From dd4b2b3fabeb0b09f654ab096e73e13426e154e6 Mon Sep 17 00:00:00 2001 From: Waleed Latif Date: Sat, 31 Oct 2026 01:39:13 -0700 Subject: [PATCH 1/5] feat(people): organization People page with profiles, reporting lines, and people-data import --- .github/scripts/http-e2e.sh | 6 + apps/docs/content/docs/search/meta.json | 1 + apps/docs/content/docs/search/people.mdx | 43 + .../[id]/people/[memberId]/route.ts | 38 + .../[id]/people/departments/route.ts | 20 + .../organizations/[id]/people/import/route.ts | 20 + .../api/organizations/[id]/people/route.ts | 46 + .../organization-sidebar/navigation.ts | 8 +- .../organization-sidebar.tsx | 3 + apps/sim/app/o/[organizationId]/layout.tsx | 4 + .../o/[organizationId]/links/sim-links.tsx | 8 +- .../people/[memberId]/loading.tsx | 5 + .../people/[memberId]/page.tsx | 27 + .../people/[memberId]/person-modal.tsx | 157 + .../people/[memberId]/person.tsx | 191 + .../app/o/[organizationId]/people/columns.ts | 15 + .../app/o/[organizationId]/people/loading.tsx | 17 + .../app/o/[organizationId]/people/page.tsx | 27 + .../people/people-import-modal.tsx | 217 + .../app/o/[organizationId]/people/people.tsx | 170 + .../[organizationId]/people/search-params.ts | 12 + .../components/resource-empty-state/index.ts | 1 + .../resource-load-error.tsx | 16 + apps/sim/hooks/queries/people.ts | 96 + apps/sim/lib/api/contracts/people.ts | 119 + apps/sim/lib/api/server/people-presenters.ts | 6 + apps/sim/lib/core/config/env.ts | 1 + apps/sim/lib/core/config/feature-flags.ts | 5 + .../lib/mothership/generated/docs-manifest.ts | 1 + apps/sim/lib/navigation/paths.ts | 2 + apps/sim/lib/people/application/operations.ts | 45 + apps/sim/lib/people/application/use-cases.ts | 187 + apps/sim/lib/people/feature-flag.ts | 12 + apps/sim/lib/people/import.test.ts | 325 + apps/sim/lib/people/import.ts | 256 + apps/sim/lib/people/repository.ts | 325 + apps/sim/lib/people/validation.ts | 60 + apps/sim/package.json | 1 + apps/sim/scripts/test-people-e2e.ts | 365 + packages/audit/src/types.ts | 2 + .../db/migrations/0448_member_profiles.sql | 17 + .../db/migrations/meta/0448_snapshot.json | 31843 ++++++++++++++++ packages/db/migrations/meta/_journal.json | 7 + packages/db/schema.ts | 29 + packages/testing/src/mocks/audit.mock.ts | 2 + .../src/mocks/schema-tables.generated.ts | 10 + scripts/check-unused-exports.baseline.json | 1 - 47 files changed, 34761 insertions(+), 8 deletions(-) create mode 100644 apps/docs/content/docs/search/people.mdx create mode 100644 apps/sim/app/api/organizations/[id]/people/[memberId]/route.ts create mode 100644 apps/sim/app/api/organizations/[id]/people/departments/route.ts create mode 100644 apps/sim/app/api/organizations/[id]/people/import/route.ts create mode 100644 apps/sim/app/api/organizations/[id]/people/route.ts create mode 100644 apps/sim/app/o/[organizationId]/people/[memberId]/loading.tsx create mode 100644 apps/sim/app/o/[organizationId]/people/[memberId]/page.tsx create mode 100644 apps/sim/app/o/[organizationId]/people/[memberId]/person-modal.tsx create mode 100644 apps/sim/app/o/[organizationId]/people/[memberId]/person.tsx create mode 100644 apps/sim/app/o/[organizationId]/people/columns.ts create mode 100644 apps/sim/app/o/[organizationId]/people/loading.tsx create mode 100644 apps/sim/app/o/[organizationId]/people/page.tsx create mode 100644 apps/sim/app/o/[organizationId]/people/people-import-modal.tsx create mode 100644 apps/sim/app/o/[organizationId]/people/people.tsx create mode 100644 apps/sim/app/o/[organizationId]/people/search-params.ts create mode 100644 apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/resource-load-error.tsx create mode 100644 apps/sim/hooks/queries/people.ts create mode 100644 apps/sim/lib/api/contracts/people.ts create mode 100644 apps/sim/lib/api/server/people-presenters.ts create mode 100644 apps/sim/lib/people/application/operations.ts create mode 100644 apps/sim/lib/people/application/use-cases.ts create mode 100644 apps/sim/lib/people/feature-flag.ts create mode 100644 apps/sim/lib/people/import.test.ts create mode 100644 apps/sim/lib/people/import.ts create mode 100644 apps/sim/lib/people/repository.ts create mode 100644 apps/sim/lib/people/validation.ts create mode 100644 apps/sim/scripts/test-people-e2e.ts create mode 100644 packages/db/migrations/0448_member_profiles.sql create mode 100644 packages/db/migrations/meta/0448_snapshot.json diff --git a/.github/scripts/http-e2e.sh b/.github/scripts/http-e2e.sh index ab384903c0d..3443959ef4d 100755 --- a/.github/scripts/http-e2e.sh +++ b/.github/scripts/http-e2e.sh @@ -145,6 +145,7 @@ case "$group" in export DB_TX_TRIPWIRE=throw export NEXT_PUBLIC_CHAT_DISABLED=true export SIM_LINKS=true + export PEOPLE=true start_app scim 3017 SCIM record-http-status SCIM_E2E_BASE_URL="$local_app_url" \ SCIM_E2E_DATABASE_URL="$DATABASE_URL" \ @@ -161,6 +162,11 @@ case "$group" in SIM_LINKS_E2E_AUTH_SECRET="$BETTER_AUTH_SECRET" \ SIM_LINKS_E2E_REPORT_PATH="$report_dir/sim-links-e2e-report.json" \ bun run test:sim-links:e2e + PEOPLE_E2E_BASE_URL="$local_app_url" \ + PEOPLE_E2E_DATABASE_URL="$DATABASE_URL" \ + PEOPLE_E2E_AUTH_SECRET="$BETTER_AUTH_SECRET" \ + PEOPLE_E2E_REPORT_PATH="$report_dir/people-e2e-report.json" \ + bun run test:people:e2e ;; # The search suites serve their own fixtures in-process and need no app. They share this group diff --git a/apps/docs/content/docs/search/meta.json b/apps/docs/content/docs/search/meta.json index 66eea5c9a92..7702e85f480 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 b/apps/docs/content/docs/search/people.mdx new file mode 100644 index 00000000000..e4a168f1798 --- /dev/null +++ b/apps/docs/content/docs/search/people.mdx @@ -0,0 +1,43 @@ +--- +title: People +description: Your organization's people, with titles, departments, locations, and who reports to whom +--- + +**People** in the organization sidebar lists everyone active in your organization. Search by name, email, title, department, or location, or filter by department. Select a person to see their profile, the managers above them, and the people who report to them. + +Organization admins keep this information up to date by importing it from your HR system or editing a profile. + +## Import people data + +1. Export your people from your HR system as CSV or Excel. +2. Open **People** and select **Import**, then choose the file. +3. Review the preview, then select **Import**. + +Each row is matched to a member by email. The file needs an `email` column and any of: + +| Column | Also recognized as | +| --- | --- | +| `title` | `job title`, `position` | +| `department` | `dept` | +| `location` | `office`; or `city`, `state`, and `country`, which are combined | +| `start_date` | `hire date`. Use `2024-01-31` or `1/31/2024`. | +| `manager_email` | `manager`, `reports to`, `supervisor`. Use the manager's email. | + +**Download template** in the import dialog gives a file with these columns. + +- A column the file includes replaces that field for every listed person; a blank cell clears it. A column the file leaves out is not changed. +- Rows are skipped when the person isn't a member, the email or date is invalid, a title, department, or location is over 200 characters, the person is named as their own manager, or an earlier row already updated the same person. The preview lists the first 200 issues with their row numbers. +- A manager who isn't a member, or who would make a reporting loop, is left as it was, and the preview says so. +- Nothing changes until you confirm the preview. Import up to 10,000 rows at a time. + +## Edit a profile + +Organization admins can open a person and select **Edit** to change their title, department, location, start date, or manager. + +When someone leaves your organization, their profile is removed, and anyone who reported to them no longer has a manager recorded. + +Imports and edits are recorded in your organization's [audit logs](/platform/enterprise/audit-logs). + +## Related docs + +- [Sim Links](/search/sim-links) diff --git a/apps/sim/app/api/organizations/[id]/people/[memberId]/route.ts b/apps/sim/app/api/organizations/[id]/people/[memberId]/route.ts new file mode 100644 index 00000000000..1b0a8d35a54 --- /dev/null +++ b/apps/sim/app/api/organizations/[id]/people/[memberId]/route.ts @@ -0,0 +1,38 @@ +import { getPersonContract, updatePersonContract } from '@/lib/api/contracts/people' +import { presentPerson } from '@/lib/api/server/people-presenters' +import { + defineInternalJsonRoute, + internalOrchestrationErrorPolicy, + internalRateLimits, + internalSessionAuth, +} from '@/lib/api/server/routes' +import { getPerson, updatePerson } from '@/lib/people/application/use-cases' + +const policy = { + auth: internalSessionAuth, + rateLimit: internalRateLimits.user({ bucketName: 'people' }), + errorPolicy: internalOrchestrationErrorPolicy, + staticResponseHeaders: { 'Cache-Control': 'private, no-store' }, +} + +export const GET = defineInternalJsonRoute({ + ...policy, + contract: getPersonContract, + operation: getPerson.operation, + useCase: getPerson, + mapInput: ({ params }) => ({ organizationId: params.id, memberId: params.memberId }), + present: ({ person, chain, reports }) => ({ person: presentPerson(person), chain, reports }), +}) + +export const PUT = defineInternalJsonRoute({ + ...policy, + contract: updatePersonContract, + operation: updatePerson.operation, + useCase: updatePerson, + mapInput: ({ params, body }) => ({ + organizationId: params.id, + memberId: params.memberId, + ...body, + }), + present: (person) => ({ 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 new file mode 100644 index 00000000000..8aa92682b86 --- /dev/null +++ b/apps/sim/app/api/organizations/[id]/people/departments/route.ts @@ -0,0 +1,20 @@ +import { listDepartmentsContract } from '@/lib/api/contracts/people' +import { + defineInternalJsonRoute, + internalOrchestrationErrorPolicy, + internalRateLimits, + internalSessionAuth, +} from '@/lib/api/server/routes' +import { listDepartments } from '@/lib/people/application/use-cases' + +export const GET = defineInternalJsonRoute({ + contract: listDepartmentsContract, + operation: listDepartments.operation, + useCase: listDepartments, + auth: internalSessionAuth, + rateLimit: internalRateLimits.user({ bucketName: 'people' }), + errorPolicy: internalOrchestrationErrorPolicy, + staticResponseHeaders: { 'Cache-Control': 'private, no-store' }, + mapInput: ({ params }) => ({ organizationId: params.id }), + present: (departments) => ({ departments }), +}) diff --git a/apps/sim/app/api/organizations/[id]/people/import/route.ts b/apps/sim/app/api/organizations/[id]/people/import/route.ts new file mode 100644 index 00000000000..5b335e9d2ff --- /dev/null +++ b/apps/sim/app/api/organizations/[id]/people/import/route.ts @@ -0,0 +1,20 @@ +import { importPeopleContract } from '@/lib/api/contracts/people' +import { + defineInternalJsonRoute, + internalOrchestrationErrorPolicy, + internalRateLimits, + internalSessionAuth, +} from '@/lib/api/server/routes' +import { importPeople } from '@/lib/people/application/use-cases' + +export const POST = defineInternalJsonRoute({ + contract: importPeopleContract, + operation: importPeople.operation, + useCase: importPeople, + auth: internalSessionAuth, + rateLimit: internalRateLimits.user({ bucketName: 'people-import' }), + errorPolicy: internalOrchestrationErrorPolicy, + staticResponseHeaders: { 'Cache-Control': 'private, no-store' }, + mapInput: ({ params, body }) => ({ organizationId: params.id, ...body }), + present: (result) => result, +}) diff --git a/apps/sim/app/api/organizations/[id]/people/route.ts b/apps/sim/app/api/organizations/[id]/people/route.ts new file mode 100644 index 00000000000..2baa4032bff --- /dev/null +++ b/apps/sim/app/api/organizations/[id]/people/route.ts @@ -0,0 +1,46 @@ +import { listPeopleContract } from '@/lib/api/contracts/people' +import { cursorRoute, cursorScopeKey } from '@/lib/api/cursor-binding' +import { presentPerson } from '@/lib/api/server/people-presenters' +import { + defineInternalJsonRoute, + internalOrchestrationErrorPolicy, + internalRateLimits, + internalSessionAuth, +} from '@/lib/api/server/routes' +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 }) +} + +export const GET = defineInternalJsonRoute({ + contract: listPeopleContract, + operation: listPeople.operation, + useCase: listPeople, + auth: internalSessionAuth, + rateLimit: internalRateLimits.user({ bucketName: 'people' }), + errorPolicy: internalOrchestrationErrorPolicy, + staticResponseHeaders: { 'Cache-Control': 'private, no-store' }, + mapInput: ({ params, query }) => ({ + organizationId: params.id, + search: query.search, + department: query.department, + cursorKeys: readSortedCursor( + query.cursor, + 'name', + 'asc', + cursorScope(params.id, query.search, query.department) + ), + }), + present: ({ data, nextCursorKeys }, { input }) => ({ + people: data.map(presentPerson), + nextCursor: writeSortedCursor( + nextCursorKeys, + 'name', + 'asc', + cursorScope(input.organizationId, input.search, input.department) + ), + }), +}) diff --git a/apps/sim/app/o/[organizationId]/components/organization-sidebar/navigation.ts b/apps/sim/app/o/[organizationId]/components/organization-sidebar/navigation.ts index 107ff9181e1..68cf01d3b59 100644 --- a/apps/sim/app/o/[organizationId]/components/organization-sidebar/navigation.ts +++ b/apps/sim/app/o/[organizationId]/components/organization-sidebar/navigation.ts @@ -1,8 +1,8 @@ -import { ChartColumn, Home, Integration, Link, Search } from '@sim/emcn/icons' +import { ChartColumn, Home, Integration, Link, Search, Users } from '@sim/emcn/icons' import { organizationRoutes } from '@/lib/navigation/paths' import type { SidebarNavItemData } from '@/app/workspace/[workspaceId]/w/components/sidebar/components' -type OrganizationNavRoute = 'home' | 'search' | 'integrations' | 'simLinks' | 'benchmark' +type OrganizationNavRoute = 'home' | 'search' | 'people' | 'integrations' | 'simLinks' | 'benchmark' interface OrganizationNavEntry { id: string @@ -18,6 +18,7 @@ interface OrganizationNavEntry { const ORGANIZATION_NAV_ENTRIES: readonly OrganizationNavEntry[] = [ { id: 'home', label: 'Home', icon: Home, route: 'home' }, { id: 'search', label: 'Search', icon: Search, route: 'search' }, + { id: 'people', label: 'People', icon: Users, route: 'people' }, { id: 'integrations', label: 'Integrations', icon: Integration, route: 'integrations' }, { id: 'sim-links', label: 'Sim Links', icon: Link, route: 'simLinks' }, { id: 'benchmark', label: 'Benchmark', icon: ChartColumn, route: 'benchmark' }, @@ -28,6 +29,7 @@ interface OrganizationNavAvailability { mothershipAvailable: boolean benchmarkEnabled?: boolean simLinksEnabled?: boolean + peopleEnabled?: boolean } export function buildOrganizationNavItems( @@ -37,12 +39,14 @@ export function buildOrganizationNavItems( mothershipAvailable, benchmarkEnabled = false, simLinksEnabled = false, + peopleEnabled = false, }: OrganizationNavAvailability ): SidebarNavItemData[] { const routes = organizationRoutes(organizationId) const available: Record = { home: mothershipAvailable, search: searchAvailable, + people: peopleEnabled, integrations: searchAvailable, simLinks: simLinksEnabled, benchmark: benchmarkEnabled, diff --git a/apps/sim/app/o/[organizationId]/components/organization-sidebar/organization-sidebar.tsx b/apps/sim/app/o/[organizationId]/components/organization-sidebar/organization-sidebar.tsx index 4cdbc16426d..e465ddbc458 100644 --- a/apps/sim/app/o/[organizationId]/components/organization-sidebar/organization-sidebar.tsx +++ b/apps/sim/app/o/[organizationId]/components/organization-sidebar/organization-sidebar.tsx @@ -58,6 +58,7 @@ interface OrganizationChatsProps interface OrganizationSidebarProps { benchmarkEnabled?: boolean simLinksEnabled?: boolean + peopleEnabled?: boolean } function OrganizationChats({ organizationId, ...props }: OrganizationChatsProps) { @@ -77,6 +78,7 @@ function OrganizationChats({ organizationId, ...props }: OrganizationChatsProps) export const OrganizationSidebar = memo(function OrganizationSidebar({ benchmarkEnabled = false, simLinksEnabled = false, + peopleEnabled = false, }: OrganizationSidebarProps) { const { isCollapsed: railCollapsed, isPeeking, onToggle: toggleCollapsed } = useSidebarChrome() /** The peek card always renders the expanded layout, whatever the rail's state. */ @@ -103,6 +105,7 @@ export const OrganizationSidebar = memo(function OrganizationSidebar({ mothershipAvailable: canUseHome, benchmarkEnabled, simLinksEnabled, + peopleEnabled, }) const settingsPath = organizationRoutes(organization.id).settings const isSettings = pathname === settingsPath || pathname?.startsWith(`${settingsPath}/`) diff --git a/apps/sim/app/o/[organizationId]/layout.tsx b/apps/sim/app/o/[organizationId]/layout.tsx index 390471c2a26..5f3a796fd83 100644 --- a/apps/sim/app/o/[organizationId]/layout.tsx +++ b/apps/sim/app/o/[organizationId]/layout.tsx @@ -12,6 +12,7 @@ import { isDashboardsEnabled } from '@/lib/dashboards/feature-flag' import { isMothershipModelSelectorEnabled } from '@/lib/mothership/feature-flags' import { organizationRoutes, WORKSPACE_SETTINGS_PATH } from '@/lib/navigation/paths' import { getOrganizationSurfaceContext } from '@/lib/organizations/surface' +import { isPeopleEnabled } from '@/lib/people/feature-flag' import { isProjectsEnabled } from '@/lib/projects/rollout.server' import { isSimLinksEnabled } from '@/lib/sim-links/feature-flag' import { isWorkflowTestsEnabled } from '@/lib/workflow-tests/feature-flag' @@ -77,6 +78,7 @@ export default async function OrganizationLayout({ changelogEnabled, projectsEnabled, simLinksEnabled, + peopleEnabled, ] = await Promise.all([ prefetchOrganizationSidebar( queryClient, @@ -95,6 +97,7 @@ export default async function OrganizationLayout({ isChangelogEnabled(organizationId), isProjectsEnabled(), isSimLinksEnabled(organizationId), + isPeopleEnabled(organizationId), ]) const initialSidebarCollapsed = cookieStore.get('sidebar_collapsed')?.value === '1' @@ -123,6 +126,7 @@ export default async function OrganizationLayout({ } initialSidebarCollapsed={initialSidebarCollapsed} diff --git a/apps/sim/app/o/[organizationId]/links/sim-links.tsx b/apps/sim/app/o/[organizationId]/links/sim-links.tsx index a0407046721..74ae9ef5214 100644 --- a/apps/sim/app/o/[organizationId]/links/sim-links.tsx +++ b/apps/sim/app/o/[organizationId]/links/sim-links.tsx @@ -1,7 +1,7 @@ 'use client' import { useMemo, useState } from 'react' -import { Avatar, Chip, ChipConfirmModal, ChipModalError, writeTextToClipboard } from '@sim/emcn' +import { Avatar, ChipConfirmModal, ChipModalError, writeTextToClipboard } from '@sim/emcn' import { Link } from '@sim/emcn/icons' import { createLogger } from '@sim/logger' import { useQueryStates } from 'nuqs' @@ -23,6 +23,7 @@ import { SimLinkContextMenu } from '@/app/o/[organizationId]/links/sim-link-cont import { SimLinkIcon } from '@/app/o/[organizationId]/links/sim-link-icon' import { SimLinkModal } from '@/app/o/[organizationId]/links/sim-link-modal' import { + ResourceLoadError, ResourceNoResults, SimLinksEmptyState, } from '@/app/workspace/[workspaceId]/components/resource/components/resource-empty-state' @@ -157,10 +158,7 @@ export function SimLinks({ organizationId }: SimLinksProps) { loadMoreFailed={links.isFetchNextPageError} emptyState={ links.isLoadingError ? ( -
