intacctrb 0.1

data/lib/intacctrb/journal_entry.rb

@@ -0,0 +1,166 @@
+module IntacctRB
+  class JournalEntry < IntacctRB::Base
+
+    def create
+      return false if object.intacct_system_id.present?
+      send_xml('create') do |xml|
+        xml.function(controlid: "f1") {
+          xml.send("create_gltransaction") {
+            je_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: "gltransaction", 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,
+            batch_number: invoice.at("batchno").content,
+            journal_id: invoice.at("journalid").content,
+            date_created: get_date_at('datecreated', invoice),
+            date_modified: get_date_at('datemodified', invoice),
+            description: invoice.at("description").content,
+            state: invoice.at("state").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 je_xml xml
+      xml.journalid object.journal_id
+      if object.date
+        xml.datecreated {
+          xml.year object.date.strftime("%Y")
+          xml.month object.date.strftime("%m")
+          xml.day object.date.strftime("%d")
+        }
+      end
+      if object.reverse_date
+        xml.reversedate {
+          xml.year object.reverse_date.strftime("%Y")
+          xml.month object.reverse_date.strftime("%m")
+          xml.day object.reverse_date.strftime("%d")
+        }
+      end
+      xml.description object.description
+      xml.referenceno object.reference_number
+      je_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
+
+    def je_item_fields xml
+      puts "object:: #{object}"
+      xml.gltransactionentries {
+        object.rows.each do |row|
+          xml.glentry {
+            xml.trtype row[:type]
+            xml.amount row[:amount]
+            xml.glaccountno row[:account_number]
+            if row[:date]
+              xml.datecreated {
+                xml.year row[:date].strftime("%Y")
+                xml.month row[:date].strftime("%m")
+                xml.day row[:date].strftime("%d")
+              }
+            end
+            xml.memo row[:memo]
+            xml.locationid row[:location_id] if row[:location_id]
+            xml.departmentid row[:department_id] if row[:department_id]
+            xml.customerid row[:customer_id] if row[:customer_id]
+            xml.employeeid row[:employee_id] if row[:employee_id]
+            xml.projectid row[:project_id] if row[:project_id]
+            xml.itemid row[:item_id] if row[:itemid]
+            xml.classid row[:class_id] if row[:class_id]
+          }
+        end
+      }
+    end
+
+    def to_date_xml xml, field_name, date
+      xml.send(field_name) {
+        xml.year date.strftime("%Y")
+        xml.month date.strftime("%m")
+        xml.day date.strftime("%d")
+      }
+    end
+  end
+end

