vertex_client 0.6.1

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Files changed (45) hide show
  1. checksums.yaml +7 -0
  2. data/.env +2 -0
  3. data/.gitignore +12 -0
  4. data/.travis.yml +24 -0
  5. data/Brewfile +2 -0
  6. data/CODE_OF_CONDUCT.md +74 -0
  7. data/Gemfile +6 -0
  8. data/LICENSE.txt +21 -0
  9. data/README.md +195 -0
  10. data/Rakefile +11 -0
  11. data/bin/bootstrap +23 -0
  12. data/bin/console +15 -0
  13. data/bin/setup +11 -0
  14. data/bin/test +12 -0
  15. data/bin/update +4 -0
  16. data/lib/generators/install/install_generator.rb +12 -0
  17. data/lib/generators/install/templates/initializer.rb.erb +27 -0
  18. data/lib/vertex_client.rb +89 -0
  19. data/lib/vertex_client/configuration.rb +35 -0
  20. data/lib/vertex_client/connection.rb +58 -0
  21. data/lib/vertex_client/payloads/base.rb +44 -0
  22. data/lib/vertex_client/payloads/distribute_tax.rb +20 -0
  23. data/lib/vertex_client/payloads/invoice.rb +29 -0
  24. data/lib/vertex_client/payloads/quotation.rb +69 -0
  25. data/lib/vertex_client/payloads/quotation_fallback.rb +14 -0
  26. data/lib/vertex_client/payloads/tax_area.rb +22 -0
  27. data/lib/vertex_client/railtie.rb +7 -0
  28. data/lib/vertex_client/rates.rb +55 -0
  29. data/lib/vertex_client/resources/base.rb +41 -0
  30. data/lib/vertex_client/resources/distribute_tax.rb +6 -0
  31. data/lib/vertex_client/resources/invoice.rb +12 -0
  32. data/lib/vertex_client/resources/quotation.rb +12 -0
  33. data/lib/vertex_client/resources/tax_area.rb +10 -0
  34. data/lib/vertex_client/responses/base.rb +17 -0
  35. data/lib/vertex_client/responses/distribute_tax.rb +17 -0
  36. data/lib/vertex_client/responses/invoice.rb +6 -0
  37. data/lib/vertex_client/responses/line_item.rb +15 -0
  38. data/lib/vertex_client/responses/quotation.rb +39 -0
  39. data/lib/vertex_client/responses/quotation_fallback.rb +42 -0
  40. data/lib/vertex_client/responses/tax_area.rb +9 -0
  41. data/lib/vertex_client/responses/tax_area_fallback.rb +9 -0
  42. data/lib/vertex_client/utils/adjustment_allocator.rb +61 -0
  43. data/lib/vertex_client/version.rb +3 -0
  44. data/vertex_client.gemspec +54 -0
  45. metadata +288 -0
checksums.yaml ADDED
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+ ---
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+ SHA256:
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+ metadata.gz: 11ed8d014744d39407ca7e188da269f509f4f24daa20860fe18811f589909f64
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+ data.tar.gz: 20daf898b1aadeb787068d7d313145df258720b8168dde5772f5c9be63b2f86b
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+ SHA512:
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+ metadata.gz: b6732453d5d31302dfad3e8a67c2911d55e28f44a8f5b675eccb8634576f2fa649dcf54fccf5c41113618e0e8832016d53cc9c03ee491a7c8d0cc639ed2f38bc
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+ data.tar.gz: 75eb538e6aa4d3587ce7d19976fd0fbc7d8f1652e46aff650fe529aec196a62ccf2296b575e0d927efc8af97a239cb63ac849aec1796504139405314b2f3d49f
data/.env ADDED
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+ VERTEX_TRUSTED_ID=secret
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+ VERTEX_SOAP_API=https://connect.vertexsmb.com/vertex-ws/services/
data/.gitignore ADDED
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+ /.bundle/
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+ /.yardoc
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+ /_yardoc/
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+ /coverage/
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+ /doc/
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+ /pkg/
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+ /spec/reports/
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+ /tmp/
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+ Gemfile.lock
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+ .env.*
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+ .ruby-version
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+ .byebug_history
data/.travis.yml ADDED
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+ ---
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+ sudo: false
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+ language: ruby
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+ cache: bundler
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+ rvm:
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+ - 2.1.10
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+ - 2.2.4
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+ - 2.4.1
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+ - 2.5.3
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+ if: branch = master OR type = pull_request
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+ env:
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+ global:
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+ - CC_TEST_REPORTER_ID=88a7fd75659a6698f28c8c4c6b60c20f902e26733691b2fe449a65474f22b618
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+ - CI=true
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+ before_install:
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+ - bin/setup
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+ before_script:
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+ - curl -L https://codeclimate.com/downloads/test-reporter/test-reporter-latest-linux-amd64 > ./cc-test-reporter
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+ - chmod +x ./cc-test-reporter
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+ - ./cc-test-reporter before-build
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+ script:
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+ - bin/test
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+ after_success:
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+ - ./cc-test-reporter after-build --exit-code $TRAVIS_TEST_RESULT
data/Brewfile ADDED
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+ # Add homebrew-based depencencies here
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+ tap 'github/bootstrap'
