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@luancazarine luancazarine commented Dec 17, 2024

Resolves #14976.

Summary by CodeRabbit

Release Notes

  • New Features

    • Introduced a new action for sending documents using BoldSign templates.
    • Enhanced the BoldSign application component with new configuration options and API interaction methods.
    • Added new event sources for handling document completion, decline, and sending events.
    • Introduced constants for document download options.
  • Bug Fixes

    • Improved error handling for document-related API interactions.
  • Chores

    • Updated package version and dependencies for improved functionality.

@luancazarine luancazarine added the ai-assisted Content generated by AI, with human refinement and modification label Dec 17, 2024
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Walkthrough

This pull request introduces comprehensive support for BoldSign, a document e-signature platform. The changes include the addition of a new action for sending documents using templates, enhancements to the BoldSign application component with new properties and methods, and the introduction of polling sources for document events (completed, sent, and declined). Supporting utility functions and constants have also been added, improving the overall interaction with the BoldSign API and document management capabilities.

Changes

File Change Summary
components/boldsign/actions/send-document-template/send-document-template.mjs New action for sending documents using BoldSign templates with comprehensive configuration options.
components/boldsign/boldsign.app.mjs Added API methods and prop definitions for templates, brands, labels, CC, and sender identities.
components/boldsign/common/constants.mjs Added DOCUMENT_DOWNLOAD_OPTIONS constant.
components/boldsign/common/utils.mjs Added utility functions checkTmp and parseObject for file and object handling.
components/boldsign/package.json Updated version to 0.1.0 and added platform dependency.
components/boldsign/sources/new-document-completed/new-document-completed.mjs New source for emitting events when a document is completed.
components/boldsign/sources/new-document-sent/new-document-sent.mjs New source for emitting events when a document is sent.
components/boldsign/sources/new-document-declined/new-document-declined.mjs New source for emitting events when a document is declined.
components/boldsign/sources/*/test-event.mjs New test event modules for completed, sent, and declined document events.

Assessment against linked issues

Objective Addressed Explanation
New document completed source [#14976]
New document sent source [#14976]
New document declined source [#14976]
Send document template action [#14976]

Possibly related PRs

  • OpenAI Create Image (Dall-E) - add option to download image to /tmp #12968: The changes in the main PR regarding sending documents for e-signature using a BoldSign template may relate to the modifications in the OpenAI Create Image PR, which also involves handling files and document-related functionalities.
  • New Components - flexisign #14552: The new components related to sending signature requests in the Flexisign integration are directly related to the main PR's focus on sending documents for e-signature, as both involve document handling and e-signature functionalities.
  • New Components - signaturit #14855: The introduction of new components for Signaturit, which includes actions for creating signature requests, aligns with the main PR's objective of enhancing document signing capabilities through templates.
  • OpenAI - Migrate from Assistant API v1 to v2 #15061: The migration to a new version of the OpenAI Assistant API may indirectly relate to the main PR's document handling, as it could involve updates to how documents are processed or signed in conjunction with AI functionalities.

Suggested reviewers

  • michelle0927

Poem

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BoldSign's magic now gleams!
Templates dance, signatures flow,
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E-sign magic, smooth and bright,
Pipedream's platform takes flight! 🚀


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Sources
 - New Document Completed
 - New Document Sent
 - New Document Declined

Actions
 - Send Document Template
@michelle0927 michelle0927 marked this pull request as ready for review December 19, 2024 20:06
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Actionable comments posted: 9

🧹 Nitpick comments (15)
components/boldsign/sources/new-document-declined/test-event.mjs (3)

1-8: Use obvious test data identifiers

Consider using clearly fake test data to prevent confusion and accidental misuse in production:

  • Use test-doc-id instead of UUID-like strings
  • Use example.com domain instead of cubeflakes.com
  • Use obvious test names like test-sender
 export default {
-  "documentId": "755195d8-xxxx-xxxx-xxxx-88ff77d35419",
+  "documentId": "test-doc-id",
   "senderDetail": {
-    "name": "Richard",
+    "name": "test-sender",
     "privateMessage": null,
-    "emailAddress": "richard@cubeflakes.com",
+    "emailAddress": "sender@example.com",
     "isViewed": false
   },

9-14: Maintain consistent test data patterns

Apply the same test data conventions to CC recipients for consistency.

