avatax 20.1.0 → 20.9.0
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- checksums.yaml +4 -4
- data/avatax.gemspec +0 -1
- data/lib/avatax/client/accounts.rb +236 -172
- data/lib/avatax/client/addresses.rb +54 -54
- data/lib/avatax/client/advancedrules.rb +63 -162
- data/lib/avatax/client/avafileforms.rb +78 -78
- data/lib/avatax/client/batches.rb +223 -170
- data/lib/avatax/client/certexpressinvites.rb +97 -97
- data/lib/avatax/client/certificates.rb +424 -424
- data/lib/avatax/client/companies.rb +457 -350
- data/lib/avatax/client/compliance.rb +15 -15
- data/lib/avatax/client/contacts.rb +106 -106
- data/lib/avatax/client/customers.rb +376 -376
- data/lib/avatax/client/datasources.rb +99 -99
- data/lib/avatax/client/definitions.rb +862 -847
- data/lib/avatax/client/distancethresholds.rb +122 -122
- data/lib/avatax/client/ecommercetoken.rb +37 -0
- data/lib/avatax/client/filingcalendars.rb +20 -508
- data/lib/avatax/client/filings.rb +37 -26
- data/lib/avatax/client/firmclientlinkages.rb +123 -123
- data/lib/avatax/client/free.rb +100 -100
- data/lib/avatax/client/fundingrequests.rb +52 -52
- data/lib/avatax/client/items.rb +423 -423
- data/lib/avatax/client/jurisdictionoverrides.rb +118 -118
- data/lib/avatax/client/locations.rb +253 -139
- data/lib/avatax/client/multidocument.rb +390 -310
- data/lib/avatax/client/nexus.rb +341 -201
- data/lib/avatax/client/notifications.rb +75 -75
- data/lib/avatax/client/provisioning.rb +49 -49
- data/lib/avatax/client/registrar.rb +198 -198
- data/lib/avatax/client/reports.rb +97 -97
- data/lib/avatax/client/settings.rb +156 -156
- data/lib/avatax/client/subscriptions.rb +62 -62
- data/lib/avatax/client/taxcodes.rb +120 -120
- data/lib/avatax/client/taxcontent.rb +133 -133
- data/lib/avatax/client/taxrules.rb +170 -170
- data/lib/avatax/client/transactions.rb +836 -791
- data/lib/avatax/client/upcs.rb +111 -111
- data/lib/avatax/client/users.rb +183 -183
- data/lib/avatax/client/utilities.rb +61 -61
- data/lib/avatax/connection.rb +3 -3
- data/lib/avatax/request.rb +2 -0
- data/lib/avatax/version.rb +1 -1
- metadata +4 -17
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module AvaTax
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class Client
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module Companies
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# Checks whether the integration being used to set up this company and run transactions onto this company is compliant to all requirements.
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# Examines the most recent 100 transactions or data from the last month when verifying transaction-related integrations.
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# For partners who write integrations against AvaTax for many clients, this API is a way to do a quick self testing to verify whether the
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# written integrations for a company are sufficient enough to be delivered to the respective customers to start using it.
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# This API provides messages specific enough (through predefined checks) to guide the partner on what integrations are still missing from the company to get fully certified.
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# The API makes the following checks to conclude if the company is NOT fully certified:
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# 1. Any past month items contains generic tax code of P0000000.
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# 2. All the companies on the requesting account are test companies.
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# 3. No Voided/Cancelled documents in the past 30 days.
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# 4. There are less than 2 committed documents.
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# 5. Any documentCode is a generic GUID string.
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# 6. Any customerCode on document is a generic GUID string.
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# 7. No document has more than 1 documentLine.
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# 8. All of the documents have missing exemptionNo, customerUsageType, taxDateOverride or negative amount.
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# 9. Any document quantity is a negative number.
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# 10. Any document have repeated lines.
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# 11. No document has shipping charge.
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# 12. All documents have same ItemCodes, descriptions and taxCodes.
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# 13. Less than 2 addresses used across all documents.
