Wrapper gem for Fortnox AB's version 3 REST(ish) API. If you need to integrate an existing or new Ruby or Rails app against Fortnox this gem will save you a lot of time, you are welcome. Feel free to repay the community with some nice PRs of your own 😃
The rough status of this project is as follows (as of spring 2023):
master
branch and the released versions should be production ready.Customer
,
Invoice
, Order
, Article
, Label
and Project
. Adding more models in
general is quick and easy (that's the whole point with this gem), see the
developer guide further down.The gem is structured with distinct models for the tasks of data, JSON mapping and saving state. These are called: model, type, mapper and repository.
If you come from a Rails background and have not been exposed to other ways of
structuring the solution to the CRUD problem this might seem strange to you
since ActiveRecord merges these roles into the ActiveRecord::Base
class.
To keep it simple: The active record pattern (as implemented by Rails) is easier to work with if you only have one data source, the database, in your application. The data mapper pattern is easier to work with if you have several data sources, such as different databases, external APIs and flat files on disk etc, in your application. It's also easier to compose the data mapper components into active record like classes than to separate active records parts to get a data mapper style structure.
If you are interested in a more detailed description of the difference between the two architectures you can read this post that explains it well using simple examples: What’s the difference between Active Record and Data Mapper?
The model role classes serve as dumb data objects. They do have some logic to coheres values etc, but they do not contain validation logic nor any business logic at all.
Several of the models share attributes. One example is account, as in a
Bookkeeping
account number. These attributes have the same definition,
cohesion and validation logic so it makes sense to extract them from the models
and put them in separate classes. For more information, see Types below.
The model instances are immutable. That means:
customer.name # => "Old Name"
customer.name = 'New Name' # => "New Name"
customer.name == "New Name" # => false
Normally you would expect an assignment to mutate the instance and update the
name
field. Immutability explicitly means that you can't mutate state this
way, any operation that attempts to update state needs to return a new instance
with the updated state while leaving the old instance alone.
So you might think you should do this instead:
customer = customer.name = 'New Name' # => "New Name"
But if you are familiar with chaining assignments in Ruby you will see that this
does not work. The result of any assignment, LHS = RHS
, operation in Ruby is
RHS
. Even if you implement your own =
method and explicitly return something
else. This is a feature of the language and not something we can get around. So
instead you have to do:
customer.name # => "Old Name"
updated_customer = customer.update( name: 'New Name' ) # => <Fortnox::API::Model::Customer:0x007fdf22949298 ... >
updated_customer.name == "New Name" # => true
And note that:
customer.name # => "Old Name"
customer.update( name: 'New Name' ) # => <Fortnox::API::Model::Customer:0x007fdf21100b00 ... >
customer.name == "New Name" # => false
This is how all the models work, they are all immutable.
Models can throw Fortnox::API::AttributeError
if an attribute is invalid in
some way (for instance if you try to assign a too long string to a limited
string attribute) and Fortnox::API::MissingAttributeError
if a required
attribute is missing.
The types automatically enforce the constraints on values, lengths and, in some cases, content of the model attributes. Types forces your models to be correct before sending data to the API, which saves you a lot of API calls and rescuing the exception we throw when we get a 4xx/5xx response from the server (you can still get errors from the server; our implementation is not perfect. Also, Fortnox sometimes requires a specific combination of attributes).
Used to load, update, create and delete model instances. These are what is actually wrapping the HTTP REST API requests against Fortnox's server.
Repositories can throw Fortnox::API::RemoteServerError
if something went wrong
at Fortnox.
These are responsible for the mapping between our plain old Ruby object models and Fortnox JSON requests. The repositories use the mappers to map models to JSON requests and JSON to model instances when working with the Fortnox API, you will not need to use them directly.
This gem is built for Ruby 2.6 or higher (see Travis configuration file for what versions we are testing against).
Add this line to your application's Gemfile:
gem 'fortnox-api'
And then execute:
$ bundle
Or install it yourself as:
$ gem install fortnox-api
:warning: Before 2022, Fortnox used a client ID and a fixed access token for authorization. This way of is now deprecated. The old access tokens have a life span of 10 years according to Fortnox. They can still be used, but you can't issue any new long lived tokens and they recommend to migrate to the new authorization process. This gem will no longer support the old way of authorization since v0.9.0.
You need to have a Fortnox app and to create such an app, you need to register as a Fortnox developer. It might feel as if "I just want to create an integration to Fortnox, not build a public app to in the marketplace". Yeah, we agree... You don't need to release the app on the Fortnox Marketplace, but you need that Fortnox app. Also, see further Fortnox app requirements down below.
Start your journey at Fortnox getting started guide. Note that there's a script to authorize the Fortnox app to your Fortnox account bundled with this gem to help you getting started, see Initialization. Also read Authorizing your integration.
