sf-plugin-formula 1.0.1

package/README.md

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+# sf-plugin-formula
+
+[![NPM](https://img.shields.io/npm/v/sf-plugin-formula.svg?label=sf-plugin-formula)](https://www.npmjs.com/package/sf-plugin-formula) [![Downloads/week](https://img.shields.io/npm/dw/sf-plugin-formula.svg)](https://npmjs.org/package/sf-plugin-formula) [![License](https://img.shields.io/badge/License-BSD%203--Clause-brightgreen.svg)](https://raw.githubusercontent.com/salesforcecli/sf-plugin-formula/main/LICENSE.txt)
+
+# summary
+
+Evaluates a Salesforce formula against one or more records and returns the result for each.
+
+This extension is only possible because of the following awesome opensource projects:
+
+- [Formulon](https://github.com/leifg/formulon)
+- [SFDX Hardis](https://github.com/hardisgroupcom/sfdx-hardis)
+
+# description
+
+Evaluates a Salesforce formula against one or more records and returns the result for each.
+
+This command uses [Formulon](https://github.com/leifg/formulon) to parse and evaluate Salesforce formulas entirely offline, no org connection required.
+
+Key features:
+
+- **Multi-record evaluation:** Supply multiple records (each as a variable map) to evaluate the same formula against all of them in one shot.
+- **Inline or file input:** Provide the formula and records directly as CLI flags, or point to a JSON file that contains both.
+- **Error transparency:** Formulon errors (wrong argument count, type mismatches, etc.) are surfaced per record rather than aborting the whole run.
+
+### Input JSON file format
+
+When using \`--inputfile\`, the file must be a JSON object with the following shape:
+
+```json
+{
+  "formula": "IF(IsActive**c, Amount**c * 1.1, Amount**c)",
+  "records": [
+    {
+      "IsActive**c": { "type": "literal", "dataType": "checkbox", "value": true },
+      "Amount**c": { "type": "literal", "dataType": "number", "value": 200, "options": { "length": 6, "scale": 2 } }
+    },
+    {
+      "IsActive**c": { "type": "literal", "dataType": "checkbox", "value": false },
+      "Amount__c": { "type": "literal", "dataType": "number", "value": 150, "options": { "length": 6, "scale": 2 } }
+    }
+  ]
+}
+```
+
+Each entry in \`records\` is a map of **field API name → Formulon variable descriptor**.  
+The variable descriptor shape is:
+
+```json
+{
+"type": "literal",
+"dataType": "<text|number|checkbox|date|time|datetime|geolocation|null>",
+"value": <js-native-value>,
+"options": { }
+}
+```
+
+# flags.formula.summary
+
+Salesforce formula to evaluate.
+
+# flags.formula.description
+
+Ignored when --inputfile is provided.
+
+# flags.records.summary
+
+JSON array of record variable maps.
+
+# flags.records.description
+
+Each element represents one record. Ignored when --inputfile is provided.
+
+# flags.inputfile.summary
+
+Path to a JSON file containing "formula" and "records".
+
+# flags.inputfile.description
+
+When supplied, --formula and --records are ignored.
+
+# flags.debug.summary
+
+Activate debug mode (more logs)
+
+# examples
+
+- Run a formula without variables:
+
+  <%= config.bin %> <%= command.id %> --formula 'IF(TRUE, "Yes", "No")'
+
+- Run a formula with variables and multiple records:
+
+  <%= config.bin %> <%= command.id %> --formula 'Amount\_\_c \* 2' --records '[{"Amount**c":{"type":"literal" "dataType":"number","value":100,"options":{"length":6,"scale":2}}}]
+
+- Run a formula from a JSON file:
+
+  <%= config.bin %> <%= command.id %> --inputfile ./my-formula.json

