Class: Merge::Crm::OpportunitiesClient

Inherits:
Object
  • Object
show all
Defined in:
lib/merge_ruby_client/crm/opportunities/client.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(request_client:) ⇒ Merge::Crm::OpportunitiesClient

Parameters:



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# File 'lib/merge_ruby_client/crm/opportunities/client.rb', line 25

def initialize(request_client:)
  @request_client = request_client
end

Instance Attribute Details

#request_client ⇒ Merge::RequestClient (readonly)

Returns:



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# File 'lib/merge_ruby_client/crm/opportunities/client.rb', line 21

def request_client
  @request_client
end

Instance Method Details

#create(model:, is_debug_mode: nil, run_async: nil, request_options: nil) ⇒ Merge::Crm::OpportunityResponse

Creates an Opportunity object with the given values.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.opportunities.create(model: {  })

Parameters:

  • is_debug_mode (Boolean) (defaults to: nil) —

    Whether to include debug fields (such as log file links) in the response.

  • run_async (Boolean) (defaults to: nil) —

    Whether or not third-party updates should be run asynchronously.

  • model (Hash) —

    Request of type Merge::Crm::OpportunityRequest, as a Hash

    • :name (String)

    • :description (String)

    • :amount (Integer)

    • :owner (Hash)

    • :account (Hash)

    • :stage (Hash)

    • :status (Merge::Crm::OpportunityStatusEnum)

    • :last_activity_at (DateTime)

    • :close_date (DateTime)

    • :integration_params (Hash=> Object)

    • :linked_account_params (Hash=> Object)

    • :remote_fields (Array<Merge::Crm::RemoteFieldRequest>)

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:



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# File 'lib/merge_ruby_client/crm/opportunities/client.rb', line 141

def create(model:, is_debug_mode: nil, run_async: nil, request_options: nil)
  response = @request_client.conn.post do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "is_debug_mode": is_debug_mode,
      "run_async": run_async
    }.compact
    req.body = { **(request_options&.additional_body_parameters || {}), model: model }.compact
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/opportunities"
  end
  Merge::Crm::OpportunityResponse.from_json(json_object: response.body)
end

#list(account_id: nil, created_after: nil, created_before: nil, cursor: nil, expand: nil, include_deleted_data: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil, modified_after: nil, modified_before: nil, owner_id: nil, page_size: nil, remote_created_after: nil, remote_fields: nil, remote_id: nil, show_enum_origins: nil, stage_id: nil, status: nil, request_options: nil) ⇒ Merge::Crm::PaginatedOpportunityList

Returns a list of Opportunity objects.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.opportunities.list(cursor: "cD0yMDIxLTAxLTA2KzAzJTNBMjQlM0E1My40MzQzMjYlMkIwMCUzQTAw")

Parameters:

  • account_id (String) (defaults to: nil) —

    If provided, will only return opportunities with this account.

  • created_after (DateTime) (defaults to: nil) —

    If provided, will only return objects created after this datetime.

  • created_before (DateTime) (defaults to: nil) —

    If provided, will only return objects created before this datetime.

  • cursor (String) (defaults to: nil) —

    The pagination cursor value.

  • expand (Merge::Crm::Opportunities::OpportunitiesListRequestExpand) (defaults to: nil) —

    Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

  • include_deleted_data (Boolean) (defaults to: nil) —

    Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](docs.merge.dev/integrations/hris/supported-features/).

  • include_remote_data (Boolean) (defaults to: nil) —

    Whether to include the original data Merge fetched from the third-party to produce these models.

  • include_remote_fields (Boolean) (defaults to: nil) —

    Whether to include all remote fields, including fields that Merge did not map to common models, in a normalized format.

  • include_shell_data (Boolean) (defaults to: nil) —

    Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).

  • modified_after (DateTime) (defaults to: nil) —

    If provided, only objects synced by Merge after this date time will be returned.

  • modified_before (DateTime) (defaults to: nil) —

    If provided, only objects synced by Merge before this date time will be returned.

  • owner_id (String) (defaults to: nil) —

    If provided, will only return opportunities with this owner.

  • page_size (Integer) (defaults to: nil) —

    Number of results to return per page.

  • remote_created_after (DateTime) (defaults to: nil) —

    If provided, will only return opportunities created in the third party platform after this datetime.

