xeroizer-float 2.15.3.1

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Files changed (337) hide show
  1. data/.bundle/config +2 -0
  2. data/.gitattributes +22 -0
  3. data/Gemfile +19 -0
  4. data/Gemfile.lock +57 -0
  5. data/LICENSE.txt +20 -0
  6. data/README.md +529 -0
  7. data/Rakefile +55 -0
  8. data/VERSION +1 -0
  9. data/lib/big_decimal_to_s.rb +9 -0
  10. data/lib/class_level_inheritable_attributes.rb +25 -0
  11. data/lib/xeroizer.rb +64 -0
  12. data/lib/xeroizer/application_http_proxy.rb +30 -0
  13. data/lib/xeroizer/ca-certificates.crt +2642 -0
  14. data/lib/xeroizer/configuration.rb +19 -0
  15. data/lib/xeroizer/exceptions.rb +129 -0
  16. data/lib/xeroizer/generic_application.rb +54 -0
  17. data/lib/xeroizer/http.rb +167 -0
  18. data/lib/xeroizer/http_encoding_helper.rb +49 -0
  19. data/lib/xeroizer/logging.rb +8 -0
  20. data/lib/xeroizer/models/account.rb +67 -0
  21. data/lib/xeroizer/models/address.rb +32 -0
  22. data/lib/xeroizer/models/bank_account.rb +12 -0
  23. data/lib/xeroizer/models/bank_transaction.rb +75 -0
  24. data/lib/xeroizer/models/branding_theme.rb +22 -0
  25. data/lib/xeroizer/models/contact.rb +49 -0
  26. data/lib/xeroizer/models/contact_group.rb +16 -0
  27. data/lib/xeroizer/models/credit_note.rb +130 -0
  28. data/lib/xeroizer/models/currency.rb +18 -0
  29. data/lib/xeroizer/models/employee.rb +28 -0
  30. data/lib/xeroizer/models/external_link.rb +16 -0
  31. data/lib/xeroizer/models/invoice.rb +192 -0
  32. data/lib/xeroizer/models/item.rb +27 -0
  33. data/lib/xeroizer/models/item_purchase_details.rb +19 -0
  34. data/lib/xeroizer/models/item_sales_details.rb +19 -0
  35. data/lib/xeroizer/models/journal.rb +25 -0
  36. data/lib/xeroizer/models/journal_line.rb +28 -0
  37. data/lib/xeroizer/models/journal_line_tracking_category.rb +20 -0
  38. data/lib/xeroizer/models/line_amount_type.rb +11 -0
  39. data/lib/xeroizer/models/line_item.rb +40 -0
  40. data/lib/xeroizer/models/line_item_sum.rb +21 -0
  41. data/lib/xeroizer/models/manual_journal.rb +42 -0
  42. data/lib/xeroizer/models/manual_journal_line.rb +27 -0
  43. data/lib/xeroizer/models/option.rb +18 -0
  44. data/lib/xeroizer/models/organisation.rb +34 -0
  45. data/lib/xeroizer/models/payment.rb +42 -0
  46. data/lib/xeroizer/models/phone.rb +25 -0
  47. data/lib/xeroizer/models/tax_rate.rb +25 -0
  48. data/lib/xeroizer/models/tracking_category.rb +23 -0
  49. data/lib/xeroizer/models/tracking_category_child.rb +20 -0
  50. data/lib/xeroizer/oauth.rb +130 -0
  51. data/lib/xeroizer/partner_application.rb +46 -0
  52. data/lib/xeroizer/private_application.rb +27 -0
  53. data/lib/xeroizer/public_application.rb +21 -0
  54. data/lib/xeroizer/record/application_helper.rb +32 -0
  55. data/lib/xeroizer/record/base.rb +155 -0
  56. data/lib/xeroizer/record/base_model.rb +144 -0
  57. data/lib/xeroizer/record/base_model_http_proxy.rb +117 -0
  58. data/lib/xeroizer/record/model_definition_helper.rb +99 -0
  59. data/lib/xeroizer/record/record_association_helper.rb +140 -0
  60. data/lib/xeroizer/record/validation_helper.rb +71 -0
  61. data/lib/xeroizer/record/validators/associated_validator.rb +33 -0
  62. data/lib/xeroizer/record/validators/block_validator.rb +22 -0
  63. data/lib/xeroizer/record/validators/inclusion_of_validator.rb +22 -0
  64. data/lib/xeroizer/record/validators/presence_of_validator.rb +19 -0
  65. data/lib/xeroizer/record/validators/validator.rb +33 -0
  66. data/lib/xeroizer/record/xml_helper.rb +133 -0
  67. data/lib/xeroizer/report/aged_receivables_by_contact.rb +43 -0
  68. data/lib/xeroizer/report/base.rb +43 -0
  69. data/lib/xeroizer/report/cell.rb +32 -0
  70. data/lib/xeroizer/report/cell_xml_helper.rb +74 -0
  71. data/lib/xeroizer/report/factory.rb +53 -0
  72. data/lib/xeroizer/report/row/header.rb +12 -0
  73. data/lib/xeroizer/report/row/row.rb +48 -0
  74. data/lib/xeroizer/report/row/section.rb +10 -0
  75. data/lib/xeroizer/report/row/summary.rb +9 -0
  76. data/lib/xeroizer/report/row/xml_helper.rb +77 -0
  77. data/lib/xeroizer/report/xml_helper.rb +58 -0
  78. data/lib/xeroizer/response.rb +55 -0
  79. data/test/acceptance/about_creating_bank_transactions_test.rb +162 -0
  80. data/test/acceptance/about_fetching_bank_transactions_test.rb +56 -0
