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@luancazarine luancazarine commented Nov 5, 2024

Resolves #14491.

Summary by CodeRabbit

  • New Features

    • Introduced a new action for sending signature requests using specified document templates.
    • Added template management capabilities, including listing and retrieving template details.
  • Bug Fixes

    • Improved handling of authentication data within the application.
  • Documentation

    • Updated package metadata with new versioning and dependency information.

@luancazarine luancazarine added the ai-assisted Content generated by AI, with human refinement and modification label Nov 5, 2024
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coderabbitai bot commented Nov 5, 2024

Walkthrough

A new module has been introduced in the Flexisign application to send signature requests using a specified document template. This module includes an action with properties for template management and integrates utility functions for formatting. The application has been updated to include methods for retrieving templates and sending requests, while the package metadata has been modified to reflect these changes, including an updated version and new dependencies.

Changes

File Path Change Summary
components/flexisign/actions/send-document-using-template/send-document-using-template.mjs New module for sending signature requests using a document template, with action definition and methods for handling requests.
components/flexisign/common/utils.mjs Added utility function snakeCaseToTitleCase for converting snake_case strings to Title Case.
components/flexisign/flexisign.app.mjs Added new property templateId and several methods for template management and API request handling.
components/flexisign/package.json Updated version to 0.1.0, added dependencies for @pipedream/platform, and modified publish config.

Assessment against linked issues

Objective Addressed Explanation
Sends a signature request to the specified recipients for a document generated from a template. (#[14491])
Required props include the 'templateId' and 'recipients' details. (#[14491])
Optional props could contain 'message' to add a personalized message for the recipients. (#[14491]) The implementation does not include an optional 'message' prop.

Possibly related PRs

Suggested labels

action

Suggested reviewers

  • michelle0927

Poem

🐰 In the meadow where templates bloom,
A new way to send, dispelling the gloom.
With a click and a hop, signatures fly,
For documents ready, oh me, oh my!
Flexisign's magic, now at your command,
Sending requests, just as we planned! 🌼


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Actions
 - Send Document Using Template
@luancazarine luancazarine marked this pull request as ready for review November 5, 2024 14:41
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Actionable comments posted: 5

🧹 Outside diff range and nitpick comments (7)
components/flexisign/common/utils.mjs (1)

1-4: Consider handling edge cases for better user experience.

The function could be improved to handle edge cases like empty strings and multiple consecutive underscores.

Here's a more robust implementation:

-export const snakeCaseToTitleCase = (s) =>
-  s.replace(/^_*(.)|_+(.)/g, (s, c, d) => c
-    ? c.toUpperCase()
-    : " " + d.toUpperCase());
+export const snakeCaseToTitleCase = (s) => {
+  if (s == null || typeof s !== 'string') {
+    throw new TypeError('Input must be a string');
+  }
+  if (!s.trim()) {
+    return s;
+  }
+  // Replace multiple underscores with a single underscore first
+  return s.replace(/_+/g, '_')
+    .replace(/^_*(.)|_+(.)/g, (s, c, d) => c
+      ? c.toUpperCase()
+      : " " + d.toUpperCase());
+};
components/flexisign/actions/send-document-using-template/send-document-using-template.mjs (2)

4-9: Enhance the component description with more details.

While the description includes the basic functionality and documentation link, it would be more helpful to include:

  • Required inputs (template ID, recipients)
  • Optional parameters (message)
  • Expected outcome

Consider updating the description to:

-  description: "Sends a signature request to the specified recipients for a document generated from a template. [See the documentation](https://flexisign.io/app/integrations/flexisignapi)",
+  description: "Generates a document from a template and sends it for signature. Requires template ID and recipient details. Optionally includes a custom message with the signature request. [See the documentation](https://flexisign.io/app/integrations/flexisignapi)",

20-52: Improve maintainability of excluded keys.

The excluded keys array should be defined as a constant at the top of the file for better maintainability and reusability.

+const EXCLUDED_TEMPLATE_KEYS = ["templateId", "recipientsCount"];

 export default {
   // ... existing code ...
   async additionalProps() {
     // ... existing code ...
-        if (["templateId", "recipientsCount"].includes(key)) continue;
+        if (EXCLUDED_TEMPLATE_KEYS.includes(key)) continue;
components/flexisign/flexisign.app.mjs (4)

28-28: Simplify the API key header assignment

It's unnecessary to use a template literal when assigning a single variable. You can directly assign this.$auth.api_key to the "api-key" header.

Apply this diff to simplify the code:

         return {
-          "api-key": `${this.$auth.api_key}`,
+          "api-key": this.$auth.api_key,
         };

31-39: Add error handling in _makeRequest() function

Currently, the _makeRequest() function does not handle errors that may occur during the HTTP request. Implementing error handling will improve reliability and ease debugging.

Consider wrapping the Axios call in a try-catch block:

     _makeRequest({
       $ = this, path, ...opts
     }) {
-      return axios($, {
+      try {
+        return axios($, {
           url: this._baseUrl() + path,
           headers: this._headers(),
           ...opts,
-        });
+        });
+      } catch (error) {
+        this.$emit("Error making request", error);
+        throw error;
+      }
     },

12-19: Handle potential errors when retrieving template options

In the options() method for templateId, there should be error handling in case this.listTemplates() fails or returns unexpected data.

Consider adding error handling:

       async options() {
-        const { data: { list } } = await this.listTemplates();
+        let list;
+        try {
+          const { data } = await this.listTemplates();
+          list = data.list || [];
+        } catch (error) {
+          this.$emit("Error fetching templates", error);
+          list = [];
+        }
         return list.map(({
           _id: value, name: label,
         }) => ({
           label,
           value,
         }));
       },

35-35: Use URL concatenation carefully to avoid errors

Concatenating URLs using + might lead to errors if there are missing or extra slashes. Consider using a template literal or URL constructor to construct request URLs safely.

