docs, fix empty

app/account-helpers.go

@@ -117,8 +117,8 @@ func UnMarshalAccount(s *crm_models.Account) *Account { //nolint:funlen // too b
 	}
 }
 
-// MarshalToSwagger encodes a first class object to swagger
+// Marshal encodes a first class object to swagger
-func (obj *Account) MarshalToSwagger() *crm_models.Account {
+func (obj *Account) Marshal() *crm_models.Account {
 	return &crm_models.Account{
 		ID:                       obj.ID,
 		AccountNumber:            obj.AccountNumber,

app/account.go

@@ -6,9 +6,6 @@ import (
 	"code.tnxs.net/taxnexus/lib/api/crm/crm_models"
 )
 
-// NewAccountActivity is an activity identifier
-const NewAccountActivity = "NEW_ACCOUNT_ACTIVITY"
-
 // AccountChannelWrapper wraps the object with workflow params
 type AccountChannelWrapper struct {
 	Obj       crm_models.Account

app/accountingrule-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalAccountingRule decodes swagger to first class object
 func UnMarshalAccountingRule(s *ledger_models.AccountingRule) *AccountingRule {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -43,6 +44,8 @@ func UnMarshalAccountingRule(s *ledger_models.AccountingRule) *AccountingRule {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *AccountingRule) MarshalToSwagger() *ledger_models.AccountingRule {
 	return &ledger_models.AccountingRule{
 		ID:                   obj.ID,

app/accountingruleset-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalAccountingRuleset decodes swagger to first class object
 func UnMarshalAccountingRuleset(s *ledger_models.AccountingRuleset) *AccountingRuleset {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -37,6 +38,8 @@ func UnMarshalAccountingRuleset(s *ledger_models.AccountingRuleset) *AccountingR
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *AccountingRuleset) MarshalToSwagger() *ledger_models.AccountingRuleset {
 	theItems := []*ledger_models.AccountingRulesetItem{}
 	for _, itm := range obj.Items {

app/applog-helpers.go

@@ -8,13 +8,14 @@ import (
 	"github.com/google/uuid"
 )
 
-func UnMarshalAppLog(s *workflow_models.AppLog) *AppLog {
+// UnMarshalLog decodes swagger to first class object
+func UnMarshalLog(s *workflow_models.AppLog) *Log {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
 	}
 	createdDate, e0 := time.Parse(dateTimeFormat, s.CreatedDate)
 	sourceTimestamp, e1 := time.Parse(dateTimeFormat, s.SourceTimestamp)
-	return &AppLog{
+	return &Log{
 		AccountID:   s.AccountID,
 		CompanyID:   s.CompanyID,
 		CreatedByID: s.CreatedByID,
@@ -35,7 +36,8 @@ func UnMarshalAppLog(s *workflow_models.AppLog) *AppLog {
 	}
 }
 
-func (obj *AppLog) MarshalToSwagger() *workflow_models.AppLog {
+// MarshalToSwagger encodes first class object
+func (obj *Log) MarshalToSwagger() *workflow_models.AppLog {
 	return &workflow_models.AppLog{
 		ID:              obj.ID,
 		AccountID:       obj.AccountID,

app/auth0.go

@@ -7,8 +7,75 @@ import (
 	"net/http"
 	"strings"
 	"time"
+
+	"code.tnxs.net/taxnexus/lib/api/auth0/auth0_client/user"
+	"code.tnxs.net/taxnexus/lib/api/auth0/auth0_models"
 )
 
+// GetAuth0UserByEmail looks up Auth0 user by email
+func GetAuth0UserByEmail(email string) (string, error) {
+	sugar.Info("app.GetAuth0UserByEmail: 📥")
+	authToken := GetAuth0AccessToken()
+	if authToken == "" {
+		return "", fmt.Errorf("app.GetAuth0UserByEmail: 💣⛔ Error obtaining bearer token")
+	}
+	auth0Params := user.NewGetUserByEmailParamsWithTimeout(getTimeout)
+	auth0Params.Authorization = "Bearer " + authToken
+	auth0Params.Email = email
+	auth0Response, err := auth0Client.User.GetUserByEmail(auth0Params)
+	if err != nil {
+		return "", err
+	}
+	if len(auth0Response.Payload) == 0 {
+		sugar.Infof("app.GetAuth0UserByEmail: 👍📤 %s not found", email)
+		return constNotFound, nil
+	}
+	sugar.Infof("app.GetAuth0UserByEmail: 👍📤 %s found %s", email, auth0Response.Payload[0].UserID)
+	return auth0Response.Payload[0].UserID, nil
+}
+
+// CreateNewAuth0User creates a new Auth0 User
+func CreateNewAuth0User(newUser *NewAuth0User) (string, error) {
+	sugar.Info("app.CreateNewAuth0User: 📥")
+	authToken := GetAuth0AccessToken()
+	if authToken == "" {
+		return "", fmt.Errorf("app.CreateNewAuth0User: 💣⛔ Error obtaining bearer token")
+	}
+	auth0Params := user.NewPostUsersParamsWithTimeout(postTimeout)
+	auth0Params.Authorization = "Bearer " + authToken
+	auth0Params.UserRequest.Users = []*auth0_models.NewUser{
+		{
+			Email:         newUser.Email,
+			Name:          newUser.Name,
+			FamilyName:    newUser.FamilyName,
+			GivenName:     newUser.GivenName,
+			Nickname:      newUser.Nickname,
+			Password:      newUser.Password,
+			PhoneNumber:   newUser.PhoneNumber,
+			Blocked:       newUser.Blocked,
+			Connection:    newUser.Connection,
+			EmailVerified: newUser.EmailVerified,
+			PhoneVerified: newUser.PhoneVerified,
+			Picture:       newUser.Picture,
+			UserID:        newUser.UserID,
+			Username:      newUser.Username,
+			VerifyEmail:   newUser.VerifyEmail,
+		},
+	}
+	_, err := auth0Client.User.PostUsers(auth0Params)
+	if err != nil {
+		return "", err
+	}
+	auth0UserID, err := GetAuth0UserByEmail(newUser.Email)
+	if err != nil {
+		return "", err
+	}
+	if auth0UserID != constNotFound {
+		return "", fmt.Errorf("app.CreateNewAuth0User: 💣⛔ Auth0 user exists: %s", auth0UserID)
+	}
+	return auth0UserID, nil
+}
+
 type auth0TokenResponse struct {
 	AccessToken string
 	TokenType   string

