Automation trigger filtering (#14123)
* backend for triggering automation based on filters * frontend for handling triggering automations on filter / old row * lint and bug fix * fix issue with test header * make test data optional * improve safety on trigger gate * add support for running trigger with filter if no change happened but filter matches * update var naming to actually make sense * tests * fix lint * improve gating for shouldTrigger check * remove unecessary cast * unecessary tableId check * frontend text updates * resolving comments * pro * Update packages/types/src/documents/app/automation.ts Co-authored-by: Sam Rose <hello@samwho.dev> * link out to docs for trigger filtering * fix pro * more pr comments * use getAppId --------- Co-authored-by: Sam Rose <hello@samwho.dev>
This commit is contained in:
Peter Clement
GitHub
parent
5e3bec86ed
commit
7fd55fe27d
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@ -16,13 +16,12 @@
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export let enableNaming = true
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let validRegex = /^[A-Za-z0-9_\s]+$/
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let typing = false
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const dispatch = createEventDispatcher()
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$: stepNames = $selectedAutomation?.definition.stepNames
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$: automationName = stepNames?.[block.id] || block?.name || ""
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$: automationNameError = getAutomationNameError(automationName)
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$: status = updateStatus(testResult, isTrigger)
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$: status = updateStatus(testResult)
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$: isHeaderTrigger = isTrigger || block.type === "TRIGGER"
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$: {
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@ -43,7 +42,7 @@
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})
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}
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function updateStatus(results, isTrigger) {
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function updateStatus(results) {
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if (!results) {
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return {}
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}
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@ -56,7 +55,6 @@
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return { negative: true, message: "Error" }
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}
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}
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const getAutomationNameError = name => {
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if (stepNames) {
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for (const [key, value] of Object.entries(stepNames)) {
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@ -12,14 +12,31 @@
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let blocks
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function prepTestResults(results) {
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return results?.steps.filter(x => x.stepId !== ActionStepID.LOOP || [])
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if (results.message) {
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return [
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{
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inputs: {},
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outputs: {
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success: results.outputs?.success || false,
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status: results.outputs?.status || "unknown",
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message: results.message,
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},
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},
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]
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} else {
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return results?.steps?.filter(x => x.stepId !== ActionStepID.LOOP) || []
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}
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}
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$: filteredResults = prepTestResults(testResults)
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$: {
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if (testResults.message) {
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blocks = automation?.definition?.trigger
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? [automation.definition.trigger]
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: []
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} else if (automation) {
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blocks = []
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if (automation) {
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if (automation.definition.trigger) {
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blocks.push(automation.definition.trigger)
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}
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@ -46,7 +63,9 @@
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open={!!openBlocks[block.id]}
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on:toggle={() => (openBlocks[block.id] = !openBlocks[block.id])}
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isTrigger={idx === 0}
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testResult={filteredResults?.[idx]}
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testResult={testResults.message
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? testResults
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: filteredResults?.[idx]}
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showTestStatus
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{block}
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{idx}
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@ -68,7 +87,9 @@
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<Tabs quiet noHorizPadding selected="Input">
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<Tab title="Input">
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<div class="wrap">
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{#if filteredResults?.[idx]?.inputs}
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{#if testResults.message}
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No input
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{:else if filteredResults?.[idx]?.inputs}
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<JsonView depth={2} json={filteredResults?.[idx]?.inputs} />
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{:else}
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No input
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@ -77,13 +98,22 @@
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</Tab>
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<Tab title="Output">
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<div class="wrap">
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{#if filteredResults?.[idx]?.outputs}
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{#if testResults.message}
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<JsonView
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depth={2}
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json={{
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success: testResults.outputs?.success || false,
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status: testResults.outputs?.status || "unknown",
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message: testResults.message,
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}}
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/>
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{:else if filteredResults?.[idx]?.outputs}
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<JsonView
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depth={2}
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json={filteredResults?.[idx]?.outputs}
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/>
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{:else}
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No input
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No output
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{/if}
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</div>
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</Tab>
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@ -17,7 +17,9 @@
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Helpers,
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Toggle,
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Divider,
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Icon,
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} from "@budibase/bbui"
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import CreateWebhookModal from "components/automation/Shared/CreateWebhookModal.svelte"
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import { automationStore, selectedAutomation, tables } from "stores/builder"
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import { environment, licensing } from "stores/portal"
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@ -365,41 +367,74 @@
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/**
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* Handler for row trigger automation updates.
