Class: Merge::Accounting::AsyncPaymentsClient

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

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

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

Parameters:



428
429
430
# File 'lib/merge_ruby_client/accounting/payments/client.rb', line 428

def initialize(request_client:)
  @request_client = request_client
end

Instance Attribute Details

#request_clientMerge::AsyncRequestClient (readonly)



424
425
426
# File 'lib/merge_ruby_client/accounting/payments/client.rb', line 424

def request_client
  @request_client
end

Instance Method Details

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

Creates a ‘Payment` 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.payments.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::PaymentRequest, as a Hash

    • :transaction_date (DateTime)

    • :contact (Hash)

    • :account (Hash)

    • :payment_method (Hash)

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

    • :exchange_rate (String)

    • :company (Hash)

    • :total_amount (Float)

    • :type (Merge::Accounting::PaymentTypeEnum)

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

    • :accounting_period (Hash)

    • :applied_to_lines (Array<Merge::Accounting::PaymentRequestAppliedToLinesItem>)

    • :integration_params (Hash=> Object)

    • :linked_account_params (Hash=> Object)

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

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

Returns:



538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
# File 'lib/merge_ruby_client/accounting/payments/client.rb', line 538

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/payments"
    end
    Merge::Accounting::PaymentResponse.from_json(json_object: response.body)
  end
end

#line_items_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.payments.line_items_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:



686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
# File 'lib/merge_ruby_client/accounting/payments/client.rb', line 686

def line_items_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/payments/line-items/remote-field-classes"
    end
    Merge::Accounting::PaginatedRemoteFieldClassList.from_json(json_object: response.body)
  end
end

#list(account_id: nil, company_id: nil, contact_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::PaginatedPaymentList

Returns a list of ‘Payment` objects.

Examples:

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

Parameters:

  • account_id (String) (defaults to: nil)

    If provided, will only return payments for this account.

  • company_id (String) (defaults to: nil)

    If provided, will only return payments for this company.

  • contact_id (String) (defaults to: nil)

    If provided, will only return payments for this contact.

  • 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::Payments::PaymentsListRequestExpand) (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:



468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
# File 'lib/merge_ruby_client/accounting/payments/client.rb', line 468

def list(account_id: nil, company_id: nil, contact_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 || {}),
        "account_id": ,
        "company_id": company_id,
        "contact_id": contact_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/payments"
    end
    Merge::Accounting::PaginatedPaymentList.from_json(json_object: response.body)
  end
end

#meta_patch_retrieve(id:, request_options: nil) ⇒ Merge::Accounting::MetaResponse

Returns metadata for ‘Payment` PATCHs.

Examples:

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

Parameters:

Returns:



729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
# File 'lib/merge_ruby_client/accounting/payments/client.rb', line 729

def meta_patch_retrieve(id:, 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/payments/meta/patch/#{id}"
    end
    Merge::Accounting::MetaResponse.from_json(json_object: response.body)
  end
end

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

Returns metadata for ‘Payment` POSTs.

Examples:

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

Parameters:

Returns:



763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
# File 'lib/merge_ruby_client/accounting/payments/client.rb', line 763

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/payments/meta/post"
    end
    Merge::Accounting::MetaResponse.from_json(json_object: response.body)
  end
end

#partial_update(id:, model:, is_debug_mode: nil, run_async: nil, request_options: nil) ⇒ Merge::Accounting::PaymentResponse

Updates a ‘Payment` 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.payments.partial_update(id: "id", model: {  })

Parameters:

  • id (String)
  • 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::PatchedPaymentRequest, as a Hash

    • :transaction_date (DateTime)

    • :contact (Hash)

    • :account (Hash)

    • :payment_method (Hash)

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

    • :exchange_rate (String)

    • :company (Hash)

    • :total_amount (Float)

    • :type (Merge::Accounting::PaymentTypeEnum)

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

    • :accounting_period (Hash)

    • :applied_to_lines (Array<Merge::Accounting::PatchedPaymentRequestAppliedToLinesItem>)

    • :integration_params (Hash=> Object)

    • :linked_account_params (Hash=> Object)

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

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

Returns:



639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
# File 'lib/merge_ruby_client/accounting/payments/client.rb', line 639

def partial_update(id:, model:, is_debug_mode: nil, run_async: nil, request_options: nil)
  Async do
    response = @request_client.conn.patch 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/payments/#{id}"
    end
    Merge::Accounting::PaymentResponse.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.payments.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:



810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
# File 'lib/merge_ruby_client/accounting/payments/client.rb', line 810

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/payments/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::Payment

Returns a ‘Payment` 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.payments.retrieve(id: "id")

Parameters:

  • id (String)
  • expand (Merge::Accounting::Payments::PaymentsRetrieveRequestExpand) (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:



581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
# File 'lib/merge_ruby_client/accounting/payments/client.rb', line 581

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/payments/#{id}"
    end
    Merge::Accounting::Payment.from_json(json_object: response.body)
  end
end