package/lib/commands/formula/evaluate.d.ts

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+import { SfCommand } from '@salesforce/sf-plugins-core';
+import { AnyJson } from '@salesforce/ts-types';
+export default class FormulaEvaluate extends SfCommand<AnyJson> {
+    static readonly summary: string;
+    static readonly description: string;
+    static readonly examples: string[];
+    static readonly flags: {
+        formula: import("@oclif/core/interfaces").OptionFlag<string | undefined, import("@oclif/core/interfaces").CustomOptions>;
+        records: import("@oclif/core/interfaces").OptionFlag<string | undefined, import("@oclif/core/interfaces").CustomOptions>;
+        inputfile: import("@oclif/core/interfaces").OptionFlag<string | undefined, import("@oclif/core/interfaces").CustomOptions>;
+        debug: import("@oclif/core/interfaces").BooleanFlag<boolean>;
+    };
+    private static buildVariablePrompt;
+    private static coerceValue;
+    run(): Promise<AnyJson>;
+    private runInteractiveLoop;
+    private runJsonContent;
+    private evaluate;
+    private display;
+}

package/lib/commands/formula/evaluate.js

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+import { readFileSync } from 'node:fs';
+import { SfCommand, Flags } from '@salesforce/sf-plugins-core';
+import { extract } from '@steedos/formula';
+import c from 'chalk';
+import { Messages } from '@salesforce/core';
+import { uxLog, uxLogTable, prompts } from 'sfdx-hardis/plugin-api';
+import { evaluateFormulaForRecords, formatEvaluationSummary, summaryToJson, buildModelJson, } from '../../utils/formulaUtils.js';
+Messages.importMessagesDirectoryFromMetaUrl(import.meta.url);
+const messages = Messages.loadMessages('sf-plugin-formula', 'sf-plugin-formula.evaluate');
+export default class FormulaEvaluate extends SfCommand {
+    static summary = messages.getMessage('summary');
+    static description = messages.getMessage('description');
+    static examples = [messages.getMessage('examples')];
+    static flags = {
+        formula: Flags.string({
+            char: 'f',
+            summary: messages.getMessage('flags.formula.summary'),
+            description: messages.getMessage('flags.formula.description'),
+        }),
+        records: Flags.string({
+            char: 'r',
+            summary: messages.getMessage('flags.records.summary'),
+            description: messages.getMessage('flags.records.description'),
+        }),
+        inputfile: Flags.string({
+            char: 'x',
+            summary: messages.getMessage('flags.inputfile.summary'),
+            description: messages.getMessage('flags.inputfile.description'),
+        }),
+        debug: Flags.boolean({
+            char: 'd',
+            default: false,
+            summary: messages.getMessage('flags.debug.summary'),
+        }),
+    };
+    static buildVariablePrompt(varName, dataType) {
+        const base = {
+            name: varName,
+            description: `Value for the "${varName}" field (${dataType})`,
+            placeholder: '',
+        };
+        switch (dataType) {
+            case 'checkbox':
+                return {
+                    ...base,
+                    type: 'select',
+                    message: `Value for "${varName}" (checkbox)`,
+                    choices: [
+                        { title: 'TRUE', value: 'true' },
+                        { title: 'FALSE', value: 'false' },
+                    ],
+                };
+            case 'number':
+                return {
+                    ...base,
+                    type: 'text',
+                    message: `Value for "${varName}" (number)`,
+                    placeholder: '0',
+                    validate: (v) => (v?.trim() === '' || !isNaN(Number(v)) ? true : 'Please enter a valid number'),
+                };
+            case 'date':
+                return {
+                    ...base,
+                    type: 'text',
+                    message: `Value for "${varName}" (date: YYYY-MM-DD)`,
+                    placeholder: new Date().toISOString().slice(0, 10),
+                    validate: (v) => (/^\d{4}-\d{2}-\d{2}$/.test(v?.trim()) ? true : 'Use YYYY-MM-DD format'),
