + { + text: 'Run ruleset', + field: ['jobNameSelector', 'jobNameManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + }, + { + text: 'with', + field: 'parameters', + }, + ], + oracle_epm_tax_reporting_execute_job: [ + { + text: 'Execute', + field: ['jobNameSelector', 'jobNameManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + }, + { + text: 'as', + field: 'jobType', + }, + ], + oracle_epm_tax_reporting_get_job_status: [ + { + text: 'Check job', + field: 'jobId', + core: true, + }, + { + text: 'in family', + field: 'jobFamily', + }, + ], + oracle_epm_tax_reporting_get_job_details: [ + { + text: 'Get details for job', + field: 'jobId', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + }, + ], + oracle_epm_tax_reporting_get_child_job_details: [ + { + text: 'Get details for child job', + field: 'childJobId', + core: true, + }, + { + text: 'of job', + field: 'jobId', + }, + ], + oracle_epm_tax_reporting_export_metadata: [ + { + text: 'Export metadata using', + field: ['jobNameSelector', 'jobNameManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + }, + ], + oracle_epm_tax_reporting_import_metadata: [ + { + text: 'Import metadata using', + field: ['jobNameSelector', 'jobNameManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + }, + ], + oracle_epm_tax_reporting_import_supplemental_collection_data: [ + { + text: 'Import', + field: 'fileName', + core: true, + }, + { + text: 'into', + field: 'collection', + core: true, + }, + { + text: 'for', + field: 'period', + }, + ], + oracle_epm_tax_reporting_deploy_form_templates: [ + { + text: 'Deploy', + field: 'templates', + core: true, + }, + { + text: 'for interval', + field: 'collectionIntervalName', + core: true, + }, + ], + oracle_epm_tax_reporting_import_supplemental_dimension_members: [ + { + text: 'Import members from', + field: 'fileName', + core: true, + }, + { + text: 'into', + field: 'dimension', + core: true, + }, + { + text: 'using', + field: 'importMode', + }, + ], + oracle_epm_tax_reporting_generate_report: [ + { + text: 'Generate', + field: 'reportName', + core: true, + }, + { + text: 'from group', + field: 'groupName', + }, + { + text: 'as', + field: 'format', + }, + ], + oracle_epm_tax_reporting_generate_user_details_report: [ + { + text: 'Export user details to', + field: 'fileName', + core: true, + }, + { + text: 'as', + field: 'format', + }, + ], + oracle_epm_tax_reporting_get_report_status: [ + { + text: 'Check report job', + field: 'jobId', + core: true, + }, + { + text: 'using', + field: 'reportStatusRoute', + }, + ], + oracle_epm_tax_reporting_list_files: ['List repository files'], + oracle_epm_tax_reporting_upload_file: [ + { + text: 'Upload', + field: ['fileUpload', 'fileReference'], + core: true, + }, + { + text: 'as', + field: 'fileName', + core: true, + }, + { + text: 'to', + field: 'directory', + }, + ], + oracle_epm_tax_reporting_download_file: [ + { + text: 'Download', + field: 'fileName', + core: true, + }, + ], + }, + }, + }, + subBlocks: [ + { + id: 'credential', + title: 'Oracle EPM Account', + type: 'oauth-input', + serviceId: 'oracle_epm_tax_reporting', + credentialKind: 'service-account', + canonicalParamId: 'oauthCredential', + mode: 'basic', + required: true, + placeholder: 'Select Oracle EPM service account', + }, + { + id: 'manualCredential', + title: 'Oracle EPM Account', + type: 'short-input', + canonicalParamId: 'oauthCredential', + mode: 'advanced', + required: true, + placeholder: 'Enter credential ID', + }, + { + id: 'operation', + title: 'Operation', + type: 'dropdown', + options: [ + { id: 'oracle_epm_tax_reporting_get_api_version', label: 'Get API Version' }, + { id: 'oracle_epm_tax_reporting_list_applications', label: 'List Applications' }, + { id: 'oracle_epm_tax_reporting_list_job_definitions', label: 'List Job Definitions' }, + { id: 'oracle_epm_tax_reporting_get_member', label: 'Get Member' }, + { id: 'oracle_epm_tax_reporting_add_member', label: 'Add Member' }, + { id: 'oracle_epm_tax_reporting_export_data_slice', label: 'Export Data Slice' }, + { id: 'oracle_epm_tax_reporting_import_data_slice', label: 'Import Data Slice' }, + { id: 'oracle_epm_tax_reporting_clear_data_slice', label: 'Clear Data Slice' }, + { id: 'oracle_epm_tax_reporting_copy_data', label: 'Copy Data' }, + { id: 'oracle_epm_tax_reporting_clear_data', label: 'Clear Data' }, + { id: 'oracle_epm_tax_reporting_run_rule', label: 'Run Rule' }, + { id: 'oracle_epm_tax_reporting_run_ruleset', label: 'Run Ruleset' }, + { id: 'oracle_epm_tax_reporting_execute_job', label: 'Execute Job' }, + { id: 'oracle_epm_tax_reporting_get_job_status', label: 'Get Job Status' }, + { id: 'oracle_epm_tax_reporting_get_job_details', label: 'Get Job Details' }, + { id: 'oracle_epm_tax_reporting_get_child_job_details', label: 'Get Child Job Details' }, + { id: 'oracle_epm_tax_reporting_export_metadata', label: 'Export Metadata' }, + { id: 'oracle_epm_tax_reporting_import_metadata', label: 'Import Metadata' }, + { + id: 'oracle_epm_tax_reporting_import_supplemental_collection_data', + label: 'Import Supplemental Collection Data', + }, + { id: 'oracle_epm_tax_reporting_deploy_form_templates', label: 'Deploy Form Templates' }, + { + id: 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + label: 'Import Supplemental Dimension Members', + }, + { id: 'oracle_epm_tax_reporting_generate_report', label: 'Generate Report' }, + { + id: 'oracle_epm_tax_reporting_generate_user_details_report', + label: 'Generate User Details Report', + }, + { id: 'oracle_epm_tax_reporting_get_report_status', label: 'Get Report Status' }, + { id: 'oracle_epm_tax_reporting_list_files', label: 'List Files' }, + { id: 'oracle_epm_tax_reporting_upload_file', label: 'Upload File' }, + { id: 'oracle_epm_tax_reporting_download_file', label: 'Download File' }, + ], + value: () => 'oracle_epm_tax_reporting_list_applications', + required: true, + }, + { + id: 'applicationSelector', + title: 'Application', + type: 'project-selector', + serviceId: 'oracle_epm_tax_reporting', + selectorKey: 'oracle_epm_tax_reporting.applications', + canonicalParamId: 'application', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select application', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_list_job_definitions', + 'oracle_epm_tax_reporting_get_member', + 'oracle_epm_tax_reporting_add_member', + 'oracle_epm_tax_reporting_export_data_slice', + 'oracle_epm_tax_reporting_import_data_slice', + 'oracle_epm_tax_reporting_clear_data_slice', + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + ], + }, + required: (values) => ({ + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_list_job_definitions', + 'oracle_epm_tax_reporting_get_member', + 'oracle_epm_tax_reporting_add_member', + 'oracle_epm_tax_reporting_export_data_slice', + 'oracle_epm_tax_reporting_import_data_slice', + 'oracle_epm_tax_reporting_clear_data_slice', + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + ...(values?.jobFamily !== 'supplemental_dimension' + ? ['oracle_epm_tax_reporting_get_job_status'] + : []), + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + ], + }), + }, + { + id: 'applicationManual', + title: 'Application', + type: 'short-input', + canonicalParamId: 'application', + mode: 'advanced', + placeholder: 'Exact name or reference', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_list_job_definitions', + 'oracle_epm_tax_reporting_get_member', + 'oracle_epm_tax_reporting_add_member', + 'oracle_epm_tax_reporting_export_data_slice', + 'oracle_epm_tax_reporting_import_data_slice', + 'oracle_epm_tax_reporting_clear_data_slice', + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + ], + }, + required: (values) => ({ + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_list_job_definitions', + 'oracle_epm_tax_reporting_get_member', + 'oracle_epm_tax_reporting_add_member', + 'oracle_epm_tax_reporting_export_data_slice', + 'oracle_epm_tax_reporting_import_data_slice', + 'oracle_epm_tax_reporting_clear_data_slice', + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + ...(values?.jobFamily !== 'supplemental_dimension' + ? ['oracle_epm_tax_reporting_get_job_status'] + : []), + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + ], + }), + }, + { + id: 'jobNameSelector', + title: 'Job Name', + type: 'project-selector', + serviceId: 'oracle_epm_tax_reporting', + selectorKey: 'oracle_epm_tax_reporting.jobDefinitions', + canonicalParamId: 'jobName', + mode: 'basic', + dependsOn: ['oauthCredential', 'application', 'jobType', 'operation'], + placeholder: 'Select job name', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + ], + }, + }, + { + id: 'jobNameManual', + title: 'Job Name', + type: 'short-input', + canonicalParamId: 'jobName', + mode: 'advanced', + placeholder: 'Exact name or reference', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + ], + }, + }, + { + id: 'jobType', + title: 'Job Type', + type: 'dropdown', + placeholder: 'Supported saved job type: RULES, RULESET, EXPORT_METADATA, or IMPORT_METADATA.', + options: [ + { id: 'RULES', label: 'RULES' }, + { id: 'RULESET', label: 'RULESET' }, + { id: 'EXPORT_METADATA', label: 'EXPORT_METADATA' }, + { id: 'IMPORT_METADATA', label: 'IMPORT_METADATA' }, + ], + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_list_job_definitions', + 'oracle_epm_tax_reporting_execute_job', + ], + }, + required: { field: 'operation', value: ['oracle_epm_tax_reporting_execute_job'] }, + }, + { + id: 'parameters', + title: 'Parameters', + type: 'long-input', + placeholder: + 'JSON object of documented job parameters or tenant-defined runtime prompts. Rule prompt values must be strings; preserve exact prompt names.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_generate_report', + ], + }, + required: false, + rows: 5, + wandConfig: { + enabled: true, + prompt: + 'Return only a JSON object using documented parameters for the selected operation or exact tenant-provided runtime prompt names. Rule and ruleset values must be strings; do not invent prompts. For execute_job metadata jobs, use only exportZipFileName or importZipFileName, refreshCube, errorFile as appropriate.', + placeholder: 'Describe the exact tenant inputs and intended scope', + }, + }, + { + id: 'dimension', + title: 'Dimension', + type: 'short-input', + placeholder: + 'Exact dimension name, such as Entity or Jurisdiction, as configured in this tenant.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_get_member', + 'oracle_epm_tax_reporting_add_member', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_get_member', + 'oracle_epm_tax_reporting_add_member', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + ], + }, + }, + { + id: 'memberName', + title: 'Member Name', + type: 'short-input', + placeholder: 'Exact dimension member name.', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_member', 'oracle_epm_tax_reporting_add_member'], + }, + required: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_member', 'oracle_epm_tax_reporting_add_member'], + }, + }, + { + id: 'parentName', + title: 'Parent Name', + type: 'short-input', + placeholder: 'Parent member enabled for dynamic children, after a cube refresh.', + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_add_member'] }, + required: { field: 'operation', value: ['oracle_epm_tax_reporting_add_member'] }, + }, + { + id: 'planType', + title: 'Plan Type', + type: 'short-input', + placeholder: 'Exact Tax Reporting cube/plan type name configured in the application.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_export_data_slice', + 'oracle_epm_tax_reporting_import_data_slice', + 'oracle_epm_tax_reporting_clear_data_slice', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_export_data_slice', + 'oracle_epm_tax_reporting_import_data_slice', + 'oracle_epm_tax_reporting_clear_data_slice', + ], + }, + }, + { + id: 'gridDefinition', + title: 'Grid Definition', + type: 'long-input', + placeholder: + 'JSON region with pov: {dimensions?: string[], members: string[][]}, columns and rows arrays of the same axis shape. Use exact tenant dimension/member names or documented member-selection expressions. Optional suppressMissingBlocks, suppressMissingRows, suppressMissingColumns booleans.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_export_data_slice', + 'oracle_epm_tax_reporting_clear_data_slice', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_export_data_slice', + 'oracle_epm_tax_reporting_clear_data_slice', + ], + }, + rows: 5, + wandConfig: { + enabled: true, + prompt: + 'Return only a JSON grid definition with pov {dimensions, members}, columns and rows arrays of {dimensions, members}. Members is an array of string arrays corresponding to dimensions. Use only exact tenant-provided cube, scenario, year, period, entity and jurisdiction member names. Do not invent members or broaden the requested clear/export region.', + placeholder: 'Describe the exact tenant inputs and intended scope', + }, + }, + { + id: 'dataGrid', + title: 'Data Grid', + type: 'long-input', + placeholder: + 'JSON grid with pov: string[], columns: string[][], rows: [{headers: string[], data: (string | number)[]}]. Values overwrite existing cells by default; #missing clears a cell. Cell notes and supporting details are not handled by this tool.', + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_import_data_slice'] }, + required: { field: 'operation', value: ['oracle_epm_tax_reporting_import_data_slice'] }, + rows: 5, + wandConfig: { + enabled: true, + prompt: + 'Return only core import JSON {pov: string[], columns: string[][], rows: [{headers: string[], data: (string|number)[]}]}. Use exact tenant-provided dimension order and members. Do not include notes or supporting detail, infer tax amounts, or expand the requested region.', + placeholder: 'Describe the exact tenant inputs and intended scope', + }, + }, + { + id: 'aggregateEssbaseData', + title: 'Aggregate Essbase Data', + type: 'switch', + placeholder: + 'Add numeric values to existing values when true; overwrite when false. Do not retry an uncertain additive import.', + defaultValue: false, + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_import_data_slice'] }, + required: false, + mode: 'advanced', + }, + { + id: 'dateFormat', + title: 'Date Format', + type: 'short-input', + placeholder: + 'Data slices: MM-DD-YYYY, DD-MM-YYYY, YYYY-MM-DD, MM/DD/YYYY, DD/MM/YYYY, or YYYY/MM/DD. Supplemental member import: the tenant CSV date format (Oracle default MM-dd-yyyy).', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_import_data_slice', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + ], + }, + required: false, + mode: 'advanced', + }, + { + id: 'strictDateValidation', + title: 'Strict Date Validation', + type: 'switch', + placeholder: 'Reject dates that do not match dateFormat (Oracle default true).', + defaultValue: true, + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_import_data_slice'] }, + required: false, + mode: 'advanced', + }, + { + id: 'clearEssbaseData', + title: 'Clear Essbase Data', + type: 'switch', + placeholder: 'Clear numeric cube data (default true). This is destructive.', + defaultValue: true, + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_clear_data_slice'] }, + required: false, + }, + { + id: 'clearPlanningData', + title: 'Clear Planning Data', + type: 'switch', + placeholder: + 'Delete cell notes, attachments, and supporting details (default false). This is destructive.', + defaultValue: false, + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_clear_data_slice'] }, + required: false, + }, + { + id: 'profileName', + title: 'Profile Name', + type: 'short-input', + placeholder: + 'Name of an existing Tax Reporting copy or clear data profile; its saved configuration determines the affected POV.', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_copy_data', 'oracle_epm_tax_reporting_clear_data'], + }, + required: { + field: 'operation', + value: ['oracle_epm_tax_reporting_copy_data', 'oracle_epm_tax_reporting_clear_data'], + }, + }, + { + id: 'waitForCompletion', + title: 'Wait For Completion', + type: 'switch', + placeholder: + 'Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting.', + defaultValue: false, + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + 'oracle_epm_tax_reporting_generate_report', + 'oracle_epm_tax_reporting_generate_user_details_report', + 'oracle_epm_tax_reporting_get_report_status', + ], + }, + required: false, + }, + { + id: 'jobId', + title: 'Job Id', + type: 'short-input', + placeholder: 'Submitted Oracle job instance ID, not a job definition name.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + 'oracle_epm_tax_reporting_get_report_status', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + 'oracle_epm_tax_reporting_get_report_status', + ], + }, + }, + { + id: 'jobFamily', + title: 'Job Family', + type: 'dropdown', + value: () => 'planning', + placeholder: + 'planning (default), supplemental_collection (fcmjobs), or supplemental_dimension (sdm/jobs). Use the family that submitted the job.', + options: [ + { id: 'planning', label: 'planning' }, + { id: 'supplemental_collection', label: 'supplemental_collection' }, + { id: 'supplemental_dimension', label: 'supplemental_dimension' }, + ], + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_get_job_status'] }, + required: false, + }, + { + id: 'childJobId', + title: 'Child Job Id', + type: 'short-input', + placeholder: 'Child job ID from the parent job details child-job-details link.', + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_get_child_job_details'] }, + required: { field: 'operation', value: ['oracle_epm_tax_reporting_get_child_job_details'] }, + }, + { + id: 'limit', + title: 'Limit', + type: 'short-input', + placeholder: 'Page size, 1-100 (default 25). One page is returned.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + ], + }, + required: false, + mode: 'advanced', + }, + { + id: 'offset', + title: 'Offset', + type: 'short-input', + placeholder: 'Zero-based offset, 0-100000 (default 0). No automatic fetch-all.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + ], + }, + required: false, + mode: 'advanced', + }, + { + id: 'messageType', + title: 'Message Type', + type: 'dropdown', + placeholder: 'Filter detailed messages by INFO, ERROR, or WARNING.', + options: [ + { id: 'INFO', label: 'INFO' }, + { id: 'ERROR', label: 'ERROR' }, + { id: 'WARNING', label: 'WARNING' }, + ], + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + ], + }, + required: false, + mode: 'advanced', + }, + { + id: 'exportZipFileName', + title: 'Export Zip File Name', + type: 'short-input', + placeholder: 'Optional ZIP output filename for the saved metadata export job.', + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_export_metadata'] }, + required: false, + mode: 'advanced', + }, + { + id: 'importZipFileName', + title: 'Import Zip File Name', + type: 'short-input', + placeholder: + 'Optional ZIP filename already uploaded to the Oracle repository for the saved metadata import job.', + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_import_metadata'] }, + required: false, + mode: 'advanced', + }, + { + id: 'refreshCube', + title: 'Refresh Cube', + type: 'dropdown', + placeholder: 'Refresh the cube after importing metadata when true.', + value: () => '', + options: [ + { id: '', label: 'Use saved job default' }, + { id: 'false', label: 'false' }, + { id: 'true', label: 'true' }, + ], + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_import_metadata'] }, + required: false, + mode: 'advanced', + }, + { + id: 'errorFile', + title: 'Error File', + type: 'short-input', + placeholder: + 'ZIP filename for metadata import errors; an existing file of the same name is overwritten.', + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_import_metadata'] }, + required: false, + mode: 'advanced', + }, + { + id: 'fileName', + title: 'File Name', + type: 'short-input', + placeholder: + 'Exact Oracle repository filename/path. Supply raw names, not pre-encoded URL text. Upload fails if a file already exists.