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[Components] OnlineCheckWriter: New action components #14119

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jcortes
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@jcortes jcortes commented Sep 26, 2024

WHY

Resolves #14067

Summary by CodeRabbit

Release Notes

  • New Features

    • Introduced actions for creating standard checks, email checks, mail checks, and registering new payees in the Online Check Writer application.
    • Added functionality for mailing PDF documents to specified destinations.
    • Enhanced check creation options with numerous new properties for increased flexibility.
  • Improvements

    • Expanded API interaction methods for listing bank accounts, payees, categories, and custom addresses.
  • Version Update

    • Updated the application version to 0.1.0 and added new dependencies.

@jcortes jcortes added the action New Action Request label Sep 26, 2024
@jcortes jcortes self-assigned this Sep 26, 2024
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coderabbitai bot commented Sep 26, 2024

Walkthrough

The changes introduce several new actions to the Online Check Writer application, including functionalities for creating checks, email checks, mail checks, and payees, as well as mailing PDF documents. Each action is defined with specific properties and methods to handle API requests, enhancing the application's capabilities for check management and document handling.

Changes

File Path Change Summary
components/onlinecheckwriter/actions/create-check/create-check.mjs, components/onlinecheckwriter/actions/create-email-check/create-email-check.mjs, components/onlinecheckwriter/actions/create-mail-check/create-mail-check.mjs, components/onlinecheckwriter/actions/create-payee/create-payee.mjs, components/onlinecheckwriter/actions/mail-pdf-document/mail-pdf-document.mjs Added actions for creating checks, email checks, mail checks, and payees, as well as mailing PDF documents, each with specific properties and API methods.
components/onlinecheckwriter/onlinecheckwriter.app.mjs Expanded propDefinitions and added new methods for API requests related to checks and payees.
components/onlinecheckwriter/package.json Updated version number and added new dependencies for functionality support.

Assessment against linked issues

Objective Addressed Explanation
Create a new check with required and optional properties. (Issue #14067)
Generate a PDF document and mail it. (Issue #14067)
Register a new payee with required details. (Issue #14067)
Create multiple email checks in one request. (Issue #14067)
Create multiple mail checks in one request. (Issue #14067)

Possibly related PRs

Suggested labels

User submitted

Suggested reviewers

  • lcaresia

Poem

🐰 In fields of green, where checks do flow,
New actions sprout, like flowers that grow.
Email and mail, with payees in sight,
The Online Check Writer shines ever bright!
With PDFs flying, oh what a delight! 🌼


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Actionable comments posted: 9

🧹 Outside diff range and nitpick comments (11)
components/onlinecheckwriter/actions/create-email-check/create-email-check.mjs (2)

30-37: Improve clarity of payeePhone prop description

The current description for the payeePhone prop could be clearer. Consider rephrasing it to improve readability and understanding.

Suggested change:

-      description: "Required if **Enable SMS Inform** is `true` and not exist any phone on associated payee,",
+      description: "Required if **Enable SMS Inform** is `true` and no phone number exists for the associated payee.",

79-80: Enhance summary message with specific information

The current summary message is generic and doesn't provide information about the number of checks created or any other specific details.

Consider updating the summary message to include more specific information:

-    $.export("$summary", "Successfully created email checks.");
+    $.export("$summary", `Successfully created ${response.data.length} email check(s).`);

This assumes that the API response includes an array of created checks in the data property. Adjust accordingly based on the actual API response structure.

components/onlinecheckwriter/actions/create-check/create-check.mjs (3)

1-8: LGTM! Consider enhancing the description.

The import statement and action metadata look good. The inclusion of the API documentation link in the description is excellent.

Consider adding a brief explanation of what the action does before the documentation link. For example:

-  description: "Creates a new check. [See the documentation](https://apiv3.onlinecheckwriter.com/#211cb6e4-bda7-46de-9e84-a5e8b2709206)",
+  description: "Creates a new check with specified details such as bank account, payee, amount, and other optional parameters. [See the documentation](https://apiv3.onlinecheckwriter.com/#211cb6e4-bda7-46de-9e84-a5e8b2709206)",

9-83: LGTM! Consider adding comments for clarity.

The props definition is comprehensive and aligns well with the requirements for creating a check. Using propDefinition for all props ensures consistency and reusability.

