ledger_sync 1.0.10 → 1.1.1

data/lib/ledger_sync/adaptors/quickbooks_online/customer/operations/create.rb

@@ -16,7 +16,7 @@ module LedgerSync
             private
 
             def operate
-              response = adaptor.upsert(
+              response = adaptor.post(
                 resource: 'customer',
                 payload: local_resource_data
               )
@@ -27,12 +27,12 @@ module LedgerSync
 
             def local_resource_data
               {
-                'DisplayName': resource.name,
-                "PrimaryPhone": {
-                  "FreeFormNumber": resource.phone_number
+                'DisplayName' => resource.name,
+                'PrimaryPhone' => {
+                  'FreeFormNumber' => resource.phone_number
                 },
-                "PrimaryEmailAddr": {
-                  "Address": resource.email
+                'PrimaryEmailAddr' => {
+                  'Address' => resource.email
                 }
               }
             end

data/lib/ledger_sync/adaptors/quickbooks_online/customer/operations/find.rb

@@ -18,14 +18,12 @@ module LedgerSync
             def operate
               return failure(nil) if resource.ledger_id.nil?
 
-              response = @adaptor.find(
+              response = adaptor.find(
                 resource: 'customer',
                 id: resource.ledger_id
               )
 
               success(response: response)
-            rescue OAuth2::Error => e
-              failure(e)
             end
           end
         end

data/lib/ledger_sync/adaptors/quickbooks_online/customer/operations/update.rb

@@ -22,26 +22,23 @@ module LedgerSync
                 resource: 'customer',
                 id: resource.ledger_id
               )
-
-              response = adaptor.upsert(
+              response = adaptor.post(
                 resource: 'customer',
                 payload: merge_into(from: local_resource_data, to: ledger_resource_data)
               )
 
               resource.ledger_id = response.dig('Id')
               success(response: response)
-            rescue OAuth2::Error => e
-              failure(e)
             end
 
             def local_resource_data
               {
-                'DisplayName': resource.name,
-                "PrimaryPhone": {
-                  "FreeFormNumber": resource.phone_number
+                'DisplayName' => resource.name,
+                "PrimaryPhone" => {
+                  "FreeFormNumber" => resource.phone_number
                 },
-                "PrimaryEmailAddr": {
-                  "Address": resource.email
+                "PrimaryEmailAddr" => {
+                  "Address" => resource.email
                 }
               }
             end

data/lib/ledger_sync/adaptors/quickbooks_online/customer/searcher.rb

@@ -2,17 +2,7 @@ module LedgerSync
   module Adaptors
     module QuickBooksOnline
       module Customer
-        class Searcher < LedgerSync::Adaptors::Searcher
-          def next_searcher
-            paginate(limit: limit, offset: offset + limit)
-          end
-
-          def previous_searcher
-            return nil if offset <= 1
-
-            paginate(limit: limit, offset: offset - limit)
-          end
-
+        class Searcher < LedgerSync::Adaptors::QuickBooksOnline::Searcher
           def resources
             @resources ||= begin
               adaptor
@@ -25,37 +15,11 @@ module LedgerSync
                 .map do |c|
                   LedgerSync::Customer.new(
                     ledger_id: c.fetch('Id'),
-                    name: c.dig('FullyQualifiedName'),
-                    # active: c.dig('Active')
+                    name: c.dig('FullyQualifiedName')
                   )
                 end
             end
           end
-
-          def search
-            super
-          rescue OAuth2::Error => e
-            @response = e # TODO: Better catch/raise errors as LedgerSync::Error
-            failure
-          end
-
-          private
-          # Pagination uses notation of limit and offset
-          # limit: number of results per page
-          #
-          # offset: position of first result in a list.
-          # starts from 1, not 0
-          #
-          # More here:
-          # https://developer.intuit.com/app/developer/qbo/docs/develop/explore-the-quickbooks-online-api/data-queries#pagination
-
-          def limit
-            pagination.fetch(:limit, 10).to_i
-          end
-
-          def offset
-            pagination.fetch(:offset, 1).to_i
-          end
         end
       end
     end

