capsule_crm 0.9.1 → 0.10.0
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- checksums.yaml +4 -4
- data/CHANGELOG.md +4 -0
- data/README.md +18 -0
- data/lib/capsule_crm.rb +1 -0
- data/lib/capsule_crm/case.rb +11 -2
- data/lib/capsule_crm/opportunity.rb +12 -5
- data/lib/capsule_crm/track.rb +26 -0
- data/lib/capsule_crm/version.rb +1 -1
- data/spec/lib/capsule_crm/case_spec.rb +40 -5
- data/spec/lib/capsule_crm/opportunity_spec.rb +35 -0
- data/spec/lib/capsule_crm/track_spec.rb +26 -0
- data/spec/support/tracks.json +16 -0
- metadata +6 -1
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: 8f08b4e0897c37f8539c3dc0fcde24c91c374d7f
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4
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data.tar.gz: 810a9aa84d4c3a2b8fd2fd855c68b65d9315dfc5
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SHA512:
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-
metadata.gz:
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data.tar.gz:
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+
metadata.gz: 6c2ded3a643e2d174a0bc0b03c0a238434734f8320f85855994af9374abc86cb1a9d59358bb949c70b7830fec342c5f89aa9540bd97b9b2188b55e77a15c9067
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7
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+
data.tar.gz: ba7401ac676e2ae7130929c30522b448374d37b6f2be8c5f9133e8590cae2170468680f77c1b21a24c2df2ba6b91de4ffa9f265938a9aa5c81440c053715696e
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data/CHANGELOG.md
CHANGED
data/README.md
CHANGED
@@ -157,6 +157,12 @@ history = org.histories.build note: 'some note text'
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157
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history = org.histories.create note: 'some note text'
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```
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+
### Tracks
|
161
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+
```ruby
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162
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+
# List tracks
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163
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tracks = CapsuleCRM::Track.all
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+
```
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+
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### Opportunities
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```ruby
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# Find an opportunity
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@@ -165,6 +171,18 @@ opportunity = CapsuleCRM::Opportunity.find(ID)
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# List all opportunities
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172
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opportunities = CapsuleCRM::Opportunity.all
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+
# Build a new opportunity
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175
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+
opportunity = CapsuleCRM::Opportunity.new(
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+
name: 'my first opportunity',
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177
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party: CapsuleCRM::Party.find(1)
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+
milestone: CapsuleCRM::Milestone.find(10)
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track: CapsuleCRM::Track.all.first
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)
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# Save the opportunity
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opportunity.save
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opportunity.save!
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+
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# List tags
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opportunity.tags
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data/lib/capsule_crm.rb
CHANGED
data/lib/capsule_crm/case.rb
CHANGED
@@ -22,6 +22,7 @@ module CapsuleCRM
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22
22
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validates :party, presence: true
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23
23
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24
24
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belongs_to :party, class_name: 'CapsuleCRM::Party'
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+
belongs_to :track, class_name: 'CapsuleCRM::Track'
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25
26
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26
27
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has_many :tasks, class_name: 'CapsuleCRM::Task', source: :case
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@@ -238,16 +239,24 @@ module CapsuleCRM
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def to_capsule_json
|
239
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{
|
240
241
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kase: CapsuleCRM::HashHelper.camelize_keys(
|
241
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-
attributes.dup.delete_if
|
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+
attributes.dup.delete_if do |key, value|
|
243
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value.blank? || key == 'track_id'
|
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+
end
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)
|
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}
|
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end
|
245
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|
249
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+
def self._for_track(track)
|
250
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+
raise NotImplementedError.new("There is no way to find cases by trackId in the Capsule API right now")
|
251
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+
end
|
252
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+
|
246
253
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private
|
247
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|
248
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def create_record
|
256
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+
path = "/api/party/#{party_id}/kase"
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path += "?trackId=#{track_id}" if track_id
|
249
258
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self.attributes = CapsuleCRM::Connection.post(
|
250
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-
|
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+
path, to_capsule_json
|
251
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)
|
252
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self
|
253
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end
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@@ -30,8 +30,9 @@ module CapsuleCRM
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30
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31
31
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has_many :tasks, class_name: 'CapsuleCRM::Task', source: :opportunity
|
32
32
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|
33
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-
belongs_to :party,
|
33
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+
belongs_to :party, class_name: 'CapsuleCRM::Party'
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34
34
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belongs_to :milestone, class_name: 'CapsuleCRM::Milestone'
|
35
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+
belongs_to :track, class_name: 'CapsuleCRM::Track'
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35
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36
37
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def milestone=(milestone)
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37
38
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if milestone.is_a?(String)
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@@ -42,6 +43,10 @@ module CapsuleCRM
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|
42
43
|
self
|
43
44
|
end
|
44
45
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|
46
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+
def self._for_track(track)
|
47
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+
raise NotImplementedError.new("There is no way to find opportunities by trackId in the Capsule API right now")
|
48
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+
end
|
49
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+
|
45
50
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# Public: Get all opportunities from Capsule. The list can be restricted
|
46
51
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# and/or paginated with various query parameters sent through the options
|
47
52
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# hash.
