lockstep_sdk 2022.6.49.0 → 2022.9.6.0

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Files changed (49) hide show
  1. checksums.yaml +4 -4
  2. data/lib/lockstep_sdk/clients/api_keys_client.rb +17 -5
  3. data/lib/lockstep_sdk/clients/applications_client.rb +9 -3
  4. data/lib/lockstep_sdk/clients/companies_client.rb +22 -6
  5. data/lib/lockstep_sdk/clients/contacts_client.rb +9 -3
  6. data/lib/lockstep_sdk/clients/credit_memo_applied_client.rb +6 -2
  7. data/lib/lockstep_sdk/clients/custom_field_definitions_client.rb +17 -5
  8. data/lib/lockstep_sdk/clients/custom_field_values_client.rb +17 -5
  9. data/lib/lockstep_sdk/clients/definitions_client.rb +9 -3
  10. data/lib/lockstep_sdk/clients/financial_account_balance_history_client.rb +92 -0
  11. data/lib/lockstep_sdk/clients/financial_account_client.rb +79 -0
  12. data/lib/lockstep_sdk/clients/financial_year_settings_client.rb +92 -0
  13. data/lib/lockstep_sdk/clients/invoices_client.rb +6 -2
  14. data/lib/lockstep_sdk/clients/notes_client.rb +9 -3
  15. data/lib/lockstep_sdk/clients/payment_applications_client.rb +6 -2
  16. data/lib/lockstep_sdk/clients/provisioning_client.rb +3 -0
  17. data/lib/lockstep_sdk/clients/webhooks_client.rb +14 -0
  18. data/lib/lockstep_sdk/lockstep_api.rb +18 -3
  19. data/lib/lockstep_sdk/models/activity_model.rb +5 -5
  20. data/lib/lockstep_sdk/models/activity_xref_model.rb +2 -0
  21. data/lib/lockstep_sdk/models/app_enrollment_model.rb +2 -2
  22. data/lib/lockstep_sdk/models/application_model.rb +4 -4
  23. data/lib/lockstep_sdk/models/attachment_model.rb +2 -2
  24. data/lib/lockstep_sdk/models/company_model.rb +5 -5
  25. data/lib/lockstep_sdk/models/company_sync_model.rb +6 -6
  26. data/lib/lockstep_sdk/models/contact_model.rb +6 -6
  27. data/lib/lockstep_sdk/models/contact_sync_model.rb +3 -3
  28. data/lib/lockstep_sdk/models/credit_memo_applied_model.rb +5 -5
  29. data/lib/lockstep_sdk/models/custom_field_definition_model.rb +1 -1
  30. data/lib/lockstep_sdk/models/custom_field_sync_model.rb +6 -0
  31. data/lib/lockstep_sdk/models/custom_field_value_model.rb +7 -1
  32. data/lib/lockstep_sdk/models/email_model.rb +5 -5
  33. data/lib/lockstep_sdk/models/financial_account_balance_history_model.rb +127 -0
  34. data/lib/lockstep_sdk/models/financial_account_model.rb +139 -0
  35. data/lib/lockstep_sdk/models/financial_year_setting_model.rb +111 -0
  36. data/lib/lockstep_sdk/models/invoice_address_model.rb +6 -0
  37. data/lib/lockstep_sdk/models/invoice_history_model.rb +6 -0
  38. data/lib/lockstep_sdk/models/invoice_line_model.rb +3 -3
  39. data/lib/lockstep_sdk/models/invoice_model.rb +9 -9
  40. data/lib/lockstep_sdk/models/invoice_sync_model.rb +2 -2
  41. data/lib/lockstep_sdk/models/note_model.rb +1 -1
  42. data/lib/lockstep_sdk/models/payment_applied_model.rb +1 -1
  43. data/lib/lockstep_sdk/models/payment_model.rb +5 -5
  44. data/lib/lockstep_sdk/models/sync_request_model.rb +1 -1
  45. data/lib/lockstep_sdk/models/user_account_model.rb +3 -3
  46. data/lib/lockstep_sdk/models/webhook_history_table_storage_model.rb +103 -0
  47. data/lib/lockstep_sdk/models/webhook_model.rb +6 -0
  48. data/lib/lockstep_sdk/version.rb +1 -1
  49. metadata +9 -2
@@ -0,0 +1,92 @@
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+ #
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+ # Lockstep Software Development Kit for Ruby
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+ #
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+ # (c) 2021-2022 Lockstep, Inc.
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+ #
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+ # For the full copyright and license information, please view the LICENSE
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+ # file that was distributed with this source code.
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+ #
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+ # @author Ted Spence <tspence@lockstep.io>
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+ # @author Manish Narayan B S <manish.n@lockstep.io>
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+ # @author Rishi Rajkumar Jawahar <rjawahar@lockstep.io>
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+ # @copyright 2021-2022 Lockstep, Inc.
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+ # @link https://github.com/Lockstep-Network/lockstep-sdk-ruby
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+ #
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+
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+
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+ require 'awrence'
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+
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+ class FinancialYearSettingsClient
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+
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+ ##
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+ # Initialize the FinancialYearSettingsClient class with a lockstepsdk instance.
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+ # @param lockstepsdk [LockstepApi] The Lockstep API client object for this connection
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+ def initialize(lockstepsdk)
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+ @lockstepsdk = lockstepsdk
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+ end
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+
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+
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+ ##
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+ # Retrieves the Financial Year Setting specified by this unique identifier.
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+ #
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+ # A Financial Year Setting is used to to set the type, beginning, end, and number of periods of a year used to calculate accounting reports. The financial setting can either be for a specific app enrollment id via a sync or, when the financial year setting is manually created, will cover all account data without an app enrollment id.
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+ #
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+ # @param id [uuid] The unique Lockstep Platform ID number of this Financial Year Setting
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+ def retrieve_financial_year_setting(id:)
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+ path = "/api/v1/FinancialYearSettings/#{id}"
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+ @lockstepsdk.request(:get, path, nil, nil)
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+ end
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+
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+ ##
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+ # Updates a financial year setting that matches the specified id with the requested information.
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+ #
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+ # The PATCH method allows you to change specific values on the object while leaving other values alone. As input you should supply a list of field names and new values. If you do not provide the name of a field, that field will remain unchanged. This allows you to ensure that you are only updating the specific fields desired.
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+ #
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+ # A Financial Year Setting is used to to set the type, beginning, end, and number of periods of a year used to calculate accounting reports. The financial setting can either be for a specific app enrollment id via a sync or, when the financial year setting is manually created, will cover all account data without an app enrollment id.
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+ #
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+ # @param id [uuid] The unique Lockstep Platform ID number of the Financial Year Setting to update
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+ # @param body [object] A list of changes to apply to this Financial Year Setting
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+ def update_financial_year_setting(id:, body:)
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+ path = "/api/v1/FinancialYearSettings/#{id}"
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+ @lockstepsdk.request(:patch, path, body.to_camelback_keys.to_json, nil)
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+ end
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+
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+ ##
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+ # Delete the Financial Year Setting referred to by this unique identifier.
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+ #
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+ # A Financial Year Setting is used to to set the type, beginning, end, and number of periods of a year used to calculate accounting reports. The financial setting can either be for a specific app enrollment id via a sync or, when the financial year setting is manually created, will cover all account data without an app enrollment id.
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+ #
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+ # @param id [uuid] The unique Lockstep Platform ID number of the Financial Year Setting to disable
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+ def delete_financial_year_setting(id:)
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+ path = "/api/v1/FinancialYearSettings/#{id}"
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+ @lockstepsdk.request(:delete, path, nil, nil)
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+ end
