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Building Custom Actions

Learn how to build reusable action types for Stack9 automations. This guide covers action structure, parameter definition with runtypes, using the context (database, services, logger, connectors), error handling, workflow integration, testing, and real-world examples.

What You'll Build​

In this guide, you'll build a complete set of Custom Actions for a subscription and customer management system:

  • Action type structure with proper TypeScript types
  • Parameter validation using runtypes
  • Database operations with Knex and entity service
  • External API integration via connectors
  • Error handling and response formatting
  • Workflow integration with state transitions
  • Testing strategies for action types
  • Real examples from production Stack9 applications

Time to complete: 60-90 minutes

Prerequisites​

  • Understanding of Action Types
  • Basic TypeScript knowledge
  • Familiarity with Automations
  • Understanding of async/await

Understanding Action Types​

Action types are reusable TypeScript classes that encapsulate business logic for automations. They:

  • Accept typed parameters validated at runtime
  • Access all Stack9 services (database, entity service, connectors, etc.)
  • Return structured responses that can be used by subsequent actions
  • Handle errors gracefully with proper logging
  • Are testable in isolation

Step 1: Basic Action Type Structure​

Let's start with a simple action type that creates a customer task.

File: src/action-types/createCustomerTask.ts

import {
  S9AutomationActionType,
  S9AutomationActionTypeDescription,
  S9AutomationContext,
  S9InputTypes,
} from '@april9/stack9-sdk';
import * as rt from 'runtypes';

// Define parameter types
const Params = rt.Record({
  customer_id: rt.Number,
  task_summary: rt.String,
  task_description: rt.String,
  due_date: rt.String,
});

type Params = rt.Static<typeof Params>;

export class CreateCustomerTask implements S9AutomationActionType {
  // Description shown in automation builder UI
  description: S9AutomationActionTypeDescription = {
    name: 'Create Customer Task',
    key: 'create_customer_task',
    description: 'Create a task assigned to a customer',
    icon: 'CheckSquareOutlined',
    properties: [
      {
        name: 'customer_id',
        label: 'Customer ID',
        type: S9InputTypes.ValueCodeMirror,
        rules: [{ required: true }],
      },
      {
        name: 'task_summary',
        label: 'Task Summary',
        type: S9InputTypes.TextField,
        rules: [{ required: true }],
      },
      {
        name: 'task_description',
        label: 'Task Description',
        type: S9InputTypes.TextArea,
        rules: [{ required: true }],
      },
      {
        name: 'due_date',
        label: 'Due Date',
        type: S9InputTypes.DatePicker,
        rules: [{ required: true }],
      },
    ],
  };

  // Execute method - contains the business logic
  execute = async ({
    next,
    params,
    services,
    logger,
  }: S9AutomationContext): Promise<void> => {
    try {
      // Validate parameters
      const { customer_id, task_summary, task_description, due_date } =
        Params.check(params);

      logger.info('Creating customer task', {
        customer_id,
        task_summary,
      });

      // Use entity service to create task
      await services.entity.insertTask('customer', customer_id, {
        summary: task_summary,
        description: task_description,
        due_date: due_date,
        is_completed: false,
      });

      // Return success response
      return next({
        response_code: 200,
        message: 'Task created successfully',
      });
    } catch (error) {
      logger.error('Failed to create customer task', { error, params });

      return next({
        response_code: 500,
        message: 'Failed to create task',
        error: error.message,
      });
    }
  };
}

Key components:

  • description: Metadata for UI
  • Params: Runtime type validation
  • execute: Async function with business logic
  • next: Callback to continue workflow

Step 2: Parameter Definition with Runtypes​

Runtypes provide runtime type checking for parameters. Here are common patterns:

Basic Types​

import * as rt from 'runtypes';

// Simple types
const Params = rt.Record({
  customer_id: rt.Number,
  email: rt.String,
  is_active: rt.Boolean,
  created_at: rt.String,
});

// Optional parameters
const Params = rt.Record({
  customer_id: rt.Number,
  notes: rt.String.optional(),
  tags: rt.Array(rt.String).optional(),
});

// Nullable parameters
const Params = rt.Record({
  customer_id: rt.Number,
  phone: rt.String.nullable(),
  address: rt.String.Or(rt.Null),
});

Complex Types​

// Nested objects
const Params = rt.Record({
  customer: rt.Record({
    name: rt.String,
    email: rt.String,
    address: rt.Record({
      street: rt.String,
      city: rt.String,
      postal_code: rt.String,
    }),
  }),
});

// Arrays
const Params = rt.Record({
  customer_ids: rt.Array(rt.Number),
  statuses: rt.Array(rt.String),
});

