intacctrb 0.1

data/lib/intacctrb/base.rb

@@ -0,0 +1,119 @@
+module IntacctRB
+  class Base < Struct.new(:object, :current_user)
+    include Hooks
+    include Hooks::InstanceHooks
+
+    define_hook :after_create, :after_update, :after_delete,
+      :after_get, :after_send_xml, :on_error, :before_create
+
+    after_create :set_intacct_system_id
+    after_delete :delete_intacct_system_id
+    after_delete :delete_intacct_key
+    after_send_xml :set_date_time
+
+    attr_accessor :response, :data, :sent_xml, :intacct_action
+
+    def initialize *params
+      params[0] = OpenStruct.new(params[0]) if params[0].is_a? Hash
+      super(*params)
+    end
+
+    private
+
+    def send_xml action
+      @intacct_action = action.to_s
+      run_hook :"before_#{intacct_action}" if action=="create"
+
+      builder = Nokogiri::XML::Builder.new do |xml|
+        xml.request {
+          xml.control {
+            xml.senderid IntacctRB.xml_sender_id
+            xml.password IntacctRB.xml_password
+            xml.controlid "INVOICE XML"
+            xml.uniqueid "false"
+            xml.dtdversion "2.1"
+          }
+          xml.operation(transaction: "false") {
+            xml.authentication {
+              xml.login {
+                xml.userid IntacctRB.app_user_id
+                xml.companyid IntacctRB.app_company_id
+                xml.password IntacctRB.app_password
+              }
+            }
+            xml.content {
+              yield xml
+            }
+          }
+        }
+      end
+
+      xml = builder.doc.root.to_xml
+      puts xml
+      @sent_xml = xml
+
+      url = "https://www.intacct.com/ia/xml/xmlgw.phtml"
+      uri = URI(url)
+
+      res = Net::HTTP.post_form(uri, 'xmlrequest' => xml)
+      @response = Nokogiri::XML(res.body)
+      puts res.body
+      if successful?
+        if key = response.at('//result//key')
+          set_intacct_key key.content
+        end
+
+        if intacct_action
+          run_hook :after_send_xml, intacct_action
+          #run_hook :"after_#{intacct_action}"
+        end
+      else
+        run_hook :on_error
+      end
+
+      @response
+    end
+
+    def successful?
+      if status = response.at('//result//status') and status.content == "success"
+        true
+      else
+        false
+      end
+    end
+
+    %w(invoice bill vendor customer).each do |type|
+      define_method "intacct_#{type}_prefix" do
+        Intacct.send("#{type}_prefix")
+      end
+    end
+
+    def intacct_system_id
+      intacct_object_id
+    end
+
+    def set_intacct_system_id
+      object.intacct_system_id = intacct_object_id
+    end
+
+    def delete_intacct_system_id
+      object.intacct_system_id = nil
+    end
+
+    def set_intacct_key key
+      object.intacct_key = key if object.respond_to? :intacct_key
+    end
+
+    def delete_intacct_key
+      object.intacct_key = nil if object.respond_to? :intacct_key
+    end
+
+    def set_date_time type
+      if %w(create update delete).include? type
+        if object.respond_to? :"intacct_#{type}d_at"
+          object.send("intacct_#{type}d_at=", DateTime.now)
+        end
+      end
+    end
+  end
+end