   "ccDetails": [
     {
-      "emailAddress": "alexgayle@cubeflakes.com",
+      "emailAddress": "cc-recipient@example.com",
       "isViewed": false
     }
   ],

42-47: Maintain consistent timestamp handling

Apply the same timestamp recommendations to expiryDate and nextCursor. Also, consider making nextCursor different from activityDate to better represent real-world scenarios.

-  "expiryDate": 1670178599,
+  "expiryDate": 1000432000, // createdDate + 5 days in seconds
   "enableSigningOrder": false,
   "isDeleted": false,
   "labels": [],
-  "nextCursor": 1665989290
+  "nextCursor": 1000086401 // slightly after activityDate
components/boldsign/sources/new-document-completed/test-event.mjs (2)

15-19: Improve timestamp format and document status values.

  1. Consider using ISO 8601 timestamp format for better readability in tests
  2. Replace PII in activityBy
  3. Consider adding a comment documenting possible status values

Apply this diff:

-  "createdDate": 1664961706,
-  "activityDate": 1665989290,
-  "activityBy": "alexgayle@cubeflakes.com",
+  // Unix timestamps shown in ISO 8601 format for readability
+  "createdDate": "2022-10-05T12:00:00Z",
+  "activityDate": "2022-10-17T12:00:00Z",
+  "activityBy": "test.user@example.com",
   "messageTitle": "565",
+  // Possible values: "Completed", "Pending", "Declined", etc.
   "status": "Completed",

42-47: Improve timestamp format and add documentation for pagination.

  1. Use consistent timestamp format for expiryDate
  2. Document the purpose and format of nextCursor

Apply this diff:

-  "expiryDate": 1670178599,
+  "expiryDate": "2022-12-04T12:00:00Z",
   "enableSigningOrder": false,
   "isDeleted": false,
   "labels": [],
+  // Timestamp used for pagination in polling requests
   "nextCursor": 1665989290
components/boldsign/sources/common/base.mjs (2)

53-55: Consider supporting a custom initial value.
Currently, _getLastDate() defaults to 0 if the value is not set in the database. This baseline choice works, but you may want to support user-defined initial values or ingestion points (e.g., a specific date).


71-96: Potential large memory usage when collecting data in an array.
The code accumulates all items in the responseArray before filtering older items or applying maxResults. If the BoldSign API returns a large result set, it could lead to high memory usage. Consider a streaming approach or an early stop condition to break out of the loop once you’ve retrieved enough items.

components/boldsign/boldsign.app.mjs (1)

90-98: Consolidate request logic.
This chunk of code in _makeRequest() is repeated across multiple list methods. While it's well-structured, consider storing shared parameters or default error handling logic in a single location if additional calls are required.

components/boldsign/actions/send-document-template/send-document-template.mjs (2)

74-79: Change from boolean to strict enum for enableAutoReminder.
Using a boolean here is convenient, but you might consider an enum or a more descriptive property if the logic for auto reminders becomes more complex in future expansions (e.g., “daily”, “weekly”, etc.).


