lockstep_rails 0.3.67 → 0.3.69

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data/README.md CHANGED
@@ -46,6 +46,7 @@ The gem is available as open source under the terms of the [MIT License](https:/
46
46
  * Lockstep::Connection
47
47
  * Lockstep::Contact
48
48
  * Lockstep::CustomerSummary
49
+ * Lockstep::CompanyMagicLinkSummary
49
50
  * Lockstep::FeatureFlag
50
51
  * Lockstep::Invoice
51
52
  * Lockstep::InvoiceAtRiskSummary
@@ -0,0 +1,6 @@
1
+ class Lockstep::CompanyMagicLinkSummary < Lockstep::ApiRecord
2
+ self.model_name_uri = "v1/Companies/views/magic-link-summary"
3
+ self.id_ref = "company_id"
4
+ self.query_path = ""
5
+ load_schema(Schema::CompanyMagicLinkSummary)
6
+ end
@@ -79,5 +79,6 @@ end
79
79
  has_many :attachments, {:class_name=>"Schema::Attachment", :included=>true}
80
80
  has_many :custom_field_definitions, {:class_name=>"Schema::CustomFieldDefinition", :included=>true}
81
81
  has_many :custom_field_values, {:class_name=>"Schema::CustomFieldValue", :included=>true}
82
+ has_many :enrollments, {:class_name=>"Schema::AppEnrollment", :included=>true}
82
83
 
83
84
  end
@@ -36,7 +36,8 @@ end
36
36
  # * `Group` - Only one record of type `GROUP` exists in each account. Contains your account profile.
37
37
  # * `Vendor` - This record represents a business entity that sells things to the account holder.
38
38
  # * `Third Party` - This record represents a business entity that is neither a customer nor vendor.
39
- # * `CustomerVendor` - Both a customer and a vendor.
39
+ # * `CustomerVendor` - Both a customer and a vendor.
40
+ # * `CompanyProfile` - Profile for a Company, each Company should have at most 1 profile, used only for Profile Management.
40
41
  # @type: string
41
42
  field :company_type
42
43
 
@@ -243,6 +244,11 @@ end
243
244
  # @type: string
244
245
  field :company_registration_number
245
246
 
247
+ # An optional reference to a real company, making this a profile.
248
+ # @type: string
249
+ # @format: uuid
250
+ field :profile_reference_id
251
+
246
252
  # All invoices attached to this company.
247
253
  #
248
254
  # To retrieve this collection, specify `Invoices` in the "Include" parameter for your query. For more information on Invoices, see [InvoiceModel](https://developer.lockstep.io/reference/get_api-v1-invoices-id).
@@ -0,0 +1,89 @@
1
+ class Schema::CompanyMagicLinkSummary < Lockstep::ApiRecord
2
+
3
+ # ApiRecord will crash unless `id_ref` is defined
4
+ def self.id_ref
5
+ nil
6
+ end
7
+
8
+ # The unique id for this company
9
+ # @type: string
10
+ # @format: uuid
11
+ field :company_id
12
+
13
+ # The short name of the company.
14
+ # @type: string
15
+ field :company_name
16
+
17
+ # This field indicates the type of company. It can be one of a limited number of values:
18
+ # Company, Customer, Group, Vendor, or Third Party. A company that represents both a customer and a vendor
19
+ # is identified as a CustomerVendor.
20
+ #
21
+ # * `Company` - This record represents a company that is part of the organization of the account holder.
22
+ # * `Customer` - This record represents a business entity that purchases things from the account holder.
23
+ # * `Group` - Only one record of type `GROUP` exists in each account. Contains your account profile.
24
+ # * `Vendor` - This record represents a business entity that sells things to the account holder.
25
+ # * `Third Party` - This record represents a business entity that is neither a customer nor vendor.
26
+ # * `CustomerVendor` - Both a customer and a vendor.
