infopark_crm_connector 0.9.2 → 1.0.0
Sign up to get free protection for your applications and to get access to all the features.
- data/.yardopts +8 -0
- data/CHANGELOG.markdown +94 -0
- data/LICENSE +2 -0
- data/README.markdown +110 -0
- data/lib/crm_connector.rb +11 -15
- data/lib/crm_connector/account.rb +31 -2
- data/lib/crm_connector/activity.rb +61 -3
- data/lib/crm_connector/configuration.rb +2 -4
- data/lib/crm_connector/contact.rb +123 -3
- data/lib/crm_connector/core/continuation_support.rb +2 -1
- data/lib/crm_connector/core/enumerator.rb +20 -11
- data/lib/crm_connector/core/known_attributes.rb +3 -1
- data/lib/crm_connector/core/resource.rb +108 -16
- data/lib/crm_connector/core/search_support.rb +3 -1
- data/lib/crm_connector/custom_type.rb +20 -3
- data/lib/crm_connector/{default.rb → errors.rb} +1 -1
- data/lib/crm_connector/errors/authentication_failed.rb +10 -0
- data/lib/crm_connector/errors/base.rb +8 -0
- data/lib/crm_connector/event.rb +37 -2
- data/lib/crm_connector/event_contact.rb +38 -2
- data/lib/crm_connector/mailing.rb +35 -2
- data/lib/crm_connector/role.rb +7 -2
- data/lib/crm_connector/system.rb +14 -8
- metadata +22 -53
- data/CHANGELOG.rdoc +0 -87
- data/README.rdoc +0 -59
- data/lib/crm_connector/base.rb +0 -4
- data/lib/crm_connector/core/base.rb +0 -111
- data/lib/crm_connector/debugging.rb +0 -21
- data/lib/crm_connector/default/account.rb +0 -30
- data/lib/crm_connector/default/activity.rb +0 -54
- data/lib/crm_connector/default/contact.rb +0 -112
- data/lib/crm_connector/default/custom_type.rb +0 -24
- data/lib/crm_connector/default/event.rb +0 -23
- data/lib/crm_connector/default/event_contact.rb +0 -57
- data/lib/crm_connector/default/mailing.rb +0 -33
- data/lib/crm_connector/default/resource.rb +0 -10
- data/lib/crm_connector/default/role.rb +0 -9
- data/lib/crm_connector/inheriting_resource.rb +0 -30
- data/lib/crm_connector/resource.rb +0 -15
data/lib/crm_connector/system.rb
CHANGED
@@ -1,16 +1,22 @@
|
|
1
1
|
module Infopark; module Crm
|
2
|
-
|
3
|
-
|
4
|
-
|
5
|
-
# TBD sync with web service
|
6
|
-
#++
|
2
|
+
|
3
|
+
##
|
4
|
+
# @note Implementation and naming may change
|
7
5
|
class System
|
6
|
+
|
7
|
+
##
|
8
|
+
# Reads the definition of all WebCRM templates.
|
9
|
+
# @return [Hash]
|
10
|
+
# @webcrm_rest_url <code>GET /api/templates</code>
|
8
11
|
def self.templates
|
9
12
|
response = base.connection.get(path, base.headers)
|
10
13
|
return response['templates'] if response.kind_of? Hash # ActiveResource 3.0
|
11
14
|
base.format.decode(response.body)
|
12
15
|
end
|
13
16
|
|
17
|
+
##
|
18
|
+
# Sets the definition of all WebCRM templates
|
19
|
+
# @param hash [Hash] the new definition of all WebCRM templates
|