+                };
+            case 'datetime':
+                return {
+                    ...base,
+                    type: 'text',
+                    message: `Value for "${varName}" (datetime: ISO 8601)`,
+                    placeholder: new Date().toISOString(),
+                    validate: (v) => (!isNaN(Date.parse(v?.trim())) ? true : 'Enter a valid ISO 8601 datetime string'),
+                };
+            case 'time':
+                return {
+                    ...base,
+                    type: 'text',
+                    message: `Value for "${varName}" (time: HH:MM:SS)`,
+                    placeholder: '09:00:00',
+                    validate: (v) => (/^\d{2}:\d{2}(:\d{2})?$/.test(v?.trim()) ? true : 'Use HH:MM or HH:MM:SS format'),
+                };
+            case 'null':
+                return {
+                    ...base,
+                    type: 'confirm',
+                    message: `"${varName}" will be set to null. Confirm?`,
+                    initial: true,
+                };
+            default:
+                return {
+                    ...base,
+                    type: 'text',
+                    message: `Value for "${varName}" (text)`,
+                };
+        }
+    }
+    static coerceValue(raw, dataType) {
+        switch (dataType) {
+            case 'checkbox':
+                return raw === 'true' || raw === true;
+            case 'number':
+                return raw === '' || raw === undefined ? 0 : Number(raw);
+            case 'date':
+            case 'datetime':
+            case 'time':
+                return new Date(raw);
+            case 'null':
+                return null;
+            default:
+                return raw ?? '';
+        }
+    }
+    async run() {
+        const { flags } = await this.parse(FormulaEvaluate);
+        const debugMode = flags.debug ?? false;
+        let formula;
+        let records = null;
+        let lastSummary = null;
+        if (flags.inputfile) {
+            uxLog('log', this, c.grey(`Reading formula and records from ${flags.inputfile}…`));
+            const fileContent = readFileSync(flags.inputfile, 'utf-8');
+            const raw = JSON.parse(fileContent);
+            if (typeof raw?.formula !== 'string') {
+                throw new Error(`"formula" key (string) is required in ${flags.inputfile}`);
+            }
+            if (!Array.isArray(raw?.records)) {
+                throw new Error(`"records" key (array) is required in ${flags.inputfile}`);
+            }
+            formula = raw.formula;
+            records = raw.records;
+            lastSummary = this.evaluate(formula, records);
+            this.display(lastSummary, debugMode);
+            return summaryToJson(lastSummary);
+        }
+        if (flags.formula) {
+            formula = flags.formula;
+            if (flags.records) {
+                try {
+                    const parsed = JSON.parse(flags.records);
+                    if (!Array.isArray(parsed))
+                        throw new Error('--records must be a JSON array.');
+                    records = parsed;
+                }
+                catch (e) {
+                    throw new Error(`Failed to parse --records as JSON: ${e.message}`);
+                }
+            }
+            records = records ?? [{}];
+            lastSummary = this.evaluate(formula, records);
+            this.display(lastSummary, debugMode);
+            return summaryToJson(lastSummary);
+        }
+        const modeAnswer = await prompts({
+            type: 'select',
+            name: 'mode',
+            message: 'How do you want to evaluate the formula?',
+            description: 'Interactive mode lets you fill in values manually and repeat. JSON mode evaluates a set of records from a file.',
+            choices: [
+                { title: '✏️  [Interactive] fill in values manually (repeatable)', value: 'interactive' },
+                { title: '📄  [JSON format] evaluate a set of records from a JSON file', value: 'json' },
+            ],
+        });
+        if (modeAnswer.mode === 'json') {
