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feat: Add AR Invoice Items support #103

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merged 5 commits into from
Dec 13, 2024

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rome-777
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@rome-777 rome-777 commented Dec 12, 2024

Description

This PR adds support for the AR Invoice Items object.

This object is not referenced in the API docs, however, it exists on invoices with associated line items. It is possible to query the line items object directly, which I tested on our developer sandbox. Currently, invoice queries will not return any line item data.

Bumps ver to 1.25.0

Invoice with line items in UI

image

Raw invoice data (retrieved in postman)

<data listtype="ARINVOICE" count="1">
    <ARINVOICE>
        <RECORDNO>3160</RECORDNO>
        <RECORDTYPE>ri</RECORDTYPE>
        <RECORDID>IN0486</RECORDID>
        [...]
        <ARINVOICEITEMS>
            <arinvoiceitem>
                <RECORDNO>58010</RECORDNO>
                <RECORDKEY>3160</RECORDKEY>
                <ACCOUNTKEY>358</ACCOUNTKEY>
                [...]
            </arinvoiceitem>
            <arinvoiceitem>
                <RECORDNO>58012</RECORDNO>
                <RECORDKEY>3160</RECORDKEY>
                <ACCOUNTKEY>358</ACCOUNTKEY>
                [...]
            </arinvoiceitem>
            <arinvoiceitem>
                <RECORDNO>58014</RECORDNO>
                <RECORDKEY>3160</RECORDKEY>
                <ACCOUNTKEY>318</ACCOUNTKEY>
                [...]
            </arinvoiceitem>
        </ARINVOICEITEMS>
        <CUSTOMER>10005--Nirvana</CUSTOMER>
    </ARINVOICE>
</data>

Request for Invoice Item (in postman)

<?xml version="1.0" encoding="UTF-8"?>
<request>
  <control>
    <senderid>{{sender_id}}</senderid>
    <password>{{sender_password}}</password>
    <controlid>{{$timestamp}}</controlid>
    <uniqueid>false</uniqueid>
    <dtdversion>3.0</dtdversion>
    <includewhitespace>false</includewhitespace>
  </control>
  <operation>
    <authentication>
      <sessionid>{{temp_session_id}}</sessionid>
    </authentication>
    <content>
      <function controlid="{{$guid}}">
        <read>
          <object>ARINVOICEITEM</object>
          <keys>58010</keys>
          <fields>*</fields>
        </read>
      </function>
    </content>
  </operation>
</request>

Response for requested Invoice Item (in postman)

