BAS - Business Automation System

Many organizations and individuals rely on automation across various contexts in their daily operations. With BAS, we aim to provide an open-source platform that empowers users to create customized automation systems tailored to their unique requirements. BAS consists of a series of abstract components designed to facilitate the creation of diverse use cases, regardless of context.

The underlying idea is to develop generic components that can serve a wide range of needs, this approach ensures that all members of the community can leverage the platform's evolving suite of components and use cases to their advantage.

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Installation

Install the gem and add to the application's Gemfile by executing:

$ bundle add bas

If bundler is not being used to manage dependencies, install the gem by executing:

$ gem install bas

Requirements

  • Ruby 2.6.0 or higher

Building my own use case

The gem provides with basic interfaces, types, and methods to shape your own use cases in an easy way.

There are 7 currently implemented use cases:

  • Birthday notifications - from Notion to Discord
  • Next Week Birthday notifications - from Notion to Discord
  • PTO notifications - from Notion to Discord
  • Next Week PTO notifications - from Notion to Discord
  • PTO notifications - from Postgres to Slack
  • WIP limit exceeded - from Notion to Discord
  • Support email notification - from IMAP to Discord

For this example we'll analyze the birthday notification use case, bringing data from a notion database, and dispatching the notifications to a Discord channel.

A Use Case object, consists on 4 main components, having it's own responsibility:

1. Fetcher - Obtaining the data

Specifically, a fetcher is an object in charged of bringing data from a data source. The gem already provides the base interface for building your own fetcher for your specific data source, or rely on already built classes if they match your purpose.

The base interface for a fetcher can be found under the bas/fetcher/base.rb class. Since this is a implementation of the Fetcher::Base for bringing data from a Notion database, it was created on a new namespace for that data source, it can be found under /bas/fetcher/notion/use_case/birthday_today.rb. It implements specific logic for fetching the data and validating the response.

2. Mapper - Shaping it

The Mapper responsibility, is to shape the data using custom types from the app domain, bringing it into a common structure understandable for other components, specifically the Formatter.

Because of the use case, the Mapper implementation for it, relies on specific types for representing a Birthday it self. It can be found under /bas/mapper/notion/birthday_today.rb

3. Formatter - Preparing the message

The Formatter, is in charge of preparing the message to be sent in our notification, and give it the right format with the right data. The template or 'format' to be used should be included in the use case configurations, which we'll review in a further step. It's implementation can be found under /bas/formatter/birthday.rb.

4. Dispatcher - Sending your notification

Finally, the Dispatcher basically, sends or dispatches the formatted message into a destination, since the use case was implemented for Discord, it implements specific logic to communicate with a Discord channel using a webhook. The webhook configuration and name for the 'Sender' in the channel should be provided with the initial use case configurations. It can be found under /bas/dispatcher/discord/implementation.rb

Examples

In this example, we demonstrate how to instantiate a birthday notification use case and execute it in a basic Ruby project. We'll also cover its deployment in a serverless configuration, specifically using a simple Lambda deployment.

Preparing the configurations

We'll need some configurations for this specific use case:

  • A Notion database ID, from a database with the following structure:
Complete Name (text) BD_this_year (formula) BD (date)
John Doe January 24, 2024 January 24, 2000
Jane Doe June 20, 2024 June 20, 2000

With the following formula for the BD_this_year column: dateAdd(prop("BD"), year(now()) - year(prop("BD")), "years")

  • A Notion secret, which can be obtained, by creating an integration here: https://developers.notion.com/, browsing on the View my integrations option, and selecting the New Integration or Create new integration buttons.

  • A webhook key, which can be generated directly on discord on the desired channel, following this instructions: https://support.discord.com/hc/en-us/articles/228383668-Intro-to-Webhooks

  • A filter, to determine which data to bring from the database, for this specific case, the filter we used is:

#### file.rb ####
today = Date.now
{
    "filter": {
      "or": [
        {
          "property": "BD_this_year",
          "date": {
            "equals": today
          }
        }
      ]
    },
    "sorts": []
}
  • A template for the formatter to be used for formatting the payload to dispatch to Discord. For this specific case, the format of the messages should be:

"NAME, Wishing you a very happy birthday! Enjoy your special day! :birthday: :gift:"

Instantiating the Use Case

To instantiate the use case, the UseCases module should provide a method for this purpose, for this specific case, the notify_birthday_from_notion_to_discord is the desired one.

Normal ruby code

filter = {
    "filter": {
      "or": [
        {
          "property": "BD_this_year",
          "date": {
            "equals": today
          }
        }
      ]
    },
    "sorts": []
}

options = {
    fetch_options: {
      base_url: "https://api.notion.com",
      database_id: NOTION_DATABASE_ID,
      secret: NOTION_API_INTEGRATION_SECRET,
      filter: filter
    },
    dispatch_options: {
      webhook: "https://discord.com/api/webhooks/1199213527672565760/KmpoIzBet9xYG16oFh8W1RWHbpIqT7UtTBRrhfLcvWZdNiVZCTM-gpil2Qoy4eYEgpdf",
      name: "Birthday Bot"
    }
}

use_case = UseCases.notify_birthday_from_notion_to_discord(options)

use_case.perform

Serverless

We'll explain how to configure and deploy a use case with serverless, this example will cover the PTO's notifications use case.

