Class: LockstepSdk::CompanyModel

Inherits:
Object
  • Object
show all
Defined in:
lib/lockstep_sdk/models/company_model.rb

Overview

A Company represents a customer, a vendor, or a company within the organization of the account holder. Companies can have parents and children, representing an organizational hierarchy of corporate entities. You can use Companies to track projects and financial data under this Company label.

See [Vendors, Customers, and Companies](developer.lockstep.io/docs/companies-customers-and-vendors) for more information.

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(params = {}) ⇒ CompanyModel

Initialize the CompanyModel using the provided prototype



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# File 'lib/lockstep_sdk/models/company_model.rb', line 29

def initialize(params = {})
    @company_id = params.dig(:company_id)
    @company_name = params.dig(:company_name)
    @erp_key = params.dig(:erp_key)
    @company_type = params.dig(:company_type)
    @parent_company_id = params.dig(:parent_company_id)
    @enterprise_id = params.dig(:enterprise_id)
    @group_key = params.dig(:group_key)
    @is_active = params.dig(:is_active)
    @default_currency_code = params.dig(:default_currency_code)
    @company_logo_url = params.dig(:company_logo_url)
    @primary_contact_id = params.dig(:primary_contact_id)
    @address1 = params.dig(:address1)
    @address2 = params.dig(:address2)
    @address3 = params.dig(:address3)
    @city = params.dig(:city)
    @state_region = params.dig(:state_region)
    @postal_code = params.dig(:postal_code)
    @country = params.dig(:country)
    @time_zone = params.dig(:time_zone)
    @phone_number = params.dig(:phone_number)
    @fax_number = params.dig(:fax_number)
    @created = params.dig(:created)
    @created_user_id = params.dig(:created_user_id)
    @modified = params.dig(:modified)
    @modified_user_id = params.dig(:modified_user_id)
    @modified_user_name = params.dig(:modified_user_name)
    @tax_id = params.dig(:tax_id)
    @duns_number = params.dig(:duns_number)
    @ap_email_address = params.dig(:ap_email_address)
    @ar_email_address = params.dig(:ar_email_address)
    @preferred_delivery_method = params.dig(:preferred_delivery_method)
    @domain_name = params.dig(:domain_name)
    @company_classification_code_def_id = params.dig(:company_classification_code_def_id)
    @description = params.dig(:description)
    @website = params.dig(:website)
    @app_enrollment_id = params.dig(:app_enrollment_id)
    @email_address = params.dig(:email_address)
    @public_url_slug = params.dig(:public_url_slug)
    @state_tax_id = params.dig(:state_tax_id)
    @state_of_incorporation = params.dig(:state_of_incorporation)
    @linked_in_url_slug = params.dig(:linked_in_url_slug)
    @is_verified = params.dig(:is_verified)
    @last_verified_date = params.dig(:last_verified_date)
    @view_box_settings = params.dig(:view_box_settings)
    @service_fabric_org_id = params.dig(:service_fabric_org_id)
    @service_fabric_company_id = params.dig(:service_fabric_company_id)
    @notes = params.dig(:notes)
    @attachments = params.dig(:attachments)
    @contacts = params.dig(:contacts)
    @invoices = params.dig(:invoices)
    @custom_field_definitions = params.dig(:custom_field_definitions)
    @custom_field_values = params.dig(:custom_field_values)
    @company_classification_code_definition = params.dig(:company_classification_code_definition)
end

Instance Attribute Details

#address1 ⇒ String

Returns Address info.

Returns:

  • (String) —

    Address info



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# File 'lib/lockstep_sdk/models/company_model.rb', line 131

def address1
  @address1
end

#address2 ⇒ String

Returns Address info.

Returns:

  • (String) —

    Address info



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# File 'lib/lockstep_sdk/models/company_model.rb', line 135

def address2
  @address2
end

#address3 ⇒ String

Returns Address info.

