ledger_sync 1.4.1 → 1.4.2

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Files changed (143) hide show
  1. checksums.yaml +4 -4
  2. data/Gemfile.lock +71 -17
  3. data/docs/.gitignore +4 -0
  4. data/documentation/build.sh +3 -1
  5. data/documentation/site/_includes/ledgers/{Stripe_summary.md → stripe_summary.md} +0 -0
  6. data/ledger_sync.gemspec +4 -0
  7. data/lib/ledger_sync/serialization/type/deserializer_references_one_type.rb +1 -1
  8. data/lib/ledger_sync/version.rb +1 -1
  9. metadata +59 -136
  10. data/docs/CNAME +0 -1
  11. data/docs/assets/css/brands.min.css +0 -5
  12. data/docs/assets/css/fontawesome.min.css +0 -5
  13. data/docs/assets/css/main.css +0 -1924
  14. data/docs/assets/css/monokai.css +0 -441
  15. data/docs/assets/js/main.js +0 -214
  16. data/docs/assets/js/plugins.js +0 -22
  17. data/docs/assets/js/prism.js +0 -9
  18. data/docs/assets/webfonts/fa-brands-400.eot +0 -0
  19. data/docs/assets/webfonts/fa-brands-400.svg +0 -3452
  20. data/docs/assets/webfonts/fa-brands-400.ttf +0 -0
  21. data/docs/assets/webfonts/fa-brands-400.woff +0 -0
  22. data/docs/assets/webfonts/fa-brands-400.woff2 +0 -0
  23. data/docs/blog/index.html +0 -282
  24. data/docs/guides/architecture/clients/index.html +0 -458
  25. data/docs/guides/architecture/index.html +0 -435
  26. data/docs/guides/architecture/operations/index.html +0 -465
  27. data/docs/guides/architecture/resources/index.html +0 -461
  28. data/docs/guides/architecture/results/index.html +0 -426
  29. data/docs/guides/architecture/searchers/index.html +0 -446
  30. data/docs/guides/architecture/serialization/index.html +0 -476
  31. data/docs/guides/community/index.html +0 -412
  32. data/docs/guides/contribute/console/index.html +0 -424
  33. data/docs/guides/contribute/deployment/index.html +0 -434
  34. data/docs/guides/contribute/documentation/index.html +0 -450
  35. data/docs/guides/contribute/index.html +0 -434
  36. data/docs/guides/contribute/qa/index.html +0 -436
  37. data/docs/guides/contribute/testing/index.html +0 -424
  38. data/docs/guides/customization/custom_resources/index.html +0 -461
  39. data/docs/guides/customization/custom_serializers/index.html +0 -460
  40. data/docs/guides/customization/index.html +0 -431
  41. data/docs/guides/customization/resource_converters/index.html +0 -491
  42. data/docs/guides/getting-started/get-help/index.html +0 -427
  43. data/docs/guides/getting-started/index.html +0 -421
  44. data/docs/guides/getting-started/installation/index.html +0 -433
  45. data/docs/guides/getting-started/quick-start/index.html +0 -531
  46. data/docs/guides/index.html +0 -428
  47. data/docs/guides/ledgers/index.html +0 -429
  48. data/docs/guides/ledgers/netsuite/index.html +0 -424
  49. data/docs/guides/ledgers/netsuite_soap/index.html +0 -424
  50. data/docs/guides/ledgers/quickbooks_online/index.html +0 -424
  51. data/docs/guides/ledgers/stripe/index.html +0 -424
  52. data/docs/guides/modern-treasury/index.html +0 -411
  53. data/docs/guides/tips_and_more/index.html +0 -471
  54. data/docs/images/1.jpg +0 -0
  55. data/docs/images/10.jpg +0 -0
  56. data/docs/images/2.jpg +0 -0
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  64. data/docs/images/logo.svg +0 -8
  65. data/docs/index.html +0 -379
  66. data/docs/overview/index.html +0 -409
  67. data/docs/posts/introducing-docs/index.html +0 -270
  68. data/docs/posts/netsuite-authentication/index.html +0 -624
  69. data/docs/reference/architecture/clients/index.html +0 -332
  70. data/docs/reference/architecture/index.html +0 -311
  71. data/docs/reference/architecture/operations/index.html +0 -302
  72. data/docs/reference/architecture/resources/index.html +0 -335
  73. data/docs/reference/architecture/results/index.html +0 -302
  74. data/docs/reference/architecture/searchers/index.html +0 -302
  75. data/docs/reference/architecture/serialization/index.html +0 -302
  76. data/docs/reference/index.html +0 -281
  77. data/docs/reference/netsuite/authentication/index.html +0 -392
  78. data/docs/reference/netsuite/authentication/token_based_authentication/index.html +0 -486
  79. data/docs/reference/netsuite/index.html +0 -388
  80. data/docs/reference/netsuite/resources/account/index.html +0 -484
  81. data/docs/reference/netsuite/resources/check/index.html +0 -492
  82. data/docs/reference/netsuite/resources/check_line_item/index.html +0 -460
  83. data/docs/reference/netsuite/resources/currency/index.html +0 -476
  84. data/docs/reference/netsuite/resources/customer/index.html +0 -488
