afc_salesforce 0.1.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +7 -0
- data/.gitignore +12 -0
- data/.rspec +2 -0
- data/.travis.yml +5 -0
- data/CODE_OF_CONDUCT.md +74 -0
- data/Gemfile +4 -0
- data/README.md +1 -0
- data/Rakefile +6 -0
- data/afc_salesforce.gemspec +40 -0
- data/bin/console +14 -0
- data/bin/setup +8 -0
- data/lib/afc_salesforce.rb +56 -0
- data/lib/afc_salesforce/account.rb +61 -0
- data/lib/afc_salesforce/additional_income.rb +12 -0
- data/lib/afc_salesforce/ahc_realtor.rb +0 -0
- data/lib/afc_salesforce/asset.rb +13 -0
- data/lib/afc_salesforce/base.rb +11 -0
- data/lib/afc_salesforce/borrower.rb +36 -0
- data/lib/afc_salesforce/configuration.rb +16 -0
- data/lib/afc_salesforce/forms/agent_referral.rb +50 -0
- data/lib/afc_salesforce/forms/long_purchase.rb +56 -0
- data/lib/afc_salesforce/forms/long_refinance.rb +56 -0
- data/lib/afc_salesforce/forms/short_lead.rb +48 -0
- data/lib/afc_salesforce/lead.rb +31 -0
- data/lib/afc_salesforce/models/account.rb +267 -0
- data/lib/afc_salesforce/models/ahc_realtor.rb +67 -0
- data/lib/afc_salesforce/models/asset.rb +35 -0
- data/lib/afc_salesforce/models/base.rb +17 -0
- data/lib/afc_salesforce/models/concerns/type_setter.rb +23 -0
- data/lib/afc_salesforce/models/contact.rb +152 -0
- data/lib/afc_salesforce/models/income.rb +25 -0
- data/lib/afc_salesforce/models/lead.rb +118 -0
- data/lib/afc_salesforce/tools.rb +4 -0
- data/lib/afc_salesforce/tools/utilities.rb +45 -0
- data/lib/afc_salesforce/tools/validation.rb +18 -0
- data/lib/afc_salesforce/tools/validation/rule/email.rb +58 -0
- data/lib/afc_salesforce/tools/validation/rule/instance_of.rb +36 -0
- data/lib/afc_salesforce/tools/validation/rule/length.rb +52 -0
- data/lib/afc_salesforce/tools/validation/rule/matches.rb +44 -0
- data/lib/afc_salesforce/tools/validation/rule/not_empty.rb +32 -0
- data/lib/afc_salesforce/tools/validation/rule/not_nil.rb +32 -0
- data/lib/afc_salesforce/tools/validation/rule/numeric.rb +32 -0
- data/lib/afc_salesforce/tools/validation/rule/phone.rb +51 -0
- data/lib/afc_salesforce/tools/validation/rule/regular_expression.rb +33 -0
- data/lib/afc_salesforce/tools/validation/validator.rb +128 -0
- data/lib/afc_salesforce/version.rb +3 -0
- metadata +194 -0
checksums.yaml
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SHA1:
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metadata.gz: e768c92706638383120f1a7722c63675f21244b8
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data.tar.gz: ee5f3bf779bb49689fe65a92423e87b525549cc1
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SHA512:
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metadata.gz: 5ce372b9c6846645309d931b9a0e76cd9df20ba83d7ee5fd88180902bd2ea8f918fd702d10aa918a5e9419f4e2d5c0ef01e564b9d703e6bd75a4e1bf296971e0
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data.tar.gz: c553e5d3c96746197d89807f7d6bad29e54ed9b48e6c0beaec3c2a634b632d1b53bddeeacc75672d244801eaaa110ff06f39c01456c48e7c8085046acae1db93
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data/.gitignore
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data/.rspec
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data/.travis.yml
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data/CODE_OF_CONDUCT.md
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# Contributor Covenant Code of Conduct
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## Our Pledge
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In the interest of fostering an open and welcoming environment, we as
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contributors and maintainers pledge to making participation in our project and
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our community a harassment-free experience for everyone, regardless of age, body
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size, disability, ethnicity, gender identity and expression, level of experience,
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nationality, personal appearance, race, religion, or sexual identity and
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orientation.
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## Our Standards
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Examples of behavior that contributes to creating a positive environment
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include:
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* Using welcoming and inclusive language
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* Being respectful of differing viewpoints and experiences
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* Gracefully accepting constructive criticism
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* Focusing on what is best for the community
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* Showing empathy towards other community members
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Examples of unacceptable behavior by participants include:
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* The use of sexualized language or imagery and unwelcome sexual attention or
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advances
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* Trolling, insulting/derogatory comments, and personal or political attacks
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* Public or private harassment
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* Publishing others' private information, such as a physical or electronic
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address, without explicit permission
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* Other conduct which could reasonably be considered inappropriate in a
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professional setting
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## Our Responsibilities
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Project maintainers are responsible for clarifying the standards of acceptable
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behavior and are expected to take appropriate and fair corrective action in
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response to any instances of unacceptable behavior.
