Feature/api clients (#389)

* api client support

* add api client auth section to profile user guide

* fix unit tests

* suggest wrapping secrets in single quotes

* reword to username/password authentication

* init sdk in bulk remove command

* minor change tp update cmd param check

* update unit tests

Author: tora-kozic

CHANGELOG.md

@@ -12,6 +12,13 @@ how a consumer would use the library (e.g. adding unit tests, updating documenta
 
 ### Added
 
+- Support for Code42 API clients.
+  - You can create a new profile with API client authentication using `code42 profile create-api-client`
+  - Or, update your existing profile to use API clients with `code42 update --api-client-id <id> --secret <secret>`
+- When using API client authentication, changes to the following `legal-hold` commands:
+  - `code42 legal-hold list` - Change in response shape.
+  - `code42 legal-hold show` - Change in response shape.
+  - `code42 legal-hold search-events` - **Not available.**
 - New commands to view details for user risk profiles:
   - `code42 users list-risk-profiles`
   - `code42 users show-risk-profile`

docs/userguides/profile.md

@@ -3,7 +3,9 @@
 Use the [code42 profile](../commands/profile.md) set of commands to establish the Code42 environment you're working
 within and your user information.
 
-First, create your profile:
+## User token authentication
+
+Use the following command to create your profile with user token authentication:
 ```bash
 code42 profile create --name MY_FIRST_PROFILE --server example.authority.com --username [email protected]
 ```
@@ -15,6 +17,19 @@ Your password is not shown when you do `code42 profile show`. However, `code42 p
 password exists for your profile. If you do not set a password, you will be securely prompted to enter a password each
 time you run a command.
 
+## API client authentication
+
+Once you've generated an API Client in your Code42 console, use the following command to create your profile with API client authentication:
+```bash
+code42 profile create-api-client --name MY_API_CLIENT_PROFILE --server example.authority.com --api-client-id "key-42" --secret "code42%api%client%secret"
+```
+
+```{eval-rst}
+.. note:: Remember to wrap your API client secret with single quotes to avoid issues with bash expansion and special characters.
+```
+
+## View profiles
+
 You can add multiple profiles with different names and the change the default profile with the `use` command:
 
 ```bash

docs/userguides/v2apis.md

@@ -11,6 +11,7 @@ V1 file event APIs were marked deprecated in May 2022 and will be no longer be s
 Use the `--use-v2-file-events True` option with the `code42 profile create` or `code42 profile update` commands to enable your code42 CLI profile to use the latest V2 file event data model.
 
 Use `code42 profile show` to check the status of this setting on your profile:
+
 ```bash
 % code42 profile update --use-v2-file-events True
 

setup.py

@@ -39,7 +39,7 @@
         "keyrings.alt==3.2.0",
         "ipython==7.16.3",
         "pandas>=1.1.3",
-        "py42>=1.24.0",
+        "py42>=1.26.0",
     ],
     extras_require={
         "dev": [

src/code42cli/cmds/legal_hold.py

@@ -4,6 +4,7 @@
 
 import click
 from click import echo
+from click import style
 
 from code42cli.bulk import generate_template_cmd_factory
 from code42cli.bulk import run_bulk_process
@@ -89,7 +90,7 @@ def add_user(state, matter_id, username):
 @sdk_options()
 def remove_user(state, matter_id, username):
     """Release a custodian from a legal hold matter."""
-    _remove_user_from_legal_hold(state.sdk, matter_id, username)
+    _remove_user_from_legal_hold(state, state.sdk, matter_id, username)
 
 
 @legal_hold.command("list")
@@ -98,7 +99,7 @@ def remove_user(state, matter_id, username):
 def _list(state, format=None):
     """Fetch existing legal hold matters."""
     formatter = OutputFormatter(format, _MATTER_KEYS_MAP)
-    matters = _get_all_active_matters(state.sdk)
+    matters = _get_all_active_matters(state)
     if matters:
         formatter.echo_formatted_list(matters)
 
@@ -120,14 +121,21 @@ def _list(state, format=None):
 def show(state, matter_id, include_inactive=False, include_policy=False):
     """Display details of a given legal hold matter."""
     matter = _check_matter_is_accessible(state.sdk, matter_id)
-    matter["creator_username"] = matter["creator"]["username"]
+
+    if state.profile.api_client_auth == "True":
+        try:
+            matter["creator_username"] = matter["creator"]["user"]["email"]
+        except KeyError:
+            pass
+    else:
+        matter["creator_username"] = matter["creator"]["username"]
     matter = json.loads(matter.text)
 