+            lastSummary = await this.runJsonContent(debugMode);
+        }
+        else {
+            const formulaAnswer = await prompts({
+                type: 'text',
+                name: 'formula',
+                message: 'Enter the Salesforce formula to evaluate',
+                description: 'Example: IF(IsActive__c, Amount__c * 1.1, Amount__c)',
+                placeholder: 'IF(Active__c, "Yes", "No")',
+                validate: (v) => (v?.trim() ? true : 'Formula cannot be empty'),
+            });
+            formula = formulaAnswer.formula.trim();
+            const referencedVariables = extract(formula);
+            lastSummary = await this.runInteractiveLoop(formula, referencedVariables, debugMode);
+        }
+        return summaryToJson(lastSummary);
+    }
+    async runInteractiveLoop(formula, referencedVariables, debugMode) {
+        let summary = null;
+        let keepGoing = true;
+        let iterationCount = 0;
+        const evaluatedRecords = [];
+        while (keepGoing) {
+            iterationCount++;
+            uxLog('log', this, c.cyan(`\n[Evaluation ${iterationCount}]`));
+            const record = {};
+            if (referencedVariables.length > 0) {
+                for (const varName of referencedVariables) {
+                    // eslint-disable-next-line no-await-in-loop
+                    const typeAnswer = await prompts({
+                        type: 'select',
+                        name: 'dataType',
+                        message: `Data type for "${varName}"`,
+                        description: `Select the Salesforce field type that matches ${varName}`,
+                        choices: [
+                            { title: 'Text', value: 'text' },
+                            { title: 'Number', value: 'number' },
+                            { title: 'Checkbox', value: 'checkbox' },
+                            { title: 'Date', value: 'date' },
+                            { title: 'Time', value: 'time' },
+                            { title: 'Datetime', value: 'datetime' },
+                            { title: 'Picklist', value: 'picklist' },
+                            { title: 'MultiPicklist', value: 'multipicklist' },
+                            { title: 'Null', value: 'null' },
+                        ],
+                    });
+                    const dataType = typeAnswer.dataType;
+                    const varQuestion = FormulaEvaluate.buildVariablePrompt(varName, dataType);
+                    // eslint-disable-next-line no-await-in-loop
+                    const varAnswer = await prompts(varQuestion);
+                    const rawValue = varAnswer[varName];
+                    record[varName] = {
+                        type: 'literal',
+                        dataType,
+                        value: FormulaEvaluate.coerceValue(rawValue, dataType),
+                    };
+                }
+            }
+            else {
+                uxLog('log', this, c.grey('No field variables detected. Evaluating as a constant formula.'));
+            }
+            const iterationSummary = this.evaluate(formula, [record]);
+            evaluatedRecords.push(...iterationSummary.results);
+            const mergedResults = evaluatedRecords.map((r, idx) => ({
+                ...r,
+                recordIndex: idx,
+            }));
+            summary = {
+                ...iterationSummary,
+                results: mergedResults,
+                successCount: mergedResults.filter((r) => !r.isError).length,
+                errorCount: mergedResults.filter((r) => r.isError).length,
+            };
+            this.display(summary, debugMode);
+            // eslint-disable-next-line no-await-in-loop
+            const repeatAnswer = await prompts({
+                type: 'confirm',
+                name: 'repeat',
+                message: 'Evaluate again with different values?',
+                description: 'Select Yes to enter new variable values and re-evaluate the same formula.',
+                initial: false,
+            });
+            keepGoing = repeatAnswer.repeat === true;
+        }
+        return summary;
+    }
+    async runJsonContent(debugMode) {