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + 'oracle_epm_tax_reporting_generate_user_details_report', + 'oracle_epm_tax_reporting_upload_file', + 'oracle_epm_tax_reporting_download_file', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + 'oracle_epm_tax_reporting_generate_user_details_report', + 'oracle_epm_tax_reporting_upload_file', + 'oracle_epm_tax_reporting_download_file', + ], + }, + }, + { + id: 'submissionName', + title: 'Submission Name', + type: 'short-input', + placeholder: 'Optional name for this supplemental job submission', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + ], + }, + }, + { + id: 'collection', + title: 'Collection', + type: 'short-input', + placeholder: 'Exact Supplemental Data collection name. Supplemental Data must be enabled.', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_import_supplemental_collection_data'], + }, + required: { + field: 'operation', + value: ['oracle_epm_tax_reporting_import_supplemental_collection_data'], + }, + }, + { + id: 'year', + title: 'Year', + type: 'short-input', + placeholder: 'Collection year member, for example FY26; tenant-specific.', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_import_supplemental_collection_data'], + }, + required: { + field: 'operation', + value: ['oracle_epm_tax_reporting_import_supplemental_collection_data'], + }, + }, + { + id: 'period', + title: 'Period', + type: 'short-input', + placeholder: 'Collection period member, for example Jan; tenant-specific.', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_import_supplemental_collection_data'], + }, + required: { + field: 'operation', + value: ['oracle_epm_tax_reporting_import_supplemental_collection_data'], + }, + }, + { + id: 'frequencyDimensions', + title: 'Frequency Dimensions', + type: 'long-input', + placeholder: + 'JSON object of additional collection-interval frequency dimension names and member strings. Preserve case. For template deployment supply all configured dimensions (up to four), including Year/Period when applicable.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + ], + }, + required: false, + rows: 5, + wandConfig: { + enabled: true, + prompt: + 'Return only a JSON object mapping exact tenant-provided collection interval frequency dimension names to member strings. Preserve case; do not invent dimensions. Collection import has dedicated year and period fields; template deployment may include Year and Period here.', + placeholder: 'Describe the exact tenant inputs and intended scope', + }, + }, + { + id: 'collectionIntervalName', + title: 'Collection Interval Name', + type: 'short-input', + placeholder: 'Existing Supplemental Data collection interval name.', + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_deploy_form_templates'] }, + required: { field: 'operation', value: ['oracle_epm_tax_reporting_deploy_form_templates'] }, + }, + { + id: 'templates', + title: 'Templates', + type: 'long-input', + placeholder: + 'Template name array. An explicit empty array deploys ALL templates for the interval; use named templates to limit scope.', + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_deploy_form_templates'] }, + required: { field: 'operation', value: ['oracle_epm_tax_reporting_deploy_form_templates'] }, + rows: 5, + wandConfig: { + enabled: true, + prompt: + 'Return only an array of exact tenant-provided Supplemental Data template names. An empty array deploys ALL templates; never use it unless the user explicitly requests all templates.', + placeholder: 'Describe the exact tenant inputs and intended scope', + }, + }, + { + id: 'resetWorkflows', + title: 'Reset Workflows', + type: 'switch', + placeholder: 'Reset existing form workflows during deployment (default false).', + defaultValue: false, + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_deploy_form_templates'] }, + required: false, + }, + { + id: 'importMode', + title: 'Import Mode', + type: 'dropdown', + value: () => 'Replace', + placeholder: + 'Replace (default) or Update supplemental dimension members. Replace can remove existing members.', + options: [ + { id: 'Replace', label: 'Replace' }, + { id: 'Update', label: 'Update' }, + ], + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_import_supplemental_dimension_members'], + }, + required: false, + }, + { + id: 'delimiter', + title: 'Delimiter', + type: 'short-input', + placeholder: 'Single-character supplemental CSV delimiter (Oracle default comma).', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_import_supplemental_dimension_members'], + }, + required: false, + mode: 'advanced', + }, + { + id: 'groupName', + title: 'Group Name', + type: 'short-input', + placeholder: 'Configured report group, such as Task Manager.', + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_generate_report'] }, + required: { field: 'operation', value: ['oracle_epm_tax_reporting_generate_report'] }, + }, + { + id: 'reportName', + title: 'Report Name', + type: 'short-input', + placeholder: 'Exact existing report name. Provide all parameters required by that report.', + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_generate_report'] }, + required: { field: 'operation', value: ['oracle_epm_tax_reporting_generate_report'] }, + }, + { + id: 'generatedReportFileName', + title: 'Generated Report File Name', + type: 'short-input', + placeholder: + 'Output filename with matching extension. Existing files with this name are overwritten. Defaults to the report name in Oracle.', + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_generate_report'] }, + required: false, + mode: 'advanced', + }, + { + id: 'format', + title: 'Format', + type: 'dropdown', + value: () => '', + options: (params) => [ + { id: '', label: 'Oracle default (PDF report / CSV user details)' }, + ...(params?.values.operation === 'oracle_epm_tax_reporting_generate_user_details_report' + ? ['CSV', 'XLS'] + : ['HTML', 'PDF', 'XLSX', 'CSV'] + ).map((id) => ({ id, label: id })), + ], + placeholder: 'Report format.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_generate_report', + 'oracle_epm_tax_reporting_generate_user_details_report', + ], + }, + required: false, + }, + { + id: 'module', + title: 'Module', + type: 'dropdown', + options: (params) => + (params?.values.operation === 'oracle_epm_tax_reporting_generate_report' + ? ['FCM', 'SDM'] + : ['FCCS', 'SDM'] + ).map((id) => ({ id, label: id })), + placeholder: + 'Report generation: FCM (Task Manager) or SDM. Report status: FCCS (Task Manager) or SDM.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_generate_report', + 'oracle_epm_tax_reporting_get_report_status', + ], + }, + required: (values) => ({ + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_generate_report', + ...(values?.reportStatusRoute !== 'user_details' + ? ['oracle_epm_tax_reporting_get_report_status'] + : []), + ], + }), + }, + { + id: 'reportStatusRoute', + title: 'Report Status Route', + type: 'dropdown', + value: () => 'standalone', + placeholder: + 'standalone (default): documented /arm job endpoint; generated_report: route used by Generate Report Job Status links; user_details: route used by User Details Job Status links. They are not interchangeable.', + options: [ + { id: 'standalone', label: 'standalone' }, + { id: 'generated_report', label: 'generated_report' }, + { id: 'user_details', label: 'user_details' }, + ], + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_get_report_status'] }, + required: false, + }, + { + id: 'downloadReport', + title: 'Download Report', + type: 'switch', + placeholder: + 'Store the completed report as a Sim file using its validated report-content link (default false). Requires a workflow execution context.', + defaultValue: false, + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_get_report_status'] }, + required: false, + }, + { + id: 'directory', + title: 'Directory', + type: 'short-input', + placeholder: + 'Optional Oracle inbox or outbox directory, including a subdirectory. Other EPM product directories are not supported.', + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_upload_file'] }, + required: false, + mode: 'advanced', + }, + { + id: 'fileUpload', + title: 'Source File', + type: 'file-upload', + canonicalParamId: 'file', + mode: 'basic', + multiple: false, + maxSize: 10, + canvasNoun: 'a file', + required: true, + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_upload_file'] }, + }, + { + id: 'fileReference', + title: 'Source File', + type: 'short-input', + canonicalParamId: 'file', + mode: 'advanced', + placeholder: 'Reference a Sim file', + canvasNoun: 'a file', + required: true, + condition: { field: 'operation', value: ['oracle_epm_tax_reporting_upload_file'] }, + }, + ], + tools: { + access: [ + 'oracle_epm_tax_reporting_get_api_version', + 'oracle_epm_tax_reporting_list_applications', + 'oracle_epm_tax_reporting_list_job_definitions', + 'oracle_epm_tax_reporting_get_member', + 'oracle_epm_tax_reporting_add_member', + 'oracle_epm_tax_reporting_export_data_slice', + 'oracle_epm_tax_reporting_import_data_slice', + 'oracle_epm_tax_reporting_clear_data_slice', + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + 'oracle_epm_tax_reporting_generate_report', + 'oracle_epm_tax_reporting_generate_user_details_report', + 'oracle_epm_tax_reporting_get_report_status', + 'oracle_epm_tax_reporting_list_files', + 'oracle_epm_tax_reporting_upload_file', + 'oracle_epm_tax_reporting_download_file', + ], + config: { + tool: (params) => params.operation, + params: (params) => { + const fields = OPERATION_FIELDS[params.operation] + if (!fields) return {} + const result: Record = { oauthCredential: params.oauthCredential } + for (const key of fields) { + const supplemental = + params.operation === 'oracle_epm_tax_reporting_import_supplemental_collection_data' || + params.operation === 'oracle_epm_tax_reporting_deploy_form_templates' + const value = key === 'jobName' && supplemental ? params.submissionName : params[key] + if (value === undefined || value === null || value === '') continue + if (JSON_FIELDS.has(key)) result[key] = parseTaxJsonInput(value, key) + else if (BOOLEAN_FIELDS.has(key)) result[key] = parseTaxBooleanInput(value) + else if (key === 'file') result[key] = normalizeFileInput(value, { single: true }) + else if (key === 'limit' || key === 'offset') + result[key] = parseOptionalNumberInput(value, key, { + integer: true, + min: key === 'limit' ? 1 : 0, + max: key === 'limit' ? 100 : 100000, + }) + else result[key] = value + } + return result + }, + }, + }, + inputs: { + operation: { type: 'string', description: 'Selected Tax Reporting operation' }, + oauthCredential: { + type: 'string', + description: 'Reusable Oracle EPM service-account credential', + }, + ...{ + application: { + type: 'string', + description: + 'Exact Tax Reporting application name; use application discovery or a tenant-specific reference.', + }, + jobType: { + type: 'string', + description: + 'Supported saved job type: RULES, RULESET, EXPORT_METADATA, or IMPORT_METADATA.', + }, + parameters: { + type: 'json', + description: + 'JSON object of documented job parameters or tenant-defined runtime prompts. Rule prompt values must be strings; preserve exact prompt names.', + }, + dimension: { + type: 'string', + description: + 'Exact dimension name, such as Entity or Jurisdiction, as configured in this tenant.', + }, + memberName: { + type: 'string', + description: 'Exact dimension member name.', + }, + parentName: { + type: 'string', + description: 'Parent member enabled for dynamic children, after a cube refresh.', + }, + planType: { + type: 'string', + description: 'Exact Tax Reporting cube/plan type name configured in the application.', + }, + gridDefinition: { + type: 'json', + description: + 'JSON region with pov: {dimensions?: string[], members: string[][]}, columns and rows arrays of the same axis shape. Use exact tenant dimension/member names or documented member-selection expressions. Optional suppressMissingBlocks, suppressMissingRows, suppressMissingColumns booleans.', + }, + dataGrid: { + type: 'json', + description: + 'JSON grid with pov: string[], columns: string[][], rows: [{headers: string[], data: (string | number)[]}]. Values overwrite existing cells by default; #missing clears a cell. Cell notes and supporting details are not handled by this tool.', + }, + aggregateEssbaseData: { + type: 'boolean', + description: + 'Add numeric values to existing values when true; overwrite when false. Do not retry an uncertain additive import.', + }, + dateFormat: { + type: 'string', + description: + 'Data slices: MM-DD-YYYY, DD-MM-YYYY, YYYY-MM-DD, MM/DD/YYYY, DD/MM/YYYY, or YYYY/MM/DD. Supplemental member import: the tenant CSV date format (Oracle default MM-dd-yyyy).', + }, + strictDateValidation: { + type: 'boolean', + description: 'Reject dates that do not match dateFormat (Oracle default true).', + }, + clearEssbaseData: { + type: 'boolean', + description: 'Clear numeric cube data (default true). This is destructive.', + }, + clearPlanningData: { + type: 'boolean', + description: + 'Delete cell notes, attachments, and supporting details (default false). This is destructive.', + }, + profileName: { + type: 'string', + description: + 'Name of an existing Tax Reporting copy or clear data profile; its saved configuration determines the affected POV.', + }, + waitForCompletion: { + type: 'boolean', + description: + 'Wait at most 120 seconds, subject to the execution deadline. Default false. Timeout or local cancellation does not cancel the Oracle job; check its status before resubmitting.', + }, + jobId: { + type: 'string', + description: 'Submitted Oracle job instance ID, not a job definition name.', + }, + jobFamily: { + type: 'string', + description: + 'planning (default), supplemental_collection (fcmjobs), or supplemental_dimension (sdm/jobs). Use the family that submitted the job.', + }, + childJobId: { + type: 'string', + description: 'Child job ID from the parent job details child-job-details link.', + }, + limit: { + type: 'number', + description: 'Page size, 1-100 (default 25). One page is returned.', + }, + offset: { + type: 'number', + description: 'Zero-based offset, 0-100000 (default 0). No automatic fetch-all.', + }, + messageType: { + type: 'string', + description: 'Filter detailed messages by INFO, ERROR, or WARNING.', + }, + exportZipFileName: { + type: 'string', + description: 'Optional ZIP output filename for the saved metadata export job.', + }, + importZipFileName: { + type: 'string', + description: + 'Optional ZIP filename already uploaded to the Oracle repository for the saved metadata import job.', + }, + refreshCube: { + type: 'boolean', + description: 'Refresh the cube after importing metadata when true.', + }, + errorFile: { + type: 'string', + description: + 'ZIP filename for metadata import errors; an existing file of the same name is overwritten.', + }, + fileName: { + type: 'string', + description: + 'Exact Oracle repository filename/path. Supply raw names, not pre-encoded URL text. Upload fails if a file already exists.', + }, + collection: { + type: 'string', + description: 'Exact Supplemental Data collection name. Supplemental Data must be enabled.', + }, + year: { + type: 'string', + description: 'Collection year member, for example FY26; tenant-specific.', + }, + period: { + type: 'string', + description: 'Collection period member, for example Jan; tenant-specific.', + }, + frequencyDimensions: { + type: 'json', + description: + 'JSON object of additional collection-interval frequency dimension names and member strings. Preserve case. For template deployment supply all configured dimensions (up to four), including Year/Period when applicable.', + }, + collectionIntervalName: { + type: 'string', + description: 'Existing Supplemental Data collection interval name.', + }, + templates: { + type: 'array', + description: + 'Template name array. An explicit empty array deploys ALL templates for the interval; use named templates to limit scope.', + }, + resetWorkflows: { + type: 'boolean', + description: 'Reset existing form workflows during deployment (default false).', + }, + importMode: { + type: 'string', + description: + 'Replace (default) or Update supplemental dimension members. Replace can remove existing members.', + }, + delimiter: { + type: 'string', + description: 'Single-character supplemental CSV delimiter (Oracle default comma).', + }, + groupName: { + type: 'string', + description: 'Configured report group, such as Task Manager.', + }, + reportName: { + type: 'string', + description: 'Exact existing report name. Provide all parameters required by that report.', + }, + generatedReportFileName: { + type: 'string', + description: + 'Output filename with matching extension. Existing files with this name are overwritten. Defaults to the report name in Oracle.', + }, + format: { + type: 'string', + description: 'Report format.', + }, + module: { + type: 'string', + description: + 'Report generation: FCM (Task Manager) or SDM. Report status: FCCS (Task Manager) or SDM.', + }, + reportStatusRoute: { + type: 'string', + description: + 'standalone (default): documented /arm job endpoint; generated_report: route used by Generate Report Job Status links; user_details: route used by User Details Job Status links. They are not interchangeable.', + }, + downloadReport: { + type: 'boolean', + description: + 'Store the completed report as a Sim file using its validated report-content link (default false). Requires a workflow execution context.', + }, + file: { + type: 'file', + description: + 'One authorized Sim UserFile to upload, up to 10 MiB. URLs alone are not accepted.', + }, + directory: { + type: 'string', + description: + 'Optional Oracle inbox or outbox directory, including a subdirectory. Other EPM product directories are not supported.', + }, + jobName: { + type: 'string', + description: + 'Exact deployed rule, ruleset, or saved job definition name. Names are case-sensitive.', + }, + }, + }, + outputs: { + version: { + type: 'string', + description: 'API version', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_api_version'], + }, + }, + lifecycle: { + type: 'string', + description: 'API lifecycle', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_api_version'], + }, + }, + isLatest: { + type: 'boolean', + description: 'Whether this is the latest API version', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_api_version'], + }, + }, + items: { + type: 'array', + description: 'Accessible applications (bounded to 1,000)', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_list_applications', + 'oracle_epm_tax_reporting_list_job_definitions', + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + 'oracle_epm_tax_reporting_list_files', + ], + }, + }, + name: { + type: 'string', + description: 'Member name', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_member', 'oracle_epm_tax_reporting_add_member'], + }, + }, + parentName: { + type: 'string', + description: 'Parent member', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_member', 'oracle_epm_tax_reporting_add_member'], + }, + }, + description: { + type: 'string', + description: 'Member description', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_member', 'oracle_epm_tax_reporting_add_member'], + }, + }, + dataType: { + type: 'string', + description: 'Member data type', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_member', 'oracle_epm_tax_reporting_add_member'], + }, + }, + objectType: { + type: 'number', + description: 'Oracle object type', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_member', 'oracle_epm_tax_reporting_add_member'], + }, + }, + dataStorage: { + type: 'string', + description: 'Storage attribute', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_member', 'oracle_epm_tax_reporting_add_member'], + }, + }, + dimName: { + type: 'string', + description: 'Dimension name', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_member', 'oracle_epm_tax_reporting_add_member'], + }, + }, + twoPass: { + type: 'boolean', + description: 'Two-pass calculation attribute', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_get_member', 'oracle_epm_tax_reporting_add_member'], + }, + }, + pov: { + type: 'array', + description: 'Point-of-view member names', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_export_data_slice'], + }, + }, + columns: { + type: 'array', + description: 'Arrays of column member names', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_export_data_slice'], + }, + }, + rows: { + type: 'array', + description: 'Core data rows (up to 1,000)', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_export_data_slice'], + }, + }, + numAcceptedCells: { + type: 'number', + description: 'Cells accepted for save', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_import_data_slice'], + }, + }, + numUpdateCells: { + type: 'number', + description: 'Cells actually updated', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_import_data_slice'], + }, + }, + numRejectedCells: { + type: 'number', + description: 'Rejected cells', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_import_data_slice', + 'oracle_epm_tax_reporting_clear_data_slice', + ], + }, + }, + rejectedCells: { + type: 'array', + description: 'First 100 rejected cell intersections', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_import_data_slice', + 'oracle_epm_tax_reporting_clear_data_slice', + ], + }, + }, + rejectedCellsWithDetails: { + type: 'array', + description: 'First 100 rejection diagnostics', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_import_data_slice'], + }, + }, + numClearedCells: { + type: 'number', + description: 'Cleared cells', + condition: { + field: 'operation', + value: ['oracle_epm_tax_reporting_clear_data_slice'], + }, + }, + status: { + type: 'number', + description: + 'Oracle status: -1 pending, 0 success; other statuses depend on job family. 