call_center 0.0.2
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- data/.document +5 -0
- data/.rvmrc +1 -0
- data/Gemfile +18 -0
- data/Gemfile.lock +52 -0
- data/Guardfile +5 -0
- data/LICENSE.txt +20 -0
- data/README.md +159 -0
- data/Rakefile +53 -0
- data/VERSION +1 -0
- data/call_center.gemspec +97 -0
- data/init.rb +1 -0
- data/lib/call_center.rb +100 -0
- data/lib/call_center/core_ext/object_instance_exec.rb +21 -0
- data/lib/call_center/state_machine_ext.rb +26 -0
- data/lib/call_center/test/dsl.rb +69 -0
- data/test/call_center_test.rb +261 -0
- data/test/core_ext_test.rb +18 -0
- data/test/examples/call.rb +46 -0
- data/test/examples/legacy_call.rb +26 -0
- data/test/examples/multiple_flow_call.rb +21 -0
- data/test/examples/non_standard_call.rb +12 -0
- data/test/helper.rb +40 -0
- metadata +278 -0
data/.document
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data/.rvmrc
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rvm use ree-1.8.7-2011.03@twilio_flow
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data/Gemfile
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source 'http://rubygems.org'
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group :development do
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gem 'shoulda', '>= 0'
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gem 'bundler', '~> 1.0.0'
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gem 'jeweler', '~> 1.6.4'
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gem 'rcov', '>= 0'
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gem 'test-unit', :require => 'test/unit'
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gem 'guard'
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gem 'guard-test'
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gem 'actionpack', '~> 2.3.10'
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gem 'mocha'
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gem 'bourne'
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gem 'pre-commit'
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end
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gem 'builder'
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gem 'hsume2-state_machine', '~> 1.0.5', :require => 'state_machine'
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data/Gemfile.lock
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GEM
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remote: http://rubygems.org/
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specs:
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actionpack (2.3.12)
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activesupport (= 2.3.12)
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rack (~> 1.1.0)
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activesupport (2.3.12)
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bourne (1.0)
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mocha (= 0.9.8)
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builder (3.0.0)
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execjs (1.2.0)
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multi_json (~> 1.0)
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git (1.2.5)
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guard (0.7.0)
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thor (~> 0.14.6)
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guard-test (0.3.0)
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guard (>= 0.2.2)
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test-unit (~> 2.2)
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hsume2-state_machine (1.0.5)
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jeweler (1.6.4)
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bundler (~> 1.0)
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git (>= 1.2.5)
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rake
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mocha (0.9.8)
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rake
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multi_json (1.0.3)
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pre-commit (0.1.13)
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execjs
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rack (1.1.2)
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rake (0.9.2)
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rcov (0.9.9)
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shoulda (2.11.3)
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test-unit (2.3.0)
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thor (0.14.6)
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PLATFORMS
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ruby
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DEPENDENCIES
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actionpack (~> 2.3.10)
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bourne
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builder
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bundler (~> 1.0.0)
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guard
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guard-test
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hsume2-state_machine (~> 1.0.5)
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jeweler (~> 1.6.4)
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mocha
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pre-commit
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rcov
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shoulda
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test-unit
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data/Guardfile
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data/LICENSE.txt
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Copyright (c) 2011 Henry Hsu and Zendesk, Inc
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Permission is hereby granted, free of charge, to any person obtaining
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a copy of this software and associated documentation files (the
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"Software"), to deal in the Software without restriction, including
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without limitation the rights to use, copy, modify, merge, publish,
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distribute, sublicense, and/or sell copies of the Software, and to
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permit persons to whom the Software is furnished to do so, subject to
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the following conditions:
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The above copyright notice and this permission notice shall be
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included in all copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
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EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
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MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
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NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
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LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
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OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
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WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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data/README.md
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Call Center
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===========
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Support for defining call center workflows.
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Overview
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--------
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Call Center streamlines the process of defining multi-party call workflows in your application. Particularly, with [Twilio](http://www.twilio.com/docs) in mind.
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[Twilio](http://www.twilio.com/docs) provides a two-part API for managing phone calls, and is mostly driven by callbacks. Call Center DRYs up the application logic dealing with a callback driven API so you can focus on the business logic of your call center.
