# Zendesk API Client ## API version support This client **only** supports Zendesk's v2 API. Please see our [API documentation](http://developer.zendesk.com) for more information. ## Documentation Please check out the [wiki](https://github.com/zendesk/zendesk_api_client_rb/wiki), [class documentation](https://zendesk-api.herokuapp.com/doc/index.html), and [issues](https://github.com/zendesk/zendesk_api_client_rb/issues) before reporting a bug or asking for help. ## Important Notices * Version 0.0.5 brings with it a change to the top-level namespace. All references to Zendesk should now use ZendeskAPI. * Version 0.3.0 changed the license from MIT to Apache Version 2. * Version 0.3.2 introduced a regression when side-loading roles on users. This was fixed in 0.3.4. * Version 1.0.0 changes the way errors are handled. Please see the [wiki page](https://github.com/zendesk/zendesk_api_client_rb/wiki/Errors) for more info. ## Installation The Zendesk API client can be installed using Rubygems or Bundler. ### Rubygems ```sh gem install zendesk_api ``` ### Bundler Add it to your Gemfile gem "zendesk_api" and follow normal [Bundler](http://gembundler.com/) installation and execution procedures. ## Configuration Configuration is done through a block returning an instance of ZendeskAPI::Client. The block is mandatory and if not passed, an ArgumentError will be thrown. ```ruby require 'zendesk_api' client = ZendeskAPI::Client.new do |config| # Mandatory: config.url = "<- your-zendesk-url ->" # e.g. https://mydesk.zendesk.com/api/v2 # Basic / Token Authentication config.username = "login.email@zendesk.com" # Choose one of the following depending on your authentication choice config.token = "your zendesk token" config.password = "your zendesk password" # OAuth Authentication config.access_token = "your OAuth access token" # Optional: # Retry uses middleware to notify the user # when hitting the rate limit, sleep automatically, # then retry the request. config.retry = true # Logger prints to STDERR by default, to e.g. print to stdout: require 'logger' config.logger = Logger.new(STDOUT) # Changes Faraday adapter # config.adapter = :patron # Merged with the default client options hash # config.client_options = { :ssl => false } # When getting the error 'hostname does not match the server certificate' # use the API at https://yoursubdomain.zendesk.com/api/v2 end ``` Note: This ZendeskAPI API client only supports basic authentication at the moment. ## Usage The result of configuration is an instance of ZendeskAPI::Client which can then be used in two different methods. One way to use the client is to pass it in as an argument to individual classes. ```ruby ZendeskAPI::Ticket.new(client, :id => 1, :priority => "urgent") # doesn't actually send a request, must explicitly call #save ZendeskAPI::Ticket.create(client, :subject => "Test Ticket", :comment => { :value => "This is a test" }, :submitter_id => client.current_user.id, :priority => "urgent") ZendeskAPI::Ticket.find(client, :id => 1) ZendeskAPI::Ticket.destroy(client, :id => 1) ``` Another way is to use the instance methods under client. ```ruby client.tickets.first client.tickets.find(:id => 1) client.tickets.build(:subject => "Test Ticket") client.tickets.create(:subject => "Test Ticket", :comment => { :value => "This is a test" }, :submitter_id => client.current_user.id, :priority => "urgent") client.tickets.destroy(:id => 1) ``` The methods under ZendeskAPI::Client (such as .tickets) return an instance of ZendeskAPI::Collection a lazy-loaded list of that resource. Actual requests may not be sent until an explicit ZendeskAPI::Collection#fetch, ZendeskAPI::Collection#to_a, or an applicable methods such as #each. ### Caveats Resource updating is implemented by sending only the `changed?` attributes to the server (see `ZendeskAPI::TrackChanges`). Unfortunately, this module only hooks into `Hash` meaning any changes to an `Array`not resulting in a new instance will not be tracked and sent. ``` zendesk_api_client_rb $ bundle console > a = ZendeskAPI::Trackie.new(:tags => []).tap(&:clear_changes) > a.changed?(:tags) => false > a.tags << "my_new_tag" => ["my_new_tag"] > a.changed?(:tags) => false > a.tags += %w{my_other_tag} => ["my_new_tag", "my_other_tag"] > a.changed?(:tags) => true ``` ### Pagination ZendeskAPI::Collections can be paginated: ```ruby tickets = client.tickets.page(2).per_page(3) next_page = tickets.next # => 3 tickets.fetch # GET /api/v2/tickets?page=3&per_page=3 previous_page = tickets.prev # => 2 tickets.fetch # GET /api/v2/tickets?page=2&per_page=3 ``` Iteration over all resources and pages is handled by Collection#all ```ruby client.tickets.all do |resource| # every resource, from all pages, will be yielded to this block end ``` If given a block with two arguments, the page number is also passed in. ```ruby client.tickets.all do |resource, page_number| # all resources will be yielded along with the page number end ``` ### Callbacks Callbacks can be added to the ZendeskAPI::Client instance and will be called (with the response env) after all response middleware on a successful request. ```ruby client.insert_callback do |env| puts env[:response_headers] end ``` ### Resource management Individual resources can be created, modified, saved, and destroyed. ```ruby ticket = client.tickets[0] # ZendeskAPI::Ticket.find(client, :id => 1) ticket.priority = "urgent" ticket.attributes # => { "priority" => "urgent" } ticket.save # Will PUT => true ticket.destroy # => true ZendeskAPI::Ticket.new(client, { :priority => "urgent" }) ticket.new_record? # => true ticket.save # Will POST ``` ### Side-loading **Warning: this is an experimental feature. Abuse it and lose it.