@wilnertech/halopsa-mcp-server 1.0.2 → 1.2.0

package/dist/tools/ticket-actions.js

@@ -0,0 +1,224 @@
+/**
+ * HaloPSA Ticket Action tools.
+ *
+ * Actions are the journal entries on a ticket — notes, email replies,
+ * status changes, time entries, etc. Halo's create endpoint is
+ * `POST /api/Actions` with an **array body** (mirrors Tickets/Asset
+ * convention). The list endpoint is `GET /api/Actions?ticket_id={id}`.
+ *
+ * The list response is cached briefly (1min) because action lists update
+ * any time someone touches the ticket; staleness > 1min would mislead
+ * agents reading the journal.
+ */
+import { z } from 'zod';
+import { HaloPSAError } from '../api/errors.js';
+import { formatResponse, stripWriteResponse } from '../utils/formatter.js';
+import { TTL } from '../cache/memory-cache.js';
+import { FormatOptionsSchema } from '../schemas/common.js';
+// =============================================================================
+// Schemas
+// =============================================================================
+export const AddTicketActionArgsSchema = z.object({
+    ticket_id: z.number().int()
+        .describe('HaloPSA ticket ID to attach the action to'),
+    note: z.string().min(1)
+        .describe('Note body (plain text or HTML)'),
+    outcome_id: z.number().int().optional()
+        .describe('Outcome enum ID (Public Note, Private Note, Email Reply, etc.). Halo REQUIRES this on most tenants — without it, POST /Actions returns 400 "An Outcome must be entered for this Action". Look up valid outcomes for your agent in Halo admin → Configuration → Tickets → Outcomes.'),
+    email_reply: z.boolean().optional()
+        .describe('If true, sends the note as an email reply to the ticket requester'),
+    hiddenfromuser: z.boolean().optional()
+        .describe('If true, hides the action from the customer portal'),
+    format_options: FormatOptionsSchema,
+});
+export const ListTicketActionsArgsSchema = z.object({
+    ticket_id: z.number().int()
+        .describe('Filter actions to a single ticket'),
+    count: z.number().int().min(1).max(100).optional()
+        .describe('Results per page (max 100)'),
+    page_no: z.number().int().min(1).optional()
+        .describe('Page number (1-indexed)'),
+    format_options: FormatOptionsSchema,
+});
+// =============================================================================
+// Helpers
+// =============================================================================
+const ACTION_PREVIEW_LEN = 200;
+/**
+ * Regex to detect Halo 400 messages that indicate a missing or invalid
+ * outcome_id — covers both "An Outcome must be entered for this Action"
+ * and "You do not have access to this Action at the moment."
+ */
+const OUTCOME_ERROR_RE = /Outcome must be entered|access to this Action/i;
+/**
+ * Scan an arbitrary object for any key whose name contains "outcome"
+ * (case-insensitive) and whose value is an array. Returns that array,
+ * or an empty array if nothing is found.
+ */
+function extractOutcomeHint(obj) {
+    for (const key of Object.keys(obj)) {
+        if (/outcome/i.test(key)) {
+            const val = obj[key];
+            if (Array.isArray(val)) {
+                return val;
+            }
+        }
+    }
+    return [];
+}
+/**
+ * When POST /Actions returns a 400 matching the outcome-required pattern,
+ * fetch the parent ticket and its tickettype config, then return a structured
+ * "refusal" object (not a thrown error) so the caller sees discovery info.
+ */
+async function buildOutcomeDiscoveryRefusal(client, ticketId, haloError) {
+    const discoveryWarnings = [];
+    // --- Step 1: fetch the parent ticket ---
+    let tickettypeId;
+    let tickettypeName;
+    try {
+        const ticket = await client.get(`/Tickets/${ticketId}`, { includedetails: true });
+        tickettypeId = ticket.tickettype_id;
+        tickettypeName = ticket.tickettype_name;
+    }
+    catch (innerErr) {
+        const msg = innerErr instanceof Error ? innerErr.message : String(innerErr);
+        discoveryWarnings.push('ticket lookup failed: ' + msg);
+        return {
+            action_created: false,
+            halo_error: haloError,
+            diagnosis: 'outcome_id is required for this tickettype and was either missing or invalid',
+            tickettype_id: null,
+            tickettype_name: null,
+            valid_outcomes_hint: [],
+            discovery_warning: discoveryWarnings.join('; '),
+            remediation: 'Either retry with a valid outcome_id (check Halo admin: Configuration > Tickets > Outcomes), ' +
+                'or fall back to update_halopsa_ticket to set details_html / status_id without going through the Actions surface.',
+        };
+    }
+    // --- Step 2: fetch the tickettype config ---
+    let validOutcomesHint = [];
+    if (tickettypeId !== undefined) {
+        try {
+            const ttConfig = await client.get(`/TicketType/${tickettypeId}`, { includedetails: true });
+            validOutcomesHint = extractOutcomeHint(ttConfig);
+        }
+        catch (innerErr) {
+            const msg = innerErr instanceof Error ? innerErr.message : String(innerErr);
