@vqnguyen1/piece-icemortgage-encompass 0.0.3 → 0.0.5

package/src/lib/actions/manage-field-locks.ts

@@ -0,0 +1,62 @@
+import {
+  createAction,
+  Property,
+} from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { icemortgageEncompassAuth } from '../common/auth';
+import { getAccessToken } from '../common/helpers';
+
+export const manageFieldLocks = createAction({
+  name: 'loan_manage_field_locks',
+  auth: icemortgageEncompassAuth,
+  displayName: 'Loan - Manage Field Locks',
+  description: 'Add, remove, or replace field locks on a loan',
+  props: {
+    loanId: Property.ShortText({
+      displayName: 'Loan ID',
+      description: 'The ID of the loan to manage field locks for',
+      required: true,
+    }),
+    action: Property.StaticDropdown({
+      displayName: 'Action',
+      description: 'The action to perform on field locks',
+      required: true,
+      options: {
+        options: [
+          { label: 'Add', value: 'add' },
+          { label: 'Remove', value: 'remove' },
+          { label: 'Replace', value: 'replace' },
+        ],
+      },
+    }),
+    fields: Property.Array({
+      displayName: 'Fields',
+      description: 'Array of field names to lock/unlock (e.g., ["loan.secondSubordinateAmount", "loan.BorrowerPaidFHAVAClosingCostsAmount"])',
+      required: true,
+    }),
+  },
+  async run(context) {
+    const auth = context.auth as any;
+    const baseUrl = auth.baseUrl;
+    const { loanId, action, fields } = context.propsValue;
+
+    const accessToken = await getAccessToken(auth);
+
+    const response = await httpClient.sendRequest({
+      method: HttpMethod.PATCH,
+      url: `${baseUrl}/encompass/v3/loans/${loanId}/fieldLockData?action=${action}`,
+      headers: {
+        'Content-Type': 'application/json',
+        'Authorization': `Bearer ${accessToken}`,
+      },
+      body: fields,
+    });
+
+    return {
+      success: true,
+      action,
+      fields,
+      statusCode: response.status,
+    };
+  },
+});

package/src/lib/actions/retrieve-loan.ts

@@ -0,0 +1,39 @@
+import {
+  createAction,
+  Property,
+} from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { icemortgageEncompassAuth } from '../common/auth';
+import { getAccessToken } from '../common/helpers';
+
+export const retrieveLoan = createAction({
+  name: 'loan_retrieve',
+  auth: icemortgageEncompassAuth,
+  displayName: 'Loan - Retrieve',
+  description: 'Get loan details from Encompass by loan ID',
+  props: {
+    loanId: Property.ShortText({
+      displayName: 'Loan ID',
+      description: 'The ID of the loan to retrieve',
+      required: true,
+    }),
+  },
+  async run(context) {
+    const auth = context.auth as any;
+    const baseUrl = auth.baseUrl;
+    const { loanId } = context.propsValue;
+
+    const accessToken = await getAccessToken(auth);
+
+    const response = await httpClient.sendRequest({
+      method: HttpMethod.GET,
+      url: `${baseUrl}/encompass/v3/loans/${loanId}`,
+      headers: {
+        'Content-Type': 'application/json',
+        'Authorization': `Bearer ${accessToken}`,
+      },
+    });
+
+    return response.body;
+  },
+});

