Avatax

This gem is a work in progress for providing a ruby client for Avatax REST api v2. See: http://developer.avalara.com/avatax/api-reference/tax/v2/

Installation

Add this line to your application's Gemfile:

gem 'avatax-ruby', git: 'git@github.com:skukx/avatax.git'

gem 'avatax-ruby'

And then execute:

$ bundle

Usage

Setting Up the client

client = Avatax::Client.new(
    username: 'avatax_user',
    password: 'avatax_password',
    logger: Logger.new(STDOUT),
    env: :sandbox
)

The env can be set to :sandbox or :production.

Estimating Taxes

##
# Estimate by address
# @see http://developer.avalara.com/avatax/api-reference/tax/v2/TaxRates/#ApiV2TaxratesByaddressGet
#
params = {
    line1: '350 State St.',
    city: 'Salt Lake City',
    region: 'CA',
    postalCode: '84111',
    country: 'US'
}
resp = client.tax_rates.get(:by_address, params)

##
# Estimate by postal code
# @see http://developer.avalara.com/avatax/api-reference/tax/v2/TaxRates/#ApiV2TaxratesBypostalcodeGet
#
params = { country: 'US', postalCode: '84111' }
resp = client.tax_rates.get(:by_postal_code, params)

resp.success? # => true

Transactions

Get all transactions within a company.

client.transactions.all('my_company')

Find a transaction by code

client.transactions.find_by_code('my_company', 'transaction_code')

Find a transaction by avatax id.

client.transactions.find_by_id('my_company', '123')

Adjust an existing transaction.

params = {
  adjustmentReason: 8,
  adjustmentDescription: 'New line item.',
  new_transaction: { ... }
}

client.transactions.adjust('my_company', 'my_code', params)

Change a transaction code

params = { newCode: 'my_new_code' }
client.transactions.change_code('my_company', 'my_code', params)

Commit a transaction

By default, if not present, the post request will contain the body { commit: true }

client.transactions.commit('my_company', 'my_code')

Settle a transaction

This call can perform multiple actions on a transaction. See avatax docs for more information.

params = { ... }
client.transactions.settle('my_company', 'my_code', params)

Void a transaction.

client.transactions.void('my_company', 'my_code')

Create a transaction

params = {
  code: 'my_code',
  type: 'SalesInvoice',
  companyCode: 'my_company',
  date: Date.current.to_s,
  customerCode: 1,
  discount: 0.00,
  addresses: {
    ShipTo: {
      line1: '50 Main street',
      city: 'Salt Lake City',
      region: 'UT',
      country: 'US',
      postalCode: '84144'
    }
  },
  lines: [
    {
      amount: 9.99,
      quantity: 1
    }
  ]
}

client.transactions.create(params)

Development

After checking out the repo, run bin/setup to install dependencies. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and tags, and push the .gem file to rubygems.org.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/[USERNAME]/avatax.

License

The gem is available as open source under the terms of the MIT License.