From 97a6f84c3656b10f217477bdc65225a4d87c0398 Mon Sep 17 00:00:00 2001 From: Philippe Ozil Date: Mon, 23 Dec 2024 14:31:00 +0100 Subject: [PATCH] feat: initial commit --- .forceignore | 12 + .gitignore | 47 + .husky/pre-commit | 4 + .prettierignore | 11 + .prettierrc | 17 + LICENSE.md | 121 ++ README.md | 40 + apex-scripts/clear-sharing-links.apex | 7 + apex-scripts/generate-invoice.apex | 5 + apex-scripts/remove-invoice-docs.apex | 5 + apex-scripts/share-document.apex | 8 + .../main/default/classes/GenerateInvoice.cls | 71 ++ .../classes/GenerateInvoice.cls-meta.xml | 5 + .../classes/GeneratePublicDocumentLink.cls | 104 ++ .../GeneratePublicDocumentLink.cls-meta.xml | 5 + .../Generate_Invoice.genAiFunction-meta.xml | 9 + .../Generate_Invoice/input/schema.json | 14 + .../Generate_Invoice/output/schema.json | 14 + ...ublic_Document_Link.genAiFunction-meta.xml | 12 + .../input/schema.json | 28 + .../output/schema.json | 30 + .../Invoice_Management.genAiPlugin-meta.xml | 29 + package-lock.json | 1076 +++++++++++++++++ package.json | 24 + sfdx-project.json | 12 + 25 files changed, 1710 insertions(+) create mode 100644 .forceignore create mode 100644 .gitignore create mode 100644 .husky/pre-commit create mode 100644 .prettierignore create mode 100644 .prettierrc create mode 100644 LICENSE.md create mode 100644 README.md create mode 100644 apex-scripts/clear-sharing-links.apex create mode 100644 apex-scripts/generate-invoice.apex create mode 100644 apex-scripts/remove-invoice-docs.apex create mode 100644 apex-scripts/share-document.apex create mode 100644 force-app/main/default/classes/GenerateInvoice.cls create mode 100644 force-app/main/default/classes/GenerateInvoice.cls-meta.xml create mode 100644 force-app/main/default/classes/GeneratePublicDocumentLink.cls create mode 100644 force-app/main/default/classes/GeneratePublicDocumentLink.cls-meta.xml create mode 100644 force-app/main/default/genAiFunctions/Generate_Invoice/Generate_Invoice.genAiFunction-meta.xml create mode 100644 force-app/main/default/genAiFunctions/Generate_Invoice/input/schema.json create mode 100644 force-app/main/default/genAiFunctions/Generate_Invoice/output/schema.json create mode 100644 force-app/main/default/genAiFunctions/Generate_Public_Document_Link/Generate_Public_Document_Link.genAiFunction-meta.xml create mode 100644 force-app/main/default/genAiFunctions/Generate_Public_Document_Link/input/schema.json create mode 100644 force-app/main/default/genAiFunctions/Generate_Public_Document_Link/output/schema.json create mode 100644 force-app/main/default/genAiPlugins/Invoice_Management.genAiPlugin-meta.xml create mode 100644 package-lock.json create mode 100644 package.json create mode 100644 sfdx-project.json diff --git a/.forceignore b/.forceignore new file mode 100644 index 0000000..7b5b5a7 --- /dev/null +++ b/.forceignore @@ -0,0 +1,12 @@ +# List files or directories below to ignore them when running force:source:push, force:source:pull, and force:source:status +# More information: https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_exclude_source.htm +# + +package.xml + +# LWC configuration files +**/jsconfig.json +**/.eslintrc.json + +# LWC Jest +**/__tests__/** \ No newline at end of file diff --git a/.gitignore b/.gitignore new file mode 100644 index 0000000..0ab42b2 --- /dev/null +++ b/.gitignore @@ -0,0 +1,47 @@ +# This file is used for Git repositories to specify intentionally untracked files that Git should ignore. +# If you are not using git, you can delete this file. For more information see: https://git-scm.com/docs/gitignore +# For useful gitignore templates see: https://github.com/github/gitignore + +# Salesforce cache +.sf/ +.sfdx/ +.localdevserver/ +deploy-options.json + +# LWC VSCode autocomplete +**/lwc/jsconfig.json + +# LWC Jest coverage reports +coverage/ + +# Logs +logs +*.log +npm-debug.log* +yarn-debug.log* +yarn-error.log* + +# Dependency directories +node_modules/ + +# Eslint cache +.eslintcache + +# MacOS system files +.DS_Store + +# Windows system files +Thumbs.db +ehthumbs.db +[Dd]esktop.ini +$RECYCLE.BIN/ + +# Local environment variables +.env + +# VS Code settings +.vscode + +# Named/External credentials +**/namedCredentials +**/externalCredentials diff --git a/.husky/pre-commit b/.husky/pre-commit new file mode 100644 index 0000000..feac116 --- /dev/null +++ b/.husky/pre-commit @@ -0,0 +1,4 @@ +#!/bin/sh +. "$(dirname "$0")/_/husky.sh" + +npm run precommit \ No newline at end of file diff --git a/.prettierignore b/.prettierignore new file mode 100644 index 0000000..8cccc6e --- /dev/null +++ b/.prettierignore @@ -0,0 +1,11 @@ +# List files or directories below to ignore them when running prettier +# More information: https://prettier.io/docs/en/ignore.html +# + +**/staticresources/** +.localdevserver +.sfdx +.sf +.vscode + +coverage/ \ No newline at end of file diff --git a/.prettierrc b/.prettierrc new file mode 100644 index 0000000..18039a0 --- /dev/null +++ b/.prettierrc @@ -0,0 +1,17 @@ +{ + "trailingComma": "none", + "plugins": [ + "prettier-plugin-apex", + "@prettier/plugin-xml" + ], + "overrides": [ + { + "files": "**/lwc/**/*.html", + "options": { "parser": "lwc" } + }, + { + "files": "*.{cmp,page,component}", + "options": { "parser": "html" } + } + ] +} diff --git a/LICENSE.md b/LICENSE.md new file mode 100644 index 0000000..cb9b058 --- /dev/null +++ b/LICENSE.md @@ -0,0 +1,121 @@ +Creative Commons Legal Code + +CC0 1.0 Universal + + CREATIVE COMMONS CORPORATION IS NOT A LAW FIRM AND DOES NOT PROVIDE + LEGAL SERVICES. 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Affirmer understands and acknowledges that Creative Commons is not a +party to this document and has no duty or obligation with respect to +this CC0 or use of the Work. diff --git a/README.md b/README.md new file mode 100644 index 0000000..1edcf97 --- /dev/null +++ b/README.md @@ -0,0 +1,40 @@ +# Sample Code for Retrieving and Sharing Files with Agentforce + +This repo holds an example of how you can implement two custom Apex actions that let you retrieve an invoice PDF from a third party accounting system (or more generally, a file from any external system) and share it publicly. + +Read this blog post [link TBD] to learn more. + +## Requirements + +This code requires the following: + +1. That you have a remote host that serves the invoice PDF. In my case, I wrote a basic HTTP Node server that I deployed on Heroku. +1. That you deploy this code to a Salesforce Org with Agentforce. + +## Limitations + +There are two important limitations to this solution: + +1. This implementation cannot handle files that are larger than the [Apex heap size limit](https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_gov_limits.htm#in_topic_per_transaction_section). +2. Storing documents on the Platform consumes [data storage](https://help.salesforce.com/s/articleView?id=sf.admin_monitorresources.htm&type=5) and you’ll need to schedule some regular cleanup so that you org does not run out of space over time. + +## Installation + +1. Configure an `Accounting_Service` [External Credential](https://help.salesforce.com/s/articleView?id=sf.nc_named_creds_and_ext_creds.htm&type=5) that points to the server that holds the documents. +1. Optionnaly edit `force-app/main/default/classes/GenerateInvoice.cls` to match your service endpoint that returns the invoice. The default