basecrm 1.3.4 → 1.3.9
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 +5 -5
- data/LICENSE +201 -22
- data/README.md +42 -6
- data/lib/basecrm.rb +33 -0
- data/lib/basecrm/models/contact.rb +1 -1
- 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/deals_service.rb +1 -1
- 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/utils/coercion.rb +1 -1
- data/lib/basecrm/version.rb +1 -1
- data/spec/factories/associated_contact.rb +2 -2
- data/spec/factories/call.rb +1 -1
- data/spec/factories/contact.rb +3 -3
- data/spec/factories/deal.rb +1 -1
- data/spec/factories/deal_source.rb +2 -2
- data/spec/factories/deal_unqualified_reason.rb +2 -2
- data/spec/factories/lead.rb +3 -3
- data/spec/factories/lead_source.rb +2 -2
- data/spec/factories/line_item.rb +2 -2
- data/spec/factories/loss_reason.rb +2 -2
- data/spec/factories/note.rb +1 -1
- data/spec/factories/order.rb +1 -1
- data/spec/factories/product.rb +1 -1
- data/spec/factories/source.rb +2 -2
- data/spec/factories/tag.rb +2 -2
- data/spec/factories/task.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
- data/spec/spec_helper.rb +5 -4
- data/spec/support/client_helpers.rb +2 -2
- data/spec/utils/coercion.rb +2 -2
- data/spec/utils/coercion_spec.rb +2 -2
- metadata +64 -51
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data/LICENSE
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data/README.md
CHANGED
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To get the latest version, put this in your Gemfile:
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```ruby
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gem 'basecrm', :git => 'git://github.com/
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gem 'basecrm', :git => 'git://github.com/zendesk/basecrm-ruby.git'
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```
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## Usage
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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>")
|
|
477
|
+
client.visit_outcomes # => BaseCRM::VisitOutcomesService
|
|
478
|
+
```
|
|
479
|
+
|
|
480
|
+
Actions:
|
|
481
|
+
* Retrieve visit outcomes - `client.visit_outcomes.all`
|
|
455
482
|
|
|
456
483
|
## Bug Reports
|
|
457
|
-
Report [here](https://github.com/
|
|
484
|
+
Report [here](https://github.com/zendesk/basecrm-ruby/issues).
|
|
485
|
+
|
|
486
|
+
## Releasing new version of gem
|
|
487
|
+
|
|
488
|
+
1. Update version [lib/basecrm/version.rb](lib/basecrm/version.rb) and [VERSION](VERSION) and push to `master`
|
|
489
|
+
2. Create new GitHub release with tag name starting with `v` and the version, for example `v1.0.0`
|
|
490
|
+
3. Gem will be automatically built and pushed to rubygems.org with GitHub Action
|
|
491
|
+
|
|
492
|
+
## Copyright and license
|
|
493
|
+
|
|
494
|
+
Copyright 2013 Zendesk
|
|
458
495
|
|
|
459
|
-
|
|
460
|
-
BaseCRM developers (developers@getbase.com)
|
|
496
|
+
Licensed under the [Apache License, Version 2.0](LICENSE)
|
data/lib/basecrm.rb
CHANGED
|
@@ -34,7 +34,10 @@ require 'basecrm/models/source'
|
|
|
34
34
|
require 'basecrm/models/stage'
|
|
35
35
|
require 'basecrm/models/tag'
|
|
36
36
|
require 'basecrm/models/task'
|
|
37
|
+
require 'basecrm/models/text_message'
|
|
37
38
|
require 'basecrm/models/user'
|
|
39
|
+
require 'basecrm/models/visit'
|
|
40
|
+
require 'basecrm/models/visit_outcome'
|
|
38
41
|
require 'basecrm/models/sync_queue'
|
|
39
42
|
require 'basecrm/models/sync_session'
|
|
40
43
|
require 'basecrm/models/sync_meta'
|
|
@@ -61,7 +64,10 @@ require 'basecrm/services/sources_service'
|
|
|
61
64
|
require 'basecrm/services/stages_service'
|
|
62
65
|
require 'basecrm/services/tags_service'
|
|
63
66
|
require 'basecrm/services/tasks_service'
|
|
67
|
+
require 'basecrm/services/text_messages_service'
|
|
64
68
|
require 'basecrm/services/users_service'
|
|
69
|
+
require 'basecrm/services/visits_service'
|
|
70
|
+
require 'basecrm/services/visit_outcomes_service'
|
|
65
71
|
require 'basecrm/services/sync_service'
|
|
66
72
|
|
|
67
73
|
require 'basecrm/sync'
|
|
@@ -283,6 +289,15 @@ module BaseCRM
|
|
|
283
289
|
@tasks ||= TasksService.new(@http_client)