-

{links.error.message}

- void links.refetch()}>Retry -
+ void links.refetch()} /> ) : query ? ( +} diff --git a/apps/sim/app/o/[organizationId]/people/[memberId]/page.tsx b/apps/sim/app/o/[organizationId]/people/[memberId]/page.tsx new file mode 100644 index 00000000000..19227dcf579 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/[memberId]/page.tsx @@ -0,0 +1,27 @@ +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 { Person } from '@/app/o/[organizationId]/people/[memberId]/person' + +export const metadata: Metadata = { title: 'People' } + +interface PersonPageProps { + params: Promise<{ organizationId: string; memberId: string }> +} + +export default async function PersonPage({ params }: PersonPageProps) { + const { organizationId, memberId } = await params + const session = await getSession() + if (!session?.user) + redirect( + buildAuthCrossLink('/login', { + callbackUrl: organizationRoutes(organizationId).person(memberId), + isInviteFlow: false, + }) + ) + if (!(await isPeopleEnabled(organizationId))) notFound() + 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 new file mode 100644 index 00000000000..a9502f16f67 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/[memberId]/person-modal.tsx @@ -0,0 +1,157 @@ +'use client' + +import { useState } from 'react' +import { + Chip, + ChipCombobox, + ChipDatePicker, + ChipModal, + ChipModalBody, + ChipModalError, + ChipModalField, + ChipModalFooter, + ChipModalHeader, +} 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' + +type TextField = 'title' | 'department' | 'location' + +const TEXT_FIELDS: readonly { field: TextField; title: string; placeholder: string }[] = [ + { field: 'title', title: 'Title', placeholder: 'Staff Engineer' }, + { field: 'department', title: 'Department', placeholder: 'Engineering' }, + { field: 'location', title: 'Location', placeholder: 'San Francisco' }, +] + +interface PersonModalProps { + organizationId: string + person: Person + onClose: () => void +} + +/** Edits one person's profile; managers are chosen from the organization's people. */ +export function PersonModal({ organizationId, person, onClose }: PersonModalProps) { + const update = useUpdatePerson(organizationId) + const [draft, setDraft] = useState({ + title: person.title, + department: person.department, + location: person.location, + startDate: person.startDate, + managerMemberId: person.manager?.memberId ?? null, + }) + 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. */ + const [managerName, setManagerName] = useState(person.manager?.name ?? null) + const candidates = usePeople( + organizationId, + useDebounce(managerSearch.trim(), SEARCH_DEBOUNCE_MS), + '' + ) + const managerOptions = (candidates.data?.pages ?? []).flatMap((page) => + page.people + .filter((candidate) => candidate.memberId !== person.memberId) + .map((candidate) => ({ value: candidate.memberId, label: candidate.name })) + ) + const managerLabel = (draft.managerMemberId && managerName) || 'No manager' + + const change = (field: K, value: PersonBody[K]) => { + setDraft((current) => ({ ...current, [field]: value })) + setErrors((current) => ({ ...current, [field]: undefined })) + if (update.isError) update.reset() + } + + const save = () => { + const parsed = memberProfileFieldsSchema.safeParse(draft) + if (!parsed.success) { + setErrors( + Object.fromEntries( + parsed.error.issues.map((issue) => [String(issue.path[0]), issue.message]) + ) + ) + return + } + update.mutate({ memberId: person.memberId, body: parsed.data }, { onSuccess: onClose }) + } + + const title = `Edit ${person.name}` + return ( + !open && onClose()} + dismissDisabled={update.isPending} + srTitle={title} + > + {title} + + {TEXT_FIELDS.map(({ field, title: label, placeholder }) => ( + change(field, value || null)} + error={errors[field]} + /> + ))} + + {() => ( +
+ change('startDate', value)} + placeholder='Not recorded' + disabled={update.isPending} + fullWidth + /> + {draft.startDate && ( + change('startDate', null)}> + Clear + + )} +
+ )} + + + {() => ( + { + setManagerName( + managerOptions.find((option) => option.value === value)?.label ?? null + ) + change('managerMemberId', value || null) + }} + overlayContent={managerLabel} + searchable + onSearchChange={setManagerSearch} + searchPlaceholder='Search people...' + isLoading={candidates.isFetching} + showAllOption + allOptionLabel='No manager' + emptyMessage='No one matches' + disabled={update.isPending} + className='w-full' + /> + )} + + {update.error?.message} + + + + ) +} diff --git a/apps/sim/app/o/[organizationId]/people/[memberId]/person.tsx b/apps/sim/app/o/[organizationId]/people/[memberId]/person.tsx new file mode 100644 index 00000000000..eacbb710d1c --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/[memberId]/person.tsx @@ -0,0 +1,191 @@ +'use client' + +import { useState } from 'react' +import { Avatar, Chip, ChipLink } from '@sim/emcn' +import { ArrowLeft } from '@sim/emcn/icons' +import Link from 'next/link' +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 { useOrganizationContext } from '@/app/o/[organizationId]/providers/organization-provider' +import { + CredentialDetailHeading, + CredentialDetailLayout, + DetailSection, +} from '@/app/workspace/[workspaceId]/components/credential-detail' +import { + SettingsEmptyState, + SettingsQueryErrorState, +} from '@/app/workspace/[workspaceId]/settings/components/settings-empty-state' +import { SettingsField } from '@/app/workspace/[workspaceId]/settings/components/settings-field' +import { + RESOURCE_LIST_STACK, + SettingsResourceRow, +} from '@/app/workspace/[workspaceId]/settings/components/settings-resource-row' +import { usePerson } from '@/hooks/queries/people' + +const NOT_RECORDED =

Not recorded

+ +const START_DATE_FORMAT = new Intl.DateTimeFormat(undefined, { + dateStyle: 'medium', + timeZone: 'UTC', +}) + +/** `2024-01-31` as a calendar date, with how long ago it was: "Jan 31, 2024 · 2 yrs". */ +function describeStartDate(startDate: string): string { + const start = new Date(`${startDate}T00:00:00Z`) + const now = new Date() + const months = + (now.getUTCFullYear() - start.getUTCFullYear()) * 12 + + now.getUTCMonth() - + start.getUTCMonth() - + (now.getUTCDate() < start.getUTCDate() ? 1 : 0) + const tenure = + months < 0 + ? 'starts soon' + : months < 1 + ? 'new' + : months < 12 + ? `${months} mo` + : `${Math.floor(months / 12)} yr${months >= 24 ? 's' : ''}` + return `${START_DATE_FORMAT.format(start)} · ${tenure}` +} + +interface PersonRowsProps { + organizationId: string + people: readonly PersonSummary[] + empty: string +} + +function PersonRows({ organizationId, people, empty }: PersonRowsProps) { + if (!people.length) return {empty} + const routes = organizationRoutes(organizationId) + return ( +
+ {people.map((person) => ( + } + title={person.name} + description={person.title ?? person.email} + href={routes.person(person.memberId)} + clickLabel={`Open ${person.name}`} + navigable + /> + ))} +
+ ) +} + +interface PersonProps { + organizationId: string + memberId: string +} + +/** 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 query = usePerson(organizationId, memberId) + const [editing, setEditing] = useState(false) + const routes = organizationRoutes(organizationId) + const data = query.data + + return ( + + People + + } + actions={ + viewer.isAdmin && data ? setEditing(true)}>Edit : undefined + } + > + {query.error ? ( + isApiClientError(query.error) && query.error.status === 404 ? ( + + This person isn't in your organization. + + ) : ( + void query.refetch()} + variant='inline' + /> + ) + ) : !data ? ( + Loading… + ) : ( + <> + + } + title={data.person.name} + subtitle={data.person.title} + /> + +
+ + + {data.person.email} + + + + {data.person.department ? ( + + {data.person.department} + + ) : ( + NOT_RECORDED + )} + + {data.person.location ?? NOT_RECORDED} + + {data.person.startDate ? describeStartDate(data.person.startDate) : NOT_RECORDED} + +
+ + + + + + + + + )} + {editing && data && ( + setEditing(false)} + /> + )} + + ) +} diff --git a/apps/sim/app/o/[organizationId]/people/columns.ts b/apps/sim/app/o/[organizationId]/people/columns.ts new file mode 100644 index 00000000000..9a7a45f83fd --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/columns.ts @@ -0,0 +1,15 @@ +import { Upload } from '@sim/emcn/icons' +import type { ResourceColumn } from '@/app/workspace/[workspaceId]/components/resource/resource' + +/** Shared by the page and its loading chrome so the skeleton matches the table. */ +export const PEOPLE_COLUMNS = [ + { id: 'name', header: 'Name', widthMultiplier: 1.4 }, + { id: 'title', header: 'Title', widthMultiplier: 1.4 }, + { id: 'department', header: 'Department' }, + { id: 'location', header: 'Location' }, + { id: 'manager', header: 'Manager', widthMultiplier: 1.2 }, +] as const satisfies readonly ResourceColumn[] + +export const PEOPLE_SEARCH_PLACEHOLDER = 'Search people...' + +export const IMPORT_PEOPLE_ACTION = { text: 'Import', icon: Upload } as const diff --git a/apps/sim/app/o/[organizationId]/people/loading.tsx b/apps/sim/app/o/[organizationId]/people/loading.tsx new file mode 100644 index 00000000000..3ad0c674af3 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/loading.tsx @@ -0,0 +1,17 @@ +'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' + +export default function PeopleLoading() { + return ( + + ) +} diff --git a/apps/sim/app/o/[organizationId]/people/page.tsx b/apps/sim/app/o/[organizationId]/people/page.tsx new file mode 100644 index 00000000000..3395dbd7c7a --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/page.tsx @@ -0,0 +1,27 @@ +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 { People } from '@/app/o/[organizationId]/people/people' + +export const metadata: Metadata = { title: 'People' } + +interface PeoplePageProps { + params: Promise<{ organizationId: string }> +} + +export default async function PeoplePage({ params }: PeoplePageProps) { + const { organizationId } = await params + const session = await getSession() + if (!session?.user) + redirect( + buildAuthCrossLink('/login', { + callbackUrl: organizationRoutes(organizationId).people, + isInviteFlow: false, + }) + ) + if (!(await isPeopleEnabled(organizationId))) notFound() + return +} diff --git a/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx b/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx new file mode 100644 index 00000000000..cb604da59a1 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx @@ -0,0 +1,217 @@ +'use client' + +import { useRef, useState } from 'react' +import { + ChipModal, + ChipModalBody, + ChipModalError, + ChipModalField, + ChipModalFooter, + ChipModalHeader, + cn, + scrollFadeAttributes, + scrollFadeClass, + useScrollEdges, +} from '@sim/emcn' +import { getErrorMessage } from '@sim/utils/errors' +import { PEOPLE_IMPORT_MAX_ROWS, type PeopleImportResult } from '@/lib/api/contracts/people' +import { saveBlob } from '@/lib/uploads/client/download' +import { useImportPeople } from '@/hooks/queries/people' + +const MAX_FILE_BYTES = 5 * 1024 * 1024 +const ACCEPTED_FILES = '.csv,.tsv,.xlsx,.xls' +const TEMPLATE_CSV = + 'email,title,department,location,start_date,manager_email\nada@example.com,Engineer,Platform,Berlin,2024-01-31,grace@example.com\n' + +interface PeopleSheet { + fileName: string + headers: string[] + rows: Record[] +} + +/** + * The first sheet as text rows keyed by header. Delimited text is read verbatim so the server + * interprets dates the same way for every file; spreadsheet date cells become `YYYY-MM-DD`. + */ +async function readPeopleSheet(file: File): Promise { + if (file.size > MAX_FILE_BYTES) throw new Error('Choose a file under 5 MB') + const XLSX = await import('xlsx') + const delimited = /\.(csv|tsv)$/i.test(file.name) + const workbook = XLSX.read(await file.arrayBuffer(), { + type: 'array', + raw: delimited, + cellDates: !delimited, + dense: true, + }) + const sheet = workbook.Sheets[workbook.SheetNames[0] ?? ''] + if (!sheet) throw new Error('The file has no sheets') + const [headerRow = [], ...body] = XLSX.utils.sheet_to_json(sheet, { + header: 1, + raw: false, + dateNF: 'yyyy-mm-dd', + defval: '', + blankrows: false, + }) + const headers = headerRow.map((value) => String(value).trim()) + const columns = headers.flatMap((header, index) => (header ? [{ header, index }] : [])) + if (!columns.length) throw new Error('The first row should name the columns') + if (body.length > PEOPLE_IMPORT_MAX_ROWS) { + throw new Error(`Import at most ${PEOPLE_IMPORT_MAX_ROWS} rows at a time`) + } + return { + fileName: file.name, + headers: columns.map(({ header }) => header), + rows: body.map((row) => + Object.fromEntries(columns.map(({ header, index }) => [header, String(row[index] ?? '')])) + ), + } +} + +function downloadTemplate() { + saveBlob(new Blob([TEMPLATE_CSV], { type: 'text/csv' }), 'people-template.csv') +} + +function plural(count: number, noun: string): string { + return `${count} ${noun}${count === 1 ? '' : 's'}` +} + +/** The preview's issues in file order, with a count of any past the ones listed. */ +function ImportIssueList({ result }: { result: PeopleImportResult }) { + const listRef = useRef(null) + const edges = useScrollEdges(listRef) + const unlisted = result.skipped + result.warnings - result.issues.length + return ( +
    + {result.issues.map((issue) => ( +
  • + Row {issue.row}{' '} + + {issue.email ? `${issue.email}: ` : ''} + {issue.message} + +
    • + ))} + {unlisted > 0 && ( +
  • and {plural(unlisted, 'more issue')}
    • + )} +
+ ) +} + +interface PeopleImportModalProps { + organizationId: string + onClose: () => 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 importPeople = useImportPeople(organizationId) + const [sheet, setSheet] = useState(null) + const [readError, setReadError] = useState(null) + const [reading, setReading] = useState(false) + const [preview, setPreview] = useState(null) + const pending = reading || importPeople.isPending + + const choose = async ([file]: File[]) => { + if (!file) return + setReadError(null) + setSheet(null) + setPreview(null) + importPeople.reset() + setReading(true) + 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')) + } finally { + setReading(false) + } + } + + const apply = () => { + if (!sheet) return + importPeople.mutate( + { headers: sheet.headers, rows: sheet.rows, apply: true }, + { onSuccess: onClose } + ) + } + + return ( + !open && onClose()} + dismissDisabled={importPeople.isPending} + srTitle='Import people data' + > + Import people data + + void choose(files)} + /> + {preview && ( + + {() => ( +
+

+ {preview.updated + ? `${plural(preview.updated, 'profile')} will be updated.` + : 'Nothing to update.'}{' '} + + {[ + preview.unchanged && `${preview.unchanged} unchanged`, + preview.skipped && `${preview.skipped} skipped`, + preview.warnings && plural(preview.warnings, 'warning'), + ] + .filter(Boolean) + .join(' · ')} + +

+ {preview.issues.length > 0 && } +
