Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

New Components - copper #14294

Merged
merged 4 commits into from
Oct 15, 2024
Merged

New Components - copper #14294

merged 4 commits into from
Oct 15, 2024

Conversation

michelle0927
Copy link
Collaborator

@michelle0927 michelle0927 commented Oct 14, 2024

Resolves #13210

Summary by CodeRabbit

  • New Features

    • Introduced actions for associating projects, creating/updating persons, and creating/updating projects within the CRM.
    • Added functionality to retrieve existing CRM objects.
    • Implemented event emission for new leads, opportunities, and persons.
  • Chores

    • Created a new package for the Copper integration with metadata and dependencies.
    • Expanded property definitions for enhanced webhook and project management.

Copy link

vercel bot commented Oct 14, 2024

The latest updates on your projects. Learn more about Vercel for Git ↗︎

3 Skipped Deployments
Name Status Preview Comments Updated (UTC)
docs-v2 ⬜️ Ignored (Inspect) Visit Preview Oct 14, 2024 6:53pm
pipedream-docs ⬜️ Ignored (Inspect) Oct 14, 2024 6:53pm
pipedream-docs-redirect-do-not-edit ⬜️ Ignored (Inspect) Oct 14, 2024 6:53pm

Copy link
Contributor

coderabbitai bot commented Oct 14, 2024

Walkthrough

The pull request introduces several new modules and actions within the Copper components, enhancing functionality for managing CRM objects. Key additions include actions for associating projects with CRM objects, creating or updating persons and projects, and retrieving existing CRM objects. New event sources for newly created leads, opportunities, and persons are also implemented, along with a package.json file for the Copper package. Additionally, private methods for managing webhooks and properties have been added to the main app file.

Changes

File Path Change Summary
components/copper/actions/associate-to-project/... New action for associating projects with CRM objects, including properties and a run method.
components/copper/actions/create-update-person/... New action for creating or updating a person based on email.
components/copper/actions/create-update-project/... New action for creating or updating a project.
components/copper/actions/get-object/get-object.mjs New action for retrieving existing CRM objects with defined properties.
components/copper/copper.app.mjs Expanded propDefinitions and added private methods for webhooks and project management.
components/copper/package.json New package.json file for Copper package, defining metadata and dependencies.
components/copper/sources/common/base.mjs New module for managing webhooks with various methods for activation and event handling.
components/copper/sources/new-lead-instant/... New module for emitting events related to new leads, including event properties.
components/copper/sources/new-opportunity-instant/... New module for emitting events related to new opportunities, including event properties.
components/copper/sources/new-person-instant/... New module for emitting events related to new persons, including event properties.

Assessment against linked issues

Objective Addressed Explanation
Emit a new event when a Person object is created (Issue #13210)
Emit a new event when a Lead object is created (Issue #13210)
Emit a new event when an Opportunity object is created (Issue #13210)
Create or update a person based on matching criteria (Issue #13210)
Create or update a project based on matching criteria (Issue #13210)
Relate an existing project with a CRM object (Issue #13210)

Possibly related PRs

Suggested labels

ai-assisted

🐰 "In the Copper fields we hop,
New actions bloom, we can't stop!
Projects and people, all in line,
Events now dance, oh how they shine!
With each new lead and chance to grow,
Our CRM magic steals the show!" 🐇✨


📜 Recent review details

Configuration used: CodeRabbit UI
Review profile: CHILL

📥 Commits

Files that changed from the base of the PR and between fbd989f and 0d26a9f.

📒 Files selected for processing (1)
  • components/copper/actions/create-update-person/create-update-person.mjs (1 hunks)
🚧 Files skipped from review as they are similar to previous changes (1)
  • components/copper/actions/create-update-person/create-update-person.mjs

Thank you for using CodeRabbit. We offer it for free to the OSS community and would appreciate your support in helping us grow. If you find it useful, would you consider giving us a shout-out on your favorite social media?