** To facilitate a smaller number of requests and easier manipulation of associated data we allow "side-loading", or inclusion, of selected resources. For example: A ZendeskAPI::Ticket is associated with ZendeskAPI::User through the requester_id field. API requests for that ticket return a structure similar to this: ```json "ticket": { "id": 1, "url": "http.....", "requester_id": 7, ... } ``` Calling ZendeskAPI::Ticket#requester automatically fetches and loads the user referenced above (`/api/v2/users/7`). Using side-loading, however, the user can be partially loaded in the same request as the ticket. ```ruby tickets = client.tickets.include(:users) # Or client.tickets(include: :users) # Does *NOT* make a request to the server since it is already loaded tickets.first.requester # => # ``` OR ```ruby ticket = client.tickets.find(:id => 1, :include => :users) ticket.requester # => # ``` Currently, this feature is limited to only a few resources and their associations. They are documented on [developer.zendesk.com](http://developer.zendesk.com/documentation/rest_api/introduction.html#side-loading-\(beta\)). ### Search Searching is done through the client. Returned is an instance of ZendeskAPI::Collection: ```ruby client.search(:query => "my search query") # /api/v2/search.json?query=... client.users.search(:query => "my new query") # /api/v2/users/search.json?query=... ``` ### Special case: Custom resources paths API endpoints such as tickets/recent or topics/show_many can be accessed through chaining. They will too return an instance of ZendeskAPI::Collection. ```ruby client.tickets.recent client.topics.show_many(:verb => :post, :ids => [1, 2, 3]) ``` ### Special Case: Current user Use either of the following to obtain the current user instance: ```ruby client.users.find(:id => 'me') client.current_user ``` ### Special Case: Importing a ticket Bulk importing tickets allows you to move large amounts of data into Zendesk. ```ruby ticket = ZendeskAPI::Ticket.import(client, :subject => "Help", :comments => [{ :author_id => 19, :value => "This is a comment" }]) ``` http://developer.zendesk.com/documentation/rest_api/ticket_import.html ### Attaching files Files can be attached to ticket comments using either a path or the File class and will be automatically uploaded and attached. ```ruby ticket = ZendeskAPI::Ticket.new(client, :comment => { :value => "attachments" }) ticket.comment.uploads << "img.jpg" ticket.comment.uploads << File.new("img.jpg") ticket.save ``` ### Apps API v1.1.0 introduces support for the Zendesk [Apps API](http://developer.zendesk.com/documentation/apps/reference/api.html) #### Creating Apps ```ruby upload = client.apps.uploads.create!(:file => "path/to/app.zip") client.apps.create!(:name => "test", :short_description => "My test app", :upload_id => upload.id) # Or app = ZendeskAPI::App.new(client, :name => "test", :short_description => "My test app") app.upload = "path/to/app.zip" app.save! # Or upload = ZendeskAPI::App::Upload.new(client, :file => "path/to/app.zip") upload.save! app = ZendeskAPI::App.new(client, :name => "test") app.short_description = "My test app" app.upload_id = upload.id app.save! # Not supported! client.apps.create!(:name => "test", :short_description => "My test app", :upload => "app.zip") ``` *Note: job statuses are currently not supported, so you must manually poll the job status API for app creation.* ```ruby body = {} until %w{failed completed}.include?(body["status"]) response = client.connection.get(app.response.headers["Location"]) body = response.body sleep(body["retry_in"]) end ``` #### Updating Apps ```ruby client.apps.update!(:id => 123, :short_description => "New Description") app = ZendeskAPI::App.new(client, :id => 123, :short_description => "New Description") app.save! ZendeskAPI::App.update!(client, :id => 123, :short_description => "New Description") ``` #### Deleting Apps ```ruby client.apps.destroy!(:id => 123) app = ZendeskAPI::App.new(client, :id => 123) app.destroy! ZendeskAPI::App.destroy!(client, :id => 123) ``` #### Installing an App ```ruby install = ZendeskAPI::App::Installation.new(client, :app_id => 123) install.save! client.apps.installations.create!(:app_id => 123) ZendeskAPI::App::Installation.create!(client, :app_id => 123) ``` #### List Installations ```ruby apps = client.app.installations apps.fetch! ``` #### Update Installation ```ruby client.app.installations.update!(:id => 123, :settings => { :title => "My New Name" }) install = ZendeskAPI::App::Installation.new(client, :id => 123) install.settings = { :title => "My New Name" } install.save! ZendeskAPI::App::Installation.update!(client, :id => 123, :settings => { :title => "My New Name" }) ``` #### Delete Installation ```ruby client.app.installations.destroy!(:id => 123) install = ZendeskAPI::App::Installation.new(client, :id => 123) install.destroy! ZendeskAPI::App::Installation.destroy!(client, :id => 123) ``` ## Note on Patches/Pull Requests 1. Fork the project. 2. Make your feature addition or bug fix. 3. Add tests for it. This is important so I don't break it in a future version unintentionally. 4. Commit, do not mess with rakefile, version, or history. (if you want to have your own version, that is fine but bump version in a commit by itself I can ignore when I pull) 5. Send me a pull request. Bonus points for topic branches. ## Supported Ruby Versions Tested with Ruby 1.8.7 and 1.9.3 [![Build Status](https://secure.travis-ci.org/zendesk/zendesk_api_client_rb.png?branch=master)](http://travis-ci.org/zendesk/zendesk_api_client_rb) ## Copyright and license Copyright 2013 Zendesk Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.