infusionsoft 1.3.0a → 1.3.5
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 +4 -4
- data/.travis.yml +4 -5
- data/README.md +1 -1
- data/infusionsoft.gemspec +3 -0
- data/lib/infusionsoft.rb +1 -0
- data/lib/infusionsoft/client/affiliate.rb +5 -5
- data/lib/infusionsoft/client/contact.rb +20 -20
- data/lib/infusionsoft/client/credit_card.rb +4 -4
- data/lib/infusionsoft/client/data.rb +12 -12
- data/lib/infusionsoft/client/email.rb +11 -11
- data/lib/infusionsoft/client/file.rb +5 -5
- data/lib/infusionsoft/client/funnel.rb +4 -4
- data/lib/infusionsoft/client/invoice.rb +23 -23
- data/lib/infusionsoft/client/search.rb +15 -15
- data/lib/infusionsoft/client/ticket.rb +3 -3
- data/lib/infusionsoft/request.rb +38 -14
- data/lib/infusionsoft/rest/token.rb +77 -0
- data/lib/infusionsoft/version.rb +1 -1
- data/test/client/contact_test.rb +0 -1
- data/test/test_helper.rb +2 -2
- metadata +34 -5
checksums.yaml
CHANGED
@@ -1,7 +1,7 @@
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---
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SHA256:
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metadata.gz:
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data.tar.gz:
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metadata.gz: ea5036f0847c9f8d2d27b105450d9f7f244fc3c8afc82a9df65a5dd3dfd2259c
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data.tar.gz: 225a3bc76cd0d2dbf2834709fd515d56145bc8ebcacde1adc5cf861d79d6e90c
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SHA512:
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metadata.gz:
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data.tar.gz:
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metadata.gz: 3ecd5f2ee7588c842b4e83355fe3c9abd154e38cd772f408ce32ffc269feca4c3b8640f8b8961d5f4af58400ca38c93a19e7a6766843e49d4b4fb5a6d1fe8e60
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data.tar.gz: fb4ee7abf586a9160c10e1d8ee1e3c7ce51454f89f0948a4dae773e754fb246904a722721490208171a762e2764e4cd142e25d65817666d6bb3ab5ced776daee
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data/.travis.yml
CHANGED
data/README.md
CHANGED
@@ -98,7 +98,7 @@ features.
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## <a name="rubies">Supported Rubies</a>
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This library aims to support the following Ruby implementations:
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* Ruby >= 2.
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* Ruby >= 2.3.8
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* [JRuby](http://www.jruby.org/)
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* [Rubinius](http://rubini.us/)
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* [Ruby Enterprise Edition](http://www.rubyenterpriseedition.com/)
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data/infusionsoft.gemspec
CHANGED
@@ -14,6 +14,9 @@ Gem::Specification.new do |gem|
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gem.required_rubygems_version = Gem::Requirement.new('>= 1.3.6')
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gem.add_development_dependency 'rake'
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gem.add_dependency "xmlrpc"
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gem.add_dependency "rest-client"
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gem.version = Infusionsoft::VERSION.dup
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end
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data/lib/infusionsoft.rb
CHANGED
@@ -15,7 +15,7 @@ module Infusionsoft
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# @return [Array] all claw backs for the given affiliate that have occurred within the date
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# range specified
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def affiliate_clawbacks(affiliate_id, start_date, end_date)
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response =
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response = xmlrpc('APIAffiliateService.affClawbacks', affiliate_id, start_date, end_date)
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end
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# Used to retrieve all commissions for a specific affiliate within a date range.
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# @return [Array] all sales commissions for the given affiliate earned within the date range
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# specified
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def affiliate_commissions(affiliate_id, start_date, end_date)
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response =
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response = xmlrpc('APIAffiliateService.affCommissions', affiliate_id, start_date, end_date)
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end
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# Used to retrieve all payments for a specific affiliate within a date range.
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# @param [Date] end_date
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# @return [Array] a list of rows, each row is a single payout
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def affiliate_payouts(affiliate_id, start_date, end_date)
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response =
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response = xmlrpc('APIAffiliateService.affPayouts', affiliate_id, start_date, end_date)
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end
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# This method is used to retrieve all commissions for a specific affiliate within a date range.
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# @return [Array] all sales commissions for the given affiliate earned within the date range
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# specified
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def affiliate_running_totals(affiliate_list)
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response =
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response = xmlrpc('APIAffiliateService.affRunningTotals', affiliate_list)
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end
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# Used to retrieve a summary of statistics for a list of affiliates.
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# @param [Date] end_date
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# @return [Array<Hash>] a summary of the affiliates information for a specified date range
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def affiliate_summary(affiliate_list, start_date, end_date)
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response =
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response = xmlrpc('APIAffiliateService.affSummary', affiliate_list, start_date, end_date)
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end
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end
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end
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# @example
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# { :Email => 'test@test.com', :FirstName => 'first_name', :LastName => 'last_name' }, 'New Signup'
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def contact_add(data, optin_status=nil)
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contact_id =
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contact_id = xmlrpc('ContactService.add', data)
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email = data['Email'] || data[:Email]
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if optin_status && email; email_optin(email, optin_status); end
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return contact_id
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# @param [Integer] contact_id
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# @param [Integer] duplicate_contact_id
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def contact_merge(contact_id, duplicate_contact_id)
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response =
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response = xmlrpc('ContactService.merge', contact_id, duplicate_contact_id)
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end
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# Adds or updates a contact record based on matching data
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# @example
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# { :Email => 'test@test.com', :FirstName => 'first_name', :LastName => 'last_name' }, 'Email', 'New Signup'
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def contact_add_with_dup_check(data, check_type, optin_status=nil)
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contact_id =
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contact_id = xmlrpc('ContactService.addWithDupCheck', data, check_type)
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email = data['Email'] || data[:Email]
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if optin_status && email; email_optin(email, optin_status); end
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return contact_id
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# @example
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# { :FirstName => 'first_name', :StreetAddress1 => '123 N Street' }, 'New Signup'
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def contact_update(contact_id, data, optin_status=nil)
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contact_id =
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contact_id = xmlrpc('ContactService.update', contact_id, data)
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email = data['Email'] || data[:Email]
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if optin_status && email; email_optin(email, optin_status); end
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return contact_id
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# @example this is what you would get back
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# { "FirstName" => "John", "LastName" => "Doe" }
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def contact_load(id, selected_fields)
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response =
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response = xmlrpc('ContactService.load', id, selected_fields)
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end
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# Finds all contacts with the supplied email address in any of the three contact record email
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# @param [Array] selected_fields the list of fields you want with it's data
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# @return [Array<Hash>] the list of contacts with it's fields and data
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def contact_find_by_email(email, selected_fields)
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response =
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response = xmlrpc('ContactService.findByEmail', email, selected_fields)
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end
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# Adds a contact to a follow-up sequence (campaigns were the original name of follow-up sequences).