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@param {object} update - An automation block.inputs update object
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@example
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onRowTriggerUpdate({
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"tableId" : "ta_bb_employee"
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})
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* @param {object} update - An automation block.inputs update object
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* @param {string} [update.tableId] - The ID of the table
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* @param {object} [update.filters] - Filter configuration for the row trigger
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* @param {object} [update.filters-def] - Filter definitions for the row trigger
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* @example
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* // Example with tableId
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* onRowTriggerUpdate({
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* "tableId" : "ta_bb_employee"
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* })
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* @example
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* // Example with filters
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* onRowTriggerUpdate({
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* filters: {
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* equal: { "1:Approved": "true" }
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* },
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* "filters-def": [{
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* id: "oH1T4S49n",
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* field: "1:Approved",
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* operator: "equal",
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* value: "true",
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* valueType: "Value",
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* type: "string"
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* }]
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* })
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*/
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const onRowTriggerUpdate = async update => {
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if (
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["tableId", "filters", "meta"].some(key => Object.hasOwn(update, key))
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) {
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try {
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let updatedAutomation
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if (
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Object.hasOwn(update, "tableId") &&
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$selectedAutomation.testData?.row?.tableId !== update.tableId
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) {
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try {
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const reqSchema = getSchemaForDatasourcePlus(update.tableId, {
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searchableSchema: true,
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}).schema
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// Parse the block inputs as usual
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const updatedAutomation =
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await automationStore.actions.processBlockInputs(block, {
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updatedAutomation = await automationStore.actions.processBlockInputs(
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block,
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{
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schema: reqSchema,
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...update,
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})
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}
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)
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// Save the entire automation and reset the testData
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await automationStore.actions.save({
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// Reset testData when tableId changes
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updatedAutomation = {
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...updatedAutomation,
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testData: {
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// Reset Core fields
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row: { tableId: update.tableId },
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oldRow: { tableId: update.tableId },
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meta: {},
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id: "",
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revision: "",
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},
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})
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}
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} else {
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// For filters update, just process block inputs without resetting testData
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updatedAutomation = await automationStore.actions.processBlockInputs(
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block,
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update
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)
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}
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await automationStore.actions.save(updatedAutomation)
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return
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} catch (e) {
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@ -408,7 +443,6 @@
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}
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}
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}
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/**
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* Handler for App trigger automation updates.
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* Ensure updates to the field list are reflected in testData
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@ -743,6 +777,7 @@
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value.customType !== "triggerSchema" &&
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value.customType !== "automationFields" &&
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value.customType !== "fields" &&
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value.customType !== "trigger_filter_setting" &&
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value.type !== "signature_single" &&
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value.type !== "attachment" &&
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value.type !== "attachment_single"
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@ -807,13 +842,23 @@
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{@const label = getFieldLabel(key, value)}
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<div class:block-field={shouldRenderField(value)}>
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{#if key !== "fields" && value.type !== "boolean" && shouldRenderField(value)}
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<Label
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tooltip={value.title === "Binding / Value"
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? "If using the String input type, please use a comma or newline separated string"
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: null}
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>
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<div class="label-container">
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<Label>
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{label}
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</Label>
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{#if value.customType === "trigger_filter"}
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<Icon
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hoverable
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on:click={() =>
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window.open(
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"https://docs.budibase.com/docs/row-trigger-filters",
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"_blank"