// Union types
const Params = rt.Record({
  status: rt.Union(
    rt.Literal('active'),
    rt.Literal('inactive'),
    rt.Literal('suspended')
  ),
});

// Constraints
const Params = rt.Record({
  crn: rt.Number.withConstraint((n) => Number.isInteger(n) || 'Must be integer'),
  email: rt.String.withConstraint((s) => s.includes('@') || 'Invalid email'),
  age: rt.Number.withConstraint((n) => n >= 18 || 'Must be 18 or older'),
  due_date: rt.String.withConstraint(
    (s) => !isNaN(Date.parse(s)) || 'Invalid date'
  ),
});

Real-World Example: Subscription Change Request Validation​

import * as rt from 'runtypes';
import dayjs from 'dayjs';

const SubscriptionChangeParams = rt.Record({
  subscription_id: rt.Number,
  frequency: rt.Union(
    rt.Literal('Weekly'),
    rt.Literal('Fortnightly'),
    rt.Literal('Monthly')
  ).optional(),
  day_of_month: rt.Number.withConstraint(
    (n) => n >= 1 && n <= 28 || 'Day must be between 1 and 28'
  ).optional(),
  total_dollar_amount: rt.Number.withConstraint(
    (n) => n > 0 || 'Amount must be positive'
  ).optional(),
  payment_method: rt.Union(
    rt.Literal('Credit card'),
    rt.Literal('Direct debit')
  ).optional(),
  card_token: rt.String.optional(),
  account_number: rt.String.optional(),
  bsb_code: rt.String.optional(),
  delay_change_until: rt.String.withConstraint(
    (s) => dayjs(s).isValid() || 'Invalid date'
  ).optional(),
});

type SubscriptionChangeParams = rt.Static<typeof SubscriptionChangeParams>;

Step 3: Using the Automation Context​

The S9AutomationContext provides access to all Stack9 services.

Database Access​

execute = async ({ db, params, next }: S9AutomationContext) => {
  const { customer_id } = Params.check(params);

  // Direct Knex queries
  const customer = await db.knex('customer')
    .where({ id: customer_id })
    .where({ _is_deleted: false })
    .first();

  // Transactions
  await db.knex.transaction(async (trx) => {
    await trx('customer').where({ id: customer_id }).update({ status: 'active' });
    await trx('audit_log').insert({
      entity_type: 'customer',
      entity_id: customer_id,
      action: 'status_changed',
    });
  });

  // Sequence generation
  const nextOrderNumber = await db.sequence.nextVal('sales_order', 1, 999999);

  return next({ customer, order_number: nextOrderNumber });
};

Entity Service​

execute = async ({ services, params, next }: S9AutomationContext) => {
  const { customer_id } = Params.check(params);

  // Find one entity
  const customer = await services.entity.findOne('customer', Customer, {
    $where: {
      id: customer_id,
      _is_deleted: false,
    },
  });

  // Find all with relations
  const salesOrders = await services.entity.findAll('sales_order', SalesOrder, {
    $where: {
      customer_id: customer_id,
      _is_deleted: false,
    },
    $withRelated: ['sales_order_items(notDeleted)', 'customer(notDeleted)'],
  });

  // Create entity
  const newTask = await services.entity.insert('task', {
    customer_id: customer_id,
    summary: 'Follow up',
    is_completed: false,
  });

  // Update entity
  await services.entity.update('customer', customer_id, {
    last_contact_date: new Date(),
  });

  return next({ customer, sales_orders, new_task: newTask });
};

Workflow Service​

execute = async ({ services, params, next }: S9AutomationContext) => {
  const { entity_id, action } = Params.check(params);

  // Move workflow to next step
  await services.workflow.move('subscription', entity_id, action, {
    outcome_reason: 'Validation successful',
  });

  // Execute workflow action
  await services.workflow.executeAction('sales_order', entity_id, 'approve');

  return next({ workflow_moved: true });
};

Message Queue Service​

execute = async ({ services, params, next }: S9AutomationContext) => {
  const { customer_id } = Params.check(params);

  // Send message to queue for async processing
  await services.message.realtime.sendMessage({
    queue: 'send_welcome_email',
    body: JSON.stringify({ customer_id }),
    entityType: 'customer',
    entityId: customer_id,
  });

  return next({ queued: true });
};

Connector Service​

execute = async ({ services, params, next, logger }: S9AutomationContext) => {
  const { email } = Params.check(params);

  try {
    // Get connector
    const emailConnector = services.connector.get('email_service');