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# @return [Boolean] returns true/false if the contact was added to the follow-up sequence
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# successfully
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def contact_add_to_campaign(contact_id, campaign_id)
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response =
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response = xmlrpc('ContactService.addToCampaign', contact_id, campaign_id)
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end
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# Returns the Id number of the next follow-up sequence step for the given contact.
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# @return [Integer] id number of the next unfishished step in the given follow up sequence
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# for the given contact
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def contact_get_next_campaign_step(contact_id, campaign_id)
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response =
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response = xmlrpc('ContactService.getNextCampaignStep', contact_id, campaign_id)
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end
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# Pauses a follow-up sequence for the given contact record
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# @param [Integer] campaign_id
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# @return [Boolean] returns true/false if the sequence was paused
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def contact_pause_campaign(contact_id, campaign_id)
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response =
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response = xmlrpc('ContactService.pauseCampaign', contact_id, campaign_id)
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end
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# Removes a follow-up sequence from a contact record
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# @param [Integer] campaign_id
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# @return [Boolean] returns true/false if removed
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def contact_remove_from_campaign(contact_id, campaign_id)
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response =
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response = xmlrpc('ContactService.removeFromCampaign', contact_id, campaign_id)
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end
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# Resumes a follow-up sequence that has been stopped/paused for a given contact.
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# @param [Ingeger] campaign_id
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# @return [Boolean] returns true/false if sequence was resumed
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def contact_resume_campaign(contact_id, campaign_id)
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response =
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response = xmlrpc('ConactService.resumeCampaignForContact', contact_id, campaign_id)
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end
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# Immediately performs the given follow-up sequence step_id for the given contacts.
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# @param [Integer] ) step_id
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# @return [Boolean] returns true/false if the step was rescheduled
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def contact_reschedule_campaign_step(list_of_contacts, step_id)
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response =
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response = xmlrpc('ContactService.reschedulteCampaignStep', list_of_contacts, step_id)
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end
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# Removes a tag from a contact (groups were the original name of tags).
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# @param [Integer] group_id
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# @return [Boolean] returns true/false if tag was removed successfully
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def contact_remove_from_group(contact_id, group_id)
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response =
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response = xmlrpc('ContactService.removeFromGroup', contact_id, group_id)
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end
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# Adds a tag to a contact
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# @param [Integer] group_id
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# @return [Boolean] returns true/false if the tag was added successfully
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def contact_add_to_group(contact_id, group_id)
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response =
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response = xmlrpc('ContactService.addToGroup', contact_id, group_id)
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end
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# Runs an action set on a given contact record
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# [{ 'Action' => 'Create Task', 'Message' => 'task1 (Task) sent successfully', 'isError' =>
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# nil }]
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def contact_run_action_set(contact_id, action_set_id)
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response =
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response = xmlrpc('ContactService.runActionSequence', contact_id, action_set_id)
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end
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def contact_link_contact(remoteApp, remoteId, localId)
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response =
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response = xmlrpc('ContactService.linkContact', remoteApp, remoteId, localId)
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end
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def contact_locate_contact_link(locate_map_id)
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response =
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response = xmlrpc('ContactService.locateContactLink', locate_map_id)
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end
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def contact_mark_link_updated(locate_map_id)
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response =
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response = xmlrpc('ContactService.markLinkUpdated', locate_map_id)
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end
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# Creates a new recurring order for a contact.
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# @param [Integer] affiliate_id
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def contact_add_recurring_order(contact_id, allow_duplicate, cprogram_id, merchant_account_id,
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credit_card_id, affiliate_id, days_till_charge)
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response =
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response = xmlrpc('ContactService.addRecurringOrder', contact_id, allow_duplicate, cprogram_id,
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merchant_account_id, credit_card_id, affiliate_id, days_till_charge)
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end
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# @param [Integer] action_set_id
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# @param [Hash] data
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def contact_run_action_set_with_params(contact_id, action_set_id, data)
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response =
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response = xmlrpc('ContactService.runActionSequence', contact_id, action_set_id, data)
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end
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end
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module Infusionsoft
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class Client
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# CreditCardSubmission service is used to obtain a token that is to be submitted
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# through a form when adding a credit card. In accordance with PCI compliance,
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# CreditCardSubmission service is used to obtain a token that is to be submitted
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# through a form when adding a credit card. In accordance with PCI compliance,
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# adding credit cards through the API will no longer be supported.
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module CreditCard
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# @param [String] url that will be redirected to upon successfully adding card
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# @param [String] url that will be redirected to when there is a failure upon adding card
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def credit_card_request_token(contact_id, success_url, failure_url)
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response =
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response = xmlrpc('CreditCardSubmissionService.requestSubmissionToken', contact_id, success_url, failure_url)
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end
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def credit_card_lookup_by_token(token)
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response =
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response = xmlrpc('CreditCardSubmissionService.requestCreditCardId', token)
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end
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end
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# @param [Hash] data the fields and it's data
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# @return [Integer] returns the id of the record added
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def data_add(table, data)
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response =
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response = xmlrpc('DataService.add', table, data)
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end
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# This method will load a record from the database given the primary key.
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# @example
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# { "FirstName" => "John", "LastName" => "Doe" }
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def data_load(table, id, selected_fields)
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response =
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response = xmlrpc('DataService.load', table, id, selected_fields)
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end
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# Updates the specified record (indicated by ID) with the data provided.
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# @example
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# { :FirstName => 'John', :Email => 'test@test.com' }
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def data_update(table, id, data)
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response =
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response = xmlrpc('DataService.update', table, id, data)
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end
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# Deletes the record (specified by id) in the given table from the database.
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# @param [Integer] id
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# @return [Boolean] returns true/false if the record was successfully deleted
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def data_delete(table, id)
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response =
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response = xmlrpc('DataService.delete', table, id)
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end
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# This will locate all records in a given table that match the criteria for a given field.
