@erxes/api-shared 3.2.21-1 → 3.2.22-1

package/src/core-modules/automations/conditionals.test.ts

@@ -0,0 +1,302 @@
+import {
+  applyAutomationConditionals,
+  AUTOMATION_CONDITIONALS_KEY,
+  formatConditionalToken,
+  isAutomationConditionMatched,
+  parseConditionalToken,
+  TAutomationConditional,
+  validateAutomationConditional,
+} from './conditionals';
+import { IAutomationExecution } from './definitions/executions';
+import { replaceOutputPlaceholders } from './outputResolvers';
+
+jest.mock('./outputResolvers', () => ({
+  replaceOutputPlaceholders: jest.fn(),
+}));
+
+const mockedReplace = jest.mocked(replaceOutputPlaceholders);
+
+// Stands in for the real resolver: `{{ name }}` reads from this run's values
+const runValues: Record<string, unknown> = {};
+
+const execution = { target: {} } as unknown as IAutomationExecution;
+
+const assigneeConditional: TAutomationConditional = {
+  keys: ['assigneeId'],
+  label: 'Assignee',
+  rows: [
+    {
+      id: 'r1',
+      conditions: [
+        { kind: 'value', left: '{{ priority }}', operator: 'e', right: '4' },
+        {
+          kind: 'value',
+          left: '{{ secrecy }}',
+          operator: 'dne',
+          right: 'нууцлалтай',
+        },
+      ],
+      values: { assigneeId: '[[ user.bat ]]' },
+    },
+    {
+      id: 'r2',
+      conditions: [
+        { kind: 'value', left: '{{ category }}', operator: 'e', right: 'road' },
+      ],
+      values: { assigneeId: '[[ user.dorj ]]' },
+    },
+  ],
+  otherwise: { assigneeId: '[[ user.admin ]]' },
+};
+
+beforeEach(() => {
+  for (const key of Object.keys(runValues)) {
+    delete runValues[key];
+  }
+
+  mockedReplace.mockReset();
+  mockedReplace.mockImplementation(async ({ values }) =>
+    Object.fromEntries(
+      Object.entries(values).map(([key, value]) => {
+        const match = String(value).match(/^\{\{\s*(\w+)\s*\}\}$/);
+
+        return [key, match ? runValues[match[1]] ?? '' : value];
+      }),
+    ),
+  );
+});
+
+const noSegments = async () => false;
+
+describe('conditional tokens', () => {
+  it('round-trips and tolerates spacing', () => {
+    expect(formatConditionalToken('k3x')).toBe('<< cond:k3x >>');
+    expect(parseConditionalToken('<< cond:k3x >>')).toBe('k3x');
+    expect(parseConditionalToken('<<cond:k3x>>')).toBe('k3x');
+  });
+
+  it('ignores text that only mentions a token', () => {
+    expect(parseConditionalToken('Hello << cond:k3x >>')).toBeNull();
+    expect(parseConditionalToken('{{ cond.k3x }}')).toBeNull();
+    expect(parseConditionalToken(42)).toBeNull();
+  });
+});
+
+describe('isAutomationConditionMatched', () => {
+  it('keeps split operator meanings', () => {
+    expect(isAutomationConditionMatched('4', 'e', '4')).toBe(true);
+    expect(isAutomationConditionMatched('4', 'dne', '4')).toBe(false);
+    expect(isAutomationConditionMatched('Хог овоорсон', 'c', 'хог')).toBe(true);
+    expect(isAutomationConditionMatched(10, 'numberigt', '5')).toBe(true);
+    expect(isAutomationConditionMatched('', 'ins', undefined)).toBe(true);
+    expect(isAutomationConditionMatched(true, 'it', undefined)).toBe(true);
+    expect(isAutomationConditionMatched('x', 'unknown', 'x')).toBe(false);
+  });
+});
+
+describe('validateAutomationConditional', () => {
+  it('accepts a complete conditional', () => {
+    expect(
+      validateAutomationConditional(assigneeConditional, {
+        requiredKeys: ['assigneeId'],
+      }),
+    ).toEqual([]);
+  });
+
+  it('names every missing piece', () => {
+    const errors = validateAutomationConditional(
+      {
+        keys: ['assigneeId'],
+        rows: [
+          {
+            id: 'r1',
+            conditions: [
+              { kind: 'value', left: '', operator: 'e', right: '' },
+              { kind: 'value', left: '{{ x }}', operator: 'is' },
+              { kind: 'segment', segmentId: '' },
+            ],
+            values: {},
+          },
+          { id: 'r2', conditions: [], values: { assigneeId: 'a' } },
+        ],
+        otherwise: {},
+      },
+      { requiredKeys: ['assigneeId'] },
+    );
+
+    expect(errors).toEqual([
+      'Row 1, condition 1: pick a value to check',
+      'Row 1, condition 1: enter a value to compare with',
+      'Row 1, condition 3: pick a segment',
