Implement reverse test

.gitignore

@@ -4,4 +4,4 @@ node_modules
 ./tmp
 .cursor
 /tmp
-/tmp-*
+/tmp-*

CHANGELOG.md

@@ -2,6 +2,9 @@
 
 All notable changes to this project will be documented in this file.
 
+## [1.56.3] (02/07/2026)
+Added `update-text-properties` command. It uploads custom text properties from a Liquid Test YAML file to a company file at company, period, reconciliation and account levels for the entries referenced in the test scenario. Usage: `silverfin update-text-properties -u <url> -t <test-name>`. Supports `--handle` for faster YAML file lookup, `--dry-run` to preview the payload, and `--yes` to skip the confirmation prompt.
+
 ## [1.56.2] (25/06/2026)
 Send the staging HTTP Basic Auth header on firm OAuth token requests only when the staging gateway actually requires it (detected via a one-time `WWW-Authenticate: Basic` probe). Fixes `silverfin authorize` and token refresh failing with "unknown client" on stagings that have HTTP basic auth disabled.
 

bin/cli.js

@@ -19,6 +19,8 @@ const { runCommandChecks } = require("../lib/cli/utils");
 const { CwdValidator } = require("../lib/cli/cwdValidator");
 const { AutoCompletions } = require("../lib/cli/autoCompletions");
 const fsUtils = require("../lib/utils/fsUtils");
+const textPropertyUtils = require("../lib/utils/textPropertyUtils");
+const liquidTestUtils = require("../lib/utils/liquidTestUtils");
 
 const firmIdDefault = cliUtils.loadDefaultFirmId();
 cliUtils.handleUncaughtErrors();
@@ -527,6 +529,145 @@ program
     liquidTestGenerator.testGenerator(options.url, testName, reconciledStatus);
   });
 
