monday_ruby 1.0.0 → 1.2.0

data/docs/explanation/architecture.md

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+# Architecture Overview
+
+This document explains the architectural design of the monday_ruby gem, exploring how its components work together and why they're designed this way.
+
+## Table of Contents
+
+- [Overall Architecture](#overall-architecture)
+- [The Client-Resource Pattern](#the-client-resource-pattern)
+- [Dynamic Resource Initialization](#dynamic-resource-initialization)
+- [GraphQL Query Building](#graphql-query-building)
+- [Request-Response Flow](#request-response-flow)
+- [Error Handling Architecture](#error-handling-architecture)
+- [Alternative Approaches](#alternative-approaches)
+
+## Overall Architecture
+
+The monday_ruby gem is built around a **client-resource architecture** that wraps the monday.com GraphQL API in Ruby classes. Rather than exposing raw GraphQL queries or providing REST-style endpoints, the gem presents a resource-oriented interface that feels natural to Ruby developers.
+
+The architecture consists of three main layers:
+
+1. **Client Layer** - The entry point that handles authentication, configuration, and HTTP communication
+2. **Resource Layer** - Domain-specific classes for each monday.com resource (Board, Item, Group, etc.)
+3. **Utility Layer** - Shared components for GraphQL query construction, error handling, and HTTP requests
+
+This layered approach creates clear separation of concerns: resources focus on domain logic and query construction, the client handles communication, and utilities provide shared functionality.
+
+## The Client-Resource Pattern
+
+### Why This Pattern?
+
+The client-resource pattern emerged from several design goals:
+
+**1. Encapsulation of GraphQL Complexity**
+
+monday.com's API is built on GraphQL, which is powerful but verbose. While GraphQL gives developers fine-grained control over data fetching, it requires understanding schema structure, query syntax, and field relationships. The client-resource pattern shields users from this complexity.
+
+Instead of writing:
+```ruby
+query = "query{boards(ids: [123]){id name description items{id name}}}"
+# Now figure out how to execute this...
+```
+
+Users work with Ruby methods:
+```ruby
+client = Monday::Client.new(token: "...")
+client.board.query(args: {ids: [123]}, select: ["id", "name", "description"])
+```
+
+**2. Natural Organization by Domain**
+
+monday.com has distinct concepts: boards, items, groups, columns, updates, workspaces, etc. By creating a resource class for each concept, the gem mirrors monday.com's domain model. Users can discover functionality by exploring resources that match their mental model of monday.com.
+
+**3. Shared Infrastructure**
+
+All resources share common needs: authentication, error handling, HTTP communication, and query building. The client-resource pattern allows resources to inherit shared behavior from `Resources::Base` while delegating infrastructure concerns to the client.
+
+### How It Works
+
+The pattern involves two main components:
+
+**The Client** (`/Users/sanifhimani/Development/monday_ruby/lib/monday/client.rb`)
+
+The client is initialized with configuration and creates instances of all resource classes:
+
+```ruby
+def initialize(config_args = {})
+  @config = configure(config_args)
+  Resources.initialize(self)
+end
+```
+
+The client provides:
+- Configuration management (tokens, endpoints, timeouts)
+- Request execution (`make_request`)
+- Response handling and error raising
+- HTTP header construction
+
+**Resources** (`/Users/sanifhimani/Development/monday_ruby/lib/monday/resources/`)
+
+Each resource class inherits from `Resources::Base` and receives a reference to the client:
+
+```ruby
+class Base
+  attr_reader :client
+
+  def initialize(client)
+    @client = client
+  end
+
+  protected
+
+  def make_request(query)
+    client.make_request(query)
+  end
+end
+```
+
+Resources build GraphQL queries and delegate execution to the client. For example, `Board#query`:
+
+```ruby
+def query(args: {}, select: DEFAULT_SELECT)
+  request_query = "query{boards#{Util.format_args(args)}{#{Util.format_select(select)}}}"
+  make_request(request_query)
+end
+```
+
+This separation means resources focus on "what" to query, while the client handles "how" to execute it.
+
+## Dynamic Resource Initialization
+
+One of the most interesting aspects of the architecture is how resources are automatically discovered and attached to the client.
