diff --git a/.github/scripts/http-e2e.sh b/.github/scripts/http-e2e.sh index cb86412ab48..6cc7424a6ff 100755 --- a/.github/scripts/http-e2e.sh +++ b/.github/scripts/http-e2e.sh @@ -164,7 +164,11 @@ case "$group" in export NEXT_PUBLIC_CHAT_DISABLED=true export SIM_LINKS=true export PEOPLE=true + export CRON_SECRET=people-directory-sync-local-e2e-secret + start_browser_install people chromium start_app scim 3017 SCIM record-http-status + wait_for_browsers + export PEOPLE_E2E_SCREENSHOT_DIR="$report_dir/people-ui-report.json.artifacts" SCIM_E2E_BASE_URL="$local_app_url" \ SCIM_E2E_DATABASE_URL="$DATABASE_URL" \ SCIM_E2E_AUTH_SECRET="$BETTER_AUTH_SECRET" \ diff --git a/apps/docs/content/docs/search/meta.json b/apps/docs/content/docs/search/meta.json index 66eea5c9a92..7682fb5c4be 100644 --- a/apps/docs/content/docs/search/meta.json +++ b/apps/docs/content/docs/search/meta.json @@ -6,6 +6,7 @@ "find-content", "ask-questions", "sim-links", + "!people", "troubleshooting", "---Connect sources---", "connect-your-account", diff --git a/apps/docs/content/docs/search/people.mdx.draft b/apps/docs/content/docs/search/people.mdx.draft new file mode 100644 index 00000000000..72a2fd02ffb --- /dev/null +++ b/apps/docs/content/docs/search/people.mdx.draft @@ -0,0 +1,86 @@ +--- +title: People +description: Find colleagues, explore reporting lines, and keep your directory in sync +--- + +Open **People** in the organization sidebar to find a colleague or see who reports to whom. People appears when your organization has the feature enabled and you have access to its member directory. Organization owners and admins can also edit and import profiles. + +## Explore the org chart + +The chart opens at **My position**. Your manager appears above you and your direct reports appear below you. Select another person’s card to center the chart on them. To see their peers, select their manager and browse that manager’s direct reports. + +- Use **Find a person** to jump to someone by name, title, or email. +- Select a name in the reporting path to move up the chain. Select the organization name to browse top-level teams. +- Use the report arrows to page through a large team. Use the zoom controls or **Fit chart** to bring the current branch back into view. +- Select the profile arrow on a card to open that person’s details. **View in org chart** centers the chart on them. To share that position with another organization member, copy the page URL. + +When no reporting lines have been recorded, an admin can connect a directory, import people, or add a manager to a profile. If just one person has no reporting lines, their profile remains available, and **Explore a team** opens a connected branch. + +## Find and edit a profile + +Switch to **Directory** to search by name, email, title, department, or location. Use **Filter → Department** to narrow the list. Select a row to open the person’s profile, including their email, department, location, start date, managers, and direct reports. + +Profiles managed by a directory show their source. Change their information in that directory. To update a manually managed profile as an admin, select **Edit**, change the fields, and select **Save**. To change a reporting line, choose an active member of the same organization as the manager. Sim rejects self-reporting and reporting loops. Suspended members are hidden from the directory and chart. + +## Keep People in sync + +An organization admin can open **People → Directory sync** and connect one authoritative directory. Use sync when you want future hires, team moves, manager changes, and departures to appear automatically. + +| Source | How to connect | +| --- | --- | +| **SCIM provisioning** | Enable your organization's [SCIM provisioning connection](/platform/enterprise/scim), then select it in People. Map core `title`, enterprise `department`, and enterprise `manager.value`. The manager value is the manager's SCIM resource ID in the same connection. | +| **Okta** | Enter your Okta organization domain and an API token that can read all intended users. Sim reads active users and resolves managers using the Okta user ID in `profile.managerId`. | +| **Microsoft Entra ID** | In your Microsoft commercial-cloud tenant, register an application, grant Microsoft Graph the **application** permission `User.Read.All`, and obtain admin consent. Enter the tenant ID, application (client) ID, and client secret **value**. Sim obtains a fresh access token for each sync and reads direct reports to build the chart. | + +Select **Connect and sync** to run the first refresh. Sim stores the Okta token or Entra client secret encrypted. Use **Update credentials** to rotate them for the same directory. + +### Who appears + +Okta and Entra can include colleagues who have never signed in to Sim. Directory-only people have profiles and reporting lines, including links to managers who also have no account. Appearing in People grants no login, membership, workspace access, or seat. If someone later joins this organization with the same email address, People shows a single profile. Suspended Sim members are hidden. SCIM uses the people already provisioned through the connected Sim provisioning service. Its account provisioning and deprovisioning rules still apply. + +The directory controls the name, title, department, and reporting line of the people it supplies. Okta and Entra also supply location. SCIM uses an address marked as a work address when one is available. Correct these fields in the source. Removing a manager upstream clears the source reporting line. An active person whose manager is absent from the directory appears without that manager. When an entry leaves the source, its directory-only profile disappears. An active Sim member can still appear with their manually recorded profile. + +### Check a sync or recover from a failure + +**Directory sync** shows when the last refresh succeeded and when the next one is due. Okta and Entra refresh hourly. A large directory can take several scheduler passes. The status shows the number of users read and whether Sim is reading people, resolving reporting lines, or publishing. **Sync now** starts a refresh. **Continue sync** processes more of an unfinished refresh. The scheduler checks every five minutes. + +People keeps the last published chart visible until the full replacement passes validation. If a provider asks Sim to slow down, the status shows when the next attempt is allowed. Sim keeps its place and resumes from the last completed page. A refresh still unfinished after seven days restarts from the source on its next eligible run. An empty directory removes its entries only after a successful refresh. + +SCIM user changes queue a refresh for the next scheduler pass, including changes that arrive while a refresh is running. Sim reads locally provisioned profiles together and publishes their reporting lines in one update. When SCIM deactivates or removes someone, their directory-managed profile is hidden immediately. + +After a failure, check the status for the cause. Correct invalid or duplicate email addresses and reporting loops in the source. Check credentials and directory permissions for an access failure. The status shows when Sim will retry automatically. After correcting a source error you can select **Retry sync** immediately. For a provider cooldown, the button becomes available when the cooldown ends. + +To stop syncing, select **Disconnect**. This removes directory-only profiles and source-managed details. Existing Sim members and their manual profile data remain. Disconnect the current source before changing providers or tenants. + +For self-hosted deployments, enable the cron service in Helm or Docker Compose. If you manage schedules yourself, call `GET /api/cron/people-directory-sync` every five minutes with your configured `CRON_SECRET` as a bearer token. + +## Run a one-time import + +Open **People → Import** and choose a source. Sim matches people to existing active members of this organization by email. Importing updates profile details and reporting lines. Membership and workspace access are managed separately. Use **Directory sync** to include people without Sim accounts or keep future changes up to date. + +| Source | What you need | +| --- | --- | +| **Okta** | Your Okta organization domain, such as `example.okta.com`, and an API token with permission to read users. Sim reads active users and resolves managers from `profile.managerId`. | +| **Microsoft Entra ID** | A Microsoft Graph access token for a work or school account in the Microsoft commercial cloud, with delegated `User.Read.All` permission. Sim reads enabled users and their managers. | +| **SCIM provisioning** | An active [provisioning connection](/platform/enterprise/scim) with accounts already provisioned to Sim. Map core `title`, enterprise `department`, and enterprise `manager.value`. The manager value must be the manager’s SCIM User resource ID in the same connection. | +| **Spreadsheet** | A CSV, TSV, or Excel file with an email column and at least one profile field. Use **Template** for the supported column names. | + +Select **Preview import**, or choose a spreadsheet to preview it. Review the counts and warnings before selecting **Import**. Skipped rows make no changes. If a provider supplies the same email for two accounts, Sim skips both. If a manager cannot be matched, or a proposed reporting line would create a loop, Sim keeps the current manager and can still update other fields. + +Okta and Entra tokens are used for the current import. If Okta, Entra, or provisioned SCIM profile data changes between preview and import, Sim asks you to preview again. Run another import when you want to bring in later directory changes. Missing or empty provider fields preserve the values already in Sim. To clear an old manager, edit the profile or use a spreadsheet. + +## Prepare a spreadsheet + +Put the headers in the first row of the first worksheet. For example, this file updates two members and sets Alina as Rowan’s manager. Replace the sample emails with your members’ addresses. + +```csv +email,title,department,manager_email +alina@example.com,Engineering Manager,Engineering, +rowan@example.com,Product Engineer,Engineering,alina@example.com +``` + +Include only the columns you intend to update. A blank cell in an included column clears the existing value. In the example, the blank manager cell removes Alina’s manager. Omit the entire column to preserve that field for every row. + +The importer also recognizes `mail` and `userPrincipalName` from Entra and `email` and `login` from Okta. It falls back to the sign-in address when the primary email cell is blank. Use `YYYY-MM-DD` for a start date. + +Files can be up to 5 MiB, with at most 100 named columns and 10,000 data rows. The 10,000-row limit applies to one-time imports. Use **Directory sync** for a larger provider directory, or split a spreadsheet into smaller files and preview each one separately. diff --git a/apps/sim/app/api/cron/people-directory-sync/route.ts b/apps/sim/app/api/cron/people-directory-sync/route.ts new file mode 100644 index 00000000000..7803ede5e0f --- /dev/null +++ b/apps/sim/app/api/cron/people-directory-sync/route.ts @@ -0,0 +1,16 @@ +import { type NextRequest, NextResponse } from 'next/server' +import { sweepPeopleDirectoriesContract } from '@/lib/api/contracts/people-sync-cron' +import { parseRequest } from '@/lib/api/server' +import { verifyCronAuth } from '@/lib/auth/internal' +import { withRouteHandler } from '@/lib/core/utils/with-route-handler' +import { syncDueDirectories } from '@/lib/people/sync/runner' + +export const maxDuration = 300 + +export const GET = withRouteHandler(async (request: NextRequest) => { + const authError = verifyCronAuth(request, 'People directory synchronization') + if (authError) return authError + const parsed = await parseRequest(sweepPeopleDirectoriesContract, request, {}) + if (!parsed.success) return parsed.response + return NextResponse.json(await syncDueDirectories()) +}) diff --git a/apps/sim/app/api/organizations/[id]/people/[memberId]/route.ts b/apps/sim/app/api/organizations/[id]/people/[memberId]/route.ts index 1b0a8d35a54..71079982528 100644 --- a/apps/sim/app/api/organizations/[id]/people/[memberId]/route.ts +++ b/apps/sim/app/api/organizations/[id]/people/[memberId]/route.ts @@ -21,7 +21,12 @@ export const GET = defineInternalJsonRoute({ operation: getPerson.operation, useCase: getPerson, mapInput: ({ params }) => ({ organizationId: params.id, memberId: params.memberId }), - present: ({ person, chain, reports }) => ({ person: presentPerson(person), chain, reports }), + present: ({ person, chain, reports, totalReports }) => ({ + person: presentPerson(person), + chain, + reports, + totalReports, + }), }) export const PUT = defineInternalJsonRoute({ diff --git a/apps/sim/app/api/organizations/[id]/people/chart/route.ts b/apps/sim/app/api/organizations/[id]/people/chart/route.ts new file mode 100644 index 00000000000..9880a7909cd --- /dev/null +++ b/apps/sim/app/api/organizations/[id]/people/chart/route.ts @@ -0,0 +1,21 @@ +import { getPeopleChartContract } from '@/lib/api/contracts/people' +import { presentPerson } from '@/lib/api/server/people-presenters' +import { + defineInternalJsonRoute, + internalOrchestrationErrorPolicy, + internalRateLimits, + internalSessionAuth, +} from '@/lib/api/server/routes' +import { getPeopleChart } from '@/lib/people/application/use-cases' + +export const GET = defineInternalJsonRoute({ + contract: getPeopleChartContract, + operation: getPeopleChart.operation, + useCase: getPeopleChart, + auth: internalSessionAuth, + rateLimit: internalRateLimits.user({ bucketName: 'people' }), + errorPolicy: internalOrchestrationErrorPolicy, + staticResponseHeaders: { 'Cache-Control': 'private, no-store' }, + mapInput: ({ params, query }) => ({ organizationId: params.id, ...query }), + present: ({ person, ...branch }) => ({ ...branch, person: presentPerson(person) }), +}) diff --git a/apps/sim/app/api/organizations/[id]/people/departments/route.ts b/apps/sim/app/api/organizations/[id]/people/departments/route.ts index 8aa92682b86..620f0018798 100644 --- a/apps/sim/app/api/organizations/[id]/people/departments/route.ts +++ b/apps/sim/app/api/organizations/[id]/people/departments/route.ts @@ -1,4 +1,6 @@ import { listDepartmentsContract } from '@/lib/api/contracts/people' +import { cursorRoute, cursorScopeKey } from '@/lib/api/cursor-binding' +import { departmentFilterKey } from '@/lib/api/server/people-presenters' import { defineInternalJsonRoute, internalOrchestrationErrorPolicy, @@ -6,6 +8,13 @@ import { internalSessionAuth, } from '@/lib/api/server/routes' import { listDepartments } from '@/lib/people/application/use-cases' +import { cursorSortKey, decodeOffsetCursor, encodeOffsetCursor } from '@/app/api/v2/lib/response' + +const SORT = cursorSortKey('department', 'asc') + +function scope(id: string, search?: string) { + return cursorScopeKey(cursorRoute(listDepartmentsContract, { id }), { search }) +} export const GET = defineInternalJsonRoute({ contract: listDepartmentsContract, @@ -15,6 +24,19 @@ export const GET = defineInternalJsonRoute({ rateLimit: internalRateLimits.user({ bucketName: 'people' }), errorPolicy: internalOrchestrationErrorPolicy, staticResponseHeaders: { 'Cache-Control': 'private, no-store' }, - mapInput: ({ params }) => ({ organizationId: params.id }), - present: (departments) => ({ departments }), + mapInput: ({ params, query }) => ({ + organizationId: params.id, + search: query.search, + offset: decodeOffsetCursor(query.cursor, SORT, scope(params.id, query.search)), + }), + present: ({ data, nextOffset }, { input }) => ({ + departments: data.map((department) => ({ + ...department, + departmentKey: departmentFilterKey(department.name), + })), + nextCursor: + nextOffset === null + ? null + : encodeOffsetCursor(SORT, scope(input.organizationId, input.search), nextOffset), + }), }) diff --git a/apps/sim/app/api/organizations/[id]/people/route.ts b/apps/sim/app/api/organizations/[id]/people/route.ts index 2baa4032bff..6b3f4605792 100644 --- a/apps/sim/app/api/organizations/[id]/people/route.ts +++ b/apps/sim/app/api/organizations/[id]/people/route.ts @@ -11,8 +11,19 @@ import { listPeople } from '@/lib/people/application/use-cases' import { readSortedCursor, writeSortedCursor } from '@/app/api/v2/lib/response' /** A cursor resumes only the list it came from: the same organization, search, and department. */ -function cursorScope(id: string, search: string | undefined, department: string | undefined) { - return cursorScopeKey(cursorRoute(listPeopleContract, { id }), { search, department }) +function cursorScope( + id: string, + search: string | undefined, + department: string | undefined, + departmentKey: string | undefined, + scope?: 'roots' | 'members' +) { + return cursorScopeKey(cursorRoute(listPeopleContract, { id }), { + search, + department, + departmentKey, + scope, + }) } export const GET = defineInternalJsonRoute({ @@ -27,20 +38,29 @@ export const GET = defineInternalJsonRoute({ organizationId: params.id, search: query.search, department: query.department, + departmentKey: query.departmentKey, + scope: query.scope, cursorKeys: readSortedCursor( query.cursor, 'name', 'asc', - cursorScope(params.id, query.search, query.department) + cursorScope(params.id, query.search, query.department, query.departmentKey, query.scope) ), }), - present: ({ data, nextCursorKeys }, { input }) => ({ + present: ({ data, nextCursorKeys, selectedDepartment }, { input }) => ({ people: data.map(presentPerson), + selectedDepartment, nextCursor: writeSortedCursor( nextCursorKeys, 'name', 'asc', - cursorScope(input.organizationId, input.search, input.department) + cursorScope( + input.organizationId, + input.search, + input.department, + input.departmentKey, + input.scope + ) ), }), }) diff --git a/apps/sim/app/api/organizations/[id]/people/sync/route.ts b/apps/sim/app/api/organizations/[id]/people/sync/route.ts new file mode 100644 index 00000000000..98751f1e248 --- /dev/null +++ b/apps/sim/app/api/organizations/[id]/people/sync/route.ts @@ -0,0 +1,54 @@ +import { + configurePeopleSyncContract, + disconnectPeopleSyncContract, + getPeopleSyncContract, +} from '@/lib/api/contracts/people-sync' +import { + defineInternalJsonRoute, + internalOrchestrationErrorPolicy, + internalRateLimits, + internalSessionAuth, +} from '@/lib/api/server/routes' +import { + configurePeopleSync, + disconnectPeopleSync, + getPeopleSync, +} from '@/lib/people/application/directory-sync' + +export const maxDuration = 180 + +const common = { + auth: internalSessionAuth, + errorPolicy: internalOrchestrationErrorPolicy, + staticResponseHeaders: { 'Cache-Control': 'private, no-store' }, +} as const + +export const GET = defineInternalJsonRoute({ + ...common, + contract: getPeopleSyncContract, + operation: getPeopleSync.operation, + useCase: getPeopleSync, + rateLimit: internalRateLimits.user({ bucketName: 'people-sync-status' }), + mapInput: ({ params }) => ({ organizationId: params.id }), +}) + +export const PUT = defineInternalJsonRoute({ + ...common, + contract: configurePeopleSyncContract, + operation: configurePeopleSync.operation, + useCase: configurePeopleSync, + rateLimit: internalRateLimits.user({ + bucketName: 'people-sync-configure', + config: { maxTokens: 5, refillRate: 2, refillIntervalMs: 60000 }, + }), + mapInput: ({ params, body }) => ({ organizationId: params.id, config: body }), +}) + +export const DELETE = defineInternalJsonRoute({ + ...common, + contract: disconnectPeopleSyncContract, + operation: disconnectPeopleSync.operation, + useCase: disconnectPeopleSync, + rateLimit: internalRateLimits.user({ bucketName: 'people-sync-disconnect' }), + mapInput: ({ params }) => ({ organizationId: params.id }), +}) diff --git a/apps/sim/app/api/organizations/[id]/people/sync/run/route.ts b/apps/sim/app/api/organizations/[id]/people/sync/run/route.ts new file mode 100644 index 00000000000..a789ffb5fb3 --- /dev/null +++ b/apps/sim/app/api/organizations/[id]/people/sync/run/route.ts @@ -0,0 +1,24 @@ +import { runPeopleSyncContract } from '@/lib/api/contracts/people-sync' +import { + defineInternalJsonRoute, + internalOrchestrationErrorPolicy, + internalRateLimits, + internalSessionAuth, +} from '@/lib/api/server/routes' +import { runPeopleSync } from '@/lib/people/application/directory-sync' + +export const maxDuration = 180 + +export const POST = defineInternalJsonRoute({ + contract: runPeopleSyncContract, + operation: runPeopleSync.operation, + useCase: runPeopleSync, + auth: internalSessionAuth, + errorPolicy: internalOrchestrationErrorPolicy, + staticResponseHeaders: { 'Cache-Control': 'private, no-store' }, + rateLimit: internalRateLimits.user({ + bucketName: 'people-sync-run', + config: { maxTokens: 5, refillRate: 2, refillIntervalMs: 60000 }, + }), + mapInput: ({ params }) => ({ organizationId: params.id }), +}) diff --git a/apps/sim/app/o/[organizationId]/people/[memberId]/page.tsx b/apps/sim/app/o/[organizationId]/people/[memberId]/page.tsx index 19227dcf579..5c3144801f6 100644 --- a/apps/sim/app/o/[organizationId]/people/[memberId]/page.tsx +++ b/apps/sim/app/o/[organizationId]/people/[memberId]/page.tsx @@ -1,9 +1,11 @@ +import { Suspense } from 'react' import type { Metadata } from 'next' import { notFound, redirect } from 'next/navigation' import { getSession } from '@/lib/auth' import { organizationRoutes } from '@/lib/navigation/paths' import { isPeopleEnabled } from '@/lib/people/feature-flag' import { buildAuthCrossLink } from '@/app/(auth)/auth-redirect' +import PageLoading from '@/app/o/[organizationId]/people/[memberId]/loading' import { Person } from '@/app/o/[organizationId]/people/[memberId]/person' export const metadata: Metadata = { title: 'People' } @@ -23,5 +25,9 @@ export default async function PersonPage({ params }: PersonPageProps) { }) ) if (!(await isPeopleEnabled(organizationId))) notFound() - return + return ( + }> + + + ) } diff --git a/apps/sim/app/o/[organizationId]/people/[memberId]/person-modal.tsx b/apps/sim/app/o/[organizationId]/people/[memberId]/person-modal.tsx index ff5fa4f383b..8783105b517 100644 --- a/apps/sim/app/o/[organizationId]/people/[memberId]/person-modal.tsx +++ b/apps/sim/app/o/[organizationId]/people/[memberId]/person-modal.tsx @@ -14,9 +14,8 @@ import { } from '@sim/emcn' import type { Person, PersonBody } from '@/lib/api/contracts/people' import { memberProfileFieldsSchema, PROFILE_TEXT_MAX_LENGTH } from '@/lib/people/validation' -import { SEARCH_DEBOUNCE_MS } from '@/lib/url-state' -import { usePeople, useUpdatePerson } from '@/hooks/queries/people' -import { useDebounce } from '@/hooks/use-debounce' +import { usePeoplePicker } from '@/app/o/[organizationId]/people/use-people-picker' +import { useUpdatePerson } from '@/hooks/queries/people' type TextField = 'title' | 'department' | 'location' @@ -46,27 +45,12 @@ export function PersonModal({ organizationId, person, onClose }: PersonModalProp managerMemberId: person.managerMemberId, }) const [errors, setErrors] = useState>>({}) - const [managerSearch, setManagerSearch] = useState('') /** * The chosen manager's name, kept with the choice: the search results may no longer include them. * Only a stored manager who is suspended has an id and no name. */ const [managerName, setManagerName] = useState(person.manager?.name ?? null) - const candidates = usePeople( - organizationId, - useDebounce(managerSearch.trim(), SEARCH_DEBOUNCE_MS), - '' - ) - const found = (candidates.data?.pages ?? []).flatMap((page) => - page.people.filter((candidate) => candidate.memberId !== person.memberId) - ) - const managerOptions = [ - { value: NO_MANAGER, label: 'No manager' }, - ...found.map((candidate) => ({ - value: candidate.memberId, - label: `${candidate.name} (${candidate.email})`, - })), - ] + const { people, pickerProps } = usePeoplePicker(organizationId, 'members', person.memberId) const managerLabel = draft.managerMemberId ? (managerName ?? 'Suspended member') : 'No manager' const change = (field: K, value: PersonBody[K]) => { @@ -132,21 +116,17 @@ export function PersonModal({ organizationId, person, onClose }: PersonModalProp {() => ( { - const manager = found.find((candidate) => candidate.memberId === value) + const manager = people.find((candidate) => candidate.memberId === value) setManagerName(manager?.name ?? null) change('managerMemberId', manager?.memberId ?? null) }} overlayContent={managerLabel} - searchable - onSearchChange={setManagerSearch} searchPlaceholder='Search people...' - isLoading={candidates.isFetching && !candidates.isFetchingNextPage} - hasMore={candidates.hasNextPage} - isLoadingMore={candidates.isFetchingNextPage} - onLoadMore={() => void candidates.fetchNextPage()} emptyMessage='No one matches' disabled={update.isPending} className='w-full' diff --git a/apps/sim/app/o/[organizationId]/people/[memberId]/person.tsx b/apps/sim/app/o/[organizationId]/people/[memberId]/person.tsx index 772f0bbfd5e..421eea9354e 100644 --- a/apps/sim/app/o/[organizationId]/people/[memberId]/person.tsx +++ b/apps/sim/app/o/[organizationId]/people/[memberId]/person.tsx @@ -2,13 +2,14 @@ import { useState } from 'react' import { Avatar, Chip, ChipLink } from '@sim/emcn' -import { ArrowLeft } from '@sim/emcn/icons' +import { ArrowLeft, Workflow } from '@sim/emcn/icons' import Link from 'next/link' +import { useQueryStates } from 'nuqs' import { isApiClientError } from '@/lib/api/client/errors' import type { PersonSummary } from '@/lib/api/contracts/people' import { organizationRoutes } from '@/lib/navigation/paths' import { PersonModal } from '@/app/o/[organizationId]/people/[memberId]/person-modal' -import { serializePeopleView } from '@/app/o/[organizationId]/people/search-params' +import { peopleParsers, serializePeopleView } from '@/app/o/[organizationId]/people/search-params' import { useOrganizationContext } from '@/app/o/[organizationId]/providers/organization-provider' import { CredentialDetailHeading, @@ -26,6 +27,11 @@ import { } from '@/app/workspace/[workspaceId]/settings/components/settings-resource-row' import { usePerson } from '@/hooks/queries/people' +const SOURCE_NAMES = { + scim: 'SCIM provisioning', + okta: 'Okta', + entra: 'Microsoft Entra ID', +} as const const NOT_RECORDED =

Not recorded

const START_DATE_FORMAT = new Intl.DateTimeFormat(undefined, { @@ -55,11 +61,12 @@ function describeStartDate(startDate: string): string { interface PersonRowsProps { organizationId: string + originQuery: string people: readonly PersonSummary[] empty: string } -function PersonRows({ organizationId, people, empty }: PersonRowsProps) { +function PersonRows({ organizationId, originQuery, people, empty }: PersonRowsProps) { if (!people.length) return {empty} const routes = organizationRoutes(organizationId) return ( @@ -71,7 +78,7 @@ function PersonRows({ organizationId, people, empty }: PersonRowsProps) { icon={} title={person.name} description={person.title ?? person.email} - href={routes.person(person.memberId)} + href={`${routes.person(person.memberId)}${originQuery}`} clickLabel={`Open ${person.name}`} navigable /> @@ -88,20 +95,38 @@ interface PersonProps { /** One person's profile: what they do, where they are, and where they sit in the organization. */ export function Person({ organizationId, memberId }: PersonProps) { const { viewer } = useOrganizationContext() + const [origin] = useQueryStates(peopleParsers) const query = usePerson(organizationId, memberId) const [editing, setEditing] = useState(false) const routes = organizationRoutes(organizationId) - const data = query.data + const originQuery = serializePeopleView({ ...origin, view: origin.view ?? 'directory' }) + const data = query.isError ? undefined : query.data + const chartHref = serializePeopleView(routes.people, { + ...origin, + view: 'chart', + focus: data?.person.memberId ?? memberId, + page: origin.focus === data?.person.memberId ? origin.page : 1, + panel: null, + }) return ( + People } actions={ - viewer.isAdmin && data ? setEditing(true)}>Edit : undefined + data ? ( + <> + + View in org chart + + {viewer.isAdmin && !data.person.directorySource && ( + setEditing(true)}>Edit + )} + + ) : undefined } > {query.error ? ( @@ -142,9 +167,14 @@ export function Person({ organizationId, memberId }: PersonProps) { {data.person.department ? ( {data.person.department} @@ -153,6 +183,11 @@ export function Person({ organizationId, memberId }: PersonProps) { NOT_RECORDED )} + {data.person.directorySource && ( + + {SOURCE_NAMES[data.person.directorySource]} + + )} {data.person.location ?? NOT_RECORDED} {data.person.startDate ? describeStartDate(data.person.startDate) : NOT_RECORDED} @@ -162,24 +197,27 @@ export function Person({ organizationId, memberId }: PersonProps) { + {data.totalReports > data.reports.length && ( + Browse all {data.totalReports} reports + )} )} - {editing && data && ( + {editing && data && !data.person.directorySource && ( ) => void +} +type CardNode = Node +const PORT_POSITIONS = { + top: Position.Top, + bottom: Position.Bottom, + left: Position.Left, + right: Position.Right, +} as const +const WIDTH = BLOCK_DIMENSIONS.FIXED_WIDTH +const HEIGHT = BLOCK_DIMENSIONS.MIN_HEIGHT +const LEVEL = HEIGHT + 48 +const COLUMN = WIDTH / 2 + 32 + +function PersonCard({ data }: NodeProps) { + const { person, relation, reportCount, department, onFocus, profileUrl, ports } = data + const focused = relation === 'In focus' + const contents = ( + <> + + + + + + + + + + + + {focused ? ( + <> + View profile + + + ) : ( + <> + {reportCount === undefined + ? 'Explore team' + : `${reportCount} report${reportCount === 1 ? '' : 's'}`} + + + )} + + + + ) + const actionClass = + 'nodrag nopan pointer-events-auto relative flex size-full cursor-pointer flex-col rounded-2xl bg-[var(--person-card-fill)] text-left outline-offset-2 [--person-card-fill:var(--surface-2)] hover-hover:[--person-card-fill:var(--surface-1)] focus-visible:outline-2 focus-visible:outline-[var(--brand-secondary)] [&_[data-workflow-block-border]_path]:pointer-events-none' + return ( + <> + {ports.map((port) => ( + + ))} + {focused ? ( + + {contents} + + ) : ( + <> + + + + + + + + View profile + + + )} + + ) +} + +function ReportingLine({ sourceX, sourceY, targetX, targetY }: EdgeProps) { + const direction = Math.sign(targetX - sourceX) + const radius = Math.min(9, Math.abs(targetX - sourceX), Math.abs(targetY - sourceY)) + const path = + direction === 0 + ? `M ${sourceX} ${sourceY} V ${targetY}` + : `M ${sourceX} ${sourceY} V ${targetY - radius} Q ${sourceX} ${targetY} ${sourceX + direction * radius} ${targetY} H ${targetX}` + return ( + + ) +} + +const NODE_TYPES = { person: PersonCard } +const EDGE_TYPES = { reporting: ReportingLine } +const MIN_ZOOM = 0.35 +const MAX_ZOOM = 1.6 +const FIT = { padding: 0.22, minZoom: 0.45, maxZoom: 1 } + +function ChartControls() { + const { zoomIn, zoomOut, fitView } = useReactFlow() + const zoom = useStore((state) => state.transform[2]) + return ( + void fitView(FIT)}> + void zoomOut()} + /> + = MAX_ZOOM} + onClick={() => void zoomIn()} + /> + + ) +} + +interface ChartCanvasProps { + profileQuery: string + organizationId: string + branch: ChartBranch + onFocus: CardData['onFocus'] +} + +export function ChartCanvas({ organizationId, branch, onFocus, profileQuery }: ChartCanvasProps) { + const colorMode = useCanvasColorMode() + const { person, reports, chain } = branch + const { nodes, edges } = useMemo(() => { + const routes = organizationRoutes(organizationId) + const nodes: CardNode[] = [] + const edges: Edge[] = [] + function addCard( + member: PersonSummary, + relation: CardData['relation'], + x: number, + y: number, + sides: Position[], + reportCount?: number, + department?: string | null + ) { + nodes.push({ + id: member.memberId, + type: 'person', + position: { x: x - WIDTH / 2, y }, + width: WIDTH, + height: HEIGHT, + data: { + person: member, + relation, + ports: sides.map((side) => ({ + id: side, + side, + position: 'center', + plateau: 14, + hoverAmplitude: 1, + magnetizable: false, + })), + profileUrl: `${routes.person(member.memberId)}${profileQuery}`, + reportCount, + department, + onFocus, + }, + }) + } + function connect(source: string, target: string) { + edges.push({ id: `${source}/${target}`, source, target, type: 'reporting' }) + } + const manager = chain[0] + if (manager) { + addCard(manager, 'Manager', 0, -LEVEL, [Position.Bottom]) + connect(manager.memberId, person.memberId) + } + const focusPorts = [ + ...(manager ? [Position.Top] : []), + ...(reports.length ? [Position.Bottom] : []), + ] + addCard(person, 'In focus', 0, 0, focusPorts, undefined, person.department) + reports.forEach((report, i) => { + const single = reports.length === 1 + const left = i % 2 === 0 + addCard( + report, + 'Direct report', + single ? 0 : left ? -COLUMN : COLUMN, + LEVEL + Math.floor(i / 2) * (HEIGHT + 24), + [single ? Position.Top : left ? Position.Right : Position.Left], + report.reportCount + ) + connect(person.memberId, report.memberId) + }) + return { nodes, edges } + }, [organizationId, person, chain, reports, profileQuery, onFocus]) + + return ( +
+ + + +
+ ) +} diff --git a/apps/sim/app/o/[organizationId]/people/chart-empty-state.tsx b/apps/sim/app/o/[organizationId]/people/chart-empty-state.tsx new file mode 100644 index 00000000000..19f60470747 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/chart-empty-state.tsx @@ -0,0 +1,113 @@ +import type { MouseEvent, RefCallback } from 'react' +import { Chip, ChipLink } from '@sim/emcn' +import { ArrowUpRight, ChevronRight, RefreshCw, Upload } from '@sim/emcn/icons' +import { EmptyState } from '@/components/empty-state/empty-state' +import type { PersonSummary } from '@/lib/api/contracts/people' +import { organizationRoutes } from '@/lib/navigation/paths' +import { HAIRLINE } from '@/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/hairline' +import { usePeople } from '@/hooks/queries/people' + +function ReportingLinesGraphic() { + return ( + + ) +} + +interface ChartEmptyStateProps { + profileQuery: string + organizationId: string + person: PersonSummary + onFocus: (memberId: string, event: MouseEvent) => void + currentPersonRef: RefCallback + onImport?: () => void + onSync?: () => void +} + +export function ChartEmptyState({ + organizationId, + profileQuery, + person, + onFocus, + currentPersonRef, + onImport, + onSync, +}: ChartEmptyStateProps) { + const roots = usePeople(organizationId, '', '', { scope: 'roots' }) + const firstTeam = roots.isSuccess ? roots.data.pages[0]?.people[0] : undefined + const emptyOrganization = roots.isSuccess && !firstTeam + const routes = organizationRoutes(organizationId) + + return ( + } + title={emptyOrganization ? 'No reporting lines yet' : `No reporting lines for ${person.name}`} + description={ + emptyOrganization + ? onImport + ? 'Connect a directory, import people data, or add a manager to a profile to build your org chart.' + : 'Teams appear here when an administrator adds managers to people’s profiles.' + : 'This profile has no visible manager or direct reports.' + } + action={ +
+ {firstTeam ? ( + onFocus(firstTeam.memberId, event)} + > + Explore a team + + ) : emptyOrganization && onSync ? ( + + Manage directory sync + + ) : null} + {emptyOrganization && onImport && ( + + Import people + + )} + + View profile + +
+ } + /> + ) +} diff --git a/apps/sim/app/o/[organizationId]/people/directory-sync-form.tsx b/apps/sim/app/o/[organizationId]/people/directory-sync-form.tsx new file mode 100644 index 00000000000..bb8af032fc0 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/directory-sync-form.tsx @@ -0,0 +1,224 @@ +import { useState } from 'react' +import { + Chip, + ChipLink, + ChipModal, + ChipModalBody, + ChipModalDescription, + ChipModalError, + ChipModalField, + ChipModalFooter, + ChipModalHeader, +} from '@sim/emcn' +import { isOrganizationSettingsSectionAvailable } from '@/components/settings/navigation' +import { + type PeopleSyncConfig, + type PeopleSyncStatus, + peopleSyncConfigSchema, +} from '@/lib/api/contracts/people-sync' +import { organizationRoutes } from '@/lib/navigation/paths' +import { useOrganizationContext } from '@/app/o/[organizationId]/providers/organization-provider' +import { useScimConnection } from '@/ee/scim/hooks/scim' +import { serializeSsoSettings } from '@/ee/sso/search-params' +import type { usePeopleSyncActions } from '@/hooks/queries/people-sync' + +interface DirectorySyncFormProps { + organizationId: string + source: PeopleSyncConfig['source'] + name: string + current: PeopleSyncStatus | null + actions: ReturnType + onBack: () => void + onClose: () => void +} + +export function DirectorySyncForm({ + organizationId, + source, + name, + current, + actions, + onBack, + onClose, +}: DirectorySyncFormProps) { + const [domain, setDomain] = useState(current?.domain ?? '') + const [tenantId, setTenantId] = useState(current?.tenantId ?? '') + const [clientId, setClientId] = useState(current?.clientId ?? '') + const [secret, setSecret] = useState('') + const [fieldErrors, setFieldErrors] = useState>({}) + const { settingsFeatures } = useOrganizationContext() + const provisioning = useScimConnection(organizationId, source === 'scim') + const scimReady = provisioning.isSuccess && provisioning.data.connection?.status === 'active' + const title = current ? `Update ${name} credentials` : `Connect ${name}` + const disabled = actions.pending + const canSubmit = + source === 'scim' + ? scimReady + : secret.trim() && (source === 'okta' ? domain.trim() : tenantId.trim() && clientId.trim()) + + function connect() { + if (disabled) return + const config = peopleSyncConfigSchema.safeParse( + source === 'okta' + ? { source, domain, token: secret } + : source === 'entra' + ? { source, tenantId: tenantId.trim(), clientId: clientId.trim(), clientSecret: secret } + : { source } + ) + if (!config.success) { + setFieldErrors( + Object.fromEntries( + config.error.issues.map((issue) => [String(issue.path[0]), issue.message]) + ) + ) + return + } + setFieldErrors({}) + actions.configure(config.data, onBack) + } + + return ( + !open && onClose()} srTitle={title}> + {title} + + + {source === 'okta' + ? 'Use an Okta API token with permission to list users in your organization.' + : source === 'entra' + ? 'Register an app in your Microsoft Entra tenant and grant administrator consent for the Microsoft Graph User.Read.All application permission. Use the client secret value.' + : 'Use profiles from your organization’s existing SCIM provisioning connection.'} + + {source === 'okta' && ( + <> + + +
+ + Create an Okta API token + +
+ + )} + {source === 'entra' && ( + <> + + + +
+ + Register an application + +
+ + )} + {source === 'scim' && ( + <> + + {() => ( +
+

+ {provisioning.isPending + ? 'Checking provisioning…' + : provisioning.isError + ? 'Could not read the provisioning connection.' + : scimReady + ? 'Active' + : 'Enable provisioning before connecting this source.'} +

+ {isOrganizationSettingsSectionAvailable('sso', settingsFeatures) && ( + + Manage provisioning + + )} + {!provisioning.isFetching && !scimReady && ( + void provisioning.refetch()}>Check again + )} +
+ )} + + + )} + {source !== 'scim' && ( + + Sim stores these credentials encrypted for scheduled syncs. + + )} + {disabled && ( + + Sync is running. You can close this window and return for the result. + + )} + {actions.error?.message} + + + + ) +} diff --git a/apps/sim/app/o/[organizationId]/people/directory-sync-modal.tsx b/apps/sim/app/o/[organizationId]/people/directory-sync-modal.tsx new file mode 100644 index 00000000000..eee7380fbb2 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/directory-sync-modal.tsx @@ -0,0 +1,275 @@ +import { useState } from 'react' +import { + Badge, + Chip, + ChipConfirmModal, + ChipModal, + ChipModalBody, + ChipModalDescription, + ChipModalError, + ChipModalField, + ChipModalFooter, + ChipModalHeader, +} from '@sim/emcn' +import type { PeopleSyncConfig, PeopleSyncStatus } from '@/lib/api/contracts/people-sync' +import { useDeploymentShape } from '@/lib/core/config/deployment-shape' +import { DirectorySyncForm } from '@/app/o/[organizationId]/people/directory-sync-form' +import { IMPORT_SOURCES } from '@/app/o/[organizationId]/people/import-source' +import { useOrganizationContext } from '@/app/o/[organizationId]/providers/organization-provider' +import { + RESOURCE_LIST_STACK, + SettingsResourceRow, +} from '@/app/workspace/[workspaceId]/settings/components/settings-resource-row' +import { + isDirectorySyncAccessError, + usePeopleSyncActions, + usePeopleSyncStatus, +} from '@/hooks/queries/people-sync' + +const SOURCES = { + okta: IMPORT_SOURCES.okta, + entra: IMPORT_SOURCES.entra, + scim: IMPORT_SOURCES.directory, +} as const +const STATES = { + scheduled: { label: 'Connected', variant: 'green' }, + syncing: { label: 'Syncing', variant: 'amber' }, + queued: { label: 'Queued', variant: 'amber' }, + failed: { label: 'Sync failed', variant: 'red' }, +} as const +const dateFormat = new Intl.DateTimeFormat(undefined, { dateStyle: 'medium', timeStyle: 'short' }) +const PHASE_LABELS = { + users: 'Reading people', + relationships: 'Reading reporting lines', + publish: 'Validating and publishing', +} as const + +interface DirectorySyncModalProps { + organizationId: string + onClose: () => void +} + +interface SyncStatusProps { + sync: PeopleSyncStatus +} +function SyncStatus({ sync }: SyncStatusProps) { + const { label, variant } = + sync.retryBlocked && sync.state !== 'syncing' + ? { label: 'Waiting to retry', variant: 'amber' as const } + : sync.progress && sync.state === 'queued' + ? { label: 'Refresh in progress', variant: 'blue' as const } + : STATES[sync.state] + const { progress } = sync + const dates = [ + ['Last attempted', sync.lastAttemptAt], + ['Last successful sync', sync.lastSuccessAt], + ...(sync.lastFailedAt ? [['Last failed sync', sync.lastFailedAt]] : []), + sync.retryAt ? ['Next retry', sync.retryAt] : ['Next scheduled sync', sync.nextSyncAt], + ] as const + return ( + <> + + {() => ( +
+ + {SOURCES[sync.source].name} + {sync.domain && ` · ${sync.domain}`} + + + + {label} + + +
+ )} + + {progress && ( + + {() => ( +
+

+ {PHASE_LABELS[progress.phase]} · {progress.usersRead.toLocaleString()} users read +

+

+ The chart updates after the full directory has been validated. +

+
+ )} + + )} + + {() => ( +
+ {dates.map(([label, value]) => ( +
+
{label}
+
+ {value ? : '—'} +
+
+ ))} +
+ )} + + {sync.lastError && {sync.lastError}} + + ) +} + +export function DirectorySyncModal({ organizationId, onClose }: DirectorySyncModalProps) { + const { settingsFeatures } = useOrganizationContext() + const { features, hosted } = useDeploymentShape() + const canProvision = features.scim && (!hosted || settingsFeatures.hasEnterprisePlan) + const query = usePeopleSyncStatus(organizationId) + const actions = usePeopleSyncActions(organizationId) + const [mode, setMode] = useState(null) + const status = isDirectorySyncAccessError(query.error) ? undefined : query.data + const sync = status?.sync ?? null + const activeMode = status ? mode : null + const goBack = () => { + setMode(null) + actions.reset() + } + if (activeMode === 'disconnect') + return ( + !open && goBack()} + title='Disconnect directory' + text='Disconnecting removes the profile details and reporting lines supplied by this directory. Sim keeps organization memberships and manually recorded profiles.' + confirm={{ + label: 'Disconnect', + pending: actions.pending, + pendingLabel: 'Disconnecting…', + onClick: () => actions.disconnect(goBack), + }} + > + {actions.error?.message} + + ) + if (activeMode) + return ( + + ) + const title = 'Directory sync' + const syncing = sync?.state === 'syncing' || actions.pending + const waitingToRetry = Boolean(sync?.retryBlocked) + return ( + !open && onClose()} srTitle={title}> + {title} + + {query.isPending ? ( + Loading directory connection… + ) : query.isError && !status ? ( + <> + {query.error.message} +
+ void query.refetch()}> + Retry connection + +
+ + ) : sync ? ( + <> + + People updates from this directory automatically. You can also start a sync now. + + +
+ {sync.source !== 'scim' && ( + { + actions.reset() + setMode(sync.source) + }} + > + Update credentials + + )} + { + actions.reset() + setMode('disconnect') + }} + > + Disconnect + +
+ {actions.action === 'run' && ( + + Sync is running. You can close this window and return for the result. + + )} + {actions.error?.message} + + ) : ( + <> + + Connect a directory to keep profiles and reporting lines up to date. + + + {() => ( +
+ {(['okta', 'entra', 'scim'] as const).map((source) => { + if (source === 'scim' && !canProvision) return null + const { name, icon: Icon } = SOURCES[source] + return ( + } + clickLabel={`Connect ${name}`} + onClick={() => setMode(source)} + navigable + /> + ) + })} +
+ )} + + + )} + + + + ) +} diff --git a/apps/sim/app/o/[organizationId]/people/import-source.tsx b/apps/sim/app/o/[organizationId]/people/import-source.tsx new file mode 100644 index 00000000000..b1b0d1d0872 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/import-source.tsx @@ -0,0 +1,183 @@ +import { Chip, ChipLink, ChipModalDescription, ChipModalField } from '@sim/emcn' +import { ShieldCheck, Table } from '@sim/emcn/icons' +import { MicrosoftIcon, OktaIcon } from '@/components/icons' +import { organizationRoutes } from '@/lib/navigation/paths' +import { + RESOURCE_LIST_STACK, + SettingsResourceRow, +} from '@/app/workspace/[workspaceId]/settings/components/settings-resource-row' +import type { useScimConnection } from '@/ee/scim/hooks/scim' +import { serializeSsoSettings } from '@/ee/sso/search-params' + +export const IMPORT_SOURCES = { + okta: { name: 'Okta', description: 'Read profiles from your Okta directory', icon: OktaIcon }, + entra: { + name: 'Microsoft Entra ID', + description: 'Read profiles from Microsoft Graph', + icon: MicrosoftIcon, + }, + directory: { + name: 'SCIM provisioning', + description: 'Use directory data already provisioned to Sim', + icon: ShieldCheck, + }, + file: { name: 'Spreadsheet', description: 'Upload a CSV or Excel file', icon: Table }, +} as const + +export type ImportSource = keyof typeof IMPORT_SOURCES + +interface ImportSourcePickerProps { + canProvision: boolean + onChoose: (source: ImportSource) => void +} + +export function ImportSourcePicker({ canProvision, onChoose }: ImportSourcePickerProps) { + return ( + <> + + Choose a source for a one-time update to members’ job titles, departments, and reporting + lines. + + + {() => ( +
+ {(['okta', 'entra', 'directory', 'file'] as const).map((source) => { + if (source === 'directory' && !canProvision) return null + const { name, description, icon: Icon } = IMPORT_SOURCES[source] + return ( + } + title={name} + description={description} + clickLabel={name} + onClick={() => onChoose(source)} + navigable + /> + ) + })} +
+ )} + + + ) +} + +interface ProviderFieldsProps { + source: 'okta' | 'entra' + domain: string + onDomainChange: (value: string) => void + token: string + onTokenChange: (value: string) => void + disabled: boolean +} + +export function ProviderFields({ + source, + domain, + onDomainChange, + token, + onTokenChange, + disabled, +}: ProviderFieldsProps) { + const okta = source === 'okta' + return ( + <> + + {okta + ? 'Use an Okta API token that can read users in your organization.' + : 'In Graph Explorer, sign in with your work or school account, grant delegated User.Read.All permission, and copy your access token. Microsoft commercial cloud is supported.'}{' '} + Sim uses the token for this import only. + + {okta && ( + + )} + +
+ + {okta ? 'Create an Okta API token' : 'Open Graph Explorer'} + +
+ + ) +} + +interface ProvisioningSourceProps { + organizationId: string + connection: ReturnType + canOpenSettings: boolean +} + +export function ProvisioningSource({ + organizationId, + connection, + canOpenSettings, +}: ProvisioningSourceProps) { + const directory = connection.data?.connection + const active = directory?.status === 'active' + return ( + <> + + {connection.isLoading + ? 'Checking your provisioning connection…' + : connection.isError + ? 'Could not load your provisioning connection.' + : !active + ? 'Enable SCIM provisioning and assign accounts in your provider to import their profiles.' + : directory.userCount === 0 + ? 'Your connection is active. Assign accounts to Sim in your identity provider, then refresh here.' + : `Your connection has ${directory.userCount} provisioned ${directory.userCount === 1 ? 'account' : 'accounts'}. Preview the profile fields and reporting lines sent by your provider.`} + +
+ {canOpenSettings && !connection.isLoading && !connection.error && ( + + {active ? 'Manage provisioning' : 'Set up provisioning'} + + )} + {!connection.isLoading && !active && ( + + Provisioning guide + + )} + {!connection.isLoading && ( + void connection.refetch()}> + {connection.isError ? 'Retry connection' : 'Refresh'} + + )} +
+ + ) +} diff --git a/apps/sim/app/o/[organizationId]/people/loading-status.tsx b/apps/sim/app/o/[organizationId]/people/loading-status.tsx new file mode 100644 index 00000000000..d5bcd1daf60 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/loading-status.tsx @@ -0,0 +1,17 @@ +import { Loader } from '@sim/emcn' + +interface LoadingStatusProps { + children: string +} + +export function LoadingStatus({ children }: LoadingStatusProps) { + return ( +
+ + {children} +
+ ) +} diff --git a/apps/sim/app/o/[organizationId]/people/loading.tsx b/apps/sim/app/o/[organizationId]/people/loading.tsx index 3ad0c674af3..0bedf388c48 100644 --- a/apps/sim/app/o/[organizationId]/people/loading.tsx +++ b/apps/sim/app/o/[organizationId]/people/loading.tsx @@ -1,17 +1,14 @@ 'use client' import { Users } from '@sim/emcn/icons' -import { PEOPLE_COLUMNS, PEOPLE_SEARCH_PLACEHOLDER } from '@/app/o/[organizationId]/people/columns' -import { ResourceChromeFallback } from '@/app/workspace/[workspaceId]/components/resource/components/resource-chrome-fallback' +import { LoadingStatus } from '@/app/o/[organizationId]/people/loading-status' +import { Resource } from '@/app/workspace/[workspaceId]/components/resource/resource' export default function PeopleLoading() { return ( - + + + Loading people… + ) } diff --git a/apps/sim/app/o/[organizationId]/people/page.tsx b/apps/sim/app/o/[organizationId]/people/page.tsx index 3395dbd7c7a..a8927477798 100644 --- a/apps/sim/app/o/[organizationId]/people/page.tsx +++ b/apps/sim/app/o/[organizationId]/people/page.tsx @@ -1,9 +1,11 @@ +import { Suspense } from 'react' import type { Metadata } from 'next' import { notFound, redirect } from 'next/navigation' import { getSession } from '@/lib/auth' import { organizationRoutes } from '@/lib/navigation/paths' import { isPeopleEnabled } from '@/lib/people/feature-flag' import { buildAuthCrossLink } from '@/app/(auth)/auth-redirect' +import PageLoading from '@/app/o/[organizationId]/people/loading' import { People } from '@/app/o/[organizationId]/people/people' export const metadata: Metadata = { title: 'People' } @@ -23,5 +25,9 @@ export default async function PeoplePage({ params }: PeoplePageProps) { }) ) if (!(await isPeopleEnabled(organizationId))) notFound() - return + return ( + }> + + + ) } diff --git a/apps/sim/app/o/[organizationId]/people/people-chart.tsx b/apps/sim/app/o/[organizationId]/people/people-chart.tsx new file mode 100644 index 00000000000..dc42af40249 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/people-chart.tsx @@ -0,0 +1,287 @@ +'use client' + +import { + Fragment, + type MouseEvent, + type ReactNode, + useCallback, + useLayoutEffect, + useRef, +} from 'react' +import { + Button, + Chip, + ChipCombobox, + cn, + scrollFadeAttributes, + scrollFadeXClass, + useScrollEdges, +} from '@sim/emcn' +import { ChevronLeft, ChevronRight, Search } from '@sim/emcn/icons' +import { useQueryStates } from 'nuqs' +import { EmptyState } from '@/components/empty-state/empty-state' +import { isApiClientError } from '@/lib/api/client/errors' +import { ChartCanvas } from '@/app/o/[organizationId]/people/chart-canvas' +import { ChartEmptyState } from '@/app/o/[organizationId]/people/chart-empty-state' +import { LoadingStatus } from '@/app/o/[organizationId]/people/loading-status' +import { + peopleParsers, + peopleUrlKeys, + serializePeopleView, +} from '@/app/o/[organizationId]/people/search-params' +import { usePeoplePicker } from '@/app/o/[organizationId]/people/use-people-picker' +import { useOrganizationContext } from '@/app/o/[organizationId]/providers/organization-provider' +import { ResourceLoadError } from '@/app/workspace/[workspaceId]/components/resource/components/resource-empty-state' +import { usePeopleChart } from '@/hooks/queries/people' +import { useIsMobile } from '@/hooks/use-is-mobile' + +interface PeopleChartProps { + organizationId: string + onImport?: () => void + onSync?: () => void + viewSwitch: ReactNode +} + +interface FindPersonProps { + rootsLabel?: string + organizationId: string + onSelect: (id: string) => void +} + +function FindPerson({ organizationId, onSelect, rootsLabel }: FindPersonProps) { + const { search, pickerProps } = usePeoplePicker(organizationId, rootsLabel ? 'roots' : undefined) + return ( + + + Find a person + + ) + } + overlayLabel={rootsLabel ?? 'Find a person'} + placeholder={rootsLabel ?? 'Find a person'} + searchPlaceholder={rootsLabel ? 'Search team leads…' : 'Search name, title or email…'} + className={rootsLabel ? 'max-w-48' : 'w-44 max-w-full'} + dropdownWidth={300} + align='start' + onChange={onSelect} + emptyMessage={ + rootsLabel && !search ? 'No top-level teams with reporting lines yet' : 'No matching people' + } + /> + ) +} + +interface ReportingPathProps { + children: ReactNode +} + +function ReportingPath({ children }: ReportingPathProps) { + const scrollRef = useRef(null) + const edges = useScrollEdges(scrollRef, { axis: 'x' }) + return ( + + ) +} + +export function PeopleChart({ organizationId, viewSwitch, onImport, onSync }: PeopleChartProps) { + const { organization } = useOrganizationContext() + const [origin, setView] = useQueryStates(peopleParsers, peopleUrlKeys) + const { focus, page } = origin + const size = useIsMobile() ? 1 : 4 + const chart = usePeopleChart(organizationId, focus, Math.max(1, Math.min(page, 1_000_000)), size) + const branch = chart.isError ? undefined : chart.data + const profileQuery = serializePeopleView({ + ...origin, + view: 'chart', + focus: branch?.person.memberId ?? focus, + page: branch?.page ?? page, + panel: null, + }) + const currentPerson = useRef(null) + const previousReports = useRef(null) + const nextReports = useRef(null) + const pendingFocus = useRef<{ + focus: string + page: number + trigger: HTMLElement + target: 'person' | 'previous' | 'next' + } | null>(null) + const focusPerson = useCallback( + (id: string, event?: MouseEvent) => { + pendingFocus.current = + event?.detail === 0 + ? { focus: id, page: 1, trigger: event.currentTarget, target: 'person' } + : null + void setView({ focus: id, page: 1, view: 'chart' }, { history: 'push' }) + }, + [setView] + ) + const changePage = ( + value: number, + target: 'previous' | 'next', + event: MouseEvent + ) => { + pendingFocus.current = + event.detail === 0 ? { focus, page: value, trigger: event.currentTarget, target } : null + void setView({ page: value }) + } + useLayoutEffect(() => { + const pending = pendingFocus.current + if (!branch || !pending || pending.focus !== focus || pending.page !== page) return + pendingFocus.current = null + if (document.activeElement !== document.body && document.activeElement !== pending.trigger) + return + const controls = + pending.target === 'next' + ? [nextReports.current, previousReports.current] + : [previousReports.current, nextReports.current] + const target = + pending.target === 'person' + ? currentPerson.current + : (controls.find((button) => button && !button.disabled) ?? currentPerson.current) + target?.focus() + }, [branch, focus, page]) + const setCurrentPerson = useCallback((element: HTMLElement | null) => { + currentPerson.current = element + }, []) + return ( + <> +
+ {viewSwitch} +
+
+ +
+ focusPerson('', event)} disabled={!focus && page === 1}> + My position + +
+
+ {branch && !branch.chain.length && !branch.totalReports ? ( +
+ +
+ ) : branch ? ( + <> + +
+ +
+ {branch.chain + .slice() + .reverse() + .map((manager) => ( + + + focusPerson(manager.memberId, event)}> + {manager.name} + + + ))} + +

