avatax 17.12.0 → 18.1.2

checksums.yaml

@@ -1,7 +1,7 @@
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 SHA512:
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data/lib/avatax/client/certexpressinvites.rb

@@ -15,6 +15,9 @@ module AvaTax
       # The [CertExpress website](https://app.certexpress.com/home) is available for customers to use at any time.
       # Using CertExpress with this API will ensure that your certificates are automatically linked correctly into
       # your company so that they can be used for tax exemptions.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that will record certificates
       # @param customerCode [String] The number of the customer where the request is sent to
       # @param model [CreateCertExpressInvitationModel[]] the requests to send out to customers
@@ -37,6 +40,9 @@ module AvaTax
       # The [CertExpress website](https://app.certexpress.com/home) is available for customers to use at any time.
       # Using CertExpress with this API will ensure that your certificates are automatically linked correctly into
       # your company so that they can be used for tax exemptions.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that issued this invitation
       # @param customerCode [String] The number of the customer where the request is sent to
       # @param id [Integer] The unique ID number of this CertExpress invitation
@@ -60,6 +66,9 @@ module AvaTax
       # The [CertExpress website](https://app.certexpress.com/home) is available for customers to use at any time.
       # Using CertExpress with this API will ensure that your certificates are automatically linked correctly into
       # your company so that they can be used for tax exemptions.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that issued this invitation
       # @param include [String] OPTIONAL: A comma separated list of special fetch options.       No options are defined at this time.
       # @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/) .

data/lib/avatax/client/certificates.rb

@@ -19,6 +19,9 @@ module AvaTax
       # * A list of exposure zones indicating where the certificate is valid
       # * A link to the customer that is allowed to use this certificate
       # * Your tax transaction must contain the correct customer code
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The ID number of the company recording this certificate
       # @param model [CertificateModel[]] Certificates to be created
       # @return [CertificateModel[]]
@@ -38,6 +41,9 @@ module AvaTax
       # log onto the administrative website for the product you purchased.
       #
       # Revoked certificates can no longer be used.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this certificate
       # @param id [Integer] The unique ID number of this certificate
       # @return [Object]
@@ -58,6 +64,9 @@ module AvaTax
       # can contain information about a customer's eligibility for exemption from sales or use taxes based on
       # criteria you specify when you store the certificate. To view or manage your certificates directly, please
       # log onto the administrative website for the product you purchased.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this certificate
       # @param id [Integer] The unique ID number of this certificate
       # @param page [Integer] If you choose `$type`=`Jpeg`, you must specify which page number to retrieve.
@@ -83,6 +92,9 @@ module AvaTax
       # * Customers - Retrieves the list of customers linked to the certificate.
       # * PoNumbers - Retrieves all PO numbers tied to the certificate.
       # * Attributes - Retrieves all attributes applied to the certificate.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The ID number of the company that recorded this certificate
       # @param id [Integer] The unique ID number of this certificate
       # @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.   * PoNumbers - Retrieves all PO numbers tied to the certificate.   * Attributes - Retrieves all attributes applied to the certificate.
@@ -104,6 +116,9 @@ module AvaTax
       # can contain information about a customer's eligibility for exemption from sales or use taxes based on
       # criteria you specify when you store the certificate. To view or manage your certificates directly, please
       # log onto the administrative website for the product you purchased.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this certificate
       # @param id [Integer] The unique ID number of this certificate
       # @param model [CertificateAttributeModel[]] The list of attributes to link to this certificate.
@@ -126,6 +141,9 @@ module AvaTax
       # can contain information about a customer's eligibility for exemption from sales or use taxes based on
       # criteria you specify when you store the certificate. To view or manage your certificates directly, please
       # log onto the administrative website for the product you purchased.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this certificate
       # @param id [Integer] The unique ID number of this certificate
       # @param model [Object] The list of customers needed be added to the Certificate for exemption
@@ -147,6 +165,9 @@ module AvaTax
       # can contain information about a customer's eligibility for exemption from sales or use taxes based on
       # criteria you specify when you store the certificate. To view or manage your certificates directly, please
       # log onto the administrative website for the product you purchased.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this certificate
       # @param id [Integer] The unique ID number of this certificate
       # @return [FetchResult]
@@ -167,6 +188,9 @@ module AvaTax
       # can contain information about a customer's eligibility for exemption from sales or use taxes based on
       # criteria you specify when you store the certificate. To view or manage your certificates directly, please
       # log onto the administrative website for the product you purchased.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this certificate
       # @param id [Integer] The unique ID number of this certificate
       # @param include [String] OPTIONAL: A comma separated list of special fetch options.    No options are currently available when fetching customers.
@@ -191,6 +215,9 @@ module AvaTax
       # * Customers - Retrieves the list of customers linked to the certificate.
       # * PoNumbers - Retrieves all PO numbers tied to the certificate.
       # * Attributes - Retrieves all attributes applied to the certificate.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The ID number of the company to search
       # @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.   * PoNumbers - Retrieves all PO numbers tied to the certificate.   * Attributes - Retrieves all attributes applied to the certificate.
       # @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/) .
@@ -215,6 +242,9 @@ module AvaTax
       # can contain information about a customer's eligibility for exemption from sales or use taxes based on
       # criteria you specify when you store the certificate. To view or manage your certificates directly, please
       # log onto the administrative website for the product you purchased.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this certificate
       # @param id [Integer] The unique ID number of this certificate
       # @param model [CertificateAttributeModel[]] The list of attributes to unlink from this certificate.
@@ -238,6 +268,9 @@ module AvaTax
       # can contain information about a customer's eligibility for exemption from sales or use taxes based on
       # criteria you specify when you store the certificate. To view or manage your certificates directly, please
       # log onto the administrative website for the product you purchased.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this certificate
       # @param id [Integer] The unique ID number of this certificate
       # @param model [Object] The list of customers to unlink from this certificate
@@ -256,6 +289,9 @@ module AvaTax
       # can contain information about a customer's eligibility for exemption from sales or use taxes based on
       # criteria you specify when you store the certificate. To view or manage your certificates directly, please
       # log onto the administrative website for the product you purchased.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The ID number of the company that recorded this certificate
       # @param id [Integer] The unique ID number of this certificate
       # @param model [Object] The new certificate object that will replace the existing one
@@ -277,6 +313,9 @@ module AvaTax
       # can contain information about a customer's eligibility for exemption from sales or use taxes based on
       # criteria you specify when you store the certificate. To view or manage your certificates directly, please
       # log onto the administrative website for the product you purchased.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this certificate
       # @param id [Integer] The unique ID number of this certificate
       # @param file [Object] The exemption certificate file you wanted to upload. Accepted formats are: PDF, JPEG, TIFF, PNG.