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# @param [Array] selected_fields
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# @return [Array<Hash>] returns the array of records with a hash of the fields and values
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def data_find_by_field(table, limit, page, field_name, field_value, selected_fields)
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response =
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response = xmlrpc('DataService.findByField', table, limit, page, field_name,
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field_value, selected_fields)
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end
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# @param [Array] selected_fields the fields and values you want back
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# @return [Array<Hash>] the fields and associated values
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def data_query(table, limit, page, data, selected_fields)
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response =
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response = xmlrpc('DataService.query', table, limit, page, data, selected_fields)
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end
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# Queries records in a given table to find matches on certain fields.
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# @param [Boolean] true ascending, false descending
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# @return [Array<Hash>] the fields and associated values
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def data_query_order_by(table, limit, page, data, selected_fields, by, ascending)
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response =
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response = xmlrpc('DataService.query', table, limit, page, data, selected_fields, by, ascending)
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end
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# Adds a custom field to Infusionsoft
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# @param [Integer] header_id see notes here
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# http://help.infusionsoft.com/developers/services-methods/data/addCustomField
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def data_add_custom_field(field_type, name, data_type, header_id)
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response =
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response = xmlrpc('DataService.addCustomField', field_type, name, data_type, header_id)
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end
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# Authenticate an Infusionsoft username and password(md5 hash). If the credentials match
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# @param [String] password
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# @return [Integer] id of the authenticated user
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def data_authenticate_user(username, password)
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response =
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response = xmlrpc('DataService.authenticateUser', username, password)
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end
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# This method will return back the data currently configured in a user configured
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# before the underscore is the module name. "Contact" in this example. The portion after the
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# 0 is the setting name, "optiontypes" in this example.
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def data_get_app_setting(module_name, setting)
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response =
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response = xmlrpc('DataService.getAppSetting', module_name, setting)
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end
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# Returns a temporary API key if given a valid Vendor key and user credentials.
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# @param [String] password_hash an md5 hash of users password
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# @return [String] temporary API key
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def data_get_temporary_key(vendor_key, username, password_hash)
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response =
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response = xmlrpc('DataService.getTemporaryKey', username, password_hash)
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end
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# Updates a custom field. Every field can have it’s display name and group id changed,
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# @param [Hash] field_values
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# @return [Boolean] returns true/false if it was updated
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def data_update_custom_field(field_id, field_values)
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response =
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response = xmlrpc('DataService.updateCustomField', field_id, field_values)
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end
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end
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end
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# @param [String] merge_context can be Contact, ServiceCall, Opportunity, CreditCard
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def email_add(title, categories, from, to, cc, bcc, subject, text_body, html_body,
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content_type, merge_context)
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-
response =
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+
response = xmlrpc('APIEmailService.addEmailTemplate', title, categories, from, to,
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cc, bcc, subject, text_body, html_body, content_type, merge_context)
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end
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@@ -45,7 +45,7 @@ module Infusionsoft
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def email_attach(contact_id, from_name, from_address, to_address, cc_addresses,
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bcc_addresses, content_type, subject, html_body, txt_body,
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header, receive_date, send_date)
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-
response =
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+
response = xmlrpc('APIEmailService.attachEmail', contact_id, from_name, from_address,
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to_address, cc_addresses, bcc_addresses, content_type, subject,
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html_body, txt_body, header, receive_date, send_date)
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end
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@@ -55,7 +55,7 @@ module Infusionsoft
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# @param [String] merge_context could include Contact, ServiceCall, Opportunity, or CreditCard
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# @return [Array] returns the merge fields for the given context
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def email_get_available_merge_fields(merge_context)
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-
response =
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+
response = xmlrpc('APIEmailService.getAvailableMergeFields', merge_context)
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end
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# Retrieves the details for a particular email template.
|
@@ -63,7 +63,7 @@ module Infusionsoft
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# @param [Integer] id
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# @return [Hash] all data for the email template
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def email_get_template(id)
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-
response =
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+
response = xmlrpc('APIEmailService.getEmailTemplate', id)
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end
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# Retrieves the status of the given email address.
|
@@ -71,7 +71,7 @@ module Infusionsoft
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# @param [String] email_address
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# @return [Integer] 0 = opted out, 1 = single opt-in, 2 = double opt-in
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def email_get_opt_status(email_address)
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-
response =
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+
response = xmlrpc('APIEmailService.getOptStatus', email_address)
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end
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# This method opts-in an email address. This method only works the first time
|
@@ -83,7 +83,7 @@ module Infusionsoft
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# reason is passed the system will default a reason of "API Opt In"
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# @return [Boolean]
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def email_optin(email_address, reason)
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-
response =
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+
response = xmlrpc('APIEmailService.optIn', email_address, reason)
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end
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# Opts-out an email address. Note that once an address is opt-out,
|
@@ -93,7 +93,7 @@ module Infusionsoft
|
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# @param [String] reason
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# @return [Boolean]
|
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def email_optout(email_address, reason)
|
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-
response =
|
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+
response = xmlrpc('APIEmailService.optOut', email_address, reason)
|
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end
|
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# This will send an email to a list of contacts, as well as record the email
|
@@ -111,7 +111,7 @@ module Infusionsoft
|
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# @return [Boolean] returns true/false if the email has been sent
|
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def email_send(contact_list, from_address, to_address, cc_addresses,
|
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bcc_addresses, content_type, subject, html_body, text_body)
|
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-
response =
|
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+
response = xmlrpc('APIEmailService.sendEmail', contact_list, from_address,
|
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to_address, cc_addresses, bcc_addresses, content_type, subject,
|
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html_body, text_body)
|
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end
|
@@ -121,9 +121,9 @@ module Infusionsoft
|
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#
|
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# @param [Array<Integer>] contact_list is an array of Contact id numbers you would like to send this email to
|
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# @param [String] The Id of the template to send
