=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