  • remote_fields (String) (defaults to: nil) —

    Deprecated. Use show_enum_origins.

  • remote_id (String) (defaults to: nil) —

    The API provider’s ID for the given object.

  • show_enum_origins (String) (defaults to: nil) —

    A comma separated list of enum field names for which you’d like the original values to be returned, instead of Merge’s normalized enum values. [Learn e](help.merge.dev/en/articles/8950958-show_enum_origins-query-parameter)

  • stage_id (String) (defaults to: nil) —

    If provided, will only return opportunities with this stage.

  • status (Merge::Crm::Opportunities::OpportunitiesListRequestStatus) (defaults to: nil) —

    If provided, will only return opportunities with this status. Options: (‘OPEN’, ‘WON’, ‘LOST’)

    • OPEN - OPEN

    • WON - WON

    • LOST - LOST

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:



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# File 'lib/merge_ruby_client/crm/opportunities/client.rb', line 74

def list(account_id: nil, created_after: nil, created_before: nil, cursor: nil, expand: nil,
         include_deleted_data: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil, modified_after: nil, modified_before: nil, owner_id: nil, page_size: nil, remote_created_after: nil, remote_fields: nil, remote_id: nil, show_enum_origins: nil, stage_id: nil, status: nil, request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "account_id": ,
      "created_after": created_after,
      "created_before": created_before,
      "cursor": cursor,
      "expand": expand,
      "include_deleted_data": include_deleted_data,
      "include_remote_data": include_remote_data,
      "include_remote_fields": include_remote_fields,
      "include_shell_data": include_shell_data,
      "modified_after": modified_after,
      "modified_before": modified_before,
      "owner_id": owner_id,
      "page_size": page_size,
      "remote_created_after": remote_created_after,
      "remote_fields": remote_fields,
      "remote_id": remote_id,
      "show_enum_origins": show_enum_origins,
      "stage_id": stage_id,
      "status": status
    }.compact
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/opportunities"
  end
  Merge::Crm::PaginatedOpportunityList.from_json(json_object: response.body)
end

#meta_patch_retrieve(id:, request_options: nil) ⇒ Merge::Crm::MetaResponse

Returns metadata for Opportunity PATCHs.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.opportunities.meta_patch_retrieve(id: "id")

Parameters:

Returns:



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# File 'lib/merge_ruby_client/crm/opportunities/client.rb', line 274

def meta_patch_retrieve(id:, request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    unless request_options.nil? || request_options&.additional_query_parameters.nil?
      req.params = { **(request_options&.additional_query_parameters || {}) }.compact
    end
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/opportunities/meta/patch/#{id}"
  end
  Merge::Crm::MetaResponse.from_json(json_object: response.body)
end

#meta_post_retrieve(request_options: nil) ⇒ Merge::Crm::MetaResponse

Returns metadata for Opportunity POSTs.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.opportunities.meta_post_retrieve

Parameters:

Returns:



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# File 'lib/merge_ruby_client/crm/opportunities/client.rb', line 306

def meta_post_retrieve(request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    unless request_options.nil? || request_options&.additional_query_parameters.nil?
      req.params = { **(request_options&.additional_query_parameters || {}) }.compact
    end
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/opportunities/meta/post"
  end
  Merge::Crm::MetaResponse.from_json(json_object: response.body)
end

#partial_update(id:, model:, is_debug_mode: nil, run_async: nil, request_options: nil) ⇒ Merge::Crm::OpportunityResponse

Updates an Opportunity object with the given id.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.opportunities.partial_update(id: "id", model: {  })

Parameters:

  • id (String)
  • is_debug_mode (Boolean) (defaults to: nil) —

    Whether to include debug fields (such as log file links) in the response.

  • run_async (Boolean) (defaults to: nil) —

    Whether or not third-party updates should be run asynchronously.

