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ent.yaml
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ent.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)
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name: unpublished
description: Return unpublished draft schemas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:
'204':
description: Success
/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'
/v1/entity/schemas/{slug}/taxonomy/{taxonomySlug}:
get:
operationId: listTaxonomyClassificationsForSchema
summary: listTaxonomyClassificationsForSchema
description: List taxonomy classifications for a given schema
tags:
- Schemas
parameters:
- $ref: '#/components/parameters/EntitySlugPathParam'
- $ref: '#/components/parameters/TaxonomySlugPathParam'
- in: query
name: query
schema:
type: string
- in: query
name: size
schema:
type: number
responses:
'200':
description: List of taxonomy classifications
content:
application/json:
schema:
type: object
properties:
results:
type: array
items:
$ref: '#/components/schemas/TaxonomyClassification'
/v1/entity:search:
post:
operationId: searchEntities
summary: searchEntities
description: |
Search for entities. Supports ordering and pagination. Lucene query syntax supported for complex querying.
Passing comma-separated `x-epilot-org-id` is supported for cross-org entity search.
## Relations
When `hydrate=true`, relation attributes are replaced in-place with nested entity values.
Example:
```json
{
"_id": "123",
"name": "parent",
"_tags": ["parent"],
"contacts": {
"$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:
$ref: '#/components/schemas/EntitySearchResults'
text/csv:
schema:
type: string
/v1/entity/{slug}:
post:
operationId: createEntity
summary: createEntity
description: |
Creates a new entity using a key.
## Activity
If no `activity_id` query parameter is provided, implicitly creates Activity of type `EntityCreated`
## Relations
To create a relation, store a property object that defines a `$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.
- If more than one entity is matched a `409` Error is returned
## 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'
requestBody:
content:
application/json:
schema:
type: object
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
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:
$ref: '#/components/schemas/EntitySlug'
- name: size
in: query
description: Maximum number of results to return
schema:
type: integer
default: 10
minimum: 1
maximum: 250
responses:
'200':
description: Success
content:
application/json:
schema:
type: object
properties:
hits:
type: number
example: 1
results:
type: array
items:
anyOf:
- type: string
- type: boolean
- type: object
additionalProperties: true
example:
- value
/v1/entity/activity:
post:
operationId: createActivity
summary: createActivity
description: |
Create an activity that can be displayed in activity feeds.
- All activites are published as events on the event bus
- Entity mutations are always part of an activity
tags:
- Activity
parameters:
- in: query
name: entities
description: Comma-separated list of entities which the activity primarily concerns
style: form
explode: false
schema:
type: array
items:
$ref: '#/components/schemas/EntityId'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/Activity'
responses:
'200':
description: Success
content:
application/json:
schema:
$ref: '#/components/schemas/ActivityItem'
/v1/entity/activity/{id}:
get:
operationId: getActivity
summary: getActivity
description: Get activity by id
tags:
- Activity
parameters:
- $ref: '#/components/parameters/ActivityIdPathParam'
- in: query
name: operations_size
description: |
Maximum number of operations to include in response (default: 10)
schema:
type: integer
minimum: 0
maximum: 1000
default: 25
- in: query
name: operations_from
description: |
Pagination offset for operations
schema:
type: integer
minimum: 0
default: 0
responses:
'200':
description: Success
content:
application/json:
schema:
$ref: '#/components/schemas/ActivityItem'
/v1/entity/activity/{id}:attach:
post:
operationId: attachActivity
summary: attachActivity
