github.com/darrenparkinson/planhat

Go Planhat - A simple Planhat Go Library

This repository is intended as a simple to use library for the Go language to interact with the Planhat API.

In order to use this library you will need a planhat subscription.

Installing

You can install the library in the usual way as follows:

$ go get github.com/darrenparkinson/planhat

Usage

In your code, import the library:

import "github.com/darrenparkinson/planhat"

You can then construct a new Planhat client, and use the various services on the client to access different parts of the API. For example:

ph, _ := planhat.NewClient(apikey, cluster, nil)
companies, err := ph.CompanyService.List(context.Background())

Some API methods have optional parameters that can be passed, for example:

ph, _ := planhat.NewClient(apikey, cluster, nil)
opts := &planhat.CompanyListOptions{Limit: planhat.Int(10), Offset: planhat.Int(0)}
companies, err := ph.CompanyService.List(context.Background(), opts)

The services of a client divide the API into logical areas and correspond to the structure of the Planhat API documentation at https://docs.planhat.com/

NOTE: Using the context package, one can easily pass cancelation signals and deadlines to various services of the client for handling a request. In case there is no context available, then context.Background() can be used as a starting point.

Authentication

Authentication is provided by an API Key as outlined in the documentation. You are able to provide the API Key as part of initialisation using NewClient.

You can obtain an API key by navigating to "Service Accounts" and adding a new service account user that has the permissions you require, followed by clicking the "Generate New Token" button.

If you receive a planhat: unauthorized request message, you may be using an incorrect region.

Region

Planhat supports various regions and cluster as outlined in the documentation. You must provide the cluster you are using to NewClient on initialisation. Ask your planhat representative or check the docs to see which one you need to use. If there is no specified cluster, you may pass an empty string.

Examples:

• "" becomes api,
• eu becomes api-eu,
• eu2 becomes api-eu2,
• eu3 becomes api-eu3,
• us2 becomes api-us2

Helper Functions

Most structs for resources use pointer values. This allows distinguishing between unset fields and those set to a zero value. Some helper functions have been provided to easily create these pointers for string, bool and int values as you saw above and here, for example:

opts := &planhat.CompanyListOptions{
	Limit:  planhat.Int(10),
	Offset: planhat.Int(0),
	Sort:   planhat.String("name"),
}

This can cause challenges when receiving results since you may encounter a panic if you access a nil pointer, e.g:

company, _ := ph.CompanyService.GetCompany(ctx, "123123123abcabcabc")
log.Println(*company.ExternalID)

In this case, if the external id has no value, you would receive a panic: runtime error: invalid memory address or nil pointer dereference error. Clearly this isn't a very nice user experience, so where appropriate, "getter" accessor functions are generated automatically for structs with pointer fields to enable you to safely retrieve values:

company, _ := ph.CompanyService.GetCompany(ctx, "123123123abcabcabc")
log.Println(company.GetExternalID())

Pagination

Where pagination is provided, Planhat provides the Offset and Limit query parameters as part of the request parameters for a given endpoint. These can be passed via options to the command:

companies, err := c.CompanyService.List(ctx, &planhat.CompanyListOptions{Limit: planhat.Int(10), Offset: planhat.Int(0)})

By way of an example, you might use the following to work through multiple pages:

var allCompanies []*planhat.Company
limit, offset := 10, 0
for {
    companies, _ := ph.CompanyService.List(ctx, &planhat.CompanyListOptions{Limit: planhat.Int(limit), Offset: planhat.Int(offset)})
    log.Println("Retrieved", len(companies), "companies")
    offset += limit
    if len(companies) == 0 {
	    break
    }
    allCompanies = append(allCompanies, companies...)
}
log.Println("Found total", len(allCompanies), "companies.")

As you can see, planhat doesn't provide a mechanism to check if there are more values, so we keep going until there are no results.

Sorting

Where sorting is provided, Planhat provides the Sort query parameter as part of the request parameters for a given endpoint. This can also be passed via the options to the command and is used in conjuntion with pagination:

companies, err := c.CompanyService.List(ctx, &planhat.CompanyListOptions{Limit: planhat.Int(10), Offset: planhat.Int(0), Sort: planhat.String("name")})

Note that the sort string appears to be case sensitive and must currently use the Planhat object name.

Errors

In the documentation, Planhat identifies the following returned errors. These are provided as constants so that you may check against them:

Code	Error	Constant
400	Bad Request	ErrBadRequest
401	Unauthorized Request	ErrUnauthorized
403	Forbidden	ErrForbidden
500	Internal Error	ErrInternalError

All other errors are returned as ErrUnknown

As an example:

companies, err := ph.CompanyService.List(ctx)
if errors.Is(err, planhat.ErrUnauthorized) {
	log.Fatal("Sorry, you're not allowed to do that.")
}

Services

The following outlines the planhat models and their implementation status:

Model	Service	Implementation Status
Asset	AssetService	Complete
Churn	ChurnService	Not Implemented
Company	CompanyService	Complete
Conversation	ConversationService	Not Implemented
Custom Field	CustomFieldService	Not Implemented
Enduser	EnduserService	Not Implemented
Invoice	InvoiceService	Not Implemented
Issue	IssueService	Not Implemented
License	LicenseService	Not Implemented
Note	NoteService	Not Implemented
NPS	NPSService	Not Implemented
Opportunity	OpportunityService	Not Implemented
Project	ProjectService	Not Implemented
Sale	SaleService	Not Implemented
Task	TaskService	Not Implemented
Ticket	TicketService	Not Implemented
User	UserService	Partial

In addition to the Planhat Models, there are some additional endpoints in the documentation as outlined below:

Section	Service	Implementation Status
User Activities	UserActivityService	Not Implemented
Metrics	MetricsService	Complete

Contributing

Since all endpoints would ideally be covered, contributions are always welcome. Adding new methods should be relatively straightforward.

Versioning

In general this planhat library follows semver for tagging releases of the package. As yet, it is still in development and has not had a tag added, but will in due course. Since it is still in development, you may expect some changes.

License

This library is distributed under the MIT license found in the LICENSE file.