blockchyp 2.10.0 → 2.13.0
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- checksums.yaml +4 -4
- data/README.md +2443 -480
- data/lib/blockchyp/version.rb +1 -1
- data/lib/blockchyp.rb +217 -3
- data/lib/blockchyp_client.rb +78 -0
- data/test/activate_terminal_test.rb +45 -0
- data/test/add_test_merchant_test.rb +56 -0
- data/test/batch_history_test.rb +10 -6
- data/test/boolean_prompt_test.rb +10 -4
- data/test/cancel_payment_link_test.rb +10 -6
- data/test/capture_signature_test.rb +10 -4
- data/test/deactivate_terminal_test.rb +42 -0
- data/test/delete_branding_asset_test.rb +50 -0
- data/test/delete_customer_test.rb +10 -6
- data/test/delete_media_asset_test.rb +53 -0
- data/test/delete_queued_transaction_test.rb +56 -0
- data/test/delete_slide_show_test.rb +50 -0
- data/test/delete_survey_question_test.rb +51 -0
- data/test/delete_test_merchant_test.rb +59 -0
- data/test/delete_token_test.rb +16 -7
- data/test/empty_branding_asset_test.rb +44 -0
- data/test/empty_slide_show_test.rb +45 -0
- data/test/gateway_timeout_test.rb +10 -3
- data/test/get_customer_test.rb +10 -6
- data/test/get_merchants_test.rb +52 -0
- data/test/invite_merchant_user_test.rb +45 -0
- data/test/link_token_test.rb +56 -0
- data/test/list_queued_transactions_test.rb +55 -0
- data/test/list_terminals_test.rb +42 -0
- data/test/media_asset_test.rb +57 -0
- data/test/media_test.rb +42 -0
- data/test/media_upload_test.rb +52 -0
- data/test/merchant_platforms_test.rb +59 -0
- data/test/merchant_profile_test.rb +10 -5
- data/test/merchant_users_test.rb +42 -0
- data/test/new_transaction_display_test.rb +10 -4
- data/test/pan_charge_test.rb +10 -4
- data/test/pan_enroll_test.rb +16 -5
- data/test/pan_preauth_test.rb +10 -4
- data/test/partial_refund_test.rb +10 -5
- data/test/search_customer_test.rb +10 -6
- data/test/send_payment_link_test.rb +10 -5
- data/test/simple_batch_close_test.rb +10 -6
- data/test/simple_capture_test.rb +10 -6
- data/test/simple_gift_activate_test.rb +10 -4
- data/test/simple_locate_test.rb +44 -0
- data/test/simple_message_test.rb +10 -4
- data/test/simple_ping_test.rb +11 -5
- data/test/simple_refund_test.rb +10 -5
- data/test/simple_reversal_test.rb +10 -6
- data/test/simple_void_test.rb +10 -6
- data/test/slide_show_test.rb +51 -0
- data/test/slide_shows_test.rb +49 -0
- data/test/survey_question_test.rb +48 -0
- data/test/survey_questions_test.rb +50 -0
- data/test/survey_results_test.rb +48 -0
- data/test/tc_delete_template_test.rb +51 -0
- data/test/tc_entry_test.rb +56 -0
- data/test/tc_log_test.rb +42 -0
- data/test/tc_template_test.rb +53 -0
- data/test/tc_template_update_test.rb +48 -0
- data/test/tc_templates_test.rb +42 -0
- data/test/terminal_branding_test.rb +42 -0
- data/test/terminal_charge_test.rb +11 -5
- data/test/terminal_clear_test.rb +10 -4
- data/test/terminal_ebt_balance_test.rb +10 -4
- data/test/terminal_ebt_charge_test.rb +10 -4
- data/test/terminal_enroll_test.rb +10 -4
- data/test/terminal_gift_card_balance_test.rb +10 -4
- data/test/terminal_keyed_charge_test.rb +10 -4
- data/test/terminal_manual_ebt_charge_test.rb +10 -4
- data/test/terminal_preauth_test.rb +10 -4
- data/test/terminal_queued_transaction_test.rb +51 -0
- data/test/terminal_status_test.rb +10 -4
- data/test/terminal_timeout_test.rb +10 -3
- data/test/terms_and_conditions_test.rb +10 -4
- data/test/test_helper.rb +0 -2
- data/test/testdata/aviato.png +0 -0
- data/test/text_prompt_test.rb +10 -4
- data/test/token_metadata_test.rb +55 -0
- data/test/transaction_history_test.rb +10 -6
- data/test/unlink_token_test.rb +56 -0
- data/test/update_branding_asset_test.rb +62 -0
- data/test/update_customer_test.rb +10 -5
- data/test/update_merchant_platforms_test.rb +61 -0
- data/test/update_merchant_test.rb +60 -0
- data/test/update_slide_show_test.rb +60 -0
- data/test/update_survey_question_test.rb +47 -0
- data/test/update_transaction_display_test.rb +10 -4
- data/test/upload_status_test.rb +53 -0
- metadata +46 -2
data/README.md
CHANGED
@@ -74,48 +74,19 @@ You can also view a number of long form demos and learn more about us on our [Yo
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You don't want to read words. You want examples. Here's a quick rundown of the
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stuff you can do with the BlockChyp Ruby SDK and a few basic examples.
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This simple test transaction helps ensure you have good communication with a payment terminal and is usually the first one you'll run in development.
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It tests communication with the terminal and returns a positive response if everything
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is okay. It works the same way in local or cloud relay mode.
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If you get a positive response, you've successfully verified all of the following:
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* The terminal is online.
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* There is a valid route to the terminal.
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* The API Credentials are valid.
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```ruby
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# frozen_string_literal: true
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require 'blockchyp'
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### Payment Endpoints
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blockchyp = BlockChyp::BlockChyp.new(
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ENV['BC_API_KEY'],
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ENV['BC_BEARER_TOKEN'],
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ENV['BC_SIGNING_KEY']
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)
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request = {
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terminalName: 'Test Terminal'
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}
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These are the core payment APIs used to execute and work with payment transactions in BlockChyp.
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response = blockchyp.ping(request)
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puts "Response: #{response.inspect}"
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#### Charge
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```
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#### Charge
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* **API Credential Types:** Merchant
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* **Required Role:** Payment API Access
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Our most popular transaction executes a standard authorization and capture.
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This is the most basic of
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**Card Numbers and Mag Stripes**
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You can also pass in PANs and Mag Stripes, but you probably shouldn't
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put you in PCI scope and the most common vector for POS breaches is
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If you use terminals for manual card entry, you'll bypass any
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You can also pass in PANs and Mag Stripes, but you probably shouldn't, as this will
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put you in PCI scope and the most common vector for POS breaches is keylogging.
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If you use terminals for manual card entry, you'll bypass any keyloggers that
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might be maliciously running on the point-of-sale system.
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**Common Variations**
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* **Gift Card Redemption**: There's no special API for gift card redemption in BlockChyp.
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* **Gift Card Redemption**: There's no special API for gift card redemption in BlockChyp. Simply execute a plain charge transaction and if the customer swipes a gift card, our terminals will identify the gift card and run a gift card redemption. Also note that if for some reason the gift card's original purchase transaction is associated with fraud or a chargeback, the transaction will be rejected.
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* **EBT**: Set the `CardType` field to `CardType::EBT` to process an EBT SNAP transaction. Note that test EBT transactions always assume a balance of $100.00, so test EBT transactions over that amount may be declined.
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* **Cash Back**: To enable cash back for debit transactions, set the `CashBack` field. If the card presented isn't a debit card, the `CashBack` field will be ignored.
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* **Manual Card Entry**: Set the `ManualEntry` field to enable manual card entry. Good as a backup when chips and MSR's don't work or for more secure phone orders. You can even combine the `ManualEntry` field with the `CardType` field set to `CardType::EBT` for manual EBT card entry.
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* **Inline Tokenization**: You can enroll the payment method in the token vault inline with a charge transaction by setting the `Enroll` field. You'll get a token back in the response. You can even bind the token to a customer record if you also pass in customer data.
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* **Prompting for Tips**: Set the `PromptForTip` field if you'd like to prompt the customer for a tip before authorization. Good for pay-at-the-table and other service related scenarios.
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* **Cash Discounting and Surcharging**: The `Surcharge` and `CashDiscount` fields can be used together to support cash discounting or surcharge problems. Consult the Cash Discount documentation for more details.
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* **Cryptocurrency** The `Cryptocurrency` field can be used to switch the standard present card screen to a cryptocurrency screen. The field value can be `ANY` to enable any supported cryptocurrency or a single currency code such as `BTC` for Bitcoin.
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#### Preauthorization
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* **API Credential Types:** Merchant
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* **Required Role:** Payment API Access
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A preauthorization puts a hold on funds and must be captured later. This is used
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in scenarios where the final transaction amount might change. A common
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in scenarios where the final transaction amount might change. A common example is
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fine dining, where a tip adjustment is required before final settlement.
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Another use case for preauthorization is e-commerce. Typically, an online order
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is preauthorized at the time of the order and then captured when the order ships.
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**Card Numbers and Mag Stripes**
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You can also pass in PANs and Mag Stripes, but you probably shouldn't
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You can also pass in PANs and Mag Stripes, but you probably shouldn't, as this will
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put you in PCI scope and the most common vector for POS breaches is key logging.
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If you use terminals for manual card entry, you'll bypass any key loggers that
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might be maliciously running on the point-of-sale system.
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**Cryptocurrency**
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Note that preauths are not supported for cryptocurrency.
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**Common Variations**
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* **Manual Card Entry**: Set the `ManualEntry` field to enable manual card entry. Good as a backup when chips and MSR's don't work or for more secure phone orders. You can even combine the `ManualEntry` field with `CardType` set to `CardType::EBT` for manual EBT card entry.
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#### Capture Preauthorization
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* **API Credential Types:** Merchant
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* **Required Role:** Payment API Access
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This API allows you to capture a previously approved preauthorization.
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You'll need to make sure you pass in the Transaction ID returned by the original preauth transaction
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You'll need to make sure you pass in the Transaction ID returned by the original preauth transaction
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so we know which transaction we're capturing. If you want to capture the transaction for the
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exact amount of the preauth, the Transaction ID is all you need to pass in.
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You can adjust the total if you need to by passing in a new `amount`. We
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also recommend you pass in updated amounts for `tax` and `tip` as it can
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reduce your interchange fees
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sometimes reduce your interchange fees. (Level II Processing, for example.)
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# Set request parameters
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request = {
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test: true,
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transactionId: '<
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transactionId: '<ORIGINAL TRANSACTION ID>',
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amount: '32.00'
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}
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response = blockchyp.capture(request)
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#### Refund
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* **API Credential Types:** Merchant
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* **Required Role:** Payment API Access
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It's not ideal, but sometimes customers want their money back.
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Our refund API allows you to confront this unpleasant reality by executing refunds in a few different scenarios.
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**Partial Refunds**
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For a partial refund, just pass in an amount along with the Transaction ID.
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The only rule is that the amount
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The only rule is that the amount must be equal to or less than the original
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transaction. You can execute multiple partial refunds against the same
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original transaction as long as the total refunded amount doesn't exceed the original amount.
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**Tokenized Refunds**
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You can also use a token to execute a refund. Pass in a token instead
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of the Transaction ID
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of the Transaction ID and the desired refund amount.
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**Free Range Refunds**
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When you execute a refund without referencing a previous transaction, we
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call this a *free range refund*.
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We don't recommend
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We don't recommend this type of refund, but it is permitted. If you absolutely insist on
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doing it, pass in a Terminal Name and an amount.
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You can execute a manual or keyed refund by passing the `ManualEntry` field
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before the original transaction's batch is closed, the refund is automatically
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converted to a void. This saves the merchant a little bit of money.
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**Cryptocurrency**
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Note that refunds are not supported for cryptocurrency. You must refund crypto transactions
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manually from your cryptocurrency wallet.
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puts "Response: #{response.inspect}"
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```
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#### Enroll
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This API allows you to tokenize and enroll a payment method in the token
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vault. You can also pass in customer information and associate the
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payment method with a customer record.
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A token is returned in the response that can be used in subsequent charge,
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preauth, and refund transactions.
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**Gift Cards and EBT**
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Gift Cards and EBT cards cannot be tokenized.
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**E-Commerce Tokens**
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The tokens returned by the enroll API and the e-commerce web tokenizer
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are the same tokens and can be used interchangeably.
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```ruby
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# frozen_string_literal: true
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require 'blockchyp'
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blockchyp = BlockChyp::BlockChyp.new(
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ENV['BC_API_KEY'],
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ENV['BC_BEARER_TOKEN'],
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ENV['BC_SIGNING_KEY']
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)
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# Set request parameters
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request = {
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test: true,
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terminalName: 'Test Terminal'
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}
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response = blockchyp.enroll(request)
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puts "Response: #{response.inspect}"
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```
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#### Void
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* **API Credential Types:** Merchant
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* **Required Role:** Payment API Access
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Mistakes happen. If a transaction is made by mistake, you can void it
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with this API. All that's needed is to pass in a Transaction ID and execute
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the void before the original transaction's batch closes.
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Voids work with EBT and gift card transactions with no additional parameters.
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**Cryptocurrency**
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Note that voids are not supported for cryptocurrency. You must refund crypto transactions
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manually from your cryptocurrency wallet.
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* **API Credential Types:** Merchant
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* **Required Role:** Payment API Access
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Payment transactions require a stable network to function correctly and
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no network is stable all the time. Time out reversals are a great line
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of defense against accidentally double charging consumers when payments
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The reason for this requirement is that if a system never receives a definitive
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response for a transaction, the system would never have received the BlockChyp
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generated Transaction ID. We have to
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generated Transaction ID. We have to fall back to Transaction Ref to identify
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a transaction.
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**Cryptocurrency**
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Note that refunds are not supported for cryptocurrency. You must refund crypto transactions
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manually from your cryptocurrency wallet.
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@@ -492,14 +456,18 @@ puts "Response: #{response.inspect}"
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#### Gift Card Activation
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* **API Credential Types:** Merchant
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* **Required Role:** Payment API Access
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This API activates or adds value to BlockChyp gift cards.
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464
|
Just pass in the terminal name and the amount to add to the card.
|
497
465
|
Once the customer swipes their card, the terminal will use keys
|
498
466
|
on the mag stripe to add value to the card.
|
499
467
|
|
500
468
|
You don't need to handle a new gift card activation or a gift card recharge any
|
501
469
|
differently. The terminal firmware will figure out what to do on its
|
502
|
-
own
|
470
|
+
own while also returning the new balance for the gift card.
|
503
471
|
|
504
472
|
This is the part of the system where BlockChyp's blockchain DNA comes
|
505
473
|
closest to the surface. The BlockChyp gift card system doesn't really
|
@@ -528,9 +496,9 @@ voiding or reversing a conventional payment transaction.
|
|
528
496
|
|
529
497
|
BlockChyp does have the ability to import gift card liability from
|
530
498
|
conventional gift card platforms. Unfortunately, BlockChyp does not
|
531
|
-
support activating cards on third party systems,
|
499
|
+
support activating cards on third party systems. However, you can import
|
532
500
|
your outstanding gift cards and customers can swipe them on the
|
533
|
-
terminals
|
501
|
+
terminals like BlockChyp's standard gift cards.
|
534
502
|
|
535
503
|
No special coding is required to access this feature. The gateway and
|
536
504
|
terminal firmware handle everything for you.
|
@@ -540,7 +508,7 @@ terminal firmware handle everything for you.
|
|
540
508
|
BlockChyp does not currently provide any native support for other gift card
|
541
509
|
platforms beyond importing gift card liability. We do have a white listing system
|
542
510
|
that can be used to support your own custom gift card implementations. We have a security review
|
543
|
-
process before we allow a BIN range to be white listed, so contact
|
511
|
+
process before we can allow a BIN range to be white listed, so contact
|
544
512
|
support@blockchyp.com if you need to white list a BIN range.
|
545
513
|
|
546
514
|
|
@@ -575,25 +543,29 @@ puts "Response: #{response.inspect}"
|
|
575
543
|
|
576
544
|
|
577
545
|
|
578
|
-
|
546
|
+
* **API Credential Types:** Merchant
|
547
|
+
* **Required Role:** Payment API Access
|
548
|
+
|
549
|
+
This API checks a gift or EBT card balance.
|
579
550
|
|
580
551
|
**Gift Card Balance Checks**
|
581
552
|
|
582
|
-
For gift cards,
|
553
|
+
For gift cards, pass in a terminal name and the customer will be prompted
|
583
554
|
to swipe a card on that terminal. The remaining balance will be displayed
|
584
555
|
briefly on the terminal screen and the API response will include the gift card's public key and the remaining balance.
|
585
556
|
|
586
557
|
**EBT Balance Checks**
|
587
558
|
|
588
|
-
All EBT transactions require a PIN, so
|
559
|
+
All EBT transactions require a PIN, so to check an EBT card balance,
|
589
560
|
you need to pass in the `ebt` flag just like you would for a normal EBT
|
590
561
|
charge transaction. The customer will be prompted to swipe their card and
|
591
|
-
enter a PIN code. If everything checks out, the remaining balance on the
|
562
|
+
enter a PIN code. If everything checks out, the remaining balance on the
|
563
|
+
card will be displayed on the terminal for the customer and returned with the API response.
|
592
564
|
|
593
565
|
**Testing Gift Card Balance Checks**
|
594
566
|
|
595
567
|
Test gift card balance checks work no differently than live gift cards. You
|
596
|
-
must activate a test gift card first
|
568
|
+
must activate a test gift card first to test balance checks. Test
|
597
569
|
gift cards are real blockchain cards that live on our parallel test blockchain.
|
598
570
|
|
599
571
|
**Testing EBT Gift Card Balance Checks**
|
@@ -632,6 +604,10 @@ puts "Response: #{response.inspect}"
|
|
632
604
|
#### Close Batch
|
633
605
|
|
634
606
|
|
607
|
+
|
608
|
+
* **API Credential Types:** Merchant
|
609
|
+
* **Required Role:** Payment API Access
|
610
|
+
|
635
611
|
This API will close the merchant's batch if it's currently open.
|
636
612
|
|
637
613
|
By default, merchant batches will close automatically at 3 AM in their
|
@@ -670,6 +646,9 @@ puts "Response: #{response.inspect}"
|
|
670
646
|
|
671
647
|
|
672
648
|
|
649
|
+
* **API Credential Types:** Merchant
|
650
|
+
* **Required Role:** Payment API Access
|
651
|
+
|
673
652
|
This API allows you to send an invoice to a customer and capture payment
|
674
653
|
via a BlockChyp hosted payment page.
|
675
654
|
|
@@ -684,26 +663,26 @@ you use the `cashier` flag.)
|
|
684
663
|
|
685
664
|
**Customer Info**
|
686
665
|
|
687
|
-
Unless you're using the `cashier` flag, you must specify a customer
|
688
|
-
creating a new customer record inline or
|
666
|
+
Unless you're using the `cashier` flag, you must specify a customer; either by
|
667
|
+
creating a new customer record inline or passing in an existing Customer ID or Customer Ref.
|
689
668
|
|
690
669
|
**Line Item Level Data**
|
691
670
|
|
692
671
|
It's not strictly required, but we strongly recommend sending line item level
|
693
|
-
detail with every request. It will make the invoice look
|
672
|
+
detail with every request. It will make the invoice look more complete
|
694
673
|
and the data format for line item level data is the exact same format used
|
695
674
|
for terminal line item display, so the same code can be used to support both areas.
|
696
675
|
|
697
676
|
**Descriptions**
|
698
677
|
|
699
|
-
You can also provide a free form description or message
|
678
|
+
You can also provide a free form description or message to display near
|
700
679
|
the bottom of the invoice. Usually this is some kind of thank you note
|
701
680
|
or instruction.
