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