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New Components - bloomerang #16105

Merged
merged 9 commits into from
Apr 9, 2025
Merged

New Components - bloomerang #16105

merged 9 commits into from
Apr 9, 2025

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luancazarine
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@luancazarine luancazarine commented Apr 1, 2025

Resolves #16081.

Summary by CodeRabbit

  • New Features

    • Introduced new actions for adding interactions, creating constituents, and processing donations via Bloomerang.
    • Expanded API integration to manage constituents, funds, campaigns, and appeals more effectively.
    • Added event sources for real-time emission of constituent, donation, and interaction events.
    • Provided standardized options for communication channels, constituent details, and payment methods.
  • Chores

    • Updated the component version and dependencies for enhanced platform integration.

@luancazarine luancazarine added the ai-assisted Content generated by AI, with human refinement and modification label Apr 1, 2025
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coderabbitai bot commented Apr 1, 2025

Walkthrough

The pull request introduces multiple modules to enhance the Bloomerang integration. New actions for adding interactions, creating constituents, and recording donations have been added. The Bloomerang app has been expanded with additional properties and methods for API communication and pagination. In addition, new source modules for polling donation, constituent, and interaction events—including associated test event files—have been implemented. A new constants module and package updates further support these integrations.

Changes

File(s) Change Summary
components/bloomerang/actions/{add-interaction,create-constituent,create-donation}.mjs Added new action modules for adding interactions, creating constituents, and recording donations via the Bloomerang API.
components/bloomerang/bloomerang.app.mjs Expanded the application with new properties and methods (e.g., _baseUrl, _headers, _makeRequest, pagination, and creation functions) for enhanced API integration.
components/bloomerang/common/constants.mjs Introduced constants for limits, channels, purposes, constituent options, and payment methods for consistent usage across the component.
components/bloomerang/package.json Updated the version to 0.1.0 and added a dependency on @pipedream/platform.
components/bloomerang/sources/{common/base, new-constituent/*, new-donation/*, new-interaction/*}.mjs Implemented a common base with event emission logic and added new source modules along with test event files for polling constituent, donation, and interaction events.

Sequence Diagram(s)

Loading
sequenceDiagram
    participant U as User/System
    participant A as Action Module
    participant API as Bloomerang API
    U->>A: Provide action details (e.g., donation data)
    A->>API: Call createDonation/createConstituent/addInteraction
    API-->>A: Return response with new record ID
    A-->>U: Return summary message
Loading
sequenceDiagram
    participant S as Source Module
    participant APP as Bloomerang App
    participant DB as Database
    S->>APP: Request events (constituents/donations/interactions)
    APP-->>S: Return paginated event data
    S->>DB: Retrieve last processed ID
    alt New events present
      S->>DB: Update last processed ID
      S-->>U: Emit events with details
    else No new events
      S-->>U: No events to emit
    end

Assessment against linked issues

Objective Addressed Explanation
Polling Sources for new donation, constituent, and interaction events (#16081)
Actions for creating donation, creating constituent, and adding interaction (#16081)

Suggested reviewers

  • michelle0927

Poem

I'm a bunny snapping code with flair,
Hopping to add donations and interactions rare.
Constituents and events bloom in my view,
API magic makes integrations anew.
With each line, my heart does skip—
A joyful hop in every commit! 🐇✨

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components/microbilt_developer/microbilt_developer.app.mjs

Oops! Something went wrong! :(

ESLint: 8.57.1

Error [ERR_MODULE_NOT_FOUND]: Cannot find package 'jsonc-eslint-parser' imported from /eslint.config.mjs
at packageResolve (node:internal/modules/esm/resolve:839:9)
at moduleResolve (node:internal/modules/esm/resolve:908:18)
at defaultResolve (node:internal/modules/esm/resolve:1038:11)
at ModuleLoader.defaultResolve (node:internal/modules/esm/loader:557:12)
at ModuleLoader.resolve (node:internal/modules/esm/loader:525:25)
at ModuleLoader.getModuleJob (node:internal/modules/esm/loader:246:38)
at ModuleJob._link (node:internal/modules/esm/module_job:126:49)

components/adyntel/adyntel.app.mjs

Oops! Something went wrong! :(

ESLint: 8.57.1

Error [ERR_MODULE_NOT_FOUND]: Cannot find package 'jsonc-eslint-parser' imported from /eslint.config.mjs
at packageResolve (node:internal/modules/esm/resolve:839:9)
at moduleResolve (node:internal/modules/esm/resolve:908:18)
at defaultResolve (node:internal/modules/esm/resolve:1038:11)
at ModuleLoader.defaultResolve (node:internal/modules/esm/loader:557:12)
at ModuleLoader.resolve (node:internal/modules/esm/loader:525:25)
at ModuleLoader.getModuleJob (node:internal/modules/esm/loader:246:38)
at ModuleJob._link (node:internal/modules/esm/module_job:126:49)

