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original.yaml
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openapi: 3.0.2
info:
title: Entity API
version: 1.0.0
description: |
Flexible data layer for epilot Entities.
Use this API configure and access your business objects like Contacts, Opportunities and Products.
[Feature Documentation](https://docs.epilot.io/docs/entities/flexible-entities)
servers:
- url: https://entity.sls.epilot.io
tags:
- name: Schemas
description: Model Entities
- name: Entities
description: CRUD Access for Entities
- name: Relations
description: Entity Relationships
- name: Activity
description: Entity Events
- name: Export
description: Export and Import entities via files
- name: Saved Views
description: Saved Views for Entities
- name: Taxonomy
description: Taxonomies and Classifications
- name: Elastic Cluster Assignment
description: Elastic Cluster assignment for organizations
security:
- EpilotAuth: []
- EpilotOrg: []
paths:
/v1/entity/schemas:
get:
operationId: listSchemas
summary: listSchemas
description: Get the latest versions of all schemas
parameters:
- in: query
name: unpublished
description: Return unpublished draft schemas
schema:
type: boolean
default: false
tags:
- Schemas
responses:
"200":
description: Success
content:
application/json:
schema:
type: object
properties:
results:
type: array
items:
$ref: "#/components/schemas/EntitySchemaItem"
/v1/entity/schemas/{slug}:
get:
operationId: getSchema
summary: getSchema
description: By default gets the latest version of the Schema and to get the specific version of schema pass the id.
tags:
- Schemas
parameters:
- $ref: "#/components/parameters/EntitySlugPathParam"
- in: query
name: id
schema:
$ref: "#/components/schemas/SchemaId"
responses:
"200":
description: Success
content:
application/json:
schema:
$ref: "#/components/schemas/EntitySchemaItem"
put:
operationId: putSchema
summary: putSchema
description: Create or update a schema with a new version
tags:
- Schemas
parameters:
- $ref: "#/components/parameters/EntitySlugPathParam"
- in: query
name: draft
schema:
default: false
type: boolean
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/EntitySchema"
responses:
"200":
description: Success
content:
application/json:
schema:
$ref: "#/components/schemas/EntitySchemaItem"
delete:
operationId: deleteSchema
summary: deleteSchema
description: Delete a schema, or a specific version of a schema
tags:
- Schemas
parameters:
- $ref: "#/components/parameters/EntitySlugPathParam"
responses:
"200":
description: Success
/v1/entity/schemas/{slug}/json/schema:
get:
operationId: getJsonSchema
summary: getJsonSchema
description: Get formal JSON schema definition draft 2020-12 for the given epilot schema
tags:
- Schemas
parameters:
- $ref: "#/components/parameters/EntitySlugPathParam"
responses:
"200":
description: Success
content:
application/json:
schema:
type: object
example:
$schema: http://json-schema.org/draft/2020-12/schema
type: object
properties:
_id:
type: string
format: uuid
example: 123e4567-e89b-12d3-a456-426614174000
_org:
type: string
description: Organization Id the entity belongs to
readOnly: true
_owners:
type: array
readOnly: true
items:
description: |
The user / organization owning this entity.
Note: Owner implicitly has access to the entity regardless of ACLs.
type: object
properties:
org_id:
type: string
example: "123"
user_id:
type: string
example: "123"
required:
- org_id
_schema:
readOnly: true
type: string
_title:
readOnly: true
type: string
_tags:
type: array
nullable: true
items:
type: string
_created_at:
readOnly: true
type: string
format: date-time
_updated_at:
readOnly: true
type: string
format: date-time
_acl:
readOnly: true
type: object
description: Access control list (ACL) for an entity. Defines sharing access to external orgs or users.
additionalProperties: true
properties:
view:
type: array
items:
type: string
example: org:456
edit:
type: array
items:
type: string
example: org:456
delete:
type: array
items:
type: string
example: org:456
title:
type: string
nullable: true
enum:
- Dr.
