halfpipe 0.0.1
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- checksums.yaml +7 -0
- data/.standard.yml +3 -0
- data/CHANGELOG.md +3 -0
- data/Gemfile +9 -0
- data/Gemfile.lock +56 -0
- data/LICENSE.txt +21 -0
- data/README.md +304 -0
- data/Rakefile +14 -0
- data/bin/console +15 -0
- data/bin/setup +8 -0
- data/halfpipe.gemspec +28 -0
- data/lib/halfpipe/api/deal_fields.rb +15 -0
- data/lib/halfpipe/api/deals.rb +45 -0
- data/lib/halfpipe/api/notes.rb +21 -0
- data/lib/halfpipe/api/persons.rb +35 -0
- data/lib/halfpipe/api/stages.rb +19 -0
- data/lib/halfpipe/config.rb +15 -0
- data/lib/halfpipe/creates_deal_for_person.rb +50 -0
- data/lib/halfpipe/http.rb +97 -0
- data/lib/halfpipe/log.rb +8 -0
- data/lib/halfpipe/strings.rb +7 -0
- data/lib/halfpipe/values.rb +7 -0
- data/lib/halfpipe/version.rb +3 -0
- data/lib/halfpipe.rb +31 -0
- data/sig/halfpipe.rbs +4 -0
- metadata +70 -0
checksums.yaml
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---
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SHA256:
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metadata.gz: dc40923fa2235403dd30cf796bb0d7d807507b401e39c3a079af2be4f1f83a3d
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data.tar.gz: 7c790b80900bae25d6dc295046ad08f491e5c977a85dbd999e06d753f01350ea
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SHA512:
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metadata.gz: 9dc32cd78f4781b1b875476fa5602e34cd3ff26a8b46dba908bfc7de4578f801586547eea4d978fe7a2e6a2d3d0d9ef8b6e2fc872d79005620c11de4aedb4880
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data.tar.gz: 1b1e23c59b58011e6ca7fedced7373138ebb98a63e7ea50cefd3a301f7ef894f72bc8734308fff40e924c0876620c477c06260cbf34b528d19b16c43521e64bd
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data/.standard.yml
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data/CHANGELOG.md
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data/Gemfile
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data/Gemfile.lock
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PATH
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remote: .
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specs:
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halfpipe (0.0.1)
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GEM
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remote: https://rubygems.org/
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specs:
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ast (2.4.2)
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coderay (1.1.3)
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dotenv (2.7.6)
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method_source (1.0.0)
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minitest (5.15.0)
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parallel (1.21.0)
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parser (3.1.0.0)
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ast (~> 2.4.1)
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pry (0.14.1)
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coderay (~> 1.1)
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method_source (~> 1.0)
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rainbow (3.1.1)
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rake (13.0.6)
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regexp_parser (2.2.0)
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rexml (3.2.5)
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rubocop (1.24.1)
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parallel (~> 1.10)
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parser (>= 3.0.0.0)
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rainbow (>= 2.2.2, < 4.0)
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regexp_parser (>= 1.8, < 3.0)
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rexml
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rubocop-ast (>= 1.15.1, < 2.0)
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ruby-progressbar (~> 1.7)
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unicode-display_width (>= 1.4.0, < 3.0)
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rubocop-ast (1.15.1)
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parser (>= 3.0.1.1)
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rubocop-performance (1.13.1)
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rubocop (>= 1.7.0, < 2.0)
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rubocop-ast (>= 0.4.0)
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ruby-progressbar (1.11.0)
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standard (1.6.0)
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rubocop (= 1.24.1)
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rubocop-performance (= 1.13.1)
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unicode-display_width (2.1.0)
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PLATFORMS
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arm64-darwin-21
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DEPENDENCIES
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dotenv
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halfpipe!
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minitest
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pry
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rake
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standard
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BUNDLED WITH
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2.3.3
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data/LICENSE.txt
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The MIT License (MIT)
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Copyright (c) 2022 Test Double, Inc.
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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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<img src="https://user-images.githubusercontent.com/79303/149438778-ab0e7337-cf3a-4db8-8c03-0f04ccd83179.jpg" width="90%"/>
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# Halfpipe - a Pipedrive client that doesn't do half of what you want
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If you're scouring [RubyGems.org](https://rubygems.org) for a general-purpose
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client to the [Pipedrive](https://www.pipedrive.com)
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[API](https://developers.pipedrive.com/docs/api/v1), this is probably not the
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gem for you ([here's why](#why-doesnt-this-gem-do-what-i-want)). Here's what it
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does and how to use it anyway.
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Halfpipe's API is split between compound actions (read: features we needed
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ourselves) and an assortment of wrapped HTTP endpoints (aka stuff we needed in
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order to implement those actions). Most methods return
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[Structs](https://ruby-doc.org/core-3.0.0/Struct.html) encapsulating the minimum
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number of attributes needed to accomplish these actions.
