Class: XeroGateway::Invoice

Inherits:
Object
  • Object
show all
Includes:
Dates, LineItemCalculations, Money
Defined in:
lib/xero_gateway/invoice.rb

Constant Summary collapse

INVOICE_TYPE = 
{
  'ACCREC' =>           'Accounts Receivable',
  'ACCPAY' =>           'Accounts Payable'
}
LINE_AMOUNT_TYPES = 
{
  "Inclusive" =>        'Invoice lines are inclusive tax',
  "Exclusive" =>        'Invoice lines are exclusive of tax (default)',
  "NoTax"     =>        'Invoices lines have no tax'
}
INVOICE_STATUS = 
{
  'AUTHORISED' =>       'Approved invoices awaiting payment',
  'DELETED' =>          'Draft invoices that are deleted',
  'DRAFT' =>            'Invoices saved as draft or entered via API',
  'PAID' =>             'Invoices approved and fully paid',
  'SUBMITTED' =>        'Invoices entered by an employee awaiting approval',
  'VOID' =>             'Approved invoices that are voided'
}
GUID_REGEX = 
/^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/

Instance Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Methods included from LineItemCalculations

#add_line_item, #sub_total, #sub_total=, #total, #total=, #total_tax, #total_tax=

Methods included from Money

included

Methods included from Dates

included

Constructor Details

#initialize(params = {}) ⇒ Invoice

Returns a new instance of Invoice.



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# File 'lib/xero_gateway/invoice.rb', line 42

def initialize(params = {})
  @errors ||= []
  @payments ||= []
  
  # Check if the line items have been downloaded.
  @line_items_downloaded = (params.delete(:line_items_downloaded) == true)
  
  params = {
    :line_amount_types => "Exclusive"
  }.merge(params)
  
  params.each do |k,v|
    self.send("#{k}=", v)
  end
  
  @line_items ||= []
end

Instance Attribute Details

#amount_credited ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def amount_credited
  @amount_credited
end

#amount_due ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def amount_due
  @amount_due
end

#amount_paid ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def amount_paid
  @amount_paid
end

#contact ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def contact
  @contact
end

#currency_code ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def currency_code
  @currency_code
end

#date ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def date
  @date
end

#due_date ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def due_date
  @due_date
end

#errors ⇒ Object (readonly)

Any errors that occurred when the #valid? method called.



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# File 'lib/xero_gateway/invoice.rb', line 33

def errors
  @errors
end

#fully_paid_on ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def fully_paid_on
  @fully_paid_on
end

#gateway ⇒ Object

Xero::Gateway associated with this invoice.



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# File 'lib/xero_gateway/invoice.rb', line 30

def gateway
  @gateway
end

#invoice_id ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def invoice_id
  @invoice_id
end

#invoice_number ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def invoice_number
  @invoice_number
end

#invoice_status ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def invoice_status
  @invoice_status
end

#invoice_type ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def invoice_type
  @invoice_type
end

#line_amount_types ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def line_amount_types
  @line_amount_types
end

#line_items ⇒ Object

If line items are not downloaded, then attempt a download now (if this record was found to begin with).



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# File 'lib/xero_gateway/invoice.rb', line 39

def line_items
  @line_items
end

#line_items_downloaded ⇒ Object

Represents whether the line_items have been downloaded when getting from GET /API.XRO/2.0/INVOICES



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# File 'lib/xero_gateway/invoice.rb', line 36

def line_items_downloaded
  @line_items_downloaded
end

#payments ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def payments
  @payments
end

#reference ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def reference
  @reference
end

#sent_to_contact ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def sent_to_contact
  @sent_to_contact
end

#url ⇒ Object

All accessible fields



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# File 'lib/xero_gateway/invoice.rb', line 39

def url
  @url
end

Class Method Details

.from_xml(invoice_element, gateway = nil, options = {}) ⇒ Object

TODO UpdatedDateUTC



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# File 'lib/xero_gateway/invoice.rb', line 201

def self.from_xml(invoice_element, gateway = nil, options = {})
  invoice = Invoice.new(options.merge({:gateway => gateway}))
  invoice_element.children.each do |element|
    case(element.name)
      when "InvoiceID" then invoice.invoice_id = element.text
      when "InvoiceNumber" then invoice.invoice_number = element.text            
      when "Type" then invoice.invoice_type = element.text
      when "CurrencyCode" then invoice.currency_code = element.text
      when "Contact" then invoice.contact = Contact.from_xml(element)
      when "Date" then invoice.date = parse_date(element.text)
      when "DueDate" then invoice.due_date = parse_date(element.text)
      when "Status" then invoice.invoice_status = element.text
      when "Reference" then invoice.reference = element.text
      when "LineAmountTypes" then invoice.line_amount_types = element.text
      when "LineItems" then element.children.each {|line_item| invoice.line_items_downloaded = true; invoice.line_items << LineItem.from_xml(line_item) }
      when "SubTotal" then invoice.sub_total = BigDecimal.new(element.text)
      when "TotalTax" then invoice.total_tax = BigDecimal.new(element.text)
      when "Total" then invoice.total = BigDecimal.new(element.text)
      when "InvoiceID" then invoice.invoice_id = element.text
      when "InvoiceNumber" then invoice.invoice_number = element.text            
      when "Payments" then element.children.each { | payment | invoice.payments << Payment.from_xml(payment) }
      when "AmountDue" then invoice.amount_due = BigDecimal.new(element.text)
      when "AmountPaid" then invoice.amount_paid = BigDecimal.new(element.text)
      when "AmountCredited" then invoice.amount_credited = BigDecimal.new(element.text)
      when "SentToContact" then invoice.sent_to_contact = (element.text.strip.downcase == "true")
      when "Url" then invoice.url = element.text
    end
  end      
  invoice
end

