vertex_client 0.6.1
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- checksums.yaml +7 -0
- data/.env +2 -0
- data/.gitignore +12 -0
- data/.travis.yml +24 -0
- data/Brewfile +2 -0
- data/CODE_OF_CONDUCT.md +74 -0
- data/Gemfile +6 -0
- data/LICENSE.txt +21 -0
- data/README.md +195 -0
- data/Rakefile +11 -0
- data/bin/bootstrap +23 -0
- data/bin/console +15 -0
- data/bin/setup +11 -0
- data/bin/test +12 -0
- data/bin/update +4 -0
- data/lib/generators/install/install_generator.rb +12 -0
- data/lib/generators/install/templates/initializer.rb.erb +27 -0
- data/lib/vertex_client.rb +89 -0
- data/lib/vertex_client/configuration.rb +35 -0
- data/lib/vertex_client/connection.rb +58 -0
- data/lib/vertex_client/payloads/base.rb +44 -0
- data/lib/vertex_client/payloads/distribute_tax.rb +20 -0
- data/lib/vertex_client/payloads/invoice.rb +29 -0
- data/lib/vertex_client/payloads/quotation.rb +69 -0
- data/lib/vertex_client/payloads/quotation_fallback.rb +14 -0
- data/lib/vertex_client/payloads/tax_area.rb +22 -0
- data/lib/vertex_client/railtie.rb +7 -0
- data/lib/vertex_client/rates.rb +55 -0
- data/lib/vertex_client/resources/base.rb +41 -0
- data/lib/vertex_client/resources/distribute_tax.rb +6 -0
- data/lib/vertex_client/resources/invoice.rb +12 -0
- data/lib/vertex_client/resources/quotation.rb +12 -0
- data/lib/vertex_client/resources/tax_area.rb +10 -0
- data/lib/vertex_client/responses/base.rb +17 -0
- data/lib/vertex_client/responses/distribute_tax.rb +17 -0
- data/lib/vertex_client/responses/invoice.rb +6 -0
- data/lib/vertex_client/responses/line_item.rb +15 -0
- data/lib/vertex_client/responses/quotation.rb +39 -0
- data/lib/vertex_client/responses/quotation_fallback.rb +42 -0
- data/lib/vertex_client/responses/tax_area.rb +9 -0
- data/lib/vertex_client/responses/tax_area_fallback.rb +9 -0
- data/lib/vertex_client/utils/adjustment_allocator.rb +61 -0
- data/lib/vertex_client/version.rb +3 -0
- data/vertex_client.gemspec +54 -0
- metadata +288 -0
checksums.yaml
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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
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data/.env
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data/.gitignore
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data/.travis.yml
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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
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data/Brewfile
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data/CODE_OF_CONDUCT.md
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# Contributor Covenant Code of Conduct
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## Our Pledge
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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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## Our Standards
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Examples of behavior that contributes to creating a positive environment
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include:
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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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Examples of unacceptable behavior by participants include:
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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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## Our Responsibilities
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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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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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## Scope
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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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## Enforcement
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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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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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## Attribution
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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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[homepage]: http://contributor-covenant.org
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[version]: http://contributor-covenant.org/version/1/4/
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data/Gemfile
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data/LICENSE.txt
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The MIT License (MIT)
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Copyright (c) 2018 Custom Ink
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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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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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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.
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data/README.md
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# VertexClient
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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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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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## Usage
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### Quotation
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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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# 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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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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### Invoice
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Invoice is the same payload as quotation, but with one added identifier.
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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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# ... All of the of the payload from quotation here ...
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)
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```
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### Distribute Tax
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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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```ruby
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VertexClient.distribute_tax(
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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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### 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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```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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### Adjustment Allocator
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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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```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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## Installation
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Add this line to your application's Gemfile:
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```ruby
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gem 'vertex_client'
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```
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And then execute:
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$ bundle
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Or install it yourself as:
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$ gem install vertex_client
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## Configuration
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Configure the client's connection to Vertex using environment variables or an initializer.
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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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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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If you are using Rails, take advantage of the included generator:
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$ bundle exec rails g vertex_client:install
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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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## Development
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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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bin/bootstrap
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bin/setup
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bin/test
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After pulling down changes, run the following:
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bin/update
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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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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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## Contributing
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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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## License
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+
The gem is available as open source under the terms of the [MIT License](https://opensource.org/licenses/MIT).
|
190
|
+
|
191
|
+
## Code of Conduct
|
192
|
+
|
193
|
+
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).
|
194
|
+
|
195
|
+
[scripts-to-rule-them-all]: https://github.com/github/scripts-to-rule-them-all
|
data/Rakefile
ADDED
data/bin/bootstrap
ADDED
@@ -0,0 +1,23 @@
|
|
1
|
+
#!/bin/sh
|
2
|
+
|
3
|
+
# script/bootstrap: Resolve all dependencies that the application requires to
|
4
|
+
# run.
|
5
|
+
|
6
|
+
set -e
|
7
|
+
|
8
|
+
cd "$(dirname "$0")/.."
|
9
|
+
|
10
|
+
if [ -f "Brewfile" ] && [ "$(uname -s)" = "Darwin" ]; then
|
11
|
+
brew bundle check || {
|
12
|
+
echo "==> Installing Homebrew dependencies..."
|
13
|
+
brew bundle
|
14
|
+
}
|
15
|
+
fi
|
16
|
+
|
17
|
+
RUBIES=(2.1.10 2.2.4 2.4.1 2.5.3)
|
18
|
+
for VERSION in "${RUBIES[@]}"
|
19
|
+
do
|
20
|
+
echo "Setting up ruby version $VERSION..."
|
21
|
+
echo $VERSION > .ruby-version
|
22
|
+
brew bootstrap-rbenv-ruby
|
23
|
+
done
|
data/bin/console
ADDED
@@ -0,0 +1,15 @@
|
|
1
|
+
#!/usr/bin/env ruby
|
2
|
+
|
3
|
+
require "bundler/setup"
|
4
|
+
require "dotenv/load"
|
5
|
+
require "vertex_client"
|
6
|
+
|
7
|
+
# You can add fixtures and/or initialization code here to make experimenting
|
8
|
+
# with your gem easier. You can also use a different console, if you like.
|
9
|
+
|
10
|
+
# (If you use this, don't forget to add pry to your Gemfile!)
|
11
|
+
# require "pry"
|
12
|
+
# Pry.start
|
13
|
+
|
14
|
+
require "irb"
|
15
|
+
IRB.start(__FILE__)
|
data/bin/setup
ADDED
data/bin/test
ADDED
@@ -0,0 +1,12 @@
|
|
1
|
+
#!/usr/bin/env ruby
|
2
|
+
|
3
|
+
# This script is a starting point to run the entire test suite.
|
4
|
+
# Add necessary setup steps to this file.
|
5
|
+
|
6
|
+
# Uncomment when `rake db:setup` doesn't setup the test database in bin/setup
|
7
|
+
# puts '==> Prepping test db'
|
8
|
+
# system('RAILS_ENV=test bin/rails db:setup')
|
9
|
+
|
10
|
+
puts '== Running tests =='
|
11
|
+
command = ENV['CI'] ? 'bundle exec rake' : 'wwtd'
|
12
|
+
system("#{command}") || abort
|
data/bin/update
ADDED