basecrm 1.3.5 → 1.3.10
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 +12 -7
- data/lib/basecrm/models/contact.rb +1 -1
- data/lib/basecrm/models/deal.rb +4 -1
- data/lib/basecrm/services/deals_service.rb +3 -1
- 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 +1 -1
- 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 +53 -54
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Copyright 2013 Zendesk
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data/README.md
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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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Actions:
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* Retrieve visit outcomes - `client.visit_outcomes.all`
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## Bug Reports
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Report [here](https://github.com/zendesk/basecrm-ruby/issues).
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##
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MIT
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## Releasing new version of gem
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1. Update version [lib/basecrm/version.rb](lib/basecrm/version.rb) and [VERSION](VERSION) and push to `master`
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2. Create new GitHub release with tag name starting with `v` and the version, for example `v1.0.0`
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3. Gem will be automatically built and pushed to rubygems.org with GitHub Action
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## Copyright and license
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Copyright 2013 Zendesk
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BaseCRM developers (developers@getbase.com)
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Licensed under the [Apache License, Version 2.0](LICENSE)
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# @return [Integer] The unique identifier of the organization the contact belongs to. The field will be set only if the contact is an individual.
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# attr_accessor :contact_id
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# @!attribute [rw] custom_fields
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# @return [Hash] Custom fields are a key-value pair attached to a contact. See more at [Custom Fields](/docs/rest/articles/requests#custom_fields).
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# @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
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# attr_accessor :custom_fields
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# @!attribute [rw] customer_status
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# @return [String] The customer status of the contact.
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data/lib/basecrm/models/deal.rb
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# attr_accessor :custom_fields
|
|
36
36
|
# @!attribute [rw] customized_win_likelihood
|
|
37
|
-
# @return [Integer] User-provided win likelihood with value range 0
|
|
37
|
+
# @return [Integer] User-provided win likelihood with value range 0-100.
|
|
38
38
|
# attr_accessor :customized_win_likelihood
|
|
39
39
|
# @!attribute [rw] estimated_close_date
|
|
40
40
|
# @return [String] Estimated close date of the deal
|
|
@@ -63,6 +63,9 @@ module BaseCRM
|
|
|
63
63
|
# @!attribute [rw] tags
|
|
64
64
|
# @return [Array<String>] An array of tags for a deal. See more at [Tags](/docs/rest/articles/requests#tags).
|
|
65
65
|
# attr_accessor :tags
|
|
66
|
+
# @!attribute [rw] added_on
|
|
67
|
+
# @return [DateTime] Date and time when the deal was added in UTC (ISO8601 format).
|
|
68
|
+
# attr_accessor :added_on
|
|
66
69
|
# @!attribute [rw] value
|
|
67
70
|
# @return [BigDecimal] Value of the deal in a currency specified in the `currency` field.
|
|
68
71
|
# attr_accessor :value
|
|
@@ -2,7 +2,9 @@
|
|
|
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,
|
|
5
|
+
OPTS_KEYS_TO_PERSIST = Set[:contact_id, :currency, :custom_fields, :hot, :loss_reason_id,
|
|
6
|
+
:unqualified_reason_id, :name, :owner_id, :source_id, :stage_id, :tags, :value, :last_stage_change_at,
|
|
7
|
+
:estimated_close_date, :customized_win_likelihood, :added_on]
|
|
6
8
|
|
|
7
9
|
def initialize(client)
|
|
8
10
|
@client = client
|
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
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: 1.3.10
|
|
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: 2021-06-29 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:
|
|
119
|
-
-
|
|
119
|
+
- opensource@zendesk.com
|
|
120
120
|