data/lib/intacctrb/bill.rb

@@ -0,0 +1,159 @@
+module IntacctRB
+  class Bill < IntacctRB::Base
+    attr_accessor :customer_data
+    define_hook :custom_bill_fields, :bill_item_fields
+
+    def create
+      return false if object.payment.intacct_system_id.present?
+
+      # Need to create the customer if one doesn't exist
+      unless object.customer.intacct_system_id
+        intacct_customer = Intacct::Customer.new object.customer
+        unless intacct_customer.create
+          raise 'Could not grab Intacct customer data'
+        end
+      end
+
+      # Create vendor if we have one and not in Intacct
+      if object.vendor and object.vendor.intacct_system_id.blank?
+        intacct_vendor = Intacct::Vendor.new object.vendor
+        if intacct_vendor.create
+          object.vendor = intacct_vendor.object
+        else
+          raise 'Could not create vendor'
+        end
+      end
+
+      send_xml('create') do |xml|
+        xml.function(controlid: "f1") {
+          xml.send("create_bill") {
+            bill_xml xml
+          }
+        }
+      end
+
+      successful?
+    end
+
+    def delete
+      # return false unless object.payment.intacct_system_id.present?
+
+      send_xml('delete') do |xml|
+        xml.function(controlid: "1") {
+          xml.delete_bill(externalkey: "false", key: object.intacct_key)
+        }
+      end
+
+      successful?
+    end
+
+    def get_list(options = {})
+      send_xml('get_list') do |xml|
+        xml.function(controlid: "f4") {
+          xml.get_list(object: "bill", maxitems: (options[:max_items] || 0),
+            start: (options[:start] || 0), showprivate:"true") {
+            if options[:filters]
+              xml.filter {
+                options[:filters].each do |filter|
+                  xml.expression do
+                    filter.each_pair do |k,v|
+                      xml.send(k,v)
+                    end
+                  end
+                end
+              }
+            end
+            if options[:fields]
+              xml.fields {
+                fields.each do |field|
+                  xml.field field.to_s
+                end
+              }
+            end
+          }
+        }
+      end
+
+      if successful?
+        @data = []
+        @response.xpath('//bill').each do |invoice|
+          @data << OpenStruct.new({
+            id: invoice.at("key").content,
+            vendor_id: invoice.at("vendorid").content,
+            bill_number: invoice.at("billno").content,
+            po_number: invoice.at("ponumber").content,
+            state: invoice.at("state").content,
+            date_posted: get_date_at('dateposted', invoice),
+            date_due: get_date_at('datedue', invoice),
+            date_paid: get_date_at('datepaid', invoice),
+            total: invoice.at("totalamount").content,
+            total_paid: invoice.at("totalpaid").content,
+            total_due: invoice.at("totaldue").content,
+            termname: invoice.at("termname").content,
+            description: invoice.at("description").content,
+            modified_at: invoice.at("whenmodified").content
+          })
+        end
+        @data
+      else
+        false
+      end
+    end
+
+    def get_date_at(xpath, object)
+      year = object.at("#{xpath}/year").content
+      month = object.at("#{xpath}/month").content
+      day = object.at("#{xpath}/day").content
+      if [year,month,day].any?(&:empty?)
+        nil
+      else
+        Date.new(year.to_i,month.to_i,day.to_i)
+      end
+    end
+
+    def intacct_object_id
+      "#{intacct_bill_prefix}#{object.payment.id}"
+    end
+
+    def bill_xml xml
+      xml.vendorid object.vendor.intacct_system_id
+      xml.datecreated {
+        xml.year object.payment.created_at.strftime("%Y")
+        xml.month object.payment.created_at.strftime("%m")
+        xml.day object.payment.created_at.strftime("%d")
+      }
+      xml.dateposted {
+        xml.year object.payment.created_at.strftime("%Y")
+        xml.month object.payment.created_at.strftime("%m")
+        xml.day object.payment.created_at.strftime("%d")
+      }
+      xml.datedue {
+        xml.year object.payment.paid_at.strftime("%Y")
+        xml.month object.payment.paid_at.strftime("%m")
+        xml.day object.payment.paid_at.strftime("%d")
+      }
+      run_hook :custom_bill_fields, xml
+      run_hook :bill_item_fields, xml
+    end
+
+    def set_intacct_system_id
+      object.payment.intacct_system_id = intacct_object_id
+    end
+
+    def delete_intacct_system_id
+      object.payment.intacct_system_id = nil
+    end
+
+    def delete_intacct_key
+      object.payment.intacct_key = nil
+    end
+
+    def set_date_time type
+      if %w(create update delete).include? type
+        if object.payment.respond_to? :"intacct_#{type}d_at"
+          object.payment.send("intacct_#{type}d_at=", DateTime.now)
+        end
+      end
+    end
+  end
+end

data/lib/intacctrb/customer.rb

@@ -0,0 +1,116 @@
+module IntacctRB
+  class Customer < IntacctRB::Base
+    def create
+      send_xml('create') do |xml|
+        xml.function(controlid: "1") {
+          xml.send("create_customer") {
+            xml.customerid intacct_object_id
+            xml.name object.name
+            xml.comments
+            xml.status "active"
+          }
+        }
+      end
+
+      successful?
+    end
+
+    def get *fields
+      #return false unless object.intacct_system_id.present?
+
+      fields = [
+        :customerid,
+        :name,
+        :termname
+      ] if fields.empty?
+
+      send_xml('get') do |xml|
+        xml.function(controlid: "f4") {
+          xml.get(object: "customer", key: "intacct_system_id") {
+            xml.fields {
+              fields.each do |field|
+                xml.field field.to_s
+              end
+            }
+          }
+        }
+      end
+
+      if successful?
+        @data = OpenStruct.new({
+          id: response.at("//customer//customerid").content,
+          name: response.at("//customer//name").content,
+          termname: response.at("//customer//termname").content
+        })
+      end
+
+      successful?
+    end
+
+    def get_list *fields
+      #return false unless object.intacct_system_id.present?
+
+      fields = [
+        :customerid,
+        :name,
+        :termname
+      ] if fields.empty?
+
+      send_xml('get_list') do |xml|
+        xml.function(controlid: "f4") {
+          xml.get_list(object: "customer", maxitems: "10", showprivate:"false") {
+            # xml.fields {
+            #   fields.each do |field|
+            #     xml.field field.to_s
+            #   end
+            # }
+          }
+        }
+      end
+
+      # if successful?
+      #   @data = OpenStruct.new({
+      #     id: response.at("//customer//customerid").content,
+      #     name: response.at("//customer//name").content,
+      #     termname: response.at("//customer//termname").content
+      #   })
+      # end
+      #
+      # successful?
+      puts response
+    end
+
+    def update updated_customer = false
+      @object = updated_customer if updated_customer
+      return false unless object.intacct_system_id.present?
+
+      send_xml('update') do |xml|
+        xml.function(controlid: "1") {
+          xml.update_customer(customerid: intacct_system_id) {
+            xml.name object.name
+            xml.comments
+            xml.status "active"
+          }
+        }
+      end
+
+      successful?
+    end
+
+    def delete
+      return false unless object.intacct_system_id.present?
+
+      @response = send_xml('delete') do |xml|
+        xml.function(controlid: "1") {
+          xml.delete_customer(customerid: intacct_system_id)
+        }
+      end
+
+      successful?
+    end
+
+    def intacct_object_id
+      "#{intacct_customer_prefix}#{object.id}"
+    end
+  end
+end

