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docs: Add fallback docs (#241)
* Update IDM docs * Update supported object types * Add fallback description * Address comments * Don't capitalize titles in supported object types * Add hint for integrating DevRev documentation into MCP server * Introduce Chef UI, better explain fallbacks * Update fern/docs/pages/airdrop/initial-domain-mapping.mdx Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com> * Nits * Address comments * frontend user-identity method (#232) * Update user-identity.mdx * Update user-identity.mdx Add beta message with limitations * changed the position of note (#243) * adding a note * Update ue-migration.mdx --------- Co-authored-by: Atul-Butola <[email protected]> * chore: Update OpenAPI specs (#245) * Point to customization API docs from identity SDK docs (#246) * chore: Include 'Bearer' in authorization header documentation (#247) * Document `unit` and `is_read_only` customization UI hints (#248) - Use imperative tense in headings. This has been done in the custom objects documentation. - Use smaller image for group_name UI hint. * style rules for marketplace (#214) * some minor updates and organization * MP style and sample * corrected LLM token var name * prohibited * check responses better --------- Co-authored-by: Atul-Butola <[email protected]> * add instructions for local instance (#171) * add instructions for local instance * use yarn --------- Co-authored-by: Atul-Butola <[email protected]> * Update supported objects for Airdrop (#250) * Update supported objects for Airdrop * Update supported-object-types.mdx * Update supported-object-types.mdx * Update supported-object-types.mdx --------- Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com> Co-authored-by: shalomgk <[email protected]> Co-authored-by: Avinash Singh <[email protected]> Co-authored-by: Atul-Butola <[email protected]> Co-authored-by: Brian Byrne <[email protected]> Co-authored-by: Shivansh Rai <[email protected]> Co-authored-by: Ben Colborn <[email protected]> Co-authored-by: Arturo Aparicio <[email protected]>
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.gitignore

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fern/*/definition/
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fern/docs/pages/airdrop/initial-domain-mapping.mdx