data/lib/ledger_sync/adaptors/quickbooks_online/deposit/operations/create.rb

@@ -0,0 +1,61 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Deposit
+        module Operations
+          class Create < Operation::Create
+            class Contract < LedgerSync::Adaptors::Contract
+              params do
+                required(:ledger_id).value(:nil)
+                required(:account).hash(Types::Reference)
+                required(:currency).filled(:string)
+                required(:memo).filled(:string)
+                required(:transaction_date).filled(:date?)
+                required(:exchange_rate).maybe(:float)
+                required(:line_items).array(Types::Reference)
+              end
+            end
+
+            private
+
+            def operate
+              response = adaptor.post(
+                resource: 'deposit',
+                payload: local_resource_data
+              )
+
+              resource.ledger_id = response.dig('Id')
+              success(response: response)
+            end
+
+            def local_resource_data
+              {
+                'CurrencyRef' => {
+                  'value' => resource.currency,
+                },
+                'TxnDate' => resource.transaction_date.to_s, # Format: YYYY-MM-DD
+                'PrivateNote' => resource.memo,
+                'ExchangeRate' => resource.exchange_rate,
+                'DepositToAccountRef' => {
+                  'value' => resource.account.ledger_id
+                },
+                'Line' => resource.line_items.map do |line_item|
+                  {
+                    'DetailType' => 'DepositLineDetail',
+                    'DepositLineDetail' => {
+                      'AccountRef' => {
+                        'value' => line_item.account&.ledger_id
+                      }
+                    },
+                    'Amount' => line_item.amount / 100.0,
+                    'Description' => line_item.description
+                  }
+                end
+              }
+            end
+          end
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/deposit/operations/find.rb

@@ -0,0 +1,36 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Deposit
+        module Operations
+          class Find < Operation::Find
+            class Contract < LedgerSync::Adaptors::Contract
+              schema do
+                required(:ledger_id).filled(:string)
+                required(:account).hash(Types::Reference)
+                required(:currency).maybe(:string)
+                required(:memo).maybe(:string)
+                required(:transaction_date).filled(:date?)
+                required(:exchange_rate).maybe(:float)
+                required(:line_items).array(Types::Reference)
+              end
+            end
+
+            private
+
+            def operate
+              return failure(nil) if resource.ledger_id.nil?
+
+              response = adaptor.find(
+                resource: 'deposit',
+                id: resource.ledger_id
+              )
+
+              success(response: response)
+            end
+          end
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/deposit/operations/update.rb

@@ -0,0 +1,65 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Deposit
+        module Operations
+          class Update < Operation::Update
+            class Contract < LedgerSync::Adaptors::Contract
+              schema do
+                required(:ledger_id).filled(:string)
+                required(:account).hash(Types::Reference)
+                required(:currency).filled(:string)
+                required(:memo).filled(:string)
+                required(:transaction_date).filled(:date?)
+                required(:exchange_rate).maybe(:float)
+                required(:line_items).array(Types::Reference)
+              end
+            end
+
+            private
+
+            def operate
+              ledger_resource_data = adaptor.find(
+                resource: 'deposit',
+                id: resource.ledger_id
+              )
+              response = adaptor.post(
+                resource: 'deposit',
+                payload: merge_into(from: local_resource_data, to: ledger_resource_data)
+              )
+
+              resource.ledger_id = response.dig('Id')
+              success(response: response)
+            end
+
+            def local_resource_data
+              {
+                'CurrencyRef' => {
+                  'value' => resource.currency,
+                },
+                'TxnDate' => resource.transaction_date.to_s, # Format: YYYY-MM-DD
+                'PrivateNote' => resource.memo,
+                'ExchangeRate' => resource.exchange_rate,
+                'DepositToAccountRef' => {
+                  'value' => resource.account.ledger_id
+                },
+                'Line' => resource.line_items.map do |line_item|
+                  {
+                    'DetailType' => 'DepositLineDetail',
+                    'DepositLineDetail' => {
+                      'AccountRef' => {
+                        'value' => line_item.account&.ledger_id
+                      }
+                    },
+                    'Amount' => line_item.amount / 100.0,
+                    'Description' => line_item.description
+                  }
+                end
+              }
+            end
+          end
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/deposit/searcher.rb