+// Update Text Properties from Liquid Test data
+program
+  .command("update-text-properties")
+  .description(
+    "Upload custom text properties from a Liquid Test YAML file to a company file. Pushes custom data at the company, period, reconciliation and account levels for every entry referenced in the test scenario (not only the reconciliation in the URL). The URL identifies the target firm/company."
+  )
+  .requiredOption("-u, --url <url>", "Specify the full Silverfin URL of the reconciliation in the company file (mandatory)")
+  .requiredOption("-t, --test <test-name>", "Specify the name of the test to use as data source (mandatory)")
+  .option("-h, --handle <handle>", "Specify the reconciliation handle to narrow down the YAML file search (optional)")
+  .option("--dry-run", "Only transform and display the properties without uploading (optional)", false)
+  .option("-y, --yes", "Skip the confirmation prompt before uploading (optional)", false)
+  .action(async (options) => {
+    // Parse URL to extract IDs
+    const urlData = liquidTestUtils.extractURL(options.url);
+    const { firmId, companyId } = urlData;
+    if (!firmId || !companyId) {
+      consola.error("Could not determine the firm and company from the URL. Double-check the Silverfin URL and try again.");
+      return;
+    }
+
+    // Find the test data in the YAML files
+    const testData = textPropertyUtils.findTestData(options.test, options.handle);
+    consola.info(`Found test "${options.test}" in ${testData.handle}/tests/${testData.file}`);
+
+    // Collect all updates to perform
+    const updates = [];
+
+    // Company-level custom
+    if (testData.company?.custom) {
+      const properties = textPropertyUtils.transformCustomToProperties(testData.company.custom);
+      updates.push({ level: "company", properties, apply: () => SF.updateCompanyCustom(firmId, companyId, properties) });
+    }
+
+    // Fetch all periods once (paginated) if needed for resolving period dates
+    let periodsArray = null;
+
+    for (const [periodKey, periodEntry] of Object.entries(testData.periods)) {
+      // Resolve period date to period ID
+      if (!periodsArray) {
+        periodsArray = await SF.getAllPeriods(firmId, companyId);
+      }
+      const period = periodsArray.find((p) => p.fiscal_year?.end_date === periodKey);
+      if (!period) {
+        consola.warn(`Period "${periodKey}" not found in company — skipping`);
+        continue;
+      }
+      const targetPeriodId = period.id;
+
+      // Period-level custom
+      if (periodEntry.custom) {
+        const properties = textPropertyUtils.transformCustomToProperties(periodEntry.custom);
+        updates.push({ level: `period [${periodKey}]`, properties, apply: () => SF.updatePeriodCustom(firmId, companyId, targetPeriodId, properties) });
+      }
+
+      // Reconciliation-level custom
+      for (const [reconHandle, customData] of Object.entries(periodEntry.reconciliations)) {
+        const properties = textPropertyUtils.transformCustomToProperties(customData);
+        updates.push({
+          level: `reconciliation [${reconHandle}] in ${periodKey}`,
+          properties,
+          apply: async () => {
+            const recon = await SF.findReconciliationInWorkflows(firmId, reconHandle, companyId, targetPeriodId);
+            if (!recon) {
+              consola.error(`Reconciliation "${reconHandle}" not found in any workflow for period ${periodKey}`);
+              return null;
+            }
+            return SF.updateReconciliationCustom(firmId, companyId, targetPeriodId, recon.id, properties);
+          },
+        });
+      }
+
+      // Account-level custom
+      for (const [accountNumber, customData] of Object.entries(periodEntry.accounts)) {
+        const properties = textPropertyUtils.transformCustomToProperties(customData);
+        updates.push({
+          level: `account [${accountNumber}] in ${periodKey}`,
+          properties,
+          apply: async () => {
+            const account = await SF.findAccountByNumber(firmId, companyId, targetPeriodId, accountNumber);
+            const accountId = account?.account?.id;
+            if (!accountId) {
+              consola.error(`Account "${accountNumber}" could not be resolved for period ${periodKey}`);
+              return null;
+            }
+            return SF.updateAccountCustom(firmId, companyId, targetPeriodId, accountId, properties);
+          },
+        });
+      }
+    }
+
+    if (updates.length === 0) {
+      consola.warn("No custom properties found in this test");
+      return;
+    }
+
+    consola.info(`Found ${updates.length} custom update(s) to apply`);
+
+    if (options.dryRun) {
+      for (const update of updates) {
+        consola.info(`[dry-run] ${update.level}: ${update.properties.length} properties`);
+        consola.log(JSON.stringify(update.properties, null, 2));
+      }
+      return;
+    }
+
+    // Summarise what will be written and where, then confirm (unless --yes)
+    const firmName = firmCredentials.getFirmName(firmId);
+    consola.warn(`About to write custom data to company ${companyId} on firm ${firmName ? `${firmName} (${firmId})` : firmId}:`);
+    for (const update of updates) {
+      consola.warn(`  • ${update.level}: ${update.properties.length} properties`);
+    }
+    if (!options.yes) {
+      cliUtils.promptConfirmation();
+    }
+
+    // Apply all updates
+    let hadFailures = false;
+    for (const update of updates) {
+      consola.start(`Updating ${update.level} (${update.properties.length} properties)...`);
+      const response = await update.apply();
+      if (!response) {
+        hadFailures = true;
+        continue;
+      }
+      // Handle both single response (reconciliation) and array of responses (company/period/account)
+      const responses = Array.isArray(response) ? response : [response];
+      const failed = responses.filter((r) => !r || r.status < 200 || r.status >= 300);
+      if (failed.length === 0) {
+        consola.success(`${update.level}: updated`);
+      } else {
+        hadFailures = true;
+        consola.error(`${update.level}: ${failed.length}/${responses.length} failed`);
+      }
+    }
+    if (hadFailures) {
+      process.exitCode = 1;
+    }
+  });
+
 // Check Liquid Test dependencies for a reconciliation template
 program
   .command("check-dependencies")

lib/api/sfApi.js

@@ -505,6 +505,34 @@ async function getPeriods(firmId, companyId, page = 1) {
   }
 }
 