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)}
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size="XS"
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name="InfoOutline"
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/>
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{/if}
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</div>
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{/if}
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<div class:field-width={shouldRenderField(value)}>
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{#if value.type === "string" && value.enum && canShowField(key, value)}
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@ -932,8 +977,12 @@
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{/if}
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</div>
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</div>
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{:else if value.customType === "filters"}
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<ActionButton on:click={drawer.show}>Define filters</ActionButton>
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{:else if value.customType === "filters" || value.customType === "trigger_filter"}
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<ActionButton fullWidth on:click={drawer.show}
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>{filters.length > 0
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? "Update Filter"
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: "No Filter set"}</ActionButton
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>
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<Drawer bind:this={drawer} title="Filtering">
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<Button cta slot="buttons" on:click={() => saveFilters(key)}>
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Save
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@ -945,6 +994,7 @@
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{schemaFields}
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datasource={{ type: "table", tableId }}
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panel={AutomationBindingPanel}
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showFilterEmptyDropdown={!rowTriggers.includes(stepId)}
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on:change={e => (tempFilters = e.detail)}
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/>
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</DrawerContent>
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@ -1085,6 +1135,11 @@
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{/if}
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<style>
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.label-container {
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display: flex;
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align-items: center;
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gap: var(--spacing-s);
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}
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.field-width {
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width: 320px;
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}
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@ -14,7 +14,7 @@
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export let panel = ClientBindingPanel
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export let allowBindings = true
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export let datasource
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export let showFilterEmptyDropdown
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const dispatch = createEventDispatcher()
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let rawFilters
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@ -63,6 +63,7 @@
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{schemaFields}
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{datasource}
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{allowBindings}
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{showFilterEmptyDropdown}
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>
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<div slot="filtering-hero-content" />
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@ -208,7 +208,7 @@ const automationActions = store => ({
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const message = err.message || err.status || JSON.stringify(err)
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throw `Automation test failed - ${message}`
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}
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if (!result?.trigger && !result?.steps?.length) {
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if (!result?.trigger && !result?.steps?.length && !result?.message) {
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if (result?.err?.code === "usage_limit_exceeded") {
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throw "You have exceeded your automation quota"
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}
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|
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@ -26,7 +26,7 @@
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export let behaviourFilters = false
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export let allowBindings = false
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export let filtersLabel = "Filters"
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export let showFilterEmptyDropdown = true
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$: {
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if (
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tables.find(
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@ -218,7 +218,7 @@
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on:change={e => handleAllOr(e.detail)}
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placeholder={null}
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/>
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{#if datasource?.type === "table"}
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{#if datasource?.type === "table" && showFilterEmptyDropdown}
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<Select
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label="When filter empty"
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value={onEmptyFilter}
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|
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@ -11,7 +11,7 @@ import {
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} from "../../../automations"
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import { events } from "@budibase/backend-core"
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import sdk from "../../../sdk"
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import { Automation } from "@budibase/types"
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import { Automation, FieldType, Table } from "@budibase/types"
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import { mocks } from "@budibase/backend-core/tests"
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import { FilterConditions } from "../../../automations/steps/filter"
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@ -23,6 +23,7 @@ let {
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automationStep,
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collectAutomation,
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filterAutomation,
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updateRowAutomationWithFilters,
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} = setup.structures
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describe("/automations", () => {
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|
|
@ -452,14 +453,13 @@ describe("/automations", () => {
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let table = await config.createTable()
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let automation = await filterAutomation()
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let automation = await filterAutomation(config.getAppId())
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automation.definition.trigger.inputs.tableId = table._id
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automation.definition.steps[0].inputs = {
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condition: FilterConditions.EQUAL,
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field: "{{ trigger.row.City }}",
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value: "{{ trigger.oldRow.City }}",
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}
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automation.appId = config.appId!