  81. data/test/acceptance/acceptance_test.rb +53 -0
  82. data/test/acceptance/bank_transaction_reference_data.rb +31 -0
  83. data/test/stub_responses/accounts.xml +589 -0
  84. data/test/stub_responses/api_exception.xml +153 -0
  85. data/test/stub_responses/bogus_oauth_error +1 -0
  86. data/test/stub_responses/branding_themes.xml +20 -0
  87. data/test/stub_responses/contact.xml +40 -0
  88. data/test/stub_responses/contacts.xml +0 -0
  89. data/test/stub_responses/create_credit_note.xml +104 -0
  90. data/test/stub_responses/create_invoice.xml +64 -0
  91. data/test/stub_responses/credit_note.xml +75 -0
  92. data/test/stub_responses/credit_note_not_found_error.xml +1 -0
  93. data/test/stub_responses/credit_notes.xml +169 -0
  94. data/test/stub_responses/currencies.xml +12 -0
  95. data/test/stub_responses/employees.xml +29 -0
  96. data/test/stub_responses/invalid_api_key_error.xml +1 -0
  97. data/test/stub_responses/invalid_consumer_key +1 -0
  98. data/test/stub_responses/invalid_request_token +1 -0
  99. data/test/stub_responses/invoice.xml +84 -0
  100. data/test/stub_responses/invoice_not_found_error.xml +1 -0
  101. data/test/stub_responses/invoices.xml +1899 -0
  102. data/test/stub_responses/items.xml +112 -0
  103. data/test/stub_responses/manual_journal.xml +45 -0
  104. data/test/stub_responses/manual_journals.xml +40 -0
  105. data/test/stub_responses/organisation.xml +25 -0
  106. data/test/stub_responses/organisations.xml +25 -0
  107. data/test/stub_responses/payments.xml +1121 -0
  108. data/test/stub_responses/rate_limit_exceeded +1 -0
  109. data/test/stub_responses/records/contact-043892a1-aef1-4c18-88d8-b8ccb6d31466.xml +38 -0
  110. data/test/stub_responses/records/contact-09664078-efe2-4a88-89a5-67eac9b0047b.xml +40 -0
  111. data/test/stub_responses/records/contact-0a4cf37b-a1a8-4753-9ee2-f9207f63a8ff.xml +48 -0
  112. data/test/stub_responses/records/contact-0e74f929-11b9-4255-a035-1fdfe573e676.xml +40 -0
  113. data/test/stub_responses/records/contact-0f471ca5-15c9-405e-a1b9-7cc35194b673.xml +38 -0
  114. data/test/stub_responses/records/contact-13cd4c47-baa6-4f07-93f6-6442310df4bf.xml +47 -0
  115. data/test/stub_responses/records/contact-158a2667-82ee-43bf-8f33-a6cc9524092d.xml +38 -0
  116. data/test/stub_responses/records/contact-17465072-6fa3-40bf-bc42-97765d9e1bea.xml +38 -0
  117. data/test/stub_responses/records/contact-1975b0ed-b7ba-4c61-bae8-2aa6d78b0dee.xml +39 -0
  118. data/test/stub_responses/records/contact-1b2be6e9-8d58-4da9-aaf8-4fe5471b653c.xml +53 -0
  119. data/test/stub_responses/records/contact-1c40da58-fe1d-4e97-b729-b2abdae94d9e.xml +38 -0
  120. data/test/stub_responses/records/contact-258176a5-c622-4394-9c94-6f88c3ea12e5.xml +40 -0
  121. data/test/stub_responses/records/contact-299dd3a0-a417-4a37-8a04-2f55e91963e5.xml +40 -0
  122. data/test/stub_responses/records/contact-2be39278-5154-4ed1-8eb0-676f25acfc66.xml +40 -0
  123. data/test/stub_responses/records/contact-2e58cff6-488c-4a32-884b-baf848010229.xml +40 -0
  124. data/test/stub_responses/records/contact-2faccd41-935e-40aa-b74e-e2fc28ac34c3.xml +38 -0
  125. data/test/stub_responses/records/contact-31af01e7-2ca7-45b9-a500-b02db996568e.xml +38 -0
  126. data/test/stub_responses/records/contact-344f1113-a25b-4344-b82e-bedeacc17c8e.xml +40 -0
  127. data/test/stub_responses/records/contact-3e776c4b-ea9e-4bb1-96be-6b0c7a71a37f.xml +39 -0
  128. data/test/stub_responses/records/contact-3fc1fc6c-e5ff-4e40-b6f3-7eb535637d87.xml +38 -0
  129. data/test/stub_responses/records/contact-416ab20c-5357-4beb-a740-e8d175d71efb.xml +38 -0
  130. data/test/stub_responses/records/contact-41a42865-f15a-4fa1-b643-47877608f557.xml +54 -0
  131. data/test/stub_responses/records/contact-42771b60-19a7-4692-af81-dd9f9b9362d4.xml +43 -0
  132. data/test/stub_responses/records/contact-451ceb28-9610-44c9-8f35-3225482f2413.xml +40 -0
  133. data/test/stub_responses/records/contact-4ab343ad-1ebb-4afe-9d48-1814a93c2081.xml +38 -0
  134. data/test/stub_responses/records/contact-4bb77692-42d4-4565-85a0-8849eb85e039.xml +39 -0
  135. data/test/stub_responses/records/contact-4dec292f-3ab7-46a8-83e4-5fb5eac42c7f.xml +40 -0
  136. data/test/stub_responses/records/contact-4e2f192e-8397-4d4d-97ca-a4fc5ac531bf.xml +38 -0
