diff --git a/apps/docs/components/ui/icon-mapping.ts b/apps/docs/components/ui/icon-mapping.ts index 032f0756383..c02be33250d 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_planning: 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..ce047423298 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_planning", "outlook", "pagerduty", "parallel_ai", diff --git a/apps/docs/content/docs/integrations/oracle_epm_planning.mdx b/apps/docs/content/docs/integrations/oracle_epm_planning.mdx new file mode 100644 index 00000000000..df78110a162 --- /dev/null +++ b/apps/docs/content/docs/integrations/oracle_epm_planning.mdx @@ -0,0 +1,972 @@ +--- +title: Oracle EPM Planning & FreeForm +description: Manage Planning and FreeForm data, jobs, approvals, user variables and IPM insights +--- + +import { BlockInfoCard } from "@/components/ui/block-info-card" + + + +## Usage Instructions + +Connect an Oracle EPM service-account credential to Planning and FreeForm. Discover applications, cubes and dimensions; manage dynamic members and substitution variables; run rules and configured jobs; transfer data slices, forms and repository files; and perform explicit cube refresh and login-access changes. Run data maps with explicit target clearing, manage user-variable values, inspect owned planning units and perform explicit approval actions, and retrieve or summarize IPM insights. Planning application modules use tenant-configured cubes and rules, not separate integrations. Insight retrieval defaults to existing results; recomputation is explicit and permission-dependent. Job submission and waiting are separate. Inline results are limited to 16 MiB and downloaded Sim files to 100 MiB. Discovery permissions may be broader than execution permissions: manual names remain available. + + + +## Actions + +### Oracle EPM Planning List Applications + +List applications available to the service administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `applications` | array | Available applications | +| ↳ `name` | string | Application name | +| ↳ `type` | string | type | +| ↳ `appType` | string | appType | +| ↳ `appStorage` | string | appStorage | +| ↳ `unicode` | boolean | unicode | +| ↳ `adminMode` | boolean | adminMode | +| ↳ `hybrid` | boolean | hybrid | + +### Oracle EPM Planning List Cubes + +List the application’s plan types (cubes). + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `cubes` | array | Application cubes | +| ↳ `planTypeName` | string | Cube selector value | +| ↳ `planType` | number | Plan type ID | +| ↳ `cubeName` | string | Essbase cube name | +| ↳ `numDimensions` | number | Dimension count | +| ↳ `cubeType` | number | Oracle cube type | + +### Oracle EPM Planning List Dimensions + +List one bounded page of dimensions for a cube. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `cube` | string | Yes | Cube / plan type name, not its numeric plan type ID. | +| `offset` | number | No | Zero-based page offset \(default 0\). | +| `limit` | number | No | Page size, 1–1000 \(default 100\). | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dimensions` | array | One page of dimension summaries | +| ↳ `name` | string | Dimension/member name | +| ↳ `id` | string | id | +| ↳ `path` | string | path | +| ↳ `alias` | string | alias | +| ↳ `parentName` | string | parentName | +| ↳ `dimName` | string | dimName | +| ↳ `dimType` | string | dimType | +| ↳ `level` | number | Level | +| ↳ `generation` | number | Generation | +| `totalResults` | number | Total dimensions | +| `hasMore` | boolean | More dimension pages are available | + +### Oracle EPM Planning Get Dimension + +Read a dimension hierarchy, subject to the 16 MiB response limit. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `cube` | string | Yes | Cube / plan type name, not its numeric plan type ID. | +| `dimension` | string | Yes | Dimension name. | +| `aliasTableName` | string | No | Optional alias table name for the dimension hierarchy. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dimension` | json | Dimension hierarchy | +| ↳ `name` | string | Dimension/member name | +| ↳ `id` | string | id | +| ↳ `path` | string | path | +| ↳ `alias` | string | alias | +| ↳ `parentName` | string | parentName | +| ↳ `dimName` | string | dimName | +| ↳ `dimType` | string | dimType | +| ↳ `level` | number | Level | +| ↳ `generation` | number | Generation | +| ↳ `children` | array | Recursive children with the same dimension/member fields; omitted on leaves | +| ↳ `name` | string | Member name | +| ↳ `id` | string | Member ID | +| ↳ `path` | string | Member path | +| ↳ `parentName` | string | Parent name | + +### Oracle EPM Planning Get Member + +Read a member by its exact name. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `dimension` | string | Yes | Dimension name. | +| `memberName` | string | Yes | Exact member name. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `member` | json | Member metadata | +| ↳ `name` | string | Member name | +| ↳ `description` | string | Description | +| ↳ `parentName` | string | Parent name | +| ↳ `dimName` | string | Dimension name | +| ↳ `dataType` | string | Data type | +| ↳ `dataStorage` | string | Storage type | +| ↳ `objectType` | number | Oracle object type | +| ↳ `twoPass` | boolean | Two-pass calculation | + +### Oracle EPM Planning Add Member + +Add a dynamic member. The parent must allow dynamic children and the cube must already have been refreshed. Requires Service Administrator; no implicit refresh. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `dimension` | string | Yes | Dimension name. | +| `memberName` | string | Yes | Exact member name. | +| `parentName` | string | Yes | Dynamic-enabled parent member name. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `member` | json | Member metadata | +| ↳ `name` | string | Member name | +| ↳ `description` | string | Description | +| ↳ `parentName` | string | Parent name | +| ↳ `dimName` | string | Dimension name | +| ↳ `dataType` | string | Data type | +| ↳ `dataStorage` | string | Storage type | +| ↳ `objectType` | number | Oracle object type | +| ↳ `twoPass` | boolean | Two-pass calculation | + +### Oracle EPM Planning List Substitution Variables + +List application or cube substitution variables. Derived values include inherited application values when a cube is specified. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `cube` | string | No | Cube / plan type name, not its numeric plan type ID. | +| `derivedValues` | boolean | No | Include inherited application variables for a cube \(default false\). | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `variables` | array | Substitution variables | +| ↳ `name` | string | Variable name | +| ↳ `value` | string | Variable value | +| ↳ `planType` | string | ALL or cube name | + +### Oracle EPM Planning Get Substitution Variable + +Read one application or cube substitution variable. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `variableName` | string | Yes | Substitution variable name. | +| `cube` | string | No | Cube / plan type name, not its numeric plan type ID. | +| `derivedValues` | boolean | No | Include inherited application variables for a cube \(default false\). | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `variable` | json | Substitution variable | +| ↳ `name` | string | Variable name | +| ↳ `value` | string | Variable value | +| ↳ `planType` | string | ALL or cube name | + +### Oracle EPM Planning Set Substitution Variables + +Create or update the supplied substitution variables; other variables are unchanged. Use planType ALL for application scope. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `variables` | array | Yes | Variables to create or update: \[\{name, value, planType\}\]. Use ALL for application scope. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `updated` | boolean | All supplied variables were accepted | + +### Oracle EPM Planning Delete Substitution Variable + +Delete one substitution variable at application or cube scope. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `variableName` | string | Yes | Substitution variable name. | +| `cube` | string | No | Cube / plan type name, not its numeric plan type ID. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deleted` | boolean | Deletion completed | + +### Oracle EPM Planning List Job Definitions + +List configured jobs, optionally filtered by job type. Discovery requires Service Administrator; manual job names remain usable. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `jobType` | string | No | Oracle job type, such as RULES, RULESET, IMPORT_DATA or EXPORT_DATA. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `jobDefinitions` | array | Configured jobs | +| ↳ `jobName` | string | Job name | +| ↳ `jobType` | string | Oracle job type | + +### Oracle EPM Planning Run Job + +Submit a configured Planning job once and return its status snapshot. Use Wait for Job to await completion. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `jobType` | string | Yes | Oracle job type, such as RULES, RULESET, IMPORT_DATA or EXPORT_DATA. | +| `jobName` | string | Yes | Configured job, deployed rule or ruleset name. | +| `parameters` | json | No | Job-specific parameters or runtime prompts as a JSON object. Parameter names must match Oracle or the deployed job. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `job` | json | Planning job snapshot | +| ↳ `jobId` | number | Job ID | +| ↳ `status` | number | -1 processing; 0 success; 1 error; 2 cancel pending; 3 cancelled; 4 invalid parameter; other values are not success | +| ↳ `details` | string | Job details | +| ↳ `jobName` | string | Job name | +| ↳ `descriptiveStatus` | string | Human-readable status | +| ↳ `detailedStatus` | number | Detailed Oracle status | + +### Oracle EPM Planning Run Rule + +Run a deployed business rule with runtime prompts. Requires administrator or the appropriate rule launch permissions. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `jobName` | string | Yes | Configured job, deployed rule or ruleset name. | +| `parameters` | json | No | Job-specific parameters or runtime prompts as a JSON object. Parameter names must match Oracle or the deployed job. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `job` | json | Planning job snapshot | +| ↳ `jobId` | number | Job ID | +| ↳ `status` | number | -1 processing; 0 success; 1 error; 2 cancel pending; 3 cancelled; 4 invalid parameter; other values are not success | +| ↳ `details` | string | Job details | +| ↳ `jobName` | string | Job name | +| ↳ `descriptiveStatus` | string | Human-readable status | +| ↳ `detailedStatus` | number | Detailed Oracle status | + +### Oracle EPM Planning Run Ruleset + +Run a deployed ruleset with runtime prompts. Hidden prompt defaults take precedence over supplied values. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `jobName` | string | Yes | Configured job, deployed rule or ruleset name. | +| `parameters` | json | No | Job-specific parameters or runtime prompts as a JSON object. Parameter names must match Oracle or the deployed job. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `job` | json | Planning job snapshot | +| ↳ `jobId` | number | Job ID | +| ↳ `status` | number | -1 processing; 0 success; 1 error; 2 cancel pending; 3 cancelled; 4 invalid parameter; other values are not success | +| ↳ `details` | string | Job details | +| ↳ `jobName` | string | Job name | +| ↳ `descriptiveStatus` | string | Human-readable status | +| ↳ `detailedStatus` | number | Detailed Oracle status | + +### Oracle EPM Planning Get Job + +Read a Planning job status snapshot. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `jobId` | string | Yes | Numeric ID returned when the Planning job was submitted. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `job` | json | Planning job snapshot | +| ↳ `jobId` | number | Job ID | +| ↳ `status` | number | -1 processing; 0 success; 1 error; 2 cancel pending; 3 cancelled; 4 invalid parameter; other values are not success | +| ↳ `details` | string | Job details | +| ↳ `jobName` | string | Job name | +| ↳ `descriptiveStatus` | string | Human-readable status | +| ↳ `detailedStatus` | number | Detailed Oracle status | + +### Oracle EPM Planning Wait For Job + +Wait within a bounded deadline for a Planning job. Report terminal failures; never resubmit the job. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `jobId` | string | Yes | Numeric ID returned when the Planning job was submitted. | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(1–3600, default 300\); also bounded by the workflow deadline. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `job` | json | Planning job snapshot | +| ↳ `jobId` | number | Job ID | +| ↳ `status` | number | -1 processing; 0 success; 1 error; 2 cancel pending; 3 cancelled; 4 invalid parameter; other values are not success | +| ↳ `details` | string | Job details | +| ↳ `jobName` | string | Job name | +| ↳ `descriptiveStatus` | string | Human-readable status | +| ↳ `detailedStatus` | number | Detailed Oracle status | + +### Oracle EPM Planning Get Job Details + +Read one page of data or metadata import/export diagnostics, including processed and rejected record counts. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `jobId` | string | Yes | Numeric ID returned when the Planning job was submitted. | +| `offset` | number | No | Zero-based page offset \(default 0\). | +| `limit` | number | No | Page size, 1–1000 \(default 100\). | +| `messageType` | string | No | Diagnostic message filter: INFO, WARNING or ERROR. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `jobDetails` | array | One page of import/export diagnostics | +| ↳ `recordsRead` | number | recordsRead | +| ↳ `recordsRejected` | number | recordsRejected | +| ↳ `recordsProcessed` | number | recordsProcessed | +| ↳ `dimensionName` | string | Dimension name | +| ↳ `loadType` | string | Load type | + +### Oracle EPM Planning Export Data Slice + +Export a bounded cell grid. Missing-cell suppression is configured in gridDefinition. Maximum inline response: 16 MiB. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `cube` | string | Yes | Cube / plan type name, not its numeric plan type ID. | +| `gridDefinition` | json | Yes | Grid selection: pov \{members: string\[\]\[\]\}, columns and rows arrays of \{members: string\[\]\[\]\}; optional dimensions and missing-cell suppression flags. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dataGrid` | json | Exported cell grid | +| ↳ `pov` | array | POV members | +| ↳ `columns` | array | Column members | +| ↳ `rows` | array | Data rows | +| ↳ `headers` | array | Row headers | +| ↳ `data` | array | Cell values; strings or numbers | + +### Oracle EPM Planning Import Data Slice + +Write a cell grid and return accepted, updated, and rejected counts plus rejection details. #missing clears a cell. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `cube` | string | Yes | Cube / plan type name, not its numeric plan type ID. | +| `dataGrid` | json | Yes | Cell grid: pov string\[\], columns string\[\]\[\], rows \[\{headers: string\[\], data: \(string\|number\)\[\]\}\]. Use #missing to clear a cell. | +| `importOptions` | json | No | Optional aggregateEssbaseData, cellNotesOption \(Overwrite/Append/Skip\), dateFormat, strictDateValidation. Defaults follow Oracle. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `importResult` | json | Import counts and rejection diagnostics | +| ↳ `numAcceptedCells` | number | Accepted cells | +| ↳ `numUpdateCells` | number | Updated cells | +| ↳ `numRejectedCells` | number | Rejected cells | +| ↳ `rejectedCells` | array | Rejected cells \(Oracle reports at most 100\) | +| ↳ `rejectedCellsWithDetails` | array | Rejected-cell reasons | +| ↳ `memberNames` | array | Cell members | +| ↳ `readOnlyReasons` | array | Read-only reasons | +| ↳ `otherReasons` | array | Other reasons | + +### Oracle EPM Planning Clear Data Slice + +Destructively clear the selected Essbase cells and/or Planning details. Returns rejected cells; requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `cube` | string | Yes | Cube / plan type name, not its numeric plan type ID. | +| `gridDefinition` | json | Yes | Grid selection: pov \{members: string\[\]\[\]\}, columns and rows arrays of \{members: string\[\]\[\]\}; optional dimensions and missing-cell suppression flags. | +| `clearEssbaseData` | boolean | No | Clear Essbase cell values \(default true\). This is destructive. | +| `clearPlanningData` | boolean | No | Clear Planning cell details \(default false\). This is destructive. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `clearResult` | json | Clear counts and rejection diagnostics | +| ↳ `numClearedCells` | number | Cleared cells | +| ↳ `numRejectedCells` | number | Rejected cells | +| ↳ `rejectedCells` | array | Rejected cells | + +### Oracle EPM Planning Export Form Data + +Export a form’s numeric data and dimension layout using the form-specific response contract. Form ID or name is entered manually; page filtering is not exposed. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `form` | string | Yes | Exact form name or ID. Form discovery and page filtering are not supported. | +| `displayMemberAs` | string | No | MEMBER_NAME, MEMBER_NAME_THEN_ALIAS, or ALIAS_THEN_MEMBER_NAME \(default MEMBER_NAME\). | +| `memberAliasDelimiter` | string | No | Delimiter between a member and alias \(default colon\). | +| `forceStartExpanded` | boolean | No | Force expandable form rows and columns to start expanded \(default false\). | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `formData` | json | Form-specific numeric export | +| ↳ `gridInfo` | json | Form layout | +| ↳ `pageDimNames` | array | Page dimensions | +| ↳ `allowedPageMembersByDim` | object | Dimension names mapped to arrays of allowed member names | +| ↳ `rowDimNames` | array | Row dimensions | +| ↳ `columnDimNames` | array | Column dimensions | +| ↳ `pov` | object | POV dimension names mapped to member names | +| ↳ `columns` | array | Column members | +| ↳ `rows` | array | Numeric data rows | +| ↳ `headers` | array | Row headers | +| ↳ `data` | array | Numeric cell values | + +### Oracle EPM Planning Export Application Data + +Submit an application data export to an Oracle repository ZIP. Use a configured job or provide cube and rowMembers, columnMembers, povMembers. Larger exports remain in Oracle. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `jobName` | string | No | Configured job, deployed rule or ruleset name. | +| `cube` | string | No | Cube / plan type name, not its numeric plan type ID. | +| `parameters` | json | No | Job-specific parameters or runtime prompts as a JSON object. Parameter names must match Oracle or the deployed job. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `job` | json | Planning job snapshot | +| ↳ `jobId` | number | Job ID | +| ↳ `status` | number | -1 processing; 0 success; 1 error; 2 cancel pending; 3 cancelled; 4 invalid parameter; other values are not success | +| ↳ `details` | string | Job details | +| ↳ `jobName` | string | Job name | +| ↳ `descriptiveStatus` | string | Human-readable status | +| ↳ `detailedStatus` | number | Detailed Oracle status | + +### Oracle EPM Planning Import Application Data + +Submit a repository data import using a configured job or explicit sourceType and file. Configure errorFile to retain up to 1,000 rejected records; inspect job details after completion. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `jobName` | string | No | Configured job, deployed rule or ruleset name. | +| `cube` | string | No | Cube / plan type name, not its numeric plan type ID. | +| `fileName` | string | No | Oracle repository file name, including any documented repository folder. Download outputs are limited to 100 MiB. | +| `parameters` | json | No | Job-specific parameters or runtime prompts as a JSON object. Parameter names must match Oracle or the deployed job. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `job` | json | Planning job snapshot | +| ↳ `jobId` | number | Job ID | +| ↳ `status` | number | -1 processing; 0 success; 1 error; 2 cancel pending; 3 cancelled; 4 invalid parameter; other values are not success | +| ↳ `details` | string | Job details | +| ↳ `jobName` | string | Job name | +| ↳ `descriptiveStatus` | string | Human-readable status | +| ↳ `detailedStatus` | number | Detailed Oracle status | + +### Oracle EPM Planning List Files + +List Oracle repository files and snapshots. Snapshot sizes may be unavailable. Requires administrator or Migration Administer permissions. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `files` | array | Repository files and snapshots | +| ↳ `name` | string | Repository name | +| ↳ `type` | string | LCM or EXTERNAL | +| ↳ `size` | number | Byte size, unavailable for some snapshots | +| ↳ `lastModifiedTime` | number | Oracle last-modified timestamp | + +### Oracle EPM Planning Upload File + +Upload one authorized Sim file in sequential chunks of at most 50 MiB. Existing files are never overwritten. Sim inputs are limited to 5 GiB; Oracle may impose additional limits. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `file` | file | Yes | One authorized Sim UserFile. Maximum Sim input size: 5 GiB; Oracle may impose additional limits. | +| `fileName` | string | No | Oracle repository file name, including any documented repository folder. Download outputs are limited to 100 MiB. | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(1–3600, default 300\); also bounded by the workflow deadline. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `upload` | json | Completed upload | +| ↳ `fileName` | string | Repository file name | +| ↳ `size` | number | Uploaded bytes | +| ↳ `status` | number | Oracle completion status \(0\) | + +### Oracle EPM Planning Download File + +Download an Oracle repository file as a Sim UserFile, up to 100 MiB. Larger files must stay in Oracle. Temporary download resources are cleaned up. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Oracle repository file name, including any documented repository folder. Download outputs are limited to 100 MiB. | +| `maxWaitSeconds` | number | No | Maximum wait in seconds \(1–3600, default 300\); also bounded by the workflow deadline. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `file` | file | Stored Sim UserFile \(at most 100 MiB\) | + +### Oracle EPM Planning Delete File + +Permanently delete the named Oracle repository file or snapshot. This cannot be undone by the integration. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `fileName` | string | Yes | Oracle repository file name, including any documented repository folder. Download outputs are limited to 100 MiB. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deleted` | boolean | Deletion completed | + +### Oracle EPM Planning Refresh Cube + +Run an existing Cube Refresh job. Optional parameters can log off users or terminate active requests; no administration changes are added implicitly. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `jobName` | string | Yes | Configured job, deployed rule or ruleset name. | +| `parameters` | json | No | Job-specific parameters or runtime prompts as a JSON object. Parameter names must match Oracle or the deployed job. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `job` | json | Planning job snapshot | +| ↳ `jobId` | number | Job ID | +| ↳ `status` | number | -1 processing; 0 success; 1 error; 2 cancel pending; 3 cancelled; 4 invalid parameter; other values are not success | +| ↳ `details` | string | Job details | +| ↳ `jobName` | string | Job name | +| ↳ `descriptiveStatus` | string | Human-readable status | +| ↳ `detailedStatus` | number | Detailed Oracle status | + +### Oracle EPM Planning Set Administration Mode + +Change application login access. Administrators mode logs off Interactive Users and Planners when the job completes. Requires Service Administrator. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `loginLevel` | string | Yes | Administrators or All Users. Administrators mode logs off Interactive Users and Planners. | +| `jobName` | string | No | Configured job, deployed rule or ruleset name. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `job` | json | Planning job snapshot | +| ↳ `jobId` | number | Job ID | +| ↳ `status` | number | -1 processing; 0 success; 1 error; 2 cancel pending; 3 cancelled; 4 invalid parameter; other values are not success | +| ↳ `details` | string | Job details | +| ↳ `jobName` | string | Job name | +| ↳ `descriptiveStatus` | string | Human-readable status | +| ↳ `detailedStatus` | number | Detailed Oracle status | + +### Oracle EPM Planning Run Data Map + +Submit a configured data map once. Service Administrator required. Clearing the target is destructive; clearData must be explicit (Oracle defaults to true). Use Wait for Job separately. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `jobName` | string | Yes | Configured job, deployed rule or ruleset name. | +| `clearData` | boolean | Yes | Explicitly clear the target region before copying. Destructive when true; Sim defaults to false, while Oracle defaults to true. | +| `overrideMembersMap` | json | No | Optional dimension-to-member-selection map, for example \{"Period":"ILvl0Descendants\(Q1\)"\}. Values must be strings. | +| `overrideExclusionMembersMap` | json | No | Optional dimension-to-excluded-member-selection map, for example \{"Period":"Jan"\}. Values must be strings. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `job` | json | Planning job snapshot | +| ↳ `jobId` | number | Job ID | +| ↳ `status` | number | Planning status: -1 processing, 0 success, 2 cancel pending; other values are failures | +| ↳ `details` | string | Job details | +| ↳ `jobName` | string | Job name | +| ↳ `descriptiveStatus` | string | Human-readable status | +| ↳ `detailedStatus` | number | Detailed Oracle status | + +### Oracle EPM Planning List User Variable Values + +Read one bounded page of user-variable values. Administrators can read all users; other users can read their own. No completion indicator is provided by Oracle. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `offset` | number | No | Zero-based page offset \(default 0\). | +| `limit` | number | No | Page size, 1–1000 \(default 100\). | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `userVariableValues` | array | One page of user-variable values; Oracle provides no completion flag | +| ↳ `userName` | string | userName | +| ↳ `name` | string | name | +| ↳ `dimension` | string | dimension | +| ↳ `member` | string | member | + +### Oracle EPM Planning Set User Variable Values + +Set a batch of user-variable values, distinct from substitution variables. Administrators can update other users; non-administrators can update their own values. Oracle does not guarantee transactional batch behavior. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `userVariableValues` | array | Yes | 1–1000 user-variable values: \[\{userName, name, dimension, member\}\]. Names are tenant-specific; do not assume batch atomicity. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `updated` | boolean | Oracle returned HTTP 204 for the update request; no per-item results or atomicity guarantee | + +### Oracle EPM Planning List Planning Units + +Read one page of planning units owned by the requesting Service Administrator for a scenario and version. This is not discovery of every user’s units; no completion flag is documented. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `scenario` | string | Yes | Exact scenario member name for the planning units. | +| `planningVersion` | string | Yes | Exact version member name for the planning units, not the REST API version. | +| `offset` | number | No | Zero-based page offset \(default 0\). | +| `limit` | number | No | Page size, 1–1000 \(default 100\). | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `planningUnits` | array | One page of owned planning units; numeric puId is not a compound identifier | +| ↳ `owner` | string | owner | +| ↳ `version` | string | version | +| ↳ `entity` | string | entity | +| ↳ `status` | string | status | +| ↳ `scenario` | string | scenario | +| ↳ `formattedValue` | string | formattedValue | +| ↳ `puName` | string | puName | +| ↳ `subStatus` | string | subStatus | +| ↳ `puAlias` | string | puAlias | +| ↳ `name` | string | name | +| ↳ `secMember` | string | secMember | +| ↳ `scenarioAlias` | string | scenarioAlias | +| ↳ `versionAlias` | string | versionAlias | +| ↳ `value` | number | Planning unit value | +| ↳ `puId` | number | Numeric unit ID, not the compound REST path identifier | + +### Oracle EPM Planning Get Planning Unit Actions + +List available approval actions for units owned by the requesting Service Administrator. Does not change ownership or status. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `puhIdentifier` | string | Yes | Raw Oracle planning-unit hierarchy identifier for scenario and version, including required quotes and :: separators. Not a numeric puId or a URL. Maximum 255 UTF-8 bytes; do not percent-encode. | +| `pmMembers` | string | Yes | Oracle PM-member selection \(Entity: Secondary member\), preserving tenant-specific quoting and comma-separated member names. | +| `approvalOptions` | number | No | 0 for limited approvals or 1 for full approvals \(default 1\). | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `planningUnitActions` | array | Available actions without performing any transition | +| ↳ `actionId` | number | Action ID | +| ↳ `name` | string | Action name | + +### Oracle EPM Planning Get Planning Unit History + +Read a bounded page of history and annotations for an owned planning unit. Any application user can read their own units; use sequence identifiers to request replies explicitly. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `puIdentifier` | string | Yes | Raw Oracle compound planning-unit identifier including scenario, version and PM-member context. Not the numeric puId or a URL. Preserve its exact quoting/separators; maximum 255 UTF-8 bytes. Do not percent-encode. | +| `annotSeq` | number | No | Annotation sequence to retrieve replies; -1 \(default\) with logSeq -1 retrieves parent nodes. | +| `logSeq` | number | No | History sequence to retrieve replies; -1 \(default\) with annotSeq -1 retrieves parent nodes. | +| `offset` | number | No | Zero-based page offset \(default 0\). | +| `limit` | number | No | Page size, 1–1000 \(default 100\). | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `planningUnitHistory` | array | One page of owned-unit history and annotations | +| ↳ `comment` | string | comment | +| ↳ `authorImagePath` | string | authorImagePath | +| ↳ `commentTitle` | string | commentTitle | +| ↳ `commentDate` | string | commentDate | +| ↳ `commentSubTitle` | string | commentSubTitle | +| ↳ `hasHistory` | boolean | hasHistory | +| ↳ `staticImage` | boolean | staticImage | +| ↳ `isChildNode` | boolean | isChildNode | +| ↳ `logSeq` | number | logSeq | +| ↳ `parentAnntSeq` | number | parentAnntSeq | +| ↳ `type` | string | Oracle history type | + +### Oracle EPM Planning Change Planning Unit Status + +Perform one explicitly chosen approval action. Service Administrator required; units must be owned by the caller and have compatible hierarchy levels and statuses. May change status or ownership; no automatic preflight or retry. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `puhIdentifier` | string | Yes | Raw Oracle planning-unit hierarchy identifier for scenario and version, including required quotes and :: separators. Not a numeric puId or a URL. Maximum 255 UTF-8 bytes; do not percent-encode. | +| `pmMembers` | string | Yes | Oracle PM-member selection \(Entity: Secondary member\), preserving tenant-specific quoting and comma-separated member names. | +| `actionId` | number | Yes | Explicit action ID returned by Get Planning Unit Actions, such as 6 for Promote. May change status or ownership. | +| `comments` | string | No | Optional comment for the explicit approval transition. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `planningUnitAction` | json | Oracle confirmation returned in self-link data, not a job snapshot | +| ↳ `pmMembers` | string | pmMembers | +| ↳ `action` | string | action | +| ↳ `comments` | string | comments | + +### Oracle EPM Planning Get Insights + +Retrieve IPM insights using the insight-specific slice. Defaults to existing insights. Recomputing requires a calendar and Administrator or IPM Manage role. Results may be incomplete; Oracle documents no pagination input. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `cube` | string | Yes | Cube / plan type name, not its numeric plan type ID. | +| `insightSlice` | json | Yes | IPM slice: pov \{members:string\[\], dimensions:string\[\]\}; rowAxisDefinition and columnAxisDefinition each \{dimensions:string\[\], segments:string\[\]\[\]\[\]\}. Not a Planning data grid. | +| `retrievalMode` | string | No | USE_EXISTING \(default\) reads stored insights. FORCE_RECOMPUTE generates insights and requires a calendar and Administrator or IPM Manage role. | +| `calendar` | string | No | Tenant calendar name, required only when generating insights with FORCE_RECOMPUTE. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `insights` | array | IPM insights in this response; inspect hasMore before treating the results as complete | +| ↳ `id` | string | Oracle numeric insight ID normalized to a string for summaries | +| ↳ `type` | string | Insight category | +| ↳ `accountName` | string | accountName | +| ↳ `sourceAccountName` | string | sourceAccountName | +| ↳ `planType` | string | planType | +| ↳ `actualImpact` | string | actualImpact | +| ↳ `percentImpact` | string | percentImpact | +| ↳ `createdDate` | string | createdDate | +| ↳ `description` | string | description | +| ↳ `standardVariance` | string | standardVariance | +| ↳ `priority` | string | priority | +| ↳ `pov` | string | pov | +| ↳ `percentageDiff` | string | percentageDiff | +| ↳ `percentageDiffFromAnomaly` | string | percentageDiffFromAnomaly | +| ↳ `outlierValue` | number | Raw anomaly outlier | +| ↳ `actualImpactValue` | number | Raw impact value | +| `totalResults` | number | Total insight count reported by Oracle | +| `hasMore` | boolean | Oracle reports incomplete results when true; no pagination request is documented | + +### Oracle EPM Planning Summarize Insights + +Return an IPM text summary by insight IDs or by slice. Slice mode requires a cube and insight slice. Defaults to existing insights; recomputing requires a calendar and Administrator or IPM Manage role. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle EPM service-account credential | +| `application` | string | Yes | Application name, exactly as configured in Oracle. | +| `summaryInputMode` | string | Yes | ids summarizes explicit insight IDs; slice summarizes an insight slice and requires cube plus insightSlice. | +| `insightIds` | array | No | 1–1000 insight ID strings returned by Get Insights; required in ids summary mode. | +| `cube` | string | No | Cube / plan type name, not its numeric plan type ID. | +| `insightSlice` | json | No | IPM slice: pov \{members:string\[\], dimensions:string\[\]\}; rowAxisDefinition and columnAxisDefinition each \{dimensions:string\[\], segments:string\[\]\[\]\[\]\}. Not a Planning data grid. | +| `retrievalMode` | string | No | USE_EXISTING \(default\) reads stored insights. FORCE_RECOMPUTE generates insights and requires a calendar and Administrator or IPM Manage role. | +| `calendar` | string | No | Tenant calendar name, required only when generating insights with FORCE_RECOMPUTE. | +| `summarySize` | number | No | Maximum summary length in words \(default 100; Sim range 1–10000\). Output format is always text. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `summary` | string | Oracle IPM summary in text format | + + diff --git a/apps/sim/blocks/blocks/oracle_epm_planning.ts b/apps/sim/blocks/blocks/oracle_epm_planning.ts new file mode 100644 index 00000000000..5b0cd41f1b9 --- /dev/null +++ b/apps/sim/blocks/blocks/oracle_epm_planning.ts @@ -0,0 +1,2714 @@ +import { NetSuiteIcon } from '@/components/icons' +import { AuthMode, type BlockConfig, type BlockMeta, IntegrationType } from '@/blocks/types' +import { normalizeFileInput, parseOptionalNumberInput } from '@/blocks/utils' +import type { OracleEpmPlanningResponse } from '@/tools/oracle_epm_planning/types' + +const OPERATION_INPUT_FIELDS: Record> = { + oracle_epm_planning_list_applications: {}, + oracle_epm_planning_list_cubes: { + application: 'application', + }, + oracle_epm_planning_list_dimensions: { + application: 'application', + cube: 'cube', + offset: 'offset', + limit: 'limit', + }, + oracle_epm_planning_get_dimension: { + application: 'application', + cube: 'cube', + dimension: 'dimension', + aliasTableName: 'aliasTableName', + }, + oracle_epm_planning_get_member: { + application: 'application', + dimension: 'dimension', + memberName: 'memberName', + }, + oracle_epm_planning_add_member: { + application: 'application', + dimension: 'dimension', + memberName: 'memberName', + parentName: 'parentName', + }, + oracle_epm_planning_list_substitution_variables: { + application: 'application', + cube: 'cube', + derivedValues: 'derivedValues', + }, + oracle_epm_planning_get_substitution_variable: { + application: 'application', + variableName: 'variableName', + cube: 'cube', + derivedValues: 'derivedValues', + }, + oracle_epm_planning_set_substitution_variables: { + application: 'application', + variables: 'variables', + }, + oracle_epm_planning_delete_substitution_variable: { + application: 'application', + variableName: 'variableName', + cube: 'cube', + }, + oracle_epm_planning_list_job_definitions: { + application: 'application', + jobType: 'jobType', + }, + oracle_epm_planning_run_job: { + application: 'application', + jobType: 'jobType', + jobName: 'jobName', + parameters: 'parameters', + }, + oracle_epm_planning_run_rule: { + application: 'application', + jobName: 'ruleName', + parameters: 'parameters', + }, + oracle_epm_planning_run_ruleset: { + application: 'application', + jobName: 'rulesetName', + parameters: 'parameters', + }, + oracle_epm_planning_get_job: { + application: 'application', + jobId: 'jobId', + }, + oracle_epm_planning_wait_for_job: { + application: 'application', + jobId: 'jobId', + maxWaitSeconds: 'maxWaitSeconds', + }, + oracle_epm_planning_get_job_details: { + application: 'application', + jobId: 'jobId', + offset: 'offset', + limit: 'limit', + messageType: 'messageType', + }, + oracle_epm_planning_export_data_slice: { + application: 'application', + cube: 'cube', + gridDefinition: 'gridDefinition', + }, + oracle_epm_planning_import_data_slice: { + application: 'application', + cube: 'cube', + dataGrid: 'dataGrid', + importOptions: 'importOptions', + }, + oracle_epm_planning_clear_data_slice: { + application: 'application', + cube: 'cube', + gridDefinition: 'gridDefinition', + clearEssbaseData: 'clearEssbaseData', + clearPlanningData: 'clearPlanningData', + }, + oracle_epm_planning_export_form_data: { + application: 'application', + form: 'form', + displayMemberAs: 'displayMemberAs', + memberAliasDelimiter: 'memberAliasDelimiter', + forceStartExpanded: 'forceStartExpanded', + }, + oracle_epm_planning_export_application_data: { + application: 'application', + jobName: 'configuredJobName', + cube: 'cube', + parameters: 'parameters', + }, + oracle_epm_planning_import_application_data: { + application: 'application', + jobName: 'configuredJobName', + cube: 'cube', + fileName: 'fileName', + parameters: 'parameters', + }, + oracle_epm_planning_list_files: {}, + oracle_epm_planning_upload_file: { + file: 'file', + fileName: 'destinationFileName', + maxWaitSeconds: 'maxWaitSeconds', + }, + oracle_epm_planning_download_file: { + fileName: 'fileName', + maxWaitSeconds: 'maxWaitSeconds', + }, + oracle_epm_planning_delete_file: { + fileName: 'fileName', + }, + oracle_epm_planning_refresh_cube: { + application: 'application', + jobName: 'configuredJobName', + parameters: 'parameters', + }, + oracle_epm_planning_set_administration_mode: { + application: 'application', + loginLevel: 'loginLevel', + jobName: 'configuredJobName', + }, + oracle_epm_planning_run_data_map: { + application: 'application', + jobName: 'dataMapName', + clearData: 'clearData', + overrideMembersMap: 'overrideMembersMap', + overrideExclusionMembersMap: 'overrideExclusionMembersMap', + }, + oracle_epm_planning_list_user_variable_values: { + application: 'application', + offset: 'offset', + limit: 'limit', + }, + oracle_epm_planning_set_user_variable_values: { + application: 'application', + userVariableValues: 'userVariableValues', + }, + oracle_epm_planning_list_planning_units: { + application: 'application', + scenario: 'scenario', + planningVersion: 'planningVersion', + offset: 'offset', + limit: 'limit', + }, + oracle_epm_planning_get_planning_unit_actions: { + application: 'application', + puhIdentifier: 'puhIdentifier', + pmMembers: 'pmMembers', + approvalOptions: 'approvalOptions', + }, + oracle_epm_planning_get_planning_unit_history: { + application: 'application', + puIdentifier: 'puIdentifier', + annotSeq: 'annotSeq', + logSeq: 'logSeq', + offset: 'offset', + limit: 'limit', + }, + oracle_epm_planning_change_planning_unit_status: { + application: 'application', + puhIdentifier: 'puhIdentifier', + pmMembers: 'pmMembers', + actionId: 'actionId', + comments: 'comments', + }, + oracle_epm_planning_get_insights: { + application: 'application', + cube: 'cube', + insightSlice: 'insightSlice', + retrievalMode: 'retrievalMode', + calendar: 'calendar', + }, + oracle_epm_planning_summarize_insights: { + application: 'application', + summaryInputMode: 'summaryInputMode', + insightIds: 'insightIds', + cube: 'cube', + insightSlice: 'insightSlice', + retrievalMode: 'retrievalMode', + calendar: 'calendar', + summarySize: 'summarySize', + }, +} +const JSON_FIELDS = new Set([ + 'overrideMembersMap', + 'overrideExclusionMembersMap', + 'userVariableValues', + 'insightSlice', + 'insightIds', + 'variables', + 'parameters', + 'gridDefinition', + 'dataGrid', + 'importOptions', +]) +const BOOLEAN_FIELDS = new Set([ + 'clearData', + 'derivedValues', + 'clearEssbaseData', + 'clearPlanningData', + 'forceStartExpanded', +]) + +/** Coercion belongs after reference resolution. Inactive fields never leak into another action. */ +function operationParams(params: Record): Record { + const fields = + typeof params.operation === 'string' ? OPERATION_INPUT_FIELDS[params.operation] : undefined + if (!fields) return {} + const result: Record = Object.fromEntries( + Object.values(OPERATION_INPUT_FIELDS).flatMap((mapping) => + Object.keys(mapping).map((field) => [field, undefined]) + ) + ) + result.oauthCredential = params.oauthCredential + for (const [wire, field] of Object.entries(fields)) { + if (params.operation === 'oracle_epm_planning_summarize_insights') { + if ( + params.summaryInputMode === 'ids' && + ['cube', 'insightSlice', 'retrievalMode', 'calendar'].includes(wire) + ) + continue + if (params.summaryInputMode === 'slice' && wire === 'insightIds') continue + } + if (wire === 'calendar' && params.retrievalMode !