@party-stack/salesforce-ontology 0.1.8 → 0.1.10

package/lib/meta/actionTypeCollectionOptions.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"actionTypeCollectionOptions.d.ts","sourceRoot":"","sources":["../../src/meta/actionTypeCollectionOptions.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,WAAW,EAAE,MAAM,sBAAsB,CAAC;AAEnD,OAAO,KAAK,EAAkB,yBAAyB,EAAE,MAAM,uBAAuB,CAAC;AACvF,OAAO,KAAK,EACR,gBAAgB,EAKnB,MAAM,gCAAgC,CAAC;AAexC,OAAO,KAAK,EAAE,iCAAiC,EAAE,MAAM,YAAY,CAAC;AAEpE,MAAM,WAAW,wBAAwB;IACrC,MAAM,EAAE,gBAAgB,CAAC;IACzB,mBAAmB,CAAC,EAAE,MAAM,EAAE,CAAC;IAC/B,uBAAuB,CAAC,EAAE,MAAM,EAAE,CAAC;IACnC,eAAe,CAAC,EAAE,SAAS,iCAAiC,EAAE,CAAC;IAC/D,WAAW,CAAC,EAAE,WAAW,CAAC;CAC7B;AAkJD,wBAAgB,2BAA2B,CAAC,IAAI,EAAE,wBAAwB,GAAG,yBAAyB,CAwTrG"}

