LasLabs/python-helpscout

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README.rst

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|License MIT| | |PyPi Package| | |PyPi Versions|

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=========
HelpScout
=========

This library allows you to interact with HelpScout using Python.

* `Read The API Documentation <https://laslabs.github.io/python-helpscout>`_

.. contents:: Table of Contents

============
Installation
============

Installation is easiest using Pip and PyPi::

   pip install helpscout

If you would like to contribute, or prefer Git::

   git clone https://github.com/LasLabs/python-helpscout.git
   cd python-helpscout
   pip install -r requirements.txt
   pip install .

=====
Usage
=====

The `HelpScout object <https://laslabs.github.io/python-helpscout/helpscout.html#helpscout.HelpScout>`_
is the primary point of interaction with the HelpScout API.

Connection
==========

Connecting to the HelpScout API will require an API Key, which is generated from
within your HelpScout account. In the below example, our key is ``API_KEY``.

.. code-block:: python

   from helpscout import HelpScout
   hs = HelpScout('API_KEY')

API Endpoints
=============

The HelpScout API endpoints are exposed as variables on the instantiated ``HelpScout``
object. The available endpoints are:

* `Conversations Endpoint <https://laslabs.github.io/python-helpscout/helpscout.apis.html#module-helpscout.apis.conversations>`_
* `Customers Endpoint <https://laslabs.github.io/python-helpscout/helpscout.apis.html#module-helpscout.apis.customers>`_
* `Mailboxes Endpoint <https://laslabs.github.io/python-helpscout/helpscout.apis.html#module-helpscout.apis.mailboxes>`_
* `Tags Endpoint <https://laslabs.github.io/python-helpscout/helpscout.apis.html#module-helpscout.apis.tags>`_
* `Teams Endpoint <https://laslabs.github.io/python-helpscout/helpscout.apis.html#module-helpscout.apis.teams>`_
* `Users Endpoint <https://laslabs.github.io/python-helpscout/helpscout.apis.html#module-helpscout.apis.users>`_
* `WebHook Endpoint <https://laslabs.github.io/python-helpscout/helpscout.apis.html#module-helpscout.apis.web_hook>`_

They can also be viewed from the ``__apis__`` property of ``HelpScout``::

   >>> hs.__apis__
   {'Conversations': <helpscout.auth_proxy.AuthProxy object at 0x10783ddd0>,
    'Customers': <helpscout.auth_proxy.AuthProxy object at 0x10783dd90>,
    'Mailboxes': <helpscout.auth_proxy.AuthProxy object at 0x10783ded0>,
    'Users': <helpscout.auth_proxy.AuthProxy object at 0x10783df50>,
    'Teams': <helpscout.auth_proxy.AuthProxy object at 0x10783df10>,
    }

API usage is as simple as calling the method with the required parameters and
iterating the results:

.. code-block:: python

   for customer in hs.Customers.list(first_name='Help', last_name='Scout'):
       print(customer)
       print(customer.serialize())

The output from the above would look something like the below when using the
HelpScout demo data:

.. code-block:: python

   # This is the customer object itself (first print)
   <helpscout.models.customer.Customer object at 0x10783df10>
   # This is the serialized form of the customer (second print)
   {'chats': [],
    'social_profiles': [],
    'first_name': u'Help',
    'last_name': u'Scout',
    'phones': [],
    'created_at': '2017-09-16T18:38:37Z',
    'modified_at': '2017-09-16T18:38:37Z',
    u'__class__': 'Customer',
    'websites': [],
    'id': 143161083,
    'location': u'Boston, MA',
    'full_name': u'Help Scout',
    'gender': 'unknown',
    'photo_type': 'gravatar',
    'type': 'customer',
    'emails': [],
    'photo_url': u'https://secure.gravatar.com/avatar/7d599977ec288a9141317b352c04d497'}

In some instances, such as in the case of browsing for a record by its ID, a
singleton is expected. In these instances, the singleton is directly used
instead of iterated

.. code-block:: python

   >>> customer = hs.Customers.get(143161083)
   >>> customer
   <helpscout.models.customer.Customer object at 0x101723e50>
   >>> from pprint import pprint
   >>> pprint(customer.serialize())
   {u'__class__': 'Customer',
    'address': {u'__class__': 'Address',
                'city': u'Boston',
                'country': u'US',
                'created_at': '2017-09-16T18:38:37Z',
                'id': 4996350,
                'lines': [u'131 Tremont Street', u'3rd Floor'],
                'postal_code': u'02111-1338',
                'state': u'MA'},
    'chats': [],
    'created_at': '2017-09-16T18:38:37Z',
    'emails': [{u'__class__': 'Email',
                'id': 189240662,
                'location': 'work',
                'value': u'help@helpscout.net'}],
    'first_name': u'Help',
    'full_name': u'Help Scout',
    'gender': 'unknown',
    'id': 143161083,
    'last_name': u'Scout',
    'location': u'Boston, MA',
    'modified_at': '2017-09-16T18:38:37Z',
    'phones': [{u'__class__': 'Phone',
                'id': 189240668,
                'location': 'work',
                'value': u'855-435-7726'}],
    'photo_type': 'gravatar',
    'photo_url': u'https://secure.gravatar.com/avatar/7d599977ec288a9141317b352c04d497',
    'social_profiles': [{u'__class__': 'SocialProfile',
                         'id': 189240667,
                         'type': 'twitter',
                         'value': u'http://twitter.com/helpscout'},
                        {u'__class__': 'SocialProfile',
                         'id': 189240663,
                         'type': 'twitter',
                         'value': u'https://twitter.com/helpscout'},
                        {u'__class__': 'SocialProfile',
                         'id': 189240664,
                         'type': 'twitter',
                         'value': u'https://twitter.com/HelpScoutDev'}],
    'type': 'customer',
    'websites': [{u'__class__': 'Website',
                  'id': 189240670,
                  'value': u'http://developer.helpscout.net'},
                 {u'__class__': 'Website',
                  'id': 189240665,
                  'value': u'http://status.helpscout.net/'},
                 {u'__class__': 'Website',
                  'id': 189240666,
                  'value': u'http://www.helpscout.com'},
                 {u'__class__': 'Website',
                  'id': 189240671,
                  'value': u'http://www.helpscout.net'}]}