+            discoveryWarnings.push('tickettype lookup failed: ' + msg);
+        }
+    }
+    const result = {
+        action_created: false,
+        halo_error: haloError,
+        diagnosis: 'outcome_id is required for this tickettype and was either missing or invalid',
+        tickettype_id: tickettypeId ?? null,
+        tickettype_name: tickettypeName ?? null,
+        valid_outcomes_hint: validOutcomesHint,
+        remediation: 'Either retry with a valid outcome_id from the list above, ' +
+            'or fall back to update_halopsa_ticket to set details_html / status_id without going through the Actions surface.',
+    };
+    if (discoveryWarnings.length > 0) {
+        result['discovery_warning'] = discoveryWarnings.join('; ');
+    }
+    return result;
+}
+/**
+ * Compact action shape — id/who/datetime/outcome plus a `note_preview`
+ * truncated to 200 chars so list responses stay LLM-friendly.
+ */
+function compactAction(action) {
+    const note = action.note ?? action.note_html ?? '';
+    return {
+        id: action.id,
+        ticket_id: action.ticket_id,
+        who: action.who,
+        datetime: action.datetime,
+        outcome: action.outcome,
+        note_preview: note.length > ACTION_PREVIEW_LEN
+            ? note.slice(0, ACTION_PREVIEW_LEN) + '…'
+            : note,
+    };
+}
+function unwrapActionList(response) {
+    if (Array.isArray(response)) {
+        return { actions: response, record_count: response.length };
+    }
+    return {
+        actions: response.actions ?? [],
+        record_count: response.record_count ?? response.actions?.length ?? 0,
+    };
+}
+// =============================================================================
+// Implementations
+// =============================================================================
+export async function addTicketAction(client, args) {
+    const payload = {
+        ticket_id: args.ticket_id,
+        note: args.note,
+    };
+    if (args.outcome_id !== undefined)
+        payload.outcome_id = args.outcome_id;
+    if (args.email_reply !== undefined)
+        payload.email_reply = args.email_reply;
+    if (args.hiddenfromuser !== undefined)
+        payload.hiddenfromuser = args.hiddenfromuser;
+    // Halo's array-body write may return `[{...}]` or `{...}` depending on
+    // tenant — normalize to a single object before formatting.
+    let raw;
+    try {
+        raw = await client.post('/Actions', [payload]);
+    }
+    catch (error) {
+        // When Halo returns 400 for a missing or invalid outcome_id, surface a
+        // structured refusal with discovery info instead of re-throwing the raw
+        // error.  This lets the caller retry with a valid outcome_id.
+        const haloMessage = error instanceof HaloPSAError ? error.message : String(error);
+        if (OUTCOME_ERROR_RE.test(haloMessage)) {
+            const refusal = await buildOutcomeDiscoveryRefusal(client, args.ticket_id, haloMessage);
+            return JSON.stringify(refusal);
+        }
+        throw error;
+    }
+    const created = Array.isArray(raw) ? raw[0] : raw;
+    client.invalidateCache(`ticket-actions:${args.ticket_id}*`);
+    client.invalidateCache(`ticket:${args.ticket_id}*`);
+    const format = args.format_options?.format ?? 'compact';
+    return formatResponse(stripWriteResponse(created, format, 'action'), { format });
+}
+export async function listTicketActions(client, args) {
+    const params = { ticket_id: args.ticket_id };
+    if (args.count !== undefined)
+        params.count = args.count;
+    if (args.page_no !== undefined)
+        params.page_no = args.page_no;
+    const formatOpts = args.format_options || { format: 'compact' };
+    const response = await client.getCached('/Actions', params, {
+        enabled: true,
+        ttl: TTL.TICKET_ACTION_LIST,
+        keyPrefix: `ticket-actions:${args.ticket_id}`,
+    });
+    const { actions, record_count } = unwrapActionList(response);
+    // Compact mode: substitute the preview-shaped objects so the response
+    // never echoes back full HTML bodies on a journal listing.
+    const items = formatOpts.format === 'compact'
+        ? actions.map(compactAction)
+        : actions;
+    return formatResponse(items, formatOpts, { record_count });
+}
+// =============================================================================
+// Tool Definitions
+// =============================================================================
+export const addTicketActionTool = {
+    name: 'add_halopsa_ticket_action',
+    description: 'Append an action (note, email reply, status change journal entry) to a HaloPSA ticket. POST /Actions with array body wrapper. Invalidates ticket and action caches.',
+    schema: AddTicketActionArgsSchema,
+    handler: addTicketAction,
+};
+export const listTicketActionsTool = {
+    name: 'list_halopsa_ticket_actions',
+    description: 'List actions/journal entries on a HaloPSA ticket. Compact response includes a 200-char note_preview; pass format_options.format="detailed" for full notes. Cached 1min.',
+    schema: ListTicketActionsArgsSchema,
+    handler: listTicketActions,
+};
+//# sourceMappingURL=ticket-actions.js.map

