Create and manage Smart Actions

/forest/companies.js
const { collection } = require('forest-express-sequelize');
​
collection('companies', {
  actions: [{ 
    name: 'Upload Legal Docs',
    type: 'single',
    fields: [{
      field: 'Certificate of Incorporation',
      description: 'The legal document relating to the formation of a company or corporation.',
      type: 'File',
      isRequired: true
    }, {
      field: 'Proof of address',
      description: '(Electricity, Gas, Water, Internet, Landline & Mobile Phone Invoice / Payment Schedule) no older than 3 months of the legal representative of your company',
      type: 'File',
      isRequired: true
    }, {
      field: 'Company bank statement',
      description: 'PDF including company name as well as IBAN',
      type: 'File',
      isRequired: true
    }, {
      field: 'Valid proof of ID',
      description: 'ID card or passport if the document has been issued in the EU, EFTA, or EEA / ID card or passport + resident permit or driving licence if the document has been issued outside the EU, EFTA, or EEA of the legal representative of your company',
      type: 'File',
      isRequired: true
    }],
});

/routes/companies.js
...
​
router.post('/actions/upload-legal-docs',
  (req, res) => {
    // Get the current company id
    let companyId = req.body.data.attributes.ids[0];
​
    // Get the values of the input fields entered by the admin user.
    let attrs = req.body.data.attributes.values;
    let certificate_of_incorporation = attrs['Certificate of Incorporation'];
    let proof_of_address = attrs['Proof of address'];
    let company_bank_statement = attrs['Company bank statement'];
    let passport_id = attrs['Valid proof of id'];
    
    // The business logic of the Smart Action. We use the function
    // UploadLegalDoc to upload them to our S3 repository. You can see the full
    // implementation on our Forest Live Demo repository on Github.
    return P.all([
      uploadLegalDoc(companyId, certificate_of_incorporation, 'certificate_of_incorporation_id'),
      uploadLegalDoc(companyId, proof_of_address, 'proof_of_address_id'),
      uploadLegalDoc(companyId, company_bank_statement,'bank_statement_id'),
      uploadLegalDoc(companyId, passport_id, 'passport_id'),
    ])
    .then(() => {
      // Once the upload is finished, send a success message to the admin user in the UI.
      res.send({ success: 'Legal documents are successfully uploaded.' });
    });
  });
  
  ...
​
module.exports = router;

/forest/companies.js
const { collection } = require('forest-express-sequelize');
​
collection('customers', {
  actions: [{
    name: 'Charge credit card',
    type: 'single',
    fields: [{
      field: 'amount',
      isRequired: true,
      description: 'The amount (USD) to charge the credit card. Example: 42.50',
      type: 'Number'
    }, {
      field: 'description',
      isRequired: true,
      description: 'Explain the reason why you want to charge manually the customer here',
      type: 'String'
    }]
  }]
});

/routes/customers.js
...
const stripe = require('stripe')(process.env.STRIPE_SECRET_KEY);
​
router.post('/actions/charge-credit-card', (req, res) => {
  let customerId = req.body.data.attributes.ids[0];
  let amount = req.body.data.attributes.values.amount * 100;
  let description = req.body.data.attributes.values.description;
​
  return models.customers
    .findById(customerId)
    .then((customer) => {
      return stripe.charges.create({
        amount: amount,
        currency: 'usd',
        customer: customer.stripe_id,
        description: description
      });
    })
    .then((response) => {
      res.send({
        html: `
        <p class="c-clr-1-4 l-mt l-mb">\$${response.amount / 100} USD has been successfuly charged.</p>
        <strong class="c-form__label--read c-clr-1-2">Credit card</strong>
        <p class="c-clr-1-4 l-mb">**** **** **** ${response.source.last4}</p>
        <strong class="c-form__label--read c-clr-1-2">Expire</strong>
        <p class="c-clr-1-4 l-mb">${response.source.exp_month}/${response.source.exp_year}</p>
        <strong class="c-form__label--read c-clr-1-2">Card type</strong>
        <p class="c-clr-1-4 l-mb">${response.source.brand}</p>
        <strong class="c-form__label--read c-clr-1-2">Country</strong>
        <p class="c-clr-1-4 l-mb">${response.source.country}</p>
        `
      });
    });
});
​
...
​
module.exports = router;

/forest/customers.js
const { collection } = require('forest-express-sequelize');
​
collection('customers', {
  actions: [{
    name: 'Generate invoice',
    download: true // If true, the action triggers a file download in the Browser.
  }]
});

/routes/customers.js
...
​
router.post('/actions/generate-invoice', Liana.ensureAuthenticated,
  (req, res) => {
    let options = {
      root: __dirname + '/../public/',
      dotfiles: 'deny',
      headers: {
        'Access-Control-Expose-Headers': 'Content-Disposition',
        'Content-Disposition': 'attachment; filename="invoice-2342.pdf"'
      }
    };
​
    let fileName = 'invoice-2342.pdf';
    res.sendFile(fileName, options, (error) => {
      if (error) { next(error); }
    });
  });
  
...
​
module.exports = router;

/forest/companies.js
const { collection } = require('forest-express-sequelize');
​
collection('companies', {
  actions: [{
    name: 'Add new transaction',
    description: 'Name of the company who will receive the transaction.',
    fields: [{
      field: 'Beneficiary company',
      description: 'Name of the company who will receive the transaction.',
      reference: 'companies.id'
    },{
      field: 'Amount',
      type: 'Number'
    }]
  }],
});

/routes/companies.js
...
const faker = require('faker');
​
router.post('/actions/add-new-transaction', Liana.ensureAuthenticated,
  (req, res) => {
    let emitterCompanyId = req.body.data.attributes.ids[0]
    let beneficiaryCompanyId = req.body.data.attributes.values['Beneficiary company']
    let amount = req.body.data.attributes.values['Amount']
​
    return models.transactions
      .create({
        emitter_company_id: emitterCompanyId,
        beneficiary_company_id: beneficiaryCompanyId,
        beneficiary_iban: faker.finance.iban(),
        emitter_iban: faker.finance.iban(),
        vat_amount: faker.finance.amount(500, 10000, 0),
        fee_amount: faker.finance.amount(500, 10000, 0),
        status: ['to_validate', 'validated', 'rejected'].sample,
        note: faker.lorem.sentences(),
        amount: amount,
        emitter_bic: faker.finance.bic(),
        beneficiary_bic: faker.finance.bic()
      })
      .then(() => {
	    // the code below automatically refresh the related data 
    	// 'emitted_transactions' on the Companies' Summary View 
    	// after submitting the Smart action form.	
        res.send({
          success: 'New transaction emitted',
          refresh: { relationships: ['emitted_transactions'] },
        });
      });
});