Class: IntacctRB::JournalEntry

Inherits:
Base
  • Object
show all
Defined in:
lib/intacctrb/journal_entry.rb

Instance Method Summary collapse

Instance Method Details

#create ⇒ Object 



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# File 'lib/intacctrb/journal_entry.rb', line 4

def create
  return false if object.intacct_id.present?
  send_xml('create') do |xml|
    xml.function(controlid: "f1") {
      xml.send("create") {
        xml.glbatch {
          je_xml xml
        }
      }
    }
  end

  successful?
end

#date_string(date) ⇒ Object 



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# File 'lib/intacctrb/journal_entry.rb', line 187

def date_string(date)
  if date.is_a?(Date) || date.is_a?(DateTime)
    date.strftime('%Y-%m-%d')
  elsif date.is_a? String
    date
  end
end

#get(options = {}) ⇒ Object 



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# File 'lib/intacctrb/journal_entry.rb', line 82

def get(options = {})
  send_xml('read') do |xml|
    xml.function(controlid: "f4") {
      xml.read {
        xml.object "glbatch"
        xml.keys object.try(:intacct_id) || options[:intacct_id]
        if options[:fields]
          xml.fields {
            fields.each do |field|
              xml.field field.to_s
            end
          }
        end
      }
    }
  end

  if successful?
    @data = []
    @response.xpath('//glbatch').each do |je|
      @data << OpenStruct.new({
        id: je.at("RECORDNO").content,
        batch_number: je.at("BATCHNO").content,
        journal_id: je.at("JOURNAL").content,
        date: Date.strptime(je.at("BATCH_DATE").content,'%Y-%m-%d'),
        modified_at: DateTime.strptime(je.at("WHENMODIFIED").content, '%Y-%m-%dT%H:%M:%S'),
        description: je.at("BATCH_TITLE").content,
        state: je.at("STATE").content,
        rows: get_rows(je)
      })
    end
    if @data.empty?
      false
    else
      @data
    end
  else
    false
  end
end

#get_date_at(xpath, object) ⇒ Object 



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# File 'lib/intacctrb/journal_entry.rb', line 142

def get_date_at(xpath, object)
  year = object.at("#{xpath}/year").content
  month = object.at("#{xpath}/month").content
  day = object.at("#{xpath}/day").content
  if [year,month,day].any?(&:empty?)
    nil
  else
    Date.new(year.to_i,month.to_i,day.to_i)
  end
end

#get_list(options = {}) ⇒ Object

def delete

return false unless object.payment.intacct_system_id.present?

send_xml('delete') do |xml| xml.function(controlid: "1") { xml.delete_bill(externalkey: "false", key: object.intacct_key) } end

successful?

end



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# File 'lib/intacctrb/journal_entry.rb', line 45

def get_list(options = {})
  send_xml('readByQuery') do |xml|
    xml.function(controlid: "f4") {
      xml.readByQuery {
        xml.object "glbatch"
        xml.pagesize (options[:max_items] || 0)
        xml.query options[:filter]
        if options[:fields]
          xml.fields {
            fields.each do |field|
              xml.field field.to_s
            end
          }
        end
      }
    }
  end

  if successful?
    @data = []
    @response.xpath('//glbatch').each do |invoice|
      @data << OpenStruct.new({
        id: invoice.at("RECORDNO").content,
        batch_number: invoice.at("BATCHNO").content,
        journal_id: invoice.at("JOURNAL").content,
        date: Date.strptime(invoice.at("BATCH_DATE").content,'%m/%d/%Y'),
        modified_at: DateTime.strptime(invoice.at("MODIFIED").content, '%m/%d/%Y %H:%H:%S'),
        description: invoice.at("description").content,
        state: invoice.at("STATE").content
      })
    end
    @data
  else
    false
  end
end

#get_rows(je) ⇒ Object 



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# File 'lib/intacctrb/journal_entry.rb', line 123

def get_rows(je)
  rows = []
  je.xpath('//glentry').each do |row|
    rows << {
      type: row.at('TR_TYPE').content,
      amount: row.at('AMOUNT').content,
      account_number: (row.at('ACCOUNTNO') ? row.at('ACCOUNTNO').content : nil),
      memo: (row.at('DESCRIPTION') ? row.at('DESCRIPTION').content : nil),
      location_id: (row.at('LOCATION') ? row.at('LOCATION').content : nil),
      department_id: (row.at('DEPARTMENT') ? row.at('DEPARTMENT').content : nil),
      customer_id: (row.at('CUSTOMER') ? row.at('CUSTOMER').content : nil),
      employee_id: (row.at('EMPLOYEE') ? row.at('EMPLOYEE').content : nil),
      project_id: (row.at('PROJECT') ? row.at('PROJECT').content : nil),
      item_id: (row.at('ITEM') ? row.at('ITEM').content : nil)
    }
  end
  rows
end

#intacct_object_id ⇒ Object 



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# File 'lib/intacctrb/journal_entry.rb', line 153

def intacct_object_id
  object.intacct_key
end

#je_item_fields(xml) ⇒ Object 



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# File 'lib/intacctrb/journal_entry.rb', line 167

def je_item_fields xml
  xml.entries {
    object.rows.each do |row|
      xml.glentry {
        xml.tr_type row[:type]
        xml.amount row[:amount]
        xml.accountno row[:account_number]
        xml.description row[:memo]
        xml.location row[:location_id] if row[:location_id]
        xml.department row[:department_id] if row[:department_id]
        xml.customer row[:customer_id] if row[:customer_id]
        xml.employee row[:employee_id] if row[:employee_id]
        xml.project row[:project_id] if row[:project_id]
        xml.item row[:item_id] if row[:itemid]
        xml.classid row[:class_id] if row[:class_id]
      }
    end
  }
end

#je_xml(xml) ⇒ Object 



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# File 'lib/intacctrb/journal_entry.rb', line 157

def je_xml xml
  xml.recordno object.intacct_id if object.intacct_id
  xml.journal object.journal_id
  xml.batch_date date_string(object.date) if object.date
  xml.reverse_date date_string(object.reverse_date) if object.reverse_date
  xml.batch_title object.description
  xml.referenceno object.reference_number
  je_item_fields(xml)
end

#update ⇒ Object 



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# File 'lib/intacctrb/journal_entry.rb', line 19

def update
  return false unless object.intacct_id.present?
  send_xml('update') do |xml|
    xml.function(controlid: "f1") {
      xml.send("update") {
        xml.glbatch {
          je_xml xml
        }
      }
    }
  end

  successful?
end