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### Not DRY
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Twilio requests your application to return [TwiML](http://www.twilio.com/docs/api/twiml/) that describes the call workflow. TwiML contains commands which Twilio then executes. It is essentially an application-to-application API, synonymous to making a REST call.
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In the context of "[Skinny Controller, Fat Model](http://weblog.jamisbuck.org/2006/10/18/skinny-controller-fat-model)", outgoing REST calls for the function of business logic are not a view concern but a model concern. Therefore, so is TwiML.
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Twilio supports callbacks URLs and redirects to URLs that also render TwiML as a method of modifying live calls. Incoming callbacks are handled by the controller first, but the response is still a model concern.
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Terminology
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-----------
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* **Call** - An application resource of yours that encapsulates a phone call. Phone calls are then acted on: answered, transferred, declined, etc.
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* **Event** - Is something that happens outside or inside your application in relation to a **Call**. Someone picks up, hangs up, presses a button, etc.
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* **State** - Is the status a **Call** is in which is descriptive of what's happened so far and what are the next things that should happen. (e.g. a call on hold is waiting for the agent to return)
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* **CallFlow** - Is a definition of the process a **Call** goes through. **Events** drive the flow between **States**. (e.g. a simple workflow is when noone answers the call, send the call to voicemail)
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* **Render** - Is the ability of the **CallFlow** to return TwiML to bring the call into the **State** or modify the live call through a **Redirect**.
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* **Redirect** - Is a way of modifying a live call outside of a TwiML response (e.g. background jobs)
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Usage
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-----
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class Call
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include CallCenter
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call_flow :state, :intial => :answered do
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state :answered do
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event :incoming_call, :to => :voicemail, :if => :not_during_business_hours?
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event :incoming_call, :to => :sales
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end
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state :voicemail do
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event :customer_hangs_up, :to => :voicemail_completed
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end
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on_render(:sales) do |call, x|
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x.Say "This is Sales!"
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end
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on_render(:voicemail) do |call, x|
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x.Say "Leave a voicemail!"
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end
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on_flow_to(:voicemail) do |call, transition|
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call.notify(:voicemail)
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end
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end
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end
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Benefits of **CallCenter** is that it's backed by [state_machine](https://github.com/pluginaweek/state_machine). Which means you can interact with events the same you do in state_machine.
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@call.incoming_call!
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@call.voicemail?
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@call.sales?
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@call.render # See Rendering
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Flow
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----
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The general application flow for a **CallFlow** is like this:
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1. An incoming call is posted to your application
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* You create a **Call**
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* You execute an initial event
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* You respond by rendering TwiML. Your TwiML contains callbacks to events or redirects
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2. Something happens and Twilio posts an event to your application
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* You find the **Call**
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* You store any new information
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* You execute the posted event
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* You respond by rendering TwiML. Your TwiML contains callbacks to events or redirects
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3. Repeat 2.
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Rendering
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---------
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Rendering is your way of interacting with Twilio. Thus, it provides two facilities: access to an XML builder and access to your call.
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on_render(:sales) do |the_call, xml_builder|
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xml_builder.Say "This is Sales!"
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the_call.flag! # You can access the call explicitly
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flag! # Or access it implicitly
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end
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Renders:
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<?xml version="1.0" encoding="UTF-8"?>
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<Response>
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<Say>This is Sales!</Say>
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</Response>
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Callbacks
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---------
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If you ever want to do something special after entering a state, but only if it's a new transition (e.g. NOT from :voicemail => :voicemail), you can do this:
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on_flow_to(:voicemail) do |the_call, the_transition|
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the_call.notify(transition.event) # Explicitly
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notify(transition.event) # Implicitly
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end
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Redirects
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---------
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Redirects are a request made to the [Twilio REST API](http://www.twilio.com/docs/api/rest/) that points to a callback URL which returns TwiML to be executed on a call. It is up to you how you want to perform this (e.g. with your favority http libraries, or with [Twilio Libraries](http://www.twilio.com/docs/libraries/)).
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Redirect to events look like this:
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...
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call_flow :state, :intial => :answered do
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state :answered do
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...
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end
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state :ending_call do
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event :end_call, :to => :ended_call
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end
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on_render(:ending_call) do
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redirect_and_end_call!(:status => 'completed')
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end
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end
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...
