Assurance Task Examples

Manage and automate assurance tasks with the SDK.

Task Dashboard

import { DeIterateClient } from '@deiterate/sdk';

const client = new DeIterateClient({
  apiKey: process.env.DEITERATE_API_KEY!,
  organizationId: process.env.DEITERATE_ORG_ID,
});

async function taskDashboard() {
  const response = await client.assurance.list();
  const tasks = response.data;
  
  const byStatus = {
    pending: 0,
    in_progress: 0,
    completed: 0,
    overdue: 0,
  };
  
  for (const task of tasks) {
    const status = task.status || 'pending';
    if (status in byStatus) {
      byStatus[status as keyof typeof byStatus]++;
    }
  }
  
  console.log('=== Assurance Task Dashboard ===\n');
  console.log(`Total Tasks: ${tasks.length}\n`);
  console.log('By Status:');
  console.log(`  ⏳ Pending: ${byStatus.pending}`);
  console.log(`  🔄 In Progress: ${byStatus.in_progress}`);
  console.log(`  ✅ Completed: ${byStatus.completed}`);
  console.log(`  🔴 Overdue: ${byStatus.overdue}`);
}

Send Overdue Reminders

async function sendOverdueReminders() {
  const overdue = await client.assurance.getOverdue();
  
  console.log(`Found ${overdue.length} overdue tasks\n`);
  
  for (const task of overdue) {
    console.log(`Sending reminder for: ${task.description}`);
    console.log(`  Assignee: ${task.assignedTo}`);
    console.log(`  Due: ${task.dueDate}`);
    
    // Send email notification
    await sendReminderEmail({
      to: task.assignedTo!,
      taskId: task.id,
      description: task.description,
      dueDate: task.dueDate,
    });
  }
}

async function sendReminderEmail(params: {
  to: string;
  taskId: string;
  description: string;
  dueDate: Date | null;
}) {
  // Integrate with your email service
  console.log(`Email sent to ${params.to}`);
}

Complete Tasks with Evidence

async function completeTaskWithEvidence(
  taskId: string,
  evidenceFiles: string[],
  notes: string
) {
  // Complete the task
  const completed = await client.assurance.complete(
    taskId,
    evidenceFiles,
    notes
  );
  
  console.log(`Task completed: ${completed.description}`);
  console.log(`Evidence: ${evidenceFiles.join(', ')}`);
  console.log(`Notes: ${notes}`);
  
  return completed;
}

// Usage
await completeTaskWithEvidence(
  'task-123',
  ['access-review-jan-2025.pdf', 'screenshot.png'],
  'Monthly access review completed. No anomalies found.'
);

Create Recurring Tasks

async function createRecurringTask(params: {
  description: string;
  controlId: string;
  assignee: string;
  frequency: 'weekly' | 'monthly' | 'quarterly' | 'annually';
}) {
  const task = await client.assurance.create({
    description: params.description,
    controlId: params.controlId,
    assignedTo: params.assignee,
    frequency: params.frequency,
    evidenceRequired: true,
    dueDate: calculateNextDueDate(params.frequency),
  });
  
  console.log(`Created recurring task: ${task.id}`);
  console.log(`Frequency: ${params.frequency}`);
  
  return task;
}

function calculateNextDueDate(frequency: string): Date {
  const now = new Date();
  switch (frequency) {
    case 'weekly':
      return new Date(now.setDate(now.getDate() + 7));
    case 'monthly':
      return new Date(now.setMonth(now.getMonth() + 1));
    case 'quarterly':
      return new Date(now.setMonth(now.getMonth() + 3));
    case 'annually':
      return new Date(now.setFullYear(now.getFullYear() + 1));
    default:
      return new Date(now.setMonth(now.getMonth() + 1));
  }
}

Task Assignment Report

async function taskAssignmentReport() {
  const response = await client.assurance.list();
  const tasks = response.data;
  
  // Group by assignee
  const byAssignee: Record<string, typeof tasks> = {};
  
  for (const task of tasks) {
    const assignee = task.assignedTo || 'Unassigned';
    if (!byAssignee[assignee]) {
      byAssignee[assignee] = [];
    }
    byAssignee[assignee].push(task);
  }
  
  console.log('=== Task Assignment Report ===\n');
  
  for (const [assignee, assigneeTasks] of Object.entries(byAssignee)) {
    const pending = assigneeTasks.filter(t => t.status === 'pending').length;
    const overdue = assigneeTasks.filter(t => t.status === 'overdue').length;
    
    console.log(`${assignee}:`);
    console.log(`  Total: ${assigneeTasks.length}`);
    console.log(`  Pending: ${pending}`);
    console.log(`  Overdue: ${overdue}`);
    console.log();
  }
}