+      'Row 1: set a value',
+      'Row 2: add at least one condition',
+      'Otherwise: set a value',
+    ]);
+  });
+
+  it('lets an optional field fall back to nothing', () => {
+    expect(
+      validateAutomationConditional({ ...assigneeConditional, otherwise: {} }),
+    ).toEqual([]);
+  });
+});
+
+describe('applyAutomationConditionals', () => {
+  const config = {
+    channelId: 'c1',
+    assigneeId: formatConditionalToken('k3x'),
+    [AUTOMATION_CONDITIONALS_KEY]: { k3x: assigneeConditional },
+  };
+
+  it('uses the first row whose conditions all hold', async () => {
+    runValues.priority = '4';
+    runValues.secrecy = 'нээлттэй';
+    runValues.category = 'road';
+
+    const result = await applyAutomationConditionals({
+      subdomain: 'test',
+      execution,
+      config,
+      isInSegment: noSegments,
+    });
+
+    expect(result.config).toEqual({
+      channelId: 'c1',
+      assigneeId: '[[ user.bat ]]',
+    });
+    expect(result.matches).toEqual({ k3x: 'r1' });
+    expect(result.missing).toEqual([]);
+  });
+
+  it('falls to otherwise when no row holds', async () => {
+    runValues.priority = '2';
+
+    const result = await applyAutomationConditionals({
+      subdomain: 'test',
+      execution,
+      config,
+      isInSegment: noSegments,
+    });
+
+    expect(result.config.assigneeId).toBe('[[ user.admin ]]');
+    expect(result.matches).toEqual({ k3x: 'otherwise' });
+  });
+
+  it('patches every key the conditional owns, inside arrays too', async () => {
+    runValues.priority = '4';
+
+    const result = await applyAutomationConditionals({
+      subdomain: 'test',
+      execution,
+      config: {
+        rules: [
+          {
+            field: 'content',
+            value: formatConditionalToken('m9a'),
+            contentJson: { old: true },
+          },
+        ],
+        [AUTOMATION_CONDITIONALS_KEY]: {
+          m9a: {
+            keys: ['value', 'contentJson'],
+            rows: [
+              {
+                id: 'r1',
+                conditions: [
+                  {
+                    kind: 'value',
+                    left: '{{ priority }}',
+                    operator: 'e',
+                    right: '4',
+                  },
+                ],
+                values: { value: '<p>Urgent</p>', contentJson: { urgent: 1 } },
+              },
+            ],
+            otherwise: { value: '<p>Normal</p>', contentJson: {} },
+          },
+        },
+      },
+      isInSegment: noSegments,
+    });
+
+    expect(result.config).toEqual({
+      rules: [
+        {
+          field: 'content',
+          value: '<p>Urgent</p>',
+          contentJson: { urgent: 1 },
+        },
+      ],
+    });
+  });
+
+  it('decides a repeated condition once', async () => {
+    runValues.priority = '1';
+    const asked: string[] = [];
+
+    await applyAutomationConditionals({
+      subdomain: 'test',
+      execution,
+      config: {
+        a: formatConditionalToken('one'),
+        b: formatConditionalToken('two'),
+        [AUTOMATION_CONDITIONALS_KEY]: {
+          one: {
+            keys: ['a'],
+            rows: [
+              {
+                id: 'r1',
+                conditions: [{ kind: 'segment', segmentId: 'seg-1' }],
+                values: { a: 'x' },
+              },
+            ],
+            otherwise: { a: 'y' },
+          },
+          two: {
+            keys: ['b'],
+            rows: [
+              {
+                id: 'r1',
+                conditions: [{ kind: 'segment', segmentId: 'seg-1' }],
+                values: { b: 'x' },
+              },
+            ],
+            otherwise: { b: 'y' },
+          },
+        },
+      },
+      isInSegment: async (segmentId) => {
+        asked.push(segmentId);
+        return true;
+      },
+    });
+
+    expect(asked).toEqual(['seg-1']);
+  });
+
+  it('reports a token whose rules are gone instead of passing it on', async () => {
+    const result = await applyAutomationConditionals({
+      subdomain: 'test',
+      execution,
+      config: { assigneeId: formatConditionalToken('gone') },
+      isInSegment: noSegments,
+    });
+
+    expect(result.missing).toEqual(['gone']);
+    expect(result.config.assigneeId).toBe('');
+  });
+
