quaderno-ruby

Quaderno-ruby is a ruby wrapper for the Quaderno API.

Current version is 3.0.0 → See the changelog here.

To learn more about our API and ecosystem, check developers.quaderno.io.

Installation & Configuration

To install add the following to your Gemfile:

  gem 'quaderno', require: 'quaderno-ruby'

To configure just add this to your initializers

  Quaderno::Base.configure do |config|
    config.auth_token = 'my_authenticate_token'
    config.url = 'https://my_subdomain.quadernoapp.com/api/'
    config.api_version = API_VERSION # Optional, defaults to the API version set in your account
    config.user_agent_header = 'my custom user agent' # Optional, will make support for your account more efficient if you are doing oauth integrations
  end

Quaderno Sandbox

Quaderno Sandbox is our public staging environment, a safe space to experiment with our set of APIs and products. As a complete separate environment, it has it's own URL https://sandbox-quadernoapp.com and credentials.

It's perfect for your first steps with our tools. Please check https://developers.quaderno.io/dev_tools/sandbox to learn about its test data and limitations.

Get authorization data

You can get your account subdomain by grabbing it from your account url or by calling the authorization method with your personal api token.

  response = Quaderno::Base.authorization 'my_authenticate_token', environment #=> Quaderno::Base
  response.identity # => {"id"=>737000, "name"=>"Walter White", "email"=>"cooking@br.bd", "href"=>"https://my_subdomain.quadernoapp.com/api/"}

Note that environment is an optional argument. By passing :sandbox, you will retrieve your credentials for the sandbox environment and not for production.

This will return a hash with the information about your api url, which includes the account subdomain.

Ping the service

You can ping the service in order to check if it is up with:

  response = Quaderno::Base.ping #=> Quaderno::Base

  response.status #=> Boolean

This will return status: true if the service is up or status: false if it is not.

Check the rate limit

  response = Quaderno::Base.ping #=> Quaderno::Base
  response.rate_limit_info #=>  { :reset=> 4, :remaining=> 0 }

This will return a hash with information about the seconds until the rate limit reset and your remaining requests per minute (check the API documentation for more information).

You can also check the rate limit for each request by checking the rate_limit_info method on the response:

  invoices = Quaderno::Invoice.all #=> Quaderno::Collection
  invoices.rate_limit_info #=> {:reset=> 5, :remaning=>6}

  invoice = Quaderno::Invoice.find INVOICE_ID #=> Quaderno::Invoice
  invoice.rate_limit_info #=> {:reset=>4, :remaining=>5}

  result = invoice.deliver #=> Quaderno::Base
  result.rate_limit_info #=> {:reset=>3, :remaining=>4}

  begin
    deleted_invoice = Quaderno::Invoice.delete(ANOTHER_INVOICE_ID) #=> Quaderno::Invoice
  rescue Quaderno::Exceptions::InvalidSubdomainOrToken => e
    # If the exception is triggered you can check the rate limit on the raised exception
    e.rate_limit_info #=> {:reset=>2, :remaining=>3}
  end

  deleted_invoice.rate_limit_info #=> {:reset=>2, :remaining=>3}

  # etc.

Reading the values

Quaderno-ruby parses all the json responses in human readable data, so you can access each value just like this:

  contact.id
  invoice.items
  estimates.payments
  etc.

Managing contacts

Getting contacts

 Quaderno::Contact.all #=> Array

will return an array with all your contacts. You can also pass query strings using the attribute :q in order to filter the results by contact name. For example:

 Quaderno::Contact.all(q: 'John Doe') #=> Array

Finding a contact

 Quaderno::Contact.find(id) #=> Quaderno::Contact

will return the contact with the id passed as parameter.

Retrieving a contact by its payment gateway customer ID

 Quaderno::Contact.retrieve(PAYMENT_GATEWAY_CUSTOMER_ID, PAYMENT_GATEWAY) #=> Quaderno::Contact

will return the contact with the customer id passed as parameter.

Creating a new contact

 Quaderno::Contact.create(params) #=> Quaderno::Contact

will create a contact using the information of the hash passed as parameter and return an instance of Quaderno::Contact with the created contact.

Updating an existing contact

 Quaderno::Contact.update(id, params) #=> Quaderno::Contact

will update the specified contact with the data of the hash passed as second parameter.

Deleting a contact

  Quaderno::Contact.delete(id) #=> Quaderno::Contact

will delete the contact with the id passed as parameter. If the deletion was successful, an instance of Quaderno::Contact with the deleted attribute set to true will be returned.

Managing items

Getting items

  Quaderno::Item.all #=> Array

will return an array with all your items.