Returns:

  • (String) —

    Address info



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# File 'lib/lockstep_sdk/models/company_model.rb', line 139

def address3
  @address3
end

#ap_email_address ⇒ Email

Returns AP (Accounts Payable) Email Address.

Returns:

  • (Email) —

    AP (Accounts Payable) Email Address



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# File 'lib/lockstep_sdk/models/company_model.rb', line 199

def ap_email_address
  @ap_email_address
end

#app_enrollment_id ⇒ Uuid

Returns The AppEnrollmentId of the application that imported this record. For accounts with more than one financial system connected, this field identifies the originating financial system that produced this record. This value is null if this record was not loaded from an external ERP or financial system.

Returns:

  • (Uuid) —

    The AppEnrollmentId of the application that imported this record. For accounts with more than one financial system connected, this field identifies the originating financial system that produced this record. This value is null if this record was not loaded from an external ERP or financial system.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 227

def app_enrollment_id
  @app_enrollment_id
end

#ar_email_address ⇒ Email

Returns AR (Accounts Receivable) Email Address.

Returns:

  • (Email) —

    AR (Accounts Receivable) Email Address



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# File 'lib/lockstep_sdk/models/company_model.rb', line 203

def ar_email_address
  @ar_email_address
end

#attachments ⇒ AttachmentModel

Returns A collection of attachments linked to this record. To retrieve this collection, specify ‘Attachments` in the `include` parameter when retrieving data. To create an attachment, use the [Upload Attachment](developer.lockstep.io/reference/post_api-v1-attachments) endpoint with the `TableKey` to `Company` and the `ObjectKey` set to the `CompanyId` for this record. For more information on extensibility, see [linking extensible metadata to objects](developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).

Returns:



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# File 'lib/lockstep_sdk/models/company_model.rb', line 275

def attachments
  @attachments
end

#city ⇒ String

Returns Address info.

Returns:

  • (String) —

    Address info



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# File 'lib/lockstep_sdk/models/company_model.rb', line 143

def city
  @city
end

#company_classification_code_def_id ⇒ Uuid

Returns Identifier for classification of this company.

Returns:

  • (Uuid) —

    Identifier for classification of this company.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 215

def company_classification_code_def_id
  @company_classification_code_def_id
end

#company_classification_code_definition ⇒ CodeDefinitionModel

Returns Classification code definition for this company. To retrieve this collection, specify ‘Classification` in the “Include” parameter for your query.

Returns:

  • (CodeDefinitionModel) —

    Classification code definition for this company. To retrieve this collection, specify ‘Classification` in the “Include” parameter for your query.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 295

def company_classification_code_definition
  @company_classification_code_definition
end

#company_id ⇒ Uuid

Returns The unique ID of this record, automatically assigned by Lockstep when this record is added to the Lockstep platform. For the ID of this record in its originating financial system, see ‘ErpKey`.

Returns:

  • (Uuid) —

    The unique ID of this record, automatically assigned by Lockstep when this record is added to the Lockstep platform. For the ID of this record in its originating financial system, see ‘ErpKey`.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 87

def company_id
  @company_id
end

#company_logo_url ⇒ String

Returns The URL of this company’s logo, if known.

Returns:

  • (String) —

    The URL of this company’s logo, if known.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 123

def company_logo_url
  @company_logo_url
end

#company_name ⇒ String

Returns The short name of the company.

Returns:

  • (String) —

    The short name of the company.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 91

def company_name
  @company_name
end

#company_type ⇒ String

Returns This field indicates the type of company. It can be one of a limited number of values: Company, Customer, Group, Vendor, or Third Party. A company that represents both a customer and a vendor is identified as a CustomerVendor. * ‘Company` - This record represents a company that is part of the organization of the account holder. * `Customer` - This record represents a business entity that purchases things from the account holder. * `Group` - Only one record of type `GROUP` exists in each account. Contains your account profile. * `Vendor` - This record represents a business entity that sells things to the account holder. * `Third Party` - This record represents a business entity that is neither a customer nor vendor. * `CustomerVendor` - Both a customer and a vendor.