+  it('leaves a config without conditionals untouched', async () => {
+    const result = await applyAutomationConditionals({
+      subdomain: 'test',
+      execution,
+      config: { name: '{{ trigger.title }}', tags: ['a'] },
+      isInSegment: noSegments,
+    });
+
+    expect(result.config).toEqual({ name: '{{ trigger.title }}', tags: ['a'] });
+    expect(result.matches).toEqual({});
+    expect(mockedReplace).not.toHaveBeenCalled();
+  });
+});

package/src/core-modules/automations/conditionals.ts

@@ -0,0 +1,403 @@
+import { IAutomationExecution } from './definitions/executions';
+import { replaceOutputPlaceholders } from './outputResolvers';
+
+/**
+ * A field whose value depends on the run holds a token instead of a value;
+ * the rules behind it live in the action config under this key. The engine
+ * swaps tokens for the first matching row before the action ever sees its
+ * config, so no action has to know conditionals exist.
+ */
+export const AUTOMATION_CONDITIONALS_KEY = '_conditionals';
+
+const CONDITIONAL_TOKEN_REGEX = /^<<\s*cond:([A-Za-z0-9_-]+)\s*>>$/;
+
+export const formatConditionalToken = (id: string) => `<< cond:${id} >>`;
+
+// The whole value must be the token, so text that merely mentions one is left alone
+export const parseConditionalToken = (value: unknown): string | null => {
+  if (typeof value !== 'string') {
+    return null;
+  }
+
+  const match = value.match(CONDITIONAL_TOKEN_REGEX);
+
+  return match ? match[1] : null;
+};
+
+export type TAutomationValueCondition = {
+  kind: 'value';
+  left: string;
+  operator: string;
+  right?: string;
+  meta?: Record<string, unknown>;
+};
+
+export type TAutomationSegmentCondition = {
+  kind: 'segment';
+  segmentId: string;
+};
+
+export type TAutomationCondition =
+  | TAutomationValueCondition
+  | TAutomationSegmentCondition;
+
+export type TAutomationConditionalRow = {
+  id: string;
+  conjunction?: 'and' | 'or';
+  conditions: TAutomationCondition[];
+  values: Record<string, unknown>;
+};
+
+export type TAutomationConditional = {
+  keys: string[];
+  label?: string;
+  rows: TAutomationConditionalRow[];
+  otherwise: Record<string, unknown>;
+};
+
+export type TAutomationConditionals = Record<string, TAutomationConditional>;
+
+// Operators that test presence or truth and take no right-hand value
+export const AUTOMATION_UNARY_OPERATORS = [
+  'is',
+  'ins',
+  'dateis',
+  'dateins',
+  'it',
+  'if',
+];
+
+const isEmptyValue = (value: unknown) =>
+  value === undefined ||
+  value === null ||
+  value === '' ||
+  (Array.isArray(value) && !value.length);
+
+const normalizeDate = (value: unknown) => {
+  const date =
+    value instanceof Date ? value : new Date(value as string | number);
+
+  return Number.isNaN(date.getTime()) ? null : date.getTime();
+};
+
+const compareDates = (
+  actual: unknown,
+  expected: unknown,
+  compare: (a: number, b: number) => boolean,
+) => {
+  const actualDate = normalizeDate(actual);
+  const expectedDate = normalizeDate(expected);
+
+  return actualDate !== null && expectedDate !== null
+    ? compare(actualDate, expectedDate)
+    : false;
+};
+
+/** Split and conditional values share one meaning per operator. */
+export const isAutomationConditionMatched = (
+  actualValue: unknown,
+  operator: string | undefined,
+  expectedValue: unknown,
+) => {
+  switch (operator) {
+    case 'e':
+      return actualValue === expectedValue;
+
+    case 'numbere':
+      return Number(actualValue) === Number(expectedValue);
+
+    case 'dne':
+      return actualValue !== expectedValue;
+
+    case 'numberdne':
+      return Number(actualValue) !== Number(expectedValue);
+
+    case 'c':
+      return String(actualValue || '')
+        .toLowerCase()
+        .includes(String(expectedValue || '').toLowerCase());
+
+    case 'dnc':
+      return !String(actualValue || '')
+        .toLowerCase()
+        .includes(String(expectedValue || '').toLowerCase());
+
+    case 'it':
+      return actualValue === true;
+
+    case 'if':
+      return actualValue === false;
+
+    case 'is':
+    case 'dateis':
+      return !isEmptyValue(actualValue);
+
+    case 'ins':
+    case 'dateins':
+      return isEmptyValue(actualValue);
+
+    case 'numberigt':
+      return Number(actualValue) >= Number(expectedValue);
+
+    case 'numberilt':