Finding an item

  Quaderno::Item.find(id) #=> Quaderno::Item

will return the items with the id passed as parameter.

Creating a new item

 Quaderno::Item.create(params) #=> Quaderno::Item

will create an item using the information of the hash passed as parameter and return an instance of Quaderno::Item with the created contact.

Updating an existing item

 Quaderno::Item.update(id, params) #=> Quaderno::Item

will update the specified item with the data of the hash passed as second parameter.

Deleting an item

  Quaderno::Item.delete(id) #=> Quaderno::Item

will delete the item with the id passed as parameter. If the deletion was successful, an instance of Quaderno::Item with the deleted attribute set to true will be returned.

Managing transactions

Creating a new transaction

  Quaderno::Transaction.create(params) #=> Quaderno::Transaction

will create a sale or refund transaction using the information of the hash passed as parameter.

Managing invoices

Getting invoices

  Quaderno::Invoice.all #=> Array

will return an array with all your invoices. You can also pass query strings using the attribute :q in order to filter the results by contact name, :state to filter by state or :date to filter by date

Finding an invoice

  Quaderno::Invoice.find(id) #=> Quaderno::Invoice

will return the invoice with the id passed as parameter.

Retrieving an invoice by its payment gateway transaction ID

 Quaderno::Invoice.retrieve(PAYMENT_GATEWAY_TRANSACTION_ID, PAYMENT_GATEWAY) #=> Quaderno::Invoice

will return the invoice with the transaction id passed as parameter.

Creating a new invoice

  Quaderno::Invoice.create(params) #=> Quaderno::Invoice

will create an invoice using the information of the hash passed as parameter.

Updating an existing invoice

  Quaderno::Invoice.update(id, params) #=> Quaderno::Invoice

will update the specified invoice with the data of the hash passed as second parameter.

Deleting an invoice

  Quaderno::Invoice.delete(id) #=> Quaderno::Invoice

will delete the invoice with the id passed as parameter. If the deletion was successful, an instance of Quaderno::Item with the deleted attribute set to true will be returned.

Adding or removing a payment

In order to add a payment you will need the Invoice instance you want to update.

  invoice = Quaderno::Invoice.find(invoice_id)
  invoice.add_payment(params) #=> Quaderno::Payment

Where params is a hash with the payment information. The method will return an instance of Quaderno::Payment wich contains the information of the payment.

In order to remove a payment you will need the Invoice instance you want to update.

  invoice = Quaderno::Invoice.find(invoice_id)
  invoice.remove_payment(payment_id) #=> Boolean

Delivering the invoice

In order to deliver the invoice to the default recipient you will need the invoice you want to send.

  invoice = Quaderno::Invoice.find(invoice_id)
  result = invoice.deliver #=> Quaderno::Base

  result.success #=> Boolean

Managing credits

Getting credits

  Quaderno::Credit.all #=> Array

will return an array with all your credit notes. You can also pass query strings using the attribute :q in order to filter the results by contact name, :state to filter by state or :date to filter by date

Finding a credit

  Quaderno::Credit.find(id) #=> Quaderno::Credit

will return the credit with the id passed as parameter.

Retrieving a credit by its payment gateway transaction ID

 Quaderno::Credit.retrieve(PAYMENT_GATEWAY_TRANSACTION_ID, PAYMENT_GATEWAY) #=> Quaderno::Credit

will return the credit note with the transaction id passed as parameter.

Creating a new credit

  Quaderno::Credit.create(invoice_id: 42) #=> Quaderno::Credit

will create a credit from the invoice specified in the parameter.

Updating an existing credit

  Quaderno::Credit.update(id, params) #=> Quaderno::Credit

will update the specified credit with the data of the hash passed as second parameter.

Deleting a credit

  Quaderno::Credit.delete(id) #=> Quaderno::Credit

will delete the credit with the id passed as parameter. If the deletion was successful, an instance of Quaderno::Credit with the deleted attribute set to true will be returned.

Adding or removing a payment

In order to add a payment you will need the Credit instance you want to update.

  credit = Quaderno::Credit.find(credit_id)
  credit.add_payment(params) #=> Quaderno::Payment

Where params is a hash with the payment information. The method will return an instance of Quaderno::Payment wich contains the information of the payment.

In order to remove a payment you will need the Credit instance you want to update.

  credit = Quaderno::Credit.find(credit_id)
  credit.remove_payment(payment_id) #=> Quaderno::Payment

If the deletion was successful, an instance of Quaderno::Payment with the deleted attribute set to true will be returned.

