halfpipe 0.0.1
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/.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,
|
238
|
+
"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: []
|