Configuring environment variables

Create the environment variables configuration file.

cp env.yml.example env.yml

And put the following env variables

dev:
  NOTION_DATABASE_ID: NOTION_DATABASE_ID
  NOTION_SECRET: NOTION_SECRET
  DISCORD_WEBHOOK: DISCORD_WEBHOOK
  DISCORD_BOT_NAME: DISCORD_BOT_NAME
prod:
  NOTION_DATABASE_ID: NOTION_DATABASE_ID
  NOTION_SECRET: NOTION_SECRET
  DISCORD_WEBHOOK: DISCORD_WEBHOOK
  DISCORD_BOT_NAME: DISCORD_BOT_NAME

The variables should be defined either in the custom settings section within the serverless.yml file to ensure accessibility by all lambdas, or in the environment configuration option for each lambda respectively. For example:

# Accessible by all the lambdas
custom:
  settings:
      api:
        NOTION_DATABASE_ID: ${file(./env.yml):${env:STAGE}.NOTION_DATABASE_ID}
        NOTION_SECRET: ${file(./env.yml):${env:STAGE}.NOTION_SECRET}}

# Accessible by the lambda
functions:
  lambdaName:
    environment:
      NOTION_DATABASE_ID: ${file(./env.yml):${env:STAGE}.NOTION_DATABASE_ID}
      NOTION_SECRET: ${file(./env.yml):${env:STAGE}.NOTION_SECRET}}

Schedule

the schedule is configured using an environment variable containing the cron configuration. For example:

# env.yml file
SCHEDULER: cron(0 13 ? * MON-FRI *)

# serverless.yml
functions:
  lambdaName:
    events:
      - schedule:
        rate: ${file(./env.yml):${env:STAGE}.SCHEDULER}

To learn how to modify the cron configuration follow this guide: Schedule expressions using rate or cron

Building your lambda

On your serverless configuration, create your lambda function, on your serverless /src folder.

# frozen_string_literal: true

require 'bas'

# Initialize the environment variables
NOTION_BASE_URL = 'https://api.notion.com'
NOTION_DATABASE_ID = ENV.fetch('PTO_NOTION_DATABASE_ID')
NOTION_SECRET = ENV.fetch('PTO_NOTION_SECRET')
DISCORD_WEBHOOK = ENV.fetch('PTO_DISCORD_WEBHOOK')
DISCORD_BOT_NAME = ENV.fetch('PTO_DISCORD_BOT_NAME')

module Notifier
  # Service description
  class UseCaseName
    def self.notify(*)
      options = { fetch_options:, dispatch_options: }

      begin
        use_case = UseCases.use_case_build_function(options)

        use_case.perform
      rescue StandardError => e
        { body: { message: e.message } }
      end
    end

    def self.fetch_options
      {
        base_url: NOTION_BASE_URL,
        database_id: NOTION_DATABASE_ID,
        secret: NOTION_SECRET,
        filter: {
          filter: { "and": fetch_filter }
        }
      }
    end

    def self.fetch_filter
      today = Common::TimeZone.set_colombia_time_zone.strftime('%F').to_s

      [
        { property: 'Desde?', date: { on_or_before: today } },
        { property: 'Hasta?', date: { on_or_after: today } }
      ]
    end

    def self.dispatch_options
      {
        webhook: DISCORD_WEBHOOK,
        name: DISCORD_BOT_NAME
      }
    end

    def self.format_options
      {
        template: ':beach: individual_name is on PTO'
      }
    end
  end
end

Configure the lambda

In the serverless.yml file, add a new instance in the functions block with this structure:

functions:
  ptoNotification:
    handler: src/lambdas/pto_notification.Notifier::PTO.notify
    environment:
      PTO_NOTION_DATABASE_ID: ${file(./env.yml):${env:STAGE}.PTO_NOTION_DATABASE_ID}
      PTO_NOTION_SECRET: ${file(./env.yml):${env:STAGE}.PTO_NOTION_SECRET}
      PTO_DISCORD_WEBHOOK: ${file(./env.yml):${env:STAGE}.PTO_DISCORD_WEBHOOK}
      PTO_DISCORD_BOT_NAME: ${file(./env.yml):${env:STAGE}.DISCORD_BOT_NAME}
    events:
      - schedule:
          name: pto-daily-notification
          description: "Notify every 24 hours at 8:30 a.m (UTC-5) from monday to friday"
          rate: cron(${file(./env.yml):${env:STAGE}.PTO_SCHEDULER})
          enabled: true

Deploying

Configure the AWS keys:

serverless config credentials --provider aws --key YOUR_KEY --secret YOUR_SECRET

Deploy the project:

STAGE=prod sls deploy --verbose

Development

After checking out the repo, run bin/setup to install dependencies. Then, run rake spec to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and the created tag, and push the .gem file to rubygems.org.

Changelog

Features and bug fixes are listed in the CHANGELOG file.

Code of conduct

We welcome everyone to contribute. Make sure you have read the CODE_OF_CONDUCT before.

Contributing

For information on how to contribute, please refer to our CONTRIBUTING guide.

License

The gem is licensed under an MIT license. See LICENSE for details.


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