basecrm 0.1.2 → 1.0.0
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- checksums.yaml +4 -4
- data/LICENSE +2 -2
- data/README.md +273 -17
- data/lib/basecrm.rb +185 -1
- data/lib/basecrm/configuration.rb +59 -0
- data/lib/basecrm/envelope.rb +7 -0
- data/lib/basecrm/errors.rb +65 -0
- data/lib/basecrm/http_client.rb +91 -0
- data/lib/basecrm/middlewares/oauth_bearer_token.rb +18 -0
- data/lib/basecrm/middlewares/raise_error.rb +31 -0
- data/lib/basecrm/model.rb +6 -0
- data/lib/basecrm/models/account.rb +31 -0
- data/lib/basecrm/models/address.rb +22 -0
- data/lib/basecrm/models/associated_contact.rb +19 -0
- data/lib/basecrm/models/contact.rb +88 -0
- data/lib/basecrm/models/deal.rb +58 -0
- data/lib/basecrm/models/lead.rb +79 -0
- data/lib/basecrm/models/loss_reason.rb +22 -0
- data/lib/basecrm/models/note.rb +28 -0
- data/lib/basecrm/models/pipeline.rb +19 -0
- data/lib/basecrm/models/source.rb +22 -0
- data/lib/basecrm/models/stage.rb +34 -0
- data/lib/basecrm/models/tag.rb +25 -0
- data/lib/basecrm/models/task.rb +46 -0
- data/lib/basecrm/models/user.rb +31 -0
- data/lib/basecrm/paginated_resource.rb +32 -0
- data/lib/basecrm/services/accounts_service.rb +33 -0
- data/lib/basecrm/services/associated_contacts_service.rb +91 -0
- data/lib/basecrm/services/contacts_service.rb +138 -0
- data/lib/basecrm/services/deals_service.rb +137 -0
- data/lib/basecrm/services/leads_service.rb +140 -0
- data/lib/basecrm/services/loss_reasons_service.rb +133 -0
- data/lib/basecrm/services/notes_service.rb +134 -0
- data/lib/basecrm/services/pipelines_service.rb +50 -0
- data/lib/basecrm/services/sources_service.rb +133 -0
- data/lib/basecrm/services/stages_service.rb +52 -0
- data/lib/basecrm/services/tags_service.rb +132 -0
- data/lib/basecrm/services/tasks_service.rb +141 -0
- data/lib/basecrm/services/users_service.rb +83 -0
- data/lib/basecrm/version.rb +3 -0
- data/spec/factories/associated_contact.rb +14 -0
- data/spec/factories/contact.rb +27 -0
- data/spec/factories/deal.rb +17 -0
- data/spec/factories/lead.rb +26 -0
- data/spec/factories/loss_reason.rb +11 -0
- data/spec/factories/note.rb +13 -0
- data/spec/factories/source.rb +11 -0
- data/spec/factories/tag.rb +12 -0
- data/spec/factories/task.rb +15 -0
- data/spec/services/accounts_service_spec.rb +16 -0
- data/spec/services/associated_contacts_service_spec.rb +43 -0
- data/spec/services/contacts_service_spec.rb +58 -0
- data/spec/services/deals_service_spec.rb +58 -0
- data/spec/services/leads_service_spec.rb +58 -0
- data/spec/services/loss_reasons_service_spec.rb +58 -0
- data/spec/services/notes_service_spec.rb +58 -0
- data/spec/services/pipelines_service_spec.rb +23 -0
- data/spec/services/sources_service_spec.rb +58 -0
- data/spec/services/stages_service_spec.rb +23 -0
- data/spec/services/tags_service_spec.rb +58 -0
- data/spec/services/tasks_service_spec.rb +58 -0
- data/spec/services/users_service_spec.rb +39 -0
- data/spec/spec_helper.rb +24 -12
- data/spec/support/client_helpers.rb +19 -0
- metadata +160 -71
- data/.gitignore +0 -20
- data/.rspec +0 -2
- data/.travis.yml +0 -6
- data/Gemfile +0 -4
- data/Rakefile +0 -8
- data/basecrm.gemspec +0 -23
- data/lib/base_crm.rb +0 -24
- data/lib/base_crm/account.rb +0 -11
- data/lib/base_crm/api_client_ext.rb +0 -6
- data/lib/base_crm/config.rb +0 -21
- data/lib/base_crm/contact.rb +0 -44
- data/lib/base_crm/custom_fieldable.rb +0 -32
- data/lib/base_crm/deal.rb +0 -50
- data/lib/base_crm/forecasting.rb +0 -12
- data/lib/base_crm/lead.rb +0 -36
- data/lib/base_crm/note.rb +0 -15
- data/lib/base_crm/noteable.rb +0 -15
- data/lib/base_crm/related_object_scope.rb +0 -35
- data/lib/base_crm/resource.rb +0 -14
- data/lib/base_crm/session.rb +0 -48
- data/lib/base_crm/source.rb +0 -14
- data/lib/base_crm/task.rb +0 -16
- data/lib/base_crm/taskable.rb +0 -15
- data/lib/base_crm/version.rb +0 -3
- data/spec/base_crm/account_spec.rb +0 -20
- data/spec/base_crm/contact_spec.rb +0 -92
- data/spec/base_crm/deal_spec.rb +0 -138
- data/spec/base_crm/forecasting_spec.rb +0 -34
- data/spec/base_crm/lead_spec.rb +0 -63
- data/spec/base_crm/note_spec.rb +0 -20
- data/spec/base_crm/resource_mixin_spec.rb +0 -26
- data/spec/base_crm/session_spec.rb +0 -97
- data/spec/base_crm/source_spec.rb +0 -20
- data/spec/base_crm/task_spec.rb +0 -21
- data/spec/support/noteable_shared_examples.rb +0 -64
- data/spec/support/taskable_shared_examples.rb +0 -69
@@ -0,0 +1,58 @@