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If Halfpipe doesn't do what you're looking for, you might consider just using
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its [Http](#halfpipehttp) methods, since they at least handle HTTP request
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authentication, pagination, and rate limiting for you.
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# Setup
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Add this to your Gemfile and kickflip it:
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```ruby
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gem "halfpipe"
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```
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For configuration, the gem needs your Pipedrive subdomain and [API
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Token](https://pipedrive.readme.io/docs/how-to-find-the-api-token). If your
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subdomain is `"alwaysbeselling"` and your API token is stored in an environment
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variable named `PIPEDRIVE_API_TOKEN`, you can configure Halfpipe like this:
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```ruby
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Halfpipe.config(
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subdomain: "alwaysbeselling"
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api_token: ENV["PIPEDRIVE_API_TOKEN"]
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)
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```
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# Primary API
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## Halfpipe.create_deal_for_person
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Test Double [has a contact form](https://testdouble.com/contact) that takes a
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handful of inputs and uses it to create a deal in Pipedrive so we can stay
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organized. To do this seemingly simple thing requires numerous interactions with
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the Pipedrive API: find-or-create the
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[person](https://developers.pipedrive.com/docs/api/v1/Persons), find the first
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[stage](https://developers.pipedrive.com/docs/api/v1/Stages) of the intended
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[pipeline](https://developers.pipedrive.com/docs/api/v1/Pipelines), find any
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custom [deal fields](https://developers.pipedrive.com/docs/api/v1/DealFields)
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that we want to set, create the
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[deal](https://developers.pipedrive.com/docs/api/v1/Deals), and then (finally!)
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attach a [note](https://developers.pipedrive.com/docs/api/v1/Notes) to the deal.
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To accomplish this, here's what Halfpipe offers:
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```ruby
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Halfpipe.create_deal_for_person(
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name: "Person Face",
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email: "person.face@example.com",
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deal_title: "Person Face lead via Halfpipe",
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custom_deal_fields: {
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"How they heard about us" => "A GitHub README",
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"Inbound CTA" => "halfpipe-github-readme"
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},
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note_content: "Greetings!",
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pipeline_name: "Halfpipe Leads"
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)
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```
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**[Heads up:** any `custom_deal_fields` you send need to be an exact textual
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match for a [field](https://support.pipedrive.com/en/article/custom-fields)
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configured in your Pipedrive instance or, failing that, boil down to the same
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string when stripped of extraneous whitespace and punctuation (e.g.
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`how_they_heard_about_us` and `inbound_cta` above).**]**
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# Supporting API
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Halfpipe is unapologetically *not* a complete wrapper for Pipedrive's API
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and instead only provides methods that we had to write in support of this gem's
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[Primary API](#primary-api), so YMMV (but this is open source, so it's already
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YMMV).
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## Halfpipe::Api::Persons
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### Halfpipe::Api::Persons.find_by_email(email)
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This method will return the first person in Pipedrive with an e-mail that's an
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exact match for what you provide:
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```ruby
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> person = Halfpipe::Api::Persons.find_by_email("person.face@example.com")
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=> #<struct Halfpipe::Person
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id=9,
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name="Person Face",
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email="person.face@example.com",
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organization_id=2>
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```
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### Halfpipe::Api::Persons.create(name:, email:)
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This method will create a new person with the provided name & e-mail address,
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returning a `Struct` that includes the resulting ID:
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```ruby
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> person = Halfpipe::Api::Persons.create(
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name: "A person",
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email: "person.face@example.com"
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)
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=> #<struct Halfpipe::Person
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id=10,
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name="A person",
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email="person.face@example.com",
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organization_id=nil>
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```
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## Halfpipe::Api::Deals
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### Halfpipe::Api::Deals.create(title:, stage_id: nil, person_id: nil, organization_id: nil, custom_fields: {})
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This method creates a new deal with the properties you pass it. Only `title` and
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either `person_id` or `organization_id` is required:
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```ruby
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> deal = Halfpipe::Api::Deals.create(title: "A deal!", organization_id: 1)
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=> #<struct Halfpipe::Deal
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id=31,
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title="A deal!",
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stage_id=1,
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person_id=nil,
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organization_id=1>
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```
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## Halfpipe::Api::DealFields
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### Halfpipe::Api::DealFields.get
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This method retrieves all the custom fields you've defined for deals in your
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Pipedrive instance. Why was this necessary for the gem? We need to fetch
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these `DealField` entities and map the string name of any custom fields to the
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hash key assigned by Pipedrive.