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# 14. Whether locationCode was used in documents.
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# 15. Account with AvaGlobal subscription and no documents have VATBuyerId.
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# 16. Any document has currencyCode not being USD for accounts with AvaGlobal subscription.
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# 17. All documents have countryCode used for accounts with AvaGlobal subscription.
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#
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# ### Security Policies
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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 id [Integer] The ID of the company to check if its integration is certified.
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# @return [String]
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def certify_integration(id) path = "/api/v2/companies/#{id}/certify"
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get(path) end
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# Change the filing status of this company
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# Changes the current filing status of this company.
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# For customers using Avalara's Managed Returns Service, each company within their account can request
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# for Avalara to file tax returns on their behalf. Avalara compliance team members will review all
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# requested filing calendars prior to beginning filing tax returns on behalf of this company.
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# The following changes may be requested through this API:
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# * If a company is in `NotYetFiling` status, the customer may request this be changed to `FilingRequested`.
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# * Avalara compliance team members may change a company from `FilingRequested` to `FirstFiling`.
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# * Avalara compliance team members may change a company from `FirstFiling` to `Active`.
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# All other status changes must be requested through the Avalara customer support team.
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# ### Security Policies
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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 id [Integer]
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# @param model [Object]
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# @return [String]
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def change_filing_status(id, model) path = "/api/v2/companies/#{id}/filingstatus"
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post(path, model) end
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# Quick setup for a company with a single physical address
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# Shortcut to quickly setup a single-physical-location company with critical information and activate it.
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# This API provides quick and simple company setup functionality and does the following things:
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# * Create a company object with its own tax profile
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# * Add a key contact person for the company
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# * Set up one physical location for the main office
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# * Declare nexus in all taxing jurisdictions for that main office address
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# * Activate the company
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# This API only provides a limited subset of functionality compared to the 'Create Company' API call.
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# If you need additional features or options not present in this 'Quick Setup' API call, please use the full 'Create Company' call instead.
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# Please allow 1 minute before making transactions using the company.
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# ### Security Policies
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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 model [Object] Information about the company you wish to create.
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# @return [Object]
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def company_initialize(model) path = "/api/v2/companies/initialize"
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post(path, model) end
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# Create new companies
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#
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# Create one or more new company objects.
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# A 'company' represents a single corporation or individual that is registered to handle transactional taxes.
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# You may attach nested data objects such as contacts, locations, and nexus with this CREATE call, and those objects will be created with the company.
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# NOTE: Please do not use these blacklisted characters in company name and code: ';', '\', '|'.
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# ### Security Policies
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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 model [CompanyModel[]] Either a single company object or an array of companies to create
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# @return [CompanyModel[]]
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def create_companies(model) path = "/api/v2/companies"
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post(path, model) end
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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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module AvaTax
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class Client
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module Companies
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# Checks whether the integration being used to set up this company and run transactions onto this company is compliant to all requirements.
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#
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# Examines the most recent 100 transactions or data from the last month when verifying transaction-related integrations.
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# For partners who write integrations against AvaTax for many clients, this API is a way to do a quick self testing to verify whether the
|
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# written integrations for a company are sufficient enough to be delivered to the respective customers to start using it.
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#
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# This API provides messages specific enough (through predefined checks) to guide the partner on what integrations are still missing from the company to get fully certified.
|
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+
# The API makes the following checks to conclude if the company is NOT fully certified:
|
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# 1. Any past month items contains generic tax code of P0000000.
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# 2. All the companies on the requesting account are test companies.
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# 3. No Voided/Cancelled documents in the past 30 days.
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# 4. There are less than 2 committed documents.
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# 5. Any documentCode is a generic GUID string.
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# 6. Any customerCode on document is a generic GUID string.
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# 7. No document has more than 1 documentLine.
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# 8. All of the documents have missing exemptionNo, customerUsageType, taxDateOverride or negative amount.
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# 9. Any document quantity is a negative number.
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# 10. Any document have repeated lines.
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# 11. No document has shipping charge.