14
20
|
def self.templates=(hash)
|
15
21
|
data = {'templates' => hash}
|
16
22
|
base.connection.put(path, base.format.encode(data), base.headers)
|
@@ -18,11 +24,11 @@ module Infopark; module Crm
|
|
18
24
|
|
19
25
|
private
|
20
26
|
|
21
|
-
def self.base
|
22
|
-
Infopark::Crm::Resource
|
27
|
+
def self.base
|
28
|
+
Infopark::Crm::Core::Resource
|
23
29
|
end
|
24
30
|
|
25
|
-
def self.path
|
31
|
+
def self.path
|
26
32
|
base.prefix + 'templates'
|
27
33
|
end
|
28
34
|
end
|
metadata
CHANGED
@@ -1,13 +1,13 @@
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
2
2
|
name: infopark_crm_connector
|
3
3
|
version: !ruby/object:Gem::Version
|
4
|
-
hash:
|
4
|
+
hash: 23
|
5
5
|
prerelease:
|
6
6
|
segments:
|
7
|
+
- 1
|
7
8
|
- 0
|
8
|
-
-
|
9
|
-
|
10
|
-
version: 0.9.2
|
9
|
+
- 0
|
10
|
+
version: 1.0.0
|
11
11
|
platform: ruby
|
12
12
|
authors:
|
13
13
|
- Infopark AG
|
@@ -15,12 +15,10 @@ autorequire:
|
|
15
15
|
bindir: bin
|
16
16
|
cert_chain: []
|
17
17
|
|
18
|
-
date: 2012-
|
18
|
+
date: 2012-09-14 00:00:00 Z
|
19
19
|
dependencies:
|
20
20
|
- !ruby/object:Gem::Dependency
|
21
|
-
|
22
|
-
prerelease: false
|
23
|
-
requirement: &id001 !ruby/object:Gem::Requirement
|
21
|
+
version_requirements: &id001 !ruby/object:Gem::Requirement
|
24
22
|
none: false
|
25
23
|
requirements:
|
26
24
|
- - ">="
|
@@ -29,12 +27,12 @@ dependencies:
|
|
29
27
|
segments:
|
30
28
|
- 3
|
31
29
|
version: "3"
|
30
|
+
prerelease: false
|
31
|
+
requirement: *id001
|
32
32
|
type: :runtime
|
33
|
-
|
33
|
+
name: activeresource
|
34
34
|
- !ruby/object:Gem::Dependency
|
35
|
-
|
36
|
-
prerelease: false
|
37
|
-
requirement: &id002 !ruby/object:Gem::Requirement
|
35
|
+
version_requirements: &id002 !ruby/object:Gem::Requirement
|
38
36
|
none: false
|
39
37
|
requirements:
|
40
38
|
- - ">="
|
@@ -44,65 +42,41 @@ dependencies:
|
|
44
42
|
- 2
|
45
43
|
- 3
|
46
44
|
version: "2.3"
|
47
|
-
type: :runtime
|
48
|
-
version_requirements: *id002
|
49
|
-
- !ruby/object:Gem::Dependency
|
50
|
-
name: logger
|
51
45
|
prerelease: false
|
52
|
-
requirement:
|
53
|
-
none: false
|
54
|
-
requirements:
|
55
|
-
- - ">="
|
56
|
-
- !ruby/object:Gem::Version
|
57
|
-
hash: 3
|
58
|
-
segments:
|
59
|
-
- 0
|
60
|
-
version: "0"
|
46
|
+
requirement: *id002
|
61
47
|
type: :runtime
|
62
|
-
|
48
|
+
name: backports
|
63
49
|
description: Infopark CRM Connector
|
64
50
|
email: info@infopark.de
|
65
51
|
executables: []
|
66
52
|
|
67
53
|
extensions: []
|
68
54
|
|
69
|
-
extra_rdoc_files:
|
70
|
-
|
71
|
-
- LICENSE
|
55
|
+
extra_rdoc_files: []
|
56
|
+
|
72
57
|
files:
|
73
|
-
-
|
58
|
+
- .yardopts
|
59
|
+
- CHANGELOG.markdown
|
74
60
|
- LICENSE
|
75
|
-
- README.