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+ # Contributor Covenant Code of Conduct
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+
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+ ## Our Pledge
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+
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+ In the interest of fostering an open and welcoming environment, we as
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+ contributors and maintainers pledge to making participation in our project and
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+ our community a harassment-free experience for everyone, regardless of age, body
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+ size, disability, ethnicity, gender identity and expression, level of experience,
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+ nationality, personal appearance, race, religion, or sexual identity and
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+ orientation.
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+
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+ ## Our Standards
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+
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+ Examples of behavior that contributes to creating a positive environment
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+ include:
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+
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+ * Using welcoming and inclusive language
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+ * Being respectful of differing viewpoints and experiences
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+ * Gracefully accepting constructive criticism
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+ * Focusing on what is best for the community
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+ * Showing empathy towards other community members
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+
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+ Examples of unacceptable behavior by participants include:
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+
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+ * The use of sexualized language or imagery and unwelcome sexual attention or
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+ advances
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+ * Trolling, insulting/derogatory comments, and personal or political attacks
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+ * Public or private harassment
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+ * Publishing others' private information, such as a physical or electronic
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+ address, without explicit permission
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+ * Other conduct which could reasonably be considered inappropriate in a
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+ professional setting
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+
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+ ## Our Responsibilities
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+
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+ Project maintainers are responsible for clarifying the standards of acceptable
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+ behavior and are expected to take appropriate and fair corrective action in
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+ response to any instances of unacceptable behavior.
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+
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+ Project maintainers have the right and responsibility to remove, edit, or
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+ reject comments, commits, code, wiki edits, issues, and other contributions
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+ that are not aligned to this Code of Conduct, or to ban temporarily or
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+ permanently any contributor for other behaviors that they deem inappropriate,
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+ threatening, offensive, or harmful.
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+
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+ ## Scope
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+
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+ This Code of Conduct applies both within project spaces and in public spaces
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+ when an individual is representing the project or its community. Examples of
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+ representing a project or community include using an official project e-mail
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+ address, posting via an official social media account, or acting as an appointed
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+ representative at an online or offline event. Representation of a project may be
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+ further defined and clarified by project maintainers.
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+
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+ ## Enforcement
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+
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+ Instances of abusive, harassing, or otherwise unacceptable behavior may be
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+ reported by contacting the project team at amaas@customink.com. All
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+ complaints will be reviewed and investigated and will result in a response that
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+ is deemed necessary and appropriate to the circumstances. The project team is
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+ obligated to maintain confidentiality with regard to the reporter of an incident.
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+ Further details of specific enforcement policies may be posted separately.
