RiskAdvisor - New Components

components/riskadvisor/actions/create-client/create-client.mjs

@@ -0,0 +1,102 @@
+import riskadvisor from "../../riskadvisor.app.mjs";
+
+export default {
+  key: "riskadvisor-create-client",
+  name: "Create Client",
+  description: "Create a new client in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#create-a-client)",
+  version: "0.0.1",
+  type: "action",
+  props: {
+    riskadvisor,
+    firstName: {
+      propDefinition: [
+        riskadvisor,
+        "firstName",
+      ],
+    },
+    lastName: {
+      propDefinition: [
+        riskadvisor,
+        "lastName",
+      ],
+    },
+    phoneNumber: {
+      propDefinition: [
+        riskadvisor,
+        "phoneNumber",
+      ],
+    },
+    email: {
+      propDefinition: [
+        riskadvisor,
+        "email",
+      ],
+    },
+    middleName: {
+      propDefinition: [
+        riskadvisor,
+        "middleName",
+      ],
+    },
+    suffix: {
+      propDefinition: [
+        riskadvisor,
+        "suffix",
+      ],
+    },
+    dateOfBirth: {
+      propDefinition: [
+        riskadvisor,
+        "dateOfBirth",
+      ],
+    },
+    contactPreference: {
+      propDefinition: [
+        riskadvisor,
+        "contactPreference",
+      ],
+    },
+    gender: {
+      propDefinition: [
+        riskadvisor,
+        "gender",
+      ],
+    },
+    education: {
+      propDefinition: [
+        riskadvisor,
+        "education",
+      ],
+    },
+    occupation: {
+      propDefinition: [
+        riskadvisor,
+        "occupation",
+      ],
+    },
+  },
+  async run({ $ }) {
+    const response = await this.riskadvisor.createClient({
+      data: {
+        first_name: this.firstName,
+        last_name: this.lastName,
+        phone_number: this.phoneNumber,
+        email: this.email,
+        middle_name: this.middleName,
+        suffix: this.suffix,
+        date_of_birth: this.dateOfBirth,
+        contact_preference: this.contactPreference,
+        gender: this.gender,
+        education: this.education,
+        occupation: this.occupation,
+      },
+      $,
+    });
+
+    if (response?.id) {
+      $.export("$summary", `Successfully created client with ID ${response.id}.`);
+    }
+
+    return response;
+  },
+};

components/riskadvisor/actions/create-risk-profile/create-risk-profile.mjs

@@ -0,0 +1,51 @@
+import riskadvisor from "../../riskadvisor.app.mjs";
+import constants from "../../common/constants.mjs";
+
+export default {
+  key: "riskadvisor-create-risk-profile",
+  name: "Create Risk Profile",
+  description: "Creates a risk profile in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/risk-profiles#create-a-risk-profile)",
+  version: "0.0.1",
+  type: "action",
+  props: {
+    riskadvisor,
+    insuranceType: {
+      type: "string",
+      label: "Insurance Type",
+      description: "The type of insurance",
+      options: constants.INSURANCE_TYPES,
+    },
+    clientId: {
+      propDefinition: [
+        riskadvisor,
+        "clientId",
+      ],
+      description: "Unique identifier for the client in the risk profile.",
+    },
+    coClientId: {
+      propDefinition: [
+        riskadvisor,
+        "clientId",
+      ],
+      label: "Co-Client",
+      description: "Unique identifier for the other client in the risk profile.",
+      optional: true,
+    },
+  },
+  async run({ $ }) {
+    const response = await this.riskadvisor.createRiskProfile({
+      data: {
+        insurance_type: this.insuranceType,
+        client_id: this.clientId,
+        co_client_id: this.coClientId,
+      },
+      $,
+    });
+
+    if (response?.id) {
+      $.export("$summary", `Successfully created risk profile with ID ${response.id}.`);
+    }
+
+    return response;
+  },
+};