    // Call external API
    const response = await emailConnector.call({
      method: 'POST',
      path: '/send',
      body: {
        to: email,
        subject: 'Welcome',
        template: 'welcome_email',
      },
    });

    return next({
      response_code: 200,
      email_sent: true,
      message_id: response.id,
    });
  } catch (error) {
    logger.error('Failed to send email', { error, email });

    return next({
      response_code: 500,
      email_sent: false,
      error: error.message,
    });
  }
};

Logger Service​

execute = async ({ logger, params, next }: S9AutomationContext) => {
  const { customer_id } = Params.check(params);

  // Info logging
  logger.info('Processing customer', { customer_id });

  // Warning logging
  logger.warn('Customer has overdue invoices', { customer_id, count: 3 });

  // Error logging
  try {
    await processCustomer(customer_id);
  } catch (error) {
    logger.error('Customer processing failed', {
      error: error.message,
      stack: error.stack,
      customer_id,
    });
  }

  return next();
};

Step 4: Error Handling and Responses​

Proper error handling is critical for reliable automations.

Basic Error Handling​

execute = async ({ params, services, next, logger }: S9AutomationContext) => {
  try {
    const { customer_id } = Params.check(params);

    const customer = await services.entity.findOne('customer', Customer, {
      $where: { id: customer_id },
    });

    if (!customer) {
      return next({
        response_code: 404,
        message: 'Customer not found',
      });
    }

    // Process customer...

    return next({
      response_code: 200,
      message: 'Success',
      data: customer,
    });
  } catch (error) {
    logger.error('Action failed', { error, params });

    return next({
      response_code: 500,
      message: 'Internal server error',
      error: error.message,
    });
  }
};

Validation Errors​

import { SystemError } from '@april9/stack9-sdk';

execute = async ({ params, services, next, logger }: S9AutomationContext) => {
  try {
    const { customer_id, amount } = Params.check(params);

    // Business validation
    const customer = await services.entity.findOne('customer', Customer, {
      $where: { id: customer_id },
    });

    if (!customer) {
      throw new SystemError('Customer not found', 404);
    }

    if (amount > customer.credit_limit) {
      throw new SystemError('Amount exceeds credit limit', 400);
    }

    // Process...

    return next({
      response_code: 200,
      message: 'Success',
    });
  } catch (error) {
    if (error instanceof SystemError) {
      return next({
        response_code: error.status,
        message: error.message,
      });
    }

    logger.error('Unexpected error', { error, params });

    return next({
      response_code: 500,
      message: 'Internal server error',
    });
  }
};

Graceful Degradation​

execute = async ({ params, services, next, logger }: S9AutomationContext) => {
  const { customer_id } = Params.check(params);

  // Critical operation - must succeed
  const customer = await services.entity.findOne('customer', Customer, {
    $where: { id: customer_id },
  });

  // Non-critical operation - can fail without blocking
  let emailSent = false;
  try {
    const emailConnector = services.connector.get('email_service');
    await emailConnector.call({
      method: 'POST',
      path: '/send',
      body: { to: customer.email },
    });
    emailSent = true;
  } catch (error) {
    logger.warn('Email sending failed, continuing anyway', {
      error,
      customer_id,
    });
  }

  return next({
    response_code: 200,
    customer,
    email_sent: emailSent,
  });
};

Step 5: Real-World Example - Get Customer Dashboard Data​

This complex action demonstrates many patterns:

File: src/action-types/getCustomerDashboardData.ts

import {
  S9AutomationActionType,
  S9AutomationActionTypeDescription,
  S9AutomationContext,
  S9InputTypes,
  SystemError,
} from '@april9/stack9-sdk';
import moment from 'moment';
import * as rt from 'runtypes';

import { SalesOrderWorkflowOutcome } from '../models/SalesOrderWorkflow';
import { AttentionFlag } from '../models/stack9/AttentionFlag';
import { DBCustomer } from '../models/stack9/Customer';
import { DBCustomerAttentionFlag } from '../models/stack9/CustomerAttentionFlag';
import { DBGame } from '../models/stack9/Game';
import { DBIssuedTicketRange } from '../models/stack9/IssuedTicketRange';
import { DBSalesOrder } from '../models/stack9/SalesOrder';
import { DBSalesOrderItem } from '../models/stack9/SalesOrderItem';
import { DBSubscription } from '../models/stack9/Subscription';
import { SubscriptionWorkflowSteps } from '../models/SubscriptionWorkflow';
import { decodeWebsiteToken } from '../utils/customerUtils';

const Payload = rt.Record({
  token: rt.String,
});

type Payload = rt.Static<typeof Payload>;