== 'FORCE_RECOMPUTE') continue + const value = params[field] + if (value === undefined || value === null || value === '') continue + if (JSON_FIELDS.has(wire)) { + try { + result[wire] = typeof value === 'string' ? JSON.parse(value) : value + } catch { + throw new Error(`${field} must be valid JSON`) + } + } else if (BOOLEAN_FIELDS.has(wire)) { + if (value !== true && value !== false && value !== 'true' && value !== 'false') + throw new Error(`${field} must be true or false`) + result[wire] = value === true || value === 'true' + } else if (wire === 'offset' || wire === 'limit' || wire === 'maxWaitSeconds') { + result[wire] = parseOptionalNumberInput(value, field, { + integer: true, + min: wire === 'offset' ? 0 : 1, + max: wire === 'offset' ? 1_000_000 : wire === 'limit' ? 1000 : 3600, + }) + } else if ( + ['actionId', 'approvalOptions', 'annotSeq', 'logSeq', 'summarySize'].includes(wire) + ) { + result[wire] = parseOptionalNumberInput(value, field, { + integer: true, + min: wire === 'annotSeq' || wire === 'logSeq' ? -1 : wire === 'approvalOptions' ? 0 : 1, + max: + wire === 'approvalOptions' ? 1 : wire === 'summarySize' ? 10000 : Number.MAX_SAFE_INTEGER, + }) + } else if (wire === 'jobId' && typeof value === 'number') { + if (!Number.isSafeInteger(value) || value < 0) + throw new Error('Job ID must be a nonnegative safe integer') + result[wire] = String(value) + } else if (wire === 'file') { + result[wire] = normalizeFileInput(value, { + single: true, + errorMessage: 'Upload exactly one file', + }) + } else { + result[wire] = value + } + } + return result +} + +export const OracleEpmPlanningBlock: BlockConfig = { + type: 'oracle_epm_planning', + name: 'Oracle EPM Planning & FreeForm', + description: + 'Manage Planning and FreeForm data, jobs, approvals, user variables and IPM insights', + longDescription: + 'Connect an Oracle EPM service-account credential to Planning and FreeForm. Discover applications, cubes and dimensions; manage dynamic members and substitution variables; run rules and configured jobs; transfer data slices, forms and repository files; and perform explicit cube refresh and login-access changes. Run data maps with explicit target clearing, manage user-variable values, inspect owned planning units and perform explicit approval actions, and retrieve or summarize IPM insights. Planning application modules use tenant-configured cubes and rules, not separate integrations. Insight retrieval defaults to existing results; recomputation is explicit and permission-dependent. Job submission and waiting are separate. Inline results are limited to 16 MiB and downloaded Sim files to 100 MiB. Discovery permissions may be broader than execution permissions: manual names remain available.', + docsLink: 'https://docs.sim.ai/integrations/oracle_epm_planning', + authMode: AuthMode.ApiKey, + category: 'tools', + integrationType: IntegrationType.Analytics, + bgColor: '#FFFFFF', + icon: NetSuiteIcon, + canvasPresentation: { + defaultTitle: 'Oracle EPM Planning & FreeForm', + sentences: { + byOperation: { + oracle_epm_planning_list_applications: ['List available applications'], + oracle_epm_planning_list_cubes: [ + { + text: 'List cubes in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_list_dimensions: [ + { + text: 'List dimensions of', + field: ['cubeSelector', 'cubeManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_get_dimension: [ + { + text: 'Read dimension', + field: ['dimensionSelector', 'dimensionManual'], + core: true, + }, + { + text: 'from cube', + field: ['cubeSelector', 'cubeManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_get_member: [ + { + text: 'Read member', + field: 'memberName', + core: true, + }, + { + text: 'in dimension', + field: ['dimensionSelector', 'dimensionManual'], + core: true, + }, + { + text: 'of', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_add_member: [ + { + text: 'Add member', + field: 'memberName', + core: true, + }, + { + text: 'under', + field: 'parentName', + core: true, + }, + { + text: 'in dimension', + field: ['dimensionSelector', 'dimensionManual'], + core: true, + }, + ], + oracle_epm_planning_list_substitution_variables: [ + { + text: 'List substitution variables in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + { + text: 'for cube', + field: ['cubeSelector', 'cubeManual'], + }, + ], + oracle_epm_planning_get_substitution_variable: [ + { + text: 'Read variable', + field: 'variableName', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + { + text: 'for cube', + field: ['cubeSelector', 'cubeManual'], + }, + ], + oracle_epm_planning_set_substitution_variables: [ + { + text: 'Set', + field: 'variables', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_delete_substitution_variable: [ + { + text: 'Delete variable', + field: 'variableName', + core: true, + }, + { + text: 'from', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + { + text: 'for cube', + field: ['cubeSelector', 'cubeManual'], + }, + ], + oracle_epm_planning_list_job_definitions: [ + { + text: 'List job definitions in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + { + text: 'of type', + field: 'jobType', + }, + ], + oracle_epm_planning_run_job: [ + { + text: 'Run job', + field: ['jobNameSelector', 'jobNameManual'], + core: true, + }, + { + text: 'of type', + field: 'jobType', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_run_rule: [ + { + text: 'Run rule', + field: ['ruleNameSelector', 'ruleNameManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + { + text: 'with', + field: 'parameters', + }, + ], + oracle_epm_planning_run_ruleset: [ + { + text: 'Run ruleset', + field: ['rulesetNameSelector', 'rulesetNameManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + { + text: 'with', + field: 'parameters', + }, + ], + oracle_epm_planning_get_job: [ + { + text: 'Read job', + field: 'jobId', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_wait_for_job: [ + { + text: 'Wait for job', + field: 'jobId', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_get_job_details: [ + { + text: 'Read diagnostics for job', + field: 'jobId', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + { + text: 'filtered by', + field: 'messageType', + }, + ], + oracle_epm_planning_export_data_slice: [ + { + text: 'Export', + field: 'gridDefinition', + core: true, + }, + { + text: 'from cube', + field: ['cubeSelector', 'cubeManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_import_data_slice: [ + { + text: 'Import', + field: 'dataGrid', + core: true, + }, + { + text: 'into cube', + field: ['cubeSelector', 'cubeManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_clear_data_slice: [ + { + text: 'Clear', + field: 'gridDefinition', + core: true, + }, + { + text: 'from cube', + field: ['cubeSelector', 'cubeManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_export_form_data: [ + { + text: 'Export form', + field: 'form', + core: true, + }, + { + text: 'from', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_export_application_data: [ + { + text: 'Export data from', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + { + text: 'using job', + field: 'configuredJobName', + }, + { + text: 'with', + field: 'parameters', + }, + ], + oracle_epm_planning_import_application_data: [ + { + text: 'Import data into', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + { + text: 'using job', + field: 'configuredJobName', + }, + { + text: 'from', + field: ['fileNameSelector', 'fileNameManual'], + }, + ], + oracle_epm_planning_list_files: ['List repository files'], + oracle_epm_planning_upload_file: [ + { + text: 'Upload', + field: ['uploadFile', 'fileReference'], + core: true, + }, + { + text: 'as', + field: 'destinationFileName', + }, + ], + oracle_epm_planning_download_file: [ + { + text: 'Download repository file', + field: ['fileNameSelector', 'fileNameManual'], + core: true, + }, + ], + oracle_epm_planning_delete_file: [ + { + text: 'Permanently delete repository file', + field: ['fileNameSelector', 'fileNameManual'], + core: true, + }, + ], + oracle_epm_planning_refresh_cube: [ + { + text: 'Refresh cubes with job', + field: 'configuredJobName', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_set_administration_mode: [ + { + text: 'Set application access to', + field: 'loginLevel', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_run_data_map: [ + { + text: 'Run data map', + field: ['dataMapNameSelector', 'dataMapNameManual'], + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_list_user_variable_values: [ + { + text: 'List user-variable values in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_set_user_variable_values: [ + { + text: 'Set user-variable values in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_list_planning_units: [ + { + text: 'List owned planning units in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + oracle_epm_planning_get_planning_unit_actions: [ + { + text: 'List available actions for', + field: 'pmMembers', + core: true, + }, + { + text: 'in', + field: 'puhIdentifier', + core: true, + }, + ], + oracle_epm_planning_get_planning_unit_history: [ + { + text: 'Read history for', + field: 'puIdentifier', + core: true, + }, + ], + oracle_epm_planning_change_planning_unit_status: [ + { + text: 'Apply action', + field: 'actionId', + core: true, + }, + { + text: 'to', + field: 'pmMembers', + core: true, + }, + { + text: 'in', + field: 'puhIdentifier', + core: true, + }, + ], + oracle_epm_planning_get_insights: [ + { + text: 'Get insights for', + field: 'insightSlice', + core: true, + }, + { + text: 'in cube', + field: ['cubeSelector', 'cubeManual'], + core: true, + }, + ], + oracle_epm_planning_summarize_insights: [ + { + text: 'Summarize insights using', + field: 'summaryInputMode', + core: true, + }, + { + text: 'in', + field: ['applicationSelector', 'applicationManual'], + core: true, + }, + ], + }, + }, + }, + subBlocks: [ + { + id: 'credential', + title: 'Oracle EPM Account', + type: 'oauth-input', + serviceId: 'oracle-epm', + credentialKind: 'service-account', + canonicalParamId: 'oauthCredential', + mode: 'basic', + placeholder: 'Select Oracle EPM credential', + required: true, + }, + { + id: 'manualCredential', + title: 'Oracle EPM Account', + type: 'short-input', + canonicalParamId: 'oauthCredential', + mode: 'advanced', + placeholder: 'Enter credential ID', + required: true, + }, + { + id: 'operation', + title: 'Operation', + type: 'dropdown', + options: [ + { label: 'List Applications', id: 'oracle_epm_planning_list_applications' }, + { label: 'List Cubes', id: 'oracle_epm_planning_list_cubes' }, + { label: 'List Dimensions', id: 'oracle_epm_planning_list_dimensions' }, + { label: 'Get Dimension', id: 'oracle_epm_planning_get_dimension' }, + { label: 'Get Member', id: 'oracle_epm_planning_get_member' }, + { label: 'Add Member', id: 'oracle_epm_planning_add_member' }, + { + label: 'List Substitution Variables', + id: 'oracle_epm_planning_list_substitution_variables', + }, + { label: 'Get Substitution Variable', id: 'oracle_epm_planning_get_substitution_variable' }, + { + label: 'Set Substitution Variables', + id: 'oracle_epm_planning_set_substitution_variables', + }, + { + label: 'Delete Substitution Variable', + id: 'oracle_epm_planning_delete_substitution_variable', + }, + { label: 'List Job Definitions', id: 'oracle_epm_planning_list_job_definitions' }, + { label: 'Run Job', id: 'oracle_epm_planning_run_job' }, + { label: 'Run Rule', id: 'oracle_epm_planning_run_rule' }, + { label: 'Run Ruleset', id: 'oracle_epm_planning_run_ruleset' }, + { label: 'Get Job', id: 'oracle_epm_planning_get_job' }, + { label: 'Wait For Job', id: 'oracle_epm_planning_wait_for_job' }, + { label: 'Get Job Details', id: 'oracle_epm_planning_get_job_details' }, + { label: 'Export Data Slice', id: 'oracle_epm_planning_export_data_slice' }, + { label: 'Import Data Slice', id: 'oracle_epm_planning_import_data_slice' }, + { label: 'Clear Data Slice', id: 'oracle_epm_planning_clear_data_slice' }, + { label: 'Export Form Data', id: 'oracle_epm_planning_export_form_data' }, + { label: 'Export Application Data', id: 'oracle_epm_planning_export_application_data' }, + { label: 'Import Application Data', id: 'oracle_epm_planning_import_application_data' }, + { label: 'List Files', id: 'oracle_epm_planning_list_files' }, + { label: 'Upload File', id: 'oracle_epm_planning_upload_file' }, + { label: 'Download File', id: 'oracle_epm_planning_download_file' }, + { label: 'Delete File', id: 'oracle_epm_planning_delete_file' }, + { label: 'Refresh Cube', id: 'oracle_epm_planning_refresh_cube' }, + { label: 'Set Administration Mode', id: 'oracle_epm_planning_set_administration_mode' }, + { label: 'Run Data Map', id: 'oracle_epm_planning_run_data_map' }, + { label: 'List User Variable Values', id: 'oracle_epm_planning_list_user_variable_values' }, + { label: 'Set User Variable Values', id: 'oracle_epm_planning_set_user_variable_values' }, + { label: 'List Planning Units', id: 'oracle_epm_planning_list_planning_units' }, + { label: 'Get Planning Unit Actions', id: 'oracle_epm_planning_get_planning_unit_actions' }, + { label: 'Get Planning Unit History', id: 'oracle_epm_planning_get_planning_unit_history' }, + { + label: 'Change Planning Unit Status', + id: 'oracle_epm_planning_change_planning_unit_status', + }, + { label: 'Get Insights', id: 'oracle_epm_planning_get_insights' }, + { label: 'Summarize Insights', id: 'oracle_epm_planning_summarize_insights' }, + ], + value: () => 'oracle_epm_planning_list_applications', + required: true, + }, + { + id: 'applicationSelector', + title: 'Application', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_list_cubes', + 'oracle_epm_planning_list_dimensions', + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_get_member', + 'oracle_epm_planning_add_member', + 'oracle_epm_planning_list_substitution_variables', + 'oracle_epm_planning_get_substitution_variable', + 'oracle_epm_planning_set_substitution_variables', + 'oracle_epm_planning_delete_substitution_variable', + 'oracle_epm_planning_list_job_definitions', + 'oracle_epm_planning_run_job', + 'oracle_epm_planning_run_rule', + 'oracle_epm_planning_run_ruleset', + 'oracle_epm_planning_get_job', + 'oracle_epm_planning_wait_for_job', + 'oracle_epm_planning_get_job_details', + 'oracle_epm_planning_export_data_slice', + 'oracle_epm_planning_import_data_slice', + 'oracle_epm_planning_clear_data_slice', + 'oracle_epm_planning_export_form_data', + 'oracle_epm_planning_export_application_data', + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_refresh_cube', + 'oracle_epm_planning_set_administration_mode', + 'oracle_epm_planning_run_data_map', + 'oracle_epm_planning_list_user_variable_values', + 'oracle_epm_planning_set_user_variable_values', + 'oracle_epm_planning_list_planning_units', + 'oracle_epm_planning_get_planning_unit_actions', + 'oracle_epm_planning_get_planning_unit_history', + 'oracle_epm_planning_change_planning_unit_status', + 'oracle_epm_planning_get_insights', + 'oracle_epm_planning_summarize_insights', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_planning_list_cubes', + 'oracle_epm_planning_list_dimensions', + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_get_member', + 'oracle_epm_planning_add_member', + 'oracle_epm_planning_list_substitution_variables', + 'oracle_epm_planning_get_substitution_variable', + 'oracle_epm_planning_set_substitution_variables', + 'oracle_epm_planning_delete_substitution_variable', + 'oracle_epm_planning_list_job_definitions', + 'oracle_epm_planning_run_job', + 'oracle_epm_planning_run_rule', + 'oracle_epm_planning_run_ruleset', + 'oracle_epm_planning_get_job', + 'oracle_epm_planning_wait_for_job', + 'oracle_epm_planning_get_job_details', + 'oracle_epm_planning_export_data_slice', + 'oracle_epm_planning_import_data_slice', + 'oracle_epm_planning_clear_data_slice', + 'oracle_epm_planning_export_form_data', + 'oracle_epm_planning_export_application_data', + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_refresh_cube', + 'oracle_epm_planning_set_administration_mode', + 'oracle_epm_planning_run_data_map', + 'oracle_epm_planning_list_user_variable_values', + 'oracle_epm_planning_set_user_variable_values', + 'oracle_epm_planning_list_planning_units', + 'oracle_epm_planning_get_planning_unit_actions', + 'oracle_epm_planning_get_planning_unit_history', + 'oracle_epm_planning_change_planning_unit_status', + 'oracle_epm_planning_get_insights', + 'oracle_epm_planning_summarize_insights', + ], + }, + type: 'project-selector', + canonicalParamId: 'application', + serviceId: 'oracle-epm', + selectorKey: 'oracleEpmPlanning.applications', + dependsOn: ['credential'], + mode: 'basic', + placeholder: 'Select application', + }, + { + id: 'applicationManual', + title: 'Application', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_list_cubes', + 'oracle_epm_planning_list_dimensions', + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_get_member', + 'oracle_epm_planning_add_member', + 'oracle_epm_planning_list_substitution_variables', + 'oracle_epm_planning_get_substitution_variable', + 'oracle_epm_planning_set_substitution_variables', + 'oracle_epm_planning_delete_substitution_variable', + 'oracle_epm_planning_list_job_definitions', + 'oracle_epm_planning_run_job', + 'oracle_epm_planning_run_rule', + 'oracle_epm_planning_run_ruleset', + 'oracle_epm_planning_get_job', + 'oracle_epm_planning_wait_for_job', + 'oracle_epm_planning_get_job_details', + 'oracle_epm_planning_export_data_slice', + 'oracle_epm_planning_import_data_slice', + 'oracle_epm_planning_clear_data_slice', + 'oracle_epm_planning_export_form_data', + 'oracle_epm_planning_export_application_data', + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_refresh_cube', + 'oracle_epm_planning_set_administration_mode', + 'oracle_epm_planning_run_data_map', + 'oracle_epm_planning_list_user_variable_values', + 'oracle_epm_planning_set_user_variable_values', + 'oracle_epm_planning_list_planning_units', + 'oracle_epm_planning_get_planning_unit_actions', + 'oracle_epm_planning_get_planning_unit_history', + 'oracle_epm_planning_change_planning_unit_status', + 'oracle_epm_planning_get_insights', + 'oracle_epm_planning_summarize_insights', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_planning_list_cubes', + 'oracle_epm_planning_list_dimensions', + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_get_member', + 'oracle_epm_planning_add_member', + 'oracle_epm_planning_list_substitution_variables', + 'oracle_epm_planning_get_substitution_variable', + 'oracle_epm_planning_set_substitution_variables', + 'oracle_epm_planning_delete_substitution_variable', + 'oracle_epm_planning_list_job_definitions', + 'oracle_epm_planning_run_job', + 'oracle_epm_planning_run_rule', + 'oracle_epm_planning_run_ruleset', + 'oracle_epm_planning_get_job', + 'oracle_epm_planning_wait_for_job', + 'oracle_epm_planning_get_job_details', + 'oracle_epm_planning_export_data_slice', + 'oracle_epm_planning_import_data_slice', + 'oracle_epm_planning_clear_data_slice', + 'oracle_epm_planning_export_form_data', + 'oracle_epm_planning_export_application_data', + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_refresh_cube', + 'oracle_epm_planning_set_administration_mode', + 'oracle_epm_planning_run_data_map', + 'oracle_epm_planning_list_user_variable_values', + 'oracle_epm_planning_set_user_variable_values', + 'oracle_epm_planning_list_planning_units', + 'oracle_epm_planning_get_planning_unit_actions', + 'oracle_epm_planning_get_planning_unit_history', + 'oracle_epm_planning_change_planning_unit_status', + 'oracle_epm_planning_get_insights', + 'oracle_epm_planning_summarize_insights', + ], + }, + type: 'short-input', + canonicalParamId: 'application', + mode: 'advanced', + placeholder: 'Enter application manually', + }, + { + id: 'cubeSelector', + title: 'Cube', + condition: (values) => ({ + field: 'operation', + value: [ + 'oracle_epm_planning_get_insights', + ...(values?.summaryInputMode === 'slice' + ? ['oracle_epm_planning_summarize_insights'] + : []), + 'oracle_epm_planning_list_dimensions', + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_list_substitution_variables', + 'oracle_epm_planning_get_substitution_variable', + 'oracle_epm_planning_delete_substitution_variable', + 'oracle_epm_planning_export_data_slice', + 'oracle_epm_planning_import_data_slice', + 'oracle_epm_planning_clear_data_slice', + 'oracle_epm_planning_export_application_data', + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_get_member', + 'oracle_epm_planning_add_member', + ], + }), + required: (values) => ({ + field: 'operation', + value: [ + ...(values?.summaryInputMode === 'slice' + ? ['oracle_epm_planning_summarize_insights'] + : []), + 'oracle_epm_planning_get_insights', + 'oracle_epm_planning_list_dimensions', + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_export_data_slice', + 'oracle_epm_planning_import_data_slice', + 'oracle_epm_planning_clear_data_slice', + ], + }), + type: 'project-selector', + canonicalParamId: 'cube', + serviceId: 'oracle-epm', + selectorKey: 'oracleEpmPlanning.cubes', + dependsOn: ['credential', 'applicationSelector'], + mode: 'basic', + placeholder: 'Select cube', + }, + { + id: 'cubeManual', + title: 'Cube', + condition: (values) => ({ + field: 'operation', + value: [ + 'oracle_epm_planning_get_insights', + ...(values?.summaryInputMode === 'slice' + ? ['oracle_epm_planning_summarize_insights'] + : []), + 'oracle_epm_planning_list_dimensions', + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_list_substitution_variables', + 'oracle_epm_planning_get_substitution_variable', + 'oracle_epm_planning_delete_substitution_variable', + 'oracle_epm_planning_export_data_slice', + 'oracle_epm_planning_import_data_slice', + 'oracle_epm_planning_clear_data_slice', + 'oracle_epm_planning_export_application_data', + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_get_member', + 'oracle_epm_planning_add_member', + ], + }), + required: (values) => ({ + field: 'operation', + value: [ + ...(values?.summaryInputMode === 'slice' + ? ['oracle_epm_planning_summarize_insights'] + : []), + 'oracle_epm_planning_get_insights', + 'oracle_epm_planning_list_dimensions', + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_export_data_slice', + 'oracle_epm_planning_import_data_slice', + 'oracle_epm_planning_clear_data_slice', + ], + }), + type: 'short-input', + canonicalParamId: 'cube', + mode: 'advanced', + placeholder: 'Enter cube manually', + }, + { + id: 'offset', + mode: 'advanced', + title: 'Offset', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_list_user_variable_values', + 'oracle_epm_planning_list_planning_units', + 'oracle_epm_planning_get_planning_unit_history', + 'oracle_epm_planning_list_dimensions', + 'oracle_epm_planning_get_job_details', + ], + }, + required: false, + type: 'short-input', + placeholder: 'Zero-based page offset (default 0).', + }, + { + id: 'limit', + mode: 'advanced', + title: 'Limit', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_list_user_variable_values', + 'oracle_epm_planning_list_planning_units', + 'oracle_epm_planning_get_planning_unit_history', + 'oracle_epm_planning_list_dimensions', + 'oracle_epm_planning_get_job_details', + ], + }, + required: false, + type: 'short-input', + placeholder: 'Page size, 1–1000 (default 100).', + }, + { + id: 'dimensionSelector', + title: 'Dimension', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_get_member', + 'oracle_epm_planning_add_member', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_get_member', + 'oracle_epm_planning_add_member', + ], + }, + type: 'project-selector', + canonicalParamId: 'dimension', + serviceId: 'oracle-epm', + selectorKey: 'oracleEpmPlanning.dimensions', + dependsOn: ['credential', 'applicationSelector', 'cubeSelector'], + mode: 'basic', + placeholder: 'Select dimension', + }, + { + id: 'dimensionManual', + title: 'Dimension', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_get_member', + 'oracle_epm_planning_add_member', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_get_member', + 'oracle_epm_planning_add_member', + ], + }, + type: 'short-input', + canonicalParamId: 'dimension', + mode: 'advanced', + placeholder: 'Enter dimension manually', + }, + { + id: 'aliasTableName', + mode: 'advanced', + title: 'Alias Table', + condition: { field: 'operation', value: ['oracle_epm_planning_get_dimension'] }, + required: false, + type: 'short-input', + placeholder: 'Optional alias table name for the dimension hierarchy.', + }, + { + id: 'memberName', + title: 'Member Name', + condition: { + field: 'operation', + value: ['oracle_epm_planning_get_member', 'oracle_epm_planning_add_member'], + }, + required: { + field: 'operation', + value: ['oracle_epm_planning_get_member', 'oracle_epm_planning_add_member'], + }, + type: 'short-input', + placeholder: 'Exact member name.', + }, + { + id: 'parentName', + title: 'Parent Name', + condition: { field: 'operation', value: ['oracle_epm_planning_add_member'] }, + required: { field: 'operation', value: ['oracle_epm_planning_add_member'] }, + type: 'short-input', + placeholder: 'Dynamic-enabled parent member name.', + }, + { + id: 'derivedValues', + mode: 'advanced', + title: 'Derived Values', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_list_substitution_variables', + 'oracle_epm_planning_get_substitution_variable', + ], + }, + required: false, + type: 'switch', + placeholder: 'Include inherited application variables for a cube (default false).', + defaultValue: false, + }, + { + id: 'variableName', + title: 'Variable Name', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_get_substitution_variable', + 'oracle_epm_planning_delete_substitution_variable', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_planning_get_substitution_variable', + 'oracle_epm_planning_delete_substitution_variable', + ], + }, + type: 'short-input', + placeholder: 'Substitution variable name.', + }, + { + id: 'variables', + canvasNoun: 'variables', + wandConfig: { + enabled: true, + prompt: + 'Generate Oracle EPM Planning variables using only the fields requested by the user and documented by Oracle. Variables to create or update: [{name, value, planType}]. Use ALL for application scope. Do not invent member names, runtime prompt names or unsupported fields. Return ONLY the JSON array.', + placeholder: 'Describe the Planning variables', + }, + title: 'Substitution Variables (JSON)', + condition: { field: 'operation', value: ['oracle_epm_planning_set_substitution_variables'] }, + required: { field: 'operation', value: ['oracle_epm_planning_set_substitution_variables'] }, + type: 'code', + placeholder: + 'Variables to create or update: [{name, value, planType}]. Use ALL for application scope.', + language: 'json', + }, + { + id: 'jobType', + title: 'Job Type', + condition: { + field: 'operation', + value: ['oracle_epm_planning_list_job_definitions', 'oracle_epm_planning_run_job'], + }, + required: { field: 'operation', value: ['oracle_epm_planning_run_job'] }, + type: 'short-input', + placeholder: 'Oracle job type, such as RULES, RULESET, IMPORT_DATA or EXPORT_DATA.', + }, + { + id: 'jobNameSelector', + title: 'Job Name', + condition: { field: 'operation', value: ['oracle_epm_planning_run_job'] }, + required: { field: 'operation', value: ['oracle_epm_planning_run_job'] }, + type: 'project-selector', + canonicalParamId: 'jobName', + serviceId: 'oracle-epm', + selectorKey: 'oracleEpmPlanning.jobDefinitions', + dependsOn: ['credential', 'applicationSelector', 'jobType'], + mode: 'basic', + placeholder: 'Select job name', + }, + { + id: 'jobNameManual', + title: 'Job Name', + condition: { field: 'operation', value: ['oracle_epm_planning_run_job'] }, + required: { field: 'operation', value: ['oracle_epm_planning_run_job'] }, + type: 'short-input', + canonicalParamId: 'jobName', + mode: 'advanced', + placeholder: 'Enter job name manually', + }, + { + id: 'parameters', + canvasNoun: 'parameters', + wandConfig: { + enabled: true, + prompt: + 'Generate Oracle EPM Planning parameters using only the fields requested by the user and documented by Oracle. Job-specific parameters or runtime prompts as a JSON object. Parameter names must match Oracle or the deployed job. Do not invent member names, runtime prompt names or unsupported fields. Return ONLY the JSON object.', + placeholder: 'Describe the Planning parameters', + }, + title: 'Job Parameters / Runtime Prompts (JSON)', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_run_job', + 'oracle_epm_planning_run_rule', + 'oracle_epm_planning_run_ruleset', + 'oracle_epm_planning_export_application_data', + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_refresh_cube', + ], + }, + required: false, + type: 'code', + placeholder: + 'Job-specific parameters or runtime prompts as a JSON object. Parameter names must match Oracle or the deployed job.', + language: 'json', + }, + { + id: 'ruleNameSelector', + title: 'Business Rule', + condition: { field: 'operation', value: ['oracle_epm_planning_run_rule'] }, + required: { field: 'operation', value: ['oracle_epm_planning_run_rule'] }, + type: 'project-selector', + canonicalParamId: 'ruleName', + serviceId: 'oracle-epm', + selectorKey: 'oracleEpmPlanning.rules', + dependsOn: ['credential', 'applicationSelector'], + mode: 'basic', + placeholder: 'Select business rule', + }, + { + id: 'ruleNameManual', + title: 'Business Rule', + condition: { field: 'operation', value: ['oracle_epm_planning_run_rule'] }, + required: { field: 'operation', value: ['oracle_epm_planning_run_rule'] }, + type: 'short-input', + canonicalParamId: 'ruleName', + mode: 'advanced', + placeholder: 'Enter business rule manually', + }, + { + id: 'rulesetNameSelector', + title: 'Ruleset', + condition: { field: 'operation', value: ['oracle_epm_planning_run_ruleset'] }, + required: { field: 'operation', value: ['oracle_epm_planning_run_ruleset'] }, + type: 'project-selector', + canonicalParamId: 'rulesetName', + serviceId: 'oracle-epm', + selectorKey: 'oracleEpmPlanning.rulesets', + dependsOn: ['credential', 'applicationSelector'], + mode: 'basic', + placeholder: 'Select ruleset', + }, + { + id: 'rulesetNameManual', + title: 'Ruleset', + condition: { field: 'operation', value: ['oracle_epm_planning_run_ruleset'] }, + required: { field: 'operation', value: ['oracle_epm_planning_run_ruleset'] }, + type: 'short-input', + canonicalParamId: 'rulesetName', + mode: 'advanced', + placeholder: 'Enter ruleset manually', + }, + { + id: 'jobId', + title: 'Job ID', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_get_job', + 'oracle_epm_planning_wait_for_job', + 'oracle_epm_planning_get_job_details', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_planning_get_job', + 'oracle_epm_planning_wait_for_job', + 'oracle_epm_planning_get_job_details', + ], + }, + type: 'short-input', + placeholder: 'Numeric ID returned when the Planning job was submitted.', + }, + { + id: 'maxWaitSeconds', + mode: 'advanced', + title: 'Max Wait Seconds', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_wait_for_job', + 'oracle_epm_planning_upload_file', + 'oracle_epm_planning_download_file', + ], + }, + required: false, + type: 'short-input', + placeholder: + 'Maximum wait in seconds (1–3600, default 300); also bounded by the workflow deadline.', + }, + { + id: 'messageType', + mode: 'advanced', + title: 'Message Type', + condition: { field: 'operation', value: ['oracle_epm_planning_get_job_details'] }, + required: false, + type: 'dropdown', + placeholder: 'Diagnostic message filter: INFO, WARNING or ERROR.', + options: [ + { label: 'INFO', id: 'INFO' }, + { label: 'WARNING', id: 'WARNING' }, + { label: 'ERROR', id: 'ERROR' }, + ], + }, + { + id: 'gridDefinition', + canvasNoun: 'grid', + wandConfig: { + enabled: true, + prompt: + 'Generate Oracle EPM Planning gridDefinition using only the fields requested by the user and documented by Oracle. Grid selection: pov {members: string[][]}, columns and rows arrays of {members: string[][]}; optional dimensions and missing-cell suppression flags. Do not invent member names, runtime prompt names or unsupported fields. Return ONLY the JSON object.', + placeholder: 'Describe the Planning gridDefinition', + }, + title: 'Grid Definition (JSON)', + condition: { + field: 'operation', + value: ['oracle_epm_planning_export_data_slice', 'oracle_epm_planning_clear_data_slice'], + }, + required: { + field: 'operation', + value: ['oracle_epm_planning_export_data_slice', 'oracle_epm_planning_clear_data_slice'], + }, + type: 'code', + placeholder: + 'Grid selection: pov {members: string[][]}, columns and rows arrays of {members: string[][]}; optional dimensions and missing-cell suppression flags.', + language: 'json', + }, + { + id: 'dataGrid', + canvasNoun: 'grid', + wandConfig: { + enabled: true, + prompt: + 'Generate Oracle EPM Planning dataGrid using only the fields requested by the user and documented by Oracle. Cell grid: pov string[], columns string[][], rows [{headers: string[], data: (string|number)[]}]. Use #missing to clear a cell. Do not invent member names, runtime prompt names or unsupported fields. Return ONLY the JSON object.', + placeholder: 'Describe the Planning dataGrid', + }, + title: 'Data Grid (JSON)', + condition: { field: 'operation', value: ['oracle_epm_planning_import_data_slice'] }, + required: { field: 'operation', value: ['oracle_epm_planning_import_data_slice'] }, + type: 'code', + placeholder: + 'Cell grid: pov string[], columns string[][], rows [{headers: string[], data: (string|number)[]}]. Use #missing to clear a cell.', + language: 'json', + }, + { + id: 'importOptions', + mode: 'advanced', + canvasNoun: 'import options', + wandConfig: { + enabled: true, + prompt: + 'Generate Oracle EPM Planning importOptions using only the fields requested by the user and documented by Oracle. Optional aggregateEssbaseData, cellNotesOption (Overwrite/Append/Skip), dateFormat, strictDateValidation. Defaults follow Oracle. Do not invent member names, runtime prompt names or unsupported fields. Return ONLY the JSON object.', + placeholder: 'Describe the Planning importOptions', + }, + title: 'Import Options (JSON)', + condition: { field: 'operation', value: ['oracle_epm_planning_import_data_slice'] }, + required: false, + type: 'code', + placeholder: + 'Optional aggregateEssbaseData, cellNotesOption (Overwrite/Append/Skip), dateFormat, strictDateValidation. Defaults follow Oracle.', + language: 'json', + }, + { + id: 'clearEssbaseData', + title: 'Clear Essbase Data', + condition: { field: 'operation', value: ['oracle_epm_planning_clear_data_slice'] }, + required: false, + type: 'switch', + placeholder: 'Clear Essbase cell values (default true). This is destructive.', + defaultValue: true, + }, + { + id: 'clearPlanningData', + title: 'Clear Planning Data', + condition: { field: 'operation', value: ['oracle_epm_planning_clear_data_slice'] }, + required: false, + type: 'switch', + placeholder: 'Clear Planning cell details (default false). This is destructive.', + defaultValue: false, + }, + { + id: 'form', + title: 'Form', + condition: { field: 'operation', value: ['oracle_epm_planning_export_form_data'] }, + required: { field: 'operation', value: ['oracle_epm_planning_export_form_data'] }, + type: 'short-input', + placeholder: 'Exact form name or ID. Form discovery and page filtering are not supported.', + }, + { + id: 'displayMemberAs', + mode: 'advanced', + title: 'Display Member As', + condition: { field: 'operation', value: ['oracle_epm_planning_export_form_data'] }, + required: false, + type: 'dropdown', + placeholder: + 'MEMBER_NAME, MEMBER_NAME_THEN_ALIAS, or ALIAS_THEN_MEMBER_NAME (default MEMBER_NAME).', + options: [ + { label: 'MEMBER_NAME', id: 'MEMBER_NAME' }, + { label: 'MEMBER_NAME_THEN_ALIAS', id: 'MEMBER_NAME_THEN_ALIAS' }, + { label: 'ALIAS_THEN_MEMBER_NAME', id: 'ALIAS_THEN_MEMBER_NAME' }, + ], + }, + { + id: 'memberAliasDelimiter', + mode: 