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```ruby
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> deal_fields = Halfpipe::Api::DealFields.get
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=> [#<struct Halfpipe::DealField key="title", name="Title", symbol="title">,
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#<struct Halfpipe::DealField key="creator_user_id", name="Creator", symbol="creator">,
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#<struct Halfpipe::DealField key="user_id", name="Owner", symbol="owner">,
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#<struct Halfpipe::DealField key="value", name="Value", symbol="value">,
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#… etc…
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]
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```
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## Halfpipe::Api::Stages
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### Halfpipe::Api::Stages.find_first_stage_by_pipeline_name(pipeline_name)
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This method will return the first stage in the first Pipedrive with the given
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`pipeline_name`.
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```ruby
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> stage = Halfpipe::Api::Stages.find_first_stage_by_pipeline_name("Pipeline")
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=> #<struct Halfpipe::Stage
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id=1,
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pipeline_id=1,
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name="Qualified">
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```
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## Halfpipe::Api::Notes
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### Halfpipe::Api::Notes.create(content:, deal_id: nil, person_id: nil, organization_id: nil)
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This method creates notes and attaches them to the provided deal, person, and/or
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organization (at least one is required).
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```ruby
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> note = Halfpipe::Api::Notes.create(person_id: 1, content: "Greetings!")
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=> #<struct Halfpipe::Note
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id=11,
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content="Greetings!",
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deal_id=nil,
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person_id=1,
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organization_id=nil>
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```
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## Halfpipe::Http
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### Halfpipe::Http.get(path, params: {}, start: 0)
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This method will send a `GET` request on your behalf, appending the required
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`api_token` query parameter along with whatever other params you send.
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Additionally, it will paginate throughout _all_ the results that your query
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might return. Until the job is done, it'll even wait whatever retry amount the
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API's `x-ratelimit-reset` header tells it to wait!
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You can use this method to fetch stuff that isn't supported by the rest of the
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API. You'll just get hashes back instead of custom `Struct` instances:
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```ruby
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> pipelines = Halfpipe::Http.get("/pipelines")
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=> [{"id"=>1,
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"name"=>"Pipeline",
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"url_title"=>"default",
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"order_nr"=>1,
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"active"=>true,
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"deal_probability"=>false,
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"add_time"=>"2022-01-04 12:35:34",
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"update_time"=>nil,
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"selected"=>true},
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{"id"=>2,
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"name"=>"Test Double Leads",
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"url_title"=>"Test-Double-Leads",
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"order_nr"=>2,
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"active"=>true,
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"deal_probability"=>true,
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"add_time"=>"2022-01-07 16:14:08",
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"update_time"=>"2022-01-07 16:14:08",
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"selected"=>false}]
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```
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### Halfpipe::Http.post(path, params: {})
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This method is a straightforward wrapper of
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[Net::HTTP.post_form](https://ruby-doc.org/stdlib-3.0.0/libdoc/net/http/rdoc/Net/HTTP.html#method-c-post_form):
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```ruby
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> organization = Halfpipe::Http.post("/organizations", params: {name: "An org"})
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=> {"id"=>3,
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"company_id"=>10804948,
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"owner_id"=>
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{"id"=>853119,
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"name"=>"Justin Searls",
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# etc.
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},
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"name"=>"An org",
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"open_deals_count"=>0,
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|
+
"related_open_deals_count"=>0,
|
239
|
+
"closed_deals_count"=>0,
|
240
|
+
# etc.
|
241
|
+
}
|
242
|
+
```
|
243
|
+
|
244
|
+
### Halfpipe::Http.delete(path, params: {})
|
245
|
+
|
246
|
+
Fair warning: the gem only uses this method to clean up test data:
|
247
|
+
|
248
|
+
```ruby
|
249
|
+
> Halfpipe::Http.delete("/notes/#{id}")
|
250
|
+
=> # The Net::Http::Response
|
251
|
+
```
|
252
|
+
|
253
|
+
## Why doesn't this gem do what I want?
|
254
|
+
|
255
|
+
Pipedrive—and
|
256
|
+
[CRM](https://en.wikipedia.org/wiki/Customer_relationship_management) tools
|
257
|
+
generally—are devilishly simple. At their most basic, they only require a
|
258
|
+
half-dozen models ("Person", "Lead", "Deal", etc.) and their core functionality
|
259
|
+
can easily be expressed with familiar CRUD actions ("create a new deal", "change
|
260
|
+
the status of this deal")… what's so hard about that?
|
261
|
+
|
262
|
+
Here's the tricky part: lying just beneath the surface of every CRM tool, there
|
263
|
+
is an entire [key-value
|
264
|
+
database](https://en.wikipedia.org/wiki/Key–value_database), and the users
|
265
|
+
(usually salespeople) are its
|
266
|
+
[DBAs](https://en.wikipedia.org/wiki/Database_administrator). Each of a CRM's
|
267
|
+
seemingly-simple models might have infinitely many custom fields defined by the
|
268
|
+
user—sometimes more than one with the same name! Each field can be one of any
|
269
|
+
number of types, including compound types composed of other fields! And, of
|
270
|
+
course, each record can be linked to one or more of any other type of record,
|
271
|
+
and there's nothing to stop a custom field from defining additional
|
272
|
+
associations!
