@bigbinary/neeto-rules-frontend 0.3.5 → 0.3.6
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +12 -458
- package/dist/index.cjs.js +705 -2816
- package/dist/index.cjs.js.map +1 -1
- package/dist/index.js +685 -2795
- package/dist/index.js.map +1 -1
- package/package.json +140 -113
- package/types.d.ts +3 -0
- package/dist/main.css +0 -2
- package/dist/main.css.map +0 -1
- /package/{src → app/javascript/src}/translations/en.json +0 -0
- /package/{src → app/javascript/src}/translations/fr.json +0 -0
- /package/{src → app/javascript/src}/translations/index.js +0 -0
package/README.md
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#
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# neeto-rules-nano
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This repo acts as the source of truth for the new nano's structure, configs,
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data etc.
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# Local Development Setup
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```
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1. Setup
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[Instructions](https://github.com/bigbinary/neeto-engineering/tree/main/Local-Development-Setup).
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proper functioning of the package. Install all the peer dependencies using the
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below command:
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2. Run `yarn build` to bundle the app.
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```
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3. Visit http://spinkart.lvh.me:9100 and login with email `oliver@example.com`
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and password `welcome`.
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# Publish instructions
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{({ formattedValues, values, ...formikBag }) => (
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<>
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<InputField name="name" data={initialProps} />
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<TextareaField name="description" data={initialProps} />
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<SelectField name="projectId" data={initialProps} />
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<Events name="events" data={initialProps} performerName="performer" />
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<Card title="Conditions">
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<Conditions name="conditions" data={initialProps} />
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</Card>
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<Actions name="actions" data={initialProps} />
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</>
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)}
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</NeetoRulesForm>
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```
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```jsx
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<RulePreview {...{ isLoading, isOpen, ruleDetails, onClose }} />
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```
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## NeetoRules API
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| Prop Name | Description |
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| ------------ | ------------------------------------------------------------------------------------------------------------------ |
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| data | Object `{ [fieldName] : FieldProps }` [FieldProps](#field-props) |
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| children | `children?: React.ReactNode ({ formattedValues, ...props: FormikProps<Values>}) => ReactNode` |
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| className | To provide external classnames to Form component. `string` |
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| handleSubmit | `(values: Values, formikBag: FormikBag) => void` [FormikBag](https://formik.org/docs/api/withFormik#the-formikbag) |
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| handleCancel | Callback on clicking Form cancel button. |
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### Field Props
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| Prop | Description |
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| ---------------- | --------------------------------------------------------------------------------------------------- |
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| name | Name of the field `string` |
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| label | To specify the text to be displayed above the field. `string` |
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| type | Type of the field. [Supported Field Types](#field-types) `string` |
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| value | Default value of the Field. It can be string or array based on the field type. |
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| componentProps | Component specific props. [Component Props](#component-props) |
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| options | `[{ label: "", value: ""}]` For [Field Types](#field-types) `radio`, `dropdown` and `multi-select`. |
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| conditionOptions | If [Field Type](#field-types) is `condition` [Options](#options) |
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| eventOptions | If [Field Type](#field-types) is `events` [Options](#options) |
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| actionOptions | If [Field Type](#field-types) is `actions` [Options](#options) |
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#### Options
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| Prop | Description |
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| --------------- | --------------------------------------------------------------------- |
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| label | Option label `string` |
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| value | Option value `string` |
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| type | Type of the option field |
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| dropdownOptions | If the `type` is `dropdown`, `multi-select`, or `multi-select-create` |
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### Field Types
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- `text`
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- `long-text`
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- `dropdown`
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- `multi-select`
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- `radio`
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- `events`
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- `actions`
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- `condition`
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### Component Props
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| Prop | Description | Default value |
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| -------- | ---------------------------------------------------------------- | ------------- |
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| required | To specify whether the input field is required or not. `Boolean` | `true` |
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## Custom Action Component
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**neetoRulesFrontend** allows to pass custom action components from host
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application. Below is an example for customize task component which is being
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sent by neeto-crm in action options.
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```jsx
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{
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label: "Add task",
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value: "add_task",
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placeholder: "Task",
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component: TaskComponent,
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validation: TASK_VALIDATION,
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},
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```
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## Field Components
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### InputField
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```jsx
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const initialProps = {
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...otherProps,
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firstName: {
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label: "First Name",
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type: "text",
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value: "", // Default value.