+ {branch.person.name} +

+ + +
+ + {branch.totalReports + ? `${branch.totalReports} direct report${branch.totalReports === 1 ? '' : 's'}` + : 'No direct reports'} + + {branch.totalReports > size && ( +
+ + {size === 1 + ? branch.page + : `${(branch.page - 1) * size + 1}–${(branch.page - 1) * size + branch.reports.length}`}{' '} + of {branch.totalReports} + + + +
+ )} +
+ + ) : chart.error ? ( + isApiClientError(chart.error) && chart.error.status === 404 ? ( + focusPerson('', event)}>My position + ) : ( + void setView({ view: 'directory' })}>Open directory + ) + } + /> + ) : ( + void chart.refetch()} /> + ) + ) : ( + Loading org chart… + )} + + ) +} diff --git a/apps/sim/app/o/[organizationId]/people/people-directory.tsx b/apps/sim/app/o/[organizationId]/people/people-directory.tsx new file mode 100644 index 00000000000..a9c7846e1e3 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/people-directory.tsx @@ -0,0 +1,227 @@ +'use client' + +import { useCallback, useMemo, useState } from 'react' +import { Avatar, Chip, ChipCombobox } from '@sim/emcn' +import Link from 'next/link' +import { useRouter } from 'next/navigation' +import { useQueryStates } from 'nuqs' +import { EmptyState } from '@/components/empty-state/empty-state' +import type { PersonSummary } from '@/lib/api/contracts/people' +import { organizationRoutes } from '@/lib/navigation/paths' +import { PEOPLE_SEARCH_MAX_LENGTH } from '@/lib/people/validation' +import { SEARCH_DEBOUNCE_MS } from '@/lib/url-state' +import { PEOPLE_COLUMNS, PEOPLE_SEARCH_PLACEHOLDER } from '@/app/o/[organizationId]/people/columns' +import { LoadingStatus } from '@/app/o/[organizationId]/people/loading-status' +import { + peopleParsers, + peopleUrlKeys, + serializePeopleView, +} from '@/app/o/[organizationId]/people/search-params' +import { + ResourceLoadError, + ResourceNoResults, +} from '@/app/workspace/[workspaceId]/components/resource/components/resource-empty-state' +import { + type FilterTag, + ResourceFilterPanel, + ResourceFilterSection, + type SearchConfig, +} from '@/app/workspace/[workspaceId]/components/resource/components/resource-options' +import { + Resource, + type ResourceRow, +} from '@/app/workspace/[workspaceId]/components/resource/resource' +import { useDepartments, usePeople } from '@/hooks/queries/people' +import { useDebouncedSearchSetter } from '@/hooks/use-debounced-search-setter' +import { useSearchFilterValue } from '@/hooks/use-search-filter-value' + +/** The filter's value for every department: stored text can't hold a NUL, so no department is this. */ +const KEY_PREFIX = '\u0000key:' +const ALL_DEPARTMENTS = '\u0000all' + +function personCell(person: PersonSummary) { + return { + icon: , + label: person.name, + } +} + +interface PeopleProps { + organizationId: string +} + +export function PeopleDirectory({ organizationId }: PeopleProps) { + const router = useRouter() + const [origin, setView] = useQueryStates(peopleParsers, peopleUrlKeys) + const { search, department, departmentKey } = origin + const setSearch = useDebouncedSearchSetter((value, options) => + setView({ view: 'directory', search: value }, options) + ) + const debouncedSearch = useSearchFilterValue(search, SEARCH_DEBOUNCE_MS) + const query = debouncedSearch.trim() + const people = usePeople(organizationId, query, department, { departmentKey }) + const profileQuery = serializePeopleView({ ...origin, view: 'directory', panel: null }) + const profileHref = useCallback( + (memberId: string) => `${organizationRoutes(organizationId).person(memberId)}${profileQuery}`, + [organizationId, profileQuery] + ) + + const [departmentSearch, setDepartmentSearch] = useState('') + const [departmentsOpen, setDepartmentsOpen] = useState(false) + const departmentTerm = useSearchFilterValue(departmentSearch, SEARCH_DEBOUNCE_MS).trim() + const departments = useDepartments(organizationId, departmentTerm, departmentsOpen) + const departmentWaiting = departmentSearch.trim() !== departmentTerm + const changingFilter = people.isPlaceholderData || query !== search.trim() + + const visiblePages = people.isRefetchError || changingFilter ? undefined : people.data?.pages + const rows: ResourceRow[] = useMemo( + () => + (visiblePages ?? []).flatMap((page) => + page.people.map((person) => ({ + id: person.memberId, + cells: { + name: { + content: ( + event.stopPropagation()} + className='flex min-w-0 items-center gap-2 rounded-sm text-[var(--text-body)] hover:underline focus-visible:outline-2 focus-visible:outline-[var(--brand-secondary)]' + > + + + {person.name} + + + ), + }, + title: { label: person.title }, + department: { label: person.department }, + location: { label: person.location }, + manager: person.manager ? personCell(person.manager) : { label: null }, + }, + })) + ), + [visiblePages, profileHref] + ) + + const searchConfig: SearchConfig = { + value: search, + maxLength: PEOPLE_SEARCH_MAX_LENGTH, + onChange: setSearch, + onClearAll: () => setSearch(''), + placeholder: PEOPLE_SEARCH_PLACEHOLDER, + } + const setDepartment = (value: string) => { + const keyed = value.startsWith(KEY_PREFIX) + void setView({ + view: 'directory', + department: keyed ? null : value, + departmentKey: keyed ? value.slice(KEY_PREFIX.length) : null, + }) + } + const hasDepartment = Boolean(departmentKey || department) + const selectedValue = departmentKey + ? `${KEY_PREFIX}${departmentKey}` + : department || ALL_DEPARTMENTS + const departmentLabel = departmentKey + ? (!people.isPlaceholderData && people.data?.pages[0]?.selectedDepartment) || + 'Selected department' + : department + const filterTags: FilterTag[] = hasDepartment + ? [{ label: `Department: ${departmentLabel}`, onRemove: () => setDepartment('') }] + : [] + + return ( + <> + + + page.departments) ?? []) + ).map(({ name, count, departmentKey: key }) => ({ + value: key ? `${KEY_PREFIX}${key}` : name, + label: `${name} (${count})`, + })), + ]} + value={selectedValue} + onChange={(value) => setDepartment(value === ALL_DEPARTMENTS ? '' : value)} + overlayContent={departmentLabel || 'All'} + overlayLabel={departmentLabel || 'All'} + searchable + searchMaxLength={PEOPLE_SEARCH_MAX_LENGTH} + searchMode='server' + onSearchChange={setDepartmentSearch} + onOpenChange={setDepartmentsOpen} + hasMore={!departmentWaiting && departments.hasNextPage} + onLoadMore={() => void departments.fetchNextPage()} + isLoadingMore={departments.isFetchingNextPage} + isLoading={departmentWaiting || departments.isPending} + error={departments.error?.message} + searchPlaceholder='Search departments...' + emptyMessage='No departments match' + className='w-full' + /> + {departments.isError && ( + void departments.refetch()} + > + Retry departments + + )} + + + ), + }} + filterTags={filterTags} + /> + router.push(profileHref(memberId))} + onLoadMore={() => void people.fetchNextPage()} + hasMore={people.hasNextPage} + isLoadingMore={people.isFetchingNextPage} + isFetching={people.isFetching} + loadMoreFailed={people.isFetchNextPageError} + emptyState={ + people.isPending || changingFilter ? ( + Loading people… + ) : people.isLoadingError || people.isRefetchError ? ( + void people.refetch()} + /> + ) : !query && !hasDepartment ? ( + + ) : ( +
+ + void setView({ view: 'directory', search: '', department: '', departmentKey: '' }) + } + /> +
+ ) + } + /> + + ) +} diff --git a/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx b/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx index 384a4daf808..7d6bdc7e66e 100644 --- a/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx +++ b/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx @@ -4,6 +4,7 @@ import { useRef, useState } from 'react' import { ChipModal, ChipModalBody, + ChipModalDescription, ChipModalError, ChipModalField, ChipModalFooter, @@ -11,15 +12,28 @@ import { cn, scrollFadeAttributes, scrollFadeClass, + toast, useScrollEdges, } from '@sim/emcn' import { getErrorMessage } from '@sim/utils/errors' -import type { PeopleImportResult } from '@/lib/api/contracts/people' +import { isOrganizationSettingsSectionAvailable } from '@/components/settings/navigation' +import { isApiClientError } from '@/lib/api/client/errors' +import type { PeopleImportBody, PeopleImportResult } from '@/lib/api/contracts/people' +import { useDeploymentShape } from '@/lib/core/config/deployment-shape' import { saveBlob } from '@/lib/uploads/client/download' +import { + IMPORT_SOURCES, + type ImportSource, + ImportSourcePicker, + ProviderFields, + ProvisioningSource, +} from '@/app/o/[organizationId]/people/import-source' import { type PeopleSheet, readPeopleSheet, } from '@/app/o/[organizationId]/people/read-people-sheet' +import { useOrganizationContext } from '@/app/o/[organizationId]/providers/organization-provider' +import { useScimConnection } from '@/ee/scim/hooks/scim' import { useImportPeople } from '@/hooks/queries/people' const ACCEPTED_FILES = '.csv,.tsv,.xlsx,.xls' @@ -37,9 +51,10 @@ function plural(count: number, noun: string): string { /** The preview's issues in file order, with a count of any past the ones listed. */ interface ImportIssueListProps { result: PeopleImportResult + spreadsheet: boolean } -function ImportIssueList({ result }: ImportIssueListProps) { +function ImportIssueList({ result, spreadsheet }: ImportIssueListProps) { const listRef = useRef(null) const edges = useScrollEdges(listRef) const unlisted = result.skipped + result.warnings - result.issues.length @@ -54,7 +69,7 @@ function ImportIssueList({ result }: ImportIssueListProps) { > {result.issues.map((issue) => (
  • - Row {issue.row}{' '} + {spreadsheet && Row {issue.row}}{' '} void } -/** - * Imports people data from an HR export: choosing a file previews what would change, and - * nothing is written until the preview is confirmed. - */ export function PeopleImportModal({ organizationId, onClose }: PeopleImportModalProps) { + const [source, setSource] = useState(null) + const { settingsFeatures } = useOrganizationContext() + const { features, hosted } = useDeploymentShape() + const canProvision = features.scim && (!hosted || settingsFeatures.hasEnterprisePlan) + + if (source && (source !== 'directory' || canProvision)) { + return ( + setSource(null)} + canOpenSettings={isOrganizationSettingsSectionAvailable('sso', settingsFeatures)} + /> + ) + } + + return ( + !open && onClose()} srTitle='Import people data'> + Import people data + + + + + + ) +} + +interface SourceImportModalProps extends PeopleImportModalProps { + source: ImportSource + onBack: () => void + canOpenSettings: boolean +} + +function SourceImportModal({ + organizationId, + source, + onBack, + onClose, + canOpenSettings, +}: SourceImportModalProps) { + const connection = useScimConnection(organizationId, source === 'directory') const importPeople = useImportPeople(organizationId) + const [domain, setDomain] = useState('') + const [token, setToken] = useState('') const [sheet, setSheet] = useState(null) - const [readError, setReadError] = useState(null) const [reading, setReading] = useState(false) + const [error, setError] = useState(null) const [preview, setPreview] = useState(null) + const busy = useRef(false) const pending = reading || importPeople.isPending + const provider = source === 'okta' || source === 'entra' + const ready = + source === 'file' + ? Boolean(sheet) + : source === 'directory' + ? connection.isSuccess && + connection.data.connection?.status === 'active' && + connection.data.connection.userCount > 0 + : Boolean(token.trim() && (source !== 'okta' || domain.trim())) + const sourceName = IMPORT_SOURCES[source].name + const title = preview + ? 'Review import' + : source === 'file' + ? 'Import a spreadsheet' + : `Import from ${sourceName}` - const choose = async ([file]: File[]) => { - if (!file) return - setReadError(null) - setSheet(null) - setPreview(null) - importPeople.reset() - setReading(true) + const submit = async (apply: boolean, file?: File) => { + if (busy.current || (apply && !preview?.updated)) return + busy.current = true + setError(null) try { - const next = await readPeopleSheet(file) - setSheet(next) - importPeople.mutate( - { headers: next.headers, rows: next.rows, apply: false }, - { onSuccess: setPreview } - ) - } catch (error) { - setReadError(getErrorMessage(error, 'Could not read the file')) + let body: PeopleImportBody + if (source === 'file') { + let selected = sheet + if (file) { + setReading(true) + setSheet(null) + selected = await readPeopleSheet(file) + setSheet(selected) + } + if (!selected) return + body = { headers: selected.headers, rows: selected.rows, apply } + } else if (source === 'okta') { + body = { + source, + domain: domain.trim(), + token: token.trim(), + apply, + previewDigest: apply ? preview?.previewDigest : undefined, + } + } else if (source === 'entra') { + body = { + source, + token: token.trim(), + apply, + previewDigest: apply ? preview?.previewDigest : undefined, + } + } else { + body = { source, apply, previewDigest: apply ? preview?.previewDigest : undefined } + } + const result = await importPeople.submit(body) + if (apply) { + toast.success(`Updated ${plural(result.updated, 'profile')}`) + onClose() + } else { + setPreview(result) + } + } catch (cause) { + if (source !== 'file' && apply && isApiClientError(cause) && cause.status === 409) + setPreview(null) + setError(getErrorMessage(cause, 'Could not import people data')) } finally { + busy.current = false setReading(false) } } - const apply = () => { - if (!sheet) return - importPeople.mutate( - { headers: sheet.headers, rows: sheet.rows, apply: true }, - { onSuccess: onClose } - ) + const goBack = () => { + if (busy.current) return + if (preview) { + setPreview(null) + setError(null) + } else { + onBack() + } } + const done = preview?.updated === 0 return ( !open && onClose()} - dismissDisabled={importPeople.isPending} - srTitle='Import people data' + dismissDisabled={pending} + srTitle={title} > - Import people data + {title} - void choose(files)} - /> - {preview && ( - - {() => ( -
    -

    - {preview.updated - ? `${plural(preview.updated, 'profile')} will be updated.` - : 'Nothing to update.'}{' '} - + {preview ? ( + <> + + {source === 'file' ? sheet?.fileName : sourceName} + + + {() => ( +

    +

    + {done + ? 'No profiles to update.' + : `${plural(preview.updated, 'profile')} will be updated.`} +

    +

    {[ - preview.unchanged && `${preview.unchanged} unchanged`, - preview.skipped && `${preview.skipped} skipped`, - preview.warnings && plural(preview.warnings, 'warning'), - ] - .filter(Boolean) - .join(' · ')} - -

    - {preview.issues.length > 0 && } -
    + `${preview.unchanged} unchanged`, + `${preview.skipped} skipped`, + plural(preview.warnings, 'warning'), + ].join(' · ')} +

