intacctrb 0.1

data/spec/spec_helper.rb

@@ -0,0 +1,17 @@
+require 'rubygems'
+require 'bundler/setup'
+# our gem
+require 'intacctrb'
+require 'dotenv'
+require "faker"
+require "pry"
+require 'awesome_print'
+require 'helpers'
+
+Dotenv.load
+
+Dir["./spec/steps/**/*steps.rb"].each { |f| require f }
+
+RSpec.configure do |config|
+  config.include Helpers
+end

data/spec/steps/intacct_bill_steps.rb

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+module IntacctBillSteps
+  class << self
+    attr_accessor :intacct_key
+  end
+
+  step 'I have setup the correct settings' do
+    default_setup
+    custom_fields_for_auto
+  end
+
+  step('I have an payment, customer and vendor') { payment; customer; vendor }
+
+  step 'I create an Intacct Bill object' do
+    @intacct_bill = Intacct::Bill.new({
+      payment: payment,
+      customer: customer,
+      vendor: vendor
+    })
+  end
+
+  step 'I use the #create method' do
+    # We need to remove the fake intacct_system_id so it creates a real one
+    @intacct_bill.object.payment.intacct_system_id = nil
+    @intacct_bill.object.customer.intacct_system_id = nil
+    @intacct_bill.object.vendor.intacct_system_id = nil
+    @response = @intacct_bill.create
+    IntacctBillSteps.intacct_key = @intacct_bill.object.payment.intacct_key
+  end
+
+  step 'I use the #delete method' do
+    @intacct_bill.object.payment.intacct_key = IntacctBillSteps.intacct_key
+    @response = @intacct_bill.delete
+    if @response
+      Intacct::Customer.new(@intacct_bill.object.customer).delete
+      Intacct::Vendor.new(@intacct_bill.object.vendor).delete
+    end
+  end
+
+  def custom_fields_for_auto
+    Intacct::Bill.class_eval do
+      custom_bill_fields do |xml|
+        xml.billno intacct_object_id #intact bill id
+        xml.ponumber object.payment.claim.claimnumber
+        xml.description "some description"
+        xml.externalid "AUTO-#{object.payment.id}"
+        xml.basecurr "USD"
+        xml.currency "USD"
+        xml.exchratetype "Intacct Daily Rate"
+        xml.customfields {
+          xml.customfield {
+            xml.customfieldname "CLAIM_NUMBER_ACD"
+            xml.customfieldvalue object.payment.claim.dlnumber
+          }
+          xml.customfield {
+            xml.customfieldname "CLAIM_NUMBER_CLIENT"
+            xml.customfieldvalue object.payment.claim.claimnumber
+          }
+          xml.customfield {
+            xml.customfieldname "VEHICLE_YEAR"
+            xml.customfieldvalue object.payment.claim.vehicle.year
+          }
+          xml.customfield {
+            xml.customfieldname "VEHICLE_MAKE"
+            xml.customfieldvalue object.payment.claim.vehicle.make
+          }
+          xml.customfield {
+            xml.customfieldname "VEHICLE_MODEL"
+            xml.customfieldvalue object.payment.claim.vehicle.model
+          }
+          xml.customfield {
+            xml.customfieldname "VEHICLE_TYPE"
+            xml.customfieldvalue object.payment.claim.appraisal_type
+          }
+          xml.customfield {
+            xml.customfieldname "NAME_OWNER"
+            xml.customfieldvalue object.payment.claim.owner.full_name
+          }
+          xml.customfield {
+            xml.customfieldname "NAME_INSURED"
+            xml.customfieldvalue object.payment.claim.owner.insuredorclaimant=="INSURED" ? object.payment.claim.owner.full_name : object.payment.claim.insured_full_name
+          }
+          xml.customfield {
+            xml.customfieldname "NAME_CLAIMANT"
+            xml.customfieldvalue object.payment.claim.owner.insuredorclaimant=="CLAIMANT" ? object.payment.claim.owner.full_name : ""
+          }
+          xml.customfield {
+            xml.customfieldname "LOCATION_CITY"
+            xml.customfieldvalue object.payment.claim.vehicle.address.city
+          }
+          xml.customfield {
+            xml.customfieldname "LOCATION_STATE"
+            xml.customfieldvalue object.payment.claim.vehicle.address.state
+          }
+          xml.customfield {
+            xml.customfieldname "LOCATION_ZIP"
+            xml.customfieldvalue object.payment.claim.vehicle.address.zipcode
+          }
+          xml.customfield {
+            xml.customfieldname "MILEAGE_RT_BILLABLE"
+            xml.customfieldvalue 100
+          }
+          xml.customfield {
+            xml.customfieldname "MILEAGE_RT_TOTAL"
+            xml.customfieldvalue 100
+          }
+          xml.customfield {
+            xml.customfieldname "MILEAGE_RATE"
+            xml.customfieldvalue object.payment.mileage_rate
+          }
+          xml.customfield {
+            xml.customfieldname "NAME_ADJUSTER"
+            xml.customfieldvalue "#{object.payment.claim.adjuster.last_name}, #{object.payment.claim.adjuster.first_name}"
+          }
+          xml.customfield {
+            xml.customfieldname "CLAIM_CREATED_DATE"
+            xml.customfieldvalue object.payment.claim.dtcreated.strftime("%m/%d/%Y")
+          }
+          xml.customfield {
+            xml.customfieldname "NAME_PROCESSOR"
+            xml.customfieldvalue object.payment.creator.full_name
+          }
+          if object.payment.claim.dtloss.present?
+            xml.customfield {
+              xml.customfieldname "LOSS_DATE"
+              xml.customfieldvalue object.payment.claim.dtloss.strftime("%m/%d/%Y")
+            }
+          end
+          xml.customfield {
+            xml.customfieldname "LOSS_CATEGORY"
+            xml.customfieldvalue object.payment.claim.coveragetype
+          }
+          if object.payment.claim.estimate_id.present?
+            xml.customfield {
+              xml.customfieldname "LOSS_ESTIMATE_AMOUNT"
+              xml.customfieldvalue object.payment.claim.estimate.estimate_amt
+            }
+            xml.customfield {
+              xml.customfieldname "LOSS_FINAL_AMOUNT"
+              xml.customfieldvalue object.payment.claim.estimate.estimate_final_amt
+            }
+          end
+          xml.customfield {
+            xml.customfieldname "ASSIGNMENT_TYPE"
+            xml.customfieldvalue object.payment.type
+          }
+        }
+      end
+      bill_item_fields do |xml|
+        xml.billitems {
+          #set amount
+          xml.lineitem {
+            xml.glaccountno 4040
+            xml.amount 100
+            xml.memo object.payment.note
+            xml.locationid "ACDCorp"
+            xml.customerid object.customer.intacct_system_id
+            xml.vendorid object.vendor.intacct_system_id
+            xml.employeeid
+            xml.classid "A100" #hardcoded = will always be A100
+          }
+          #set mileage amount if exists
+          if object.payment.mileage_amt!=0
+            xml.lineitem {
+              xml.glaccountno 4040
+              xml.amount 100
+              xml.memo object.payment.note
+              xml.locationid "ACDCorp"
+              xml.customerid object.customer.intacct_system_id
+              xml.vendorid object.vendor.intacct_system_id
+              xml.employeeid
+              xml.classid "A100" #hardcoded = will always be A100
+            }
+          end
+        }
+      end
+    end
+  end
+end