2 means cancellation pending for planning jobs.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + 'oracle_epm_tax_reporting_generate_report', + 'oracle_epm_tax_reporting_generate_user_details_report', + 'oracle_epm_tax_reporting_get_report_status', + 'oracle_epm_tax_reporting_list_files', + 'oracle_epm_tax_reporting_upload_file', + ], + }, + }, + jobId: { + type: 'string', + description: 'Submitted job ID, normalized from documented jobId/jobID when returned.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + 'oracle_epm_tax_reporting_generate_report', + 'oracle_epm_tax_reporting_generate_user_details_report', + 'oracle_epm_tax_reporting_get_report_status', + ], + }, + }, + jobName: { + type: 'string', + description: 'Oracle job name', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + ], + }, + }, + details: { + type: 'string', + description: 'Oracle job details', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + 'oracle_epm_tax_reporting_generate_report', + 'oracle_epm_tax_reporting_generate_user_details_report', + 'oracle_epm_tax_reporting_get_report_status', + 'oracle_epm_tax_reporting_list_files', + 'oracle_epm_tax_reporting_upload_file', + ], + }, + }, + descriptiveStatus: { + type: 'string', + description: 'Oracle status description', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + ], + }, + }, + links: { + type: 'array', + description: + 'Documented Oracle links; returned links must be validated before authenticated use.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + 'oracle_epm_tax_reporting_generate_report', + 'oracle_epm_tax_reporting_generate_user_details_report', + 'oracle_epm_tax_reporting_get_report_status', + 'oracle_epm_tax_reporting_upload_file', + ], + }, + }, + detailedStatus: { + type: 'number', + description: 'Oracle granular job status code, when returned.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + ], + }, + }, + waitOutcome: { + type: 'string', + description: + 'Sim local wait outcome: incomplete means waiting stopped before observing completion. The last Oracle snapshot is retained; inspect jobId or Job Status links before any resubmission. This is not an Oracle status or cancellation.', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + 'oracle_epm_tax_reporting_generate_report', + 'oracle_epm_tax_reporting_generate_user_details_report', + 'oracle_epm_tax_reporting_get_report_status', + ], + }, + }, + detail: { + type: 'string', + description: 'Supplemental deployment details when returned under singular detail', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + ], + }, + }, + type: { + type: 'string', + description: 'Report or job type', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_generate_report', + 'oracle_epm_tax_reporting_generate_user_details_report', + 'oracle_epm_tax_reporting_get_report_status', + ], + }, + }, + file: { + type: 'file', + description: + 'Stored report as a canonical Sim UserFile when explicitly requested and complete', + condition: { + field: 'operation', + value: [ + 'oracle_epm_tax_reporting_get_report_status', + 'oracle_epm_tax_reporting_download_file', + ], + }, + }, + }, +} + +export const OracleEpmTaxReportingBlockMeta = { + tags: ['automation', 'data-analytics'], + url: 'https://www.oracle.com/performance-management/tax-reporting/', + templates: [ + { + icon: NetSuiteIcon, + title: 'Run a tax automation rule', + prompt: + 'Create a workflow that selects a deployed Tax Reporting rule, accepts the exact scenario, year, period, entity and jurisdiction runtime prompts supplied by the tax team, submits the rule once, and checks its job status before reporting completion.', + modules: ['workflows'], + category: 'operations', + tags: ['automation', 'reporting'], + }, + { + icon: NetSuiteIcon, + title: 'Back up tax metadata', + prompt: + 'Build a scheduled workflow that runs an existing Tax Reporting metadata export job, waits for success, and downloads its ZIP to a Sim file. Do not begin another export after an uncertain submission.', + modules: ['scheduled', 'files', 'workflows'], + category: 'operations', + tags: ['automation', 'reporting'], + }, + { + icon: NetSuiteIcon, + title: 'Review rejected tax data cells', + prompt: + 'Build a workflow that imports an approved bounded Tax Reporting data grid, separates accepted and rejected cells, and stores the first 100 rejection reasons for a tax analyst. Use Data Integration for general bulk imports.', + modules: ['tables', 'workflows'], + category: 'operations', + tags: ['automation', 'reporting'], + }, + { + icon: NetSuiteIcon, + title: 'Copy a configured tax reporting POV', + prompt: + 'Create a workflow that runs a tax-team-approved copy data profile by name, records its job ID, and monitors completion. The saved profile, not inferred dimension names, defines the source and target POV.', + modules: ['workflows'], + category: 'operations', + tags: ['automation', 'reporting'], + }, + { + icon: NetSuiteIcon, + title: 'Load supplemental collection data', + prompt: + 'Build a workflow that uploads a validated Supplemental Data CSV, imports it into a named collection for an explicit year and period plus tenant frequency dimensions, then polls the supplemental collection job.', + modules: ['files', 'workflows'], + category: 'operations', + tags: ['automation', 'reporting'], + }, + { + icon: NetSuiteIcon, + title: 'Deploy period form templates', + prompt: + 'Create a workflow that accepts an explicit Supplemental Data collection interval and named templates, supplies its configured frequency dimensions, and deploys the templates without resetting workflows. Require deliberate approval before using an empty template list.', + modules: ['workflows'], + category: 'operations', + tags: ['automation', 'reporting'], + }, + { + icon: NetSuiteIcon, + title: 'Generate a tax close report', + prompt: + 'Build a workflow that generates an existing Task Manager report with all configured schedule and period parameters, follows the correct generated-report status family, and stores the completed report as a Sim file.', + modules: ['files', 'workflows'], + category: 'operations', + tags: ['automation', 'reporting'], + }, + { + icon: NetSuiteIcon, + title: 'Audit tax reporting user assignments', + prompt: + 'Create a scheduled workflow that generates a User Details CSV for Tax Reporting, checks the user-details report status family, downloads the report, and sends the authorized tax administrator a summary.', + modules: ['scheduled', 'files', 'workflows'], + category: 'operations', + tags: ['automation', 'reporting'], + }, + ], + skills: [ + { + name: 'run-tax-reporting-rules', + description: 'Launch deployed tax rules and retain job identity.', + content: + '# Launch deployed tax rules and retain job identity.\n\n## Steps\n\n1. Select the application and a deployed RULES or RULESET definition.\n2. Obtain exact runtime prompt names and POV members from the tax team; never assume a universal tax automation rule name.\n3. Submit Run Rule or Run Ruleset once.\n4. Use Get Job Status in the planning family; -1 and cancellation-pending 2 are not completion.\n\n## Output\n\nReturn job ID, status, and any failure details. Local timeout does not cancel Oracle execution.\n\n## Reference\n\n[Oracle API documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/rules.html)', + }, + { + name: 'maintain-tax-metadata', + description: 'Export and import saved metadata jobs with diagnostic follow-up.', + content: + '# Export and import saved metadata jobs with diagnostic follow-up.\n\n## Steps\n\n1. Use a saved export job and wait for success before downloading its ZIP.\n2. For an approved import, upload the ZIP first and run the saved import job.\n3. Refresh the cube only when intended.\n4. Read Get Job Details and child-job diagnostics for rejected metadata.\n\n## Output\n\nReturn file references and job results; never report successful submission as completed import.\n\n## Reference\n\n[Oracle API documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/import_metadata.html)', + }, + { + name: 'inspect-tax-data-slices', + description: 'Read and validate a bounded tax data grid.', + content: + '# Read and validate a bounded tax data grid.\n\n## Steps\n\n1. Obtain the exact cube and dimension member names for the tenant.\n2. Export a narrow grid using explicit dimension names.\n3. Import only approved core cell values and inspect rejection counts and reasons.\n4. Use Data Integration for general bulk movement.\n\n## Output\n\nReturn accepted, updated and rejected counts; explain that cell notes and supporting details are outside this core grid interface.\n\n## Reference\n\n[Oracle API documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/import_dataslices.html)', + }, + { + name: 'generate-tax-close-reports', + description: 'Generate configured close reports and download their output.', + content: + '# Generate configured close reports and download their output.\n\n## Steps\n\n1. Choose Task Manager FCM or Supplemental Data SDM and an existing report.\n2. Supply every parameter required by that report.\n3. Submit once, retaining the exact Job Status link and route family.\n4. Use Get Report Status with generated_report, or user_details for User Details exports, and request a file only after success.\n\n## Output\n\nReturn status and the canonical Sim file. The standalone /arm status route is documented separately and is not an alias.\n\n## Reference\n\n[Oracle API documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/fccstrcs_rest_generate_reports.html)', + }, + { + name: 'deploy-tax-supplemental-templates', + description: 'Deploy a deliberate selection of collection forms.', + content: + '# Deploy a deliberate selection of collection forms.\n\n## Steps\n\n1. Confirm Supplemental Data is enabled and the collection interval already exists.\n2. Obtain its configured frequency dimension names and members.\n3. Supply named templates; an empty array deploys all templates.\n4. Leave resetWorkflows false unless resetting existing workflows is approved.\n\n## Output\n\nReturn the supplemental collection job ID and status.\n\n## Reference\n\n[Oracle API documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/fccs_deploy_form_templates.html)', + }, + { + name: 'import-tax-supplemental-members', + description: 'Import supplemental dimensions without mixing application metadata APIs.', + content: + '# Import supplemental dimensions without mixing application metadata APIs.\n\n## Steps\n\n1. Upload the approved dimension CSV.\n2. Select the exact Supplemental Data dimension and import mode.\n3. Choose Update unless replacing members is explicitly intended; Oracle defaults to Replace.\n4. Poll Get Job Status with supplemental_dimension, which does not take an application.\n\n## Output\n\nReturn the SDM job status and retain the repository filename.\n\n## Reference\n\n[Oracle API documentation](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/sdm_execute_jobs.html)', + }, + ], +} as const satisfies BlockMeta diff --git a/apps/sim/blocks/registry-maps.ts b/apps/sim/blocks/registry-maps.ts index 3b161aa97e4..aba6208b722 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 { + OracleEpmTaxReportingBlock, + OracleEpmTaxReportingBlockMeta, +} from '@/blocks/blocks/oracle_epm_tax_reporting' 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_tax_reporting: OracleEpmTaxReportingBlock, outlook: OutlookBlock, pagerduty: PagerDutyBlock, parallel_ai: ParallelBlock, @@ -917,6 +922,7 @@ export const BLOCK_META_REGISTRY: Record = { onedrive: OneDriveBlockMeta, onepassword: OnePasswordBlockMeta, openai: OpenAIBlockMeta, + oracle_epm_tax_reporting: OracleEpmTaxReportingBlockMeta, outlook: OutlookBlockMeta, pagerduty: PagerDutyBlockMeta, parallel_ai: ParallelBlockMeta, diff --git a/apps/sim/lib/copilot/generated/docs-manifest.ts b/apps/sim/lib/copilot/generated/docs-manifest.ts index 1b9e432d050..c1ca2fdce21 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_tax_reporting.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..0bfbf4b0627 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_tax_reporting: NetSuiteIcon, outlook: OutlookIcon, pagerduty: PagerDutyIcon, parallel_ai: ParallelIcon, diff --git a/apps/sim/lib/internal/oracle-epm-tax-reporting/client.test.ts b/apps/sim/lib/internal/oracle-epm-tax-reporting/client.test.ts new file mode 100644 index 00000000000..0a751fad834 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-tax-reporting/client.test.ts @@ -0,0 +1,128 @@ +/** @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, +})) +vi.mock('@/lib/internal/oracle-epm/files.server', () => ({ + openOracleEpmSourceFile: vi.fn(), + storeOracleEpmDownload: vi.fn(), +})) + +import { + createTaxReportingClient, + taxEndpoints, + taxLinkPolicies, +} from '@/lib/internal/oracle-epm-tax-reporting/client' + +const base = 'https://epm.example.com/gateway' +const auth = { + instanceUrl: base, + accessToken: Buffer.from('integration:password').toString('base64'), +} + +describe('Tax Reporting route contracts', () => { + beforeEach(() => { + vi.clearAllMocks() + mocks.dns.mockResolvedValue({ isValid: true, resolvedIP: '203.0.113.10' }) + mocks.fetch.mockImplementation(async () => Response.json({ status: 0 })) + }) + + it.each([ + ['get_api_version', {}, '/HyperionPlanning/rest/v3'], + ['list_applications', {}, '/HyperionPlanning/rest/v3/applications'], + [ + 'get_member', + { application: 'Tax App', dimension: 'Entity', memberName: 'North America' }, + '/HyperionPlanning/rest/v3/applications/Tax%20App/dimensions/Entity/members/North%20America', + ], + [ + 'get_job_status', + { application: 'Tax', jobId: '224' }, + '/HyperionPlanning/rest/v3/applications/Tax/jobs/224', + ], + [ + 'get_fcm_job', + { application: 'Tax', jobId: '224' }, + '/HyperionPlanning/rest/v3/applications/Tax/fcmjobs/224', + ], + ['get_sdm_job', { jobId: '224' }, '/HyperionPlanning/rest/sdm/v1/jobs/224'], + ['get_report_status', { jobId: '224', module: 'FCCS' }, '/arm/rest/fcmapi/v1/job/FCCS/224'], + [ + 'get_generated_report_status', + { jobId: '224', module: 'FCCS' }, + '/HyperionPlanning/rest/fcmapi/v1/report/job/FCCS/224', + ], + ['get_user_report_status', { jobId: '224' }, '/HyperionPlanning/rest/fcmapi/v1/fcm/job/224'], + ['list_files', {}, '/interop/rest/v2/files/list'], + ] as const)( + 'uses the exact %s route without substituting another API family', + async (key, pathParams, path) => { + await createTaxReportingClient(auth).request(taxEndpoints[key], { pathParams }) + expect(mocks.fetch).toHaveBeenCalledWith( + base + path, + '203.0.113.10', + expect.objectContaining({ method: 'GET', maxRedirects: 0 }) + ) + } + ) + + it('encodes the whole repository path as one parameter', async () => { + mocks.fetch.mockResolvedValue( + new Response('report', { headers: { 'content-type': 'text/csv' } }) + ) + const response = await createTaxReportingClient(auth).request(taxEndpoints.download_file, { + pathParams: { fileName: 'outbox/Tax report.csv' }, + }) + expect(mocks.fetch.mock.calls[0][0]).toBe( + `${base}/interop/rest/11.1.2.3.600/applicationsnapshots/outbox%2FTax%20report.csv/contents` + ) + if ('body' in response) await response.body.cancel() + }) + + it('validates exact Job Status links and refuses other origins, relations, methods, and route families', () => { + const client = createTaxReportingClient(auth) + const href = `${base}/HyperionPlanning/rest/fcmapi/v1/report/job/FCCS/224` + expect( + client.validateReturnedLink(taxLinkPolicies.reportJob, { + rel: 'Job Status', + href, + method: 'GET', + }) + ).toBeDefined() + for (const link of [ + { rel: 'job status', href }, + { rel: 'Job Status', href, method: 'POST' }, + { rel: 'Job Status', href: href.replace('epm.example.com', 'other.example.com') }, + { rel: 'Job Status', href: `${base}/arm/rest/fcmapi/v1/job/FCCS/224` }, + { rel: 'Job Status', href: href.replace('/gateway', '') }, + ]) + expect(() => client.validateReturnedLink(taxLinkPolicies.reportJob, link)).toThrow() + expect(mocks.fetch).not.toHaveBeenCalled() + }) + + it('never retries a failed mutation submission', async () => { + mocks.fetch.mockImplementation(async () => new Response(null, { status: 503 })) + await expect( + createTaxReportingClient(auth).request(taxEndpoints.submit_job, { + pathParams: { application: 'Tax' }, + json: { jobType: 'RULES', jobName: 'Tax Rule' }, + }) + ).rejects.toThrow() + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + + it('rejects upload directory traversal at the declared endpoint boundary', async () => { + await expect( + createTaxReportingClient(auth).request(taxEndpoints.upload_file, { + pathParams: { fileName: 'tax.csv' }, + query: { extDirPath: 'inbox/../outbox' }, + stream: Buffer.from('tax'), + }) + ).rejects.toThrow() + expect(mocks.fetch).not.toHaveBeenCalled() + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-tax-reporting/client.ts