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+
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+ ##
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+ # Creates a financial year setting from a given model.
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+ #
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+ # A Financial Year Setting is used to to set the type, beginning, end, and number of periods of a year used to calculate accounting reports. The financial setting can either be for a specific app enrollment id via a sync or, when the financial year setting is manually created, will cover all account data without an app enrollment id.
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+ #
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+ # @param body [FinancialYearSettingModel] The Financial Year Setting to create
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+ def create_financial_year_setting(body:)
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+ path = "/api/v1/FinancialYearSettings"
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+ @lockstepsdk.request(:post, path, body, nil)
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+ end
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+
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+ ##
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+ # Queries Financial Year Settings for this account using the specified filtering, sorting, and pagination rules requested.
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+ #
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+ # More information on querying can be found on the [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight) page on the Lockstep Developer website.
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+ #
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+ # A Financial Year Setting is used to to set the type, beginning, end, and number of periods of a year used to calculate accounting reports. The financial setting can either be for a specific app enrollment id via a sync or, when the financial year setting is manually created, will cover all account data without an app enrollment id.
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+ #
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+ # @param filter [string] The filter for this query. See [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight)
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+ # @param order [string] The sort order for this query. See See [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight)
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+ # @param page_size [int32] The page size for results (default 200). See [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight)
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+ # @param page_number [int32] The page number for results (default 0). See [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight)
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+ def query_financial_year_settings(filter:, order:, page_size:, page_number:)
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+ path = "/api/v1/FinancialYearSettings/query"
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+ params = {:filter => filter, :order => order, :pageSize => page_size, :pageNumber => page_number}
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+ @lockstepsdk.request(:get, path, nil, params)
91
+ end
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+ end
@@ -42,7 +42,9 @@ class InvoicesClient
42
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  ##
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  # Updates an existing Invoice with the information supplied to this PATCH call.
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  #
45
- # The PATCH method allows you to change specific values on the object while leaving other values alone. As input you should supply a list of field names and new values. If you do not provide the name of a field, that field will remain unchanged. This allows you to ensure that you are only updating the specific fields desired. An Invoice represents a bill sent from one company to another. The creator of the invoice is identified by the `CompanyId` field, and the recipient of the invoice is identified by the `CustomerId` field. Most invoices are uniquely identified both by a Lockstep Platform ID number and a customer ERP "key" that was generated by the system that originated the invoice. Invoices have a total amount and a due date, and when some payments have been made on the Invoice the `TotalAmount` and the `OutstandingBalanceAmount` may be different.
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+ # The PATCH method allows you to change specific values on the object while leaving other values alone. As input you should supply a list of field names and new values. If you do not provide the name of a field, that field will remain unchanged. This allows you to ensure that you are only updating the specific fields desired.
46
+ #
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+ # An Invoice represents a bill sent from one company to another. The creator of the invoice is identified by the `CompanyId` field, and the recipient of the invoice is identified by the `CustomerId` field. Most invoices are uniquely identified both by a Lockstep Platform ID number and a customer ERP "key" that was generated by the system that originated the invoice. Invoices have a total amount and a due date, and when some payments have been made on the Invoice the `TotalAmount` and the `OutstandingBalanceAmount` may be different.
46
48
  #
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  # @param id [uuid] The unique Lockstep Platform ID number of the invoice to update; NOT the customer's ERP key
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  # @param body [object] A list of changes to apply to this Invoice
@@ -74,7 +76,9 @@ class InvoicesClient
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  ##
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  # Queries Invoices for this account using the specified filtering, sorting, nested fetch, and pagination rules requested.
76
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  #
77
- # More information on querying can be found on the [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight) page on the Lockstep Developer website. An Invoice represents a bill sent from one company to another. The creator of the invoice is identified by the `CompanyId` field, and the recipient of the invoice is identified by the `CustomerId` field. Most invoices are uniquely identified both by a Lockstep Platform ID number and a customer ERP "key" that was generated by the system that originated the invoice. Invoices have a total amount and a due date, and when some payments have been made on the Invoice the `TotalAmount` and the `OutstandingBalanceAmount` may be different.
79
+ # More information on querying can be found on the [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight) page on the Lockstep Developer website.
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+ #
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+ # An Invoice represents a bill sent from one company to another. The creator of the invoice is identified by the `CompanyId` field, and the recipient of the invoice is identified by the `CustomerId` field. Most invoices are uniquely identified both by a Lockstep Platform ID number and a customer ERP "key" that was generated by the system that originated the invoice. Invoices have a total amount and a due date, and when some payments have been made on the Invoice the `TotalAmount` and the `OutstandingBalanceAmount` may be different.
78
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  #
79
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  # @param filter [string] The filter for this query. See [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight)
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  # @param include_param [string] To fetch additional data on this object, specify the list of elements to retrieve. Available collections: Addresses, Lines, Payments, Notes, Attachments, Company, Customer, CustomFields, CreditMemos
@@ -27,7 +27,9 @@ class NotesClient
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  ##
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- # Retrieves the note with the specified note identifier. A note is a customizable text string that can be attached to various account attributes within Lockstep. You can use notes for internal communication, correspondence with clients, or personal reminders. The Note Model represents a note and a number of different metadata attributes related to the creation, storage, and ownership of the note.
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+ # Retrieves the note with the specified note identifier.
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+ #
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+ # A note is a customizable text string that can be attached to various account attributes within Lockstep. You can use notes for internal communication, correspondence with clients, or personal reminders. The Note Model represents a note and a number of different metadata attributes related to the creation, storage, and ownership of the note.
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  #
32
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  # See [Extensibility](https://developer.lockstep.io/docs/extensibility) for more information.
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  #
@@ -40,7 +42,9 @@ class NotesClient
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  end
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43
 
