ledger_sync 1.3.5 → 1.4.0

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Files changed (962) hide show
  1. checksums.yaml +4 -4
  2. data/.gitignore +11 -2
  3. data/.travis.yml +4 -0
  4. data/Gemfile.lock +13 -13
  5. data/LICENSE.txt +5 -97
  6. data/README.md +8 -505
  7. data/bin/quickbooks_online_oauth_server.rb +10 -9
  8. data/docs/CNAME +1 -0
  9. data/docs/assets/css/brands.min.css +5 -0
  10. data/docs/assets/css/fontawesome.min.css +5 -0
  11. data/docs/assets/css/main.css +1924 -0
  12. data/docs/assets/css/monokai.css +441 -0
  13. data/docs/assets/js/main.js +214 -0
  14. data/docs/assets/js/plugins.js +22 -0
  15. data/docs/assets/js/prism.js +9 -0
  16. data/docs/assets/webfonts/fa-brands-400.eot +0 -0
  17. data/docs/assets/webfonts/fa-brands-400.svg +3452 -0
  18. data/docs/assets/webfonts/fa-brands-400.ttf +0 -0
  19. data/docs/assets/webfonts/fa-brands-400.woff +0 -0
  20. data/docs/assets/webfonts/fa-brands-400.woff2 +0 -0
  21. data/docs/blog/index.html +303 -0
  22. data/docs/guides/architecture/clients/index.html +479 -0
  23. data/docs/guides/architecture/index.html +456 -0
  24. data/docs/guides/architecture/operations/index.html +486 -0
  25. data/docs/guides/architecture/resources/index.html +482 -0
  26. data/docs/guides/architecture/results/index.html +447 -0
  27. data/docs/guides/architecture/searchers/index.html +467 -0
  28. data/docs/guides/architecture/serialization/index.html +497 -0
  29. data/docs/guides/community/index.html +433 -0
  30. data/docs/guides/contribute/console/index.html +445 -0
  31. data/docs/guides/contribute/deployment/index.html +455 -0
  32. data/docs/guides/contribute/documentation/index.html +471 -0
  33. data/docs/guides/contribute/index.html +455 -0
  34. data/docs/guides/contribute/qa/index.html +457 -0
  35. data/docs/guides/contribute/testing/index.html +445 -0
  36. data/docs/guides/customization/custom_resources/index.html +482 -0
  37. data/docs/guides/customization/custom_serializers/index.html +481 -0
  38. data/docs/guides/customization/index.html +452 -0
  39. data/docs/guides/customization/resource_converters/index.html +512 -0
  40. data/docs/guides/getting-started/get-help/index.html +448 -0
  41. data/docs/guides/getting-started/index.html +442 -0
  42. data/docs/guides/getting-started/installation/index.html +454 -0
  43. data/docs/guides/getting-started/quick-start/index.html +552 -0
  44. data/docs/guides/index.html +449 -0
  45. data/docs/guides/ledgers/index.html +450 -0
  46. data/docs/guides/ledgers/netsuite/index.html +445 -0
  47. data/docs/guides/ledgers/netsuite_soap/index.html +445 -0
  48. data/docs/guides/ledgers/quickbooks_online/index.html +445 -0
  49. data/docs/guides/ledgers/stripe/index.html +445 -0
  50. data/docs/guides/modern-treasury/index.html +432 -0
  51. data/docs/guides/tips_and_more/index.html +492 -0
  52. data/docs/images/1.jpg +0 -0
  53. data/docs/images/10.jpg +0 -0
  54. data/docs/images/2.jpg +0 -0
  55. data/docs/images/3.jpg +0 -0
  56. data/docs/images/4.jpg +0 -0
  57. data/docs/images/5.jpg +0 -0
  58. data/docs/images/6.jpg +0 -0
  59. data/docs/images/7.jpg +0 -0
  60. data/docs/images/8.jpg +0 -0
  61. data/docs/images/9.jpg +0 -0
  62. data/docs/images/logo.svg +8 -0
  63. data/docs/index.html +400 -0
  64. data/docs/overview/index.html +430 -0
  65. data/docs/posts/introducing-docs/index.html +291 -0
  66. data/docs/posts/netsuite-authentication/index.html +645 -0
  67. data/docs/reference/architecture/clients/index.html +353 -0
  68. data/docs/reference/architecture/index.html +332 -0
  69. data/docs/reference/architecture/operations/index.html +323 -0
  70. data/docs/reference/architecture/resources/index.html +356 -0
  71. data/docs/reference/architecture/results/index.html +323 -0
  72. data/docs/reference/architecture/searchers/index.html +323 -0
  73. data/docs/reference/architecture/serialization/index.html +323 -0
  74. data/docs/reference/index.html +302 -0
  75. data/docs/reference/netsuite/authentication/index.html +413 -0
  76. data/docs/reference/netsuite/authentication/token_based_authentication/index.html +507 -0
  77. data/docs/reference/netsuite/index.html +409 -0
  78. data/docs/reference/netsuite/resources/account/index.html +505 -0
  79. data/docs/reference/netsuite/resources/check/index.html +513 -0
  80. data/docs/reference/netsuite/resources/check_line_item/index.html +481 -0
  81. data/docs/reference/netsuite/resources/currency/index.html +497 -0
  82. data/docs/reference/netsuite/resources/customer/index.html +509 -0
  83. data/docs/reference/netsuite/resources/customer_deposit/index.html +501 -0
  84. data/docs/reference/netsuite/resources/department/index.html +505 -0
  85. data/docs/reference/netsuite/resources/deposit/index.html +489 -0
  86. data/docs/reference/netsuite/resources/deposit_line_item/index.html +481 -0
  87. data/docs/reference/netsuite/resources/index.html +457 -0
  88. data/docs/reference/netsuite/resources/invoice/index.html +489 -0
  89. data/docs/reference/netsuite/resources/invoice_line_item/index.html +477 -0
  90. data/docs/reference/netsuite/resources/item/index.html +465 -0
  91. data/docs/reference/netsuite/resources/journal_entry/index.html +509 -0
  92. data/docs/reference/netsuite/resources/journal_entry_line_item/index.html +485 -0
  93. data/docs/reference/netsuite/resources/ledger_class/index.html +505 -0
  94. data/docs/reference/netsuite/resources/location/index.html +489 -0
  95. data/docs/reference/netsuite/resources/resource/index.html +461 -0
  96. data/docs/reference/netsuite/resources/subsidiary/index.html +469 -0
  97. data/docs/reference/netsuite/resources/vendor/index.html +513 -0
  98. data/docs/reference/netsuite_soap/index.html +324 -0
  99. data/docs/reference/netsuite_soap/resources/customer/index.html +385 -0
  100. data/docs/reference/netsuite_soap/resources/index.html +337 -0
  101. data/docs/reference/netsuite_soap/resources/resource/index.html +357 -0
  102. data/docs/reference/netsuite_soap/resources/subsidiary/index.html +377 -0
  103. data/docs/reference/quickbooks_online/authentication/index.html +463 -0
  104. data/docs/reference/quickbooks_online/errors/index.html +416 -0
  105. data/docs/reference/quickbooks_online/index.html +414 -0
  106. data/docs/reference/quickbooks_online/resources/account/index.html +551 -0
  107. data/docs/reference/quickbooks_online/resources/bill/index.html +555 -0
  108. data/docs/reference/quickbooks_online/resources/bill_line_item/index.html +517 -0
  109. data/docs/reference/quickbooks_online/resources/bill_payment/index.html +571 -0
  110. data/docs/reference/quickbooks_online/resources/bill_payment_line_item/index.html +509 -0
  111. data/docs/reference/quickbooks_online/resources/currency/index.html +513 -0
  112. data/docs/reference/quickbooks_online/resources/customer/index.html +535 -0
  113. data/docs/reference/quickbooks_online/resources/department/index.html +539 -0
  114. data/docs/reference/quickbooks_online/resources/deposit/index.html +547 -0
  115. data/docs/reference/quickbooks_online/resources/deposit_line_item/index.html +521 -0
  116. data/docs/reference/quickbooks_online/resources/expense/index.html +559 -0
  117. data/docs/reference/quickbooks_online/resources/expense_line_item/index.html +517 -0
  118. data/docs/reference/quickbooks_online/resources/index.html +505 -0
  119. data/docs/reference/quickbooks_online/resources/invoice/index.html +547 -0
