dotloop-ruby 0.1.0
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- checksums.yaml +7 -0
- data/.gitignore +12 -0
- data/.rspec +2 -0
- data/CODE_OF_CONDUCT.md +74 -0
- data/Gemfile +4 -0
- data/LICENSE.txt +21 -0
- data/README.md +386 -0
- data/Rakefile +6 -0
- data/bin/console +14 -0
- data/bin/setup +8 -0
- data/dotloop-ruby.gemspec +46 -0
- data/lib/.DS_Store +0 -0
- data/lib/dotloop-ruby.rb +45 -0
- data/lib/dotloop/.DS_Store +0 -0
- data/lib/dotloop/authenticate.rb +92 -0
- data/lib/dotloop/client.rb +160 -0
- data/lib/dotloop/contact.rb +70 -0
- data/lib/dotloop/document.rb +72 -0
- data/lib/dotloop/exceptions.rb +10 -0
- data/lib/dotloop/folder.rb +60 -0
- data/lib/dotloop/loop.rb +157 -0
- data/lib/dotloop/loop_detail.rb +38 -0
- data/lib/dotloop/models/.DS_Store +0 -0
- data/lib/dotloop/models/contact.rb +22 -0
- data/lib/dotloop/models/document.rb +27 -0
- data/lib/dotloop/models/folder.rb +19 -0
- data/lib/dotloop/models/loop.rb +45 -0
- data/lib/dotloop/models/loop_detail.rb +22 -0
- data/lib/dotloop/models/loop_details/contact.rb +28 -0
- data/lib/dotloop/models/loop_details/contract_dates.rb +13 -0
- data/lib/dotloop/models/loop_details/contract_info.rb +13 -0
- data/lib/dotloop/models/loop_details/financials.rb +20 -0
- data/lib/dotloop/models/loop_details/geographic_description.rb +22 -0
- data/lib/dotloop/models/loop_details/listing_information.rb +25 -0
- data/lib/dotloop/models/loop_details/offer_dates.rb +15 -0
- data/lib/dotloop/models/loop_details/property.rb +18 -0
- data/lib/dotloop/models/loop_details/property_address.rb +21 -0
- data/lib/dotloop/models/loop_details/referral.rb +13 -0
- data/lib/dotloop/models/participant.rb +17 -0
- data/lib/dotloop/models/profile.rb +36 -0
- data/lib/dotloop/models/task.rb +18 -0
- data/lib/dotloop/models/tasklist.rb +31 -0
- data/lib/dotloop/models/template.rb +18 -0
- data/lib/dotloop/participant.rb +66 -0
- data/lib/dotloop/profile.rb +26 -0
- data/lib/dotloop/query_param_helpers.rb +36 -0
- data/lib/dotloop/task.rb +32 -0
- data/lib/dotloop/tasklist.rb +30 -0
- data/lib/dotloop/template.rb +28 -0
- data/lib/dotloop/version.rb +3 -0
- metadata +276 -0
checksums.yaml
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metadata.gz: 0ea45a664b65e4d47429fa29d74e526ac3ca6ebb
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data.tar.gz: f9d0ed7347e1b063e4a3be49bf929bd3345b3af5b7e3379262667b69cc3a8dad55e14cf567fd55b0e1468035f9bef433522b1abb940b16ae145ec5e82acfb484
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data/.gitignore
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data/.rspec
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data/CODE_OF_CONDUCT.md
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# Contributor Covenant Code of Conduct
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## Our Pledge
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In the interest of fostering an open and welcoming environment, we as
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contributors and maintainers pledge to making participation in our project and
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our community a harassment-free experience for everyone, regardless of age, body
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size, disability, ethnicity, gender identity and expression, level of experience,
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nationality, personal appearance, race, religion, or sexual identity and
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orientation.
