xero-ruby

Xero Ruby SDK for OAuth 2.0 generated from Xero API OpenAPI Spec.

Documentation

Xero Ruby SDK supports Xero's OAuth2.0 authentication and the following Xero API sets.

API Client Docs

* Core Accounting Api Docs

• Asset Api Docs
• Project Api Docs
• Files Api Docs
• Payroll Docs (AU)
• Payroll Docs (NZ)
• Payroll Docs (UK)

API Model Docs

• XeroRuby Models Docs

Sample Apps

We have two apps showing SDK usage.

• https://github.com/XeroAPI/xero-ruby-oauth2-starter (Sinatra - session based / getting started)
• https://github.com/XeroAPI/xero-ruby-oauth2-app (Rails - token management / full examples)

---

Installation

To install this gem to your current gemset.

gem install 'xero-ruby'

Or add to your gemfile and run bundle install.

gem 'xero-ruby'

Getting Started

• Create a free Xero user account
• Login to your Xero developer /myapps dashboard & create an API application and note your API app's credentials.

Creating a client

• Get the credential values from an API application at https://developer.xero.com/myapps/.
• Include neccesary scopes as a space-seperated list
  • example => "openid profile email accounting.transactions accounting.settings" require 'xero-ruby' ruby creds = { client_id: ENV['CLIENT_ID'], client_secret: ENV['CLIENT_SECRET'], redirect_uri: ENV['REDIRECT_URI'], scopes: ENV['SCOPES'], state: "this-can-be-a-custom-state-parameter" # optional } xero_client ||= XeroRuby::ApiClient.new(credentials: creds)

User Authorization & Callback

All API requests require a valid access token to be set on the client.

To generate a valid token_set send a user to the authorization_url:

@authorization_url = xero_client.authorization_url

redirect_to @authorization_url

Xero will then redirect back to the URI defined in your redirect_uri config.

This must match **exactly* with the variable in your /myapps dashboard.*

In your callback, calling get_token_set_from_callback will exchange the temporary code Xero return, with a valid token_set that you can use to make API calls.

# => http://localhost:3000/oauth/callback

token_set = xero_client.get_token_set_from_callback(params)

# save token_set JSON in a datastore in relation to the user authentication

puts params['state']
=> "this-can-be-a-custom-state-parameter"

Making API calls once you have a token_set

Once you already have a token_set stored from this initual user interaction, you can setup a new client by passing the whole token_set to refresh_token_set or set_token_set.

xero_client.set_token_set(user.token_set)

xero_client.refresh_token_set(user.token_set)
# this will set the access_token on the client, and return a refreshed `token_set` you need to save.

A token_set contains data about your API connection most importantly :

• access_token
• refresh_token
• expiry

An access_token is valid 30 minutes and a refresh_token is valid for 60 days

Example Token set:

You can decode the id_token & access_token for additional metadata by using a decoding library:

{
  "id_token": "xxx.yyy.zz",
  "access_token": "xxx.yyy.zzz",
  "expires_in": 1800,
  "token_type": "Bearer",
  "refresh_token": "xxxxxx",
  "scope": "email profile openid accounting.transactions offline_access"
}

Token & SDK Helpers

Refresh/connection helpers

@token_set = xero_client.refresh_token_set(user.token_set)

# Xero's tokens can potentially facilitate (n) org connections in a single token.
# It is important to store the `tenantId` of the Organisation your user wants to read/write data.

# The `updatedDateUtc` will show you the most recently authorized Tenant (AKA Organisation)
connections = xero_client.connections
[{
  "id" => "xxx-yyy-zzz",
  "tenantId" => "xxx-yyy-zzz",
  "tenantType" => "ORGANISATION",
  "tenantName" => "Demo Company (US)",
  "createdDateUtc" => "2019-11-01T20:08:03.0766400",
  "updatedDateUtc" => "2020-04-15T22:37:10.4943410"
}]

# To completely Revoke a user's access token and all their connections
# pass in the users token set to the #revoke_token api_client method

xero_client.revoke_token(user.token_set)

