avatax 19.2.0 → 19.3.0

checksums.yaml

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data/lib/avatax/client/companies.rb

@@ -138,7 +138,7 @@ module AvaTax
       #  * TaxRules
       #  * UPC
       # @param id [Integer] The ID of the company to retrieve.
-      # @param include [String] OPTIONAL: A comma separated list of special fetch options.       * Child objects - Specify one or more of the following to retrieve objects related to each company: "Contacts", "FilingCalendars", "Items", "Locations", "Nexus", "TaxCodes", or "TaxRules".   * Deleted objects - Specify "FetchDeleted" to retrieve information about previously deleted objects.
+      # @param include [String] OPTIONAL: A comma separated list of special fetch options.      * Child objects - Specify one or more of the following to retrieve objects related to each company: "Contacts", "FilingCalendars", "Items", "Locations", "Nexus", "TaxCodes", or "TaxRules".   * Deleted objects - Specify "FetchDeleted" to retrieve information about previously deleted objects.
       # @return [Object]
       def get_company(id, options={})
         path = "/api/v2/companies/#{id}"

data/lib/avatax/client/compliance.rb

@@ -0,0 +1,125 @@
+module AvaTax
+  class Client
+    module Compliance 
+
+
+      # Retrieve a single tax rate.
+      #
+      # This API is available by invitation only.
+      # @param id [Integer] The ID of the tax rate to retrieve.
+      # @return [Object]
+      def get_tax_rate(id)
+        path = "/api/v2/compliance/taxrates/#{id}"
+        get(path)
+      end
+
+
+      # Retrieve a single tax region.
+      #
+      # This API is available by invitation only.
+      # @param id [Integer] The ID of the tax region to retrieve.
+      # @return [Object]
+      def get_tax_region(id)
+        path = "/api/v2/compliance/taxregions/#{id}"
+        get(path)
+      end
+
+
+      # Retrieve jurisdictions and rates in a combined format.
+      #
+      # This API is available by invitation only.
+      # @param effectiveDate [DateTime] Used to limit the jurisdictions returned.
+      # @param endDate [DateTime] Used to limit the jurisdictions returned.
+      # @param filter [String] 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/).
+      # @param include [String] A comma separated list of objects to fetch underneath this jurisdiction.
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [Object]
+      def query_jurisdiction_rates(options={})
+        path = "/api/v2/compliance/jurisdictionrates"
+        get(path, options)
+      end
+
+
+      # Retrieve all unique jurisdictions.
+      #
+      # This API is available by invitation only.
+      #
+      # You may specify one or more of the following values in the '$include' parameter to fetch additional nested data, using commas to separate multiple values:
+      #
+      # * TaxRates
+      # @param country [String] The two-character ISO-3166 code for the country.
+      # @param region [String] The two or three character region code for the region.
+      # @param effectiveDate [DateTime] Used to limit the jurisdictions or rates returned.
+      # @param endDate [DateTime] Used to limit the jurisdictions or rates returned.
+      # @param aggregationOption [String] Aggregation method used if rates are returned using the '$include' parameter. (See StackAggregationOption::* for a list of allowable values)
+      # @param include [String] A comma separated list of objects to fetch underneath this tax rate.
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @return [Object]
+      def query_jurisdictions(country, region, options={})
+        path = "/api/v2/compliance/jurisdictions/#{country}/#{region}"
+        get(path, options)
+      end
+
+
+      # Retrieve all tax rates.
+      #
+      # This API is available by invitation only.
+      # @param filter [String] 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/).
+      # @param include [String] A comma separated list of objects to fetch underneath this tax rate.
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [Object]
+      def query_tax_rates(options={})
+        path = "/api/v2/compliance/taxrates"
+        get(path, options)
+      end
+
+
+      # Retrieve all tax region jurisdictions.
+      #
+      # This API is available by invitation only.
+      # @param filter [String] 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/).
+      # @param include [String] A comma separated list of objects to fetch underneath this tax region jurisdiction.
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [Object]
+      def query_tax_region_jurisdictions(options={})
+        path = "/api/v2/compliance/taxregionjurisdictions"
+        get(path, options)
+      end
+
+
+      # Retrieve all tax regions.
+      #
+      # This API is available by invitation only.
+      # @param filter [String] 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/).
+      # @param include [String] A comma separated list of objects to fetch underneath this tax region.
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [Object]
+      def query_tax_regions(options={})
+        path = "/api/v2/compliance/taxregions"
+        get(path, options)
+      end
+
+
+      # API to modify the reference fields at the document and the line level.
+      #
+      # 
+      # @param companyId [Integer] 
+      # @param model [TransactionReferenceFieldModel[]] 
+      # @return [FetchResult]
+      def tag_transaction(companyId, model)
+        path = "/api/v2/companies/#{companyId}/transactions/tag"
+        put(path, model)
+      end
+
+    end
+  end
+end

