Ironclad Upsert a Contract Record

arazzo: 1.0.1
info:
  title: Ironclad Upsert a Contract Record
  summary: Find a contract record by a filter and update it if found, otherwise create it.
  description: >-
    A common records integration pattern. The flow searches the records list
    using a filter formula, and then branches: when a matching record is found
    it updates that record's metadata, and when none matches it creates a new
    record. Finally it retrieves the resulting record to confirm the write. Each
    step inlines its request so the chain can be read and executed without
    opening the underlying OpenAPI description.
  version: 1.0.0
sourceDescriptions:
- name: ironcladPublicApi
  url: ../openapi/ironclad-public-api-openapi.yml
  type: openapi
workflows:
- workflowId: upsert-contract-record
  summary: Search for a record by filter, then update or create, and retrieve it.
  description: >-
    Lists records filtered by a formula, updates the matched record's metadata
    or creates a new record, then retrieves the affected record.
  inputs:
    type: object
    required:
    - authorization
    - filter
    - type
    - name
    - addProperties
    properties:
      authorization:
        type: string
        description: Bearer token for the Ironclad Authorization header.
      filter:
        type: string
        description: A filter formula to find an existing record (e.g. Equals([counterpartyName], 'Test LLC')).
      type:
        type: string
        description: The record type (e.g. consultingAgreement).
      name:
        type: string
        description: The name of the record.
      addProperties:
        type: object
        description: Key/value map of record metadata properties to set.
  steps:
  - stepId: findRecord
    description: >-
      Search the records list with the supplied filter formula, returning at
      most one match.
    operationId: list-all-records
    parameters:
    - name: Authorization
      in: header
      value: $inputs.authorization
    - name: filter
      in: query
      value: $inputs.filter
    - name: pageSize
      in: query
      value: 1
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      matchedRecordId: $response.body#/list/0/id
    onSuccess:
    - name: recordExists
      type: goto
      stepId: updateExisting
      criteria:
      - context: $response.body
        condition: $.count > 0
        type: jsonpath
    - name: recordMissing
      type: goto
      stepId: createNew
      criteria:
      - context: $response.body
        condition: $.count == 0
        type: jsonpath
  - stepId: updateExisting
    description: >-
      Update the matched record's metadata with the supplied properties.
    operationId: update-record-metadata
    parameters:
    - name: Authorization
      in: header
      value: $inputs.authorization
    - name: id
      in: path
      value: $steps.findRecord.outputs.matchedRecordId
    requestBody:
      contentType: application/json
      payload:
        type: $inputs.type
        name: $inputs.name
        addProperties: $inputs.addProperties
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      recordId: $response.body#/id
    onSuccess:
    - name: updated
      type: goto
      stepId: retrieveRecord
  - stepId: createNew
    description: >-
      Create a new record when no existing record matched the filter.
    operationId: create-a-record
    parameters:
    - name: Authorization
      in: header
      value: $inputs.authorization
    requestBody:
      contentType: application/json
      payload:
        type: $inputs.type
        name: $inputs.name
        properties: $inputs.addProperties
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      recordId: $response.body#/id
  - stepId: retrieveRecord
    description: >-
      Retrieve the affected record to confirm the upsert result.
    operationId: retrieve-a-record
    parameters:
    - name: Authorization
      in: header
      value: $inputs.authorization
    - name: id
      in: path
      value: $steps.updateExisting.outputs.recordId
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      record: $response.body
  outputs:
    updatedRecordId: $steps.updateExisting.outputs.recordId
    createdRecordId: $steps.createNew.outputs.recordId
    record: $steps.retrieveRecord.outputs.record