+ )} + + )} + {importPeople.error?.message} + + + + ) +} diff --git a/apps/sim/app/o/[organizationId]/people/people.tsx b/apps/sim/app/o/[organizationId]/people/people.tsx new file mode 100644 index 00000000000..26a01be8f29 --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/people.tsx @@ -0,0 +1,170 @@ +'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 { 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 { 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' + +function personCell(person: PersonSummary) { + return { + icon: , + label: person.name, + } +} + +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 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 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 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: ${department}`, onRemove: () => setDepartment('') }] + : [] + + if (!people.data && !people.isLoadingError) return + + return ( + + setImporting(true), + }, + ] + : [] + } + /> + + + ({ + value: name, + label: `${name} (${count})`, + }))} + value={department} + onChange={setDepartment} + overlayContent={department || 'All'} + searchable + searchPlaceholder='Search departments...' + showAllOption + allOptionLabel='All' + emptyMessage='No departments recorded yet' + 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)} /> + )} + + ) +} diff --git a/apps/sim/app/o/[organizationId]/people/search-params.ts b/apps/sim/app/o/[organizationId]/people/search-params.ts new file mode 100644 index 00000000000..a0e1f1589eb --- /dev/null +++ b/apps/sim/app/o/[organizationId]/people/search-params.ts @@ -0,0 +1,12 @@ +import { createSerializer, parseAsString } from 'nuqs/server' + +/** `search` matches name, email, title, department, or location; `department` narrows to one. */ +export const peopleParsers = { + search: parseAsString.withDefault(''), + department: parseAsString.withDefault(''), +} as const + +export const peopleUrlKeys = { history: 'replace', clearOnDefault: true } as const + +/** Links into the People page, such as a profile's department narrowing the list to it. */ +export const serializePeopleView = createSerializer(peopleParsers) diff --git a/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/index.ts b/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/index.ts index 5a253fa2547..b278c03e8e7 100644 --- a/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/index.ts +++ b/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/index.ts @@ -4,6 +4,7 @@ export { DocumentsEmptyState } from '@/app/workspace/[workspaceId]/components/re export { FilesEmptyState } from '@/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/files-empty-state' export { KnowledgeEmptyState } from '@/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/knowledge-empty-state' export { LogsEmptyState } from '@/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/logs-empty-state' +export { ResourceLoadError } from '@/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/resource-load-error' export { ResourceNoResults } from '@/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/resource-no-results' export { SimLinksEmptyState } from '@/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/sim-links-empty-state' export { TablesEmptyState } from '@/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/tables-empty-state' diff --git a/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/resource-load-error.tsx b/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/resource-load-error.tsx new file mode 100644 index 00000000000..eaff2e66928 --- /dev/null +++ b/apps/sim/app/workspace/[workspaceId]/components/resource/components/resource-empty-state/resource-load-error.tsx @@ -0,0 +1,16 @@ +import { Chip } from '@sim/emcn' + +interface ResourceLoadErrorProps { + message: string + onRetry: () => void +} + +/** What a resource table shows when its first page failed to load. */ +export function ResourceLoadError({ message, onRetry }: ResourceLoadErrorProps) { + return ( +
+

{message}

+ Retry +
+ ) +} diff --git a/apps/sim/hooks/queries/people.ts b/apps/sim/hooks/queries/people.ts new file mode 100644 index 00000000000..23e80b92fb5 --- /dev/null +++ b/apps/sim/hooks/queries/people.ts @@ -0,0 +1,96 @@ +import { + keepPreviousData, + useInfiniteQuery, + useMutation, + useQuery, + useQueryClient, +} from '@tanstack/react-query' +import { isApiClientError } from '@/lib/api/client/errors' +import { requestJson } from '@/lib/api/client/request' +import { + getPersonContract, + importPeopleContract, + listDepartmentsContract, + listPeopleContract, + type PersonBody, + updatePersonContract, +} from '@/lib/api/contracts/people' + +const PEOPLE_STALE_TIME = 60 * 1000 + +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, + person: (organizationId: string, memberId: string) => + [...peopleKeys.organization(organizationId), 'person', memberId] as const, +} + +export function usePeople(organizationId: string, search: string, department: string) { + return useInfiniteQuery({ + queryKey: peopleKeys.list(organizationId, search, department), + initialPageParam: undefined as string | undefined, + queryFn: ({ signal, pageParam }) => + requestJson(listPeopleContract, { + params: { id: organizationId }, + query: { + search: search || undefined, + department: department || undefined, + cursor: pageParam, + }, + signal, + }), + getNextPageParam: (page) => page.nextCursor ?? undefined, + staleTime: PEOPLE_STALE_TIME, + placeholderData: keepPreviousData, + }) +} + +export function useDepartments(organizationId: string) { + return useQuery({ + queryKey: peopleKeys.departments(organizationId), + queryFn: ({ signal }) => + requestJson(listDepartmentsContract, { params: { id: organizationId }, signal }), + select: (data) => data.departments, + staleTime: PEOPLE_STALE_TIME, + }) +} + +export function usePerson(organizationId: string, memberId: string) { + return useQuery({ + queryKey: peopleKeys.person(organizationId, memberId), + queryFn: ({ signal }) => + requestJson(getPersonContract, { params: { id: organizationId, memberId }, signal }), + retry: (failures, error) => !(isApiClientError(error) && error.status === 404) && failures < 1, + staleTime: PEOPLE_STALE_TIME, + }) +} + +/** A profile change can move anyone's manager, reports, or department, so it refreshes them all. */ +function useInvalidatePeople(organizationId: string) { + const queryClient = useQueryClient() + return () => queryClient.invalidateQueries({ queryKey: peopleKeys.organization(organizationId) }) +} + +export function useUpdatePerson(organizationId: string) { + const invalidate = useInvalidatePeople(organizationId) + return useMutation({ + mutationFn: ({ memberId, body }: { memberId: string; body: PersonBody }) => + requestJson(updatePersonContract, { params: { id: organizationId, memberId }, body }), + onSuccess: invalidate, + }) +} + +export function useImportPeople(organizationId: string) { + const invalidate = useInvalidatePeople(organizationId) + return useMutation({ + mutationFn: (body: { headers: string[]; rows: Record[]; apply: boolean }) => + requestJson(importPeopleContract, { params: { id: organizationId }, body }), + onSuccess: (result) => { + if (result.applied) return invalidate() + }, + }) +} diff --git a/apps/sim/lib/api/contracts/people.ts b/apps/sim/lib/api/contracts/people.ts new file mode 100644 index 00000000000..8d74955015e --- /dev/null +++ b/apps/sim/lib/api/contracts/people.ts @@ -0,0 +1,119 @@ +import { z } from 'zod' +import { defineRouteContract } from '@/lib/api/contracts' +import { organizationIdSchema } from '@/lib/api/contracts/primitives' +import { memberProfileFieldsSchema } from '@/lib/people/validation' + +/** Rows one import may carry; larger organizations import in several files. */ +export const PEOPLE_IMPORT_MAX_ROWS = 10_000 + +const params = z.object({ id: organizationIdSchema }) +const personParams = params.extend({ memberId: z.string().min(1).max(255) }) + +const personSummarySchema = z.object({ + memberId: z.string(), + userId: z.string(), + name: z.string(), + email: z.string(), + image: z.string().nullable(), + title: z.string().nullable(), +}) +export type PersonSummary = z.output + +const personSchema = personSummarySchema.extend({ + department: z.string().nullable(), + location: z.string().nullable(), + /** `YYYY-MM-DD`. */ + startDate: z.string().nullable(), + manager: personSummarySchema.nullable(), + joinedAt: z.iso.datetime(), +}) +export type Person = z.output +export type PersonBody = z.input + +export const listPeopleContract = defineRouteContract({ + method: 'GET', + path: '/api/organizations/[id]/people', + params, + query: z.object({ + search: z.string().max(200).optional(), + department: z.string().max(200).optional(), + cursor: z.string().min(1).max(1024).optional(), + }), + response: { + mode: 'json', + schema: z.object({ people: z.array(personSchema), nextCursor: z.string().nullable() }), + }, +}) + +export const listDepartmentsContract = defineRouteContract({ + method: 'GET', + path: '/api/organizations/[id]/people/departments', + params, + response: { + mode: 'json', + schema: z.object({ + /** Largest first. */ + departments: z.array(z.object({ name: z.string(), count: z.number().int() })), + }), + }, +}) + +export const getPersonContract = defineRouteContract({ + method: 'GET', + path: '/api/organizations/[id]/people/[memberId]', + params: personParams, + response: { + mode: 'json', + schema: z.object({ + person: personSchema, + /** Managers above this person, nearest first. */ + chain: z.array(personSummarySchema), + reports: z.array(personSummarySchema), + }), + }, +}) + +export const updatePersonContract = defineRouteContract({ + method: 'PUT', + path: '/api/organizations/[id]/people/[memberId]', + params: personParams, + body: memberProfileFieldsSchema, + response: { mode: 'json', schema: z.object({ person: personSchema }) }, +}) + +const peopleImportResultSchema = z.object({ + /** Profiles the import changed, or would change on a preview. */ + updated: z.number().int(), + unchanged: z.number().int(), + skipped: z.number().int(), + warnings: z.number().int(), + /** The first issues in file order; `skipped` and `warnings` count every one. */ + issues: z.array( + z.object({ + row: z.number().int(), + email: z.string().nullable(), + severity: z.enum(['skipped', 'warning']), + message: z.string(), + }) + ), + applied: z.boolean(), +}) +export type PeopleImportResult = z.output + +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), + rows: z + .array(z.record(z.string().max(200), z.string().max(1000))) + .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(), + response: { mode: 'json', schema: peopleImportResultSchema }, +}) diff --git a/apps/sim/lib/api/server/people-presenters.ts b/apps/sim/lib/api/server/people-presenters.ts new file mode 100644 index 00000000000..ead4a9f98df --- /dev/null +++ b/apps/sim/lib/api/server/people-presenters.ts @@ -0,0 +1,6 @@ +import type { Person } from '@/lib/api/contracts/people' +import type { PersonRecord } from '@/lib/people/repository' + +export function presentPerson(person: PersonRecord): Person { + return { ...person, joinedAt: person.joinedAt.toISOString() } +} diff --git a/apps/sim/lib/core/config/env.ts b/apps/sim/lib/core/config/env.ts index 26bad051e37..5aa643f904a 100644 --- a/apps/sim/lib/core/config/env.ts +++ b/apps/sim/lib/core/config/env.ts @@ -610,6 +610,7 @@ export const env = createEnv({ WORKFLOW_TESTS: z.boolean().optional(), // Fallback for the `workflow-tests` feature flag off AppConfig CHANGELOG: z.boolean().optional(), // Fallback for the `changelog` feature flag off AppConfig SIM_LINKS: z.boolean().optional(), // Fallback for the `sim-links` feature flag off AppConfig + PEOPLE: z.boolean().optional(), // Fallback for the `people` feature flag off AppConfig MSHIP_MODEL_SELECTOR: z.boolean().optional(), INBOX_ENABLED: z.boolean().optional(), // Enable inbox (Sim Mailer) on self-hosted (bypasses hosted requirements) SANDBOXES_ENABLED: z.boolean().optional(), // Enable custom sandboxes on self-hosted (bypasses hosted requirements) diff --git a/apps/sim/lib/core/config/feature-flags.ts b/apps/sim/lib/core/config/feature-flags.ts index f52d01b54bd..f8e2e60d5bf 100644 --- a/apps/sim/lib/core/config/feature-flags.ts +++ b/apps/sim/lib/core/config/feature-flags.ts @@ -72,6 +72,11 @@ const FEATURE_FLAGS = { 'Enable organization Sim links (go links): the Sim Links page and sim/ redirects. Supports organization rollout; disabled by default.', fallback: 'SIM_LINKS', }, + people: { + description: + 'Enable the organization People page: member profiles, reporting lines, and people-data import. Supports organization rollout; disabled by default.', + fallback: 'PEOPLE', + }, 'mothership-model-selector': { description: 'Show the Mothership model selector, model-specific effort levels, and Fast for supported ' + diff --git a/apps/sim/lib/mothership/generated/docs-manifest.ts b/apps/sim/lib/mothership/generated/docs-manifest.ts index 601e2f892ac..c49055ee25f 100644 --- a/apps/sim/lib/mothership/generated/docs-manifest.ts +++ b/apps/sim/lib/mothership/generated/docs-manifest.ts @@ -457,6 +457,7 @@ export const DOCS_MANIFEST: readonly string[] = [ 'search/lucid.mdx', 'search/mcp.mdx', 'search/notion.mdx', + 'search/people.mdx', 'search/quickstart.mdx', 'search/sim-links.mdx', 'search/slack.mdx', diff --git a/apps/sim/lib/navigation/paths.ts b/apps/sim/lib/navigation/paths.ts index 852b213f54b..b85b15397ab 100644 --- a/apps/sim/lib/navigation/paths.ts +++ b/apps/sim/lib/navigation/paths.ts @@ -45,6 +45,8 @@ export function organizationRoutes(organizationId: string) { benchmark: `${root}/benchmark`, memberSecrets: `${root}/integrations/secrets`, simLinks: `${root}/links`, + people: `${root}/people`, + person: (memberId: string) => `${root}/people/${encodeURIComponent(memberId)}`, organizationSecrets: `${root}/settings/integrations/secrets`, skills: `${root}/skills`, settings: `${root}/settings`, diff --git a/apps/sim/lib/people/application/operations.ts b/apps/sim/lib/people/application/operations.ts new file mode 100644 index 00000000000..3713b616ce2 --- /dev/null +++ b/apps/sim/lib/people/application/operations.ts @@ -0,0 +1,45 @@ +import { defineOrganizationOperation } from '@/lib/core/application/organization-operation' + +const session = { principalKinds: ['session'] } as const + +/** + * Members read the People page, subject to the member-directory capability the use cases check; + * administrators record the profile facts behind it. + */ +export const peopleOperations = { + // permission-group-exempt: the application enforces organization.member_directory for ordinary members. + list: defineOrganizationOperation({ + id: 'organization.people.list', + minimumRole: 'member', + capability: 'none', + ...session, + }), + // permission-group-exempt: the application enforces organization.member_directory for ordinary members. + listDepartments: defineOrganizationOperation({ + id: 'organization.people.departments.list', + 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', + capability: 'none', + ...session, + }), + // permission-group-exempt: organization administrators maintain people data independently of member-directory visibility. + update: defineOrganizationOperation({ + id: 'organization.people.update', + minimumRole: 'admin', + capability: 'none', + ...session, + }), + // permission-group-exempt: organization administrators maintain people data independently of member-directory visibility. + import: defineOrganizationOperation({ + id: 'organization.people.import', + minimumRole: 'admin', + capability: 'none', + ...session, + }), +} as const diff --git a/apps/sim/lib/people/application/use-cases.ts b/apps/sim/lib/people/application/use-cases.ts new file mode 100644 index 00000000000..7defb34b360 --- /dev/null +++ b/apps/sim/lib/people/application/use-cases.ts @@ -0,0 +1,187 @@ +import { AuditAction, AuditResourceType } from '@sim/audit' +import { db } from '@sim/db' +import type { PeopleImportResult } from '@/lib/api/contracts/people' +import type { CursorKey } from '@/lib/api/list-query' +import { + defineAuthorizedOrganizationUseCase, + type OrganizationUseCaseContext, +} from '@/lib/core/application/authorized-organization-use-case' +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 * as repository from '@/lib/people/repository' +import type { MemberProfileFields } from '@/lib/people/validation' + +interface OrganizationInput { + organizationId: string +} +interface PersonInput extends OrganizationInput { + memberId: string +} + +/** Issues past this many are counted, not listed, so a broken file can't flood the response. */ +const MAX_REPORTED_ISSUES = 200 + +async function authorizeDirectory({ + input, + context, +}: OrganizationUseCaseContext): Promise { + await Promise.all([ + requirePeopleEnabled(input.organizationId), + requireOrganizationMemberDirectory(input.organizationId, context.role), + ]) +} + +const authorizeAdministration = ({ input }: OrganizationUseCaseContext) => + requirePeopleEnabled(input.organizationId) + +export const listPeople = defineAuthorizedOrganizationUseCase({ + operation: peopleOperations.list, + authorizeResource: authorizeDirectory, + execute: ({ + input, + }: OrganizationUseCaseContext< + OrganizationInput & { search?: string; department?: string; cursorKeys?: CursorKey[] } + >) => repository.listPeople(input.organizationId, input), +}) + +/** 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), +}) + +/** One person with the managers above them and the people who report to them. */ +export const getPerson = defineAuthorizedOrganizationUseCase({ + operation: peopleOperations.get, + authorizeResource: authorizeDirectory, + async execute({ input }: OrganizationUseCaseContext) { + const [person, chain, reports] = await Promise.all([ + repository.getPerson(db, input.organizationId, input.memberId), + repository.getReportingChain(input.organizationId, input.memberId), + repository.listDirectReports(input.organizationId, input.memberId), + ]) + if (!person) throw new OrchestrationError('not_found', 'Person not found') + return { person, chain, reports } + }, +}) + +/** + * Replaces one member's profile. The manager must be another active member of the same + * organization who doesn't already report, directly or not, to this person. + */ +export const updatePerson = defineAuthorizedOrganizationUseCase({ + operation: peopleOperations.update, + authorizeResource: authorizeAdministration, + async execute({ input, context }: OrganizationUseCaseContext) { + const { organizationId, memberId, ...fields } = input + const { managerMemberId } = fields + if (managerMemberId === memberId) { + throw new OrchestrationError('validation', "A person can't be their own manager") + } + return db.transaction(async (tx) => { + await repository.lockProfiles(tx, organizationId) + const active = await repository.findActiveMembers( + tx, + organizationId, + managerMemberId ? [memberId, managerMemberId] : [memberId] + ) + if (!active.has(memberId)) throw new OrchestrationError('not_found', 'Person not found') + if (managerMemberId && !active.has(managerMemberId)) { + throw new OrchestrationError( + 'validation', + 'The manager must be a member of this organization' + ) + } + if (managerMemberId && (await repository.isInReportingChain(tx, memberId, managerMemberId))) { + throw new OrchestrationError('validation', 'That manager reports to this person') + } + await repository.upsertProfiles(tx, [{ memberId, ...fields }], context.userId) + const person = await repository.getPerson(tx, organizationId, memberId) + if (!person) throw new OrchestrationError('not_found', 'Person not found') + return person + }) + }, + projectAudit: ({ result, input }) => ({ + action: AuditAction.ORG_MEMBER_PROFILE_UPDATED, + resourceType: AuditResourceType.ORGANIZATION, + resourceId: input.organizationId, + resourceName: result.name, + description: `Updated the profile of ${result.name}`, + metadata: { + memberId: input.memberId, + title: input.title, + department: input.department, + location: input.location, + startDate: input.startDate, + managerMemberId: input.managerMemberId, + }, + }), +}) + +/** + * Imports people data from a spreadsheet's rows, matched to active members by email. 