❤️ Share
🪧 Tips

Chat

There are 3 ways to chat with CodeRabbit:

  • Review comments: Directly reply to a review comment made by CodeRabbit. Example:
    • I pushed a fix in commit <commit_id>, please review it.
    • Generate unit testing code for this file.
    • Open a follow-up GitHub issue for this discussion.
  • Files and specific lines of code (under the "Files changed" tab): Tag @coderabbitai in a new review comment at the desired location with your query. Examples:
    • @coderabbitai generate unit testing code for this file.
    • @coderabbitai modularize this function.
  • PR comments: Tag @coderabbitai in a new PR comment to ask questions about the PR branch. For the best results, please provide a very specific query, as very limited context is provided in this mode. Examples:
    • @coderabbitai gather interesting stats about this repository and render them as a table. Additionally, render a pie chart showing the language distribution in the codebase.
    • @coderabbitai read src/utils.ts and generate unit testing code.
    • @coderabbitai read the files in the src/scheduler package and generate a class diagram using mermaid and a README in the markdown format.
    • @coderabbitai help me debug CodeRabbit configuration file.

Note: Be mindful of the bot's finite context window. It's strongly recommended to break down tasks such as reading entire modules into smaller chunks. For a focused discussion, use review comments to chat about specific files and their changes, instead of using the PR comments.

CodeRabbit Commands (Invoked using PR comments)

  • @coderabbitai pause to pause the reviews on a PR.
  • @coderabbitai resume to resume the paused reviews.
  • @coderabbitai review to trigger an incremental review. This is useful when automatic reviews are disabled for the repository.
  • @coderabbitai full review to do a full review from scratch and review all the files again.
  • @coderabbitai summary to regenerate the summary of the PR.
  • @coderabbitai resolve resolve all the CodeRabbit review comments.
  • @coderabbitai configuration to show the current CodeRabbit configuration for the repository.
  • @coderabbitai help to get help.

Other keywords and placeholders

  • Add @coderabbitai ignore anywhere in the PR description to prevent this PR from being reviewed.
  • Add @coderabbitai summary to generate the high-level summary at a specific location in the PR description.
  • Add @coderabbitai anywhere in the PR title to generate the title automatically.

CodeRabbit Configuration File (.coderabbit.yaml)

  • You can programmatically configure CodeRabbit by adding a .coderabbit.yaml file to the root of your repository.
  • Please see the configuration documentation for more information.
  • If your editor has YAML language server enabled, you can add the path at the top of this file to enable auto-completion and validation: # yaml-language-server: $schema=https://coderabbit.ai/integrations/schema.v2.json

Documentation and Community

  • Visit our Documentation for detailed information on how to use CodeRabbit.
  • Join our Discord Community to get help, request features, and share feedback.
  • Follow us on X/Twitter for updates and announcements.

Copy link
Contributor

@coderabbitai coderabbitai bot left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Actionable comments posted: 15

🧹 Outside diff range and nitpick comments (15)
components/copper/sources/new-person-instant/test-event.mjs (1)

1-10: LGTM! The test event structure looks correct.

The exported object correctly represents a test event for a new person in Copper CRM. It includes all the necessary fields expected in a webhook event: subscription_id, event, type, ids, updated_attributes, and timestamp. This aligns well with the PR objective of creating a "new-person-instant" source.

To improve readability and maintainability, consider using constants for the static values and a more realistic timestamp. Here's a suggested refactor:

const SUBSCRIPTION_ID = 395034;
const PERSON_ID = 167487595;

export default {
  subscription_id: SUBSCRIPTION_ID,
  event: "new",
  type: "person",
  ids: [PERSON_ID],
  updated_attributes: {},
  timestamp: new Date().toISOString(),
};

This approach makes it easier to update the test values in the future and ensures a fresh timestamp for each test run.

components/copper/sources/new-opportunity-instant/test-event.mjs (1)

1-10: Consider parameterizing test event data

The test event object looks well-structured and aligns with the expected format for a new opportunity event. However, there are a couple of suggestions to improve its flexibility and accuracy:

  1. The hardcoded values, especially the subscription_id and ids, might limit the test coverage. Consider parameterizing these values or providing a function that generates random values for more comprehensive testing.