|
702
681
|
|
703
682
|
**Terms and Conditions**
|
704
683
|
|
705
684
|
You can include long form contract language with a request and capture
|
706
|
-
terms and conditions
|
685
|
+
terms and conditions accepted at the same time payment is captured.
|
707
686
|
|
708
687
|
The interface is identical to that used for the terminal based Terms and
|
709
688
|
Conditions API in that you can pass in content directly via `tcContent` or via
|
@@ -712,10 +691,14 @@ agreement acceptance is incorporated into a send link request.
|
|
712
691
|
|
713
692
|
**Auto Send**
|
714
693
|
|
715
|
-
BlockChyp does not send the email notification automatically.
|
716
|
-
|
717
|
-
|
718
|
-
|
694
|
+
BlockChyp does not send the email notification automatically. This safeguard prevents real
|
695
|
+
emails from going out when you may not expect them If you want BlockChyp to send the email
|
696
|
+
for you, just add the `autoSend` flag with all requests.
|
697
|
+
|
698
|
+
**Cryptocurrency**
|
699
|
+
|
700
|
+
If the merchant is configured to support cryptocurrency transactions, the payment page will
|
701
|
+
display additional UI widgets that allowing customers to switch to a crypto payment method.
|
719
702
|
|
720
703
|
**Tokenization**
|
721
704
|
|
@@ -725,13 +708,15 @@ in the token vault.
|
|
725
708
|
**Cashier Facing Card Entry**
|
726
709
|
|
727
710
|
BlockChyp can be used to generate internal/cashier facing card entry pages as well. This is
|
728
|
-
designed for situations where you might need to take a phone order and
|
729
|
-
have
|
711
|
+
designed for situations where you might need to take a phone order and don't
|
712
|
+
have an available terminal.
|
730
713
|
|
731
|
-
If you pass in the `cashier` flag, no email will be sent and you'll be
|
714
|
+
If you pass in the `cashier` flag, no email will be sent and you'll be able to
|
732
715
|
load the link in a browser or iframe for payment entry. When the `cashier` flag
|
733
716
|
is used, the `autoSend` flag will be ignored.
|
734
717
|
|
718
|
+
Note that cryptocurrency is not supported for cashier facing payment entry.
|
719
|
+
|
735
720
|
**Payment Notifications**
|
736
721
|
|
737
722
|
When a customer successfully submits payment, the merchant will receive an email
|
@@ -773,6 +758,7 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
773
758
|
|
774
759
|
# Set request parameters
|
775
760
|
request = {
|
761
|
+
transactionRef: '<TX REF>',
|
776
762
|
amount: '199.99',
|
777
763
|
description: 'Widget',
|
778
764
|
subject: 'Widget invoice',
|
@@ -810,7 +796,10 @@ puts "Response: #{response.inspect}"
|
|
810
796
|
|
811
797
|
|
812
798
|
|
813
|
-
|
799
|
+
* **API Credential Types:** Merchant
|
800
|
+
* **Required Role:** Payment API Access
|
801
|
+
|
802
|
+
This API cancels a payment link.
|
814
803
|
|
815
804
|
|
816
805
|
|
@@ -828,7 +817,7 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
828
817
|
|
829
818
|
# Set request parameters
|
830
819
|
request = {
|
831
|
-
linkCode: '
|
820
|
+
linkCode: '<PAYMENT LINK CODE>'
|
832
821
|
}
|
833
822
|
|
834
823
|
response = blockchyp.cancelPaymentLink(request)
|
@@ -842,7 +831,10 @@ puts "Response: #{response.inspect}"
|
|
842
831
|
|
843
832
|
|
844
833
|
|
845
|
-
|
834
|
+
* **API Credential Types:** Merchant
|
835
|
+
* **Required Role:** Payment API Access
|
836
|
+
|
837
|
+
This API returns the current status for any transaction. You can lookup a transaction
|
846
838
|
by its BlockChyp assigned Transaction ID or your own Transaction Ref.
|
847
839
|
|
848
840
|
You should alway use globally unique Transaction Ref values, but in the event
|
@@ -865,7 +857,7 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
865
857
|
|
866
858
|
# Set request parameters
|
867
859
|
request = {
|
868
|
-
transactionId: 'ID
|
860
|
+
transactionId: '<TRANSACTION ID>'
|
869
861
|
}
|
870
862
|
|
871
863
|
response = blockchyp.transactionStatus(request)
|
@@ -875,13 +867,18 @@ puts "Response: #{response.inspect}"
|
|
875
867
|
|
876
868
|
```
|
877
869
|
|
878
|
-
####
|
870
|
+
#### Cash Discount
|
879
871
|
|
880
872
|
|
881
873
|
|
882
|
-
|
883
|
-
|
874
|
+
* **API Credential Types:** Merchant
|
875
|
+
* **Required Role:** Payment API Access
|
884
876
|
|
877
|
+
This API calculates the surcharge, cash discount, and total amounts for cash transactions.
|
878
|
+
|
879
|
+
If you're using BlockChyp's cash discounting features, you can use this endpoint
|
880
|
+
to ensure the numbers and receipts for true cash transactions are consistent
|
881
|
+
with transactions processed by BlockChyp.
|
885
882
|
|
886
883
|
|
887
884
|
|
@@ -899,31 +896,46 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
899
896
|
|
900
897
|
# Set request parameters
|
901
898
|
request = {
|
902
|
-
|
903
|
-
|
899
|
+
amount: '100.00',
|
900
|
+
cashDiscount: true,
|
901
|
+
surcharge: true
|
904
902
|
}
|
905
903
|
|
906
|
-
response = blockchyp.
|
904
|
+
response = blockchyp.cashDiscount(request)
|
907
905
|
|
908
906
|
puts "Response: #{response.inspect}"
|
909
907
|
|
910
908
|
|
911
909
|
```
|
912
910
|
|
913
|
-
####
|
911
|
+
#### Batch History
|
914
912
|
|
915
913
|
|
916
914
|
|
917
|
-
|
918
|
-
|
915
|
+
* **API Credential Types:** Merchant
|
916
|
+
* **Required Role:** Payment API Access
|
919
917
|
|
920
|
-
|
921
|
-
|
922
|
-
|
918
|
+
This endpoint allows developers to query the gateway for the merchant's batch history.
|
919
|
+
The data will be returned in descending order of open date with the most recent
|
920
|
+
batch returned first. The results will include basic information about the batch.
|
921
|
+
Consider using the Batch Details API for more detail about a specific batch.
|
923
922
|
|
924
|
-
|
925
|
-
|
926
|
-
|
923
|
+
**Limiting Results**
|
924
|
+
|
925
|
+
This API will return a maximum of 250 results. Use the `maxResults` property to
|
926
|
+
limit maximum results even further and use the `startIndex` property to
|
927
|
+
page through results that span multiple queries.
|
928
|
+
|
929
|
+
For example, if you want the ten most recent batches, pass in a value of
|
930
|
+
`10` for `maxResults`. Also note that `startIndex` is zero based. Use a value of `0` to
|
931
|
+
get the first batch in the dataset.
|
932
|
+
|
933
|
+
**Filtering by Date Range**
|
934
|
+
|
935
|
+
You can also filter results by date. Use the `startDate` and `endDate`
|
936
|
+
properties to return only those batches opened between those dates.
|
937
|
+
You can use either `startDate` and `endDate` and you can use date filters
|
938
|
+
in conjunction with `maxResults` and `startIndex`
|
927
939
|
|
928
940
|
|
929
941
|
|
@@ -941,57 +953,31 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
941
953
|
|
942
954
|
# Set request parameters
|
943
955
|
request = {
|
944
|
-
|
956
|
+
maxResults: 250,
|
957
|
+
startIndex: 0
|
945
958
|
}
|
946
959
|
|
947
|
-
response = blockchyp.
|
960
|
+
response = blockchyp.batchHistory(request)
|
948
961
|
|
949
962
|
puts "Response: #{response.inspect}"
|
950
963
|
|
951
964
|
|
952
965
|
```
|
953
966
|
|
954
|
-
####
|
955
|
-
|
956
|
-
|
957
|
-
|
958
|
-
This API allows you to prompt a customer to accept a legal agreement on the terminal
|
959
|
-
and (usually) capture their signature.
|
960
|
-
|
961
|
-
Content for the agreement can be specified in two ways. You can reference a
|
962
|
-
previously configured T&C template or pass in the full agreement text with every request.
|
963
|
-
|
964
|
-
**Using Templates**
|
965
|
-
|
966
|
-
If your application doesn't keep track of agreements you can leverage BlockChyp's
|
967
|
-
template system. You can create any number of T&C Templates in the merchant dashboard
|
968
|
-
and pass in the `tcAlias` flag to specify which one to display.
|
969
|
-
|
970
|
-
**Raw Content**
|
971
|
-
|
972
|
-
If your system keeps track of the agreement language or executes complicated merging
|
973
|
-
and rendering logic, you can bypass our template system and pass in the full text with
|
974
|
-
every transaction. Use the `tcName` to pass in the agreement name and `tcContent` to
|
975
|
-
pass in the contract text. Note that only plain text is supported.
|
976
|
-
|
977
|
-
**Bypassing Signatures**
|
978
|
-
|
979
|
-
Signature images are captured by default. If for some reason this doesn't fit your
|
980
|
-
use case and you'd like to capture acceptance without actually capturing a signature image, set
|
981
|
-
the `disableSignature` flag in the request.
|
967
|
+
#### Batch Details
|
982
968
|
|
983
|
-
**Terms & Conditions Log**
|
984
969
|
|
985
|
-
Every time a user accepts an agreement on the terminal, the signature image (if captured),
|
986
|
-
will be uploaded to the gateway and added to the log along with the full text of the
|
987
|
-
agreement. This preserves the historical record in the event that standard agreements
|
988
|
-
or templates change over time.
|
989
970
|
|
990
|
-
**
|
971
|
+
* **API Credential Types:** Merchant
|
972
|
+
* **Required Role:** Payment API Access
|
991
973
|
|
992
|
-
|
993
|
-
|
974
|
+
This API allows developers to pull down details for a specific batch,
|
975
|
+
including captured volume, gift card activity, expected deposit, and
|
976
|
+
captured volume broken down by terminal.
|
994
977
|
|
978
|
+
The only required request parameter is `batchId`. Batch IDs are returned
|
979
|
+
with every transaction response and can be discovered using the Batch
|
980
|
+
History API.
|
995
981
|
|
996
982
|
|
997
983
|
|
@@ -1009,58 +995,143 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1009
995
|
|
1010
996
|
# Set request parameters
|
1011
997
|
request = {
|
1012
|
-
|
1013
|
-
|
998
|
+
batchId: '<BATCH ID>'
|
999
|
+
}
|
1014
1000
|
|
1015
|
-
|
1016
|
-
# dashboard.
|
1017
|
-
tcAlias: 'hippa',
|
1001
|
+
response = blockchyp.batchDetails(request)
|
1018
1002
|
|
1019
|
-
|
1020
|
-
tcName: 'HIPPA Disclosure',
|
1003
|
+
puts "Response: #{response.inspect}"
|
1021
1004
|
|
1022
|
-
# Full text of the contract or disclosure if not using an alias.
|
1023
|
-
tcContent: 'Full contract text',
|
1024
1005
|
|
1025
|
-
|
1026
|
-
sigFormat: SignatureFormat::PNG,
|
1006
|
+
```
|
1027
1007
|
|
1028
|
-
|
1029
|
-
sigWidth: 200,
|
1008
|
+
#### Transaction History
|
1030
1009
|
|
1031
|
-
# Whether or not a signature is required. Defaults to true.
|
1032
|
-
sigRequired: true
|
1033
|
-
}
|
1034
1010
|
|
1035
|
-
response = blockchyp.termsAndConditions(request)
|
1036
1011
|
|
1037
|
-
|
1012
|
+
* **API Credential Types:** Merchant
|
1013
|
+
* **Required Role:** Payment API Access
|
1038
1014
|
|
1015
|
+
This endpoint provides several different methods to sift through
|
1016
|
+
transaction history.
|
1039
1017
|
|
1040
|
-
|
1018
|
+
By default with no filtering properties, this endpoint will return the 250
|
1019
|
+
most recent transactions.
|
1041
1020
|
|
1042
|
-
|
1021
|
+
**Limiting Results**
|
1022
|
+
|
1023
|
+
This API will return a maximum of 50 results in a single query. Use the `maxResults` property
|
1024
|
+
to limit maximum results even further and use the `startIndex` property to
|
1025
|
+
page through results that span multiple queries.
|
1043
1026
|
|
1027
|
+
For example, if you want the ten most recent batches, pass in a value of
|
1028
|
+
`10` for `maxResults`. Also note that `startIndex` is zero based. Use a value of `0` to
|
1029
|
+
get the first transaction in the dataset.
|
1044
1030
|
|
1031
|
+
**Filtering By Date Range**
|
1045
1032
|
|
1046
|
-
|
1047
|
-
|
1033
|
+
You can also filter results by date. Use the `startDate` and `endDate`
|
1034
|
+
properties to return only transactions run between those dates.
|
1035
|
+
You can use either `startDate` or `endDate` and you can use date filters
|
1036
|
+
in conjunction with `maxResults` and `startIndex`
|
1048
1037
|
|
1049
|
-
|
1050
|
-
capture with no agreement display or signature archival.
|
1038
|
+
**Filtering By Batch**
|
1051
1039
|
|
1052
|
-
|
1053
|
-
must be converted to a common raster format in order to be useful to most
|
1054
|
-
applications. At a minimum, you must specify an image format using the
|
1055
|
-
`sigFormat` parameter. As of this writing JPG and PNG are supported.
|
1040
|
+
To restrict results to a single batch, pass in the `batchId` parameter.
|
1056
1041
|
|
1057
|
-
By
|
1058
|
-
You can redirect the binary image output to a file using the `sigFile`
|
1059
|
-
parameter.
|
1042
|
+
**Filtering By Terminal**
|
1060
1043
|
|
1061
|
-
|
1062
|
-
|
1063
|
-
|
1044
|
+
To restrict results to those executed on a single terminal, pass in the terminal name.
|
1045
|
+
|
1046
|
+
**Combining Filters**
|
1047
|
+
|
1048
|
+
None of the above filters are mutually exclusive. You can combine any of the
|
1049
|
+
above properties in a single request to restrict transaction results to a
|
1050
|
+
narrower set of results.
|
1051
|
+
|
1052
|
+
**Searching Transaction History**
|
1053
|
+
|
1054
|
+
You can search transaction history by passing in search criteria with the
|
1055
|
+
`query` option. The search system will match the amount (requested and authorized),
|
1056
|
+
last four of the card number, cardholder name, and the auth code.
|
1057
|
+
|
1058
|
+
Note that when search queries are used, terminalName or
|
1059
|
+
batch id filters are not supported.
|
1060
|
+
|
1061
|
+
|
1062
|
+
|
1063
|
+
|
1064
|
+
```ruby
|
1065
|
+
# frozen_string_literal: true
|
1066
|
+
|
1067
|
+
require 'blockchyp'
|
1068
|
+
|
1069
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1070
|
+
ENV['BC_API_KEY'],
|
1071
|
+
ENV['BC_BEARER_TOKEN'],
|
1072
|
+
ENV['BC_SIGNING_KEY']
|
1073
|
+
)
|
1074
|
+
|
1075
|
+
# Set request parameters
|
1076
|
+
request = {
|
1077
|
+
maxResults: 10,
|
1078
|
+
batchId: '<BATCH ID>'
|
1079
|
+
}
|
1080
|
+
|
1081
|
+
response = blockchyp.transactionHistory(request)
|
1082
|
+
|
1083
|
+
puts "Response: #{response.inspect}"
|
1084
|
+
|
1085
|
+
|
1086
|
+
```
|
1087
|
+
|
1088
|
+
#### List Queued Transactions
|
1089
|
+
|
1090
|
+
|
1091
|
+
|
1092
|
+
* **API Credential Types:** Merchant
|
1093
|
+
* **Required Role:** Payment API Access
|
1094
|
+
|
1095
|
+
Returns a list of transaction refs of transactions queued on a terminal.
|
1096
|
+
Details about the transactions can be retrieved using the Transaction Status
|
1097
|
+
API.
|
1098
|
+
|
1099
|
+
|
1100
|
+
|
1101
|
+
|
1102
|
+
```ruby
|
1103
|
+
# frozen_string_literal: true
|
1104
|
+
|
1105
|
+
require 'blockchyp'
|
1106
|
+
|
1107
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1108
|
+
ENV['BC_API_KEY'],
|
1109
|
+
ENV['BC_BEARER_TOKEN'],
|
1110
|
+
ENV['BC_SIGNING_KEY']
|
1111
|
+
)
|
1112
|
+
|
1113
|
+
# Set request parameters
|
1114
|
+
request = {
|
1115
|
+
terminalName: 'Test Terminal'
|
1116
|
+
}
|
1117
|
+
|
1118
|
+
response = blockchyp.listQueuedTransactions(request)
|
1119
|
+
|
1120
|
+
puts "Response: #{response.inspect}"
|
1121
|
+
|
1122
|
+
|
1123
|
+
```
|
1124
|
+
|
1125
|
+
#### Delete Queued Transaction
|
1126
|
+
|
1127
|
+
|
1128
|
+
|
1129
|
+
* **API Credential Types:** Merchant
|
1130
|
+
* **Required Role:** Payment API Access
|
1131
|
+
|
1132
|
+
Deletes one or all queued transactions from a terminal. If `*` is passed as
|
1133
|
+
a transaction ref, then the entire terminal queue will be cleared. An error is
|
1134
|
+
returned if the passed transaction ref is not queued on the terminal.
|
1064
1135
|
|
1065
1136
|
|
1066
1137
|
|
@@ -1079,44 +1150,120 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1079
1150
|
# Set request parameters
|
1080
1151
|
request = {
|
1081
1152
|
terminalName: 'Test Terminal',
|
1153
|
+
transactionRef: '*'
|
1154
|
+
}
|
1082
1155
|
|
1083
|
-
|
1084
|
-
sigFormat: SignatureFormat::PNG,
|
1156
|
+
response = blockchyp.deleteQueuedTransaction(request)
|
1085
1157
|
|
1086
|
-
|
1087
|
-
|
1158
|
+
puts "Response: #{response.inspect}"
|
1159
|
+
|
1160
|
+
|
1161
|
+
```
|
1162
|
+
|
1163
|
+
### Terminal Management Endpoints
|
1164
|
+
|
1165
|
+
|
1166
|
+
These APIs support terminal management functions and additional terminal
|
1167
|
+
features such as line item display, messages, and interactive prompts.
|
1168
|
+
These features can be used to extend a point of sale system's functionality.
|
1169
|
+
|
1170
|
+
|
1171
|
+
|
1172
|
+
#### Terminal Ping
|
1173
|
+
|
1174
|
+
|
1175
|
+
|
1176
|
+
* **API Credential Types:** Merchant
|
1177
|
+
* **Required Role:** Payment API Access
|
1178
|
+
|
1179
|
+
This simple test transaction helps ensure good communication with a payment terminal
|
1180
|
+
and is usually the first test you'll run in development.
|
1181
|
+
|
1182
|
+
It tests communication with the terminal and returns a positive response if everything
|
1183
|
+
is okay. It works the same way in local or cloud relay mode.
|
1184
|
+
|
1185
|
+
If you get a positive response, you've successfully verified all of the following:
|
1186
|
+
|
1187
|
+
* The terminal is online.
|
1188
|
+
* There is a valid route to the terminal.
|
1189
|
+
* The API Credentials are valid.
|
1190
|
+
|
1191
|
+
|
1192
|
+
|
1193
|
+
|
1194
|
+
```ruby
|
1195
|
+
# frozen_string_literal: true
|
1196
|
+
|
1197
|
+
require 'blockchyp'
|
1198
|
+
|
1199
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1200
|
+
ENV['BC_API_KEY'],
|
1201
|
+
ENV['BC_BEARER_TOKEN'],
|
1202
|
+
ENV['BC_SIGNING_KEY']
|
1203
|
+
)
|
1204
|
+
|
1205
|
+
# Set request parameters
|
1206
|
+
request = {
|
1207
|
+
terminalName: 'Test Terminal'
|
1088
1208
|
}
|
1089
1209
|
|
1090
|
-
response = blockchyp.