data/lib/avatax/client/companies.rb

@@ -108,6 +108,21 @@ module AvaTax
       end
 
 
+      # Check the funding configuration of a company
+      #
+      # This API is available by invitation only.
+      # Requires a subscription to Avalara Managed Returns or SST Certified Service Provider.
+      # Returns the funding configuration of the requested company.
+      # .
+      # @param companyId [Integer] The unique identifier of the company
+      # @param currency [String] The currency of the funding. USD and CAD are the only valid currencies
+      # @return [FundingConfigurationModel[]]
+      def funding_configurations_by_company_and_currency(companyId, options={})
+        path = "/api/v2/companies/#{companyId}/funding/configurations"
+        get(path, options)
+      end
+
+
       # Retrieve a single company
       #
       # Get the company object identified by this URL.

data/lib/avatax/client/customers.rb

@@ -12,6 +12,9 @@ module AvaTax
       # record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
       # identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
       # AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this customer
       # @param model [CustomerModel[]] The list of customer objects to be created
       # @return [CustomerModel[]]
@@ -30,6 +33,9 @@ module AvaTax
       # record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
       # identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
       # AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this customer
       # @param customerCode [String] The unique code representing this customer
       # @return [Object]
@@ -52,6 +58,9 @@ module AvaTax
       # You can use the `$include` parameter to fetch the following additional objects for expansion:
       #
       # * Certificates - Fetch a list of certificates linked to this customer.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this customer
       # @param customerCode [String] The unique code representing this customer
       # @param include [String] Specify optional additional objects to include in this fetch request
@@ -71,6 +80,9 @@ module AvaTax
       # record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
       # identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
       # AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this customer
       # @param customerCode [String] The unique code representing this customer
       # @param model [Object] The list of certificates to link to this customer
@@ -90,6 +102,9 @@ module AvaTax
       # record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
       # identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
       # AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this customer
       # @param customerCode [String] The unique code representing this customer
       # @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.   * PoNumbers - Retrieves all PO numbers tied to the certificate.   * Attributes - Retrieves all attributes applied to the certificate.
@@ -116,6 +131,9 @@ module AvaTax
       # If a customer does not have a certificate on file and they wish to provide one, you should send the customer
       # a CertExpress invitation link so that the customer can upload proof of their exemption certificate. Please
       # see the `CreateCertExpressInvitation` API to create an invitation link for this customer.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this customer
       # @param customerCode [String] The unique code representing this customer
       # @param country [String] Search for certificates matching this country. Uses the ISO 3166 two character country code.
@@ -140,6 +158,9 @@ module AvaTax
       # You can use the `$include` parameter to fetch the following additional objects for expansion:
       #
       # * Certificates - Fetch a list of certificates linked to this customer.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this customer
       # @param include [String] OPTIONAL - You can specify the value `certificates` to fetch information about certificates linked to the customer.
       # @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/) .
@@ -162,6 +183,9 @@ module AvaTax
       # record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
       # identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
       # AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this customer
       # @param customerCode [String] The unique code representing this customer
       # @param model [Object] The list of certificates to link to this customer
@@ -181,6 +205,9 @@ module AvaTax
       # record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
       # identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
       # AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @param companyId [Integer] The unique ID number of the company that recorded this customer
       # @param customerCode [String] The unique code representing this customer
       # @param model [Object] The new customer model that will replace the existing record at this URL