- Prof.
- Prof. Dr.
salutation:
type: string
nullable: true
enum:
- Mr.
- Ms. / Mrs.
- Company
- Contact Person
- Company/Contact Person
- Spouse
- Family
- Ownership
- Assembly
- Other
first_name:
type: string
last_name:
type: string
customer_number:
type: string
nullable: true
birthdate:
type: string
format: date
nullable: true
account:
type: object
nullable: true
properties:
$relation:
type: array
items:
type: object
properties:
entity_id:
type: string
format: uuid
example: 123e4567-e89b-12d3-a456-426614174000
_tags:
type: array
nullable: true
items:
type: string
required:
- entity_id
additionalProperties: true
address:
type: array
nullable: true
description: |
Addresses as a list of object, the element with index 0 is treated as the primary one.
items:
type: object
properties:
street:
type: string
nullable: true
street_number:
type: string
nullable: true
postal_code:
type: string
nullable: true
city:
type: string
nullable: true
country:
type: string
nullable: true
enum:
- DE
- AT
- CH
additional_info:
type: string
nullable: true
_tags:
type: array
nullable: true
items:
type: string
_id:
type: string
example: xHcOoJCa07eysJ1GaQeSb
required:
- street
- street_number
- postal_code
- city
- country
email:
type: array
nullable: true
description: |
Email addresses as a list of object, the element with index 0 is treated as the primary one.
items:
type: object
properties:
_id:
type: string
example: xHcOoJCa07eysJ1GaQeSb
_tags:
type: array
nullable: true
items:
type: string
email:
type: string
required:
- email
phone:
type: array
description: |
Phone numbers as a list of object, the element with index 0 is treated as the primary one.
items:
type: object
properties:
_id:
type: string
example: xHcOoJCa07eysJ1GaQeSb
_tags:
type: array
nullable: true
items:
type: string
phone:
type: string
required:
- phone
required:
- first_name
- last_name
- _id
- _org
- _owners
- _schema
- _title
- _tags
- _created_at
- _updated_at
- _acl
/v1/entity/schemas/{slug}/json/example:
get:
operationId: getSchemaExample
summary: getSchemaExample
description: Get a full example entity for the given schema
tags:
- Schemas
parameters:
- $ref: "#/components/parameters/EntitySlugPathParam"
responses:
"200":
description: Success
content:
application/json:
schema:
type: object
examples:
contact:
$ref: "#/components/examples/ContactEntity"
/v1/entity/schemas/{slug}/versions:
get:
operationId: getSchemaVersions
summary: getSchemaVersions
description: Get all versions of this schema ordered by the latest versions including drafts.
tags:
- Schemas
parameters:
- $ref: "#/components/parameters/EntitySlugPathParam"
- in: query
name: versions_from
schema:
type: number
- in: query
name: versions_size
schema:
type: number
- in: query
name: drafts_from
schema:
type: number
- in: query
name: drafts_size
schema:
type: number
- in: query
name: fields
required: false
style: form
explode: false
schema:
type: array
items:
type: string
example:
- id
- attributes
- capabilites
responses:
"200":
description: Success
content:
application/json:
schema:
type: object
properties:
versions:
type: array
items:
$ref: "#/components/schemas/EntitySchemaItem"
drafts:
type: array
items:
$ref: "#/components/schemas/EntitySchemaItem"
/v1/entity/schemas/blueprints:
get:
operationId: listSchemaBlueprints
summary: listSchemaBlueprints
description: List canonical versions of all available schemas
tags:
- Schemas
responses:
"200":
description: Success
content:
application/json:
schema:
type: object
properties:
results:
type: array
items:
$ref: "#/components/schemas/EntitySchemaItem"
# Entities
/v1/entity:search:
post:
operationId: searchEntities
summary: searchEntities
description: |
Search for entities. Supports ordering and pagination. [Lucene query syntax](https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-query-string-query.html#query-string-syntax) supported for complex querying.