+
+### The Mechanism
+
+The `Resources` module (`/Users/sanifhimani/Development/monday_ruby/lib/monday/resources.rb`) uses Ruby metaprogramming to dynamically initialize resources:
+
+```ruby
+def self.initialize(client)
+  constants.each do |constant|
+    resource_class = const_get(constant)
+    resource_name = constant.to_s.gsub(/([a-z\d])([A-Z])/, '\1_\2').downcase
+    client.instance_variable_set("@#{resource_name}", resource_class.new(client))
+    define_resource_accessor(client, resource_name) unless client.class.method_defined?(resource_name)
+  end
+end
+```
+
+This code:
+1. Iterates over all constants in the `Resources` module (which are the resource classes)
+2. Converts class names to snake_case (`Board` → `board`, `BoardView` → `board_view`)
+3. Creates an instance of each resource, passing the client
+4. Sets it as an instance variable on the client
+5. Defines an attr_reader for accessing the resource
+
+### Why This Approach?
+
+This dynamic initialization provides several benefits:
+
+**1. Automatic Registration**
+
+Adding a new resource is as simple as creating a file in `lib/monday/resources/`. The file is automatically loaded (via `Dir[File.join(__dir__, "resources", "*.rb")].sort.each { |file| require file }`), and the resource becomes available on the client. No manual registration needed.
+
+**2. Consistent Interface**
+
+All resources follow the same naming convention automatically. `Board` becomes `client.board`, `ActivityLog` becomes `client.activity_log`. Developers can predict the accessor name from the class name.
+
+**3. Single Responsibility**
+
+Resources don't need to know about initialization logic. They simply inherit from `Base` and implement their methods. The `Resources` module handles the metaprogramming.
+
+**4. Extensibility**
+
+Third-party code could extend the `Resources` module with additional classes, and they would automatically be initialized and available on the client.
+
+### Trade-offs
+
+This approach has some trade-offs:
+
+- **Implicit Behavior**: The client's interface isn't explicitly defined in code. You must look at the resources directory to know what methods are available.
+- **IDE Support**: Some IDEs struggle with dynamically defined methods, making autocomplete harder.
+- **Debugging**: Metaprogramming can make stack traces more complex.
+
+However, the benefits of automatic registration and consistency outweigh these concerns for a library like this, where resources map cleanly to domain concepts.
+
+## GraphQL Query Building
+
+The gem translates Ruby method calls into GraphQL queries through the `Util` class (`/Users/sanifhimani/Development/monday_ruby/lib/monday/util.rb`).
+
+### The Challenge
+
+GraphQL has specific syntax requirements:
+
+```graphql
+query {
+  boards(ids: [123, 456], limit: 10) {
+    id
+    name
+    items {
+      id
+      name
+    }
+  }
+}
+```
+
+The gem needs to convert Ruby hashes and arrays into this format while handling:
+- Arguments: `{ids: [123, 456]}` → `(ids: [123, 456])`
+- Field selection: `["id", "name", {"items" => ["id"]}]` → `id name items { id }`
+- Value formatting: strings need quotes, integers don't, symbols are literals
+- Nested structures: arrays within hashes, hashes within arrays
+
+### The Solution
+
+The `Util` class provides two main methods:
+
+**`Util.format_args`** - Converts Ruby hashes to GraphQL arguments:
+
+```ruby
+Util.format_args({board_name: "My Board", workspace_id: 123})
+# => "(board_name: \"My Board\", workspace_id: 123)"
+```
+
+It handles:
+- String escaping (wrapping strings in quotes)
+- Integer preservation (no quotes)
+- JSON encoding for complex hashes (double-encoded for monday.com's API)
+- Array formatting
+- Symbol pass-through (for GraphQL enum values)
+
+**`Util.format_select`** - Converts Ruby arrays/hashes to field selection:
+
+```ruby
+Util.format_select(["id", "name", {"items" => ["id", "name"]}])
+# => "id name items { id name }"
+```
+
+It recursively processes arrays and hashes to create nested field selections.
+
+### Why String Building?
+
+The gem builds queries as strings rather than using a GraphQL client library like `graphql-client`. This design choice has important implications:
+
+**Advantages:**
+- **Simplicity**: No external GraphQL dependencies, just string manipulation
+- **Transparency**: Generated queries are easy to debug (just print the string)
+- **Flexibility**: Can support any GraphQL feature monday.com adds without library updates
+- **Performance**: No query parsing or AST construction overhead
+
+**Disadvantages:**
+- **No validation**: Malformed queries aren't caught until the API responds
+- **String escaping**: Must manually handle special characters and injection risks
+- **No type safety**: Can't verify field names or argument types at build time
+
+For this gem, simplicity and transparency outweigh validation benefits. The monday.com API provides clear error messages when queries are malformed, and the gem's error handling surfaces these to users.
