Codex
62220186af
- New ExternalImportSource and ExternalWorkHistoryEntry models, controller and migrations - Screening fields on external profile imports - Admin and provider profile views, routes and workflow tests updated - Phase 1 validation, route inventory, gap report template and roadmap docs - Add the Google Sheets work-order parser tool (tools/google-sheets-wo-parser)
98 lines
5.0 KiB
Markdown
98 lines
5.0 KiB
Markdown
# Field Nation Access Research
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Date: 2026-07-18
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This note records the current import access decision for Provider Exchange / Technical Services Exchange.
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## Finding
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Field Nation has an official developer platform with REST APIs, webhooks, and connectors. The public developer documentation describes the API as a Client API for integrating systems with the Field Nation marketplace and automating work-order lifecycle operations.
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The documented prerequisites for the quick-start flow include:
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- active buyer account;
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- integration contract in place;
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- sandbox credentials;
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- development environment;
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- company ID.
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The quick-start authentication flow uses OAuth credentials issued during onboarding, not a self-service provider profile export token. The REST documentation describes production and sandbox base URLs and says the API supports direct marketplace integration. The quick-start example focuses on creating work orders and integration workflows.
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## Practical Decision
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For urgent provider-history import, do not wait on API credentials.
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Use provider-owned source material first:
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- Field Nation profile print/PDF;
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- screenshots;
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- copied profile text;
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- copied reviews/work-summary text;
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- CSV/PDF/export if Field Nation exposes one in the logged-in account;
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- email or report exports if available.
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The app now supports private source-batch upload and first-pass parsing for text-like source material. This lets us test import quickly without storing Field Nation credentials or automating logged-in scraping.
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## API Path
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Keep an API path open only if Field Nation grants suitable credentials and confirms access is appropriate for provider-owned profile/history data.
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Before implementing API import, verify:
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- whether credentials can be issued for a provider account or only buyer/client integrations;
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- whether endpoints expose provider profile ratings, review history, completed job counts, and work summaries for the authenticated provider;
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- whether production API access requires a contract or implementation team approval;
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- whether export of provider-owned data is allowed by Field Nation terms and privacy rules;
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- rate limits and audit requirements.
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## Logged-In Window Path
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If no provider API is available, a logged-in browser window can be used manually to collect provider-owned source material:
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1. Open Field Nation while logged in.
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2. Navigate to the provider profile/history/reviews/work summary screens.
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3. Print to PDF, download available exports, or copy visible profile text.
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4. Upload the files/text through the private import source vault.
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5. Parse text-like sources locally.
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6. Review and redact before approving an imported-history summary.
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Avoid automated credential capture or blind scraping. If browser automation is later used, keep it limited to user-directed export/download actions in an already logged-in session.
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## 2026-07-18 Profile Capture Test
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Provider profile `https://app.fieldnation.com/p/172630` was captured from a user-opened, logged-in Chrome tab.
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Captured private source material is stored locally under `storage/app/private/fieldnation-capture/` and includes:
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- profile visible text, DOM snapshot, structured attribute extraction, and screenshots;
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- expanded skillset/equipment text;
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- availability screenshot/text;
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- recommendations tab screenshot/text;
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- full work-history table export across 28 paginated pages.
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The logged-in work-history popup `https://app.fieldnation.com/profile/popup/workhistory/172630` exposed a paginated table with `961` unique job rows. The consolidated private CSV is stored at `storage/app/private/fieldnation-capture/fieldnation-profile-172630-work-history-all-pages.csv`.
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The profile source was imported into the local app as a private parsed source batch for seeded provider profile `1`. The parsed import summary captured:
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- Field Nation ID `172630`;
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- rating `4.9`;
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- rating count `421`;
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- completed jobs `961`;
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- clients `201`;
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- timeliness score `100%`;
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- backout score `0%`;
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- background check passed `Jan 2020` and drug test passed `Feb 2026` in the private source notes.
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The full job-history CSV is attached as private proof. A row-level external work-history table now stores the captured `961` Field Nation jobs for provider/admin review and redacted public samples when the imported summary visibility allows it.
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## Public Access Check
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A no-cookie request to `https://app.fieldnation.com/p/172630` returned HTTP `303` to Field Nation's identity login flow. Search checks for the provider ID did not surface a public indexed profile page. Current evidence indicates the profile and work-history surfaces require a logged-in Field Nation session unless Field Nation grants API access.
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## Sources
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- Field Nation developer portal: `https://developer.fieldnation.com/`
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- Field Nation quick start: `https://developer.fieldnation.com/docs/getting-started/quick-start/`
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- Field Nation REST API introduction: `https://developer.fieldnation.com/docs/rest-api/introduction/`
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- Field Nation webhooks API overview: `https://developer.fieldnation.com/docs/webhooks/api-reference/overview/`
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