components/cvr_dev/cvr_dev.app.mjs

Oops! Something went wrong! :(

ESLint: 8.57.1

Error [ERR_MODULE_NOT_FOUND]: Cannot find package 'jsonc-eslint-parser' imported from /eslint.config.mjs
at packageResolve (node:internal/modules/esm/resolve:839:9)
at moduleResolve (node:internal/modules/esm/resolve:908:18)
at defaultResolve (node:internal/modules/esm/resolve:1038:11)
at ModuleLoader.defaultResolve (node:internal/modules/esm/loader:557:12)
at ModuleLoader.resolve (node:internal/modules/esm/loader:525:25)
at ModuleLoader.getModuleJob (node:internal/modules/esm/loader:246:38)
at ModuleJob._link (node:internal/modules/esm/module_job:126:49)

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Sources
 - New Donation
 - New Constituent
 - New Interaction

Actions
 - Create Donation
 - Create Constituent
 - Add Interaction
@luancazarine luancazarine marked this pull request as ready for review April 2, 2025 15:10
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Actionable comments posted: 1

🧹 Nitpick comments (10)
components/bloomerang/actions/add-interaction/add-interaction.mjs (2)

28-29: Fix typos in property descriptions

There are typos in several property descriptions:

-  description: "The subject od the interation",
+  description: "The subject of the interaction",
-  description: "The channel of the interation",
+  description: "The channel of the interaction",
-  description: "The purpose of the interation",
+  description: "The purpose of the interaction",

Also applies to: 33-34, 39-40


20-24: Add date format validation

The date property lacks format validation. Consider adding a format pattern to ensure users provide dates in the expected format required by the Bloomerang API.

 date: {
   type: "string",
   label: "Date",
   description: "The date of the interaction",
+  description: "The date of the interaction (YYYY-MM-DD format)",
+  pattern: "^\\d{4}-\\d{2}-\\d{2}$",
 },
components/bloomerang/sources/new-constituent/new-constituent.mjs (1)

17-19: Consider adding error handling for potential undefined values.

The getSummary method might encounter an undefined FullName property if the API returns unexpected data.

    getSummary(item) {
-      return `New Constituent: ${item.FullName}`;
+      return `New Constituent: ${item.FullName || "Unknown"}`;
    },
components/bloomerang/sources/new-donation/new-donation.mjs (1)

17-19: Consider improving the summary message for better readability.

The current implementation uses the raw AccountId which may not be user-friendly. Consider adding more context or formatting.

    getSummary(item) {
-      return `New Donation from ${item.AccountId}`;
+      return `New Donation from Account #${item.AccountId}`;
    },
components/bloomerang/bloomerang.app.mjs (4)

7-83: Consider adding basic error handling or fallback behavior in prop definitions.
Each of the dynamic dropdown props (constituentId, fundId, campaignId, appealId) correctly retrieves data from respective list* methods with pagination. Ensure that Results always exists in the returned payload. For added resilience, consider handling empty or error responses (e.g., wrapping in a try/catch or verifying attributes before mapping).


86-88: Hard-coded base URL appears fine.
For typical usage, a fixed URL works. If you need test or staging environments, consider making _baseUrl() configurable through environment variables.


89-94: Add 'Content-Type' for POST requests.
Currently, _headers() omits the "Content-Type": "application/json" header. Many Bloomerang API endpoints expect JSON bodies, so consider adding it by default to prevent potential parsing issues.

  _headers() {
    return {
      "accept": "application/json",
      "x-api-key": `${this.$auth.api_key}`,
+     "Content-Type": "application/json",
    };
  },

95-103: Merge default headers before spreading opts.
If a caller overrides headers in opts, the merged spread likely overwrites _headers(). Preserving the "x-api-key" ensures authentication isn’t accidentally dropped.

_makeRequest({
  $ = this, path, ...opts
}) {
-  return axios($, {
-    url: this._baseUrl() + path,
-    headers: this._headers(),
-    ...opts,
-  });
+  const mergedHeaders = { ...this._headers(), ...opts.headers };
+  return axios($, {
+    url: this._baseUrl() + path,
+    headers: mergedHeaders,
+    ...opts,
+  });
}
components/bloomerang/actions/create-donation/create-donation.mjs (1)

23-27: Consider adding amount validation

The amount is currently defined as a string type. Consider adding validation to ensure it contains a valid numeric value or changing the type to "integer" or "number" if appropriate for the Bloomerang API.

components/bloomerang/sources/new-interaction/new-interaction.mjs (1)

14-16: Consider adding error handling for listInteractions.

