basecrm 1.3.4 → 1.3.5
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/README.md +31 -0
- data/lib/basecrm.rb +33 -0
- data/lib/basecrm/models/text_message.rb +43 -0
- data/lib/basecrm/models/visit.rb +37 -0
- data/lib/basecrm/models/visit_outcome.rb +19 -0
- data/lib/basecrm/services/text_messages_service.rb +67 -0
- data/lib/basecrm/services/visit_outcomes_service.rb +47 -0
- data/lib/basecrm/services/visits_service.rb +53 -0
- data/lib/basecrm/version.rb +1 -1
- data/spec/factories/text_message.rb +7 -0
- data/spec/services/text_messages_service_spec.rb +23 -0
- data/spec/services/visit_outcomes_service_spec.rb +22 -0
- data/spec/services/visits_service_spec.rb +22 -0
- metadata +17 -3
checksums.yaml
CHANGED
@@ -1,7 +1,7 @@
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---
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SHA1:
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metadata.gz:
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data.tar.gz:
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metadata.gz: 3edd2e23d1f92a60d78428691fec6a7d7496b306
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data.tar.gz: c3b879f523fc99539e444a6f50a16fc484152205
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SHA512:
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metadata.gz:
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data.tar.gz:
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metadata.gz: 0e3009c58a14482b185a2359a68f90c90e6754c6babcf3db2077c0a491244c25443aba8b96659097e9ff5224de555378af9a7685c5d6118f146afe992901e223
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data.tar.gz: 40a6886b9e548e7e6fe1fa69d4893bef923a07a101b66aae5aa1dba79430990d791741bce19f8a1361358aa8b9b7dfd336cbee04681df9a109dfb6a83cc2485d
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data/README.md
CHANGED
@@ -437,6 +437,17 @@ Actions:
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* Update a task - `client.tasks.update`
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* Delete a task - `client.tasks.destroy`
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### TextMessage
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```ruby
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client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
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client.text_messages # => BaseCRM::TextMessagesService
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```
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Actions:
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* Retrieve text messages - `client.text_messages.all`
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* Retrieve a single text message - `client.text_messages.find`
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### User
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```ruby
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* Retrieve a single user - `client.users.find`
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* Retrieve an authenticating user - `client.users.self`
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### Visit
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```ruby
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client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
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client.visits # => BaseCRM::VisitsService
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```
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Actions:
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* Retrieve visits - `client.visits.all`
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### VisitOutcome
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```ruby
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client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
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client.visit_outcomes # => BaseCRM::VisitOutcomesService
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```
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Actions:
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* Retrieve visit outcomes - `client.visit_outcomes.all`
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## License
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MIT
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data/lib/basecrm.rb
CHANGED
@@ -34,7 +34,10 @@ require 'basecrm/models/source'
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require 'basecrm/models/stage'
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require 'basecrm/models/tag'
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require 'basecrm/models/task'
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require 'basecrm/models/text_message'
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require 'basecrm/models/user'
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require 'basecrm/models/visit'
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require 'basecrm/models/visit_outcome'
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require 'basecrm/models/sync_queue'
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require 'basecrm/models/sync_session'
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require 'basecrm/models/sync_meta'
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@@ -61,7 +64,10 @@ require 'basecrm/services/sources_service'
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require 'basecrm/services/stages_service'
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require 'basecrm/services/tags_service'
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require 'basecrm/services/tasks_service'
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require 'basecrm/services/text_messages_service'
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require 'basecrm/services/users_service'
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require 'basecrm/services/visits_service'
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require 'basecrm/services/visit_outcomes_service'
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require 'basecrm/services/sync_service'
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require 'basecrm/sync'
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@tasks ||= TasksService.new(@http_client)
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end
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# Access all TextMessages related actions.
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# @see TextMessagesService
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# @see TextMessage
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#
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# @return [TextMessagesService] Service object for resources.
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def text_messages
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@text_messages ||= TextMessagesService.new(@http_client)
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end
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# Access all Users related actions.
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# @see UsersService
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# @see User
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@users ||= UsersService.new(@http_client)
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end
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# Access all Visits related actions.