42
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  ##
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- # Archives the Note with the unique ID specified. A note is a customizable text string that can be attached to various account attributes within Lockstep. You can use notes for internal communication, correspondence with clients, or personal reminders. The Note Model represents a note and a number of different metadata attributes related to the creation, storage, and ownership of the note.
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+ # Archives the Note with the unique ID specified.
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+ #
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+ # A note is a customizable text string that can be attached to various account attributes within Lockstep. You can use notes for internal communication, correspondence with clients, or personal reminders. The Note Model represents a note and a number of different metadata attributes related to the creation, storage, and ownership of the note.
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48
  #
45
49
  # See [Extensibility](https://developer.lockstep.io/docs/extensibility) for more information.
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  #
@@ -66,7 +70,9 @@ class NotesClient
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70
  ##
67
71
  # Queries Notes on the Lockstep Platform using the specified filtering, sorting, nested fetch, and pagination rules requested.
68
72
  #
69
- # More information on querying can be found on the [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight) page on the Lockstep Developer website. A note is a customizable text string that can be attached to various account attributes within Lockstep. You can use notes for internal communication, correspondence with clients, or personal reminders. The Note Model represents a note and a number of different metadata attributes related to the creation, storage, and ownership of the note.
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+ # More information on querying can be found on the [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight) page on the Lockstep Developer website.
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+ #
75
+ # A note is a customizable text string that can be attached to various account attributes within Lockstep. You can use notes for internal communication, correspondence with clients, or personal reminders. The Note Model represents a note and a number of different metadata attributes related to the creation, storage, and ownership of the note.
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  #
71
77
  # See [Extensibility](https://developer.lockstep.io/docs/extensibility) for more information.
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  #
@@ -42,7 +42,9 @@ class PaymentApplicationsClient
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  ##
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43
  # Updates an existing Payment Application with the information supplied to this PATCH call.
44
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  #
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- # The PATCH method allows you to change specific values on the object while leaving other values alone. As input you should supply a list of field names and new values. If you do not provide the name of a field, that field will remain unchanged. This allows you to ensure that you are only updating the specific fields desired. A Payment Application is created by a business who receives a Payment from a customer. A customer may make a single Payment to match an Invoice exactly, a partial Payment for an Invoice, or a single Payment may be made for multiple smaller Invoices. The Payment Application contains information about which Invoices are connected to which Payments and for which amounts.
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+ # The PATCH method allows you to change specific values on the object while leaving other values alone. As input you should supply a list of field names and new values. If you do not provide the name of a field, that field will remain unchanged. This allows you to ensure that you are only updating the specific fields desired.
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+ #
47
+ # A Payment Application is created by a business who receives a Payment from a customer. A customer may make a single Payment to match an Invoice exactly, a partial Payment for an Invoice, or a single Payment may be made for multiple smaller Invoices. The Payment Application contains information about which Invoices are connected to which Payments and for which amounts.
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48
  #
47
49
  # @param id [uuid] The unique Lockstep Platform ID number of the Payment Application to update; NOT the customer's ERP key
48
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  # @param body [object] A list of changes to apply to this Payment Application
@@ -76,7 +78,9 @@ class PaymentApplicationsClient
76
78
  ##
77
79
  # Queries Payment Applications for this account using the specified filtering, sorting, nested fetch, and pagination rules requested.
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  #
79
- # More information on querying can be found on the [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight) page on the Lockstep Developer website. A Payment Application is created by a business who receives a Payment from a customer. A customer may make a single Payment to match an Invoice exactly, a partial Payment for an Invoice, or a single Payment may be made for multiple smaller Invoices. The Payment Application contains information about which Invoices are connected to which Payments and for which amounts.
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+ # More information on querying can be found on the [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight) page on the Lockstep Developer website.
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+ #
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+ # A Payment Application is created by a business who receives a Payment from a customer. A customer may make a single Payment to match an Invoice exactly, a partial Payment for an Invoice, or a single Payment may be made for multiple smaller Invoices. The Payment Application contains information about which Invoices are connected to which Payments and for which amounts.
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  #
81
85
  # @param filter [string] The filter for this query. See [Searchlight Query Language](https://developer.lockstep.io/docs/querying-with-searchlight)
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  # @param include_param [string] To fetch additional data on this object, specify the list of elements to retrieve. Available collections: Invoice
@@ -44,6 +44,9 @@ class ProvisioningClient
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  @lockstepsdk.request(:post, path, body, nil)