|
@@ -289,7 +294,9 @@ module CapsuleCRM
|
|
289
294
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def to_capsule_json
|
290
295
|
{
|
291
296
|
opportunity: CapsuleCRM::HashHelper.camelize_keys(
|
292
|
-
attributes.dup.delete_if
|
297
|
+
attributes.dup.delete_if do |key, value|
|
298
|
+
value.blank? || key == 'track_id'
|
299
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+
end
|
293
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)
|
294
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}.stringify_keys
|
295
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end
|
@@ -309,9 +316,9 @@ module CapsuleCRM
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309
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private
|
310
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|
311
318
|
def create_record
|
312
|
-
|
313
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-
|
314
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-
)
|
319
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+
path = "/api/party/#{party_id}/opportunity"
|
320
|
+
path += "?trackId=#{track_id}" if track_id
|
321
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+
self.attributes = CapsuleCRM::Connection.post(path, to_capsule_json)
|
315
322
|
self
|
316
323
|
end
|
317
324
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@@ -0,0 +1,26 @@
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|
1
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+
module CapsuleCRM
|
2
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+
class Track
|
3
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+
include Virtus
|
4
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+
|
5
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+
extend ActiveModel::Naming
|
6
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+
include ActiveModel::Conversion
|
7
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+
include ActiveModel::Validations
|
8
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+
|
9
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+
include CapsuleCRM::Associations::HasMany
|
10
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+
include CapsuleCRM::Attributes
|
11
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+
include CapsuleCRM::Collection
|
12
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+
|
13
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+
attribute :id, Integer
|
14
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+
attribute :description, String
|
15
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+
attribute :capture_rule, String
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16
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+
|
17
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+
has_many :opportunities, class_name: 'CapsuleCRM::Opportunity'
|
18
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+
has_many :cases, class_name: 'CapsuleCRM::Case'
|
19
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+
|
20
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+
def self.all
|
21
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+
init_collection(
|
22
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+
CapsuleCRM::Connection.get('/api/tracks')['tracks']['track']
|
23
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+
)
|
24
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+
end
|
25
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+
end
|
26
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+
end
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data/lib/capsule_crm/version.rb
CHANGED
@@ -12,6 +12,15 @@ describe CapsuleCRM::Case do
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|
12
12
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|
13
13
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it { should validate_presence_of(:party) }
|
14
14
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|
15
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+
describe '._for_track' do
|
16
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+
let(:track) { CapsuleCRM::Track.new }
|
17
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+
|
18
|
+
it do
|
19
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+
expect { CapsuleCRM::Case._for_track(track) }.