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componentProps: {
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placeholder: "Enter name",
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},
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},
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};
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<InputField name="firstName" data={initialProps} />;
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```
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#### API
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| Prop | Description |
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| data | The same `initialProp` that is passed to `data` prop in `NeetoRulesForm`. |
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| name | Name of the field. The name should be same as that in the initialProp. |
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| label | To specify the text to be displayed above the field. `string` |
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### TextareaField
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```jsx
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const initialProps = {
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...otherProps,
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description: {
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label: "Description",
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type: "long-text",
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value: "", // Default value.
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},
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};
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<TextareaField name="description" data={initialProps} />;
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```
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#### API
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| Prop | Description |
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| ----- | ------------------------------------------------------------------------------- |
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| data | The same `initialProp` that is passed to `data` prop in `NeetoRulesForm`. |
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| name | Name of the field. The name should be same as that in the initialProp. `string` |
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| label | To specify the text to be displayed above the field. `string` |
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### SelectField
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```jsx
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const initialProps = {
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...otherProps,
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user: {
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label: "Project",
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type: "dropdown",
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options: [{ label: "Oliver", value: "oliver" }],
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value: "oliver", // Default selected option will be Oliver
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},
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};
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<SelectField name="user" data={initialProps} />;
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```
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#### API
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| Prop | Description |
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| -------- | ------------------------------------------------------------------------- |
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| data | The same `initialProp` that is passed to `data` prop in `NeetoRulesForm`. |
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| name | Name of the field. The name should be same as that in the initialProp. |
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| label | To specify the text to be displayed above the field. `string` |
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| options | To provide options for the Select input. `[{label, value}]`. |
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| onChange | `(value, setValue) => void` `setValue` is to set the new value |
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### MultiSelectField
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```jsx
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const initialProps = {
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...otherProps,
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users: {
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label: "Projects",
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type: "multi-select",
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options: [
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{ label: "Oliver", value: "oliver" },
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{ label: "John", value: "john" },
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],
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value: ["oliver"], // Default selected option will be Oliver
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},
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};
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<MultiSelectField name="users" data={initialProps} />;
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```
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#### API
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| Prop | Description |
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| -------- | ------------------------------------------------------------------------- |
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| data | The same `initialProp` that is passed to `data` prop in `NeetoRulesForm`. |
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| name | Name of the field. The name should be same as that in the initialProp. |
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| label | To specify the text to be displayed above the field. `string` |
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| options | To provide options for the Select input. `[{label, value}]` |
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| onChange | `(value, setValue) => void` `setValue` is to set the new value |
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### RadioField
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```jsx
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const initialProps = {
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...otherProps,
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performer: {
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label: "Performer",
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type: "radio",
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value: "any", // Default selected value will be "any"
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options: [
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{ label: "Admin", value: "admin" },
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{ label: "Any", value: "any" },
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],
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},
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};
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<RadioField name="performer" data={initialProps} />;
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```
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#### API
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| Prop | Description |
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| data | The same `initialProp` that is passed to `data` prop in `NeetoRulesForm`. |
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| name | Name of the field. The name should be same as that in the initialProp. |
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| label | To specify the text to be displayed above the field. `string` |
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| options | To provide options for the Radio input. `[{label, value}]` |
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### EventConditions
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```jsx
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const initialProps = {
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...otherProps,
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events: {
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label: "Events",
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type: "events",
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value: [{ id: "1", name: "created" }], // Default value
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eventOptions: [
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{ label: "Created", value: "created" },
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{ label: "Updated", value: "updated" },
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{ label: "Assigned", value: "deleted" },
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],
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defaultData: {
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name: "deleted",
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performer: "admin",
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message: "When deleted by admin",
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},
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},
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};
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<EventConditions
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name="events"
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data={initialProps}
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performerName="performer"
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conditionsName="conditions"
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/>;
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```
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#### API
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| Prop | Description |
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| -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- |
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| data | The same `initialProp` that is passed to `data` prop in `NeetoRulesForm`. |
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| name | Name of the field. The name should be same as that in the initialProp |
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| performerName | Name of the performer field. The performerName should be same as that in the initialProp |
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| conditionsName | Name of the conditions field. The conditionsName should be same as that in the initialProp |
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| label | To specify the text to be displayed above the field. `string` |
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| onSelectEvent | `(name, selectedOption) => void` This method will trigger when we select an event option. The `name` is to refer the event in the formik context. |
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### Conditions
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```jsx
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const initialProps = {
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...otherProps,
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conditions: {
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label: "Conditions",
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type: "condition",
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conditionOptions: [
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{
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value: "status",
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label: "Status",
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type: "dropdown", // Types : text, number, email, decimal, url, dropdown, multi-select, multi-select-create, date.