|
273
|
+
|
274
|
+
As if that weren't enough, a CRM needs to serve as an authoritative source of
|
275
|
+
record for a company's prospects, customers, and contacts despite the fact that
|
276
|
+
its interactions with those people occur in countless other systems far beyond
|
277
|
+
the CRM tool's purview. As a result, most CRMs optimize for two user experiences
|
278
|
+
that are relevant to think about for anyone hoping to integrate with them:
|
279
|
+
|
280
|
+
1. Low-friction data ingestion across numerous points of ingress: phone, e-mail,
|
281
|
+
web, newsletter, ad networks, partner sites, etc.
|
282
|
+
2. Sophisticated sanitization, de-duplication, and merging of the data chaos
|
283
|
+
that inevitably results from Step 1
|
284
|
+
|
285
|
+
So, if you're building a general-purpose API client or an application that
|
286
|
+
aspires to provide a comprehensive view of a CRM's data, you need to prepare for
|
287
|
+
every eventuality. To recap: every record has infinitely many nested attributes
|
288
|
+
with names you can't easily know (and which may not be unique), each field
|
289
|
+
having types defined by the user, and which could be associated with every other
|
290
|
+
record multiple times over. And you have to be careful how you store things,
|
291
|
+
since yesterday's ID for any given could be an entirely different ID tomorrow if
|
292
|
+
someone clicked "Merge" in a way you didn't expect.
|
293
|
+
|
294
|
+
And that's why this gem doesn't get fancy. It just provides a handful of actions
|
295
|
+
we find useful against Pipedrive CRM and then bails out. 🛹
|
296
|
+
|
297
|
+
## Code of Conduct
|
298
|
+
|
299
|
+
This project follows Test Double's [code of
|
300
|
+
conduct](https://testdouble.com/code-of-conduct) for all community interactions,
|
301
|
+
including (but not limited to) one-on-one communications, public posts/comments,
|
302
|
+
code reviews, pull requests, and GitHub issues. If violations occur, Test Double
|
303
|
+
will take any action they deem appropriate for the infraction, up to and
|
304
|
+
including blocking a user from the organization's repositories.
|
data/Rakefile
ADDED
@@ -0,0 +1,14 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
require "bundler/gem_tasks"
|
4
|
+
require "rake/testtask"
|
5
|
+
|
6
|
+
Rake::TestTask.new(:test) do |t|
|
7
|
+
t.libs << "test"
|
8
|
+
t.libs << "lib"
|
9
|
+
t.test_files = FileList["test/**/*_test.rb"]
|
10
|
+
end
|
11
|
+
|
12
|
+
require "standard/rake"
|
13
|
+
|
14
|
+
task default: %i[test standard:fix]
|
data/bin/console
ADDED
@@ -0,0 +1,15 @@
|
|
1
|
+
#!/usr/bin/env ruby
|
2
|
+
# frozen_string_literal: true
|
3
|
+
|
4
|
+
require "bundler/setup"
|
5
|
+
require "dotenv/load"
|
6
|
+
require "halfpipe"
|
7
|
+
|
8
|
+
Halfpipe.config(
|
9
|
+
api_token: ENV["PIPEDRIVE_API_KEY"],
|
10
|
+
subdomain: ENV["PIPEDRIVE_SUBDOMAIN"]
|
11
|
+
)
|
12
|
+
|
13
|
+
# (If you use this, don't forget to add pry to your Gemfile!)
|
14
|
+
require "pry"
|
15
|
+
Pry.start
|
data/bin/setup
ADDED
data/halfpipe.gemspec
ADDED
@@ -0,0 +1,28 @@
|
|
1
|
+
require_relative "lib/halfpipe/version"
|
2
|
+
|
3
|
+
Gem::Specification.new do |spec|
|
4
|
+
spec.name = "halfpipe"
|
5
|
+
spec.version = Halfpipe::VERSION
|
6
|
+
spec.authors = ["Justin Searls"]
|
7
|
+
spec.email = ["searls@gmail.com"]
|
8
|
+
|
9
|
+
spec.summary = "A Pipedrive client that doesn't do half of what you want"
|
10
|
+
spec.homepage = "https://github.com/testdouble/halfpipe"
|
11
|
+
spec.license = "MIT"
|
12
|
+
spec.required_ruby_version = ">= 3.0.0"
|
13
|
+
|
14
|
+
spec.metadata["homepage_uri"] = spec.homepage
|
15
|
+
spec.metadata["source_code_uri"] = spec.homepage
|
16
|
+
spec.metadata["changelog_uri"] = "#{spec.homepage}/blob/main/CHANGELOG.md"