    + {preview.issues.length > 0 && ( + + )} +
    + )} +     + {!done && ( + + {source !== 'file' + ? 'Import updates matching members’ profiles. If the directory changes, you’ll be asked to preview it again.' + : 'Import applies these profile updates to matching members.'} + )} -     + + ) : provider ? ( + { + setDomain(value) + setError(null) + }} + token={token} + onTokenChange={(value) => { + setToken(value) + setError(null) + }} + disabled={pending} + /> + ) : source === 'directory' ? ( + + ) : ( + file && void submit(false, file)} + /> )} - {importPeople.error?.message} + {error}     void submit(Boolean(preview)), }} />     diff --git a/apps/sim/app/o/[organizationId]/people/people.tsx b/apps/sim/app/o/[organizationId]/people/people.tsx index 8cd5913c685..6e3b3ed806a 100644 --- a/apps/sim/app/o/[organizationId]/people/people.tsx +++ b/apps/sim/app/o/[organizationId]/people/people.tsx @@ -1,100 +1,53 @@ 'use client' -import { useMemo, useState } from 'react' -import { Avatar, ChipCombobox } from '@sim/emcn' -import { Users } from '@sim/emcn/icons' -import { useRouter } from 'next/navigation' +import { useState } from 'react' +import { ChipSwitch } from '@sim/emcn' +import { List, RefreshCw, Users, Workflow } from '@sim/emcn/icons' +import dynamic from 'next/dynamic' import { useQueryStates } from 'nuqs' -import type { PersonSummary } from '@/lib/api/contracts/people' -import { organizationRoutes } from '@/lib/navigation/paths' -import { SEARCH_DEBOUNCE_MS } from '@/lib/url-state' -import { - IMPORT_PEOPLE_ACTION, - PEOPLE_COLUMNS, - PEOPLE_SEARCH_PLACEHOLDER, -} from '@/app/o/[organizationId]/people/columns' -import PeopleLoading from '@/app/o/[organizationId]/people/loading' +import { IMPORT_PEOPLE_ACTION } from '@/app/o/[organizationId]/people/columns' +import { PeopleDirectory } from '@/app/o/[organizationId]/people/people-directory' import { PeopleImportModal } from '@/app/o/[organizationId]/people/people-import-modal' import { peopleParsers, peopleUrlKeys } from '@/app/o/[organizationId]/people/search-params' import { useOrganizationContext } from '@/app/o/[organizationId]/providers/organization-provider' -import { - ResourceLoadError, - ResourceNoResults, -} from '@/app/workspace/[workspaceId]/components/resource/components/resource-empty-state' -import { - type FilterTag, - ResourceFilterPanel, - ResourceFilterSection, - type SearchConfig, -} from '@/app/workspace/[workspaceId]/components/resource/components/resource-options' -import { - Resource, - type ResourceRow, -} from '@/app/workspace/[workspaceId]/components/resource/resource' -import { useDepartments, usePeople } from '@/hooks/queries/people' -import { useDebouncedSearchSetter } from '@/hooks/use-debounced-search-setter' -import { useSearchFilterValue } from '@/hooks/use-search-filter-value' +import { Resource } from '@/app/workspace/[workspaceId]/components/resource/resource' -/** The filter's value for every department: stored text can't hold a NUL, so no department is this. */ -const ALL_DEPARTMENTS = '\u0000all' - -function personCell(person: PersonSummary) { - return { - icon: , - label: person.name, - } -} +const PeopleChart = dynamic(() => + import('@/app/o/[organizationId]/people/people-chart').then((module) => module.PeopleChart) +) +const DirectorySyncModal = dynamic(() => + import('@/app/o/[organizationId]/people/directory-sync-modal').then( + (module) => module.DirectorySyncModal + ) +) +const VIEWS = [ + { value: 'chart', label: 'Org chart', icon: Workflow }, + { value: 'directory', label: 'Directory', icon: List }, +] as const interface PeopleProps { organizationId: string } -/** Everyone in the organization, with the profile facts an admin has recorded or imported. */ export function People({ organizationId }: PeopleProps) { - const router = useRouter() const { viewer } = useOrganizationContext() - const [{ search, department }, setView] = useQueryStates(peopleParsers, peopleUrlKeys) - const [importing, setImporting] = useState(false) - const setSearch = useDebouncedSearchSetter((value, options) => - setView({ search: value }, options) + const [{ view, search, department, departmentKey, panel }, setView] = useQueryStates( + peopleParsers, + peopleUrlKeys ) - const debouncedSearch = useSearchFilterValue(search, SEARCH_DEBOUNCE_MS) - const query = debouncedSearch.trim() - const people = usePeople(organizationId, query, department) - const routes = organizationRoutes(organizationId) - - const departments = useDepartments(organizationId).data ?? [] + const [importOpen, setImportOpen] = useState(false) + const openSync = () => void setView({ panel: 'sync' }, { history: 'push' }) + const currentView = view ?? (search || department || departmentKey ? 'directory' : 'chart') - const rows: ResourceRow[] = useMemo( - () => - (people.data?.pages ?? []).flatMap((page) => - page.people.map((person) => ({ - id: person.memberId, - cells: { - name: personCell(person), - title: { label: person.title }, - department: { label: person.department }, - location: { label: person.location }, - manager: person.manager ? personCell(person.manager) : { label: null }, - }, - })) - ), - [people.data] + const viewSwitch = ( + void setView({ view: next }, { history: 'push' })} + /> ) - const searchConfig: SearchConfig = { - value: search, - onChange: setSearch, - onClearAll: () => setSearch(''), - placeholder: PEOPLE_SEARCH_PLACEHOLDER, - } - const setDepartment = (value: string) => void setView({ department: value }) - const filterTags: FilterTag[] = department - ? [{ label: `Department: ${department}`, onRemove: () => setDepartment('') }] - : [] - - if (!people.data && !people.isLoadingError) return - return ( setImporting(true), + onSelect: () => setImportOpen(true), }, ] : [] } /> - - - ({ - value: name, - label: `${name} (${count})`, - })), - ]} - value={department || ALL_DEPARTMENTS} - onChange={(value) => setDepartment(value === ALL_DEPARTMENTS ? '' : value)} - overlayContent={department || 'All'} - searchable - searchPlaceholder='Search departments...' - emptyMessage='No departments match' - className='w-full' - /> - - - ), - }} - filterTags={filterTags} - /> - router.push(routes.person(memberId))} - onLoadMore={() => void people.fetchNextPage()} - hasMore={people.hasNextPage} - isLoadingMore={people.isFetchingNextPage} - isFetching={people.isFetching} - loadMoreFailed={people.isFetchNextPageError} - emptyState={ - people.isLoadingError ? ( - void people.refetch()} - /> - ) : ( - void setView({ search: '', department: '' })} - /> - ) - } - /> - {importing && viewer.isAdmin && ( - setImporting(false)} /> + {currentView === 'chart' ? ( + setImportOpen(true) : undefined} + onSync={viewer.isAdmin ? openSync : undefined} + /> + ) : ( + <> +
    {viewSwitch}
    + + + )} + {importOpen && !panel && viewer.isAdmin && ( + setImportOpen(false)} /> + )} + {panel === 'sync' && viewer.isAdmin && ( + void setView({ panel: null })} + /> )}     ) diff --git a/apps/sim/app/o/[organizationId]/people/read-people-sheet.test.ts b/apps/sim/app/o/[organizationId]/people/read-people-sheet.test.ts index 2f4c5b5877e..3babf9af531 100644 --- a/apps/sim/app/o/[organizationId]/people/read-people-sheet.test.ts +++ b/apps/sim/app/o/[organizationId]/people/read-people-sheet.test.ts @@ -77,6 +77,12 @@ describe('readPeopleSheet', () => { ]) }) + it('rejects a spreadsheet with more than 100 named columns', async () => { + const headers = Array.from({ length: 101 }, (_, index) => `field-${index}`).join(',') + const file = new File([`${headers}\nvalue`], 'wide.csv') + await expect(readPeopleSheet(file)).rejects.toThrow('100 named columns') + }) + it('refuses a header row that repeats a column name', async () => { await expect( readPeopleSheet( diff --git a/apps/sim/app/o/[organizationId]/people/read-people-sheet.ts b/apps/sim/app/o/[organizationId]/people/read-people-sheet.ts index 0607514fe9c..b34b4ac510f 100644 --- a/apps/sim/app/o/[organizationId]/people/read-people-sheet.ts +++ b/apps/sim/app/o/[organizationId]/people/read-people-sheet.ts @@ -1,4 +1,4 @@ -import { PEOPLE_IMPORT_MAX_ROWS } from '@/lib/api/contracts/people' +import { PEOPLE_IMPORT_MAX_COLUMNS, PEOPLE_IMPORT_MAX_ROWS } from '@/lib/api/contracts/people' import { assertOoxmlPreviewWithinLimits } from '@/lib/file-parsers/ooxml-preview-guard' const MAX_FILE_BYTES = 5 * 1024 * 1024 @@ -24,6 +24,7 @@ export async function readPeopleSheet(file: File): Promise { const XLSX = await import('xlsx') const workbook = XLSX.read(data, { type: 'array', + sheets: 0, raw: /\.(csv|tsv)$/i.test(file.name), dense: true, // Keeps each cell's number format, which is how a date cell is told from a number. @@ -34,6 +35,10 @@ export async function readPeopleSheet(file: File): Promise { const dateSystem = { date1904: Boolean(workbook.Workbook?.WBProps?.date1904) } if (!sheet?.['!ref']) throw new Error('The file has no rows') const range = XLSX.utils.decode_range(sheet['!ref']) + const rowCount = range.e.r - range.s.r + if (rowCount > PEOPLE_IMPORT_MAX_ROWS) { + throw new Error(`Import at most ${PEOPLE_IMPORT_MAX_ROWS} rows at a time`) + } const grid = sheet['!data'] ?? [] const text = (row: number, column: number): string => { const cell = grid[row]?.[column] @@ -47,19 +52,19 @@ export async function readPeopleSheet(file: File): Promise { return String(cell.w ?? cell.v).trim() } const columns: { header: string; index: number }[] = [] - for (let index = range.s.c; index <= range.e.c; index++) { + for (const key of Object.keys(grid[range.s.r] ?? [])) { + const index = Number(key) const header = text(range.s.r, index) if (!header) continue if (columns.some((column) => column.header === header)) { throw new Error(`The ${header} column appears more than once`) } + if (columns.length === PEOPLE_IMPORT_MAX_COLUMNS) { + throw new Error(`Import at most ${PEOPLE_IMPORT_MAX_COLUMNS} named columns at a time`) + } columns.push({ header, index }) } if (!columns.length) throw new Error('The first row should name the columns') - const rowCount = range.e.r - range.s.r - if (rowCount > PEOPLE_IMPORT_MAX_ROWS) { - throw new Error(`Import at most ${PEOPLE_IMPORT_MAX_ROWS} rows at a time`) - } return { fileName: file.name, headers: columns.map(({ header }) => header), diff --git a/apps/sim/app/o/[organizationId]/people/search-params.ts b/apps/sim/app/o/[organizationId]/people/search-params.ts index a0e1f1589eb..7c36d570a58 100644 --- a/apps/sim/app/o/[organizationId]/people/search-params.ts +++ b/apps/sim/app/o/[organizationId]/people/search-params.ts @@ -1,9 +1,24 @@ -import { createSerializer, parseAsString } from 'nuqs/server' +import { truncateAtCodePoint } from '@sim/utils/string' +import { + createParser, + createSerializer, + parseAsInteger, + parseAsString, + parseAsStringLiteral, +} from 'nuqs/server' +import { PEOPLE_SEARCH_MAX_LENGTH } from '@/lib/people/validation' + +const boundedSearch = (value: string) => truncateAtCodePoint(value, PEOPLE_SEARCH_MAX_LENGTH, '') /** `search` matches name, email, title, department, or location; `department` narrows to one. */ export const peopleParsers = { - search: parseAsString.withDefault(''), + view: parseAsStringLiteral(['chart', 'directory'] as const), + panel: parseAsStringLiteral(['sync'] as const), + focus: parseAsString.withDefault(''), + page: parseAsInteger.withDefault(1), + search: createParser({ parse: boundedSearch, serialize: boundedSearch }).withDefault(''), department: parseAsString.withDefault(''), + departmentKey: parseAsString.withDefault(''), } as const export const peopleUrlKeys = { history: 'replace', clearOnDefault: true } as const diff --git a/apps/sim/app/o/[organizationId]/people/use-people-picker.tsx b/apps/sim/app/o/[organizationId]/people/use-people-picker.tsx new file mode 100644 index 00000000000..36b77209cff --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/use-people-picker.tsx @@ -0,0 +1,46 @@ +import { useState } from 'react' +import { Avatar } from '@sim/emcn' +import { PEOPLE_SEARCH_MAX_LENGTH } from '@/lib/people/validation' +import { SEARCH_DEBOUNCE_MS } from '@/lib/url-state' +import { usePeople } from '@/hooks/queries/people' +import { useDebounce } from '@/hooks/use-debounce' + +/** Shared, paginated directory search for chart navigation and editing a person's manager. */ +export function usePeoplePicker( + organizationId: string, + scope?: 'roots' | 'members', + excludeMemberId?: string +) { + const [search, setSearch] = useState('') + const [open, setOpen] = useState(false) + const term = useDebounce(search.trim(), SEARCH_DEBOUNCE_MS) + const query = usePeople(organizationId, term, '', { scope, enabled: open }) + const waiting = search.trim() !== term || query.isPlaceholderData + const people = + waiting || query.isRefetchError + ? [] + : (query.data?.pages ?? []).flatMap((page) => + page.people.filter((person) => person.memberId !== excludeMemberId) + ) + return { + search, + people, + pickerProps: { + searchable: true, + searchMaxLength: PEOPLE_SEARCH_MAX_LENGTH, + searchMode: 'server' as const, + onSearchChange: setSearch, + onOpenChange: setOpen, + options: people.map((person) => ({ + value: person.memberId, + label: [person.name, person.title, person.email].filter(Boolean).join(' · '), + iconElement: , + })), + hasMore: query.hasNextPage && !waiting, + onLoadMore: () => void query.fetchNextPage(), + isLoading: waiting || (query.isFetching && !query.isFetchingNextPage), + isLoadingMore: query.isFetchingNextPage, + error: query.error?.message, + }, + } +} diff --git a/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/resource-no-results.tsx b/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/resource-no-results.tsx index 8c29cacd4c5..94b69f8ddd1 100644 --- a/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/resource-no-results.tsx +++ b/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/resource-no-results.tsx @@ -14,6 +14,8 @@ interface ResourceNoResultsProps { onClear: () => void /** Where a search looked, for a list that isn't foldered within a workspace. */ searchScope?: string + /** The scope of active filters when the search is empty. */ + filterScope?: string } /** @@ -34,12 +36,13 @@ export function ResourceNoResults({ filterCount, onClear, searchScope = 'Searched every folder in this workspace.', + filterScope = 'Filters apply to this folder only.', }: ResourceNoResultsProps) { const trimmed = search.trim() return ( {trimmed && filterCount > 0 diff --git a/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-options/resource-options.tsx b/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-options/resource-options.tsx index 56c8100374a..d8b1fc770f1 100644 --- a/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-options/resource-options.tsx +++ b/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-options/resource-options.tsx @@ -64,6 +64,7 @@ export interface SearchTag { export interface SearchConfig { value: string + maxLength?: number onChange: (value: string) => void placeholder?: string inputRef?: React.RefObject @@ -280,6 +281,7 @@ const SearchSection = memo(function SearchSection({ search }: { search: SearchCo ref={search.inputRef} type='text' value={search.value} + maxLength={search.maxLength} onChange={(e) => search.onChange(e.target.value)} onKeyDown={search.onKeyDown} onFocus={search.onFocus} diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-controls/workflow-controls.tsx b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-controls/workflow-controls.tsx index 4593562cee7..e380f49acb5 100644 --- a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-controls/workflow-controls.tsx +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-controls/workflow-controls.tsx @@ -1,6 +1,6 @@ 'use client' -import { memo, useCallback, useRef, useState } from 'react' +import { memo, useRef, useState } from 'react' import { Button, ChevronDown, @@ -14,14 +14,13 @@ import { PopoverContent, PopoverItem, PopoverTrigger, - Redo, Tooltip, - Undo, } from '@sim/emcn' -import { SelectAll } from '@sim/emcn/icons' +import { Redo, Undo } from '@sim/emcn/icons' import { createLogger } from '@sim/logger' import { useReactFlow } from '@xyflow/react' import { useShallow } from 'zustand/react/shallow' +import { CanvasToolbar, CanvasToolbarButton } from '@/components/canvas-toolbar' import { useSession } from '@/lib/auth/client' import { useRegisterGlobalCommands } from '@/app/workspace/[workspaceId]/providers/global-commands-provider' import { createCommand } from '@/app/workspace/[workspaceId]/utils/commands' @@ -57,9 +56,9 @@ export const WorkflowControls = memo(function WorkflowControls() { const canUndo = stack.undo.length > 0 const canRedo = stack.redo.length > 0 - const handleFitToView = useCallback(() => { + const handleFitToView = () => { fitViewToBounds({ padding: 0.1, duration: 300 }) - }, [fitViewToBounds]) + } useRegisterGlobalCommands([ createCommand({ @@ -93,12 +92,10 @@ export const WorkflowControls = memo(function WorkflowControls() { return ( <> -
    {/* Canvas Mode Selector */} @@ -161,67 +158,21 @@ export const WorkflowControls = memo(function WorkflowControls() {
    - - - - - - Undo - - - - - - - - - Redo - - - -
    - - - - - - - Fit to View - - -
    + + + + onClick: () => void + shortcut?: string + disabled?: boolean +} + +export function CanvasToolbarButton({ + label, + icon: Icon, + shortcut, + disabled, + onClick, +}: CanvasToolbarButtonProps) { + return ( + + + + + + {shortcut ? {label} : label} + + + ) +} + +interface CanvasToolbarProps { + children: ReactNode + fitLabel: string + fitShortcut?: string + onFit: () => void + onContextMenu?: MouseEventHandler +} + +export function CanvasToolbar({ + children, + fitLabel, + fitShortcut, + onFit, + onContextMenu, +}: CanvasToolbarProps) { + return ( +
    + {children} +
    + +
    + ) +} diff --git a/apps/sim/ee/scim/TESTING.md b/apps/sim/ee/scim/TESTING.md index b7be55731e0..5ef8cdac379 100644 --- a/apps/sim/ee/scim/TESTING.md +++ b/apps/sim/ee/scim/TESTING.md @@ -12,6 +12,7 @@ provisioning service. - A running local app configured for hosted Enterprise SCIM with billing enabled, using a dedicated local PostgreSQL database with all migrations applied (including `0325`). Leave Redis unconfigured so the app uses PostgreSQL for rate-limit storage. + Enable People on the app with `PEOPLE=true` to exercise SCIM profile imports. For `next dev`, set `NEXT_PUBLIC_FORCE_HOSTED=true` and `BILLING_ENABLED=true`. - The app's local `BETTER_AUTH_SECRET`, at least 32 characters long. - An app URL using HTTP on `localhost`, `127.0.0.1`, or `::1`. The database must @@ -43,6 +44,8 @@ export SCIM_E2E_REPORT_PATH=/tmp/sim-scim-e2e-report.json bun run test:scim:e2e ``` +Set `PEOPLE_E2E_SCREENSHOT_DIR` to run the signed-in People import flow in Chromium and save its screenshots. Install Chromium with `bunx --no-install playwright install chromium` when using that option. + The first three variables are required; the report path is optional. The app and the harness must use the same database and authentication secret. The report contains check names, outcomes, timing, and HTTP request count; it excludes @@ -198,3 +201,5 @@ branches that do not belong in a local HTTP scenario: ```sh bun run --cwd apps/sim test ee/scim lib/api/server/routes/scim-route.test.ts ``` + +The SCIM suite exercises directory sync through its authenticated cron and admin routes. Set the same `CRON_SECRET` on the test runner and app. diff --git a/apps/sim/ee/scim/lib/application/admin/connection.ts b/apps/sim/ee/scim/lib/application/admin/connection.ts index 4507596a9a9..5076f7b3f6f 100644 --- a/apps/sim/ee/scim/lib/application/admin/connection.ts +++ b/apps/sim/ee/scim/lib/application/admin/connection.ts @@ -6,6 +6,7 @@ import { desc, eq } from 'drizzle-orm' import type { ScimConnectionSettingsInput } from '@/lib/api/contracts/organization-scim' import { acquireOrganizationMutationLock } from '@/lib/billing/organizations/membership' import { OrchestrationError } from '@/lib/core/orchestration/types' +import { markScimPeopleChanged } from '@/lib/people/sync/scim-changes' import { loadConnectionView, requireConnection, @@ -78,6 +79,8 @@ export const configureScimConnection = defineAuthorizedScimAdminUseCase({ createdBy: context.actorUserId, }) } + if (existing && nextStatus !== existing.status) + await markScimPeopleChanged(tx, context.organizationId) return { created: !existing, previousStatus: existing?.status ?? null, status: nextStatus } }) diff --git a/apps/sim/ee/scim/lib/application/users/provision-user.ts b/apps/sim/ee/scim/lib/application/users/provision-user.ts index d63a401c9ad..5b54f9151d2 100644 --- a/apps/sim/ee/scim/lib/application/users/provision-user.ts +++ b/apps/sim/ee/scim/lib/application/users/provision-user.ts @@ -21,6 +21,7 @@ import { invalidateAfterSessionRevocation, revokeUserSessionsTx, } from '@/lib/organizations/members/revocation' +import { markScimPeopleChanged } from '@/lib/people/sync/scim-changes' import { captureServerEvent } from '@/lib/posthog/server' import { deleteUserAccount } from '@/lib/users/account-deletion' import { @@ -228,6 +229,7 @@ export const provisionScimUser = defineAuthorizedScimUseCase({ organizationId: context.organizationId, scimUserId: inserted.id, }) + await markScimPeopleChanged(tx, context.organizationId) const record = await findScimUserById(tx, context.connection.id, inserted.id) if (!record) { throw new ScimError(500, undefined, 'The provisioned user could not be read back') diff --git a/apps/sim/ee/scim/lib/application/users/update-user.ts b/apps/sim/ee/scim/lib/application/users/update-user.ts index 7b6518b5430..c59da3292a0 100644 --- a/apps/sim/ee/scim/lib/application/users/update-user.ts +++ b/apps/sim/ee/scim/lib/application/users/update-user.ts @@ -13,6 +13,7 @@ import { invalidateAfterSessionRevocation, revokeUserSessionsTx, } from '@/lib/organizations/members/revocation' +import { markScimPeopleChanged } from '@/lib/people/sync/scim-changes' import type { ScimAuditEntry } from '@/ee/scim/lib/application/audit' import { defineAuthorizedScimUseCase, @@ -118,6 +119,8 @@ async function applyUserUpdate( active: next.active, }) + await markScimPeopleChanged(tx, context.organizationId) + const projection = await reconcileUserProjection(tx, { connectionId: context.connection.id, organizationId: context.organizationId, diff --git a/apps/sim/ee/scim/lib/identity/end-directory-membership.ts b/apps/sim/ee/scim/lib/identity/end-directory-membership.ts index 7ca29657988..50822d951c7 100644 --- a/apps/sim/ee/scim/lib/identity/end-directory-membership.ts +++ b/apps/sim/ee/scim/lib/identity/end-directory-membership.ts @@ -2,6 +2,7 @@ import { scimConnection, scimUser, scimUserTombstone, user } from '@sim/db/schem import { generateId } from '@sim/utils/id' import { and, eq, inArray } from 'drizzle-orm' import type { DbOrTx } from '@/lib/db/types' +import { markScimPeopleChanged } from '@/lib/people/sync/scim-changes' /** * What ending an organization membership means to the directory. @@ -13,8 +14,7 @@ import type { DbOrTx } from '@/lib/db/types' * relink the same account, and a suspension the directory applied ends with the * membership it was scoped to. * - * Imports only schema so the membership primitive can depend on it without a - * module cycle. + * The membership primitive can update People in this transaction without loading the sync worker. */ export async function endDirectoryMembershipTx( tx: DbOrTx, @@ -65,5 +65,7 @@ export async function endDirectoryMembershipTx( .set({ suspendedAt: null, suspensionSource: null, updatedAt: new Date() }) .where(and(eq(user.id, params.userId), eq(user.suspensionSource, 'scim'))) + await markScimPeopleChanged(tx, params.organizationId) + return { removed: rows.length } } diff --git a/apps/sim/ee/scim/lib/protocol/discovery.ts b/apps/sim/ee/scim/lib/protocol/discovery.ts index d79da904666..061ef7169fc 100644 --- a/apps/sim/ee/scim/lib/protocol/discovery.ts +++ b/apps/sim/ee/scim/lib/protocol/discovery.ts @@ -95,6 +95,7 @@ export function schemaDefinitions(baseUrl: string) { attribute('userName', { required: true, uniqueness: 'server' }), attribute('externalId'), attribute('displayName', { mutability: 'readWrite' }), + attribute('title'), attribute('active', { type: 'boolean' }), attribute('name', { type: 'complex', diff --git a/apps/sim/ee/scim/lib/repository/people-profiles.ts b/apps/sim/ee/scim/lib/repository/people-profiles.ts new file mode 100644 index 00000000000..635294b85c4 --- /dev/null +++ b/apps/sim/ee/scim/lib/repository/people-profiles.ts @@ -0,0 +1,157 @@ +import { + foldedEmail, + member, + peopleDirectoryStage, + scimConnection, + scimUser, + user, +} from '@sim/db/schema' +import { and, eq, isNull, type SQL, sql } from 'drizzle-orm' +import { z } from 'zod' +import { PEOPLE_IMPORT_MAX_ROWS } from '@/lib/api/contracts/people' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import type { DbTransaction } from '@/lib/db/types' +import { DIRECTORY_TEXT_MAX_LENGTH, PROFILE_TEXT_MAX_LENGTH } from '@/lib/people/validation' +import { isScimEntitledForOrganization } from '@/ee/scim/lib/entitlement' + +/** One character beyond a valid SCIM resource ID keeps oversized PATCH values unresolved. */ +const UNRESOLVED_MANAGER_LENGTH = 257 + +function projectedPeople( + tx: DbTransaction, + organizationId: string, + connectionId: string | SQL, + memberOnly: boolean +) { + const max = PROFILE_TEXT_MAX_LENGTH + 1 + return tx + .select({ + id: scimUser.id, + email: sql`left(${foldedEmail(user.email)},321)`, + name: sql`left(coalesce(nullif(case when ${scimUser.attributes}->>'displayNameSource' = 'provider' + then ${scimUser.attributes}->>'displayName' end,''),nullif(${scimUser.attributes} #>> '{name,formatted}',''),${user.name}),512)`, + location: memberOnly + ? sql`null` + : sql`(select left(coalesce( + nullif(concat_ws(', ',nullif(address->>'locality',''),nullif(address->>'region',''),nullif(address->>'country','')),''), + nullif(address->>'formatted','')), ${max}) + from jsonb_array_elements(case when jsonb_typeof(${scimUser.attributes} #> '{extra,addresses}')='array' + then ${scimUser.attributes} #> '{extra,addresses}' else '[]'::jsonb end) with ordinality as a(address,idx) + where lower(address->>'type')='work' order by case when address->>'primary'='true' then 0 else 1 end, idx limit 1)`, + title: sql`(select left(trim(entry.value #>> '{}'),${max}) + from jsonb_each(${scimUser.attributes}->'extra') entry + where lower(entry.key)='title' and jsonb_typeof(entry.value)='string' order by entry.key limit 1)`, + department: sql< + string | null + >`left(trim(${scimUser.attributes} #>> '{enterprise,department}'),${memberOnly ? max : DIRECTORY_TEXT_MAX_LENGTH + 1})`, + manager: sql< + string | null + >`left(${scimUser.attributes} #>> '{enterprise,manager,value}',${UNRESOLVED_MANAGER_LENGTH})`, + }) + .from(scimUser) + .innerJoin(user, eq(user.id, scimUser.userId)) + .where( + and( + eq(scimUser.connectionId, connectionId), + eq(scimUser.active, true), + isNull(user.suspendedAt), + memberOnly + ? sql`exists(select 1 from ${member} where ${member.userId}=${scimUser.userId} and ${member.organizationId}=${organizationId})` + : undefined + ) + ) +} + +export async function readProvisionedProfiles( + tx: DbTransaction, + organizationId: string, + apply: boolean +) { + const connectionQuery = tx + .select({ id: scimConnection.id }) + .from(scimConnection) + .where( + and(eq(scimConnection.organizationId, organizationId), eq(scimConnection.status, 'active')) + ) + const [connection] = await (apply ? connectionQuery.for('share') : connectionQuery) + if (!connection) + throw new OrchestrationError( + apply ? 'conflict' : 'validation', + apply + ? 'The provisioning connection is no longer active. Reconnect the directory and preview the import again.' + : 'Enable directory provisioning before importing profiles' + ) + const profiles = await projectedPeople(tx, organizationId, connection.id, true) + .orderBy(scimUser.orderKey, scimUser.id) + .limit(PEOPLE_IMPORT_MAX_ROWS + 1) + if (profiles.length > PEOPLE_IMPORT_MAX_ROWS) + throw new OrchestrationError( + 'validation', + 'One-time imports support up to 10,000 people. Use Directory sync for a larger directory.' + ) + const emails = new Map(profiles.map((profile) => [profile.id, profile.email])) + const rows = profiles.map((profile) => { + const row: Record = { email: profile.email } + if (profile.title?.trim()) row.title = profile.title + if (profile.department?.trim()) row.department = profile.department + if (profile.manager) + row.managerEmail = emails.get(profile.manager) ?? '(unavailable in this directory)' + return row + }) + return { + rows, + headers: ['email', 'title', 'department', 'managerEmail'], + sourceId: connection.id, + } +} + +/** Stage one database snapshot. A concurrent provisioning change independently marks a subsequent pass due. */ +export async function stageScimDirectory( + tx: DbTransaction, + organizationId: string, + runId: string, + expectedConnectionId: string +): Promise { + if (!(await isScimEntitledForOrganization(organizationId, tx))) + throw new OrchestrationError( + 'forbidden', + 'Directory provisioning is unavailable for this organization.' + ) + const source = projectedPeople(tx, organizationId, sql`(select id from connected)`, false) + const [result] = await tx.execute<{ + connected: boolean + complete: boolean + oversized: boolean + total: string + }>(sql` + WITH connected AS ( + SELECT ${scimConnection.id} FROM ${scimConnection} + WHERE ${scimConnection.organizationId}=${organizationId} AND ${scimConnection.id}=${expectedConnectionId} AND ${scimConnection.status}='active' + ), source(external_id,email,name,location,title,department,manager_external_id) AS (${source}), + staged AS ( + INSERT INTO ${peopleDirectoryStage} (organization_id,run_id,external_id,proposed_id,email,name,title,department,location,manager_external_id,reports_complete) + SELECT ${organizationId},${runId},external_id,gen_random_uuid()::text,email, + coalesce(nullif(btrim(name),''),email),nullif(title,''),nullif(department,''),nullif(location,''),nullif(manager_external_id,''),true + FROM source WHERE char_length(external_id) BETWEEN 1 AND 512 AND char_length(email) <= 320 AND email ~ ${z.regexes.email.source} + ON CONFLICT DO NOTHING RETURNING 1 + ), counts AS (SELECT (SELECT count(*) FROM source) AS expected,(SELECT count(*) FROM staged) AS actual) + SELECT EXISTS(SELECT 1 FROM connected) AS connected, expected=actual AS complete, actual::text AS total, + EXISTS (SELECT 1 FROM source WHERE char_length(department) > ${DIRECTORY_TEXT_MAX_LENGTH}) AS oversized FROM counts + `) + if (!result?.connected) + throw new OrchestrationError( + 'conflict', + 'The provisioning connection changed or is no longer active. Reconnect the directory.' + ) + if (result.oversized) + throw new OrchestrationError( + 'validation', + `A SCIM department exceeds ${DIRECTORY_TEXT_MAX_LENGTH} characters. Shorten it in the directory and sync again.` + ) + if (!result.complete) + throw new OrchestrationError( + 'validation', + 'Each directory user needs a unique ID and valid, unique email. Correct the source and sync again.' + ) + return Number(result.total) +} diff --git a/apps/sim/ee/sso/search-params.ts b/apps/sim/ee/sso/search-params.ts index 81d47c822d6..33ed6f8f7fc 100644 --- a/apps/sim/ee/sso/search-params.ts +++ b/apps/sim/ee/sso/search-params.ts @@ -1,4 +1,4 @@ -import { parseAsBoolean, parseAsString, parseAsStringLiteral } from 'nuqs/server' +import { createSerializer, parseAsBoolean, parseAsString, parseAsStringLiteral } from 'nuqs/server' export const SSO_SETTINGS_TABS = ['sign-in', 'domains', 'provisioning'] as const @@ -10,3 +10,5 @@ export const ssoSettingsParsers = { } export const ssoSettingsUrlKeys = { history: 'push', clearOnDefault: true } as const + +export const serializeSsoSettings = createSerializer(ssoSettingsParsers) diff --git a/apps/sim/hooks/queries/people-sync.ts b/apps/sim/hooks/queries/people-sync.ts new file mode 100644 index 00000000000..f5e49767251 --- /dev/null +++ b/apps/sim/hooks/queries/people-sync.ts @@ -0,0 +1,116 @@ +import { useRef } from 'react' +import { type QueryClient, useMutation, useQuery, useQueryClient } from '@tanstack/react-query' +import { isApiClientError } from '@/lib/api/client/errors' +import { requestJson } from '@/lib/api/client/request' +import type { ContractJsonResponse } from '@/lib/api/contracts' +import { + configurePeopleSyncContract, + disconnectPeopleSyncContract, + getPeopleSyncContract, + type PeopleSyncConfig, + type PeopleSyncStatus, + runPeopleSyncContract, +} from '@/lib/api/contracts/people-sync' +import { peopleKeys } from '@/hooks/queries/people' + +const SYNC_STATUS_STALE_TIME = 5_000 +const ACTIVE_SYNC_POLL_MS = 2_500 +const IDLE_SYNC_POLL_MS = 30_000 +const syncKeys = { + all: ['people-directory-sync'] as const, + organization: (organizationId: string) => [...syncKeys.all, organizationId] as const, +} + +type SyncResult = ContractJsonResponse + +export function isDirectorySyncAccessError(error: unknown) { + return isApiClientError(error) && [401, 403, 404].includes(error.status) +} + +function refreshPublishedPeople(client: QueryClient, organizationId: string, result: SyncResult) { + const previous = client.getQueryData(syncKeys.organization(organizationId)) + if ((previous?.sync?.lastSuccessAt ?? null) !== (result.sync?.lastSuccessAt ?? null)) { + return client.invalidateQueries({ queryKey: peopleKeys.organization(organizationId) }) + } +} + +export function usePeopleSyncStatus(organizationId: string) { + const client = useQueryClient() + return useQuery({ + queryKey: syncKeys.organization(organizationId), + queryFn: async ({ signal }) => { + const result = await requestJson(getPeopleSyncContract, { + params: { id: organizationId }, + signal, + }) + if (!signal.aborted) void refreshPublishedPeople(client, organizationId, result) + return result + }, + staleTime: SYNC_STATUS_STALE_TIME, + refetchInterval: (query) => { + const sync = query.state.data?.sync + const error = query.state.error + if (error) return isDirectorySyncAccessError(error) ? false : IDLE_SYNC_POLL_MS + if (!sync) return false + if (sync.retryAt) return IDLE_SYNC_POLL_MS + return sync.state === 'syncing' || sync.state === 'queued' + ? ACTIVE_SYNC_POLL_MS + : IDLE_SYNC_POLL_MS + }, + }) +} + +export function usePeopleSyncActions(organizationId: string) { + const client = useQueryClient() + // Only the action name may enter the mutation cache or its devtools. + const nextConfig = useRef(null) + const busy = useRef(false) + const mutation = useMutation({ + gcTime: 0, + retry: false, + networkMode: 'always', + mutationFn: ( + action: 'configure' | 'run' | 'disconnect' + ): Promise<{ sync: PeopleSyncStatus | null }> => { + const params = { id: organizationId } + if (action === 'run') return requestJson(runPeopleSyncContract, { params }) + if (action === 'disconnect') return requestJson(disconnectPeopleSyncContract, { params }) + const body = nextConfig.current + nextConfig.current = null + if (!body) throw new Error('Choose a directory connection') + return requestJson(configurePeopleSyncContract, { params, body }) + }, + onSuccess: async (result) => { + const queryKey = syncKeys.organization(organizationId) + await client.cancelQueries({ queryKey }) + const refreshed = refreshPublishedPeople(client, organizationId, result) + client.setQueryData(queryKey, result) + await refreshed + }, + onError: () => client.invalidateQueries({ queryKey: syncKeys.organization(organizationId) }), + onSettled: () => { + busy.current = false + nextConfig.current = null + }, + }) + function submit( + action: 'configure' | 'run' | 'disconnect', + config?: PeopleSyncConfig, + onSuccess?: () => void + ) { + if (busy.current) return + busy.current = true + nextConfig.current = config ?? null + mutation.mutate(action, { onSuccess }) + } + return { + configure: (config: PeopleSyncConfig, onSuccess: () => void) => + submit('configure', config, onSuccess), + run: () => submit('run'), + disconnect: (onSuccess: () => void) => submit('disconnect', undefined, onSuccess), + pending: mutation.isPending, + action: mutation.isPending ? mutation.variables : null, + error: mutation.error, + reset: mutation.reset, + } +} diff --git a/apps/sim/hooks/queries/people.ts b/apps/sim/hooks/queries/people.ts index c13bf3dc09b..f5d4194dea2 100644 --- a/apps/sim/hooks/queries/people.ts +++ b/apps/sim/hooks/queries/people.ts @@ -1,60 +1,116 @@ -import { - keepPreviousData, - useInfiniteQuery, - useMutation, - useQuery, - useQueryClient, -} from '@tanstack/react-query' +import { useRef } from 'react' +import { useInfiniteQuery, useMutation, useQuery, useQueryClient } from '@tanstack/react-query' import { isApiClientError } from '@/lib/api/client/errors' import { requestJson } from '@/lib/api/client/request' import { + getPeopleChartContract, getPersonContract, importPeopleContract, listDepartmentsContract, listPeopleContract, + type PeopleImportBody, type PersonBody, updatePersonContract, } from '@/lib/api/contracts/people' const PEOPLE_STALE_TIME = 60 * 1000 +const VISIBLE_PROFILE_REFRESH_MS = 5 * 60_000 -const peopleKeys = { +export const peopleKeys = { all: ['people'] as const, organization: (organizationId: string) => [...peopleKeys.all, organizationId] as const, - list: (organizationId: string, search: string, department: string) => - [...peopleKeys.organization(organizationId), 'list', search, department] as const, - departments: (organizationId: string) => - [...peopleKeys.organization(organizationId), 'departments'] as const, + list: ( + organizationId: string, + search: string, + department: string, + scope?: 'roots' | 'members', + departmentKey?: string + ) => + [ + ...peopleKeys.organization(organizationId), + 'list', + scope, + search, + department, + departmentKey, + ] as const, + chart: (organizationId: string, memberId: string, page: number, size: number) => + [...peopleKeys.organization(organizationId), 'chart', memberId, page, size] as const, + departments: (organizationId: string, search: string) => + [...peopleKeys.organization(organizationId), 'departments', search] as const, person: (organizationId: string, memberId: string) => [...peopleKeys.organization(organizationId), 'person', memberId] as const, } -export function usePeople(organizationId: string, search: string, department: string) { +export function usePeople( + organizationId: string, + search: string, + department: string, + options: { scope?: 'roots' | 'members'; enabled?: boolean; departmentKey?: string } = {} +) { return useInfiniteQuery({ - queryKey: peopleKeys.list(organizationId, search, department), + queryKey: peopleKeys.list( + organizationId, + search, + department, + options.scope, + options.departmentKey + ), + enabled: options.enabled, initialPageParam: undefined as string | undefined, queryFn: ({ signal, pageParam }) => requestJson(listPeopleContract, { params: { id: organizationId }, query: { + scope: options.scope, search: search || undefined, - department: department || undefined, + department: options.departmentKey ? undefined : department || undefined, + departmentKey: options.departmentKey || undefined, cursor: pageParam, }, signal, }), getNextPageParam: (page) => page.nextCursor ?? undefined, staleTime: PEOPLE_STALE_TIME, - placeholderData: keepPreviousData, + placeholderData: (previous, query) => + query?.queryKey[1] === organizationId && query.queryKey[3] === options.scope + ? previous + : undefined, }) } -export function useDepartments(organizationId: string) { +export function usePeopleChart( + organizationId: string, + memberId: string, + page: number, + size: number +) { return useQuery({ - queryKey: peopleKeys.departments(organizationId), + queryKey: peopleKeys.chart(organizationId, memberId, page, size), queryFn: ({ signal }) => - requestJson(listDepartmentsContract, { params: { id: organizationId }, signal }), - select: (data) => data.departments, + requestJson(getPeopleChartContract, { + params: { id: organizationId }, + query: { memberId: memberId || undefined, page, size }, + signal, + }), + refetchInterval: VISIBLE_PROFILE_REFRESH_MS, + retry: (failures, error) => !(isApiClientError(error) && error.status === 404) && failures < 1, + staleTime: PEOPLE_STALE_TIME, + }) +} + +export function useDepartments(organizationId: string, search: string, enabled: boolean) { + return useInfiniteQuery({ + queryKey: peopleKeys.departments(organizationId, search), + enabled, + initialPageParam: undefined as string | undefined, + queryFn: ({ signal, pageParam }) => + requestJson(listDepartmentsContract, { + params: { id: organizationId }, + query: { search: search || undefined, cursor: pageParam }, + signal, + }), + getNextPageParam: (page) => page.nextCursor ?? undefined, staleTime: PEOPLE_STALE_TIME, }) } @@ -64,6 +120,7 @@ export function usePerson(organizationId: string, memberId: string) { queryKey: peopleKeys.person(organizationId, memberId), queryFn: ({ signal }) => requestJson(getPersonContract, { params: { id: organizationId, memberId }, signal }), + refetchInterval: VISIBLE_PROFILE_REFRESH_MS, retry: (failures, error) => !(isApiClientError(error) && error.status === 404) && failures < 1, staleTime: PEOPLE_STALE_TIME, }) @@ -86,11 +143,27 @@ export function useUpdatePerson(organizationId: string) { export function useImportPeople(organizationId: string) { const invalidate = useInvalidatePeople(organizationId) - return useMutation({ - mutationFn: (body: { headers: string[]; rows: string[][]; apply: boolean }) => - requestJson(importPeopleContract, { params: { id: organizationId }, body }), + // Provider tokens must never enter the mutation cache or its devtools. + const nextRequest = useRef(null) + const mutation = useMutation({ + gcTime: 0, + retry: false, + networkMode: 'always', + mutationFn: () => { + const body = nextRequest.current + nextRequest.current = null + if (!body) throw new Error('Choose an import source') + return requestJson(importPeopleContract, { params: { id: organizationId }, body }) + }, onSuccess: (result) => { if (result.applied) return invalidate() }, }) + return { + submit: (body: PeopleImportBody) => { + nextRequest.current = body + return mutation.mutateAsync() + }, + isPending: mutation.isPending, + } } diff --git a/apps/sim/lib/api/contracts/people-sync-cron.ts b/apps/sim/lib/api/contracts/people-sync-cron.ts new file mode 100644 index 00000000000..acc37f1bfd2 --- /dev/null +++ b/apps/sim/lib/api/contracts/people-sync-cron.ts @@ -0,0 +1,8 @@ +import { z } from 'zod' +import { defineRouteContract } from '@/lib/api/contracts' + +export const sweepPeopleDirectoriesContract = defineRouteContract({ + method: 'GET', + path: '/api/cron/people-directory-sync', + response: { mode: 'json', schema: z.object({ attempted: z.number().int().nonnegative() }) }, +}) diff --git a/apps/sim/lib/api/contracts/people-sync.ts b/apps/sim/lib/api/contracts/people-sync.ts new file mode 100644 index 00000000000..421a2c320ab --- /dev/null +++ b/apps/sim/lib/api/contracts/people-sync.ts @@ -0,0 +1,80 @@ +import { z } from 'zod' +import { defineRouteContract } from '@/lib/api/contracts' +import { organizationIdSchema } from '@/lib/api/contracts/primitives' + +const params = z.object({ id: organizationIdSchema }) +const path = '/api/organizations/[id]/people/sync' + +/** Credentials used to read the organization's directory on a schedule. */ +export const peopleSyncConfigSchema = z.discriminatedUnion('source', [ + z + .object({ + source: z.literal('okta'), + domain: z.string().trim().min(1).max(255), + token: z + .string() + .trim() + .min(1) + .max(32_768) + .regex(/^[!-~]+$/, 'Enter a valid API token'), + }) + .strict(), + z + .object({ + source: z.literal('entra'), + tenantId: z.guid({ error: 'Enter a valid directory (tenant) ID.' }), + clientId: z.guid({ error: 'Enter a valid application (client) ID.' }), + clientSecret: z.string().trim().min(1).max(8192), + }) + .strict(), + z.object({ source: z.literal('scim') }).strict(), +]) +export type PeopleSyncConfig = z.infer + +const status = z.object({ + source: z.enum(['okta', 'entra', 'scim']), + state: z.enum(['scheduled', 'syncing', 'failed', 'queued']), + domain: z.string().optional(), + tenantId: z.string().optional(), + clientId: z.string().optional(), + lastAttemptAt: z.iso.datetime().nullable(), + lastSuccessAt: z.iso.datetime().nullable(), + lastFailedAt: z.iso.datetime().nullable(), + nextSyncAt: z.iso.datetime().nullable(), + lastError: z.string().nullable(), + progress: z + .object({ + phase: z.enum(['users', 'relationships', 'publish']), + usersRead: z.number().int().nonnegative(), + }) + .nullable(), + retryAt: z.iso.datetime().nullable(), + retryBlocked: z.boolean(), +}) +export type PeopleSyncStatus = z.infer + +export const getPeopleSyncContract = defineRouteContract({ + method: 'GET', + path, + params, + response: { mode: 'json', schema: z.object({ sync: status.nullable() }) }, +}) +export const configurePeopleSyncContract = defineRouteContract({ + method: 'PUT', + path, + params, + body: peopleSyncConfigSchema, + response: { mode: 'json', schema: z.object({ sync: status }) }, +}) +export const runPeopleSyncContract = defineRouteContract({ + method: 'POST', + path: '/api/organizations/[id]/people/sync/run', + params, + response: { mode: 'json', schema: z.object({ sync: status }) }, +}) +export const disconnectPeopleSyncContract = defineRouteContract({ + method: 'DELETE', + path, + params, + response: { mode: 'json', schema: z.object({ sync: z.null() }) }, +}) diff --git a/apps/sim/lib/api/contracts/people.ts b/apps/sim/lib/api/contracts/people.ts index 4d0d1c88b20..1f9ce5d6b03 100644 --- a/apps/sim/lib/api/contracts/people.ts +++ b/apps/sim/lib/api/contracts/people.ts @@ -1,17 +1,28 @@ import { z } from 'zod' -import { defineRouteContract } from '@/lib/api/contracts' +import { + type ContractBody, + type ContractJsonResponse, + defineRouteContract, +} from '@/lib/api/contracts' import { organizationIdSchema } from '@/lib/api/contracts/primitives' -import { memberProfileFieldsSchema } from '@/lib/people/validation' +import { + DIRECTORY_TEXT_MAX_LENGTH, + memberProfileFieldsSchema, + PEOPLE_SEARCH_MAX_LENGTH, +} from '@/lib/people/validation' /** Rows one import may carry; larger organizations import in several files. */ export const PEOPLE_IMPORT_MAX_ROWS = 10_000 +export const PEOPLE_IMPORT_MAX_COLUMNS = 100 const params = z.object({ id: organizationIdSchema }) +const departmentKey = z.string().regex(/^[0-9a-f]{64}$/) const personParams = params.extend({ memberId: z.string().min(1).max(255) }) const personSummarySchema = z.object({ memberId: z.string(), - userId: z.string(), + /** Null for a directory identity without an organization membership. */ + userId: z.string().nullable(), name: z.string(), email: z.string(), image: z.string().nullable(), @@ -21,6 +32,7 @@ export type PersonSummary = z.output const personSchema = personSummarySchema.extend({ department: z.string().nullable(), + departmentKey: departmentKey.optional(), location: z.string().nullable(), /** `YYYY-MM-DD`. */ startDate: z.string().nullable(), @@ -28,7 +40,8 @@ const personSchema = personSummarySchema.extend({ manager: personSummarySchema.nullable(), /** The stored manager link, kept while that manager is suspended. */ managerMemberId: z.string().nullable(), - joinedAt: z.iso.datetime(), + directorySource: z.enum(['okta', 'entra', 'scim']).nullable(), + joinedAt: z.iso.datetime().nullable(), }) export type Person = z.output export type PersonBody = z.input @@ -38,13 +51,19 @@ export const listPeopleContract = defineRouteContract({ path: '/api/organizations/[id]/people', params, query: z.object({ - search: z.string().max(200).optional(), - department: z.string().max(200).optional(), + scope: z.enum(['roots', 'members']).optional(), + search: z.string().max(PEOPLE_SEARCH_MAX_LENGTH).optional(), + department: z.string().max(DIRECTORY_TEXT_MAX_LENGTH).optional(), + departmentKey: departmentKey.optional(), cursor: z.string().min(1).max(1024).optional(), }), response: { mode: 'json', - schema: z.object({ people: z.array(personSchema), nextCursor: z.string().nullable() }), + schema: z.object({ + people: z.array(personSchema), + selectedDepartment: z.string().nullable(), + nextCursor: z.string().nullable(), + }), }, }) @@ -52,15 +71,54 @@ export const listDepartmentsContract = defineRouteContract({ method: 'GET', path: '/api/organizations/[id]/people/departments', params, + query: z.object({ + search: z.string().max(PEOPLE_SEARCH_MAX_LENGTH).optional(), + cursor: z.string().min(1).max(1024).optional(), + }), response: { mode: 'json', schema: z.object({ /** Largest first. */ - departments: z.array(z.object({ name: z.string(), count: z.number().int() })), + departments: z.array( + z.object({ + name: z.string(), + count: z.number().int(), + departmentKey: departmentKey.optional(), + }) + ), + nextCursor: z.string().nullable(), }), }, }) +export const getPeopleChartContract = defineRouteContract({ + method: 'GET', + path: '/api/organizations/[id]/people/chart', + params, + query: z.object({ + memberId: personParams.shape.memberId.optional(), + page: z.coerce.number().int().min(1).max(1_000_000).default(1), + size: z.coerce.number().int().min(1).max(4).default(4), + }), + response: { + mode: 'json', + schema: z.object({ + person: personSchema, + chain: z.array(personSummarySchema), + reports: z.array( + personSummarySchema.extend({ + department: z.string().nullable(), + reportCount: z.number().int(), + }) + ), + totalReports: z.number().int(), + page: z.number().int(), + }), + }, +}) + +export type ChartBranch = ContractJsonResponse + export const getPersonContract = defineRouteContract({ method: 'GET', path: '/api/organizations/[id]/people/[memberId]', @@ -71,7 +129,9 @@ export const getPersonContract = defineRouteContract({ person: personSchema, /** Managers above this person, nearest first. */ chain: z.array(personSummarySchema), + /** The first fifty direct reports, in directory order. */ reports: z.array(personSummarySchema), + totalReports: z.number().int(), }), }, }) @@ -84,6 +144,7 @@ export const updatePersonContract = defineRouteContract({ response: { mode: 'json', schema: z.object({ person: personSchema }) }, }) +const previewDigestSchema = z.string().regex(/^[0-9a-f]{64}$/) const peopleImportResultSchema = z.object({ /** Profiles the import changed, or would change on a preview. */ updated: z.number().int(), @@ -100,31 +161,72 @@ const peopleImportResultSchema = z.object({ }) ), applied: z.boolean(), + previewDigest: previewDigestSchema.optional(), }) export type PeopleImportResult = z.output +const directoryToken = z + .string() + .trim() + .min(1) + .max(32_768) + .regex(/^[!-~]+$/, 'Enter a valid token') + export const importPeopleContract = defineRouteContract({ method: 'POST', path: '/api/organizations/[id]/people/import', params, body: z - .object({ - headers: z - .array(z.string().max(200)) - .min(1) - .max(100) - .refine( - (headers) => new Set(headers).size === headers.length, - 'Each column must have its own name' - ), - /** Each row's cells in header order; a short row leaves its trailing cells blank. */ - rows: z - .array(z.array(z.string().max(1000)).max(100)) - .min(1, 'The file has no rows') - .max(PEOPLE_IMPORT_MAX_ROWS, `Import at most ${PEOPLE_IMPORT_MAX_ROWS} rows at a time`), - /** `false` previews the import without changing anything. */ - apply: z.boolean(), - }) - .strict(), + .union([ + z + .object({ + headers: z + .array(z.string().max(200)) + .min(1) + .max(PEOPLE_IMPORT_MAX_COLUMNS) + .refine( + (headers) => new Set(headers).size === headers.length, + 'Each column must have its own name' + ), + /** Each row's cells in header order; a short row leaves its trailing cells blank. */ + rows: z + .array(z.array(z.string().max(1000)).max(PEOPLE_IMPORT_MAX_COLUMNS)) + .min(1, 'The file has no rows') + .max(PEOPLE_IMPORT_MAX_ROWS, `Import at most ${PEOPLE_IMPORT_MAX_ROWS} rows at a time`), + /** `false` previews the import without changing anything. */ + apply: z.boolean(), + }) + .strict(), + z + .object({ + source: z.literal('directory'), + apply: z.boolean(), + previewDigest: previewDigestSchema.optional(), + }) + .strict(), + z + .object({ + source: z.literal('okta'), + domain: z.string().trim().min(1).max(255), + token: directoryToken, + apply: z.boolean(), + previewDigest: previewDigestSchema.optional(), + }) + .strict(), + z + .object({ + source: z.literal('entra'), + token: directoryToken, + apply: z.boolean(), + previewDigest: previewDigestSchema.optional(), + }) + .strict(), + ]) + .refine((input) => !