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feat: data checklist#755

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carlbrugger merged 3 commits intomainfrom
feat/data-checklist
Feb 19, 2025
Merged

feat: data checklist#755
carlbrugger merged 3 commits intomainfrom
feat/data-checklist

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@carlbrugger
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Please explain how to summarize this PR for the Changelog:

This PR introduces a data checklist utility that can be used to create a Data Checklist Document.

Screenshot 2025-02-19 at 12 10 53

Tell code reviewer how and what to test:

Run the sandbox listener and create a space.

@carlbrugger carlbrugger marked this pull request as ready for review February 19, 2025 18:14
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coderabbitai bot commented Feb 19, 2025

Walkthrough

This update introduces a new data checklist utility designed to generate Data Checklist Documents. The changes integrate the utility into Flatfile’s listener configuration and workbook setups by updating import statements, method signatures, and sheet definitions. New functions—createDataChecklist and exportDelimitedZip—are added to process events and generate HTML representations of workbook data. Additionally, the plugin’s public API is expanded to export the checklist functionality, providing a streamlined mechanism to document data requirements based on the Flatfile API.

Changes

File(s) Change Summary
.changeset/few-sloths-clean.md Introduces the new data checklist utility for creating Data Checklist Documents.
flatfilers/sandbox/src/index.ts Updates Flatfile listener configuration: changes import statements, modifies workbook setup (defining "Sales" and "Sales 2" sheets), adds asynchronous callback for event processing, and introduces the functions createDataChecklist and exportDelimitedZip.
plugins/space-configure/src/{index.ts, utils/data.checklist.ts} Expands the plugin’s public API by exporting the data checklist module and adds the createDataChecklist function to generate HTML-based Data Checklist Documents using the Flatfile API.

Sequence Diagram(s)

sequenceDiagram
    participant E as FlatfileEvent
    participant L as FlatfileListener
    participant C as createDataChecklist
    participant A as Flatfile API

    E->>L: Trigger event with workbook IDs
    L->>C: Invoke createDataChecklist(event)
    C->>C: Extract spaceId and fetch workbooks/sheets
    C->>A: Create document with generated HTML checklist
    A-->>C: Return document creation confirmation
    C-->>L: Return result to listener
Loading

Possibly related PRs

  • validator: currency converter #627: The changes in the main PR introduce a new createDataChecklist function, which is directly related to the modifications in the flatfilers/sandbox/src/index.ts file where this function is invoked, establishing a strong connection at the code level.
  • Add space-configure-from-template plugin #737: The changes in the main PR, specifically the addition of the createDataChecklist function, are related to the modifications in the retrieved PR, which also involves configuring spaces and workbooks, as both utilize similar event handling and callback structures within the Flatfile API.
  • feat: export delimited zip #680: The changes in the main PR, specifically the addition of the createDataChecklist function, are directly related to the modifications in the retrieved PR, which includes the exportDelimitedZip function, as both involve enhancements to the data handling capabilities within the Flatfile environment.

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  • ncronquist
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Actionable comments posted: 0

🧹 Nitpick comments (8)
flatfilers/sandbox/src/index.ts (3)

1-4: Address code style lint warnings.
The pipeline indicates code style issues in this file. Please run Prettier with --write to fix the formatting.

🧰 Tools
🪛 GitHub Actions: Lint

[warning] 1-1: Code style issues found. Run Prettier with --write to fix.


101-140: Consider removing field duplication or adding constraints for Sales 2.
Fields here are nearly identical to those in Sales. For maintainability, consider extracting shared field definitions into a reusable function or object. If these require constraints similar to Sales, add them for consistency.


151-153: Handle potential errors from createDataChecklist.
Since this is an async call, you may want to wrap it in a try/catch block to handle any API failures without impacting other space configuration logic.

}, async (event: FlatfileEvent, _workbookIds: string[], _tick: TickFunction) => {
-   await createDataChecklist(event)
+   try {
+     await createDataChecklist(event)
+   } catch (error) {
+     // handle or log error appropriately
+   }
}),
plugins/space-configure/src/index.ts (1)

2-2: Export statement looks good, but fix lint issues.
The new export properly exposes the checklist utilities. However, please address the lint warning by running Prettier.

plugins/space-configure/src/utils/data.checklist.ts (3)

4-4: Instantiation of FlatfileClient.
Using a single api instance is fine. However, ensure you handle potential errors that may arise if the client is misconfigured.


9-10: Add error handling for api.workbooks.list().
When calling external APIs, it’s safer to handle potential network or server errors.


47-50: Optionally handle document creation errors.
api.documents.create(...) could fail due to network or authentication issues. You could handle errors to provide meaningful feedback.

.changeset/few-sloths-clean.md (1)

5-5: Enhance Description Clarity

The release note succinctly states that a data checklist utility has been added. For improved clarity, consider including a bit more detail on what aspects of the data checklist are innovative or how it improves the documentation process, as highlighted in the PR objectives.

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Reviewing files that changed from the base of the PR and between b7028b4 and 8afa0cc.