|
17
|
+
|
18
|
+
# Specify which files should be added to the gem when it is released.
|
19
|
+
# The `git ls-files -z` loads the files in the RubyGem that have been added into git.
|
20
|
+
spec.files = Dir.chdir(File.expand_path(__dir__)) do
|
21
|
+
`git ls-files -z`.split("\x0").reject do |f|
|
22
|
+
(f == __FILE__) || f.match(%r{\A(?:(?:test|spec|features)/|\.(?:git|travis|circleci)|appveyor)})
|
23
|
+
end
|
24
|
+
end
|
25
|
+
spec.bindir = "exe"
|
26
|
+
spec.executables = spec.files.grep(%r{\Aexe/}) { |f| File.basename(f) }
|
27
|
+
spec.require_paths = ["lib"]
|
28
|
+
end
|
@@ -0,0 +1,45 @@
|
|
1
|
+
require_relative "deal_fields"
|
2
|
+
|
3
|
+
module Halfpipe
|
4
|
+
module Api
|
5
|
+
module Deals
|
6
|
+
def self.create(title:, stage_id: nil, person_id: nil, organization_id: nil, custom_fields: {})
|
7
|
+
pipedrive_keyed_custom_fields = map_custom_fields(custom_fields)
|
8
|
+
json = Http.post("/deals", params: {
|
9
|
+
title: title,
|
10
|
+
stage_id: stage_id,
|
11
|
+
person_id: person_id,
|
12
|
+
org_id: organization_id
|
13
|
+
}.merge(pipedrive_keyed_custom_fields).compact)
|
14
|
+
|
15
|
+
Deal.new(
|
16
|
+
id: json["id"],
|
17
|
+
stage_id: json["stage_id"],
|
18
|
+
person_id: json.dig("person_id", "value"),
|
19
|
+
organization_id: json.dig("org_id", "value"),
|
20
|
+
title: title
|
21
|
+
)
|
22
|
+
end
|
23
|
+
class << self
|
24
|
+
private
|
25
|
+
|
26
|
+
def map_custom_fields(custom_fields)
|
27
|
+
pipedrive_fields = DealFields.get
|
28
|
+
custom_fields.map { |name, value|
|
29
|
+
pipedrive_field = pipedrive_fields.find { |pipedrive_field|
|
30
|
+
pipedrive_field.name == name
|
31
|
+
} || pipedrive_fields.find { |pipedrive_field|
|
32
|
+
pipedrive_field.name == Halfpipe::Strings.deform(name)
|
33
|
+
}
|
34
|
+
if pipedrive_field.nil?
|
35
|
+
raise Error.new <<~MSG
|
36
|
+
Failed to find custom deal field in Pipedrive named #{name.inspect}
|
37
|
+
MSG
|
38
|
+
end
|
39
|
+
[pipedrive_field.key, value]
|
40
|
+
}.to_h
|
41
|
+
end
|
42
|
+
end
|
43
|
+
end
|
44
|
+
end
|
45
|
+
end
|
@@ -0,0 +1,21 @@
|
|
1
|
+
module Halfpipe
|
2
|
+
module Api
|
3
|
+
module Notes
|
4
|
+
def self.create(content:, deal_id: nil, person_id: nil, organization_id: nil)
|
5
|
+
json = Http.post("/notes", params: {
|
6
|
+
content: content,
|
7
|
+
deal_id: deal_id,
|
8
|
+
person_id: person_id,
|
9
|
+
org_id: organization_id
|
10
|
+
})
|
11
|
+
Note.new(
|
12
|
+
id: json["id"],
|
13
|
+
content: content,
|
14
|
+
deal_id: deal_id,
|
15
|
+
person_id: person_id,
|
16
|
+
organization_id: organization_id
|
17
|
+
)
|
18
|
+
end
|
19
|
+
end
|
20
|
+
end
|
21
|
+
end
|
@@ -0,0 +1,35 @@
|
|
1
|
+
module Halfpipe
|
2
|
+
module Api
|
3
|
+
module Persons
|
4
|
+
def self.find_by_email(email)
|
5
|
+
json = Http.get("/persons/search", params: {
|
6
|
+
term: email,
|
7
|
+
fields: "email",
|
8
|
+
exact_match: true
|
9
|
+
}).first&.fetch("item")
|
10
|
+
|
11
|
+
unless json.nil?