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Project maintainers have the right and responsibility to remove, edit, or
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reject comments, commits, code, wiki edits, issues, and other contributions
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that are not aligned to this Code of Conduct, or to ban temporarily or
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permanently any contributor for other behaviors that they deem inappropriate,
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threatening, offensive, or harmful.
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## Scope
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This Code of Conduct applies both within project spaces and in public spaces
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when an individual is representing the project or its community. Examples of
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representing a project or community include using an official project e-mail
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address, posting via an official social media account, or acting as an appointed
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representative at an online or offline event. Representation of a project may be
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further defined and clarified by project maintainers.
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## Enforcement
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Instances of abusive, harassing, or otherwise unacceptable behavior may be
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reported by contacting the project team at donavan.white@americanfinancing.net. All
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complaints will be reviewed and investigated and will result in a response that
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is deemed necessary and appropriate to the circumstances. The project team is
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obligated to maintain confidentiality with regard to the reporter of an incident.
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Further details of specific enforcement policies may be posted separately.
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Project maintainers who do not follow or enforce the Code of Conduct in good
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faith may face temporary or permanent repercussions as determined by other
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members of the project's leadership.
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## Attribution
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This Code of Conduct is adapted from the [Contributor Covenant][homepage], version 1.4,
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available at [http://contributor-covenant.org/version/1/4][version]
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[homepage]: http://contributor-covenant.org
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[version]: http://contributor-covenant.org/version/1/4/
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data/Gemfile
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data/README.md
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Gem for connecting to SalesForce (Not for production use)
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data/Rakefile
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# coding: utf-8
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lib = File.expand_path('../lib', __FILE__)
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$LOAD_PATH.unshift(lib) unless $LOAD_PATH.include?(lib)
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require 'afc_salesforce/version'
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Gem::Specification.new do |spec|
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spec.name = "afc_salesforce"
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spec.version = AFCSalesforce::VERSION
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spec.authors = ["Donavan White"]
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spec.email = ["donavan.white@americanfinancing.net"]
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spec.license = 'MIT'
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spec.summary = %q{Salesforce Library for the AFC Salesforce Instance}
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spec.description = %q{Ruby lib for handling the connection to REST endpoints on any Sandbox and Production Salesforce}
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spec.homepage = "https://www.americanfinancing.net"
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# Prevent pushing this gem to RubyGems.org. To allow pushes either set the 'allowed_push_host'
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# to allow pushing to a single host or delete this section to allow pushing to any host.
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# if spec.respond_to?(:metadata)
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# spec.metadata['allowed_push_host'] = "TODO: Set to 'http://mygemserver.com'"
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# else
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# raise "RubyGems 2.0 or newer is required to protect against " \
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# "public gem pushes."
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# end
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spec.files = `git ls-files -z`.split("\x0").reject do |f|
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f.match(%r{^(test|spec|features)/})
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end
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spec.bindir = "exe"
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spec.executables = spec.files.grep(%r{^exe/}) { |f| File.basename(f) }
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spec.require_paths = ["lib"]
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spec.add_development_dependency "bundler", "~> 1.14"
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spec.add_development_dependency "rake", "~> 10.0"
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spec.add_development_dependency "rspec", "~> 3.0"
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spec.add_development_dependency "simplecov", "~> 0.14"
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spec.add_development_dependency "factory_girl", "~> 4.8"
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spec.add_runtime_dependency 'restforce', '~> 2.5', '>= 2.5.3'
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spec.add_dependency "json", "~> 1.7"
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end
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data/bin/console
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#!/usr/bin/env ruby
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require "bundler/setup"
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require "afc/salesforce"
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# You can add fixtures and/or initialization code here to make experimenting
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# with your gem easier. You can also use a different console, if you like.
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# (If you use this, don't forget to add pry to your Gemfile!)