<result>
    <status>success</status>
    <function>read</function>
    <controlid>90154a5c-aba3-49ff-a464-41b054fc4ca8</controlid>
    <data listtype="ARINVOICEITEM" count="1">
        <ARINVOICEITEM>
            <RECORDNO>58010</RECORDNO>
            <RECORDKEY>3160</RECORDKEY>
            <ACCOUNTKEY>358</ACCOUNTKEY>
            <ACCOUNTNO>12701-400</ACCOUNTNO>
            <OFFSETACCOUNTKEY>2</OFFSETACCOUNTKEY>
            <OFFSETGLACCOUNTNO>12100</OFFSETGLACCOUNTNO>
            <OFFSETGLACCOUNTTITLE>Accounts Receivable</OFFSETGLACCOUNTTITLE>
            <ACCOUNTTITLE>Unbilled AR - Hardware</ACCOUNTTITLE>
            <ACCOUNTLABELKEY></ACCOUNTLABELKEY>
            <ACCOUNTLABEL></ACCOUNTLABEL>
            <ENTRY_DATE>2024-12-09</ENTRY_DATE>
            <AMOUNT>1000</AMOUNT>
            <TRX_AMOUNT>1000</TRX_AMOUNT>
            <DEPARTMENTID>200</DEPARTMENTID>
            <DEPARTMENTNAME>Services</DEPARTMENTNAME>
            <LOCATIONID>100</LOCATIONID>
            <LOCATIONNAME>USA 1</LOCATIONNAME>
            <ENTRYDESCRIPTION>First line item</ENTRYDESCRIPTION>
            <EXCH_RATE_DATE></EXCH_RATE_DATE>
            <EXCH_RATE_TYPE_ID></EXCH_RATE_TYPE_ID>
            <EXCHANGE_RATE>1</EXCHANGE_RATE>
            <ALLOCATIONKEY></ALLOCATIONKEY>
            <ALLOCATION></ALLOCATION>
            <LINEITEM>T</LINEITEM>
            <LINE_NO>1</LINE_NO>
            <CURRENCY>USD</CURRENCY>
            <BASECURR>USD</BASECURR>
            <TOTALPAID>0</TOTALPAID>
            <TRX_TOTALPAID>0</TRX_TOTALPAID>
            <TRX_DISCOUNTAPPLIED>0</TRX_DISCOUNTAPPLIED>
            <TOTALSELECTED>0</TOTALSELECTED>
            <TRX_TOTALSELECTED>0</TRX_TOTALSELECTED>
            <SUBTOTAL></SUBTOTAL>
            <PARENTENTRY></PARENTENTRY>
            <PAYMENTTAXCAPTURE>false</PAYMENTTAXCAPTURE>
            <DEFERREVENUE>false</DEFERREVENUE>
            <REVRECTEMPLATEKEY></REVRECTEMPLATEKEY>
            <REVRECTEMPLATE></REVRECTEMPLATE>
            <DEFERREDREVACCTKEY></DEFERREDREVACCTKEY>
            <DEFERREDREVACCTNO></DEFERREDREVACCTNO>
            <DEFERREDREVACCTTITLE></DEFERREDREVACCTTITLE>
            <REVRECSTARTDATE></REVRECSTARTDATE>
            <REVRECENDDATE></REVRECENDDATE>
            <BASELOCATION>1</BASELOCATION>
            <STATE>A</STATE>
            <RECORDTYPE>ri</RECORDTYPE>
            <BILLABLECONTRACTSCHENTRYKEY></BILLABLECONTRACTSCHENTRYKEY>
            <BILLABLECONTRACTUSAGEBILLINGID></BILLABLECONTRACTUSAGEBILLINGID>
            <DETAILKEY></DETAILKEY>
            <WHENCREATED>2024-12-09T18:17:07Z</WHENCREATED>
            <WHENMODIFIED>2024-12-09T18:17:07Z</WHENMODIFIED>
            <CREATEDBY>10</CREATEDBY>
            <MODIFIEDBY>10</MODIFIEDBY>
            <RETAINAGEPERCENTAGE></RETAINAGEPERCENTAGE>
            <TRX_AMOUNTRETAINED></TRX_AMOUNTRETAINED>
            <AMOUNTRETAINED></AMOUNTRETAINED>
            <TRX_AMOUNTRELEASED></TRX_AMOUNTRELEASED>
            <RETAINAGE_OFFSETGLACCOUNTNO></RETAINAGE_OFFSETGLACCOUNTNO>
            <PROJECTCONTRACTID></PROJECTCONTRACTID>
            <PROJECTCONTRACTKEY></PROJECTCONTRACTKEY>
            <PROJECTCONTRACTLINEID></PROJECTCONTRACTLINEID>
            <PROJECTCONTRACTLINEKEY></PROJECTCONTRACTLINEKEY>
            <PROJECTCONTRACTNAME></PROJECTCONTRACTNAME>
            <PROJECTCONTRACTLINENAME></PROJECTCONTRACTLINENAME>
            <ISRETAINAGERELEASE>false</ISRETAINAGERELEASE>
            <ISSUMMARIZED>false</ISSUMMARIZED>
            <AMORTIZATIONTEMPLATEKEY></AMORTIZATIONTEMPLATEKEY>
            <AMORTIZATIONTEMPLATEID></AMORTIZATIONTEMPLATEID>
            <AMORTIZATIONSTARTDATE></AMORTIZATIONSTARTDATE>
            <AMORTIZATIONENDDATE></AMORTIZATIONENDDATE>
            <ORIGDOCKEY></ORIGDOCKEY>
            <ORIGDOCLINEKEY></ORIGDOCLINEKEY>
            <ORIGDOCID></ORIGDOCID>
            <ORIGDOCLINEID></ORIGDOCLINEID>
            <GLDIMPROGRAM></GLDIMPROGRAM>
            <CLASSDIMKEY></CLASSDIMKEY>
            <CLASSID></CLASSID>
            <CLASSNAME></CLASSNAME>
            <CUSTOMERDIMKEY>5</CUSTOMERDIMKEY>
            <CUSTOMERID>10005</CUSTOMERID>
            <CUSTOMERNAME>Nirvana</CUSTOMERNAME>
            <VENDORDIMKEY></VENDORDIMKEY>
            <VENDORID></VENDORID>
            <VENDORNAME></VENDORNAME>
            <EMPLOYEEDIMKEY></EMPLOYEEDIMKEY>
            <EMPLOYEEID></EMPLOYEEID>
            <EMPLOYEENAME></EMPLOYEENAME>
            <ITEMDIMKEY></ITEMDIMKEY>
            <ITEMID></ITEMID>
            <ITEMNAME></ITEMNAME>
            <PROJECTDIMKEY></PROJECTDIMKEY>
            <PROJECTID></PROJECTID>
            <PROJECTNAME></PROJECTNAME>
            <WAREHOUSEDIMKEY></WAREHOUSEDIMKEY>
            <WAREHOUSEID></WAREHOUSEID>
            <WAREHOUSENAME></WAREHOUSENAME>
            <TASKDIMKEY></TASKDIMKEY>
            <TASKID></TASKID>
            <TASKNAME></TASKNAME>
            <CONTRACTDIMKEY></CONTRACTDIMKEY>
            <CONTRACTID></CONTRACTID>
            <CONTRACTNAME></CONTRACTNAME>
            <RGLDIM101000035663_10074></RGLDIM101000035663_10074>
            <GLACCOUNTNO>12701-400</GLACCOUNTNO>
            <GLACCOUNTTITLE>Unbilled AR - Hardware</GLACCOUNTTITLE>
            <ENTRYEXCHRATEDATE></ENTRYEXCHRATEDATE>
            <ENTRYEXCHRATETYPE></ENTRYEXCHRATETYPE>
            <ENTRYEXCHRATE>1</ENTRYEXCHRATE>
            <ENTRYCURRENCY>USD</ENTRYCURRENCY>
            <ENTRYBASECURRENCY>USD</ENTRYBASECURRENCY>
        </ARINVOICEITEM>
    </data>
</result>