+        const modelContent = JSON.stringify(buildModelJson("IF(MyField__c, 'Yes', 'No')"), null, 2);
+        const fileAnswer = await prompts({
+            type: 'text',
+            name: 'fileContent',
+            message: 'JSON content for multi-evaluation',
+            description: 'Edit the "records" array. Each field key maps to a formula variable. Supported dataType values: text | number | checkbox | date | time | datetime | geolocation | null',
+            placeholder: modelContent,
+            initial: modelContent,
+            validate: (v) => {
+                try {
+                    const parsed = JSON.parse(v);
+                    if (typeof parsed?.formula !== 'string')
+                        return '"formula" key (string) is required';
+                    if (!Array.isArray(parsed?.records))
+                        return '"records" key (array) is required';
+                    return true;
+                }
+                catch (_) {
+                    return 'Invalid JSON';
+                }
+            },
+        });
+        uxLog('log', this, c.grey('Reading records from JSON…'));
+        try {
+            const raw = JSON.parse(fileAnswer.fileContent);
+            const resolvedFormula = raw.formula;
+            const fileRecords = Array.isArray(raw?.records) ? raw.records : [];
+            if (fileRecords.length === 0) {
+                throw new Error('No records found. Make sure the JSON has a "records" array with at least one entry.');
+            }
+            const summary = this.evaluate(resolvedFormula, fileRecords);
+            this.display(summary, debugMode);
+            return summary;
+        }
+        catch (_) {
+            throw new Error('The JSON provided is invalid.');
+        }
+    }
+    evaluate(formula, records) {
+        uxLog('log', this, c.grey(`\nEvaluating formula against ${records.length} record(s)…`));
+        const normalizedRecords = records.map((record) => Object.fromEntries(Object.entries(record).map(([key, descriptor]) => [key, { ...descriptor, type: 'literal' }])));
+        return evaluateFormulaForRecords(formula, normalizedRecords);
+    }
+    display(summary, debugMode) {
+        const variableColumns = [...new Set(summary.results.flatMap((r) => Object.keys(r.variables)))];
+        const columns = [
+            'record',
+            ...variableColumns.map((v) => `${v}_type`),
+            ...variableColumns.map((v) => `${v}_value`),
+            'result_type',
+            'result_value',
+            'status',
+        ];
+        uxLog('success', this, c.green('Formula evaluation results'));
+        const tableRows = summary.results.map((r) => {
+            const row = {
+                record: `#${r.recordIndex + 1}`,
+            };
+            for (const varName of variableColumns) {
+                const varDescriptor = r.variables[varName];
+                row[`${varName}_type`] = varDescriptor?.dataType ?? '—';
+                row[`${varName}_value`] = varDescriptor !== undefined ? JSON.stringify(varDescriptor.value) : '-';
+            }
+            if (r.isError) {
+                const err = r.result;
+                row['result_type'] = err.errorType ?? 'error';
+                row['result_value'] = err.message ?? '';
+                row['status'] = 'ERROR';
+            }
+            else {
+                const lit = r.result;
+                row['result_type'] = lit.dataType ?? '';
+                row['result_value'] = JSON.stringify(lit.value);
+                row['status'] = 'OK';
+            }
+            return row;
+        });
+        uxLogTable(this, tableRows, columns);
+        if (summary.errorCount === 0) {
+            uxLog('action', this, c.green(`Formula evaluated successfully for all ${summary.successCount} record(s).`));
+        }
+        else {
+            uxLog('warning', this, c.yellow(`Evaluation complete: ${summary.successCount} succeeded, ${summary.errorCount} failed.`));
+        }
+        if (debugMode) {
+            uxLog('log', this, c.grey(formatEvaluationSummary(summary)));
+        }
+    }
+}
+//# sourceMappingURL=evaluate.js.map