27
+ # * `CompanyProfile` - Profile for a Company, each Company should have at most 1 profile, used only for Profile Management.
28
+ # @type: string
29
+ field :company_type
30
+
31
+ # The GroupKey uniquely identifies a single Lockstep Platform account. All records for this
32
+ # account will share the same GroupKey value. GroupKey values cannot be changed once created.
33
+ #
34
+ # For more information, see [Accounts and GroupKeys](https://developer.lockstep.io/docs/accounts-and-groupkeys).
35
+ # @type: string
36
+ # @format: uuid
37
+ field :group_key
38
+
39
+ # The name of the primary contact for this company
40
+ # @type: string
41
+ field :primary_contact_name
42
+
43
+ # The email of the primary contact for this company
44
+ # @type: string
45
+ field :primary_contact_email_address
46
+
47
+ # The total outstanding amount for this company
48
+ # @type: integer
49
+ # @format: int32
50
+ field :outstanding_amount
51
+
52
+ # The total number of open invoices for this company
53
+ # @type: integer
54
+ # @format: int32
55
+ field :total_open_invoices
56
+
57
+ # The total number of invoices that are past due for this company
58
+ # @type: integer
59
+ # @format: int32
60
+ field :past_due
61
+
62
+ # Total number of visits for all magic links sent for this company
63
+ # @type: integer
64
+ # @format: int32
65
+ field :total_visits
66
+
67
+ # Total number of sent links for this company
68
+ # @type: integer
69
+ # @format: int32
70
+ field :links_sent
71
+
72
+ # Created date of the most recent magic link made for this company
73
+ # @type: string
74
+ # @format: date-time
75
+ field :latest_magic_link_date, Types::Params::DateTime
76
+
77
+ # Id of the most recent magic link made for this company
78
+ # @type: string
79
+ # @format: uuid
80
+ field :latest_magic_link_id
81
+
82
+ # Possible statuses for a Magic Link.
83
+ field :latest_magic_link_status
84
+
85
+ belongs_to :company, {:class_name=>"Lockstep::Account", :primary_key=>:company_id, :foreign_key=>"company_id"}
86
+ belongs_to :account, {:class_name=>"Lockstep::Account", :primary_key=>:company_id, :foreign_key=>"company_id"}
87
+
88
+
89
+ end
@@ -0,0 +1,26 @@
1
+ class Schema::CompanyMagicLinkSummaryFetchResult < Lockstep::ApiRecord
2
+
3
+ # ApiRecord will crash unless `id_ref` is defined
4
+ def self.id_ref
5
+ nil
6
+ end
7
+
8
+
9
+ # @type: integer
10
+ # @format: int32
11
+ field :total_count
12
+
13
+
14
+ # @type: integer
15
+ # @format: int32
16
+ field :page_size
17
+
18
+
19
+ # @type: integer
20
+ # @format: int32
21
+ field :page_number
22
+
23
+
24
+ has_many :records, {:class_name=>"Schema::CompanyMagicLinkSummary", :included=>true}
25
+
26
+ end
@@ -0,0 +1,72 @@
1
+ class Schema::DirectoryCompany < Lockstep::ApiRecord
2
+
3
+ # ApiRecord will crash unless `id_ref` is defined
4
+ def self.id_ref
5
+ nil
6
+ end
7
+
8
+ # The field indicates the dataset type used to generate the directory company.
9
+ field :data_set
10
+
11
+ # Unique identifier of this record based on the dataset.
12
+ # <remarks>
13
+ # Examples of this would be:
14
+ # * DataSet = Siren, Identifier = string
15
+ # * DataSet = Siret, Identifier = string
16
+ # </remarks>
17
+ # @type: string
18
+ field :id
19
+
20
+ # This field indicates the type of company.
21
+ # @type: string
22
+ field :company_type
23
+
24
+ # The name of the directory company entity.