45
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  end
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+ ##
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+ # Creates a new account for a developer, sending an email with information on how to access the API.
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+ # @param body [DeveloperAccountSubmitModel]
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  def provision_free_developer_account(body:)
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  path = "/api/v1/Provisioning/free-account"
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  @lockstepsdk.request(:post, path, body, nil)
@@ -88,4 +88,18 @@ class WebhooksClient
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  params = {:filter => filter, :order => order, :pageSize => page_size, :pageNumber => page_number}
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  @lockstepsdk.request(:get, path, nil, params)
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  end
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+
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+ ##
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+ #
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+ #
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+ # @param webhook_id [uuid] The unique Lockstep Platform ID number of this Webhook
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+ # @param filter [string] The filter for this query. See [Azure Query Language](https://docs.microsoft.com/en-us/rest/api/storageservices/querying-tables-and-entities)
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+ # @param select [string] The selection for this query. Selection is the desired properties of an entity to pull from the set. If a property is not selected, it will either return as null or empty. See [Azure Query Language](https://docs.microsoft.com/en-us/rest/api/storageservices/querying-tables-and-entities)
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+ # @param page_size [int32] The page size for results (default 200).
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+ # @param page_number [int32] The page number for results (default 0).
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+ def query_webhook_history(webhook_id:, filter:, select:, page_size:, page_number:)
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+ path = "/api/v1/Webhooks/#{webhookId}/history/query"
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+ params = {:filter => filter, :select => select, :pageSize => page_size, :pageNumber => page_number}
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+ @lockstepsdk.request(:get, path, nil, params)
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+ end
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  end
@@ -10,7 +10,7 @@
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  # @author Manish Narayan B S <manish.n@lockstep.io>
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  # @author Rishi Rajkumar Jawahar <rjawahar@lockstep.io>
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  # @copyright 2021-2022 Lockstep, Inc.
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- # @version 2022.6.49.0
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+ # @version 2022.9.6.0
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  # @link https://github.com/Lockstep-Network/lockstep-sdk-ruby
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  #
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@@ -89,6 +89,18 @@ module LockstepSdk
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  # @return [EmailsClient] Client object for Emails endpoints
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  attr_accessor :emails
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+ ##
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+ # @return [FinancialAccountClient] Client object for FinancialAccount endpoints
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+ attr_accessor :financial_account
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+
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+ ##
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+ # @return [FinancialAccountBalanceHistoryClient] Client object for FinancialAccountBalanceHistory endpoints
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+ attr_accessor :financial_account_balance_history
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+
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+ ##
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+ # @return [FinancialYearSettingsClient] Client object for FinancialYearSettings endpoints
102
+ attr_accessor :financial_year_settings
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+
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  ##
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  # @return [InvoiceHistoryClient] Client object for InvoiceHistory endpoints
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  attr_accessor :invoice_history
@@ -147,7 +159,7 @@ module LockstepSdk
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  #
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  # @param env [string] Either "sbx", "prd", or the URI of the server, ending in a slash (/)
149
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  def initialize(env)
150
- @version = "2022.6.49.0"
162
+ @version = "2022.9.6.0"
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163
  @env = case env
152
164
  when "sbx"
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  "https://api.sbx.lockstep.io/"
@@ -172,6 +184,9 @@ module LockstepSdk
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  @custom_field_values = CustomFieldValuesClient.new(self)
173
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  @definitions = DefinitionsClient.new(self)
174
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  @emails = EmailsClient.new(self)
187
+ @financial_account = FinancialAccountClient.new(self)
188
+ @financial_account_balance_history = FinancialAccountBalanceHistoryClient.new(self)
189
+ @financial_year_settings = FinancialYearSettingsClient.new(self)
175
190
  @invoice_history = InvoiceHistoryClient.new(self)
176
191
  @invoices = InvoicesClient.new(self)
177
192
  @leads = LeadsClient.new(self)
@@ -244,7 +259,7 @@ module LockstepSdk
244
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  request["Accept"] = 'application/json'
245
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  request["Content-Type"] = 'application/*+json'
246
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  request["SdkType"] = 'Ruby'
247
- request["SdkVersion"] = '2022.6.49.0'
262
+ request["SdkVersion"] = '2022.9.6.0'
248
263
  request["MachineName"] = Socket.gethostname
249
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  request.body = body
250
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@@ -88,7 +88,7 @@ module LockstepSdk
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  attr_accessor :activity_status
89
89
 