|
61
|
+
- README.markdown
|
76
62
|
- lib/crm_connector.rb
|
77
63
|
- lib/crm_connector/account.rb
|
78
64
|
- lib/crm_connector/activity.rb
|
79
|
-
- lib/crm_connector/base.rb
|
80
65
|
- lib/crm_connector/configuration.rb
|
81
66
|
- lib/crm_connector/contact.rb
|
82
67
|
- lib/crm_connector/core.rb
|
83
|
-
- lib/crm_connector/core/base.rb
|
84
68
|
- lib/crm_connector/core/continuation_support.rb
|
85
69
|
- lib/crm_connector/core/enumerator.rb
|
86
70
|
- lib/crm_connector/core/known_attributes.rb
|
87
71
|
- lib/crm_connector/core/resource.rb
|
88
72
|
- lib/crm_connector/core/search_support.rb
|
89
73
|
- lib/crm_connector/custom_type.rb
|
90
|
-
- lib/crm_connector/
|
91
|
-
- lib/crm_connector/
|
92
|
-
- lib/crm_connector/
|
93
|
-
- lib/crm_connector/default/activity.rb
|
94
|
-
- lib/crm_connector/default/contact.rb
|
95
|
-
- lib/crm_connector/default/custom_type.rb
|
96
|
-
- lib/crm_connector/default/event.rb
|
97
|
-
- lib/crm_connector/default/event_contact.rb
|
98
|
-
- lib/crm_connector/default/mailing.rb
|
99
|
-
- lib/crm_connector/default/resource.rb
|
100
|
-
- lib/crm_connector/default/role.rb
|
74
|
+
- lib/crm_connector/errors.rb
|
75
|
+
- lib/crm_connector/errors/authentication_failed.rb
|
76
|
+
- lib/crm_connector/errors/base.rb
|
101
77
|
- lib/crm_connector/event.rb
|
102
78
|
- lib/crm_connector/event_contact.rb
|
103
|
-
- lib/crm_connector/inheriting_resource.rb
|
104
79
|
- lib/crm_connector/mailing.rb
|
105
|
-
- lib/crm_connector/resource.rb
|
106
80
|
- lib/crm_connector/role.rb
|
107
81
|
- lib/crm_connector/system.rb
|
108
82
|
- lib/infopark_crm_connector.rb
|
@@ -110,13 +84,8 @@ homepage: http://www.infopark.de
|
|
110
84
|
licenses: []
|
111
85
|
|
112
86
|
post_install_message:
|
113
|
-
rdoc_options:
|
114
|
-
|
115
|
-
- UTF-8
|
116
|
-
- --main
|
117
|
-
- README.rdoc
|
118
|
-
- --title
|
119
|
-
- Infopark CRM Connector 0.9.2 Documentation
|
87
|
+
rdoc_options: []
|
88
|
+
|
120
89
|
require_paths:
|
121
90
|
- lib
|
122
91
|
required_ruby_version: !ruby/object:Gem::Requirement
|
data/CHANGELOG.rdoc
DELETED
@@ -1,87 +0,0 @@
|
|
1
|
-
=== Version 0.9.2 - 2012-03-19
|
2
|
-
* Security improvement for +Contact.authenticate+, +Contact.password_set+ and +contact.password_request+
|
3
|
-
|
4
|
-
=== Version 0.9.1 - 2012-02-28
|
5
|
-
* Removed +Diary+. Please use +Activity+ instead.
|
6
|
-
* Added +Mailing+
|
7
|
-
* Added +appointment_*+ and +task_*+ fields to +Activity+
|
8
|
-
* Added +role_names+ field to +Contact+
|
9
|
-
* Added +tags+ field to +Activity+, +Account+ and +Contact+
|
10
|
-
|
11
|
-
=== Version 0.9 - 2012-01-27
|
12
|
-
Initial Release of Infopark CRM Connector
|
13
|
-
|
14
|
-
==== Changes from OMC Connector to CRM Connector
|
15
|
-
* Namespace changed from <tt>OmcConector::</tt> to <tt>Infopark::Crm::</tt>
|
16
|
-
* Attribute names may have changed. For new attributes please refer to {Webservice API}[https://www.infopark.de/2486249/70-Webservice-API].
|
17
|
-
* Works only with Infopark WebCRM.
