soapforce 0.1.1
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- data/.gitignore +18 -0
- data/.travis.yml +9 -0
- data/Gemfile +8 -0
- data/LICENSE.txt +22 -0
- data/README.md +145 -0
- data/Rakefile +9 -0
- data/lib/soapforce.rb +12 -0
- data/lib/soapforce/client.rb +333 -0
- data/lib/soapforce/configuration.rb +20 -0
- data/lib/soapforce/query_result.rb +42 -0
- data/lib/soapforce/sobject.rb +52 -0
- data/lib/soapforce/version.rb +3 -0
- data/resources/partner.wsdl.xml +3657 -0
- data/soapforce.gemspec +33 -0
- data/spec/fixtures/create_response.xml +11 -0
- data/spec/fixtures/delete_response.xml +11 -0
- data/spec/fixtures/describe_global_response.xml +55 -0
- data/spec/fixtures/describe_s_object_response.xml +9 -0
- data/spec/fixtures/describe_s_objects_response.xml +9 -0
- data/spec/fixtures/get_user_info_response.xml +32 -0
- data/spec/fixtures/login_response.xml +39 -0
- data/spec/fixtures/org_id_response.xml +17 -0
- data/spec/fixtures/query_all_response.xml +26 -0
- data/spec/fixtures/query_more_response.xml +26 -0
- data/spec/fixtures/query_response.xml +26 -0
- data/spec/fixtures/retrieve_response.xml +14 -0
- data/spec/fixtures/search_response.xml +8 -0
- data/spec/fixtures/update_response.xml +11 -0
- data/spec/fixtures/upsert_response.xml +17 -0
- data/spec/lib/client_spec.rb +301 -0
- data/spec/lib/configuration_spec.rb +28 -0
- data/spec/lib/query_result_spec.rb +79 -0
- data/spec/lib/sobject_spec.rb +44 -0
- data/spec/spec_helper.rb +21 -0
- data/spec/support/fixture_helpers.rb +58 -0
- data/test.rb +58 -0
- metadata +167 -0
data/.gitignore
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data/.travis.yml
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data/Gemfile
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data/LICENSE.txt
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Copyright (c) 2013 Joe Heth
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MIT License
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Permission is hereby granted, free of charge, to any person obtaining
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a copy of this software and associated documentation files (the
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"Software"), to deal in the Software without restriction, including
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without limitation the rights to use, copy, modify, merge, publish,
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distribute, sublicense, and/or sell copies of the Software, and to
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permit persons to whom the Software is furnished to do so, subject to
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the following conditions:
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The above copyright notice and this permission notice shall be
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included in all copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
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EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
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MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
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NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
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LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
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OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
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WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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data/README.md
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# Soapforce
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[![Build Status](https://travis-ci.org/TinderBox/soapforce.png)](https://travis-ci.org/TinderBox/soapforce)
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Soapforce is a ruby gem for the [Salesforce SOAP API](http://www.salesforce.com/us/developer/docs/api/index.htm).
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This gem was modeled after the [restforce](https://github.com/ejholmes/restforce) gem and depends on [Savon 2](http://savonrb.com/version2/).
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## Installation
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Add this line to your application's Gemfile:
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gem 'soapforce'
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Or to get the latest changes from the source:
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gem 'soapforce', :git => "git://github.com/TinderBox/soapforce.git"
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And then execute:
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$ bundle
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Or install it yourself as:
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$ gem install soapforce
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## Usage
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For ISV Partners you can specify your client_id in a configuration block which will get included in the CallOptions header of every request.
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# config/initializers/soapforce.rb
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# This is your ISV Partner Client ID.
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# It needs to be whitelisted to enable SOAP requests in Professional and Group Editions.
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Soapforce.configure do |config|
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config.client_id = "ParterName/SomeValue/"
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end
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#### Username/Password authentication
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If you prefer to use a username and password to authenticate:
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```ruby
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client = Soapforce::Client.new
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client.authenticate(:username => 'foo', :password => 'password_and_security_token')
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```
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#### Session authentication
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```ruby
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client = Soapforce::Client.new
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client.authenticate(:session_id => 'session id', :server_url => 'server url')
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```
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### find
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```ruby
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client.find('Account', '006A000000Lbiiz')
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# => #<Soapforce::SObject Id="006A000000Lbiiz" Name="Test" LastModifiedBy="005G0000003f1ABPIN" ... >
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client.find('Account', '1234', 'Some_External_Id_Field__c')
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# => #<Soapforce::SObject Id="006A000000Lbiiz" Name="Test" LastModifiedBy="005G0000003f1ABPIN" ... >
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```
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### find_where
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```ruby
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client.find_where('Account', Name: "Test")
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# => [#<Soapforce::SObject Id="006A000000Lbiiz" Name="Test" LastModifiedBy="005G0000003f1ABPIN" ... >]
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client.find_where('Account', Some_External_Id_Field__c: 1, ["Id", "Name, "CreatedBy"])
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# => [#<Soapforce::SObject Id="006A000000Lbiiz" Name="Test" CreatedBy="005G0000003f1ABPIN" ... >]
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```
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### search
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```ruby
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# Find all occurrences of 'bar'
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client.search('FIND {bar}')
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# => #[<Hash>]
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```
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### create
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```ruby
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# Add a new account
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client.create('Account', Name: 'Foobar Inc.')
