advisors_command_client 1.1.3 → 2.0.0

checksums.yaml

@@ -1,7 +1,7 @@
 ---
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-  data.tar.gz: 9e9595d915f084d34cc96664ff49acca3bbfa7a7
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+  data.tar.gz: 534dafeff5def1ecebb50a6fe3dc56bf9916bf527eab45f8f72374a08c5b7f921b1b071239fbed45d552e0720ec275f46a9118f714faebeefece7a023900b17b

data/advisors_command_client.gemspec

@@ -28,4 +28,5 @@ Gem::Specification.new do |spec|
   spec.add_dependency "faraday_middleware"
   spec.add_dependency "virtus"
   spec.add_dependency 'parallel'
+  spec.add_dependency 'awrence'
 end

data/lib/advisors_command_client.rb

@@ -1,31 +1,57 @@
 require 'virtus'
+require 'awrence'
 require "advisors_command_client/version"
 require 'advisors_command_client/connection'
 require 'advisors_command_client/models/base'
+require 'advisors_command_client/models/address'
 require 'advisors_command_client/models/contact'
 require 'advisors_command_client/models/account'
 require 'advisors_command_client/models/contact_collection'
+require 'advisors_command_client/models/account_collection'
 
 module AdvisorsCommandClient
   class SearchError < ::StandardError
   end
 
+  class MissingAPIUrlError < ::StandardError
+  end
+
+  class << self
+    attr_accessor :config
+  end
+
+  def self.config
+    @config ||= Configuration.new
+  end
+
+  def self.configure
+    yield config
+  end
+
+  class Configuration
+    attr_accessor :api_url
+  end
+
   class Client
-    TEST_URL = "https://qa.advisorscommand.com/api/rest/latest"
-    PROD_URL = "https://advisorscommand.com/api/rest/latest"
+    # STAGING_URL = "https://qa.advisorscommand.com/api/rest/latest"
+    # DEMO_URL = "https://demo.advisorscommand.com/api/rest/latest"
+    # PROD_URL = "https://advisorscommand.com/api/rest/latest"
     attr_reader :connection
 
     def initialize(username, api_key, options = {})
-      if options[:live]
-        url = PROD_URL
-      else
-        url = TEST_URL
-      end
+      url = AdvisorsCommandClient.config.api_url || options[:api_url]
+
+      raise MissingAPIUrlError.new('A url for this client has not been configured.') if url.nil?
+
       @connection = AdvisorsCommandClient::Connection.new(username, api_key, url).build
     end
 
     def contacts
       @contacts ||= Models::ContactCollection.new(connection: @connection)
     end
+
+    def accounts
+      @accounts ||= Models::AccountCollection.new(connection: @connection)
+    end
   end
 end

data/lib/advisors_command_client/connection.rb

@@ -16,11 +16,11 @@ module AdvisorsCommandClient
 
     def build
       Faraday.new(@url) do |faraday|
-        faraday.request :url_encoded
+        faraday.request :json
         faraday.use AdvisorsCommandClient::Connection::WsseAuth, @username, @api_key
         faraday.adapter :typhoeus
         faraday.response :json, content_type: /\bjson$/
-      end 
+      end
     end
 
     class WsseAuth < Faraday::Middleware

data/lib/advisors_command_client/models/account.rb

@@ -16,9 +16,17 @@ module AdvisorsCommandClient
       attribute :monthly_salary, Float
       attribute :monthly_expense, Float
       attribute :salary_increase_percent, Integer
+      attribute :name, String
+      attribute :state, String
 
       attribute :retirement_age, Integer
       attribute :marital_status, String
+
+      def as_json
+        {
+          name: name
+        }
+      end
     end
   end
 end

