attio-ruby 0.1.0 → 0.1.2

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data/CHANGELOG.md

@@ -5,6 +5,24 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [0.1.2] - 2025-08-07
+
+### Added
+- Deal status configuration system for customizing won/lost/open statuses
+- `Deal.in_stage` method to query deals by multiple stage names
+- Convenience class methods: `Deal.won`, `Deal.lost`, `Deal.open_deals`
+- Instance methods for deals: `current_status`, `status_changed_at`, `won_at`, `closed_at`
+- Improved `won?`, `lost?`, and `open?` methods that use configuration
+
+### Fixed
+- WorkspaceMember.active and WorkspaceMember.admins methods argument passing issue
+- Configuration arrays are now properly duplicated to avoid frozen array issues
+
+## [0.1.1] - 2025-08-07
+
+### Fixed
+- Minor bug fixes and improvements
+
 ## [0.1.0] - 2025-07-27
 
 ### Added

data/README.md

@@ -1,7 +1,7 @@
 # Attio Ruby SDK
 
 [![Gem Version](https://badge.fury.io/rb/attio-ruby.svg)](https://badge.fury.io/rb/attio-ruby)
-[![Build Status](https://github.com/rbeene/attio_ruby/workflows/CI/badge.svg)](https://github.com/rbeene/attio_ruby/actions)
+[![Build Status](https://github.com/rbeene/attio_ruby/actions/workflows/ci.yml/badge.svg)](https://github.com/rbeene/attio_ruby/actions/workflows/ci.yml)
 [![Documentation](https://img.shields.io/badge/docs-YARD-blue.svg)](https://rubydoc.info/gems/attio-ruby)
 
 A Ruby SDK for the [Attio API](https://attio.com/docs). This gem provides a simple and intuitive interface for interacting with Attio's CRM platform.
@@ -65,9 +65,7 @@ person = Attio::Person.create(
 )
 
 # Search for companies
-companies = Attio::Company.list(
-  params: { q: "tech", limit: 10 }
-)
+companies = Attio::Company.search("tech")
 ```
 
 ## Configuration
@@ -351,9 +349,11 @@ person.set_name(first: "Jane", last: "Doe")
 person.add_email("jane.doe@example.com")
 person.add_phone("+14155551234", country_code: "US")
 
-# Search methods
-jane = Attio::Person.find_by_email("jane@example.com")
-john = Attio::Person.find_by_name("John Smith")
+# Search methods - Rails-style find_by
+jane = Attio::Person.find_by(email: "jane@example.com")
+john = Attio::Person.find_by(name: "John Smith")
+# Can combine multiple conditions (uses AND logic)
+exec = Attio::Person.find_by(email: "exec@company.com", job_title: "CEO")
 ```
 
 #### Company Methods
@@ -371,10 +371,86 @@ company.name = "New Company Name"
 company.add_domain("newdomain.com")
 company.add_team_member(person)  # Associate a person with the company
 
+# Search methods - Rails-style find_by
+acme = Attio::Company.find_by(name: "Acme Corp")
+tech_co = Attio::Company.find_by(domain: "techcompany.com")
+# Can combine multiple conditions
+big_tech = Attio::Company.find_by(domain: "tech.com", employee_count: "100-500")
+```
+
+#### Deal Methods
+
+```ruby
+# Create a deal (requires name, stage, and owner)
+deal = Attio::Deal.create(
+  name: "Enterprise Deal",
+  value: 50000,
+  stage: "In Progress",  # Options: "Lead", "In Progress", "Won 🎉", "Lost"
+  owner: "sales@company.com"  # Must be a workspace member email
+)
+
+# Access methods
+deal.name               # Returns deal name
+deal.value              # Returns currency object with currency_value
+deal.stage              # Returns status object with nested title
+deal.status             # Alias for stage
+deal.current_status     # Returns the current status title as a string
+deal.status_changed_at  # Returns when the status was last changed
+
+# Update methods
+deal.update_stage("Won 🎉")
+deal.update_value(75000)
+
 # Search methods
-acme = Attio::Company.find_by_name("Acme Corp")
-tech_co = Attio::Company.find_by_domain("techcompany.com")
-large_cos = Attio::Company.find_by_size(min: 100)
+big_deals = Attio::Deal.find_by_value_range(min: 100000)
+mid_deals = Attio::Deal.find_by_value_range(min: 50000, max: 100000)
+won_deals = Attio::Deal.find_by(stage: "Won 🎉")
+
+# Query by status using convenience methods
+won_deals = Attio::Deal.won          # All deals with "Won 🎉" status
+lost_deals = Attio::Deal.lost        # All deals with "Lost" status
+open_deals = Attio::Deal.open_deals  # All deals with "Lead" or "In Progress"
+
+# Query by custom stages
+custom_deals = Attio::Deal.in_stage(stage_names: ["Won 🎉", "Contract Signed"])
+
+# Check deal status (uses configuration)
+deal.open?      # true if status is "Lead" or "In Progress"
+deal.won?       # true if status is "Won 🎉"
+deal.lost?      # true if status is "Lost"
+deal.won_at     # timestamp when deal was won (or nil)
+deal.closed_at  # timestamp when deal was closed (won or lost)
+
+# Associate with companies and people
+deal = Attio::Deal.create(
+  name: "Partnership Deal",
+  value: 100000,
+  stage: "Lead",
+  owner: "sales@company.com",
+  associated_people: ["contact@partner.com"],
+  associated_company: ["partner.com"]  # Uses domain
+)
+```
+
+##### Customizing Deal Statuses
+
+The gem uses Attio's default deal statuses ("Lead", "In Progress", "Won 🎉", "Lost") but you can customize these for your workspace:
+
+```ruby
+# In config/initializers/attio.rb
+Attio.configure do |config|
+  config.api_key = ENV["ATTIO_API_KEY"]
+  
+  # Customize which statuses are considered won, lost, or open
+  config.won_statuses = ["Won 🎉", "Contract Signed", "Customer"]
+  config.lost_statuses = ["Lost", "Disqualified", "No Budget"]
+  config.open_statuses = ["Lead", "Qualified Lead", "Prospect"]
+  config.in_progress_statuses = ["In Progress", "Negotiation", "Proposal Sent"]
+end
+
+# Now the convenience methods use your custom statuses
+won_deals = Attio::Deal.won  # Finds deals with any of your won_statuses
+deal.won?  # Returns true if deal status is in your won_statuses
 ```
 
 #### TypedRecord Methods
@@ -385,8 +461,10 @@ All typed records (Person, Company, and custom objects) support:
 # Search with query string
 results = Attio::Person.search("john")
 
-# Find by any attribute
-person = Attio::Person.find_by(:job_title, "CEO")
+# Find by any attribute using Rails-style syntax
+person = Attio::Person.find_by(job_title: "CEO")
+# Or find by multiple attributes (AND logic)
+person = Attio::Person.find_by(job_title: "CEO", company: "Acme Corp")
 
 # Aliases for common methods
 Attio::Person.all == Attio::Person.list