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Merged
pull merged 1 commit into from
Feb 13, 2026
+935 −842
Merged

[pull] main from activepieces:main #1000

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2 changes: 1 addition & 1 deletion packages/pieces/community/salesforce/package.json
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Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
{
"name": "@activepieces/piece-salesforce",
"version": "0.4.0"
"version": "0.5.0"
}
361 changes: 176 additions & 185 deletions packages/pieces/community/salesforce/src/lib/action/run-report.ts
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Original file line number Diff line number Diff line change
Expand Up @@ -4,214 +4,205 @@ import { salesforceAuth } from '../..';
import { callSalesforceApi, salesforcesCommon } from '../common';

export const runReport = createAction({
auth: salesforceAuth,
name: 'run_report',
displayName: 'Run Report',
description:
'Execute a Salesforce analytics report and return the results as easy-to-use rows.',
props: {
report_id: salesforcesCommon.report,
filters: Property.Json({
displayName: 'Filters',
description:
"Apply dynamic filters to the report run. Leave empty to use the report's saved filters.",
required: false,
defaultValue: [],
}),
},
async run(context) {
const { report_id, filters } = context.propsValue;

let body = undefined;
if (filters && Array.isArray(filters) && filters.length > 0) {
body = {
reportMetadata: {
reportFilters: filters,
},
};
}

const queryParam = '?includeDetails=true';

const response = await callSalesforceApi<SalesforceReportResponse>(
HttpMethod.POST,
context.auth,
`/services/data/v56.0/analytics/reports/${report_id}${queryParam}`,
body
);

const reportData = response.body;

return transformReportToRows(reportData);
},
auth: salesforceAuth,
name: 'run_report',
displayName: 'Run Report',
description:
'Execute a Salesforce analytics report and return the results as easy-to-use rows.',
props: {
report_id: salesforcesCommon.report,
filters: Property.Json({
displayName: 'Filters',
description:
"Apply dynamic filters to the report run. Leave empty to use the report's saved filters.",
required: false,
defaultValue: [
{
column: 'ACCOUNT.NAME',
operator: 'equals',
value: 'Acme',
},
],
}),
},
async run(context) {
const { report_id, filters } = context.propsValue;

let body = undefined;
if (filters && Array.isArray(filters) && filters.length > 0) {
body = {
reportMetadata: {
reportFilters: filters,
},
};
}

const queryParam = '?includeDetails=true';

const response = await callSalesforceApi<SalesforceReportResponse>(
HttpMethod.POST,
context.auth,
`/services/data/v56.0/analytics/reports/${report_id}${queryParam}`,
body
);

const reportData = response.body;

return transformReportToRows(reportData);
},
});

interface SalesforceReportResponse {
attributes: {
reportId: string;
reportName: string;
};
reportMetadata: {
detailColumns: string[];
name: string;
reportFormat: string;
aggregates: string[];
groupingsDown: {
name: string;
sortOrder: string;
dateGranularity: string;
column: string;
}[];
};
reportExtendedMetadata: {
detailColumnInfo: Record<string, { label: string; dataType: string }>;
groupingColumnInfo: Record<string, { label: string; dataType: string }>;
aggregateColumnInfo: Record<string, { label: string; dataType: string }>;
};
factMap: Record<
string,
{
rows: { dataCells: { label: string; value: unknown }[] }[];
aggregates: { label: string; value: unknown }[];
}
>;
groupingsDown: {
groupings: { key: string; label: string; value: unknown }[];
};
attributes: {
reportId: string;
reportName: string;
};
reportMetadata: {
detailColumns: string[];
name: string;
reportFormat: string;
aggregates: string[];
groupingsDown: {
name: string;
sortOrder: string;
dateGranularity: string;
column: string;
}[];
};
reportExtendedMetadata: {
detailColumnInfo: Record<string, { label: string; dataType: string }>;
groupingColumnInfo: Record<string, { label: string; dataType: string }>;
aggregateColumnInfo: Record<string, { label: string; dataType: string }>;
};
factMap: Record<
string,
{
rows: { dataCells: { label: string; value: unknown }[] }[];
aggregates: { label: string; value: unknown }[];
}
>;
groupingsDown: {
groupings: { key: string; label: string; value: unknown }[];
};
}

