avatax 20.5.0 → 20.6.0
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- checksums.yaml +4 -4
- data/lib/avatax/client/accounts.rb +116 -83
- data/lib/avatax/client/addresses.rb +26 -20
- data/lib/avatax/client/advancedrules.rb +56 -41
- data/lib/avatax/client/avafileforms.rb +56 -41
- data/lib/avatax/client/batches.rb +125 -48
- data/lib/avatax/client/certexpressinvites.rb +36 -27
- data/lib/avatax/client/certificates.rb +156 -111
- data/lib/avatax/client/companies.rb +166 -118
- data/lib/avatax/client/compliance.rb +16 -13
- data/lib/avatax/client/contacts.rb +66 -48
- data/lib/avatax/client/customers.rb +136 -97
- data/lib/avatax/client/datasources.rb +66 -48
- data/lib/avatax/client/definitions.rb +596 -419
- data/lib/avatax/client/distancethresholds.rb +66 -48
- data/lib/avatax/client/filingcalendars.rb +16 -13
- data/lib/avatax/client/filings.rb +16 -13
- data/lib/avatax/client/firmclientlinkages.rb +96 -69
- data/lib/avatax/client/free.rb +36 -27
- data/lib/avatax/client/fundingrequests.rb +26 -20
- data/lib/avatax/client/items.rb +196 -139
- data/lib/avatax/client/jurisdictionoverrides.rb +66 -48
- data/lib/avatax/client/locations.rb +76 -55
- data/lib/avatax/client/multidocument.rb +106 -76
- data/lib/avatax/client/nexus.rb +82 -183
- data/lib/avatax/client/notifications.rb +36 -27
- data/lib/avatax/client/provisioning.rb +26 -20
- data/lib/avatax/client/registrar.rb +106 -76
- data/lib/avatax/client/reports.rb +46 -34
- data/lib/avatax/client/settings.rb +66 -48
- data/lib/avatax/client/subscriptions.rb +36 -27
- data/lib/avatax/client/taxcodes.rb +66 -48
- data/lib/avatax/client/taxcontent.rb +36 -27
- data/lib/avatax/client/taxrules.rb +66 -48
- data/lib/avatax/client/transactions.rb +216 -153
- data/lib/avatax/client/upcs.rb +66 -48
- data/lib/avatax/client/users.rb +86 -62
- data/lib/avatax/client/utilities.rb +36 -27
- data/lib/avatax/version.rb +1 -1
- metadata +2 -2
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module AvaTax
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class Client
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module DistanceThresholds
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# Create one or more DistanceThreshold objects
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#
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module AvaTax
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class Client
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module DistanceThresholds
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# Create one or more DistanceThreshold objects
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# Create one or more DistanceThreshold objects for this company.
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# A company-distance-threshold model indicates the distance between a company
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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, CompanyAdmin, CSPAdmin, CSPTester, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPAdmin, CSPTester, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# @param companyId [Integer] The unique ID number of the company that owns this DistanceThreshold
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# @param model [CompanyDistanceThresholdModel[]] The DistanceThreshold object or objects you wish to create.
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# @return [CompanyDistanceThresholdModel[]]
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def create_distance_threshold(companyId, model)
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# @return [CompanyDistanceThresholdModel[]]
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def create_distance_threshold(companyId, model)
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path = "/api/v2/companies/#{companyId}/distancethresholds"
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post(path, model)
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end
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# Delete a single DistanceThreshold object
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# Marks the DistanceThreshold object identified by this URL as deleted.
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# A company-distance-threshold model indicates the distance between a company
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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, CompanyAdmin, CSPAdmin, CSPTester, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPAdmin, CSPTester, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# @param companyId [Integer] The unique ID number of the company that owns this DistanceThreshold
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# @param id [Integer] The unique ID number of the DistanceThreshold object you wish to delete.
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# @return [ErrorDetail[]]
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def delete_distance_threshold(companyId, id)
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# @return [ErrorDetail[]]
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def delete_distance_threshold(companyId, id)
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path = "/api/v2/companies/#{companyId}/distancethresholds/#{id}"
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delete(path)
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end
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# Retrieve a single DistanceThreshold
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# Retrieves a single DistanceThreshold object defined by this URL.