|
20
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+
to raise_error(NotImplementedError)
|
21
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+
end
|
22
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+
end
|
23
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+
|
15
24
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describe '#tasks' do
|
16
25
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let(:kase) { Fabricate.build(:case, id: 3) }
|
17
26
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|
@@ -58,17 +67,19 @@ describe CapsuleCRM::Case do
|
|
58
67
|
end
|
59
68
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|
60
69
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describe '.create' do
|
70
|
+
let(:request_uri) do
|
71
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+
'https://1234:@company.capsulecrm.com/api/party/1/kase'
|
72
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+
end
|
73
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+
|
74
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+
let(:party) { CapsuleCRM::Person.new(id: 1, first_name: 'Matt') }
|
75
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+
|
61
76
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context 'when the case is valid' do
|
62
77
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before do
|
63
|
-
stub_request(
|
64
|
-
:post, 'https://1234:@company.capsulecrm.com/api/party/1/kase'
|
65
|
-
).to_return(
|
78
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+
stub_request(:post, request_uri).to_return(
|
66
79
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headers: { 'Location' => 'https://sample.capsulecrm.com/api/kase/59' }
|
67
80
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)
|
68
81
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end
|
69
82
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70
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-
let(:party) { CapsuleCRM::Person.new(id: 1, first_name: 'Matt') }
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71
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-
|
72
83
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subject { CapsuleCRM::Case.create name: 'Test Case', party: party }
|
73
84
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|
74
85
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it { should be_a(CapsuleCRM::Case) }
|
@@ -81,6 +92,30 @@ describe CapsuleCRM::Case do
|
|
81
92
|
|
82
93
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it { kase.errors.should_not be_blank }
|
83
94
|
end
|
95
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+
|
96
|
+
context 'when the case has a track' do
|
97
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+
before do
|
98
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+
stub_request(:post, "#{request_uri}?trackId=#{track.id}").to_return(
|
99
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+
headers: { 'Location' => 'https://sample.capsulecrm.com/api/kase/59' }
|
100
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+
)
|
101
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+
end
|
102
|
+
|
103
|
+
let(:track) { CapsuleCRM::Track.new(id: rand(10)) }
|
104
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+
|
105
|
+
subject do
|
106
|
+
CapsuleCRM::Case.create(name: 'Test Case', party: party, track: track)
|
107
|
+
end
|
108
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+
|
109
|
+
it { expect(subject).to be_a(CapsuleCRM::Case) }
|
110
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+
|
111
|
+
it { expect(subject).to be_persisted }
|
112
|
+
|
113
|
+
it do
|
114
|
+
subject
|
115
|
+
expect(WebMock).
|
116
|
+
to have_requested(:post, "#{request_uri}?trackId=#{track.id}")
|
117
|
+
end
|
118
|
+
end
|
84
119
|
end
|
85
120
|
|
86
121
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describe '.create!' do
|
@@ -35,6 +35,15 @@ describe CapsuleCRM::Opportunity do
|
|
35
35
|
it { should_not validate_presence_of(:milestone_id) }
|
36
36
|
end
|
37
37
|
|
38
|
+
describe '._for_track' do
|
39
|
+
let(:track) { CapsuleCRM::Track.new }
|
40
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+
|
41
|
+
it 'should raise a not implemented error' do
|
42
|
+
expect { CapsuleCRM::Opportunity._for_track(track) }.
|
43
|
+
to raise_error(NotImplementedError)
|
44
|
+
end
|
45
|
+
end
|
46
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+
|
38
47
|
describe '#tasks' do
|
39
48
|
let(:opportunity) { Fabricate.build(:opportunity, id: 5) }
|
40
49
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@@ -237,6 +246,32 @@ describe CapsuleCRM::Opportunity do
|
|
237
246
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it { should be_persisted }
|
238
247
|
|
239
248
|
it { subject.id.should eql(59) }
|
249
|
+
|
250
|
+
context 'when the opportunity has a track' do
|
251
|
+
before do
|
252
|
+
stub_request(:post, "#{request_path}?trackId=#{track.id}").to_return(
|
253
|
+
headers: {
|
254
|
+
'Location' => 'https://sample.capsulecrm.com/api/opportunity/59'
|
255
|
+
}
|
256
|
+
)
|
257
|
+
end
|
258
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+
|
259
|
+
let(:track) { CapsuleCRM::Track.new(id: rand(10)) }
|
260
|
+
|
261
|
+
subject do
|
262
|
+
CapsuleCRM::Opportunity.