  137. data/test/stub_responses/records/contact-5188c17c-7786-4436-ad6e-9da2997386d0.xml +40 -0
  138. data/test/stub_responses/records/contact-52442753-b1c4-40b7-9b79-c33997de5837.xml +40 -0
  139. data/test/stub_responses/records/contact-565acaa9-e7f3-4fbf-80c3-16b081ddae10.xml +38 -0
  140. data/test/stub_responses/records/contact-571a2414-81ff-4f8f-8498-d91d83793131.xml +44 -0
  141. data/test/stub_responses/records/contact-58697449-85ef-46ae-83fc-6a9446f037fb.xml +40 -0
  142. data/test/stub_responses/records/contact-58bf2ae3-5144-4628-8de2-e165ac2bcdc6.xml +40 -0
  143. data/test/stub_responses/records/contact-5d41dafd-eb7e-42c1-bd5a-ba3be1da0960.xml +38 -0
  144. data/test/stub_responses/records/contact-5f005a09-5ce4-4fb4-8096-e69c18be636e.xml +38 -0
  145. data/test/stub_responses/records/contact-60d578d9-3e10-4aef-b5dc-9d9fd60a3633.xml +47 -0
  146. data/test/stub_responses/records/contact-62392126-dba4-4a75-b907-5875ebf75259.xml +40 -0
  147. data/test/stub_responses/records/contact-642c7fb5-e8e5-48e1-a710-39a18c6c3217.xml +40 -0
  148. data/test/stub_responses/records/contact-64aebf9c-bb89-4b38-b99b-405bd1ece6fd.xml +40 -0
  149. data/test/stub_responses/records/contact-64eedbc9-1fa0-485a-837f-705f23188161.xml +38 -0
  150. data/test/stub_responses/records/contact-65e96c9f-1595-4653-9a8a-2a36d49223c2.xml +40 -0
  151. data/test/stub_responses/records/contact-67d26b93-ccb4-4890-9bf1-284b70ea755d.xml +38 -0
  152. data/test/stub_responses/records/contact-69d3e538-44b3-4e00-a5f6-7dddcb6e0656.xml +40 -0
  153. data/test/stub_responses/records/contact-6a8450bc-f81a-4bb0-a8f6-aa4afe9497c7.xml +40 -0
  154. data/test/stub_responses/records/contact-6c70e424-41d6-4b9b-af3e-b3a9f3589106.xml +40 -0
  155. data/test/stub_responses/records/contact-6de0b0cf-560c-4503-aab3-e1543c329deb.xml +54 -0
  156. data/test/stub_responses/records/contact-72dd6a02-396e-42a2-a4d6-cc3fa75dfece.xml +41 -0
  157. data/test/stub_responses/records/contact-755f1475-d255-43a8-bedc-5ea7fd26c71f.xml +51 -0
  158. data/test/stub_responses/records/contact-78a9d0a0-3d8c-4f84-af3e-f260bf4a9dc0.xml +38 -0
  159. data/test/stub_responses/records/contact-79aa39ca-22b0-42c2-9026-78757a29d665.xml +42 -0
  160. data/test/stub_responses/records/contact-804f4140-5978-48fe-ba20-b56e5b834b18.xml +40 -0
  161. data/test/stub_responses/records/contact-812d4f28-1681-4241-8e34-d15c5520ba35.xml +38 -0
  162. data/test/stub_responses/records/contact-860b99a9-0958-4c8d-a98f-bb1f092b16bb.xml +60 -0
  163. data/test/stub_responses/records/contact-87c8da45-97cc-46be-b170-398da0eacfb8.xml +40 -0
  164. data/test/stub_responses/records/contact-8a154a19-6c6c-404b-bbc9-6deae2d18251.xml +38 -0
  165. data/test/stub_responses/records/contact-8bb6931d-2865-44e9-9a23-ed1fb9c7a46c.xml +40 -0
  166. data/test/stub_responses/records/contact-936c9759-01da-4063-b472-424ab9f48212.xml +38 -0
  167. data/test/stub_responses/records/contact-9d12a994-9640-4b75-95cc-3de1e9d0ef09.xml +38 -0
  168. data/test/stub_responses/records/contact-9fe59245-1fbb-4157-93c3-dc97388f3746.xml +40 -0
  169. data/test/stub_responses/records/contact-a06a7225-6f8a-4522-8400-c534dd43a16e.xml +40 -0
  170. data/test/stub_responses/records/contact-a76a85fe-73a2-46fa-aba7-791f36103cdb.xml +40 -0
  171. data/test/stub_responses/records/contact-a93b5f40-0346-4d21-9181-431e129911c0.xml +40 -0
  172. data/test/stub_responses/records/contact-abf272dd-6b1d-4829-af88-c57bf55855e3.xml +38 -0
  173. data/test/stub_responses/records/contact-ad24c33b-256b-4157-ad56-cbcf0e8db7b1.xml +47 -0
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  183. data/test/stub_responses/records/contact-c135f994-01e4-427b-9e15-acfe8a477c16.xml +49 -0
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  213. data/test/stub_responses/records/credit_note-371cd138-1e5c-4ec1-a8c6-a1c10e8bdab1.xml +73 -0
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  307. data/test/stub_responses/refresh_responses.rb +29 -0
  308. data/test/stub_responses/reports/trial_balance.xml +1435 -0
  309. data/test/stub_responses/tax_rates.xml +118 -0
  310. data/test/stub_responses/token_expired +1 -0
  311. data/test/stub_responses/tracking_categories.xml +27 -0
  312. data/test/stub_responses/unknown_error.xml +1 -0
  313. data/test/test_helper.rb +67 -0
  314. data/test/unit/models/bank_transaction_model_parsing_test.rb +133 -0