|
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-
# @return returns true if the email has been sent, an error will be sent back otherwise.
|
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+
# @return returns true if the email has been sent, an error will be sent back otherwise.
|
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def email_send_template(contact_list, template_id)
|
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-
response =
|
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+
response = xmlrpc('APIEmailService.sendEmail', contact_list, template_id)
|
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end
|
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|
@@ -144,7 +144,7 @@ module Infusionsoft
|
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# @return [Boolean] returns true/false if teamplate was updated successfully
|
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def email_update_template(id, title, category, from, to, cc, bcc, subject,
|
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text_body, html_body, content_type, merge_context)
|
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-
response =
|
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+
response = xmlrpc('APIEmailService.updateEmailTemplate', id, title, category, from,
|
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to, cc, bcc, subject, text_body, html_body, content_type, merge_context)
|
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end
|
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end
|
@@ -2,24 +2,24 @@ module Infusionsoft
|
|
2
2
|
class Client
|
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|
module File
|
4
4
|
def file_upload(contact_id, file_name, encoded_file_base64)
|
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|
-
response =
|
5
|
+
response = xmlrpc('FileService.uploadFile', contact_id, file_name, encoded_file_base64)
|
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|
end
|
7
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|
|
8
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|
# returns the Base64 encoded file contents
|
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|
def file_get(id)
|
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|
-
response =
|
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|
+
response = xmlrpc('FileService.getFile', id)
|
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|
end
|
12
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|
|
13
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|
def file_url(id)
|
14
|
-
response =
|
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|
+
response = xmlrpc('FileService.getDownloadUrl', id)
|
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|
end
|
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|
|
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|
def file_rename(id, new_name)
|
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|
-
response =
|
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|
+
response = xmlrpc('FileService.renameFile', id, new_name)
|
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|
end
|
20
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|
|
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|
def file_replace(id, encoded_file_base64)
|
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|
-
response =
|
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|
+
response = xmlrpc('FileService.replaceFile', id, encoded_file_base64)
|
23
23
|
end
|
24
24
|
end
|
25
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|
end
|
@@ -4,15 +4,15 @@ module Infusionsoft
|
|
4
4
|
module Funnel
|
5
5
|
|
6
6
|
# Achieves a goal, Returns the result of a goal being achieved.
|
7
|
-
#
|
7
|
+
#
|
8
8
|
# @param integration, string, The integration name of the goal. This defaults to the name of the app.
|
9
9
|
# @param call_name, string, The call name of the goal
|
10
10
|
# @param cid, int, The id of the contact you want to add to a sequence.
|
11
|
-
#
|
11
|
+
#
|
12
12
|
def funnel_achieve_goal(integration, call_name, cid)
|
13
|
-
response =
|
13
|
+
response = xmlrpc('FunnelService.achieveGoal', integration, call_name, cid)
|
14
14
|
end
|
15
|
-
|
15
|
+
|
16
16
|
end
|
17
17
|
end
|
18
18
|
end
|
@@ -12,7 +12,7 @@ module Infusionsoft
|
|
12
12
|
# @return [Integer] returns the invoice id
|
13
13
|
def invoice_create_blank_order(contact_id, description, order_date, lead_affiliate_id,
|
14
14
|
sale_affiliate_id)
|
15
|
-
response =
|
15
|
+
response = xmlrpc('InvoiceService.createBlankOrder', contact_id, description, order_date,
|
16
16
|
lead_affiliate_id, sale_affiliate_id)
|
17
17
|
end
|
18
18
|
|
@@ -29,7 +29,7 @@ module Infusionsoft
|
|
29
29
|
# @param [String] notes
|
30
30
|
# @return [Boolean] returns true/false if it was added successfully or not
|
31
31
|
def invoice_add_order_item(invoice_id, product_id, type, price, quantity, description, notes)
|
32
|
-
response =
|
32
|
+
response = xmlrpc('InvoiceService.addOrderItem', invoice_id, product_id, type, price,
|
33
33
|
quantity, description, notes)
|
34
34
|
end
|
35
35
|
|
@@ -44,7 +44,7 @@ module Infusionsoft
|
|
44
44
|
# 'Code' => [String], 'RefNum' => [String], 'Message' => [String]}
|
45
45
|
def invoice_charge_invoice(invoice_id, notes, credit_card_id, merchant_account_id,
|
46
46
|
bypass_commissions)
|
47
|
-
response =
|
47
|
+
response = xmlrpc('InvoiceService.chargeInvoice', invoice_id, notes, credit_card_id,
|
48
48
|
merchant_account_id, bypass_commissions)
|
49
49
|
end
|
50
50
|
|
@@ -54,7 +54,7 @@ module Infusionsoft
|
|
54
54
|
# @param [Integer] cprogram_id the id of the subscription being deleted
|
55
55
|
# @return [Boolean]
|
56
56
|
def invoice_delete_subscription(cprogram_id)
|
57
|
-
response =
|
57
|
+
response = xmlrpc('InvoiceService.deleteSubscription', cprogram_id)
|
58
58
|
end
|
59
59
|
|
60
60
|
# Creates a subscription for a contact. Subscriptions are billing automatically
|
@@ -75,7 +75,7 @@ module Infusionsoft
|
|
75
75
|
|
76
76
|
api_logger.warn "[DEPRECATION WARNING]: The invoice_add_subscription method more fully complies with Infusionsoft's published API documents. User is advised to review Infusionsoft's API and this gem's documentation for changes in parameters."
|
77
77
|
|
78
|
-
response =
|
78
|
+
response = xmlrpc('InvoiceService.addRecurringOrder', contact_id,
|
79
79
|
allow_duplicate, cprogram_id, merchant_account_id, credit_card_id,
|
80
80
|
affiliate_id, days_till_charge)
|
81
81
|
end
|
@@ -101,7 +101,7 @@ module Infusionsoft
|
|
101
101
|
qty, price, allow_tax,
|
102
102
|
merchant_account_id, credit_card_id, affiliate_id,
|
103
103
|
days_till_charge)
|
104
|
-
response =
|
104
|
+
response = xmlrpc('InvoiceService.addRecurringOrder', contact_id,
|
105
105
|
allow_duplicate, cprogram_id, qty, price, allow_tax, merchant_account_id, credit_card_id,
|
106
106
|
affiliate_id, days_till_charge)
|
107
107
|
end
|
@@ -120,7 +120,7 @@ module Infusionsoft
|
|
120
120
|
# @return [Boolean]
|
121
121
|
def invoice_add_recurring_commission_override(recurring_order_id, affiliate_id,
|
122
122
|
amount, payout_type, description)
|
123
|
-
response =
|
123
|
+
response = xmlrpc('InvoiceService.addRecurringCommissionOverride', recurring_order_id,
|
124
124
|
affiliate_id, amount, payout_type, description)
|
125
125
|
end
|
126
126
|
|
@@ -134,7 +134,7 @@ module Infusionsoft
|
|
134
134
|
# @param [Boolean] bypass_commissions
|
135
135
|
# @return [Boolean]
|
136
136
|
def invoice_add_manual_payment(invoice_id, amount, date, type, description, bypass_commissions)
|
137
|
-
response =
|
137
|
+
response = xmlrpc('InvoiceService.addManualPayment', invoice_id, amount, date, type,
|
138
138
|
description, bypass_commissions)
|
139
139
|
end
|
140
140
|
|
@@ -145,7 +145,7 @@ module Infusionsoft
|
|
145
145
|
# @param [Integer] recurring_order_id
|
146
146
|
# @return [Integer] returns the id of the invoice that was created
|
147
147
|
def invoice_create_invoice_for_recurring(recurring_order_id)
|
148
|
-
response =
|
148
|
+
response = xmlrpc('InvoiceService.createInvoiceForRecurring', recurring_order_id)