data/lib/avatax/client/ecms.rb

@@ -0,0 +1,79 @@
+module AvaTax
+  class Client
+    module ECMS 
+
+
+      # Bridge API for integration of validated certificates
+      #
+      # This API is for use by invitation only.
+      # @param model [EcmsModel[]] Either a single exempt certificate or an array of certificates to create
+      # @return [EcmsModel[]]
+      def cert_capture_bridge(model)
+        path = "/api/v2/certcapturebridge"
+        post(path, model)
+      end
+
+
+      # Get an ECMS identified by company id and ECMS id
+      #
+      # Get an ECMS identified by company id and ECMS id.
+      # An ECMS data represents a documentation based on which companies can claim tax exemption
+      # You may attach nested data objects such as exempt cert detail, and those objects will be created with certificate.
+      # You may specify one or more of the following values in the `$include` parameter to fetch additional nested data, using commas to separate multiple values:
+      #
+      # * Details
+      # @param companyId [Integer] company to retrieve exempt certificate for
+      # @param ecmsId [Integer] exempt certificate Id
+      # @param include [String] 
+      # @return [Object]
+      def get_e_c_m_s_by_id(companyId, ecmsId, options={})
+        path = "/api/v2/companies/#{companyId}/ecms/#{ecmsId}"
+        get(path, options)
+      end
+
+
+      # Get list of ECMS data for this company
+      #
+      # Get list of ECMS data for this company
+      # An ECMS data represents a documentation based on which companies can claim tax exemption
+      # You may attach nested data objects such as ECMS detail, and those objects will be created with certificate.
+      # You may specify one or more of the following values in the `$include` parameter to fetch additional nested data, using commas to separate multiple values:
+      #
+      # * Details
+      # @param companyId [Integer] which company to retrieve certificates from
+      # @param filter [String] 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/).
+      # @param include [String] 
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [EcmsModel[]]
+      def list_e_c_m_s_by_company(companyId, options={})
+        path = "/api/v2/companies/#{companyId}/ecms"
+        get(path, options)
+      end
+
+
+      # Get all exempt certificates
+      #
+      # Get all ECMS currently available in database.
+      # An ECMS data represents a documentation based on which companies can claim tax exemption
+      # You may attach nested data objects such as ECMS detail, and those objects will be created with certificate.
+      # Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
+      # Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
+      # You may specify one or more of the following values in the `$include` parameter to fetch additional nested data, using commas to separate multiple values:
+      #
+      # * Details
+      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
+      # @param include [String] 
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [EcmsModel[]]
+      def query_e_c_m_s(options={})
+        path = "/api/v2/ecms"
+        get(path, options)
+      end
+
+    end
+  end
+end

data/lib/avatax/client/filingcalendars.rb

@@ -218,6 +218,8 @@ module AvaTax
       # Retrieve all filing calendars
       #
       # This API is available by invitation only.
+      #
+      # This API is deprecated - please use POST `/api/v2/filingrequests/query` API.
       # @param filter [String] 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/).<br />*Not filterable:* formCountry, formRegion, taxFormCode, taxAuthorityId, taxAuthorityName, taxAuthorityType, settings
       # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
       # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
@@ -231,9 +233,28 @@ module AvaTax
       end
 