data/lib/intacctrb/vendor.rb

@@ -0,0 +1,130 @@
+module IntacctRB
+  class Vendor < IntacctRB::Base
+    def create
+      send_xml('create') do |xml|
+        xml.function(controlid: "1") {
+          xml.create_vendor {
+            xml.vendorid intacct_object_id
+            vendor_xml xml
+          }
+        }
+      end
+
+      successful?
+    end
+
+    def update updated_vendor = false
+      @object = updated_vendor if updated_vendor
+      return false if object.intacct_system_id.nil?
+
+
+      send_xml('update') do |xml|
+        xml.function(controlid: "1") {
+          xml.update_vendor(vendorid: intacct_system_id) {
+            vendor_xml xml
+          }
+        }
+      end
+
+      successful?
+    end
+
+    def delete
+      return false if object.intacct_system_id.nil?
+
+      @response = send_xml('delete') do |xml|
+        xml.function(controlid: "1") {
+          xml.delete_vendor(vendorid: intacct_system_id)
+        }
+      end
+
+      successful?
+    end
+
+    def get_list(options = {})
+      send_xml('get_list') do |xml|
+        xml.function(controlid: "f4") {
+          xml.get_list(object: "vendor", 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('//vendor').each do |invoice|
+          @data << OpenStruct.new({
+            id: invoice.at("vendorid").content,
+            name: invoice.at("name").content,
+            tax_id: invoice.at("taxid").content,
+            total_due: invoice.at("totaldue").content,
+            billing_type: invoice.at("billingtype").content,
+            vendor_account_number: invoice.at("vendoraccountno").content
+          })
+        end
+        @data
+      else
+        false
+      end
+    end
+
+    def intacct_object_id
+      "#{intacct_vendor_prefix}#{object.id}"
+    end
+
+    def vendor_xml xml
+      xml.name "#{object.company_name.present? ? object.company_name : object.full_name}"
+      #[todo] - Custom
+      xml.vendtype "Appraiser"
+      xml.taxid object.tax_id
+      xml.billingtype "balanceforward"
+      xml.status "active"
+      xml.contactinfo {
+        xml.contact {
+          xml.contactname "#{object.last_name}, #{object.first_name} (#{object.id})"
+          xml.printas object.full_name
+          xml.companyname object.company_name
+          xml.firstname object.first_name
+          xml.lastname object.last_name
+          xml.phone1 object.business_phone
+          xml.cellphone object.cell_phone
+          xml.email1 object.email
+          if object.billing_address.present?
+            xml.mailaddress {
+              xml.address1 object.billing_address.address1
+              xml.address2 object.billing_address.address2
+              xml.city object.billing_address.city
+              xml.state object.billing_address.state
+              xml.zip object.billing_address.zipcode
+            }
+          end
+        }
+      }
+      if object.ach_routing_number.present?
+        xml.achenabled "#{object.ach_routing_number.present? ? "true" : "false"}"
+        xml.achbankroutingnumber object.ach_routing_number
+        xml.achaccountnumber object.ach_account_number
+        xml.achaccounttype "#{object.ach_account_type.capitalize+" Account"}"
+        xml.achremittancetype "#{(object.ach_account_classification=="business" ? "CCD" : "PPD")}"
+      end
+    end
+  end
+end

data/lib/intacctrb/version.rb

@@ -0,0 +1,3 @@
+module IntacctRB
+  VERSION = "0.1"
+end

data/spec/features/intacct_bill.feature

@@ -0,0 +1,17 @@
+Feature: Intacct Bill
+  I need to be able to send and receive Intacct Bills.
+  We need to also pass an invoice, customer and vendor when creating the object.
+
+  Background:
+    Given I have setup the correct settings
+    And I have an payment, customer and vendor
+    Then I create an Intacct Bill object
+
+  Scenario Outline: It should "CRUD" an invoice in Intacct
+    Given I use the #<method> method
+    Then I should recieve a sucessfull response
+
+    Examples:
+      | method |
+      | create |
+      | delete |

data/spec/features/intacct_customer.feature

@@ -0,0 +1,18 @@
+Feature: Intacct Customer
+  I need to be able to send and receive Intacct customers (companies)
+
+  Background:
+    Given I have setup the correct settings
+    And I have a customer
+    Then I create an Intacct Customer object
+
+  Scenario Outline: It should "CRUD" a customer in Intacct
+    Given I use the #<method> method
+    Then I should recieve a sucessfull response
+
+    Examples:
+      | method |
+      | create |
+      | update |
+      | get    |
+      | delete |

data/spec/features/intacct_invoice.feature

@@ -0,0 +1,17 @@
+Feature: Intacct Invoice
+  I need to be able to send and receive Intacct Invoices.
+  We need to also pass an invoice, customer and vendor when creating the object.
+
+  Background:
+    Given I have setup the correct settings
+    And I have an invoice, customer and vendor
+    Then I create an Intacct Invoice object
+
+  Scenario Outline: It should "CRUD" an invoice in Intacct
+    Given I use the #<method> method
+    Then I should recieve a sucessfull response
+
+    Examples:
+      | method  |
+      | create  |
+      | delete |