  85. data/docs/reference/netsuite/resources/customer_deposit/index.html +0 -480
  86. data/docs/reference/netsuite/resources/department/index.html +0 -484
  87. data/docs/reference/netsuite/resources/deposit/index.html +0 -468
  88. data/docs/reference/netsuite/resources/deposit_line_item/index.html +0 -460
  89. data/docs/reference/netsuite/resources/index.html +0 -436
  90. data/docs/reference/netsuite/resources/invoice/index.html +0 -468
  91. data/docs/reference/netsuite/resources/invoice_line_item/index.html +0 -456
  92. data/docs/reference/netsuite/resources/item/index.html +0 -444
  93. data/docs/reference/netsuite/resources/journal_entry/index.html +0 -488
  94. data/docs/reference/netsuite/resources/journal_entry_line_item/index.html +0 -464
  95. data/docs/reference/netsuite/resources/ledger_class/index.html +0 -484
  96. data/docs/reference/netsuite/resources/location/index.html +0 -468
  97. data/docs/reference/netsuite/resources/resource/index.html +0 -440
  98. data/docs/reference/netsuite/resources/subsidiary/index.html +0 -448
  99. data/docs/reference/netsuite/resources/vendor/index.html +0 -492
  100. data/docs/reference/netsuite_soap/index.html +0 -303
  101. data/docs/reference/netsuite_soap/resources/customer/index.html +0 -364
  102. data/docs/reference/netsuite_soap/resources/index.html +0 -316
  103. data/docs/reference/netsuite_soap/resources/resource/index.html +0 -336
  104. data/docs/reference/netsuite_soap/resources/subsidiary/index.html +0 -356
  105. data/docs/reference/quickbooks_online/authentication/index.html +0 -442
  106. data/docs/reference/quickbooks_online/errors/index.html +0 -395
  107. data/docs/reference/quickbooks_online/index.html +0 -393
  108. data/docs/reference/quickbooks_online/resources/account/index.html +0 -530
  109. data/docs/reference/quickbooks_online/resources/bill/index.html +0 -534
  110. data/docs/reference/quickbooks_online/resources/bill_line_item/index.html +0 -496
  111. data/docs/reference/quickbooks_online/resources/bill_payment/index.html +0 -550
  112. data/docs/reference/quickbooks_online/resources/bill_payment_line_item/index.html +0 -488
  113. data/docs/reference/quickbooks_online/resources/currency/index.html +0 -492
  114. data/docs/reference/quickbooks_online/resources/customer/index.html +0 -514
  115. data/docs/reference/quickbooks_online/resources/department/index.html +0 -518
  116. data/docs/reference/quickbooks_online/resources/deposit/index.html +0 -526
  117. data/docs/reference/quickbooks_online/resources/deposit_line_item/index.html +0 -500
  118. data/docs/reference/quickbooks_online/resources/expense/index.html +0 -538
  119. data/docs/reference/quickbooks_online/resources/expense_line_item/index.html +0 -496
  120. data/docs/reference/quickbooks_online/resources/index.html +0 -484
  121. data/docs/reference/quickbooks_online/resources/invoice/index.html +0 -526
  122. data/docs/reference/quickbooks_online/resources/invoice_sales_line_item/index.html +0 -496
  123. data/docs/reference/quickbooks_online/resources/item/index.html +0 -484
  124. data/docs/reference/quickbooks_online/resources/journal_entry/index.html +0 -518
  125. data/docs/reference/quickbooks_online/resources/journal_entry_line_item/index.html +0 -504
  126. data/docs/reference/quickbooks_online/resources/ledger_class/index.html +0 -518
  127. data/docs/reference/quickbooks_online/resources/payment/index.html +0 -538
  128. data/docs/reference/quickbooks_online/resources/payment_line_item/index.html +0 -488
  129. data/docs/reference/quickbooks_online/resources/preferences/index.html +0 -526
  130. data/docs/reference/quickbooks_online/resources/primary_email_addr/index.html +0 -484
  131. data/docs/reference/quickbooks_online/resources/primary_phone/index.html +0 -484
  132. data/docs/reference/quickbooks_online/resources/resource/index.html +0 -480
  133. data/docs/reference/quickbooks_online/resources/subsidiary/index.html +0 -488
  134. data/docs/reference/quickbooks_online/resources/transfer/index.html +0 -522
  135. data/docs/reference/quickbooks_online/resources/vendor/index.html +0 -526
  136. data/docs/reference/quickbooks_online/webhooks/index.html +0 -427
  137. data/docs/reference/stripe/index.html +0 -293
  138. data/docs/reference/stripe/resources/customer/index.html +0 -366
  139. data/docs/reference/stripe/resources/index.html +0 -309
  140. data/docs/reference/stripe/resources/resource/index.html +0 -330
  141. data/docs/style-guide/index.html +0 -375
  142. data/documentation/site/Gemfile +0 -11
  143. data/documentation/site/Gemfile.lock +0 -69
