attio-mcp 1.3.5 → 1.4.0

package/dist/services/update/UpdateOrchestrator.d.ts

@@ -0,0 +1,37 @@
+/**
+ * UpdateOrchestrator - Strategy pattern orchestration for updates
+ *
+ * Extracted from UniversalUpdateService to separate concerns.
+ * Delegates to resource-specific update strategies.
+ *
+ * @see Issue #984 - Modularize UniversalUpdateService (831→220 lines)
+ */
+import { UniversalResourceType } from '../../handlers/tool-configs/universal/types.js';
+import type { AttioRecord } from '../../types/attio.js';
+/**
+ * Context for update orchestration
+ */
+export interface UpdateContext {
+    /** Resource type being updated */
+    resourceType: UniversalResourceType;
+    /** ID of the record to update */
+    recordId: string;
+    /** Sanitized values to update */
+    sanitizedValues: Record<string, unknown>;
+    /** Optional object slug for records/deals */
+    objectSlug?: string;
+}
+/**
+ * UpdateOrchestrator - Delegates updates to resource-specific strategies
+ */
+export declare class UpdateOrchestrator {
+    /**
+     * Dispatch update to appropriate strategy based on resource type
+     *
+     * @param context - Update context with resource type, record ID, values, and options
+     * @returns Updated record from Attio API
+     * @throws Error if resource type is unsupported
+     */
+    static executeUpdate(context: UpdateContext): Promise<AttioRecord>;
+}
+//# sourceMappingURL=UpdateOrchestrator.d.ts.map

package/dist/services/update/UpdateOrchestrator.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/update/UpdateOrchestrator.js

@@ -0,0 +1,58 @@
+/**
+ * UpdateOrchestrator - Strategy pattern orchestration for updates
+ *
+ * Extracted from UniversalUpdateService to separate concerns.
+ * Delegates to resource-specific update strategies.
+ *
+ * @see Issue #984 - Modularize UniversalUpdateService (831→220 lines)
+ */
+import { UniversalResourceType } from '../../handlers/tool-configs/universal/types.js';
+import { debug } from '../../utils/logger.js';
+/**
+ * UpdateOrchestrator - Delegates updates to resource-specific strategies
+ */
+export class UpdateOrchestrator {
+    /**
+     * Dispatch update to appropriate strategy based on resource type
+     *
+     * @param context - Update context with resource type, record ID, values, and options
+     * @returns Updated record from Attio API
+     * @throws Error if resource type is unsupported
+     */
+    static async executeUpdate(context) {
+        const { resourceType, recordId, sanitizedValues, objectSlug } = context;
+        debug('UpdateOrchestrator', 'Dispatching update', {
+            resourceType,
+            recordId,
+            objectSlug,
+            fieldCount: Object.keys(sanitizedValues).length,
+        });
+        switch (resourceType) {
+            case UniversalResourceType.COMPANIES: {
+                const { CompanyUpdateStrategy } = await import('./strategies/CompanyUpdateStrategy.js');
+                return new CompanyUpdateStrategy().update(recordId, sanitizedValues, resourceType);
+            }
+            case UniversalResourceType.LISTS: {
+                const { ListUpdateStrategy } = await import('./strategies/ListUpdateStrategy.js');
+                return new ListUpdateStrategy().update(recordId, sanitizedValues, resourceType);
+            }
+            case UniversalResourceType.PEOPLE: {
+                const { PersonUpdateStrategy } = await import('./strategies/PersonUpdateStrategy.js');
+                return new PersonUpdateStrategy().update(recordId, sanitizedValues, resourceType);
+            }
+            case UniversalResourceType.RECORDS:
+            case UniversalResourceType.DEALS: {
+                const { RecordUpdateStrategy } = await import('./strategies/RecordUpdateStrategy.js');
+                return new RecordUpdateStrategy().update(recordId, sanitizedValues, resourceType, { objectSlug: objectSlug || 'records' });
+            }
+            case UniversalResourceType.TASKS: {
+                const { TaskUpdateStrategy } = await import('./strategies/TaskUpdateStrategy.js');
+                return new TaskUpdateStrategy().update(recordId, sanitizedValues, resourceType);
+            }
+            default: {
+                throw new Error(`Unsupported resource type for update: ${resourceType}`);
+            }
+        }
+    }
+}
+//# sourceMappingURL=UpdateOrchestrator.js.map

package/dist/services/update/UpdateOrchestrator.js.map

@@ -0,0 +1 @@
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package/dist/services/update/UpdateValidation.d.ts

