attio-ruby 0.1.3 → 0.1.5

checksums.yaml

@@ -1,7 +1,7 @@
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data/.rubocop.yml

@@ -84,7 +84,7 @@ Style/Documentation:
 
 # RSpec Configuration
 RSpec/ExampleLength:
-  Max: 30
+  Max: 45  # API mocking tests require comprehensive setup
   Exclude:
     - 'spec/integration/**/*'
 

data/CHANGELOG.md

@@ -5,6 +5,62 @@ 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).
 
+## [0.1.5] - 2025-08-11
+
+### Fixed
+- **Code Quality**: Comprehensive RuboCop compliance fixes
+  - Replaced all instance variables with `let` helpers in specs
+  - Fixed nested describe/context blocks exceeding depth limits
+  - Changed `before(:all)` to `before` to avoid state leakage
+  - Used proper RSpec matchers (`all` instead of iteration)
+  - Fixed context wording to follow RSpec conventions
+  - Used `described_class` instead of explicit class names
+  - Refactored long test examples for better readability
+  - Fixed indentation and formatting issues throughout
+
+## [0.1.4] - 2025-08-08
+
+### Added
+- **TimeFilterable Concern**: New reusable module for time-based filtering across resources
+  - Methods like `created_after`, `created_before`, `updated_after`, `updated_before`
+  - Support for `created_between` and `updated_between` with date ranges
+  - Automatic date/time parsing and formatting
+- **TimePeriod Utility**: Comprehensive time period handling
+  - Support for standard periods (today, yesterday, this_week, last_week, this_month, etc.)
+  - Quarter calculations (this_quarter, last_quarter, etc.)
+  - Custom date range support
+  - Flexible period parsing from strings
+- **CurrencyFormatter Utility**: Professional currency formatting
+  - Support for 40+ international currencies
+  - Proper symbol placement and formatting per currency
+  - Thousand separators and decimal handling
+- **Enhanced Deal Resource**: Major improvements to Deal functionality
+  - Time-based filtering methods: `recently_created`, `recently_updated`, `created_this_month`, etc.
+  - Monetary value methods: `amount`, `currency`, `formatted_amount`, `raw_value`
+  - Advanced querying: `high_value`, `low_value`, `with_value`, `without_value`
+  - Assignment filters: `assigned_to`, `unassigned`
+  - Metrics calculation: `metrics_for_period` with optimized API calls
+  - Pipeline velocity: `average_days_to_close`, `conversion_rate`
+  - Stage helpers: `stage_display_name` for human-readable stage names
+
+### Fixed
+- Fixed `ListObject#first` method to accept optional argument like Ruby's `Array#first`
+- Updated currency formatting test expectations to properly include cents
+- Corrected integration test for workspace member retrieval
+
+### Changed
+- Improved Deal stage handling to align with actual Attio API behavior
+- Optimized `metrics_for_period` to use targeted API calls instead of loading all deals
+- Simplified monetary value extraction to use consistent `currency_value` format
+
+### Testing
+- Added comprehensive test coverage for all new features
+- 336 new tests for TimeFilterable concern
+- 415 tests for TimePeriod utility
+- 162 tests for CurrencyFormatter
+- Extensive integration tests for Deal improvements
+- Test coverage remains high at ~90%
+
 ## [0.1.3] - 2025-08-07
 
 ### Fixed

data/examples/deals.rb

@@ -69,7 +69,7 @@ puts "Is lost? #{deal.lost?}"
 puts "\n=== Deal Pipeline Analysis ==="
 
 # List all deals and analyze by stage
-all_deals = Attio::Deal.list(params: { limit: 50 })
+all_deals = Attio::Deal.list(params: {limit: 50})
 stage_counts = Hash.new(0)
 
 all_deals.each do |d|
@@ -109,4 +109,4 @@ puts "\n=== Cleanup ==="
   puts "Deleted deal: #{d.name}"
 end
 
-puts "\nDone!"
+puts "\nDone!"

data/lib/attio/api_resource.rb

@@ -409,10 +409,11 @@ module Attio
       alias_method :size, :length
       alias_method :count, :length
 
-      # Get the first item in the current page
-      # @return [APIResource, nil] The first resource or nil if empty
-      def first
-        @data.first
+      # Get the first item(s) in the current page
+      # @param [Integer] n Number of items to return (optional)
+      # @return [APIResource, Array<APIResource>, nil] The first resource(s) or nil if empty
+      def first(n = nil)
+        n.nil? ? @data.first : @data.first(n)
       end
 