90
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  ##
91
- # @return [Boolean] True if this activity is currently "open", which indicates that the activitiy is currently in progress.
91
+ # @return [Boolean] True if this activity is currently "open", which indicates that the activity is currently in progress.
92
92
  attr_accessor :is_open
93
93
 
94
94
  ##
@@ -156,19 +156,19 @@ module LockstepSdk
156
156
  attr_accessor :user_assigned_to_name
157
157
 
158
158
  ##
159
- # @return [AttachmentModel] All attachments attached to applied activity. To retrieve this collection, specify `Attachments` in the "Include" parameter for your query.
159
+ # @return [AttachmentModel] A collection of attachments linked to this record. To retrieve this collection, specify `Attachments` in the `include` parameter when retrieving data. To create an attachment, use the [Upload Attachment](https://developer.lockstep.io/reference/post_api-v1-attachments) endpoint with the `TableKey` to `Activity` and the `ObjectKey` set to the `ActivityId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
160
160
  attr_accessor :attachments
161
161
 
162
162
  ##
163
- # @return [NoteModel] All notes attached to this applied activity. To retrieve this collection, specify `Notes` in the "Include" parameter for your query.
163
+ # @return [NoteModel] A collection of notes linked to this record. To retrieve this collection, specify `Notes` in the `include` parameter when retrieving data. To create a note, use the [Create Note](https://developer.lockstep.io/reference/post_api-v1-notes) endpoint with the `TableKey` to `Activity` and the `ObjectKey` set to the `ActivityId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
164
164
  attr_accessor :notes
165
165
 
166
166
  ##
167
- # @return [CustomFieldDefinitionModel] All definitions attached to this applied activity. To retrieve this collection, specify `CustomFieldValues` in the "Include" parameter for your query.
167
+ # @return [CustomFieldDefinitionModel] A collection of custom fields linked to this record. To retrieve this collection, specify `CustomFieldDefinitions` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](https://developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `Activity` and the `ObjectKey` set to the `ActivityId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
168
168
  attr_accessor :custom_field_definitions
169
169
 
170
170
  ##
171
- # @return [CustomFieldValueModel] All values attached to this activity. To retrieve this collection, specify `CustomFieldValues` in the "Include" parameter for your query.
171
+ # @return [CustomFieldValueModel] A collection of custom fields linked to this record. To retrieve this collection, specify `CustomFieldValues` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](https://developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `Activity` and the `ObjectKey` set to the `ActivityId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
172
172
  attr_accessor :custom_field_values
173
173
 
174
174
  ##
@@ -18,6 +18,8 @@ require 'json'
18
18
 
19
19
  module LockstepSdk
20
20
 
21
+ ##
22
+ # Represents links between an Activity and another record.
21
23
  class ActivityXRefModel
22
24
 
23
25
  ##
@@ -94,11 +94,11 @@ module LockstepSdk
94
94
  attr_accessor :app
95
95
 
96
96
  ##
97
- # @return [CustomFieldDefinitionModel] All definitions attached to this app. To retrieve this collection, specify `CustomFieldValues` in the "Include" parameter for your query.
97
+ # @return [CustomFieldDefinitionModel] A collection of custom fields linked to this record. To retrieve this collection, specify `CustomFieldDefinitions` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](https://developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `AppEnrollment` and the `ObjectKey` set to the `AppEnrollmentId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
98
98
  attr_accessor :custom_field_definitions
99
99
 
100
100
  ##
101
- # @return [CustomFieldValueModel] All values attached to this app. To retrieve this collection, specify `CustomFieldValues` in the "Include" parameter for your query.
101
+ # @return [CustomFieldValueModel] A collection of custom fields linked to this record. To retrieve this collection, specify `CustomFieldValues` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](https://developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `AppEnrollment` and the `ObjectKey` set to the `AppEnrollmentId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
102
102
  attr_accessor :custom_field_values
103
103
 
104
104
  ##
@@ -115,19 +115,19 @@ module LockstepSdk
115
115
  attr_accessor :group_key
116
116
 
117
117
  ##
118
- # @return [NoteModel] All notes attached to this app. To retrieve this collection, specify `Notes` in the "Include" parameter for your query.
118
+ # @return [NoteModel] A collection of notes linked to this record. To retrieve this collection, specify `Notes` in the `include` parameter when retrieving data. To create a note, use the [Create Note](https://developer.lockstep.io/reference/post_api-v1-notes) endpoint with the `TableKey` to `Application` and the `ObjectKey` set to the `ApplicationId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
119
119
  attr_accessor :notes
120
120
 