data/lib/intacctrb/invoice.rb

@@ -0,0 +1,133 @@
+module IntacctRB
+  class Invoice < IntacctRB::Base
+    attr_accessor :customer_data
+    define_hook :custom_invoice_fields
+
+    def get_list *fields
+      # return false unless object.intacct_system_id.present?
+
+      fields = [
+        :customerid,
+        :name,
+        :termname
+      ] if fields.empty?
+
+      send_xml('get_list') do |xml|
+        xml.function(controlid: "f4") {
+          xml.get_list(object: "invoice", maxitems: "10", showprivate:"false") {
+            # xml.fields {
+            #   fields.each do |field|
+            #     xml.field field.to_s
+            #   end
+            # }
+          }
+        }
+      end
+
+      if successful?
+        @data = []
+        @response.xpath('//invoice').each do |invoice|
+          @data << Invoice.new({
+             id: invoice.at("//customerid").content,
+             total: invoice.at("//totalamount").content,
+             total_paid: invoice.at("//totalpaid").content,
+             termname: invoice.at("//termname").content
+           })
+        end
+        @data
+      else
+        false
+      end
+    end
+
+    def create
+      return false if object.invoice.intacct_system_id.present?
+
+      # Need to create the customer if one doesn't exist
+      intacct_customer = Intacct::Customer.new object.customer
+      unless object.customer.intacct_system_id.present?
+        unless intacct_customer.create
+          raise 'Could not create customer'
+        end
+      end
+
+      if intacct_customer.get
+        object.customer = intacct_customer.object
+        @customer_data = intacct_customer.data
+      else
+        raise 'Could not grab Intacct customer data'
+      end
+
+      # Create vendor if we have one and not in Intacct
+      if object.vendor and object.vendor.intacct_system_id.blank?
+        intacct_vendor = Intacct::Vendor.new object.vendor
+        if intacct_vendor.create
+          object.vendor = intacct_vendor.object
+        else
+          raise 'Could not create vendor'
+        end
+      end
+
+      send_xml('create') do |xml|
+        xml.function(controlid: "f1") {
+          xml.create_invoice {
+            invoice_xml xml
+          }
+        }
+      end
+
+      successful?
+    end
+
+    def delete
+      return false unless object.invoice.intacct_system_id.present?
+
+      send_xml('delete') do |xml|
+        xml.function(controlid: "1") {
+          xml.delete_invoice(externalkey: "false", key: object.invoice.intacct_key)
+        }
+      end
+
+      successful?
+    end
+
+    def intacct_object_id
+      "#{intacct_invoice_prefix}#{object.invoice.id}"
+    end
+
+    def invoice_xml xml
+      xml.customerid "#{object.customer.intacct_system_id}"
+      xml.datecreated {
+        xml.year object.invoice.created_at.strftime("%Y")
+        xml.month object.invoice.created_at.strftime("%m")
+        xml.day object.invoice.created_at.strftime("%d")
+      }
+
+      termname = customer_data.termname
+      xml.termname termname.present?? termname : "Net 30"
+
+      xml.invoiceno intacct_object_id
+      run_hook :custom_invoice_fields, xml
+    end
+
+    def set_intacct_system_id
+      object.invoice.intacct_system_id = intacct_object_id
+    end
+
+    def delete_intacct_system_id
+      object.invoice.intacct_system_id = nil
+    end
+
+    def delete_intacct_key
+      object.invoice.intacct_key = nil
+    end
+
+    def set_date_time type
+      if %w(create update delete).include? type
+        if object.invoice.respond_to? :"intacct_#{type}d_at"
+          object.invoice.send("intacct_#{type}d_at=", DateTime.now)
+        end
+      end
+    end
+  end
+end