Passing comma-separated `x-epilot-org-id` is supported for cross-org entity search.
## Relations
When `hydrate=true`, relation attributes are replaced in-place with nested entity values.
Example:
```json
{
"_id": "123",
"name": "parent",
"_tags": ["parent"],
"contacts": {
"$relation": [
{ "entity_id": "456", "_tags": ["primary"] },
{ "entity_id": "789", "_tags": ["secondary"] },
]
},
"addresses": {
"$relation_ref": [
{ "entity_id": "123", "_tags": ["primary"], "path": "address.0" },
{ "entity_id": "234", "_tags": ["secondary"], "path": "address.0" },
]
}
}
```
Becomes:
```json
{
"_id": "123",
"name": "parent",
"_tags": ["parent"],
"contacts": [
{
"$relation": { "entity_id": "456", "_tags": ["primary"] },
"_id": "456",
"name": "child 1",
"_tags": ["child"]
},
{
"$relation": { "entity_id": "789", "_tags": ["secondary"] },
"_id": "789",
"name": "child 2",
"_tags": ["child"]
}
],
"addresses": [
{
"$relation_ref": { "entity_id": "123", "_tags": ["primary"], "path": "address.0" },
"_id": "123",
"address": "address 1",
"_tags": ["child"]
},
{
"$relation_ref": { "entity_id": "234", "_tags": ["secondary"], "path": "address.0" },
"_id": "234",
"address": "address 2",
"_tags": ["child"]
}
]
}
```
tags:
- Entities
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/EntitySearchParams"
responses:
"200":
description: Success
content:
application/json:
schema:
$ref: "#/components/schemas/EntitySearchResults"
text/csv:
schema:
type: string
/v1/entity:list:
post:
operationId: listEntities
summary: listEntities
description: |
List entities that meet the specified conditions.
Supports the same options as entity search but utilizes filtering using a subset of [Elastic Query DSL](https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl.html) and does not perform scoring.
tags:
- Entities
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/EntityListParams"
responses:
"200":
description: Success
content:
application/json:
schema:
$ref: "#/components/schemas/EntitySearchResults"
text/csv:
schema:
type: string
/v1/entity/{slug}:
post:
operationId: createEntity
summary: createEntity
description: |
Creates a new entity using a key.
## Activity
If no `activity_id` query parameter is provided, implicitly creates Activity of type `EntityCreated`
## Relations
To create a relation, store a property object that defines a `$relation` array.
Example:
```json
{
"contacts": {
"$relation": [
{ "entity_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6" }
]
}
}
```
The items in `$relation` support two properties:
- `entity_id` - The ID of the entity to link
- `_tags` - Tags or labels for the relation (optional)
tags:
- Entities
parameters:
- $ref: "#/components/parameters/EntitySlugPathParam"
- $ref: "#/components/parameters/ActivityIdQueryParam"
- $ref: "#/components/parameters/AsyncOperationQueryParam"
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/Entity"
examples:
contact:
$ref: "#/components/examples/ContactEntity"
account:
$ref: "#/components/examples/AccountEntity"
product:
$ref: "#/components/examples/ProductEntity"
price:
$ref: "#/components/examples/PriceEntity"
tax:
$ref: "#/components/examples/TaxEntity"
order:
$ref: "#/components/examples/OrderEntity"
opportunity:
$ref: "#/components/examples/OpportunityEntity"
email template:
$ref: "#/components/examples/EmailTemplateEntity"
file:
$ref: "#/components/examples/FileEntity"
workflow step:
$ref: "#/components/examples/WorkflowStepEntity"
submission:
$ref: "#/components/examples/SubmissionEntity"
responses:
"201":
description: Success
content:
application/json:
schema:
$ref: "#/components/schemas/EntityItem"
/v1/entity/{slug}:validate:
post:
operationId: validateEntity
summary: validateEntity
description: Validates an entity against the schema.