|
1210
|
+
response = blockchyp.ping(request)
|
1091
1211
|
|
1092
1212
|
puts "Response: #{response.inspect}"
|
1093
1213
|
|
1094
1214
|
|
1095
1215
|
```
|
1096
1216
|
|
1097
|
-
####
|
1217
|
+
#### Terminal Locate
|
1098
1218
|
|
1099
1219
|
|
1100
1220
|
|
1101
|
-
|
1221
|
+
* **API Credential Types:** Merchant
|
1222
|
+
* **Required Role:** Payment API Access
|
1102
1223
|
|
1103
|
-
|
1104
|
-
including `total`, `tax`, and `subtotal`.
|
1224
|
+
This endpoint returns a terminal's routing and location information.
|
1105
1225
|
|
1106
|
-
|
1107
|
-
|
1226
|
+
The result will indicate whether or not the terminal is in cloud relay mode and will
|
1227
|
+
return the local IP address if the terminal is in local mode.
|
1108
1228
|
|
1109
|
-
|
1110
|
-
`price`, but we strongly recommend you precalculate all the fields yourself
|
1111
|
-
to ensure consistency. Your treatment of floating-point multiplication and rounding
|
1112
|
-
may differ slightly from BlockChyp's, for example.
|
1229
|
+
The terminal will also return the public key for the terminal.
|
1113
1230
|
|
1114
|
-
**Discounts**
|
1115
1231
|
|
1116
|
-
|
1117
|
-
|
1118
|
-
|
1119
|
-
|
1232
|
+
|
1233
|
+
|
1234
|
+
```ruby
|
1235
|
+
# frozen_string_literal: true
|
1236
|
+
|
1237
|
+
require 'blockchyp'
|
1238
|
+
|
1239
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1240
|
+
ENV['BC_API_KEY'],
|
1241
|
+
ENV['BC_BEARER_TOKEN'],
|
1242
|
+
ENV['BC_SIGNING_KEY']
|
1243
|
+
)
|
1244
|
+
|
1245
|
+
# Set request parameters
|
1246
|
+
request = {
|
1247
|
+
terminalName: 'Test Terminal'
|
1248
|
+
}
|
1249
|
+
|
1250
|
+
response = blockchyp.locate(request)
|
1251
|
+
|
1252
|
+
puts "Response: #{response.inspect}"
|
1253
|
+
|
1254
|
+
|
1255
|
+
```
|
1256
|
+
|
1257
|
+
#### Terminal Clear
|
1258
|
+
|
1259
|
+
|
1260
|
+
|
1261
|
+
* **API Credential Types:** Merchant
|
1262
|
+
* **Required Role:** Payment API Access
|
1263
|
+
|
1264
|
+
This API interrupts whatever a terminal may be doing and returns it to the
|
1265
|
+
idle state.
|
1266
|
+
|
1120
1267
|
|
1121
1268
|
|
1122
1269
|
|
@@ -1135,66 +1282,1705 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1135
1282
|
# Set request parameters
|
1136
1283
|
request = {
|
1137
1284
|
test: true,
|
1138
|
-
terminalName: 'Test Terminal'
|
1139
|
-
transaction: {
|
1140
|
-
subtotal: '60.00',
|
1141
|
-
tax: '5.00',
|
1142
|
-
total: '65.00',
|
1143
|
-
items: [
|
1144
|
-
{
|
1145
|
-
description: 'Leki Trekking Poles',
|
1146
|
-
price: '35.00',
|
1147
|
-
quantity: 2,
|
1148
|
-
extended: '70.00',
|
1149
|
-
discounts: [
|
1150
|
-
{
|
1151
|
-
description: 'memberDiscount',
|
1152
|
-
amount: '10.00'
|
1153
|
-
}
|
1154
|
-
]
|
1155
|
-
}
|
1156
|
-
]
|
1157
|
-
}
|
1285
|
+
terminalName: 'Test Terminal'
|
1158
1286
|
}
|
1159
1287
|
|
1160
|
-
response = blockchyp.
|
1288
|
+
response = blockchyp.clear(request)
|
1161
1289
|
|
1162
1290
|
puts "Response: #{response.inspect}"
|
1163
1291
|
|
1164
1292
|
|
1165
1293
|
```
|
1166
1294
|
|
1167
|
-
####
|
1295
|
+
#### Terminal Status
|
1168
1296
|
|
1169
1297
|
|
1170
1298
|
|
1171
|
-
|
1172
|
-
|
1299
|
+
* **API Credential Types:** Merchant
|
1300
|
+
* **Required Role:** Payment API Access
|
1173
1301
|
|
1174
|
-
This
|
1175
|
-
|
1176
|
-
terminal that's changed, which usually means the new line item and updated totals.
|
1302
|
+
This API returns the current status of a payment terminal. This is typically used
|
1303
|
+
as a way to determine if the terminal is busy before sending a new transaction.
|
1177
1304
|
|
1178
|
-
If the terminal is
|
1179
|
-
|
1305
|
+
If the terminal is busy, `idle` will be false and the `status` field will return
|
1306
|
+
a short string that indicates the transaction type currently in progress. The system
|
1307
|
+
will also return the timestamp of the last status change in the `since` field.
|
1180
1308
|
|
1181
|
-
|
1182
|
-
|
1309
|
+
If the system is running a payment transaction and you wisely passed in a
|
1310
|
+
Transaction Ref, this API will also return the Transaction Ref of the in progress
|
1311
|
+
transaction.
|
1183
1312
|
|
1184
|
-
You can also send line item level data and each line item can have a `description`,
|
1185
|
-
`qty`, `price`, and `extended` price.
|
1186
1313
|
|
1187
|
-
If you fail to send an extended price, BlockChyp will multiply the `qty` by the
|
1188
|
-
`price`, but we strongly recommend you precalculate all the fields yourself
|
1189
|
-
to ensure consistency. Your treatment of floating-point multiplication and rounding
|
1190
|
-
may differ slightly from BlockChyp's, for example.
|
1191
1314
|
|
1192
|
-
**Discounts**
|
1193
1315
|
|
1194
|
-
|
1195
|
-
|
1196
|
-
|
1197
|
-
|
1316
|
+
```ruby
|
1317
|
+
# frozen_string_literal: true
|
1318
|
+
|
1319
|
+
require 'blockchyp'
|
1320
|
+
|
1321
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1322
|
+
ENV['BC_API_KEY'],
|
1323
|
+
ENV['BC_BEARER_TOKEN'],
|
1324
|
+
ENV['BC_SIGNING_KEY']
|
1325
|
+
)
|
1326
|
+
|
1327
|
+
# Set request parameters
|
1328
|
+
request = {
|
1329
|
+
terminalName: 'Test Terminal'
|
1330
|
+
}
|
1331
|
+
|
1332
|
+
response = blockchyp.terminalStatus(request)
|
1333
|
+
|
1334
|
+
puts "Response: #{response.inspect}"
|
1335
|
+
|
1336
|
+
|
1337
|
+
```
|
1338
|
+
|
1339
|
+
#### Capture Signature
|
1340
|
+
|
1341
|
+
|
1342
|
+
|
1343
|
+
* **API Credential Types:** Merchant
|
1344
|
+
* **Required Role:** Payment API Access
|
1345
|
+
|
1346
|
+
This endpoint captures a written signature from the terminal and returns the
|
1347
|
+
image.
|
1348
|
+
|
1349
|
+
Unlike the Terms & Conditions API, this endpoint performs basic signature
|
1350
|
+
capture with no agreement display or signature archival.
|
1351
|
+
|
1352
|
+
Under the hood, signatures are captured in a proprietary vector format and
|
1353
|
+
must be converted to a common raster format in order to be useful to most
|
1354
|
+
applications. At a minimum, you must specify an image format using the
|
1355
|
+
`sigFormat` parameter. Currently, JPG and PNG are supported.
|
1356
|
+
|
1357
|
+
By default, images are returned in the JSON response as hex encoded binary.
|
1358
|
+
You can redirect the binary image output to a file using the `sigFile`
|
1359
|
+
parameter.
|
1360
|
+
|
1361
|
+
You can also scale the output image to your preferred width by
|
1362
|
+
passing in a `sigWidth` parameter. The image will be scaled to that
|
1363
|
+
width, preserving the aspect ratio of the original image.
|
1364
|
+
|
1365
|
+
|
1366
|
+
|
1367
|
+
|
1368
|
+
```ruby
|
1369
|
+
# frozen_string_literal: true
|
1370
|
+
|
1371
|
+
require 'blockchyp'
|
1372
|
+
|
1373
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1374
|
+
ENV['BC_API_KEY'],
|
1375
|
+
ENV['BC_BEARER_TOKEN'],
|
1376
|
+
ENV['BC_SIGNING_KEY']
|
1377
|
+
)
|
1378
|
+
|
1379
|
+
# Set request parameters
|
1380
|
+
request = {
|
1381
|
+
terminalName: 'Test Terminal',
|
1382
|
+
|
1383
|
+
# File format for the signature image.
|
1384
|
+
sigFormat: SignatureFormat::PNG,
|
1385
|
+
|
1386
|
+
# Width of the signature image in pixels.
|
1387
|
+
sigWidth: 200
|
1388
|
+
}
|
1389
|
+
|
1390
|
+
response = blockchyp.captureSignature(request)
|
1391
|
+
|
1392
|
+
puts "Response: #{response.inspect}"
|
1393
|
+
|
1394
|
+
|
1395
|
+
```
|
1396
|
+
|
1397
|
+
#### New Transaction Display
|
1398
|
+
|
1399
|
+
|
1400
|
+
|
1401
|
+
* **API Credential Types:** Merchant
|
1402
|
+
* **Required Role:** Payment API Access
|
1403
|
+
|
1404
|
+
This API sends totals and line item level data to the terminal.
|
1405
|
+
|
1406
|
+
At a minimum, you should send total information as part of a display request,
|
1407
|
+
including `total`, `tax`, and `subtotal`.
|
1408
|
+
|
1409
|
+
You can also send line item level data and each line item can have a `description`,
|
1410
|
+
`qty`, `price`, and `extended` price.
|
1411
|
+
|
1412
|
+
If you fail to send an extended price, BlockChyp will multiply the `qty` by the
|
1413
|
+
`price`. However, we strongly recommend you precalculate all the fields yourself
|
1414
|
+
to ensure consistency. For example, your treatment of floating-point multiplication
|
1415
|
+
and rounding may differ slightly from BlockChyp's.
|
1416
|
+
|
1417
|
+
**Discounts**
|
1418
|
+
|
1419
|
+
You have the option to show discounts on the display as individual line items
|
1420
|
+
with negative values or you can associate discounts with a specific line item.
|
1421
|
+
You can apply any number of discounts to an individual line item with a description
|
1422
|
+
and amount.
|
1423
|
+
|
1424
|
+
|
1425
|
+
|
1426
|
+
|
1427
|
+
```ruby
|
1428
|
+
# frozen_string_literal: true
|
1429
|
+
|
1430
|
+
require 'blockchyp'
|
1431
|
+
|
1432
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1433
|
+
ENV['BC_API_KEY'],
|
1434
|
+
ENV['BC_BEARER_TOKEN'],
|
1435
|
+
ENV['BC_SIGNING_KEY']
|
1436
|
+
)
|
1437
|
+
|
1438
|
+
# Set request parameters
|
1439
|
+
request = {
|
1440
|
+
test: true,
|
1441
|
+
terminalName: 'Test Terminal',
|
1442
|
+
transaction: {
|
1443
|
+
subtotal: '60.00',
|
1444
|
+
tax: '5.00',
|
1445
|
+
total: '65.00',
|
1446
|
+
items: [
|
1447
|
+
{
|
1448
|
+
description: 'Leki Trekking Poles',
|
1449
|
+
price: '35.00',
|
1450
|
+
quantity: 2,
|
1451
|
+
extended: '70.00',
|
1452
|
+
discounts: [
|
1453
|
+
{
|
1454
|
+
description: 'memberDiscount',
|
1455
|
+
amount: '10.00'
|
1456
|
+
}
|
1457
|
+
]
|
1458
|
+
}
|
1459
|
+
]
|
1460
|
+
}
|
1461
|
+
}
|
1462
|
+
|
1463
|
+
response = blockchyp.newTransactionDisplay(request)
|
1464
|
+
|
1465
|
+
puts "Response: #{response.inspect}"
|
1466
|
+
|
1467
|
+
|
1468
|
+
```
|
1469
|
+
|
1470
|
+
#### Update Transaction Display
|
1471
|
+
|
1472
|
+
|
1473
|
+
|
1474
|
+
* **API Credential Types:** Merchant
|
1475
|
+
* **Required Role:** Payment API Access
|
1476
|
+
|
1477
|
+
Similar to *New Transaction Display*, this variant allows developers to update
|
1478
|
+
line item level data currently being displayed on the terminal.
|
1479
|
+
|
1480
|
+
This feature is designed for situations where you want to update the terminal display as
|
1481
|
+
items are scanned. You'll only have to send information to the
|
1482
|
+
terminal that's changed, which usually means the new line item and updated totals.
|
1483
|
+
|
1484
|
+
If the terminal is not in line item display mode and you invoke this endpoint,
|
1485
|
+
the first invocation will behave like a *New Transaction Display* call.
|
1486
|
+
|
1487
|
+
At a minimum, you should send total information as part of a display request,
|
1488
|
+
including `total`, `tax`, and `subtotal`.
|
1489
|
+
|
1490
|
+
You can also send line item level data and each line item can have a `description`,
|
1491
|
+
`qty`, `price`, and `extended` price.
|
1492
|
+
|
1493
|
+
If you fail to send an extended price, BlockChyp will multiply the `qty` by the
|
1494
|
+
`price`. However, we strongly recommend you precalculate all the fields yourself
|
1495
|
+
to ensure consistency. For example, your treatment of floating-point multiplication and rounding
|
1496
|
+
may differ slightly from BlockChyp's.
|
1497
|
+
|
1498
|
+
**Discounts**
|
1499
|
+
|
1500
|
+
You have the option to show discounts on the display as individual line items
|
1501
|
+
with negative values or you can associate discounts with a specific line item.
|
1502
|
+
You can apply any number of discounts to an individual line item with a description
|
1503
|
+
and amount.
|
1504
|
+
|
1505
|
+
|
1506
|
+
|
1507
|
+
|
1508
|
+
```ruby
|
1509
|
+
# frozen_string_literal: true
|
1510
|
+
|
1511
|
+
require 'blockchyp'
|
1512
|
+
|
1513
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1514
|
+
ENV['BC_API_KEY'],
|
1515
|
+
ENV['BC_BEARER_TOKEN'],
|
1516
|
+
ENV['BC_SIGNING_KEY']
|
1517
|
+
)
|
1518
|
+
|
1519
|
+
# Set request parameters
|
1520
|
+
request = {
|
1521
|
+
test: true,
|
1522
|
+
terminalName: 'Test Terminal',
|
1523
|
+
transaction: {
|
1524
|
+
subtotal: '60.00',
|
1525
|
+
tax: '5.00',
|
1526
|
+
total: '65.00',
|
1527
|
+
items: [
|
1528
|
+
{
|
1529
|
+
description: 'Leki Trekking Poles',
|
1530
|
+
price: '35.00',
|
1531
|
+
quantity: 2,
|
1532
|
+
extended: '70.00',
|
1533
|
+
discounts: [
|
1534
|
+
{
|
1535
|
+
description: 'memberDiscount',
|
1536
|
+
amount: '10.00'
|
1537
|
+
}
|
1538
|
+
]
|
1539
|
+
}
|
1540
|
+
]
|
1541
|
+
}
|
1542
|
+
}
|
1543
|
+
|
1544
|
+
response = blockchyp.updateTransactionDisplay(request)
|
1545
|
+
|
1546
|
+
puts "Response: #{response.inspect}"
|
1547
|
+
|
1548
|
+
|
1549
|
+
```
|
1550
|
+
|
1551
|
+
#### Display Message
|
1552
|
+
|
1553
|
+
|
1554
|
+
|
1555
|
+
* **API Credential Types:** Merchant
|
1556
|
+
* **Required Role:** Payment API Access
|
1557
|
+
|
1558
|
+
This API displays a message on the payment terminal.
|
1559
|
+
|
1560
|
+
Just specify the target terminal and the message using the `message` parameter.
|
1561
|
+
|
1562
|
+
|
1563
|
+
|
1564
|
+
|
1565
|
+
```ruby
|
1566
|
+
# frozen_string_literal: true
|
1567
|
+
|
1568
|
+
require 'blockchyp'
|
1569
|
+
|
1570
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1571
|
+
ENV['BC_API_KEY'],
|
1572
|
+
ENV['BC_BEARER_TOKEN'],
|
1573
|
+
ENV['BC_SIGNING_KEY']
|
1574
|
+
)
|
1575
|
+
|
1576
|
+
# Set request parameters
|
1577
|
+
request = {
|
1578
|
+
test: true,
|
1579
|
+
terminalName: 'Test Terminal',
|
1580
|
+
message: 'Thank you for your business.'
|
1581
|
+
}
|
1582
|
+
|
1583
|
+
response = blockchyp.message(request)
|
1584
|
+
|
1585
|
+
puts "Response: #{response.inspect}"
|
1586
|
+
|
1587
|
+
|
1588
|
+
```
|
1589
|
+
|
1590
|
+
#### Boolean Prompt
|
1591
|
+
|
1592
|
+
|
1593
|
+
|
1594
|
+
* **API Credential Types:** Merchant
|
1595
|
+
* **Required Role:** Payment API Access
|
1596
|
+
|
1597
|
+
This API Pprompts the customer to answer a yes or no question.
|
1598
|
+
|
1599
|
+
You can specify the question or prompt with the `prompt` parameter and
|
1600
|
+
the response is returned in the `response` field.
|
1601
|
+
|
1602
|
+
This can be used for a number of use cases including starting a loyalty enrollment
|
1603
|
+
workflow or customer facing suggestive selling prompts.
|
1604
|
+
|
1605
|
+
**Custom Captions**
|
1606
|
+
|
1607
|
+
You can optionally override the "YES" and "NO" button captions by
|
1608
|
+
using the `yesCaption` and `noCaption` request parameters.
|
1609
|
+
|
1610
|
+
|
1611
|
+
|
1612
|
+
|
1613
|
+
```ruby
|
1614
|
+
# frozen_string_literal: true
|
1615
|
+
|
1616
|
+
require 'blockchyp'
|
1617
|
+
|
1618
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1619
|
+
ENV['BC_API_KEY'],
|
1620
|
+
ENV['BC_BEARER_TOKEN'],
|
1621
|
+
ENV['BC_SIGNING_KEY']
|
1622
|
+
)
|
1623
|
+
|
1624
|
+
# Set request parameters
|
1625
|
+
request = {
|
1626
|
+
test: true,
|
1627
|
+
terminalName: 'Test Terminal',
|
1628
|
+
prompt: 'Would you like to become a member?',
|
1629
|
+
yesCaption: 'Yes',
|
1630
|
+
noCaption: 'No'
|
1631
|
+
}
|
1632
|
+
|
1633
|
+
response = blockchyp.booleanPrompt(request)
|
1634
|
+
|
1635
|
+
puts "Response: #{response.inspect}"
|
1636
|
+
|
1637
|
+
|
1638
|
+
```
|
1639
|
+
|
1640
|
+
#### Text Prompt
|
1641
|
+
|
1642
|
+
|
1643
|
+
|
1644
|
+
* **API Credential Types:** Merchant
|
1645
|
+
* **Required Role:** Payment API Access
|
1646
|
+
|
1647
|
+
This API prompts the customer to enter numeric or alphanumeric data.
