avatax 14.4.4 → 17.5.0
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- checksums.yaml +4 -4
- data/.gitignore +54 -0
- data/.rspec +2 -0
- data/.travis.yml +7 -0
- data/.yardopts +5 -0
- data/Gemfile +3 -0
- data/LICENSE +201 -191
- data/README.md +63 -61
- data/Rakefile +9 -0
- data/avatax.gemspec +39 -0
- data/example/avatax.rb +14 -0
- data/example/credentials.example.yaml +5 -0
- data/lib/avatax.rb +19 -13
- data/lib/avatax/api.rb +27 -0
- data/lib/avatax/client.rb +32 -0
- data/lib/avatax/client/accounts.rb +110 -0
- data/lib/avatax/client/addresses.rb +52 -0
- data/lib/avatax/client/batches.rb +117 -0
- data/lib/avatax/client/companies.rb +218 -0
- data/lib/avatax/client/contacts.rb +115 -0
- data/lib/avatax/client/definitions.rb +569 -0
- data/lib/avatax/client/filingcalendars.rb +313 -0
- data/lib/avatax/client/filings.rb +417 -0
- data/lib/avatax/client/free.rb +104 -0
- data/lib/avatax/client/fundingrequests.rb +53 -0
- data/lib/avatax/client/items.rb +111 -0
- data/lib/avatax/client/jurisdictionoverrides.rb +125 -0
- data/lib/avatax/client/locations.rb +158 -0
- data/lib/avatax/client/nexus.rb +157 -0
- data/lib/avatax/client/notices.rb +297 -0
- data/lib/avatax/client/onboarding.rb +23 -0
- data/lib/avatax/client/pointofsale.rb +24 -0
- data/lib/avatax/client/registrar.rb +216 -0
- data/lib/avatax/client/settings.rb +137 -0
- data/lib/avatax/client/subscriptions.rb +66 -0
- data/lib/avatax/client/taxcodes.rb +127 -0
- data/lib/avatax/client/taxrules.rb +127 -0
- data/lib/avatax/client/transactions.rb +473 -0
- data/lib/avatax/client/upcs.rb +112 -0
- data/lib/avatax/client/users.rb +112 -0
- data/lib/avatax/client/utilities.rb +52 -0
- data/lib/avatax/configuration.rb +53 -18
- data/lib/avatax/connection.rb +28 -0
- data/lib/avatax/request.rb +38 -0
- data/lib/avatax/version.rb +3 -0
- data/spec/avatax/client/accounts_spec.rb +26 -0
- data/spec/avatax_spec.rb +59 -0
- data/spec/fixtures/accounts.json +16 -0
- data/spec/spec_helper.rb +47 -0
- metadata +143 -30
- data/lib/avatax/address_service.rb +0 -31
- data/lib/avatax/tax_service.rb +0 -61
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module AvaTax
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class Client
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module TaxCodes
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# Create a new tax code
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#
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# Create one or more new taxcode objects attached to this company.
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# A 'TaxCode' represents a uniquely identified type of product, good, or service.
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# Avalara supports correct tax rates and taxability rules for all TaxCodes in all supported jurisdictions.
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# If you identify your products by tax code in your 'Create Transacion' API calls, Avalara will correctly calculate tax rates and
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# taxability rules for this product in all supported jurisdictions.
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#
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# @param int companyId The ID of the company that owns this tax code.
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# @param TaxCodeModel[] model The tax code you wish to create.
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# @return TaxCodeModel[]
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def create_tax_codes(companyId, model)
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path = "/api/v2/companies/#{companyId}/taxcodes"
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post(path, model)
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end
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# Delete a single tax code
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#
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# Marks the existing TaxCode object at this URL as deleted.
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#
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# @param int companyId The ID of the company that owns this tax code.
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# @param int id The ID of the tax code you wish to delete.
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# @return ErrorDetail[]
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def delete_tax_code(companyId, id)
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path = "/api/v2/companies/#{companyId}/taxcodes/#{id}"
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delete(path)
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end
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# Retrieve a single tax code
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#
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# Get the taxcode object identified by this URL.
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# A 'TaxCode' represents a uniquely identified type of product, good, or service.
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# Avalara supports correct tax rates and taxability rules for all TaxCodes in all supported jurisdictions.
