Source code for parsons.bill_com.bill_com

import requests
import json
from parsons import Table


[docs]class BillCom(object): """ `Args:` user_name: str The Bill.com username password: str The Bill.com password org_id: str The Bill.com organization id dev_key: str The Bill.com dev key api_url: The Bill.com end point url """ def __init__(self, user_name, password, org_id, dev_key, api_url): self.headers = { "Content-Type": "application/x-www-form-urlencoded" } params = { "userName": user_name, "password": password, "orgId": org_id, "devKey": dev_key } response = requests.post(url="%sLogin.json" % api_url, data=params, headers=self.headers) self.dev_key = dev_key self.api_url = api_url self.session_id = response.json()['response_data']['sessionId'] def _get_payload(self, data): """ `Args:` data: dict A dictionary containing the payload to be sent in the request. The dev_key and sessionId should not be included as they are dealt with separately. `Returns:` A dictionary of the payload to be sent in the request with the dev_key and sessionId added. """ return {"devKey": self.dev_key, "sessionId": self.session_id, "data": json.dumps(data)} def _post_request(self, data, action, object_name): """ `Args:` data: dict A dictionary containing the payload to be sent in the request. The dev_key and sessionId should not be included as they are dealt with separately. action: str The action to be taken on the given object. Possible values are "List", "Read", "Create", and "Send". object_name: str The id of the object. Possible values are "User", "Customer", and "Invoice". `Returns:` A dictionary containing the JSON response from the post request. """ if action == 'Read': url = "%sCrud/%s/%s.json" % (self.api_url, action, object_name) elif action == 'Create': data['obj']['entity'] = object_name url = "%sCrud/%s/%s.json" % (self.api_url, action, object_name) elif action == "Send": url = "%s%s%s.json" % (self.api_url, action, object_name) else: url = "%s%s/%s.json" % (self.api_url, action, object_name) payload = self._get_payload(data) response = requests.post(url=url, data=payload, headers=self.headers) return response.json() def _get_request_response(self, data, action, object_name, field="response_data"): """ `Args:` data: dict A dictionary containing the payload to be sent in the request. The dev_key and sessionId should not be included as they are dealt with separately. action: str The action to be taken on the given object. Possible values are "List", "Read", "Create", and "Send". object_name: str The id of the object. Possible values are "User", "Customer", and "Invoice". field: str The JSON field where the response data is stored. Defaults to "response_data". `Returns:` A dictionary containing the choosen field from the JSON response from the post request. """ r = self._post_request(data, action, object_name)[field] if action == "List": return self._paginate_list(r, data, object_name) return r def _paginate_list(self, response, data, object_name, field="response_data"): """ Internal method to paginate through and concatenate results of lists larger than max `Args:` response: list of dicts Data from an initial list call data: dict Start, max, and kwargs from initial list call object_name: str Name of the object being listed """ r_table = Table(response) max_ct = data['max'] while len(response) == max_ct: data['start'] += max_ct response = self._post_request(data, "List", object_name)[field] r_table.concat(Table(response)) return r_table
[docs] def get_user_list(self, start_user=0, max_user=999, **kwargs): """ `Args:` start_user: int The index of first user to return. Starts from 0 (not 1). max_user: str The index of the max user to return **kwargs: Any other fields to pass `Returns:` A Parsons Table of user information for every user from start_user to max_user. """ data = { "start": start_user, "max": max_user, **kwargs } return self._get_request_response(data, "List", "User")
[docs] def get_customer_list(self, start_customer=0, max_customer=999, **kwargs): """ `Args:` start_customer: int The index of first customer to return. Starts from 1 (not 0). max_customer: str The index of the max customer to return **kwargs: Any other fields to pass `Returns:` A Parsons Table of customer information for every user from start_customer to max_customer. """ data = { "start": start_customer, "max": max_customer, **kwargs } return self._get_request_response(data, "List", "Customer")
[docs] def get_invoice_list(self, start_invoice=0, max_invoice=999, **kwargs): """ `Args:` start_invoice: int The index of first customer to return. Starts from 1 (not 0). max_invoice: str The index of the max customer to return **kwargs: Any other fields to pass `Returns:` A list of dictionaries of invoice information for every invoice from start_invoice to max_invoice. """ data = { "start": start_invoice, "max": max_invoice, **kwargs } return self._get_request_response(data, "List", "Invoice")
[docs] def read_customer(self, customer_id): """ `Args:` customer_id: str The id of the customer to query `Returns:` A dictionary of the customer's information. """ data = { 'id': customer_id } return self._get_request_response(data, "Read", "Customer")
[docs] def read_invoice(self, invoice_id): """ `Args:` invoice_id: str The id of the invoice to query `Returns:` A dictionary of the invoice information. """ data = { "id": invoice_id } return self._get_request_response(data, "Read", "Invoice")
[docs] def check_customer(self, customer1, customer2): """ `Args:` customer1: dict A dictionary of data on customer1 customer2: dict A dictionary of data on customer2 `Returns:` True if either 1. customer1 and customer2 have the same id OR 2. customer1 has no id and customer1 customer2 have the same email address False otherwise """ if "id" in customer1.keys(): if customer1["id"] == customer2["id"]: return True if "id" not in customer1.keys() and customer2['email']: if customer1['email'].lower() == customer2['email'].lower(): return True return False
[docs] def get_or_create_customer(self, customer_name, customer_email, **kwargs): """ `Args:` customer_name: str The name of the customer customer_email: str The customer's email `Keyword Args:` **kwargs: Any other fields to store about the customer. `Returns:` A dictionary of the customer's information including an id. If the customer already exists, this function will not create a new id and instead use the existing id. """ customer = {"name": customer_name, "email": customer_email, **kwargs} # check if customer already exists customer_list = self.get_customer_list() for existing_customer in customer_list: if self.check_customer(customer, existing_customer): return existing_customer # customer doesn't exist, create data = { "obj": customer } return self._get_request_response(data, "Create", "Customer")
[docs] def create_invoice(self, customer_id, invoice_number, invoice_date, due_date, invoice_line_items, **kwargs): """ `Args:` customer_id: str The customer's id invoice_number: str The invoice number. Every invoice must have a distinct invoice number. invoice_date: str The invoice date. This can be the date the invoice was generated of any other relevant date. due_date: str The date on which the invoice is due. invoice_line_items: list A list of dicts, one for each line item in the invoice. The only required field is "quantity". **kwargs: Any other invoice details to pass. `Returns:` A dictionary of the invoice's information including an id. """ for invoice_line_item in invoice_line_items: if "entity" not in invoice_line_item: invoice_line_item['entity'] = 'InvoiceLineItem' data = { "obj": {"customerId": customer_id, "invoiceNumber": invoice_number, "invoiceDate": invoice_date, "dueDate": due_date, "invoiceLineItems": invoice_line_items, **kwargs } } return self._get_request_response(data, "Create", "Invoice")
[docs] def send_invoice(self, invoice_id, from_user_id, to_email_addresses, message_subject, message_body, **kwargs): """ `Args:` invoice_id: str The id of the invoice to send from_user_id: str The id of the Bill.com user from whom to send the email to_email_addresses: The customer's email address message_subject: The subject of the email to send to the customer message_body: The body of the email to send to the customer **kwargs: Any other details for sending the invoice `Returns:` A dictionary of the sent invoice. """ data = { "invoiceId": invoice_id, "headers": { "fromUserId": from_user_id, "toEmailAddresses": to_email_addresses, "subject": message_subject, **kwargs }, "content": { "body": message_body } } return self._get_request_response(data, "Send", "Invoice")