('source' in input) || !input.apply || Boolean(input.previewDigest), { + path: ['previewDigest'], + message: 'Preview the directory before importing.', + }), response: { mode: 'json', schema: peopleImportResultSchema }, }) + +export type PeopleImportBody = ContractBody diff --git a/apps/sim/lib/api/server/people-presenters.ts b/apps/sim/lib/api/server/people-presenters.ts index ead4a9f98df..51a602184cd 100644 --- a/apps/sim/lib/api/server/people-presenters.ts +++ b/apps/sim/lib/api/server/people-presenters.ts @@ -1,6 +1,16 @@ +import { sha256Hex } from '@sim/security/hash' import type { Person } from '@/lib/api/contracts/people' import type { PersonRecord } from '@/lib/people/repository' +/** Short readable labels fit in a URL. Link to longer values by their complete UTF-8 digest. */ +export function departmentFilterKey(department: string | null): string | undefined { + return department && Buffer.byteLength(department) > 200 ? sha256Hex(department) : undefined +} + export function presentPerson(person: PersonRecord): Person { - return { ...person, joinedAt: person.joinedAt.toISOString() } + return { + ...person, + departmentKey: departmentFilterKey(person.department), + joinedAt: person.joinedAt?.toISOString() ?? null, + } } diff --git a/apps/sim/lib/core/config/feature-flags.ts b/apps/sim/lib/core/config/feature-flags.ts index f8e2e60d5bf..e5153791165 100644 --- a/apps/sim/lib/core/config/feature-flags.ts +++ b/apps/sim/lib/core/config/feature-flags.ts @@ -17,7 +17,7 @@ const FEATURE_FLAGS_PROFILE = 'feature-flags' * `adminEnabled` for platform admins. An absent clause never matches. Shape shared with the other * AppConfig gating documents via {@link AppConfigGateRule}. */ -export type FeatureFlagRule = AppConfigGateRule +type FeatureFlagRule = AppConfigGateRule export type FeatureFlagsConfig = Record @@ -74,7 +74,7 @@ const FEATURE_FLAGS = { }, people: { description: - 'Enable the organization People page: member profiles, reporting lines, and people-data import. Supports organization rollout; disabled by default.', + 'Enable the organization People directory, org chart, profile imports, and directory sync. Supports organization rollout; disabled by default.', fallback: 'PEOPLE', }, 'mothership-model-selector': { diff --git a/apps/sim/lib/people/application/directory-sync.ts b/apps/sim/lib/people/application/directory-sync.ts new file mode 100644 index 00000000000..8af1aafbe0f --- /dev/null +++ b/apps/sim/lib/people/application/directory-sync.ts @@ -0,0 +1,101 @@ +import { AuditAction, AuditResourceType } from '@sim/audit' +import type { PeopleSyncConfig } from '@/lib/api/contracts/people-sync' +import { + defineAuthorizedOrganizationUseCase, + type OrganizationUseCaseContext, +} from '@/lib/core/application/authorized-organization-use-case' +import { defineOrganizationOperation } from '@/lib/core/application/organization-operation' +import { requirePeopleEnabled } from '@/lib/people/feature-flag' +import { + configureDirectorySync, + disconnectDirectorySync, + getDirectorySync, + requestDirectorySync, +} from '@/lib/people/sync/service' + +interface OrganizationInput { + organizationId: string +} + +const admin = { minimumRole: 'admin', principalKinds: ['session'] } as const +function authorizePeople({ input }: OrganizationUseCaseContext) { + return requirePeopleEnabled(input.organizationId) +} + +export const getPeopleSync = defineAuthorizedOrganizationUseCase({ + // permission-group-exempt: administrators manage directory sources independently of member-directory visibility. + operation: defineOrganizationOperation({ + id: 'organization.people.sync.get', + capability: 'none', + ...admin, + }), + authorizeResource: authorizePeople, + async execute({ input }: OrganizationUseCaseContext) { + return { sync: await getDirectorySync(input.organizationId) } + }, +}) + +export const configurePeopleSync = defineAuthorizedOrganizationUseCase({ + // permission-group-exempt: administrators manage directory sources independently of member-directory visibility. + operation: defineOrganizationOperation({ + id: 'organization.people.sync.configure', + capability: 'none', + ...admin, + }), + authorizeResource: authorizePeople, + async execute({ + input, + context, + }: OrganizationUseCaseContext) { + return { + sync: await configureDirectorySync(input.organizationId, input.config, context.userId), + } + }, + projectAudit: ({ input }) => ({ + action: AuditAction.ORG_PEOPLE_SYNC_CONFIGURED, + resourceType: AuditResourceType.ORGANIZATION, + resourceId: input.organizationId, + description: 'Configured people directory sync', + metadata: { source: input.config.source }, + }), +}) + +export const runPeopleSync = defineAuthorizedOrganizationUseCase({ + // permission-group-exempt: administrators manage directory sources independently of member-directory visibility. + operation: defineOrganizationOperation({ + id: 'organization.people.sync.run', + capability: 'none', + ...admin, + }), + authorizeResource: authorizePeople, + async execute({ input }: OrganizationUseCaseContext) { + return { sync: await requestDirectorySync(input.organizationId) } + }, + projectAudit: ({ input, result }) => ({ + action: AuditAction.ORG_PEOPLE_SYNC_REQUESTED, + resourceType: AuditResourceType.ORGANIZATION, + resourceId: input.organizationId, + description: 'Requested people directory sync', + metadata: { source: result.sync.source }, + }), +}) + +export const disconnectPeopleSync = defineAuthorizedOrganizationUseCase({ + // permission-group-exempt: administrators manage directory sources independently of member-directory visibility. + operation: defineOrganizationOperation({ + id: 'organization.people.sync.disconnect', + capability: 'none', + ...admin, + }), + authorizeResource: authorizePeople, + async execute({ input }: OrganizationUseCaseContext) { + await disconnectDirectorySync(input.organizationId) + return { sync: null } + }, + projectAudit: ({ input }) => ({ + action: AuditAction.ORG_PEOPLE_SYNC_DISCONNECTED, + resourceType: AuditResourceType.ORGANIZATION, + resourceId: input.organizationId, + description: 'Disconnected people directory sync', + }), +}) diff --git a/apps/sim/lib/people/application/operations.ts b/apps/sim/lib/people/application/operations.ts index 3713b616ce2..73756e1098e 100644 --- a/apps/sim/lib/people/application/operations.ts +++ b/apps/sim/lib/people/application/operations.ts @@ -22,6 +22,13 @@ export const peopleOperations = { ...session, }), // permission-group-exempt: the application enforces organization.member_directory for ordinary members. + chart: defineOrganizationOperation({ + id: 'organization.people.chart', + minimumRole: 'member', + capability: 'none', + ...session, + }), + // permission-group-exempt: the application enforces organization.member_directory for ordinary members. get: defineOrganizationOperation({ id: 'organization.people.get', minimumRole: 'member', diff --git a/apps/sim/lib/people/application/use-cases.ts b/apps/sim/lib/people/application/use-cases.ts index f2a481b46ad..041633bfa2c 100644 --- a/apps/sim/lib/people/application/use-cases.ts +++ b/apps/sim/lib/people/application/use-cases.ts @@ -1,6 +1,6 @@ import { AuditAction, AuditResourceType } from '@sim/audit' import { db } from '@sim/db' -import type { PeopleImportResult } from '@/lib/api/contracts/people' +import type { PeopleImportBody, PeopleImportResult } from '@/lib/api/contracts/people' import type { CursorKey } from '@/lib/api/list-query' import { defineAuthorizedOrganizationUseCase, @@ -10,9 +10,12 @@ import { OrchestrationError } from '@/lib/core/orchestration/types' import { requireOrganizationMemberDirectory } from '@/lib/organizations/application/reads' import { peopleOperations } from '@/lib/people/application/operations' import { requirePeopleEnabled } from '@/lib/people/feature-flag' -import { matchPeopleColumns, type PeopleImportMember, planPeopleImport } from '@/lib/people/import' +import { matchPeopleColumns, peopleImportEmails, planPeopleImport } from '@/lib/people/import' +import { readProviderProfiles, verifyDirectoryPreview } from '@/lib/people/provider-import' import * as repository from '@/lib/people/repository' import type { MemberProfileFields } from '@/lib/people/validation' +import { isScimEntitledForOrganization } from '@/ee/scim/lib/entitlement' +import { readProvisionedProfiles } from '@/ee/scim/lib/repository/people-profiles' interface OrganizationInput { organizationId: string @@ -44,16 +47,53 @@ export const listPeople = defineAuthorizedOrganizationUseCase({ execute: ({ input, }: OrganizationUseCaseContext< - OrganizationInput & { search?: string; department?: string; cursorKeys?: CursorKey[] } + OrganizationInput & { + search?: string + department?: string + departmentKey?: string + scope?: 'roots' | 'members' + cursorKeys?: CursorKey[] + } >) => repository.listPeople(input.organizationId, input), }) +export const getPeopleChart = defineAuthorizedOrganizationUseCase({ + operation: peopleOperations.chart, + authorizeResource: authorizeDirectory, + async execute({ + input, + context, + }: OrganizationUseCaseContext< + OrganizationInput & { + memberId?: string + page: number + size: number + } + >) { + const branch = await db.transaction( + (tx) => + repository.getChartBranch( + tx, + input.organizationId, + input.memberId ? { memberId: input.memberId } : { userId: context.userId }, + input.page, + input.size + ), + { isolationLevel: 'repeatable read', accessMode: 'read only' } + ) + if (!branch) throw new OrchestrationError('not_found', 'Person not found') + return branch + }, +}) + /** The departments people belong to, with head counts, for filtering the People page. */ export const listDepartments = defineAuthorizedOrganizationUseCase({ operation: peopleOperations.listDepartments, authorizeResource: authorizeDirectory, - execute: ({ input }: OrganizationUseCaseContext) => - repository.listDepartments(input.organizationId), + execute: ({ + input, + }: OrganizationUseCaseContext) => + repository.listDepartments(input.organizationId, input), }) /** @@ -64,17 +104,18 @@ export const getPerson = defineAuthorizedOrganizationUseCase({ operation: peopleOperations.get, authorizeResource: authorizeDirectory, async execute({ input }: OrganizationUseCaseContext) { - const { organizationId, memberId } = input - const { person, chain, reports } = await db.transaction( - async (tx) => ({ - person: await repository.getPerson(tx, organizationId, memberId), - chain: await repository.getReportingChain(tx, organizationId, memberId), - reports: await repository.listDirectReports(tx, organizationId, memberId), - }), + const branch = await db.transaction( + (tx) => + repository.getChartBranch(tx, input.organizationId, { memberId: input.memberId }, 1, 50), { isolationLevel: 'repeatable read', accessMode: 'read only' } ) - if (!person) throw new OrchestrationError('not_found', 'Person not found') - return { person, chain, reports } + if (!branch) throw new OrchestrationError('not_found', 'Person not found') + return { + person: branch.person, + chain: branch.chain, + reports: branch.reports, + totalReports: branch.totalReports, + } }, }) @@ -96,6 +137,12 @@ export const updatePerson = defineAuthorizedOrganizationUseCase({ await repository.lockProfiles(tx, organizationId) const current = await repository.getPerson(tx, organizationId, memberId) if (!current) throw new OrchestrationError('not_found', 'Person not found') + if (current.directorySource) { + throw new OrchestrationError( + 'conflict', + 'This profile is managed by your directory. Update it at the source.' + ) + } if (managerMemberId && managerMemberId !== current.managerMemberId) { const active = await repository.findActiveMembers(tx, organizationId, [managerMemberId]) if (!active.has(managerMemberId)) { @@ -132,9 +179,9 @@ export const updatePerson = defineAuthorizedOrganizationUseCase({ }) /** - * Imports people data from a spreadsheet's rows, matched to active members by email. A preview + * Imports people data from a spreadsheet, a provider, or the active provisioning connection. A preview * (`apply: false`) reports what would change and writes nothing; applying re-plans under the - * profile lock against current data, so fields the file leaves out keep any change made since the + * profile lock against current data, so fields the source leaves out keep any change made since the * preview, and reporting loops are checked against current managers. */ export const importPeople = defineAuthorizedOrganizationUseCase({ @@ -144,29 +191,62 @@ export const importPeople = defineAuthorizedOrganizationUseCase({ input, context, }: OrganizationUseCaseContext< - OrganizationInput & { headers: string[]; rows: string[][]; apply: boolean } + OrganizationInput & PeopleImportBody >): Promise { - const matched = matchPeopleColumns(input.headers) - if (!matched.ok) throw new OrchestrationError('validation', matched.message) - const rows = input.rows.map((cells) => - Object.fromEntries(input.headers.map((header, index) => [header, cells[index] ?? ''])) - ) - const plan = (members: PeopleImportMember[]) => - planPeopleImport({ columns: matched.columns, rows, members }) - const result = input.apply - ? await db.transaction(async (tx) => { - await repository.lockProfiles(tx, input.organizationId) - const applied = plan(await repository.listMemberProfiles(tx, input.organizationId)) - if (applied.changes.length) { - await repository.upsertProfiles( - tx, - applied.changes.map(({ memberId, profile }) => ({ memberId, ...profile })), - context.userId - ) - } - return applied + const directory = 'source' in input + const sourceRows = !directory + ? { + sourceId: null, + headers: input.headers, + rows: input.rows.map((cells) => + Object.fromEntries(input.headers.map((header, index) => [header, cells[index] ?? ''])) + ), + } + : input.source === 'directory' + ? null + : await readProviderProfiles(input) + const result = await db.transaction( + async (tx) => { + if (!sourceRows && !(await isScimEntitledForOrganization(input.organizationId, tx))) { + throw new OrchestrationError( + 'forbidden', + 'Directory provisioning is unavailable for this organization' + ) + } + if (input.apply) await repository.lockProfiles(tx, input.organizationId) + const imported = + sourceRows ?? (await readProvisionedProfiles(tx, input.organizationId, input.apply)) + const previewDigest = + directory && imported.sourceId !== null + ? verifyDirectoryPreview(input, imported.sourceId, imported.rows) + : undefined + const matched = matchPeopleColumns(imported.headers) + if (!matched.ok) throw new OrchestrationError('validation', matched.message) + const { emails, managerEmails } = peopleImportEmails(matched.columns, imported.rows) + const { members, managerLinks } = await repository.listMemberProfiles( + tx, + input.organizationId, + emails, + managerEmails + ) + const plan = planPeopleImport({ + columns: matched.columns, + rows: imported.rows, + members, + managerLinks, + directory, }) - : plan(await repository.listMemberProfiles(db, input.organizationId)) + if (input.apply && plan.changes.length) { + await repository.upsertProfiles( + tx, + plan.changes.map(({ memberId, profile }) => ({ memberId, ...profile })), + context.userId + ) + } + return { ...plan, previewDigest } + }, + input.apply ? undefined : { isolationLevel: 'repeatable read', accessMode: 'read only' } + ) const skipped = result.issues.filter((issue) => issue.severity === 'skipped').length return { updated: result.changes.length, @@ -175,6 +255,7 @@ export const importPeople = defineAuthorizedOrganizationUseCase({ warnings: result.issues.length - skipped, issues: result.issues.slice(0, MAX_REPORTED_ISSUES), applied: input.apply, + ...(!input.apply && result.previewDigest ? { previewDigest: result.previewDigest } : {}), } }, projectAudit: ({ result, input }) => @@ -186,7 +267,11 @@ export const importPeople = defineAuthorizedOrganizationUseCase({ resourceId: input.organizationId, description: `Imported people data: ${result.updated} profiles updated`, metadata: { - rows: input.rows.length, + source: 'source' in input ? input.source : 'spreadsheet', + rows: + 'rows' in input + ? input.rows.length + : result.updated + result.skipped + result.unchanged, updated: result.updated, unchanged: result.unchanged, skipped: result.skipped, diff --git a/apps/sim/lib/people/directory-read.integration.ts b/apps/sim/lib/people/directory-read.integration.ts new file mode 100644 index 00000000000..a84f3cc3470 --- /dev/null +++ b/apps/sim/lib/people/directory-read.integration.ts @@ -0,0 +1,299 @@ +import { db } from '@sim/db' +import { + member, + memberProfile, + organization, + peopleDirectoryEntry, + peopleDirectorySync, + scimConnection, + scimUser, + user, +} from '@sim/db/schema' +import { createSessionPrincipal } from '@sim/testing/factories/principal.factory' +import { generateId } from '@sim/utils/id' +import { eq, inArray } from 'drizzle-orm' +import { afterAll, beforeAll, expect, it, vi } from 'vitest' +import { + getPeopleChart, + getPerson, + importPeople, + listDepartments, + listPeople, + updatePerson, +} from '@/lib/people/application/use-cases' + +vi.hoisted(() => vi.stubEnv('PEOPLE', 'true')) + +const org = generateId() +const foreignOrg = generateId() +const ownerId = generateId() +const ownerMember = generateId() +const bossId = generateId() +const bossMember = generateId() +const bossEntry = generateId() +const reportEntry = generateId() +const foreignEntry = generateId() +const bossEmail = `boss-${org}@example.test` +const reportAccount = generateId() +const directoryAccounts = [ownerId, bossId, reportAccount] +const reportEmail = `report-${org}@example.test` +const principal = createSessionPrincipal({ userId: ownerId }) +const base = { organizationId: org } + +beforeAll(async () => { + await db.transaction(async (tx) => { + await tx.insert(organization).values( + [org, foreignOrg].map((id) => ({ + id, + slug: id, + name: 'Directory fixture', + createdAt: new Date(), + })) + ) + await tx.insert(user).values([ + { + id: ownerId, + name: 'Administrator', + email: `admin-${org}@example.test`, + emailVerified: true, + createdAt: new Date(), + updatedAt: new Date(), + }, + { + id: bossId, + name: 'Account display name', + email: bossEmail.toUpperCase(), + emailVerified: true, + createdAt: new Date(), + updatedAt: new Date(), + }, + ]) + await tx.insert(user).values({ + id: reportAccount, + name: 'External designer', + email: reportEmail, + emailVerified: true, + createdAt: new Date(), + updatedAt: new Date(), + }) + await tx + .insert(scimConnection) + .values([org, foreignOrg].map((id) => ({ id, organizationId: id }))) + await tx.insert(scimUser).values( + [ + { id: bossEntry, connectionId: org, userId: bossId, email: bossEmail }, + { id: reportEntry, connectionId: org, userId: reportAccount, email: reportEmail }, + { id: foreignEntry, connectionId: foreignOrg, userId: bossId, email: bossEmail }, + ].map(({ email, ...row }) => ({ + ...row, + userName: email, + orderKey: row.id, + attributes: { + userName: email, + active: true, + name: { formatted: 'Directory fixture' }, + emails: [{ value: email, primary: true }], + }, + })) + ) + await tx + .insert(member) + .values({ id: ownerMember, organizationId: org, userId: ownerId, role: 'owner' }) + await tx.insert(peopleDirectorySync).values( + [org, foreignOrg].map((organizationId) => ({ + organizationId, + source: 'scim' as const, + sourceTarget: organizationId, + })) + ) + await tx.insert(peopleDirectoryEntry).values([ + { + id: bossEntry, + organizationId: org, + externalId: bossEntry, + source: 'scim', + name: 'Directory lead', + email: bossEmail, + title: 'Director', + department: 'Design', + }, + { + id: reportEntry, + organizationId: org, + externalId: reportEntry, + source: 'scim', + name: 'External designer', + email: reportEmail, + title: 'Designer', + department: 'Design', + managerExternalId: bossEntry, + }, + { + id: foreignEntry, + organizationId: foreignOrg, + externalId: foreignEntry, + source: 'scim', + name: 'Foreign lead', + email: bossEmail, + }, + ]) + }) +}) + +afterAll(async () => { + await db.delete(organization).where(inArray(organization.id, [org, foreignOrg])) + await db.delete(user).where(inArray(user.id, directoryAccounts)) + vi.unstubAllEnvs() +}) + +it('browses source identities before they have accounts and preserves profile links after a member joins', async () => { + const branch = async (memberId: string) => + getPeopleChart.execute({ principal, input: { ...base, memberId, page: 1, size: 4 } }) + const profile = async (memberId: string) => + getPerson.execute({ principal, input: { ...base, memberId } }) + const directory = async (extra: { search?: string; scope?: 'roots'; department?: string } = {}) => + (await listPeople.execute({ principal, input: { ...base, ...extra } })).data + expect((await directory({ search: 'designer' })).map((p) => p.memberId)).toEqual([reportEntry]) + expect((await directory({ scope: 'roots' })).map((p) => p.memberId)).toEqual([bossEntry]) + expect((await listDepartments.execute({ principal, input: base })).data).toContainEqual({ + name: 'Design', + count: 2, + }) + expect((await branch(bossEntry)).reports.map((p) => p.memberId)).toEqual([reportEntry]) + expect((await profile(reportEntry)).person).toMatchObject({ + userId: null, + joinedAt: null, + managerMemberId: bossEntry, + }) + await expect(profile(foreignEntry)).rejects.toMatchObject({ code: 'not_found' }) + + await db + .insert(member) + .values({ id: bossMember, userId: bossId, organizationId: org, role: 'member' }) + await db + .insert(memberProfile) + .values({ memberId: bossMember, location: 'Berlin', title: 'Manual title' }) + expect((await directory({ department: 'Design' })).map((p) => p.memberId)).toEqual([ + bossMember, + reportEntry, + ]) + expect((await branch(bossEntry)).person).toMatchObject({ + memberId: bossMember, + userId: bossId, + name: 'Directory lead', + title: 'Director', + location: 'Berlin', + }) + expect((await profile(bossEntry)).reports.map((p) => p.memberId)).toEqual([reportEntry]) + expect((await profile(reportEntry)).chain.map((p) => p.memberId)).toEqual([bossMember]) + await expect( + updatePerson.execute({ + principal, + input: { + ...base, + memberId: bossMember, + title: 'Overwrite', + department: null, + location: null, + startDate: null, + managerMemberId: null, + }, + }) + ).rejects.toMatchObject({ code: 'conflict' }) + const preview = await importPeople.execute({ + principal, + input: { ...base, headers: ['email', 'title'], rows: [[bossEmail, 'Overwrite']], apply: false }, + }) + expect(preview).toMatchObject({ updated: 0, skipped: 1 }) + + await db + .update(peopleDirectoryEntry) + .set({ location: 'Paris', title: null }) + .where(eq(peopleDirectoryEntry.id, bossEntry)) + expect((await profile(bossEntry)).person).toMatchObject({ location: 'Paris', title: null }) + + await db.update(user).set({ suspendedAt: new Date() }).where(eq(user.id, bossId)) + await expect(profile(bossEntry)).rejects.toMatchObject({ code: 'not_found' }) + await expect(profile(bossMember)).rejects.toMatchObject({ code: 'not_found' }) + expect((await profile(reportEntry)).chain).toEqual([]) + expect(await directory({ search: 'Directory lead' })).toEqual([]) + + await db.update(scimUser).set({ active: false }).where(eq(scimUser.id, bossEntry)) + await db.update(user).set({ suspendedAt: null }).where(eq(user.id, bossId)) + await expect(profile(bossEntry)).rejects.toMatchObject({ code: 'not_found' }) + expect((await profile(bossMember)).person).toMatchObject({ + directorySource: null, + title: 'Manual title', + }) + expect((await profile(reportEntry)).chain).toEqual([]) + expect( + await importPeople.execute({ + principal, + input: { + ...base, + headers: ['email', 'title'], + rows: [[bossEmail, 'New manual title']], + apply: false, + }, + }) + ).toMatchObject({ updated: 1, skipped: 0 }) +}) + +it('pages an external team with duplicate names and bounds the full profile response', async () => { + const reports = Array.from({ length: 55 }, () => generateId()).sort() + directoryAccounts.push(...reports) + await db.insert(user).values( + reports.map((id) => ({ + id, + name: 'Directory pagination fixture', + email: `${id}@example.test`, + emailVerified: true, + createdAt: new Date(), + updatedAt: new Date(), + })) + ) + await db.insert(scimUser).values( + reports.map((id) => ({ + id, + connectionId: org, + userId: id, + userName: `${id}@example.test`, + orderKey: id, + attributes: { + userName: `${id}@example.test`, + active: true, + name: { formatted: 'Directory fixture' }, + emails: [{ value: `${id}@example.test`, primary: true }], + }, + })) + ) + await db.insert(peopleDirectoryEntry).values( + reports.map((id) => ({ + id, + externalId: id, + organizationId: org, + source: 'scim' as const, + name: 'Directory pagination fixture', + email: `${id}@example.test`, + managerExternalId: reportEntry, + })) + ) + const filter = { organizationId: org, search: 'Directory pagination fixture' } + const first = await listPeople.execute({ principal, input: filter }) + expect(first.data.map((p) => p.memberId)).toEqual(reports.slice(0, 50)) + expect(first.nextCursorKeys).not.toBeNull() + const second = await listPeople.execute({ + principal, + input: { ...filter, cursorKeys: first.nextCursorKeys ?? [] }, + }) + expect(second.data.map((p) => p.memberId)).toEqual(reports.slice(50)) + expect(second.nextCursorKeys).toBeNull() + const profile = await getPerson.execute({ + principal, + input: { organizationId: org, memberId: reportEntry }, + }) + expect(profile.totalReports).toBe(55) + expect(profile.reports.map((p) => p.memberId)).toEqual(reports.slice(0, 50)) + const members = await listPeople.execute({ principal, input: { ...filter, scope: 'members' } }) + expect(members.data).toEqual([]) +}) diff --git a/apps/sim/lib/people/hierarchy.ts b/apps/sim/lib/people/hierarchy.ts new file mode 100644 index 00000000000..6430f816ebe --- /dev/null +++ b/apps/sim/lib/people/hierarchy.ts @@ -0,0 +1,20 @@ +/** Marks each person whose proposed reporting path enters a cycle, visiting each member once. */ +export function findCyclicPaths(managers: ReadonlyMap) { + const resolved = new Set() + const cyclic = new Set() + for (const id of managers.keys()) { + if (resolved.has(id)) continue + const path = new Set() + let next: string | null = id + while (next && !resolved.has(next) && !path.has(next)) { + path.add(next) + next = managers.get(next) ?? null + } + const reachesCycle = next !== null && (path.has(next) || cyclic.has(next)) + for (const memberId of path) { + resolved.add(memberId) + if (reachesCycle) cyclic.add(memberId) + } + } + return cyclic +} diff --git a/apps/sim/lib/people/import-lookup.integration.ts b/apps/sim/lib/people/import-lookup.integration.ts new file mode 100644 index 00000000000..686cf920bc0 --- /dev/null +++ b/apps/sim/lib/people/import-lookup.integration.ts @@ -0,0 +1,92 @@ +import { db } from '@sim/db' +import { member, memberProfile, organization, user } from '@sim/db/schema' +import { generateId } from '@sim/utils/id' +import { inArray } from 'drizzle-orm' +import { expect, it } from 'vitest' +import { matchPeopleColumns, planPeopleImport } from '@/lib/people/import' +import { listMemberProfiles } from '@/lib/people/repository' + +it('loads just the matched active profiles and the local manager chain through suspended members', async () => { + const orgId = generateId() + const otherOrgId = generateId() + const people = ['report', 'manager', 'suspended', 'unrelated', 'foreign'].map((name) => ({ + name, + memberId: generateId(), + userId: generateId(), + email: `${name}-${orgId}@example.test`, + })) + const [report, manager, suspended, unrelated, foreign] = people + await db.transaction(async (tx) => { + await tx + .insert(organization) + .values([orgId, otherOrgId].map((id) => ({ id, name: id, slug: id, createdAt: new Date() }))) + await tx.insert(user).values( + people.map(({ name, userId, email }) => ({ + id: userId, + emailVerified: true, + name, + email: name === 'report' ? email.toUpperCase() : email, + createdAt: new Date(), + updatedAt: new Date(), + suspendedAt: name === 'suspended' ? new Date() : null, + })) + ) + await tx.insert(member).values( + people.map(({ memberId, userId, name }) => ({ + id: memberId, + userId, + organizationId: name === 'foreign' ? otherOrgId : orgId, + role: 'member', + })) + ) + await tx.insert(memberProfile).values([ + { memberId: report.memberId, location: 'Toronto', managerMemberId: foreign.memberId }, + { memberId: manager.memberId, managerMemberId: suspended.memberId }, + { memberId: suspended.memberId, managerMemberId: report.memberId }, + { memberId: foreign.memberId, managerMemberId: unrelated.memberId }, + ]) + const { members, managerLinks } = await listMemberProfiles( + tx, + orgId, + [report.email, suspended.email, foreign.email], + [manager.email] + ) + expect(new Map(managerLinks.map((link) => [link.memberId, link.managerMemberId]))).toEqual( + new Map([ + [suspended.memberId, report.memberId], + [report.memberId, foreign.memberId], + ]) + ) + const matched = matchPeopleColumns(['email', 'manager email']) + if (!matched.ok) throw new Error(matched.message) + const plan = planPeopleImport({ + columns: matched.columns, + members, + managerLinks, + rows: [ + { email: report.email, 'manager email': manager.email }, + { email: suspended.email, 'manager email': '' }, + ], + }) + expect(plan.changes).toEqual([]) + expect(plan.issues).toMatchObject([ + { severity: 'warning', message: expect.stringContaining('reporting loop') }, + { severity: 'skipped', email: suspended.email }, + ]) + const titles = await listMemberProfiles(tx, orgId, [report.email], []) + expect(titles.managerLinks).toEqual([]) + expect(new Set(members.map((person) => person.memberId))).toEqual( + new Set([report.memberId, manager.memberId]) + ) + expect(members.find((person) => person.memberId === report.memberId)?.profile?.location).toBe( + 'Toronto' + ) + await tx.delete(organization).where(inArray(organization.id, [orgId, otherOrgId])) + await tx.delete(user).where( + inArray( + user.id, + people.map((person) => person.userId) + ) + ) + }) +}) diff --git a/apps/sim/lib/people/import.test.ts b/apps/sim/lib/people/import.test.ts index 30a80856d74..4f7315a4249 100644 --- a/apps/sim/lib/people/import.test.ts +++ b/apps/sim/lib/people/import.test.ts @@ -14,9 +14,9 @@ function profile(fields: Partial): MemberProfileFields { } } -const ada = { memberId: 'm-ada', email: 'ada@example.com', profile: null, active: true } -const bo = { memberId: 'm-bo', email: 'bo@example.com', profile: null, active: true } -const cy = { memberId: 'm-cy', email: 'cy@example.com', profile: null, active: true } +const ada = { memberId: 'm-ada', email: 'ada@example.com', profile: null } +const bo = { memberId: 'm-bo', email: 'bo@example.com', profile: null } +const cy = { memberId: 'm-cy', email: 'cy@example.com', profile: null } function plan( headers: string[], @@ -330,33 +330,8 @@ describe('planPeopleImport', () => { expect(result.issues).toEqual([expect.objectContaining({ row: 2, severity: 'skipped' })]) }) - it('follows a suspended manager when checking for loops, but never matches them', () => { - const suspended = { - memberId: 'm-sus', - email: 'sus@example.com', - active: false, - profile: profile({ managerMemberId: 'm-ada' }), - } - const reportsToSuspended = { ...bo, profile: profile({ managerMemberId: 'm-sus' }) } - const result = plan( - ['email', 'manager email'], - [ - { email: 'ada@example.com', 'manager email': 'bo@example.com' }, - { email: 'cy@example.com', 'manager email': 'sus@example.com' }, - { email: 'sus@example.com', 'manager email': '' }, - ], - [ada, reportsToSuspended, cy, suspended] - ) - expect(result.changes).toEqual([]) - expect(result.issues.map((issue) => [issue.row, issue.severity])).toEqual([ - [2, 'warning'], - [3, 'warning'], - [4, 'skipped'], - ]) - }) - it('refuses an address two members share once case and spaces are ignored', () => { - const twin = { memberId: 'm-twin', email: ' ADA@example.com', profile: null, active: true } + const twin = { memberId: 'm-twin', email: ' ADA@example.com', profile: null } const result = plan( ['email', 'title', 'manager email'], [ diff --git a/apps/sim/lib/people/import.ts b/apps/sim/lib/people/import.ts index 4763b9f64be..39d06d8cdf2 100644 --- a/apps/sim/lib/people/import.ts +++ b/apps/sim/lib/people/import.ts @@ -1,5 +1,6 @@ import { normalizeEmail } from '@sim/utils/string' import { z } from 'zod' +import { findCyclicPaths } from '@/lib/people/hierarchy' import { type MemberProfileFields, PROFILE_TEXT_MAX_LENGTH, @@ -13,6 +14,7 @@ type LocationColumns = { kind: 'single'; header: string } | { kind: 'parts'; hea export interface PeopleColumns { email: string + login?: string title?: string department?: string location?: LocationColumns @@ -25,10 +27,19 @@ export interface PeopleColumns { * The order settles a file with both `Manager` (often a name) and `Manager Email`. */ const COLUMN_ALIASES = { - email: ['email', 'workemail', 'emailaddress', 'primaryemail', 'businessemail', 'useremail'], + email: [ + 'email', + 'workemail', + 'emailaddress', + 'primaryemail', + 'businessemail', + 'useremail', + 'mail', + ], + login: ['userprincipalname', 'login'], title: ['title', 'jobtitle', 'position', 'businesstitle'], department: ['department', 'dept', 'departmentname'], - location: ['location', 'officelocation', 'worklocation', 'office'], + location: ['location', 'officelocation', 'worklocation', 'office', 'physicaldeliveryofficename'], startDate: ['startdate', 'hiredate', 'dateofhire', 'joindate', 'originalhiredate'], managerEmail: [ 'manageremail', @@ -85,7 +96,8 @@ export function matchPeopleColumns( message: `The ${repeated[0]} and ${repeated[1]} columns name the same field; keep one`, } } - const email = findColumn(headers, COLUMN_ALIASES.email) + const login = findColumn(headers, COLUMN_ALIASES.login) + const email = findColumn(headers, COLUMN_ALIASES.email) ?? login if (!email) { return { ok: false, message: 'Add an email column so each row can be matched to a member' } } @@ -98,13 +110,14 @@ export function matchPeopleColumns( : undefined const columns: PeopleColumns = { email, + ...(login && login !== email ? { login } : {}), title: findColumn(headers, COLUMN_ALIASES.title), department: findColumn(headers, COLUMN_ALIASES.department), location, startDate: findColumn(headers, COLUMN_ALIASES.startDate), managerEmail: findColumn(headers, COLUMN_ALIASES.managerEmail), } - const { email: _, ...profileColumns } = columns + const { email: _, login: _login, ...profileColumns } = columns if (!Object.values(profileColumns).some(Boolean)) { return { ok: false, @@ -118,8 +131,7 @@ export interface PeopleImportMember { memberId: string email: string profile: MemberProfileFields | null - /** Suspended members keep their reporting lines for loop checks but are never matched. */ - active: boolean + directoryManaged?: boolean } interface PeopleImportIssue { @@ -163,14 +175,34 @@ function cell(row: Record, header: string | undefined): string { return header === undefined ? '' : (row[header] ?? '').trim() } -function locationOf(row: Record, location: LocationColumns): string { - if (location.kind === 'single') return cell(row, location.header) +function locationOf(row: Record, location: LocationColumns): string | undefined { + if (location.kind === 'single') return row[location.header]?.trim() return location.headers .map((header) => cell(row, header)) .filter(Boolean) .join(', ') } +function rowEmail(row: Record, columns: PeopleColumns): string { + return normalizeEmail(cell(row, columns.email) || cell(row, columns.login)) +} + +/** Member addresses and referenced manager addresses whose existing reporting chains the batch can affect. */ +export function peopleImportEmails( + columns: PeopleColumns, + rows: readonly Record[] +) { + const emails = new Set() + const managerEmails = new Set() + for (const row of rows) { + const email = rowEmail(row, columns) + if (email) emails.add(email) + const manager = normalizeEmail(cell(row, columns.managerEmail)) + if (email && manager) managerEmails.add(manager) + } + return { emails: [...emails], managerEmails: [...managerEmails] } +} + /** Whether `managerMemberId` already reports, directly or not, to `memberId`. */ function reportsTo( managerMemberId: string, @@ -190,24 +222,30 @@ function reportsTo( return false } +const profilesEqual = (left: MemberProfileFields, right: MemberProfileFields) => + (Object.keys(left) as ProfileField[]).every((field) => left[field] === right[field]) + /** * What importing `rows` would change, without changing anything. Each row updates the member * with its email: a column the file has sets that field, a blank cell clears it, and a column it - * lacks leaves the field alone. Rows apply in file order, so the first valid row for an email wins and - * a manager that would close a reporting loop is refused in favor of the rows before it. + * lacks leaves the field alone. Files apply in row order. Directory snapshots match only unique + * addresses and validate proposed reporting lines together so a reorganization can move a whole team. */ export function planPeopleImport({ columns, rows, members, + managerLinks = [], + directory = false, }: { columns: PeopleColumns rows: readonly Record[] members: readonly PeopleImportMember[] + managerLinks?: readonly { memberId: string; managerMemberId: string | null }[] + directory?: boolean }): PeopleImportPlan { const byEmail = new Map() for (const member of members) { - if (!member.active) continue const key = normalizeEmail(member.email) byEmail.set(key, byEmail.has(key) ? 'ambiguous' : member) } @@ -216,9 +254,22 @@ export function planPeopleImport({ const found = byEmail.get(email) return found === 'ambiguous' ? undefined : found } - const managers = new Map( - members.map((member) => [member.memberId, member.profile?.managerMemberId ?? null]) - ) + const managers = new Map(managerLinks.map((link) => [link.memberId, link.managerMemberId])) + for (const member of members) + managers.set(member.memberId, member.profile?.managerMemberId ?? null) + const ambiguousEmails = new Set() + if (directory) { + const seen = new Set() + for (const row of rows) { + const email = rowEmail(row, columns) + if (seen.has(email)) ambiguousEmails.add(email) + seen.add(email) + } + } + const proposedLinks = new Map< + string, + { row: number; email: string; previous: MemberProfileFields } + >() const acceptedRowByEmail = new Map() const changes: PeopleImportChange[] = [] const issues: PeopleImportIssue[] = [] @@ -227,11 +278,13 @@ export function planPeopleImport({ rows.forEach((row, index) => { const rowNumber = index + 2 if (Object.values(row).every((value) => !value?.trim())) return - const email = normalizeEmail(cell(row, columns.email)) + const email = rowEmail(row, columns) const skip = (message: string) => issues.push({ row: rowNumber, email: email || null, severity: 'skipped', message }) if (!emailSchema.safeParse(email).success) return skip('Enter a valid email address') + if (ambiguousEmails.has(email)) + return skip('Multiple directory accounts use this email, so this profile was skipped') const earlierRow = acceptedRowByEmail.get(email) if (earlierRow !== undefined) return skip(`Already listed in row ${earlierRow}`) if (byEmail.get(email) === 'ambiguous') { @@ -239,11 +292,13 @@ export function planPeopleImport({ } const member = memberWith(email) if (!member) return skip('Not a member of this organization') + if (member.directoryManaged) + return skip('This profile is managed by your directory. Update it at the source.') const fields: Partial = {} const texts = { - title: columns.title === undefined ? undefined : cell(row, columns.title), - department: columns.department === undefined ? undefined : cell(row, columns.department), + title: columns.title ? row[columns.title]?.trim() : undefined, + department: columns.department ? row[columns.department]?.trim() : undefined, location: columns.location ? locationOf(row, columns.location) : undefined, } for (const field of ['title', 'department', 'location'] as const) { @@ -264,15 +319,17 @@ export function planPeopleImport({ } let warning: string | null = null - if (columns.managerEmail !== undefined) { + if (columns.managerEmail !== undefined && row[columns.managerEmail] !== undefined) { const managerEmail = normalizeEmail(cell(row, columns.managerEmail)) const manager = managerEmail ? memberWith(managerEmail) : null if (manager?.memberId === member.memberId) return skip("A person can't be their own manager") if (!managerEmail) { fields.managerMemberId = null + } else if (ambiguousEmails.has(managerEmail)) { + warning = `Multiple directory accounts use ${managerEmail}, so the manager was left as it was` } else if (!manager) { warning = `Manager ${managerEmail} is not a member, so the manager was left as it was` - } else if (reportsTo(manager.memberId, member.memberId, managers)) { + } else if (!directory && reportsTo(manager.memberId, member.memberId, managers)) { warning = `Reporting to ${managerEmail} would make a reporting loop, so the manager was left as it was` } else { fields.managerMemberId = manager.memberId @@ -283,15 +340,34 @@ export function planPeopleImport({ if (warning) issues.push({ row: rowNumber, email, severity: 'warning', message: warning }) const current = member.profile ?? EMPTY_PROFILE const profile = { ...current, ...fields } - if ( - (Object.keys(profile) as ProfileField[]).every((field) => profile[field] === current[field]) - ) { + if (profilesEqual(profile, current)) { unchanged++ return } + if (directory && profile.managerMemberId !== current.managerMemberId) { + proposedLinks.set(member.memberId, { row: rowNumber, email, previous: current }) + } managers.set(member.memberId, profile.managerMemberId) changes.push({ memberId: member.memberId, profile }) }) - return { changes, unchanged, issues } + if (!proposedLinks.size) return { changes, unchanged, issues } + const cyclic = findCyclicPaths(managers) + if (!cyclic.size) return { changes, unchanged, issues } + const safeChanges = changes.filter(({ memberId, profile }) => { + const proposal = proposedLinks.get(memberId) + if (!proposal || !cyclic.has(memberId)) return true + issues.push({ + row: proposal.row, + email: proposal.email, + severity: 'warning', + message: 'This reporting path contains a loop, so the manager was left as it was', + }) + profile.managerMemberId = proposal.previous.managerMemberId + if (!profilesEqual(profile, proposal.previous)) return true + unchanged++ + return false + }) + issues.sort((left, right) => left.row - right.row) + return { changes: safeChanges, unchanged, issues } } diff --git a/apps/sim/lib/people/provider-import.integration.ts b/apps/sim/lib/people/provider-import.integration.ts new file mode 100644 index 00000000000..0c55b2b64cc --- /dev/null +++ b/apps/sim/lib/people/provider-import.integration.ts @@ -0,0 +1,240 @@ +import { db } from '@sim/db' +import { member, memberProfile, organization, user } from '@sim/db/schema' +import { createSessionPrincipal } from '@sim/testing/factories/principal.factory' +import { jsonResponse } from '@sim/testing/helpers/http' +import { + inputValidationMock, + inputValidationMockFns, +} from '@sim/testing/mocks/input-validation.mock' +import { generateId } from '@sim/utils/id' +import { eq, inArray } from 'drizzle-orm' +import { afterAll, beforeAll, describe, expect, it, vi } from 'vitest' +import { getPerson, importPeople } from '@/lib/people/application/use-cases' + +vi.mock('@/lib/core/security/input-validation.server', () => inputValidationMock) +vi.hoisted(() => vi.stubEnv('PEOPLE', 'true')) + +const organizationId = generateId() +const people = ['lead', 'report', 'third'].map((name) => ({ + name, + userId: generateId(), + memberId: generateId(), + email: `${name}-${organizationId}@example.test`, +})) +const [lead, report, third] = people +const principal = createSessionPrincipal({ userId: lead.userId }) + +function queueDirectoryPages(source: 'okta' | 'entra', title: string, managerFirst = false) { + const fetch = inputValidationMockFns.mockSecureFetchWithValidation + if (source === 'okta') { + const manager = { id: 'lead', status: 'ACTIVE', profile: { email: lead.email } } + const worker = { + id: 'report', + status: 'ACTIVE', + profile: { login: report.email, managerId: 'lead', title }, + } + const [first, second] = managerFirst ? [manager, worker] : [worker, manager] + fetch + .mockResolvedValueOnce( + jsonResponse([first], { + headers: { Link: '; rel="next"' }, + }) + ) + .mockResolvedValueOnce(jsonResponse([second])) + } else { + const manager = { id: 'lead', accountEnabled: true, userPrincipalName: lead.email } + const worker = { + id: 'report', + accountEnabled: true, + mail: report.email, + manager: { id: 'lead' }, + jobTitle: title, + } + const [first, second] = managerFirst ? [manager, worker] : [worker, manager] + fetch + .mockResolvedValueOnce( + jsonResponse({ + value: [first], + '@odata.nextLink': 'https://graph.microsoft.com/v1.0/users?$skiptoken=cursor', + }) + ) + .mockResolvedValueOnce( + jsonResponse({ + value: [ + second, + { id: 'offboarded', mail: 'offboarded@example.test', accountEnabled: false }, + ], + }) + ) + } +} + +async function importEntraDirectory( + users: { id: string; mail: string; jobTitle?: string; manager?: { id: string } }[] +) { + const input = { source: 'entra' as const, organizationId, token: 'test-token', apply: false } + const value = users.map((user) => ({ ...user, accountEnabled: true })) + inputValidationMockFns.mockSecureFetchWithValidation.mockResolvedValueOnce( + jsonResponse({ value }) + ) + const preview = await importPeople.execute({ principal, input }) + inputValidationMockFns.mockSecureFetchWithValidation.mockResolvedValueOnce( + jsonResponse({ value }) + ) + await importPeople.execute({ + principal, + input: { ...input, apply: true, previewDigest: preview.previewDigest }, + }) + return preview +} + +function readPerson(memberId: string) { + return getPerson.execute({ principal, input: { organizationId, memberId } }) +} + +describe('provider import into organization profiles', () => { + beforeAll(async () => { + await db.transaction(async (tx) => { + await tx.insert(organization).values({ + id: organizationId, + name: 'Provider import fixture', + slug: organizationId, + createdAt: new Date(), + }) + await tx.insert(user).values( + people.map((person) => ({ + id: person.userId, + name: person.name, + email: person.email, + emailVerified: true, + createdAt: new Date(), + updatedAt: new Date(), + })) + ) + await tx.insert(member).values( + people.map((person) => ({ + id: person.memberId, + userId: person.userId, + organizationId, + role: person.userId === lead.userId ? 'owner' : 'member', + })) + ) + await tx + .insert(memberProfile) + .values({ memberId: report.memberId, location: 'Toronto', department: 'Platform' }) + }) + }) + afterAll(async () => { + await db.delete(organization).where(eq(organization.id, organizationId)) + await db.delete(user).where( + inArray( + user.id, + people.map((person) => person.userId) + ) + ) + vi.unstubAllEnvs() + }) + + it.each(['okta', 'entra'] as const)( + 'only applies the %s directory that was previewed', + async (source) => { + const provider = source === 'okta' ? { source, domain: 'example.okta.com' } : { source } + const input = { ...provider, organizationId, token: 'test-token', apply: false } + const title = `${source} engineer` + const read = async () => + ( + await getPerson.execute({ + principal, + input: { organizationId, memberId: report.memberId }, + }) + ).person + const before = await read() + queueDirectoryPages(source, title) + const preview = await importPeople.execute({ principal, input }) + expect(preview).toMatchObject({ applied: false, updated: 1, skipped: 0, warnings: 0 }) + expect(await read()).toEqual(before) + + const apply = { ...input, apply: true, previewDigest: preview.previewDigest } + queueDirectoryPages(source, `Senior ${title}`) + await expect(importPeople.execute({ principal, input: apply })).rejects.toMatchObject({ + code: 'conflict', + }) + expect(await read()).toEqual(before) + + queueDirectoryPages(source, title, true) + expect((await importPeople.execute({ principal, input: apply })).updated).toBe(1) + expect(await read()).toMatchObject({ + title, + managerMemberId: lead.memberId, + department: 'Platform', + location: 'Toronto', + }) + queueDirectoryPages(source, title) + expect((await importPeople.execute({ principal, input: apply })).updated).toBe(0) + } + ) + + it('applies valid reporting line reversals in one import', async () => { + await db + .insert(memberProfile) + .values({ memberId: report.memberId, managerMemberId: lead.memberId }) + .onConflictDoUpdate({ + target: memberProfile.memberId, + set: { managerMemberId: lead.memberId }, + }) + const preview = await importEntraDirectory([ + { id: 'lead', mail: lead.email, manager: { id: 'report' } }, + { id: 'report', mail: report.email, manager: { id: 'third' } }, + { id: 'third', mail: third.email }, + ]) + expect(preview).toMatchObject({ updated: 2, warnings: 0 }) + const result = await readPerson(lead.memberId) + expect(result.chain.map((person) => person.memberId)).toEqual([report.memberId, third.memberId]) + }) + + it('skips ambiguous directory accounts and retains links when the manager email is shared', async () => { + const before = await readPerson(lead.memberId) + await db + .insert(memberProfile) + .values({ memberId: report.memberId, managerMemberId: third.memberId }) + .onConflictDoUpdate({ + target: memberProfile.memberId, + set: { managerMemberId: third.memberId }, + }) + const preview = await importEntraDirectory([ + { id: 'guest', mail: lead.email.toUpperCase(), jobTitle: 'Contractor' }, + { id: 'staff', mail: lead.email, jobTitle: 'Director' }, + { id: 'third', mail: third.email }, + { id: 'report', mail: report.email, manager: { id: 'guest' }, jobTitle: 'New title' }, + ]) + expect(preview).toMatchObject({ updated: 1, skipped: 2, warnings: 1 }) + expect((await readPerson(lead.memberId)).person).toMatchObject({ + title: before.person.title, + managerMemberId: before.person.managerMemberId, + }) + expect((await readPerson(report.memberId)).person).toMatchObject({ + title: 'New title', + managerMemberId: third.memberId, + }) + }) + + it('retains old links for a cyclic directory component while importing its usable fields', async () => { + await db + .insert(memberProfile) + .values([ + { memberId: lead.memberId, managerMemberId: null }, + { memberId: third.memberId, managerMemberId: null }, + ]) + .onConflictDoUpdate({ target: memberProfile.memberId, set: { managerMemberId: null } }) + const preview = await importEntraDirectory([ + { id: 'lead', mail: lead.email, manager: { id: 'third' }, jobTitle: 'Staff' }, + { id: 'third', mail: third.email, manager: { id: 'lead' } }, + ]) + expect(preview).toMatchObject({ updated: 1, unchanged: 1, warnings: 2 }) + expect((await readPerson(lead.memberId)).person).toMatchObject({ + title: 'Staff', + managerMemberId: null, + }) + expect((await readPerson(third.memberId)).chain).toEqual([]) + }) +}) diff --git a/apps/sim/lib/people/provider-import.test.ts b/apps/sim/lib/people/provider-import.test.ts new file mode 100644 index 00000000000..3ed9993e458 --- /dev/null +++ b/apps/sim/lib/people/provider-import.test.ts @@ -0,0 +1,85 @@ +import { jsonResponse } from '@sim/testing/helpers/http' +import { + inputValidationMock, + inputValidationMockFns, +} from '@sim/testing/mocks/input-validation.mock' +import { describe, expect, it, vi } from 'vitest' +import { readProviderProfiles } from '@/lib/people/provider-import' + +vi.mock('@/lib/core/security/input-validation.server', () => inputValidationMock) + +const fetchPage = inputValidationMockFns.mockSecureFetchWithValidation +const entra = { source: 'entra', token: 'test-token', apply: false, organizationId: 'org' } as const +const okta = { + source: 'okta', + domain: 'example.okta.com', + token: 'test-token', + apply: false, + organizationId: 'org', +} as const + +describe('directory imports', () => { + it.each([ + [entra, jsonResponse({ value: [], '@odata.nextLink': 'https://other.example/v1.0/users' })], + [ + okta, + jsonResponse([], { + headers: { Link: '; rel="next"' }, + }), + ], + ] as const)( + 'refuses to send the directory credential to a different origin', + async (source, firstPage) => { + fetchPage.mockResolvedValueOnce(firstPage) + await expect(readProviderProfiles(source)).rejects.toThrow(/pagination/i) + expect(fetchPage).toHaveBeenCalledTimes(1) + } + ) + + it('imports enabled accounts when disabled Entra accounts span the one-time row limit', async () => { + fetchPage.mockImplementation(async (href) => { + const page = Number(new URL(href).searchParams.get('$skiptoken') || 0) + if (page === 51) + return jsonResponse({ + value: [{ id: 'active', accountEnabled: true, mail: 'active@example.test' }], + }) + return jsonResponse({ + value: Array.from({ length: 200 }, (_, i) => ({ + id: String(200 * page + i), + accountEnabled: false, + })), + '@odata.nextLink': `https://graph.microsoft.com/v1.0/USERS?$skiptoken=${page + 1}`, + }) + }) + await expect(readProviderProfiles(entra)).resolves.toMatchObject({ + rows: [{ email: 'active@example.test' }], + }) + }) + + it('refuses an incomplete Okta pagination header instead of accepting a partial import', async () => { + fetchPage.mockResolvedValueOnce( + jsonResponse([], { + headers: { Link: '; rel="nex' }, + }) + ) + await expect(readProviderProfiles(okta)).rejects.toThrow(/pagination/i) + }) + + it('refuses a truncated Okta import if a subsequent page fails', async () => { + fetchPage + .mockResolvedValueOnce( + jsonResponse( + [ + { + id: 'first', + status: 'ACTIVE', + profile: { email: 'first@example.com', department: 'Support' }, + }, + ], + { headers: { Link: '; rel="next"' } } + ) + ) + .mockResolvedValueOnce(jsonResponse({}, 429)) + await expect(readProviderProfiles(okta)).rejects.toThrow(/rate limit/i) + }) +}) diff --git a/apps/sim/lib/people/provider-import.ts b/apps/sim/lib/people/provider-import.ts new file mode 100644 index 00000000000..a072e441649 --- /dev/null +++ b/apps/sim/lib/people/provider-import.ts @@ -0,0 +1,262 @@ +import { sha256Hex } from '@sim/security/hash' +import { compareStrings, normalizeEmail } from '@sim/utils/string' +import { z } from 'zod' +import { PEOPLE_IMPORT_MAX_ROWS, type PeopleImportBody } from '@/lib/api/contracts/people' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { validateOktaDomain } from '@/lib/core/security/input-validation' +import { + checkedDirectoryNextLink, + MAX_NEXT_LINK_LENGTH, + readDirectoryResponse, +} from '@/lib/people/sync/provider-request' +import type { DirectoryPerson } from '@/lib/people/sync/types' +import { DIRECTORY_TEXT_MAX_LENGTH } from '@/lib/people/validation' + +type ProviderInput = Extract + +const PAGE_SIZE = 200 +const MAX_PAGES = 100 +const MAX_IMPORT_PROFILE_BYTES = 32 * 1024 * 1024 +const IMPORT_TIMEOUT_MS = 60_000 +const optionalText = z.string().trim().max(DIRECTORY_TEXT_MAX_LENGTH).nullish() +const id = z.string().min(1).max(512) +const oktaPage = z + .array( + z.object({ + id, + status: z.string(), + profile: z.object({ + displayName: optionalText.catch(null), + firstName: optionalText.catch(null), + lastName: optionalText.catch(null), + email: optionalText, + login: optionalText, + title: optionalText, + department: optionalText, + city: optionalText, + state: optionalText, + countryCode: optionalText, + managerId: optionalText, + }), + }) + ) + .max(PAGE_SIZE) +const entraPage = z.object({ + value: z + .array( + z.object({ + id, + accountEnabled: z.boolean(), + displayName: optionalText.catch(null), + mail: optionalText, + userPrincipalName: optionalText, + jobTitle: optionalText, + department: optionalText, + officeLocation: optionalText, + manager: z.object({ id }).nullish(), + }) + ) + .max(PAGE_SIZE), + '@odata.nextLink': z.string().min(1).max(MAX_NEXT_LINK_LENGTH).optional(), +}) + +type DirectoryAccess = + | { source: 'okta'; domain: string; token: string } + | { source: 'entra'; token: string } + +function usersEndpoint(input: DirectoryAccess, appOnly: boolean): URL { + if (input.source === 'entra') { + const url = new URL('https://graph.microsoft.com/v1.0/users') + url.searchParams.set( + '$select', + 'id,displayName,mail,userPrincipalName,accountEnabled,jobTitle,department,officeLocation' + ) + if (appOnly) url.searchParams.set('$filter', 'accountEnabled eq true') + else url.searchParams.set('$expand', 'manager($select=id)') + url.searchParams.set('$top', String(PAGE_SIZE)) + return url + } + const url = new URL(`https://${oktaDirectoryHost(input.domain)}/api/v1/users`) + url.searchParams.set('filter', 'status eq "ACTIVE"') + url.searchParams.set('limit', String(PAGE_SIZE)) + return url +} + +/** Only HTTPS Okta tenant hosts can receive directory credentials. */ +export function oktaDirectoryHost(domain: string): string { + try { + const normalized = domain.trim().toLowerCase() + if (normalized.startsWith('http://')) throw new Error() + return validateOktaDomain(normalized) + } catch { + throw new OrchestrationError( + 'validation', + 'Enter your HTTPS Okta organization domain, such as example.okta.com.' + ) + } +} + +function oktaNextLink(header: string | null): string | undefined { + if (header === null) return undefined + let next: string | undefined + for (const part of header.split(/,\s*(?=<)/)) { + const link = /^\s*<([^<>]+)>\s*;(.*)$/.exec(part) + const relation = link && /(?:^|;)\s*rel\s*=\s*(?:"([^"]+)"|([\w.-]+))\s*(?:;|$)/i.exec(link[2]) + if (!link || !relation) + throw new OrchestrationError('validation', 'Okta returned an invalid pagination link.') + if (!(relation[1] ?? relation[2]).toLowerCase().split(/\s+/).includes('next')) continue + if (next) + throw new OrchestrationError( + 'validation', + 'Okta returned more than one next pagination link.' + ) + next = link[1] + } + return next +} + +function parseDirectoryPage(source: ProviderInput['source'], data: unknown, link: string | null) { + if (source === 'entra') { + const page = entraPage.safeParse(data) + if (!page.success) + throw new OrchestrationError( + 'validation', + 'Microsoft Graph returned an incomplete directory page. Check User.Read.All access.' + ) + const profiles: DirectoryPerson[] = page.data.value + .filter((person) => person.accountEnabled) + .map((person) => ({ + externalId: person.id, + name: person.displayName || person.mail || person.userPrincipalName || person.id, + email: normalizeEmail(person.mail || person.userPrincipalName || ''), + title: person.jobTitle || null, + department: person.department || null, + location: person.officeLocation || null, + managerExternalId: person.manager?.id ?? null, + })) + return { profiles, next: page.data['@odata.nextLink'] } + } + const page = oktaPage.safeParse(data) + if (!page.success) + throw new OrchestrationError('validation', 'Okta returned an incomplete directory page.') + const profiles: DirectoryPerson[] = page.data + .filter((person) => person.status === 'ACTIVE') + .map(({ id, profile }) => ({ + externalId: id, + name: + profile.displayName || + [profile.firstName, profile.lastName].filter(Boolean).join(' ') || + profile.email || + profile.login || + id, + email: normalizeEmail(profile.email || profile.login || ''), + title: profile.title || null, + department: profile.department || null, + location: + [profile.city, profile.state, profile.countryCode].filter(Boolean).join(', ') || null, + managerExternalId: profile.managerId || null, + })) + return { profiles, next: oktaNextLink(link) } +} + +/** Reads one page and validates both the saved checkpoint and the provider's proposed continuation. */ +export function externalDirectoryUsers(input: DirectoryAccess, appOnly = false) { + const endpoint = usersEndpoint(input, appOnly) + const authorization = `${input.source === 'okta' ? 'SSWS' : 'Bearer'} ${input.token}` + return { + sourceId: endpoint.origin, + async users(cursor: string | null, signal?: AbortSignal) { + const url = cursor === null ? endpoint : checkedDirectoryNextLink(cursor, endpoint) + const { data, link } = await readDirectoryResponse(url, { + signal, + headers: { Authorization: authorization, Accept: 'application/json' }, + }) + const page = parseDirectoryPage(input.source, data, link) + const next = page.next ? checkedDirectoryNextLink(page.next, endpoint).href : null + if (next === url.href) + throw new OrchestrationError('validation', 'The directory repeated its pagination link.') + if (appOnly) for (const person of page.profiles) person.managerExternalId = null + return { people: page.profiles, next } + }, + } +} + +export async function readProviderProfiles(input: ProviderInput & { organizationId: string }) { + const reader = externalDirectoryUsers(input) + const signal = AbortSignal.timeout(IMPORT_TIMEOUT_MS) + const seen = new Set() + const profiles = new Map() + let bytes = 0 + let cursor: string | null = null + do { + if (seen.has(cursor) || seen.size >= MAX_PAGES) + throw new OrchestrationError( + 'validation', + 'Directory pagination did not finish. Use Directory sync for a large directory.' + ) + seen.add(cursor) + const page = await reader.users(cursor, signal) + if (profiles.size + page.people.length > PEOPLE_IMPORT_MAX_ROWS) + throw new OrchestrationError( + 'validation', + 'One-time imports support up to 10,000 people. Use Directory sync for a larger directory.' + ) + for (const person of page.people) { + if (profiles.has(person.externalId)) + throw new OrchestrationError( + 'validation', + 'The directory changed during pagination. Try the import again.' + ) + bytes += Buffer.byteLength(JSON.stringify(person)) + if (bytes > MAX_IMPORT_PROFILE_BYTES) + throw new OrchestrationError( + 'validation', + 'This directory exceeds the one-time import size limit. Use Directory sync or import a smaller file.' + ) + profiles.set(person.externalId, person) + } + cursor = page.next + } while (cursor !== null) + const ordered = [...profiles.values()].sort( + (left, right) => + compareStrings(left.email, right.email) || compareStrings(left.externalId, right.externalId) + ) + const rows = ordered.map((person) => { + const row: Record = { email: person.email } + if (person.title) row.title = person.title + if (person.department) row.department = person.department + if (person.location) row.location = person.location + if (person.managerExternalId) + row.managerEmail = + profiles.get(person.managerExternalId)?.email || '(unavailable in this directory)' + return row + }) + return { + headers: ['email', 'title', 'department', 'location', 'managerEmail'], + rows, + sourceId: reader.sourceId, + } +} + +/** Binds confirmation to the same organization, connection and projected directory rows as the preview. */ +export function verifyDirectoryPreview( + input: Extract & { organizationId: string }, + sourceId: string, + rows: readonly Record[] +): string { + const previewDigest = sha256Hex( + JSON.stringify([ + input.organizationId, + input.source, + sourceId, + ...rows.map((row) => sha256Hex(JSON.stringify(row))), + ]) + ) + if (input.apply && input.previewDigest !