moco-ruby 1.2.0 → 1.4.0

checksums.yaml

@@ -1,7 +1,7 @@
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data/.rubocop.yml

@@ -16,6 +16,7 @@ Naming/MethodParameterName:
   - a
   - b
   - id
+  - to
 
 Layout/LineLength:
   Max: 130

data/CHANGELOG.md

@@ -2,6 +2,45 @@
 
 ## [Unreleased]
 
+## [1.4.0] - 2026-10-06
+
+### Added
+- Offer confirmations with CRUD and PDF downloads; revenue categories with CRUD.
+- Planned purchases, invoice/purchase approvals, absence requests, and read-only to-dos.
+- Company archive/unarchive, recurring expense execution, purchase draft PDF downloads,
+  purchase budget annual targets, catalog service item operations, and offer customer approval helpers.
+- Planned-versus-tracked report and optional Bearer authentication (`auth_scheme: :bearer`).
+- Mocked regression tests for API resources, actions, fields, and filters; `rake test` runs the mocked suite.
+
+### Fixed
+- Entity updates accept fields absent from the response; saved and reloaded entities expose response attributes.
+- Nested entities use their parent collection for save, reload, and deletion.
+- Account-level nested resources use their parent's API path.
+
+### Documentation
+- Document offer editing/deletion, draft creation/deletion, writable budgets and revenue
+  categories, and additional API fields and filters from the current OpenAPI reference.
+
+## [1.3.0] - 2026-05-23
+
+### Added
+- New entities to cover remaining MOCO API v1 resources: `LetterPaper`
+  (read-only letterhead listing), `InvoiceAttachment`, `OfferAttachment`,
+  and `Session` (API key exchange/verification).
+- `MOCO::Session.create(subdomain:, email:, password:)` exchanges credentials
+  for an API key without requiring an existing `Client`.
+- `moco.session.verify` confirms the configured API key and returns the user
+  identity.
+
+### Changed
+- `Invoice#attachments` and `Offer#attachments` now return a
+  `NestedCollectionProxy` of typed `InvoiceAttachment` / `OfferAttachment`
+  entities, replacing the previous raw `add_attachment` / `delete_attachment`
+  helpers. Use `invoice.attachments.create(attachment: { filename:, base64: })`
+  and `invoice.attachments.find(id).destroy` instead.
+- Documentation URLs updated from `hundertzehn.github.io/mocoapp-api-docs`
+  (legacy) to `docs.mocoapp.com/api/docs/v1` (current OpenAPI reference).
+
 ## [1.2.0] - 2026-01-14
 
 ### Added

data/Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    moco-ruby (1.2.0)
+    moco-ruby (1.4.0)
       activesupport (>= 7.0)
       faraday (>= 2.0)
       fuzzy_match (~> 2.1.0)
@@ -9,7 +9,7 @@ PATH
 GEM
   remote: https://rubygems.org/
   specs:
-    activesupport (8.1.2)
+    activesupport (8.1.3)
       base64
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.3.1)
@@ -22,11 +22,11 @@ GEM
       securerandom (>= 0.3)
       tzinfo (~> 2.0, >= 2.0.5)
       uri (>= 0.13.1)
-    addressable (2.8.8)
+    addressable (2.9.0)
       public_suffix (>= 2.0.2, < 8.0)
     ast (2.4.3)
     base64 (0.3.0)
-    bigdecimal (4.0.1)
+    bigdecimal (4.1.2)
     concurrent-ruby (1.3.6)
     connection_pool (3.0.2)
     crack (1.0.1)
@@ -34,21 +34,22 @@ GEM
       rexml
     dotenv (2.8.1)
     drb (2.2.3)
-    faraday (2.14.0)
+    faraday (2.14.2)
       faraday-net_http (>= 2.0, < 3.5)
       json
       logger
-    faraday-net_http (3.4.2)
+    faraday-net_http (3.4.3)
       net-http (~> 0.5)
     fuzzy_match (2.1.0)
     hashdiff (1.2.1)
     i18n (1.14.8)
       concurrent-ruby (~> 1.0)
-    json (2.18.0)
+    json (2.19.5)
     language_server-protocol (3.17.0.5)
     lint_roller (1.1.0)
     logger (1.7.0)
-    minitest (6.0.1)
+    minitest (6.0.6)
+      drb (~> 2.0)
       prism (~> 1.5)
     net-http (0.9.1)
       uri (>= 0.11.1)
@@ -57,8 +58,8 @@ GEM
       ast (~> 2.4.1)
       racc
     power_assert (3.0.1)
-    prism (1.7.0)
-    public_suffix (7.0.2)
+    prism (1.9.0)
+    public_suffix (7.0.5)
     racc (1.8.1)
     rainbow (3.1.1)
     rake (13.3.1)

data/README.md

@@ -2,7 +2,7 @@
 
 [![Gem Version](https://badge.fury.io/rb/moco-ruby.svg)](https://badge.fury.io/rb/moco-ruby)
 
-A Ruby Gem to interact with the [MOCO API](https://hundertzehn.github.io/mocoapp-api-docs/). This gem provides a modern, Ruby-esque interface (`MOCO::Client`) for interacting with the MOCO API.
+A Ruby Gem to interact with the [MOCO API](https://docs.mocoapp.com/api/docs/v1). This gem provides a modern, Ruby-esque interface (`MOCO::Client`) for interacting with the MOCO API.
 