  120. data/docs/reference/quickbooks_online/resources/invoice_sales_line_item/index.html +517 -0
  121. data/docs/reference/quickbooks_online/resources/item/index.html +505 -0
  122. data/docs/reference/quickbooks_online/resources/journal_entry/index.html +539 -0
  123. data/docs/reference/quickbooks_online/resources/journal_entry_line_item/index.html +525 -0
  124. data/docs/reference/quickbooks_online/resources/ledger_class/index.html +539 -0
  125. data/docs/reference/quickbooks_online/resources/payment/index.html +559 -0
  126. data/docs/reference/quickbooks_online/resources/payment_line_item/index.html +509 -0
  127. data/docs/reference/quickbooks_online/resources/preferences/index.html +547 -0
  128. data/docs/reference/quickbooks_online/resources/primary_email_addr/index.html +505 -0
  129. data/docs/reference/quickbooks_online/resources/primary_phone/index.html +505 -0
  130. data/docs/reference/quickbooks_online/resources/resource/index.html +501 -0
  131. data/docs/reference/quickbooks_online/resources/subsidiary/index.html +509 -0
  132. data/docs/reference/quickbooks_online/resources/transfer/index.html +543 -0
  133. data/docs/reference/quickbooks_online/resources/vendor/index.html +547 -0
  134. data/docs/reference/quickbooks_online/webhooks/index.html +448 -0
  135. data/docs/reference/stripe/index.html +314 -0
  136. data/docs/reference/stripe/resources/customer/index.html +387 -0
  137. data/docs/reference/stripe/resources/index.html +330 -0
  138. data/docs/reference/stripe/resources/resource/index.html +351 -0
  139. data/docs/style-guide/index.html +396 -0
  140. data/documentation/build.sh +8 -0
  141. data/documentation/generate.rb +32 -0
  142. data/documentation/generators/generator.rb +80 -0
  143. data/documentation/generators/guides/generator.rb +36 -0
  144. data/documentation/generators/reference/generator.rb +76 -0
  145. data/documentation/generators/reference/ledger/generator.rb +74 -0
  146. data/documentation/generators/template.rb +22 -0
  147. data/documentation/helper_methods.rb +17 -0
  148. data/documentation/site/CNAME +1 -0
  149. data/documentation/site/Gemfile +11 -0
  150. data/documentation/site/Gemfile.lock +69 -0
  151. data/documentation/site/LICENSE.md +40 -0
  152. data/documentation/site/README.md +8 -0
  153. data/documentation/site/_config.yml +113 -0
  154. data/documentation/site/_data/guides_sections.yml +10 -0
  155. data/documentation/site/_data/reference_sections.yml +5 -0
  156. data/documentation/site/_includes/action_link.html +8 -0
  157. data/documentation/site/_includes/alerts/base.html +3 -0
  158. data/documentation/site/_includes/alerts/danger.html +1 -0
  159. data/documentation/site/_includes/alerts/info.html +1 -0
  160. data/documentation/site/_includes/alerts/success.html +1 -0
  161. data/documentation/site/_includes/alerts/warning.html +1 -0
  162. data/documentation/site/_includes/cta_buttons.html +4 -0
  163. data/documentation/site/_includes/example.md +8 -0
  164. data/documentation/site/_includes/footer.html +25 -0
  165. data/documentation/site/_includes/getting_help.md +8 -0
  166. data/documentation/site/_includes/guides_menu.html +29 -0
  167. data/documentation/site/_includes/guides_submenu.html +7 -0
  168. data/documentation/site/_includes/header.html +35 -0
  169. data/documentation/site/_includes/installation_instructions.md +17 -0
  170. data/documentation/site/_includes/ledgers/Stripe_summary.md +1 -0
  171. data/documentation/site/_includes/ledgers/netsuite_soap_summary.md +1 -0
  172. data/documentation/site/_includes/ledgers/netsuite_summary.md +1 -0
  173. data/documentation/site/_includes/ledgers/netsuite_summary_shared.md +1 -0
  174. data/documentation/site/_includes/ledgers/quickbooks_online_summary.md +1 -0
  175. data/documentation/site/_includes/reference/netsuite/authentication/_token_based_authentication.md +99 -0
  176. data/documentation/site/_includes/reference/netsuite/authentication/index.md +15 -0
  177. data/documentation/site/_includes/reference/netsuite/authentication/token_based_authentication.md +6 -0
  178. data/documentation/site/_includes/reference/netsuite/index.md +25 -0
  179. data/documentation/site/_includes/reference/netsuite_soap/index.md +11 -0
  180. data/documentation/site/_includes/reference/quickbooks_online/authentication/index.md +55 -0
  181. data/documentation/site/_includes/reference/quickbooks_online/errors/index.md +9 -0
  182. data/documentation/site/_includes/reference/quickbooks_online/index.md +6 -0
  183. data/documentation/site/_includes/reference/quickbooks_online/webhooks/index.md +42 -0
  184. data/documentation/site/_includes/reference/stripe/index.md +6 -0
  185. data/documentation/site/_includes/section_content.html +34 -0
  186. data/documentation/site/_includes/section_cta.html +28 -0
  187. data/documentation/site/_includes/section_grid.html +60 -0
  188. data/documentation/site/_includes/section_guides.html +35 -0
  189. data/documentation/site/_includes/section_hero.html +28 -0
  190. data/documentation/site/_includes/submenu.html +8 -0
  191. data/documentation/site/_layouts/advanced.html +9 -0
  192. data/documentation/site/_layouts/base.html +34 -0
  193. data/documentation/site/_layouts/blog.html +51 -0
  194. data/documentation/site/_layouts/body.html +11 -0
  195. data/documentation/site/_layouts/guides.html +46 -0
  196. data/documentation/site/_layouts/page.html +26 -0
  197. data/documentation/site/_layouts/post.html +52 -0
  198. data/documentation/site/_layouts/reference.html +46 -0
  199. data/documentation/site/_layouts/reference_netsuite.html +46 -0
  200. data/documentation/site/_layouts/reference_netsuite_soap.html +46 -0
  201. data/documentation/site/_layouts/reference_quickbooks_online.html +46 -0
  202. data/documentation/site/_layouts/reference_stripe.html +46 -0
  203. data/documentation/site/_plugins/filters.rb +122 -0
  204. data/documentation/site/_plugins/hooks.rb +9 -0
  205. data/documentation/site/_posts/2020-06-01-introducing-docs.md +17 -0
  206. data/documentation/site/_posts/2020-06-10-netsuite-authentication.md +382 -0
  207. data/documentation/site/_sass/imports/_animations.scss +19 -0
  208. data/documentation/site/_sass/imports/_footer.scss +94 -0
  209. data/documentation/site/_sass/imports/_functions.scss +69 -0
  210. data/documentation/site/_sass/imports/_general.scss +687 -0
  211. data/documentation/site/_sass/imports/_guides.scss +300 -0
  212. data/documentation/site/_sass/imports/_header.scss +358 -0
  213. data/documentation/site/_sass/imports/_icons.scss +90 -0
  214. data/documentation/site/_sass/imports/_post-navigation.scss +67 -0
  215. data/documentation/site/_sass/imports/_posts-pages.scss +165 -0
  216. data/documentation/site/_sass/imports/_prism.scss +174 -0
  217. data/documentation/site/_sass/imports/_reset.scss +210 -0
  218. data/documentation/site/_sass/imports/_sections.scss +370 -0
  219. data/documentation/site/_sass/imports/_structure.scss +44 -0
  220. data/documentation/site/_templates/_layouts/reference_ledger.html.erb +46 -0
  221. data/documentation/site/_templates/guides/ledger.md.erb +9 -0
  222. data/documentation/site/_templates/reference/resources/index.md.erb +9 -0
  223. data/documentation/site/_templates/reference/resources/resource.md.erb +27 -0
  224. data/documentation/site/assets/css/brands.min.css +5 -0
  225. data/documentation/site/assets/css/fontawesome.min.css +5 -0
  226. data/documentation/site/assets/css/main.scss +45 -0