  315. data/test/unit/models/bank_transaction_test.rb +47 -0
  316. data/test/unit/models/bank_transaction_validation_test.rb +87 -0
  317. data/test/unit/models/contact_test.rb +26 -0
  318. data/test/unit/models/credit_note_test.rb +37 -0
  319. data/test/unit/models/invoice_test.rb +113 -0
  320. data/test/unit/models/journal_line_test.rb +22 -0
  321. data/test/unit/models/line_item_sum_test.rb +24 -0
  322. data/test/unit/models/line_item_test.rb +70 -0
  323. data/test/unit/oauth_config_test.rb +20 -0
  324. data/test/unit/oauth_test.rb +97 -0
  325. data/test/unit/private_application_test.rb +20 -0
  326. data/test/unit/record/base_model_test.rb +50 -0
  327. data/test/unit/record/base_test.rb +94 -0
  328. data/test/unit/record/block_validator_test.rb +125 -0
  329. data/test/unit/record/model_definition_test.rb +159 -0
  330. data/test/unit/record/parse_where_hash_test.rb +63 -0
  331. data/test/unit/record/record_association_test.rb +93 -0
  332. data/test/unit/record/validators_test.rb +228 -0
  333. data/test/unit/record_definition_test.rb +27 -0
  334. data/test/unit/report_definition_test.rb +26 -0
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  336. data/xeroizer.gemspec +405 -0
  337. metadata +561 -0
data/.bundle/config ADDED
@@ -0,0 +1,2 @@
1
+ --- {}
2
+
data/.gitattributes ADDED
@@ -0,0 +1,22 @@
1
+ # Auto detect text files and perform LF normalization
2
+ * text=auto
3
+
4
+ # Custom for Visual Studio
5
+ *.cs diff=csharp
6
+ *.sln merge=union
7
+ *.csproj merge=union
8
+ *.vbproj merge=union
9
+ *.fsproj merge=union
10
+ *.dbproj merge=union
11
+
12
+ # Standard to msysgit
13
+ *.doc diff=astextplain
14
+ *.DOC diff=astextplain
15
+ *.docx diff=astextplain
16
+ *.DOCX diff=astextplain
17
+ *.dot diff=astextplain
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+ *.DOT diff=astextplain
19
+ *.pdf diff=astextplain
20
+ *.PDF diff=astextplain
21
+ *.rtf diff=astextplain
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+ *.RTF diff=astextplain
data/Gemfile ADDED
@@ -0,0 +1,19 @@
1
+ source "http://rubygems.org"
2
+
3
+ gem 'builder', '>= 2.1.2'
4
+ gem 'oauth', '0.4.5'
5
+ gem 'activesupport'
6
+ gem 'nokogiri'
7
+ gem 'i18n'
8
+
9
+ group :test do
10
+ gem 'test-unit'
11
+ gem 'mocha'
12
+ gem 'shoulda'
13
+ gem "jeweler"
14
+ gem "rest-client"
15
+ gem "turn"
16
+ gem "ansi"
17
+ gem "redcarpet"
18
+ gem 'yard'
19
+ end
data/Gemfile.lock ADDED
@@ -0,0 +1,57 @@
1
+ GEM
2
+ remote: http://rubygems.org/
3
+ specs:
4
+ activesupport (3.2.3)
5
+ i18n (~> 0.6)
6
+ multi_json (~> 1.0)
7
+ ansi (1.4.2)
8
+ builder (3.0.0)
9
+ git (1.2.5)
10
+ i18n (0.6.0)
11
+ jeweler (1.8.3)
12
+ bundler (~> 1.0)
13
+ git (>= 1.2.5)
14
+ rake
15
+ rdoc
16
+ json (1.6.6)
17
+ metaclass (0.0.1)
18
+ mime-types (1.18)
19
+ mocha (0.10.5)
20
+ metaclass (~> 0.0.1)
21
+ multi_json (1.2.0)
22
+ nokogiri (1.5.2)
23
+ oauth (0.4.5)
24
+ rake (0.9.2.2)
25
+ rdoc (3.12)
26
+ json (~> 1.4)
27
+ redcarpet (2.1.1)
28
+ rest-client (1.6.7)
29
+ mime-types (>= 1.16)
30
+ shoulda (3.0.1)
31
+ shoulda-context (~> 1.0.0)
32
+ shoulda-matchers (~> 1.0.0)
33
+ shoulda-context (1.0.0)
34
+ shoulda-matchers (1.0.0)
35
+ test-unit (2.4.8)
36
+ turn (0.9.4)
37
+ ansi
38
+ yard (0.7.5)
39
+
40
+ PLATFORMS
41
+ ruby
42
+
43
+ DEPENDENCIES
44
+ activesupport
45
+ ansi
46
+ builder (>= 2.1.2)
47
+ i18n
48
+ jeweler
49
+ mocha
50
+ nokogiri
51
+ oauth (= 0.4.5)
52
+ redcarpet
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+ rest-client
54
+ shoulda
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+ test-unit
56
+ turn
57
+ yard
data/LICENSE.txt ADDED
@@ -0,0 +1,20 @@
1
+ Copyright (c) 2011 Wayne Robinson
2
+
3
+ Permission is hereby granted, free of charge, to any person obtaining
4
+ a copy of this software and associated documentation files (the
5
+ "Software"), to deal in the Software without restriction, including
6
+ without limitation the rights to use, copy, modify, merge, publish,
7
+ distribute, sublicense, and/or sell copies of the Software, and to
8
+ permit persons to whom the Software is furnished to do so, subject to
9
+ the following conditions:
10
+
11
+ The above copyright notice and this permission notice shall be
12
+ included in all copies or substantial portions of the Software.