package/src/lib/actions/update-loan.ts

@@ -0,0 +1,105 @@
+import {
+  createAction,
+  Property,
+} from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { icemortgageEncompassAuth } from '../common/auth';
+import { getAccessToken } from '../common/helpers';
+
+export const updateLoan = createAction({
+  name: 'loan_update',
+  auth: icemortgageEncompassAuth,
+  displayName: 'Loan - Update',
+  description: 'Update an existing loan in Encompass',
+  props: {
+    loanId: Property.ShortText({
+      displayName: 'Loan ID',
+      description: 'The ID of the loan to update',
+      required: true,
+    }),
+    loanData: Property.Json({
+      displayName: 'Loan Data',
+      description: 'The loan fields to update as JSON object',
+      required: true,
+    }),
+    view: Property.StaticDropdown({
+      displayName: 'View',
+      description: 'The view to return in the response',
+      required: false,
+      options: {
+        options: [
+          { label: 'Entity', value: 'entity' },
+          { label: 'ID', value: 'id' },
+        ],
+      },
+      defaultValue: 'entity',
+    }),
+    templateType: Property.StaticDropdown({
+      displayName: 'Template Type',
+      description: 'Type of template to apply when updating the loan',
+      required: false,
+      options: {
+        options: [
+          { label: 'None', value: '' },
+          { label: 'Template Set', value: 'templateSet' },
+          { label: 'Loan Program', value: 'loanProgram' },
+          { label: 'Closing Cost', value: 'closingCost' },
+        ],
+      },
+    }),
+    templatePath: Property.ShortText({
+      displayName: 'Template Path',
+      description: 'Path to the template (e.g., "Public:\\Companywide\\Template Name")',
+      required: false,
+    }),
+    ignoreEmptyClosingCostValues: Property.Checkbox({
+      displayName: 'Ignore Empty Closing Cost Values',
+      description: 'Whether to ignore empty closing cost values when applying templates',
+      required: false,
+      defaultValue: false,
+    }),
+    ignoreEmptyLoanProgramValues: Property.Checkbox({
+      displayName: 'Ignore Empty Loan Program Values',
+      description: 'Whether to ignore empty loan program values when applying templates',
+      required: false,
+      defaultValue: false,
+    }),
+  },
+  async run(context) {
+    const auth = context.auth as any;
+    const baseUrl = auth.baseUrl;
+    const {
+      loanId,
+      loanData,
+      view,
+      templateType,
+      templatePath,
+      ignoreEmptyClosingCostValues,
+      ignoreEmptyLoanProgramValues,
+    } = context.propsValue;
+
+    const accessToken = await getAccessToken(auth);
+
+    // Build query parameters
+    const queryParams = new URLSearchParams();
+    if (view) queryParams.append('view', view);
+    if (templateType) queryParams.append('templateType', templateType);
+    if (templatePath) queryParams.append('templatePath', templatePath);
+    if (ignoreEmptyClosingCostValues) queryParams.append('ignoreEmptyClosingCostValues', 'true');
+    if (ignoreEmptyLoanProgramValues) queryParams.append('ignoreEmptyLoanProgramValues', 'true');
+
+    const url = `${baseUrl}/encompass/v3/loans/${loanId}${queryParams.toString() ? '?' + queryParams.toString() : ''}`;
+
+    const response = await httpClient.sendRequest({
+      method: HttpMethod.PATCH,
+      url,
+      headers: {
+        'Content-Type': 'application/json',
+        'Authorization': `Bearer ${accessToken}`,
+      },
+      body: loanData,
+    });
+
+    return response.body;
+  },
+});

package/src/lib/common/auth.ts

@@ -0,0 +1,28 @@
+import { PieceAuth, Property } from '@activepieces/pieces-framework';
+
+export const icemortgageEncompassAuth = PieceAuth.CustomAuth({
+  description: 'ICE Mortgage Technology Encompass API credentials',
+  required: true,
+  props: {
+    baseUrl: Property.ShortText({
+      displayName: 'API Base URL',
+      description: 'The base URL for the Encompass API (e.g., https://api.elliemae.com)',
+      required: true,
+    }),
+    clientId: Property.ShortText({
+      displayName: 'Client ID',
+      description: 'Your Encompass API Client ID',
+      required: true,
+    }),
+    clientSecret: Property.ShortText({
+      displayName: 'Client Secret',
+      description: 'Your Encompass API Client Secret',
+      required: true,
+    }),
+    instanceId: Property.ShortText({
+      displayName: 'Instance ID',
+      description: 'Your Encompass Instance ID',
+      required: true,
+    }),
+  },
+});

package/src/lib/common/helpers.ts

@@ -0,0 +1,21 @@
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+
+// Helper function to get access token
+export async function getAccessToken(auth: any): Promise<string> {
+  // This is a simplified version. In production, implement proper token caching
+  const tokenResponse = await httpClient.sendRequest({
+    method: HttpMethod.POST,
+    url: `${auth.baseUrl}/oauth2/v1/token`,
+    headers: {
+      'Content-Type': 'application/x-www-form-urlencoded',
+    },
+    body: new URLSearchParams({
+      grant_type: 'client_credentials',
+      client_id: auth.clientId,
+      client_secret: auth.clientSecret,
+      instance_id: auth.instanceId,
+    }).toString(),
+  });
+
+  return (tokenResponse.body as any).access_token;
+}

package/tsconfig.json

@@ -0,0 +1,19 @@
+{
+  "extends": "../../../../tsconfig.base.json",
+  "compilerOptions": {
+    "module": "commonjs",
+    "forceConsistentCasingInFileNames": true,
+    "strict": true,
+    "noImplicitOverride": true,
+    "noPropertyAccessFromIndexSignature": true,
+    "noImplicitReturns": true,
+    "noFallthroughCasesInSwitch": true
+  },
+  "files": [],
+  "include": [],
+  "references": [
+    {
+      "path": "./tsconfig.lib.json"
+    }
+  ]
+}