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## Our Standards
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Examples of behavior that contributes to creating a positive environment
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include:
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* Using welcoming and inclusive language
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* Being respectful of differing viewpoints and experiences
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* Gracefully accepting constructive criticism
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* Focusing on what is best for the community
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* Showing empathy towards other community members
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Examples of unacceptable behavior by participants include:
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* The use of sexualized language or imagery and unwelcome sexual attention or
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advances
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* Trolling, insulting/derogatory comments, and personal or political attacks
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* Public or private harassment
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* Publishing others' private information, such as a physical or electronic
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address, without explicit permission
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* Other conduct which could reasonably be considered inappropriate in a
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professional setting
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## Our Responsibilities
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Project maintainers are responsible for clarifying the standards of acceptable
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behavior and are expected to take appropriate and fair corrective action in
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response to any instances of unacceptable behavior.
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Project maintainers have the right and responsibility to remove, edit, or
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reject comments, commits, code, wiki edits, issues, and other contributions
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that are not aligned to this Code of Conduct, or to ban temporarily or
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permanently any contributor for other behaviors that they deem inappropriate,
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threatening, offensive, or harmful.
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## Scope
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This Code of Conduct applies both within project spaces and in public spaces
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when an individual is representing the project or its community. Examples of
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representing a project or community include using an official project e-mail
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address, posting via an official social media account, or acting as an appointed
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representative at an online or offline event. Representation of a project may be
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further defined and clarified by project maintainers.
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## Enforcement
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Instances of abusive, harassing, or otherwise unacceptable behavior may be
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reported by contacting the project team at sampat.badhe@kiprosh.com. All
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complaints will be reviewed and investigated and will result in a response that
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is deemed necessary and appropriate to the circumstances. The project team is
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obligated to maintain confidentiality with regard to the reporter of an incident.
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Further details of specific enforcement policies may be posted separately.
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Project maintainers who do not follow or enforce the Code of Conduct in good
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faith may face temporary or permanent repercussions as determined by other
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members of the project's leadership.
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## Attribution
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This Code of Conduct is adapted from the [Contributor Covenant][homepage], version 1.4,
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available at [http://contributor-covenant.org/version/1/4][version]
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[homepage]: http://contributor-covenant.org
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[version]: http://contributor-covenant.org/version/1/4/
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data/Gemfile
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data/LICENSE.txt
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The MIT License (MIT)
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Copyright (c) 2017 sampatbadhe
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Permission is hereby granted, free of charge, to any person obtaining a copy
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of this software and associated documentation files (the "Software"), to deal
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in the Software without restriction, including without limitation the rights
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to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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copies of the Software, and to permit persons to whom the Software is
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furnished to do so, subject to the following conditions:
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The above copyright notice and this permission notice shall be included in
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all copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
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THE SOFTWARE.
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data/README.md
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# Ruby library for Dotloop API v2
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* [Homepage](https://www.dotloop.com)
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* [API Documentation](https://dotloop.github.io/public-api)
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* [Sign Up](https://www.dotloop.com/#/signup)
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## Description
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Provides a Ruby interface to [Dotloop](https://www.dotloop.com/). This library is designed to help ruby applications consume the DotLoop API v2.
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## Installation
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Add this line to your application's Gemfile:
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```ruby
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gem 'dotloop-ruby'
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```
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And then execute:
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$ bundle
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Or install it yourself as:
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$ gem install dotloop-ruby
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## Usage
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### Setup
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Register for your OAuth2 credentials by creating a client at https://www.dotloop.com/my/account/#/clients.
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NOTE: You'll need at least `Account Access: Read` to use this strategy.
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### Authentication
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Dotloop uses OAuth2 for authentication (https://dotloop.github.io/public-api/#authentication).
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```ruby
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require 'dotloop-ruby'
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dotloop_auth = Dotloop::Authenticate.new(
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app_id: ENV['DOTLOOP_APP_ID'],
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app_secret: ENV['DOTLOOP_APP_SECRET'],
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application: 'dotloop'
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)
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dotloop_auth.url_for_authentication(callback_url, { redirect_on_deny: true })
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# callback_url = The url that Dotloop will redirect the user to when the account is authenticated.
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# It will return code on successfully authenticated.
