portfoliomanager-rb 0.0.1
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- checksums.yaml +7 -0
- data/.gitignore +11 -0
- data/.rspec +3 -0
- data/.ruby-version +1 -0
- data/.travis.yml +6 -0
- data/.yardopts +1 -0
- data/CHANGELOG.md +15 -0
- data/Gemfile +8 -0
- data/Gemfile.lock +42 -0
- data/LICENSE.txt +30 -0
- data/README.md +92 -0
- data/Rakefile +6 -0
- data/WARRANTY.txt +22 -0
- data/bin/console +14 -0
- data/bin/setup +8 -0
- data/lib/portfolio_manager/client.rb +199 -0
- data/lib/portfolio_manager/mapper.rb +14 -0
- data/lib/portfolio_manager/mapping_registry.rb +7326 -0
- data/lib/portfolio_manager/services/all.rb +30 -0
- data/lib/portfolio_manager/services/basic_account.rb +301 -0
- data/lib/portfolio_manager/services/building.rb +158 -0
- data/lib/portfolio_manager/services/connection.rb +386 -0
- data/lib/portfolio_manager/services/meter.rb +955 -0
- data/lib/portfolio_manager/services/property.rb +931 -0
- data/lib/portfolio_manager/services/property_use.rb +306 -0
- data/lib/portfolio_manager/services/reporting.rb +208 -0
- data/lib/portfolio_manager/services/target_finder.rb +76 -0
- data/lib/portfolio_manager/services.rb +21 -0
- data/lib/portfolio_manager/version.rb +3 -0
- data/lib/portfolio_manager/xml.rb +9221 -0
- data/lib/portfolio_manager.rb +15 -0
- data/portfoliomanager.gemspec +28 -0
- metadata +104 -0
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require "net/http"
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module PortfolioManager
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module Services
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# Connection/Share Services
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#
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# The Connection/Share Services allows you to connect to existing Portfolio
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# Manager accounts and share existing properties and meters. These services
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# are divided into 2 sections.The first section includes services that allow
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# you to respond to connection and share requests from existing Portfolio
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# Manager users. In addition, there are services that allow you to
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# disconnect from a user or remove any property or meter shares from a user.
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# The second section includes services that will help you test the
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# connection/share process within the Test environment. These services allow
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# you to generate connection and share requests that are sent to you. This
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# simulates the requests being submitted from other Portfolio Manager users.
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# In addition, as you simulate generating these requests from other
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# Portfolio Manager users, you will be able to submit values to custom
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# fields that you define with each request. This set of web services are
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# only available within the Test environment.
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#
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# @see https://portfoliomanager.energystar.gov/webservices/home/api/connection
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module Connection
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# Connection/Share
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module ConnectionShare
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# Live Environment
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module Live
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# Accept/Reject Pending Connection Requests
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#
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# This web service sends an accept or reject reply to a pending
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# connection request along with an optional note based on the
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# information provided in the XML request.
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#
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# @param account_id [Integer]
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# @param sharing_response [PortfolioManager::Xml::SharingResponseType]
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# @return [PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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# @raise [PortfolioManager::HTTPResponseError]
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# @see https://portfoliomanager.energystar.gov/webservices/home/api/connection/connect/post
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def accept_reject_pending_connection_requests(account_id, sharing_response)
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request(Net::HTTP::Post, path_for("connect", "account", account_id), {}, {}, sharing_response, "sharingResponse", PortfolioManager::Xml::SharingResponseType, basic_auth: true)
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end
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# Accept/Reject Pending Meter Share Requests
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#
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# This web service sends an accept or reject reply to a pending meter
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# share request along with an optional note based on the information
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# provided in the XML request.
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#
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# @param meter_id [Integer]
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# @param sharing_response [PortfolioManager::Xml::SharingResponseType]
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# @return [PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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# @raise [PortfolioManager::HTTPResponseError]
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# @see https://portfoliomanager.energystar.gov/webservices/home/api/connection/shareMeter/post
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def accept_reject_pending_meter_share_requests(meter_id, sharing_response)
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request(Net::HTTP::Post, path_for("share", "meter", meter_id), {}, {}, sharing_response, "sharingResponse", PortfolioManager::Xml::SharingResponseType, basic_auth: true)
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end
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# Accept/Reject Pending Property Share Requests
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#
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# This web service sends an accept or reject reply to a pending
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# property share request along with an optional note based on the
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# information provided in the XML request.