|
|
284
290
|
end
|
|
285
291
|
|
|
292
|
+
# Access all TextMessages related actions.
|
|
293
|
+
# @see TextMessagesService
|
|
294
|
+
# @see TextMessage
|
|
295
|
+
#
|
|
296
|
+
# @return [TextMessagesService] Service object for resources.
|
|
297
|
+
def text_messages
|
|
298
|
+
@text_messages ||= TextMessagesService.new(@http_client)
|
|
299
|
+
end
|
|
300
|
+
|
|
286
301
|
# Access all Users related actions.
|
|
287
302
|
# @see UsersService
|
|
288
303
|
# @see User
|
|
@@ -292,6 +307,24 @@ module BaseCRM
|
|
|
292
307
|
@users ||= UsersService.new(@http_client)
|
|
293
308
|
end
|
|
294
309
|
|
|
310
|
+
# Access all Visits related actions.
|
|
311
|
+
# @see VisitsService
|
|
312
|
+
# @see Visit
|
|
313
|
+
#
|
|
314
|
+
# @return [VisitsService] Service object for resources.
|
|
315
|
+
def visits
|
|
316
|
+
@visits ||= VisitsService.new(@http_client)
|
|
317
|
+
end
|
|
318
|
+
|
|
319
|
+
# Access all VisitOutcomes related actions.
|
|
320
|
+
# @see VisitOutcomesService
|
|
321
|
+
# @see VisitOutcome
|
|
322
|
+
#
|
|
323
|
+
# @return [VisitOutcomesService] Service object for resources.
|
|
324
|
+
def visit_outcomes
|
|
325
|
+
@visit_outcomes ||= VisitOutcomesService.new(@http_client)
|
|
326
|
+
end
|
|
327
|
+
|
|
295
328
|
# Access Sync API related low-level actions.
|
|
296
329
|
# @see SyncService
|
|
297
330
|
#
|
|
@@ -22,7 +22,7 @@ module BaseCRM
|
|
|
22
22
|
# @return [Integer] The unique identifier of the organization the contact belongs to. The field will be set only if the contact is an individual.
|
|
23
23
|
# attr_accessor :contact_id
|
|
24
24
|
# @!attribute [rw] custom_fields
|
|
25
|
-
# @return [Hash] Custom fields are a key-value pair attached to a contact. See more at [Custom Fields](/docs/rest/articles/requests#custom_fields).
|
|
25
|
+
# @return [Hash] Custom fields are a key-value pair attached to a contact. See more at [Custom Fields](/docs/rest/articles/requests#custom_fields). Note! You need to set Filterable on from Settings -> Contacts to be able to search by custom fields