121
121
  ##
122
- # @return [AttachmentModel] All attachments attached to this app. To retrieve this collection, specify `Attachments` in the "Include" parameter for your query.
122
+ # @return [AttachmentModel] A collection of attachments linked to this record. To retrieve this collection, specify `Attachments` in the `include` parameter when retrieving data. To create an attachment, use the [Upload Attachment](https://developer.lockstep.io/reference/post_api-v1-attachments) endpoint with the `TableKey` to `Application` and the `ObjectKey` set to the `ApplicationId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
123
123
  attr_accessor :attachments
124
124
 
125
125
  ##
126
- # @return [CustomFieldDefinitionModel] All definitions attached to the application. To retrieve this collection, specify `CustomFieldValues` in the "Include" parameter for your query.
126
+ # @return [CustomFieldDefinitionModel] A collection of custom fields linked to this record. To retrieve this collection, specify `CustomFieldDefinitions` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](https://developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `Application` and the `ObjectKey` set to the `ApplicationId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
127
127
  attr_accessor :custom_field_definitions
128
128
 
129
129
  ##
130
- # @return [CustomFieldValueModel] All values attached to the application. To retrieve this collection, specify `CustomFieldValues` in the "Include" parameter for your query.
130
+ # @return [CustomFieldValueModel] A collection of custom fields linked to this record. To retrieve this collection, specify `CustomFieldValues` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](https://developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `Application` and the `ObjectKey` set to the `ApplicationId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
131
131
  attr_accessor :custom_field_values
132
132
 
133
133
  ##
@@ -75,7 +75,7 @@ module LockstepSdk
75
75
  attr_accessor :is_archived
76
76
 
77
77
  ##
78
- # @return [Uuid]
78
+ # @return [Uuid] Tracks the original record for this attachment, not currently used.
79
79
  attr_accessor :origin_attachment_id
80
80
 
81
81
  ##
@@ -91,7 +91,7 @@ module LockstepSdk
91
91
  attr_accessor :erp_key
92
92
 
93
93
  ##
94
- # @return [Uuid] The AppEnrollmentId of the application that imported this attachment record. For accounts with more than one financial system connected, this field identifies the originating financial system that produced this record.
94
+ # @return [Uuid] The AppEnrollmentId of the application that imported this record. For accounts with more than one financial system connected, this field identifies the originating financial system that produced this record. This value is null if this record was not loaded from an external ERP or financial system.
95
95
  attr_accessor :app_enrollment_id
96
96
 
97
97
  ##
@@ -240,15 +240,15 @@ module LockstepSdk
240
240
  attr_accessor :website
241
241
 
242
242
  ##
243
- # @return [Uuid] The AppEnrollmentId of the application that imported this company record. For accounts with more than one financial system connected, this field identifies the originating financial system that produced this record.
243
+ # @return [Uuid] The AppEnrollmentId of the application that imported this record. For accounts with more than one financial system connected, this field identifies the originating financial system that produced this record. This value is null if this record was not loaded from an external ERP or financial system.
244
244
  attr_accessor :app_enrollment_id
245
245
 
246
246
  ##
247
- # @return [NoteModel] All notes attached to this company. To retrieve this collection, specify `Notes` in the "Include" parameter for your query.
247
+ # @return [NoteModel] A collection of notes linked to this record. To retrieve this collection, specify `Notes` in the `include` parameter when retrieving data. To create a note, use the [Create Note](https://developer.lockstep.io/reference/post_api-v1-notes) endpoint with the `TableKey` to `Company` and the `ObjectKey` set to the `CompanyId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
248
248
  attr_accessor :notes
249
249
 
250
250
  ##
251
- # @return [AttachmentModel] All attachments attached to this company. To retrieve this collection, specify `Attachments` in the "Include" parameter for your query.
251
+ # @return [AttachmentModel] A collection of attachments linked to this record. To retrieve this collection, specify `Attachments` in the `include` parameter when retrieving data. To create an attachment, use the [Upload Attachment](https://developer.lockstep.io/reference/post_api-v1-attachments) endpoint with the `TableKey` to `Company` and the `ObjectKey` set to the `CompanyId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
252
252
  attr_accessor :attachments
253
253
 
254
254
  ##
@@ -260,11 +260,11 @@ module LockstepSdk
260
260
  attr_accessor :invoices
261
261
 
262
262
  ##
263
- # @return [CustomFieldDefinitionModel] All definitions attached to this company. To retrieve this collection, specify `CustomFieldValues` in the "Include" parameter for your query.
263
+ # @return [CustomFieldDefinitionModel] A collection of custom fields linked to this record. To retrieve this collection, specify `CustomFieldDefinitions` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](https://developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `Company` and the `ObjectKey` set to the `CompanyId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
264
264
  attr_accessor :custom_field_definitions
265
265
 
266
266
  ##
267
- # @return [CustomFieldValueModel] All values attached to this company. To retrieve this collection, specify `CustomFieldValues` in the "Include" parameter for your query.
267
+ # @return [CustomFieldValueModel] A collection of custom fields linked to this record. To retrieve this collection, specify `CustomFieldValues` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](https://developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `Company` and the `ObjectKey` set to the `CompanyId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
268
268
  attr_accessor :custom_field_values
269
269
 
270
270
  ##
@@ -72,7 +72,7 @@ module LockstepSdk
72
72
  attr_accessor :company_type
73
73
 
74
74
  ##
75
- # @return [String] Either `Active` or `Inactive`.
75
+ # @return [String] An optional field including status codes. Defined status codes are `Active` and `Inactive`.
76
76
  attr_accessor :company_status
77
77
 