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# If you identify your products by tax code in your 'Create Transacion' API calls, Avalara will correctly calculate tax rates and
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# taxability rules for this product in all supported jurisdictions.
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#
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# @param int companyId The ID of the company that owns this tax code
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# @param int id The primary key of this tax code
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# @return TaxCodeModel
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def get_tax_code(companyId, id)
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path = "/api/v2/companies/#{companyId}/taxcodes/#{id}"
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get(path)
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end
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# Retrieve tax codes for this company
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#
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# List all taxcode objects attached to this company.
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# A 'TaxCode' represents a uniquely identified type of product, good, or service.
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# Avalara supports correct tax rates and taxability rules for all TaxCodes in all supported jurisdictions.
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# If you identify your products by tax code in your 'Create Transacion' API calls, Avalara will correctly calculate tax rates and
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# taxability rules for this product in all supported jurisdictions.
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#
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# Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
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#
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# @param int companyId The ID of the company that owns these tax codes
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# @param string filter A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# @param string include A comma separated list of child objects to return underneath the primary object.
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# @param int top If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
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# @param int skip If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
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# @param string orderBy A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
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# @return FetchResult
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def list_tax_codes_by_company(companyId, options={})
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path = "/api/v2/companies/#{companyId}/taxcodes"
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get(path, options)
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end
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# Retrieve all tax codes
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#
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# Get multiple taxcode objects across all companies.
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# A 'TaxCode' represents a uniquely identified type of product, good, or service.
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# Avalara supports correct tax rates and taxability rules for all TaxCodes in all supported jurisdictions.
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# If you identify your products by tax code in your 'Create Transacion' API calls, Avalara will correctly calculate tax rates and
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# taxability rules for this product in all supported jurisdictions.
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#
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# Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
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#
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# @param string filter A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# @param string include A comma separated list of child objects to return underneath the primary object.
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# @param int top If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
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# @param int skip If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
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# @param string orderBy A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
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# @return FetchResult
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def query_tax_codes(options={})
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path = "/api/v2/taxcodes"
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get(path, options)
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end
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# Update a single tax code
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#
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# Replace the existing taxcode object at this URL with an updated object.
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# A 'TaxCode' represents a uniquely identified type of product, good, or service.
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# Avalara supports correct tax rates and taxability rules for all TaxCodes in all supported jurisdictions.
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# If you identify your products by tax code in your 'Create Transacion' API calls, Avalara will correctly calculate tax rates and
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# taxability rules for this product in all supported jurisdictions.
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# All data from the existing object will be replaced with data in the object you PUT.
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# To set a field's value to null, you may either set its value to null or omit that field from the object you post.
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#
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# @param int companyId The ID of the company that this tax code belongs to.
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# @param int id The ID of the tax code you wish to update
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# @param TaxCodeModel model The tax code you wish to update.
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# @return TaxCodeModel
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def update_tax_code(companyId, id, model)
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path = "/api/v2/companies/#{companyId}/taxcodes/#{id}"
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put(path, model)
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end
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end
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end
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end
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module AvaTax
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class Client
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module TaxRules
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# Create a new tax rule
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#
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# Create one or more new taxrule objects attached to this company.
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# A tax rule represents a custom taxability rule for a product or service sold by your company.
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# If you have obtained a custom tax ruling from an auditor that changes the behavior of certain goods or services
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# within certain taxing jurisdictions, or you have obtained special tax concessions for certain dates or locations,
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# you may wish to create a TaxRule object to override the AvaTax engine's default behavior in those circumstances.
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#
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# @param int companyId The ID of the company that owns this tax rule.
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# @param TaxRuleModel[] model The tax rule you wish to create.
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# @return TaxRuleModel[]
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def create_tax_rules(companyId, model)
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path = "/api/v2/companies/#{companyId}/taxrules"
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post(path, model)
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end
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# Delete a single tax rule
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#
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# Mark the TaxRule identified by this URL as deleted.
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#
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# @param int companyId The ID of the company that owns this tax rule.
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# @param int id The ID of the tax rule you wish to delete.
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# @return ErrorDetail[]
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def delete_tax_rule(companyId, id)
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path = "/api/v2/companies/#{companyId}/taxrules/#{id}"
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delete(path)
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end
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# Retrieve a single tax rule
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#
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# Get the taxrule object identified by this URL.
