avatax 21.8.0 → 22.2.0

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Files changed (75) hide show
  1. checksums.yaml +4 -4
  2. data/.gitignore +55 -55
  3. data/.rspec +1 -1
  4. data/.travis.yml +18 -18
  5. data/.vs/VSWorkspaceState.json +5 -5
  6. data/.yardopts +4 -4
  7. data/Gemfile +2 -2
  8. data/LICENSE +201 -201
  9. data/README.md +98 -98
  10. data/Rakefile +9 -9
  11. data/avatax.gemspec +38 -38
  12. data/example/avatax.rb +47 -47
  13. data/example/credentials.example.yaml +5 -5
  14. data/lib/avatax/api.rb +27 -27
  15. data/lib/avatax/client/accounts.rb +94 -83
  16. data/lib/avatax/client/addresses.rb +22 -20
  17. data/lib/avatax/client/advancedrules.rb +46 -41
  18. data/lib/avatax/client/ageverification.rb +29 -0
  19. data/lib/avatax/client/avafileforms.rb +46 -41
  20. data/lib/avatax/client/batches.rb +70 -62
  21. data/lib/avatax/client/certexpressinvites.rb +30 -27
  22. data/lib/avatax/client/certificates.rb +126 -111
  23. data/lib/avatax/client/companies.rb +192 -152
  24. data/lib/avatax/client/compliance.rb +25 -14
  25. data/lib/avatax/client/contacts.rb +54 -48
  26. data/lib/avatax/client/customers.rb +110 -97
  27. data/lib/avatax/client/datasources.rb +54 -48
  28. data/lib/avatax/client/definitions.rb +620 -446
  29. data/lib/avatax/client/distancethresholds.rb +54 -48
  30. data/lib/avatax/client/ecms.rb +73 -73
  31. data/lib/avatax/client/ecommercetoken.rb +20 -18
  32. data/lib/avatax/client/errortransactions.rb +61 -61
  33. data/lib/avatax/client/filingcalendars.rb +44 -20
  34. data/lib/avatax/client/filings.rb +24 -20
  35. data/lib/avatax/client/firmclientlinkages.rb +78 -69
  36. data/lib/avatax/client/free.rb +14 -13
  37. data/lib/avatax/client/fundingrequests.rb +22 -20
  38. data/lib/avatax/client/items.rb +206 -181
  39. data/lib/avatax/client/jurisdictionoverrides.rb +54 -48
  40. data/lib/avatax/client/locations.rb +102 -90
  41. data/lib/avatax/client/multidocument.rb +86 -76
  42. data/lib/avatax/client/nexus.rb +146 -103
  43. data/lib/avatax/client/notices.rb +30 -26
  44. data/lib/avatax/client/notifications.rb +30 -27
  45. data/lib/avatax/client/onboarding.rb +55 -55
  46. data/lib/avatax/client/pointofsale.rb +21 -21
  47. data/lib/avatax/client/provisioning.rb +22 -20
  48. data/lib/avatax/client/registrar.rb +94 -83
  49. data/lib/avatax/client/reports.rb +38 -34
  50. data/lib/avatax/client/settings.rb +54 -48
  51. data/lib/avatax/client/shippingverification.rb +66 -0
  52. data/lib/avatax/client/subscriptions.rb +30 -27
  53. data/lib/avatax/client/taxcodes.rb +54 -48
  54. data/lib/avatax/client/taxcontent.rb +46 -41
  55. data/lib/avatax/client/taxprofiles.rb +42 -42
  56. data/lib/avatax/client/taxrules.rb +56 -50
  57. data/lib/avatax/client/transactions.rb +174 -153
  58. data/lib/avatax/client/upcs.rb +54 -48
  59. data/lib/avatax/client/userdefinedfields.rb +52 -0
  60. data/lib/avatax/client/users.rb +70 -62
  61. data/lib/avatax/client/utilities.rb +30 -27
  62. data/lib/avatax/client.rb +37 -35
  63. data/lib/avatax/configuration.rb +76 -76
  64. data/lib/avatax/connection.rb +49 -49
  65. data/lib/avatax/request.rb +51 -42
  66. data/lib/avatax/version.rb +3 -3
  67. data/lib/avatax.rb +26 -26
  68. data/spec/avatax/client/accounts_spec.rb +13 -13
  69. data/spec/avatax/client/transactions_spec.rb +80 -80
  70. data/spec/avatax/request_spec.rb +25 -25
  71. data/spec/avatax_spec.rb +45 -45
  72. data/spec/credentials.yaml.example +4 -4
  73. data/spec/fixtures/accounts.json +15 -15
  74. data/spec/spec_helper.rb +27 -27
  75. metadata +9 -13
@@ -1,10 +1,10 @@
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- module AvaTax
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- class Client
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- module Certificates
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-
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-
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- # Create certificates for this company
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- #
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+ module AvaTax
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+ class Client
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+ module Certificates
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+
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+
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+ # Create certificates for this company
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+ #
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  # Record one or more certificates document for this company.