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# 12. All documents have same ItemCodes, descriptions and taxCodes.
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# 13. Less than 2 addresses used across all documents.
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# 14. Whether locationCode was used in documents.
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# 15. Account with AvaGlobal subscription and no documents have VATBuyerId.
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# 16. Any document has currencyCode not being USD for accounts with AvaGlobal subscription.
|
30
|
+
# 17. All documents have countryCode used for accounts with AvaGlobal subscription.
|
31
|
+
#
|
32
|
+
# ### Security Policies
|
33
|
+
#
|
34
|
+
# * 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.
|
35
|
+
# @param id [Integer] The ID of the company to check if its integration is certified.
|
36
|
+
# @return [String]
|
37
|
+
def certify_integration(id) path = "/api/v2/companies/#{id}/certify"
|
38
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+
get(path) end
|
39
|
+
|
40
|
+
# Change the filing status of this company
|
41
|
+
#
|
42
|
+
# Changes the current filing status of this company.
|
43
|
+
#
|
44
|
+
# For customers using Avalara's Managed Returns Service, each company within their account can request
|
45
|
+
# for Avalara to file tax returns on their behalf. Avalara compliance team members will review all
|
46
|
+
# requested filing calendars prior to beginning filing tax returns on behalf of this company.
|
47
|
+
#
|
48
|
+
# The following changes may be requested through this API:
|
49
|
+
#
|
50
|
+
# * If a company is in `NotYetFiling` status, the customer may request this be changed to `FilingRequested`.
|
51
|
+
# * Avalara compliance team members may change a company from `FilingRequested` to `FirstFiling`.
|
52
|
+
# * Avalara compliance team members may change a company from `FirstFiling` to `Active`.
|
53
|
+
#
|
54
|
+
# All other status changes must be requested through the Avalara customer support team.
|
55
|
+
#
|
56
|
+
# ### Security Policies
|
57
|
+
#
|
58
|
+
# * 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.
|
59
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+
# @param id [Integer]
|
60
|
+
# @param model [Object]
|
61
|
+
# @return [String]
|
62
|
+
def change_filing_status(id, model) path = "/api/v2/companies/#{id}/filingstatus"
|
63
|
+
post(path, model) end
|
64
|
+
|
65
|
+
# Quick setup for a company with a single physical address
|
66
|
+
#
|
67
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+
# Shortcut to quickly setup a single-physical-location company with critical information and activate it.
|
68
|
+
# This API provides quick and simple company setup functionality and does the following things:
|
69
|
+
#
|
70
|
+
# * Create a company object with its own tax profile
|
71
|
+
# * Add a key contact person for the company
|
72
|
+
# * Set up one physical location for the main office
|
73
|
+
# * Declare nexus in all taxing jurisdictions for that main office address
|
74
|
+
# * Activate the company
|
75
|
+
#
|
76
|
+
# This API only provides a limited subset of functionality compared to the 'Create Company' API call.
|
77
|
+
# If you need additional features or options not present in this 'Quick Setup' API call, please use the full 'Create Company' call instead.
|
78
|
+
# Please allow 1 minute before making transactions using the company.
|
79
|
+
#
|
80
|
+
# ### Security Policies
|
81
|
+
#
|
82
|
+
# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
83
|
+
# @param model [Object] Information about the company you wish to create.
|
84
|
+
# @return [Object]
|
85
|
+
def company_initialize(model) path = "/api/v2/companies/initialize"
|
86
|
+
post(path, model) end
|
87
|
+
|
88
|
+
# Create new companies
|
89
|
+
#
|
90
|
+
# Create one or more new company objects.
|
91
|
+
# A 'company' represents a single corporation or individual that is registered to handle transactional taxes.
|
92
|
+
# You may attach nested data objects such as contacts, locations, and nexus with this CREATE call, and those objects will be created with the company.