 ## Installation
 
@@ -176,6 +176,136 @@ profile = moco.profile
 puts "Logged in as: #{profile.firstname} #{profile.lastname}"
 ```
 
+### Sessions
+
+Exchange email/password for an API key, or verify an existing key:
+
+```ruby
+# Exchange credentials for an API key (no Client needed)
+session = MOCO::Session.create(
+  subdomain: "your-subdomain",
+  email: "you@example.com",
+  password: "secret"
+)
+api_key = session["api_key"]
+
+# Verify the configured API key for an existing client
+identity = moco.session.verify
+puts "Authenticated as user #{identity['id']} (#{identity['uuid']})"
+```
+
+### Invoice / Offer Attachments
+
+Attachments are nested under the parent document and use base64-encoded uploads:
+
+```ruby
+require "base64"
+
+invoice = moco.invoices.find(123)
+invoice.attachments.all
+invoice.attachments.create(
+  attachment: {
+    filename: "appendix.pdf",
+    base64: Base64.strict_encode64(File.read("appendix.pdf"))
+  }
+)
+invoice.attachments.find(42).destroy
+
+# Offer attachments work the same way:
+moco.offers.find(123).attachments.create(
+  attachment: { filename: "quote-details.pdf", base64: ... }
+)
+```
+
+### API Resources and Actions (2025–2026)
+
+The [OpenAPI reference](https://docs.mocoapp.com/api/docs/v1) defines supported
+operations, required fields, permissions, and filters. Collections accept API fields
+unchanged through `create`, `update`, and `where`; response fields are available as
+entity attributes. Only call operations documented for that resource (for example,
+`todos` is read-only, and invoices do not have a general update endpoint).
+
+```ruby
+# Offer confirmations: list, find, create, update, delete, and PDF download
+confirmation = moco.offer_confirmations.create(offer_id: 123, title: "Order confirmation")
+confirmation.update(footer_raw: "<p>Thank you!</p>")
+confirmation.pdf(letter_paper_id: 42)
+moco.offers.find(123).confirmations.all
+
+# Offers support full updates and deletion
+moco.offers.update(123, title: "Website proposal", items: [...])
+moco.offers.delete(123)
+
+# Revenue categories: list, find, create, update, and delete
+moco.revenue_categories.where(term: "Consulting").all
+moco.revenue_categories.create(name: "Consulting", assignment_kind: "tasks_and_expenses")
+
+# Purchase drafts: list, find, create, delete, and PDF download
+moco.purchase_drafts.create(
+  title: "Supplier invoice",
+  file: { filename: "invoice.pdf", base64: Base64.strict_encode64(File.binread("invoice.pdf")) }
+)
+
+# Company archiving and early execution of recurring additional services
+moco.companies.find(123).archive
+moco.companies.find(123).unarchive
+moco.projects.find(123).recurring_expenses.find(456).recur
+
+# Purchase budgets support creation, updates, deletion, and annual targets
+moco.purchase_budgets.where(year: 2026).all
+budget = moco.purchase_budgets.create(title: "Infrastructure")
+budget.update_target(target_amount: 12_000, year: 2026)
+
+# Planned purchases support list, find, create, update, and delete
+moco.planned_purchases.create(
+  date: "2026-08-01", title: "Hosting", net_total: 100, currency: "EUR", user_id: 123
+)
+
+# Invoice/purchase approvals: list, find, create, delete, approve, and deny
+approval = moco.approvals.create(target_type: "purchase", target_id: 123, approver_id: 456)
+approval.approve
+# Or: approval.deny(note: "Please check the amount")
+
+# Absence requests: list, find, create, and delete
+moco.absence_requests.where(user_id: 123).all
+moco.absence_requests.find(456).destroy(comment: "Cancelled")
+
+# To-dos are read-only
+moco.todos.where(completed: false).all
+moco.todos.find(123)
+
+# Catalog items are listed in the parent; individual items support CRUD
+service = moco.catalog_services.find(123)
+service.items.all
+service.items.create(type: "item", title: "Consulting", quantity: 1, unit: "h", unit_price: 150)
+service.items.find(456).update(unit_cost: 75)
+
+# Online customer approval for offers
+moco.offers.find(123).activate_customer_approval
+moco.offers.find(123).customer_approval
+moco.offers.find(123).deactivate_customer_approval
+```
+
+New fields need no schema configuration. Examples include `skip_favorite` on projects,
+`task_id` on planning entries, `invoice_format`, `default_payment_means`,
+`customer_vat_code_id`, `supplier_vat_code_id`, `bank_owner`, and `bank_bic` on companies,
+`welcome_email` on users, and `created_at` on comments. User creation does not require
+`password`. Filter users by `email` and schedules by `absence_request_id`.
+
+Use `vat_code_id` on invoices and purchase items rather than the deprecated `tax`
+value. Offer/invoice items accept `revenue_category_id`; offer items also accept
+`unit_cost`. Project expenses accept `revenue_category_id`, `service_period_from`,
+`service_period_to`, `planned_purchase_date`, and `cost_total_planned`.
+Response fields such as activity `worked_seconds`, reminder `status` / `file_url`,
+invoice `creditor_reference`, comment `impersonating_user`, and draft `net_total` /
+`gross_total` are exposed automatically.
+
+Bearer authentication is optional; Token authentication is the default:
+
+```ruby
+moco = MOCO::Client.new(subdomain: "your-subdomain", api_key: "your-api-key", auth_scheme: :bearer)
+```
+
 ### Reports
 
 Access read-only report endpoints:
@@ -190,6 +320,11 @@ utilization = moco.reports.utilization(from: "2024-01-01", to: "2024-12-31")
 # Financial reports
 cashflow = moco.reports.cashflow(from: "2024-01-01", to: "2024-03-31")
 finance = moco.reports.finance(from: "2024-01-01", to: "2024-03-31")
+
+# Planned versus tracked hours (optional date range and filters)
+planned_vs_tracked = moco.reports.planned_vs_tracked(
+  from: "2026-01-01", to: "2026-01-31", user_ids: "123,456", project_id: 789
+)
 ```
 
 ### Supported Entities
@@ -200,21 +335,24 @@ The gem supports all MOCO API entities with a Ruby-esque interface:
 `Project`, `Activity`, `User`, `Company`, `Task`, `Invoice`, `Deal`, `Expense`, `WebHook`, `Schedule`, `Presence`, `Holiday`, `PlanningEntry`
 
 **Business:**
-`Contact`, `Offer`, `Purchase`, `Receipt`, `Comment`, `Tag`, `Tagging`, `DealCategory`, `ProjectGroup`, `Unit`
+`Contact`, `Offer`, `OfferConfirmation`, `Purchase`, `PlannedPurchase`, `Receipt`, `Comment`, `Tag`, `Tagging`, `DealCategory`, `ProjectGroup`, `Unit`, `Approval`, `AbsenceRequest`, `Todo` (read-only)
 
