monday_ruby 1.2.0 → 1.2.1

data/docs/guides/boards/duplicate.md

@@ -1,511 +0,0 @@
-# Duplicate Boards
-
-Create copies of existing boards with different duplication options.
-
-## Basic Duplication
-
-Duplicate a board's structure without items:
-
-```ruby
-require "monday_ruby"
-
-Monday.configure do |config|
-  config.token = ENV["MONDAY_TOKEN"]
-end
-
-client = Monday::Client.new
-
-board_id = 1234567890
-
-response = client.board.duplicate(
-  args: {
-    board_id: board_id,
-    duplicate_type: :duplicate_board_with_structure
-  }
-)
-
-if response.success?
-  duplicated = response.body.dig("data", "duplicate_board", "board")
-  puts "✓ Duplicated board"
-  puts "  New ID: #{duplicated['id']}"
-  puts "  Name: #{duplicated['name']}"
-else
-  puts "✗ Duplication failed"
-end
-```
-
-## Duplication Types
-
-### Structure Only
-
-Copy columns, groups, and settings without items:
-
-```ruby
-response = client.board.duplicate(
-  args: {
-    board_id: 1234567890,
-    duplicate_type: :duplicate_board_with_structure
-  }
-)
-```
-
-Perfect for creating new projects with the same structure.
-
-### Structure and Items
-
-Copy everything including all items (but not updates):
-
-```ruby
-response = client.board.duplicate(
-  args: {
-    board_id: 1234567890,
-    duplicate_type: :duplicate_board_with_pulses
-  }
-)
-
-if response.success?
-  duplicated = response.body.dig("data", "duplicate_board", "board")
-  puts "✓ Duplicated board with items"
-  puts "  New ID: #{duplicated['id']}"
-end
-```
-
-::: tip <span style="display: inline-flex; align-items: center; gap: 6px;"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><circle cx="12" cy="12" r="10"></circle><line x1="12" y1="16" x2="12" y2="12"></line><line x1="12" y1="8" x2="12.01" y2="8"></line></svg>Pulses = Items</span>
-In monday.com's API, "pulses" is the legacy term for "items". Both refer to the same thing.
-:::
-
-### Structure, Items, and Updates
-
-Full duplication including all updates and comments:
-
-```ruby
-response = client.board.duplicate(
-  args: {
-    board_id: 1234567890,
-    duplicate_type: :duplicate_board_with_pulses_and_updates
-  }
-)
-
-if response.success?
-  duplicated = response.body.dig("data", "duplicate_board", "board")
-  puts "✓ Full duplication complete"
-  puts "  Includes: structure, items, updates"
-end
-```
-
-## Custom Board Name
-
-Specify a name for the duplicated board:
-
-```ruby
-response = client.board.duplicate(
-  args: {
-    board_id: 1234567890,
-    duplicate_type: :duplicate_board_with_structure,
-    board_name: "Q2 2024 Sprint Planning"
-  }
-)
-
-if response.success?
-  duplicated = response.body.dig("data", "duplicate_board", "board")
-  puts "✓ Created: #{duplicated['name']}"
-end
-```
-
-If not specified, monday.com appends "copy of" to the original name.
-
-## Duplicate to Workspace
-
-Place the duplicate in a specific workspace:
-
-```ruby
-workspace_id = 9876543210
-
-response = client.board.duplicate(
-  args: {
-    board_id: 1234567890,
-    duplicate_type: :duplicate_board_with_structure,
-    workspace_id: workspace_id
-  }
-)
-
-if response.success?
-  duplicated = response.body.dig("data", "duplicate_board", "board")
-  puts "✓ Duplicated to workspace: #{workspace_id}"
-  puts "  Board ID: #{duplicated['id']}"
-end
-```
-
-## Duplicate to Folder
-
-Organize the duplicate in a folder:
-
-```ruby
-folder_id = 5555555555
-
-response = client.board.duplicate(
-  args: {
-    board_id: 1234567890,
-    duplicate_type: :duplicate_board_with_structure,
-    folder_id: folder_id
-  }
-)
-
-if response.success?
-  duplicated = response.body.dig("data", "duplicate_board", "board")
-  puts "✓ Duplicated to folder: #{folder_id}"
-end
-```
-
-## Custom Response Fields
-
-Request specific fields from the duplicated board:
-
-```ruby
-response = client.board.duplicate(
-  args: {
-    board_id: 1234567890,
-    duplicate_type: :duplicate_board_with_structure
-  },
-  select: [
-    "id",
-    "name",
-    "description",
-    "url",
-    {
-      columns: ["id", "title", "type"],
-      groups: ["id", "title"]
-    }
-  ]
-)
-
-if response.success?