data/lib/avatax/client/definitions.rb

@@ -3,6 +3,27 @@ module AvaTax
     module Definitions 
 
 
+      # Lists all parents of an HS Code.
+      #
+      # Retrieves the specified HS code and all of its parents, reflecting all sections, chapters, headings, and subheadings
+      #
+      # a list of HS Codes that are the parents and information branches of the HS Code for the given
+      # destination country, if lower detail is available.
+      #
+      # This API will include information branches if applicable. These do not have HS Codes and cannot be referenced,
+      # but can contain information relevant to deciding the correct HS Code.
+      #
+      # This API is intended to be useful to review the descriptive hierarchy of an HS Code, which can be particularly helpful
+      # when HS Codes can have multiple levels of generic descriptions.
+      # @param country [String] The name or code of the destination country.
+      # @param hsCode [String] The partial or full HS Code for which you would like to view all of the parents.
+      # @return [FetchResult]
+      def get_cross_border_code(country, hsCode)
+        path = "/api/v2/definitions/crossborder/#{country}/#{hsCode}/hierarchy"
+        get(path)
+      end
+
+
       # Test whether a form supports online login verification
       #
       # This API is intended to be useful to identify whether the user should be allowed
@@ -21,6 +42,10 @@ module AvaTax
 
       # Retrieve the full list of the AvaFile Forms available
       #
+      # This API is deprecated.
+      #
+      # Please use the ListTaxForms API.
+      #
       # Returns the full list of Avalara-supported AvaFile Forms
       # This API is intended to be useful to identify all the different AvaFile Forms
       # @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/) .
@@ -40,6 +65,9 @@ module AvaTax
       #
       # A certificate may have multiple attributes that control its behavior. You may apply or remove attributes to a
       # certificate at any time.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @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/) .
       # @param top [Integer] If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
       # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
@@ -57,6 +85,9 @@ module AvaTax
       #
       # An exemption reason defines why a certificate allows a customer to be exempt
       # for purposes of tax calculation.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @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/) .
       # @param top [Integer] If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
       # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
@@ -74,6 +105,9 @@ module AvaTax
       #
       # An exposure zone is a location where a certificate can be valid. Exposure zones may indicate a taxing
       # authority or other legal entity to which a certificate may apply.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @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/) .
       # @param top [Integer] If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
       # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
@@ -154,6 +188,9 @@ module AvaTax
       # The CoverLetter model represents a message sent along with an invitation to use CertExpress to
       # upload certificates. An invitation allows customers to use CertExpress to upload their exemption
       # certificates directly; this cover letter explains why the invitation was sent.
+      #
+      # You may experience up to a three minute delay on your very first call to the exemption related endpoints
+      # (as your account gets provisioned). Thank you for your patience.
       # @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/) .
       # @param top [Integer] If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
       # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
@@ -165,6 +202,40 @@ module AvaTax
       end
 