Returns:

  • (String) —

    This field indicates the type of company. It can be one of a limited number of values: Company, Customer, Group, Vendor, or Third Party. A company that represents both a customer and a vendor is identified as a CustomerVendor. * ‘Company` - This record represents a company that is part of the organization of the account holder. * `Customer` - This record represents a business entity that purchases things from the account holder. * `Group` - Only one record of type `GROUP` exists in each account. Contains your account profile. * `Vendor` - This record represents a business entity that sells things to the account holder. * `Third Party` - This record represents a business entity that is neither a customer nor vendor. * `CustomerVendor` - Both a customer and a vendor.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 99

def company_type
  @company_type
end

#contacts ⇒ ContactModel

Returns All contacts attached to this company. To retrieve this collection, specify ‘Contacts` in the “Include” parameter for your query.

Returns:

  • (ContactModel) —

    All contacts attached to this company. To retrieve this collection, specify ‘Contacts` in the “Include” parameter for your query.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 279

def contacts
  @contacts
end

#country ⇒ String

Returns Address info.

Returns:

  • (String) —

    Address info



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# File 'lib/lockstep_sdk/models/company_model.rb', line 155

def country
  @country
end

#created ⇒ Date-time

Returns The date this company was created.

Returns:

  • (Date-time) —

    The date this company was created



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# File 'lib/lockstep_sdk/models/company_model.rb', line 171

def created
  @created
end

#created_user_id ⇒ Uuid

Returns The ID of the user who created this company.

Returns:

  • (Uuid) —

    The ID of the user who created this company



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# File 'lib/lockstep_sdk/models/company_model.rb', line 175

def created_user_id
  @created_user_id
end

#custom_field_definitions ⇒ CustomFieldDefinitionModel

Returns A collection of custom fields linked to this record. To retrieve this collection, specify ‘CustomFieldDefinitions` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `Company` and the `ObjectKey` set to the `CompanyId` for this record. For more information on extensibility, see [linking extensible metadata to objects](developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).

Returns:



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# File 'lib/lockstep_sdk/models/company_model.rb', line 287

def custom_field_definitions
  @custom_field_definitions
end

#custom_field_values ⇒ CustomFieldValueModel

Returns A collection of custom fields linked to this record. To retrieve this collection, specify ‘CustomFieldValues` in the `include` parameter when retrieving data. To create a custom field, use the [Create Custom Field](developer.lockstep.io/reference/post_api-v1-customfieldvalues) endpoint with the `TableKey` to `Company` and the `ObjectKey` set to the `CompanyId` for this record. For more information on extensibility, see [linking extensible metadata to objects](developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).

Returns:



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# File 'lib/lockstep_sdk/models/company_model.rb', line 291

def custom_field_values
  @custom_field_values
end

#default_currency_code ⇒ String

Returns The default currency code used by this business entity. This value can be overridden for invoices in a different currency code. For a list of defined currency codes, see [Query Currencies](developer.lockstep.io/reference/get_api-v1-definitions-currencies).

Returns:



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# File 'lib/lockstep_sdk/models/company_model.rb', line 119

def default_currency_code
  @default_currency_code
end

#description ⇒ String

Returns Description of the company.

Returns:

  • (String) —

    Description of the company.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 219

def description
  @description
end

#domain_name ⇒ String

Returns For companies that use a custom domain name for their email system, this is the domain name used by this company. If this value is known, new emails that come in from this domain will be connected to this company.

Returns:

  • (String) —

    For companies that use a custom domain name for their email system, this is the domain name used by this company. If this value is known, new emails that come in from this domain will be connected to this company.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 211

def domain_name
  @domain_name
end

#duns_number ⇒ String

Returns Dun & Bradstreet Number.