202-210: Remove redundant definitions of reminder settings.
You set reminderSettings in additionalData and in data at lines 228-232. Consolidate them into a single approach.

components/boldsign/package.json (1)

3-3: Version bump indicates significant enhancements.
Ensure you update the changelog or release notes to highlight new features, breaking changes, or relevant migrations for version 0.1.0.

components/boldsign/common/utils.mjs (1)

8-31: Add JSDoc documentation and consider performance optimization

The function handles JSON parsing well, but could benefit from:

  1. Clear documentation of its behavior and edge cases
  2. Performance optimization for large arrays
  3. More specific type checking

Consider this enhanced version:

+/**
+ * Attempts to parse JSON strings within an object or array
+ * @param {any} obj - The input to parse
+ * @returns {any} Parsed object/array or original input if parsing fails
+ */
 export const parseObject = (obj) => {
   if (!obj) return undefined;
 
+  // For large arrays, consider using for...of loop instead of map
   if (Array.isArray(obj)) {
     return obj.map((item) => {
-      if (typeof item === "string") {
+      if (typeof item === "string" && (item.startsWith("{") || item.startsWith("["))) {
         try {
           return JSON.parse(item);
         } catch (e) {
           return item;
         }
       }
       return item;
     });
   }
-  if (typeof obj === "string") {
+  if (typeof obj === "string" && (obj.startsWith("{") || obj.startsWith("["))) {
     try {
       return JSON.parse(obj);
     } catch (e) {
       return obj;
     }
   }
   return obj;
 };
components/boldsign/sources/new-document-declined/new-document-declined.mjs (1)

9-11: Consider semantic versioning for initial release

For a new component, consider starting with version "1.0.0" instead of "0.0.1" if this is intended for production use.

components/boldsign/sources/new-document-completed/new-document-completed.mjs (1)

4-27: Consider extracting common status constants

The status strings ("Completed", "Declined") are used across multiple source components. Consider extracting these into shared constants to maintain consistency and ease maintenance.

Create a new constants file:

// components/boldsign/common/constants.mjs
export const DocumentStatus = {
  COMPLETED: "Completed",
  DECLINED: "Declined",
  // Add other statuses as needed
};

Then update the source components to use these constants:

+import { DocumentStatus } from "../common/constants.mjs";

 export default {
   // ...
   getParams() {
     return {
-      status: "Completed",
+      status: DocumentStatus.COMPLETED,
     };
   },
 };
components/boldsign/sources/new-document-sent/new-document-sent.mjs (1)

4-11: Consider enhancing the component description.

While the current description is clear, it could be more informative by including details about:

  • What triggers the event (e.g., immediate or delayed emission)
  • What data is included in the event
  • Any filtering capabilities

Suggested enhancement:

-  description: "Emit new event when a document is sent to a signer.",
+  description: "Emit new event when a document is sent to a signer. The event includes document details and is emitted when BoldSign registers the document as sent.",
📜 Review details

Configuration used: CodeRabbit UI
Review profile: CHILL
Plan: Pro

📥 Commits

Reviewing files that changed from the base of the PR and between 6782fe0 and d8b3093.

⛔ Files ignored due to path filters (1)
  • pnpm-lock.yaml is excluded by !**/pnpm-lock.yaml
📒 Files selected for processing (12)
  • components/boldsign/actions/send-document-template/send-document-template.mjs (1 hunks)
  • components/boldsign/boldsign.app.mjs (1 hunks)
  • components/boldsign/common/constants.mjs (1 hunks)
  • components/boldsign/common/utils.mjs (1 hunks)
  • components/boldsign/package.json (2 hunks)
  • components/boldsign/sources/common/base.mjs (1 hunks)
  • components/boldsign/sources/new-document-completed/new-document-completed.mjs (1 hunks)
  • components/boldsign/sources/new-document-completed/test-event.mjs (1 hunks)
  • components/boldsign/sources/new-document-declined/new-document-declined.mjs (1 hunks)
  • components/boldsign/sources/new-document-declined/test-event.mjs (1 hunks)
  • components/boldsign/sources/new-document-sent/new-document-sent.mjs (1 hunks)
  • components/boldsign/sources/new-document-sent/test-event.mjs (1 hunks)
✅ Files skipped from review due to trivial changes (2)
  • components/boldsign/common/constants.mjs
  • components/boldsign/sources/new-document-sent/test-event.mjs
🔇 Additional comments (11)
components/boldsign/sources/new-document-declined/test-event.mjs (1)

1-47: Verify test event structure against API documentation

Please ensure this test event structure matches the actual BoldSign API response format for declined documents.