== previewDigest) { + throw new OrchestrationError( + 'conflict', + 'The directory changed since your preview. Preview the import again before applying it.' + ) + } + return previewDigest +} diff --git a/apps/sim/lib/people/repository.ts b/apps/sim/lib/people/repository.ts index 05f91db2936..e0864fa3db5 100644 --- a/apps/sim/lib/people/repository.ts +++ b/apps/sim/lib/people/repository.ts @@ -1,7 +1,16 @@ import { db } from '@sim/db' -import { member, memberProfile, user } from '@sim/db/schema' -import { and, asc, count, eq, inArray, isNotNull, isNull, or, type SQL, sql } from 'drizzle-orm' -import type { PersonSummary } from '@/lib/api/contracts/people' +import { + foldedEmail, + member, + memberProfile, + peopleDirectoryEntry, + peopleDirectorySync, + scimConnection, + scimUser, + user, +} from '@sim/db/schema' +import { and, eq, inArray, isNull, or, sql } from 'drizzle-orm' +import { PEOPLE_IMPORT_MAX_ROWS, type Person, type PersonSummary } from '@/lib/api/contracts/people' import { type CursorKey, type KeysetPage, @@ -11,6 +20,7 @@ import { searchFilter, textKey, } from '@/lib/api/list-query' +import { OrchestrationError } from '@/lib/core/orchestration/types' import { acquireAdvisoryXactLock, withLockTimeout } from '@/lib/db/advisory-locks' import type { DbOrTx, DbTransaction } from '@/lib/db/types' import type { PeopleImportMember } from '@/lib/people/import' @@ -22,155 +32,209 @@ const PROFILE_LOCK_TIMEOUT_MS = 5_000 /** Eight bound parameters a row keeps a chunk far below Postgres's 65,535-parameter limit. */ const UPSERT_CHUNK_SIZE = 5_000 -export interface PersonRecord extends PersonSummary { - department: string | null - location: string | null - startDate: string | null - manager: PersonSummary | null - managerMemberId: string | null - joinedAt: Date +type PersonRow = Omit & { + joinedMs: number | null + sortName: string } -/** Suspended accounts are offboarded people: no read lists them and no write matches them. */ +export type PersonRecord = Omit & { joinedAt: Date | null } + const ACTIVE_USER = isNull(user.suspendedAt) -const SORT_NAME = sql`lower(${user.name})` +const SUMMARY_FIELDS = sql`p.id AS "memberId", p.user_id AS "userId", p.name, p.email, p.image, p.title` -const summaryColumns = { - memberId: member.id, - userId: user.id, - name: user.name, - email: user.email, - image: user.image, - title: memberProfile.title, +/** Hide retired SCIM identities immediately while the previous snapshot awaits cleanup. */ +function visibleDirectoryEntry(organizationId: string) { + return sql`(d.source <> 'scim' OR EXISTS ( + SELECT 1 FROM ${scimUser} su JOIN ${user} account ON account.id = su.user_id + WHERE su.id = d.external_id AND su.active AND account.suspended_at IS NULL + AND su.connection_id = (SELECT c.id FROM ${peopleDirectorySync} s + JOIN ${scimConnection} c ON c.id = s.source_target AND c.organization_id = s.organization_id + WHERE s.organization_id = ${organizationId} AND s.source = 'scim') + ))` } -const personColumns = { - ...summaryColumns, - sortName: SORT_NAME, - joinedAt: member.createdAt, - department: memberProfile.department, - location: memberProfile.location, - startDate: memberProfile.startDate, - managerMemberId: memberProfile.managerMemberId, +/** Compact identity/manager edges. Names, avatars, and other profile data are joined only when needed. */ +function identityRelations(organizationId: string) { + return sql` + identities AS ( + SELECT m.id AS member_id, NULL::text AS directory_id, NULL::text AS external_id, + NULL::text AS manager_external_id, lower(u.name) AS sort_name, ${foldedEmail(sql`u.email`)} AS email, + u.suspended_at IS NOT NULL AS suspended + FROM ${member} m CROSS JOIN LATERAL ( + SELECT name, email, suspended_at FROM ${user} WHERE id = m.user_id LIMIT 1 + ) u WHERE m.organization_id = ${organizationId} + UNION ALL + SELECT NULL, d.id, d.external_id, d.manager_external_id, lower(d.name), d.email, false + FROM ${peopleDirectoryEntry} d WHERE d.organization_id = ${organizationId} AND ${visibleDirectoryEntry(organizationId)} + ), + matched AS ( + SELECT i.*, count(member_id) OVER address AS member_count, max(member_id) OVER address AS match_id, + bool_or(suspended) OVER address AS has_suspended, bool_or(directory_id IS NOT NULL) OVER address AS has_entry + FROM identities i WINDOW address AS (PARTITION BY email) + ), + directory AS ( + SELECT directory_id AS id, external_id, manager_external_id, sort_name, + CASE WHEN member_count = 1 THEN match_id END AS member_id + FROM matched WHERE directory_id IS NOT NULL AND NOT has_suspended + ), + directory_links AS ( + SELECT d.id, d.member_id, d.sort_name, ref.child, + max(CASE WHEN NOT ref.child THEN coalesce(d.member_id,d.id) END) OVER (PARTITION BY ref.key) AS manager_id + FROM directory d CROSS JOIN LATERAL (VALUES (d.external_id,false), (d.manager_external_id,true)) ref(key,child) + ), + links AS ( + SELECT coalesce(d.member_id,d.id) AS id, d.member_id, d.id AS directory_id, d.manager_id, d.sort_name + FROM directory_links d WHERE d.child + UNION ALL + SELECT a.member_id, a.member_id, NULL, mp.manager_member_id, a.sort_name + FROM matched a LEFT JOIN ${memberProfile} mp ON mp.member_id = a.member_id + WHERE a.member_id IS NOT NULL AND NOT a.suspended AND NOT (a.has_entry AND a.member_count = 1) + ) + ` } -/** Active members of `organizationId` with whatever profile they have. */ -function selectPeople( - executor: DbOrTx, - organizationId: string, - ...conditions: (SQL | undefined)[] -) { - return executor - .select(personColumns) - .from(member) - .innerJoin(user, eq(user.id, member.userId)) - .leftJoin(memberProfile, eq(memberProfile.memberId, member.id)) - .where(and(eq(member.organizationId, organizationId), ACTIVE_USER, ...conditions)) +/** A leader has visible reports and no visible manager, including when their stored manager is suspended. */ +const ROOT_LINKS = sql` + root_links AS ( + SELECT id, member_id, directory_id, manager_id, sort_name FROM ( + SELECT l.*, ref.self, bool_or(ref.self) OVER node AS present, bool_or(NOT ref.self) OVER node AS has_reports + FROM links l CROSS JOIN LATERAL (VALUES (l.id,true), (l.manager_id,false)) ref(key,self) + WINDOW node AS (PARTITION BY ref.key) + ) nodes GROUP BY id, member_id, directory_id, manager_id, sort_name + HAVING bool_or(self AND has_reports) AND NOT bool_or(NOT self AND present) + ), +` + +function profileRelations(source = sql`links`) { + return sql` + people AS ( + SELECT l.*, m.user_id, d.source, coalesce(d.name,u.name) AS name, coalesce(d.email,u.email) AS email, + u.image, CASE WHEN d.id IS NULL THEN mp.title ELSE d.title END AS title, + CASE WHEN d.id IS NULL THEN mp.department ELSE d.department END AS department, + CASE WHEN d.source = 'scim' THEN coalesce(d.location, mp.location) + WHEN d.id IS NULL THEN mp.location ELSE d.location END AS location, + mp.start_date, m.created_at AS joined_at + FROM ${source} l + LEFT JOIN LATERAL (SELECT user_id, created_at FROM ${member} WHERE id = l.member_id LIMIT 1) m ON true + LEFT JOIN LATERAL (SELECT name, email, image FROM ${user} WHERE id = m.user_id LIMIT 1) u ON true + LEFT JOIN ${peopleDirectoryEntry} d ON d.id = l.directory_id + LEFT JOIN ${memberProfile} mp ON mp.member_id = l.member_id + ), + summaries AS (SELECT ${SUMMARY_FIELDS} FROM people p) + ` } -type PersonRow = Awaited>[number] +const PERSON_FIELDS = sql`${SUMMARY_FIELDS}, lower(p.name) AS "sortName", + p.department, p.location, p.start_date::text AS "startDate", p.source AS "directorySource", + p.manager_id AS "managerMemberId", to_jsonb(manager) AS manager, + (extract(epoch from p.joined_at) * 1000)::float8 AS "joinedMs"` const PEOPLE_KEYS = [ - textKey(SORT_NAME, (row) => row.sortName), - textKey(member.id, (row) => row.memberId), + textKey(sql`lower(p.name)`, (row) => row.sortName), + textKey(sql`p.id`, (row) => row.memberId), ] -/** Active members of `organizationId` by membership id, as they appear beside someone else. */ -async function summariesById( - executor: DbOrTx, - organizationId: string, - memberIds: readonly string[] -): Promise> { - if (!memberIds.length) return new Map() - const rows = await executor - .select(summaryColumns) - .from(member) - .innerJoin(user, eq(user.id, member.userId)) - .leftJoin(memberProfile, eq(memberProfile.memberId, member.id)) - .where( - and( - eq(member.organizationId, organizationId), - ACTIVE_USER, - inArray(member.id, [...memberIds]) - ) - ) - return new Map(rows.map((row) => [row.memberId, row])) +function toPerson({ joinedMs, sortName, ...row }: PersonRow): PersonRecord { + return { ...row, joinedAt: joinedMs === null ? null : new Date(joinedMs) } } -/** - * Joins each person to their manager, read once for the whole page. A suspended manager stays - * linked by `managerMemberId` but has no summary, since no read lists suspended people. - */ -async function withManagers( - executor: DbOrTx, - organizationId: string, - rows: readonly PersonRow[] -): Promise { - const managerIds = [...new Set(rows.flatMap((row) => row.managerMemberId ?? []))] - const managers = await summariesById(executor, organizationId, managerIds) - return rows.map(({ sortName, ...row }) => ({ - ...row, - manager: row.managerMemberId ? (managers.get(row.managerMemberId) ?? null) : null, - })) -} - -const SEARCHED_COLUMNS = [ - user.name, - user.email, - memberProfile.title, - memberProfile.department, - memberProfile.location, -] - -/** - * A page of people by name, then membership id, so equal names still page stably. The page and - * its managers come from one snapshot, so a manager shown always matches the profile listed. - */ export async function listPeople( organizationId: string, { search, department, + departmentKey, + scope, cursorKeys, - }: { search?: string; department?: string; cursorKeys?: CursorKey[] } -): Promise> { - const term = search?.trim() || undefined - return db.transaction( - async (tx) => { - const rows = await selectPeople( - tx, - organizationId, - term ? or(...SEARCHED_COLUMNS.map((column) => searchFilter(column, term))) : undefined, - department ? eq(memberProfile.department, department) : undefined, - resumeKeyset(PEOPLE_KEYS, cursorKeys, 'asc') + }: { + search?: string + department?: string + departmentKey?: string + scope?: 'roots' | 'members' + cursorKeys?: CursorKey[] + } +): Promise & { selectedDepartment: string | null }> { + if (departmentKey && department) + throw new OrchestrationError('validation', 'Choose a department by name or by key.') + if (cursorKeys?.length === 1 && typeof cursorKeys[0] === 'string') { + const [anchor] = await db.execute<{ name: string }>(sql` + WITH ${identityRelations(organizationId)} SELECT sort_name AS name FROM links WHERE id=${cursorKeys[0]} + `) + if (!anchor) + throw new OrchestrationError( + 'validation', + 'This page changed. Restart pagination without a cursor.' ) - .orderBy(...keysetOrderBy(PEOPLE_KEYS, 'asc')) - .limit(PAGE_SIZE + 1) - const page = keysetPage(PEOPLE_KEYS, rows, PAGE_SIZE) - return { ...page, data: await withManagers(tx, organizationId, page.data) } - }, - { isolationLevel: 'repeatable read', accessMode: 'read only' } + cursorKeys = [anchor.name, cursorKeys[0]] + } + const departmentFilter = departmentKey + ? eq(sql`encode(sha256(convert_to(p.department,'UTF8')),'hex')`, departmentKey) + : department + ? eq(sql`p.department`, department) + : undefined + const term = search?.trim() || undefined + const where = and( + term + ? or( + ...[sql`p.name`, sql`p.email`, sql`p.title`, sql`p.department`, sql`p.location`].map( + (column) => searchFilter(column, term) + ) + ) + : undefined, + departmentFilter, + scope === 'members' ? sql`p.user_id IS NOT NULL` : undefined, + resumeKeyset(PEOPLE_KEYS, cursorKeys, 'asc') ) + const roots = scope === 'roots' + const rows = await db.execute(sql` + WITH ${identityRelations(organizationId)}, ${roots ? ROOT_LINKS : sql``} + ${profileRelations(roots ? sql`root_links` : sql`links`)}, + page AS MATERIALIZED ( + SELECT p.* FROM people p ${where ? sql`WHERE ${where}` : sql``} + ORDER BY ${sql.join(keysetOrderBy(PEOPLE_KEYS, 'asc'), sql`, `)} LIMIT ${PAGE_SIZE + 1} + ) + SELECT ${PERSON_FIELDS} + FROM page p LEFT JOIN summaries manager ON manager."memberId" = p.manager_id + ORDER BY ${sql.join(keysetOrderBy(PEOPLE_KEYS, 'asc'), sql`, `)} + `) + const page = keysetPage(PEOPLE_KEYS, rows, PAGE_SIZE) + let selectedDepartment = department ?? rows[0]?.department ?? null + if (departmentKey && !rows.length && !cursorKeys) { + const [selected] = await db.execute<{ name: string }>(sql` + WITH ${identityRelations(organizationId)}, ${profileRelations()} + SELECT p.department AS name FROM people p WHERE ${departmentFilter} LIMIT 1 + `) + selectedDepartment = selected?.name ?? null + } + const keys = page.nextCursorKeys + // Oversized names resume from the same member in the scoped directory without sending the name in a URL. + const nextCursorKeys = keys && Buffer.byteLength(JSON.stringify(keys)) > 512 ? [keys[1]] : keys + return { + data: page.data.map(toPerson), + nextCursorKeys, + selectedDepartment: department || departmentKey ? selectedDepartment : null, + } } -/** The departments active people belong to, largest first. */ +type Department = { name: string; count: number } + export async function listDepartments( - organizationId: string -): Promise<{ name: string; count: number }[]> { - return db - .select({ name: sql`${memberProfile.department}`, count: count() }) - .from(memberProfile) - .innerJoin(member, eq(member.id, memberProfile.memberId)) - .innerJoin(user, eq(user.id, member.userId)) - .where( - and( - eq(member.organizationId, organizationId), - ACTIVE_USER, - isNotNull(memberProfile.department) - ) - ) - .groupBy(memberProfile.department) - .orderBy(sql`count(*) desc`, asc(memberProfile.department)) + organizationId: string, + { search, offset = 0 }: { search?: string; offset?: number } +) { + if (!Number.isSafeInteger(offset) || offset < 0) + throw new OrchestrationError('validation', 'Invalid department page offset.') + const term = search?.trim() + const rows = await db.execute(sql` + WITH ${identityRelations(organizationId)}, ${profileRelations()} + SELECT p.department AS name, count(*)::int AS count FROM people p + WHERE p.department IS NOT NULL ${term ? sql`AND ${searchFilter(sql`p.department`, term)}` : sql``} + GROUP BY p.department ORDER BY count DESC, p.department LIMIT ${PAGE_SIZE + 1} OFFSET ${offset} + `) + return { + data: rows.slice(0, PAGE_SIZE), + nextOffset: rows.length > PAGE_SIZE ? offset + PAGE_SIZE : null, + } } export async function getPerson( @@ -178,64 +242,93 @@ export async function getPerson( organizationId: string, memberId: string ): Promise { - const rows = await selectPeople(executor, organizationId, eq(member.id, memberId)).limit(1) - const [person] = await withManagers(executor, organizationId, rows) - return person ?? null + const [row] = await executor.execute(sql` + WITH ${identityRelations(organizationId)}, ${profileRelations()} + SELECT ${PERSON_FIELDS} + FROM people p LEFT JOIN summaries manager ON manager."memberId" = p.manager_id + WHERE p.id = ${memberId} OR p.directory_id = ${memberId} LIMIT 1 + `) + return row ? toPerson(row) : null } -/** - * The managers above `memberId`, nearest first, up to {@link MAX_CHAIN_DEPTH} of them. The chain - * ends at a manager who is suspended or outside the organization, and never revisits anyone. - */ -export async function getReportingChain( - executor: DbOrTx, +/** Resolves an account or directory ID once, then pages and traverses only that canonical person's neighborhood. */ +export async function getChartBranch( + tx: DbTransaction, organizationId: string, - memberId: string -): Promise { - const rows = await executor.execute(sql` - WITH RECURSIVE chain(member_id, depth, path) AS ( - SELECT m.id, 1, ARRAY[p.member_id, m.id] - FROM member_profile p - JOIN member m ON m.id = p.manager_member_id AND m.organization_id = ${organizationId} - JOIN "user" u ON u.id = m.user_id AND u.suspended_at IS NULL - WHERE p.member_id = ${memberId} + focus: { memberId: string } | { userId: string }, + requestedPage: number, + size: number +) { + type BranchRow = { + person: PersonRow + chain: PersonSummary[] + reports: (PersonSummary & { department: string | null; reportCount: number })[] + totalReports: number + page: number + } + const predicate = + 'memberId' in focus + ? sql`l.member_id = ${focus.memberId} OR l.directory_id = ${focus.memberId}` + : sql`l.member_id = (SELECT m.id FROM ${member} m WHERE m.organization_id = ${organizationId} AND m.user_id = ${focus.userId} LIMIT 1)` + const [row] = await tx.execute(sql` + WITH RECURSIVE ${identityRelations(organizationId)}, + focus AS (SELECT l.* FROM links l WHERE ${predicate} LIMIT 1), + native_ancestors(id, depth) AS ( + SELECT member_id, 0 FROM focus WHERE member_id IS NOT NULL UNION ALL - SELECT m.id, c.depth + 1, c.path || m.id - FROM chain c - JOIN member_profile p ON p.member_id = c.member_id - JOIN member m ON m.id = p.manager_member_id AND m.organization_id = ${organizationId} - JOIN "user" u ON u.id = m.user_id AND u.suspended_at IS NULL - WHERE NOT m.id = ANY(c.path) AND c.depth < ${MAX_CHAIN_DEPTH} + SELECT p.manager_member_id, n.depth + 1 FROM native_ancestors n JOIN ${memberProfile} p ON p.member_id = n.id + JOIN ${member} m ON m.id = p.manager_member_id AND m.organization_id = ${organizationId} + WHERE n.depth < ${MAX_CHAIN_DEPTH} + ), + source_ancestors(id, parent, depth) AS ( + SELECT d.id, d.manager_external_id, 0 FROM directory d + WHERE d.id = (SELECT directory_id FROM focus) OR d.member_id IN (SELECT id FROM native_ancestors) + UNION ALL + SELECT d.id, d.manager_external_id, a.depth + 1 FROM source_ancestors a + CROSS JOIN LATERAL ( + SELECT d.id, d.manager_external_id FROM ${peopleDirectoryEntry} d + WHERE d.organization_id = ${organizationId} AND d.external_id = a.parent AND ${visibleDirectoryEntry(organizationId)} LIMIT 1 + ) d WHERE a.depth < ${MAX_CHAIN_DEPTH} + ), + ancestor_links AS MATERIALIZED ( + SELECT l.id, l.manager_id FROM links l + WHERE l.member_id IN (SELECT id FROM native_ancestors) OR l.directory_id IN (SELECT id FROM source_ancestors) + ), + chain(id, depth, path) AS ( + SELECT f.manager_id, 1, ARRAY[f.id, f.manager_id] FROM focus f + WHERE f.manager_id IS NOT NULL AND f.manager_id <> f.id + UNION ALL + SELECT l.manager_id, c.depth + 1, c.path || l.manager_id FROM chain c JOIN ancestor_links l ON l.id = c.id + WHERE l.manager_id IS NOT NULL AND NOT l.manager_id = ANY(c.path) AND c.depth < ${MAX_CHAIN_DEPTH} + ), + direct AS (SELECT l.id, l.sort_name FROM links l JOIN focus f ON f.id = l.manager_id), + pagination AS ( + SELECT count(*)::int AS total, + least(${requestedPage}::int, greatest(1, ceil(count(*)::numeric / ${size})::int)) AS page + FROM direct + ), + report_page AS ( + SELECT r.id FROM direct r ORDER BY r.sort_name, r.id LIMIT ${size} OFFSET (SELECT (page - 1) * ${size} FROM pagination) + ), + selected AS (SELECT id FROM focus UNION SELECT id FROM chain UNION SELECT id FROM report_page), + selected_links AS MATERIALIZED (SELECT l.* FROM links l JOIN selected s ON s.id = l.id LIMIT ${1 + size + MAX_CHAIN_DEPTH}), + ${profileRelations(sql`selected_links`)}, + person AS ( + SELECT ${PERSON_FIELDS} FROM people p JOIN focus f ON f.id = p.id + LEFT JOIN summaries manager ON manager."memberId" = p.manager_id + ), + counts AS ( + SELECT r.id, count(l.id)::int AS total FROM report_page r LEFT JOIN links l ON l.manager_id = r.id GROUP BY r.id + ), + reports AS ( + SELECT ${SUMMARY_FIELDS}, p.department, c.total AS "reportCount" FROM people p JOIN counts c ON c.id = p.id ) - SELECT m.id AS "memberId", u.id AS "userId", u.name, u.email, u.image, mp.title - FROM chain c - JOIN member m ON m.id = c.member_id - JOIN "user" u ON u.id = m.user_id - LEFT JOIN member_profile mp ON mp.member_id = m.id - ORDER BY c.depth + SELECT to_jsonb(person) AS person, pg.page, pg.total AS "totalReports", + coalesce((SELECT jsonb_agg(to_jsonb(s) ORDER BY c.depth) FROM chain c JOIN summaries s ON s."memberId" = c.id), '[]') AS chain, + coalesce((SELECT jsonb_agg(to_jsonb(r) ORDER BY lower(r.name), r."memberId") FROM reports r), '[]') AS reports + FROM person CROSS JOIN pagination pg `) - return [...rows] -} - -/** The active people who report to `memberId`, by name. */ -export async function listDirectReports( - executor: DbOrTx, - organizationId: string, - memberId: string -): Promise { - return executor - .select(summaryColumns) - .from(member) - .innerJoin(user, eq(user.id, member.userId)) - .innerJoin(memberProfile, eq(memberProfile.memberId, member.id)) - .where( - and( - eq(member.organizationId, organizationId), - ACTIVE_USER, - eq(memberProfile.managerMemberId, memberId) - ) - ) - .orderBy(SORT_NAME, asc(member.id)) + return row ? { ...row, person: toPerson(row.person) } : null } /** @@ -254,7 +347,19 @@ export async function findActiveMembers( organizationId: string, memberIds: readonly string[] ): Promise> { - return new Set((await summariesById(tx, organizationId, memberIds)).keys()) + if (!memberIds.length) return new Set() + const rows = await tx + .select({ id: member.id }) + .from(member) + .innerJoin(user, eq(user.id, member.userId)) + .where( + and( + eq(member.organizationId, organizationId), + ACTIVE_USER, + inArray(member.id, [...memberIds]) + ) + ) + return new Set(rows.map((row) => row.id)) } /** @@ -281,36 +386,96 @@ export async function isInReportingChain( return row?.found === true } +/** One input row can name both a member and a manager. Ancestor-only links have a separate budget. */ +const MAX_IMPORT_LOOKUP_ROWS = 2 * PEOPLE_IMPORT_MAX_ROWS + /** - * Every member with the email they are matched by, their stored profile, and whether they are - * active: a suspended member's reporting lines still close loops. + * Reads only the active members an import can match. The separate manager graph includes suspended + * intermediates, but their email and profile fields never enter matching. UNION visits an ancestor + * once even if several proposed managers share a chain or a legacy reporting line is cyclic. */ export async function listMemberProfiles( executor: DbOrTx, - organizationId: string -): Promise { - const rows = await executor + organizationId: string, + emails: readonly string[], + managerEmails: readonly string[] +) { + const requested = [...new Set([...emails, ...managerEmails])] + const managerAddresses = new Set(managerEmails) + const query = executor .select({ memberId: member.id, - email: user.email, + email: foldedEmail(user.email), title: memberProfile.title, department: memberProfile.department, location: memberProfile.location, startDate: memberProfile.startDate, managerMemberId: memberProfile.managerMemberId, hasProfile: sql`${memberProfile.memberId} IS NOT NULL`, - active: sql`${user.suspendedAt} IS NULL`, + directoryManaged: sql`EXISTS (SELECT 1 FROM ${peopleDirectoryEntry} d + WHERE d.organization_id = ${organizationId} AND d.email = ${foldedEmail(user.email)} AND ${visibleDirectoryEntry(organizationId)} + AND NOT EXISTS ( + SELECT 1 FROM ${member} other_member JOIN ${user} other_user ON other_user.id = other_member.user_id + WHERE other_member.organization_id = ${organizationId} AND other_member.id <> ${member.id} + AND ${foldedEmail(sql`other_user.email`)} = d.email + ))`, }) .from(member) .innerJoin(user, eq(user.id, member.userId)) .leftJoin(memberProfile, eq(memberProfile.memberId, member.id)) - .where(eq(member.organizationId, organizationId)) - return rows.map(({ memberId, email, hasProfile, active, ...profile }) => ({ - memberId, - email, - active, - profile: hasProfile ? profile : null, - })) + .where( + and( + eq(member.organizationId, organizationId), + ACTIVE_USER, + inArray(foldedEmail(user.email), requested) + ) + ) + .limit(MAX_IMPORT_LOOKUP_ROWS + 1) + const rows = requested.length ? await query : [] + if (rows.length > MAX_IMPORT_LOOKUP_ROWS) { + throw new OrchestrationError( + 'validation', + 'Too many matching member profiles. Split the import into smaller batches.' + ) + } + + const members: PeopleImportMember[] = rows.map( + ({ memberId, email, hasProfile, directoryManaged, ...profile }) => ({ + memberId, + email, + directoryManaged, + profile: hasProfile ? profile : null, + }) + ) + const parentByAddress = new Map() + for (const row of rows) { + if (managerAddresses.has(row.email)) { + parentByAddress.set(row.email, parentByAddress.has(row.email) ? null : row.managerMemberId) + } + } + const parents = [...new Set(parentByAddress.values())].filter((id) => id !== null) + const managerLinks = parents.length + ? await executor.execute<{ memberId: string; managerMemberId: string | null }>(sql` + WITH RECURSIVE lineage(member_id, manager_member_id) AS ( + SELECT m.id, p.manager_member_id FROM ${member} m + LEFT JOIN ${memberProfile} p ON p.member_id = m.id + WHERE m.organization_id = ${organizationId} AND ${inArray(sql`m.id`, parents)} + UNION + SELECT m.id, p.manager_member_id FROM lineage l + JOIN ${member} m ON m.id = l.manager_member_id AND m.organization_id = ${organizationId} + LEFT JOIN ${memberProfile} p ON p.member_id = m.id + ) + SELECT member_id AS "memberId", manager_member_id AS "managerMemberId" + FROM lineage LIMIT ${MAX_IMPORT_LOOKUP_ROWS + 1} + `) + : [] + if (managerLinks.length > MAX_IMPORT_LOOKUP_ROWS) { + throw new OrchestrationError( + 'validation', + 'The managers in this import span too many reporting lines. Import smaller batches of managers or update reporting lines separately.' + ) + } + return { members, managerLinks } } /** Writes complete profiles, creating them for members who had none. */ diff --git a/apps/sim/lib/people/sync/entra.ts b/apps/sim/lib/people/sync/entra.ts new file mode 100644 index 00000000000..b9f76171d00 --- /dev/null +++ b/apps/sim/lib/people/sync/entra.ts @@ -0,0 +1,157 @@ +import { z } from 'zod' +import type { PeopleSyncConfig } from '@/lib/api/contracts/people-sync' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { externalDirectoryUsers } from '@/lib/people/provider-import' +import { GRAPH_BATCH_SIZE, MAX_REPORTS_PER_PAGE } from '@/lib/people/sync/limits' +import { + checkedDirectoryNextLink, + directoryRetryDelay, + MAX_NEXT_LINK_LENGTH, + readDirectoryResponse, + requireDirectorySuccess, +} from '@/lib/people/sync/provider-request' +import type { + DirectoryReader, + DirectoryReportRequest, + DirectoryReportResult, +} from '@/lib/people/sync/types' + +const GRAPH_BASE = 'https://graph.microsoft.com/v1.0' + +const tokenResponse = z.object({ + access_token: z + .string() + .min(1) + .max(32_768) + .regex(/^[!-~]+$/), + token_type: z.string().toLowerCase().pipe(z.literal('bearer')), +}) + +const batchResponse = z.object({ + responses: z + .array( + z.object({ + id: z.string(), + status: z.number().int(), + headers: z.record(z.string(), z.union([z.string(), z.number()])).optional(), + body: z.unknown(), + }) + ) + .max(GRAPH_BATCH_SIZE), +}) +const reportsResponse = z.object({ + value: z.array(z.object({ id: z.string().min(1).max(512) })).max(MAX_REPORTS_PER_PAGE), + '@odata.nextLink': z.string().min(1).max(MAX_NEXT_LINK_LENGTH).optional(), +}) + +/** App-only Graph tokens cannot read /manager; each user's /directReports supports User.Read.All. */ +async function readReportPages( + items: readonly DirectoryReportRequest[], + token: string +): Promise { + if (!items.length) return [] + if ( + items.length > GRAPH_BATCH_SIZE || + new Set(items.map((item) => item.managerId)).size !== items.length + ) + throw new OrchestrationError( + 'validation', + 'A Graph batch can read one page for each of up to 20 managers.' + ) + const pages = items.map(({ managerId, cursor }, index) => { + if (!/^[A-Za-z0-9_-]{1,512}$/.test(managerId)) + throw new OrchestrationError('validation', 'Microsoft returned an invalid directory user ID.') + const endpoint = new URL(`${GRAPH_BASE}/users/${managerId}/directReports`) + endpoint.searchParams.set('$select', 'id') + const url = cursor === null ? endpoint : checkedDirectoryNextLink(cursor, endpoint) + return { id: String(index + 1), managerId, endpoint, url } + }) + const { data } = await readDirectoryResponse(new URL(`${GRAPH_BASE}/$batch`), { + method: 'POST', + headers: { + Authorization: `Bearer ${token}`, + Accept: 'application/json', + 'Content-Type': 'application/json', + }, + body: JSON.stringify({ + requests: pages.map((page) => ({ + id: page.id, + method: 'GET', + url: `${page.url.pathname.slice('/v1.0'.length)}${page.url.search}`, + })), + }), + }) + const parsed = batchResponse.safeParse(data) + if (!parsed.success || parsed.data.responses.length !== pages.length) + throw new OrchestrationError( + 'validation', + 'Microsoft returned an incomplete direct reports batch.' + ) + const byId = new Map(parsed.data.responses.map((response) => [response.id, response])) + return pages.map((page) => { + const response = byId.get(page.id) + if (!response) + throw new OrchestrationError( + 'validation', + 'Microsoft returned an incomplete direct reports batch.' + ) + const headers = new Map( + Object.entries(response.headers ?? {}).map(([k, v]) => [k.toLowerCase(), String(v)]) + ) + const timing = { get: (name: string) => headers.get(name) ?? null } + const retryAfterMs = directoryRetryDelay(response.status, timing) + if (retryAfterMs !== null) return { managerId: page.managerId, retryAfterMs } + requireDirectorySuccess(response.status, timing) + const parsedReports = reportsResponse.safeParse(response.body) + if (!parsedReports.success) + throw new OrchestrationError( + 'validation', + 'Microsoft returned an incomplete direct reports page.' + ) + const href = parsedReports.data['@odata.nextLink'] + const next = href ? checkedDirectoryNextLink(href, page.endpoint).href : null + if (next === page.url.href) + throw new OrchestrationError( + 'validation', + 'Microsoft repeated its direct reports pagination link.' + ) + return { + managerId: page.managerId, + reportIds: parsedReports.data.value.map((report) => report.id), + next, + } + }) +} + +export async function openEntraReader( + config: Extract +): Promise { + const tenantId = config.tenantId.toLowerCase() + const { data } = await readDirectoryResponse( + new URL(`https://login.microsoftonline.com/${tenantId}/oauth2/v2.0/token`), + { + method: 'POST', + headers: { 'Content-Type': 'application/x-www-form-urlencoded' }, + body: new URLSearchParams({ + client_id: config.clientId, + client_secret: config.clientSecret, + scope: 'https://graph.microsoft.com/.default', + grant_type: 'client_credentials', + }).toString(), + }, + true + ) + const parsed = tokenResponse.safeParse(data) + if (!parsed.success) + throw new OrchestrationError( + 'validation', + 'Microsoft did not issue a valid application access token.' + ) + const token = parsed.data.access_token + const reader = externalDirectoryUsers({ source: 'entra', token }, true) + return { + sourceId: tenantId, + users: reader.users, + reports: (items) => readReportPages(items, token), + } +} diff --git a/apps/sim/lib/people/sync/large-directory.integration.ts b/apps/sim/lib/people/sync/large-directory.integration.ts new file mode 100644 index 00000000000..a2474e327e2 --- /dev/null +++ b/apps/sim/lib/people/sync/large-directory.integration.ts @@ -0,0 +1,452 @@ +import { db } from '@sim/db' +import { + peopleDirectoryEntry as entry, + member, + organization, + peopleDirectorySync as sync, + user, +} from '@sim/db/schema' +import { createSessionPrincipal } from '@sim/testing/factories/principal.factory' +import { createDeferred } from '@sim/testing/helpers/deferred' +import { jsonResponse } from '@sim/testing/helpers/http' +import { + inputValidationMock, + inputValidationMockFns, +} from '@sim/testing/mocks/input-validation.mock' +import { generateId } from '@sim/utils/id' +import { and, count, eq, like } from 'drizzle-orm' +import { afterAll, afterEach, beforeAll, expect, it, vi } from 'vitest' +import * as flags from '@/lib/core/config/feature-flags' +import { configurePeopleSync } from '@/lib/people/application/directory-sync' +import { getChartBranch } from '@/lib/people/repository' +import { runDirectorySync } from '@/lib/people/sync/runner' +import { + configureDirectorySync, + disconnectDirectorySync, + getDirectorySync, + requestDirectorySync, +} from '@/lib/people/sync/service' + +vi.mock('@/lib/core/security/input-validation.server', () => inputValidationMock) +vi.hoisted(() => vi.stubEnv('PEOPLE', 'true')) + +const fetchPage = inputValidationMockFns.mockSecureFetchWithValidation +const organizationId = generateId() +const ownerId = generateId() +const principal = createSessionPrincipal({ userId: ownerId }) +const config = { source: 'okta', domain: 'resume.okta.com', token: 'test-token-original' } as const + +beforeAll(async () => { + await db.transaction(async (tx) => { + await tx.insert(organization).values({ + id: organizationId, + name: 'Resumable directory', + slug: organizationId, + createdAt: new Date(), + }) + await tx.insert(user).values({ + id: ownerId, + name: 'Owner', + email: `${ownerId}@example.test`, + emailVerified: true, + createdAt: new Date(), + updatedAt: new Date(), + }) + await tx + .insert(member) + .values({ id: generateId(), userId: ownerId, organizationId, role: 'owner' }) + }) +}) +afterEach(async () => { + fetchPage.mockReset() + await disconnectDirectorySync(organizationId) + vi.restoreAllMocks() +}) +afterAll(async () => { + await db.delete(organization).where(eq(organization.id, organizationId)) + await db.delete(user).where(eq(user.id, ownerId)) + vi.unstubAllEnvs() +}) + +function person(id: string, title = 'Engineer', managerId?: string) { + return { + id, + status: 'ACTIVE', + profile: { email: `${id}@example.test`, firstName: id, title, managerId }, + } +} + +async function publishBaseline() { + fetchPage.mockResolvedValueOnce(jsonResponse([person('director', 'Founder')])) + await configureDirectorySync(organizationId, config, ownerId) + const [director] = await db + .select({ id: entry.id }) + .from(entry) + .where(and(eq(entry.organizationId, organizationId), eq(entry.externalId, 'director'))) + return director.id +} + +it('resumes a throttled directory beyond 10,000 accounts and publishes the complete tree once', async () => { + const directorId = await publishBaseline() + const size = 10241 + const slice = 200 + const throttleAt = 600 + const requested: number[] = [] + let throttled = false + fetchPage.mockImplementation(async (url, options) => { + expect(options.headers.Authorization).toBe(`SSWS ${config.token}`) + const page = new URL(url) + expect(page.origin).toBe('https://resume.okta.com') + const offset = Number(page.searchParams.get('after') ?? 0) + requested.push(offset) + if (offset === throttleAt && !throttled) { + throttled = true + return jsonResponse( + { message: config.token }, + { status: 429, headers: { 'Retry-After': '120' } } + ) + } + const limit = Math.min(slice, Number(page.searchParams.get('limit') || slice), size - offset) + const records = Array.from({ length: limit }, (_, index) => { + const n = offset + index + return n === size - 1 + ? person('director', 'Director') + : person(`employee-${n}`, 'Engineer', 'director') + }) + if (offset + limit === size) return jsonResponse(records) + page.searchParams.set('after', String(offset + limit)) + return jsonResponse(records, { headers: { Link: `<${page.href}>; rel="next"` } }) + }) + + const started = Date.now() + let status = await requestDirectorySync(organizationId) + expect(status.state).toBe('failed') + expect(status.retryBlocked).toBe(true) + expect(status.progress).toEqual({ phase: 'users', usersRead: throttleAt }) + expect(Date.parse(status.retryAt ?? '')).toBeGreaterThanOrEqual(started + 119000) + expect(JSON.stringify(status)).not.toContain(config.token) + const beforeRetry = [...requested] + await requestDirectorySync(organizationId) + expect(await runDirectorySync(organizationId, 'cron')).toBe(false) + expect(requested).toEqual(beforeRetry) + + const verifyBaseline = async () => { + const [{ total }] = await db + .select({ total: count() }) + .from(entry) + .where(eq(entry.organizationId, organizationId)) + expect(total).toBe(1) + const branch = await db.transaction((tx) => + getChartBranch(tx, organizationId, { memberId: directorId }, 1, 4) + ) + expect(branch?.person.title).toBe('Founder') + expect(branch?.totalReports).toBe(0) + } + await verifyBaseline() + await db + .update(sync) + .set({ nextSyncAt: new Date(0) }) + .where(eq(sync.organizationId, organizationId)) + const resumesAt = requested.length + status = await requestDirectorySync(organizationId) + expect(requested[resumesAt]).toBe(throttleAt) + expect(status.progress?.usersRead).toBeGreaterThan(throttleAt) + let continuationTicks = 0 + while (status.progress && continuationTicks < 100) { + await verifyBaseline() + await runDirectorySync(organizationId, 'cron') + const updated = await getDirectorySync(organizationId) + if (!updated) throw new Error('Directory connection disappeared') + status = updated + continuationTicks++ + } + expect(status).toMatchObject({ + state: 'scheduled', + progress: null, + lastError: null, + retryAt: null, + }) + expect(status.lastSuccessAt).toBeTruthy() + expect(requested.filter((offset) => offset === 0)).toHaveLength(1) + const branch = await db.transaction((tx) => + getChartBranch(tx, organizationId, { memberId: directorId }, 1, 4) + ) + expect(branch?.person.title).toBe('Director') + expect(branch?.totalReports).toBe(size - 1) +}, 90_000) + +it('blocks provider access for an organization whose People rollout is disabled, including due work', async () => { + await publishBaseline() + const before = fetchPage.mock.calls.length + const recent = await getDirectorySync(organizationId) + vi.spyOn(flags, 'isFeatureEnabled').mockResolvedValue(false) + await expect( + configurePeopleSync.execute({ principal, input: { organizationId, config } }) + ).rejects.toMatchObject({ code: 'forbidden' }) + await db + .update(sync) + .set({ nextSyncAt: new Date(0) }) + .where(eq(sync.organizationId, organizationId)) + await runDirectorySync(organizationId, 'cron') + expect(fetchPage.mock.calls.length).toBe(before) + expect((await getDirectorySync(organizationId))?.lastSuccessAt).toBe(recent?.lastSuccessAt) + const [{ total }] = await db + .select({ total: count() }) + .from(entry) + .where(eq(entry.organizationId, organizationId)) + expect(total).toBe(1) +}) + +it('never publishes a late page into a reconnected directory and keeps saved credentials out of status', async () => { + await publishBaseline() + const fetched = createDeferred() + const delayed = createDeferred>() + const replacement = 'test-token-reconnected' + fetchPage.mockImplementation(async (_url, options) => { + if (options.headers.Authorization === `SSWS ${replacement}`) + return jsonResponse([person('new-director')]) + expect(options.headers.Authorization).toBe(`SSWS ${config.token}`) + fetched.resolve() + return delayed.promise + }) + const old = requestDirectorySync(organizationId) + await fetched.promise + await disconnectDirectorySync(organizationId) + try { + const current = await configureDirectorySync( + organizationId, + { ...config, token: replacement }, + ownerId + ) + expect(current.state).toBe('scheduled') + expect(JSON.stringify(current)).not.toContain(replacement) + const [stored] = await db + .select({ credential: sync.encryptedCredential }) + .from(sync) + .where(eq(sync.organizationId, organizationId)) + expect(stored.credential).toBeTruthy() + expect(stored.credential).not.toContain(replacement) + } finally { + delayed.resolve(jsonResponse([person('stale-director')])) + await old + } + const ids = await db + .select({ id: entry.externalId }) + .from(entry) + .where(eq(entry.organizationId, organizationId)) + expect(ids).toEqual([{ id: 'new-director' }]) +}) + +it('abandons a week-old generation before using its saved provider cursor', async () => { + await publishBaseline() + const offsets: (string | null)[] = [] + const endpoint = `https://${config.domain}/api/v1/users` + let restarted = false + fetchPage.mockImplementation(async (url) => { + const after = new URL(url).searchParams.get('after') + offsets.push(after) + if (restarted) { + if (after) throw new Error('Expired cursor was replayed') + return jsonResponse([person('fresh-account')]) + } + return after + ? jsonResponse({}, { status: 429, headers: { 'Retry-After': '60' } }) + : jsonResponse([person('abandoned-account')], { + headers: { Link: `<${endpoint}?after=stale>; rel="next"` }, + }) + }) + const paused = await requestDirectorySync(organizationId) + expect(paused.progress?.usersRead).toBe(1) + await db + .update(sync) + .set({ runStartedAt: new Date(Date.now() - 8 * 86_400_000), nextSyncAt: new Date(0) }) + .where(eq(sync.organizationId, organizationId)) + restarted = true + expect((await requestDirectorySync(organizationId)).state).toBe('scheduled') + expect(offsets).toEqual([null, 'stale', null]) + const entries = await db + .select({ id: entry.externalId }) + .from(entry) + .where(eq(entry.organizationId, organizationId)) + expect(entries).toEqual([{ id: 'fresh-account' }]) +}) + +it('rotates credentials without bypassing a provider cooldown or publishing the abandoned run', async () => { + const director = await publishBaseline() + const rotatedToken = 'test-rotated-credential' + const next = `https://${config.domain}/api/v1/users?after=old-credential` + fetchPage + .mockResolvedValueOnce( + jsonResponse([person('superseded')], { headers: { Link: `<${next}>; rel="next"` } }) + ) + .mockResolvedValueOnce(jsonResponse({}, { status: 429, headers: { 'Retry-After': '120' } })) + const paused = await requestDirectorySync(organizationId) + expect(paused.progress?.usersRead).toBe(1) + const before = fetchPage.mock.calls.length + const rotated = await configureDirectorySync( + organizationId, + { ...config, token: rotatedToken }, + ownerId + ) + expect(rotated.retryAt).toBe(paused.retryAt) + expect(fetchPage.mock.calls.length).toBe(before) + const previous = await db.transaction((tx) => + getChartBranch(tx, organizationId, { memberId: director }, 1, 4) + ) + expect(previous?.person.title).toBe('Founder') + fetchPage.mockImplementationOnce(async (url, opts) => { + expect(opts.headers.Authorization).toBe(`SSWS ${rotatedToken}`) + expect(new URL(url).searchParams.has('after')).toBe(false) + return jsonResponse([person('director', 'President')]) + }) + await db + .update(sync) + .set({ nextSyncAt: new Date(0) }) + .where(eq(sync.organizationId, organizationId)) + const result = await requestDirectorySync(organizationId) + expect(result.state).toBe('scheduled') + const rows = await db + .select({ id: entry.id, title: entry.title }) + .from(entry) + .where(eq(entry.organizationId, organizationId)) + expect(rows).toEqual([{ id: director, title: 'President' }]) +}) + +it('resumes a large Entra hierarchy without replaying successful batch siblings or creating accounts', async () => { + const total = 10007 + const tenantId = generateId() + const graphConfig = { + source: 'entra', + tenantId, + clientId: generateId(), + clientSecret: 'test-only-graph-secret', + } as const + const graph = 'https://graph.microsoft.com/v1.0' + const employee = (index: number) => `employee-${String(index).padStart(5, '0')}` + const lead = 'z-director' + const domain = `entra-${organizationId}.example.test` + const graphUser = (id: string, title: string) => ({ + id, + mail: `${id}@${domain}`, + displayName: id, + jobTitle: title, + accountEnabled: true, + }) + let baseline = true + let throttled = false + let tokenCount = 0 + const calls = new Map() + const userOffsets: number[] = [] + fetchPage.mockImplementation(async (url, options) => { + if (url === `https://login.microsoftonline.com/${tenantId}/oauth2/v2.0/token`) { + expect(new URLSearchParams(options.body).get('client_secret')).toBe(graphConfig.clientSecret) + tokenCount++ + return jsonResponse({ access_token: `test-access-${tokenCount}`, token_type: 'Bearer' }) + } + expect(options.headers.Authorization).toBe(`Bearer test-access-${tokenCount}`) + const endpoint = new URL(url) + if (endpoint.pathname === '/v1.0/users') { + if (baseline) return jsonResponse({ value: [graphUser(lead, 'Founder')] }) + const offset = Number(endpoint.searchParams.get('$skiptoken') || 0) + const pageSize = Math.min(Number(endpoint.searchParams.get('$top') || 100), total - offset) + userOffsets.push(offset) + const value = Array.from({ length: pageSize }, (_, i) => + offset + i === total - 1 + ? graphUser(lead, 'Director') + : graphUser(employee(offset + i), 'Engineer') + ) + endpoint.searchParams.set('$skiptoken', String(offset + pageSize)) + return jsonResponse({ + value, + ...(offset + pageSize < total ? { '@odata.nextLink': endpoint.href } : {}), + }) + } + expect(endpoint.pathname).toBe('/v1.0/$batch') + const batch = JSON.parse(String(options.body)) as { requests: { id: string; url: string }[] } + expect(batch.requests.length).toBeLessThanOrEqual(20) + const responses = batch.requests.map((request) => { + const target = new URL(request.url, 'https://graph.microsoft.com') + const managerId = target.pathname.split('/')[2] + if (baseline) return { id: request.id, status: 200, body: { value: [] } } + calls.set(managerId, (calls.get(managerId) ?? 0) + 1) + if (managerId === employee(1) && !throttled) { + throttled = true + return { + id: request.id, + status: 429, + headers: { 'Retry-After': '120' }, + body: { error: graphConfig.clientSecret }, + } + } + if (managerId !== lead) return { id: request.id, status: 200, body: { value: [] } } + const offset = Number(target.searchParams.get('$skiptoken') || 0) + const length = Math.min(1000, total - 1 - offset) + const value = Array.from({ length }, (_, i) => ({ id: employee(offset + i) })) + const next = `${graph}/users/${lead}/directReports?$skiptoken=${offset + length}` + return { + id: request.id, + status: 200, + body: { value, ...(offset + length < total - 1 ? { '@odata.nextLink': next } : {}) }, + } + }) + return jsonResponse({ responses: responses.reverse() }) + }) + const initial = await configureDirectorySync(organizationId, graphConfig, ownerId) + expect(initial.state).toBe('scheduled') + const [director] = await db + .select({ id: entry.id }) + .from(entry) + .where(eq(entry.organizationId, organizationId)) + const verifyPriorChart = async () => { + const branch = await db.transaction((tx) => + getChartBranch(tx, organizationId, { memberId: director.id }, 1, 4) + ) + expect(branch?.person.title).toBe('Founder') + expect(branch?.totalReports).toBe(0) + } + baseline = false + let status = await requestDirectorySync(organizationId) + for (let n = 0; status.state !== 'failed' && n < 16; n++) { + await verifyPriorChart() + await runDirectorySync(organizationId, 'cron') + status = (await getDirectorySync(organizationId)) ?? status + } + expect(status).toMatchObject({ + state: 'failed', + progress: { phase: 'relationships', usersRead: total }, + lastSuccessAt: initial.lastSuccessAt, + }) + expect(status.retryAt).toBeTruthy() + expect(JSON.stringify(status)).not.toContain(graphConfig.clientSecret) + expect(calls.get(employee(0))).toBe(1) + await verifyPriorChart() + await db + .update(sync) + .set({ nextSyncAt: new Date(0) }) + .where(eq(sync.organizationId, organizationId)) + for (let n = 0; status.progress && n < 32; n++) { + await verifyPriorChart() + await runDirectorySync(organizationId, 'cron') + status = (await getDirectorySync(organizationId)) ?? status + } + expect(status).toMatchObject({ state: 'scheduled', progress: null, lastError: null }) + expect(calls.get(employee(0))).toBe(1) + expect(calls.get(employee(1))).toBe(2) + expect(userOffsets.filter((offset) => offset === 0)).toHaveLength(1) + const branch = await db.transaction((tx) => + getChartBranch(tx, organizationId, { memberId: director.id }, Math.ceil((total - 1) / 4), 4) + ) + expect(branch?.person.title).toBe('Director') + expect(branch?.totalReports).toBe(total - 1) + expect(branch?.reports.at(-1)?.email).toBe(`${employee(total - 2)}@${domain}`) + const [{ members }] = await db + .select({ members: count() }) + .from(member) + .where(eq(member.organizationId, organizationId)) + expect(members).toBe(1) + const [{ accounts }] = await db + .select({ accounts: count() }) + .from(user) + .where(like(user.email, `%@${domain}`)) + expect(accounts).toBe(0) +}, 180_000) diff --git a/apps/sim/lib/people/sync/limits.ts b/apps/sim/lib/people/sync/limits.ts new file mode 100644 index 00000000000..8a6d00574f0 --- /dev/null +++ b/apps/sim/lib/people/sync/limits.ts @@ -0,0 +1,2 @@ +export const GRAPH_BATCH_SIZE = 20 +export const MAX_REPORTS_PER_PAGE = 1000 diff --git a/apps/sim/lib/people/sync/projection.ts b/apps/sim/lib/people/sync/projection.ts new file mode 100644 index 00000000000..800df32aafb --- /dev/null +++ b/apps/sim/lib/people/sync/projection.ts @@ -0,0 +1,108 @@ +import { + peopleDirectoryEntry as entry, + peopleDirectoryStage as stage, + peopleDirectorySync as sync, +} from '@sim/db/schema' +import { and, eq, sql } from 'drizzle-orm' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import type { DbTransaction } from '@/lib/db/types' +import type { StageRun } from '@/lib/people/sync/stage' + +/** Publishes one finished generation atomically. Existing external identities retain their public People IDs. */ +export async function publishStagedSnapshot( + tx: DbTransaction, + run: StageRun, + source: typeof sync.$inferSelect.source +) { + const [current] = await tx + .select({ id: sync.organizationId }) + .from(sync) + .where( + and( + eq(sync.organizationId, run.organizationId), + eq(sync.runId, run.runId), + eq(sync.phase, 'publish'), + eq(sync.source, source) + ) + ) + .for('update') + if (!current) + throw new OrchestrationError( + 'conflict', + 'This directory generation is no longer ready to publish.' + ) + if (source === 'entra') { + const [unfinished] = await tx + .select({ id: stage.externalId }) + .from(stage) + .where( + and( + eq(stage.organizationId, run.organizationId), + eq(stage.runId, run.runId), + eq(stage.reportsComplete, false) + ) + ) + .limit(1) + if (unfinished) + throw new OrchestrationError('conflict', 'Some directory relationships are still pending.') + } + await tx.execute(sql` + WITH refs AS ( + SELECT external_id AS id, NULL::tid AS child FROM ${stage} WHERE organization_id = ${run.organizationId} AND run_id = ${run.runId} + UNION ALL + SELECT manager_external_id, ctid FROM ${stage} WHERE organization_id = ${run.organizationId} AND run_id = ${run.runId} + AND manager_external_id IS NOT NULL + ), classified AS ( + SELECT child, bool_or(child IS NULL) OVER (PARTITION BY id) AS present FROM refs + ) + UPDATE ${stage} s SET manager_external_id = NULL FROM classified c + WHERE c.child IS NOT NULL AND NOT c.present AND s.ctid = c.child + `) + // A person with an ancestor at least N steps away in an N-person directory must be in or below a cycle. + const [graph] = await tx.execute<{ hasCycle: boolean }>(sql` + WITH RECURSIVE size AS ( + SELECT count(*) AS n FROM ${stage} WHERE organization_id = ${run.organizationId} AND run_id = ${run.runId} + ), jumps(distance, id, ancestor) AS ( + SELECT 1::bigint, external_id, manager_external_id FROM ${stage} + WHERE organization_id = ${run.organizationId} AND run_id = ${run.runId} AND manager_external_id IS NOT NULL + UNION ALL + SELECT distance * 2, child, next FROM ( + SELECT j.distance, ref.child, max(ref.parent) OVER (PARTITION BY ref.id) AS next + FROM jumps j CROSS JOIN size CROSS JOIN LATERAL ( + VALUES (j.id, NULL::text, j.ancestor), (j.ancestor, j.id, NULL::text) + ) ref(id, child, parent) + WHERE j.distance < size.n + ) doubled WHERE child IS NOT NULL AND next IS NOT NULL + ) + SELECT EXISTS (SELECT 1 FROM jumps CROSS JOIN size WHERE distance >= size.n) AS "hasCycle" + `) + if (graph.hasCycle) + throw new OrchestrationError( + 'validation', + 'The directory contains a reporting loop. Correct the managers in your source and sync again.' + ) + + await tx.execute(sql` + INSERT INTO ${entry} AS live (id,organization_id,source,external_id,email,name,title,department,location,manager_external_id) + SELECT s.proposed_id, s.organization_id, ${source}, s.external_id, s.email, s.name, s.title, s.department, s.location, + s.manager_external_id + FROM ${stage} s + WHERE s.organization_id = ${run.organizationId} AND s.run_id = ${run.runId} + ON CONFLICT (organization_id,external_id) DO UPDATE SET email=excluded.email, name=excluded.name, title=excluded.title, + department=excluded.department, location=excluded.location, manager_external_id=excluded.manager_external_id + WHERE (live.email,live.name,live.title,live.department,live.location,live.manager_external_id) + IS DISTINCT FROM (excluded.email,excluded.name,excluded.title,excluded.department,excluded.location,excluded.manager_external_id) + `) + // Physical row IDs live only within this statement and keep deletion independent of directory-wide join estimates. + await tx.execute(sql` + WITH entries AS ( + SELECT external_id, ctid AS target FROM ${entry} WHERE organization_id = ${run.organizationId} + UNION ALL + SELECT external_id, NULL::tid FROM ${stage} WHERE organization_id = ${run.organizationId} AND run_id = ${run.runId} + ), classified AS ( + SELECT target, bool_or(target IS NULL) OVER (PARTITION BY external_id) AS present FROM entries + ) + DELETE FROM ${entry} live USING classified c + WHERE c.target IS NOT NULL AND NOT c.present AND live.ctid = c.target + `) +} diff --git a/apps/sim/lib/people/sync/provider-request.ts b/apps/sim/lib/people/sync/provider-request.ts new file mode 100644 index 00000000000..a00b471eb9e --- /dev/null +++ b/apps/sim/lib/people/sync/provider-request.ts @@ -0,0 +1,134 @@ +import { parseRetryAfter } from '@sim/utils/retry' +import { isRetryableInfrastructureError } from '@/lib/core/errors/retryable-infrastructure' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { + type SecureFetchOptions, + secureFetchWithValidation, +} from '@/lib/core/security/input-validation.server' + +const MAX_PAGE_BYTES = 2 * 1024 * 1024 +export const MAX_NEXT_LINK_LENGTH = 8192 + +function collectionPath(url: URL) { + if (url.origin !== 'https://graph.microsoft.com') return url.pathname + return url.pathname + .replace(/^\/v1\.0\/users(?=\/|$)/i, '/v1.0/users') + .replace(/\/directreports$/i, '/directReports') +} + +export function checkedDirectoryNextLink(href: string, endpoint: URL): URL { + const url = href.length <= MAX_NEXT_LINK_LENGTH && URL.canParse(href) ? new URL(href) : null + if ( + !url || + url.origin !== endpoint.origin || + collectionPath(url) !== collectionPath(endpoint) || + url.username || + url.password || + url.hash + ) { + throw new OrchestrationError('validation', 'The directory returned an invalid pagination link.') + } + return url +} + +const DEFAULT_RETRY_MS = 60_000 +const MAX_RETRY_MS = 365 * 24 * 60 * 60_000 + +export class DirectoryRetryError extends OrchestrationError { + constructor( + message: string, + readonly retryAfterMs: number + ) { + super('validation', message) + this.name = 'DirectoryRetryError' + } +} + +type HeaderReader = { get(name: string): string | null } + +/** Graph may throttle individual operations inside an otherwise successful batch. Okta uses a UTC reset epoch. */ +export function directoryRetryDelay(status: number, headers?: HeaderReader): number | null { + if (status !== 408 && status !== 429 && !(status >= 500 && status <= 599)) return null + const retry = parseRetryAfter(headers?.get('retry-after') ?? null, MAX_RETRY_MS) + if (retry !== null) return Math.max(1000, retry) + if (status === 429) { + const serverDate = Date.parse(headers?.get('date') ?? '') + const reset = + Number(headers?.get('x-rate-limit-reset')) * 1000 - + (Number.isFinite(serverDate) ? serverDate : Date.now()) + if (reset > 0 && reset <= MAX_RETRY_MS) return Math.ceil(reset) + } + return DEFAULT_RETRY_MS +} + +export function requireDirectorySuccess(status: number, headers?: HeaderReader): void { + if (status === 200) return + const retryAfterMs = directoryRetryDelay(status, headers) + if (retryAfterMs !== null) { + throw new DirectoryRetryError( + status === 429 + ? 'The directory rate limit was reached. Try again later.' + : 'The directory is temporarily unavailable. Try again later.', + retryAfterMs + ) + } + if (status === 401 || status === 403) + throw new OrchestrationError( + 'validation', + 'The directory refused access. Check your credentials and directory permissions.' + ) + throw new OrchestrationError( + 'validation', + `The directory returned HTTP ${status}. Try again later.` + ) +} + +/** All directory egress is pinned, bounded and free of provider-supplied error text. */ +export async function readDirectoryResponse( + url: URL, + options: Pick, + tokenExchange = false +) { + const signal = options.signal ?? AbortSignal.timeout(15_000) + const response = await secureFetchWithValidation(url.href, { + ...options, + signal, + profile: 'contentFetch', + maxRedirects: 0, + maxResponseBytes: tokenExchange ? 64 * 1024 : MAX_PAGE_BYTES, + timeout: 15_000, + acceptCompressed: true, + logUrlValidationDetails: false, + }).catch((error: unknown) => { + if ( + isRetryableInfrastructureError(error) || + signal.aborted || + (error instanceof TypeError && error.message === 'fetch failed') + ) { + throw new DirectoryRetryError( + 'Could not reach the directory. Try again later.', + DEFAULT_RETRY_MS + ) + } + throw new OrchestrationError( + 'validation', + 'Could not read the directory. Check the directory address, network access, and response size.' + ) + }) + if (response.status !