|
12
|
+
Person.new(
|
13
|
+
id: json["id"],
|
14
|
+
name: json["name"],
|
15
|
+
email: email,
|
16
|
+
organization_id: json.dig("organization", "id")
|
17
|
+
)
|
18
|
+
end
|
19
|
+
end
|
20
|
+
|
21
|
+
def self.create(name:, email:)
|
22
|
+
json = Http.post("/persons", params: {
|
23
|
+
name: name,
|
24
|
+
email: email
|
25
|
+
})
|
26
|
+
|
27
|
+
Person.new(
|
28
|
+
id: json["id"],
|
29
|
+
name: json["name"],
|
30
|
+
email: email
|
31
|
+
)
|
32
|
+
end
|
33
|
+
end
|
34
|
+
end
|
35
|
+
end
|
@@ -0,0 +1,19 @@
|
|
1
|
+
module Halfpipe
|
2
|
+
module Api
|
3
|
+
module Stages
|
4
|
+
def self.find_first_stage_by_pipeline_name(pipeline_name)
|
5
|
+
json = Http.get("/stages").select { |json|
|
6
|
+
json["pipeline_name"] == pipeline_name
|
7
|
+
}.min_by { |json| json["order_nr"] }
|
8
|
+
|
9
|
+
unless json.nil?
|
10
|
+
Stage.new(
|
11
|
+
id: json["id"],
|
12
|
+
pipeline_id: json["pipeline_id"],
|
13
|
+
name: json["name"]
|
14
|
+
)
|
15
|
+
end
|
16
|
+
end
|
17
|
+
end
|
18
|
+
end
|
19
|
+
end
|
@@ -0,0 +1,15 @@
|
|
1
|
+
module Halfpipe
|
2
|
+
class Config
|
3
|
+
attr_accessor :api_token, :subdomain, :debug
|
4
|
+
|
5
|
+
def initialize
|
6
|
+
@debug = false
|
7
|
+
end
|
8
|
+
|
9
|
+
def set(**attrs)
|
10
|
+
@api_token = attrs[:api_token] if attrs.key?(:api_token)
|
11
|
+
@subdomain = attrs[:subdomain] if attrs.key?(:subdomain)
|
12
|
+
@debug = attrs[:debug] if attrs.key?(:debug)
|
13
|
+
end
|
14
|
+
end
|
15
|
+
end
|
@@ -0,0 +1,50 @@
|
|
1
|
+
require_relative "api/persons"
|
2
|
+
require_relative "api/stages"
|
3
|
+
require_relative "api/deals"
|
4
|
+
require_relative "api/notes"
|
5
|
+
|
6
|
+
module Halfpipe
|
7
|
+
class CreatesDealForPerson
|
8
|
+
Result = Struct.new(:stage, :person, :deal, :note, keyword_init: true)
|
9
|
+
|
10
|
+
def call(
|
11
|
+
name:, email:, deal_title:,
|
12
|
+
custom_deal_fields:, note_content:, pipeline_name:
|
13
|
+
)
|
14
|
+
stage = Api::Stages.find_first_stage_by_pipeline_name(pipeline_name)
|
15
|
+
person = find_or_create_person(name: name, email: email)
|
16
|
+
deal = Api::Deals.create(
|
17
|
+
stage_id: stage.id,
|
18
|
+
person_id: person.id,
|
19
|
+
organization_id: person.organization_id,
|
20
|
+
title: deal_title,
|
21
|
+
custom_fields: custom_deal_fields
|
22
|
+
)
|
23
|
+
unless note_content.nil?
|
24
|
+
note = Api::Notes.create(
|
25
|
+
content: note_content,
|
26
|
+
deal_id: deal.id,
|
27
|
+
person_id: person.id,
|
28
|
+
organization_id: person.organization_id
|
29
|
+
)
|
30
|
+
end
|
31
|
+
|
32
|
+
Result.new(
|
33
|
+
stage: stage,
|
34
|
+
person: person,
|
35
|
+
deal: deal,
|
36
|
+
note: note
|
37
|
+
)
|
38
|
+
end
|
39
|
+
|
40
|
+
private
|
41
|
+
|
42
|
+
def find_or_create_person(name:, email:)
|
43
|
+
Api::Persons.find_by_email(email) ||
|
44
|
+
Api::Persons.create(
|
45
|
+
name: name,
|
46
|
+
email: email
|
47
|
+
)
|
48
|
+
end
|
49
|
+
end
|
50
|
+
end
|
@@ -0,0 +1,97 @@
|
|
1
|
+
require "net/http"
|
2
|
+
require "json"
|
3
|
+
|
4
|
+
module Halfpipe
|
5
|
+
module Http
|
6
|
+
def self.get(path, params: {}, start: 0)
|
7
|
+
uri = URI(url_for(path))
|
8
|
+
uri.query = URI.encode_www_form(params.merge(
|
9
|
+
api_token: Halfpipe.config.api_token,