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  #
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  # A certificate is a document stored in either AvaTax Exemptions or CertCapture. The certificate document
@@ -30,16 +30,17 @@ module AvaTax
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, ProStoresOperator, Registrar, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The ID number of the company recording this certificate
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  # @param preValidatedExemptionReason [Boolean] If set to true, the certificate will bypass the human verification process.
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  # @param model [CertificateModel[]] Certificates to be created
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- # @return [CertificateModel[]]
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- def create_certificates(companyId, model, options={}) path = "/api/v2/companies/#{companyId}/certificates"
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- post(path, model, options) end
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-
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- # Revoke and delete a certificate
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- #
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+ # @return [CertificateModel[]]
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+ def create_certificates(companyId, model, options={}) path = "/api/v2/companies/#{companyId}/certificates"
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+ post(path, model, options, "22.2.0") end
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+
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+ # Revoke and delete a certificate
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+ #
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  # Revoke the certificate identified by this URL, then delete it.
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  #
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  # A certificate is a document stored in either AvaTax Exemptions or CertCapture. The certificate document
@@ -57,15 +58,16 @@ module AvaTax
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The unique ID number of the company that recorded this certificate
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  # @param id [Integer] The unique ID number of this certificate
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- # @return [ErrorDetail[]]
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- def delete_certificate(companyId, id) path = "/api/v2/companies/#{companyId}/certificates/#{id}"
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- delete(path) end
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-
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- # Download an image for this certificate
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- #
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+ # @return [ErrorDetail[]]
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+ def delete_certificate(companyId, id) path = "/api/v2/companies/#{companyId}/certificates/#{id}"
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+ delete(path, {}, "22.2.0") end
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+
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+ # Download an image for this certificate
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+ #
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  # Download an image or PDF file for this certificate.
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  #
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  # This API can be used to download either a single-page preview of the certificate or a full PDF document.
@@ -84,17 +86,18 @@ module AvaTax
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The unique ID number of the company that recorded this certificate
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  # @param id [Integer] The unique ID number of this certificate
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  # @param page [Integer] If you choose `$type`=`Jpeg`, you must specify which page number to retrieve.
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  # @param type [String] The data format in which to retrieve the certificate image (See CertificatePreviewType::* for a list of allowable values)
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- # @return [Object]
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- def download_certificate_image(companyId, id, options={}) path = "/api/v2/companies/#{companyId}/certificates/#{id}/attachment"
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- get(path, options) end
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-
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- # Retrieve a single certificate
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- #
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+ # @return [Object]
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+ def download_certificate_image(companyId, id, options={}) path = "/api/v2/companies/#{companyId}/certificates/#{id}/attachment"
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+ get(path, options, "22.2.0") end
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+
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+ # Retrieve a single certificate
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+ #
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  # Get the current certificate identified by this URL.
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  #
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  # A certificate is a document stored in either AvaTax Exemptions or CertCapture. The certificate document
@@ -116,16 +119,17 @@ module AvaTax
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The ID number of the company that recorded this certificate
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  # @param id [Integer] The unique ID number of this certificate
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  # @param include [String] OPTIONAL: A comma separated list of special fetch options. You can specify one or more of the following: * customers - Retrieves the list of customers linked to the certificate. * po_numbers - Retrieves all PO numbers tied to the certificate. * attributes - Retrieves all attributes applied to the certificate.
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- # @return [Object]
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- def get_certificate(companyId, id, options={}) path = "/api/v2/companies/#{companyId}/certificates/#{id}"
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- get(path, options) end
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-
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- # Check a company's exemption certificate status.
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- #
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+ # @return [Object]
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+ def get_certificate(companyId, id, options={}) path = "/api/v2/companies/#{companyId}/certificates/#{id}"
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+ get(path, options, "22.2.0") end
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+
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+ # Check a company's exemption certificate status.
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+ #
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  # Checks whether this company is configured to use exemption certificates in AvaTax.
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  #
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  # Exemption certificates are tracked through a different auditable data store than the one that
@@ -137,14 +141,15 @@ module AvaTax
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The company ID to check
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- # @return [Object]
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- def get_certificate_setup(companyId) path = "/api/v2/companies/#{companyId}/certificates/setup"
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- get(path) end
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-
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- # Link attributes to a certificate
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- #
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+ # @return [Object]
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+ def get_certificate_setup(companyId) path = "/api/v2/companies/#{companyId}/certificates/setup"
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+ get(path, {}, "22.2.0") end
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+
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+ # Link attributes to a certificate
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+ #
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  # Link one or many attributes to a certificate.