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# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
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module BaseCRM
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class Deal < Model
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# @!attribute [r] created_at
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# @return [DateTime] Date and time that the deal was created in UTC (ISO8601 format).
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# attr_reader :created_at
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# @!attribute [r] creator_id
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# @return [Integer] Unique identifier of the user who created the deal.
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# attr_reader :creator_id
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# @!attribute [r] id
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# @return [Integer] Unique identifier of the deal.
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# attr_reader :id
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# @!attribute [r] organization_id
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# @return [Integer] Unique identifier of an organization.
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# attr_reader :organization_id
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# @!attribute [r] updated_at
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# @return [DateTime] Date and time of the last update on the deal in UTC (ISO8601 format).
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# attr_reader :updated_at
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# @!attribute [rw] contact_id
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# @return [Integer] Unique identifier of a primary contact.
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# attr_accessor :contact_id
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# @!attribute [rw] currency
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# @return [String] Currency of the deal, specified in 3-character currency code (ISO4217) format.
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# attr_accessor :currency
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# @!attribute [rw] custom_fields
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# @return [Hash] Custom fields are key-value data attached to a deal. See more at [Custom Fields](/docs/rest/articles/requests#custom_fields).
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# attr_accessor :custom_fields
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# @!attribute [rw] dropbox_email
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# @return [String] Dropbox email connected with the deal.
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# attr_accessor :dropbox_email
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# @!attribute [rw] hot
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# @return [Boolean] Indicator of whether or not the deal is hot.
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# attr_accessor :hot
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# @!attribute [rw] loss_reason_id
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# @return [Integer] Reason why the deal was lost.
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# attr_accessor :loss_reason_id
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# @!attribute [rw] name
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# @return [String] Name of the deal.
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# attr_accessor :name
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# @!attribute [rw] owner_id
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# @return [Integer] Unique identifier of the user that the deal is assigned to.
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# attr_accessor :owner_id
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# @!attribute [rw] source_id
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# @return [Integer] Unique identifier of the Source.
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# attr_accessor :source_id
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# @!attribute [rw] stage_id
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# @return [Integer] Unique identifier of the deal's current stage in the pipeline.