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# A company-distance-threshold model indicates the distance between a company
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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, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# @param companyId [Integer] The ID of the company that owns this DistanceThreshold object
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# @param id [Integer] The unique ID number referring to this DistanceThreshold object
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# @return [Object]
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def get_distance_threshold(companyId, id)
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# @return [Object]
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def get_distance_threshold(companyId, id)
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path = "/api/v2/companies/#{companyId}/distancethresholds/#{id}"
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get(path)
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end
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# Retrieve all DistanceThresholds for this company.
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#
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# Lists all DistanceThreshold objects that belong to this company.
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# A company-distance-threshold model indicates the distance between a company
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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, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# @param companyId [Integer] The ID of the company whose DistanceThreshold objects you wish to list.
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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 `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
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# @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$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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# @return [FetchResult]
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def list_distance_thresholds(companyId, options={})
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# @return [FetchResult]
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def list_distance_thresholds(companyId, options={})
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path = "/api/v2/companies/#{companyId}/distancethresholds"
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get(path, options)
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end
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# Retrieve all DistanceThreshold objects
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# Lists all DistanceThreshold objects that belong to this account.
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# A company-distance-threshold model indicates the distance between a company
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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, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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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 `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
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# @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$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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# @return [FetchResult]
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def query_distance_thresholds(options={})
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# @return [FetchResult]
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def query_distance_thresholds(options={})
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path = "/api/v2/distancethresholds"
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get(path, options)
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end
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# Update a DistanceThreshold object
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#
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# Replace the existing DistanceThreshold object at this URL with an updated object.
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# A company-distance-threshold model indicates the distance between a company
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# ### Security Policies
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPAdmin, CSPTester, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPAdmin, CSPTester, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# @param companyId [Integer] The unique ID number of the company that owns this DistanceThreshold object.
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# @param id [Integer] The unique ID number of the DistanceThreshold object to replace.
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# @param model [Object] The new DistanceThreshold object to store.
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# @return [Object]
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def update_distance_threshold(companyId, id, model)
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# @return [Object]
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def update_distance_threshold(companyId, id, model)
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path = "/api/v2/companies/#{companyId}/distancethresholds/#{id}"
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put(path, model)
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end
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end
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end
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end
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module AvaTax
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class Client
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module FilingCalendars
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# Delete a company return setting
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module AvaTax
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class Client
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module FilingCalendars
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# Delete a company return setting
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#
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# This API is available by invitation only and only available for users with Compliance access
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# ### Security Policies
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, Compliance Root User, ComplianceAdmin, ComplianceUser, CSPTester, FirmAdmin, FirmUser, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, Compliance Root User, ComplianceAdmin, ComplianceUser, CSPTester, FirmAdmin, FirmUser, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# @param companyId [Integer] The unique ID of the company
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# @param filingCalendarId [Integer] The unique ID of the filing calendar that will remove setting
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# @param companyReturnSettingId [Integer] The unique ID of the company return setting that will be deleted from the filing calendar
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# @return [CompanyReturnSettingModel[]]
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def delete_company_return_settings(companyId, filingCalendarId, companyReturnSettingId)
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# @return [CompanyReturnSettingModel[]]
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def delete_company_return_settings(companyId, filingCalendarId, companyReturnSettingId)
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path = "/api/v2/companies/#{companyId}/filingcalendars/#{filingCalendarId}/setting/#{companyReturnSettingId}"
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delete(path)
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end
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end
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end
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end
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module AvaTax
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class Client
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module Filings
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# Retrieve a list of filed returns for the specified company in the year and month of a given filing period.
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module AvaTax
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class Client
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module Filings
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# Retrieve a list of filed returns for the specified company in the year and month of a given filing period.
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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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# * This API is available by invitation only.<br />*Exempt security roles*: ComplianceRootUser, ComplianceAdmin, ComplianceUser, TechnicalSupportAdmin, TechnicalSupportUser, CompanyUser, AccountUser, CompanyAdmin, AccountAdmin.
