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feat(microsoft-excel): add SharePoint drive support for Excel integration #4162

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Merged
waleedlatif1 merged 17 commits into from
Apr 15, 2026
Merged

feat(microsoft-excel): add SharePoint drive support for Excel integration #4162

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9669ca4
feat(microsoft-excel): add SharePoint drive support for Excel integra…
waleedlatif1 Apr 14, 2026
6162253
fix(microsoft-excel): address PR review comments
waleedlatif1 Apr 14, 2026
a3c93ee
fix(microsoft-excel): validate driveId in files route
waleedlatif1 Apr 14, 2026
780fa90
fix(microsoft-excel): unblock OneDrive users and validate driveId in …
waleedlatif1 Apr 14, 2026
f18af3c
fix(microsoft-excel): validate driveId in getItemBasePath utility
waleedlatif1 Apr 14, 2026
65308e4
fix(microsoft-excel): use centralized input validation
waleedlatif1 Apr 14, 2026
2884587
lint
waleedlatif1 Apr 14, 2026
649c3e6
improvement(microsoft-excel): add File Source dropdown to control Sha…
waleedlatif1 Apr 14, 2026
8b1c88c
fix(microsoft-excel): fix canonical param test failures
waleedlatif1 Apr 15, 2026
326114d
fix(microsoft-excel): address PR review feedback for SharePoint drive…
waleedlatif1 Apr 15, 2026
3be18ca
fix(microsoft-excel): use validateMicrosoftGraphId for driveId valida…
waleedlatif1 Apr 15, 2026
12231db
fix(microsoft-excel): use validatePathSegment with strict pattern for…
waleedlatif1 Apr 15, 2026
8148260
lint
waleedlatif1 Apr 15, 2026
16ad6ce
fix(microsoft-excel): reorder driveId before spreadsheetId in v1 block
waleedlatif1 Apr 15, 2026
d1b8778
fix(microsoft-excel): clear manualDriveId when fileSource changes
waleedlatif1 Apr 15, 2026
def6e90
refactor(microsoft-excel): use getItemBasePath in sheets route to rem…
waleedlatif1 Apr 15, 2026
5334c2b
lint
waleedlatif1 Apr 15, 2026
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improvement(microsoft-excel): add File Source dropdown to control Sha… 
…rePoint visibility

Replace always-visible optional SharePoint fields with a File Source
dropdown (OneDrive/SharePoint) that conditionally shows site and drive
selectors. OneDrive users see zero extra fields (default). SharePoint
users switch the dropdown and get the full cascade.
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@waleedlatif1
waleedlatif1 committed Apr 14, 2026
commit 649c3e645a1a796482f5f6ce1122a48d5d6f1784
26 changes: 22 additions & 4 deletions apps/sim/blocks/blocks/microsoft_excel.ts
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Expand Up @@ -394,20 +394,34 @@ export const MicrosoftExcelV2Block: BlockConfig<MicrosoftExcelV2Response> = {
placeholder: 'Enter credential ID',
required: true,
},
// SharePoint Site Selector (basic mode, optional)
// File Source selector (basic mode)
{
id: 'fileSource',
title: 'File Source',
type: 'dropdown',
options: [
{ label: 'OneDrive', id: 'onedrive' },
{ label: 'SharePoint', id: 'sharepoint' },
],
value: () => 'onedrive',
mode: 'basic',
},
// SharePoint Site Selector (basic mode, only when SharePoint is selected)
{
id: 'siteSelector',
title: 'SharePoint Site (Optional)',
title: 'SharePoint Site',
type: 'file-selector',
canonicalParamId: 'siteId',
serviceId: 'sharepoint',
selectorKey: 'sharepoint.sites',
requiredScopes: [],
placeholder: 'Select a SharePoint site (leave empty for OneDrive)',
placeholder: 'Select a SharePoint site',
dependsOn: ['credential'],
condition: { field: 'fileSource', value: 'sharepoint' },
required: { field: 'fileSource', value: 'sharepoint' },
mode: 'basic',
},
// SharePoint Drive Selector (basic mode, only visible when a site is selected)
// SharePoint Drive Selector (basic mode, only when SharePoint is selected)
{
id: 'driveSelector',
title: 'Document Library',
Expand All @@ -418,6 +432,8 @@ export const MicrosoftExcelV2Block: BlockConfig<MicrosoftExcelV2Response> = {
selectorAllowSearch: false,
placeholder: 'Select a document library',
dependsOn: ['credential', 'siteSelector'],
condition: { field: 'fileSource', value: 'sharepoint' },
required: { field: 'fileSource', value: 'sharepoint' },
mode: 'basic',
},
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// Spreadsheet Selector (basic mode)
Expand Down Expand Up @@ -580,6 +596,7 @@ Return ONLY the JSON array - no explanations, no markdown, no extra text.`,
cellRange,
driveId,
siteId: _siteId,
fileSource: _fileSource,
...rest
} = params

Expand Down Expand Up @@ -610,6 +627,7 @@ Return ONLY the JSON array - no explanations, no markdown, no extra text.`,
},
inputs: {
operation: { type: 'string', description: 'Operation to perform' },
fileSource: { type: 'string', description: 'File source (onedrive or sharepoint)' },
oauthCredential: { type: 'string', description: 'Microsoft Excel access token' },
siteId: { type: 'string', description: 'SharePoint site ID (used for drive/file browsing)' },
driveId: { type: 'string', description: 'Drive ID for SharePoint document libraries' },
Expand Down
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