     # if `active` is None then all matters (whether active or inactive) are returned. True returns
     # only those that are active.
     active = None if include_inactive else True
     memberships = _get_legal_hold_memberships_for_matter(
-        state.sdk, matter_id, active=active
+        state, state.sdk, matter_id, active=active
     )
     active_usernames = [
         member["user"]["username"] for member in memberships if member["active"]
@@ -161,6 +169,15 @@ def show(state, matter_id, include_inactive=False, include_policy=False):
 @sdk_options()
 def search_events(state, matter_id, event_type, begin, end, format):
     """Tools for getting legal hold event data."""
+    if state.profile.api_client_auth == "True":
+        echo(
+            style(
+                "WARNING: This method is unavailable with API Client Authentication.",
+                fg="red",
+            ),
+            err=True,
+        )
+
     formatter = OutputFormatter(format, _EVENT_KEYS_MAP)
     events = _get_all_events(state.sdk, matter_id, begin, end)
     if event_type:
@@ -214,7 +231,7 @@ def remove(state, csv_rows):
     sdk = state.sdk
 
     def handle_row(matter_id, username):
-        _remove_user_from_legal_hold(sdk, matter_id, username)
+        _remove_user_from_legal_hold(state, sdk, matter_id, username)
 
     run_bulk_process(
         handle_row, csv_rows, progress_label="Removing users from legal hold:"
@@ -227,11 +244,20 @@ def _add_user_to_legal_hold(sdk, matter_id, username):
     sdk.legalhold.add_to_matter(user_id, matter_id)
 
 
-def _remove_user_from_legal_hold(sdk, matter_id, username):
+def _remove_user_from_legal_hold(state, sdk, matter_id, username):
     _check_matter_is_accessible(sdk, matter_id)
-    membership_id = _get_legal_hold_membership_id_for_user_and_matter(
-        sdk, username, matter_id
+
+    user_id = get_user_id(sdk, username)
+    memberships = _get_legal_hold_memberships_for_matter(
+        state, sdk, matter_id, active=True
     )
+    membership_id = None
+    for member in memberships:
+        if member["user"]["userUid"] == user_id:
+            membership_id = member["legalHoldMembershipUid"]
+    if not membership_id:
+        raise UserNotInLegalHoldError(username, matter_id)
+
     sdk.legalhold.remove_from_matter(membership_id)
 
 
@@ -241,37 +267,41 @@ def _get_and_print_preservation_policy(sdk, policy_uid):
     echo(pformat(json.loads(preservation_policy.text)))
 
 
-def _get_legal_hold_membership_id_for_user_and_matter(sdk, username, matter_id):
-    user_id = get_user_id(sdk, username)
-    memberships = _get_legal_hold_memberships_for_matter(sdk, matter_id, active=True)
-    for member in memberships:
-        if member["user"]["userUid"] == user_id:
-            return member["legalHoldMembershipUid"]
-    raise UserNotInLegalHoldError(username, matter_id)
-
-
-def _get_legal_hold_memberships_for_matter(sdk, matter_id, active=True):
+def _get_legal_hold_memberships_for_matter(state, sdk, matter_id, active=True):
     memberships_generator = sdk.legalhold.get_all_matter_custodians(
-        legal_hold_uid=matter_id, active=active
+        matter_id, active=active
     )
-    memberships = [
-        member
-        for page in memberships_generator
-        for member in page["legalHoldMemberships"]
-    ]
+    if state.profile.api_client_auth == "True":
+        memberships = [member for page in memberships_generator for member in page]
+    else:
+        memberships = [
+            member
+            for page in memberships_generator
+            for member in page["legalHoldMemberships"]
+        ]
     return memberships
 
 
-def _get_all_active_matters(sdk):
-    matters_generator = sdk.legalhold.get_all_matters()
-    matters = [
-        matter
-        for page in matters_generator
-        for matter in page["legalHolds"]
-        if matter["active"]
-    ]
-    for matter in matters:
-        matter["creator_username"] = matter["creator"]["username"]
+def _get_all_active_matters(state):
+    matters_generator = state.sdk.legalhold.get_all_matters()
+    if state.profile.api_client_auth == "True":
+        matters = [
+            matter for page in matters_generator for matter in page if matter["active"]
+        ]
+        for matter in matters:
+            try:
+                matter["creator_username"] = matter["creator"]["user"]["email"]
+            except KeyError:
+                pass
+    else:
+        matters = [
+            matter
+            for page in matters_generator
+            for matter in page["legalHolds"]
+            if matter["active"]
+        ]
+        for matter in matters:
+            matter["creator_username"] = matter["creator"]["username"]
     return matters