  2. The timestamp is set to a future date (2024). While this doesn't affect functionality, it might cause confusion during testing. Consider using a more current date or a dynamic date generation method.

Here's a suggested refactor to address these points:

export default function generateTestEvent(subscriptionId = 395050, opportunityId = 32978697) {
  return {
    "subscription_id": subscriptionId,
    "event": "new",
    "type": "opportunity",
    "ids": [opportunityId],
    "updated_attributes": {},
    "timestamp": new Date().toISOString()
  };
}

This approach allows for more flexible testing while maintaining the original structure.

components/copper/sources/new-lead-instant/new-lead-instant.mjs (2)

6-11: LGTM: Component metadata is well-defined.

The metadata accurately describes the component's purpose and behavior. The use of "unique" for deduplication is appropriate for ensuring each new lead event is processed only once.

Consider slightly modifying the description for clarity:

- "Emit new event when a new lead is created in Copper"
+ "Emit a new event when a new lead is created in Copper"

12-20: LGTM: Custom methods are concise and purposeful.

The getObjectType() and getSummary(item) methods are well-implemented and serve their intended purposes.

For improved robustness, consider adding a check in the getSummary() method to ensure the item.ids array exists and has at least one element:

 getSummary(item) {
-  return `New lead created with ID ${item.ids[0]}`;
+  return `New lead created with ID ${item.ids?.[0] ?? 'unknown'}`;
 },

This change will prevent potential errors if the ids array is empty or undefined.

components/copper/sources/new-person-instant/new-person-instant.mjs (1)

4-11: LGTM: Metadata is well-defined and aligns with PR objectives.

The component's metadata is correctly implemented and matches the requirements for the new person instant trigger. The unique deduplication strategy is appropriate for this use case.

Consider slightly modifying the description for improved clarity:

-  description: "Emit new event when a person object is newly created in Copper",
+  description: "Emit new event when a person object is created in Copper",

This removes the redundant use of "new/newly" and makes the description more concise.

components/copper/sources/new-opportunity-instant/new-opportunity-instant.mjs (2)

4-11: LGTM: Well-structured component definition with a minor suggestion.

The exported object is well-structured and includes all necessary properties for a Pipedream component. The use of spreading from common is a good practice for maintaining consistency across components.

Consider adding a props property to define any configurable options for this source, even if it's an empty object for now. This can make future extensions easier.

 export default {
   ...common,
   key: "copper-new-opportunity-instant",
   name: "New Opportunity (Instant)",
   description: "Emit new event when a new opportunity is created in Copper",
   version: "0.0.1",
   type: "source",
   dedupe: "unique",
+  props: {},
   // ... rest of the object
 };

12-20: LGTM: Well-implemented methods with a suggestion for improvement.

The methods object is well-structured, extending common methods and implementing specific ones for this component. The getObjectType method is straightforward and correct.

For the getSummary method, consider including more details about the opportunity if available. This could provide more context in the event summary. For example:

 getSummary(item) {
-  return `New opportunity created with ID ${item.ids[0]}`;
+  return `New opportunity "${item.name}" created with ID ${item.ids[0]}`;
 }

This assumes that the item object has a name property. If it doesn't, please disregard this suggestion.

components/copper/actions/get-object/get-object.mjs (3)

3-8: LGTM: Metadata is well-defined.

The metadata for the action is complete and follows a standard structure. The description provides a clear explanation and includes a link to the documentation.

Consider expanding the description to include more details about what types of objects can be retrieved and any limitations or important notes about using this action.


27-35: LGTM: Run method is well-implemented, but consider adding error handling.

The run method is correctly implemented:

  • It uses async/await syntax properly.
  • It calls copper.getObject with the correct parameters.
  • It exports a summary message and returns the response.