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# => {id: '006A000000Lbiiz', success: => true}
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```
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### update
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```ruby
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# Update the Account with Id '006A000000Lbiiz'
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client.update('Account', Id: '006A000000Lbiiz', Name: 'Whizbang Corp')
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# => {id: '006A000000Lbiiz', success: => true}
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```
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### upsert
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```ruby
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# Update the record with external ID of 12
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client.upsert('Account', 'External__c', External__c: 12, Name: 'Foobar')
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# => {id: '006A000000Lbiiz', success: => true, created: false}
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```
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### destroy
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```ruby
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# Delete the Account with Id '006A000000Lbiiz'
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client.destroy('Account', '006A000000Lbiiz')
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# => {id: '0016000000MRatd', success: => true}
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```
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### describe
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```ruby
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# get the global describe for all sobjects
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client.describe_global
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# => { ... }
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# get the describe for the Account object
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client.describe('Account')
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# => { ... }
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# get the describe for Account and Opportunity object
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client.describe(['Account', 'Opportunity'])
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# => [{ ... },{ ... }]
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```
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### logout
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```ruby
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client.logout
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```
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## Contributing
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1. Fork it
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2. Create your feature branch (`git checkout -b my-new-feature`)
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3. Commit your changes (`git commit -am 'Add some feature'`)
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4. Push to the branch (`git push origin my-new-feature`)
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5. Create new Pull Request
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data/Rakefile
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data/lib/soapforce.rb
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module Soapforce
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class Client
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attr_reader :client
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attr_reader :headers
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# The partner.wsdl is used by default but can be changed by passing in a new :wsdl option.
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# A client_id can be
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def initialize(options={})
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@describe_cache = {}
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@headers = {}
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@wsdl = options[:wsdl] || File.dirname(__FILE__) + "/../../resources/partner.wsdl.xml"
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# If a client_id is provided then it needs to be included
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# in the header for every request. This allows ISV Partners
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# to make SOAP calls in Professional/Group Edition organizations.
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client_id = options[:client_id] || Soapforce.configuration.client_id
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@headers = {"tns:CallOptions" => {"tns:client" => client_id}} if client_id
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@client = Savon.client(
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wsdl: @wsdl,
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soap_header: @headers,
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convert_request_keys_to: :none,
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pretty_print_xml: true
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)
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end
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# Public: Get the names of all wsdl operations.
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# List all available operations from the partner.wsdl
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def operations
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@client.operations
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end
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# Public: Get the names of all wsdl operations.
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#
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# Supports a username/password (with token) combination or session_id/server_url pair.
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#
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# Examples
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#
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# client.login(username: 'test', password: 'password_and_token')
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# # => {...}
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#
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# client.login(session_id: 'abcd1234', server_url: 'https://na1.salesforce.com/')
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# # => {...}
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#
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# Returns Hash of login response and user info
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def login(options={})
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result = nil
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if options[:username] && options[:password]
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response = @client.call(:login) do |locals|
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locals.message :username => options[:username], :password => options[:password]
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end
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result = response.to_hash[:login_response][:result]
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returned_endpoint = result[:server_url]
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@session_id = result[:session_id]
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@server_url = result[:server_url]
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elsif options[:session_id] && options[:server_url]
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@session_id = options[:session_id]
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@server_url = options[:server_url]
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else
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raise ArgumentError.new("Must provide username/password or session_id/server_url.")
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end
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@headers = @headers.merge({"tns:SessionHeader" => {"tns:sessionId" => @session_id}})
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@client = Savon.client(
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wsdl: @wsdl,
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soap_header: @headers,
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convert_request_keys_to: :none,
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endpoint: @server_url
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)
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# If a session_id/server_url were passed in then invoke get_user_info for confirmation.
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# Method missing to call_soap_api
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result = self.get_user_info if options[:session_id]
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result
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end
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alias_method :authenticate, :login
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# Public: Get the names of all sobjects on the org.
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#
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# Examples
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#
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# # get the names of all sobjects on the org
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# client.list_sobjects
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# # => ['Account', 'Lead', ... ]
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#
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# Returns an Array of String names for each SObject.