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# attr_accessor :stage_id
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# @!attribute [rw] tags
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# @return [Array<String>] An array of tags for a deal. See more at [Tags](/docs/rest/articles/requests#tags).
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# attr_accessor :tags
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# @!attribute [rw] value
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# @return [Integer] Value of the deal in a currency specified in the `currency` field.
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# attr_accessor :value
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end
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end
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# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
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module BaseCRM
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class Lead < Model
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# @!attribute [r] created_at
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# @return [DateTime] Date and time of the creation in UTC (ISO8601 format).
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# attr_reader :created_at
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# @!attribute [r] creator_id
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# @return [Integer] Unique identifier of the user who created the lead.
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# attr_reader :creator_id
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# @!attribute [r] id
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# @return [Integer] Unique identifier of the lead.
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# attr_reader :id
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# @!attribute [r] updated_at
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# @return [DateTime] Date and time of the last update in UTC (ISO8601 format).
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# attr_reader :updated_at
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# @!attribute [rw] address
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# @return [Address]
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# attr_accessor :address
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# @!attribute [rw] custom_fields
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# @return [Hash] Custom fields are a either a single key-value pair attached to a lead or a set of key-value pairs attached to a lead. See more at [Custom Fields](/docs/rest/articles/requests#custom_fields).
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# attr_accessor :custom_fields
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# @!attribute [rw] description
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# @return [String] Lead description.
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# attr_accessor :description
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# @!attribute [rw] email
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# @return [String] Lead's email.
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# attr_accessor :email
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# @!attribute [rw] facebook
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# @return [String] Lead's Facebook nickname.
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# attr_accessor :facebook
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# @!attribute [rw] fax
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# @return [String] Lead's fax number.
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# attr_accessor :fax
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# @!attribute [rw] first_name
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# @return [String] First name of the lead.
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# attr_accessor :first_name
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# @!attribute [rw] industry
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# @return [String] Organization's industry.
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# attr_accessor :industry
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# @!attribute [rw] last_name
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# @return [String] Last name of the lead. Required unless `organization_name` field is provided.
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# attr_accessor :last_name
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# @!attribute [rw] linkedin
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# @return [String] Lead's Linkedin nickname.
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# attr_accessor :linkedin
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# @!attribute [rw] mobile
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# @return [String] Lead's mobile phone number.
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# attr_accessor :mobile
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# @!attribute [rw] organization_name
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# @return [String] Organization name of the lead. Required unless `last_name` field is provided.
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# attr_accessor :organization_name
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# @!attribute [rw] owner_id
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# @return [Integer] Unique identifier of the user who currently owns the lead.
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# attr_accessor :owner_id
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# @!attribute [rw] phone
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# @return [String] Lead's phone number.
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# attr_accessor :phone
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# @!attribute [rw] skype
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# @return [String] Lead's Skype nickname.
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# attr_accessor :skype
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# @!attribute [rw] status
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# @return [String] Status of the lead.
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# attr_accessor :status
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# @!attribute [rw] tags
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# @return [Array<String>] An array of tags for a lead. See more at [Tags](/docs/rest/articles/requests#tags).
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# attr_accessor :tags
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# @!attribute [rw] title
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# @return [String] Job title of the lead.
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# attr_accessor :title
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# @!attribute [rw] twitter
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# @return [String] Lead's Twitter handle.
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# attr_accessor :twitter
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# @!attribute [rw] website
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# @return [String] Lead's website.
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# attr_accessor :website
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end
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end
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# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
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module BaseCRM
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class LossReason < Model
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# @!attribute [r] created_at
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# @return [DateTime] Date and time of creation in UTC ISO8601 format.
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# attr_reader :created_at
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# @!attribute [r] creator_id
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# @return [Integer] Unique identifier of the user the loss reason was created by.
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# attr_reader :creator_id
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# @!attribute [r] id
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# @return [Integer] Unique identifier of the loss reason.
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# attr_reader :id
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# @!attribute [r] updated_at
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# @return [DateTime] Date and time of the last update in UTC ISO8601 format.