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# require "pry"
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# Pry.start
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require "irb"
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IRB.start(__FILE__)
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data/bin/setup
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require 'time'
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require 'json'
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require 'restforce'
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require_relative 'afc_salesforce/configuration'
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require_relative 'afc_salesforce/tools/utilities'
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require_relative 'afc_salesforce/tools/validation'
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require_relative 'afc_salesforce/tools/validation/rule/email'
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require_relative 'afc_salesforce/tools/validation/rule/length'
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require_relative 'afc_salesforce/tools/validation/rule/matches'
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require_relative 'afc_salesforce/tools/validation/rule/not_empty'
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require_relative 'afc_salesforce/tools/validation/rule/not_nil'
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require_relative 'afc_salesforce/tools/validation/rule/numeric'
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require_relative 'afc_salesforce/tools/validation/rule/phone'
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require_relative 'afc_salesforce/tools/validation/rule/regular_expression'
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require_relative 'afc_salesforce/tools/validation/rule/instance_of'
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require_relative 'afc_salesforce/models/concerns/type_setter'
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require_relative 'afc_salesforce/models/base'
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require_relative 'afc_salesforce/models/account'
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require_relative 'afc_salesforce/models/asset'
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require_relative 'afc_salesforce/models/contact'
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require_relative 'afc_salesforce/models/income'
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require_relative 'afc_salesforce/models/lead'
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require_relative 'afc_salesforce/base'
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require_relative 'afc_salesforce/account'
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require_relative 'afc_salesforce/additional_income'
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require_relative 'afc_salesforce/asset'
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require_relative 'afc_salesforce/borrower'
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require_relative 'afc_salesforce/lead'
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require_relative 'afc_salesforce/forms/long_purchase'
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require_relative 'afc_salesforce/forms/long_refinance'
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require_relative 'afc_salesforce/forms/short_lead'
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require_relative 'afc_salesforce/version'
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module AFCSalesforce
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class << self
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attr_accessor :configuration
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end
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def self.configuration
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@configuration ||= Configuration.new
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end
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def self.reset
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@configuration = Configuration.new
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end
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def self.configure
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yield(configuration)
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end
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end
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module AFCSalesforce
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class Account < Base
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attr_accessor :phone, :email, :street, :zip, :state, :city, :loan_type, :purchase_date,
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:property_address, :property_city, :property_state, :property_zip, :property_type, :program_type, :last_appraisal__c,
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:loan_purpose, :property_bedroom_count, :property_acre_count, :property_bathroom_count, :property_price, :property_close_date, :is_escrowed,
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:property_down_payment, :realtor_email, :realtor_name, :realtor_phone, :source, :endorser, :realtor_sign_up_date,
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:initial_purchase_price, :date_of_purchase, :refinance_loan_type, :approximate_value, :date_of_last_appraisal,
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:appraised_value, :square_feet, :first_mortgage_payment, :first_mortgage_balance, :first_mortgage_interest_rate,
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:monthly_taxes, :monthly_insurance, :name, :hoa_dues, :is_va_eligible, :purchase_close_date, :second_mortgage, :second_mortgage_payment,
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:second_mortgage_date_opened, :second_mortgage_balance, :x2nd_mortgage_date_opened__c, :second_mortgage_rate, :refinance_reason,
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:number_of_units, :session_uuid
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def to_h
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AFCSalesforce::Models::Account.new(
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acres__c: @property_acre_count,
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appraised_value__c: @appraised_value,
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approximate_value__c: @approximate_value,
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bathrooms__c: @property_bathroom_count,
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bedrooms__c: @property_bedroom_count,
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billingpostalcode: @zip,
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billingstate: @state,
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billingstreet: @street,
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down_payment__c: @property_down_payment,
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endorser__c: @endorser,
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escrowed__c: @is_escrowed,
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hoa_dues__c: @hoa_dues,