  227. data/documentation/site/assets/css/monokai.css +441 -0
  228. data/documentation/site/assets/js/main.js +214 -0
  229. data/documentation/site/assets/js/plugins.js +22 -0
  230. data/documentation/site/assets/js/prism.js +9 -0
  231. data/documentation/site/assets/webfonts/fa-brands-400.eot +0 -0
  232. data/documentation/site/assets/webfonts/fa-brands-400.svg +3452 -0
  233. data/documentation/site/assets/webfonts/fa-brands-400.ttf +0 -0
  234. data/documentation/site/assets/webfonts/fa-brands-400.woff +0 -0
  235. data/documentation/site/assets/webfonts/fa-brands-400.woff2 +0 -0
  236. data/documentation/site/blog/index.md +6 -0
  237. data/documentation/site/guides/architecture/clients.md +35 -0
  238. data/documentation/site/guides/architecture/index.md +14 -0
  239. data/documentation/site/guides/architecture/operations.md +45 -0
  240. data/documentation/site/guides/architecture/resources.md +40 -0
  241. data/documentation/site/guides/architecture/results.md +6 -0
  242. data/documentation/site/guides/architecture/searchers.md +28 -0
  243. data/documentation/site/guides/architecture/serialization.md +59 -0
  244. data/documentation/site/guides/community/index.md +8 -0
  245. data/documentation/site/guides/contribute/console.md +6 -0
  246. data/documentation/site/guides/contribute/deployment.md +17 -0
  247. data/documentation/site/guides/contribute/documentation.md +37 -0
  248. data/documentation/site/guides/contribute/index.md +18 -0
  249. data/documentation/site/guides/contribute/qa.md +16 -0
  250. data/documentation/site/guides/contribute/testing.md +6 -0
  251. data/documentation/site/guides/customization/custom_resources.md +50 -0
  252. data/documentation/site/guides/customization/custom_serializers.md +47 -0
  253. data/documentation/site/guides/customization/index.md +15 -0
  254. data/documentation/site/guides/customization/resource_converters.md +79 -0
  255. data/documentation/site/guides/getting-started/get-help.md +7 -0
  256. data/documentation/site/guides/getting-started/index.md +8 -0
  257. data/documentation/site/guides/getting-started/installation.md +7 -0
  258. data/documentation/site/guides/getting-started/quick-start.md +123 -0
  259. data/documentation/site/guides/index.md +16 -0
  260. data/documentation/site/guides/ledgers/index.md +12 -0
  261. data/documentation/site/guides/ledgers/netsuite.md +9 -0
  262. data/documentation/site/guides/ledgers/netsuite_soap.md +9 -0
  263. data/documentation/site/guides/ledgers/quickbooks_online.md +9 -0
  264. data/documentation/site/guides/ledgers/stripe.md +9 -0
  265. data/documentation/site/guides/modern-treasury/index.md +14 -0
  266. data/documentation/site/guides/tips_and_more/index.md +76 -0
  267. data/documentation/site/images/1.jpg +0 -0
  268. data/documentation/site/images/10.jpg +0 -0
  269. data/documentation/site/images/2.jpg +0 -0
  270. data/documentation/site/images/3.jpg +0 -0
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  276. data/documentation/site/images/9.jpg +0 -0
  277. data/documentation/site/images/logo.svg +8 -0
  278. data/documentation/site/index.md +99 -0
  279. data/documentation/site/overview.md +21 -0
  280. data/documentation/site/reference/architecture/clients.md +33 -0
  281. data/documentation/site/reference/architecture/index.md +14 -0
  282. data/documentation/site/reference/architecture/operations.md +6 -0
  283. data/documentation/site/reference/architecture/resources.md +38 -0
  284. data/documentation/site/reference/architecture/results.md +6 -0
  285. data/documentation/site/reference/architecture/searchers.md +6 -0
  286. data/documentation/site/reference/architecture/serialization.md +6 -0
  287. data/documentation/site/reference/index.md +6 -0
  288. data/documentation/site/reference/netsuite/authentication/_token_based_authentication.md +99 -0
  289. data/documentation/site/reference/netsuite/authentication/index.md +15 -0
  290. data/documentation/site/reference/netsuite/authentication/token_based_authentication.md +6 -0
  291. data/documentation/site/reference/netsuite/index.md +25 -0
  292. data/documentation/site/reference/netsuite/resources/account.md +38 -0
  293. data/documentation/site/reference/netsuite/resources/check.md +49 -0
  294. data/documentation/site/reference/netsuite/resources/check_line_item.md +23 -0
  295. data/documentation/site/reference/netsuite/resources/currency.md +45 -0
  296. data/documentation/site/reference/netsuite/resources/customer.md +48 -0
  297. data/documentation/site/reference/netsuite/resources/customer_deposit.md +46 -0
  298. data/documentation/site/reference/netsuite/resources/department.md +47 -0
  299. data/documentation/site/reference/netsuite/resources/deposit.md +25 -0
  300. data/documentation/site/reference/netsuite/resources/deposit_line_item.md +23 -0
  301. data/documentation/site/reference/netsuite/resources/index.md +25 -0
  302. data/documentation/site/reference/netsuite/resources/invoice.md +25 -0
  303. data/documentation/site/reference/netsuite/resources/invoice_line_item.md +22 -0
  304. data/documentation/site/reference/netsuite/resources/item.md +19 -0
  305. data/documentation/site/reference/netsuite/resources/journal_entry.md +48 -0
  306. data/documentation/site/reference/netsuite/resources/journal_entry_line_item.md +24 -0
  307. data/documentation/site/reference/netsuite/resources/ledger_class.md +47 -0
  308. data/documentation/site/reference/netsuite/resources/location.md +43 -0
  309. data/documentation/site/reference/netsuite/resources/resource.md +18 -0
  310. data/documentation/site/reference/netsuite/resources/subsidiary.md +20 -0
  311. data/documentation/site/reference/netsuite/resources/vendor.md +49 -0
  312. data/documentation/site/reference/netsuite_soap/index.md +11 -0
  313. data/documentation/site/reference/netsuite_soap/resources/customer.md +34 -0
  314. data/documentation/site/reference/netsuite_soap/resources/index.md +9 -0
  315. data/documentation/site/reference/netsuite_soap/resources/resource.md +18 -0
  316. data/documentation/site/reference/netsuite_soap/resources/subsidiary.md +32 -0
  317. data/documentation/site/reference/quickbooks_online/authentication/index.md +55 -0
  318. data/documentation/site/reference/quickbooks_online/errors/index.md +9 -0
  319. data/documentation/site/reference/quickbooks_online/index.md +6 -0
  320. data/documentation/site/reference/quickbooks_online/resources/account.md +44 -0
  321. data/documentation/site/reference/quickbooks_online/resources/bill.md +45 -0
  322. data/documentation/site/reference/quickbooks_online/resources/bill_line_item.md +22 -0
  323. data/documentation/site/reference/quickbooks_online/resources/bill_payment.md +49 -0
  324. data/documentation/site/reference/quickbooks_online/resources/bill_payment_line_item.md +20 -0
  325. data/documentation/site/reference/quickbooks_online/resources/currency.md +21 -0
  326. data/documentation/site/reference/quickbooks_online/resources/customer.md +40 -0
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  837. data/lib/ledger_sync/adaptors/quickbooks_online/customer/searcher.rb +0 -13
  838. data/lib/ledger_sync/adaptors/quickbooks_online/dashboard_url_helper.rb +0 -34
  839. data/lib/ledger_sync/adaptors/quickbooks_online/department/ledger_serializer.rb +0 -41
  840. data/lib/ledger_sync/adaptors/quickbooks_online/department/operations/create.rb +0 -23
  841. data/lib/ledger_sync/adaptors/quickbooks_online/department/operations/find.rb +0 -23