package/tsconfig.lib.json

@@ -0,0 +1,10 @@
+{
+  "extends": "./tsconfig.json",
+  "compilerOptions": {
+    "outDir": "../../../../dist/out-tsc",
+    "declaration": true,
+    "types": ["node"]
+  },
+  "include": ["src/**/*.ts"],
+  "exclude": ["**/*.spec.ts", "**/*.test.ts"]
+}

package/src/index.d.ts

@@ -1,8 +0,0 @@
-import { icemortgageEncompassAuth } from './lib/common/auth';
-export declare const icemortgageEncompass: import("@activepieces/pieces-framework").Piece<import("@activepieces/pieces-framework").CustomAuthProperty<{
-    baseUrl: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    clientId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    clientSecret: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    instanceId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-}>>;
-export { icemortgageEncompassAuth };

package/src/index.js

@@ -1,41 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.icemortgageEncompassAuth = exports.icemortgageEncompass = void 0;
-const pieces_framework_1 = require("@activepieces/pieces-framework");
-const shared_1 = require("@activepieces/shared");
-const auth_1 = require("./lib/common/auth");
-Object.defineProperty(exports, "icemortgageEncompassAuth", { enumerable: true, get: function () { return auth_1.icemortgageEncompassAuth; } });
-const create_loan_1 = require("./lib/actions/create-loan");
-const retrieve_loan_1 = require("./lib/actions/retrieve-loan");
-const update_loan_1 = require("./lib/actions/update-loan");
-const delete_loan_1 = require("./lib/actions/delete-loan");
-const manage_field_locks_1 = require("./lib/actions/manage-field-locks");
-const document_create_1 = require("./lib/actions/document-create");
-const document_retrieve_1 = require("./lib/actions/document-retrieve");
-const document_list_1 = require("./lib/actions/document-list");
-const document_update_1 = require("./lib/actions/document-update");
-const document_add_comments_1 = require("./lib/actions/document-add-comments");
-const document_assign_attachments_1 = require("./lib/actions/document-assign-attachments");
-exports.icemortgageEncompass = (0, pieces_framework_1.createPiece)({
-    displayName: 'IceMortgage Encompass',
-    auth: auth_1.icemortgageEncompassAuth,
-    minimumSupportedRelease: '0.20.0',
-    logoUrl: 'https://cdn.activepieces.com/pieces/icemortgage-encompass.png',
-    authors: ['vqnguyen1'],
-    categories: [shared_1.PieceCategory.BUSINESS_INTELLIGENCE],
-    actions: [
-        create_loan_1.createLoan,
-        retrieve_loan_1.retrieveLoan,
-        update_loan_1.updateLoan,
-        delete_loan_1.deleteLoan,
-        manage_field_locks_1.manageFieldLocks,
-        document_create_1.createDocument,
-        document_retrieve_1.retrieveDocument,
-        document_list_1.listDocuments,
-        document_update_1.updateDocument,
-        document_add_comments_1.addDocumentComments,
-        document_assign_attachments_1.assignDocumentAttachments,
-    ],
-    triggers: [],
-});
-//# sourceMappingURL=index.js.map

package/src/index.js.map

@@ -1 +0,0 @@
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package/src/lib/actions/create-loan.d.ts

@@ -1,12 +0,0 @@
-export declare const createLoan: import("@activepieces/pieces-framework").IAction<import("@activepieces/pieces-framework").CustomAuthProperty<{
-    baseUrl: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    clientId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    clientSecret: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    instanceId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-}>, {
-    loanData: import("@activepieces/pieces-framework").JsonProperty<true>;
-    loanFolder: import("@activepieces/pieces-framework").ShortTextProperty<false>;
-    view: import("@activepieces/pieces-framework").StaticDropdownProperty<string, false>;
-    templateType: import("@activepieces/pieces-framework").StaticDropdownProperty<string, false>;
-    templatePath: import("@activepieces/pieces-framework").ShortTextProperty<false>;
-}>;