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# @see VisitsService
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# @see Visit
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#
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# @return [VisitsService] Service object for resources.
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def visits
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@visits ||= VisitsService.new(@http_client)
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end
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# Access all VisitOutcomes related actions.
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# @see VisitOutcomesService
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# @see VisitOutcome
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#
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# @return [VisitOutcomesService] Service object for resources.
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def visit_outcomes
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@visit_outcomes ||= VisitOutcomesService.new(@http_client)
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end
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# Access Sync API related low-level actions.
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# @see SyncService
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#
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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 TextMessage < Model
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# @!attribute [r] associated_deal_ids
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# @return [Array<Integer>] An array of ids of deals associated to the text message.
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# attr_reader :associated_deal_ids
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# @!attribute [r] content
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# @return [String] Content of the text message.
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# attr_reader :content
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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] Unique identifier of the text_message.
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# attr_reader :id
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# @!attribute [r] incoming
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# @return [Boolean] Indicator of whether the text message was incoming or not.
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# attr_reader :incoming
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# @!attribute [r] resource_id
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# @return [Integer] Unique identifier of the resource the text message is attached to.
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# attr_reader :resource_id
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# @!attribute [r] resource_phone_number
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# @return [String] Phone number of a resource the text message was sent to/received by.
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# attr_reader :resource_phone_number
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# @!attribute [r] resource_type
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# @return [String] Name of a resource type the text message is attached to.
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# attr_reader :resource_type
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# @!attribute [r] sent_at
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# @return [DateTime] Date and time of the message send time in UTC (ISO8601 format).
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# attr_reader :sent_at
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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 [r] user_id
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# @return [Integer] Unique identifier of a user who sent/received a text message.
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# attr_reader :user_id
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# @!attribute [r] user_phone_number
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# @return [String] Phone number of a user who sent/received a text message.
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# attr_reader :user_phone_number
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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 Visit < 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 a user who created a visit.
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# attr_reader :creator_id
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# @!attribute [r] id
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# @return [Integer] Unique identifier of a visit.
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# attr_reader :id
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# @!attribute [r] outcome_id
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# @return [Integer] Unique identifier of a visit outcome.
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# attr_reader :outcome_id
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# @!attribute [r] rep_location_verification_status
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# @return [String] The status of the location verification of the device that created the visit (sales representative).
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# attr_reader :rep_location_verification_status
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# @!attribute [r] resource_address
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# @return [String] Address of the visit
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# attr_reader :resource_address
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# @!attribute [r] resource_id
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# @return [Integer] The ID of the resource the visit is attached to. Requires the resource_type query param to be set as well.
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# attr_reader :resource_id
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# @!attribute [r] resource_type
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# @return [String] The type of the resource the visit is attached to.
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# attr_reader :resource_type
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# @!attribute [r] summary
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# @return [String] Summary of the visit.
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# attr_reader :summary
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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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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 VisitOutcome < 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] Unique identifier of a visit outcome.
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# attr_reader :id
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# @!attribute [r] name
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# @return [String] Name of the visit outcome.
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# attr_reader :name
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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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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 TextMessagesService
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def initialize(client)
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@client = client
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end
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# Retrieve text messages
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#
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# get '/text_messages'
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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 text messages
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#
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# get '/text_messages'
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#
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# Returns Text Messages, 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] :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] :ids Comma-separated list of text message IDs to be returned in request.
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# @option options [Integer] :resource_id Unique identifier of a resource the text message is attached to. Requires also resource_type to be specified.
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# @option options [String] :resource_type Name of a resource type the text message is attached to. Requires also resource_id to be specified.
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# @option options [String] :sort_by (id:desc) Comma-separated list of fields to sort by. The sort criteria is applied in the order specified. The **default** ordering is **descending**. If you want to change the sort ordering to ascending, append `:asc` to the field e.g. `sort_by=id:asc`
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# @return [Array<TextMessage>] The list of TextMessages for the first page, unless otherwise specified.