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+
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+ Project maintainers who do not follow or enforce the Code of Conduct in good
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+ faith may face temporary or permanent repercussions as determined by other
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+ members of the project's leadership.
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+
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+ ## Attribution
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+
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+ This Code of Conduct is adapted from the [Contributor Covenant][homepage], version 1.4,
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+ available at [http://contributor-covenant.org/version/1/4][version]
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+
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+ [homepage]: http://contributor-covenant.org
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+ [version]: http://contributor-covenant.org/version/1/4/
data/Gemfile ADDED
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+ source "https://rubygems.org"
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+
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+ git_source(:github) {|repo_name| "https://github.com/#{repo_name}" }
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+
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+ # Specify your gem's dependencies in vertex_client.gemspec
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+ gemspec
data/LICENSE.txt ADDED
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+ The MIT License (MIT)
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+
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+ Copyright (c) 2018 Custom Ink
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+
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+ Permission is hereby granted, free of charge, to any person obtaining a copy
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+ of this software and associated documentation files (the "Software"), to deal
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+ in the Software without restriction, including without limitation the rights
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+ to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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+ copies of the Software, and to permit persons to whom the Software is
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+ furnished to do so, subject to the following conditions:
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+
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+ The above copyright notice and this permission notice shall be included in
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+ all copies or substantial portions of the Software.
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+
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+ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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+ IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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+ FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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+ AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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+ LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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+ OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
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+ THE SOFTWARE.
data/README.md ADDED
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+ # VertexClient
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+
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+ [![Build Status](https://travis-ci.org/customink/vertex_client.svg?branch=master)](https://travis-ci.org/customink/vertex_client) [![Maintainability](https://api.codeclimate.com/v1/badges/5f18a48fa18ddfb942f4/maintainability)](https://codeclimate.com/github/customink/vertex_client/maintainability) [![Test Coverage](https://api.codeclimate.com/v1/badges/5f18a48fa18ddfb942f4/test_coverage)](https://codeclimate.com/github/customink/vertex_client/test_coverage)
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+
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+ The Vertex Client Ruby Gem provides an interface to integrate with _Vertex SMB_ which is also known as [Vertex Cloud Indirect Tax](https://www.vertexinc.com/solutions/products/vertex-cloud-indirect-tax).
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+
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+ ## Usage
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+
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+ ### Quotation
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+
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+ ```ruby
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+ response = VertexClient.quotation(
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+ # The top level transaction date for all line items.
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+ date: '2018-11-15',
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+ # The top level customer for all line items.
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+ customer: {
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+ code: "inky@customink.com",
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+ address_1: "11 Wall Street",
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+ address_2: "#300",
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+ city: "New York",
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+ state: "NY",
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+ postal_code: '10005',
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+ # Optional tax_exempt status for customer
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+ is_tax_exempt: true
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+
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+ # Optional tax_area_id for customer location
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+ tax_area_id: '330612010'
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+ },
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+ # The top level seller for all line items.
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+ seller: {
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+ company: "CustomInk"
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+ },
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+ line_items: [
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+ {
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+ # Internal product ID or code
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+ product_code: "4600",
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+ # Mapped product class, or "commodity code", in Vertex Cloud
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+ product_class: "123456"
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+ quantity: 7,
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+ # Total price of this line item
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+ price: "35.50",
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+ },
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+ {
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+ product_code: "5200",
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+ product_class: "123456"
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+ quantity: 4,
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+ price: "25.40",
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+ # Optional transaction date override for a line item.
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+ date: '2018-11-14',
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+ # Optional seller override for a line item.
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+ seller: {
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+ company: "CustomInkStores"
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+ },
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+ # Optional customer override for a line item.
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+ customer: {
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+ code: "prez@customink.com",
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+ address_1: "1600 Pennsylvania Ave NW",
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+ city: "Washington",
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+ state: "DC",
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+ postal_code: '20500'
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+ }
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+ }
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+ ]
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+ )
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+
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+ response.total_tax #=> Total tax amount
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+ response.total #=> Total price plus total tax
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+ response.subtotal #=> Total price before tax
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+ ```
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+
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+ ### Invoice
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+
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+ Invoice is the same payload as quotation, but with one added identifier.