Delivering the credit

In order to deliver the credit to the default recipient you will need the credit you want to send.

  credit = Quaderno::Credit.find(credit_id)
  result = credit.deliver #=> Quaderno::Base

  result.success #=> Boolean

Managing estimates

Getting estimates

  Quaderno::Estimate.all #=> Array

will return an array with all your estimates.

Finding an estimate

  Quaderno::Estimate.find(id) #=> Quaderno::Estimate

will return the estimate with the id passed as parameter.

Creating a new estimate

  Quaderno::Estimate.create(params) #=> Quaderno::Estimate

will create an estimate using the information of the hash passed as parameter.

Updating an existing estimate

  Quaderno::Estimate.update(id, params)

will update the specified estimate with the data of the hash passed as second parameter.

Deleting an estimate

  Quaderno::Estimate.delete(id) #=> Quaderno::Estimate

will delete the estimate with the id passed as parameter. If the deletion was successful, an instance of Quaderno::Contact with the deleted attribute set to true will be returned.

Adding or removing a payment

In order to add a payment you will need the estimate you want to update.

  estimate = Quaderno::Estimate.find(estimate_id)
  estimate.add_payment(params) #=> Quaderno::Payment

Where params is a hash with the payment information. The method will return an instance of Quaderno::Payment wich contains the information of the payment.

In order to remove a payment you will need the estimate you want to update.

  estimate = Quaderno::Estimate.find(estimate_id)
  estimate.remove_payment(payment_id) #=> Boolean

Delivering the estimate

In order to deliver the estimate to the default recipient you will need the estimate you want to send.

  estimate = Quaderno::Estimate.find(estimate_id)
  result = estimate.deliver #=> Quaderno::Base

  result.success #=> Boolean

Managing expenses

Getting expenses

 Quaderno::Expense.all #=> Array

will return an array with all your expenses. You can also pass query strings using the attribute :q in order to filter the results by contact name, :state to filter by state or :date to filter by date.

Finding an expense

 Quaderno::Expense.find(id) #=> Quaderno::Expense

will return the expense with the id passed as parameter.

Creating a new expense

 Quaderno::Expense.create(params) #=> Quaderno::Expense

will create an expense using the information of the hash passed as parameter and return an instance of Quaderno::Expense with the created expense.

Updating an existing expense

 Quaderno::Expense.update(id, params) #=> Quaderno::Expense

will update the specified expense with the data of the hash passed as second parameter.

Deleting an expense

  Quaderno::Expense.delete(id) #=> Quaderno::Expense

will delete the expense with the id passed as parameter. If the deletion was successful, an instance of Quaderno::Expense with the deleted attribute set to true will be returned.

Managing recurrings

Getting recurrings

  Quaderno::Recurring.all #=> Array

will return an array with all your recurring notes. You can also pass query strings using the attribute :q in order to filter the results by contact name, :state to filter by state or :date to filter by date

Finding a recurring

  Quaderno::Recurring.find(id) #=> Quaderno::Recurring

will return the recurring with the id passed as parameter.

Creating a new recurring

  Quaderno::Recurring.create(params) #=> Quaderno::Recurring

will create a recurring using the information of the hash passed as parameter.

Updating an existing recurring

  Quaderno::Recurring.update(id, params) #=> Quaderno::Recurring

will update the specified recurring with the data of the hash passed as second parameter.

Deleting a recurring

  Quaderno::Recurring.delete(id) #=> Quaderno::Recurring

will delete the recurring with the id passed as parameter. If the deletion was successful, an instance of Quaderno::Recurring with the deleted attribute set to true will be returned.

Managing webhooks

Getting webhooks

 Quaderno::Webhook.all #=> Array

will return an array with all the webhooks you have subscribed.

Finding a webhook

 Quaderno::Webhook.find(id) #=> Quaderno::Webhook

will return the webhook with the id passed as parameter.

Creating a new webhook

 Quaderno::Webhook.create(params) #=> Quaderno::Webhook

will create a webhook using the information of the hash passed as parameter and return an instance of Quaderno::Webhook with the created webhook.

Updating an existing webhook

 Quaderno::Webhook.update(id, params) #=> Quaderno::Webhook

will update the specified webhook with the data of the hash passed as second parameter.

Deleting a webhook

  Quaderno::Webhook.delete(id) #=> Quaderno::Webhook

will delete the webhook with the id passed as parameter. If the deletion was successful, an instance of Quaderno::Webhook with the deleted attribute set to true will be returned.

Tax rates

Calculating taxes

 Quaderno::TaxRate.calculate(params) #=> Quaderno::TaxRate

will calculate the taxes applied for a customer based on the data pased as parameters.