 
+      # Lists the next level of HS Codes given a destination country and HS Code prefix.
+      #
+      # Retrieves a list of HS Codes that are the children of the prefix for the given destination country, if
+      # additional children are available.
+      #
+      # HS Code is interchangeable with "tariff code" and definitions are generally unique to a destination country.
+      # An HS Code describes an item and its eligibility/rate for tariffs. HS Codes are organized by
+      # Section/Chapter/Heading/Subheading/Classification.
+      #
+      # This API is intended to be useful to identify the correct HS Code to use for your item.
+      # @param country [String] The name or code of the destination country.
+      # @param hsCode [String] The Section or partial HS Code for which you would like to view the next level of HS Code detail, if more detail is available.
+      # @return [FetchResult]
+      def list_cross_border_codes(country, hsCode)
+        path = "/api/v2/definitions/crossborder/#{country}/#{hsCode}"
+        get(path)
+      end
+
+
+      # List top level HS Code Sections.
+      #
+      # Returns the full list of top level HS Code Sections. Sections are the broadest level of detail for
+      # classifying tariff codes and the items to which they apply. HS Codes are organized
+      # by Section/Chapter/Heading/Subheading/Classification.
+      #
+      # This API is intended to be useful to identify the top level Sections for
+      # further LandedCost HS Code lookups.
+      # @return [FetchResult]
+      def list_cross_border_sections()
+        path = "/api/v2/definitions/crossborder/sections"
+        get(path)
+      end
+
+
       # Retrieve the full list of Avalara-supported entity use codes
       #
       # Returns the full list of Avalara-supported entity use codes.
@@ -568,6 +639,20 @@ module AvaTax
       end
 
 
+      # Retrieve the full list of Avalara-supported postal codes.
+      #
+      # Retrieves the list of Avalara-supported postal codes.
+      # @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/) .
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [FetchResult]
+      def list_postal_codes(options={})
+        path = "/api/v2/definitions/postalcodes"
+        get(path, options)
+      end
+
+
       # Retrieve the full list of rate types for each country
       #
       # Returns the full list of Avalara-supported rate type file types
@@ -746,6 +831,21 @@ module AvaTax
       end
 
 
+      # Retrieve the full list of the Tax Forms available
+      #
+      # Returns the full list of Avalara-supported Tax Forms
+      # This API is intended to be useful to identify all the different Tax Forms
+      # @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/) .
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [FetchResult]
+      def list_tax_forms(options={})
+        path = "/api/v2/definitions/taxforms"
+        get(path, options)
+      end
+
+
       # Retrieve the full list of tax sub types
       #
       # Returns the full list of Avalara-supported tax sub-types
@@ -775,6 +875,22 @@ module AvaTax
         get(path, options)
       end
 
+
+      # List all defined units of measurement
+      #
+      # List all units of measurement systems defined by Avalara.
+      #
+      # A unit of measurement system is a method of measuring a quantity, such as distance, mass, or others.
+      # @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/) .
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [FetchResult]
+      def list_unit_of_measurement(options={})
+        path = "/api/v2/definitions/unitofmeasurements"
+        get(path, options)
+      end
+
     end
   end
 end