|
|
26
26
|
# attr_accessor :custom_fields
|
|
27
27
|
# @!attribute [rw] customer_status
|
|
28
28
|
# @return [String] The customer status of the contact.
|
|
@@ -0,0 +1,43 @@
|
|
|
1
|
+
# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
|
|
2
|
+
|
|
3
|
+
module BaseCRM
|
|
4
|
+
class TextMessage < Model
|
|
5
|
+
# @!attribute [r] associated_deal_ids
|
|
6
|
+
# @return [Array<Integer>] An array of ids of deals associated to the text message.
|
|
7
|
+
# attr_reader :associated_deal_ids
|
|
8
|
+
# @!attribute [r] content
|
|
9
|
+
# @return [String] Content of the text message.
|
|
10
|
+
# attr_reader :content
|
|
11
|
+
# @!attribute [r] created_at
|
|
12
|
+
# @return [DateTime] Date and time of creation in UTC (ISO8601 format).
|
|
13
|
+
# attr_reader :created_at
|
|
14
|
+
# @!attribute [r] id
|
|
15
|
+
# @return [Integer] Unique identifier of the text_message.
|
|
16
|
+
# attr_reader :id
|
|
17
|
+
# @!attribute [r] incoming
|
|
18
|
+
# @return [Boolean] Indicator of whether the text message was incoming or not.
|
|
19
|
+
# attr_reader :incoming
|
|
20
|
+
# @!attribute [r] resource_id
|
|
21
|
+
# @return [Integer] Unique identifier of the resource the text message is attached to.
|
|
22
|
+
# attr_reader :resource_id
|
|
23
|
+
# @!attribute [r] resource_phone_number
|
|
24
|
+
# @return [String] Phone number of a resource the text message was sent to/received by.
|
|
25
|
+
# attr_reader :resource_phone_number
|
|
26
|
+
# @!attribute [r] resource_type
|
|
27
|
+
# @return [String] Name of a resource type the text message is attached to.
|
|
28
|
+
# attr_reader :resource_type
|
|
29
|
+
# @!attribute [r] sent_at
|
|
30
|
+
# @return [DateTime] Date and time of the message send time in UTC (ISO8601 format).
|
|
31
|
+
# attr_reader :sent_at
|
|
32
|
+
# @!attribute [r] updated_at
|
|
33
|
+
# @return [DateTime] Date and time of the last update in UTC (ISO8601 format).
|
|
34
|
+
# attr_reader :updated_at
|
|
35
|
+
# @!attribute [r] user_id
|
|
36
|
+
# @return [Integer] Unique identifier of a user who sent/received a text message.
|
|
37
|
+
# attr_reader :user_id
|
|
38
|
+
# @!attribute [r] user_phone_number
|
|
39
|
+
# @return [String] Phone number of a user who sent/received a text message.
|
|
40
|
+
# attr_reader :user_phone_number
|
|
41
|
+
|
|
42
|
+
end
|
|
43
|
+
end
|
|
@@ -0,0 +1,37 @@
|
|
|
1
|
+
# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
|
|
2
|
+
|
|
3
|
+
module BaseCRM
|
|
4
|
+
class Visit < 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] Unique identifier of a user who created a visit.
|
|
10
|
+
# attr_reader :creator_id
|
|
11
|
+
# @!attribute [r] id
|
|
12
|
+
# @return [Integer] Unique identifier of a visit.
|
|
13
|
+
# attr_reader :id
|
|
14
|
+
# @!attribute [r] outcome_id
|
|
15
|
+
# @return [Integer] Unique identifier of a visit outcome.
|
|
16
|
+
# attr_reader :outcome_id
|
|
17
|
+
# @!attribute [r] rep_location_verification_status
|
|
18
|
+
# @return [String] The status of the location verification of the device that created the visit (sales representative).
|
|
19
|
+
# attr_reader :rep_location_verification_status
|
|
20
|
+
# @!attribute [r] resource_address
|
|
21
|
+
# @return [String] Address of the visit
|
|
22
|
+
# attr_reader :resource_address
|
|
23
|
+
# @!attribute [r] resource_id
|
|
24
|
+
# @return [Integer] The ID of the resource the visit is attached to. Requires the resource_type query param to be set as well.