'advanced', + title: 'Member Alias Delimiter', + condition: { field: 'operation', value: ['oracle_epm_planning_export_form_data'] }, + required: false, + type: 'short-input', + placeholder: 'Delimiter between a member and alias (default colon).', + }, + { + id: 'forceStartExpanded', + mode: 'advanced', + title: 'Force Start Expanded', + condition: { field: 'operation', value: ['oracle_epm_planning_export_form_data'] }, + required: false, + type: 'switch', + placeholder: 'Force expandable form rows and columns to start expanded (default false).', + defaultValue: false, + }, + { + id: 'configuredJobName', + title: 'Configured Job Name', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_export_application_data', + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_refresh_cube', + 'oracle_epm_planning_set_administration_mode', + ], + }, + required: { field: 'operation', value: ['oracle_epm_planning_refresh_cube'] }, + type: 'short-input', + placeholder: 'Configured job, deployed rule or ruleset name.', + }, + { + id: 'fileNameSelector', + title: 'File Name', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_download_file', + 'oracle_epm_planning_delete_file', + ], + }, + required: { + field: 'operation', + value: ['oracle_epm_planning_download_file', 'oracle_epm_planning_delete_file'], + }, + type: 'project-selector', + canonicalParamId: 'fileName', + serviceId: 'oracle-epm', + selectorKey: 'oracleEpmPlanning.files', + dependsOn: ['credential'], + mode: 'basic', + placeholder: 'Select file name', + }, + { + id: 'fileNameManual', + title: 'File Name', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_download_file', + 'oracle_epm_planning_delete_file', + ], + }, + required: { + field: 'operation', + value: ['oracle_epm_planning_download_file', 'oracle_epm_planning_delete_file'], + }, + type: 'short-input', + canonicalParamId: 'fileName', + mode: 'advanced', + placeholder: 'Enter file name manually', + }, + { + id: 'uploadFile', + title: 'File to Upload', + condition: { field: 'operation', value: ['oracle_epm_planning_upload_file'] }, + required: { field: 'operation', value: ['oracle_epm_planning_upload_file'] }, + type: 'file-upload', + canonicalParamId: 'file', + multiple: false, + mode: 'basic', + maxSize: 5368709120, + canvasNoun: 'file', + placeholder: 'Select one Sim file', + }, + { + id: 'fileReference', + title: 'File Reference', + condition: { field: 'operation', value: ['oracle_epm_planning_upload_file'] }, + required: { field: 'operation', value: ['oracle_epm_planning_upload_file'] }, + type: 'short-input', + canonicalParamId: 'file', + mode: 'advanced', + placeholder: 'Reference a UserFile from a previous block', + }, + { + id: 'destinationFileName', + title: 'Destination File Name', + condition: { field: 'operation', value: ['oracle_epm_planning_upload_file'] }, + required: false, + type: 'short-input', + placeholder: + 'Oracle repository file name, including any documented repository folder. Download outputs are limited to 100 MiB.', + }, + { + id: 'loginLevel', + title: 'Login Access', + condition: { field: 'operation', value: ['oracle_epm_planning_set_administration_mode'] }, + required: { field: 'operation', value: ['oracle_epm_planning_set_administration_mode'] }, + type: 'dropdown', + placeholder: + 'Administrators or All Users. Administrators mode logs off Interactive Users and Planners.', + options: [ + { label: 'Administrators', id: 'Administrators' }, + { label: 'All Users', id: 'All Users' }, + ], + }, + { + id: 'objectType', + title: 'Data Map Job Type', + type: 'dropdown', + options: [ + { + label: 'Plan Type Map', + id: 'PLAN_TYPE_MAP', + }, + ], + defaultValue: 'PLAN_TYPE_MAP', + condition: { + field: 'operation', + value: ['oracle_epm_planning_run_data_map'], + }, + description: 'Discovery filter only. Run Data Map always submits PLAN_TYPE_MAP.', + }, + { + id: 'dataMapNameSelector', + title: 'Data Map', + type: 'project-selector', + canonicalParamId: 'dataMapName', + mode: 'basic', + required: { + field: 'operation', + value: ['oracle_epm_planning_run_data_map'], + }, + condition: { + field: 'operation', + value: ['oracle_epm_planning_run_data_map'], + }, + serviceId: 'oracle-epm', + selectorKey: 'oracleEpmPlanning.jobDefinitions', + dependsOn: ['credential', 'applicationSelector', 'objectType'], + }, + { + id: 'dataMapNameManual', + title: 'Data Map', + type: 'short-input', + canonicalParamId: 'dataMapName', + mode: 'advanced', + required: { + field: 'operation', + value: ['oracle_epm_planning_run_data_map'], + }, + condition: { + field: 'operation', + value: ['oracle_epm_planning_run_data_map'], + }, + placeholder: 'Enter a configured data-map job name', + }, + { + id: 'clearData', + title: 'Clear Data', + type: 'switch', + condition: { + field: 'operation', + value: ['oracle_epm_planning_run_data_map'], + }, + required: { + field: 'operation', + value: ['oracle_epm_planning_run_data_map'], + }, + placeholder: + 'Explicitly clear the target region before copying. Destructive when true; Sim defaults to false, while Oracle defaults to true.', + defaultValue: false, + }, + { + id: 'overrideMembersMap', + title: 'Override Members Map (JSON)', + type: 'code', + condition: { + field: 'operation', + value: ['oracle_epm_planning_run_data_map'], + }, + required: false, + placeholder: + 'Optional dimension-to-member-selection map, for example {"Period":"ILvl0Descendants(Q1)"}. Values must be strings.', + language: 'json', + canvasNoun: 'member selections', + wandConfig: { + enabled: true, + prompt: + 'Generate only the requested Oracle Planning JSON using supplied tenant names. Optional dimension-to-member-selection map, for example {"Period":"ILvl0Descendants(Q1)"}. Values must be strings. Return ONLY JSON; do not invent names or unsupported fields.', + placeholder: 'Describe the requested overrideMembersMap', + }, + mode: 'advanced', + }, + { + id: 'overrideExclusionMembersMap', + title: 'Override Exclusion Members Map (JSON)', + type: 'code', + condition: { + field: 'operation', + value: ['oracle_epm_planning_run_data_map'], + }, + required: false, + placeholder: + 'Optional dimension-to-excluded-member-selection map, for example {"Period":"Jan"}. Values must be strings.', + language: 'json', + canvasNoun: 'member selections', + wandConfig: { + enabled: true, + prompt: + 'Generate only the requested Oracle Planning JSON using supplied tenant names. Optional dimension-to-excluded-member-selection map, for example {"Period":"Jan"}. Values must be strings. Return ONLY JSON; do not invent names or unsupported fields.', + placeholder: 'Describe the requested overrideExclusionMembersMap', + }, + mode: 'advanced', + }, + { + id: 'userVariableValues', + title: 'User Variable Values (JSON)', + type: 'code', + condition: { + field: 'operation', + value: ['oracle_epm_planning_set_user_variable_values'], + }, + required: { + field: 'operation', + value: ['oracle_epm_planning_set_user_variable_values'], + }, + placeholder: + '1–1000 user-variable values: [{userName, name, dimension, member}]. Names are tenant-specific; do not assume batch atomicity.', + language: 'json', + canvasNoun: 'user-variable values', + wandConfig: { + enabled: true, + prompt: + 'Generate only the requested Oracle Planning JSON using supplied tenant names. 1–1000 user-variable values: [{userName, name, dimension, member}]. Names are tenant-specific; do not assume batch atomicity. Return ONLY JSON; do not invent names or unsupported fields.', + placeholder: 'Describe the requested userVariableValues', + }, + }, + { + id: 'scenario', + title: 'Scenario', + type: 'short-input', + condition: { + field: 'operation', + value: ['oracle_epm_planning_list_planning_units'], + }, + required: { + field: 'operation', + value: ['oracle_epm_planning_list_planning_units'], + }, + placeholder: 'Exact scenario member name for the planning units.', + }, + { + id: 'planningVersion', + title: 'Planning Version', + type: 'short-input', + condition: { + field: 'operation', + value: ['oracle_epm_planning_list_planning_units'], + }, + required: { + field: 'operation', + value: ['oracle_epm_planning_list_planning_units'], + }, + placeholder: 'Exact version member name for the planning units, not the REST API version.', + }, + { + id: 'puhIdentifier', + title: 'Planning Unit Hierarchy', + type: 'short-input', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_get_planning_unit_actions', + 'oracle_epm_planning_change_planning_unit_status', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_planning_get_planning_unit_actions', + 'oracle_epm_planning_change_planning_unit_status', + ], + }, + placeholder: + 'Raw Oracle planning-unit hierarchy identifier for scenario and version, including required quotes and :: separators. Not a numeric puId or a URL. Maximum 255 UTF-8 bytes; do not percent-encode.', + }, + { + id: 'puIdentifier', + title: 'Planning Unit Identifier', + type: 'short-input', + condition: { + field: 'operation', + value: ['oracle_epm_planning_get_planning_unit_history'], + }, + required: { + field: 'operation', + value: ['oracle_epm_planning_get_planning_unit_history'], + }, + placeholder: + 'Raw Oracle compound planning-unit identifier including scenario, version and PM-member context. Not the numeric puId or a URL. Preserve its exact quoting/separators; maximum 255 UTF-8 bytes. Do not percent-encode.', + }, + { + id: 'pmMembers', + title: 'PM Members', + type: 'short-input', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_get_planning_unit_actions', + 'oracle_epm_planning_change_planning_unit_status', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_epm_planning_get_planning_unit_actions', + 'oracle_epm_planning_change_planning_unit_status', + ], + }, + placeholder: + 'Oracle PM-member selection (Entity: Secondary member), preserving tenant-specific quoting and comma-separated member names.', + }, + { + id: 'actionId', + title: 'Action ID', + type: 'short-input', + condition: { + field: 'operation', + value: ['oracle_epm_planning_change_planning_unit_status'], + }, + required: { + field: 'operation', + value: ['oracle_epm_planning_change_planning_unit_status'], + }, + placeholder: + 'Explicit action ID returned by Get Planning Unit Actions, such as 6 for Promote. May change status or ownership.', + }, + { + id: 'comments', + title: 'Comments', + type: 'short-input', + condition: { + field: 'operation', + value: ['oracle_epm_planning_change_planning_unit_status'], + }, + required: false, + placeholder: 'Optional comment for the explicit approval transition.', + mode: 'advanced', + }, + { + id: 'approvalOptions', + title: 'Approval Options', + type: 'short-input', + condition: { + field: 'operation', + value: ['oracle_epm_planning_get_planning_unit_actions'], + }, + required: false, + placeholder: '0 for limited approvals or 1 for full approvals (default 1).', + mode: 'advanced', + }, + { + id: 'annotSeq', + title: 'Annot Seq', + type: 'short-input', + condition: { + field: 'operation', + value: ['oracle_epm_planning_get_planning_unit_history'], + }, + required: false, + placeholder: + 'Annotation sequence to retrieve replies; -1 (default) with logSeq -1 retrieves parent nodes.', + mode: 'advanced', + }, + { + id: 'logSeq', + title: 'Log Seq', + type: 'short-input', + condition: { + field: 'operation', + value: ['oracle_epm_planning_get_planning_unit_history'], + }, + required: false, + placeholder: + 'History sequence to retrieve replies; -1 (default) with annotSeq -1 retrieves parent nodes.', + mode: 'advanced', + }, + { + id: 'insightSlice', + title: 'Insight Slice (JSON)', + type: 'code', + condition: (values) => ({ + field: 'operation', + value: + values?.operation === 'oracle_epm_planning_summarize_insights' && + values?.summaryInputMode !== 'slice' + ? [] + : ['oracle_epm_planning_get_insights', 'oracle_epm_planning_summarize_insights'], + }), + required: (values) => ({ + field: 'operation', + value: + values?.operation === 'oracle_epm_planning_summarize_insights' && + values?.summaryInputMode !== 'slice' + ? [] + : ['oracle_epm_planning_get_insights', 'oracle_epm_planning_summarize_insights'], + }), + placeholder: + 'IPM slice: pov {members:string[], dimensions:string[]}; rowAxisDefinition and columnAxisDefinition each {dimensions:string[], segments:string[][][]}. Not a Planning data grid.', + language: 'json', + canvasNoun: 'insight slice', + wandConfig: { + enabled: true, + prompt: + 'Generate only the requested Oracle Planning JSON using supplied tenant names. IPM slice: pov {members:string[], dimensions:string[]}; rowAxisDefinition and columnAxisDefinition each {dimensions:string[], segments:string[][][]}. Not a Planning data grid. Return ONLY JSON; do not invent names or unsupported fields.', + placeholder: 'Describe the requested insightSlice', + }, + }, + { + id: 'retrievalMode', + title: 'Retrieval Mode', + type: 'dropdown', + condition: (values) => ({ + field: 'operation', + value: + values?.operation === 'oracle_epm_planning_summarize_insights' && + values?.summaryInputMode !== 'slice' + ? [] + : ['oracle_epm_planning_get_insights', 'oracle_epm_planning_summarize_insights'], + }), + required: false, + placeholder: + 'USE_EXISTING (default) reads stored insights. FORCE_RECOMPUTE generates insights and requires a calendar and Administrator or IPM Manage role.', + mode: 'advanced', + defaultValue: 'USE_EXISTING', + options: [ + { + id: 'USE_EXISTING', + label: 'Use Existing Insights', + }, + { + id: 'FORCE_RECOMPUTE', + label: 'Recompute Insights', + }, + ], + }, + { + id: 'calendar', + title: 'Calendar', + type: 'short-input', + condition: (values) => ({ + field: 'operation', + value: + values?.operation === 'oracle_epm_planning_summarize_insights' && + values?.summaryInputMode !== 'slice' + ? [] + : ['oracle_epm_planning_get_insights', 'oracle_epm_planning_summarize_insights'], + and: { field: 'retrievalMode', value: 'FORCE_RECOMPUTE' }, + }), + required: (values) => ({ + field: 'operation', + value: + values?.operation === 'oracle_epm_planning_summarize_insights' && + values?.summaryInputMode !== 'slice' + ? [] + : ['oracle_epm_planning_get_insights', 'oracle_epm_planning_summarize_insights'], + and: { field: 'retrievalMode', value: 'FORCE_RECOMPUTE' }, + }), + placeholder: + 'Tenant calendar name, required only when generating insights with FORCE_RECOMPUTE.', + mode: 'advanced', + }, + { + id: 'insightIds', + title: 'Insight IDs (JSON)', + type: 'code', + condition: { + field: 'operation', + value: ['oracle_epm_planning_summarize_insights'], + and: { field: 'summaryInputMode', value: 'ids' }, + }, + required: { + field: 'operation', + value: ['oracle_epm_planning_summarize_insights'], + and: { field: 'summaryInputMode', value: 'ids' }, + }, + placeholder: + '1–1000 insight ID strings returned by Get Insights; required in ids summary mode.', + language: 'json', + canvasNoun: 'member selections', + wandConfig: { + enabled: true, + prompt: + 'Generate only the requested Oracle Planning JSON using supplied tenant names. 1–1000 insight ID strings returned by Get Insights; required in ids summary mode. Return ONLY JSON; do not invent names or unsupported fields.', + placeholder: 'Describe the requested insightIds', + }, + }, + { + id: 'summaryInputMode', + title: 'Summary Input Mode', + type: 'dropdown', + condition: { + field: 'operation', + value: ['oracle_epm_planning_summarize_insights'], + }, + required: { + field: 'operation', + value: ['oracle_epm_planning_summarize_insights'], + }, + placeholder: + 'ids summarizes explicit insight IDs; slice summarizes an insight slice and requires cube plus insightSlice.', + defaultValue: 'ids', + options: [ + { + id: 'ids', + label: 'Insight IDs', + }, + { + id: 'slice', + label: 'Insight Slice', + }, + ], + }, + { + id: 'summarySize', + title: 'Summary Size', + type: 'short-input', + condition: { + field: 'operation', + value: ['oracle_epm_planning_summarize_insights'], + }, + required: false, + placeholder: + 'Maximum summary length in words (default 100; Sim range 1–10000). Output format is always text.', + mode: 'advanced', + }, + ], + tools: { + access: [ + 'oracle_epm_planning_list_applications', + 'oracle_epm_planning_list_cubes', + 'oracle_epm_planning_list_dimensions', + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_get_member', + 'oracle_epm_planning_add_member', + 'oracle_epm_planning_list_substitution_variables', + 'oracle_epm_planning_get_substitution_variable', + 'oracle_epm_planning_set_substitution_variables', + 'oracle_epm_planning_delete_substitution_variable', + 'oracle_epm_planning_list_job_definitions', + 'oracle_epm_planning_run_job', + 'oracle_epm_planning_run_rule', + 'oracle_epm_planning_run_ruleset', + 'oracle_epm_planning_get_job', + 'oracle_epm_planning_wait_for_job', + 'oracle_epm_planning_get_job_details', + 'oracle_epm_planning_export_data_slice', + 'oracle_epm_planning_import_data_slice', + 'oracle_epm_planning_clear_data_slice', + 'oracle_epm_planning_export_form_data', + 'oracle_epm_planning_export_application_data', + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_list_files', + 'oracle_epm_planning_upload_file', + 'oracle_epm_planning_download_file', + 'oracle_epm_planning_delete_file', + 'oracle_epm_planning_refresh_cube', + 'oracle_epm_planning_set_administration_mode', + 'oracle_epm_planning_run_data_map', + 'oracle_epm_planning_list_user_variable_values', + 'oracle_epm_planning_set_user_variable_values', + 'oracle_epm_planning_list_planning_units', + 'oracle_epm_planning_get_planning_unit_actions', + 'oracle_epm_planning_get_planning_unit_history', + 'oracle_epm_planning_change_planning_unit_status', + 'oracle_epm_planning_get_insights', + 'oracle_epm_planning_summarize_insights', + ], + config: { tool: (params) => params.operation, params: operationParams }, + }, + inputs: { + clearData: { + type: 'boolean', + description: + 'Explicitly clear the target region before copying. Destructive when true; Sim defaults to false, while Oracle defaults to true.', + }, + overrideMembersMap: { + type: 'json', + description: + 'Optional dimension-to-member-selection map, for example {"Period":"ILvl0Descendants(Q1)"}. Values must be strings.', + }, + overrideExclusionMembersMap: { + type: 'json', + description: + 'Optional dimension-to-excluded-member-selection map, for example {"Period":"Jan"}. Values must be strings.', + }, + userVariableValues: { + type: 'array', + description: + '1–1000 user-variable values: [{userName, name, dimension, member}]. Names are tenant-specific; do not assume batch atomicity.', + }, + scenario: { + type: 'string', + description: 'Exact scenario member name for the planning units.', + }, + planningVersion: { + type: 'string', + description: 'Exact version member name for the planning units, not the REST API version.', + }, + puhIdentifier: { + type: 'string', + description: + 'Raw Oracle planning-unit hierarchy identifier for scenario and version, including required quotes and :: separators. Not a numeric puId or a URL. Maximum 255 UTF-8 bytes; do not percent-encode.', + }, + puIdentifier: { + type: 'string', + description: + 'Raw Oracle compound planning-unit identifier including scenario, version and PM-member context. Not the numeric puId or a URL. Preserve its exact quoting/separators; maximum 255 UTF-8 bytes. Do not percent-encode.', + }, + pmMembers: { + type: 'string', + description: + 'Oracle PM-member selection (Entity: Secondary member), preserving tenant-specific quoting and comma-separated member names.', + }, + actionId: { + type: 'number', + description: + 'Explicit action ID returned by Get Planning Unit Actions, such as 6 for Promote. May change status or ownership.', + }, + comments: { + type: 'string', + description: 'Optional comment for the explicit approval transition.', + }, + approvalOptions: { + type: 'number', + description: '0 for limited approvals or 1 for full approvals (default 1).', + }, + annotSeq: { + type: 'number', + description: + 'Annotation sequence to retrieve replies; -1 (default) with logSeq -1 retrieves parent nodes.', + }, + logSeq: { + type: 'number', + description: + 'History sequence to retrieve replies; -1 (default) with annotSeq -1 retrieves parent nodes.', + }, + insightSlice: { + type: 'json', + description: + 'IPM slice: pov {members:string[], dimensions:string[]}; rowAxisDefinition and columnAxisDefinition each {dimensions:string[], segments:string[][][]}. Not a Planning data grid.', + }, + retrievalMode: { + type: 'string', + description: + 'USE_EXISTING (default) reads stored insights. FORCE_RECOMPUTE generates insights and requires a calendar and Administrator or IPM Manage role.', + }, + calendar: { + type: 'string', + description: + 'Tenant calendar name, required only when generating insights with FORCE_RECOMPUTE.', + }, + insightIds: { + type: 'array', + description: + '1–1000 insight ID strings returned by Get Insights; required in ids summary mode.', + }, + summaryInputMode: { + type: 'string', + description: + 'ids summarizes explicit insight IDs; slice summarizes an insight slice and requires cube plus insightSlice.', + }, + summarySize: { + type: 'number', + description: + 'Maximum summary length in words (default 100; Sim range 1–10000). Output format is always text.', + }, + dataMapName: { + type: 'string', + description: 'Configured data-map job name', + }, + objectType: { + type: 'string', + description: 'Data-map discovery filter PLAN_TYPE_MAP', + }, + operation: { type: 'string', description: 'Planning operation' }, + oauthCredential: { type: 'string', description: 'Oracle EPM service-account credential' }, + application: { + type: 'string', + description: 'Application name, exactly as configured in Oracle.', + }, + cube: { type: 'string', description: 'Cube / plan type name, not its numeric plan type ID.' }, + offset: { type: 'number', description: 'Zero-based page offset (default 0).' }, + limit: { type: 'number', description: 'Page size, 1–1000 (default 100).' }, + dimension: { type: 'string', description: 'Dimension name.' }, + aliasTableName: { + type: 'string', + description: 'Optional alias table name for the dimension hierarchy.', + }, + memberName: { type: 'string', description: 'Exact member name.' }, + parentName: { type: 'string', description: 'Dynamic-enabled parent member name.' }, + derivedValues: { + type: 'boolean', + description: 'Include inherited application variables for a cube (default false).', + }, + variableName: { type: 'string', description: 'Substitution variable name.' }, + variables: { + type: 'array', + description: + 'Variables to create or update: [{name, value, planType}]. Use ALL for application scope.', + }, + jobType: { + type: 'string', + description: 'Oracle job type, such as RULES, RULESET, IMPORT_DATA or EXPORT_DATA.', + }, + jobName: { type: 'string', description: 'Configured job, deployed rule or ruleset name.' }, + parameters: { + type: 'json', + description: + 'Job-specific parameters or runtime prompts as a JSON object. Parameter names must match Oracle or the deployed job.', + }, + ruleName: { type: 'string', description: 'Configured job, deployed rule or ruleset name.' }, + rulesetName: { type: 'string', description: 'Configured job, deployed rule or ruleset name.' }, + jobId: { + type: 'string', + description: 'Numeric ID returned when the Planning job was submitted.', + }, + maxWaitSeconds: { + type: 'number', + description: + 'Maximum wait in seconds (1–3600, default 300); also bounded by the workflow deadline.', + }, + messageType: { + type: 'string', + description: 'Diagnostic message filter: INFO, WARNING or ERROR.', + }, + gridDefinition: { + type: 'json', + description: + 'Grid selection: pov {members: string[][]}, columns and rows arrays of {members: string[][]}; optional dimensions and missing-cell suppression flags.', + }, + dataGrid: { + type: 'json', + description: + 'Cell grid: pov string[], columns string[][], rows [{headers: string[], data: (string|number)[]}]. Use #missing to clear a cell.', + }, + importOptions: { + type: 'json', + description: + 'Optional aggregateEssbaseData, cellNotesOption (Overwrite/Append/Skip), dateFormat, strictDateValidation. Defaults follow Oracle.', + }, + clearEssbaseData: { + type: 'boolean', + description: 'Clear Essbase cell values (default true). This is destructive.', + }, + clearPlanningData: { + type: 'boolean', + description: 'Clear Planning cell details (default false). This is destructive.', + }, + form: { + type: 'string', + description: 'Exact form name or ID. Form discovery and page filtering are not supported.', + }, + displayMemberAs: { + type: 'string', + description: + 'MEMBER_NAME, MEMBER_NAME_THEN_ALIAS, or ALIAS_THEN_MEMBER_NAME (default MEMBER_NAME).', + }, + memberAliasDelimiter: { + type: 'string', + description: 'Delimiter between a member and alias (default colon).', + }, + forceStartExpanded: { + type: 'boolean', + description: 'Force expandable form rows and columns to start expanded (default false).', + }, + configuredJobName: { + type: 'string', + description: 'Configured job, deployed rule or ruleset name.', + }, + fileName: { + type: 'string', + description: + 'Oracle repository file name, including any documented repository folder. Download outputs are limited to 100 MiB.', + }, + file: { + type: 'file', + description: + 'One authorized Sim UserFile. Maximum Sim input size: 5 GiB; Oracle may impose additional limits.', + }, + destinationFileName: { + type: 'string', + description: + 'Oracle repository file name, including any documented repository folder. Download outputs are limited to 100 MiB.', + }, + loginLevel: { + type: 'string', + description: + 'Administrators or All Users. Administrators mode logs off Interactive Users and Planners.', + }, + }, + outputs: { + userVariableValues: { + type: 'array', + description: 'One page of user-variable values; Oracle provides no completion flag', + condition: { + field: 'operation', + value: ['oracle_epm_planning_list_user_variable_values'], + }, + }, + planningUnits: { + type: 'array', + description: 'One page of owned planning units; numeric puId is not a compound identifier', + condition: { + field: 'operation', + value: ['oracle_epm_planning_list_planning_units'], + }, + }, + planningUnitActions: { + type: 'array', + description: 'Available actions without performing any transition', + condition: { + field: 'operation', + value: ['oracle_epm_planning_get_planning_unit_actions'], + }, + }, + planningUnitHistory: { + type: 'array', + description: 'One page of owned-unit history and annotations', + condition: { + field: 'operation', + value: ['oracle_epm_planning_get_planning_unit_history'], + }, + }, + planningUnitAction: { + type: 'json', + description: 'Oracle confirmation returned in self-link data, not a job snapshot', + condition: { + field: 'operation', + value: ['oracle_epm_planning_change_planning_unit_status'], + }, + }, + insights: { + type: 'array', + description: + 'IPM insights in this response; inspect hasMore before treating the results as complete', + condition: { + field: 'operation', + value: ['oracle_epm_planning_get_insights'], + }, + }, + summary: { + type: 'string', + description: 'Oracle IPM summary in text format', + condition: { + field: 'operation', + value: ['oracle_epm_planning_summarize_insights'], + }, + }, + applications: { + type: 'array', + description: 'Available applications', + condition: { field: 'operation', value: ['oracle_epm_planning_list_applications'] }, + }, + cubes: { + type: 'array', + description: 'Application cubes', + condition: { field: 'operation', value: ['oracle_epm_planning_list_cubes'] }, + }, + dimensions: { + type: 'array', + description: 'One page of dimension summaries', + condition: { field: 'operation', value: ['oracle_epm_planning_list_dimensions'] }, + }, + totalResults: { + type: 'number', + description: 'Total dimension or insight count reported by Oracle', + condition: { + field: 'operation', + value: ['oracle_epm_planning_list_dimensions', 'oracle_epm_planning_get_insights'], + }, + }, + hasMore: { + type: 'boolean', + description: 'Additional results exist; insights do not expose a documented pagination input', + condition: { + field: 'operation', + value: ['oracle_epm_planning_list_dimensions', 'oracle_epm_planning_get_insights'], + }, + }, + dimension: { + type: 'json', + description: 'Dimension hierarchy', + condition: { field: 'operation', value: ['oracle_epm_planning_get_dimension'] }, + }, + member: { + type: 'json', + description: 'Member metadata', + condition: { + field: 'operation', + value: ['oracle_epm_planning_get_member', 'oracle_epm_planning_add_member'], + }, + }, + variables: { + type: 'array', + description: 'Substitution variables', + condition: { field: 'operation', value: ['oracle_epm_planning_list_substitution_variables'] }, + }, + variable: { + type: 'json', + description: 'Substitution variable', + condition: { field: 'operation', value: ['oracle_epm_planning_get_substitution_variable'] }, + }, + updated: { + type: 'boolean', + description: + 'Oracle accepted the variable update request; user-variable batches have no atomicity guarantee', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_set_substitution_variables', + 'oracle_epm_planning_set_user_variable_values', + ], + }, + }, + deleted: { + type: 'boolean', + description: 'Deletion completed', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_delete_substitution_variable', + 'oracle_epm_planning_delete_file', + ], + }, + }, + jobDefinitions: { + type: 'array', + description: 'Configured jobs', + condition: { field: 'operation', value: ['oracle_epm_planning_list_job_definitions'] }, + }, + job: { + type: 'json', + description: 'Planning job snapshot', + condition: { + field: 'operation', + value: [ + 'oracle_epm_planning_run_data_map', + 'oracle_epm_planning_run_job', + 'oracle_epm_planning_run_rule', + 'oracle_epm_planning_run_ruleset', + 'oracle_epm_planning_get_job', + 'oracle_epm_planning_wait_for_job', + 'oracle_epm_planning_export_application_data', + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_refresh_cube', + 'oracle_epm_planning_set_administration_mode', + ], + }, + }, + jobDetails: { + type: 'array', + description: 'One page of import/export diagnostics', + condition: { field: 'operation', value: ['oracle_epm_planning_get_job_details'] }, + }, + dataGrid: { + type: 'json', + description: 'Exported cell grid', + condition: { field: 'operation', value: ['oracle_epm_planning_export_data_slice'] }, + }, + importResult: { + type: 'json', + description: 'Import counts and rejection diagnostics', + condition: { field: 'operation', value: ['oracle_epm_planning_import_data_slice'] }, + }, + clearResult: { + type: 'json', + description: 'Clear counts and rejection diagnostics', + condition: { field: 'operation', value: ['oracle_epm_planning_clear_data_slice'] }, + }, + formData: { + type: 'json', + description: 'Form-specific numeric export', + condition: { field: 'operation', value: ['oracle_epm_planning_export_form_data'] }, + }, + files: { + type: 'array', + description: 'Repository files and snapshots', + condition: { field: 'operation', value: ['oracle_epm_planning_list_files'] }, + }, + upload: { + type: 'json', + description: 'Completed upload', + condition: { field: 'operation', value: ['oracle_epm_planning_upload_file'] }, + }, + file: { + type: 'file', + description: 'Stored Sim UserFile (at most 100 MiB)', + condition: { field: 'operation', value: ['oracle_epm_planning_download_file'] }, + }, + }, +} +export const OracleEpmPlanningBlockMeta = { + tags: ['automation', 'data-analytics'], + url: 'https://www.oracle.com/performance-management/planning/', + templates: [ + { + icon: NetSuiteIcon, + title: 'Push an approved data map', + prompt: + 'Build a workflow that selects a configured PLAN_TYPE_MAP job, requires an explicit clearData choice defaulting to false, submits only supplied dimension overrides, and waits for the returned job ID. Never replay the submission automatically.', + modules: ['workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Maintain user-specific planning context', + prompt: + 'Build a workflow that pages user-variable values, updates only an explicitly approved batch of userName/name/dimension/member entries, then reads the relevant values again. Respect caller permissions and do not assume the batch is transactional.', + modules: ['workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Review owned planning units', + prompt: + 'Build a workflow that lists owned planning units for supplied scenario and version names, reads their history using exact manual compound identifiers, and retrieves available actions. Perform a status or ownership change only after an explicit choice and approval. Never treat puId as the compound path identifier.', + modules: ['workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Summarize existing planning insights', + prompt: + 'Build a workflow that retrieves IPM insights with USE_EXISTING and an insight-specific slice, reports hasMore and totalResults without claiming incomplete results are complete, then summarizes selected insight ID strings as text. Never recompute insights implicitly.', + modules: ['workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Run a Planning rule and monitor it', + prompt: + 'Build a workflow that runs a deployed Planning business rule with supplied runtime prompts, saves job.jobId, uses Wait for Job with an explicit timeout, and reports the final job status.', + modules: ['workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Export Planning data to the repository', + prompt: + 'Build a scheduled workflow that submits a configured Export Application Data job, waits for completion, lists repository files, and downloads the chosen ZIP only if it fits the 100 MiB Sim output limit. Keep larger exports in Oracle.', + modules: ['scheduled', 'files', 'workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Import a file and report rejections', + prompt: + 'Build a workflow that uploads one authorized Sim file, runs a configured Import Application Data job using its repository name, waits for completion, and reads job details to report rejected records and the configured error file.', + modules: ['files', 'workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Update a planning period variable', + prompt: + 'Build a workflow that reads an application substitution variable, records its previous value, updates only the requested variable with planType ALL, then reads it again to confirm the new planning period.', + modules: ['tables', 'workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Compare forecast data slices', + prompt: + 'Build a scheduled workflow that exports two explicitly configured forecast data slices, compares their numeric cells, and writes the differences to a table. Keep each inline result within 16 MiB.', + modules: ['scheduled', 'tables', 'workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Export a Planning form for review', + prompt: + 'Create a workflow that exports a manually specified Planning form by name, reads the form-specific dimension layout and numeric rows, and prepares a review table without assuming data-slice POV structure.', + modules: ['tables', 'workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Refresh approved metadata changes', + prompt: + 'Build a workflow that requires approval before adding a member under an already dynamic-enabled parent, submits an existing Cube Refresh job, waits for completion, and reports any failure. Do not change administration mode implicitly.', + modules: ['workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Stage a controlled maintenance window', + prompt: + 'Build a manually started workflow that changes application login access to Administrators only after explicit approval, waits for that job, runs a configured refresh job, and restores All Users access in a separately visible approved step.', + modules: ['workflows'], + category: 'operations', + tags: ['finance', 'automation'], + }, + ], + skills: [ + { + name: 'discover-planning-metadata', + description: 'Discover application metadata with manual fallback', + content: + '# Discover application metadata with manual fallback\n\n## Steps\n\n1. List Applications using an administrator credential.\n2. List Cubes and use planTypeName, not a numeric ID.\n3. Page List Dimensions until hasMore is false, or Get Dimension for a bounded hierarchy.\n4. If discovery permission is unavailable, use exact manual application, cube and dimension names.\n\n## Output\n\nReturn the documented outputs, identifiers and important limits. Report partial failures explicitly.', + }, + { + name: 'run-planning-jobs', + description: 'Submit and monitor Planning jobs', + content: + '# Submit and monitor Planning jobs\n\n## Steps\n\n1. Select a configured job or deployed rule/ruleset.\n2. Supply its documented parameters or string runtime prompts.\n3. Submit once and retain job.jobId.\n4. Use Wait for Job; a submission is not completion. Never automatically replay a failed mutation.\n5. Inspect returned job details and import/export diagnostics.\n\n## Output\n\nReturn the documented outputs, identifiers and important limits. Report partial failures explicitly.', + }, + { + name: 'exchange-planning-files', + description: 'Transfer Planning repository files within Sim limits', + content: + '# Transfer Planning repository files within Sim limits\n\n## Steps\n\n1. Upload one authorized UserFile, not an arbitrary URL.\n2. Use a new repository file name; uploads never delete conflicting files.\n3. Submit and wait for the import/export job.\n4. Download only outputs at most 100 MiB; keep larger files in Oracle.\n5. Preserve rejection/error-file identifiers and report failures separately.\n\n## Output\n\nReturn the documented outputs, identifiers and important limits. Report partial failures explicitly.', + }, + { + name: 'work-with-planning-grids', + description: 'Read and write bounded Planning grids', + content: + '# Read and write bounded Planning grids\n\n## Steps\n\n1. Define POV, row and column members explicitly.\n2. Export Data Slice with the desired missing-cell suppression.\n3. Validate headers before Import Data Slice.\n4. Check numRejectedCells and rejection reasons, even after HTTP success.\n5. Clear Data Slice only after explicit destructive-action approval.\n\n## Output\n\nReturn the documented outputs, identifiers and important limits. Report partial failures explicitly.', + }, + { + name: 'maintain-planning-applications', + description: 'Apply explicit Planning administration changes', + content: + '# Apply explicit Planning administration changes\n\n## Steps\n\n1. Use a parent already configured for dynamic children before Add Member.\n2. Run a preconfigured Cube Refresh job only when requested.\n3. Administration Mode Administrators logs off Interactive Users and Planners.\n4. Keep access changes explicit and restore All Users only when authorized.\n\n## Output\n\nReturn the documented outputs, identifiers and important limits. Report partial failures explicitly.', + }, + ], +} as const satisfies BlockMeta diff --git a/apps/sim/blocks/registry-maps.ts b/apps/sim/blocks/registry-maps.ts index 3b161aa97e4..b95801e3e35 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 { + OracleEpmPlanningBlock, + OracleEpmPlanningBlockMeta, +} from '@/blocks/blocks/oracle_epm_planning' 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_planning: OracleEpmPlanningBlock, 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_planning: OracleEpmPlanningBlockMeta, 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..6d0e3bc8dde 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_planning.