mycrm

Mycrm Gem

A library to simplify communication with the MyCrm data service.

Configuration

storage = Redis.new({"host"=>"localhost", "port"=>6379, "namespace"=>"loan-market-platform-development"})
Mycrm.configure do |conf|
  conf.base_uri = 'https://api.endopoint.com'
  conf.username = 'some-user-name'
  conf.password = 'very-secret'
  conf.logger = ::Logger.new(STDOUT)
  conf.storage = storage
  conf.token_storage_expiry = 600 # in seconds default 10 minutes (600)
  # it overrides the default domains' values
  conf.domains = {
    sources: {
      lm_contact_us: -9
    },
    purposes: {
      first_home: 17207
    },
    loan_features:{
      other: 16928
    },
    adviser_sources:{
      loan_market_careers_website: 16
    },
    adviser_types:{
      mortgage_broker: 7829
    },
    other_option:{
      other: 36928
    }
  }
end

Create a new simple lead

lead = Mycrm::Facades::Lead.new
lead.first_name = 'Michael'
lead.last_name = 'Stephens'
lead.email = '[e-mail]'
lead.mobile = '0555123457'
lead.home_address = '135 King Street, 2000, Sydney, NSW, Australia'
lead.mobile_validated = true
lead.allocated_broker_id = 858860
lead.source = 'Lm Contact Us'
lead.activity_title = 'Gem Enquiry!'
lead.activity_details = 'I would like to ask...'

lead.create!

Create a new lead with loan application

lead = Mycrm::Facades::LeadApplication.new
lead.first_name = 'Michael'
lead.last_name = 'Stephens'
lead.email = '[e-mail]'
lead.mobile = '0555123457'
lead.home_address = '135 King Street, Sydney, 2000, NSW'
lead.mobile_validated = true
lead.allocated_broker_id = 858860
lead.source = 'Lm Contact Us'
lead.settlement_date = "2017-06-06T23:38:18.609Z"
lead.add_purpose 'First Home'
lead.add_feature 'Other'
lead.loan_term = 120
lead.loan_amount = 35000
lead.activity_title = 'Gem Enquiry!'
lead.activity_details = 'I would like to ask...'

lead.create!

Create a new prospect adviser

adviser = Mycrm::Models::Adviser.new
adviser.first_name = 'James'
adviser.last_name = 'Smith'
adviser.email = '[e-mail]'
adviser.mobile = '0555123457'
adviser.business_phone = '0405666555'
adviser.business_address = '135 King Street, Sydney, 2000, NSW'
adviser.summary = "I'm looking for job!"
adviser.source = 'Loan Market Careers Website'
adviser.reporting_country = 'Australia'
adviser.type = 'Mortgage Broker'

adviser.create!

Development

Running tests in development

Some of the tests run against the test instance of the actual My CRM API.

To run these locally add a .env.local file with API_BASE_URI, API_USERNAME, and API_PASSWORD:

API_BASE_URI=https://testapi.nzfsg.co.nz
API_USERNAME=$api-user-email
API_PASSWORD=$api-user-password

Get the propper details off one of the Loan Market developers.