Note that all of the API responses will be parsed, with proper objects being
created from the results. The objects are all defined in the `helpscout.models
package <https://laslabs.github.io/python-helpscout/helpscout.models.html>`_.

Searching
=========

The ``.search()`` method is implemented for the following endpoints:

* `Conversations Search
  <https://laslabs.github.io/python-helpscout/helpscout.apis.html#helpscout.
  apis.conversations.Conversations.search>`_
* `Customers Search
  <https://laslabs.github.io/python-helpscout/helpscout.apis.html#helpscout.
  apis.customers.Customers.search>`_

Search accepts either an instantiated `Domain <https://laslabs.github.io/
python-helpscout/helpscout.domain.html#helpscout.domain.Domain>`_, or an
`iterator of queries <https://laslabs.github.io/python-helpscout/helpscout.
domain.html#helpscout.domain.Domain.from_tuple>`_:

.. code-block:: python

   [('subject', 'Test1'),
    'OR',
    ('subject', 'Test2')',
    ('subject', 'Test3')',
    ]

The above is equivalent to a HelpScout query string of::

   (subject:'Test1' OR subject:'Test2' OR subject:'Test3')

Following is a usage example:

.. code-block:: python

   >>> res = hs.Conversations.search([('subject', 'Learning')])
   >>> for r in res:
   >>>     r.serialize()
   {'status': 'active', 'customer_email': u'help@helpscout.net', 'thread_count': 0, 'modified_at': '2017-09-16T18:38:37Z', 'number': 150, 'subject': u'Learning the basics', u'__class__': 'SearchConversation', 'has_attachments': False, 'mailbox_id': 122867, 'preview': u'Hey Dave, Above this message is what we call the Conversation Toolbar. From there you can take all sorts of actions on a Conversation. Hover your mouse over each of the icons to see what you can do....', 'id': 432907900, 'customer_name': u'Help Scout'}

Web Hooks
=========

`Web Hooks <https://laslabs.github.io/python-helpscout/helpscout.
web_hook.html#helpscout.web_hook.web_hook.HelpScoutWebHook>`_ can be received by
instantiating a ``HelpScoutWebHook`` using
the secret key that was configured while setting up the hook in your
HelpScout account:

.. code-block:: python

   from helpscout import HelpScoutWebHook

   hook = HelpScoutWebHook('your secret key')

In order to actually receive the request, call the `receive method
<https://laslabs.github.io/python-helpscout/helpscout.web_hook.html
#helpscout.web_hook.web_hook.HelpScoutWebHook.receive>`_ on the instantiated
``HelpScoutWebHook``:

.. code-block:: python

   signature = '2iFmnzC8SCNVF/iNiMnSe19yceU=\n'  # (``X-HelpScout-Signature`` Header)
   event_type = 'customer.created'  # (``X-HelpScout-Event`` Header)
   request_body = '{"firstName":"Jackie","lastName":"Chan",' \
                  '"email":"jackie.chan@somewhere.com",' \
                  '"gender":"male"}'

   event = web_hook.receive(
       event_type, signature, request_body,
   )

The ``WebHookEvent`` that is returned contains two properties:

* ``event_type`` (*str*): The type of event that is being represented
* ``record`` (*helpscout.BaseModel*): The parsed data record for this request

Given the above example:

.. code-block:: python

   >>> event.event_type
   'customer.created'
   >>> event.record
   <helpscout.models.customer.Customer object at 0x101723e50>

You create a web hook using the standard endpoint create:

.. code-block:: python

   from helpscout.models import HelpScoutWebHook
   hook = HelpScoutWebHook(
      url='https://example.com/my/web/hook/'
      secret_key='SuperSecretRandomizedString'
      events=[
         'customer.created',
      ],
   )
   hs.WebHook.create(hook)

The above example will create a hook for the ``customer.created`` event using
the pre-authenticated ``HelpScout`` object from above examples (``hs``).

======================
Known Issues / RoadMap
======================

* Add better validations (like regexes for emails)
* Verify required attributes, particularly when creating for API instead of
  receiving
* Attachment handling in Conversations (Create/Delete Attachment)
* Raw email source handling in Conversations (Get Thread Source)
* Implement List Customers by Mailbox
* Implement Workflows
* Implement index lookup for the RequestPaginator (currently only response
  iteration is supported)
* Make the domain add syntax more robust (right now AND + OR don't combine well)
* Docs API is not implemented

=======
Credits
=======

Contributors
============

* Dave Lasley <dave@laslabs.com>
* Brent Hughes <brent.hughes@laslabs.com>

Maintainer
==========

.. image:: https://laslabs.com/logo.png
   :alt: LasLabs Inc.
   :target: https://laslabs.com

This module is maintained by LasLabs Inc.

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   :alt: License: MIT
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