avatax 21.8.0 → 22.2.0
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- checksums.yaml +4 -4
- data/.gitignore +55 -55
- data/.rspec +1 -1
- data/.travis.yml +18 -18
- data/.vs/VSWorkspaceState.json +5 -5
- data/.yardopts +4 -4
- data/Gemfile +2 -2
- data/LICENSE +201 -201
- data/README.md +98 -98
- data/Rakefile +9 -9
- data/avatax.gemspec +38 -38
- data/example/avatax.rb +47 -47
- data/example/credentials.example.yaml +5 -5
- data/lib/avatax/api.rb +27 -27
- data/lib/avatax/client/accounts.rb +94 -83
- data/lib/avatax/client/addresses.rb +22 -20
- data/lib/avatax/client/advancedrules.rb +46 -41
- data/lib/avatax/client/ageverification.rb +29 -0
- data/lib/avatax/client/avafileforms.rb +46 -41
- data/lib/avatax/client/batches.rb +70 -62
- data/lib/avatax/client/certexpressinvites.rb +30 -27
- data/lib/avatax/client/certificates.rb +126 -111
- data/lib/avatax/client/companies.rb +192 -152
- data/lib/avatax/client/compliance.rb +25 -14
- data/lib/avatax/client/contacts.rb +54 -48
- data/lib/avatax/client/customers.rb +110 -97
- data/lib/avatax/client/datasources.rb +54 -48
- data/lib/avatax/client/definitions.rb +620 -446
- data/lib/avatax/client/distancethresholds.rb +54 -48
- data/lib/avatax/client/ecms.rb +73 -73
- data/lib/avatax/client/ecommercetoken.rb +20 -18
- data/lib/avatax/client/errortransactions.rb +61 -61
- data/lib/avatax/client/filingcalendars.rb +44 -20
- data/lib/avatax/client/filings.rb +24 -20
- data/lib/avatax/client/firmclientlinkages.rb +78 -69
- data/lib/avatax/client/free.rb +14 -13
- data/lib/avatax/client/fundingrequests.rb +22 -20
- data/lib/avatax/client/items.rb +206 -181
- data/lib/avatax/client/jurisdictionoverrides.rb +54 -48
- data/lib/avatax/client/locations.rb +102 -90
- data/lib/avatax/client/multidocument.rb +86 -76
- data/lib/avatax/client/nexus.rb +146 -103
- data/lib/avatax/client/notices.rb +30 -26
- data/lib/avatax/client/notifications.rb +30 -27
- data/lib/avatax/client/onboarding.rb +55 -55
- data/lib/avatax/client/pointofsale.rb +21 -21
- data/lib/avatax/client/provisioning.rb +22 -20
- data/lib/avatax/client/registrar.rb +94 -83
- data/lib/avatax/client/reports.rb +38 -34
- data/lib/avatax/client/settings.rb +54 -48
- data/lib/avatax/client/shippingverification.rb +66 -0
- data/lib/avatax/client/subscriptions.rb +30 -27
- data/lib/avatax/client/taxcodes.rb +54 -48
- data/lib/avatax/client/taxcontent.rb +46 -41
- data/lib/avatax/client/taxprofiles.rb +42 -42
- data/lib/avatax/client/taxrules.rb +56 -50
- data/lib/avatax/client/transactions.rb +174 -153
- data/lib/avatax/client/upcs.rb +54 -48
- data/lib/avatax/client/userdefinedfields.rb +52 -0
- data/lib/avatax/client/users.rb +70 -62
- data/lib/avatax/client/utilities.rb +30 -27
- data/lib/avatax/client.rb +37 -35
- data/lib/avatax/configuration.rb +76 -76
- data/lib/avatax/connection.rb +49 -49
- data/lib/avatax/request.rb +51 -42
- data/lib/avatax/version.rb +3 -3
- data/lib/avatax.rb +26 -26
- data/spec/avatax/client/accounts_spec.rb +13 -13
- data/spec/avatax/client/transactions_spec.rb +80 -80
- data/spec/avatax/request_spec.rb +25 -25
- data/spec/avatax_spec.rb +45 -45
- data/spec/credentials.yaml.example +4 -4
- data/spec/fixtures/accounts.json +15 -15
- data/spec/spec_helper.rb +27 -27
- metadata +9 -13
@@ -1,26 +1,30 @@
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module AvaTax
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class Client
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module Filings
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# Retrieve a filing containing the return and all its accrual returns.