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def where(options = {})
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_, _, root = @client.get("/text_messages", options)
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root[:items].map{ |item| TextMessage.new(item[:data]) }
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end
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# Retrieve a single text message
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#
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# get '/text_messages/{id}'
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#
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# Returns a single text message according to the unique ID provided
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# If the specified user does not exist, this query returns an error
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#
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# @param id [Integer] Unique identifier of a TextMessage
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# @return [TextMessage] Searched resource object.
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def find(id)
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_, _, root = @client.get("/text_messages/#{id}")
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TextMessage.new(root[:data])
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end
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private
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def validate_type!(text_message)
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raise TypeError unless text_message.is_a?(TextMessage) || text_message.is_a?(Hash)
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end
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def extract_params!(text_message, *args)
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params = text_message.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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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 VisitOutcomesService
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def initialize(client)
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@client = client
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end
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# Retrieve visit outcomes
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#
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# get '/visit_outcomes'
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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 visit outcomes
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#
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# get '/visit_outcomes'
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#
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# Returns Visit Outcomes, 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] :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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# @return [Array<VisitOutcome>] The list of VisitOutcomes for the first page, unless otherwise specified.
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def where(options = {})
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_, _, root = @client.get("/visit_outcomes", options)
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root[:items].map{ |item| VisitOutcome.new(item[:data]) }
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end
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private
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def validate_type!(visit_outcome)
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raise TypeError unless visit_outcome.is_a?(VisitOutcome) || visit_outcome.is_a?(Hash)
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end
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def extract_params!(visit_outcome, *args)
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params = visit_outcome.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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end
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end
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1
|
+
# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
|
2
|
+
|
3
|
+
module BaseCRM
|
4
|
+
class VisitsService
|
5
|
+
def initialize(client)
|
6
|
+
@client = client
|
7
|
+
end
|
8
|
+
|
9
|
+
# Retrieve visits
|
10
|
+
#
|
11
|
+
# get '/visits'
|
12
|
+
#
|
13
|
+
# 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 visits
|
20
|
+
#
|
21
|
+
# get '/visits'
|
22
|
+
#
|
23
|
+
# Returns Visits, according to the parameters provided
|
24
|
+
#
|
25
|
+
# @param options [Hash] Search options
|
26
|
+
# @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.
|
27
|
+
# @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*.
|
28
|
+
# @option options [Integer] :outcome_id Unique identifier of a visit outcome.
|
29
|
+
# @option options [Integer] :creator_id Unique identifier of a user who created a visit.
|
30
|
+
# @option options [Integer] :resource_id Unique identifier of a resource the visit is attached to. Requires also resource_type to be specified.
|
31
|
+
# @option options [String] :resource_type Name of a resource type the visit is attached to. Requires also resource_id to be specified.
|
32
|
+
# @option options [String] :rep_location_verification_status The status of the location verification of the device that created the visit (sales representative).
|
33
|
+
# @option options [String] :sort_by (id:asc) A field to sort by. Default ordering is ascending. If you want to change the sort order to descending, append :desc to the filed e.g. sort_by=visited_at:desc.