-  board = response.body.dig("data", "duplicate_board", "board")
-
-  puts "Duplicated Board:"
-  puts "  ID: #{board['id']}"
-  puts "  Name: #{board['name']}"
-  puts "  URL: #{board['url']}"
-  puts "  Columns: #{board['columns'].length}"
-  puts "  Groups: #{board['groups'].length}"
-end
-```
-
-## Verify Duplication
-
-Confirm the duplicate was created successfully:
-
-```ruby
-def duplicate_and_verify(client, board_id, duplicate_type)
-  # Duplicate
-  dup_response = client.board.duplicate(
-    args: {
-      board_id: board_id,
-      duplicate_type: duplicate_type
-    },
-    select: ["id", "name", { columns: ["id"] }]
-  )
-
-  unless dup_response.success?
-    puts "✗ Duplication failed"
-    return nil
-  end
-
-  duplicated = dup_response.body.dig("data", "duplicate_board", "board")
-
-  # Verify by querying
-  verify_response = client.board.query(
-    args: { ids: [duplicated['id']] },
-    select: ["id", "name", { columns: ["id"] }]
-  )
-
-  if verify_response.success?
-    board = verify_response.body.dig("data", "boards", 0)
-
-    puts "✓ Duplication verified"
-    puts "  Name: #{board['name']}"
-    puts "  Columns: #{board['columns'].length}"
-
-    duplicated['id']
-  else
-    puts "⚠ Duplication succeeded but verification failed"
-    duplicated['id']
-  end
-end
-
-# Usage
-new_board_id = duplicate_and_verify(
-  client,
-  1234567890,
-  :duplicate_board_with_structure
-)
-```
-
-## Duplicate with Options
-
-Full duplication with all options:
-
-```ruby
-response = client.board.duplicate(
-  args: {
-    board_id: 1234567890,
-    duplicate_type: :duplicate_board_with_structure,
-    board_name: "Sprint 15 - Customer Portal",
-    workspace_id: 9876543210,
-    folder_id: 5555555555,
-    keep_subscribers: true
-  },
-  select: [
-    "id",
-    "name",
-    "url",
-    { workspace: ["id", "name"] }
-  ]
-)
-
-if response.success?
-  board = response.body.dig("data", "duplicate_board", "board")
-  workspace = board.dig("workspace")
-
-  puts "✓ Board duplicated successfully"
-  puts "  Name: #{board['name']}"
-  puts "  ID: #{board['id']}"
-  puts "  Workspace: #{workspace&.dig('name')}"
-  puts "  URL: #{board['url']}"
-end
-```
-
-## Error Handling
-
-Handle duplication errors:
-
-```ruby
-def safe_duplicate(client, board_id, duplicate_type, board_name: nil)
-  response = client.board.duplicate(
-    args: {
-      board_id: board_id,
-      duplicate_type: duplicate_type,
-      board_name: board_name
-    }.compact
-  )
-
-  if response.success?
-    board = response.body.dig("data", "duplicate_board", "board")
-    puts "✓ Duplicated: #{board['name']} (ID: #{board['id']})"
-    board['id']
-  else
-    puts "✗ Duplication failed"
-    puts "  Status: #{response.status}"
-
-    if response.body["error_message"]
-      puts "  Error: #{response.body['error_message']}"
-    end
-
-    nil
-  end
-rescue Monday::AuthorizationError
-  puts "✗ Board not found or no permission"
-  nil
-rescue Monday::Error => e
-  if e.message.include?("invalid_type")
-    puts "✗ Invalid duplicate_type"
-  else
-    puts "✗ API error: #{e.message}"
-  end
-  nil
-end
-
-# Usage
-safe_duplicate(
-  client,
-  1234567890,
-  :duplicate_board_with_structure,
-  board_name: "New Sprint Board"
-)
-```
-
-## Bulk Duplication
-
-Duplicate multiple boards:
-
-```ruby
-def bulk_duplicate(client, board_ids, duplicate_type)
-  results = { success: [], failed: [] }
-
-  board_ids.each do |board_id|
-    response = client.board.duplicate(
-      args: {
-        board_id: board_id,
-        duplicate_type: duplicate_type
-      }
-    )
-
-    if response.success?