@@ -11,7 +11,11 @@ export declare const UpdateValidation: {
     }>;
     fetchRecordForVerification(resourceType: UniversalResourceType, recordId: string): Promise<AttioRecord | null>;
     /**
-     * Check if a field name represents a status field (like deal stages)
+     * Check if a field is a status-type field (stage, status, etc.)
+     * Enhanced to recognize more status field variations (Issue #995)
+     *
+     * Uses exact matching and suffix patterns to avoid false positives
+     * from unrelated fields like "status_code" or "status_updated_at"
      */
     isStatusField(fieldName: string): boolean;
     /**

package/dist/services/update/UpdateValidation.d.ts.map

@@ -1 +1 @@
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package/dist/services/update/UpdateValidation.js

@@ -1,6 +1,6 @@
 import { FilterValidationError } from '../../errors/api-errors.js';
-import { shouldUseMockData } from '../create/index.js';
-import { UniversalUtilityService } from '../UniversalUtilityService.js';
+import { shouldUseMockData } from '../../services/create/index.js';
+import { UniversalUtilityService } from '../../services/UniversalUtilityService.js';
 import { getCompanyDetails } from '../../objects/companies/index.js';
 import { getListDetails } from '../../objects/lists.js';
 import { getPersonDetails } from '../../objects/people/basic.js';
@@ -45,7 +45,12 @@ export const UpdateValidation = {
             discrepancies: [],
             warnings: [],
         };
-        if (shouldUseMockData() || process.env.SKIP_FIELD_VERIFICATION === 'true') {
+        // Standardized environment variable (Issue #984 extension)
+        // SKIP_FIELD_VERIFICATION is deprecated, use ENABLE_FIELD_VERIFICATION=false instead
+        const skipVerification = shouldUseMockData() ||
+            process.env.ENABLE_FIELD_VERIFICATION === 'false' ||
+            process.env.SKIP_FIELD_VERIFICATION === 'true'; // Deprecated
+        if (skipVerification) {
             result.warnings.push('Field persistence verification skipped in test environment');
             return result;
         }
@@ -121,10 +126,21 @@ export const UpdateValidation = {
         }
     },
     /**
-     * Check if a field name represents a status field (like deal stages)
+     * Check if a field is a status-type field (stage, status, etc.)
+     * Enhanced to recognize more status field variations (Issue #995)
+     *
+     * Uses exact matching and suffix patterns to avoid false positives
+     * from unrelated fields like "status_code" or "status_updated_at"
      */
     isStatusField(fieldName) {
-        return fieldName === 'stage' || fieldName.includes('stage');
+        const lowerFieldName = fieldName.toLowerCase();
+        // Exact matches for canonical status fields
+        if (lowerFieldName === 'stage' || lowerFieldName === 'status') {
+            return true;
+        }
+        // Suffix patterns for common variations
+        // e.g., deal_stage, pipeline_stage, company_status, deal_status
+        return (lowerFieldName.endsWith('_stage') || lowerFieldName.endsWith('_status'));
     },
     /**
      * Handle null or undefined values
@@ -147,17 +163,33 @@ export const UpdateValidation = {
             return actualValue;
         }
         const firstItem = actualValue[0];
-        // Handle status fields (like deal stages) - they use 'status' property
-        if (this.isStatusField(fieldName) && firstItem?.status !== undefined) {
-            return actualValue.length === 1
-                ? firstItem.status
-                : actualValue.map((v) => v.status);
+        // Guard: only proceed with status/title logic if firstItem is an object
+        // and contains status or title properties
+        if (this.isStatusField(fieldName) &&
+            firstItem &&
+            typeof firstItem === 'object' &&
+            !Array.isArray(firstItem)) {
+            const firstItemObj = firstItem;
+            // Only use status/title extraction if the object actually has those properties
+            if ('status' in firstItemObj || 'title' in firstItemObj) {
+                const statusValue = firstItemObj.status ?? firstItemObj.title;
+                if (statusValue !== undefined) {
+                    return actualValue.length === 1
+                        ? statusValue
+                        : actualValue.map((v) => v.status ?? v.title);
+                }
+            }
         }
         // Handle regular value fields
-        if (firstItem?.value !== undefined) {
-            return actualValue.length === 1
-                ? firstItem.value
-                : actualValue.map((v) => v.value);
+        if (firstItem &&
+            typeof firstItem === 'object' &&
+            !Array.isArray(firstItem)) {
+            const firstItemObj = firstItem;
+            if (firstItemObj.value !== undefined) {
+                return actualValue.length === 1
+                    ? firstItemObj.value
+                    : actualValue.map((v) => v.value);
+            }
         }
         return actualValue;
     },

