Implement reverse test

.gitignore

@@ -1,4 +1,5 @@
 node_modules
 .env
 .DS_Store
-./tmp
+./tmp
+.cursor

CHANGELOG.md

@@ -2,6 +2,9 @@
 
 All notable changes to this project will be documented in this file.
 
+## [1.55.0] (16/03/2026)
+Added `update-text-properties` command. It uploads custom text properties from a Liquid Test YAML file to a reconciliation in a company file. Usage: `silverfin update-text-properties -u <url> -t <test-name>`. Supports `--handle` for faster YAML file lookup and `--dry-run` to preview the payload without uploading.
+
 ## [1.54.0] (17/02/2026)
 Added `create-test` command support for account templates (fetches template data, period data, and custom data).
 

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 +529,129 @@ 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 reconciliation in a company file")
+  .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)
+  .action(async (options) => {
+    // Parse URL to extract IDs
+    const urlData = liquidTestUtils.extractURL(options.url);
+    const { firmId, companyId } = urlData;
+
+    // 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 periods once 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) {
+        const periodsResponse = await SF.getPeriods(firmId, companyId);
+        periodsArray = periodsResponse?.data || [];
+      }
+      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;
+    }
+
+    // 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

@@ -572,6 +572,66 @@ 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 {
@@ -761,6 +821,10 @@ module.exports = {
   getCompanyCustom,
   getPeriodCustom,
   getAllPeriodCustom,
+  updateReconciliationCustom,
+  updateCompanyCustom,
+  updatePeriodCustom,
+  updateAccountCustom,
   getWorkflows,
   getWorkflowInformation,
   findReconciliationInWorkflow,

lib/utils/textPropertyUtils.js

@@ -0,0 +1,128 @@
+const fs = require("fs");
+const path = require("path");
+const yaml = require("yaml");
+const { consola } = require("consola");
+const fsUtils = require("./fsUtils");
+
+/**
+ * Transform a YAML custom properties object into the Silverfin API format.
+ * Input: flat object with dot-notation keys (e.g. "namespace.key.subkey": value)
+ * Output: array of { namespace, key, value } objects
+ */
+function transformCustomToProperties(customData) {
+  const namespaceMap = new Map();
+
+  for (const [fullKey, value] of Object.entries(customData)) {
+    const keyParts = fullKey.split(".");
+
+    if (keyParts.length < 2) {
+      consola.warn(`Skipping key "${fullKey}" — expected namespace.key format`);
+      continue;
+    }
+
+    const namespace = keyParts[0];
+    const key = keyParts[1];
+    const namespaceKey = `${namespace}.${key}`;
+
+    if (keyParts.length === 2) {
+      if (!namespaceMap.has(namespaceKey)) {
+        namespaceMap.set(namespaceKey, { namespace, key, value });
+      }
+    } else {
+      if (!namespaceMap.has(namespaceKey)) {
+        namespaceMap.set(namespaceKey, { namespace, key, value: {} });
+      }
+      const subKey = keyParts.slice(2).join(".");
+      namespaceMap.get(namespaceKey).value[subKey] = value;
+    }
+  }
+
+  return Array.from(namespaceMap.values());
+}
+
+/**
+ * Find a test by name across YAML files in a template's tests/ folder.
+ * If handle is provided, only search that handle's folder.
+ * If not, scan all reconciliation_texts folders.
+ * Extracts custom data from all 4 levels: company, period, reconciliation, account.
+ * Returns { file, handle, company, periods } where periods contains per-period custom,
+ * reconciliation custom, and account custom data.
+ */
+function findTestData(testName, handle) {
+  const templateType = "reconciliationText";
+  const baseDir = path.join(process.cwd(), fsUtils.FOLDERS[templateType]);
+
+  if (!fs.existsSync(baseDir)) {
+    consola.error(`Directory not found: ${fsUtils.FOLDERS[templateType]}`);
+    process.exit(1);
+  }
+
+  const handleDirs = handle ? [handle] : fs.readdirSync(baseDir).filter((entry) => {
+    return fs.statSync(path.join(baseDir, entry)).isDirectory();
+  });
+
+  for (const dir of handleDirs) {
+    const testsDir = path.join(baseDir, dir, "tests");
+    if (!fs.existsSync(testsDir)) continue;
+
+    const yamlFiles = fs.readdirSync(testsDir).filter((f) => f.endsWith(".yml"));
+
+    for (const file of yamlFiles) {
+      const filePath = path.join(testsDir, file);
+      const content = fs.readFileSync(filePath, "utf-8");
+      const parsed = yaml.parse(content, { maxAliasCount: 10000, merge: true });
+
+      if (!parsed || !parsed[testName]) continue;
+
+      const testData = parsed[testName];
+      const result = { file, handle: dir, company: null, periods: {} };
+
+      // Company-level custom
+      if (testData?.data?.company?.custom) {
+        result.company = { custom: testData.data.company.custom };
+      }
+
+      // Period-level data
+      const periods = testData?.data?.periods;
+      if (periods) {
+        for (const [periodKey, periodData] of Object.entries(periods)) {
+          if (!periodData) continue;
+
+          const periodEntry = { custom: null, reconciliations: {}, accounts: {} };
+
+          // Period-level custom
+          if (periodData.custom) {
+            periodEntry.custom = periodData.custom;
+          }
+
+          // Reconciliation-level custom
+          if (periodData.reconciliations) {
+            for (const [reconHandle, reconData] of Object.entries(periodData.reconciliations)) {
+              if (reconData?.custom) {
+                periodEntry.reconciliations[reconHandle] = reconData.custom;
+              }
+            }
+          }
+
+          // Account-level custom
+          if (periodData.accounts) {
+            for (const [accountNumber, accountData] of Object.entries(periodData.accounts)) {
+              if (accountData?.custom) {
+                periodEntry.accounts[accountNumber] = accountData.custom;
+              }
+            }
+          }
+
+          result.periods[periodKey] = periodEntry;
+        }
+      }
+
+      return result;
+    }
+  }
+
+  consola.error(`Test "${testName}" not found in any YAML file`);
+  process.exit(1);
+}
+
+module.exports = { transformCustomToProperties, findTestData };

package.json

@@ -1,6 +1,6 @@
 {
   "name": "silverfin-cli",
-  "version": "1.54.0",
+  "version": "1.55.0",
   "description": "Command line tool for Silverfin template development",
   "main": "index.js",
   "license": "MIT",