Instance Method Details

#==(other) ⇒ Object 



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# File 'lib/xero_gateway/invoice.rb', line 144

def ==(other)
  ["invoice_number", "invoice_type", "invoice_status", "reference", "currency_code", "line_amount_types", "contact", "line_items"].each do |field|
    return false if send(field) != other.send(field)
  end
  
  ["date", "due_date"].each do |field|
    return false if send(field).to_s != other.send(field).to_s
  end
  return true
end

#accounts_payable? ⇒ Boolean

Helper method to check if the invoice is accounts payable.

Returns:

  • (Boolean) 


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# File 'lib/xero_gateway/invoice.rb', line 108

def accounts_payable?
  invoice_type == 'ACCPAY'
end

#accounts_receivable? ⇒ Boolean

Helper method to check if the invoice is accounts receivable.

Returns:

  • (Boolean) 


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# File 'lib/xero_gateway/invoice.rb', line 113

def accounts_receivable?
  invoice_type == 'ACCREC'
end

#build_contact(params = {}) ⇒ Object

Helper method to create the associated contact object.



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# File 'lib/xero_gateway/invoice.rb', line 99

def build_contact(params = {})
  self.contact = gateway ? gateway.build_contact(params) : Contact.new(params)
end

#create ⇒ Object

Creates this invoice record (using gateway.create_invoice) with the associated gateway. If no gateway set, raise a NoGatewayError exception.

Raises:



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# File 'lib/xero_gateway/invoice.rb', line 167

def create
  raise NoGatewayError unless gateway
  gateway.create_invoice(self)
end

#line_items_downloaded? ⇒ Boolean

Whether or not the line_items have been downloaded (GET/invoices does not download line items).

Returns:

  • (Boolean) 


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# File 'lib/xero_gateway/invoice.rb', line 118

def line_items_downloaded?
  @line_items_downloaded
end

#save ⇒ Object

General purpose create/save method. If invoice_id is nil then create, otherwise, attempt to save.



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# File 'lib/xero_gateway/invoice.rb', line 157

def save
  if invoice_id.nil?
    create
  else
    update
  end
end

#to_xml(b = Builder::XmlMarkup.new) ⇒ Object 



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# File 'lib/xero_gateway/invoice.rb', line 179

def to_xml(b = Builder::XmlMarkup.new)
  b.Invoice {
    b.InvoiceID self.invoice_id if self.invoice_id
    b.InvoiceNumber self.invoice_number if invoice_number
    b.Type self.invoice_type
    b.CurrencyCode self.currency_code if self.currency_code
    contact.to_xml(b)
    b.Date Invoice.format_date(self.date || Date.today)
    b.DueDate Invoice.format_date(self.due_date) if self.due_date
    b.Status self.invoice_status if self.invoice_status
    b.Reference self.reference if self.reference
    b.LineAmountTypes self.line_amount_types
    b.LineItems {
      self.line_items.each do |line_item|
        line_item.to_xml(b)
      end
    }
    b.Url url if url
  }
end

#update ⇒ Object

Updates this invoice record (using gateway.update_invoice) with the associated gateway. If no gateway set, raise a NoGatewayError exception.

Raises:



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# File 'lib/xero_gateway/invoice.rb', line 174

def update
  raise NoGatewayError unless gateway
  gateway.update_invoice(self)
end

#valid? ⇒ Boolean

Validate the Address record according to what will be valid by the gateway.

Usage: 

address.valid?     # Returns true/false

Additionally sets address.errors array to an array of field/error.

Returns:

  • (Boolean) 


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# File 'lib/xero_gateway/invoice.rb', line 66

def valid?
  @errors = []
  
  if !invoice_id.nil? && invoice_id !~ GUID_REGEX
    @errors << ['invoice_id', 'must be blank or a valid Xero GUID']
  end
        
  if invoice_status && !INVOICE_STATUS[invoice_status]
    @errors << ['invoice_status', "must be one of #{INVOICE_STATUS.keys.join('/')}"]
  end

  if line_amount_types && !LINE_AMOUNT_TYPES[line_amount_types]
    @errors << ['line_amount_types', "must be one of #{LINE_AMOUNT_TYPES.keys.join('/')}"]
  end
  
  unless date
    @errors << ['invoice_date', "can't be blank"]
  end
  
  # Make sure contact is valid.
  unless @contact && @contact.valid?
    @errors << ['contact', 'is invalid']
  end
  
  # Make sure all line_items are valid.
  unless line_items.all? { | line_item | line_item.valid? }
    @errors << ['line_items', "at least one line item invalid"]
  end
  
  @errors.size == 0
end