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- <title>LedgerSync - Authentication - LedgerSync</title>
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- <meta name="viewport" content="width=device-width, initial-scale=1.0" />
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- <meta name="description" content="An open-source library for easily syncing with accounting software, general ledgers, ERPs, and other ledgers." />
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- <link href="https://fonts.googleapis.com/css?family=Lato:400,400i,700,700i%26display=swap" rel="stylesheet">
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- <span class="copyright">&copy; Modern Treasury Inc. All rights reserved.</span>
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- Maintained with ❤️ in San Francisco, CA by Modern Treasury
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- <h1 class="post-title line-left">Token Based Authentication</h1>
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- <h2 id="overview">Overview</h2>
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- <p>In order to authenticate to NetSuite, you need the following:</p>
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- <ul>
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- <li><code class="highlighter-rouge">account_id</code></li>
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- <li><code class="highlighter-rouge">consumer_key</code></li>
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- <li><code class="highlighter-rouge">consumer_secret</code></li>
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- <li><code class="highlighter-rouge">token_id</code></li>
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- <li><code class="highlighter-rouge">token_secret</code></li>
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- </ul>
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- <p>We will walk through how to get each value in the following sections.</p>
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- <div class="note"><strong>Note:</strong>
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- You need to have sufficient permissions to set up your account for API authentication.
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- <h2 id="prerequisites">Prerequisites</h2>
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- <h3 id="rest-web-services-feature">REST Web Services feature</h3>
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- <p>Enable the feature at Setup &gt; Company &gt; Setup Tasks &gt; Enable Features, in the SuiteTalk (Web Services) section, on the SuiteCloud subtab. To use the feature, you must accept the SuiteCloud Terms of Service.</p>
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- <h3 id="suiteanalytics-workbook-feature">SuiteAnalytics Workbook feature</h3>
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- <p>Enable the feature at Setup &gt; Company &gt; Setup Tasks &gt; Enable Features, on the Analytics subtab.</p>
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- <p>You will require the following permissions:</p>
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- <li>REST Web Services</li>
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- <li>Log in using Access Tokens</li>
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- <li>SuiteAnalytics Workbook</li>
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- <p>Your permissions vary based on which role you are assigned. You can edit roles in Setup &gt; Users/Roles &gt; User Management &gt; Manage Roles. Ensure your user is assigned a role with the aforementioned permissions in order to complete the setup.</p>
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- <div class="note"><strong>Note:</strong>
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- There are two different sets of permissions you will need:
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- <p>
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- <ul>
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- <li>The permissions mentioned above are to <strong>set up</strong> your integration.</li>
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- <li>Later when creating a token, you will need to assign a user with a role that has the necessary permissions to <strong>access records</strong> (e.g. payments, invoices, bills, etc.)</li>
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- These can be the same or different roles. They can be assigned to one or many users.