data/lib/advisors_command_client/models/account_collection.rb

@@ -0,0 +1,34 @@
+module AdvisorsCommandClient
+  module Models
+    class AccountCollection
+      def initialize(args = {})
+        @connection = args[:connection]
+      end
+
+      def create(contact_id, params)
+        account = AdvisorsCommandClient::Models::Account.new(params)
+        account_json = account.as_json
+        account_json = account_json.merge(default_contact: contact_id)
+        resp = @connection.post("accounts.json", { account: account_json })
+
+        if resp.success?
+          account.id = resp.body['id']
+          account
+        else
+          return false
+        end
+      end
+
+      def update(account_id, params)
+        account = AdvisorsCommandClient::Models::Account.new(params.merge(id: account_id))
+        resp = @connection.put("accounts/#{account_id}.json", { account: account.as_json })
+
+        if resp.success?
+          return account
+        else
+          return false
+        end
+      end
+    end
+  end
+end

data/lib/advisors_command_client/models/address.rb

@@ -0,0 +1,100 @@
+module AdvisorsCommandClient
+  module Models
+    class Address < Base
+      attribute :id, Integer
+      attribute :primary, Boolean
+      attribute :street, String
+      attribute :street2, String
+      attribute :city, String
+      attribute :postal_code, String
+      attribute :created_at, DateTime
+      attribute :updated_at, DateTime
+      attribute :country, String
+      attribute :region, String
+      attribute :types, Array[String]
+
+      def region
+        state_map.key(@region) || @region
+      end
+
+      def region_code
+        state_map[@region] || @region
+      end
+
+      def full_address
+        [street, street2, city, region, postal_code, country].compact.join(' ')
+      end
+
+      def ==(other_address)
+        full_address.downcase == other_address.full_address.downcase
+      end
+
+      def as_json
+        json_attrs = attributes.dup
+        json_attrs.delete(:id)
+        json_attrs.delete(:types)
+        json_attrs.delete(:created_at)
+        json_attrs.delete(:updated_at)
+        json_attrs.to_camelback_keys
+      end
+
+      private
+
+      def state_map
+        {
+          "Alabama" => "AL",
+          "Alaska" => "AK",
+          "Arizona" => "AZ",
+          "Arkansas" => "AR",
+          "California" => "CA",
+          "Colorado" => "CO",
+          "Connecticut" => "CT",
+          "Delaware" => "DE",
+          "District of Columbia" => "DC",
+          "Florida" => "FL",
+          "Georgia" => "GA",
+          "Hawaii" => "HI",
+          "Idaho" => "ID",
+          "Illinois" => "IL",
+          "Indiana" => "IN",
+          "Iowa" => "IA",
+          "Kansas" => "KS",
+          "Kentucky" => "KY",
+          "Louisiana" => "LA",
+          "Maine" => "ME",
+          "Maryland" => "MD",
+          "Massachusetts" => "MA",
+          "Michigan" => "MI",
+          "Minnesota" => "MN",
+          "Mississippi" => "MS",
+          "Missouri" => "MO",
+          "Montana" => "MT",
+          "Nebraska" => "NE",
+          "Nevada" => "NV",
+          "New Hampshire" => "NH",
+          "New Jersey" => "NJ",
+          "New Mexico" => "NM",
+          "New York" => "NY",
+          "North Carolina" => "NC",
+          "North Dakota" => "ND",
+          "Ohio" => "OH",
+          "Oklahoma" => "OK",
+          "Oregon" => "OR",
+          "Pennsylvania" => "PA",
+          "Rhode Island" => "RI",
+          "South Carolina" => "SC",
+          "South Dakota" => "SD",
+          "Tennessee" => "TN",
+          "Texas" => "TX",
+          "Utah" => "UT",
+          "Vermont" => "VT",
+          "Virginia" => "VA",
+          "Washington" => "WA",
+          "West Virginia" => "WV",
+          "Wisconsin" => "WI",
+          "Wyoming" => "WY"
+        }
+      end
+    end
+  end
+end