Consider grouping related props with comments for better readability. For example:

props: {
  app,
  // Check details
  bankAccountId: {
    propDefinition: [app, "bankAccountId"],
  },
  payeeId: {
    propDefinition: [app, "payeeId"],
  },
  amount: {
    propDefinition: [app, "amount"],
  },
  // Additional information
  categoryId: {
    propDefinition: [app, "categoryId"],
  },
  issueDate: {
    propDefinition: [app, "issueDate"],
  },
  memo: {
    propDefinition: [app, "memo"],
  },
  // ... (other props)
  // Flags
  noSign: {
    propDefinition: [app, "noSign"],
  },
  // ... (other flag props)
},

92-133: LGTM! Consider adding error handling.

The run method is well-implemented, correctly using all defined props and calling the createChecks method with the appropriate data structure. The summary export provides useful feedback to the user.

Consider adding error handling to provide more informative feedback in case of API errors. For example:

async run({ $ }) {
  // ... (existing destructuring)

  try {
    const response = await createChecks({
      $,
      data: {
        checks: [
          {
            // ... (existing check object)
          },
        ],
      },
    });

    $.export("$summary", `Successfully created a new check with ID \`${response.data.checks[0].checkId}\`.`);
    return response;
  } catch (error) {
    $.export("$summary", `Failed to create check: ${error.message}`);
    throw error;
  }
},
components/onlinecheckwriter/actions/create-payee/create-payee.mjs (2)

9-70: Props definition looks good, consider adding input validation.

The props are well-defined and align with the API requirements. The 'name' prop is correctly set as required, while others are optional. Descriptions are clear and concise.

Consider adding input validation for email and phone number props to ensure data integrity before sending to the API. For example:

email: {
  type: "string",
  label: "Email",
  description: "The email of the payee.",
  optional: true,
  pattern: "^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\\.[a-zA-Z]{2,}$",
},
phone: {
  type: "string",
  label: "Phone",
  description: "The phone number of the payee.",
  optional: true,
  pattern: "^\\+?[1-9]\\d{1,14}$",
},

79-116: Run method looks good, consider data privacy.

The run method is well-implemented, using async/await for the API call and including all payee properties in the request data. The summary export provides good user feedback.

Consider filtering the response data before returning it to ensure no sensitive information is unintentionally exposed. For example:

const { payeeId, name, email } = response.data.payees[0];
$.export("$summary", `Successfully created payee with ID \`${payeeId}\`.`);
return { payeeId, name, email };
components/onlinecheckwriter/actions/mail-pdf-document/mail-pdf-document.mjs (3)

6-135: LGTM: Action definition and props are well-structured.

The action definition and props are comprehensive and align with the API requirements. Props are well-defined with appropriate types, labels, and descriptions.

Consider adding validation for the destinationState prop to ensure it's exactly 2 characters long, as mentioned in the description. You can use the pattern property for this:

destinationState: {
  type: "string",
  label: "Destination State",
  description: "The state of the recipient. Use 2 characters Eg. `Tx` instead of `Texas` for example.",
  pattern: "^[A-Za-z]{2}$",
},

144-205: LGTM: The run function is well-implemented with proper error handling and data preparation.

The function correctly handles async operations, validates input, and prepares the request payload using FormData. It includes all required and optional fields in the request.

Consider the following improvements:

  1. Use object shorthand notation for better readability:
const data = new FormData();
data.append("document_details[file]", file);
data.append("document_details[title]", documentTitle);
data.append("shipping[shippingTypeId]", shippingTypeId);
// ... (append other fields similarly)
  1. Consider creating a helper function to append data to FormData, reducing repetition:
const appendIfDefined = (form, key, value) => {
  if (value !== undefined) {
    form.append(key, value);
  }
};

// Usage
appendIfDefined(data, "document_details[title]", documentTitle);
appendIfDefined(data, "shipping[shippingTypeId]", shippingTypeId);
// ... (append other fields similarly)
  1. Add more detailed error handling for the API response:
const response = await mailPdfDocument({
  $,
  data,
  headers: data.getHeaders(),
});

if (response.status !== "success") {
  throw new Error(`Failed to mail PDF document: ${response.message}`);
}

$.export("$summary", `Successfully generated and mailed PDF document. Document ID: ${response.documentId}`);
return response;

1-206: Overall, the implementation successfully meets the PR objectives.

The "Mail PDF Document" action is well-implemented and aligns with the requirements specified in issue #14067. The code is structured logically, handles required and optional fields appropriately, and includes necessary error checking.