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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 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 companyId [Integer] The ID of the company that owns these batches
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# @param endPeriodMonth [Integer] The month of the period you are trying to retrieve
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# @param endPeriodYear [Integer] The year of the period you are trying to retrieve
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# @param region [String] The region of the return(s) you are trying to retrieve
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# @param filingCalendarId [Integer] The filing calendar id of the return you are trying to retrieve
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# @param taxformCode [String] The unique tax form code of the form.
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# @return [FetchResult]
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def get_filed_returns(companyId, options={})
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# @return [FetchResult]
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def get_filed_returns(companyId, options={})
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path = "/api/v2/companies/#{companyId}/filings/returns/filed"
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get(path, options)
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end
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end
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end
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end
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module AvaTax
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class Client
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module FirmClientLinkages
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# Approves linkage to a firm for a client account
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#
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module AvaTax
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class Client
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module FirmClientLinkages
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# Approves linkage to a firm for a client account
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#
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# This API enables the account admin of a client account to approve linkage request by a firm.
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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, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# * This API requires one of the following user roles: AccountAdmin, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# @param id [Integer]
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# @return [Object]
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def approve_firm_client_linkage(id)
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# @return [Object]
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def approve_firm_client_linkage(id)
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path = "/api/v2/firmclientlinkages/#{id}/approve"
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post(path)
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end
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# Request a new FirmClient account and create an approved linkage to it
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#
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# This API is for use by Firms only.
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#
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# Avalara allows firms to manage returns for clients without the clients needing to use AvaTax service.
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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: FirmAdmin, Registrar, SiteAdmin, SystemAdmin.
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# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SystemAdmin.
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# @param model [Object] Information about the account you wish to create.
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# @return [Object]
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def create_and_link_new_firm_client_account(model)
|
37
|
-
|
38
|
-
|
39
|
-
|
40
|
-
|
38
|
+
# @return [Object]
|
39
|
+
def create_and_link_new_firm_client_account(model)
|
40
|
+
path = "/api/v2/firmclientlinkages/createandlinkclient"
|
41
|
+
post(path, model)
|
42
|
+
end
|
43
|
+
|
44
|
+
|
45
|
+
# Links a firm account with the client account
|
46
|
+
#
|
41
47
|
# This API enables the firm admins/firm users to request the linkage of a firm account and a client account.
|
42
48
|
#
|
43
49
|
# ### Security Policies
|
44
50
|
#
|
45
|
-
# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
51
|
+
# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
46
52
|
# @param model [Object] FirmClientLinkageInputModel
|
47
|
-
# @return [Object]
|
48
|
-
def create_firm_client_linkage(model)
|
49
|
-
|
50
|
-
|
51
|
-
|
52
|
-
|
53
|
+
# @return [Object]
|
54
|
+
def create_firm_client_linkage(model)
|
55
|
+
path = "/api/v2/firmclientlinkages"
|
56
|
+
post(path, model)
|
57
|
+
end
|
58
|
+
|
59
|
+
|
60
|
+
# Delete a linkage
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61
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+
#
|
53
62
|
# This API marks a linkage between a firm and client as deleted.
|
54
63
|
#
|
55
64
|
# ### Security Policies
|
56
65
|
#
|
57
|
-
# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
66
|
+
# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
58
67
|
# @param id [Integer]
|
59
|
-
# @return [ErrorDetail[]]
|
60
|
-
def delete_firm_client_linkage(id)
|
61
|
-
|
62
|
-
|
63
|
-
|
64
|
-
|
68
|
+
# @return [ErrorDetail[]]
|
69
|
+
def delete_firm_client_linkage(id)
|
70
|
+
path = "/api/v2/firmclientlinkages/#{id}"
|
71
|
+
delete(path)