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code = params[:code]
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access_and_refresh_token = dotloop_auth.acquire_access_and_refresh_token(code, { redirect_uri: callback_url })
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{
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"access_token": "0b043f2f-2abe-4c9d-844a-3eb008dcba67",
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"token_type": "Bearer",
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"refresh_token": "19bfda68-ca62-480c-9c62-2ba408458fc7",
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"expires_in": 43145,
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"scope": "profile:*, loop:*"
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}
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```
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### Usage
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**Initialize**
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```ruby
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require 'dotloop-ruby'
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dotloop_client = Dotloop::Client.new(access_token: access_token)
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```
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**Account Details**
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```ruby
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#=> get account details
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account = dotloop_client.account
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```
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**Profiles**
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```ruby
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#=> get list of profiles
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profiles = dotloop_client.Profile.all
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#=> get single profile
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profile = dotloop_client.Profile.find(profile_id: '1234')
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#=> get list of loops for profile
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loops = dotloop_client.Profile.find(profile_id: '1234').loops
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#=> create new loop in profile
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loops = dotloop_client.Profile.find(profile_id: '1234').create(data)
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data = {
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"name": "Atturo Garay, 3059 Main, Chicago, IL 60614",
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"status": "PRE_LISTING",
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"transactionType": "LISTING_FOR_SALE"
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}
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#=> create new loop in profile using `loop-it`
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loops = dotloop_client.Profile.find(profile_id: '1234').loop_it(data)
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data = {
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"name": "Brian Erwin",
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"transactionType": "PURCHASE_OFFER",
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"status": "PRE_OFFER",
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"streetName": "Waterview Dr",
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"streetNumber": "2100",
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"unit": "12",
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"city": "San Francisco",
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"zipCode": "94114",
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"state": "CA",
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"country": "US",
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"participants": [
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{
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"fullName": "Brian Erwin",
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"email": "brianerwin@newkyhome.com",
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"role": "BUYER"
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},
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{
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"fullName": "Allen Agent",
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"email": "allen.agent@gmail.com",
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"role": "LISTING_AGENT"
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},
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{
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"fullName": "Sean Seller",
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"email": "sean.seller@yahoo.com",
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"role": "SELLER"
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}
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],
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"templateId": 1424,
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"mlsPropertyId": "43FSB8",
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"mlsId": "789",
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"mlsAgentId": "123456789"
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}
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```