package/dist/services/update/UpdateValidation.js.map

@@ -1 +1 @@
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package/dist/services/value-transformer/index.d.ts

@@ -0,0 +1,57 @@
+/**
+ * Value Transformer Service
+ *
+ * Orchestrates automatic value transformations before API calls to prevent
+ * common LLM errors when creating/updating records.
+ *
+ * Transformations:
+ * - Status fields: "Demo Scheduling" → [{status: "uuid"}]
+ * - Multi-select fields: "Inbound" → ["Inbound"]
+ * - Record-reference fields: "uuid" → [{target_object: "X", target_record_id: "uuid"}] (Issue #997)
+ *
+ * @module services/value-transformer
+ */
+import { TransformContext, RecordTransformResult } from './types.js';
+import { clearStatusCache } from './status-transformer.js';
+import { clearSelectCache } from './select-transformer.js';
+import { UniversalResourceType } from '../../handlers/tool-configs/universal/types.js';
+export * from './types.js';
+export { clearStatusCache, clearSelectCache };
+/**
+ * Clear all transformer caches (useful for testing)
+ * @see Issue #984 - Now uses CachingService instead of local cache
+ */
+export declare function clearAllCaches(): void;
+/**
+ * Transform record values before API call
+ *
+ * @param recordData - The record data to transform
+ * @param context - Transformation context (resourceType, operation, recordId)
+ * @returns Transformed record data with transformation details
+ */
+export declare function transformRecordValues(recordData: Record<string, unknown>, context: TransformContext): Promise<RecordTransformResult>;
+/**
+ * Check if a record has fields that may need transformation
+ * (Quick check without actually fetching metadata)
+ *
+ * TRADE-OFF: This function is intentionally PERMISSIVE.
+ *
+ * Issue #992: We can't know which custom fields are multi-select without fetching
+ * metadata from the API. Rather than miss a multi-select field and cause an API
+ * error, we trigger transformation for any unknown string field.
+ *
+ * Issue #997: Record-reference fields also need transformation to format
+ * record IDs to [{target_object, target_record_id}] format.
+ *
+ * Implications:
+ * - Some fields will trigger transformation unnecessarily (false positives)
+ * - First request per resource type incurs metadata API call (then cached)
+ * - This is better than the alternative: silent failures on custom multi-selects
+ *
+ * Tuning levers if performance becomes an issue:
+ * - Expand `definitelyNotMultiSelect` with common text field patterns
+ * - Monitor false-positive rate via logging
+ * - Consider workspace-specific caching of field types
+ */
+export declare function mayNeedTransformation(recordData: Record<string, unknown>, resourceType: UniversalResourceType): boolean;
+//# sourceMappingURL=index.d.ts.map

package/dist/services/value-transformer/index.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/value-transformer/index.js