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# attr_reader :updated_at
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# @!attribute [rw] name
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# @return [String] Human-friendly loss reason explanation.
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# attr_accessor :name
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end
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end
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# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
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module BaseCRM
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class Note < Model
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# @!attribute [r] created_at
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# @return [DateTime] Date and time of creation in UTC (ISO8601 format).
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# attr_reader :created_at
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# @!attribute [r] creator_id
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# @return [Integer] Unique identifier of the user that created the note.
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# attr_reader :creator_id
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# @!attribute [r] id
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# @return [Integer] Unique identifier of the note.
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# attr_reader :id
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# @!attribute [r] updated_at
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# @return [DateTime] Date and time of the last update in UTC (ISO8601 format).
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# attr_reader :updated_at
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# @!attribute [rw] content
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# @return [String] Content of the note.
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# attr_accessor :content
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# @!attribute [rw] resource_id
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# @return [Integer] Unique identifier of the resource the note is attached to.
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# attr_accessor :resource_id
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# @!attribute [rw] resource_type
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# @return [String] Type name of the resource the note is attached to.
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# attr_accessor :resource_type
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end
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end
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# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
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module BaseCRM
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class Pipeline < Model
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# @!attribute [r] created_at
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# @return [DateTime] Date and time of creation in UTC ISO8601 format.
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# attr_reader :created_at
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# @!attribute [r] id
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# @return [Integer] The unique identifier of the pipeline.
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# attr_reader :id
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# @!attribute [r] updated_at
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# @return [DateTime] Date and time of last update in UTC ISO8601 format.
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# attr_reader :updated_at
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# @!attribute [rw] name
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# @return [String] Human-friendly name of the pipeline.
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# attr_accessor :name
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end
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end
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# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
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module BaseCRM
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class Source < Model
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# @!attribute [r] created_at
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# @return [String] Date and time of creation in UTC (ISO 8601 format).
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# attr_reader :created_at
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# @!attribute [r] creator_id
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# @return [Integer] Unique identifier of the user that created the source.
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# attr_reader :creator_id
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# @!attribute [r] id
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# @return [Integer] Unique identifier of the deal source.
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# attr_reader :id
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# @!attribute [r] updated_at
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# @return [String] Date and time of the last update in UTC (ISO 8601 format).
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# attr_reader :updated_at
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# @!attribute [rw] name
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# @return [String] Name of the source.
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# attr_accessor :name
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end
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end
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# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
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module BaseCRM
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class Stage < Model
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# @!attribute [r] created_at
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# @return [DateTime] Date and time of creation in UTC ISO8601 format.
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# attr_reader :created_at
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# @!attribute [r] id
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# @return [Integer] The unique identifier of the stage.
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# attr_reader :id
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# @!attribute [r] updated_at
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# @return [DateTime] Date and time of last update in UTC ISO8601 format.
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# attr_reader :updated_at
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# @!attribute [rw] active
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# @return [Boolean] Indicator whether or not the stage contains finalized deals.
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# attr_accessor :active
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# @!attribute [rw] category
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# @return [String] The unique category name of the stage.
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# attr_accessor :category
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# @!attribute [rw] likelihood
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# @return [Integer] The likelihood that a deal will be won, set for the stage as percentage.
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# attr_accessor :likelihood
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# @!attribute [rw] name
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# @return [String] Human-friendly name of the stage.
