mycrm 0.0.41

data/lib/mycrm/models.rb

@@ -0,0 +1,9 @@
+require_relative 'models/adviser'
+require_relative 'models/adviser_compliance_detail'
+require_relative 'models/application'
+require_relative 'models/client'
+require_relative 'models/lender'
+require_relative 'models/note'
+require_relative 'models/office'
+require_relative 'models/office_address'
+require_relative 'models/structure'

data/lib/mycrm/models/adviser.rb

@@ -0,0 +1,62 @@
+require_relative '../model'
+require_relative '../attributes/name'
+require_relative '../attributes/date'
+require_relative '../attributes/address'
+require_relative '../attributes/organization'
+
+module Mycrm
+  module Models
+    class Adviser
+      include Model
+
+      endpoint 'lm-advisers'
+
+      attribute :id, Integer
+      attribute :active, Boolean, default: true
+      attribute :source_id, Integer
+      attribute :family_id, Integer
+      attribute :country_id, Integer
+
+      attribute :name, Mycrm::Attributes::Name, embedded: true
+      attribute :trading_display_name, String
+      attribute :dob, Mycrm::Attributes::Date, embedded: true
+      attribute :address, Hash
+      attribute :business_address, Hash
+      attribute :email, String
+      attribute :mobile, String
+
+      attribute :business_phone, String
+      attribute :abn, String
+      attribute :acn, String
+      attribute :individual_ASICID, String, as: :asic_id
+
+      attribute :summary, String
+
+      attribute :reporting_country_id, Integer
+      attribute :client_type_ids, String #Array[Integer]
+      attribute :role, String #Array[Integer]
+      attribute :contractor_entity_id, Integer
+
+      attribute :organization, Mycrm::Attributes::Organization, embedded: true
+
+      attribute :uuid, String
+      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
+
+      def add_client_type(id)
+        self.client_type_ids = self.client_type_ids.to_s.split(',').push(id).join(',')
+      end
+
+      def reporting_country=(country)
+        self.reporting_country_id = Mycrm::Domains::Countries.find(country) rescue nil
+      end
+
+      def type=(country)
+        add_client_type Mycrm::Domains::AdviserTypes.find(country) rescue nil
+      end
+
+      def source=(source)
+        self.source_id = Mycrm::Domains::AdviserSources.find(source) rescue nil
+      end
+    end
+  end
+end

data/lib/mycrm/models/adviser_compliance_detail.rb

@@ -0,0 +1,26 @@
+require_relative '../model'
+
+module Mycrm
+  module Models
+    class AdviserComplianceDetail
+      include Model
+
+      endpoint 'corporate/FamilyComplianceGet'
+
+      only :get
+
+      attribute :FamilyId, String
+      attribute :AppointmentType, String
+
+      to :underscore
+
+      def self.find(id)
+        self.find_by(:familyId, id)
+      end
+
+      def self.parse(body)
+        JSON.parse(body)
+      end
+    end
+  end
+end

data/lib/mycrm/models/adviser_note.rb

@@ -0,0 +1,23 @@
+require_relative '../model'
+
+module Mycrm
+  module Models
+    class AdviserNote
+      include Model
+
+      endpoint 'contacts/AdviserCommentSet?family_id=%{FamilyId}'
+
+      only :post
+
+      to :underscore
+
+      attribute :Id, Integer
+      attribute :FamilyId, Integer
+      attribute :Comment, String
+
+      def self.parse(body)
+        { 'Id' => body.to_i }
+      end
+    end
+  end
+end

data/lib/mycrm/models/application.rb

@@ -0,0 +1,38 @@
+require_relative '../model'
+require_relative '../attributes/deposit'
+
+module Mycrm
+  module Models
+    # leads
+    class Application
+      include Model
+
+      endpoint 'lm-clients/%{client_id}/scenarios'
+
+      only :post
+
+      attribute :id, Integer
+      attribute :client_id, Integer
+      attribute :deposit, Mycrm::Attributes::Deposit, embedded: true
+      attribute :salesforce_id, String
+      attribute :converted, Boolean, default: false
+      attribute :purposes, Array[Integer]
+      attribute :features, Array[Integer]
+      attribute :preferred_lenders, Array[Integer]
+      attribute :scenario_name, String
+      attribute :specific_goals, String
+      attribute :has_settlement_date, Boolean, default: true
+      attribute :settlement_date, String, default: lambda { |_,_| DateTime.now.to_s }
+      attribute :applicants, Array[Hash[Symbol => Integer]]
+      attribute :metadata, String
+
+      def add_purpose(purpose)
+        self.purposes << Mycrm::Domains::Purposes.find(purpose)
+      end
+
+      def add_feature(feature)
+        self.features << Mycrm::Domains::LoanFeatures.find(feature)
+      end
+    end
+  end
+end