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def list_sobjects
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response = describe_global # method_missing
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response[:sobjects].collect { |sobject| sobject[:name] }
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end
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# Public: Get the current organization's Id.
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#
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# Examples
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#
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# client.org_id
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# # => '00Dx0000000BV7z'
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#
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# Returns the String organization Id
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def org_id
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object = query('select id from Organization').first
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if object && object[:id]
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return object[:id].is_a?(Array) ? object[:id].first : object[:id]
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end
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end
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# Public: Returns a detailed describe result for the specified sobject
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#
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# sobject - String name of the sobject.
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#
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# Examples
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#
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# # get the describe for the Account object
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# client.describe('Account')
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# # => { ... }
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#
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# # get the describe for the Account object
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# client.describe(['Account', 'Contact'])
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# # => { ... }
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#
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# Returns the Hash representation of the describe call.
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def describe(sobject_type)
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if sobject_type.is_a?(Array)
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list = sobject_type.map do |type|
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{:sObjectType => type}
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end
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response = call_soap_api(:describe_s_objects, :sObjectType => sobject_type)
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else
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# Cache objects to avoid repeat lookups.
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if @describe_cache[sobject_type].nil?
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response = call_soap_api(:describe_s_object, :sObjectType => sobject_type)
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@describe_cache[sobject_type] = response
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else
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response = @describe_cache[sobject_type]
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end
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end
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response
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end
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def query(soql)
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result = call_soap_api(:query, {:queryString => soql})
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QueryResult.new(result)
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end
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# Includes deleted (isDeleted) or archived (isArchived) records
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def query_all(soql)
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result = call_soap_api(:query_all, {:queryString => soql})
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QueryResult.new(result)
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end
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def query_more(locator)
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result = call_soap_api(:query_more, {:queryLocator => locator})
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QueryResult.new(result)
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end
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def search(sosl)
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call_soap_api(:search, {:searchString => sosl})
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end
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def create(sobject_type, properties)
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call_soap_api(:create, sobjects_hash(sobject_type, properties))
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end
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def update(sobject_type, properties)
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call_soap_api(:update, sobjects_hash(sobject_type, properties))
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end
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def upsert(sobject_type, external_id_field_name, objects)
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message = {externalIDFieldName: external_id_field_name}.merge(sobjects_hash(sobject_type, objects))
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call_soap_api(:upsert, message)
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end
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def delete(id)
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ids = id.is_a?(Array) ? id : [id]
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call_soap_api(:delete, {:ids => ids})
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end
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# Public: Finds a single record and returns all fields.
|
187
|
+
#
|
188
|
+
# sobject - The String name of the sobject.
|
189
|
+
# id - The id of the record. If field is specified, id should be the id
|
190
|
+
# of the external field.
|
191
|
+
# field - External ID field to use (default: nil).
|
192
|
+
#
|
193
|
+
# Returns Hash of sobject record.
|
194
|
+
def find(sobject, id, field=nil)
|
195
|
+
if field.nil? || field.downcase == "id"
|
196
|
+
retrieve(sobject, id)
|
197
|
+
else
|
198
|
+
find_by_field(sobject, id, field)
|
199
|
+
end
|
200
|
+
end
|
201
|
+
|
202
|
+
# Public: Finds record based on where condition and returns all fields.
|
203
|
+
#
|
204
|
+
# sobject - The String name of the sobject.
|
205
|
+
# where - String where clause or Hash made up of field => value pairs.
|
206
|
+
# select - Optional array of field names to return.
|
207
|
+
#
|
208
|
+
# Returns Hash of sobject record.
|
209
|
+
def find_where(sobject, where={}, select_fields=[])
|
210
|
+
|
211
|
+
if where.is_a?(String)
|
212
|
+
where_clause = where
|
213
|
+
elsif where.is_a?(Hash)
|
214
|
+
conditions = []
|
215
|
+
where.each {|k,v|
|
216
|
+
# Wrap strings in single quotes.
|
217
|
+
v = v.is_a?(String) ? "'#{v}'" : v
|
218
|
+
v = 'NULL' if v.nil?
|
219
|
+
|
220
|
+
# Handle IN clauses when value is an array.
|
221
|
+
if v.is_a?(Array)
|
222
|
+
# Wrap single quotes around String values.
|
223
|
+
values = v.map {|s| s.is_a?(String) ? "'#{s}'" : s}.join(", ")
|
224
|
+
conditions << "#{k} IN (#{values})"
|
225
|
+
else
|
226
|
+
conditions << "#{k} = #{v}"
|
227
|
+
end
|
228
|
+
}
|
229
|
+
where_clause = conditions.join(" AND ")
|
230
|
+
|
231
|
+
end
|
232
|
+
|
233
|
+
# Get list of fields if none were specified.
|
234
|
+
if select_fields.empty?