|
18
|
-
|
19
|
-
===== Changed configuration
|
20
|
-
* +live_server_groups_callback+ - replaces +contact_roles_callback+
|
21
|
-
|
22
|
-
===== New classes
|
23
|
-
* +CustomType+
|
24
|
-
* +Role+
|
25
|
-
* +System+
|
26
|
-
|
27
|
-
===== New methods
|
28
|
-
* +Account.search+
|
29
|
-
* +Activity.search+
|
30
|
-
* +Contact.search+
|
31
|
-
* +Event.search+
|
32
|
-
* +EventContact.search+
|
33
|
-
* +contact.live_server_groups+ - replaces +contact.roles+
|
34
|
-
|
35
|
-
===== Removed classes
|
36
|
-
* +AccountCollection+
|
37
|
-
* +InquiryKind+ - use +CustomType+
|
38
|
-
* +InquiryLink+
|
39
|
-
* +Inquiry+ - use +Activity+
|
40
|
-
* +Location+ - use +contact+ and +account+ properties
|
41
|
-
* +Mailing+
|
42
|
-
* +RegistrationInquiry+
|
43
|
-
* +Session+
|
44
|
-
|
45
|
-
|
46
|
-
===== Removed methods
|
47
|
-
* +account.contacts+ - use <tt>Contact.search(\:params => {\:acount_id => acount_id})</tt>
|
48
|
-
* +Account.find_by_name+ - use +Account.search+
|
49
|
-
* +account.inquiries+ - use <tt>Activity.search(:params => {:account_id => account_id})</tt>
|
50
|
-
* +account.locations+
|
51
|
-
* +contact.account_activities+ - use <tt>Activity.search(:query => {:account_id => account_id})</tt>
|
52
|
-
* +contact.activities+ - use <tt>Activity.search(:params => {:contact_id => contact_id})</tt>
|
53
|
-
* +contact.create_activity+
|
54
|
-
* +contact.create_diary+
|
55
|
-
* +contact.create_location_with_account_association+
|
56
|
-
* +contact.create_location+
|
57
|
-
* +contact.create_registration_request+
|
58
|
-
* +contact.event_participation+
|
59
|
-
* +contact.find_activity+
|
60
|
-
* +Contact.find_by_email+ - use <tt>Contact.search(:params => {:email => email})</tt>
|
61
|
-
* +Contact.find_by_login+ - use <tt>Contact.search(:params => {:login => login})</tt>
|
62
|
-
* +Contact.languages+
|
63
|
-
* +contact.location+
|
64
|
-
* +Contact.lookup_uptions+
|
65
|
-
* +contact.move_location+
|
66
|
-
* +contact.roles+ - use +contact.live_server_groups+
|
67
|
-
* +contact.serialized_attributes+ - use +contact.attributes+
|
68
|
-
* +contact.subscriptions+
|
69
|
-
* +Contact.titles+
|
70
|
-
* +contact.update_location+
|
71
|
-
* +contact.update_subscriptions+
|
72
|
-
* +contact.validate_login+ - use <tt>Contact.search(:params => {:login => login})</tt>
|
73
|
-
* <tt>event.attend(!)</tt>
|
74
|
-
* +event.contacts+ - use <tt>EventContact.search(:event_id => event_id)</tt>
|
75
|
-
* +Event.find_by_name+
|
76
|
-
* <tt>event.inquire(!)</tt>
|
77
|
-
* <tt>event.refuse(!)</tt>
|
78
|
-
* <tt>event.register(!)</tt>
|
79
|
-
* +event_contact.attend+ - use <tt>event_contact.status = 'attended'</tt>
|
80
|
-
* +event_contact.inquire+ - use <tt>event_contact.status = 'unregistered'</tt>
|
81
|
-
* +event_contact.refuse+ - use <tt>event_contact.status = 'refused'</tt>
|
82
|
-
* +event_contact.register+ - use <tt>event_contact.status = 'registered'</tt>
|
83
|
-
* +event_contact.update_details+
|
84
|
-
* +inquiry.create_diary+
|
85
|
-
* +inquiry.create_link+
|
86
|
-
* +inquiry.diaries+
|
87
|
-
* +inquiry.links+
|
data/README.rdoc
DELETED
@@ -1,59 +0,0 @@
|
|
1
|
-
|
2
|
-
==Quick Start
|
3
|
-
|
4
|
-
gem 'infopark_crm_connector'
|
5
|
-
|
6
|
-
require 'infopark_crm_connector'
|
7
|
-
|
8
|
-
Infopark::Crm.configure do |configuration|
|
9
|
-
configuration.url = "https://webcrm.server/url"
|
10
|
-
configuration.login = "webcrm_user"
|
11
|
-
configuration.api_key = "api_key_of_webcrm_user"
|
12
|
-
end
|
13
|
-
|
14
|
-
# Communicate with the WebCRM
|
15
|
-
Infopark::Crm::Contact.first.last_name
|
16
|
-
|
17
|
-
See Infopark::Crm.configure for a complete list of configuration keys.