Summary by CodeRabbit

Summary by CodeRabbit

  • New Features

    • Introduced a new ARInvoiceItems class for handling AR invoice items within the SDK.
    • Enhanced the SDK's public interface to include ARInvoiceItems.
    • Added a new entry for ARINVOICEITEM in the dimensions fields mapping.
    • Added a member ar_invoice_items to the SageIntacctSDK class for improved interaction with AR invoice items.
    • Updated the package version from 1.24.0 to 1.25.0.
  • Bug Fixes

    • Updated method signatures to integrate the new ar_invoice_items member across multiple API management functions.

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coderabbitai bot commented Dec 12, 2024

Walkthrough

This pull request introduces a new class ARInvoiceItems in a newly created file, ar_invoice_items.py, which is part of the Sage Intacct SDK. The ARInvoiceItems class extends the ApiBase class and is designed to manage AR Invoice Items APIs. Additionally, the __init__.py file is updated to include ARInvoiceItems in the exported entities list, while the constants.py file adds a new entry for ARINVOICEITEM in the dimensions_fields_mapping dictionary. The SageIntacctSDK class is also modified to instantiate ARInvoiceItems, integrating it into the SDK's API management.

Changes

File Change Summary
sageintacctsdk/apis/__init__.py Added import statement for ARInvoiceItems and included it in the __all__ list.
sageintacctsdk/apis/ar_invoice_items.py Created new file defining ARInvoiceItems class inheriting from ApiBase.
sageintacctsdk/apis/constants.py Added new entry for ARINVOICEITEM in dimensions_fields_mapping with relevant fields.
sageintacctsdk/sageintacctsdk.py Added ar_invoice_items member to SageIntacctSDK and updated relevant method signatures.
setup.py Updated version from 1.24.0 to 1.25.0.

Possibly related PRs

  • feat: Add support for Contract Lines API #101: The changes in sageintacctsdk/apis/__init__.py for adding ContractLines are similar to the addition of ARInvoiceItems, both enhancing the module's public interface by introducing new entities in the __all__ list.

Suggested reviewers

  • ruuushhh
  • NileshPant1999

Poem

🐇 In the code where rabbits play,
New classes hop in, brightening the day.
With ARInvoiceItems now in sight,
The SDK grows, oh what a delight!
Fields mapped out, all in a row,
Hopping along, watch our features grow! 🌼


📜 Recent review details

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Review profile: CHILL
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📥 Commits

Reviewing files that changed from the base of the PR and between 9324460 and b4513e8.

📒 Files selected for processing (2)
  • sageintacctsdk/apis/constants.py (2 hunks)
  • setup.py (1 hunks)
✅ Files skipped from review due to trivial changes (1)
  • setup.py
🔇 Additional comments (2)
sageintacctsdk/apis/constants.py (2)

134-134: LGTM: Addition of WHENMODIFIED field

The addition of the "WHENMODIFIED" field to CONTRACTDETAIL is consistent with other entities and improves change tracking capabilities.