|
235
|
+
field_names = field_list(sobject)
|
236
|
+
else
|
237
|
+
field_names = select_fields
|
238
|
+
end
|
239
|
+
|
240
|
+
soql = "Select #{field_names.join(", ")} From #{sobject} Where #{where_clause}"
|
241
|
+
result = query(soql)
|
242
|
+
end
|
243
|
+
|
244
|
+
# Public: Finds a single record and returns all fields.
|
245
|
+
#
|
246
|
+
# sobject - The String name of the sobject.
|
247
|
+
# id - The id of the record. If field is specified, id should be the id
|
248
|
+
# of the external field.
|
249
|
+
# field - External ID field to use.
|
250
|
+
#
|
251
|
+
# Returns Hash of sobject record.
|
252
|
+
def find_by_field(sobject, id, field_name)
|
253
|
+
field_details = field_details(sobject, field_name)
|
254
|
+
field_names = field_list(sobject).join(", ")
|
255
|
+
|
256
|
+
if ["int", "currency", "double", "boolean", "percent"].include?(field_details[:type])
|
257
|
+
search_value = id
|
258
|
+
else
|
259
|
+
# default to quoted value
|
260
|
+
search_value = "'#{id}'"
|
261
|
+
end
|
262
|
+
|
263
|
+
soql = "Select #{field_names} From #{sobject} Where #{field_name} = #{search_value}"
|
264
|
+
result = query(soql)
|
265
|
+
# Return first query result.
|
266
|
+
result ? result.first : nil
|
267
|
+
end
|
268
|
+
|
269
|
+
# Public: Finds a single record and returns all fields.
|
270
|
+
#
|
271
|
+
# sobject - The String name of the sobject.
|
272
|
+
# id - The id of the record. If field is specified, id should be the id
|
273
|
+
# of the external field.
|
274
|
+
#
|
275
|
+
# Returns Hash of sobject record.
|
276
|
+
def retrieve(sobject, id)
|
277
|
+
ids = id.is_a?(Array) ? id : [id]
|
278
|
+
sobject = call_soap_api(:retrieve, {fieldList: field_list(sobject).join(","), sObjectType: sobject, ids: ids})
|
279
|
+
sobject ? SObject.new(sobject) : nil
|
280
|
+
end
|
281
|
+
|
282
|
+
def field_list(sobject)
|
283
|
+
description = describe(sobject)
|
284
|
+
field_list = description[:fields].collect {|c| c[:name] }
|
285
|
+
end
|
286
|
+
|
287
|
+
def field_details(sobject, field_name)
|
288
|
+
description = describe(sobject)
|
289
|
+
fields = description[:fields]
|
290
|
+
fields.find {|f| field_name.downcase == f[:name].downcase }
|
291
|
+
end
|
292
|
+
|
293
|
+
# Supports the following No Argument methods:
|
294
|
+
# get_user_info
|
295
|
+
# describe_global
|
296
|
+
# describe_softphone_layout
|
297
|
+
# describe_tabs
|
298
|
+
# logout
|
299
|
+
# get_server_timestamp
|
300
|
+
def method_missing(method, *args)
|
301
|
+
call_soap_api(method, *args)
|
302
|
+
end
|
303
|
+
|
304
|
+
def call_soap_api(method, message_hash={})
|
305
|
+
|
306
|
+
response = @client.call(method.to_sym) do |locals|
|
307
|
+
locals.message message_hash
|
308
|
+
end
|
309
|
+
# Convert SOAP XML to Hash
|
310
|
+
response = response.to_hash
|
311
|
+
# Get Response Body
|
312
|
+
response_body = response["#{method}_response".to_sym]
|
313
|
+
# Grab result section if exists.
|
314
|
+
result = response_body ? response_body[:result] : nil
|
315
|
+
return result
|
316
|
+
end
|
317
|
+
|
318
|
+
def sobjects_hash(sobject_type, sobject_hash)
|
319
|
+
|
320
|
+
if sobject_hash.is_a?(Array)
|
321
|
+
sobjects = sobject_hash
|
322
|
+
else
|
323
|
+
sobjects = [sobject_hash]
|
324
|
+
end
|
325
|
+
|
326
|
+
sobjects.map! do |obj|
|
327
|
+
{"ins0:type" => sobject_type}.merge(obj)
|
328
|
+
end
|
329
|
+
|
330
|
+
{sObjects: sobjects}
|
331
|
+
end
|
332
|
+
end
|
333
|
+
end
|