+      return Number(actualValue) <= Number(expectedValue);
+
+    case 'dateigt':
+      return compareDates(actualValue, expectedValue, (a, b) => a >= b);
+
+    case 'dateilt':
+      return compareDates(actualValue, expectedValue, (a, b) => a <= b);
+
+    default:
+      return false;
+  }
+};
+
+/** Problems that keep a conditional from running; empty when it can. */
+export const validateAutomationConditional = (
+  conditional: TAutomationConditional,
+  { requiredKeys = [] }: { requiredKeys?: string[] } = {},
+) => {
+  const errors: string[] = [];
+
+  if (!conditional.rows.length) {
+    errors.push('Add at least one condition row');
+  }
+
+  conditional.rows.forEach((row, rowIndex) => {
+    const at = `Row ${rowIndex + 1}`;
+
+    if (!row.conditions.length) {
+      errors.push(`${at}: add at least one condition`);
+    }
+
+    row.conditions.forEach((condition, conditionIndex) => {
+      const where = `${at}, condition ${conditionIndex + 1}`;
+
+      if (condition.kind === 'segment') {
+        if (!condition.segmentId) {
+          errors.push(`${where}: pick a segment`);
+        }
+
+        return;
+      }
+
+      if (!condition.left?.trim()) {
+        errors.push(`${where}: pick a value to check`);
+      }
+
+      if (!condition.operator) {
+        errors.push(`${where}: pick an operator`);
+      } else if (
+        !AUTOMATION_UNARY_OPERATORS.includes(condition.operator) &&
+        isEmptyValue(condition.right)
+      ) {
+        errors.push(`${where}: enter a value to compare with`);
+      }
+    });
+
+    for (const key of conditional.keys) {
+      if (isEmptyValue(row.values?.[key])) {
+        errors.push(`${at}: set a value`);
+        break;
+      }
+    }
+  });
+
+  for (const key of requiredKeys) {
+    if (isEmptyValue(conditional.otherwise?.[key])) {
+      errors.push('Otherwise: set a value');
+      break;
+    }
+  }
+
+  return errors;
+};
+
+const conditionCacheKey = (condition: TAutomationCondition) =>
+  condition.kind === 'segment'
+    ? `segment|${condition.segmentId}`
+    : `value|${condition.left}|${condition.operator}|${condition.right ?? ''}`;
+
+type TConditionEvaluator = (
+  condition: TAutomationCondition,
+) => Promise<boolean>;
+
+// One answer per distinct condition for the whole action, however many
+// fields repeat it
+const createConditionEvaluator = ({
+  subdomain,
+  execution,
+  isInSegment,
+}: {
+  subdomain: string;
+  execution: IAutomationExecution;
+  isInSegment: (segmentId: string) => Promise<boolean>;
+}): TConditionEvaluator => {
+  const answers = new Map<string, Promise<boolean>>();
+
+  const evaluate = async (condition: TAutomationCondition) => {
+    if (condition.kind === 'segment') {
+      return isInSegment(condition.segmentId);
+    }
+
+    const resolved = await replaceOutputPlaceholders({
+      subdomain,
+      execution,
+      values: { left: condition.left, right: condition.right ?? '' },
+      defaultValue: '',
+      keepUnresolvedPlaceholders: false,
+    });
+
+    return isAutomationConditionMatched(
+      resolved.left,
+      condition.operator,
+      resolved.right,
+    );
+  };
+
+  return (condition) => {
+    const key = conditionCacheKey(condition);
+
+    if (!answers.has(key)) {
+      answers.set(key, evaluate(condition));
+    }
+
+    return answers.get(key) as Promise<boolean>;
+  };
+};
+
+const isRowMatched = async (
+  row: TAutomationConditionalRow,
+  evaluate: TConditionEvaluator,
+) => {
+  if (!row.conditions.length) {
+    return false;
+  }
+
+  if (row.conjunction === 'or') {
+    for (const condition of row.conditions) {
+      if (await evaluate(condition)) {
+        return true;
+      }
+    }
+
+    return false;
+  }
+
+  for (const condition of row.conditions) {
+    if (!(await evaluate(condition))) {
+      return false;
+    }
+  }
+
+  return true;
+};
+
+const isRecord = (value: unknown): value is Record<string, unknown> =>
+  typeof value === 'object' && value !== null && !Array.isArray(value);
+
+/**
+ * Returns the config the action should run with: every token replaced by its
+ * first matching row (or otherwise), the conditionals key removed, and which
+ * row each conditional used. Tokens without a conditional are reported, never
+ * passed through as text.