== 200) await response.body?.cancel().catch(() => undefined) + if (tokenExchange && [400, 401, 403].includes(response.status)) + throw new OrchestrationError( + 'validation', + 'Microsoft refused the application credentials. Check the tenant ID, application ID, and client secret.' + ) + requireDirectorySuccess(response.status, response.headers) + const data: unknown = await response.json().catch((error: unknown) => { + if (isRetryableInfrastructureError(error) || signal.aborted) + throw new DirectoryRetryError( + 'The directory response was interrupted. Try again later.', + DEFAULT_RETRY_MS + ) + throw new OrchestrationError('validation', 'The directory returned an unreadable page.') + }) + return { data, link: response.headers.get('link') } +} diff --git a/apps/sim/lib/people/sync/runner.ts b/apps/sim/lib/people/sync/runner.ts new file mode 100644 index 00000000000..855f734b68d --- /dev/null +++ b/apps/sim/lib/people/sync/runner.ts @@ -0,0 +1,360 @@ +import { db } from '@sim/db' +import { peopleDirectoryScimChange as change, peopleDirectorySync as sync } from '@sim/db/schema' +import { createLogger } from '@sim/logger' +import { getPostgresErrorCode } from '@sim/utils/errors' +import { generateId } from '@sim/utils/id' +import { backoffWithJitter } from '@sim/utils/retry' +import { and, eq, isNotNull, isNull, lte, or, sql } from 'drizzle-orm' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { decryptSecret } from '@/lib/core/security/encryption' +import type { DbTransaction } from '@/lib/db/types' +import { requirePeopleEnabled } from '@/lib/people/feature-flag' +import { lockProfiles } from '@/lib/people/repository' +import { publishStagedSnapshot } from '@/lib/people/sync/projection' +import { DirectoryRetryError } from '@/lib/people/sync/provider-request' +import { pendingScimChange } from '@/lib/people/sync/scim-changes' +import { openDirectoryReader } from '@/lib/people/sync/snapshot' +import { + discardStage, + pendingManagers, + type StageRun, + stageRelationships, + stageUsers, +} from '@/lib/people/sync/stage' +import type { DirectoryReader } from '@/lib/people/sync/types' +import { stageScimDirectory } from '@/ee/scim/lib/repository/people-profiles' + +const logger = createLogger('PeopleDirectorySync') +const SYNC_INTERVAL_MS = 60 * 60_000 +const RETRY_INTERVAL_MS = 15 * 60_000 +const LEASE_MS = 5 * 60_000 +const RUN_LIFETIME_MS = 7 * 24 * SYNC_INTERVAL_MS +const SLICES = { + manual: { durationMs: 20_000, steps: 16 }, + cron: { durationMs: 65_000, steps: 128 }, +} as const +export const CLEARED_RUN = { + runId: null, + runStartedAt: null, + phase: null, + cursor: null, + usersRead: 0, +} as const +const RELEASED = { leaseToken: null, leaseExpiresAt: null } as const +const available = (at: Date) => or(isNull(sync.leaseToken), lte(sync.leaseExpiresAt, at)) +const due = (at: Date) => or(lte(sync.nextSyncAt, at), isNotNull(pendingScimChange)) +type Connection = typeof sync.$inferSelect +type Worker = StageRun & { token: string } +const checkpointColumns = { + organizationId: sync.organizationId, + sourceTarget: sync.sourceTarget, + retryCount: sync.retryCount, +} +type Checkpoint = Pick + +async function connectReader(row: Connection) { + if (!row.encryptedCredential) + throw new OrchestrationError('validation', 'Update the directory credentials before syncing.') + const { decrypted } = await decryptSecret(row.encryptedCredential) + if (row.source === 'okta') + return openDirectoryReader({ source: 'okta', domain: row.sourceTarget, token: decrypted }) + if (row.source !== 'entra' || !row.clientId) + throw new OrchestrationError('validation', 'Update the directory client ID before syncing.') + return openDirectoryReader({ + source: 'entra', + tenantId: row.sourceTarget, + clientId: row.clientId, + clientSecret: decrypted, + }) +} + +const ownsLease = (worker: Worker) => + and( + eq(sync.organizationId, worker.organizationId), + eq(sync.runId, worker.runId), + eq(sync.leaseToken, worker.token) + ) + +/** Every page and its next cursor commit together, after checking that the same run still owns the source. */ +async function checkpoint( + worker: Worker, + step: 'page' | 'publish', + write: (tx: DbTransaction, row: Checkpoint) => Promise +) { + return db.transaction(async (tx) => { + if (step === 'publish') await lockProfiles(tx, worker.organizationId) + const [row] = await tx + .select(checkpointColumns) + .from(sync) + .where(ownsLease(worker)) + .for('update') + if (!row) return false + await write(tx, row) + return true + }) +} + +async function publish(tx: DbTransaction, worker: Worker, source: Connection['source']) { + await publishStagedSnapshot(tx, worker, source) + await discardStage(tx, worker.organizationId) + await tx + .update(sync) + .set({ + ...CLEARED_RUN, + ...RELEASED, + lastSuccessAt: new Date(), + lastError: null, + retryCount: 0, + nextSyncAt: new Date(Date.now() + SYNC_INTERVAL_MS), + }) + .where(ownsLease(worker)) +} + +function retryUpdate(row: Checkpoint, providerDelay: number, reason: string) { + const retryCount = Math.min(row.retryCount + 1, 16) + const delay = Math.max( + providerDelay, + backoffWithJitter(retryCount, null, { baseMs: 30_000, maxMs: SYNC_INTERVAL_MS }) + ) + return { + ...RELEASED, + retryCount, + nextSyncAt: new Date(Date.now() + delay), + lastFailedAt: new Date(), + lastError: reason, + } +} + +async function checkpointUsers(worker: Worker, reader: DirectoryReader, cursor: string | null) { + const page = await reader.users(cursor) + return checkpoint(worker, 'page', async (tx) => { + await stageUsers(tx, worker, cursor, page.people) + await tx + .update(sync) + .set({ + cursor: page.next, + phase: page.next ? 'users' : reader.reports ? 'relationships' : 'publish', + usersRead: sql`${sync.usersRead} + ${page.people.length}`, + retryCount: 0, + lastError: null, + }) + .where(ownsLease(worker)) + }) +} + +async function checkpointReports(worker: Worker, reader: DirectoryReader) { + if (!reader.reports) + throw new OrchestrationError('validation', 'The directory cannot read reporting lines.') + const items = await pendingManagers(db, worker) + if (!items.length) { + return checkpoint(worker, 'page', async (tx) => { + await tx.update(sync).set({ phase: 'publish' }).where(ownsLease(worker)) + }) + } + const results = await reader.reports(items) + const cursors = new Map(items.map((item) => [item.managerId, item.cursor])) + const pages = results.flatMap((result) => + 'reportIds' in result + ? [ + { + managerId: result.managerId, + cursor: cursors.get(result.managerId) ?? null, + reportIds: result.reportIds, + nextCursor: result.next, + }, + ] + : [] + ) + const delays = results.flatMap((result) => + 'retryAfterMs' in result ? [result.retryAfterMs] : [] + ) + const applied = await checkpoint(worker, 'page', async (tx, row) => { + await stageRelationships(tx, worker, pages) + const update = delays.length + ? retryUpdate( + row, + Math.max(...delays), + 'Some reporting lines could not be read yet. Sync will resume automatically.' + ) + : { retryCount: 0, lastError: null } + await tx.update(sync).set(update).where(ownsLease(worker)) + }) + return applied && !delays.length +} + +/** A local SCIM generation captures, validates, and publishes atomically. New provisioning changes have their own marker. */ +async function runScim(worker: Worker) { + await checkpoint(worker, 'publish', async (tx, row) => { + await discardStage(tx, row.organizationId) + const count = await stageScimDirectory(tx, row.organizationId, worker.runId, row.sourceTarget) + await tx.update(sync).set({ phase: 'publish', usersRead: count }).where(ownsLease(worker)) + await publish(tx, worker, 'scim') + }) +} + +async function handleFailure(worker: Worker, error: unknown) { + const retry = error instanceof DirectoryRetryError + const temporary = + retry || + !(error instanceof OrchestrationError) || + error.code === 'internal' || + error.code === 'locked' + const reason = + retry || (error instanceof OrchestrationError && error.code !== 'internal') + ? error.message + : 'Directory sync was interrupted. Sim will retry automatically.' + const applied = await checkpoint(worker, 'page', async (tx, row) => { + if (temporary) { + await tx + .update(sync) + .set(retryUpdate(row, retry ? error.retryAfterMs : 0, reason)) + .where(ownsLease(worker)) + } else { + await discardStage(tx, row.organizationId) + await tx + .update(sync) + .set({ + ...CLEARED_RUN, + ...RELEASED, + retryCount: 0, + lastFailedAt: new Date(), + lastError: reason, + nextSyncAt: new Date(Date.now() + RETRY_INTERVAL_MS), + }) + .where(ownsLease(worker)) + } + }) + if (applied) + logger.warn('Directory refresh interrupted', { + organizationId: worker.organizationId, + temporary, + reason, + }) +} + +function claim(organizationId: string, trigger: keyof typeof SLICES, token: string, now: Date) { + return db.transaction(async (tx) => { + const [claimed] = await tx + .update(sync) + .set({ + leaseToken: token, + leaseExpiresAt: new Date(now.getTime() + LEASE_MS), + lastAttemptAt: now, + runId: sql`coalesce(${sync.runId},${generateId()})`, + phase: sql`coalesce(${sync.phase},'users')`, + runStartedAt: sql`coalesce(${sync.runStartedAt},${now.toISOString()}::timestamp)`, + }) + .where( + and( + eq(sync.organizationId, organizationId), + available(now), + trigger === 'manual' ? or(eq(sync.retryCount, 0), due(now)) : due(now) + ) + ) + .returning() + if (claimed?.source === 'scim') + await tx.delete(change).where(eq(change.organizationId, organizationId)) + if (!claimed?.runStartedAt || claimed.runStartedAt.getTime() + RUN_LIFETIME_MS > now.getTime()) + return claimed + await discardStage(tx, organizationId) + const [fresh] = await tx + .update(sync) + .set({ + ...CLEARED_RUN, + runId: generateId(), + phase: 'users', + runStartedAt: now, + retryCount: 0, + lastError: null, + }) + .where(eq(sync.organizationId, organizationId)) + .returning() + return fresh + }) +} + +/** Resumes private pages within the request budget. Only a fully validated generation may publish. */ +export async function runDirectorySync(organizationId: string, trigger: keyof typeof SLICES) { + const token = generateId() + const now = new Date() + const row = await claim(organizationId, trigger, token, now) + if (!row?.runId) return false + const worker = { organizationId, runId: row.runId, token } + try { + await requirePeopleEnabled(organizationId) + if (row.source === 'scim') { + await runScim(worker) + return true + } + let reader: DirectoryReader | undefined + const { durationMs, steps } = SLICES[trigger] + const deadline = now.getTime() + durationMs + for (let i = 0; i < steps && Date.now() < deadline; i++) { + const [current] = await db + .select({ phase: sync.phase, cursor: sync.cursor }) + .from(sync) + .where(ownsLease(worker)) + if (!current) return true + await requirePeopleEnabled(organizationId) + if (current.phase === 'publish') { + await checkpoint(worker, 'publish', (tx) => publish(tx, worker, row.source)) + return true + } + reader ??= await connectReader(row) + const expected = row.source === 'okta' ? `https://${row.sourceTarget}` : row.sourceTarget + if (reader.sourceId !== expected) + throw new OrchestrationError( + 'conflict', + 'Disconnect the current directory before changing tenants.' + ) + const more = + current.phase === 'relationships' + ? await checkpointReports(worker, reader) + : await checkpointUsers(worker, reader, current.cursor) + if (!more) return true + } + await db + .update(sync) + .set({ ...RELEASED, nextSyncAt: new Date() }) + .where(ownsLease(worker)) + } catch (error) { + await handleFailure(worker, error) + } + return true +} + +export async function syncDueDirectories() { + const deadline = Date.now() + 90_000 + let attempted = 0 + const now = new Date() + const connections = await db.execute<{ organizationId: string }>(sql` + WITH candidates AS ( + (SELECT ${sync.organizationId} AS organization_id, ${sync.nextSyncAt} AS due_at FROM ${sync} + WHERE ${and(available(now), lte(sync.nextSyncAt, now))} + ORDER BY ${sync.nextSyncAt}, ${sync.organizationId} LIMIT 50) + UNION ALL + (SELECT ${change.organizationId}, ${change.changedAt} FROM ${change} + JOIN ${sync} ON ${sync.organizationId}=${change.organizationId} AND ${sync.source}='scim' + WHERE ${available(now)} ORDER BY ${change.changedAt}, ${change.organizationId} LIMIT 50) + ) + SELECT organization_id AS "organizationId" FROM candidates + GROUP BY organization_id ORDER BY min(due_at), organization_id LIMIT 50 + `) + for (let i = 0; i < connections.length && Date.now() < deadline; i += 2) { + const slice = connections.slice(i, i + 2) + const results = await Promise.allSettled( + slice.map(({ organizationId }) => runDirectorySync(organizationId, 'cron')) + ) + for (const [index, result] of results.entries()) { + if (result.status === 'rejected') { + logger.error('Could not process a due directory', { + organizationId: slice[index].organizationId, + code: getPostgresErrorCode(result.reason), + }) + } else if (result.value) { + attempted++ + } + } + } + return { attempted } +} diff --git a/apps/sim/lib/people/sync/scim-changes.ts b/apps/sim/lib/people/sync/scim-changes.ts new file mode 100644 index 00000000000..209a98c4f4e --- /dev/null +++ b/apps/sim/lib/people/sync/scim-changes.ts @@ -0,0 +1,17 @@ +import { peopleDirectoryScimChange as change, peopleDirectorySync as sync } from '@sim/db/schema' +import { sql } from 'drizzle-orm' +import type { DbOrTx } from '@/lib/db/types' + +/** An upsert serializes concurrent changes with the short claim that consumes the marker. */ +export async function markScimPeopleChanged(tx: DbOrTx, organizationId: string): Promise { + await tx.execute(sql` + INSERT INTO ${change} (organization_id) + SELECT organization_id FROM ${sync} WHERE organization_id=${organizationId} AND source='scim' + ON CONFLICT (organization_id) DO UPDATE SET changed_at=excluded.changed_at + `) +} + +export const pendingScimChange = sql`(SELECT ${change.changedAt} FROM ${change} + WHERE ${change.organizationId}=${sync.organizationId} AND ${sync.source}='scim')`.mapWith( + change.changedAt +) diff --git a/apps/sim/lib/people/sync/service.ts b/apps/sim/lib/people/sync/service.ts new file mode 100644 index 00000000000..a89edfe9c68 --- /dev/null +++ b/apps/sim/lib/people/sync/service.ts @@ -0,0 +1,167 @@ +import { db } from '@sim/db' +import { + peopleDirectoryScimChange as change, + scimConnection, + peopleDirectorySync as sync, +} from '@sim/db/schema' +import { and, eq } from 'drizzle-orm' +import type { PeopleSyncConfig, PeopleSyncStatus } from '@/lib/api/contracts/people-sync' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { encryptSecret } from '@/lib/core/security/encryption' +import { oktaDirectoryHost } from '@/lib/people/provider-import' +import { lockProfiles } from '@/lib/people/repository' +import { CLEARED_RUN, runDirectorySync } from '@/lib/people/sync/runner' +import { pendingScimChange } from '@/lib/people/sync/scim-changes' +import { discardStage } from '@/lib/people/sync/stage' +import { isScimEntitledForOrganization } from '@/ee/scim/lib/entitlement' + +const statusColumns = { + source: sync.source, + changedAt: pendingScimChange, + sourceTarget: sync.sourceTarget, + clientId: sync.clientId, + lastAttemptAt: sync.lastAttemptAt, + lastSuccessAt: sync.lastSuccessAt, + lastFailedAt: sync.lastFailedAt, + lastError: sync.lastError, + phase: sync.phase, + usersRead: sync.usersRead, + retryCount: sync.retryCount, + nextSyncAt: sync.nextSyncAt, + leaseExpiresAt: sync.leaseExpiresAt, +} + +export async function getDirectorySync(organizationId: string): Promise { + const [row] = await db + .select(statusColumns) + .from(sync) + .where(eq(sync.organizationId, organizationId)) + if (!row) return null + const now = Date.now() + const nextSyncAt = + row.changedAt && row.changedAt < row.nextSyncAt ? row.changedAt : row.nextSyncAt + const running = row.leaseExpiresAt && row.leaseExpiresAt.getTime() > now + return { + source: row.source, + ...(row.source === 'okta' ? { domain: row.sourceTarget } : {}), + ...(row.source === 'entra' + ? { tenantId: row.sourceTarget, clientId: row.clientId ?? undefined } + : {}), + state: running + ? 'syncing' + : row.lastError + ? 'failed' + : row.phase || row.changedAt || row.nextSyncAt.getTime() <= now + ? 'queued' + : 'scheduled', + progress: row.phase ? { phase: row.phase, usersRead: row.usersRead } : null, + retryAt: row.lastError && !running ? nextSyncAt.toISOString() : null, + retryBlocked: !row.changedAt && row.retryCount > 0 && nextSyncAt.getTime() > now, + lastAttemptAt: row.lastAttemptAt?.toISOString() ?? null, + lastSuccessAt: row.lastSuccessAt?.toISOString() ?? null, + lastFailedAt: row.lastFailedAt?.toISOString() ?? null, + lastError: row.lastError, + nextSyncAt: nextSyncAt.toISOString(), + } +} + +async function storedConfig(organizationId: string, config: PeopleSyncConfig) { + if (config.source === 'scim') { + if (!(await isScimEntitledForOrganization(organizationId))) + throw new OrchestrationError( + 'forbidden', + 'Directory provisioning is unavailable for this organization.' + ) + const [connection] = await db + .select({ id: scimConnection.id }) + .from(scimConnection) + .where( + and(eq(scimConnection.organizationId, organizationId), eq(scimConnection.status, 'active')) + ) + if (!connection) + throw new OrchestrationError( + 'validation', + 'Enable SCIM provisioning before connecting People.' + ) + return { sourceTarget: connection.id, clientId: null, encryptedCredential: null } + } + if (config.source === 'entra') { + const { encrypted } = await encryptSecret(config.clientSecret) + return { + sourceTarget: config.tenantId.toLowerCase(), + clientId: config.clientId, + encryptedCredential: encrypted, + } + } + const domain = oktaDirectoryHost(config.domain) + const { encrypted } = await encryptSecret(config.token) + return { sourceTarget: domain, clientId: null, encryptedCredential: encrypted } +} + +/** Rotating a credential fences the previous run without discarding its last successful chart. */ +export async function configureDirectorySync( + organizationId: string, + config: PeopleSyncConfig, + actorUserId: string +) { + const stored = await storedConfig(organizationId, config) + await db.transaction(async (tx) => { + await lockProfiles(tx, organizationId) + const [existing] = await tx + .select({ + source: sync.source, + target: sync.sourceTarget, + retryCount: sync.retryCount, + nextSyncAt: sync.nextSyncAt, + lastError: sync.lastError, + }) + .from(sync) + .where(eq(sync.organizationId, organizationId)) + .for('update') + if ( + existing && + (existing.source !== config.source || existing.target !== stored.sourceTarget) + ) { + throw new OrchestrationError( + 'conflict', + 'Disconnect the current directory before connecting a different source or tenant.' + ) + } + await discardStage(tx, organizationId) + const coolingDown = + existing && existing.retryCount > 0 && existing.nextSyncAt.getTime() > Date.now() + const values = { + ...CLEARED_RUN, + ...stored, + configuredBy: actorUserId, + leaseToken: null, + leaseExpiresAt: null, + nextSyncAt: coolingDown ? existing.nextSyncAt : new Date(), + retryCount: coolingDown ? existing.retryCount : 0, + lastError: coolingDown ? existing.lastError : null, + } + await tx + .insert(sync) + .values({ organizationId, source: config.source, ...values }) + .onConflictDoUpdate({ + target: sync.organizationId, + set: values, + }) + }) + return requestDirectorySync(organizationId) +} + +export async function disconnectDirectorySync(organizationId: string) { + await db.transaction(async (tx) => { + await lockProfiles(tx, organizationId) + await tx.delete(sync).where(eq(sync.organizationId, organizationId)) + await tx.delete(change).where(eq(change.organizationId, organizationId)) + }) +} + +export async function requestDirectorySync(organizationId: string): Promise { + await runDirectorySync(organizationId, 'manual') + const status = await getDirectorySync(organizationId) + if (!status) throw new OrchestrationError('not_found', 'No directory is connected.') + return status +} diff --git a/apps/sim/lib/people/sync/snapshot.integration.ts b/apps/sim/lib/people/sync/snapshot.integration.ts new file mode 100644 index 00000000000..455f86c30c2 --- /dev/null +++ b/apps/sim/lib/people/sync/snapshot.integration.ts @@ -0,0 +1,475 @@ +import { db } from '@sim/db' +import { + member, + organization, + peopleDirectoryEntry, + scimConnection, + scimUser, + user, +} from '@sim/db/schema' +import { createDeferred } from '@sim/testing/helpers/deferred' +import { jsonResponse } from '@sim/testing/helpers/http' +import { + inputValidationMock, + inputValidationMockFns, +} from '@sim/testing/mocks/input-validation.mock' +import { generateId } from '@sim/utils/id' +import { eq, inArray, sql } from 'drizzle-orm' +import { afterAll, afterEach, beforeAll, expect, it, vi } from 'vitest' +import { getChartBranch, getPerson } from '@/lib/people/repository' +import { DirectoryRetryError } from '@/lib/people/sync/provider-request' +import { runDirectorySync } from '@/lib/people/sync/runner' +import { markScimPeopleChanged } from '@/lib/people/sync/scim-changes' +import { + configureDirectorySync, + disconnectDirectorySync, + getDirectorySync, + requestDirectorySync, +} from '@/lib/people/sync/service' +import { openDirectoryReader } from '@/lib/people/sync/snapshot' + +vi.mock('@/lib/core/security/input-validation.server', () => inputValidationMock) + +vi.hoisted(() => { + vi.stubEnv('PEOPLE', 'true') + vi.stubEnv('SCIM_ENABLED', 'true') +}) + +const fetchPage = inputValidationMockFns.mockSecureFetchWithValidation +const tenantId = generateId() +const clientId = generateId() +const organizationId = generateId() +const config = { + source: 'entra', + tenantId, + clientId, + clientSecret: 'test-only-client-secret', +} as const + +const actorId = generateId() +const fixtureUsers = [actorId] +beforeAll(async () => { + await db.insert(organization).values({ + id: organizationId, + name: 'Directory sync', + slug: organizationId, + createdAt: new Date(), + }) + await db.insert(user).values({ + id: actorId, + name: 'Owner', + email: `${actorId}@example.test`, + emailVerified: true, + createdAt: new Date(), + updatedAt: new Date(), + }) + await db + .insert(member) + .values({ id: generateId(), organizationId, userId: actorId, role: 'owner' }) +}) +afterEach(async () => { + fetchPage.mockReset() + await disconnectDirectorySync(organizationId) +}) +afterAll(async () => { + await db.delete(organization).where(eq(organization.id, organizationId)) + await db.delete(user).where(inArray(user.id, fixtureUsers)) + vi.unstubAllEnvs() +}) + +const publishedDirectory = () => + db + .select() + .from(peopleDirectoryEntry) + .where(eq(peopleDirectoryEntry.organizationId, organizationId)) + .orderBy(peopleDirectoryEntry.id) + +it('builds app-only reporting lines from all direct-report pages, including reversed batch responses', async () => { + const manager = generateId() + const worker = generateId() + const later = generateId() + let calledToken = false + fetchPage.mockImplementation(async (url, options) => { + if (url === `https://login.microsoftonline.com/${tenantId}/oauth2/v2.0/token`) { + const form = new URLSearchParams(String(options?.body)) + expect(form.get('scope')).toBe('https://graph.microsoft.com/.default') + expect(form.get('grant_type')).toBe('client_credentials') + expect(form.get('client_secret')).toBe(config.clientSecret) + expect(form.get('client_id')).toBe(clientId) + calledToken = true + return jsonResponse({ access_token: 'app-access-token', token_type: 'Bearer' }) + } + expect(calledToken).toBe(true) + expect(options?.headers?.Authorization).toBe('Bearer app-access-token') + const target = new URL(url) + expect(target.origin).toBe('https://graph.microsoft.com') + if (target.pathname.endsWith('/users')) { + expect(target.searchParams.has('$expand')).toBe(false) + return jsonResponse({ + value: [ + { id: manager, displayName: 'Director', accountEnabled: true, mail: 'boss@example.test' }, + { + id: worker, + displayName: 'First report', + accountEnabled: true, + userPrincipalName: 'worker@example.test', + }, + { + id: later, + displayName: 'Later report', + accountEnabled: true, + mail: 'later@example.test', + }, + { id: generateId(), displayName: 'Inactive', accountEnabled: false }, + ], + }) + } + const batch = JSON.parse(String(options?.body)) as { requests: { url: string; id: string }[] } + const responses = batch.requests.map((request) => { + const endpoint = new URL(`https://graph.microsoft.com/v1.0${request.url}`) + expect(endpoint.pathname).toMatch(/\/directReports$/) + if (endpoint.pathname.includes(manager) && endpoint.searchParams.has('$skiptoken')) { + return { id: request.id, status: 200, body: { value: [{ id: later }] } } + } + if (endpoint.pathname.includes(manager)) + return { + id: request.id, + status: 200, + body: { + value: [{ id: worker }], + '@odata.nextLink': `https://graph.microsoft.com/v1.0/users/${manager}/directReports?$skiptoken=next`, + }, + } + return { id: request.id, status: 200, body: { value: [] } } + }) + return jsonResponse({ responses: responses.reverse() }) + }) + const result = await configureDirectorySync(organizationId, config, actorId) + expect(result.state).toBe('scheduled') + const people = await publishedDirectory() + expect(people).toHaveLength(3) + const lead = people.find((person) => person.externalId === manager) + if (!lead) throw new Error('Missing directory-only manager') + const branch = await db.transaction((tx) => + getChartBranch(tx, organizationId, { memberId: lead.id }, 1, 4) + ) + expect(branch?.person).toMatchObject({ name: 'Director', userId: null }) + expect(branch?.reports.map((report) => report.name)).toEqual(['First report', 'Later report']) + const person = people.find((person) => person.externalId === worker) + if (!person) throw new Error('Missing directory-only report') + expect(await getPerson(db, organizationId, person.id)).toMatchObject({ + name: 'First report', + email: 'worker@example.test', + userId: null, + manager: { memberId: lead.id }, + }) + + fetchPage + .mockReset() + .mockResolvedValueOnce(jsonResponse({ error_description: config.clientSecret }, 401)) + const failed = await requestDirectorySync(organizationId) + expect(failed).toMatchObject({ state: 'failed', lastSuccessAt: result.lastSuccessAt }) + expect(failed.lastError).not.toContain(config.clientSecret) + expect(await publishedDirectory()).toEqual(people) +}) + +it.each([ + ['partial', /HTTP 206/], + ['missing', /incomplete/i], + ['foreign continuation', /pagination/i], +] as const)( + 'rejects a %s directReports page before it can be checkpointed', + async (failure, expectedError) => { + const manager = generateId() + fetchPage + .mockResolvedValueOnce( + jsonResponse({ access_token: 'app-access-token', token_type: 'Bearer' }) + ) + .mockImplementationOnce(async (_url, options) => { + const [request] = (JSON.parse(String(options?.body)) as { requests: { id: string }[] }) + .requests + return jsonResponse({ + responses: + failure === 'missing' + ? [] + : [ + { + id: request.id, + status: failure === 'partial' ? 206 : 200, + body: + failure !== 'foreign continuation' + ? { value: [] } + : { + value: [], + '@odata.nextLink': + 'https://other.example/v1.0/users/boss/directReports', + }, + }, + ], + }) + }) + const reader = await openDirectoryReader(config) + if (!reader.reports) throw new Error('Missing Graph reporting-source reader') + await expect(reader.reports([{ managerId: manager, cursor: null }])).rejects.toThrow( + expectedError + ) + expect(fetchPage).toHaveBeenCalledTimes(2) + } +) + +it('lets successful Graph siblings checkpoint while a throttled manager retries its own cursor', async () => { + const lead = 'DirectoryManagerCase' + const second = generateId() + const worker = generateId() + const next = `https://graph.microsoft.com/v1.0/Users/${lead}/directreports?$skiptoken=next` + fetchPage + .mockResolvedValueOnce(jsonResponse({ access_token: 'access', token_type: 'Bearer' })) + .mockResolvedValueOnce( + jsonResponse({ + responses: [ + { id: '2', status: 429, headers: { 'ReTrY-AfTeR': '7200' }, body: {} }, + { id: '1', status: 200, body: { value: [{ id: worker }], '@odata.nextLink': next } }, + ], + }) + ) + const reader = await openDirectoryReader(config) + if (!reader.reports) throw new Error('Missing Graph reporting-source reader') + const items = [ + { managerId: lead, cursor: null }, + { managerId: second, cursor: null }, + ] + expect(await reader.reports(items)).toEqual([ + { managerId: lead, reportIds: [worker], next }, + { managerId: second, retryAfterMs: 7_200_000 }, + ]) + await expect(reader.reports([{ managerId: second, cursor: next }])).rejects.toThrow(/pagination/) + await expect(reader.reports([{ managerId: lead.toLowerCase(), cursor: next }])).rejects.toThrow( + /pagination/ + ) + expect(fetchPage).toHaveBeenCalledTimes(2) +}) + +it('resumes an Okta users checkpoint in a new reader and rejects a foreign stored cursor without egress', async () => { + const okta = { source: 'okta', domain: 'fixture.okta.com', token: 'test-token' } as const + const next = 'https://fixture.okta.com/api/v1/users?after=cursor' + fetchPage.mockResolvedValueOnce( + jsonResponse([{ id: 'first', status: 'ACTIVE', profile: { email: 'first@example.test' } }], { + headers: { Link: `<${next}>; rel="next"` }, + }) + ) + const reader = await openDirectoryReader(okta) + const first = await reader.users(null) + expect(first.next).toBe(next) + fetchPage.mockImplementationOnce(async (url) => { + expect(url).toBe(next) + return jsonResponse([{ id: 'last', status: 'ACTIVE', profile: { email: 'last@example.test' } }]) + }) + const resumed = await openDirectoryReader(okta) + expect(await resumed.users(first.next)).toMatchObject({ + people: [{ externalId: 'last' }], + next: null, + }) + await expect(resumed.users('https://other.okta.com/api/v1/users?after=x')).rejects.toThrow( + /pagination/ + ) + expect(fetchPage).toHaveBeenCalledTimes(2) +}) + +it('preserves provider retry windows for token exchange and Okta user polls, including reset epochs', async () => { + fetchPage.mockResolvedValueOnce( + jsonResponse({}, { status: 503, headers: { 'Retry-After': '3600' } }) + ) + await expect(openDirectoryReader(config)).rejects.toMatchObject({ + name: 'DirectoryRetryError', + retryAfterMs: 3_600_000, + }) + const resetsAt = Math.ceil(Date.now() / 1000) + 90 + fetchPage.mockResolvedValueOnce( + jsonResponse({}, { status: 429, headers: { 'X-Rate-Limit-Reset': String(resetsAt) } }) + ) + const reader = await openDirectoryReader({ + source: 'okta', + domain: 'fixture.okta.com', + token: 'test-token', + }) + const started = Date.now() + const failure = await reader.users(null).catch((error: unknown) => error) + if (!(failure instanceof DirectoryRetryError)) throw new Error('Missing Okta reset delay') + expect(failure.retryAfterMs).toBeGreaterThanOrEqual(resetsAt * 1000 - Date.now()) + expect(failure.retryAfterMs).toBeLessThanOrEqual(resetsAt * 1000 - started) + fetchPage.mockRejectedValueOnce( + Object.assign(new Error('transient upstream'), { code: 'ECONNRESET' }) + ) + await expect(reader.users(null)).rejects.toBeInstanceOf(DirectoryRetryError) +}) + +it('keeps Okta identity through an email change and removes accounts when the complete active directory empties', async () => { + const okta = { source: 'okta', domain: 'fixture.okta.com', token: 'test-api-token' } as const + const externalId = '00u-test-only' + const profile = (email: string, firstName: string) => + jsonResponse([ + { + id: externalId, + status: 'ACTIVE', + profile: { login: email, firstName, lastName: 'Chen', title: 'Team lead' }, + }, + ]) + fetchPage.mockResolvedValueOnce(profile('first@example.test', 'Maya')) + expect((await configureDirectorySync(organizationId, okta, actorId)).state).toBe('scheduled') + const [first] = await publishedDirectory() + expect(await getPerson(db, organizationId, first.id)).toMatchObject({ + name: 'Maya Chen', + userId: null, + title: 'Team lead', + }) + fetchPage.mockResolvedValueOnce(profile('new@example.test', 'Maria')) + await requestDirectorySync(organizationId) + expect(await getPerson(db, organizationId, first.id)).toMatchObject({ + name: 'Maria Chen', + email: 'new@example.test', + }) + fetchPage.mockResolvedValueOnce(profile('', 'Missing email')) + expect((await requestDirectorySync(organizationId)).state).toBe('failed') + expect(await getPerson(db, organizationId, first.id)).toMatchObject({ name: 'Maria Chen' }) + fetchPage.mockResolvedValueOnce(jsonResponse([])) + expect((await requestDirectorySync(organizationId)).state).toBe('scheduled') + expect(await publishedDirectory()).toEqual([]) +}) + +it('ignores a completed provider read after its source has been disconnected', async () => { + const fetching = createDeferred() + const response = createDeferred>() + fetchPage.mockImplementationOnce(() => { + fetching.resolve() + return response.promise + }) + const run = configureDirectorySync( + organizationId, + { source: 'okta', domain: 'fixture.okta.com', token: 'test-api-token' }, + actorId + ) + await fetching.promise + await disconnectDirectorySync(organizationId) + response.resolve( + jsonResponse([{ id: 'late-user', status: 'ACTIVE', profile: { email: 'late@example.test' } }]) + ) + await expect(run).rejects.toMatchObject({ code: 'not_found' }) + expect(await publishedDirectory()).toEqual([]) +}) + +it('projects SCIM resource IDs and preferred names even when the linked account has no local membership', async () => { + const connectionId = generateId() + const users = ['manager', 'worker', 'deprovisioned', 'suspended'].map((label) => ({ + label, + id: generateId(), + userId: generateId(), + email: `${label}-${connectionId}@example.test`, + })) + const [manager, worker] = users + fixtureUsers.push(...users.map((person) => person.userId)) + await db.insert(scimConnection).values({ id: connectionId, organizationId }) + await db.insert(user).values( + users.map((person) => ({ + id: person.userId, + email: person.email, + name: 'Sim account name', + emailVerified: true, + suspendedAt: person.label === 'suspended' ? new Date() : null, + createdAt: new Date(), + updatedAt: new Date(), + })) + ) + await db.insert(scimUser).values( + users.map((person) => ({ + id: person.id, + connectionId, + userId: person.userId, + externalId: `upstream-${person.id}`, + userName: person.email, + active: person.label !== 'deprovisioned', + orderKey: person.id, + attributes: { + userName: person.email, + active: person.label !== 'deprovisioned', + emails: [{ value: person.email, primary: true }], + name: { formatted: person.label === 'worker' ? 'SCIM formatted report' : 'Older name' }, + displayName: person.label === 'manager' ? 'Director' : 'Legacy synthesized name', + ...(person.label === 'manager' ? { displayNameSource: 'provider' as const } : {}), + ...(person.label === 'manager' + ? { extra: { addresses: [{ type: 'home', formatted: 'Private address' }] } } + : {}), + ...(person.label === 'worker' + ? { + enterprise: { manager: { value: manager.id }, department: 'Platform' }, + extra: { + Title: 'Engineer', + addresses: [{ type: 'work', locality: 'Berlin', country: 'Germany' }], + }, + } + : {}), + }, + })) + ) + const result = await configureDirectorySync(organizationId, { source: 'scim' }, actorId) + expect(result.state).toBe('scheduled') + const entries = await publishedDirectory() + expect(entries).toHaveLength(2) + const lead = entries.find((person) => person.externalId === manager.id) + const report = entries.find((person) => person.externalId === worker.id) + if (!report || !lead) throw new Error('Missing active directory entries') + expect(lead.location).toBeNull() + expect(report).toMatchObject({ + managerExternalId: manager.id, + name: 'SCIM formatted report', + title: 'Engineer', + department: 'Platform', + location: 'Berlin, Germany', + }) + expect(await getPerson(db, organizationId, report.id)).toMatchObject({ + userId: null, + manager: { name: 'Director', memberId: lead.id }, + }) + + const suspended = users.find((person) => person.label === 'suspended') + if (!suspended) throw new Error('Missing offboarded account') + await db + .update(user) + .set({ suspendedAt: null, email: worker.email.toUpperCase() }) + .where(eq(user.id, suspended.userId)) + const ambiguous = await requestDirectorySync(organizationId) + expect(ambiguous).toMatchObject({ state: 'failed', lastSuccessAt: result.lastSuccessAt }) + expect(ambiguous.lastError).toMatch(/unique/i) + expect(await getPerson(db, organizationId, report.id)).toMatchObject({ + name: 'SCIM formatted report', + manager: { memberId: lead.id }, + }) + + const locked = createDeferred() + const release = createDeferred() + const publisher = db.transaction(async (tx) => { + await tx.execute( + sql`SELECT 1 FROM people_directory_sync WHERE organization_id=${organizationId} FOR UPDATE` + ) + await tx.execute(sql`SELECT 1 FROM people_directory_entry WHERE id=${report.id} FOR UPDATE`) + locked.resolve() + await release.promise + }) + try { + await locked.promise + await db.transaction(async (tx) => { + await tx.execute(sql`SET LOCAL lock_timeout='500ms'`) + await tx.delete(scimUser).where(eq(scimUser.id, worker.id)) + await markScimPeopleChanged(tx, organizationId) + }) + expect(await getPerson(db, organizationId, report.id)).toBeNull() + } finally { + release.resolve() + await publisher + } + const due = await getDirectorySync(organizationId) + expect(due).toMatchObject({ state: 'failed', lastError: ambiguous.lastError }) + expect(new Date(due?.nextSyncAt ?? '').getTime()).toBeLessThanOrEqual(Date.now()) + expect(await runDirectorySync(organizationId, 'cron')).toBe(true) + expect(await getDirectorySync(organizationId)).toMatchObject({ state: 'scheduled' }) + expect((await publishedDirectory()).some((entry) => entry.id === report.id)).toBe(false) +}) diff --git a/apps/sim/lib/people/sync/snapshot.ts b/apps/sim/lib/people/sync/snapshot.ts new file mode 100644 index 00000000000..1e4cdfc0d15 --- /dev/null +++ b/apps/sim/lib/people/sync/snapshot.ts @@ -0,0 +1,19 @@ +import { type PeopleSyncConfig, peopleSyncConfigSchema } from '@/lib/api/contracts/people-sync' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { externalDirectoryUsers } from '@/lib/people/provider-import' +import { openEntraReader } from '@/lib/people/sync/entra' +import type { DirectoryReader } from '@/lib/people/sync/types' + +export async function openDirectoryReader( + config: Exclude +): Promise { + const parsed = peopleSyncConfigSchema.safeParse(config) + if (!parsed.success || parsed.data.source === 'scim') + throw new OrchestrationError( + 'validation', + 'The saved directory settings are invalid. Reconnect the directory.' + ) + return parsed.data.source === 'entra' + ? openEntraReader(parsed.data) + : externalDirectoryUsers(parsed.data) +} diff --git a/apps/sim/lib/people/sync/stage.integration.ts b/apps/sim/lib/people/sync/stage.integration.ts new file mode 100644 index 00000000000..3547ff7e16f --- /dev/null +++ b/apps/sim/lib/people/sync/stage.integration.ts @@ -0,0 +1,155 @@ +import { db } from '@sim/db' +import { organization, peopleDirectoryEntry, peopleDirectorySync } from '@sim/db/schema' +import { generateId } from '@sim/utils/id' +import { eq, sql } from 'drizzle-orm' +import { afterEach, beforeEach, expect, it } from 'vitest' +import type { DbTransaction } from '@/lib/db/types' +import { publishStagedSnapshot } from '@/lib/people/sync/projection' +import { + pendingManagers, + type StageRun, + stageRelationships, + stageUsers, +} from '@/lib/people/sync/stage' +import type { DirectoryPerson } from '@/lib/people/sync/types' + +let run: StageRun +const person = (id: string, managerExternalId: string | null = null): DirectoryPerson => ({ + externalId: id, + email: `${id}@example.test`, + name: id, + managerExternalId, + title: null, + location: null, + department: null, +}) +const published = () => + db + .select() + .from(peopleDirectoryEntry) + .where(eq(peopleDirectoryEntry.organizationId, run.organizationId)) +beforeEach(async () => { + run = { organizationId: generateId(), runId: generateId() } + await db.transaction(async (tx) => { + await tx.insert(organization).values({ + id: run.organizationId, + slug: run.organizationId, + name: 'Staged sync test', + createdAt: new Date(), + }) + await tx.insert(peopleDirectorySync).values({ + ...run, + source: 'okta', + sourceTarget: 'example.okta.com', + phase: 'publish', + }) + }) +}) +afterEach(async () => { + await db.delete(organization).where(eq(organization.id, run.organizationId)) +}) +const writeUsers = (cursor: string | null, people: DirectoryPerson[]) => + db.transaction((tx) => stageUsers(tx, run, cursor, people)) +function publish(tx: DbTransaction) { + return publishStagedSnapshot(tx, run, 'okta') +} + +it('atomically publishes a complete generation, preserving existing IDs and removing departed people', async () => { + await writeUsers(null, [person('lead'), person('departed')]) + await db.transaction(publish) + const first = await published() + const lead = first.find((row) => row.externalId === 'lead') + expect(lead?.id).toBeTruthy() + run = { ...run, runId: generateId() } + await db + .update(peopleDirectorySync) + .set({ runId: run.runId }) + .where(eq(peopleDirectorySync.organizationId, run.organizationId)) + await writeUsers(null, [person('report', 'lead')]) + expect((await published()).map((p) => p.id).sort()).toEqual(first.map((p) => p.id).sort()) + await writeUsers('later', [{ ...person('lead', 'missing'), name: 'Renamed' }]) + await db.transaction(publish) + expect( + (await published()) + .map((p) => ({ id: p.externalId, manager: p.managerExternalId, name: p.name })) + .sort((a, b) => a.id.localeCompare(b.id)) + ).toEqual([ + { id: 'lead', manager: null, name: 'Renamed' }, + { id: 'report', manager: 'lead', name: 'report' }, + ]) + expect((await published()).find((p) => p.externalId === 'lead')?.id).toBe(lead?.id) +}) +it('rejects repeated cursors, IDs, and emails across pages without publishing a partial directory', async () => { + await writeUsers(null, [person('stable')]) + await db.transaction(publish) + await writeUsers('page-2', [person('next')]) + await expect(writeUsers('page-2', [person('intruder')])).rejects.toThrow(/page|cursor/i) + await expect( + writeUsers('page-3', [{ ...person('stable'), email: 'other@example.test' }]) + ).rejects.toThrow(/unique|repeated|duplicate/i) + await expect( + writeUsers('page-3', [{ ...person('case-variant'), email: ' STABLE@EXAMPLE.TEST ' }]) + ).rejects.toThrow(/unique|repeated|duplicate/i) + expect((await published()).map((p) => p.externalId)).toEqual(['stable']) +}) +it('refuses cyclic components, including cycles outside otherwise publishable trees', async () => { + await writeUsers(null, [person('root')]) + await db.transaction(publish) + await writeUsers('next', [person('one', 'two'), person('two', 'one')]) + await expect(db.transaction(publish)).rejects.toThrow(/loop|cycle/i) + expect((await published()).map((p) => p.externalId)).toEqual(['root']) +}) +it('resumes relationship pages from stored continuations and refuses incomplete or contradictory Graph data', async () => { + await db + .update(peopleDirectorySync) + .set({ source: 'entra' }) + .where(eq(peopleDirectorySync.organizationId, run.organizationId)) + await writeUsers(null, [person('lead'), person('worker'), person('other')]) + await expect(db.transaction((tx) => publishStagedSnapshot(tx, run, 'entra'))).rejects.toThrow( + /relationship|report/i + ) + const record = ( + managerId: string, + cursor: string | null, + reportIds: string[], + nextCursor: string | null + ) => + db.transaction((tx) => + stageRelationships(tx, run, [{ managerId, cursor, reportIds, nextCursor }]) + ) + await record('lead', null, ['offboarded'], 'continuation') + expect(await pendingManagers(db, run)).toContainEqual({ + managerId: 'lead', + cursor: 'continuation', + }) + await record('lead', 'continuation', ['worker'], null) + await expect(record('other', null, ['worker'], null)).rejects.toThrow(/manager/i) + await record('other', null, [], null) + await record('worker', null, [], null) + expect(await pendingManagers(db, run)).toEqual([]) + await db.transaction((tx) => publishStagedSnapshot(tx, run, 'entra')) + expect((await published()).find((r) => r.externalId === 'worker')?.managerExternalId).toBe('lead') +}) +it('refuses to publish a replaced generation', async () => { + await writeUsers(null, [person('live')]) + await db.transaction(publish) + await db + .update(peopleDirectorySync) + .set({ source: 'scim', runId: generateId() }) + .where(eq(peopleDirectorySync.organizationId, run.organizationId)) + await writeUsers('next', [person('stale')]) + await expect(db.transaction((tx) => publishStagedSnapshot(tx, run, 'scim'))).rejects.toThrow( + /generation/i + ) + expect((await published()).map((p) => p.externalId)).toEqual(['live']) +}) +it('publishes a 12,000-person reporting chain', async () => { + await db.execute(sql`INSERT INTO people_directory_stage (organization_id,run_id,external_id,proposed_id,email,name,manager_external_id) + SELECT ${run.organizationId},${run.runId},n::text,${run.runId}||'-'||n,n||'@example.test','User '||n,CASE WHEN n>1 THEN (n-1)::text END + FROM generate_series(1,12000) n`) + await db.transaction(publish) + const [count] = await db.execute<{ n: number }>( + sql`SELECT count(*)::int AS n FROM people_directory_entry WHERE organization_id=${run.organizationId}` + ) + expect(count.n).toBe(12_000) +}) diff --git a/apps/sim/lib/people/sync/stage.ts b/apps/sim/lib/people/sync/stage.ts new file mode 100644 index 00000000000..545f4fd2c4a --- /dev/null +++ b/apps/sim/lib/people/sync/stage.ts @@ -0,0 +1,165 @@ +import { peopleDirectoryPage, peopleDirectoryStage as stage } from '@sim/db/schema' +import { sha256Hex } from '@sim/security/hash' +import { getPostgresErrorCode } from '@sim/utils/errors' +import { generateId } from '@sim/utils/id' +import { normalizeEmail } from '@sim/utils/string' +import { and, eq, sql } from 'drizzle-orm' +import { z } from 'zod' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import type { DbOrTx, DbTransaction } from '@/lib/db/types' +import { GRAPH_BATCH_SIZE, MAX_REPORTS_PER_PAGE } from '@/lib/people/sync/limits' +import type { DirectoryPerson } from '@/lib/people/sync/types' + +export interface StageRun { + organizationId: string + runId: string +} + +interface RelationshipPage { + managerId: string + cursor: string | null + reportIds: readonly string[] + nextCursor: string | null +} + +const MAX_USERS_PER_PAGE = 1000 +const emailSchema = z.email().max(320) + +function runPredicate(run: StageRun) { + return and(eq(stage.organizationId, run.organizationId), eq(stage.runId, run.runId)) +} + +async function rememberPages(tx: DbTransaction, run: StageRun, hashes: string[]) { + const inserted = await tx + .insert(peopleDirectoryPage) + .values( + hashes.map((pageHash) => ({ organizationId: run.organizationId, runId: run.runId, pageHash })) + ) + .onConflictDoNothing() + .returning({ pageHash: peopleDirectoryPage.pageHash }) + if (inserted.length !== hashes.length) + throw new OrchestrationError( + 'validation', + 'The directory repeated a pagination cursor. Restart the sync.' + ) +} + +/** Inserts one fetched page in the same fenced transaction that advances its checkpoint. */ +export async function stageUsers( + tx: DbTransaction, + run: StageRun, + cursor: string | null, + people: readonly DirectoryPerson[] +) { + if (people.length > MAX_USERS_PER_PAGE) + throw new OrchestrationError( + 'validation', + 'The directory returned too many people in a single page.' + ) + const rows = people.map((person) => { + const email = normalizeEmail(person.email) + if (!emailSchema.safeParse(email).success) + throw new OrchestrationError( + 'validation', + 'Each directory user needs a valid email address. Correct the source and sync again.' + ) + if (!person.externalId.trim() || person.externalId.length > 512) + throw new OrchestrationError( + 'validation', + 'The directory returned an invalid user ID. Correct the source and sync again.' + ) + return { + ...person, + organizationId: run.organizationId, + runId: run.runId, + proposedId: generateId(), + email, + name: person.name.trim() || email, + } + }) + await rememberPages(tx, run, [sha256Hex(JSON.stringify(['users', cursor]))]) + if (!rows.length) return + try { + await tx.insert(stage).values(rows) + } catch (error) { + if (getPostgresErrorCode(error) === '23505') + throw new OrchestrationError( + 'validation', + 'The directory returned a repeated user ID or email address. Each directory account must have a unique ID and email.' + ) + throw error + } +} + +/** At most one Graph batch, ordered across retries, including each manager's unfinished page. */ +export async function pendingManagers(executor: DbOrTx, run: StageRun) { + return executor + .select({ managerId: stage.externalId, cursor: stage.reportsCursor }) + .from(stage) + .where(and(runPredicate(run), sql`NOT ${stage.reportsComplete}`)) + .orderBy(stage.externalId) + .limit(GRAPH_BATCH_SIZE) +} + +/** Commits only completed subrequests, rejecting a cursor replay or a second parent for an active person. */ +export async function stageRelationships( + tx: DbTransaction, + run: StageRun, + pages: readonly RelationshipPage[] +) { + if (!pages.length) return + if ( + pages.length > GRAPH_BATCH_SIZE || + pages.some((page) => page.reportIds.length > MAX_REPORTS_PER_PAGE) + ) { + throw new OrchestrationError( + 'validation', + 'The directory returned too many reporting relationships in a single batch.' + ) + } + await rememberPages( + tx, + run, + pages.map((page) => sha256Hex(JSON.stringify(['relationships', page.managerId, page.cursor]))) + ) + const checkpoints = await tx.execute<{ id: string }>(sql` + UPDATE ${stage} s SET reports_cursor = p."nextCursor", reports_complete = (p."nextCursor" IS NULL) + FROM jsonb_to_recordset(${JSON.stringify(pages.map(({ managerId, cursor, nextCursor }) => ({ managerId, cursor, nextCursor })))}::text::jsonb) + AS p("managerId" text,cursor text,"nextCursor" text) + WHERE s.organization_id = ${run.organizationId} AND s.run_id = ${run.runId} + AND s.external_id = p."managerId" AND NOT s.reports_complete AND s.reports_cursor IS NOT DISTINCT FROM p.cursor + RETURNING s.external_id AS id + `) + if (checkpoints.length !