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automation = await config.createAutomation(automation)
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let triggerInputs = {
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oldRow: {
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|
|
@ -474,4 +474,91 @@ describe("/automations", () => {
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}
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)
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})
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describe("Automation Update / Creator row trigger filtering", () => {
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let table: Table
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beforeAll(async () => {
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table = await config.createTable({
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name: "table",
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type: "table",
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schema: {
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Approved: {
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name: "Approved",
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type: FieldType.BOOLEAN,
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},
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},
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})
|
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})
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|
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const testCases = [
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{
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description: "should run when Approved changes from false to true",
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filters: {
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equal: { "1:Approved": true },
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},
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row: { Approved: "true" },
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oldRow: { Approved: "false" },
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expectToRun: true,
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},
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{
|
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description: "should run when Approved is true in both old and new row",
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filters: { equal: { "1:Approved": true } },
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row: { Approved: "true" },
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oldRow: { Approved: "true" },
|
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expectToRun: true,
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},
|
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|
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{
|
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description:
|
||||
"should run when a contains filter matches the correct options",
|
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filters: {
|
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contains: { "1:opts": ["Option 1", "Option 3"] },
|
||||
},
|
||||
row: { opts: ["Option 1", "Option 3"] },
|
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oldRow: { opts: ["Option 3"] },
|
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expectToRun: true,
|
||||
},
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{
|
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description:
|
||||
"should not run when opts doesn't contain any specified option",
|
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filters: {
|
||||
contains: { "1:opts": ["Option 1", "Option 2"] },
|
||||
},
|
||||
row: { opts: ["Option 3", "Option 4"] },
|
||||
oldRow: { opts: ["Option 3", "Option 4"] },
|
||||
expectToRun: false,
|
||||
},
|
||||
]
|
||||
|
||||
it.each(testCases)(
|
||||
"$description",
|
||||
async ({ filters, row, oldRow, expectToRun }) => {
|
||||
let automation = await updateRowAutomationWithFilters(config.getAppId())
|
||||
automation.definition.trigger.inputs = {
|
||||
tableId: table._id,
|
||||
filters,
|
||||
}
|
||||
automation = await config.createAutomation(automation)
|
||||
|
||||
const inputs = {
|
||||
row: {
|
||||
tableId: table._id,
