mycrm 0.0.41
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- checksums.yaml +7 -0
- data/MIT-LICENSE +20 -0
- data/README.md +112 -0
- data/Rakefile +16 -0
- data/lib/mycrm.rb +48 -0
- data/lib/mycrm/attributes.rb +5 -0
- data/lib/mycrm/attributes/address.rb +13 -0
- data/lib/mycrm/attributes/date.rb +13 -0
- data/lib/mycrm/attributes/deposit.rb +12 -0
- data/lib/mycrm/attributes/name.rb +18 -0
- data/lib/mycrm/attributes/organization.rb +13 -0
- data/lib/mycrm/connectable.rb +107 -0
- data/lib/mycrm/core_ext.rb +7 -0
- data/lib/mycrm/core_ext/address.rb +26 -0
- data/lib/mycrm/core_ext/hash.rb +28 -0
- data/lib/mycrm/core_ext/string.rb +24 -0
- data/lib/mycrm/domains.rb +57 -0
- data/lib/mycrm/facade.rb +98 -0
- data/lib/mycrm/facades.rb +3 -0
- data/lib/mycrm/facades/lead.rb +24 -0
- data/lib/mycrm/facades/lead_application.rb +28 -0
- data/lib/mycrm/facades/organization.rb +14 -0
- data/lib/mycrm/model.rb +203 -0
- data/lib/mycrm/models.rb +9 -0
- data/lib/mycrm/models/adviser.rb +62 -0
- data/lib/mycrm/models/adviser_compliance_detail.rb +26 -0
- data/lib/mycrm/models/adviser_note.rb +23 -0
- data/lib/mycrm/models/application.rb +38 -0
- data/lib/mycrm/models/client.rb +40 -0
- data/lib/mycrm/models/lender.rb +16 -0
- data/lib/mycrm/models/note.rb +27 -0
- data/lib/mycrm/models/office.rb +48 -0
- data/lib/mycrm/models/office_address.rb +37 -0
- data/lib/mycrm/models/structure.rb +22 -0
- data/lib/mycrm/resources/domains.yml +73 -0
- data/lib/mycrm/version.rb +3 -0
- metadata +221 -0
data/lib/mycrm/models.rb
ADDED
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require_relative 'models/adviser'
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require_relative 'models/adviser_compliance_detail'
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require_relative 'models/application'
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require_relative 'models/client'
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require_relative 'models/lender'
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require_relative 'models/note'
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require_relative 'models/office'
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require_relative 'models/office_address'
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require_relative 'models/structure'
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require_relative '../model'
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require_relative '../attributes/name'
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require_relative '../attributes/date'
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require_relative '../attributes/address'
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require_relative '../attributes/organization'
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module Mycrm
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module Models
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class Adviser
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include Model
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endpoint 'lm-advisers'
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attribute :id, Integer
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attribute :active, Boolean, default: true
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attribute :source_id, Integer
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attribute :family_id, Integer
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attribute :country_id, Integer
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attribute :name, Mycrm::Attributes::Name, embedded: true
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attribute :trading_display_name, String
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attribute :dob, Mycrm::Attributes::Date, embedded: true
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attribute :address, Hash
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attribute :business_address, Hash
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attribute :email, String
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attribute :mobile, String
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attribute :business_phone, String
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attribute :abn, String
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attribute :acn, String
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attribute :individual_ASICID, String, as: :asic_id
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attribute :summary, String
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attribute :reporting_country_id, Integer
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attribute :client_type_ids, String #Array[Integer]
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attribute :role, String #Array[Integer]
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attribute :contractor_entity_id, Integer
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attribute :organization, Mycrm::Attributes::Organization, embedded: true
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attribute :uuid, String
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attribute :subscription_list, Array[Integer], coerce: false, default: nil # coerce: false set here to avoid bug https://github.com/solnic/virtus/issues/334#issuecomment-190266441
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def add_client_type(id)
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self.client_type_ids = self.client_type_ids.to_s.split(',').push(id).join(',')
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end
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def reporting_country=(country)
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self.reporting_country_id = Mycrm::Domains::Countries.find(country) rescue nil
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end
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def type=(country)
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add_client_type Mycrm::Domains::AdviserTypes.find(country) rescue nil
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end
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def source=(source)
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self.source_id = Mycrm::Domains::AdviserSources.find(source) rescue nil
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end
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end
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end
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end
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require_relative '../model'
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module Mycrm
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module Models
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class AdviserComplianceDetail
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include Model
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endpoint 'corporate/FamilyComplianceGet'
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only :get
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attribute :FamilyId, String
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attribute :AppointmentType, String
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to :underscore
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def self.find(id)
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self.find_by(:familyId, id)
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end
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def self.parse(body)
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JSON.parse(body)
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end
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end
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end
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end
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require_relative '../model'
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module Mycrm
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module Models
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class AdviserNote
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include Model
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endpoint 'contacts/AdviserCommentSet?family_id=%{FamilyId}'
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only :post
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to :underscore
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attribute :Id, Integer
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attribute :FamilyId, Integer
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attribute :Comment, String
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def self.parse(body)
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{ 'Id' => body.to_i }
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end
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end
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end
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end
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require_relative '../model'
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require_relative '../attributes/deposit'
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module Mycrm