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#
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module AvaTax
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class Client
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module Filings
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# Retrieve a filing containing the return and all its accrual returns.
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#
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# ### Security Policies
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#
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# * This API requires
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# * This API requires openId bearer token for authentication
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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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# Swagger Name: AvaTaxClient
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# @param companyId [Integer] The ID of the company that owns these returns
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# @param filingReturnId [Integer] The ID of the filing return
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# @return [FetchResult]
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def get_accrual_filings(companyId, filingReturnId) path = "/api/v2/companies/#{companyId}/filings/accrual/#{filingReturnId}"
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get(path) end
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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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# @return [FetchResult]
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def get_accrual_filings(companyId, filingReturnId) path = "/api/v2/companies/#{companyId}/filings/accrual/#{filingReturnId}"
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get(path, {}, "22.2.0") end
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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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#
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# * This API requires openId bearer token for authentication
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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.*Exempt security roles*: ComplianceRootUser, ComplianceAdmin, ComplianceUser, TechnicalSupportAdmin, TechnicalSupportUser, CompanyUser, AccountUser, CompanyAdmin, AccountAdmin.
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# * This API depends on the following active services:*Returns* (at least one of): Mrs, MRSComplianceManager, AvaTaxCsp.*Firm Managed* (for accounts managed by a firm): ARA, ARAManaged.
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# * This API depends on the following active services:*Returns* (at least one of): Mrs, MRSComplianceManager, AvaTaxCsp.*Firm Managed* (for accounts managed by a firm): ARA, ARAManaged.
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# Swagger Name: AvaTaxClient
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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={}) path = "/api/v2/companies/#{companyId}/filings/returns/filed"
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get(path, options) end
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end
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end
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# @return [FetchResult]
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def get_filed_returns(companyId, options={}) path = "/api/v2/companies/#{companyId}/filings/returns/filed"
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get(path, options, "22.2.0") 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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# Swagger Name: AvaTaxClient
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# @param id [Integer]
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# @return [Object]
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def approve_firm_client_linkage(id) path = "/api/v2/firmclientlinkages/#{id}/approve"
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post(path) 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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# @return [Object]
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def approve_firm_client_linkage(id) path = "/api/v2/firmclientlinkages/#{id}/approve"
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post(path, {}, "22.2.0") 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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# ### Security Policies
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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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# Swagger Name: AvaTaxClient
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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) path = "/api/v2/firmclientlinkages/createandlinkclient"
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post(path, model) end
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# Links a firm account with the client account
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#
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# @return [Object]
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def create_and_link_new_firm_client_account(model) path = "/api/v2/firmclientlinkages/createandlinkclient"
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post(path, model, {}, "22.2.0") end
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# Links a firm account with the client account
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#
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# This API enables the firm admins/firm users to request the linkage of a firm account and a client account.
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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, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# Swagger Name: AvaTaxClient
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# @param model [Object] FirmClientLinkageInputModel
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# @return [Object]
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def create_firm_client_linkage(model) path = "/api/v2/firmclientlinkages"
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post(path, model) end
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# Delete a linkage
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#
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# @return [Object]
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def create_firm_client_linkage(model) path = "/api/v2/firmclientlinkages"
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post(path, model, {}, "22.2.0") end
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# Delete a linkage
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#
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# This API marks a linkage between a firm and client as deleted.
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#
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# ### Security Policies
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# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# Swagger Name: AvaTaxClient
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# @param id [Integer]
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# @return [ErrorDetail[]]
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def delete_firm_client_linkage(id) path = "/api/v2/firmclientlinkages/#{id}"
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delete(path) end
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# Get linkage between a firm and client by id
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# @return [ErrorDetail[]]
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def delete_firm_client_linkage(id) path = "/api/v2/firmclientlinkages/#{id}"
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delete(path, {}, "22.2.0") end
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# Get linkage between a firm and client by id
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#
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# This API enables the firm admins/firm users to request the linkage of a firm account and a client account.
