Remove Tag Automation Processor

Overview

The Remove Tag automation removes CRM tags from deals when they enter a specific pipeline stage. It validates tag existence, prevents errors on already-removed tags, and tracks automation status.

Source File: queue-manager/queues/deals/automations/remove-tag.js
Triggered By: queue-manager/services/deals/automations.js
Business Impact: MEDIUM - Deal organization

Processing Logic

sequenceDiagram
    participant AUTO as Automation Service
    participant QUEUE as Remove Tag Queue
    participant DEAL as Deals Collection
    participant TAG as CRM Tags

    AUTO->>QUEUE: Add automation job
    QUEUE->>TAG: Validate tag exists
    TAG-->>QUEUE: Tag valid

    QUEUE->>DEAL: Find eligible deals<br/>(stage + time window)

    loop For Each Deal
        QUEUE->>DEAL: Check if tag exists
        alt Tag Present
            QUEUE->>DEAL: Remove tag from deal.tags[]
            QUEUE->>DEAL: Mark automation triggered
        else Tag Not Present
            QUEUE->>DEAL: Skip (already removed)
        end
    end

    QUEUE->>AUTO: Update automation status

Key Features

Validation

1. Tag ID Validation: Checks if tag is valid ObjectId
2. Tag Existence: Verifies tag exists in account
3. Association Check: Skips deals not having the tag

Deal Eligibility

Same as Add Tag automation:

• stage_id matches automation stage
• automation_starts less than or equal to delayed date
• automation_starts greater than or equal to automation creation date
• Automation tracking checks

Core Code Pattern

// Validate tag
if (!tag || !mongoose.Types.ObjectId.isValid(tag)) {
  throw new Error('Invalid tag id provided');
}

const validTag = await CrmTag.countDocuments({ _id: tag, account: accountID });
if (!validTag) {
  throw new Error('Tag not found.');
}

// Find eligible deals
let dealData = await Deal.find({
  stage_id: automation.stage_id,
  $and: [
    { automation_starts: { $lte: delayedDate.toDate() } },
    { automation_starts: { $gte: automation.createdAt } },
  ],
  $or: [
    { retry_automations: automationId },
    {
      $and: [
        { skip_automations: { $ne: automationId } },
        { automation_triggered: { $ne: automationId } },
      ],
    },
  ],
}).exec();

// Remove tag from each deal
for (const deal of dealData) {
  const tags = deal._doc.tags || [];
  if (!tags.find(t => t.toString() === tag.toString())) {
    throw new Error('Tag is already not associated.');
  }
  if (deal.tags) {
    await Deal.updateOne({ _id: dealID }, { $pull: { tags: new mongoose.Types.ObjectId(tag) } });
  }
}

Collections Used

Input: deal-automation

• Automation configuration

Validation: crm-tag

• Tag existence verification

Update: deal

• Remove tag from deal.tags array using $pull
• Update automation tracking fields

Use Cases

Example 1: Stage Progression

// Automation
{
  stage_id: "closed_won",
  action: "remove_tag",
  data: { tag: "needs_follow_up" },
  delay: 0
}

// Result: Remove follow-up tag when deal closes

Example 2: Cleanup on Rejection

// Automation
{
  stage_id: "disqualified",
  action: "remove_tag",
  data: { tag: "qualified" },
  delay: 0
}

// Result: Remove qualification tag when deal disqualified

Error Handling

Common Errors

1. Invalid Tag ID: Not a valid ObjectId
2. Tag Not Found: Tag doesn't exist in account
3. Tag Not Associated: Deal doesn't have this tag
4. Deal Not Found: Deal was deleted

Error Response

{
    deal: dealID,
    tag_id: ObjectId,
    message: "Tag is already not associated.",
    additional_info: {...}
}

Performance

Execution Time: 100-500ms per automation
Batch Size: All eligible deals in one run
Retry Strategy: 3 attempts with exponential backoff

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Complexity: LOW
Lines of Code: 164