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You can create initial domain mappings using two methods:
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1. **Chef-cli UI**: Interactive web interface for comprehensive mapping creation
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1. **Chef UI**: Interactive web interface for comprehensive mapping creation
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2. **Model Context Protocol (MCP)**: AI-assisted mapping creation for developers (experimental)
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Choose the chef-cli UI for manual control or use MCP for rapid prototyping with AI assistance.
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Choose the Chef UI for manual control or use MCP for rapid prototyping with AI assistance.
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MCP is an experimental feature and works locally without requiring a sync to be created.
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<Info>
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For AI-assisted mapping creation, see the [Model Context Protocol integration guide](./mcp.mdx).
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</Info>
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## Chef-cli initial domain mapping setup
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## Chef UI setup
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### Prerequisites
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### Add your token as an environment variable
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Obtain a PAT-token from the **Settings** > **Account** tab of the dev org where you deploy your snap-in,
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Obtain a PAT-token from the **Settings** > **Account** tab of the org where you deploy your snap-in,
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and export it as `DEVREV_TOKEN`.
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You can also run the following command if you are authenticated with the CLI:
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eval $(chef-cli ctx init); chef-cli ctx show > ctx.json
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```
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### Use the local UI to create a recipe blueprint for your initial import
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### Use the Chef UI
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```bash
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chef-cli configure-mappings --env prod
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chef-cli configure-mappings --env prod --reverse
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```
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If your org is not in `US-East-1`, you have to override an environment variable to make sure the tool reaches the right server. For example:
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If your org is not in `US-East-1`, you h ave to override an environment variable to make sure the tool reaches the right server. For example:
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```bash
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ACTIVE_PARTITION=dvrv-in-1 chef-cli configure-mappings --env prod
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```
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The options are: `dvrv-us-1`, `dvrv-eu-1`, `dvrv-in-1`, and `dvrv-de-1`.
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The first function of the local UI is to assemble a *blueprint* for a concrete import running in the test-org, allowing the mapping to be tested out and evaluated.
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After it is used for the import, the mappings become immutable, but the chef-cli UI offers a button to make a draft clone, which can be edited again for refinements.
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The first function of the Chef UI is to assemble a *blueprint* for a concrete import running in the test-org, allowing the mapping to be tested out and evaluated.
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After it is used for the import, the mappings become immutable, but the Chef UI offers a button to make a draft clone, which can be edited again for refinements.
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### Continue to initial domain mapping
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When you are done, you should have the chef-cli context set up and have the chef-cli local UI running in your browser.
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You can now use the chef-cli web UI to create initial domain mappings.
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When you are done, you should have the chef-cli context set up and have the Chef UI running in your browser.
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You can now use the Chef UI to create initial domain mappings.
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</Steps>
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## Use the local UI to create initial domain mappings
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## Use the Chef UI to create initial domain mappings
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The chef-cli UI generates an `initial_domain_mapping.json` file that must be embedded in your extractor. This defines the options that the end-user will see when they are mapping the data.
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The Chef UI generates an `initial_domain_mapping.json` file that must be embedded in your extractor. This defines the options that the end-user sees when they are mapping the data.
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Initial domain mappings differ from user mappings in two key ways:
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Initial domain mappings provide two key configuration capabilities:
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1. **Multiple mapping options**: The developer can choose how external record types map to DevRev records (e.g., external *task* can map to either *issue* or *ticket*).
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2. **Category-based defaults**: Mappings can apply to entire record type categories, automatically handling new record types.
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- **Multiple mapping options**: The developer can choose how external record types map to DevRev records (for example, external *task* can map to either *issue* or *ticket*).
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- **Category-based defaults**: Mappings can apply to entire record type categories, automatically handling new record types.
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<Steps>
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### Map record types and fields
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Use the chef-cli UI to map record types and fields.
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The UI will show you the record types that are available in the org and allow you to map them to the external record types.
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You should map one record type at a time.
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#### Mapping as custom object
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The system allows importing record types and categories as custom objects. To achieve this you have to select `new_custom_object` when mapping the record type. For each external record type mapped as a custom object, a new custom **Leaf type** will be defined in DevRev and a **Subtype** will automatically be created. For more details on customization concepts, please refer to the
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[Customization](../customization.mdx) and [Custom Objects](../custom-objects.mdx) documentation.
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The field mapping works the same as for the stock DevRev types, with the difference being that there are significantly fewer fields to map. All the unmapped fields of the external record type will be created as custom fields.
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Use the Chef UI to map record types and fields.
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The UI displays the external record types you defined in external domain metadata and allows you to map them to DevRev objects.
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Map one record type at a time, ensuring you map all required fields and as many optional fields as possible.
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### Specify fallback mappings
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For most required DevRev fields we require a fallback. This is used on object creation if the extractor doesn't provide a value.
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For some required DevRev fields a fallback is required.
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The fallback should be a DevRev value that is valid for the field.
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For enum fields, the fallback should be the enum **value** as specified in [Supported object types](./supported-object-types.mdx).
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The fallback you choose is used on item creation if the extractor doesn't provide a value for the required DevRev field.
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This is useful for fields that are required by DevRev but optional in the external system.
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### Install the blueprint
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Click **Install in this org** to access the initial domain mapping creation screen.
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Apply the mappings and **install them in your org** to access the initial domain mapping creation screen.
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Follow the instructions to create your initial domain mapping.
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### Merge configurations
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You can repeat the process for different record types and fields to create multiple mappings.
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In the install screen, you can merge your mappings with existing initial mappings.
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To create multiple mappings for different record types and fields, repeat this process:
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Create a new import, map the record types and fields, then install the mappings in your org.
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The install screen allows you to merge new mappings with existing initial domain mappings.
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### Export the mapping file
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You can provide a local metadata file for enhanced functionality:
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</Steps>
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### Advanced configuration
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You can provide a local metadata file for enhanced functionality:
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chef-cli configure-mappings --env prod -m metadata.json
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```
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- Raw jq transformations using external fields as input (experimental)
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- Example input data for testing transformations
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<Warning>
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The local metadata file is not validated against the snap-in submission.
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</Warning>
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This enables:
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- Raw jq transformations using external fields as input (experimental)
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- Example input data for testing transformations
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<Warning>
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The local metadata file is not validated against the snap-in submission.
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</Warning>

fern/docs/pages/airdrop/mcp.mdx

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3. Use the editor to guide the AI to create the initial domain mappings.
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4. Use `initial-mapping check` to test the initial domain mappings against the local domain metadata file.
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<Hint>
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To assist you in creating the Airdrop snap-in you can add DevRev's documentation to your MCP server, just add `https://developer.devrev.ai/public/airdrop/` as a custom docs URL.
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See [Cursor documentation](https://docs.cursor.com/context/@-symbols/@-docs#add-custom-docs) for more information.
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</Hint>
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1. Provide `.mcp.json` in your project root.
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```markdown
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When asked to perform Airdrop initial mapping:
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- Refer to the `metadata.json` for the external domain metadata.
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- Use `mappings.json` as your initial domain mapping file.

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