data/spec/steps/intacct_customer_steps.rb

@@ -0,0 +1,27 @@
+module IntacctCustomerSteps
+  step('I have a customer') { customer }
+
+  step 'I create an Intacct Customer object' do
+    @intacct_customer = Intacct::Customer.new customer
+  end
+
+  step 'I use the #create method' do
+    @response = @intacct_customer.create
+  end
+
+  step 'I use the #get method' do
+    @response = @intacct_customer.get
+  end
+
+  step 'I use the #update method' do
+    @response = @intacct_customer.update
+  end
+
+  step 'I use the #delete method' do
+    @response = @intacct_customer.delete
+  end
+
+  step 'I should recieve "id, name and termname"' do
+    expect(@response.keys).to include :id, :name, :termname
+  end
+end

data/spec/steps/intacct_invoice_steps.rb

@@ -0,0 +1,170 @@
+module IntacctInvoiceSteps
+  class << self
+    attr_accessor :intacct_key
+  end
+
+  step 'I have setup the correct settings' do
+    default_setup
+    custom_fields_for_auto
+  end
+
+  step('I have an invoice, customer and vendor') { invoice; customer; vendor }
+
+  step 'I create an Intacct Invoice object' do
+    @intacct_invoice = Intacct::Invoice.new({
+      invoice: invoice,
+      customer: customer,
+      vendor: vendor
+    })
+  end
+
+  step 'I use the #create method' do
+    # We need to remove the fake intacct_system_id so it creates a real one
+    @intacct_invoice.object.invoice.intacct_system_id = nil
+    @intacct_invoice.object.customer.intacct_system_id = nil
+    @intacct_invoice.object.vendor.intacct_system_id = nil
+    @response = @intacct_invoice.create
+    IntacctInvoiceSteps.intacct_key = @intacct_invoice.object.invoice.intacct_key
+  end
+
+  step 'I use the #delete method' do
+    @intacct_invoice.object.invoice.intacct_key = IntacctInvoiceSteps.intacct_key
+    @response = @intacct_invoice.delete
+    if @response
+      Intacct::Customer.new(@intacct_invoice.object.customer).delete
+      Intacct::Vendor.new(@intacct_invoice.object.vendor).delete
+    end
+  end
+
+  def custom_fields_for_auto
+    Intacct::Invoice.class_eval do
+      custom_invoice_fields do |xml|
+        xml.customfields {
+          xml.customfield {
+            xml.customfieldname "CLAIM_NUMBER_ACD"
+            xml.customfieldvalue object.invoice.claim.dlnumber
+          }
+          xml.customfield {
+            xml.customfieldname "CLAIM_NUMBER_CLIENT"
+            xml.customfieldvalue object.invoice.claim.claimnumber
+          }
+          xml.customfield {
+            xml.customfieldname "VEHICLE_YEAR"
+            xml.customfieldvalue object.invoice.claim.vehicle.year
+          }
+          xml.customfield {
+            xml.customfieldname "VEHICLE_MAKE"
+            xml.customfieldvalue object.invoice.claim.vehicle.make
+          }
+          xml.customfield {
+            xml.customfieldname "VEHICLE_MODEL"
+            xml.customfieldvalue object.invoice.claim.vehicle.model
+          }
+          xml.customfield {
+            xml.customfieldname "VEHICLE_TYPE"
+            xml.customfieldvalue object.invoice.claim.appraisal_type
+          }
+          xml.customfield {
+            xml.customfieldname "NAME_OWNER"
+            xml.customfieldvalue object.invoice.claim.owner.full_name
+          }
+          xml.customfield {
+            xml.customfieldname "NAME_INSURED"
+            xml.customfieldvalue object.invoice.claim.owner.insuredorclaimant=="INSURED" ? object.invoice.claim.owner.full_name : object.invoice.claim.insured_full_name
+          }
+          xml.customfield {
+            xml.customfieldname "NAME_CLAIMANT"
+            xml.customfieldvalue object.invoice.claim.owner.insuredorclaimant=="CLAIMANT" ? object.invoice.claim.owner.full_name : ""