|
93
|
+
#
|
94
|
+
# NOTE: Please do not use these blacklisted characters in company name and code: ';', '\', '|'.
|
95
|
+
#
|
96
|
+
# ### Security Policies
|
97
|
+
#
|
98
|
+
# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
99
|
+
# @param model [CompanyModel[]] Either a single company object or an array of companies to create
|
100
|
+
# @return [CompanyModel[]]
|
101
|
+
def create_companies(model) path = "/api/v2/companies"
|
102
|
+
post(path, model) end
|
103
|
+
|
104
|
+
# Add parameters to a company.
|
105
|
+
#
|
106
|
+
# Add parameters to a company.
|
107
|
+
#
|
108
|
+
# Some companies can be taxed and reported differently depending on the properties of the company, such as IsPrimaryAddress. In AvaTax, these tax-affecting properties are called "parameters".
|
109
|
+
#
|
110
|
+
# A parameter added to a company will be used by default in tax calculation but will not show on the transaction line referencing the company.
|
111
|
+
#
|
112
|
+
# A company location parameter specified on a transaction line will override a company parameter if they share the same parameter name.
|
113
|
+
#
|
114
|
+
# To see available parameters for this company, call `/api/v2/definitions/parameters?$filter=attributeType eq Company`
|
115
|
+
#
|
116
|
+
# Some parameters are only available for use if you have subscribed to specific AvaTax services. To see which parameters you are able to use, add the query parameter "$showSubscribed=true" to the parameter definition call above.
|
117
|
+
#
|
118
|
+
# ### Security Policies
|
119
|
+
#
|
120
|
+
# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
121
|
+
# @param companyId [Integer] The ID of the company that owns this company parameter.
|
122
|
+
# @param model [CompanyParameterDetailModel[]] The company parameters you wish to create.
|
123
|
+
# @return [CompanyParameterDetailModel[]]
|
124
|
+
def create_company_parameters(companyId, model) path = "/api/v2/companies/#{companyId}/parameters"
|
125
|
+
post(path, model) end
|
126
|
+
|
127
|
+
# Request managed returns funding setup for a company
|
128
|
+
#
|
129
|
+
# This API is available by invitation only.
|
130
|
+
# Companies that use the Avalara Managed Returns or the SST Certified Service Provider services are
|
131
|
+
# required to setup their funding configuration before Avalara can begin filing tax returns on their
|
132
|
+
# behalf.
|
133
|
+
# Funding configuration for each company is set up by submitting a funding setup request, which can
|
134
|
+
# be sent either via email or via an embedded HTML widget.
|
135
|
+
# When the funding configuration is submitted to Avalara, it will be reviewed by treasury team members
|
136
|
+
# before approval.
|
137
|
+
# This API records that an ambedded HTML funding setup widget was activated.
|
138
|
+
# This API requires a subscription to Avalara Managed Returns or SST Certified Service Provider.
|
139
|
+
#
|
140
|
+
# ### Security Policies
|
141
|
+
#
|
142
|
+
# * This API depends on the following active services<br />*Returns* (at least one of): Mrs, MRSComplianceManager, AvaTaxCsp.
|
143
|
+
# * 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.
|
144
|
+
# @param id [Integer] The unique identifier of the company
|
145
|
+
# @param model [Object] The funding initialization request
|
146
|
+
# @return [Object]
|
147
|
+
def create_funding_request(id, model) path = "/api/v2/companies/#{id}/funding/setup"
|
148
|
+
post(path, model) end
|
149
|
+
|
150
|
+
# Delete a single company
|
151
|
+
#
|
152
|
+
# Deleting a company will delete all child companies, and all users attached to this company.
|
153
|
+
#
|
154
|
+
# ### Security Policies
|
155
|
+
#
|
156
|
+
# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
|
157
|
+
# @param id [Integer] The ID of the company you wish to delete.
|
158
|
+
# @return [ErrorDetail[]]
|
159
|
+
def delete_company(id) path = "/api/v2/companies/#{id}"
|
160
|
+
delete(path) end
|
161
|
+
|
162
|
+
# Delete a single company parameter
|
163
|
+
#
|
164
|
+
# Delete a parameter of a company.
|
165
|
+
# Some companies can be taxed and reported differently depending on the properties of the company, such as IsPrimaryAddress. In AvaTax, these tax-affecting properties are called "parameters".
