The Desk Ruby Gem ==================== A Ruby wrapper for the [Desk.com API](http://dev.desk.com/) Installation ------------ gem install desk What's new in 1.0.0? -------------------- Completely rewritten for Desk.com API v2 For those upgrading from API v2 (Desk gem v0.3.x), check out the [transition guide](TRANSITION.mkd) Help! I'm getting: "Did not recognize your engine specification. Please specify either a symbol or a class. (RuntimeError)" --------------------------------------------------------------------------------------------------------------------------- You'll need to explicitly require a JSON library. We recommend [yajl-ruby](http://github.com/brianmario/yajl-ruby). Overview -------------- Desk.com's API v2 follows a standard structure for (almost) every endpoint (see the last section of the examples for the irregularities). Each endpoint impliments some, or all, of the following actions: list, search, show, create, update and delete. Additionally, some endpoints impliment sub-endpoints that utilize the same list of actions. The endpoint actions, and sub-endpoint actions, are implimented as methods in the following way: [action]_[endpoint] or [action]_[endpoint]_[sub-endpoint] http://dev.desk.com/API/cases The cases endpoint is a great example. It impliments the list, search, show, create and updated actions. It additionally impliments sub-endpoints for messages, replies, notes and attachments related to cases. See the above link for more information. For the Case endpoint, the create action would look like: Desk.create_case(args) For the Reply sub-endpoint under Cases, the update action would look like: Desk.update_case_reply(case_id, reply_id, args) Take note, as reflected in the Desk.com API documentation, that the list and search actions change the plurality of the endpoint or sub-endpoint. Such as: Desk.search_cases Desk.list_case_replies(case_id) Aliases ------------- For ease of use, the list and show endpoint and sub-endpoint methods have aliases that drop the action. These translate as follows: list_[endpoint plural] => [endpoint plural] show_[endpoint] => [endpoint] list_[endpoint]_[sub-endpoint pluaral] => [endpoint]_[sub-endpoint plural] show_[endpoint]_[sub-endpoint] => [endpoint]_[sub-endpoint] For the Case endpoint and Reply sub-endpoint that would look like: Desk.cases Desk.case(case_id) Desk.case_replies(case_id) Desk.case_reply(case_id, reply_id) Additionally, for endpoints that impliment the search action, the list and list alias will intelligently use the correct API action for the provided arguments. Meaning, all of the following are valid: Desk.cases Desk.cases(:page => 2) Desk.cases(:status => "new,open") Desk.cases(:status => "new,open", :page => 2, :per_page => 10) Responses -------------- While the raw API responses are available (see below), results are by default translated into cleaner, more accessible Ruby objects, allowing the following: cases = Desk.cases cases.each do |c| puts c.priority puts c.status end For actions like show, create and update the endpoint fields are accessible in the object root, such as: c = Desk.case(case_id) puts c.priority puts c.status Additionally, the new "\_links" in API v2 are easily accessible in this way as well. Because each link (like self, first, next, etc) contain a fully formated API callback, we're able to directly load the results of that link and return the resulting object. This allows for clean, simple code like the following to page though all the avaiable cases: cases = Desk.list_cases while cases cases.each do |c| # do something with each case end cases = cases.next end Or to easily access a case's assigned user and assigned group: c = Desk.show_case(case_id) user_object = c.assigned_user group_object = c.assigned_group Raw Responses -------------- While almost all of the Desk.com API results are accessible, in some form, using the simple object keys above the raw results are still avaiable via the "raw" key. This allows for: c = Desk.show_case(case_id) puts c.raw["_links"]["self"]["class"] Usage Examples -------------- require "rubygems" require "desk" # All methods require authentication. To get your Desk OAuth credentials, # register an app in the Desk.com admin for your account at http://your-domain.desk.com/admin Desk.configure do |config| config.support_email = "help@example.com" config.subdomain = YOUR_DESK_SUBDOMAIN config.consumer_key = YOUR_CONSUMER_KEY config.consumer_secret = YOUR_CONSUMER_SECRET config.oauth_token = YOUR_OAUTH_TOKEN config.oauth_token_secret = YOUR_OAUTH_TOKEN_SECRET end ###### # List examples ###### # List cases Desk.cases # List customers Desk.customers # List site settings Desk.site_settings # List twitter users Desk.twitter_users # List article translations Desk.article_translations(1) # List case notes Desk.case_notes(12345) ###### # Search examples ###### # Search articles Desk.articles(:text => "happy", :topic_ids => "1,2,4") # Search cases Desk.cases(:since_id => 12345) # Search companies Desk.companies(:q => "acme") # Search customers Desk.customers(:last_name => "Smith", :custom_field => "IS 5416") ###### # Show examples ###### # Get a specific custom field Desk.custom_field(1) # Get a specific facebook user Desk.facebook_user(1234) # Get a specific case Desk.case(12345) # Get a specific twitter account Desk.twitter_account(2) ###### # Create examples ###### # Create a new phone case Desk.create_case( :type => "phone", :subject => "Creating a case via the API", :priority => 4, :status => "open", :labels => [ "Spam", "Ignore" ], :_links => { :customer => { :href => "/api/v2/customers/1", :class => "customer" }, :assigned_user => { :href => "/api/v2/users/1", :class => "user" }, :assigned_group => { :href => "/api/v2/groups/1", :class => "group" }, :locked_by => { :href => "/api/v2/users/1", :class => "user" }, :entered_by => { :href => "/api/v2/users/1", :class => "user" } }, :message => { :direction => "out", :body => "Please assist me with this case", } ) # Create a new label Desk.create_label( :name => "MyLabel", :description => "A Test Label", :types => [ "case", "macro" ], :color => "blue" ) # Create a new topic Desk.create_topic( :name => "Social Media", :allow_questions => true, :in_support_center => true ) ###### # Update examples ###### # Update a customer Desk.update_customer(123, :first_name => "Johnny", :emails => [ { :type => "work", :value => "johnny@acme.com" }, { :type => "other", :value => "johnny@other.com" } ], :custom_fields => { :level => "super" } ) # Update an integration URL Desk.update_integration_url(10, :enabled => false) # Update a macro Desk.update_macro(5, :name => "Macro 5") ###### # Delete examples ###### # Delete a case Desk.delete_case(12345) # Delete a label Desk.delete_label(2) # Delete a macro Desk.delete_macro(10) ###### # Sub-endpoint examples ###### # Get the original message for a specific case Desk.case_message(12345) # Get the cases for a specifc filter Desk.filter_cases(8) # Output all replies for a specific case Desk.case_replies(12345).each { |r| puts r.body } # Update the translation for a specific topic Desk.update_topic_translation(1, "ja", :name => "The Japanese Translation") # Delete a specifc attachment for a specific case Desk.delete_case_attachment(12345, 10) ###### # _link helper examples ###### # Output the original message and all replies using the _link helpers c = Desk.case(12345) puts c.message.body c.replies.each { |r| puts r.body } # Output all article subjects, who created them and who last updated them Desk.articles.each do |a| puts a.subject puts "Created at: #{a.created_at} by #{a.created_by.public_name}" puts "Updated at: #{a.updated_at} by #{a.updated_by.public_name}" end # For all customers who have been created since 01/01/2013, output the # original message for all cases for those customers Desk.customers(:since_created_at => 1385856000).each do |customer| customer.cases.each do |c| puts c.message.body end end ###### # Helper methods ###### # Add an address, email and phone # number to an existing customer customer = Desk.customer(12345) customer_add_address(customer, "12545 Riata Vista Cir, Austin, TX 78727", "work") customer_add_email(customer, "ruby@desk.com") customer_add_phone_number(customer, "123-456-7890", "other") # Delete a specific address, email and # phone number from an existing customer customer = Desk.customer(12345) customer_delete_address(customer, "12545 Riata Vista Cir, Austin, TX 78727") customer_delete_email(customer, "ruby@desk.com") customer_delete_phone_number(customer, "123-456-7890") # Delete all addresses and phone # numbers of a specific type customer = Desk.customer(12345) customer_delete_address(customer, "work") customer_delete_phone_number(customer, "other") # The delete helpers also support mixing # and matching multiple items customer = Desk.customer(12345) customer_delete_address(customer, "work", "other", " "12545 Riata Vista Cir, Austin, TX 78727") customer_delete_email(customer, "ruby@desk.com", "gem@desk.com") customer_delete_phone_number(customer, "work", "123-456-7890", "908-456-321") ###### # "non-standard" examples ###### # Get a case url Desk.case_url(12345) # Get the history for a sepcific case Desk.case_history(12345) # Show insights meta data Desk.insights_meta # Create insights report Desk.create_insights_report( :resolution => "days", :min_date => "2013-12-01", :max_date => "2013-12-16", :dimension1_name => "*", :dimension1_values => "*", :dimension2_name => "*", :dimension2_values => "*" ) # Show the daily system message Desk.system_message Contributing ------------ In the spirit of [free software](http://www.fsf.org/licensing/essays/free-sw.html), **everyone** is encouraged to help improve this project. Here are some ways *you* can contribute: * by using alpha, beta, and prerelease versions * by reporting bugs * by suggesting new features * by writing or editing documentation * by writing specifications * by writing code (**no patch is too small**: fix typos, add comments, clean up inconsistent whitespace) * by refactoring code * by closing [issues](http://github.com/zencoder/desk/issues) * by reviewing patches All contributors will be added to the [HISTORY](https://github.com/zencoder/desk/blob/master/HISTORY.mkd) file and will receive the respect and gratitude of the community. Submitting an Issue ------------------- We use the [GitHub issue tracker](http://github.com/zencoder/desk/issues) to track bugs and features. Before submitting a bug report or feature request, check to make sure it hasn't already been submitted. You can indicate support for an existing issuse by voting it up. When submitting a bug report, please include a [Gist](http://gist.github.com/) that includes a stack trace and any details that may be necessary to reproduce the bug, including your gem version, Ruby version, and operating system. Ideally, a bug report should include a pull request with failing specs. Submitting a Pull Request ------------------------- 1. Fork the project. 2. Create a topic branch. 3. Implement your feature or bug fix. 4. Add documentation for your feature or bug fix. 5. Run bundle exec rake doc:yard. If your changes are not 100% documented, go back to step 4. 6. Add specs for your feature or bug fix. 7. Run bundle exec rake spec. If your changes are not 100% covered, go back to step 6. 8. Commit and push your changes. 9. Submit a pull request. Please do not include changes to the gemspec, version, or history file. (If you want to create your own version for some reason, please do so in a separate commit.) Copyright --------- Copyright (c) 2012 Chris Warren/[Zencoder](http://zencoder.com) See [LICENSE](https://github.com/zencoder/desk/blob/master/LICENSE.mkd) for details.