|
72
|
+
end
|
73
|
+
|
74
|
+
|
75
|
+
# Get linkage between a firm and client by id
|
76
|
+
#
|
65
77
|
# This API enables the firm admins/firm users to request the linkage of a firm account and a client account.
|
66
78
|
#
|
67
79
|
# ### Security Policies
|
68
80
|
#
|
69
|
-
# * 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.
|
81
|
+
# * 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.
|
70
82
|
# @param id [Integer]
|
71
|
-
# @return [Object]
|
72
|
-
def get_firm_client_linkage(id)
|
73
|
-
|
74
|
-
|
75
|
-
|
76
|
-
|
83
|
+
# @return [Object]
|
84
|
+
def get_firm_client_linkage(id)
|
85
|
+
path = "/api/v2/firmclientlinkages/#{id}"
|
86
|
+
get(path)
|
87
|
+
end
|
88
|
+
|
89
|
+
|
90
|
+
# List client linkages for a firm or client
|
91
|
+
#
|
77
92
|
# This API enables the firm or account users to request the associated linkages to the account.
|
78
93
|
#
|
79
94
|
# ### Security Policies
|
80
95
|
#
|
81
|
-
# * 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.
|
96
|
+
# * 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.
|
82
97
|
# @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:* firmAccountName, clientAccountName
|
83
|
-
# @return [FetchResult]
|
84
|
-
def list_firm_client_linkage(options={})
|
85
|
-
|
86
|
-
|
87
|
-
|
88
|
-
|
98
|
+
# @return [FetchResult]
|
99
|
+
def list_firm_client_linkage(options={})
|
100
|
+
path = "/api/v2/firmclientlinkages"
|
101
|
+
get(path, options)
|
102
|
+
end
|
103
|
+
|
104
|
+
|
105
|
+
# Rejects linkage to a firm for a client account
|
106
|
+
#
|
89
107
|
# This API enables the account admin of a client account to reject linkage request by a firm.
|
90
108
|
#
|
91
109
|
# ### Security Policies
|
92
110
|
#
|
93
|
-
# * This API requires one of the following user roles: AccountAdmin, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
111
|
+
# * This API requires one of the following user roles: AccountAdmin, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
94
112
|
# @param id [Integer]
|
95
|
-
# @return [Object]
|
96
|
-
def reject_firm_client_linkage(id)
|
97
|
-
|
98
|
-
|
99
|
-
|
100
|
-
|
113
|
+
# @return [Object]
|
114
|
+
def reject_firm_client_linkage(id)
|
115
|
+
path = "/api/v2/firmclientlinkages/#{id}/reject"
|
116
|
+
post(path)
|
117
|
+
end
|
118
|
+
|
119
|
+
|
120
|
+
# Reset linkage status between a client and firm back to requested
|
121
|
+
#
|
101
122
|
# This API enables the firm admin of a client account to reset a previously created linkage request by a firm.
|
102
123
|
#
|
103
124
|
# ### Security Policies
|
104
125
|
#
|
105
|
-
# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
126
|
+
# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
106
127
|
# @param id [Integer]
|
107
|
-
# @return [Object]
|
108
|
-
def reset_firm_client_linkage(id)
|
109
|
-
|
110
|
-
|
111
|
-
|
112
|
-
|
128
|
+
# @return [Object]
|
129
|
+
def reset_firm_client_linkage(id)
|
130
|
+
path = "/api/v2/firmclientlinkages/#{id}/reset"
|
131
|
+
post(path)
|
132
|
+
end
|
133
|
+
|
134
|
+
|
135
|
+
# Revokes previously approved linkage to a firm for a client account
|
136
|
+
#
|
113
137
|
# This API enables the account admin of a client account to revoke a previously approved linkage request by a firm.
|
114
138
|
#
|
115
139
|
# ### Security Policies
|
116
140
|
#
|
117
|
-
# * This API requires one of the following user roles: AccountAdmin, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
141
|
+
# * This API requires one of the following user roles: AccountAdmin, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
118
142
|
# @param id [Integer]
|
119
|
-
# @return [Object]
|
120
|
-
def revoke_firm_client_linkage(id)
|
121
|
-
|
122
|
-
|
123
|
-
|
143
|
+
# @return [Object]
|
144
|
+
def revoke_firm_client_linkage(id)
|
145
|
+
path = "/api/v2/firmclientlinkages/#{id}/revoke"
|
146
|
+
post(path)
|
147
|
+
end
|
148
|
+
|
149
|
+
end
|
150
|
+
end
|
124
151
|
end
|