package/lib/meta/actionTypeCollectionOptions.js

@@ -1,6 +1,10 @@
 import { QueryClient } from "@tanstack/query-core";
 import { queryCollectionOptions } from "@tanstack/query-db-collection";
-import { convertSalesforceMetaActionType } from "./convertMetaActionType.js";
+import { classifySalesforceStandardAction } from "../standardActions.js";
+import { salesforceCrudActionTypeId, salesforceCrudActionTypeName, } from "../utils/ids.js";
+import { convertSalesforceMetaActionType, convertSalesforceMetaStandardActionType, } from "./convertMetaActionType.js";
+import { convertMetaNameQuery, matchesMetaNameQuery, } from "./convertMetaLoadSubsetOptions.js";
+import { synthesizeSalesforceCrudActionTypes } from "./synthesizeCrudActionTypes.js";
 function normalizeFlowActionList(response) {
     if (Array.isArray(response)) {
         return response;
@@ -11,10 +15,6 @@ function normalizeFlowActionList(response) {
     // Some Salesforce responses return a map of actionName -> url.
     return Object.keys(response).map((name) => ({ name }));
 }
-async function listFlowActionNames(client) {
-    const response = await client.listFlowActions();
-    return normalizeFlowActionList(response).map((action) => action.name);
-}
 async function loadFlowActionDescribe(client, apiName) {
     try {
         return await client.describeFlowAction(apiName);
@@ -24,7 +24,73 @@ async function loadFlowActionDescribe(client, apiName) {
         return undefined;
     }
 }
+async function loadStandardActionDescribe(client, apiName) {
+    try {
+        return await client.describeStandardAction(apiName);
+    }
+    catch {
+        // Skip standard actions unavailable to this user.
+        return undefined;
+    }
+}
+async function loadFlowActionDescribes(client, names) {
+    if (typeof client.describeFlowActions ===
+        "function") {
+        try {
+            return await client.describeFlowActions(names);
+        }
+        catch {
+            // Older Salesforce orgs may not expose Composite API access.
+        }
+    }
+    return Promise.all(names.map((name) => loadFlowActionDescribe(client, name)));
+}
+async function loadStandardActionDescribes(client, names) {
+    if (typeof client.describeStandardActions ===
+        "function") {
+        try {
+            return await client.describeStandardActions(names);
+        }
+        catch {
+            // Older Salesforce orgs may not expose Composite API access.
+        }
+    }
+    return Promise.all(names.map((name) => loadStandardActionDescribe(client, name)));
+}
+async function loadSelectedActionDescribes(client, flowNames, standardNames) {
+    if (typeof client.describeInvocableActions ===
+        "function") {
+        try {
+            const combined = await client.describeInvocableActions([
+                ...flowNames.map((apiName) => ({
+                    kind: "flow",
+                    apiName,
+                })),
+                ...standardNames.map((apiName) => ({
+                    kind: "standard",
+                    apiName,
+                })),
+            ]);
+            return [
+                combined.slice(0, flowNames.length),
+                combined.slice(flowNames.length),
+            ];
+        }
+        catch {
+            // Fall through to subsystem-specific compatibility methods.
+        }
+    }
+    return Promise.all([
+        flowNames.length > 0
+            ? loadFlowActionDescribes(client, flowNames)
+            : [],
+        standardNames.length > 0
+            ? loadStandardActionDescribes(client, standardNames)
+            : [],
+    ]);
+}
 export function actionTypeCollectionOptions(opts) {
+    const describeCache = new Map();
     return queryCollectionOptions({
         queryClient: opts.queryClient ?? new QueryClient(),
         getKey: (row) => row.name,
@@ -32,19 +98,130 @@ export function actionTypeCollectionOptions(opts) {
             "salesforce",
             "ontology",
             "actionTypes",
-            opts.actionTypeNames ?? "all",
+            opts.flowActionTypeNames ?? "all",
+            opts.standardActionTypeNames ?? [],
+            opts.crudActionTypes ?? [],
         ],
         syncMode: "on-demand",
-        queryFn: async () => {
-            const names = opts.actionTypeNames ??
-                (await listFlowActionNames(opts.client));
-            if (names.length === 0) {
-                return [];
+        queryFn: async (ctx) => {
+            const query = convertMetaNameQuery(ctx.meta?.loadSubsetOptions);
+            const requestedNames = query.type === "getBatch"
+                ? new Set(query.names)
+                : undefined;
+            const configuredCrudNames = new Set((opts.crudActionTypes ?? []).flatMap((selection) => selection.operations.map((operation) => salesforceCrudActionTypeName(operation, selection.objectType))));
+            const [flowSummaries, standardSummaries] = await Promise.all([
+                opts.flowActionTypeNames ||
+                    requestedNames
+                    ? Promise.resolve(undefined)
+                    : opts.client
+                        .listFlowActions()
+                        .then(normalizeFlowActionList),
+                opts.standardActionTypeNames ||
+                    requestedNames
+                    ? Promise.resolve(undefined)
+                    : opts.client
+                        .listStandardActions()
+                        .then(normalizeFlowActionList),
+            ]);
+            const candidates = [
+                ...(opts.flowActionTypeNames ??