|
263
|
+
create(opportunity_attributes.merge(track: track))
|
264
|
+
end
|
265
|
+
|
266
|
+
it { expect(subject).to be_a(CapsuleCRM::Opportunity) }
|
267
|
+
|
268
|
+
it do
|
269
|
+
subject
|
270
|
+
WebMock.should have_requested(
|
271
|
+
:post, "#{request_path}?trackId=#{track.id}"
|
272
|
+
)
|
273
|
+
end
|
274
|
+
end
|
240
275
|
end
|
241
276
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|
242
277
|
context 'when the opportunity is not valid' do
|
@@ -0,0 +1,26 @@
|
|
1
|
+
require 'spec_helper'
|
2
|
+
|
3
|
+
describe CapsuleCRM::Track do
|
4
|
+
before { configure }
|
5
|
+
|
6
|
+
describe '.all' do
|
7
|
+
before do
|
8
|
+
stub_request(:get, /\/api\/tracks$/).
|
9
|
+
to_return(body: File.read('spec/support/tracks.json'))
|
10
|
+
end
|
11
|
+
|
12
|
+
subject { CapsuleCRM::Track.all }
|
13
|
+
|
14
|
+
it { expect(subject).to be_a(Array) }
|
15
|
+
|
16
|
+
it { expect(subject.length).to eql(2) }
|
17
|
+
|
18
|
+
it { expect(subject.first).to be_a(CapsuleCRM::Track) }
|
19
|
+
|
20
|
+
it { expect(subject.first.description).to eql('Sales follow up') }
|
21
|
+
|
22
|
+
it { expect(subject.first.capture_rule).to eql('OPPORTUNITY') }
|
23
|
+
|
24
|
+
it { expect(subject.first.id).to eql(1) }
|
25
|
+
end
|
26
|
+
end
|
metadata
CHANGED
@@ -1,7 +1,7 @@
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
2
2
|
name: capsule_crm
|
3
3
|
version: !ruby/object:Gem::Version
|
4
|
-
version: 0.
|
4
|
+
version: 0.10.0
|
5
5
|
platform: ruby
|
6
6
|
authors:
|
7
7
|
- Matt Beedle
|
@@ -285,6 +285,7 @@ files:
|
|
285
285
|
- lib/capsule_crm/tag.rb
|
286
286
|
- lib/capsule_crm/taggable.rb
|
287
287
|
- lib/capsule_crm/task.rb
|
288
|
+
- lib/capsule_crm/track.rb
|
288
289
|
- lib/capsule_crm/user.rb
|
289
290
|
- lib/capsule_crm/version.rb
|
290
291
|
- lib/capsule_crm/website.rb
|
@@ -312,6 +313,7 @@ files:
|
|
312
313
|
- spec/lib/capsule_crm/tag_spec.rb
|
313
314
|
- spec/lib/capsule_crm/taggable_spec.rb
|
314
315
|
- spec/lib/capsule_crm/task_spec.rb
|
316
|
+
- spec/lib/capsule_crm/track_spec.rb
|
315
317
|
- spec/lib/capsule_crm/user_spec.rb
|
316
318
|
- spec/spec_helper.rb
|
317
319
|
- spec/support/all_cases.json
|
@@ -339,6 +341,7 @@ files:
|
|
339
341
|
- spec/support/single_user.json
|
340
342
|
- spec/support/task.json
|
341
343
|
- spec/support/task_categories.json
|
344
|
+
- spec/support/tracks.json
|
342
345
|
homepage: ''
|
343
346
|
licenses: []
|
344
347
|
metadata: {}
|
@@ -388,6 +391,7 @@ test_files:
|
|
388
391
|
- spec/lib/capsule_crm/tag_spec.rb
|
389
392
|
- spec/lib/capsule_crm/taggable_spec.rb
|
390
393
|
- spec/lib/capsule_crm/task_spec.rb
|
394
|
+
- spec/lib/capsule_crm/track_spec.rb
|
391
395
|
- spec/lib/capsule_crm/user_spec.rb
|
392
396
|
- spec/spec_helper.rb
|
393
397
|
- spec/support/all_cases.json
|
@@ -415,3 +419,4 @@ test_files:
|
|
415
419
|
- spec/support/single_user.json
|
416
420
|
- spec/support/task.json
|
417
421
|
- spec/support/task_categories.json
|
422
|
+
- spec/support/tracks.json
|