attio-ruby 0.1.1 → 0.1.3

checksums.yaml

@@ -1,7 +1,7 @@
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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).
 
+## [0.1.3] - 2025-08-07
+
+### Fixed
+- Added `lib/attio-ruby.rb` to fix Rails auto-require issue. The gem can now be auto-required by Rails/Bundler without needing `require: 'attio'` in the Gemfile.
+
+## [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

data/README.md

@@ -390,10 +390,12 @@ deal = Attio::Deal.create(
 )
 
 # 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.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 🎉")
@@ -404,10 +406,20 @@ 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 🎉")
 
-# Check deal status
-deal.open?   # true if not won or lost
-deal.won?    # true if stage includes "won"
-deal.lost?   # true if stage is "lost"
+# 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(
@@ -420,6 +432,27 @@ deal = Attio::Deal.create(
 )
 ```
 
+##### 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
 
 All typed records (Person, Company, and custom objects) support:

data/attio-ruby.gemspec

@@ -0,0 +1,61 @@
+# frozen_string_literal: true
+
+require_relative "lib/attio/version"
+
+Gem::Specification.new do |spec|
+  spec.name = "attio-ruby"
+  spec.version = Attio::VERSION
+  spec.authors = ["Robert Beene"]
+  spec.email = ["robert@ismly.com"]
+
+  spec.summary = "Ruby client library for the Attio API"
+  spec.description = "A comprehensive Ruby client library for the Attio CRM API with OAuth support, type safety, and extensive test coverage"
+  spec.homepage = "https://github.com/rbeene/attio_ruby"
+  spec.license = "MIT"
+  spec.required_ruby_version = ">= 3.4.0"
+
+  spec.metadata["allowed_push_host"] = "https://rubygems.org"
+  spec.metadata["homepage_uri"] = spec.homepage
+  spec.metadata["source_code_uri"] = "https://github.com/rbeene/attio_ruby"
+  spec.metadata["changelog_uri"] = "https://github.com/rbeene/attio_ruby/blob/main/CHANGELOG.md"
+  spec.metadata["documentation_uri"] = "https://rubydoc.info/gems/attio-ruby"
+  spec.metadata["bug_tracker_uri"] = "https://github.com/rbeene/attio_ruby/issues"
+
+  # Specify which files should be added to the gem when it is released.
+  spec.files = Dir.chdir(__dir__) do
+    `git ls-files -z`.split("\x0").reject do |f|
+      (File.expand_path(f) == __FILE__) ||
+        f.start_with?(*%w[bin/ test/ spec/ features/ .git .github appveyor Gemfile])
+    end
+  end
+  spec.bindir = "exe"
+  spec.executables = spec.files.grep(%r{\Aexe/}) { |f| File.basename(f) }
+  spec.require_paths = ["lib"]
+
+  # Runtime dependencies
+  spec.add_dependency "faraday", "~> 2.0"
+  spec.add_dependency "faraday-retry", "~> 2.0"
+  spec.add_dependency "ostruct", "~> 0.6"
+
+  # Development dependencies
+  spec.add_development_dependency "bundler", "~> 2.0"
+  spec.add_development_dependency "rake", "~> 13.0"
+  spec.add_development_dependency "rspec", "~> 3.12"
+  spec.add_development_dependency "webmock", "~> 3.18"
+  spec.add_development_dependency "simplecov", "~> 0.22"
+  spec.add_development_dependency "simplecov-cobertura", "~> 2.1"
+  spec.add_development_dependency "yard", "~> 0.9"
+  spec.add_development_dependency "redcarpet", "~> 3.6"
+  spec.add_development_dependency "rubocop", "~> 1.50"
+  spec.add_development_dependency "rubocop-rspec", "~> 2.20"
+  spec.add_development_dependency "rubocop-performance", "~> 1.17"
+  spec.add_development_dependency "standard", "~> 1.28"
+  spec.add_development_dependency "benchmark-ips", "~> 2.12"
+  spec.add_development_dependency "pry", "~> 0.14"
+  spec.add_development_dependency "pry-byebug", "~> 3.10"
+  spec.add_development_dependency "dotenv", "~> 2.8"
+  spec.add_development_dependency "timecop", "~> 0.9"
+  spec.add_development_dependency "bundle-audit", "~> 0.1"
+  spec.add_development_dependency "brakeman", "~> 6.0"
+  spec.metadata["rubygems_mfa_required"] = "true"
+end

data/lib/attio/resources/deal.rb

@@ -80,6 +80,42 @@ module Attio
         super(values: values, **opts)
       end
 
+      # Find deals by stage names
+      # @param stage_names [Array<String>] Array of stage names to filter by
+      # @return [Attio::ListObject] List of matching deals
+      def in_stage(stage_names:, **opts)
+        # If only one stage, use simple equality
+        if stage_names.length == 1
+          filter = { stage: stage_names.first }
+        else
+          # Multiple stages need $or operator
+          filter = {
+            "$or": stage_names.map { |stage| { stage: stage } }
+          }
+        end
+        
+        list(**opts.merge(params: {filter: filter}))
+      end
+
+      # Find won deals using configured statuses
+      # @return [Attio::ListObject] List of won deals
+      def won(**opts)
+        in_stage(stage_names: Attio.configuration.won_statuses, **opts)
+      end
+
+      # Find lost deals using configured statuses
+      # @return [Attio::ListObject] List of lost deals
+      def lost(**opts)
+        in_stage(stage_names: Attio.configuration.lost_statuses, **opts)
+      end
+
+      # Find open deals (Lead + In Progress) using configured statuses
+      # @return [Attio::ListObject] List of open deals
+      def open_deals(**opts)