function transformReportToRows(report: SalesforceReportResponse): {
reportName: string;
reportId: string;
totalRows: number;
columns: string[];
rows: Record<string, unknown>[];
reportName: string;
reportId: string;
totalRows: number;
columns: string[];
rows: Record<string, unknown>[];
} {
const detailColumns = report.reportMetadata?.detailColumns ?? [];
const detailColumnInfo =
report.reportExtendedMetadata?.detailColumnInfo ?? {};
const groupingsDown = report.reportMetadata?.groupingsDown ?? [];
const groupingColumnInfo =
report.reportExtendedMetadata?.groupingColumnInfo ?? {};
const factMap = report.factMap ?? {};

// Build ordered list of column labels for detail columns
const columnLabels = detailColumns.map(
(col) => detailColumnInfo[col]?.label ?? col
);

// Build grouping column labels
const groupingLabels = groupingsDown.map(
(g) => groupingColumnInfo[g.name]?.label ?? g.name
);

const allRows: Record<string, unknown>[] = [];

// Collect grouping labels from groupingsDown for grouped/summary reports
const groupingValues = extractGroupingValues(
report.groupingsDown?.groupings ?? []
);

// Iterate over all factMap entries to collect rows
// Keys: "T!T" (tabular/grand total), "0!T", "1!T" (summary groups), "0!0", "1!0" (matrix), etc.
for (const [factMapKey, factMapEntry] of Object.entries(factMap)) {
if (!factMapEntry?.rows) continue;

// Determine grouping context from the factMap key
const groupContext = resolveGroupingContext(
factMapKey,
groupingValues,
groupingLabels
);

for (const row of factMapEntry.rows) {
const rowObj: Record<string, unknown> = {};

// Add grouping columns if present
for (const [key, value] of Object.entries(groupContext)) {
rowObj[key] = value;
}

// Map each data cell to its column label
if (row.dataCells) {
for (let i = 0; i < row.dataCells.length; i++) {
const label = columnLabels[i] ?? `Column_${i}`;
const cell = row.dataCells[i];
let value = cell.label ?? cell.value;
if (value === '-' || value === '--') {
value = '';
}
rowObj[label] = value;
}
}

allRows.push(rowObj);
}
}

return {
reportName:
report.attributes?.reportName ??
report.reportMetadata?.name ??
'Unknown Report',
reportId: report.attributes.reportId ?? 'Unknown Report',
totalRows: allRows.length,
columns: [...groupingLabels, ...columnLabels],
rows: allRows,
};
const detailColumns = report.reportMetadata?.detailColumns ?? [];
const detailColumnInfo = report.reportExtendedMetadata?.detailColumnInfo ?? {};
const groupingsDown = report.reportMetadata?.groupingsDown ?? [];
const groupingColumnInfo = report.reportExtendedMetadata?.groupingColumnInfo ?? {};
const factMap = report.factMap ?? {};

// Build ordered list of column labels for detail columns
const columnLabels = detailColumns.map((col) => detailColumnInfo[col]?.label ?? col);

// Build grouping column labels
const groupingLabels = groupingsDown.map((g) => groupingColumnInfo[g.name]?.label ?? g.name);

const allRows: Record<string, unknown>[] = [];

// Collect grouping labels from groupingsDown for grouped/summary reports
const groupingValues = extractGroupingValues(report.groupingsDown?.groupings ?? []);

// Iterate over all factMap entries to collect rows
// Keys: "T!T" (tabular/grand total), "0!T", "1!T" (summary groups), "0!0", "1!0" (matrix), etc.
for (const [factMapKey, factMapEntry] of Object.entries(factMap)) {
if (!factMapEntry?.rows) continue;