|
149
149
|
end
|
150
150
|
|
151
151
|
# Adds a payment plan to an existing invoice.
|
@@ -168,7 +168,7 @@ module Infusionsoft
|
|
168
168
|
merchant_account_id, days_between_retry, max_retry,
|
169
169
|
initial_payment_amount, initial_payment_date, plan_start_date,
|
170
170
|
number_of_payments, days_between_payments)
|
171
|
-
response =
|
171
|
+
response = xmlrpc('InvoiceService.addPaymentPlan', invoice_id, auto_charge,
|
172
172
|
credit_card_id, merchant_account_id, days_between_retry, max_retry,
|
173
173
|
initial_payment_amount, initial_payment_date, plan_start_date, number_of_payments,
|
174
174
|
days_between_payments)
|
@@ -179,14 +179,14 @@ module Infusionsoft
|
|
179
179
|
# @param [Integer] invoice_id
|
180
180
|
# @return [Float]
|
181
181
|
def invoice_calculate_amount_owed(invoice_id)
|
182
|
-
response =
|
182
|
+
response = xmlrpc('InvoiceService.calculateAmountOwed', invoice_id)
|
183
183
|
end
|
184
184
|
|
185
185
|
# Retrieve all Payment Types currently setup under the Order Settings section of Infusionsoft.
|
186
186
|
#
|
187
187
|
# @return [Array]
|
188
188
|
def invoice_get_all_payment_otpions
|
189
|
-
response =
|
189
|
+
response = xmlrpc('InvoiceService.getAllPaymentOptions')
|
190
190
|
end
|
191
191
|
|
192
192
|
# Retrieves all payments for a given invoice.
|
@@ -194,7 +194,7 @@ module Infusionsoft
|
|
194
194
|
# @param [Integer] invoice_id
|
195
195
|
# @return [Array<Hash>] returns an array of payments
|
196
196
|
def invoice_get_payments(invoice_id)
|
197
|
-
response =
|
197
|
+
response = xmlrpc('Invoice.getPayments', invoice_id)
|
198
198
|
end
|
199
199
|
|
200
200
|
# Locates an existing card in the system for a contact, using the last 4 digits.
|
@@ -203,7 +203,7 @@ module Infusionsoft
|
|
203
203
|
# @param [Integer] last_four
|
204
204
|
# @return [Integer] returns the id of the credit card
|
205
205
|
def invoice_locate_existing_card(contact_id, last_four)
|
206
|
-
response =
|
206
|
+
response = xmlrpc('InvoiceService.locateExistingCard', contact_id, last_four)
|
207
207
|
end
|
208
208
|
|
209
209
|
# Calculates tax, and places it onto the given invoice.
|
@@ -211,7 +211,7 @@ module Infusionsoft
|
|
211
211
|
# @param [Integer] invoice_id
|
212
212
|
# @return [Boolean]
|
213
213
|
def invoice_recalculate_tax(invoice_id)
|
214
|
-
response =
|
214
|
+
response = xmlrpc('InvoiceService.recalculateTax', invoice_id)
|
215
215
|
end
|
216
216
|
|
217
217
|
# This will validate a credit card in the system.
|
@@ -219,7 +219,7 @@ module Infusionsoft
|
|
219
219
|
# @param [Integer] credit_card_id if the card is already in the system
|
220
220
|
# @return [Hash] returns a hash { 'Valid' => false, 'Message' => 'Card is expired' }
|
221
221
|
def invoice_validate_card(credit_card_id)
|
222
|
-
response =
|
222
|
+
response = xmlrpc('InvoiceService.validateCreditCard', credit_card_id)
|
223
223
|
end
|
224
224
|
|
225
225
|
# This will validate a credit card by passing in values of the
|
@@ -228,14 +228,14 @@ module Infusionsoft
|
|
228
228
|
# @param [Hash] data
|
229
229
|
# @return [Hash] returns a hash { 'Valid' => false, 'Message' => 'Card is expired' }
|
230
230
|
def invoice_validate_card(data)
|
231
|
-
response =
|
231
|
+
response = xmlrpc('InvoiceService.validateCreditCard', data)
|
232
232
|
end
|
233
233
|
|
234
234
|
# Retrieves the shipping options currently setup for the Infusionsoft shopping cart.
|
235
235
|
#
|
236
236
|
# @return [Array]
|
237
237
|
def invoice_get_all_shipping_options
|
238
|
-
response =
|
238
|
+
response = xmlrpc('Invoice.getAllShippingOptions')
|
239
239
|
end
|
240
240
|
|
241
241
|
# Changes the next bill date on a subscription.
|
@@ -244,7 +244,7 @@ module Infusionsoft
|
|
244
244
|
# @param [Date] next_bill_date
|
245
245
|
# @return [Boolean]
|
246
246
|
def invoice_update_recurring_next_bill_date(job_recurring_id, next_bill_date)
|
247
|
-
response =
|
247
|
+
response = xmlrpc('InvoiceService.updateJobRecurringNextBillDate', job_recurring_id, next_bill_date)
|
248
248
|
end
|
249
249
|
|
250
250
|
|
@@ -263,7 +263,7 @@ module Infusionsoft
|
|
263
263
|
# @return [Boolean]
|
264
264
|
def invoice_add_order_commission_override(invoice_id, affiliate_id, product_id, percentage,
|
265
265
|
amount, payout_type, description, date)
|
266
|
-
response =
|
266
|
+
response = xmlrpc('InvoiceService.addOrderCommissionOverride', invoice_id, affiliate_id,
|
267
267
|
product_id, percentage, amount, payout_type, description, date)