# disconnect an org from a user's connections. Pass the connection ['id'] not ['tenantId'].
# Useful if you want to enforce only a single org connection per token.
remaining_connections = xero_client.disconnect(connections[0]['id'])

# set a refreshed token_set
token_set = xero_client.set_token_set(user.token_set)

# access token_set once it is set on the client
token_set = xero_client.token_set

Example token expiry helper

require 'jwt'

def token_expired?
  token_expiry = Time.at(decoded_access_token['exp'])
  token_expiry < Time.now
end

def decoded_access_token
  JWT.decode(token_set['access_token'], nil, false)[0]
end

API Usage

Accounting API

https://xeroapi.github.io/xero-ruby/accounting/index.html

require 'xero-ruby'

xero_client.refresh_token_set(user.token_set)

tenant_id = user.active_tenant_id

example of how to store the tenantId of the specific tenant (aka organisation)

Get Accounts

accounts = xero_client.accounting_api.get_accounts(tenant_id).accounts

Create Invoice

invoices = { invoices: [{ type: XeroRuby::Accounting::Invoice::ACCREC, contact: { contact_id: contacts[0].contact_id }, line_items: [{ description: "Big Agency", quantity: BigDecimal("2.0"), unit_amount: BigDecimal("50.99"), account_code: "600", tax_type: XeroRuby::Accounting::TaxType::NONE }], date: "2019-03-11", due_date: "2018-12-10", reference: "Website Design", status: XeroRuby::Accounting::Invoice::DRAFT }]} invoice = xero_client.accounting_api.create_invoices(tenant_id, invoices).invoices.first

display out all the serialized data as a hash

puts invoices.to_attributes => 'ACCREC', line_items: [...]

Create History

payment = xero_client.accounting_api.get_payments(tenant_id).payments.first history_records = { history_records: [{ details: "This payment now has some History!" }]} payment_history = xero_client.accounting_api.create_payment_history(tenant_id, payment.payment_id, history_records)

Create Attachment

account = xero_client.accounting_api.get_accounts(tenant_id).accounts.first file_name = "an-account-filename.png" opts = { include_online: true } file = File.read(Rails.root.join('app/assets/images/xero-api.png')) attachment = xero_client.accounting_api.create_account_attachment_by_file_name(tenant_id, @account.account_id, file_name, file, opts)

### Assets API
> https://github.com/XeroAPI/xero-ruby/blob/master/accounting/lib/xero-ruby/api/asset_api.rb
```ruby
asset = {
  "assetName": "AssetName: #{rand(10000)}",
  "assetNumber": "Asset: #{rand(10000)}",
  "assetStatus": "DRAFT"
}
asset = xero_client.asset_api.create_asset(tenant_id, asset)

Project API

https://github.com/XeroAPI/xero-ruby/blob/master/docs/projects/ProjectApi.md

projects = xero_client.project_api.get_projects(tenant_id).items

Files API

https://github.com/XeroAPI/xero-ruby/blob/master/docs/files/FileApi.md

opts = {
  pagesize: 50, # Integer | pass an optional page size value
  page: 2, # Integer | number of records to skip for pagination
  sort: 'CreatedDateUTC DESC' # String | values to sort by
}

files = xero_client.files_api.get_files(tenant_id, opts).files

### Payroll API(s)
```ruby
# https://github.com/XeroAPI/xero-ruby/blob/master/docs/payroll_au/PayrollAuApi.md
employee_id = 'employee_uuid'
employee = xero_client.payroll_au_api.get_employee(tenant_id, employee_id).employee


# https://github.com/XeroAPI/xero-ruby/blob/master/docs/payroll_nz/PayrollNzApi.md
timesheet_id = 'timesheeet_uuid'
timesheet = xero_client.payroll_nz_api.approve_timesheet(tenant_id, timesheet_id).timesheets


# https://github.com/XeroAPI/xero-ruby/blob/master/docs/payroll_uk/PayrollUkApi.md
employee_id = 'employee_uuid'
wages = xero_client.payroll_uk_api.get_employee_salary_and_wages(tenant_id, employee_id, opts).salary_and_wages

BigDecimal

All monetary and fields and a couple quantity fields utilize BigDecimal

  puts invoice.unit_amount
  => 0.2099e2

  puts invoice.unit_amount.class 
  => BigDecimal

  puts invoice.unit_amount.to_s("F")
  => "20.99"

  # Rails method-number_to_currency
  number_to_currency(invoice.unit_amount, :unit => "$")

Querying & Filtering

Examples for the opts (options) parameters most endpoints support. This is an area of focus and improvement. If you have a complex filering/sorting/where usage that is not supported please open an issue.

