update skills

2026-02-03 19:24:57 -05:00 · 2026-02-03 16:04:16 -08:00
parent b7ccbc8cb9
commit 1282befcf1
5 changed files with 444 additions and 1 deletions
--- a/.claude/commands/add-block.md
+++ b/.claude/commands/add-block.md
@@ -183,6 +183,109 @@ export const {ServiceName}Block: BlockConfig = {
 }
 ```

+## File Input Handling
+
+When your block accepts file uploads, use the basic/advanced mode pattern with `normalizeFileInput`.
+
+### Basic/Advanced File Pattern
+
+```typescript
+// Basic mode: Visual file upload
+{
+  id: 'uploadFile',
+  title: 'File',
+  type: 'file-upload',
+  canonicalParamId: 'file',  // Both map to 'file' param
+  placeholder: 'Upload file',
+  mode: 'basic',
+  multiple: false,
+  required: true,
+  condition: { field: 'operation', value: 'upload' },
+},
+// Advanced mode: Reference from other blocks
+{
+  id: 'fileRef',
+  title: 'File',
+  type: 'short-input',
+  canonicalParamId: 'file',  // Both map to 'file' param
+  placeholder: 'Reference file (e.g., {{file_block.output}})',
+  mode: 'advanced',
+  required: true,
+  condition: { field: 'operation', value: 'upload' },
+},
+```
+
+**Critical constraints:**
+- `canonicalParamId` must NOT match any subblock's `id` in the same block
+- Values are stored under subblock `id`, not `canonicalParamId`
+
+### Normalizing File Input in tools.config
+
+Use `normalizeFileInput` to handle all input variants:
+
+```typescript
+import { normalizeFileInput } from '@/blocks/utils'
+
+tools: {
+  access: ['service_upload'],
+  config: {
+    tool: (params) => {
+      // Check all field IDs: uploadFile (basic), fileRef (advanced), fileContent (legacy)
+      const normalizedFile = normalizeFileInput(
+        params.uploadFile || params.fileRef || params.fileContent,
+        { single: true }
+      )
+      if (normalizedFile) {
+        params.file = normalizedFile
+      }
+      return `service_${params.operation}`
+    },
+  },
+}
+```
+
+**Why this pattern?**
+- Values come through as `params.uploadFile` or `params.fileRef` (the subblock IDs)
+- `canonicalParamId` only controls UI/schema mapping, not runtime values
+- `normalizeFileInput` handles JSON strings from advanced mode template resolution
+
+### File Input Types in `inputs`
+
+Use `type: 'json'` for file inputs:
+
+```typescript
+inputs: {
+  uploadFile: { type: 'json', description: 'Uploaded file (UserFile)' },
+  fileRef: { type: 'json', description: 'File reference from previous block' },
+  // Legacy field for backwards compatibility
+  fileContent: { type: 'string', description: 'Legacy: base64 encoded content' },
+}
+```
+
+### Multiple Files
+
+For multiple file uploads:
+
+```typescript
+{
+  id: 'attachments',
+  title: 'Attachments',
+  type: 'file-upload',
+  multiple: true,  // Allow multiple files
+  maxSize: 25,     // Max size in MB per file
+  acceptedTypes: 'image/*,application/pdf,.doc,.docx',
+}
+
+// In tools.config:
+const normalizedFiles = normalizeFileInput(
+  params.attachments || params.attachmentRefs,
+  // No { single: true } - returns array
+)
+if (normalizedFiles) {
+  params.files = normalizedFiles
+}
+```
+
 ## Condition Syntax

 Controls when a field is shown based on other field values.
--- a/.claude/commands/add-integration.md
+++ b/.claude/commands/add-integration.md
@@ -457,7 +457,230 @@ You can usually find this in the service's brand/press kit page, or copy it from
 Paste the SVG code here and I'll convert it to a React component.
 ```