components/riskadvisor/actions/update-client/update-client.mjs

@@ -0,0 +1,131 @@
+import riskadvisor from "../../riskadvisor.app.mjs";
+import lodash from "lodash";
+
+export default {
+  key: "riskadvisor-update-client",
+  name: "Update Client",
+  description: "Updates an existing in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#update-a-client)",
+  version: "0.0.1",
+  type: "action",
+  props: {
+    riskadvisor,
+    clientId: {
+      propDefinition: [
+        riskadvisor,
+        "clientId",
+      ],
+    },
+    firstName: {
+      propDefinition: [
+        riskadvisor,
+        "firstName",
+      ],
+      optional: true,
+    },
+    lastName: {
+      propDefinition: [
+        riskadvisor,
+        "lastName",
+      ],
+      optional: true,
+    },
+    phoneNumber: {
+      propDefinition: [
+        riskadvisor,
+        "phoneNumber",
+      ],
+      optional: true,
+    },
+    email: {
+      propDefinition: [
+        riskadvisor,
+        "email",
+      ],
+      optional: true,
+    },
+    middleName: {
+      propDefinition: [
+        riskadvisor,
+        "middleName",
+      ],
+    },
+    suffix: {
+      propDefinition: [
+        riskadvisor,
+        "suffix",
+      ],
+    },
+    dateOfBirth: {
+      propDefinition: [
+        riskadvisor,
+        "dateOfBirth",
+      ],
+    },
+    contactPreference: {
+      propDefinition: [
+        riskadvisor,
+        "contactPreference",
+      ],
+    },
+    gender: {
+      propDefinition: [
+        riskadvisor,
+        "gender",
+      ],
+    },
+    education: {
+      propDefinition: [
+        riskadvisor,
+        "education",
+      ],
+    },
+    occupation: {
+      propDefinition: [
+        riskadvisor,
+        "occupation",
+      ],
+    },
+  },
+  methods: {
+    // getClient endpoint "/api/clients/:id" not yet implemented in the RiskAdvisor API
+    // todo: update to use getClient endpoint when implemented
+    async getClient(clientId) {
+      const clients = this.riskadvisor.paginate({
+        resourceFn: this.riskadvisor.listClients,
+      });
+
+      for await (const client of clients) {
+        if (client.id === clientId) {
+          return client;
+        }
+      }
+    },
+  },
+  async run({ $ }) {
+    const client = await this.getClient(this.clientId);
+
+    const response = await this.riskadvisor.updateClient({
+      clientId: this.clientId,
+      data: lodash.pickBy({
+        first_name: this.firstName || client.first_name,
+        last_name: this.lastName || client.last_name,
+        phone_number: this.phoneNumber || client.phone_number,
+        email: this.email || client.email,
+        middle_name: this.middleName,
+        suffix: this.suffix,
+        date_of_birth: this.dateOfBirth,
+        contact_preference: this.contactPreference,
+        gender: this.gender,
+        education: this.education,
+        occupation: this.occupation,
+      }),
+      $,
+    });
+
+    if (response?.id) {
+      $.export("$summary", `Successfully updated client with ID ${response.id}.`);
+    }
+
+    return response;
+  },
+};

components/riskadvisor/common/constants.mjs

@@ -0,0 +1,13 @@
+const DEFAULT_LIMIT = 25;
+
+const INSURANCE_TYPES = [
+  "home",
+  "auto",
+  "umbrella",
+  "home_auto",
+];
+
+export default {
+  DEFAULT_LIMIT,
+  INSURANCE_TYPES,
+};

components/riskadvisor/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@pipedream/riskadvisor",
-  "version": "0.0.1",
+  "version": "0.1.0",
   "description": "Pipedream RiskAdvisor Components",
   "main": "riskadvisor.app.mjs",
   "keywords": [
@@ -11,5 +11,9 @@
   "author": "Pipedream <support@pipedream.com> (https://pipedream.com/)",
   "publishConfig": {
     "access": "public"
+  },
+  "dependencies": {
+    "@pipedream/platform": "^1.5.1",
+    "lodash": "^4.17.21"
   }
-}
+}