package/src/lib/actions/create-loan.js

@@ -1,101 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.createLoan = void 0;
-const tslib_1 = require("tslib");
-const pieces_framework_1 = require("@activepieces/pieces-framework");
-const pieces_common_1 = require("@activepieces/pieces-common");
-const auth_1 = require("../common/auth");
-const helpers_1 = require("../common/helpers");
-exports.createLoan = (0, pieces_framework_1.createAction)({
-    name: 'loan_create',
-    auth: auth_1.icemortgageEncompassAuth,
-    displayName: 'Loan - Create',
-    description: 'Create a new loan in Encompass',
-    props: {
-        loanData: pieces_framework_1.Property.Json({
-            displayName: 'Loan Data',
-            description: 'The complete loan information as JSON object',
-            required: true,
-        }),
-        loanFolder: pieces_framework_1.Property.ShortText({
-            displayName: 'Loan Folder',
-            description: 'The folder where the loan will be created (e.g., "My Pipeline")',
-            required: false,
-        }),
-        view: pieces_framework_1.Property.StaticDropdown({
-            displayName: 'View',
-            description: 'The view to return in the response',
-            required: false,
-            options: {
-                options: [
-                    { label: 'Entity', value: 'entity' },
-                    { label: 'ID', value: 'id' },
-                ],
-            },
-            defaultValue: 'entity',
-        }),
-        templateType: pieces_framework_1.Property.StaticDropdown({
-            displayName: 'Template Type',
-            description: 'Type of template to apply when creating the loan',
-            required: false,
-            options: {
-                options: [
-                    { label: 'None', value: '' },
-                    { label: 'Template Set', value: 'templateSet' },
-                    { label: 'Loan Program', value: 'loanProgram' },
-                    { label: 'Closing Cost', value: 'closingCost' },
-                ],
-            },
-        }),
-        templatePath: pieces_framework_1.Property.ShortText({
-            displayName: 'Template Path',
-            description: 'Path to the template (e.g., "Public:\\Companywide\\Template Name")',
-            required: false,
-        }),
-    },
-    run(context) {
-        return tslib_1.__awaiter(this, void 0, void 0, function* () {
-            var _a;
-            const auth = context.auth;
-            const baseUrl = auth.baseUrl;
-            const { loanData, loanFolder, view, templateType, templatePath } = context.propsValue;
-            // Get access token
-            const accessToken = yield (0, helpers_1.getAccessToken)(auth);
-            // Build query parameters
-            const queryParams = new URLSearchParams();
-            if (loanFolder)
-                queryParams.append('loanFolder', loanFolder);
-            if (view)
-                queryParams.append('view', view);
-            if (templateType)
-                queryParams.append('templateType', templateType);
-            if (templatePath)
-                queryParams.append('templatePath', templatePath);
-            const url = `${baseUrl}/encompass/v3/loans${queryParams.toString() ? '?' + queryParams.toString() : ''}`;
-            const response = yield pieces_common_1.httpClient.sendRequest({
-                method: pieces_common_1.HttpMethod.POST,
-                url,
-                headers: {
-                    'Content-Type': 'application/json',
-                    'Authorization': `Bearer ${accessToken}`,
-                },
-                body: loanData,
-            });
-            // Extract loan ID from Location header if present
-            const locationHeader = (_a = response.headers) === null || _a === void 0 ? void 0 : _a['location'];
-            let loanId = null;
-            if (locationHeader) {
-                const match = locationHeader.match(/\/loans\/([^\/]+)$/);
-                if (match) {
-                    loanId = match[1];
-                }
-            }
-            return {
-                loanId,
-                loanData: response.body,
-                statusCode: response.status,
-            };
-        });
-    },
-});
-//# sourceMappingURL=create-loan.js.map

package/src/lib/actions/create-loan.js.map

@@ -1 +0,0 @@
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package/src/lib/actions/delete-loan.d.ts

@@ -1,8 +0,0 @@
-export declare const deleteLoan: import("@activepieces/pieces-framework").IAction<import("@activepieces/pieces-framework").CustomAuthProperty<{
-    baseUrl: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    clientId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    clientSecret: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    instanceId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-}>, {
-    loanId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-}>;