|
34
|
+
# @return [Array<Visit>] The list of Visits for the first page, unless otherwise specified.
|
35
|
+
def where(options = {})
|
36
|
+
_, _, root = @client.get("/visits", options)
|
37
|
+
|
38
|
+
root[:items].map{ |item| Visit.new(item[:data]) }
|
39
|
+
end
|
40
|
+
|
41
|
+
|
42
|
+
private
|
43
|
+
def validate_type!(visit)
|
44
|
+
raise TypeError unless visit.is_a?(Visit) || visit.is_a?(Hash)
|
45
|
+
end
|
46
|
+
|
47
|
+
def extract_params!(visit, *args)
|
48
|
+
params = visit.to_h.select{ |k, _| args.include?(k) }
|
49
|
+
raise ArgumentError, "one of required attributes is missing. Expected: #{args.join(',')}" if params.count != args.length
|
50
|
+
params
|
51
|
+
end
|
52
|
+
end
|
53
|
+
end
|
data/lib/basecrm/version.rb
CHANGED
@@ -0,0 +1,23 @@
|
|
1
|
+
require 'spec_helper'
|
2
|
+
|
3
|
+
describe BaseCRM::TextMessagesService do
|
4
|
+
describe 'Responds to' do
|
5
|
+
subject { client.text_messages }
|
6
|
+
|
7
|
+
it { should respond_to :all }
|
8
|
+
it { should respond_to :find }
|
9
|
+
it { should respond_to :where }
|
10
|
+
end
|
11
|
+
|
12
|
+
describe :all do
|
13
|
+
it "returns a PaginatedResource" do
|
14
|
+
expect(client.text_messages.all()).to be_instance_of BaseCRM::PaginatedResource
|
15
|
+
end
|
16
|
+
end
|
17
|
+
|
18
|
+
describe :where do
|
19
|
+
it "returns an array" do
|
20
|
+
expect(client.text_messages.where(page: 1)).to be_an Array
|
21
|
+
end
|
22
|
+
end
|
23
|
+
end
|
@@ -0,0 +1,22 @@
|
|
1
|
+
require 'spec_helper'
|
2
|
+
|
3
|
+
describe BaseCRM::VisitOutcomesService do
|
4
|
+
describe 'Responds to' do
|
5
|
+
subject { client.visit_outcomes }
|
6
|
+
|
7
|
+
it { should respond_to :all }
|
8
|
+
it { should respond_to :where }
|
9
|
+
end
|
10
|
+
|
11
|
+
describe :all do
|
12
|
+
it "returns a PaginatedResource" do
|
13
|
+
expect(client.visit_outcomes.all()).to be_instance_of BaseCRM::PaginatedResource
|
14
|
+
end
|
15
|
+
end
|
16
|
+
|
17
|
+
describe :where do
|
18
|
+
it "returns an array" do
|
19
|
+
expect(client.visit_outcomes.where(page: 1)).to be_an Array
|
20
|
+
end
|
21
|
+
end
|
22
|
+
end
|
@@ -0,0 +1,22 @@
|
|
1
|
+
require 'spec_helper'
|
2
|
+
|
3
|
+
describe BaseCRM::VisitsService do
|
4
|
+
describe 'Responds to' do
|
5
|
+
subject { client.visits }
|
6
|
+
|
7
|
+
it { should respond_to :all }
|
8
|
+
it { should respond_to :where }
|
9
|
+
end
|
10
|
+
|
11
|
+
describe :all do
|
12
|
+
it "returns a PaginatedResource" do
|
13
|
+
expect(client.visits.all()).to be_instance_of BaseCRM::PaginatedResource
|
14
|
+
end
|
15
|
+
end
|
16
|
+
|
17
|
+
describe :where do
|
18
|
+
it "returns an array" do
|
19
|
+
expect(client.visits.where(page: 1)).to be_an Array
|
20
|
+
end
|
21
|
+
end
|
22
|
+
end
|
metadata
CHANGED
@@ -1,14 +1,14 @@
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
2
2
|
name: basecrm
|
3
3
|
version: !ruby/object:Gem::Version
|
4
|
-
version: 1.3.
|
4
|
+
version: 1.3.5
|
5
5
|
platform: ruby
|
6
6
|
authors:
|
7
7
|
- BaseCRM developers
|
8
8
|
autorequire:
|
9
9
|
bindir: bin
|
10
10
|
cert_chain: []
|
11
|
-
date: 2018-
|
11
|
+
date: 2018-10-09 00:00:00.000000000 Z
|
12
12
|
dependencies:
|
13
13
|
- !ruby/object:Gem::Dependency
|
14
14
|
name: faraday
|
@@ -158,7 +158,10 @@ files:
|
|
158
158
|
- lib/basecrm/models/sync_session.rb
|
159
159
|
- lib/basecrm/models/tag.rb
|
160
160
|
- lib/basecrm/models/task.rb
|