|
||||
...row,
|
||||
},
|
||||
oldRow: {
|
||||
tableId: table._id,
|
||||
...oldRow,
|
||||
},
|
||||
}
|
||||
|
||||
const res = await testAutomation(config, automation, inputs)
|
||||
|
||||
if (expectToRun) {
|
||||
expect(res.body.steps[1].outputs.success).toEqual(true)
|
||||
} else {
|
||||
expect(res.body.outputs.success).toEqual(false)
|
||||
}
|
||||
}
|
||||
)
|
||||
})
|
||||
})
|
||||
|
|
|
|||
|
|
@ -23,6 +23,11 @@ export const definition: AutomationTriggerSchema = {
|
|||
customType: AutomationCustomIOType.TABLE,
|
||||
title: "Table",
|
||||
},
|
||||
filters: {
|
||||
type: AutomationIOType.OBJECT,
|
||||
customType: AutomationCustomIOType.FILTERS,
|
||||
title: "Filtering",
|
||||
},
|
||||
},
|
||||
required: ["tableId"],
|
||||
},
|
||||
|
|
|
|||
|
|
@ -23,6 +23,11 @@ export const definition: AutomationTriggerSchema = {
|
|||
customType: AutomationCustomIOType.TABLE,
|
||||
title: "Table",
|
||||
},
|
||||
filters: {
|
||||
type: AutomationIOType.OBJECT,
|
||||
customType: AutomationCustomIOType.TRIGGER_FILTER,
|
||||
title: "Filtering",
|
||||
},
|
||||
},
|
||||
required: ["tableId"],
|
||||
},
|
||||
|
|
|
|||
|
|
@ -15,14 +15,19 @@ import {
|
|||
AutomationJob,
|
||||
AutomationEventType,
|
||||
UpdatedRowEventEmitter,
|
||||
SearchFilters,
|
||||
AutomationStoppedReason,
|
||||
AutomationStatus,
|
||||
} from "@budibase/types"
|
||||
import { executeInThread } from "../threads/automation"
|
||||
import { dataFilters } from "@budibase/shared-core"
|
||||
|
||||
export const TRIGGER_DEFINITIONS = definitions
|
||||
const JOB_OPTS = {
|
||||
removeOnComplete: true,
|
||||
removeOnFail: true,
|
||||
}
|
||||
import * as automationUtils from "../automations/automationUtils"
|
||||
|
||||
async function getAllAutomations() {
|
||||
const db = context.getAppDB()
|
||||
|
|
@ -33,7 +38,7 @@ async function getAllAutomations() {
|
|||
}
|
||||
|
||||
async function queueRelevantRowAutomations(
|
||||
event: { appId: string; row: Row },
|
||||
event: { appId: string; row: Row; oldRow: Row },
|
||||
eventType: string
|
||||
) {
|
||||
if (event.appId == null) {
|
||||
|
|
@ -62,9 +67,15 @@ async function queueRelevantRowAutomations(
|
|||
) {
|
||||
continue
|
||||
}
|
||||
|
||||
const shouldTrigger = await checkTriggerFilters(automation, {
|
||||
row: event.row,
|
||||
oldRow: event.oldRow,
|
||||
})
|
||||
if (
|
||||
automationTrigger?.inputs &&
|
||||
automationTrigger.inputs.tableId === event.row.tableId
|
||||
automationTrigger.inputs.tableId === event.row.tableId &&
|
||||
shouldTrigger
|
||||
) {
|
||||
try {
|
||||
await automationQueue.add({ automation, event }, JOB_OPTS)
|
||||
|
|
@ -103,6 +114,11 @@ emitter.on(AutomationEventType.ROW_DELETE, async function (event) {
|
|||
await queueRelevantRowAutomations(event, AutomationEventType.ROW_DELETE)
|
||||
})
|
||||
|
||||
function rowPassesFilters(row: Row, filters: SearchFilters) {
|
||||
const filteredRows = dataFilters.runQuery([row], filters)
|
||||
return filteredRows.length > 0
|
||||
}
|
||||
|
||||
export async function externalTrigger(
|
||||
automation: Automation,
|
||||
params: { fields: Record<string, any>; timeout?: number },
|
||||
|
|
@ -126,7 +142,23 @@ export async function externalTrigger(
|
|||
}
|
||||
params.fields = coercedFields
|
||||
}
|
||||
const data: AutomationData = { automation, event: params as any }
|
||||
const data: AutomationData = { automation, event: params }
|
||||
|
||||
const shouldTrigger = await checkTriggerFilters(automation, {
|
||||
row: data.event?.row ?? {},
|
||||
oldRow: data.event?.oldRow ?? {},
|
||||
})
|
||||
|
||||
if (!shouldTrigger) {
|
||||
return {
|
||||
outputs: {
|
||||
success: false,
|
||||
status: AutomationStatus.STOPPED,
|
||||
},
|
||||
message: AutomationStoppedReason.TRIGGER_FILTER_NOT_MET,
|
||||
}
|
||||
}
|
||||
|
||||
if (getResponses) {
|
||||
data.event = {
|
||||
...data.event,
|
||||
|
|
@ -171,3 +203,25 @@ export async function rebootTrigger() {
|
|||
})
|
||||
}
|
||||
}
|
||||
|
||||
async function checkTriggerFilters(
|
||||
automation: Automation,
|
||||
event: { row: Row; oldRow: Row }
|
||||
): Promise<boolean> {
|
||||
const trigger = automation.definition.trigger
|
||||
const filters = trigger?.inputs?.filters
|
||||
const tableId = trigger?.inputs?.tableId
|
||||
|
||||
if (!filters) {
|
||||
return true
|
||||
}
|
||||
|
||||
if (
|
||||
trigger.stepId === definitions.ROW_UPDATED.stepId ||
