/crm_connector

Connector for Infopark WebCRM

Primary LanguageRubyOtherNOASSERTION

Infopark WebCRM Connector

Build Status

Infopark WebCRM Connector is the official Ruby SDK for Infopark WebCRM. It basically wraps the WebCRM web services API using Active Resource. Currently, Active Resource 3.1 and 3.2 in combination with Ruby 1.8.7, 1.9.x and 2.0.0 are tested and supported.

Installation

Add infopark_crm_connector to your gemfile:

gem 'infopark_crm_connector'

Install the gem with Bundler:

bundle install

Configuration

require 'infopark_crm_connector'

Infopark::Crm.configure do |configuration|
  configuration.url = "https://webcrm.server/url"
  configuration.login = "webcrm_user"
  configuration.api_key = "api_key_of_webcrm_user"
end

# See, if it is working
Infopark::Crm::Contact.first.last_name

See {Infopark::Crm.configure} for a complete list of configuration keys.

Example Usage

This Ruby SDK provides the WebCRM's domain models {Infopark::Crm::Account Account}, {Infopark::Crm::Activity Activity}, {Infopark::Crm::Contact Contact}, {Infopark::Crm::Event Event}, {Infopark::Crm::Mailing Mailing}, among others. All domain models are subclasses of {Infopark::Crm::Core::Resource} which itself inherits from {ActiveResource::Base} and provides methods such as find(id), create(hash), update(hash), search(params) and others.

Contact

# Retrieve the contact identified by the login 'root'
contact = Infopark::Crm::Contact.search(:params => {:login => 'root'}).first

# Change this contact's mail address
contact.update_attribute(:email, 'root@example.com')

# Send a new password request mail to the contact's address
contact.password_request

Activity

# Create a new activity kind
Infopark::Crm::CustomType.create(:name => 'support case', :kind => 'Activity',
    :states => ['created'])

# Create a new activity
activity = Infopark::Crm::Activity.new(:kind => 'support case')

# Set properties of this activity
activity.title = 'Sprechen Sie Deutsch?'

# Switch to a different request locale
Infopark::Crm.configure {|c| c.locale = 'de'}

# Post the activity (which is going to fail)
activity.save
# => false

# Get to know what's missing
activity.errors.to_hash
# => {:state=>["ist kein gültiger Wert"]}

Contributing

The source code is freely available at (https://github.com/infopark/crm_connector). Pull requests are welcome.

Get started

git clone git@github.com:infopark/crm_connector.git
cd crm_connector/
bundle

Run tests

Configure test/config.json with an empty WebCRM tenant (see test/config_template.json)

Run tests with the current version of Active Resource:

bundle exec rake test

Run tests with all supported versions of Active Resource:

bundle exec rake appraisal:install
bundle exec rake appraisal

Build and install gem

bundle exec rake gem     #build
bundle exec rake install #build and install

Documentation

bundle exec rake yard
open doc/index.html

Changelog

Version 1.1.0 - 2013-10-21

  • Remove support for ActiveResource 3.0.
  • Added Attachment.upload_permission, Attachment.download_url and the activity comment property attachments. See API documentation

Version 1.0.1 - 2013-03-20

  • Added continuous integration of travis-ci.org (see travis-ci.org/infopark/crm_connector)
  • Bugfix: Default attributes are inherited to subclasses (fixes Issue #1)
  • Bugfix: Infopark CRM Connector in combination with ActiveResource 3.0 used XML. Now it uses JSON.

Version 1.0.0 - 2012-09-14

  • Enabled support for event.custom_attributes
  • Removed deprecated functions EventContact.find_by and EventContact.find_by_event_id_and_contact_id. Please use EventContact.search instead.
  • Removed configuration.debug.
  • Renamed Infopark::Crm::AuthenticationFailed to Infopark::Crm::Errors::AuthenticationFailed.
  • Merged Infopark::Crm::Core::Base and Infopark::Crm::Resource into Infopark::Crm::Core:Resource.
  • Removed all Infopark::Crm::Default::* classes.

Version 0.9.2 - 2012-03-19

  • Security improvement for Contact.authenticate, Contact.password_set and contact.password_request

Version 0.9.1 - 2012-02-28

  • Removed Diary. Please use Activity instead.
  • Added Mailing
  • Added appointment_* and task_* fields to Activity
  • Added role_names field to Contact
  • Added tags field to Activity, Account and Contact

Version 0.9 - 2012-01-27

Initial Release of Infopark CRM Connector

Changes from OMC Connector to CRM Connector

  • Namespace changed from OmcConector:: to Infopark::Crm::
  • Attribute names may have changed. For new attributes please refer to the Web Services API documentation.
  • Works only with Infopark WebCRM.

Changed configuration

  • live_server_groups_callback - replaces contact_roles_callback

New classes

  • CustomType
  • Role
  • System

New methods

  • Account.search
  • Activity.search
  • Contact.search
  • Event.search
  • EventContact.search
  • contact.live_server_groups - replaces contact.roles

Removed classes

  • AccountCollection
  • InquiryKind - use CustomType
  • InquiryLink
  • Inquiry - use Activity
  • Location - use contact and account properties
  • Mailing
  • RegistrationInquiry
  • Session

Removed methods

  • account.contacts - use Contact.search(:params => {:acount_id => acount_id})
  • Account.find_by_name - use Account.search
  • account.inquiries - use Activity.search(:params => {:account_id => account_id})
  • account.locations
  • contact.account_activities - use Activity.search(:query => {:account_id => account_id})
  • contact.activities - use Activity.search(:params => {:contact_id => contact_id})
  • contact.create_activity
  • contact.create_diary
  • contact.create_location_with_account_association
  • contact.create_location
  • contact.create_registration_request
  • contact.event_participation
  • contact.find_activity
  • Contact.find_by_email - use Contact.search(:params => {:email => email})
  • Contact.find_by_login - use Contact.search(:params => {:login => login})
  • Contact.languages
  • contact.location
  • Contact.lookup_uptions
  • contact.move_location
  • contact.roles - use contact.live_server_groups
  • contact.serialized_attributes - use contact.attributes
  • contact.subscriptions
  • Contact.titles
  • contact.update_location
  • contact.update_subscriptions
  • contact.validate_login - use Contact.search(:params => {:login => login})
  • event.attend(!)
  • event.contacts - use EventContact.search(:event_id => event_id)
  • Event.find_by_name
  • event.inquire(!)
  • event.refuse(!)
  • event.register(!)
  • event_contact.attend - use event_contact.status = 'attended'
  • event_contact.inquire - use event_contact.status = 'unregistered'
  • event_contact.refuse - use event_contact.status = 'refused'
  • event_contact.register - use event_contact.status = 'registered'
  • event_contact.update_details
  • inquiry.create_diary
  • inquiry.create_link
  • inquiry.diaries
  • inquiry.links

License

Copyright (c) 2009 - 2013 Infopark AG (http://www.infopark.com)

This software can be used and modified under the LGPLv3. Please refer to http://www.gnu.org/licenses/lgpl-3.0.html for the license text.