== pages.length) + throw new OrchestrationError( + 'conflict', + 'The directory relationship page no longer matches its checkpoint.' + ) + const [result] = await tx.execute<{ conflict: boolean }>(sql` + WITH claims AS ( + SELECT p."managerId" AS manager, jsonb_array_elements_text(p."reportIds") AS report + FROM jsonb_to_recordset(${JSON.stringify(pages.map(({ managerId, reportIds }) => ({ managerId, reportIds })))}::text::jsonb) + AS p("managerId" text,"reportIds" jsonb) + ), assignments AS ( + SELECT s.external_id, min(c.manager) AS manager, count(*) > 1 OR bool_or(s.manager_external_id IS NOT NULL) AS conflict + FROM claims c JOIN ${stage} s ON s.organization_id = ${run.organizationId} AND s.run_id = ${run.runId} AND s.external_id = c.report + GROUP BY s.external_id + ), written AS ( + UPDATE ${stage} s SET manager_external_id = a.manager FROM assignments a + WHERE s.organization_id = ${run.organizationId} AND s.run_id = ${run.runId} AND s.external_id = a.external_id + AND NOT EXISTS (SELECT 1 FROM assignments WHERE conflict) + ) + SELECT EXISTS (SELECT 1 FROM assignments WHERE conflict) AS conflict + `) + if (result.conflict) + throw new OrchestrationError( + 'validation', + 'The directory returned multiple manager assignments for the same person. Correct the reporting lines and sync again.' + ) +} + +/** Clears private pages and rows on reset, replacement, or completion with the organization's sync row locked. */ +export async function discardStage(tx: DbTransaction, organizationId: string) { + await tx.delete(peopleDirectoryPage).where(eq(peopleDirectoryPage.organizationId, organizationId)) + await tx.delete(stage).where(eq(stage.organizationId, organizationId)) +} diff --git a/apps/sim/lib/people/sync/sweep.integration.ts b/apps/sim/lib/people/sync/sweep.integration.ts new file mode 100644 index 00000000000..5fd944f4e17 --- /dev/null +++ b/apps/sim/lib/people/sync/sweep.integration.ts @@ -0,0 +1,71 @@ +import { db } from '@sim/db' +import { + peopleDirectoryEntry as entry, + organization, + scimConnection, + peopleDirectorySync as sync, +} from '@sim/db/schema' +import { generateId } from '@sim/utils/id' +import { eq, inArray, sql } from 'drizzle-orm' +import { afterAll, expect, it, vi } from 'vitest' +import { syncDueDirectories } from '@/lib/people/sync/runner' + +vi.hoisted(() => { + vi.stubEnv('PEOPLE', 'true') + vi.stubEnv('SCIM_ENABLED', 'true') +}) +afterAll(() => vi.unstubAllEnvs()) + +it('continues the directory sweep when the first organization cannot claim its lease', async () => { + const ids = [generateId(), generateId(), generateId()] + const [blocked] = ids + const constraint = sql.identifier(`reject_claim_${generateId()}`) + try { + await db.transaction(async (tx) => { + for (const [i, id] of ids.entries()) { + const connection = generateId() + await tx + .insert(organization) + .values({ id, name: 'Sweep fixture', slug: id, createdAt: new Date() }) + await tx.insert(scimConnection).values({ id: connection, organizationId: id }) + await tx.insert(sync).values({ + organizationId: id, + source: 'scim', + sourceTarget: connection, + nextSyncAt: new Date(i * 1000), + }) + await tx.insert(entry).values({ + id: generateId(), + organizationId: id, + source: 'scim', + externalId: 'retired', + email: 'retired@example.test', + name: 'Retired', + }) + } + await tx.execute( + sql`ALTER TABLE ${sync} ADD CONSTRAINT ${constraint} + CHECK (organization_id <> ${blocked} OR lease_token IS NULL) NOT VALID`.inlineParams() + ) + }) + + await syncDueDirectories() + const remaining = await db + .select({ id: entry.organizationId }) + .from(entry) + .where(inArray(entry.organizationId, ids)) + expect(remaining).toEqual([{ id: blocked }]) + const [unchanged] = await db + .select({ + token: sync.leaseToken, + run: sync.runId, + success: sync.lastSuccessAt, + }) + .from(sync) + .where(eq(sync.organizationId, blocked)) + expect(unchanged).toEqual({ token: null, run: null, success: null }) + } finally { + await db.execute(sql`ALTER TABLE ${sync} DROP CONSTRAINT IF EXISTS ${constraint}`) + await db.delete(organization).where(inArray(organization.id, ids)) + } +}) diff --git a/apps/sim/lib/people/sync/types.ts b/apps/sim/lib/people/sync/types.ts new file mode 100644 index 00000000000..261d5ef0599 --- /dev/null +++ b/apps/sim/lib/people/sync/types.ts @@ -0,0 +1,26 @@ +/** Source identities and reporting references, independent of Sim accounts and memberships. */ +export interface DirectoryPerson { + externalId: string + managerExternalId: string | null + name: string + email: string + title: string | null + department: string | null + location: string | null +} + +export interface DirectoryReportRequest { + managerId: string + cursor: string | null +} + +export type DirectoryReportResult = + | { managerId: string; reportIds: string[]; next: string | null } + | { managerId: string; retryAfterMs: number } + +/** A stateless page reader. The caller owns the checkpoints for users and individual manager lists. */ +export interface DirectoryReader { + sourceId: string + users: (cursor: string | null) => Promise<{ people: DirectoryPerson[]; next: string | null }> + reports?: (items: readonly DirectoryReportRequest[]) => Promise +} diff --git a/apps/sim/lib/people/validation.ts b/apps/sim/lib/people/validation.ts index 46735d13ae3..58b133957f6 100644 --- a/apps/sim/lib/people/validation.ts +++ b/apps/sim/lib/people/validation.ts @@ -1,6 +1,8 @@ import { z } from 'zod' +export const PEOPLE_SEARCH_MAX_LENGTH = 200 export const PROFILE_TEXT_MAX_LENGTH = 200 +export const DIRECTORY_TEXT_MAX_LENGTH = 2048 /** * A date with one separator throughout, optionally followed by a real time of day and offset, diff --git a/apps/sim/scripts/test-people-e2e.ts b/apps/sim/scripts/test-people-e2e.ts index 73edb777113..b90de740bf1 100644 --- a/apps/sim/scripts/test-people-e2e.ts +++ b/apps/sim/scripts/test-people-e2e.ts @@ -1,5 +1,6 @@ import assert from 'node:assert/strict' -import { writeFile } from 'node:fs/promises' +import { mkdir, writeFile } from 'node:fs/promises' +import { join } from 'node:path' import { assertDisposableTestDatabaseUrl } from '@sim/db/testing/test-infrastructure' import { createLogger } from '@sim/logger' import { getErrorMessage } from '@sim/utils/errors' @@ -12,7 +13,8 @@ import postgres from 'postgres' /** * Exercises the People page's API over real HTTP against a running local app (with * `PEOPLE=true`) and a disposable local PostgreSQL database. SQL seeds organizations and their - * members; every import, edit, and read crosses the real app boundary, and membership changes + * members. Set PEOPLE_E2E_SCREENSHOT_DIR to exercise the signed-in browser and save its views. + * Every import, edit, and read crosses the real app boundary, and membership changes * are made in SQL to prove the database keeps profiles and reporting lines consistent. */ const logger = createLogger('PeopleE2E') @@ -135,7 +137,7 @@ async function seedMember( const userId = generateId() const memberId = generateId() userIds.push(userId) - const email = `${label}-${userId.slice(0, 8)}@people-e2e.test` + const email = `${label.toLowerCase().replaceAll(' ', '-')}-${userId.slice(0, 8)}@people-e2e.test` const token = generateShortId() await sql.begin(async (tx) => { await tx`insert into "user" (id, name, email, normalized_email, email_verified, created_at, updated_at) @@ -155,6 +157,18 @@ async function seedMember( } } +async function seedBrowserWorkspace(viewer: Member) { + const id = generateId() + await sql.begin(async (tx) => { + await tx`insert into project (id, name, owner_id, organization_id) + values (${id}, 'People test project', ${viewer.userId}, ${viewer.orgId})` + await tx`insert into workspace (id, project_id, name, owner_id, billed_account_user_id, organization_id) + values (${id}, ${id}, 'People test workspace', ${viewer.userId}, ${viewer.userId}, ${viewer.orgId})` + await tx`insert into permissions (id, user_id, entity_type, entity_id, permission_type) + values (${generateId()}, ${viewer.userId}, 'workspace', ${id}, 'admin')` + }) +} + async function run() { const orgId = await seedOrganization() const owner = await seedMember(orgId, 'owner', 'Grace') @@ -186,6 +200,56 @@ async function run() { }) }) + await check( + 'sync settings and credentials are restricted to this organization’s admins', + async () => { + const credentials = { source: 'okta', domain: 'untrusted.invalid', token: 'test-only-token' } + for (const [subject, denial] of [ + [ada, 403], + [{ ...outsider, orgId }, 404], + ] as const) { + await api(subject, '/sync', { expected: denial }) + await api(subject, '/sync', { method: 'PUT', body: credentials, expected: denial }) + await api(subject, '/sync/run', { method: 'POST', expected: denial }) + await api(subject, '/sync', { method: 'DELETE', expected: denial }) + } + await api(owner, '/sync', { method: 'PUT', body: credentials, expected: 400 }) + assert.equal((await api(owner, '/sync', {})).sync, null) + } + ) + + await check('chart focus is scoped to the viewer and the routed organization', async () => { + const branch = await api(ada, '/chart', {}) + assert(isRecordLike(branch.person)) + assert.equal(branch.person.memberId, ada.memberId) + await api(ada, `/chart?memberId=${outsider.memberId}`, { expected: 404 }) + await api({ ...outsider, orgId }, '/chart', { expected: 404 }) + await api(ada, '/import', { + method: 'POST', + body: { source: 'directory', apply: false }, + expected: 403, + }) + }) + + await check( + 'direct provider reads require administrator access and refuse external Okta hosts', + async () => { + const body = { + source: 'okta', + domain: 'outside.invalid', + token: 'fixture-token', + apply: false, + } + await api(ada, '/import', { method: 'POST', body, expected: 403 }) + await api(owner, '/import', { method: 'POST', body, expected: 400 }) + await api(ada, '/import', { + method: 'POST', + body: { source: 'entra', token: 'fixture-token', apply: false }, + expected: 403, + }) + } + ) + const csv = [ 'Work Email,Job Title,Dept,City,Country,Hire Date,Manager Email', `${ada.email.toUpperCase()},Engineer,Platform,Berlin,Germany,3/4/2021,${owner.email}`, @@ -237,6 +301,24 @@ async function run() { } ) + await check( + 'a focused branch exposes report counts and the nearest-first manager path', + async () => { + const branch = await api(ada, `/chart?memberId=${owner.memberId}&page=500`, {}) + assert.equal(branch.totalReports, 1) + assert.equal(branch.page, 1) + const [report] = branch.reports as { memberId: string; reportCount: number }[] + assert.equal(report.memberId, ada.memberId) + assert.equal(report.reportCount, 1) + const leaf = await api(linus, '/chart', {}) + assert.deepEqual( + (leaf.chain as { memberId: string }[]).map((r) => r.memberId), + [ada.memberId, owner.memberId] + ) + assert.deepEqual(leaf.reports, []) + } + ) + await check('profiles show the reporting chain above and the reports below', async () => { const linusProfile = await person(ada, linus.memberId) assert.deepEqual( @@ -381,11 +463,423 @@ async function run() { } assert.deepEqual(counts, expected, 'Previews are not audited; each apply and edit is') }) + + const teamOrg = await seedOrganization() + const lead = await seedMember(teamOrg, 'owner', 'Maya Chen') + const teammates: Member[] = [] + const longTitle = 'Staff Engineer for Infrastructure Reliability and Developer Experience' + const roster = [ + ['Amara Cole', longTitle], + ['Ben Ortega', 'Design Lead'], + ['Elena Park', 'Product Manager'], + ['Felix Ward', 'Platform Lead'], + ['Lena Ali', 'Research Lead'], + ['Robin Bell', 'Director of Product'], + ] + for (const [name] of roster) teammates.push(await seedMember(teamOrg, 'member', name)) + const report = await seedMember(teamOrg, 'member', 'June Evans') + await importRows( + lead, + [ + 'email,title,department,manager_email', + `${lead.email},VP Engineering,Engineering,`, + ...teammates.map( + (person, index) => `${person.email},${roster[index][1]},Engineering,${lead.email}` + ), + `${report.email},Engineer,Engineering,${teammates[0].email}`, + ].join('\n'), + true + ) + + await check( + 'provider exports prefer mail and fall back to a blank row’s sign-in address', + async () => { + const preview = await importRows( + lead, + [ + 'mail,userPrincipalName,jobTitle', + `${teammates[0].email},${teammates[1].email},Architect`, + `,${teammates[1].email},Product Designer`, + ].join('\n'), + false + ) + assert.equal(preview.updated, 2) + assert.equal(preview.skipped, 0) + } + ) + + await check('large teams page in name order and shrink after offboarding', async () => { + const read = (page: number) => api(lead, `/chart?page=${page}`, {}) + const second = await read(2) + assert.equal(second.totalReports, 6) + assert.deepEqual( + (second.reports as { memberId: string }[]).map((r) => r.memberId), + teammates.slice(4).map((p) => p.memberId) + ) + await sql`update "user" set suspended_at = now() where id = ${teammates[5].userId}` + const last = await read(99) + assert.equal(last.page, 2) + assert.equal(last.totalReports, 5) + assert.deepEqual( + (last.reports as { memberId: string }[]).map((r) => r.memberId), + [teammates[4].memberId] + ) + }) + + const unlinked = await seedMember(teamOrg, 'member', 'Rae Dunn') + await check( + 'top-level teams exclude individual members and include leaders whose manager is suspended', + async () => { + const roots = async () => + ((await api(lead, '?scope=roots', {})).people as { memberId: string }[]).map( + (p) => p.memberId + ) + assert.deepEqual(await roots(), [lead.memberId]) + await sql`update "user" set suspended_at = now() where id = ${lead.userId}` + const visible = (await api(teammates[0], '?scope=roots', {})).people as { memberId: string }[] + assert.deepEqual( + visible.map((p) => p.memberId), + [teammates[0].memberId] + ) + await sql`update "user" set suspended_at = null where id = ${lead.userId}` + } + ) + + const screenshotDir = process.env.PEOPLE_E2E_SCREENSHOT_DIR + if (screenshotDir) + await check('browse the org chart by keyboard, search, history and touch', async () => { + const { chromium, expect: browserExpect } = await import('@playwright/test') + const expect = browserExpect.configure({ timeout: 60_000 }) + await Promise.all([seedBrowserWorkspace(lead), seedBrowserWorkspace(outsider)]) + const browser = await chromium.launch() + try { + await mkdir(screenshotDir, { recursive: true }) + const page = await browser.newPage({ viewport: { width: 1440, height: 900 } }) + page.setDefaultTimeout(60_000) + await page + .context() + .addCookies([ + { name: 'better-auth.session_token', value: lead.cookie, url: baseUrl.origin }, + ]) + const path = `/o/${teamOrg}/people` + await page.goto(new URL(path, baseUrl).href, { + waitUntil: 'domcontentloaded', + timeout: 180_000, + }) + const focused = (name: string) => + page.getByRole('link', { name: `View profile for ${name}` }) + await expect(focused('Maya Chen')).toBeVisible({ timeout: 120_000 }) + await expect(page.getByRole('button', { name: 'Explore Felix Ward' })).toBeVisible() + const longTitleLabel = page + .getByRole('button', { name: 'Explore Amara Cole' }) + .getByText(longTitle, { exact: true }) + await longTitleLabel.hover() + await expect( + page.locator('[data-native-surface-overlay]').filter({ hasText: longTitle }) + ).toBeVisible() + await page.mouse.move(0, 0) + await page.screenshot({ path: join(screenshotDir, 'desktop.png') }) + const card = focused('Maya Chen') + const cardWidth = await card.evaluate((node) => node.getBoundingClientRect().width) + await page.getByRole('button', { name: 'Zoom in' }).click() + await expect + .poll(() => card.evaluate((node) => node.getBoundingClientRect().width)) + .toBeGreaterThan(cardWidth) + await page.getByRole('button', { name: 'Fit chart' }).click() + const lightCardColor = await card.evaluate((node) => getComputedStyle(node).backgroundColor) + await page.emulateMedia({ colorScheme: 'dark' }) + await expect + .poll(() => card.evaluate((node) => getComputedStyle(node).backgroundColor)) + .not.toBe(lightCardColor) + await page.screenshot({ path: join(screenshotDir, 'desktop-dark.png') }) + await page.emulateMedia({ colorScheme: 'light' }) + await page.getByRole('button', { name: 'Next reports' }).focus() + await page.keyboard.press('Enter') + await page.getByRole('button', { name: 'Explore Lena Ali' }).waitFor() + await expect(page.getByRole('button', { name: 'Previous reports' })).toBeFocused() + await page.keyboard.press('Enter') + const amara = page.getByRole('button', { name: 'Explore Amara Cole' }) + await amara.focus() + await page.keyboard.press('Enter') + await expect(focused('Amara Cole')).toBeVisible() + await expect(page.getByRole('heading', { name: 'Amara Cole', exact: true })).toBeFocused() + await page.getByRole('button', { name: 'Explore June Evans' }).waitFor() + await page.waitForURL((url) => url.searchParams.get('focus') === teammates[0].memberId) + await page.goBack() + await expect(focused('Maya Chen')).toBeVisible() + const searched = new Set() + const pagedSearch = 'Directory colleague' + const requestedPages: (string | null)[] = [] + page.on('request', (request) => { + const url = new URL(request.url()) + const term = url.searchParams.get('search') + if (url.pathname !== `/api/organizations/${teamOrg}/people` || !term) return + searched.add(term) + if (term === pagedSearch) requestedPages.push(url.searchParams.get('cursor')) + }) + const boundedPaste = 'q'.repeat(200) + await page.context().grantPermissions(['clipboard-read', 'clipboard-write']) + await page.evaluate( + (text) => navigator.clipboard.writeText(text), + `${boundedPaste}${'界'.repeat(4096)}` + ) + await page.getByLabel('Find a person').click() + const pickerSearch = page.getByPlaceholder('Search name, title or email…') + await pickerSearch.focus() + await pickerSearch.press('ControlOrMeta+v') + await expect(pickerSearch).toHaveValue(boundedPaste, { timeout: 5_000 }) + await expect.poll(() => searched.has(boundedPaste)).toBe(true) + await sql.begin(async (tx) => { + await tx`insert into people_directory_sync (organization_id, source, source_target, next_sync_at) + values (${teamOrg}, 'okta', 'picker.okta.com', now() + interval '1 day')` + await tx`insert into people_directory_entry (id, organization_id, source, external_id, email, name) + select gen_random_uuid()::text, ${teamOrg}, 'okta', 'picker-' || n, 'picker-' || n || '@example.test', + ${pagedSearch}::text || ' ' || lpad(n::text, 3, '0') from generate_series(1, 101) n` + }) + try { + await pickerSearch.fill(pagedSearch) + await expect(page.getByRole('option', { name: /^Directory colleague 001/ })).toBeVisible() + const more = page.getByRole('button', { name: 'Load more', exact: true }) + await expect(more).toBeVisible({ timeout: 5_000 }) + await Promise.all([ + page.waitForResponse((response) => { + const url = new URL(response.url()) + return ( + url.pathname === `/api/organizations/${teamOrg}/people` && + url.searchParams.get('search') === pagedSearch && + url.searchParams.has('cursor') && + response.ok() + ) + }), + more.click(), + ]) + await more.scrollIntoViewIfNeeded() + await page.getByRole('option', { name: /^Directory colleague 100/ }).click() + await expect( + page.getByText('No reporting lines for Directory colleague 100', { exact: true }) + ).toBeVisible() + assert.equal(requestedPages.length, 2, 'One click loads exactly one additional page') + assert.equal(requestedPages[0], null) + assert(requestedPages[1], 'Page two resumes with a cursor') + await page.goBack() + await expect(focused('Maya Chen')).toBeVisible() + } finally { + await sql`delete from people_directory_sync where organization_id = ${teamOrg} and source_target = 'picker.okta.com'` + } + await page.getByLabel('Find a person').click() + await page.getByPlaceholder('Search name, title or email…').fill(' Engineering ') + await page.getByText(/Ben Ortega · Design Lead/).click() + await focused('Ben Ortega').click() + await page.getByRole('link', { name: 'View in org chart' }).click() + await expect(focused('Ben Ortega')).toBeVisible() + await page.getByLabel('Browse top-level teams').click() + await page.getByText(/Maya Chen · VP Engineering/).click() + await expect(focused('Maya Chen')).toBeVisible() + await page.getByRole('radio', { name: 'Directory' }).click() + const directorySearch = page.getByRole('textbox', { name: 'Search people...', exact: true }) + await directorySearch.focus() + await directorySearch.press('ControlOrMeta+v') + await expect(directorySearch).toHaveValue(boundedPaste) + await page.waitForURL((url) => url.searchParams.get('search') === boundedPaste) + const direct = new URL(path, baseUrl) + const prefix = 'z'.repeat(199) + direct.searchParams.set('search', `${prefix}😀legacy`) + await page.goto(direct.href) + await expect(directorySearch).toHaveValue(prefix) + await expect.poll(() => searched.has(prefix)).toBe(true) + assert( + [...searched].every((term) => term.length <= 200), + 'People sent an oversized search' + ) + await directorySearch.fill('Amara') + const profileLink = page.getByRole('link', { name: 'Amara Cole', exact: true }) + await profileLink.focus() + await page.keyboard.press('Enter') + await page.getByRole('link', { name: 'Open Maya Chen' }).click() + const backToResults = page + .getByRole('link', { name: 'People', exact: true }) + .and(page.locator('a[href*="search=Amara"]')) + await backToResults.click() + await expect(directorySearch).toHaveValue('Amara') + const chartOrigin = new URL(path, baseUrl) + chartOrigin.searchParams.set('view', 'chart') + chartOrigin.searchParams.set('focus', lead.memberId) + chartOrigin.searchParams.set('page', '2') + chartOrigin.searchParams.set('search', 'Amara') + chartOrigin.searchParams.set('department', 'Engineering') + await page.goto(chartOrigin.href) + await focused('Maya Chen').click() + await page + .getByRole('link', { name: 'People', exact: true }) + .and(page.locator('a[href*="department=Engineering"]')) + .click() + await page.waitForURL( + (url) => + url.pathname === path && + [...chartOrigin.searchParams].every( + ([key, value]) => url.searchParams.get(key) === value + ) + ) + await expect(page.getByRole('button', { name: 'Explore Lena Ali' })).toBeVisible() + await page.goto(new URL(`${path}?search=Amara`, baseUrl).href) + await directorySearch.fill('') + await page.waitForURL( + (url) => url.searchParams.get('view') === 'directory' && !url.searchParams.get('search') + ) + await expect(page.getByRole('radio', { name: 'Directory' })).toBeChecked() + await page.getByRole('radio', { name: 'Org chart' }).click() + await page.goto(new URL(`${path}?focus=${unlinked.memberId}`, baseUrl).href) + await page.getByText('No reporting lines for Rae Dunn').waitFor() + await page.getByRole('button', { name: 'Explore a team' }).click() + await expect(focused('Maya Chen')).toBeVisible() + + const empty = await browser.newPage({ viewport: { width: 1280, height: 800 } }) + empty.setDefaultTimeout(60_000) + await empty + .context() + .addCookies([ + { name: 'better-auth.session_token', value: outsider.cookie, url: baseUrl.origin }, + ]) + await empty.goto(new URL(`/o/${outsider.orgId}/people`, baseUrl).href) + await empty.getByText('No reporting lines yet', { exact: true }).waitFor() + await empty.screenshot({ path: join(screenshotDir, 'empty-chart.png') }) + await empty.getByRole('button', { name: 'Import people', exact: true }).click() + const picker = empty.getByRole('dialog', { name: 'Import people data' }) + await picker.getByRole('button', { name: 'Okta', exact: true }).waitFor() + await expect(picker.getByRole('button', { name: 'SCIM provisioning' })).toHaveCount(0) + await empty.screenshot({ path: join(screenshotDir, 'import-sources.png') }) + await picker.getByRole('button', { name: 'Microsoft Entra ID' }).click() + await empty.getByRole('dialog', { name: 'Import from Microsoft Entra ID' }).waitFor() + await empty.close() + const mobile = await browser.newPage({ + isMobile: true, + hasTouch: true, + viewport: { width: 390, height: 844 }, + }) + mobile.setDefaultTimeout(60_000) + await mobile + .context() + .addCookies([ + { name: 'better-auth.session_token', value: lead.cookie, url: baseUrl.origin }, + ]) + await mobile.goto(new URL(path, baseUrl).href, { waitUntil: 'domcontentloaded' }) + await mobile + .getByRole('link', { name: 'View profile for Maya Chen' }) + .waitFor({ timeout: 120_000 }) + for (const width of [390, 320]) { + await mobile.setViewportSize({ width, height: 844 }) + await expect(mobile.getByRole('button', { name: 'Explore Amara Cole' })).toBeVisible() + await expect(mobile.getByRole('button', { name: 'Explore Ben Ortega' })).toHaveCount(0) + await mobile.getByRole('button', { name: 'Next reports' }).tap() + await expect(mobile.getByRole('button', { name: 'Explore Ben Ortega' })).toBeVisible() + await mobile.getByRole('button', { name: 'Fit chart' }).tap() + await mobile.screenshot({ path: join(screenshotDir, `mobile-${width}.png`) }) + assert( + await mobile.evaluate(() => document.documentElement.scrollWidth <= window.innerWidth) + ) + await mobile.getByRole('button', { name: 'Previous reports' }).tap() + } + await mobile.getByRole('button', { name: 'Explore Amara Cole' }).tap() + await mobile.getByRole('button', { name: 'Explore June Evans' }).tap() + const trail = mobile.getByRole('navigation', { name: 'Reporting path' }) + const heading = trail.getByRole('heading', { name: 'June Evans' }) + await heading.scrollIntoViewIfNeeded() + await expect(heading).toBeInViewport() + const manager = trail.getByRole('button', { name: 'Maya Chen' }) + await manager.scrollIntoViewIfNeeded() + await expect(manager).toBeInViewport() + await manager.tap() + await expect(mobile.getByRole('link', { name: 'View profile for Maya Chen' })).toBeVisible() + assert( + await mobile.evaluate(() => document.documentElement.scrollWidth <= window.innerWidth) + ) + } finally { + await browser.close() + } + }) + + if (screenshotDir) + await check( + 'a transient status poll preserves a credential draft until administrator access is revoked', + async () => { + const { chromium, expect } = await import('@playwright/test') + const browser = await chromium.launch() + try { + await sql`insert into people_directory_sync (organization_id, source, source_target, next_sync_at) + values (${teamOrg}, 'okta', 'draft.okta.com', now() + interval '1 hour')` + const page = await browser.newPage() + page.setDefaultTimeout(60_000) + await page + .context() + .addCookies([ + { name: 'better-auth.session_token', value: lead.cookie, url: baseUrl.origin }, + ]) + const statusUrl = new URL(`/api/organizations/${teamOrg}/people/sync`, baseUrl).href + const draft = `unsaved-e2e-${generateId()}` + let transmitted = false + page.on('request', (req) => { + transmitted ||= [req.url(), req.postData() ?? '', ...Object.values(req.headers())].some( + (value) => value.includes(draft) + ) + }) + await page.clock.install() + await page.goto(new URL(`/o/${teamOrg}/people?panel=sync`, baseUrl).href) + await page.getByRole('button', { name: 'Update credentials' }).click() + const token = page + .getByRole('dialog', { name: 'Update Okta credentials' }) + .getByLabel('API token', { exact: true }) + await token.click() + await token.fill(draft) + + let failures = 0 + await page.route(statusUrl, (route) => { + if (route.request().method() === 'GET' && failures < 2) { + failures++ + return route.fulfill({ + status: 503, + json: { error: 'Directory status temporarily unavailable' }, + }) + } + return route.continue() + }) + const response = (code: number) => + page.waitForResponse((event) => event.url() === statusUrl && event.status() === code) + const failed = response(503) + await page.clock.fastForward(30_001) + await failed + await expect.poll(() => failures).toBe(2) + const recovered = response(200) + await page.clock.fastForward(30_001) + await recovered + await expect(token).toHaveValue(draft) + + await sql`update member set role='member' where id=${lead.memberId}` + const denied = response(403) + await page.clock.fastForward(30_001) + await denied + await expect(token).toHaveCount(0) + assert.equal( + transmitted, + false, + 'Polling and revoking access must never transmit the unsaved credential' + ) + } finally { + await browser.close() + await sql`update member set role='owner' where id=${lead.memberId}` + await sql`delete from people_directory_sync where organization_id=${teamOrg}` + } + } + ) } async function cleanup() { if (organizationIds.length) { await sql`delete from audit_log where resource_id in ${sql(organizationIds)}` + if (userIds.length) { + await sql`delete from workspace where owner_id in ${sql(userIds)} or billed_account_user_id in ${sql(userIds)}` + await sql`delete from project where owner_id in ${sql(userIds)}` + } + await sql`delete from project where organization_id in ${sql(organizationIds)}` await sql`delete from organization where id in ${sql(organizationIds)}` } if (userIds.length) await sql`delete from "user" where id in ${sql(userIds)}` diff --git a/apps/sim/scripts/test-scim-e2e.ts b/apps/sim/scripts/test-scim-e2e.ts index 747ce437e00..146887ddb52 100644 --- a/apps/sim/scripts/test-scim-e2e.ts +++ b/apps/sim/scripts/test-scim-e2e.ts @@ -1,6 +1,7 @@ import assert from 'node:assert/strict' import { createHash } from 'node:crypto' -import { writeFile } from 'node:fs/promises' +import { mkdir, writeFile } from 'node:fs/promises' +import { join } from 'node:path' import { createLogger } from '@sim/logger' import { getErrorMessage } from '@sim/utils/errors' import { sleep } from '@sim/utils/helpers' @@ -225,6 +226,7 @@ async function cleanup() { await tx`delete from rate_limit_bucket where key in ( select 'route:scim:connection:' || id from scim_connection where organization_id = ${fixture.orgId} )` + if (userIds.length) await tx`delete from project where owner_id in ${tx(userIds)}` await tx`delete from project where organization_id = ${fixture.orgId}` await tx`delete from organization where id = ${fixture.orgId}` if (userIds.length) await tx`delete from "user" where id in ${tx(userIds)}` @@ -292,6 +294,13 @@ async function run() { try { const denied = await admin(primary, '', { expected: 403 }) assert.match(string(denied.body.error), /active enterprise subscription/) + await request(`/api/organizations/${primary.orgId}/people/import`, { + method: 'POST', + fixture: primary, + contentType: 'application/json', + body: { source: 'directory', apply: false }, + expected: 403, + }) await scim(token, '/Users', { expected: 401 }) } finally { await sql`update subscription set status = 'active' where reference_id = ${primary.orgId}` @@ -366,6 +375,374 @@ async function run() { } ) + await check( + 'People previews then imports mapped profiles and same-directory reporting lines', + async () => { + const enterprise = 'urn:ietf:params:scim:schemas:extension:enterprise:2.0:User' + const people = `/api/organizations/${primary.orgId}/people` + const pull = (apply: boolean, previewDigest?: string, expected = 200) => + request(`${people}/import`, { + method: 'POST', + fixture: primary, + contentType: 'application/json', + body: { source: 'directory', apply, previewDigest }, + expected, + }) + await patch(token, `/Users/${aliceId}`, [ + { op: 'replace', path: 'title', value: 'Engineer' }, + { op: 'replace', path: `${enterprise}:department`, value: 'Engineering' }, + { op: 'replace', path: `${enterprise}:manager.value`, value: bobId }, + ]) + const before = await pull(false) + assert.equal(before.body.updated, 1) + const alice = + await sql`select id from member where organization_id = ${primary.orgId} and user_id = ${aliceUserId}` + const focusPath = `${people}/chart?memberId=${string(alice[0]?.id)}` + assert.deepEqual((await request(focusPath, { fixture: primary })).body.chain, []) + const digest = string(before.body.previewDigest) + await patch(token, `/Users/${aliceId}`, [{ op: 'replace', path: 'title', value: 'Director' }]) + await pull(true, digest, 409) + assert.equal(record((await request(focusPath, { fixture: primary })).body.person).title, null) + await patch(token, `/Users/${aliceId}`, [{ op: 'replace', path: 'title', value: 'Engineer' }]) + const screenshotDir = process.env.PEOPLE_E2E_SCREENSHOT_DIR + if (screenshotDir) { + const { chromium, expect: browserExpect } = await import('@playwright/test') + const expect = browserExpect.configure({ timeout: 60_000 }) + const browser = await chromium.launch() + try { + const page = await browser.newPage({ viewport: { width: 1280, height: 800 } }) + page.setDefaultTimeout(60_000) + await page + .context() + .addCookies([ + { name: 'better-auth.session_token', value: primary.cookie, url: baseUrl.origin }, + ]) + await page.goto(new URL(`/o/${primary.orgId}/people`, baseUrl).href, { + waitUntil: 'domcontentloaded', + timeout: 180_000, + }) + await page.getByRole('button', { name: 'Import people', exact: true }).click() + const picker = page.getByRole('dialog', { name: 'Import people data' }) + await picker.getByRole('button', { name: 'SCIM provisioning' }).click() + await page + .getByRole('dialog', { name: 'Import from SCIM provisioning' }) + .getByRole('button', { name: 'Preview import' }) + .click() + const modal = page.getByRole('dialog', { name: 'Review import' }) + await expect(modal.getByText(/1 profile will be updated/)).toBeVisible() + await mkdir(screenshotDir, { recursive: true }) + await page.screenshot({ path: join(screenshotDir, 'provisioned-import.png') }) + await modal.getByRole('button', { name: 'Import', exact: true }).click() + await expect(modal).toHaveCount(0) + } finally { + await browser.close() + } + } else { + assert.equal((await pull(true, digest)).body.updated, 1) + } + const focus = (await request(focusPath, { fixture: primary })).body + assert.equal(record(focus.person).title, 'Engineer') + assert.equal(record(focus.person).department, 'Engineering') + assert.equal(record(record(focus.person).manager).email, bobEmail) + assert.equal((await pull(true, digest)).body.updated, 0) + const foreign = await scim(otherToken, '/Users', { + method: 'POST', + expected: 201, + body: { schemas: [USER_SCHEMA], userName: `manager@${other.domain}`, active: true }, + }) + await patch(token, `/Users/${aliceId}`, [ + { op: 'replace', path: `${enterprise}:manager.value`, value: string(foreign.body.id) }, + { op: 'remove', path: `${enterprise}:department` }, + ]) + const nextPreview = await pull(false) + const unresolved = await pull(true, string(nextPreview.body.previewDigest)) + assert.equal(unresolved.body.warnings, 1) + const retained = record((await request(focusPath, { fixture: primary })).body.person) + assert.equal(record(retained.manager).email, bobEmail) + assert.equal(retained.department, 'Engineering') + await scim(otherToken, `/Users/${string(foreign.body.id)}`, { + method: 'DELETE', + expected: 204, + }) + } + ) + + await check( + 'SCIM changes refresh the chart through the cron, retain the last good tree on failure, and recover', + async () => { + const syncPath = `/api/organizations/${primary.orgId}/people/sync` + const cronPath = '/api/cron/people-directory-sync' + const connection = (options: RequestOptions = {}) => + request(syncPath, { fixture: primary, contentType: 'application/json', ...options }) + const tick = () => request(cronPath, { token: requiredEnvironment('CRON_SECRET') }) + const chart = async () => { + const result = await request( + `/api/organizations/${primary.orgId}/people/chart?memberId=${aliceMemberId}`, + { fixture: primary } + ) + return record(result.body.person) + } + const enterprise = 'urn:ietf:params:scim:schemas:extension:enterprise:2.0:User' + const [membership] = + await sql`select id from member where user_id = ${aliceUserId} and organization_id = ${primary.orgId}` + const aliceMemberId = string(membership.id) + await request(cronPath, { expected: 401 }) + await request(syncPath, { expected: 401 }) + assert.equal((await connection()).body.sync, null) + await patch(token, `/Users/${aliceId}`, [ + { op: 'replace', path: `${enterprise}:manager.value`, value: bobId }, + ]) + const initial = record( + (await connection({ method: 'PUT', body: { source: 'scim' } })).body.sync + ) + assert.equal(initial.state, 'scheduled') + assert(initial.lastSuccessAt) + assert.equal(record((await chart()).manager).email, bobEmail) + await patch(token, `/Users/${aliceId}`, [ + { op: 'replace', path: 'title', value: 'Principal Engineer' }, + { op: 'remove', path: `${enterprise}:manager` }, + ]) + assert.equal(record((await connection()).body.sync).state, 'queued') + await tick() + assert.equal((await chart()).manager, null) + assert.equal((await chart()).title, 'Principal Engineer') + const success = record((await connection()).body.sync).lastSuccessAt + + await patch(token, `/Users/${aliceId}`, [ + { op: 'replace', path: `${enterprise}:manager.value`, value: bobId }, + ]) + await patch(token, `/Users/${bobId}`, [ + { op: 'replace', path: `${enterprise}:manager.value`, value: aliceId }, + ]) + await tick() + const failed = record((await connection()).body.sync) + assert.equal(failed.state, 'failed') + assert.equal(failed.lastSuccessAt, success) + assert.equal(failed.retryAt, failed.nextSyncAt) + assert.equal(failed.retryBlocked, false) + assert.match(string(failed.lastError), /reporting loop/i) + assert(failed.lastFailedAt) + assert.equal((await chart()).manager, null) + await patch(token, `/Users/${bobId}`, [{ op: 'remove', path: `${enterprise}:manager` }]) + const screenshotDir = process.env.PEOPLE_E2E_SCREENSHOT_DIR + if (screenshotDir) { + const { chromium, expect: browserExpect } = await import('@playwright/test') + const expect = browserExpect.configure({ timeout: 60_000 }) + const browser = await chromium.launch() + try { + const page = await browser.newPage({ viewport: { width: 1280, height: 800 } }) + page.setDefaultTimeout(60_000) + await page + .context() + .addCookies([ + { name: 'better-auth.session_token', value: primary.cookie, url: baseUrl.origin }, + ]) + await page.goto( + new URL(`/o/${primary.orgId}/people?focus=${aliceMemberId}`, baseUrl).href + ) + const statusUrl = new URL(syncPath, baseUrl).href + await page.route(statusUrl, (route) => + route.fulfill({ status: 503, json: { error: 'Unavailable' } }) + ) + await page.getByRole('button', { name: 'Directory sync', exact: true }).click() + const modal = page.getByRole('dialog', { name: 'Directory sync', exact: true }) + await modal.getByRole('button', { name: 'Retry connection' }).waitFor() + await page.unroute(statusUrl) + await expect(modal.getByText('Sync failed', { exact: true })).toBeVisible({ + timeout: 60_000, + }) + await expect(modal.getByText(/reporting loop/)).toBeVisible() + await page.screenshot({ path: join(screenshotDir, 'sync-failure.png') }) + await modal.getByRole('button', { name: 'Retry sync' }).click() + await expect(modal.getByText('Connected', { exact: true })).toBeVisible() + await expect(modal.getByText('Last successful sync')).toBeVisible() + await page.setViewportSize({ width: 390, height: 844 }) + await page.screenshot({ path: join(screenshotDir, 'sync-recovered-mobile.png') }) + const dialogBox = await modal.boundingBox() + assert(dialogBox && dialogBox.x >= 0 && dialogBox.x + dialogBox.width <= 391) + assert.equal(record((await chart()).manager).email, bobEmail) + await expect(page.getByText('Principal Engineer', { exact: true })).toBeAttached() + await patch(token, `/Users/${aliceId}`, [ + { op: 'replace', path: 'title', value: 'Staff Platform Engineer' }, + ]) + await tick() + await expect(page.getByText('Staff Platform Engineer', { exact: true })).toBeAttached({ + timeout: 60_000, + }) + await modal.getByRole('button', { name: 'Disconnect', exact: true }).click() + await page + .getByRole('dialog', { name: 'Disconnect directory' }) + .getByRole('button', { name: 'Disconnect', exact: true }) + .click() + await expect( + modal.getByRole('button', { name: 'Connect SCIM provisioning' }) + ).toBeVisible() + await modal.getByRole('button', { name: 'Connect SCIM provisioning' }).click() + await page + .getByRole('dialog', { name: 'Connect SCIM provisioning' }) + .getByRole('button', { name: 'Connect and sync' }) + .click() + await expect(modal.getByText('Connected', { exact: true })).toBeVisible() + } finally { + await browser.close() + } + } else { + const recovered = record( + (await request(`${syncPath}/run`, { method: 'POST', fixture: primary })).body.sync + ) + assert.equal(recovered.state, 'scheduled') + assert.equal(recovered.lastError, null) + assert.equal(recovered.lastFailedAt, failed.lastFailedAt) + } + assert.equal(record((await chart()).manager).email, bobEmail) + await connection({ method: 'DELETE' }) + assert.equal((await connection()).body.sync, null) + assert.equal((await chart()).title, 'Engineer') + } + ) + + await check( + 'a SCIM directory beyond 10,000 users publishes its full chart over HTTP', + async () => { + const fixture = await seedFixture() + await configure(fixture) + const [source] = + await sql`select id from scim_connection where organization_id = ${fixture.orgId}` + const prefix = `${generateId()}-scim-` + const size = 10_004 + const longPrefix = `Team 49 ${'界'.repeat(2039)}` + const longA = `${longPrefix}A` + const longB = `${longPrefix}B` + const legacy = `Team 60 ${'x'.repeat(220)}` + const longName = `Person 00050 ${'界'.repeat(450)}` + const managerEmail = `person${size}@${fixture.domain}` + const directoryPath = `/api/organizations/${fixture.orgId}/people` + try { + await sql.begin(async (tx) => { + await tx`insert into "user" (id, name, email, email_verified, created_at, updated_at) + select ${prefix}::text || n, case when n=50 then ${longName} else 'Person ' || lpad(n::text, 5, '0') end, 'person' || n || '@' || ${fixture.domain}::text, true, now(), now() + from generate_series(1, ${size}::integer) n` + await tx`insert into scim_user (id, connection_id, user_id, user_name, active, attributes, order_key) + select 'scim-' || ${prefix}::text || n, ${source.id}, ${prefix}::text || n, email, true, + jsonb_build_object('active', true, 'userName', email, 'name', jsonb_build_object('formatted', name), + 'emails', jsonb_build_array(jsonb_build_object('value', email, 'primary', true)), + 'enterprise', jsonb_build_object('department', case n % 71 when 49 then ${longA} when 50 then ${longB} + when 60 then ${legacy} else 'Team ' || lpad((n % 71)::text,2,'0') end) || + case when n = ${size} then '{}'::jsonb else jsonb_build_object('manager', + jsonb_build_object('value', 'scim-' || ${prefix}::text || ${size}::text)) end), + lpad(n::text, 5, '0') + from generate_series(1, ${size}::integer) n join "user" on id = ${prefix}::text || n` + }) + const result = await request(`${directoryPath}/sync`, { + method: 'PUT', + fixture, + contentType: 'application/json', + body: { source: 'scim' }, + }) + assert.equal(record(result.body.sync).state, 'scheduled') + const first = (await request(`${directoryPath}/departments`, { fixture })).body + assert(Array.isArray(first.departments) && first.departments.length === 50) + assert.equal(record(first.departments.at(-1)).name, longB) + assert( + string(first.nextCursor).length < 512, + 'A department page cursor must fit in a short URL' + ) + const second = ( + await request( + `${directoryPath}/departments?cursor=${encodeURIComponent(string(first.nextCursor))}`, + { fixture } + ) + ).body + assert(Array.isArray(second.departments) && second.nextCursor === null) + const teams = [...first.departments, ...second.departments].map(record) + assert.equal(new Set(teams.map((team) => team.name)).size, 71) + assert.equal( + teams.reduce((sum, team) => sum + Number(team.count), 0), + size + ) + for (const label of [longA, longB]) { + const key = string(teams.find((team) => team.name === label)?.departmentKey) + assert(key.length <= 64) + const path = `${directoryPath}?departmentKey=${encodeURIComponent(key)}` + const selected = (await request(path, { fixture })).body + assert.equal(selected.selectedDepartment, label) + assert(Array.isArray(selected.people) && selected.people.length === 50) + assert(selected.people.every((person) => record(person).department === label)) + const person = record(selected.people[0]) + const profile = record( + (await request(`${directoryPath}/${person.memberId}`, { fixture })).body.person + ) + assert.equal( + profile.departmentKey, + key, + 'Profile and facet must link to the same department' + ) + const empty = (await request(`${path}&search=does-not-exist`, { fixture })).body + assert.deepEqual(empty.people, []) + assert.equal(empty.selectedDepartment, label) + await request( + `${path}&cursor=${encodeURIComponent(string(selected.nextCursor))}&search=changed`, + { fixture, expected: 400 } + ) + } + const legacyList = ( + await request(`${directoryPath}?department=${encodeURIComponent(legacy)}`, { fixture }) + ).body + assert(Array.isArray(legacyList.people) && legacyList.people.length === 50) + assert(legacyList.people.every((person) => record(person).department === legacy)) + const byName = (await request(`${directoryPath}?search=person`, { fixture })).body + assert(Array.isArray(byName.people) && record(byName.people.at(-1)).name === longName) + assert( + string(byName.nextCursor).length < 512, + 'A long name must not inflate a people cursor' + ) + const nextNames = ( + await request( + `${directoryPath}?search=person&cursor=${encodeURIComponent(string(byName.nextCursor))}`, + { fixture } + ) + ).body + assert( + Array.isArray(nextNames.people) && + record(nextNames.people[0]).email === `person51@${fixture.domain}` + ) + const filtered = ( + await request(`${directoryPath}/departments?search=Team%2070`, { fixture }) + ).body + assert(Array.isArray(filtered.departments) && filtered.departments.length === 1) + const listed = await request( + `${directoryPath}?search=${encodeURIComponent(managerEmail)}`, + { fixture } + ) + assert(Array.isArray(listed.body.people) && listed.body.people.length === 1) + const managerId = string(record(listed.body.people[0]).memberId) + const page = await request( + `${directoryPath}/chart?memberId=${encodeURIComponent(managerId)}&size=4&page=2501`, + { fixture } + ) + assert.equal(page.body.totalReports, size - 1) + assert.equal(page.body.page, 2501) + assert(Array.isArray(page.body.reports) && page.body.reports.length === 3) + assert.equal(record(page.body.reports[2]).email, `person10003@${fixture.domain}`) + + await sql`update scim_user set attributes=jsonb_set(attributes, '{enterprise,department}', to_jsonb(repeat('x',2049))) + where connection_id=${source.id} and user_id=${`${prefix}${size}`}` + const rejected = record( + (await request(`${directoryPath}/sync/run`, { method: 'POST', fixture })).body.sync + ) + assert.equal(rejected.state, 'failed') + assert.match(string(rejected.lastError), /department exceeds 2048 characters/i) + const retained = record( + (await request(`${directoryPath}/${managerId}`, { fixture })).body.person + ) + assert.equal(retained.department, `Team ${String(size % 71).padStart(2, '0')}`) + } finally { + await sql`delete from people_directory_sync where organization_id = ${fixture.orgId}` + await sql`delete from "user" where id like ${`${prefix}%`}` + } + } + ) + await check('Verified-domain and tenant boundaries reject foreign resources', async () => { const rejected = await scim(token, '/Users', { method: 'POST', @@ -1359,6 +1736,102 @@ async function run() { } ) + await check( + 'SCIM writes commit while a People publication waits and the next tick includes them', + async () => { + const fixture = await seedFixture() + const { secret } = await configure(fixture) + const create = (name: string) => + scim(secret, '/Users', { + method: 'POST', + expected: 201, + body: { schemas: [USER_SCHEMA], userName: `${name}@${fixture.domain}`, active: true }, + }) + const anchor = string((await create('held')).body.id) + const retiring = string((await create('retiring')).body.id) + const people = `/api/organizations/${fixture.orgId}/people` + const syncPath = `${people}/sync` + const initial = await request(syncPath, { + method: 'PUT', + fixture, + contentType: 'application/json', + body: { source: 'scim' }, + }) + assert.equal(record(initial.body.sync).state, 'scheduled') + const [retired] = + await sql`select id from people_directory_entry where organization_id=${fixture.orgId} and external_id=${retiring}` + assert(retired, 'Expected a previously published SCIM profile') + await patch(secret, `/Users/${anchor}`, [ + { op: 'replace', path: 'title', value: 'Updated title' }, + ]) + + let publication: ReturnType | undefined + let writes: Promise | undefined + let createdId = '' + try { + await sql.begin(async (tx) => { + const [held] = await tx`select pg_backend_pid() as pid from people_directory_entry + where organization_id=${fixture.orgId} and external_id=${anchor} for update` + assert(held) + publication = request(`${syncPath}/run`, { method: 'POST', fixture }) + void publication.catch(() => {}) + let publisher: number | undefined + const deadline = performance.now() + 15_000 + while (publisher === undefined) { + const [waiting] = await sql<{ pid: number }[]>`select pid from pg_stat_activity + where ${held.pid} = any(pg_blocking_pids(pid)) and query ilike '%insert into%people_directory_entry%'` + if (waiting) publisher = waiting.pid + else { + assert( + performance.now() < deadline, + 'The People publish must reach the held profile row' + ) + await sleep(20) + } + } + + writes = (async () => { + createdId = string((await create('during-publish')).body.id) + await scim(secret, `/Users/${retiring}`, { method: 'DELETE', expected: 204 }) + await request(`${people}/${retired.id}`, { fixture, expected: 404 }) + })() + let settled = false + void writes.then( + () => { + settled = true + }, + () => { + settled = true + } + ) + const writeDeadline = performance.now() + 15_000 + while (!settled) { + const [blocked] = await sql`select pid from pg_stat_activity + where ${publisher} = any(pg_blocking_pids(pid)) and query ilike '%update%people_directory_sync%next_sync_at%'` + assert(!blocked, 'A SCIM write must not wait behind the People publisher') + assert( + performance.now() < writeDeadline, + 'SCIM writes must finish before the held People profile is released' + ) + await sleep(20) + } + await writes + }) + } finally { + await Promise.allSettled([publication, writes]) + } + await publication + await request(`${people}/${retired.id}`, { fixture, expected: 404 }) + assert.equal(record((await request(syncPath, { fixture })).body.sync).state, 'queued') + await request('/api/cron/people-directory-sync', { + token: requiredEnvironment('CRON_SECRET'), + }) + const active = + await sql`select external_id from people_directory_entry where organization_id=${fixture.orgId}` + assert.deepEqual(active.map((row) => row.external_id).sort(), [anchor, createdId].sort()) + } + ) + await check( 'Bearer scopes, shared connection rate limits, rotation, revocation, expiry, and disable apply immediately', async () => { @@ -1399,6 +1872,13 @@ async function run() { await scim(token, '/Users', { expected: 401 }) await scim(newToken, '/Users') await admin(primary, '', { method: 'PUT', body: { status: 'disabled' } }) + await request(`/api/organizations/${primary.orgId}/people/import`, { + method: 'POST', + fixture: primary, + contentType: 'application/json', + body: { source: 'directory', apply: false }, + expected: 400, + }) await scim(newToken, '/Users', { expected: 401 }) await admin(primary, '', { method: 'PUT', body: { status: 'active' } }) await scim(newToken, '/Users') diff --git a/docker/crontab b/docker/crontab index 4edef237578..8dd4c5326d0 100644 --- a/docker/crontab +++ b/docker/crontab @@ -53,6 +53,9 @@ SHELL=/bin/sh # Directory provisioning drift sweep (re-applies SCIM group mappings) 17 * * * * curl -fsS -m 300 -o /dev/null -H "Authorization: Bearer $CRON_SECRET" "$SIM_URL/api/cron/scim-reconcile" +# Refresh connected People directories and deliver pending SCIM changes. +*/5 * * * * curl -fsS -m 300 -o /dev/null -H "Authorization: Bearer $CRON_SECRET" "$SIM_URL/api/cron/people-directory-sync" + # Deletes table rows whose TTL column has expired */15 * * * * curl -fsS -m 60 -o /dev/null -H "Authorization: Bearer $CRON_SECRET" "$SIM_URL/api/cron/cleanup-table-row-ttl" diff --git a/helm/sim/Chart.yaml b/helm/sim/Chart.yaml index f074ea70ad2..99794df3eb8 100644 --- a/helm/sim/Chart.yaml +++ b/helm/sim/Chart.yaml @@ -2,7 +2,7 @@ apiVersion: v2 name: sim description: A Helm chart for Sim - the open-source AI workspace where teams build, deploy, and manage AI agents type: application -version: 1.11.11 +version: 1.11.12 appVersion: "v0.8.26" kubeVersion: ">=1.25.0-0" home: https://sim.ai diff --git a/helm/sim/values.yaml b/helm/sim/values.yaml index 3a4bb0905c3..9b892d77401 100644 --- a/helm/sim/values.yaml +++ b/helm/sim/values.yaml @@ -1508,6 +1508,17 @@ cronjobs: successfulJobsHistoryLimit: 3 failedJobsHistoryLimit: 1 + peopleDirectorySync: + enabled: true + name: people-directory-sync + schedule: "*/5 * * * *" + path: "/api/cron/people-directory-sync" + requestTimeoutSeconds: 300 + activeDeadlineSeconds: 360 + concurrencyPolicy: Forbid + successfulJobsHistoryLimit: 3 + failedJobsHistoryLimit: 1 + # Re-applies directory group mappings so drift between what a mapping says a # member should have and what SCIM granted them cannot persist. Idempotent, # and a no-op for organizations with no connection. diff --git a/packages/audit/src/types.ts b/packages/audit/src/types.ts index 0bd25384daa..ac782009598 100644 --- a/packages/audit/src/types.ts +++ b/packages/audit/src/types.ts @@ -176,6 +176,9 @@ export const AuditAction = { ORG_MEMBER_USAGE_LIMIT_CHANGED: 'org_member.usage_limit_changed', ORG_MEMBER_PROFILE_UPDATED: 'org_member.profile_updated', ORG_PEOPLE_IMPORTED: 'org_people.imported', + ORG_PEOPLE_SYNC_CONFIGURED: 'org_people.sync_configured', + ORG_PEOPLE_SYNC_REQUESTED: 'org_people.sync_requested', + ORG_PEOPLE_SYNC_DISCONNECTED: 'org_people.sync_disconnected', ORG_INVITATION_CREATED: 'org_invitation.created', ORG_INVITATION_UPDATED: 'org_invitation.updated', ORG_INVITATION_ACCEPTED: 'org_invitation.accepted', diff --git a/packages/db/migrations/0450_people_directory_sync.sql b/packages/db/migrations/0450_people_directory_sync.sql new file mode 100644 index 00000000000..38dd2e58216 --- /dev/null +++ b/packages/db/migrations/0450_people_directory_sync.sql @@ -0,0 +1,70 @@ +CREATE TABLE "people_directory_entry" ( + "id" text PRIMARY KEY NOT NULL, + "organization_id" text NOT NULL, + "source" text NOT NULL, + "external_id" text NOT NULL, + "email" text NOT NULL, + "name" text NOT NULL, + "title" text, + "department" text, + "location" text, + "manager_external_id" text, + "created_at" timestamp DEFAULT now() NOT NULL +); +--> statement-breakpoint +CREATE TABLE "people_directory_page" ( + "organization_id" text NOT NULL, + "run_id" text NOT NULL, + "page_hash" text NOT NULL, + CONSTRAINT "people_directory_page_organization_id_run_id_page_hash_pk" PRIMARY KEY("organization_id","run_id","page_hash") +); +--> statement-breakpoint +CREATE TABLE "people_directory_stage" ( + "organization_id" text NOT NULL, + "run_id" text NOT NULL, + "external_id" text NOT NULL, + "proposed_id" text NOT NULL, + "email" text NOT NULL, + "name" text NOT NULL, + "title" text, + "department" text, + "location" text, + "manager_external_id" text, + "reports_cursor" text, + "reports_complete" boolean DEFAULT false NOT NULL, + CONSTRAINT "people_directory_stage_organization_id_run_id_external_id_pk" PRIMARY KEY("organization_id","run_id","external_id") +); +--> statement-breakpoint +CREATE TABLE "people_directory_sync" ( + "organization_id" text PRIMARY KEY NOT NULL, + "source" text NOT NULL, + "source_target" text NOT NULL, + "client_id" text, + "encrypted_credential" text, + "configured_by" text, + "lease_token" text, + "lease_expires_at" timestamp, + "run_id" text, + "run_started_at" timestamp, + "phase" text, + "cursor" text, + "users_read" integer DEFAULT 0 NOT NULL, + "retry_count" integer DEFAULT 0 NOT NULL, + "next_sync_at" timestamp DEFAULT now() NOT NULL, + "last_attempt_at" timestamp, + "last_success_at" timestamp, + "last_failed_at" timestamp, + "last_error" text +); +--> statement-breakpoint +ALTER TABLE "people_directory_entry" ADD CONSTRAINT "people_directory_entry_organization_id_people_directory_sync_organization_id_fk" FOREIGN KEY ("organization_id") REFERENCES "public"."people_directory_sync"("organization_id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "people_directory_page" ADD CONSTRAINT "people_directory_page_organization_id_people_directory_sync_organization_id_fk" FOREIGN KEY ("organization_id") REFERENCES "public"."people_directory_sync"("organization_id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "people_directory_stage" ADD CONSTRAINT "people_directory_stage_organization_id_people_directory_sync_organization_id_fk" FOREIGN KEY ("organization_id") REFERENCES "public"."people_directory_sync"("organization_id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "people_directory_sync" ADD CONSTRAINT "people_directory_sync_organization_id_organization_id_fk" FOREIGN KEY ("organization_id") REFERENCES "public"."organization"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "people_directory_sync" ADD CONSTRAINT "people_directory_sync_configured_by_user_id_fk" FOREIGN KEY ("configured_by") REFERENCES "public"."user"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint +CREATE UNIQUE INDEX "people_directory_entry_source_id_idx" ON "people_directory_entry" USING btree ("organization_id","external_id");--> statement-breakpoint +CREATE INDEX "people_directory_entry_email_idx" ON "people_directory_entry" USING btree ("organization_id","email");--> statement-breakpoint +CREATE INDEX "people_directory_entry_manager_idx" ON "people_directory_entry" USING btree ("organization_id","manager_external_id");--> statement-breakpoint +CREATE UNIQUE INDEX "people_directory_stage_email_idx" ON "people_directory_stage" USING btree ("organization_id","run_id","email");--> statement-breakpoint +CREATE INDEX "people_directory_stage_pending_idx" ON "people_directory_stage" USING btree ("organization_id","run_id","external_id") WHERE NOT "people_directory_stage"."reports_complete";--> statement-breakpoint +CREATE INDEX "people_directory_sync_due_idx" ON "people_directory_sync" USING btree ("next_sync_at"); \ No newline at end of file diff --git a/packages/db/migrations/0451_people_scim_change.sql b/packages/db/migrations/0451_people_scim_change.sql new file mode 100644 index 00000000000..84151bf6e92 --- /dev/null +++ b/packages/db/migrations/0451_people_scim_change.sql @@ -0,0 +1,6 @@ +CREATE TABLE "people_directory_scim_change" ( + "organization_id" text PRIMARY KEY NOT NULL, + "changed_at" timestamp DEFAULT now() NOT NULL +); +--> statement-breakpoint +ALTER TABLE "people_directory_scim_change" ADD CONSTRAINT "people_directory_scim_change_organization_id_organization_id_fk" FOREIGN KEY ("organization_id") REFERENCES "public"."organization"("id") ON DELETE cascade ON UPDATE no action; \ No newline at end of file diff --git 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"copilot_runs_workspace_completed_at_id_idx": { + "name": "copilot_runs_workspace_completed_at_id_idx", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "date_trunc('milliseconds', \"completed_at\")", + "asc": true, + "isExpression": true, + "nulls": "last" + }, + { + "expression": "id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "copilot_runs_stream_id_unique": { + "name": "copilot_runs_stream_id_unique", + "columns": [ + { + "expression": "stream_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "copilot_runs_desktop_device_started_at_idx": { + "name": "copilot_runs_desktop_device_started_at_idx", + "columns": [ + { + "expression": "desktop_device_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "started_at", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "where": "\"copilot_runs\".\"desktop_device_id\" IS NOT NULL", + "concurrently": true, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "copilot_runs_chat_id_copilot_chats_id_fk": { + "name": "copilot_runs_chat_id_copilot_chats_id_fk", + "tableFrom": "copilot_runs", + "tableTo": "copilot_chats", + "columnsFrom": ["chat_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "copilot_runs_user_id_user_id_fk": { + "name": "copilot_runs_user_id_user_id_fk", + "tableFrom": "copilot_runs", + "tableTo": "user", + "columnsFrom": ["user_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "copilot_runs_workflow_id_workflow_id_fk": { + "name": "copilot_runs_workflow_id_workflow_id_fk", + "tableFrom": "copilot_runs", + "tableTo": "workflow", + "columnsFrom": ["workflow_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "copilot_runs_workspace_id_workspace_id_fk": { + "name": "copilot_runs_workspace_id_workspace_id_fk", + "tableFrom": "copilot_runs", + "tableTo": "workspace", + "columnsFrom": ["workspace_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "copilot_runs_organization_id_organization_id_fk": { + "name": "copilot_runs_organization_id_organization_id_fk", + "tableFrom": "copilot_runs", + "tableTo": "organization", + "columnsFrom": ["organization_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "copilot_runs_desktop_device_id_desktop_devices_id_fk": { + "name": "copilot_runs_desktop_device_id_desktop_devices_id_fk", + "tableFrom": "copilot_runs", + "tableTo": "desktop_devices", + "columnsFrom": ["desktop_device_id"], + "columnsTo": ["id"], + "onDelete": "set null", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.copilot_service_usage": { + "name": "copilot_service_usage", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true + }, + "stream_id": { + "name": "stream_id", + "type": "uuid", + "primaryKey": false, + "notNull": true + }, + "tool_call_id": { + "name": "tool_call_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "service": { + "name": "service", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "cost_usd": { + "name": "cost_usd", + "type": "numeric(12, 8)", + "primaryKey": false, + "notNull": false + }, + "worker_origin": { + "name": "worker_origin", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "next_attempt_at": { + "name": "next_attempt_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "attempts": { + "name": "attempts", + "type": "integer", + "primaryKey": false, + "notNull": true, + "default": 0 + }, + "delivered_at": { + "name": "delivered_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": false + }, + "last_error": { + "name": "last_error", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": { + "copilot_service_usage_pending_idx": { + "name": "copilot_service_usage_pending_idx", + "columns": [ + { + "expression": "next_attempt_at", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "where": "delivered_at IS NULL", + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.credential": { + "name": "credential", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "workspace_id": { + "name": "workspace_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "organization_id": { + "name": "organization_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "slack_app_id": { + "name": "slack_app_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "type": { + "name": "type", + "type": "credential_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "display_name": { + "name": "display_name", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "description": { + "name": "description", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "unredacted": { + "name": "unredacted", + "type": "boolean", + "primaryKey": false, + "notNull": true, + "default": false + }, + "provider_id": { + "name": "provider_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "account_id": { + "name": "account_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "env_key": { + "name": "env_key", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "env_owner_user_id": { + "name": "env_owner_user_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "encrypted_service_account_key": { + "name": "encrypted_service_account_key", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "encrypted_personal_token": { + "name": "encrypted_personal_token", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "authorization_app_id": { + "name": "authorization_app_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "credential_group_enrollment_id": { + "name": "credential_group_enrollment_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "credential_group_option_id": { + "name": "credential_group_option_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "mcp_server_id": { + "name": "mcp_server_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "mcp_oauth_config_version": { + "name": "mcp_oauth_config_version", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "managed_oauth_scope_version": { + "name": "managed_oauth_scope_version", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "provider_subject_id": { + "name": "provider_subject_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "provider_tenant_id": { + "name": "provider_tenant_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "managed_oauth_status": { + "name": "managed_oauth_status", + "type": "managed_oauth_credential_status", + "typeSchema": "public", + "primaryKey": false, + "notNull": false + }, + "granted_scopes": { + "name": "granted_scopes", + "type": "text[]", + "primaryKey": false, + "notNull": false + }, + "provider_metadata": { + "name": "provider_metadata", + "type": "jsonb", + "primaryKey": false, + "notNull": false + }, + "encrypted_oauth_token_set": { + "name": "encrypted_oauth_token_set", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "mcp_tools": { + "name": "mcp_tools", + "type": "jsonb", + "primaryKey": false, + "notNull": false + }, + "mcp_tools_refreshed_at": { + "name": "mcp_tools_refreshed_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "granted_at": { + "name": "granted_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "revoked_at": { + "name": "revoked_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "access_token_expires_at": { + "name": "access_token_expires_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "refresh_token_expires_at": { + "name": "refresh_token_expires_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "last_refreshed_at": { + "name": "last_refreshed_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "created_by": { + "name": "created_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "credential_organization_id_idx": { + "name": "credential_organization_id_idx", + "columns": [ + { + "expression": "organization_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_organization_account_unique": { + "name": "credential_organization_account_unique", + "columns": [ + { + "expression": "organization_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "account_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "\"credential\".