Class: Payabli::Vendor::Client

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

Instance Method Summary collapse

Constructor Details

#initialize(client:) ⇒ void

Parameters:



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

def initialize(client:)
  @client = client
end

Instance Method Details

#add_vendor(request_options: {}, **params) ⇒ Payabli::Types::PayabliApiResponseVendors

Creates a vendor in an entrypoint.

Examples:

client.vendor.add_vendor(
  entry: "8cfec329267",
  vendor_number: "VEN-123",
  address_1: "123 Ocean Drive",
  address_2: "Suite 400",
  billing_data: {
    id: 123,
    bank_name: "Country Bank",
    routing_account: "123123123",
    account_number: "123123123",
    type_account: "Checking",
    bank_account_holder_name: "Gruzya Adventure Outfitters LLC",
    bank_account_holder_type: "Business",
    bank_account_function: 0
  },
  city: "Miami",
  contacts: [{
    contact_name: "Herman Martinez",
    contact_email: "example@email.com",
    contact_title: "Owner",
    contact_phone: "3055550000"
  }],
  country: "US",
  customer_vendor_account: "A-37622",
  ein: "12-3456789",
  email: "example@email.com",
  internal_reference_id: 123,
  location_code: "MIA123",
  mcc: "7777",
  name_1: "Herman's Coatings and Masonry",
  name_2: "<string>",
  payee_name_1: "<string>",
  payee_name_2: "<string>",
  payment_method: "managed",
  phone: "5555555555",
  remit_address_1: "123 Walnut Street",
  remit_address_2: "Suite 900",
  remit_city: "Miami",
  remit_country: "US",
  remit_state: "FL",
  remit_zip: "31113",
  state: "FL",
  vendor_status: 1,
  zip: "33139"
)

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):

  • :entry (String)

Returns:



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# File 'lib/payabli/vendor/client.rb', line 72

def add_vendor(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  headers = @client.auth_headers_for_endpoint(security: [{ "BearerAuth" => [] }, { "APIKeyAuth" => [] }])
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "POST",
    path: "Vendor/single/#{URI.encode_uri_component(params[:entry].to_s)}",
    headers: headers,
    body: Payabli::Types::VendorData.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::PayabliApiResponseVendors.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#delete_vendor(request_options: {}, **params) ⇒ Payabli::Types::PayabliApiResponseVendors

Delete a vendor.

Examples:

client.vendor.delete_vendor(id_vendor: 1)

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):

  • :id_vendor (Integer)

Returns:



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# File 'lib/payabli/vendor/client.rb', line 194

def delete_vendor(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  headers = @client.auth_headers_for_endpoint(security: [{ "BearerAuth" => [] }, { "APIKeyAuth" => [] }])
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "DELETE",
    path: "Vendor/#{URI.encode_uri_component(params[:id_vendor].to_s)}",
    headers: headers,
    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::PayabliApiResponseVendors.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#edit_vendor(request_options: {}, **params) ⇒ Payabli::Types::PayabliApiResponseVendors

Updates a vendor's information. Send only the fields you need to update.

Examples:

client.vendor.edit_vendor(
  id_vendor: 1,
  name_1: "Theodore's Janitorial"
)

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):

  • :id_vendor (Integer)

Returns:



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# File 'lib/payabli/vendor/client.rb', line 154

def edit_vendor(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  headers = @client.auth_headers_for_endpoint(security: [{ "BearerAuth" => [] }, { "APIKeyAuth" => [] }])
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "PUT",
    path: "Vendor/#{URI.encode_uri_component(params[:id_vendor].to_s)}",
    headers: headers,
    body: Payabli::Types::VendorData.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::PayabliApiResponseVendors.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#enrich_vendor(request_options: {}, **params) ⇒ Payabli::Types::VendorEnrichResponse

Triggers AI-powered vendor enrichment for an existing vendor. Runs one or more enrichment stages (invoice scan, web search) based on the scope parameter. Can automatically apply extracted payment acceptance info and vendor contact information to the vendor record, or return raw results for manual review. Contact Payabli to enable this feature.