 
+      # Retrieve all filing calendars
+      #
+      # This API is available by invitation only.
+      #
+      # This API is intended to replace the GET `/api/v2/filingcalendars` API. The fetch request object is posted on the body of the request instead of the URI, so it's not limited by a set number of characters.
+      # The documentation of the GET API shows how filtering, sorting and pagination works.
+      # @param returnCountry [String] If specified, fetches only filing calendars that apply to tax filings in this specific country. Uses ISO 3166 country codes.
+      # @param returnRegion [String] If specified, fetches only filing calendars that apply to tax filings in this specific region. Uses ISO 3166 region codes.
+      # @param model [Object] Query object to filter, sort and paginate the filing calendars.
+      # @return [FetchResult]
+      def query_filing_calendars_post(model, options={})
+        path = "/api/v2/filingcalendars/query"
+        post(path, model, options)
+      end
+
+
       # Retrieve all filing requests
       #
       # This API is available by invitation only.
+      #
+      # This API is deprecated - please use POST `/api/v2/filingrequests/query` API.
+      #
       # A "filing request" represents a request to change an existing filing calendar. Filing requests
       # are reviewed and validated by Avalara Compliance before being implemented.
       #
@@ -251,6 +272,21 @@ module AvaTax
       end
 
 
+      # Retrieve all filing requests
+      #
+      # This API is available by invitation only.
+      #
+      # This API is intended to replace the GET `/api/v2/filingrequests` API. The fetch request object is posted on the body of the request instead of the URI, so it's not limited by a set number of characters.
+      # The documentation of the GET API shows how filtering, sorting and pagination works.
+      # @param filingCalendarId [Integer] Specific filing calendar id for the request
+      # @param model [Object] Query object to filter, sort and paginate the filing calendars.
+      # @return [FetchResult]
+      def query_filing_requests_post(model, options={})
+        path = "/api/v2/filingrequests/query"
+        post(path, model, options)
+      end
+
+
       # Create a new filing request to edit a filing calendar
       #
       # This API is available by invitation only.
@@ -273,7 +309,7 @@ module AvaTax
       # Edit existing Filing Calendar
       #
       # This API is available by invitation only.
-      # @param companyId [Integer] The unique ID of the company that owns the filing request object
+      # @param companyId [Integer] The unique ID of the company that owns the filing calendar object
       # @param id [Integer] The unique ID of the filing calendar object
       # @param model [Object] The filing calendar model you are wishing to update with.
       # @return [Object]

data/lib/avatax/client/filings.rb

@@ -206,6 +206,18 @@ module AvaTax
       end
 
 
+      # Retrieve a list of filings for the specified accrual return.
+      #
+      # 
+      # @param companyId [Integer] The ID of the company that owns these batches
+      # @param filingReturnId [Integer] The ID of the accrual return
+      # @return [FetchResult]
+      def get_accrual_fillings(companyId, filingReturnId)
+        path = "/api/v2/companies/#{companyId}/filings/accrual/#{filingReturnId}"
+        get(path)
+      end
+
+
       # Retrieve a single attachment for a filing
       #
       # This API is available by invitation only.