data/lib/avatax/client/distancethresholds.rb

@@ -0,0 +1,117 @@
+module AvaTax
+  class Client
+    module DistanceThresholds 
+
+
+      # Create one or more DistanceThreshold objects
+      #
+      # Create one or more DistanceThreshold objects for this company.
+      #
+      # A company-distance-threshold model indicates the distance between a company
+      # and the taxing borders of various countries. Distance thresholds are necessary
+      # to correctly calculate some value-added taxes.
+      # @param companyId [Integer] The unique ID number of the company that owns this DistanceThreshold
+      # @param model [CompanyDistanceThresholdModel[]] The DistanceThreshold object or objects you wish to create.
+      # @return [CompanyDistanceThresholdModel[]]
+      def create_distance_threshold(companyId, model)
+        path = "/api/v2/companies/#{companyId}/distancethresholds"
+        post(path, model)
+      end
+
+
+      # Delete a single DistanceThreshold object
+      #
+      # Marks the DistanceThreshold object identified by this URL as deleted.
+      #
+      # A company-distance-threshold model indicates the distance between a company
+      # and the taxing borders of various countries. Distance thresholds are necessary
+      # to correctly calculate some value-added taxes.
+      # @param companyId [Integer] The unique ID number of the company that owns this DistanceThreshold
+      # @param id [Integer] The unique ID number of the DistanceThreshold object you wish to delete.
+      # @return [ErrorDetail[]]
+      def delete_distance_threshold(companyId, id)
+        path = "/api/v2/companies/#{companyId}/distancethresholds/#{id}"
+        delete(path)
+      end
+
+
+      # Retrieve a single DistanceThreshold
+      #
+      # Retrieves a single DistanceThreshold object defined by this URL.
+      #
+      # A company-distance-threshold model indicates the distance between a company
+      # and the taxing borders of various countries. Distance thresholds are necessary
+      # to correctly calculate some value-added taxes.
+      # @param companyId [Integer] The ID of the company that owns this DistanceThreshold object
+      # @param id [Integer] The unique ID number referring to this DistanceThreshold object
+      # @return [Object]
+      def get_distance_threshold(companyId, id)
+        path = "/api/v2/companies/#{companyId}/distancethresholds/#{id}"
+        get(path)
+      end
+
+
+      # Retrieve all DistanceThresholds for this company.
+      #
+      # Lists all DistanceThreshold objects that belong to this company.
+      #
+      # A company-distance-threshold model indicates the distance between a company
+      # and the taxing borders of various countries. Distance thresholds are necessary
+      # to correctly calculate some value-added taxes.
+      # @param companyId [Integer] The ID of the company whose DistanceThreshold objects you wish to list.
+      # @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/) .
+      # @param include [String] A comma separated list of additional data to retrieve.
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [FetchResult]
+      def list_distance_thresholds(companyId, options={})
+        path = "/api/v2/companies/#{companyId}/distancethresholds"
+        get(path, options)
+      end
+
+
+      # Retrieve all DistanceThreshold objects
+      #
+      # Lists all DistanceThreshold objects that belong to this company.
+      #
+      # A company-distance-threshold model indicates the distance between a company
+      # and the taxing borders of various countries. Distance thresholds are necessary
+      # to correctly calculate some value-added taxes.
+      #
+      # Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
+      # Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
+      # @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/) .
+      # @param include [String] A comma separated list of additional data to retrieve.
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with $top to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [FetchResult]
+      def query_distance_thresholds(options={})
+        path = "/api/v2/distancethresholds"
+        get(path, options)
+      end
+
+
+      # Update a DistanceThreshold object
+      #
+      # Replace the existing DistanceThreshold object at this URL with an updated object.
+      #
+      # A company-distance-threshold model indicates the distance between a company
+      # and the taxing borders of various countries. Distance thresholds are necessary
+      # to correctly calculate some value-added taxes.
+      #
+      # All data from the existing object will be replaced with data in the object you PUT.
+      # To set a field's value to null, you may either set its value to null or omit that field from the object you post.
+      # @param companyId [Integer] The unique ID number of the company that owns this DistanceThreshold object.
+      # @param id [Integer] The unique ID number of the DistanceThreshold object to replace.
+      # @param model [Object] The new DistanceThreshold object to store.
+      # @return [Object]
+      def update_distance_threshold(companyId, id, model)
+        path = "/api/v2/companies/#{companyId}/distancethresholds/#{id}"
+        put(path, model)
+      end
+
+    end
+  end
+end