+
+## Request-Response Flow
+
+Understanding how requests flow through the system illuminates the architecture's design.
+
+### The Complete Flow
+
+1. **User calls a resource method**
+   ```ruby
+   client.board.query(args: {ids: [123]}, select: ["id", "name"])
+   ```
+
+2. **Resource builds a GraphQL query string**
+   ```ruby
+   # Inside Board#query
+   request_query = "query{boards(ids: [123]){id name}}"
+   ```
+
+3. **Resource calls `make_request` (inherited from Base)**
+   ```ruby
+   make_request(request_query)
+   # Delegates to client.make_request(request_query)
+   ```
+
+4. **Client executes the HTTP request**
+   ```ruby
+   # Inside Client#make_request
+   response = Request.post(uri, body, request_headers, ...)
+   ```
+
+5. **Request.post wraps Net::HTTP**
+   ```ruby
+   # Inside Request.post
+   http = Net::HTTP.new(uri.host, uri.port)
+   request = Net::HTTP::Post.new(uri.request_uri, headers)
+   request.body = {"query" => query}.to_json
+   http.request(request)
+   ```
+
+6. **Response is wrapped in Monday::Response**
+   ```ruby
+   # Back in Client#make_request
+   handle_response(Response.new(response))
+   ```
+
+7. **Client checks for errors**
+   ```ruby
+   # Inside Client#handle_response
+   return response if response.success?
+   raise_errors(response)
+   ```
+
+8. **Response returned to user**
+   ```ruby
+   response.body # => {"data" => {"boards" => [...]}}
+   ```
+
+### Why This Flow?
+
+This multi-step flow might seem complex, but each layer has a purpose:
+
+**Resources**: Know the domain and GraphQL schema structure
+**Client**: Manages authentication and error handling
+**Request**: Abstracts HTTP details
+**Response**: Provides a consistent interface to raw HTTP responses
+
+This separation allows each component to change independently. For example:
+- Resources can be added without changing the client
+- The HTTP library could be swapped without touching resources
+- Error handling logic is centralized in one place
+
+## Error Handling Architecture
+
+monday.com's API returns errors in multiple ways, and the gem's error handling architecture deals with this complexity.
+
+### The Problem
+
+Errors can appear as:
+
+1. **HTTP status codes**: 401, 403, 404, 429, 500
+2. **Error codes in the response body**: `ComplexityException`, `InvalidBoardIdException`, etc.
+3. **GraphQL errors array**: `{"errors": [{"message": "...", "extensions": {"code": "..."}}]}`
+
+Additionally, monday.com returns HTTP 200 for some errors (like malformed GraphQL queries), with error details in the response body.
+
+### The Solution
+
+The gem uses a two-tier error detection system:
+
+**Tier 1: HTTP Status Codes** (`Client#default_exception`)
+
+```ruby
+def default_exception(response)
+  Util.status_code_exceptions_mapping(response.status).new(response: response)
+end
+```
+
+Maps status codes to exception classes:
+- 401/403 → `AuthorizationError`
+- 404 → `ResourceNotFoundError`
+- 429 → `RateLimitError`
+- 500 → `InternalServerError`
+
+**Tier 2: Response Body Error Codes** (`Client#response_exception`)
+
+```ruby
+def response_exception(response)
+  error_code = response_error_code(response)
+  exception_klass, code = Util.response_error_exceptions_mapping(error_code)
+  exception_klass.new(message: error_code, response: response, code: code)
+end
+```
+
+Extracts error codes from multiple possible locations:
+- `response.body["error_code"]`
+- `response.body.dig("errors", 0, "extensions", "code")`
+- `response.body.dig("errors", 0, "extensions", "error_code")`
+
+Then maps them to specific exceptions like `ComplexityError`, `InvalidBoardIdException`, etc.
+
+### Success Detection
+
+The `Response#success?` method combines both checks:
+
+```ruby
+def success?
+  (200..299).cover?(status) && !errors?
+end
+
+def errors?
+  (parse_body.keys & ERROR_OBJECT_KEYS).any?
+end
+```
+
+A response is only successful if:
+1. HTTP status is 2xx
+2. Response body doesn't contain `errors`, `error_code`, or `error_message` keys
+
+This handles monday.com's quirk of returning 200 for GraphQL errors.
+
+### Exception Hierarchy
+
+All exceptions inherit from `Monday::Error`, allowing users to rescue all monday.com errors with a single rescue clause:
+
+```ruby
+begin
+  client.board.query(...)