+ */
+export const applyAutomationConditionals = async ({
+  subdomain,
+  execution,
+  config,
+  isInSegment,
+}: {
+  subdomain: string;
+  execution: IAutomationExecution;
+  config: Record<string, unknown> | undefined;
+  isInSegment: (segmentId: string) => Promise<boolean>;
+}) => {
+  const { [AUTOMATION_CONDITIONALS_KEY]: rawConditionals, ...rest } =
+    config || {};
+  const conditionals = (
+    isRecord(rawConditionals) ? rawConditionals : {}
+  ) as TAutomationConditionals;
+
+  const evaluate = createConditionEvaluator({
+    subdomain,
+    execution,
+    isInSegment,
+  });
+  const matches: Record<string, string> = {};
+  const missing: string[] = [];
+  const chosenById = new Map<string, Record<string, unknown>>();
+
+  const choose = async (id: string, conditional: TAutomationConditional) => {
+    if (!chosenById.has(id)) {
+      let chosen: { rowId: string; values: Record<string, unknown> } = {
+        rowId: 'otherwise',
+        values: conditional.otherwise || {},
+      };
+
+      for (const row of conditional.rows || []) {
+        if (await isRowMatched(row, evaluate)) {
+          chosen = { rowId: row.id, values: row.values || {} };
+          break;
+        }
+      }
+
+      matches[id] = chosen.rowId;
+      chosenById.set(id, {
+        ...(conditional.otherwise || {}),
+        ...chosen.values,
+      });
+    }
+
+    return chosenById.get(id) as Record<string, unknown>;
+  };
+
+  const walk = async (node: unknown): Promise<unknown> => {
+    if (Array.isArray(node)) {
+      return Promise.all(node.map(walk));
+    }
+
+    if (!isRecord(node)) {
+      return node;
+    }
+
+    const next: Record<string, unknown> = {};
+    const patches: Record<string, unknown>[] = [];
+
+    for (const [key, value] of Object.entries(node)) {
+      const id = parseConditionalToken(value);
+
+      if (!id) {
+        next[key] = await walk(value);
+        continue;
+      }
+
+      const conditional = conditionals[id];
+
+      if (!conditional) {
+        missing.push(id);
+        next[key] = '';
+        continue;
+      }
+
+      const chosen = await choose(id, conditional);
+      const keys = conditional.keys?.length ? conditional.keys : [key];
+
+      patches.push(
+        Object.fromEntries(
+          keys.map((patchKey) => [patchKey, chosen[patchKey]]),
+        ),
+      );
+    }
+
+    // Siblings a conditional owns are overwritten after the plain values
+    return Object.assign(next, ...patches);
+  };
+
+  return {
+    config: (await walk(rest)) as Record<string, unknown>,
+    matches,
+    missing,
+  };
+};

package/src/core-modules/automations/definitions/executions.ts

@@ -27,6 +27,8 @@ export interface IAutomationExecAction {
   attempt?: number;
   // Set on workflow node actions: links to the child execution for drill-in
   childExecutionId?: string;
+  // Which row each conditional value used, keyed by conditional id
+  conditionalMatches?: Record<string, string>;
   // Deferred actions only: matches the completion callback to this attempt so
   // a stale or retried job can never overwrite a newer one.
   jobId?: string;
@@ -120,6 +122,7 @@ const execActionSchema = new Schema({
   nextActionId: { type: String },
   result: { type: Object },
   childExecutionId: { type: String },
+  conditionalMatches: { type: Object },
   errorCode: { type: String },
   skipReason: { type: String },
   attempt: { type: Number },