  • model (Hash) —

    Request of type Merge::Crm::PatchedOpportunityRequest, as a Hash

    • :name (String)

    • :description (String)

    • :amount (Integer)

    • :owner (String)

    • :account (String)

    • :stage (String)

    • :status (Merge::Crm::OpportunityStatusEnum)

    • :last_activity_at (DateTime)

    • :close_date (DateTime)

    • :integration_params (Hash=> Object)

    • :linked_account_params (Hash=> Object)

    • :remote_fields (Array<Merge::Crm::RemoteFieldRequest>)

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:



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# File 'lib/merge_ruby_client/crm/opportunities/client.rb', line 241

def partial_update(id:, model:, is_debug_mode: nil, run_async: nil, request_options: nil)
  response = @request_client.conn.patch do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "is_debug_mode": is_debug_mode,
      "run_async": run_async
    }.compact
    req.body = { **(request_options&.additional_body_parameters || {}), model: model }.compact
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/opportunities/#{id}"
  end
  Merge::Crm::OpportunityResponse.from_json(json_object: response.body)
end

#remote_field_classes_list(cursor: nil, include_deleted_data: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil, is_common_model_field: nil, is_custom: nil, page_size: nil, request_options: nil) ⇒ Merge::Crm::PaginatedRemoteFieldClassList

Returns a list of RemoteFieldClass objects.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.opportunities.remote_field_classes_list(cursor: "cD0yMDIxLTAxLTA2KzAzJTNBMjQlM0E1My40MzQzMjYlMkIwMCUzQTAw")

Parameters:

  • cursor (String) (defaults to: nil) —

    The pagination cursor value.

  • include_deleted_data (Boolean) (defaults to: nil) —

    Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](docs.merge.dev/integrations/hris/supported-features/).

  • include_remote_data (Boolean) (defaults to: nil) —

    Whether to include the original data Merge fetched from the third-party to produce these models.

  • include_remote_fields (Boolean) (defaults to: nil) —

    Whether to include all remote fields, including fields that Merge did not map to common models, in a normalized format.

  • include_shell_data (Boolean) (defaults to: nil) —

    Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).

  • is_common_model_field (Boolean) (defaults to: nil) —

    If provided, will only return remote field classes with this is_common_model_field value

  • is_custom (Boolean) (defaults to: nil) —

    If provided, will only return remote fields classes with this is_custom value

  • page_size (Integer) (defaults to: nil) —

    Number of results to return per page.

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:



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# File 'lib/merge_ruby_client/crm/opportunities/client.rb', line 353

def remote_field_classes_list(cursor: nil, include_deleted_data: nil, include_remote_data: nil,
                              include_remote_fields: nil, include_shell_data: nil, is_common_model_field: nil, is_custom: nil, page_size: nil, request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "cursor": cursor,
      "include_deleted_data": include_deleted_data,
      "include_remote_data": include_remote_data,
      "include_remote_fields": include_remote_fields,
      "include_shell_data": include_shell_data,
      "is_common_model_field": is_common_model_field,
      "is_custom": is_custom,
      "page_size": page_size
    }.compact
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/opportunities/remote-field-classes"
  end
  Merge::Crm::PaginatedRemoteFieldClassList.from_json(json_object: response.body)
end

#retrieve(id:, expand: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil, remote_fields: nil, show_enum_origins: nil, request_options: nil) ⇒ Merge::Crm::Opportunity

Returns an Opportunity object with the given id.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.opportunities.retrieve(id: "id")

Parameters:

  • id (String)
  • expand (Merge::Crm::Opportunities::OpportunitiesRetrieveRequestExpand) (defaults to: nil) —

    Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

  • include_remote_data (Boolean) (defaults to: nil) —

    Whether to include the original data Merge fetched from the third-party to produce these models.

  • include_remote_fields (Boolean) (defaults to: nil) —

    Whether to include all remote fields, including fields that Merge did not map to common models, in a normalized format.

  • include_shell_data (Boolean) (defaults to: nil) —

    Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).

  • remote_fields (String) (defaults to: nil) —

    Deprecated. Use show_enum_origins.

  • show_enum_origins (String) (defaults to: nil) —

    A comma separated list of enum field names for which you’d like the original values to be returned, instead of Merge’s normalized enum values. [Learn e](help.merge.dev/en/articles/8950958-show_enum_origins-query-parameter)

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:



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# File 'lib/merge_ruby_client/crm/opportunities/client.rb', line 186

def retrieve(id:, expand: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil,
             remote_fields: nil, show_enum_origins: nil, request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "expand": expand,
      "include_remote_data": include_remote_data,
      "include_remote_fields": include_remote_fields,
      "include_shell_data": include_shell_data,
      "remote_fields": remote_fields,
      "show_enum_origins": show_enum_origins
    }.compact
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/opportunities/#{id}"
  end
  Merge::Crm::Opportunity.from_json(json_object: response.body)
end