// Define response types
const Customer = DBCustomer.pick(
  'id',
  'crn',
  'name',
  'last_name',
  'email_address',
  'phone',
  'address_line_1',
  'address_line_2',
  'suburb',
  'post_code',
  'state',
  'country',
  'dob'
);

const SalesOrder = DBSalesOrder.pick(
  'id',
  '_created_at',
  'sales_order_number',
  'business_unit',
  'receipt_number',
  'transaction_dt',
  'customer_id',
  'order_type',
  '_workflow_outcome'
).extend({
  total_payable_amount: rt.String.Or(rt.Number).nullable().optional(),
  sales_order_items: rt.Array(
    DBSalesOrderItem.pick('id', 'item_type', 'total_ticket_qty', 'game_id')
      .extend({
        total_item_amount: rt.String.Or(rt.Number).nullable().optional(),
        issued_ticket_ranges: rt
          .Array(DBIssuedTicketRange.pick('from', 'to', 'status'))
          .nullable()
          .optional(),
        game: DBGame.pick('number', 'draw_dt').nullable().optional(),
      })
      .nullable()
      .optional()
  ),
});

const Subscription = DBSubscription.pick(
  'id',
  'subscription_number',
  'item_type',
  'frequency',
  'total_dollar_amount',
  'total_ticket_qty',
  'start_dt',
  'next_debit_run_dt',
  'last_payment_status',
  '_workflow_current_step',
  'payment_method'
);

export class GetCustomerDashboardData implements S9AutomationActionType {
  description: S9AutomationActionTypeDescription = {
    name: 'Get customer dashboard data',
    key: 'get_customer_dashboard_data',
    description: 'Fetch complete customer dashboard data',
    icon: 'DashboardOutlined',
    properties: [
      {
        name: 'token',
        label: 'Authentication Token',
        type: S9InputTypes.ValueCodeMirror,
        rules: [{ required: true }],
      },
    ],
  };

  execute = async ({
    next,
    params,
    services,
  }: S9AutomationContext): Promise<void> => {
    try {
      // Validate parameters
      const { token } = Payload.check(params);

      // Decode authentication token
      const { email } = await decodeWebsiteToken(
        services.environmentVariable,
        token
      );

      // Find customer by website username
      const customer = await services.entity.findOne(
        'customer',
        Customer,
        {
          $where: {
            is_active: true,
            _is_deleted: false,
            website_username: email,
          },
        }
      );

      if (!customer) {
        throw new SystemError('Customer not found', 404);
      }

      // Check for gambling self-exclusion flag
      const hasGamblingSelfExclusion = await services.entity.findOne(
        'customer_attention_flag',
        DBCustomerAttentionFlag.pick('id', '_created_at').extend({
          attention_flag: AttentionFlag.pick('flag', 'minimum_retention_days'),
        }),
        {
          $where: {
            _is_deleted: false,
            customer_id: customer.id,
            'attention_flag.flag': 'GAMBLING_SELF_BAN',
          },
          $withRelated: ['attention_flag(notDeleted)'],
        }
      );

      // Calculate exclusion end date
      const gamblingSelfExclusionDt =
        hasGamblingSelfExclusion &&
        hasGamblingSelfExclusion.attention_flag.minimum_retention_days
          ? moment(hasGamblingSelfExclusion._created_at).add(
              hasGamblingSelfExclusion.attention_flag.minimum_retention_days,
              'day'
            )
          : null;

      // Fetch sales orders (last 24 months)
      const date24MonthsAgo = moment()
        .subtract(24, 'months')
        .format('YYYY-MM-DD');

      const salesOrders = await services.entity.findAll(
        'sales_order',
        SalesOrder,
        {
          $where: {
            _is_deleted: false,
            customer_id: customer.id,
            _workflow_outcome: SalesOrderWorkflowOutcome.Success,
            _created_at: {
              $gte: date24MonthsAgo,
            },
          },
          $withRelated: [
            'sales_order_items(notDeleted)',
            'sales_order_items(notDeleted).game(notDeleted)',
            'sales_order_items(notDeleted).issued_ticket_ranges(notDeleted)',
          ],
        },
        { method: 'withGraphFetched' }
      );

      // Fetch active subscriptions
      const subscriptions = await services.entity.findAll(
        'subscription',
        Subscription,
        {
          $where: {
            _is_deleted: false,
            customer_id: customer.id,
            _workflow_current_step: {
              $in: [
                SubscriptionWorkflowSteps.Active,
                SubscriptionWorkflowSteps.Deferred,
                SubscriptionWorkflowSteps.Suspended,
              ],
            },
          },
        }
      );