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# attr_accessor :name
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+
# @!attribute [rw] pipeline_id
|
28
|
+
# @return [Integer] Unique identifier of the pipeline that contains this stage.
|
29
|
+
# attr_accessor :pipeline_id
|
30
|
+
# @!attribute [rw] position
|
31
|
+
# @return [Integer] The stage's position in the pipeline.
|
32
|
+
# attr_accessor :position
|
33
|
+
end
|
34
|
+
end
|
@@ -0,0 +1,25 @@
|
|
1
|
+
# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
|
2
|
+
|
3
|
+
module BaseCRM
|
4
|
+
class Tag < Model
|
5
|
+
# @!attribute [r] created_at
|
6
|
+
# @return [DateTime] Date and time of creation in UTC (ISO8601 format).
|
7
|
+
# attr_reader :created_at
|
8
|
+
# @!attribute [r] creator_id
|
9
|
+
# @return [Integer] User ID of the tag's creator.
|
10
|
+
# attr_reader :creator_id
|
11
|
+
# @!attribute [r] id
|
12
|
+
# @return [Integer] Unique identifier of the tag.
|
13
|
+
# attr_reader :id
|
14
|
+
# @!attribute [r] updated_at
|
15
|
+
# @return [DateTime] Date and time of the last update in UTC (ISO8601 format).
|
16
|
+
# attr_reader :updated_at
|
17
|
+
|
18
|
+
# @!attribute [rw] name
|
19
|
+
# @return [String] Name of the tag.
|
20
|
+
# attr_accessor :name
|
21
|
+
# @!attribute [rw] resource_type
|
22
|
+
# @return [String] Type name of the resource the tag is attached to.
|
23
|
+
# attr_accessor :resource_type
|
24
|
+
end
|
25
|
+
end
|
@@ -0,0 +1,46 @@
|
|
1
|
+
# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
|
2
|
+
|
3
|
+
module BaseCRM
|
4
|
+
class Task < Model
|
5
|
+
# @!attribute [r] completed_at
|
6
|
+
# @return [DateTime] Date and time of the task's completion in UTC (ISO8601 format).
|
7
|
+
# attr_reader :completed_at
|
8
|
+
# @!attribute [r] created_at
|
9
|
+
# @return [DateTime] Date and time of task creation in UTC (ISO8601 format).
|
10
|
+
# attr_reader :created_at
|
11
|
+
# @!attribute [r] creator_id
|
12
|
+
# @return [Integer] Unique identifier of the user who created the task.
|
13
|
+
# attr_reader :creator_id
|
14
|
+
# @!attribute [r] id
|
15
|
+
# @return [Integer] Unique identifier of the task.
|
16
|
+
# attr_reader :id
|
17
|
+
# @!attribute [r] overdue
|
18
|
+
# @return [Boolean] Indicator for whether the task has passed the `due_date` or not.
|
19
|
+
# attr_reader :overdue
|
20
|
+
# @!attribute [r] updated_at
|
21
|
+
# @return [DateTime] Date and time of the last update to the task in UTC (ISO8601 format).
|
22
|
+
# attr_reader :updated_at
|
23
|
+
|
24
|
+
# @!attribute [rw] completed
|
25
|
+
# @return [Boolean] Indicator of whether the task is completed or not.
|
26
|
+
# attr_accessor :completed
|
27
|
+
# @!attribute [rw] content
|
28
|
+
# @return [String] Content of the task.
|
29
|
+
# attr_accessor :content
|
30
|
+
# @!attribute [rw] due_date
|
31
|
+
# @return [DateTime] Date and time of creation in UTC (ISO8601 format).
|
32
|
+
# attr_accessor :due_date
|
33
|
+
# @!attribute [rw] owner_id
|
34
|
+
# @return [Integer] Unique identifier of the user the task is assigned to.
|
35
|
+
# attr_accessor :owner_id
|
36
|
+
# @!attribute [rw] remind_at
|
37
|
+
# @return [DateTime] Date and time that we should send you a reminder in UTC (ISO8601 format).
|
38
|
+
# attr_accessor :remind_at
|
39
|
+
# @!attribute [rw] resource_id
|
40
|
+
# @return [Integer] Unique identifier of the resource the task is attached to.
|
41
|
+
# attr_accessor :resource_id
|
42
|
+
# @!attribute [rw] resource_type
|
43
|
+
# @return [String] Name of the resource type the task is attached to.
|
44
|
+
# attr_accessor :resource_type
|
45
|
+
end
|
46
|
+
end
|
@@ -0,0 +1,31 @@
|
|
1
|
+
# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
|
2
|
+
|
3
|
+
module BaseCRM
|
4
|
+
class User < Model
|
5
|
+
# @!attribute [r] confirmed
|
6
|
+
# @return [Boolean] Indicates whether the user's account has been confirmed or not.
|
7
|
+
# attr_reader :confirmed
|
8
|
+
# @!attribute [r] created_at
|
9
|
+
# @return [DateTime] Date and time of creation in UTC (ISO8601 format).
|
10
|
+
# attr_reader :created_at
|
11
|
+
# @!attribute [r] id
|
12
|
+
# @return [Integer] Unique identifier of the user.
|
13
|
+
# attr_reader :id
|
14
|
+
# @!attribute [r] role
|
15
|
+
# @return [String] Role of the user.
|
16
|
+
# attr_reader :role
|
17
|
+
# @!attribute [r] status
|
18
|
+
# @return [String] Status of the user's account. Usually `active`.
|
19
|
+
# attr_reader :status
|
20
|
+
# @!attribute [r] updated_at
|
21
|
+
# @return [DateTime] Date and time of the last update in UTC (ISO8601 format).
|
22
|
+
# attr_reader :updated_at
|
23
|
+
|
24
|
+
# @!attribute [rw] email
|
25
|
+
# @return [String] Email address of the user.
|
26
|
+
# attr_accessor :email
|
27
|
+
# @!attribute [rw] name
|
28
|
+
# @return [String] Full name of the user.
|
29
|
+
# attr_accessor :name
|
30
|
+
end
|
31
|
+
end
|
@@ -0,0 +1,32 @@
|
|
1
|
+
module BaseCRM
|
2
|
+
class PaginatedResource
|
3
|
+
include Enumerable
|
4
|
+
|
5
|
+
attr_reader :current_page
|
6
|
+
|
7
|
+
def initialize(service, *args)
|
8
|
+
raise TypeError unless service.respond_to?(:where)
|
9
|
+
|
10
|
+
@service = service
|
11
|
+
@args = args
|
12
|
+
@options = args.last.kind_of?(Hash) ? args.pop : {}
|
13
|
+
end
|
14
|
+
|
15
|
+
def each(&block)
|
16
|
+
return to_enum(:each) unless block_given?
|
17
|
+
|
18
|
+
current_page = 1
|
19
|
+
per_page = 25
|
20
|
+
|
21
|
+
search_options = @options.merge(page: current_page, per_page: per_page)
|
22
|
+
|
23
|
+
until (resources = @service.where(*@args, search_options)).empty?
|
24
|
+
resources.each(&block)
|
25
|
+
current_page += 1
|
26
|
+
search_options[:page] = current_page
|
27
|
+
end
|
28
|
+
|
29
|
+
self
|
30
|
+
end
|
31
|
+
end
|
32
|
+
end
|
@@ -0,0 +1,33 @@
|
|
1
|
+
# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
|
2
|
+
|
3
|
+
module BaseCRM
|
4
|
+
class AccountsService
|
5
|
+
def initialize(client)
|
6
|
+
@client = client
|
7
|
+
end
|
8
|
+
|
9
|
+
# Retrieve account details
|
10
|
+
#
|
11
|
+
# get '/accounts/self'
|
12
|
+
#
|
13
|
+
# Returns detailed information about your account
|
14
|
+
#
|
15
|
+
# @return [Account] Resource object.
|
16
|
+
def self
|
17
|
+
_, _, root = @client.get("/accounts/self")
|
18
|
+
Account.new(root[:data])
|
19
|
+
end
|
20
|
+
|
21
|
+
|
22
|
+
private
|
23
|
+
def validate_type!(account)
|
24
|
+
raise TypeError unless account.is_a?(Account) || account.is_a?(Hash)
|
25
|
+
end
|
26
|
+
|
27
|
+
def extract_params!(account, *args)
|
28
|
+
params = account.to_h.select{ |k, _| args.include?(k) }
|
29
|
+
raise ArgumentError, "one of required attributes is missing. Expected: #{args.join(',')}" if params.count != args.length
|
30
|
+
params
|
31
|
+
end
|
32
|
+
end
|
33
|
+
end
|