|
10
|
+
start: start
|
11
|
+
))
|
12
|
+
Log.debug("GETting #{uri}")
|
13
|
+
res = Net::HTTP.get_response(uri)
|
14
|
+
json = parse_json(res)
|
15
|
+
|
16
|
+
if rate_limited?(res)
|
17
|
+
wait_time = res["x-ratelimit-reset"].to_i
|
18
|
+
puts "Reached rate limit, sleeping #{wait_time}"
|
19
|
+
sleep wait_time
|
20
|
+
get(path, params: params, start: start)
|
21
|
+
else
|
22
|
+
raise_failure_maybe!(res, json)
|
23
|
+
|
24
|
+
# Search results are not on data, but data.items
|
25
|
+
results = if !json["data"].respond_to?(:key?) || !json["data"]&.key?("items")
|
26
|
+
json["data"]
|
27
|
+
else
|
28
|
+
json.dig("data", "items")
|
29
|
+
end
|
30
|
+
|
31
|
+
if json.dig("additional_data", "pagination", "more_items_in_collection")
|
32
|
+
results += get(
|
33
|
+
path,
|
34
|
+
params: params,
|
35
|
+
start: json.dig("additional_data", "pagination", "next_start")
|
36
|
+
)
|
37
|
+
end
|
38
|
+
results
|
39
|
+
end
|
40
|
+
end
|
41
|
+
|
42
|
+
def self.post(path, params: {})
|
43
|
+
uri = URI("#{url_for(path)}?api_token=#{Halfpipe.config.api_token}")
|
44
|
+
Log.debug("POSTing #{uri} with: #{params.inspect}")
|
45
|
+
res = Net::HTTP.post_form(uri, params)
|
46
|
+
json = parse_json(res)
|
47
|
+
raise_failure_maybe!(res, json)
|
48
|
+
json["data"]
|
49
|
+
end
|
50
|
+
|
51
|
+
def self.delete(path, params: {})
|
52
|
+
http = Net::HTTP.new("#{Halfpipe.config.subdomain}.pipedrive.com", 443)
|
53
|
+
http.use_ssl = true
|
54
|
+
query = URI.encode_www_form(params.merge(
|
55
|
+
api_token: Halfpipe.config.api_token
|
56
|
+
))
|
57
|
+
path = "/api/v1#{path}?#{query}"
|
58
|
+
Log.debug("DELETEing #{path}")
|
59
|
+
res = http.delete(path)
|
60
|
+
unless res.is_a?(Net::HTTPSuccess)
|
61
|
+
raise Error.new <<~MSG
|
62
|
+
Deletion of #{path.inspect} failed with #{res.code}:
|
63
|
+
|
64
|
+
#{res.body}
|
65
|
+
MSG
|
66
|
+
end
|
67
|
+
end
|
68
|
+
|
69
|
+
class << self
|
70
|
+
private
|
71
|
+
|
72
|
+
def url_for(path)
|
73
|
+
"https://#{Halfpipe.config.subdomain}.pipedrive.com/api/v1#{path}"
|
74
|
+
end
|
75
|
+
|
76
|
+
def parse_json(res)
|
77
|
+
JSON.parse(res.body)
|
78
|
+
rescue
|
79
|
+
nil
|
80
|
+
end
|
81
|
+
|
82
|
+
def rate_limited?(res)
|
83
|
+
res.code == "429" || res["x-ratelimit-remaining"].to_i < 1
|
84
|
+
end
|
85
|
+
|
86
|
+
def raise_failure_maybe!(res, json)
|
87
|
+
return if res.is_a?(Net::HTTPSuccess) && json&.fetch("success")
|
88
|
+
raise Error.new <<~MSG
|
89
|
+
Pipedrive request failed with status code #{res.code}
|
90
|
+
|
91
|
+
Response body:
|
92
|
+
#{json.inspect}
|
93
|
+
MSG
|
94
|
+
end
|
95
|
+
end
|
96
|
+
end
|
97
|
+
end
|
data/lib/halfpipe/log.rb
ADDED
@@ -0,0 +1,7 @@
|
|
1
|
+
module Halfpipe
|
2
|
+
Person = Struct.new(:id, :name, :email, :organization_id, keyword_init: true)
|
3
|
+
Stage = Struct.new(:id, :pipeline_id, :name, keyword_init: true)
|
4
|
+
Deal = Struct.new(:id, :title, :stage_id, :person_id, :organization_id, keyword_init: true)
|
5
|
+
DealField = Struct.new(:key, :name, :symbol, keyword_init: true)
|
6
|
+
Note = Struct.new(:id, :content, :deal_id, :person_id, :organization_id, keyword_init: true)
|
7
|
+
end
|
data/lib/halfpipe.rb
ADDED
@@ -0,0 +1,31 @@
|
|
1
|
+