161
|
+
- lib/basecrm/models/text_message.rb
|
161
162
|
- lib/basecrm/models/user.rb
|
163
|
+
- lib/basecrm/models/visit.rb
|
164
|
+
- lib/basecrm/models/visit_outcome.rb
|
162
165
|
- lib/basecrm/paginated_resource.rb
|
163
166
|
- lib/basecrm/services/accounts_service.rb
|
164
167
|
- lib/basecrm/services/associated_contacts_service.rb
|
@@ -182,7 +185,10 @@ files:
|
|
182
185
|
- lib/basecrm/services/sync_service.rb
|
183
186
|
- lib/basecrm/services/tags_service.rb
|
184
187
|
- lib/basecrm/services/tasks_service.rb
|
188
|
+
- lib/basecrm/services/text_messages_service.rb
|
185
189
|
- lib/basecrm/services/users_service.rb
|
190
|
+
- lib/basecrm/services/visit_outcomes_service.rb
|
191
|
+
- lib/basecrm/services/visits_service.rb
|
186
192
|
- lib/basecrm/sync.rb
|
187
193
|
- lib/basecrm/utils/coercion.rb
|
188
194
|
- lib/basecrm/version.rb
|
@@ -204,6 +210,7 @@ files:
|
|
204
210
|
- spec/factories/source.rb
|
205
211
|
- spec/factories/tag.rb
|
206
212
|
- spec/factories/task.rb
|
213
|
+
- spec/factories/text_message.rb
|
207
214
|
- spec/middlewares/raise_error_spec.rb
|
208
215
|
- spec/models/sync_meta_spec.rb
|
209
216
|
- spec/services/accounts_service_spec.rb
|
@@ -228,7 +235,10 @@ files:
|
|
228
235
|
- spec/services/sync_service_spec.rb
|
229
236
|
- spec/services/tags_service_spec.rb
|
230
237
|
- spec/services/tasks_service_spec.rb
|
238
|
+
- spec/services/text_messages_service_spec.rb
|
231
239
|
- spec/services/users_service_spec.rb
|
240
|
+
- spec/services/visit_outcomes_service_spec.rb
|
241
|
+
- spec/services/visits_service_spec.rb
|
232
242
|
- spec/spec_helper.rb
|
233
243
|
- spec/support/client_helpers.rb
|
234
244
|
- spec/utils/coercion.rb
|
@@ -253,7 +263,7 @@ required_rubygems_version: !ruby/object:Gem::Requirement
|
|
253
263
|
version: '0'
|
254
264
|
requirements: []
|
255
265
|
rubyforge_project:
|
256
|
-
rubygems_version: 2.5.2
|
266
|
+
rubygems_version: 2.5.2.3
|
257
267
|
signing_key:
|
258
268
|
specification_version: 4
|
259
269
|
summary: BaseCRM Official API V2 library client for ruby
|
@@ -271,6 +281,7 @@ test_files:
|
|
271
281
|
- spec/factories/deal.rb
|
272
282
|
- spec/factories/call.rb
|
273
283
|
- spec/factories/product.rb
|
284
|
+
- spec/factories/text_message.rb
|
274
285
|
- spec/factories/lead.rb
|
275
286
|
- spec/factories/deal_unqualified_reason.rb
|
276
287
|
- spec/factories/lead_unqualified_reason.rb
|
@@ -283,6 +294,7 @@ test_files:
|
|
283
294
|
- spec/factories/task.rb
|
284
295
|
- spec/basecrm/sync_spec.rb
|
285
296
|
- spec/services/notes_service_spec.rb
|
297
|
+
- spec/services/text_messages_service_spec.rb
|
286
298
|
- spec/services/pipelines_service_spec.rb
|
287
299
|
- spec/services/sources_service_spec.rb
|
288
300
|
- spec/services/orders_service_spec.rb
|
@@ -298,8 +310,10 @@ test_files:
|
|
298
310
|
- spec/services/line_items_service_spec.rb
|
299
311
|
- spec/services/loss_reasons_service_spec.rb
|
300
312
|
- spec/services/deal_sources_service_spec.rb
|
313
|
+
- spec/services/visit_outcomes_service_spec.rb
|
301
314
|
- spec/services/calls_service_spec.rb
|
302
315
|
- spec/services/deal_unqualified_reasons_service_spec.rb
|
316
|
+
- spec/services/visits_service_spec.rb
|
303
317
|
- spec/services/sync_service_spec.rb
|
304
318
|
- spec/services/lead_unqualified_reasons_service_spec.rb
|
305
319
|
- spec/services/accounts_service_spec.rb
|