tallyfy 1.0.2__tar.gz → 1.0.4__tar.gz

tallyfy-1.0.4/.github/workflows/build-whl.yml

@@ -0,0 +1,34 @@
+name: Build and Publish to PyPI
+
+on:
+  push:
+    tags:
+      - 'v*'
+  release:
+    types: [published]
+
+jobs:
+  build-and-publish:
+    runs-on: ubuntu-latest
+    
+    steps:
+    - uses: actions/checkout@v4
+    
+    - name: Set up Python
+      uses: actions/setup-python@v4
+      with:
+        python-version: '3.x'
+    
+    - name: Install dependencies
+      run: |
+        python -m pip install --upgrade pip
+        pip install build twine
+    
+    - name: Build package
+      run: python -m build
+    
+    - name: Publish to PyPI
+      env:
+        TWINE_USERNAME: __token__
+        TWINE_PASSWORD: ${{ secrets.PYPI_API_TOKEN }}
+      run: twine upload dist/*

{tallyfy-1.0.2 → tallyfy-1.0.4}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: tallyfy
-Version: 1.0.2
+Version: 1.0.4
 Summary: A comprehensive Python SDK for interacting with the Tallyfy API
 Home-page: https://github.com/tallyfy/tallyfy-sdk
 Author: Tallyfy
@@ -674,5 +674,5 @@ For bugs, feature requests, or questions:
 2. Contact us at: support@tallyfy.com
 ---
 
-**Version:** 1.0.2
+**Version:** 1.0.4
 **Last Updated:** 2025

{tallyfy-1.0.2/tallyfy → tallyfy-1.0.4}/README.md

@@ -630,5 +630,5 @@ For bugs, feature requests, or questions:
 2. Contact us at: support@tallyfy.com
 ---
 
-**Version:** 1.0.2
+**Version:** 1.0.4
 **Last Updated:** 2025

{tallyfy-1.0.2 → tallyfy-1.0.4}/pyproject.toml

@@ -4,9 +4,9 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "tallyfy"
-version = "1.0.2"
+version = "1.0.4"
 description = "A comprehensive Python SDK for interacting with the Tallyfy API"
-readme = "tallyfy/README.md"
+readme = "README.md"
 requires-python = ">=3.7"
 license = {text = "MIT"}
 authors = [

{tallyfy-1.0.2 → tallyfy-1.0.4}/setup.py

@@ -7,7 +7,7 @@ import os
 
 # Read the contents of README file
 this_directory = os.path.abspath(os.path.dirname(__file__))
-with open(os.path.join(this_directory, 'tallyfy', 'README.md'), encoding='utf-8') as f:
+with open('README.md', encoding='utf-8') as f:
     long_description = f.read()
 
 # Read version from __init__.py
@@ -17,7 +17,7 @@ def get_version():
         for line in f:
             if line.startswith('__version__'):
                 return line.split('=')[1].strip().strip('"').strip("'")
-    return '1.0.2'
+    return '1.0.4'
 
 setup(
     name='tallyfy',

{tallyfy-1.0.2 → tallyfy-1.0.4}/tallyfy/core.py

@@ -219,7 +219,11 @@ class TallyfySDK(BaseSDK):
     def get_template(self, org_id: str, template_id: Optional[str] = None, template_name: Optional[str] = None):
         """Get template by ID or name."""
         return self.templates.get_template(org_id, template_id, template_name)
-    
+
+    def get_all_templates(self, org_id: str):
+        """Get all templates by organization."""
+        return self.templates.get_all_templates(org_id)
+
     def update_template_metadata(self, org_id: str, template_id: str, **kwargs):
         """Update template metadata."""
         return self.templates.update_template_metadata(org_id, template_id, **kwargs)

{tallyfy-1.0.2 → tallyfy-1.0.4}/tallyfy/models.py

@@ -1062,7 +1062,7 @@ class TemplatesList:
     
     @classmethod
     def from_dict(cls, data: Dict[str, Any]) -> 'TemplatesList':
-        """Create TemplatesListResponse instance from dictionary"""
+        """Create TemplatesList instance from dictionary"""
         templates_data = data.get('data', [])
         templates = [Template.from_dict(template_data) for template_data in templates_data]
         