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module Models
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# leads
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class Application
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include Model
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endpoint 'lm-clients/%{client_id}/scenarios'
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only :post
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attribute :id, Integer
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attribute :client_id, Integer
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attribute :deposit, Mycrm::Attributes::Deposit, embedded: true
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attribute :salesforce_id, String
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attribute :converted, Boolean, default: false
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attribute :purposes, Array[Integer]
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attribute :features, Array[Integer]
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attribute :preferred_lenders, Array[Integer]
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attribute :scenario_name, String
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attribute :specific_goals, String
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attribute :has_settlement_date, Boolean, default: true
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attribute :settlement_date, String, default: lambda { |_,_| DateTime.now.to_s }
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attribute :applicants, Array[Hash[Symbol => Integer]]
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attribute :metadata, String
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def add_purpose(purpose)
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self.purposes << Mycrm::Domains::Purposes.find(purpose)
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end
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def add_feature(feature)
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self.features << Mycrm::Domains::LoanFeatures.find(feature)
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end
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end
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end
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end
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require_relative '../model'
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require_relative '../attributes/name'
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require_relative '../attributes/date'
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require_relative '../attributes/address'
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module Mycrm
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module Models
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# leads
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class Client
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include Model
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endpoint 'lm-clients'
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attribute :id, Integer
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attribute :active, Boolean, default: true
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attribute :role_id, Integer, default: 1
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attribute :source_id, Integer
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attribute :family_id, Integer
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attribute :allocated_broker_id, Integer
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attribute :consumer_uuid, String
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attribute :broker_uuid, String
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attribute :name, Mycrm::Attributes::Name, embedded: true
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attribute :dob, Mycrm::Attributes::Date, embedded: true
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attribute :address, Mycrm::Attributes::Address, embedded: true
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attribute :allocation_postcode, String
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attribute :email, String
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attribute :mobile, String
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attribute :mobile_validated, Boolean, default: true
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attribute :utm, Hash[Symbol => String]
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attribute :web_lead_url, String
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attribute :web_landing_url, String
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def source=(source)
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self.source_id = Mycrm::Domains::Sources.find(source) rescue nil
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end
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end
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end
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end
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require_relative '../model'
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module Mycrm
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module Models
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class Note
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include Model
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endpoint 'contacts/NoteSet?family_id=%{FamilyId}'
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only :post
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to :underscore
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attribute :Id, Integer
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attribute :IsSticky, Boolean, default: true
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attribute :FamilyId, Integer
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attribute :ActivityTitle, String, default: ''
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attribute :ActivityDetails, String, default: ''
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attribute :Note, String
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def self.parse(body)
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{ 'Id' => body.to_i }
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end
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end
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end
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end
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require_relative '../model'
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module Mycrm
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module Models
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class Office
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include Model
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endpoint 'corporate/AdviserOrganizationGet'
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only :get
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to :underscore
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attribute :AdviserOrganizationId, Integer, as: :id
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attribute :AdviserOrganizationName, String, as: :name
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attribute :RegisteredBusinessName, String
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attribute :TradingName, String
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attribute :OfficeDisplayName, String, as: :display_name
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attribute :Phone, String
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attribute :Fax, String
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attribute :CompanyEmail, String, as: :email
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attribute :ABN, String
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attribute :ACN, String
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attribute :ASCId, String, as: :asic_id
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attribute :Website, String
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attribute :AccountOwner_FamilyId, Integer, as: :owner_id
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attribute :AccountOwner_FullName, String, as: :owner_name
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attribute :LeadAdviser_FamilyId, Integer, as: :lead_adviser_id
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attribute :LeadAdviser_FullName, String, as: :lead_adviser_name
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attribute :IsActive, Boolean
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def self.find(id)
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find_by_AdviserOrganizationId(id)
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end
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def self.parse(body)
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parsed = JSON.parse(body)
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raise Mycrm::ResponseError, 'No Office Found' if parsed.empty?