app/authority-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalSwaggerAuthority decodes swagger to first class object
 func UnMarshalSwaggerAuthority(s *regs_models.Authority) *Authority {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -71,6 +72,8 @@ func UnMarshalSwaggerAuthority(s *regs_models.Authority) *Authority {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *Authority) MarshalToSwagger() *regs_models.Authority {
 	return &regs_models.Authority{
 		ID:               obj.ID,

app/contact-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalContact decodes swagger to first class object
 func UnMarshalContact(s *crm_models.Contact) *Contact {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -75,6 +76,8 @@ func UnMarshalContact(s *crm_models.Contact) *Contact {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *Contact) MarshalToSwagger() *crm_models.Contact {
 	return &crm_models.Contact{
 		ID:                 obj.ID,

app/country-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalCountry decodes swagger to first class object
 func UnMarshalCountry(s *geo_models.Country) *Country {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -58,6 +59,8 @@ func UnMarshalCountry(s *geo_models.Country) *Country {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *Country) MarshalToSwagger() *geo_models.Country {
 	taxInstances := []*geo_models.TaxInstance{}
 	for _, itm := range obj.TaxInstances {

app/county-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalCounty decodes swagger to first class object
 func UnMarshalCounty(s *geo_models.County) *County {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -69,6 +70,8 @@ func UnMarshalCounty(s *geo_models.County) *County {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *County) MarshalToSwagger() *geo_models.County {
 	theInstances := []*geo_models.TaxInstance{}
 	for _, itm := range obj.TaxInstances {

app/domain-helpers.go

@@ -2,6 +2,7 @@ package app
 
 import "code.tnxs.net/taxnexus/lib/api/geo/geo_models"
 
+// UnMarshalDomain decodes swagger to first class object
 func UnMarshalDomain(swag *geo_models.Domain) *Domain {
 	return &Domain{
 		Description: swag.Description,
@@ -10,6 +11,8 @@ func UnMarshalDomain(swag *geo_models.Domain) *Domain {
 		Name:        swag.Name,
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *Domain) MarshalToSwagger() *geo_models.Domain {
 	return &geo_models.Domain{
 		ID:          obj.ID,

app/emailmessage-helpers.go

@@ -2,6 +2,7 @@ package app
 
 import "code.tnxs.net/taxnexus/lib/api/workflow/workflow_models"
 
+// MarshalToSwagger encodes first class object
 func (obj *EmailMessage) MarshalToSwagger() *workflow_models.EmailMessage {
 	headers := &workflow_models.Headers{}
 	// for _, itm := range obj.Headers {

app/filing-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalSwaggerFiling decodes swagger to first class object
 func UnMarshalSwaggerFiling(s *regs_models.Filing) *Filing {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -78,8 +79,9 @@ func UnMarshalSwaggerFiling(s *regs_models.Filing) *Filing {
 			Valid: e3 == nil,
 		},
 	}
-
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *Filing) MarshalToSwagger() *regs_models.Filing {
 	return &regs_models.Filing{
 		ID:                  obj.ID,

app/filingscheduleitem-helpers.go

@@ -0,0 +1 @@
+package app

app/filingtype-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalFilingType decodes swagger to first class object
 func UnMarshalFilingType(s *regs_models.FilingType) *FilingType {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -30,15 +31,15 @@ func UnMarshalFilingType(s *regs_models.FilingType) *FilingType {
 		}
 		for _, itm := range s.DueDates {
 			dueDates = []*FilingScheduleItem{}
-			dueDate, e0 := time.Parse(dateTimeFormat, itm.DueDate)
+			dueDate, e2 := time.Parse(dateTimeFormat, itm.DueDate)
-			if e0 != nil {
+			if e2 != nil {
-				dueDate, e0 = time.Parse(dateFormatAlt, itm.DueDate)
+				dueDate, e2 = time.Parse(dateFormatAlt, itm.DueDate)
 			}
 			dueDates = append(dueDates, &FilingScheduleItem{
 				Description: itm.Description,
 				DueDate: sql.NullTime{
 					Time:  dueDate,
-					Valid: e0 == nil,
+					Valid: e2 == nil,
 				},
 			})
 		}
@@ -78,6 +79,7 @@ func UnMarshalFilingType(s *regs_models.FilingType) *FilingType {
 	}
 }
 