25
+ # @type: string
26
+ field :name
27
+
28
+ # Address info
29
+ # @type: string
30
+ field :address1
31
+
32
+ # Address info
33
+ # @type: string
34
+ field :address2
35
+
36
+ # Address info
37
+ # @type: string
38
+ field :address3
39
+
40
+ # Address info
41
+ # @type: string
42
+ field :city
43
+
44
+ # Address info
45
+ # @type: string
46
+ field :country
47
+
48
+ # Address info
49
+ # @type: string
50
+ field :postal_code
51
+
52
+ # Phone number
53
+ # @type: string
54
+ field :phone_number
55
+
56
+ # Email address
57
+ # @type: string
58
+ field :email_address
59
+
60
+ # The date this directory company entity was created
61
+ # @type: string
62
+ # @format: date-time
63
+ field :created_date_time, Types::Params::DateTime
64
+
65
+ # The date this directory company entity was modified
66
+ # @type: string
67
+ # @format: date-time
68
+ field :modified_date_time, Types::Params::DateTime
69
+
70
+
71
+
72
+ end
@@ -0,0 +1,30 @@
1
+ class Schema::ExternalConnector < Lockstep::ApiRecord
2
+
3
+ # ApiRecord will crash unless `id_ref` is defined
4
+ def self.id_ref
5
+ nil
6
+ end
7
+
8
+ # External Connector ID
9
+ # @type: string
10
+ field :id
11
+
12
+ # External connector name
13
+ # @type: string
14
+ field :name
15
+
16
+ # URL to start onboarding with the given external connector
17
+ # @type: string
18
+ field :onboarding_url
19
+
20
+ # Information about the external connector.
21
+ # @type: string
22
+ field :description
23
+
24
+ # Categories external connector is associated with
25
+ # @type: array
26
+ field :categories
27
+
28
+
29
+
30
+ end
@@ -0,0 +1,14 @@
1
+ class Schema::ExternalConnectorAuth < Lockstep::ApiRecord
2
+
3
+ # ApiRecord will crash unless `id_ref` is defined
4
+ def self.id_ref
5
+ nil
6
+ end
7
+
8
+ # The URL to open a browser with. This begins the user authentication process driven by a provider.
9
+ # @type: string
10
+ field :authentication_url
11
+
12
+
13
+
14
+ end
@@ -0,0 +1,22 @@
1
+ class Schema::ExternalConnectorAuthRequest < Lockstep::ApiRecord
2
+
3
+ # ApiRecord will crash unless `id_ref` is defined
4
+ def self.id_ref
5
+ nil
6
+ end
7
+
8
+ # An array of scopes requested from 3rd-party provider.
9
+ # @type: array
10
+ field :scopes
11
+
12
+ # The URL the browser is redirected to after a user grants, or denies, permissions for Sage software.
13
+ # @type: string
14
+ field :redirect_url
15
+
16
+ # Opaque value that a secret will be tagged with on the service side when created
17
+ # @type: string
18
+ field :connection_context_id
19
+
20
+
21
+
22
+ end
@@ -0,0 +1,36 @@
1
+ class Schema::ExternalConnectorToken < Lockstep::ApiRecord
2
+
3
+ # ApiRecord will crash unless `id_ref` is defined
4
+ def self.id_ref
5
+ nil
6
+ end
7
+
8
+ # ID of the token reference.
9
+ # @type: string
10
+ field :id
11
+
12
+ # When the user was authenticated.
13
+ # @type: string
14
+ # @format: date-time
15
+ field :authenticated_at, Types::Params::DateTime
16
+
17
+ # An array of scopes requested from 3rd-party external connector.
18
+ # @type: array
19
+ field :scopes
20
+
21
+ # When the token expires. This can be earlier if the token is revoked.