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..5700fe81ae5 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_planning: NetSuiteIcon, outlook: OutlookIcon, pagerduty: PagerDutyIcon, parallel_ai: ParallelIcon, diff --git a/apps/sim/lib/internal/oracle-epm-planning/execute-tool.test.ts b/apps/sim/lib/internal/oracle-epm-planning/execute-tool.test.ts new file mode 100644 index 00000000000..837fcdab9a5 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/execute-tool.test.ts @@ -0,0 +1,1554 @@ +/** @vitest-environment node */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ fetch: vi.fn(), validate: vi.fn() })) +vi.mock('@/lib/core/security/input-validation.server', () => ({ + DEFAULT_MAX_RESPONSE_BYTES: 100 * 1024 * 1024, + secureFetchWithPinnedIP: mocks.fetch, + validateUrlWithDNS: mocks.validate, +})) +vi.mock('@/lib/internal/oracle-epm/files.server', () => ({ + openOracleEpmSourceFile: vi.fn(), + storeOracleEpmDownload: vi.fn(), +})) + +import { executeOracleEpmPlanningTool } from '@/lib/internal/oracle-epm-planning/execute-tool' +import { + assertPlanningPayload, + dimensionSchema, + formDataSchema, + interopStatusSchema, + jobSchema, + memberSchema, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { OracleEpmPlanningResponse } from '@/tools/oracle_epm_planning/types' + +const AUTH = { + oauthCredential: 'credential-1', + accessToken: Buffer.from('fixture:password').toString('base64'), + instanceUrl: 'https://epm.example.com', +} +/** Fixtures are projections of the linked Oracle examples, not claims of live tenant verification. */ +const CASES: { + operation: string + source: string + input: Record + method: string + path: string + response: unknown + output: string + body?: unknown + form?: Record + query?: Record +}[] = [ + { + operation: 'list_applications', + source: 'get_applications.html', + input: {}, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications', + response: { + items: [ + { + name: 'Vision', + unicode: true, + adminMode: 'false', + hybrid: 'true', + }, + ], + }, + output: 'applications', + }, + { + operation: 'list_cubes', + source: 'get_plan_types.html', + input: { + application: 'Vision', + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/plantypes', + response: { + items: [ + { + planTypeName: 'Plan1', + planType: 1, + cubeName: 'Plan1', + numDimensions: 12, + cubeType: 0, + }, + ], + }, + output: 'cubes', + }, + { + operation: 'list_dimensions', + source: 'get_dim_plan_types.html', + input: { + application: 'Vision', + cube: 'Plan1', + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/plantypes/Plan1/dimensions', + response: { + items: [ + { + name: 'Account', + id: '1', + level: 0, + dimType: 'Account', + }, + ], + totalResults: 1, + hasMore: false, + }, + output: 'dimensions', + query: { + offset: '0', + limit: '100', + }, + }, + { + operation: 'get_dimension', + source: 'get_dim_details.html', + input: { + application: 'Vision', + cube: 'Plan1', + dimension: 'Account', + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/plantypes/Plan1/dimensions/Account', + response: { + name: 'Account', + id: '1', + level: 0, + dimType: 'Account', + children: [ + { + name: 'Sales', + parentName: 'Account', + }, + ], + }, + output: 'dimension', + }, + { + operation: 'get_member', + source: 'get_member.html', + input: { + application: 'Vision', + dimension: 'Account', + memberName: 'Sales', + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/dimensions/Account/members/Sales', + response: { + name: 'Sales', + description: null, + parentName: 'Account', + dimName: 'Account', + dataType: 'UNSPECIFIED', + dataStorage: 'STOREDATA', + objectType: 33, + twoPass: false, + }, + output: 'member', + }, + { + operation: 'add_member', + source: 'add_member.html', + input: { + application: 'Vision', + dimension: 'Account', + memberName: 'Sales', + parentName: 'Account', + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/dimensions/Account/members', + response: { + name: 'Sales', + description: null, + parentName: 'Account', + dimName: 'Account', + dataType: 'UNSPECIFIED', + dataStorage: 'STOREDATA', + objectType: 33, + twoPass: false, + }, + output: 'member', + body: { + memberName: 'Sales', + parentName: 'Account', + }, + }, + { + operation: 'list_substitution_variables', + source: 'planning_get_all_subst_variables_for_app_1.html', + input: { + application: 'Vision', + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/substitutionvariables', + response: { + items: [ + { + name: 'CurrentYear', + value: 'FY26', + planType: 'ALL', + }, + ], + }, + output: 'variables', + }, + { + operation: 'get_substitution_variable', + source: 'planning_get_a_subst_variable_for_app_2.html', + input: { + application: 'Vision', + variableName: 'CurrentYear', + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/substitutionvariables/CurrentYear', + response: { + name: 'CurrentYear', + value: 'FY26', + planType: 'ALL', + }, + output: 'variable', + }, + { + operation: 'set_substitution_variables', + source: 'planning_create_or_replace_all_subst_variables_for_app_3.html', + input: { + application: 'Vision', + variables: [ + { + name: 'CurrentYear', + value: 'FY26', + planType: 'ALL', + }, + ], + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/substitutionvariables', + response: null, + output: 'updated', + body: { + items: [ + { + name: 'CurrentYear', + value: 'FY26', + planType: 'ALL', + }, + ], + }, + }, + { + operation: 'delete_substitution_variable', + source: 'planning_del_a_subst_variable_for_app.html', + input: { + application: 'Vision', + variableName: 'CurrentYear', + }, + method: 'DELETE', + path: '/HyperionPlanning/rest/v3/applications/Vision/substitutionvariables/CurrentYear', + response: null, + output: 'deleted', + }, + { + operation: 'list_job_definitions', + source: 'get_job_definitions.html', + input: { + application: 'Vision', + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/jobdefinitions', + response: { + items: [ + { + jobName: 'Calculate', + jobType: 'RULES', + links: null, + }, + ], + }, + output: 'jobDefinitions', + }, + { + operation: 'run_job', + source: 'execute_a_job.html', + input: { + application: 'Vision', + jobType: 'RULES', + jobName: 'Calculate', + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/jobs', + response: { + jobId: 42, + status: 0, + details: null, + jobName: 'Calculate', + descriptiveStatus: 'Completed', + }, + output: 'job', + body: { + jobType: 'RULES', + jobName: 'Calculate', + }, + }, + { + operation: 'run_rule', + source: 'rules.html', + input: { + application: 'Vision', + jobName: 'Calculate', + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/jobs', + response: { + jobId: 42, + status: 0, + details: null, + jobName: 'Calculate', + descriptiveStatus: 'Completed', + }, + output: 'job', + body: { + jobType: 'RULES', + jobName: 'Calculate', + }, + }, + { + operation: 'run_ruleset', + source: 'ruleset.html', + input: { + application: 'Vision', + jobName: 'Calculate', + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/jobs', + response: { + jobId: 42, + status: 0, + details: null, + jobName: 'Calculate', + descriptiveStatus: 'Completed', + }, + output: 'job', + body: { + jobType: 'RULESET', + jobName: 'Calculate', + }, + }, + { + operation: 'get_job', + source: 'retrieve_job_status.html', + input: { + application: 'Vision', + jobId: '42', + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/jobs/42', + response: { + jobId: 42, + status: 0, + details: null, + jobName: 'Calculate', + descriptiveStatus: 'Completed', + }, + output: 'job', + }, + { + operation: 'wait_for_job', + source: 'retrieve_job_status.html', + input: { + application: 'Vision', + jobId: '42', + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/jobs/42', + response: { + jobId: 42, + status: 0, + details: null, + jobName: 'Calculate', + descriptiveStatus: 'Completed', + }, + output: 'job', + }, + { + operation: 'get_job_details', + source: 'retrieve_job_status_details.html', + input: { + application: 'Vision', + jobId: '42', + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/jobs/42/details', + response: { + items: [ + { + recordsRead: 5, + recordsRejected: 1, + recordsProcessed: 4, + dimensionName: 'Account', + loadType: 'Data', + }, + ], + }, + output: 'jobDetails', + query: { + offset: '0', + limit: '100', + }, + }, + { + operation: 'export_data_slice', + source: 'export_dataslices.html', + input: { + application: 'Vision', + cube: 'Plan1', + gridDefinition: { + pov: { + members: [['FY26']], + }, + columns: [ + { + members: [['Jan']], + }, + ], + rows: [ + { + members: [['Sales']], + }, + ], + }, + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/plantypes/Plan1/exportdataslice', + response: { + pov: ['FY26'], + columns: [['Jan']], + rows: [ + { + headers: ['Sales'], + data: ['120'], + }, + ], + }, + output: 'dataGrid', + body: { + exportPlanningData: false, + gridDefinition: { + pov: { + members: [['FY26']], + }, + columns: [ + { + members: [['Jan']], + }, + ], + rows: [ + { + members: [['Sales']], + }, + ], + }, + }, + }, + { + operation: 'import_data_slice', + source: 'import_dataslices.html', + input: { + application: 'Vision', + cube: 'Plan1', + dataGrid: { + pov: ['FY26'], + columns: [['Jan']], + rows: [ + { + headers: ['Sales'], + data: ['120'], + }, + ], + }, + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/plantypes/Plan1/importdataslice', + response: { + numAcceptedCells: 1, + numUpdateCells: 1, + numRejectedCells: 0, + rejectedCells: [], + rejectedCellsWithDetails: [], + }, + output: 'importResult', + body: { + dataGrid: { + pov: ['FY26'], + columns: [['Jan']], + rows: [ + { + headers: ['Sales'], + data: ['120'], + }, + ], + }, + customParams: { + IncludeRejectedCells: true, + IncludeRejectedCellsWithDetails: true, + }, + }, + }, + { + operation: 'clear_data_slice', + source: 'clear_dataslices.html', + input: { + application: 'Vision', + cube: 'Plan1', + gridDefinition: { + pov: { + members: [['FY26']], + }, + columns: [ + { + members: [['Jan']], + }, + ], + rows: [ + { + members: [['Sales']], + }, + ], + }, + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/plantypes/Plan1/cleardataslice', + response: { + numClearedCells: 1, + numRejectedCells: 0, + rejectedCells: [], + }, + output: 'clearResult', + body: { + gridDefinition: { + pov: { + members: [['FY26']], + }, + columns: [ + { + members: [['Jan']], + }, + ], + rows: [ + { + members: [['Sales']], + }, + ], + }, + clearEssbaseData: true, + clearPlanningData: false, + }, + }, + { + operation: 'export_form_data', + source: 'get_export_form_data.html', + input: { + application: 'Vision', + form: 'Budget', + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/forms/Budget/data', + response: { + gridInfo: { + pageDimNames: ['Scenario'], + allowedPageMembersByDim: { + Scenario: ['Plan'], + }, + rowDimNames: ['Account'], + columnDimNames: ['Period'], + }, + pov: { + Scenario: 'Plan', + }, + columns: [['Jan']], + rows: [ + { + headers: ['Sales'], + data: [120], + }, + ], + }, + output: 'formData', + query: { + displayMemberAs: 'MEMBER_NAME', + memberAliasDelimiter: ':', + forceStartExpanded: 'false', + }, + }, + { + operation: 'export_application_data', + source: 'export_data.html', + input: { + application: 'Vision', + jobName: 'Calculate', + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/jobs', + response: { + jobId: 42, + status: 0, + details: null, + jobName: 'Calculate', + descriptiveStatus: 'Completed', + }, + output: 'job', + body: { + jobType: 'EXPORT_DATA', + jobName: 'Calculate', + parameters: {}, + }, + }, + { + operation: 'import_application_data', + source: 'import_data.html', + input: { + application: 'Vision', + jobName: 'Calculate', + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/jobs', + response: { + jobId: 42, + status: 0, + details: null, + jobName: 'Calculate', + descriptiveStatus: 'Completed', + }, + output: 'job', + body: { + jobType: 'IMPORT_DATA', + jobName: 'Calculate', + parameters: {}, + }, + }, + { + operation: 'list_files', + source: 'list_files_v2.html', + input: {}, + method: 'GET', + path: '/interop/rest/v2/files/list', + response: { + status: 0, + details: null, + items: [ + { + name: 'data.csv', + type: 'EXTERNAL', + size: '3', + lastmodifiedtime: '1422547859155', + }, + ], + }, + output: 'files', + }, + { + operation: 'delete_file', + source: 'delete_files_v2.html', + input: { + fileName: 'data.csv', + }, + method: 'DELETE', + path: '/interop/rest/v2/files/delete', + response: { + status: 0, + details: null, + }, + output: 'deleted', + body: { + fileName: 'data.csv', + }, + }, + { + operation: 'refresh_cube', + source: 'cube_refresh.html', + input: { + application: 'Vision', + jobName: 'Calculate', + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/jobs', + response: { + jobId: 42, + status: 0, + details: null, + jobName: 'Calculate', + descriptiveStatus: 'Completed', + }, + output: 'job', + body: { + jobType: 'CUBE_REFRESH', + jobName: 'Calculate', + parameters: {}, + }, + }, + { + operation: 'set_administration_mode', + source: 'pbcs_admin_job.html', + input: { + application: 'Vision', + loginLevel: 'Administrators', + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/jobs', + response: { + jobId: 42, + status: 0, + details: null, + jobName: 'Calculate', + descriptiveStatus: 'Completed', + }, + output: 'job', + body: { + jobType: 'Administration Mode', + parameters: { + loginLevel: 'Administrators', + }, + }, + }, + { + operation: 'run_data_map', + input: { + application: 'Vision', + jobName: 'Reporting', + clearData: false, + overrideMembersMap: { + Period: 'ILvl0Descendants(Q1)', + }, + overrideExclusionMembersMap: { + Period: 'Jan', + }, + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/jobs', + response: { + jobId: 42, + status: -1, + details: null, + jobName: 'Reporting', + descriptiveStatus: 'Processing', + }, + output: 'job', + body: { + jobType: 'PLAN_TYPE_MAP', + jobName: 'Reporting', + parameters: { + clearData: false, + overrideMembersMap: { + Period: 'ILvl0Descendants(Q1)', + }, + overrideExclusionMembersMap: { + Period: 'Jan', + }, + }, + }, + source: 'plan_type_map.html', + }, + { + operation: 'list_user_variable_values', + input: { + application: 'Vision', + offset: 25, + limit: 10, + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/uservariablevalues', + response: { + items: [ + { + userName: 'planner', + name: 'CurrentEntity', + dimension: 'Entity', + member: 'Marketing', + }, + ], + }, + output: 'userVariableValues', + query: { + offset: '25', + limit: '10', + }, + source: 'planning_get_user_variables_for_app.html', + }, + { + operation: 'set_user_variable_values', + input: { + application: 'Vision', + userVariableValues: [ + { + userName: 'planner', + name: 'CurrentEntity', + dimension: 'Entity', + member: 'Marketing', + }, + ], + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/uservariablevalues', + response: null, + output: 'updated', + body: { + items: [ + { + userName: 'planner', + name: 'CurrentEntity', + dimension: 'Entity', + member: 'Marketing', + }, + ], + }, + source: 'planning_set_user_variables.html', + }, + { + operation: 'list_planning_units', + input: { + application: 'Vision', + scenario: 'Forecast', + planningVersion: 'Working', + offset: 5, + limit: 10, + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/planningunits', + response: { + items: [ + { + name: null, + value: -1, + owner: 'planner', + version: 'Working', + entity: 'Marketing', + status: 'Under Review', + scenario: 'Forecast', + formattedValue: '', + puName: 'Marketing', + subStatus: '', + secMember: null, + puAlias: 'Marketing', + scenarioAlias: null, + versionAlias: null, + puId: 50410, + }, + ], + }, + output: 'planningUnits', + form: {}, + query: { + q: '{"scenario":"Forecast","version":"Working"}', + offset: '5', + limit: '10', + }, + source: 'list_all_planning_units.html', + }, + { + operation: 'get_planning_unit_actions', + input: { + application: 'Vision', + puhIdentifier: 'Forecast::"Working"', + pmMembers: '"Sales & Services: Retail",Marketing', + approvalOptions: 0, + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/planningunits/Forecast%3A%3A%22Working%22/availableactions', + response: { + items: [ + { + actionId: 6, + name: 'Promote', + }, + ], + }, + output: 'planningUnitActions', + form: { + pmMembers: '"Sales & Services: Retail",Marketing', + }, + query: { + q: '{"options":0}', + }, + source: 'get_available_planning_unit_actions.html', + }, + { + operation: 'get_planning_unit_history', + input: { + application: 'Vision', + puIdentifier: 'Forecast::"Working"::Marketing::', + annotSeq: 1, + logSeq: -1, + offset: 0, + limit: 10, + }, + method: 'GET', + path: '/HyperionPlanning/rest/v3/applications/Vision/planningunits/Forecast%3A%3A%22Working%22%3A%3AMarketing%3A%3A/historyandannotations', + response: { + items: [ + { + comment: 'Review note', + hasHistory: false, + logSeq: -1, + staticImage: true, + authorImagePath: '/Images/GhostUser.png', + commentTitle: 'planner', + commentDate: '8/22/14 3:41 PM', + commentSubTitle: '', + parentAnntSeq: 1, + isChildNode: false, + }, + ], + }, + output: 'planningUnitHistory', + query: { + q: '{"annotSeq":1,"logSeq":-1}', + offset: '0', + limit: '10', + }, + source: 'get_planning_unit_history_and_annotations.html', + }, + { + operation: 'change_planning_unit_status', + input: { + application: 'Vision', + puhIdentifier: 'Forecast::"Working"', + pmMembers: 'Marketing', + actionId: 6, + comments: 'Ready & reviewed + approved', + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/planningunits/Forecast%3A%3A%22Working%22/actions', + response: { + links: [ + { + rel: 'self', + href: 'https://epm.example.com/HyperionPlanning/rest/v3/applications/Vision/planningunits/Forecast%3A%3A%22Working%22/actions', + action: 'POST', + data: { + pmMembers: '"Marketing"', + action: 'PROMOTE', + comments: '"Ready & reviewed + approved"', + }, + }, + ], + }, + output: 'planningUnitAction', + form: { + actionId: '6', + pmMembers: 'Marketing', + comments: 'Ready & reviewed + approved', + }, + source: 'change_planning_unit_status.html', + }, + { + operation: 'get_insights', + input: { + application: 'Vision', + cube: 'Plan1', + insightSlice: { + pov: { + members: ['Sales'], + dimensions: ['Account'], + }, + columnAxisDefinition: { + dimensions: ['Period'], + segments: [[['Jan', 'Feb']]], + }, + rowAxisDefinition: { + dimensions: ['Scenario'], + segments: [[['Forecast']]], + }, + }, + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/insights', + response: { + items: [ + { + id: 426, + type: 'HISTORICAL_INSIGHTS', + accountName: 'Sales', + outlierValue: 0, + actualImpactValue: 12079.16, + percentImpact: '32.40%', + }, + ], + totalResults: 2, + hasMore: true, + }, + output: 'insights', + body: { + dataSourceType: 'CUBE', + location: 'Plan1', + slice: { + pov: { + members: ['Sales'], + dimensions: ['Account'], + }, + columnAxisDefinition: { + dimensions: ['Period'], + segments: [[['Jan', 'Feb']]], + }, + rowAxisDefinition: { + dimensions: ['Scenario'], + segments: [[['Forecast']]], + }, + }, + retrievalMode: 'USE_EXISTING', + }, + source: 'get_insigh.html', + }, + { + operation: 'summarize_insights', + input: { + application: 'Vision', + summaryInputMode: 'ids', + insightIds: ['426'], + }, + method: 'POST', + path: '/HyperionPlanning/rest/v3/applications/Vision/insights/summary', + response: { + summary: 'Forecast variance requires review.', + }, + output: 'summary', + body: { + format: 'text', + size: 100, + ids: ['426'], + }, + source: 'insigh_summ.html', + }, +] + +async function invoke(operation: string, input: Record, signal?: AbortSignal) { + const response = await executeOracleEpmPlanningTool({ + toolId: `oracle_epm_planning_${operation}`, + input: { ...AUTH, ...input }, + headers: new Headers(), + context: { userId: 'user-1', workflowId: 'workflow-1' }, + requestId: 'request-1', + signal, + }) + return { status: response.status, result: (await response.json()) as OracleEpmPlanningResponse } +} +function respond(data: unknown, status = 200) { + mocks.fetch.mockImplementation( + async () => + new Response(status === 204 ? null : JSON.stringify(data), { + status, + headers: { 'content-type': 'application/json' }, + }) + ) +} + +describe('Planning operation contracts through the real foundation', () => { + it('accepts numeric job references through the dispatcher', async () => { + respond({ + jobId: 42, + status: 0, + details: null, + jobName: 'Calculate', + descriptiveStatus: 'Completed', + }) + expect( + (await invoke('wait_for_job', { application: 'Vision', jobId: 42 })).result.success + ).toBe(true) + expect(new URL(mocks.fetch.mock.calls[0][0]).pathname).toBe( + '/HyperionPlanning/rest/v3/applications/Vision/jobs/42' + ) + }) + it('normalizes documented action links and rejects conflicting methods', () => { + const status = { + status: -1, + details: null, + links: [ + { + rel: 'Job Status', + action: 'GET', + href: 'https://epm.example.com/interop/rest/v1/services/jobs/42', + }, + ], + } + expect(interopStatusSchema.parse(status).links[0].method).toBe('GET') + expect( + interopStatusSchema.safeParse({ ...status, links: [{ ...status.links[0], method: 'POST' }] }) + .success + ).toBe(false) + }) + it('accepts a member without the documented availability-dependent dataType', () => { + const member = { + name: 'Sales', + description: null, + parentName: 'Account', + dimName: 'Account', + dataType: 'UNSPECIFIED', + dataStorage: 'STOREDATA', + objectType: 33, + twoPass: false, + } + const { dataType: _dataType, ...withoutType } = member + expect(memberSchema.parse(withoutType)).toEqual(withoutType) + expect(memberSchema.safeParse({ ...withoutType, dataType: null }).success).toBe(false) + }) + it('bounds wide arrays, oversized strings and cycles before serialization', () => { + expect(() => assertPlanningPayload(Array(1_000_001).fill(0))).toThrow() + expect(() => assertPlanningPayload('x'.repeat(16 * 1024 * 1024))).toThrow() + const cyclic: { child?: unknown } = {} + cyclic.child = cyclic + expect(() => assertPlanningPayload(cyclic)).toThrow() + const value = { text: 'quote" and unicode λ', values: [true, null, 123, 'line\n'] } + expect(assertPlanningPayload(value)).toBe(Buffer.byteLength(JSON.stringify(value))) + }) + /** + * Cube variable contracts: + * https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/planning_get_subst_variables_defined_at_plan_type_level_5.html + * https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/planning_get_derived_subst_variables_at_plan_type_level_6.html + * https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/planning_get_a_subst_variables_defined_at_plan_type_level_7.html + * https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/planning_get_derived_subst_variables_defined_at_plan_type_level_8.html + * https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/planning_del_a_subst_variable_for_plantype.html + */ + beforeEach(() => { + vi.clearAllMocks() + mocks.validate.mockResolvedValue({ isValid: true, resolvedIP: '203.0.113.10' }) + }) + it.each(CASES)('$operation matches its official method, encoding and output', async (entry) => { + expect(entry.source).toMatch(/\.html$/) + respond(entry.response, entry.response === null ? 204 : 200) + const { result, status } = await invoke(entry.operation, entry.input) + expect(status).toBe(200) + expect(result.success, JSON.stringify(result)).toBe(true) + expect(result.output).toHaveProperty(entry.output) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + const [url, , options] = mocks.fetch.mock.calls[0] + expect(new URL(url).pathname).toBe(entry.path) + expect(Object.fromEntries(new URL(url).searchParams)).toEqual(entry.query ?? {}) + expect(options.method).toBe(entry.method) + if (entry.body !== undefined) expect(JSON.parse(options.body)).toEqual(entry.body) + else if (entry.form !== undefined) { + expect(options.headers['Content-Type']).toBe('application/x-www-form-urlencoded') + const encoded = new TextDecoder().decode(options.body) + expect(Object.fromEntries(new URLSearchParams(encoded))).toEqual(entry.form) + } else expect(options.body).toBeUndefined() + }) + it('requires explicit data-map clearing without widening generic job parameters', async () => { + for (const [operation, input] of [ + ['run_data_map', { application: 'Vision', jobName: 'Reporting' }], + [ + 'run_data_map', + { + application: 'Vision', + jobName: 'Reporting', + clearData: false, + overrideMembersMap: { Period: ['Jan'] }, + }, + ], + [ + 'run_job', + { + application: 'Vision', + jobType: 'PLAN_TYPE_MAP', + jobName: 'Reporting', + parameters: { overrideMembersMap: { Period: 'Jan' } }, + }, + ], + ] as const) { + expect((await invoke(operation, input)).status).toBe(400) + } + expect(mocks.fetch).not.toHaveBeenCalled() + }) + it.each([400, 403])( + 'does not hide or replay a user-variable batch error (%i)', + async (status) => { + respond({ items: [{ id: 'member', details: 'Invalid selection' }] }, status) + const entry = CASES.find((item) => item.operation === 'set_user_variable_values')! + const result = await invoke(entry.operation, entry.input) + expect(result.status).toBe(status) + expect(result.result.success).toBe(false) + expect(result.result.output.updated).toBeUndefined() + expect(mocks.fetch).toHaveBeenCalledTimes(1) + } + ) + it('accepts only empty 204 as user-variable write confirmation', async () => { + const entry = CASES.find((item) => item.operation === 'set_user_variable_values')! + respond(null, 204) + expect((await invoke(entry.operation, entry.input)).result.output).toEqual({ updated: true }) + respond({ updated: true }, 200) + expect((await invoke(entry.operation, entry.input)).result.success).toBe(false) + }) + it('returns empty bounded lists without manufacturing completion flags', async () => { + for (const operation of [ + 'list_user_variable_values', + 'list_planning_units', + 'get_planning_unit_history', + ]) { + const entry = CASES.find((item) => item.operation === operation)! + respond({ items: [] }) + const { result } = await invoke(operation, entry.input) + expect(result.output).toEqual({ [entry.output]: [] }) + expect((await invoke(operation, { ...entry.input, limit: -1 })).status).toBe(400) + expect((await invoke(operation, { ...entry.input, limit: 1001 })).status).toBe(400) + } + }) + it('rejects malformed user-variable values and oversized batches before requests', async () => { + for (const userVariableValues of [ + [], + [{ name: 'CurrentEntity' }], + Array(1001).fill({ + userName: 'planner', + name: 'CurrentEntity', + dimension: 'Entity', + member: 'Marketing', + }), + ]) { + expect( + (await invoke('set_user_variable_values', { application: 'Vision', userVariableValues })) + .status + ).toBe(400) + } + expect(mocks.fetch).not.toHaveBeenCalled() + }) + it('preserves documented null planning-unit metadata and annotation sequences', async () => { + const units = CASES.find((item) => item.operation === 'list_planning_units')! + respond(units.response) + expect( + (await invoke(units.operation, units.input)).result.output.planningUnits?.[0] + ).toMatchObject({ + name: null, + secMember: null, + scenarioAlias: null, + versionAlias: null, + puId: 50410, + }) + const history = CASES.find((item) => item.operation === 'get_planning_unit_history')! + respond(history.response) + expect( + (await invoke(history.operation, history.input)).result.output.planningUnitHistory?.[0] + ).toMatchObject({ + hasHistory: false, + logSeq: -1, + parentAnntSeq: 1, + }) + }) + it('does not confuse approval confirmation with a job or echo unconfirmed input', async () => { + const entry = CASES.find((item) => item.operation === 'change_planning_unit_status')! + respond(entry.response) + expect((await invoke(entry.operation, entry.input)).result.output).toEqual({ + planningUnitAction: { + pmMembers: '"Marketing"', + action: 'PROMOTE', + comments: '"Ready & reviewed + approved"', + }, + }) + for (const response of [{}, { links: [] }, { jobId: 42, status: 0 }]) { + respond(response) + expect((await invoke(entry.operation, entry.input)).result.success).toBe(false) + } + }) + it.each([ + [ + 'https://other.example.com/HyperionPlanning/rest/v3/applications/Vision/planningunits/Forecast/actions', + 'POST', + ], + [ + 'https://epm.example.com/HyperionPlanning/rest/v2/applications/Vision/planningunits/Forecast/actions', + 'POST', + ], + [ + 'https://epm.example.com/HyperionPlanning/rest/v3/applications/Vision/planningunits/Forecast/actions', + 'GET', + ], + ])('rejects invalid approval confirmation links without replay: %s %s', async (href, action) => { + respond({ + links: [ + { + rel: 'self', + href, + action, + data: { pmMembers: 'Marketing', action: 'PROMOTE', comments: '' }, + }, + ], + }) + const entry = CASES.find((item) => item.operation === 'change_planning_unit_status')! + expect((await invoke(entry.operation, entry.input)).result.success).toBe(false) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + it('normalizes insight IDs for summaries while preserving incomplete-result information', async () => { + const entry = CASES.find((item) => item.operation === 'get_insights')! + respond(entry.response) + const { result } = await invoke(entry.operation, entry.input) + expect(result.output).toMatchObject({ + insights: [{ id: '426', outlierValue: 0 }], + totalResults: 2, + hasMore: true, + }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + respond({ items: [], totalResults: 0, hasMore: false }) + expect((await invoke(entry.operation, entry.input)).result.output).toEqual({ + insights: [], + totalResults: 0, + hasMore: false, + }) + respond({ items: [], totalResults: 0 }) + expect((await invoke(entry.operation, entry.input)).result.success).toBe(false) + }) + it('requires the distinct insight slice and an explicit calendar for recomputation', async () => { + const entry = CASES.find((item) => item.operation === 'get_insights')! + expect( + (await invoke(entry.operation, { ...entry.input, retrievalMode: 'FORCE_RECOMPUTE' })).status + ).toBe(400) + expect( + ( + await invoke(entry.operation, { + ...entry.input, + insightSlice: { pov: [], columns: [], rows: [] }, + }) + ).status + ).toBe(400) + expect(mocks.fetch).not.toHaveBeenCalled() + respond(entry.response) + await invoke(entry.operation, { + ...entry.input, + retrievalMode: 'FORCE_RECOMPUTE', + calendar: 'Fiscal', + }) + expect(JSON.parse(mocks.fetch.mock.calls[0][2].body)).toMatchObject({ + retrievalMode: 'FORCE_RECOMPUTE', + calendar: 'Fiscal', + }) + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + it('sends only the selected summary mode and always requests text', async () => { + const get = CASES.find((item) => item.operation === 'get_insights')! + respond({ summary: 'Variance summary', warnings: [], resolvedNarrative: { ignored: true } }) + const ids = await invoke('summarize_insights', { + ...get.input, + summaryInputMode: 'ids', + insightIds: ['426'], + retrievalMode: 'FORCE_RECOMPUTE', + calendar: 'Stale', + summarySize: 80, + }) + expect(ids.result.output).toEqual({ summary: 'Variance summary' }) + expect(JSON.parse(mocks.fetch.mock.calls[0][2].body)).toEqual({ + ids: ['426'], + format: 'text', + size: 80, + }) + await invoke('summarize_insights', { + ...get.input, + summaryInputMode: 'slice', + insightIds: ['999'], + }) + expect(JSON.parse(mocks.fetch.mock.calls[1][2].body)).toEqual({ + dataSourceType: 'CUBE', + location: 'Plan1', + slice: get.input.insightSlice, + retrievalMode: 'USE_EXISTING', + format: 'text', + size: 100, + }) + }) + it('rejects incomplete summary inputs and undocumented JSON summaries', async () => { + for (const input of [ + { summaryInputMode: 'ids' }, + { summaryInputMode: 'ids', insightIds: [426] }, + { summaryInputMode: 'slice', cube: 'Plan1' }, + { summaryInputMode: 'slice', insightSlice: {} }, + { summaryInputMode: 'unknown', insightIds: ['426'] }, + ]) + expect((await invoke('summarize_insights', { application: 'Vision', ...input })).status).toBe( + 400 + ) + expect(mocks.fetch).not.toHaveBeenCalled() + respond({ summary: { text: 'Not a documented text result' } }) + expect( + ( + await invoke('summarize_insights', { + application: 'Vision', + summaryInputMode: 'ids', + insightIds: ['426'], + }) + ).result.success + ).toBe(false) + }) + it('rejects oversized insight summaries clearly instead of truncating them', async () => { + respond({ summary: 'x'.repeat(16 * 1024 * 1024) }) + const result = await invoke('summarize_insights', { + application: 'Vision', + summaryInputMode: 'ids', + insightIds: ['426'], + }) + expect(result.status).toBe(413) + expect(result.result.success).toBe(false) + expect(result.result.output.summary).toBeUndefined() + }) + it('normalizes only documented job and boolean variants', async () => { + const job = { + jobId: 42, + status: 0, + details: null, + jobName: 'Calculate', + descriptiveStatus: 'Completed', + } + expect(jobSchema.parse({ ...job, jobId: undefined, jobID: 42 })).toEqual(job) + expect( + jobSchema.parse({ ...job, descriptiveStatus: undefined, jobStatus: 'Completed' }) + ).toEqual(job) + expect(jobSchema.safeParse({ ...job, jobID: 99 }).success).toBe(false) + expect(jobSchema.safeParse({ ...job, jobId: undefined }).success).toBe(false) + expect(jobSchema.safeParse({ ...job, details: {} }).success).toBe(false) + respond({ items: [{ name: 'Vision', adminMode: 'false', hybrid: 'true' }] }) + const { result } = await invoke('list_applications', {}) + expect(result.output.applications).toEqual([{ name: 'Vision', adminMode: false, hybrid: true }]) + }) + it('keeps cube-scoped variable inheritance and message filters in q JSON', async () => { + respond({ items: [] }) + await invoke('list_substitution_variables', { + application: 'Vision', + cube: 'Plan1', + derivedValues: true, + }) + expect(new URL(mocks.fetch.mock.calls[0][0]).searchParams.get('q')).toBe( + '{"derivedValues":true}' + ) + await invoke('get_job_details', { + application: 'Vision', + jobId: '42', + messageType: 'ERROR', + limit: 25, + }) + expect(new URL(mocks.fetch.mock.calls[1][0]).searchParams.get('q')).toBe( + '{"messageType":"ERROR"}' + ) + }) + it('reports partial imports without hiding rejection counts or reasons', async () => { + const diagnostics = { + numAcceptedCells: 8, + numUpdateCells: 8, + numRejectedCells: 4, + rejectedCells: ['[Plan,Sales]'], + rejectedCellsWithDetails: [ + { + memberNames: ['Plan', 'Sales'], + readOnlyReasons: ['Invalid Intersection'], + otherReasons: [], + }, + ], + } + respond(diagnostics) + const { result } = await invoke('import_data_slice', { + application: 'Vision', + cube: 'Plan1', + dataGrid: { + pov: ['FY26'], + columns: [['Jan']], + rows: [{ headers: ['Sales'], data: ['120'] }], + }, + }) + expect(result.success).toBe(true) + expect(result.output.importResult).toEqual(diagnostics) + }) + it('does not confuse form maps/numeric rows with data-slice axes', () => { + expect( + formDataSchema.safeParse({ + pov: ['FY26'], + columns: [['Jan']], + rows: [{ headers: ['Sales'], data: ['120'] }], + }).success + ).toBe(false) + expect( + formDataSchema.safeParse({ + gridInfo: { + pageDimNames: ['Scenario'], + allowedPageMembersByDim: { Scenario: ['Plan'] }, + rowDimNames: ['Account'], + columnDimNames: ['Period'], + }, + pov: { Scenario: 'Plan' }, + columns: [['Jan']], + rows: [{ headers: ['Sales'], data: [120] }], + }).success + ).toBe(true) + expect( + dimensionSchema.safeParse({ name: 'Account', children: [{ name: 'Sales' }] }).success + ).toBe(true) + expect( + memberSchema.parse({ + ...