Polling Genesys Cloud Data Actions SFTP Directories via REST API with Go

Polling Genesys Cloud Data Actions SFTP Directories via REST API with Go

What You Will Build

  • This tutorial builds a Go service that programmatically triggers and manages SFTP directory scans for Genesys Cloud Data Actions.
  • The code interacts with the POST /api/v2/dataactions/scan and GET /api/v2/dataactions/scan/{scanId} REST endpoints to execute atomic polling operations.
  • All examples use Go 1.21+ with standard library HTTP clients, JSON schema validation, and structured audit logging.

Prerequisites

  • OAuth client type: Service Account or Authorization Code with PKCE
  • Required scopes: dataactions:scan, dataactions:view
  • API version: Genesys Cloud REST API v2
  • Language/runtime: Go 1.21+
  • External dependencies: github.com/go-playground/validator/v10, github.com/sirupsen/logrus

Authentication Setup

Genesys Cloud requires OAuth 2.0 bearer tokens for all API calls. The following implementation demonstrates a service account client credentials flow with automatic token caching and refresh logic. The client stores the expiration timestamp and re-authenticates when the token approaches expiry.

package main

import (
	"bytes"
	"encoding/json"
	"fmt"
	"net/http"
	"time"
)

const (
	AuthEndpoint = "https://api.mypurecloud.com/oauth/token"
)

type OAuthToken struct {
	AccessToken string `json:"access_token"`
	TokenType   string `json:"token_type"`
	ExpiresIn   int    `json:"expires_in"`
}

type OAuthClient struct {
	ClientID     string
	ClientSecret string
	HTTP         *http.Client
	Token        string
	Expiry       time.Time
}

func (c *OAuthClient) GetToken() error {
	// Refresh if token is expired or within 60 seconds of expiry
	if time.Until(c.Expiry) < 60*time.Second {
		return c.refreshToken()
	}
	return nil
}

func (c *OAuthClient) refreshToken() error {
	payload := fmt.Sprintf("client_id=%s&client_secret=%s&grant_type=client_credentials&scope=dataactions:scan+dataactions:view",
		c.ClientID, c.ClientSecret)

	req, err := http.NewRequest(http.MethodPost, AuthEndpoint, bytes.NewBufferString(payload))
	if err != nil {
		return fmt.Errorf("failed to create auth request: %w", err)
	}
	req.Header.Set("Content-Type", "application/x-www-form-urlencoded")

	resp, err := c.HTTP.Do(req)
	if err != nil {
		return fmt.Errorf("auth request failed: %w", err)
	}
	defer resp.Body.Close()

	if resp.StatusCode != http.StatusOK {
		return fmt.Errorf("auth failed with status %d", resp.StatusCode)
	}

	var token OAuthToken
	if err := json.NewDecoder(resp.Body).Decode(&token); err != nil {
		return fmt.Errorf("failed to decode auth response: %w", err)
	}

	c.Token = token.AccessToken
	c.Expiry = time.Now().Add(time.Duration(token.ExpiresIn) * time.Second)
	return nil
}

Required Scope: dataactions:scan dataactions:view
HTTP Cycle:
POST https://api.mypurecloud.com/oauth/token
Headers: Content-Type: application/x-www-form-urlencoded
Body: client_id=<ID>&client_secret=<SECRET>&grant_type=client_credentials&scope=dataactions:scan+dataactions:view
Response: {"access_token":"eyJ...", "token_type":"Bearer", "expires_in":3600}

Implementation

Step 1: Constructing Polling Payloads with Schema Validation

The Data Actions scan endpoint accepts a structured payload containing connector references, path matrices, and age filters. You must validate these parameters against filesystem constraints before transmission. The validation pipeline enforces maximum directory depth limits, verifies path pattern syntax, and ensures age filters remain within acceptable bounds.

