intacct_ruby 0.2.0

data/lib/intacct_ruby/functions/create_aradjustment.rb

@@ -0,0 +1,48 @@
+require 'intacct_ruby/functions/base_function'
+require 'intacct_ruby/helpers/date_helper'
+
+module IntacctRuby
+  module Functions
+    # creates ar adjustment instance in Intacct
+    class CreateARAdjustment < BaseFunction
+      include DateHelper
+
+      def initialize(attrs = {})
+        super "create_aradjustment (Customer \##{attrs[:customerid]}, " \
+              "(#{timestamp})", attrs
+      end
+
+      def to_xml
+        super do |xml|
+          xml.create_aradjustment do
+            xml.customerid @attrs[:customerid]
+
+            xml << date_params(:datecreated, @attrs[:datecreated])
+
+            xml.description @attrs[:description]
+
+            xml.aradjustmentitems do
+              xml << line_item_params(@attrs[:aradjustmentitems])
+            end
+          end
+        end
+      end
+
+      private
+
+      def line_item_params(adjustment_item_attrs)
+        xml = Builder::XmlMarkup.new
+
+        adjustment_item_attrs.each do |item_params|
+          xml.lineitem do
+            [:glaccountno, :amount, :memo, :locationid].each do |param_key|
+              xml.tag!(param_key) { xml << item_params[param_key].to_s }
+            end
+          end
+        end
+
+        xml.target!
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/create_customer.rb

@@ -0,0 +1,23 @@
+require 'intacct_ruby/helpers/contacts_helper'
+require 'intacct_ruby/functions/customer_base_function'
+
+module IntacctRuby
+  module Functions
+    # function that creates customer instance
+    class CreateCustomer < CustomerBaseFunction
+      def initialize(attrs = {})
+        super "create_customer_#{attrs[:customerid]}", attrs
+      end
+
+      def to_xml
+        super do |xml|
+          xml.create_customer do
+            xml.customerid @attrs[:customerid]
+
+            xml << customer_params
+          end
+        end
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/create_employee.rb

@@ -0,0 +1,21 @@
+require 'intacct_ruby/functions/employee_base_function'
+
+module IntacctRuby
+  module Functions
+    # Function that creates an employee instance in Intacct
+    class CreateEmployee < EmployeeBaseFunction
+      def initialize(attrs = {})
+        super("create_employee_#{attrs[:employeeid]}", attrs)
+      end
+
+      def to_xml
+        super do |xml|
+          xml.create_employee do
+            xml.employeeid @attrs[:employeeid]
+            xml << employee_params
+          end
+        end
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/create_item.rb

@@ -0,0 +1,21 @@
+require 'intacct_ruby/functions/item_base_function'
+
+module IntacctRuby
+  module Functions
+    # creates an item instance in Intacct
+    class CreateItem < ItemBaseFunction
+      def initialize(attrs = {})
+        super "create_item_#{attrs[:itemid]}", attrs
+      end
+
+      def to_xml
+        super do |xml|
+          xml.create_item do
+            xml.itemid @attrs[:itemid]
+            xml << item_params
+          end
+        end
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/create_location.rb

@@ -0,0 +1,21 @@
+require 'intacct_ruby/functions/location_base_function'
+
+module IntacctRuby
+  module Functions
+    # Function that creates a location instance in Intacct
+    class CreateLocation < LocationBaseFunction
+      def initialize(attrs = {})
+        super("create_location_#{attrs[:locationid]}", attrs)
+      end
+
+      def to_xml
+        super do |xml|
+          xml.create_location do
+            xml.locationid @attrs[:locationid]
+            xml << location_params
+          end
+        end
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/create_project.rb

@@ -0,0 +1,20 @@
+require 'intacct_ruby/functions/project_base_function'
+
+module IntacctRuby
+  module Functions
+    # creates a project instance in Intacct
+    class CreateProject < ProjectBaseFunction
+      def initialize(attrs = {})
+        super("create_project_#{attrs[:projectid]}", attrs)
+      end
+
+      def to_xml
+        super do |xml|
+          xml.create_project do
+            xml << project_params
+          end
+        end
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/customer_base_function.rb