{ + name: 'Sales', + description: null, + parentName: 'Account', + dimName: 'Account', + dataType: 'UNSPECIFIED', + dataStorage: 'STOREDATA', + objectType: 33, + twoPass: false, + }, + children: null, + }) + ).not.toHaveProperty('children') + }) + it.each([null, {}, { items: null }, { items: [{}] }, { items: 'not-an-array' }])( + 'rejects malformed application response %j', + async (data) => { + respond(data) + const { status, result } = await invoke('list_applications', {}) + expect(status).toBe(502) + expect(result.success).toBe(false) + } + ) + it('accepts empty lists, but not wrong success statuses for 204 mutations', async () => { + respond({ items: [] }) + expect((await invoke('list_applications', {})).result.output.applications).toEqual([]) + respond({}) + const result = await invoke('set_substitution_variables', { + application: 'Vision', + variables: [{ name: 'Year', value: 'FY26', planType: 'ALL' }], + }) + expect(result.result.success).toBe(false) + }) + it('rejects invalid inputs, huge payloads and unknown tools before networking', async () => { + for (const [operation, input] of [ + ['list_dimensions', { application: 'Vision', cube: 'Plan1', limit: -1 }], + ['run_rule', { application: 'Vision', jobName: 'Calc', parameters: { prompt: 5 } }], + ['export_application_data', { application: 'Vision' }], + ['no_such_tool', {}], + ] as const) + expect((await invoke(operation, input)).result.success).toBe(false) + expect( + (await invoke('list_applications', { padding: 'x'.repeat(16 * 1024 * 1024) })).status + ).toBe(413) + expect(mocks.fetch).not.toHaveBeenCalled() + }) + it('does not replay a rejected mutation or expose its provider error body', async () => { + respond({ error: 'private-response-canary' }, 503) + const { result } = await invoke('run_job', { + application: 'Vision', + jobType: 'RULES', + jobName: 'Calc', + }) + expect(result.success).toBe(false) + expect(JSON.stringify(result)).not.toContain('private-response-canary') + expect(mocks.fetch).toHaveBeenCalledTimes(1) + }) + it('propagates cancellation before work', async () => { + const controller = new AbortController() + controller.abort(new DOMException('Stopped', 'AbortError')) + await expect(invoke('list_applications', {}, controller.signal)).rejects.toMatchObject({ + name: 'AbortError', + }) + expect(mocks.fetch).not.toHaveBeenCalled() + }) + it('bounds recursive provider hierarchies before recursive parsing', () => { + let value: unknown = { name: 'Leaf' } + for (let i = 0; i < 70; i++) value = { name: 'Parent', children: [value] } + expect(() => parsePlanningResponse(dimensionSchema, { status: 200, data: value })).toThrow() + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-planning/execute-tool.ts b/apps/sim/lib/internal/oracle-epm-planning/execute-tool.ts new file mode 100644 index 00000000000..98f8dc08dd8 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/execute-tool.ts @@ -0,0 +1,382 @@ +import type { z } from 'zod' +import { createOracleEpmClient } from '@/lib/internal/oracle-epm/client.server' +import { OracleEpmError } from '@/lib/internal/oracle-epm/errors' +import { + executeOracleEpmPlanningAddMember, + executeOracleEpmPlanningChangePlanningUnitStatus, + executeOracleEpmPlanningClearDataSlice, + executeOracleEpmPlanningDeleteFile, + executeOracleEpmPlanningDeleteSubstitutionVariable, + executeOracleEpmPlanningDownloadFile, + executeOracleEpmPlanningExportApplicationData, + executeOracleEpmPlanningExportDataSlice, + executeOracleEpmPlanningExportFormData, + executeOracleEpmPlanningGetDimension, + executeOracleEpmPlanningGetInsights, + executeOracleEpmPlanningGetJob, + executeOracleEpmPlanningGetJobDetails, + executeOracleEpmPlanningGetMember, + executeOracleEpmPlanningGetPlanningUnitActions, + executeOracleEpmPlanningGetPlanningUnitHistory, + executeOracleEpmPlanningGetSubstitutionVariable, + executeOracleEpmPlanningImportApplicationData, + executeOracleEpmPlanningImportDataSlice, + executeOracleEpmPlanningListApplications, + executeOracleEpmPlanningListCubes, + executeOracleEpmPlanningListDimensions, + executeOracleEpmPlanningListFiles, + executeOracleEpmPlanningListJobDefinitions, + executeOracleEpmPlanningListPlanningUnits, + executeOracleEpmPlanningListSubstitutionVariables, + executeOracleEpmPlanningListUserVariableValues, + executeOracleEpmPlanningRefreshCube, + executeOracleEpmPlanningRunDataMap, + executeOracleEpmPlanningRunJob, + executeOracleEpmPlanningRunRule, + executeOracleEpmPlanningRunRuleset, + executeOracleEpmPlanningSetAdministrationMode, + executeOracleEpmPlanningSetSubstitutionVariables, + executeOracleEpmPlanningSetUserVariableValues, + executeOracleEpmPlanningSummarizeInsights, + executeOracleEpmPlanningUploadFile, + executeOracleEpmPlanningWaitForJob, +} from '@/lib/internal/oracle-epm-planning/operations' +import { + assertPlanningPayload, + PlanningContractError, + PlanningInputError, + type PlanningOperationContext, + planningAddMemberInputSchema, + planningChangePlanningUnitStatusInputSchema, + planningClearDataSliceInputSchema, + planningDeleteFileInputSchema, + planningDeleteSubstitutionVariableInputSchema, + planningDownloadFileInputSchema, + planningExportApplicationDataInputSchema, + planningExportDataSliceInputSchema, + planningExportFormDataInputSchema, + planningGetDimensionInputSchema, + planningGetInsightsInputSchema, + planningGetJobDetailsInputSchema, + planningGetJobInputSchema, + planningGetMemberInputSchema, + planningGetPlanningUnitActionsInputSchema, + planningGetPlanningUnitHistoryInputSchema, + planningGetSubstitutionVariableInputSchema, + planningImportApplicationDataInputSchema, + planningImportDataSliceInputSchema, + planningListApplicationsInputSchema, + planningListCubesInputSchema, + planningListDimensionsInputSchema, + planningListFilesInputSchema, + planningListJobDefinitionsInputSchema, + planningListPlanningUnitsInputSchema, + planningListSubstitutionVariablesInputSchema, + planningListUserVariableValuesInputSchema, + planningRefreshCubeInputSchema, + planningRunDataMapInputSchema, + planningRunJobInputSchema, + planningRunRuleInputSchema, + planningRunRulesetInputSchema, + planningSetAdministrationModeInputSchema, + planningSetSubstitutionVariablesInputSchema, + planningSetUserVariableValuesInputSchema, + planningSummarizeInsightsInputSchema, + planningUploadFileInputSchema, + planningWaitForJobInputSchema, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + InternalToolOperationCall, + InternalToolOperationHandler, +} from '@/lib/internal/tool-operations/types' +import type { OracleEpmPlanningResponse } from '@/tools/oracle_epm_planning/types' + +async function executeParsed>( + request: InternalToolOperationCall, + schema: S, + operation: ( + input: z.output, + context: PlanningOperationContext + ) => Promise +): Promise { + const parsed = schema.safeParse(request.input) + if (!parsed.success) { + return Response.json( + { + success: false, + error: + 'Invalid Oracle EPM Planning inputs; check the required fields and their documented formats', + output: {}, + }, + { status: 400 } + ) + } + const result = await operation(parsed.data, { + client: createOracleEpmClient(parsed.data), + signal: request.signal, + runtime: request.context, + }) + return Response.json(result) +} + +/** In-process product boundary; resolved credential material never goes through self-HTTP. */ +export const executeOracleEpmPlanningTool: InternalToolOperationHandler = async (request) => { + request.signal?.throwIfAborted() + try { + assertPlanningPayload(request.input) + switch (request.toolId) { + case 'oracle_epm_planning_run_data_map': + return await executeParsed( + request, + planningRunDataMapInputSchema, + executeOracleEpmPlanningRunDataMap + ) + case 'oracle_epm_planning_list_user_variable_values': + return await executeParsed( + request, + planningListUserVariableValuesInputSchema, + executeOracleEpmPlanningListUserVariableValues + ) + case 'oracle_epm_planning_set_user_variable_values': + return await executeParsed( + request, + planningSetUserVariableValuesInputSchema, + executeOracleEpmPlanningSetUserVariableValues + ) + case 'oracle_epm_planning_list_planning_units': + return await executeParsed( + request, + planningListPlanningUnitsInputSchema, + executeOracleEpmPlanningListPlanningUnits + ) + case 'oracle_epm_planning_get_planning_unit_actions': + return await executeParsed( + request, + planningGetPlanningUnitActionsInputSchema, + executeOracleEpmPlanningGetPlanningUnitActions + ) + case 'oracle_epm_planning_get_planning_unit_history': + return await executeParsed( + request, + planningGetPlanningUnitHistoryInputSchema, + executeOracleEpmPlanningGetPlanningUnitHistory + ) + case 'oracle_epm_planning_change_planning_unit_status': + return await executeParsed( + request, + planningChangePlanningUnitStatusInputSchema, + executeOracleEpmPlanningChangePlanningUnitStatus + ) + case 'oracle_epm_planning_get_insights': + return await executeParsed( + request, + planningGetInsightsInputSchema, + executeOracleEpmPlanningGetInsights + ) + case 'oracle_epm_planning_summarize_insights': + return await executeParsed( + request, + planningSummarizeInsightsInputSchema, + executeOracleEpmPlanningSummarizeInsights + ) + case 'oracle_epm_planning_list_applications': + return await executeParsed( + request, + planningListApplicationsInputSchema, + executeOracleEpmPlanningListApplications + ) + case 'oracle_epm_planning_list_cubes': + return await executeParsed( + request, + planningListCubesInputSchema, + executeOracleEpmPlanningListCubes + ) + case 'oracle_epm_planning_list_dimensions': + return await executeParsed( + request, + planningListDimensionsInputSchema, + executeOracleEpmPlanningListDimensions + ) + case 'oracle_epm_planning_get_dimension': + return await executeParsed( + request, + planningGetDimensionInputSchema, + executeOracleEpmPlanningGetDimension + ) + case 'oracle_epm_planning_get_member': + return await executeParsed( + request, + planningGetMemberInputSchema, + executeOracleEpmPlanningGetMember + ) + case 'oracle_epm_planning_add_member': + return await executeParsed( + request, + planningAddMemberInputSchema, + executeOracleEpmPlanningAddMember + ) + case 'oracle_epm_planning_list_substitution_variables': + return await executeParsed( + request, + planningListSubstitutionVariablesInputSchema, + executeOracleEpmPlanningListSubstitutionVariables + ) + case 'oracle_epm_planning_get_substitution_variable': + return await executeParsed( + request, + planningGetSubstitutionVariableInputSchema, + executeOracleEpmPlanningGetSubstitutionVariable + ) + case 'oracle_epm_planning_set_substitution_variables': + return await executeParsed( + request, + planningSetSubstitutionVariablesInputSchema, + executeOracleEpmPlanningSetSubstitutionVariables + ) + case 'oracle_epm_planning_delete_substitution_variable': + return await executeParsed( + request, + planningDeleteSubstitutionVariableInputSchema, + executeOracleEpmPlanningDeleteSubstitutionVariable + ) + case 'oracle_epm_planning_list_job_definitions': + return await executeParsed( + request, + planningListJobDefinitionsInputSchema, + executeOracleEpmPlanningListJobDefinitions + ) + case 'oracle_epm_planning_run_job': + return await executeParsed( + request, + planningRunJobInputSchema, + executeOracleEpmPlanningRunJob + ) + case 'oracle_epm_planning_run_rule': + return await executeParsed( + request, + planningRunRuleInputSchema, + executeOracleEpmPlanningRunRule + ) + case 'oracle_epm_planning_run_ruleset': + return await executeParsed( + request, + planningRunRulesetInputSchema, + executeOracleEpmPlanningRunRuleset + ) + case 'oracle_epm_planning_get_job': + return await executeParsed( + request, + planningGetJobInputSchema, + executeOracleEpmPlanningGetJob + ) + case 'oracle_epm_planning_wait_for_job': + return await executeParsed( + request, + planningWaitForJobInputSchema, + executeOracleEpmPlanningWaitForJob + ) + case 'oracle_epm_planning_get_job_details': + return await executeParsed( + request, + planningGetJobDetailsInputSchema, + executeOracleEpmPlanningGetJobDetails + ) + case 'oracle_epm_planning_export_data_slice': + return await executeParsed( + request, + planningExportDataSliceInputSchema, + executeOracleEpmPlanningExportDataSlice + ) + case 'oracle_epm_planning_import_data_slice': + return await executeParsed( + request, + planningImportDataSliceInputSchema, + executeOracleEpmPlanningImportDataSlice + ) + case 'oracle_epm_planning_clear_data_slice': + return await executeParsed( + request, + planningClearDataSliceInputSchema, + executeOracleEpmPlanningClearDataSlice + ) + case 'oracle_epm_planning_export_form_data': + return await executeParsed( + request, + planningExportFormDataInputSchema, + executeOracleEpmPlanningExportFormData + ) + case 'oracle_epm_planning_export_application_data': + return await executeParsed( + request, + planningExportApplicationDataInputSchema, + executeOracleEpmPlanningExportApplicationData + ) + case 'oracle_epm_planning_import_application_data': + return await executeParsed( + request, + planningImportApplicationDataInputSchema, + executeOracleEpmPlanningImportApplicationData + ) + case 'oracle_epm_planning_list_files': + return await executeParsed( + request, + planningListFilesInputSchema, + executeOracleEpmPlanningListFiles + ) + case 'oracle_epm_planning_upload_file': + return await executeParsed( + request, + planningUploadFileInputSchema, + executeOracleEpmPlanningUploadFile + ) + case 'oracle_epm_planning_download_file': + return await executeParsed( + request, + planningDownloadFileInputSchema, + executeOracleEpmPlanningDownloadFile + ) + case 'oracle_epm_planning_delete_file': + return await executeParsed( + request, + planningDeleteFileInputSchema, + executeOracleEpmPlanningDeleteFile + ) + case 'oracle_epm_planning_refresh_cube': + return await executeParsed( + request, + planningRefreshCubeInputSchema, + executeOracleEpmPlanningRefreshCube + ) + case 'oracle_epm_planning_set_administration_mode': + return await executeParsed( + request, + planningSetAdministrationModeInputSchema, + executeOracleEpmPlanningSetAdministrationMode + ) + default: + return Response.json( + { success: false, error: 'Unsupported Oracle EPM Planning operation', output: {} }, + { status: 400 } + ) + } + } catch (error) { + request.signal?.throwIfAborted() + const safeMessage = + error instanceof OracleEpmError || + error instanceof PlanningInputError || + error instanceof PlanningContractError + ? error.message + : error instanceof DOMException && error.name === 'TimeoutError' + ? 'Oracle EPM Planning operation timed out' + : 'Oracle EPM Planning operation failed' + const status = + error instanceof PlanningInputError + ? 400 + : error instanceof OracleEpmError + ? (error.status ?? (error.category === 'payload_too_large' ? 413 : 502)) + : error instanceof DOMException && error.name === 'TimeoutError' + ? 408 + : 502 + return Response.json({ success: false, error: safeMessage, output: {} }, { status }) + } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/files.server.test.ts b/apps/sim/lib/internal/oracle-epm-planning/files.server.test.ts new file mode 100644 index 00000000000..0c676da6698 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/files.server.test.ts @@ -0,0 +1,382 @@ +/** @vitest-environment node */ +import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ open: vi.fn(), store: vi.fn() })) +vi.mock('@/lib/internal/oracle-epm/files.server', () => ({ + openOracleEpmSourceFile: mocks.open, + storeOracleEpmDownload: mocks.store, +})) +vi.mock('@/lib/core/security/input-validation.server', () => ({ + DEFAULT_MAX_RESPONSE_BYTES: 100 * 1024 * 1024, +})) +vi.mock('@sim/logger', () => ({ createLogger: () => ({ warn: vi.fn() }) })) + +import { PayloadSizeLimitError } from '@/lib/core/utils/stream-limits' +import { createOracleEpmClient } from '@/lib/internal/oracle-epm/client.server' +import { + downloadPlanningFile, + uploadPlanningFile, +} from '@/lib/internal/oracle-epm-planning/files.server' +import { + PLANNING_DOWNLOAD_BYTES, + PLANNING_INPUT_FILE_BYTES, + PLANNING_UPLOAD_CHUNK_BYTES, + planningEndpoints, +} from '@/lib/internal/oracle-epm-planning/route-space' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { UserFile } from '@/executor/types' + +const auth = { + oauthCredential: 'credential-1', + instanceUrl: 'https://epm.example.com/gateway', + accessToken: Buffer.from('test:fixture').toString('base64'), +} +const file: UserFile = { + id: 'file-1', + key: 'workspace/authorized/data.csv', + name: 'data.csv', + url: 'https://untrusted.example.com/never-fetch', + size: 3, + type: 'text/csv', +} +const stored: UserFile = { + ...file, + key: 'execution/stored.csv', + url: 'https://storage.example.com/signed', + context: 'execution', +} +const request = vi.fn() +const requestValidatedLink = vi.fn() +const client = createOracleEpmClient(auth) +const runtime = { + userId: 'user-1', + workspaceId: '11111111-1111-4111-8111-111111111111', + workflowId: '22222222-2222-4222-8222-222222222222', + executionId: '33333333-3333-4333-8333-333333333333', +} +const context: PlanningOperationContext = { + client: { request, requestValidatedLink, validateReturnedLink: client.validateReturnedLink }, + runtime, +} +const ok = { status: 200, data: { status: 0, details: null } } +function source(chunks: Buffer[]) { + return { + fileName: 'data.csv', + contentType: 'text/csv', + maxBytes: PLANNING_INPUT_FILE_BYTES, + chunks: (async function* () { + for (const chunk of chunks) yield chunk + })(), + } +} +function downloadResponse() { + return { + status: 200, + contentType: 'application/octet-stream', + contentLength: 3, + body: new ReadableStream({ + start(controller) { + controller.enqueue(new Uint8Array([1, 2, 3])) + controller.close() + }, + }), + } +} +function startDownload(metadata: { contentLength?: number } = { contentLength: 3 }) { + request.mockImplementation(async (endpoint) => + endpoint === planningEndpoints.startDownload + ? { + status: 200, + data: { + status: -1, + details: null, + links: [ + { + rel: 'Job Status', + action: 'GET', + href: 'https://epm.example.com/gateway/interop/rest/v2/status/download/42', + }, + ], + }, + } + : ok + ) + requestValidatedLink + .mockResolvedValueOnce({ + status: 200, + data: { + status: 0, + details: null, + items: null, + links: [ + { + rel: 'Download link', + action: 'GET', + href: 'https://epm.example.com/gateway/interop/rest/v2/files/download/42', + }, + ], + }, + }) + .mockResolvedValueOnce({ ...downloadResponse(), contentLength: metadata.contentLength }) +} + +describe('Planning file orchestration over foundation primitives', () => { + beforeEach(() => { + request.mockReset() + requestValidatedLink.mockReset() + mocks.open.mockReset() + mocks.store.mockReset() + request.mockResolvedValue(ok) + mocks.open.mockResolvedValue(source([Buffer.from('abc')])) + mocks.store.mockResolvedValue(stored) + }) + afterEach(() => vi.useRealTimers()) + it('authorizes the source before initialization, never fetching its URL', async () => { + mocks.open.mockRejectedValue(new Error('Not authorized')) + await expect(uploadPlanningFile({ ...auth, file }, context)).rejects.toThrow('Not authorized') + expect(request).not.toHaveBeenCalled() + expect(mocks.open).toHaveBeenCalledWith({ + file, + userId: runtime.userId, + maxBytes: PLANNING_INPUT_FILE_BYTES, + signal: undefined, + }) + }) + it('uses the official v1 initialization, numbered inclusive range and completion requests', async () => { + expect(await uploadPlanningFile({ ...auth, file }, context)).toEqual({ + fileName: 'data.csv', + size: 3, + status: 0, + }) + expect(request.mock.calls.map(([endpoint]) => endpoint)).toEqual([ + planningEndpoints.uploadControl, + planningEndpoints.uploadChunk, + planningEndpoints.uploadControl, + ]) + expect(JSON.parse(request.mock.calls[0][1].query.q)).toEqual({ + isFirst: true, + isLast: false, + chunkSize: 14, + fileSize: '3', + }) + expect(request.mock.calls[1][1].stream).toEqual(Buffer.from('abc')) + expect(JSON.parse(request.mock.calls[1][1].query.q)).toEqual({ + isFirst: false, + isLast: false, + chunkSize: 3, + fileSize: '3', + startRange: '0', + endRange: '2', + chunkNo: 1, + }) + expect(JSON.parse(request.mock.calls[2][1].query.q)).toEqual({ + isFirst: false, + isLast: true, + chunkSize: 14, + fileSize: '3', + }) + expect(mocks.open.mock.invocationCallOrder[0]).toBeLessThan(request.mock.invocationCallOrder[0]) + }) + it('splits source chunks sequentially at the bounded upload size', async () => { + const size = PLANNING_UPLOAD_CHUNK_BYTES + 3 + mocks.open.mockResolvedValue(source([Buffer.alloc(size)])) + await uploadPlanningFile({ ...auth, file: { ...file, size } }, context) + const chunks = request.mock.calls.filter( + ([endpoint]) => endpoint === planningEndpoints.uploadChunk + ) + expect(chunks.map(([, input]) => input.stream.byteLength)).toEqual([ + PLANNING_UPLOAD_CHUNK_BYTES, + 3, + ]) + expect(JSON.parse(chunks[1][1].query.q)).toMatchObject({ + startRange: String(PLANNING_UPLOAD_CHUNK_BYTES), + endRange: String(size - 1), + chunkNo: 2, + }) + }) + it.each([2, 4])( + 'rejects declared size %i when actual bytes differ; never finalizes or deletes repository files', + async (size) => { + await expect( + uploadPlanningFile({ ...auth, file: { ...file, size } }, context) + ).rejects.toThrow('declared size') + expect( + request.mock.calls.some( + ([endpoint, input]) => + endpoint === planningEndpoints.uploadControl && JSON.parse(input.query.q).isLast + ) + ).toBe(false) + expect( + request.mock.calls.some(([endpoint]) => endpoint === planningEndpoints.deleteFile) + ).toBe(false) + } + ) + it('does not delete an existing file when Oracle reports a conflict', async () => { + request.mockResolvedValue({ status: 200, data: { status: 1, details: 'File already exists' } }) + await expect(uploadPlanningFile({ ...auth, file }, context)).rejects.toThrow('file conflicts') + expect(request).toHaveBeenCalledTimes(1) + expect(request.mock.calls[0][0]).toBe(planningEndpoints.uploadControl) + }) + it('polls extraction only after completing upload', async () => { + request + .mockResolvedValueOnce(ok) + .mockResolvedValueOnce(ok) + .mockResolvedValueOnce({ + status: 200, + data: { + status: -1, + details: null, + links: [ + { + rel: 'Job Status', + method: 'GET', + href: 'https://epm.example.com/gateway/interop/rest/v1/services/jobs/42', + }, + ], + }, + }) + requestValidatedLink.mockResolvedValue(ok) + await uploadPlanningFile({ ...auth, file }, context) + expect(requestValidatedLink).toHaveBeenCalledTimes(1) + expect(request).toHaveBeenCalledTimes(3) + }) + it('stores binary data with the fixed 100 MiB ceiling, then deletes only the temporary resource', async () => { + startDownload() + expect(await downloadPlanningFile({ ...auth, fileName: 'data.csv' }, context)).toEqual(stored) + expect(mocks.store).toHaveBeenCalledWith( + expect.objectContaining({ + maxBytes: PLANNING_DOWNLOAD_BYTES, + context: { + workspaceId: runtime.workspaceId, + workflowId: runtime.workflowId, + executionId: runtime.executionId, + }, + fileName: 'data.csv', + }) + ) + expect(request.mock.calls.at(-1)).toEqual([ + planningEndpoints.cleanupDownload, + expect.objectContaining({ pathParams: { jobId: '42' } }), + ]) + expect(request.mock.calls.some(([endpoint]) => endpoint === planningEndpoints.deleteFile)).toBe( + false + ) + }) + it.each(['unknown', 'understated', 'declared'])( + 'cleans temporary data on %s-size overflow reported by foundation storage', + async (kind) => { + const contentLength = + kind === 'unknown' ? undefined : kind === 'understated' ? 1 : PLANNING_DOWNLOAD_BYTES + 1 + startDownload({ contentLength }) + mocks.store.mockRejectedValue( + new PayloadSizeLimitError({ + label: 'Oracle EPM download', + maxBytes: PLANNING_DOWNLOAD_BYTES, + observedBytes: PLANNING_DOWNLOAD_BYTES + 1, + }) + ) + await expect( + downloadPlanningFile({ ...auth, fileName: 'large.zip' }, context) + ).rejects.toThrow('100 MiB') + expect(mocks.store).toHaveBeenCalledWith(expect.objectContaining({ contentLength })) + expect(request.mock.calls.at(-1)?.[0]).toBe(planningEndpoints.cleanupDownload) + } + ) + it.each([false, true])( + 'reports cleanup failure without replacing a prior storage failure (%s)', + async (storageFailed) => { + startDownload() + const originalRequest = request.getMockImplementation()! + request.mockImplementation(async (endpoint, input) => { + if (endpoint === planningEndpoints.cleanupDownload) throw new Error('Cleanup unavailable') + return originalRequest(endpoint, input) + }) + const storageError = new Error('Storage unavailable') + if (storageFailed) mocks.store.mockRejectedValue(storageError) + const download = downloadPlanningFile({ ...auth, fileName: 'data.csv' }, context) + if (storageFailed) { + await expect(download).rejects.toBe(storageError) + } else { + await expect(download).rejects.toThrow( + 'File was stored, but Oracle temporary download cleanup failed' + ) + } + expect(request.mock.calls.at(-1)?.[0]).toBe(planningEndpoints.cleanupDownload) + } + ) + it('attempts cleanup after polling cancellation with a fresh bounded signal', async () => { + startDownload() + const controller = new AbortController() + requestValidatedLink.mockReset().mockImplementation(async () => { + controller.abort(new DOMException('Stopped', 'AbortError')) + throw controller.signal.reason + }) + await expect( + downloadPlanningFile( + { ...auth, fileName: 'data.csv' }, + { ...context, signal: controller.signal } + ) + ).rejects.toMatchObject({ name: 'AbortError' }) + const [endpoint, input] = request.mock.calls.at(-1)! + expect(endpoint).toBe(planningEndpoints.cleanupDownload) + expect(input.signal.aborted).toBe(false) + expect(input.signal).not.toBe(controller.signal) + }) + it('rejects a download link for another job and still cleans its own resource', async () => { + startDownload() + requestValidatedLink.mockReset().mockResolvedValue({ + status: 200, + data: { + status: 0, + details: null, + links: [ + { + rel: 'Download link', + href: 'https://epm.example.com/gateway/interop/rest/v2/files/download/99', + }, + ], + }, + }) + await expect(downloadPlanningFile({ ...auth, fileName: 'data.csv' }, context)).rejects.toThrow( + 'documented contract' + ) + expect(mocks.store).not.toHaveBeenCalled() + expect(request.mock.calls.at(-1)?.[1].pathParams).toEqual({ jobId: '42' }) + }) + it('rejects JSON errors instead of storing them as files', async () => { + startDownload() + requestValidatedLink + .mockReset() + .mockResolvedValueOnce({ + status: 200, + data: { + status: 0, + details: null, + links: [ + { + rel: 'Download link', + href: 'https://epm.example.com/gateway/interop/rest/v2/files/download/42', + }, + ], + }, + }) + .mockResolvedValueOnce({ + ...downloadResponse(), + contentType: 'application/json; charset=utf-8', + }) + await expect(downloadPlanningFile({ ...auth, fileName: 'data.csv' }, context)).rejects.toThrow( + 'instead of downloadable' + ) + expect(mocks.store).not.toHaveBeenCalled() + expect(request.mock.calls.at(-1)?.[0]).toBe(planningEndpoints.cleanupDownload) + }) + it('requires trusted execution scope before creating temporary resources', async () => { + await expect( + downloadPlanningFile( + { ...auth, fileName: 'data.csv' }, + { ...context, runtime: { workflowId: 'invalid' } } + ) + ).rejects.toThrow('execution file context') + expect(request).not.toHaveBeenCalled() + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-planning/files.server.ts b/apps/sim/lib/internal/oracle-epm-planning/files.server.ts new file mode 100644 index 00000000000..16cbbdfbcfe --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/files.server.ts @@ -0,0 +1,284 @@ +import { createLogger } from '@sim/logger' +import type { z } from 'zod' +import { getExecutionDeadlineAt } from '@/lib/core/execution-limits' +import { PayloadSizeLimitError } from '@/lib/core/utils/stream-limits' +import { + openOracleEpmSourceFile, + storeOracleEpmDownload, +} from '@/lib/internal/oracle-epm/files.server' +import { type OracleEpmPollClassification, pollOracleEpmJob } from '@/lib/internal/oracle-epm/jobs' +import { + PLANNING_DOWNLOAD_BYTES, + PLANNING_INPUT_FILE_BYTES, + PLANNING_UPLOAD_CHUNK_BYTES, + planningEndpoints, + planningLinkPolicies, +} from '@/lib/internal/oracle-epm-planning/route-space' +import { + interopStatusSchema, + PlanningContractError, + PlanningInputError, + type PlanningOperationContext, + parsePlanningResponse, + requireInteropSuccess, +} from '@/lib/internal/oracle-epm-planning/schema' +import { isUuid } from '@/executor/constants' +import type { UserFile } from '@/executor/types' +import type { + OracleEpmPlanningDownloadFileParams, + OracleEpmPlanningUploadFileParams, +} from '@/tools/oracle_epm_planning/types' + +const logger = createLogger('OracleEpmPlanningFiles') +type InteropStatus = z.output +const octetHeaders = { contentType: 'application/octet-stream' } + +function findLink(status: InteropStatus, rel: string) { + const links = status.links.filter((link) => link.rel === rel) + if (links.length !== 1) throw new PlanningContractError() + return links[0] +} + +function interopClassification( + status: InteropStatus +): OracleEpmPollClassification { + if (status.status === -1) return { state: 'pending' } as const + if (status.status === 0) return { state: 'success', result: status } as const + return { state: 'failure', error: status } as const +} + +/** + * V1 upload: control requests deliberately use Oracle's documented chunkSize=14. + * Data ranges are inclusive and chunk numbers start at 1. + * https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/upload_application_snapshot.html + * The shared Java helper documents status=-1 polling and the standard "Job Status" relation: + * https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/common_helper_functions_for_java.html + * The current v1 services/jobs route and standard relation are also documented at: + * https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/lcm_set_encryption_key.html + */ +export async function uploadPlanningFile( + input: OracleEpmPlanningUploadFileParams, + context: PlanningOperationContext +): Promise<{ fileName: string; size: number; status: number }> { + const userId = context.runtime?.userId + if (!userId) throw new PlanningInputError('Uploading requires an authenticated user') + const source = await openOracleEpmSourceFile({ + file: input.file, + userId, + maxBytes: PLANNING_INPUT_FILE_BYTES, + signal: context.signal, + }) + const fileName = input.fileName ?? source.fileName + const fileSize = String(input.file.size) + const control = async (isFirst: boolean, isLast: boolean) => + parsePlanningResponse( + interopStatusSchema, + await context.client.request(planningEndpoints.uploadControl, { + pathParams: { fileName }, + headers: octetHeaders, + query: { q: JSON.stringify({ isFirst, isLast, chunkSize: 14, fileSize }) }, + signal: context.signal, + }) + ) + requireInteropSuccess(await control(true, false)) + let bytes = 0 + let sent = 0 + let chunkNo = 1 + let buffered = 0 + let buffer = Buffer.allocUnsafe(Math.min(PLANNING_UPLOAD_CHUNK_BYTES, input.file.size)) + const send = async (chunk: Uint8Array) => { + context.signal?.throwIfAborted() + const status = parsePlanningResponse( + interopStatusSchema, + await context.client.request(planningEndpoints.uploadChunk, { + pathParams: { fileName }, + headers: octetHeaders, + query: { + q: JSON.stringify({ + isFirst: false, + isLast: false, + chunkSize: chunk.byteLength, + fileSize, + startRange: String(sent), + endRange: String(sent + chunk.byteLength - 1), + chunkNo, + }), + }, + stream: chunk, + signal: context.signal, + }) + ) + requireInteropSuccess(status) + sent += chunk.byteLength + chunkNo++ + } + for await (const chunk of source.chunks) { + context.signal?.throwIfAborted() + bytes += chunk.byteLength + if (bytes > input.file.size) + throw new PlanningInputError('Source file contains more bytes than its declared size') + let position = 0 + while (position < chunk.byteLength) { + const length = Math.min(buffer.length - buffered, chunk.byteLength - position) + buffer.set(chunk.subarray(position, position + length), buffered) + position += length + buffered += length + if (buffered === buffer.length) { + await send(buffer) + buffered = 0 + buffer = Buffer.allocUnsafe(Math.min(PLANNING_UPLOAD_CHUNK_BYTES, input.file.size - sent)) + } + } + } + if (bytes !== input.file.size) + throw new PlanningInputError('Source file contains fewer bytes than its declared size') + if (buffered) await send(buffer.subarray(0, buffered)) + const completion = await control(false, true) + if (completion.status === -1) { + const link = context.client.validateReturnedLink( + planningLinkPolicies.uploadStatus, + findLink(completion, 'Job Status') + ) + const result = await pollOracleEpmJob({ + read: async (signal) => + parsePlanningResponse( + interopStatusSchema, + await context.client.requestValidatedLink(link, signal) + ), + classify: interopClassification, + signal: context.signal, + maxWaitMs: (input.maxWaitSeconds ?? 300) * 1000, + cleanupReserveMs: 0, + maxAttempts: 1000, + initialDelayMs: 1000, + maxDelayMs: 10_000, + }) + requireInteropSuccess(result.state === 'success' ? result.result : result.error) + } else { + requireInteropSuccess(completion) + } + /** There is no documented abort-upload operation; never delete an existing repository file on failure. */ + return { fileName, size: sent, status: 0 } +} + +/** + * V2 download uses POST initiation, GET status/data, DELETE temporary data. + * Malformed example links are not repaired or allowed to weaken foundation policies. + * https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/download_application_snapshot_v2.html + */ +export async function downloadPlanningFile( + input: OracleEpmPlanningDownloadFileParams, + context: PlanningOperationContext +): Promise { + const runtime = context.runtime + if ( + !runtime?.workspaceId || + !runtime.executionId || + !isUuid(runtime.workspaceId) || + !isUuid(runtime.workflowId) || + !isUuid(runtime.executionId) + ) { + throw new PlanningInputError('Downloading requires a valid workflow execution file context') + } + const executionContext = { + workspaceId: runtime.workspaceId, + workflowId: runtime.workflowId, + executionId: runtime.executionId, + } + const maxWaitMs = (input.maxWaitSeconds ?? 300) * 1000 + const deadlineAt = new Date( + Math.min( + Date.now() + maxWaitMs, + getExecutionDeadlineAt(context.signal)?.getTime() ?? Number.POSITIVE_INFINITY + ) + ) + let temporaryJobId: string | undefined + let body: ReadableStream | undefined + let file: UserFile + let cleanupFailed = false + try { + const initiation = parsePlanningResponse( + interopStatusSchema, + await context.client.request(planningEndpoints.startDownload, { + json: { fileName: input.fileName }, + signal: context.signal, + }) + ) + if (initiation.status !== -1 && initiation.status !== 0) requireInteropSuccess(initiation) + const statusLink = findLink(initiation, 'Job Status') + const validatedStatus = context.client.validateReturnedLink( + planningLinkPolicies.downloadStatus, + statusLink + ) + /** Extract only after the foundation has checked the exact origin, gateway prefix and route. */ + temporaryJobId = new URL(statusLink.href).pathname.split('/').at(-1)! + const result = await pollOracleEpmJob({ + read: async (signal) => + parsePlanningResponse( + interopStatusSchema, + await context.client.requestValidatedLink(validatedStatus, signal) + ), + classify: interopClassification, + signal: context.signal, + deadlineAt, + maxWaitMs, + cleanupReserveMs: Math.min(500, Math.floor(maxWaitMs / 10)), + maxAttempts: 1000, + initialDelayMs: 1000, + maxDelayMs: 10_000, + }) + const status = result.state === 'success' ? result.result : result.error + requireInteropSuccess(status) + const downloadLink = findLink(status, 'Download link') + const validatedDownload = context.client.validateReturnedLink( + planningLinkPolicies.download, + downloadLink + ) + if (new URL(downloadLink.href).pathname.split('/').at(-1) !== temporaryJobId) + throw new PlanningContractError() + const response = await context.client.requestValidatedLink(validatedDownload, context.signal) + if (!('body' in response)) throw new PlanningContractError() + body = response.body + if (response.contentType?.split(';')[0].trim().toLowerCase() === 'application/json') { + throw new PlanningInputError('Oracle returned an error instead of downloadable file content') + } + file = await storeOracleEpmDownload({ + body, + fileName: input.fileName, + contentType: response.contentType, + contentLength: response.contentLength, + context: executionContext, + maxBytes: PLANNING_DOWNLOAD_BYTES, + signal: context.signal, + }) + } catch (error) { + if (error instanceof PayloadSizeLimitError) { + throw new PlanningInputError( + 'Oracle download exceeds the 100 MiB Sim output limit; keep the export in the Oracle repository' + ) + } + throw error + } finally { + if (body && !body.locked) await body.cancel().catch(() => undefined) + if (temporaryJobId !== undefined) { + try { + const cleanup = parsePlanningResponse( + interopStatusSchema, + await context.client.request(planningEndpoints.cleanupDownload, { + pathParams: { jobId: temporaryJobId }, + signal: AbortSignal.timeout(5000), + }) + ) + requireInteropSuccess(cleanup) + } catch { + /** Preserve an earlier failure, and never include tenant identifiers or response bodies in logs. */ + logger.warn('Oracle temporary download cleanup failed') + cleanupFailed = true + } + } + } + if (cleanupFailed) { + throw new PlanningInputError('File was stored, but Oracle temporary download cleanup failed') + } + return file +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/jobs.test.ts b/apps/sim/lib/internal/oracle-epm-planning/jobs.test.ts new file mode 100644 index 00000000000..aaa5c00d0c2 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/jobs.test.ts @@ -0,0 +1,177 @@ +/** @vitest-environment node */ +import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest' + +vi.mock('@/lib/core/security/input-validation.server', () => ({ + DEFAULT_MAX_RESPONSE_BYTES: 100 * 1024 * 1024, +})) + +import { + classifyPlanningJob, + planningJobResult, + readPlanningJob, + submitPlanningJob, + validatePlanningJobParameters, + waitForPlanningJob, +} from '@/lib/internal/oracle-epm-planning/jobs' +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { PlanningJob } from '@/tools/oracle_epm_planning/types' + +const job: PlanningJob = { + jobId: 42, + status: 0, + details: null, + jobName: 'Calculate', + descriptiveStatus: 'Completed', +} +const request = vi.fn() +const context: PlanningOperationContext = { + client: { request, validateReturnedLink: vi.fn(), requestValidatedLink: vi.fn() }, +} +describe('Planning job behavior using the foundation scheduler', () => { + beforeEach(() => vi.clearAllMocks()) + afterEach(() => vi.useRealTimers()) + it.each([-1, 2])('keeps status %i pending', (status) => { + expect(classifyPlanningJob({ ...job, status }).state).toBe('pending') + }) + it.each([1, 3, 4, 2147483647, 99])('does not treat status %i as success', (status) => { + const snapshot = { ...job, status, details: 'Oracle job diagnostics' } + expect(classifyPlanningJob(snapshot).state).toBe('failure') + expect(planningJobResult(snapshot)).toMatchObject({ success: false, output: { job: snapshot } }) + }) + it('submits once and returns a pending snapshot without implicit polling', async () => { + request.mockResolvedValue({ status: 200, data: { ...job, status: -1 } }) + await expect( + submitPlanningJob({ application: 'Vision', jobType: 'RULES', jobName: 'Calculate' }, context) + ).resolves.toMatchObject({ status: -1 }) + expect(request).toHaveBeenCalledTimes(1) + expect(request).toHaveBeenCalledWith( + planningEndpoints.submitJob, + expect.objectContaining({ json: { jobType: 'RULES', jobName: 'Calculate' } }) + ) + }) + it('waits for completion without resubmitting', async () => { + vi.useFakeTimers() + request + .mockResolvedValueOnce({ status: 200, data: { ...job, status: -1 } }) + .mockResolvedValue({ status: 200, data: job }) + const pending = waitForPlanningJob( + { application: 'Vision', jobId: '42', maxWaitSeconds: 5 }, + context + ) + await vi.advanceTimersByTimeAsync(2000) + expect(await pending).toEqual({ success: true, output: { job } }) + expect(request).toHaveBeenCalledTimes(2) + for (const [endpoint] of request.mock.calls) expect(endpoint).toBe(planningEndpoints.job) + }) + it('submits typed nested data-map overrides once without polling or replay', async () => { + request.mockResolvedValue({ status: 200, data: { ...job, status: -1 } }) + const parameters = { + clearData: false, + overrideMembersMap: { Period: 'Q1' }, + overrideExclusionMembersMap: { Period: 'Jan' }, + } + await expect( + submitPlanningJob( + { application: 'Vision', jobType: 'PLAN_TYPE_MAP', jobName: 'Reporting', parameters }, + context + ) + ).resolves.toMatchObject({ status: -1 }) + expect(request).toHaveBeenCalledExactlyOnceWith(planningEndpoints.submitJob, { + pathParams: { application: 'Vision' }, + json: { jobType: 'PLAN_TYPE_MAP', jobName: 'Reporting', parameters }, + signal: undefined, + }) + request.mockClear() + request.mockRejectedValue(new Error('Submission failed')) + await expect( + submitPlanningJob( + { application: 'Vision', jobType: 'PLAN_TYPE_MAP', jobName: 'Reporting', parameters }, + context + ) + ).rejects.toThrow('Submission failed') + expect(request).toHaveBeenCalledTimes(1) + }) + it('retains terminal failure diagnostics', async () => { + request.mockResolvedValue({ + status: 200, + data: { ...job, status: 1, details: 'Invalid member' }, + }) + expect(await waitForPlanningJob({ application: 'Vision', jobId: '42' }, context)).toMatchObject( + { + success: false, + output: { job: { status: 1, details: 'Invalid member' } }, + } + ) + }) + it('rejects a status response for another job', async () => { + request.mockResolvedValue({ status: 200, data: { ...job, jobId: 99 } }) + await expect(readPlanningJob({ application: 'Vision', jobId: '42' }, context)).rejects.toThrow( + 'different Planning job' + ) + }) + it('propagates cancellation while a read is pending', async () => { + const controller = new AbortController() + request.mockImplementation( + (_endpoint, input) => + new Promise((_resolve, reject) => { + input.signal.addEventListener('abort', () => reject(input.signal.reason), { once: true }) + }) + ) + const pending = waitForPlanningJob( + { application: 'Vision', jobId: '42' }, + { ...context, signal: controller.signal } + ) + const assertion = expect(pending).rejects.toMatchObject({ name: 'AbortError' }) + controller.abort(new DOMException('Stopped', 'AbortError')) + await assertion + expect(request).toHaveBeenCalledTimes(1) + }) + it('propagates a timeout signal before reading', async () => { + const controller = new AbortController() + controller.abort(new DOMException('Deadline exceeded', 'TimeoutError')) + await expect( + waitForPlanningJob( + { application: 'Vision', jobId: '42', maxWaitSeconds: 1 }, + { ...context, signal: controller.signal } + ) + ).rejects.toMatchObject({ name: 'TimeoutError' }) + expect(request).not.toHaveBeenCalled() + }) + it('validates explicit data movement and conflicting overrides', () => { + expect( + validatePlanningJobParameters('export', { + cube: 'Plan1', + parameters: { + rowMembers: 'Sales', + columnMembers: 'Jan', + povMembers: 'Plan', + exportFileName: 'budget.zip', + }, + }) + ).toMatchObject({ cube: 'Plan1', exportFileName: 'budget.zip' }) + expect( + validatePlanningJobParameters('import', { + fileName: 'data.csv', + cube: 'Plan1', + parameters: { sourceType: 'Essbase' }, + }) + ).toEqual({ importFileName: 'data.csv', cube: 'Plan1', sourceType: 'Essbase' }) + expect(() => validatePlanningJobParameters('export', {})).toThrow('requires cube') + expect(() => + validatePlanningJobParameters('import', { + parameters: { sourceType: 'Essbase', importFileName: 'data.csv' }, + }) + ).toThrow('requires a file') + expect(() => + validatePlanningJobParameters('export', { cube: 'A', parameters: { cube: 'B' } }) + ).toThrow('conflicts') + expect(() => + validatePlanningJobParameters('refresh', { + jobName: 'Refresh', + parameters: { guessedOption: true }, + }) + ).toThrow('Invalid job-specific') + expect(validatePlanningJobParameters('refresh', { jobName: 'Refresh' })).toEqual({}) + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-planning/jobs.ts b/apps/sim/lib/internal/oracle-epm-planning/jobs.ts new file mode 100644 index 00000000000..95024a78196 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/jobs.ts @@ -0,0 +1,202 @@ +import { z } from 'zod' +import { type OracleEpmPollClassification, pollOracleEpmJob } from '@/lib/internal/oracle-epm/jobs' +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + jobSchema, + PlanningInputError, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningResponse, + PlanningDataMapParameters, + PlanningJob, + PlanningJobParameters, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/retrieve_job_status.html */ +export function classifyPlanningJob( + job: PlanningJob +): OracleEpmPollClassification { + if (job.status === -1 || job.status === 2) return { state: 'pending' } as const + if (job.status === 0) return { state: 'success', result: job } as const + return { state: 'failure', error: job } as const +} + +export function planningJobResult(job: PlanningJob): OracleEpmPlanningResponse { + const failed = classifyPlanningJob(job).state === 'failure' + return { + success: !failed, + output: { job }, + ...