|
|
25
|
+
# attr_reader :resource_id
|
|
26
|
+
# @!attribute [r] resource_type
|
|
27
|
+
# @return [String] The type of the resource the visit is attached to.
|
|
28
|
+
# attr_reader :resource_type
|
|
29
|
+
# @!attribute [r] summary
|
|
30
|
+
# @return [String] Summary of the visit.
|
|
31
|
+
# attr_reader :summary
|
|
32
|
+
# @!attribute [r] updated_at
|
|
33
|
+
# @return [DateTime] Date and time of the last update in UTC (ISO8601 format).
|
|
34
|
+
# attr_reader :updated_at
|
|
35
|
+
|
|
36
|
+
end
|
|
37
|
+
end
|
|
@@ -0,0 +1,19 @@
|
|
|
1
|
+
# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
|
|
2
|
+
|
|
3
|
+
module BaseCRM
|
|
4
|
+
class VisitOutcome < 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] id
|
|
9
|
+
# @return [Integer] Unique identifier of a visit outcome.
|
|
10
|
+
# attr_reader :id
|
|
11
|
+
# @!attribute [r] name
|
|
12
|
+
# @return [String] Name of the visit outcome.
|
|
13
|
+
# attr_reader :name
|
|
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
|
+
end
|
|
19
|
+
end
|
|
@@ -2,7 +2,7 @@
|
|
|
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, :estimated_close_date, :customized_win_likelihood]
|
|
5
|
+
OPTS_KEYS_TO_PERSIST = Set[:contact_id, :currency, :custom_fields, :hot, :loss_reason_id, :unqualified_reason_id, :name, :owner_id, :source_id, :stage_id, :tags, :value, :last_stage_change_at, :estimated_close_date, :customized_win_likelihood]
|
|
6
6
|
|
|
7
7
|
def initialize(client)
|
|
8
8
|
@client = client
|
|
@@ -0,0 +1,67 @@
|
|
|
1
|
+
# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
|
|
2
|
+
|
|
3
|
+
module BaseCRM
|
|
4
|
+
class TextMessagesService
|
|
5
|
+
def initialize(client)
|
|
6
|
+
@client = client
|
|
7
|
+
end
|
|
8
|
+
|
|
9
|
+
# Retrieve text messages
|
|
10
|
+
#
|
|
11
|
+
# get '/text_messages'
|
|
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 text messages
|
|
20
|
+
#
|
|
21
|
+
# get '/text_messages'
|
|
22
|
+
#
|
|
23
|
+
# Returns Text Messages, 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 [String] :ids Comma-separated list of text message IDs to be returned in request.
|
|
29
|
+
# @option options [Integer] :resource_id Unique identifier of a resource the text message is attached to. Requires also resource_type to be specified.
|
|
30
|
+
# @option options [String] :resource_type Name of a resource type the text message is attached to. Requires also resource_id to be specified.
|
|
31
|
+
# @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`
|
|
32
|
+
# @return [Array<TextMessage>] The list of TextMessages for the first page, unless otherwise specified.
|
|
33
|
+
def where(options = {})
|
|
34
|
+
_, _, root = @client.get("/text_messages", options)
|
|
35
|
+
|
|
36
|
+
root[:items].map{ |item| TextMessage.new(item[:data]) }
|
|
37
|
+
end
|
|
38
|
+
|
|
39
|
+
|
|
40
|
+
# Retrieve a single text message
|
|
41
|
+
#
|
|
42
|
+
# get '/text_messages/{id}'
|
|
43
|
+
#
|
|
44
|
+
# Returns a single text message according to the unique ID provided
|
|
45
|
+
# If the specified user does not exist, this query returns an error
|
|
46
|
+
#
|
|
47
|
+
# @param id [Integer] Unique identifier of a TextMessage
|
|
48
|
+
# @return [TextMessage] Searched resource object.
|
|
49
|
+
def find(id)
|
|
50
|
+
_, _, root = @client.get("/text_messages/#{id}")
|
|
51
|
+
|
|
52
|
+
TextMessage.new(root[:data])
|
|
53
|
+
end
|
|
54
|
+
|
|
55
|
+
|
|
56
|
+
private
|
|
57
|
+
def validate_type!(text_message)
|
|
58
|
+
raise TypeError unless text_message.is_a?(TextMessage) || text_message.is_a?(Hash)
|
|
59
|
+
end
|
|
60
|
+
|
|
61
|
+
def extract_params!(text_message, *args)
|
|
62
|
+
params = text_message.to_h.select{ |k, _| args.include?(k) }
|
|
63
|
+
raise ArgumentError, "one of required attributes is missing. Expected: #{args.join(',')}" if params.count != args.length
|
|
64
|
+
params
|
|
65
|
+
end
|
|
66
|
+
end
|
|
67
|
+
end
|
|
@@ -0,0 +1,47 @@
|
|
|
1
|
+
# WARNING: This code is auto-generated from the BaseCRM API Discovery JSON Schema
|
|
2
|
+
|
|
3
|
+
module BaseCRM
|
|
4
|
+
class VisitOutcomesService
|
|
5
|
+
def initialize(client)