data/lib/mycrm/models/client.rb

@@ -0,0 +1,40 @@
+require_relative '../model'
+require_relative '../attributes/name'
+require_relative '../attributes/date'
+require_relative '../attributes/address'
+
+module Mycrm
+  module Models
+    # leads
+    class Client
+      include Model
+
+      endpoint 'lm-clients'
+
+      attribute :id, Integer
+      attribute :active, Boolean, default: true
+      attribute :role_id, Integer, default: 1
+      attribute :source_id, Integer
+      attribute :family_id, Integer
+      attribute :allocated_broker_id, Integer
+      attribute :consumer_uuid, String
+      attribute :broker_uuid, String
+
+      attribute :name, Mycrm::Attributes::Name, embedded: true
+      attribute :dob, Mycrm::Attributes::Date, embedded: true
+      attribute :address, Mycrm::Attributes::Address, embedded: true
+      attribute :allocation_postcode, String
+      attribute :email, String
+      attribute :mobile, String
+      attribute :mobile_validated, Boolean, default: true
+      attribute :utm, Hash[Symbol => String]
+
+      attribute :web_lead_url, String
+      attribute :web_landing_url, String
+
+      def source=(source)
+        self.source_id = Mycrm::Domains::Sources.find(source) rescue nil
+      end
+    end
+  end
+end

data/lib/mycrm/models/lender.rb

@@ -0,0 +1,16 @@
+require_relative '../model'
+
+module Mycrm
+  module Models
+    class Lender
+      include Model
+
+      endpoint 'consumer/Lenders'
+
+      only :get
+
+      attribute :LenderId, String
+      attribute :LenderName, String
+    end
+  end
+end

data/lib/mycrm/models/note.rb

@@ -0,0 +1,27 @@
+require_relative '../model'
+
+module Mycrm
+  module Models
+    class Note
+      include Model
+
+      endpoint 'contacts/NoteSet?family_id=%{FamilyId}'
+
+      only :post
+
+      to :underscore
+
+      attribute :Id, Integer
+      attribute :IsSticky, Boolean, default: true
+      attribute :FamilyId, Integer
+      attribute :ActivityTitle, String, default: ''
+      attribute :ActivityDetails, String, default: ''
+
+      attribute :Note, String
+
+      def self.parse(body)
+        { 'Id' => body.to_i }
+      end
+    end
+  end
+end

data/lib/mycrm/models/office.rb

@@ -0,0 +1,48 @@
+require_relative '../model'
+
+module Mycrm
+  module Models
+    class Office
+      include Model
+
+      endpoint 'corporate/AdviserOrganizationGet'
+
+      only :get
+
+      to :underscore
+
+      attribute :AdviserOrganizationId, Integer, as: :id
+
+      attribute :AdviserOrganizationName, String, as: :name
+      attribute :RegisteredBusinessName, String
+      attribute :TradingName, String
+      attribute :OfficeDisplayName, String, as: :display_name
+
+      attribute :Phone, String
+      attribute :Fax, String
+      attribute :CompanyEmail, String, as: :email
+      attribute :ABN, String
+      attribute :ACN, String
+      attribute :ASCId, String, as: :asic_id
+      attribute :Website, String
+
+      attribute :AccountOwner_FamilyId, Integer, as: :owner_id
+      attribute :AccountOwner_FullName, String, as: :owner_name
+
+      attribute :LeadAdviser_FamilyId, Integer, as: :lead_adviser_id
+      attribute :LeadAdviser_FullName, String, as: :lead_adviser_name
+
+      attribute :IsActive, Boolean
+
+      def self.find(id)
+        find_by_AdviserOrganizationId(id)
+      end
+
+      def self.parse(body)
+        parsed = JSON.parse(body)
+        raise Mycrm::ResponseError, 'No Office Found' if parsed.empty?
+        parsed.first
+      end
+    end
+  end
+end

data/lib/mycrm/models/office_address.rb

@@ -0,0 +1,37 @@
+require_relative '../model'
+
+module Mycrm
+  module Models
+    class OfficeAddress
+      include Model
+
+      endpoint 'corporate/OrganizationAddressGet'
+
+      only :get
+
+      to :underscore
+
+      attribute :organizationId, Integer
+      attribute :Route, String, as: :street_name
+      attribute :Subpremise, String
+      attribute :Street_number, String
+      attribute :Postal_code, String
+      attribute :Locality, String, as: :suburb
+      attribute :Administrative_area_level_1, String, as: :state
+      attribute :Country, String
+      attribute :Formatted_address, String, as: :formatted
+      attribute :Latitude, Float
+      attribute :Longitude, Float
+      attribute :GeoCoded, Boolean
+      attribute :IsMailing, Boolean
+
+      def self.find(id)
+        find_by_organizationId(id)
+      end
+
+      def self.parse(body)
+        JSON.parse(body).find{ |address| !address['isMailing'] } || {}
+      end
+    end
+  end
+end

data/lib/mycrm/models/structure.rb

@@ -0,0 +1,22 @@
+require_relative '../model'
+
+module Mycrm
+  module Models
+    class Structure
+      include Model
+
+      endpoint 'lm-applications/%{application_id}/structures'
+
+      only :post
+      
+      attribute :id, Integer
+      attribute :application_id, Integer
+      attribute :loan_term, Integer
+      attribute :loan_amount, Integer
+      attribute :product_id, Integer
+      attribute :lender_id, Integer
+      attribute :lender_reason, String
+      attribute :product_reason, String
+    end
+  end
+end