✅ Verification successful

Let me search for BoldSign-specific API response handling to verify the test event structure.


Let me examine the actual test events for comparison to verify the structure consistency.


Test event structure is consistent with BoldSign's webhook payload format

The test event structure matches the format used across all BoldSign webhook events in the codebase. The structure is consistent across different event types (completed, declined, sent) with the only variation being the status field which correctly reflects the event type. All essential fields like documentId, senderDetail, ccDetails, signerDetails, and metadata are present with the correct types and structure.

🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Search for other BoldSign API response handling code to verify consistency
rg -t js -t ts "documentId|senderDetail|ccDetails|signerDetails" --type-add 'ts:*.{ts,mjs}'

Length of output: 30833


Script:

#!/bin/bash
# Search for BoldSign API response handling code and webhook handlers
rg -t js -t ts "new-document-declined|BoldSign.*webhook|BoldSign.*response" --type-add 'ts:*.{ts,mjs}'

# Search for other BoldSign test events for comparison
fd -e mjs -e js test-event components/boldsign/

Length of output: 463


Script:

#!/bin/bash
# Compare the structure of all BoldSign test events
cat components/boldsign/sources/new-document-completed/test-event.mjs components/boldsign/sources/new-document-sent/test-event.mjs

Length of output: 2424

components/boldsign/sources/new-document-completed/test-event.mjs (1)

1-47: Verify test event structure against BoldSign API documentation.

Please ensure that this test event structure matches the latest BoldSign API documentation for document completion events.

✅ Verification successful

Let me analyze the test event structure and generate additional verification scripts to check the BoldSign API integration.


Let me try a different search strategy to verify the BoldSign integration.


Test event structure matches BoldSign API integration

The test event structure is correctly aligned with the BoldSign integration implementation:

  • The file is located in the correct path components/boldsign/sources/new-document-completed/test-event.mjs
  • The event structure matches the BoldSign document completion webhook payload with all required fields:
    • documentId for document identification
    • senderDetail containing sender information
    • signerDetails with signing status and authentication details
    • status indicating document completion state
    • All other essential fields like ccDetails, createdDate, etc.
🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Search for BoldSign API types or interfaces in the codebase
ast-grep --pattern 'interface $INTERFACE {
  documentId?: string;
  $$$
}'

# Search for other test events to ensure consistency
fd test-event.mjs --exec cat {}

Length of output: 70548


Script:

#!/bin/bash
# Search for BoldSign API response handling and types
rg -l "BoldSign" --type ts --type js

# Search for document completion event handling
rg -A 5 "documentId|senderDetail|signerDetails" --type ts --type js

# Look for BoldSign related documentation or schema files
fd -e json -e md -e ts "boldsign|BoldSign"

Length of output: 151


Script:

#!/bin/bash
# Search for any files in the boldsign directory
fd . components/boldsign/

# Look for webhook or event handling files
fd "webhook|event" components/boldsign/

# Search for API response handling code
rg -A 10 "export default" components/boldsign/sources/new-document-completed/

Length of output: 3528

components/boldsign/sources/common/base.mjs (1)

59-70: Validate parameters for pagination and filtering.
You treat various inputs (recipients, labels, brandIds, etc.) by parsing objects. Consider gracefully handling malformed or empty inputs with fallback logic or warnings to avoid runtime exceptions or incomplete queries.

components/boldsign/boldsign.app.mjs (2)

50-60: Clarify error handling for empty contacts.
When listing contacts at lines 50–60, consider clarifying how you handle cases where no contacts are returned. Return an empty array instead of potentially an undefined result.