|
18
|
-
|
19
|
-
The subclasses of Infopark::Crm::Resource (which itself inherits from
|
20
|
-
ActiveResource::Base) represent the WebCRM's domain models (accounts, contacts, events etc.).
|
21
|
-
|
22
|
-
==Examples
|
23
|
-
===Contact
|
24
|
-
# Retrieve the contact identified by the login 'root'
|
25
|
-
contact = Infopark::Crm::Contact.search(:params => {:login => 'root'}).first
|
26
|
-
|
27
|
-
# Change this contact's mail address
|
28
|
-
contact.update_attribute(:email, 'root@example.com')
|
29
|
-
|
30
|
-
# Send a new password request mail to the contact's address
|
31
|
-
contact.password_request
|
32
|
-
|
33
|
-
===Activity
|
34
|
-
|
35
|
-
# Configure a new activity kind
|
36
|
-
Infopark::Crm::CustomType.create(:name => 'contact form', :kind => 'Activity',
|
37
|
-
:states => ['new'])
|
38
|
-
|
39
|
-
# Create a new activity
|
40
|
-
activity = Infopark::Crm::Activity.new(:kind => 'contact form')
|
41
|
-
|
42
|
-
# Set properties of this activity
|
43
|
-
activity.title = 'Sprechen Sie Deutsch?'
|
44
|
-
|
45
|
-
# Switch to a different request locale
|
46
|
-
Infopark::Crm.configure {|c| c.locale = 'de'}
|
47
|
-
|
48
|
-
# Post the activity (which is going to fail)
|
49
|
-
activity.save
|
50
|
-
# => false
|
51
|
-
|
52
|
-
# Get to know what's missing
|
53
|
-
activity.errors.messages
|
54
|
-
# => {:state=>["ist kein gültiger Wert"]}
|
55
|
-
|
56
|
-
For further information on the WebCRM web service, have a look at
|
57
|
-
{this documentation}[https://www.infopark.com/2486249/70-Webservice-API].