package/dist/tools/ticket-actions.js.map

@@ -0,0 +1 @@
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package/dist/tools/ticket-custom-fields.d.ts

@@ -0,0 +1,33 @@
+/**
+ * HaloPSA Ticket Custom Field tools.
+ *
+ * Two complementary inspection paths:
+ *   1. `list_halopsa_ticket_custom_fields` — preferred. Calls
+ *      GET /api/FieldInfo?type=1&tickettype_id={id}. If the tenant
+ *      returns a non-empty field list, that's the canonical schema.
+ *   2. `get_halopsa_ticket_field_schema` — fallback. Samples N recent
+ *      tickets of a given type and derives field shape from their
+ *      `customfields[]` arrays. Mirrors `getAssetFieldSchemaTool`.
+ *
+ * The dual approach exists because Halo's `/FieldInfo` endpoint behaves
+ * inconsistently across tenants — some installs gate it behind admin
+ * scope, others return empty arrays for non-admin agents. The sampling
+ * path is robust but lossy (only fields that ARE used on existing
+ * tickets show up).
+ */
+import { z } from 'zod';
+import type { HaloPSAAPIClient } from '../api/client.js';
+import type { ZodToolDefinition } from './registry.js';
+export declare const ListTicketCustomFieldsArgsSchema: z.ZodObject<{
+    tickettype_id: z.ZodNumber;
+}, z.core.$strip>;
+export declare const GetTicketFieldSchemaArgsSchema: z.ZodObject<{
+    tickettype_id: z.ZodNumber;
+    client_id: z.ZodOptional<z.ZodNumber>;
+    sample_size: z.ZodOptional<z.ZodNumber>;
+}, z.core.$strip>;
+export declare function listTicketCustomFields(client: HaloPSAAPIClient, args: z.infer<typeof ListTicketCustomFieldsArgsSchema>): Promise<string>;
+export declare function getTicketFieldSchema(client: HaloPSAAPIClient, args: z.infer<typeof GetTicketFieldSchemaArgsSchema>): Promise<string>;
+export declare const listTicketCustomFieldsTool: ZodToolDefinition;
+export declare const getTicketFieldSchemaTool: ZodToolDefinition;
+//# sourceMappingURL=ticket-custom-fields.d.ts.map

package/dist/tools/ticket-custom-fields.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/ticket-custom-fields.js