\"account_id\" IS NOT NULL", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_org_personal_token_unique": { + "name": "credential_org_personal_token_unique", + "columns": [ + { + "expression": "organization_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "created_by", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_tenant_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_subject_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "\"credential\".\"type\" = 'personal_token'", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_workspace_id_idx": { + "name": "credential_workspace_id_idx", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_type_idx": { + "name": "credential_type_idx", + "columns": [ + { + "expression": "type", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_provider_id_idx": { + "name": "credential_provider_id_idx", + "columns": [ + { + "expression": "provider_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_account_id_idx": { + "name": "credential_account_id_idx", + "columns": [ + { + "expression": "account_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_env_owner_user_id_idx": { + "name": "credential_env_owner_user_id_idx", + "columns": [ + { + "expression": "env_owner_user_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_enrollment_idx": { + "name": "credential_group_enrollment_idx", + "columns": [ + { + "expression": "credential_group_enrollment_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_mcp_server_idx": { + "name": "credential_mcp_server_idx", + "columns": [ + { + "expression": "mcp_server_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_option_unique": { + "name": "credential_group_option_unique", + "columns": [ + { + "expression": "credential_group_enrollment_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "credential_group_option_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "\"credential\".\"type\" = 'managed_oauth'", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_managed_mcp_enrollment_server_unique": { + "name": "credential_managed_mcp_enrollment_server_unique", + "columns": [ + { + "expression": "credential_group_enrollment_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "mcp_server_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "\"credential\".\"type\" = 'managed_mcp'", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_workspace_account_unique": { + "name": "credential_workspace_account_unique", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "account_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "account_id IS NOT NULL", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_workspace_env_unique": { + "name": "credential_workspace_env_unique", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "type", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "env_key", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "type = 'env_workspace'", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_workspace_personal_env_unique": { + "name": "credential_workspace_personal_env_unique", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "type", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "env_key", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "env_owner_user_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "type = 'env_personal'", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_personal_token_identity_unique": { + "name": "credential_personal_token_identity_unique", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "created_by", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_tenant_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_subject_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "type = 'personal_token'", + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "credential_workspace_id_workspace_id_fk": { + "name": "credential_workspace_id_workspace_id_fk", + "tableFrom": "credential", + "tableTo": "workspace", + "columnsFrom": ["workspace_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_organization_id_organization_id_fk": { + "name": "credential_organization_id_organization_id_fk", + "tableFrom": "credential", + "tableTo": "organization", + "columnsFrom": ["organization_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_slack_app_id_slack_app_id_fk": { + "name": "credential_slack_app_id_slack_app_id_fk", + "tableFrom": "credential", + "tableTo": "slack_app", + "columnsFrom": ["slack_app_id"], + "columnsTo": ["id"], + "onDelete": "no action", + "onUpdate": "no action" + }, + "credential_account_id_account_id_fk": { + "name": "credential_account_id_account_id_fk", + "tableFrom": "credential", + "tableTo": "account", + "columnsFrom": ["account_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_env_owner_user_id_user_id_fk": { + "name": "credential_env_owner_user_id_user_id_fk", + "tableFrom": "credential", + "tableTo": "user", + "columnsFrom": ["env_owner_user_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_credential_group_enrollment_id_credential_group_enrollment_id_fk": { + "name": "credential_credential_group_enrollment_id_credential_group_enrollment_id_fk", + "tableFrom": "credential", + "tableTo": "credential_group_enrollment", + "columnsFrom": ["credential_group_enrollment_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_mcp_server_id_mcp_servers_id_fk": { + "name": "credential_mcp_server_id_mcp_servers_id_fk", + "tableFrom": "credential", + "tableTo": "mcp_servers", + "columnsFrom": ["mcp_server_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_created_by_user_id_fk": { + "name": "credential_created_by_user_id_fk", + "tableFrom": "credential", + "tableTo": "user", + "columnsFrom": ["created_by"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": { + "credential_owner_check": { + "name": "credential_owner_check", + "value": "num_nonnulls(\"credential\".\"workspace_id\", \"credential\".\"organization_id\") = 1" + }, + "credential_organization_type_check": { + "name": "credential_organization_type_check", + "value": "\"credential\".\"organization_id\" IS NULL OR \"credential\".\"type\" IN ('oauth', 'managed_oauth', 'managed_mcp', 'service_account', 'personal_token')" + }, + "credential_personal_token_source_check": { + "name": "credential_personal_token_source_check", + "value": "(type::text <> 'personal_token') OR (\n created_by IS NOT NULL\n AND provider_id IS NOT NULL\n AND provider_id = 'gitlab'\n AND provider_subject_id IS NOT NULL\n AND provider_tenant_id IS NOT NULL\n AND encrypted_personal_token IS NOT NULL\n AND granted_scopes IS NOT NULL\n AND cardinality(granted_scopes) > 0\n AND account_id IS NULL\n AND env_key IS NULL\n AND env_owner_user_id IS NULL\n AND authorization_app_id IS NULL\n AND encrypted_oauth_token_set IS NULL\n AND encrypted_service_account_key IS NULL\n AND unredacted = false\n )" + }, + "credential_oauth_source_check": { + "name": "credential_oauth_source_check", + "value": "(type <> 'oauth') OR (account_id IS NOT NULL AND provider_id IS NOT NULL)" + }, + "credential_managed_oauth_source_check": { + "name": "credential_managed_oauth_source_check", + "value": "(type::text <> 'managed_oauth') OR (\n account_id IS NULL\n AND provider_id IS NOT NULL\n AND authorization_app_id IS NOT NULL\n AND provider_subject_id IS NOT NULL\n AND managed_oauth_status IS NOT NULL\n AND granted_scopes IS NOT NULL\n AND encrypted_oauth_token_set IS NOT NULL\n AND granted_at IS NOT NULL\n )" + }, + "credential_managed_oauth_group_binding_check": { + "name": "credential_managed_oauth_group_binding_check", + "value": "(type::text <> 'managed_oauth') OR (\n credential_group_enrollment_id IS NOT NULL\n AND credential_group_option_id IS NOT NULL\n AND managed_oauth_scope_version IS NOT NULL\n AND managed_oauth_scope_version > 0\n )" + }, + "credential_managed_mcp_source_check": { + "name": "credential_managed_mcp_source_check", + "value": "(type::text <> 'managed_mcp') OR (\n id LIKE 'mcp-cg-%'\n AND account_id IS NULL\n AND provider_id IS NULL\n AND authorization_app_id IS NULL\n AND credential_group_enrollment_id IS NOT NULL\n AND credential_group_option_id IS NULL\n AND mcp_server_id IS NOT NULL\n AND managed_oauth_status IS NOT NULL\n AND (managed_oauth_status <> 'active' OR (\n encrypted_oauth_token_set IS NOT NULL\n AND mcp_tools IS NOT NULL\n ))\n AND granted_at IS NOT NULL\n AND managed_oauth_scope_version IS NULL\n AND provider_subject_id IS NULL\n AND provider_tenant_id IS NULL\n AND granted_scopes IS NULL\n AND provider_metadata IS NULL\n AND created_by IS NULL\n AND env_key IS NULL\n AND env_owner_user_id IS NULL\n AND encrypted_service_account_key IS NULL\n AND unredacted = false\n )" + }, + "credential_creator_source_check": { + "name": "credential_creator_source_check", + "value": "(type::text = 'managed_mcp') OR created_by IS NOT NULL" + }, + "credential_workspace_env_source_check": { + "name": "credential_workspace_env_source_check", + "value": "(type <> 'env_workspace') OR (env_key IS NOT NULL AND env_owner_user_id IS NULL)" + }, + "credential_personal_env_source_check": { + "name": "credential_personal_env_source_check", + "value": "(type <> 'env_personal') OR (env_key IS NOT NULL AND env_owner_user_id IS NOT NULL)" + } + }, + "isRLSEnabled": false + }, + "public.credential_group": { + "name": "credential_group", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "workspace_id": { + "name": "workspace_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "organization_id": { + "name": "organization_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "public_id": { + "name": "public_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "name": { + "name": "name", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "description": { + "name": "description", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "options": { + "name": "options", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "encrypted_provider_configuration": { + "name": "encrypted_provider_configuration", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "status": { + "name": "status", + "type": "credential_group_status", + "typeSchema": "public", + "primaryKey": false, + "notNull": true, + "default": "'active'" + }, + "created_by": { + "name": "created_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "credential_group_organization_unique": { + "name": "credential_group_organization_unique", + "columns": [ + { + "expression": "organization_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_public_id_unique": { + "name": "credential_group_public_id_unique", + "columns": [ + { + "expression": "public_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_workspace_unique": { + "name": "credential_group_workspace_unique", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "credential_group_workspace_id_workspace_id_fk": { + "name": "credential_group_workspace_id_workspace_id_fk", + "tableFrom": "credential_group", + "tableTo": "workspace", + "columnsFrom": ["workspace_id"], + "columnsTo": ["id"], 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"primaryKey": false, + "notNull": true + }, + "sent_at": { + "name": "sent_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "completed_at": { + "name": "completed_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "revoked_at": { + "name": "revoked_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "last_delivery_error": { + "name": "last_delivery_error", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_by": { + "name": "created_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "credential_group_enrollment_group_user_unique": { + "name": "credential_group_enrollment_group_user_unique", + "columns": [ + { + "expression": "credential_group_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "user_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "\"credential_group_enrollment\".\"user_id\" IS NOT NULL", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_enrollment_user_id_idx": { + "name": "credential_group_enrollment_user_id_idx", + "columns": [ + { + "expression": "user_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_enrollment_group_email_unique": { + "name": "credential_group_enrollment_group_email_unique", + "columns": [ + { + "expression": "credential_group_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "email", + 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"tableTo": "user", + "columnsFrom": ["user_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_group_enrollment_created_by_user_id_fk": { + "name": "credential_group_enrollment_created_by_user_id_fk", + "tableFrom": "credential_group_enrollment", + "tableTo": "user", + "columnsFrom": ["created_by"], + "columnsTo": ["id"], + "onDelete": "set null", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": { + "credential_group_enrollment_normalized_email_check": { + "name": "credential_group_enrollment_normalized_email_check", + "value": "\"credential_group_enrollment\".\"email\" = lower(btrim(\"credential_group_enrollment\".\"email\")) AND length(\"credential_group_enrollment\".\"email\") BETWEEN 3 AND 320" + }, + "credential_group_enrollment_invitation_token_hash_length_check": { + "name": "credential_group_enrollment_invitation_token_hash_length_check", + "value": 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"primaryKey": false, + "notNull": false + }, + "uploaded_at": { + "name": "uploaded_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "doc_uploaded_by_idx": { + "name": "doc_uploaded_by_idx", + "columns": [ + { + "expression": "uploaded_by", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "where": "\"document\".\"uploaded_by\" IS NOT NULL", + "concurrently": true, + "method": "btree", + "with": {} + }, + "doc_kb_source_modified_idx": { + "name": "doc_kb_source_modified_idx", + "columns": [ + { + "expression": "knowledge_base_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "source_modified_at", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "where": "\"document\".\"deleted_at\" IS NULL", + "concurrently": true, + "method": "btree", + "with": {} + }, + "doc_acl_gin_idx": { + "name": "doc_acl_gin_idx", + "columns": [ + { + "expression": "acl", + "isExpression": false, + "asc": true, + "nulls": "last", + "opclass": "array_ops" + } + ], + "isUnique": false, + "where": "\"document\".\"deleted_at\" IS NULL", + "concurrently": false, + "method": "gin", + "with": {} + }, + "doc_filename_idx": { + "name": "doc_filename_idx", + "columns": [ + { + "expression": "filename", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "doc_processing_status_idx": { + "name": "doc_processing_status_idx", + "columns": [ + { + "expression": "knowledge_base_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "processing_status", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "doc_connector_processing_recovery_idx": { + "name": 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"provider_tenant_id": { + "name": "provider_tenant_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "managed_oauth_status": { + "name": "managed_oauth_status", + "type": "managed_oauth_credential_status", + "typeSchema": "public", + "primaryKey": false, + "notNull": false + }, + "granted_scopes": { + "name": "granted_scopes", + "type": "text[]", + "primaryKey": false, + "notNull": false + }, + "provider_metadata": { + "name": "provider_metadata", + "type": "jsonb", + "primaryKey": false, + "notNull": false + }, + "encrypted_oauth_token_set": { + "name": "encrypted_oauth_token_set", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "mcp_tools": { + "name": "mcp_tools", + "type": "jsonb", + "primaryKey": false, + "notNull": false + }, + "mcp_tools_refreshed_at": { + "name": "mcp_tools_refreshed_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "granted_at": { + "name": "granted_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "revoked_at": { + "name": "revoked_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "access_token_expires_at": { + "name": "access_token_expires_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "refresh_token_expires_at": { + "name": "refresh_token_expires_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "last_refreshed_at": { + "name": "last_refreshed_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "created_by": { + "name": "created_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "credential_organization_id_idx": { + "name": "credential_organization_id_idx", + "columns": [ + { + "expression": "organization_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_organization_account_unique": { + "name": "credential_organization_account_unique", + "columns": [ + { + "expression": "organization_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "account_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "\"credential\".\"account_id\" IS NOT NULL", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_org_personal_token_unique": { + "name": "credential_org_personal_token_unique", + "columns": [ + { + "expression": "organization_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "created_by", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_tenant_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_subject_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "\"credential\".\"type\" = 'personal_token'", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_workspace_id_idx": { + "name": "credential_workspace_id_idx", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_type_idx": { + "name": "credential_type_idx", + "columns": [ + { + "expression": "type", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_provider_id_idx": { + "name": "credential_provider_id_idx", + "columns": [ + { + "expression": "provider_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_account_id_idx": { + "name": "credential_account_id_idx", + "columns": [ + { + "expression": "account_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_env_owner_user_id_idx": { + "name": "credential_env_owner_user_id_idx", + "columns": [ + { + "expression": "env_owner_user_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_enrollment_idx": { + "name": "credential_group_enrollment_idx", + "columns": [ + { + "expression": "credential_group_enrollment_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_mcp_server_idx": { + "name": "credential_mcp_server_idx", + "columns": [ + { + "expression": "mcp_server_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_option_unique": { + "name": "credential_group_option_unique", + "columns": [ + { + "expression": "credential_group_enrollment_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "credential_group_option_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "\"credential\".\"type\" = 'managed_oauth'", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_managed_mcp_enrollment_server_unique": { + "name": "credential_managed_mcp_enrollment_server_unique", + "columns": [ + { + "expression": "credential_group_enrollment_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "mcp_server_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "\"credential\".\"type\" = 'managed_mcp'", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_workspace_account_unique": { + "name": "credential_workspace_account_unique", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "account_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "account_id IS NOT NULL", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_workspace_env_unique": { + "name": "credential_workspace_env_unique", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "type", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "env_key", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "type = 'env_workspace'", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_workspace_personal_env_unique": { + "name": "credential_workspace_personal_env_unique", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "type", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "env_key", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "env_owner_user_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "type = 'env_personal'", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_personal_token_identity_unique": { + "name": "credential_personal_token_identity_unique", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "created_by", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_tenant_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_subject_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "type = 'personal_token'", + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "credential_workspace_id_workspace_id_fk": { + "name": "credential_workspace_id_workspace_id_fk", + "tableFrom": "credential", + "tableTo": "workspace", + "columnsFrom": ["workspace_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_organization_id_organization_id_fk": { + "name": "credential_organization_id_organization_id_fk", + "tableFrom": "credential", + "tableTo": "organization", + "columnsFrom": ["organization_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_slack_app_id_slack_app_id_fk": { + "name": "credential_slack_app_id_slack_app_id_fk", + "tableFrom": "credential", + "tableTo": "slack_app", + "columnsFrom": ["slack_app_id"], + "columnsTo": ["id"], + "onDelete": "no action", + "onUpdate": "no action" + }, + "credential_account_id_account_id_fk": { + "name": "credential_account_id_account_id_fk", + "tableFrom": "credential", + "tableTo": "account", + "columnsFrom": ["account_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_env_owner_user_id_user_id_fk": { + "name": "credential_env_owner_user_id_user_id_fk", + "tableFrom": "credential", + "tableTo": "user", + "columnsFrom": ["env_owner_user_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_credential_group_enrollment_id_credential_group_enrollment_id_fk": { + "name": "credential_credential_group_enrollment_id_credential_group_enrollment_id_fk", + "tableFrom": "credential", + "tableTo": "credential_group_enrollment", + "columnsFrom": ["credential_group_enrollment_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_mcp_server_id_mcp_servers_id_fk": { + "name": "credential_mcp_server_id_mcp_servers_id_fk", + "tableFrom": "credential", + "tableTo": "mcp_servers", + "columnsFrom": ["mcp_server_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_created_by_user_id_fk": { + "name": "credential_created_by_user_id_fk", + "tableFrom": "credential", + "tableTo": "user", + "columnsFrom": ["created_by"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": { + "credential_owner_check": { + "name": "credential_owner_check", + "value": "num_nonnulls(\"credential\".\"workspace_id\", \"credential\".\"organization_id\") = 1" + }, + "credential_organization_type_check": { + "name": "credential_organization_type_check", + "value": "\"credential\".\"organization_id\" IS NULL OR \"credential\".\"type\" IN ('oauth', 'managed_oauth', 'managed_mcp', 'service_account', 'personal_token')" + }, + "credential_personal_token_source_check": { + "name": "credential_personal_token_source_check", + "value": "(type::text <> 'personal_token') OR (\n created_by IS NOT NULL\n AND provider_id IS NOT NULL\n AND provider_id = 'gitlab'\n AND provider_subject_id IS NOT NULL\n AND provider_tenant_id IS NOT NULL\n AND encrypted_personal_token IS NOT NULL\n AND granted_scopes IS NOT NULL\n AND cardinality(granted_scopes) > 0\n AND account_id IS NULL\n AND env_key IS NULL\n AND env_owner_user_id IS NULL\n AND authorization_app_id IS NULL\n AND encrypted_oauth_token_set IS NULL\n AND encrypted_service_account_key IS NULL\n AND unredacted = false\n )" + }, + "credential_oauth_source_check": { + "name": "credential_oauth_source_check", + "value": "(type <> 'oauth') OR (account_id IS NOT NULL AND provider_id IS NOT NULL)" + }, + "credential_managed_oauth_source_check": { + "name": "credential_managed_oauth_source_check", + "value": "(type::text <> 'managed_oauth') OR (\n account_id IS NULL\n AND provider_id IS NOT NULL\n AND authorization_app_id IS NOT NULL\n AND provider_subject_id IS NOT NULL\n AND managed_oauth_status IS NOT NULL\n AND granted_scopes IS NOT NULL\n AND encrypted_oauth_token_set IS NOT NULL\n AND granted_at IS NOT NULL\n )" + }, + "credential_managed_oauth_group_binding_check": { + "name": "credential_managed_oauth_group_binding_check", + "value": "(type::text <> 'managed_oauth') OR (\n credential_group_enrollment_id IS NOT NULL\n AND credential_group_option_id IS NOT NULL\n AND managed_oauth_scope_version IS NOT NULL\n AND managed_oauth_scope_version > 0\n )" + }, + "credential_managed_mcp_source_check": { + "name": "credential_managed_mcp_source_check", + "value": "(type::text <> 'managed_mcp') OR (\n id LIKE 'mcp-cg-%'\n AND account_id IS NULL\n AND provider_id IS NULL\n AND authorization_app_id IS NULL\n AND credential_group_enrollment_id IS NOT NULL\n AND credential_group_option_id IS NULL\n AND mcp_server_id IS NOT NULL\n AND managed_oauth_status IS NOT NULL\n AND (managed_oauth_status <> 'active' OR (\n encrypted_oauth_token_set IS NOT NULL\n AND mcp_tools IS NOT NULL\n ))\n AND granted_at IS NOT NULL\n AND managed_oauth_scope_version IS NULL\n AND provider_subject_id IS NULL\n AND provider_tenant_id IS NULL\n AND granted_scopes IS NULL\n AND provider_metadata IS NULL\n AND created_by IS NULL\n AND env_key IS NULL\n AND env_owner_user_id IS NULL\n AND encrypted_service_account_key IS NULL\n AND unredacted = false\n )" + }, + "credential_creator_source_check": { + "name": "credential_creator_source_check", + "value": "(type::text = 'managed_mcp') OR created_by IS NOT NULL" + }, + "credential_workspace_env_source_check": { + "name": "credential_workspace_env_source_check", + "value": "(type <> 'env_workspace') OR (env_key IS NOT NULL AND env_owner_user_id IS NULL)" + }, + "credential_personal_env_source_check": { + "name": "credential_personal_env_source_check", + "value": "(type <> 'env_personal') OR (env_key IS NOT NULL AND env_owner_user_id IS NOT NULL)" + } + }, + "isRLSEnabled": false + }, + "public.credential_group": { + "name": "credential_group", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "workspace_id": { + "name": "workspace_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "organization_id": { + "name": "organization_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "public_id": { + "name": "public_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "name": { + "name": "name", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "description": { + "name": "description", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "options": { + "name": "options", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "encrypted_provider_configuration": { + "name": "encrypted_provider_configuration", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "status": { + "name": "status", + "type": "credential_group_status", + "typeSchema": "public", + "primaryKey": false, + "notNull": true, + "default": "'active'" + }, + "created_by": { + "name": "created_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "credential_group_organization_unique": { + "name": "credential_group_organization_unique", + "columns": [ + { + "expression": "organization_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_public_id_unique": { + "name": "credential_group_public_id_unique", + "columns": [ + { + "expression": "public_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_workspace_unique": { + "name": "credential_group_workspace_unique", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "credential_group_workspace_id_workspace_id_fk": { + "name": "credential_group_workspace_id_workspace_id_fk", + "tableFrom": "credential_group", + "tableTo": "workspace", + "columnsFrom": ["workspace_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_group_organization_id_organization_id_fk": { + "name": "credential_group_organization_id_organization_id_fk", + "tableFrom": "credential_group", + "tableTo": "organization", + "columnsFrom": ["organization_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_group_created_by_user_id_fk": { + "name": "credential_group_created_by_user_id_fk", + "tableFrom": "credential_group", + "tableTo": "user", + "columnsFrom": ["created_by"], + "columnsTo": ["id"], + "onDelete": "set null", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": { + "credential_group_owner_check": { + "name": "credential_group_owner_check", + "value": "num_nonnulls(\"credential_group\".\"workspace_id\", \"credential_group\".\"organization_id\") = 1" + } + }, + "isRLSEnabled": false + }, + "public.credential_group_enrollment": { + "name": "credential_group_enrollment", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "credential_group_id": { + "name": "credential_group_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "email": { + "name": "email", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "user_id": { + "name": "user_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "status": { + "name": "status", + "type": "credential_group_enrollment_status", + "typeSchema": "public", + "primaryKey": false, + "notNull": true, + "default": "'invited'" + }, + "invitation_token_hash": { + "name": "invitation_token_hash", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "invitation_expires_at": { + "name": "invitation_expires_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true + }, + "invited_at": { + "name": "invited_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true + }, + "sent_at": { + "name": "sent_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "completed_at": { + "name": "completed_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "revoked_at": { + "name": "revoked_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "last_delivery_error": { + "name": "last_delivery_error", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_by": { + "name": "created_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "credential_group_enrollment_group_user_unique": { + "name": "credential_group_enrollment_group_user_unique", + "columns": [ + { + "expression": "credential_group_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "user_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "where": "\"credential_group_enrollment\".\"user_id\" IS NOT NULL", + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_enrollment_user_id_idx": { + "name": "credential_group_enrollment_user_id_idx", + "columns": [ + { + "expression": "user_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + 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+ "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "workspace_fork_workflow_sync_target_idx": { + "name": "workspace_fork_workflow_sync_target_idx", + "columns": [ + { + "expression": "target_workflow_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "workspace_fork_workflow_sync_child_workspace_idx": { + "name": "workspace_fork_workflow_sync_child_workspace_idx", + "columns": [ + { + "expression": "child_workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "workspace_fork_workflow_sync_child_workspace_id_workspace_id_fk": { + "name": "workspace_fork_workflow_sync_child_workspace_id_workspace_id_fk", + "tableFrom": "workspace_fork_workflow_sync", + "tableTo": "workspace", + "columnsFrom": ["child_workspace_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "workspace_fork_workflow_sync_source_workflow_id_workflow_id_fk": { + "name": "workspace_fork_workflow_sync_source_workflow_id_workflow_id_fk", + "tableFrom": "workspace_fork_workflow_sync", + "tableTo": "workflow", + "columnsFrom": ["source_workflow_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "workspace_fork_workflow_sync_target_workflow_id_workflow_id_fk": { + "name": "workspace_fork_workflow_sync_target_workflow_id_workflow_id_fk", + "tableFrom": "workspace_fork_workflow_sync", + "tableTo": "workflow", + "columnsFrom": ["target_workflow_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.workspace_operation_receipt": { + "name": "workspace_operation_receipt", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "workspace_id": { + "name": "workspace_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "request_id": { + "name": "request_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "request_hash": { + "name": "request_hash", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "kind": { + "name": "kind", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "report": { + "name": "report", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "workspace_operation_receipt_request_unique": { + "name": "workspace_operation_receipt_request_unique", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "request_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "workspace_operation_receipt_workspace_created_idx": { + "name": "workspace_operation_receipt_workspace_created_idx", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "created_at", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "workspace_operation_receipt_workspace_id_workspace_id_fk": { + "name": "workspace_operation_receipt_workspace_id_workspace_id_fk", + "tableFrom": "workspace_operation_receipt", + "tableTo": "workspace", + "columnsFrom": ["workspace_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.workspace_sandbox": { + "name": "workspace_sandbox", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "workspace_id": { + "name": "workspace_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "name": { + "name": "name", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "language": { + "name": "language", + "type": "sandbox_language", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "dependencies": { + "name": "dependencies", + "type": "jsonb", + "primaryKey": false, + "notNull": true, + "default": "'[]'::jsonb" + }, + "cli_tools": { + "name": "cli_tools", + "type": "jsonb", + "primaryKey": false, + "notNull": true, + "default": "'[]'::jsonb" + }, + "system_packages": { + "name": "system_packages", + "type": "jsonb", + "primaryKey": false, + "notNull": true, + "default": "'[]'::jsonb" + }, + "spec_hash": { + "name": "spec_hash", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "created_by": { + "name": "created_by", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "workspace_sandbox_workspace_name_unique": { + "name": "workspace_sandbox_workspace_name_unique", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "name", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "workspace_sandbox_spec_hash_idx": { + "name": "workspace_sandbox_spec_hash_idx", + "columns": [ + { + "expression": "spec_hash", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "workspace_sandbox_workspace_id_workspace_id_fk": { + "name": "workspace_sandbox_workspace_id_workspace_id_fk", + "tableFrom": "workspace_sandbox", + "tableTo": "workspace", + "columnsFrom": ["workspace_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "workspace_sandbox_created_by_user_id_fk": { + "name": "workspace_sandbox_created_by_user_id_fk", + "tableFrom": "workspace_sandbox", + "tableTo": "user", + "columnsFrom": ["created_by"], + "columnsTo": ["id"], + "onDelete": "set null", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.workspace_visit": { + "name": "workspace_visit", + "schema": "", + "columns": { + "user_id": { + "name": "user_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "workspace_id": { + "name": "workspace_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "visited_at": { + "name": "visited_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "workspace_visit_workspace_idx": { + "name": "workspace_visit_workspace_idx", + "columns": [ + { + "expression": "workspace_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "workspace_visit_user_id_user_id_fk": { + "name": "workspace_visit_user_id_user_id_fk", + "tableFrom": "workspace_visit", + "tableTo": "user", + "columnsFrom": ["user_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "workspace_visit_workspace_id_workspace_id_fk": { + "name": "workspace_visit_workspace_id_workspace_id_fk", + "tableFrom": "workspace_visit", + "tableTo": "workspace", + "columnsFrom": ["workspace_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": { + "workspace_visit_user_id_workspace_id_pk": { + "name": "workspace_visit_user_id_workspace_id_pk", + "columns": ["user_id", "workspace_id"] + } + }, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + } + }, + "enums": { + "public.background_work_kind": { + "name": "background_work_kind", + "schema": "public", + "values": ["deployment_side_effects", "fork_content_copy", "fork_sync", "fork_rollback"] + }, + "public.background_work_status_value": { + "name": "background_work_status_value", + "schema": "public", + "values": ["pending", "processing", "completed", "completed_with_warnings", "failed"] + }, + "public.billing_blocked_reason": { + "name": "billing_blocked_reason", + "schema": "public", + "values": ["payment_failed", "dispute"] + }, + "public.billing_entity_type": { + "name": "billing_entity_type", + "schema": "public", + "values": ["user", "organization"] + }, + "public.chat_type": { + "name": "chat_type", + "schema": "public", + "values": ["mothership", "copilot"] + }, + "public.copilot_async_tool_status": { + "name": "copilot_async_tool_status", + "schema": "public", + "values": ["pending", "running", "completed", "failed", "cancelled", "delivered"] + }, + "public.copilot_run_status": { + "name": "copilot_run_status", + "schema": "public", + "values": ["active", "paused_waiting_for_tool", "resuming", "complete", "error", "cancelled"] + }, + "public.copilot_tool_permission_decision": { + "name": "copilot_tool_permission_decision", + "schema": "public", + "values": ["allow", "allow_chat", "always_allow", "skip"] + }, + "public.credential_group_enrollment_status": { + "name": "credential_group_enrollment_status", + "schema": "public", + "values": ["invited", "delivery_failed", "in_progress", "completed", "revoked"] + }, + "public.credential_group_status": { + "name": "credential_group_status", + "schema": "public", + "values": ["active", "disabled"] + }, + "public.credential_member_role": { + "name": "credential_member_role", + "schema": "public", + "values": ["admin", "member"] + }, + "public.credential_member_status": { + "name": "credential_member_status", + "schema": "public", + "values": ["active", "pending", "revoked"] + }, + "public.credential_type": { + "name": "credential_type", + "schema": "public", + "values": [ + "oauth", + "managed_oauth", + "managed_mcp", + "env_workspace", + "env_personal", + "service_account", + "personal_token" + ] + }, + "public.data_drain_cadence": { + "name": "data_drain_cadence", + "schema": "public", + "values": ["hourly", "daily"] + }, + "public.data_drain_destination": { + "name": "data_drain_destination", + "schema": "public", + "values": [ + "s3", + "gcs", + "azure_blob", + "sentinel", + "datadog", + "bigquery", + "snowflake", + "webhook" + ] + }, + "public.data_drain_run_status": { + "name": "data_drain_run_status", + "schema": "public", + "values": ["running", "success", "failed"] + }, + "public.data_drain_run_trigger": { + "name": "data_drain_run_trigger", + "schema": "public", + "values": ["cron", "manual"] + }, + "public.data_drain_source": { + "name": "data_drain_source", + "schema": "public", + "values": ["workflow_logs", "job_logs", "audit_logs", "copilot_chats", "copilot_runs"] + }, + "public.execution_large_value_reference_source": { + "name": "execution_large_value_reference_source", + "schema": "public", + "values": ["execution_log", "paused_snapshot"] + }, + "public.folder_resource_type": { + "name": "folder_resource_type", + "schema": "public", + "values": ["workflow", "file", "knowledge_base", "table"] + }, + "public.invitation_kind": { + "name": "invitation_kind", + "schema": "public", + "values": ["organization", "workspace"] + }, + "public.invitation_membership_intent": { + "name": "invitation_membership_intent", + "schema": "public", + "values": ["internal", "external"] + }, + "public.invitation_status": { + "name": "invitation_status", + "schema": "public", + "values": ["pending", "accepted", "rejected", "cancelled", "expired"] + }, + "public.managed_oauth_credential_status": { + "name": "managed_oauth_credential_status", + "schema": "public", + "values": ["active", "needs_reauth", "revoked"] + }, + "public.permission_type": { + "name": "permission_type", + "schema": "public", + "values": ["admin", "write", "read"] + }, + "public.sandbox_image_status": { + "name": "sandbox_image_status", + "schema": "public", + "values": ["pending", "building", "ready", "failed"] + }, + "public.sandbox_language": { + "name": "sandbox_language", + "schema": "public", + "values": ["javascript", "python"] + }, + "public.secret_usage_scope": { + "name": "secret_usage_scope", + "schema": "public", + "values": ["workspace", "personal"] + }, + "public.secret_usage_source": { + "name": "secret_usage_source", + "schema": "public", + "values": ["workflow", "copilot", "mcp"] + }, + "public.upload_session_method": { + "name": "upload_session_method", + "schema": "public", + "values": ["put", "multipart"] + }, + "public.upload_session_provider": { + "name": "upload_session_provider", + "schema": "public", + "values": ["local", "s3", "blob", "gcs"] + }, + "public.upload_session_purpose": { + "name": "upload_session_purpose", + "schema": "public", + "values": [ + "workspace_file", + "project_file", + "table_import", + "knowledge_import", + "knowledge_document", + "profile_picture", + "workspace_logo", + "organization_logo", + "mothership_attachment", + "execution_attachment" + ] + }, + "public.upload_session_status": { + "name": "upload_session_status", + "schema": "public", + "values": [ + "uploading", + "completing", + "finalizing", + "completed", + "aborting", + "aborted", + "failed", + "expired" + ] + }, + "public.usage_log_category": { + "name": "usage_log_category", + "schema": "public", + "values": ["model", "fixed", "tool", "model_unbilled"] + }, + "public.usage_log_source": { + "name": "usage_log_source", + "schema": "public", + "values": [ + "workflow", + "wand", + "copilot", + "workspace-chat", + "mcp_copilot", + "mothership_block", + "knowledge-base", + "voice-input", + "enrichment", + "voice-output", + "api-tool", + "workflow-test" + ] + }, + "public.workspace_file_search_index_status": { + "name": "workspace_file_search_index_status", + "schema": "public", + "values": ["pending", "ready", "skipped", "failed"] + }, + "public.workspace_file_version_source": { + "name": "workspace_file_version_source", + "schema": "public", + "values": ["upload", "user", "api", "copilot", "workflow", "collab", "revert", "unknown"] + }, + "public.workspace_fork_promote_direction": { + "name": "workspace_fork_promote_direction", + "schema": "public", + "values": ["push", "pull"] + }, + "public.workspace_fork_resource_type": { + "name": "workspace_fork_resource_type", + "schema": "public", + "values": [ + "workflow", + "oauth_credential", + "service_account_credential", + "env_var", + "table", + "knowledge_base", + "knowledge_document", + "file", + "file_folder", + "mcp_server", + "workflow_mcp_server", + "custom_block", + "custom_tool", + "skill", + "sandbox" + ] + }, + "public.workspace_mode": { + "name": "workspace_mode", + "schema": "public", + "values": ["personal", "organization", "grandfathered_shared"] + } + }, + "schemas": {}, + "sequences": { + "public.copilot_async_tool_calls_persist_seq": { + "name": "copilot_async_tool_calls_persist_seq", + "schema": "public", + "increment": "1", + "startWith": "1", + "minValue": "1", + "maxValue": "9223372036854775807", + "cache": "1", + "cycle": false + } + }, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} diff --git a/packages/db/migrations/meta/_journal.json b/packages/db/migrations/meta/_journal.json index a690edbfdfd..656fe54cb34 100644 --- a/packages/db/migrations/meta/_journal.json +++ b/packages/db/migrations/meta/_journal.json @@ -3144,6 +3144,20 @@ "when": 1793468144157, "tag": "0449_retire_search_projection_writes", "breakpoints": true + }, + { + "idx": 450, + "version": "7", + "when": 1793730322034, + "tag": "0450_people_directory_sync", + "breakpoints": true + }, + { + "idx": 451, + "version": "7", + "when": 1793732735942, + "tag": "0451_people_scim_change", + "breakpoints": true } ] } diff --git a/packages/db/schema.ts b/packages/db/schema.ts index e2d5582dc81..3650c80fd15 100644 --- a/packages/db/schema.ts +++ b/packages/db/schema.ts @@ -2009,6 +2009,113 @@ export const memberProfile = pgTable( ] ) +/** The single authoritative People source and its fenced synchronization lease for one organization. */ +export const peopleDirectorySync = pgTable( + 'people_directory_sync', + { + organizationId: text('organization_id') + .primaryKey() + .references(() => organization.id, { onDelete: 'cascade' }), + source: text('source').$type<'okta' | 'entra' | 'scim'>().notNull(), + sourceTarget: text('source_target').notNull(), + clientId: text('client_id'), + encryptedCredential: text('encrypted_credential'), + configuredBy: text('configured_by').references(() => user.id, { onDelete: 'set null' }), + leaseToken: text('lease_token'), + leaseExpiresAt: timestamp('lease_expires_at'), + runId: text('run_id'), + runStartedAt: timestamp('run_started_at'), + phase: text('phase').$type<'users' | 'relationships' | 'publish'>(), + cursor: text('cursor'), + usersRead: integer('users_read').notNull().default(0), + retryCount: integer('retry_count').notNull().default(0), + nextSyncAt: timestamp('next_sync_at').notNull().defaultNow(), + lastAttemptAt: timestamp('last_attempt_at'), + lastSuccessAt: timestamp('last_success_at'), + lastFailedAt: timestamp('last_failed_at'), + lastError: text('last_error'), + }, + (table) => [index('people_directory_sync_due_idx').on(table.nextSyncAt)] +) + +/** Coalesces provisioning changes independently of the worker's long-held publication lock. */ +export const peopleDirectoryScimChange = pgTable('people_directory_scim_change', { + organizationId: text('organization_id') + .primaryKey() + .references(() => organization.id, { onDelete: 'cascade' }), + changedAt: timestamp('changed_at').notNull().defaultNow(), +}) + +/** Source identities live independently of accounts, memberships, seats, and access grants. */ +export const peopleDirectoryEntry = pgTable( + 'people_directory_entry', + { + id: text('id').primaryKey(), + organizationId: text('organization_id') + .notNull() + .references(() => peopleDirectorySync.organizationId, { onDelete: 'cascade' }), + source: text('source').$type<'okta' | 'entra' | 'scim'>().notNull(), + externalId: text('external_id').notNull(), + email: text('email').notNull(), + name: text('name').notNull(), + title: text('title'), + department: text('department'), + location: text('location'), + managerExternalId: text('manager_external_id'), + createdAt: timestamp('created_at').notNull().defaultNow(), + }, + (table) => [ + uniqueIndex('people_directory_entry_source_id_idx').on(table.organizationId, table.externalId), + index('people_directory_entry_email_idx').on(table.organizationId, table.email), + index('people_directory_entry_manager_idx').on(table.organizationId, table.managerExternalId), + ] +) + +/** A private working generation. Only a complete generation may replace the public People entries. */ +export const peopleDirectoryStage = pgTable( + 'people_directory_stage', + { + organizationId: text('organization_id') + .notNull() + .references(() => peopleDirectorySync.organizationId, { onDelete: 'cascade' }), + runId: text('run_id').notNull(), + externalId: text('external_id').notNull(), + proposedId: text('proposed_id').notNull(), + email: text('email').notNull(), + name: text('name').notNull(), + title: text('title'), + department: text('department'), + location: text('location'), + managerExternalId: text('manager_external_id'), + reportsCursor: text('reports_cursor'), + reportsComplete: boolean('reports_complete').notNull().default(false), + }, + (table) => [ + primaryKey({ columns: [table.organizationId, table.runId, table.externalId] }), + uniqueIndex('people_directory_stage_email_idx').on( + table.organizationId, + table.runId, + table.email + ), + index('people_directory_stage_pending_idx') + .on(table.organizationId, table.runId, table.externalId) + .where(sql`NOT ${table.reportsComplete}`), + ] +) + +/** Stores hashes of processed user-list and direct-report cursors to detect replays. */ +export const peopleDirectoryPage = pgTable( + 'people_directory_page', + { + organizationId: text('organization_id') + .notNull() + .references(() => peopleDirectorySync.organizationId, { onDelete: 'cascade' }), + runId: text('run_id').notNull(), + pageHash: text('page_hash').notNull(), + }, + (table) => [primaryKey({ columns: [table.organizationId, table.runId, table.pageHash] })] +) + /** * Per-member usage limit (in dollars) scoped to a single organization. * diff --git a/packages/emcn/src/components/combobox/combobox.tsx b/packages/emcn/src/components/combobox/combobox.tsx index 930735c1105..7f1e2fcbb00 100644 --- a/packages/emcn/src/components/combobox/combobox.tsx +++ b/packages/emcn/src/components/combobox/combobox.tsx @@ -128,6 +128,8 @@ export interface ComboboxProps onArrowLeft?: () => void /** Enable search input in dropdown (useful for multiselect) */ searchable?: boolean + /** Server search receives the input through onSearchChange and supplies the matching options. */ + searchMode?: 'local' | 'server' /** * Notified when the dropdown's search box changes value, including the `''` a * select, close, Escape, or ArrowLeft resets it to. Deduped, so an already-empty @@ -137,12 +139,13 @@ export interface ComboboxProps * This is the `searchable` search box only. In `editable` mode the typed text * arrives via `onChange`, not here. * - * Client-side filtering of `options` is unaffected — this is an additional - * signal for consumers that also resolve matches server-side. + * In local mode the combobox filters the options. In server mode the consumer + * supplies matches for the current search. */ onSearchChange?: (query: string) => void /** Placeholder for search input */ searchPlaceholder?: string + searchMaxLength?: number /** Size variant */ size?: 'sm' | 'md' /** Dropdown alignment */ @@ -208,8 +211,10 @@ const Combobox = memo( onOpenChange, onArrowLeft, searchable = false, + searchMode = 'local', onSearchChange, searchPlaceholder = 'Search...', + searchMaxLength, align = 'start', dropdownWidth = 'trigger', disablePortal = false, @@ -392,7 +397,7 @@ const Combobox = memo( } } - if (searchable && searchQuery) { + if (searchable && searchMode === 'local' && searchQuery) { const query = searchQuery.toLowerCase() result = result.filter((option) => { const label = option.label.toLowerCase() @@ -402,7 +407,7 @@ const Combobox = memo( } return result - }, [allOptions, value, open, filterOptions, searchable, searchQuery]) + }, [allOptions, value, open, filterOptions, searchable, searchMode, searchQuery]) /** * Filter groups based on search query (preserves group structure) @@ -417,7 +422,7 @@ const Combobox = memo( })) .filter((group) => group.items.length > 0) - if (!searchable || !searchQuery) return baseGroups + if (!searchable || searchMode === 'server' || !searchQuery) return baseGroups const query = searchQuery.toLowerCase() return baseGroups @@ -430,7 +435,7 @@ const Combobox = memo( }), })) .filter((group) => group.items.length > 0) - }, [groups, searchable, searchQuery]) + }, [groups, searchable, searchMode, searchQuery]) const virtualizeOptions = !filteredGroups && !showAllOption && filteredOptions.length >= VIRTUALIZE_OPTION_THRESHOLD @@ -441,11 +446,10 @@ const Combobox = memo( overscan: 8, }) const hasActiveSearch = searchActive || (searchable && searchQuery.trim().length > 0) - const continuationAction = hasActiveSearch ? (onLoadAll ?? onLoadMore) : onLoadMore - const continuationLabel = hasActiveSearch ? 'Search all options' : 'Load more' - const continuationLoadingLabel = hasActiveSearch - ? 'Searching options...' - : 'Loading options...' + const searchAll = hasActiveSearch && Boolean(onLoadAll) + const continuationAction = searchAll ? onLoadAll : onLoadMore + const continuationLabel = searchAll ? 'Search all options' : 'Load more' + const continuationLoadingLabel = searchAll ? 'Searching options...' : 'Loading options...' /** * Handles selection of an option. In editable mode the input is blurred on @@ -941,6 +945,7 @@ const Combobox = memo( ref={searchInputRef} className={MENU_STYLES.searchInput} placeholder={searchPlaceholder} + maxLength={searchMaxLength} value={searchQuery} onChange={(e) => updateSearchQuery(e.target.value)} onKeyDown={(e) => { diff --git a/packages/testing/src/mocks/schema-tables.generated.ts b/packages/testing/src/mocks/schema-tables.generated.ts index 4e760043c7c..5e3dc56dd62 100644 --- a/packages/testing/src/mocks/schema-tables.generated.ts +++ b/packages/testing/src/mocks/schema-tables.generated.ts @@ -461,6 +461,56 @@ export const GENERATED_SCHEMA_TABLES = { 'updatedBy', 'updatedAt', ], + peopleDirectorySync: [ + 'organizationId', + 'source', + 'sourceTarget', + 'clientId', + 'encryptedCredential', + 'configuredBy', + 'leaseToken', + 'leaseExpiresAt', + 'runId', + 'runStartedAt', + 'phase', + 'cursor', + 'usersRead', + 'retryCount', + 'nextSyncAt', + 'lastAttemptAt', + 'lastSuccessAt', + 'lastFailedAt', + 'lastError', + ], + peopleDirectoryScimChange: ['organizationId', 'changedAt'], + peopleDirectoryEntry: [ + 'id', + 'organizationId', + 'source', + 'externalId', + 'email', + 'name', + 'title', + 'department', + 'location', + 'managerExternalId', + 'createdAt', + ], + peopleDirectoryStage: [ + 'organizationId', + 'runId', + 'externalId', + 'proposedId', + 'email', + 'name', + 'title', + 'department', + 'location', + 'managerExternalId', + 'reportsCursor', + 'reportsComplete', + ], + peopleDirectoryPage: ['organizationId', 'runId', 'pageHash'], organizationMemberUsageLimit: [ 'id', 'organizationId', diff --git a/scripts/check-migrations-safety.test.ts b/scripts/check-migrations-safety.test.ts index 9651df77316..806d2c8f290 100644 --- a/scripts/check-migrations-safety.test.ts +++ b/scripts/check-migrations-safety.test.ts @@ -1,5 +1,5 @@ import { execFile } from 'node:child_process' -import { mkdtempSync, rmSync, writeFileSync } from 'node:fs' +import { copyFileSync, mkdirSync, mkdtempSync, rmSync, writeFileSync } from 'node:fs' import { tmpdir } from 'node:os' import path from 'node:path' import { promisify } from 'node:util' @@ -274,9 +274,31 @@ describe('migration safety audit', () => { }, 30_000) it('passes against a real base ref with no new migrations', async () => { - const { code, stdout } = await runAudit('HEAD') - - expect(code).toBe(0) + const repo = mkdtempSync(path.join(tmpdir(), 'migration-clean-repo-')) + tempDirs.push(repo) + const script = path.join(repo, 'scripts', path.basename(SCRIPT)) + mkdirSync(path.dirname(script)) + copyFileSync(SCRIPT, script) + await execFileAsync('git', ['init', '--quiet'], { cwd: repo }) + await execFileAsync('git', ['add', 'scripts'], { cwd: repo }) + await execFileAsync( + 'git', + [ + '-c', + 'user.name=Fixture', + '-c', + 'user.email=fixture@example.test', + '-c', + 'core.hooksPath=/dev/null', + 'commit', + '--no-gpg-sign', + '--quiet', + '-m', + 'Fixture baseline', + ], + { cwd: repo } + ) + const { stdout } = await execFileAsync('bun', ['run', script, 'HEAD'], { cwd: repo }) expect(stdout).toContain('No new migrations to check') }, 30_000) }) diff --git a/scripts/check-unused-exports.baseline.json b/scripts/check-unused-exports.baseline.json index 826770493e5..78f7592cff0 100644 --- a/scripts/check-unused-exports.baseline.json +++ b/scripts/check-unused-exports.baseline.json @@ -4183,7 +4183,6 @@ "apps/sim/lib/core/async-jobs/index.ts#getCurrentBackendType", "apps/sim/lib/core/async-jobs/index.ts#resetJobQueueCache", "apps/sim/lib/core/async-jobs/types.ts#AsyncExecutionCorrelationSource", - "apps/sim/lib/core/config/feature-flags.ts#FeatureFlagRule", "apps/sim/lib/core/http/classes.ts#DELIVERY_CLASSES", "apps/sim/lib/core/http/classes.ts#DeliveryClass", "apps/sim/lib/core/http/classes.ts#DeliveryDeclaration",