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allowMatching: ["is", "is_not", "any_of", "none_of"],
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dropdownOptions: [
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{ label: "Open", value: "open" },
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{ label: "Closed", value: "closed" },
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],
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additionalData: {
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any_of: "multi-select",
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none_of: "multi-select",
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},
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},
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{
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value: "name",
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label: "Name",
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type: "text",
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allowMatching: ["is", "is_not"],
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},
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{
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value: "tags",
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label: "Tags",
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type: "multi-select-create",
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allowMatching: ["contains_any_of", "contains_none_of"],
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},
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],
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value: [
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{
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id: "1",
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field: "status",
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verb: "is",
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metadata: { value: "open" },
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joinType: "and_operator",
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327
|
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},
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328
|
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{
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329
|
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id: "2",
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|
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field: "name",
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331
|
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verb: "is",
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332
|
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metadata: { value: "Test" },
|
|
333
|
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joinType: "and_operator",
|
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334
|
-
},
|
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|
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{
|
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|
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id: "3",
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|
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field: "tags",
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|
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verb: "contains_any_of",
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339
|
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metadata: { values: ["Test", "Open"] },
|
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|
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joinType: "and_operator",
|
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341
|
-
},
|
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342
|
-
],
|
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|
-
},
|
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|
-
};
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|
-
|
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346
|
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<Card title="Conditions">
|
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347
|
-
<Conditions name="conditions" data={initialProps} />
|
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348
|
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</Card>;
|
|
349
|
-
```
|
|
350
|
-
|
|
351
|
-
#### API
|
|
352
|
-
|
|
353
|
-
| Prop | Description |
|
|
354
|
-
| ------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
|
|
355
|
-
| data | The same `initialProp` that is passed to `data` prop in `NeetoRulesForm`. |
|
|
356
|
-
| name | Name of the field. The name should be same as that in the initialProp |
|
|
357
|
-
| label | To specify the text to be displayed above the field. `string` |
|
|
358
|
-
| onSelectCondition | `(name, selectedOption) => void` This method will trigger when we select a condition. The `name` is to refer the condition in the formik context. |
|
|
359
|
-
| selectedConditionOptions | `(selectedCondition)=> [{label, value}]` To provide options for the selected condition if the type of selected condition is `dropdown`, `multi-select`, or `multi-select-create`. |
|
|
360
|
-
| isCallback | To specify if there is a preview callback function for the conditions. `Boolean` |
|
|
361
|
-
| previewCallback | `(conditions) => void` This method will trigger when we click the preview button of the conditions. |
|
|
362
|
-
|
|
363
|
-
### Actions
|
|
364
|
-
|
|
365
|
-
```jsx
|
|
366
|
-
const initialProps = {
|
|
367
|
-
...otherProps,
|
|
368
|
-
actions: {
|
|
369
|
-
label: "Actions",
|
|
370
|
-
type: "actions",
|
|
371
|
-
actionOptions: [
|
|
372
|
-
{
|
|
373
|
-
value: "add_tags",
|
|
374
|
-
label: "Add Tags",
|
|
375
|
-
type: "multiSelect", // Types : emailToIds, emailTo, email, dropdown, list, multiSelect, note, date, text, textarea, decimal, number, regex, longText
|
|
376
|
-
hideSeparator: true,
|
|
377
|
-
placeholder: "Select tags",
|
|
378
|
-
dropdownOptions: [
|
|
379
|
-
{ label: "Open", value: "open" },
|
|
380
|
-
{ label: "Close", value: "close" },
|
|
381
|
-
{ label: "Hold", value: "hold" },
|
|
382
|
-
],
|
|
383
|
-
},
|
|
384
|
-
{
|
|
385
|
-
value: "email_to",
|
|
386
|
-
label: "Email To",
|
|
387
|
-
type: "emailToIds",
|
|
388
|
-
separator: "as",
|
|
389
|
-
hideSubject: true, // Hide subject field if this prop is true
|
|
390
|
-
},
|
|
391
|
-
{
|
|
392
|
-
value: "send_sms",
|
|
393
|
-
label: "Send sms",
|
|
394
|
-
type: "longText",
|
|
395
|
-
},
|
|
396
|
-
],
|
|
397
|
-
value: [
|
|
398
|
-
{
|
|
399
|
-
id: "1",
|
|
400
|
-
name: "email_to", // Specify the value of the selected action.
