avatax 19.5.0 → 19.9.1

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.
@@ -18,6 +18,8 @@ module AvaTax
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  # dismissed. You can then later review which employees of your company dismissed notifications to
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  # determine if they were resolved appropriately.
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  #
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+ # A Global notification with null accountId and companyId cannot be dismissed and will expire within a given time span.
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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, AccountUser, CompanyAdmin, CompanyUser, Compliance Root User, ComplianceAdmin, ComplianceUser, CSPAdmin, CSPTester, FirmAdmin, FirmUser, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
@@ -32,6 +32,9 @@ module AvaTax
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  # to regularly review notifications and then dismiss them when you are certain that you have addressed
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  # any relevant concerns raised by this notification.
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  #
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+ # A Global notification is a message which is directed to all the accounts and is set to expire within
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+ # a certain time and cannot be dismissed by the user. Make accountId and companyId null to create a global notification.
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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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  #
@@ -31,29 +31,6 @@ module AvaTax
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  end
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- # Intiate and download an ExportDocumentLine report
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- #
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- # This API is deprecated.
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- #
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- # Please use the asynchronous reports APIs:
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- #
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- # * Begin a report by calling the report's Initiate API. There is a separate initiate API call for each report type.
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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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- #
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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, 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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- def export_document_line(companyId, model)
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- path = "/api/v2/companies/#{companyId}/reports/exportdocumentline"
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- post(path, model)
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- end
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-
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-
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  # Retrieve a single report
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  #
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  # Retrieve a single report by its unique ID number.
@@ -118,10 +95,10 @@ module AvaTax
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  # ### Security Policies
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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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- # @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:* reportType, parameters, createdUser, completedDate
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- # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
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+ # @param companyId [Integer] The id of the company for which to get reports.
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+ # @param pageKey [String] Provide a page key to retrieve the next page of results.
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  # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
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- # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
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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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  # @return [FetchResult]
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  def list_reports(options={})
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  path = "/api/v2/reports"
@@ -131,7 +131,7 @@ module AvaTax
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, Compliance Root User, ComplianceAdmin, ComplianceUser, CSPAdmin, CSPTester, FirmAdmin, FirmUser, ProStoresOperator, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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  # @param date [DateTime] The date for which point-of-sale data would be calculated (today by default). Example input: 2016-12-31
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- # @param region [String] If the region is provided, this API is going to generate the tax rate per zipcode for only the region specified.
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+ # @param region [String] A two character region code which limits results to a specific region.
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  # @return [Object]
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  def download_tax_rates_by_zip_code(date, options={})
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  path = "/api/v2/taxratesbyzipcode/download/#{date}"
@@ -63,6 +63,11 @@ module AvaTax
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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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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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.
@@ -97,6 +102,11 @@ 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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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ProStoresOperator, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
@@ -128,6 +138,11 @@ 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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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ProStoresOperator, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
@@ -155,7 +170,7 @@ module AvaTax
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  # ### Security Policies
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  #
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  # * This API requires the user role Compliance Root User.
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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 depends on the following active services<br />*Returns* (at least one of): Mrs, MRSComplianceManager, AvaTaxCsp.<br />*Firm Managed* (for accounts managed by a firm): ARA, ARAManaged.
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  # * This API is available by invitation only.<br />*Exempt security roles*: ComplianceRootUser, ComplianceAdmin, ComplianceUser, TechnicalSupportAdmin, TechnicalSupportUser.
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  # @param model [Object] bulk lock request
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  # @return [Object]
@@ -189,6 +204,11 @@ module AvaTax
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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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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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.
@@ -228,6 +248,11 @@ module AvaTax
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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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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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.