+// MarshalToSwagger encodes first class object
 func (obj *FilingType) MarshalToSwagger() *regs_models.FilingType {
 	var instances []*regs_models.FilingTypeInstance
 	if obj.Instances != nil {

app/filingtypeinstance-helpers.go

@@ -0,0 +1 @@
+package app

app/folder-helpers.go

@@ -0,0 +1 @@
+package app

app/glaccount-helpers.go

@@ -45,6 +45,7 @@ func UnMarshalGlAccount(s *ledger_models.GlAccount) *GlAccount {
 	}
 }
 
+// MarshalToSwagger encodes first class object
 func (obj *GlAccount) MarshalToSwagger() *ledger_models.GlAccount {
 	return &ledger_models.GlAccount{
 		ID:                obj.ID,

app/glbalance-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalGlBalance decodes swagger to first class object
 func UnMarshalGlBalance(s *ledger_models.GlBalance) *GlBalance {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -46,6 +47,8 @@ func UnMarshalGlBalance(s *ledger_models.GlBalance) *GlBalance {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *GlBalance) MarshalToSwagger() *ledger_models.GlBalance {
 	return &ledger_models.GlBalance{
 		ID:               obj.ID,

app/invoice-helpers.go

@@ -4,6 +4,7 @@ import "code.tnxs.net/taxnexus/lib/api/ops/ops_models"
 
 // Invoice unMarshal does validation in the Ops microservice only
 
+// MarshalToSwagger encodes first class object
 func (obj *Invoice) MarshalToSwagger() *ops_models.Invoice { //nolint:funlen // big object
 	var items []*ops_models.InvoiceItem
 	if obj.Items != nil {

app/invoiceitem-helpers.go

@@ -4,6 +4,7 @@ import "code.tnxs.net/taxnexus/lib/api/ops/ops_models"
 
 // Invoice unMarshal does validation in the Ops microservice only
 
+// MarshalToSwagger encodes first class object
 func (obj *InvoiceItem) MarshalToSwagger() *ops_models.InvoiceItem {
 	return &ops_models.InvoiceItem{
 		ID:               obj.ID,

app/journalentry-helpers.go

@@ -9,6 +9,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalJournalEntry decodes swagger to first class object
 func UnMarshalJournalEntry(s *ledger_models.JournalEntry) *JournalEntry {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -60,6 +61,7 @@ func UnMarshalJournalEntry(s *ledger_models.JournalEntry) *JournalEntry {
 	}
 }
 
+// MarshalToSwagger encodes first class object
 func (obj *JournalEntry) MarshalToSwagger() *ledger_models.JournalEntry {
 	swag := &ledger_models.JournalEntry{
 		ID:               obj.ID,
@@ -84,7 +86,7 @@ func (obj *JournalEntry) MarshalToSwagger() *ledger_models.JournalEntry {
 		TenantID:         obj.TenantID,
 	}
 	for _, itm := range obj.Items {
-		swag.Items = append(swag.Items, itm.MarshalToSwgger())
+		swag.Items = append(swag.Items, itm.MarshalToSwagger())
 	}
 	return swag
 }

app/journalitem-helpers.go

@@ -45,7 +45,8 @@ func UnMarshalJournalItem(s *ledger_models.JournalItem) *JournalItem {
 	}
 }
 
-func (obj *JournalItem) MarshalToSwgger() *ledger_models.JournalItem {
+// MarshalToSwagger encodes first class object
+func (obj *JournalItem) MarshalToSwagger() *ledger_models.JournalItem {
 	return &ledger_models.JournalItem{
 		ID:                  obj.ID,
 		CreatedByID:         obj.CreatedByID,

app/lead-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalLead decodes swagger to first class object
 func UnMarshalLead(s *crm_models.Lead) *Lead {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -52,6 +53,7 @@ func UnMarshalLead(s *crm_models.Lead) *Lead {
 	}
 }
 
+// MarshalToSwagger encodes first class object
 func (obj *Lead) MarshalToSwagger() *crm_models.Lead {
 	return &crm_models.Lead{
 		ID:               obj.ID,

app/license-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalLicense decodes swagger to first class object
 func UnMarshalLicense(s *regs_models.License) *License {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -57,6 +58,8 @@ func UnMarshalLicense(s *regs_models.License) *License {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *License) MarshalToSwagger() *regs_models.License {
 	return &regs_models.License{
 		ID:               obj.ID,

app/licensetype-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalLicenseType decodes swagger to first class object
 func UnMarshalLicenseType(s *regs_models.LicenseType) *LicenseType {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -57,6 +58,7 @@ func UnMarshalLicenseType(s *regs_models.LicenseType) *LicenseType {
 	}
 }
 