⛔ Files ignored due to path filters (1)
  • package-lock.json is excluded by !**/package-lock.json, !**/*.json
📒 Files selected for processing (4)
  • .changeset/few-sloths-clean.md (1 hunks)
  • flatfilers/sandbox/src/index.ts (3 hunks)
  • plugins/space-configure/src/index.ts (1 hunks)
  • plugins/space-configure/src/utils/data.checklist.ts (1 hunks)
🧰 Additional context used
🪛 GitHub Actions: Lint
plugins/space-configure/src/index.ts

[warning] 1-1: Code style issues found. Run Prettier with --write to fix.

flatfilers/sandbox/src/index.ts

[warning] 1-1: Code style issues found. Run Prettier with --write to fix.

plugins/space-configure/src/utils/data.checklist.ts

[warning] 1-1: Code style issues found. Run Prettier with --write to fix.

⏰ Context from checks skipped due to timeout of 90000ms (2)
  • GitHub Check: Setup
  • GitHub Check: Nullify Dependencies
🔇 Additional comments (6)
flatfilers/sandbox/src/index.ts (2)

6-6: Imports appear consistent with usage.
Bringing createDataChecklist into scope aligns with the code below, where it’s invoked in the configure callback.


42-100: Reevaluate uniqueness constraint on date.
You’ve marked date as both required and unique. While this might be intentional, having a unique date for each sale can be overly restrictive for real-world sales data.

If this is a mistake, you could remove or adjust the uniqueness constraint:

-                      type: 'unique',
plugins/space-configure/src/utils/data.checklist.ts (3)

1-2: Imports look appropriate.
These references are needed for the Flatfile API and event types. Implementation is correct.

🧰 Tools
🪛 GitHub Actions: Lint

[warning] 1-1: Code style issues found. Run Prettier with --write to fix.


6-7: Check for missing spaceId.
If event.context.spaceId is undefined, this will fail. Consider validating spaceId before proceeding.


11-45: Validate user-supplied data to prevent XSS.
Sheet names, field labels, and descriptions may contain user input. Injecting them directly into HTML can expose you to XSS. If these values are not sanitized by Flatfile, consider additional sanitization measures.

.changeset/few-sloths-clean.md (1)

1-3: Validate Changeset Header Formatting and Version Bump

The header is formatted correctly using the YAML-style delimiters and quotes for the package name, and the version bump is appropriately marked as "minor".

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Actionable comments posted: 1

🧹 Nitpick comments (3)
flatfilers/sandbox/src/index.ts (3)

4-4: Remove unused import.

The JSONExtractor is imported but never used in this file.

-import { JSONExtractor } from '@flatfile/plugin-json-extractor'

28-36: Improve error handling and remove test code.

The current implementation has two issues:

  1. The error handling block simply re-throws the error without adding context
  2. The hardcoded modification of lastName to 'Jane' appears to be test code

Consider this improved implementation:

 async (records) => {
   try {
-    let firstRecord = records[0]
-    firstRecord.set('lastName', 'Jane')
     return records
   } catch (error) {
-    throw error
+    throw new Error(`Failed to process contacts: ${error.message}`)
   }
 }
🧰 Tools
🪛 Biome (1.9.4)

[error] 34-34: The catch clause that only rethrows the original error is useless.

An unnecessary catch clause can be confusing.
Unsafe fix: Remove the try/catch clause.

(lint/complexity/noUselessCatch)


47-146: Refactor duplicate field definitions and enhance metadata.

The sheets 'Sales' and 'Sales 2' have identical field structures but different levels of metadata. Consider these improvements:

  1. Extract common field definitions to reduce duplication
  2. Add missing field descriptions and constraints to 'Sales 2' sheet

Example refactor:

const salesFields = [
  {
    key: 'date',
    type: 'string',
    label: 'Date',
    description: 'The date of the sale',
    constraints: [
      { type: 'required' },
      { type: 'unique' }
    ]
  },
  // ... other fields
]

const sheets = [
  {
    name: 'Sales',
    slug: 'sales',
    fields: salesFields,
    actions: [/* ... */]
  },
  {
    name: 'Sales 2',
    slug: 'sales-2',
    fields: salesFields,
    actions: [/* ... */]
  }
]
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📒 Files selected for processing (3)
  • flatfilers/sandbox/src/index.ts (2 hunks)
  • plugins/space-configure/src/index.ts (1 hunks)
  • plugins/space-configure/src/utils/data.checklist.ts (1 hunks)
🚧 Files skipped from review as they are similar to previous changes (2)
  • plugins/space-configure/src/index.ts
  • plugins/space-configure/src/utils/data.checklist.ts
⏰ Context from checks skipped due to timeout of 90000ms (1)
  • GitHub Check: Setup
🔇 Additional comments (1)
flatfilers/sandbox/src/index.ts (1)

1-168: Implementation successfully meets PR objectives.

The code successfully implements the data checklist utility with proper integration into the Flatfile listener configuration. The structure allows for easy creation of Data Checklist Documents as intended.