The getFunction() method returns this.app.listInteractions directly, but it might be beneficial to add error handling to gracefully manage potential API failures.

getFunction() {
-  return this.app.listInteractions;
+  return async (...args) => {
+    try {
+      return await this.app.listInteractions(...args);
+    } catch (error) {
+      console.error("Error fetching interactions:", error);
+      throw error;
+    }
+  };
},
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  • components/bloomerang/bloomerang.app.mjs (1 hunks)
  • components/bloomerang/common/constants.mjs (1 hunks)
  • components/bloomerang/package.json (2 hunks)
  • components/bloomerang/sources/common/base.mjs (1 hunks)
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  • components/bloomerang/sources/new-constituent/test-event.mjs (1 hunks)
  • components/bloomerang/sources/new-donation/new-donation.mjs (1 hunks)
  • components/bloomerang/sources/new-donation/test-event.mjs (1 hunks)
  • components/bloomerang/sources/new-interaction/new-interaction.mjs (1 hunks)
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🔇 Additional comments (22)
components/bloomerang/sources/new-interaction/test-event.mjs (1)

1-50: LGTM! Good test event structure.

The test event correctly models a Bloomerang interaction with all the necessary fields including identification, dates, content details, and audit information.

components/bloomerang/sources/new-constituent/new-constituent.mjs (1)

4-22: LGTM! Well-structured source component.

The component follows the established pattern for source components by extending the common base. The implementation correctly defines the key, name, description, and provides appropriate methods for retrieving constituent data.

components/bloomerang/sources/new-donation/new-donation.mjs (1)

4-22: LGTM! Well-structured donation source component.

The component correctly extends the common base and implements the necessary methods for transaction listing.

components/bloomerang/sources/new-constituent/test-event.mjs (1)

1-152: LGTM! Comprehensive test event structure.

The test event provides a complete model of a Bloomerang constituent with all necessary fields including personal information, contact details, and related metadata.

components/bloomerang/sources/new-donation/test-event.mjs (1)

1-402: Well-structured test event object for donation source.

This test event provides a comprehensive template representing a Bloomerang donation structure with all possible fields and nested objects. The structure captures donations with different designation types (standard donation, pledge, pledge payment, recurring donation, and recurring donation payment).

A few observations:

  • The future date "2025-04-02" is used throughout the object, which is fine for test data
  • All numeric IDs are set to 0, and strings use the placeholder "string"
  • The object includes comprehensive audit trail information and all relevant fields needed for processing donation events
components/bloomerang/sources/common/base.mjs (3)

16-21: Good database utility methods for tracking processed IDs.

The _getLastId and _setLastId methods provide a clean interface for managing the last processed ID in the database, with appropriate defaults.


22-53: Well-implemented event emission logic with pagination handling.

The emitEvent method efficiently:

  1. Retrieves the last processed ID
  2. Uses pagination to fetch data in descending order by creation date
  3. Breaks early when encountering already processed items
  4. Updates the last ID when new items are found
  5. Emits events in chronological order (oldest first via reverse())

55-62: Appropriate lifecycle hooks for initial and ongoing event processing.

The implementation correctly:

  • Emits a limited set of events (25) on initial deployment
  • Processes all events during normal scheduled runs
components/bloomerang/actions/create-constituent/create-constituent.mjs (3)

11-127: Well-designed action with comprehensive constituent properties.

The component properly:

  • Defines a clear key, name, description, and version
  • References documentation for API details
  • Includes all necessary fields for constituent creation with appropriate descriptions and options
  • Makes optional fields clearly marked
  • Uses consistent property patterns throughout

128-134: Dynamic field visibility based on constituent type.

The additionalProps method correctly toggles visibility of relevant fields based on whether the constituent is an individual or organization. For individuals, first/last name are shown, while organization name is hidden, and vice versa.


135-161: Clean API interaction with comprehensive data mapping.

The run method:

  1. Properly passes all constituent properties to the API
  2. Returns the API response
  3. Exports a clear summary message with the new constituent ID
components/bloomerang/common/constants.mjs (3)

1-91: Well-organized constants for LIMIT, CHANNEL_OPTIONS, and PURPOSE_OPTIONS.

These constants provide centralized values for:

  • Pagination limit (50)
  • Communication channel options with labels and values
  • Purpose options with appropriate labeling

This approach ensures consistency across the integration and improves maintainability.


93-153: Comprehensive constituent-related option constants.

The constants appropriately define:

  • Constituent types (Individual, Organization)
  • Status options (Active, Inactive, Deceased)
  • Extensive list of prefix options
  • Suffix options
  • Gender options

Having these in a central location promotes consistency and makes updates easier.


155-173: Well-defined communication and payment method constants.

These constants provide:

  • Simplified communication channel options
  • Comprehensive payment method options

The separation between CHANNEL_OPTIONS (which includes label/value pairs) and COMMUNICATION_CHANNEL_OPTIONS (simple strings) suggests they're used in different contexts within the application.

components/bloomerang/bloomerang.app.mjs (4)

1-2: Imports look good.
No issues identified with importing axios and LIMIT from separate modules.