  842. data/lib/ledger_sync/adaptors/quickbooks_online/department/operations/update.rb +0 -25
  843. data/lib/ledger_sync/adaptors/quickbooks_online/department/searcher.rb +0 -17
  844. data/lib/ledger_sync/adaptors/quickbooks_online/deposit/ledger_serializer.rb +0 -40
  845. data/lib/ledger_sync/adaptors/quickbooks_online/deposit/operations/create.rb +0 -25
  846. data/lib/ledger_sync/adaptors/quickbooks_online/deposit/operations/find.rb +0 -25
  847. data/lib/ledger_sync/adaptors/quickbooks_online/deposit/operations/update.rb +0 -27
  848. data/lib/ledger_sync/adaptors/quickbooks_online/deposit/searcher.rb +0 -13
  849. data/lib/ledger_sync/adaptors/quickbooks_online/deposit_line_item/ledger_serializer.rb +0 -34
  850. data/lib/ledger_sync/adaptors/quickbooks_online/expense/ledger_serializer.rb +0 -52
  851. data/lib/ledger_sync/adaptors/quickbooks_online/expense/operations/create.rb +0 -28
  852. data/lib/ledger_sync/adaptors/quickbooks_online/expense/operations/find.rb +0 -28
  853. data/lib/ledger_sync/adaptors/quickbooks_online/expense/operations/update.rb +0 -28
  854. data/lib/ledger_sync/adaptors/quickbooks_online/expense/searcher.rb +0 -14
  855. data/lib/ledger_sync/adaptors/quickbooks_online/expense_line_item/ledger_serializer.rb +0 -30
  856. data/lib/ledger_sync/adaptors/quickbooks_online/invoice/ledger_serializer.rb +0 -36
  857. data/lib/ledger_sync/adaptors/quickbooks_online/invoice/operations/create.rb +0 -27
  858. data/lib/ledger_sync/adaptors/quickbooks_online/invoice/operations/find.rb +0 -25
  859. data/lib/ledger_sync/adaptors/quickbooks_online/invoice/operations/update.rb +0 -25
  860. data/lib/ledger_sync/adaptors/quickbooks_online/invoice_sales_line_item/ledger_serializer.rb +0 -30
  861. data/lib/ledger_sync/adaptors/quickbooks_online/item/ledger_serializer.rb +0 -13
  862. data/lib/ledger_sync/adaptors/quickbooks_online/journal_entry/ledger_serializer.rb +0 -34
  863. data/lib/ledger_sync/adaptors/quickbooks_online/journal_entry/operations/create.rb +0 -23
  864. data/lib/ledger_sync/adaptors/quickbooks_online/journal_entry/operations/find.rb +0 -23
  865. data/lib/ledger_sync/adaptors/quickbooks_online/journal_entry/operations/update.rb +0 -23
  866. data/lib/ledger_sync/adaptors/quickbooks_online/journal_entry/searcher.rb +0 -14
  867. data/lib/ledger_sync/adaptors/quickbooks_online/journal_entry_line_item/ledger_serializer.rb +0 -37
  868. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_class/ledger_serializer.rb +0 -25
  869. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_class/operations/create.rb +0 -23
  870. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_class/operations/find.rb +0 -23
  871. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_class/operations/update.rb +0 -25
  872. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_class/searcher.rb +0 -15
  873. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_serializer.rb +0 -131
  874. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_serializer_type/account_sub_type.rb +0 -305
  875. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_serializer_type/account_type.rb +0 -51
  876. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_serializer_type/amount_type.rb +0 -23
  877. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_serializer_type/classification_type.rb +0 -23
  878. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_serializer_type/date_type.rb +0 -23
  879. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_serializer_type/department_reference_type.rb +0 -26
  880. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_serializer_type/entity_reference_type.rb +0 -49
  881. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_serializer_type/journal_entry_line_item_type.rb +0 -20
  882. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_serializer_type/payment_type.rb +0 -21
  883. data/lib/ledger_sync/adaptors/quickbooks_online/ledger_serializer_type/transaction_reference_type.rb +0 -49
  884. data/lib/ledger_sync/adaptors/quickbooks_online/oauth_client.rb +0 -93
  885. data/lib/ledger_sync/adaptors/quickbooks_online/operation.rb +0 -60
  886. data/lib/ledger_sync/adaptors/quickbooks_online/operation/create.rb +0 -26
  887. data/lib/ledger_sync/adaptors/quickbooks_online/operation/find.rb +0 -25
  888. data/lib/ledger_sync/adaptors/quickbooks_online/operation/full_update.rb +0 -44
  889. data/lib/ledger_sync/adaptors/quickbooks_online/operation/sparse_update.rb +0 -29
  890. data/lib/ledger_sync/adaptors/quickbooks_online/payment/ledger_serializer.rb +0 -50
  891. data/lib/ledger_sync/adaptors/quickbooks_online/payment/operations/create.rb +0 -30
  892. data/lib/ledger_sync/adaptors/quickbooks_online/payment/operations/find.rb +0 -28
  893. data/lib/ledger_sync/adaptors/quickbooks_online/payment/operations/update.rb +0 -28
  894. data/lib/ledger_sync/adaptors/quickbooks_online/payment_line_item/ledger_serializer.rb +0 -19
  895. data/lib/ledger_sync/adaptors/quickbooks_online/preferences/ledger_serializer.rb +0 -45
  896. data/lib/ledger_sync/adaptors/quickbooks_online/preferences/operations/find.rb +0 -38
  897. data/lib/ledger_sync/adaptors/quickbooks_online/request.rb +0 -98
  898. data/lib/ledger_sync/adaptors/quickbooks_online/resources/preferences.rb +0 -24
  899. data/lib/ledger_sync/adaptors/quickbooks_online/searcher.rb +0 -61
  900. data/lib/ledger_sync/adaptors/quickbooks_online/transfer/ledger_serializer.rb +0 -36
  901. data/lib/ledger_sync/adaptors/quickbooks_online/transfer/operations/create.rb +0 -24
  902. data/lib/ledger_sync/adaptors/quickbooks_online/transfer/operations/find.rb +0 -24
  903. data/lib/ledger_sync/adaptors/quickbooks_online/transfer/operations/update.rb +0 -26
  904. data/lib/ledger_sync/adaptors/quickbooks_online/util/adaptor_error_parser.rb +0 -103
  905. data/lib/ledger_sync/adaptors/quickbooks_online/util/error_matcher.rb +0 -54
  906. data/lib/ledger_sync/adaptors/quickbooks_online/util/error_parser.rb +0 -27
  907. data/lib/ledger_sync/adaptors/quickbooks_online/util/operation_error_parser.rb +0 -99
  908. data/lib/ledger_sync/adaptors/quickbooks_online/vendor/ledger_serializer.rb +0 -25
  909. data/lib/ledger_sync/adaptors/quickbooks_online/vendor/operations/create.rb +0 -27
  910. data/lib/ledger_sync/adaptors/quickbooks_online/vendor/operations/find.rb +0 -27
  911. data/lib/ledger_sync/adaptors/quickbooks_online/vendor/operations/update.rb +0 -27
  912. data/lib/ledger_sync/adaptors/quickbooks_online/vendor/searcher.rb +0 -15
  913. data/lib/ledger_sync/adaptors/quickbooks_online/webhook.rb +0 -58
  914. data/lib/ledger_sync/adaptors/quickbooks_online/webhook_event.rb +0 -79
  915. data/lib/ledger_sync/adaptors/quickbooks_online/webhook_notification.rb +0 -42
  916. data/lib/ledger_sync/adaptors/request.rb +0 -53
  917. data/lib/ledger_sync/adaptors/response.rb +0 -55
  918. data/lib/ledger_sync/adaptors/searcher.rb +0 -72
  919. data/lib/ledger_sync/adaptors/stripe/adaptor.rb +0 -37
  920. data/lib/ledger_sync/adaptors/stripe/config.rb +0 -5
  921. data/lib/ledger_sync/adaptors/stripe/customer/operations/create.rb +0 -44
  922. data/lib/ledger_sync/adaptors/stripe/customer/operations/delete.rb +0 -35
  923. data/lib/ledger_sync/adaptors/stripe/customer/operations/find.rb +0 -44
  924. data/lib/ledger_sync/adaptors/stripe/customer/operations/update.rb +0 -43
  925. data/lib/ledger_sync/adaptors/stripe/dashboard_url_helper.rb +0 -21
  926. data/lib/ledger_sync/adaptors/stripe/operation.rb +0 -35