is `/orders/ORDER_Id/invoice` where `ORDER_ID` is the order ID. +1. Deploy the content of this repo to your org: + ```sh + sf project deploy start -d force-app + ``` + +## Sample Prompts + +You can experiment the actions with these sample prompts. + +A basic example: + +> Get me a shareable password-protected link for the invoice of order O-12345 + +A more advanced example: + +> Draft an email to John Doe with a shareable and password-protected link to his invoice for order O-12345. Thank him for trusting ACME Corp. diff --git a/apex-scripts/clear-sharing-links.apex b/apex-scripts/clear-sharing-links.apex new file mode 100644 index 0000000..bf631d1 --- /dev/null +++ b/apex-scripts/clear-sharing-links.apex @@ -0,0 +1,7 @@ +// Clear sharing links +Id docId = '069Wx000000sGxRIAU'; +ContentVersion version = [SELECT Id, Title FROM ContentVersion WHERE ContentDocumentId = :docId AND IsLatest=true LIMIT 1]; +List distributions = [SELECT Id FROM ContentDistribution WHERE ContentVersionId = :version.Id]; +System.debug('Removed '+ distributions.size() + ' links for document '+ docId); +System.debug(distributions); +delete distributions; diff --git a/apex-scripts/generate-invoice.apex b/apex-scripts/generate-invoice.apex new file mode 100644 index 0000000..618ed9b --- /dev/null +++ b/apex-scripts/generate-invoice.apex @@ -0,0 +1,5 @@ +// Generate an invoice +GenerateInvoice.InvoiceRequest request = new GenerateInvoice.InvoiceRequest(); +request.orderId = 'O-12345'; +List invoices = GenerateInvoice.generateInvoices(new List{ request }); +System.debug(invoices); diff --git a/apex-scripts/remove-invoice-docs.apex b/apex-scripts/remove-invoice-docs.apex new file mode 100644 index 0000000..f7d6fc3 --- /dev/null +++ b/apex-scripts/remove-invoice-docs.apex @@ -0,0 +1,5 @@ +// Remove invoice documents +List invoices = [SELECT Id FROM ContentDocument WHERE Title LIKE '%Invoice for order%']; +System.debug('Removed '+ invoices.size() + ' invoices'); +System.debug(invoices); +delete invoices; \ No newline at end of file diff --git a/apex-scripts/share-document.apex b/apex-scripts/share-document.apex new file mode 100644 index 0000000..b11767f --- /dev/null +++ b/apex-scripts/share-document.apex @@ -0,0 +1,8 @@ +// Share a document +GeneratePublicDocumentLink.LinkRequest request = new GeneratePublicDocumentLink.LinkRequest(); +request.contentDocumentId = '069Wx000000sGxRIAU'; +request.isPasswordProtected = true; + +List requests = new List{ request }; +List links = generatePublicDocumentLink.generatePublicDocumentLinks(requests); +System.debug(links); \ No newline at end of file diff --git a/force-app/main/default/classes/GenerateInvoice.cls b/force-app/main/default/classes/GenerateInvoice.cls new file mode 100644 index 0000000..f0c15a9 --- /dev/null +++ b/force-app/main/default/classes/GenerateInvoice.cls @@ -0,0 +1,71 @@ +public with sharing class GenerateInvoice { + @InvocableMethod( + label='Generate Invoice' + description='Generates an invoice for an order and stores it in a file.' + ) + public static List generateInvoices(List requests) { + // Fetch and create invoices files + List invoiceFiles = new List(); + for (InvoiceRequest request : requests) { + // Download invoice + Blob invoiceBlob = downloadInvoice(request.orderId); + // Prepare invoice file + ContentVersion cv = new ContentVersion(); + cv.Title = 'Invoice for order ' + request.orderId; + cv.PathOnClient = request.orderId + '.pdf'; + cv.VersionData = invoiceBlob; + invoiceFiles.add(cv); + } + insert invoiceFiles; + + // Re-fetch content versions to obtain generated document content IDs + Set contentVersionIds = new Set(); + for (ContentVersion invoice : invoiceFiles) { + contentVersionIds.add(invoice.Id); + } + invoiceFiles = [ + SELECT ContentDocumentId + FROM ContentVersion + WHERE Id IN :contentVersionIds + ]; + + // Prepare output + List invoices = new List(); + for (ContentVersion invoiceFile : invoiceFiles) { + Invoice invoice = new Invoice(); + invoice.contentDocumentId = invoiceFile.ContentDocumentId; + invoices.add(invoice); + } + return invoices; + } + + private static Blob downloadInvoice(String orderId) { + // Prepare API request + HttpRequest req = new HttpRequest(); + req.setEndpoint( + 'callout:Accounting_Service/orders/' + orderId + '/invoice' + ); + req.setMethod('GET'); + // Make callout + Http http = new Http(); + HttpResponse res = http.send(req); + if (res.getStatusCode() != 200) { + throw new CalloutException('Bad response: ' + res); + } + Blob invoiceBlob = res.getBodyAsBlob(); + return invoiceBlob; + } + + public class InvoiceRequest { + @InvocableVariable( + required=true + description='Order for which the invoice should be generated.' + ) + public String orderId; + } + + public class Invoice { + @InvocableVariable(description='Document ID that holds the invoice.') + public Id contentDocumentId; + } +} diff --git a/force-app/main/default/classes/GenerateInvoice.cls-meta.xml b/force-app/main/default/classes/GenerateInvoice.cls-meta.xml new file mode 100644 index 0000000..800ee42 --- /dev/null +++ b/force-app/main/default/classes/GenerateInvoice.cls-meta.xml @@ -0,0 +1,5 @@ + + + 62.0 + Active + diff --git a/force-app/main/default/classes/GeneratePublicDocumentLink.cls b/force-app/main/default/classes/GeneratePublicDocumentLink.cls new file mode 100644 index 0000000..f5f08fb --- /dev/null +++ b/force-app/main/default/classes/GeneratePublicDocumentLink.cls @@ -0,0 +1,104 @@ +/** + * Action that shares document via public links using ContentDistribution + * https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentdistribution.htm + */ +public with sharing class GeneratePublicDocumentLink { + // Link is valid for 7 days by default + private static Integer DEFAULT_LINK_EXPIRY_DAYS = 7; + + @InvocableMethod( + label='Generate Public Document Link' + description='Generates a public link for the document with the provided ID.' + ) + public static List generatePublicDocumentLinks( + List linkRequests + ) { + // Get document IDs + Set docIds = new Set(); + for (LinkRequest linkRequest : linkRequests) { + docIds.add(linkRequest.contentDocumentId); + } + + // Retrieve latest doc versions + Map docVersions = new Map(); + List versions = [ + SELECT Id, Title, ContentDocumentId + FROM ContentVersion + WHERE ContentDocumentId IN :docIds AND IsLatest = TRUE + ]; + for (ContentVersion version : versions) { + docVersions.put(version.ContentDocumentId, version); + } + + // Create content distribution records + List distributions = new List(); + for (LinkRequest linkRequest : linkRequests) { + // Get latest doc version + ContentVersion docVersion = docVersions.get( + linkRequest.contentDocumentId + ); + // Prepare link expiry date + DateTime expiryDate = linkRequest.expiryDate ?? + DateTime.now().addDays(DEFAULT_LINK_EXPIRY_DAYS); + // Prepare content distribution record + ContentDistribution distribution = new ContentDistribution( + Name = docVersion.Title, + ContentVersionId = docVersion.Id, + PreferencesAllowViewInBrowser = true, + PreferencesPasswordRequired = linkRequest.isPasswordProtected, + PreferencesExpires = true, + ExpiryDate = expiryDate + ); + distributions.add(distribution); + } + insert distributions; + + // Re-fetch distributions to retrieve generated public links and optional passwords + Set distIds = new Set(); + for (ContentDistribution dist : distributions) { + distIds.add(dist.Id); + } + distributions = [ + SELECT DistributionPublicUrl, ExpiryDate, Password + FROM ContentDistribution + WHERE Id IN :distIds + ]; + + // Prepare outputs with links + List links = new List(); + for (ContentDistribution dist : distributions) { + Link link = new Link(); + link.url = dist.DistributionPublicUrl; + link.expiryDate = dist.ExpiryDate; + link.password = dist.Password; + links.add(link); + } + return links; + } + + public class LinkRequest { + @InvocableVariable(required=true description='Content Document ID.') + public Id contentDocumentId; + + @InvocableVariable(description='Optional link expiry date.') + public DateTime expiryDate; + + @InvocableVariable(description='Generate a password for the link.') + public Boolean isPasswordProtected; + } + + public class Link { + @InvocableVariable(description='Public link to the document.') + public String url; + + @InvocableVariable( + description='Date after which the public link will expire.' + ) + public DateTime expiryDate; + + @InvocableVariable( + description='Password required to access the link to the document.' + ) + public String password; + } +} diff --git a/force-app/main/default/classes/GeneratePublicDocumentLink.cls-meta.xml b/force-app/main/default/classes/GeneratePublicDocumentLink.cls-meta.xml new file mode 100644 index 0000000..800ee42 --- /dev/null +++ b/force-app/main/default/classes/GeneratePublicDocumentLink.cls-meta.xml @@ -0,0 +1,5 @@ + + + 62.0 + Active + diff --git a/force-app/main/default/genAiFunctions/Generate_Invoice/Generate_Invoice.genAiFunction-meta.xml b/force-app/main/default/genAiFunctions/Generate_Invoice/Generate_Invoice.genAiFunction-meta.xml new file mode 100644 index 0000000..4fb2fea --- /dev/null +++ b/force-app/main/default/genAiFunctions/Generate_Invoice/Generate_Invoice.genAiFunction-meta.xml @@ -0,0 +1,9 @@ + + + Generates an invoice for an order and stores it in a file. + GenerateInvoice + apex + false + Generate Invoice + diff --git a/force-app/main/default/genAiFunctions/Generate_Invoice/input/schema.json b/force-app/main/default/genAiFunctions/Generate_Invoice/input/schema.json new file mode 100644 index 0000000..f718732 --- /dev/null +++ b/force-app/main/default/genAiFunctions/Generate_Invoice/input/schema.json @@ -0,0 +1,14 @@ +{ + "required": ["orderId"], + "unevaluatedProperties": false, + "properties": { + "orderId": { + "title": "orderId", + "description": "Order for which the invoice should be generated.", + "lightning:type": "lightning__textType", + "lightning:isPII": false, + "copilotAction:isUserInput": false + } + }, + "lightning:type": "lightning__objectType" +} diff --git a/force-app/main/default/genAiFunctions/Generate_Invoice/output/schema.json b/force-app/main/default/genAiFunctions/Generate_Invoice/output/schema.json new file mode 100644 index 0000000..c0b1b38 --- /dev/null +++ b/force-app/main/default/genAiFunctions/Generate_Invoice/output/schema.json @@ -0,0 +1,14 @@ +{ + "unevaluatedProperties": false, + "properties": { + "contentDocumentId": { + "title": "contentDocumentId", + "description": "Document ID that holds the invoice.", + "lightning:type": "lightning__recordIdType", + "lightning:isPII": false, + "copilotAction:isDisplayable": true, + "copilotAction:isUsedByPlanner": true + } + }, + "lightning:type": "lightning__objectType" +} diff --git a/force-app/main/default/genAiFunctions/Generate_Public_Document_Link/Generate_Public_Document_Link.genAiFunction-meta.xml b/force-app/main/default/genAiFunctions/Generate_Public_Document_Link/Generate_Public_Document_Link.genAiFunction-meta.xml new file mode 100644 index 0000000..80e2c54 --- /dev/null +++ b/force-app/main/default/genAiFunctions/Generate_Public_Document_Link/Generate_Public_Document_Link.genAiFunction-meta.xml @@ -0,0 +1,12 @@ + + + Generates a public link for the document with the provided ID. When displaying the output: +- say "Link expires on EXP_DATE" where EXP_DATE is the expiry date in a user-friendly format +- if a password was generated add "and the password for the link is PASSWORD" where PASSWORD is the generated password. +- show the url as rich text. + GeneratePublicDocumentLink + apex + false + Generate Public Document Link + diff --git a/force-app/main/default/genAiFunctions/Generate_Public_Document_Link/input/schema.json b/force-app/main/default/genAiFunctions/Generate_Public_Document_Link/input/schema.json new file mode 100644 index 0000000..e009869 --- /dev/null +++ b/force-app/main/default/genAiFunctions/Generate_Public_Document_Link/input/schema.json @@ -0,0 +1,28 @@ +{ + "required": ["contentDocumentId"], + "unevaluatedProperties": false, + "properties": { + "contentDocumentId": { + "title": "contentDocumentId", + "description": "Content Document ID.", + "lightning:type": "lightning__recordIdType", + "lightning:isPII": false, + "copilotAction:isUserInput": false + }, + "expiryDate": { + "title": "expiryDate", + "description": "Optional link expiry date.", + "lightning:type": "lightning__dateTimeStringType", + "lightning:isPII": false, + "copilotAction:isUserInput": false + }, + "isPasswordProtected": { + "title": "isPasswordProtected", + "description": "Generate a password for the link.", + "lightning:type": "lightning__booleanType", + "lightning:isPII": false, + "copilotAction:isUserInput": false + } + }, + "lightning:type": "lightning__objectType" +} diff --git a/force-app/main/default/genAiFunctions/Generate_Public_Document_Link/output/schema.json b/force-app/main/default/genAiFunctions/Generate_Public_Document_Link/output/schema.json new file mode 100644 index 0000000..6833b3b --- /dev/null +++ b/force-app/main/default/genAiFunctions/Generate_Public_Document_Link/output/schema.json @@ -0,0 +1,30 @@ +{ + "unevaluatedProperties": false, + "properties": { + "expiryDate": { + "title": "expiryDate", + "description": "Date after which the public link will expire.", + "lightning:type": "lightning__dateTimeStringType", + "lightning:isPII": false, + "copilotAction:isDisplayable": false, + "copilotAction:isUsedByPlanner": true + }, + "password": { + "title": "password", + "description": "Password required to access the link to the document.", + "lightning:type": "lightning__textType", + "lightning:isPII": false, + "copilotAction:isDisplayable": false, + "copilotAction:isUsedByPlanner": true + }, + "url": { + "title": "url", + "description": "Public link to the document.", + "lightning:type": "lightning__richTextType", + "lightning:isPII": false, + "copilotAction:isDisplayable": true, + "copilotAction:isUsedByPlanner": true + } + }, + "lightning:type": "lightning__objectType" +} diff --git a/force-app/main/default/genAiPlugins/Invoice_Management.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/Invoice_Management.genAiPlugin-meta.xml new file mode 100644 index 0000000..f069475 --- /dev/null +++ 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{ + "**/*.{cls,cmp,component,css,html,js,json,md,page,trigger,xml,yaml,yml}": [ + "prettier --write" + ] + } +} diff --git a/sfdx-project.json b/sfdx-project.json new file mode 100644 index 0000000..789c0c9 --- /dev/null +++ b/sfdx-project.json @@ -0,0 +1,12 @@ +{ + "packageDirectories": [ + { + "path": "force-app", + "default": true + } + ], + "name": "af-file-sharing", + "namespace": "", + "sfdcLoginUrl": "https://login.salesforce.com", + "sourceApiVersion": "62.0" +}