Class: Merge::Accounting::AccountsClient

Inherits:
Object
  • Object
show all
Defined in:
lib/merge_ruby_client/accounting/accounts/client.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(request_client:) ⇒ Merge::Accounting::AccountsClient

Parameters:



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# File 'lib/merge_ruby_client/accounting/accounts/client.rb', line 24

def initialize(request_client:)
  @request_client = request_client
end

Instance Attribute Details

#request_client ⇒ Merge::RequestClient (readonly)

Returns:



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# File 'lib/merge_ruby_client/accounting/accounts/client.rb', line 20

def request_client
  @request_client
end

Instance Method Details

#create(model:, is_debug_mode: nil, run_async: nil, request_options: nil) ⇒ Merge::Accounting::AccountResponse

Creates an Account object with the given values.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.accounting.accounts.create(model: {  })

Parameters:

  • is_debug_mode (Boolean) (defaults to: nil) —

    Whether to include debug fields (such as log file links) in the response.

  • run_async (Boolean) (defaults to: nil) —

    Whether or not third-party updates should be run asynchronously.

  • model (Hash) —

    Request of type Merge::Accounting::AccountRequest, as a Hash

    • :name (String)

    • :description (String)

    • :classification (Merge::Accounting::ClassificationEnum)

    • :type (String)

    • :account_type (Merge::Accounting::AccountAccountTypeEnum)

    • :status (Merge::Accounting::AccountStatusEnum)

    • :current_balance (Float)

    • :currency (Merge::Accounting::TransactionCurrencyEnum)

    • :account_number (String)

    • :parent_account (String)

    • :company (String)

    • :integration_params (Hash=> Object)

    • :linked_account_params (Hash=> Object)

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:



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# File 'lib/merge_ruby_client/accounting/accounts/client.rb', line 133

def create(model:, is_debug_mode: nil, run_async: nil, request_options: nil)
  response = @request_client.conn.post do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "is_debug_mode": is_debug_mode,
      "run_async": run_async
    }.compact
    req.body = { **(request_options&.additional_body_parameters || {}), model: model }.compact
    req.url "#{@request_client.get_url(request_options: request_options)}/accounting/v1/accounts"
  end
  Merge::Accounting::AccountResponse.from_json(json_object: response.body)
end

#list(account_type: nil, classification: nil, company_id: nil, created_after: nil, created_before: nil, cursor: nil, expand: nil, include_deleted_data: nil, include_remote_data: nil, include_shell_data: nil, modified_after: nil, modified_before: nil, name: nil, page_size: nil, remote_fields: nil, remote_id: nil, show_enum_origins: nil, status: nil, request_options: nil) ⇒ Merge::Accounting::PaginatedAccountList

Returns a list of Account objects.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.accounting.accounts.list(cursor: "cD0yMDIxLTAxLTA2KzAzJTNBMjQlM0E1My40MzQzMjYlMkIwMCUzQTAw")

Parameters:

  • account_type (String) (defaults to: nil) —

    If provided, will only return accounts with the passed in enum.

  • classification (String) (defaults to: nil) —

    If provided, will only return accounts with this classification.

  • company_id (String) (defaults to: nil) —

    If provided, will only return accounts for this company.

  • created_after (DateTime) (defaults to: nil) —

    If provided, will only return objects created after this datetime.

  • created_before (DateTime) (defaults to: nil) —

    If provided, will only return objects created before this datetime.

  • cursor (String) (defaults to: nil) —

    The pagination cursor value.

  • expand (String) (defaults to: nil) —

    Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

  • include_deleted_data (Boolean) (defaults to: nil) —

    Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](docs.merge.dev/integrations/hris/supported-features/).

  • include_remote_data (Boolean) (defaults to: nil) —

    Whether to include the original data Merge fetched from the third-party to produce these models.

  • include_shell_data (Boolean) (defaults to: nil) —

    Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).

  • modified_after (DateTime) (defaults to: nil) —

    If provided, only objects synced by Merge after this date time will be returned.

  • modified_before (DateTime) (defaults to: nil) —

    If provided, only objects synced by Merge before this date time will be returned.

  • name (String) (defaults to: nil) —

    If provided, will only return Accounts with this name.

  • page_size (Integer) (defaults to: nil) —

    Number of results to return per page.

  • remote_fields (Merge::Accounting::Accounts::AccountsListRequestRemoteFields) (defaults to: nil) —

    Deprecated. Use show_enum_origins.

  • remote_id (String) (defaults to: nil) —

    The API provider’s ID for the given object.

  • show_enum_origins (Merge::Accounting::Accounts::AccountsListRequestShowEnumOrigins) (defaults to: nil) —

    A comma separated list of enum field names for which you’d like the original values to be returned, instead of Merge’s normalized enum values. [Learn e](help.merge.dev/en/articles/8950958-show_enum_origins-query-parameter)

  • status (String) (defaults to: nil) —

    If provided, will only return accounts with this status.

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:



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# File 'lib/merge_ruby_client/accounting/accounts/client.rb', line 66

def list(account_type: nil, classification: nil, company_id: nil, created_after: nil, created_before: nil,
         cursor: nil, expand: nil, include_deleted_data: nil, include_remote_data: nil, include_shell_data: nil, modified_after: nil, modified_before: nil, name: nil, page_size: nil, remote_fields: nil, remote_id: nil, show_enum_origins: nil, status: nil, request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "account_type": ,
      "classification": classification,
      "company_id": company_id,
      "created_after": created_after,
      "created_before": created_before,
      "cursor": cursor,
      "expand": expand,
      "include_deleted_data": include_deleted_data,
      "include_remote_data": include_remote_data,
      "include_shell_data": include_shell_data,
      "modified_after": modified_after,
      "modified_before": modified_before,
      "name": name,
      "page_size": page_size,
      "remote_fields": remote_fields,
      "remote_id": remote_id,
      "show_enum_origins": show_enum_origins,
      "status": status
    }.compact
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/accounting/v1/accounts"
  end
  Merge::Accounting::PaginatedAccountList.from_json(json_object: response.body)
end

#meta_post_retrieve(request_options: nil) ⇒ Merge::Accounting::MetaResponse

Returns metadata for Account POSTs.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.accounting.accounts.meta_post_retrieve

Parameters:

Returns:



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# File 'lib/merge_ruby_client/accounting/accounts/client.rb', line 214

def meta_post_retrieve(request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    unless request_options.nil? || request_options&.additional_query_parameters.nil?
      req.params = { **(request_options&.additional_query_parameters || {}) }.compact
    end
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/accounting/v1/accounts/meta/post"
  end
  Merge::Accounting::MetaResponse.from_json(json_object: response.body)
end

#retrieve(id:, expand: nil, include_remote_data: nil, include_shell_data: nil, remote_fields: nil, show_enum_origins: nil, request_options: nil) ⇒ Merge::Accounting::Account

Returns an Account object with the given id.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.accounting.accounts.retrieve(id: "id")

Parameters:

Returns:



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# File 'lib/merge_ruby_client/accounting/accounts/client.rb', line 176

def retrieve(id:, expand: nil, include_remote_data: nil, include_shell_data: nil, remote_fields: nil,
             show_enum_origins: nil, request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "expand": expand,
      "include_remote_data": include_remote_data,
      "include_shell_data": include_shell_data,
      "remote_fields": remote_fields,
      "show_enum_origins": show_enum_origins
    }.compact
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/accounting/v1/accounts/#{id}"
  end
  Merge::Accounting::Account.from_json(json_object: response.body)
end