data/lib/avatax/client/items.rb

@@ -280,6 +280,29 @@ module AvaTax
       end
 
 
+      # Sync items from a product catalog
+      #
+      # Syncs a list of items with AvaTax without waiting for them to be created. It is ideal for syncing large product catalogs
+      # with AvaTax.
+      #
+      # Any invalid or duplicate items will be ignored. To diagnose why an item is not created, use the normal create transaction API to receive validation information.
+      #
+      # This API is currently limited to 1000 items per call (the limit is subject to change).
+      #
+      # Items are a way of separating your tax calculation process from your tax configuration details. If you choose, you
+      # can provide `itemCode` values for each `CreateTransaction()` API call rather than specifying tax codes, parameters, descriptions,
+      # and other data fields. AvaTax will automatically look up each `itemCode` and apply the correct tax codes and parameters
+      # from the item table instead. This allows your CreateTransaction call to be as simple as possible, and your tax compliance
+      # team can manage your item catalog and adjust the tax behavior of items without having to modify your software.
+      # @param companyId [Integer] The ID of the company that owns this item.
+      # @param model [Object] The request object.
+      # @return [Object]
+      def sync_items(companyId, model)
+        path = "/api/v2/companies/#{companyId}/items/sync"
+        post(path, model)
+      end
+
+
       # Update a single item
       #
       # Replace the existing `Item` object at this URL with an updated object.

data/lib/avatax/client/nexus.rb

@@ -137,6 +137,25 @@ module AvaTax
       end
 
 
+      # Summarize nexus by NexusTaxTypeGroup for this company
+      #
+      # Provides a summary of nexus information useful for quickly displaying key information.
+      #
+      # The concept of Nexus indicates a place where your company is legally obligated to collect and remit transactional
+      # taxes. The legal requirements for nexus may vary per country and per jurisdiction; please seek advice from your
+      # accountant or lawyer prior to declaring nexus.
+      #
+      # This API produces only basic information about your company's nexus declarations. For example, it will show
+      # the number of nexus declarations of each tax type. To request more information about your company's nexus
+      # declarations, please use `QueryNexus` or `ListNexusByCompany`.
+      # @param companyId [Integer] The ID of the company that owns these nexus objects
+      # @return [Object]
+      def nexus_summary(companyId)
+        path = "/api/v2/companies/#{companyId}/nexus/summary"
+        get(path)
+      end
+
+
       # Retrieve all nexus
       #
       # Get multiple nexus objects across all companies.

data/lib/avatax/client/notices.rb

@@ -277,6 +277,9 @@ module AvaTax
       # Retrieve all notices.
       #
       # This API is available by invitation only.
+      #
+      # This API is deprecated - please use POST `/api/v2/notices/query` API.
+      #
       # Get multiple notice objects across all companies.
       # A 'notice' represents a letter sent to a business by a tax authority regarding tax filing issues. Avalara
       # Returns customers often receive support and assistance from the Compliance Notices team in handling notices received by taxing authorities.
@@ -295,6 +298,20 @@ module AvaTax
       end
 
 
+      # Retrieve all notices.
+      #
+      # This API is available by invitation only.
+      #
+      # This API is intended to replace the GET `/api/v2/notices` API. The fetch request object is posted on the body of the request instead of the URI, so it's not limited by a set number of characters.
+      # The documentation of the GET API shows how filtering, sorting and pagination works.
+      # @param model [Object] Query object to filter, sort and paginate the filing calendars.
+      # @return [FetchResult]
+      def query_notices_post(model)
+        path = "/api/v2/notices/query"
+        post(path, model)
+      end
+
+
       # Update a single notice finance detail.
       #
       # This API is available by invitation only.

data/lib/avatax/client/taxcontent.rb

@@ -74,6 +74,21 @@ module AvaTax
       end
 
 
+      # Retrieve send-sale tax content for this company.
+      #
+      # This API is available by invitation only.
+      # @param date [DateTime] The date for which we are fetching tax content.
+      # @param taxCode [String] The tax code for which we are fetching tax content.
+      # @param companyId [Integer] The unique ID number of the company which is fetching tax content.
+      # @param format [String] Requests a specific data format for this content file. (See SendSalesOutputFileFormat::* for a list of allowable values)
+      # @param type [String] Requests a specific encoding for this content file. (See SendSalesFileType::* for a list of allowable values)
+      # @return [Object]
+      def download_send_sales_rate_file(date, taxCode, companyId, options={})
+        path = "/api/v2/sendsalescontent/download/#{companyId}/#{taxCode}/#{date}"
+        get(path, options)
+      end
+
+
       # Download a file listing tax rates by postal code
       #
       # Download a CSV file containing all five digit postal codes in the United States and their sales