Returns:

  • (String) —

    Dun & Bradstreet Number



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# File 'lib/lockstep_sdk/models/company_model.rb', line 195

def duns_number
  @duns_number
end

#email_address ⇒ Email

Returns Company Email Address.

Returns:

  • (Email) —

    Company Email Address



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# File 'lib/lockstep_sdk/models/company_model.rb', line 231

def email_address
  @email_address
end

#enterprise_id ⇒ Uuid

Returns For convenience, this field indicates the top-level parent company. This can be used to jump directly to the top parent in complex organizational hierarchies.

Returns:

  • (Uuid) —

    For convenience, this field indicates the top-level parent company. This can be used to jump directly to the top parent in complex organizational hierarchies.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 107

def enterprise_id
  @enterprise_id
end

#erp_key ⇒ String

Returns The unique ID of this record as it was known in its originating financial system. If this company record was imported from a financial system, it will have the value ‘ErpKey` set to the original primary key number of the record as it was known in the originating financial system. If this record was not imported, this value will be `null`. For more information, see [Identity Columns](developer.lockstep.io/docs/identity-columns).

Returns:

  • (String) —

    The unique ID of this record as it was known in its originating financial system. If this company record was imported from a financial system, it will have the value ‘ErpKey` set to the original primary key number of the record as it was known in the originating financial system. If this record was not imported, this value will be `null`. For more information, see [Identity Columns](developer.lockstep.io/docs/identity-columns).



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# File 'lib/lockstep_sdk/models/company_model.rb', line 95

def erp_key
  @erp_key
end

#fax_number ⇒ String

Returns Fax number.

Returns:

  • (String) —

    Fax number



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# File 'lib/lockstep_sdk/models/company_model.rb', line 167

def fax_number
  @fax_number
end

#group_key ⇒ Uuid

Returns The GroupKey uniquely identifies a single Lockstep Platform account. All records for this account will share the same GroupKey value. GroupKey values cannot be changed once created. For more information, see [Accounts and GroupKeys](developer.lockstep.io/docs/accounts-and-groupkeys).

Returns:

  • (Uuid) —

    The GroupKey uniquely identifies a single Lockstep Platform account. All records for this account will share the same GroupKey value. GroupKey values cannot be changed once created. For more information, see [Accounts and GroupKeys](developer.lockstep.io/docs/accounts-and-groupkeys).



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# File 'lib/lockstep_sdk/models/company_model.rb', line 111

def group_key
  @group_key
end

#invoices ⇒ Object

Returns All invoices attached to this company. To retrieve this collection, specify ‘Invoices` in the “Include” parameter for your query. For more information on Invoices, see [InvoiceModel](developer.lockstep.io/reference/get_api-v1-invoices-id).

Returns:



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# File 'lib/lockstep_sdk/models/company_model.rb', line 283

def invoices
  @invoices
end

#is_active ⇒ Boolean

Returns This flag indicates whether the company is currently active. An inactive company should be hidden from the user interface but will still be available for querying.

Returns:

  • (Boolean) —

    This flag indicates whether the company is currently active. An inactive company should be hidden from the user interface but will still be available for querying.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 115

def is_active
  @is_active
end

#is_verified ⇒ Boolean

Returns This flag indicates whether the company is verified.

Returns:

  • (Boolean) —

    This flag indicates whether the company is verified.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 251

def is_verified
  @is_verified
end

#last_verified_date ⇒ Date-time

Returns The date this company was last verified.

Returns:

  • (Date-time) —

    The date this company was last verified.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 255

def last_verified_date
  @last_verified_date
end

#linked_in_url_slug ⇒ String

Returns Linkedin Url.

Returns:

  • (String) —

    Linkedin Url



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# File 'lib/lockstep_sdk/models/company_model.rb', line 247

def linked_in_url_slug
  @linked_in_url_slug
end

#modified ⇒ Date-time

Returns The date this company was last modified.

Returns:

  • (Date-time) —

    The date this company was last modified



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# File 'lib/lockstep_sdk/models/company_model.rb', line 179

def modified
  @modified
end

#modified_user_id ⇒ Uuid

Returns The ID of the user who last modified this company.

