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ea3bab1f76
* fix(onedrive): canonical param required validation * fix onedrive * cleanup canonical tool param resolution code * fix type * fix jira type checks * remove manual validations
261 lines
8.5 KiB
TypeScript
261 lines
8.5 KiB
TypeScript
import { WealthboxIcon } from '@/components/icons'
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import type { BlockConfig } from '@/blocks/types'
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import { AuthMode } from '@/blocks/types'
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import type { WealthboxResponse } from '@/tools/wealthbox/types'
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export const WealthboxBlock: BlockConfig<WealthboxResponse> = {
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type: 'wealthbox',
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name: 'Wealthbox',
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description: 'Interact with Wealthbox',
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authMode: AuthMode.OAuth,
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longDescription:
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'Integrate Wealthbox into the workflow. Can read and write notes, read and write contacts, and read and write tasks.',
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docsLink: 'https://docs.sim.ai/tools/wealthbox',
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category: 'tools',
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bgColor: '#E0E0E0',
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icon: WealthboxIcon,
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subBlocks: [
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{
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id: 'operation',
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title: 'Operation',
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type: 'dropdown',
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options: [
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{ label: 'Read Note', id: 'read_note' },
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{ label: 'Write Note', id: 'write_note' },
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{ label: 'Read Contact', id: 'read_contact' },
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{ label: 'Write Contact', id: 'write_contact' },
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{ label: 'Read Task', id: 'read_task' },
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{ label: 'Write Task', id: 'write_task' },
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],
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value: () => 'read_note',
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},
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{
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id: 'credential',
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title: 'Wealthbox Account',
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type: 'oauth-input',
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serviceId: 'wealthbox',
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requiredScopes: ['login', 'data'],
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placeholder: 'Select Wealthbox account',
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required: true,
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},
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{
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id: 'noteId',
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title: 'Note ID',
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type: 'short-input',
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placeholder: 'Enter Note ID (optional)',
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condition: { field: 'operation', value: ['read_note'] },
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},
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{
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id: 'contactId',
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title: 'Select Contact',
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type: 'file-selector',
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serviceId: 'wealthbox',
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requiredScopes: ['login', 'data'],
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placeholder: 'Enter Contact ID',
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mode: 'basic',
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canonicalParamId: 'contactId',
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condition: { field: 'operation', value: ['read_contact', 'write_task', 'write_note'] },
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},
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{
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id: 'manualContactId',
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title: 'Contact ID',
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type: 'short-input',
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canonicalParamId: 'contactId',
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placeholder: 'Enter Contact ID',
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mode: 'advanced',
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condition: { field: 'operation', value: ['read_contact', 'write_task', 'write_note'] },
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},
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{
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id: 'taskId',
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title: 'Task ID',
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type: 'short-input',
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placeholder: 'Enter Task ID',
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condition: { field: 'operation', value: ['read_task'] },
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},
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{
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id: 'title',
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title: 'Title',
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type: 'short-input',
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placeholder: 'Enter Title',
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condition: { field: 'operation', value: ['write_task'] },
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required: true,
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},
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{
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id: 'dueDate',
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title: 'Due Date',
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type: 'short-input',
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placeholder: 'Enter due date (e.g., 2015-05-24 11:00 AM -0400)',
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condition: { field: 'operation', value: ['write_task'] },
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required: true,
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wandConfig: {
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enabled: true,
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prompt: `Generate a date/time string based on the user's description.
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The format should be: YYYY-MM-DD HH:MM AM/PM ZZZZ (e.g., 2015-05-24 11:00 AM -0400).