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  #
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  # A certificate may have multiple attributes that control its behavior. You may link or unlink attributes to a
@@ -163,16 +168,17 @@ module AvaTax
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The unique ID number of the company that recorded this certificate
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  # @param id [Integer] The unique ID number of this certificate
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  # @param model [CertificateAttributeModel[]] The list of attributes to link to this certificate.
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- # @return [FetchResult]
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- def link_attributes_to_certificate(companyId, id, model) path = "/api/v2/companies/#{companyId}/certificates/#{id}/attributes/link"
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- post(path, model) end
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-
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- # Link customers to a certificate
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- #
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+ # @return [FetchResult]
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+ def link_attributes_to_certificate(companyId, id, model) path = "/api/v2/companies/#{companyId}/certificates/#{id}/attributes/link"
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+ post(path, model, {}, "22.2.0") end
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+
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+ # Link customers to a certificate
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+ #
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  # Link one or more customers to an existing certificate.
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  #
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  # Customers and certificates must be linked before a customer can make use of a certificate to obtain
@@ -192,16 +198,17 @@ module AvaTax
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The unique ID number of the company that recorded this certificate
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  # @param id [Integer] The unique ID number of this certificate
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  # @param model [Object] The list of customers needed be added to the Certificate for exemption
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- # @return [FetchResult]
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- def link_customers_to_certificate(companyId, id, model) path = "/api/v2/companies/#{companyId}/certificates/#{id}/customers/link"
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- post(path, model) end
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-
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- # List all attributes applied to this certificate
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- #
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+ # @return [FetchResult]
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+ def link_customers_to_certificate(companyId, id, model) path = "/api/v2/companies/#{companyId}/certificates/#{id}/customers/link"
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+ post(path, model, {}, "22.2.0") end
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+
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+ # List all attributes applied to this certificate
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+ #
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  # Retrieve the list of attributes that are linked to this certificate.
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  #
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  # A certificate may have multiple attributes that control its behavior. You may link or unlink attributes to a
@@ -220,15 +227,16 @@ module AvaTax
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The unique ID number of the company that recorded this certificate
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  # @param id [Integer] The unique ID number of this certificate
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- # @return [FetchResult]
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- def list_attributes_for_certificate(companyId, id) path = "/api/v2/companies/#{companyId}/certificates/#{id}/attributes"
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- get(path) end
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-
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- # List customers linked to this certificate
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- #
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+ # @return [FetchResult]
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+ def list_attributes_for_certificate(companyId, id) path = "/api/v2/companies/#{companyId}/certificates/#{id}/attributes"
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+ get(path, {}, "22.2.0") end
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+
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+ # List customers linked to this certificate
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+ #
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  # List all customers linked to this certificate.
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  #
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  # Customers must be linked to a certificate in order to make use of its tax exemption features. You
@@ -247,16 +255,17 @@ module AvaTax
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The unique ID number of the company that recorded this certificate
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  # @param id [Integer] The unique ID number of this certificate
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  # @param include [String] OPTIONAL: A comma separated list of special fetch options. No options are currently available when fetching customers.
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- # @return [FetchResult]
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- def list_customers_for_certificate(companyId, id, options={}) path = "/api/v2/companies/#{companyId}/certificates/#{id}/customers"
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- get(path, options) end
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-
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- # List all certificates for a company
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- #
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+ # @return [FetchResult]
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+ def list_customers_for_certificate(companyId, id, options={}) path = "/api/v2/companies/#{companyId}/certificates/#{id}/customers"
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+ get(path, options, "22.2.0") end
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+
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+ # List all certificates for a company
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+ #
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  # List all certificates recorded by a company
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  #
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  # A certificate is a document stored in either AvaTax Exemptions or CertCapture. The certificate document
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The ID number of the company to search
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  # @param include [String] OPTIONAL: A comma separated list of special fetch options. You can specify one or more of the following: * customers - Retrieves the list of customers linked to the certificate. * po_numbers - Retrieves all PO numbers tied to the certificate. * attributes - Retrieves all attributes applied to the certificate.
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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:* exemptionNumber, status, ecmsId, ecmsStatus, pdf, pages
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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_certificates(companyId, options={}) path = "/api/v2/companies/#{companyId}/certificates"
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- get(path, options) end
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-
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- # Request setup of exemption certificates for this company.
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- #
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+ # @return [FetchResult]
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+ def query_certificates(companyId, options={}) path = "/api/v2/companies/#{companyId}/certificates"
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+ get(path, options, "22.2.0") end
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+
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+ # Request setup of exemption certificates for this company.
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+ #
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  # Requests the setup of exemption certificates for this company.