Consider adding error handling to provide more informative error messages and to ensure the action fails gracefully if the API call encounters an issue. Here's a suggested implementation:

async run({ $ }) {
  try {
    const response = await this.copper.getObject({
      objectType: this.objectType,
      objectId: this.objectId,
      $,
    });
    $.export("$summary", `Successfully retrieved CRM object with ID ${this.objectId}`);
    return response;
  } catch (error) {
    $.export("$summary", `Failed to retrieve CRM object with ID ${this.objectId}`);
    throw error;
  }
}

1-36: Overall implementation looks good and aligns with PR objectives.

This new "Get Object" action for the Copper CRM is well-implemented and aligns with the PR objectives of creating new components for the Copper platform. While not explicitly mentioned in the initial objectives, this action complements the other CRUD operations by providing a way to retrieve existing objects, which is a valuable addition to the Copper integration.

The implementation follows Pipedream's best practices for action structure and includes all necessary components: metadata, props definition, and the run method. The code is clean, well-organized, and uses the Copper app's propDefinitions appropriately.

As you continue to develop the Copper integration, consider the following:

  1. Ensure consistent error handling across all actions.
  2. If not already implemented, consider adding input validation for the objectType and objectId props to prevent potential issues with invalid inputs.
  3. As the integration grows, look for opportunities to create shared utility functions for common operations across different actions.
components/copper/actions/create-update-person/create-update-person.mjs (1)

10-59: Clarify the description for the 'name' prop.

The description for the 'name' prop states it's required for creating a new person, but the prop is marked as optional. Consider updating the description to clarify when it's required and when it's optional.

components/copper/sources/common/base.mjs (2)

31-35: Ensure consistent storage keys in database methods

The _getHookId and _setHookId methods use the key "hookId" directly. If the storage key needs to change in the future, it would require updates in multiple places.

Consider defining a constant for the storage key to promote consistency and ease future maintenance:

+const HOOK_ID_KEY = "hookId";

 methods: {
   _getHookId() {
-    return this.db.get("hookId");
+    return this.db.get(HOOK_ID_KEY);
   },
   _setHookId(hookId) {
-    this.db.set("hookId", hookId);
+    this.db.set(HOOK_ID_KEY, hookId);
   },

3-58: Consider adding JSDoc comments for better maintainability

Adding JSDoc comments to your methods and properties will improve code readability and maintainability by providing clear documentation for each part of your code.

Example:

export default {
  /**
   * Props for the Copper component
   */
  props: {
    // ...
  },
  /**
   * Lifecycle hooks for the component
   */
  hooks: {
    // ...
  },
  /**
   * Methods used by the component
   */
  methods: {
    /**
     * Retrieves the stored webhook ID from the database
     * @returns {string} The webhook ID
     */
    _getHookId() {
      // ...
    },
    // ...
  },
  /**
   * Runs when an event is received
   * @param {object} event - The event object
   */
  async run(event) {
    // ...
  },
};
components/copper/actions/associate-to-project/associate-to-project.mjs (1)

50-50: Include objectType in the summary message for better feedback

Enhancing the success message by specifying the objectType provides clearer feedback to the user about which CRM object was associated.

Apply this modification:

-$.export("$summary", `Successfully associated Project ID ${this.projectId} with CRM ID ${this.objectId}`);
+$.export("$summary", `Successfully associated Project ID ${this.projectId} with ${this.objectType} ID ${this.objectId}`);
components/copper/copper.app.mjs (1)

52-80: Remove unnecessary async keyword in objectType propDefinition

The options function for the objectType prop does not use await, so the async keyword is unnecessary.

Apply this diff to simplify the code:

-async options() {
+options() {
   return [
     {
       label: "Lead",
       value: "leads",
     },
     // ... rest of the options
   ];
 },
📜 Review details

Configuration used: CodeRabbit UI
Review profile: CHILL

📥 Commits

Files that changed from the base of the PR and between fb808e1 and fbd989f.