 **Account Settings:**
 `CatalogService`, `CustomProperty`, `ExpenseTemplate`, `FixedCost`, `HourlyRate`, `InternalHourlyRate`, `TaskTemplate`, `UserRole`
 
 **Financial:**
-`VatCodeSale`, `VatCodePurchase`, `PurchaseCategory`, `PurchaseDraft`, `PurchaseBudget`, `PurchasePayment`
+`VatCodeSale`, `VatCodePurchase`, `RevenueCategory`, `PurchaseCategory`, `PurchaseDraft`, `PurchaseBudget`, `PurchasePayment`
 
 **Bookkeeping:**
 `InvoiceBookkeepingExport`, `PurchaseBookkeepingExport`
 
 **Nested Resources:**
-`Employment`, `WorkTimeAdjustment`, `ProjectContract`, `PaymentSchedule`, `RecurringExpense`, `InvoicePayment`, `InvoiceReminder`, `OfferApproval`
+`Employment`, `WorkTimeAdjustment`, `ProjectContract`, `PaymentSchedule`, `RecurringExpense`, `InvoicePayment`, `InvoiceReminder`, `OfferApproval`, `InvoiceAttachment`, `OfferAttachment`, `CatalogServiceItem`
+
+**Misc:**
+`LetterPaper` (read-only), `Session` (for API key exchange/verification)
 
-Access them via the client using their plural, snake_case names (e.g., `moco.planning_entries`, `moco.vat_code_sales`).
+Access them via the client using their plural, snake_case names (e.g., `moco.planning_entries`, `moco.vat_code_sales`, `moco.letter_papers`). Attachments are accessed via the parent: `invoice.attachments`, `offer.attachments`.
 