-## Common Gotchas
+## File Handling
+
+When your integration handles file uploads or downloads, follow these patterns to work with `UserFile` objects consistently.
+
+### What is a UserFile?
+
+A `UserFile` is the standard file representation in Sim:
+
+```typescript
+interface UserFile {
+  id: string       // Unique identifier
+  name: string     // Original filename
+  url: string      // Presigned URL for download
+  size: number     // File size in bytes
+  type: string     // MIME type (e.g., 'application/pdf')
+  base64?: string  // Optional base64 content (if small file)
+  key?: string     // Internal storage key
+  context?: object // Storage context metadata
+}
+```
+
+### File Input Pattern (Uploads)
+
+For tools that accept file uploads, **always route through an internal API endpoint** rather than calling external APIs directly. This ensures proper file content retrieval.
+
+#### 1. Block SubBlocks for File Input
+
+Use the basic/advanced mode pattern:
+
+```typescript
+// Basic mode: File upload UI
+{
+  id: 'uploadFile',
+  title: 'File',
+  type: 'file-upload',
+  canonicalParamId: 'file',  // Maps to 'file' param
+  placeholder: 'Upload file',
+  mode: 'basic',
+  multiple: false,
+  required: true,
+  condition: { field: 'operation', value: 'upload' },
+},
+// Advanced mode: Reference from previous block
+{
+  id: 'fileRef',
+  title: 'File',
+  type: 'short-input',
+  canonicalParamId: 'file',  // Same canonical param
+  placeholder: 'Reference file (e.g., {{file_block.output}})',
+  mode: 'advanced',
+  required: true,
+  condition: { field: 'operation', value: 'upload' },
+},
+```
+
+**Critical:** `canonicalParamId` must NOT match any subblock `id`.
+
+#### 2. Normalize File Input in Block Config
+
+In `tools.config.tool`, use `normalizeFileInput` to handle all input variants:
+
+```typescript
+import { normalizeFileInput } from '@/blocks/utils'
+
+tools: {
+  config: {
+    tool: (params) => {
+      // Normalize file from basic (uploadFile), advanced (fileRef), or legacy (fileContent)
+      const normalizedFile = normalizeFileInput(
+        params.uploadFile || params.fileRef || params.fileContent,
+        { single: true }
+      )
+      if (normalizedFile) {
+        params.file = normalizedFile
+      }
+      return `{service}_${params.operation}`
+    },
+  },
+}
+```
+
+#### 3. Create Internal API Route
+
+Create `apps/sim/app/api/tools/{service}/{action}/route.ts`:
+
+```typescript
+import { createLogger } from '@sim/logger'
+import { NextResponse, type NextRequest } from 'next/server'
+import { z } from 'zod'
+import { checkInternalAuth } from '@/lib/auth/hybrid'
+import { generateRequestId } from '@/lib/core/utils/request'
+import { FileInputSchema, type RawFileInput } from '@/lib/uploads/utils/file-schemas'
+import { processFilesToUserFiles } from '@/lib/uploads/utils/file-utils'
+import { downloadFileFromStorage } from '@/lib/uploads/utils/file-utils.server'
+
+const logger = createLogger('{Service}UploadAPI')
+
+const RequestSchema = z.object({
+  accessToken: z.string(),
+  file: FileInputSchema.optional().nullable(),
+  // Legacy field for backwards compatibility
+  fileContent: z.string().optional().nullable(),
+  // ... other params
+})
+
+export async function POST(request: NextRequest) {
+  const requestId = generateRequestId()
+
+  const authResult = await checkInternalAuth(request, { requireWorkflowId: false })
+  if (!authResult.success) {
+    return NextResponse.json({ success: false, error: 'Unauthorized' }, { status: 401 })
+  }
+
+  const body = await request.json()
+  const data = RequestSchema.parse(body)
+
+  let fileBuffer: Buffer
+  let fileName: string
+
+  // Prefer UserFile input, fall back to legacy base64
+  if (data.file) {
+    const userFiles = processFilesToUserFiles([data.file as RawFileInput], requestId, logger)
+    if (userFiles.length === 0) {
+      return NextResponse.json({ success: false, error: 'Invalid file' }, { status: 400 })
+    }
+    const userFile = userFiles[0]
+    fileBuffer = await downloadFileFromStorage(userFile, requestId, logger)
+    fileName = userFile.name
+  } else if (data.fileContent) {
+    // Legacy: base64 string (backwards compatibility)
+    fileBuffer = Buffer.from(data.fileContent, 'base64')
+    fileName = 'file'
+  } else {
+    return NextResponse.json({ success: false, error: 'File required' }, { status: 400 })
+  }
+
+  // Now call external API with fileBuffer
+  const response = await fetch('https://api.{service}.com/upload', {
+    method: 'POST',
+    headers: { Authorization: `Bearer ${data.accessToken}` },
+    body: new Uint8Array(fileBuffer),  // Convert Buffer for fetch
+  })
+
+  // ... handle response
+}
+```
+
+#### 4. Update Tool to Use Internal Route
+
+```typescript
+export const {service}UploadTool: ToolConfig<Params, Response> = {
+  id: '{service}_upload',
+  // ...
+  params: {
+    file: { type: 'file', required: false, visibility: 'user-or-llm' },
+    fileContent: { type: 'string', required: false, visibility: 'hidden' }, // Legacy
+  },
+  request: {
+    url: '/api/tools/{service}/upload',  // Internal route
+    method: 'POST',
+    body: (params) => ({
+      accessToken: params.accessToken,
+      file: params.file,
+      fileContent: params.fileContent,
+    }),
+  },
+}
+```
+
+### File Output Pattern (Downloads)
+
+For tools that return files, use `FileToolProcessor` to store files and return `UserFile` objects.
+
+#### In Tool transformResponse
+
+```typescript
+import { FileToolProcessor } from '@/executor/utils/file-tool-processor'
+
+transformResponse: async (response, context) => {
+  const data = await response.json()
+
+  // Process file outputs to UserFile objects
+  const fileProcessor = new FileToolProcessor(context)
+  const file = await fileProcessor.processFileData({
+    data: data.content,      // base64 or buffer
+    mimeType: data.mimeType,
+    filename: data.filename,
+  })
+
+  return {
+    success: true,
+    output: { file },
+  }
+}
+```
+
+#### In API Route (for complex file handling)
+
+```typescript
+// Return file data that FileToolProcessor can handle
+return NextResponse.json({
+  success: true,
+  output: {
+    file: {
+      data: base64Content,
+      mimeType: 'application/pdf',
+      filename: 'document.pdf',
+    },
+  },
+})
+```
+
+### Key Helpers Reference
+
+| Helper | Location | Purpose |
+|--------|----------|---------|
+| `normalizeFileInput` | `@/blocks/utils` | Normalize file params in block config |
+| `processFilesToUserFiles` | `@/lib/uploads/utils/file-utils` | Convert raw inputs to UserFile[] |
+| `downloadFileFromStorage` | `@/lib/uploads/utils/file-utils.server` | Get file Buffer from UserFile |
+| `FileToolProcessor` | `@/executor/utils/file-tool-processor` | Process tool output files |
+| `isUserFile` | `@/lib/core/utils/user-file` | Type guard for UserFile objects |
+| `FileInputSchema` | `@/lib/uploads/utils/file-schemas` | Zod schema for file validation |
+
+### Common Gotchas