To further improve the implementation:

  1. Consider adding unit tests to ensure the action behaves correctly under various scenarios, including edge cases.

  2. Implement proper logging throughout the action to aid in debugging and monitoring.

  3. Consider adding a rate limiting mechanism or integrating with an existing one to prevent API abuse.

  4. Document any assumptions made about the API's behavior or limitations in the code comments or README file.

These improvements will enhance the robustness and maintainability of the action.

components/onlinecheckwriter/actions/create-mail-check/create-mail-check.mjs (1)

46-46: Redundant 'optional: false' in 'shippingTypeId' prop definition

The optional property defaults to false, so explicitly setting optional: false is unnecessary.

You can simplify the code by removing the redundant property:

 shippingTypeId: {
-   optional: false,
    description: "The shipping type ID of the check.",
    propDefinition: [
      app,
      "shippingTypeId",
    ],
  },
📜 Review details

Configuration used: CodeRabbit UI
Review profile: CHILL

📥 Commits

Files that changed from the base of the PR and between ab316a1 and 3c39488.

⛔ Files ignored due to path filters (1)
  • pnpm-lock.yaml is excluded by !**/pnpm-lock.yaml
📒 Files selected for processing (7)
  • components/onlinecheckwriter/actions/create-check/create-check.mjs (1 hunks)
  • components/onlinecheckwriter/actions/create-email-check/create-email-check.mjs (1 hunks)
  • components/onlinecheckwriter/actions/create-mail-check/create-mail-check.mjs (1 hunks)
  • components/onlinecheckwriter/actions/create-payee/create-payee.mjs (1 hunks)
  • components/onlinecheckwriter/actions/mail-pdf-document/mail-pdf-document.mjs (1 hunks)
  • components/onlinecheckwriter/onlinecheckwriter.app.mjs (1 hunks)
  • components/onlinecheckwriter/package.json (2 hunks)
🔇 Additional comments (13)
components/onlinecheckwriter/package.json (3)

3-3: Version update looks good.

The version bump from 0.0.1 to 0.1.0 is appropriate for the introduction of new action components. This change adheres to semantic versioning principles.


Line range hint 1-19: Overall, the package.json changes look good and align with the PR objectives.

The version update and new dependencies are appropriate for introducing new action components for OnlineCheckWriter. As you proceed with the implementation, please ensure that all the action components mentioned in the PR objectives (create-check, mail-pdf-document, create-payee, create-email-check, and create-mail-check) are properly implemented and utilize these dependencies as needed.


15-18: New dependencies look appropriate.

The addition of @pipedream/platform (3.0.3) and form-data (^4.0.0) seems suitable for the new action components. The specific version for @pipedream/platform ensures consistency, while the flexible versioning for form-data allows for compatible updates.

To ensure these dependencies are necessary and used in the new action components, please run the following script:

components/onlinecheckwriter/actions/create-email-check/create-email-check.mjs (3)

45-52: LGTM: createEmailChecks method

The createEmailChecks method is well-implemented. It provides a clean interface to the API endpoint and allows for flexibility with additional arguments.


1-82: Overall review summary

The implementation of the "Create Email Check" action is generally well-structured and aligns with the objectives specified in the linked issue. However, there are a few areas that could be improved:

  1. The action key and name should be consistent in terms of creating a single check or multiple checks.
  2. The payeePhone prop description could be clearer.
  3. The sendAttachment prop type and its usage in the run method should be reviewed to ensure consistency with API expectations.
  4. The implementation currently creates only a single check, which may not align with the action key suggesting multiple checks.
  5. The summary message could be more informative by including specific details about the created check(s).

Addressing these points will enhance the overall quality and clarity of the component. Great job on implementing this new action!


38-43: Reconsider type conversion for sendAttachment

The sendAttachment prop is defined as a boolean, but in the run method, it's converted to a number using the unary plus operator. This conversion might be unnecessary and could potentially lead to confusion.

Could you clarify if the API expects a boolean or a number for the sendAttachment parameter? If it expects a boolean, we can simplify the code by removing the type conversion.

To verify the API expectations, you can run the following script:

If the API indeed expects a number, we should update the prop type to match:

   sendAttachment: {
-    type: "boolean",
+    type: "integer",
     label: "Send Attachment",
-    description: "This will send added attachments along with the check.",
+    description: "Set to 1 to send added attachments along with the check, 0 otherwise.",
     optional: true,
   },

Also applies to: 72-74

components/onlinecheckwriter/actions/create-check/create-check.mjs (2)

84-91: LGTM! The createChecks method is well-implemented.

The createChecks method is correctly defined and uses the app.post method to send a request to the "/checks" endpoint. The use of the spread operator for args provides flexibility for additional parameters.


1-134: Great implementation of the "Create Check" action!