 ## Utilities
 
@@ -279,6 +417,8 @@ The gem includes unit tests (mocked) and integration tests (live API):
 
 ```bash
 # Unit tests (mocked, fast)
+bundle exec rake test
+bundle exec ruby -Ilib -Itest test/test_api_updates.rb
 bundle exec ruby -Ilib -Itest test/test_v2_api.rb
 bundle exec ruby -Ilib -Itest test/test_new_entities.rb
 

data/Rakefile

@@ -2,6 +2,12 @@
 
 require "bundler/gem_tasks"
 require "rubocop/rake_task"
+require "rake/testtask"
+
+Rake::TestTask.new(:test) do |task|
+  task.libs << "lib" << "test"
+  task.test_files = FileList["test/test_v2_api.rb", "test/test_new_entities.rb", "test/test_api_updates.rb"]
+end
 
 RuboCop::RakeTask.new
 

data/lib/moco/client.rb

@@ -6,8 +6,8 @@ module MOCO
   class Client
     attr_reader :connection
 
-    def initialize(subdomain:, api_key:, debug: false)
-      @connection = Connection.new(self, subdomain, api_key, debug: debug)
+    def initialize(subdomain:, api_key:, debug: false, auth_scheme: :token)
+      @connection = Connection.new(self, subdomain, api_key, debug: debug, auth_scheme: auth_scheme)
       @collections = {}
     end
 
@@ -42,6 +42,13 @@ module MOCO
       Profile.new(self, get("profile"))
     end
 
+    # Session helper for verifying the configured API key.
+    # Use MOCO::Session.create(subdomain:, email:, password:) to exchange
+    # credentials for an API key without a Client.
+    def session
+      @session ||= Session.new(self)
+    end
+
     # Reports namespace for read-only report endpoints
     def reports
       @reports ||= ReportsProxy.new(self)
@@ -95,6 +102,10 @@ module MOCO
       @client.get("report/finance", params)
     end
 
+    def planned_vs_tracked(from: nil, to: nil, **filters)
+      @client.get("report/planned_vs_tracked", { from:, to: }.merge(filters).compact)
+    end
+
     # Get utilization report
     # @param from [String] start date (YYYY-MM-DD) - required
     # @param to [String] end date (YYYY-MM-DD) - required

data/lib/moco/collection_proxy.rb

@@ -112,18 +112,18 @@ module MOCO
       klass = entity_class
       return nil unless klass && klass <= MOCO::BaseEntity
 
-      klass.new(client, client.post(@base_path, attributes))
+      build_entity(client.post(@base_path, attributes))
     end
 
     def update(id, attributes)
       klass = entity_class
       return nil unless klass && klass <= MOCO::BaseEntity
 
-      klass.new(client, client.put("#{@base_path}/#{id}", attributes))
+      build_entity(client.put("#{@base_path}/#{id}", attributes))
     end
 
-    def delete(id)
-      client.delete("#{@base_path}/#{id}")
+    def delete(id, params = {})
+      client.delete("#{@base_path}/#{id}", params)
     end
 
     # --- Internal Methods ---
@@ -178,6 +178,12 @@ module MOCO
 
     private
 
+    def build_entity(data)
+      entity = entity_class.new(client, data)
+      entity.collection = self
+      entity
+    end
+
     # Wraps the raw API response (Hash or Array of Hashes) into entity objects.
     def wrap_response(response_body)
       klass = entity_class
@@ -186,10 +192,10 @@ module MOCO
 
       if response_body.is_a?(Array)
         # Convert array of hashes to array of entity objects
-        response_body.map { |item_hash| klass.new(client, item_hash) if item_hash.is_a?(Hash) }.compact
+        response_body.map { |item_hash| build_entity(item_hash) if item_hash.is_a?(Hash) }.compact
       elsif response_body.is_a?(Hash)
         # Wrap single hash response in an array for consistency internally
-        [klass.new(client, response_body)]
+        [build_entity(response_body)]
       else
         # Handle unexpected response types (like the String error we saw)
         warn "Warning: Unexpected API response type received in wrap_response: #{response_body.class}. Expected Hash or Array."

data/lib/moco/connection.rb

@@ -9,7 +9,9 @@ module MOCO
   class Connection
     attr_reader :client, :subdomain, :api_key, :debug
 
-    def initialize(client, subdomain, api_key, debug: false)
+    def initialize(client, subdomain, api_key, debug: false, auth_scheme: :token)
+      raise ArgumentError, "auth_scheme must be :token or :bearer" unless %i[token bearer].include?(auth_scheme)
+
       @client = client
       @subdomain = subdomain
       @api_key = api_key
@@ -17,7 +19,11 @@ module MOCO
       @conn = Faraday.new do |f|
         f.request :json
         f.response :json
-        f.request :authorization, "Token", "token=#{@api_key}"
+        if auth_scheme == :bearer
+          f.request :authorization, "Bearer", @api_key
+        else
+          f.request :authorization, "Token", "token=#{@api_key}"
+        end
         f.url_prefix = "https://#{@subdomain}.mocoapp.com/api/v1"
       end
     end

data/lib/moco/entities/absence_request.rb

@@ -0,0 +1,10 @@
+# frozen_string_literal: true
+
+module MOCO
+  # Staff absence request for vacation, sickness, or other absences.
+  class AbsenceRequest < BaseEntity
+    def self.entity_path
+      "users/absence_requests"
+    end
+  end
+end

data/lib/moco/entities/approval.rb

@@ -0,0 +1,14 @@
+# frozen_string_literal: true
+
+module MOCO
+  # Approval request for an invoice or purchase.
+  class Approval < BaseEntity
+    def approve
+      self.class.new(client, client.post("approvals/#{id}/approve"))
+    end
+
+    def deny(note: nil)
+      self.class.new(client, client.post("approvals/#{id}/deny", { note: }.compact))
+    end
+  end
+end

data/lib/moco/entities/base_entity.rb

@@ -6,6 +6,7 @@ module MOCO
   # Base class for all MOCO API entities
   class BaseEntity
     attr_reader :client, :attributes
+    attr_writer :collection
 
     # Initializes an entity instance from raw API response data (Hash).
     # Recursively processes nested hashes and arrays, converting known
@@ -76,10 +77,11 @@ module MOCO
       # Check if the client responds to the collection method
       if client.respond_to?(collection_name)
         # Use the collection proxy to update the entity
-        updated_data = client.send(collection_name).update(id, attributes)
+        updated_data = (@collection || client.send(collection_name)).update(id, to_h)
 
         # Update local attributes with the response data
         @attributes = updated_data.attributes if updated_data
+        define_attribute_methods
       else
         warn "Warning: Client does not respond to collection '#{collection_name}' for saving entity."
       end
@@ -92,8 +94,9 @@ module MOCO
     def update(new_attributes)
       # Update attributes
       new_attributes.each do |key, value|
-        send("#{key}=", value) if respond_to?("#{key}=")
+        attributes[key.to_sym] = process_value(value, key.to_sym)
       end