|
|
6
|
+
@client = client
|
|
7
|
+
end
|
|
8
|
+
|
|
9
|
+
# Retrieve visit outcomes
|
|
10
|
+
#
|
|
11
|
+
# get '/visit_outcomes'
|
|
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 visit outcomes
|
|
20
|
+
#
|
|
21
|
+
# get '/visit_outcomes'
|
|
22
|
+
#
|
|
23
|
+
# Returns Visit Outcomes, 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
|
+
# @return [Array<VisitOutcome>] The list of VisitOutcomes for the first page, unless otherwise specified.
|
|
29
|
+
def where(options = {})
|
|
30
|
+
_, _, root = @client.get("/visit_outcomes", options)
|
|
31
|
+
|
|
32
|
+
root[:items].map{ |item| VisitOutcome.new(item[:data]) }
|
|
33
|
+
end
|
|
34
|
+
|
|
35
|
+
|
|
36
|
+
private
|
|
37
|
+
def validate_type!(visit_outcome)
|
|
38
|
+
raise TypeError unless visit_outcome.is_a?(VisitOutcome) || visit_outcome.is_a?(Hash)
|
|
39
|
+
end
|
|
40
|
+
|
|
41
|
+
def extract_params!(visit_outcome, *args)
|
|
42
|
+
params = visit_outcome.to_h.select{ |k, _| args.include?(k) }
|
|
43
|
+
raise ArgumentError, "one of required attributes is missing. Expected: #{args.join(',')}" if params.count != args.length
|
|
44
|
+
params
|
|
45
|
+
end
|
|
46
|
+
end
|
|
47
|
+
end
|
|
@@ -0,0 +1,53 @@
|
|
|
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
data/spec/factories/call.rb
CHANGED
data/spec/factories/contact.rb
CHANGED
|
@@ -1,8 +1,8 @@
|
|
|
1
|
-
|
|
1
|
+
FactoryBot.define do
|
|
2
2
|
factory :contact, class: BaseCRM::Contact do
|
|
3
3
|
|
|
4
4
|
description { "I know him via Tom" }
|
|
5
|
-
email { "mark@
|
|
5
|
+
email { "mark#{SecureRandom.hex}@example.com" }
|
|
6
6
|
facebook { "mjohnson" }
|
|
7
7
|
fax { "+44-208-1234567" }
|
|
8
8
|
first_name { Faker::Name.first_name }
|
|
@@ -17,7 +17,7 @@ FactoryGirl.define do
|
|
|
17
17
|
tags { ["important"] }
|
|
18
18
|
title { "CEO" }
|
|
19
19
|
twitter { "mjohnson" }
|
|
20
|
-
website { "www.
|
|
20
|
+
website { "www.example.com" }
|
|
21
21
|
|
|
22
22
|
|
|
23
23
|
to_create do |contact|
|
data/spec/factories/deal.rb
CHANGED
data/spec/factories/lead.rb
CHANGED
|
@@ -1,8 +1,8 @@
|
|
|
1
|
-
|
|
1
|
+
FactoryBot.define do
|
|
2
2
|
factory :lead, class: BaseCRM::Lead do
|
|
3
3
|
|
|
4
4
|
description { "I know him via Tom" }
|
|
5
|
-
email { "mark@
|
|
5
|
+
email { "mark#{SecureRandom.hex}@example.com" }
|
|
6
6
|
facebook { "mjohnson" }
|
|
7
7
|
fax { "+44-208-1234567" }
|
|
8
8
|
first_name { Faker::Name.first_name }
|
|
@@ -16,7 +16,7 @@ FactoryGirl.define do
|
|
|
16
16
|
tags { ["important"] }
|
|
17
17
|
title { "CEO" }
|
|
18
18
|
twitter { "mjohnson" }
|
|
19
|
-
website { "www.
