Class: Payabli::Boarding::Client

Inherits:
Object
  • Object
show all
Defined in:
lib/payabli/boarding/client.rb

Instance Method Summary collapse

Constructor Details

#initialize(client:) ⇒ void

Parameters:



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# File 'lib/payabli/boarding/client.rb', line 9

def initialize(client:)
  @client = client
end

Instance Method Details

#add_application(request_options: {}, **params) ⇒ Payabli::Types::PayabliApiResponse00Responsedatanonobject

Creates a boarding application in an organization. This endpoint requires an application API token.

Parameters:

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 24

def add_application(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "POST",
    path: "Boarding/app",
    body: Payabli::Boarding::Types::AddApplicationRequest.new(params).to_h,
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Types::PayabliApiResponse00Responsedatanonobject.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#add_service_to_paypoint_from_app(request_options: {}, **params) ⇒ Payabli::Boarding::Types::CreateApplicationFromPaypointResponse

Creates a new boarding application linked to an existing paypoint as part of the multi-product boarding flow. Use this endpoint to add new services to a paypoint without creating a duplicate record. The system copies eligible business, contact, banking, and address data from the paypoint to the new application based on 1:1 field matching. The merchant only needs to provide fields that are specific to the new service. See the [Multi-product boarding](/guides/pay-ops-developer-boarding-multi-product) guide for the full flow.

Parameters:

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 441

def add_service_to_paypoint_from_app(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "POST",
    path: "Boarding/applications",
    body: Payabli::Boarding::Types::CreateApplicationFromPaypointRequest.new(params).to_h,
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Boarding::Types::CreateApplicationFromPaypointResponse.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#delete_application(request_options: {}, **params) ⇒ Payabli::Types::PayabliApiResponse00Responsedatanonobject

Deletes a boarding application by ID.

Parameters:

  • request_options (Hash) (defaults to: {})
  • params (Hash)

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Options Hash (**params):

  • :app_id (Integer)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 59

def delete_application(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "DELETE",
    path: "Boarding/app/#{URI.encode_uri_component(params[:app_id].to_s)}",
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Types::PayabliApiResponse00Responsedatanonobject.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#get_application(request_options: {}, **params) ⇒ Payabli::Types::ApplicationDetailsRecord

Retrieves the details for a boarding application by ID.

Parameters:

  • request_options (Hash) (defaults to: {})
  • params (Hash)

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Options Hash (**params):

  • :app_id (Integer)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 93

def get_application(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "GET",
    path: "Boarding/read/#{URI.encode_uri_component(params[:app_id].to_s)}",
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Types::ApplicationDetailsRecord.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#get_application_by_auth(request_options: {}, **params) ⇒ Payabli::Types::ApplicationQueryRecord

Gets a boarding application by authentication information. This endpoint requires an ‘application` API token.

Parameters:

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Options Hash (**params):

  • :x_id (String)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 127

def get_application_by_auth(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  request_data = Payabli::Boarding::Types::RequestAppByAuth.new(params).to_h
  non_body_param_names = %w[xId]
  body = request_data.except(*non_body_param_names)

  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "POST",
    path: "Boarding/read/#{URI.encode_uri_component(params[:x_id].to_s)}",
    body: body,
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Types::ApplicationQueryRecord.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#get_applications_by_paypoint_id(request_options: {}, **params) ⇒ Payabli::Types::QueryBoardingAppsListResponse

Returns all boarding applications associated with a specific paypoint, including those created through the multi-product boarding flow. Use this endpoint to track underwriting progress across multiple service additions or to build reporting views. See the [Multi-product boarding](/guides/pay-ops-developer-boarding-multi-product) guide for the full flow.

Parameters:

  • request_options (Hash) (defaults to: {})
  • params (Hash)

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Options Hash (**params):

  • :paypoint_id (Integer)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 479

def get_applications_by_paypoint_id(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "GET",
    path: "Boarding/applications/#{URI.encode_uri_component(params[:paypoint_id].to_s)}",
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Types::QueryBoardingAppsListResponse.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#get_by_id_link_application(request_options: {}, **params) ⇒ Payabli::Types::BoardingLinkQueryRecord

Retrieves details for a boarding link, by ID.

Parameters:

  • request_options (Hash) (defaults to: {})
  • params (Hash)

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Options Hash (**params):

  • :boarding_link_id (Integer)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 166

def get_by_id_link_application(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "GET",
    path: "Boarding/linkbyId/#{URI.encode_uri_component(params[:boarding_link_id].to_s)}",
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Types::BoardingLinkQueryRecord.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#get_by_template_id_link_application(request_options: {}, **params) ⇒ Payabli::Types::BoardingLinkQueryRecord

Get details for a boarding link using the boarding template ID. This endpoint requires an application API token.