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**Profile Loops**
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```ruby
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#=> get list of loops for profile
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loops = dotloop_client.Loop.all(options)
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options = {
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profile_id: '1234',
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*batch_number: 1,
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*batch_size: 50
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}
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#=> get single loop
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loop = dotloop_client.Loop.find(profile_id: 1234, loop_id: 34308)
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#=> create new loop
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loop = dotloop_client.Loop.create(profile_id: 1234, params: params)
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params = {
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"name": "Atturo Garay, 3059 Main, Chicago, IL 60614",
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"status": "PRE_LISTING",
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"transactionType": "LISTING_FOR_SALE"
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}
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#=> update loop
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loop = dotloop_client.Loop.update(profile_id: 1234, loop_id: 34308, params: data)
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OR
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loop = dotloop_client.Loop.find(profile_id: 1234, loop_id: 34308).update(data: data)
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data = {
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"status": "SOLD"
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}
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```
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**Loop Details**
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```ruby
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#=> get single loop details
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loop_details = dotloop_client.Loop.detail(profile_id: 1234, loop_id: 34308)
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OR
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loop_details = dotloop_client.Loop.find(profile_id: 1234, loop_id: 34308).detail
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#=> update single loop details
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loop_details = dotloop_client.Loop.update_details(profile_id: 1234, loop_id: 34308, data: data)
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OR
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loop_details = dotloop_client.Loop.find(profile_id: 1234, loop_id: 34308).update_details(params: data)
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data = {
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# https://dotloop.github.io/public-api/#parameters-12
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}
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```
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**Loop Folders**
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```ruby
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#=> get list of folders for loop
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folders = dotloop_client.Folder.all(options)
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options = {
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profile_id: '1234',
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loop_id: '34308'
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}
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#=> get single folder
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folder = dotloop_client.Folder.find(profile_id: 1234, loop_id: 34308, folder_id: 423424)
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#=> create new folder
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folder = dotloop_client.Folder.create(profile_id: 1234 loop_id: 34308, params: params)
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params = {
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"name": "Disclosures"
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}
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#=> update folder
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folder = dotloop_client.Folder.update(profile_id: 1234, loop_id: 34308, folder_id: 423424, params: data)
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data = {
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"name": "Disclosures (renamed)"
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}
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```
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**Loop Documents**
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```ruby
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#=> get list of documents for folder
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documents = dotloop_client.Document.all(options)
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options = {
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profile_id: '1234',
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loop_id: '34308',