  927. data/lib/ledger_sync/adaptors/stripe/operation/create.rb +0 -17
  928. data/lib/ledger_sync/adaptors/stripe/operation/delete.rb +0 -17
  929. data/lib/ledger_sync/adaptors/stripe/operation/find.rb +0 -15
  930. data/lib/ledger_sync/adaptors/stripe/operation/update.rb +0 -17
  931. data/lib/ledger_sync/adaptors/test/customer/ledger_serializer.rb +0 -12
  932. data/lib/ledger_sync/adaptors/test/ledger_serializer.rb +0 -12
  933. data/lib/ledger_sync/error/adaptor_errors.rb +0 -72
  934. data/lib/ledger_sync/resources/account.rb +0 -17
  935. data/lib/ledger_sync/resources/bill.rb +0 -27
  936. data/lib/ledger_sync/resources/bill_line_item.rb +0 -17
  937. data/lib/ledger_sync/resources/bill_payment.rb +0 -32
  938. data/lib/ledger_sync/resources/bill_payment_line_item.rb +0 -15
  939. data/lib/ledger_sync/resources/currency.rb +0 -9
  940. data/lib/ledger_sync/resources/customer.rb +0 -25
  941. data/lib/ledger_sync/resources/department.rb +0 -14
  942. data/lib/ledger_sync/resources/deposit.rb +0 -24
  943. data/lib/ledger_sync/resources/deposit_line_item.rb +0 -22
  944. data/lib/ledger_sync/resources/expense.rb +0 -33
  945. data/lib/ledger_sync/resources/expense_line_item.rb +0 -17
  946. data/lib/ledger_sync/resources/invoice.rb +0 -24
  947. data/lib/ledger_sync/resources/invoice_sales_line_item.rb +0 -17
  948. data/lib/ledger_sync/resources/item.rb +0 -5
  949. data/lib/ledger_sync/resources/journal_entry.rb +0 -20
  950. data/lib/ledger_sync/resources/journal_entry_line_item.rb +0 -20
  951. data/lib/ledger_sync/resources/ledger_class.rb +0 -14
  952. data/lib/ledger_sync/resources/location.rb +0 -7
  953. data/lib/ledger_sync/resources/payment.rb +0 -27
  954. data/lib/ledger_sync/resources/payment_line_item.rb +0 -15
  955. data/lib/ledger_sync/resources/subsidiary.rb +0 -8
  956. data/lib/ledger_sync/resources/transfer.rb +0 -20
  957. data/lib/ledger_sync/resources/vendor.rb +0 -19
  958. data/lib/ledger_sync/serialization/deserializer_delegator.rb +0 -17
  959. data/lib/ledger_sync/serialization/serializer_delegator.rb +0 -17
  960. data/lib/ledger_sync/serialization/type/references_many_type.rb +0 -19
  961. data/lib/ledger_sync/serialization/type/references_one_type.rb +0 -12
  962. data/lib/ledger_sync/serialization/type/value_type.rb +0 -15
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data/.gitignore CHANGED
@@ -10,11 +10,20 @@
10
10
  # rspec failure tracking
11
11
  .rspec_status
12
12
 
13
+ ### Jekyll ###
14
+ _site/
15
+ .sass-cache/
16
+ .jekyll-cache/
17
+ .jekyll-metadata
18
+
19
+ # byebug
13
20
  .byebug_history
14
- .qa_config.yml
15
21
 
22
+ # Mac
16
23
  .DS_Store
17
24
 
25
+ # dotenv
18
26
  .env
19
27
 
20
- .tool-versions
28
+ .tool-versions
29
+ .ruby-version
@@ -2,7 +2,11 @@
2
2
  language: ruby
3
3
  cache: bundler
4
4
  rvm:
5
+ - 2.5.8
5
6
  - 2.6.6
7
+ - 2.6.3
8
+ - 2.7.1
9
+ # - ruby-head
6
10
  before_install:
7
11
  - gem update --system
8
12
  - gem install bundler:1.17.3
@@ -1,7 +1,7 @@
1
1
  PATH
2
2
  remote: .
3
3
  specs:
4
- ledger_sync (1.3.5)
4
+ ledger_sync (1.4.0)
5
5
  activemodel
6
6
  colorize
7
7
  coveralls
@@ -17,20 +17,20 @@ PATH
17
17
  oauth2
18
18
  pd_ruby
19
19
  resonad
20
- simply_serializable (>= 1.3.0)
20
+ simply_serializable (>= 1.5.1)
21
21
  stripe
22
22
 
23
23
  GEM
24
24
  remote: https://rubygems.org/
25
25
  specs:
26
- activemodel (6.0.2.1)
27
- activesupport (= 6.0.2.1)
28
- activesupport (6.0.2.1)
26
+ activemodel (6.0.3.1)
27
+ activesupport (= 6.0.3.1)
28
+ activesupport (6.0.3.1)
29
29
  concurrent-ruby (~> 1.0, >= 1.0.2)
30
30
  i18n (>= 0.7, < 2)
31
31
  minitest (~> 5.1)
32
32
  tzinfo (~> 1.1)
33
- zeitwerk (~> 2.2)
33
+ zeitwerk (~> 2.2, >= 2.2.2)
34
34
  addressable (2.7.0)
35
35
  public_suffix (>= 2.0.2, < 5.0)
36
36
  akami (1.3.1)
@@ -70,7 +70,7 @@ GEM
70
70
  concurrent-ruby (~> 1.0)
71
71
  dry-core (~> 0.2)
72
72
  dry-equalizer (~> 0.2)
73
- dry-schema (1.5.0)
73
+ dry-schema (1.5.1)
74
74
  concurrent-ruby (~> 1.0)
75
75
  dry-configurable (~> 0.8, >= 0.8.3)
76
76
  dry-core (~> 0.4)
@@ -114,7 +114,7 @@ GEM
114
114
  json (2.3.0)
115
115
  jwt (2.2.1)
116
116
  mini_portile2 (2.4.0)
117
- minitest (5.14.0)
117
+ minitest (5.14.1)
118
118
  multi_json (1.14.1)
119
119
  multi_xml (0.6.0)
120
120
  multipart-post (2.1.1)
@@ -176,18 +176,18 @@ GEM
176
176
  json (>= 1.8, < 3)
177
177
  simplecov-html (~> 0.10.0)
178
178
  simplecov-html (0.10.2)
179
- simply_serializable (1.4.2)
179
+ simply_serializable (1.5.1)
180
180
  fingerprintable (>= 1.2.1)
181
181
  socksify (1.7.1)
182
- stripe (5.21.0)
182
+ stripe (5.22.0)
183
183
  sync (0.5.0)
184
184
  term-ansicolor (1.7.1)
185
185
  tins (~> 1.0)
186
186
  thor (1.0.1)
187
187
  thread_safe (0.3.6)
188
- tins (1.24.1)
188
+ tins (1.25.0)
189
189
  sync
190
- tzinfo (1.2.6)
190
+ tzinfo (1.2.7)
191
191
  thread_safe (~> 0.1)
192
192
  unicode-display_width (1.6.1)
193
193
  vcr (5.1.0)
@@ -198,7 +198,7 @@ GEM
198
198
  addressable (>= 2.3.6)
199
199
  crack (>= 0.3.2)
200
200
  hashdiff (>= 0.4.0, < 2.0.0)
201
- zeitwerk (2.2.2)
201
+ zeitwerk (2.3.0)
202
202
 
203
203
  PLATFORMS
204
204
  ruby
@@ -1,97 +1,5 @@
1
- Business Source License 1.1
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-
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- Parameters
4
-
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- Licensor: Modern Treasury Corp.
6
- Licensed Work: LedgerSync
7
- The Licensed Work is (c) 2020 Modern Treasury Corp.
8
- Additional Use Grant: You may make use of the Licensed Work, provided that you
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- may not use the Licensed Work for a Connector Service.
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-
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- A “Connector Service” is a commercial offering that
12
- allows third parties (other than your employees and
13
- contractors) to access the functionality of the Licensed
14
- Work by connecting to and exchanging information with
15
- general ledgers, accounting software, or other adaptors
16
- defined in the library that are controlled by such
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- third parties.
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-
19
- Notice
20
-
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- The Business Source License (this document, or the “License”) is not an Open
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- Source license. However, the Licensed Work will eventually be made available
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- under an Open Source License, as stated in this License.
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-
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- License text copyright (c) 2017 MariaDB Corporation Ab, All Rights Reserved.
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- “Business Source License” is a trademark of MariaDB Corporation Ab.
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- If your use of the Licensed Work does not comply with the requirements
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- currently in effect as described in this License, you must purchase a
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- commercial license from the Licensor, its affiliated entities, or authorized
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- resellers, or you must refrain from using the Licensed Work.