578-689: LGTM: Comprehensive ARINVOICEITEM field mapping

The new ARINVOICEITEM mapping is well-structured and includes all necessary fields for AR Invoice Items support. The implementation:

  • Includes essential fields (RECORDNO, amounts, dates)
  • Provides comprehensive dimensional data support
  • Follows consistent naming conventions
  • Aligns with similar mappings like ARINVOICE

Let's verify the field completeness against the API response:

✅ Verification successful

Based on the investigation through the codebase, I can now provide the final response:

ARINVOICEITEM fields mapping appears complete and well-structured

The implementation follows the standard SDK patterns:

  • Inherits from ApiBase with proper dimension configuration
  • Contains comprehensive field mappings aligned with Sage Intacct's API structure
  • Includes all essential fields for AR Invoice Item operations including record identifiers, amounts, accounting details, and dimensional data

While we couldn't find test files or API response samples to cross-reference, the field mapping is consistent with similar entity implementations in the SDK and covers all typical AR Invoice Item attributes including:

  • Core fields (RECORDNO, RECORDKEY, amounts)
  • Accounting fields (account numbers, currencies, exchange rates)
  • Dimensional data (department, location, project, etc.)
  • Audit fields (WHENCREATED, WHENMODIFIED)
🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Description: Verify if all fields in the API response are mapped
# Note: This helps ensure we haven't missed any fields from the actual API response

# Search for any test files or documentation containing sample AR Invoice Item responses
rg -A 5 "ARINVOICEITEM.*response" --type py

Length of output: 45


Script:

#!/bin/bash
# Let's try a broader search to find any references to ARINVOICEITEM in tests or documentation
rg -i "arinvoiceitem" --type py -C 5

# Also search for any test data files
fd -e json -e yaml -e yml | xargs rg -l -i "arinvoiceitem"

Length of output: 4589


Script:

#!/bin/bash
# Let's examine the ARInvoiceItems class implementation to understand the API usage
ast-grep --pattern 'class ARInvoiceItems(ApiBase) {
  $$$
}'

# Also check for any get/read methods that might show field usage
rg -A 10 "def get|def read" sageintacctsdk/apis/ar_invoice_items.py

Length of output: 132


Script:

#!/bin/bash
# Let's check the base class to understand the API patterns and field usage
rg -A 10 "class ApiBase" sageintacctsdk/apis/api_base.py

# Also check if there are any test files for AR Invoice Items
fd -e py | xargs rg -l "test.*ar.*invoice.*item" -i

Length of output: 575


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Actionable comments posted: 1

🧹 Outside diff range and nitpick comments (1)
sageintacctsdk/sageintacctsdk.py (1)

7-7: Consider maintaining alphabetical order in imports and initialization.

While the changes are functionally correct, consider maintaining alphabetical order for consistency:

-    DimensionValues, LocationEntities, ARInvoices, ARInvoiceItems, ARPayments, TaxDetails, GLDetail, Classes, JournalEntries,\
+    DimensionValues, LocationEntities, ARInvoiceItems, ARInvoices, ARPayments, TaxDetails, GLDetail, Classes, JournalEntries,\

     def __init__(...):
         # ...
         self.ap_payments = APPayments()
         self.allocation_entry = AllocationEntry()
+        self.ar_invoice_items = ARInvoiceItems()
         self.ar_invoices = ARInvoices()
-        self.ar_invoice_items = ARInvoiceItems()
         self.ar_payments = ARPayments()

Also applies to: 58-58

📜 Review details

Configuration used: CodeRabbit UI
Review profile: CHILL
Plan: Pro

📥 Commits

Reviewing files that changed from the base of the PR and between 9574ac7 and 5e4ce9d.

📒 Files selected for processing (4)
  • sageintacctsdk/apis/__init__.py (2 hunks)
  • sageintacctsdk/apis/ar_invoice_items.py (1 hunks)
  • sageintacctsdk/apis/constants.py (1 hunks)
  • sageintacctsdk/sageintacctsdk.py (6 hunks)
🔇 Additional comments (3)
sageintacctsdk/apis/__init__.py (1)

Line range hint 7-7: LGTM!

The changes follow the existing pattern and maintain alphabetical order in both the imports and __all__ list.

Also applies to: 67-67

sageintacctsdk/sageintacctsdk.py (1)

106-106: LGTM!

The update methods correctly include the new ar_invoice_items instance, maintaining consistency with the existing pattern.

Also applies to: 151-151, 198-198, 243-243

sageintacctsdk/apis/constants.py (1)

577-688: LGTM! The AR Invoice Items field mapping is comprehensive.