@@ -0,0 +1,326 @@
+/**
+ * Value Transformer Service
+ *
+ * Orchestrates automatic value transformations before API calls to prevent
+ * common LLM errors when creating/updating records.
+ *
+ * Transformations:
+ * - Status fields: "Demo Scheduling" → [{status: "uuid"}]
+ * - Multi-select fields: "Inbound" → ["Inbound"]
+ * - Record-reference fields: "uuid" → [{target_object: "X", target_record_id: "uuid"}] (Issue #997)
+ *
+ * @module services/value-transformer
+ */
+import { transformStatusValue, clearStatusCache, } from './status-transformer.js';
+import { transformMultiSelectValue } from './multi-select-transformer.js';
+import { transformSelectValue, clearSelectCache, } from './select-transformer.js';
+import { transformRecordReferenceValue, isCorrectRecordReferenceFormat, } from './record-reference-transformer.js';
+import { convertToMetadataMap } from '../../utils/metadata-utils.js';
+import { handleUniversalDiscoverAttributes } from '../../handlers/tool-configs/universal/shared-handlers.js';
+import { debug, error as logError, OperationType } from '../../utils/logger.js';
+import { CachingService } from '../../services/CachingService.js';
+import { DEFAULT_ATTRIBUTES_CACHE_TTL } from '../../constants/universal.constants.js';
+// Re-export types
+export * from './types.js';
+export { clearStatusCache, clearSelectCache };
+/**
+ * Clear all transformer caches (useful for testing)
+ * @see Issue #984 - Now uses CachingService instead of local cache
+ */
+export function clearAllCaches() {
+    CachingService.clearAttributesCache();
+    clearStatusCache();
+    clearSelectCache();
+}
+/**
+ * Get attribute metadata for a resource type with caching
+ * @see Issue #984 - Now uses CachingService with TTL and accepts provided metadata
+ */
+async function getAttributeMetadata(resourceType, providedMetadata) {
+    // Use provided metadata if available (avoid duplicate fetch)
+    if (providedMetadata && providedMetadata.size > 0) {
+        debug('value-transformer', 'Using pre-fetched metadata from parent', { resourceType, attributeCount: providedMetadata.size }, 'getAttributeMetadata', OperationType.DATA_PROCESSING);
+        return providedMetadata;
+    }
+    try {
+        // Use CachingService with TTL instead of local cache
+        const result = await CachingService.getOrLoadAttributes(async () => {
+            const schema = await handleUniversalDiscoverAttributes(resourceType);
+            return schema;
+        }, resourceType, undefined, DEFAULT_ATTRIBUTES_CACHE_TTL);
+        debug('value-transformer', 'Fetched attribute metadata', {
+            resourceType,
+            fromCache: result.fromCache,
+        }, 'getAttributeMetadata', OperationType.DATA_PROCESSING);
+        return convertToMetadataMap(result.data);
+    }
+    catch (err) {
+        logError('value-transformer', `Failed to fetch attribute metadata for ${resourceType}`, err);
+        return new Map();
+    }
+}
+// Note: convertToMetadataMap() moved to @/utils/metadata-utils.js (PR #1006 Phase 2.1)
+// This eliminates duplication between value-transformer and MetadataResolver
+/**
+ * Transform record values before API call
+ *
+ * @param recordData - The record data to transform
+ * @param context - Transformation context (resourceType, operation, recordId)
+ * @returns Transformed record data with transformation details
+ */
+export async function transformRecordValues(recordData, context) {
+    const transformations = [];
+    const warnings = [];
+    const transformedData = {};
+    // Get attribute metadata for this resource type
+    // Issue #984: Use provided metadata if available to avoid duplicate API fetch
+    const attributeMetadata = await getAttributeMetadata(context.resourceType, context.attributeMetadata);
+    debug('value-transformer', `Starting transformation for ${context.resourceType}`, {
+        operation: context.operation,
+        fieldCount: Object.keys(recordData).length,
+        knownAttributes: attributeMetadata.size,
+    }, 'transformRecordValues', OperationType.DATA_PROCESSING);
+    // Process each field
+    for (const [field, value] of Object.entries(recordData)) {
+        const attrMeta = attributeMetadata.get(field);
+        // If no metadata found, pass through unchanged
+        if (!attrMeta) {
+            transformedData[field] = value;
+            continue;
+        }
+        // Try status transformation
+        try {
+            const statusResult = await transformStatusValue(value, field, context, attrMeta);
+            if (statusResult.transformed) {
+                transformedData[field] = statusResult.transformedValue;
+                transformations.push({
+                    field,
+                    from: statusResult.originalValue,