|
268
268
|
end
|
269
269
|
|
@@ -281,7 +281,7 @@ module Infusionsoft
|
|
281
281
|
# should count towards affiliate commissions.)
|
282
282
|
|
283
283
|
def add_manual_payment(invoice_id, amount, date, payment_type, description, bypass_commission)
|
284
|
-
response =
|
284
|
+
response = xmlrpc('InvoiceService.addManualPayment', invoice_id, amount,
|
285
285
|
date, payment_type, description, bypass_commission)
|
286
286
|
end
|
287
287
|
|
@@ -290,14 +290,14 @@ module Infusionsoft
|
|
290
290
|
def invoice_add_recurring_order_with_price(contact_id, allow_duplicate, cprogram_id, qty,
|
291
291
|
price, allow_tax, merchant_account_id,
|
292
292
|
credit_card_id, affiliate_id, days_till_charge)
|
293
|
-
response =
|
293
|
+
response = xmlrpc('InvoiceService.addRecurringOrder', contact_id, allow_duplicate,
|
294
294
|
cprogram_id, qty, price, allow_tax, merchant_account_id, credit_card_id,
|
295
295
|
affiliate_id, days_till_charge)
|
296
296
|
end
|
297
297
|
|
298
298
|
# Deprecated - returns the invoice id from a one time order.
|
299
299
|
def invoice_get_invoice_id(order_id)
|
300
|
-
response =
|
300
|
+
response = xmlrpc('InvoiceService.getInvoiceId', order_id)
|
301
301
|
end
|
302
302
|
end
|
303
303
|
end
|
@@ -1,15 +1,15 @@
|
|
1
1
|
module Infusionsoft
|
2
2
|
class Client
|
3
|
-
# The SearchService allows you to retrieve the results of saved searches and reports that
|
4
|
-
# have been saved within Infusionsoft. Saved searches/reports are tied to the User that
|
5
|
-
# created them. This service also allows you to utilize the quick search function found in
|
3
|
+
# The SearchService allows you to retrieve the results of saved searches and reports that
|
4
|
+
# have been saved within Infusionsoft. Saved searches/reports are tied to the User that
|
5
|
+
# created them. This service also allows you to utilize the quick search function found in
|
6
6
|
# the upper right hand corner of your Infusionsoft application.
|
7
7
|
|
8
|
-
# @note In order to retrieve the id number for saved searches you will need to utilize
|
9
|
-
# the data_query method and query the table called SavedFilter based on the user_id
|
10
|
-
# you are looking for the saved search Id for. Also note that UserId field on the
|
11
|
-
# SavedFilter table can contain multiple userId’s separated by a comma, so if you are
|
12
|
-
# querying for a report created by userId 6, I recommend appending the wildcard to the
|
8
|
+
# @note In order to retrieve the id number for saved searches you will need to utilize
|
9
|
+
# the data_query method and query the table called SavedFilter based on the user_id
|
10
|
+
# you are looking for the saved search Id for. Also note that UserId field on the
|
11
|
+
# SavedFilter table can contain multiple userId’s separated by a comma, so if you are
|
12
|
+
# querying for a report created by userId 6, I recommend appending the wildcard to the
|
13
13
|
# end of the userId. Something like $query = array( ‘UserId’ => ’6%’ );
|
14
14
|
module Search
|
15
15
|
# Gets all possible fields/columns available for return on a saved search/report.
|
@@ -18,7 +18,7 @@ module Infusionsoft
|
|
18
18
|
# @param [Integer] user_id the user id who the saved search is assigned to
|
19
19
|
# @return [Hash]
|
20
20
|
def search_get_all_report_columns(saved_search_id, user_id)
|
21
|
-
response =
|
21
|
+
response = xmlrpc('SearchService.getAllReportColumns', saved_search_id, user_id)
|
22
22
|
end
|
23
23
|
|
24
24
|
# Runs a saved search/report and returns all possible fields.
|
@@ -28,19 +28,19 @@ module Infusionsoft
|
|
28
28
|
# @param [Integer] page_number
|
29
29
|
# @return [Hash]
|
30
30
|
def search_get_saved_search_results(saved_search_id, user_id, page_number)
|
31
|
-
response =
|
31
|
+
response = xmlrpc('SearchService.getSavedSearchResultsAllFields', saved_search_id,
|
32
32
|
user_id, page_number)
|
33
33
|
end
|
34
34
|
|
35
35
|
# This is used to find what possible quick searches the given user has access to.
|
36
36
|
#
|
37
37
|
# @param [Integer] user_id
|
38
|
-
# @return [Array]
|
38
|
+
# @return [Array]
|
39
39
|
def search_get_available_quick_searches(user_id)
|
40
|
-
response =
|
40
|
+
response = xmlrpc('SearchService.getAvailableQuickSearches', user_id)
|
41
41
|
end
|
42
42
|
|
43
|
-
# This allows you to run a quick search via the API. The quick search is the
|
43
|
+
# This allows you to run a quick search via the API. The quick search is the
|
44
44
|
# search bar in the upper right hand corner of the Infusionsoft application
|
45
45
|
#
|
46
46
|
# @param [String] search_type the type of search (Person, Order, Opportunity, Company, Task,
|
@@ -51,7 +51,7 @@ module Infusionsoft
|
|
51
51
|
# @param [Integer] limit max is 1000
|
52
52
|
# @return [Array<Hash>]
|
53
53
|
def search_quick_search(search_type, user_id, search_data, page, limit)
|
54
|
-
response =
|
54
|
+
response = xmlrpc('SearchService.quickSearch', search_type, user_id, search_data, page, limit)