|
166
|
+
#
|
167
|
+
# A parameter added to a company will be used by default in tax calculation but will not show on the transaction line referencing the company.
|
168
|
+
#
|
169
|
+
# A company location parameter specified on a transaction line will override a company parameter if they share the same parameter name.
|
170
|
+
#
|
171
|
+
# ### Security Policies
|
172
|
+
#
|
173
|
+
# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
|
174
|
+
# @param companyId [Integer] The company id
|
175
|
+
# @param id [Integer] The parameter id
|
176
|
+
# @return [ErrorDetail[]]
|
177
|
+
def delete_company_parameter(companyId, id) path = "/api/v2/companies/#{companyId}/parameters/#{id}"
|
178
|
+
delete(path) end
|
179
|
+
|
180
|
+
# Check the funding configuration of a company
|
181
|
+
#
|
182
|
+
# This API is available by invitation only.
|
183
|
+
# Requires a subscription to Avalara Managed Returns or SST Certified Service Provider.
|
184
|
+
# Returns the funding configuration of the requested company.
|
185
|
+
# .
|
186
|
+
#
|
187
|
+
# ### Security Policies
|
188
|
+
#
|
189
|
+
# * 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.
|
190
|
+
# * 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.
|
191
|
+
# @param companyId [Integer] The unique identifier of the company
|
192
|
+
# @return [Object]
|
193
|
+
def funding_configuration_by_company(companyId) path = "/api/v2/companies/#{companyId}/funding/configuration"
|
194
|
+
get(path) end
|
195
|
+
|
196
|
+
# Check the funding configuration of a company
|
197
|
+
#
|
198
|
+
# This API is available by invitation only.
|
199
|
+
# Requires a subscription to Avalara Managed Returns or SST Certified Service Provider.
|
200
|
+
# Returns the funding configuration of the requested company.
|
201
|
+
# .
|
202
|
+
#
|
203
|
+
# ### Security Policies
|
204
|
+
#
|
205
|
+
# * 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.
|
206
|
+
# * 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.
|
207
|
+
# @param companyId [Integer] The unique identifier of the company
|
208
|
+
# @param currency [String] The currency of the funding. USD and CAD are the only valid currencies
|
209
|
+
# @return [FundingConfigurationModel[]]
|
210
|
+
def funding_configurations_by_company_and_currency(companyId, options={}) path = "/api/v2/companies/#{companyId}/funding/configurations"
|
211
|
+
get(path, options) end
|
212
|
+
|
213
|
+
# Retrieve a single company
|
214
|
+
#
|
215
|
+
# Get the company object identified by this URL.
|
216
|
+
# A 'company' represents a single corporation or individual that is registered to handle transactional taxes.
|
217
|
+
# 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:
|
218
|
+
#
|
219
|
+
# * Contacts
|
220
|
+
# * Items
|
221
|
+
# * Locations
|
222
|
+
# * Nexus
|
223
|
+
# * Settings
|
224
|
+
# * TaxCodes
|
225
|
+
# * TaxRules
|
226
|
+
# * UPC
|
227
|
+
# * Parameters
|
228
|
+
#
|
229
|
+
# ### Security Policies
|
230
|
+
#
|
231
|
+
# * 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.
|
232
|
+
# @param id [Integer] The ID of the company to retrieve.
|
233
|
+
# @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", "NonReportingChildren" or "TaxRules". * Deleted objects - Specify "FetchDeleted" to retrieve information about previously deleted objects.