+// MarshalToSwagger encodes first class object
 func (obj *LicenseType) MarshalToSwagger() *regs_models.LicenseType {
 	var jurisdictions []*regs_models.GeoLicenseTypeInstance
 	if obj.Jurisdictions != nil {

app/notebook-helpers.go

@@ -7,6 +7,7 @@ import (
 	"code.tnxs.net/taxnexus/lib/api/regs/regs_models"
 )
 
+// UnMarshalNotebook decodes swagger to first class object
 func UnMarshalNotebook(s *regs_models.Notebook) *Notebook {
 	createdDate, e0 := time.Parse(dateTimeFormat, s.CreatedDate)
 	lastModfiedDate, e1 := time.Parse(dateTimeFormat, s.LastModifiedDate)
@@ -23,7 +24,6 @@ func UnMarshalNotebook(s *regs_models.Notebook) *Notebook {
 				Title:      itm.Title,
 				NotebookID: itm.NotebookID,
 			})
-
 		}
 	}
 	return &Notebook{
@@ -61,7 +61,9 @@ func UnMarshalNotebook(s *regs_models.Notebook) *Notebook {
 		},
 	}
 }
-func (obj Notebook) MarshalToSwagger() *regs_models.Notebook {
+
+// MarshalToSwagger encodes first class object
+func (obj *Notebook) MarshalToSwagger() *regs_models.Notebook {
 	var items []*regs_models.NotebookItem
 	if obj.Items != nil {
 		items = []*regs_models.NotebookItem{}
@@ -72,7 +74,6 @@ func (obj Notebook) MarshalToSwagger() *regs_models.Notebook {
 				Title:      itm.Title,
 				NotebookID: itm.NotebookID,
 			})
-
 		}
 	}
 	return &regs_models.Notebook{

app/order-helpers.go

@@ -8,13 +8,14 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalOrder decodes swagger to first class object
 func UnMarshalOrder(s *ops_models.Order) *Order { //nolint:funlen // big object
 	if s.ID == "" {
 		s.ID = uuid.New().String()
 	}
 	var items []*OrderItem
 	if s.Items != nil {
-		items = make([]*OrderItem, 5)
+		items = []*OrderItem{}
 		for _, itm := range s.Items {
 			items = append(items, UnMarshalOrderItem(itm))
 		}
@@ -137,6 +138,8 @@ func UnMarshalOrder(s *ops_models.Order) *Order { //nolint:funlen // big object
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *Order) MarshalToSwagger() *ops_models.Order {
 	var items []*ops_models.OrderItem
 	if obj.Items != nil {

app/orderitem-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalOrderItem decodes swagger to first class object
 func UnMarshalOrderItem(s *ops_models.OrderItem) *OrderItem {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -82,6 +83,7 @@ func UnMarshalOrderItem(s *ops_models.OrderItem) *OrderItem {
 	}
 }
 
+// MarshalToSwagger encodes first class object
 func (obj *OrderItem) MarshalToSwagger() *ops_models.OrderItem {
 	return &ops_models.OrderItem{
 		ID:                  obj.ID,

app/outgoingemail-helpers.go

@@ -2,6 +2,7 @@ package app
 
 import "code.tnxs.net/taxnexus/lib/api/workflow/workflow_models"
 
+// UnMarshalSwaggerOutgoingEmailMessage decodes swagger to first class object
 func UnMarshalSwaggerOutgoingEmailMessage(s *workflow_models.OutgoingEmailMessage) *OutgoingEmailMessage {
 	return &OutgoingEmailMessage{
 		ID:                   s.ID,

app/outgoingemailreceipt-helpers.go

@@ -2,6 +2,7 @@ package app
 
 import "code.tnxs.net/taxnexus/lib/api/workflow/workflow_models"
 
+// MarshalToSwagger encodes first class object
 func (obj *OutgoingEmailMessageReceipt) MarshalToSwagger() *workflow_models.EmailMessage {
 	return &workflow_models.EmailMessage{
 		ID:                   obj.ID,

app/pdf-helpers.go

@@ -2,8 +2,8 @@ package app
 
 import "code.tnxs.net/taxnexus/lib/api/stash/stash_models"
 
+// MarshalToDocument encodes first class object to swagger
 func (obj *PDF) MarshalToDocument() *stash_models.Document {
-
 	return &stash_models.Document{
 		ID:       obj.ID,
 		Filename: obj.Filename,
@@ -13,6 +13,7 @@ func (obj *PDF) MarshalToDocument() *stash_models.Document {
 	}
 }
 
+// UnMarshalNewPDF decodes swagger to first class object
 func UnMarshalNewPDF(swag *stash_models.NewPDF) *PDF {
 	return &PDF{
 		Description: swag.Description,

app/period-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalPeriod decodes swagger to first class object
 func UnMarshalPeriod(s *ledger_models.Period) *Period {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -51,6 +52,8 @@ func UnMarshalPeriod(s *ledger_models.Period) *Period {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *Period) MarshalToSwagger() *ledger_models.Period {
 	return &ledger_models.Period{
 		ID:               obj.ID,

app/place-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalPlace decodes swagger to first class object
 func UnMarshalPlace(s *geo_models.Place) *Place {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -73,6 +74,8 @@ func UnMarshalPlace(s *geo_models.Place) *Place {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *Place) MarshalToSwagger() *geo_models.Place {
 	if obj == nil {
 		return nil