136-164: Check for empty or null returns in paginated endpoints.
When using the paginate function, handle scenarios where the API might return an empty result array, or page details might be missing if the API changes. This can prevent potential runtime errors.

components/boldsign/actions/send-document-template/send-document-template.mjs (2)

256-268: Avoid partial JSON parsing on error.
When trying to parse the error message as JSON, consider fallback logic in case the message is invalid JSON or is a string that doesn’t parse correctly.


156-161: ⚠️ Potential issue

Support file type inference.
Manually extracting the file extension from the last three characters can fail if the extension is more than three letters (like ‘.jpeg’). Consider parsing the MIME type in a more reliable way, or verifying file types more thoroughly.

- const filePath = fs.readFileSync(checkTmp(file), "base64");
- files.push(`data:application/${file.substr(file.length - 3)};base64,${filePath}`);
+ const extension = file.split('.').pop();
+ const mimeType = inferMimeType(extension); // implement a helper to map extension to MIME
+ files.push(`data:${mimeType};base64,${filePath}`);

Likely invalid or redundant comment.

components/boldsign/package.json (1)

15-16: Match dependency version with pipeline environment.
You pinned @pipedream/platform to ^3.0.3. Verify that all existing references to older versions within the codebase have been updated to avoid potential conflicts.

components/boldsign/sources/new-document-declined/new-document-declined.mjs (1)

14-16: Verify error handling in listDocuments method

The getFunction returns this.boldsign.listDocuments directly. Ensure that the base implementation includes proper error handling for API failures.

components/boldsign/sources/new-document-sent/new-document-sent.mjs (2)

1-2: LGTM! Clean imports following ES module conventions.

The imports are well-structured, leveraging common functionality through base module inheritance.


14-25: Verify BoldSign API integration parameters.

The status and transmitType parameters in getParams() are crucial for correct API filtering.

✅ Verification successful

Based on the gathered information from examining the BoldSign component's codebase, I can now provide the final response:

The API parameters in new-document-sent.mjs appear to be correctly implemented

The implementation is consistent with other BoldSign document sources in the codebase. The parameters are properly handled:

  • The status: "None" parameter differentiates from other states like "Completed" and "Declined" used in other sources
  • The transmitType: "Sent" parameter correctly filters for sent documents
  • The common base implementation in common/base.mjs shows these parameters are properly passed to the API along with optional filters
🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Search for other BoldSign API usages to verify parameter consistency
rg -t js -t mjs "status.*None.*transmitType.*Sent" --no-filename

# Check if these parameters are documented in the BoldSign app file
rg -t js -t mjs "listDocuments.*parameters" components/boldsign/boldsign.app.mjs

Length of output: 205


Script:

#!/bin/bash
# Search for BoldSign API usages with correct file type
rg "status.*None.*transmitType.*Sent"

# Check the app file for API documentation and parameters
cat components/boldsign/boldsign.app.mjs

# Search for any other usage of listDocuments method
rg "listDocuments"

Length of output: 10040


Script:

#!/bin/bash
# Check BoldSign API documentation for document list parameters
curl -s https://api.boldsign.com/swagger/index.html | grep -A 10 "document/list"

# Search for other BoldSign document sources to compare parameters
cat components/boldsign/sources/new-document-completed/new-document-completed.mjs
cat components/boldsign/sources/new-document-declined/new-document-declined.mjs

Length of output: 1476


Script:

#!/bin/bash
# Check the common base file for BoldSign sources
cat components/boldsign/sources/common/base.mjs

# Check if there are any other files that might contain API documentation
rg -l "BoldSign.*API" --type md

Length of output: 2719

michelle0927
michelle0927 previously approved these changes Dec 19, 2024
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LGTM!

