ledger_sync 1.3.2 → 1.4.1

data/documentation/site/guides/customization/index.md

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+---
+title: Customization
+layout: guides
+---
+
+One of the goals of LedgerSync is to make it easy to customize for your needs.  For example, you may need:
+
+- Resource converters
+- Custom resources
+- Custom attributes
+- Custom operations
+- Custom ledgers
+- etc.
+
+We provide some guides for achieving this functionality.

data/documentation/site/guides/customization/resource_converters.md

@@ -0,0 +1,79 @@
+---
+title: Resource Converters
+layout: guides
+weight: 1
+---
+
+## Overview
+
+LedgerSync provides ledger-specific resources and operations for you to easily interface with a ledger.  Complexity arises for a few reasons, such as the following:
+
+- Ledgers have different resources.  Some ledgers may not even implement the same resources as another ledger.
+- Resources for a given ledger have different attributes from their counterparts in other ledgers.
+- Operations may not be supported in all ledgers (e.g. deletion is not available for some resources in QuickBooks Online)
+- etc.
+
+Because of this complexity, LedgerSync tries to remain "unopinionated" about ledgers.  The goal is to have resources, attributes, and operations that match as closely to the API as possible.  The issue here is that it requires a developer to have ledger-specific knowledge for every interaction with LedgerSync or to define new resource, operation, and validation layers entirely.
+
+To solve this problem, some engineers at [Modern Treasury](site.modern_treasury_url) have created what we call a `ResourceConverter`.  This object takes in a `source` and `destination`.  It also defines the mapping from source to destination.  This makes it easy to take any object and map it to a ledger-specific resource.  Having a converter per resource per ledger enables you to create an interface with LedgerSync.  After this layer is created, future developers are not required to have ledger-specific knowledge to make updates.
+
+Let's see how this works.
+
+## Scenario
+
+Let's assume that we have a `Customer` model object that we use internally that looks like the following:
+
+```ruby
+class Customer
+  attr_accessor :name
+  attr_accessor :email
+  attr_accessor :id
+end
+```
+
+We want to sync the data on this object (specifically `name`, `email`, and `id`) to QuickBooks Online and NetSuite.  We will also assume that we have already handled authentication and have a valid client for each(`quickbooks_online_client` and `netsuite_client`, respectively).  Both ledgers implement their own `Customer` object, but the attributes for these objects vary.  For example, here are the relevant snippets of these resources:
+
+```ruby
+module LedgerSync
+  module Ledgers
+    module QuickBooksOnline
+      class Customer < QuickBooksOnline::Resource
+        attribute :DisplayName, type: LedgerSync::Type::String
+
+        references_one :PrimaryEmailAddr, to: PrimaryEmailAddr
+      end
+    end
+  end
+end
+
+module LedgerSync
+  module Ledgers
+    module QuickBooksOnline
+      class PrimaryEmailAddr < QuickBooksOnline::Resource
+        attribute :Address, type: LedgerSync::Type::String
+      end
+    end
+  end
+end
+```
+
+```ruby
+module LedgerSync
+  module Ledgers
+    module NetSuite
+      class Customer < NetSuite::Resource
+        attribute :email, type: LedgerSync::Type::String
+        attribute :companyName, type: LedgerSync::Type::String
+        attribute :firstName, type: LedgerSync::Type::String
+        attribute :lastName, type: LedgerSync::Type::String
+      end
+    end
+  end
+end
+```
+
+<div class="note"><strong>Note:</strong>
+<p>
+  We will ignore for the purposes of this guide that NetSuite requires a `subsidiary` for their `Customer` resource.
+</p>
+</div>

data/documentation/site/guides/getting-started/get-help.md

@@ -0,0 +1,7 @@
+---
+title: Get Help
+weight: 3
+layout: guides
+---
+
+{% include getting_help.md page=page site=site %}

data/documentation/site/guides/getting-started/index.md

@@ -0,0 +1,8 @@
+---
+title: Getting Started
+excerpt: In this section you'll find basic information about Libris and how to use it.
+layout: guides
+---
+
+Once you have [installed LedgerSync](/guides/getting-started/installation), visit the
+[Quick Start Guide](/guides/getting-started/quick-start) to perform your first operation.