b/apps/sim/lib/internal/oracle-epm-tax-reporting/client.ts new file mode 100644 index 00000000000..3c22243860c --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-tax-reporting/client.ts @@ -0,0 +1,172 @@ +import { + createOracleEpmClient, + defineOracleEpmRouteSpace, + oracleEpmLiteral as literal, + oracleEpmPathParameter as parameter, +} from '@/lib/internal/oracle-epm' +import type { + OracleEpmEndpointDeclaration, + OracleEpmPathPart, + OracleEpmRouteSpace, +} from '@/lib/internal/oracle-epm/types' +import { TAX_UPLOAD_DIRECTORY_PATTERN } from '@/tools/oracle_epm_tax_reporting/utils' + +/** Product-owned limits; requests never retry a potentially accepted mutation. */ +export const TAX_JSON_BYTES = 2 * 1024 * 1024 +export const TAX_UPLOAD_BYTES = 10 * 1024 * 1024 +export const TAX_DOWNLOAD_BYTES = 100 * 1024 * 1024 +export const TAX_MAX_ITEMS = 1000 + +const planning = defineOracleEpmRouteSpace({ + context: ['HyperionPlanning', 'rest'], + allowedVersions: ['v3'], +}) +const supplemental = defineOracleEpmRouteSpace({ + context: ['HyperionPlanning', 'rest', 'sdm'], + allowedVersions: ['v1'], +}) +const reports = defineOracleEpmRouteSpace({ + context: ['HyperionPlanning', 'rest', 'fcmapi'], + allowedVersions: ['v1'], +}) +// Oracle documents this standalone route separately from generated reports' status links. +const reportStatus = defineOracleEpmRouteSpace({ + context: ['arm', 'rest', 'fcmapi'], + allowedVersions: ['v1'], +}) +const files = defineOracleEpmRouteSpace({ + context: ['interop', 'rest'], + allowedVersions: ['v2', '11.1.2.3.600'], +}) + +const name = (key: string) => parameter(key, { maxBytes: 255 }) +const id = (key: string) => parameter(key, { maxBytes: 32, pattern: /^[0-9]+$/ }) +const application = [literal('applications'), name('application')] +const jobs = [...application, literal('jobs')] +const fcmJobs = [...application, literal('fcmjobs')] +const members = [...application, literal('dimensions'), name('dimension'), literal('members')] +const cube = [...application, literal('plantypes'), name('planType')] +const repositoryFile = [ + literal('applicationsnapshots'), + parameter('fileName', { maxBytes: 255, mode: 'repository-path' }), + literal('contents'), +] +const detailQuery = { + q: { kind: 'string' as const, maxBytes: 256 }, + offset: { kind: 'integer' as const, minimum: 0, maximum: 100000 }, + limit: { kind: 'integer' as const, minimum: 1, maximum: 100 }, +} + +function endpoint( + space: OracleEpmRouteSpace, + path: readonly OracleEpmPathPart[], + options: Partial = {} +) { + return space.defineEndpoint({ + method: 'GET', + version: space.allowedVersions[0], + path, + body: 'none', + response: 'json', + timeoutMs: 30000, + maxResponseBytes: TAX_JSON_BYTES, + ...options, + }) +} +const jsonPost = { method: 'POST' as const, body: 'json' as const, maxRequestBytes: TAX_JSON_BYTES } + +/** Exact resources from Oracle's Tax Reporting applicability table and linked API references. */ +export const taxEndpoints = { + get_api_version: endpoint(planning, []), + list_applications: endpoint(planning, [literal('applications')]), + list_job_definitions: endpoint(planning, [...application, literal('jobdefinitions')], { + query: { q: { kind: 'string', maxBytes: 256 } }, + }), + get_member: endpoint(planning, [...members, name('memberName')]), + add_member: endpoint(planning, members, jsonPost), + export_data_slice: endpoint(planning, [...cube, literal('exportdataslice')], jsonPost), + import_data_slice: endpoint(planning, [...cube, literal('importdataslice')], jsonPost), + clear_data_slice: endpoint(planning, [...cube, literal('cleardataslice')], jsonPost), + submit_job: endpoint(planning, jobs, jsonPost), + get_job_status: endpoint(planning, [...jobs, id('jobId')]), + get_job_details: endpoint(planning, [...jobs, id('jobId'), literal('details')], { + query: detailQuery, + }), + get_child_job_details: endpoint( + planning, + [...jobs, id('jobId'), literal('childjobs'), id('childJobId'), literal('details')], + { query: detailQuery } + ), + submit_fcm_job: endpoint(planning, fcmJobs, jsonPost), + get_fcm_job: endpoint(planning, [...fcmJobs, id('jobId')]), + submit_sdm_job: endpoint(supplemental, [literal('jobs')], jsonPost), + get_sdm_job: endpoint(supplemental, [literal('jobs'), id('jobId')]), + generate_report: endpoint(reports, [literal('report')], jsonPost), + generate_user_details_report: endpoint( + reports, + [literal('fcm'), literal('export'), literal('users')], + jsonPost + ), + get_report_status: endpoint(reportStatus, [ + literal('job'), + parameter('module', { maxBytes: 4, pattern: /^(FCCS|SDM)$/ }), + id('jobId'), + ]), + get_generated_report_status: endpoint(reports, [ + literal('report'), + literal('job'), + parameter('module', { maxBytes: 4, pattern: /^(FCCS|SDM)$/ }), + id('jobId'), + ]), + get_user_report_status: endpoint(reports, [literal('fcm'), literal('job'), id('jobId')]), + list_files: endpoint(files, [literal('files'), literal('list')]), + upload_file: endpoint(files, repositoryFile, { + version: '11.1.2.3.600', + method: 'POST', + body: 'stream', + maxRequestBytes: TAX_UPLOAD_BYTES, + query: { + extDirPath: { kind: 'string', maxBytes: 255, pattern: TAX_UPLOAD_DIRECTORY_PATTERN }, + }, + }), + download_file: endpoint(files, repositoryFile, { + version: '11.1.2.3.600', + response: 'stream', + maxResponseBytes: TAX_DOWNLOAD_BYTES, + }), +} + +/** Only these documented returned relationships can be followed with credentials. */ +export const taxLinkPolicies = { + reportJob: reports.defineReturnedLinkPolicy({ + relation: 'Job Status', + method: 'GET', + endpoint: taxEndpoints.get_generated_report_status, + preserveGatewayBasePath: true, + }), + userReportJob: reports.defineReturnedLinkPolicy({ + relation: 'Job Status', + method: 'GET', + endpoint: taxEndpoints.get_user_report_status, + preserveGatewayBasePath: true, + }), + repositoryReport: files.defineReturnedLinkPolicy({ + relation: 'report-content', + method: 'GET', + endpoint: taxEndpoints.download_file, + preserveGatewayBasePath: true, + }), + generatedReport: reports.defineReturnedLinkPolicy({ + relation: 'report-content', + method: 'GET', + version: 'v1', + path: [name('fileName')], + response: 'stream', + timeoutMs: 30000, + maxResponseBytes: TAX_DOWNLOAD_BYTES, + preserveGatewayBasePath: true, + }), +} + +/** Credentials are injected by Sim, never taken from a model-visible destination input. */ +export const createTaxReportingClient = createOracleEpmClient diff --git a/apps/sim/lib/internal/oracle-epm-tax-reporting/execute-tool.test.ts b/apps/sim/lib/internal/oracle-epm-tax-reporting/execute-tool.test.ts new file mode 100644 index 00000000000..e6a6c6b445c --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-tax-reporting/execute-tool.test.ts @@ -0,0 +1,109 @@ +/** @vitest-environment node */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ execute: vi.fn() })) +vi.mock('@/lib/internal/oracle-epm-tax-reporting/operations', () => ({ + executeTaxReportingOperation: mocks.execute, + TaxReportingContractError: class extends Error {}, +})) +vi.mock('@/lib/internal/oracle-epm/files.server', () => ({ + openOracleEpmSourceFile: vi.fn(), + storeOracleEpmDownload: vi.fn(), +})) + +import { executeTaxReportingTool } from '@/lib/internal/oracle-epm-tax-reporting/execute-tool' +import type { InternalToolOperationCall } from '@/lib/internal/tool-operations/types' + +const call: InternalToolOperationCall = { + toolId: 'oracle_epm_tax_reporting_run_rule', + requestId: 'request', + headers: new Headers(), + context: { userId: 'trusted-user', workflowId: 'trusted-workflow' }, + input: { + oauthCredential: 'credential', + accessToken: 'token', + instanceUrl: 'https://epm.example.com', + application: 'Tax', + jobName: 'Tax Rule', + }, +} + +describe('Tax Reporting internal tool boundary', () => { + it('does not treat positive migration/report status as planning cancellation pending', async () => { + for (const tool of ['list_files', 'generate_report', 'get_report_status']) { + mocks.execute.mockResolvedValueOnce({ status: 2 }) + const response = await executeTaxReportingTool({ + ...call, + toolId: `oracle_epm_tax_reporting_${tool}`, + input: { + ...(call.input as object), + groupName: 'Task Manager', + reportName: 'Late Tasks', + module: tool === 'generate_report' ? 'FCM' : 'FCCS', + jobId: '224', + }, + }) + expect(await response.json()).toMatchObject({ + success: false, + retryable: false, + output: { status: 2 }, + }) + } + }) + + beforeEach(() => { + vi.clearAllMocks() + mocks.execute.mockResolvedValue({ status: 0, jobId: '224' }) + }) + + it('selects behavior from the registered tool ID and uses only trusted context', async () => { + const input = { + ...(call.input as object), + operation: 'clear_data', + _context: { userId: 'forged-user' }, + userId: 'forged-user', + } + const response = await executeTaxReportingTool({ ...call, input }) + expect(response.status).toBe(200) + expect(mocks.execute).toHaveBeenCalledWith( + expect.objectContaining({ operation: 'run_rule' }), + call.context, + undefined + ) + expect(mocks.execute.mock.calls[0][0]).not.toHaveProperty('_context') + expect(mocks.execute.mock.calls[0][0]).not.toHaveProperty('userId') + expect(await response.json()).toEqual({ success: true, output: { status: 0, jobId: '224' } }) + }) + + it('rejects missing inputs and unregistered IDs without provider calls', async () => { + expect((await executeTaxReportingTool({ ...call, input: {} })).status).toBe(400) + expect( + ( + await executeTaxReportingTool({ + ...call, + toolId: 'oracle_epm_tax_reporting_delete_application', + }) + ).status + ).toBe(500) + expect(mocks.execute).not.toHaveBeenCalled() + }) + + it('does not reflect credentials or provider exceptions in an error', async () => { + mocks.execute.mockRejectedValue(new Error('token private-storage-path secret-password')) + const response = await executeTaxReportingTool(call) + expect(response.status).toBe(500) + const body = await response.text() + expect(body).not.toContain('secret-password') + expect(body).not.toContain('private-storage-path') + }) + + it('keeps failed and canceled Oracle jobs distinct from accepted pending jobs', async () => { + for (const status of [-1, 0, 1, 2, 3, 4, 2147483647]) { + mocks.execute.mockResolvedValueOnce({ status, jobId: '224' }) + expect(await (await executeTaxReportingTool(call)).json()).toMatchObject({ + success: [-1, 0, 2].includes(status), + output: { status }, + }) + } + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-tax-reporting/execute-tool.ts b/apps/sim/lib/internal/oracle-epm-tax-reporting/execute-tool.ts new file mode 100644 index 00000000000..14131862aaf --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-tax-reporting/execute-tool.ts @@ -0,0 +1,86 @@ +import { getErrorMessage } from '@sim/utils/errors' +import { z } from 'zod' +import { OracleEpmError } from '@/lib/internal/oracle-epm' +import { + executeTaxReportingOperation, + TaxReportingContractError, +} from '@/lib/internal/oracle-epm-tax-reporting/operations' +import type { TaxOperation } from '@/lib/internal/oracle-epm-tax-reporting/schema' +import { parseTaxInput, TAX_OPERATIONS } from '@/lib/internal/oracle-epm-tax-reporting/schema' +import type { InternalToolOperationHandler } from '@/lib/internal/tool-operations/types' + +export const TAX_REPORTING_TOOL_IDS = TAX_OPERATIONS.map( + (operation) => `oracle_epm_tax_reporting_${operation}` +) +const toolIds = new Set(TAX_REPORTING_TOOL_IDS) + +/** In-process dispatch, with authority supplied only by the executor's trusted context. */ +export const executeTaxReportingTool: InternalToolOperationHandler = async ({ + toolId, + input, + context, + signal, +}) => { + signal?.throwIfAborted() + if (!toolIds.has(toolId)) + return Response.json( + { success: false, error: 'Unsupported Tax Reporting tool' }, + { status: 500 } + ) + let parsed: ReturnType + try { + parsed = parseTaxInput(toolId.slice('oracle_epm_tax_reporting_'.length) as TaxOperation, input) + } catch (error) { + const message = + error instanceof z.ZodError + ? `Invalid Tax Reporting input: ${error.issues[0]?.path.join('.') || 'parameters'}` + : getErrorMessage(error, 'Invalid Tax Reporting input') + return Response.json({ success: false, error: message }, { status: 400 }) + } + try { + const output = await executeTaxReportingOperation(parsed, context, signal) + const planning = + [ + 'copy_data', + 'clear_data', + 'run_rule', + 'run_ruleset', + 'execute_job', + 'export_metadata', + 'import_metadata', + ].includes(parsed.operation) || + (parsed.operation === 'get_job_status' && parsed.jobFamily === 'planning') + const failed = + typeof output.status === 'number' && + output.status !== -1 && + output.status !== 0 && + !(planning && output.status === 2) + return Response.json({ + success: !failed, + output, + ...(failed + ? { retryable: false, error: `Oracle Tax Reporting reported status ${output.status}` } + : {}), + }) + } catch (error) { + signal?.throwIfAborted() + if (error instanceof OracleEpmError) { + return Response.json( + { success: false, error: error.message }, + { status: error.status ?? 502 } + ) + } + if (error instanceof TaxReportingContractError) { + return Response.json({ success: false, error: error.message }, { status: 502 }) + } + // Storage/provider exceptions may contain credentials or tenant URLs. Never reflect them. + return Response.json( + { + success: false, + error: + 'Tax Reporting operation failed; check the inputs, permissions, and Oracle job status before retrying a mutation', + }, + { status: 500 } + ) + } +} diff --git a/apps/sim/lib/internal/oracle-epm-tax-reporting/operations.test.ts b/apps/sim/lib/internal/oracle-epm-tax-reporting/operations.test.ts new file mode 100644 index 00000000000..b5df38ae84b --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-tax-reporting/operations.test.ts @@ -0,0 +1,572 @@ +/** @vitest-environment node */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ + fetch: vi.fn(), + dns: vi.fn(), + open: vi.fn(), + store: vi.fn(), + deadline: vi.fn(), +})) +vi.mock('@/lib/core/execution-limits', () => ({ getExecutionDeadlineAt: mocks.deadline })) +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.open, + storeOracleEpmDownload: mocks.store, +})) + +import { executeTaxReportingOperation } from '@/lib/internal/oracle-epm-tax-reporting/operations' +import type { TaxOperation } from '@/lib/internal/oracle-epm-tax-reporting/schema' +import { parseTaxInput } from '@/lib/internal/oracle-epm-tax-reporting/schema' + +const auth = { + oauthCredential: 'credential', + instanceUrl: 'https://epm.example.com', + accessToken: Buffer.from('user:password').toString('base64'), +} +const context = { + userId: 'trusted-user', + workspaceId: '11111111-1111-4111-8111-111111111111', + workflowId: '22222222-2222-4222-8222-222222222222', + executionId: '33333333-3333-4333-8333-333333333333', +} +const sourceFile = { + id: 'file', + name: 'tax.csv', + key: 'authorized/tax.csv', + size: 3, + type: 'text/csv', + url: 'https://unused.example.com', +} +const gridDefinition = { + pov: { dimensions: ['Scenario'], members: [['Actual']] }, + columns: [{ dimensions: ['Period'], members: [['Jan']] }], + rows: [{ dimensions: ['Entity'], members: [['US']] }], +} +const grid = { pov: ['Actual'], columns: [['Jan']], rows: [{ headers: ['US'], data: ['100'] }] } +const job = { status: -1, jobId: 224, jobName: 'Tax Job', details: null } +const execute = ( + operation: TaxOperation, + input: Record = {}, + signal?: AbortSignal +) => executeTaxReportingOperation(parseTaxInput(operation, { ...auth, ...input }), context, signal) +const wire = () => JSON.parse(mocks.fetch.mock.calls.at(-1)![2].body) + +describe('Tax Reporting provider behavior', () => { + it.each(['standalone', 'generated_report', 'user_details'])( + 'projects only documented report fields for the %s status route', + async (reportStatusRoute) => { + mocks.fetch.mockResolvedValueOnce( + Response.json({ + status: 0, + jobID: 224, + type: 'SDM', + details: null, + jobName: 'Planning-only field', + detailedStatus: 2, + }) + ) + expect( + await execute('get_report_status', { jobId: '224', module: 'SDM', reportStatusRoute }) + ).toEqual({ status: 0, jobId: '224', type: 'SDM', details: null }) + } + ) + + it('preserves accepted job identity when the execution deadline leaves no time to poll', async () => { + mocks.deadline.mockReturnValueOnce(new Date(Date.now() + 1000)) + expect( + await execute('run_rule', { + application: 'Tax', + jobName: 'Tax Rule', + waitForCompletion: true, + }) + ).toMatchObject({ status: -1, jobId: '224', waitOutcome: 'incomplete' }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + + it('preserves the accepted report link after a status-read error without resubmitting', async () => { + const links = [ + { + rel: 'Job Status', + href: `${auth.instanceUrl}/HyperionPlanning/rest/fcmapi/v1/fcm/job/224`, + action: 'GET', + }, + ] + mocks.fetch + .mockResolvedValueOnce(Response.json({ status: -1, links })) + .mockResolvedValueOnce(Response.json({ invalid: true })) + expect( + await execute('generate_user_details_report', { + fileName: 'users.csv', + waitForCompletion: true, + }) + ).toMatchObject({ status: -1, links, waitOutcome: 'incomplete' }) + expect(mocks.fetch.mock.calls.map((call) => call[2].method)).toEqual(['POST', 'GET']) + }) + + it('keeps caller cancellation observable after submission without replaying it', async () => { + const controller = new AbortController() + mocks.fetch.mockResolvedValueOnce(Response.json(job)).mockImplementationOnce(async () => { + controller.abort(new Error('Caller canceled')) + throw controller.signal.reason + }) + await expect( + execute( + 'run_rule', + { application: 'Tax', jobName: 'Tax Rule', waitForCompletion: true }, + controller.signal + ) + ).rejects.toThrow('Caller canceled') + expect(mocks.fetch.mock.calls.map((call) => call[2].method)).toEqual(['POST', 'GET']) + }) + + it('polls planning cancellation pending but never polls positive report failures', async () => { + mocks.fetch + .mockResolvedValueOnce(Response.json({ ...job, status: 2 })) + .mockResolvedValueOnce(Response.json({ ...job, status: 3 })) + expect( + await execute('run_rule', { + application: 'Tax', + jobName: 'Tax Rule', + waitForCompletion: true, + }) + ).toMatchObject({ status: 3 }) + mocks.fetch.mockClear() + mocks.fetch.mockResolvedValueOnce( + Response.json({ status: 2, jobName: 'not documented for reports' }) + ) + expect( + await execute('generate_report', { + groupName: 'Task Manager', + reportName: 'Late Tasks', + module: 'FCM', + waitForCompletion: true, + }) + ).toEqual({ status: 2 }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + + beforeEach(() => { + vi.clearAllMocks() + mocks.dns.mockResolvedValue({ isValid: true, resolvedIP: '203.0.113.10' }) + mocks.fetch.mockImplementation(async () => Response.json(job)) + mocks.open.mockResolvedValue({ + fileName: 'tax.csv', + chunks: (async function* () { + yield Buffer.from('tax') + })(), + }) + mocks.store.mockResolvedValue(sourceFile) + }) + + it.each([ + [ + 'copy_data', + { profileName: 'Approved Copy' }, + { + jobType: 'COPY_DATA', + jobName: 'Execute Profile', + parameters: { ProfileName: 'Approved Copy' }, + }, + ], + [ + 'clear_data', + { profileName: 'Approved Clear' }, + { + jobType: 'CLEAR_DATA', + jobName: 'Execute Profile', + parameters: { ProfileName: 'Approved Clear' }, + }, + ], + [ + 'run_rule', + { jobName: 'Tax Automation', parameters: { Entity: 'US', Scenario: 'Actual' } }, + { + jobType: 'RULES', + jobName: 'Tax Automation', + parameters: { Entity: 'US', Scenario: 