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folder_id: '423424'
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}
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#=> get single document
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document = dotloop_client.Document.find(
|
223
|
+
profile_id: '1234',
|
224
|
+
loop_id: '34308',
|
225
|
+
folder_id: '423424',
|
226
|
+
document_id: '561621'
|
227
|
+
)
|
228
|
+
|
229
|
+
#=> upload new document
|
230
|
+
document = dotloop_api.Document.upload(
|
231
|
+
profile_id: '1234',
|
232
|
+
loop_id: '34308',
|
233
|
+
folder_id: '423424',
|
234
|
+
params: { "file_url" => file_url, "file_name" => file_name }
|
235
|
+
)
|
236
|
+
|
237
|
+
#=> dowload a document - Retrieve an individual document (binary)
|
238
|
+
document = dotloop_api.Document.get(
|
239
|
+
profile_id: '1234',
|
240
|
+
loop_id: '34308',
|
241
|
+
folder_id: '423424',
|
242
|
+
document_id: '561621'
|
243
|
+
)
|
244
|
+
```
|
245
|
+
|
246
|
+
**Loop Participants**
|
247
|
+
```ruby
|
248
|
+
#=> get list of participants for loop
|
249
|
+
participants = dotloop_client.Participant.all(options)
|
250
|
+
options = {
|
251
|
+
profile_id: '1234',
|
252
|
+
loop_id: '34308'
|
253
|
+
}
|
254
|
+
|
255
|
+
#=> get single participant
|
256
|
+
participant = dotloop_client.Participant.find(
|
257
|
+
profile_id: '1234',
|
258
|
+
loop_id: '34308',
|
259
|
+
participant_id: '24743'
|
260
|
+
)
|
261
|
+
|
262
|
+
#=> create participant for loop
|
263
|
+
participant = dotloop_client.Participant.create(
|
264
|
+
profile_id: '1234',
|
265
|
+
loop_id: '34308',
|
266
|
+
params: params
|
267
|
+
)
|
268
|
+
params = {
|
269
|
+
"fullName": "Brian Erwin",
|
270
|
+
"email": "brian@gmail.com",
|
271
|
+
"role": "BUYER"
|
272
|
+
}
|
273
|
+
|
274
|
+
#=> update participant
|
275
|
+
participant = dotloop_client.Participant.update(
|
276
|
+
profile_id: '1234',
|
277
|
+
loop_id: '34308',
|
278
|
+
participant_id: '24743',
|
279
|
+
params: params
|
280
|
+
)
|
281
|
+
params = {
|
282
|
+
"email": "brian@gmail.com"
|
283
|
+
}
|
284
|
+
|
285
|
+
#=> delete participant
|
286
|
+
participant = dotloop_client.Participant.delete(
|
287
|
+
profile_id: '1234',
|
288
|
+
loop_id: '34308',
|
289
|
+
participant_id: '24743'
|
290
|
+
)
|
291
|
+
```
|
292
|
+
|
293
|
+
**Loop Templates**
|
294
|
+
```ruby
|
295
|
+
#=> get list of loop templates for profile
|
296
|
+
loop_templates = dotloop_client.Loop.all(profile_id: '1234')
|
297
|
+
|
298
|
+
#=> get single loop template
|
299
|
+
loop = dotloop_client.Loop.find(profile_id: '1234', loop_template_id: '423')
|
300
|
+
```
|
301
|
+
|
302
|
+
**Loop Tasks**
|
303
|
+
```ruby
|
304
|
+
#=> get list of tasklists for loop
|
305
|
+
tasklists = dotloop_client.Tasklist.all(profile_id: '1234', loop_id: '34308')
|
306
|
+
|
307
|
+
#=> get single tasklist
|
308
|
+
tasklist = dotloop_client.Tasklist.find(
|
309
|
+
profile_id: '1234',
|
310
|
+
loop_id: '34308',
|
311
|
+
task_list_id: '12345'
|
312
|
+
)
|
313
|
+
|
314
|
+
#=> get list of task for loop
|
315
|
+
tasklists = dotloop_client.Task.all(
|
316
|
+
profile_id: '1234',
|
317
|
+
loop_id: '34308',
|
318
|
+
task_list_id: '12345'
|
319
|
+
)
|
320
|
+
|
321
|
+
#=> get single task
|
322
|
+
tasklist = dotloop_client.Task.find(
|
323
|
+
profile_id: '1234',
|
324
|
+
loop_id: '34308',
|
325
|
+
task_list_id: '12345'
|
326
|
+
task_id: '125736485'
|
327
|
+
)
|
328
|
+
|
329
|
+
```
|
330
|
+
|
331
|
+
**Contacts**
|
332
|
+
```ruby
|
333
|
+
#=> get list of contacts
|
334
|
+
contacts = dotloop_client.Contact.all(options)
|
335
|
+
options = {
|
336
|
+
*batch_number: 1,
|
337
|
+
*batch_size: 50
|
338
|
+
}
|
339
|
+
|
340
|
+
#=> get single contact
|
341
|
+
contact = dotloop_client.Contact.find(contact_id: '3603862')
|
342
|
+
|
343
|
+
#=> create new contact
|
344
|
+
contact = dotloop_client.Contact.create(params: params)
|
345
|
+
params = {
|
346
|
+
"firstName": "Brian",
|
347
|
+
"lastName": "Erwin",
|
348
|
+
"email": "brianerwin@newkyhome.com",
|
349
|
+
"home": "(415) 8936 332",
|
350
|
+
"office": "(415) 1213 656",
|
351
|
+
"fax": "(415) 8655 686",
|
352
|
+
"address": "2100 Waterview Dr",
|
353
|
+
"city": "San Francisco",
|
354
|
+
"zipCode": "94114",
|
355
|
+
"state": "CA",
|
356
|
+
"country": "US"
|
357
|
+
}
|
358
|
+
|
359
|
+
#=> update contact
|
360
|
+
contact = dotloop_client.Contact.update(
|
361
|
+
contact_id: '3603862',
|
362
|
+
params: params
|
363
|
+
)
|
364
|
+
params = {
|
365
|
+
"home": "(415) 888 8888"
|
366
|
+
}
|
367
|
+
|
368
|
+
#=> delete contact
|
369
|
+
dotloop_client.Contact.delete(contact_id: '3603862')
|
370
|
+
```
|
371
|
+
|
372
|
+
## Development
|
373
|
+
|
374
|
+
After checking out the repo, run `bin/setup` to install dependencies. Then, run `rake spec` to run the tests. You can also run `bin/console` for an interactive prompt that will allow you to experiment.
|
375
|
+
|
376
|
+
To install this gem onto your local machine, run `bundle exec rake install`. To release a new version, update the version number in `version.rb`, and then run `bundle exec rake release`, which will create a git tag for the version, push git commits and tags, and push the `.gem` file to [rubygems.org](https://rubygems.org).
|
377
|
+
|
378
|
+
## Contributing
|
379
|
+
|
380
|
+
Bug reports and pull requests are welcome on GitHub at https://github.com/sampatbadhe/dotloop-ruby.
|
381
|
+
|
382
|
+
|
383
|
+
## License
|
384
|
+
|
385
|
+
The gem is available as open source under the terms of the [MIT License](http://opensource.org/licenses/MIT).
|
386
|
+
|