+                    to: statusResult.transformedValue,
+                    type: 'status_title_to_id',
+                    description: statusResult.description || 'Status value transformed',
+                });
+                continue;
+            }
+        }
+        catch (err) {
+            // Status transformation threw an error (invalid value)
+            throw err;
+        }
+        // Try multi-select transformation
+        try {
+            const multiSelectResult = await transformMultiSelectValue(value, field, context, attrMeta);
+            if (multiSelectResult.transformed) {
+                transformedData[field] = multiSelectResult.transformedValue;
+                transformations.push({
+                    field,
+                    from: multiSelectResult.originalValue,
+                    to: multiSelectResult.transformedValue,
+                    type: 'multi_select_wrap',
+                    description: multiSelectResult.description || 'Multi-select value wrapped',
+                });
+                continue;
+            }
+        }
+        catch (err) {
+            // Multi-select transformation threw an error
+            throw err;
+        }
+        // Issue #1019: Try single-select transformation
+        try {
+            const selectResult = await transformSelectValue(value, field, context, attrMeta);
+            if (selectResult.transformed) {
+                transformedData[field] = selectResult.transformedValue;
+                transformations.push({
+                    field,
+                    from: selectResult.originalValue,
+                    to: selectResult.transformedValue,
+                    type: 'select_title_to_array',
+                    description: selectResult.description || 'Select value transformed',
+                });
+                continue;
+            }
+        }
+        catch (err) {
+            // Select transformation threw an error
+            throw err;
+        }
+        // Issue #997: Try record-reference transformation
+        try {
+            const refResult = await transformRecordReferenceValue(value, field, context, attrMeta);
+            if (refResult.transformed) {
+                transformedData[field] = refResult.transformedValue;
+                transformations.push({
+                    field,
+                    from: refResult.originalValue,
+                    to: refResult.transformedValue,
+                    type: 'record_reference_format',
+                    description: refResult.description || 'Record reference formatted',
+                });
+                continue;
+            }
+        }
+        catch (err) {
+            // Record-reference transformation threw an error
+            throw err;
+        }
+        // No transformation applied, pass through unchanged
+        transformedData[field] = value;
+        // Issue #992: Debug logging for false-positive measurement
+        // Helps evaluate if mayNeedTransformation() is triggering too often for non-multi-select fields
+        if (attrMeta && !attrMeta.is_multiselect && typeof value === 'string') {
+            debug('value-transformer', 'Non-multi-select string field passed through unchanged', {
+                field,
+                resourceType: context.resourceType,
+                attrType: attrMeta.type,
+            }, 'transformRecordValues', OperationType.DATA_PROCESSING);
+        }
+    }
+    // Log transformation summary
+    if (transformations.length > 0) {
+        debug('value-transformer', `Completed transformation`, {
+            transformationCount: transformations.length,
+            transformations: transformations.map((t) => ({
+                field: t.field,
+                type: t.type,
+            })),
+        }, 'transformRecordValues', OperationType.DATA_PROCESSING);
+    }
+    return {
+        data: transformedData,
+        transformations,
+        warnings,
+    };
+}
+/**
+ * Check if a record has fields that may need transformation
+ * (Quick check without actually fetching metadata)
+ *
+ * TRADE-OFF: This function is intentionally PERMISSIVE.
+ *
+ * Issue #992: We can't know which custom fields are multi-select without fetching
+ * metadata from the API. Rather than miss a multi-select field and cause an API
+ * error, we trigger transformation for any unknown string field.
+ *
+ * Issue #997: Record-reference fields also need transformation to format
+ * record IDs to [{target_object, target_record_id}] format.
+ *
+ * Implications:
+ * - Some fields will trigger transformation unnecessarily (false positives)
+ * - First request per resource type incurs metadata API call (then cached)