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For your **Call** to support this syntax, it must adhere to the following API:
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class Call
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def redirect_to(event, *args)
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# where:
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# event #=> :end_call
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# args #=> [:status => 'completed]
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@account.calls.get(self.sid).update({:url => "http://myapp.com/call_flow?event=#{event}"})
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end
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end
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Tools
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-----
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### Drawing ###
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Should you be interested in what your call center workflow looks like, you can draw.
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Call.state_machines[:status].draw(:font => 'Helvetica Neue')
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# OR
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@call.draw_call_flow(:font => 'Helvetica Neue')
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Future
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------
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* Integrate making new calls into the **CallFlow** DSL
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data/Rakefile
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# encoding: utf-8
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require 'rubygems'
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require 'bundler'
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begin
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Bundler.setup(:default, :development)
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rescue Bundler::BundlerError => e
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$stderr.puts e.message
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$stderr.puts "Run `bundle install` to install missing gems"
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exit e.status_code
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end
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require 'rake'
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require 'jeweler'
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Jeweler::Tasks.new do |gem|
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# gem is a Gem::Specification... see http://docs.rubygems.org/read/chapter/20 for more options
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gem.name = "call_center"
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gem.homepage = "http://github.com/zendesk/call_center"
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gem.license = "MIT"
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gem.summary = %Q{Support for describing call center workflows}
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gem.description = %Q{Support for describing call center workflows}
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gem.email = "hhsu@zendesk.com"
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gem.authors = ["Henry Hsu"]
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# dependencies defined in Gemfile
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end
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Jeweler::RubygemsDotOrgTasks.new
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require 'rake/testtask'
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Rake::TestTask.new(:test) do |test|
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test.libs << 'lib' << 'test'
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test.pattern = 'test/**/*_test.rb'
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test.verbose = true
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end
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require 'rcov/rcovtask'
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Rcov::RcovTask.new do |test|
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test.libs << 'test'
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test.pattern = 'test/**/*_test.rb'
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test.verbose = true
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test.rcov_opts << '--exclude "gems/*"'
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end
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task :default => :test
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require 'rake/rdoctask'
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Rake::RDocTask.new do |rdoc|