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parsed.first
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end
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end
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end
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end
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require_relative '../model'
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module Mycrm
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module Models
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class OfficeAddress
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include Model
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endpoint 'corporate/OrganizationAddressGet'
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only :get
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to :underscore
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attribute :organizationId, Integer
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attribute :Route, String, as: :street_name
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attribute :Subpremise, String
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attribute :Street_number, String
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attribute :Postal_code, String
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attribute :Locality, String, as: :suburb
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attribute :Administrative_area_level_1, String, as: :state
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attribute :Country, String
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attribute :Formatted_address, String, as: :formatted
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attribute :Latitude, Float
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attribute :Longitude, Float
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attribute :GeoCoded, Boolean
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attribute :IsMailing, Boolean
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def self.find(id)
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find_by_organizationId(id)
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end
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def self.parse(body)
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JSON.parse(body).find{ |address| !address['isMailing'] } || {}
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end
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end
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end
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end
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@@ -0,0 +1,22 @@
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require_relative '../model'
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2
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3
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module Mycrm
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4
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module Models
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5
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class Structure
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6
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include Model
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8
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endpoint 'lm-applications/%{application_id}/structures'
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only :post
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attribute :id, Integer
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13
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attribute :application_id, Integer
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attribute :loan_term, Integer
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15
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attribute :loan_amount, Integer
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attribute :product_id, Integer
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attribute :lender_id, Integer
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attribute :lender_reason, String
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attribute :product_reason, String
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end
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end
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end
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@@ -0,0 +1,73 @@
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countries:
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2
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australia: 2
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3
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new_zealand: 1
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4
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indonesia: 3