require_relative "halfpipe/version"
|
2
|
+
require_relative "halfpipe/strings"
|
3
|
+
require_relative "halfpipe/config"
|
4
|
+
require_relative "halfpipe/log"
|
5
|
+
require_relative "halfpipe/http"
|
6
|
+
require_relative "halfpipe/values"
|
7
|
+
require_relative "halfpipe/creates_deal_for_person"
|
8
|
+
|
9
|
+
module Halfpipe
|
10
|
+
class Error < StandardError; end
|
11
|
+
|
12
|
+
def self.create_deal_for_person(
|
13
|
+
email:, deal_title:, name: nil,
|
14
|
+
custom_deal_fields: {}, note_content: nil, pipeline_name: nil
|
15
|
+
)
|
16
|
+
CreatesDealForPerson.new.call(
|
17
|
+
name: name,
|
18
|
+
email: email,
|
19
|
+
deal_title: deal_title,
|
20
|
+
custom_deal_fields: custom_deal_fields,
|
21
|
+
note_content: note_content,
|
22
|
+
pipeline_name: pipeline_name
|
23
|
+
)
|
24
|
+
end
|
25
|
+
|
26
|
+
def self.config(**attrs)
|
27
|
+
(@config ||= Config.new).tap do |config|
|
28
|
+
config.set(**attrs)
|
29
|
+
end
|
30
|
+
end
|
31
|
+
end
|
data/sig/halfpipe.rbs
ADDED
metadata
ADDED
@@ -0,0 +1,70 @@
|
|
1
|
+
--- !ruby/object:Gem::Specification
|
2
|
+
name: halfpipe
|
3
|
+
version: !ruby/object:Gem::Version
|
4
|
+
version: 0.0.1
|
5
|
+
platform: ruby
|
6
|
+
authors:
|
7
|
+
- Justin Searls
|
8
|
+
autorequire:
|
9
|
+
bindir: exe
|
10
|
+
cert_chain: []
|
11
|
+
date: 2022-01-19 00:00:00.000000000 Z
|
12
|
+
dependencies: []
|
13
|
+
description:
|
14
|
+
email:
|
15
|
+
- searls@gmail.com
|
16
|
+
executables: []
|
17
|
+
extensions: []
|
18
|
+
extra_rdoc_files: []
|
19
|
+
files:
|
20
|
+
- ".standard.yml"
|
21
|
+
- CHANGELOG.md
|
22
|
+
- Gemfile
|
23
|
+
- Gemfile.lock
|
24
|
+
- LICENSE.txt
|
25
|
+
- README.md
|
26
|
+
- Rakefile
|
27
|
+
- bin/console
|
28
|
+
- bin/setup
|
29
|
+
- halfpipe.gemspec
|
30
|
+
- lib/halfpipe.rb
|
31
|
+
- lib/halfpipe/api/deal_fields.rb
|
32
|
+
- lib/halfpipe/api/deals.rb
|
33
|
+
- lib/halfpipe/api/notes.rb
|
34
|
+
- lib/halfpipe/api/persons.rb
|
35
|
+
- lib/halfpipe/api/stages.rb
|
36
|
+
- lib/halfpipe/config.rb
|
37
|
+
- lib/halfpipe/creates_deal_for_person.rb
|
38
|
+
- lib/halfpipe/http.rb
|
39
|
+
- lib/halfpipe/log.rb
|
40
|
+
- lib/halfpipe/strings.rb
|
41
|
+
- lib/halfpipe/values.rb
|
42
|
+
- lib/halfpipe/version.rb
|
43
|
+
- sig/halfpipe.rbs
|
44
|
+
homepage: https://github.com/testdouble/halfpipe
|
45
|
+
licenses:
|
46
|
+
- MIT
|
47
|
+
metadata:
|
48
|
+
homepage_uri: https://github.com/testdouble/halfpipe
|
49
|
+
source_code_uri: https://github.com/testdouble/halfpipe
|
50
|
+
changelog_uri: https://github.com/testdouble/halfpipe/blob/main/CHANGELOG.md
|
51
|
+
post_install_message:
|
52
|
+
rdoc_options: []
|
53
|
+
require_paths:
|
54
|
+
- lib
|
55
|
+
required_ruby_version: !ruby/object:Gem::Requirement
|
56
|
+
requirements:
|
57
|
+
- - ">="
|
58
|
+
- !ruby/object:Gem::Version
|
59
|
+
version: 3.0.0
|
60
|
+
required_rubygems_version: !ruby/object:Gem::Requirement
|
61
|
+
requirements:
|
62
|
+
- - ">="
|
63
|
+
- !ruby/object:Gem::Version
|
64
|
+
version: '0'
|
65
|
+
requirements: []
|
66
|
+
rubygems_version: 3.3.3
|
67
|
+
signing_key:
|
68
|
+
specification_version: 4
|
69
|
+
summary: A Pipedrive client that doesn't do half of what you want
|
70
|
+
test_files: []
|