 1. **OAuth serviceId must match** - The `serviceId` in oauth-input must match the OAuth provider configuration
 2. **Tool IDs are snake_case** - `stripe_create_payment`, not `stripeCreatePayment`
@@ -465,3 +688,5 @@ Paste the SVG code here and I'll convert it to a React component.
 4. **Alphabetical ordering** - Keep imports and registry entries alphabetically sorted
 5. **Required can be conditional** - Use `required: { field: 'op', value: 'create' }` instead of always true
 6. **DependsOn clears options** - When a dependency changes, selector options are refetched
+7. **Never pass Buffer directly to fetch** - Convert to `new Uint8Array(buffer)` for TypeScript compatibility
+8. **Always handle legacy file params** - Keep hidden `fileContent` params for backwards compatibility
--- a/.claude/rules/sim-integrations.md
+++ b/.claude/rules/sim-integrations.md
@@ -195,6 +195,52 @@ import { {service}WebhookTrigger } from '@/triggers/{service}'
 {service}_webhook: {service}WebhookTrigger,
 ```

+## File Handling
+
+When integrations handle file uploads/downloads, use `UserFile` objects consistently.
+
+### File Input (Uploads)
+
+1. **Block subBlocks:** Use basic/advanced mode pattern with `canonicalParamId`
+2. **Normalize in block config:** Use `normalizeFileInput` from `@/blocks/utils`
+3. **Internal API route:** Create route that uses `downloadFileFromStorage` to get file content
+4. **Tool routes to internal API:** Don't call external APIs directly with files
+
+```typescript
+// In block tools.config:
+import { normalizeFileInput } from '@/blocks/utils'
+
+const normalizedFile = normalizeFileInput(
+  params.uploadFile || params.fileRef || params.fileContent,
+  { single: true }
+)
+if (normalizedFile) params.file = normalizedFile
+```
+
+### File Output (Downloads)
+
+Use `FileToolProcessor` in tool `transformResponse` to store files:
+
+```typescript
+import { FileToolProcessor } from '@/executor/utils/file-tool-processor'
+
+const processor = new FileToolProcessor(context)
+const file = await processor.processFileData({
+  data: base64Content,
+  mimeType: 'application/pdf',
+  filename: 'doc.pdf',
+})
+```
+
+### Key Helpers
+
+| Helper | Location | Purpose |
+|--------|----------|---------|
+| `normalizeFileInput` | `@/blocks/utils` | Normalize file params in block config |
+| `processFilesToUserFiles` | `@/lib/uploads/utils/file-utils` | Convert raw inputs to UserFile[] |
+| `downloadFileFromStorage` | `@/lib/uploads/utils/file-utils.server` | Get Buffer from UserFile |
+| `FileToolProcessor` | `@/executor/utils/file-tool-processor` | Process tool output files |
+
 ## Checklist

 - [ ] Look up API docs for the service
@@ -207,3 +253,5 @@ import { {service}WebhookTrigger } from '@/triggers/{service}'
 - [ ] Register block in `blocks/registry.ts`
 - [ ] (Optional) Create triggers in `triggers/{service}/`
 - [ ] (Optional) Register triggers in `triggers/registry.ts`
+- [ ] (If file uploads) Create internal API route with `downloadFileFromStorage`
+- [ ] (If file uploads) Use `normalizeFileInput` in block config
--- a/.cursor/rules/sim-integrations.mdc
+++ b/.cursor/rules/sim-integrations.mdc
@@ -193,6 +193,52 @@ import { {service}WebhookTrigger } from '@/triggers/{service}'
 {service}_webhook: {service}WebhookTrigger,
 ```