(failed + ? { error: 'Oracle Planning job failed; inspect the returned job status and details' } + : {}), + } +} + +/** Mutations are submitted once. Waiting is always a separate operation. */ +export async function submitPlanningJob( + input: { + application: string + jobType: string + jobName?: string + parameters?: PlanningJobParameters | PlanningDataMapParameters + }, + context: PlanningOperationContext +): Promise { + return parsePlanningResponse( + jobSchema, + await context.client.request(planningEndpoints.submitJob, { + pathParams: { application: input.application }, + json: { + jobType: input.jobType, + ...(input.jobName === undefined ? {} : { jobName: input.jobName }), + ...(input.parameters === undefined ? {} : { parameters: input.parameters }), + }, + signal: context.signal, + }) + ) +} + +export async function readPlanningJob( + input: { application: string; jobId: string }, + context: PlanningOperationContext +): Promise { + const job = parsePlanningResponse( + jobSchema, + await context.client.request(planningEndpoints.job, { + pathParams: { application: input.application, jobId: input.jobId }, + signal: context.signal, + }) + ) + if (String(job.jobId) !== input.jobId.replace(/^0+(?=\d)/, '')) { + throw new PlanningInputError('Oracle returned a different Planning job ID') + } + return job +} + +export async function waitForPlanningJob( + input: { application: string; jobId: string; maxWaitSeconds?: number }, + context: PlanningOperationContext +): Promise { + const terminal = await pollOracleEpmJob({ + read: (signal) => readPlanningJob(input, { ...context, signal }), + classify: classifyPlanningJob, + signal: context.signal, + maxWaitMs: (input.maxWaitSeconds ?? 300) * 1000, + cleanupReserveMs: 0, + maxAttempts: 1000, + initialDelayMs: 1000, + maxDelayMs: 10_000, + }) + return planningJobResult(terminal.state === 'success' ? terminal.result : terminal.error) +} + +const booleanParameter = z.union([z.boolean(), z.enum(['true', 'false'])]) +const nonempty = z.string().min(1) +const missingValue = z.string().regex(/^#?[A-Za-z]{1,16}$/) +/** export_data.html, import_data.html and cube_refresh.html define these job-specific overrides. */ +const exportParameters = z + .object({ + cube: nonempty.optional(), + rowMembers: nonempty.optional(), + columnMembers: nonempty.optional(), + povMembers: nonempty.optional(), + exportFileName: nonempty.optional(), + delimiter: z.enum(['comma', 'tab']).optional(), + exportSmartListAs: z.enum(['label', 'name']).optional(), + includeDynamicMembers: booleanParameter.optional(), + exportDataDecimalScale: z + .union([z.number().int().min(0).max(16), z.string().regex(/^(?:[0-9]|1[0-6])$/)]) + .optional(), + customMissingValue: missingValue.optional(), + exportImpliedShareEnabled: booleanParameter.optional(), + }) + .strict() +const importParameters = z + .object({ + importFileName: nonempty.optional(), + sourceType: z.enum(['Planning', 'Essbase']).optional(), + cube: nonempty.optional(), + delimiter: z.enum(['comma', 'tab']).optional(), + dateFormat: z.enum(['MM-DD-YYYY', 'DD-MM-YYYY', 'YYYY-MM-DD']).optional(), + includeMetaData: booleanParameter.optional(), + errorFile: nonempty.optional(), + stopOnError: booleanParameter.optional(), + customMissingValue: missingValue.optional(), + }) + .strict() +const refreshParameters = z + .object({ + allowedUsersDuringCubeRefresh: z.enum(['Administrators', 'All Users']).optional(), + allowedUsersAfterCubeRefresh: z.enum(['Administrators', 'All Users']).optional(), + terminateActiveRequestsBeforeCubeRefresh: booleanParameter.optional(), + logOffAllUsersBeforeCubeRefresh: booleanParameter.optional(), + generateApplicationDiagnostics: booleanParameter.optional(), + }) + .strict() + +export function validatePlanningJobParameters( + kind: 'export' | 'import' | 'refresh', + input: { jobName?: string; cube?: string; fileName?: string; parameters?: PlanningJobParameters } +): PlanningJobParameters { + const supplied = { ...input.parameters } + if (input.cube !== undefined) { + if (supplied.cube !== undefined && supplied.cube !== input.cube) + throw new PlanningInputError('Cube conflicts with parameters.cube') + supplied.cube = input.cube + } + if (input.fileName !== undefined) { + if (supplied.importFileName !== undefined && supplied.importFileName !== input.fileName) + throw new PlanningInputError('File name conflicts with parameters.importFileName') + supplied.importFileName = input.fileName + } + const schema = + kind === 'export' ? exportParameters : kind === 'import' ? importParameters : refreshParameters + const parsed = schema.safeParse(supplied) + if (!parsed.success) + throw new PlanningInputError( + 'Invalid job-specific parameters; use the parameters documented by Oracle for this job type' + ) + if ( + !input.jobName && + kind === 'export' && + ['cube', 'rowMembers', 'columnMembers', 'povMembers'].some((key) => !supplied[key]) + ) { + throw new PlanningInputError( + 'An export without a configured job requires cube, rowMembers, columnMembers and povMembers' + ) + } + if (!input.jobName && kind === 'import') { + if ( + !supplied.importFileName || + !supplied.sourceType || + (supplied.sourceType === 'Essbase' && !supplied.cube) + ) { + throw new PlanningInputError( + 'An import without a configured job requires a file and sourceType, plus cube for Essbase' + ) + } + } + if ( + kind === 'import' && + supplied.sourceType === 'Essbase' && + supplied.includeMetaData !== undefined + ) { + throw new PlanningInputError('includeMetaData applies only to Planning imports') + } + if ( + kind === 'import' && + supplied.sourceType === 'Planning' && + supplied.stopOnError !== undefined + ) { + throw new PlanningInputError('stopOnError applies only to Essbase imports') + } + return supplied +} + +export function validatePlanningRulePrompts(parameters?: PlanningJobParameters): void { + if (parameters && Object.values(parameters).some((value) => typeof value !== 'string')) { + throw new PlanningInputError('Rule runtime prompt values must be strings') + } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/add-member.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/add-member.ts new file mode 100644 index 00000000000..32c89a4b0e4 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/add-member.ts @@ -0,0 +1,26 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + memberSchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningAddMemberParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/add_member.html */ +export async function executeOracleEpmPlanningAddMember( + input: OracleEpmPlanningAddMemberParams, + context: PlanningOperationContext +): Promise { + const member = parsePlanningResponse( + memberSchema, + await context.client.request(planningEndpoints.addMember, { + pathParams: { application: input.application, dimension: input.dimension }, + json: { memberName: input.memberName, parentName: input.parentName }, + signal: context.signal, + }) + ) + return { success: true, output: { member } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/change-planning-unit-status.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/change-planning-unit-status.ts new file mode 100644 index 00000000000..18d4f58aecf --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/change-planning-unit-status.ts @@ -0,0 +1,45 @@ +import { + planningEndpoints, + planningLinkPolicies, +} from '@/lib/internal/oracle-epm-planning/route-space' +import { + PlanningContractError, + type PlanningOperationContext, + parsePlanningResponse, + planningUnitStatusSchema, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningChangePlanningUnitStatusParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/change_planning_unit_status.html */ +export async function executeOracleEpmPlanningChangePlanningUnitStatus( + input: OracleEpmPlanningChangePlanningUnitStatusParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + planningUnitStatusSchema, + await context.client.request(planningEndpoints.changePlanningUnitStatus, { + pathParams: { application: input.application, puhIdentifier: input.puhIdentifier }, + headers: { contentType: 'application/x-www-form-urlencoded' }, + stream: new TextEncoder().encode( + new URLSearchParams({ + actionId: String(input.actionId), + pmMembers: input.pmMembers, + comments: input.comments ?? '', + }).toString() + ), + signal: context.signal, + }) + ) + const confirmations = parsed.links.filter((link) => link.rel === 'self') + if (confirmations.length !== 1 || !confirmations[0].data) throw new PlanningContractError() + const confirmation = confirmations[0] + context.client.validateReturnedLink(planningLinkPolicies.planningUnitStatus, { + rel: confirmation.rel, + href: confirmation.href, + method: confirmation.action, + }) + return { success: true, output: { planningUnitAction: confirmation.data } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/clear-data-slice.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/clear-data-slice.ts new file mode 100644 index 00000000000..a6d8bca5466 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/clear-data-slice.ts @@ -0,0 +1,33 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + clearResultSchema, + PlanningInputError, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningClearDataSliceParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/clear_dataslices.html */ +export async function executeOracleEpmPlanningClearDataSlice( + input: OracleEpmPlanningClearDataSliceParams, + context: PlanningOperationContext +): Promise { + if (input.clearEssbaseData === false && !input.clearPlanningData) + throw new PlanningInputError('Select Essbase data and/or Planning details to clear') + const clearResult = parsePlanningResponse( + clearResultSchema, + await context.client.request(planningEndpoints.clearSlice, { + pathParams: { application: input.application, cube: input.cube }, + json: { + gridDefinition: input.gridDefinition, + clearEssbaseData: input.clearEssbaseData ?? true, + clearPlanningData: input.clearPlanningData ?? false, + }, + signal: context.signal, + }) + ) + return { success: true, output: { clearResult } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/delete-file.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/delete-file.ts new file mode 100644 index 00000000000..ef660a10439 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/delete-file.ts @@ -0,0 +1,27 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + interopStatusSchema, + type PlanningOperationContext, + parsePlanningResponse, + requireInteropSuccess, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningDeleteFileParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/delete_files_v2.html */ +export async function executeOracleEpmPlanningDeleteFile( + input: OracleEpmPlanningDeleteFileParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + interopStatusSchema, + await context.client.request(planningEndpoints.deleteFile, { + json: { fileName: input.fileName }, + signal: context.signal, + }) + ) + requireInteropSuccess(parsed) + return { success: true, output: { deleted: true } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/delete-substitution-variable.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/delete-substitution-variable.ts new file mode 100644 index 00000000000..b9b50055e37 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/delete-substitution-variable.ts @@ -0,0 +1,29 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + PlanningContractError, + type PlanningOperationContext, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningDeleteSubstitutionVariableParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/planning_del_a_subst_variable_for_app.html */ +export async function executeOracleEpmPlanningDeleteSubstitutionVariable( + input: OracleEpmPlanningDeleteSubstitutionVariableParams, + context: PlanningOperationContext +): Promise { + const response = await context.client.request( + input.cube ? planningEndpoints.deleteCubeVariable : planningEndpoints.deleteVariable, + { + pathParams: { + application: input.application, + variableName: input.variableName, + ...(input.cube ? { cube: input.cube } : {}), + }, + signal: context.signal, + } + ) + if (response.status !== 204) throw new PlanningContractError() + return { success: true, output: { deleted: true } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/download-file.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/download-file.ts new file mode 100644 index 00000000000..b1c624287c8 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/download-file.ts @@ -0,0 +1,14 @@ +import { downloadPlanningFile } from '@/lib/internal/oracle-epm-planning/files.server' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningDownloadFileParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/download_application_snapshot_v2.html */ +export async function executeOracleEpmPlanningDownloadFile( + input: OracleEpmPlanningDownloadFileParams, + context: PlanningOperationContext +): Promise { + return { success: true, output: { file: await downloadPlanningFile(input, context) } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/export-application-data.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/export-application-data.ts new file mode 100644 index 00000000000..37024e8177c --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/export-application-data.ts @@ -0,0 +1,29 @@ +import { + planningJobResult, + submitPlanningJob, + validatePlanningJobParameters, +} from '@/lib/internal/oracle-epm-planning/jobs' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningExportApplicationDataParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/export_data.html */ +export async function executeOracleEpmPlanningExportApplicationData( + input: OracleEpmPlanningExportApplicationDataParams, + context: PlanningOperationContext +): Promise { + const parameters = validatePlanningJobParameters('export', input) + return planningJobResult( + await submitPlanningJob( + { + application: input.application, + jobType: 'EXPORT_DATA', + jobName: input.jobName, + parameters, + }, + context + ) + ) +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/export-data-slice.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/export-data-slice.ts new file mode 100644 index 00000000000..eaba13c8235 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/export-data-slice.ts @@ -0,0 +1,26 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + dataGridSchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningExportDataSliceParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/export_dataslices.html */ +export async function executeOracleEpmPlanningExportDataSlice( + input: OracleEpmPlanningExportDataSliceParams, + context: PlanningOperationContext +): Promise { + const dataGrid = parsePlanningResponse( + dataGridSchema, + await context.client.request(planningEndpoints.exportSlice, { + pathParams: { application: input.application, cube: input.cube }, + json: { exportPlanningData: false, gridDefinition: input.gridDefinition }, + signal: context.signal, + }) + ) + return { success: true, output: { dataGrid } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/export-form-data.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/export-form-data.ts new file mode 100644 index 00000000000..a9dfac37c26 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/export-form-data.ts @@ -0,0 +1,30 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + formDataSchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningExportFormDataParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/get_export_form_data.html */ +export async function executeOracleEpmPlanningExportFormData( + input: OracleEpmPlanningExportFormDataParams, + context: PlanningOperationContext +): Promise { + const formData = parsePlanningResponse( + formDataSchema, + await context.client.request(planningEndpoints.form, { + pathParams: { application: input.application, form: input.form }, + query: { + displayMemberAs: input.displayMemberAs ?? 'MEMBER_NAME', + memberAliasDelimiter: input.memberAliasDelimiter ?? ':', + forceStartExpanded: input.forceStartExpanded ?? false, + }, + signal: context.signal, + }) + ) + return { success: true, output: { formData } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/get-dimension.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/get-dimension.ts new file mode 100644 index 00000000000..23f9094d72d --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/get-dimension.ts @@ -0,0 +1,26 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + dimensionSchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningGetDimensionParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/get_dim_details.html */ +export async function executeOracleEpmPlanningGetDimension( + input: OracleEpmPlanningGetDimensionParams, + context: PlanningOperationContext +): Promise { + const dimension = parsePlanningResponse( + dimensionSchema, + await context.client.request(planningEndpoints.dimension, { + pathParams: { application: input.application, cube: input.cube, dimension: input.dimension }, + query: { aliasTableName: input.aliasTableName }, + signal: context.signal, + }) + ) + return { success: true, output: { dimension } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/get-insights.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/get-insights.ts new file mode 100644 index 00000000000..db434ec919e --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/get-insights.ts @@ -0,0 +1,39 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + insightsSchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningGetInsightsParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/get_insigh.html */ +export async function executeOracleEpmPlanningGetInsights( + input: OracleEpmPlanningGetInsightsParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + insightsSchema, + await context.client.request(planningEndpoints.insights, { + pathParams: { application: input.application }, + json: { + dataSourceType: 'CUBE', + location: input.cube, + slice: input.insightSlice, + retrievalMode: input.retrievalMode ?? 'USE_EXISTING', + ...(input.retrievalMode === 'FORCE_RECOMPUTE' ? { calendar: input.calendar } : {}), + }, + signal: context.signal, + }) + ) + return { + success: true, + output: { + insights: parsed.items, + totalResults: parsed.totalResults, + hasMore: parsed.hasMore, + }, + } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/get-job-details.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/get-job-details.ts new file mode 100644 index 00000000000..e092c4239f1 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/get-job-details.ts @@ -0,0 +1,30 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + jobDetailsSchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningGetJobDetailsParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/retrieve_job_status_details.html */ +export async function executeOracleEpmPlanningGetJobDetails( + input: OracleEpmPlanningGetJobDetailsParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + jobDetailsSchema, + await context.client.request(planningEndpoints.jobDetails, { + pathParams: { application: input.application, jobId: input.jobId }, + query: { + offset: input.offset ?? 0, + limit: input.limit ?? 100, + q: input.messageType ? JSON.stringify({ messageType: input.messageType }) : undefined, + }, + signal: context.signal, + }) + ) + return { success: true, output: { jobDetails: parsed.items } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/get-job.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/get-job.ts new file mode 100644 index 00000000000..dd57ce48f45 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/get-job.ts @@ -0,0 +1,14 @@ +import { readPlanningJob } from '@/lib/internal/oracle-epm-planning/jobs' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningGetJobParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/retrieve_job_status.html */ +export async function executeOracleEpmPlanningGetJob( + input: OracleEpmPlanningGetJobParams, + context: PlanningOperationContext +): Promise { + return { success: true, output: { job: await readPlanningJob(input, context) } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/get-member.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/get-member.ts new file mode 100644 index 00000000000..ff5fb2006bd --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/get-member.ts @@ -0,0 +1,29 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + memberSchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningGetMemberParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/get_member.html */ +export async function executeOracleEpmPlanningGetMember( + input: OracleEpmPlanningGetMemberParams, + context: PlanningOperationContext +): Promise { + const member = parsePlanningResponse( + memberSchema, + await context.client.request(planningEndpoints.member, { + pathParams: { + application: input.application, + dimension: input.dimension, + memberName: input.memberName, + }, + signal: context.signal, + }) + ) + return { success: true, output: { member } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/get-planning-unit-actions.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/get-planning-unit-actions.ts new file mode 100644 index 00000000000..9d1ce76f476 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/get-planning-unit-actions.ts @@ -0,0 +1,33 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + type PlanningOperationContext, + parsePlanningResponse, + planningUnitActionsSchema, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningGetPlanningUnitActionsParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/get_available_planning_unit_actions.html */ +export async function executeOracleEpmPlanningGetPlanningUnitActions( + input: OracleEpmPlanningGetPlanningUnitActionsParams, + context: PlanningOperationContext +): Promise { + // The resource declaration and API catalog specify POST. The example self-link's GET + // label is inconsistent; it is neither followed nor used to select a fallback method. + // https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/GUID-185E11F9-8420-414A-B2EA-9098767FC24F.pdf + const parsed = parsePlanningResponse( + planningUnitActionsSchema, + await context.client.request(planningEndpoints.planningUnitActions, { + pathParams: { application: input.application, puhIdentifier: input.puhIdentifier }, + query: { q: JSON.stringify({ options: input.approvalOptions ?? 1 }) }, + headers: { contentType: 'application/x-www-form-urlencoded' }, + stream: new TextEncoder().encode( + new URLSearchParams({ pmMembers: input.pmMembers }).toString() + ), + signal: context.signal, + }) + ) + return { success: true, output: { planningUnitActions: parsed.items } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/get-planning-unit-history.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/get-planning-unit-history.ts new file mode 100644 index 00000000000..618317cb193 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/get-planning-unit-history.ts @@ -0,0 +1,30 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + type PlanningOperationContext, + parsePlanningResponse, + planningUnitHistorySchema, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningGetPlanningUnitHistoryParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/get_planning_unit_history_and_annotations.html */ +export async function executeOracleEpmPlanningGetPlanningUnitHistory( + input: OracleEpmPlanningGetPlanningUnitHistoryParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + planningUnitHistorySchema, + await context.client.request(planningEndpoints.planningUnitHistory, { + pathParams: { application: input.application, puIdentifier: input.puIdentifier }, + query: { + q: JSON.stringify({ annotSeq: input.annotSeq ?? -1, logSeq: input.logSeq ?? -1 }), + offset: input.offset ?? 0, + limit: input.limit ?? 100, + }, + signal: context.signal, + }) + ) + return { success: true, output: { planningUnitHistory: parsed.items } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/get-substitution-variable.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/get-substitution-variable.ts new file mode 100644 index 00000000000..c2c09cdc84d --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/get-substitution-variable.ts @@ -0,0 +1,38 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + PlanningInputError, + type PlanningOperationContext, + parsePlanningResponse, + variableSchema, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningGetSubstitutionVariableParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/planning_get_a_subst_variable_for_app_2.html */ +export async function executeOracleEpmPlanningGetSubstitutionVariable( + input: OracleEpmPlanningGetSubstitutionVariableParams, + context: PlanningOperationContext +): Promise { + if (input.derivedValues && !input.cube) + throw new PlanningInputError('Derived values require a cube') + const parsed = parsePlanningResponse( + variableSchema, + await context.client.request( + input.cube ? planningEndpoints.cubeVariable : planningEndpoints.variable, + { + pathParams: { + application: input.application, + variableName: input.variableName, + ...(input.cube ? { cube: input.cube } : {}), + }, + ...(input.cube + ? { query: { q: JSON.stringify({ derivedValues: input.derivedValues ?? false }) } } + : {}), + signal: context.signal, + } + ) + ) + return { success: true, output: { variable: parsed } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/import-application-data.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/import-application-data.ts new file mode 100644 index 00000000000..868983a50e8 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/import-application-data.ts @@ -0,0 +1,29 @@ +import { + planningJobResult, + submitPlanningJob, + validatePlanningJobParameters, +} from '@/lib/internal/oracle-epm-planning/jobs' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningImportApplicationDataParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/import_data.html */ +export async function executeOracleEpmPlanningImportApplicationData( + input: OracleEpmPlanningImportApplicationDataParams, + context: PlanningOperationContext +): Promise { + const parameters = validatePlanningJobParameters('import', input) + return planningJobResult( + await submitPlanningJob( + { + application: input.application, + jobType: 'IMPORT_DATA', + jobName: input.jobName, + parameters, + }, + context + ) + ) +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/import-data-slice.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/import-data-slice.ts new file mode 100644 index 00000000000..a8ca08d1968 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/import-data-slice.ts @@ -0,0 +1,30 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + importResultSchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningImportDataSliceParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/import_dataslices.html */ +export async function executeOracleEpmPlanningImportDataSlice( + input: OracleEpmPlanningImportDataSliceParams, + context: PlanningOperationContext +): Promise { + const importResult = parsePlanningResponse( + importResultSchema, + await context.client.request(planningEndpoints.importSlice, { + pathParams: { application: input.application, cube: input.cube }, + json: { + ...input.importOptions, + dataGrid: input.dataGrid, + customParams: { IncludeRejectedCells: true, IncludeRejectedCellsWithDetails: true }, + }, + signal: context.signal, + }) + ) + return { success: true, output: { importResult } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/index.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/index.ts new file mode 100644 index 00000000000..0d21bd1e857 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/index.ts @@ -0,0 +1,38 @@ +export { executeOracleEpmPlanningAddMember } from '@/lib/internal/oracle-epm-planning/operations/add-member' +export { executeOracleEpmPlanningChangePlanningUnitStatus } from '@/lib/internal/oracle-epm-planning/operations/change-planning-unit-status' +export { executeOracleEpmPlanningClearDataSlice } from '@/lib/internal/oracle-epm-planning/operations/clear-data-slice' +export { executeOracleEpmPlanningDeleteFile } from '@/lib/internal/oracle-epm-planning/operations/delete-file' +export { executeOracleEpmPlanningDeleteSubstitutionVariable } from '@/lib/internal/oracle-epm-planning/operations/delete-substitution-variable' +export { executeOracleEpmPlanningDownloadFile } from '@/lib/internal/oracle-epm-planning/operations/download-file' +export { executeOracleEpmPlanningExportApplicationData } from '@/lib/internal/oracle-epm-planning/operations/export-application-data' +export { executeOracleEpmPlanningExportDataSlice } from '@/lib/internal/oracle-epm-planning/operations/export-data-slice' +export { executeOracleEpmPlanningExportFormData } from '@/lib/internal/oracle-epm-planning/operations/export-form-data' +export { executeOracleEpmPlanningGetDimension } from '@/lib/internal/oracle-epm-planning/operations/get-dimension' +export { executeOracleEpmPlanningGetInsights } from '@/lib/internal/oracle-epm-planning/operations/get-insights' +export { executeOracleEpmPlanningGetJob } from '@/lib/internal/oracle-epm-planning/operations/get-job' +export { executeOracleEpmPlanningGetJobDetails } from '@/lib/internal/oracle-epm-planning/operations/get-job-details' +export { executeOracleEpmPlanningGetMember } from '@/lib/internal/oracle-epm-planning/operations/get-member' +export { executeOracleEpmPlanningGetPlanningUnitActions } from '@/lib/internal/oracle-epm-planning/operations/get-planning-unit-actions' +export { executeOracleEpmPlanningGetPlanningUnitHistory } from '@/lib/internal/oracle-epm-planning/operations/get-planning-unit-history' +export { executeOracleEpmPlanningGetSubstitutionVariable } from '@/lib/internal/oracle-epm-planning/operations/get-substitution-variable' +export { executeOracleEpmPlanningImportApplicationData } from '@/lib/internal/oracle-epm-planning/operations/import-application-data' +export { executeOracleEpmPlanningImportDataSlice } from '@/lib/internal/oracle-epm-planning/operations/import-data-slice' +export { executeOracleEpmPlanningListApplications } from '@/lib/internal/oracle-epm-planning/operations/list-applications' +export { executeOracleEpmPlanningListCubes } from '@/lib/internal/oracle-epm-planning/operations/list-cubes' +export { executeOracleEpmPlanningListDimensions } from '@/lib/internal/oracle-epm-planning/operations/list-dimensions' +export { executeOracleEpmPlanningListFiles } from '@/lib/internal/oracle-epm-planning/operations/list-files' +export { executeOracleEpmPlanningListJobDefinitions } from '@/lib/internal/oracle-epm-planning/operations/list-job-definitions' +export { executeOracleEpmPlanningListPlanningUnits } from '@/lib/internal/oracle-epm-planning/operations/list-planning-units' +export { executeOracleEpmPlanningListSubstitutionVariables } from '@/lib/internal/oracle-epm-planning/operations/list-substitution-variables' +export { executeOracleEpmPlanningListUserVariableValues } from '@/lib/internal/oracle-epm-planning/operations/list-user-variable-values' +export { executeOracleEpmPlanningRefreshCube } from '@/lib/internal/oracle-epm-planning/operations/refresh-cube' +export { executeOracleEpmPlanningRunDataMap } from '@/lib/internal/oracle-epm-planning/operations/run-data-map' +export { executeOracleEpmPlanningRunJob } from '@/lib/internal/oracle-epm-planning/operations/run-job' +export { executeOracleEpmPlanningRunRule } from '@/lib/internal/oracle-epm-planning/operations/run-rule' +export { executeOracleEpmPlanningRunRuleset } from '@/lib/internal/oracle-epm-planning/operations/run-ruleset' +export { executeOracleEpmPlanningSetAdministrationMode } from '@/lib/internal/oracle-epm-planning/operations/set-administration-mode' +export { executeOracleEpmPlanningSetSubstitutionVariables } from '@/lib/internal/oracle-epm-planning/operations/set-substitution-variables' +export { executeOracleEpmPlanningSetUserVariableValues } from '@/lib/internal/oracle-epm-planning/operations/set-user-variable-values' +export { executeOracleEpmPlanningSummarizeInsights } from '@/lib/internal/oracle-epm-planning/operations/summarize-insights' +export { executeOracleEpmPlanningUploadFile } from '@/lib/internal/oracle-epm-planning/operations/upload-file' +export { executeOracleEpmPlanningWaitForJob } from '@/lib/internal/oracle-epm-planning/operations/wait-for-job' diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/list-applications.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/list-applications.ts new file mode 100644 index 00000000000..d9602ded4e9 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/list-applications.ts @@ -0,0 +1,24 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + applicationsSchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningListApplicationsParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/get_applications.html */ +export async function executeOracleEpmPlanningListApplications( + _input: OracleEpmPlanningListApplicationsParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + applicationsSchema, + await context.client.request(planningEndpoints.applications, { + signal: context.signal, + }) + ) + return { success: true, output: { applications: parsed.items } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/list-cubes.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/list-cubes.ts new file mode 100644 index 00000000000..2d2082b5e82 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/list-cubes.ts @@ -0,0 +1,25 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + cubesSchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningListCubesParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/get_plan_types.html */ +export async function executeOracleEpmPlanningListCubes( + input: OracleEpmPlanningListCubesParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + cubesSchema, + await context.client.request(planningEndpoints.cubes, { + pathParams: { application: input.application }, + signal: context.signal, + }) + ) + return { success: true, output: { cubes: parsed.items } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/list-dimensions.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/list-dimensions.ts new file mode 100644 index 00000000000..21918ac1c76 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/list-dimensions.ts @@ -0,0 +1,33 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + dimensionsSchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningListDimensionsParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/get_dim_plan_types.html */ +export async function executeOracleEpmPlanningListDimensions( + input: OracleEpmPlanningListDimensionsParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + dimensionsSchema, + await context.client.request(planningEndpoints.dimensions, { + pathParams: { application: input.application, cube: input.cube }, + query: { offset: input.offset ?? 0, limit: input.limit ?? 100 }, + signal: context.signal, + }) + ) + return { + success: true, + output: { + dimensions: parsed.items, + totalResults: parsed.totalResults, + hasMore: parsed.hasMore, + }, + } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/list-files.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/list-files.ts new file mode 100644 index 00000000000..37c26565214 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/list-files.ts @@ -0,0 +1,24 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + filesSchema, + type PlanningOperationContext, + parsePlanningResponse, + requireInteropSuccess, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningListFilesParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/list_files_v2.html */ +export async function executeOracleEpmPlanningListFiles( + _input: OracleEpmPlanningListFilesParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + filesSchema, + await context.client.request(planningEndpoints.files, { signal: context.signal }) + ) + requireInteropSuccess(parsed) + return { success: true, output: { files: parsed.items } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/list-job-definitions.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/list-job-definitions.ts new file mode 100644 index 00000000000..e97f79eb53e --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/list-job-definitions.ts @@ -0,0 +1,26 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + jobDefinitionsSchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningListJobDefinitionsParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/get_job_definitions.html */ +export async function executeOracleEpmPlanningListJobDefinitions( + input: OracleEpmPlanningListJobDefinitionsParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + jobDefinitionsSchema, + await context.client.request(planningEndpoints.jobDefinitions, { + pathParams: { application: input.application }, + query: { q: input.jobType ? JSON.stringify({ jobType: input.jobType }) : undefined }, + signal: context.signal, + }) + ) + return { success: true, output: { jobDefinitions: parsed.items } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/list-planning-units.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/list-planning-units.ts new file mode 100644 index 00000000000..d10620206ee --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/list-planning-units.ts @@ -0,0 +1,32 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + type PlanningOperationContext, + parsePlanningResponse, + planningUnitsSchema, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningListPlanningUnitsParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/list_all_planning_units.html */ +export async function executeOracleEpmPlanningListPlanningUnits( + input: OracleEpmPlanningListPlanningUnitsParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + planningUnitsSchema, + await context.client.request(planningEndpoints.planningUnits, { + pathParams: { application: input.application }, + query: { + q: JSON.stringify({ scenario: input.scenario, version: input.planningVersion }), + offset: input.offset ?? 