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5
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6
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adviser_types:
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7
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mortgage_broker: 7829
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8
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financial_planner: 7828
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9
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insurance_broker: 7830
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10
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11
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sources:
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12
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broker_website: -20
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13
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lm_contact_us: -10
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14
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lm_online_member: -9
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15
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inbound_call: -8
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16
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product_review: -7
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17
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domain: -6
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18
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rate_city: -5
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19
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home_loan_report: -4
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20
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active_pipe: -3
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21
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ray_white_car_finance: -2
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22
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referral: -1
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23
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asset_finance: -21
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24
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ebook: -26
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25
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facebook: -27
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26
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broker___ebook: -40
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27
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|
28
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adviser_sources:
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29
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agents_broker_connection_networking: 1
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30
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better_business_summit: 2
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31
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cold_calling: 3
|
32
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existing_relationship: 4
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33
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expo_ryc: 5
|
34
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external_referrals: 6
|
35
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insight_function: 7
|
36
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internal_referrals: 8
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37
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job_advert: 9
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38
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lenders_bdm: 10
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39
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referred_by_lm_broker: 11
|
40
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rw_office_referral: 12
|
41
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the_adviser_digital_bootcamp: 13
|
42
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recruitment_company: 14
|
43
|
+
recruitment_newsletter: 15
|
44
|
+
loan_market_careers_website: 16
|
45
|
+
|
46
|
+
purposes:
|
47
|
+
first_home: 2796
|
48
|
+
next_home: 2797
|
49
|
+
investment: 2798
|
50
|
+
commercial: 2799
|
51
|
+
industrial: 2800
|
52
|
+
get_a_better_deal: 2801
|
53
|
+
renovate: 2802
|
54
|
+
consolidate_dept: 2803
|
55
|
+
borrow_extra_funds: 2804
|
56
|
+
reverse_mortgage: 2805
|
57
|
+
|
58
|
+
loan_features:
|
59
|
+
variable_interest_rate: 2813
|
60
|
+
fixed_interest_rate: 2814
|
61
|
+
introductory_rate: 2815
|
62
|
+
professional_pack: 2816
|
63
|
+
construction_facility: 2817
|
64
|
+
extra_repayments: 2818
|
65
|
+
no_ongoing_fees: 2819
|
66
|
+
redraw_facility: 2820
|
67
|
+