data/lib/mycrm/resources/domains.yml

@@ -0,0 +1,73 @@
+countries:
+  australia: 2
+  new_zealand: 1
+  indonesia: 3
+
+adviser_types:
+  mortgage_broker: 7829
+  financial_planner: 7828
+  insurance_broker: 7830
+
+sources:
+  broker_website: -20
+  lm_contact_us: -10
+  lm_online_member: -9
+  inbound_call: -8
+  product_review: -7
+  domain: -6
+  rate_city: -5
+  home_loan_report: -4
+  active_pipe: -3
+  ray_white_car_finance: -2
+  referral: -1
+  asset_finance: -21
+  ebook: -26
+  facebook: -27
+  broker___ebook: -40
+
+adviser_sources:
+  agents_broker_connection_networking: 1
+  better_business_summit: 2
+  cold_calling: 3
+  existing_relationship: 4
+  expo_ryc: 5
+  external_referrals: 6
+  insight_function: 7
+  internal_referrals: 8
+  job_advert: 9
+  lenders_bdm: 10
+  referred_by_lm_broker: 11
+  rw_office_referral: 12
+  the_adviser_digital_bootcamp: 13
+  recruitment_company: 14
+  recruitment_newsletter: 15
+  loan_market_careers_website: 16
+
+purposes:
+  first_home: 2796
+  next_home: 2797
+  investment: 2798
+  commercial: 2799
+  industrial: 2800
+  get_a_better_deal: 2801
+  renovate: 2802
+  consolidate_dept: 2803
+  borrow_extra_funds: 2804
+  reverse_mortgage: 2805
+
+loan_features:
+  variable_interest_rate: 2813
+  fixed_interest_rate: 2814
+  introductory_rate: 2815
+  professional_pack: 2816
+  construction_facility: 2817
+  extra_repayments: 2818
+  no_ongoing_fees: 2819
+  redraw_facility: 2820
+  fortnightly_repayments: 2821
+  weekly_repayments: 2822
+  interest_only_facility: 2823
+  no_early_repay_penalty: 2824
+  offset_account: 2825
+  lineof_credit: 2826
+  other: 2827

data/lib/mycrm/version.rb

@@ -0,0 +1,3 @@
+module Mycrm
+  VERSION = '0.0.41'
+end

metadata

@@ -0,0 +1,221 @@
+--- !ruby/object:Gem::Specification
+name: mycrm
+version: !ruby/object:Gem::Version
+  version: 0.0.41
+platform: ruby
+authors:
+- Danilo Lo Santo
+- Sam Bauers
+- Luke Bacon
+autorequire:
+bindir: bin
+cert_chain: []
+date: 2020-07-15 00:00:00.000000000 Z
+dependencies:
+- !ruby/object:Gem::Dependency
+  name: faraday
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: virtus
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: virtus_convert
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: dotenv
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: simplecov
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: rspec
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: rspec-deep-matchers
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: vcr
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: webmock
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: pry
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+description: Description of MyCRM Gem.
+email:
+- luke.bacon@loanmarket.com.au
+executables: []
+extensions: []
+extra_rdoc_files: []
+files:
+- MIT-LICENSE
+- README.md
+- Rakefile
+- lib/mycrm.rb
+- lib/mycrm/attributes.rb
+- lib/mycrm/attributes/address.rb
+- lib/mycrm/attributes/date.rb
+- lib/mycrm/attributes/deposit.rb
+- lib/mycrm/attributes/name.rb
+- lib/mycrm/attributes/organization.rb
+- lib/mycrm/connectable.rb
+- lib/mycrm/core_ext.rb
+- lib/mycrm/core_ext/address.rb
+- lib/mycrm/core_ext/hash.rb
+- lib/mycrm/core_ext/string.rb
+- lib/mycrm/domains.rb
+- lib/mycrm/facade.rb
+- lib/mycrm/facades.rb
+- lib/mycrm/facades/lead.rb
+- lib/mycrm/facades/lead_application.rb
+- lib/mycrm/facades/organization.rb
+- lib/mycrm/model.rb
+- lib/mycrm/models.rb
+- lib/mycrm/models/adviser.rb
+- lib/mycrm/models/adviser_compliance_detail.rb
+- lib/mycrm/models/adviser_note.rb
+- lib/mycrm/models/application.rb
+- lib/mycrm/models/client.rb
+- lib/mycrm/models/lender.rb
+- lib/mycrm/models/note.rb
+- lib/mycrm/models/office.rb
+- lib/mycrm/models/office_address.rb
+- lib/mycrm/models/structure.rb
+- lib/mycrm/resources/domains.yml
+- lib/mycrm/version.rb
+homepage: http://www.loanmarket.com.au
+licenses:
+- MIT
+metadata: {}
+post_install_message:
+rdoc_options: []
+require_paths:
+- lib
+required_ruby_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: '0'
+required_rubygems_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: '0'
+requirements: []
+rubyforge_project:
+rubygems_version: 2.5.2.2
+signing_key:
+specification_version: 4
+summary: Summary of MyCRM Gem.
+test_files: []