0, + limit: input.limit ?? 100, + }, + headers: { contentType: 'application/x-www-form-urlencoded' }, + stream: new Uint8Array(0), + signal: context.signal, + }) + ) + return { success: true, output: { planningUnits: parsed.items } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/list-substitution-variables.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/list-substitution-variables.ts new file mode 100644 index 00000000000..5c2313f2dc8 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/list-substitution-variables.ts @@ -0,0 +1,34 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + PlanningInputError, + type PlanningOperationContext, + parsePlanningResponse, + variablesSchema, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningListSubstitutionVariablesParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/planning_get_all_subst_variables_for_app_1.html */ +export async function executeOracleEpmPlanningListSubstitutionVariables( + input: OracleEpmPlanningListSubstitutionVariablesParams, + context: PlanningOperationContext +): Promise { + if (input.derivedValues && !input.cube) + throw new PlanningInputError('Derived values require a cube') + const parsed = parsePlanningResponse( + variablesSchema, + await context.client.request( + input.cube ? planningEndpoints.cubeVariables : planningEndpoints.variables, + { + pathParams: { application: input.application, ...(input.cube ? { cube: input.cube } : {}) }, + ...(input.cube + ? { query: { q: JSON.stringify({ derivedValues: input.derivedValues ?? false }) } } + : {}), + signal: context.signal, + } + ) + ) + return { success: true, output: { variables: parsed.items } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/list-user-variable-values.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/list-user-variable-values.ts new file mode 100644 index 00000000000..5a52f134955 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/list-user-variable-values.ts @@ -0,0 +1,26 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + type PlanningOperationContext, + parsePlanningResponse, + userVariableValuesSchema, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningListUserVariableValuesParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/planning_get_user_variables_for_app.html */ +export async function executeOracleEpmPlanningListUserVariableValues( + input: OracleEpmPlanningListUserVariableValuesParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + userVariableValuesSchema, + await context.client.request(planningEndpoints.userVariableValues, { + pathParams: { application: input.application }, + query: { offset: input.offset ?? 0, limit: input.limit ?? 100 }, + signal: context.signal, + }) + ) + return { success: true, output: { userVariableValues: parsed.items } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/refresh-cube.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/refresh-cube.ts new file mode 100644 index 00000000000..dfa943a4bd3 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/refresh-cube.ts @@ -0,0 +1,29 @@ +import { + planningJobResult, + submitPlanningJob, + validatePlanningJobParameters, +} from '@/lib/internal/oracle-epm-planning/jobs' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningRefreshCubeParams, + OracleEpmPlanningResponse, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/cube_refresh.html */ +export async function executeOracleEpmPlanningRefreshCube( + input: OracleEpmPlanningRefreshCubeParams, + context: PlanningOperationContext +): Promise { + const parameters = validatePlanningJobParameters('refresh', input) + return planningJobResult( + await submitPlanningJob( + { + application: input.application, + jobType: 'CUBE_REFRESH', + jobName: input.jobName, + parameters, + }, + context + ) + ) +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/run-data-map.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/run-data-map.ts new file mode 100644 index 00000000000..a07e14f9960 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/run-data-map.ts @@ -0,0 +1,32 @@ +import { planningJobResult, submitPlanningJob } from '@/lib/internal/oracle-epm-planning/jobs' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningResponse, + OracleEpmPlanningRunDataMapParams, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/plan_type_map.html */ +export async function executeOracleEpmPlanningRunDataMap( + input: OracleEpmPlanningRunDataMapParams, + context: PlanningOperationContext +): Promise { + return planningJobResult( + await submitPlanningJob( + { + application: input.application, + jobType: 'PLAN_TYPE_MAP', + jobName: input.jobName, + parameters: { + clearData: input.clearData, + ...(input.overrideMembersMap === undefined + ? {} + : { overrideMembersMap: input.overrideMembersMap }), + ...(input.overrideExclusionMembersMap === undefined + ? {} + : { overrideExclusionMembersMap: input.overrideExclusionMembersMap }), + }, + }, + context + ) + ) +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/run-job.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/run-job.ts new file mode 100644 index 00000000000..481e3f32ccc --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/run-job.ts @@ -0,0 +1,14 @@ +import { planningJobResult, submitPlanningJob } from '@/lib/internal/oracle-epm-planning/jobs' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningResponse, + OracleEpmPlanningRunJobParams, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/execute_a_job.html */ +export async function executeOracleEpmPlanningRunJob( + input: OracleEpmPlanningRunJobParams, + context: PlanningOperationContext +): Promise { + return planningJobResult(await submitPlanningJob(input, context)) +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/run-rule.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/run-rule.ts new file mode 100644 index 00000000000..dac39502b45 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/run-rule.ts @@ -0,0 +1,19 @@ +import { + planningJobResult, + submitPlanningJob, + validatePlanningRulePrompts, +} from '@/lib/internal/oracle-epm-planning/jobs' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningResponse, + OracleEpmPlanningRunRuleParams, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/rules.html */ +export async function executeOracleEpmPlanningRunRule( + input: OracleEpmPlanningRunRuleParams, + context: PlanningOperationContext +): Promise { + validatePlanningRulePrompts(input.parameters) + return planningJobResult(await submitPlanningJob({ ...input, jobType: 'RULES' }, context)) +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/run-ruleset.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/run-ruleset.ts new file mode 100644 index 00000000000..2c62ac42973 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/run-ruleset.ts @@ -0,0 +1,19 @@ +import { + planningJobResult, + submitPlanningJob, + validatePlanningRulePrompts, +} from '@/lib/internal/oracle-epm-planning/jobs' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningResponse, + OracleEpmPlanningRunRulesetParams, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/ruleset.html */ +export async function executeOracleEpmPlanningRunRuleset( + input: OracleEpmPlanningRunRulesetParams, + context: PlanningOperationContext +): Promise { + validatePlanningRulePrompts(input.parameters) + return planningJobResult(await submitPlanningJob({ ...input, jobType: 'RULESET' }, context)) +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/set-administration-mode.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/set-administration-mode.ts new file mode 100644 index 00000000000..dea69c97f93 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/set-administration-mode.ts @@ -0,0 +1,24 @@ +import { planningJobResult, submitPlanningJob } from '@/lib/internal/oracle-epm-planning/jobs' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningResponse, + OracleEpmPlanningSetAdministrationModeParams, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/pbcs_admin_job.html */ +export async function executeOracleEpmPlanningSetAdministrationMode( + input: OracleEpmPlanningSetAdministrationModeParams, + context: PlanningOperationContext +): Promise { + return planningJobResult( + await submitPlanningJob( + { + application: input.application, + jobType: 'Administration Mode', + jobName: input.jobName, + parameters: { loginLevel: input.loginLevel }, + }, + context + ) + ) +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/set-substitution-variables.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/set-substitution-variables.ts new file mode 100644 index 00000000000..32a5078fd69 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/set-substitution-variables.ts @@ -0,0 +1,23 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + PlanningContractError, + type PlanningOperationContext, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningResponse, + OracleEpmPlanningSetSubstitutionVariablesParams, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/planning_create_or_replace_all_subst_variables_for_app_3.html */ +export async function executeOracleEpmPlanningSetSubstitutionVariables( + input: OracleEpmPlanningSetSubstitutionVariablesParams, + context: PlanningOperationContext +): Promise { + const response = await context.client.request(planningEndpoints.setVariables, { + pathParams: { application: input.application }, + json: { items: input.variables }, + signal: context.signal, + }) + if (response.status !== 204) throw new PlanningContractError() + return { success: true, output: { updated: true } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/set-user-variable-values.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/set-user-variable-values.ts new file mode 100644 index 00000000000..1cdd002a5ed --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/set-user-variable-values.ts @@ -0,0 +1,25 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + PlanningContractError, + type PlanningOperationContext, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningResponse, + OracleEpmPlanningSetUserVariableValuesParams, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/planning_set_user_variables.html */ +export async function executeOracleEpmPlanningSetUserVariableValues( + input: OracleEpmPlanningSetUserVariableValuesParams, + context: PlanningOperationContext +): Promise { + // The API catalog corroborates /uservariablevalues; the example URL says /uservariables. + // https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/GUID-185E11F9-8420-414A-B2EA-9098767FC24F.pdf + const response = await context.client.request(planningEndpoints.setUserVariableValues, { + pathParams: { application: input.application }, + json: { items: input.userVariableValues }, + signal: context.signal, + }) + if (response.status !== 204) throw new PlanningContractError() + return { success: true, output: { updated: true } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/summarize-insights.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/summarize-insights.ts new file mode 100644 index 00000000000..3246d241b4a --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/summarize-insights.ts @@ -0,0 +1,38 @@ +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { + insightSummarySchema, + type PlanningOperationContext, + parsePlanningResponse, +} from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningResponse, + OracleEpmPlanningSummarizeInsightsParams, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/insigh_summ.html */ +export async function executeOracleEpmPlanningSummarizeInsights( + input: OracleEpmPlanningSummarizeInsightsParams, + context: PlanningOperationContext +): Promise { + const parsed = parsePlanningResponse( + insightSummarySchema, + await context.client.request(planningEndpoints.insightSummary, { + pathParams: { application: input.application }, + json: { + format: 'text', + size: input.summarySize ?? 100, + ...(input.summaryInputMode === 'ids' + ? { ids: input.insightIds } + : { + dataSourceType: 'CUBE', + location: input.cube, + slice: input.insightSlice, + retrievalMode: input.retrievalMode ?? 'USE_EXISTING', + ...(input.retrievalMode === 'FORCE_RECOMPUTE' ? { calendar: input.calendar } : {}), + }), + }, + signal: context.signal, + }) + ) + return { success: true, output: { summary: parsed.summary } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/upload-file.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/upload-file.ts new file mode 100644 index 00000000000..4cb3a989783 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/upload-file.ts @@ -0,0 +1,14 @@ +import { uploadPlanningFile } from '@/lib/internal/oracle-epm-planning/files.server' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningResponse, + OracleEpmPlanningUploadFileParams, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/upload_application_snapshot.html */ +export async function executeOracleEpmPlanningUploadFile( + input: OracleEpmPlanningUploadFileParams, + context: PlanningOperationContext +): Promise { + return { success: true, output: { upload: await uploadPlanningFile(input, context) } } +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/operations/wait-for-job.ts b/apps/sim/lib/internal/oracle-epm-planning/operations/wait-for-job.ts new file mode 100644 index 00000000000..f61f6b7b660 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/operations/wait-for-job.ts @@ -0,0 +1,14 @@ +import { waitForPlanningJob } from '@/lib/internal/oracle-epm-planning/jobs' +import type { PlanningOperationContext } from '@/lib/internal/oracle-epm-planning/schema' +import type { + OracleEpmPlanningResponse, + OracleEpmPlanningWaitForJobParams, +} from '@/tools/oracle_epm_planning/types' + +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/retrieve_job_status.html */ +export async function executeOracleEpmPlanningWaitForJob( + input: OracleEpmPlanningWaitForJobParams, + context: PlanningOperationContext +): Promise { + return waitForPlanningJob(input, context) +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/route-space.test.ts b/apps/sim/lib/internal/oracle-epm-planning/route-space.test.ts new file mode 100644 index 00000000000..75c65bde185 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/route-space.test.ts @@ -0,0 +1,212 @@ +/** @vitest-environment node */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ fetch: vi.fn(), validate: vi.fn() })) +vi.mock('@/lib/core/security/input-validation.server', () => ({ + DEFAULT_MAX_RESPONSE_BYTES: 100 * 1024 * 1024, + secureFetchWithPinnedIP: mocks.fetch, + validateUrlWithDNS: mocks.validate, +})) + +import { createOracleEpmClient } from '@/lib/internal/oracle-epm/client.server' +import { getOracleEpmEndpoint } from '@/lib/internal/oracle-epm/endpoint' +import { + PLANNING_INLINE_BYTES, + PLANNING_UPLOAD_CHUNK_BYTES, + planningEndpoints, + planningLinkPolicies, +} from '@/lib/internal/oracle-epm-planning/route-space' + +const auth = { + instanceUrl: 'https://epm.example.com/gateway/team', + accessToken: Buffer.from('test:fixture').toString('base64'), +} +describe('Planning product route policies (foundation client precedent)', () => { + beforeEach(() => { + vi.clearAllMocks() + mocks.validate.mockResolvedValue({ isValid: true, resolvedIP: '203.0.113.10' }) + mocks.fetch.mockImplementation( + async () => new Response('{}', { headers: { 'content-type': 'application/json' } }) + ) + }) + it('preserves the gateway and encodes names once', async () => { + await createOracleEpmClient(auth).request(planningEndpoints.member, { + pathParams: { application: 'Plan & Co', dimension: 'Account', memberName: 'Sales #1' }, + }) + expect(mocks.fetch.mock.calls[0][0]).toBe( + 'https://epm.example.com/gateway/team/HyperionPlanning/rest/v3/applications/Plan%20%26%20Co/dimensions/Account/members/Sales%20%231' + ) + }) + it('encodes the complete repository path as one segment', async () => { + await createOracleEpmClient(auth).request(planningEndpoints.uploadControl, { + pathParams: { fileName: 'inbox/import.csv' }, + query: { q: JSON.stringify({ isFirst: true, isLast: false, chunkSize: 14, fileSize: '5' }) }, + headers: { contentType: 'application/octet-stream' }, + }) + expect(new URL(mocks.fetch.mock.calls[0][0]).pathname).toBe( + '/gateway/team/interop/rest/v1/applicationsnapshots/inbox%2Fimport.csv/contents' + ) + const query = new URL(mocks.fetch.mock.calls[0][0]).searchParams + expect([...query.keys()]).toEqual(['q']) + expect(JSON.parse(query.get('q')!)).toEqual({ + isFirst: true, + isLast: false, + chunkSize: 14, + fileSize: '5', + }) + }) + it('preserves gateway prefixes and form-encodes compound approval requests', async () => { + const puhIdentifier = 'Forecast::"Working & Review"' + const stream = new TextEncoder().encode( + new URLSearchParams({ pmMembers: '"Sales & Services: Retail"' }).toString() + ) + await createOracleEpmClient(auth).request(planningEndpoints.planningUnitActions, { + pathParams: { application: 'Plan & Co', puhIdentifier }, + query: { q: '{"options":1}' }, + headers: { contentType: 'application/x-www-form-urlencoded' }, + stream, + }) + const [url, , options] = mocks.fetch.mock.calls[0] + expect(new URL(url).pathname).toBe( + '/gateway/team/HyperionPlanning/rest/v3/applications/Plan%20%26%20Co/planningunits/Forecast%3A%3A%22Working%20%26%20Review%22/availableactions' + ) + expect(options.method).toBe('POST') + expect(options.headers['Content-Type']).toBe('application/x-www-form-urlencoded') + expect(new TextDecoder().decode(options.body)).toBe( + 'pmMembers=%22Sales+%26+Services%3A+Retail%22' + ) + expect(options.maxResponseBytes).toBe(PLANNING_INLINE_BYTES) + }) + it('rejects oversized form bodies and undeclared headers before networking', async () => { + const client = createOracleEpmClient(auth) + const input = { + pathParams: { application: 'Vision', puhIdentifier: 'Forecast::Working' }, + headers: { contentType: 'application/x-www-form-urlencoded' }, + } + await expect( + client.request(planningEndpoints.changePlanningUnitStatus, { + ...input, + stream: new Uint8Array(PLANNING_INLINE_BYTES + 1), + }) + ).rejects.toThrow() + await expect( + client.request(planningEndpoints.changePlanningUnitStatus, { + ...input, + stream: new Uint8Array(0), + headers: { contentType: 'application/json' }, + }) + ).rejects.toThrow() + expect(mocks.fetch).not.toHaveBeenCalled() + }) + it('propagates cancellation before an approval mutation starts', async () => { + const controller = new AbortController() + controller.abort(new DOMException('Stopped', 'AbortError')) + await expect( + createOracleEpmClient(auth).request(planningEndpoints.changePlanningUnitStatus, { + pathParams: { application: 'Vision', puhIdentifier: 'Forecast::Working' }, + headers: { contentType: 'application/x-www-form-urlencoded' }, + stream: new Uint8Array(0), + signal: controller.signal, + }) + ).rejects.toMatchObject({ name: 'AbortError' }) + expect(mocks.fetch).not.toHaveBeenCalled() + }) + it('declares bounded bodies and no mutation replay', () => { + for (const endpoint of Object.values(planningEndpoints)) { + const definition = getOracleEpmEndpoint(endpoint) + expect(definition.retry).toBeUndefined() + if (definition.response === 'json') + expect(definition.maxResponseBytes).toBeLessThanOrEqual(PLANNING_INLINE_BYTES) + if (definition.body !== 'none') + expect(definition.maxRequestBytes).toBeLessThanOrEqual(PLANNING_INLINE_BYTES) + } + expect(PLANNING_UPLOAD_CHUNK_BYTES).toBeLessThanOrEqual(50 * 1024 * 1024) + expect(getOracleEpmEndpoint(planningEndpoints.cleanupDownload)).toMatchObject({ + method: 'DELETE', + body: 'none', + timeoutMs: 5000, + }) + }) + it.each([ + 'https://attacker.example.com/gateway/team/interop/rest/v2/status/download/42', + 'https://epm.example.com/interop/rest/v2/status/download/42', + ' https://epm.example.com/gateway/team/interop/rest/v2/status/download/42', + 'https://epm.example.com/gateway/team/interop/rest/v2/status/download/42?redirect=true', + 'https://epm.example.com/gateway/team/interop/rest/v1/status/download/42', + ])('rejects unsafe or malformed returned status link %s', (href) => { + expect(() => + createOracleEpmClient(auth).validateReturnedLink(planningLinkPolicies.downloadStatus, { + rel: 'Job Status', + href, + method: 'GET', + }) + ).toThrow() + expect(mocks.fetch).not.toHaveBeenCalled() + }) + it('accepts only the documented link relation and method', () => { + const client = createOracleEpmClient(auth) + const href = 'https://epm.example.com/gateway/team/interop/rest/v2/status/download/42' + expect(() => + client.validateReturnedLink(planningLinkPolicies.downloadStatus, { + rel: 'Job Status', + href, + method: 'GET', + }) + ).not.toThrow() + expect(() => + client.validateReturnedLink(planningLinkPolicies.downloadStatus, { + rel: "Job' 'Status", + href, + method: 'GET', + }) + ).toThrow() + expect(() => + client.validateReturnedLink(planningLinkPolicies.downloadStatus, { + rel: 'Job Status', + href, + method: 'POST', + }) + ).toThrow() + }) + it('validates the approval self link without following a form mutation', () => { + const client = createOracleEpmClient(auth) + const href = + 'https://epm.example.com/gateway/team/HyperionPlanning/rest/v3/applications/Vision/planningunits/Forecast%3A%3A%22Working%22/actions' + expect(() => + client.validateReturnedLink(planningLinkPolicies.planningUnitStatus, { + rel: 'self', + method: 'POST', + href, + }) + ).not.toThrow() + expect(() => + client.validateReturnedLink(planningLinkPolicies.planningUnitStatus, { + rel: 'self', + method: 'GET', + href, + }) + ).toThrow() + expect(() => + client.validateReturnedLink(planningLinkPolicies.planningUnitStatus, { + rel: 'self', + method: 'POST', + href: href.replace('/gateway/team', ''), + }) + ).toThrow() + expect(mocks.fetch).not.toHaveBeenCalled() + }) + it('rejects undeclared path/query inputs before networking', async () => { + await expect( + createOracleEpmClient(auth).request(planningEndpoints.cubes, { + pathParams: { application: 'Vision', extra: 'x' }, + }) + ).rejects.toThrow() + await expect( + createOracleEpmClient(auth).request(planningEndpoints.dimensions, { + pathParams: { application: 'Vision', cube: 'Plan1' }, + query: { limit: -1 }, + }) + ).rejects.toThrow() + expect(mocks.fetch).not.toHaveBeenCalled() + }) +}) diff --git a/apps/sim/lib/internal/oracle-epm-planning/route-space.ts b/apps/sim/lib/internal/oracle-epm-planning/route-space.ts new file mode 100644 index 00000000000..a5da0c4e848 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/route-space.ts @@ -0,0 +1,241 @@ +import { + oracleEpmLiteral as literal, + oracleEpmPathParameter as parameter, +} from '@/lib/internal/oracle-epm/endpoint' +import { defineOracleEpmRouteSpace } from '@/lib/internal/oracle-epm/route-space' +import type { + OracleEpmEndpointDeclaration, + OracleEpmPathPart, +} from '@/lib/internal/oracle-epm/types' + +export const PLANNING_INLINE_BYTES = 16 * 1024 * 1024 +export const PLANNING_DOWNLOAD_BYTES = 100 * 1024 * 1024 +export const PLANNING_UPLOAD_CHUNK_BYTES = 8 * 1024 * 1024 +export const PLANNING_INPUT_FILE_BYTES = 5 * 1024 * 1024 * 1024 + +export const planningRouteSpace = defineOracleEpmRouteSpace({ + context: ['HyperionPlanning', 'rest'], + allowedVersions: ['v3'], +}) +export const planningInteropRouteSpace = defineOracleEpmRouteSpace({ + context: ['interop', 'rest'], + allowedVersions: ['v1', 'v2'], +}) + +const name = (key: string) => parameter(key, { maxBytes: 255 }) +const jobId = parameter('jobId', { maxBytes: 32, pattern: /^[0-9]+$/ }) +const application = [literal('applications'), name('application')] +const planningUnitActionPath = [ + ...application, + literal('planningunits'), + name('puhIdentifier'), + literal('actions'), +] +const cube = [...application, literal('plantypes'), name('cube')] +const variables = [...application, literal('substitutionvariables')] +const cubeVariables = [...cube, literal('substitutionvariables')] +const member = [...application, literal('dimensions'), name('dimension'), literal('members')] +const page = { + offset: { kind: 'integer', minimum: 0, maximum: 1_000_000 }, + limit: { kind: 'integer', minimum: 1, maximum: 1000 }, +} as const +const q = { kind: 'string', maxBytes: 4096 } as const + +/** Product declarations only; the foundation owns encoding, requests, limits and errors. */ +function planning( + path: OracleEpmPathPart[], + overrides: Partial> = {} +) { + return planningRouteSpace.defineEndpoint({ + version: 'v3', + method: 'GET', + path, + body: 'none', + response: 'json', + timeoutMs: 60_000, + maxResponseBytes: PLANNING_INLINE_BYTES, + ...overrides, + }) +} + +function interop( + path: OracleEpmPathPart[], + overrides: Partial> = {} +) { + return planningInteropRouteSpace.defineEndpoint({ + version: 'v2', + method: 'GET', + path, + body: 'none', + response: 'json', + timeoutMs: 60_000, + maxResponseBytes: PLANNING_INLINE_BYTES, + ...overrides, + }) +} + +const jsonPost = { method: 'POST', body: 'json', maxRequestBytes: PLANNING_INLINE_BYTES } as const +/** Form encoding is product-local; the foundation bounds the bytes and declares the header. */ +const formPost = { + method: 'POST', + body: 'stream', + maxRequestBytes: PLANNING_INLINE_BYTES, + headers: { + contentType: { + name: 'Content-Type', + maxBytes: 64, + pattern: /^application\/x-www-form-urlencoded$/, + required: true, + }, + }, +} as const +const uploadPath = [ + literal('applicationsnapshots'), + parameter('fileName', { maxBytes: 255, mode: 'repository-path' }), + literal('contents'), +] +const uploadQuery = { + q: { kind: 'string', maxBytes: 1024, required: true }, +} as const +const octetHeader = { + contentType: { + name: 'Content-Type', + maxBytes: 24, + pattern: /^application\/octet-stream$/, + required: true, + }, +} + +/** Each action cites its official contract in its operation and public tool file. */ +export const planningEndpoints = { + userVariableValues: planning([...application, literal('uservariablevalues')], { query: page }), + setUserVariableValues: planning([...application, literal('uservariablevalues')], { + ...jsonPost, + response: 'empty', + }), + planningUnits: planning([...application, literal('planningunits')], { + ...formPost, + query: { ...page, q: { ...q, required: true } }, + }), + planningUnitActions: planning( + [...application, literal('planningunits'), name('puhIdentifier'), literal('availableactions')], + { + ...formPost, + query: { q }, + } + ), + planningUnitHistory: planning( + [ + ...application, + literal('planningunits'), + name('puIdentifier'), + literal('historyandannotations'), + ], + { + query: { ...page, q }, + } + ), + changePlanningUnitStatus: planning(planningUnitActionPath, formPost), + insights: planning([...application, literal('insights')], jsonPost), + insightSummary: planning([...application, literal('insights'), literal('summary')], jsonPost), + applications: planning([literal('applications')]), + cubes: planning([...application, literal('plantypes')]), + dimensions: planning([...cube, literal('dimensions')], { query: page }), + dimension: planning([...cube, literal('dimensions'), name('dimension')], { + query: { aliasTableName: { kind: 'string', maxBytes: 255 } }, + }), + member: planning([...member, name('memberName')]), + addMember: planning(member, jsonPost), + variables: planning(variables), + cubeVariables: planning(cubeVariables, { query: { q } }), + variable: planning([...variables, name('variableName')]), + cubeVariable: planning([...cubeVariables, name('variableName')], { query: { q } }), + setVariables: planning(variables, { ...jsonPost, response: 'empty' }), + deleteVariable: planning([...variables, name('variableName')], { + method: 'DELETE', + response: 'empty', + }), + deleteCubeVariable: planning([...cubeVariables, name('variableName')], { + method: 'DELETE', + response: 'empty', + }), + jobDefinitions: planning([...application, literal('jobdefinitions')], { query: { q } }), + submitJob: planning([...application, literal('jobs')], jsonPost), + job: planning([...application, literal('jobs'), jobId]), + jobDetails: planning([...application, literal('jobs'), jobId, literal('details')], { + query: { ...page, q }, + }), + exportSlice: planning([...cube, literal('exportdataslice')], jsonPost), + importSlice: planning([...cube, literal('importdataslice')], jsonPost), + clearSlice: planning([...cube, literal('cleardataslice')], jsonPost), + form: planning([...application, literal('forms'), name('form'), literal('data')], { + query: { + displayMemberAs: { + kind: 'string', + maxBytes: 32, + pattern: /^(MEMBER_NAME|MEMBER_NAME_THEN_ALIAS|ALIAS_THEN_MEMBER_NAME)$/, + }, + memberAliasDelimiter: { kind: 'string', maxBytes: 255 }, + forceStartExpanded: { kind: 'boolean' }, + }, + }), + files: interop([literal('files'), literal('list')]), + deleteFile: interop([literal('files'), literal('delete')], { ...jsonPost, method: 'DELETE' }), + uploadControl: interop(uploadPath, { + version: 'v1', + method: 'POST', + query: uploadQuery, + headers: octetHeader, + }), + uploadChunk: interop(uploadPath, { + version: 'v1', + method: 'POST', + body: 'stream', + query: uploadQuery, + headers: octetHeader, + maxRequestBytes: PLANNING_UPLOAD_CHUNK_BYTES, + }), + uploadStatus: interop([literal('services'), literal('jobs'), jobId], { version: 'v1' }), + startDownload: interop([literal('files'), literal('download')], jsonPost), + downloadStatus: interop([literal('status'), literal('download'), jobId]), + download: interop([literal('files'), literal('download'), jobId], { + response: 'stream', + maxResponseBytes: PLANNING_DOWNLOAD_BYTES, + }), + cleanupDownload: interop([literal('files'), literal('download'), jobId], { + method: 'DELETE', + timeoutMs: 5000, + }), +} + +export const planningLinkPolicies = { + /** Validation only: form mutations cannot be replayed through a returned-link capability. */ + planningUnitStatus: planningRouteSpace.defineReturnedLinkPolicy({ + relation: 'self', + method: 'POST', + version: 'v3', + path: planningUnitActionPath, + response: 'json', + timeoutMs: 60_000, + maxResponseBytes: PLANNING_INLINE_BYTES, + preserveGatewayBasePath: true, + }), + uploadStatus: planningInteropRouteSpace.defineReturnedLinkPolicy({ + relation: 'Job Status', + method: 'GET', + endpoint: planningEndpoints.uploadStatus, + preserveGatewayBasePath: true, + }), + downloadStatus: planningInteropRouteSpace.defineReturnedLinkPolicy({ + relation: 'Job Status', + method: 'GET', + endpoint: planningEndpoints.downloadStatus, + preserveGatewayBasePath: true, + }), + download: planningInteropRouteSpace.defineReturnedLinkPolicy({ + relation: 'Download link', + method: 'GET', + endpoint: planningEndpoints.download, + preserveGatewayBasePath: true, + }), +} diff --git a/apps/sim/lib/internal/oracle-epm-planning/schema.ts b/apps/sim/lib/internal/oracle-epm-planning/schema.ts new file mode 100644 index 00000000000..fbf75238ce3 --- /dev/null +++ b/apps/sim/lib/internal/oracle-epm-planning/schema.ts @@ -0,0 +1,837 @@ +import { z } from 'zod' +import type { OracleEpmClient } from '@/lib/internal/oracle-epm/client.server' +import { oracleEpmLocalError } from '@/lib/internal/oracle-epm/errors' +import type { OracleEpmClientResponse } from '@/lib/internal/oracle-epm/types' +import { + PLANNING_INLINE_BYTES, + PLANNING_INPUT_FILE_BYTES, +} from '@/lib/internal/oracle-epm-planning/route-space' +import type { InternalToolOperationContext } from '@/lib/internal/tool-operations/types' +import type { PlanningDimension } from '@/tools/oracle_epm_planning/types' + +export interface PlanningOperationContext { + client: OracleEpmClient + signal?: AbortSignal + runtime?: InternalToolOperationContext +} + +export class PlanningInputError extends Error {} +export class PlanningContractError extends Error { + constructor() { + super('Oracle EPM Planning returned a response that does not match the documented contract') + } +} + +const name = z + .string() + .min(1) + .max(255) + .refine((value) => value.trim().length > 0, 'Name cannot be blank') +const count = z.number().int().nonnegative().safe() +const strings = z.array(z.string()) +const matrix = z.array(strings) +const axis = z.object({ dimensions: strings.optional(), members: matrix }) +const gridDefinition = z.object({ + pov: axis, + columns: z.array(axis), + rows: z.array(axis), + suppressMissingBlocks: z.boolean().optional(), + suppressMissingRows: z.boolean().optional(), + suppressMissingColumns: z.boolean().optional(), +}) +export const dataGridSchema = z.object({ + pov: strings, + columns: matrix, + rows: z.array( + z.object({ headers: strings, data: z.array(z.union([z.string(), z.number().finite()])) }) + ), +}) +export const variableSchema = z.object({ + name: z.string(), + value: z.string(), + planType: z.string(), +}) +const parameters = z.record(z.string(), z.union([z.string(), z.number().finite(), z.boolean()])) +const authFields = { + oauthCredential: z.string().min(1), + accessToken: z.string().min(1), + instanceUrl: z.string().min(1), +} +const inputFields = { + application: name, + cube: name, + dimension: name, + memberName: name, + parentName: name, + aliasTableName: name, + variableName: name, + variables: z + .array(z.object({ name, value: z.string(), planType: name })) + .min(1) + .max(1000), + derivedValues: z.boolean(), + jobType: name, + jobName: name, + parameters, + jobId: z.union([z.string().regex(/^[0-9]{1,32}$/), count.transform(String)]), + maxWaitSeconds: z.number().int().min(1).max(3600), + offset: count.max(1_000_000), + limit: z.number().int().min(1).max(1000), + messageType: z.enum(['INFO', 'WARNING', 'ERROR']), + gridDefinition, + dataGrid: dataGridSchema, + importOptions: z + .object({ + aggregateEssbaseData: z.boolean().optional(), + cellNotesOption: z.enum(['Overwrite', 'Append', 'Skip']).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(), + }) + .strict(), + clearEssbaseData: z.boolean(), + clearPlanningData: z.boolean(), + form: name, + displayMemberAs: z.enum(['MEMBER_NAME', 'MEMBER_NAME_THEN_ALIAS', 'ALIAS_THEN_MEMBER_NAME']), + memberAliasDelimiter: z.string().max(255), + forceStartExpanded: z.boolean(), + file: z.object({ + id: z.string().min(1), + key: z.string().min(1), + name, + url: z.string(), + size: count.max(PLANNING_INPUT_FILE_BYTES), + type: z.string(), + context: z.string().optional(), + }), + fileName: name, + loginLevel: z.enum(['Administrators', 'All Users']), +} + +export const planningListApplicationsInputSchema = z.object({ + ...authFields, +}) + +const memberOverrides = z.record(name, z.string().min(1)) +const sequence = z.number().int().min(-1).safe() +const compoundIdentifier = name.refine( + (value) => Buffer.byteLength(value, 'utf8') <= 255, + 'Compound identifiers are limited to 255 UTF-8 bytes' +) +const userVariableValue = z.object({ userName: name, name, dimension: name, member: name }) +const insightAxis = z.object({ dimensions: strings, segments: z.array(matrix) }).strict() +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/get_insigh.html */ +export const insightSliceSchema = z + .object({ + pov: z.object({ members: strings, dimensions: strings }).strict(), + columnAxisDefinition: insightAxis, + rowAxisDefinition: insightAxis, + }) + .strict() +const insightFields = { + cube: name, + insightSlice: insightSliceSchema, + retrievalMode: z.enum(['USE_EXISTING', 'FORCE_RECOMPUTE']).optional(), + calendar: name.optional(), +} + +export const planningRunDataMapInputSchema = z.object({ + ...authFields, + application: name, + jobName: name, + clearData: z.boolean(), + overrideMembersMap: memberOverrides.optional(), + overrideExclusionMembersMap: memberOverrides.optional(), +}) +export const planningListUserVariableValuesInputSchema = z.object({ + ...authFields, + application: name, + offset: inputFields.offset.optional(), + limit: inputFields.limit.optional(), +}) +export const planningSetUserVariableValuesInputSchema = z.object({ + ...authFields, + application: name, + userVariableValues: z.array(userVariableValue.strict()).min(1).max(1000), +}) +export const planningListPlanningUnitsInputSchema = z.object({ + ...authFields, + application: name, + scenario: name, + planningVersion: name, + offset: inputFields.offset.optional(), + limit: inputFields.limit.optional(), +}) +export const planningGetPlanningUnitActionsInputSchema = z.object({ + ...authFields, + application: name, + puhIdentifier: compoundIdentifier, + pmMembers: z.string().min(1).max(65536), + approvalOptions: z.union([z.literal(0), z.literal(1)]).optional(), +}) +export const planningGetPlanningUnitHistoryInputSchema = z.object({ + ...authFields, + application: name, + puIdentifier: compoundIdentifier, + annotSeq: sequence.optional(), + logSeq: sequence.optional(), + offset: inputFields.offset.optional(), + limit: inputFields.limit.optional(), +}) +export const planningChangePlanningUnitStatusInputSchema = z.object({ + ...authFields, + application: name, + puhIdentifier: compoundIdentifier, + pmMembers: z.string().min(1).max(65536), + actionId: count.positive(), + comments: z.string().max(65536).optional(), +}) +export const planningGetInsightsInputSchema = z + .object({ + ...authFields, + application: name, + ...insightFields, + }) + .refine((input) => input.retrievalMode !