app/po-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalPurchaseOrder decodes swagger to first class object
 func UnMarshalPurchaseOrder(s *ops_models.PurchaseOrder) (*PurchaseOrder, error) { //nolint:funlen // big object
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -120,6 +121,8 @@ func UnMarshalPurchaseOrder(s *ops_models.PurchaseOrder) (*PurchaseOrder, error)
 		},
 	}, nil
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *PurchaseOrder) MarshalToSwagger() *ops_models.PurchaseOrder {
 	var items []*ops_models.PurchaseOrderItem
 	if obj.Items != nil {

app/poitem-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalPurchaseOrderItem decodes swagger to first class object
 func UnMarshalPurchaseOrderItem(s *ops_models.PurchaseOrderItem) *PurchaseOrderItem {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -57,6 +58,8 @@ func UnMarshalPurchaseOrderItem(s *ops_models.PurchaseOrderItem) *PurchaseOrderI
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *PurchaseOrderItem) MarshalToSwagger() *ops_models.PurchaseOrderItem {
 	return &ops_models.PurchaseOrderItem{
 		ID:                  obj.ID,

app/product-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalProduct decodes swagger to first class object
 func UnMarshalProduct(s *ops_models.Product) *Product {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -57,6 +58,8 @@ func UnMarshalProduct(s *ops_models.Product) *Product {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *Product) MarshalToSwagger() *ops_models.Product {
 	return &ops_models.Product{
 		ID:                      obj.ID,

app/quote-helpers.go

@@ -2,6 +2,7 @@ package app
 
 import "code.tnxs.net/taxnexus/lib/api/ops/ops_models"
 
+// MarshalToSwagger encodes first class object
 func (obj *Quote) MarshalToSwagger() *ops_models.Quote {
 	var items []*ops_models.QuoteItem
 	if obj.Items != nil {

app/quoteitem-helpers.go

@@ -2,6 +2,7 @@ package app
 
 import "code.tnxs.net/taxnexus/lib/api/ops/ops_models"
 
+// MarshalToSwagger encodes first class object
 func (obj *QuoteItem) MarshalToSwagger() *ops_models.QuoteItem {
 	return &ops_models.QuoteItem{
 		ID:               obj.ID,

app/ratingengine-helpers.go

@@ -0,0 +1 @@
+package app

app/ratingengineitem-helpers.go

@@ -0,0 +1 @@
+package app

app/root.go

@@ -3,7 +3,9 @@ package app
 
 import (
 	"strings"
+	"time"
 
+	"code.tnxs.net/taxnexus/lib/api/auth0/auth0_client"
 	"code.tnxs.net/taxnexus/lib/app/logger"
 	"github.com/spf13/viper"
 	"go.uber.org/zap"
@@ -13,14 +15,17 @@ import (
 var sugar *zap.SugaredLogger
 var config = Configuration{}
 var appViper = viper.New()
+var auth0Client = auth0_client.Default
+var configured = false
 
+const getTimeout = 6 * time.Minute
+const postTimeout = 6 * time.Minute
+const constNotFound = "not found"
 const dateFormat = "2006-01-02"
 const dateTimeFormat = "2006-01-02T15:04:05-0800"
 const dateTimeFormatAlt = "2006-01-02 15:04:05"
 const dateFormatAlt = "1/2/2006"
 
-var configured = false
-
 // InitConfig exports the config initialization func
 func InitConfig(systemName string) {
 	if configured {
@@ -46,3 +51,9 @@ func InitConfig(systemName string) {
 	sugar.Debugf("app.InitConfig: 👍 📤 serviceAccounts: %d", len(config.ServiceAccounts))
 	configured = true
 }
+
+// FirstClassObject is a struct
+type FirstClassObject interface {
+	Marshal() interface{}
+	UnMarshal() interface{}
+}

app/state-helpers.go

@@ -7,6 +7,7 @@ import (
 	"code.tnxs.net/taxnexus/lib/api/geo/geo_models"
 )
 
+// UnMarshalSwaggerState decodes swagger to first class object
 func UnMarshalSwaggerState(s *geo_models.State) *State {
 	createdDate, e0 := time.Parse(dateTimeFormat, s.CreatedDate)
 	lastModfiedDate, e1 := time.Parse(dateTimeFormat, s.LastModifiedDate)
@@ -65,6 +66,7 @@ func UnMarshalSwaggerState(s *geo_models.State) *State {
 	}
 }
 
+// MarshalToSwagger encodes first class object
 func (obj *State) MarshalToSwagger() *geo_models.State {
 	taxInstances := []*geo_models.TaxInstance{}
 	for _, itm := range obj.TaxInstances {

app/submission-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalSubmission decodes swagger to first class object
 func UnMarshalSubmission(s *regs_models.Submission) *Submission {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -57,6 +58,7 @@ func UnMarshalSubmission(s *regs_models.Submission) *Submission {
 	}
 }
 