+      define_attribute_methods
 
       # Save changes
       save
@@ -101,7 +104,7 @@ module MOCO
 
     # Deletes the entity from the API.
     # Returns true on success, false on failure.
-    def destroy
+    def destroy(**params)
       return false if id.nil? # Can't destroy without an ID
 
       # Determine the collection name from the class name
@@ -110,7 +113,8 @@ module MOCO
       # Check if the client responds to the collection method
       if client.respond_to?(collection_name)
         # Use the collection proxy to delete the entity
-        client.send(collection_name).delete(id)
+        collection = @collection || client.send(collection_name)
+        params.empty? ? collection.delete(id) : collection.delete(id, params.compact)
         true
       else
         warn "Warning: Client does not respond to collection '#{collection_name}' for destroying entity."
@@ -129,10 +133,11 @@ module MOCO
       # Check if the client responds to the collection method
       if client.respond_to?(collection_name)
         # Use the collection proxy to find the entity
-        reloaded = client.send(collection_name).find(id)
+        reloaded = (@collection || client.send(collection_name)).find(id)
 
         # Update attributes with the reloaded data
         @attributes = reloaded.attributes if reloaded
+        define_attribute_methods
       else
         warn "Warning: Client does not respond to collection '#{collection_name}' for reloading entity."
       end

data/lib/moco/entities/catalog_service.rb

@@ -47,8 +47,21 @@ module MOCO
       "account/catalog_services"
     end
 
+    def items
+      CatalogServiceItemsProxy.new(client, self, :items, "CatalogServiceItem")
+    end
+
     def to_s
       name.to_s
     end
   end
+
+  # Catalog items are listed inside the parent, not at a collection endpoint.
+  class CatalogServiceItemsProxy < NestedCollectionProxy
+    def load_records
+      @records = wrap_response(parent.attributes.fetch(:items, []).map { |item| item.is_a?(BaseEntity) ? item.to_h : item })
+      @loaded = true
+      @records
+    end
+  end
 end

data/lib/moco/entities/catalog_service_item.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+module MOCO
+  # Line item within an account catalog service.
+  class CatalogServiceItem < BaseEntity
+  end
+end

data/lib/moco/entities/company.rb

@@ -59,6 +59,16 @@ module MOCO
   #   )
   #
   class Company < BaseEntity
+    def archive
+      client.put("companies/#{id}/archive")
+      self
+    end
+
+    def unarchive
+      client.put("companies/#{id}/unarchive")
+      self
+    end
+
     # Associations
     def projects
       has_many(:projects)

data/lib/moco/entities/invoice.rb

@@ -9,7 +9,7 @@ module MOCO
   #   date              - String, "YYYY-MM-DD" invoice date
   #   due_date          - String, "YYYY-MM-DD" payment due date
   #   title             - String, invoice title (e.g., "Invoice")
-  #   tax               - Float, tax rate percentage (e.g., 19.0)
+  #   vat_code_id       - Integer, sales VAT code ID (tax percentage is deprecated)
   #   currency          - String, 3-letter code (e.g., "EUR")
   #   items             - Array of Hashes, invoice line items (see below)
   #
@@ -47,7 +47,7 @@ module MOCO
   #     date: "2024-01-15",
   #     due_date: "2024-02-15",
   #     title: "Invoice",
-  #     tax: 19.0,
+  #     vat_code_id: 123,
   #     currency: "EUR",
   #     items: [
   #       { type: "title", title: "Services January 2024" },
@@ -90,21 +90,10 @@ module MOCO
       self
     end
 
-    # Get attachments for this invoice
+    # Fetches attachments for this invoice as a NestedCollectionProxy.
+    # Supports .all, .find(id), .create(attachment: { filename:, base64: }), and .destroy.
     def attachments
-      client.get("invoices/#{id}/attachments")
-    end
-
-    # Add an attachment to the invoice
-    def add_attachment(file_data)
-      client.post("invoices/#{id}/attachments", file_data)
-      self
-    end
-
-    # Delete an attachment from the invoice
-    def delete_attachment(attachment_id)
-      client.delete("invoices/#{id}/attachments/#{attachment_id}")
-      self
+      MOCO::NestedCollectionProxy.new(client, self, :attachments, "InvoiceAttachment")
     end
 
     # Fetches payments for this invoice

data/lib/moco/entities/invoice_attachment.rb

@@ -0,0 +1,34 @@
+# frozen_string_literal: true
+
+module MOCO
+  # Represents an attachment on a MOCO invoice
+  #
+  # == Required attributes for create:
+  #   attachment - Hash with the following keys:
+  #     filename - String, file name including extension (e.g., "appendix.pdf")
+  #     base64   - String, base64-encoded file content
+  #
+  # == Read-only attributes:
+  #   id, title, created_at, updated_at
+  #
+  # == Usage:
+  #   invoice = moco.invoices.find(123)
+  #   invoice.attachments.all
+  #   invoice.attachments.create(
+  #     attachment: {
+  #       filename: "appendix.pdf",
+  #       base64: Base64.strict_encode64(File.read("appendix.pdf"))
+  #     }
+  #   )
+  #   invoice.attachments.find(42).destroy
+  #
+  # == Note:
+  #   The API only supports list (GET), create (POST), and delete (DELETE).
+  #   Update is not available - delete and re-upload to replace.
+  #
+  class InvoiceAttachment < BaseEntity
+    def to_s
+      title.to_s
+    end
+  end
+end

data/lib/moco/entities/letter_paper.rb

@@ -0,0 +1,23 @@
+# frozen_string_literal: true
+
+module MOCO
+  # Represents a MOCO letter paper (letterhead template used on invoices/offers PDFs)
+  # Read-only listing of letterheads configured in the MOCO account.
+  #
+  # == Read-only attributes:
+  #   id, name, active, template, file, created_at, updated_at
+  #
+  # == Usage:
+  #   moco.letter_papers.all
+  #
+  # == Note:
+  #   The API only exposes a list endpoint (GET /letter_papers).
+  #   Use a letter paper's `id` as `letter_paper_id` when fetching
+  #   invoice/offer PDFs (e.g. GET /invoices/{id}.pdf?letter_paper_id=...).
+  #
+  class LetterPaper < BaseEntity
+    def to_s
+      name.to_s
+    end
+  end
+end

data/lib/moco/entities/offer.rb

@@ -85,20 +85,26 @@ module MOCO
       reload
     end
 
-    # Get attachments for this offer
+    # Fetches attachments for this offer as a NestedCollectionProxy.
+    # Supports .all, .find(id), .create(attachment: { filename:, base64: }), and .destroy.
     def attachments
-      client.get("offers/#{id}/attachments")
+      MOCO::NestedCollectionProxy.new(client, self, :attachments, "OfferAttachment")
     end
 
-    # Add an attachment to the offer
-    def add_attachment(file_data)
-      client.post("offers/#{id}/attachments", file_data)
-      self