22
+ # @type: string
23
+ # @format: date-time
24
+ field :expires_at, Types::Params::DateTime
25
+
26
+ # External Connector ID
27
+ # @type: string
28
+ field :external_connector_id
29
+
30
+ # Connection context ID set by the product when starting onboarding with a external connector
31
+ # @type: string
32
+ field :connection_context_id
33
+
34
+
35
+
36
+ end
@@ -5,10 +5,6 @@ def self.id_ref
5
5
  nil
6
6
  end
7
7
 
8
- # For more information on Invoices, see [InvoiceModel](https://developer.lockstep.io/reference/get_api-v1-invoices-id).
9
- # @type: array
10
- field :records
11
-
12
8
 
13
9
  # @type: integer
14
10
  # @format: int32
@@ -24,6 +20,10 @@ end
24
20
  # @format: int32
25
21
  field :page_number
26
22
 
23
+ # For more information on Invoices, see [InvoiceModel](https://developer.lockstep.io/reference/get_api-v1-invoices-id).
24
+ # @type: array
25
+ field :records
26
+
27
27
 
28
28
 
29
29
  end
@@ -0,0 +1,101 @@
1
+ class Schema::JournalEntry < Lockstep::ApiRecord
2
+
3
+ # ApiRecord will crash unless `id_ref` is defined
4
+ def self.id_ref
5
+ nil
6
+ end
7
+
8
+ # The unique ID of this record, automatically assigned by Lockstep when this record is
9
+ # added to the Lockstep platform.
10
+ #
11
+ # For the ID of this record in its originating financial system, see `ErpKey`.
12
+ # @type: string
13
+ # @format: uuid
14
+ field :journal_entry_id
15
+
16
+ # The GroupKey uniquely identifies a single Lockstep Platform account. All records for this
17
+ # account will share the same GroupKey value. GroupKey values cannot be changed once created.
18
+ #
19
+ # For more information, see [Accounts and GroupKeys](https://developer.lockstep.io/docs/accounts-and-groupkeys).
20
+ # @type: string
21
+ # @format: uuid
22
+ field :group_key
23
+
24
+ # The AppEnrollmentId of the application that imported this record. For accounts
25
+ # with more than one financial system connected, this field identifies the originating
26
+ # financial system that produced this record. This value is null if this record
27
+ # was not loaded from an external ERP or financial system.
28
+ # @type: string
29
+ # @format: uuid
30
+ field :app_enrollment_id
31
+
32
+ # The unique ID of this record as it was known in its originating financial system.
33
+ #
34
+ # If this journal entry record was imported from a financial system, it will have the value `ErpKey`
35
+ # set to the original primary key number of the record as it was known in the originating financial
36
+ # system. If this record was not imported, this value will be `null`.
37
+ #
38
+ # For more information, see [Identity Columns](https://developer.lockstep.io/docs/identity-columns).
39
+ # @type: string
40
+ field :erp_key
41
+
42
+ # The ERP’s identifier for this journal entry, usually has meaning to the user.
43
+ # May be the same value of the ERP Key.
44
+ # @type: string
45
+ field :journal_id
46
+
47
+ # Possible sources for a Journal Entry.
48
+ field :source
49
+
50
+ # The UTC date and time when this journal entry was posted.
51
+ # @type: string
52
+ # @format: date-time
53
+ field :posting_date, Types::Params::DateTime
54
+
55
+ # Possible statuses for a Journal Entry.
56
+ field :status
57
+
58
+ # A brief description explaining the purpose of the journal entry.
59
+ # @type: string
60
+ field :description
61
+
62
+ # An additional comment related to the entry.
63
+ # @type: string
64
+ field :comment
65
+
66
+ # Any reference number or identifier associated with the entry, such as an invoice number or purchase order.
67
+ # @type: string
68
+ field :reference_number
69
+
70
+ # The raw posting date from the source.
71
+ # @type: string
72
+ # @format: date-time
73
+ field :source_posting_date, Types::Params::DateTime
74
+
75
+ # The date that the journal entry was created.