Parameters:

  • request_options (Hash) (defaults to: {})
  • params (Hash)

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Options Hash (**params):

  • :template_id (Integer)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 200

def get_by_template_id_link_application(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "GET",
    path: "Boarding/linkbyTemplate/#{URI.encode_uri_component(params[:template_id].to_s)}",
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Types::BoardingLinkQueryRecord.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#get_external_application(request_options: {}, **params) ⇒ Payabli::Types::PayabliApiResponse00

Retrieves a link and the verification code used to log into an existing boarding application. You can also use this endpoint to send a link and referenceId for an existing boarding application to an email address. The recipient can use the referenceId and email address to access and edit the application.

Parameters:

  • request_options (Hash) (defaults to: {})
  • params (Hash)

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Options Hash (**params):

  • :app_id (Integer)
  • :mail_2 (String)
  • :send_email (Boolean, nil)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 238

def get_external_application(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  query_params = {}
  query_params["sendEmail"] = params[:send_email] if params.key?(:send_email)

  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "PUT",
    path: "Boarding/applink/#{URI.encode_uri_component(params[:app_id].to_s)}/#{URI.encode_uri_component(params[:mail_2].to_s)}",
    query: query_params,
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Types::PayabliApiResponse00.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#get_link_application(request_options: {}, **params) ⇒ Payabli::Types::BoardingLinkQueryRecord

Retrieves the details for a boarding link, by reference name. This endpoint requires an application API token.

Parameters:

  • request_options (Hash) (defaults to: {})
  • params (Hash)

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Options Hash (**params):

  • :boarding_link_reference (String)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 276

def get_link_application(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "GET",
    path: "Boarding/link/#{URI.encode_uri_component(params[:boarding_link_reference].to_s)}",
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Types::BoardingLinkQueryRecord.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#list_applications(request_options: {}, **params) ⇒ Payabli::Types::QueryBoardingAppsListResponse

Returns a list of boarding applications for an organization. Use filters to limit results. Include the ‘exportFormat` query parameter to return the results as a file instead of a JSON response.

Parameters:

  • request_options (Hash) (defaults to: {})
  • params (Hash)

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Options Hash (**params):

  • :org_id (Integer)
  • :export_format (Payabli::Types::ExportFormat, nil)
  • :from_record (Integer, nil)
  • :limit_record (Integer, nil)
  • :parameters (Hash[String, String, nil], nil)
  • :sort_by (String, nil)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 316

def list_applications(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  query_params = {}
  query_params["exportFormat"] = params[:export_format] if params.key?(:export_format)
  query_params["fromRecord"] = params[:from_record] if params.key?(:from_record)
  query_params["limitRecord"] = params[:limit_record] if params.key?(:limit_record)
  query_params["parameters"] = params[:parameters] if params.key?(:parameters)
  query_params["sortBy"] = params[:sort_by] if params.key?(:sort_by)

  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "GET",
    path: "Query/boarding/#{URI.encode_uri_component(params[:org_id].to_s)}",
    query: query_params,
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Types::QueryBoardingAppsListResponse.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#list_boarding_links(request_options: {}, **params) ⇒ Payabli::Types::QueryBoardingLinksResponse

Return a list of boarding links for an organization. Use filters to limit results.

Parameters:

  • request_options (Hash) (defaults to: {})
  • params (Hash)

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Options Hash (**params):

  • :org_id (Integer)
  • :from_record (Integer, nil)
  • :limit_record (Integer, nil)
  • :parameters (Hash[String, String, nil], nil)
  • :sort_by (String, nil)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 362

def list_boarding_links(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  query_params = {}
  query_params["fromRecord"] = params[:from_record] if params.key?(:from_record)
  query_params["limitRecord"] = params[:limit_record] if params.key?(:limit_record)
  query_params["parameters"] = params[:parameters] if params.key?(:parameters)
  query_params["sortBy"] = params[:sort_by] if params.key?(:sort_by)

  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "GET",
    path: "Query/boardinglinks/#{URI.encode_uri_component(params[:org_id].to_s)}",
    query: query_params,
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Types::QueryBoardingLinksResponse.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#update_application(request_options: {}, **params) ⇒ Payabli::Types::PayabliApiResponse00Responsedatanonobject

Updates a boarding application by ID. This endpoint requires an application API token.

Parameters:

Options Hash (request_options:):

  • :base_url (String)
  • :additional_headers (Hash{String => Object})
  • :additional_query_parameters (Hash{String => Object})
  • :additional_body_parameters (Hash{String => Object})
  • :timeout_in_seconds (Integer)

Options Hash (**params):

  • :app_id (Integer)

Returns:



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# File 'lib/payabli/boarding/client.rb', line 403

def update_application(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "PUT",
    path: "Boarding/app/#{URI.encode_uri_component(params[:app_id].to_s)}",
    body: Payabli::Types::ApplicationData.new(params).to_h,
    request_options: request_options
  )
  begin
    response = @client.send(request)
  rescue Net::HTTPRequestTimeout
    raise Payabli::Errors::TimeoutError
  end
  code = response.code.to_i
  if code.between?(200, 299)
    Payabli::Types::PayabliApiResponse00Responsedatanonobject.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end