|
234
|
+
# @return [Object]
|
235
|
+
def get_company(id, options={}) path = "/api/v2/companies/#{id}"
|
236
|
+
get(path, options) end
|
237
|
+
|
238
|
+
# Get configuration settings for this company
|
239
|
+
#
|
240
|
+
# Retrieve a list of all configuration settings tied to this company.
|
241
|
+
#
|
242
|
+
# Configuration settings provide you with the ability to control features of your account and of your
|
243
|
+
# tax software. The category name `AvaCertServiceConfig` is reserved for
|
244
|
+
# Avalara internal software configuration values; to store your own company-level settings, please
|
245
|
+
# create a new category name that begins with `X-`, for example, `X-MyCustomCategory`.
|
246
|
+
#
|
247
|
+
# Company settings are permanent settings that cannot be deleted. You can set the value of a
|
248
|
+
# company setting to null if desired and if the particular setting supports it.
|
249
|
+
#
|
250
|
+
# Avalara-based company settings for `AvaCertServiceConfig` affect your company's exemption certificate
|
251
|
+
# processing, and should be changed with care.
|
252
|
+
#
|
253
|
+
# ### Security Policies
|
254
|
+
#
|
255
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
256
|
+
# @param id [Integer]
|
257
|
+
# @return [CompanyConfigurationModel[]]
|
258
|
+
def get_company_configuration(id) path = "/api/v2/companies/#{id}/configuration"
|
259
|
+
get(path) end
|
260
|
+
|
261
|
+
# Retrieve a single company parameter
|
262
|
+
#
|
263
|
+
# Retrieves a single parameter of a company.
|
264
|
+
#
|
265
|
+
# Some companies can be taxed and reported differently depending on the properties of the company, such as IsPrimaryAddress. In AvaTax, these tax-affecting properties are called "parameters".
|
266
|
+
#
|
267
|
+
# A parameter added to a company will be used by default in tax calculation but will not show on the transaction line referencing the company.
|
268
|
+
#
|
269
|
+
# A company location parameter specified on a transaction line will override a company parameter if they share the same parameter name.
|
270
|
+
#
|
271
|
+
# ### Security Policies
|
272
|
+
#
|
273
|
+
# * 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.
|
274
|
+
# @param companyId [Integer]
|
275
|
+
# @param id [Integer]
|
276
|
+
# @return [Object]
|
277
|
+
def get_company_parameter_detail(companyId, id) path = "/api/v2/companies/#{companyId}/parameters/#{id}"
|
278
|
+
get(path) end
|
279
|
+
|
280
|
+
# Get this company's filing status
|
281
|
+
#
|
282
|
+
# Retrieve the current filing status of this company.
|
283
|
+
#
|
284
|
+
# For customers using Avalara's Managed Returns Service, each company within their account can request
|
285
|
+
# for Avalara to file tax returns on their behalf. Avalara compliance team members will review all
|
286
|
+
# requested filing calendars prior to beginning filing tax returns on behalf of this company.
|
287
|
+
#
|
288
|
+
# A company's filing status can be one of the following values:
|
289
|
+
#
|
290
|
+
# * `NoReporting` - This company is not configured to report tax returns; instead, it reports through a parent company.
|
291
|
+
# * `NotYetFiling` - This company has not yet begun filing tax returns through Avalara's Managed Returns Service.
|
292
|
+
# * `FilingRequested` - The company has requested to begin filing tax returns, but Avalara's compliance team has not yet begun filing.
|
293
|
+
# * `FirstFiling` - The company has recently filing tax returns and is in a new status.
|
294
|
+
# * `Active` - The company is currently active and is filing tax returns via Avalara Managed Returns.
|
295
|
+
#
|
296
|
+
# ### Security Policies
|
297
|
+
#
|
298
|
+
# * 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.
|
299
|
+
# @param id [Integer]
|
300
|
+
# @return [String]
|
301
|
+
def get_filing_status(id) path = "/api/v2/companies/#{id}/filingstatus"
|
302
|
+
get(path) end
|
303
|
+
|
304
|
+
# Retrieve parameters for a company
|
305
|
+
#
|
306
|
+
# Retrieve all parameters of a company.
|
307
|
+
#
|
308
|
+
# Some companies can be taxed and reported differently depending on the properties of the company, such as IsPrimaryAddress. In AvaTax, these tax-affecting properties are called "parameters".
