Class: Merge::Accounting::AsyncJournalEntriesClient

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

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

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

Parameters:



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# File 'lib/merge_ruby_client/accounting/journal_entries/client.rb', line 338

def initialize(request_client:)
  @request_client = request_client
end

Instance Attribute Details

#request_clientMerge::AsyncRequestClient (readonly)



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# File 'lib/merge_ruby_client/accounting/journal_entries/client.rb', line 334

def request_client
  @request_client
end

Instance Method Details

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

Creates a ‘JournalEntry` 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.journal_entries.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::JournalEntryRequest, as a Hash

    • :transaction_date (DateTime)

    • :payments (Array<Merge::Accounting::JournalEntryRequestPaymentsItem>)

    • :memo (String)

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

    • :exchange_rate (String)

    • :company (Hash)

    • :tracking_categories (Array<Merge::Accounting::JournalEntryRequestTrackingCategoriesItem>)

    • :inclusive_of_tax (Boolean)

    • :lines (Array<Merge::Accounting::JournalLineRequest>)

    • :journal_number (String)

    • :posting_status (Merge::Accounting::PostingStatusEnum)

    • :integration_params (Hash=> Object)

    • :linked_account_params (Hash=> Object)

    • :remote_fields (Array<Merge::Accounting::RemoteFieldRequest>)

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

Returns:



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# File 'lib/merge_ruby_client/accounting/journal_entries/client.rb', line 443

def create(model:, is_debug_mode: nil, run_async: nil, request_options: nil)
  Async do
    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/journal-entries"
    end
    Merge::Accounting::JournalEntryResponse.from_json(json_object: response.body)
  end
end

#lines_remote_field_classes_list(cursor: nil, include_deleted_data: nil, include_remote_data: nil, include_shell_data: nil, is_common_model_field: nil, is_custom: nil, page_size: nil, request_options: nil) ⇒ Merge::Accounting::PaginatedRemoteFieldClassList

Returns a list of ‘RemoteFieldClass` objects.

Examples:

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

Parameters:

  • cursor (String) (defaults to: nil)

    The pagination cursor value.

  • 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).

  • is_common_model_field (Boolean) (defaults to: nil)

    If provided, will only return remote field classes with this is_common_model_field value

  • is_custom (Boolean) (defaults to: nil)

    If provided, will only return remote fields classes with this is_custom value

  • page_size (Integer) (defaults to: nil)

    Number of results to return per page.

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

Returns:



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# File 'lib/merge_ruby_client/accounting/journal_entries/client.rb', line 538

def lines_remote_field_classes_list(cursor: nil, include_deleted_data: nil, include_remote_data: nil,
                                    include_shell_data: nil, is_common_model_field: nil, is_custom: nil, page_size: nil, request_options: nil)
  Async do
    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 || {}),
        "cursor": cursor,
        "include_deleted_data": include_deleted_data,
        "include_remote_data": include_remote_data,
        "include_shell_data": include_shell_data,
        "is_common_model_field": is_common_model_field,
        "is_custom": is_custom,
        "page_size": page_size
      }.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/journal-entries/lines/remote-field-classes"
    end
    Merge::Accounting::PaginatedRemoteFieldClassList.from_json(json_object: response.body)
  end
end

#list(company_id: nil, created_after: nil, created_before: nil, cursor: nil, expand: nil, include_deleted_data: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil, modified_after: nil, modified_before: nil, page_size: nil, remote_id: nil, transaction_date_after: nil, transaction_date_before: nil, request_options: nil) ⇒ Merge::Accounting::PaginatedJournalEntryList

Returns a list of ‘JournalEntry` objects.

Examples:

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

Parameters:

  • company_id (String) (defaults to: nil)

    If provided, will only return journal entries 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 (Merge::Accounting::JournalEntries::JournalEntriesListRequestExpand) (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_remote_fields (Boolean) (defaults to: nil)

    Whether to include all remote fields, including fields that Merge did not map to common models, in a normalized format.

  • 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.

  • page_size (Integer) (defaults to: nil)

    Number of results to return per page.