{tallyfy-1.0.2 → tallyfy-1.0.4}/tallyfy.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: tallyfy
-Version: 1.0.2
+Version: 1.0.4
 Summary: A comprehensive Python SDK for interacting with the Tallyfy API
 Home-page: https://github.com/tallyfy/tallyfy-sdk
 Author: Tallyfy
@@ -674,5 +674,5 @@ For bugs, feature requests, or questions:
 2. Contact us at: support@tallyfy.com
 ---
 
-**Version:** 1.0.2
+**Version:** 1.0.4
 **Last Updated:** 2025

tallyfy-1.0.4/tallyfy.egg-info/SOURCES.txt

@@ -0,0 +1,20 @@
+CHANGELOG.md
+LICENSE
+README.md
+pyproject.toml
+setup.py
+.github/workflows/build-whl.yml
+tallyfy/BUILD.md
+tallyfy/__init__.py
+tallyfy/core.py
+tallyfy/form_fields_management.py
+tallyfy/models.py
+tallyfy/task_management.py
+tallyfy/template_management.py
+tallyfy/user_management.py
+tallyfy.egg-info/PKG-INFO
+tallyfy.egg-info/SOURCES.txt
+tallyfy.egg-info/dependency_links.txt
+tallyfy.egg-info/not-zip-safe
+tallyfy.egg-info/requires.txt
+tallyfy.egg-info/top_level.txt

