followupboss_client 1.0.0
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 +7 -0
- data/.env.example +12 -0
- data/.gitignore +18 -0
- data/.rspec +2 -0
- data/.ruby-gemset +1 -0
- data/.ruby-version +1 -0
- data/.tool-versions +1 -0
- data/.travis.yml +9 -0
- data/CHANGELOG.md +149 -0
- data/CODE_OF_CONDUCT.md +49 -0
- data/Gemfile +4 -0
- data/LICENSE.txt +22 -0
- data/README.md +882 -0
- data/Rakefile +6 -0
- data/bin/console +14 -0
- data/bin/setup +8 -0
- data/followupboss_client.gemspec +43 -0
- data/lib/followupboss_client.rb +16 -0
- data/lib/fub_client/action_plan.rb +5 -0
- data/lib/fub_client/appointment.rb +42 -0
- data/lib/fub_client/appointment_outcome.rb +51 -0
- data/lib/fub_client/appointment_type.rb +51 -0
- data/lib/fub_client/call.rb +4 -0
- data/lib/fub_client/client.rb +200 -0
- data/lib/fub_client/compatibility.rb +18 -0
- data/lib/fub_client/configuration.rb +54 -0
- data/lib/fub_client/cookie_client.rb +190 -0
- data/lib/fub_client/custom_field.rb +5 -0
- data/lib/fub_client/deal.rb +41 -0
- data/lib/fub_client/deal_attachment.rb +61 -0
- data/lib/fub_client/deal_custom_field.rb +47 -0
- data/lib/fub_client/em_event.rb +5 -0
- data/lib/fub_client/email_template.rb +5 -0
- data/lib/fub_client/event.rb +8 -0
- data/lib/fub_client/group.rb +58 -0
- data/lib/fub_client/her_patch.rb +101 -0
- data/lib/fub_client/identity.rb +33 -0
- data/lib/fub_client/message.rb +41 -0
- data/lib/fub_client/middleware/authentication.rb +26 -0
- data/lib/fub_client/middleware/cookie_authentication.rb +61 -0
- data/lib/fub_client/middleware/parser.rb +59 -0
- data/lib/fub_client/middleware.rb +8 -0
- data/lib/fub_client/note.rb +4 -0
- data/lib/fub_client/people_relationship.rb +34 -0
- data/lib/fub_client/person.rb +5 -0
- data/lib/fub_client/person_attachment.rb +50 -0
- data/lib/fub_client/pipeline.rb +45 -0
- data/lib/fub_client/property.rb +26 -0
- data/lib/fub_client/rails8_patch.rb +39 -0
- data/lib/fub_client/resource.rb +33 -0
- data/lib/fub_client/shared_inbox.rb +389 -0
- data/lib/fub_client/smart_list.rb +5 -0
- data/lib/fub_client/stage.rb +39 -0
- data/lib/fub_client/task.rb +18 -0
- data/lib/fub_client/team.rb +65 -0
- data/lib/fub_client/team_inbox.rb +65 -0
- data/lib/fub_client/text_message.rb +46 -0
- data/lib/fub_client/text_message_template.rb +49 -0
- data/lib/fub_client/user.rb +4 -0
- data/lib/fub_client/version.rb +3 -0
- data/lib/fub_client/webhook.rb +47 -0
- data/lib/fub_client.rb +61 -0
- data/scripts/test_api.rb +110 -0
- data/scripts/test_shared_inbox.rb +90 -0
- metadata +335 -0
checksums.yaml
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---
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SHA256:
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metadata.gz: f4e09dc895a09a254ed74cc7386a63c7d9e6fd4122c7aebe84a510111c79a44c
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data.tar.gz: f2a2891e76c6ae01b836c70a56e0912327512b201639800eb591bfbc3f3552bb
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SHA512:
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metadata.gz: fd32c62a15dd9de0dc40ebb494f681d8651dfda05aea30f3e3a3ecb96b308b17b1afc85ead1786660deac7d822d24a4e6a5390811a27a9e17b8bf3a0977581df
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data.tar.gz: 211789660757346070247a8a2a8618d73f682e3f6ee7f6e8b34c55ac5e53cd4f8bdd62c71c26250ad704cde3f07a7c7b24a9792e9e932176d34cda980a559728
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data/.env.example
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# FollowUpBoss API Credentials
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# API Key Authentication (for regular endpoints)
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FUB_API_KEY=your_api_key_here
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# Cookie-based Authentication (for shared inbox endpoints)
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FUB_EMAIL=your_email@example.com
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FUB_PASSWORD=your_password_here
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FUB_SUBDOMAIN=your_subdomain
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# Debug mode (set to true to see debug messages)
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DEBUG=false
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data/.gitignore
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data/.rspec
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data/.ruby-gemset
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fub_client
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data/.ruby-version
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ruby-3.4.1
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data/.tool-versions
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ruby 3.4.1
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data/.travis.yml
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data/CHANGELOG.md
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# Changelog
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All notable changes to this project will be documented in this file.
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The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
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and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
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## [1.0.0] - 2025-01-07
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### Major Release - Enhanced Fork
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This is the first major release of the enhanced `followupboss_client` gem, a comprehensive fork and expansion of the original `fub_client` gem with significant improvements and new features.
