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zeekay
94476b43e2
A HubSpot public app on the developer-projects platform: a CRM card UI extension (crm.record.tab, on contacts/companies/deals) backed by two serverless functions. Summarize a record, draft an email, suggest next steps, or ask — grounded in the record + its associated records — and write the result back as a Note or Task. Built on the published @hanzo/ai@^0.2.0 headless client (createAiClient, /v1 chat.completions + models.list) + @hanzo/iam. The Hanzo API key (HANZO_API_KEY secret) and the per-portal OAuth token live only in the serverless backend; the browser never sees them. Pure, unit-tested core (config, hanzo call + context windowing + the four actions, HubSpot CRM v3 request shaping/parsing, OAuth token exchange, record→context assembly, Note/Task write-back payloads). 75 vitest tests green, tsc --noEmit clean, dual ESM+CJS build so the CJS serverless runtime can require it.
87 lines
3.0 KiB
TypeScript
87 lines
3.0 KiB
TypeScript
import { describe, it, expect } from 'vitest';
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import {
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DEFAULT_PROPERTIES,
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ASSOCIATED_TYPES,
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typeLabel,
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renderObjectList,
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buildContextBlocks,
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} from '../src/record.js';
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import type { CrmObject } from '../src/api/hubspot-api.js';
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const contact: CrmObject = {
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id: '1',
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properties: { firstname: 'Ada', lastname: 'Lovelace', email: '[email protected]' },
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};
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const deal: CrmObject = { id: '9', properties: { dealname: 'Big deal', amount: '5000' } };
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const company: CrmObject = { id: '7', properties: { name: 'Acme', domain: 'acme.com' } };
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describe('property + association config', () => {
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it('requests curated properties per type', () => {
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expect(DEFAULT_PROPERTIES.contacts).toContain('email');
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expect(DEFAULT_PROPERTIES.deals).toContain('amount');
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expect(DEFAULT_PROPERTIES.companies).toContain('domain');
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});
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it('associates each type with its business context, in order', () => {
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expect(ASSOCIATED_TYPES.contacts).toEqual(['companies', 'deals']);
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expect(ASSOCIATED_TYPES.deals).toEqual(['contacts', 'companies']);
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});
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});
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describe('typeLabel', () => {
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it('gives singular and plural labels', () => {
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expect(typeLabel('deals', false)).toBe('Deal');
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expect(typeLabel('companies', true)).toBe('Companies');
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expect(typeLabel('contacts', false)).toBe('Contact');
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});
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});
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describe('renderObjectList', () => {
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it('renders each record and separates with a rule', () => {
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const s = renderObjectList([deal, { id: '10', properties: { dealname: 'Small' } }]);
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expect(s).toContain('dealname: Big deal');
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expect(s).toContain('dealname: Small');
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expect(s).toContain('\n---\n');
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});
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it('caps the number of records rendered', () => {
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const many = Array.from({ length: 30 }, (_, i) => ({
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id: String(i),
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properties: { dealname: `D${i}` },
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}));
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const s = renderObjectList(many, 3);
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expect(s).toContain('D0');
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expect(s).toContain('D2');
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expect(s).not.toContain('D3');
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});
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it('drops records with no renderable properties', () => {
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expect(renderObjectList([{ id: '1', properties: {} }])).toBe('');
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});
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});
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describe('buildContextBlocks', () => {
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it('puts the primary record first, then non-empty association groups in order', () => {
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const blocks = buildContextBlocks('contacts', contact, {
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companies: [company],
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deals: [deal],
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});
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expect(blocks.map((b) => b.label)).toEqual([
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'Contact',
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'Associated Companies',
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'Associated Deals',
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]);
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expect(blocks[0].text).toContain('firstname: Ada');
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expect(blocks[1].text).toContain('name: Acme');
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expect(blocks[2].text).toContain('dealname: Big deal');
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});
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it('omits empty association groups', () => {
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const blocks = buildContextBlocks('contacts', contact, { companies: [], deals: [deal] });
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expect(blocks.map((b) => b.label)).toEqual(['Contact', 'Associated Deals']);
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});
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it('works with no associations at all', () => {
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const blocks = buildContextBlocks('deals', deal, {});
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expect(blocks).toHaveLength(1);
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expect(blocks[0].label).toBe('Deal');
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});
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});
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