tallyfy-1.0.2/.cursor/rules/mcp-server-development.mdc

@@ -1,280 +0,0 @@
-# MCP Server Development Rules for Cursor
-
-This file provides Cursor IDE with essential context for developing the MCP Server repository.
-
-## Project Context
-
-This is a **Model Context Protocol (MCP) WebSocket Server** that enables multi-user access to Tallyfy workflow automation. The repository solves MCP's fundamental limitation of not supporting multi-user scenarios by implementing a session-based proxy layer.
-
-### Core Architecture
-- **MCP Server** (`/server`): FastMCP 2.9.0-based server with 40+ tools
-- **WebSocket Host** (`/host`): Multi-user session management
-- **Tallyfy SDK** (`/tallyfy`): Workflow automation integration
-
-## Coding Standards
-
-### Python Style Guide
-- **Formatting**: Use Black with 88-character line length
-- **Type Hints**: Required for all functions (Python 3.7+ compatibility)
-- **Docstrings**: NumPy style for all public functions
-- **Imports**: Group by standard library, third-party, local imports
-
-### Tool Development Pattern
-```python
-@mcp.tool()
-async def tool_name(api_key: str, org_id: str, other_params...):
-    """
-    Tool description following NumPy convention.
-    
-    Parameters
-    ----------
-    api_key : str
-        Tallyfy API key for authentication
-    org_id : str
-        Organization identifier
-        
-    Returns
-    -------
-    dict
-        Tool operation result
-        
-    Raises
-    ------
-    TallyfyError
-        When API operation fails
-    """
-    try:
-        with TallyfySDK(api_key=api_key) as sdk:
-            result = sdk.method(org_id, other_params)
-            return result
-    except TallyfyError as e:
-        logger.error(f"Tallyfy API error: {e}")
-        raise
-```
-
-### Session Management Patterns
-```python
-# Always validate credentials before storing
-def set_credentials(self, session_id: str, api_key: str, org_id: str) -> bool:
-    try:
-        sdk = TallyfySDK(api_key)
-        user_info = sdk.users.get_current_user_info(org_id)
-        if user_info:
-            # Store credentials only after verification
-            session.api_key = api_key
-            session.org_id = org_id
-            return True
-    except TallyfyError:
-        return False
-    finally:
-        if sdk:
-            sdk.close()
-```
-
-## Dependencies & Imports
-
-### Required Headers for Tallyfy API
-```python
-headers = {
-    "Authorization": f"Bearer {api_key}",
-    "X-Tallyfy-Client": "APIClient",  # MANDATORY
-    "Content-Type": "application/json"
-}
-```
-
-### Core Dependencies
-- `fastmcp==2.9.0`: MCP server framework
-- `anthropic==0.52.2`: Claude API integration  
-- `websockets==11.0.3`: Real-time communication
-- `tallyfy==1.0.2`: Workflow automation SDK
-- `PyJWT>=2.8.0`: JWT token handling
-
-## Error Handling Requirements
-
-### Tallyfy API Errors
-```python
-try:
-    # API operation
-    pass
-except TallyfyError as e:
-    logger.error(f"Tallyfy API error: {e}")
-    raise TallyfyError(f"Operation failed: {e}")
-except Exception as e:
-    logger.error(f"Unexpected error: {e}")
-    raise Exception(f"Unexpected error: {e}")
-```
-
-### WebSocket Error Handling
-- Always gracefully handle connection cleanup
-- Preserve session state on temporary disconnections
-- Log errors with appropriate context
-- Use structured error responses
-
-## Security Requirements
-
-### Critical Security Patterns
-1. **Credential Isolation**: Never share credentials between sessions
-2. **Input Validation**: Sanitize all user inputs before processing
-3. **Session Security**: Use UUID-based session IDs (not in URLs)
-4. **Memory-Only Storage**: No persistent credential storage
-
-### MCP Security Vulnerabilities to Avoid
-- **Prompt Injection**: Validate all tool invocations with user approval
-- **Tool Poisoning**: Monitor for changes in tool definitions
-- **Command Injection**: Sanitize all inputs passed to system commands
-- **Cross-Session Leakage**: Ensure session isolation
-
-## File Structure & Organization
-
-### Tool Categories
-- `user_management.py`: Organization members, invitations, permissions
-- `task_management.py`: Task operations, NLP date extraction
-- `process_management.py`: Workflow instance management
-- `template_management.py`: Blueprint operations, health analysis
-- `form_fields.py`: Dynamic field creation and validation
-- `search.py`: Universal search with filtering
-- `automation.py`: Conditional rules and optimization
-
-### Key Configuration Files
-- `server/requirements.txt`: MCP server dependencies
-- `host/requirements.txt`: WebSocket server dependencies
-- `pyproject.toml`: Package configuration and metadata
-- `.github/workflows/`: Deployment automation
-
-## Development Workflow
-
-### Running the System
-```bash
-# Start MCP server (port 9000)
-python -m server.server
-
-# Start WebSocket server (port 8765) 
-python run_websocket_server.py --debug
-```
-
-### Code Quality Checks
-```bash
-# Format code
-black . --line-length 88
-
-# Type checking
-mypy . --python-version 3.7
-
-# Linting
-flake8 .
-```
-
-### Environment Setup
-```bash
-# Required environment variables
-export ANTHROPIC_API_KEY="sk-ant-api03-..."
-export TALLYFY_API_KEY="fallback-key"
-export TALLYFY_ORG_ID="fallback-org"
-```
-
-## Common Patterns
-
-### Date Extraction
-```python
-from tools.date_utils import DateExtractor
-
-date_extractor = DateExtractor()
-extracted_info = date_extractor.extract_task_info(user_text)
-```
-
-### User Resolution
-```python
-def resolve_user_ids(org_id: str, api_key: str, user_names: List[str]) -> List[int]:
-    with TallyfySDK(api_key=api_key) as sdk:
-        users = sdk.get_organization_users_list(org_id)
-        # Resolution logic
-        return resolved_ids
-```
-
-### WebSocket Message Handling
-```python
-async def handle_message(self, websocket: WebSocketServerProtocol, message: str):
-    try:
-        data = json.loads(message)
-        message_type = data.get("type", "query")
-        
-        if message_type == "auth":
-            await self.handle_auth_message(websocket, session_id, data)
-        elif message_type == "query":
-            await self.handle_query_message(websocket, session_id, data.get("content"))
-    except Exception as e:
-        await self.send_error_response(websocket, str(e))
-```
-
-## Performance Considerations
-
-### Connection Management
-- Implement heartbeat with 30s ping interval, 10s timeout
-- Clean up inactive sessions every 5 minutes
-- Use connection pooling for Tallyfy SDK instances
-
-### Memory Management
-- Scope conversation history to sessions
-- Implement periodic cleanup of abandoned sessions
-- Use efficient JSON parsing and response caching
-
-## Testing Guidelines
-
-### Integration Testing
-- Test WebSocket connection lifecycle
-- Validate session management and isolation
-- Verify Tallyfy API integration
-- Test error handling scenarios
-
-### Manual Testing
-```bash
-# Test WebSocket connection
-# Open ui/index.html in browser
-# Connect to ws://localhost:8765
-# Authenticate with valid Tallyfy credentials
-```
-
-## Deployment Context
-
-### Production Environment
-- **Target**: DigitalOcean droplet (143.198.69.152)
-- **Ports**: 9000 (MCP), 8765 (WebSocket)
-- **Transport**: HTTP-SSE and stdio support
-- **Deployment**: GitHub Actions automated pipeline
-
-### Repository Relationships
-This repository is part of Tallyfy's ecosystem:
-- `api-v2/`: Laravel-based main API
-- `client/`: Angular frontend application
-- `documentation/`: User documentation
-- `cloudflare-workers/`: Edge computing services
-
-## Common Issues & Solutions
-
-### Multi-User MCP Challenge
-Problem: MCP doesn't support multi-user by default
-Solution: Session-based proxy layer with credential isolation
-
-### Authentication Failures
-- Verify `X-Tallyfy-Client` header is included
-- Check API key validity with Tallyfy API
-- Ensure org_id is accessible to the user
-
-### Session Management Issues
-- Monitor session timeout (60 minutes)
-- Check for proper credential cleanup
-- Verify session ID uniqueness
-
-### WebSocket Connection Problems
-- Check port availability (8765)
-- Verify MCP server is running (port 9000)
-- Monitor connection health with ping/pong
-
-## Documentation References
-
-- FastMCP: https://gofastmcp.com/
-- MCP Specification: https://modelcontextprotocol.io/
-- Tallyfy API: https://go.tallyfy.com/api
-- Repository Issues: 3 tracked issues in GitHub
-
-Remember: This codebase implements a critical solution to MCP's multi-user limitation through sophisticated session management and security isolation.

