avatax 19.3.0 → 19.4.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/lib/avatax/client/accounts.rb +28 -0
- data/lib/avatax/client/addresses.rb +10 -0
- data/lib/avatax/client/avafileforms.rb +30 -0
- data/lib/avatax/client/batches.rb +24 -0
- data/lib/avatax/client/certexpressinvites.rb +15 -0
- data/lib/avatax/client/certificates.rb +76 -1
- data/lib/avatax/client/companies.rb +66 -2
- data/lib/avatax/client/contacts.rb +24 -0
- data/lib/avatax/client/customers.rb +50 -0
- data/lib/avatax/client/datasources.rb +30 -0
- data/lib/avatax/client/definitions.rb +28 -4
- data/lib/avatax/client/distancethresholds.rb +24 -0
- data/lib/avatax/client/filingcalendars.rb +132 -0
- data/lib/avatax/client/filings.rb +164 -2
- data/lib/avatax/client/free.rb +4 -0
- data/lib/avatax/client/fundingrequests.rb +12 -0
- data/lib/avatax/client/items.rb +64 -23
- data/lib/avatax/client/jurisdictionoverrides.rb +24 -0
- data/lib/avatax/client/locations.rb +28 -0
- data/lib/avatax/client/multidocument.rb +50 -0
- data/lib/avatax/client/nexus.rb +34 -21
- data/lib/avatax/client/notices.rb +141 -2
- data/lib/avatax/client/notifications.rb +12 -0
- data/lib/avatax/client/onboarding.rb +12 -0
- data/lib/avatax/client/registrar.rb +44 -1
- data/lib/avatax/client/reports.rb +16 -0
- data/lib/avatax/client/settings.rb +24 -0
- data/lib/avatax/client/subscriptions.rb +12 -0
- data/lib/avatax/client/taxcodes.rb +24 -0
- data/lib/avatax/client/taxcontent.rb +14 -15
- data/lib/avatax/client/taxrules.rb +24 -0
- data/lib/avatax/client/transactions.rb +187 -1
- data/lib/avatax/client/upcs.rb +30 -0
- data/lib/avatax/client/users.rb +44 -14
- data/lib/avatax/client/utilities.rb +4 -0
- data/lib/avatax/version.rb +1 -1
- metadata +2 -2
@@ -10,6 +10,10 @@ module AvaTax
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#
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# Create a single new account object.
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# When creating an account object you may attach subscriptions and users as part of the 'Create' call.
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# ### Security Policies
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# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# @param model [Object] The account you wish to create.
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# @return [AccountModel[]]
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def create_account(model)
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#
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# An example of a notification would be a message about new software, or a change to AvaTax that may
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# affect you, or a potential issue with your company's tax profile.
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#
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# ### Security Policies
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# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# * This API is available by invitation only. To request access to this feature, please speak to a business development manager and request access to [NotificationsAPI:Create].
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# @param model [NotificationModel[]] The notifications you wish to create.
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# @return [NotificationModel[]]
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def create_notifications(model)
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# Create a new subscription
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#
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# # For Registrar Use Only
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# This API is for use by Avalara Registrar administrative users only.
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#
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# Create one or more new subscription objects attached to this account.
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# A 'subscription' indicates a licensed subscription to a named Avalara service.
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# To request or remove subscriptions, please contact Avalara sales or your customer account manager.
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# ### Security Policies
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# * This API requires one of the following user roles: Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# @param accountId [Integer] The ID of the account that owns this subscription.
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# @param model [SubscriptionModel[]] The subscription you wish to create.
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# @return [SubscriptionModel[]]
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#
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# Delete an account.
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# Deleting an account will delete all companies and all account level users attached to this account.
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# ### Security Policies
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# * This API requires the user role SystemAdmin.
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# @param id [Integer] The ID of the account you wish to delete.
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# @return [ErrorDetail[]]
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def delete_account(id)
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#
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# An example of a notification would be a message about new software, or a change to AvaTax that may
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# affect you, or a potential issue with your company's tax profile.
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# ### Security Policies
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# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# * This API is available by invitation only. To request access to this feature, please speak to a business development manager and request access to [NotificationsAPI:Create].
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# @param id [Integer] The id of the notification you wish to delete.
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# @return [ErrorDetail[]]
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def delete_notification(id)
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# This API is for use by Avalara Registrar administrative users only.
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#
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# Mark the existing account identified by this URL as deleted.
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# ### Security Policies
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# * This API requires one of the following user roles: Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# @param accountId [Integer] The ID of the account that owns this subscription.
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# @param id [Integer] The ID of the subscription you wish to delete.
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# @return [ErrorDetail[]]
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# Allows a system admin to reset the password for a specific user via the API.
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# This API is only available for Avalara Registrar Admins, and can be used to reset the password of any
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# user based on internal Avalara business processes.
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# ### Security Policies
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, Compliance Root User, ComplianceAdmin, ComplianceUser, CSPTester, FirmAdmin, FirmUser, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# * This API is available to Avalara system-level (registrar-level) users only.