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-
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- All copies of the original and modified Licensed Work, and derivative works
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+ Source code in this repository is variously licensed under the Business Source
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+ License 1.1 (BSL) and other licenses. A copy of each license can be found in the licenses
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+ directory or the relative directories. Source code in a given file is licensed under the BSL and the
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+ copyright belongs to Modern Treasury Inc. unless otherwise noted at the
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data/README.md CHANGED
@@ -6,518 +6,21 @@
6
6
 
7
7
  ## Join the Conversation
8
8
 
9
- [Click here](https://join.slack.com/t/ledger-sync/shared_invite/zt-cn4qfhb8-~6BrVy8v7~upxQk6Pfo7oQ) to join our public Slack group.
9
+ [Click here](https://join.slack.com/t/ledger-sync/shared_invite/zt-e5nbl8qc-eOA~5k7bg3p16_l3J7OS~Q) to join our public Slack group.
10
10
 
11
- ## Installation
11
+ ## Documentation
12
12
 
13
- Add this line to your application's Gemfile:
13
+ The most up-to-date documentation can be found at [www.ledgersync.dev](http://www.ledgersync.dev)
14
14
 
15
- ```ruby
16
- gem 'ledger_sync'
17
- ```
15
+ ## License
18
16
 
19
- And then execute:
17
+ The gem is available as open source under the terms of the licenses detailed in `LICENSE.txt`.
20
18
 
21
- ```bash
22
- $ bundle
23
- ```
24
-
25
- Or install it yourself as:
26
-
27
- ```bash
28
- $ gem install ledger_sync
29
- ```
30
-
31
- ## Usage
32
-
33
- To use LedgerSync, you must create an `Operation`. The operation will be ledger-specific and will require the following:
34
-
35
- 1. Adaptor
36
- 2. Resource(s)
37
-
38
- The code may look like the following:
39
-
40
- ```ruby
41
- # First we create an adaptor, which is our connection to a ledger.
42
- # Each ledger may require different keys, so check the
43
- # documentation below for specifics.
44
- adaptor = LedgerSync::Adaptors::QuickBooksOnline::Adaptor.new(
45
- access_token: access_token, # assuming this is defined
46
- client_id: ENV['QUICKBOOKS_ONLINE_CLIENT_ID'],
47
- client_secret: ENV['QUICKBOOKS_ONLINE_CLIENT_SECRET'],
48
- realm_id: ENV['QUICKBOOKS_ONLINE_REALM_ID'],
49
- refresh_token: refresh_token, # assuming this is defined
50
- )
51
-
52
- # Create a resource on which to operate. Some resources have
53
- # relationships with other resources. You can use
54
- # `Util::ResourcesBuilder` to create resources and relationships from
55
- # a structured hash.
56
- resource = LedgerSync::Customer.new(
57
- name: 'Sample Customer',
58
- email: 'test@example.com'
59
- )
60
-
61
- # Create the operation we want to perform.
62
- operation = LedgerSync::Adaptors::QuickBooksOnline::Customer::Operations::Create.new(
63
- adaptor: adaptor,
64
- resource: resource
65
- )
66
-
67
- result = operation.perform # Returns a LedgerSync::OperationResult
68
-
69
- if result.success?
70
- resource = result.operation.resource
71
- # Do something with resource
72
- else # result.failure?
73
- raise result.error
74
- end
75
-
76
- # Because QuickBooks Online uses Oauth 2, you must always be sure to
77
- # save the access_token, refresh_token, and expirations as they can
78
- # change with any API call.
79
- result.operation.adaptor.ledger_attributes_to_save.each do |key, value|
80
- # save values
81
- end
82
- ```
83
-
84
- ## How it Works
85
-
86
- This library consists of two important layers:
87
-
88
- 1. Resources
89
- 2. Adaptors
90
-
91
- ### Resources
92
-
93
- Resources are named ruby objects (e.g. `Customer`, `Payment`, etc.) with strict attributes (e.g. `name`, `amount`, etc.). They are a layer between your application and an adaptor. They can be validated using an adaptor. You can create and use the resources, and an adaptor will update resources as needed based on the intention and outcome of that operation.
94
-
95
- You can find supported resources by calling `LedgerSync.resources`.
96
-
97
- Resources have defined attributes. Attributes are explicitly defined. An error is thrown if an unknown attribute is passed to it. You can retrieve the attributes of a resource by calling `LedgerSync::Customer.attributes`.
98
-
99
- A subset of these `attributes` may be a `reference`, which is simply a special type of attribute that references another resource. You can retrieve the references of a resource by calling `LedgerSync::Customer.references`.
100
-
101
- #### Custom Attributes
102
-
103
- Some ledgers (e.g. NetSuite) allow for custom attributes (or "fields"), which can vary by account and user. To allow for custom attributes, you can create new resources, ledger serializers (see below), and validation contracts (see below). Assuming your ledger supports the string attribute `foo` for customers, you could do the following:
104
-
105
- ```ruby
106
- class CustomCustomer < LedgerSync::Customer
107
- attribute :foo, type: LedgerSync::Type::String
108
- end
109
- ```
110
-
111
- Depending on your use of LedgerSync, you may need to define resources dynamically with different custom attributes. You could do so using something like the following:
112
-
113
- ```ruby
114
- custom_attributes_for_customers = [
115
- [
116
- [:foo, LedgerSync::Type::String]
117
- ],
118
- [
119
- [:foo, LedgerSync::Type::Integer],
120
- [:bar, LedgerSync::Type::Boolean]
121
- ]
122
- ]
123
-
124
- custom_customer_classes = custom_attributes_for_customers.map do |attributes|
125
- customer_class = Class.new(LedgerSync::Customer)
126
- attributes.each do |name, type|
127
- customer_class.attribute name, type: type
128
- end
129
- customer_class
130
- end
131
-
132
- customer_class_1, customer_class_2 = custom_customer_classes
133
-
134
- # First Custom Customer Class
135
- customer_class_1.resource_attributes.include?(:foo) # => true
136
- customer_class_1.resource_attributes[:foo].type # => #<LedgerSync::Type::String:0x00007fe04e9529b0 @precision=nil, @scale=nil, @limit=nil>
137
- customer_class_1.resource_attributes.include?(:bar) # => false
138
-
139
- # Second Custom Customer Class
140
- customer_class_2.resource_attributes.include?(:foo) # => true
141
- customer_class_2.resource_attributes[:foo].type # => #<LedgerSync::Type::Integer:0x00007fe04e2c7898 @precision=nil, @scale=nil, @limit=nil, @range=-2147483648...2147483648>
142
- customer_class_2.resource_attributes.include?(:bar) # => true
143
- customer_class_2.resource_attributes[:bar].type # => #<LedgerSync::Type::Boolean:0x00007fe04e2e4f10 @precision=nil, @scale=nil, @limit=nil>
144
- ```
145
-
146
- You can now use these custom resources in operations that require custom attributes.
147
-
148
- ### Adaptors
149
-
150
- Adaptors are ledger-specific ruby objects that contain all the logic to authenticate to a ledger, perform ledger-specific operations, and validate resources based on the requirements of the ledger. Adaptors contain a number of useful objects:
151
-
152
- - adaptor
153
- - serializers
154
- - operations
155
- - searchers
156
-
157
- #### Adaptor
158
-
159
- The adaptor handles authentication and requests to the ledger. Each adaptors initializer will vary based on the needs of that ledger.