'Actual' }, + }, + ], + ['run_ruleset', { jobName: 'Tax Rules' }, { jobType: 'RULESET', jobName: 'Tax Rules' }], + [ + 'export_metadata', + { jobName: 'Export Tax', exportZipFileName: 'tax.zip' }, + { + jobType: 'EXPORT_METADATA', + jobName: 'Export Tax', + parameters: { exportZipFileName: 'tax.zip' }, + }, + ], + [ + 'import_metadata', + { jobName: 'Import Tax', importZipFileName: 'tax.zip', refreshCube: true }, + { + jobType: 'IMPORT_METADATA', + jobName: 'Import Tax', + parameters: { importZipFileName: 'tax.zip', refreshCube: true }, + }, + ], + ] as const)( + '%s submits the documented Tax Reporting job body exactly once', + async (operation, input, body) => { + expect(await execute(operation, { application: 'Tax', ...input })).toMatchObject({ + status: -1, + jobId: '224', + }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + expect(mocks.fetch.mock.calls[0][0]).toBe( + `${auth.instanceUrl}/HyperionPlanning/rest/v3/applications/Tax/jobs` + ) + expect(mocks.fetch.mock.calls[0][2].method).toBe('POST') + expect(wire()).toEqual(body) + } + ) + + it('executes only an exact supported discovered definition', async () => { + mocks.fetch.mockResolvedValueOnce( + Response.json({ items: [{ jobType: 'RULES', jobName: 'Tax Rule' }] }) + ) + await execute('execute_job', { application: 'Tax', jobType: 'RULES', jobName: 'Tax Rule' }) + expect(mocks.fetch).toHaveBeenCalledTimes(2) + expect(wire()).toEqual({ jobType: 'RULES', jobName: 'Tax Rule' }) + mocks.fetch.mockClear() + mocks.fetch.mockResolvedValueOnce(Response.json({ items: [] })) + await expect( + execute('execute_job', { application: 'Tax', jobType: 'RULES', jobName: 'Missing' }) + ).rejects.toThrow('not found') + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + + it('waits by reading job status, not by replaying submission', async () => { + mocks.fetch + .mockResolvedValueOnce(Response.json(job)) + .mockResolvedValueOnce(Response.json({ ...job, status: 0 })) + expect( + await execute('run_rule', { + application: 'Tax', + jobName: 'Tax Rule', + waitForCompletion: true, + }) + ).toMatchObject({ status: 0, jobId: '224' }) + expect(mocks.fetch.mock.calls.map((call) => call[2].method)).toEqual(['POST', 'GET']) + expect(new URL(mocks.fetch.mock.calls[1][0]).pathname).toBe( + '/HyperionPlanning/rest/v3/applications/Tax/jobs/224' + ) + }) + + it('returns a terminal Oracle failure without another submission', async () => { + mocks.fetch + .mockResolvedValueOnce(Response.json(job)) + .mockResolvedValueOnce( + Response.json({ ...job, status: 1, details: 'Invalid runtime prompt' }) + ) + expect( + await execute('run_rule', { + application: 'Tax', + jobName: 'Tax Rule', + waitForCompletion: true, + }) + ).toMatchObject({ status: 1 }) + expect(mocks.fetch).toHaveBeenCalledTimes(2) + }) + + it('does not submit when execution was canceled', async () => { + const controller = new AbortController() + controller.abort(new Error('Canceled')) + await expect( + execute('run_rule', { application: 'Tax', jobName: 'Tax Rule' }, controller.signal) + ).rejects.toThrow('Canceled') + expect(mocks.fetch).not.toHaveBeenCalled() + }) + + it.each([ + [ + 'import_supplemental_collection_data', + { + application: 'Tax', + fileName: 'data.csv', + collection: 'Tax Data', + year: 'FY26', + period: 'Jan', + frequencyDimensions: { Scenario: 'Actual' }, + }, + '/HyperionPlanning/rest/v3/applications/Tax/fcmjobs', + { + jobType: 'IMPORT_SUPPLEMENTAL_COLLECTION_DATA', + parameters: { + fileName: 'data.csv', + collection: 'Tax Data', + year: 'FY26', + period: 'Jan', + Scenario: 'Actual', + }, + }, + ], + [ + 'deploy_form_templates', + { + application: 'Tax', + collectionIntervalName: 'Monthly', + templates: ['Tax Detail'], + frequencyDimensions: { Year: 'FY26', Period: 'Jan' }, + }, + '/HyperionPlanning/rest/v3/applications/Tax/fcmjobs', + { + jobType: 'DEPLOY_FORM_TEMPLATES', + parameters: { + CollectionIntervalName: 'Monthly', + Template: ['Tax Detail'], + ResetWorkflows: false, + Year: 'FY26', + Period: 'Jan', + }, + }, + ], + [ + 'import_supplemental_dimension_members', + { dimension: 'Jurisdiction', fileName: 'members.csv', importMode: 'Update' }, + '/HyperionPlanning/rest/sdm/v1/jobs', + { + jobType: 'SDM_IMPORT_DIM_MEMBERS', + parameters: { + DimensionName: 'Jurisdiction', + FileName: 'members.csv', + importMode: 'Update', + }, + }, + ], + ] as const)( + '%s preserves supplemental casing and route context', + async (operation, input, path, body) => { + await execute(operation, input) + expect(mocks.fetch.mock.calls[0][0]).toBe(auth.instanceUrl + path) + expect(wire()).toEqual(body) + } + ) + + it('exports the core data grid, imports with rejected-cell diagnostics, and clears an explicit region', async () => { + mocks.fetch.mockResolvedValueOnce(Response.json(grid)) + expect( + await execute('export_data_slice', { application: 'Tax', planType: 'Consol', gridDefinition }) + ).toEqual(grid) + expect(wire()).toEqual({ gridDefinition, exportPlanningData: false }) + mocks.fetch.mockResolvedValueOnce( + Response.json({ + numAcceptedCells: 1, + numUpdateCells: 1, + numRejectedCells: 0, + rejectedCells: [], + }) + ) + await execute('import_data_slice', { application: 'Tax', planType: 'Consol', dataGrid: grid }) + expect(wire()).toEqual({ + dataGrid: grid, + customParams: { IncludeRejectedCells: true, IncludeRejectedCellsWithDetails: true }, + }) + mocks.fetch.mockResolvedValueOnce(Response.json({ numClearedCells: 1, numRejectedCells: 0 })) + await execute('clear_data_slice', { application: 'Tax', planType: 'Consol', gridDefinition }) + expect(wire()).toEqual({ gridDefinition, clearEssbaseData: true, clearPlanningData: false }) + }) + + it('uses one page and the documented messageType query for child details', async () => { + mocks.fetch.mockResolvedValueOnce( + Response.json({ + items: [{ msgType: 'ERROR', msgCategory: 'Metadata', msgText: 'Invalid member' }], + }) + ) + expect( + await execute('get_child_job_details', { + application: 'Tax', + jobId: '224', + childJobId: '12', + limit: 10, + offset: 20, + messageType: 'ERROR', + }) + ).toMatchObject({ items: [{ msgType: 'ERROR' }] }) + const url = new URL(mocks.fetch.mock.calls[0][0]) + expect(url.pathname).toBe( + '/HyperionPlanning/rest/v3/applications/Tax/jobs/224/childjobs/12/details' + ) + expect(JSON.parse(url.searchParams.get('q')!)).toEqual({ messageType: 'ERROR' }) + expect(url.searchParams.get('limit')).toBe('10') + expect(url.searchParams.get('offset')).toBe('20') + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + + it.each([ + [ + 'generate_report', + { groupName: 'Task Manager', reportName: 'Late Tasks', module: 'FCM' }, + '/HyperionPlanning/rest/fcmapi/v1/report/job/FCCS/224', + { + groupName: 'Task Manager', + reportName: 'Late Tasks', + module: 'FCM', + format: 'PDF', + runAsync: true, + }, + ], + [ + 'generate_user_details_report', + { fileName: 'users.csv' }, + '/HyperionPlanning/rest/fcmapi/v1/fcm/job/224', + { fileName: 'users.csv', format: 'CSV' }, + ], + ] as const)( + '%s follows only its documented returned status link', + async (operation, input, statusPath, body) => { + mocks.fetch.mockResolvedValueOnce( + Response.json({ + status: -1, + links: [{ rel: 'Job Status', href: auth.instanceUrl + statusPath, action: 'GET' }], + }) + ) + mocks.fetch.mockResolvedValueOnce(Response.json({ status: 0, details: 'Complete' })) + expect(await execute(operation, { ...input, waitForCompletion: true })).toMatchObject({ + status: 0, + }) + expect(JSON.parse(mocks.fetch.mock.calls[0][2].body)).toEqual(body) + expect(mocks.fetch.mock.calls[1][0]).toBe(auth.instanceUrl + statusPath) + } + ) + + it.each([false, true])( + 'rejects an unsafe report status link without another request when waiting is %s', + async (waitForCompletion) => { + mocks.fetch.mockResolvedValueOnce( + Response.json({ + status: -1, + links: [ + { + rel: 'Job Status', + href: 'https://other.example.com/HyperionPlanning/rest/fcmapi/v1/fcm/job/224', + action: 'GET', + }, + ], + }) + ) + await expect( + execute('generate_user_details_report', { fileName: 'users.csv', waitForCompletion }) + ).rejects.toThrow() + expect(mocks.fetch).toHaveBeenCalledTimes(1) + } + ) + + it('returns a trackable no-wait report snapshot without polling or resubmitting', async () => { + const report = { + status: -1, + details: 'In Process', + links: [ + { + rel: 'Job Status', + href: auth.instanceUrl + '/HyperionPlanning/rest/fcmapi/v1/fcm/job/224', + action: 'GET', + }, + ], + } + mocks.fetch.mockResolvedValueOnce(Response.json(report)) + expect(await execute('generate_user_details_report', { fileName: 'users.csv' })).toEqual(report) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + + it('reports an untrackable pending submission without retrying even when not waiting', async () => { + mocks.fetch.mockResolvedValueOnce(Response.json({ status: -1 })) + await expect( + execute('generate_user_details_report', { fileName: 'users.csv' }) + ).rejects.toThrow('do not resubmit automatically') + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + + it('authorizes upload sources before reading and never fetches their URL', async () => { + mocks.open.mockRejectedValueOnce(new Error('File not found')) + await expect(execute('upload_file', { file: sourceFile, fileName: 'tax.csv' })).rejects.toThrow( + 'not found' + ) + expect(mocks.fetch).not.toHaveBeenCalled() + await execute('upload_file', { + file: sourceFile, + fileName: 'tax.csv', + directory: 'inbox/Tax data/v1.2', + }) + expect(mocks.open).toHaveBeenLastCalledWith( + expect.objectContaining({ userId: 'trusted-user', maxBytes: 10 * 1024 * 1024 }) + ) + expect(mocks.fetch.mock.calls[0][2].body).toEqual(Buffer.from('tax')) + expect(mocks.fetch.mock.calls[0][0]).toContain( + 'applicationsnapshots/tax.csv/contents?extDirPath=inbox%2FTax+data%2Fv1.2' + ) + }) + + it.each(['inbox/../outbox', 'outbox/.', 'inbox/nested/..', 'inbox/./nested'])( + 'rejects upload directory %s before reading the source or submitting a mutation', + (directory) => { + expect(() => + execute('upload_file', { file: sourceFile, fileName: 'tax.csv', directory }) + ).toThrow() + expect(mocks.open).not.toHaveBeenCalled() + expect(mocks.fetch).not.toHaveBeenCalled() + } + ) + + it('stores downloads as canonical files and rejects Oracle JSON error bodies', async () => { + mocks.fetch.mockResolvedValueOnce( + new Response('report', { headers: { 'content-type': 'text/csv' } }) + ) + expect(await execute('download_file', { fileName: 'outbox/tax.csv' })).toEqual({ + file: sourceFile, + }) + expect(mocks.store).toHaveBeenCalledWith( + expect.objectContaining({ + fileName: 'tax.csv', + context: { + workspaceId: context.workspaceId, + workflowId: context.workflowId, + executionId: context.executionId, + }, + maxBytes: 100 * 1024 * 1024, + }) + ) + mocks.fetch.mockResolvedValueOnce(Response.json({ status: 1, details: 'File not found' })) + await expect(execute('download_file', { fileName: 'missing.csv' })).rejects.toThrow( + 'JSON error' + ) + expect(mocks.store).toHaveBeenCalledTimes(1) + }) + + it('downloads a completed report only through a validated report-content link', async () => { + mocks.fetch.mockResolvedValueOnce( + Response.json({ + status: 0, + links: [ + { + rel: 'report-content', + href: `${auth.instanceUrl}/interop/rest/11.1.2.3.600/applicationsnapshots/tax%20report.csv/contents`, + action: 'GET', + }, + ], + }) + ) + mocks.fetch.mockResolvedValueOnce( + new Response('report', { headers: { 'content-type': 'text/csv' } }) + ) + expect( + await execute('get_report_status', { jobId: '224', module: 'FCCS', downloadReport: true }) + ).toMatchObject({ status: 0, file: sourceFile }) + expect(mocks.fetch.mock.calls[0][0]).toContain('/arm/rest/fcmapi/v1/job/FCCS/224') + expect(mocks.store).toHaveBeenCalledWith( + expect.objectContaining({ fileName: 'tax report.csv' }) + ) + }) + + it('rejects missing provider response fields instead of treating an arbitrary object as success', async () => { + mocks.fetch.mockResolvedValueOnce(Response.json({ unverified: true })) + await expect(execute('get_job_status', { application: 'Tax', jobId: '224' })).rejects.toThrow( + 'invalid' + ) + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-tax-reporting/operations.ts b/apps/sim/lib/internal/oracle-epm-tax-reporting/operations.ts new file mode 100644 index 00000000000..0951d8ec697 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-tax-reporting/operations.ts @@ -0,0 +1,623 @@ +import type { z } from 'zod' +import type { + OracleEpmClient, + OracleEpmEndpoint, + OracleEpmPollClassification, + OracleEpmRequestInput, + OracleEpmReturnedLinkPolicy, +} from '@/lib/internal/oracle-epm' +import { + openOracleEpmSourceFile, + pollOracleEpmJob, + storeOracleEpmDownload, +} from '@/lib/internal/oracle-epm' +import { + createTaxReportingClient, + TAX_DOWNLOAD_BYTES, + TAX_UPLOAD_BYTES, + taxEndpoints, + taxLinkPolicies, +} from '@/lib/internal/oracle-epm-tax-reporting/client' +import type { TaxInput, TaxJobResult } from '@/lib/internal/oracle-epm-tax-reporting/schema' +import { + apiVersionSchema, + applicationListSchema, + childJobDetailsSchema, + clearSliceResponseSchema, + dataGridSchema, + fileListSchema, + importSliceResponseSchema, + jobDefinitionsSchema, + jobDetailsSchema, + jobResponseSchema, + memberResponseSchema, + reportResponseSchema, + statusResponseSchema, + supplementalResponseSchema, +} from '@/lib/internal/oracle-epm-tax-reporting/schema' +import type { InternalToolOperationContext } from '@/lib/internal/tool-operations/types' +import type { UserFile } from '@/executor/types' + +export class TaxReportingContractError extends Error {} + +/** Omit absent optional wire fields; the foundation accepts JSON values, not undefined. */ +function wireJson(value: unknown, depth = 0): unknown { + if (depth > 12) throw new Error('Tax Reporting request nesting exceeds the supported depth') + if (Array.isArray(value)) return value.map((item) => wireJson(item, depth + 1)) + if (value && typeof value === 'object') { + return Object.fromEntries( + Object.entries(value) + .filter(([, item]) => item !== undefined) + .map(([key, item]) => [key, wireJson(item, depth + 1)]) + ) + } + return value +} + +function project(schema: z.ZodType, data: unknown, label: string): T { + const parsed = schema.safeParse(data) + if (!parsed.success) + throw new TaxReportingContractError(`Tax Reporting returned an invalid ${label} response`) + return parsed.data +} + +async function readJson( + client: OracleEpmClient, + endpoint: OracleEpmEndpoint, + schema: z.ZodType, + input: OracleEpmRequestInput = {} +): Promise { + const response = await client.request( + endpoint, + input.json === undefined ? input : { ...input, json: wireJson(input.json) } + ) + if (!('data' in response)) + throw new TaxReportingContractError('Tax Reporting did not return JSON') + return project(schema, response.data, 'API') +} + +/** Selectors and tools deliberately share the same bounded discovery contracts. */ +export function listTaxApplications(client: OracleEpmClient, signal?: AbortSignal) { + return readJson(client, taxEndpoints.list_applications, applicationListSchema, { signal }) +} +export function listTaxJobDefinitions( + client: OracleEpmClient, + application: string, + jobType?: string, + signal?: AbortSignal +) { + return readJson(client, taxEndpoints.list_job_definitions, jobDefinitionsSchema, { + pathParams: { application }, + query: jobType ? { q: JSON.stringify({ jobType }) } : {}, + signal, + }) +} + +/** Local waiting never cancels the Oracle job; pending cancellation is not a completed job. */ +export function classifyTaxJob( + job: TaxJobResult, + planning = false +): OracleEpmPollClassification { + if (job.status === -1 || (planning && job.status === 2)) return { state: 'pending' as const } + if (job.status === 0) return { state: 'success' as const, result: job } + return { state: 'failure' as const, error: job } +} + +async function waitForJob( + initial: TaxJobResult, + read: (signal: AbortSignal) => Promise, + signal?: AbortSignal, + planning = false +) { + if (classifyTaxJob(initial, planning).state !== 'pending') return initial + let latest = initial + try { + const result = await pollOracleEpmJob({ + read: async (pollSignal) => { + const snapshot = await read(pollSignal) + latest = { ...initial, ...snapshot, jobId: snapshot.jobId ?? initial.jobId } + return latest + }, + classify: (snapshot) => classifyTaxJob(snapshot, planning), + signal, + maxWaitMs: 120000, + cleanupReserveMs: 5000, + maxAttempts: 30, + initialDelayMs: 1000, + maxDelayMs: 5000, + }) + return result.state === 'success' ? result.result : result.error + } catch { + signal?.throwIfAborted() + // A local wait/read failure does not reverse acceptance or cancel the Oracle job. + return { ...latest, waitOutcome: 'incomplete' as const } + } +} + +function jobPath(application: string | undefined, jobId: string): Record { + return application ? { application, jobId } : { jobId } +} + +async function submitJob( + client: OracleEpmClient, + body: unknown, + family: 'planning' | 'collection' | 'dimension', + application: string | undefined, + wait: boolean, + signal?: AbortSignal +) { + const endpoint = + family === 'planning' + ? taxEndpoints.submit_job + : family === 'collection' + ? taxEndpoints.submit_fcm_job + : taxEndpoints.submit_sdm_job + const statusEndpoint = + family === 'planning' + ? taxEndpoints.get_job_status + : family === 'collection' + ? taxEndpoints.get_fcm_job + : taxEndpoints.get_sdm_job + // Submit exactly once. In particular, do not wrap submission in the polling callback. + const responseSchema = family === 'planning' ? jobResponseSchema : supplementalResponseSchema + const job = await readJson(client, endpoint, responseSchema, { + json: body, + pathParams: application ? { application } : {}, + signal, + }) + if (!job.jobId && classifyTaxJob(job, family === 'planning').state === 'pending') { + throw new TaxReportingContractError( + 'Tax Reporting accepted a pending job without a documented job ID; do not resubmit automatically' + ) + } + return wait && job.jobId + ? waitForJob( + job, + (pollSignal) => + readJson(client, statusEndpoint, responseSchema, { + pathParams: jobPath(application, job.jobId!), + signal: pollSignal, + }), + signal, + family === 'planning' + ) + : job +} + +function getReportLink( + client: OracleEpmClient, + job: TaxJobResult, + policy: OracleEpmReturnedLinkPolicy +) { + const candidates = job.links?.filter((link) => link.rel === 'Job Status') ?? [] + if (candidates.length !== 1) + throw new TaxReportingContractError( + 'Tax Reporting accepted a pending report without exactly one Job Status link; do not resubmit automatically' + ) + const link = candidates[0] + return client.validateReturnedLink(policy, { + rel: 'Job Status', + href: link.href, + method: link.action, + }) +} + +async function submitReport( + client: OracleEpmClient, + input: Extract, + signal?: AbortSignal +) { + const isReport = input.operation === 'generate_report' + const body = isReport + ? { + groupName: input.groupName, + reportName: input.reportName, + generatedReportFileName: input.generatedReportFileName, + parameters: input.parameters, + format: input.format, + module: input.module, + runAsync: true, + } + : { fileName: input.fileName, format: input.format } + const initial = await readJson(client, taxEndpoints[input.operation], reportResponseSchema, { + json: body, + signal, + }) + if (classifyTaxJob(initial).state !== 'pending') return initial + const link = getReportLink( + client, + initial, + isReport ? taxLinkPolicies.reportJob : taxLinkPolicies.userReportJob + ) + if (!input.waitForCompletion) return initial + return waitForJob( + initial, + async (pollSignal) => { + const response = await client.requestValidatedLink(link, pollSignal) + if (!