      // Return complete dashboard data
      return next({
        response_code: 200,
        data: {
          ...customer,
          has_gambling_self_exclusion: Boolean(hasGamblingSelfExclusion),
          ...(gamblingSelfExclusionDt && {
            gambling_self_exclusion_retention_dt:
              gamblingSelfExclusionDt.format('DD/MM/YYYY'),
          }),
          sales_orders: salesOrders,
          subscriptions,
        },
      });
    } catch (error: unknown) {
      if (error instanceof SystemError) {
        return next({
          response_code: error.status,
          message: error.message,
        });
      }
      throw error;
    }
  };
}

Key patterns demonstrated:

  • Token authentication
  • Complex type definitions
  • Multiple entity queries with relations
  • Conditional data fetching
  • Calculated fields
  • Proper error handling
  • Structured response

Step 6: Integration with Workflows​

Actions can integrate with workflows to move entities through states.

Workflow Action Example​

File: src/action-types/validateSubscriptionChangeRequest.ts

import {
  S9AutomationActionType,
  S9AutomationActionTypeDescription,
  S9AutomationContext,
  S9InputTypes,
  IWorkflowService,
} from '@april9/stack9-sdk';
import * as rt from 'runtypes';

import { SubscriptionChangeRequestWorkflowActions } from '../models/SubscriptionChangeRequestWorkflow';
import { SubscriptionChangeRequest } from '../models/stack9/SubscriptionChangeRequest';
import { SubscriptionWithId } from '../models/stack9/Subscription';
import {
  validateAccountNumber,
  validateAccountToken,
  validateBSB,
} from '../utils/externalTransactionUtils';

const Params = rt.Record({
  entityId: rt.Number,
});

type Params = rt.Static<typeof Params>;

export class ValidateSubscriptionChangeRequest
  implements S9AutomationActionType
{
  description: S9AutomationActionTypeDescription = {
    name: 'Validate Subscription Change Request',
    key: 'validate_subscription_change_request',
    description: 'Validate subscription change request data',
    icon: 'CheckCircleOutlined',
    properties: [
      {
        name: 'entityId',
        label: 'Change Request ID',
        type: S9InputTypes.ValueCodeMirror,
        rules: [{ required: true }],
      },
    ],
  };

  // Helper method to move workflow to failed state
  async moveToValidationFailed(
    wfService: IWorkflowService,
    entityId: number,
    reason: string
  ) {
    await wfService.move(
      'subscription_change_request',
      entityId,
      SubscriptionChangeRequestWorkflowActions.ValidationFailed,
      {
        outcome_reason: reason,
      }
    );
  }

  execute = async ({
    params,
    services,
    next,
  }: S9AutomationContext): Promise<void> => {
    const { entityId } = Params.check(params);

    // Fetch change request
    const changeRequest = await services.entity.findOne(
      'subscription_change_request',
      SubscriptionChangeRequest.pick(
        'subscription_id',
        'frequency',
        'total_dollar_amount',
        'payment_method',
        'account_number',
        'bsb_code',
        'card_token'
      ),
      {
        $where: {
          _is_deleted: false,
          _workflow_outcome: null,
          id: entityId,
        },
      }
    );

    if (!changeRequest) {
      await this.moveToValidationFailed(
        services.workflow,
        entityId,
        'Change request not found'
      );
      return next();
    }

    // Fetch subscription
    const subscription = await services.entity.findOne(
      'subscription',
      SubscriptionWithId.pick('id', 'item_type', 'game_type'),
      {
        $where: {
          _is_deleted: false,
          id: changeRequest.subscription_id,
        },
      }
    );

    if (!subscription) {
      await this.moveToValidationFailed(
        services.workflow,
        entityId,
        'Subscription not found'
      );
      return next();
    }

    // Validate payment method details
    if (changeRequest.payment_method === 'Credit card') {
      const [isValidAccountToken, errorAccountToken] = validateAccountToken(
        changeRequest.card_token
      );

      if (!isValidAccountToken) {
        await this.moveToValidationFailed(
          services.workflow,
          entityId,
          errorAccountToken
        );
        return next();
      }
    }

    if (changeRequest.payment_method === 'Direct debit') {
      const [isValidAccountNumber, errorAccountNumber] = validateAccountNumber(
        changeRequest.account_number
      );

      if (!isValidAccountNumber) {
        await this.moveToValidationFailed(
          services.workflow,
          entityId,
          errorAccountNumber
        );
        return next();
      }

      const [isValidBSB, errorBSB] = validateBSB(changeRequest.bsb_code);

      if (!isValidBSB) {
        await this.moveToValidationFailed(
          services.workflow,
          entityId,
          errorBSB
        );
        return next();
      }
    }

    // Validation passed - workflow will continue to next step
    return next({
      response_code: 200,
      message: 'Validation successful',
    });
  };
}

Step 7: Testing Action Types​

Testing ensures actions work correctly in isolation.