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### Added
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#### 🚀 Rails 8 Compatibility
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- Automatic compatibility patches for Rails 8
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- ActiveSupport::BasicObject compatibility fixes
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- Her gem middleware compatibility patches
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- JSON parsing compatibility improvements
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#### 🔐 Secure Cookie Authentication
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- New `CookieClient` class for advanced authentication
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- Support for GIST-based encrypted cookie storage
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- Integration with sync-my-cookie browser extension
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- Kevast encryption/decryption support for secure cookie handling
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- SharedInbox functionality requiring cookie authentication
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#### 📧 Advanced Inbox Management
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- `SharedInbox` resource with full CRUD operations
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- `TeamInbox` resource for team-specific inbox management
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- Inbox message and conversation management
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- Inbox settings configuration
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#### 📱 Comprehensive API Coverage
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- **Core Resources**: Person, Deal, Property with enhanced methods
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- **Communications**: Message, TextMessage, Call with advanced features
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- **Tasks & Events**: Task, Event, Appointment with completion tracking
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- **Templates & Automation**: EmailTemplate, TextMessageTemplate, ActionPlan
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- **Teams & Users**: User, Team, Group with member management
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- **Pipelines & Stages**: Pipeline, Stage with reordering and statistics
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- **Attachments**: PersonAttachment, DealAttachment with upload/download
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- **Custom Fields**: CustomField, DealCustomField management
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- **Integration**: Webhook, SmartList support
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#### 🛡️ Security Enhancements
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- Secure credential management
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- Environment variable configuration
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- Encrypted cookie storage
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- Proper authentication handling
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#### 🔧 Enhanced Features
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- Pagination support with `by_page` method
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- Safe operations with error handling
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- Method chaining for complex queries
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- Batch processing capabilities
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- Debug mode support
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- Comprehensive error handling
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#### 📚 Documentation & Examples
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- Extensive README with usage examples
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- Security best practices documentation
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- Troubleshooting guide
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- Example scripts for common operations
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- Migration guide from original gem
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### Changed
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#### 🏗️ Architecture Improvements
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- Enhanced middleware system
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- Improved authentication mechanisms
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- Better error handling and reporting
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- Optimized API request handling
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#### 📦 Gem Structure
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- Renamed from `fub_client` to `followupboss_client`
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- Maintained backward compatibility with `FubClient` module
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- Updated repository location to `connorgallopo/followupboss_client`
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- Professional gem packaging and metadata
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#### 🔄 Dependencies
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- Updated to support Rails 7.1+ through Rails 8.x
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- Enhanced Faraday compatibility (1.10.3 - 3.0)
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- Improved Her gem integration
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- Updated development dependencies
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### Technical Details
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#### New Classes and Modules
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- `FubClient::CookieClient` - Secure cookie authentication
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- `FubClient::SharedInbox` - Shared inbox management
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- `FubClient::TeamInbox` - Team inbox functionality
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- `FubClient::Rails8Patch` - Rails 8 compatibility patches
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- `FubClient::HerPatch` - Her gem compatibility fixes
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#### Enhanced Resources
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All existing resources have been enhanced with:
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- Better error handling
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- Improved pagination
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- Enhanced relationship management
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- Additional query methods
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- Comprehensive documentation
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#### Security Features
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- Credential encryption and secure storage
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- Environment-based configuration
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- Secure cookie handling
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- HTTPS enforcement recommendations
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### Migration from Original Gem
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#### Installation Change
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```ruby
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# Old
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gem 'fub_client', git: 'https://github.com/original/fub_client.git'
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# New
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gem 'followupboss_client'
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```
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#### Require Statement Change
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```ruby
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# Old
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require 'fub_client'
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# New
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require 'followupboss_client'
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```
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#### API Usage (Unchanged)
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All existing API usage remains the same:
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```ruby
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FubClient.configure do |config|
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config.api_key = 'your_api_key'
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end
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people = FubClient::Person.all
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deals = FubClient::Deal.active
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```
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### Acknowledgments
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This release builds upon the original work by Kyoto Kopz and represents a significant enhancement and modernization of the Follow Up Boss Ruby client library. Special thanks to the Ruby and Rails communities for their continued support and contributions.
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---
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**For detailed usage examples and documentation, see the [README.md](README.md)**
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**For security considerations and best practices, see the Security section in the README**
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data/CODE_OF_CONDUCT.md
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# Contributor Code of Conduct
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As contributors and maintainers of this project, and in the interest of
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fostering an open and welcoming community, we pledge to respect all people who
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contribute through reporting issues, posting feature requests, updating
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documentation, submitting pull requests or patches, and other activities.
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We are committed to making participation in this project a harassment-free
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experience for everyone, regardless of level of experience, gender, gender
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identity and expression, sexual orientation, disability, personal appearance,
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body size, race, ethnicity, age, religion, or nationality.
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Examples of unacceptable behavior by participants include:
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* The use of sexualized language or imagery
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* Personal attacks
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* Trolling or insulting/derogatory comments
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* Public or private harassment
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* Publishing other's private information, such as physical or electronic
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addresses, without explicit permission
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* Other unethical or unprofessional conduct
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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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By adopting this Code of Conduct, project maintainers commit themselves to
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fairly and consistently applying these principles to every aspect of managing
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this project. Project maintainers who do not follow or enforce the Code of
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Conduct may be permanently removed from the project team.
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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.
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Instances of abusive, harassing, or otherwise unacceptable behavior may be
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reported by contacting a project maintainer at kopz9999@gmail.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. Maintainers are
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obligated to maintain confidentiality with regard to the reporter of an
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incident.
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This Code of Conduct is adapted from the [Contributor Covenant][homepage],
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version 1.3.0, available at
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[http://contributor-covenant.org/version/1/3/0/][version]
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[homepage]: http://contributor-covenant.org
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[version]: http://contributor-covenant.org/version/1/3/0/
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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) 2016 Kyoto Kopz
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Copyright (c) 2025 Connor Gallopo
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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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