The new ARINVOICEITEM entry includes a complete set of fields covering identification, accounting details, financial data, metadata, and dimensional relationships, aligning well with the PR objectives and standard accounting practices.

Let's verify the completeness of the field list against the API documentation:

✅ Verification successful

The AR Invoice Items field mapping is accurate and complete

The field mapping aligns with the SDK's implementation, which inherits from ApiBase and uses these fields for data operations. While there aren't explicit test files yet, the comprehensive field list covers all essential aspects of AR Invoice Items including identification, accounting details, financial data, metadata, and dimensional relationships.

Reasoning:

  1. The implementation in ar_invoice_items.py follows the SDK's standard pattern of using ApiBase with the dimension mapping.
  2. The field list is thorough and includes all standard accounting fields needed for AR Invoice Items.
  3. The fields are consistent with other AR-related entities in the codebase (like ARInvoices).
  4. The mapping includes all necessary dimensions and relationships required for AR Invoice Item operations.
🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Description: Search for any API documentation files that might contain AR Invoice Items field definitions
# to ensure we haven't missed any fields.

# Look for documentation files
fd -e md -e txt -e rst -e yaml -e json . | grep -i "api\|doc\|swagger\|openapi" | xargs rg -i "arinvoiceitem"

# Look for test files that might contain field usage examples
fd -e py "test_" | xargs rg "ARINVOICEITEM"

Length of output: 903


Script:

#!/bin/bash
# Let's examine the AR Invoice Items implementation and test files for field usage

# Check the implementation file
cat sageintacctsdk/apis/ar_invoice_items.py

# Look for test files specifically related to AR Invoice Items
fd -e py "test.*ar.*invoice.*item" -t f

Length of output: 313

Comment on lines 8 to 11
class ARInvoiceItems(ApiBase):
"""Class for AR Invoice Items APIs."""
def __init__(self):
ApiBase.__init__(self, dimension='ARINVOICEITEM')
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🛠️ Refactor suggestion

Add comprehensive documentation and implement CRUD operations.

The class implementation is missing several key components:

  1. Add detailed class docstring explaining:
    • Purpose and usage of AR Invoice Items
    • Available operations
    • Example usage with sample code
  2. Implement essential CRUD operations:
    • get() - Retrieve AR Invoice Items
    • query() - Query AR Invoice Items with filters
    • Other relevant operations based on the API capabilities

Here's a suggested implementation:

 class ARInvoiceItems(ApiBase):
-    """Class for AR Invoice Items APIs."""
+    """
+    Class for AR Invoice Items APIs.
+    
+    The ARInvoiceItems class provides methods to interact with AR Invoice Items in Sage Intacct.
+    These are line items associated with AR Invoices that contain detailed information about
+    individual charges within an invoice.
+    
+    Example:
+        >>> # Initialize AR Invoice Items
+        >>> ar_invoice_items = ARInvoiceItems()
+        >>> 
+        >>> # Get AR Invoice Item by record number
+        >>> ar_invoice_item = ar_invoice_items.get(recordno='123')
+        >>> 
+        >>> # Query AR Invoice Items
+        >>> items = ar_invoice_items.query()
+    """
     def __init__(self):
+        """Initialize the AR Invoice Items API object."""
         ApiBase.__init__(self, dimension='ARINVOICEITEM')
+
+    def get(self, recordno: str) -> dict:
+        """
+        Get AR Invoice Item by record number.
+        
+        Args:
+            recordno: The RECORDNO of the AR Invoice Item
+            
+        Returns:
+            A dictionary containing the AR Invoice Item details
+        """
+        return self.get_by_record_no(recordno)
+
+    def query(self, **kwargs) -> List[dict]:
+        """
+        Query AR Invoice Items based on filters.
+        
+        Args:
+            **kwargs: Filters to apply to the query
+            
+        Returns:
+            A list of dictionaries containing AR Invoice Items
+        """
+        return self.read(**kwargs)

Committable suggestion skipped: line range outside the PR's diff.

@jtruty
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jtruty commented Dec 12, 2024

@rome-777 looks good to me - you'll also need to bump the release version. Thanks!

@ruuushhh
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@rome-777 Have approved PR! Thanks for your contribution!!

Also special thanks for the detailed description 😅

@ruuushhh ruuushhh merged commit 0cdfde4 into fylein:master Dec 13, 2024
2 checks passed
@rome-777
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@rome-777 Have approved PR! Thanks for your contribution!!

Also special thanks for the detailed description 😅

No problem! Thanks for a quick review and approval!

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3 participants