@@ -0,0 +1,26 @@
+require 'intacct_ruby/functions/base_function'
+require 'intacct_ruby/helpers/contacts_helper'
+
+module IntacctRuby
+  module Functions
+    # the parent for all customer-related functions. Includes methods that
+    # cut down on duplicate code
+    class CustomerBaseFunction < BaseFunction
+      include ContactsHelper
+
+      private
+
+      def customer_params
+        xml = Builder::XmlMarkup.new
+
+        xml.name full_name(@attrs)
+        xml.status @attrs[:status]
+        xml.contactinfo do
+          xml << contact_params(@attrs, @attrs[:customerid], 'Customer')
+        end
+
+        xml.target!
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/employee_base_function.rb

@@ -0,0 +1,36 @@
+require 'intacct_ruby/helpers/contacts_helper'
+require 'intacct_ruby/helpers/date_helper'
+require 'intacct_ruby/functions/base_function'
+
+module IntacctRuby
+  module Functions
+    # contains code shared by all employee functions
+    class EmployeeBaseFunction < BaseFunction
+      include IntacctRuby::ContactsHelper
+      include IntacctRuby::DateHelper
+
+      private
+
+      def employee_params
+        xml = Builder::XmlMarkup.new
+
+        xml.locationid   @attrs[:locationid]
+        xml.supervisorid @attrs[:supervisorid]
+
+        xml << start_date_params
+
+        xml.status @attrs[:status]
+
+        xml.personalinfo do
+          xml << employee_contact_params
+        end
+
+        xml.target!
+      end
+
+      def employee_contact_params
+        contact_params(@attrs, @attrs[:employeeid], 'Employee')
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/item_base_function.rb

@@ -0,0 +1,29 @@
+require 'intacct_ruby/functions/base_function'
+
+module IntacctRuby
+  module Functions
+    # function that all item functions are built off of, to decreate dupe code
+    class ItemBaseFunction < BaseFunction
+      ALL_PARAMS = [
+        :name,
+        :itemtype,
+        :extended_description,
+        :productlineid,
+        :standard_cost,
+        :glgroup,
+        :uomgrp
+      ].freeze
+
+      def item_params
+        xml = Builder::XmlMarkup.new
+
+        ALL_PARAMS.each do |param_name|
+          param_value = @attrs[param_name]
+          xml.tag!(param_name) { xml << param_value } if param_value
+        end
+
+        xml.target!
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/location_base_function.rb

@@ -0,0 +1,24 @@
+require 'intacct_ruby/functions/base_function'
+require 'intacct_ruby/helpers/date_helper'
+
+module IntacctRuby
+  module Functions
+    # base for all location-related functions, to cut down on duplicate code
+    class LocationBaseFunction < BaseFunction
+      include IntacctRuby::DateHelper
+
+      private
+
+      def location_params
+        xml = Builder::XmlMarkup.new
+
+        xml.name     @attrs[:name]
+        xml.parentid @attrs[:parentid]
+
+        xml << start_date_params
+
+        xml.target!
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/project_base_function.rb

@@ -0,0 +1,22 @@
+require 'intacct_ruby/functions/base_function'
+
+module IntacctRuby
+  module Functions
+    # contains shared code for creating and updating projects
+    class ProjectBaseFunction < BaseFunction
+      private
+
+      def project_params
+        xml = Builder::XmlMarkup.new
+
+        [:projectid, :name, :projectcategory, :customerid].each do |key|
+          xml.tag!(key.to_s) { xml << @attrs[key].to_s }
+        end
+
+        xml << custom_field_params(@attrs[:customfields])
+
+        xml.target!
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/update_customer.rb

