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simstudioai--sim/apps/sim/tools/salesforce/update_custom_field.ts
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chore: import upstream snapshot with attribution
2026-07-13 13:20:55 +08:00

237 lines
7.5 KiB
TypeScript

import { createLogger } from '@sim/logger'
import type {
SalesforceUpdateCustomFieldParams,
SalesforceUpdateCustomFieldResponse,
} from '@/tools/salesforce/types'
import { CUSTOM_FIELD_UPDATE_OUTPUT_PROPERTIES } from '@/tools/salesforce/types'
import {
extractErrorMessage,
getInstanceUrl,
mergeCustomFieldMetadata,
requireId,
} from '@/tools/salesforce/utils'
import type { ToolConfig, ToolResponse } from '@/tools/types'
const logger = createLogger('SalesforceUpdateCustomField')
/**
* Update an existing custom field via the Tooling API.
*
* Updates a field's attributes (label, length, help text, required, picklist
* values, etc.) while keeping its existing data type — changing a field's type
* is a separate, conversion-driven operation in Salesforce and is intentionally
* out of scope here.
*
* The Tooling API PATCH replaces the field's entire `Metadata` compound, so a
* naive partial PATCH would wipe any property the caller omits. To avoid that,
* this tool performs a read-modify-write in `directExecution`: it GETs the
* field's current metadata, overlays only the provided changes, then PATCHes the
* merged result. Unspecified properties (type, length, etc.) are preserved.
* @see https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/tooling_api_objects_customfield.htm
*/
export const salesforceUpdateCustomFieldTool: ToolConfig<
SalesforceUpdateCustomFieldParams,
SalesforceUpdateCustomFieldResponse
> = {
id: 'salesforce_update_custom_field',
name: 'Update Custom Field in Salesforce',
description: 'Update an existing custom field on a Salesforce object using the Tooling API',
version: '1.0.0',
oauth: {
required: true,
provider: 'salesforce',
},
params: {
accessToken: { type: 'string', required: true, visibility: 'hidden' },
idToken: { type: 'string', required: false, visibility: 'hidden' },
instanceUrl: { type: 'string', required: false, visibility: 'hidden' },
fieldId: {
type: 'string',
required: true,
visibility: 'user-or-llm',
description:
'Tooling API Id of the custom field to update (find it via the Tooling Query tool)',
},
label: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Display label shown in the UI',
},
length: {
type: 'number',
required: false,
visibility: 'user-or-llm',
description: 'Maximum length for Text, LongTextArea, Html, or MultiselectPicklist fields',
},
precision: {
type: 'number',
required: false,
visibility: 'user-or-llm',
description: 'Total number of digits for Number, Currency, or Percent fields',
},
scale: {
type: 'number',
required: false,
visibility: 'user-or-llm',
description: 'Number of digits to the right of the decimal for numeric fields',
},
visibleLines: {
type: 'number',
required: false,
visibility: 'user-or-llm',
description: 'Number of visible lines for LongTextArea, Html, or MultiselectPicklist fields',
},
required: {
type: 'boolean',
required: false,
visibility: 'user-or-llm',
description: 'Whether the field is required on record create/edit',
},
unique: {
type: 'boolean',
required: false,
visibility: 'user-or-llm',
description: 'Whether the field enforces unique values',
},
externalId: {
type: 'boolean',
required: false,
visibility: 'user-or-llm',
description: 'Whether the field is an external ID',
},
defaultValue: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Default value; for Checkbox fields use true or false',
},
description: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Internal description of the field',
},
inlineHelpText: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Help text shown next to the field in the UI',
},
picklistValues: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description:
'Comma-separated values to add to a Picklist or MultiselectPicklist field (existing values are kept)',
},
},
/**
* Read-modify-write so omitted properties are preserved rather than reset by
* the Tooling API's full-metadata PATCH semantics.
*/
directExecution: async (params): Promise<ToolResponse> => {
const instanceUrl = getInstanceUrl(params.idToken, params.instanceUrl)
const fieldId = requireId(params.fieldId, 'Field ID')
const url = `${instanceUrl}/services/data/v59.0/tooling/sobjects/CustomField/${fieldId}`
const headers = {
Authorization: `Bearer ${params.accessToken}`,
'Content-Type': 'application/json',
}
const readResponse = await fetch(url, { headers })
const existing = await readResponse.json().catch(() => ({}))
if (!readResponse.ok) {
const errorMessage = extractErrorMessage(
existing,
readResponse.status,
'Failed to load custom field for update'
)
logger.error('Failed to read custom field metadata', { status: readResponse.status })
throw new Error(errorMessage)
}
const metadata = mergeCustomFieldMetadata(existing?.Metadata, params)
const patchResponse = await fetch(url, {
method: 'PATCH',
headers,
body: JSON.stringify({ Metadata: metadata }),
})
if (!patchResponse.ok) {
const errorData = await patchResponse.json().catch(() => ({}))
const errorMessage = extractErrorMessage(
errorData,
patchResponse.status,
'Failed to update custom field in Salesforce'
)
logger.error('Failed to update custom field', { status: patchResponse.status })
throw new Error(errorMessage)
}
return {
success: true,
output: {
id: fieldId,
updated: true,
},
}
},
/**
* Declarative fallback. `directExecution` is the authoritative path and handles
* the read-modify-write; this is only used if direct execution is bypassed.
*/
request: {
url: (params) => {
const instanceUrl = getInstanceUrl(params.idToken, params.instanceUrl)
const fieldId = requireId(params.fieldId, 'Field ID')
return `${instanceUrl}/services/data/v59.0/tooling/sobjects/CustomField/${fieldId}`
},
method: 'PATCH',
headers: (params) => {
if (!params.accessToken) {
throw new Error('Access token is required')
}
return {
Authorization: `Bearer ${params.accessToken}`,
'Content-Type': 'application/json',
}
},
body: (params) => ({ Metadata: mergeCustomFieldMetadata(undefined, params) }),
},
transformResponse: async (response: Response, params) => {
if (!response.ok) {
const data = await response.json().catch(() => ({}))
const errorMessage = extractErrorMessage(
data,
response.status,
'Failed to update custom field in Salesforce'
)
logger.error('Failed to update custom field', { status: response.status })
throw new Error(errorMessage)
}
return {
success: true,
output: {
id: params?.fieldId?.trim() ?? '',
updated: true,
},
}
},
outputs: {
success: { type: 'boolean', description: 'Operation success status' },
output: {
type: 'object',
description: 'Updated custom field metadata',
properties: CUSTOM_FIELD_UPDATE_OUTPUT_PROPERTIES,
},
},
}