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 + * preview, and reporting loops are checked against current managers. + */ +export const importPeople = defineAuthorizedOrganizationUseCase({ + operation: peopleOperations.import, + authorizeResource: authorizeAdministration, + async execute({ + input, + context, + }: OrganizationUseCaseContext< + OrganizationInput & { headers: string[]; rows: Record[]; apply: boolean } + >): Promise { + const matched = matchPeopleColumns(input.headers) + if (!matched.ok) throw new OrchestrationError('validation', matched.message) + const plan = (members: PeopleImportMember[]) => + planPeopleImport({ columns: matched.columns, rows: input.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 + }) + : plan(await repository.listMemberProfiles(db, input.organizationId)) + const skipped = result.issues.filter((issue) => issue.severity === 'skipped').length + return { + updated: result.changes.length, + unchanged: result.unchanged, + skipped, + warnings: result.issues.length - skipped, + issues: result.issues.slice(0, MAX_REPORTED_ISSUES), + applied: input.apply, + } + }, + projectAudit: ({ result, input }) => + result.applied + ? [ + { + action: AuditAction.ORG_PEOPLE_IMPORTED, + resourceType: AuditResourceType.ORGANIZATION, + resourceId: input.organizationId, + description: `Imported people data: ${result.updated} profiles updated`, + metadata: { + rows: input.rows.length, + updated: result.updated, + unchanged: result.unchanged, + skipped: result.skipped, + warnings: result.warnings, + }, + }, + ] + : [], +}) diff --git a/apps/sim/lib/people/feature-flag.ts b/apps/sim/lib/people/feature-flag.ts new file mode 100644 index 00000000000..fc60b6c4637 --- /dev/null +++ b/apps/sim/lib/people/feature-flag.ts @@ -0,0 +1,12 @@ +import { isFeatureEnabled } from '@/lib/core/config/feature-flags' +import { OrchestrationError } from '@/lib/core/orchestration/types' + +export function isPeopleEnabled(organizationId: string): Promise { + return isFeatureEnabled('people', { orgId: organizationId }) +} + +export async function requirePeopleEnabled(organizationId: string): Promise { + if (!(await isPeopleEnabled(organizationId))) { + throw new OrchestrationError('forbidden', 'People is not enabled for this organization') + } +} diff --git a/apps/sim/lib/people/import.test.ts b/apps/sim/lib/people/import.test.ts new file mode 100644 index 00000000000..80c5f60389c --- /dev/null +++ b/apps/sim/lib/people/import.test.ts @@ -0,0 +1,325 @@ +import { describe, expect, it } from 'vitest' +import { matchPeopleColumns, planPeopleImport } from '@/lib/people/import' +import type { MemberProfileFields } from '@/lib/people/validation' + +/** A whole profile: these fields, and nothing else recorded. */ +function profile(fields: Partial): MemberProfileFields { + return { + title: null, + department: null, + location: null, + startDate: null, + managerMemberId: null, + ...fields, + } +} + +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[], + rows: Record[], + members: Parameters[0]['members'] = [ada, bo, cy] +) { + const columns = matchPeopleColumns(headers) + if (!columns.ok) throw new Error(columns.message) + return planPeopleImport({ columns: columns.columns, rows, members }) +} + +describe('matchPeopleColumns', () => { + it('reads the columns of a typical HR export, whatever their spelling', () => { + const result = matchPeopleColumns([ + 'First Name', + 'Work Email', + 'Job Title', + 'Dept', + 'Office', + 'Hire Date', + 'Manager Email', + ]) + expect(result).toEqual({ + ok: true, + columns: { + email: 'Work Email', + title: 'Job Title', + department: 'Dept', + location: { kind: 'single', header: 'Office' }, + startDate: 'Hire Date', + managerEmail: 'Manager Email', + }, + }) + }) + + it('prefers a manager email column over a manager name column', () => { + const result = matchPeopleColumns(['email', 'manager', 'manager_email']) + expect(result.ok && result.columns.managerEmail).toBe('manager_email') + }) + + it('combines city, state, and country when there is no location column', () => { + const result = matchPeopleColumns(['email', 'city', 'state', 'country']) + expect(result.ok && result.columns.location).toEqual({ + kind: 'parts', + headers: ['city', 'state', 'country'], + }) + }) + + it('refuses a file without an email column, which is how people are matched', () => { + expect(matchPeopleColumns(['name', 'title'])).toEqual({ + ok: false, + message: 'Add an email column so each row can be matched to a member', + }) + }) + + it('refuses a file with only an email column, which would change nothing', () => { + expect(matchPeopleColumns(['Email', 'Notes'])).toEqual({ + ok: false, + message: 'Add at least one of title, department, location, start date, or manager email', + }) + }) +}) + +describe('planPeopleImport', () => { + it('sets every column the file has and leaves the others as they were', () => { + const existing = { + ...ada, + profile: { + title: 'Engineer', + department: 'Platform', + location: 'Berlin', + startDate: '2020-01-01', + managerMemberId: null, + }, + } + const result = plan( + ['email', 'title'], + [{ email: 'ADA@example.com ', title: 'Staff Engineer' }], + [existing, bo] + ) + expect(result.changes).toEqual([ + { memberId: 'm-ada', profile: { ...existing.profile, title: 'Staff Engineer' } }, + ]) + expect(result.issues).toEqual([]) + }) + + it('clears a field whose cell is blank', () => { + const existing = { + ...ada, + profile: { + title: 'Engineer', + department: null, + location: null, + startDate: null, + managerMemberId: 'm-bo', + }, + } + const result = plan( + ['email', 'title', 'manager email'], + [{ email: 'ada@example.com', title: '', 'manager email': '' }], + [existing, bo] + ) + expect(result.changes).toEqual([ + { memberId: 'm-ada', profile: profile({ title: null, managerMemberId: null }) }, + ]) + }) + + it('counts a row that matches what is stored as unchanged, without writing it', () => { + const existing = { + ...ada, + profile: { + title: 'Engineer', + department: null, + location: null, + startDate: null, + managerMemberId: null, + }, + } + const result = plan( + ['email', 'title'], + [{ email: 'ada@example.com', title: 'Engineer' }], + [existing] + ) + expect(result.changes).toEqual([]) + expect(result.unchanged).toBe(1) + }) + + it('resolves a manager by email to their membership', () => { + const result = plan( + ['email', 'manager email'], + [{ email: 'ada@example.com', 'manager email': 'Bo@Example.com' }] + ) + expect(result.changes).toEqual([ + { memberId: 'm-ada', profile: profile({ managerMemberId: 'm-bo' }) }, + ]) + }) + + it('skips rows for people who are not members, with the row number a spreadsheet shows', () => { + const result = plan( + ['email', 'title'], + [ + { email: 'ada@example.com', title: 'A' }, + { email: 'stranger@example.com', title: 'B' }, + ] + ) + expect(result.changes).toHaveLength(1) + expect(result.issues).toEqual([ + { + row: 3, + email: 'stranger@example.com', + severity: 'skipped', + message: 'Not a member of this organization', + }, + ]) + }) + + it.each([ + [{ email: 'not-an-email', title: 'A' }, 'Enter a valid email address'], + [{ email: '', title: 'A' }, 'Enter a valid email address'], + [{ email: 'ada@example.com', title: 'x'.repeat(201) }, 'Title is longer than 200 characters'], + ])('skips an invalid row %j', (row, message) => { + const result = plan(['email', 'title'], [row]) + expect(result.changes).toEqual([]) + expect(result.issues).toEqual([ + expect.objectContaining({ row: 2, severity: 'skipped', message }), + ]) + }) + + it('ignores a completely empty row, as spreadsheets leave at the end', () => { + const result = plan( + ['email', 'title'], + [ + { email: 'ada@example.com', title: 'A' }, + { email: '', title: '' }, + ] + ) + expect(result.issues).toEqual([]) + }) + + it('applies the first row for an email and skips the later ones', () => { + const result = plan( + ['email', 'title'], + [ + { email: 'ada@example.com', title: 'First' }, + { email: 'Ada@example.com', title: 'Second' }, + ] + ) + expect(result.changes).toEqual([{ memberId: 'm-ada', profile: profile({ title: 'First' }) }]) + expect(result.issues).toEqual([ + expect.objectContaining({ row: 3, severity: 'skipped', message: 'Already listed in row 2' }), + ]) + }) + + it.each([ + ['2021-03-04', '2021-03-04'], + ['2021/3/4', '2021-03-04'], + ['3/4/2021', '2021-03-04'], + ['2021-03-04T09:00:00Z', '2021-03-04'], + ])('reads the start date %s', (value, startDate) => { + const result = plan( + ['email', 'start date'], + [{ email: 'ada@example.com', 'start date': value }] + ) + expect(result.changes).toEqual([{ memberId: 'm-ada', profile: profile({ startDate }) }]) + }) + + it.each(['2021-02-30', '13/45/2021', '04.03.2021', 'March 4', '1/2/21'])( + 'skips the row with the unreadable start date %s instead of guessing', + (value) => { + const result = plan( + ['email', 'start date'], + [{ email: 'ada@example.com', 'start date': value }] + ) + expect(result.changes).toEqual([]) + expect(result.issues).toEqual([ + expect.objectContaining({ + severity: 'skipped', + message: 'Use a start date like 2024-01-31 or 1/31/2024', + }), + ]) + } + ) + + it('leaves the manager as it was when the manager is not a member, and says so', () => { + const result = plan( + ['email', 'title', 'manager email'], + [{ email: 'ada@example.com', title: 'A', 'manager email': 'gone@example.com' }] + ) + expect(result.changes).toEqual([{ memberId: 'm-ada', profile: profile({ title: 'A' }) }]) + expect(result.issues).toEqual([ + expect.objectContaining({ + severity: 'warning', + message: 'Manager gone@example.com is not a member, so the manager was left as it was', + }), + ]) + }) + + it('skips a row that names its own person as manager', () => { + const result = plan( + ['email', 'manager email'], + [{ email: 'ada@example.com', 'manager email': 'ada@example.com' }] + ) + expect(result.changes).toEqual([]) + expect(result.issues).toEqual([ + expect.objectContaining({ + severity: 'skipped', + message: "A person can't be their own manager", + }), + ]) + }) + + it('refuses reporting lines that would loop, within the file or through stored managers', () => { + const bossOfAda = { + ...cy, + profile: { + title: null, + department: null, + location: null, + startDate: null, + managerMemberId: 'm-ada', + }, + } + const result = plan( + ['email', 'manager email'], + [ + { email: 'ada@example.com', 'manager email': 'bo@example.com' }, + { email: 'bo@example.com', 'manager email': 'cy@example.com' }, + ], + [ada, bo, bossOfAda] + ) + expect(result.changes).toEqual([ + { memberId: 'm-ada', profile: profile({ managerMemberId: 'm-bo' }) }, + ]) + expect(result.issues).toEqual([ + expect.objectContaining({ + row: 3, + severity: 'warning', + message: expect.stringContaining('would make a reporting loop'), + }), + ]) + }) + + it('lets a corrected row apply after an invalid row for the same person', () => { + const result = plan( + ['email', 'start date'], + [ + { email: 'ada@example.com', 'start date': 'soon' }, + { email: 'ada@example.com', 'start date': '2021-03-04' }, + ] + ) + expect(result.changes).toEqual([ + { memberId: 'm-ada', profile: profile({ startDate: '2021-03-04' }) }, + ]) + expect(result.issues).toEqual([expect.objectContaining({ row: 2, severity: 'skipped' })]) + }) + + it('combines location parts, leaving out the blank ones', () => { + const result = plan( + ['email', 'city', 'state', 'country'], + [{ email: 'ada@example.com', city: 'Austin', state: '', country: 'United States' }] + ) + expect(result.changes).toEqual([ + { memberId: 'm-ada', profile: profile({ location: 'Austin, United States' }) }, + ]) + }) +}) diff --git a/apps/sim/lib/people/import.ts b/apps/sim/lib/people/import.ts new file mode 100644 index 00000000000..6ed29d0507e --- /dev/null +++ b/apps/sim/lib/people/import.ts @@ -0,0 +1,256 @@ +import { z } from 'zod' +import { + type MemberProfileFields, + PROFILE_TEXT_MAX_LENGTH, + parseStartDate, +} from '@/lib/people/validation' + +type ProfileField = keyof MemberProfileFields + +/** Where a file keeps each person's location: one column, or parts to join. */ +type LocationColumns = { kind: 'single'; header: string } | { kind: 'parts'; headers: string[] } + +export interface PeopleColumns { + email: string + title?: string + department?: string + location?: LocationColumns + startDate?: string + managerEmail?: string +} + +/** + * Header spellings for each column, best first, compared without case, spaces, or punctuation. + * The order settles a file with both `Manager` (often a name) and `Manager Email`. + */ +const COLUMN_ALIASES = { + email: ['email', 'workemail', 'emailaddress', 'primaryemail', 'businessemail', 'useremail'], + title: ['title', 'jobtitle', 'position', 'businesstitle'], + department: ['department', 'dept', 'departmentname'], + location: ['location', 'officelocation', 'worklocation', 'office'], + startDate: ['startdate', 'hiredate', 'dateofhire', 'joindate', 'originalhiredate'], + managerEmail: [ + 'manageremail', + 'manageremailaddress', + 'supervisoremail', + 'reportstoemail', + 'manager', + 'reportsto', + 'supervisor', + ], +} as const + +/** Joined in this order into one location when the file has no location column. */ +const LOCATION_PARTS = ['city', 'state', 'country'] as const + +function headerKey(header: string): string { + return header.toLowerCase().replace(/[^a-z0-9]/g, '') +} + +function findColumn(headers: readonly string[], aliases: readonly string[]): string | undefined { + for (const alias of aliases) { + const header = headers.find((candidate) => headerKey(candidate) === alias) + if (header !== undefined) return header + } + return undefined +} + +/** Which header holds each field, or why the file can't be imported. */ +export function matchPeopleColumns( + headers: readonly string[] +): { ok: true; columns: PeopleColumns } | { ok: false; message: string } { + const email = findColumn(headers, COLUMN_ALIASES.email) + if (!email) { + return { ok: false, message: 'Add an email column so each row can be matched to a member' } + } + const locationHeader = findColumn(headers, COLUMN_ALIASES.location) + const locationParts = LOCATION_PARTS.flatMap((part) => findColumn(headers, [part]) ?? []) + const location: LocationColumns | undefined = locationHeader + ? { kind: 'single', header: locationHeader } + : locationParts.length + ? { kind: 'parts', headers: locationParts } + : undefined + const columns: PeopleColumns = { + email, + 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 + if (!Object.values(profileColumns).some(Boolean)) { + return { + ok: false, + message: 'Add at least one of title, department, location, start date, or manager email', + } + } + return { ok: true, columns } +} + +export interface PeopleImportMember { + memberId: string + email: string + profile: MemberProfileFields | null +} + +interface PeopleImportIssue { + /** The row as a spreadsheet numbers it: the header is row 1. */ + row: number + email: string | null + /** `skipped`: nothing in the row was applied. `warning`: the rest of the row was. */ + severity: 'skipped' | 'warning' + message: string +} + +interface PeopleImportChange { + memberId: string + /** The member's whole profile once the row applies. */ + profile: MemberProfileFields +} + +export interface PeopleImportPlan { + changes: PeopleImportChange[] + unchanged: number + issues: PeopleImportIssue[] +} + +const EMPTY_PROFILE: MemberProfileFields = { + title: null, + department: null, + location: null, + startDate: null, + managerMemberId: null, +} + +const TEXT_FIELD_LABELS = { + title: 'Title', + department: 'Department', + location: 'Location', +} as const + +const emailSchema = z.email() + +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) + return location.headers + .map((header) => cell(row, header)) + .filter(Boolean) + .join(', ') +} + +/** Whether `managerMemberId` already reports, directly or not, to `memberId`. */ +function reportsTo( + managerMemberId: string, + memberId: string, + managers: ReadonlyMap +): boolean { + const seen = new Set() + for ( + let current: string | null = managerMemberId; + current; + current = managers.get(current) ?? null + ) { + if (current === memberId) return true + if (seen.has(current)) return false + seen.add(current) + } + return false +} + +/** + * 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. + */ +export function planPeopleImport({ + columns, + rows, + members, +}: { + columns: PeopleColumns + rows: readonly Record[] + members: readonly PeopleImportMember[] +}): PeopleImportPlan { + const byEmail = new Map(members.map((member) => [member.email.toLowerCase(), member])) + const managers = new Map( + members.map((member) => [member.memberId, member.profile?.managerMemberId ?? null]) + ) + const acceptedRowByEmail = new Map() + const changes: PeopleImportChange[] = [] + const issues: PeopleImportIssue[] = [] + let unchanged = 0 + + rows.forEach((row, index) => { + const rowNumber = index + 2 + if (Object.values(row).every((value) => !value?.trim())) return + const email = cell(row, columns.email).toLowerCase() + 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') + const earlierRow = acceptedRowByEmail.get(email) + if (earlierRow !