Tax jurisdictions

Listing tax jurisdictions

 Quaderno::TaxJurisdiction.all #=> Array

will return an array with all the tax jurisdictions supported in Quaderno.

Finding a tax jurisdiction

 Quaderno::TaxJurisdiction.find(id) #=> Quaderno::TaxJurisdiction

will return the tax jurisdiction with the id passed as parameter.

Tax codes

Listing tax codes

 Quaderno::TaxCode.all #=> Array

will return an array with all the tax codes supported in Quaderno.

Finding a tax jurisdiction

 Quaderno::TaxCode.find(id) #=> Quaderno::TaxCode

will return the tax code with the id passed as parameter.

Managing Tax ids

Getting tax ids

 Quaderno::TaxId.all #=> Array

will return an array with all the tax ids in the target account.

Finding a tax id

 Quaderno::TaxId.find(id) #=> Quaderno::TaxId

will return the tax id with the id passed as parameter.

Adding a new tax id

 Quaderno::TaxId.create(params) #=> Quaderno::TaxId

will create a tax id using the information of the hash passed as parameter and return an instance of Quaderno::TaxId with the created tax id.

Updating an existing tax id

 Quaderno::TaxId.update(id, params) #=> Quaderno::TaxId

will update the specified tax id with the data of the hash passed as second parameter.

Deleting a tax id

  Quaderno::TaxId.delete(id) #=> Quaderno::TaxId

will delete the tax id with the id passed as parameter. If the deletion was successful, an instance of Quaderno::TaxId with the deleted attribute set to true will be returned.

Validate a tax id

 country = 'IE'
 tax_id = 'IE6388047V'

 result = Quaderno::TaxId.validate(country, tax_id) #=> Quaderno::TaxId

 result.valid #=> Boolean or nil

will validate the tax ID or business number for the specified country.

Evidences

Creating location evidences

 Quaderno::Evidence.create(params) #=> Quaderno::Evidence

will create an evidence based on the data pased as parameters.

Checkout Sessions

Getting checkout sessions

 Quaderno::CheckoutSession.all #=> Array

will return an array with all the checkout sessions in your account.

Finding a checkout session

 Quaderno::CheckoutSession.find(id) #=> Quaderno::CheckoutSession

will return the checkout session with the id passed as parameter.

Creating a new checkout session

 Quaderno::CheckoutSession.create(params) #=> Quaderno::CheckoutSession

will create a checkout session using the information of the hash passed as parameter and return an instance of Quaderno::CheckoutSession with the created checout session.

Updating an existing checkout session

 Quaderno::CheckoutSession.update(id, params) #=> Quaderno::CheckoutSession

will update the specified checkout session with the data of the hash passed as second parameter.

Deleting a checkout session

  Quaderno::CheckoutSession.delete(id) #=> Quaderno::CheckoutSession

will delete the checkout session with the id passed as parameter. If the deletion was successful, an instance of Quaderno::CheckoutSession with the deleted attribute set to true will be returned.

Managing report requests

Getting report requests

  Quaderno::ReportRequest.all #=> Array

will return an array with all your report requests.

Finding a report request

  Quaderno::ReportRequest.find(id) #=> Quaderno::ReportRequest

will return the report request with the id passed as parameter.

Creating a new report request

  Quaderno::ReportRequest.create(params) #=> Quaderno::ReportRequest

will create a report request using the information of the hash passed as parameter and return an instance of Quaderno::ReportRequest with the created report request.

Connect: Managing custom accounts

Getting custom accounts

  Quaderno::Account.all #=> Array

will return an array with all your custom accounts

Finding a custom account

  Quaderno::Account.find(id) #=> Quaderno::Account

will return the account with the id passed as parameter.

Creating a new custom account

  Quaderno::Account.create(params) #=> Quaderno::Account

will create a custom account using the information of the hash passed as parameter.

Updating an existing custom account

  Quaderno::Account.update(id, params) #=> Quaderno::Account

will update the specified custom account with the data of the hash passed as second parameter.

Deactivating a custom account

  Quaderno::Account.deactivate(id) #=> Quaderno::Account

will deactivate the custom account with the id passed as parameter.

Activating a custom account

  Quaderno::Account.activate(id) #=> Quaderno::Account

will activate the custom account with the id passed as parameter.

Connect: Managing addresses

Getting addresses

  Quaderno::Address.all(access_token: ACCESS_TOKEN) #=> Array

will return an array with all the addresses of the target custom account

Finding a address

  Quaderno::Address.find(id, access_token: ACCESS_TOKEN) #=> Quaderno::Address

will return the address with the id passed as parameter.