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version = File.exist?('VERSION') ? File.read('VERSION') : ""
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rdoc.rdoc_dir = 'rdoc'
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rdoc.title = "twilio_flow #{version}"
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rdoc.rdoc_files.include('README*')
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rdoc.rdoc_files.include('lib/**/*.rb')
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end
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data/VERSION
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0.0.2
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data/call_center.gemspec
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# Generated by jeweler
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# DO NOT EDIT THIS FILE DIRECTLY
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# Instead, edit Jeweler::Tasks in Rakefile, and run 'rake gemspec'
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# -*- encoding: utf-8 -*-
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Gem::Specification.new do |s|
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s.name = %q{call_center}
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s.version = "0.0.2"
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s.required_rubygems_version = Gem::Requirement.new(">= 0") if s.respond_to? :required_rubygems_version=
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s.authors = ["Henry Hsu"]
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s.date = %q{2011-09-21}
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s.description = %q{Support for describing call center workflows}
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s.email = %q{hhsu@zendesk.com}
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s.extra_rdoc_files = [
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"LICENSE.txt",
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"README.md"
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]
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s.files = [
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".document",
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".rvmrc",
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"Gemfile",
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"Gemfile.lock",
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"Guardfile",
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"LICENSE.txt",
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"README.md",
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"Rakefile",
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"VERSION",
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"call_center.gemspec",
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"init.rb",
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"lib/call_center.rb",
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"lib/call_center/core_ext/object_instance_exec.rb",
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"lib/call_center/state_machine_ext.rb",
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"lib/call_center/test/dsl.rb",
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+
"test/call_center_test.rb",
|
36
|
+
"test/core_ext_test.rb",
|
37
|
+
"test/examples/call.rb",
|
38
|
+
"test/examples/legacy_call.rb",
|
39
|
+
"test/examples/multiple_flow_call.rb",
|
40
|
+
"test/examples/non_standard_call.rb",
|
41
|
+
"test/helper.rb"
|
42
|
+
]
|
43
|
+
s.homepage = %q{http://github.com/zendesk/call_center}
|
44
|
+
s.licenses = ["MIT"]
|
45
|
+
s.require_paths = ["lib"]
|
46
|
+
s.rubygems_version = %q{1.5.3}
|
47
|
+
s.summary = %q{Support for describing call center workflows}
|
48
|
+
|
49
|
+
if s.respond_to? :specification_version then
|
50
|
+
s.specification_version = 3
|
51
|
+
|
52
|
+
if Gem::Version.new(Gem::VERSION) >= Gem::Version.new('1.2.0') then
|
53
|
+
s.add_runtime_dependency(%q<builder>, [">= 0"])
|
54
|
+
s.add_runtime_dependency(%q<hsume2-state_machine>, ["~> 1.0.5"])
|
55
|
+
s.add_development_dependency(%q<shoulda>, [">= 0"])
|
56
|
+
s.add_development_dependency(%q<bundler>, ["~> 1.0.0"])
|
57
|
+
s.add_development_dependency(%q<jeweler>, ["~> 1.6.4"])
|
58
|
+
s.add_development_dependency(%q<rcov>, [">= 0"])
|
59
|
+
s.add_development_dependency(%q<test-unit>, [">= 0"])
|
60
|
+
s.add_development_dependency(%q<guard>, [">= 0"])
|
61
|
+
s.add_development_dependency(%q<guard-test>, [">= 0"])
|
62
|
+
s.add_development_dependency(%q<actionpack>, ["~> 2.3.10"])
|
63
|
+
s.add_development_dependency(%q<mocha>, [">= 0"])
|
64
|
+
s.add_development_dependency(%q<bourne>, [">= 0"])
|
65
|
+
s.add_development_dependency(%q<pre-commit>, [">= 0"])
|
66
|
+
else
|
67
|
+
s.add_dependency(%q<builder>, [">= 0"])