data/documentation/site/guides/getting-started/installation.md

@@ -0,0 +1,7 @@
+---
+title: Installation
+weight: 1
+layout: guides
+---
+
+{% include installation_instructions.md page=page site=site %}

data/documentation/site/guides/getting-started/quick-start.md

@@ -0,0 +1,123 @@
+---
+title: Quick Start
+weight: 2
+layout: guides
+---
+
+## Overview
+
+To use LedgerSync, you must carry out an `Operation`.  The operation will be ledger-specific and will require the
+following:
+
+1. Client
+2. Resource(s)
+
+## 1. Create a client
+
+Clients are responsible for the authentication and requests for a specific ledger.  In this example, we will assume you
+are using the QuickBooks Online ledger.
+
+<div class="note"><strong>Note:</strong> Each ledger has different requirements for authentication.  Please visit the
+ledger-specific pages to learn more.</div>
+
+```ruby
+client = LedgerSync::Ledgers::QuickBooksOnline::Client.new(
+  access_token: access_token, # assuming this is defined
+  client_id: ENV['QUICKBOOKS_ONLINE_CLIENT_ID'],
+  client_secret: ENV['QUICKBOOKS_ONLINE_CLIENT_SECRET'],
+  realm_id: ENV['QUICKBOOKS_ONLINE_REALM_ID'],
+  refresh_token: refresh_token # assuming this is defined
+)
+```
+
+## 2. Create resource(s)
+
+Create a resource on which to operate.  Some resources have references to other resources.  You can use
+`Util::ResourcesBuilder` to create resources and relationships from a structured hash.
+
+<div class="note"><strong>Note:</strong> Resources are ledger-specific, meaning they may have different attributes and
+references compared to other ledgers.  Please visit [the Reference](/reference) to learn about resource
+attributes.</div>
+
+```ruby
+resource = LedgerSync::Ledgers::QuickBooksOnline::Customer.new(
+  DisplayName: 'Sample Customer',
+  external_id: customer_external_id # A unique ID from your platform
+)
+```
+
+## 3. Create an operation
+
+Given our `client` and `resource` from above, we can now create an `Operation`.  Operations are typically CRUD-like
+methods, typically (though not always) only making a single request.
+
+Operations automatically determine a `Serializer` and `Deserializer`.  These serializers are used to translate to and
+the from the ruby `Resource` in the format required by the ledger.
+
+```ruby
+operation = LedgerSync::Ledgers::QuickBooksOnline::Customer::Operations::Create.new(
+  client: client,
+  resource: resource
+)
+```
+
+## 4. Perform the operation
+
+The next step is to perform the operation.  You can do this by simply calling `perform`.
+
+```ruby
+result = operation.perform # Returns a LedgerSync::OperationResult
+```
+
+This method will return a
+`LedgerSync::OperationResult` which is a special object allowing you to determine the success of the operation, access
+responses values (serialized and deserialized), and investigate failures.
+
+```ruby
+if result.success?
+  resource = result.operation.resource
+  # Do something with resource
+else # result.failure?
+  raise result.error
+end
+```
+
+## 5. Save updates to authentication
+
+Because QuickBooks Online uses Oauth 2, you must always be sure to save the access_token, refresh_token, and expirations
+as they can change with any API call.  Operations will always save values back to the client.
+
+### Automatically update values in .env
+
+If you have a `.env` file present in the root directory of your project, the client will automatically comment out old values and update new
+values.
+
+If you want to disable this functionality, you can do so by setting `update_dotenv` to `false` when instantiating the
+object:
+
+```ruby
+client = LedgerSync::Ledgers::QuickBooksOnline::Client.new(
+  access_token: access_token, # assuming this is defined
+  client_id: ENV['QUICKBOOKS_ONLINE_CLIENT_ID'],
+  client_secret: ENV['QUICKBOOKS_ONLINE_CLIENT_SECRET'],
+  realm_id: ENV['QUICKBOOKS_ONLINE_REALM_ID'],
+  refresh_token: refresh_token, # assuming this is defined
+  update_dotenv: false
+)
+```
+
+### Manually save values
+
+```ruby
+result.operation.client.ledger_attributes_to_save.each do |key, value|
+  # save values
+end
+```
+
+## Summary
+
+That's it!  Assuming proper authentication values and valid values on the resource, this will result in a new customer
+being created in QuickBooks Online.
+
+There are many other resources and operations that can be performed in QuickBooks Online.  For a complete guide of these
+and other ledgers, visit [the Reference](/reference).