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#
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# @param property_id [Integer]
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# @param sharing_response [PortfolioManager::Xml::SharingResponseType]
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# @return [PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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# @raise [PortfolioManager::HTTPResponseError]
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# @see https://portfoliomanager.energystar.gov/webservices/home/api/connection/shareProperty/post
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def accept_reject_pending_property_share_requests(property_id, sharing_response)
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request(Net::HTTP::Post, path_for("share", "property", property_id), {}, {}, sharing_response, "sharingResponse", PortfolioManager::Xml::SharingResponseType, basic_auth: true)
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end
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# Disconnect From Customer
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#
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# This web service removes the existing connection between you and a
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# specific customer. Any existing property and meter shares between
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# you and the specific customer are also automatically removed by
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# default or can be kept in place. An optional note indicating the
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# reason can be included too. This optional note is provided in the
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# XML request.
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#
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# @param account_id [Integer]
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# @param terminate_sharing_response [PortfolioManager::Xml::TerminateShareResponseType]
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# @param keep_shares [Boolean]
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# @return [PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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# @raise [PortfolioManager::HTTPResponseError]
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# @see https://portfoliomanager.energystar.gov/webservices/home/api/connection/disconnect/post
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def disconnect_from_customer(account_id, terminate_sharing_response, keep_shares = false)
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request(Net::HTTP::Post, path_for("disconnect", "account", account_id), {
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"keepShares" => keep_shares,
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}, {}, terminate_sharing_response, "terminateSharingResponse", PortfolioManager::Xml::ResponseType, basic_auth: true)
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end
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# Get Notifications
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#
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# This web service returns a list of notifications that are generated
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# when another user deletes or unshares a property or meter that you
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# have access to. The purpose of these notifications is to help you
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# stay in synch with your customer's data. Once a notification is
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# read, it is marked as read (by default) and will not be available in
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# subsequent calls. An option is available to mark those notifications
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# as unread.
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#
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# The possible notification types are:
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# * UNSHARE - Indicates that your access to a property or meter has been removed.
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# * SHAREUPDATE - Indicates that your access level to a property or meter has changed.
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#
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# The DISCONNECT and TRANSFERPROPERTY notification types are not
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# supported in the Test environment.
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#
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# Please see this {https://energystar-mesa.force.com/PortfolioManager/s/article/How-does-the-Get-Notifications-API-call-behave-differently-in-the-TEST-and-LIVE-web-service-environments FAQ page}
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# for more information.
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#
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# @param clear [Boolean]
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# @return [PortfolioManager::Xml::NotificationListType, PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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# @raise [PortfolioManager::HTTPResponseError]
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# @see https://portfoliomanager.energystar.gov/webservices/home/api/connection/notificationList/get
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def get_notifications(clear = true)
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request(Net::HTTP::Get, path_for("notification", "list"), {
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"clear" => clear,
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}, {}, nil, nil, PortfolioManager::Xml::NotificationListType, basic_auth: true)
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end
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# Get Pending Connection Requests
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#
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# This web service returns a list of pending customer connection
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# requests. A connection to the customer must be established first
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# before any properties and meters can be shared with you. The list of
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# pending customer connection requests is returned in sets of 20.
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#
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# @param page [Integer]
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# @return [PortfolioManager::Xml::PendingListType, PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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# @raise [PortfolioManager::HTTPResponseError]
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# @see https://portfoliomanager.energystar.gov/webservices/home/api/connection/pendingAccountList/get
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def get_pending_connection_requests(page = 1)
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request(Net::HTTP::Get, path_for("connect", "account", "pending", "list"), {
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"page" => page,
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}, {}, nil, nil, PortfolioManager::Xml::PendingListType, basic_auth: true)
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end
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# Get Pending Meter Share Requests
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#
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# This web service returns a list of pending property meter requests.