Returns:

  • (Uuid) —

    The ID of the user who last modified this company



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# File 'lib/lockstep_sdk/models/company_model.rb', line 183

def modified_user_id
  @modified_user_id
end

#modified_user_name ⇒ String

Returns The name of the user who last modified this company.

Returns:

  • (String) —

    The name of the user who last modified this company



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# File 'lib/lockstep_sdk/models/company_model.rb', line 187

def modified_user_name
  @modified_user_name
end

#notes ⇒ NoteModel

Returns A collection of notes linked to this record. To retrieve this collection, specify ‘Notes` in the `include` parameter when retrieving data. To create a note, use the [Create Note](developer.lockstep.io/reference/post_api-v1-notes) endpoint with the `TableKey` to `Company` and the `ObjectKey` set to the `CompanyId` for this record. For more information on extensibility, see [linking extensible metadata to objects](developer.lockstep.io/docs/custom-fields#linking-metadata-to-an-object).

Returns:



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# File 'lib/lockstep_sdk/models/company_model.rb', line 271

def notes
  @notes
end

#parent_company_id ⇒ Uuid

Returns If this business entity is part of an organization, this value is non-null and it is set to the ‘CompanyId` value of the parent company of this business entity. If this value is null, this business entity is a standalone.

Returns:

  • (Uuid) —

    If this business entity is part of an organization, this value is non-null and it is set to the ‘CompanyId` value of the parent company of this business entity. If this value is null, this business entity is a standalone.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 103

def parent_company_id
  @parent_company_id
end

#phone_number ⇒ String

Returns Phone number.

Returns:

  • (String) —

    Phone number



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# File 'lib/lockstep_sdk/models/company_model.rb', line 163

def phone_number
  @phone_number
end

#postal_code ⇒ String

Returns Address info.

Returns:

  • (String) —

    Address info



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# File 'lib/lockstep_sdk/models/company_model.rb', line 151

def postal_code
  @postal_code
end

#preferred_delivery_method ⇒ String

Returns Indicates the preferred invoice delivery method. Examples include Print, Email, Fax.

Returns:

  • (String) —

    Indicates the preferred invoice delivery method. Examples include Print, Email, Fax



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# File 'lib/lockstep_sdk/models/company_model.rb', line 207

def preferred_delivery_method
  @preferred_delivery_method
end

#primary_contact_id ⇒ Uuid

Returns The Lockstep ‘ContactId` of the primary contact for this company.

Returns:

  • (Uuid) —

    The Lockstep ‘ContactId` of the primary contact for this company.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 127

def primary_contact_id
  @primary_contact_id
end

#public_url_slug ⇒ String

Returns The public url slug for the Company.

Returns:

  • (String) —

    The public url slug for the Company.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 235

def public_url_slug
  @public_url_slug
end

#service_fabric_company_id ⇒ Uuid

Returns The unique ID of this record within Service Fabric.

Returns:

  • (Uuid) —

    The unique ID of this record within Service Fabric.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 267

def service_fabric_company_id
  @service_fabric_company_id
end

#service_fabric_org_id ⇒ Uuid

Returns The unique ID of the Service Fabric organisation to which this record belongs.

Returns:

  • (Uuid) —

    The unique ID of the Service Fabric organisation to which this record belongs.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 263

def service_fabric_org_id
  @service_fabric_org_id
end

#state_of_incorporation ⇒ String

Returns The state where the company was registered.

Returns:

  • (String) —

    The state where the company was registered.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 243

def state_of_incorporation
  @state_of_incorporation
end

#state_region ⇒ String

Returns Address info.

Returns:

  • (String) —

    Address info



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# File 'lib/lockstep_sdk/models/company_model.rb', line 147

def state_region
  @state_region
end

#state_tax_id ⇒ String

Returns State Tax ID.