+async function getAllPeriods(firmId, companyId) {
+  const fetchPage = async (page) => {
+    const response = await getPeriods(firmId, companyId, page);
+    if (!response || !response.data) {
+      return [];
+    }
+
+    return response.data || [];
+  };
+
+  const items = [];
+  let page = 1;
+  let hasMore = true;
+
+  while (hasMore && page <= MAX_PAGES) {
+    const pageData = await fetchPage(page);
+    items.push(...pageData);
+    hasMore = pageData.length === PER_PAGE;
+    page++;
+  }
+
+  if (page > MAX_PAGES) {
+    consola.warn(`Reached maximum page limit (${MAX_PAGES}) while fetching company periods. There might be more data available.`);
+  }
+
+  return items;
+}
+
 function findPeriod(periodId, periodsArray) {
   return periodsArray.find((period) => period.id == periodId);
 }
@@ -572,6 +600,66 @@ async function getAllPeriodCustom(firmId, companyId, periodId) {
   return items;
 }
 
+async function updateReconciliationCustom(firmId, companyId, periodId, reconciliationId, properties) {
+  const instance = AxiosFactory.createInstance("firm", firmId);
+  try {
+    const response = await instance.post(`/companies/${companyId}/periods/${periodId}/reconciliations/${reconciliationId}/custom`, { properties });
+    apiUtils.responseSuccessHandler(response);
+    return response;
+  } catch (error) {
+    const response = await apiUtils.responseErrorHandler(error);
+    return response;
+  }
+}
+
+async function updateCompanyCustom(firmId, companyId, properties) {
+  const instance = AxiosFactory.createInstance("firm", firmId);
+  const results = [];
+  for (const prop of properties) {
+    try {
+      const response = await instance.post(`/companies/${companyId}/custom`, prop);
+      apiUtils.responseSuccessHandler(response);
+      results.push(response);
+    } catch (error) {
+      const response = await apiUtils.responseErrorHandler(error);
+      results.push(response);
+    }
+  }
+  return results;
+}
+
+async function updatePeriodCustom(firmId, companyId, periodId, properties) {
+  const instance = AxiosFactory.createInstance("firm", firmId);
+  const results = [];
+  for (const prop of properties) {
+    try {
+      const response = await instance.post(`/companies/${companyId}/periods/${periodId}/custom`, prop);
+      apiUtils.responseSuccessHandler(response);
+      results.push(response);
+    } catch (error) {
+      const response = await apiUtils.responseErrorHandler(error);
+      results.push(response);
+    }
+  }
+  return results;
+}
+
+async function updateAccountCustom(firmId, companyId, periodId, accountId, properties) {
+  const instance = AxiosFactory.createInstance("firm", firmId);
+  const results = [];
+  for (const prop of properties) {
+    try {
+      const response = await instance.post(`/companies/${companyId}/periods/${periodId}/accounts/${accountId}/custom`, prop);
+      apiUtils.responseSuccessHandler(response);
+      results.push(response);
+    } catch (error) {
+      const response = await apiUtils.responseErrorHandler(error);
+      results.push(response);
+    }
+  }
+  return results;
+}
+
 async function getWorkflows(firmId, companyId, periodId) {
   const instance = AxiosFactory.createInstance("firm", firmId);
   try {
@@ -756,11 +844,16 @@ module.exports = {
   createTestRun,
   createPreviewRun,
   getPeriods,
+  getAllPeriods,
   findPeriod,
   getCompanyDrop,
   getCompanyCustom,
   getPeriodCustom,
   getAllPeriodCustom,
+  updateReconciliationCustom,
+  updateCompanyCustom,
+  updatePeriodCustom,
+  updateAccountCustom,
   getWorkflows,
   getWorkflowInformation,
   findReconciliationInWorkflow,