Apply this diff:

-        url: this._baseUrl() + path,
+        url: `${this._baseUrl()}${path}`,

Ensure that this._baseUrl() returns a string that ends with a slash or that path begins with one to prevent URL misformation.

📜 Review details

Configuration used: CodeRabbit UI
Review profile: CHILL

📥 Commits

Reviewing files that changed from the base of the PR and between 129369a and c33c6b0.

⛔ Files ignored due to path filters (1)
  • pnpm-lock.yaml is excluded by !**/pnpm-lock.yaml
📒 Files selected for processing (4)
  • components/flexisign/actions/send-document-using-template/send-document-using-template.mjs (1 hunks)
  • components/flexisign/common/utils.mjs (1 hunks)
  • components/flexisign/flexisign.app.mjs (1 hunks)
  • components/flexisign/package.json (2 hunks)
🔇 Additional comments (4)
components/flexisign/common/utils.mjs (1)

1-4: LGTM! The regex implementation is correct.

The regular expression effectively handles the conversion from snake_case to Title Case, including cases with leading underscores.

components/flexisign/package.json (2)

3-3: LGTM! Version bump follows semver.

The version increment from 0.0.1 to 0.1.0 correctly reflects the addition of new features for the Flexisign integration.


15-17: Verify @pipedream/platform compatibility.

The dependency on @pipedream/platform is correctly specified. However, let's verify that version 3.0.3 includes all required features for the Flexisign integration.

✅ Verification successful

Based on the comprehensive scan of @pipedream/platform versions across components, I can generate the final response:

@pipedream/platform version 3.0.3 is compatible and follows the current versioning pattern

The version 3.0.3 of @pipedream/platform specified in the Flexisign component's package.json is consistent with other recently updated components. Several other components are also using version 3.x.x, including:

  • liveswitch (3.0.3)
  • rapid_url_indexer (3.0.3)
  • tess_ai_by_pareto (3.0.3)
  • wrike (3.0.3)
  • zenventory (3.0.3)

This indicates that version 3.0.3 is a stable and current version of the platform package.

🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Description: Check if other similar integrations use the same platform version
# to ensure consistency across the codebase

# Search for platform dependency versions in other components
echo "Checking @pipedream/platform versions across components:"
fd package.json components/ --exec grep -l "@pipedream/platform" {} \; | \
  xargs grep -l "\"@pipedream/platform\":" | \
  xargs grep "\"@pipedream/platform\":"

Length of output: 92767

components/flexisign/actions/send-document-using-template/send-document-using-template.mjs (1)

1-2: LGTM! Imports are properly structured.

The imports correctly reference the necessary dependencies using relative paths and ES module syntax.

Comment on lines +10 to +19
props: {
flexisign,
templateId: {
propDefinition: [
flexisign,
"templateId",
],
reloadProps: true,
},
},
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⚠️ Potential issue

Add required recipients property to props.

According to the PR objectives, the component should allow specifying recipients for the signature request. However, the recipients property is missing from the props definition.

Add the recipients property to props:

  props: {
    flexisign,
    templateId: {
      propDefinition: [
        flexisign,
        "templateId",
      ],
      reloadProps: true,
    },
+   recipients: {
+     type: "string[]",
+     label: "Recipients",
+     description: "Email addresses of the recipients who need to sign the document",
+     required: true,
+   },
  },
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
props: {
flexisign,
templateId: {
propDefinition: [
flexisign,
"templateId",
],
reloadProps: true,
},
},
props: {
flexisign,
templateId: {
propDefinition: [
flexisign,
"templateId",
],
reloadProps: true,
},
recipients: {
type: "string[]",
label: "Recipients",
description: "Email addresses of the recipients who need to sign the document",
required: true,
},
},

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@GTFalcao GTFalcao Nov 5, 2024

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This makes sense given the component description mentions 'specified recipients'. Is the recipient prop being mounted in additionalProps? If not, the description should be updated

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@GTFalcao, thank you for pointing this out. The recipients prop is being added in the additionalProps method based on the selected templateId. The additionalProps function dynamically generates props from the template's bodyStructure, which includes recipients. Given this, we should update the component's description to clarify that the recipients are specified dynamically based on the template's structure.

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LGTM! Just left one comment (on coderabbit's comment) to check a description.

Comment on lines +10 to +19
props: {
flexisign,
templateId: {
propDefinition: [
flexisign,
"templateId",
],
reloadProps: true,
},
},
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@GTFalcao GTFalcao Nov 5, 2024

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This makes sense given the component description mentions 'specified recipients'. Is the recipient prop being mounted in additionalProps? If not, the description should be updated

@luancazarine
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LGTM! Just left one comment (on coderabbit's comment) to check a description.

Hi @GTFalcao, The template has its own number of recipients and specific props for each one, so yes they are created in the additional props

@luancazarine luancazarine requested a review from GTFalcao November 6, 2024 14:35
@luancazarine
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/approve

@luancazarine luancazarine merged commit b694d1c into master Nov 6, 2024
12 checks passed
@luancazarine luancazarine deleted the issue-14491 branch November 6, 2024 18:57
lcaresia pushed a commit that referenced this pull request Dec 3, 2024
* flexisign init

* [Components] flexisign #14491
Actions
 - Send Document Using Template

* pnpm update
This was referenced Dec 12, 2024
This was referenced Dec 19, 2024
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