data/lib/advisors_command_client/models/contact.rb

@@ -18,11 +18,11 @@ module AdvisorsCommandClient
 
       attribute :emails, Array[Hash]
       attribute :phones, Array[Hash]
-      attribute :addresses, Array[Hash]
+      attribute :addresses, Array[Address]
 
 
       def full_name
-        [name_prefix, first_name, middle_name, last_name, name_suffix].reject(&:blank?).join(' ')
+        [name_prefix, first_name, middle_name, last_name, name_suffix].reject(&:nil?).join(' ')
       end
 
       def accounts
@@ -33,6 +33,20 @@ module AdvisorsCommandClient
           end
         end
       end
+
+      def as_json
+        json_attrs = attributes.dup
+        json_attrs.delete(:nickname)
+        json_attrs.delete(:employer)
+        json_attrs.delete(:email)
+        json_attrs.delete(:id)
+        json_attrs.delete(:created_at)
+        json_attrs.delete(:updated_at)
+
+        json_attrs[:addresses] = addresses.map {|address| address.as_json }
+
+        json_attrs.to_camelback_keys
+      end
     end
   end
 end

data/lib/advisors_command_client/models/contact_collection.rb

@@ -10,7 +10,7 @@ module AdvisorsCommandClient
         if response.success?
           return Parallel.map(Array(response.body['data'])) do |obj|
             begin
-              next unless obj['record_string'].present?
+              next unless obj['record_string']
               self.find(obj['record_id'].to_i)
             rescue Faraday::Error::ParsingError
               puts "Error parsing response for contact ID: #{obj['record_id']}"
@@ -31,6 +31,28 @@ module AdvisorsCommandClient
         end
       end
 
+      def create(params)
+        contact = AdvisorsCommandClient::Models::Contact.new(params)
+        resp = @connection.post("contacts.json", { contact: contact.as_json })
+
+        if resp.success?
+          contact.id = resp.body['id']
+          return contact
+        else
+          return false
+        end
+      end
+
+      def update(contact_id, params)
+        contact = AdvisorsCommandClient::Models::Contact.new(params.merge(id: contact_id))
+        resp = @connection.put("contacts/#{contact_id}.json", { contact: contact.as_json })
+
+        if resp.success?
+          return contact
+        else
+          return false
+        end
+      end
     end
   end
 end

data/lib/advisors_command_client/version.rb

@@ -1,3 +1,3 @@
 module AdvisorsCommandClient
-  VERSION = "1.1.3"
+  VERSION = "2.0.0"
 end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: advisors_command_client
 version: !ruby/object:Gem::Version
-  version: 1.1.3
+  version: 2.0.0
 platform: ruby
 authors:
 - Christopher Ostrowski
 autorequire: 
 bindir: exe
 cert_chain: []
-date: 2016-02-03 00:00:00.000000000 Z
+date: 2017-02-20 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: bundler
@@ -136,6 +136,20 @@ dependencies:
     - - ">="
       - !ruby/object:Gem::Version
         version: '0'
+- !ruby/object:Gem::Dependency
+  name: awrence
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
 description: 
 email:
 - chris@madebyfunction.com
@@ -157,6 +171,8 @@ files:
 - lib/advisors_command_client.rb
 - lib/advisors_command_client/connection.rb
 - lib/advisors_command_client/models/account.rb
+- lib/advisors_command_client/models/account_collection.rb
+- lib/advisors_command_client/models/address.rb
 - lib/advisors_command_client/models/base.rb
 - lib/advisors_command_client/models/contact.rb
 - lib/advisors_command_client/models/contact_collection.rb
@@ -181,7 +197,7 @@ required_rubygems_version: !ruby/object:Gem::Requirement
       version: '0'
 requirements: []
 rubyforge_project: 
-rubygems_version: 2.5.1
+rubygems_version: 2.6.10
 signing_key: 
 specification_version: 4
 summary: Ruby Client for integrating with Advisors Command CRM