+                    (requestedNames
+                        ? [...requestedNames].filter((name) => !configuredCrudNames.has(name))
+                        : flowSummaries?.map((summary) => summary.name) ?? [])).map((name) => ({
+                    kind: "flow",
+                    name,
+                    displayName: flowSummaries?.find((summary) => summary.name === name)?.label ?? name,
+                })),
+                ...(opts.standardActionTypeNames ??
+                    (requestedNames
+                        ? [...requestedNames].filter((name) => !configuredCrudNames.has(name))
+                        : standardSummaries
+                            ?.filter((summary) => classifySalesforceStandardAction(summary.name) ===
+                            "action")
+                            .map((summary) => summary.name) ?? [])).map((name) => ({
+                    kind: "standard",
+                    name,
+                    displayName: standardSummaries?.find((summary) => summary.name === name)?.label ?? name,
+                })),
+            ];
+            const matchingCandidates = query.type === "search"
+                ? candidates.filter((candidate) => matchesMetaNameQuery(query, candidate))
+                : candidates;
+            matchingCandidates.sort((left, right) => left.name.localeCompare(right.name));
+            const offset = Math.max(0, Math.trunc(ctx.meta?.loadSubsetOptions
+                ?.offset ?? 0));
+            const limit = ctx.meta?.loadSubsetOptions?.limit;
+            const selectedCandidates = requestedNames
+                ? matchingCandidates
+                : matchingCandidates.slice(offset, limit === undefined
+                    ? undefined
+                    : offset +
+                        Math.max(0, Math.trunc(limit)));
+            const names = selectedCandidates
+                .filter((candidate) => candidate.kind === "flow")
+                .map((candidate) => candidate.name);
+            const standardNames = selectedCandidates
+                .filter((candidate) => candidate.kind ===
+                "standard")
+                .map((candidate) => candidate.name);
+            const describeCacheKey = JSON.stringify([
+                names,
+                standardNames,
+            ]);
+            let cached = describeCache.get(describeCacheKey);
+            if (!cached) {
+                cached =
+                    loadSelectedActionDescribes(opts.client, names, standardNames);
+                describeCache.set(describeCacheKey, cached);
+            }
+            const [describes, rawStandardDescribes,] = await cached;
+            const standardDescribes = rawStandardDescribes.filter((describe) => Boolean(describe) &&
+                (opts.standardActionTypeNames !==
+                    undefined ||
+                    classifySalesforceStandardAction(describe.name) === "action"));
+            const flowDescribes = describes.filter((describe) => Boolean(describe));
+            const sObjectNames = new Set((opts.crudActionTypes ?? []).map((selection) => selection.objectType));
+            for (const describe of [
+                ...flowDescribes,
+                ...standardDescribes,
+            ]) {
+                for (const input of describe.inputs ?? []) {
+                    const sObjectType = input.sobjectType ??
+                        input.sObjectType;
+                    if (input.type?.toLowerCase() ===
+                        "sobject" &&
+                        sObjectType) {
+                        sObjectNames.add(sObjectType);
+                    }
+                }
+            }
+            const sObjectDescribes = new Map(await Promise.all([...sObjectNames].map(async (name) => [
+                name,
+                await opts.client.describeSObject(name),
+            ])));
+            const flowActions = flowDescribes.map((describe) => convertSalesforceMetaActionType(describe, sObjectDescribes));
+            const standardActions = standardDescribes.map((describe) => convertSalesforceMetaStandardActionType(describe, sObjectDescribes));
+            const crudActions = (opts.crudActionTypes ?? []).flatMap((selection) => {
+                const describe = sObjectDescribes.get(selection.objectType);
+                return describe
+                    ? synthesizeSalesforceCrudActionTypes(describe).filter((action) => (!requestedNames ||
+                        requestedNames.has(action.name)) &&
+                        matchesMetaNameQuery(query, action) &&
+                        selection.operations.some((operation) => action.id ===
+                            salesforceCrudActionTypeId(operation, selection.objectType)))
+                    : [];
+            });
+            const actions = new Map([...flowActions, ...standardActions].map((action) => [
+                action.name,
+                action,
+            ]));
+            for (const action of crudActions) {
+                if (actions.has(action.name)) {
+                    throw new Error(`Multiple Salesforce actions use ontology name "${action.name}".`);
+                }
+                actions.set(action.name, action);
             }
-            const describes = await Promise.all(names.map((name) => loadFlowActionDescribe(opts.client, name)));
-            return describes
-                .filter((describe) => Boolean(describe))
-                .map(convertSalesforceMetaActionType);
+            return [...actions.values()];
         },
     });
 }