@@ -0,0 +1,22 @@
+require 'intacct_ruby/functions/customer_base_function'
+
+module IntacctRuby
+  module Functions
+    # update customer instance
+    class UpdateCustomer < CustomerBaseFunction
+      include ContactsHelper
+
+      def initialize(attrs = {})
+        super "update_customer_#{attrs[:customerid]} (#{timestamp})", attrs
+      end
+
+      def to_xml
+        super do |xml|
+          xml.update_customer customerid: @attrs[:customerid] do
+            xml << customer_params
+          end
+        end
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/update_employee.rb

@@ -0,0 +1,20 @@
+require 'intacct_ruby/functions/employee_base_function'
+
+module IntacctRuby
+  module Functions
+    # function used to update employee instances
+    class UpdateEmployee < EmployeeBaseFunction
+      def initialize(attrs = {})
+        super("update_employee_#{attrs[:employeeid]} (#{timestamp})", attrs)
+      end
+
+      def to_xml
+        super do |xml|
+          xml.update_employee employeeid: @attrs[:employeeid] do
+            xml << employee_params
+          end
+        end
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/update_item.rb

@@ -0,0 +1,20 @@
+require 'intacct_ruby/functions/item_base_function'
+
+module IntacctRuby
+  module Functions
+    # updates item instance in Intacct
+    class UpdateItem < ItemBaseFunction
+      def initialize(attrs = {})
+        super "update_item_#{attrs[:itemid]} (#{timestamp})", attrs
+      end
+
+      def to_xml
+        super do |xml|
+          xml.update_item itemid: @attrs[:itemid] do
+            xml << item_params
+          end
+        end
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/update_location.rb

@@ -0,0 +1,20 @@
+require 'intacct_ruby/functions/location_base_function'
+
+module IntacctRuby
+  module Functions
+    # used to update location instances in Intacct
+    class UpdateLocation < LocationBaseFunction
+      def initialize(attrs = {})
+        super("update_location_#{attrs[:locationid]} (#{timestamp})", attrs)
+      end
+
+      def to_xml
+        super do |xml|
+          xml.update_location locationid: @attrs[:locationid] do
+            xml << location_params
+          end
+        end
+      end
+    end
+  end
+end

data/lib/intacct_ruby/functions/update_project.rb

@@ -0,0 +1,20 @@
+require 'intacct_ruby/functions/project_base_function'
+
+module IntacctRuby
+  module Functions
+    # creates a project instance in Intacct
+    class UpdateProject < ProjectBaseFunction
+      def initialize(attrs = {})
+        super("update_project_#{attrs[:projectid]} (#{timestamp})", attrs)
+      end
+
+      def to_xml
+        super do |xml|
+          xml.update_project key: @attrs[:projectid] do
+            xml << project_params
+          end
+        end
+      end
+    end
+  end
+end

data/lib/intacct_ruby/helpers/contacts_helper.rb

@@ -0,0 +1,32 @@
+module IntacctRuby
+  # methods to avoid duplication when creating and updating contact records
+  module ContactsHelper
+    def contact_params(attributes, id, person_type)
+      xml = Builder::XmlMarkup.new
+
+      name = full_name(attributes)
+
+      xml.contact do
+        xml.contactname contactname(name, id, person_type)
+        xml.printas     full_name(attributes)
+        xml.firstname   attributes[:first_name]
+        xml.lastname    attributes[:last_name]
+        xml.email1      attributes[:email1]
+      end
+
+      xml.target!
+    end
+
+    def contactname(name, id, person_type)
+      # a unique identifier for a contact, to be used for Intacct's
+      # contactname field. Person Type required to ensure that there aren't
+      # duplicates (e.g. a customer and employee w/ ID 1 both named
+      # 'John Smith')
+      "#{name} (#{person_type} \##{id})"
+    end
+
+    def full_name(attrs = {})
+      "#{attrs[:first_name]} #{attrs[:last_name]}"
+    end
+  end
+end