78
78
  ##
@@ -88,7 +88,7 @@ module LockstepSdk
88
88
  attr_accessor :default_currency_code
89
89
 
90
90
  ##
91
- # @return [Uri] The URL of this company's logo, if known.
91
+ # @return [String] The URL of this company's logo, if known.
92
92
  attr_accessor :company_logo_url
93
93
 
94
94
  ##
@@ -124,11 +124,11 @@ module LockstepSdk
124
124
  attr_accessor :country
125
125
 
126
126
  ##
127
- # @return [Tel] The main phone number of this company.
127
+ # @return [String] The main phone number of this company.
128
128
  attr_accessor :phone_number
129
129
 
130
130
  ##
131
- # @return [Tel] The main fax number of this company.
131
+ # @return [String] The main fax number of this company.
132
132
  attr_accessor :fax_number
133
133
 
134
134
  ##
@@ -148,11 +148,11 @@ module LockstepSdk
148
148
  attr_accessor :duns_number
149
149
 
150
150
  ##
151
- # @return [Email] If you know the AP (accounts payable) email address of this company, fill it in here. This is the email address where you would send questions to the company if the company owed you money.
151
+ # @return [String] If you know the AP (accounts payable) email address of this company, fill it in here. This is the email address where you would send questions to the company if the company owed you money.
152
152
  attr_accessor :ap_email_address
153
153
 
154
154
  ##
155
- # @return [Email] If you know the AR (accounts receivable) email address of this company, fill it in here. This is the email address where you would send questions to the company if you owed this company money.
155
+ # @return [String] If you know the AR (accounts receivable) email address of this company, fill it in here. This is the email address where you would send questions to the company if you owed this company money.
156
156
  attr_accessor :ar_email_address
157
157
 
158
158
  ##
@@ -73,7 +73,7 @@ module LockstepSdk
73
73
  attr_accessor :group_key
74
74
 
75
75
  ##
76
- # @return [String] The unique ID of this record as it was known in its originating financial system. If this company record was imported from a financial system, it will have the value `ErpKey` set to the original primary key number of the record as it was known in the originating financial system. If this record was not imported, this value will be `null`. For more information, see [Identity Columns](https://developer.lockstep.io/docs/identity-columns).
76
+ # @return [String] The unique ID of this record as it was known in its originating financial system. If this contact record was imported from a financial system, it will have the value `ErpKey` set to the original primary key number of the record as it was known in the originating financial system. If this record was not imported, this value will be `null`. For more information, see [Identity Columns](https://developer.lockstep.io/docs/identity-columns).
77
77
  attr_accessor :erp_key
78
78
 
79
79
  ##
@@ -161,23 +161,23 @@ module LockstepSdk
161
161
  attr_accessor :modified_user_id
162
162
 
163
163
  ##
164
- # @return [Uuid] AppEnrollmentId for this record; used for mapping purposes.
164
+ # @return [Uuid] The AppEnrollmentId of the application that imported this record. For accounts with more than one financial system connected, this field identifies the originating financial system that produced this record. This value is null if this record was not loaded from an external ERP or financial system.
165
165
  attr_accessor :app_enrollment_id
166
166
 
167
167
  ##
168
- # @return [NoteModel] All notes attached to this company. To retrieve this collection, specify `Notes` in the "Include" parameter for your query.
168
+ # @return [NoteModel] A collection of notes linked to this record. To retrieve this collection, specify `Notes` in the `include` parameter when retrieving data. To create a note, use the [Create Note](https://developer.lockstep.io/reference/post_api-v1-notes) endpoint with the `TableKey` to `Contact` and the `ObjectKey` set to the `ContactId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
169
169
  attr_accessor :notes
170
170
 
171
171
  ##
172
- # @return [AttachmentModel] All attachments attached to this company. To retrieve this collection, specify `Attachments` in the "Include" parameter for your query.
172
+ # @return [AttachmentModel] A collection of attachments linked to this record. To retrieve this collection, specify `Attachments` in the `include` parameter when retrieving data. To create an attachment, use the [Upload Attachment](https://developer.lockstep.io/reference/post_api-v1-attachments) endpoint with the `TableKey` to `Contact` and the `ObjectKey` set to the `ContactId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
173
173
  attr_accessor :attachments
174
174
 
175
175
  ##
176
- # @return [CustomFieldDefinitionModel] All definitions attached to this contact. To retrieve this collection, specify `CustomFieldValues` in the "Include" parameter for your query.
176
+ # @return [CustomFieldDefinitionModel] A collection of custom fields linked to this record. To retrieve this collection, specify `CustomFieldDefinitions` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](https://developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `Contact` and the `ObjectKey` set to the `ContactId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
177
177
  attr_accessor :custom_field_definitions
178
178
 
179
179
  ##
180
- # @return [CustomFieldValueModel] All values attached to this contact. To retrieve this collection, specify `Attachments` in the "Include" parameter for your query.
180
+ # @return [CustomFieldValueModel] A collection of custom fields linked to this record. To retrieve this collection, specify `CustomFieldValues` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](https://developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `Contact` and the `ObjectKey` set to the `ContactId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
181
181
  attr_accessor :custom_field_values
182
182
 
183
183
  ##
@@ -81,7 +81,7 @@ module LockstepSdk
81
81
  attr_accessor :role_code
82
82
 