Examples:

client.vendor.enrich_vendor(
  entry: "8cfec329267",
  vendor_id: 456,
  scope: ["invoice_scan"],
  apply_enrichment_data: false,
  invoice_file: {
    ftype: "pdf",
    filename: "invoice-2026-001.pdf",
    f_content: "<base64-encoded-pdf>"
  },
  fallback_method: "check"
)

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):

  • :entry (String)

Returns:



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# File 'lib/payabli/vendor/client.rb', line 247

def enrich_vendor(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  request_data = Payabli::Vendor::Types::VendorEnrichRequest.new(params).to_h
  non_body_param_names = %w[entry]
  body = request_data.except(*non_body_param_names)

  headers = @client.auth_headers_for_endpoint(security: [{ "BearerAuth" => [] }, { "APIKeyAuth" => [] }])
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "POST",
    path: "Vendor/enrich/#{URI.encode_uri_component(params[:entry].to_s)}",
    headers: headers,
    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::VendorEnrichResponse.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#get_enrichment_call_status(request_options: {}, **params) ⇒ Payabli::Types::VendorCallStatusResponse

Returns the latest AI outreach call activity for a vendor. The response is a composite object with a state discriminator (none, scheduled, successful, or failed); the block that matches the current state is populated. When the vendor has no call activity, state is none and the response returns HTTP 200.

Examples:

client.vendor.get_enrichment_call_status(id_vendor: 456)

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):

  • :id_vendor (Integer)

Returns:



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# File 'lib/payabli/vendor/client.rb', line 350

def get_enrichment_call_status(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  headers = @client.auth_headers_for_endpoint(security: [{ "BearerAuth" => [] }, { "APIKeyAuth" => [] }])
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "GET",
    path: "Vendor/#{URI.encode_uri_component(params[:id_vendor].to_s)}/enrichment/call-status",
    headers: headers,
    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::VendorCallStatusResponse.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#get_vendor(request_options: {}, **params) ⇒ Payabli::Types::VendorQueryRecord

Retrieves a vendor's details, including enrichment status and payment acceptance info when available.

Examples:

client.vendor.get_vendor(id_vendor: 1)

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):

  • :id_vendor (Integer)

Returns:



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# File 'lib/payabli/vendor/client.rb', line 112

def get_vendor(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  headers = @client.auth_headers_for_endpoint(security: [{ "BearerAuth" => [] }, { "APIKeyAuth" => [] }])
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "GET",
    path: "Vendor/#{URI.encode_uri_component(params[:id_vendor].to_s)}",
    headers: headers,
    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::VendorQueryRecord.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end

#schedule_enrichment_call(request_options: {}, **params) ⇒ Payabli::Types::VendorScheduleCallResponse

Schedules an AI outreach call to a vendor to collect their preferred payment method and contact email. This is the third enrichment stage. Calls are scheduled for the next business day at around 9 AM in the vendor's timezone, with retries on no-answer and a fallback payment method applied when retries are exhausted. This feature is opt-in at the org level. Contact your Payabli representative to enable it, provision a phone number, and discuss pricing.

Examples:

client.vendor.schedule_enrichment_call(
  entry: "8cfec329267",
  vendor_id: 456,
  phone: "5555550200",
  enrichment_id: "enrich-3890-a1b2c3d4",
  bill_id: 54323,
  fallback_method: "check",
  max_retries: 3,
  timezone: "America/New_York"
)

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):

  • :entry (String)

Returns:



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# File 'lib/payabli/vendor/client.rb', line 304

def schedule_enrichment_call(request_options: {}, **params)
  params = Payabli::Internal::Types::Utils.normalize_keys(params)
  request_data = Payabli::Vendor::Types::ScheduleEnrichmentCallRequest.new(params).to_h
  non_body_param_names = %w[entry]
  body = request_data.except(*non_body_param_names)

  headers = @client.auth_headers_for_endpoint(security: [{ "BearerAuth" => [] }, { "APIKeyAuth" => [] }])
  request = Payabli::Internal::JSON::Request.new(
    base_url: request_options[:base_url],
    method: "POST",
    path: "Vendor/enrich/schedule_call/#{URI.encode_uri_component(params[:entry].to_s)}",
    headers: headers,
    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::VendorScheduleCallResponse.load(response.body)
  else
    error_class = Payabli::Errors::ResponseError.subclass_for_code(code)
    raise error_class.new(response.body, code: code)
  end
end