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# These meter share requests belong to customers that you are already
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# connected to. The corresponding properties do not have to be already
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# shared with you. The list of pending meter share requests is
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# returned in sets of 20.
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#
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# @param page [Integer]
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# @return [PortfolioManager::Xml::PendingListType, PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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# @raise [PortfolioManager::HTTPResponseError]
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# @see https://portfoliomanager.energystar.gov/webservices/home/api/connection/pendingMeterList/get
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def get_pending_meter_share_requests(page = 1)
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request(Net::HTTP::Get, path_for("share", "meter", "pending", "list"), {
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"page" => page,
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}, {}, nil, nil, PortfolioManager::Xml::PendingListType, basic_auth: true)
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end
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# Get Pending Property Share Requests
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#
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# This web service returns a list of pending property share requests.
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# These property share requests belong to customers that you are
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# already connected to. The list of pending property share requests is
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# returned in sets of 20.
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#
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# @param page [Integer]
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# @return [PortfolioManager::Xml::PendingListType, PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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# @raise [PortfolioManager::HTTPResponseError]
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# @see https://portfoliomanager.energystar.gov/webservices/home/api/connection/pendingPropertyList/get
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def get_pending_property_share_requests(page = 1)
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request(Net::HTTP::Get, path_for("share", "property", "pending", "list"), {
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"page" => page,
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}, {}, nil, nil, PortfolioManager::Xml::PendingListType, basic_auth: true)
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end
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# Unshare Meter
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#
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# This web service removes an existing share between you and a
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# specific meter. An optional note indicating the reason can be
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# included too. This optional note is provided in the XML request.
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#
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# @param meter_id [Integer]
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# @param terminate_sharing_response [TerminateShareResponseType]
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# @return [PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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# @raise [PortfolioManager::HTTPResponseError]
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# @see https://portfoliomanager.energystar.gov/webservices/home/api/connection/unshareMeter/post
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def unshare_meter(meter_id, terminate_sharing_response)
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request(Net::HTTP::Post, path_for("unshare", "meter", meter_id), {}, {}, terminate_sharing_response, "terminateSharingResponse", PortfolioManager::Xml::ResponseType, basic_auth: true)
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end
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# Unshare Property
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#
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# This web service removes an existing share between you and a
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# specific property. An optional note indicating the reason can be
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# included too. This optional note is provided in the XML request.
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#
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# @param property_id [Integer]
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# @param terminate_sharing_response [TerminateShareResponseType]
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# @return [PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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# @raise [PortfolioManager::HTTPResponseError]
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# @see https://portfoliomanager.energystar.gov/webservices/home/api/connection/unshareProperty/post
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def unshare_property(property_id, terminate_sharing_response)
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request(Net::HTTP::Post, path_for("unshare", "property", property_id), {}, {}, terminate_sharing_response, "terminateSharingResponse", PortfolioManager::Xml::ResponseType, basic_auth: true)
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end
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end
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# Test Environment
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module Test
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end
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end
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# Simulating Connection/Share Requests
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module SimulatingConnectionShareRequests
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# Live Environment
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module Live
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end
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# Test Environment
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module Test
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# Send Connection Request From Test Environment
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#
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# This web service sends a connection request from a customer to you.
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# You must run this web service as the customer that you want the
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# connection request to originate from and specify the account that
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# receives the request. This simulates the customer sending a
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# connection request to you. This web service is only available in the
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# Test environment. After a connection request is sent, you can verify
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# it by running the web service that returns a list of pending
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# customer connections. A connection request cannot be sent if the two
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# accounts are already connected.