# Invoices
 opts = {
  page: 1,
  where: {
    type: ['=', XeroRuby::Accounting::Invoice::ACCREC],
    fully_paid_on_date: (DateTime.now - 6.month)..DateTime.now,
    amount_due: ['>=', 0],
    reference: ['=', "Website Design"],
    invoice_number: ['=', "INV-0001"],
    contact_id: ['=', 'contact-uuid-xxxx-xxx-xxxxxxx'],
    contact_number: ['=', "the-contact-number"],
    # date: (DateTime.now - 2.year)..DateTime.now
    # ▲ you can pass a range ▼ or a date & operator
    date: ['>=', DateTime.now - 2.year],
    status: ['=', XeroRuby::Accounting::Invoice::PAID]
  }
}
xero_client.accounting_api.get_invoices(tenant_id, opts).invoices

# Contacts 
opts = {
  if_modified_since: (DateTime.now - 1.weeks).to_s,
  # ▼ ordering by strings needs PascalCase convention
  order: 'UpdatedDateUtc DESC',
  where: {
    is_customer: ['==', true],
    is_supplier: ['==', true],
    name: ['StartsWith', 'Rick']
  }
}
xero_client.accounting_api.get_contacts(tenant_id, opts).contacts

# for more complex where filtering that requires a null check, pass those in as a string
# see https://developer.xero.com/documentation/api/requests-and-responses for more

opts = {
  where: {
    email_address: '!=null&&EmailAddress.StartsWith("chris.knight@")'
  }
}

# Bank Transactions
opts = {
  if_modified_since: (DateTime.now - 1.year).to_s,
  where: { type: ['==', XeroRuby::Accounting::BankTransaction::SPEND] },
  order: 'UpdatedDateUtc DESC',
  page: 2,
  unitdp: 4 # (Unit Decimal Places)
}
xero_client.accounting_api.get_bank_transactions(tenant_id, opts).bank_transactions

# Bank Transfers
opts = {
  if_modified_since: (DateTime.now - 1.month).to_s,
  where: {
    amount: [">=" , 999.99]
  },
  order: 'Amount ASC'
}
xero_client.accounting_api.get_bank_transfers(tenant_id, opts).bank_transfers

NOTE

1) Not all opts parameter combinations are available for all endpoints, and there are likely some undiscovered edge cases. If you encounter a filter / sort / where clause that seems buggy open an issue and we will dig.

2) Some opts string values may need PascalCasing to match casing defined in our core API docs.

• opts = { order: 'UpdatedDateUtc DESC'}

3) If you have use cases outside of these examples let us know.

Sample App

The best resource to understanding how to best leverage this SDK is the sample applications showing all the features of the gem.

https://github.com/XeroAPI/xero-ruby-oauth2-starter (Sinatra - simple getting started) https://github.com/XeroAPI/xero-ruby-oauth2-app (Rails - full featured examples)

Contributing

Most of the repo code is auto generated but PR's on issues you encounter are highly encouraged. Xero maintainers will re-incorporate them back into the core SDK build. To develop this gem locally against your project you can use the following development pattern:

xero-ruby

gem build
mv xero-ruby-<vsn>.gem xero-ruby.gem
pwd
=> /Users/your.user/code/sdks/xero-ruby/

https://github.com/XeroAPI/xero-ruby-oauth2-app Replace gem file with local path:

gem 'xero-ruby', path: '/Users/your.user/code/sdks/xero-ruby/'
bundle install

Testing

• rspec spec/