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+
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+ ```ruby
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+ VertexClient.invoice(
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+ # Vertex's Document Number is a unique referencial identifier for this invoice.
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+ document_number: "unique-identifier-1a43b",
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+
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+ # ... All of the of the payload from quotation here ...
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+ )
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+
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+ ```
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+
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+ ### Distribute Tax
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+
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+ Distribute Tax is the same payload as Invoice, but you pass `total_tax` on each line item. The `product_code` and `quantity` are optional.
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+
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+ ```ruby
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+ VertexClient.distribute_tax(
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+
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+ # ...
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+
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+ line_items: [
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+ {
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+ price: "100.00",
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+ total_tax: "6.00",
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+ }
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+ ]
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+
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+ )
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+ ```
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+
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+ ### Tax Area
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+ Look up the internal Vertex location identifier for a given address. Including `tax_area_id` as part of the customer information in calls to `invoice` and `quotation` should improve performance, especially in situations where there are many destination addresses.
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+
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+ ```ruby
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+ response = VertexClient.tax_area(
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+ address_1: "11 Wall Street",
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+ address_2: "#300",
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+ city: "New York",
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+ state: "NY",
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+ postal_code: '10005'
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+ )
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+ response.tax_area_id # => '330612010'
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+ ```
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+
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+ ### Adjustment Allocator
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+
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+ Allocates a given monetary adjustment, such as a service charge or a discount, across a given array of weights, such as line items. The `adjustment` parameter must be passed in as a positive or negative numeric dollar amount, such as `-0.56`, `7.00` or `12.34`, and the `weights` parameter must be passed in as an array of non-negative numeric values, such as `[1.23, 4.56, 7.89]` or `[1, 2, 3, 4]`, which can represent prices or ratios.
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+
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+ ```ruby
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+ VertexClient::Utils::AdjustmentAllocator.new(1234.56, [310.00, 350.00, 200.00, 140.00]).allocate
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+ #=> [#<BigDecimal:7fa6bba053c0,'0.38271E3',18(36)>,
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+ #<BigDecimal:7fa6bba0fcd0,'0.4321E3',18(36)>,
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+ #<BigDecimal:7fa6bba0dfc0,'0.24691E3',18(36)>,
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+ #<BigDecimal:7fa6bba17b88,'0.17284E3',18(36)>]
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+ ```
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+
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+ ## Installation
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+
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+ Add this line to your application's Gemfile:
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+
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+ ```ruby
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+ gem 'vertex_client'
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+ ```
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+
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+ And then execute:
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+
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+ $ bundle
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+
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+ Or install it yourself as:
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+
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+ $ gem install vertex_client
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+
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+ ## Configuration
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+
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+ Configure the client's connection to Vertex using environment variables or an initializer.
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+
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+ ### Environment Variables
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+ The following environment variables are used to configure the client.
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+
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+ ```
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+ VERTEX_TRUSTED_ID=your-trusted-id
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+ VERTEX_SOAP_API=https://connect.vertexsmb.com/vertex-ws/services/
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+ ```
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+ ### Initializer
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+
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+ If you are using Rails, take advantage of the included generator:
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+
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+ $ bundle exec rails g vertex_client:install
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+
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+ Otherwise reference our [initializer template](https://github.com/customink/vertex_client/blob/master/lib/generators/install/templates/initializer.rb.erb)
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+
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+
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+ ## Development
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+
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+ This project follows Github's [Scripts to rule them all conventions][scripts-to-rule-them-all]. After cloning the app,
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+ run the following:
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+
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+ bin/bootstrap
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+ bin/setup
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+ bin/test
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+
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+ After pulling down changes, run the following:
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+
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+ bin/update
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+
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+ After checking out the repo, run `bin/setup` to install dependencies. Then, run `bin/test` to run the tests. You can also run `bin/console` for an interactive prompt that will allow you to experiment.
