Brightree integration

Margin Gate (expected margin)

Perform Margin Gate (expected margin) through Brightree.

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brightree_margin_gate

writebrightree

Inputs

dry_run
booleanrequired
Dry Run
Required true-or-false value.
Default: true
margin_threshold_percent
numberrequired
Margin Threshold Percent
Required numeric value.
Default: 30
destination_wip_state
textrequired
Destination Wip State
Required text value.
scan_wip_states
jsonrequired
Scan Wip States
Required JSON value.
max_orders
numberrequired
Max Orders
Required numeric value.
Default: 25
days_back
numberrequired
Days Back
Required numeric value.
Default: 45
reevaluate_after_days
numberrequired
Reevaluate After Days
Required numeric value.
Default: 7
continue_on_error
booleanrequired
Continue On Error
Required true-or-false value.
Default: true

Outputs

successSuccess
dry_runDry Run
orders_scannedOrders Scanned
orders_evaluatedOrders Evaluated
flaggedFlagged
wip_movedWip Moved
skipped_unpricedSkipped Unpriced
skipped_no_estimatesSkipped No Estimates
skipped_partial_estimatesSkipped Partial Estimates
skipped_already_flaggedSkipped Already Flagged
skipped_recently_evaluatedSkipped Recently Evaluated
skipped_wrong_wipSkipped Wrong Wip
skipped_wip_unreadableSkipped Wip Unreadable
order_errorsOrder Errors
errorError

Output schema completeness: best_effort_declared

Safety

External effect: write
Confirmation recommended: No
Retry safe: No
Dry run supported: Yes

Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

Input schema

{
  "type": "object",
  "required": [
    "dry_run",
    "margin_threshold_percent",
    "destination_wip_state",
    "scan_wip_states",
    "max_orders",
    "days_back",
    "reevaluate_after_days",
    "continue_on_error"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "days_back": {
      "type": "number",
      "default": 45,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "max_orders": {
      "type": "number",
      "default": 25,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "scan_wip_states": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "continue_on_error": {
      "type": "boolean",
      "default": true,
      "description": "Required true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "destination_wip_state": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "reevaluate_after_days": {
      "type": "number",
      "default": 7,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "margin_threshold_percent": {
      "type": "number",
      "default": 30,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}

Output schema

{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "flagged": {},
    "success": {},
    "wip_moved": {},
    "order_errors": {},
    "orders_scanned": {},
    "orders_evaluated": {},
    "skipped_unpriced": {},
    "skipped_wrong_wip": {},
    "skipped_no_estimates": {},
    "skipped_wip_unreadable": {},
    "skipped_already_flagged": {},
    "skipped_partial_estimates": {},
    "skipped_recently_evaluated": {}
  },
  "additionalProperties": true
}

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