data/lib/avatax/client/items.rb

@@ -6,6 +6,12 @@ module AvaTax
       # Create a new item
       #
       # Creates one or more new item objects attached to this company.
+      #
+      # Items are a way of separating your tax calculation process from your tax configuration details. If you choose, you
+      # can provide `itemCode` values for each `CreateTransaction()` API call rather than specifying tax codes, parameters, descriptions,
+      # and other data fields. AvaTax will automatically look up each `itemCode` and apply the correct tax codes and parameters
+      # from the item table instead. This allows your CreateTransaction call to be as simple as possible, and your tax compliance
+      # team can manage your item catalog and adjust the tax behavior of items without having to modify your software.
       # @param companyId [Integer] The ID of the company that owns this item.
       # @param model [ItemModel[]] The item you wish to create.
       # @return [ItemModel[]]
@@ -18,6 +24,12 @@ module AvaTax
       # Delete a single item
       #
       # Marks the item object at this URL as deleted.
+      #
+      # Items are a way of separating your tax calculation process from your tax configuration details. If you choose, you
+      # can provide `itemCode` values for each `CreateTransaction()` API call rather than specifying tax codes, parameters, descriptions,
+      # and other data fields. AvaTax will automatically look up each `itemCode` and apply the correct tax codes and parameters
+      # from the item table instead. This allows your CreateTransaction call to be as simple as possible, and your tax compliance
+      # team can manage your item catalog and adjust the tax behavior of items without having to modify your software.
       # @param companyId [Integer] The ID of the company that owns this item.
       # @param id [Integer] The ID of the item you wish to delete.
       # @return [ErrorDetail[]]
@@ -30,7 +42,12 @@ module AvaTax
       # Retrieve a single item
       #
       # Get the item object identified by this URL.
-      # An 'Item' represents a product or service that your company offers for sale.
+      #
+      # Items are a way of separating your tax calculation process from your tax configuration details. If you choose, you
+      # can provide `itemCode` values for each `CreateTransaction()` API call rather than specifying tax codes, parameters, descriptions,
+      # and other data fields. AvaTax will automatically look up each `itemCode` and apply the correct tax codes and parameters
+      # from the item table instead. This allows your CreateTransaction call to be as simple as possible, and your tax compliance
+      # team can manage your item catalog and adjust the tax behavior of items without having to modify your software.
       # @param companyId [Integer] The ID of the company that owns this item object
       # @param id [Integer] The primary key of this item
       # @return [Object]
@@ -44,10 +61,18 @@ module AvaTax
       #
       # List all items defined for the current company.
       #
-      # An 'Item' represents a product or service that your company offers for sale.
+      # Items are a way of separating your tax calculation process from your tax configuration details. If you choose, you
+      # can provide `itemCode` values for each `CreateTransaction()` API call rather than specifying tax codes, parameters, descriptions,
+      # and other data fields. AvaTax will automatically look up each `itemCode` and apply the correct tax codes and parameters
+      # from the item table instead. This allows your CreateTransaction call to be as simple as possible, and your tax compliance
+      # team can manage your item catalog and adjust the tax behavior of items without having to modify your software.
       #
       # Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
       # Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
+      #
+      # You may specify one or more of the following values in the `$include` parameter to fetch additional nested data, using commas to separate multiple values:
+      #
+      # * Attributes
       # @param companyId [Integer] The ID of the company that defined these items
       # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
       # @param include [String] A comma separated list of additional data to retrieve.
@@ -64,10 +89,19 @@ module AvaTax
       # Retrieve all items
       #
       # Get multiple item objects across all companies.
-      # An 'Item' represents a product or service that your company offers for sale.
+      #
+      # Items are a way of separating your tax calculation process from your tax configuration details. If you choose, you
+      # can provide `itemCode` values for each `CreateTransaction()` API call rather than specifying tax codes, parameters, descriptions,
+      # and other data fields. AvaTax will automatically look up each `itemCode` and apply the correct tax codes and parameters
+      # from the item table instead. This allows your CreateTransaction call to be as simple as possible, and your tax compliance
+      # team can manage your item catalog and adjust the tax behavior of items without having to modify your software.
       #
       # Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
       # Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
+      #
+      # You may specify one or more of the following values in the `$include` parameter to fetch additional nested data, using commas to separate multiple values:
+      #
+      # * Attributes
       # @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/) .
       # @param include [String] A comma separated list of additional data to retrieve.
       # @param top [Integer] If nonzero, return no more than this number of results. Used with $skip to provide pagination for large datasets.
@@ -82,7 +116,14 @@ module AvaTax
 
       # Update a single item
       #
-      # Replace the existing item object at this URL with an updated object.
+      # Replace the existing `Item` object at this URL with an updated object.
+      #
+      # Items are a way of separating your tax calculation process from your tax configuration details. If you choose, you
+      # can provide `itemCode` values for each `CreateTransaction()` API call rather than specifying tax codes, parameters, descriptions,
+      # and other data fields. AvaTax will automatically look up each `itemCode` and apply the correct tax codes and parameters
+      # from the item table instead. This allows your CreateTransaction call to be as simple as possible, and your tax compliance
+      # team can manage your item catalog and adjust the tax behavior of items without having to modify your software.
+      #
       # All data from the existing object will be replaced with data in the object you PUT.
       # To set a field's value to null, you may either set its value to null or omit that field from the object you post.
       # @param companyId [Integer] The ID of the company that this item belongs to.

data/lib/avatax/client/transactions.rb

@@ -136,32 +136,41 @@ module AvaTax
       #
       # After this API call succeeds, the transaction will have a new URL matching its new `code`.
       #
+      # If you have more than one document with the same `code`, specify the `documentType` parameter to choose between them.
+      #
       # A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
       # sales, purchases, inventory transfer, and returns (also called refunds).
       # @param companyCode [String] The company code of the company that recorded this transaction
       # @param transactionCode [String] The transaction code to change
+      # @param documentType [String] (Optional): The document type of the transaction to change document code. If not provided, the default is SalesInvoice. (See DocumentType::* for a list of allowable values)
       # @param model [Object] The code change request you wish to execute
       # @return [Object]
-      def change_transaction_code(companyCode, transactionCode, model)
+      def change_transaction_code(companyCode, transactionCode, model, options={})
         path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/changecode"
-        post(path, model)
+        post(path, model, options)
       end
 