The overall implementation of the "Create Check" action is well-structured and aligns perfectly with the PR objectives. It covers all necessary functionality, including the required and optional props as specified in the linked issue #14067.

Key strengths:

  1. Comprehensive prop definitions using propDefinition for consistency.
  2. Well-implemented createChecks method for API interaction.
  3. Proper handling of all check creation parameters in the run method.
  4. Clear and informative summary export for user feedback.

The minor suggestions provided in the previous comments (enhancing the description, adding prop grouping comments, and implementing error handling) would further improve the code's clarity and robustness.

Great job on this implementation!

components/onlinecheckwriter/actions/create-payee/create-payee.mjs (3)

1-8: LGTM: Import and action metadata look good.

The import statement and action metadata are well-defined. The description includes a link to the API documentation, which is helpful for users. The version "0.0.1" is appropriate for a new component.


71-78: LGTM: createPayees method is well-implemented.

The createPayees method is concise and correctly utilizes the app's post method. The use of the spread operator for args provides flexibility for passing additional parameters if needed.


1-117: Overall implementation is solid and meets PR objectives.

The "Create Payee" action is well-implemented, aligning with the PR objectives and OnlineCheckWriter API requirements. The code is well-structured, with clear metadata, props definition, and methods.

Key points:

  1. Action metadata and props are well-defined.
  2. The createPayees method correctly interfaces with the API.
  3. The run method properly handles the API call and response.

Consider implementing the suggested improvements for input validation and data privacy to further enhance the component's robustness and security.

components/onlinecheckwriter/actions/mail-pdf-document/mail-pdf-document.mjs (2)

1-4: LGTM: Imports are appropriate and complete.

The necessary modules and components are imported correctly, including the ConfigurationError for proper error handling.


136-143: LGTM: The mailPdfDocument method is correctly implemented.

The method uses the app's post method and allows for additional arguments, providing flexibility in its usage.

@jcortes jcortes force-pushed the onlinecheckwriter-new-action-components branch from 3c39488 to 0b1c546 Compare September 27, 2024 14:57
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Actionable comments posted: 2

🧹 Outside diff range and nitpick comments (4)
components/onlinecheckwriter/actions/create-payee/create-payee.mjs (4)

9-70: Props definition looks good, with a minor suggestion.

The props are well-defined and align with the API requirements. All necessary fields for creating a payee are included, with appropriate optional flags.

Consider adding input validation for fields like 'email', 'phone', and 'zip' to ensure data integrity before sending it to the API. This could be done using regex patterns or custom validation functions.


71-78: createPayees method is functional, but could be improved.

The method correctly uses the app.post method to send a request to the "/payees" endpoint.

Consider the following improvements:

  1. Add input validation to ensure the required fields are present in the args object.
  2. Implement error handling to catch and process any API errors.
  3. Add logging for better traceability of the API calls.

Example implementation:

createPayees(args = {}) {
  if (!args.data || !args.data.payees || !args.data.payees.length) {
    throw new Error("Invalid input: payees data is required");
  }
  
  return this.app.post({
    path: "/payees",
    ...args,
  }).catch((error) => {
    console.error("Error creating payees:", error);
    throw error;
  });
},

79-116: run method is functional but could benefit from error handling and validation.

The method correctly implements the payee creation process and exports a summary.

Consider the following improvements:

  1. Add try/catch block for error handling.
  2. Validate the response to ensure it contains the expected data.
  3. Handle cases where multiple payees might be created (the API seems to support this).

Example implementation:

async run({ $ }) {
  const {
    createPayees,
    name,
    company,
    email,
    phone,
    address1,
    address2,
    country,
    state,
    city,
    zip,
  } = this;

  try {
    const response = await createPayees({
      $,
      data: {
        payees: [
          {
            name,
            company,
            email,
            phone,
            address1,
            address2,
            country,
            state,
            city,
            zip,
          },
        ],
      },
    });

    if (!response.data || !response.data.payees || !response.data.payees.length) {
      throw new Error("Unexpected response format from API");
    }

    const createdPayees = response.data.payees;
    const summaries = createdPayees.map(payee => 
      `Successfully created payee with ID \`${payee.payeeId}\`.`
    );

    $.export("$summary", summaries.join(" "));
    return response;
  } catch (error) {
    $.export("$summary", `Failed to create payee: ${error.message}`);
    throw error;
  }
},

1-117: Overall implementation is solid, with room for enhancement.

The "Create Payee" action is well-structured and aligns with the PR objectives. It correctly implements the basic functionality for creating a payee using the OnlineCheckWriter API.