|
1648
|
+
|
1649
|
+
Due to PCI rules, free-form prompts are not permitted when the response
|
1650
|
+
could be any valid string. The reason for this is that a malicious
|
1651
|
+
developer (not you, of course) could use text prompts to ask the customer to
|
1652
|
+
input a card number or PIN code.
|
1653
|
+
|
1654
|
+
This means that instead of providing a prompt, you provide a `promptType` instead.
|
1655
|
+
|
1656
|
+
The prompt types currently supported are listed below:
|
1657
|
+
|
1658
|
+
* **phone**: Captures a phone number.
|
1659
|
+
* **email**: Captures an email address.
|
1660
|
+
* **first-name**: Captures a first name.
|
1661
|
+
* **last-name**: Captures a last name.
|
1662
|
+
* **customer-number**: Captures a customer number.
|
1663
|
+
* **rewards-number**: Captures a rewards number.
|
1664
|
+
|
1665
|
+
You can specify the prompt with the `promptType` parameter and
|
1666
|
+
the response is returned in the `response` field.
|
1667
|
+
|
1668
|
+
|
1669
|
+
|
1670
|
+
|
1671
|
+
|
1672
|
+
```ruby
|
1673
|
+
# frozen_string_literal: true
|
1674
|
+
|
1675
|
+
require 'blockchyp'
|
1676
|
+
|
1677
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1678
|
+
ENV['BC_API_KEY'],
|
1679
|
+
ENV['BC_BEARER_TOKEN'],
|
1680
|
+
ENV['BC_SIGNING_KEY']
|
1681
|
+
)
|
1682
|
+
|
1683
|
+
# Set request parameters
|
1684
|
+
request = {
|
1685
|
+
test: true,
|
1686
|
+
terminalName: 'Test Terminal',
|
1687
|
+
|
1688
|
+
# Type of prompt. Can be 'email', 'phone', 'customer-number', or
|
1689
|
+
# 'rewards-number'.
|
1690
|
+
promptType: PromptType::EMAIL
|
1691
|
+
}
|
1692
|
+
|
1693
|
+
response = blockchyp.textPrompt(request)
|
1694
|
+
|
1695
|
+
puts "Response: #{response.inspect}"
|
1696
|
+
|
1697
|
+
|
1698
|
+
```
|
1699
|
+
|
1700
|
+
#### List Terminals
|
1701
|
+
|
1702
|
+
|
1703
|
+
|
1704
|
+
* **API Credential Types:** Merchant & Partner
|
1705
|
+
* **Required Role:** Terminal Management
|
1706
|
+
|
1707
|
+
This API returns details about terminals associated with a merchant account.
|
1708
|
+
|
1709
|
+
Status and resource information is returned for all terminals along with a preview of the
|
1710
|
+
current branding image displayed on the terminal
|
1711
|
+
|
1712
|
+
|
1713
|
+
|
1714
|
+
|
1715
|
+
```ruby
|
1716
|
+
# frozen_string_literal: true
|
1717
|
+
|
1718
|
+
require 'blockchyp'
|
1719
|
+
|
1720
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1721
|
+
ENV['BC_API_KEY'],
|
1722
|
+
ENV['BC_BEARER_TOKEN'],
|
1723
|
+
ENV['BC_SIGNING_KEY']
|
1724
|
+
)
|
1725
|
+
|
1726
|
+
# Set request parameters
|
1727
|
+
request = {
|
1728
|
+
}
|
1729
|
+
|
1730
|
+
response = blockchyp.terminals(request)
|
1731
|
+
|
1732
|
+
puts "Response: #{response.inspect}"
|
1733
|
+
|
1734
|
+
|
1735
|
+
```
|
1736
|
+
|
1737
|
+
#### Deactivate Terminal
|
1738
|
+
|
1739
|
+
|
1740
|
+
|
1741
|
+
* **API Credential Types:** Merchant & Partner
|
1742
|
+
* **Required Role:** Terminal Management
|
1743
|
+
|
1744
|
+
This API deactivates a payment terminal.
|
1745
|
+
|
1746
|
+
If the terminal exists and is currently online, it will be removed from the merchant's
|
1747
|
+
terminal inventory. The terminal will be remotely cleared and factory reset.
|
1748
|
+
|
1749
|
+
|
1750
|
+
|
1751
|
+
|
1752
|
+
```ruby
|
1753
|
+
# frozen_string_literal: true
|
1754
|
+
|
1755
|
+
require 'blockchyp'
|
1756
|
+
|
1757
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1758
|
+
ENV['BC_API_KEY'],
|
1759
|
+
ENV['BC_BEARER_TOKEN'],
|
1760
|
+
ENV['BC_SIGNING_KEY']
|
1761
|
+
)
|
1762
|
+
|
1763
|
+
# Set request parameters
|
1764
|
+
request = {
|
1765
|
+
terminalId: '<TERMINAL ID>'
|
1766
|
+
}
|
1767
|
+
|
1768
|
+
response = blockchyp.deactivateTerminal(request)
|
1769
|
+
|
1770
|
+
puts "Response: #{response.inspect}"
|
1771
|
+
|
1772
|
+
|
1773
|
+
```
|
1774
|
+
|
1775
|
+
#### Activate Terminal
|
1776
|
+
|
1777
|
+
|
1778
|
+
|
1779
|
+
* **API Credential Types:** Merchant & Partner
|
1780
|
+
* **Required Role:** Terminal Management
|
1781
|
+
|
1782
|
+
This API activates a payment terminal.
|
1783
|
+
|
1784
|
+
If successful, the payment terminal will restart, generate new encryption keys, and download any active
|
1785
|
+
branding assets for the merchant account it's been added to.
|
1786
|
+
|
1787
|
+
Activation requests require an activation code and a unique terminal name. All terminal names must be unique across
|
1788
|
+
a merchant account.
|
1789
|
+
|
1790
|
+
Optional Parameters
|
1791
|
+
|
1792
|
+
* **merchantId:** For partner scoped API credentials, a merchant ID is required. For merchant scoped API credentials, the merchant ID is implicit and cannot be overridden.
|
1793
|
+
* **cloudRelay:** Activates the terminal in cloud relay mode.
|
1794
|
+
|
1795
|
+
|
1796
|
+
|
1797
|
+
```ruby
|
1798
|
+
# frozen_string_literal: true
|
1799
|
+
|
1800
|
+
require 'blockchyp'
|
1801
|
+
|
1802
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1803
|
+
ENV['BC_API_KEY'],
|
1804
|
+
ENV['BC_BEARER_TOKEN'],
|
1805
|
+
ENV['BC_SIGNING_KEY']
|
1806
|
+
)
|
1807
|
+
|
1808
|
+
# Set request parameters
|
1809
|
+
request = {
|
1810
|
+
terminalName: 'Test Terminal',
|
1811
|
+
activationCode: '<ACTIVATION CODE>'
|
1812
|
+
}
|
1813
|
+
|
1814
|
+
response = blockchyp.activateTerminal(request)
|
1815
|
+
|
1816
|
+
puts "Response: #{response.inspect}"
|
1817
|
+
|
1818
|
+
|
1819
|
+
```
|
1820
|
+
|
1821
|
+
#### Reboot Terminal
|
1822
|
+
|
1823
|
+
|
1824
|
+
|
1825
|
+
* **API Credential Types:** Merchant
|
1826
|
+
* **Required Role:** Payment API Access
|
1827
|
+
|
1828
|
+
This API reboots the terminal.
|
1829
|
+
|
1830
|
+
|
1831
|
+
|
1832
|
+
|
1833
|
+
```ruby
|
1834
|
+
# frozen_string_literal: true
|
1835
|
+
|
1836
|
+
require 'blockchyp'
|
1837
|
+
|
1838
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1839
|
+
ENV['BC_API_KEY'],
|
1840
|
+
ENV['BC_BEARER_TOKEN'],
|
1841
|
+
ENV['BC_SIGNING_KEY']
|
1842
|
+
)
|
1843
|
+
|
1844
|
+
# Set request parameters
|
1845
|
+
request = {
|
1846
|
+
terminalName: 'Test Terminal'
|
1847
|
+
}
|
1848
|
+
|
1849
|
+
response = blockchyp.reboot(request)
|
1850
|
+
|
1851
|
+
puts "Response: #{response.inspect}"
|
1852
|
+
|
1853
|
+
|
1854
|
+
```
|
1855
|
+
|
1856
|
+
### Terms & Conditions Endpoints
|
1857
|
+
|
1858
|
+
|
1859
|
+
Developers can use BlockChyp to display and capture acceptance of contracts or agreements related to transactions.
|
1860
|
+
These agreements can be any long-form contract ranging from rental agreements to HIPPA disclosures.
|
1861
|
+
|
1862
|
+
There are two basic approaches to terms and conditions capture. Merchants can store contract templates in
|
1863
|
+
BlockChyp or they can send the full agreement text as part of every API call. The right approach will largely
|
1864
|
+
depend on whether or not the system being integrated with BlockChyp already has a mechanism for organizing
|
1865
|
+
and managing agreements. For systems that already have this feature built in, it's probably not necessary
|
1866
|
+
to use Terms and Conditions.
|
1867
|
+
|
1868
|
+
When agreements are displayed on a terminal, the consumer can scroll through and read the entire agreement,
|
1869
|
+
and provide a signature. Results are returned as part of the API response, but BlockChyp also stores a
|
1870
|
+
record of the agreement including the signature image, timestamp, and the full text of the agreement that was
|
1871
|
+
agreed to.
|
1872
|
+
|
1873
|
+
The Terms and Conditions Log APIs can be used to search and retrieve acceptance records. Those records
|
1874
|
+
can also be linked to a transaction if a transaction id is provided with the original API request.
|
1875
|
+
|
1876
|
+
|
1877
|
+
|
1878
|
+
#### Terms & Conditions Capture
|
1879
|
+
|
1880
|
+
|
1881
|
+
|
1882
|
+
* **API Credential Types:** Merchant
|
1883
|
+
* **Required Role:** Terms & Conditions Management
|
1884
|
+
|
1885
|
+
This API allows you to prompt a customer to accept a legal agreement on the terminal
|
1886
|
+
and (usually) capture their signature.
|
1887
|
+
|
1888
|
+
Content for the agreement can be specified in two ways. You can reference a
|
1889
|
+
previously configured T&C template or pass in the full agreement text with every request.
|
1890
|
+
|
1891
|
+
**Using Templates**
|
1892
|
+
|
1893
|
+
If your application doesn't keep track of agreements you can leverage BlockChyp's
|
1894
|
+
template system. You can create any number of T&C Templates in the merchant dashboard
|
1895
|
+
and pass in the `tcAlias` flag to specify which one should display.
|
1896
|
+
|
1897
|
+
**Raw Content**
|
1898
|
+
|
1899
|
+
If your system keeps track of the agreement language or executes complicated merging
|
1900
|
+
and rendering logic, you can bypass our template system and pass in the full text with
|
1901
|
+
every transaction. Use `tcName` to pass in the agreement name and `tcContent` to
|
1902
|
+
pass in the contract text. Note that only plain text is supported.
|
1903
|
+
|
1904
|
+
**Bypassing Signatures**
|
1905
|
+
|
1906
|
+
Signature images are captured by default. If for some reason this doesn't fit your
|
1907
|
+
use case and you'd like to capture acceptance without actually capturing a signature image, set
|
1908
|
+
the `disableSignature` flag in the request.
|
1909
|
+
|
1910
|
+
**Terms & Conditions Log**
|
1911
|
+
|
1912
|
+
Every time a user accepts an agreement on the terminal, the signature image (if captured),
|
1913
|
+
will be uploaded to the gateway. The image will also be added to the log along with the full text of the
|
1914
|
+
agreement. This preserves the historical record in the event that standard agreements
|
1915
|
+
or templates change over time.
|
1916
|
+
|
1917
|
+
**Associating Agreements with Transactions**
|
1918
|
+
|
1919
|
+
To associate a Terms & Conditions log entry with a transaction, just pass in the
|
1920
|
+
Transaction ID or Transaction Ref for the associated transaction.
|
1921
|
+
|
1922
|
+
|
1923
|
+
|
1924
|
+
|
1925
|
+
|
1926
|
+
```ruby
|
1927
|
+
# frozen_string_literal: true
|
1928
|
+
|
1929
|
+
require 'blockchyp'
|
1930
|
+
|
1931
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1932
|
+
ENV['BC_API_KEY'],
|
1933
|
+
ENV['BC_BEARER_TOKEN'],
|
1934
|
+
ENV['BC_SIGNING_KEY']
|
1935
|
+
)
|
1936
|
+
|
1937
|
+
# Set request parameters
|
1938
|
+
request = {
|
1939
|
+
test: true,
|
1940
|
+
terminalName: 'Test Terminal',
|
1941
|
+
|
1942
|
+
# Alias for a Terms and Conditions template configured in the BlockChyp
|
1943
|
+
# dashboard.
|
1944
|
+
tcAlias: 'hippa',
|
1945
|
+
|
1946
|
+
# Name of the contract or document if not using an alias.
|
1947
|
+
tcName: 'HIPPA Disclosure',
|
1948
|
+
|
1949
|
+
# Full text of the contract or disclosure if not using an alias.
|
1950
|
+
tcContent: 'Full contract text',
|
1951
|
+
|
1952
|
+
# File format for the signature image.
|
1953
|
+
sigFormat: SignatureFormat::PNG,
|
1954
|
+
|
1955
|
+
# Width of the signature image in pixels.
|
1956
|
+
sigWidth: 200,
|
1957
|
+
|
1958
|
+
# Whether or not a signature is required. Defaults to true.
|
1959
|
+
sigRequired: true
|
1960
|
+
}
|
1961
|
+
|
1962
|
+
response = blockchyp.termsAndConditions(request)
|
1963
|
+
|
1964
|
+
puts "Response: #{response.inspect}"
|
1965
|
+
|
1966
|
+
|
1967
|
+
```
|
1968
|
+
|
1969
|
+
#### List Templates
|
1970
|
+
|
1971
|
+
|
1972
|
+
|
1973
|
+
* **API Credential Types:** Merchant
|
1974
|
+
* **Required Role:** Terms & Conditions Management
|
1975
|
+
|
1976
|
+
This API returns all terms and conditions templates associated with a merchant account.
|
1977
|
+
|
1978
|
+
|
1979
|
+
|
1980
|
+
|
1981
|
+
```ruby
|
1982
|
+
# frozen_string_literal: true
|
1983
|
+
|
1984
|
+
require 'blockchyp'
|
1985
|
+
|
1986
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
1987
|
+
ENV['BC_API_KEY'],
|
1988
|
+
ENV['BC_BEARER_TOKEN'],
|
1989
|
+
ENV['BC_SIGNING_KEY']
|
1990
|
+
)
|
1991
|
+
|
1992
|
+
# Set request parameters
|
1993
|
+
request = {
|
1994
|
+
}
|
1995
|
+
|
1996
|
+
response = blockchyp.tcTemplates(request)
|
1997
|
+
|
1998
|
+
puts "Response: #{response.inspect}"
|
1999
|
+
|
2000
|
+
|
2001
|
+
```
|
2002
|
+
|
2003
|
+
#### Get Template
|
2004
|
+
|
2005
|
+
|
2006
|
+
|
2007
|
+
* **API Credential Types:** Merchant
|
2008
|
+
* **Required Role:** Terms & Conditions Management
|
2009
|
+
|
2010
|
+
This API returns as single terms and conditions template.
|
2011
|
+
|
2012
|
+
|
2013
|
+
|
2014
|
+
|
2015
|
+
```ruby
|
2016
|
+
# frozen_string_literal: true
|
2017
|
+
|
2018
|
+
require 'blockchyp'
|
2019
|
+
|
2020
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2021
|
+
ENV['BC_API_KEY'],
|
2022
|
+
ENV['BC_BEARER_TOKEN'],
|
2023
|
+
ENV['BC_SIGNING_KEY']
|
2024
|
+
)
|
2025
|
+
|
2026
|
+
# Set request parameters
|
2027
|
+
request = {
|
2028
|
+
templateId: '<TEMPLATE ID>'
|
2029
|
+
}
|
2030
|
+
|
2031
|
+
response = blockchyp.tcTemplate(request)
|
2032
|
+
|
2033
|
+
puts "Response: #{response.inspect}"
|
2034
|
+
|
2035
|
+
|
2036
|
+
```
|
2037
|
+
|
2038
|
+
#### Update Template
|
2039
|
+
|
2040
|
+
|
2041
|
+
|
2042
|
+
* **API Credential Types:** Merchant
|
2043
|
+
* **Required Role:** Terms & Conditions Management
|
2044
|
+
|
2045
|
+
This API updates or creates a terms and conditions template.
|
2046
|
+
|
2047
|
+
Terms and conditions templates are fairly simple and essentially consist of a name, content, and alias.
|
2048
|
+
|
2049
|
+
The name is the caption that will be displayed at the top of the screen. The alias is a code or short
|
2050
|
+
description that will be used in subsequence API calls to refer to the template.
|
2051
|
+
|
2052
|
+
Content is the full text of the contract or agreement. Currently, no special formatting or
|
2053
|
+
merge behavior is supported. Only plain text is supported.
|
2054
|
+
|
2055
|
+
|
2056
|
+
|
2057
|
+
|
2058
|
+
```ruby
|
2059
|
+
# frozen_string_literal: true
|
2060
|
+
|
2061
|
+
require 'blockchyp'
|
2062
|
+
|
2063
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2064
|
+
ENV['BC_API_KEY'],
|
2065
|
+
ENV['BC_BEARER_TOKEN'],
|
2066
|
+
ENV['BC_SIGNING_KEY']
|
2067
|
+
)
|
2068
|
+
|
2069
|
+
# Set request parameters
|
2070
|
+
request = {
|
2071
|
+
alias: 'HIPPA',
|
2072
|
+
name: 'HIPPA Disclosure',
|
2073
|
+
content: 'Lorem ipsum dolor sit amet.'
|
2074
|
+
}
|
2075
|
+
|
2076
|
+
response = blockchyp.tcUpdateTemplate(request)
|
2077
|
+
|
2078
|
+
puts "Response: #{response.inspect}"
|
2079
|
+
|
2080
|
+
|
2081
|
+
```
|
2082
|
+
|
2083
|
+
#### Delete Template
|
2084
|
+
|
2085
|
+
|
2086
|
+
|
2087
|
+
* **API Credential Types:** Merchant
|
2088
|
+
* **Required Role:** Terms & Conditions Management
|
2089
|
+
|
2090
|
+
This API deletes a terms and conditions template.
|
2091
|
+
|
2092
|
+
If a template is deleted, its alias can be reused and any previous Terms & Conditions log entry
|
2093
|
+
derived from the template being deleted is fully preserved since log entries always include
|
2094
|
+
a complete independent copy of the agreement text.
|
2095
|
+
|
2096
|
+
|
2097
|
+
|
2098
|
+
|
2099
|
+
```ruby
|
2100
|
+
# frozen_string_literal: true
|
2101
|
+
|
2102
|
+
require 'blockchyp'
|
2103
|
+
|
2104
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2105
|
+
ENV['BC_API_KEY'],
|
2106
|
+
ENV['BC_BEARER_TOKEN'],
|
2107
|
+
ENV['BC_SIGNING_KEY']
|
2108
|
+
)
|
2109
|
+
|
2110
|
+
# Set request parameters
|
2111
|
+
request = {
|
2112
|
+
templateId: '<TEMPLATE ID>'
|
2113
|
+
}
|
2114
|
+
|
2115
|
+
response = blockchyp.tcDeleteTemplate(request)
|
2116
|
+
|
2117
|
+
puts "Response: #{response.inspect}"
|
2118
|
+
|
2119
|
+
|
2120
|
+
```
|
2121
|
+
|
2122
|
+
#### Terms & Conditions Log
|
2123
|
+
|
2124
|
+
|
2125
|
+
|
2126
|
+
* **API Credential Types:** Merchant
|
2127
|
+
* **Required Role:** Terms & Conditions Management
|
2128
|
+
|
2129
|
+
This API allows developers to search and sort through terms and conditions log entries.