 
       # Commit a transaction for reporting
       #
-      # Marks a transaction by changing its status to 'Committed'.
+      # Marks a transaction by changing its status to `Committed`.
+      #
       # Transactions that are committed are available to be reported to a tax authority by Avalara Managed Returns.
+      #
       # A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
       # sales, purchases, inventory transfer, and returns (also called refunds).
+      #
+      # If you have more than one document with the same `code`, specify the `documentType` parameter to choose between them.
+      #
       # Any changes made to a committed transaction will generate a transaction history.
       # @param companyCode [String] The company code of the company that recorded this transaction
       # @param transactionCode [String] The transaction code to commit
+      # @param documentType [String] (Optional): The document type of the transaction to commit. If not provided, the default is SalesInvoice. (See DocumentType::* for a list of allowable values)
       # @param model [Object] The commit request you wish to execute
       # @return [Object]
-      def commit_transaction(companyCode, transactionCode, model)
+      def commit_transaction(companyCode, transactionCode, model, options={})
         path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/commit"
-        post(path, model)
+        post(path, model, options)
       end
 
 
@@ -400,15 +409,18 @@ module AvaTax
       #
       # This API is only available to customers in Sandbox with AvaTaxPro subscription. On production servers, this API is available by invitation only.
       #
+      # If you have more than one document with the same `code`, specify the `documentType` parameter to choose between them.
+      #
       # A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
       # sales, purchases, inventory transfer, and returns (also called refunds).
       # @param companyCode [String] The company code of the company that recorded this transaction
       # @param transactionCode [String] The transaction code to lock
+      # @param documentType [String] (Optional): The document type of the transaction to lock. If not provided, the default is SalesInvoice. (See DocumentType::* for a list of allowable values)
       # @param model [Object] The lock request you wish to execute
       # @return [Object]
-      def lock_transaction(companyCode, transactionCode, model)
+      def lock_transaction(companyCode, transactionCode, model, options={})
         path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/lock"
-        post(path, model)
+        post(path, model, options)
       end
 
 
@@ -448,6 +460,7 @@ module AvaTax
       # @param companyCode [String] The code of the company that made the original sale
       # @param transactionCode [String] The transaction code of the original sale
       # @param include [String] Specifies objects to include in the response after transaction is created
+      # @param documentType [String] (Optional): The document type of the transaction to refund. If not provided, the default is SalesInvoice. (See DocumentType::* for a list of allowable values)
       # @param model [Object] Information about the refund to create
       # @return [Object]
       def refund_transaction(companyCode, transactionCode, model, options={})
@@ -458,47 +471,68 @@ module AvaTax
 
       # Perform multiple actions on a transaction
       #
-      # Performs the same functions as /verify, /changecode, and /commit. You may specify one or many actions in each call to this endpoint.
+      # Performs one or more actions against the current transaction uniquely identified by this URL.
+      #
+      # The `SettleTransaction` API call can perform the work of `ChangeCode`, `VerifyTransaction`, and `CommitTransaction`.
+      #
+      # A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
+      # sales, purchases, inventory transfer, and returns (also called refunds).
+      #
+      # If you have more than one document with the same `code`, specify the `documentType` parameter to choose between them.
+      #
+      # This API is available for users who want to execute more than one action at a time.
       # @param companyCode [String] The company code of the company that recorded this transaction
       # @param transactionCode [String] The transaction code to settle
-      # @param model [Object] The settle request containing the actions you wish to execute
+      # @param documentType [String] (Optional): The document type of the transaction to settle. If not provided, the default is SalesInvoice. (See DocumentType::* for a list of allowable values)
+      # @param model [Object] The data from an external system to reconcile against AvaTax
       # @return [Object]
-      def settle_transaction(companyCode, transactionCode, model)
+      def settle_transaction(companyCode, transactionCode, model, options={})
         path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/settle"
-        post(path, model)
+        post(path, model, options)
       end
 
 
       # Verify a transaction
       #
       # Verifies that the transaction uniquely identified by this URL matches certain expected values.
+      #
       # If the transaction does not match these expected values, this API will return an error code indicating which value did not match.
+      #
+      # If you have more than one document with the same `code`, specify the `documentType` parameter to choose between them.
+      #
       # A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
       # sales, purchases, inventory transfer, and returns (also called refunds).
       # @param companyCode [String] The company code of the company that recorded this transaction
       # @param transactionCode [String] The transaction code to settle
-      # @param model [Object] The settle request you wish to execute
+      # @param documentType [String] (Optional): The document type of the transaction to verify. If not provided, the default is SalesInvoice. (See DocumentType::* for a list of allowable values)
+      # @param model [Object] The data from an external system to reconcile against AvaTax
       # @return [Object]
-      def verify_transaction(companyCode, transactionCode, model)
+      def verify_transaction(companyCode, transactionCode, model, options={})
         path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/verify"
-        post(path, model)
+        post(path, model, options)
       end
 
