Class: Sellsy::Opportunity

Inherits:
Object
  • Object
show all
Defined in:
lib/sellsy/opportunity.rb

Instance Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Instance Attribute Details

#amount ⇒ Object

Returns the value of attribute amount.



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# File 'lib/sellsy/opportunity.rb', line 5

def amount
  @amount
end

#comments ⇒ Object

Returns the value of attribute comments.



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# File 'lib/sellsy/opportunity.rb', line 5

def comments
  @comments
end

#contacts ⇒ Object

Returns the value of attribute contacts.



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# File 'lib/sellsy/opportunity.rb', line 5

def contacts
  @contacts
end

#entity_id ⇒ Object

Returns the value of attribute entity_id.



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# File 'lib/sellsy/opportunity.rb', line 5

def entity_id
  @entity_id
end

#entity_type ⇒ Object

Returns the value of attribute entity_type.



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# File 'lib/sellsy/opportunity.rb', line 5

def entity_type
  @entity_type
end

#funnel_name ⇒ Object

Returns the value of attribute funnel_name.



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# File 'lib/sellsy/opportunity.rb', line 5

def funnel_name
  @funnel_name
end

#id ⇒ Object

Returns the value of attribute id.



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# File 'lib/sellsy/opportunity.rb', line 5

def id
  @id
end

#name ⇒ Object

Returns the value of attribute name.



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# File 'lib/sellsy/opportunity.rb', line 5

def name
  @name
end

#reference ⇒ Object

Returns the value of attribute reference.



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# File 'lib/sellsy/opportunity.rb', line 5

def reference
  @reference
end

#source_name ⇒ Object

Returns the value of attribute source_name.



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# File 'lib/sellsy/opportunity.rb', line 5

def source_name
  @source_name
end

#step_name ⇒ Object

Returns the value of attribute step_name.



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# File 'lib/sellsy/opportunity.rb', line 5

def step_name
  @step_name
end

Class Method Details

.all ⇒ Object 



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# File 'lib/sellsy/opportunity.rb', line 134

def self.all
  command = {
      'method' => 'Opportunities.getList',
      'params' => {}
  }

  response = MultiJson.load(Sellsy::Api.request command)

  opportunities = []
  if response['response']
    response['response']['result'].each do |key, value|
      opportunity = Opportunity.new
      opportunity.id = key
      opportunity.status = value['status']
      opportunity.name = value['name']
      opportunity.ident = value['ident']
      opportunity.signed = value['signed']
      opportunity.linkedid = value['linkedid']
      opportunities << opportunity
    end
  end

  opportunities
end

.find(id) ⇒ Object 



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# File 'lib/sellsy/opportunity.rb', line 88

def self.find(id)
  command = {
      'method' => 'Opportunities.getOne',
      'params' => {
          'id' => id
      }
  }

  response = MultiJson.load(Sellsy::Api.request command)

  opportunity = Opportunity.new

  if response['response']
    value = response['response']
    opportunity.id = value['id']
    opportunity.name = value['name']
  end

  return opportunity
end

.search(params) ⇒ Object 



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# File 'lib/sellsy/opportunity.rb', line 109

def self.search(params)
  command = {
      'method' => 'Opportunities.getList',
      'params' => params
  }

  response = MultiJson.load(Sellsy::Api.request command)

  opportunities = []
  if response['response']
    response['response']['result'].each do |key, value|
      opportunity = Opportunity.new
      opportunity.id = key
      opportunity.status = value['status']
      opportunity.name = value['name']
      opportunity.ident = value['ident']
      opportunity.signed = value['signed']
      opportunity.linkedid = value['linkedid']
      opportunities << opportunity
    end
  end

  opportunities
end

Instance Method Details

#api_params ⇒ Object 



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# File 'lib/sellsy/opportunity.rb', line 62

def api_params
  funnel = get_funnel
  step = get_step(funnel['id'])
  source = get_source
  if funnel && step && source
    {
        'id' => @id,
        'opportunity' => {
            'linkedtype' => @entity_type,
            'linkedid' => @entity_id,
            'ident' => @reference,
            'sourceid' => source['id'],
            'name' => @name,
            'potential' => @amount,
            'funnelid' => funnel['id'],
            'dueDate' => (Date.today + 1.month).to_datetime.to_i,
            'stepid' => step['id'],
            'contacts' => @contacts.blank? ? nil : @contacts.join(','),
            'brief' => @comments
        }
    }
  else
    raise Exception.new("Could not find funnel, step, or source with names #{funnel_name} - #{step_name} - #{source_name}")
  end
end

#create ⇒ Object 



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# File 'lib/sellsy/opportunity.rb', line 8

def create
  command = {
      'method' => 'Opportunities.create',
      'params' => api_params
  }

  response = MultiJson.load(Sellsy::Api.request command)
  @id = response['response']
  response['status'] == 'success'
end

#get_funnel ⇒ Object 



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# File 'lib/sellsy/opportunity.rb', line 29

def get_funnel
  command = {'method' => 'Opportunities.getFunnels', 'params' => {}}
  response = MultiJson.load(Sellsy::Api.request command)

  funnel = nil
  unless response['response'].blank? || funnel_name.blank?
    funnel = response['response'].values.find {|f| f['name'].parameterize == funnel_name.parameterize}
  end
  funnel
end

#get_source ⇒ Object 



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# File 'lib/sellsy/opportunity.rb', line 51

def get_source
  command = {'method' => 'Opportunities.getSources', 'params' => {}}
  response = MultiJson.load(Sellsy::Api.request command)

  source = nil
  unless response['response'].blank? || source_name.blank?
    source = response['response'].values.find {|s| s['label'].parameterize == source_name.parameterize}
  end
  source
end

#get_step(funnel_id) ⇒ Object 



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# File 'lib/sellsy/opportunity.rb', line 40

def get_step(funnel_id)
  command = {'method' => 'Opportunities.getStepsForFunnel', 'params' => {'funnelid' => funnel_id}}
  response = MultiJson.load(Sellsy::Api.request command)

  step = [nil]
  unless response['response'].blank? || step_name.blank?
    step = response['response'].find {|s| s['label'].parameterize == step_name.parameterize}
  end
  step
end

#update ⇒ Object 



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# File 'lib/sellsy/opportunity.rb', line 19

def update
  command = {
      'method' => 'Opportunities.update',
      'params' => api_params
  }

  response = MultiJson.load(Sellsy::Api.request command)
  response['status'] == 'success'
end