data/spec/features/intacct_vendor.feature

@@ -0,0 +1,17 @@
+Feature: Intacct Vendor
+  I need to be able to send and receive Intacct vendors
+
+  Background:
+    Given I have setup the correct settings
+    And I have a vendor
+    Then I create an Intacct Vendor object
+
+  Scenario Outline: It should "CRUD" a vendor in Intacct
+    Given I use the #<method> method
+    Then I should recieve a sucessfull response
+
+    Examples:
+      | method  |
+      | create  |
+      | update  |
+      | delete |

data/spec/helpers.rb

@@ -0,0 +1,115 @@
+module Helpers
+  class << self
+    def random_id
+      return @random_id if @random_id
+      number = SecureRandom.random_number.to_s
+      @random_id = number[2..number.length]
+    end
+  end
+
+  def current_random_id
+    Helpers.random_id
+  end
+
+  def address
+    OpenStruct.new({
+      address1: Faker::Address.street_address,
+      address2: Faker::Address.secondary_address,
+      city: Faker::Address.city,
+      state: Faker::Address.state_abbr,
+      zipcode: Faker::Address.zip_code[0..4]
+    })
+  end
+
+  def person
+    fields = {
+      full_name: Faker::Name.name,
+      first_name: Faker::Name.first_name,
+      last_name: Faker::Name.last_name,
+    }
+
+    fields.merge! yield if block_given?
+
+    OpenStruct.new fields
+  end
+
+  def customer
+    @customer ||= OpenStruct.new({
+      id: current_random_id,
+      intacct_system_id: current_random_id,
+      name: 'RSpec Company'
+    })
+  end
+
+  def vendor
+    @vendor ||= OpenStruct.new({
+      id: current_random_id,
+      intacct_system_id: current_random_id,
+      first_name: "Rspec",
+      last_name: "Test",
+      full_name: "Rspec Test",
+      email: "test@example.com",
+      ach_account_number: "123456789",
+      ach_routing_number: "123456789",
+      ach_account_type: "savings",
+      ach_account_classification: "business",
+      ach_last_updated_at: Time.now,
+      billing_address: address
+    })
+  end
+
+  def payment
+    @payment ||= OpenStruct.new(invoice.to_h.merge({
+      type: 'some_type',
+      paid_at: DateTime.now,
+      base_amt: Faker::Number.number(2),
+      additional_amt: Faker::Number.number(2)
+    }))
+  end
+
+  def invoice
+    @invoice ||= OpenStruct.new({
+      id: current_random_id,
+      intacct_system_id: current_random_id,
+      created_at: DateTime.now,
+      mileage_miles: Faker::Number.number(3),
+      mileage_rate: Faker::Number.number(2),
+      mileage_fee: Faker::Number.number(2),
+      base_fee: Faker::Number.number(2),
+      additional_fee: Faker::Number.number(2),
+      note: Faker::Lorem.words,
+      creator: person,
+      claim: OpenStruct.new({
+        dlnumber: Faker::Number.number(6),
+        claimnumber: Faker::Number.number(6),
+        appraisal_type: 'auto',
+        insured_full_name: Faker::Name.name,
+        appraiser_driving_distance: Faker::Number.number(2),
+        dtcreated: DateTime.now,
+        vehicle: OpenStruct.new({
+          year: 2001,
+          make: Faker::Name.name,
+          model: 'A1',
+          address: address
+        }),
+        owner: person { {insuredorclaimant: 'INSURED' } },
+        adjuster: person
+      })
+    })
+  end
+
+  def default_setup
+    IntacctRB.setup do |config|
+      config.invoice_prefix  = 'AUTO-'
+      config.bill_prefix     = 'AUTO-'
+      config.customer_prefix = 'C'
+      config.vendor_prefix   = 'A'
+      config.xml_sender_id  = ENV['INTACCT_XML_SENDER_ID']
+      config.xml_password   = ENV['INTACCT_XML_PASSWORD']
+      config.app_user_id    = ENV['INTACCT_USER_ID']
+      config.app_company_id = ENV['INTACCT_COMPANY_ID']
+      config.app_password   = ENV['INTACCT_PASSWORD']
+      yield if block_given?
+    end
+  end
+end