== undefined) return skip(`Already listed in row ${earlierRow}`) + const member = byEmail.get(email) + if (!member) return skip('Not a member of this organization') + + const fields: Partial = {} + const texts = { + title: columns.title === undefined ? undefined : cell(row, columns.title), + department: columns.department === undefined ? undefined : cell(row, columns.department), + location: columns.location ? locationOf(row, columns.location) : undefined, + } + for (const field of ['title', 'department', 'location'] as const) { + const text = texts[field] + if (text === undefined) continue + if (text.length > PROFILE_TEXT_MAX_LENGTH) { + return skip( + `${TEXT_FIELD_LABELS[field]} is longer than ${PROFILE_TEXT_MAX_LENGTH} characters` + ) + } + fields[field] = text || null + } + if (columns.startDate !== undefined) { + const value = cell(row, columns.startDate) + const startDate = value ? parseStartDate(value) : null + if (value && !startDate) return skip('Use a start date like 2024-01-31 or 1/31/2024') + fields.startDate = startDate + } + + let warning: string | null = null + if (columns.managerEmail !== undefined) { + const managerEmail = cell(row, columns.managerEmail).toLowerCase() + const manager = managerEmail ? byEmail.get(managerEmail) : null + if (manager?.memberId === member.memberId) return skip("A person can't be their own manager") + if (!managerEmail) { + fields.managerMemberId = null + } 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)) { + warning = `Reporting to ${managerEmail} would make a reporting loop, so the manager was left as it was` + } else { + fields.managerMemberId = manager.memberId + } + } + + acceptedRowByEmail.set(email, rowNumber) + 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]) + ) { + unchanged++ + return + } + managers.set(member.memberId, profile.managerMemberId) + changes.push({ memberId: member.memberId, profile }) + }) + + return { changes, unchanged, issues } +} diff --git a/apps/sim/lib/people/repository.ts b/apps/sim/lib/people/repository.ts new file mode 100644 index 00000000000..bda7012fd4c --- /dev/null +++ b/apps/sim/lib/people/repository.ts @@ -0,0 +1,325 @@ +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 { + type CursorKey, + type KeysetPage, + keysetOrderBy, + keysetPage, + resumeKeyset, + searchFilter, + textKey, +} from '@/lib/api/list-query' +import { acquireAdvisoryXactLock, withLockTimeout } from '@/lib/db/advisory-locks' +import type { DbOrTx, DbTransaction } from '@/lib/db/types' +import type { PeopleImportMember } from '@/lib/people/import' +import type { MemberProfileFields } from '@/lib/people/validation' + +const PAGE_SIZE = 50 +const MAX_CHAIN_DEPTH = 25 +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 + joinedAt: Date +} + +/** Suspended accounts are offboarded people: no read lists them and no write matches them. */ +const ACTIVE_USER = isNull(user.suspendedAt) +const SORT_NAME = sql`lower(${user.name})` + +const summaryColumns = { + memberId: member.id, + userId: user.id, + name: user.name, + email: user.email, + image: user.image, + title: memberProfile.title, +} + +const personColumns = { + ...summaryColumns, + sortName: SORT_NAME, + joinedAt: member.createdAt, + department: memberProfile.department, + location: memberProfile.location, + startDate: memberProfile.startDate, + managerMemberId: memberProfile.managerMemberId, +} + +/** 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)) +} + +type PersonRow = Awaited>[number] + +const PEOPLE_KEYS = [ + textKey(SORT_NAME, (row) => row.sortName), + textKey(member.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])) +} + +/** Joins each person to their manager, read once for the whole page. */ +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, managerMemberId, ...row }) => ({ + ...row, + manager: managerMemberId ? (managers.get(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. */ +export async function listPeople( + organizationId: string, + { + search, + department, + cursorKeys, + }: { search?: string; department?: string; cursorKeys?: CursorKey[] } +): Promise> { + const term = search?.trim() || undefined + const rows = await selectPeople( + db, + organizationId, + term ? or(...SEARCHED_COLUMNS.map((column) => searchFilter(column, term))) : undefined, + department ? eq(memberProfile.department, department) : undefined, + resumeKeyset(PEOPLE_KEYS, cursorKeys, 'asc') + ) + .orderBy(...keysetOrderBy(PEOPLE_KEYS, 'asc')) + .limit(PAGE_SIZE + 1) + const page = keysetPage(PEOPLE_KEYS, rows, PAGE_SIZE) + return { ...page, data: await withManagers(db, organizationId, page.data) } +} + +/** The departments active people belong to, largest first. */ +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)) +} + +export async function getPerson( + executor: DbOrTx, + 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 +} + +/** + * 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( + organizationId: string, + memberId: string +): Promise { + const rows = await db.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} + 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 < ${MAX_CHAIN_DEPTH} + ) + SELECT m.id AS "memberId", u.id AS "userId", u.name, u.email, u.image, mp.title + FROM chain c + JOIN member m ON m.id = c.member_id + JOIN "user" u ON u.id = m.user_id + LEFT JOIN member_profile mp ON mp.member_id = m.id + ORDER BY c.depth + `) + return [...rows] +} + +/** The active people who report to `memberId`, by name. */ +export async function listDirectReports( + organizationId: string, + memberId: string +): Promise { + return db + .select(summaryColumns) + .from(member) + .innerJoin(user, eq(user.id, member.userId)) + .innerJoin(memberProfile, eq(memberProfile.memberId, member.id)) + .where( + and( + eq(member.organizationId, organizationId), + ACTIVE_USER, + eq(memberProfile.managerMemberId, memberId) + ) + ) + .orderBy(SORT_NAME, asc(member.id)) +} + +/** + * Serializes profile writes in one organization for the rest of `tx`, so a reporting loop + * can't be assembled from two writes that each checked a chain the other was changing. + */ +export async function lockProfiles(tx: DbTransaction, organizationId: string): Promise { + await withLockTimeout(tx, PROFILE_LOCK_TIMEOUT_MS, () => + acquireAdvisoryXactLock(tx, 'member_profiles', `member-profiles:${organizationId}`) + ) +} + +/** Which of `memberIds` are active members of `organizationId`. */ +export async function findActiveMembers( + tx: DbTransaction, + organizationId: string, + memberIds: readonly string[] +): Promise> { + return new Set((await summariesById(tx, organizationId, memberIds)).keys()) +} + +/** + * Whether `memberId` is `managerMemberId` or among the managers above them: the loop that making + * `managerMemberId` the manager of `memberId` would close. Walks stored profiles without + * revisiting anyone, so a loop already in the data can't trap it. + */ +export async function isInReportingChain( + tx: DbTransaction, + memberId: string, + managerMemberId: string +): Promise { + const [row] = await tx.execute<{ found: boolean }>(sql` + WITH RECURSIVE chain(member_id, path) AS ( + SELECT ${managerMemberId}::text, ARRAY[${managerMemberId}::text] + UNION ALL + SELECT p.manager_member_id, c.path || p.manager_member_id + FROM chain c + JOIN member_profile p ON p.member_id = c.member_id + WHERE p.manager_member_id IS NOT NULL AND NOT p.manager_member_id = ANY(c.path) + ) + SELECT EXISTS (SELECT 1 FROM chain WHERE member_id = ${memberId}) AS found + `) + return row?.found === true +} + +/** Every active member with the email they are matched by and their stored profile. */ +export async function listMemberProfiles( + executor: DbOrTx, + organizationId: string +): Promise { + const rows = await executor + .select({ + memberId: member.id, + email: user.email, + title: memberProfile.title, + department: memberProfile.department, + location: memberProfile.location, + startDate: memberProfile.startDate, + managerMemberId: memberProfile.managerMemberId, + hasProfile: sql`${memberProfile.memberId} IS NOT NULL`, + }) + .from(member) + .innerJoin(user, eq(user.id, member.userId)) + .leftJoin(memberProfile, eq(memberProfile.memberId, member.id)) + .where(and(eq(member.organizationId, organizationId), ACTIVE_USER)) + return rows.map(({ memberId, email, hasProfile, ...profile }) => ({ + memberId, + email, + profile: hasProfile ? profile : null, + })) +} + +/** Writes complete profiles, creating them for members who had none. */ +export async function upsertProfiles( + tx: DbTransaction, + profiles: readonly (MemberProfileFields & { memberId: string })[], + updatedBy: string +): Promise { + const updatedAt = new Date() + for (let start = 0; start < profiles.length; start += UPSERT_CHUNK_SIZE) { + await tx + .insert(memberProfile) + .values( + profiles + .slice(start, start + UPSERT_CHUNK_SIZE) + .map((profile) => ({ ...profile, updatedBy, updatedAt })) + ) + .onConflictDoUpdate({ + target: memberProfile.memberId, + set: { + title: sql`excluded.title`, + department: sql`excluded.department`, + location: sql`excluded.location`, + startDate: sql`excluded.start_date`, + managerMemberId: sql`excluded.manager_member_id`, + updatedBy: sql`excluded.updated_by`, + updatedAt: sql`excluded.updated_at`, + }, + }) + } +} diff --git a/apps/sim/lib/people/validation.ts b/apps/sim/lib/people/validation.ts new file mode 100644 index 00000000000..d2b739864c2 --- /dev/null +++ b/apps/sim/lib/people/validation.ts @@ -0,0 +1,60 @@ +import { z } from 'zod' + +export const PROFILE_TEXT_MAX_LENGTH = 200 + +const ISO_DATE = /^(\d{4})[-/](\d{1,2})[-/](\d{1,2})(?:T.*)?$/ +const US_DATE = /^(\d{1,2})\/(\d{1,2})\/(\d{4})$/ + +function calendarDate(year: number, month: number, day: number): string | null { + const date = new Date(Date.UTC(year, month - 1, day)) + const real = + date.getUTCFullYear() === year && date.getUTCMonth() === month - 1 && date.getUTCDate() === day + if (!real || year < 1900 || year > 2100) return null + return date.toISOString().slice(0, 10) +} + +/** + * A start date as HR systems export it: `2024-01-31` (optionally with a time, which is + * dropped), `2024/1/31`, or the US `1/31/2024`. Anything else, including two-digit years and + * day-first dates, is refused rather than guessed, and so is a date that doesn't exist. + */ +export function parseStartDate(value: string): string | null { + const iso = ISO_DATE.exec(value.trim()) + if (iso) return calendarDate(Number(iso[1]), Number(iso[2]), Number(iso[3])) + const us = US_DATE.exec(value.trim()) + if (us) return calendarDate(Number(us[3]), Number(us[1]), Number(us[2])) + return null +} + +const profileTextSchema = z + .string() + .trim() + .max(PROFILE_TEXT_MAX_LENGTH, `Use at most ${PROFILE_TEXT_MAX_LENGTH} characters`) + .transform((value) => value || null) + .nullable() + +/** A profile as an admin edits it, shared by the API contract and the editor; `null` means not recorded. */ +export const memberProfileFieldsSchema = z + .object({ + title: profileTextSchema, + department: profileTextSchema, + location: profileTextSchema, + /** A calendar date, `YYYY-MM-DD`. */ + startDate: z + .string() + .trim() + .transform((value, context) => { + if (!value) return null + const date = parseStartDate(value) + if (!date) { + context.addIssue({ code: 'custom', message: 'Use a date like 2024-01-31' }) + return z.NEVER + } + return date + }) + .nullable(), + managerMemberId: z.string().min(1).max(255).nullable(), + }) + .strict() + +export type MemberProfileFields = z.output diff --git a/apps/sim/package.json b/apps/sim/package.json index ca9a5db05ce..30947c2b9c7 100644 --- a/apps/sim/package.json +++ b/apps/sim/package.json @@ -24,6 +24,7 @@ "test": "vitest run", "test:scim:e2e": "bun run scripts/test-scim-e2e.ts", "test:sim-links:e2e": "bun run scripts/test-sim-links-e2e.ts", + "test:people:e2e": "bun run scripts/test-people-e2e.ts", "test:browser-extension:e2e": "bun --no-env-file scripts/test-browser-extension-e2e.ts", "test:isolated-vm-remote:e2e": "bun run scripts/test-isolated-vm-remote-e2e.ts", "test:mobile:e2e": "bun --no-env-file scripts/test-mobile-e2e.ts", diff --git a/apps/sim/scripts/test-people-e2e.ts b/apps/sim/scripts/test-people-e2e.ts new file mode 100644 index 00000000000..144348293c8 --- /dev/null +++ b/apps/sim/scripts/test-people-e2e.ts @@ -0,0 +1,365 @@ +import assert from 'node:assert/strict' +import { writeFile } from 'node:fs/promises' +import { assertDisposableTestDatabaseUrl } from '@sim/db/testing/test-infrastructure' +import { createLogger } from '@sim/logger' +import { getErrorMessage } from '@sim/utils/errors' +import { sleep } from '@sim/utils/helpers' +import { generateId, generateShortId } from '@sim/utils/id' +import { isRecordLike } from '@sim/utils/object' +import { makeSignature } from 'better-auth/crypto' +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 + * are made in SQL to prove the database keeps profiles and reporting lines consistent. + */ +const logger = createLogger('PeopleE2E') + +function requiredEnvironment(name: string): string { + const value = process.env[name] + assert(value, `${name} must be explicitly provided`) + return value +} + +const baseUrl = new URL(requiredEnvironment('PEOPLE_E2E_BASE_URL')) +const databaseUrl = assertDisposableTestDatabaseUrl(requiredEnvironment('PEOPLE_E2E_DATABASE_URL')) +const authSecret = requiredEnvironment('PEOPLE_E2E_AUTH_SECRET') +const loopbackHosts = new Set(['localhost', '127.0.0.1', '[::1]']) +assert(loopbackHosts.has(baseUrl.hostname), 'The app must use a loopback host') +assert.equal(baseUrl.protocol, 'http:', 'The app must use local HTTP') +assert.equal(baseUrl.pathname, '/', 'App URL must be an origin without a path') +assert(!baseUrl.username && !baseUrl.password, 'App URL must not contain credentials') +assert(authSecret.length >= 32, 'Use a local auth secret of at least 32 characters') + +const sql = postgres(databaseUrl.toString(), { max: 2 }) +const organizationIds: string[] = [] +const userIds: string[] = [] +const checks: { name: string; status: 'passed' | 'failed'; durationMs: number; error?: string }[] = + [] +const startedAt = new Date().toISOString() +let requestCount = 0 + +interface Member { + userId: string + memberId: string + orgId: string + email: string + cookie: string +} + +async function api( + member: Member, + path: string, + { method = 'GET', body, expected = 200 }: { method?: string; body?: unknown; expected?: number } +): Promise> { + const headers = new Headers({ 'User-Agent': 'Sim-local-people-E2E', Origin: baseUrl.origin }) + headers.set('Cookie', `better-auth.session_token=${member.cookie}`) + if (body !== undefined) headers.set('Content-Type', 'application/json') + const response = await fetch( + new URL(`/api/organizations/${member.orgId}/people${path}`, baseUrl), + { + method, + headers, + body: body === undefined ? undefined : JSON.stringify(body), + redirect: 'manual', + signal: AbortSignal.timeout(120_000), + } + ) + requestCount++ + const text = await response.text() + assert.equal(response.status, expected, `${method} ${path}: ${response.status} ${text}`) + const parsed: unknown = text ? JSON.parse(text) : {} + assert(isRecordLike(parsed), 'Expected a JSON object') + return parsed +} + +function importRows(member: Member, csv: string, apply: boolean, expected = 200) { + const [headerLine, ...lines] = csv.trim().split('\n') + const headers = headerLine.split(',') + const rows = lines.map((line) => { + const cells = line.split(',') + return Object.fromEntries(headers.map((header, index) => [header, cells[index] ?? ''])) + }) + return api(member, '/import', { method: 'POST', body: { headers, rows, apply }, expected }) +} + +async function person(member: Member, memberId: string) { + const result = await api(member, `/${memberId}`, {}) + assert(isRecordLike(result.person), 'Expected a person') + return result as { + person: Record & { manager: { memberId: string } | null } + chain: { memberId: string }[] + reports: { memberId: string }[] + } +} + +async function profileRow(memberId: string) { + const [row] = await sql< + { title: string | null; department: string | null; manager_member_id: string | null }[] + >`select title, department, manager_member_id from member_profile where member_id = ${memberId}` + return row ?? null +} + +async function check(name: string, run: () => Promise) { + const started = performance.now() + try { + await run() + checks.push({ name, status: 'passed', durationMs: Math.round(performance.now() - started) }) + logger.info(`PASS ${name}`) + } catch (error) { + checks.push({ + name, + status: 'failed', + durationMs: Math.round(performance.now() - started), + error: getErrorMessage(error), + }) + throw error + } +} + +async function seedOrganization(): Promise { + const orgId = generateId() + organizationIds.push(orgId) + await sql`insert into organization (id, name, slug, created_at) + values (${orgId}, 'People E2E', ${`people-e2e-${generateShortId().toLowerCase()}`}, now())` + return orgId +} + +async function seedMember( + orgId: string, + role: 'owner' | 'admin' | 'member', + label: string +): Promise { + const userId = generateId() + const memberId = generateId() + userIds.push(userId) + const email = `${label}-${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) + values (${userId}, ${label}, ${email}, ${email}, true, now(), now())` + await tx`insert into user_stats (id, user_id) values (${generateId()}, ${userId})` + await tx`insert into member (id, user_id, organization_id, role) + values (${memberId}, ${userId}, ${orgId}, ${role})` + await tx`insert into session (id, token, user_id, active_organization_id, expires_at, created_at, updated_at) + values (${generateId()}, ${token}, ${userId}, ${orgId}, now() + interval '1 day', now(), now())` + }) + return { + userId, + memberId, + orgId, + email, + cookie: encodeURIComponent(`${token}.