13
+
14
+ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
15
+ EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
16
+ MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
17
+ NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
18
+ LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
19
+ OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
20
+ WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
data/README.md ADDED
@@ -0,0 +1,529 @@
1
+ Xeroizer API Library ![Project status](http://stillmaintained.com/waynerobinson/xeroizer.png)
2
+ ====================
3
+
4
+ **Homepage**: [http://waynerobinson.github.com/xeroizer](http://waynerobinson.github.com/xeroizer)
5
+ **Git**: [git://github.com/waynerobinson/xeroizer.git](git://github.com/waynerobinson/xeroizer.git)
6
+ **Github**: [https://github.com/waynerobinson/xeroizer](https://github.com/waynerobinson/xeroizer)
7
+ **Author**: Wayne Robinson [http://www.wayne-robinson.com](http://www.wayne-robinson.com)
8
+ **Contributors**: See Contributors section below
9
+ **Copyright**: 2007-2010
10
+ **License**: MIT License
11
+
12
+ Introduction
13
+ ------------
14
+
15
+ This library is designed to help ruby/rails based applications communicate with the publicly available API for Xero.
16
+
17
+ If you are unfamiliar with the Xero API, you should first read the documentation located at http://developer.xero.com.
18
+
19
+ Installation
20
+ ------------
21
+
22
+ gem install xeroizer
23
+
24
+ Basic Usage
25
+ -----------
26
+
27
+ ```ruby
28
+ require 'rubygems'
29
+ require 'xeroizer'
30
+
31
+ # Create client (used to communicate with the API).
32
+ client = Xeroizer::PublicApplication.new(YOUR_OAUTH_CONSUMER_KEY, YOUR_OAUTH_CONSUMER_SECRET)
33
+
34
+ # Retrieve list of contacts (note: all communication must be made through the client).
35
+ contacts = client.Contact.all(:order => 'Name')
36
+ ```
37
+
38
+ Authentication
39
+ --------------
40
+
41
+ Xero uses OAuth to authenticate API clients. The OAuth gem (with minor modification) by John Nunemaker ([http://github.com/jnunemaker/twitter](http://github.com/jnunemaker/twitter)) is used in this library. If you've used this before, things will all seem very familar.
42
+
43
+ There are three methods of authentication detailed below:
44
+
45
+ ### All: Consumer Key/Secret
46
+
47
+ All methods of authentication require your OAuth consumer key and secret. This can be found for your application
48
+ in the API management console at [http://api.xero.com](http://api.xero.com).
49
+
50
+ ### Public Applications
51
+
52
+ Public applications use a 3-legged authorisation process. A user will need to authorise your
53
+ application against each organisation that you want access to. Your application can have access
54
+ to many organisations at once by going through the authorisation process for each organisation.
55
+
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+ The access token received will expire after 30 minutes. If you want access for longer you will need
57
+ the user to re-authorise your application.
58
+
59
+ Authentication occurs in 3 steps:
60
+
61
+ ```ruby
62
+ client = Xeroizer::PublicApplication.new(YOUR_OAUTH_CONSUMER_KEY, YOUR_OAUTH_CONSUMER_SECRET)
63
+
64
+ # 1. Get a RequestToken from Xero. :oauth_callback is the URL the user will be redirected to
65
+ # after they have authenticated your application.
66
+ #
67
+ # Note: The callback URL's domain must match that listed for your application in http://api.xero.com
68
+ # otherwise the user will not be redirected and only be shown the authentication code.
69
+ request_token = client.request_token(:oauth_callback => 'http://yourapp.com/oauth/callback')
70
+
71
+ # 2. Redirect the user to the URL specified by the RequestToken.
72
+ #
73
+ # Note: example uses redirect_to method defined in Rails controllers.
74
+ redirect_to request_token.authorize_url
75
+
76
+ # 3. Exchange RequestToken for AccessToken.
77
+ # This access token will be used for all subsequent requests but it is stored within the client
78
+ # application so you don't have to record it.
79
+ #
80
+ # Note: This example assumes the callback URL is a Rails action.
81
+ client.authorize_from_request(request_token.token, request_token.secret, :oauth_verifier => params[:oauth_verifier])
82
+ ```
83
+
84
+ You can now use the client to access the Xero API methods, e.g.
85
+
86
+ ```ruby
87
+ contacts = client.Contact.all
88
+ ```
89
+
90
+ #### Example Rails Controller
91
+
92
+ ```ruby
93
+ class XeroSessionController < ApplicationController
94
+
95
+ before_filter :get_xero_client
96
+
97
+ public
98
+
99
+ def new
100
+ request_token = @xero_client.request_token(:oauth_callback => 'http://yourapp.com/xero_session/create')
101
+ session[:request_token] = request_token.token
102
+ session[:request_secret] = request_token.secret
103
+
104
+ redirect_to request_token.authorize_url
105
+ end
106
+
107
+ def create
108
+ @xero_client.authorize_from_request(
109
+ session[:request_token],
110
+ session[:request_secret],
111
+ :oauth_verifier => params[:oauth_verifier] )
112
+
113
+ session[:xero_auth] = {
114
+ :access_token => @xero_client.access_token.token,
115
+ :access_key => @xero_client.access_token.key }
116
+
117
+ session.data.delete(:request_token)
118
+ session.data.delete(:request_secret)
119
+ end
120
+
121
+ def destroy
122
+ session.data.delete(:xero_auth)
123
+ end
124
+
125
+ private
126
+
127
+ def get_xero_client
128
+ @xero_client = Xeroizer::PublicApplication.new(YOUR_OAUTH_CONSUMER_KEY, YOUR_OAUTH_CONSUMER_SECRET)
129
+
130
+ # Add AccessToken if authorised previously.