@@ -0,0 +1,155 @@
+/**
+ * HaloPSA Ticket Custom Field tools.
+ *
+ * Two complementary inspection paths:
+ *   1. `list_halopsa_ticket_custom_fields` — preferred. Calls
+ *      GET /api/FieldInfo?type=1&tickettype_id={id}. If the tenant
+ *      returns a non-empty field list, that's the canonical schema.
+ *   2. `get_halopsa_ticket_field_schema` — fallback. Samples N recent
+ *      tickets of a given type and derives field shape from their
+ *      `customfields[]` arrays. Mirrors `getAssetFieldSchemaTool`.
+ *
+ * The dual approach exists because Halo's `/FieldInfo` endpoint behaves
+ * inconsistently across tenants — some installs gate it behind admin
+ * scope, others return empty arrays for non-admin agents. The sampling
+ * path is robust but lossy (only fields that ARE used on existing
+ * tickets show up).
+ */
+import { z } from 'zod';
+// =============================================================================
+// Schemas
+// =============================================================================
+// These tools return purpose-built analysis objects (field schema summaries,
+// not raw HaloPSA records) so they intentionally do NOT accept format_options
+// — the response shape is fixed.
+export const ListTicketCustomFieldsArgsSchema = z.object({
+    tickettype_id: z.number().int()
+        .describe('Ticket type ID — schema is per-tickettype'),
+});
+export const GetTicketFieldSchemaArgsSchema = z.object({
+    tickettype_id: z.number().int()
+        .describe('Ticket type ID — sampling is scoped to this type'),
+    client_id: z.number().int().optional()
+        .describe('Optional client filter — narrows the sample further'),
+    sample_size: z.number().int().min(1).max(100).optional()
+        .describe('Number of tickets to inspect (default 50)'),
+});
+// =============================================================================
+// Helpers
+// =============================================================================
+function getValueType(value) {
+    if (value === null || value === undefined)
+        return 'null';
+    if (typeof value === 'string')
+        return 'string';
+    if (typeof value === 'number')
+        return 'number';
+    if (typeof value === 'boolean')
+        return 'boolean';
+    return 'mixed';
+}
+function unwrapList(response, preferredKey) {
+    if (Array.isArray(response))
+        return response;
+    const wrapped = response;
+    return wrapped[preferredKey] ?? [];
+}
+// =============================================================================
+// Implementations
+// =============================================================================
+export async function listTicketCustomFields(client, args) {
+    // Halo type=1 means ticket fields per the FieldInfo endpoint convention.
+    let fields = [];
+    let source = 'empty';
+    let warning;
+    try {
+        const response = await client.get('/FieldInfo', { type: 1, tickettype_id: args.tickettype_id });
+        fields = unwrapList(response, 'fields');
+        if (fields.length > 0) {
+            source = 'fieldinfo';
+        }
+    }
+    catch (err) {
+        warning = `FieldInfo endpoint failed: ${err instanceof Error ? err.message : String(err)}. ` +
+            'Use get_halopsa_ticket_field_schema for sampling-based schema discovery.';
+    }
+    const result = {
