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 +1,133 @@
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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 LossReasonsService
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OPTS_KEYS_TO_PERSIST = Set[:name]
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def initialize(client)
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@client = client
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end
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# Retrieve all reasons
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#
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# get '/loss_reasons'
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#
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# If you want to use filtering or sorting (see #where).
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# @return [Enumerable] Paginated resource you can use to iterate over all the resources.
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def all
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PaginatedResource.new(self)
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end
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# Retrieve all reasons
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#
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# get '/loss_reasons'
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#
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# Returns all deal loss reasons available to the user according to the parameters provided
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#
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# @param options [Hash] Search options
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# @option options [String] :ids Comma separated list of deal loss reasons unique identifiers to be returned in a request.
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# @option options [String] :name Name of the loss reason to search for. This parameter is used in a strict sense.
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# @option options [Integer] :page (1) Page number to start from. Page numbering is 1-based and omitting `page` parameter will return the first page.
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# @option options [Integer] :per_page (25) Number of records to return per page. Default limit is *25* and maximum number that can be returned is *100*.
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# @option options [String] :sort_by (id:asc) A field to sort by. **Default** ordering is **ascending**. If you want to change the sort ordering to descending, append `:desc` to the field e.g. `sort_by=name:desc`.
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# @return [Array<LossReason>] The list of LossReasons for the first page, unless otherwise specified.
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def where(options = {})
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_, _, root = @client.get("/loss_reasons", options)
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root[:items].map{ |item| LossReason.new(item[:data]) }
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end
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# Create a loss reason
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#
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# post '/loss_reasons'
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#
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# Create a new loss reason
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# <figure class="notice">
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# Loss reason's name **must** be unique
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# </figure>
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#
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# @param loss_reason [LossReason, Hash] Either object of the LossReason type or Hash. This object's attributes describe the object to be created.
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# @return [LossReason] The resulting object represting created resource.
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def create(loss_reason)
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validate_type!(loss_reason)
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attributes = sanitize(loss_reason)
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_, _, root = @client.post("/loss_reasons", attributes)
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LossReason.new(root[:data])
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end
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# Retrieve a single reason
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#
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# get '/loss_reasons/{id}'
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#
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# Returns a single loss reason available to the user by the provided id
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# If a loss reason with the supplied unique identifier does not exist, it returns an error
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#
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# @param id [Integer] Unique identifier of a LossReason
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# @return [LossReason] Searched resource object.
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def find(id)
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_, _, root = @client.get("/loss_reasons/#{id}")
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LossReason.new(root[:data])
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end
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# Update a loss reason
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#
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# put '/loss_reasons/{id}'
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#
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# Updates a loss reason information
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# If the specified loss reason does not exist, the request will return an error
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# <figure class="notice">
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# If you want to update loss reason you **must** make sure name of the reason is unique
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# </figure>
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#
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# @param loss_reason [LossReason, Hash] Either object of the LossReason type or Hash. This object's attributes describe the object to be updated.
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# @return [LossReason] The resulting object represting updated resource.
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def update(loss_reason)
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validate_type!(loss_reason)
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params = extract_params!(loss_reason, :id)
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id = params[:id]
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attributes = sanitize(loss_reason)
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_, _, root = @client.put("/loss_reasons/#{id}", attributes)
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LossReason.new(root[:data])
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end
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# Delete a reason
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#
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# delete '/loss_reasons/{id}'
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#
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# Delete an existing loss reason
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# If the reason with supplied unique identifier does not exist it returns an error
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# This operation cannot be undone
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#
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# @param id [Integer] Unique identifier of a LossReason
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# @return [Boolean] Status of the operation.
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def destroy(id)
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status, _, _ = @client.delete("/loss_reasons/#{id}")
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status == 204
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end
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private
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def validate_type!(loss_reason)
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raise TypeError unless loss_reason.is_a?(LossReason) || loss_reason.is_a?(Hash)
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end
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def extract_params!(loss_reason, *args)
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params = loss_reason.to_h.select{ |k, _| args.include?(k) }
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raise ArgumentError, "one of required attributes is missing. Expected: #{args.join(',')}" if params.count != args.length
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params
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end
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def sanitize(loss_reason)
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loss_reason.to_h.select { |k, _| OPTS_KEYS_TO_PERSIST.include?(k) }
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end
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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 NotesService
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OPTS_KEYS_TO_PERSIST = Set[:content, :resource_id, :resource_type]
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def initialize(client)
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@client = client
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end
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# Retrieve all notes
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#
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# get '/notes'
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#
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# If you want to use filtering or sorting (see #where).
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# @return [Enumerable] Paginated resource you can use to iterate over all the resources.
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def all
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PaginatedResource.new(self)
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end
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# Retrieve all notes
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#
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# get '/notes'
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#
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# Returns all notes available to the user, according to the parameters provided
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#
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# @param options [Hash] Search options
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# @option options [Integer] :creator_id Unique identifier of the user. Returns all notes created by the user.
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# @option options [String] :ids Comma-separated list of note IDs to be returned in a request.
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# @option options [String] :includes Comma-separated list of one or more resources related to the note. **Not supported at the moment**.
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# @option options [Integer] :page (1) Page number to start from. Page numbering starts at 1, and omitting the `page` parameter will return the first page.
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# @option options [Integer] :per_page (25) Number of records to return per page. The default limit is *25* and the maximum number that can be returned at one time is *100*.
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# @option options [String] :q A query string to search for. Performs a full text search on the `content` field.
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# @option options [Integer] :resource_id Unique identifier of the resource to search for.
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# @option options [String] :resource_type Name of the type of resource to search for.
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# @option options [String] :sort_by (updated_at:asc) A field to sort by. **Default** ordering is **ascending**. If you want to change the sort ordering to descending, append `:desc` to the field e.g. `sort_by=resource_type:desc`.
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# @return [Array<Note>] The list of Notes for the first page, unless otherwise specified.
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def where(options = {})
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_, _, root = @client.get("/notes", options)
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root[:items].map{ |item| Note.new(item[:data]) }
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end
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# Create a note
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#
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# post '/notes'
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#
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# Create a new note and associate it with one of the resources listed below:
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# * [Leads](/docs/rest/reference/leads)
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# * [Contacts](/docs/rest/reference/contacts)
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# * [Deals](/docs/rest/reference/deals)
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#
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# @param note [Note, Hash] Either object of the Note type or Hash. This object's attributes describe the object to be created.
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# @return [Note] The resulting object represting created resource.
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def create(note)
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validate_type!(note)
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attributes = sanitize(note)
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_, _, root = @client.post("/notes", attributes)
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Note.new(root[:data])
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end
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# Retrieve a single note
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#
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# get '/notes/{id}'
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#
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# Returns a single note available to the user, according to the unique note ID provided
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# If the note ID does not exist, this request will return an error
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#
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# @param id [Integer] Unique identifier of a Note
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# @return [Note] Searched resource object.
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def find(id)
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_, _, root = @client.get("/notes/#{id}")
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Note.new(root[:data])
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end
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# Update a note
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#
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# put '/notes/{id}'
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#
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# Updates note information
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# If the note ID does not exist, this request will return an error
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#
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# @param note [Note, Hash] Either object of the Note type or Hash. This object's attributes describe the object to be updated.
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# @return [Note] The resulting object represting updated resource.
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def update(note)
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validate_type!(note)
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params = extract_params!(note, :id)
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id = params[:id]
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attributes = sanitize(note)
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_, _, root = @client.put("/notes/#{id}", attributes)
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Note.new(root[:data])
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end
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# Delete a note
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#
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# delete '/notes/{id}'
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#
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# Delete an existing note
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# If the note ID does not exist, this request will return an error
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# This operation cannot be undone
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#
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# @param id [Integer] Unique identifier of a Note
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# @return [Boolean] Status of the operation.
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def destroy(id)
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status, _, _ = @client.delete("/notes/#{id}")
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status == 204
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end
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private
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def validate_type!(note)
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raise TypeError unless note.is_a?(Note) || note.is_a?(Hash)
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end
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def extract_params!(note, *args)
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params = note.to_h.select{ |k, _| args.include?(k) }
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raise ArgumentError, "one of required attributes is missing. Expected: #{args.join(',')}" if params.count != args.length
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params
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end
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def sanitize(note)
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note.to_h.select { |k, _| OPTS_KEYS_TO_PERSIST.include?(k) }
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end
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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 PipelinesService
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def initialize(client)
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@client = client
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end
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# Retrieve all pipelines
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#
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# get '/pipelines'
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#
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# If you want to use filtering or sorting (see #where).
|
14
|
+
# @return [Enumerable] Paginated resource you can use to iterate over all the resources.
|
15
|
+
def all
|
16
|
+
PaginatedResource.new(self)
|
17
|
+
end
|
18
|
+
|
19
|
+
# Retrieve all pipelines
|
20
|
+
#
|
21
|
+
# get '/pipelines'
|
22
|
+
#
|
23
|
+
# Returns all pipelines available to the user, according to the parameters provided
|
24
|
+
#
|
25
|
+
# @param options [Hash] Search options
|
26
|
+
# @option options [String] :ids Comma-separated list of pipeline IDs to be returned in a request.
|
27
|
+
# @option options [String] :name Name of the pipeline to search for. This parameter is used in a strict sense. Unsupported for now.
|
28
|
+
# @option options [Integer] :page (1) The page number to start from. Page numbering starts at 1, and omitting the `page` parameter will return the first page.
|
29
|
+
# @option options [Integer] :per_page (25) The number of records to be returned per page. The default limit is *25* and the maximum number that can be returned is *100*.
|
30
|
+
# @option options [String] :sort_by (id:asc) Comma-separated list of fields to sort by. The sort criteria is applied in the order specified. The **default** ordering is **ascending**. If you want to change the sort ordering to descending, append `:desc` to the field e.g. `sort_by=position:desc`. Unsupported for now.
|
31
|
+
# @return [Array<Pipeline>] The list of Pipelines for the first page, unless otherwise specified.
|
32
|
+
def where(options = {})
|
33
|
+
_, _, root = @client.get("/pipelines", options)
|
34
|
+
|
35
|
+
root[:items].map{ |item| Pipeline.new(item[:data]) }
|
36
|
+
end
|
37
|
+
|
38
|
+
|
39
|
+
private
|
40
|
+
def validate_type!(pipeline)
|
41
|
+
raise TypeError unless pipeline.is_a?(Pipeline) || pipeline.is_a?(Hash)
|
42
|
+
end
|
43
|
+
|
44
|
+
def extract_params!(pipeline, *args)
|
45
|
+
params = pipeline.to_h.select{ |k, _| args.include?(k) }
|
46
|
+
raise ArgumentError, "one of required attributes is missing. Expected: #{args.join(',')}" if params.count != args.length
|
47
|
+
params
|
48
|
+
end
|
49
|
+
end
|
50
|
+
end
|
@@ -0,0 +1,133 @@
|
|
1
|
+
# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
|
2
|
+
|
3
|
+
module BaseCRM
|
4
|
+
class SourcesService
|
5
|
+
OPTS_KEYS_TO_PERSIST = Set[:name]
|
6
|
+
|
7
|
+
def initialize(client)
|
8
|
+
@client = client
|
9
|
+
end
|
10
|
+
|
11
|
+
# Retrieve all sources
|
12
|
+
#
|
13
|
+
# get '/sources'
|
14
|
+
#
|
15
|
+
# If you want to use filtering or sorting (see #where).
|
16
|
+
# @return [Enumerable] Paginated resource you can use to iterate over all the resources.
|
17
|
+
def all
|
18
|
+
PaginatedResource.new(self)
|
19
|
+
end
|
20
|
+
|
21
|
+
# Retrieve all sources
|
22
|
+
#
|
23
|
+
# get '/sources'
|
24
|
+
#
|
25
|
+
# Returns all deal sources available to the user according to the parameters provided
|
26
|
+
#
|
27
|
+
# @param options [Hash] Search options
|
28
|
+
# @option options [String] :ids Comma-separated list of deal source IDs to be returned in a request.
|
29
|
+
# @option options [String] :name Name of the source to search for. This parameter is used in a strict sense.
|
30
|
+
# @option options [Integer] :page (1) Page number to start from. Page numbering starts at 1, and omitting the `page` parameter will return the first page.
|
31
|
+
# @option options [Integer] :per_page (25) Number of records to return per page. The default limit is *25* and the maximum number that can be returned is *100*.
|
32
|
+
# @option options [String] :sort_by (id:asc) A field to sort by. The **default** ordering is **ascending**. If you want to change the sort order to descending, append `:desc` to the field e.g. `sort_by=name:desc`.
|
33
|
+
# @return [Array<Source>] The list of Sources for the first page, unless otherwise specified.
|
34
|
+
def where(options = {})
|
35
|
+
_, _, root = @client.get("/sources", options)
|
36
|
+
|
37
|
+
root[:items].map{ |item| Source.new(item[:data]) }
|
38
|
+
end
|
39
|
+
|
40
|
+
|
41
|
+
# Create a source
|
42
|
+
#
|
43
|
+
# post '/sources'
|
44
|
+
#
|
45
|
+
# Creates a new source
|
46
|
+
# <figure class="notice">
|
47
|
+
# Source's name **must** be unique
|
48
|
+
# </figure>
|
49
|
+
#
|
50
|
+
# @param source [Source, Hash] Either object of the Source type or Hash. This object's attributes describe the object to be created.
|
51
|
+
# @return [Source] The resulting object represting created resource.
|
52
|
+
def create(source)
|
53
|
+
validate_type!(source)
|
54
|
+
|
55
|
+
attributes = sanitize(source)
|
56
|
+
_, _, root = @client.post("/sources", attributes)
|
57
|
+
|
58
|
+
Source.new(root[:data])
|
59
|
+
end
|
60
|
+
|
61
|
+
|
62
|
+
# Retrieve a single source
|
63
|
+
#
|
64
|
+
# get '/sources/{id}'
|
65
|
+
#
|
66
|
+
# Returns a single source available to the user by the provided id
|
67
|
+
# If a source with the supplied unique identifier does not exist it returns an error
|
68
|
+
#
|
69
|
+
# @param id [Integer] Unique identifier of a Source
|
70
|
+
# @return [Source] Searched resource object.
|
71
|
+
def find(id)
|
72
|
+
_, _, root = @client.get("/sources/#{id}")
|
73
|
+
|
74
|
+
Source.new(root[:data])
|
75
|
+
end
|
76
|
+
|
77
|
+
|
78
|
+
# Update a source
|
79
|
+
#
|
80
|
+
# put '/sources/{id}'
|
81
|
+
#
|
82
|
+
# Updates source information
|
83
|
+
# If the specified source does not exist, the request will return an error
|
84
|
+
# <figure class="notice">
|
85
|
+
# If you want to update a source, you **must** make sure source's name is unique
|
86
|
+
# </figure>
|
87
|
+
#
|
88
|
+
# @param source [Source, Hash] Either object of the Source type or Hash. This object's attributes describe the object to be updated.
|
89
|
+
# @return [Source] The resulting object represting updated resource.
|
90
|
+
def update(source)
|
91
|
+
validate_type!(source)
|
92
|
+
params = extract_params!(source, :id)
|
93
|
+
id = params[:id]
|
94
|
+
|
95
|
+
attributes = sanitize(source)
|
96
|
+
_, _, root = @client.put("/sources/#{id}", attributes)
|
97
|
+
|
98
|
+
Source.new(root[:data])
|
99
|
+
end
|
100
|
+
|
101
|
+
|
102
|
+
# Delete a source
|
103
|
+
#
|
104
|
+
# delete '/sources/{id}'
|
105
|
+
#
|
106
|
+
# Delete an existing source
|
107
|
+
# If the specified source does not exist, the request will return an error
|
108
|
+
# This operation cannot be undone
|
109
|
+
#
|
110
|
+
# @param id [Integer] Unique identifier of a Source
|
111
|
+
# @return [Boolean] Status of the operation.
|
112
|
+
def destroy(id)
|
113
|
+
status, _, _ = @client.delete("/sources/#{id}")
|
114
|
+
status == 204
|
115
|
+
end
|
116
|
+
|
117
|
+
|
118
|
+
private
|
119
|
+
def validate_type!(source)
|
120
|
+
raise TypeError unless source.is_a?(Source) || source.is_a?(Hash)
|
121
|
+
end
|
122
|
+
|
123
|
+
def extract_params!(source, *args)
|
124
|
+
params = source.to_h.select{ |k, _| args.include?(k) }
|
125
|
+
raise ArgumentError, "one of required attributes is missing. Expected: #{args.join(',')}" if params.count != args.length
|
126
|
+
params
|
127
|
+
end
|
128
|
+
|
129
|
+
def sanitize(source)
|
130
|
+
source.to_h.select { |k, _| OPTS_KEYS_TO_PERSIST.include?(k) }
|
131
|
+
end
|
132
|
+
end
|
133
|
+
end
|