|
2130
|
+
|
2131
|
+
The default API call with no parameters will return the last 250 log entries in descending order.
|
2132
|
+
|
2133
|
+
Optional parameters can be used to filter and query the data set.
|
2134
|
+
|
2135
|
+
* **transactionId:** If provided, returns only those log entries associated with a specific transactions. Paging and date filters are ignored if this parameter is used.
|
2136
|
+
* **maxResults:** The max number of results to return in a single page. Defaults to 250 and 250 is the maximum value.
|
2137
|
+
* **startIndex** The zero based start index of results within the full result set to return. Used to advance pages. For example, if the page size is 10 and you wish to return the second page of results, send a startIndex of 10.
|
2138
|
+
* **startDate**: An optional start date for results provided as an ISO 8601 timestamp. (e.g. 2022-05-24T13:51:38+00:00)
|
2139
|
+
* **endDate**: An optional end date for results provided as an ISO 8601 timestamp. (e.g. 2022-05-24T13:51:38+00:00)
|
2140
|
+
|
2141
|
+
|
2142
|
+
|
2143
|
+
|
2144
|
+
```ruby
|
2145
|
+
# frozen_string_literal: true
|
2146
|
+
|
2147
|
+
require 'blockchyp'
|
2148
|
+
|
2149
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2150
|
+
ENV['BC_API_KEY'],
|
2151
|
+
ENV['BC_BEARER_TOKEN'],
|
2152
|
+
ENV['BC_SIGNING_KEY']
|
2153
|
+
)
|
2154
|
+
|
2155
|
+
# Set request parameters
|
2156
|
+
request = {
|
2157
|
+
logEntryId: '<LOG ENTRY ID>'
|
2158
|
+
}
|
2159
|
+
|
2160
|
+
response = blockchyp.tcLog(request)
|
2161
|
+
|
2162
|
+
puts "Response: #{response.inspect}"
|
2163
|
+
|
2164
|
+
|
2165
|
+
```
|
2166
|
+
|
2167
|
+
#### Terms & Conditions Details
|
2168
|
+
|
2169
|
+
|
2170
|
+
|
2171
|
+
* **API Credential Types:** Merchant
|
2172
|
+
* **Required Role:** Terms & Conditions Management
|
2173
|
+
|
2174
|
+
This API returns details for a single terms and conditions log entry. The `logEntryId` of the record to be returned is the only required parameter.
|
2175
|
+
|
2176
|
+
The signature image is returned as Base 64 encoded binary in the image format specified by the `sigFormat` field.
|
2177
|
+
The default format is PNG.
|
2178
|
+
|
2179
|
+
|
2180
|
+
|
2181
|
+
|
2182
|
+
```ruby
|
2183
|
+
# frozen_string_literal: true
|
2184
|
+
|
2185
|
+
require 'blockchyp'
|
2186
|
+
|
2187
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2188
|
+
ENV['BC_API_KEY'],
|
2189
|
+
ENV['BC_BEARER_TOKEN'],
|
2190
|
+
ENV['BC_SIGNING_KEY']
|
2191
|
+
)
|
2192
|
+
|
2193
|
+
# Set request parameters
|
2194
|
+
request = {
|
2195
|
+
logEntryId: '<ENTRY ID>'
|
2196
|
+
}
|
2197
|
+
|
2198
|
+
response = blockchyp.tcEntry(request)
|
2199
|
+
|
2200
|
+
puts "Response: #{response.inspect}"
|
2201
|
+
|
2202
|
+
|
2203
|
+
```
|
2204
|
+
|
2205
|
+
### Token Management
|
2206
|
+
|
2207
|
+
|
2208
|
+
BlockChyp supports saved payments and recurring payments through the use of tokens. Tokens can be created
|
2209
|
+
via the Enroll API or the web tokenizer. Once created, these tokens can be used for subsequent payments
|
2210
|
+
or associated with customer records as saved payment methods.
|
2211
|
+
|
2212
|
+
Tokens are limited to a single merchant by default, but can be shared across an organization for multi-location
|
2213
|
+
merchants by special arrangement with BlockChyp. Contact your BlockChyp rep to setup token sharing.
|
2214
|
+
|
2215
|
+
|
2216
|
+
|
2217
|
+
#### Enroll
|
2218
|
+
|
2219
|
+
|
2220
|
+
|
2221
|
+
* **API Credential Types:** Merchant
|
2222
|
+
* **Required Role:** Payment API Access
|
2223
|
+
|
2224
|
+
This API allows you to tokenize and enroll a payment method in the token
|
2225
|
+
vault. You can also pass in customer information and associate the
|
2226
|
+
payment method with a customer record.
|
2227
|
+
|
2228
|
+
A token is returned in the response that can be used in subsequent charge,
|
2229
|
+
preauth, and refund transactions.
|
2230
|
+
|
2231
|
+
**Gift Cards and EBT**
|
2232
|
+
|
2233
|
+
Gift Cards and EBT cards cannot be tokenized.
|
2234
|
+
|
2235
|
+
**E-Commerce Tokens**
|
2236
|
+
|
2237
|
+
The tokens returned by the enroll API and the e-commerce web tokenizer
|
2238
|
+
are the same tokens and can be used interchangeably.
|
2239
|
+
|
2240
|
+
|
2241
|
+
|
2242
|
+
|
2243
|
+
```ruby
|
2244
|
+
# frozen_string_literal: true
|
2245
|
+
|
2246
|
+
require 'blockchyp'
|
2247
|
+
|
2248
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2249
|
+
ENV['BC_API_KEY'],
|
2250
|
+
ENV['BC_BEARER_TOKEN'],
|
2251
|
+
ENV['BC_SIGNING_KEY']
|
2252
|
+
)
|
2253
|
+
|
2254
|
+
# Set request parameters
|
2255
|
+
request = {
|
2256
|
+
test: true,
|
2257
|
+
terminalName: 'Test Terminal'
|
2258
|
+
}
|
2259
|
+
|
2260
|
+
response = blockchyp.enroll(request)
|
2261
|
+
|
2262
|
+
puts "Response: #{response.inspect}"
|
2263
|
+
|
2264
|
+
|
2265
|
+
```
|
2266
|
+
|
2267
|
+
#### Token Metadata
|
2268
|
+
|
2269
|
+
|
2270
|
+
|
2271
|
+
* **API Credential Types:** Merchant
|
2272
|
+
* **Required Role:** Payment API Access
|
2273
|
+
|
2274
|
+
This API retrieves status and metadata information about a token,
|
2275
|
+
including any links to customer records.
|
2276
|
+
|
2277
|
+
This will also return any customer records related to the card
|
2278
|
+
behind the token. If the underlying card has been tokenized
|
2279
|
+
multiple times, all customers related to the card will be returned,
|
2280
|
+
even if those customer associations are related to other tokens.
|
2281
|
+
|
2282
|
+
|
2283
|
+
|
2284
|
+
|
2285
|
+
```ruby
|
2286
|
+
# frozen_string_literal: true
|
2287
|
+
|
2288
|
+
require 'blockchyp'
|
2289
|
+
|
2290
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2291
|
+
ENV['BC_API_KEY'],
|
2292
|
+
ENV['BC_BEARER_TOKEN'],
|
2293
|
+
ENV['BC_SIGNING_KEY']
|
2294
|
+
)
|
2295
|
+
|
2296
|
+
# Set request parameters
|
2297
|
+
request = {
|
2298
|
+
token: '<TOKEN>'
|
2299
|
+
}
|
2300
|
+
|
2301
|
+
response = blockchyp.tokenMetadata(request)
|
2302
|
+
|
2303
|
+
puts "Response: #{response.inspect}"
|
2304
|
+
|
2305
|
+
|
2306
|
+
```
|
2307
|
+
|
2308
|
+
#### Link Token
|
2309
|
+
|
2310
|
+
|
2311
|
+
|
2312
|
+
* **API Credential Types:** Merchant
|
2313
|
+
* **Required Role:** Payment API Access
|
2314
|
+
|
2315
|
+
This API links a payment token with a customer record. Usually this would only be needed
|
2316
|
+
to reverse a previous unlink operation.
|
2317
|
+
|
2318
|
+
|
2319
|
+
|
2320
|
+
|
2321
|
+
```ruby
|
2322
|
+
# frozen_string_literal: true
|
2323
|
+
|
2324
|
+
require 'blockchyp'
|
2325
|
+
|
2326
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2327
|
+
ENV['BC_API_KEY'],
|
2328
|
+
ENV['BC_BEARER_TOKEN'],
|
2329
|
+
ENV['BC_SIGNING_KEY']
|
2330
|
+
)
|
2331
|
+
|
2332
|
+
# Set request parameters
|
2333
|
+
request = {
|
2334
|
+
token: '<TOKEN>',
|
2335
|
+
customerId: '<CUSTOMER ID>'
|
2336
|
+
}
|
2337
|
+
|
2338
|
+
response = blockchyp.linkToken(request)
|
2339
|
+
|
2340
|
+
puts "Response: #{response.inspect}"
|
2341
|
+
|
2342
|
+
|
2343
|
+
```
|
2344
|
+
|
2345
|
+
#### Unlink Token
|
2346
|
+
|
2347
|
+
|
2348
|
+
|
2349
|
+
* **API Credential Types:** Merchant
|
2350
|
+
* **Required Role:** Payment API Access
|
2351
|
+
|
2352
|
+
This API removes a payment token link from a customer record.
|
2353
|
+
|
2354
|
+
This will remove links between the customer record and all tokens
|
2355
|
+
for the same underlying card.
|
2356
|
+
|
2357
|
+
|
2358
|
+
|
2359
|
+
|
2360
|
+
```ruby
|
2361
|
+
# frozen_string_literal: true
|
2362
|
+
|
2363
|
+
require 'blockchyp'
|
2364
|
+
|
2365
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2366
|
+
ENV['BC_API_KEY'],
|
2367
|
+
ENV['BC_BEARER_TOKEN'],
|
2368
|
+
ENV['BC_SIGNING_KEY']
|
2369
|
+
)
|
2370
|
+
|
2371
|
+
# Set request parameters
|
2372
|
+
request = {
|
2373
|
+
token: '<TOKEN>',
|
2374
|
+
customerId: '<CUSTOMER ID>'
|
2375
|
+
}
|
2376
|
+
|
2377
|
+
response = blockchyp.unlinkToken(request)
|
2378
|
+
|
2379
|
+
puts "Response: #{response.inspect}"
|
2380
|
+
|
2381
|
+
|
2382
|
+
```
|
2383
|
+
|
2384
|
+
#### Delete Token
|
2385
|
+
|
2386
|
+
|
2387
|
+
|
2388
|
+
* **API Credential Types:** Merchant
|
2389
|
+
* **Required Role:** Payment API Access
|
2390
|
+
|
2391
|
+
This API deletes a payment token from the gateway. Tokens are automatically deleted if they have not been used
|
2392
|
+
for a year.
|
2393
|
+
|
2394
|
+
|
2395
|
+
|
2396
|
+
|
2397
|
+
```ruby
|
2398
|
+
# frozen_string_literal: true
|
2399
|
+
|
2400
|
+
require 'blockchyp'
|
2401
|
+
|
2402
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2403
|
+
ENV['BC_API_KEY'],
|
2404
|
+
ENV['BC_BEARER_TOKEN'],
|
2405
|
+
ENV['BC_SIGNING_KEY']
|
2406
|
+
)
|
2407
|
+
|
2408
|
+
# Set request parameters
|
2409
|
+
request = {
|
2410
|
+
token: '<TOKEN>'
|
2411
|
+
}
|
2412
|
+
|
2413
|
+
response = blockchyp.deleteToken(request)
|
2414
|
+
|
2415
|
+
puts "Response: #{response.inspect}"
|
2416
|
+
|
2417
|
+
|
2418
|
+
```
|
2419
|
+
|
2420
|
+
### Customer Endpoints
|
2421
|
+
|
2422
|
+
|
2423
|
+
These APIs allow developers to create and manage customer records in BlockChyp. Developers who wish to use
|
2424
|
+
BlockChyp for tokenized recurring payments can use tokens directly if they have their own customer management
|
2425
|
+
system. However, BlockChyp provides additional tools for managing customers and keeping track of a customer's saved
|
2426
|
+
payment tokens.
|
2427
|
+
|
2428
|
+
In addition, if customer features are used, BlockChyp can detect a payment method associated with an existing
|
2429
|
+
customer, and return customer data with payment transactions. This can be used as a passive method to detect
|
2430
|
+
repeat customers.
|
2431
|
+
|
2432
|
+
|
2433
|
+
|
2434
|
+
#### Update Customer
|
2435
|
+
|
2436
|
+
|
2437
|
+
|
2438
|
+
* **API Credential Types:** Merchant
|
2439
|
+
* **Required Role:** Payment API Access
|
2440
|
+
|
2441
|
+
This API adds or updates a customer record.
|
2442
|
+
|
2443
|
+
If you pass in customer information including `firstName`, `lastName`, `email`,
|
2444
|
+
or `sms` without any Customer ID or Customer Ref, a new record will
|
2445
|
+
be created.
|
2446
|
+
|
2447
|
+
If you pass in `customerRef` and `customerId`, the customer record will be updated
|
2448
|
+
if it exists.
|
2449
|
+
|
2450
|
+
**Customer Ref**
|
2451
|
+
|
2452
|
+
The `customerRef` field is optional, but highly recommended as this allows you
|
2453
|
+
to use your own customer identifiers instead of storing BlockChyp's Customer IDs
|
2454
|
+
in your systems.
|
2455
|
+
|
2456
|
+
**Creating Customer Records With Payment Transactions**
|
2457
|
+
|
2458
|
+
If you have customer information available at the time a payment transaction is
|
2459
|
+
executed, you can pass all the same customer information directly into a payment transaction. BlockChyp
|
2460
|
+
will create a customer record at the same time payment is captured. The advantage of this approach is
|
2461
|
+
that the customer's payment card is automatically associated with the customer record in a single step.
|
2462
|
+
If the customer uses the payment card in the future, the customer data will automatically
|
2463
|
+
be returned. You won't need to ask the customer to provide any additional information.
|
2464
|
+
|
2465
|
+
|
2466
|
+
|
2467
|
+
|
2468
|
+
```ruby
|
2469
|
+
# frozen_string_literal: true
|
2470
|
+
|
2471
|
+
require 'blockchyp'
|
2472
|
+
|
2473
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2474
|
+
ENV['BC_API_KEY'],
|
2475
|
+
ENV['BC_BEARER_TOKEN'],
|
2476
|
+
ENV['BC_SIGNING_KEY']
|
2477
|
+
)
|
2478
|
+
|
2479
|
+
# Set request parameters
|
2480
|
+
request = {
|
2481
|
+
customer: {
|
2482
|
+
id: '<CUSTOMER ID>',
|
2483
|
+
customerRef: 'Customer reference string',
|
2484
|
+
firstName: 'FirstName',
|
2485
|
+
lastName: 'LastName',
|
2486
|
+
companyName: 'Company Name',
|
2487
|
+
emailAddress: 'support@blockchyp.com',
|
2488
|
+
smsNumber: '(123) 123-1231'
|
2489
|
+
}
|
2490
|
+
}
|
2491
|
+
|
2492
|
+
response = blockchyp.updateCustomer(request)
|
2493
|
+
|
2494
|
+
puts "Response: #{response.inspect}"
|
2495
|
+
|
2496
|
+
|
2497
|
+
```
|
2498
|
+
|
2499
|
+
#### Retrieve Customer
|
2500
|
+
|
2501
|
+
|
2502
|
+
|
2503
|
+
* **API Credential Types:** Merchant
|
2504
|
+
* **Required Role:** Payment API Access
|
2505
|
+
|
2506
|
+
With this API, you can retrieve detailed information about a customer record, including saved payment
|
2507
|
+
methods if available.
|
2508
|
+
|
2509
|
+
Customers can be looked up by `customerId` or `customerRef`.
|
2510
|
+
|
2511
|
+
|
2512
|
+
|
2513
|
+
|
2514
|
+
```ruby
|
2515
|
+
# frozen_string_literal: true
|
2516
|
+
|
2517
|
+
require 'blockchyp'
|
2518
|
+
|
2519
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2520
|
+
ENV['BC_API_KEY'],
|
2521
|
+
ENV['BC_BEARER_TOKEN'],
|
2522
|
+
ENV['BC_SIGNING_KEY']
|
2523
|
+
)
|
2524
|
+
|
2525
|
+
# Set request parameters
|
2526
|
+
request = {
|
2527
|
+
customerId: '<CUSTOMER ID>'
|
2528
|
+
}
|
2529
|
+
|
2530
|
+
response = blockchyp.customer(request)
|
2531
|
+
|
2532
|
+
puts "Response: #{response.inspect}"
|
2533
|
+
|
2534
|
+
|
2535
|
+
```
|
2536
|
+
|
2537
|
+
#### Search Customer
|
2538
|
+
|
2539
|
+
|
2540
|
+
|
2541
|
+
* **API Credential Types:** Merchant
|
2542
|
+
* **Required Role:** Payment API Access
|
2543
|
+
|
2544
|
+
This API searches the customer database and returns matching results.
|
2545
|
+
|
2546
|
+
Use `query` to pass in a search string and the system will return all results whose
|
2547
|
+
first or last names contain the query string.
|
2548
|
+
|
2549
|
+
|
2550
|
+
|
2551
|
+
|
2552
|
+
```ruby
|
2553
|
+
# frozen_string_literal: true
|
2554
|
+
|
2555
|
+
require 'blockchyp'
|
2556
|
+
|
2557
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2558
|
+
ENV['BC_API_KEY'],
|
2559
|
+
ENV['BC_BEARER_TOKEN'],
|
2560
|
+
ENV['BC_SIGNING_KEY']
|
2561
|
+
)
|
2562
|
+
|
2563
|
+
# Set request parameters
|
2564
|
+
request = {
|
2565
|
+
query: '(123) 123-1234'
|
2566
|
+
}
|
2567
|
+
|
2568
|
+
response = blockchyp.customerSearch(request)
|
2569
|
+
|
2570
|
+
puts "Response: #{response.inspect}"
|
2571
|
+
|
2572
|
+
|
2573
|
+
```
|
2574
|
+
|
2575
|
+
#### Delete Customer
|
2576
|
+
|
2577
|
+
|
2578
|
+
|
2579
|
+
* **API Credential Types:** Merchant
|
2580
|
+
* **Required Role:** Payment API Access
|
2581
|
+
|
2582
|
+
This API deletes a customer record.
|
2583
|
+
|
2584
|
+
|
2585
|
+
|
2586
|
+
|
2587
|
+
```ruby
|
2588
|
+
# frozen_string_literal: true
|
2589
|
+
|
2590
|
+
require 'blockchyp'
|
2591
|
+
|
2592
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2593
|
+
ENV['BC_API_KEY'],
|
2594
|
+
ENV['BC_BEARER_TOKEN'],
|
2595
|
+
ENV['BC_SIGNING_KEY']
|
2596
|
+
)
|
2597
|
+
|
2598
|
+
# Set request parameters
|
2599
|
+
request = {
|
2600
|
+
customerId: '<CUSTOMER ID>'
|
2601
|
+
}
|
2602
|
+
|
2603
|
+
response = blockchyp.deleteCustomer(request)
|
2604
|
+
|
2605
|
+
puts "Response: #{response.inspect}"
|
2606
|
+
|
2607
|
+
|
2608
|
+
```
|
2609
|
+
|
2610
|
+
### Survey Reference
|
2611
|
+
|
2612
|
+
|
2613
|
+
These APIs are used to work with post-transaction surveys and survey data.