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Actionable comments posted: 2

🧹 Nitpick comments (2)
components/boldsign/boldsign.app.mjs (2)

40-44: Add validation for labels property

The labels property should include validation to ensure consistent formatting and prevent invalid input.

 labels: {
   type: "string[]",
   label: "Labels",
   description: "Labels for categorizing documents.",
+  validate: (labels) => {
+    if (!labels.every((label) => typeof label === 'string' && label.trim())) {
+      throw new Error('All labels must be non-empty strings');
+    }
+  },
 },

131-159: Enhance pagination robustness and efficiency

The pagination implementation could benefit from additional safeguards and efficiency improvements.

 async *paginate({
-  fn, params = {}, maxResults = null, ...opts
+  fn, params = {}, maxResults = null, maxPages = 100, ...opts
 }) {
   let hasMore = false;
   let count = 0;
   let page = 0;
 
   do {
+    if (page >= maxPages) {
+      console.warn(`Reached maximum page limit of ${maxPages}`);
+      return count;
+    }
+
     params.page = ++page;
     const {
       result,
       pageDetails: {
         page: currentPage, totalPages,
       },
-    } = await fn({
-      params,
-      ...opts,
-    });
+    } = await fn({ params, ...opts })
+      .catch((error) => {
+        console.error(`Pagination error on page ${page}:`, error);
+        return { result: [], pageDetails: { page: 0, totalPages: 0 }};
+      });
+
+    if (!Array.isArray(result)) {
+      console.error(`Expected array result on page ${page}`);
+      return count;
+    }
 
     for (const d of result) {
       yield d;
📜 Review details

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Review profile: CHILL
Plan: Pro

📥 Commits

Reviewing files that changed from the base of the PR and between d8b3093 and 51ffafd.

⛔ Files ignored due to path filters (1)
  • pnpm-lock.yaml is excluded by !**/pnpm-lock.yaml
📒 Files selected for processing (2)
  • components/boldsign/actions/send-document-template/send-document-template.mjs (1 hunks)
  • components/boldsign/boldsign.app.mjs (1 hunks)
🚧 Files skipped from review as they are similar to previous changes (1)
  • components/boldsign/actions/send-document-template/send-document-template.mjs
🔇 Additional comments (2)
components/boldsign/boldsign.app.mjs (2)

1-6: LGTM!

The import and app definition follow standard patterns.


75-77: Verify API endpoint compatibility

Let's ensure the base URL and endpoints match BoldSign's API documentation.

✅ Verification successful

Base URL and endpoints are correctly implemented

The verification confirms that:

  1. The base URL https://api.boldsign.com/v1 matches BoldSign's official API endpoint
  2. All API paths are correctly structured and match BoldSign's documented endpoints:
    • /template/list
    • /brand/list
    • /contacts/list
    • /document/list
    • /senderIdentities/list
    • /template/send
  3. The URL construction is properly implemented using template literals with _baseUrl()
  4. No hardcoded URLs that bypass the _baseUrl() method were found
🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Description: Check if all API endpoints used in the code match BoldSign's documentation

# Search for all API endpoint paths used in the code
echo "API endpoints used in the code:"
rg --no-filename "path: \".*\"" | sort -u

# Search for any hardcoded URLs that might bypass _baseUrl
echo -e "\nChecking for hardcoded URLs:"
rg "https?://" --no-filename | grep -v "_baseUrl"

Length of output: 81284


Script:

#!/bin/bash
# Search for API endpoints and URLs specifically in the boldsign app file
echo "Checking BoldSign API endpoints and URLs in the component:"
rg -A 3 "path:|url:|https?://" components/boldsign/boldsign.app.mjs

# Search for any BoldSign API related methods
echo -e "\nChecking BoldSign API methods:"
ast-grep --pattern 'async $METHODNAME($$$) { $$$}' components/boldsign/boldsign.app.mjs

Length of output: 990

michelle0927
michelle0927 previously approved these changes Dec 24, 2024
@luancazarine
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/approve

@luancazarine luancazarine merged commit 22be9ab into master Dec 30, 2024
11 checks passed
@luancazarine luancazarine deleted the issue-14976 branch December 30, 2024 17:47
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[Components] boldsign

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