160
-
161
- #### Serializers
162
-
163
- Operations depend on `LedgerSync::Adaptor::LedgerSerializer`s to serialize and deserialize objects. Most resources have a default serializer per adaptor which may acts as both a serializer and deserializer. You can provide custom serializers, which is necessary when working with custom attributes. For example, given the following:
164
- - `custom_resource` that is a `LedgerSync::Customer` (see above)
165
- - the attribute `foo` is used in both the request and response bodies
166
- - using the `NetSuite` adaptor
167
-
168
- you could implement custom serializers using the following code:
169
-
170
- ```ruby
171
- class CustomSerializer < LedgerSync::Adaptors::NetSuite::Customer::LedgerSerializer
172
- attribute ledger_attribute: :foo,
173
- resource_attribute: :foo,
174
- deserialize: true, # optional, default: true
175
- serialize: true # optional, default: true
176
- end
177
-
178
- # Serializing
179
- custom_resource = CustomCustomer.new(foo: 'asdf') # See above under Resources -> Custom Attributes
180
- serializer = CustomSerializer.new(resource: custom_resource)
181
- serializer.to_ledger_hash # => {"foo"=>"asdf"}
182
-
183
- # Deserializing
184
- deserialized_resource = serializer.deserialize(hash: { foo: 'qwerty' })
185
- deserialized_resource.foo # => 'qwerty'
186
- custom_resource.foo # => 'asdf'
187
-
188
- op = LedgerSync::Adaptors::NetSuite::Customer::Operations::Create.new(
189
- adaptor: adaptor,
190
- ledger_deserializer_class: CustomSerializer, # You must specify, though you could use a separate class
191
- ledger_serializer_class: CustomSerializer,
192
- resource: custom_resource
193
- )
194
- ```
195
-
196
- Note that in the above example, we extend an existing customer serializer in the NetSuite adaptor. In most cases, serializers have the following inheritance pattern: `LedgerSync::Adaptors::[ADAPTOR]::[RESOURCE]::LedgerSerializer < LedgerSync::Adaptors::[ADAPTOR]::LedgerSerializer < LedgerSync::Adaptors::LedgerSerializer`
197
-
198
- So in this example, it would be `LedgerSync::Adaptors::NetSuite::Customer::LedgerSerializer < LedgerSync::Adaptors::NetSuite::LedgerSerializer < LedgerSync::Adaptors::LedgerSerializer`. The more specific the serializer, the more helper methods are available that are adaptor and/or resource specific.
199
-
200
- #### Operation
201
-
202
- Each adaptor defines operations that can be performed on specific resources (e.g. `Customer::Operations::Update`, `Payment::Operations::Create`). The operation defines two key things:
203
-
204
- - a `Contract` class which is used to validate the resource using the `dry-validation` gem
205
- - a `perform` instance method, which handles the actual API requests and response/error handling.
206
-
207
- Note: Adaptors may support different operations for each resource type.
208
-
209
- ##### Contracts
210
-
211
- Contracts are dry-validation schemas, which determine if an operation can be performed. You can create custom schemas and pass them to operations. Assuming you have an `operation_class` variable and `foo` is an attribute of a `custom_resource` (see above) that is required to be a string, you can implement it with the following:
212
-
213
- ```ruby
214
- class CustomContract < LedgerSync::Adaptors::Contract
215
- params do
216
- required(:foo).filled(:string)
217
- end
218
- end
219
-
220
- # A valid case
221
- custom_resource = CustomResource.new(foo: 'asdf')
222
- op = operation_class.new(
223
- adaptor: adaptor,
224
- resource: resource,
225
- validation_contract: CustomContract
226
- )
227
- op.valid? # => true
228
-
229
- # An invalid case
230
- custom_resource = CustomResource.new(foo: nil)
231
- operation_class.new(
232
- adaptor: adaptor,
233
- resource: resource,
234
- validation_contract: CustomContract
235
- )
236
- op.valid? # => false
237
-
238
- ```
239
-
240
- #### Searcher
241
-
242
- Searchers are used to search objects in the ledger. A searcher takes an `adaptor`, `query` string and optional `pagination` hash. For example, to search customer's by name:
243
-
244
- ```ruby
245
- searcher = LedgerSync::Adaptors::QuickBooksOnline::Customer::Searcher.new(
246
- adaptor: adaptor # assuming this is defined,
247
- query: 'test'
248
- )
249
-
250
- result = searcher.search # returns a LedgerSync::SearchResult
251
-
252
- if result.success?
253
- resources = result.resources
254
- # Do something with found resources
255
- else # result.failure?
256
- raise result.error
257
- end
258
-
259
- # Different ledgers may use different pagination strategies. In order
260
- # to get the next and previous set of results, you can use the following:
261
- next_searcher = searcher.next_searcher
262
- previous_searcher = searcher.previous_searcher
263
- ```
264
-
265
- ## NetSuite
266
-
267
- The NetSuite adaptor leverages NetSuite's REST API.
268
-
269
- ### Resource Metadata and Schemas
270
-
271
- Due to NetSuites granular user permissions and custom attributes, resources and methods for those resources can vary from one user (a.k.a. token) to another. Because of this variance, there are some helper classes that allow you to retrieve NetSuite records, allowed methods, attributes/parameters, etc.
272
-
273
- To retrieve the metadata for a record:
274
-
275
- ```ruby
276
- metadata = LedgerSync::Adaptors::NetSuite::Record::Metadata.new(
277
- adaptor: netsuite_adaptor, # Assuming this is previous defined
278
- record: :customer
279
- )
280
-
281
- puts metadata.http_methods # Returns a list of LedgerSync::Adaptors::NetSuite::Record::HTTPMethod objects
282
- puts metadata.properties # Returns a list of LedgerSync::Adaptors::NetSuite::Record::Property objects
283
- ```
284
-
285
- ### Reference
286
-
287
- - [NetSuite REST API Documentation](https://docs.oracle.com/cloud/latest/netsuitecs_gs/NSTRW/NSTRW.pdf)
288
-
289
- ## NetSuite SOAP
290
-
291
- LedgerSync supports the NetSuite SOAP adaptor, leveraging [the NetSuite gem](https://github.com/NetSweet/netsuite). The adaptor and sample operations are provided, though the main NetSuite adaptor uses the REST API.
292
-
293
- ### Reference
294
-
295
- - [NetSuite SOAP API Documentation](https://docs.oracle.com/cloud/latest/netsuitecs_gs/NSTWR/NSTWR.pdf)
296
-
297
-
298
- ## QuickBooks Online
299
-
300
- ### OAuth
301
-
302
- QuickBooks Online utilizes OAuth 2.0, which requires frequent refreshing of the access token. The adaptor will handle this automatically, attempting a single token refresh on any single request authentication failure. Depending on how you use the library, every adaptor has implements a class method `ledger_attributes_to_save`, which is an array of attributes that may change as the adaptor is used. You can also call the instance method `ledger_attributes_to_save` which will be a hash of these values. It is a good practice to always store these attributes if you are saving access tokens in your database.
303
-
304
- #### Retrieve Access Token
305
-
306
- The library contains a lightweight script that is helpful in retrieving and refreshing access tokens. To use, do the following:
307
-
308
- 1. Create a `.env` file in the library root.
309
- 2. Add values for `QUICKBOOKS_ONLINE_CLIENT_ID` and `QUICKBOOKS_ONLINE_CLIENT_SECRET` (you can copy `.env.template`).
310
- 3. Ensure your developer application in [the QuickBooks Online developer portal](https://developer.intuit.com) contains this redirect URI: `http://localhost:5678` (note: no trailing slash and port configurable with `PORT` environment variable)
311
- 4. Run `ruby bin/quickbooks_online_oauth_server.rb` from the library root (note: it must run from the root in order to update `.env`).
312
- 5. Visit the URL output in the terminal.
313
- 6. Upon redirect back to your `localhost`, the new values will be printed to the console and saved back to your `.env`
314
-
315
- #### Adaptor Helper Methods
316
-
317
- The adaptor also implements some helper methods for getting tokens. For example, you can set up an adaptor using the following:
318
-
319
- ```ruby
320
- # Retrieve the following values from Intuit app settings
321
- client_id = 'ID'
322
- client_secret = 'SECRET'
323
- redirect_uri = 'http://localhost:3000'
324
-
325
- oauth_client = LedgerSync::Adaptors::QuickBooksOnline::OAuthClientHelper.new(
326
- client_id: client_id,
327
- client_secret: client_secret
328
- )
329
-
330
- puts oauth_client.authorization_url(redirect_uri: redirect_uri)
331
-
332
- # Visit on the output URL and authorize a company.
333
- # You will be redirected back to the redirect_uri.
334
- # Copy the full url from your browser:
335
-
336
- uri = 'https://localhost:3000/?code=FOO&state=BAR&realm_id=BAZ'
337
-
338
- adaptor = LedgerSync::Adaptors::QuickBooksOnline::Adaptor.new_from_oauth_client_uri(
339
- oauth_client: oauth_client,
340
- uri: uri
341
- )
342
-
343
- # You can test that the auth works:
344
-
345
- adaptor.refresh!