⛔ Files ignored due to path filters (1)
  • pnpm-lock.yaml is excluded by !**/pnpm-lock.yaml
📒 Files selected for processing (13)
  • components/copper/actions/associate-to-project/associate-to-project.mjs (1 hunks)
  • components/copper/actions/create-update-person/create-update-person.mjs (1 hunks)
  • components/copper/actions/create-update-project/create-update-project.mjs (1 hunks)
  • components/copper/actions/get-object/get-object.mjs (1 hunks)
  • components/copper/copper.app.mjs (1 hunks)
  • components/copper/package.json (1 hunks)
  • components/copper/sources/common/base.mjs (1 hunks)
  • components/copper/sources/new-lead-instant/new-lead-instant.mjs (1 hunks)
  • components/copper/sources/new-lead-instant/test-event.mjs (1 hunks)
  • components/copper/sources/new-opportunity-instant/new-opportunity-instant.mjs (1 hunks)
  • components/copper/sources/new-opportunity-instant/test-event.mjs (1 hunks)
  • components/copper/sources/new-person-instant/new-person-instant.mjs (1 hunks)
  • components/copper/sources/new-person-instant/test-event.mjs (1 hunks)
✅ Files skipped from review due to trivial changes (2)
  • components/copper/package.json
  • components/copper/sources/new-lead-instant/test-event.mjs
🧰 Additional context used
🔇 Additional comments (19)
components/copper/sources/new-opportunity-instant/test-event.mjs (1)

1-10: Test event structure aligns well with PR objectives

The structure of this test event object accurately represents a new opportunity event, which aligns perfectly with the "new-opportunity-instant" source mentioned in the PR objectives. This file serves as a valuable reference for developers working with the Copper integration, clearly illustrating the expected event format.

The hardcoded values, including the future timestamp, may be intentional for creating consistent, reproducible test scenarios. However, consider adding a comment explaining the reasoning behind the future date to prevent confusion for other developers.

Suggested addition:

export default {
  // ... existing code ...
  "timestamp": "2024-10-14T16:22:15.070Z" // Future date used for testing purposes
}
components/copper/sources/new-lead-instant/new-lead-instant.mjs (3)

1-5: LGTM: Imports and object structure are well-organized.

The imports from the common base and test event modules are appropriate for this source component. The use of the spread operator to include common properties promotes code reuse and maintainability.


21-21: LGTM: Sample emit inclusion is beneficial.

The inclusion of sampleEmit is a good practice for testing and documentation purposes. It allows for easy simulation of the component's behavior without needing to interact with the actual Copper API.


1-22: Overall, excellent implementation of the New Lead (Instant) source component.

This implementation aligns perfectly with the PR objective of creating a "new-lead-instant" polling source. The code is well-structured, follows Pipedream's component patterns, and provides all necessary functionality for emitting new lead events from Copper.

The use of common base methods, clear metadata, and custom methods for object type and summary generation demonstrates a thoughtful and maintainable approach. The inclusion of a sample emit further enhances the component's testability and documentation.

Great job on this implementation!

components/copper/sources/new-person-instant/new-person-instant.mjs (2)

1-2: LGTM: Imports are appropriate and consistent.

The imports for the common base and sample emit are correctly implemented and align with the component's purpose.


1-22: Overall assessment: Well-implemented component with minor suggestions for improvement.

This new person instant trigger for Copper CRM is well-structured and aligns with the PR objectives. The component extends the common base, includes appropriate metadata, and implements the necessary methods for its functionality.

Key strengths:

  1. Proper use of common base and sample emit for code reusability.
  2. Clear and concise implementation of required methods.
  3. Appropriate deduplication strategy.

Consider implementing the suggested minor improvements:

  1. Slight modification to the description for clarity.
  2. Addition of basic error handling in the getSummary method.

These changes will enhance the robustness and clarity of the component without altering its core functionality.

components/copper/sources/new-opportunity-instant/new-opportunity-instant.mjs (3)

1-2: LGTM: Imports are appropriate and well-structured.

The import statements are concise and import the necessary modules from relative paths, which is suitable for internal module organization.


21-21: LGTM: Proper inclusion of sample emit functionality.