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Examples:
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- "tomorrow at 2pm" -> Calculate tomorrow's date at 02:00 PM with local timezone offset
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- "next Monday at 9am" -> Calculate next Monday at 09:00 AM with local timezone offset
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- "in 3 days at noon" -> Calculate 3 days from now at 12:00 PM with local timezone offset
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Return ONLY the date/time string - no explanations, no quotes, no extra text.`,
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placeholder: 'Describe the due date (e.g., "tomorrow at 2pm", "next Friday morning")...',
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generationType: 'timestamp',
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},
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},
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{
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id: 'firstName',
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title: 'First Name',
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type: 'short-input',
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placeholder: 'Enter First Name',
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condition: { field: 'operation', value: ['write_contact'] },
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required: true,
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},
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{
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id: 'lastName',
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title: 'Last Name',
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type: 'short-input',
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placeholder: 'Enter Last Name',
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condition: { field: 'operation', value: ['write_contact'] },
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required: true,
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},
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{
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id: 'emailAddress',
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title: 'Email Address',
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type: 'short-input',
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placeholder: 'Enter Email Address',
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condition: { field: 'operation', value: ['write_contact'] },
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},
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{
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id: 'content',
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title: 'Content',
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type: 'long-input',
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placeholder: 'Enter Content',
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condition: { field: 'operation', value: ['write_note', 'write_event', 'write_task'] },
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required: true,
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},
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{
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id: 'backgroundInformation',
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title: 'Background Information',
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type: 'long-input',
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placeholder: 'Enter Background Information',
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condition: { field: 'operation', value: ['write_contact'] },
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},
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],
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tools: {
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access: [
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'wealthbox_read_note',
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'wealthbox_write_note',
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'wealthbox_read_contact',
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'wealthbox_write_contact',
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'wealthbox_read_task',
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'wealthbox_write_task',
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],
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config: {
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tool: (params) => {
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switch (params.operation) {
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case 'read_note':
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return 'wealthbox_read_note'
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case 'write_note':
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return 'wealthbox_write_note'
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case 'read_contact':
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return 'wealthbox_read_contact'
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case 'write_contact':
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return 'wealthbox_write_contact'
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case 'read_task':
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return 'wealthbox_read_task'
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case 'write_task':
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return 'wealthbox_write_task'
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default:
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throw new Error(`Unknown operation: ${params.operation}`)
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}
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},
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params: (params) => {
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const { credential, operation, contactId, taskId, ...rest } = params
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// contactId is the canonical param for both basic (file-selector) and advanced (manualContactId) modes
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const effectiveContactId = contactId ? String(contactId).trim() : ''
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const baseParams = {
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...rest,
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credential,
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}
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if (operation === 'read_note' || operation === 'write_note') {
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return {
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...baseParams,
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noteId: params.noteId,
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contactId: effectiveContactId,
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}
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}
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if (operation === 'read_contact') {
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if (!effectiveContactId) {
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throw new Error('Contact ID is required for contact operations')
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}
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return {
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...baseParams,
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contactId: effectiveContactId,
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}
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}
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if (operation === 'read_task') {
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if (!taskId?.trim()) {
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throw new Error('Task ID is required for task operations')
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}
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return {
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...baseParams,
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taskId: taskId.trim(),
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}
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}
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if (operation === 'write_task' || operation === 'write_note') {
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if (!contactId?.trim()) {
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throw new Error('Contact ID is required for this operation')
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}
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return {
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...baseParams,
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contactId: contactId.trim(),
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}
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}
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return baseParams
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},
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},
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},
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inputs: {
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operation: { type: 'string', description: 'Operation to perform' },
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credential: { type: 'string', description: 'Wealthbox access token' },
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noteId: { type: 'string', description: 'Note identifier' },
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contactId: { type: 'string', description: 'Contact identifier' },
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taskId: { type: 'string', description: 'Task identifier' },
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content: { type: 'string', description: 'Content text' },
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firstName: { type: 'string', description: 'First name' },
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lastName: { type: 'string', description: 'Last name' },
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emailAddress: { type: 'string', description: 'Email address' },
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backgroundInformation: { type: 'string', description: 'Background information' },
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title: { type: 'string', description: 'Task title' },
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dueDate: { type: 'string', description: 'Due date' },
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},
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outputs: {
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note: {
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type: 'json',
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description: 'Single note object with ID, content, creator, and linked contacts',
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},
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notes: { type: 'json', description: 'Array of note objects from bulk read operations' },
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contact: {
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type: 'json',
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description: 'Single contact object with name, email, phone, and background info',
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},
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contacts: { type: 'json', description: 'Array of contact objects from bulk read operations' },
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task: {
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type: 'json',
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description: 'Single task object with name, due date, description, and priority',
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},
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tasks: { type: 'json', description: 'Array of task objects from bulk read operations' },
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metadata: {
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type: 'json',
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description: 'Operation metadata with itemId, noteId, contactId, taskId, itemType',
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},
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success: {
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type: 'boolean',
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description: 'Boolean indicating whether the operation completed successfully',
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},
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},
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}
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