tags:
- Entities
parameters:
- $ref: "#/components/parameters/EntitySlugPathPriceParam"
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/Entity"
examples:
Valid Price:
$ref: "#/components/examples/PriceEntity"
Invalid Price:
$ref: "#/components/examples/EmptyGenericEntity"
responses:
"200":
description: Success
content:
application/json:
schema:
$ref: "#/components/schemas/EntityValidationResultSuccess"
"422":
description: Error
content:
application/json:
schema:
$ref: "#/components/schemas/EntityValidationResultError"
/v1/entity/{slug}:upsert:
patch:
operationId: upsertEntity
summary: upsertEntity
description: |
Create or update an entity using `unique_key`
- If no entities are matched, a new entity is created.
- If exactly one entity is matched, a `PATCH`-style update is applied to the existing entity.
## Activity
If no `activity_id` query parameter is provided, implicitly creates Activity of type `EntityCreated` or `EntityUpdated`
tags:
- Entities
parameters:
- $ref: "#/components/parameters/EntitySlugPathParam"
- $ref: "#/components/parameters/ActivityIdQueryParam"
- $ref: "#/components/parameters/DryRunQueryParam"
- $ref: "#/components/parameters/AsyncOperationQueryParam"
- name: strict
description: Strict mode = return 409 if more than one entity is matched
in: query
required: false
schema:
type: boolean
default: false
requestBody:
content:
application/json:
schema:
type: object
additionalProperties: false
properties:
unique_key:
type: array
items:
type: string
example: email.0.email
example:
- _id
entity:
$ref: "#/components/schemas/Entity"
required:
- unique_key
- entity
responses:
"200":
description: Entity was updated
content:
application/json:
schema:
$ref: "#/components/schemas/EntityItem"
"201":
description: Entity was created
content:
application/json:
schema:
$ref: "#/components/schemas/EntityItem"
"409":
description: "Conflict: multiple entities were matched with `unique_key`"
/v2/entity/{slug}/{id}:
get:
operationId: getEntityV2
summary: getEntityV2
description: |
Gets Entity by id.
Supports `hydrate` and `fields` parameters to control the shape of the response.
tags:
- Entities
parameters:
- $ref: "#/components/parameters/EntityIdPathParam"
- $ref: "#/components/parameters/EntitySlugPathParam"
- $ref: "#/components/parameters/HydrateEntitiesQueryParam"
- in: query
name: fields
description: List of entity fields to include in results
style: form
explode: false
schema:
$ref: "#/components/schemas/FieldsParam"
responses:
"200":
description: Success
content:
application/json:
schema:
$ref: "#/components/schemas/EntityItem"
/v1/entity/{slug}/{id}:
get:
operationId: getEntity
summary: getEntity
description: |
Gets Entity and relations by id.
## Relations
When `hydrate=true`, relation attributes are replaced in-place with nested entity values.