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# A tax rule represents a custom taxability rule for a product or service sold by your company.
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# If you have obtained a custom tax ruling from an auditor that changes the behavior of certain goods or services
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# within certain taxing jurisdictions, or you have obtained special tax concessions for certain dates or locations,
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# you may wish to create a TaxRule object to override the AvaTax engine's default behavior in those circumstances.
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#
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# @param int companyId The ID of the company that owns this tax rule
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# @param int id The primary key of this tax rule
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# @return TaxRuleModel
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def get_tax_rule(companyId, id)
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path = "/api/v2/companies/#{companyId}/taxrules/#{id}"
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get(path)
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end
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# Retrieve tax rules for this company
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#
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# List all taxrule objects attached to this company.
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# A tax rule represents a custom taxability rule for a product or service sold by your company.
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# If you have obtained a custom tax ruling from an auditor that changes the behavior of certain goods or services
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# within certain taxing jurisdictions, or you have obtained special tax concessions for certain dates or locations,
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# you may wish to create a TaxRule object to override the AvaTax engine's default behavior in those circumstances.
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#
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# Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
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#
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# @param int companyId The ID of the company that owns these tax rules
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# @param string filter A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# @param string include A comma separated list of child objects to return underneath the primary object.
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# @param int top If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
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# @param int skip If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
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# @param string orderBy A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
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# @return FetchResult
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def list_tax_rules(companyId, options={})
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path = "/api/v2/companies/#{companyId}/taxrules"
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get(path, options)
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end
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# Retrieve all tax rules
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#
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# Get multiple taxrule objects across all companies.
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# A tax rule represents a custom taxability rule for a product or service sold by your company.
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# If you have obtained a custom tax ruling from an auditor that changes the behavior of certain goods or services
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# within certain taxing jurisdictions, or you have obtained special tax concessions for certain dates or locations,
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# you may wish to create a TaxRule object to override the AvaTax engine's default behavior in those circumstances.
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#
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# Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
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#
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# @param string filter A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# @param string include A comma separated list of child objects to return underneath the primary object.
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# @param int top If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
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# @param int skip If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
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# @param string orderBy A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
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# @return FetchResult
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def query_tax_rules(options={})
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path = "/api/v2/taxrules"
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get(path, options)
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end
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# Update a single tax rule
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#
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# Replace the existing taxrule object at this URL with an updated object.
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# A tax rule represents a custom taxability rule for a product or service sold by your company.
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# If you have obtained a custom tax ruling from an auditor that changes the behavior of certain goods or services
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# within certain taxing jurisdictions, or you have obtained special tax concessions for certain dates or locations,
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# you may wish to create a TaxRule object to override the AvaTax engine's default behavior in those circumstances.
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# All data from the existing object will be replaced with data in the object you PUT.
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# To set a field's value to null, you may either set its value to null or omit that field from the object you post.
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#
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# @param int companyId The ID of the company that this tax rule belongs to.
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# @param int id The ID of the tax rule you wish to update
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# @param TaxRuleModel model The tax rule you wish to update.
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# @return TaxRuleModel
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def update_tax_rule(companyId, id, model)
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path = "/api/v2/companies/#{companyId}/taxrules/#{id}"
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put(path, model)
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end
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end
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end
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end
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module AvaTax
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class Client
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module Transactions
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# Add lines to an existing unlocked transaction
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#
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# Add lines to an existing unlocked transaction.
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#
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# The `AddLines` API allows you to add additional transaction lines to existing transaction, so that customer will
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# be able to append multiple calls together and form an extremely large transaction. If customer does not specify line number
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# in the lines to be added, a new random Guid string will be generated for line number. If customer are not satisfied with
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# the line number for the transaction lines, they can turn on the renumber switch to have REST v2 automatically renumber all
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# transaction lines for them, in this case, the line number becomes: "1", "2", "3", ...
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#
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# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
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# sales, purchases, inventory transfer, and returns (also called refunds).
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# You may specify one or more of the following values in the '$include' parameter to fetch additional nested data, using commas to separate multiple values:
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#
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# * Lines
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# * Details (implies lines)
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# * Summary (implies details)
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# * Addresses
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#
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# If you don't specify '$include' parameter, it will include both details and addresses.