83
83
  ##
84
- # @return [Email] The email address of the contact.
84
+ # @return [String] The email address of the contact.
85
85
  attr_accessor :email_address
86
86
 
87
87
  ##
@@ -125,11 +125,11 @@ module LockstepSdk
125
125
  attr_accessor :is_active
126
126
 
127
127
  ##
128
- # @return [Uri] A webpage URL for more information about this contact.
128
+ # @return [String] A webpage URL for more information about this contact.
129
129
  attr_accessor :webpage_url
130
130
 
131
131
  ##
132
- # @return [Uri] If available, the URL of a photograph that shows this contact.
132
+ # @return [String] If available, the URL of a photograph that shows this contact.
133
133
  attr_accessor :picture_url
134
134
 
135
135
  ##
@@ -97,23 +97,23 @@ module LockstepSdk
97
97
  attr_accessor :modified_user_id
98
98
 
99
99
  ##
100
- # @return [Uuid] AppEnrollmentId for this record; used for mapping purposes.
100
+ # @return [Uuid] The AppEnrollmentId of the application that imported this record. For accounts with more than one financial system connected, this field identifies the originating financial system that produced this record. This value is null if this record was not loaded from an external ERP or financial system.
101
101
  attr_accessor :app_enrollment_id
102
102
 
103
103
  ##
104
- # @return [AttachmentModel] All attachments attached to applied Credit Memo. To retrieve this collection, specify `Attachments` in the "Include" parameter for your query.
104
+ # @return [AttachmentModel] A collection of attachments linked to this record. To retrieve this collection, specify `Attachments` in the `include` parameter when retrieving data. To create an attachment, use the [Upload Attachment](https://developer.lockstep.io/reference/post_api-v1-attachments) endpoint with the `TableKey` to `CreditMemoApplied` and the `ObjectKey` set to the `CreditMemoAppliedId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
105
105
  attr_accessor :attachments
106
106
 
107
107
  ##
108
- # @return [NoteModel] All notes attached to this applied Credit Memo. To retrieve this collection, specify `Notes` in the "Include" parameter for your query.
108
+ # @return [NoteModel] A collection of notes linked to this record. To retrieve this collection, specify `Notes` in the `include` parameter when retrieving data. To create a note, use the [Create Note](https://developer.lockstep.io/reference/post_api-v1-notes) endpoint with the `TableKey` to `CreditMemoApplied` and the `ObjectKey` set to the `CreditMemoAppliedId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
109
109
  attr_accessor :notes
110
110
 
111
111
  ##
112
- # @return [CustomFieldDefinitionModel] All definitions attached to this applied Credit Memo. To retrieve this collection, specify `CustomFields` in the "Include" parameter for your query.
112
+ # @return [CustomFieldDefinitionModel] A collection of custom fields linked to this record. To retrieve this collection, specify `CustomFieldDefinitions` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](https://developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `CreditMemoApplied` and the `ObjectKey` set to the `CreditMemoAppliedId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
113
113
  attr_accessor :custom_field_definitions
114
114
 
115
115
  ##
116
- # @return [CustomFieldValueModel] All values attached to this Credit Memo. To retrieve this collection, specify `CustomFields` in the "Include" parameter for your query.
116
+ # @return [CustomFieldValueModel] A collection of custom fields linked to this record. To retrieve this collection, specify `CustomFieldValues` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](https://developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `CreditMemoApplied` and the `ObjectKey` set to the `CreditMemoAppliedId` for this record. For more information on extensibility, see [linking extensible metadata to objects](https://developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).
117
117
  attr_accessor :custom_field_values
118
118
 
119
119
  ##
@@ -89,7 +89,7 @@ module LockstepSdk
89
89
  attr_accessor :modified_user_id
90
90
 
91
91
  ##
92
- # @return [Uuid] AppEnrollmentId for this record; used for mapping purposes.
92
+ # @return [Uuid] The AppEnrollmentId of the application that imported this record. For accounts with more than one financial system connected, this field identifies the originating financial system that produced this record. This value is null if this record was not loaded from an external ERP or financial system.
93
93
  attr_accessor :app_enrollment_id
94
94
 
95
95
  ##
@@ -42,6 +42,7 @@ module LockstepSdk
42
42
  @custom_field_label = params.dig(:custom_field_label)
43
43
  @string_value = params.dig(:string_value)
44
44
  @numeric_value = params.dig(:numeric_value)
45
+ @value = params.dig(:value)
45
46
  @created = params.dig(:created)
46
47
  @modified = params.dig(:modified)
47
48
  end
@@ -66,6 +67,10 @@ module LockstepSdk
66
67
  # @return [Double] The value of this custom field, if it is stored in numeric format.
67
68
  attr_accessor :numeric_value
68
69
 
70
+ ##
71
+ # @return [String] The value of this custom field.
72
+ attr_accessor :value
73
+
69
74
  ##
70
75
  # @return [Date-time] If known, the date when this record was created according to the originating financial system in which this record is maintained. If the originating financial system does not maintain a created-date, leave this field null.
71
76
  attr_accessor :created
@@ -83,6 +88,7 @@ module LockstepSdk
83
88
  'customFieldLabel' => @custom_field_label,
84
89
  'stringValue' => @string_value,
85
90
  'numericValue' => @numeric_value,
91
+ 'value' => @value,
86
92
  'created' => @created,
87
93
  'modified' => @modified,
88
94
  }