ledger_sync 1.0.10 → 1.1.1

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

@@ -0,0 +1,72 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Expense
+        module Operations
+          class Update < Operation::Update
+            class Contract < LedgerSync::Adaptors::Contract
+              schema do
+                required(:ledger_id).filled(:string)
+                required(:account).hash(Types::Reference)
+                required(:vendor).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
+              ledger_resource_data = adaptor.find(
+                resource: 'purchase',
+                id: resource.ledger_id
+              )
+              response = adaptor.post(
+                resource: 'purchase',
+                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,
+                },
+                '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/searcher.rb

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

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

@@ -0,0 +1,14 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module JournalEntry
+        module Mapping
+          LINE_ITEM_TYPES = {
+            'debit' => 'Debit',
+            'credit' => 'Credit',
+          }
+        end
+      end
+    end
+  end
+end

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

@@ -0,0 +1,56 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module JournalEntry
+        module Operations
+          class Create < Operation::Create
+            class Contract < LedgerSync::Adaptors::Contract
+              params do
+                required(:ledger_id).value(:nil)
+                optional(:currency).filled(:string)
+                optional(:memo).filled(:string)
+                optional(:transaction_date).filled(:date?)
+                optional(:line_items).array(Types::Reference)
+              end
+            end
+
+            private
+
+            def operate
+              response = adaptor.post(
+                resource: 'journal_entry',
+                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,
+                'Line' => resource.line_items.map do |line_item|
+                  {
+                    'DetailType' => 'JournalEntryLineDetail',
+                    'JournalEntryLineDetail' => {
+                      'PostingType': Mapping::LINE_ITEM_TYPES[line_item.entry_type],
+                      '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/journal_entry/operations/find.rb

@@ -0,0 +1,34 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module JournalEntry
+        module Operations
+          class Find < Operation::Find
+            class Contract < LedgerSync::Adaptors::Contract
+              schema do
+                required(:ledger_id).filled(:string)
+                optional(:currency).maybe(:string)
+                optional(:memo).maybe(:string)
+                optional(:transaction_date).filled(:date?)
+                optional(:line_items).array(Types::Reference)
+              end
+            end
+
+            private
+
+            def operate
+              return failure(nil) if resource.ledger_id.nil?
+
+              response = adaptor.find(
+                resource: 'journal_entry',
+                id: resource.ledger_id
+              )
+
+              success(response: response)
+            end
+          end
+        end
+      end
+    end
+  end
+end

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

@@ -0,0 +1,60 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module JournalEntry
+        module Operations
+          class Update < Operation::Update
+            class Contract < LedgerSync::Adaptors::Contract
+              schema do
+                required(:ledger_id).filled(:string)
+                optional(:currency).filled(:string)
+                optional(:memo).filled(:string)
+                optional(:transaction_date).filled(:date?)
+                optional(:line_items).array(Types::Reference)
+              end
+            end
+
+            private
+
+            def operate
+              ledger_resource_data = adaptor.find(
+                resource: 'journal_entry',
+                id: resource.ledger_id
+              )
+              response = adaptor.post(
+                resource: 'journal_entry',
+                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,
+                'Line' => resource.line_items.map do |line_item|
+                  {
+                    'DetailType' => 'JournalEntryLineDetail',
+                    'JournalEntryLineDetail' => {
+                      'PostingType': Mapping::LINE_ITEM_TYPES[line_item.entry_type],
+                      '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/journal_entry/searcher.rb

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

data/lib/ledger_sync/adaptors/quickbooks_online/operation.rb

@@ -0,0 +1,30 @@
+# frozen_string_literal: true
+
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Operation
+        TYPES = %i[create find update].freeze
+
+        module Mixin
+          def self.included(base)
+            base.include Adaptors::Operation::Mixin
+          end
+
+          def perform
+            super
+          rescue OAuth2::Error => e
+            failure(e)
+          end
+        end
+
+        TYPES.each do |type|
+          klass = Class.new do
+            include QuickBooksOnline::Operation::Mixin
+          end
+          Operation.const_set(LedgerSync::Util::StringHelpers.camelcase(type.to_s), klass)
+        end
+      end
+    end
+  end
+end

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

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module LedgerSync
   module Adaptors
     module QuickBooksOnline
@@ -19,40 +21,24 @@ module LedgerSync
 
             private
 
-            def build
-              build_customer_operation
-              add_root_operation(self)
-            end
-
             def operate
-              response = adaptor.upsert(
+              response = adaptor.post(
                 resource: 'payment',
                 payload: local_resource_data
               )
 
               resource.ledger_id = response.dig('Id')
               success(response: response)
-            rescue OAuth2::Error => e
-              failure(e)
-            end
-
-            def build_customer_operation
-              customer = Customer::Operations::Upsert.new(
-                adaptor: adaptor,
-                resource: resource.customer
-              )
-
-              add_before_operation(customer)
             end
 
             def local_resource_data
               {
-                'TotalAmt': resource.amount,
-                'CurrencyRef': {
-                  'value': resource.currency,
+                'TotalAmt' => resource.amount / 100.0,
+                'CurrencyRef' => {
+                  'value' => resource.currency
                 },
-                'CustomerRef': {
-                  'value': resource.customer.ledger_id,
+                'CustomerRef' => {
+                  'value' => resource.customer.ledger_id
                 }
               }
             end

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

@@ -24,8 +24,6 @@ module LedgerSync
               )
 
               success(response: response)
-            rescue OAuth2::Error => e
-              failure(e)
             end
           end
         end

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

@@ -15,44 +15,28 @@ module LedgerSync
 
             private
 
-            def build
-              build_customer_operation
-              add_root_operation(self)
-            end
-
             def operate
               ledger_resource_data = adaptor.find(
                 resource: 'payment',
                 id: resource.ledger_id
               )
-              response = adaptor.upsert(
+              response = adaptor.post(
                 resource: 'payment',
                 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 build_customer_operation
-              customer = Customer::Operations::Upsert.new(
-                adaptor: adaptor,
-                resource: resource.customer
-              )
-
-              add_before_operation(customer)
             end
 
             def local_resource_data
               {
-                'TotalAmt': resource.amount,
-                'CurrencyRef': {
-                  'value': resource.currency,
+                'TotalAmt' => resource.amount / 100.0,
+                'CurrencyRef' => {
+                  'value' => resource.currency,
                 },
-                'CustomerRef': {
-                  'value': resource.customer.ledger_id,
+                'CustomerRef' => {
+                  'value' => resource.customer.ledger_id,
                 }
               }
             end