Things you need:
When you have authorized your integration you get an access token from Fortnox. It's a JWT with a expiration time (currently 1 hour). You also get a long lived refresh token (currently lasts for 31 days ). When you need a new access token you send a renewal request to Fortnox. That request contains the new access token as well as a new refresh token and some other data. Note that the old refresh token is invalidated when new tokens are requested. As long as you have a valid refresh token you will be available to request new tokens.
The gem exposes a specific repository for renewing tokens. You use it like this:
require 'fortnox/api'
tokens = Fortnox::API::Repository::Authentication.new.renew_tokens(
refresh_token: 'a valid refresh token',
client_id: "the integration's client id",
client_secret: "the integration's client secret"
)
# You probably want to persist your tokens somehow...
store_refresh_token(tokens[:refresh_token])
store_access_token(tokens[:access_token])
# Set the new access token
Fortnox::API.access_token = tokens[:access_token]
# The gem will now use the new access token
Fortnox::API::Repository::Customer.new.all
It's up to you to provide a valid token to the gem and to renew it regularly, otherwise you need to start over again with the Initialization.
There's a script in bin/get_tokens
to issue valid access and refresh tokens.
Provide valid credentials in .env
, see .env.template
or have a look in the
script itself to see what's needed.
The gem can be configured in a configure
block, where setting
is one of the
settings from the table below.
Fortnox::API.configure do |config|
config.setting = 'value'
end
Setting | Description | Required | Default |
---|---|---|---|
base_url |
The base url to Fortnox API | No | 'https://api.fortnox.se/3/' |
token_url |
The url to Fortnox token endpoint | No | 'https://apps.fortnox.se/oauth-v1/token' |
debugging |
For debugging | No | false |
logger |
The logger to use | No | A simple logger that writes to $stdout with log level WARN . |
Yes, we support working with several accounts at once. Simply switch access token between calls. The token is stored in the current thread, so it's thread safe.
repository = Fortnox::API::Repository::Customer.new
Fortnox::API.access_token = 'account1_access_token'
repository.all # Calls account1
Fortnox::API.access_token = 'account2_access_token'
repository.all # Calls account2
As of november 2021 and the new OAuth 2 flow, Fortnox has made adjustments to the rate limit and it is no longer calculated per access token (if you are not using the old auth flow, but that flow is deprecated in this gem since v0.9.0).
Repositories are used to load,save and remove entities from the remote server. The calls are subject to network latency and are blocking. Do make sure to rescue appropriate network errors in your code.
require 'fortnox/api'
Fortnox::API.access_token = 'valid_access_token'
# Instanciate a repository
repo = Fortnox::API::Repository::Customer.new
# Get a list of all the entities
repo.all #=> <Fortnox::API::Collection:0x007fdf2104575638 @entities: [<Fortnox::API::Customer::Simple:0x007fdf21033ee8>, <Fortnox::API::Customer::Simple:0x007fdf22994310>, ... ]
# Get entity by id
repo.find( 5 ) #=> <Fortnox::API::Model::Customer:0x007fdf21100b00>
# Get entities by attribute
repo.find_by( customer_number: 5 ) #=> <Fortnox::API::Collection:0x007fdf22994310 @entities: [<Fortnox::API::Customer::Simple:0x007fdf22949298>]
If you are eagle eyed you might have spotted the different classes for the entities returned in a collection vs the one we get from find. The simple version of a class is used in thouse cases where the API-server doesn't return a full set of attributes for an entity. For customers the simple version has 10 attributes while the full have over 40.
Note that find
also supports a hash as an argument, which simply adds given
hash keys as HTTP parameters to the call. This will let you search, sort, use
limits and offsets as well as do pagination. See
Fortnox documentation for
more information about available parameters.
# Get second page of Customers
Fortnox::API::Repository::Customer.new.find { page: 2 }
All the repository methods return instances or collections of instances of some resource class such as customer, invoice, item, voucher and so on.
Instances are immutable and any update returns a new instance with the appropriate attributes changed (see the Immutable section under Architecture above for more details). To change the properties of a model works like this:
require 'fortnox/api'
customer #=> <Fortnox::API::Model::Customer:0x007fdf228db310>
customer.name #=> "Nelly Bloom"
customer.update( name: "Ned Stark" ) #=> <Fortnox::API::Model::Customer:0x0193a456ff0307>
customer.name #=> "Nelly Bloom"
updated_customer = customer.update( name: "Ned Stark" ) #=> <Fortnox::API::Model::Customer:0x0193a456fe3791>
updated_customer.name #=> "Ned Stark"
The update method takes an implicit hash of attributes to update, so you can update as many as you like in one go.
See the CONTRIBUTE readme.