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#
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# @param dx_account_id [Integer]
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# @return [PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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# @raise [PortfolioManager::HTTPResponseError]
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# @see https://portfoliomanager.energystar.gov/webservices/home/test/api/connection/invite/post
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def send_connection_request_from_test_environment(dx_account_id)
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request(Net::HTTP::Post, path_for("invite", "account", dx_account_id), {}, {}, nil, nil, PortfolioManager::Xml::ResponseType, basic_auth: true)
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end
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# Send Meter Share Request From Test Environment
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#
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# This web service sends a share request for a specific meter from a
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# customer to you. You must run this web service as the customer that
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# you want the meter share request to originate from and specify the
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# account that receives the request. This simulates the customer
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# sending a meter share request to you. Any existing share for this
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# specific meter between you and this customer will be updated after
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# submitting this service. If a meter share is pending
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# acceptance/rejection, additional share requests cannot be sent. This
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# web service is only available in the Test environment. After the
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# meter share request is sent, you can verify it by running the web
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# service that returns a list of pending meter share requests.
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#
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# @param dx_account_id [Integer]
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# @param meter_id [Integer]
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# @param access_level ["READ", "READ_WRITE"]
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# @return [PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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# @raise [PortfolioManager::HTTPResponseError]
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# @see https://portfoliomanager.energystar.gov/webservices/home/test/api/connection/inviteMeter/post
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def send_meter_share_request_from_test_environment(dx_account_id, meter_id, access_level = "READ_WRITE")
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request(Net::HTTP::Post, path_for("invite", "account", dx_account_id, "meter", meter_id), {
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"accessLevel" => access_level,
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}, {}, nil, nil, PortfolioManager::Xml::ResponseType, basic_auth: true)
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end
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# Send Property Share Request From Test Environment
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#
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# This web service sends a share request for a specific property from
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# a customer to you. You must run this web service as the customer
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# that you want the property share request to originate from and
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# specify the account that receives the request. This simulates the
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# customer sending a property share request to you. Any existing share
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# for this specific property between you and this customer will be
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# updated after submitting this service. If a property share is
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# pending acceptance/rejection, additional share requests cannot be
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# sent. This web service is only available in the Test environment.
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# After the property share request is sent, you can verify it by
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# running the web service that returns a list of pending property
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# share requests.
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#
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# @param dx_account_id [Integer]
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# @param property_id [Integer]
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# @param access_level ["READ", "READ_WRITE"]
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# @return [PortfolioManager::Xml::ResponseType]
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# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
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+
# @raise [PortfolioManager::HTTPResponseError]
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299
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+
# @see https://portfoliomanager.energystar.gov/webservices/home/test/api/connection/inviteProperty/post
|
300
|
+
def send_meter_share_request_from_test_environment(dx_account_id, property_id, access_level = "READ_WRITE")
|
301
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+
request(Net::HTTP::Post, path_for("invite", "account", dx_account_id, "property", property_id), {
|
302
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+
"accessLevel" => access_level,
|
303
|
+
}, {}, nil, nil, PortfolioManager::Xml::ResponseType, basic_auth: true)
|
304
|
+
end
|
305
|
+
|
306
|
+
# Submit Customer-Level Custom Field Value(s)
|
307
|
+
#
|
308
|
+
# This web service submits data for a list of customer-level custom
|
309
|
+
# fields based on the data provided in the XML request from a specific
|
310
|
+
# Portfolio Manager customer to you. This web service is used within
|
311
|
+
# the Test environment to simulate a Portfolio Manager user providing
|
312
|
+
# data that is required by you during the connection process. You must
|
313
|
+
# run this web service as the customer that you the data to be
|
314
|
+
# provided from.
|
315
|
+
#
|
316
|
+
# @param dx_account_id [Integer]
|
317
|
+
# @param custom_field_list [PortfolioManager::Xml::CustomFieldList]
|
318
|
+
# @return [PortfolioManager::Xml::ResponseType]
|
319
|
+
# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
|
320
|
+
# @raise [PortfolioManager::HTTPResponseError]
|
321
|
+
# @see https://portfoliomanager.energystar.gov/webservices/home/test/api/connection/accountCustomFieldValues/put
|
322
|
+
def submit_customer_level_custom_field_values(dx_account_id, custom_field_list)
|
323
|
+
request(Net::HTTP::Put, path_for("account", "customFieldList", "recipient", dx_account_id), {}, {}, custom_field_list, "customFieldList", PortfolioManager::Xml::ResponseType, basic_auth: true)
