Class: CompaniesClient

Inherits:
Object
  • Object
show all
Defined in:
lib/lockstep_sdk/clients/companies_client.rb

Instance Method Summary collapse

Constructor Details

#initialize(connection) ⇒ CompaniesClient

Initialize the CompaniesClient class with an API client instance.



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# File 'lib/lockstep_sdk/clients/companies_client.rb', line 22

def initialize(connection)
    @connection = connection
end

Instance Method Details

#create_companies(body:) ⇒ Object

Creates one or more Companies from a given model.

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.



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# File 'lib/lockstep_sdk/clients/companies_client.rb', line 79

def create_companies(body:)
    path = "/api/v1/Companies"
    @connection.request(:post, path, body, nil)
end

#delete_companies(body:) ⇒ Object

Delete the Companies referred to by these unique identifiers.

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.



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# File 'lib/lockstep_sdk/clients/companies_client.rb', line 92

def delete_companies(body:)
    path = "/api/v1/Companies"
    @connection.request(:delete, path, body, nil)
end

#delete_company(id:) ⇒ Object

Delete the Company referred to by this unique identifier.

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.



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# File 'lib/lockstep_sdk/clients/companies_client.rb', line 66

def delete_company(id:)
    path = "/api/v1/Companies/#{id}"
    @connection.request(:delete, path, nil, nil)
end

#query_companies(filter:, include_param:, order:, page_size:, page_number:) ⇒ Object

Queries Companies for this account using the specified filtering, sorting, nested fetch, and pagination rules requested.

More information on querying can be found on the [Searchlight Query Language](developer.lockstep.io/docs/querying-with-searchlight) page on the Lockstep Developer website.

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.



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# File 'lib/lockstep_sdk/clients/companies_client.rb', line 111

def query_companies(filter:, include_param:, order:, page_size:, page_number:)
    path = "/api/v1/Companies/query"
    params = {:filter => filter, :include => include_param, :order => order, :pageSize => page_size, :pageNumber => page_number}
    @connection.request(:get, path, nil, params)
end

#query_customer_summary(filter:, include_param:, order:, page_size:, page_number:, report_date:) ⇒ Object

Queries Customer Summaries for this account using the specified filtering, sorting, nested fetch, and pagination rules requested.

More information on querying can be found on the [Searchlight Query Language](developer.lockstep.io/docs/querying-with-searchlight) page on the Lockstep Developer website.

The Customer Summary View represents a slightly different view of the data and includes some extra fields that might be useful. For more information, see the data format of the Customer Summary Model.

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



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# File 'lib/lockstep_sdk/clients/companies_client.rb', line 132

def query_customer_summary(filter:, include_param:, order:, page_size:, page_number:, report_date:)
    path = "/api/v1/Companies/views/customer-summary"
    params = {:filter => filter, :include => include_param, :order => order, :pageSize => page_size, :pageNumber => page_number, :reportDate => report_date}
    @connection.request(:get, path, nil, params)
end

#query_vendor_summary(filter:, include_param:, order:, page_size:, page_number:, report_date:) ⇒ Object

Queries Vendor Summaries for this account using the specified filtering, sorting, nested fetch, and pagination rules requested.

More information on querying can be found on the [Searchlight Query Language](developer.lockstep.io/docs/querying-with-searchlight) page on the Lockstep Developer website.

The Vendor Summary View represents a slightly different view of the data and includes some extra fields that might be useful. For more information, see the data format of the Vendor Summary Model.

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



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# File 'lib/lockstep_sdk/clients/companies_client.rb', line 153

def query_vendor_summary(filter:, include_param:, order:, page_size:, page_number:, report_date:)
    path = "/api/v1/Companies/views/vendor-summary"
    params = {:filter => filter, :include => include_param, :order => order, :pageSize => page_size, :pageNumber => page_number, :reportDate => report_date}
    @connection.request(:get, path, nil, params)
end

#retrieve_company(id:, include_param:) ⇒ Object

Retrieves the Company specified by this unique identifier, optionally including nested data sets.

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.



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# File 'lib/lockstep_sdk/clients/companies_client.rb', line 36

def retrieve_company(id:, include_param:)
    path = "/api/v1/Companies/#{id}"
    params = {:include => include_param}
    @connection.request(:get, path, nil, params)
end

#retrieve_company_detail(id:) ⇒ Object

Retrieves the Company Details specified by this unique identifier, optionally including nested data sets.

The Company Detail View represents a slightly different view of the data and includes some extra fields that might be useful. For more information, see the data format of the Company Detail Model.

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



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# File 'lib/lockstep_sdk/clients/companies_client.rb', line 167

def retrieve_company_detail(id:)
    path = "/api/v1/Companies/views/details/#{id}"
    @connection.request(:get, path, nil, nil)
end

#set_company_logo(id:, min_x:, min_y:, width:, height:, filename:) ⇒ Object

Sets the logo for specified company. The logo will be stored in the Lockstep Platform and will be **publicly accessible**.

.jpg, .jpeg, .png, and .webp are supported. 2MB maximum. If no logo is uploaded, the existing logo will be deleted.

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.

Optional view box meta data for the provided logo may be supplied using the following query parameters. Please note that you must supply either all of the values or none of the values. <ul><li>min_x</li><li>min_y</li><li>width</li><li>height</li></ul>

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



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# File 'lib/lockstep_sdk/clients/companies_client.rb', line 189

def (id:, min_x:, min_y:, width:, height:, filename:)
    path = "/api/v1/Companies/#{id}/logo"
    params = {:min_x => min_x, :min_y => min_y, :width => width, :height => height}
    @connection.request(:post, path, nil, params)
end

#update_company(id:, body:) ⇒ Object

Updates a Company that matches the specified id with the requested information.

The PATCH method allows you to change specific values on the object while leaving other values alone. As input you should supply a list of field names and new values. If you do not provide the name of a field, that field will remain unchanged. This allows you to ensure that you are only updating the specific fields desired.

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.



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# File 'lib/lockstep_sdk/clients/companies_client.rb', line 53

def update_company(id:, body:)
    path = "/api/v1/Companies/#{id}"
    @connection.request(:patch, path, body.to_camelback_keys.to_json, nil)
end

#update_logo_view_box_settings(id:, body:) ⇒ Object

Update view box meta data for the given Company id.



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# File 'lib/lockstep_sdk/clients/companies_client.rb', line 200

def update_logo_view_box_settings(id:, body:)
    path = "/api/v1/Companies/#{id}/logo-settings"
    @connection.request(:patch, path, body, nil)
end