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#
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# @param string include A comma separated list of child objects to return underneath the primary object.
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# @param AddTransactionLineModel model information about the transaction and lines to be added
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# @return TransactionModel
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def add_lines(model, options={})
|
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path = "/api/v2/companies/transactions/lines/add"
|
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+
|
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post(path, model, options)
|
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+
end
|
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+
|
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+
|
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# Correct a previously created transaction
|
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#
|
39
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+
# Replaces the current transaction uniquely identified by this URL with a new transaction.
|
40
|
+
#
|
41
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
42
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
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|
+
#
|
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# When you adjust a committed transaction, the original transaction will be updated with the status code `Adjusted`, and
|
45
|
+
# both revisions will be available for retrieval based on their code and ID numbers.
|
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|
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# Only transactions in `Committed` status are reported by Avalara Managed Returns.
|
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|
+
#
|
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|
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# Transactions that have been previously reported to a tax authority by Avalara Managed Returns are considered `locked` and are
|
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+
# no longer available for adjustments.
|
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#
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|
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# @param string companyCode The company code of the company that recorded this transaction
|
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|
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# @param string transactionCode The transaction code to adjust
|
53
|
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# @param AdjustTransactionModel model The adjustment you wish to make
|
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# @return TransactionModel
|
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|
+
def adjust_transaction(companyCode, transactionCode, model)
|
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|
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path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/adjust"
|
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+
|
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post(path, model)
|
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end
|
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+
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+
|
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# Get audit information about a transaction
|
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#
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# Retrieve audit information about a transaction stored in AvaTax.
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#
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# The 'AuditTransaction' endpoint retrieves audit information related to a specific transaction. This audit
|
67
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# information includes the following:
|
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|
+
#
|
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|
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# * The `CompanyId` of the company that created the transaction
|
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# * The server timestamp representing the exact server time when the transaction was created
|
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|
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# * The server duration - how long it took to process this transaction
|
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# * Whether exact API call details were logged
|
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# * A reconstructed API call showing what the original CreateTransaction call looked like
|
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+
#
|
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# This API can be used to examine information about a previously created transaction.
|
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+
#
|
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+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
78
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
79
|
+
#
|
80
|
+
# @param string companyCode The code identifying the company that owns this transaction
|
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|
+
# @param string transactionCode The code identifying the transaction
|
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|
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# @return AuditTransactionModel
|
83
|
+
def audit_transaction(companyCode, transactionCode)
|
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|
+
path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/audit"
|
85
|
+
|
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|
+
get(path)
|
87
|
+
end
|
88
|
+
|
89
|
+
|
90
|
+
# Get audit information about a transaction
|
91
|
+
#
|
92
|
+
# Retrieve audit information about a transaction stored in AvaTax.
|
93
|
+
#
|
94
|
+
# The 'AuditTransaction' endpoint retrieves audit information related to a specific transaction. This audit
|
95
|
+
# information includes the following:
|
96
|
+
#
|
97
|
+
# * The `CompanyId` of the company that created the transaction
|
98
|
+
# * The server timestamp representing the exact server time when the transaction was created
|
99
|
+
# * The server duration - how long it took to process this transaction
|
100
|
+
# * Whether exact API call details were logged
|
101
|
+
# * A reconstructed API call showing what the original CreateTransaction call looked like
|
102
|
+
#
|
103
|
+
# This API can be used to examine information about a previously created transaction.
|
104
|
+
#
|
105
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
106
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
107
|
+
#
|
108
|
+
# @param string companyCode The code identifying the company that owns this transaction
|
109
|
+
# @param string transactionCode The code identifying the transaction
|
110
|
+
# @param string documentType The document type of the original transaction (See DocumentType::* for a list of allowable values)
|
111
|
+
# @return AuditTransactionModel
|
112
|
+
def audit_transaction_with_type(companyCode, transactionCode, documentType)
|
113
|
+
path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/types/#{documentType}/audit"
|
114
|
+
|
115
|
+
get(path)
|
116
|
+
end
|
117
|
+
|
118
|
+
|
119
|
+
# Lock a set of documents
|
120
|
+
#
|
121
|
+
# This API is available by invitation only.
|
122
|
+
#
|
123
|
+
# Lock a set of transactions uniquely identified by DocumentIds provided. This API allows locking multiple documents at once.
