@vqnguyen1/piece-fis-horizon 0.0.1 → 0.0.3

package/src/lib/actions/search-customer-relationship-summary.ts

@@ -0,0 +1,140 @@
+import {
+  createAction,
+  Property,
+} from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { fisHorizonAuth } from '../..';
+
+export const searchCustomerRelationshipSummary = createAction({
+  name: 'customer_search_relationship_summary',
+  auth: fisHorizonAuth,
+  displayName: 'Customer - Search Relationship Summary',
+  description: 'Retrieve a list of applications/accounts along with account details for a specific customer.',
+  props: {
+    xAuthorization: Property.ShortText({
+      displayName: 'Authorization Token (JWT)',
+      description: 'The JWT token obtained from the Authorization - Get Token action',
+      required: true,
+    }),
+    customerId: Property.ShortText({
+      displayName: 'Customer ID',
+      description: 'The customer ID to search for',
+      required: false,
+    }),
+    tin: Property.ShortText({
+      displayName: 'TIN (Tax ID)',
+      description: 'The Tax Identification Number',
+      required: false,
+    }),
+    interfaceFlag: Property.StaticDropdown({
+      displayName: 'Interface Flag',
+      description: 'Interface flag for the request',
+      required: false,
+      options: {
+        options: [
+          { label: 'IN - Internal', value: 'IN' },
+          { label: 'EX - External', value: 'EX' },
+        ],
+      },
+    }),
+    ownershipType: Property.StaticDropdown({
+      displayName: 'Ownership Type',
+      description: 'The ownership type to filter by',
+      required: false,
+      options: {
+        options: [
+          { label: 'D - Direct', value: 'D' },
+          { label: 'I - Indirect', value: 'I' },
+          { label: 'S - Signer', value: 'S' },
+        ],
+      },
+    }),
+    numberOfAccountsToReturn: Property.Number({
+      displayName: 'Number of Accounts to Return',
+      description: 'Maximum number of accounts to return',
+      required: false,
+      defaultValue: 999,
+    }),
+    viewUndisplayedRelationships: Property.StaticDropdown({
+      displayName: 'View Undisplayed Relationships',
+      description: 'Whether to include undisplayed relationships',
+      required: false,
+      options: {
+        options: [
+          { label: 'Yes', value: 'Y' },
+          { label: 'No', value: 'N' },
+        ],
+      },
+      defaultValue: 'Y',
+    }),
+    sourceId: Property.ShortText({
+      displayName: 'Source ID',
+      description: 'Optional: 6 character ID provided by FIS',
+      required: false,
+    }),
+  },
+  async run(context) {
+    const auth = context.auth as any;
+    const baseUrl = auth.baseUrl;
+    const organizationId = auth.organizationId;
+    const {
+      xAuthorization,
+      customerId,
+      tin,
+      interfaceFlag,
+      ownershipType,
+      numberOfAccountsToReturn,
+      viewUndisplayedRelationships,
+      sourceId,
+    } = context.propsValue;
+
+    const uuid = crypto.randomUUID();
+
+    const headers: Record<string, string> = {
+      'accept': 'application/json',
+      'Content-Type': 'application/json',
+      'organization-id': organizationId,
+      'uuid': uuid,
+      'x-authorization': xAuthorization,
+    };
+
+    if (sourceId) {
+      headers['source-id'] = sourceId;
+    }
+
+    const body: Record<string, unknown> = {};
+
+    if (customerId) {
+      body['customerId'] = customerId;
+    }
+
+    if (tin) {
+      body['tin'] = tin;
+    }
+
+    if (interfaceFlag) {
+      body['interfaceFlag'] = interfaceFlag;
+    }
+
+    if (ownershipType) {
+      body['ownershipType'] = ownershipType;
+    }
+
+    if (numberOfAccountsToReturn) {
+      body['numberOfAccountsToReturn'] = numberOfAccountsToReturn;
+    }
+
+    if (viewUndisplayedRelationships) {
+      body['viewUndisplayedRelationships'] = viewUndisplayedRelationships;
+    }
+
+    const response = await httpClient.sendRequest({
+      method: HttpMethod.POST,
+      url: `${baseUrl}/customer/v2/customers/relationship-summary/account-details/search`,
+      headers,
+      body,
+    });
+
+    return response.body;
+  },
+});