('data' in response)) + throw new TaxReportingContractError('Tax Reporting did not return a JSON report status') + return project(reportResponseSchema, response.data, 'report status') + }, + signal + ) +} + +function fileContext(context: InternalToolOperationContext) { + if (!context.workspaceId || !context.workflowId || !context.executionId) { + throw new Error('Tax Reporting downloads require a trusted workflow execution context') + } + return { + workspaceId: context.workspaceId, + workflowId: context.workflowId, + executionId: context.executionId, + } +} + +async function storeDownload( + response: Awaited>, + fileName: string, + context: InternalToolOperationContext, + signal?: AbortSignal +): Promise { + if (!('body' in response)) + throw new TaxReportingContractError('Tax Reporting did not return a file stream') + try { + // Oracle's download API returns JSON for errors, even with an HTTP 200 response. + if (/^application\/json(?:\s*;|$)/i.test(response.contentType ?? '')) { + throw new TaxReportingContractError('Oracle rejected the file download (JSON error response)') + } + return await storeOracleEpmDownload({ + ...response, + fileName, + context: fileContext(context), + maxBytes: TAX_DOWNLOAD_BYTES, + signal, + }) + } catch (error) { + await response.body.cancel().catch(() => undefined) + throw error + } +} + +async function downloadReport( + client: OracleEpmClient, + job: TaxJobResult, + context: InternalToolOperationContext, + signal?: AbortSignal +) { + fileContext(context) + const links = job.links?.filter((link) => link.rel === 'report-content') ?? [] + if (links.length !== 1) + throw new TaxReportingContractError( + 'Tax Reporting did not return exactly one report-content link' + ) + const link = links[0] + let validated: ReturnType | undefined + for (const policy of [taxLinkPolicies.repositoryReport, taxLinkPolicies.generatedReport]) { + try { + validated = client.validateReturnedLink(policy, { + rel: 'report-content', + href: link.href, + method: link.action, + }) + break + } catch { + /* Each alternative remains an exact, same-destination foundation policy. */ + } + } + if (!validated) + throw new TaxReportingContractError( + 'Tax Reporting returned an unsupported or unsafe report download link' + ) + const parts = new URL(link.href, 'https://validated-link.invalid').pathname.split('/') + const filePart = parts.at(-1) === 'contents' ? parts.at(-2) : parts.at(-1) + const fileName = + decodeURIComponent(filePart ?? 'report') + .split(/[/\\]/) + .at(-1) ?? 'report' + return storeDownload( + await client.requestValidatedLink(validated, signal), + fileName, + context, + signal + ) +} + +/** Executes only the 27 registered, product-specific operations. No arbitrary URL or job passthrough. */ +export async function executeTaxReportingOperation( + input: TaxInput, + context: InternalToolOperationContext, + signal?: AbortSignal +): Promise> { + signal?.throwIfAborted() + const client = createTaxReportingClient(input) + switch (input.operation) { + case 'get_api_version': + return readJson(client, taxEndpoints.get_api_version, apiVersionSchema, { signal }) + case 'list_applications': + return listTaxApplications(client, signal) + case 'list_job_definitions': + return listTaxJobDefinitions(client, input.application, input.jobType, signal) + case 'get_member': + return readJson(client, taxEndpoints.get_member, memberResponseSchema, { + pathParams: { + application: input.application, + dimension: input.dimension, + memberName: input.memberName, + }, + signal, + }) + case 'add_member': + return readJson(client, taxEndpoints.add_member, memberResponseSchema, { + pathParams: { application: input.application, dimension: input.dimension }, + json: { memberName: input.memberName, parentName: input.parentName }, + signal, + }) + case 'export_data_slice': + return readJson(client, taxEndpoints.export_data_slice, dataGridSchema, { + pathParams: { application: input.application, planType: input.planType }, + json: { gridDefinition: input.gridDefinition, exportPlanningData: false }, + signal, + }) + case 'import_data_slice': + return readJson(client, taxEndpoints.import_data_slice, importSliceResponseSchema, { + pathParams: { application: input.application, planType: input.planType }, + json: { + dataGrid: input.dataGrid, + aggregateEssbaseData: input.aggregateEssbaseData, + dateFormat: input.dateFormat, + strictDateValidation: input.strictDateValidation, + customParams: { IncludeRejectedCells: true, IncludeRejectedCellsWithDetails: true }, + }, + signal, + }) + case 'clear_data_slice': + return readJson(client, taxEndpoints.clear_data_slice, clearSliceResponseSchema, { + pathParams: { application: input.application, planType: input.planType }, + json: { + gridDefinition: input.gridDefinition, + clearEssbaseData: input.clearEssbaseData, + clearPlanningData: input.clearPlanningData, + }, + signal, + }) + case 'copy_data': + case 'clear_data': + return submitJob( + client, + { + jobType: input.operation === 'copy_data' ? 'COPY_DATA' : 'CLEAR_DATA', + jobName: 'Execute Profile', + parameters: { ProfileName: input.profileName }, + }, + 'planning', + input.application, + input.waitForCompletion, + signal + ) + case 'run_rule': + case 'run_ruleset': + return submitJob( + client, + { + jobType: input.operation === 'run_rule' ? 'RULES' : 'RULESET', + jobName: input.jobName, + parameters: input.parameters, + }, + 'planning', + input.application, + input.waitForCompletion, + signal + ) + case 'execute_job': { + const definitions = await listTaxJobDefinitions( + client, + input.application, + input.jobType, + signal + ) + if ( + !definitions.items.some( + (job) => job.jobName === input.jobName && job.jobType.toUpperCase() === input.jobType + ) + ) { + throw new Error( + 'The selected supported job definition was not found; use its exact deployed name and type' + ) + } + return submitJob( + client, + { jobType: input.jobType, jobName: input.jobName, parameters: input.parameters }, + 'planning', + input.application, + input.waitForCompletion, + signal + ) + } + case 'export_metadata': + return submitJob( + client, + { + jobType: 'EXPORT_METADATA', + jobName: input.jobName, + parameters: { exportZipFileName: input.exportZipFileName }, + }, + 'planning', + input.application, + input.waitForCompletion, + signal + ) + case 'import_metadata': + return submitJob( + client, + { + jobType: 'IMPORT_METADATA', + jobName: input.jobName, + parameters: { + importZipFileName: input.importZipFileName, + refreshCube: input.refreshCube, + errorFile: input.errorFile, + }, + }, + 'planning', + input.application, + input.waitForCompletion, + signal + ) + case 'get_job_status': { + const endpoint = + input.jobFamily === 'planning' + ? taxEndpoints.get_job_status + : input.jobFamily === 'supplemental_collection' + ? taxEndpoints.get_fcm_job + : taxEndpoints.get_sdm_job + const pathParams = jobPath( + input.jobFamily === 'supplemental_dimension' ? undefined : input.application, + input.jobId + ) + const read = (readSignal?: AbortSignal) => + readJson( + client, + endpoint, + input.jobFamily === 'planning' ? jobResponseSchema : supplementalResponseSchema, + { pathParams, signal: readSignal } + ) + const job = await read(signal) + return input.waitForCompletion + ? waitForJob(job, read, signal, input.jobFamily === 'planning') + : job + } + case 'get_job_details': + case 'get_child_job_details': { + const request = { + pathParams: { + application: input.application, + jobId: input.jobId, + ...(input.operation === 'get_child_job_details' ? { childJobId: input.childJobId } : {}), + }, + query: { + limit: input.limit, + offset: input.offset, + ...(input.messageType ? { q: JSON.stringify({ messageType: input.messageType }) } : {}), + }, + signal, + } + return input.operation === 'get_job_details' + ? readJson(client, taxEndpoints.get_job_details, jobDetailsSchema, request) + : readJson(client, taxEndpoints.get_child_job_details, childJobDetailsSchema, request) + } + case 'import_supplemental_collection_data': + return submitJob( + client, + { + jobType: 'IMPORT_SUPPLEMENTAL_COLLECTION_DATA', + jobName: input.jobName, + parameters: { + ...input.frequencyDimensions, + fileName: input.fileName, + collection: input.collection, + year: input.year, + period: input.period, + }, + }, + 'collection', + input.application, + input.waitForCompletion, + signal + ) + case 'deploy_form_templates': + return submitJob( + client, + { + jobType: 'DEPLOY_FORM_TEMPLATES', + jobName: input.jobName, + parameters: { + ...input.frequencyDimensions, + CollectionIntervalName: input.collectionIntervalName, + Template: input.templates, + ResetWorkflows: input.resetWorkflows, + }, + }, + 'collection', + input.application, + input.waitForCompletion, + signal + ) + case 'import_supplemental_dimension_members': + return submitJob( + client, + { + jobType: 'SDM_IMPORT_DIM_MEMBERS', + parameters: { + DimensionName: input.dimension, + FileName: input.fileName, + importMode: input.importMode, + delimiter: input.delimiter, + dateFormat: input.dateFormat, + }, + }, + 'dimension', + undefined, + input.waitForCompletion, + signal + ) + case 'generate_report': + case 'generate_user_details_report': + return submitReport(client, input, signal) + case 'get_report_status': { + if (input.downloadReport) fileContext(context) + const endpoint = + input.reportStatusRoute === 'standalone' + ? taxEndpoints.get_report_status + : input.reportStatusRoute === 'generated_report' + ? taxEndpoints.get_generated_report_status + : taxEndpoints.get_user_report_status + const pathParams: Record = + input.reportStatusRoute === 'user_details' + ? { jobId: input.jobId } + : { jobId: input.jobId, module: input.module! } + const read = (readSignal?: AbortSignal) => + readJson(client, endpoint, reportResponseSchema, { pathParams, signal: readSignal }) + const initial = await read(signal) + const job = input.waitForCompletion ? await waitForJob(initial, read, signal) : initial + return input.downloadReport && job.status === 0 + ? { ...job, file: await downloadReport(client, job, context, signal) } + : job + } + case 'list_files': + return readJson(client, taxEndpoints.list_files, fileListSchema, { signal }) + case 'upload_file': { + if (!context.userId) throw new Error('Tax Reporting uploads require a trusted user context') + const source = await openOracleEpmSourceFile({ + file: input.file as UserFile, + userId: context.userId, + maxBytes: TAX_UPLOAD_BYTES, + signal, + }) + // The foundation stream request accepts a bounded byte buffer, not an arbitrary URL. + const chunks: Buffer[] = [] + for await (const chunk of source.chunks) chunks.push(chunk) + return readJson(client, taxEndpoints.upload_file, statusResponseSchema, { + pathParams: { fileName: input.fileName }, + query: input.directory ? { extDirPath: input.directory } : {}, + stream: Buffer.concat(chunks), + signal, + }) + } + case 'download_file': { + fileContext(context) + const response = await client.request(taxEndpoints.download_file, { + pathParams: { fileName: input.fileName }, + signal, + }) + return { + file: await storeDownload( + response, + input.fileName.split(/[/\\]/).at(-1) ?? input.fileName, + context, + signal + ), + } + } + } +} diff --git a/apps/sim/lib/internal/oracle-epm-tax-reporting/schema.test.ts b/apps/sim/lib/internal/oracle-epm-tax-reporting/schema.test.ts new file mode 100644 index 00000000000..e5771d328ec --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-tax-reporting/schema.test.ts @@ -0,0 +1,175 @@ +/** @vitest-environment node */ +import { describe, expect, it } from 'vitest' +import { + applicationListSchema, + clearSliceResponseSchema, + importSliceResponseSchema, + jobResponseSchema, + memberResponseSchema, + parseTaxInput, +} from '@/lib/internal/oracle-epm-tax-reporting/schema' + +const auth = { + oauthCredential: 'credential', + accessToken: 'token', + instanceUrl: 'https://epm.example.com', +} + +describe('Tax Reporting documented schemas', () => { + it('rejects oversized aggregate grids before schema cloning and rejects cyclic caller data', () => { + const largeCell = 'x'.repeat(16000) + expect(() => + parseTaxInput('import_data_slice', { + ...auth, + application: 'Tax', + planType: 'Consol', + dataGrid: { + pov: ['Actual'], + columns: [['Jan']], + rows: [{ headers: ['US'], data: Array(150).fill(largeCell) }], + }, + }) + ).toThrow('2 MiB') + const cycle: Record = { ...auth } + cycle.self = cycle + expect(() => parseTaxInput('list_applications', cycle)).toThrow('cycles') + expect(jobResponseSchema.parse({ status: 0, jobId: 224, detailedStatus: 2 })).toMatchObject({ + detailedStatus: 2, + }) + }) + + it('rejects unrelated EPM jobs and undocumented metadata parameters before submission', () => { + for (const jobType of ['IMPORT_DATA', 'EXPORT_DATA', 'REFRESH_CUBE', 'DELETE_APPLICATION']) { + expect(() => + parseTaxInput('execute_job', { ...auth, application: 'Tax', jobName: 'Job', jobType }) + ).toThrow() + } + expect(() => + parseTaxInput('execute_job', { + ...auth, + application: 'Tax', + jobName: 'Job', + jobType: 'IMPORT_METADATA', + parameters: { unknownField: true }, + }) + ).toThrow() + }) + + it('preserves exact fully qualified ruleset prompt names without treating them as schema fields', () => { + const parameters = { 'Ruleset.Rule (2).Entity Prompt': 'North America', Scenario: 'Actual' } + expect( + parseTaxInput('run_ruleset', { + ...auth, + application: 'Tax', + jobName: 'Tax Rules', + parameters, + }) + ).toMatchObject({ parameters }) + expect(() => + parseTaxInput('run_rule', { + ...auth, + application: 'Tax', + jobName: 'Tax Rule', + parameters: { Scenario: false }, + }) + ).toThrow() + }) + + it('requires the correct context for each job/status family', () => { + expect(() => parseTaxInput('get_job_status', { ...auth, jobId: '1' })).toThrow('Application') + expect( + parseTaxInput('get_job_status', { ...auth, jobId: '1', jobFamily: 'supplemental_dimension' }) + ).toMatchObject({ jobId: '1' }) + expect(() => parseTaxInput('get_report_status', { ...auth, jobId: '1' })).toThrow('module') + expect( + parseTaxInput('get_report_status', { ...auth, jobId: '1', reportStatusRoute: 'user_details' }) + ).toMatchObject({ jobId: '1' }) + }) + + it('cannot override supplemental protocol fields with frequency dimensions', () => { + const collection = { + ...auth, + application: 'Tax', + fileName: 'data.csv', + collection: 'Tax', + year: 'FY26', + period: 'Jan', + } + expect(() => + parseTaxInput('import_supplemental_collection_data', { + ...collection, + frequencyDimensions: { Year: 'FY27' }, + }) + ).toThrow('override') + expect(() => + parseTaxInput('deploy_form_templates', { + ...auth, + application: 'Tax', + collectionIntervalName: 'Monthly', + templates: [], + frequencyDimensions: { ResetWorkflows: 'true' }, + }) + ).toThrow('override') + expect( + parseTaxInput('deploy_form_templates', { + ...auth, + application: 'Tax', + collectionIntervalName: 'Monthly', + templates: [], + frequencyDimensions: { Year: 'FY26', Period: 'Jan' }, + }) + ).toMatchObject({ templates: [], resetWorkflows: false }) + }) + + it('projects only documented fields and preserves documented nullable values', () => { + expect( + memberResponseSchema.parse({ + name: 'North America', + parentName: 'Global', + description: null, + dimName: 'Entity', + twoPass: false, + internalSecret: 'discard', + }) + ).toEqual({ + name: 'North America', + parentName: 'Global', + description: null, + dimName: 'Entity', + twoPass: false, + }) + expect(jobResponseSchema.parse({ status: -1, jobId: 224, details: null })).toEqual({ + status: -1, + jobId: '224', + details: null, + }) + expect(jobResponseSchema.parse({ status: 0, jobID: 224 })).toEqual({ status: 0, jobId: '224' }) + expect(() => jobResponseSchema.parse({ jobId: 224 })).toThrow() + expect(() => memberResponseSchema.parse({ status: 400, detail: 'Invalid member' })).toThrow() + }) + + it('validates rejected-cell contracts and bounds discovery responses', () => { + expect( + importSliceResponseSchema.parse({ + numAcceptedCells: 4, + numUpdateCells: 4, + numRejectedCells: 0, + rejectedCells: [], + rejectedCellsWithDetails: [], + }) + ).toMatchObject({ numAcceptedCells: 4 }) + expect( + clearSliceResponseSchema.parse({ + numClearedCells: 31, + numRejectedCells: 1, + rejectedCells: ['Entity,Jan'], + }) + ).toMatchObject({ numRejectedCells: 1 }) + expect(() => + importSliceResponseSchema.parse({ numAcceptedCells: '4', numRejectedCells: 0 }) + ).toThrow() + expect(() => + applicationListSchema.parse({ items: Array.from({ length: 1001 }, () => ({ name: 'Tax' })) }) + ).toThrow() + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-tax-reporting/schema.ts b/apps/sim/lib/internal/oracle-epm-tax-reporting/schema.ts new file mode 100644 index 00000000000..b2e2a040c55 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-tax-reporting/schema.ts @@ -0,0 +1,483 @@ +import { z } from 'zod' +import { userFileSchema } from '@/lib/api/contracts/primitives' +import { + assertTaxInputBudget, + TAX_UPLOAD_DIRECTORY_PATTERN, +} from '@/tools/oracle_epm_tax_reporting/utils' + +const name = z.string().min(1).max(255) +const text = z.string().max(16384) +const id = z.string().regex(/^[0-9]{1,32}$/) +const count = z.number().int().nonnegative().safe() +const scalar = z.union([text, z.number().finite(), z.boolean()]) +const parameters = z + .record(z.string().min(1).max(255), scalar) + .refine((value) => Object.keys(value).length <= 100, 'At most 100 parameters are supported') +const stringParameters = z + .record(z.string().min(1).max(255), text) + .refine((value) => Object.keys(value).length <= 100, 'At most 100 parameters are supported') +const names = z.array(name).max(1000) +const axis = z + .object({ dimensions: names.optional(), members: z.array(names.min(1)).min(1).max(32) }) + .strict() + .refine( + (value) => !value.dimensions || value.dimensions.length === value.members.length, + 'Dimension and member-selection counts must match' + ) +export const gridDefinitionSchema = z + .object({ + pov: axis, + columns: z.array(axis).min(1).max(100), + rows: z.array(axis).min(1).max(100), + suppressMissingBlocks: z.boolean().optional(), + suppressMissingRows: z.boolean().optional(), + suppressMissingColumns: z.boolean().optional(), + }) + .strict() + +/** Core JSON grid shared by the documented data-slice import and export APIs. */ +export const dataGridSchema = z + .object({ + pov: names, + columns: z.array(names).min(1).max(32), + rows: z + .array( + z + .object({ + headers: names, + data: z.array(z.union([text, z.number().finite()])).max(1000), + }) + .strict() + ) + .max(1000), + }) + .strict() + +const auth = { + oauthCredential: name, + accessToken: z.string().min(1).max(4096), + instanceUrl: z.string().min(1).max(2048), +} +const app = { application: name } +const wait = { waitForCompletion: z.boolean().default(false) } +const job = { ...app, jobName: name, ...wait } +const paging = { + limit: z.number().int().min(1).max(100).default(25), + offset: z.number().int().min(0).max(100000).default(0), + messageType: z.enum(['INFO', 'ERROR', 'WARNING']).optional(), +} +const rule = { ...job, parameters: stringParameters.optional() } +const exportMetadata = { exportZipFileName: name.regex(/\.zip$/i).optional() } +const importMetadata = { + importZipFileName: name.regex(/\.zip$/i).optional(), + refreshCube: z.boolean().optional(), + errorFile: name.regex(/\.zip$/i).optional(), +} +export const supportedJobTypeSchema = z.enum([ + 'RULES', + 