+        all_open_statuses = Attio.configuration.open_statuses + Attio.configuration.in_progress_statuses
+        in_stage(stage_names: all_open_statuses, **opts)
+      end
+
       # Find deals within a value range
       # @param min [Numeric] Minimum value (optional)
       # @param max [Numeric] Maximum value (optional)
@@ -246,31 +282,65 @@ module Attio
     #   (value * probability / 100.0).round(2)
     # end
 
+    # Get the current status title
+    # @return [String, nil] The current status title
+    def current_status
+      return nil unless stage
+      
+      if stage.is_a?(Hash)
+        stage.dig("status", "title")
+      else
+        stage
+      end
+    end
+
+    # Get the timestamp when the status changed
+    # @return [Time, nil] The timestamp when status changed
+    def status_changed_at
+      return nil unless stage
+      
+      if stage.is_a?(Hash) && stage["active_from"]
+        Time.parse(stage["active_from"])
+      else
+        nil
+      end
+    end
+
     # Check if the deal is open
     # @return [Boolean] True if the deal is open
     def open?
-      return false unless stage
+      return false unless current_status
       
-      stage_title = stage.is_a?(Hash) ? stage.dig("status", "title") : stage
-      stage_title && !["won 🎉", "lost"].include?(stage_title.downcase)
+      all_open_statuses = Attio.configuration.open_statuses + Attio.configuration.in_progress_statuses
+      all_open_statuses.include?(current_status)
     end
 
     # Check if the deal is won
     # @return [Boolean] True if the deal is won
     def won?
-      return false unless stage
+      return false unless current_status
       
-      stage_title = stage.is_a?(Hash) ? stage.dig("status", "title") : stage
-      stage_title && stage_title.downcase.include?("won")
+      Attio.configuration.won_statuses.include?(current_status)
     end
 
     # Check if the deal is lost
     # @return [Boolean] True if the deal is lost
     def lost?
-      return false unless stage
+      return false unless current_status
       
-      stage_title = stage.is_a?(Hash) ? stage.dig("status", "title") : stage
-      stage_title && stage_title.downcase == "lost"
+      Attio.configuration.lost_statuses.include?(current_status)
+    end
+
+    # Get the timestamp when the deal was won
+    # @return [Time, nil] The timestamp when deal was won, or nil if not won
+    def won_at
+      won? ? status_changed_at : nil
+    end
+
+    # Get the timestamp when the deal was closed (won or lost)
+    # @return [Time, nil] The timestamp when deal was closed, or nil if still open
+    def closed_at
+      (won? || lost?) ? status_changed_at : nil
     end
 
     # # Check if the deal is overdue

data/lib/attio/resources/workspace_member.rb

@@ -123,13 +123,13 @@ module Attio
       end
 
       # List active members only
-      def active(**)
-        list(**).select(&:active?)
+      def active(**opts)
+        list(**opts).select(&:active?)
       end
 
       # List admin members only
-      def admins(**)
-        list(**).select(&:admin?)
+      def admins(**opts)
+        list(**opts).select(&:admin?)
       end
 
       # This resource doesn't support creation, updates, or deletion

data/lib/attio/util/configuration.rb

@@ -22,6 +22,10 @@ module Attio
         ca_bundle_path
         verify_ssl_certs
         use_faraday
+        won_statuses
+        lost_statuses
+        open_statuses
+        in_progress_statuses
       ].freeze
 
       # All available configuration settings
@@ -38,7 +42,11 @@ module Attio
         debug: false,
         ca_bundle_path: nil,
         verify_ssl_certs: true,
-        use_faraday: true
+        use_faraday: true,
+        won_statuses: ["Won 🎉"].freeze,
+        lost_statuses: ["Lost"].freeze,
+        open_statuses: ["Lead"].freeze,
+        in_progress_statuses: ["In Progress"].freeze
       }.freeze
 
       attr_reader(*ALL_SETTINGS)
@@ -157,7 +165,9 @@ module Attio
 
       def reset_without_lock!
         DEFAULT_SETTINGS.each do |key, value|
-          instance_variable_set("@#{key}", value)
+          # For arrays, create a new copy to avoid frozen arrays
+          actual_value = value.is_a?(Array) ? value.dup : value
+          instance_variable_set("@#{key}", actual_value)
         end
         @api_key = nil
       end

data/lib/attio/version.rb

@@ -2,5 +2,5 @@
 
 module Attio
   # Current version of the Attio Ruby gem
-  VERSION = "0.1.1"
+  VERSION = "0.1.3"
 end

data/lib/attio-ruby.rb

@@ -0,0 +1,5 @@
+# frozen_string_literal: true
+
+# This file exists to match the gem name for auto-requiring
+# It simply requires the main attio module
+require_relative "attio"

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: attio-ruby
 version: !ruby/object:Gem::Version
-  version: 0.1.1
+  version: 0.1.3
 platform: ruby
 authors:
 - Robert Beene
@@ -335,6 +335,7 @@ files:
 - LICENSE
 - README.md
 - Rakefile
+- attio-ruby.gemspec
 - docs/CODECOV_SETUP.md
 - examples/app_specific_typed_record.md
 - examples/basic_usage.rb
@@ -343,6 +344,7 @@ files:
 - examples/oauth_flow_README.md
 - examples/typed_records_example.rb
 - examples/webhook_server.rb
+- lib/attio-ruby.rb
 - lib/attio.rb
 - lib/attio/api_resource.rb
 - lib/attio/builders/name_builder.rb