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# @param userId [Integer] The unique ID of the user whose password will be changed
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# @param unmigrateFromAi [Boolean] If user's password was migrated to AI, undo this.
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# @param model [Object] The new password for this user
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# This API is for use by Avalara Registrar administrative users only.
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#
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# Replace an existing account object with an updated account object.
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# ### Security Policies
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# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# @param id [Integer] The ID of the account you wish to update.
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# @param model [Object] The account object you wish to update.
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# @return [Object]
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#
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# An example of a notification would be a message about new software, or a change to AvaTax that may
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# affect you, or a potential issue with your company's tax profile.
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# ### Security Policies
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# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# * This API is available by invitation only. To request access to this feature, please speak to a business development manager and request access to [NotificationsAPI:Create].
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# @param id [Integer] The id of the notification you wish to update.
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# @param model [Object] The notification object you wish to update.
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# @return [Object]
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# To request or remove subscriptions, please contact Avalara sales or your customer account manager.
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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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# * This API requires one of the following user roles: Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# @param accountId [Integer] The ID of the account that this subscription belongs to.
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# @param id [Integer] The ID of the subscription you wish to update
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# @param model [Object] The subscription you wish to update.
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# * When a report's status is `Completed`, call `DownloadReport` to retrieve the file.
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# This API works for all report types.
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# ### Security Policies
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ProStoresOperator, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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# @param id [Integer] The unique ID number of this report
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# @return [Object]
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def download_report(id)
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# * In the result of the Initiate API, you receive back a report's `id` value.
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# * Check the status of a report by calling `GetReport` and passing in the report's `id` value.
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# * When a report's status is `Completed`, call `DownloadReport` to retrieve the file.
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# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ProStoresOperator, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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# @param companyId [Integer] The unique ID number of the company to report on.
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# @param model [Object] Options that may be configured to customize the report.
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# @return [Object]
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# * When a report's status is `Completed`, call `DownloadReport` to retrieve the file.
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# The `ExportDocumentLine` report produces information about invoice lines recorded within your account.
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# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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# @param companyId [Integer] The unique ID number of the company to report on.
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# @return [ReportModel[]]
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# * When a report's status is `Completed`, call `DownloadReport` to retrieve the file.
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# This API call returns information about all report types across your entire account.
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ProStoresOperator, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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# @return [FetchResult]
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def list_reports()
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path = "/api/v2/reports"
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# A setting can refer to any type of data you need to remember about this company object.
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# When creating this object, you may define your own `set`, `name`, and `value` parameters.
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# To define your own values, please choose a `set` name that begins with `X-` to indicate an extension.
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# @param companyId [Integer] The ID of the company that owns this setting.
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# @param model [SettingModel[]] The setting you wish to create.
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# @return [SettingModel[]]
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# A setting can refer to any type of data you need to remember about this company object.
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# When creating this object, you may define your own `set`, `name`, and `value` parameters.
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# To define your own values, please choose a `set` name that begins with `X-` to indicate an extension.
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# @param companyId [Integer] The ID of the company that owns this setting.
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# @param id [Integer] The ID of the setting you wish to delete.
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# @return [ErrorDetail[]]
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# @param companyId [Integer] The ID of the company that owns this setting
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# @param id [Integer] The primary key of this setting
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# @return [Object]
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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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# @param companyId [Integer] The ID of the company that owns these settings
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# @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/).
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# @param include [String] A comma separated list of additional data to retrieve.
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# Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
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# @param include [String] A comma separated list of additional data to retrieve.
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# @param top [Integer] If nonzero, return no more than this number of results. Used with `$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.
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# All data from the existing object will be replaced with data in the object you `PUT`.
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# @param model [Object] The setting you wish to update.
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# Get the subscription object identified by this URL.
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# A 'subscription' indicates a licensed subscription to a named Avalara service.
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# To request or remove subscriptions, please contact Avalara sales or your customer account manager.
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# @param accountId [Integer] The ID of the account that owns this subscription
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# @param id [Integer] The primary key of this subscription
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# @return [Object]
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# @param accountId [Integer] The ID of the account that owns these subscriptions
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# @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:* subscriptionDescription
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# @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
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def download_send_sales_rate_file(date, taxCode, companyId, options={})
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# @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* taxCode, rateTypeCode, taxTypeGroup, taxSubType
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# @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* taxCode, rateTypeCode, taxTypeGroup, taxSubType
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|
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#
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# You may specify one or more of the following values in the `$include` parameter to fetch additional nested data, using commas to separate multiple values:
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#
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# * LinesOnly (omit details - reduces API response size)
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# * TaxDetailsByTaxType - Includes the aggregated tax, exempt tax, taxable and non-taxable for each tax type returned in the transaction summary.
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# * This API requires one of the following user roles: AccountAdmin, AccountOperator, CompanyAdmin, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
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# @param include [String] Specifies objects to include in this fetch call
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def adjust_transaction(companyCode, transactionCode, model, options={})
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#
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ProStoresOperator, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ProStoresOperator, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
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# @param companyCode [String] The code identifying the company that owns this transaction
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# @param transactionCode [String] The code identifying the transaction
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# @param documentType [String] The document type of the original transaction (See DocumentType::* for a list of allowable values)
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# ### Security Policies
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#
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# * This API depends on the following active services<br />*Returns* (at least one of): Mrs, MRSComplianceManager, AvaTaxCsp.