|
68
|
+
s.add_dependency(%q<hsume2-state_machine>, ["~> 1.0.5"])
|
69
|
+
s.add_dependency(%q<shoulda>, [">= 0"])
|
70
|
+
s.add_dependency(%q<bundler>, ["~> 1.0.0"])
|
71
|
+
s.add_dependency(%q<jeweler>, ["~> 1.6.4"])
|
72
|
+
s.add_dependency(%q<rcov>, [">= 0"])
|
73
|
+
s.add_dependency(%q<test-unit>, [">= 0"])
|
74
|
+
s.add_dependency(%q<guard>, [">= 0"])
|
75
|
+
s.add_dependency(%q<guard-test>, [">= 0"])
|
76
|
+
s.add_dependency(%q<actionpack>, ["~> 2.3.10"])
|
77
|
+
s.add_dependency(%q<mocha>, [">= 0"])
|
78
|
+
s.add_dependency(%q<bourne>, [">= 0"])
|
79
|
+
s.add_dependency(%q<pre-commit>, [">= 0"])
|
80
|
+
end
|
81
|
+
else
|
82
|
+
s.add_dependency(%q<builder>, [">= 0"])
|
83
|
+
s.add_dependency(%q<hsume2-state_machine>, ["~> 1.0.5"])
|
84
|
+
s.add_dependency(%q<shoulda>, [">= 0"])
|
85
|
+
s.add_dependency(%q<bundler>, ["~> 1.0.0"])
|
86
|
+
s.add_dependency(%q<jeweler>, ["~> 1.6.4"])
|
87
|
+
s.add_dependency(%q<rcov>, [">= 0"])
|
88
|
+
s.add_dependency(%q<test-unit>, [">= 0"])
|
89
|
+
s.add_dependency(%q<guard>, [">= 0"])
|
90
|
+
s.add_dependency(%q<guard-test>, [">= 0"])
|
91
|
+
s.add_dependency(%q<actionpack>, ["~> 2.3.10"])
|
92
|
+
s.add_dependency(%q<mocha>, [">= 0"])
|
93
|
+
s.add_dependency(%q<bourne>, [">= 0"])
|
94
|
+
s.add_dependency(%q<pre-commit>, [">= 0"])
|
95
|
+
end
|
96
|
+
end
|
97
|
+
|
data/init.rb
ADDED
@@ -0,0 +1 @@
|
|
1
|
+
require 'call_center'
|
data/lib/call_center.rb
ADDED
@@ -0,0 +1,100 @@
|
|
1
|
+
require 'call_center/core_ext/object_instance_exec'
|
2
|
+
require 'state_machine'
|
3
|
+
require 'call_center/state_machine_ext'
|
4
|
+
|
5
|
+
module CallCenter
|
6
|
+
def self.included(base)
|
7
|
+
base.send(:include, InstanceMethods)
|
8
|
+
base.extend(ClassMethods)
|
9
|
+
end
|
10
|
+
|
11
|
+
class << self
|
12
|
+
attr_accessor :cached_state_machines
|
13
|
+
end
|
14
|
+
self.cached_state_machines ||= {}
|
15
|
+
|
16
|
+
def self.cache(klass, state_machine)
|
17
|
+
self.cached_state_machines["#{klass.name}_#{state_machine.name}"] ||= state_machine
|
18
|
+
end
|
19
|
+
|
20
|
+
def self.cached(klass, state_machine_name)
|
21
|
+
self.cached_state_machines["#{klass.name}_#{state_machine_name}"]
|
22
|
+
end
|
23
|
+
|
24
|
+
module ClassMethods
|
25
|
+
attr_accessor :call_flow_state_machine_name
|
26
|
+
|
27
|
+
# Calls state_machine ... with :syntax => :alternate
|
28
|
+
def call_flow(*args, &blk)
|
29
|
+
options = args.last.is_a?(Hash) ? args.pop : {}
|
30
|
+
args << options.merge(:syntax => :alternate)
|
31
|
+
state_machine_name = args.first || :state
|
32
|
+
if state_machine = CallCenter.cached(self, state_machine_name)
|
33
|
+
state_machine = state_machine.duplicate_to(self)
|
34
|
+
else
|
35
|
+
state_machine = state_machine(*args, &blk)
|
36
|
+
state_machine.instance_eval do
|
37
|
+
after_transition any => any do |call, transition|
|
38
|
+
call.flow_to(transition) if transition.from_name != transition.to_name
|
39
|
+
end
|
40
|
+
end
|
41
|
+
CallCenter.cache(self, state_machine)
|
42
|
+
end
|
43
|
+
self.call_flow_state_machine_name ||= state_machine.name
|
44
|
+
state_machine
|
45
|
+
end
|
46
|
+
|
47
|
+
def current_state_machine
|
48
|
+
self.state_machines[self.call_flow_state_machine_name]
|
49
|
+
end
|
50
|
+
end
|
51
|
+
|
52
|
+
module InstanceMethods
|
53
|
+
def render(state_machine_name = self.class.call_flow_state_machine_name)
|
54
|
+
xml = Builder::XmlMarkup.new
|
55
|
+
render_block = current_block_accessor(:render_blocks, state_machine_name)
|
56
|
+
|
57
|
+
xml.instruct!
|
58
|
+
xml.Response do
|
59
|
+
self.instance_exec(self, xml, &render_block) if render_block
|
60
|
+
end
|
61
|
+
xml.target!
|
62
|
+
end
|
63
|
+
|
64
|
+
def flow_to(transition, state_machine_name = self.class.call_flow_state_machine_name)
|
65
|
+
block = current_block_accessor(:flow_to_blocks, state_machine_name)
|
66
|
+
self.instance_exec(self, transition, &block) if block
|
67
|
+
end
|
68
|
+
|
69
|
+
def draw_call_flow(*args)
|
70
|
+
current_state_machine.draw(*args)
|
71
|
+
end
|
72
|
+
|
73
|
+
private
|
74
|
+
|
75
|
+
def current_block_accessor(accessor, state_machine_name)
|
76
|
+
csm = self.class.state_machines[state_machine_name]
|
77
|
+
return unless csm.respond_to?(accessor)
|
78
|
+
blocks, name = csm.send(accessor), csm.name
|
79
|
+
blocks[current_flow_state(state_machine_name)] if blocks
|
80
|
+
end
|
81
|
+
|
82
|
+
def current_state_machine
|
83
|
+
self.class.current_state_machine
|
84
|
+
end
|
85
|
+
|
86
|
+
def current_flow_state(state_machine_name)
|
87
|
+
send(state_machine_name).to_sym
|
88
|
+
end
|
89
|
+
|
90
|
+
def method_missing(*args, &blk)
|
91
|
+
method_name = args.first.to_s
|
92
|
+
if method_name =~ /^redirect_and_(.+)!$/
|
93
|
+
args.shift
|
94
|
+
redirect_to($1.to_sym, *args)
|
95
|
+
else
|
96
|
+
super
|
97
|
+
end
|
98
|
+
end
|
99
|
+
end
|
100
|
+
end
|