+    def confirmations
+      CollectionProxy.new(client, "offer_confirmations", "OfferConfirmation").where(offer_id: id)
+    end
+
+    def customer_approval
+      OfferApproval.new(client, client.get("offers/#{id}/customer_approval"))
+    end
+
+    def activate_customer_approval
+      OfferApproval.new(client, client.post("offers/#{id}/customer_approval/activate"))
     end
 
-    # Delete an attachment from the offer
-    def delete_attachment(attachment_id)
-      client.delete("offers/#{id}/attachments/#{attachment_id}")
+    def deactivate_customer_approval
+      client.post("offers/#{id}/customer_approval/deactivate")
       self
     end
 

data/lib/moco/entities/offer_approval.rb

@@ -23,7 +23,7 @@ module MOCO
   #   approval = moco.get("offers/123/customer_approval")
   #
   #   # Deactivate (revoke access)
-  #   moco.put("offers/123/customer_approval/deactivate")
+  #   moco.post("offers/123/customer_approval/deactivate")
   #
   # == Note:
   #   Check signed_at to determine if the customer has signed.

data/lib/moco/entities/offer_attachment.rb

@@ -0,0 +1,34 @@
+# frozen_string_literal: true
+
+module MOCO
+  # Represents an attachment on a MOCO offer
+  #
+  # == Required attributes for create:
+  #   attachment - Hash with the following keys:
+  #     filename - String, file name including extension (e.g., "appendix.pdf")
+  #     base64   - String, base64-encoded file content
+  #
+  # == Read-only attributes:
+  #   id, title, created_at, updated_at
+  #
+  # == Usage:
+  #   offer = moco.offers.find(123)
+  #   offer.attachments.all
+  #   offer.attachments.create(
+  #     attachment: {
+  #       filename: "appendix.pdf",
+  #       base64: Base64.strict_encode64(File.read("appendix.pdf"))
+  #     }
+  #   )
+  #   offer.attachments.find(42).destroy
+  #
+  # == Note:
+  #   The API only supports list (GET), create (POST), and delete (DELETE).
+  #   Update is not available - delete and re-upload to replace.
+  #
+  class OfferAttachment < BaseEntity
+    def to_s
+      title.to_s
+    end
+  end
+end

data/lib/moco/entities/offer_confirmation.rb

@@ -0,0 +1,18 @@
+# frozen_string_literal: true
+
+module MOCO
+  # Confirmation document for an accepted offer.
+  class OfferConfirmation < BaseEntity
+    def pdf(letter_paper_id: nil)
+      client.get("offer_confirmations/#{id}.pdf", { letter_paper_id: }.compact)
+    end
+
+    def offer
+      association(:offer)
+    end
+
+    def user
+      association(:user)
+    end
+  end
+end

data/lib/moco/entities/planned_purchase.rb

@@ -0,0 +1,18 @@
+# frozen_string_literal: true
+
+module MOCO
+  # Planned outgoing expense, optionally recurring.
+  class PlannedPurchase < BaseEntity
+    def company
+      association(:company)
+    end
+
+    def user
+      association(:user)
+    end
+
+    def purchase_budget
+      association(:purchase_budget)
+    end
+  end
+end

data/lib/moco/entities/project.rb

@@ -82,15 +82,24 @@ module MOCO
       MOCO::NestedCollectionProxy.new(client, self, :expenses, "Expense")
     end
 
-    # Fetches tasks associated with this project.
-    # Always returns a NestedCollectionProxy for consistent interface.
-    # Data is fetched lazily when accessed (e.g., .all, .first, .each).
-    # Note: Embedded tasks from projects.assigned are available via attributes[:tasks]
-    # but may have incomplete fields compared to the dedicated endpoint.
+    # Fetches tasks associated with this project via the API.
+    # Returns a NestedCollectionProxy for lazy loading and CRUD operations.
     def tasks
       MOCO::NestedCollectionProxy.new(client, self, :tasks, "Task")
     end
 
+    # Returns embedded tasks from the projects/assigned response, or nil.
+    # These have fewer fields than the full API response but avoid an
+    # extra API call, useful for limited-permission accounts.
+    def embedded_tasks
+      embedded = attributes[:tasks]
+      if embedded.is_a?(Array) && embedded.all? { |t| t.is_a?(MOCO::Task) }
+        embedded
+      else
+        []
+      end
+    end
+
     # Fetches contracts associated with this project.
     def contracts
       MOCO::NestedCollectionProxy.new(client, self, :contracts, "ProjectContract")

data/lib/moco/entities/purchase.rb

@@ -10,7 +10,7 @@ module MOCO
   #                    "bank_transfer", "direct_debit", "credit_card",
   #                    "paypal", "cash", "bank_transfer_swiss_qr_esr"
   #   items          - Array of item hashes (at least one required):
-  #                    { title: "Item", total: 100.0, tax: 7.7, tax_included: true }
+  #                    { title: "Item", total: 100.0, vat_code_id: 123, tax_included: true }
   #
   # == Optional attributes:
   #   title              - String, purchase title (auto-generated from items if omitted)
@@ -31,7 +31,7 @@ module MOCO
   # == Item attributes:
   #   title        - String, item description
   #   total        - Float, item total amount
-  #   tax          - Float, tax percentage (e.g., 7.7)
+  #   vat_code_id  - Integer, purchase VAT code ID (tax percentage is deprecated)
   #   tax_included - Boolean, whether total includes tax
   #   category_id  - Integer, purchase category ID
   #
@@ -47,7 +47,7 @@ module MOCO
   #     payment_method: "bank_transfer",
   #     company_id: 456,
   #     items: [
-  #       { title: "Office supplies", total: 119.0, tax: 19.0, tax_included: true }
+  #       { title: "Office supplies", total: 119.0, vat_code_id: 123, tax_included: true }
   #     ],
   #     tags: ["Office"]
   #   )

data/lib/moco/entities/purchase_budget.rb

@@ -2,7 +2,7 @@
 
 module MOCO
   # Represents a MOCO purchase budget (Ausgaben – Budgets)
-  # Read-only budget tracking for expense categories
+  # Budget tracking for expense categories
   #
   # == Read-only attributes:
   #   id, title, year, target, exhausted, remaining,
@@ -19,8 +19,7 @@ module MOCO
   #   end
   #
   # == Note:
-  #   Purchase budgets are configured in MOCO's admin interface.
-  #   This endpoint provides read-only access for tracking.
+  #   Purchase budgets support create, update, delete, and annual target amounts.
   #
   class PurchaseBudget < BaseEntity
     # Custom path since it's nested under purchases
@@ -28,6 +27,10 @@ module MOCO
       "purchases/budgets"
     end
 
+    def update_target(target_amount:, year: nil)
+      self.class.new(client, client.put("purchases/budgets/#{id}/target", { target_amount:, year: }.compact))
+    end
+
     def to_s
       "PurchaseBudget #{id}: #{title} (#{year})"
     end

data/lib/moco/entities/purchase_draft.rb

@@ -2,15 +2,18 @@
 
 module MOCO
   # Represents a MOCO purchase draft
-  # Auto-created draft purchases from document scanning