== 'FORCE_RECOMPUTE' || !!input.calendar, { + message: 'Recomputing insights requires a calendar', + path: ['calendar'], + }) +/** Explicit mode prevents stale IDs from overriding a slice in Oracle's request precedence. */ +export const planningSummarizeInsightsInputSchema = z + .object({ + ...authFields, + application: name, + summaryInputMode: z.enum(['ids', 'slice']), + insightIds: z + .array(z.string().regex(/^[0-9]{1,32}$/)) + .min(1) + .max(1000) + .optional(), + ...insightFields, + cube: name.optional(), + insightSlice: insightSliceSchema.optional(), + summarySize: z.number().int().min(1).max(10000).optional(), + }) + .superRefine((input, context) => { + if (input.summaryInputMode === 'ids') { + if (!input.insightIds) + context.addIssue({ + code: 'custom', + path: ['insightIds'], + message: 'Insight IDs are required', + }) + } else { + if (!input.cube) + context.addIssue({ + code: 'custom', + path: ['cube'], + message: 'A cube is required for slice summaries', + }) + if (!input.insightSlice) + context.addIssue({ + code: 'custom', + path: ['insightSlice'], + message: 'An insight slice is required', + }) + if (input.retrievalMode === 'FORCE_RECOMPUTE' && !input.calendar) + context.addIssue({ + code: 'custom', + path: ['calendar'], + message: 'Recomputing insights requires a calendar', + }) + } + }) + +/** User values are distinct from user-variable definitions and substitution variables. */ +export const userVariableValuesSchema = z.object({ items: z.array(userVariableValue).max(1000) }) +/** https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/list_all_planning_units.html */ +export const planningUnitsSchema = z.object({ + items: z + .array( + z.object({ + name: z.string().nullable(), + value: z.number().finite(), + owner: z.string(), + version: z.string(), + entity: z.string(), + status: z.string(), + scenario: z.string(), + formattedValue: z.string(), + puName: z.string(), + subStatus: z.string(), + secMember: z.string().nullable(), + puAlias: z.string(), + scenarioAlias: z.string().nullable(), + versionAlias: z.string().nullable(), + puId: count, + }) + ) + .max(1000), +}) +export const planningUnitActionsSchema = z.object({ + items: z.array(z.object({ actionId: count, name: z.string() })).max(1000), +}) +/** The history page's media-type label conflicts with its explicit JSON body and field table. */ +export const planningUnitHistorySchema = z.object({ + items: z + .array( + z.object({ + comment: z.string(), + hasHistory: z.boolean(), + logSeq: sequence, + staticImage: z.boolean(), + authorImagePath: z.string(), + commentTitle: z.string(), + commentDate: z.string(), + commentSubTitle: z.string(), + parentAnntSeq: sequence, + isChildNode: z.boolean(), + type: z.string().optional(), + }) + ) + .max(1000), +}) +/** Status changes return a confirmation in self-link data, not a job envelope. */ +export const planningUnitStatusSchema = z.object({ + links: z + .array( + z.object({ + rel: z.string(), + href: z.string(), + action: z.string(), + data: z + .object({ pmMembers: z.string(), action: z.string(), comments: z.string() }) + .optional(), + }) + ) + .max(1000), +}) +export const insightsSchema = z.object({ + items: z.array( + z.object({ + id: count.transform(String), + type: z.enum([ + 'ANOMALY', + 'MOVEMENT_VARIANCE_INSIGHTS', + 'HISTORICAL_INSIGHTS', + 'FUTURE_INSIGHTS', + ]), + accountName: z.string().optional(), + sourceAccountName: z.string().optional(), + planType: z.string().optional(), + actualImpact: z.string().optional(), + percentImpact: z.string().optional(), + createdDate: z.string().optional(), + description: z.string().optional(), + outlierValue: z.number().finite().optional(), + standardVariance: z.string().optional(), + actualImpactValue: z.number().finite().optional(), + priority: z.string().optional(), + pov: z.string().optional(), + percentageDiff: z.string().optional(), + percentageDiffFromAnomaly: z.string().optional(), + }) + ), + totalResults: count, + hasMore: z.boolean(), +}) +export const insightSummarySchema = z.object({ summary: z.string() }) + +export const planningListCubesInputSchema = z.object({ + ...authFields, + application: inputFields.application, +}) + +export const planningListDimensionsInputSchema = z.object({ + ...authFields, + application: inputFields.application, + cube: inputFields.cube, + offset: inputFields.offset.optional(), + limit: inputFields.limit.optional(), +}) + +export const planningGetDimensionInputSchema = z.object({ + ...authFields, + application: inputFields.application, + cube: inputFields.cube, + dimension: inputFields.dimension, + aliasTableName: inputFields.aliasTableName.optional(), +}) + +export const planningGetMemberInputSchema = z.object({ + ...authFields, + application: inputFields.application, + dimension: inputFields.dimension, + memberName: inputFields.memberName, +}) + +export const planningAddMemberInputSchema = z.object({ + ...authFields, + application: inputFields.application, + dimension: inputFields.dimension, + memberName: inputFields.memberName, + parentName: inputFields.parentName, +}) + +export const planningListSubstitutionVariablesInputSchema = z.object({ + ...authFields, + application: inputFields.application, + cube: inputFields.cube.optional(), + derivedValues: inputFields.derivedValues.optional(), +}) + +export const planningGetSubstitutionVariableInputSchema = z.object({ + ...authFields, + application: inputFields.application, + variableName: inputFields.variableName, + cube: inputFields.cube.optional(), + derivedValues: inputFields.derivedValues.optional(), +}) + +export const planningSetSubstitutionVariablesInputSchema = z.object({ + ...authFields, + application: inputFields.application, + variables: inputFields.variables, +}) + +export const planningDeleteSubstitutionVariableInputSchema = z.object({ + ...authFields, + application: inputFields.application, + variableName: inputFields.variableName, + cube: inputFields.cube.optional(), +}) + +export const planningListJobDefinitionsInputSchema = z.object({ + ...authFields, + application: inputFields.application, + jobType: inputFields.jobType.optional(), +}) + +export const planningRunJobInputSchema = z.object({ + ...authFields, + application: inputFields.application, + jobType: inputFields.jobType, + jobName: inputFields.jobName, + parameters: inputFields.parameters.optional(), +}) + +export const planningRunRuleInputSchema = z.object({ + ...authFields, + application: inputFields.application, + jobName: inputFields.jobName, + parameters: inputFields.parameters.optional(), +}) + +export const planningRunRulesetInputSchema = z.object({ + ...authFields, + application: inputFields.application, + jobName: inputFields.jobName, + parameters: inputFields.parameters.optional(), +}) + +export const planningGetJobInputSchema = z.object({ + ...authFields, + application: inputFields.application, + jobId: inputFields.jobId, +}) + +export const planningWaitForJobInputSchema = z.object({ + ...authFields, + application: inputFields.application, + jobId: inputFields.jobId, + maxWaitSeconds: inputFields.maxWaitSeconds.optional(), +}) + +export const planningGetJobDetailsInputSchema = z.object({ + ...authFields, + application: inputFields.application, + jobId: inputFields.jobId, + offset: inputFields.offset.optional(), + limit: inputFields.limit.optional(), + messageType: inputFields.messageType.optional(), +}) + +export const planningExportDataSliceInputSchema = z.object({ + ...authFields, + application: inputFields.application, + cube: inputFields.cube, + gridDefinition: inputFields.gridDefinition, +}) + +export const planningImportDataSliceInputSchema = z.object({ + ...authFields, + application: inputFields.application, + cube: inputFields.cube, + dataGrid: inputFields.dataGrid, + importOptions: inputFields.importOptions.optional(), +}) + +export const planningClearDataSliceInputSchema = z.object({ + ...authFields, + application: inputFields.application, + cube: inputFields.cube, + gridDefinition: inputFields.gridDefinition, + clearEssbaseData: inputFields.clearEssbaseData.optional(), + clearPlanningData: inputFields.clearPlanningData.optional(), +}) + +export const planningExportFormDataInputSchema = z.object({ + ...authFields, + application: inputFields.application, + form: inputFields.form, + displayMemberAs: inputFields.displayMemberAs.optional(), + memberAliasDelimiter: inputFields.memberAliasDelimiter.optional(), + forceStartExpanded: inputFields.forceStartExpanded.optional(), +}) + +export const planningExportApplicationDataInputSchema = z.object({ + ...authFields, + application: inputFields.application, + jobName: inputFields.jobName.optional(), + cube: inputFields.cube.optional(), + parameters: inputFields.parameters.optional(), +}) + +export const planningImportApplicationDataInputSchema = z.object({ + ...authFields, + application: inputFields.application, + jobName: inputFields.jobName.optional(), + cube: inputFields.cube.optional(), + fileName: inputFields.fileName.optional(), + parameters: inputFields.parameters.optional(), +}) + +export const planningListFilesInputSchema = z.object({ + ...authFields, +}) + +export const planningUploadFileInputSchema = z.object({ + ...authFields, + file: inputFields.file, + fileName: inputFields.fileName.optional(), + maxWaitSeconds: inputFields.maxWaitSeconds.optional(), +}) + +export const planningDownloadFileInputSchema = z.object({ + ...authFields, + fileName: inputFields.fileName, + maxWaitSeconds: inputFields.maxWaitSeconds.optional(), +}) + +export const planningDeleteFileInputSchema = z.object({ + ...authFields, + fileName: inputFields.fileName, +}) + +export const planningRefreshCubeInputSchema = z.object({ + ...authFields, + application: inputFields.application, + jobName: inputFields.jobName, + parameters: inputFields.parameters.optional(), +}) + +export const planningSetAdministrationModeInputSchema = z.object({ + ...authFields, + application: inputFields.application, + loginLevel: inputFields.loginLevel, + jobName: inputFields.jobName.optional(), +}) + +/** + * Count JSON bytes before serialization without creating a width-sized work queue. + * Recursion and retained cycle bookkeeping are bounded to 64 containers. + */ +export function assertPlanningPayload(value: unknown): number { + let bytes = 0 + let nodes = 0 + const ancestors = new Set() + const add = (size: number) => { + bytes += size + if (bytes > PLANNING_INLINE_BYTES) throw oracleEpmLocalError('payload_too_large') + } + const stringBytes = (text: string) => { + add(2 + Buffer.byteLength(text, 'utf8')) + for (let i = 0; i < text.length; i++) { + const code = text.charCodeAt(i) + if (code === 34 || code === 92) add(1) + else if (code < 32) add([8, 9, 10, 12, 13].includes(code) ? 1 : 5) + else if (code >= 0xd800 && code <= 0xdbff) { + const next = text.charCodeAt(i + 1) + if (next >= 0xdc00 && next <= 0xdfff) i++ + else add(3) + } else if (code >= 0xdc00 && code <= 0xdfff) add(3) + } + } + const visit = (entry: unknown, depth: number): void => { + if (++nodes > 1_000_000 || depth > 64) throw oracleEpmLocalError('payload_too_large') + if (typeof entry === 'string') { + stringBytes(entry) + return + } + if (entry === null || entry === undefined) { + add(4) + return + } + if (typeof entry === 'boolean') { + add(entry ? 4 : 5) + return + } + if (typeof entry === 'number' && Number.isFinite(entry)) { + add(String(entry).length) + return + } + if (typeof entry !== 'object') throw oracleEpmLocalError('invalid_input') + if (ancestors.has(entry)) throw oracleEpmLocalError('invalid_input') + const array = Array.isArray(entry) + if ( + !array && + Object.getPrototypeOf(entry) !== Object.prototype && + Object.getPrototypeOf(entry) !== null + ) { + throw oracleEpmLocalError('invalid_input') + } + ancestors.add(entry) + add(2) + let first = true + if (array) { + if (entry.length + nodes > 1_000_000) throw oracleEpmLocalError('payload_too_large') + for (const child of entry) { + if (!first) add(1) + first = false + visit(child, depth + 1) + } + } else { + for (const key in entry) { + if (!Object.hasOwn(entry, key)) continue + const descriptor = Object.getOwnPropertyDescriptor(entry, key)! + if (!('value' in descriptor)) throw oracleEpmLocalError('invalid_input') + if (descriptor.value === undefined) continue + if (!first) add(1) + first = false + stringBytes(key) + add(1) + visit(descriptor.value, depth + 1) + } + } + ancestors.delete(entry) + } + visit(value, 0) + return bytes +} + +export function parsePlanningResponse( + schema: S, + response: OracleEpmClientResponse +): z.output { + if (!('data' in response)) throw new PlanningContractError() + assertPlanningPayload(response.data) + const parsed = schema.safeParse(response.data) + if (!parsed.success) throw new PlanningContractError() + return parsed.data +} + +/** get_applications.html documents booleans and string-valued boolean examples. */ +const documentedBoolean = z.union([ + z.boolean(), + z.enum(['true', 'false']).transform((value) => value === 'true'), +]) +export const applicationsSchema = z.object({ + items: z.array( + z.object({ + name: z.string(), + type: z.string().optional(), + appType: z.string().optional(), + appStorage: z.string().optional(), + unicode: documentedBoolean.optional(), + adminMode: documentedBoolean.optional(), + hybrid: documentedBoolean.optional(), + }) + ), +}) +export const cubesSchema = z.object({ + items: z.array( + z.object({ + planTypeName: z.string(), + planType: count, + cubeName: z.string(), + numDimensions: count, + cubeType: count, + }) + ), +}) + +/** get_dim_details.html: leaves omit children; this is a hierarchy, not an items envelope. */ +const dimensionFields = { + name: z.string(), + id: z.string().optional(), + path: z.string().optional(), + alias: z.string().optional(), + parentName: z.string().optional(), + dimName: z.string().optional(), + dimType: z.string().optional(), + level: count.optional(), + generation: count.optional(), +} +export const dimensionSchema: z.ZodType = z.lazy(() => + z.object({ + ...dimensionFields, + children: z.array(dimensionSchema).optional(), + }) +) +export const dimensionsSchema = z.object({ + items: z.array(z.object(dimensionFields)), + totalResults: count, + hasMore: z.boolean(), +}) + +/** get_member.html and add_member.html: expose the verified core, not the ambiguous children example. */ +export const memberSchema = z.object({ + name: z.string(), + description: z.string().nullable(), + parentName: z.string().nullable(), + dimName: z.string(), + dataType: z.string().optional(), + dataStorage: z.string(), + objectType: z.number().int(), + twoPass: z.boolean(), +}) +export const variablesSchema = z.object({ items: z.array(variableSchema) }) +export const jobDefinitionsSchema = z.object({ + items: z.array(z.object({ jobName: z.string(), jobType: z.string() })), +}) + +/** execute_a_job.html uses jobID; retrieve_job_status.html uses jobId and jobStatus in an error example. */ +export const jobSchema = z + .object({ + jobId: count.optional(), + jobID: count.optional(), + status: z.number().int(), + details: z.string().nullable(), + jobName: z.string(), + descriptiveStatus: z.string().nullable().optional(), + jobStatus: z.string().optional(), + detailedStatus: z.number().int().optional(), + }) + .superRefine((value, ctx) => { + if (value.jobId === undefined && value.jobID === undefined) + ctx.addIssue({ code: 'custom', message: 'Missing job ID' }) + if (value.jobId !== undefined && value.jobID !== undefined && value.jobId !== value.jobID) + ctx.addIssue({ code: 'custom', message: 'Conflicting job IDs' }) + if (value.descriptiveStatus === undefined && value.jobStatus === undefined) + ctx.addIssue({ code: 'custom', message: 'Missing status description' }) + }) + .transform((value) => ({ + jobId: (value.jobId ?? value.jobID)!, + status: value.status, + details: value.details, + jobName: value.jobName, + descriptiveStatus: value.descriptiveStatus ?? value.jobStatus ?? null, + ...(value.detailedStatus === undefined ? {} : { detailedStatus: value.detailedStatus }), + })) + +/** retrieve_job_status_details.html documents a page without totalResults/hasMore. */ +export const jobDetailsSchema = z.object({ + items: z.array( + z + .object({ + recordsRead: count.optional(), + recordsRejected: count.optional(), + recordsProcessed: count.optional(), + dimensionName: z.string().optional(), + loadType: z.string().optional(), + }) + .refine((value) => Object.keys(value).length > 0, 'Missing diagnostic fields') + ), +}) + +/** import_dataslices.html: retain counts even when Oracle accepts HTTP but rejects cells. */ +export const importResultSchema = z.object({ + numAcceptedCells: count, + numUpdateCells: count, + numRejectedCells: count, + rejectedCells: strings.optional().default([]), + rejectedCellsWithDetails: z + .array( + z.object({ + memberNames: strings, + readOnlyReasons: strings, + otherReasons: strings, + }) + ) + .optional() + .default([]), +}) +export const clearResultSchema = z.object({ + numClearedCells: count, + numRejectedCells: count, + rejectedCells: strings, +}) + +/** get_export_form_data.html: form POV is a map and form rows contain numeric data. */ +export const formDataSchema = z.object({ + gridInfo: z.object({ + pageDimNames: strings, + allowedPageMembersByDim: z.record(z.string(), strings), + rowDimNames: strings, + columnDimNames: strings, + }), + pov: z.record(z.string(), z.string()), + columns: matrix, + rows: z.array(z.object({ headers: strings, data: z.array(z.number().finite()) })), +}) + +const integerString = z + .string() + .regex(/^[0-9]+$/) + .transform(Number) + .pipe(count) +export const interopStatusSchema = z.object({ + status: z.number().int(), + details: z.string().nullable(), + links: z + .array( + z + .object({ + rel: z.string(), + href: z.string(), + method: z.string().optional(), + action: z.string().optional(), + }) + .refine( + (link) => + link.method === undefined || link.action === undefined || link.method === link.action, + 'Conflicting link methods' + ) + .transform(({ action, ...link }) => ({ + ...link, + method: link.method ?? action, + })) + ) + .optional() + .default([]), +}) +/** list_files_v2.html: sizes/timestamps are strings or null, not invented numeric fields. */ +export const filesSchema = interopStatusSchema.extend({ + items: z.array( + z + .object({ + name: z.string(), + type: z.enum(['LCM', 'EXTERNAL']), + size: integerString.nullable(), + lastmodifiedtime: integerString.nullable(), + }) + .transform(({ lastmodifiedtime, ...file }) => ({ + ...file, + lastModifiedTime: lastmodifiedtime, + })) + ), +}) + +/** Service status is independent of HTTP success. Do not reflect arbitrary provider errors. */ +export function requireInteropSuccess(status: { status: number }): void { + if (status.status !== 0) + throw new PlanningInputError( + 'Oracle repository operation failed; check permissions, file conflicts and Oracle job diagnostics' + ) +} diff --git a/apps/sim/lib/internal/tool-operations/registry.server.ts b/apps/sim/lib/internal/tool-operations/registry.server.ts index 45bb6cb5cd4..71368305416 100644 --- a/apps/sim/lib/internal/tool-operations/registry.server.ts +++ b/apps/sim/lib/internal/tool-operations/registry.server.ts @@ -783,6 +783,46 @@ const NETSUITE_TOOL_IDS = [ ] as const const OKTA_TOOL_IDS = ['okta_update_group'] as const +const ORACLE_EPM_PLANNING_TOOL_IDS = [ + 'oracle_epm_planning_add_member', + 'oracle_epm_planning_change_planning_unit_status', + 'oracle_epm_planning_clear_data_slice', + 'oracle_epm_planning_delete_file', + 'oracle_epm_planning_delete_substitution_variable', + 'oracle_epm_planning_download_file', + 'oracle_epm_planning_export_application_data', + 'oracle_epm_planning_export_data_slice', + 'oracle_epm_planning_export_form_data', + 'oracle_epm_planning_get_dimension', + 'oracle_epm_planning_get_insights', + 'oracle_epm_planning_get_job_details', + 'oracle_epm_planning_get_job', + 'oracle_epm_planning_get_member', + 'oracle_epm_planning_get_planning_unit_actions', + 'oracle_epm_planning_get_planning_unit_history', + 'oracle_epm_planning_get_substitution_variable', + 'oracle_epm_planning_import_application_data', + 'oracle_epm_planning_import_data_slice', + 'oracle_epm_planning_list_applications', + 'oracle_epm_planning_list_cubes', + 'oracle_epm_planning_list_dimensions', + 'oracle_epm_planning_list_files', + 'oracle_epm_planning_list_job_definitions', + 'oracle_epm_planning_list_planning_units', + 'oracle_epm_planning_list_substitution_variables', + 'oracle_epm_planning_list_user_variable_values', + 'oracle_epm_planning_refresh_cube', + 'oracle_epm_planning_run_data_map', + 'oracle_epm_planning_run_job', + 'oracle_epm_planning_run_rule', + 'oracle_epm_planning_run_ruleset', + 'oracle_epm_planning_set_administration_mode', + 'oracle_epm_planning_set_substitution_variables', + 'oracle_epm_planning_set_user_variable_values', + 'oracle_epm_planning_summarize_insights', + 'oracle_epm_planning_upload_file', + 'oracle_epm_planning_wait_for_job', +] as const const SALESFORCE_TOOL_IDS = ['salesforce_update_custom_field'] as const const SLACK_TOOL_IDS = [ @@ -1428,6 +1468,10 @@ 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_PLANNING_TOOL_IDS, async () => { + return (await import('@/lib/internal/oracle-epm-planning/execute-tool')) + .executeOracleEpmPlanningTool +}) 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..fc0c6ad5a87 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': { + name: 'Oracle EPM', + icon: NetSuiteIcon, + services: { + 'oracle-epm': { + name: 'Oracle EPM', + description: + 'Manage Planning and FreeForm applications, rules, jobs, data and repository files.', + providerId: 'oracle-epm', + serviceAccountProviderId: 'oracle-epm-service-account', + icon: NetSuiteIcon, + baseProviderIcon: NetSuiteIcon, + scopes: [], + authType: 'service_account', + }, + }, + defaultService: 'oracle-epm', + }, reddit: { name: 'Reddit', icon: RedditIcon, diff --git a/apps/sim/lib/selectors/manifest.test.ts b/apps/sim/lib/selectors/manifest.test.ts index df9322d33e3..57fa4a48a89 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(101) + expect(count('provider-server')).toBe(89) 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(89) 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(20) 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..91486a3f0ec 100644 --- a/apps/sim/lib/selectors/manifest.ts +++ b/apps/sim/lib/selectors/manifest.ts @@ -188,6 +188,38 @@ export const selectorManifest = { detail: true, unknownDetail: true, }), + 'oracleEpmPlanning.applications': providerSelector([], { detail: true, unknownDetail: true }), + 'oracleEpmPlanning.cubes': providerSelector(['projectId'], { + sourceFields: { projectId: ['application'] }, + readiness: { all: ['oauthCredential', 'projectId'] }, + detail: true, + unknownDetail: true, + }), + 'oracleEpmPlanning.dimensions': providerSelector(['projectId', 'planId'], { + sourceFields: { projectId: ['application'], planId: ['cube'] }, + readiness: { all: ['oauthCredential', 'projectId', 'planId'] }, + detail: true, + unknownDetail: true, + }), + 'oracleEpmPlanning.jobDefinitions': providerSelector(['projectId', 'objectType'], { + sourceFields: { projectId: ['application'], objectType: ['jobType'] }, + readiness: { all: ['oauthCredential', 'projectId', 'objectType'] }, + detail: true, + unknownDetail: true, + }), + 'oracleEpmPlanning.rules': providerSelector(['projectId'], { + sourceFields: { projectId: ['application'] }, + readiness: { all: ['oauthCredential', 'projectId'] }, + detail: true, + unknownDetail: true, + }), + 'oracleEpmPlanning.rulesets': providerSelector(['projectId'], { + sourceFields: { projectId: ['application'] }, + readiness: { all: ['oauthCredential', 'projectId'] }, + detail: true, + unknownDetail: true, + }), + 'oracleEpmPlanning.files': providerSelector([], { detail: true, unknownDetail: true }), 'pipedrive.pipelines': providerSelector([], { detail: true }), 'sharepoint.lists': providerSelector(['siteId'], { readiness: { all: ['oauthCredential', 'siteId'] }, diff --git a/apps/sim/lib/selectors/server/providers/oracle-epm-planning.test.ts b/apps/sim/lib/selectors/server/providers/oracle-epm-planning.test.ts new file mode 100644 index 00000000000..f7209fea7f2 --- /dev/null +++ b/apps/sim/lib/selectors/server/providers/oracle-epm-planning.test.ts @@ -0,0 +1,219 @@ +/** @vitest-environment node */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ request: vi.fn(), resolve: vi.fn(), bundle: vi.fn() })) +vi.mock('@/lib/core/security/input-validation.server', () => ({ + DEFAULT_MAX_RESPONSE_BYTES: 100 * 1024 * 1024, +})) +vi.mock('@/lib/internal/oracle-epm/client.server', () => ({ + createOracleEpmClient: () => ({ + request: mocks.request, + validateReturnedLink: vi.fn(), + requestValidatedLink: vi.fn(), + }), +})) +vi.mock('@/lib/oauth/credential-service', () => ({ resolveOAuthAccountId: mocks.resolve })) +vi.mock('@/lib/selectors/server/providers/credential-bundle', () => ({ + resolveSelectorCredentialBundle: mocks.bundle, +})) + +import { oracleEpmLocalError } from '@/lib/internal/oracle-epm/errors' +import { planningEndpoints } from '@/lib/internal/oracle-epm-planning/route-space' +import { projectSelectorContext } from '@/lib/selectors/context' +import { createSelectorProtectedValues } from '@/lib/selectors/server/protected-values' +import { oracleEpmPlanningSelectorAttachments } from '@/lib/selectors/server/providers/oracle-epm-planning' +import type { ExecuteServerSelectorArgs } from '@/lib/selectors/server/types' + +type Key = keyof typeof oracleEpmPlanningSelectorAttachments +const auth = { + oauthCredential: 'credential-1', + accessToken: 'server-only-token', + instanceUrl: 'https://epm.example.com/gateway', +} +function args(key: Key): ExecuteServerSelectorArgs { + return { + selectorKey: key, + context: { + oauthCredential: 'credential-1', + projectId: 'Vision', + planId: 'Plan1', + objectType: 'RULES', + }, + request: { kind: 'list' }, + scope: { kind: 'workspace', workspaceId: 'workspace-1' }, + workspaceId: 'workspace-1', + principal: { kind: 'session', userId: 'user-1', sessionId: 'session-1' }, + requesterUserId: 'user-1', + credential: { + suppliedId: 'credential-1', + access: { ok: true, resolvedCredentialId: 'credential-1', credentialType: 'service_account' }, + }, + references: new Map(), + protectedValues: createSelectorProtectedValues(), + } +} +function execute(key: Key, overrides: Partial = {}) { + return oracleEpmPlanningSelectorAttachments[key].execute({ ...args(key), ...overrides }, auth) +} +describe('Planning selectors (NetSuite binding and Snowflake bounded discovery precedents)', () => { + beforeEach(() => { + mocks.request.mockReset() + mocks.resolve.mockReset() + mocks.bundle.mockReset() + mocks.resolve.mockResolvedValue({ + credentialType: 'service_account', + providerId: 'oracle-epm-service-account', + }) + mocks.bundle.mockResolvedValue(auth) + }) + it('binds the existing Oracle EPM service-account provider and gateway URL', async () => { + mocks.request.mockResolvedValue({ status: 200, data: { items: [{ name: 'Vision' }] } }) + const result = await oracleEpmPlanningSelectorAttachments[ + 'oracleEpmPlanning.applications' + ].execute(args('oracleEpmPlanning.applications')) + expect(result).toEqual({ kind: 'list', items: [{ id: 'Vision', label: 'Vision' }] }) + expect(mocks.resolve).toHaveBeenCalledWith('credential-1') + expect(JSON.stringify(result)).not.toContain(auth.accessToken) + }) + it('rejects a different provider before listing', async () => { + mocks.resolve.mockResolvedValue({ + credentialType: 'service_account', + providerId: 'netsuite-service-account', + }) + await expect( + oracleEpmPlanningSelectorAttachments['oracleEpmPlanning.applications'].execute( + args('oracleEpmPlanning.applications') + ) + ).rejects.toThrow('Connection unavailable') + expect(mocks.request).not.toHaveBeenCalled() + }) + it('uses cube names, not numeric plan type IDs', async () => { + mocks.request.mockResolvedValue({ + status: 200, + data: { + items: [ + { + planTypeName: 'Plan1', + planType: 1, + cubeName: 'EssbaseName', + numDimensions: 12, + cubeType: 0, + }, + ], + }, + }) + expect(await execute('oracleEpmPlanning.cubes')).toEqual({ + kind: 'list', + items: [{ id: 'Plan1', label: 'Plan1' }], + }) + }) + it('reuses listing operations and advances dimension offsets until complete', async () => { + mocks.request + .mockResolvedValueOnce({ + status: 200, + data: { items: [{ name: 'Account' }], totalResults: 2, hasMore: true }, + }) + .mockResolvedValueOnce({ + status: 200, + data: { items: [{ name: 'Entity' }], totalResults: 2, hasMore: false }, + }) + expect(await execute('oracleEpmPlanning.dimensions')).toEqual({ + kind: 'list', + items: [ + { id: 'Account', label: 'Account' }, + { id: 'Entity', label: 'Entity' }, + ], + }) + expect(mocks.request.mock.calls.map(([endpoint]) => endpoint)).toEqual([ + planningEndpoints.dimensions, + planningEndpoints.dimensions, + ]) + expect(mocks.request.mock.calls.map(([, input]) => input.query.offset)).toEqual([0, 1]) + }) + it.each([ + { items: [], totalResults: 1, hasMore: true }, + { items: [{ name: 'Account' }], totalResults: 2, hasMore: false }, + { + items: Array.from({ length: 1001 }, (_, i) => ({ name: `D${i}` })), + totalResults: 1001, + hasMore: false, + }, + ])('never presents an incomplete or over-cap listing as complete', async (data) => { + mocks.request.mockResolvedValue({ status: 200, data }) + await expect(execute('oracleEpmPlanning.dimensions')).rejects.toThrow('Options unavailable') + }) + it('bounds pages even when Oracle keeps advertising a next page', async () => { + mocks.request.mockResolvedValue({ + status: 200, + data: { items: [{ name: 'Account' }], totalResults: 50, hasMore: true }, + }) + await expect(execute('oracleEpmPlanning.dimensions')).rejects.toThrow('Options unavailable') + expect(mocks.request).toHaveBeenCalledTimes(20) + }) + it('accounts for response bytes before discarding unknown provider fields', async () => { + mocks.request.mockResolvedValue({ + status: 200, + data: { + items: [{ name: 'Account' }], + totalResults: 3, + hasMore: true, + padding: 'x'.repeat(8 * 1024 * 1024), + }, + }) + await expect(execute('oracleEpmPlanning.dimensions')).rejects.toThrow('Options unavailable') + expect(mocks.request).toHaveBeenCalledTimes(2) + }) + it.each([ + ['oracleEpmPlanning.rules', 'RULES'], + ['oracleEpmPlanning.rulesets', 'RULESET'], + ] as const)('filters %s using its fixed job type', async (key, jobType) => { + mocks.request.mockResolvedValue({ + status: 200, + data: { + items: [ + { jobName: 'Correct', jobType }, + { jobName: 'Wrong', jobType: 'IMPORT_DATA' }, + ], + }, + }) + expect(await execute(key)).toEqual({ + kind: 'list', + items: [{ id: 'Correct', label: 'Correct', meta: { detail: jobType } }], + }) + expect(mocks.request.mock.calls[0][1].query.q).toBe(JSON.stringify({ jobType })) + }) + it('requires dependencies and propagates cancellation before fetching', async () => { + await expect( + execute('oracleEpmPlanning.dimensions', { context: { projectId: 'Vision' } }) + ).rejects.toThrow('Context unavailable') + const controller = new AbortController() + controller.abort(new DOMException('Stopped', 'AbortError')) + await expect( + execute('oracleEpmPlanning.cubes', { signal: controller.signal }) + ).rejects.toMatchObject({ name: 'AbortError' }) + expect(mocks.request).not.toHaveBeenCalled() + }) + it('does not convert permission failures into empty lists', async () => { + mocks.request.mockRejectedValue(oracleEpmLocalError('forbidden')) + await expect(execute('oracleEpmPlanning.applications')).rejects.toThrow('Options unavailable') + }) + it('projects existing context slots without credential material or inactive fields', () => { + expect( + projectSelectorContext('oracleEpmPlanning.dimensions', { + application: 'Vision', + cube: 'Plan1', + oauthCredential: 'credential-1', + accessToken: 'secret', + memberName: 'Inactive', + }) + ).toEqual({ oauthCredential: 'credential-1', projectId: 'Vision', planId: 'Plan1' }) + }) + it('returns null detail for an undiscovered manual identifier', async () => { + mocks.request.mockResolvedValue({ status: 200, data: { items: [] } }) + expect( + await execute('oracleEpmPlanning.applications', { + request: { kind: 'detail', id: 'ManuallyConfigured' }, + }) + ).toEqual({ kind: 'detail', item: null }) + }) +}) diff --git a/apps/sim/lib/selectors/server/providers/oracle-epm-planning.ts b/apps/sim/lib/selectors/server/providers/oracle-epm-planning.ts new file mode 100644 index 00000000000..e2f5d19cbd4 --- /dev/null +++ b/apps/sim/lib/selectors/server/providers/oracle-epm-planning.ts @@ -0,0 +1,205 @@ +import { ORACLE_EPM_SERVICE_ACCOUNT_PROVIDER_ID } from '@/lib/credentials/client-credential-accounts/descriptors' +import { + createOracleEpmClient, + type OracleEpmClient, +} from '@/lib/internal/oracle-epm/client.server' +import { normalizeOracleEpmDestination } from '@/lib/internal/oracle-epm/destination' +import { OracleEpmError } from '@/lib/internal/oracle-epm/errors' +import { executeOracleEpmPlanningListApplications } from '@/lib/internal/oracle-epm-planning/operations/list-applications' +import { executeOracleEpmPlanningListCubes } from '@/lib/internal/oracle-epm-planning/operations/list-cubes' +import { executeOracleEpmPlanningListDimensions } from '@/lib/internal/oracle-epm-planning/operations/list-dimensions' +import { executeOracleEpmPlanningListFiles } from '@/lib/internal/oracle-epm-planning/operations/list-files' +import { executeOracleEpmPlanningListJobDefinitions } from '@/lib/internal/oracle-epm-planning/operations/list-job-definitions' +import { PLANNING_INLINE_BYTES } from '@/lib/internal/oracle-epm-planning/route-space' +import { assertPlanningPayload } from '@/lib/internal/oracle-epm-planning/schema' +import { resolveOAuthAccountId } from '@/lib/oauth/credential-service' +import type { ServerSelectorKey } from '@/lib/selectors/manifest' +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 { + definePreparedSelectorAttachment, + type ExecuteServerSelectorArgs, + type ServerSelectorAttachmentMap, +} from '@/lib/selectors/server/types' +import type { SafeSelectorOption } from '@/lib/selectors/types' +import type { OracleEpmPlanningAuth } from '@/tools/oracle_epm_planning/types' + +type PlanningSelectorKey = Extract< + ServerSelectorKey, + | 'oracleEpmPlanning.applications' + | 'oracleEpmPlanning.cubes' + | 'oracleEpmPlanning.dimensions' + | 'oracleEpmPlanning.jobDefinitions' + | 'oracleEpmPlanning.rules' + | 'oracleEpmPlanning.rulesets' + | 'oracleEpmPlanning.files' +> +type PreparedPlanningDestination = OracleEpmPlanningAuth & { + accessToken: string + instanceUrl: string +} +const MAX_OPTIONS = 1000 +const MAX_PAGES = 20 +const PAGE_SIZE = 100 + +async function preparePlanningDestination( + args: ExecuteServerSelectorArgs +): Promise { + const credential = args.credential + const access = credential?.access + if (!credential || !access?.resolvedCredentialId || access.credentialType !== 'service_account') { + throw new SelectorConnectionUnavailableError() + } + const resolved = await resolveOAuthAccountId(access.resolvedCredentialId) + if ( + resolved?.credentialType !== 'service_account' || + resolved.providerId !== ORACLE_EPM_SERVICE_ACCOUNT_PROVIDER_ID + ) { + throw new SelectorConnectionUnavailableError() + } + const bundle = await resolveSelectorCredentialBundle({ + credential, + protectedValues: args.protectedValues, + }) + if (!bundle.instanceUrl) throw new SelectorConnectionUnavailableError() + let instanceUrl: string + try { + instanceUrl = normalizeOracleEpmDestination(bundle.instanceUrl) + } catch { + throw new SelectorConnectionUnavailableError() + } + return { + oauthCredential: access.resolvedCredentialId, + accessToken: bundle.accessToken, + instanceUrl, + } +} + +function requireContext(value: string | undefined): string { + if (!value || !value.trim() || Buffer.byteLength(value) > 255) + throw new SelectorContextUnavailableError() + return value +} + +/** Discovery reuses listing operations, with a request-local aggregate serialized-response budget. */ +async function executePlanningSelector( + args: ExecuteServerSelectorArgs, + auth: PreparedPlanningDestination +) { + args.signal?.throwIfAborted() + let responseBytes = 0 + const client = createOracleEpmClient(auth) + const boundedClient: OracleEpmClient = { + ...client, + request: async (endpoint, input) => { + args.signal?.throwIfAborted() + const response = await client.request(endpoint, input) + if ('data' in response) responseBytes += assertPlanningPayload(response.data) + if (responseBytes > PLANNING_INLINE_BYTES) throw new SelectorOptionsUnavailableError() + return response + }, + } + const context = { client: boundedClient, signal: args.signal } + const key = args.selectorKey as PlanningSelectorKey + const options = new Map() + let observed = 0 + const add = (id: string, detail?: string) => { + if (++observed > MAX_OPTIONS || !id.trim() || Buffer.byteLength(id) > 255) + throw new SelectorOptionsUnavailableError() + options.set(id, { id, label: id, ...(detail ? { meta: { detail } } : {}) }) + } + try { + if (key === 'oracleEpmPlanning.applications') { + const result = await executeOracleEpmPlanningListApplications(auth, context) + for (const app of result.output.applications!) add(app.name) + } else if (key === 'oracleEpmPlanning.files') { + const result = await executeOracleEpmPlanningListFiles(auth, context) + for (const file of result.output.files!) + add(file.name, file.size === null ? file.type : `${file.size} bytes`) + } else { + /** Existing selector context slots: projectId = application, planId = cube, objectType = job type. */ + const application = requireContext(args.context.projectId) + if (key === 'oracleEpmPlanning.cubes') { + const result = await executeOracleEpmPlanningListCubes({ ...auth, application }, context) + for (const cube of result.output.cubes!) add(cube.planTypeName) + } else if (key === 'oracleEpmPlanning.dimensions') { + const cube = requireContext(args.context.planId) + let offset = 0 + let complete = false + for (let page = 0; page < MAX_PAGES; page++) { + const result = await executeOracleEpmPlanningListDimensions( + { ...auth, application, cube, offset, limit: PAGE_SIZE }, + context + ) + const dimensions = result.output.dimensions! + for (const dimension of dimensions) add(dimension.name) + if (!result.output.hasMore) { + if (offset + dimensions.length < result.output.totalResults!) + throw new SelectorOptionsUnavailableError() + complete = true + break + } + if (dimensions.length === 0 || observed >= MAX_OPTIONS) + throw new SelectorOptionsUnavailableError() + offset += dimensions.length + } + if (!complete) throw new SelectorOptionsUnavailableError() + } else { + const jobType = + key === 'oracleEpmPlanning.rules' + ? 'RULES' + : key === 'oracleEpmPlanning.rulesets' + ? 'RULESET' + : requireContext(args.context.objectType) + const result = await executeOracleEpmPlanningListJobDefinitions( + { ...auth, application, jobType }, + context + ) + const jobs = result.output.jobDefinitions! + if (jobs.length > MAX_OPTIONS) throw new SelectorOptionsUnavailableError() + for (const job of jobs) if (job.jobType === jobType) add(job.jobName, job.jobType) + } + } + args.signal?.throwIfAborted() + return flatSelectorResult( + args.request, + [...options.values()].sort((a, b) => a.label.localeCompare(b.label)), + true + ) + } catch (error) { + args.signal?.throwIfAborted() + if (error instanceof OracleEpmError && error.status !== undefined) + throw selectorProviderStatusError(error.status) + if ( + error instanceof SelectorOptionsUnavailableError || + error instanceof SelectorContextUnavailableError + ) + throw error + throw new SelectorOptionsUnavailableError() + } +} + +const credential = { kind: 'stored', field: 'oauthCredential', serviceIds: ['oracle-epm'] } as const +/** Service-account integrations have no OAuth deployment resource mapping; mirror NetSuite's explicit boundary. */ +const integrationBlockTypes = ['oracle_epm_planning'] as const +const attachment = definePreparedSelectorAttachment({ + credential, + integrationBlockTypes, + destination: { kind: 'credential-bound', prepare: preparePlanningDestination }, + execute: executePlanningSelector, +}) +export const oracleEpmPlanningSelectorAttachments = { + 'oracleEpmPlanning.applications': attachment, + 'oracleEpmPlanning.cubes': attachment, + 'oracleEpmPlanning.dimensions': attachment, + 'oracleEpmPlanning.jobDefinitions': attachment, + 'oracleEpmPlanning.rules': attachment, + 'oracleEpmPlanning.rulesets': attachment, + 'oracleEpmPlanning.files': attachment, +} satisfies ServerSelectorAttachmentMap diff --git a/apps/sim/lib/selectors/server/registry.ts b/apps/sim/lib/selectors/server/registry.ts index ef9a815f1af..4a8a98b3f3e 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 { oracleEpmPlanningSelectorAttachments } from '@/lib/selectors/server/providers/oracle-epm-planning' 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, + ...oracleEpmPlanningSelectorAttachments, ...pipedriveSelectorAttachments, ...sharepointSelectorAttachments, ...slackSelectorAttachments, diff --git a/apps/sim/tools/generated/tool-ids.ts b/apps/sim/tools/generated/tool-ids.ts index 6d97df92a01..ea51144d12b 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_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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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_sea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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..52fcef2d7c1 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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