Creating a new address

  Quaderno::Address.create(params.merge(access_token: ACCESS_TOKEN)) #=> Quaderno::Address

will add an address on the target custom account using the information of the hash passed as parameter.

Updating an existing address

  Quaderno::Address.update(id, params.merge(access_token: ACCESS_TOKEN)) #=> Quaderno::Address

will update the specified address with the data of the hash passed as second parameter.

Exceptions

Quaderno-ruby exceptions raise depending on the type of error:

  Quaderno::Exceptions::UnsupportedApiVersion # Raised when the API version set is not supported.

  Quaderno::Exceptions::InvalidSubdomainOrToken # Raised when the credentials are wrong, missing or do not match the permission for some object.

  Quaderno::Exceptions::InvalidID # Raised when the requested resource by ID does not exist in the account context.

  Quaderno::Exceptions::InvalidRequest # Raised when the requested requirements are not fulfilled.

  Quaderno::Exceptions::ThrottleLimitExceeded # Raised when the throttle limit is exceeded.

  Quaderno::Exceptions::RateLimitExceeded # Raised when the rate limit is exceeded.

  Quaderno::Exceptions::HasAssociatedDocuments # Raised when trying to delete a contact with associated documents.

  Quaderno::Exceptions::RequiredFieldsEmptyOrInvalid # Raised if the format of the request is right but some validations failed. You can JSON parse the exception message to get which field triggered the exception. For example: '{"errors":{"vat_number":["is not a valid German vat number"]}}'

  Quaderno::Exceptions::ServerError # Raised when Quaderno returns an HTTP response code of the 50X family. Try again later or contact support if the issue persists

All those exceptions inherit from Quaderno::Exceptions::BaseException.

You can inspect a the error response from the API by rescuing the exception and checking response_body:

begin
  Quaderno::Invoice.find WRONG_ID
rescue Quaderno::Exceptions::BaseException => e
  e.response_body # =>  {"error"=>"Unauthorized access or document does not exist."}
end

Pagination information

Whenever you call the all method on one of the classes, the result will be a Quaderno::Collection. For example:

collection = Quaderno::Contact.all

collection.class #=> Quaderno::Collection
collection.has_more? #=> true
collection.next_page #=> another instance of

The next_page method is an abstraction for the created_before parameter, which you may also use with the all method.

collection = Quaderno::Contact.all

Quaderno::Contact.all(created_before: collection.last.id)

You can also use the limit parameter to determine how many results to retrieve. Its default is 25, and Quaderno will cap the limit at 100.

collection = Quaderno::Contact.all(limit: 50)

collection.length #=> 50

Thread-safe configuration

If you are managing multiple accounts you may need a thread-safe way to configure the credentials. You can do it by passing the credentials on each request:

Quaderno::Invoice.all(
  api_url: 'https://my_subdomain.quadernoapp.com/api/',
  auth_token: 'my_authenticate_token'
)

Quaderno::Invoice.find(INVOICE_ID,
  api_url: 'https://my_subdomain.quadernoapp.com/api/',
  auth_token: 'my_authenticate_token'
)

Quaderno::Invoice.update(INVOICE_ID,
  po_number: '12345',
  api_url: 'https://my_subdomain.quadernoapp.com/api/',
  auth_token: 'my_authenticate_token'
)

invoice = Quaderno::Invoice.find(INVOICE_ID,
  api_url: 'https://my_subdomain.quadernoapp.com/api/',
  auth_token: 'my_authenticate_token'
)

invoice.add_payment(params) # Credentials are already stored on the Quaderno::Invoice instance from the first request

invoice = Quaderno::Invoice.find(INVOICE_ID,
  api_url: 'https://my_subdomain.quadernoapp.com/api/',
  auth_token: 'my_authenticate_token'
)
invoice.remove_payment(PAYMENT_ID) # Credentials are already stored on the Quaderno::Invoice instance from the first request

Quaderno::Invoice.delete(INVOICE_ID,
  api_url: 'https://my_subdomain.quadernoapp.com/api/',
  auth_token: 'my_authenticate_token'
)

More information

Remember this is only a ruby wrapper for the Quaderno API. Checkout our OpenAPI documentation!

If you need examples of params objects, head to our tests. For instance, in case you're an online store and want to register your sales and refunds, here you can get examples of parameters to use with this Ruby gem.

License

(The MIT License)

Copyright © 2013-2023 Quaderno

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the ‘Software’), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED ‘AS IS’, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.