${await makeSignature(token, authSecret)}`), + } +} + +async function run() { + const orgId = await seedOrganization() + const owner = await seedMember(orgId, 'owner', 'Grace') + const ada = await seedMember(orgId, 'member', 'Ada') + const linus = await seedMember(orgId, 'member', 'Linus') + const outsider = await seedMember(await seedOrganization(), 'owner', 'Outsider') + + await check('members see everyone in their organization, and no one else does', async () => { + const { people } = await api(ada, '', {}) + assert(Array.isArray(people) && people.length === 3, `Expected 3 people, got ${people}`) + assert.deepEqual((await api(ada, '/departments', {})).departments, []) + await api({ ...outsider, orgId }, '', { expected: 403 }) + await api({ ...outsider, orgId }, `/${ada.memberId}`, { expected: 403 }) + await api(outsider, `/${ada.memberId}`, { expected: 404 }) + }) + + await check('only administrators import or edit people data', async () => { + await importRows(ada, `email,title\n${ada.email},Engineer`, false, 403) + await api(ada, `/${ada.memberId}`, { + method: 'PUT', + body: { + title: 'x', + department: null, + location: null, + startDate: null, + managerMemberId: null, + }, + expected: 403, + }) + }) + + const csv = [ + 'Work Email,Job Title,Dept,City,Country,Hire Date,Manager Email', + `${ada.email.toUpperCase()},Engineer,Platform,Berlin,Germany,3/4/2021,${owner.email}`, + `${linus.email},Kernel Lead,Platform,,Finland,2019-07-01,${ada.email}`, + `${owner.email},CEO,Leadership,Austin,United States,2018-01-15,`, + `stranger@people-e2e.test,Ghost,Nowhere,,,,`, + `${ada.email},Duplicate,Platform,,,,`, + `${outsider.email},Spy,Leadership,,,,`, + `not-an-email,X,Y,,,,`, + `${linus.email.toUpperCase()},Again,,,,,`, + ].join('\n') + + await check('a preview reports every change and issue and writes nothing', async () => { + const preview = await importRows(owner, csv, false) + assert.equal(preview.applied, false) + assert.equal(preview.updated, 3) + assert.equal(preview.skipped, 5) + assert.equal(preview.warnings, 0) + assert.deepEqual( + (preview.issues as { row: number; message: string }[]).map((issue) => [ + issue.row, + issue.message, + ]), + [ + [5, 'Not a member of this organization'], + [6, 'Already listed in row 2'], + [7, 'Not a member of this organization'], + [8, 'Enter a valid email address'], + [9, 'Already listed in row 3'], + ] + ) + assert.equal(await profileRow(ada.memberId), null) + }) + + await check( + 'applying writes profiles, resolves managers by email, and is idempotent', + async () => { + const applied = await importRows(owner, csv, true) + assert.equal(applied.updated, 3) + const adaProfile = await person(owner, ada.memberId) + assert.equal(adaProfile.person.title, 'Engineer') + assert.equal(adaProfile.person.location, 'Berlin, Germany') + assert.equal(adaProfile.person.startDate, '2021-03-04') + assert.equal(adaProfile.person.manager?.memberId, owner.memberId) + assert.equal(await profileRow(outsider.memberId), null) + const again = await importRows(owner, csv, true) + assert.equal(again.updated, 0) + assert.equal(again.unchanged, 3) + } + ) + + await check('profiles show the reporting chain above and the reports below', async () => { + const linusProfile = await person(ada, linus.memberId) + assert.deepEqual( + linusProfile.chain.map((entry) => entry.memberId), + [ada.memberId, owner.memberId] + ) + const ownerProfile = await person(ada, owner.memberId) + assert.deepEqual( + ownerProfile.reports.map((entry) => entry.memberId), + [ada.memberId] + ) + }) + + await check('search and department filters narrow the list', async () => { + const { departments } = await api(ada, '/departments', {}) + assert.deepEqual(departments, [ + { name: 'Platform', count: 2 }, + { name: 'Leadership', count: 1 }, + ]) + const platform = await api(ada, '?department=Platform', {}) + assert.equal((platform.people as unknown[]).length, 2) + const kernel = await api(ada, '?search=kernel', {}) + assert.equal((kernel.people as unknown[]).length, 1) + await api(ada, '?cursor=not-a-cursor', { expected: 400 }) + }) + + await check('reporting loops and foreign managers are refused', async () => { + const body = { title: 'CEO', department: 'Leadership', location: null, startDate: null } + for (const [managerMemberId, message] of [ + [linus.memberId, 'That manager reports to this person'], + [owner.memberId, "A person can't be their own manager"], + [outsider.memberId, 'The manager must be a member of this organization'], + ]) { + const refused = await api(owner, `/${owner.memberId}`, { + method: 'PUT', + body: { ...body, managerMemberId }, + expected: 400, + }) + assert.equal(refused.error, message) + } + const loop = await importRows(owner, `email,manager_email\n${owner.email},${linus.email}`, true) + assert.equal(loop.updated, 0) + assert.equal(loop.warnings, 1) + assert.equal((await profileRow(owner.memberId))?.manager_member_id, null) + }) + + await check('an edit replaces the profile and blank values clear it', async () => { + await api(owner, `/${linus.memberId}`, { + method: 'PUT', + body: { + title: ' Principal Engineer ', + department: '', + location: null, + startDate: '2019-07-01', + managerMemberId: owner.memberId, + }, + }) + const row = await profileRow(linus.memberId) + assert.equal(row?.title, 'Principal Engineer') + assert.equal(row?.department, null) + assert.equal(row?.manager_member_id, owner.memberId) + }) + + await check( + 'leaving the organization removes the profile and clears reporting lines', + async () => { + await sql`delete from member where id = ${owner.memberId}` + assert.equal(await profileRow(owner.memberId), null) + assert.equal((await profileRow(ada.memberId))?.manager_member_id, null) + assert.equal((await profileRow(linus.memberId))?.manager_member_id, null) + } + ) + + await check('imports and edits are audited', async () => { + const expected = { 'org_people.imported': 3, 'org_member.profile_updated': 1 } + let counts: Record = {} + for (let attempt = 0; attempt < 20; attempt++) { + const rows = await sql< + { action: string; count: number }[] + >`select action, count(*)::int as count + from audit_log where resource_id = ${orgId} and action in ${sql(Object.keys(expected))} + group by action` + counts = Object.fromEntries(rows.map((row) => [row.action, row.count])) + if (counts['org_people.imported'] === expected['org_people.imported']) break + await sleep(250) + } + assert.deepEqual(counts, expected, 'Previews are not audited; each apply and edit is') + }) +} + +async function cleanup() { + if (organizationIds.length) { + await sql`delete from audit_log where resource_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 ${sql(userIds)}` +} + +try { + await run() +} catch (error) { + logger.error('People E2E failed', { error: getErrorMessage(error) }) + process.exitCode = 1 +} finally { + try { + await cleanup() + } catch (error) { + logger.error('People E2E fixture cleanup failed', { error: getErrorMessage(error) }) + process.exitCode = 1 + } + await sql.end() + const report = { + startedAt, + completedAt: new Date().toISOString(), + status: process.exitCode ? 'failed' : 'passed', + transport: 'Real HTTP against a local Next.js app and PostgreSQL', + requestCount, + checks, + } + if (process.env.PEOPLE_E2E_REPORT_PATH) { + await writeFile(process.env.PEOPLE_E2E_REPORT_PATH, `${JSON.stringify(report, null, 2)}\n`) + } + logger.info( + `People E2E ${report.status}: ${checks.filter((item) => item.status === 'passed').length}/${checks.length} checks, ${requestCount} HTTP requests` + ) +} diff --git a/packages/audit/src/types.ts b/packages/audit/src/types.ts index 2390491a0c8..0bd25384daa 100644 --- a/packages/audit/src/types.ts +++ b/packages/audit/src/types.ts @@ -174,6 +174,8 @@ export const AuditAction = { ORG_MEMBER_REMOVED: 'org_member.removed', ORG_MEMBER_ROLE_CHANGED: 'org_member.role_changed', 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_INVITATION_CREATED: 'org_invitation.created', ORG_INVITATION_UPDATED: 'org_invitation.updated', ORG_INVITATION_ACCEPTED: 'org_invitation.accepted', diff --git a/packages/db/migrations/0448_member_profiles.sql b/packages/db/migrations/0448_member_profiles.sql new file mode 100644 index 00000000000..09ccd614d6b --- /dev/null +++ b/packages/db/migrations/0448_member_profiles.sql @@ -0,0 +1,17 @@ +CREATE TABLE "member_profile" ( + "member_id" text PRIMARY KEY NOT NULL, + "title" text, + "department" text, + "location" text, + "start_date" date, + "manager_member_id" text, + "updated_by" text, + "updated_at" timestamp DEFAULT now() NOT NULL, + CONSTRAINT "member_profile_not_own_manager" CHECK ("member_profile"."manager_member_id" <> "member_profile"."member_id") +); +--> statement-breakpoint +ALTER TABLE "member_profile" ADD CONSTRAINT "member_profile_member_id_member_id_fk" FOREIGN KEY ("member_id") REFERENCES "public"."member"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "member_profile" ADD CONSTRAINT "member_profile_manager_member_id_member_id_fk" FOREIGN KEY ("manager_member_id") REFERENCES "public"."member"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "member_profile" ADD CONSTRAINT "member_profile_updated_by_user_id_fk" FOREIGN KEY ("updated_by") REFERENCES "public"."user"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint +CREATE INDEX "member_profile_manager_member_id_idx" ON "member_profile" USING btree ("manager_member_id");--> statement-breakpoint +CREATE INDEX "member_profile_updated_by_idx" ON "member_profile" USING btree ("updated_by"); \ No newline at end of file diff --git a/packages/db/migrations/meta/0448_snapshot.json b/packages/db/migrations/meta/0448_snapshot.json new file mode 100644 index 00000000000..1978ee41fa6 --- /dev/null +++ b/packages/db/migrations/meta/0448_snapshot.json @@ -0,0 +1,31843 @@ +{ + "id": "83b17e2f-4147-4ea2-ab04-ff3fb647620f", + "prevId": "bf055cdf-b4c5-4124-9871-4d465c57fc9e", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.account": { + "name": "account", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "account_id": { + "name": "account_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "provider_id": { + "name": "provider_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "user_id": { + "name": "user_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "access_token": { + "name": "access_token", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "refresh_token": { + "name": "refresh_token", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "id_token": { + "name": "id_token", + "type": "text", + "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 + }, + "scope": { + "name": "scope", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "password": { + "name": "password", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "oauth_config": { + "name": "oauth_config", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "refresh_revoked_at": { + "name": "refresh_revoked_at", + "type": "timestamp", + "primaryKey": false, + "notNull": false + }, + "refresh_revoked_code": { + "name": "refresh_revoked_code", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "refresh_revoked_token_hash": { + "name": "refresh_revoked_token_hash", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true + } + }, + "indexes": { + "account_user_id_idx": { + "name": "account_user_id_idx", + "columns": [ + { + "expression": "user_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "idx_account_on_account_id_provider_id": { + "name": "idx_account_on_account_id_provider_id", + "columns": [ + { + "expression": "account_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "provider_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "account_user_id_user_id_fk": { + "name": "account_user_id_user_id_fk", + "tableFrom": "account", + "tableTo": "user", + "columnsFrom": ["user_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.agent_memory_turn": { + "name": "agent_memory_turn", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "memory_id": { + "name": "memory_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "workflow_id": { + "name": "workflow_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "execution_id": { + "name": "execution_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "block_id": { + "name": "block_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "node_id": { + "name": "node_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "execution_order": { + "name": "execution_order", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "encrypted_state": { + "name": "encrypted_state", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "revision": { + "name": "revision", + "type": "integer", + "primaryKey": false, + "notNull": true, + "default": 0 + }, + "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": { + "agent_memory_turn_invocation_unique": { + "name": "agent_memory_turn_invocation_unique", + "columns": [ + { + "expression": "memory_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "workflow_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "execution_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "block_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "node_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "execution_order", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "agent_memory_turn_workflow_idx": { + "name": "agent_memory_turn_workflow_idx", + "columns": [ + { + "expression": "workflow_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "agent_memory_turn_memory_id_memory_id_fk": { + "name": "agent_memory_turn_memory_id_memory_id_fk", + "tableFrom": "agent_memory_turn", + "tableTo": "memory", + "columnsFrom": ["memory_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "agent_memory_turn_workflow_id_workflow_id_fk": { + "name": "agent_memory_turn_workflow_id_workflow_id_fk", + "tableFrom": 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"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": {} + }, + "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", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_enrollment_invitation_token_hash_unique": { + "name": "credential_group_enrollment_invitation_token_hash_unique", + "columns": [ + { + "expression": "invitation_token_hash", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_enrollment_group_status_idx": { + "name": "credential_group_enrollment_group_status_idx", + "columns": [ + { + "expression": "credential_group_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "status", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "credential_group_enrollment_group_invited_at_id_idx": { + "name": "credential_group_enrollment_group_invited_at_id_idx", + "columns": [ + { + "expression": "credential_group_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "invited_at", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "credential_group_enrollment_credential_group_id_credential_group_id_fk": { + "name": "credential_group_enrollment_credential_group_id_credential_group_id_fk", + "tableFrom": "credential_group_enrollment", + "tableTo": "credential_group", + "columnsFrom": ["credential_group_id"], + "columnsTo": ["id"], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "credential_group_enrollment_user_id_user_id_fk": { + "name": "credential_group_enrollment_user_id_user_id_fk", + "tableFrom": "credential_group_enrollment", + "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": "length(\"credential_group_enrollment\".\"invitation_token_hash\") = 64" + } + }, + "isRLSEnabled": false + }, + "public.credential_member": { + "name": "credential_member", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true + }, + "credential_id": { + "name": "credential_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "user_id": { + "name": "user_id", + "type": 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"method": "btree", + "with": {} + }, + "workspace_fork_workflow_sync_rollback_idx": { + "name": "workspace_fork_workflow_sync_rollback_idx", + "columns": [ + { + "expression": "rollback_operation_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "where": "\"workspace_fork_workflow_sync\".