|
124
|
+
# After this API call succeeds, documents will be locked and can't be voided.
|
125
|
+
#
|
126
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
127
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
128
|
+
#
|
129
|
+
# @param BulkLockTransactionModel model bulk lock request
|
130
|
+
# @return BulkLockTransactionResult
|
131
|
+
def bulk_lock_transaction(model)
|
132
|
+
path = "/api/v2/transactions/lock"
|
133
|
+
|
134
|
+
post(path, model)
|
135
|
+
end
|
136
|
+
|
137
|
+
|
138
|
+
# Change a transaction's code
|
139
|
+
#
|
140
|
+
# Renames a transaction uniquely identified by this URL by changing its code to a new code.
|
141
|
+
# After this API call succeeds, the transaction will have a new URL matching its new code.
|
142
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
143
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
144
|
+
#
|
145
|
+
# @param string companyCode The company code of the company that recorded this transaction
|
146
|
+
# @param string transactionCode The transaction code to change
|
147
|
+
# @param ChangeTransactionCodeModel model The code change request you wish to execute
|
148
|
+
# @return TransactionModel
|
149
|
+
def change_transaction_code(companyCode, transactionCode, model)
|
150
|
+
path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/changecode"
|
151
|
+
|
152
|
+
post(path, model)
|
153
|
+
end
|
154
|
+
|
155
|
+
|
156
|
+
# Commit a transaction for reporting
|
157
|
+
#
|
158
|
+
# Marks a transaction by changing its status to 'Committed'.
|
159
|
+
# Transactions that are committed are available to be reported to a tax authority by Avalara Managed Returns.
|
160
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
161
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
162
|
+
# Any changes made to a committed transaction will generate a transaction history.
|
163
|
+
#
|
164
|
+
# @param string companyCode The company code of the company that recorded this transaction
|
165
|
+
# @param string transactionCode The transaction code to commit
|
166
|
+
# @param CommitTransactionModel model The commit request you wish to execute
|
167
|
+
# @return TransactionModel
|
168
|
+
def commit_transaction(companyCode, transactionCode, model)
|
169
|
+
path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/commit"
|
170
|
+
|
171
|
+
post(path, model)
|
172
|
+
end
|
173
|
+
|
174
|
+
|
175
|
+
# Create a new transaction
|
176
|
+
#
|
177
|
+
# Records a new transaction or adjust an existing in AvaTax.
|
178
|
+
#
|
179
|
+
# The `CreateOrAdjustTransaction` endpoint is used to create a new transaction if the input transaction does not exist
|
180
|
+
# or if there exists a transaction identified by code, the original transaction will be adjusted by using the meta data
|
181
|
+
# in the input transaction
|
182
|
+
#
|
183
|
+
# If you don't specify type in the provided data, a new transaction with type of SalesOrder will be recorded by default.
|
184
|
+
#
|
185
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
186
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
187
|
+
# You may specify one or more of the following values in the '$include' parameter to fetch additional nested data, using commas to separate multiple values:
|
188
|
+
#
|
189
|
+
# * Lines
|
190
|
+
# * Details (implies lines)
|
191
|
+
# * Summary (implies details)
|
192
|
+
# * Addresses
|
193
|
+
#
|
194
|
+
# If you don't specify '$include' parameter, it will include both details and addresses.
|
195
|
+
#
|
196
|
+
# @param string include A comma separated list of child objects to return underneath the primary object.
|
197
|
+
# @param CreateOrAdjustTransactionModel model The transaction you wish to create
|
198
|
+
# @return TransactionModel
|
199
|
+
def create_or_adjust_transaction(model, options={})
|
200
|
+
path = "/api/v2/transactions/createoradjust"
|
201
|
+
|
202
|
+
post(path, model, options)
|
203
|
+
end
|
204
|
+
|
205
|
+
|
206
|
+
# Create a new transaction
|
207
|
+
#
|
208
|
+
# Records a new transaction in AvaTax.
|
209
|
+
#
|
210
|
+
# The `CreateTransaction` endpoint uses the configuration values specified by your company to identify the correct tax rules