|
309
|
+
#
|
310
|
+
# A parameter added to a company will be used by default in tax calculation but will not show on the transaction line referencing the company.
|
311
|
+
#
|
312
|
+
# A company location parameter specified on a transaction line will override a company parameter if they share the same parameter name.
|
313
|
+
#
|
314
|
+
# 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/) .
|
315
|
+
# Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
|
316
|
+
#
|
317
|
+
# ### Security Policies
|
318
|
+
#
|
319
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, Compliance Root User, ComplianceAdmin, ComplianceUser, CSPAdmin, CSPTester, FirmAdmin, FirmUser, ProStoresOperator, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
|
320
|
+
# @param companyId [Integer] The company id
|
321
|
+
# @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* name, unit
|
322
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+
# @param top [Integer] If nonzero, return no more than this number of results. Used with `$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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323
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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.
|
324
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+
# @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
|
325
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+
# @return [FetchResult]
|
326
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+
def list_company_parameter_details(companyId, options={}) path = "/api/v2/companies/#{companyId}/parameters"
|
327
|
+
get(path, options) end
|
328
|
+
|
329
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+
# Check managed returns funding status for a company
|
330
|
+
#
|
331
|
+
# This API is available by invitation only.
|
332
|
+
# Requires a subscription to Avalara Managed Returns or SST Certified Service Provider.
|
333
|
+
# Returns a list of funding setup requests and their current status.
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334
|
+
# Each object in the result is a request that was made to setup or adjust funding status for this company.
|
335
|
+
#
|
336
|
+
# ### Security Policies
|
337
|
+
#
|
338
|
+
# * This API depends on the following active services<br />*Returns* (at least one of): Mrs, MRSComplianceManager, AvaTaxCsp.
|
339
|
+
# * 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.
|
340
|
+
# @param id [Integer] The unique identifier of the company
|
341
|
+
# @return [FundingStatusModel[]]
|
342
|
+
def list_funding_requests_by_company(id) path = "/api/v2/companies/#{id}/funding"
|
343
|
+
get(path) end
|
344
|
+
|
345
|
+
# Retrieve a list of MRS Companies with account
|
346
|
+
#
|
347
|
+
# This API is available by invitation only.
|
348
|
+
#
|
349
|
+
# Get a list of companies with an active MRS service.
|
350
|
+
#
|
351
|
+
# ### Security Policies
|
352
|
+
#
|
353
|
+
# * 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.
|
354
|
+
# @return [FetchResult]
|
355
|
+
def list_mrs_companies() path = "/api/v2/companies/mrs"
|
356
|
+
get(path) end
|
357
|
+
|
358
|
+
# Retrieve all companies
|
359
|
+
#
|
360
|
+
# Get multiple company objects.
|
361
|
+
#
|
362
|
+
# A `company` represents a single corporation or individual that is registered to handle transactional taxes.
|
363
|
+
#
|
364
|
+
# 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/) .
|
365
|
+
# Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
|
366
|
+
# You may specify one or more of the following values in the `$include` parameter to fetch additional nested data, using commas to separate multiple values:
|
367
|
+
#
|
368
|
+
# * Contacts
|
369
|
+
# * Items
|
370
|
+
# * Locations
|
371
|
+
# * Nexus
|
372
|
+
# * Settings
|
373
|
+
# * TaxCodes
|
374
|
+
# * TaxRules
|
375
|
+
# * UPC
|
376
|
+
# * Parameters
|
377
|
+
#
|
378
|
+
# ### Security Policies
|
379
|
+
#
|
380
|
+
# * 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.
|
381
|
+
# @param include [String] A comma separated list of objects to fetch underneath this company. Any object with a URL path underneath this company can be fetched by specifying its name.