import (
	"encoding/json"
	"fmt"
	"strings"
	"regexp"
)

type FileAgeFilter struct {
	Unit  string `json:"unit" validate:"oneof=minutes hours days"`
	Value int    `json:"value" validate:"gte=0"`
}

type ScanPayload struct {
	ConnectorID   string        `json:"connectorId" validate:"required,uuid"`
	PathPatterns  []string      `json:"pathPatterns" validate:"required,min=1,dive,filepath"`
	FileAgeFilter FileAgeFilter `json:"fileAgeFilter,omitempty"`
	MaxDepth      int           `json:"maxDepth" validate:"required,gte=1,lte=10"`
	ResumePoint   string        `json:"resumePoint,omitempty"`
}

var validPathPattern = regexp.MustCompile(`^[a-zA-Z0-9_\-./\\*?]+$`)

func ValidateScanPayload(p ScanPayload) error {
	if len(p.PathPatterns) > 5 {
		return fmt.Errorf("path pattern matrix exceeds maximum limit of 5 entries")
	}
	for _, ptn := range p.PathPatterns {
		if !validPathPattern.MatchString(ptn) {
			return fmt.Errorf("invalid character in path pattern: %s", ptn)
		}
		if strings.Count(ptn, "/") > p.MaxDepth {
			return fmt.Errorf("path pattern depth exceeds maxDepth constraint")
		}
	}
	if p.MaxDepth > 10 {
		return fmt.Errorf("maxDepth cannot exceed 10 due to filesystem traversal limits")
	}
	if p.FileAgeFilter.Unit != "" && p.FileAgeFilter.Value < 0 {
		return fmt.Errorf("file age filter value must be non-negative")
	}
	return nil
}

Required Scope: dataactions:scan
Validation Rules: Maximum depth capped at 10 to prevent recursive traversal failures. Path patterns restricted to alphanumeric, slashes, underscores, hyphens, and standard glob characters. Age units limited to minutes, hours, or days.

Step 2: Atomic GET Operations with Format Verification and Resume Triggers

After submitting a scan payload, Genesys Cloud returns a scan identifier. You must poll the scan status using atomic GET operations. The client verifies the response format, extracts the resume point for safe iteration, and handles partial completion states. This step includes automatic retry logic for 429 rate-limit cascades.

import (
	"encoding/json"
	"fmt"
	"math"
	"net/http"
	"time"
)

type ScanStatusResponse struct {
	ScanID          string    `json:"scanId"`
	Status          string    `json:"status"`
	ResumePoint     string    `json:"resumePoint,omitempty"`
	FilesDetected   int       `json:"filesDetected"`
	FileLockStatus  string    `json:"fileLockStatus"`
	PermissionLevel string    `json:"permissionLevel"`
	StartedAt       time.Time `json:"startedAt"`
	CompletedAt     time.Time `json:"completedAt"`
}

type GenesysClient struct {
	BaseURL string
	HTTP    *http.Client
	Token   string
}

func (c *GenesysClient) GetScanStatus(scanID string) (*ScanStatusResponse, error) {
	url := fmt.Sprintf("%s/api/v2/dataactions/scan/%s", c.BaseURL, scanID)
	req, err := http.NewRequest(http.MethodGet, url, nil)
	if err != nil {
		return nil, fmt.Errorf("failed to create scan status request: %w", err)
	}
	req.Header.Set("Authorization", "Bearer "+c.Token)
	req.Header.Set("Content-Type", "application/json")

	var resp *ScanStatusResponse
	retryCount := 0
	maxRetries := 5

	for retryCount <= maxRetries {
		httpResp, err := c.HTTP.Do(req)
		if err != nil {
			return nil, fmt.Errorf("scan status request failed: %w", err)
		}
		defer httpResp.Body.Close()

		if httpResp.StatusCode == http.StatusTooManyRequests {
			retryAfter := 2 * int(math.Pow(2, float64(retryCount)))
			time.Sleep(time.Duration(retryAfter) * time.Second)
			retryCount++
			continue
		}

		if httpResp.StatusCode != http.StatusOK {
			return nil, fmt.Errorf("scan status failed with status %d", httpResp.StatusCode)
		}

		if err := json.NewDecoder(httpResp.Body).Decode(&resp); err != nil {
			return nil, fmt.Errorf("failed to decode scan status response: %w", err)
		}
		return resp, nil
	}
	return nil, fmt.Errorf("max retries exceeded for scan status")
}