\"rollback_operation_id\" IS NOT NULL", + "concurrently": false, + "method": "btree", + "with": {} + }, + "workspace_fork_workflow_sync_source_idx": { + "name": "workspace_fork_workflow_sync_source_idx", + "columns": [ + { + "expression": "source_workflow_id", + "isExpression": false, + "asc": true, + "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 55080bbc0a3..2a5431a4320 100644 --- a/packages/db/migrations/meta/_journal.json +++ b/packages/db/migrations/meta/_journal.json @@ -3130,6 +3130,13 @@ "when": 1793401421656, "tag": "0447_sim_links", "breakpoints": true + }, + { + "idx": 448, + "version": "7", + "when": 1793434264306, + "tag": "0448_member_profiles", + "breakpoints": true } ] } diff --git a/packages/db/schema.ts b/packages/db/schema.ts index 8ac6e66d91c..40563da93ca 100644 --- a/packages/db/schema.ts +++ b/packages/db/schema.ts @@ -1980,6 +1980,35 @@ export const member = pgTable( }) ) +/** + * A member's place in their organization, from an admin's people-data import or edit: the facts + * behind the People page, profiles and reporting lines. At most one row per member, deleted with + * the membership; `manager_member_id` is cleared when the manager's membership ends. Both members + * belong to the same organization, which every writer checks. + */ +export const memberProfile = pgTable( + 'member_profile', + { + memberId: text('member_id') + .primaryKey() + .references(() => member.id, { onDelete: 'cascade' }), + title: text('title'), + department: text('department'), + location: text('location'), + startDate: date('start_date'), + managerMemberId: text('manager_member_id').references((): AnyPgColumn => member.id, { + onDelete: 'set null', + }), + updatedBy: text('updated_by').references(() => user.id, { onDelete: 'set null' }), + updatedAt: timestamp('updated_at').notNull().defaultNow(), + }, + (table) => [ + index('member_profile_manager_member_id_idx').on(table.managerMemberId), + index('member_profile_updated_by_idx').on(table.updatedBy), + check('member_profile_not_own_manager', sql`${table.managerMemberId} <> ${table.memberId}`), + ] +) + /** * Per-member usage limit (in dollars) scoped to a single organization. * diff --git a/packages/testing/src/mocks/audit.mock.ts b/packages/testing/src/mocks/audit.mock.ts index 0d725ae4431..514f5b5c445 100644 --- a/packages/testing/src/mocks/audit.mock.ts +++ b/packages/testing/src/mocks/audit.mock.ts @@ -140,6 +140,8 @@ const AuditAction = { ORG_MEMBER_REMOVED: 'org_member.removed', ORG_MEMBER_ROLE_CHANGED: 'org_member.role_changed', 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_INVITATION_CREATED: 'org_invitation.created', ORG_INVITATION_UPDATED: 'org_invitation.updated', ORG_INVITATION_ACCEPTED: 'org_invitation.accepted', diff --git a/packages/testing/src/mocks/schema-tables.generated.ts b/packages/testing/src/mocks/schema-tables.generated.ts index be1d472a736..4e760043c7c 100644 --- a/packages/testing/src/mocks/schema-tables.generated.ts +++ b/packages/testing/src/mocks/schema-tables.generated.ts @@ -451,6 +451,16 @@ export const GENERATED_SCHEMA_TABLES = { ], organizationSearchHistory: ['organizationId', 'userId', 'sources', 'queries'], member: ['id', 'userId', 'organizationId', 'role', 'createdAt'], + memberProfile: [ + 'memberId', + 'title', + 'department', + 'location', + 'startDate', + 'managerMemberId', + 'updatedBy', + 'updatedAt', + ], organizationMemberUsageLimit: [ 'id', 'organizationId', diff --git a/scripts/check-unused-exports.baseline.json b/scripts/check-unused-exports.baseline.json index 471af669731..ae8a232b4ef 100644 --- a/scripts/check-unused-exports.baseline.json +++ b/scripts/check-unused-exports.baseline.json @@ -4830,7 +4830,6 @@ "apps/sim/lib/organization-secrets/validation.ts#MAX_MOUNTED_SECRET_NAMES", "apps/sim/lib/organization-secrets/validation.ts#MAX_SECRET_VALUE_BYTES", "apps/sim/lib/organizations/application/configuration-operations.ts#OrganizationConfigurationOperation", - "apps/sim/lib/organizations/application/reads.ts#requireOrganizationMemberDirectory", "apps/sim/lib/permission-groups/capabilities.ts#AssertsParameterizedCapabilityIsExcluded", "apps/sim/lib/permission-groups/capabilities.ts#AssertsStaticCapabilityResolves", "apps/sim/lib/permission-groups/capabilities.ts#CAPABILITY_IDS", From 6513119fbf9f53573fffe1a2b6e8ae92be42dda5 Mon Sep 17 00:00:00 2001 From: Waleed Latif Date: Sat, 31 Oct 2026 01:51:35 -0700 Subject: [PATCH 2/5] fix(people): clearable manager and department pickers, exact spreadsheet dates and row numbers, loop checks through suspended members --- .../people/[memberId]/person-modal.tsx | 32 +++++++----- .../people/people-import-modal.tsx | 51 ++++++++++++------- .../app/o/[organizationId]/people/people.tsx | 22 ++++---- apps/sim/lib/api/contracts/people.ts | 9 +++- apps/sim/lib/people/application/use-cases.ts | 9 ++-- apps/sim/lib/people/import.test.ts | 31 +++++++++-- apps/sim/lib/people/import.ts | 6 ++- apps/sim/lib/people/repository.ts | 11 ++-- apps/sim/scripts/test-people-e2e.ts | 4 +- 9 files changed, 122 insertions(+), 53 deletions(-) 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 a9502f16f67..0573dab5afa 100644 --- a/apps/sim/app/o/[organizationId]/people/[memberId]/person-modal.tsx +++ b/apps/sim/app/o/[organizationId]/people/[memberId]/person-modal.tsx @@ -20,6 +20,9 @@ import { useDebounce } from '@/hooks/use-debounce' type TextField = 'title' | 'department' | 'location' +/** The picker's value for no manager; membership ids are never this. */ +const NO_MANAGER = 'no-manager' + const TEXT_FIELDS: readonly { field: TextField; title: string; placeholder: string }[] = [ { field: 'title', title: 'Title', placeholder: 'Staff Engineer' }, { field: 'department', title: 'Department', placeholder: 'Engineering' }, @@ -51,11 +54,16 @@ export function PersonModal({ organizationId, person, onClose }: PersonModalProp useDebounce(managerSearch.trim(), SEARCH_DEBOUNCE_MS), '' ) - const managerOptions = (candidates.data?.pages ?? []).flatMap((page) => - page.people - .filter((candidate) => candidate.memberId !== person.memberId) - .map((candidate) => ({ value: candidate.memberId, label: candidate.name })) + 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 managerLabel = (draft.managerMemberId && managerName) || 'No manager' const change = (field: K, value: PersonBody[K]) => { @@ -122,20 +130,20 @@ export function PersonModal({ organizationId, person, onClose }: PersonModalProp {() => ( { - setManagerName( - managerOptions.find((option) => option.value === value)?.label ?? null - ) - change('managerMemberId', value || null) + const manager = found.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} - showAllOption - allOptionLabel='No manager' + 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/people-import-modal.tsx b/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx index cb604da59a1..5f395e5ea35 100644 --- a/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx +++ b/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx @@ -30,39 +30,54 @@ interface PeopleSheet { } /** - * The first sheet as text rows keyed by header. Delimited text is read verbatim so the server - * interprets dates the same way for every file; spreadsheet date cells become `YYYY-MM-DD`. + * The first sheet as text rows keyed by header, one per sheet row (blank ones included) so the + * row numbers in the preview match the spreadsheet. Delimited text is read verbatim so the server + * interprets dates the same way for every file. A spreadsheet date cell is read from its stored + * value, not the text its locale displays, so `31/01/2024` and `1/31/24` both arrive as + * `2024-01-31`. */ async function readPeopleSheet(file: File): Promise { if (file.size > MAX_FILE_BYTES) throw new Error('Choose a file under 5 MB') const XLSX = await import('xlsx') - const delimited = /\.(csv|tsv)$/i.test(file.name) const workbook = XLSX.read(await file.arrayBuffer(), { type: 'array', - raw: delimited, - cellDates: !delimited, + raw: /\.(csv|tsv)$/i.test(file.name), dense: true, }) const sheet = workbook.Sheets[workbook.SheetNames[0] ?? ''] - if (!sheet) throw new Error('The file has no sheets') - const [headerRow = [], ...body] = XLSX.utils.sheet_to_json(sheet, { - header: 1, - raw: false, - dateNF: 'yyyy-mm-dd', - defval: '', - blankrows: false, - }) - const headers = headerRow.map((value) => String(value).trim()) - const columns = headers.flatMap((header, index) => (header ? [{ header, index }] : [])) + if (!sheet?.['!ref']) throw new Error('The file has no rows') + const range = XLSX.utils.decode_range(sheet['!ref']) + const grid = sheet['!data'] ?? [] + const text = (row: number, column: number): string => { + const cell = grid[row]?.[column] + if (!cell || cell.v === undefined || cell.v === null) return '' + if (cell.t === 'n' && XLSX.SSF.is_date(cell.z ?? '')) { + const date = XLSX.SSF.parse_date_code(Number(cell.v)) + return `${date.y}-${String(date.m).padStart(2, '0')}-${String(date.d).padStart(2, '0')}` + } + return String(cell.w ?? cell.v).trim() + } + const columns: { header: string; index: number }[] = [] + for (let index = range.s.c; index <= range.e.c; index++) { + 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`) + } + columns.push({ header, index }) + } if (!columns.length) throw new Error('The first row should name the columns') - if (body.length > PEOPLE_IMPORT_MAX_ROWS) { + const rowCount = range.e.r - range.s.r + if (rowCount > PEOPLE_IMPORT_MAX_ROWS) { throw new Error(`Import at most ${PEOPLE_IMPORT_MAX_ROWS} rows at a time`) } return { fileName: file.name, headers: columns.map(({ header }) => header), - rows: body.map((row) => - Object.fromEntries(columns.map(({ header, index }) => [header, String(row[index] ?? '')])) + rows: Array.from({ length: rowCount }, (_, offset) => + Object.fromEntries( + columns.map(({ header, index }) => [header, text(range.s.r + 1 + offset, index)]) + ) ), } } diff --git a/apps/sim/app/o/[organizationId]/people/people.tsx b/apps/sim/app/o/[organizationId]/people/people.tsx index 26a01be8f29..8cd5913c685 100644 --- a/apps/sim/app/o/[organizationId]/people/people.tsx +++ b/apps/sim/app/o/[organizationId]/people/people.tsx @@ -35,6 +35,9 @@ import { useDepartments, usePeople } from '@/hooks/queries/people' import { useDebouncedSearchSetter } from '@/hooks/use-debounced-search-setter' import { useSearchFilterValue } from '@/hooks/use-search-filter-value' +/** The filter's value for every department: stored text can't hold a NUL, so no department is this. */ +const ALL_DEPARTMENTS = '\u0000all' + function personCell(person: PersonSummary) { return { icon: , @@ -117,18 +120,19 @@ export function People({ organizationId }: PeopleProps) { ({ - value: name, - label: `${name} (${count})`, - }))} - value={department} - onChange={setDepartment} + options={[ + { value: ALL_DEPARTMENTS, label: 'All' }, + ...departments.map(({ name, count }) => ({ + value: name, + label: `${name} (${count})`, + })), + ]} + value={department || ALL_DEPARTMENTS} + onChange={(value) => setDepartment(value === ALL_DEPARTMENTS ? '' : value)} overlayContent={department || 'All'} searchable searchPlaceholder='Search departments...' - showAllOption - allOptionLabel='All' - emptyMessage='No departments recorded yet' + emptyMessage='No departments match' className='w-full' /> diff --git a/apps/sim/lib/api/contracts/people.ts b/apps/sim/lib/api/contracts/people.ts index 8d74955015e..eab40796133 100644 --- a/apps/sim/lib/api/contracts/people.ts +++ b/apps/sim/lib/api/contracts/people.ts @@ -106,7 +106,14 @@ export const importPeopleContract = defineRouteContract({ params, body: z .object({ - headers: z.array(z.string().max(200)).min(1).max(100), + 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' + ), rows: z .array(z.record(z.string().max(200), z.string().max(1000))) .min(1, 'The file has no rows') diff --git a/apps/sim/lib/people/application/use-cases.ts b/apps/sim/lib/people/application/use-cases.ts index 7defb34b360..ca289bfea09 100644 --- a/apps/sim/lib/people/application/use-cases.ts +++ b/apps/sim/lib/people/application/use-cases.ts @@ -24,18 +24,19 @@ interface PersonInput extends OrganizationInput { /** Issues past this many are counted, not listed, so a broken file can't flood the response. */ const MAX_REPORTED_ISSUES = 200 -async function authorizeDirectory({ +async function authorizeDirectory({ input, context, -}: OrganizationUseCaseContext): Promise { +}: OrganizationUseCaseContext): Promise { await Promise.all([ requirePeopleEnabled(input.organizationId), requireOrganizationMemberDirectory(input.organizationId, context.role), ]) } -const authorizeAdministration = ({ input }: OrganizationUseCaseContext) => - requirePeopleEnabled(input.organizationId) +const authorizeAdministration = ({ + input, +}: OrganizationUseCaseContext) => requirePeopleEnabled(input.organizationId) export const listPeople = defineAuthorizedOrganizationUseCase({ operation: peopleOperations.list, diff --git a/apps/sim/lib/people/import.test.ts b/apps/sim/lib/people/import.test.ts index 80c5f60389c..9292821b322 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 } -const bo = { memberId: 'm-bo', email: 'bo@example.com', profile: null } -const cy = { memberId: 'm-cy', email: 'cy@example.com', profile: null } +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 } function plan( headers: string[], @@ -313,6 +313,31 @@ 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('combines location parts, leaving out the blank ones', () => { const result = plan( ['email', 'city', 'state', 'country'], diff --git a/apps/sim/lib/people/import.ts b/apps/sim/lib/people/import.ts index 6ed29d0507e..a5ad5697b10 100644 --- a/apps/sim/lib/people/import.ts +++ b/apps/sim/lib/people/import.ts @@ -92,6 +92,8 @@ 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 } interface PeopleImportIssue { @@ -177,7 +179,9 @@ export function planPeopleImport({ rows: readonly Record[] members: readonly PeopleImportMember[] }): PeopleImportPlan { - const byEmail = new Map(members.map((member) => [member.email.toLowerCase(), member])) + const byEmail = new Map( + members.filter((member) => member.active).map((member) => [member.email.toLowerCase(), member]) + ) const managers = new Map( members.map((member) => [member.memberId, member.profile?.managerMemberId ?? null]) ) diff --git a/apps/sim/lib/people/repository.ts b/apps/sim/lib/people/repository.ts index bda7012fd4c..0efb319fb13 100644 --- a/apps/sim/lib/people/repository.ts +++ b/apps/sim/lib/people/repository.ts @@ -267,7 +267,10 @@ export async function isInReportingChain( return row?.found === true } -/** Every active member with the email they are matched by and their stored profile. */ +/** + * 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. + */ export async function listMemberProfiles( executor: DbOrTx, organizationId: string @@ -282,14 +285,16 @@ export async function listMemberProfiles( startDate: memberProfile.startDate, managerMemberId: memberProfile.managerMemberId, hasProfile: sql`${memberProfile.memberId} IS NOT NULL`, + active: sql`${user.suspendedAt} IS NULL`, }) .from(member) .innerJoin(user, eq(user.id, member.userId)) .leftJoin(memberProfile, eq(memberProfile.memberId, member.id)) - .where(and(eq(member.organizationId, organizationId), ACTIVE_USER)) - return rows.map(({ memberId, email, hasProfile, ...profile }) => ({ + .where(eq(member.organizationId, organizationId)) + return rows.map(({ memberId, email, hasProfile, active, ...profile }) => ({ memberId, email, + active, profile: hasProfile ? profile : null, })) } diff --git a/apps/sim/scripts/test-people-e2e.ts b/apps/sim/scripts/test-people-e2e.ts index 144348293c8..4cf8ac2eed3 100644 --- a/apps/sim/scripts/test-people-e2e.ts +++ b/apps/sim/scripts/test-people-e2e.ts @@ -166,8 +166,8 @@ async function run() { const { people } = await api(ada, '', {}) assert(Array.isArray(people) && people.length === 3, `Expected 3 people, got ${people}`) assert.deepEqual((await api(ada, '/departments', {})).departments, []) - await api({ ...outsider, orgId }, '', { expected: 403 }) - await api({ ...outsider, orgId }, `/${ada.memberId}`, { expected: 403 }) + await api({ ...outsider, orgId }, '', { expected: 404 }) + await api({ ...outsider, orgId }, `/${ada.memberId}`, { expected: 404 }) await api(outsider, `/${ada.memberId}`, { expected: 404 }) }) From 62af64f96f458650a8aa4fca9198fb5cf1b220f1 Mon Sep 17 00:00:00 2001 From: Waleed Latif Date: Sat, 31 Oct 2026 02:03:24 -0700 Subject: [PATCH 3/5] fix(people): consistent profile reads, capability-aware navigation, unambiguous email matching, stricter dates, guarded workbook parsing --- apps/sim/app/o/[organizationId]/layout.tsx | 7 +++-- apps/sim/app/o/[organizationId]/page.tsx | 11 ++++---- .../people/people-import-modal.tsx | 15 ++++++++--- apps/sim/lib/people/application/use-cases.ts | 19 +++++++++----- apps/sim/lib/people/feature-flag.ts | 15 +++++++++++ apps/sim/lib/people/import.test.ts | 20 +++++++++++++- apps/sim/lib/people/import.ts | 26 ++++++++++++++----- apps/sim/lib/people/repository.ts | 6 +++-- apps/sim/lib/people/validation.ts | 4 ++- apps/sim/scripts/test-people-e2e.ts | 2 +- 10 files changed, 94 insertions(+), 31 deletions(-) diff --git a/apps/sim/app/o/[organizationId]/layout.tsx b/apps/sim/app/o/[organizationId]/layout.tsx index 5f3a796fd83..7ff0b566493 100644 --- a/apps/sim/app/o/[organizationId]/layout.tsx +++ b/apps/sim/app/o/[organizationId]/layout.tsx @@ -12,7 +12,7 @@ import { isDashboardsEnabled } from '@/lib/dashboards/feature-flag' import { isMothershipModelSelectorEnabled } from '@/lib/mothership/feature-flags' import { organizationRoutes, WORKSPACE_SETTINGS_PATH } from '@/lib/navigation/paths' import { getOrganizationSurfaceContext } from '@/lib/organizations/surface' -import { isPeopleEnabled } from '@/lib/people/feature-flag' +import { canBrowsePeople } from '@/lib/people/feature-flag' import { isProjectsEnabled } from '@/lib/projects/rollout.server' import { isSimLinksEnabled } from '@/lib/sim-links/feature-flag' import { isWorkflowTestsEnabled } from '@/lib/workflow-tests/feature-flag' @@ -65,7 +65,8 @@ export default async function OrganizationLayout({ if (!context) { return } - if (!context.mothershipAvailable && !context.searchAccess.memberScoped) + const peopleEnabled = await canBrowsePeople(organizationId, context.viewer.role) + if (!context.mothershipAvailable && !context.searchAccess.memberScoped && !peopleEnabled) redirect(WORKSPACE_SETTINGS_PATH) const [ @@ -78,7 +79,6 @@ export default async function OrganizationLayout({ changelogEnabled, projectsEnabled, simLinksEnabled, - peopleEnabled, ] = await Promise.all([ prefetchOrganizationSidebar( queryClient, @@ -97,7 +97,6 @@ export default async function OrganizationLayout({ isChangelogEnabled(organizationId), isProjectsEnabled(), isSimLinksEnabled(organizationId), - isPeopleEnabled(organizationId), ]) const initialSidebarCollapsed = cookieStore.get('sidebar_collapsed')?.value === '1' diff --git a/apps/sim/app/o/[organizationId]/page.tsx b/apps/sim/app/o/[organizationId]/page.tsx index 14bc0c9c529..91ba4ea63e6 100644 --- a/apps/sim/app/o/[organizationId]/page.tsx +++ b/apps/sim/app/o/[organizationId]/page.tsx @@ -2,6 +2,7 @@ import { notFound, redirect } from 'next/navigation' import { getSession } from '@/lib/auth' import { organizationRoutes, WORKSPACE_SETTINGS_PATH } from '@/lib/navigation/paths' import { getOrganizationSurfaceContext } from '@/lib/organizations/surface' +import { canBrowsePeople } from '@/lib/people/feature-flag' import { buildAuthCrossLink } from '@/app/(auth)/auth-redirect' export default async function OrganizationPage({ @@ -17,11 +18,11 @@ export default async function OrganizationPage({ } const context = await getOrganizationSurfaceContext(organizationId, session.user.id) if (!context) notFound() + if (context.mothershipAvailable && context.canBuild) redirect(routes.home) + if (context.searchAccess.memberScoped) redirect(routes.search) redirect( - context.mothershipAvailable && context.canBuild - ? routes.home - : context.searchAccess.memberScoped - ? routes.search - : WORKSPACE_SETTINGS_PATH + (await canBrowsePeople(organizationId, context.viewer.role)) + ? routes.people + : WORKSPACE_SETTINGS_PATH ) } 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 5f395e5ea35..bb5d67b95ef 100644 --- a/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx +++ b/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx @@ -15,6 +15,7 @@ import { } from '@sim/emcn' import { getErrorMessage } from '@sim/utils/errors' import { PEOPLE_IMPORT_MAX_ROWS, type PeopleImportResult } from '@/lib/api/contracts/people' +import { assertOoxmlPreviewWithinLimits } from '@/lib/file-parsers/ooxml-preview-guard' import { saveBlob } from '@/lib/uploads/client/download' import { useImportPeople } from '@/hooks/queries/people' @@ -38,8 +39,10 @@ interface PeopleSheet { */ async function readPeopleSheet(file: File): Promise { if (file.size > MAX_FILE_BYTES) throw new Error('Choose a file under 5 MB') + const data = new Uint8Array(await file.arrayBuffer()) + if (/\.xlsx$/i.test(file.name)) await assertOoxmlPreviewWithinLimits(data) const XLSX = await import('xlsx') - const workbook = XLSX.read(await file.arrayBuffer(), { + const workbook = XLSX.read(data, { type: 'array', raw: /\.