'RULESET', + 'EXPORT_METADATA', + 'IMPORT_METADATA', +]) +export const jobParametersSchemas = { + RULES: stringParameters, + RULESET: stringParameters, + EXPORT_METADATA: z.object(exportMetadata).strict(), + IMPORT_METADATA: z.object(importMetadata).strict(), +} + +const operationShapes = { + get_api_version: {}, + list_applications: {}, + list_job_definitions: { ...app, jobType: supportedJobTypeSchema.optional() }, + get_member: { ...app, dimension: name, memberName: name }, + add_member: { ...app, dimension: name, memberName: name, parentName: name }, + export_data_slice: { ...app, planType: name, gridDefinition: gridDefinitionSchema }, + import_data_slice: { + ...app, + planType: name, + dataGrid: dataGridSchema.refine( + (grid) => grid.rows.length > 0, + 'At least one data row is required' + ), + aggregateEssbaseData: z.boolean().optional(), + dateFormat: z + .enum(['MM-DD-YYYY', 'DD-MM-YYYY', 'YYYY-MM-DD', 'MM/DD/YYYY', 'DD/MM/YYYY', 'YYYY/MM/DD']) + .optional(), + strictDateValidation: z.boolean().optional(), + }, + clear_data_slice: { + ...app, + planType: name, + gridDefinition: gridDefinitionSchema, + clearEssbaseData: z.boolean().default(true), + clearPlanningData: z.boolean().default(false), + }, + copy_data: { ...app, profileName: name, ...wait }, + clear_data: { ...app, profileName: name, ...wait }, + run_rule: rule, + run_ruleset: rule, + execute_job: { ...job, jobType: supportedJobTypeSchema, parameters: parameters.optional() }, + get_job_status: { + application: name.optional(), + jobId: id, + jobFamily: z + .enum(['planning', 'supplemental_collection', 'supplemental_dimension']) + .default('planning'), + ...wait, + }, + get_job_details: { ...app, jobId: id, ...paging }, + get_child_job_details: { ...app, jobId: id, childJobId: id, ...paging }, + export_metadata: { ...job, ...exportMetadata }, + import_metadata: { ...job, ...importMetadata }, + import_supplemental_collection_data: { + ...app, + ...wait, + fileName: name, + collection: name, + year: name, + period: name, + jobName: name.optional(), + frequencyDimensions: stringParameters.optional(), + }, + deploy_form_templates: { + ...app, + ...wait, + jobName: name.optional(), + collectionIntervalName: name, + templates: names.max(100), + resetWorkflows: z.boolean().default(false), + frequencyDimensions: stringParameters.optional(), + }, + import_supplemental_dimension_members: { + ...wait, + dimension: name, + fileName: name, + importMode: z.enum(['Replace', 'Update']).default('Replace'), + delimiter: z.string().length(1).optional(), + dateFormat: name.optional(), + }, + generate_report: { + groupName: name, + reportName: name, + generatedReportFileName: name.optional(), + parameters: parameters.optional(), + format: z.enum(['HTML', 'PDF', 'XLSX', 'CSV']).default('PDF'), + module: z.enum(['FCM', 'SDM']), + ...wait, + }, + generate_user_details_report: { + fileName: name, + format: z.enum(['CSV', 'XLS']).default('CSV'), + ...wait, + }, + get_report_status: { + jobId: id, + module: z.enum(['FCCS', 'SDM']).optional(), + ...wait, + reportStatusRoute: z + .enum(['standalone', 'generated_report', 'user_details']) + .default('standalone'), + downloadReport: z.boolean().default(false), + }, + list_files: {}, + upload_file: { + file: userFileSchema, + fileName: name, + directory: name.regex(TAX_UPLOAD_DIRECTORY_PATTERN).optional(), + }, + download_file: { fileName: name }, +} as const + +export type TaxOperation = keyof typeof operationShapes +export const TAX_OPERATIONS = Object.keys(operationShapes) as TaxOperation[] +const inputSchema = z.discriminatedUnion('operation', [ + z.object({ + ...auth, + ...operationShapes.get_api_version, + operation: z.literal('get_api_version'), + }), + z.object({ + ...auth, + ...operationShapes.list_applications, + operation: z.literal('list_applications'), + }), + z.object({ + ...auth, + ...operationShapes.list_job_definitions, + operation: z.literal('list_job_definitions'), + }), + z.object({ ...auth, ...operationShapes.get_member, operation: z.literal('get_member') }), + z.object({ ...auth, ...operationShapes.add_member, operation: z.literal('add_member') }), + z.object({ + ...auth, + ...operationShapes.export_data_slice, + operation: z.literal('export_data_slice'), + }), + z.object({ + ...auth, + ...operationShapes.import_data_slice, + operation: z.literal('import_data_slice'), + }), + z.object({ + ...auth, + ...operationShapes.clear_data_slice, + operation: z.literal('clear_data_slice'), + }), + z.object({ ...auth, ...operationShapes.copy_data, operation: z.literal('copy_data') }), + z.object({ ...auth, ...operationShapes.clear_data, operation: z.literal('clear_data') }), + z.object({ ...auth, ...operationShapes.run_rule, operation: z.literal('run_rule') }), + z.object({ ...auth, ...operationShapes.run_ruleset, operation: z.literal('run_ruleset') }), + z.object({ ...auth, ...operationShapes.execute_job, operation: z.literal('execute_job') }), + z.object({ ...auth, ...operationShapes.get_job_status, operation: z.literal('get_job_status') }), + z.object({ + ...auth, + ...operationShapes.get_job_details, + operation: z.literal('get_job_details'), + }), + z.object({ + ...auth, + ...operationShapes.get_child_job_details, + operation: z.literal('get_child_job_details'), + }), + z.object({ + ...auth, + ...operationShapes.export_metadata, + operation: z.literal('export_metadata'), + }), + z.object({ + ...auth, + ...operationShapes.import_metadata, + operation: z.literal('import_metadata'), + }), + z.object({ + ...auth, + ...operationShapes.import_supplemental_collection_data, + operation: z.literal('import_supplemental_collection_data'), + }), + z.object({ + ...auth, + ...operationShapes.deploy_form_templates, + operation: z.literal('deploy_form_templates'), + }), + z.object({ + ...auth, + ...operationShapes.import_supplemental_dimension_members, + operation: z.literal('import_supplemental_dimension_members'), + }), + z.object({ + ...auth, + ...operationShapes.generate_report, + operation: z.literal('generate_report'), + }), + z.object({ + ...auth, + ...operationShapes.generate_user_details_report, + operation: z.literal('generate_user_details_report'), + }), + z.object({ + ...auth, + ...operationShapes.get_report_status, + operation: z.literal('get_report_status'), + }), + z.object({ ...auth, ...operationShapes.list_files, operation: z.literal('list_files') }), + z.object({ ...auth, ...operationShapes.upload_file, operation: z.literal('upload_file') }), + z.object({ ...auth, ...operationShapes.download_file, operation: z.literal('download_file') }), +]) +export type TaxInput = Extract< + z.output, + { operation: K } +> + +/** The registered tool ID selects its contract; callers cannot choose a different operation. */ +export function parseTaxInput(operation: K, input: unknown): TaxInput +export function parseTaxInput(operation: TaxOperation, input: unknown): TaxInput { + assertTaxInputBudget(input) + if (!input || typeof input !== 'object' || Array.isArray(input)) { + throw new Error('Tax Reporting inputs must be an object') + } + const result = inputSchema.parse({ ...input, operation }) + if (result.operation === 'execute_job') { + jobParametersSchemas[result.jobType].parse(result.parameters ?? {}) + } + if ( + result.operation === 'get_job_status' && + result.jobFamily !== 'supplemental_dimension' && + !result.application + ) { + throw new Error('Application is required for this job family') + } + if ( + result.operation === 'get_report_status' && + result.reportStatusRoute !== 'user_details' && + !result.module + ) { + throw new Error('Report module is required for this status route') + } + if ( + result.operation === 'import_supplemental_collection_data' || + result.operation === 'deploy_form_templates' + ) { + const reserved = new Set([ + 'filename', + 'collection', + 'year', + 'period', + 'collectionintervalname', + 'template', + 'resetworkflows', + ]) + if ( + Object.keys(result.frequencyDimensions ?? {}).some((key) => reserved.has(key.toLowerCase())) + ) { + // Deploy frequencies legitimately include Year/Period; collection imports have dedicated fields. + const keys = Object.keys(result.frequencyDimensions ?? {}).map((key) => key.toLowerCase()) + if ( + keys.some( + (key) => + reserved.has(key) && + !(result.operation === 'deploy_form_templates' && ['year', 'period'].includes(key)) + ) + ) { + throw new Error('Frequency dimensions cannot override operation parameters') + } + } + } + return result +} + +export const oracleLinkSchema = z.object({ + rel: z.string().min(1).max(64).optional(), + href: z.string().min(1).max(4096), + action: z.enum(['GET', 'POST', 'PUT', 'DELETE', 'PATCH', 'HEAD']).optional(), +}) +const links = z.array(oracleLinkSchema).max(100).optional() +const jobId = z.union([id, count]).transform(String) + +/** Oracle documents jobId in examples and jobID in parameter tables; neither is fabricated. */ +export const statusResponseSchema = z.object({ + status: z.number().int(), + details: text.nullable().optional(), + links, +}) +export const reportResponseSchema = statusResponseSchema + .extend({ + jobID: jobId.optional(), + type: text.optional(), + }) + .transform(({ jobID, ...value }) => ({ ...value, ...(jobID ? { jobId: jobID } : {}) })) +export const supplementalResponseSchema = statusResponseSchema.extend({ + jobId: jobId.optional(), + detail: text.nullable().optional(), +}) +export const jobResponseSchema = z + .object({ + status: z.number().int(), + jobId: jobId.optional(), + jobID: jobId.optional(), + jobName: text.optional(), + details: text.nullable().optional(), + detailedStatus: z.number().int().optional(), + descriptiveStatus: text.nullable().optional(), + links, + }) + .transform(({ jobID, ...value }) => ({ + ...value, + ...(value.jobId || jobID ? { jobId: value.jobId ?? jobID } : {}), + })) +export type TaxJobResult = z.output + +export const applicationListSchema = z.object({ + items: z + .array( + z.object({ + name, + type: name.optional(), + appType: name.optional(), + appStorage: name.optional(), + unicode: z.boolean().optional(), + adminMode: z.union([z.boolean(), z.enum(['true', 'false'])]).optional(), + }) + ) + .max(1000), +}) +export const jobDefinitionsSchema = z.object({ + items: z.array(z.object({ jobName: name, jobType: name })).max(1000), +}) +export const memberResponseSchema = z.object({ + name, + parentName: name.nullable().optional(), + description: text.nullable().optional(), + dataType: name.optional(), + objectType: z.number().int().optional(), + dataStorage: name.optional(), + dimName: name.optional(), + twoPass: z.boolean().optional(), +}) +export const apiVersionSchema = z.object({ + version: name, + lifecycle: name.optional(), + isLatest: z.boolean().optional(), +}) +export const importSliceResponseSchema = z.object({ + numAcceptedCells: count, + numUpdateCells: count.optional(), + numRejectedCells: count, + rejectedCells: z.array(text).max(100).optional(), + rejectedCellsWithDetails: z + .array(z.object({ memberNames: names, readOnlyReasons: names, otherReasons: names })) + .max(100) + .optional(), +}) +export const clearSliceResponseSchema = z.object({ + numClearedCells: count, + numRejectedCells: count, + rejectedCells: z.array(text).max(1000).optional(), +}) +export const jobDetailsSchema = z.object({ + items: z + .array( + z.object({ + recordsRead: count.optional(), + recordsRejected: count.optional(), + recordsProcessed: count.optional(), + dimensionName: name.optional(), + loadType: name.optional(), + links, + }) + ) + .max(100), + links, +}) +export const childJobDetailsSchema = z.object({ + items: z + .array( + z.object({ + msgType: name, + msgCategory: text, + msgText: text, + }) + ) + .max(100), + links, +}) +export const fileListSchema = z.object({ + status: z.number().int(), + details: text.nullable().optional(), + items: z + .array( + z.object({ + name, + type: z.enum(['LCM', 'EXTERNAL']), + size: z + .union([count, z.string().regex(/^[0-9]+$/)]) + .nullable() + .optional(), + lastmodifiedtime: z + .union([count, z.string().regex(/^[0-9]+$/)]) + .nullable() + .optional(), + }) + ) + .max(1000), +}) diff --git a/apps/sim/lib/internal/tool-operations/registry.server.ts b/apps/sim/lib/internal/tool-operations/registry.server.ts index 45bb6cb5cd4..c3f4401be1d 100644 --- a/apps/sim/lib/internal/tool-operations/registry.server.ts +++ b/apps/sim/lib/internal/tool-operations/registry.server.ts @@ -1428,6 +1428,42 @@ registerFamily(handlerLoaders, MICROSOFT_AD_TOOL_IDS, async () => { registerFamily(handlerLoaders, NETSUITE_TOOL_IDS, async () => { return (await import('@/lib/internal/netsuite/execute-tool')).executeNetsuiteTool }) +registerFamily( + handlerLoaders, + [ + 'oracle_epm_tax_reporting_get_api_version', + 'oracle_epm_tax_reporting_list_applications', + 'oracle_epm_tax_reporting_list_job_definitions', + 'oracle_epm_tax_reporting_get_member', + 'oracle_epm_tax_reporting_add_member', + 'oracle_epm_tax_reporting_export_data_slice', + 'oracle_epm_tax_reporting_import_data_slice', + 'oracle_epm_tax_reporting_clear_data_slice', + 'oracle_epm_tax_reporting_copy_data', + 'oracle_epm_tax_reporting_clear_data', + 'oracle_epm_tax_reporting_run_rule', + 'oracle_epm_tax_reporting_run_ruleset', + 'oracle_epm_tax_reporting_execute_job', + 'oracle_epm_tax_reporting_get_job_status', + 'oracle_epm_tax_reporting_get_job_details', + 'oracle_epm_tax_reporting_get_child_job_details', + 'oracle_epm_tax_reporting_export_metadata', + 'oracle_epm_tax_reporting_import_metadata', + 'oracle_epm_tax_reporting_import_supplemental_collection_data', + 'oracle_epm_tax_reporting_deploy_form_templates', + 'oracle_epm_tax_reporting_import_supplemental_dimension_members', + 'oracle_epm_tax_reporting_generate_report', + 'oracle_epm_tax_reporting_generate_user_details_report', + 'oracle_epm_tax_reporting_get_report_status', + 'oracle_epm_tax_reporting_list_files', + 'oracle_epm_tax_reporting_upload_file', + 'oracle_epm_tax_reporting_download_file', + ], + async () => { + return (await import('@/lib/internal/oracle-epm-tax-reporting/execute-tool')) + .executeTaxReportingTool + } +) registerFamily(handlerLoaders, OKTA_TOOL_IDS, async () => { return (await import('@/lib/internal/okta/execute-tool')).executeOktaTool }) diff --git a/apps/sim/lib/oauth/oauth.ts b/apps/sim/lib/oauth/oauth.ts index 692a59510fe..86ea32fc784 100644 --- a/apps/sim/lib/oauth/oauth.ts +++ b/apps/sim/lib/oauth/oauth.ts @@ -1028,6 +1028,24 @@ export const OAUTH_PROVIDERS: Record = { }, defaultService: 'netsuite', }, + oracle_epm_tax_reporting: { + name: 'Oracle EPM Tax Reporting', + icon: NetSuiteIcon, + services: { + oracle_epm_tax_reporting: { + name: 'Oracle EPM Tax Reporting', + description: + 'Run Tax Reporting rules, metadata jobs, supplemental data workflows, and reports.', + providerId: 'oracle_epm_tax_reporting', + serviceAccountProviderId: 'oracle-epm-service-account', + icon: NetSuiteIcon, + baseProviderIcon: NetSuiteIcon, + scopes: [], + authType: 'service_account', + }, + }, + defaultService: 'oracle_epm_tax_reporting', + }, reddit: { name: 'Reddit', icon: RedditIcon, diff --git a/apps/sim/lib/oauth/types.ts b/apps/sim/lib/oauth/types.ts index d7b5b668f2a..cc7876673af 100644 --- a/apps/sim/lib/oauth/types.ts +++ b/apps/sim/lib/oauth/types.ts @@ -93,6 +93,7 @@ export type OAuthProvider = | 'zoho-desk' export type OAuthService = + | 'oracle_epm_tax_reporting' | 'google' | 'google-email' | 'google-drive' 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..da920737133 100644 --- a/apps/sim/lib/selectors/manifest.ts +++ b/apps/sim/lib/selectors/manifest.ts @@ -179,6 +179,16 @@ export const selectorManifest = { 'microsoft.planner.plans': providerSelector([], { listMode: 'paginated', detail: true }), 'notion.databases': providerSelector([], { detail: true }), 'notion.pages': providerSelector([], { detail: true }), + 'oracle_epm_tax_reporting.applications': providerSelector([], { + detail: true, + unknownDetail: true, + }), + 'oracle_epm_tax_reporting.jobDefinitions': providerSelector(['projectId', 'objectType'], { + sourceFields: { projectId: ['application'], objectType: ['jobType', 'operation'] }, + readiness: { all: ['oauthCredential', 'projectId', 'objectType'] }, + detail: true, + unknownDetail: true, + }), 'netsuite.recordTypes': providerSelector(['jobId'], { detail: true, unknownDetail: true, diff --git a/apps/sim/lib/selectors/server/providers/oracle-epm-tax-reporting.test.ts b/apps/sim/lib/selectors/server/providers/oracle-epm-tax-reporting.test.ts new file mode 100644 index 00000000000..eb9e010065f --- /dev/null +++ b/apps/sim/lib/selectors/server/providers/oracle-epm-tax-reporting.test.ts @@ -0,0 +1,135 @@ +/** @vitest-environment node */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ + applications: vi.fn(), + jobs: vi.fn(), + client: vi.fn(), + account: vi.fn(), + token: vi.fn(), +})) +vi.mock('@/lib/internal/oracle-epm-tax-reporting/operations', () => ({ + listTaxApplications: mocks.applications, + listTaxJobDefinitions: mocks.jobs, +})) +vi.mock('@/lib/internal/oracle-epm-tax-reporting/client', () => ({ + createTaxReportingClient: mocks.client, +})) +vi.mock('@/lib/oauth/credential-service', () => ({ resolveOAuthAccountId: mocks.account })) +vi.mock('@/lib/selectors/server/providers/credential-bundle', () => ({ + resolveSelectorCredentialBundle: mocks.token, +})) +vi.mock('@/lib/internal/oracle-epm/files.server', () => ({ + openOracleEpmSourceFile: vi.fn(), + storeOracleEpmDownload: vi.fn(), +})) + +import { + SelectorConnectionUnavailableError, + SelectorContextUnavailableError, + SelectorOptionsUnavailableError, +} from '@/lib/selectors/server/errors' +import { createSelectorProtectedValues } from '@/lib/selectors/server/protected-values' +import { taxReportingSelectorAttachments } from '@/lib/selectors/server/providers/oracle-epm-tax-reporting' +import type { ExecuteServerSelectorArgs } from '@/lib/selectors/server/types' + +const baseArgs: ExecuteServerSelectorArgs = { + selectorKey: 'oracle_epm_tax_reporting.applications', + context: {}, + request: { kind: 'list' }, + scope: { kind: 'workspace', workspaceId: 'workspace' }, + workspaceId: 'workspace', + principal: { kind: 'session', userId: 'user', sessionId: 'session' }, + requesterUserId: 'user', + references: new Map(), + protectedValues: createSelectorProtectedValues(), +} +const destination = { instanceUrl: 'https://epm.example.com/gateway', accessToken: 'trusted-token' } + +describe('Tax Reporting selector provider', () => { + beforeEach(() => { + vi.clearAllMocks() + mocks.client.mockReturnValue({ connection: 'prepared-client' }) + mocks.applications.mockResolvedValue({ + items: [{ name: 'TaxB' }, { name: 'TaxA' }, { name: 'TaxA' }], + }) + mocks.jobs.mockResolvedValue({ + items: [ + { jobName: 'Tax Rule', jobType: 'RULES' }, + { jobName: 'Other Rule', jobType: 'RULESET' }, + ], + }) + }) + + it('projects sorted, deduplicated applications without provider fields or credentials', async () => { + const result = await taxReportingSelectorAttachments[ + 'oracle_epm_tax_reporting.applications' + ].execute(baseArgs, destination) + expect(result).toEqual({ + kind: 'list', + items: [ + { id: 'TaxA', label: 'TaxA' }, + { id: 'TaxB', label: 'TaxB' }, + ], + }) + expect(mocks.client).toHaveBeenCalledWith(destination) + }) + + it('uses the active application and rule type, and distinguishes definitions from job instances', async () => { + const result = await taxReportingSelectorAttachments[ + 'oracle_epm_tax_reporting.jobDefinitions' + ].execute( + { + ...baseArgs, + selectorKey: 'oracle_epm_tax_reporting.jobDefinitions', + context: { + projectId: 'Tax', + objectType: 