|
2614
|
+
|
2615
|
+
Merchants can optionally configure scaled (1-5) or yes/no questions that can be presented to consumers
|
2616
|
+
after every approved Charge and Preauth transaction. Surveys do not require any custom programming and
|
2617
|
+
merchants can simply configure them without the point-of-sale system needing any additional customization.
|
2618
|
+
|
2619
|
+
However, these APIs allow point-of-sale or third-party system developers to integrate survey question configuration
|
2620
|
+
or result visualization into their own systems.
|
2621
|
+
|
2622
|
+
|
2623
|
+
|
2624
|
+
#### List Questions
|
2625
|
+
|
2626
|
+
|
2627
|
+
|
2628
|
+
* **API Credential Types:** Merchant
|
2629
|
+
* **Required Role:** Survey Management
|
2630
|
+
|
2631
|
+
This API returns all survey questions in the order in which they would be presented on the terminal.
|
2632
|
+
|
2633
|
+
All questions are returned, whether enabled or disabled.
|
2634
|
+
|
2635
|
+
|
2636
|
+
|
2637
|
+
|
2638
|
+
```ruby
|
2639
|
+
# frozen_string_literal: true
|
2640
|
+
|
2641
|
+
require 'blockchyp'
|
2642
|
+
|
2643
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2644
|
+
ENV['BC_API_KEY'],
|
2645
|
+
ENV['BC_BEARER_TOKEN'],
|
2646
|
+
ENV['BC_SIGNING_KEY']
|
2647
|
+
)
|
2648
|
+
|
2649
|
+
# Set request parameters
|
2650
|
+
request = {
|
2651
|
+
}
|
2652
|
+
|
2653
|
+
response = blockchyp.surveyQuestions(request)
|
2654
|
+
|
2655
|
+
puts "Response: #{response.inspect}"
|
2656
|
+
|
2657
|
+
|
2658
|
+
```
|
2659
|
+
|
2660
|
+
#### Question Details
|
2661
|
+
|
2662
|
+
|
2663
|
+
|
2664
|
+
* **API Credential Types:** Merchant
|
2665
|
+
* **Required Role:** Survey Management
|
2666
|
+
|
2667
|
+
This API returns a single survey question with response data. `questionId` is required.
|
2668
|
+
|
2669
|
+
|
2670
|
+
|
2671
|
+
|
2672
|
+
```ruby
|
2673
|
+
# frozen_string_literal: true
|
2674
|
+
|
2675
|
+
require 'blockchyp'
|
2676
|
+
|
2677
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2678
|
+
ENV['BC_API_KEY'],
|
2679
|
+
ENV['BC_BEARER_TOKEN'],
|
2680
|
+
ENV['BC_SIGNING_KEY']
|
2681
|
+
)
|
2682
|
+
|
2683
|
+
# Set request parameters
|
2684
|
+
request = {
|
2685
|
+
questionId: '<QUESTION ID>'
|
2686
|
+
}
|
2687
|
+
|
2688
|
+
response = blockchyp.surveyQuestion(request)
|
2689
|
+
|
2690
|
+
puts "Response: #{response.inspect}"
|
2691
|
+
|
2692
|
+
|
2693
|
+
```
|
2694
|
+
|
2695
|
+
#### Update Question
|
2696
|
+
|
2697
|
+
|
2698
|
+
|
2699
|
+
* **API Credential Types:** Merchant
|
2700
|
+
* **Required Role:** Survey Management
|
2701
|
+
|
2702
|
+
This API updates or creates survey questions. `questionText` and `questionType` are required
|
2703
|
+
fields. The following values are valid for `questionType`.
|
2704
|
+
|
2705
|
+
* **yes_no:** Use for simple yes or no questions.
|
2706
|
+
* **scaled:** Displays the question with buttons that allow the customer to respond with values from 1 through 5.
|
2707
|
+
|
2708
|
+
Questions are disabled by default. Pass in `enabled` to enable a question.
|
2709
|
+
|
2710
|
+
The `ordinal` field is used to control the sequence of questions when multiple questions are enabled. We recommend keeping
|
2711
|
+
the number of questions minimal.
|
2712
|
+
|
2713
|
+
|
2714
|
+
|
2715
|
+
|
2716
|
+
```ruby
|
2717
|
+
# frozen_string_literal: true
|
2718
|
+
|
2719
|
+
require 'blockchyp'
|
2720
|
+
|
2721
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2722
|
+
ENV['BC_API_KEY'],
|
2723
|
+
ENV['BC_BEARER_TOKEN'],
|
2724
|
+
ENV['BC_SIGNING_KEY']
|
2725
|
+
)
|
2726
|
+
|
2727
|
+
# Set request parameters
|
2728
|
+
request = {
|
2729
|
+
id: '<QUESTION ID>',
|
2730
|
+
ordinal: 1,
|
2731
|
+
questionText: 'Would you shop here again?',
|
2732
|
+
questionType: 'yes_no',
|
2733
|
+
enabled: true
|
2734
|
+
}
|
2735
|
+
|
2736
|
+
response = blockchyp.updateSurveyQuestion(request)
|
2737
|
+
|
2738
|
+
puts "Response: #{response.inspect}"
|
2739
|
+
|
2740
|
+
|
2741
|
+
```
|
2742
|
+
|
2743
|
+
#### Delete Question
|
2744
|
+
|
2745
|
+
|
2746
|
+
|
2747
|
+
* **API Credential Types:** Merchant
|
2748
|
+
* **Required Role:** Survey Management
|
2749
|
+
|
2750
|
+
This API deletes a survey question. `questionId` is a required parameter.
|
2751
|
+
|
2752
|
+
|
2753
|
+
|
2754
|
+
|
2755
|
+
```ruby
|
2756
|
+
# frozen_string_literal: true
|
2757
|
+
|
2758
|
+
require 'blockchyp'
|
2759
|
+
|
2760
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2761
|
+
ENV['BC_API_KEY'],
|
2762
|
+
ENV['BC_BEARER_TOKEN'],
|
2763
|
+
ENV['BC_SIGNING_KEY']
|
2764
|
+
)
|
2765
|
+
|
2766
|
+
# Set request parameters
|
2767
|
+
request = {
|
2768
|
+
questionId: '<QUESTION ID>'
|
2769
|
+
}
|
2770
|
+
|
2771
|
+
response = blockchyp.deleteSurveyQuestion(request)
|
2772
|
+
|
2773
|
+
puts "Response: #{response.inspect}"
|
2774
|
+
|
2775
|
+
|
2776
|
+
```
|
2777
|
+
|
2778
|
+
#### Survey Results
|
2779
|
+
|
2780
|
+
|
2781
|
+
|
2782
|
+
* **API Credential Types:** Merchant
|
2783
|
+
* **Required Role:** Survey Management
|
2784
|
+
|
2785
|
+
This API returns survey results for a single question.
|
2786
|
+
|
2787
|
+
The results returned include the response rate, which is the percentage of transactions after which
|
2788
|
+
the consumer provided an answer.
|
2789
|
+
|
2790
|
+
The `responses` array breaks down the results by answer, providing the total number of responses,
|
2791
|
+
the answer's percentage of the total, and the average transaction amount associated with a specific
|
2792
|
+
answer.
|
2793
|
+
|
2794
|
+
By default, all results based on all responses are returned. However, developers may optionally provide
|
2795
|
+
`startDate` and `endDate` parameters to return only responses provided between certain dates.
|
2796
|
+
|
2797
|
+
`startDate` and `endDate` can be provided in MM/DD/YYYY or YYYY-MM-DD format.
|
2798
|
+
|
2799
|
+
|
2800
|
+
|
2801
|
+
|
2802
|
+
```ruby
|
2803
|
+
# frozen_string_literal: true
|
2804
|
+
|
2805
|
+
require 'blockchyp'
|
2806
|
+
|
2807
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2808
|
+
ENV['BC_API_KEY'],
|
2809
|
+
ENV['BC_BEARER_TOKEN'],
|
2810
|
+
ENV['BC_SIGNING_KEY']
|
2811
|
+
)
|
2812
|
+
|
2813
|
+
# Set request parameters
|
2814
|
+
request = {
|
2815
|
+
questionId: '<QUESTION ID>'
|
2816
|
+
}
|
2817
|
+
|
2818
|
+
response = blockchyp.surveyResults(request)
|
2819
|
+
|
2820
|
+
puts "Response: #{response.inspect}"
|
2821
|
+
|
2822
|
+
|
2823
|
+
```
|
2824
|
+
|
2825
|
+
### Media and Branding Control
|
2826
|
+
|
2827
|
+
|
2828
|
+
BlockChyp has a sophisticated terminal media and branding control platform. Terminals can be configured to
|
2829
|
+
display logos, images, videos, and slide shows when a terminal is idle. Branding assets can be configured
|
2830
|
+
at the partner, organization, and merchant level with fine-grained hour-by-hour schedules, if desired.
|
2831
|
+
|
2832
|
+
Conceptually, all branding and media start with the media library. Merchants, Partners, and Organizations can
|
2833
|
+
upload images or video and build branding assets from uploaded media.
|
2834
|
+
|
2835
|
+
Slide shows can combine images from the media library into a timed loop of repeating images.
|
2836
|
+
|
2837
|
+
Branding Assets can then be used to combine media or slide shows with priority and timing rules to create what
|
2838
|
+
we call the Terminal Branding Stack.
|
2839
|
+
|
2840
|
+
We call a group of branding assets the *Terminal Branding Stack* because there are implicit rules about which
|
2841
|
+
branding assets take priority. For example, a merchant with no branding assets configured will inherit the
|
2842
|
+
branding rules from any organization to which the merchant may belong. If the merchant doesn't belong to an organization
|
2843
|
+
or the organization has no branding rules configured, then the system will defer to branding defaults established
|
2844
|
+
by the point-of-sale or software partner that owns the merchant.
|
2845
|
+
|
2846
|
+
This feature enables partners and organizations (multi-store operators and large national chains) to configure branding
|
2847
|
+
for potentially thousands of terminals from a single interface.
|
2848
|
+
|
2849
|
+
Terminal Branding can also be configured at the individual terminal level and a merchant's terminal fleet
|
2850
|
+
can be broken into groups and branding configured at the group level. Branding configured at the terminal
|
2851
|
+
level will always override branding from any higher level group.
|
2852
|
+
|
2853
|
+
The order of priority for the Terminal Branding Stack is given below.
|
2854
|
+
|
2855
|
+
* Terminal
|
2856
|
+
* Terminal Group
|
2857
|
+
* Merchant
|
2858
|
+
* Organization (Region, Chain, etc)
|
2859
|
+
* Partner
|
2860
|
+
* BlockChyp Default Logo
|
2861
|
+
|
2862
|
+
|
2863
|
+
|
2864
|
+
#### Media Library
|
2865
|
+
|
2866
|
+
|
2867
|
+
|
2868
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
2869
|
+
* **Required Role:** Media Management
|
2870
|
+
|
2871
|
+
This API returns the entire media library associated with the API Credentials (Merchant, Partner, or Organization). The media library results will include the ID used
|
2872
|
+
to reference a media asset in slide shows and branding assets along with the full file url and thumbnail.
|
2873
|
+
|
2874
|
+
|
2875
|
+
|
2876
|
+
|
2877
|
+
```ruby
|
2878
|
+
# frozen_string_literal: true
|
2879
|
+
|
2880
|
+
require 'blockchyp'
|
2881
|
+
|
2882
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2883
|
+
ENV['BC_API_KEY'],
|
2884
|
+
ENV['BC_BEARER_TOKEN'],
|
2885
|
+
ENV['BC_SIGNING_KEY']
|
2886
|
+
)
|
2887
|
+
|
2888
|
+
# Set request parameters
|
2889
|
+
request = {
|
2890
|
+
}
|
2891
|
+
|
2892
|
+
response = blockchyp.media(request)
|
2893
|
+
|
2894
|
+
puts "Response: #{response.inspect}"
|
2895
|
+
|
2896
|
+
|
2897
|
+
```
|
2898
|
+
|
2899
|
+
#### Upload Media
|
2900
|
+
|
2901
|
+
|
2902
|
+
|
2903
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
2904
|
+
* **Required Role:** Media Management
|
2905
|
+
|
2906
|
+
This API supports media library uploads. The operation of this API works slightly differently depending
|
2907
|
+
on the SDK platform. In all cases, the intent is to allow the file's binary to be passed into the SDK using
|
2908
|
+
the lowest level I/O primitive possible in order to support situations where developers aren't working
|
2909
|
+
with literal files. It might be (and usually is) more convenient to work with buffers, raw bytes, or streams.
|
2910
|
+
|
2911
|
+
For example, the Go implementation accepts an `io.Reader` and the Java implementation accepts a
|
2912
|
+
`java.io.InputStream`. The CLI does accept a literal File URL via the `-file` command line parameter.
|
2913
|
+
|
2914
|
+
The following file formats are accepted as valid uploads:
|
2915
|
+
|
2916
|
+
* .png
|
2917
|
+
* .jpg
|
2918
|
+
* .jpeg
|
2919
|
+
* .gif
|
2920
|
+
* .mov
|
2921
|
+
* .mpg
|
2922
|
+
* .mp4
|
2923
|
+
* .mpeg
|
2924
|
+
|
2925
|
+
The UploadMetadata object allows developers to pass additional metadata about the upload including
|
2926
|
+
`fileName`, `fileSize`, and `uploadId`.
|
2927
|
+
|
2928
|
+
None of these values are required, but providing them can unlock some additional functionality relating to
|
2929
|
+
media uploads. `fileName` will be used to record the original file name in the media library. `fileSize`
|
2930
|
+
and `uploadId` are used to support upload status tracking, which is especially useful for large video file
|
2931
|
+
uploads.
|
2932
|
+
|
2933
|
+
The `fileSize` should be the file's full size in bytes.
|
2934
|
+
|
2935
|
+
The `uploadId` value can be any random string. This is the value you'll use to check the status of an upload
|
2936
|
+
via the Upload Status API. This API will return information needed to drive progress feedback on uploads and
|
2937
|
+
return video transcoding information.
|
2938
|
+
|
2939
|
+
|
2940
|
+
|
2941
|
+
|
2942
|
+
```ruby
|
2943
|
+
# frozen_string_literal: true
|
2944
|
+
|
2945
|
+
require 'blockchyp'
|
2946
|
+
|
2947
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
2948
|
+
ENV['BC_API_KEY'],
|
2949
|
+
ENV['BC_BEARER_TOKEN'],
|
2950
|
+
ENV['BC_SIGNING_KEY']
|
2951
|
+
)
|
2952
|
+
|
2953
|
+
# Set request parameters
|
2954
|
+
request = {
|
2955
|
+
fileName: 'aviato.png',
|
2956
|
+
fileSize: 18843,
|
2957
|
+
uploadId: '<RANDOM ID>'
|
2958
|
+
}
|
2959
|
+
|
2960
|
+
file = File.open("aviato.png")
|
2961
|
+
content = file.read
|
2962
|
+
response = blockchyp.uploadMedia(request, content)
|
2963
|
+
|
2964
|
+
puts "Response: #{response.inspect}"
|
2965
|
+
|
2966
|
+
|
2967
|
+
```
|
2968
|
+
|
2969
|
+
#### Upload Status
|
2970
|
+
|
2971
|
+
|
2972
|
+
|
2973
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
2974
|
+
* **Required Role:** Media Management
|
2975
|
+
|
2976
|
+
This API returns status and progress information about in progress or recently completed uploads.
|
2977
|
+
|
2978
|
+
Before calling this API, developers must first start a file upload with `fileSize` and `uploadId` parameters.
|
2979
|
+
|
2980
|
+
The data structure returned will include the file size, number of bytes uploaded, a narrative status
|
2981
|
+
and flags indicating whether or not the upload is complete or post upload processing is in progress.
|
2982
|
+
If the upload is completed, the ID assigned to the media asset and a link to the thumbnail image will
|
2983
|
+
also be returned.
|
1198
2984
|
|
1199
2985
|
|
1200
2986
|
|
@@ -1212,43 +2998,26 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1212
2998
|
|
1213
2999
|
# Set request parameters
|
1214
3000
|
request = {
|
1215
|
-
|
1216
|
-
terminalName: 'Test Terminal',
|
1217
|
-
transaction: {
|
1218
|
-
subtotal: '60.00',
|
1219
|
-
tax: '5.00',
|
1220
|
-
total: '65.00',
|
1221
|
-
items: [
|
1222
|
-
{
|
1223
|
-
description: 'Leki Trekking Poles',
|
1224
|
-
price: '35.00',
|
1225
|
-
quantity: 2,
|
1226
|
-
extended: '70.00',
|
1227
|
-
discounts: [
|
1228
|
-
{
|
1229
|
-
description: 'memberDiscount',
|
1230
|
-
amount: '10.00'
|
1231
|
-
}
|
1232
|
-
]
|
1233
|
-
}
|
1234
|
-
]
|
1235
|
-
}
|
3001
|
+
uploadId: '<UPLOAD ID>'
|
1236
3002
|
}
|
1237
3003
|
|
1238
|
-
response = blockchyp.
|
3004
|
+
response = blockchyp.uploadStatus(request)
|
1239
3005
|
|
1240
3006
|
puts "Response: #{response.inspect}"
|
1241
3007
|
|
1242
3008
|
|
1243
3009
|
```
|
1244
3010
|
|
1245
|
-
####
|
3011
|
+
#### Get Media Asset
|
1246
3012
|
|
1247
3013
|
|
1248
3014
|
|
1249
|
-
|
3015
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
3016
|
+
* **Required Role:** Media Management
|
1250
3017
|
|
1251
|
-
|
3018
|
+
This API returns a detailed media asset. The data returned includes the exact same media information returned
|
3019
|
+
by the full media library endpoint, including fully qualified URLs pointing to the original media file
|
3020
|
+
and the thumbnail.
|
1252
3021
|
|
1253
3022
|
|
1254
3023
|
|
@@ -1266,34 +3035,25 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1266
3035
|
|
1267
3036
|
# Set request parameters
|
1268
3037
|
request = {
|
1269
|
-
|
1270
|
-
terminalName: 'Test Terminal',
|
1271
|
-
message: 'Thank you for your business.'
|
3038
|
+
mediaId: '<MEDIA ASSET ID>'
|
1272
3039
|
}
|
1273
3040
|
|
1274
|
-
response = blockchyp.
|
3041
|
+
response = blockchyp.mediaAsset(request)
|
1275
3042
|
|
1276
3043
|
puts "Response: #{response.inspect}"
|
1277
3044
|
|
1278
3045
|
|
1279
3046
|
```
|
1280
3047
|
|
1281
|
-
####
|
1282
|
-
|
1283
|
-
|
3048
|
+
#### Delete Media Asset
|
1284
3049
|
|
1285
|
-
Prompts the customer to answer a yes or no question.
|
1286
3050
|
|
1287
|
-
You can specify the question or prompt with the `prompt` parameter and
|
1288
|
-
the response is returned in the `response` field.
|
1289
|
-
|
1290
|
-
This can be used for a number of use cases including starting a loyalty enrollment
|
1291
|
-
workflow or customer facing suggestive selling prompts.
|
1292
3051
|
|
1293
|
-
**
|
3052
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
3053
|
+
* **Required Role:** Media Management
|
1294
3054
|
|
1295
|
-
|
1296
|
-
|
3055
|
+
This API deletes a media asset. Note that a media asset cannot be deleted if it is in use in a slide
|
3056
|
+
show or in the terminal branding stack.