|
||||
trigger.stepId === definitions.ROW_SAVED.stepId
|
||||
) {
|
||||
const newRow = await automationUtils.cleanUpRow(tableId, event.row)
|
||||
return rowPassesFilters(newRow, filters)
|
||||
}
|
||||
return true
|
||||
}
|
||||
|
|
|
|||
|
|
@ -357,18 +357,23 @@ export function collectAutomation(tableId?: string): Automation {
|
|||
},
|
||||
},
|
||||
}
|
||||
return automation as Automation
|
||||
return automation
|
||||
}
|
||||
|
||||
export function filterAutomation(tableId?: string): Automation {
|
||||
const automation: any = {
|
||||
export function filterAutomation(appId: string, tableId?: string): Automation {
|
||||
const automation: Automation = {
|
||||
name: "looping",
|
||||
type: "automation",
|
||||
appId,
|
||||
definition: {
|
||||
steps: [
|
||||
{
|
||||
name: "Filter Step",
|
||||
tagline: "An automation filter step",
|
||||
description: "A filter automation",
|
||||
id: "b",
|
||||
type: "ACTION",
|
||||
icon: "Icon",
|
||||
type: AutomationStepType.ACTION,
|
||||
internal: true,
|
||||
stepId: AutomationActionStepId.FILTER,
|
||||
inputs: {},
|
||||
|
|
@ -376,8 +381,12 @@ export function filterAutomation(tableId?: string): Automation {
|
|||
},
|
||||
],
|
||||
trigger: {
|
||||
name: "trigger Step",
|
||||
tagline: "An automation trigger",
|
||||
description: "A trigger",
|
||||
icon: "Icon",
|
||||
id: "a",
|
||||
type: "TRIGGER",
|
||||
type: AutomationStepType.TRIGGER,
|
||||
event: "row:save",
|
||||
stepId: AutomationTriggerStepId.ROW_SAVED,
|
||||
inputs: {
|
||||
|
|
@ -387,7 +396,45 @@ export function filterAutomation(tableId?: string): Automation {
|
|||
},
|
||||
},
|
||||
}
|
||||
return automation as Automation
|
||||
return automation
|
||||
}
|
||||
|
||||
export function updateRowAutomationWithFilters(appId: string): Automation {
|
||||
const automation: Automation = {
|
||||
name: "updateRowWithFilters",
|
||||
type: "automation",
|
||||
appId,
|
||||
definition: {
|
||||
steps: [
|
||||
{
|
||||
name: "Filter Step",
|
||||
tagline: "An automation filter step",
|
||||
description: "A filter automation",
|
||||
icon: "Icon",
|
||||
id: "b",
|
||||
type: AutomationStepType.ACTION,
|
||||
internal: true,
|
||||
stepId: AutomationActionStepId.SERVER_LOG,
|
||||
inputs: {},
|
||||
schema: BUILTIN_ACTION_DEFINITIONS.SERVER_LOG.schema,
|
||||
},
|
||||
],
|
||||
trigger: {
|
||||
name: "trigger Step",
|
||||
tagline: "An automation trigger",
|
||||
description: "A trigger",
|
||||
icon: "Icon",
|
||||
|
||||
id: "a",
|
||||
type: AutomationStepType.TRIGGER,
|
||||
event: "row:update",
|
||||
stepId: AutomationTriggerStepId.ROW_UPDATED,
|
||||
inputs: {},
|
||||
schema: TRIGGER_DEFINITIONS.ROW_UPDATED.schema,
|
||||
},
|
||||
},
|
||||
}
|
||||
return automation
|
||||
}
|
||||
|
||||
export function basicAutomationResults(
|
||||
|
|
|
|||
|
|
@ -35,6 +35,7 @@ export enum AutomationCustomIOType {
|
|||
AUTOMATION = "automation",
|
||||
AUTOMATION_FIELDS = "automationFields",
|
||||
MULTI_ATTACHMENTS = "multi_attachments",
|
||||
TRIGGER_FILTER = "trigger_filter",
|
||||
}
|
||||
|
||||
export enum AutomationTriggerStepId {
|
||||
|
|
@ -128,6 +129,15 @@ export interface Automation extends Document {
|
|||
internal?: boolean
|
||||
type?: string
|
||||
disabled?: boolean
|
||||
testData?: {
|
||||
row?: Row
|
||||
meta: {
|
||||
[key: string]: unknown
|
||||
}
|
||||
id: string
|
||||
revision: string
|
||||
oldRow?: Row
|
||||
}
|
||||
}
|
||||
|
||||
interface BaseIOStructure {
|
||||
|
|
@ -201,6 +211,10 @@ export enum AutomationStatus {
|
|||
STOPPED_ERROR = "stopped_error",
|
||||
}
|
||||
|
||||
export enum AutomationStoppedReason {
|
||||
TRIGGER_FILTER_NOT_MET = "Automation did not run. Filter conditions in trigger were not met.",
|
||||
}
|
||||
|
||||
export interface AutomationResults {
|
||||
automationId?: string
|
||||
status?: AutomationStatus
|
||||
|
|
|
|||
|
|
@ -1,4 +1,4 @@
|
|||
import { Automation, AutomationMetadata } from "../../documents"
|
||||
import { Automation, AutomationMetadata, Row } from "../../documents"
|
||||
import { Job } from "bull"
|
||||
|
||||
export interface AutomationDataEvent {
|
||||
|
|
@ -6,6 +6,8 @@ export interface AutomationDataEvent {
|
|||
metadata?: AutomationMetadata
|
||||
automation?: Automation
|
||||
timeout?: number
|
||||
row?: Row
|
||||
oldRow?: Row
|
||||
}
|
||||
|
||||
export interface AutomationData {
|
||||
|
|
|
|||
Loading…
Reference in New Issue