Create and manage Smart Actions

/forest/companies.js
const { collection } = require('forest-express-mongoose');
​
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;

/lib/forest_liana/collections/company.rb
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',
    is_required: 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',
    is_required: true
  }, {
    field: 'Company bank statement',
    description: 'PDF including company name as well as IBAN',
    type: 'File',
    is_required: 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',
    is_required: true
  }]
end

/config/routes.rb
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

/app/controllers/forest/companies_controller.rb
class Forest::CompaniesController < ForestLiana::SmartActionsController
​
  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 = ForestLiana::ResourcesGetter.get_ids_from_request(params).first
​
    # 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