|
58
|
-
|
59
|
-
:include: LICENSE
|
data/lib/crm_connector/base.rb
DELETED
@@ -1,111 +0,0 @@
|
|
1
|
-
require 'active_support/core_ext/class/attribute_accessors'
|
2
|
-
|
3
|
-
module Infopark; module Crm
|
4
|
-
class ConnectorError < StandardError # :nodoc:
|
5
|
-
end
|
6
|
-
|
7
|
-
# Raised when a contact provides wrong credentials (token/password)
|
8
|
-
#
|
9
|
-
# This differs from the case when the web service api credentials are not accepted
|
10
|
-
# (an ActiveResource error is raised then)
|
11
|
-
class AuthenticationFailed < ConnectorError; end
|
12
|
-
end; end
|
13
|
-
|
14
|
-
module Infopark; module Crm; module Core
|
15
|
-
class Base < ActiveResource::Base # :nodoc: all
|
16
|
-
|
17
|
-
self.format = :json
|
18
|
-
self.include_root_in_json = true
|
19
|
-
|
20
|
-
cattr_accessor :locale
|
21
|
-
cattr_accessor :http_host
|
22
|
-
|
23
|
-
#--
|
24
|
-
# TBD: drop when ActiveResource 3.0 support is dropped
|
25
|
-
#++
|
26
|
-
class SchemaSupport
|
27
|
-
def self.schema_mapping
|
28
|
-
@schema_mapping ||= {}
|
29
|
-
end
|
30
|
-
|
31
|
-
def self.add(mapping)
|
32
|
-
schema_mapping.merge!(mapping)
|
33
|
-
end
|
34
|
-
|
35
|
-
def self.schema_type(type)
|
36
|
-
default_mapping = ::ActiveResource::Schema::KNOWN_ATTRIBUTE_TYPES
|
37
|
-
return type if default_mapping.include?(type.to_s)
|
38
|
-
return schema_mapping[type.to_sym]
|
39
|
-
end
|
40
|
-
|
41
|
-
add :text => :string
|
42
|
-
add :date => :string
|
43
|
-
add :boolean => nil
|
44
|
-
end
|
45
|
-
|
46
|
-
def self.schema=(definition)
|
47
|
-
ares_compatible_definition = {}
|
48
|
-
definition.each do |k, v|
|
49
|
-
ares_compatible_definition[k] = SchemaSupport.schema_type(v)
|
50
|
-
end
|
51
|
-
super(ares_compatible_definition)
|
52
|
-
end
|
53
|
-
|
54
|
-
#--
|
55
|
-
# TBD: remove when https://github.com/rails/rails/issues/2479 is done
|
56
|
-
#++
|
57
|
-
def self.delete(id, options = {})
|
58
|
-
connection.delete(element_path(id, options), headers)
|
59
|
-
end
|
60
|
-
|
61
|
-
def self.headers
|
62
|
-
headers = super
|
63
|
-
headers.merge!({"Accept-Language" => self.locale}) if self.locale
|
64
|
-
headers.merge!({"Host" => self.http_host}) if self.http_host
|
65
|
-
headers
|
66
|
-
end
|
67
|
-
|
68
|
-
def self.configure(configuration)
|
69
|
-
self.site = configuration.url + '/' if configuration.url
|
70
|
-
self.user = configuration.login
|
71
|
-
self.password = configuration.api_key
|
72
|
-
self.locale = configuration.locale
|
73
|
-
self.http_host = configuration.http_host
|
74
|
-
include Debugging if configuration.debug
|
75
|
-
end
|
76
|
-
|
77
|
-
# Support for field associatable errors (without humanized name guessing)
|
78
|
-
def errors
|
79
|
-
@errors ||= Errors.new(self)
|
80
|
-
end
|
81
|
-
|
82
|
-
class Errors < ActiveResource::Errors # :nodoc:
|
83
|
-
# TBD temporary patch from https://rails.lighthouseapp.com/projects/8994-ruby-on-rails/tickets/5616
|
84
|
-
def from_json(json, save_cache = false)
|
85
|
-
errors = ActiveSupport::JSON.decode(json)
|
86
|
-
clear unless save_cache
|
87
|
-
errors.each do |attr_name, messages|
|
88
|
-
Array.wrap(messages).each { |message| add(attr_name.to_sym, message) }
|
89
|
-
end
|
90
|
-
end
|
91
|
-
|
92
|
-
def from_xml(xml, *args)
|
93
|
-
errors = Hash.from_xml(xml)['errors'] rescue {}
|
94
|
-
structured_errors = Array.wrap(errors['machine_readables'])
|
95
|
-
if structured_errors.first
|
96
|
-
clear unless args.first # see ActiveResource::Errors#from_array
|
97
|
-
structured_errors.each do |h|
|
98
|
-
h.each do |key, value|
|
99
|
-
add(key, value)
|
100
|
-
end
|
101
|
-
end
|
102
|
-
else
|
103
|
-
# legacy omc and simple rails responses
|
104
|
-
from_array(errors['error'] || [], *args)
|
105
|
-
end
|
106
|
-
end
|
107
|
-
end
|
108
|
-
|
109
|
-
end
|
110
|
-
|
111
|
-
end; end; end
|