+  # Create drafts with a base64-encoded file; convert them in the MOCO interface.
   #
-  # == Read-only attributes:
+  # == Create attributes:
+  #   title - String, required
+  #   file  - Optional Hash, { filename: "invoice.pdf", base64: "..." }
+  #
+  # == Response attributes:
   #   id, title, date, company (Hash), file_url,
   #   items (Array), created_at, updated_at
   #
   # == Note:
-  #   Purchase drafts are created automatically when documents
-  #   are uploaded/scanned in MOCO's inbox.
+  #   Purchase drafts can be created through the API or MOCO's inbox.
   #   Convert to actual purchases via the MOCO interface.
   #
   class PurchaseDraft < BaseEntity
@@ -18,6 +21,10 @@ module MOCO
       "purchases/drafts"
     end
 
+    def pdf
+      client.get("purchases/drafts/#{id}.pdf")
+    end
+
     def to_s
       "Draft ##{id}"
     end

data/lib/moco/entities/recurring_expense.rb

@@ -43,6 +43,14 @@ module MOCO
   #   start_date and period cannot be modified after creation.
   #
   class RecurringExpense < BaseEntity
+    def recur(project_id: nil)
+      project_id ||= @collection.parent.id if @collection.is_a?(NestedCollectionProxy)
+      project_id ||= attributes[:project_id] || project&.id
+      raise ArgumentError, "project_id is required" unless project_id
+
+      client.post("projects/#{project_id}/recurring_expenses/#{id}/recur")
+    end
+
     # Associations
     def project
       association(:project)

data/lib/moco/entities/revenue_category.rb

@@ -0,0 +1,10 @@
+# frozen_string_literal: true
+
+module MOCO
+  # Revenue account category for tasks and additional services.
+  class RevenueCategory < BaseEntity
+    def to_s
+      name
+    end
+  end
+end

data/lib/moco/entities/session.rb

@@ -0,0 +1,58 @@
+# frozen_string_literal: true
+
+require "faraday"
+require "json"
+
+module MOCO
+  # Represents a MOCO API session for authentication.
+  #
+  # The `/session` endpoint exchanges email/password credentials for an
+  # API key, and can verify an existing key.
+  #
+  # == Creating an API key (POST /session):
+  #   result = MOCO::Session.create(
+  #     subdomain: "your-account",
+  #     email: "you@example.com",
+  #     password: "secret"
+  #   )
+  #   result["api_key"] # => "6f95f9a0..."
+  #   result["user_id"] # => 933590696
+  #
+  # == Verifying an existing key (GET /session):
+  #   identity = moco.session.verify
+  #   identity["id"]   # => 933590696
+  #   identity["uuid"] # => "7a60719d-..."
+  #
+  # == Note:
+  #   `create` does not require an existing Client - it uses a temporary
+  #   unauthenticated connection. `verify` uses the Client's configured
+  #   API key.
+  #
+  class Session
+    class << self
+      # Exchange email/password for an API key. Does not require a Client.
+      # Returns a Hash: { "api_key" => "...", "user_id" => ... }
+      def create(subdomain:, email:, password:)
+        conn = Faraday.new(url: "https://#{subdomain}.mocoapp.com/api/v1") do |f|
+          f.request :json
+          f.response :json
+        end
+        response = conn.post("session", { email:, password: })
+        raise MOCO::Error, "Authentication failed: #{response.status}" unless response.success?
+
+        response.body
+      end
+    end
+
+    attr_reader :client
+
+    def initialize(client)
+      @client = client
+    end
+
+    # Verify the configured API key. Returns the identity Hash or raises on 401.
+    def verify
+      client.get("session")
+    end
+  end
+end

data/lib/moco/entities/todo.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+module MOCO
+  # Read-only to-do entry.
+  class Todo < BaseEntity
+  end
+end

data/lib/moco/entities.rb

@@ -44,7 +44,7 @@ module MOCO
     end
   end
 
-  # https://hundertzehn.github.io/mocoapp-api-docs/sections/projects.html
+  # https://docs.mocoapp.com/api/docs/v1#tag/projects.html
   # @deprecated Use MOCO::Project from entities/project.rb instead
   class Project < BaseEntity
     attr_accessor :id, :active, :name, :customer, :tasks
@@ -54,7 +54,7 @@ module MOCO
     end
   end
 
-  # https://hundertzehn.github.io/mocoapp-api-docs/sections/project_tasks.html
+  # https://docs.mocoapp.com/api/docs/v1#tag/project_tasks.html
   # @deprecated Use MOCO::Task from entities/task.rb instead
   class Task < BaseEntity
     attr_accessor :id, :active, :name, :project_id, :billable
@@ -64,7 +64,7 @@ module MOCO
     end
   end
 
-  # https://hundertzehn.github.io/mocoapp-api-docs/sections/activities.html
+  # https://docs.mocoapp.com/api/docs/v1#tag/activities.html
   # @deprecated Use MOCO::Activity from entities/activity.rb instead
   class Activity < BaseEntity
     attr_accessor :id, :active, :date, :description, :project, :task, :seconds, :hours, :billable, :billed, :user,
@@ -79,13 +79,13 @@ module MOCO
     end
   end
 
-  # https://hundertzehn.github.io/mocoapp-api-docs/sections/companies.html
+  # https://docs.mocoapp.com/api/docs/v1#tag/companies.html
   # @deprecated Use MOCO::Company from entities/company.rb instead
   class Customer < BaseEntity
     attr_accessor :id, :name
   end
 
-  # https://hundertzehn.github.io/mocoapp-api-docs/sections/users.html
+  # https://docs.mocoapp.com/api/docs/v1#tag/users.html
   # @deprecated Use MOCO::User from entities/user.rb instead
   class User < BaseEntity
     attr_accessor :id, :firstname, :lastname

data/lib/moco/nested_collection_proxy.rb

@@ -17,7 +17,8 @@ module MOCO
       parent_type = ActiveSupport::Inflector.underscore(parent.class.name.split("::").last)
       # Use simple tableized name, not entity_path (which might include 'projects/' prefix)
       nested_path = ActiveSupport::Inflector.tableize(path_or_entity_name.to_s)
-      "#{parent_type.pluralize}/#{parent.id}/#{nested_path}"
+      parent_path = parent.class.respond_to?(:entity_path) ? parent.class.entity_path : parent_type.pluralize
+      "#{parent_path}/#{parent.id}/#{nested_path}"
     end
 
     # Create a new entity in this nested collection
@@ -25,7 +26,7 @@ module MOCO
       klass = entity_class
       return nil unless klass && klass <= MOCO::BaseEntity
 
-      klass.new(client, client.post(@base_path, attributes))
+      build_entity(client.post(@base_path, attributes))
     end
 
     # Delete all entities in this nested collection

data/lib/moco/sync.rb

@@ -364,7 +364,7 @@ module MOCO
     # rubocop:enable Metrics/AbcSize, Metrics/CyclomaticComplexity, Metrics/MethodLength
 
     def fetch_assigned_projects
-      # Use .projects.assigned for the source, standard .projects for the target
+      # Use .projects.assigned for both source and target to get embedded tasks