@@ -0,0 +1,28 @@
+# frozen_string_literal: true
+require_relative '../searcher'
+
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Deposit
+        class Searcher < QuickBooksOnline::Searcher
+          def resources
+            @resources ||= begin
+              adaptor
+                .query(
+                  resource: 'deposit',
+                  limit: limit,
+                  offset: offset
+                )
+                .map do |c|
+                  LedgerSync::Deposit.new(
+                    ledger_id: c.fetch('Id')
+                  )
+                end
+            end
+          end
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/expense/mapping.rb

@@ -0,0 +1,15 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Expense
+        module Mapping
+          PAYMENT_TYPES = {
+            'cash' => 'Cash',
+            'check' => 'Check',
+            'credit_card' => 'CreditCard',
+          }
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/expense/operations/create.rb

@@ -0,0 +1,68 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Expense
+        module Operations
+          class Create < Operation::Create
+            class Contract < LedgerSync::Adaptors::Contract
+              params do
+                required(:ledger_id).value(:nil)
+                required(:vendor).hash(Types::Reference)
+                required(:account).hash(Types::Reference)
+                required(:amount).filled(:integer)
+                required(:currency).filled(:string)
+                required(:memo).filled(:string)
+                required(:payment_type).filled(:string)
+                required(:transaction_date).filled(:date?)
+                required(:exchange_rate).maybe(:float)
+                required(:line_items).array(Types::Reference)
+              end
+            end
+
+            private
+
+            def operate
+              response = adaptor.post(
+                resource: 'purchase',
+                payload: local_resource_data
+              )
+
+              resource.ledger_id = response.dig('Id')
+              success(response: response)
+            end
+
+            def local_resource_data
+              {
+                'CurrencyRef' => {
+                  'value' => resource.currency,
+                },
+                'PaymentType' => Mapping::PAYMENT_TYPES[resource.payment_type],
+                'TxnDate' => resource.transaction_date.to_s, # Format: YYYY-MM-DD
+                'PrivateNote' => resource.memo,
+                'ExchangeRate' => resource.exchange_rate,
+                'EntityRef' => {
+                  'value' => resource.vendor.ledger_id,
+                },
+                'AccountRef' => {
+                  'value' => resource.account.ledger_id
+                },
+                'Line' => resource.line_items.map do |line_item|
+                  {
+                    'DetailType' => 'AccountBasedExpenseLineDetail',
+                    'AccountBasedExpenseLineDetail' => {
+                      'AccountRef' => {
+                        'value' => line_item.account&.ledger_id
+                      }
+                    },
+                    'Amount' => line_item.amount / 100.0,
+                    'Description' => line_item.description
+                  }
+                end
+              }
+            end
+          end
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/expense/operations/find.rb

@@ -0,0 +1,39 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Expense
+        module Operations
+          class Find < Operation::Find
+            class Contract < LedgerSync::Adaptors::Contract
+              schema do
+                required(:ledger_id).filled(:string)
+                required(:account).hash(Types::Reference)
+                required(:vendor).hash(Types::Reference)
+                required(:amount).maybe(:integer)
+                required(:currency).maybe(:string)
+                required(:memo).maybe(:string)
+                required(:payment_type).maybe(:string)
+                required(:transaction_date).filled(:date?)
+                required(:exchange_rate).maybe(:float)
+                required(:line_items).array(Types::Reference)
+              end
+            end
+
+            private
+
+            def operate
+              return failure(nil) if resource.ledger_id.nil?
+
+              response = adaptor.find(
+                resource: 'purchase',
+                id: resource.ledger_id
+              )
+
+              success(response: response)
+            end
+          end
+        end
+      end
+    end
+  end
+end