Unit Test Example​

import { ValidateSubscriptionChangeRequest } from './validateSubscriptionChangeRequest';
import { SubscriptionChangeRequestWorkflowActions } from '../models/SubscriptionChangeRequestWorkflow';

describe('ValidateSubscriptionChangeRequest', () => {
  it('should validate credit card token', async () => {
    const mockContext = {
      params: { entityId: 123 },
      services: {
        entity: {
          findOne: jest
            .fn()
            .mockResolvedValueOnce({
              subscription_id: 1,
              payment_method: 'Credit card',
              card_token: 'valid_token',
            })
            .mockResolvedValueOnce({
              id: 1,
              item_type: 'Ticket book',
            }),
        },
        workflow: {
          move: jest.fn(),
        },
      },
      next: jest.fn(),
    };

    const action = new ValidateSubscriptionChangeRequest();
    await action.execute(mockContext as any);

    expect(mockContext.next).toHaveBeenCalledWith({
      response_code: 200,
      message: 'Validation successful',
    });
  });

  it('should fail validation for invalid card token', async () => {
    const mockContext = {
      params: { entityId: 123 },
      services: {
        entity: {
          findOne: jest.fn().mockResolvedValueOnce({
            subscription_id: 1,
            payment_method: 'Credit card',
            card_token: 'invalid_token',
          }),
        },
        workflow: {
          move: jest.fn(),
        },
      },
      next: jest.fn(),
    };

    const action = new ValidateSubscriptionChangeRequest();
    await action.execute(mockContext as any);

    expect(mockContext.services.workflow.move).toHaveBeenCalledWith(
      'subscription_change_request',
      123,
      SubscriptionChangeRequestWorkflowActions.ValidationFailed,
      expect.objectContaining({
        outcome_reason: expect.stringContaining('Invalid'),
      })
    );
  });

  it('should handle missing change request', async () => {
    const mockContext = {
      params: { entityId: 999 },
      services: {
        entity: {
          findOne: jest.fn().mockResolvedValueOnce(null),
        },
        workflow: {
          move: jest.fn(),
        },
      },
      next: jest.fn(),
    };

    const action = new ValidateSubscriptionChangeRequest();
    await action.execute(mockContext as any);

    expect(mockContext.services.workflow.move).toHaveBeenCalledWith(
      'subscription_change_request',
      999,
      SubscriptionChangeRequestWorkflowActions.ValidationFailed,
      {
        outcome_reason: 'Change request not found',
      }
    );
  });
});

Integration Test Example​

describe('CreateCustomerTask Integration', () => {
  it('should create task and attach to customer', async () => {
    // Setup test database
    const customer = await testDb.insert('customer', {
      name: 'Test Customer',
      email: 'test@example.com',
    });

    const context = {
      params: {
        customer_id: customer.id,
        task_summary: 'Follow up',
        task_description: 'Call customer about renewal',
        due_date: '2025-01-15',
      },
      services: testServices,
      db: testDb,
      logger: testLogger,
      next: jest.fn(),
    };

    const action = new CreateCustomerTask();
    await action.execute(context as any);

    // Verify task was created
    const task = await testDb.query('task').where({ customer_id: customer.id }).first();

    expect(task).toBeDefined();
    expect(task.summary).toBe('Follow up');
    expect(task.is_completed).toBe(false);

    expect(context.next).toHaveBeenCalledWith({
      response_code: 200,
      message: 'Task created successfully',
    });
  });
});

Step 8: Real Examples from Sample Instance​

Here are more real-world examples from the sample instance:

Example 1: Publish Business Supplier​

Complex validation and rule matching:

export class PublishBusinessSupplier implements S9AutomationActionType {
  description: S9AutomationActionTypeDescription = {
    name: 'Publish business supplier',
    key: 'publish_business_supplier',
    description: 'Publish business supplier rules',
    icon: 'CloudUploadOutlined',
    properties: [
      {
        name: 'businessSupplierId',
        label: 'Business Supplier ID',
        type: S9InputTypes.ValueCodeMirror,
        rules: [{ required: true }],
      },
      {
        name: 'bypassValidation',
        label: 'Bypass Validation',
        type: S9InputTypes.Boolean,
      },
    ],
  };