+## File Handling
+
+When integrations handle file uploads/downloads, use `UserFile` objects consistently.
+
+### File Input (Uploads)
+
+1. **Block subBlocks:** Use basic/advanced mode pattern with `canonicalParamId`
+2. **Normalize in block config:** Use `normalizeFileInput` from `@/blocks/utils`
+3. **Internal API route:** Create route that uses `downloadFileFromStorage` to get file content
+4. **Tool routes to internal API:** Don't call external APIs directly with files
+
+```typescript
+// In block tools.config:
+import { normalizeFileInput } from '@/blocks/utils'
+
+const normalizedFile = normalizeFileInput(
+  params.uploadFile || params.fileRef || params.fileContent,
+  { single: true }
+)
+if (normalizedFile) params.file = normalizedFile
+```
+
+### File Output (Downloads)
+
+Use `FileToolProcessor` in tool `transformResponse` to store files:
+
+```typescript
+import { FileToolProcessor } from '@/executor/utils/file-tool-processor'
+
+const processor = new FileToolProcessor(context)
+const file = await processor.processFileData({
+  data: base64Content,
+  mimeType: 'application/pdf',
+  filename: 'doc.pdf',
+})
+```
+
+### Key Helpers
+
+| Helper | Location | Purpose |
+|--------|----------|---------|
+| `normalizeFileInput` | `@/blocks/utils` | Normalize file params in block config |
+| `processFilesToUserFiles` | `@/lib/uploads/utils/file-utils` | Convert raw inputs to UserFile[] |
+| `downloadFileFromStorage` | `@/lib/uploads/utils/file-utils.server` | Get Buffer from UserFile |
+| `FileToolProcessor` | `@/executor/utils/file-tool-processor` | Process tool output files |
+
 ## Checklist

 - [ ] Look up API docs for the service
@@ -205,3 +251,5 @@ import { {service}WebhookTrigger } from '@/triggers/{service}'
 - [ ] Register block in `blocks/registry.ts`
 - [ ] (Optional) Create triggers in `triggers/{service}/`
 - [ ] (Optional) Register triggers in `triggers/registry.ts`
+- [ ] (If file uploads) Create internal API route with `downloadFileFromStorage`
+- [ ] (If file uploads) Use `normalizeFileInput` in block config
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -265,6 +265,23 @@ Register in `blocks/registry.ts` (alphabetically).

 **dependsOn:** `['field']` or `{ all: ['a'], any: ['b', 'c'] }`

+**File Input Pattern (basic/advanced mode):**
+```typescript
+// Basic: file-upload UI
+{ id: 'uploadFile', type: 'file-upload', canonicalParamId: 'file', mode: 'basic' },
+// Advanced: reference from other blocks
+{ id: 'fileRef', type: 'short-input', canonicalParamId: 'file', mode: 'advanced' },
+```
+
+In `tools.config.tool`, normalize with:
+```typescript
+import { normalizeFileInput } from '@/blocks/utils'
+const file = normalizeFileInput(params.uploadFile || params.fileRef, { single: true })
+if (file) params.file = file
+```
+
+For file uploads, create an internal API route (`/api/tools/{service}/upload`) that uses `downloadFileFromStorage` to get file content from `UserFile` objects.
+
 ### 3. Icon (`components/icons.tsx`)

 ```typescript
@@ -293,3 +310,5 @@ Register in `triggers/registry.ts`.
 - [ ] Create block in `blocks/blocks/{service}.ts`
 - [ ] Register block in `blocks/registry.ts`
 - [ ] (Optional) Create and register triggers
+- [ ] (If file uploads) Create internal API route with `downloadFileFromStorage`
+- [ ] (If file uploads) Use `normalizeFileInput` in block config