|
211
|
+
# and rates to apply to all line items in this transaction, and reports the total tax calculated by AvaTax based on your
|
212
|
+
# company's configuration and the data provided in this API call.
|
213
|
+
#
|
214
|
+
# If you don't specify type in the provided data, a new transaction with type of SalesOrder will be recorded by default.
|
215
|
+
#
|
216
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
217
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
218
|
+
# You may specify one or more of the following values in the '$include' parameter to fetch additional nested data, using commas to separate multiple values:
|
219
|
+
#
|
220
|
+
# * Lines
|
221
|
+
# * Details (implies lines)
|
222
|
+
# * Summary (implies details)
|
223
|
+
# * Addresses
|
224
|
+
#
|
225
|
+
# If you don't specify '$include' parameter, it will include both details and addresses.
|
226
|
+
#
|
227
|
+
# @param string include A comma separated list of child objects to return underneath the primary object.
|
228
|
+
# @param CreateTransactionModel model The transaction you wish to create
|
229
|
+
# @return TransactionModel
|
230
|
+
def create_transaction(model, options={})
|
231
|
+
path = "/api/v2/transactions/create"
|
232
|
+
|
233
|
+
post(path, model, options)
|
234
|
+
end
|
235
|
+
|
236
|
+
|
237
|
+
# Remove lines from an existing unlocked transaction
|
238
|
+
#
|
239
|
+
# Remove lines to an existing unlocked transaction.
|
240
|
+
#
|
241
|
+
# The `DeleteLines` API allows you to remove transaction lines from existing unlocked transaction, so that customer will
|
242
|
+
# be able to delete transaction lines and adjust original transaction the way they like
|
243
|
+
#
|
244
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
245
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
246
|
+
# You may specify one or more of the following values in the '$include' parameter to fetch additional nested data, using commas to separate multiple values:
|
247
|
+
#
|
248
|
+
# * Lines
|
249
|
+
# * Details (implies lines)
|
250
|
+
# * Summary (implies details)
|
251
|
+
# * Addresses
|
252
|
+
#
|
253
|
+
# If you don't specify '$include' parameter, it will include both details and addresses.
|
254
|
+
#
|
255
|
+
# @param string include A comma separated list of child objects to return underneath the primary object.
|
256
|
+
# @param RemoveTransactionLineModel model information about the transaction and lines to be removed
|
257
|
+
# @return TransactionModel
|
258
|
+
def delete_lines(model, options={})
|
259
|
+
path = "/api/v2/companies/transactions/lines/delete"
|
260
|
+
|
261
|
+
post(path, model, options)
|
262
|
+
end
|
263
|
+
|
264
|
+
|
265
|
+
# Retrieve a single transaction by code
|
266
|
+
#
|
267
|
+
# Get the current transaction identified by this URL.
|
268
|
+
# If this transaction was adjusted, the return value of this API will be the current transaction with this code, and previous revisions of
|
269
|
+
# the transaction will be attached to the 'history' data field.
|
270
|
+
# You may specify one or more of the following values in the '$include' parameter to fetch additional nested data, using commas to separate multiple values:
|
271
|
+
#
|
272
|
+
# * Lines
|
273
|
+
# * Details (implies lines)
|
274
|
+
# * Summary (implies details)
|
275
|
+
# * Addresses
|
276
|
+
#
|
277
|
+
# @param string companyCode The company code of the company that recorded this transaction
|
278
|
+
# @param string transactionCode The transaction code to retrieve
|
279
|
+
# @param string include A comma separated list of child objects to return underneath the primary object.
|
280
|
+
# @return TransactionModel
|
281
|
+
def get_transaction_by_code(companyCode, transactionCode, options={})
|
282
|
+
path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}"
|
283
|
+
|
284
|
+
get(path, options)
|
285
|
+
end
|
286
|
+
|
287
|
+
|
288
|
+
# Retrieve a single transaction by code
|
289
|
+
#
|
290
|
+
# Get the current transaction identified by this URL.
|
291
|
+
# If this transaction was adjusted, the return value of this API will be the current transaction with this code, and previous revisions of