(csv|tsv)$/i.test(file.name), dense: true, @@ -91,7 +94,11 @@ function plural(count: number, noun: string): string { } /** The preview's issues in file order, with a count of any past the ones listed. */ -function ImportIssueList({ result }: { result: PeopleImportResult }) { +interface ImportIssueListProps { + result: PeopleImportResult +} + +function ImportIssueList({ result }: ImportIssueListProps) { const listRef = useRef(null) const edges = useScrollEdges(listRef) const unlisted = result.skipped + result.warnings - result.issues.length @@ -108,9 +115,9 @@ function ImportIssueList({ result }: { result: PeopleImportResult }) {
  • Row {issue.row}{' '} {issue.email ? `${issue.email}: ` : ''} {issue.message} diff --git a/apps/sim/lib/people/application/use-cases.ts b/apps/sim/lib/people/application/use-cases.ts index ca289bfea09..8ae99e0cf17 100644 --- a/apps/sim/lib/people/application/use-cases.ts +++ b/apps/sim/lib/people/application/use-cases.ts @@ -56,16 +56,23 @@ export const listDepartments = defineAuthorizedOrganizationUseCase({ repository.listDepartments(input.organizationId), }) -/** One person with the managers above them and the people who report to them. */ +/** + * One person with the managers above them and the people who report to them, read from one + * snapshot so a reporting-line edit made meanwhile can't leave the three disagreeing. + */ export const getPerson = defineAuthorizedOrganizationUseCase({ operation: peopleOperations.get, authorizeResource: authorizeDirectory, async execute({ input }: OrganizationUseCaseContext) { - const [person, chain, reports] = await Promise.all([ - repository.getPerson(db, input.organizationId, input.memberId), - repository.getReportingChain(input.organizationId, input.memberId), - repository.listDirectReports(input.organizationId, input.memberId), - ]) + 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), + }), + { isolationLevel: 'repeatable read', accessMode: 'read only' } + ) if (!person) throw new OrchestrationError('not_found', 'Person not found') return { person, chain, reports } }, diff --git a/apps/sim/lib/people/feature-flag.ts b/apps/sim/lib/people/feature-flag.ts index fc60b6c4637..1b8cd6e00fe 100644 --- a/apps/sim/lib/people/feature-flag.ts +++ b/apps/sim/lib/people/feature-flag.ts @@ -1,5 +1,7 @@ +import { isOrgAdminRole } from '@sim/platform-authz/workspace' import { isFeatureEnabled } from '@/lib/core/config/feature-flags' import { OrchestrationError } from '@/lib/core/orchestration/types' +import { isOrganizationCapabilityWithheld } from '@/lib/permission-groups/capability-assertions' export function isPeopleEnabled(organizationId: string): Promise { return isFeatureEnabled('people', { orgId: organizationId }) @@ -10,3 +12,16 @@ export async function requirePeopleEnabled(organizationId: string): Promise { + if (!(await isPeopleEnabled(organizationId))) return false + return ( + isOrgAdminRole(role) || + !(await isOrganizationCapabilityWithheld(organizationId, 'organization.member_directory')) + ) +} diff --git a/apps/sim/lib/people/import.test.ts b/apps/sim/lib/people/import.test.ts index 9292821b322..cf08baa2ff9 100644 --- a/apps/sim/lib/people/import.test.ts +++ b/apps/sim/lib/people/import.test.ts @@ -215,6 +215,7 @@ describe('planPeopleImport', () => { ['2021/3/4', '2021-03-04'], ['3/4/2021', '2021-03-04'], ['2021-03-04T09:00:00Z', '2021-03-04'], + ['2021-03-04 09:00', '2021-03-04'], ])('reads the start date %s', (value, startDate) => { const result = plan( ['email', 'start date'], @@ -223,7 +224,7 @@ describe('planPeopleImport', () => { expect(result.changes).toEqual([{ memberId: 'm-ada', profile: profile({ startDate }) }]) }) - it.each(['2021-02-30', '13/45/2021', '04.03.2021', 'March 4', '1/2/21'])( + it.each(['2021-02-30', '13/45/2021', '04.03.2021', 'March 4', '1/2/21', '2021-03-04Tsoon'])( 'skips the row with the unreadable start date %s instead of guessing', (value) => { const result = plan( @@ -338,6 +339,23 @@ describe('planPeopleImport', () => { ]) }) + 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 result = plan( + ['email', 'title', 'manager email'], + [ + { email: 'ada@example.com', title: 'A', 'manager email': '' }, + { email: 'bo@example.com', title: 'B', 'manager email': 'Ada@Example.com' }, + ], + [ada, twin, bo] + ) + expect(result.changes).toEqual([{ memberId: 'm-bo', profile: profile({ title: 'B' }) }]) + expect(result.issues).toEqual([ + expect.objectContaining({ row: 2, severity: 'skipped' }), + expect.objectContaining({ row: 3, severity: 'warning' }), + ]) + }) + it('combines location parts, leaving out the blank ones', () => { const result = plan( ['email', 'city', 'state', 'country'], diff --git a/apps/sim/lib/people/import.ts b/apps/sim/lib/people/import.ts index a5ad5697b10..b04b3cd78ef 100644 --- a/apps/sim/lib/people/import.ts +++ b/apps/sim/lib/people/import.ts @@ -1,3 +1,4 @@ +import { normalizeEmail } from '@sim/utils/string' import { z } from 'zod' import { type MemberProfileFields, @@ -179,9 +180,17 @@ export function planPeopleImport({ rows: readonly Record[] members: readonly PeopleImportMember[] }): PeopleImportPlan { - const byEmail = new Map( - members.filter((member) => member.active).map((member) => [member.email.toLowerCase(), member]) - ) + 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) + } + /** The one active member an address names; `undefined` when none or several do. */ + const memberWith = (email: string) => { + const found = byEmail.get(email) + return found === 'ambiguous' ? undefined : found + } const managers = new Map( members.map((member) => [member.memberId, member.profile?.managerMemberId ?? null]) ) @@ -193,14 +202,17 @@ export function planPeopleImport({ rows.forEach((row, index) => { const rowNumber = index + 2 if (Object.values(row).every((value) => !value?.trim())) return - const email = cell(row, columns.email).toLowerCase() + const email = normalizeEmail(cell(row, columns.email)) 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') const earlierRow = acceptedRowByEmail.get(email) if (earlierRow !== undefined) return skip(`Already listed in row ${earlierRow}`) - const member = byEmail.get(email) + if (byEmail.get(email) === 'ambiguous') { + return skip('More than one member has this email, so the row was not applied') + } + const member = memberWith(email) if (!member) return skip('Not a member of this organization') const fields: Partial = {} @@ -228,8 +240,8 @@ export function planPeopleImport({ let warning: string | null = null if (columns.managerEmail !== undefined) { - const managerEmail = cell(row, columns.managerEmail).toLowerCase() - const manager = managerEmail ? byEmail.get(managerEmail) : null + 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 diff --git a/apps/sim/lib/people/repository.ts b/apps/sim/lib/people/repository.ts index 0efb319fb13..1c268d7562c 100644 --- a/apps/sim/lib/people/repository.ts +++ b/apps/sim/lib/people/repository.ts @@ -176,10 +176,11 @@ export async function getPerson( * ends at a manager who is suspended or outside the organization, and never revisits anyone. */ export async function getReportingChain( + executor: DbOrTx, organizationId: string, memberId: string ): Promise { - const rows = await db.execute(sql` + 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 @@ -206,10 +207,11 @@ export async function getReportingChain( /** The active people who report to `memberId`, by name. */ export async function listDirectReports( + executor: DbOrTx, organizationId: string, memberId: string ): Promise { - return db + return executor .select(summaryColumns) .from(member) .innerJoin(user, eq(user.id, member.userId)) diff --git a/apps/sim/lib/people/validation.ts b/apps/sim/lib/people/validation.ts index d2b739864c2..f77596ea7c1 100644 --- a/apps/sim/lib/people/validation.ts +++ b/apps/sim/lib/people/validation.ts @@ -2,7 +2,9 @@ import { z } from 'zod' export const PROFILE_TEXT_MAX_LENGTH = 200 -const ISO_DATE = /^(\d{4})[-/](\d{1,2})[-/](\d{1,2})(?:T.*)?$/ +/** A date, optionally with a time of day and offset, which are dropped. */ +const ISO_DATE = + /^(\d{4})[-/](\d{1,2})[-/](\d{1,2})(?:[T ]\d{2}:\d{2}(?::\d{2}(?:\.\d+)?)?(?:Z|[+-]\d{2}:?\d{2})?)?$/ const US_DATE = /^(\d{1,2})\/(\d{1,2})\/(\d{4})$/ function calendarDate(year: number, month: number, day: number): string | null { diff --git a/apps/sim/scripts/test-people-e2e.ts b/apps/sim/scripts/test-people-e2e.ts index 4cf8ac2eed3..32ab7b38af2 100644 --- a/apps/sim/scripts/test-people-e2e.ts +++ b/apps/sim/scripts/test-people-e2e.ts @@ -320,7 +320,7 @@ async function run() { from audit_log where resource_id = ${orgId} and action in ${sql(Object.keys(expected))} group by action` counts = Object.fromEntries(rows.map((row) => [row.action, row.count])) - if (counts['org_people.imported'] === expected['org_people.imported']) break + if (Object.entries(expected).every(([action, count]) => counts[action] === count)) break await sleep(250) } assert.deepEqual(counts, expected, 'Previews are not audited; each apply and edit is') From 4b77caf9d10eae6ecb298a5bd2d240ef838c762c Mon Sep 17 00:00:00 2001 From: Waleed Latif Date: Sat, 31 Oct 2026 02:13:33 -0700 Subject: [PATCH 4/5] fix(people): read a page and its managers from one snapshot --- apps/sim/lib/people/repository.ts | 30 +++++++++++++++++++----------- 1 file changed, 19 insertions(+), 11 deletions(-) diff --git a/apps/sim/lib/people/repository.ts b/apps/sim/lib/people/repository.ts index 1c268d7562c..e8584b6c0e5 100644 --- a/apps/sim/lib/people/repository.ts +++ b/apps/sim/lib/people/repository.ts @@ -118,7 +118,10 @@ const SEARCHED_COLUMNS = [ memberProfile.location, ] -/** A page of people by name, then membership id, so equal names still page stably. */ +/** + * 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, { @@ -128,17 +131,22 @@ export async function listPeople( }: { search?: string; department?: string; cursorKeys?: CursorKey[] } ): Promise> { const term = search?.trim() || undefined - const rows = await selectPeople( - db, - organizationId, - term ? or(...SEARCHED_COLUMNS.map((column) => searchFilter(column, term))) : undefined, - department ? eq(memberProfile.department, department) : undefined, - resumeKeyset(PEOPLE_KEYS, cursorKeys, 'asc') + 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') + ) + .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' } ) - .orderBy(...keysetOrderBy(PEOPLE_KEYS, 'asc')) - .limit(PAGE_SIZE + 1) - const page = keysetPage(PEOPLE_KEYS, rows, PAGE_SIZE) - return { ...page, data: await withManagers(db, organizationId, page.data) } } /** The departments active people belong to, largest first. */ From c9e655a549d26f8d17df0c592a46ba134069ee01 Mon Sep 17 00:00:00 2001 From: Waleed Latif Date: Sat, 31 Oct 2026 02:22:51 -0700 Subject: [PATCH 5/5] fix(people): send import rows as positional cells so wide files stay within request limits --- .../o/[organizationId]/people/people-import-modal.tsx | 9 ++++----- apps/sim/hooks/queries/people.ts | 2 +- apps/sim/lib/api/contracts/people.ts | 3 ++- apps/sim/lib/people/application/use-cases.ts | 7 +++++-- apps/sim/scripts/test-people-e2e.ts | 5 +---- 5 files changed, 13 insertions(+), 13 deletions(-) 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 bb5d67b95ef..ac2f7ae4082 100644 --- a/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx +++ b/apps/sim/app/o/[organizationId]/people/people-import-modal.tsx @@ -27,11 +27,12 @@ const TEMPLATE_CSV = interface PeopleSheet { fileName: string headers: string[] - rows: Record[] + /** Each row's cells, in `headers` order. */ + rows: string[][] } /** - * The first sheet as text rows keyed by header, one per sheet row (blank ones included) so the + * The first sheet's named columns and its rows of cells, one per sheet row (blank ones included) so the * row numbers in the preview match the spreadsheet. Delimited text is read verbatim so the server * interprets dates the same way for every file. A spreadsheet date cell is read from its stored * value, not the text its locale displays, so `31/01/2024` and `1/31/24` both arrive as @@ -78,9 +79,7 @@ async function readPeopleSheet(file: File): Promise { fileName: file.name, headers: columns.map(({ header }) => header), rows: Array.from({ length: rowCount }, (_, offset) => - Object.fromEntries( - columns.map(({ header, index }) => [header, text(range.s.r + 1 + offset, index)]) - ) + columns.map(({ index }) => text(range.s.r + 1 + offset, index)) ), } } diff --git a/apps/sim/hooks/queries/people.ts b/apps/sim/hooks/queries/people.ts index 23e80b92fb5..c13bf3dc09b 100644 --- a/apps/sim/hooks/queries/people.ts +++ b/apps/sim/hooks/queries/people.ts @@ -87,7 +87,7 @@ export function useUpdatePerson(organizationId: string) { export function useImportPeople(organizationId: string) { const invalidate = useInvalidatePeople(organizationId) return useMutation({ - mutationFn: (body: { headers: string[]; rows: Record[]; apply: boolean }) => + mutationFn: (body: { headers: string[]; rows: string[][]; apply: boolean }) => requestJson(importPeopleContract, { params: { id: organizationId }, body }), onSuccess: (result) => { if (result.applied) return invalidate() diff --git a/apps/sim/lib/api/contracts/people.ts b/apps/sim/lib/api/contracts/people.ts index eab40796133..7c904ec4104 100644 --- a/apps/sim/lib/api/contracts/people.ts +++ b/apps/sim/lib/api/contracts/people.ts @@ -114,8 +114,9 @@ export const importPeopleContract = defineRouteContract({ (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.record(z.string().max(200), z.string().max(1000))) + .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. */ diff --git a/apps/sim/lib/people/application/use-cases.ts b/apps/sim/lib/people/application/use-cases.ts index 8ae99e0cf17..289aae0ea68 100644 --- a/apps/sim/lib/people/application/use-cases.ts +++ b/apps/sim/lib/people/application/use-cases.ts @@ -144,12 +144,15 @@ export const importPeople = defineAuthorizedOrganizationUseCase({ input, context, }: OrganizationUseCaseContext< - OrganizationInput & { headers: string[]; rows: Record[]; apply: boolean } + OrganizationInput & { headers: string[]; rows: string[][]; apply: boolean } >): 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: input.rows, members }) + planPeopleImport({ columns: matched.columns, rows, members }) const result = input.apply ? await db.transaction(async (tx) => { await repository.lockProfiles(tx, input.organizationId) diff --git a/apps/sim/scripts/test-people-e2e.ts b/apps/sim/scripts/test-people-e2e.ts index 32ab7b38af2..abacc77cc56 100644 --- a/apps/sim/scripts/test-people-e2e.ts +++ b/apps/sim/scripts/test-people-e2e.ts @@ -78,10 +78,7 @@ async function api( function importRows(member: Member, csv: string, apply: boolean, expected = 200) { const [headerLine, ...lines] = csv.trim().split('\n') const headers = headerLine.split(',') - const rows = lines.map((line) => { - const cells = line.split(',') - return Object.fromEntries(headers.map((header, index) => [header, cells[index] ?? ''])) - }) + const rows = lines.map((line) => line.split(',')) return api(member, '/import', { method: 'POST', body: { headers, rows, apply }, expected }) }