|
55
55
|
end
|
56
56
|
|
57
57
|
# Retrieves the quick search type that the given users has set as their default.
|
@@ -59,7 +59,7 @@ module Infusionsoft
|
|
59
59
|
# @param [Integer] user_id
|
60
60
|
# @return [String] the quick search type that the given user selected as their default
|
61
61
|
def search_get_default_search_type(user_id)
|
62
|
-
response =
|
62
|
+
response = xmlrpc('SearchService.getDefaultQuickSearch', user_id)
|
63
63
|
end
|
64
64
|
end
|
65
65
|
end
|
@@ -2,15 +2,15 @@ module Infusionsoft
|
|
2
2
|
class Client
|
3
3
|
module Ticket
|
4
4
|
# add move notes to existing tickets
|
5
|
-
def ticket_add_move_notes(ticket_list, move_notes,
|
5
|
+
def ticket_add_move_notes(ticket_list, move_notes,
|
6
6
|
move_to_stage_id, notify_ids)
|
7
|
-
response =
|
7
|
+
response = xmlrpc('ServiceCallService.addMoveNotes', ticket_list,
|
8
8
|
move_notes, move_to_stage_id, notify_ids)
|
9
9
|
end
|
10
10
|
|
11
11
|
# add move notes to existing tickets
|
12
12
|
def ticket_move_stage(ticket_id, ticket_stage, move_notes, notify_ids)
|
13
|
-
response =
|
13
|
+
response = xmlrpc('ServiceCallService.moveTicketStage',
|
14
14
|
ticket_id, ticket_stage, move_notes, notify_ids)
|
15
15
|
end
|
16
16
|
end
|
data/lib/infusionsoft/request.rb
CHANGED
@@ -1,34 +1,58 @@
|
|
1
|
+
require 'rest-client'
|
2
|
+
|
1
3
|
module Infusionsoft
|
2
4
|
# Incase Infusionsoft ever creates a restful API :)
|
3
5
|
module Request
|
6
|
+
def xmlrpc(service_call, *args)
|
7
|
+
connection(service_call, *args)
|
8
|
+
end
|
9
|
+
|
4
10
|
# Perform an GET request
|
5
|
-
def get(
|
6
|
-
request(:get,
|
11
|
+
def get(path, token, query: {})
|
12
|
+
request(:get, path, token, query: query )
|
7
13
|
end
|
8
14
|
|
9
|
-
def post(path,
|
10
|
-
request(:post, path,
|
15
|
+
def post(path, token, query: {}, payload: {})
|
16
|
+
request(:post, path, token, query, payload)
|
11
17
|
end
|
12
18
|
|
13
19
|
# Perform an HTTP PUT request
|
14
|
-
def put(path,
|
15
|
-
request(:put, path,
|
20
|
+
def put(path, token, query: {}, payload: {})
|
21
|
+
request(:put, path, token, query, payload)
|
16
22
|
end
|
17
23
|
|
18
|
-
# Perform an HTTP
|
19
|
-
def
|
20
|
-
request(:
|
24
|
+
# Perform an HTTP PATCH request
|
25
|
+
def patch(path, token, query: {}, payload: {})
|
26
|
+
request(:patch, path, token, query, payload)
|
21
27
|
end
|
22
28
|
|
29
|
+
# Perform an HTTP DELETE request
|
30
|
+
def delete(path, token, query: {})
|
31
|
+
request(:delete, path, token, query)
|
32
|
+
end
|
23
33
|
|
24
34
|
private
|
25
35
|
|
26
36
|
# Perform request
|
27
|
-
def request(method,
|
28
|
-
|
29
|
-
|
30
|
-
|
31
|
-
|
37
|
+
def request(method, path, token, query={}, payload={})
|
38
|
+
path = "/#{path}" unless path.start_with?('/')
|
39
|
+
header = {
|
40
|
+
authorization: "Bearer #{token.access_token}",
|
41
|
+
content_type: :json,
|
42
|
+
accept: :json,
|
43
|
+
params: query
|
44
|
+
}
|
45
|
+
opts = {
|
46
|
+
method: method,
|
47
|
+
url: "https://api.infusionsoft.com/crm/rest/v1" + path,
|
48
|
+
headers: header
|
49
|
+
}
|
50
|
+
opts.merge!( { payload: payload.to_json }) unless payload.empty?
|
51
|
+
resp = RestClient::Request.execute(opts)
|
52
|
+
rescue RestClient::ExceptionWithResponse => err
|
53
|
+
# log error?
|
54
|
+
else
|
55
|
+
return JSON.parse(resp.body) if resp.body # Some calls respond w nothing
|
32
56
|
end
|
33
57
|
end
|
34
58
|
end
|
@@ -0,0 +1,77 @@
|
|
1
|
+
require 'rest-client'
|
2
|
+
require 'uri'
|
3
|
+
require 'json'
|
4
|
+
|
5
|
+
module Infusionsoft
|
6
|
+
module Rest
|
7
|
+
|
8
|
+
class Token
|
9
|
+
attr_accessor :access_token, :refresh_token, :expiration
|
10
|
+
|
11
|
+
def initialize(token_params)
|
12
|
+
@access_token = token_params[:access_token] || token_params["access_token"]
|
13
|
+
@refresh_token = token_params[:refresh_token] || token_params["refresh_token"]
|
14
|
+
@expiration = token_params[:expiration] if token_params[:expiration]
|
15
|
+
|
16
|
+
if token_params[:expires_in] || token_params["expires_in"]
|
17
|
+
@expiration = Time.now + (token_params[:expires_in] || token_params["expires_in"])
|
18
|
+
end
|
19
|
+
end
|
20
|
+
|
21
|
+
def valid?
|
22
|
+
Time.now < expiration
|
23
|
+
end
|
24
|
+
|
25
|
+
class << self
|
26
|
+
def auth_url(client_id, redirect_uri)
|
27
|
+
params = {
|
28
|
+
client_id: client_id,
|
29
|
+
redirect_uri: redirect_uri,
|
30
|
+
scope: 'full',
|
31
|
+
response_type: 'code'
|
32
|
+
}
|
33
|
+
|
34
|
+
uri = URI::HTTPS.build({host: "signin.infusionsoft.com", path: "/app/oauth/authorize", query: URI.encode_www_form(params)})
|
35
|
+
uri.to_s
|
36
|
+
end
|
37
|
+
|
38
|
+
def refresh(client_id, client_secret, refresh_token)
|
39
|
+
params = {
|
40
|
+
grant_type: 'refresh_token',
|
41
|
+
refresh_token: refresh_token,
|
42
|
+
}
|
43
|
+
|
44
|
+
header = { "Authorization": "Basic " + Base64.urlsafe_encode64("#{client_id}:#{client_secret}")}
|
45
|
+
|
46
|
+
response = RestClient.post("https://api.infusionsoft.com/token", params, header)
|
47
|
+
|
48
|
+
rescue RestClient::ExceptionWithResponse => e
|
49
|
+
#TODO what to do here?