tallyfy-1.0.2/.github/workflows/deploy-host.yml

@@ -1,26 +0,0 @@
-name: Build & Deploy to instance
-
-
-on:
-  push:
-    branches: [ "main" ]
-    paths:
-      - .github/workflows/deploy-host.yml
-      - host/**
-
-jobs:
-  build-deploy-host:
-    runs-on: ubuntu-latest
-    steps:
-    - uses: actions/checkout@v3
-    - name: SSH config
-      uses: shimataro/ssh-key-action@v2.5.0
-      with:
-        key:  ${{ secrets.SSH_PRIVATE_KEY }}
-        known_hosts: ${{ secrets.SSH_HOST }}
-    - name: Deploy
-      run: |
-          scp -v -rp host/* root@143.198.69.152:/home/mcp-host
-    - name: Build
-      run: |
-          ssh root@143.198.69.152 "cd /home/mcp-host && docker compose build && docker compose down && docker compose up -d"

tallyfy-1.0.2/.github/workflows/deploy-server.yml

@@ -1,26 +0,0 @@
-name: Build & Deploy to instance
-
-
-on:
-  push:
-    branches: [ "main" ]
-    paths:
-      - .github/workflows/deploy-server.yml
-      - server/**
-
-jobs:
-  build-deploy-server:
-    runs-on: ubuntu-latest
-    steps:
-    - uses: actions/checkout@v3
-    - name: SSH config
-      uses: shimataro/ssh-key-action@v2.5.0
-      with:
-        key:  ${{ secrets.SSH_PRIVATE_KEY }}
-        known_hosts: ${{ secrets.SSH_HOST }}
-    - name: Deploy
-      run: |
-          scp -v -rp server/* root@143.198.69.152:/home/mcp-server
-    - name: Build
-      run: |
-          ssh root@143.198.69.152 "cd /home/mcp-server && docker compose build && docker compose down && docker compose up -d"