Example:
```json
{
"_id": "123",
"name": "parent",
"_tags": ["parent"],
"contacts": {
"$relation": [
{ "entity_id": "456", "_tags": ["primary"] },
{ "entity_id": "789", "_tags": ["secondary"] },
]
},
"addresses": {
"$relation_ref": [
{ "entity_id": "123", "_tags": ["primary"], "path": "address.0" },
{ "entity_id": "234", "_tags": ["secondary"], "path": "address.0" },
]
}
}
```
Becomes:
```json
{
"_id": "123",
"name": "parent",
"_tags": ["parent"],
"contacts": [
{
"$relation": { "entity_id": "456", "_tags": ["primary"] },
"_id": "456",
"name": "child 1",
"_tags": ["child"]
},
{
"$relation": { "entity_id": "789", "_tags": ["secondary"] },
"_id": "789",
"name": "child 2",
"_tags": ["child"]
}
],
"addresses": [
{
"$relation_ref": { "entity_id": "123", "_tags": ["primary"], "path": "address.0" },
"_id": "123",
"address": "address 1",
"_tags": ["child"]
},
{
"$relation_ref": { "entity_id": "234", "_tags": ["secondary"], "path": "address.0" },
"_id": "234",
"address": "address 2",
"_tags": ["child"]
}
]
}
```
tags:
- Entities
parameters:
- $ref: "#/components/parameters/EntityIdPathParam"
- $ref: "#/components/parameters/EntitySlugPathParam"
- $ref: "#/components/parameters/HydrateEntitiesQueryParam"
responses:
"200":
description: Success
content:
application/json:
schema:
type: object # relations_array
properties:
entity:
$ref: "#/components/schemas/EntityItem"
relations:
type: array
items:
$ref: "#/components/schemas/EntityItem"
put:
operationId: updateEntity
summary: updateEntity
description: |
Updates an Entity
## Activity
If no `activity_id` query parameter is provided, implicitly creates Activity of type `EntityUpdated`
## Relations
To create a relation, store a property that defines a `$relation` array.
Example:
```json
{
"contacts": {
"$relation": [
{ "entity_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6" }
]
}
}
```
The items in `$relation` support two properties:
- `entity_id` - The ID of the entity to link
- `_tags` - Tags or labels for the relation (optional)
tags:
- Entities
parameters:
- $ref: "#/components/parameters/EntitySlugPathParam"
- $ref: "#/components/parameters/EntityIdPathParam"
- $ref: "#/components/parameters/ActivityIdQueryParam"
- $ref: "#/components/parameters/AsyncOperationQueryParam"
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/Entity"
example: {}
responses:
"200":
description: Success
content:
application/json:
schema:
$ref: "#/components/schemas/EntityItem"
patch:
operationId: patchEntity
summary: patchEntity
description: |
Partially updates an entity with the passed in entity data.
- If an _updated_at is passed and the server contains a newer version of the entity a `409` Error is returned
## Activity
If no `activity_id` query parameter is provided, implicitly creates Activity of type `EntityUpdated`
## Relations
To create a relation, store a property that defines a `$relation` array.
Example:
```json
{
"contacts": {
"$relation": [
{ "entity_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6" }
]
}
}
```
The items in `$relation` support two properties:
- `entity_id` - The ID of the entity to link
- `_tags` - Tags or labels for the relation (optional)
tags:
- Entities
parameters:
- $ref: "#/components/parameters/EntitySlugPathParam"
- $ref: "#/components/parameters/EntityIdPathParam"
- $ref: "#/components/parameters/ActivityIdQueryParam"
- $ref: "#/components/parameters/DryRunQueryParam"
- $ref: "#/components/parameters/AsyncOperationQueryParam"
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/Entity"
example: {}
required: true
responses:
"200":
description: Entity was updated
content:
application/json:
schema:
$ref: "#/components/schemas/EntityItem"
"409":
description: "Conflict: newer version exists"
delete:
operationId: deleteEntity
summary: deleteEntity
description: |
Deletes an Entity
## Activity
If no `activity_id` query parameter is provided, implicitly creates Activity of type `EntityDeleted`
tags:
- Entities
parameters:
- $ref: "#/components/parameters/EntitySlugPathParam"
- $ref: "#/components/parameters/EntityIdPathParam"
- $ref: "#/components/parameters/ActivityIdQueryParam"
responses:
"200":
description: Success
/v1/entity:autocomplete:
get:
operationId: autocomplete
summary: autocomplete
description: |
Autocomplete entity attributes
tags:
- Entities
parameters:
- name: input
in: query
description: Input to autocomplete
schema:
type: string
- name: attribute
in: query
description: Autocomplete attribute
schema:
type: string
example: _tags
required: true
- name: slug
in: query
description: Limit results to entity schema
schema: