basecrm 1.2.3 → 1.3.0

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@@ -2,24 +2,24 @@
2
2
 
3
3
  module BaseCRM
4
4
  class DealsService
5
- OPTS_KEYS_TO_PERSIST = Set[:contact_id, :currency, :custom_fields, :hot, :loss_reason_id, :name, :owner_id, :source_id, :stage_id, :tags, :value, :last_stage_change_at]
5
+ OPTS_KEYS_TO_PERSIST = Set[:contact_id, :currency, :custom_fields, :hot, :loss_reason_id, :name, :owner_id, :source_id, :stage_id, :tags, :value, :last_stage_change_at, :estimated_close_date, :customized_win_likelihood]
6
6
 
7
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  def initialize(client)
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8
  @client = client
9
9
  end
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11
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  # Retrieve all deals
12
- #
12
+ #
13
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  # get '/deals'
14
14
  #
15
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.
16
+ # @return [Enumerable] Paginated resource you can use to iterate over all the resources.
17
17
  def all
18
18
  PaginatedResource.new(self)
19
19
  end
20
20
 
21
21
  # Retrieve all deals
22
- #
22
+ #
23
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  # get '/deals'
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  #
25
25
  # Returns all deals available to the user according to the parameters provided
@@ -36,22 +36,23 @@ module BaseCRM
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36
  # @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=value:desc`.
37
37
  # @option options [Integer] :source_id Id of the Source.
38
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  # @option options [Integer] :stage_id Id of the Stage.
39
- # @return [Array<Deal>] The list of Deals for the first page, unless otherwise specified.
39
+ # @option options [String] :estimated_close_date of the deal.
40
+ # @return [Array<Deal>] The list of Deals for the first page, unless otherwise specified.
40
41
  def where(options = {})
41
42
  _, _, root = @client.get("/deals", options)
42
43
 
43
44
  root[:items].map{ |item| Deal.new(item[:data]) }
44
45
  end
45
-
46
+
46
47
 
47
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  # Create a deal
48
- #
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+ #
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  # post '/deals'
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  #
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  # Create a new deal
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  #
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- # @param deal [Deal, Hash] Either object of the Deal type or Hash. This object's attributes describe the object to be created.
54
- # @return [Deal] The resulting object represting created resource.
54
+ # @param deal [Deal, Hash] Either object of the Deal type or Hash. This object's attributes describe the object to be created.
55
+ # @return [Deal] The resulting object represting created resource.
55
56
  def create(deal)
56
57
  validate_type!(deal)
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58
 
@@ -60,26 +61,26 @@ module BaseCRM
60
61
 
61
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  Deal.new(root[:data])
62
63
  end
63
-
64
+
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65
 
65
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  # Retrieve a single deal
66
- #
67
+ #
67
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  # get '/deals/{id}'
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  #
69
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  # Returns a single deal available to the user, according to the unique deal ID provided
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  # If the specified deal does not exist, the request will return an error
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  #
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  # @param id [Integer] Unique identifier of a Deal
73
- # @return [Deal] Searched resource object.
74
+ # @return [Deal] Searched resource object.
74
75
  def find(id)
75
76
  _, _, root = @client.get("/deals/#{id}")
76
77
 
77
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  Deal.new(root[:data])
78
79
  end
79
-
80
+
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81
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  # Update a deal
82
- #
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+ #
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  # put '/deals/{id}'
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  #
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  # Updates deal information
@@ -89,8 +90,8 @@ module BaseCRM
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  # `tags` are replaced every time they are used in a request
90
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  # </figure>
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  #
92
- # @param deal [Deal, Hash] Either object of the Deal type or Hash. This object's attributes describe the object to be updated.
93
- # @return [Deal] The resulting object represting updated resource.
93
+ # @param deal [Deal, Hash] Either object of the Deal type or Hash. This object's attributes describe the object to be updated.
94
+ # @return [Deal] The resulting object represting updated resource.
94
95
  def update(deal)
95
96
  validate_type!(deal)
96
97
  params = extract_params!(deal, :id)
@@ -101,10 +102,10 @@ module BaseCRM
101
102
 
102
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  Deal.new(root[:data])
103
104
  end
104
-
105
+
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  # Delete a deal
107
- #
108
+ #
108
109
  # delete '/deals/{id}'
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110
  #
110
111
  # Delete an existing deal and remove all of the associated contacts from the deal in a single call
@@ -117,7 +118,7 @@ module BaseCRM
117
118
  status, _, _ = @client.delete("/deals/#{id}")
118
119
  status == 204
119
120
  end
120
-
121
+
121
122
 
122
123
  private
123
124
  def validate_type!(deal)
@@ -129,7 +130,7 @@ module BaseCRM
129
130
  raise ArgumentError, "one of required attributes is missing. Expected: #{args.join(',')}" if params.count != args.length
130
131
  params
131
132
  end
132
-
133
+
133
134
  def sanitize(deal)
134
135
  deal_hash = deal.to_h.select { |k, _| OPTS_KEYS_TO_PERSIST.include?(k) }
135
136
  deal_hash[:value] = Coercion.to_string(deal_hash[:value])
@@ -0,0 +1,133 @@
1
+ # WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
2
+
3
+ module BaseCRM
4
+ class LeadSourcesService
5
+ OPTS_KEYS_TO_PERSIST = Set[:name, :resource_type]
6
+
7
+ def initialize(client)
8
+ @client = client
9
+ end
10
+
11
+ # Retrieve all sources
12
+ #
13
+ # get '/lead_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 '/lead_sources'
24
+ #
25
+ # Returns all lead 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 lead 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<LeadSource>] The list of LeadSources for the first page, unless otherwise specified.
34
+ def where(options = {})
35
+ _, _, root = @client.get("/lead_sources", options)
36
+
37
+ root[:items].map{ |item| LeadSource.new(item[:data]) }
38
+ end
39
+
40
+
41
+ # Create a new source
42
+ #
43
+ # post '/lead_sources'
44
+ #
45
+ # Creates a new source
46
+ # <figure class="notice">
47
+ # Source's name **must** be unique
48
+ # </figure>
49
+ #
50
+ # @param lead_source [LeadSource, Hash] Either object of the LeadSource type or Hash. This object's attributes describe the object to be created.
51
+ # @return [LeadSource] The resulting object represting created resource.
52
+ def create(lead_source)
53
+ validate_type!(lead_source)
54
+
55
+ attributes = sanitize(lead_source)
56
+ _, _, root = @client.post("/lead_sources", attributes)
57
+
58
+ LeadSource.new(root[:data])
59
+ end
60
+
61
+
62
+ # Retrieve a single source
63
+ #
64
+ # get '/lead_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 LeadSource
70
+ # @return [LeadSource] Searched resource object.
71
+ def find(id)
72
+ _, _, root = @client.get("/lead_sources/#{id}")
73
+
74
+ LeadSource.new(root[:data])
75
+ end
76
+
77
+
78
+ # Update a source
79
+ #
80
+ # put '/lead_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 lead_source [LeadSource, Hash] Either object of the LeadSource type or Hash. This object's attributes describe the object to be updated.
89
+ # @return [LeadSource] The resulting object represting updated resource.
90
+ def update(lead_source)
91
+ validate_type!(lead_source)
92
+ params = extract_params!(lead_source, :id)
93
+ id = params[:id]
94
+
95
+ attributes = sanitize(lead_source)
96
+ _, _, root = @client.put("/lead_sources/#{id}", attributes)
97
+
98
+ LeadSource.new(root[:data])
99
+ end
100
+
101
+
102
+ # Delete a source
103
+ #
104
+ # delete '/lead_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 LeadSource
111
+ # @return [Boolean] Status of the operation.
112
+ def destroy(id)
113
+ status, _, _ = @client.delete("/lead_sources/#{id}")
114
+ status == 204
115
+ end
116
+
117
+
118
+ private
119
+ def validate_type!(lead_source)
120
+ raise TypeError unless lead_source.is_a?(LeadSource) || lead_source.is_a?(Hash)
121
+ end
122
+
123
+ def extract_params!(lead_source, *args)
124
+ params = lead_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(lead_source)
130
+ lead_source.to_h.select { |k, _| OPTS_KEYS_TO_PERSIST.include?(k) }
131
+ end
132
+ end
133
+ end
@@ -0,0 +1,111 @@
1
+ # WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
2
+
3
+ module BaseCRM
4
+ class LineItemsService
5
+ OPTS_KEYS_TO_PERSIST = Set[:product_id, :value, :variation, :currency, :quantity]
6
+
7
+ def initialize(client)
8
+ @client = client
9
+ end
10
+
11
+ # Retrieve order's line items
12
+ #
13
+ # get '/orders/{order_id}/line_items'
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(order_id)
18
+ PaginatedResource.new(self, order_id)
19
+ end
20
+
21
+ # Retrieve order's line items
22
+ #
23
+ # get '/orders/{order_id}/line_items'
24
+ #
25
+ # Returns all line items associated to order
26
+ #
27
+ # @param order_id [Integer] Unique identifier of a Order
28
+ # @param options [Hash] Search options
29
+ # @option options [String] :ids Comma-separated list of line item IDs to be returned in a request.
30
+ # @option options [Integer] :quantity Quantity of line item.
31
+ # @option options [Integer] :value Value of line item.
32
+ # @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.
33
+ # @option options [Integer] :per_page (25) Number of records to return per page. Default limit is *25* and the maximum number that can be returned is *100*.
34
+ # @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=value:desc`.
35
+ # @return [Array<LineItem>] The list of LineItems for the first page, unless otherwise specified.
36
+ def where(order_id, options = {})
37
+ _, _, root = @client.get("/orders/#{order_id}/line_items", options)
38
+
39
+ root[:items].map{ |item| LineItem.new(item[:data]) }
40
+ end
41
+
42
+
43
+ # Create a line item
44
+ #
45
+ # post '/orders/{order_id}/line_items'
46
+ #
47
+ # Adds a new line item to an existing order
48
+ # Line items correspond to products in the catalog, so first you must create products
49
+ # Because products allow defining different prices in different currencies, when creating a line item, the parameter currency is required
50
+ #
51
+ # @param order_id [Integer] Unique identifier of a Order
52
+ # @param line_item [LineItem, Hash] Either object of the LineItem type or Hash. This object's attributes describe the object to be created.
53
+ # @return [LineItem] The resulting object represting created resource.
54
+ def create(order_id, line_item)
55
+ validate_type!(line_item)
56
+
57
+ attributes = sanitize(line_item)
58
+ _, _, root = @client.post("/orders/#{order_id}/line_items", attributes)
59
+
60
+ LineItem.new(root[:data])
61
+ end
62
+
63
+
64
+ # Retrieve a single line item
65
+ #
66
+ # get '/orders/{order_id}/line_items/{id}'
67
+ #
68
+ # Returns a single line item of an order, according to the unique line item ID provided
69
+ #
70
+ # @param order_id [Integer] Unique identifier of a Order
71
+ # @param id [Integer] Unique identifier of a LineItem
72
+ # @return [LineItem] Searched resource object.
73
+ def find(order_id, id)
74
+ _, _, root = @client.get("/orders/#{order_id}/line_items/#{id}")
75
+
76
+ LineItem.new(root[:data])
77
+ end
78
+
79
+
80
+ # Delete a line item
81
+ #
82
+ # delete '/orders/{order_id}/line_items/{id}'
83
+ #
84
+ # Remove an order’s line item
85
+ # This operation cannot be undone
86
+ #
87
+ # @param order_id [Integer] Unique identifier of a Order
88
+ # @param id [Integer] Unique identifier of a LineItem
89
+ # @return [Boolean] Status of the operation.
90
+ def destroy(order_id, id)
91
+ status, _, _ = @client.delete("/orders/#{order_id}/line_items/#{id}")
92
+ status == 204
93
+ end
94
+
95
+
96
+ private
97
+ def validate_type!(line_item)
98
+ raise TypeError unless line_item.is_a?(LineItem) || line_item.is_a?(Hash)
99
+ end
100
+
101
+ def extract_params!(line_item, *args)
102
+ params = line_item.to_h.select{ |k, _| args.include?(k) }
103
+ raise ArgumentError, "one of required attributes is missing. Expected: #{args.join(',')}" if params.count != args.length
104
+ params
105
+ end
106
+
107
+ def sanitize(line_item)
108
+ line_item.to_h.select { |k, _| OPTS_KEYS_TO_PERSIST.include?(k) }
109
+ end
110
+ end
111
+ end
@@ -0,0 +1,129 @@
1
+ # WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
2
+
3
+ module BaseCRM
4
+ class OrdersService
5
+ OPTS_KEYS_TO_PERSIST = Set[:deal_id, :discount]
6
+
7
+ def initialize(client)
8
+ @client = client
9
+ end
10
+
11
+ # Retrieve all orders
12
+ #
13
+ # get '/orders'
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 orders
22
+ #
23
+ # get '/orders'
24
+ #
25
+ # Returns all orders 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 order IDs to be returned in a request.
29
+ # @option options [Integer] :deal_id ID of the deal order is associated to.
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. 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. **Default** ordering is **ascending**. If you want to change the sort ordering to descending, append `:desc` to the field e.g. `sort_by=value:desc`.
33
+ # @return [Array<Order>] The list of Orders for the first page, unless otherwise specified.
34
+ def where(options = {})
35
+ _, _, root = @client.get("/orders", options)
36
+
37
+ root[:items].map{ |item| Order.new(item[:data]) }
38
+ end
39
+
40
+
41
+ # Create an order
42
+ #
43
+ # post '/orders'
44
+ #
45
+ # Create a new order for a deal
46
+ # User needs to have access to the deal to create an order
47
+ # Each deal can have at most one order and error is returned when attempting to create more
48
+ #
49
+ # @param order [Order, Hash] Either object of the Order type or Hash. This object's attributes describe the object to be created.
50
+ # @return [Order] The resulting object represting created resource.
51
+ def create(order)
52
+ validate_type!(order)
53
+
54
+ attributes = sanitize(order)
55
+ _, _, root = @client.post("/orders", attributes)
56
+
57
+ Order.new(root[:data])
58
+ end
59
+
60
+
61
+ # Retrieve a single order
62
+ #
63
+ # get '/orders/{id}'
64
+ #
65
+ # Returns a single order available to the user, according to the unique order ID provided
66
+ # If the specified order does not exist, the request will return an error
67
+ #
68
+ # @param id [Integer] Unique identifier of a Order
69
+ # @return [Order] Searched resource object.
70
+ def find(id)
71
+ _, _, root = @client.get("/orders/#{id}")
72
+
73
+ Order.new(root[:data])
74
+ end
75
+
76
+
77
+ # Update an order
78
+ #
79
+ # put '/orders/{id}'
80
+ #
81
+ # Updates order information
82
+ # If the specified order does not exist, the request will return an error
83
+ #
84
+ # @param order [Order, Hash] Either object of the Order type or Hash. This object's attributes describe the object to be updated.
85
+ # @return [Order] The resulting object represting updated resource.
86
+ def update(order)
87
+ validate_type!(order)
88
+ params = extract_params!(order, :id)
89
+ id = params[:id]
90
+
91
+ attributes = sanitize(order)
92
+ _, _, root = @client.put("/orders/#{id}", attributes)
93
+
94
+ Order.new(root[:data])
95
+ end
96
+
97
+
98
+ # Delete an order
99
+ #
100
+ # delete '/orders/{id}'
101
+ #
102
+ # Delete an existing order and remove all of the associated line items in a single call
103
+ # If the specified order does not exist, the request will return an error
104
+ # This operation cannot be undone
105
+ #
106
+ # @param id [Integer] Unique identifier of a Order
107
+ # @return [Boolean] Status of the operation.
108
+ def destroy(id)
109
+ status, _, _ = @client.delete("/orders/#{id}")
110
+ status == 204
111
+ end
112
+
113
+
114
+ private
115
+ def validate_type!(order)
116
+ raise TypeError unless order.is_a?(Order) || order.is_a?(Hash)
117
+ end
118
+
119
+ def extract_params!(order, *args)
120
+ params = order.to_h.select{ |k, _| args.include?(k) }
121
+ raise ArgumentError, "one of required attributes is missing. Expected: #{args.join(',')}" if params.count != args.length
122
+ params
123
+ end
124
+
125
+ def sanitize(order)
126
+ order.to_h.select { |k, _| OPTS_KEYS_TO_PERSIST.include?(k) }
127
+ end
128
+ end
129
+ end