104-139: List methods logic approved.
These methods (listConstituents, listInteractions, listTransactions, listFunds, listCampaigns, listAppeals) cleanly structure GET calls. No concerns with correctness or naming.


140-160: POST request methods appear correct.
createDonation(), createConstituent(), and createInteraction() are straightforward. Just ensure the request bodies are properly formed JSON if required.


161-187: Pagination logic looks robust.
Your async *paginate() correctly yields items page by page until exhausted or until maxResults is reached. If the API’s response ever omits Results, consider gracefully handling that scenario to avoid runtime errors.

components/bloomerang/actions/create-donation/create-donation.mjs (2)

1-85: Well-structured donation creation action

This action component follows the standard Pipedream pattern with clear prop definitions, documentation links, and a logical implementation flow.


62-80:

✅ Verification successful

Verify app method and API structure

The component relies on this.bloomerang.createDonation which should be defined in the Bloomerang app file. Also, the amount is used twice in the request (in both the root object and in the designation). This is likely intentional per Bloomerang's API, but it might be worth verifying.


🏁 Script executed:

#!/bin/bash
# Check if the createDonation method is defined in the bloomerang app file
grep -r "createDonation" --include="*.mjs" components/bloomerang/

# Also look for any API documentation or comments about donation structure
grep -r "donation.*amount" --include="*.mjs" components/bloomerang/

Length of output: 334


Verified: Bloomerang Create Donation API Usage is Correct

  • The createDonation method is correctly defined in components/bloomerang/bloomerang.app.mjs.
  • The duplication of the amount field—once at the root level and once within the Designations array—appears to follow Bloomerang's API structure.

No changes are necessary at this time.

components/bloomerang/package.json (1)

3-4: Package updates look good - version bump and proper dependencies added.

The version increment from 0.0.1 to 0.1.0 appropriately reflects the significant additions to the Bloomerang component. Adding the @pipedream/platform dependency is necessary for the new source components. The JSON structure is also properly formatted.

Also applies to: 14-17

components/bloomerang/sources/new-interaction/new-interaction.mjs (1)

1-22: Well-structured source component implementation.

The New Interaction source follows the Pipedream component best practices:

  • Extends the common base module for code reuse
  • Clear naming and descriptive purpose
  • Proper versioning starting at 0.0.1
  • Appropriate deduplication strategy
  • Well-defined methods for fetching and summarizing data

The component effectively leverages the app's listInteractions method and provides a clear summary format for new interactions.

lcaresia
lcaresia previously approved these changes Apr 7, 2025
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Actionable comments posted: 2

🧹 Nitpick comments (2)
components/bloomerang/actions/create-constituent/create-constituent.mjs (2)

99-99: Fix grammar in the description.

Replace "An website" with "A website" or "Website" for clarity.

- description: "An website of the constituent",
+ description: "A website of the constituent",

129-134: Consider omitting fields for non-Individual constituents.

While toggling UI visibility is helpful, consider conditionally excluding hidden fields from the request payload to avoid confusion or potential data conflicts.

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🔇 Additional comments (1)
components/bloomerang/bloomerang.app.mjs (1)

168-194: Pagination logic is concise and practical.

No concerns regarding performance or correctness—this approach nicely handles iteration of paginated results.

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Actionable comments posted: 0

🧹 Nitpick comments (4)
components/bloomerang/bloomerang.app.mjs (4)

65-83: Consider unifying the repetitive logic in prop definitions

You can extract shared pagination code (skip/take approach) into a helper or generator for all similar prop definitions to reduce duplication.


86-94: Use standard header capitalization and consider including Content-Type

Although all-lowercase header names work, it's conventional to use 'Accept': 'application/json'. Also, if you plan to send JSON payloads, adding "Content-Type": "application/json" ensures correct MIME type handling.


95-103: Optional: add error handling for more robust requests

Wrapping the axios call in a try/catch lets you log or manage errors gracefully, providing better clarity on API failures.


104-160: Consider creating a unified helper for similar list methods

You could replace functions like listConstituents, listInteractions, etc., with a single listResource(path, opts) to reduce repetition and simplify maintenance.

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🔇 Additional comments (7)
components/bloomerang/bloomerang.app.mjs (7)

1-2: No issues found with the initial imports


7-26: Prop definition for constituentId is well-structured


27-45: Prop definition for fundId looks correct


46-64: Prop definition for campaignId is properly implemented


65-83: Prop definition for appealId is functioning as expected


104-160: List and create methods appear correct


161-187: Pagination logic is well-implemented

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/approve

@luancazarine luancazarine merged commit b598626 into master Apr 9, 2025
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@luancazarine luancazarine deleted the issue-16081 branch April 9, 2025 21:04
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