       source_filters = @filters.fetch(:source, {}).merge(active: "true")
       # Get the proxy, then fetch all results into the instance variable
       @source_projects = @source.projects.assigned.where(source_filters).all
@@ -372,19 +372,19 @@ module MOCO
       @source_projects.each do |project|
         debug_log "  Source Project: #{project.id} - #{project.name} (#{project.identifier})"
         debug_log "    Tasks:"
-        project.tasks.each do |task|
+        project.embedded_tasks.each do |task|
           debug_log "      Task: #{task.id} - #{task.name}"
         end
       end
 
       target_filters = @filters.fetch(:target, {}).merge(active: "true")
       # Get the proxy, then fetch all results into the instance variable
-      @target_projects = @target.projects.where(target_filters).all
+      @target_projects = @target.projects.assigned.where(target_filters).all
       debug_log "Found #{@target_projects.size} target projects:"
       @target_projects.each do |project|
         debug_log "  Target Project: #{project.id} - #{project.name} (#{project.identifier})"
         debug_log "    Tasks:"
-        project.tasks.each do |task|
+        project.embedded_tasks.each do |task|
           debug_log "      Task: #{task.id} - #{task.name}"
         end
       end
@@ -401,7 +401,7 @@ module MOCO
         @project_mapping[source_project.id] = target_project
         debug_log "Mapped source project #{source_project.id} (#{source_project.name}) to target project #{target_project.id} (#{target_project.name})"
 
-        target_project.tasks.each do |target_task|
+        target_project.embedded_tasks.each do |target_task|
           source_task = match_task(target_task, source_project)
           if source_task
             @task_mapping[source_task.id] = target_task
@@ -520,7 +520,7 @@ module MOCO
       return @default_task_cache[target_project.id] if @default_task_cache.key?(target_project.id)
 
       # Search for the default task in the target project
-      default_task = target_project.tasks.find { |task| task.name == @default_task_name }
+      default_task = target_project.embedded_tasks.find { |task| task.name == @default_task_name }
 
       # Cache the result (even if nil)
       @default_task_cache[target_project.id] = default_task
@@ -545,7 +545,7 @@ module MOCO
 
     def match_task(target_task, source_project)
       # Get tasks from the source project (embedded in projects.assigned response)
-      tasks = source_project.tasks
+      tasks = source_project.embedded_tasks
 
       # Only proceed if we have tasks to match against
       return nil if tasks.empty?

data/lib/moco/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module MOCO
-  VERSION = "1.2.0"
+  VERSION = "1.4.0"
 end

data/lib/moco.rb

@@ -41,9 +41,16 @@ require_relative "moco/entities/tagging"
 require_relative "moco/entities/deal_category"
 require_relative "moco/entities/project_group"
 require_relative "moco/entities/profile"
+require_relative "moco/entities/offer_confirmation"
+require_relative "moco/entities/revenue_category"
+require_relative "moco/entities/planned_purchase"
+require_relative "moco/entities/todo"
+require_relative "moco/entities/absence_request"
+require_relative "moco/entities/approval"
 
 # Account-level entities
 require_relative "moco/entities/catalog_service"
+require_relative "moco/entities/catalog_service_item"
 require_relative "moco/entities/custom_property"
 require_relative "moco/entities/expense_template"
 require_relative "moco/entities/fixed_cost"
@@ -63,7 +70,11 @@ require_relative "moco/entities/recurring_expense"
 require_relative "moco/entities/invoice_payment"
 require_relative "moco/entities/invoice_reminder"
 require_relative "moco/entities/invoice_bookkeeping_export"
+require_relative "moco/entities/invoice_attachment"
 require_relative "moco/entities/offer_approval"
+require_relative "moco/entities/offer_attachment"
+require_relative "moco/entities/letter_paper"
+require_relative "moco/entities/session"
 require_relative "moco/entities/purchase_category"
 require_relative "moco/entities/purchase_draft"
 require_relative "moco/entities/purchase_payment"

data/sync_activity.rb

@@ -94,7 +94,7 @@ syncer = MOCO::Sync.new(
 syncer.source_projects.each do |project|
   if syncer.project_mapping[project.id]
     puts "✅ Project #{project} --> #{syncer.project_mapping[project.id]}"
-    project.tasks.each do |task|
+    project.embedded_tasks.each do |task|
       if syncer.task_mapping[task.id]
         puts "  ✅ Task #{task} --> #{syncer.task_mapping[task.id]}"
       else

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: moco-ruby
 version: !ruby/object:Gem::Version
-  version: 1.2.0
+  version: 1.4.0
 platform: ruby
 authors:
 - Teal Bauer
@@ -78,9 +78,12 @@ files:
 - lib/moco/collection_proxy.rb
 - lib/moco/connection.rb
 - lib/moco/entities.rb
+- lib/moco/entities/absence_request.rb
 - lib/moco/entities/activity.rb
+- lib/moco/entities/approval.rb
 - lib/moco/entities/base_entity.rb
 - lib/moco/entities/catalog_service.rb
+- lib/moco/entities/catalog_service_item.rb
 - lib/moco/entities/comment.rb
 - lib/moco/entities/company.rb
 - lib/moco/entities/contact.rb
@@ -95,12 +98,17 @@ files:
 - lib/moco/entities/hourly_rate.rb
 - lib/moco/entities/internal_hourly_rate.rb
 - lib/moco/entities/invoice.rb
+- lib/moco/entities/invoice_attachment.rb
 - lib/moco/entities/invoice_bookkeeping_export.rb
 - lib/moco/entities/invoice_payment.rb
 - lib/moco/entities/invoice_reminder.rb
+- lib/moco/entities/letter_paper.rb
 - lib/moco/entities/offer.rb
 - lib/moco/entities/offer_approval.rb
+- lib/moco/entities/offer_attachment.rb
+- lib/moco/entities/offer_confirmation.rb
 - lib/moco/entities/payment_schedule.rb
+- lib/moco/entities/planned_purchase.rb
 - lib/moco/entities/planning_entry.rb
 - lib/moco/entities/presence.rb
 - lib/moco/entities/profile.rb
@@ -119,11 +127,14 @@ files:
 - lib/moco/entities/reports/cashflow.rb
 - lib/moco/entities/reports/finance.rb
 - lib/moco/entities/reports/utilization.rb
+- lib/moco/entities/revenue_category.rb
 - lib/moco/entities/schedule.rb
+- lib/moco/entities/session.rb
 - lib/moco/entities/tag.rb
 - lib/moco/entities/tagging.rb
 - lib/moco/entities/task.rb
 - lib/moco/entities/task_template.rb
+- lib/moco/entities/todo.rb
 - lib/moco/entities/unit.rb
 - lib/moco/entities/user.rb
 - lib/moco/entities/user_role.rb
@@ -161,7 +172,7 @@ required_rubygems_version: !ruby/object:Gem::Requirement
     - !ruby/object:Gem::Version
       version: '0'
 requirements: []
-rubygems_version: 4.0.3
+rubygems_version: 4.0.20
 specification_version: 4
 summary: A Ruby Gem to interact with the MOCO API.
 test_files: []