+ * - This is better than the alternative: silent failures on custom multi-selects
+ *
+ * Tuning levers if performance becomes an issue:
+ * - Expand `definitelyNotMultiSelect` with common text field patterns
+ * - Monitor false-positive rate via logging
+ * - Consider workspace-specific caching of field types
+ */
+export function mayNeedTransformation(recordData, resourceType) {
+    // Known status fields by resource type
+    const statusFields = {
+        deals: ['stage'],
+        tasks: ['status'],
+    };
+    // Issue #997: Known record-reference fields by resource type
+    const recordReferenceFields = {
+        people: ['company'],
+        deals: ['associated_company', 'associated_people'],
+        companies: ['main_contact'],
+    };
+    // Known multi-select fields (workspace-specific, so we check common patterns)
+    // Issue #992: Added 'channel' based on user feedback
+    const multiSelectIndicators = [
+        'categories',
+        'tags',
+        'types',
+        'lead_type',
+        'inbound_outbound',
+        'channel', // Added per Issue #992 feedback
+    ];
+    // Issue #997: Record-reference field name patterns
+    const recordReferenceIndicators = [
+        'company',
+        'person',
+        'people',
+        'contact',
+        'owner',
+        'assignee',
+        'associated_',
+    ];
+    // Fields that are definitely NOT multi-select (optimization to avoid unnecessary API calls)
+    const definitelyNotMultiSelect = [
+        'name',
+        'description',
+        'notes',
+        'email',
+        'phone',
+        'website',
+        'domain',
+        'address',
+        'title',
+        'content',
+        'id',
+        'record_id',
+    ];
+    const resourceKey = resourceType.toLowerCase();
+    const knownStatusFields = statusFields[resourceKey] || [];
+    const knownRefFields = recordReferenceFields[resourceKey] || [];
+    const isAlreadyNormalizedStatusArray = (value) => {
+        if (!Array.isArray(value) || value.length === 0)
+            return false;
+        const first = value[0];
+        if (!first || typeof first !== 'object' || Array.isArray(first))
+            return false;
+        return 'status' in first;
+    };
+    for (const field of Object.keys(recordData)) {
+        const value = recordData[field];
+        const fieldLower = field.toLowerCase();
+        // Skip null/undefined values - they don't need transformation
+        if (value === null || value === undefined) {
+            continue;
+        }
+        // Issue #997: Check if it's a known record-reference field that may need formatting
+        // Record-reference fields can be strings, objects, or arrays - all may need transformation
+        if (knownRefFields.includes(field)) {
+            // Only skip if already in correct format (uses shared helper to avoid duplication)
+            if (isCorrectRecordReferenceFormat(value)) {
+                continue; // Already in correct format
+            }
+            return true;
+        }
+        // Skip arrays for other checks - they don't need multi-select transformation
+        if (Array.isArray(value)) {
+            continue;
+        }
+        // Check if it's a known status field (deals.stage, tasks.status) that needs normalization
+        if (knownStatusFields.includes(field)) {
+            // Strings always need transformation (title → id)
+            if (typeof value === 'string')
+                return true;
+            // Accept already-normalized Attio array shape
+            if (isAlreadyNormalizedStatusArray(value))
+                continue;
+            // Any other non-null shape (object / legacy / wrong array) should trigger normalization
+            return true;
+        }
+        // Check if it matches known multi-select indicator patterns
+        if (multiSelectIndicators.some((indicator) => fieldLower.includes(indicator))) {
+            return true;
+        }
+        // Issue #997: Check if field name suggests record-reference
+        if (recordReferenceIndicators.some((indicator) => fieldLower.includes(indicator)) &&
+            (typeof value === 'string' || typeof value === 'object')) {
+            return true;
+        }
+        // Issue #992: For any string value on a field that's NOT definitely-not-multi-select,
+        // trigger transformation to let the actual metadata check determine if it's multi-select
+        if (typeof value === 'string' &&
+            !definitelyNotMultiSelect.some((safe) => fieldLower.includes(safe))) {
+            // This is a potential multi-select field - trigger full transformation
+            return true;
+        }
+    }
+    return false;
+}
+//# sourceMappingURL=index.js.map