|
|
19
|
+
website { "www.example.com" }
|
|
20
20
|
|
|
21
21
|
|
|
22
22
|
to_create do |lead|
|
data/spec/factories/line_item.rb
CHANGED
data/spec/factories/note.rb
CHANGED
data/spec/factories/order.rb
CHANGED
data/spec/factories/product.rb
CHANGED
data/spec/factories/source.rb
CHANGED
data/spec/factories/tag.rb
CHANGED
data/spec/factories/task.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
|
data/spec/spec_helper.rb
CHANGED
|
@@ -1,10 +1,11 @@
|
|
|
1
1
|
require 'rspec/collection_matchers'
|
|
2
|
-
require '
|
|
2
|
+
require 'factory_bot'
|
|
3
3
|
require 'faker'
|
|
4
|
+
require 'securerandom'
|
|
4
5
|
|
|
5
6
|
require 'basecrm'
|
|
6
7
|
|
|
7
|
-
module
|
|
8
|
+
module FactoryBot
|
|
8
9
|
module Strategy
|
|
9
10
|
class Create
|
|
10
11
|
def result(evaluation)
|
|
@@ -15,10 +16,10 @@ module FactoryGirl
|
|
|
15
16
|
end
|
|
16
17
|
|
|
17
18
|
Dir[File.join(__dir__, "/support/**/*.rb")].each { |f| require f }
|
|
18
|
-
|
|
19
|
+
FactoryBot.find_definitions
|
|
19
20
|
|
|
20
21
|
RSpec.configure do |config|
|
|
21
|
-
config.include
|
|
22
|
+
config.include FactoryBot::Syntax::Methods
|
|
22
23
|
|
|
23
24
|
config.expect_with :rspec do |expectations|
|
|
24
25
|
# It makes the `description` and `failure_message` of custom matchers include text for helper methods
|
|
@@ -12,7 +12,7 @@ module ClientHelpers
|
|
|
12
12
|
end
|
|
13
13
|
|
|
14
14
|
def contact
|
|
15
|
-
@contact ||=
|
|
15
|
+
@contact ||= FactoryBot.create(:contact)
|
|
16
16
|
end
|
|
17
17
|
end
|
|
18
18
|
|
|
@@ -20,4 +20,4 @@ RSpec.configure do |config|
|
|
|
20
20
|
include ClientHelpers
|
|
21
21
|
end
|
|
22
22
|
|
|
23
|
-
|
|
23
|
+
FactoryBot::SyntaxRunner.send(:include, ClientHelpers)
|
data/spec/utils/coercion.rb
CHANGED
|
@@ -5,7 +5,7 @@ describe BaseCRM::Coercion do
|
|
|
5
5
|
it { expect(BaseCRM::Coercion.to_decimal_value(0)).to eql(0) }
|
|
6
6
|
it { expect(BaseCRM::Coercion.to_decimal_value("0")).to eql(0) }
|
|
7
7
|
it { expect(BaseCRM::Coercion.to_decimal_value(nil)).to eql(0) }
|
|
8
|
-
it { expect(BaseCRM::Coercion.to_decimal_value(1.1)).to eql(BigDecimal
|
|
9
|
-
it { expect(BaseCRM::Coercion.to_decimal_value("1.11")).to eql(BigDecimal
|
|
8
|
+
it { expect(BaseCRM::Coercion.to_decimal_value(1.1)).to eql(BigDecimal("1.1", 15)) }
|
|
9
|
+
it { expect(BaseCRM::Coercion.to_decimal_value("1.11")).to eql(BigDecimal("1.11", 15)) }
|
|
10
10
|
end
|
|
11
11
|
end
|
data/spec/utils/coercion_spec.rb
CHANGED
|
@@ -6,8 +6,8 @@ describe BaseCRM::Coercion do
|
|
|
6
6
|
it { expect(BaseCRM::Coercion.to_decimal_value(0)).to eql(0) }
|
|
7
7
|
it { expect(BaseCRM::Coercion.to_decimal_value("0")).to eql(0) }
|
|
8
8
|
it { expect(BaseCRM::Coercion.to_decimal_value(nil)).to eql(0) }
|
|
9
|
-
it { expect(BaseCRM::Coercion.to_decimal_value(1.1)).to eql(BigDecimal
|
|
10
|
-
it { expect(BaseCRM::Coercion.to_decimal_value("1.11")).to eql(BigDecimal
|
|
9
|
+
it { expect(BaseCRM::Coercion.to_decimal_value(1.1)).to eql(BigDecimal("1.1", 15)) }
|
|
10
|
+
it { expect(BaseCRM::Coercion.to_decimal_value("1.11")).to eql(BigDecimal("1.11", 15)) }
|
|
11
11
|
end
|
|
12
12
|
|
|
13
13
|
describe "to_string" do
|
metadata
CHANGED
|
@@ -1,35 +1,35 @@
|
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
|
2
2
|
name: basecrm
|
|
3
3
|
version: !ruby/object:Gem::Version
|
|
4
|
-
version: 1.3.