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last_appraisal__c: @date_of_last_appraisal,
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loan_type__c: @refinance_loan_type,
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loan_purpose__c: @loan_purpose,
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monthly_insurance__c: @monthly_insurance,
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monthly_taxes__c: @monthly_taxes,
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name: @name,
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new_purchase_price__c: @property_price,
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number_of_units__c: @number_of_units,
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original_purchase_price__c: @initial_purchase_price,
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phone: @phone,
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program_type__c: @program_type,
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property_type__c: @property_type,
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purchase_date__c: @purchase_date,
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puchase_close_date__c: @purchase_close_date,
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realtor_email__c: @realtor_email,
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realtor_name__c: @realtor_name,
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realtor_phone_number__c: @realtor_phone,
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refinance_purpose__c: @refinance_reason,
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session_uuid__c: @session_uuid,
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source__c: @source,
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square_feet__c: @square_feet,
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type__c: @loan_type,
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va_eligible__c: @is_va_eligible,
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x1st_mortgage_balance__c: @first_mortgage_balance,
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x1st_mortgage_payment__c: @first_mortgage_payment,
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x1st_mortgage_rate__c: @first_mortgage_interest_rate,
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x2nd_mortgage__c: @second_mortgage,
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x2nd_mortgage_balance__c: @second_mortgage_balance,
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x2nd_mortgage_date_opened__c: @second_mortgage_date_opened,
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x2nd_mortgage_payment__c: @second_mortgage_payment,
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x2nd_mortgage_rate__c: @second_mortgage_rate
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).to_h
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end
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end
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end
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module AFCSalesforce
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class Borrower < Base
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attr_accessor :first_name, :income_type, :middle_name, :last_name, :phone,
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:ssn, :email, :street, :city, :state, :zip, :company_name,
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:marital_status, :suffix
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set_as_integer :monthly_income, :yearly_income, :years_on_job
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set_as_boolean :is_self_employed, :is_primary
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set_as_date :birthdate
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def to_h
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AFCSalesforce::Models::Contact.new(
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additional_income_type__c: @income_type,
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firstname: @first_name,
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middle_name__c: @middle_name,
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lastname: @last_name,
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suffix__c: @suffix,
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phone: @phone,
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ssn__c: @ssn,
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email: @email,
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21
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+
marital_status__c: @marital_status,
|
22
|
+
mailingstreet: @street,
|
23
|
+
mailingcity: @city,
|
24
|
+
mailingstate: @state,
|
25
|
+
mailingpostalcode: @zip,
|
26
|
+
bor_company_name__c: @company_name,
|
27
|
+
monthly_income__c: @monthly_income,
|
28
|
+
yearly_income__c: @yearly_income,
|
29
|
+
years_on_the_job__c: @years_on_job,
|
30
|
+
is_self_employed__c: @is_self_employed,
|
31
|
+
primary_borrower__c: @is_primary,
|
32
|
+
birthdate: @birthdate
|
33
|
+
).to_h
|
34
|
+
end
|
35
|
+
end
|
36
|
+
end
|
@@ -0,0 +1,16 @@
|
|
1
|
+
module AFCSalesforce
|
2
|
+
class Configuration
|
3
|
+
attr_accessor :salesforce_host, :salesforce_username, :salesforce_password, :salesforce_security_token,
|
4
|
+
:salesforce_client_id, :salesforce_client_secret, :salesforce_api_version
|
5
|
+
|
6
|
+
def initialize
|
7
|
+
@salesforce_host = nil
|
8
|
+
@salesforce_username = nil
|
9
|
+
@salesforce_password = nil
|
10
|
+
@salesforce_security_token = nil
|
11
|
+
@salesforce_client_id = nil
|
12
|
+
@salesforce_client_secret = nil
|
13
|
+
@salesforce_api_version = nil
|
14
|
+
end
|
15
|
+
end
|
16
|
+
end
|
@@ -0,0 +1,50 @@
|
|
1
|
+
module AFCSalesforce
|
2
|
+
module Forms
|
3
|
+
class AgentReferral
|
4
|
+
attr_accessor :lead, :ahc_realtor
|
5
|
+
|
6
|
+
def initialize(options={})
|
7
|
+
@lead = options[:lead]
|
8
|
+
@ahc_realtor = options[:ahc_realtor]
|
9
|
+
end
|
10
|
+
|
11
|
+
def valid?
|
12
|
+
validator = AgentReferralValidator.new(self)
|
13
|
+
validator.valid?
|
14
|
+
end
|
15
|
+
|
16
|
+
def validate!
|
17
|
+
validator = AgentReferralValidator.new(self)
|
18
|
+
if validator.valid?
|
19
|
+
return true
|
20
|
+
else
|
21
|
+
return validator.errors
|
22
|
+
end
|
23
|
+
end
|
24
|
+
|
25
|
+
def salesforce_hash
|
26
|
+
{
|
27
|
+
short_lead: {
|
28
|
+
lead: @lead.to_h
|
29
|
+
}
|
30
|
+
}
|
31
|
+
end
|
32
|
+
|
33
|
+
def send_to_salesforce
|
34
|
+
Restforce.new(
|
35
|
+
username: AFCSalesforce.configuration.salesforce_username,
|
36
|
+
password: AFCSalesforce.configuration.salesforce_password,
|
37
|
+
client_id: AFCSalesforce.configuration.salesforce_client_id,
|
38
|
+
client_secret: AFCSalesforce.configuration.salesforce_client_secret,
|
39
|
+
api_version: AFCSalesforce.configuration.salesforce_api_version
|
40
|
+
).post(URI('/services/apexrest/v1/lead_form'), salesforce_hash)
|
41
|
+
end
|
42
|
+
end
|
43
|
+
|
44
|
+
class AgentReferralValidator < AFCSalesforce::Tools::Validation::Validator
|
45
|
+
include AFCSalesforce::Tools::Validation
|
46
|
+
rule :lead, [{instance_of: AFCSalesforce::Lead}, :not_nil]
|
47
|
+
rule :ahc_realtor, [{instance_of: AFCSalesforce::AHCRealtor}, :not_nil]
|
48
|
+
end
|
49
|
+
end
|
50
|
+
end
|