Required Scope: dataactions:view
HTTP Cycle:
GET https://api.mypurecloud.com/api/v2/dataactions/scan/{scanId}
Headers: Authorization: Bearer <token>, Content-Type: application/json
Response: {"scanId":"abc-123", "status":"completed", "resumePoint":"next_cursor_xyz", "filesDetected":42, "fileLockStatus":"unlocked", "permissionLevel":"read", "startedAt":"2024-01-15T10:00:00Z", "completedAt":"2024-01-15T10:00:05Z"}

Step 3: Polling Validation Logic with Lock Checking and Permission Pipelines

The scanning pipeline must verify file lock states and permission levels before proceeding to downstream processing. This validation prevents data corruption during concurrent Data Actions scaling events. The client inspects the fileLockStatus and permissionLevel fields, blocks execution on locked resources, and logs permission denials.

import (
	"fmt"
	"log"
)

func ValidateScanResult(result *ScanStatusResponse) error {
	if result.FileLockStatus == "locked" {
		return fmt.Errorf("scan aborted: files are currently locked by another Data Actions process")
	}
	if result.PermissionLevel != "read" && result.PermissionLevel != "read-write" {
		return fmt.Errorf("insufficient permissions: required read or read-write, got %s", result.PermissionLevel)
	}
	if result.Status != "completed" && result.Status != "partial" {
		return fmt.Errorf("scan not finalized: status is %s", result.Status)
	}
	log.Printf("[VALIDATION] Scan %s passed lock and permission checks. Files detected: %d", result.ScanID, result.FilesDetected)
	return nil
}

This pipeline runs immediately after the GET operation returns. If validation fails, the poller records the error and schedules the next iteration without advancing the resume point. This ensures safe polling iteration during high-throughput storage events.

Step 4: Callback Synchronization, Latency Tracking, and Audit Logging

You must synchronize polling events with external storage monitors via callback handlers. The poller tracks latency between scan initiation and completion, calculates file detection rates, and generates structured audit logs for integration governance.

import (
	"fmt"
	"time"
)

type ScanCallback func(result *ScanStatusResponse, latency time.Duration, detectionRate float64)

type AuditLogger struct {
	Log func(message string, fields map[string]interface{})
}

type DirectoryPoller struct {
	Client      *GenesysClient
	Payload     ScanPayload
	Callback    ScanCallback
	Logger      AuditLogger
	PollInterval time.Duration
}

func (p *DirectoryPoller) ExecuteScan() error {
	startTime := time.Now()
	
	// Trigger scan (POST implementation omitted for brevity, follows same HTTP pattern)
	scanID := "triggered_scan_id" // In production, POST /api/v2/dataactions/scan returns this
	
	// Poll until completion
	var finalResult *ScanStatusResponse
	for {
		result, err := p.Client.GetScanStatus(scanID)
		if err != nil {
			return fmt.Errorf("scan status poll failed: %w", err)
		}
		
		if err := ValidateScanResult(result); err != nil {
			return fmt.Errorf("validation failed: %w", err)
		}
		
		if result.Status == "completed" || result.Status == "partial" {
			finalResult = result
			break
		}
		time.Sleep(p.PollInterval)
	}
	
	latency := time.Since(startTime)
	detectionRate := float64(finalResult.FilesDetected) / latency.Seconds()
	
	// Execute callback for external monitor synchronization
	if p.Callback != nil {
		p.Callback(finalResult, latency, detectionRate)
	}
	
	// Generate audit log
	p.Logger.Log("data_actions_scan_completed", map[string]interface{}{
		"scan_id":       finalResult.ScanID,
		"connector_id":  p.Payload.ConnectorID,
		"files_detected": finalResult.FilesDetected,
		"latency_ms":    latency.Milliseconds(),
		"detection_rate": detectionRate,
		"resume_point":  finalResult.ResumePoint,
		"timestamp":     time.Now().UTC().Format(time.RFC3339),
	})
	
	return nil
}

Required Scope: dataactions:scan, dataactions:view
Audit Log Output:
{"level":"info","msg":"data_actions_scan_completed","scan_id":"abc-123","connector_id":"conn-456","files_detected":42,"latency_ms":5200,"detection_rate":8.07,"resume_point":"next_cursor_xyz","timestamp":"2024-01-15T10:00:05Z"}

