=begin
RForce v0.1
Copyright (c) 2005 Ian Dees
Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:
The above copyright notice and this permission notice shall be included in
all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.
=end
# RForce is a simple Ruby binding to the SalesForce CRM system.
# Rather than enforcing adherence to the sforce.com schema,
# RForce assumes you are familiar with the API. Ruby method names
# become SOAP method names. Nested Ruby hashes become nested
# XML elements.
#
# Example:
#
# binding = RForce::Binding.new 'na1-api.salesforce.com'
# binding.login 'username', 'password'
# answer = binding.search(
# :searchString =>
# 'find {Some Account Name} in name fields returning account(id)')
# account_id = answer.searchResponse.result.searchRecords.record.Id
#
# opportunity = {
# :accountId => account_id,
# :amount => "10.00",
# :name => "New sale",
# :closeDate => "2005-09-01",
# :stageName => "Closed Won"
# }
#
# binding.create 'sObject {"xsi:type" => "Opportunity"}' => opportunity
#
require 'net/https'
require 'uri'
require 'zlib'
require 'stringio'
require 'rexml/document'
require 'rexml/xpath'
require 'rubygems'
require_gem 'builder'
module RForce
#Allows indexing hashes like method calls: hash.key
#to supplement the traditional way of indexing: hash[key]
module FlashHash
def method_missing(method, *args)
self[method]
end
end
#Turns an XML response from the server into a Ruby
#object whose methods correspond to nested XML elements.
class SoapResponse
include FlashHash
#Parses an XML string into structured data.
def initialize(content)
document = REXML::Document.new content
node = REXML::XPath.first document, '//soapenv:Body'
@parsed = SoapResponse.parse node
end
#Allows this object to act like a hash (and therefore
#as a FlashHash via the include above).
def [](symbol)
@parsed[symbol]
end
#Digests an XML DOM node into nested Ruby types.
def SoapResponse.parse(node)
#Convert text nodes into simple strings.
return node.text unless node.has_elements?
#Convert nodes with children into FlashHashes.
elements = {}
class << elements
include FlashHash
end
#Add all the element's children to the hash.
node.each_element do |e|
name = e.name.to_sym
case elements[name]
#The most common case: unique child element tags.
when NilClass: elements[name] = parse(e)
#Non-unique child elements become arrays:
#We've already created the array: just
#add the element.
when Array: elements[name] << parse(e)
#We haven't created the array yet: do so,
#then put the existing element in, followed
#by the new one.
else
elements[name] = [elements[name]]
elements[name] << parse(e)
end
end
return elements
end
end
#Implements the connection to the SalesForce server.
class Binding
DEFAULT_BATCH_SIZE = 10
attr_accessor :batch_size, :url, :assignment_rule_id, :use_default_rule, :update_mru
#Fill in the guts of this typical SOAP envelope
#with the session ID and the body of the SOAP request.
Envelope = <<-HERE
xmlns:spartner="urn:sobject.partner.soap.sforce.com">
%s
%d
%s
%s
HERE
AssignmentRuleHeaderUsingRuleId = '%s'
AssignmentRuleHeaderUsingDefaultRule = 'true'
MruHeader = 'true'
#Connect to the server securely.
def initialize(url, sid)
init_server(url)
@session_id = sid
@batch_size = DEFAULT_BATCH_SIZE
end
def show_debug
$DEBUG or ENV['SHOWSOAP']
end
def init_server(url)
@url = URI.parse(url)
@server = Net::HTTP.new(@url.host, @url.port)
@server.use_ssl = @url.scheme == 'https'
@server.verify_mode = OpenSSL::SSL::VERIFY_NONE
# run ruby with -d or env variable SHOWSOAP=true to see SOAP wiredumps.
@server.set_debug_output $stderr if show_debug
end
#Log in to the server and remember the session ID
#returned to us by SalesForce.
def login(user, password)
@user = user
@password = password
response = call_remote(:login, [:username, user, :password, password])
unless response.loginResponse
pp response
raise "Incorrect user name / password [#{response.fault}]"
end
result = response[:loginResponse][:result]
@session_id = result[:sessionId]
init_server(result[:serverUrl])
response
end
#Call a method on the remote server. Arguments can be
#a hash or (if order is important) an array of alternating
#keys and values.
def call_remote(method, args)
#Create XML text from the arguments.
expanded = ''
@builder = Builder::XmlMarkup.new(:target => expanded)
expand({method => args}, 'urn:partner.soap.sforce.com')
extra_headers = ""
extra_headers << (AssignmentRuleHeaderUsingRuleId % assignment_rule_id) if assignment_rule_id
extra_headers << AssignmentRuleHeaderUsingDefaultRule if use_default_rule
extra_headers << MruHeader if update_mru
#Fill in the blanks of the SOAP envelope with our
#session ID and the expanded XML of our request.
request = (Envelope % [@session_id, @batch_size, extra_headers, expanded])
# reset the batch size for the next request
@batch_size = DEFAULT_BATCH_SIZE
# gzip request
request = encode(request)
headers = {
'Connection' => 'Keep-Alive',
'Content-Type' => 'text/xml',
'SOAPAction' => '""',
'User-Agent' => 'ActiveSalesforce'
}
unless show_debug
headers['Accept-Encoding'] = 'gzip'
headers['Content-Encoding'] = 'gzip'
end
#Send the request to the server and read the response.
response = @server.post2(@url.path, request.lstrip, headers)
# decode if we have encoding
content = decode(response)
# Check to see if INVALID_SESSION_ID was raised and try to relogin in
if method != :login and @session_id and content =~ /sf:INVALID_SESSION_ID/
puts "\n\nSession timeout error - auto relogin activated"
login(@user, @password)
# repackage and rencode request with the new session id
request = (Envelope % [@session_id, @batch_size, extra_headers, expanded])
request = encode(request)
#Send the request to the server and read the response.
response = @server.post2(@url.path, request.lstrip, headers)
content = decode(response)
end
SoapResponse.new(content)
end
# decode gzip
def decode(response)
encoding = response['Content-Encoding']
# return body if no encoding
if !encoding then return response.body end
# decode gzip
case encoding.strip
when 'gzip':
begin
gzr = Zlib::GzipReader.new(StringIO.new(response.body))
decoded = gzr.read
ensure
gzr.close
end
decoded
else
response.body
end
end
# encode gzip
def encode(request)
return request if show_debug
begin
ostream = StringIO.new
gzw = Zlib::GzipWriter.new(ostream)
gzw.write(request)
ostream.string
ensure
gzw.close
end
end
#Turns method calls on this object into remote SOAP calls.
def method_missing(method, *args)
unless args.size == 1 && [Hash, Array].include?(args[0].class)
raise 'Expected 1 Hash or Array argument'
end
call_remote method, args[0]
end
#Expand Ruby data structures into XML.
def expand(args, xmlns = nil)
#Nest arrays: [:a, 1, :b, 2] => [[:a, 1], [:b, 2]]
if (args.class == Array)
args.each_index{|i| args[i, 2] = [args[i, 2]]}
end
args.each do |key, value|
attributes = xmlns ? {:xmlns => xmlns} : {}
#If the XML tag requires attributes,
#the tag name will contain a space
#followed by a string representation
#of a hash of attributes.
#
#e.g. 'sObject {"xsi:type" => "Opportunity"}'
#becomes