  private async checkForNonMatchingRules(
    entityService: IEntityService,
    supplierBusinessUnit: BusinessUnitType,
    rules: PublishedRules['rules']
  ): Promise<NonMatchingRule[]> {
    // Complex rule validation logic
    // Generates all possible combinations of order types, payment methods, etc.
    // Checks if each combination matches a rule
    // Returns combinations that don't match any rule
  }

  execute = async ({
    next,
    params,
    services,
  }: S9AutomationContext): Promise<void> => {
    const { businessSupplierId, bypassValidation } = Params.check(params);

    const businessSupplier = await services.entity.findOne(
      'business_supplier',
      BusinessSupplierWithRules,
      {
        $where: { _is_deleted: false, id: businessSupplierId },
        $withRelated: [
          'business_supplier_rules(notDeleted)',
          'business_supplier_rules.business_supplier_code(notDeleted)',
          'business_supplier_rules.sales_channels(notDeleted)',
          'business_supplier_rules.utm_sources(notDeleted)',
        ],
      },
      'withGraphFetched'
    );

    if (!businessSupplier) {
      throw new SystemError(
        `Business supplier #${businessSupplierId} not found!`
      );
    }

    // Check rule coverage
    const nonMatched = await this.checkForNonMatchingRules(
      services.entity,
      businessSupplier.business_unit,
      rules
    );

    if (nonMatched.length === 0 || bypassValidation) {
      // Publish rules
      await services.entity.update('business_supplier', businessSupplier.id, {
        match_result: null,
        published_rules: { rules },
      });
    } else {
      // Move to failed state with errors
      await services.workflow.move(
        'business_supplier',
        businessSupplierId,
        BusinessSupplierWorkflowActions.VerificationFailed,
        { outcome_reason: 'Missing rules!' }
      );

      await services.entity.update('business_supplier', businessSupplier.id, {
        match_result: { errors: nonMatched },
        published_rules: null,
      });
    }

    return next();
  };
}

Example 2: Handle Customer History Event​

Event-driven architecture pattern:

export class HandleCustomerHistoryEvent implements S9AutomationActionType {
  description: S9AutomationActionTypeDescription = {
    name: 'Handle customer history event',
    key: 'handle_customer_history_event',
    description: 'Handle a range of customer history events',
    icon: 'ClockCircleOutlined',
    properties: [],
  };

  async execute({
    next,
    params,
    services: { entity: entityService, queryLibrary },
    db,
  }: S9AutomationContext): Promise<void> {
    try {
      const { event_type, entity_id } = Params.check(params);

      // Find handler for event type
      const handler = handlers.find((h) => h.event_type === event_type);

      if (handler === undefined) {
        throw new Error(`Could not find handler for event type: ${event_type}`);
      }

      const {
        having: checkCriteria,
        insert: buildBody,
        withFetched: fetchData,
        Types: { Fetched: Data },
      } = handler;

      // Fetch related data
      const [data] = rt.Array(Data).check(
        JSON.parse(JSON.stringify(await fetchData(entity_id, entityService)))
      );

      if (!data) {
        return next({ result: 'skipped because of empty data' });
      }

      // Check if criteria met
      if (checkCriteria !== undefined && !checkCriteria(data)) {
        return next({ result: 'skipped because of unmet criteria' });
      }

      // Build and insert event
      const body = { ...buildBody(data), event_type };
      const result = await entityService.insert('customer_history_event', body);

      // Update customer last activity
      const toUpdate = {
        last_activity_dt: body.event_dt,
        last_activity: body.event_type,
      };

      await db.knex('customer').where({ id: body.customer_id }).update(toUpdate);

      // Sync to search index
      await queryLibrary.runByKey('resynccustomers', {
        vars: {
          body: [{ update: { _id: body.customer_id } }, { doc: toUpdate }],
        },
      });

      next({ result });
    } catch (e: unknown) {
      if (e instanceof rt.ValidationError) {
        throw new Error(
          `Failed validation in customer history event: ${
            (params as any).event_type
          } for ${(params as any).entity_id}`
        );
      }
      throw e;
    }
  }
}

Step 9: Registering Action Types​

Action types are registered in src/action-types/index.ts:

// Export all action types
export { CreateCustomerTask } from './createCustomerTask';
export { GetCustomerDashboardData } from './getCustomerDashboardData';
export { ValidateSubscriptionChangeRequest } from './validateSubscriptionChangeRequest';
export { PublishBusinessSupplier } from './publishBusinessSupplier';
export { HandleCustomerHistoryEvent } from './handleCustomerHistoryEvent';
export { SendWelcomeEmail } from './sendWelcomeEmail';
export { SyncCustomerData } from './syncCustomerData';

Stack9 automatically discovers and registers exported action types.

