Create and manage Smart Actions

{
  "data": {
    "attributes": {
      "ids": ["1985"],
      "values": {},
      "collection_name": "companies"
    },
    "type": "custom-action-requests"
  }
}

class Forest::Company
  include ForestLiana::Collection
​
  collection :Company
  
  action 'Mark as Live'
end

Rails.application.routes.draw do
  # MUST be declared before the mount ForestLiana::Engine.
  namespace :forest do
    post '/actions/mark-as-live' => 'companies#mark_as_live'
  end
  
  mount ForestLiana::Engine => '/forest'
end

class Forest::CompaniesController < ForestLiana::ApplicationController
  def mark_as_live
    company_id = params.dig('data', 'attributes', 'ids').first
    Company.update(company_id, status: 'live')
​
    head :no_content
  end
end

{
  "data": {
    "attributes": {
      "ids": ["1985"],
      "values": {},
      "collection_name": "companies"
    },
    "type": "custom-action-requests"
  }
}

const Liana = require('forest-express-sequelize');
​
Liana.collection('companies', {
  actions: [{ 
    name: 'Mark as Live'
  }],
});

const express = require('express');
const router = express.Router();
const Liana = require('forest-express-sequelize');
const models = require('../models');
​
router.post('/actions/mark-as-live', Liana.ensureAuthenticated,
  (req, res) => {
    let companyId = req.body.data.attributes.ids[0];
​
    return models.companies
      .update({ status: 'live' }, { where: { id: companyId }})
      .then(() => {
        res.send({ success: 'Company is now live!' });
      });
});
​
module.exports = router;

{
  "data": {
    "attributes": {
      "ids": ["1985"],
      "values": {},
      "collection_name": "companies"
    },
    "type": "custom-action-requests"
  }
}

const Liana = require('forest-express-mongoose');
​
Liana.collection('companies', {
  actions: [{ 
    name: 'Mark as Live'
  }],
});

const express = require('express');
const router = express.Router();
​
const Liana = require('forest-express-mongoose');
const Company = require('../models/companies');
​
router.post('/actions/mark-as-live', Liana.ensureAuthenticated, (req, res) => {
  let companyId = req.body.data.attributes.ids[0];
​
  return Company
    .findOneAndUpdate({ _id: companyId }, { $set: { status: 'live' }})
    .then(() => res.send({ success: 'Company is now live!' }));
});
​
module.exports = router;

class Forest::Company
  include ForestLiana::Collection
​
  collection :Company
​
  action '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
  }]
end

Rails.application.routes.draw do
  # MUST be declared before the mount ForestLiana::Engine.
  namespace :forest do
    post '/actions/upload-legal-docs' => 'companies#upload_legal_docs'
  end
  
  mount ForestLiana::Engine => '/forest'
end

class Forest::CompaniesController < ForestLiana::ApplicationController
​
  def upload_legal_doc(company_id, doc, field)
    id = SecureRandom.uuid
​
    Forest::S3Helper.new.upload(doc, "livedemo/legal/#{id}")
​
    company = Company.find(company_id)
    company[field] = id
    company.save
​
    Document.create({
      file_id: company[field],
      is_verified: true
    })
  end
​
  def upload_legal_docs
    # Get the current company id
    company_id = params.dig('data', 'attributes', 'ids')[0]
​
    # Get the values of the input fields entered by the admin user.
    attrs = params.dig('data', 'attributes', 'values')
    certificate_of_incorporation = attrs['Certificate of Incorporation'];
    proof_of_address = attrs['Proof of address'];
    company_bank_statement = attrs['Company bank statement'];
    passport_id = attrs['Valid proof of ID'];
​
    # The business logic of the Smart Action. We use the function
    # upload_legal_doc to upload them to our S3 repository. You can see the
    # full implementation on our Forest Live Demo repository on Github.
    upload_legal_doc(company_id, certificate_of_incorporation, 'certificate_of_incorporation_id')
    upload_legal_doc(company_id, proof_of_address, 'proof_of_address_id')
    upload_legal_doc(company_id, company_bank_statement, 'bank_statement_id')
    upload_legal_doc(company_id, passport_id, 'passport_id')
​
    # Once the upload is finished, send a success message to the admin user in the UI.
    render json: { success: 'Legal documents are successfully uploaded.' }
  end
end

const Liana = require('forest-express-sequelize');
​
Liana.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
    }],
});

const P = require('bluebird');
const express = require('express');
const router = express.Router();
const Liana = require('forest-express-sequelize');
const models = require('../models');
​
router.post('/actions/upload-legal-docs', liana.ensureAuthenticated,
  (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;

const Liana = require('forest-express-mongoose');
​
Liana.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
    }],
});

const P = require('bluebird');
const express = require('express');
const router = express.Router();
const Liana = require('forest-express-mongoose');
const models = require('../models');
​
router.post('/actions/upload-legal-docs', liana.ensureAuthenticated,
  (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;

Rails.application.routes.draw do
  # MUST be declared before the mount ForestLiana::Engine.
  namespace :forest do
    get '/whoami' => 'admins#whoami'
​
    post '/actions/mark-as-live' => 'companies#mark_as_live'
    post '/actions/upload-legal-docs' => 'companies#upload_legal_docs'
    post '/actions/charge-credit-card' => 'customers#charge_credit_card'
​
    # the lane below is the only one you need to insert to prefill the smart action
    post '/actions/charge-credit-card/values' => 'customers#charge_credit_card_values'
    
    post '/actions/generate-invoice' => 'customers#generate_invoice'
    post '/products/actions/import-data' => 'products#import_data'
​
    get '/Product/:product_id/buyers' => 'products#buyers'
    
    # ...
end

class Forest::CustomersController < ForestLiana::ApplicationController
  # ... 
​
  def charge_credit_card_values
    context = get_smart_action_context
    render serializer: nil, json: { amount: 4520, stripe_id: context[:stripe_id] }, status: :ok
  end
end

const Liana = require('forest-express-sequelize');
const models = require('../models/');
const _ = require('lodash');
​
Liana.collection('customers', {
  actions: [{
    name: 'Generate invoice',
    download: true
  }, {
    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'
      }, {
      // we added a field to show the full potential of prefilled values in this example 
      field: 'stripe_id',
      isRequired: true,
      type: 'String'  
    }],
    // In values you define the appropriate prefilled value of each field
    values: (context) => {
      return {
        amount: 4520,
        stripe_id: context.stripe_id,
      };
    },
  }],
  // ...  
});