+          }
+          xml.customfield {
+            xml.customfieldname "LOCATION_CITY"
+            xml.customfieldvalue object.invoice.claim.vehicle.address.city
+          }
+          xml.customfield {
+            xml.customfieldname "LOCATION_STATE"
+            xml.customfieldvalue object.invoice.claim.vehicle.address.state
+          }
+          xml.customfield {
+            xml.customfieldname "LOCATION_ZIP"
+            xml.customfieldvalue object.invoice.claim.vehicle.address.zipcode
+          }
+          xml.customfield {
+            xml.customfieldname "MILEAGE_RT_BILLABLE"
+            xml.customfieldvalue 30
+          }
+          xml.customfield {
+            xml.customfieldname "MILEAGE_RT_TOTAL"
+            xml.customfieldvalue object.invoice.claim.appraiser_driving_distance.to_i*2
+          }
+          xml.customfield {
+            xml.customfieldname "MILEAGE_RATE"
+            xml.customfieldvalue object.invoice.mileage_rate
+          }
+          xml.customfield {
+            xml.customfieldname "NAME_ADJUSTER"
+            xml.customfieldvalue "#{object.invoice.claim.adjuster.last_name}, #{object.invoice.claim.adjuster.first_name}"
+          }
+          xml.customfield {
+            xml.customfieldname "CLAIM_CREATED_DATE"
+            xml.customfieldvalue object.invoice.claim.dtcreated.strftime("%m/%d/%Y")
+          }
+          xml.customfield {
+            xml.customfieldname "NAME_PROCESSOR"
+            xml.customfieldvalue object.invoice.creator.full_name
+          }
+          if object.invoice.claim.dtloss.present?
+            xml.customfield {
+              xml.customfieldname "LOSS_DATE"
+              xml.customfieldvalue object.invoice.claim.dtloss.strftime("%m/%d/%Y")
+            }
+          end
+          xml.customfield {
+            xml.customfieldname "LOSS_CATEGORY"
+            xml.customfieldvalue object.invoice.claim.coveragetype
+          }
+          if object.invoice.claim.estimate_id.present?
+            xml.customfield {
+              xml.customfieldname "LOSS_ESTIMATE_AMOUNT"
+              xml.customfieldvalue object.invoice.claim.estimate.estimate_amt
+            }
+            xml.customfield {
+              xml.customfieldname "LOSS_FINAL_AMOUNT"
+              xml.customfieldvalue object.invoice.claim.estimate.estimate_final_amt
+            }
+          end
+          xml.customfield {
+            xml.customfieldname "ASSIGNMENT_TYPE"
+            xml.customfieldvalue object.invoice.type
+          }
+        }
+        xml.invoiceitems {
+          #set amount
+          standard_amount = object.invoice.base_fee+object.invoice.additional_fee
+          xml.lineitem {
+            xml.glaccountno 4180
+            xml.amount standard_amount
+            xml.memo object.invoice.note
+            xml.locationid "ACDCorp"
+            xml.customerid object.customer.intacct_system_id
+            # xml.vendorid "#{payment.payee.intacct_system_id if payment}"
+            xml.employeeid
+            xml.classid "A100" #hardcoded = will always be A100
+          }
+          #set mileage amount if exists
+          if object.invoice.mileage_fee!=0
+            xml.lineitem {
+              xml.glaccountno 4180
+              xml.amount object.invoice.mileage_fee
+              xml.memo object.invoice.note
+              xml.locationid "ACDCorp"
+              xml.customerid object.customer.intacct_system_id
+              # xml.vendorid "#{payment.payee.intacct_system_id if payment}"
+              xml.employeeid
+              xml.classid "A100" #hardcoded = will always be A100
+            }
+          end
+        }
+      end
+    end
+  end
+end