  • remote_id (String) (defaults to: nil)

    The API provider’s ID for the given object.

  • transaction_date_after (DateTime) (defaults to: nil)

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

  • transaction_date_before (DateTime) (defaults to: nil)

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

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

Returns:



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# File 'lib/merge_ruby_client/accounting/journal_entries/client.rb', line 376

def list(company_id: nil, created_after: nil, created_before: nil, cursor: nil, expand: nil,
         include_deleted_data: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil, modified_after: nil, modified_before: nil, page_size: nil, remote_id: nil, transaction_date_after: nil, transaction_date_before: nil, request_options: nil)
  Async do
    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 || {}),
        "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_remote_fields": include_remote_fields,
        "include_shell_data": include_shell_data,
        "modified_after": modified_after,
        "modified_before": modified_before,
        "page_size": page_size,
        "remote_id": remote_id,
        "transaction_date_after": transaction_date_after,
        "transaction_date_before": transaction_date_before
      }.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/journal-entries"
    end
    Merge::Accounting::PaginatedJournalEntryList.from_json(json_object: response.body)
  end
end

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

Returns metadata for ‘JournalEntry` POSTs.

Examples:

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

Parameters:

Returns:



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# File 'lib/merge_ruby_client/accounting/journal_entries/client.rb', line 580

def meta_post_retrieve(request_options: nil)
  Async do
    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/journal-entries/meta/post"
    end
    Merge::Accounting::MetaResponse.from_json(json_object: response.body)
  end
end

#remote_field_classes_list(cursor: nil, include_deleted_data: nil, include_remote_data: nil, include_shell_data: nil, is_common_model_field: nil, is_custom: nil, page_size: nil, request_options: nil) ⇒ Merge::Accounting::PaginatedRemoteFieldClassList

Returns a list of ‘RemoteFieldClass` objects.

Examples:

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

Parameters:

  • cursor (String) (defaults to: nil)

    The pagination cursor value.

  • 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).

  • is_common_model_field (Boolean) (defaults to: nil)

    If provided, will only return remote field classes with this is_common_model_field value

  • is_custom (Boolean) (defaults to: nil)

    If provided, will only return remote fields classes with this is_custom value

  • page_size (Integer) (defaults to: nil)

    Number of results to return per page.

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

Returns:



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# File 'lib/merge_ruby_client/accounting/journal_entries/client.rb', line 627

def remote_field_classes_list(cursor: nil, include_deleted_data: nil, include_remote_data: nil,
                              include_shell_data: nil, is_common_model_field: nil, is_custom: nil, page_size: nil, request_options: nil)
  Async do
    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 || {}),
        "cursor": cursor,
        "include_deleted_data": include_deleted_data,
        "include_remote_data": include_remote_data,
        "include_shell_data": include_shell_data,
        "is_common_model_field": is_common_model_field,
        "is_custom": is_custom,
        "page_size": page_size
      }.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/journal-entries/remote-field-classes"
    end
    Merge::Accounting::PaginatedRemoteFieldClassList.from_json(json_object: response.body)
  end
end

#retrieve(id:, expand: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil, request_options: nil) ⇒ Merge::Accounting::JournalEntry

Returns a ‘JournalEntry` 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.journal_entries.retrieve(id: "id")

Parameters:

  • id (String)
  • expand (Merge::Accounting::JournalEntries::JournalEntriesRetrieveRequestExpand) (defaults to: nil)

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

  • include_remote_data (Boolean) (defaults to: nil)

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

  • include_remote_fields (Boolean) (defaults to: nil)

    Whether to include all remote fields, including fields that Merge did not map to common models, in a normalized format.

  • 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).

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

Returns:



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# File 'lib/merge_ruby_client/accounting/journal_entries/client.rb', line 486

def retrieve(id:, expand: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil,
             request_options: nil)
  Async do
    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_remote_fields": include_remote_fields,
        "include_shell_data": include_shell_data
      }.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/journal-entries/#{id}"
    end
    Merge::Accounting::JournalEntry.from_json(json_object: response.body)
  end
end