The assignment of the imported sampleEmit to the sampleEmit property is correct and follows best practices for Pipedream components. This separation of concerns keeps the main component file clean while allowing for comprehensive testing and sample data generation.


1-22: Overall, well-implemented new opportunity source for Copper.

This new file implements a source for new opportunities in Copper, following Pipedream's component structure and best practices. It extends common functionality, implements specific methods for opportunity handling, and includes sample emit functionality. The code is clean, modular, and easy to understand.

A few minor suggestions were made to enhance the component's flexibility and informativeness, but these are not critical issues. Great job on this implementation!

components/copper/actions/get-object/get-object.mjs (2)

1-1: LGTM: Import statement is correct.

The import statement for the copper module is properly defined and uses the correct relative path.


9-26: LGTM: Props are well-defined and use appropriate propDefinitions.

The props for this action are correctly defined:

  • copper prop is properly included.
  • objectType and objectId use propDefinitions from the copper app.
  • The objectId prop uses a function to ensure it's associated with the selected objectType, which is a good practice for maintaining consistency.
components/copper/actions/create-update-person/create-update-person.mjs (3)

1-9: LGTM: Imports and action definition are well-structured.

The imports are appropriate, and the action definition follows the expected structure. Good job including the API documentation link in the description.


90-119: LGTM: Person search and creation/update logic is well-implemented.

The logic for handling existing vs. new persons is sound, and the error handling for creating a new person without a name is appropriate. Good use of optional chaining in the person length check.


121-126: LGTM: Summary export and response handling are well-implemented.

The summary message clearly indicates whether a person was created or updated, and returning the API response is a good practice for action modules.

components/copper/sources/common/base.mjs (2)

1-58: Align code with the project's coding guidelines

Ensure that the code adheres to the project's coding guidelines regarding indentation, naming conventions, and code structure.

Run the linter or formatter to check for any issues:

#!/bin/bash
# Description: Run ESLint to check for coding standard violations.

eslint components/copper/sources/common/base.mjs

46-51: ⚠️ Potential issue

Implement getObjectType and getSummary methods

The methods getObjectType and getSummary currently throw errors indicating they are not implemented. This will cause any subclass that doesn't override these methods to fail at runtime.

Ensure that subclasses implement these methods or provide default implementations if appropriate. If these methods are meant to be abstract, consider using documentation or code comments to indicate that.

Check the subclasses to confirm that getObjectType and getSummary are properly implemented.

components/copper/actions/associate-to-project/associate-to-project.mjs (1)

39-49: Code implementation is correct and follows best practices

The run method correctly calls the relateProjectToCrmObject function with the appropriate parameters. The API call is well-structured, and the action should perform as expected.

components/copper/actions/create-update-project/create-update-project.mjs (2)

57-63: ⚠️ Potential issue

Verify if 'listObjects' supports filtering by 'name'

Please ensure that the listObjects method supports filtering projects by name using the data parameter. If it doesn't, you may need to use a different method or adjust the API call to correctly search for the project.


16-21: ⚠️ Potential issue

Include the 'details' property in the data object

The 'details' prop is defined but not included in the 'data' object sent to the API. To ensure the project description is properly set when creating or updating a project, include 'details' in the 'data' object.

Apply this diff to include the 'details' property:

 const data = {
   name: this.name,
+  details: this.details,
   assignee_id: this.assigneeId,
   status: this.status,
   tags: this.tags,
 };

Likely invalid or redundant comment.

Copy link
Collaborator

@jcortes jcortes left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Hi @michelle0927 lgtm! Ready for QA!

@michelle0927 michelle0927 merged commit 14956af into master Oct 15, 2024
12 checks passed
@michelle0927 michelle0927 deleted the issue-13210 branch October 15, 2024 14:24
This was referenced Oct 16, 2024
This was referenced Oct 30, 2024
@coderabbitai coderabbitai bot mentioned this pull request Dec 3, 2024
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
None yet
Development

Successfully merging this pull request may close these issues.

[Components] copper
2 participants