-      board = response.body.dig("data", "duplicate_board", "board")
-      results[:success] << { original: board_id, duplicate: board['id'] }
-      puts "✓ Duplicated: #{board_id} → #{board['id']}"
-    else
-      results[:failed] << board_id
-      puts "✗ Failed: #{board_id}"
-    end
-  end
-
-  puts "\nResults:"
-  puts "  Success: #{results[:success].length}"
-  puts "  Failed: #{results[:failed].length}"
-
-  results
-end
-
-# Usage
-boards_to_duplicate = [1234567890, 2345678901, 3456789012]
-
-results = bulk_duplicate(
-  client,
-  boards_to_duplicate,
-  :duplicate_board_with_structure
-)
-```
-
-## Template System
-
-Create a template duplication system:
-
-```ruby
-TEMPLATES = {
-  sprint: {
-    board_id: 1234567890,
-    duplicate_type: :duplicate_board_with_structure,
-    prefix: "Sprint"
-  },
-  project: {
-    board_id: 2345678901,
-    duplicate_type: :duplicate_board_with_structure,
-    prefix: "Project"
-  }
-}.freeze
-
-def create_from_template(client, template_name, name)
-  template = TEMPLATES[template_name]
-
-  unless template
-    puts "✗ Template '#{template_name}' not found"
-    return nil
-  end
-
-  board_name = "#{template[:prefix]} - #{name}"
-
-  response = client.board.duplicate(
-    args: {
-      board_id: template[:board_id],
-      duplicate_type: template[:duplicate_type],
-      board_name: board_name
-    }
-  )
-
-  if response.success?
-    board = response.body.dig("data", "duplicate_board", "board")
-    puts "✓ Created from template: #{board['name']}"
-    board['id']
-  else
-    puts "✗ Template duplication failed"
-    nil
-  end
-end
-
-# Usage
-create_from_template(client, :sprint, "Customer Portal Feature")
-# Creates: "Sprint - Customer Portal Feature"
-```
-
-## Duplication Types Comparison
-
-| Type | Structure | Items | Updates | Use Case |
-|------|-----------|-------|---------|----------|
-| `duplicate_board_with_structure` | ✓ | ✗ | ✗ | New projects with same structure |
-| `duplicate_board_with_pulses` | ✓ | ✓ | ✗ | Backup or fork with data |
-| `duplicate_board_with_pulses_and_updates` | ✓ | ✓ | ✓ | Complete archive or clone |
-
-## Complete Example
-
-Full-featured board duplication:
-
-```ruby
-require "monday_ruby"
-require "dotenv/load"
-
-Monday.configure do |config|
-  config.token = ENV["MONDAY_TOKEN"]
-end
-
-client = Monday::Client.new
-
-# Original board
-original_board_id = 1234567890
-
-# Step 1: Get original board info
-puts "\n📋 Fetching original board..."
-query_response = client.board.query(
-  args: { ids: [original_board_id] },
-  select: [
-    "id",
-    "name",
-    "description",
-    { items: ["id"], columns: ["id"] }
-  ]
-)
-
-unless query_response.success?
-  puts "❌ Original board not found"
-  exit
-end
-
-original = query_response.body.dig("data", "boards", 0)
-
-puts "\nOriginal Board:"
-puts "  Name: #{original['name']}"
-puts "  Items: #{original['items'].length}"
-puts "  Columns: #{original['columns'].length}"
-
-# Step 2: Duplicate
-puts "\n🔄 Duplicating board..."
-
-dup_response = client.board.duplicate(
-  args: {
-    board_id: original_board_id,
-    duplicate_type: :duplicate_board_with_structure,
-    board_name: "#{original['name']} - Copy"
-  },
-  select: [
-    "id",
-    "name",
-    "url",
-    { columns: ["id", "title"], groups: ["id", "title"] }
-  ]
-)
-
-unless dup_response.success?
-  puts "❌ Duplication failed"
-  exit
-end
-
-duplicated = dup_response.body.dig("data", "duplicate_board", "board")
-
-# Step 3: Display results
-puts "\n✓ Duplication Complete!"
-puts "=" * 50
-puts "New Board:"
-puts "  Name: #{duplicated['name']}"
-puts "  ID: #{duplicated['id']}"
-puts "  URL: #{duplicated['url']}"
-puts "  Columns: #{duplicated['columns'].length}"
-puts "  Groups: #{duplicated['groups'].length}"
-puts "=" * 50
-```
-
-## Next Steps
-
-- [Create boards from scratch](/guides/boards/create)
-- [Update duplicated boards](/guides/boards/update)
-- [Add items to duplicated boards](/guides/items/create)
-- [Query boards](/guides/boards/query)