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# ### Security Policies
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, Compliance Root User, ComplianceAdmin, ComplianceUser, CSPAdmin, CSPTester, FirmAdmin, FirmUser, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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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.
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# Swagger Name: AvaTaxClient
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# @param id [Integer]
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# @return [Object]
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def get_firm_client_linkage(id) path = "/api/v2/firmclientlinkages/#{id}"
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get(path) end
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# List client linkages for a firm or client
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# @return [Object]
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def get_firm_client_linkage(id) path = "/api/v2/firmclientlinkages/#{id}"
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get(path, {}, "22.2.0") end
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# List client linkages for a firm or client
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#
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# This API enables the firm or account users to request the associated linkages to the account.
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# ### Security Policies
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, Compliance Root User, ComplianceAdmin, ComplianceUser, CSPAdmin, CSPTester, FirmAdmin, FirmUser, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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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.
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# Swagger Name: AvaTaxClient
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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:* firmAccountName, clientAccountName
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# @return [FetchResult]
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def list_firm_client_linkage(options={}) path = "/api/v2/firmclientlinkages"
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get(path, options) end
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# Rejects linkage to a firm for a client account
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#
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# @return [FetchResult]
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def list_firm_client_linkage(options={}) path = "/api/v2/firmclientlinkages"
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get(path, options, "22.2.0") end
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# Rejects 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 reject linkage request by a firm.
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# ### Security Policies
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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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# Swagger Name: AvaTaxClient
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# @param id [Integer]
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def reject_firm_client_linkage(id) path = "/api/v2/firmclientlinkages/#{id}/reject"
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post(path) end
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# Reset linkage status between a client and firm back to requested
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#
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# @return [Object]
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def reject_firm_client_linkage(id) path = "/api/v2/firmclientlinkages/#{id}/reject"
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post(path, {}, "22.2.0") end
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# Reset linkage status between a client and firm back to requested
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#
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# This API enables the firm admin of a client account to reset a previously created linkage request by a firm.
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# ### Security Policies
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# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# * This API requires one of the following user roles: FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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# Swagger Name: AvaTaxClient
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# @param id [Integer]
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# @return [Object]
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def reset_firm_client_linkage(id) path = "/api/v2/firmclientlinkages/#{id}/reset"
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post(path) end
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# Revokes previously approved linkage to a firm for a client account
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#
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# @return [Object]
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def reset_firm_client_linkage(id) path = "/api/v2/firmclientlinkages/#{id}/reset"
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post(path, {}, "22.2.0") end
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# Revokes previously approved 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 revoke a previously approved linkage request by a firm.
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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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# Swagger Name: AvaTaxClient
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# @param id [Integer]
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# @return [Object]
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def revoke_firm_client_linkage(id) path = "/api/v2/firmclientlinkages/#{id}/revoke"
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post(path) end
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end
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end
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# @return [Object]
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def revoke_firm_client_linkage(id) path = "/api/v2/firmclientlinkages/#{id}/revoke"
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post(path, {}, "22.2.0") end