76
+ # @type: string
77
+ # @format: date-time
78
+ field :created, Types::Params::DateTime
79
+
80
+ # The ID of the user who created the journal entry.
81
+ # @type: string
82
+ # @format: uuid
83
+ field :created_user_id
84
+
85
+ # The date that the journal entry was last modified.
86
+ # @type: string
87
+ # @format: date-time
88
+ field :modified, Types::Params::DateTime
89
+
90
+ # The ID of the user who last modified the journal entry.
91
+ # @type: string
92
+ # @format: uuid
93
+ field :modified_user_id
94
+
95
+ belongs_to :created_user, {:class_name=>"Lockstep::User", :primary_key=>:user_id, :foreign_key=>"created_user_id"}
96
+ belongs_to :modified_user, {:class_name=>"Lockstep::User", :primary_key=>:user_id, :foreign_key=>"modified_user_id"}
97
+
98
+ has_many :lines, {:class_name=>"Schema::JournalEntryLine", :included=>true}
99
+ has_many :attachments, {:class_name=>"Schema::Attachment", :included=>true}
100
+
101
+ end
@@ -0,0 +1,26 @@
1
+ class Schema::JournalEntryFetchResult < Lockstep::ApiRecord
2
+
3
+ # ApiRecord will crash unless `id_ref` is defined
4
+ def self.id_ref
5
+ nil
6
+ end
7
+
8
+
9
+ # @type: integer
10
+ # @format: int32
11
+ field :total_count
12
+
13
+
14
+ # @type: integer
15
+ # @format: int32
16
+ field :page_size
17
+
18
+
19
+ # @type: integer
20
+ # @format: int32
21
+ field :page_number
22
+
23
+
24
+ has_many :records, {:class_name=>"Schema::JournalEntry", :included=>true}
25
+
26
+ end
@@ -0,0 +1,120 @@
1
+ class Schema::JournalEntryLine < Lockstep::ApiRecord
2
+
3
+ # ApiRecord will crash unless `id_ref` is defined
4
+ def self.id_ref
5
+ nil
6
+ end
7
+
8
+ # The unique ID of this record, automatically assigned by Lockstep when this record is
9
+ # added to the Lockstep platform.
10
+ #
11
+ # For the ID of this record in its originating financial system, see `ErpKey`.
12
+ # @type: string
13
+ # @format: uuid
14
+ field :journal_entry_line_id
15
+
16
+ # The Journal Entry with which this line is associated.
17
+ # @type: string
18
+ # @format: uuid
19
+ field :journal_entry_id
20
+
21
+ # The GroupKey uniquely identifies a single Lockstep Platform account. All records for this
22
+ # account will share the same GroupKey value. GroupKey values cannot be changed once created.
23
+ #
24
+ # For more information, see [Accounts and GroupKeys](https://developer.lockstep.io/docs/accounts-and-groupkeys).
25
+ # @type: string
26
+ # @format: uuid
27
+ field :group_key
28
+
29
+ # The AppEnrollmentId of the application that imported this record. For accounts
30
+ # with more than one financial system connected, this field identifies the originating
31
+ # financial system that produced this record. This value is null if this record
32
+ # was not loaded from an external ERP or financial system.
33
+ # @type: string
34
+ # @format: uuid
35
+ field :app_enrollment_id
36
+
37
+ # The unique ID of this record as it was known in its originating financial system.
38
+ #
39
+ # If this journal entry record was imported from a financial system, it will have the value `ErpKey`
40
+ # set to the original primary key number of the record as it was known in the originating financial
41
+ # system. If this record was not imported, this value will be `null`.
42
+ #
43
+ # For more information, see [Identity Columns](https://developer.lockstep.io/docs/identity-columns).
44
+ # @type: string
45
+ field :erp_key
46
+
47
+ # The Financial Account with which this line is associated.
48
+ # @type: string
49
+ # @format: uuid
50
+ field :financial_account_id
51
+
52
+ # The unique code/identifier assigned to each account in the chart of accounts.