+rescue Monday::Error => e
+  puts "API error: #{e.message}"
+  puts "Response: #{e.response.body}"
+end
+```
+
+Specific exceptions allow targeted error handling:
+
+```ruby
+rescue Monday::RateLimitError => e
+  sleep(60)
+  retry
+rescue Monday::AuthorizationError => e
+  refresh_token
+  retry
+```
+
+### Why This Complexity?
+
+The error handling is complex because it must handle:
+- monday.com's evolving API (new error codes appear)
+- Multiple error code formats (monday.com changed formats over time)
+- HTTP vs. application-level errors
+- User expectations (want specific exception types, but also a catch-all)
+
+The architecture provides specificity when needed, but gracefully degrades to generic `Monday::Error` for unknown error codes.
+
+## Alternative Approaches
+
+To understand why monday_ruby is designed this way, it's useful to consider alternatives.
+
+### Alternative 1: Direct GraphQL Client
+
+The gem could expose a thin wrapper around a GraphQL client:
+
+```ruby
+client = Monday::Client.new(token: "...")
+query = <<~GRAPHQL
+  query {
+    boards(ids: [123]) {
+      id
+      name
+    }
+  }
+GRAPHQL
+
+response = client.execute(query)
+```
+
+**Trade-offs:**
+- ✅ Maximum flexibility - can use any GraphQL feature
+- ✅ Familiar to GraphQL users
+- ❌ Requires GraphQL knowledge
+- ❌ Verbose for common operations
+- ❌ No Ruby-idiomatic interface
+- ❌ Error handling less structured
+
+This approach is better for users who already know GraphQL and want full control. monday_ruby prioritizes ease of use for Ruby developers who may not know GraphQL.
+
+### Alternative 2: REST-Style Interface
+
+The gem could mimic REST APIs:
+
+```ruby
+client = Monday::Client.new(token: "...")
+boards = client.get("/boards", params: {ids: [123]})
+item = client.post("/items", body: {name: "New Item", board_id: 456})
+```
+
+**Trade-offs:**
+- ✅ Familiar to REST API users
+- ✅ Simple HTTP-style interface
+- ❌ Doesn't match monday.com's GraphQL nature
+- ❌ Hard to represent nested field selection
+- ❌ Inefficient data fetching (over-fetching or under-fetching)
+
+This works well for REST APIs but fights against GraphQL's strength of precise data fetching.
+
+### Alternative 3: Active Record Pattern
+
+The gem could model monday.com resources as ActiveRecord-style objects:
+
+```ruby
+board = Monday::Board.find(123)
+board.name = "New Name"
+board.save
+
+item = board.items.create(name: "New Item")
+```
+
+**Trade-offs:**
+- ✅ Familiar to Rails developers
+- ✅ Object-oriented interface
+- ❌ Implies more than the API provides (no change tracking, associations, etc.)
+- ❌ Requires maintaining object state
+- ❌ Hides GraphQL's explicit field selection
+- ❌ More complex implementation
+
+While appealing, this pattern doesn't fit monday.com's API model. The API is query-based, not CRUD-based, and doesn't support partial updates or lazy loading the way ActiveRecord expects.
+
+### The Chosen Approach
+
+monday_ruby's client-resource pattern strikes a balance:
+
+- More accessible than raw GraphQL (Ruby methods vs. query strings)
+- More powerful than REST-style (explicit field selection, complex queries)
+- Simpler than ActiveRecord (stateless, explicit requests)
+- Flexible enough to support monday.com's evolving API
+
+The design prioritizes:
+1. **Ease of use** for developers new to monday.com or GraphQL
+2. **Explicit behavior** over magic (you call methods, get responses)
+3. **Extensibility** (easy to add resources and methods)
+4. **Transparency** (clear what queries are being executed)
+
+## Conclusion
+
+The monday_ruby architecture emerged from practical constraints and design goals:
+
+- **Client-Resource Pattern**: Organizes code around monday.com's domain model
+- **Dynamic Resource Initialization**: Enables automatic registration and consistent naming
+- **String-Based Query Building**: Balances simplicity with flexibility
+- **Layered Request Flow**: Separates concerns while maintaining clarity
+- **Robust Error Handling**: Deals with monday.com's varied error formats
+
+These decisions create a gem that feels natural to Ruby developers while effectively wrapping a complex GraphQL API. The architecture isn't the only way to solve this problem, but it's well-suited to the gem's goals of accessibility, maintainability, and power.