131
+ if session[:xero_auth]
132
+ @xero_client.authorize_from_access(
133
+ session[:xero_auth][:access_token],
134
+ session[:xero_auth][:access_key] )
135
+ end
136
+ end
137
+ end
138
+ ```
139
+
140
+ #### Storing AccessToken
141
+
142
+ You can store the access token/secret pair so you can access the API again without user intervention. Currently these
143
+ tokens are only valid for 30 minutes and will raise a `Xeroizer::OAuth::TokenExpired` exception if you try to access
144
+ the API beyond the token's expiry time.
145
+
146
+ If you want API access for longer consider creating a PartnerApplication which will allow you to renew tokens.
147
+
148
+ ```ruby
149
+ access_key = client.access_token.token
150
+ access_secret = client.access_token.secret
151
+ ```
152
+
153
+ ### Private Applications
154
+
155
+ Private applications use a 2-legged authorisation process. When you register your application, you will select
156
+ the organisation that is authorised to your application. This cannot be changed afterwards, although you can
157
+ register another private application if you have multiple organisations.
158
+
159
+ Note: You can only register organisations you are authorised to yourself.
160
+
161
+ Private applications require a private RSA keypair which is used to sign each request to the API. You can
162
+ generate this keypair on Mac OSX or Linux with OpenSSL. For example:
163
+
164
+ openssl genrsa -out privatekey.pem 1024
165
+ openssl req -newkey rsa:1024 -x509 -key privatekey.pem -out publickey.cer -days 365
166
+ openssl pkcs12 -export -out public_privatekey.pfx -inkey privatekey.pem -in publickey.cer
167
+
168
+ You need to upload this `public_privatekey.pfx` file to your private application in [http://api.xero.com](http://api.xero.com).
169
+
170
+ Example usage:
171
+
172
+ ```ruby
173
+ client = Xeroizer::PrivateApplication.new(YOUR_OAUTH_CONSUMER_KEY, YOUR_OAUTH_CONSUMER_SECRET, "/path/to/privatekey.pem")
174
+ contacts = client.Contact.all
175
+ ```
176
+
177
+ ### Partner Applications
178
+
179
+ Partner applications use a combination of 3-legged authorisation, private key message signing and client-side SSL
180
+ certificate signing.
181
+
182
+ Partner applications are only in beta testing via the Xero API and you will need to contact Xero (network@xero.com) to
183
+ get permission to create a partner application and for them to send you information on obtaining your client-side SSL
184
+ certificate.
185
+
186
+ Ruby's OpenSSL library rqeuires the certificate and private key to be extracted from the `entrust-client.p12` file
187
+ downloaded via Xero's instructions. To extract:
188
+
189
+ openssl pkcs12 -in entrust-client.p12 -clcerts -nokeys -out entrust-cert.pem
190
+ openssl pkcs12 -in entrust-client.p12 -nocerts -out entrust-private.pem
191
+ openssl rsa -in entrust-private.pem -out entrust-private-nopass.pem
192
+
193
+ # This last step removes the password that you added to the private key
194
+ # when it was exported.
195
+
196
+ After you have followed the instructions provided by Xero for partner applications and uploaded your certificate you can
197
+ access the partner application in a similar way to public applications.
198
+
199
+ Authentication occcurs in 3 steps:
200
+
201
+ ```ruby
202
+ client = Xeroizer::PartnerApplication.new(
203
+ YOUR_OAUTH_CONSUMER_KEY,
204
+ YOUR_OAUTH_CONSUMER_SECRET,
205
+ "/path/to/privatekey.pem",
206
+ "/path/to/entrust-cert.pem",
207
+ "/path/to/entrust-private-nopass.pem"
208
+ )
209
+
210
+ # 1. Get a RequestToken from Xero. :oauth_callback is the URL the user will be redirected to
211
+ # after they have authenticated your application.
212
+ #
213
+ # Note: The callback URL's domain must match that listed for your application in http://api.xero.com
214
+ # otherwise the user will not be redirected and only be shown the authentication code.
215
+ request_token = client.request_token(:oauth_callback => 'http://yourapp.com/oauth/callback')
216
+
217
+ # 2. Redirect the user to the URL specified by the RequestToken.
218
+ #
219
+ # Note: example uses redirect_to method defined in Rails controllers.
220
+ redirect_to request_token.authorize_url
221
+
222
+ # 3. Exchange RequestToken for AccessToken.
223
+ # This access token will be used for all subsequent requests but it is stored within the client
224
+ # application so you don't have to record it.
225
+ #
226
+ # Note: This example assumes the callback URL is a Rails action.
227
+ client.authorize_from_request(request_token.token, request_token.secret, :oauth_verifier => params[:oauth_verifier])
228
+ ```
229
+
230
+ This AccessToken will last for 30 minutes however, when using the partner application API you can
231
+ renew this token. To be able to renew this token, you need to save the following data from this organisation's
232
+ AccessToken:
233
+
234
+ ```ruby
235
+ session_handle = client.session_handle
236
+ access_key = client.access_token.token
237
+ access_secret = client.access_token.secret
238
+ ```
239
+
240
+ Two other interesting attributes of the PartnerApplication client are:
241
+
242
+ > **`#expires_at`**: Time this AccessToken will expire (usually 30 minutes into the future).
243
+ > **`#authorization_expires_at`**: How long this organisation has authorised you to access their data (usually 365 days into the future).
244
+
245
+ #### AccessToken Renewal
246
+
247
+ Renewal of an access token requires knowledge of the previous access token generated for this organisation. To renew:
248
+
249
+ ```ruby
250
+ # If you still have a client instance.
251
+ client.renew_access_token
252
+
253
+ # If you are renewing from stored token/session details.