executables: []
|
|
121
121
|
extensions: []
|
|
122
122
|
extra_rdoc_files: []
|
|
@@ -243,9 +243,9 @@ files:
|
|
|
243
243
|
- spec/support/client_helpers.rb
|
|
244
244
|
- spec/utils/coercion.rb
|
|
245
245
|
- spec/utils/coercion_spec.rb
|
|
246
|
-
homepage: https://github.com/
|
|
246
|
+
homepage: https://github.com/zendesk/basecrm-ruby
|
|
247
247
|
licenses:
|
|
248
|
-
-
|
|
248
|
+
- Apache License Version 2.0
|
|
249
249
|
metadata: {}
|
|
250
250
|
post_install_message:
|
|
251
251
|
rdoc_options: []
|
|
@@ -262,60 +262,59 @@ required_rubygems_version: !ruby/object:Gem::Requirement
|
|
|
262
262
|
- !ruby/object:Gem::Version
|
|
263
263
|
version: '0'
|
|
264
264
|
requirements: []
|
|
265
|
-
|
|
266
|
-
rubygems_version: 2.5.2.3
|
|
265
|
+
rubygems_version: 3.0.3.1
|
|
267
266
|
signing_key:
|
|
268
267
|
specification_version: 4
|
|
269
|
-
summary:
|
|
268
|
+
summary: Zendesk Sell Official API V2 library client for ruby
|
|
270
269
|
test_files:
|
|
271
|
-
- spec/spec_helper.rb
|
|
272
|
-
- spec/middlewares/raise_error_spec.rb
|
|
273
|
-
- spec/utils/coercion_spec.rb
|
|
274
|
-
- spec/utils/coercion.rb
|
|
275
270
|
- spec/models/sync_meta_spec.rb
|
|
276
|
-
- spec/
|
|
277
|
-
- spec/factories/note.rb
|
|
278
|
-
- spec/factories/source.rb
|
|
271
|
+
- spec/factories/associated_contact.rb
|
|
279
272
|
- spec/factories/tag.rb
|
|
280
273
|
- spec/factories/contact.rb
|
|
281
|
-
- spec/factories/
|
|
282
|
-
- spec/factories/
|
|
274
|
+
- spec/factories/deal_source.rb
|
|
275
|
+
- spec/factories/lead_unqualified_reason.rb
|
|
276
|
+
- spec/factories/loss_reason.rb
|
|
277
|
+
- spec/factories/line_item.rb
|
|
283
278
|
- spec/factories/product.rb
|
|
284
|
-
- spec/factories/text_message.rb
|
|
285
|
-
- spec/factories/lead.rb
|
|
286
279
|
- spec/factories/deal_unqualified_reason.rb
|
|
287
|
-
- spec/factories/lead_unqualified_reason.rb
|
|
288
|
-
- spec/factories/deal_source.rb
|
|
289
280
|
- spec/factories/order.rb
|
|
290
|
-
- spec/factories/
|
|
291
|
-
- spec/factories/associated_contact.rb
|
|
292
|
-
- spec/factories/line_item.rb
|
|
293
|
-
- spec/factories/loss_reason.rb
|
|
281
|
+
- spec/factories/source.rb
|
|
294
282
|
- spec/factories/task.rb
|
|
283
|
+
- spec/factories/lead_source.rb
|
|
284
|
+
- spec/factories/text_message.rb
|
|
285
|
+
- spec/factories/call.rb
|
|
286
|
+
- spec/factories/deal.rb
|
|
287
|
+
- spec/factories/note.rb
|
|
288
|
+
- spec/factories/lead.rb
|
|
295
289
|
- spec/basecrm/sync_spec.rb
|
|
296
|
-
- spec/
|
|
297
|
-
- spec/
|
|
298
|
-
- spec/
|
|
299
|
-
- spec/
|
|
300
|
-
- spec/
|
|
301
|
-
- spec/services/
|
|
290
|
+
- spec/support/client_helpers.rb
|
|
291
|
+
- spec/spec_helper.rb
|
|
292
|
+
- spec/middlewares/raise_error_spec.rb
|
|
293
|
+
- spec/utils/coercion_spec.rb
|
|
294
|
+
- spec/utils/coercion.rb
|
|
295
|
+
- spec/services/line_items_service_spec.rb
|
|
296
|
+
- spec/services/deal_unqualified_reasons_service_spec.rb
|
|
302
297
|
- spec/services/stages_service_spec.rb
|
|
303
|
-
- spec/services/tags_service_spec.rb
|
|
304
|
-
- spec/services/products_service_spec.rb
|
|
305
298
|
- spec/services/call_outcomes_service_spec.rb
|
|
306
299
|
- spec/services/lead_sources_service_spec.rb
|
|
300
|
+
- spec/services/pipelines_service_spec.rb
|
|
301
|
+
- spec/services/lead_unqualified_reasons_service_spec.rb
|
|
302
|
+
- spec/services/text_messages_service_spec.rb
|
|
303
|
+
- spec/services/sources_service_spec.rb
|
|
304
|
+
- spec/services/contacts_service_spec.rb
|
|
305
|
+
- spec/services/loss_reasons_service_spec.rb
|
|
306
|
+
- spec/services/deals_service_spec.rb
|
|
307
|
+
- spec/services/calls_service_spec.rb
|
|
308
|
+
- spec/services/sync_service_spec.rb
|
|
307
309
|
- spec/services/associated_contacts_service_spec.rb
|
|
308
|
-
- spec/services/
|
|
310
|
+
- spec/services/orders_service_spec.rb
|
|
309
311
|
- spec/services/leads_service_spec.rb
|
|
310
|
-
- spec/services/
|
|
311
|
-
- spec/services/loss_reasons_service_spec.rb
|
|
312
|
+
- spec/services/tasks_service_spec.rb
|
|
312
313
|
- spec/services/deal_sources_service_spec.rb
|
|
314
|
+
- spec/services/notes_service_spec.rb
|
|
315
|
+
- spec/services/accounts_service_spec.rb
|
|
313
316
|
- spec/services/visit_outcomes_service_spec.rb
|
|
314
|
-
- spec/services/calls_service_spec.rb
|
|
315
|
-
- spec/services/deal_unqualified_reasons_service_spec.rb
|
|
316
317
|
- spec/services/visits_service_spec.rb
|
|
317
|
-
- spec/services/
|
|
318
|
-
- spec/services/
|
|
319
|
-
- spec/services/
|
|
320
|
-
- spec/services/contacts_service_spec.rb
|
|
321
|
-
- spec/services/deals_service_spec.rb
|
|
318
|
+
- spec/services/products_service_spec.rb
|
|
319
|
+
- spec/services/tags_service_spec.rb
|
|
320
|
+
- spec/services/users_service_spec.rb
|