 
       # Void a transaction
       #
       # Voids the current transaction uniquely identified by this URL.
+      #
       # A transaction represents a unique potentially taxable action that your company has recorded, and transactions include actions like
       # sales, purchases, inventory transfer, and returns (also called refunds).
-      # When you void a transaction, that transaction's status is recorded as 'DocVoided'.
+      #
+      # When you void a transaction, that transaction's status is recorded as `DocVoided`.
+      #
+      # If you have more than one document with the same `code`, specify the `documentType` parameter to choose between them.
+      #
       # Transactions that have been previously reported to a tax authority by Avalara Managed Returns are no longer available to be voided.
       # @param companyCode [String] The company code of the company that recorded this transaction
       # @param transactionCode [String] The transaction code to void
+      # @param documentType [String] (Optional): The document type of the transaction to void. If not provided, the default is SalesInvoice. (See DocumentType::* for a list of allowable values)
       # @param model [Object] The void request you wish to execute
       # @return [Object]
-      def void_transaction(companyCode, transactionCode, model)
+      def void_transaction(companyCode, transactionCode, model, options={})
         path = "/api/v2/companies/#{companyCode}/transactions/#{transactionCode}/void"
-        post(path, model)
+        post(path, model, options)
       end
 
     end

data/lib/avatax/connection.rb

@@ -19,9 +19,11 @@ module AvaTax
       }.merge(connection_options)
 
       Faraday.new(options) do |faraday|
-        Oj.default_options = {
-          bigdecimal_load: :bigdecimal
-        }
+        if Gem::Version.new(RUBY_VERSION) > Gem::Version.new('2.2.2')
+          Oj.default_options = {
+            bigdecimal_load: :bigdecimal
+          }
+        end
 
         faraday.response :oj, content_type: /\bjson$/
         faraday.basic_auth(username, password)

data/lib/avatax/version.rb

@@ -1,3 +1,3 @@
 module AvaTax
-  VERSION = '17.12.0'.freeze unless defined?(::AvaTax::VERSION)
+  VERSION = '18.1.2'.freeze unless defined?(::AvaTax::VERSION)
 end

data/spec/avatax_spec.rb

@@ -1,7 +1,7 @@
 require File.expand_path('../spec_helper', __FILE__)
-begin
+if File.exist?(File.expand_path('../credentials.yaml', __FILE__))
   credentials = YAML.load_file(File.expand_path('../credentials.yaml', __FILE__))
-rescue
+else
   credentials = {
     "endpoint" => 'https://sandbox-rest.avatax.com',
     "username" => ENV['SANDBOX_USERNAME'],

data/spec/spec_helper.rb

@@ -4,12 +4,12 @@ require 'yaml'
 
 
 AvaTax.configure do |config|
-  begin
+  if File.exist?(File.expand_path('../credentials.yaml', __FILE__))
     credentials = YAML.load_file(File.expand_path('../credentials.yaml', __FILE__))
     config.endpoint = credentials['endpoint']
     config.username = credentials['username']
     config.password = credentials['password']
-  rescue
+  else
     config.endpoint = 'https://sandbox-rest.avatax.com'
     config.username = ENV['SANDBOX_USERNAME']
     config.password = ENV['SANDBOX_PASSWORD']

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: avatax
 version: !ruby/object:Gem::Version
-  version: 17.12.0
+  version: 18.1.2
 platform: ruby
 authors:
 - Marcus Vorwaller
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2018-01-02 00:00:00.000000000 Z
+date: 2018-01-29 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: rake
@@ -152,6 +152,7 @@ files:
 - lib/avatax/client/contacts.rb
 - lib/avatax/client/customers.rb
 - lib/avatax/client/definitions.rb
+- lib/avatax/client/distancethresholds.rb
 - lib/avatax/client/filingcalendars.rb
 - lib/avatax/client/filings.rb
 - lib/avatax/client/free.rb
@@ -217,7 +218,7 @@ required_rubygems_version: !ruby/object:Gem::Requirement
       version: 2.0.0
 requirements: []
 rubyforge_project: 
-rubygems_version: 2.5.2
+rubygems_version: 2.7.3
 signing_key: 
 specification_version: 4
 summary: Ruby wrapper for the AvaTax API