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- <h2 id="account-id">Account ID</h2>
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- <p>The <code class="highlighter-rouge">account_id</code> can be found in the URL when you are logged into the NetSuite dashboard in your browser. It will look
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- something like the following:</p>
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- <div class="highlighter-rouge"><div class="highlight"><pre class="highlight"><code>https://&lt;account_id&gt;.app.netsuite.com/app/center/card.nl?sc=-29&amp;whence=
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- </code></pre></div></div>
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- <p>Example:</p>
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- <div class="highlighter-rouge"><div class="highlight"><pre class="highlight"><code>https://123456.app.netsuite.com/app/center/card.nl?sc=-29&amp;whence=
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- <p>The Account ID precedes <code class="highlighter-rouge">.app.netsuite.com</code>, which in this case is <code class="highlighter-rouge">123456</code>. Note that your ID may include <code class="highlighter-rouge">-sb1</code>
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- and hyphens.</p>
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- <h2 id="consumer-keys">Consumer Keys</h2>
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- <p>The consumer keys are retrieved when you <a href="https://system.netsuite.com/app/help/helpcenter.nl?fid=bridgehead_4249032125.html&amp;whence=">create an Integration record</a>. You can view <a href="https://system.netsuite.com/app/help/helpcenter.nl?fid=bridgehead_4249032125.html&amp;whence=">the NetSuite documentation</a> for the official documentation.</p>
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- <p>At the last step of creating an Integration record, save the consumer key and consumer secret. They will not be shown again once you navigate away from the page.</p>
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- <h2 id="token">Token</h2>
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- <p>To obtain your <code class="highlighter-rouge">token_key</code> and <code class="highlighter-rouge">token_secret</code>, you will need to <a href="https://system.netsuite.com/app/help/helpcenter.nl?fid=bridgehead_4254081947.html">create a Token</a>. View <a href="https://system.netsuite.com/app/help/helpcenter.nl?fid=bridgehead_4254081947.html">the NetSuite documentation</a> for the official documentation.</p>
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- <p>You will use the integration record you created along with your user (or the user who has the necessary permissions to access records).</p>
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- <p>At the last step, save the token key and token secret.</p>
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- <h2 id="conclusion">Conclusion</h2>
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- <p>Now with these values, you can successfully authenticate to NetSuite. Simply pass the values into the client:</p>
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-
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- <figure class="highlight"><pre><code class="language-ruby" data-lang="ruby"><table class="rouge-table"><tbody><tr><td class="gutter gl"><pre class="lineno">1
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- 2
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- 4
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- 6
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- 7
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- </pre></td><td class="code"><pre><span class="n">client</span> <span class="o">=</span> <span class="no">LedgerSync</span><span class="o">::</span><span class="no">Ledgers</span><span class="o">::</span><span class="no">QuickBooksOnline</span><span class="o">::</span><span class="no">Client</span><span class="p">.</span><span class="nf">new</span><span class="p">(</span>
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- <span class="ss">account_id: </span><span class="n">account_id</span><span class="p">,</span>
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- <span class="ss">consumer_key: </span><span class="n">consumer_key</span><span class="p">,</span>
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- <span class="ss">consumer_secret: </span><span class="n">consumer_secret</span><span class="p">,</span>
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- <span class="ss">token_id: </span><span class="n">token_id</span><span class="p">,</span>
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- <span class="ss">token_secret: </span><span class="n">token_secret</span>
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- <span class="p">)</span>
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- </pre></td></tr></tbody></table></code></pre></figure>
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- <li class="guides-section-item"><a href="/reference/netsuite/authentication/token_based_authentication/" class="guides-item-link">Token Based Authentication<span class="icon-angle-right" aria-hidden="true"></span></a></li>
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