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131
|
+
end
|
132
|
+
end
|
124
133
|
end
|
data/lib/avatax/client/free.rb
CHANGED
@@ -1,10 +1,10 @@
|
|
1
|
-
module AvaTax
|
2
|
-
class Client
|
3
|
-
module Free
|
4
|
-
|
5
|
-
|
6
|
-
# FREE API - Request a free trial of AvaTax
|
7
|
-
#
|
1
|
+
module AvaTax
|
2
|
+
class Client
|
3
|
+
module Free
|
4
|
+
|
5
|
+
|
6
|
+
# FREE API - Request a free trial of AvaTax
|
7
|
+
#
|
8
8
|
# Call this API to obtain a free AvaTax account.
|
9
9
|
#
|
10
10
|
# This API is free to use. No authentication credentials are required to call this API. You must read and
|
@@ -18,11 +18,12 @@ module AvaTax
|
|
18
18
|
#
|
19
19
|
# ### Security Policies
|
20
20
|
#
|
21
|
-
# * This API may be called without providing authentication credentials.
|
21
|
+
# * This API may be called without providing authentication credentials.
|
22
|
+
# Swagger Name: AvaTaxClient
|
22
23
|
# @param model [Object] Required information to provision a free trial account.
|
23
|
-
# @return [Object]
|
24
|
-
def request_free_trial(model) path = "/api/v2/accounts/freetrials/request"
|
25
|
-
post(path, model) end
|
26
|
-
end
|
27
|
-
end
|
24
|
+
# @return [Object]
|
25
|
+
def request_free_trial(model) path = "/api/v2/accounts/freetrials/request"
|
26
|
+
post(path, model, {}, "22.2.0") end
|
27
|
+
end
|
28
|
+
end
|
28
29
|
end
|
@@ -1,10 +1,10 @@
|
|
1
|
-
module AvaTax
|
2
|
-
class Client
|
3
|
-
module FundingRequests
|
4
|
-
|
5
|
-
|
6
|
-
# Request the javascript for a funding setup widget
|
7
|
-
#
|
1
|
+
module AvaTax
|
2
|
+
class Client
|
3
|
+
module FundingRequests
|
4
|
+
|
5
|
+
|
6
|
+
# Request the javascript for a funding setup widget
|
7
|
+
#
|
8
8
|
# This API is available by invitation only.
|
9
9
|
# Companies that use the Avalara Managed Returns or the SST Certified Service Provider services are
|
10
10
|
# required to setup their funding configuration before Avalara can begin filing tax returns on their
|
@@ -21,14 +21,15 @@ module AvaTax
|
|
21
21
|
# ### Security Policies
|
22
22
|
#
|
23
23
|
# * 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.
|
24
|
-
# * This API depends on the following active services:*Returns* (at least one of): Mrs, MRSComplianceManager, AvaTaxCsp.*Firm Managed* (for accounts managed by a firm): ARA, ARAManaged.
|
24
|
+
# * This API depends on the following active services:*Returns* (at least one of): Mrs, MRSComplianceManager, AvaTaxCsp.*Firm Managed* (for accounts managed by a firm): ARA, ARAManaged.
|
25
|
+
# Swagger Name: AvaTaxClient
|
25
26
|
# @param id [Integer] The unique ID number of this funding request
|
26
|
-
# @return [Object]
|
27
|
-
def activate_funding_request(id) path = "/api/v2/fundingrequests/#{id}/widget"
|
28
|
-
get(path) end
|
29
|
-
|
30
|
-
# Retrieve status about a funding setup request
|
31
|
-
#
|
27
|
+
# @return [Object]
|
28
|
+
def activate_funding_request(id) path = "/api/v2/fundingrequests/#{id}/widget"
|
29
|
+
get(path, {}, "22.2.0") end
|
30
|
+
|
31
|
+
# Retrieve status about a funding setup request
|
32
|
+
#
|
32
33
|
# This API is available by invitation only.
|
33
34
|
# Companies that use the Avalara Managed Returns or the SST Certified Service Provider services are
|
34
35
|
# required to setup their funding configuration before Avalara can begin filing tax returns on their
|
@@ -43,11 +44,12 @@ module AvaTax
|
|
43
44
|
# ### Security Policies
|
44
45
|
#
|
45
46
|
# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
|
46
|
-
# * This API depends on the following active services:*Returns* (at least one of): Mrs, MRSComplianceManager, AvaTaxCsp.*Firm Managed* (for accounts managed by a firm): ARA, ARAManaged.
|
47
|
+
# * This API depends on the following active services:*Returns* (at least one of): Mrs, MRSComplianceManager, AvaTaxCsp.*Firm Managed* (for accounts managed by a firm): ARA, ARAManaged.
|
48
|
+
# Swagger Name: AvaTaxClient
|
47
49
|
# @param id [Integer] The unique ID number of this funding request
|
48
|
-
# @return [Object]
|
49
|
-
def funding_request_status(id) path = "/api/v2/fundingrequests/#{id}"
|
50
|
-
get(path) end
|
51
|
-
end
|
52
|
-
end
|
50
|
+
# @return [Object]
|
51
|
+
def funding_request_status(id) path = "/api/v2/fundingrequests/#{id}"
|
52
|
+
get(path, {}, "22.2.0") end
|
53
|
+
end
|
54
|
+
end
|
53
55
|
end
|