Consider enhancing this action to support creating multiple payees in a single request, as the API seems to support this functionality. This could be achieved by:

  1. Modifying the props to accept an array of payee objects.
  2. Updating the run method to process multiple payees.
  3. Adjusting the summary export to handle multiple created payees.

This enhancement would make the action more flexible and potentially more efficient for users who need to create multiple payees at once.

📜 Review details

Configuration used: CodeRabbit UI
Review profile: CHILL

📥 Commits

Files that changed from the base of the PR and between 3c39488 and 0b1c546.

⛔ Files ignored due to path filters (1)
  • pnpm-lock.yaml is excluded by !**/pnpm-lock.yaml
📒 Files selected for processing (7)
  • components/onlinecheckwriter/actions/create-check/create-check.mjs (1 hunks)
  • components/onlinecheckwriter/actions/create-email-check/create-email-check.mjs (1 hunks)
  • components/onlinecheckwriter/actions/create-mail-check/create-mail-check.mjs (1 hunks)
  • components/onlinecheckwriter/actions/create-payee/create-payee.mjs (1 hunks)
  • components/onlinecheckwriter/actions/mail-pdf-document/mail-pdf-document.mjs (1 hunks)
  • components/onlinecheckwriter/onlinecheckwriter.app.mjs (1 hunks)
  • components/onlinecheckwriter/package.json (2 hunks)
🚧 Files skipped from review as they are similar to previous changes (5)
  • components/onlinecheckwriter/actions/create-check/create-check.mjs
  • components/onlinecheckwriter/actions/create-email-check/create-email-check.mjs
  • components/onlinecheckwriter/actions/create-mail-check/create-mail-check.mjs
  • components/onlinecheckwriter/actions/mail-pdf-document/mail-pdf-document.mjs
  • components/onlinecheckwriter/package.json
🔇 Additional comments (8)
components/onlinecheckwriter/actions/create-payee/create-payee.mjs (1)

1-8: LGTM: Import and action metadata look good.

The import statement and action metadata are well-structured. The inclusion of the API documentation link in the description is a good practice for maintainability.

components/onlinecheckwriter/onlinecheckwriter.app.mjs (7)

1-6: LGTM: Import and app definition

The import statement and app definition are correct and follow the expected structure for a Pipedream app.


7-24: LGTM: bankAccountId prop definition

The bankAccountId prop is well-defined with appropriate type, label, and description. The async options function correctly fetches and maps bank account data.


25-67: LGTM: payeeId, categoryId, and issueDate prop definitions

The payeeId, categoryId, and issueDate props are well-defined and consistent with the bankAccountId structure. The optional flags and descriptions are appropriate, and the async options functions are correctly implemented.


115-152: LGTM: customFromAddressId and customToAddressId prop definitions

The customFromAddressId and customToAddressId props are well-defined and consistent with the structure of other props. The async options functions are correctly implemented to fetch and map address data.


286-326: LGTM: API interaction methods

The post method and the various list methods (listBankAccounts, listPayees, etc.) are well-structured and consistently implemented. They provide a clean interface for interacting with different endpoints of the API.


1-329: Overall implementation review

The OnlineCheckWriter app implementation is well-structured and comprehensive. It provides a robust set of prop definitions and methods for interacting with the API. The code is generally consistent and follows good practices for Pipedream app development.

Key points for improvement:

  1. Add default values to boolean properties as suggested earlier.
  2. Fix the typo in paper type labels ("Hollogram" to "Hologram").
  3. Improve error handling in the _makeRequest method as detailed in the previous comment.

These minor adjustments will enhance the clarity, correctness, and robustness of the implementation. Great job overall on creating a solid foundation for the OnlineCheckWriter integration!


153-238: ⚠️ Potential issue

Fix typo in 'Hollogram' to 'Hologram' in paper type labels

The labels "Hollogram Check Paper" and "Ultra Hollogram Check Paper" contain a typo. The correct spelling is "Hologram."

Apply this diff to correct the typos:

 paperTypeId: {
   type: "string",
   label: "Paper Type ID",
   description: "Must be a valid paper type ID.",
   options: [
     {
       label: "Regular Check Paper",
       value: "7",
     },
     {
-      label: "Hollogram Check Paper",
+      label: "Hologram Check Paper",
       value: "8",
     },
     {
-      label: "Ultra Hollogram Check Paper",
+      label: "Ultra Hologram Check Paper",
       value: "9",
     },
   ],
 },

This change corrects the spelling and improves the accuracy of the paper type labels.

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Hi @jcortes, LGTM! Ready for QA!

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[Components] onlinecheckwriter
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