webBooks APIs

From Cliquesoft
Revision as of 07:50, 24 March 2015 by Digitalpipe (Talk | contribs)

Jump to: navigation, search

Below you will see a list of each official module produced by Cliquesoft. Clicking on a module name from the list will take you to the appropriate section that outlines the various API's used by the modules' graphical frontend. It is important to note that the 'username' and 'SID' (security identifier provided after a successful login) values should be passed for every communication with the server, even if they are null values (which will default to the 'guest' account and may prevent access). Any questions, comments, or concerns should be directed to our staff.

The below key specifies the provided value values:

  • {...|...|...} - this specifies that the value can be one of the items in the list
  • (...........) - this specifies a description for the what the value needs to be
  • [...........] - this specifies that the value is optional



Dashboard

In order to process any of these API's, all requests should be directed to the 'modules/webbooks/webbooks.php' file. The type of request will be specified per section below.

Load the interface

Since the default themed dashboard is hard coded within the 'themes/default/webbooks.html' file, there isn't a request to load the interface. This will also be the case if any other theme is used.


Populate the form

To populate all the various values of the interface form objects, the below parameters will need to be passed via a GET request:

action=init
target=values
username=(the username for the account)
SID=(the security identifier for the account)

This will return all the information in the following XML layout:

   <system socialURI="STRING" />
   <user id="INTEGER" name="STRING" />
   <employees>
      <employee id="INTEGER" name="STRING" status="{in|out|delayed}" avail="{yes|no|break|meeting}" />

      ...repeated for each employee in the company...
   </employees>
   <jobs>
      <job id="INTEGER" module="STRING" customerID="INTEGER" customerName="STRING" required="DATE" />

      ...repeated for each job associated with the employee...
   </jobs>
   <groups>
      <group id="INTEGER" name="STRING" icon="STRING">
         <module id="INTEGER" name="STRING" icon="STRING" />

         ...repeated for each module within the group...
      </group>

      ...repeated for each defined group on the dashboard...
   </groups>


Change the interface

To change between the dashboard and the social interface, the below parameters will need to be passed via a GET request:

action=check
target=provider
username=(the username for the account)
SID=(the security identifier for the account)
uri=(the URI of the email provider such as 'http://www.gmail.com')

When changing to the social interface, the server-side script will perform a quick test to see if the provider allows for an embedded version of their service and returns the following XML:

   <s></s>

   OR

   <f><msg>The service provider for your social interaction does not allow embedding in an iframe.</msg></f>


Update 'Employee' tab data

To update the data on the 'Employees' tab, the below parameters will need to be passed via a GET request:

action=update
target=employees
username=(the username for the account)
SID=(the security identifier for the account)

This will return all the information in the following XML layout:

   <employees>
      <employee id="INTEGER" name="STRING" status="{in|out|delayed}" avail="{yes|no|break|meeting}" />
   </employees>
   <jobs>
      <job id="INTEGER" module="STRING" customerID="INTEGER" customerName="STRING" required="DATE" />

      ...repeated for each job assigned to the employee...
   </jobs>


Update user status

To update the users working status, the below parameters will need to be passed via a GET request:

action=update
target=status
username=(the username for the account)
SID=(the security identifier for the account)
status={in|out|pto|sick|delayed}

This will return all the information in the following XML:

   <s><msg>Your status has been updated successfully!</msg><data status="{in|out|pto|sick|delayed}" /></s>

   OR

   <f><msg>There was an error processing your request and our staff has been notified.  Please try again in a few minutes.</msg><data prior="{yes|no|break|meeting}" /></f>


Update user availability

To update the users working availability, the below parameters will need to be passed via a GET request:

action=update
target=status
username=(the username for the account)
SID=(the security identifier for the account)
avail={yes|no|break|meeting}

This will return all the information in the following XML:

   <s><msg>Your status has been updated successfully!</msg><data status="{yes|no|break|meeting}" /></s>

   OR

   <f><msg>There was an error processing your request and our staff has been notified.  Please try again in a few minutes.</msg><data prior="{yes|no|break|meeting}" /></f>



System Configuration

In order to process any of these API's, all requests should be directed to the 'modules/webbooks/system_configuration.php' file. The type of request will be specified per section below.

Load the interface

To load the modules default HTML interface (themes/default/webbooks.system_configuration.html), the below parameters should be passed to the appropriate php file via a GET request. Loading an alternative screen relies on the symlinks set in the users data directory (e.g. data/_guest/_theme/{images|layout|styles}).

action=init
target=screen
username=(the username for the account)
SID=(the security identifier for the account)

This will return the raw contents as it is found in the file, replacing all occurrences of the variable ${UN} anywhere.


Populate the form

To populate all the various values of the interface form objects, the below parameters will need to be passed via a GET request:

action=init
target=values
username=(the username for the account)
SID=(the security identifier for the account)

This will return all the information in the following XML layout:

<general>
   <admin id="INTEGER" name="STRING" type="{provider|vendor|employee}" email="STRING" phone="INTEGER" ext="INTEGER" mobile="INTEGER" sms="{0|1}" mail="{0|1}" />
   <system socialURI="STRING" [accessURI="STRING" logins="INTEGER" support="STRING" balance="DECIMAL" prefix="STRING"] />
</general>

The <system> tag has only one mandatory value (socialURI) when the software is not working in a HOSTED mode, otherwise all the other values will be returned as well.

Business Configuration

Employees

Accounting

Asset Management

Customer Accounts

Inventory

Quotes & Invoices

Work Orders

Common Calls

Logging into the software

To log into the software, the below parameters will need to be passed via a GET request to the 'modules/webbooks/_login.php' file. It is important to note that there is not a request to load the screen content so you must create it.

action=login
target=username
username=(the username for the account)
password=(the password for the account)
txtCaptcha=[the captcha if they are enabled]

This will return all the information in the following XML:

   <s><msg>...</msg><data SID="STRING" username="STRING" decrypt="STRING" name="STRING"></data></s>

   OR

   <f><msg>...</msg></f>


Logging out of the software

To log out of the software, the below parameters will need to be passed via a GET request to the 'modules/webbooks/_logout.php' file:

action=logout
target=username
username=(the username for the account)
SID=(the security identifier for the account)

This will return all the information in the following XML:

   <s></s>

   OR

   <f><msg>...</msg></f>


Loading a contact

To update the users working availability, the below parameters will need to be passed via a GET request. It is important to note that the server-side script to call needs to be the one for the module.

action=load
target=contact
username=(the username for the account)
SID=(the security identifier for the account)
acctID=(the integer ID of the contact)

This will return all the information in the following XML:

   <contacts>
      <contact id="INTEGER" type="{vendor|provider|employee}" rowID="INTEGER" OPoID="STRING" name="STRING" email="STRING" phone="INTEGER" ext="INTEGER" mobile="INTEGER" sms="{0|1}" mail="{0|1}" title="STRING" />

      ...repeat for each associated contact...
   </contacts>