|
292
|
+
# the transaction will be attached to the 'history' data field.
|
293
|
+
# You may specify one or more of the following values in the '$include' parameter to fetch additional nested data, using commas to separate multiple values:
|
294
|
+
#
|
295
|
+
# * Lines
|
296
|
+
# * Details (implies lines)
|
297
|
+
# * Summary (implies details)
|
298
|
+
# * Addresses
|
299
|
+
#
|
300
|
+
# @param string companyCode The company code of the company that recorded this transaction
|
301
|
+
# @param string transactionCode The transaction code to retrieve
|
302
|
+
# @param string documentType The transaction type to retrieve (See DocumentType::* for a list of allowable values)
|
303
|
+
# @param string include A comma separated list of child objects to return underneath the primary object.
|
304
|
+
# @return TransactionModel
|
305
|
+
def get_transaction_by_code_and_type(companyCode, transactionCode, documentType, options={})
|
306
|
+
path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/types/#{documentType}"
|
307
|
+
|
308
|
+
get(path, options)
|
309
|
+
end
|
310
|
+
|
311
|
+
|
312
|
+
# Retrieve a single transaction by ID
|
313
|
+
#
|
314
|
+
# Get the unique transaction identified by this URL.
|
315
|
+
# This endpoint retrieves the exact transaction identified by this ID number even if that transaction was later adjusted
|
316
|
+
# by using the 'Adjust Transaction' endpoint.
|
317
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
318
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
319
|
+
# You may specify one or more of the following values in the '$include' parameter to fetch additional nested data, using commas to separate multiple values:
|
320
|
+
#
|
321
|
+
# * Lines
|
322
|
+
# * Details (implies lines)
|
323
|
+
# * Summary (implies details)
|
324
|
+
# * Addresses
|
325
|
+
#
|
326
|
+
# @param int id The unique ID number of the transaction to retrieve
|
327
|
+
# @param string include A comma separated list of child objects to return underneath the primary object.
|
328
|
+
# @return TransactionModel
|
329
|
+
def get_transaction_by_id(id, options={})
|
330
|
+
path = "/api/v2/transactions/#{id}"
|
331
|
+
|
332
|
+
get(path, options)
|
333
|
+
end
|
334
|
+
|
335
|
+
|
336
|
+
# Retrieve all transactions
|
337
|
+
#
|
338
|
+
# List all transactions attached to this company.
|
339
|
+
# This endpoint is limited to returning 1,000 transactions at a time maximum.
|
340
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
341
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
342
|
+
#
|
343
|
+
# Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
|
344
|
+
# Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
|
345
|
+
# You may specify one or more of the following values in the `$include` parameter to fetch additional nested data, using commas to separate multiple values:
|
346
|
+
#
|
347
|
+
# * Lines
|
348
|
+
# * Details (implies lines)
|
349
|
+
# * Summary (implies details)
|
350
|
+
# * Addresses
|
351
|
+
#
|
352
|
+
# @param string companyCode The company code of the company that recorded this transaction
|
353
|
+
# @param string include A comma separated list of child objects to return underneath the primary object.
|
354
|
+
# @param string filter A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
|
355
|
+
# @param int top If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
|
356
|
+
# @param int skip If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
|
357
|
+
# @param string orderBy A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
|
358
|
+
# @return FetchResult
|
359
|
+
def list_transactions_by_company(companyCode, options={})
|
360
|
+
path = "/api/v2/companies/#{companyCode}/transactions"
|
361
|
+
|
362
|
+
get(path, options)
|
363
|
+
end
|
364
|
+
|
365
|
+
|
366
|
+
# Lock a single transaction
|
367
|
+
#
|
368
|
+
# Lock a transaction uniquely identified by this URL.
|
369
|
+
#
|
370
|
+
# This API is mainly used for connector developer to simulate what happens when Returns product locks a document.
|
371
|
+
# After this API call succeeds, the document will be locked and can't be voided or adjusted.
|
372
|
+
#
|
373
|
+
# This API is only available to customers in Sandbox with AvaTaxPro subscription. On production servers, this API is available by invitation only.