data/lib/avatax/client/taxprofiles.rb

@@ -0,0 +1,39 @@
+module AvaTax
+  class Client
+    module TaxProfiles 
+
+
+      # Export the tax profile of this company to a backup file
+      #
+      # Exports the tax profile of a company to a file, containing all information that affects tax calculation for this company.
+      #
+      # A tax profile is a series of decisions and configuration choices that affect your company's tax calculation. These decisions
+      # include your nexus declarations, your item catalog, your custom tax rules, and so on.
+      #
+      # This API can be used to export a complete zip file containing your company's current tax profile, and you can then restore this
+      # profile to a different company or compare it over time to see if your profile has been changed.
+      # @param companyId [Integer] The unique ID number of the company whose profile you wish to retrieve.
+      # @return [Object]
+      def export_tax_profile(companyId)
+        path = "/api/v2/companies/#{companyId}/taxprofile"
+        get(path)
+      end
+
+
+      # Import a tax profile.
+      #
+      # Imports a tax profile to a new company, along with the option to import account settings.
+      # @param accountId [Integer] The account id of the account to which the tax profile will be imported.
+      # @param newCompanyCode [String] The companyCode to use for the imported company.
+      # @param replaceAccountSettings [Boolean] Replace the current account settings with the ones in the tax profile.
+      # @param bypassNexusValidation [Boolean] Enable invalid nexus to be imported.
+      # @param taxProfile [Object] The taxProfile
+      # @return [Object]
+      def import_tax_profile()
+        path = "/api/v2/taxprofile"
+        post(path)
+      end
+
+    end
+  end
+end

data/lib/avatax/client/users.rb

@@ -97,6 +97,20 @@ module AvaTax
       end
 
 
+      # Get information about a username.
+      #
+      # You may call this API prior to creating a user, to check if a particular username is available for use. Using this API, you can
+      # present a friendly experience prior to attempting to create a new user object.
+      #
+      # Please ensure that the query string is url encoded if you wish to check information for a user that contains url-sensitive characters.
+      # @param username [String] The username to search.
+      # @return [Object]
+      def get_username(options={})
+        path = "/api/v2/usernames"
+        get(path, options)
+      end
+
+
       # Retrieve users for this account
       #
       # List all user objects attached to this account.

data/lib/avatax/version.rb

@@ -1,3 +1,3 @@
 module AvaTax
-  VERSION = '19.2.0'.freeze unless defined?(::AvaTax::VERSION)
+  VERSION = '19.3.0'.freeze unless defined?(::AvaTax::VERSION)
 end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: avatax
 version: !ruby/object:Gem::Version
-  version: 19.2.0
+  version: 19.3.0
 platform: ruby
 authors:
 - Marcus Vorwaller
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2019-03-06 00:00:00.000000000 Z
+date: 2019-03-22 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: rake
@@ -140,11 +140,13 @@ files:
 - lib/avatax/client/certexpressinvites.rb
 - lib/avatax/client/certificates.rb
 - lib/avatax/client/companies.rb
+- lib/avatax/client/compliance.rb
 - lib/avatax/client/contacts.rb
 - lib/avatax/client/customers.rb
 - lib/avatax/client/datasources.rb
 - lib/avatax/client/definitions.rb
 - lib/avatax/client/distancethresholds.rb
+- lib/avatax/client/ecms.rb
 - lib/avatax/client/filingcalendars.rb
 - lib/avatax/client/filings.rb
 - lib/avatax/client/free.rb
@@ -164,6 +166,7 @@ files:
 - lib/avatax/client/subscriptions.rb
 - lib/avatax/client/taxcodes.rb
 - lib/avatax/client/taxcontent.rb
+- lib/avatax/client/taxprofiles.rb
 - lib/avatax/client/taxrules.rb
 - lib/avatax/client/transactions.rb
 - lib/avatax/client/upcs.rb