package/lib/commands/formula/evaluate.js.map

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package/lib/index.d.ts

@@ -0,0 +1,2 @@
+declare const _default: {};
+export default _default;

package/lib/index.js

@@ -0,0 +1,2 @@
+export default {};
+//# sourceMappingURL=index.js.map

package/lib/index.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA,eAAe,EAAE,CAAC"}

package/lib/utils/formulaUtils.d.ts

@@ -0,0 +1,38 @@
+export type FormulaDataType = 'text' | 'number' | 'checkbox' | 'date' | 'time' | 'datetime' | 'geolocation' | 'null';
+export type FormulaVariable = {
+    type: 'literal';
+    dataType: FormulaDataType;
+    value: unknown;
+    options?: Record<string, unknown>;
+};
+export type FormulaVariableMap = Record<string, FormulaVariable>;
+export type FormulaLiteralResult = {
+    type: 'literal';
+    value: unknown;
+    dataType: FormulaDataType;
+    options?: Record<string, unknown>;
+};
+export type FormulaErrorResult = {
+    [key: string]: unknown;
+    type: 'error';
+    errorType: string;
+    message: string;
+};
+export type FormulaParseResult = FormulaLiteralResult | FormulaErrorResult;
+export type FormulaEvaluationResult = {
+    recordIndex: number;
+    variables: FormulaVariableMap;
+    result: FormulaParseResult;
+    isError: boolean;
+};
+export type FormulaEvaluationSummary = {
+    formula: string;
+    referencedVariables: string[];
+    results: FormulaEvaluationResult[];
+    successCount: number;
+    errorCount: number;
+};
+export declare function evaluateFormulaForRecords(formula: string, records: FormulaVariableMap[]): FormulaEvaluationSummary;
+export declare function formatEvaluationSummary(summary: FormulaEvaluationSummary): string;
+export declare function summaryToJson(summary: FormulaEvaluationSummary): Record<string, unknown>;
+export declare function buildModelJson(formula: string): Record<string, unknown>;

package/lib/utils/formulaUtils.js

@@ -0,0 +1,87 @@
+import { parse, extract } from '@steedos/formula';
+export function evaluateFormulaForRecords(formula, records) {
+    let referencedVariables = [];
+    try {
+        referencedVariables = extract(formula);
+    }
+    catch (_) {
+        // even if not parseable, we still want to return a structured error
+    }
+    const results = records.map((variables, recordIndex) => {
+        let isError = false;
+        let rawResult;
+        try {
+            rawResult = parse(formula, variables);
+            isError = rawResult.type === 'error';
+        }
+        catch (_) {
+            rawResult = {
+                type: 'error',
+                errorType: 'Unparsable formula',
+                message: "The formula couldn't be parsed.",
+            };
+            isError = true;
+        }
+        return { recordIndex, variables, result: rawResult, isError };
+    });
+    const errorCount = results.filter((r) => r.isError).length;
+    return {
+        formula,
+        referencedVariables,
+        results,
+        successCount: results.length - errorCount,
+        errorCount,
+    };
+}
+export function formatEvaluationSummary(summary) {
+    const lines = [];
+    lines.push(`Formula : ${summary.formula}`);
+    if (summary.referencedVariables.length > 0) {
+        lines.push(`Variables referenced: ${summary.referencedVariables.join(', ')}`);
+    }
+    lines.push(`Records evaluated : ${summary.results.length} (${summary.successCount} ok, ${summary.errorCount} errors)`);
+    lines.push('');
+    for (const r of summary.results) {
+        const prefix = `  [Record ${r.recordIndex + 1}]`;
+        if (r.isError) {
+            const err = r.result;
+            lines.push(`${prefix} ERROR:  ${err.errorType}: ${err.message}`);
+        }
+        else {
+            const lit = r.result;
+            lines.push(`${prefix} ${lit.dataType} → ${JSON.stringify(lit.value)}`);
+        }
+    }
+    return lines.join('\n');
+}
+export function summaryToJson(summary) {
+    return {
+        formula: summary.formula,
+        referencedVariables: summary.referencedVariables,
+        successCount: summary.successCount,
+        errorCount: summary.errorCount,
+        results: summary.results.map((r) => ({
+            recordIndex: r.recordIndex,
+            variables: r.variables,
+            isError: r.isError,
+            result: r.result,
+        })),
+    };
+}
+export function buildModelJson(formula) {
+    const placeholderRecord = {};
+    const referencedVariables = extract(formula);
+    for (const varName of referencedVariables) {
+        placeholderRecord[varName] = {
+            type: 'literal',
+            dataType: 'text',
+            value: '',
+            options: {},
+        };
+    }
+    return {
+        formula,
+        records: [placeholderRecord],
+    };
+}
+//# sourceMappingURL=formulaUtils.js.map

package/lib/utils/formulaUtils.js.map

@@ -0,0 +1 @@
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