|
|
401
|
-
metadata: { emails: ["a@a.com"], subject: "test", body: "test" },
|
|
402
|
-
},
|
|
403
|
-
{
|
|
404
|
-
id: "2",
|
|
405
|
-
name: "add_tags",
|
|
406
|
-
metadata: { values: ["close"] },
|
|
407
|
-
},
|
|
408
|
-
],
|
|
409
|
-
},
|
|
410
|
-
};
|
|
411
|
-
|
|
412
|
-
<Actions name="fieldName" data={initialProps} />;
|
|
413
|
-
```
|
|
414
|
-
|
|
415
|
-
#### API
|
|
416
|
-
|
|
417
|
-
| Prop | Description |
|
|
418
|
-
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
|
|
419
|
-
| data | The same `initialProp` that is passed to `data` prop in `NeetoRulesForm`. |
|
|
420
|
-
| name | Name of the field. The name should be same as that in the initialProp |
|
|
421
|
-
| label | To specify the text to be displayed above the field. `string` |
|
|
422
|
-
| onSelectAction | `(name, selectedOption) => void` This method will trigger when we select an action. The `name` is to refer the action in the formik context. |
|
|
423
|
-
| selectedActionOptions | `(selectedAction)=> [{label, value}]` To provide options for the selected action if the type of selected action is `dropdown`, or `multi-select` |
|
|
424
|
-
|
|
425
|
-
### Example: Refer [Example App](https://github.com/bigbinary/neeto-rules-frontend/blob/main/example/src/App.jsx)
|
|
426
|
-
|
|
427
|
-
## Development
|
|
428
|
-
|
|
429
|
-
Install all the dependencies by executing the following command
|
|
430
|
-
|
|
431
|
-
```zsh
|
|
432
|
-
yarn install
|
|
433
|
-
```
|
|
434
|
-
|
|
435
|
-
Start the development server using the `yarn start` command. `Port: 8080`
|
|
436
|
-
|
|
437
|
-
# Building and releasing.
|
|
438
|
-
|
|
439
|
-
The `@bigbinary/neeto-rules-frontend` package gets published to NPM when we
|
|
440
|
-
merge a PR with `patch`, `minor` or `major` label to the `main` branch. The
|
|
441
|
-
`patch` label is used for bug fixes, `minor` label is used for new features and
|
|
442
|
-
`major` label is used for breaking changes. You can checkout the
|
|
443
|
-
`Create and publish releases` workflow in GitHub Actions to get a live update.
|
|
444
|
-
|
|
445
|
-
In case if you missed to add the label, you can manually publish the package.
|
|
446
|
-
For that first you need to create a PR to update the version number in the
|
|
447
|
-
`package.json` file and merge it to the `main` branch. After merging the PR, you
|
|
448
|
-
need to create a
|
|
449
|
-
[new github release](https://github.com/bigbinary/neeto-rules-frontend/releases/new)
|
|
450
|
-
from main branch. Whenever a new release is created with a new version number,
|
|
451
|
-
the github actions will automatically publish the built package to npm. You can
|
|
452
|
-
checkout the `Publish to npm` workflow in GitHub Actions to get a live update.
|
|
453
|
-
|
|
454
|
-
Please note that before publishing the package, you need to verify the
|
|
455
|
-
functionality in some of the neeto web-apps locally using `yalc` package
|
|
456
|
-
manager. The usage of yalc is explained in this video:
|
|
457
|
-
https://youtu.be/QBiYGP0Rhe0
|
|
458
|
-
|
|
459
|
-
## Integrations
|
|
460
|
-
|
|
461
|
-
| Project | Pages |
|
|
462
|
-
| ----------------- | ----------------------------------------- |
|
|
463
|
-
| neeto-desk-web | Automation rules, Views, Canned responses |
|
|
464
|
-
| neeto-planner-web | Automation rules |
|
|
465
|
-
| neeto-crm-web | Automation rules |
|
|
18
|
+
1. [Engine and package installation](./docs/engine-and-package-installation.md)
|
|
19
|
+
2. [Building and releasing](./docs/building-and-releasing.md)
|