data/documentation/site/guides/index.md

@@ -0,0 +1,16 @@
+---
+title: Welcome to LedgerSync
+layout: guides
+---
+
+## Join the Conversation
+
+[Click here]({{ site.slack_url }}) to join our public Slack group.
+
+## Installation
+
+{% include installation_instructions.md page=page site=site %}
+
+## Getting started
+
+Visit the [Quick Start Guide](/guides/getting-started/quick-start) to perform your first operation.

data/documentation/site/guides/ledgers/index.md

@@ -0,0 +1,12 @@
+---
+title: Ledgers
+excerpt: LedgerSync allows you to easily connect to multiple ledgers.
+layout: guides
+---
+
+The list on the left are the currently supported ledgers.  Visit each to learn more of the following:
+
+- how to authenticate
+- supported resources and attributes
+- supported operations
+- ledger-specific helpers and utilities

data/documentation/site/guides/ledgers/netsuite.md

@@ -0,0 +1,9 @@
+---
+title: NetSuite REST
+weight: 1
+layout: guides
+---
+
+{% include ledgers/netsuite_summary.md page=page site=site %}
+
+Visit [the NetSuite REST reference guide](/reference/NetSuite REST) for more detailed documentation.

data/documentation/site/guides/ledgers/netsuite_soap.md

@@ -0,0 +1,9 @@
+---
+title: NetSuite SOAP
+weight: 2
+layout: guides
+---
+
+{% include ledgers/netsuite_soap_summary.md page=page site=site %}
+
+Visit [the NetSuite SOAP reference guide](/reference/NetSuite SOAP) for more detailed documentation.

data/documentation/site/guides/ledgers/quickbooks_online.md

@@ -0,0 +1,9 @@
+---
+title: QuickBooks Online
+weight: 3
+layout: guides
+---
+
+{% include ledgers/quickbooks_online_summary.md page=page site=site %}
+
+Visit [the QuickBooks Online reference guide](/reference/QuickBooks Online) for more detailed documentation.

data/documentation/site/guides/ledgers/stripe.md

@@ -0,0 +1,9 @@
+---
+title: Stripe
+weight: 4
+layout: guides
+---
+
+{% include ledgers/stripe_summary.md page=page site=site %}
+
+Visit [the Stripe reference guide](/reference/Stripe) for more detailed documentation.

data/documentation/site/guides/modern-treasury/index.md

@@ -0,0 +1,14 @@
+---
+title: Modern Treasury
+excerpt: >-
+  LedgerSync is an open-sourced library owned and maintained by Modern Treasury.
+layout: guides
+---
+
+[Modern Treasury]({{ site.modern_treasury_url }}) is the owner and maintainer of LedgerSync.  LedgerSync is an
+open-source library, so companies are encouraged to use it according to the open-source license.
+
+Modern Treasury is a user of LedgerSync, allowing the ModernTreasury platform to easily connect to multiple ledgers.
+Modern Treasury invests core product and engineering resources to maintaining and expanding LedgerSync.
+
+If you would like to learn more about Modern Treasury, please visit [www.moderntreasury.com]({{ site.modern_treasury_url }})

