Avalara Onboard an Exempt Customer

arazzo: 1.0.1
info:
  title: Avalara Onboard an Exempt Customer
  summary: Create a customer, attach an exemption certificate, then confirm the certificate list.
  description: >-
    Onboards a tax-exempt customer end to end. The workflow creates a customer
    record under a company, attaches an exemption certificate with its signed
    and expiration dates and exemption number, and then queries the company's
    certificates to confirm the new certificate is on file. Every step spells
    out its request inline so the flow can be read and executed without opening
    the underlying OpenAPI description.
  version: 1.0.0
  x-realizes-capability-ids:
  - BC-220.20
  x-capability-derivation:
    method: 'deterministic join: sourceDescriptions -> per-tag OpenAPI -> tag/capability edge. No classification at this step.'
    min_confidence: 0.7
    sources:
    - capability_id: BC-220.20
      capability_name: Indirect Tax Management
      spec: avalara-certificates-api-openapi.yml
      confidence: 0.8
    model: Turbo EA Capabilities by Vincent Verdet — Turbo EA, https://github.com/vincentmakes/turbo-ea-capabilities, CC BY 4.0
sourceDescriptions:
- name: certificatesApi
  url: ../openapi/avalara-certificates-api-openapi.yml
  type: openapi
- name: customersApi
  url: ../openapi/avalara-customers-api-openapi.yml
  type: openapi
workflows:
- workflowId: onboard-exempt-customer
  summary: Create a customer, add an exemption certificate, and verify it.
  description: >-
    Creates a customer record for a company, attaches an exemption certificate,
    then lists the company's certificates to confirm the new one is present.
  inputs:
    type: object
    required:
    - companyId
    - customerCode
    - name
    - exemptionNumber
    - signedDate
    - expirationDate
    properties:
      companyId:
        type: integer
        description: Numeric ID of the company the customer belongs to.
      customerCode:
        type: string
        description: Unique code identifying the customer.
      name:
        type: string
        description: Customer name.
      line1:
        type: string
        description: Customer street address line 1.
      city:
        type: string
        description: Customer city.
      region:
        type: string
        description: Customer state or province code.
      postalCode:
        type: string
        description: Customer postal code.
      country:
        type: string
        description: Customer two-character ISO 3166 country code.
      exemptionNumber:
        type: string
        description: Exemption number printed on the certificate.
      signedDate:
        type: string
        description: Date the certificate was signed (YYYY-MM-DD).
      expirationDate:
        type: string
        description: Date the certificate expires (YYYY-MM-DD).
  steps:
  - stepId: createCustomer
    description: >-
      Create the customer record under the company.
    operationId: createCustomer
    parameters:
    - name: companyId
      in: path
      value: $inputs.companyId
    requestBody:
      contentType: application/json
      payload:
      - customerCode: $inputs.customerCode
        name: $inputs.name
        line1: $inputs.line1
        city: $inputs.city
        region: $inputs.region
        postalCode: $inputs.postalCode
        country: $inputs.country
    successCriteria:
    - condition: $statusCode == 201
  - stepId: addCertificate
    description: >-
      Attach an exemption certificate to the company so the exempt customer's
      sales can be treated as tax-exempt.
    operationId: createCertificate
    parameters:
    - name: companyId
      in: path
      value: $inputs.companyId
    requestBody:
      contentType: application/json
      payload:
      - exemptionNumber: $inputs.exemptionNumber
        signedDate: $inputs.signedDate
        expirationDate: $inputs.expirationDate
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      certificateId: $response.body#/0/id
  - stepId: confirmCertificates
    description: >-
      List the company's certificates to confirm the new exemption certificate
      is on file.
    operationId: queryCertificates
    parameters:
    - name: companyId
      in: path
      value: $inputs.companyId
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      certificates: $response.body#/value
      certificateCount: $response.body#/@recordsetCount
  outputs:
    certificateId: $steps.addCertificate.outputs.certificateId
    certificates: $steps.confirmCertificates.outputs.certificates