fortnightly_repayments: 2821
|
68
|
+
weekly_repayments: 2822
|
69
|
+
interest_only_facility: 2823
|
70
|
+
no_early_repay_penalty: 2824
|
71
|
+
offset_account: 2825
|
72
|
+
lineof_credit: 2826
|
73
|
+
other: 2827
|
metadata
ADDED
@@ -0,0 +1,221 @@
|
|
1
|
+
--- !ruby/object:Gem::Specification
|
2
|
+
name: mycrm
|
3
|
+
version: !ruby/object:Gem::Version
|
4
|
+
version: 0.0.41
|
5
|
+
platform: ruby
|
6
|
+
authors:
|
7
|
+
- Danilo Lo Santo
|
8
|
+
- Sam Bauers
|
9
|
+
- Luke Bacon
|
10
|
+
autorequire:
|
11
|
+
bindir: bin
|
12
|
+
cert_chain: []
|
13
|
+
date: 2020-07-15 00:00:00.000000000 Z
|
14
|
+
dependencies:
|
15
|
+
- !ruby/object:Gem::Dependency
|
16
|
+
name: faraday
|
17
|
+
requirement: !ruby/object:Gem::Requirement
|
18
|
+
requirements:
|
19
|
+
- - ">="
|
20
|
+
- !ruby/object:Gem::Version
|
21
|
+
version: '0'
|
22
|
+
type: :runtime
|
23
|
+
prerelease: false
|
24
|
+
version_requirements: !ruby/object:Gem::Requirement
|
25
|
+
requirements:
|
26
|
+
- - ">="
|
27
|
+
- !ruby/object:Gem::Version
|
28
|
+
version: '0'
|
29
|
+
- !ruby/object:Gem::Dependency
|
30
|
+
name: virtus
|
31
|
+
requirement: !ruby/object:Gem::Requirement
|
32
|
+
requirements:
|
33
|
+
- - ">="
|
34
|
+
- !ruby/object:Gem::Version
|
35
|
+
version: '0'
|
36
|
+
type: :runtime
|
37
|
+
prerelease: false
|
38
|
+
version_requirements: !ruby/object:Gem::Requirement
|
39
|
+
requirements:
|
40
|
+
- - ">="
|
41
|
+
- !ruby/object:Gem::Version
|
42
|
+
version: '0'
|
43
|
+
- !ruby/object:Gem::Dependency
|
44
|
+
name: virtus_convert
|
45
|
+
requirement: !ruby/object:Gem::Requirement
|
46
|
+
requirements:
|
47
|
+
- - ">="
|
48
|
+
- !ruby/object:Gem::Version
|
49
|
+
version: '0'
|
50
|
+
type: :runtime
|
51
|
+
prerelease: false
|
52
|
+
version_requirements: !ruby/object:Gem::Requirement
|
53
|
+
requirements:
|
54
|
+
- - ">="
|
55
|
+
- !ruby/object:Gem::Version
|
56
|
+
version: '0'
|
57
|
+
- !ruby/object:Gem::Dependency
|
58
|
+
name: dotenv
|
59
|
+
requirement: !ruby/object:Gem::Requirement
|
60
|
+
requirements:
|
61
|
+
- - ">="
|
62
|
+
- !ruby/object:Gem::Version
|
63
|
+
version: '0'
|
64
|
+
type: :development
|
65
|
+
prerelease: false
|
66
|
+
version_requirements: !ruby/object:Gem::Requirement
|
67
|
+
requirements:
|
68
|
+
- - ">="
|
69
|
+
- !ruby/object:Gem::Version
|
70
|
+
version: '0'
|
71
|
+
- !ruby/object:Gem::Dependency
|
72
|
+
name: simplecov
|
73
|
+
requirement: !ruby/object:Gem::Requirement
|
74
|
+
requirements:
|
75
|
+
- - ">="
|
76
|
+
- !ruby/object:Gem::Version
|
77
|
+
version: '0'
|
78
|
+
type: :development
|
79
|
+
prerelease: false
|
80
|
+
version_requirements: !ruby/object:Gem::Requirement
|
81
|
+
requirements:
|
82
|
+
- - ">="
|
83
|
+
- !ruby/object:Gem::Version
|
84
|
+
version: '0'
|
85
|
+
- !ruby/object:Gem::Dependency
|
86
|
+
name: rspec
|
87
|
+
requirement: !ruby/object:Gem::Requirement
|
88
|
+
requirements:
|
89
|
+
- - ">="
|
90
|
+
- !ruby/object:Gem::Version
|
91
|
+
version: '0'
|
92
|
+
type: :development
|
93
|
+
prerelease: false
|
94
|
+
version_requirements: !ruby/object:Gem::Requirement
|
95
|
+
requirements:
|
96
|
+
- - ">="
|
97
|
+
- !ruby/object:Gem::Version
|
98
|
+
version: '0'
|
99
|
+
- !ruby/object:Gem::Dependency
|
100
|
+
name: rspec-deep-matchers
|
101
|
+
requirement: !ruby/object:Gem::Requirement
|
102
|
+
requirements:
|
103
|
+
- - ">="
|
104
|
+
- !ruby/object:Gem::Version
|
105
|
+
version: '0'
|
106
|
+
type: :development
|
107
|
+
prerelease: false
|
108
|
+
version_requirements: !ruby/object:Gem::Requirement
|
109
|
+
requirements:
|
110
|
+
- - ">="
|
111
|
+
- !ruby/object:Gem::Version
|
112
|
+
version: '0'
|
113
|
+
- !ruby/object:Gem::Dependency
|
114
|
+
name: vcr
|
115
|
+
requirement: !ruby/object:Gem::Requirement
|
116
|
+
requirements:
|
117
|
+
- - ">="
|
118
|
+
- !ruby/object:Gem::Version
|
119
|
+
version: '0'
|
120
|
+
type: :development
|
121
|
+
prerelease: false
|
122
|
+
version_requirements: !ruby/object:Gem::Requirement
|
123
|
+
requirements:
|
124
|
+
- - ">="
|
125
|
+
- !ruby/object:Gem::Version
|
126
|
+
version: '0'
|
127
|
+
- !ruby/object:Gem::Dependency
|
128
|
+
name: webmock
|
129
|
+
requirement: !ruby/object:Gem::Requirement
|
130
|
+
requirements:
|
131
|
+
- - ">="
|
132
|
+
- !ruby/object:Gem::Version
|
133
|
+
version: '0'
|
134
|
+
type: :development
|
135
|
+
prerelease: false
|
136
|
+
version_requirements: !ruby/object:Gem::Requirement
|
137
|
+
requirements:
|
138
|
+
- - ">="
|
139
|
+
- !ruby/object:Gem::Version
|
140
|
+
version: '0'
|
141
|
+
- !ruby/object:Gem::Dependency
|
142
|
+
name: pry
|
143
|
+
requirement: !ruby/object:Gem::Requirement
|
144
|
+
requirements:
|
145
|
+
- - ">="
|
146
|
+
- !ruby/object:Gem::Version
|
147
|
+
version: '0'
|
148
|
+
type: :development
|
149
|
+
prerelease: false
|
150
|
+
version_requirements: !ruby/object:Gem::Requirement
|
151
|
+
requirements:
|
152
|
+
- - ">="
|
153
|
+
- !ruby/object:Gem::Version
|
154
|
+
version: '0'
|
155
|
+
description: Description of MyCRM Gem.