Best Practices​

1. Single Responsibility​

// Good - One clear purpose
export class SendWelcomeEmail implements S9AutomationActionType {
  execute = async ({ params, services, next }) => {
    await services.email.send('welcome', params);
    next();
  };
}

// Bad - Too many responsibilities
export class ProcessCustomerSignup implements S9AutomationActionType {
  execute = async ({ params, services, next }) => {
    await createCustomer();
    await sendWelcomeEmail();
    await syncToSearch();
    await notifySlack();
    await updateAnalytics();
    next();
  };
}

2. Validate All Parameters​

// Good - Strict validation
const Params = rt.Record({
  email: rt.String.withConstraint((s) => s.includes('@')),
  age: rt.Number.withConstraint((n) => n >= 18),
  role: rt.Union(rt.Literal('admin'), rt.Literal('user')),
});

// Bad - No validation
const params: any = context.params;

3. Handle Errors Gracefully​

// Good - Proper error handling
execute = async ({ params, services, next, logger }) => {
  try {
    const result = await services.external.call(params);
    next({ success: true, result });
  } catch (error) {
    logger.error('External call failed', { error, params });
    return next({
      response_code: 500,
      message: 'Operation failed',
      success: false,
    });
  }
};

4. Use Type Safety​

// Good - Full type safety
import { DBCustomer } from '../models/stack9/Customer';

const customer = await services.entity.findOne<DBCustomer>(
  'customer',
  DBCustomer,
  { $where: { id: customerId } }
);

// Bad - No type safety
const customer = await services.entity.findOne(
  'customer',
  {} as any,
  { $where: { id: customerId } }
);

5. Log Important Events​

// Good - Helpful logging
execute = async ({ params, logger, next }) => {
  logger.info('Processing order', { orderId: params.orderId });

  const result = await processOrder(params.orderId);

  logger.info('Order processed successfully', {
    orderId: params.orderId,
    result,
  });

  next({ result });
};

6. Return Structured Responses​

// Good - Consistent structure
return next({
  response_code: 200,
  message: 'Success',
  data: {
    customer_id: 123,
    order_created: true,
  },
});

// Bad - Inconsistent
return next({ ok: true, customer: 123 });

7. Document Complex Logic​

/**
 * Calculate shipping cost based on weight and destination
 *
 * Pricing rules:
 * - Base rate: $5 + $0.50 per kg
 * - International shipping adds 200% surcharge
 * - Express shipping adds $10 flat fee
 */
export class CalculateShippingCost implements S9AutomationActionType {
  execute = async ({ params, next }) => {
    const { weight, destination, express } = Params.check(params);

    const baseRate = 5 + weight * 0.5;
    const internationalSurcharge = destination.international ? baseRate * 2 : 0;
    const expressFee = express ? 10 : 0;

    const total = baseRate + internationalSurcharge + expressFee;

    return next({ shippingCost: total });
  };
}

Troubleshooting​

Action Not Appearing in UI​

Problem: Action type not showing in automation builder

Solutions:

  1. Check action is exported in src/action-types/index.ts
  2. Verify key is unique
  3. Restart dev server
  4. Check for TypeScript compilation errors

Parameters Not Validating​

Problem: Invalid parameters not caught

Solutions:

  1. Verify runtype definition matches expected structure
  2. Call Params.check(params) in execute method
  3. Test with Params.validate(testParams) in unit tests
  4. Check for typos in field names

Database Queries Failing​

Problem: Entity queries return empty or error

Solutions:

  1. Check entity name matches exactly (case-sensitive)
  2. Verify $where clause syntax
  3. Add _is_deleted: false to queries
  4. Use $withRelated for loading relationships
  5. Check database has data

Workflow Not Moving​

Problem: services.workflow.move() doesn't work

Solutions:

  1. Verify entity supports workflows
  2. Check action name matches workflow definition
  3. Ensure entity is in correct workflow step
  4. Check workflow configuration in entity JSON

Next Steps​

You've mastered building custom action types in Stack9! Continue learning:

Summary​

In this guide, you learned how to:

  • Structure action types with proper TypeScript types
  • Define and validate parameters using runtypes
  • Access Stack9 services (database, entity, workflow, connectors)
  • Handle errors gracefully with structured responses
  • Integrate actions with workflows
  • Test action types in isolation
  • Follow best practices for maintainable actions
  • Learn from real production examples

Custom action types are the building blocks of Stack9 automations, enabling you to create powerful, reusable business logic that drives your applications.