|
|
4
|
+
version: 1.3.9
|
|
5
5
|
platform: ruby
|
|
6
6
|
authors:
|
|
7
|
-
-
|
|
7
|
+
- Zendesk
|
|
8
8
|
autorequire:
|
|
9
9
|
bindir: bin
|
|
10
10
|
cert_chain: []
|
|
11
|
-
date:
|
|
11
|
+
date: 2021-03-30 00:00:00.000000000 Z
|
|
12
12
|
dependencies:
|
|
13
13
|
- !ruby/object:Gem::Dependency
|
|
14
14
|
name: faraday
|
|
15
15
|
requirement: !ruby/object:Gem::Requirement
|
|
16
16
|
requirements:
|
|
17
|
-
- - "~>"
|
|
18
|
-
- !ruby/object:Gem::Version
|
|
19
|
-
version: '0.9'
|
|
20
17
|
- - ">="
|
|
21
18
|
- !ruby/object:Gem::Version
|
|
22
19
|
version: 0.9.0
|
|
20
|
+
- - "~>"
|
|
21
|
+
- !ruby/object:Gem::Version
|
|
22
|
+
version: '0.9'
|
|
23
23
|
type: :runtime
|
|
24
24
|
prerelease: false
|
|
25
25
|
version_requirements: !ruby/object:Gem::Requirement
|
|
26
26
|
requirements:
|
|
27
|
-
- - "~>"
|
|
28
|
-
- !ruby/object:Gem::Version
|
|
29
|
-
version: '0.9'
|
|
30
27
|
- - ">="
|
|
31
28
|
- !ruby/object:Gem::Version
|
|
32
29
|
version: 0.9.0
|
|
30
|
+
- - "~>"
|
|
31
|
+
- !ruby/object:Gem::Version
|
|
32
|
+
version: '0.9'
|
|
33
33
|
- !ruby/object:Gem::Dependency
|
|
34
34
|
name: json
|
|
35
35
|
requirement: !ruby/object:Gem::Requirement
|
|
@@ -87,19 +87,19 @@ dependencies:
|
|
|
87
87
|
- !ruby/object:Gem::Version
|
|
88
88
|
version: '2.0'
|
|
89
89
|
- !ruby/object:Gem::Dependency
|
|
90
|
-
name:
|
|
90
|
+
name: factory_bot
|
|
91
91
|
requirement: !ruby/object:Gem::Requirement
|
|
92
92
|
requirements:
|
|
93
93
|
- - "~>"
|
|
94
94
|
- !ruby/object:Gem::Version
|
|
95
|
-
version: '4.
|
|
95
|
+
version: '4.11'
|
|
96
96
|
type: :development
|
|
97
97
|
prerelease: false
|
|
98
98
|
version_requirements: !ruby/object:Gem::Requirement
|
|
99
99
|
requirements:
|
|
100
100
|
- - "~>"
|
|
101
101
|
- !ruby/object:Gem::Version
|
|
102
|
-
version: '4.
|
|
102
|
+
version: '4.11'
|
|
103
103
|
- !ruby/object:Gem::Dependency
|
|
104
104
|
name: faker
|
|
105
105
|
requirement: !ruby/object:Gem::Requirement
|
|
@@ -114,9 +114,9 @@ dependencies:
|
|
|
114
114
|
- - "~>"
|
|
115
115
|
- !ruby/object:Gem::Version
|
|
116
116
|
version: '1.4'
|
|
117
|
-
description:
|
|
117
|
+
description: Zendesk Sell Official API V2 library client for ruby
|
|
118
118
|
email:
|
|
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|