+        tickettype_id: args.tickettype_id,
+        source,
+        field_count: fields.length,
+        fields: fields.map((f) => ({
+            id: f.id ?? f.field_id,
+            name: f.name ?? f.label,
+            type: f.type,
+            required: f.required ?? false,
+            display_order: f.display_order,
+        })),
+        ...(warning && { warning }),
+    };
+    return JSON.stringify(result, null, 2);
+}
+export async function getTicketFieldSchema(client, args) {
+    const sampleSize = args.sample_size ?? 50;
+    const params = {
+        tickettype_id: args.tickettype_id,
+        count: sampleSize,
+    };
+    if (args.client_id !== undefined)
+        params.client_id = args.client_id;
+    const response = await client.get('/Tickets', params);
+    const tickets = Array.isArray(response)
+        ? response
+        : (response.tickets ?? []);
+    const fieldMap = new Map();
+    for (const ticket of tickets) {
+        const customfields = ticket.customfields ?? [];
+        for (const field of customfields) {
+            const existing = fieldMap.get(field.id);
+            const valueType = getValueType(field.value);
+            if (existing) {
+                if (existing.sample_values.length < 5 &&
+                    !existing.sample_values.includes(field.value)) {
+                    existing.sample_values.push(field.value);
+                }
+                existing.usage_count++;
+                if (existing.value_type !== valueType && existing.value_type !== 'mixed') {
+                    existing.value_type = 'mixed';
+                }
+            }
+            else {
+                fieldMap.set(field.id, {
+                    field_id: field.id,
+                    name: field.name,
+                    sample_values: [field.value],
+                    value_type: valueType,
+                    usage_count: 1,
+                });
+            }
+        }
+    }
+    const fieldSchemas = Array.from(fieldMap.values()).sort((a, b) => a.field_id - b.field_id);
+    const result = {
+        tickettype_id: args.tickettype_id,
+        client_id: args.client_id ?? 'all',
+        tickets_analyzed: tickets.length,
+        unique_fields: fieldSchemas.length,
+        field_schemas: fieldSchemas,
+    };
+    return JSON.stringify(result, null, 2);
+}
+// =============================================================================
+// Tool Definitions
+// =============================================================================
+export const listTicketCustomFieldsTool = {
+    name: 'list_halopsa_ticket_custom_fields',
+    description: 'List custom-field definitions for a ticket type via /FieldInfo. Falls back gracefully with a warning if the endpoint is empty/unauthorized — use get_halopsa_ticket_field_schema then.',
+    schema: ListTicketCustomFieldsArgsSchema,
+    handler: listTicketCustomFields,
+};
+export const getTicketFieldSchemaTool = {
+    name: 'get_halopsa_ticket_field_schema',
+    description: 'Sample N recent tickets of a given type and derive custom-field schema from their customfields[] arrays. Use when /FieldInfo is unavailable. Returns field_id, name, sample_values, value_type, usage_count per field.',
+    schema: GetTicketFieldSchemaArgsSchema,
+    handler: getTicketFieldSchema,
+};
+//# sourceMappingURL=ticket-custom-fields.js.map