data/documentation/site/guides/tips_and_more/index.md

@@ -0,0 +1,76 @@
+---
+title: Tips and More
+excerpt: LedgerSync allows you to easily connect to multiple ledgers.
+layout: guides
+---
+
+## Keyword Arguments
+
+LedgerSync heavily uses ruby keyword arguments so as to make it clear what values are being passed and which attributes are required.  When this README says something like "the `fun_function` function takes the argument `foo`" that translates to `fun_function(foo: :some_value)`.
+
+## Fingerprints
+
+Most objects in LedgerSync can be fingerprinted by calling the instance method `fingerprint`.  For example:
+
+```ruby
+puts LedgerSync::Customer.new.fingerprint # "b3eab7ec00431a4ae0468fee72e5ba8f"
+
+puts LedgerSync::Customer.new.fingerprint == LedgerSync::Customer.new.fingerprint # true
+puts LedgerSync::Customer.new.fingerprint == LedgerSync::Customer.new(name: :foo).fingerprint # false
+puts LedgerSync::Customer.new.fingerprint == LedgerSync::Payment.new.fingerprint # false
+```
+
+Fingerprints are used to compare objects.  This method is used in de-duping objects, as it only considers the data inside and not the instance itself (as shown above).
+
+## Serialization
+
+Most objects in LedgerSync can be serialized by calling the instance method `serialize`.  For example:
+
+```ruby
+puts LedgerSync::Payment.new(
+  customer: LedgerSync::Customer.new
+)
+
+{
+  root: "LedgerSync::Payment/8eed81c0177801a001f2544f0c85e21d",
+  objects: {
+    "LedgerSync::Payment/8eed81c0177801a001f2544f0c85e21d": {
+      id: "LedgerSync::Payment/8eed81c0177801a001f2544f0c85e21d",
+      object: "LedgerSync::Payment",
+      fingeprint: "8eed81c0177801a001f2544f0c85e21d",
+      data: {
+        currency: nil,
+        amount: nil,
+        customer: {
+          object: "reference",
+          id: "LedgerSync::Customer/b3eab7ec00431a4ae0468fee72e5ba8f"
+        },
+        external_id: "",
+        ledger_id: nil,
+
+      }
+    },
+    "LedgerSync::Customer/b3eab7ec00431a4ae0468fee72e5ba8f": {
+      id: "LedgerSync::Customer/b3eab7ec00431a4ae0468fee72e5ba8f",
+      object: "LedgerSync::Customer",
+      fingeprint: "b3eab7ec00431a4ae0468fee72e5ba8f",
+      data: {
+        name: nil,
+        email: nil,
+        phone_number: nil,
+        external_id: "",
+        ledger_id: nil
+      }
+    }
+  }
+}
+```
+
+The serialization of any object follows the same structure.  There is a `:root` key that holds the ID of the root object.  There is also an `:objects` hash that contains all of the objects for this serialization.  As you can see, unique nested objects listed in the `:objects` hash and referenced using a "reference object", in this case:
+
+```ruby
+{
+  object: "reference",
+  id: "LedgerSync::Customer/b3eab7ec00431a4ae0468fee72e5ba8f"
+}
+```

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data/documentation/site/index.md

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+---
+title: Home
+sections:
+  - section_id: hero
+    type: section_hero
+    title: LedgerSync
+    image: images/5.jpg
+    content: An open-source library for easily syncing with accounting software, general ledgers, ERPs, and other ledgers.
+    actions:
+      - label: Get Started
+        url: guides
+        type: primary
+  - section_id: features
+    type: section_grid
+    col_number: three
+    grid_items:
+      - title: Guides
+        content: >-
+          Check out our Quick Start guide to start syncing.  You can also view other detailed guides for various use cases, ledgers, customizability, and more.
+        actions:
+          - label: Get Started
+            url: /guides
+            type: link
+      - title: Reference
+        content: >-
+          The Reference gives you detailed information about each ledger, operation, and resource.  The Reference will help you know what attributes are required for which operations.
+        actions:
+          - label: View Reference
+            url: /reference
+            type: link
+      - title: Contribute
+        content: >-
+          Want to help build LedgerSync?  Check out our guidelines and resources for extending LedgerSync to new
+          legders, resources, and more.
+        actions:
+          - label: Learn More
+            url: /guides/contribute
+            type: link
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+  #       type: primary
+  #     - label: Get Started
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+  # - section_id: cta
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+  #   actions:
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+  #       url: /guides/getting-started/installation.html
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+  #     cursus quis, fringilla nec sapien. Vestibulum imperdiet nunc bibendum
+  #     consectetur lobortis.
+  #   actions:
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+layout: advanced
+---