data/spec/steps/intacct_vendor_steps.rb

@@ -0,0 +1,23 @@
+module IntacctVendorSteps
+  step('I have a vendor') { vendor }
+
+  step 'I create an Intacct Vendor object' do
+    @intacct_vendor = Intacct::Vendor.new vendor
+  end
+
+  step 'I use the #create method' do
+    @response = @intacct_vendor.create
+  end
+
+  step 'I use the #update method' do
+    @response = @intacct_vendor.update
+  end
+
+  step 'I use the #delete method' do
+    @response = @intacct_vendor.delete
+  end
+
+  step 'I should recieve "id, name and termname"' do
+    expect(@response.keys).to include :id, :name, :termname
+  end
+end

data/spec/turnip_helper.rb

@@ -0,0 +1,7 @@
+step 'I have setup the correct settings' do
+  default_setup
+end
+
+step 'I should recieve a sucessfull response' do
+  expect(@response).to be_true
+end

metadata

@@ -0,0 +1,224 @@
+--- !ruby/object:Gem::Specification
+name: intacctrb
+version: !ruby/object:Gem::Version
+  version: '0.1'
+platform: ruby
+authors:
+- Matt Hale
+autorequire: 
+bindir: bin
+cert_chain: []
+date: 2016-11-13 00:00:00.000000000 Z
+dependencies:
+- !ruby/object:Gem::Dependency
+  name: nokogiri
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: hooks
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: bundler
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '1.3'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '1.3'
+- !ruby/object:Gem::Dependency
+  name: rake
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: rspec
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: turnip
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: awesome_print
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: pry
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: dotenv-rails
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: faker
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 1.2.0
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 1.2.0
+description: Ruby lib to communicate with the Intacct API system. Forked from https://github.com/cj/intacct.
+email:
+- matt.hale.0@gmail.com
+executables: []
+extensions: []
+extra_rdoc_files: []
+files:
+- ".DS_Store"
+- ".gitignore"
+- ".rspec"
+- Gemfile
+- Gemfile.lock
+- LICENSE.txt
+- README.md
+- Rakefile
+- intacctrb.gemspec
+- lib/.DS_Store
+- lib/intacctrb.rb
+- lib/intacctrb/ap_payment.rb
+- lib/intacctrb/base.rb
+- lib/intacctrb/bill.rb
+- lib/intacctrb/customer.rb
+- lib/intacctrb/invoice.rb
+- lib/intacctrb/journal_entry.rb
+- lib/intacctrb/vendor.rb
+- lib/intacctrb/version.rb
+- spec/features/intacct_bill.feature
+- spec/features/intacct_customer.feature
+- spec/features/intacct_invoice.feature
+- spec/features/intacct_vendor.feature
+- spec/helpers.rb
+- spec/spec_helper.rb
+- spec/steps/intacct_bill_steps.rb
+- spec/steps/intacct_customer_steps.rb
+- spec/steps/intacct_invoice_steps.rb
+- spec/steps/intacct_vendor_steps.rb
+- spec/turnip_helper.rb
+homepage: https://github.com/apexdp/intacctrb
+licenses: []
+metadata: {}
+post_install_message: 
+rdoc_options: []
+require_paths:
+- lib
+required_ruby_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: '0'
+required_rubygems_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: '0'
+requirements: []
+rubyforge_project: 
+rubygems_version: 2.5.1
+signing_key: 
+specification_version: 4
+summary: Ruby Intacct API Client
+test_files:
+- spec/features/intacct_bill.feature
+- spec/features/intacct_customer.feature
+- spec/features/intacct_invoice.feature
+- spec/features/intacct_vendor.feature
+- spec/helpers.rb
+- spec/spec_helper.rb
+- spec/steps/intacct_bill_steps.rb
+- spec/steps/intacct_customer_steps.rb
+- spec/steps/intacct_invoice_steps.rb
+- spec/steps/intacct_vendor_steps.rb
+- spec/turnip_helper.rb