|
50
|
+
false
|
51
|
+
else
|
52
|
+
token_params = JSON.parse(response.body)
|
53
|
+
self.new(token_params)
|
54
|
+
end
|
55
|
+
|
56
|
+
def get_token(client_id, client_secret, redirect_uri, code)
|
57
|
+
params = {
|
58
|
+
client_id: client_id,
|
59
|
+
client_secret: client_secret,
|
60
|
+
redirect_uri: redirect_uri,
|
61
|
+
code: code,
|
62
|
+
grant_type: 'authorization_code',
|
63
|
+
}
|
64
|
+
|
65
|
+
response = RestClient.post("https://api.infusionsoft.com/token", params)
|
66
|
+
rescue RestClient::ExceptionWithResponse => e
|
67
|
+
# TODO: what to do here
|
68
|
+
false
|
69
|
+
else
|
70
|
+
token_params = JSON.parse(response.body)
|
71
|
+
self.new(token_params)
|
72
|
+
end
|
73
|
+
end
|
74
|
+
end
|
75
|
+
|
76
|
+
end
|
77
|
+
end
|
data/lib/infusionsoft/version.rb
CHANGED
data/test/client/contact_test.rb
CHANGED
@@ -24,7 +24,6 @@ class ContactTest < Test::Unit::TestCase
|
|
24
24
|
existing_contact = Infusionsoft.contact_load(3606, [:Id, :FirstName, :LastName, :Email, :Company])
|
25
25
|
result = Infusionsoft.contact_add_with_dup_check(data_hash, 'EmailAndName')
|
26
26
|
assert_equal result, existing_contact['Id']
|
27
|
-
assert_equal Infusionsoft.contact_load(existing_contact['Id'], [:Company])['Company'], data_hash[:Company]
|
28
27
|
end
|
29
28
|
end
|
30
29
|
|
data/test/test_helper.rb
CHANGED
@@ -2,10 +2,10 @@ require 'coveralls'
|
|
2
2
|
Coveralls.wear!
|
3
3
|
|
4
4
|
require 'simplecov'
|
5
|
-
SimpleCov.formatter = SimpleCov::Formatter::MultiFormatter[
|
5
|
+
SimpleCov.formatter = SimpleCov::Formatter::MultiFormatter.new([
|
6
6
|
SimpleCov::Formatter::HTMLFormatter,
|
7
7
|
Coveralls::SimpleCov::Formatter
|
8
|
-
]
|
8
|
+
])
|
9
9
|
SimpleCov.start do
|
10
10
|
add_filter '/vendor/'
|
11
11
|
add_filter '/.bundle/'
|
metadata
CHANGED
@@ -1,14 +1,14 @@
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
2
2
|
name: infusionsoft
|
3
3
|
version: !ruby/object:Gem::Version
|
4
|
-
version: 1.3.
|
4
|
+
version: 1.3.5
|
5
5
|
platform: ruby
|
6
6
|
authors:
|
7
7
|
- Nathan Leavitt
|
8
8
|
autorequire:
|
9
9
|
bindir: bin
|
10
10
|
cert_chain: []
|
11
|
-
date:
|
11
|
+
date: 2020-08-06 00:00:00.000000000 Z
|
12
12
|
dependencies:
|
13
13
|
- !ruby/object:Gem::Dependency
|
14
14
|
name: rake
|
@@ -24,6 +24,34 @@ dependencies:
|
|
24
24
|
- - ">="
|
25
25
|
- !ruby/object:Gem::Version
|
26
26
|
version: '0'
|
27
|
+
- !ruby/object:Gem::Dependency
|
28
|
+
name: xmlrpc
|
29
|
+
requirement: !ruby/object:Gem::Requirement
|
30
|
+
requirements:
|
31
|
+
- - ">="
|
32
|
+
- !ruby/object:Gem::Version
|
33
|
+
version: '0'
|
34
|
+
type: :runtime
|
35
|
+
prerelease: false
|
36
|
+
version_requirements: !ruby/object:Gem::Requirement
|
37
|
+
requirements:
|
38
|
+
- - ">="
|
39
|
+
- !ruby/object:Gem::Version
|
40
|
+
version: '0'
|
41
|
+
- !ruby/object:Gem::Dependency
|
42
|
+
name: rest-client
|
43
|
+
requirement: !ruby/object:Gem::Requirement
|
44
|
+
requirements:
|
45
|
+
- - ">="
|
46
|
+
- !ruby/object:Gem::Version
|
47
|
+
version: '0'
|
48
|
+
type: :runtime
|
49
|
+
prerelease: false
|
50
|
+
version_requirements: !ruby/object:Gem::Requirement
|
51
|
+
requirements:
|
52
|
+
- - ">="
|
53
|
+
- !ruby/object:Gem::Version
|
54
|
+
version: '0'
|
27
55
|
description: A Ruby wrapper written for the Infusionsoft API
|
28
56
|
email:
|
29
57
|
- nateleavitt@gmail.com
|
@@ -58,6 +86,7 @@ files:
|
|
58
86
|
- lib/infusionsoft/exception_handler.rb
|
59
87
|
- lib/infusionsoft/exceptions.rb
|
60
88
|
- lib/infusionsoft/request.rb
|
89
|
+
- lib/infusionsoft/rest/token.rb
|
61
90
|
- lib/infusionsoft/version.rb
|
62
91
|
- test/client/contact_test.rb
|
63
92
|
- test/client/data_test.rb
|
@@ -113,11 +142,11 @@ required_ruby_version: !ruby/object:Gem::Requirement
|
|
113
142
|
version: '0'
|
114
143
|
required_rubygems_version: !ruby/object:Gem::Requirement
|
115
144
|
requirements:
|
116
|
-
- - "
|
145
|
+
- - ">="
|
117
146
|
- !ruby/object:Gem::Version
|
118
|
-
version: 1.3.
|
147
|
+
version: 1.3.6
|
119
148
|
requirements: []
|
120
|
-
rubygems_version: 3.
|
149
|
+
rubygems_version: 3.1.2
|
121
150
|
signing_key:
|
122
151
|
specification_version: 4
|
123
152
|
summary: Ruby wrapper for the Infusionsoft API
|