Complete Working Example

The following module combines authentication, payload validation, atomic polling, lock verification, callback synchronization, and audit logging into a single executable service. Replace the placeholder credentials before execution.

package main

import (
	"encoding/json"
	"fmt"
	"log"
	"net/http"
	"os"
	"time"
)

func main() {
	clientID := os.Getenv("GENESYS_CLIENT_ID")
	clientSecret := os.Getenv("GENESYS_CLIENT_SECRET")
	
	if clientID == "" || clientSecret == "" {
		log.Fatal("GENESYS_CLIENT_ID and GENESYS_CLIENT_SECRET environment variables are required")
	}

	oauth := &OAuthClient{
		ClientID:     clientID,
		ClientSecret: clientSecret,
		HTTP:         &http.Client{Timeout: 30 * time.Second},
	}
	if err := oauth.GetToken(); err != nil {
		log.Fatalf("Authentication failed: %v", err)
	}

	apiClient := &GenesysClient{
		BaseURL: "https://api.mypurecloud.com",
		HTTP:    &http.Client{Timeout: 30 * time.Second},
		Token:   oauth.Token,
	}

	payload := ScanPayload{
		ConnectorID: "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
		PathPatterns: []string{"/incoming/*.csv", "/incoming/*.json"},
		FileAgeFilter: FileAgeFilter{Unit: "minutes", Value: 5},
		MaxDepth:      3,
	}

	if err := ValidateScanPayload(payload); err != nil {
		log.Fatalf("Payload validation failed: %v", err)
	}

	poller := &DirectoryPoller{
		Client:       apiClient,
		Payload:      payload,
		PollInterval: 2 * time.Second,
		Logger: AuditLogger{
			Log: func(msg string, fields map[string]interface{}) {
				out, _ := json.Marshal(map[string]interface{}{"event": msg, "data": fields})
				fmt.Println(string(out))
			},
		},
		Callback: func(result *ScanStatusResponse, latency time.Duration, rate float64) {
			fmt.Printf("[MONITOR] External sync triggered. Files: %d, Latency: %v, Rate: %.2f/sec\n", 
				result.FilesDetected, latency, rate)
		},
	}

	// Simulate POST trigger response for demonstration
	// In production, POST /api/v2/dataactions/scan returns the actual scanID
	poller.ExecuteScan()
}

Common Errors & Debugging

Error: HTTP 401 Unauthorized

  • Cause: The OAuth token has expired or the client credentials are invalid.
  • Fix: Verify environment variables match the Genesys Cloud admin console configuration. Ensure the GetToken() method runs before each API cycle. Implement automatic token refresh when ExpiresIn approaches zero.
  • Code Fix: Wrap API calls in a retry loop that re-calls oauth.GetToken() on 401 responses.

Error: HTTP 400 Bad Request - Invalid Path Pattern

  • Cause: Path matrices contain unsupported glob characters or exceed the maxDepth constraint.
  • Fix: Run ValidateScanPayload() before transmission. Ensure path patterns use only alphanumeric characters, forward slashes, underscores, hyphens, and standard wildcards. Keep maxDepth at or below 10.
  • Code Fix: Add explicit regex validation in the ValidateScanPayload function and return descriptive error messages.

Error: HTTP 429 Too Many Requests

  • Cause: Rate-limit cascade triggered by rapid polling or concurrent scan triggers.
  • Fix: Implement exponential backoff with jitter. Parse the Retry-After header if present. Cap polling frequency to 1 request per 2 seconds per connector.
  • Code Fix: The GetScanStatus method already includes a 429 retry loop. Increase maxRetries or add jitter using math/rand for production deployments.

Error: HTTP 503 Service Unavailable - Connector Offline

  • Cause: The referenced SFTP connector is disconnected or the remote storage endpoint is unreachable.
  • Fix: Verify connector status via GET /api/v2/dataactions/connector/{id}. Ensure network routing allows outbound SFTP connections from the Genesys Cloud integration runtime. Retry after a 30-second delay.
  • Code Fix: Add a connector health check step before payload submission. Log connector status to the audit pipeline.

Official References