+// MarshalToSwagger encodes first class object
 func (obj *Submission) MarshalToSwagger() *regs_models.Submission {
 	return &regs_models.Submission{
 		ID:                  obj.ID,

app/taxinstance-helpers.go

@@ -34,6 +34,8 @@ func UnMarshalTaxInstance(s *geo_models.TaxInstance) *TaxInstance {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *TaxInstance) MarshalToSwagger() *geo_models.TaxInstance {
 	return &geo_models.TaxInstance{
 		ID:               obj.ID,

app/taxnexuscode-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalTaxnexusCode decodes swagger to first class object
 func UnMarshalTaxnexusCode(s *geo_models.TaxnexusCode) *TaxnexusCode {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -45,6 +46,8 @@ func UnMarshalTaxnexusCode(s *geo_models.TaxnexusCode) *TaxnexusCode {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *TaxnexusCode) MarshalToSwagger() *geo_models.TaxnexusCode {
 	swag := geo_models.TaxnexusCode{
 		ID:                    obj.ID,

app/taxtransaction-helpers.go

@@ -6,6 +6,7 @@ import (
 
 // TaxTransaction is not ingested, hence no UnMarshalTaxTransaction
 
+// MarshalToSwagger encodes first class object
 func (obj *TaxTransaction) MarshalToSwagger() *ops_models.TaxTransaction {
 	return &ops_models.TaxTransaction{
 		ID:                  obj.ID,

app/taxtypeaccount-helpers.go

@@ -8,6 +8,7 @@ import (
 	"github.com/google/uuid"
 )
 
+// UnMarshalTaxTypeAccount encodes first class object
 func UnMarshalTaxTypeAccount(s *regs_models.TaxTypeAccount) *TaxTypeAccount {
 	if s.ID == "" {
 		s.ID = uuid.New().String()
@@ -64,6 +65,8 @@ func UnMarshalTaxTypeAccount(s *regs_models.TaxTypeAccount) *TaxTypeAccount {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *TaxTypeAccount) MarshalToSwagger() *regs_models.TaxTypeAccount {
 	return &regs_models.TaxTypeAccount{
 		ID:                  obj.ID,

app/tenantuser-helpers.go

@@ -2,6 +2,7 @@ package app
 
 import "code.tnxs.net/taxnexus/lib/api/devops/devops_models"
 
+// UnMarshalTenantUser encodes first class object
 func UnMarshalTenantUser(s *devops_models.TenantUser) *TenantUser {
 	return &TenantUser{
 		AccessLevel:     s.AccessLevel,
@@ -22,6 +23,8 @@ func UnMarshalTenantUser(s *devops_models.TenantUser) *TenantUser {
 		Username:        s.Username,
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *TenantUser) MarshalToSwagger() *devops_models.TenantUser {
 	return &devops_models.TenantUser{
 		AccessLevel:     obj.AccessLevel,

app/total-helpers.go

@@ -2,6 +2,7 @@ package app
 
 import "code.tnxs.net/taxnexus/lib/api/ops/ops_models"
 
+// MarshalToSwagger encodes first class object
 func (obj *Total) MarshalToSwagger() *ops_models.Total {
 	var items []*ops_models.TotalItem
 	if obj.TotalItems != nil {

app/transaction-helpers.go

@@ -7,6 +7,7 @@ import (
 	"code.tnxs.net/taxnexus/lib/api/regs/regs_models"
 )
 
+// UnMarshalTransaction encodes first class object
 func UnMarshalTransaction(s *regs_models.Transaction) *Transaction {
 	createdDate, e0 := time.Parse(dateTimeFormat, s.CreatedDate)
 	lastModfiedDate, e1 := time.Parse(dateTimeFormat, s.LastModifiedDate)
@@ -29,6 +30,8 @@ func UnMarshalTransaction(s *regs_models.Transaction) *Transaction {
 		},
 	}
 }
+
+// MarshalToSwagger encodes first class object
 func (obj *Transaction) MarshalToSwagger() *regs_models.Transaction {
 	return &regs_models.Transaction{
 		ID:               obj.ID,

app/userauth.go

@@ -0,0 +1,31 @@
+package app
+
+// UserAuth is a first class object type
+type UserAuth struct {
+	AccountID string
+	APIKey    string
+	ContactID string
+	Email     string
+	Roles     []string
+	Tenants   []string
+	UserID    string
+}
+
+// NewAuth0User is a first class object type
+type NewAuth0User struct {
+	Blocked       bool   `json:"blocked,omitempty"`
+	Connection    string `json:"connection,omitempty"`
+	Email         string `json:"email,omitempty"`
+	EmailVerified bool   `json:"email_verified,omitempty"`
+	FamilyName    string `json:"family_name,omitempty"`
+	GivenName     string `json:"given_name,omitempty"`
+	Name          string `json:"name,omitempty"`
+	Nickname      string `json:"nickname,omitempty"`
+	Password      string `json:"password,omitempty"`
+	PhoneNumber   string `json:"phone_number,omitempty"`
+	PhoneVerified bool   `json:"phone_verified,omitempty"`
+	Picture       string `json:"picture,omitempty"`
+	UserID        string `json:"user_id,omitempty"`
+	Username      string `json:"username,omitempty"`
+	VerifyEmail   bool   `json:"verify_email,omitempty"`
+}

app/userrole-helpers.go

@@ -0,0 +1 @@
+package app

rules/account.go

@@ -7,7 +7,10 @@ import (
 	"go.temporal.io/sdk/workflow"
 )
 