@@ -274,6 +299,11 @@ module AvaTax
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  #
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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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+ # NOTE: Avoid using the following strings in your transaction codes as they are encoding strings and will be interpreted differently:
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+ # * \_-ava2f-\_
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+ # * \_-ava2b-\_
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+ # * \_-ava3f-\_
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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, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
@@ -325,6 +355,11 @@ module AvaTax
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  #
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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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+ # NOTE: Avoid using the following strings in your transaction codes as they are encoding strings and will be interpreted differently:
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+ # * \_-ava2f-\_
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+ # * \_-ava2b-\_
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+ # * \_-ava3f-\_
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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, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
@@ -392,6 +427,11 @@ module AvaTax
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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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  #
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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ProStoresOperator, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
@@ -411,6 +451,11 @@ module AvaTax
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  #
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  # DEPRECATED: Please use the `GetTransactionByCode` API instead.
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  #
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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ProStoresOperator, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
@@ -483,6 +528,11 @@ module AvaTax
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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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  #
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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ProStoresOperator, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
@@ -525,10 +575,15 @@ module AvaTax
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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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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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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 depends on the following active services<br />*Returns* (at least one of): Mrs, MRSComplianceManager, AvaTaxCsp.<br />*Firm Managed* (for accounts managed by a firm): ARA, ARAManaged.
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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 lock
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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)
@@ -575,6 +630,11 @@ module AvaTax
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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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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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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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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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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  # * 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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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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 transactionCode [String] The transaction code to Uncommit
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+ # @param documentType [String] (Optional): The document type of the transaction to Uncommit. 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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  # * LinesOnly (omit details - reduces API response size)
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  #
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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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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  # * 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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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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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  # * 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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+ # NOTE: If your companyCode or transactionCode contains any of these characters /, + or ? please use the following encoding before making a request:
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+ # * Replace '/' with '\_-ava2f-\_' For example: document/Code becomes document_-ava2f-_Code
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+ # * Replace '+' with '\_-ava2b-\_' For example: document+Code becomes document_-ava2b-_Code
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+ # * Replace '?' with '\_-ava3f-\_' For example: document?Code becomes document_-ava3f-_Code
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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.
@@ -1,3 +1,3 @@
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  module AvaTax
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- VERSION = '19.5.0'.freeze unless defined?(::AvaTax::VERSION)
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+ VERSION = '19.9.1'.freeze unless defined?(::AvaTax::VERSION)
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  end
metadata CHANGED
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  --- !ruby/object:Gem::Specification
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  name: avatax
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  version: !ruby/object:Gem::Version
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- version: 19.5.0
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+ version: 19.9.1
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  platform: ruby
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  authors:
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  - Marcus Vorwaller
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  autorequire:
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  bindir: bin
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  cert_chain: []
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- date: 2019-05-20 00:00:00.000000000 Z
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+ date: 2019-10-14 00:00:00.000000000 Z
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  dependencies:
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  - !ruby/object:Gem::Dependency
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  name: rake
@@ -147,8 +147,10 @@ files:
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  - lib/avatax/client/definitions.rb
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  - lib/avatax/client/distancethresholds.rb
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  - lib/avatax/client/ecms.rb
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+ - lib/avatax/client/errortransactions.rb
150
151
  - lib/avatax/client/filingcalendars.rb
151
152
  - lib/avatax/client/filings.rb
153
+ - lib/avatax/client/firmclientlinkages.rb
152
154
  - lib/avatax/client/free.rb
153
155
  - lib/avatax/client/fundingrequests.rb
154
156
  - lib/avatax/client/items.rb
@@ -215,14 +217,8 @@ required_rubygems_version: !ruby/object:Gem::Requirement
215
217
  - !ruby/object:Gem::Version
216
218
  version: 2.0.0
217
219
  requirements: []
218
- rubygems_version: 3.0.2
220
+ rubygems_version: 3.0.3
219
221
  signing_key:
220
222
  specification_version: 4
221
223
  summary: Ruby wrapper for the AvaTax API
222
- test_files:
223
- - spec/avatax/client/accounts_spec.rb
224
- - spec/avatax/client/transactions_spec.rb
225
- - spec/avatax_spec.rb
226
- - spec/credentials.yaml.example
227
- - spec/fixtures/accounts.json
228
- - spec/spec_helper.rb
224
+ test_files: []