Returns:

  • (String) —

    State Tax ID



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# File 'lib/lockstep_sdk/models/company_model.rb', line 239

def state_tax_id
  @state_tax_id
end

#tax_id ⇒ String

Returns Federal Tax ID.

Returns:

  • (String) —

    Federal Tax ID



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# File 'lib/lockstep_sdk/models/company_model.rb', line 191

def tax_id
  @tax_id
end

#time_zone ⇒ String

Returns Time zone.

Returns:

  • (String) —

    Time zone



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# File 'lib/lockstep_sdk/models/company_model.rb', line 159

def time_zone
  @time_zone
end

#view_box_settings ⇒ ViewBoxSettingsModel

Returns View box settings for the company logo.

Returns:



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# File 'lib/lockstep_sdk/models/company_model.rb', line 259

def view_box_settings
  @view_box_settings
end

#website ⇒ String

Returns Website URL for this company.

Returns:

  • (String) —

    Website URL for this company.



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# File 'lib/lockstep_sdk/models/company_model.rb', line 223

def website
  @website
end

Instance Method Details

#as_json(options = {}) ⇒ object

Returns This object as a JSON key-value structure.

Returns:

  • (object) —

    This object as a JSON key-value structure



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# File 'lib/lockstep_sdk/models/company_model.rb', line 299

def as_json(options={})
    {
        'companyId' => @company_id,
        'companyName' => @company_name,
        'erpKey' => @erp_key,
        'companyType' => @company_type,
        'parentCompanyId' => @parent_company_id,
        'enterpriseId' => @enterprise_id,
        'groupKey' => @group_key,
        'isActive' => @is_active,
        'defaultCurrencyCode' => @default_currency_code,
        'companyLogoUrl' => @company_logo_url,
        'primaryContactId' => @primary_contact_id,
        'address1' => @address1,
        'address2' => @address2,
        'address3' => @address3,
        'city' => @city,
        'stateRegion' => @state_region,
        'postalCode' => @postal_code,
        'country' => @country,
        'timeZone' => @time_zone,
        'phoneNumber' => @phone_number,
        'faxNumber' => @fax_number,
        'created' => @created,
        'createdUserId' => @created_user_id,
        'modified' => @modified,
        'modifiedUserId' => @modified_user_id,
        'modifiedUserName' => @modified_user_name,
        'taxId' => @tax_id,
        'dunsNumber' => @duns_number,
        'apEmailAddress' => @ap_email_address,
        'arEmailAddress' => @ar_email_address,
        'preferredDeliveryMethod' => @preferred_delivery_method,
        'domainName' => @domain_name,
        'companyClassificationCodeDefId' => @company_classification_code_def_id,
        'description' => @description,
        'website' => @website,
        'appEnrollmentId' => @app_enrollment_id,
        'emailAddress' => @email_address,
        'publicUrlSlug' => @public_url_slug,
        'stateTaxId' => @state_tax_id,
        'stateOfIncorporation' => @state_of_incorporation,
        'linkedInUrlSlug' => @linked_in_url_slug,
        'isVerified' => @is_verified,
        'lastVerifiedDate' => @last_verified_date,
        'viewBoxSettings' => @view_box_settings,
        'serviceFabricOrgId' => @service_fabric_org_id,
        'serviceFabricCompanyId' => @service_fabric_company_id,
        'notes' => @notes,
        'attachments' => @attachments,
        'contacts' => @contacts,
        'invoices' => @invoices,
        'customFieldDefinitions' => @custom_field_definitions,
        'customFieldValues' => @custom_field_values,
        'companyClassificationCodeDefinition' => @company_classification_code_definition,
    }
end

#to_json(*options) ⇒ String

Returns This object converted to a JSON string.

Returns:

  • (String) —

    This object converted to a JSON string



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# File 'lib/lockstep_sdk/models/company_model.rb', line 359

def to_json(*options)
    "[#{as_json(*options).to_json(*options)}]"
end