// Determine grouping context from the factMap key
const groupContext = resolveGroupingContext(factMapKey, groupingValues, groupingLabels);

for (const row of factMapEntry.rows) {
const rowObj: Record<string, unknown> = {};

// Add grouping columns if present
for (const [key, value] of Object.entries(groupContext)) {
rowObj[key] = value;
}

// Map each data cell to its column label
if (row.dataCells) {
for (let i = 0; i < row.dataCells.length; i++) {
const label = columnLabels[i] ?? `Column_${i}`;
const cell = row.dataCells[i];
let value = cell.label ?? cell.value;
if (value === '-' || value === '--') {
value = '';
}
rowObj[label] = value;
}
}

allRows.push(rowObj);
}
}

return {
reportName:
report.attributes?.reportName ?? report.reportMetadata?.name ?? 'Unknown Report',
reportId: report.attributes.reportId ?? 'Unknown Report',
totalRows: allRows.length,
columns: [...groupingLabels, ...columnLabels],
rows: allRows,
};
}

function extractGroupingValues(
groupings: {
key: string;
label: string;
value: unknown;
groupings?: { key: string; label: string; value: unknown }[];
}[],
depth = 0,
result: Record<string, { label: string; depth: number }> = {}
groupings: {
key: string;
label: string;
value: unknown;
groupings?: { key: string; label: string; value: unknown }[];
}[],
depth = 0,
result: Record<string, { label: string; depth: number }> = {}
): Record<string, { label: string; depth: number }> {
for (const grouping of groupings) {
result[grouping.key] = { label: grouping.label, depth };
if (grouping.groupings && grouping.groupings.length > 0) {
extractGroupingValues(grouping.groupings, depth + 1, result);
}
}
return result;
for (const grouping of groupings) {
result[grouping.key] = { label: grouping.label, depth };
if (grouping.groupings && grouping.groupings.length > 0) {
extractGroupingValues(grouping.groupings, depth + 1, result);
}
}
return result;
}

function resolveGroupingContext(
factMapKey: string,
groupingValues: Record<string, { label: string; depth: number }>,
groupingLabels: string[]
factMapKey: string,
groupingValues: Record<string, { label: string; depth: number }>,
groupingLabels: string[]
): Record<string, string> {
const context: Record<string, string> = {};
const context: Record<string, string> = {};

// factMap keys are like "0!T", "0_1!T", "T!T", etc.
// The part before "!" represents row groupings, after "!" represents column groupings
const [rowPart] = factMapKey.split('!');
// factMap keys are like "0!T", "0_1!T", "T!T", etc.
// The part before "!" represents row groupings, after "!" represents column groupings
const [rowPart] = factMapKey.split('!');

if (rowPart === 'T' || !rowPart) {
return context; // Grand total or no grouping
}
if (rowPart === 'T' || !rowPart) {
return context; // Grand total or no grouping
}

// Row grouping keys can be like "0", "0_1" (nested groupings)
const rowKeys = rowPart.split('_');
// Row grouping keys can be like "0", "0_1" (nested groupings)
const rowKeys = rowPart.split('_');

let currentKey = '';
let currentKey = '';

for (let depth = 0; depth < rowKeys.length; depth++) {
currentKey =
depth === 0 ? rowKeys[depth] : `${currentKey}_${rowKeys[depth]}`;
for (let depth = 0; depth < rowKeys.length; depth++) {
currentKey = depth === 0 ? rowKeys[depth] : `${currentKey}_${rowKeys[depth]}`;

const groupInfo = groupingValues[currentKey];
const groupInfo = groupingValues[currentKey];

if (!groupInfo) continue;
if (!groupInfo) continue;

const columnLabel = groupingLabels[depth] ?? `Group_${depth}`;
const columnLabel = groupingLabels[depth] ?? `Group_${depth}`;

context[columnLabel] = groupInfo.label;
}
context[columnLabel] = groupInfo.label;
}

return context;
return context;
}
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