-// StoreAccountActivity posts a new lead object to datastore
+// StoreAccountActivityID is an activity identifier
+const StoreAccountActivityID = "STORE_ACCOUNT_ACTIVITY"
+
+// StoreAccountActivity posts a new account object to datastore
 func StoreAccountActivity(ctx workflow.Context, w app.AccountChannelWrapper) error { //nolint:gocritic // what we want
 	postAccountParams := accounts.NewPostAccountsParamsWithTimeout(postTimeout)
 	postAccountParams.AccountRequest = &crm_models.AccountRequest{
@@ -17,6 +20,6 @@ func StoreAccountActivity(ctx workflow.Context, w app.AccountChannelWrapper) err
 	if err != nil {
 		return err
 	}
-	sugar.Info("crm.storeAccount: 👍 📤")
+	sugar.Info("rules.StoreAccountActivity: 👍 📤")
 	return nil
 }

rules/auth0.go

@@ -0,0 +1,61 @@
+package rules
+
+import (
+	"fmt"
+
+	"code.tnxs.net/taxnexus/lib/api/devops/devops_client/user"
+	"code.tnxs.net/taxnexus/lib/api/devops/devops_models"
+	"code.tnxs.net/taxnexus/lib/api/workflow/workflow_client/outgoing_email_message"
+	"code.tnxs.net/taxnexus/lib/api/workflow/workflow_models"
+	"code.tnxs.net/taxnexus/lib/app"
+	"go.temporal.io/sdk/workflow"
+)
+
+// StoreAuth0UserActivity creates a new Auth0 user tied to a User record
+func StoreAuth0UserActivity(ctx workflow.Context, w app.UserChannelWrapper) error {
+	auth0UserID, err := app.GetAuth0UserByEmail(w.Obj.Email)
+	if err != nil {
+		return err
+	}
+	if auth0UserID != "not found" {
+		return fmt.Errorf("rules.StoreAuth0UserActivity: 💣 ⛔ Auth0 user exists: %s", auth0UserID)
+	}
+	newAuth0UserID, err := app.CreateNewAuth0User(&app.NewAuth0User{})
+	if err != nil {
+		return err
+	}
+	putUser := w.Obj
+	putUser.Auth0UserID = newAuth0UserID
+	//
+	// update Taxnexus user
+	//
+	putUserParams := user.NewPutUsersParamsWithTimeout(getTimeout)
+	putUserParams.UserRequest = &devops_models.UserRequest{
+		Data: []*devops_models.User{&putUser},
+	}
+	_, err = devopsClient.User.PutUsers(putUserParams, w.Principal.Auth)
+	if err != nil {
+		return err
+	}
+	//
+	// send emails
+	//
+	emailParams := outgoing_email_message.NewPostOutgoingEmailMessagesParamsWithTimeout(postTimeout)
+	emailParams.OutgoingEmailMessageRequest = &workflow_models.OutgoingEmailMessageRequest{
+		Data: []*workflow_models.OutgoingEmailMessage{
+			{
+				Subject: putUser.ID,
+			},
+		},
+	}
+	_, err = workflowClient.
+		OutgoingEmailMessage.
+		PostOutgoingEmailMessages(
+			emailParams,
+			w.Principal.Auth,
+		)
+	if err != nil {
+		return err
+	}
+	return nil
+}

rules/new-tenant.go

@@ -0,0 +1 @@
+package rules

rules/new-tenantuser.go

@@ -0,0 +1 @@
+package rules

rules/new-user.go

@@ -0,0 +1,46 @@
+package rules
+
+import (
+	"time"
+
+	"code.tnxs.net/taxnexus/lib/api/devops/devops_models"
+	"code.tnxs.net/taxnexus/lib/app"
+	"go.temporal.io/sdk/workflow"
+)
+
+// NewUserChannelWrapper wraps a contact, account, payment method and a user identifier (app.User)
+type NewUserChannelWrapper struct {
+	User      devops_models.User
+	Principal app.User
+	SagaID    string
+	SagaType  string
+}
+
+// NewUserWorkflow is a Temporal workflow
+func NewUserWorkflow(ctx workflow.Context, payload *NewUserChannelWrapper) error {
+	ctx = workflow.WithActivityOptions(
+		ctx,
+		workflow.ActivityOptions{
+			StartToCloseTimeout: time.Minute,
+		})
+	err := workflow.ExecuteActivity(ctx,
+		StoreUserActivity,
+		&app.UserChannelWrapper{
+			Obj:       payload.User,
+			Principal: payload.Principal,
+			SagaID:    payload.SagaID,
+			SagaType:  payload.SagaType,
+		}).Get(ctx, nil)
+	if err != nil {
+		return err
+	}
+	err = workflow.ExecuteActivity(
+		ctx,
+		NotifyLeadActivity,
+		payload,
+	).Get(ctx, nil)
+	if err != nil {
+		return err
+	}
+	return nil
+}

rules/root.go

@@ -5,6 +5,7 @@ import (
 	"time"
 
 	"code.tnxs.net/taxnexus/lib/api/crm/crm_client"
+	"code.tnxs.net/taxnexus/lib/api/devops/devops_client"
 	"code.tnxs.net/taxnexus/lib/api/ops/ops_client"
 	"code.tnxs.net/taxnexus/lib/api/workflow/workflow_client"
 	"code.tnxs.net/taxnexus/lib/app"
@@ -14,13 +15,15 @@ import (
 )
 