254
+ client.renew_access_token(access_token, access_secret, session_handle)
255
+ ```
256
+
257
+ This will invalidate the previous token and refresh the `access_key` and `access_secret` as specified in the
258
+ initial authorisation process. You must always know the previous token's details to renew access to this
259
+ session.
260
+
261
+ If you lose these details at any stage you can always reauthorise by redirecting the user back to the Xero OAuth gateway.
262
+
263
+ Retrieving Data
264
+ ---------------
265
+
266
+ Each of the below record types is implemented within this library. To allow for multiple access tokens to be used at the same
267
+ time in a single application, the model classes are accessed from the instance of PublicApplication, PrivateApplication
268
+ or PartnerApplication. All class-level operations occur on this singleton. For example:
269
+
270
+ ```ruby
271
+ xero = Xeroizer::PublicApplication.new(YOUR_OAUTH_CONSUMER_KEY, YOUR_OAUTH_CONSUMER_SECRET)
272
+ xero.authorize_from_access(session[:xero_auth][:access_token], session[:xero_auth][:access_key])
273
+
274
+ contacts = xero.Contact.all(:order => 'Name')
275
+
276
+ new_contact = xero.Contact.build(:name => 'ABC Development')
277
+ saved = new_contact.save
278
+ ```
279
+
280
+ ### \#all([options])
281
+
282
+ Retrieves list of all records with matching options.
283
+
284
+ **Note:** Some records (Invoice, CreditNote) only return summary information for the contact and no line items
285
+ when returning them this list operation. This library takes care of automatically retrieving the
286
+ contact and line items from Xero on first access however, this first access has a large performance penalty
287
+ and will count as an extra query towards your 1,000/day and 60/minute request per organisation limit.
288
+
289
+ Valid options are:
290
+
291
+ > **:modified\_since**
292
+
293
+ > Records modified after this `Time` (must be specified in UTC).
294
+
295
+ > **:order**
296
+
297
+ > Field to order by. Should be formatted as Xero-based field (e.g. 'Name', 'ContactID', etc)
298
+
299
+ > **:where**
300
+
301
+ > __See *Where Filters* section below.__
302
+
303
+ ### \#first([options])
304
+
305
+ This is a shortcut method for `all` and actually runs all however, this method only returns the
306
+ first entry returned by all and never an array.
307
+
308
+ ### \#find(id)
309
+
310
+ Looks up a single record matching `id`. This ID can either be the internal GUID Xero uses for the record
311
+ or, in the case of Invoice, CreditNote and Contact records, your own custom reference number used when
312
+ creating these records.
313
+
314
+ ### Where filters
315
+
316
+ #### Hash
317
+
318
+ You can specify find filters by providing the :where option with a hash. For example:
319
+
320
+ ```ruby
321
+ invoices = Xero.Invoice.all(:where => {:type => 'ACCREC', :amount_due_is_not => 0})
322
+ ```
323
+
324
+ will automatically create the Xero string:
325
+
326
+ Type=="ACCREC"&&AmountDue<>0
327
+
328
+ The default method for filtering is the equality '==' operator however, these can be overridden
329
+ by modifying the postfix of the attribute name (as you can see for the :amount\_due field above).
330
+
331
+ \{attribute_name}_is_not will use '<>'
332
+ \{attribute_name}_is_greater_than will use '>'
333
+ \{attribute_name}_is_greater_than_or_equal_to will use '>='
334
+ \{attribute_name}_is_less_than will use '<'
335
+ \{attribute_name}_is_less_than_or_equal_to will use '<='
336
+
337
+ The default is '=='
338
+
339
+ **Note:** Currently, the hash-conversion library only allows for AND-based criteria and doesn't
340
+ take into account associations. For these, please use the custom filter method below.
341
+
342
+ #### Custom Xero-formatted string
343
+
344
+ Xero allows advanced custom filters to be added to a request. The where parameter can reference any XML element
345
+ in the resulting response, including all nested XML elements.
346
+
347
+ **Example 1: Retrieve all invoices for a specific contact ID:**
348
+
349
+ invoices = xero.Invoice.all(:where => 'Contact.ContactID.ToString()=="cd09aa49-134d-40fb-a52b-b63c6a91d712"')
350
+
351
+ **Example 2: Retrieve all unpaid ACCREC Invoices against a particular Contact Name:**
352
+
353
+ invoices = xero.Invoice.all(:where => 'Contact.Name=="Basket Case" && Type=="ACCREC" && AmountDue<>0')
354
+
355
+ **Example 3: Retrieve all Invoices PAID between certain dates**
356
+
357
+ invoices = xero.Invoice.all(:where => 'FullyPaidOnDate>=DateTime.Parse("2010-01-01T00:00:00")&&FullyPaidOnDate<=DateTime.Parse("2010-01-08T00:00:00")')
358
+
359
+ **Example 4: Retrieve all Bank Accounts:**
360
+
361
+ accounts = xero.Account.all(:where => 'Type=="BANK"')
362
+
363
+ **Example 5: Retrieve all DELETED or VOIDED Invoices:**
364
+
365
+ invoices = xero.Invoice.all(:where => 'Status=="VOIDED" OR Status=="DELETED"')
366
+
367
+ **Example 6: Retrieve all contacts with specific text in the contact name:**
368
+
369
+ contacts = xero.Contact.all(:where => 'Name.Contains("Peter")')
370
+ contacts = xero.Contact.all(:where => 'Name.StartsWith("Pet")')
371
+ contacts = xero.Contact.all(:where => 'Name.EndsWith("er")')
372
+
373
+ Associations
374
+ ------------
375
+
376
+ Records may be associated with each other via two different methods, `has_many` and `belongs_to`.