|
1297
3057
|
|
1298
3058
|
|
1299
3059
|
|
@@ -1311,45 +3071,26 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1311
3071
|
|
1312
3072
|
# Set request parameters
|
1313
3073
|
request = {
|
1314
|
-
|
1315
|
-
terminalName: 'Test Terminal',
|
1316
|
-
prompt: 'Would you like to become a member?',
|
1317
|
-
yesCaption: 'Yes',
|
1318
|
-
noCaption: 'No'
|
3074
|
+
mediaId: '<MEDIA ASSET ID>'
|
1319
3075
|
}
|
1320
3076
|
|
1321
|
-
response = blockchyp.
|
3077
|
+
response = blockchyp.deleteMediaAsset(request)
|
1322
3078
|
|
1323
3079
|
puts "Response: #{response.inspect}"
|
1324
3080
|
|
1325
3081
|
|
1326
3082
|
```
|
1327
3083
|
|
1328
|
-
####
|
1329
|
-
|
3084
|
+
#### List Slide Shows
|
1330
3085
|
|
1331
3086
|
|
1332
|
-
Prompts the customer to enter numeric or alphanumeric data.
|
1333
3087
|
|
1334
|
-
|
1335
|
-
|
1336
|
-
developer (not you, of course) could use text prompts to ask the customer to
|
1337
|
-
input a card number or PIN code.
|
1338
|
-
|
1339
|
-
This means that instead of providing a prompt, you provide a `promptType` instead.
|
1340
|
-
|
1341
|
-
The prompt types currently supported are listed below:
|
1342
|
-
|
1343
|
-
* **phone**: Captures a phone number.
|
1344
|
-
* **email**: Captures an email address.
|
1345
|
-
* **first-name**: Captures a first name.
|
1346
|
-
* **last-name**: Captures a last name.
|
1347
|
-
* **customer-number**: Captures a customer number.
|
1348
|
-
* **rewards-number**: Captures a rewards number.
|
3088
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
3089
|
+
* **Required Role:** Media Management
|
1349
3090
|
|
1350
|
-
|
1351
|
-
the response is returned in the `response` field.
|
3091
|
+
This API returns all slide shows.
|
1352
3092
|
|
3093
|
+
Note that slide level data is not returned with this API. Use the Get Slide Show API to get slide level detail.
|
1353
3094
|
|
1354
3095
|
|
1355
3096
|
|
@@ -1367,48 +3108,26 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1367
3108
|
|
1368
3109
|
# Set request parameters
|
1369
3110
|
request = {
|
1370
|
-
test: true,
|
1371
|
-
terminalName: 'Test Terminal',
|
1372
|
-
|
1373
|
-
# Type of prompt. Can be 'email', 'phone', 'customer-number', or
|
1374
|
-
# 'rewards-number'.
|
1375
|
-
promptType: PromptType::EMAIL
|
1376
3111
|
}
|
1377
3112
|
|
1378
|
-
response = blockchyp.
|
3113
|
+
response = blockchyp.slideShows(request)
|
1379
3114
|
|
1380
3115
|
puts "Response: #{response.inspect}"
|
1381
3116
|
|
1382
3117
|
|
1383
3118
|
```
|
1384
3119
|
|
1385
|
-
####
|
1386
|
-
|
1387
|
-
|
1388
|
-
|
1389
|
-
Adds or updates a customer record.
|
1390
|
-
|
1391
|
-
If you pass in customer information including `firstName`, `lastName`, `email`,
|
1392
|
-
or `sms` without any Customer ID or Customer Ref, a new record will
|
1393
|
-
be created.
|
3120
|
+
#### Get Slide Show
|
1394
3121
|
|
1395
|
-
If you pass in `customerRef` and `customerId`, the customer record will be updated
|
1396
|
-
if it exists.
|
1397
3122
|
|
1398
|
-
**Customer Ref**
|
1399
3123
|
|
1400
|
-
|
1401
|
-
|
1402
|
-
in your systems.
|
3124
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
3125
|
+
* **Required Role:** Media Management
|
1403
3126
|
|
1404
|
-
|
3127
|
+
This API returns a single slide show. Slide level detail is returned with the fully qualified thumbnail URL
|
3128
|
+
for each slide.
|
1405
3129
|
|
1406
|
-
|
1407
|
-
executed, you can pass all the same customer information directly into a payment transaction and
|
1408
|
-
create a customer record at the same time payment is captured. The advantage of this approach is
|
1409
|
-
that the customer's payment card is automatically associated with the customer record in a single step.
|
1410
|
-
If the customer uses the payment card in the future, the customer data will automatically
|
1411
|
-
be returned without needing to ask the customer to provide any additional information.
|
3130
|
+
`slideShowId` is the only required parameter.
|
1412
3131
|
|
1413
3132
|
|
1414
3133
|
|
@@ -1426,32 +3145,31 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1426
3145
|
|
1427
3146
|
# Set request parameters
|
1428
3147
|
request = {
|
1429
|
-
|
1430
|
-
id: 'ID of the customer to update',
|
1431
|
-
customerRef: 'Customer reference string',
|
1432
|
-
firstName: 'FirstName',
|
1433
|
-
lastName: 'LastName',
|
1434
|
-
companyName: 'Company Name',
|
1435
|
-
emailAddress: 'support@blockchyp.com',
|
1436
|
-
smsNumber: '(123) 123-1231'
|
1437
|
-
}
|
3148
|
+
slideShowId: '<SLIDE SHOW ID>'
|
1438
3149
|
}
|
1439
3150
|
|
1440
|
-
response = blockchyp.
|
3151
|
+
response = blockchyp.slideShow(request)
|
1441
3152
|
|
1442
3153
|
puts "Response: #{response.inspect}"
|
1443
3154
|
|
1444
3155
|
|
1445
3156
|
```
|
1446
3157
|
|
1447
|
-
####
|
3158
|
+
#### Update Slide Show
|
1448
3159
|
|
1449
3160
|
|
1450
3161
|
|
1451
|
-
|
1452
|
-
|
3162
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
3163
|
+
* **Required Role:** Media Management
|
1453
3164
|
|
1454
|
-
|
3165
|
+
This API updates or creates a slide show. `name`, `delay` and `slides` are required.
|
3166
|
+
|
3167
|
+
The slides property is an array of slides. The Slide data structure has ordinal and thumbnail URL fields,
|
3168
|
+
but these are not required when updating or creating a slide show. Only the `mediaId` field is required
|
3169
|
+
when updating or creating a slide show.
|
3170
|
+
|
3171
|
+
When using the CLI, slides can be specified by sending a comma-separated list of media ids via the `-mediaId`
|
3172
|
+
parameter.
|
1455
3173
|
|
1456
3174
|
|
1457
3175
|
|
@@ -1469,24 +3187,30 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1469
3187
|
|
1470
3188
|
# Set request parameters
|
1471
3189
|
request = {
|
1472
|
-
|
3190
|
+
name: 'Test Slide Show',
|
3191
|
+
delay: 5,
|
3192
|
+
slides: [
|
3193
|
+
{
|
3194
|
+
mediaId: '<MEDIA ID>'
|
3195
|
+
}
|
3196
|
+
]
|
1473
3197
|
}
|
1474
3198
|
|
1475
|
-
response = blockchyp.
|
3199
|
+
response = blockchyp.updateSlideShow(request)
|
1476
3200
|
|
1477
3201
|
puts "Response: #{response.inspect}"
|
1478
3202
|
|
1479
3203
|
|
1480
3204
|
```
|
1481
3205
|
|
1482
|
-
####
|
3206
|
+
#### Delete Slide Show
|
1483
3207
|
|
1484
3208
|
|
1485
3209
|
|
1486
|
-
|
3210
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
3211
|
+
* **Required Role:** Media Management
|
1487
3212
|
|
1488
|
-
|
1489
|
-
first or last names contain the query string.
|
3213
|
+
This API deletes a slide show `slideShowId` is the only required parameter.
|
1490
3214
|
|
1491
3215
|
|
1492
3216
|
|
@@ -1504,25 +3228,33 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1504
3228
|
|
1505
3229
|
# Set request parameters
|
1506
3230
|
request = {
|
1507
|
-
|
3231
|
+
slideShowId: '<SLIDE SHOW ID>'
|
1508
3232
|
}
|
1509
3233
|
|
1510
|
-
response = blockchyp.
|
3234
|
+
response = blockchyp.deleteSlideShow(request)
|
1511
3235
|
|
1512
3236
|
puts "Response: #{response.inspect}"
|
1513
3237
|
|
1514
3238
|
|
1515
3239
|
```
|
1516
3240
|
|
1517
|
-
####
|
3241
|
+
#### Terminal Branding
|
1518
3242
|
|
1519
3243
|
|
1520
3244
|
|
1521
|
-
|
3245
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
3246
|
+
* **Required Role:** Media Management
|
1522
3247
|
|
1523
|
-
|
1524
|
-
|
1525
|
-
|
3248
|
+
This API returns the full branding stack for a given API scope in the order of priority.
|
3249
|
+
|
3250
|
+
Consumers of this API should pay special attention to the `editable` field. This field indicates whether or
|
3251
|
+
not a branding asset is read-only from the perspective of a particular API Credential scope.
|
3252
|
+
|
3253
|
+
The `thumbnail` and `previewImage` attributes can be used to support building user interfaces for
|
3254
|
+
managing the branding stack. `previewImage` differs from `thumbnail` in that the preview image is
|
3255
|
+
intended to show how an asset would actually look when displayed on the terminal.
|
3256
|
+
|
3257
|
+
`activeAsset` returns the asset that is currently visible on the terminal.
|
1526
3258
|
|
1527
3259
|
|
1528
3260
|
|
@@ -1540,43 +3272,86 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1540
3272
|
|
1541
3273
|
# Set request parameters
|
1542
3274
|
request = {
|
1543
|
-
amount: '100.00',
|
1544
|
-
cashDiscount: true,
|
1545
|
-
surcharge: true
|
1546
3275
|
}
|
1547
3276
|
|
1548
|
-
response = blockchyp.
|
3277
|
+
response = blockchyp.terminalBranding(request)
|
1549
3278
|
|
1550
3279
|
puts "Response: #{response.inspect}"
|
1551
3280
|
|
1552
3281
|
|
1553
3282
|
```
|
1554
3283
|
|
1555
|
-
####
|
3284
|
+
#### Update Branding Asset
|
1556
3285
|
|
1557
3286
|
|
1558
3287
|
|
1559
|
-
|
1560
|
-
|
1561
|
-
batch returned first. The results will include basic information about the batch.
|
1562
|
-
For more detail about a specific batch, consider using the Batch Details API.
|
3288
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
3289
|
+
* **Required Role:** Media Management
|
1563
3290
|
|
1564
|
-
|
3291
|
+
This API updates or creates a single Branding Asset.
|
1565
3292
|
|
1566
|
-
|
1567
|
-
|
1568
|
-
|
3293
|
+
Branding Assets represent a single element of the terminal branding stack. A Branding Asset can be a video or image,
|
3294
|
+
in which case a `mediaId` referencing an asset from the media library must be provided. A Branding Asset can also
|
3295
|
+
be a slide show, in which case `slideShowId` must be provided. Branding Assets must have a valid `mediaId` or a valid
|
3296
|
+
`slideShowId`. The optional `notes` field can be used to provide short notes and descriptions for a Branding asset.
|
1569
3297
|
|
1570
|
-
|
1571
|
-
`10` for `maxResults`. Also note that `startIndex` is zero based. Use a value of `0` to
|
1572
|
-
get the first batch in the dataset.
|
3298
|
+
**Visibility Flags**
|
1573
3299
|
|
1574
|
-
|
3300
|
+
In order for a Branding Asset to be visible on a terminal, the `enabled` flag must be set to true and the `preview`
|
3301
|
+
must be turned off. `preview` is intended to show how a proposed Branding Asset will behave
|
3302
|
+
without pushing it to live terminals. The Publish button in the BlockChyp merchant portal effectively turns
|
3303
|
+
the `preview` setting off.
|
1575
3304
|
|
1576
|
-
|
1577
|
-
|
1578
|
-
|
1579
|
-
|
3305
|
+
**Order and Sequencing**
|
3306
|
+
|
3307
|
+
The `ordinal` field is used to specify priority for a Branding Asset. Assets with a higher value for `ordinal`
|
3308
|
+
will be prioritized first.
|
3309
|
+
|
3310
|
+
**Padding Images**
|
3311
|
+
|
3312
|
+
For plain images, it's sometimes helpful to add margins to images. This is especially helpful with logos
|
3313
|
+
or any image file rendered without any white space or margins between the image content and edge of the image file.
|
3314
|
+
Set the `padded` flag to true if you'd like BlockChyp to auto apply margins when displaying an image on
|
3315
|
+
the terminal.
|
3316
|
+
|
3317
|
+
**Scheduling**
|
3318
|
+
|
3319
|
+
By default, a Branding Asset placed on top of the Branding Stack, if it's `enabled` and not in `preview`
|
3320
|
+
mode, will immediately be displayed on the terminal round the clock.
|
3321
|
+
|
3322
|
+
Branding Assets can be scheduled with effective start and stop dates for seasonal campaigns. These assets can
|
3323
|
+
also be scheduled for specific times of day and specific days of the week.
|
3324
|
+
|
3325
|
+
* **startDate:** Optional date after which the Branding Asset is eligible for display. Can be provided in MM/DD/YYYY or YYYY-MM-DD format.
|
3326
|
+
* **endDate:** Optional date before which the Branding Asset is eligible for display. Can be provided in MM/DD/YYYY or YYYY-MM-DD format.
|
3327
|
+
* **startTime** Optional time of day after which the branding asset is eligible for display. Must be provided in 24 hour time: HH:MM.
|
3328
|
+
* **endTime** Optional time of day before which the branding asset is eligible for display. Must be provided in 24 hour time format: HH:MM
|
3329
|
+
* **daysOfWeek** For branding assets that should only be displayed on certain days of the week, this field is an array of day of the week constants. (Constants vary by SDK platform.)
|
3330
|
+
|
3331
|
+
**Read Only Fields**
|
3332
|
+
|
3333
|
+
The Branding Asset data structure has a number of read only fields that are returned when Branding Assets are
|
3334
|
+
retrieved. But these fields are ignored when you try to send them as part of an update. These are derived
|
3335
|
+
or calculated fields and are helpful for displaying branding assets in a management user interface, but
|
3336
|
+
cannot be changed via an API call.
|
3337
|
+
|
3338
|
+
These fields are:
|
3339
|
+
|
3340
|
+
* ownerId
|
3341
|
+
* merchantId
|
3342
|
+
* organizationId
|
3343
|
+
* partnerId
|
3344
|
+
* userId
|
3345
|
+
* userName
|
3346
|
+
* thumbnail
|
3347
|
+
* lastModified
|
3348
|
+
* editable
|
3349
|
+
* assetType
|
3350
|
+
* ownerType
|
3351
|
+
* ownerTypeCaption
|
3352
|
+
* previewImage
|
3353
|
+
* narrativeEffectiveDates
|
3354
|
+
* narrativeDisplayPeriod
|
1580
3355
|
|
1581
3356
|
|
1582
3357
|
|
@@ -1594,28 +3369,36 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1594
3369
|
|
1595
3370
|
# Set request parameters
|
1596
3371
|
request = {
|
1597
|
-
|
1598
|
-
|
3372
|
+
mediaId: '<MEDIA ID>',
|
3373
|
+
padded: true,
|
3374
|
+
ordinal: 10,
|
3375
|
+
startDate: '01/06/2021',
|
3376
|
+
startTime: '14:00',
|
3377
|
+
endDate: '11/05/2024',
|
3378
|
+
endTime: '16:00',
|
3379
|
+
notes: 'Test Branding Asset',
|
3380
|
+
preview: false,
|
3381
|
+
enabled: true
|
1599
3382
|
}
|
1600
3383
|
|
1601
|
-
response = blockchyp.
|
3384
|
+
response = blockchyp.updateBrandingAsset(request)
|
1602
3385
|
|
1603
3386
|
puts "Response: #{response.inspect}"
|
1604
3387
|
|
1605
3388
|
|
1606
3389
|
```
|
1607
3390
|
|
1608
|
-
####
|
3391
|
+
#### Delete Branding Asset
|
1609
3392
|
|
1610
3393
|
|
1611
3394
|
|
1612
|
-
|
1613
|
-
|
1614
|
-
captured volume broken down by terminal.
|
3395
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
3396
|
+
* **Required Role:** Media Management
|
1615
3397
|
|
1616
|
-
|
1617
|
-
|
1618
|
-
|
3398
|
+
This API deletes a Branding Asset from the branding stack.
|
3399
|
+
|
3400
|
+
Note that deleting a Branding Asset does not delete the underlying media from the media library or slide
|
3401
|
+
show from the slide show library.
|
1619
3402
|
|
1620
3403
|
|
1621
3404
|
|
@@ -1633,57 +3416,141 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1633
3416
|
|
1634
3417
|
# Set request parameters
|
1635
3418
|
request = {
|
1636
|
-
|
3419
|
+
assetId: '<BRANDING ASSET ID>'
|
1637
3420
|
}
|
1638
3421
|
|
1639
|
-
response = blockchyp.
|
3422
|
+
response = blockchyp.deleteBrandingAsset(request)
|
1640
3423
|
|
1641
3424
|
puts "Response: #{response.inspect}"
|
1642
3425
|
|
1643
3426
|
|
1644
3427
|
```
|
1645
3428
|
|
1646
|
-
|
3429
|
+
### Merchant Management
|
1647
3430
|
|
1648
3431
|
|
3432
|
+
These APIs allow partners to manage and configure their merchant portfolios.
|
1649
3433
|
|
1650
|
-
|
1651
|
-
|
3434
|
+
Use of these APIs (other than the Merchant Profile API) requires partner scoped API credentials
|
3435
|
+
with special roles and permissions that may require a special arrangement with BlockChyp.
|
1652
3436
|
|
1653
|
-
|
1654
|
-
|
3437
|
+
For example, Partners usually can't board merchants directly, but must board merchants using
|
3438
|
+
the standard underwriting process via offer codes and invitations.
|
1655
3439
|
|
1656
|
-
**Limiting Results**
|
1657
3440
|
|
1658
|
-
This API will return a maximum of 50 results in a single query. Use the `maxResults` property
|
1659
|
-
to limit maximum results even further and use the `startIndex` property to
|
1660
|
-
page through results that span multiple queries.
|
1661
3441
|
|
1662
|
-
|
1663
|
-
`10` for `maxResults`. Also note that `startIndex` is zero based. Use a value of `0` to
|
1664
|
-
get the first transaction in the dataset.
|
3442
|
+
#### Merchant Profile
|
1665
3443
|
|
1666
|
-
**Filtering By Date Range**
|
1667
3444
|
|
1668
|
-
You can also filter results by date. Use the `startDate` and `endDate`
|
1669
|
-
properties to return only transactions run between those dates.
|
1670
|
-
You can use either `startDate` or `endDate` and you can use date filters
|
1671
|
-
in conjunction with `maxResults` and `startIndex`
|
1672
3445
|
|
1673
|
-
**
|
3446
|
+
* **API Credential Types:** Merchant
|
3447
|
+
* **Required Role:** Payment API Access
|
1674
3448
|
|
1675
|
-
|
3449
|
+
The API returns detailed metadata about the merchant's configuration, including
|
3450
|
+
basic identity information, terminal settings, store and forward settings,
|
3451
|
+
and bank account information for merchants that support split settlement.
|
1676
3452
|
|
1677
|
-
|
3453
|
+
Some of these fields can be updated via the Update Merchant API, but many of these
|
3454
|
+
fields are controlled by underwriting and cannot be altered outside of the
|
3455
|
+
underwriting and risk processes.
|
3456
|
+
|
3457
|
+
**Merchant Descriptive Fields**
|
3458
|
+
|
3459
|
+
The following fields are basic descriptive fields that can be used to describe and identify merchants.
|
3460
|
+
|
3461
|
+
* **companyName:** The merchant's official corporate entity name.
|
3462
|
+
* **dbaName:** The business's DBA (doing business as) name.
|
3463
|
+
* **contactName:** Name of the merchant's primary control contact.