 // const dateFormat = "2006-01-02"
-// const getTimeout = 6 * time.Minute
+const getTimeout = 6 * time.Minute
+
 // const dateTimeFormat = "2006-01-02T15:04:05-0800"
 const postTimeout = 6 * time.Minute
 
 var sugar = logger.New(zapcore.InfoLevel)
 
 var crmClient = crm_client.Default
+var devopsClient = devops_client.Default
 var opsClient = ops_client.Default
 var workflowClient = workflow_client.Default
 

rules/user.go

@@ -0,0 +1,116 @@
+package rules
+
+import (
+	"bytes"
+	"context"
+	"fmt"
+	"html/template"
+
+	"code.tnxs.net/taxnexus/lib/api/devops/devops_client/user"
+	"code.tnxs.net/taxnexus/lib/api/devops/devops_models"
+
+	"code.tnxs.net/taxnexus/lib/api/workflow/workflow_client/outgoing_email_message"
+	"code.tnxs.net/taxnexus/lib/api/workflow/workflow_models"
+	"code.tnxs.net/taxnexus/lib/app"
+	"go.temporal.io/sdk/workflow"
+)
+
+// StoreUserActivity posts a new user object to datastore and creates the auth0 user
+func StoreUserActivity(ctx workflow.Context, w app.UserChannelWrapper) error { //nolint:gocritic // what we want
+	postUserParams := user.NewPostUsersParamsWithTimeout(postTimeout)
+	if w.Obj.Name == "" {
+		w.Obj.Name = w.Obj.FirstName + " " + w.Obj.LastName
+	}
+	postUserParams.UserRequest = &devops_models.UserRequest{
+		Data: []*devops_models.User{&w.Obj},
+	}
+	devopsResponse, err := devopsClient.User.PostUsers(postUserParams, w.Principal.Auth)
+	if err != nil {
+		return err
+	}
+	var newUser *devops_models.User
+	for _, itm := range devopsResponse.Payload.Data { // single iteration execution
+		newUser = itm
+	}
+	//
+	// create new Auth0 user
+	//
+	auth0UserID, err := app.GetAuth0UserByEmail(newUser.Email)
+	if err != nil {
+		return err
+	}
+	if auth0UserID != "not found" {
+		return fmt.Errorf("app.StoreUserActivity: 💣 ⛔ Auth0 user exists: %s", auth0UserID)
+	}
+	newAuth0UserID, err := app.CreateNewAuth0User(&app.NewAuth0User{
+		Email:         newUser.Email,
+		EmailVerified: true,
+		Name:          newUser.Name,
+		UserID:        newUser.ID,
+		Username:      newUser.Email,
+		FamilyName:    newUser.LastName,
+		GivenName:     newUser.FirstName,
+	})
+	if err != nil {
+		return err
+	}
+	newUser.Auth0UserID = newAuth0UserID
+	//
+	// update Taxnexus user
+	//
+	putUserParams := user.NewPutUsersParamsWithTimeout(getTimeout)
+	putUserParams.UserRequest = &devops_models.UserRequest{
+		Data: []*devops_models.User{newUser},
+	}
+	_, err = devopsClient.User.PutUsers(putUserParams, w.Principal.Auth)
+	if err != nil {
+		return err
+	}
+	//
+	// send emails
+	//
+	sugar.Info("crm.storeUser: 👍 📤")
+	return nil
+}
+
+// NotifyUserActivity sends an email to a new lead
+func NotifyUserActivity(ctx context.Context, w *app.UserChannelWrapper) error {
+	sugar.Info("workflow.notifyUser: 📥")
+	var buf bytes.Buffer
+	const textBody = `
+
+Alert! New User Inquiry from Taxnexus.io website.
+
+ Taxnexus ID: {{.ID}}
+  First Name: {{.FirstName}}
+   Last Name: {{.LastName}}
+       Email: {{.Email}}
+     Message: {{.Description}}
+
+-- end --
+`
+	t := template.Must(template.New("textBody").Parse(textBody))
+	err := t.Execute(&buf, w)
+	if err != nil {
+		return err
+	}
+	emailParams := outgoing_email_message.NewPostOutgoingEmailMessagesParamsWithTimeout(postTimeout)
+	emailParams.OutgoingEmailMessageRequest = &workflow_models.OutgoingEmailMessageRequest{
+		Data: []*workflow_models.OutgoingEmailMessage{
+			{
+				Subject:              "New lead from " + w.Obj.Name,
+				ValidatedFromAddress: "support@taxnexus.net",
+				ToAddress:            "info@taxnexus.net",
+				FromName:             "Taxnexus Onboarding",
+				Text:                 buf.String(),
+				HTML:                 "<pre>" + buf.String() + "</pre>",
+			},
+		},
+	}
+	_, err = workflowClient.OutgoingEmailMessage.PostOutgoingEmailMessages(emailParams, w.Principal.Auth)
+	if err != nil {
+		return err
+	}
+	sugar.Info("workflow.notifyUser: 👍 📤")
+	return nil
+}