377
+
378
+ **has\_many example:**
379
+
380
+ ```ruby
381
+ invoice = xero.Invoice.find('cd09aa49-134d-40fb-a52b-b63c6a91d712')
382
+ invoice.line_items.each do | line_item |
383
+ puts "Line Description: #{line_item.description}"
384
+ end
385
+ ```
386
+
387
+ **belongs\_to example:**
388
+
389
+ ```ruby
390
+ invoice = xero.Invoice.find('cd09aa49-134d-40fb-a52b-b63c6a91d712')
391
+ puts "Invoice Contact Name: #{invoice.contact.name}"
392
+ ```
393
+
394
+ Creating/Updating Data
395
+ ----------------------
396
+
397
+ ### Creating
398
+
399
+ New records can be created like:
400
+
401
+ ```ruby
402
+ contact = xero.Contact.build(:name => 'Contact Name')
403
+ contact.first_name = 'Joe'
404
+ contact.last_name = 'Bloggs'
405
+ contact.add_address(:type => 'STREET', :line1 => '12 Testing Lane', :city => 'Brisbane')
406
+ contact.add_phone(:type => 'DEFAULT', :area_code => '07', :number => '3033 1234')
407
+ contact.add_phone(:type => 'MOBILE', :number => '0412 123 456')
408
+ contact.save
409
+ ```
410
+
411
+ To add to a `has_many` association use the `add_{association}` method. For example:
412
+
413
+ ```ruby
414
+ contact.add_address(:type => 'STREET', :line1 => '12 Testing Lane', :city => 'Brisbane')
415
+ ```
416
+
417
+ To add to a `belongs_to` association use the `build_{association}` method. For example:
418
+
419
+ ```ruby
420
+ invoice.build_contact(:name => 'ABC Company')
421
+ ```
422
+
423
+ ### Updating
424
+
425
+ If the primary GUID for the record is present, the library will attempt to update the record instead of
426
+ creating it. It is important that this record is downloaded from the Xero API first before attempting
427
+ an update. For example:
428
+
429
+ ```ruby
430
+ contact = xero.Contact.find("cd09aa49-134d-40fb-a52b-b63c6a91d712")
431
+ contact.name = "Another Name Change"
432
+ contact.save
433
+ ```
434
+
435
+ Have a look at the models in `lib/xeroizer/models/` to see the valid attributes, associations and
436
+ minimum validation requirements for each of the record types.
437
+
438
+ ### Errors
439
+
440
+ If a record doesn't match it's internal validation requirements the `#save` method will return
441
+ `false` and the `#errors` attribute will be populated with what went wrong.
442
+
443
+ For example:
444
+
445
+ ```ruby
446
+ contact = xero.Contact.build
447
+ saved = contact.save
448
+
449
+ # contact.errors will contain [[:name, "can't be blank"]]
450
+ ```
451
+
452
+ \#errors\_for(:attribute\_name) is a helper method to return just the errors associated with
453
+ that attribute. For example:
454
+
455
+ ```ruby
456
+ contact.errors_for(:name) # will contain ["can't be blank"]
457
+ ```
458
+
459
+ If something goes really wrong and the particular validation isn't handled by the internal
460
+ validators then the library may raise a `Xeroizer::ApiException`.
461
+
462
+ Reports
463
+ -------
464
+
465
+ All Xero reports except GST report can be accessed through Xeroizer.
466
+
467
+ Currently, only generic report access functionality exists. This will be extended
468
+ to provide a more report-specific version of the data in the future (public submissions
469
+ are welcome).
470
+
471
+ Reports are accessed like the following example:
472
+
473
+ ```ruby
474
+ trial_balance = xero.TrialBalance.get(:date => '2011-03-21')
475
+
476
+ # Array containing report headings.
477
+ trial_balance.header.cells.map { | cell | cell.value }
478
+
479
+ # Report rows by section
480
+ trial_balance.sections.each do | section |
481
+ puts "Section Title: #{section.title}"
482
+ section.rows.each do | row |
483
+ puts "\t#{row.cells.map { | cell | cell.value }.join("\t")}"
484
+ end
485
+ end
486
+
487
+ # Summary row (if only one on the report)
488
+ trial_balance.summary.cells.map { | cell | cell.value }
489
+
490
+ # All report rows (including HeaderRow, SectionRow, Row and SummaryRow)
491
+ trial_balance.rows.each do | row |
492
+ case row
493
+ when Xeroizer::Report::HeaderRow
494
+ # do something with header
495
+
496
+ when Xeroizer::Report::SectionRow
497
+ # do something with section, will need to step into the rows for this section
498
+
499
+ when Xeroizer::Report::Row
500
+ # do something for standard report rows
501
+
502
+ when Xeroizer::Report::SummaryRow
503
+ # do something for summary rows
504
+
505
+ end
506
+ end
507
+ ```
508
+
509
+ Xero API Rate Limits
510
+ --------------------
511
+
512
+ The Xero API imposes the following limits on calls per organisation:
513
+
514
+ * A limit of 60 API calls in any 60 second period
515
+ * A limit of 1000 API calls in any 24 hour period
516
+
517
+ By default, the library will raise a `Xeroizer::OAuth::RateLimitExceeded`
518
+ exception when one of these limits is exceeded.
519
+
520
+ If required, the library can handle these exceptions internally by sleeping
521
+ for a configurable number of seconds and then repeating the last request.
522
+ You can set this option when initializing an application:
523
+
524
+ ```ruby
525
+ # Sleep for 2 seconds every time the rate limit is exceeded.
526
+ client = Xeroizer::PublicApplication.new(YOUR_OAUTH_CONSUMER_KEY,
527
+ YOUR_OAUTH_CONSUMER_SECRET,
528
+ :rate_limit_sleep => 2)
529
+ ```