package/dist/tools/ticket-custom-fields.js.map

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package/dist/tools/ticket-reference-data.d.ts

@@ -0,0 +1,88 @@
+/**
+ * HaloPSA Ticket Reference Data tools.
+ *
+ * Mirrors the existing pattern in `src/tools/reference-data.ts` for asset
+ * reference data. All five tools default to compact responses (token
+ * optimization) and use 1-hour cache TTLs because reference data on a
+ * Halo tenant changes infrequently — most reads should hit cache.
+ *
+ * The tools deliberately accept BOTH a `full` boolean shortcut AND the
+ * standard `format_options` block so callers can choose their style:
+ * `{ full: true }` is the path-of-least-surprise for ad-hoc lookups,
+ * while `format_options` keeps parity with the rest of the MCP surface.
+ */
+import { z } from 'zod';
+import type { HaloPSAAPIClient } from '../api/client.js';
+import type { ZodToolDefinition } from './registry.js';
+declare const ListTicketTypesArgsSchema: z.ZodObject<{
+    full: z.ZodOptional<z.ZodBoolean>;
+    format_options: z.ZodOptional<z.ZodObject<{
+        format: z.ZodOptional<z.ZodEnum<{
+            compact: "compact";
+            standard: "standard";
+            detailed: "detailed";
+        }>>;
+        fields: z.ZodOptional<z.ZodArray<z.ZodString>>;
+        omit_empty: z.ZodOptional<z.ZodBoolean>;
+    }, z.core.$strip>>;
+}, z.core.$strip>;
+declare const GetTicketTypeArgsSchema: z.ZodObject<{
+    tickettype_id: z.ZodNumber;
+    format_options: z.ZodOptional<z.ZodObject<{
+        format: z.ZodOptional<z.ZodEnum<{
+            compact: "compact";
+            standard: "standard";
+            detailed: "detailed";
+        }>>;
+        fields: z.ZodOptional<z.ZodArray<z.ZodString>>;
+        omit_empty: z.ZodOptional<z.ZodBoolean>;
+    }, z.core.$strip>>;
+}, z.core.$strip>;
+declare const ListTicketStatusesArgsSchema: z.ZodObject<{
+    full: z.ZodOptional<z.ZodBoolean>;
+    format_options: z.ZodOptional<z.ZodObject<{
+        format: z.ZodOptional<z.ZodEnum<{
+            compact: "compact";
+            standard: "standard";
+            detailed: "detailed";
+        }>>;
+        fields: z.ZodOptional<z.ZodArray<z.ZodString>>;
+        omit_empty: z.ZodOptional<z.ZodBoolean>;
+    }, z.core.$strip>>;
+}, z.core.$strip>;
+declare const ListTicketPrioritiesArgsSchema: z.ZodObject<{
+    full: z.ZodOptional<z.ZodBoolean>;
+    format_options: z.ZodOptional<z.ZodObject<{
+        format: z.ZodOptional<z.ZodEnum<{
+            compact: "compact";
+            standard: "standard";
+            detailed: "detailed";
+        }>>;
+        fields: z.ZodOptional<z.ZodArray<z.ZodString>>;
+        omit_empty: z.ZodOptional<z.ZodBoolean>;
+    }, z.core.$strip>>;
+}, z.core.$strip>;
+declare const ListTicketCategoriesArgsSchema: z.ZodObject<{
+    full: z.ZodOptional<z.ZodBoolean>;
+    format_options: z.ZodOptional<z.ZodObject<{
+        format: z.ZodOptional<z.ZodEnum<{
+            compact: "compact";
+            standard: "standard";
+            detailed: "detailed";
+        }>>;
+        fields: z.ZodOptional<z.ZodArray<z.ZodString>>;
+        omit_empty: z.ZodOptional<z.ZodBoolean>;
+    }, z.core.$strip>>;
+}, z.core.$strip>;
+export declare function listTicketTypes(client: HaloPSAAPIClient, args: z.infer<typeof ListTicketTypesArgsSchema>): Promise<string>;
+export declare function getTicketType(client: HaloPSAAPIClient, args: z.infer<typeof GetTicketTypeArgsSchema>): Promise<string>;
+export declare function listTicketStatuses(client: HaloPSAAPIClient, args: z.infer<typeof ListTicketStatusesArgsSchema>): Promise<string>;
+export declare function listTicketPriorities(client: HaloPSAAPIClient, args: z.infer<typeof ListTicketPrioritiesArgsSchema>): Promise<string>;
+export declare function listTicketCategories(client: HaloPSAAPIClient, args: z.infer<typeof ListTicketCategoriesArgsSchema>): Promise<string>;
+export declare const listTicketTypesTool: ZodToolDefinition;
+export declare const getTicketTypeTool: ZodToolDefinition;
+export declare const listTicketStatusesTool: ZodToolDefinition;
+export declare const listTicketPrioritiesTool: ZodToolDefinition;
+export declare const listTicketCategoriesTool: ZodToolDefinition;
+export {};
+//# sourceMappingURL=ticket-reference-data.d.ts.map

package/dist/tools/ticket-reference-data.d.ts.map

@@ -0,0 +1 @@
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