'oracle_epm_tax_reporting_run_rule', + jobId: 'ignored', + }, + }, + destination + ) + expect(mocks.jobs).toHaveBeenCalledWith( + { connection: 'prepared-client' }, + 'Tax', + 'RULES', + undefined + ) + expect(result).toMatchObject({ + items: [{ id: 'Tax Rule', label: 'Tax Rule', meta: { detail: 'RULES' } }], + }) + await expect( + taxReportingSelectorAttachments['oracle_epm_tax_reporting.jobDefinitions'].execute( + { ...baseArgs, selectorKey: 'oracle_epm_tax_reporting.jobDefinitions' }, + destination + ) + ).rejects.toBeInstanceOf(SelectorContextUnavailableError) + }) + + it('resolves selected detail labels only from the bounded listing', async () => { + const result = await taxReportingSelectorAttachments[ + 'oracle_epm_tax_reporting.applications' + ].execute({ ...baseArgs, request: { kind: 'detail', id: 'Missing' } }, destination) + expect(result).toEqual({ kind: 'detail', item: null }) + }) + + it('requires an authorized Oracle EPM service account before credential resolution', async () => { + const attachment = taxReportingSelectorAttachments['oracle_epm_tax_reporting.applications'] + await expect(attachment.execute(baseArgs)).rejects.toBeInstanceOf( + SelectorConnectionUnavailableError + ) + expect(mocks.token).not.toHaveBeenCalled() + expect(mocks.applications).not.toHaveBeenCalled() + }) + + it('does not expose provider error text through selector failures', async () => { + mocks.applications.mockRejectedValue(new Error('tenant-token-canary')) + await expect( + taxReportingSelectorAttachments['oracle_epm_tax_reporting.applications'].execute( + baseArgs, + destination + ) + ).rejects.toBeInstanceOf(SelectorOptionsUnavailableError) + }) +}) diff --git a/apps/sim/lib/selectors/server/providers/oracle-epm-tax-reporting.ts b/apps/sim/lib/selectors/server/providers/oracle-epm-tax-reporting.ts new file mode 100644 index 00000000000..b162f12486c --- /dev/null +++ b/apps/sim/lib/selectors/server/providers/oracle-epm-tax-reporting.ts @@ -0,0 +1,114 @@ +import { ORACLE_EPM_SERVICE_ACCOUNT_PROVIDER_ID } from '@/lib/credentials/client-credential-accounts/descriptors' +import { normalizeOracleEpmDestination, OracleEpmError } from '@/lib/internal/oracle-epm' +import { createTaxReportingClient } from '@/lib/internal/oracle-epm-tax-reporting/client' +import { + listTaxApplications, + listTaxJobDefinitions, +} from '@/lib/internal/oracle-epm-tax-reporting/operations' +import { resolveOAuthAccountId } from '@/lib/oauth/credential-service' +import { + SelectorConnectionUnavailableError, + SelectorContextUnavailableError, + SelectorOptionsUnavailableError, +} from '@/lib/selectors/server/errors' +import { resolveSelectorCredentialBundle } from '@/lib/selectors/server/providers/credential-bundle' +import { flatSelectorResult } from '@/lib/selectors/server/providers/flat-results' +import { selectorProviderStatusError } from '@/lib/selectors/server/providers/provider-http' +import type { + ExecuteServerSelectorArgs, + ServerSelectorAttachmentMap, +} from '@/lib/selectors/server/types' +import { definePreparedSelectorAttachment } from '@/lib/selectors/server/types' +import type { SafeSelectorOption } from '@/lib/selectors/types' + +type TaxSelectorKey = + | 'oracle_epm_tax_reporting.applications' + | 'oracle_epm_tax_reporting.jobDefinitions' +type Destination = { instanceUrl: string; accessToken: string } + +async function prepare(args: ExecuteServerSelectorArgs): Promise { + const credential = args.credential + const access = credential?.access + if (!credential || access?.credentialType !== 'service_account' || !access.resolvedCredentialId) { + throw new SelectorConnectionUnavailableError() + } + const account = await resolveOAuthAccountId(access.resolvedCredentialId) + if ( + account?.credentialType !== 'service_account' || + account.providerId !== ORACLE_EPM_SERVICE_ACCOUNT_PROVIDER_ID + ) { + throw new SelectorConnectionUnavailableError() + } + const token = await resolveSelectorCredentialBundle({ + credential, + protectedValues: args.protectedValues, + }) + if (!token.instanceUrl) throw new SelectorConnectionUnavailableError() + try { + return { + accessToken: token.accessToken, + instanceUrl: normalizeOracleEpmDestination(token.instanceUrl), + } + } catch { + throw new SelectorConnectionUnavailableError() + } +} + +const jobTypes: Record = { + RULES: 'RULES', + RULESET: 'RULESET', + EXPORT_METADATA: 'EXPORT_METADATA', + IMPORT_METADATA: 'IMPORT_METADATA', + oracle_epm_tax_reporting_run_rule: 'RULES', + oracle_epm_tax_reporting_run_ruleset: 'RULESET', + oracle_epm_tax_reporting_export_metadata: 'EXPORT_METADATA', + oracle_epm_tax_reporting_import_metadata: 'IMPORT_METADATA', +} + +async function execute(args: ExecuteServerSelectorArgs, destination: Destination) { + args.signal?.throwIfAborted() + const client = createTaxReportingClient(destination) + let options: SafeSelectorOption[] + try { + if (args.selectorKey === 'oracle_epm_tax_reporting.applications') { + const result = await listTaxApplications(client, args.signal) + options = result.items.map((item) => ({ id: item.name, label: item.name })) + } else { + // Manifest aliases application to the existing projectId context slot, and the + // active job type/operation to objectType. Neither is a destination or authority. + const application = args.context.projectId + const jobType = jobTypes[args.context.objectType ?? ''] + if (!application || application.length > 255 || !jobType) + throw new SelectorContextUnavailableError() + const result = await listTaxJobDefinitions(client, application, jobType, args.signal) + options = result.items + .filter((item) => item.jobType.toUpperCase() === jobType) + .map((item) => ({ id: item.jobName, label: item.jobName, meta: { detail: item.jobType } })) + } + } catch (error) { + args.signal?.throwIfAborted() + if (error instanceof SelectorContextUnavailableError) throw error + if (error instanceof OracleEpmError) throw selectorProviderStatusError(error.status ?? 502) + throw new SelectorOptionsUnavailableError() + } + const unique = [...new Map(options.map((option) => [option.id, option])).values()].sort((a, b) => + a.label.localeCompare(b.label) + ) + return flatSelectorResult(args.request, unique, true) +} + +const attachment = { + credential: { + kind: 'stored', + field: 'oauthCredential', + serviceIds: ['oracle_epm_tax_reporting'], + }, + integrationBlockTypes: ['oracle_epm_tax_reporting'], + destination: { kind: 'credential-bound', prepare }, + execute, +} as const + +export const taxReportingSelectorAttachments = { + 'oracle_epm_tax_reporting.applications': definePreparedSelectorAttachment(attachment), + 'oracle_epm_tax_reporting.jobDefinitions': definePreparedSelectorAttachment(attachment), +} satisfies ServerSelectorAttachmentMap diff --git a/apps/sim/lib/selectors/server/registry.ts b/apps/sim/lib/selectors/server/registry.ts index ef9a815f1af..38382b60ae0 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 { taxReportingSelectorAttachments } from '@/lib/selectors/server/providers/oracle-epm-tax-reporting' 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, + ...taxReportingSelectorAttachments, ...pipedriveSelectorAttachments, ...sharepointSelectorAttachments, ...slackSelectorAttachments, diff --git a/apps/sim/tools/generated/tool-ids.ts b/apps/sim/tools/generated/tool-ids.ts index 6d97df92a01..e4cc34b80f5 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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customer","square_delete_invoice","square_get_catalog_object","square_get_customer","square_get_invoice","square_get_location","square_get_order","square_get_payment","square_get_refund","square_list_catalog","square_list_customers","square_list_invoices","square_list_locations","square_list_payments","square_list_refunds","square_pay_order","square_publish_invoice","square_refund_payment","square_search_catalog_objects","square_search_customers","square_search_invoices","square_search_orders","square_update_customer","square_upsert_catalog_object","ssh_check_command_exists","ssh_check_file_exists","ssh_create_directory","ssh_delete_file","ssh_download_file","ssh_execute_command","ssh_execute_script","ssh_get_system_info","ssh_list_directory","ssh_move_rename","ssh_read_file_content","ssh_upload_file","ssh_write_file_content","stagehand_agent","stagehand_extract","stripe_cancel_payment_intent","stripe_cancel_subscription","stripe_capture_charge","stripe_capture_payment_intent","stripe_confirm_payment_intent","stripe_create_charge","stripe_create_customer","stripe_create_invoice","stripe_create_payment_intent","stripe_create_price","stripe_create_product","stripe_create_subscription","stripe_delete_customer","stripe_delete_invoice","stripe_delete_product","stripe_finalize_invoice","stripe_list_charges","stripe_list_customers","stripe_list_events","stripe_list_invoices","stripe_list_payment_intents","stripe_list_prices","stripe_list_products","stripe_list_subscriptions","stripe_pay_invoice","stripe_resume_subscription","stripe_retrieve_charge","stripe_retrieve_customer","stripe_retrieve_event","stripe_retrieve_invoice","stripe_retrieve_payment_intent","stripe_retrieve_price","stripe_retrieve_product","stripe_retrieve_subscription","stripe_search_charges","stripe_search_customers","stripe_search_invoices","stripe_search_payment_intents","stripe_search_prices","stripe_search_products","stripe_search_subscriptions","stripe_send_invoice","stripe_update_charge","stripe_update_customer","stripe_update_invoice","stripe_update_payment_intent","stripe_update_price","stripe_update_product","stripe_update_subscription","stripe_void_invoice","sts_assume_role","sts_assume_role_with_saml","sts_assume_role_with_web_identity","sts_get_access_key_info","sts_get_caller_identity","sts_get_session_token","stt_assemblyai","stt_assemblyai_v2","stt_deepgram","stt_deepgram_v2","stt_elevenlabs","stt_elevenlabs_v2","stt_gemini","stt_gemini_v2","stt_whisper","stt_whisper_v2","supabase_count","supabase_delete","supabase_get_row","supabase_insert","supabase_introspect","supabase_invoke_function","supabase_query","supabase_rpc","supabase_storage_copy","supabase_storage_create_bucket","supabase_storage_create_signed_upload_url","supabase_storage_create_signed_url","supabase_storage_delete","supabase_storage_delete_bucket","supabase_storage_download","supabase_storage_empty_bucket","supabase_storage_get_public_url","supabase_storage_list","supabase_storage_list_buckets","supabase_storage_move","supabase_storage_update_bucket","supabase_storage_upload","supabase_text_search","supabase_update","supabase_upsert","supabase_vector_search","table_batch_insert_rows","table_create","table_delete_row","table_delete_rows_by_filter","table_get_row","table_get_schema","table_insert_row","table_list","table_query_rows","table_query_rows_v2","table_update_row","table_update_rows_by_filter","table_upsert_row","tailscale_authorize_device","tailscale_create_auth_key","tailscale_delete_auth_key","tailscale_delete_device","tailscale_delete_user","tailscale_expire_device_key","tailscale_get_acl","tailscale_get_auth_key","tailscale_get_device","tailscale_get_device_routes","tailscale_get_dns_preferences","tailscale_get_dns_searchpaths","tailscale_list_auth_keys","tailscale_list_devices","tailscale_list_dns_nameservers","tailscale_list_users","tailscale_set_acl","tailscale_set_device_routes","tailscale_set_device_tags","tailscale_set_dns_nameservers","tailscale_set_dns_preferences","tailscale_set_dns_searchpaths","tailscale_suspend_user","tailscale_update_device_key","tavily_crawl","tavily_extract","tavily_map","tavily_search","telegram_copy_message","telegram_delete_message","telegram_edit_message_text","telegram_forward_message","telegram_get_chat","telegram_get_chat_member","telegram_message","telegram_pin_message","telegram_send_animation","telegram_send_audio","telegram_send_chat_action","telegram_send_contact","telegram_send_document","telegram_send_location","telegram_send_photo","telegram_send_poll","telegram_send_video","telegram_set_message_reaction","telegram_unpin_message","temporal_cancel_workflow","temporal_count_workflows","temporal_create_schedule","temporal_delete_schedule","temporal_describe_schedule","temporal_describe_task_queue","temporal_describe_workflow","temporal_get_workflow_history","temporal_list_schedules","temporal_list_workflows","temporal_pause_schedule","temporal_query_workflow","temporal_reset_workflow","temporal_signal_with_start","temporal_signal_workflow","temporal_start_workflow","temporal_terminate_workflow","temporal_trigger_schedule","temporal_unpause_schedule","temporal_update_workflow","textract_analyze_expense","textract_analyze_id","textract_parser","textract_parser_v2","thinking_tool","thrive_add_audience_managers","thrive_add_audience_members","thrive_add_user_tags","thrive_create_assignment","thrive_create_audience","thrive_create_completion","thrive_create_user","thrive_delete_assignment","thrive_delete_audience","thrive_delete_user","thrive_get_activity","thrive_get_assignment","thrive_get_audience","thrive_get_completion","thrive_get_content","thrive_get_cpd_category","thrive_get_cpd_entry","thrive_get_cpd_requirement","thrive_get_enrolment","thrive_get_skill_levels","thrive_get_tag","thrive_get_user_by_id","thrive_get_user_by_ref","thrive_list_assignments","thrive_list_audience_managers","thrive_list_audience_members","thrive_list_audiences","thrive_list_completions","thrive_list_enrolments","thrive_list_tags","thrive_query_activities","thrive_query_content","thrive_query_cpd_categories","thrive_query_cpd_entries","thrive_query_cpd_requirements","thrive_query_cpd_user_summaries","thrive_remove_audience_manager","thrive_remove_audience_member","thrive_remove_user_tags","thrive_replace_audience_managers","thrive_replace_audience_members","thrive_search_users","thrive_suspend_user","thrive_update_assignment","thrive_update_audience","thrive_update_user","thrive_update_user_skills","tiktok_get_post_status","tiktok_get_user","tiktok_list_videos","tiktok_query_videos","tiktok_upload_video_draft","tinybird_append_datasource","tinybird_delete_datasource_rows","tinybird_events","tinybird_get_job","tinybird_query","tinybird_query_pipe","tinybird_truncate_datasource","tinyfish_cancel_run","tinyfish_fetch","tinyfish_get_run","tinyfish_list_runs","tinyfish_list_vault_items","tinyfish_run","tinyfish_run_async","tinyfish_search","trello_add_checklist","trello_add_checklist_item","trello_add_comment","trello_add_label","trello_add_member","trello_create_board","trello_create_card","trello_create_list","trello_delete_card","trello_get_actions","trello_get_board","trello_get_card","trello_list_cards","trello_list_lists","trello_list_members","trello_remove_label","trello_remove_member","trello_search","trello_update_card","trello_update_checklist_item","trello_update_list","trigger_dev_activate_schedule","trigger_dev_add_run_tags","trigger_dev_batch_trigger_task","trigger_dev_cancel_run","trigger_dev_complete_waitpoint_token","trigger_dev_create_env_var","trigger_dev_create_schedule","trigger_dev_create_waitpoint_token","trigger_dev_deactivate_schedule","trigger_dev_delete_env_var","trigger_dev_delete_schedule","trigger_dev_execute_query","trigger_dev_get_batch","trigger_dev_get_batch_results","trigger_dev_get_deployment","trigger_dev_get_env_var","trigger_dev_get_latest_deployment","trigger_dev_get_query_schema","trigger_dev_get_queue","trigger_dev_get_run","trigger_dev_get_run_events","trigger_dev_get_run_result","trigger_dev_get_run_trace","trigger_dev_get_schedule","trigger_dev_get_waitpoint_token","trigger_dev_import_env_vars","trigger_dev_list_deployments","trigger_dev_list_env_vars","trigger_dev_list_queues","trigger_dev_list_runs","trigger_dev_list_schedules","trigger_dev_list_timezones","trigger_dev_list_waitpoint_tokens","trigger_dev_override_queue_concurrency","trigger_dev_pause_queue","trigger_dev_promote_deployment","trigger_dev_replay_run","trigger_dev_reschedule_run","trigger_dev_reset_queue_concurrency","trigger_dev_resume_queue","trigger_dev_trigger_task","trigger_dev_update_env_var","trigger_dev_update_run_metadata","trigger_dev_update_schedule","tts_azure","tts_cartesia","tts_deepgram","tts_elevenlabs","tts_google","tts_openai","tts_playht","twilio_send_sms","twilio_voice_get_recording","twilio_voice_list_calls","twilio_voice_make_call","typeform_create_form","typeform_delete_form","typeform_files","typeform_get_form","typeform_insights","typeform_list_forms","typeform_responses","typeform_update_form","upstash_redis_command","upstash_redis_delete","upstash_redis_exists","upstash_redis_expire","upstash_redis_get","upstash_redis_hget","upstash_redis_hgetall","upstash_redis_hset","upstash_redis_incr","upstash_redis_incrby","upstash_redis_keys","upstash_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..fe8eb20cb37 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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EWSelect has no page size and returns every matching ID, so append a database limit such as \\"limit 0,200\\" to bound the result."}},"hostedApiKey":"none"},"agiloft_update_record":{"id":"agiloft_update_record","name":"Agiloft Update Record","description":"Update an existing record in an Agiloft table.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"contacts.employees\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to update"},"data":{"type":"string","required":true,"visibility":"user-or-llm","description":"Updated field values as a JSON object (e.g., {\\"status\\": \\"Active\\", \\"priority\\": \\"High\\"})"}},"hostedApiKey":"none"},"agiloft_upsert_record":{"id":"agiloft_upsert_record","name":"Agiloft Upsert Record","description":"Create an Agiloft record, or update it when a record already matches the given fields.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"contacts.employees\\")"},"match":{"type":"string","required":true,"visibility":"user-or-llm","description":"Field used to find an existing record (e.g., \\"ext_id\\"). Pick something that identifies a record uniquely — if more than one record matches, Agiloft writes nothing and returns a conflict."},"async":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Queue the write instead of waiting for it. Returns a callback ID instead of a record ID; pass that to Async Status to poll the result."},"data":{"type":"string","required":true,"visibility":"user-or-llm","description":"Field values as a JSON object. On create these populate the new record; on update only the supplied fields change."}},"hostedApiKey":"none"},"ahrefs_anchors":{"id":"ahrefs_anchors","name":"Ahrefs Anchors","description":"Get the anchor text distribution for a target domain or URL\'s backlinks, showing how many links and referring domains use each anchor text.","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)"},"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. Returns details about each backlink including source URL, anchor text, and domain rating.","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\\""},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live backlinks), \\"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_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. Returns unique referring domains with their domain rating, backlink counts, and discovery dates.","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\\""},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live), \\"all_time\\" (default, includes lost domains), or \\"since:YYYY-MM-DD\\" (domains found since a date)."},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. 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