|
324
|
+
end
|
325
|
+
|
326
|
+
# Submit Meter-Level Custom Field Value(s)
|
327
|
+
#
|
328
|
+
# This web service submits data for a list of meter-level custom
|
329
|
+
# fields based on the data provided in the XML request from a specific
|
330
|
+
# Portfolio Manager customer to you. This web service is used within
|
331
|
+
# the Test environment to simulate a Portfolio Manager user providing
|
332
|
+
# data that is required by you during the share process. You must run
|
333
|
+
# this web service as the customer that you the data to be provided
|
334
|
+
# from.
|
335
|
+
#
|
336
|
+
# @param meter_id [Integer]
|
337
|
+
# @param dx_account_id [Integer]
|
338
|
+
# @param custom_field_list [PortfolioManager::Xml::CustomFieldList]
|
339
|
+
# @return [PortfolioManager::Xml::ResponseType]
|
340
|
+
# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
|
341
|
+
# @raise [PortfolioManager::HTTPResponseError]
|
342
|
+
# @see https://portfoliomanager.energystar.gov/webservices/home/test/api/connection/meterCustomFieldValues/put
|
343
|
+
def submit_meter_level_custom_field_values(meter_id, dx_account_id, custom_field_list)
|
344
|
+
request(Net::HTTP::Put, path_for("meter", meter_id, "customFieldList", "recipient", dx_account_id), {}, {}, custom_field_list, "customFieldList", PortfolioManager::Xml::ResponseType, basic_auth: true)
|
345
|
+
end
|
346
|
+
|
347
|
+
# Submit Property-Level Custom Field Value(s)
|
348
|
+
#
|
349
|
+
# This web service submits data for a list of property-level custom
|
350
|
+
# fields based on the data provided in the XML request from a specific
|
351
|
+
# Portfolio Manager customer to you. This web service is used within
|
352
|
+
# the Test environment to simulate a Portfolio Manager user providing
|
353
|
+
# data that is required by you during the share process. You must run
|
354
|
+
# this web service as the customer that you the data to be provided
|
355
|
+
# from.
|
356
|
+
#
|
357
|
+
# @param property_id [Integer]
|
358
|
+
# @param dx_account_id [Integer]
|
359
|
+
# @param custom_field_list [PortfolioManager::Xml::CustomFieldList]
|
360
|
+
# @return [PortfolioManager::Xml::ResponseType]
|
361
|
+
# @raise [PortfolioManager::HTTPBasicCredentialsNotFoundError]
|
362
|
+
# @raise [PortfolioManager::HTTPResponseError]
|
363
|
+
# @see https://portfoliomanager.energystar.gov/webservices/home/test/api/connection/propertyCustomFieldValues/put
|
364
|
+
def submit_property_level_custom_field_values(property_id, dx_account_id, custom_field_list)
|
365
|
+
request(Net::HTTP::Put, path_for("property", property_id, "customFieldList", "recipient", dx_account_id), {}, {}, custom_field_list, "customFieldList", PortfolioManager::Xml::ResponseType, basic_auth: true)
|
366
|
+
end
|
367
|
+
end
|
368
|
+
end
|
369
|
+
|
370
|
+
# All Connection/Share Services
|
371
|
+
module All
|
372
|
+
# Live Environment
|
373
|
+
module Live
|
374
|
+
include PortfolioManager::Services::Connection::ConnectionShare::Live
|
375
|
+
include PortfolioManager::Services::Connection::SimulatingConnectionShareRequests::Live
|
376
|
+
end
|
377
|
+
|
378
|
+
# Test Environment
|
379
|
+
module Test
|
380
|
+
include PortfolioManager::Services::Connection::ConnectionShare::Test
|
381
|
+
include PortfolioManager::Services::Connection::SimulatingConnectionShareRequests::Test
|
382
|
+
end
|
383
|
+
end
|
384
|
+
end
|
385
|
+
end
|
386
|
+
end
|