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  #
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  # Exemption certificates are tracked through a different auditable data store than the one that
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer]
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- # @return [Object]
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- def request_certificate_setup(companyId) path = "/api/v2/companies/#{companyId}/certificates/setup"
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- post(path) end
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- # Unlink attributes from a certificate
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- #
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+ # @return [Object]
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+ def request_certificate_setup(companyId) path = "/api/v2/companies/#{companyId}/certificates/setup"
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+ post(path, {}, "22.2.0") end
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+
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+ # Unlink attributes from a certificate
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+ #
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  # Unlink one or many attributes from a certificate.
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  #
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  # A certificate may have multiple attributes that control its behavior. You may link or unlink attributes to a
@@ -330,16 +341,17 @@ module AvaTax
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The unique ID number of the company that recorded this certificate
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  # @param id [Integer] The unique ID number of this certificate
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  # @param model [CertificateAttributeModel[]] The list of attributes to unlink from this certificate.
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- # @return [FetchResult]
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- def unlink_attributes_from_certificate(companyId, id, model) path = "/api/v2/companies/#{companyId}/certificates/#{id}/attributes/unlink"
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- post(path, model) end
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-
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- # Unlink customers from a certificate
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- #
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+ # @return [FetchResult]
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+ def unlink_attributes_from_certificate(companyId, id, model) path = "/api/v2/companies/#{companyId}/certificates/#{id}/attributes/unlink"
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+ post(path, model, {}, "22.2.0") end
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+
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+ # Unlink customers from a certificate
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+ #
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  # Unlinks one or more customers from a certificate.
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  #
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  # Unlinking a certificate from a customer will prevent the certificate from being used to generate
@@ -360,16 +372,17 @@ module AvaTax
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
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- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
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+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The unique ID number of the company that recorded this certificate
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  # @param id [Integer] The unique ID number of this certificate
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  # @param model [Object] The list of customers to unlink from this certificate
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- # @return [FetchResult]
368
- def unlink_customers_from_certificate(companyId, id, model) path = "/api/v2/companies/#{companyId}/certificates/#{id}/customers/unlink"
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- post(path, model) end
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-
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- # Update a single certificate
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- #
380
+ # @return [FetchResult]
381
+ def unlink_customers_from_certificate(companyId, id, model) path = "/api/v2/companies/#{companyId}/certificates/#{id}/customers/unlink"
382
+ post(path, model, {}, "22.2.0") end
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+
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+ # Update a single certificate
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+ #
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  # Replace the certificate identified by this URL with a new one.
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  #
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  # A certificate is a document stored in either AvaTax Exemptions or CertCapture. The certificate document
@@ -385,16 +398,17 @@ module AvaTax
385
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  # ### Security Policies
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  #
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
388
- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
401
+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
402
+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The ID number of the company that recorded this certificate
390
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  # @param id [Integer] The unique ID number of this certificate
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  # @param model [Object] The new certificate object that will replace the existing one
392
- # @return [Object]
393
- def update_certificate(companyId, id, model) path = "/api/v2/companies/#{companyId}/certificates/#{id}"
394
- put(path, model) end
395
-
396
- # Upload an image or PDF attachment for this certificate
397
- #
406
+ # @return [Object]
407
+ def update_certificate(companyId, id, model) path = "/api/v2/companies/#{companyId}/certificates/#{id}"
408
+ put(path, model, {}, "22.2.0") end
409
+
410
+ # Upload an image or PDF attachment for this certificate
411
+ #
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  # Upload an image or PDF attachment for this certificate.
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  #
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  # Image attachments can be of the format `PDF`, `JPEG`, `TIFF`, or `PNG`. To upload a multi-page image, please
@@ -413,13 +427,14 @@ module AvaTax
413
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  # ### Security Policies
414
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  #
415
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  # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
416
- # * This API depends on the following active services:*Required* (all): AvaTaxPro.
430
+ # * This API depends on the following active services:*Required* (all): AvaTaxPro.
431
+ # Swagger Name: AvaTaxClient
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  # @param companyId [Integer] The unique ID number of the company that recorded this certificate
418
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  # @param id [Integer] The unique ID number of this certificate
419
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  # @param file [Object] The exemption certificate file you wanted to upload. Accepted formats are: PDF, JPEG, TIFF, PNG.
420
- # @return [String]
421
- def upload_certificate_image(companyId, id) path = "/api/v2/companies/#{companyId}/certificates/#{id}/attachment"
422
- post(path) end
423
- end
424
- end
435
+ # @return [String]
436
+ def upload_certificate_image(companyId, id) path = "/api/v2/companies/#{companyId}/certificates/#{id}/attachment"
437
+ post(path, {}, "22.2.0") end
438
+ end
439
+ end
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  end