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# * This API is available by invitation only. To request access to this feature, please speak to a business development manager and request host address whitelisting for [Returns] for your servers.
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# @param model [Object] bulk lock request
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def bulk_lock_transaction(model)
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#
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# * This API depends on the following active services<br />*Returns* (at least one of): Mrs, MRSComplianceManager, AvaTaxCsp.
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# @param documentType [String] (Optional): The document type of the transaction to lock. If not provided, the default is SalesInvoice. (See DocumentType::* for a list of allowable values)
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@@ -453,8 +571,13 @@ module AvaTax
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#
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# * TaxDetailsByTaxType - Includes the aggregated tax, exempt tax, taxable and non-taxable for each tax type returned in the transaction summary.
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# If you omit the `$include` parameter, the API will assume you want `Summary,Addresses`.
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#
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# @param companyCode [String] The code of the company that made the original sale
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# This API is available for users who want to execute more than one action at a time.
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# You may specify one or more of the following values in the `$include` parameter to fetch additional nested data, using commas to separate multiple values:
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# * TaxDetailsByTaxType - Includes the aggregated tax, exempt tax, taxable and non-taxable for each tax type returned in the transaction summary.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, ProStoresOperator, SSTAdmin, TechnicalSupportAdmin.
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# @param companyCode [String] The company code of the company that recorded this transaction
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# @param documentType [String] (Optional): The document type of the transaction to settle. If not provided, the default is SalesInvoice. (See DocumentType::* for a list of allowable values)
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def settle_transaction(companyCode, transactionCode, model, options={})
|
@@ -497,9 +635,25 @@ module AvaTax
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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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#
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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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# * Addresses
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# * SummaryOnly (omit lines and details - reduces API response size)
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# * LinesOnly (omit details - reduces API response size)
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# * TaxDetailsByTaxType - Includes the aggregated tax, exempt tax, taxable and non-taxable for each tax type returned in the transaction summary.
|
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#
|
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# ### Security Policies
|
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#
|
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# * This API requires one of the following user roles: AccountAdmin, AccountOperator, CompanyAdmin, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
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# @param companyCode [String] The company code of the company that recorded this transaction
|
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# @param transactionCode [String] The transaction code to commit
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# @param documentType [String] (Optional): The document type of the transaction to commit. If not provided, the default is SalesInvoice. (See DocumentType::* for a list of allowable values)
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# @param include [String] Specifies objects to include in this fetch call
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# @return [Object]
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def uncommit_transaction(companyCode, transactionCode, options={})
|
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path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/uncommit"
|
@@ -517,9 +671,25 @@ module AvaTax
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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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#
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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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# * Addresses
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# * SummaryOnly (omit lines and details - reduces API response size)
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# * LinesOnly (omit details - reduces API response size)
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# * TaxDetailsByTaxType - Includes the aggregated tax, exempt tax, taxable and non-taxable for each tax type returned in the transaction summary.
|
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#
|
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# ### Security Policies
|
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#
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# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, ProStoresOperator, SSTAdmin, TechnicalSupportAdmin.
|
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
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# @param companyCode [String] The company code of the company that recorded this transaction
|
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# @param transactionCode [String] The transaction code to settle
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# @param documentType [String] (Optional): The document type of the transaction to verify. If not provided, the default is SalesInvoice. (See DocumentType::* for a list of allowable values)
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# @param include [String] Specifies objects to include in this fetch call
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# @param model [Object] The data from an external system to reconcile against AvaTax
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# @return [Object]
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def verify_transaction(companyCode, transactionCode, model, options={})
|
@@ -540,9 +710,25 @@ module AvaTax
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# If you have more than one document with the same `code`, specify the `documentType` parameter to choose between them.
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#
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# Transactions that have been previously reported to a tax authority by Avalara Managed Returns are no longer available to be voided.
|
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#
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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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# * SummaryOnly (omit lines and details - reduces API response size)
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# * LinesOnly (omit details - reduces API response size)
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# * TaxDetailsByTaxType - Includes the aggregated tax, exempt tax, taxable and non-taxable for each tax type returned in the transaction summary.
|
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|
+
#
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# ### Security Policies
|
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#
|
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|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, CompanyAdmin, CSPTester, ProStoresOperator, SSTAdmin, TechnicalSupportAdmin.
|
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
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# @param companyCode [String] The company code of the company that recorded this transaction
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# @param transactionCode [String] The transaction code to void
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# @param documentType [String] (Optional): The document type of the transaction to void. If not provided, the default is SalesInvoice. (See DocumentType::* for a list of allowable values)
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# @param include [String] Specifies objects to include in this fetch call
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# @param model [Object] The void request you wish to execute. To void a transaction the code must be set to 'DocVoided'
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# @return [Object]
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def void_transaction(companyCode, transactionCode, model, options={})
|