package/lib/meta/actionTypeCollectionOptions.js.map

@@ -1 +1 @@
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package/lib/meta/actionTypeCollectionOptions.test.d.ts

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=actionTypeCollectionOptions.test.d.ts.map

package/lib/meta/actionTypeCollectionOptions.test.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"actionTypeCollectionOptions.test.d.ts","sourceRoot":"","sources":["../../src/meta/actionTypeCollectionOptions.test.ts"],"names":[],"mappings":""}

package/lib/meta/actionTypeCollectionOptions.test.js

@@ -0,0 +1,192 @@
+import { createMetaLiveOntology, } from "@party-stack/ontology";
+import { eq, ilike, queryOnce } from "@tanstack/db";
+import { describe, expect, it, vi } from "vitest";
+import { createSalesforceMetaOntologyBackendAdapter } from "./createSalesforceMetaOntologyBackendAdapter.js";
+describe("Salesforce ActionType metadata queries", () => {
+    it("describes an exact action without listing every action", async () => {
+        const listFlowActions = vi.fn();
+        const listStandardActions = vi.fn();
+        const describeFlowAction = vi
+            .fn()
+            .mockResolvedValue({
+            name: "Create_Lead",
+            label: "Create Lead",
+            inputs: [],
+        });
+        const describeStandardAction = vi
+            .fn()
+            .mockRejectedValue(new Error("Not a standard action"));
+        const meta = await createMetaLiveOntology({
+            backend: () => createSalesforceMetaOntologyBackendAdapter({
+                client: {
+                    listFlowActions,
+                    listStandardActions,
+                    describeFlowAction,
+                    describeStandardAction,
+                },
+            }),
+            persistObjects: false,
+        });
+        try {
+            const rows = await queryOnce((q) => q
+                .from({
+                ActionType: meta.objects.ActionType,
+            })
+                .where(({ ActionType }) => eq(ActionType.name, "Create_Lead")));
+            expect(listFlowActions).not.toHaveBeenCalled();
+            expect(listStandardActions).not.toHaveBeenCalled();
+            expect(describeFlowAction).toHaveBeenCalledExactlyOnceWith("Create_Lead");
+            expect(rows[0]).toMatchObject({
+                name: "Create_Lead",
+                displayName: "Create Lead",
+            });
+        }
+        finally {
+            await meta.cleanup();
+        }
+    });
+    it("lists names then batch-describes only matching actions", async () => {
+        const listFlowActions = vi
+            .fn()
+            .mockResolvedValue([
+            {
+                name: "Create_Lead",
+                label: "Create Lead",
+            },
+            {
+                name: "Unrelated_Flow",
+                label: "Unrelated Flow",
+            },
+        ]);
+        const listStandardActions = vi
+            .fn()
+            .mockResolvedValue([
+            {
+                name: "confirmSalesMeeting",
+                label: "Confirm Sales Meeting",
+            },
+        ]);
+        const describeFlowActions = vi
+            .fn()
+            .mockResolvedValue([
+            {
+                name: "Create_Lead",
+                label: "Create Lead",
+                inputs: [
+                    {
+                        name: "company",
+                        type: "STRING",
+                        required: true,
+                    },
+                ],
+            },
+        ]);
+        const describeStandardActions = vi.fn().mockResolvedValue([]);
+        const describeFlowAction = vi.fn();
+        const describeStandardAction = vi.fn();
+        const meta = await createMetaLiveOntology({
+            backend: () => createSalesforceMetaOntologyBackendAdapter({
+                client: {
+                    listFlowActions,
+                    listStandardActions,
+                    describeFlowActions,
+                    describeStandardActions,
+                    describeFlowAction,
+                    describeStandardAction,
+                },
+            }),
+            persistObjects: false,
+        });
+        try {
+            const rows = await queryOnce((q) => q
+                .from({
+                ActionType: meta.objects.ActionType,
+            })
+                .where(({ ActionType }) => ilike(ActionType.name, "%Lead%"))
+                .orderBy(({ ActionType }) => ActionType.name, "asc")
+                .limit(50));
+            expect(rows).toMatchObject([
+                {
+                    name: "Create_Lead",
+                    parameters: [
+                        { name: "company" },
+                    ],
+                },
+            ]);
+            expect(describeFlowActions).toHaveBeenCalledExactlyOnceWith([
+                "Create_Lead",
+            ]);
+            expect(describeStandardActions).not.toHaveBeenCalled();
+            expect(describeFlowAction).not.toHaveBeenCalled();
+            expect(describeStandardAction).not.toHaveBeenCalled();
+        }
+        finally {
+            await meta.cleanup();
+        }
+    });
+    it("loads configured CRUD actions without probing invocable action APIs", async () => {
+        const describeFlowAction = vi.fn();
+        const describeStandardAction = vi.fn();
+        const describeSObject = vi
+            .fn()
+            .mockResolvedValue({
+            name: "Task",
+            label: "Task",
+            labelPlural: "Tasks",
+            createable: true,
+            updateable: true,
+            deletable: true,
+            queryable: true,
+            fields: [
+                {
+                    name: "Subject",
+                    label: "Subject",
+                    type: "string",
+                    nillable: false,
+                    createable: true,
+                    updateable: true,
+                    calculated: false,
+                    autoNumber: false,
+                    defaultedOnCreate: false,
+                    picklistValues: [],
+                },
+            ],
+        });
+        const meta = await createMetaLiveOntology({
+            backend: () => createSalesforceMetaOntologyBackendAdapter({
+                client: {
+                    describeFlowAction,
+                    describeStandardAction,
+                    describeSObject,
+                },
+                crudActionTypes: [
+                    {
+                        objectType: "Task",
+                        operations: ["create"],
+                    },
+                ],
+            }),
+            persistObjects: false,
+        });
+        try {
+            const rows = await queryOnce((q) => q
+                .from({
+                ActionType: meta.objects.ActionType,
+            })
+                .where(({ ActionType }) => eq(ActionType.name, "createTask")));
+            expect(rows[0]).toMatchObject({
+                name: "createTask",
+                parameters: [
+                    { name: "Subject" },
+                ],
+            });
+            expect(describeSObject).toHaveBeenCalledExactlyOnceWith("Task");
+            expect(describeFlowAction).not.toHaveBeenCalled();
+            expect(describeStandardAction).not.toHaveBeenCalled();
+        }
+        finally {
+            await meta.cleanup();
+        }
+    });
+});
+//# sourceMappingURL=actionTypeCollectionOptions.test.js.map

package/lib/meta/actionTypeCollectionOptions.test.js.map

@@ -0,0 +1 @@
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package/lib/meta/convertMetaActionType.d.ts