|
3464
|
+
* **contactNumber:** Primary control contact's phone number.
|
3465
|
+
* **locationName:** Optional location name for multi-location operators.
|
3466
|
+
* **storeNumber:** Optional store number for multi-location operators.
|
3467
|
+
* **partnerRef:** Optional reference number partners can add to a merchant record. Usually the partner's own identifier for the merchant.
|
3468
|
+
* **timeZone:** Unix style local time zone for the merchant. Example: America/New_York.
|
3469
|
+
* **publicKey:** Read only field. The merchant's blockchain public key. Generated and assigned when a merchant account is first created.
|
3470
|
+
* **billingAddress:** Address for billing and written correspondence.
|
3471
|
+
* **shippingAddress:** Physical shipping address. Usually the actual street address of the business.
|
3472
|
+
* **status:** Current status of the merchant account.
|
3473
|
+
* **tcDisabled:** Disables all terms and conditions features in the merchant dashboard. Used to hide the feature if a partner has not chosen to support it.
|
3474
|
+
* **gatewayOnly:** Indicates that a merchant has been boarded in gateway only mode. Not common.
|
3475
|
+
|
3476
|
+
**Batch and Terminal Settings**
|
3477
|
+
|
3478
|
+
The following fields are used to control batch closure and high level terminal configuration.
|
3479
|
+
|
3480
|
+
* **batchCloseTime:** Time in 24 hour HH:MM format when batches will automatically close in the merchant's local time. Defaults to 3 AM.
|
3481
|
+
* **autoBatchClose:** Flag the determines whether or not batches will automatically close. Defaults to true.
|
3482
|
+
* **disableBatchEmails:** Flag that optionally turns off automatic batch closure notification emails.
|
3483
|
+
* **cooldownTimeout:** The amount of time in seconds after a transactions for which the transaction response is displayed on the terminal. After the cooldown period elapses, the terminal will revert to the idle state and display the currently active terminal branding.
|
3484
|
+
* **surveyTimeout:** The amount of time in seconds a survey question should be displayed on a terminal before reverting to the idle screen.
|
3485
|
+
* **pinEnabled:** Enables pin code entry for debit cards, EBT cards, and EMV cards with pin CVMs. Will be ignored if terminals are not injected with the proper encryption keys.
|
3486
|
+
* **pinBypassEnabled:** Enable pin bypass for debit transactions.
|
3487
|
+
* **cashBackEnabled:** Enables cash back for debit transactions.
|
3488
|
+
* **cashbackPresets:** An array of four default values for cashback amounts when cashback is enabled.
|
3489
|
+
* **storeAndForwardEnabled:** Enables automatic store and forward during network outages. Store and Forward does not support cash back, refunds, EBT, or gift card transactions.
|
3490
|
+
* **storeAndForwardFloorLimit:** Maximum dollar value of a store and forward transaction.
|
3491
|
+
* **ebtEnabled:** Enables EBT (SNAP) on BlockChyp terminals.
|
3492
|
+
* **tipEnabled:** Enables tips entry on the terminal.
|
3493
|
+
* **promptForTip:** If true, the terminal will always prompt for a tip, even if the API call does not request a tip prompt.
|
3494
|
+
* **tipDefaults:** An array of exactly three percentages that will be used to calculate default tip amounts.
|
3495
|
+
* **giftCardsDisabled:** Disables BlockChyp gift cards. Normally only used if the merchant is using an alternate gift card system.
|
3496
|
+
* **digitalSignaturesEnabled:** Enables electronic signature capture for mag stripe cards and EMV cards with Signature CVMs.
|
3497
|
+
* **digitalSignatureReversal:** Will cause a transaction to auto-reverse if the consumer refuses to provide a signature.
|
3498
|
+
* **manualEntryEnabled:** Enables manual card entry.
|
3499
|
+
* **manualEntryPromptZip:** Requires zip code based address verification for manual card entry.
|
3500
|
+
* **manualEntryPromptStreetNumber:** Requires street/address based verification for manual card entry.
|
3501
|
+
|
3502
|
+
**Card Brand and Transaction Settings**
|
3503
|
+
|
3504
|
+
* **freeRangeRefundsEnabled:** Enables direct refunds that do not reference a previous transaction.
|
3505
|
+
* **partialAuthEnabled:** Indicates that partial authorizations (usually for gift card support) are enabled.
|
3506
|
+
* **splitBankAccountsEnabled:** Used for law firm merchants only.
|
3507
|
+
* **contactlessEmv:** Enables contactless/tap transactions on a terminal. Defaults to true.
|
3508
|
+
* **visa:** Enables Visa transactions.
|
3509
|
+
* **masterCard:** Enables MasterCard transactions.
|
3510
|
+
* **amex:** Enables American Express transactions.
|
3511
|
+
* **discover:** Enables Discover transactions.
|
3512
|
+
* **jcb:** Enables JCB (Japan Card Bureau) transactions.
|
3513
|
+
* **unionPay:** Enables China UnionPay transactions.
|
1678
3514
|
|
1679
|
-
To restrict results to those executed on a single terminal, just
|
1680
|
-
pass in the terminal name.
|
1681
3515
|
|
1682
|
-
**Combining Filters**
|
1683
3516
|
|
1684
|
-
|
1685
|
-
|
1686
|
-
|
3517
|
+
|
3518
|
+
```ruby
|
3519
|
+
# frozen_string_literal: true
|
3520
|
+
|
3521
|
+
require 'blockchyp'
|
3522
|
+
|
3523
|
+
blockchyp = BlockChyp::BlockChyp.new(
|
3524
|
+
ENV['BC_API_KEY'],
|
3525
|
+
ENV['BC_BEARER_TOKEN'],
|
3526
|
+
ENV['BC_SIGNING_KEY']
|
3527
|
+
)
|
3528
|
+
|
3529
|
+
# Set request parameters
|
3530
|
+
request = {
|
3531
|
+
}
|
3532
|
+
|
3533
|
+
response = blockchyp.merchantProfile(request)
|
3534
|
+
|
3535
|
+
puts "Response: #{response.inspect}"
|
3536
|
+
|
3537
|
+
|
3538
|
+
```
|
3539
|
+
|
3540
|
+
#### Get Merchants
|
3541
|
+
|
3542
|
+
|
3543
|
+
|
3544
|
+
* **API Credential Types:** Partner & Organization
|
3545
|
+
* **Required Role:** Merchant Management
|
3546
|
+
|
3547
|
+
This is a partner or organization level API that can be used to return the merchant portfolio.
|
3548
|
+
|
3549
|
+
Live merchants are returned by default. Use the `test` flag to return only test merchants. The
|
3550
|
+
results returned include detailed settings including underwriting controlled flags.
|
3551
|
+
|
3552
|
+
A maximum of 250 merchants are returned by default. For large merchant portfolios, the `maxResults`
|
3553
|
+
and `startIndex` field can be used to reduce the page size and page through multiple pages of results.
|
1687
3554
|
|
1688
3555
|
|
1689
3556
|
|
@@ -1701,23 +3568,87 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1701
3568
|
|
1702
3569
|
# Set request parameters
|
1703
3570
|
request = {
|
1704
|
-
|
3571
|
+
test: true
|
1705
3572
|
}
|
1706
3573
|
|
1707
|
-
response = blockchyp.
|
3574
|
+
response = blockchyp.getMerchants(request)
|
1708
3575
|
|
1709
3576
|
puts "Response: #{response.inspect}"
|
1710
3577
|
|
1711
3578
|
|
1712
3579
|
```
|
1713
3580
|
|
1714
|
-
#### Merchant
|
3581
|
+
#### Update Merchant
|
1715
3582
|
|
1716
3583
|
|
1717
3584
|
|
1718
|
-
|
1719
|
-
|
1720
|
-
|
3585
|
+
* **API Credential Types:** Merchant, Partner, & Organization
|
3586
|
+
* **Required Role:** Merchant Management
|
3587
|
+
|
3588
|
+
This API can be used to update or create merchant accounts.
|
3589
|
+
|
3590
|
+
Merchant scoped API credentials can be used to update merchant account settings.
|
3591
|
+
|
3592
|
+
Partner scoped API credentials can be used to update merchants, create new test
|
3593
|
+
merchants or board new gateway merchants.
|
3594
|
+
|
3595
|
+
**Merchant Descriptive Fields**
|
3596
|
+
|
3597
|
+
The following fields are basic descriptive fields that can be used to describe and identify merchants.
|
3598
|
+
|
3599
|
+
* **companyName:** The merchant's official corporate entity name.
|
3600
|
+
* **dbaName:** The businesses DBA (doing business as) name.
|
3601
|
+
* **contactName:** Name of the merchant's primary control contact.
|
3602
|
+
* **contactNumber:** Primary control contact's phone number.
|
3603
|
+
* **locationName:** Optional location name for multi location operators.
|
3604
|
+
* **storeNumber:** Optional store number for multi location operators.
|
3605
|
+
* **partnerRef:** Optional reference number partners can add to a merchant record. Usually the partner's own identifier for the merchant.
|
3606
|
+
* **timeZone:** Unix style local time zone for the merchant. Example: America/New_York.
|
3607
|
+
* **publicKey:** Read only field. The merchant's blockchain public key. Generated and assigned when a merchant account is first created.
|
3608
|
+
* **billingAddress:** Address for billing and written correspondence.
|
3609
|
+
* **shippingAddress:** Physical shipping address. Usually the actual street address of the business.
|
3610
|
+
* **status:** Current status of the merchant account.
|
3611
|
+
* **tcDisabled:** Disables all terms and conditions features in the merchant dashboard. Used to hide the feature if a partner has not chosen to support it.
|
3612
|
+
* **gatewayOnly:** Indicates that a merchant has been boarded in gateway only mode. Not common.
|
3613
|
+
|
3614
|
+
**Batch and Terminal Settings**
|
3615
|
+
|
3616
|
+
The following fields are used to control batch closure and high level terminal configuration.
|
3617
|
+
|
3618
|
+
* **batchCloseTime:** Time in 24 hour HH:MM format when batches will automatically close in the merchant's local time. Defaults to 3 AM.
|
3619
|
+
* **autoBatchClose:** Flag the determines whether or not batches will automatically close. Defaults to true.
|
3620
|
+
* **disableBatchEmails:** Flag that optionally turns off automatic batch closure notification emails.
|
3621
|
+
* **cooldownTimeout:** The amount of time in seconds after a transactions for which the transaction response is displayed on the terminal. After the cooldown period elapses, the terminal will revert to the idle state and display the currently active terminal branding.
|
3622
|
+
* **surveyTimeout:** The amount of time in seconds a survey question should be displayed on a terminal before reverting to the idle screen.
|
3623
|
+
* **pinEnabled:** Enables pin code entry for debit cards, EBT cards, and EMV cards with pin CVMs. Will be ignored if terminals are not injected with the proper encryption keys.
|
3624
|
+
* **pinBypassEnabled:** Enable pin bypass for debit transactions.
|
3625
|
+
* **cashBackEnabled:** Enables cash back for debit transactions.
|
3626
|
+
* **cashbackPresets:** An array of four default values for cashback amounts when cashback is enabled.
|
3627
|
+
* **storeAndForwardEnabled:** Enables automatic store and forward during network outages. Store and Forward does not support cash back, refunds, EBT, or gift card transactions.
|
3628
|
+
* **storeAndForwardFloorLimit:** Maximum dollar value of a store and forward transaction.
|
3629
|
+
* **ebtEnabled:** Enables EBT (SNAP) on BlockChyp terminals.
|
3630
|
+
* **tipEnabled:** Enables tips entry on the terminal.
|
3631
|
+
* **promptForTip:** If true, the terminal will always prompt for a tip, even if the API call does not request a tip prompt.
|
3632
|
+
* **tipDefaults:** An array of exactly three percentages that will be used to calculate default tip amounts.
|
3633
|
+
* **giftCardsDisabled:** Disables BlockChyp gift cards. Normally only used if the merchant is using an alternate gift card system.
|
3634
|
+
* **digitalSignaturesEnabled:** Enables electronic signature capture for mag stripe cards and EMV cards with Signature CVMs.
|
3635
|
+
* **digitalSignatureReversal:** Will cause a transaction to auto-reverse if the consumer refuses to provide a signature.
|
3636
|
+
* **manualEntryEnabled:** Enables manual card entry.
|
3637
|
+
* **manualEntryPromptZip:** Requires zip code based address verification for manual card entry.
|
3638
|
+
* **manualEntryPromptStreetNumber:** Requires street/address based verification for manual card entry.
|
3639
|
+
|
3640
|
+
**Card Brand and Transaction Settings**
|
3641
|
+
|
3642
|
+
* **freeRangeRefundsEnabled:** Enables direct refunds that do not reference a previous transaction.
|
3643
|
+
* **partialAuthEnabled:** Indicates that partial authorizations (usually for gift card support) are enabled.
|
3644
|
+
* **splitBankAccountsEnabled:** Used for law firm merchants only.
|
3645
|
+
* **contactlessEmv:** Enables contactless/tap transactions on a terminal. Defaults to true.
|
3646
|
+
* **visa:** Enables Visa transactions.
|
3647
|
+
* **masterCard:** Enables MasterCard transactions.
|
3648
|
+
* **amex:** Enables American Express transactions.
|
3649
|
+
* **discover:** Enables Discover transactions.
|
3650
|
+
* **jcb:** Enables JCB (Japan Card Bureau) transactions.
|
3651
|
+
* **unionPay:** Enables China UnionPay transactions.
|
1721
3652
|
|
1722
3653
|
|
1723
3654
|
|
@@ -1735,22 +3666,33 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1735
3666
|
|
1736
3667
|
# Set request parameters
|
1737
3668
|
request = {
|
3669
|
+
merchantId: '<MERCHANT ID>',
|
3670
|
+
test: true,
|
3671
|
+
dbaName: 'Test Merchant',
|
3672
|
+
companyName: 'Test Merchant',
|
3673
|
+
billingAddress: {
|
3674
|
+
address1: '1060 West Addison',
|
3675
|
+
city: 'Chicago',
|
3676
|
+
stateOrProvince: 'IL',
|
3677
|
+
postalCode: '60613'
|
3678
|
+
}
|
1738
3679
|
}
|
1739
3680
|
|
1740
|
-
response = blockchyp.
|
3681
|
+
response = blockchyp.updateMerchant(request)
|
1741
3682
|
|
1742
3683
|
puts "Response: #{response.inspect}"
|
1743
3684
|
|
1744
3685
|
|
1745
3686
|
```
|
1746
3687
|
|
1747
|
-
####
|
3688
|
+
#### Merchant Users
|
1748
3689
|
|
1749
3690
|
|
1750
3691
|
|
1751
|
-
|
1752
|
-
|
1753
|
-
|
3692
|
+
* **API Credential Types:** Partner & Organization
|
3693
|
+
* **Required Role:** Merchant Management
|
3694
|
+
|
3695
|
+
This API returns all users and pending invites associated with a merchant account including any assigned role codes.
|
1754
3696
|
|
1755
3697
|
|
1756
3698
|
|
@@ -1768,23 +3710,31 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1768
3710
|
|
1769
3711
|
# Set request parameters
|
1770
3712
|
request = {
|
1771
|
-
|
3713
|
+
merchantId: '<MERCHANT ID>'
|
1772
3714
|
}
|
1773
3715
|
|
1774
|
-
response = blockchyp.
|
3716
|
+
response = blockchyp.merchantUsers(request)
|
1775
3717
|
|
1776
3718
|
puts "Response: #{response.inspect}"
|
1777
3719
|
|
1778
3720
|
|
1779
3721
|
```
|
1780
3722
|
|
1781
|
-
####
|
3723
|
+
#### Invite Merchant User
|
1782
3724
|
|
1783
3725
|
|
1784
3726
|
|
1785
|
-
|
1786
|
-
|
1787
|
-
|
3727
|
+
* **API Credential Types:** Partner & Organization
|
3728
|
+
* **Required Role:** Merchant Management
|
3729
|
+
|
3730
|
+
Invites a new user to join a merchant account. `email`, `firstName`, and `lastName` are required.
|
3731
|
+
|
3732
|
+
The user will be sent an invite email with steps for creating a BlockChyp account and linking it to
|
3733
|
+
a merchant account. If the user already has a BlockChyp user account, the new user signup wil be skipped
|
3734
|
+
and the existing user account will be linked to the merchant account.
|
3735
|
+
|
3736
|
+
Developers can optionally restrict the user's access level by sending one or more role codes.
|
3737
|
+
Otherwise, the user will be given the default merchant user role. (STDMERCHANT)
|
1788
3738
|
|
1789
3739
|
|
1790
3740
|
|
@@ -1802,22 +3752,27 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1802
3752
|
|
1803
3753
|
# Set request parameters
|
1804
3754
|
request = {
|
1805
|
-
|
1806
|
-
transactionRef: '*'
|
3755
|
+
email: 'Email address for the invite'
|
1807
3756
|
}
|
1808
3757
|
|
1809
|
-
response = blockchyp.
|
3758
|
+
response = blockchyp.inviteMerchantUser(request)
|
1810
3759
|
|
1811
3760
|
puts "Response: #{response.inspect}"
|
1812
3761
|
|
1813
3762
|
|
1814
3763
|
```
|
1815
3764
|
|
1816
|
-
####
|
3765
|
+
#### Add Test Merchant
|
3766
|
+
|
3767
|
+
|
1817
3768
|
|
3769
|
+
* **API Credential Types:** Partner
|
3770
|
+
* **Required Role:** Merchant Management
|
1818
3771
|
|
3772
|
+
This is a partner level API that can be used to create test merchant accounts. This creates
|
3773
|
+
a basic test merchant with default settings.
|
1819
3774
|
|
1820
|
-
|
3775
|
+
Settings can be changed by using the Update Merchant API.
|
1821
3776
|
|
1822
3777
|
|
1823
3778
|
|
@@ -1835,21 +3790,25 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1835
3790
|
|
1836
3791
|
# Set request parameters
|
1837
3792
|
request = {
|
1838
|
-
|
3793
|
+
dbaName: 'DBA Name',
|
3794
|
+
companyName: 'Corporate Entity Name'
|
1839
3795
|
}
|
1840
3796
|
|
1841
|
-
response = blockchyp.
|
3797
|
+
response = blockchyp.addTestMerchant(request)
|
1842
3798
|
|
1843
3799
|
puts "Response: #{response.inspect}"
|
1844
3800
|
|
1845
3801
|
|
1846
3802
|
```
|
1847
3803
|
|
1848
|
-
#### Delete
|
3804
|
+
#### Delete Test Merchant
|
1849
3805
|
|
1850
3806
|
|
1851
3807
|
|
1852
|
-
|
3808
|
+
* **API Credential Types:** Partner
|
3809
|
+
* **Required Role:** Merchant Management
|
3810
|
+
|
3811
|
+
This partner API can be used to delete unused test merchant accounts. `merchantId` is a required parameter.
|
1853
3812
|
|
1854
3813
|
|
1855
3814
|
|
@@ -1867,16 +3826,20 @@ blockchyp = BlockChyp::BlockChyp.new(
|
|
1867
3826
|
|
1868
3827
|
# Set request parameters
|
1869
3828
|
request = {
|
1870
|
-
|
3829
|
+
merchantId: '<MERCHANT ID>'
|
1871
3830
|
}
|
1872
3831
|
|
1873
|
-
response = blockchyp.
|
3832
|
+
response = blockchyp.deleteTestMerchant(request)
|
1874
3833
|
|
1875
3834
|
puts "Response: #{response.inspect}"
|
1876
3835
|
|
1877
3836
|
|
1878
3837
|
```
|
1879
3838
|
|
3839
|
+
|
3840
|
+
|
3841
|
+
|
3842
|
+
|
1880
3843
|
## Running Integration Tests
|
1881
3844
|
|
1882
3845
|
If you'd like to run the integration tests, create a new file on your system
|