|
374
|
+
#
|
375
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
376
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
377
|
+
#
|
378
|
+
# @param string companyCode The company code of the company that recorded this transaction
|
379
|
+
# @param string transactionCode The transaction code to lock
|
380
|
+
# @param LockTransactionModel model The lock request you wish to execute
|
381
|
+
# @return TransactionModel
|
382
|
+
def lock_transaction(companyCode, transactionCode, model)
|
383
|
+
path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/lock"
|
384
|
+
|
385
|
+
post(path, model)
|
386
|
+
end
|
387
|
+
|
388
|
+
|
389
|
+
# Create a refund for a transaction
|
390
|
+
#
|
391
|
+
# Create a refund for a transaction.
|
392
|
+
#
|
393
|
+
# The `RefundTransaction` API allows you to quickly and easily create a `ReturnInvoice` representing a refund
|
394
|
+
# for a previously created `SalesInvoice` transaction. You can choose to create a full or partial refund, and
|
395
|
+
# specify individual line items from the original sale for refund.
|
396
|
+
#
|
397
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
398
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
399
|
+
# You may specify one or more of the following values in the '$include' parameter to fetch additional nested data, using commas to separate multiple values:
|
400
|
+
#
|
401
|
+
# * Lines
|
402
|
+
# * Details (implies lines)
|
403
|
+
# * Summary (implies details)
|
404
|
+
# * Addresses
|
405
|
+
#
|
406
|
+
# If you don't specify '$include' parameter, it will include both details and addresses.
|
407
|
+
#
|
408
|
+
# @param string companyCode The code of the company that made the original sale
|
409
|
+
# @param string transactionCode The transaction code of the original sale
|
410
|
+
# @param string include A comma separated list of child objects to return underneath the primary object.
|
411
|
+
# @param RefundTransactionModel model Information about the refund to create
|
412
|
+
# @return TransactionModel
|
413
|
+
def refund_transaction(companyCode, transactionCode, model, options={})
|
414
|
+
path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/refund"
|
415
|
+
|
416
|
+
post(path, model, options)
|
417
|
+
end
|
418
|
+
|
419
|
+
|
420
|
+
# Perform multiple actions on a transaction
|
421
|
+
#
|
422
|
+
# Performs the same functions as /verify, /changecode, and /commit. You may specify one or many actions in each call to this endpoint.
|
423
|
+
#
|
424
|
+
# @param string companyCode The company code of the company that recorded this transaction
|
425
|
+
# @param string transactionCode The transaction code to settle
|
426
|
+
# @param SettleTransactionModel model The settle request containing the actions you wish to execute
|
427
|
+
# @return TransactionModel
|
428
|
+
def settle_transaction(companyCode, transactionCode, model)
|
429
|
+
path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/settle"
|
430
|
+
|
431
|
+
post(path, model)
|
432
|
+
end
|
433
|
+
|
434
|
+
|
435
|
+
# Verify a transaction
|
436
|
+
#
|
437
|
+
# Verifies that the transaction uniquely identified by this URL matches certain expected values.
|
438
|
+
# If the transaction does not match these expected values, this API will return an error code indicating which value did not match.
|
439
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
440
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
441
|
+
#
|
442
|
+
# @param string companyCode The company code of the company that recorded this transaction
|
443
|
+
# @param string transactionCode The transaction code to settle
|
444
|
+
# @param VerifyTransactionModel model The settle request you wish to execute
|
445
|
+
# @return TransactionModel
|
446
|
+
def verify_transaction(companyCode, transactionCode, model)
|
447
|
+
path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/verify"
|
448
|
+
|
449
|
+
post(path, model)
|
450
|
+
end
|
451
|
+
|
452
|
+
|
453
|
+
# Void a transaction
|
454
|
+
#
|
455
|
+
# Voids the current transaction uniquely identified by this URL.
|
456
|
+
# A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
|
457
|
+
# sales, purchases, inventory transfer, and returns (also called refunds).
|
458
|
+
# When you void a transaction, that transaction's status is recorded as 'DocVoided'.
|
459
|
+
# Transactions that have been previously reported to a tax authority by Avalara Managed Returns are no longer available to be voided.
|
460
|
+
#
|
461
|
+
# @param string companyCode The company code of the company that recorded this transaction
|
462
|
+
# @param string transactionCode The transaction code to void
|
463
|
+
# @param VoidTransactionModel model The void request you wish to execute
|
464
|
+
# @return TransactionModel
|
465
|
+
def void_transaction(companyCode, transactionCode, model)
|
466
|
+
path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/void"
|
467
|
+
|
468
|
+
post(path, model)
|
469
|
+
end
|
470
|
+
|
471
|
+
end
|
472
|
+
end
|
473
|
+
end
|