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

121 lines
3.6 KiB
TypeScript

import { createLogger } from '@sim/logger'
import type {
SalesforceCreateOpportunityParams,
SalesforceCreateOpportunityResponse,
} from '@/tools/salesforce/types'
import { SOBJECT_CREATE_OUTPUT_PROPERTIES } from '@/tools/salesforce/types'
import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
import type { ToolConfig } from '@/tools/types'
const logger = createLogger('SalesforceCreateOpportunity')
export const salesforceCreateOpportunityTool: ToolConfig<
SalesforceCreateOpportunityParams,
SalesforceCreateOpportunityResponse
> = {
id: 'salesforce_create_opportunity',
name: 'Create Opportunity in Salesforce',
description: 'Create a new opportunity',
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' },
name: {
type: 'string',
required: true,
visibility: 'user-or-llm',
description: 'Opportunity name (required)',
},
stageName: {
type: 'string',
required: true,
visibility: 'user-or-llm',
description: 'Stage name (required, e.g., Prospecting, Qualification, Closed Won)',
},
closeDate: {
type: 'string',
required: true,
visibility: 'user-or-llm',
description: 'Close date in YYYY-MM-DD format (required)',
},
accountId: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Salesforce Account ID (18-character string starting with 001)',
},
amount: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Deal amount as a number',
},
probability: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Win probability as integer (0-100)',
},
description: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Opportunity description',
},
},
request: {
url: (params) =>
`${getInstanceUrl(params.idToken, params.instanceUrl)}/services/data/v59.0/sobjects/Opportunity`,
method: 'POST',
headers: (params) => ({
Authorization: `Bearer ${params.accessToken}`,
'Content-Type': 'application/json',
}),
body: (params) => {
const body: Record<string, any> = {
Name: params.name,
StageName: params.stageName,
CloseDate: params.closeDate,
}
if (params.accountId) body.AccountId = params.accountId.trim()
if (params.amount) body.Amount = Number.parseFloat(params.amount)
if (params.probability) body.Probability = Number.parseInt(params.probability)
if (params.description) body.Description = params.description
return body
},
},
transformResponse: async (response) => {
const data = await response.json()
if (!response.ok) {
logger.error('Failed to create opportunity', { data, status: response.status })
throw new Error(extractErrorMessage(data, response.status, 'Failed to create opportunity'))
}
return {
success: true,
output: {
id: data.id,
success: data.success === true,
created: data.success === true,
},
}
},
outputs: {
success: { type: 'boolean', description: 'Operation success status' },
output: {
type: 'object',
description: 'Created opportunity data',
properties: SOBJECT_CREATE_OUTPUT_PROPERTIES,
},
},
}