package/src/lib/actions/delete-loan.js

@@ -1,43 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.deleteLoan = void 0;
-const tslib_1 = require("tslib");
-const pieces_framework_1 = require("@activepieces/pieces-framework");
-const pieces_common_1 = require("@activepieces/pieces-common");
-const auth_1 = require("../common/auth");
-const helpers_1 = require("../common/helpers");
-exports.deleteLoan = (0, pieces_framework_1.createAction)({
-    name: 'loan_delete',
-    auth: auth_1.icemortgageEncompassAuth,
-    displayName: 'Loan - Delete',
-    description: 'Delete a loan from Encompass',
-    props: {
-        loanId: pieces_framework_1.Property.ShortText({
-            displayName: 'Loan ID',
-            description: 'The ID of the loan to delete',
-            required: true,
-        }),
-    },
-    run(context) {
-        return tslib_1.__awaiter(this, void 0, void 0, function* () {
-            const auth = context.auth;
-            const baseUrl = auth.baseUrl;
-            const { loanId } = context.propsValue;
-            const accessToken = yield (0, helpers_1.getAccessToken)(auth);
-            const response = yield pieces_common_1.httpClient.sendRequest({
-                method: pieces_common_1.HttpMethod.DELETE,
-                url: `${baseUrl}/encompass/v3/loans/${loanId}`,
-                headers: {
-                    'Content-Type': 'application/json',
-                    'Authorization': `Bearer ${accessToken}`,
-                },
-            });
-            return {
-                success: true,
-                statusCode: response.status,
-                message: `Loan ${loanId} deleted successfully`,
-            };
-        });
-    },
-});
-//# sourceMappingURL=delete-loan.js.map

package/src/lib/actions/delete-loan.js.map

@@ -1 +0,0 @@
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package/src/lib/actions/document-add-comments.d.ts

@@ -1,11 +0,0 @@
-export declare const addDocumentComments: import("@activepieces/pieces-framework").IAction<import("@activepieces/pieces-framework").CustomAuthProperty<{
-    baseUrl: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    clientId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    clientSecret: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    instanceId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-}>, {
-    loanId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    documentId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    comments: import("@activepieces/pieces-framework").ArrayProperty<true>;
-    view: import("@activepieces/pieces-framework").StaticDropdownProperty<string, false>;
-}>;

package/src/lib/actions/document-add-comments.js

@@ -1,66 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.addDocumentComments = void 0;
-const tslib_1 = require("tslib");
-const pieces_framework_1 = require("@activepieces/pieces-framework");
-const pieces_common_1 = require("@activepieces/pieces-common");
-const auth_1 = require("../common/auth");
-const helpers_1 = require("../common/helpers");
-exports.addDocumentComments = (0, pieces_framework_1.createAction)({
-    name: 'document_add_comments',
-    auth: auth_1.icemortgageEncompassAuth,
-    displayName: 'Document - Add Comments',
-    description: 'Add comments to a document',
-    props: {
-        loanId: pieces_framework_1.Property.ShortText({
-            displayName: 'Loan ID',
-            description: 'The ID of the loan',
-            required: true,
-        }),
-        documentId: pieces_framework_1.Property.ShortText({
-            displayName: 'Document ID',
-            description: 'The ID of the document to add comments to',
-            required: true,
-        }),
-        comments: pieces_framework_1.Property.Array({
-            displayName: 'Comments',
-            description: 'Array of comment objects to add',
-            required: true,
-        }),
-        view: pieces_framework_1.Property.StaticDropdown({
-            displayName: 'View',
-            description: 'The view to return in the response',
-            required: false,
-            options: {
-                options: [
-                    { label: 'Entity', value: 'entity' },
-                    { label: 'ID', value: 'id' },
-                ],
-            },
-            defaultValue: 'entity',
-        }),
-    },
-    run(context) {
-        return tslib_1.__awaiter(this, void 0, void 0, function* () {
-            const auth = context.auth;
-            const baseUrl = auth.baseUrl;
-            const { loanId, documentId, comments, view } = context.propsValue;
-            const accessToken = yield (0, helpers_1.getAccessToken)(auth);
-            const queryParams = new URLSearchParams();
-            queryParams.append('action', 'add');
-            if (view)
-                queryParams.append('view', view);
-            const response = yield pieces_common_1.httpClient.sendRequest({
-                method: pieces_common_1.HttpMethod.PATCH,
-                url: `${baseUrl}/encompass/v3/loans/${loanId}/documents/${documentId}/comments?${queryParams.toString()}`,
-                headers: {
-                    'Content-Type': 'application/json',
-                    'Authorization': `Bearer ${accessToken}`,
-                },
-                body: comments,
-            });
-            return response.body;
-        });
-    },
-});
-//# sourceMappingURL=document-add-comments.js.map

package/src/lib/actions/document-add-comments.js.map

@@ -1 +0,0 @@
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package/src/lib/actions/document-assign-attachments.d.ts

@@ -1,10 +0,0 @@
-export declare const assignDocumentAttachments: import("@activepieces/pieces-framework").IAction<import("@activepieces/pieces-framework").CustomAuthProperty<{
-    baseUrl: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    clientId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    clientSecret: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    instanceId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-}>, {
-    loanId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    documentId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
-    attachments: import("@activepieces/pieces-framework").ArrayProperty<true>;
-}>;