🧰 Tools
🪛 Biome (1.9.4)

[error] 34-34: The catch clause that only rethrows the original error is useless.

An unnecessary catch clause can be confusing.
Unsafe fix: Remove the try/catch clause.

(lint/complexity/noUselessCatch)

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Actionable comments posted: 2

♻️ Duplicate comments (1)
flatfilers/sandbox/src/index.ts (1)

158-164: ⚠️ Potential issue

Add error handling and simplify callback signature.

This is a duplicate of a previous review comment. The callback still needs error handling for the createDataChecklist call and could be simplified since only event is used.

🧹 Nitpick comments (2)
flatfilers/sandbox/src/index.ts (2)

28-35: Enhance error handling in bulkRecordHook.

The current error handling simply re-throws the error without adding context about which record caused the issue.

Consider adding more context to the error:

       async (records) => {
         try {
           let firstRecord = records[0]
           firstRecord.set('lastName', 'Jane')
           return records
         } catch (error) {
-          throw error
+          throw new Error(`Failed to process record ${firstRecord?.id}: ${error.message}`)
         }
       },
🧰 Tools
🪛 Biome (1.9.4)

[error] 34-34: The catch clause that only rethrows the original error is useless.

An unnecessary catch clause can be confusing.
Unsafe fix: Remove the try/catch clause.

(lint/complexity/noUselessCatch)


47-146: Consider extracting shared field definitions.

Both 'Sales' and 'Sales 2' sheets have identical field definitions, which could lead to maintenance issues.

Extract the common fields into a shared configuration:

const salesFields = [
  {
    key: 'date',
    type: 'string',
    label: 'Date',
    // ... other shared properties
  },
  // ... other fields
]

// Then use in both sheets:
{
  name: 'Sales',
  slug: 'sales',
  fields: salesFields,
  // ... sheet-specific config
},
{
  name: 'Sales 2',
  slug: 'sales-2',
  fields: salesFields,
  // ... sheet-specific config
}
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📒 Files selected for processing (2)
  • flatfilers/sandbox/src/index.ts (2 hunks)
  • plugins/space-configure/src/utils/data.checklist.ts (1 hunks)
🚧 Files skipped from review as they are similar to previous changes (1)
  • plugins/space-configure/src/utils/data.checklist.ts
⏰ Context from checks skipped due to timeout of 90000ms (1)
  • GitHub Check: Nullify Dependencies
🔇 Additional comments (1)
flatfilers/sandbox/src/index.ts (1)

1-9: LGTM! Import statements are well-organized.

The new imports are properly typed and align with the added functionality for data checklist and export features.

Comment on lines +52 to +64
key: 'date',
type: 'string',
label: 'Date',
description: 'The date of the sale',
constraints: [
{
type: 'required',
},
{
type: 'unique',
},
],
},
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🛠️ Refactor suggestion

Add date format validation.

The 'date' field is defined as a string type without format validation, which could lead to inconsistent date formats.

Add a format constraint:

   {
     key: 'date',
     type: 'string',
     label: 'Date',
     description: 'The date of the sale',
     constraints: [
       {
         type: 'required',
       },
       {
         type: 'unique',
       },
+      {
+        type: 'regex',
+        pattern: '^\\d{4}-\\d{2}-\\d{2}$',
+        message: 'Date must be in YYYY-MM-DD format'
+      }
     ],
   },
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
key: 'date',
type: 'string',
label: 'Date',
description: 'The date of the sale',
constraints: [
{
type: 'required',
},
{
type: 'unique',
},
],
},
key: 'date',
type: 'string',
label: 'Date',
description: 'The date of the sale',
constraints: [
{
type: 'required',
},
{
type: 'unique',
},
{
type: 'regex',
pattern: '^\\d{4}-\\d{2}-\\d{2}$',
message: 'Date must be in YYYY-MM-DD format'
}
],
},

Comment on lines +89 to +93
key: 'salesAmount',
type: 'number',
label: 'Sales Amount',
description: 'The amount of the sale',
},
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🛠️ Refactor suggestion

Add validation for sales amount.

The 'salesAmount' field should validate for non-negative values.

Add a minimum value constraint:

   {
     key: 'salesAmount',
     type: 'number',
     label: 'Sales Amount',
     description: 'The amount of the sale',
+    constraints: [
+      {
+        type: 'required'
+      },
+      {
+        type: 'min',
+        value: 0,
+        message: 'Sales amount cannot be negative'
+      }
+    ]
   },
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
key: 'salesAmount',
type: 'number',
label: 'Sales Amount',
description: 'The amount of the sale',
},
key: 'salesAmount',
type: 'number',
label: 'Sales Amount',
description: 'The amount of the sale',
constraints: [
{
type: 'required'
},
{
type: 'min',
value: 0,
message: 'Sales amount cannot be negative'
}
],
},

@carlbrugger carlbrugger merged commit 136fa9b into main Feb 19, 2025
37 checks passed
@carlbrugger carlbrugger deleted the feat/data-checklist branch February 19, 2025 19:17
This was referenced Feb 21, 2025
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