53
+ # @type: string
54
+ field :account_number
55
+
56
+ # The name of the account.
57
+ # @type: string
58
+ field :account_name
59
+
60
+ # Debit to account.
61
+ # @type: number
62
+ # @format: double
63
+ field :debit
64
+
65
+ # Credit to account.
66
+ # @type: number
67
+ # @format: double
68
+ field :credit
69
+
70
+ # The transaction currency in which the entry is recorded, especially useful for multi-currency environments.
71
+ # @type: string
72
+ field :currency
73
+
74
+ # The base currency debit amount for the account.
75
+ # @type: number
76
+ # @format: double
77
+ field :base_debit
78
+
79
+ # The base currency credit amount for the account.
80
+ # @type: number
81
+ # @format: double
82
+ field :base_credit
83
+
84
+ # The base currency in which the entry is recorded, especially useful for multi-currency environments.
85
+ # @type: string
86
+ field :base_currency
87
+
88
+ # The ERP’s identifier for the user who recorded the journal entry line.
89
+ # @type: string
90
+ field :source_created_user
91
+
92
+ # A memo related to this line.
93
+ # @type: string
94
+ field :memo
95
+
96
+ # The date that the journal entry line was created.
97
+ # @type: string
98
+ # @format: date-time
99
+ field :created, Types::Params::DateTime
100
+
101
+ # The ID of the user who created the journal entry line.
102
+ # @type: string
103
+ # @format: uuid
104
+ field :created_user_id
105
+
106
+ # The date that the journal entry line was last modified.
107
+ # @type: string
108
+ # @format: date-time
109
+ field :modified, Types::Params::DateTime
110
+
111
+ # The ID of the user who last modified the journal entry line.
112
+ # @type: string
113
+ # @format: uuid
114
+ field :modified_user_id
115
+
116
+ belongs_to :created_user, {:class_name=>"Lockstep::User", :primary_key=>:user_id, :foreign_key=>"created_user_id"}
117
+ belongs_to :modified_user, {:class_name=>"Lockstep::User", :primary_key=>:user_id, :foreign_key=>"modified_user_id"}
118
+
119
+
120
+ end
@@ -81,6 +81,14 @@ end
81
81
  # To retrieve this item, specify `User` in the "Include" parameter for your query.
82
82
  field :user
83
83
 
84
+ # The number of visits to this Magic Link
85
+ # @type: integer
86
+ # @format: int32
87
+ field :visits
88
+
89
+ # Possible statuses for a Magic Link.
90
+ field :status
91
+
84
92
  belongs_to :created_user, {:class_name=>"Lockstep::User", :primary_key=>:user_id, :foreign_key=>"created_user_id"}
85
93
  belongs_to :modified_user, {:class_name=>"Lockstep::User", :primary_key=>:user_id, :foreign_key=>"modified_user_id"}
86
94
  belongs_to :company, {:class_name=>"Lockstep::Account", :primary_key=>:company_id, :foreign_key=>"company_id"}
@@ -0,0 +1,30 @@
1
+ class Schema::MagicLinkSummary < Lockstep::ApiRecord
2
+
3
+ # ApiRecord will crash unless `id_ref` is defined
4
+ def self.id_ref
5
+ nil
6
+ end
7
+
8
+ # Group that the summary is for
9
+ # @type: string
10
+ # @format: uuid
11
+ field :group_key
12
+
13
+ # Total number of magic links sent
14
+ # @type: integer
15
+ # @format: int32
16
+ field :total_count
17
+
18
+ # Total number of magic links that failed to send
19
+ # @type: integer
20
+ # @format: int32
21
+ field :total_bounced
22
+
23
+ # Total number of visits across all magic links
24
+ # @type: integer
25
+ # @format: int32
26
+ field :total_visited
27
+
28
+
29
+
30
+ end