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+
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+ To install this gem onto your local machine, run `bundle exec rake install`. To release a new version, update the version number in `version.rb`, and then run `bundle exec rake release`, which will create a git tag for the version, push git commits and tags, and push the `.gem` file to [rubygems.org](https://rubygems.org).
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+
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+ ## Contributing
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+
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+ Bug reports and pull requests are welcome on GitHub at https://github.com/customink/vertex_client. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the [Contributor Covenant](http://contributor-covenant.org) code of conduct.
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+
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+ ## License
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+
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+ The gem is available as open source under the terms of the [MIT License](https://opensource.org/licenses/MIT).
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+
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+ ## Code of Conduct
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+
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+ Everyone interacting in the VertexClient project’s codebases, issue trackers, chat rooms and mailing lists is expected to follow the [code of conduct](https://github.com/customink/vertex_client/blob/master/CODE_OF_CONDUCT.md).
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+
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+ [scripts-to-rule-them-all]: https://github.com/github/scripts-to-rule-them-all
data/Rakefile ADDED
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+ require "bundler/gem_tasks"
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+ require "rake/testtask"
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+ require 'wwtd/tasks'
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+
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+ Rake::TestTask.new(:test) do |t|
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+ t.libs << "test"
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+ t.libs << "lib"
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+ t.test_files = FileList["test/**/*_test.rb"]
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+ end
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+
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+ task :default => :test
data/bin/bootstrap ADDED
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+ #!/bin/sh
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+
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+ # script/bootstrap: Resolve all dependencies that the application requires to
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+ # run.
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+
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+ set -e
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+
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+ cd "$(dirname "$0")/.."
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+
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+ if [ -f "Brewfile" ] && [ "$(uname -s)" = "Darwin" ]; then
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+ brew bundle check || {
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+ echo "==> Installing Homebrew dependencies..."
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+ brew bundle
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+ }
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+ fi
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+
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+ RUBIES=(2.1.10 2.2.4 2.4.1 2.5.3)
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+ for VERSION in "${RUBIES[@]}"
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+ do
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+ echo "Setting up ruby version $VERSION..."
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+ echo $VERSION > .ruby-version
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+ brew bootstrap-rbenv-ruby
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+ done
data/bin/console ADDED
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+ #!/usr/bin/env ruby
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+
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+ require "bundler/setup"
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+ require "dotenv/load"
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+ require "vertex_client"
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+
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+ # You can add fixtures and/or initialization code here to make experimenting
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+ # with your gem easier. You can also use a different console, if you like.
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+
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+ # (If you use this, don't forget to add pry to your Gemfile!)
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+ # require "pry"
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+ # Pry.start
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+
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+ require "irb"
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+ IRB.start(__FILE__)
data/bin/setup ADDED
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+ #!/usr/bin/env bash
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+ set -e
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+ cd "$(dirname "$0")/.."
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+
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+ if [[ -z "$CI" ]]; then
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+ # Bundle each ruby version
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+ rm -rf Gemfile.lock
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+ wwtd --only-bundle
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+ else
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+ bundle --quiet
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+ fi
data/bin/test ADDED
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+ #!/usr/bin/env ruby
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+
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+ # This script is a starting point to run the entire test suite.
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+ # Add necessary setup steps to this file.
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+
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+ # Uncomment when `rake db:setup` doesn't setup the test database in bin/setup
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+ # puts '==> Prepping test db'
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+ # system('RAILS_ENV=test bin/rails db:setup')
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+
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+ puts '== Running tests =='
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+ command = ENV['CI'] ? 'bundle exec rake' : 'wwtd'
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+ system("#{command}") || abort
data/bin/update ADDED
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+ #!/usr/bin/env bash
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+ set -e
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+ ./bin/bootstrap
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+ ./bin/setup