|
156
|
+
email:
|
157
|
+
- luke.bacon@loanmarket.com.au
|
158
|
+
executables: []
|
159
|
+
extensions: []
|
160
|
+
extra_rdoc_files: []
|
161
|
+
files:
|
162
|
+
- MIT-LICENSE
|
163
|
+
- README.md
|
164
|
+
- Rakefile
|
165
|
+
- lib/mycrm.rb
|
166
|
+
- lib/mycrm/attributes.rb
|
167
|
+
- lib/mycrm/attributes/address.rb
|
168
|
+
- lib/mycrm/attributes/date.rb
|
169
|
+
- lib/mycrm/attributes/deposit.rb
|
170
|
+
- lib/mycrm/attributes/name.rb
|
171
|
+
- lib/mycrm/attributes/organization.rb
|
172
|
+
- lib/mycrm/connectable.rb
|
173
|
+
- lib/mycrm/core_ext.rb
|
174
|
+
- lib/mycrm/core_ext/address.rb
|
175
|
+
- lib/mycrm/core_ext/hash.rb
|
176
|
+
- lib/mycrm/core_ext/string.rb
|
177
|
+
- lib/mycrm/domains.rb
|
178
|
+
- lib/mycrm/facade.rb
|
179
|
+
- lib/mycrm/facades.rb
|
180
|
+
- lib/mycrm/facades/lead.rb
|
181
|
+
- lib/mycrm/facades/lead_application.rb
|
182
|
+
- lib/mycrm/facades/organization.rb
|
183
|
+
- lib/mycrm/model.rb
|
184
|
+
- lib/mycrm/models.rb
|
185
|
+
- lib/mycrm/models/adviser.rb
|
186
|
+
- lib/mycrm/models/adviser_compliance_detail.rb
|
187
|
+
- lib/mycrm/models/adviser_note.rb
|
188
|
+
- lib/mycrm/models/application.rb
|
189
|
+
- lib/mycrm/models/client.rb
|
190
|
+
- lib/mycrm/models/lender.rb
|
191
|
+
- lib/mycrm/models/note.rb
|
192
|
+
- lib/mycrm/models/office.rb
|
193
|
+
- lib/mycrm/models/office_address.rb
|
194
|
+
- lib/mycrm/models/structure.rb
|
195
|
+
- lib/mycrm/resources/domains.yml
|
196
|
+
- lib/mycrm/version.rb
|
197
|
+
homepage: http://www.loanmarket.com.au
|
198
|
+
licenses:
|
199
|
+
- MIT
|
200
|
+
metadata: {}
|
201
|
+
post_install_message:
|
202
|
+
rdoc_options: []
|
203
|
+
require_paths:
|
204
|
+
- lib
|
205
|
+
required_ruby_version: !ruby/object:Gem::Requirement
|
206
|
+
requirements:
|
207
|
+
- - ">="
|
208
|
+
- !ruby/object:Gem::Version
|
209
|
+
version: '0'
|
210
|
+
required_rubygems_version: !ruby/object:Gem::Requirement
|
211
|
+
requirements:
|
212
|
+
- - ">="
|
213
|
+
- !ruby/object:Gem::Version
|
214
|
+
version: '0'
|
215
|
+
requirements: []
|
216
|
+
rubyforge_project:
|
217
|
+
rubygems_version: 2.5.2.2
|
218
|
+
signing_key:
|
219
|
+
specification_version: 4
|
220
|
+
summary: Summary of MyCRM Gem.
|
221
|
+
test_files: []
|