|
382
|
+
# @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:* IsFein, contacts, items, locations, nexus, settings, taxCodes, taxRules, upcs, nonReportingChildCompanies, exemptCerts, parameters
|
383
|
+
# @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
|
384
|
+
# @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
|
385
|
+
# @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
|
386
|
+
# @return [FetchResult]
|
387
|
+
def query_companies(options={}) path = "/api/v2/companies"
|
388
|
+
get(path, options) end
|
389
|
+
|
390
|
+
# Change configuration settings for this company
|
391
|
+
#
|
392
|
+
# Update configuration settings tied to this company.
|
393
|
+
#
|
394
|
+
# Configuration settings provide you with the ability to control features of your account and of your
|
395
|
+
# tax software. The category names `AvaCertServiceConfig` is reserved for
|
396
|
+
# Avalara internal software configuration values; to store your own company-level settings, please
|
397
|
+
# create a new category name that begins with `X-`, for example, `X-MyCustomCategory`.
|
398
|
+
#
|
399
|
+
# Company settings are permanent settings that cannot be deleted. You can set the value of a
|
400
|
+
# company setting to null if desired and if the particular setting supports it.
|
401
|
+
#
|
402
|
+
# Avalara-based company settings for `AvaCertServiceConfig` affect your company's exemption certificate
|
403
|
+
# processing, and should be changed with care.
|
404
|
+
#
|
405
|
+
# ### Security Policies
|
406
|
+
#
|
407
|
+
# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, SSTAdmin, TechnicalSupportAdmin.
|
408
|
+
# @param id [Integer]
|
409
|
+
# @param model [CompanyConfigurationModel[]]
|
410
|
+
# @return [CompanyConfigurationModel[]]
|
411
|
+
def set_company_configuration(id, model) path = "/api/v2/companies/#{id}/configuration"
|
412
|
+
post(path, model) end
|
413
|
+
|
414
|
+
# Update a single company
|
415
|
+
#
|
416
|
+
# Replace the existing company object at this URL with an updated object.
|
417
|
+
#
|
418
|
+
# A `CompanyModel` represents a single corporation or individual that is registered to handle transactional taxes.
|
419
|
+
# All data from the existing object will be replaced with data in the object you PUT.
|
420
|
+
#
|
421
|
+
# When calling `UpdateCompany`, you are permitted to update the company itself. Updates to the nested objects
|
422
|
+
# such as contacts, locations, or settings are not permitted. To update the nested objects
|
423
|
+
#
|
424
|
+
# To set a field's value to `null`, you may either set its value to `null` or omit that field from the object you PUT.
|
425
|
+
#
|
426
|
+
# NOTE: Please do not use these blacklisted characters in company name and code: ';', '\', '|'.
|
427
|
+
#
|
428
|
+
# ### Security Policies
|
429
|
+
#
|
430
|
+
# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
431
|
+
# @param id [Integer] The ID of the company you wish to update.
|
432
|
+
# @param model [Object] The company object you wish to update.
|
433
|
+
# @return [Object]
|
434
|
+
def update_company(id, model) path = "/api/v2/companies/#{id}"
|
435
|
+
put(path, model) end
|
436
|
+
|
437
|
+
# Update a company parameter
|
438
|
+
#
|
439
|
+
# Update a parameter of a company.
|
440
|
+
#
|
441
|
+
# Some companies can be taxed and reported differently depending on the properties of the company, such as IsPrimaryAddress. In AvaTax, these tax-affecting properties are called "parameters".
|
442
|
+
#
|
443
|
+
# A parameter added to a company will be used by default in tax calculation but will not show on the transaction line referencing the company.
|
444
|
+
#
|
445
|
+
# A company location parameter specified on a transaction line will override a company parameter if they share the same parameter name.
|
446
|
+
#
|
447
|
+
# ### Security Policies
|
448
|
+
#
|
449
|
+
# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
450
|
+
# @param companyId [Integer] The company id.
|
451
|
+
# @param id [Integer] The company parameter id
|
452
|
+
# @param model [Object] The company parameter object you wish to update.
|
453
|
+
# @return [Object]
|
454
|
+
def update_company_parameter_detail(companyId, id, model) path = "/api/v2/companies/#{companyId}/parameters/#{id}"
|
455
|
+
put(path, model) end
|
456
|
+
end
|
457
|
+
end
|
351
458
|
end
|