On-the-fly filters

[leandrosardi]

Apply filters in the moment of sending an outreach or performing and enrichment.

• :heavy_check_mark: Determine which filters are supported by an outreach_type or enrichment_type.
  • :heavy_check_mark: create module Mass::Parameters.
  • :heavy_check_mark: class method 'errors`
  • :heavy_check_mark: instance method update
  • :heavy_check_mark: instance method to_h
• :heavy_check_mark: Add column outreach_type.parameters.
• :heavy_check_mark: Add column enrichment_type.parameters.
• :heavy_check_mark: Add column action.id_filter.
• :heavy_check_mark: Add parameters to classes action.
  • :x: verify the parameters are allowed or not by the regarding type. --> CANCELED
  • :heavy_check_mark: manage parameters as a filter hash descriptor like rule does.
  • :heavy_check_mark: class method 'errors`
  • :heavy_check_mark: instance method update
  • :heavy_check_mark: manage instance method Filter.update properly.
• :heavy_check_mark: Add action filter in the rules/new screen.
• :heavy_check_mark: Add action filter in the rules/:id screen.
• :heavy_check_mark: Add parameters support to classes outreach and enrichment.
  • :heavy_check_mark: instance method to_h should return the parameters configured in the action that generated such an outreach or enrichment.
• :heavy_check_mark: improve Filter.upsert method to delete existing filters that are not in the new hash descriptor.

[leandrosardi]

Determine which filters are supported by an outreach_type or enrichment_type.

et = Mass::EnrichmentType.upsert({
    # Mandatory. Name of the enrichment type.
    'name' => 'ApolloRPA_CompanyDomainToLeads',

    # Description of what does this enrichment type do.
    'description' => 'Using Apollo RPA for Getting the Email, Phone, Job Postion, Facebook and Company of al managers, directors, owners, founders, presidents and C-level people of a company.',

    # Optional. Thunbnail of the RPA in action.
    'picture_url' => 'file://home/leandro/code/mass/extensions/mass.subaccount/public/mass.subaccount/images/enrichment-type/Apollo_LinkedInUrlToEmail.png',

    # Mandatory. What type of profile is required to run this enrichment.
    # Such a value must exists in the array of profiles hash descriptors.
    'profile_type' => :'Apollo_RPA', 

    # Optional. If true, this scraping role is available for end-users to setup in the UI.
    # Default: true.
    'available' => true,        

    # Allow user to setup one or more parameters (aka: on-the-fly filters).
    # Reference: https://github.com/MassProspecting/docs/issues/82
    parameters => "keyword;",

    # Example: this is an example of all supported parameters
    #parameters => "email_verification_result;email;phone;linkedin;facebook;english_names_only;keyword;industry;headcount;revenue;country;sic;naics;location;",
})