346
- ```
347
-
348
- **Note: If you have a `.env` file storing your secrets, the adaptor will automatically update the variables and record previous values whenever values change**
349
-
350
- ### Webhooks
351
-
352
- Reference: [QuickBooks Online Webhook Documentation](https://developer.intuit.com/app/developer/qbo/docs/develop/webhooks/managing-webhooks-notifications#validating-the-notification)
353
-
354
- LedgerSync offers an easy way to validate and parse webhook payloads. It also allows you to easily fetch the resources referenced. You can create and use a webhook with the following:
355
-
356
- ```ruby
357
- # Assuming `request` is the webhook request received from Quickbooks Online
358
- webhook = LedgerSync::Adaptors::QuickBooksOnline::Webhook.new(
359
- payload: request.body.read # It accepts a JSON string or hash
360
- )
361
-
362
- verification_token = WEBHOOK_VERIFICATION_TOKEN # You get this token when you create webhooks in the QuickBooks Online dashboard
363
- signature = request.headers['intuit-signature']
364
- raise 'Not valid' unless webhook.valid?(signature: signature, verification_token: verification_token)
365
-
366
- # Although not yet used, webhooks may include notifications for multiple realms
367
- webhook.notifications.each do |notification|
368
- puts notification.realm_id
369
-
370
- # Multiple events may be referenced.
371
- notification.events.each do |event|
372
- puts event.resource # Returns a LedgerSync resource with the `ledger_id` set
373
-
374
- # Other helpful methods
375
- notification.find_operation_class(adaptor: your_quickbooks_adaptor_instance) # The respective Find class
376
- notification.find_operation(adaptor: your_quickbooks_adaptor_instance) # The initialized respective Find operation
377
- notification.find(adaptor: your_quickbooks_adaptor_instance) # Performs a Find operation for the resource retrieving the latest version from QuickBooks Online
378
- end
379
-
380
- # Other helpful methods
381
- notification.resources # All resources for a given webhook across all events
382
- end
383
-
384
- # Other helpful methods
385
- webhook.events # All events for a given webhook across all realms
386
- webhook.resources # All events for a given webhook across all realms and events
387
- ```
388
-
389
- ### Errors
390
-
391
- - [QuickBooks Online Error Documentation](https://developer.intuit.com/app/developer/qbo/docs/develop/troubleshooting/error-codes)
392
-
393
- ## Tips and More
394
-
395
- ### Keyword Arguments
396
-
397
- 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)`.
398
-
399
- ### Fingerprints
400
-
401
- Most objects in LedgerSync can be fingerprinted by calling the instance method `fingerprint`. For example:
402
-
403
- ```ruby
404
- puts LedgerSync::Customer.new.fingerprint # "b3eab7ec00431a4ae0468fee72e5ba8f"
405
-
406
- puts LedgerSync::Customer.new.fingerprint == LedgerSync::Customer.new.fingerprint # true
407
- puts LedgerSync::Customer.new.fingerprint == LedgerSync::Customer.new(name: :foo).fingerprint # false
408
- puts LedgerSync::Customer.new.fingerprint == LedgerSync::Payment.new.fingerprint # false
409
- ```
410
-
411
- 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).
412
-
413
- ### Serialization
414
-
415
- Most objects in LedgerSync can be serialized by calling the instance method `serialize`. For example:
416
-
417
- ```ruby
418
- puts LedgerSync::Payment.new(
419
- customer: LedgerSync::Customer.new
420
- )
421
-
422
- {
423
- root: "LedgerSync::Payment/8eed81c0177801a001f2544f0c85e21d",
424
- objects: {
425
- "LedgerSync::Payment/8eed81c0177801a001f2544f0c85e21d": {
426
- id: "LedgerSync::Payment/8eed81c0177801a001f2544f0c85e21d",
427
- object: "LedgerSync::Payment",
428
- fingeprint: "8eed81c0177801a001f2544f0c85e21d",
429
- data: {
430
- currency: nil,
431
- amount: nil,
432
- customer: {
433
- object: "reference",
434
- id: "LedgerSync::Customer/b3eab7ec00431a4ae0468fee72e5ba8f"
435
- },
436
- external_id: "",
437
- ledger_id: nil,
438
-
439
- }
440
- },
441
- "LedgerSync::Customer/b3eab7ec00431a4ae0468fee72e5ba8f": {
442
- id: "LedgerSync::Customer/b3eab7ec00431a4ae0468fee72e5ba8f",
443
- object: "LedgerSync::Customer",
444
- fingeprint: "b3eab7ec00431a4ae0468fee72e5ba8f",
445
- data: {
446
- name: nil,
447
- email: nil,
448
- phone_number: nil,
449
- external_id: "",
450
- ledger_id: nil
451
- }
452
- }
453
- }
454
- }
455
- ```
456
-
457
- 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:
458
-
459
- ```ruby
460
- {
461
- object: "reference",
462
- id: "LedgerSync::Customer/b3eab7ec00431a4ae0468fee72e5ba8f"
463
- }
464
- ```
465
-
466
- ## Development
467
-
468
- After checking out the repo, run `bin/setup` to install dependencies.
469
-
470
- To install this gem onto your local machine, run `bundle exec rake install`. To release a new version, update the version number in `version.rb`, and then run `bundle exec rake release`, which will create a git tag for the version, push git commits and tags, and push the `.gem` file to [rubygems.org](https://rubygems.org)
471
-
472
- ### Testing
473
-
474
- Run `bundle exec rspec` to run all unit, feature, and integration tests. Unlike QA Tests, all external HTTP requests and responses are stubbed.
475
-
476
- ### QA Testing
477
-
478
- **BE SURE TO USE A TEST ENVIRONMENT ON YOUR LEDGER.**
479
-
480
- To fully test the library against the actual ledgers, you can run `bin/qa` which will run all tests in the `qa/` directory. QA Tests are written in RSpec. Unlike tests in the `spec/` directory, QA tests allow external HTTP requests.
481
-
482
- As these interact with real ledgers, you will need to provide secrets. You can do so in a `.env` file in the root directory. Copy the `.env.template` file to get started.
483
-
484
- **WARNINGS:**
485
-
486
- - **BE SURE TO USE A TEST ENVIRONMENT ON YOUR LEDGER.**
487
- - **NEVER CHECK IN YOUR SECRETS (e.g. the `.env` file).**
488
- - Because these tests actually create and modify resources, they attempt to do "cleanup" by deleting any newly created resources. This process could fail, and you may need to delete these resources manually.
489
-
490
- ### Console
491
-
492
- Run `bundle console` to start and interactive console with the library already loaded. You can also run `bin/console` for an interactive prompt that will allow you to experiment.
493
-
494
- ## Deployment
495
-
496
- To deploy a new version of the gem to RubyGems, you can use the `release.sh` script in the root. The script takes advantage of [the bump gem](https://github.com/gregorym/bump). So you may call the script using any of the following:
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- ```bash
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- # Version Format: MAJOR.MINOR.PATCH
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- ./release.sh patch # to bump X in 1.1.X
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- ./release.sh minor # to bump X in 1.X.1
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- ./release.sh major # to bump X in X.1.1
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- ```
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- ### Contributing
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- Bug reports and pull requests are welcome on GitHub at https://github.com/LedgerSync/ledger_sync. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the [Contributor Covenant](http://contributor-covenant.org) code of conduct.
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- ### License
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- The gem is available as open source under the terms of the [MIT License](https://opensource.org/licenses/MIT).
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- ### Code of Conduct
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- Everyone interacting in the LedgerSync project’s codebases, issue trackers, chat rooms and mailing lists is expected to follow the [code of conduct](https://github.com/LedgerSync/ledger_sync/blob/master/CODE_OF_CONDUCT.md).
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-
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- # Maintainers
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+ ## Maintainers
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  A big thank you to our maintainers:
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  - [@ryanwjackson](https://github.com/ryanwjackson)
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  - [@jozefvaclavik](https://github.com/jozefvaclavik)
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- - And the whole [Modern Treasury](https://www.moderntreasury.com) team
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+ - [@SeanBolt](https://github.com/SeanBolt)
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+ - And the whole [Modern Treasury](https://www.moderntreasury.com) team