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@michelle0927 michelle0927 commented May 30, 2025

Resolves #16888

  • Updated search-crm.mjs to support partial matches
  • I was unable to reproduce the issue of exact matches not returning any results.

Summary by CodeRabbit

  • New Features

    • Added an option to choose between exact match and partial match when searching CRM records.
    • Enhanced search functionality to support both server-side exact matching and client-side partial matching, with automatic handling of paginated results.
  • Chores

    • Updated the component and package version numbers.

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coderabbitai bot commented May 30, 2025

Walkthrough

The changes add support for both exact and partial match searching in the HubSpot CRM search action by introducing an exactMatch boolean property. The search logic is updated to handle both match types, and pagination is implemented for partial matches. The component and package versions are incremented.

Changes

File(s) Change Summary
components/hubspot/actions/search-crm/... Added exactMatch prop, implemented partial match searching with pagination, updated descriptions, and bumped version from 1.0.3 to 1.0.4.
components/hubspot/package.json Incremented package version from 1.2.2 to 1.2.3.

Sequence Diagram(s)

sequenceDiagram
    participant User
    participant SearchCRMAction
    participant HubSpotAPI

    User->>SearchCRMAction: Invoke run({searchValue, exactMatch, ...})
    alt exactMatch == true
        SearchCRMAction->>HubSpotAPI: Search with EQ filter
        HubSpotAPI-->>SearchCRMAction: Return results
        SearchCRMAction-->>User: Return exact matches
    else exactMatch == false
        loop Paginate results
            SearchCRMAction->>HubSpotAPI: Search with limit, no filter
            HubSpotAPI-->>SearchCRMAction: Return page of results
        end
        SearchCRMAction->>SearchCRMAction: Filter results client-side (partial match)
        SearchCRMAction-->>User: Return partial matches
    end
Loading

Assessment against linked issues

Objective Addressed Explanation
Support partial matches in "Search CRM" action (e.g., finding by part of the name) (#16888)
Fix issue where searching for an exact company name returns no results (#16888)

Poem

🐇✨
In HubSpot’s fields we search anew,
Exact or partial—now both will do!
From “Runbear” to names with flair,
Paginated hops get results to share.
With every match, the bunny leaps—
CRM searching, now for keeps!
🌱🔍

Warning

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🔧 ESLint

If the error stems from missing dependencies, add them to the package.json file. For unrecoverable errors (e.g., due to private dependencies), disable the tool in the CodeRabbit configuration.

components/hubspot/actions/search-crm/search-crm.mjs

Oops! Something went wrong! :(

ESLint: 8.57.1

Error [ERR_MODULE_NOT_FOUND]: Cannot find package 'jsonc-eslint-parser' imported from /eslint.config.mjs
at Object.getPackageJSONURL (node:internal/modules/package_json_reader:255:9)
at packageResolve (node:internal/modules/esm/resolve:767:81)
at moduleResolve (node:internal/modules/esm/resolve:853:18)
at defaultResolve (node:internal/modules/esm/resolve:983:11)
at ModuleLoader.defaultResolve (node:internal/modules/esm/loader:799:12)
at #cachedDefaultResolve (node:internal/modules/esm/loader:723:25)
at ModuleLoader.resolve (node:internal/modules/esm/loader:706:38)
at ModuleLoader.getModuleJobForImport (node:internal/modules/esm/loader:307:38)
at #link (node:internal/modules/esm/module_job:170:49)

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Actionable comments posted: 2

📜 Review details

Configuration used: CodeRabbit UI
Review profile: CHILL
Plan: Pro

📥 Commits

Reviewing files that changed from the base of the PR and between b903cea and 2e78ee4.

⛔ Files ignored due to path filters (1)
  • pnpm-lock.yaml is excluded by !**/pnpm-lock.yaml
📒 Files selected for processing (2)
  • components/hubspot/actions/search-crm/search-crm.mjs (7 hunks)
  • components/hubspot/package.json (1 hunks)
🧰 Additional context used
🪛 Biome (1.9.4)
components/hubspot/actions/search-crm/search-crm.mjs

[error] 220-220: Avoid the delete operator which can impact performance.

Unsafe fix: Use an undefined assignment instead.

(lint/performance/noDelete)


[error] 291-292: Change to an optional chain.

Unsafe fix: Change to an optional chain.

(lint/complexity/useOptionalChain)

⏰ Context from checks skipped due to timeout of 90000ms (4)
  • GitHub Check: Verify TypeScript components
  • GitHub Check: pnpm publish
  • GitHub Check: Lint Code Base
  • GitHub Check: Publish TypeScript components
🔇 Additional comments (6)
components/hubspot/package.json (1)

3-3: LGTM - Appropriate version bump.

The version increment from 1.2.2 to 1.2.3 correctly reflects the functional enhancements made to the search-crm action.

components/hubspot/actions/search-crm/search-crm.mjs (5)

11-11: LGTM - Import needed for pagination.

The DEFAULT_LIMIT import is correctly added to support the new pagination functionality for partial matches.


20-20: LGTM - Component version increment.

The version bump appropriately reflects the new exactMatch functionality and pagination support.


37-43: LGTM - Well-defined property with good defaults.

The exactMatch property is properly configured with:

  • Clear description explaining the behavior
  • Sensible default of true for backward compatibility
  • Appropriate boolean type

108-108: LGTM - Updated description reflects new functionality.

The description correctly explains that the search behavior depends on the exactMatch setting.


271-282: LGTM - Clear separation of exact vs partial match logic.

The conditional logic properly handles the two search modes:

  • Exact matches use server-side filtering with EQ operator
  • Partial matches use pagination with client-side filtering

This approach makes sense given HubSpot API limitations for partial matching.

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@michelle0927 lgtm! Ready for QA!

@michelle0927 michelle0927 merged commit 0e7dd4a into master Jun 2, 2025
11 checks passed
@michelle0927 michelle0927 deleted the issue-16888 branch June 2, 2025 14:15
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