description: Attach existing activity to entity activity feeds
tags:
- Activity
parameters:
- $ref: '#/components/parameters/ActivityIdPathParam'
- in: query
name: entities
description: Comma-separated list of entities which the activity primarily concerns
style: form
explode: false
schema:
type: array
items:
$ref: '#/components/schemas/EntityId'
responses:
'200':
description: Success
content:
application/json:
schema:
$ref: '#/components/schemas/ActivityItem'
/v1/entity/{slug}/{id}/activity:
get:
operationId: getEntityActivityFeed
summary: getEntityActivityFeed
description: |
Get activity feed for an entity
tags:
- Activity
parameters:
- $ref: '#/components/parameters/EntitySlugPathParam'
- $ref: '#/components/parameters/EntityIdPathParam'
- in: query
name: after
description: Get activities after this timestamp
schema:
type: string
format: date-time
- in: query
name: before
description: get activities before this timestamp
schema:
type: string
format: date-time
- $ref: '#/components/parameters/FromPageQueryParam'
- in: query
name: size
description: max number of results to return
schema:
type: integer
minimum: 1
default: 25
- in: query
name: type
description: Filter by activity type
schema:
type: string
example: SyncActivity
- in: query
name: include_relations
description: Include activities from related entities
schema:
type: boolean
default: false
responses:
'200':
description: Success
content:
application/json:
schema:
type: object
properties:
total:
type: integer
example: 1
results:
type: array
items:
$ref: '#/components/schemas/ActivityItem'
/v1/entity/{slug}/{id}/relations:
get:
operationId: getRelations
summary: getRelations
description: |
Returns 1st level direct relations for an entity.
You can control whether to return the full entity or just the relation item with the `?hydrate` query param.
Reverse relations i.e. entities referring to this entity are included with the `?include_reverse` query param.
tags:
- Relations
parameters:
- $ref: '#/components/parameters/EntitySlugPathParam'
- $ref: '#/components/parameters/EntityIdPathParam'
- $ref: '#/components/parameters/HydrateEntitiesQueryParam'
- $ref: '#/components/parameters/IncludeReverseQueryParam'
- $ref: '#/components/parameters/FromPageQueryParam'
- in: query
name: size
description: Number of results to return per page
required: false
schema:
type: integer
minimum: 1
maximum: 1000
default: 100
- $ref: '#/components/parameters/IncludeSchemasQueryParam'
- $ref: '#/components/parameters/ExcludeSchemasQueryParam'
responses:
'200':
description: Success
content:
application/json:
schema:
$ref: '#/components/schemas/GetRelationsResp'
example:
- attribute: contacts
entity_id: ed27830b-984c-4bca-9b87-2849bb5789ca
_tags:
- primary
- billing
- attribute: contacts
entity_id: fadfc950-6e43-4e38-bae0-ffcf4b8b90e1
- _id: 9924c4de-d3ed-4752-821d-fc0b9bd57c1b
order_number: a34234jd
customer_email: [email protected]
billing_first_name: john
billing_last_name: doe
billing_company_name: ePilot Gmbh
billing_vat: 234823948,
billing_email: [email protected]
billing_phone: 1234234545,
billing_address: wallstreet, 1
billing_contact: villy or zilly
$relation:
attribute: orders
entity_id: 9924c4de-d3ed-4752-821d-fc0b9bd57c1b
_tags:
- solar_panel
- one_time
post:
operationId: addRelations
summary: addRelations
description: Relates one or more entities to parent entity by adding items to a relation attribute
tags:
- Relations
parameters:
- $ref: '#/components/parameters/EntitySlugPathParam'
- $ref: '#/components/parameters/EntityIdPathParam'
- $ref: '#/components/parameters/AsyncOperationQueryParam'
- $ref: '#/components/parameters/ActivityIdQueryParam'
requestBody:
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/RelationItem'
example:
- attribute: contacts
entity_id: e8878f62-2d3d-4c86-bfe7-01a4180ff048
_tags:
- billing
- attribute: contacts
entity_id: ee8a2af9-fb36-4981-b848-4e65275851af
- attribute: opportunities
entity_id: 30990430-a53d-41a2-83db-2de072dc4dd4
responses:
'200':
description: Success
content:
application/json:
schema:
$ref: '#/components/schemas/RelationItem'
/v2/entity/{slug}/{id}/relations:
get:
operationId: getRelationsV2