@@ -1,12 +1,5 @@
 import type { MetaActionType } from "@party-stack/ontology";
-import type { SalesforceInvocableActionDescribe } from "@party-stack/salesforce-client";
-/**
- * Convert an autolaunched Flow describe into a Party Stack action type.
- * Local `logic` stays empty because execution remains native to Salesforce.
- */
-export declare function convertSalesforceMetaActionType(describe: SalesforceInvocableActionDescribe): MetaActionType;
-export declare function getSalesforceFlowApiNameFromActionType(actionType: {
-    id?: string;
-    name: string;
-}): string;
+import type { SalesforceInvocableActionDescribe, SalesforceSObjectDescribe } from "@party-stack/salesforce-client";
+export declare function convertSalesforceMetaActionType(describe: SalesforceInvocableActionDescribe, sObjectDescribes?: ReadonlyMap<string, SalesforceSObjectDescribe>): MetaActionType;
+export declare function convertSalesforceMetaStandardActionType(describe: SalesforceInvocableActionDescribe, sObjectDescribes?: ReadonlyMap<string, SalesforceSObjectDescribe>): MetaActionType;
 //# sourceMappingURL=convertMetaActionType.d.ts.map

package/lib/meta/convertMetaActionType.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"convertMetaActionType.d.ts","sourceRoot":"","sources":["../../src/meta/convertMetaActionType.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,uBAAuB,CAAC;AAC5D,OAAO,KAAK,EACR,iCAAiC,EACjC,yBAAyB,EAC5B,MAAM,gCAAgC,CAAC;AAkDxC,wBAAgB,+BAA+B,CAC3C,QAAQ,EAAE,iCAAiC,EAC3C,gBAAgB,GAAE,WAAW,CACzB,MAAM,EACN,yBAAyB,CAChB,GACd,cAAc,CAOhB;AAED,wBAAgB,uCAAuC,CACnD,QAAQ,EAAE,iCAAiC,EAC3C,gBAAgB,GAAE,WAAW,CACzB,MAAM,EACN,yBAAyB,CAChB,GACd,cAAc,CAOhB"}

package/lib/meta/convertMetaActionType.js

@@ -1,12 +1,17 @@
-import { salesforceFlowActionTypeId, toOntologyActionTypeName } from "../utils/ids.js";
+import { salesforceActionMeta } from "../actionMetadata.js";
+import { salesforceFlowActionTypeId, salesforceStandardActionTypeId, toOntologyActionTypeName, } from "../utils/ids.js";
 import { convertSalesforceInvocableParameterType } from "./convertMetaTypeDef.js";
 /**
  * Convert an autolaunched Flow describe into a Party Stack action type.
  * Local `logic` stays empty because execution remains native to Salesforce.
  */
-export function convertSalesforceMetaActionType(describe) {
+function convertSalesforceInvocableMetaActionType(describe, id, kind, sObjectDescribes = new Map()) {
     return {
-        id: salesforceFlowActionTypeId(describe.name),
+        id,
+        meta: salesforceActionMeta({
+            kind,
+            apiName: describe.name,
+        }),
         name: toOntologyActionTypeName(describe.name),
         displayName: describe.label ?? describe.name,
         description: describe.description,
@@ -14,15 +19,19 @@ export function convertSalesforceMetaActionType(describe) {
             name: parameter.name,
             displayName: parameter.label ?? parameter.name,
             description: parameter.description,
-            type: convertSalesforceInvocableParameterType(parameter),
+            type: convertSalesforceInvocableParameterType(parameter, (parameter.sobjectType ??
+                parameter.sObjectType)
+                ? sObjectDescribes.get((parameter.sobjectType ??
+                    parameter.sObjectType))
+                : undefined),
         })),
         logic: [],
     };
 }
-export function getSalesforceFlowApiNameFromActionType(actionType) {
-    if (typeof actionType.id === "string" && actionType.id.startsWith("salesforce:flow:")) {
-        return actionType.id.slice("salesforce:flow:".length);
-    }
-    return actionType.name;
+export function convertSalesforceMetaActionType(describe, sObjectDescribes = new Map()) {
+    return convertSalesforceInvocableMetaActionType(describe, salesforceFlowActionTypeId(describe.name), "flow", sObjectDescribes);
+}
+export function convertSalesforceMetaStandardActionType(describe, sObjectDescribes = new Map()) {
+    return convertSalesforceInvocableMetaActionType(describe, salesforceStandardActionTypeId(describe.name), "standard", sObjectDescribes);
 }
 //# sourceMappingURL=convertMetaActionType.js.map

package/lib/meta/convertMetaActionType.js.map

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