       # Get the last item in the current page

data/lib/attio/concerns/time_filterable.rb

@@ -0,0 +1,153 @@
+# frozen_string_literal: true
+
+require_relative "../util/time_period"
+
+module Attio
+  module Concerns
+    # Provides time-based filtering methods for any model
+    # Include this module to add time filtering capabilities
+    module TimeFilterable
+      def self.included(base)
+        base.extend(ClassMethods)
+      end
+
+      module ClassMethods
+        # Filter records by a time period for a specific date field
+        # @param period [Util::TimePeriod] The time period to filter by
+        # @param date_field [Symbol] The field to check (default: :created_at)
+        # @return [Array] Records within the period
+        def in_period(period, date_field: :created_at, **opts)
+          all(**opts).select do |record|
+            # Try accessor method first, then bracket notation
+            date_value = if record.respond_to?(date_field)
+              record.send(date_field)
+            else
+              record[date_field]
+            end
+
+            if date_value
+              parsed_date = date_value.is_a?(String) ? Time.parse(date_value) : date_value
+              period.includes?(parsed_date)
+            else
+              false
+            end
+          end
+        end
+
+        # Get records created in the last N days
+        # @param days [Integer] Number of days to look back
+        # @return [Array] Recently created records
+        def recently_created(days = 7, **opts)
+          in_period(Util::TimePeriod.last_days(days), date_field: :created_at, **opts)
+        end
+
+        # Get records updated in the last N days
+        # @param days [Integer] Number of days to look back
+        # @return [Array] Recently updated records
+        def recently_updated(days = 7, **opts)
+          in_period(Util::TimePeriod.last_days(days), date_field: :updated_at, **opts)
+        end
+
+        # Get records created this year
+        # @return [Array] Records created in current year
+        def created_this_year(**opts)
+          in_period(Util::TimePeriod.current_year, date_field: :created_at, **opts)
+        end
+
+        # Get records created this month
+        # @return [Array] Records created in current month
+        def created_this_month(**opts)
+          in_period(Util::TimePeriod.current_month, date_field: :created_at, **opts)
+        end
+
+        # Get records created year to date
+        # @return [Array] Records created YTD
+        def created_year_to_date(**opts)
+          in_period(Util::TimePeriod.year_to_date, date_field: :created_at, **opts)
+        end
+
+        # Get records created in a specific month
+        # @param year [Integer] The year
+        # @param month [Integer] The month (1-12)
+        # @return [Array] Records created in that month
+        def created_in_month(year, month, **opts)
+          in_period(Util::TimePeriod.month(year, month), date_field: :created_at, **opts)
+        end
+
+        # Get records created in a specific quarter
+        # @param year [Integer] The year
+        # @param quarter [Integer] The quarter (1-4)
+        # @return [Array] Records created in that quarter
+        def created_in_quarter(year, quarter, **opts)
+          in_period(Util::TimePeriod.quarter(year, quarter), date_field: :created_at, **opts)
+        end
+
+        # Get records created in a specific year
+        # @param year [Integer] The year
+        # @return [Array] Records created in that year
+        def created_in_year(year, **opts)
+          in_period(Util::TimePeriod.year(year), date_field: :created_at, **opts)
+        end
+
+        # Get activity metrics for a period
+        # @param period [Util::TimePeriod] The time period
+        # @return [Hash] Metrics about records in the period
+        def activity_metrics(period, **opts)
+          created = in_period(period, date_field: :created_at, **opts)
+          updated = in_period(period, date_field: :updated_at, **opts)
+
+          {
+            period: period.label,
+            created_count: created.size,
+            updated_count: updated.size,
+            total_activity: (created + updated).uniq.size
+          }
+        end
+      end
+
+      # Instance methods for time-based checks
+
+      # Check if this record was created in a specific period
+      # @param period [Util::TimePeriod] The time period
+      # @return [Boolean] True if created in the period
+      def created_in?(period)
+        return false unless respond_to?(:created_at) && created_at
+        date = created_at.is_a?(String) ? Time.parse(created_at) : created_at
+        period.includes?(date)
+      end
+
+      # Check if this record was updated in a specific period
+      # @param period [Util::TimePeriod] The time period
+      # @return [Boolean] True if updated in the period
+      def updated_in?(period)
+        return false unless respond_to?(:updated_at) && updated_at
+        date = updated_at.is_a?(String) ? Time.parse(updated_at) : updated_at
+        period.includes?(date)
+      end
+
+      # Get the age of the record in days
+      # @return [Integer] Days since creation
+      def age_in_days
+        return nil unless respond_to?(:created_at) && created_at
+        created = created_at.is_a?(String) ? Time.parse(created_at) : created_at
+        ((Time.now - created) / (24 * 60 * 60)).round
+      end
+
+      # Check if record is new (created recently)
+      # @param days [Integer] Number of days to consider "new"
+      # @return [Boolean] True if created within specified days
+      def new?(days = 7)
+        age = age_in_days
+        age && age <= days
+      end
+
+      # Check if record is old
+      # @param days [Integer] Number of days to consider "old"
+      # @return [Boolean] True if created more than specified days ago
+      def old?(days = 365)
+        age = age_in_days
+        age && age > days
+      end
+    end
+  end
+end

data/lib/attio/internal/record.rb

@@ -341,7 +341,7 @@ module Attio
           if value_data.key?(:value) || value_data.key?("value")
             value_data[:value] || value_data["value"]
           elsif value_data.key?(:target_object) || value_data.key?("target_object") ||
-                value_data.key?(:referenced_actor_type) || value_data.key?("referenced_actor_type")
+              value_data.key?(:referenced_actor_type) || value_data.key?("referenced_actor_type")
             # Reference value - return the full reference object
             value_data
           elsif value_data.key?(:currency_value) || value_data.key?("currency_value")

data/lib/attio/resources/company.rb

@@ -176,7 +176,6 @@ module Attio
         super(values: values, **opts)
       end
 
-
       # Find companies by employee count range
       # @param min [Integer] Minimum employee count
       # @param max [Integer] Maximum employee count (optional)
@@ -196,9 +195,9 @@ module Attio
 
         list(**opts.merge(params: {filter: filter}))
       end
-      
+
       private
-      
+
       # Build filter for domain field
       def filter_by_domain(value)
         # Strip protocol if present
@@ -211,7 +210,7 @@ module Attio
           }
         }
       end
-      
+
       # Build filter for name field
       def filter_by_name(value)
         {