Send a new invoice data from Books to local certified solution via API json due local compliance
Greetings,
I hope you are doing well and staying safe.
Due to local compliance regulations, I am required to issue invoices exclusively using locally certified software, which Zoho Books is not. However, we would like to continue using Zoho Books, so we need to send invoice data to an external certified solution each time a new invoice is issued. This external system should automatically generate a corresponding invoice, essentially mirroring the one created in Zoho Books.
I have access to the API documentation for the external certified solution and have attempted to create a custom function to extract invoice data, format it in JSON, and send it to the external system. However, due to my limited knowledge, I have been unable to save the custom function successfully, as the Deluge editor consistently flags syntax errors.
The API documentation for the external solution can be found here: https://api.factplus.co.ao/documentation/
Below are some of the approaches I have attempted:
===
void EnviarFctraParaFctpls( Map invoice, Map organization, Map user )
{
// A função já recebe os detalhes da fatura e organização como 'invoice' e 'organization'
// Não precisamos usar zoho.books.getRecordsByID para os dados básicos da fatura.
// Usaremos 'invoice' diretamente.
// 1. Extrair Detalhes da Fatura (diretamente do 'invoice' Map)
invoiceData = invoice; // 'invoice' já é o mapa com os dados da fatura
organizationId = organization.get("organization_id"); // ID da sua organização no Zoho Books
invoiceNumber = invoiceData.get("invoice_number");
invoiceDate = invoiceData.get("date"); // Formato 'YYYY-MM-DD'
dueDate = invoiceData.get("due_date"); // Formato 'YYYY-MM-DD'
reference = invoiceData.get("reference_number"); // Pode usar o número de referência do Zoho Books
currency = invoiceData.get("currency_code");
// observation = invoiceData.get("notes"); // Supondo que 'notes' seja para observações
// ATENÇÃO: Verifique na documentação do Factplus como lidar com 'retention'.
// Se o Zoho Books não tiver um campo direto para 'retention', você pode precisar de lógica extra
// ou definir como "0" se não for aplicável no seu caso.
retention_value = "0";
// Dados do Cliente
customerData = invoiceData.get("customer_details");
clientName = customerData.get("customer_name");
clientNIF = customerData.get("vat_reg_no"); // Assumindo que NIF seja o VAT Registration Number
clientEmail = customerData.get("email");
clientCity = customerData.get("city");
clientAddress = customerData.get("billing_address").get("address"); // Endereço de fatura
clientPostalCode = customerData.get("billing_address").get("zip"); // CEP de fatura
clientCountry = customerData.get("billing_address").get("country"); // País de fatura
// Itens da Fatura
lineItems = invoiceData.get("line_items");
factplusItems = collection(); // Coleção para armazenar os itens formatados para o Factplus
for each item in lineItems
{
// Para itemcode, é ideal usar um ID que seja único e identificável no Factplus.
// item.get("item_id") é o ID interno do Zoho Books, o que pode não ser ideal se o Factplus
// espera um código de item de produto/serviço. Considere usar item.get("name") ou um campo personalizado.
itemCode = item.get("item_id");
description = item.get("description");
price = item.get("rate");
quantity = item.get("quantity");
taxRate = item.get("tax_percentage"); // Taxa de imposto
discount = item.get("discount"); // Desconto por linha de item
// ATENÇÃO: exemption_code e retention por item precisam ser verificados na API do Factplus.
exemptionCode = ""; // Valor padrão, ajuste se tiver campo correspondente
itemRetention = "0"; // Valor padrão, ajuste se tiver campo correspondente
factplusItem = Map();
factplusItem.put("itemcode", itemCode);
factplusItem.put("description", description);
factplusItem.put("price", price);
factplusItem.put("quantity", quantity);
factplusItem.put("tax", taxRate);
factplusItem.put("discount", discount);
factplusItem.put("exemption_code", exemptionCode);
factplusItem.put("retention", itemRetention);
factplusItems.add(factplusItem);
}
// 2. Construir o Objeto JSON para a API do Factplus
// ATENÇÃO: SUBSTITUA 'SUA_CHAVE_API_AQUI' PELA SUA CHAVE DE 32 DÍGITOS DO FACTPLUS
factplusPayload = Map();
factplusPayload.put("apicall", "CREATE");
factplusPayload.put("apikey", "SUA_CHAVE_API_AQUI"); // <-- SUA CHAVE API DO FACTPLUS AQUI!
documentMap = Map();
documentMap.put("type", "factura"); // Tipo de documento, confirme se "factura" é o correto
documentMap.put("date", invoiceDate);
documentMap.put("duedate", dueDate);
documentMap.put("vref", invoiceNumber); // Usando o número da fatura como referência. Verifique se o Factplus aceita este formato.
// A "serie" é crucial. O exemplo do Factplus mostra "2020". Você precisa definir uma série apropriada.
// Se o Zoho Books não tiver um campo para série, pode ser um valor fixo ou derivado.
documentMap.put("serie", "2024"); // <-- ATENÇÃO: Defina a série correta para o Factplus (ex: "2024", "FS_A")
documentMap.put("currency", currency);
documentMap.put("exchange_rate", "0"); // Ajuste se houver taxa de câmbio
// documentMap.put("observation", invoiceData.get("notes")); // Se usar campo de notas
documentMap.put("retention", retention_value);
clientMap = Map();
clientMap.put("name", clientName);
clientMap.put("nif", clientNIF);
clientMap.put("email", clientEmail);
clientMap.put("city", clientCity);
clientMap.put("address", clientAddress);
clientMap.put("postalcode", clientPostalCode);
clientMap.put("country", clientCountry);
factplusPayload.put("document", documentMap);
factplusPayload.put("client", clientMap);
factplusPayload.put("items", factplusItems);
// Converter o mapa Deluge para string JSON
jsonString = factplusPayload.toString();
// 3. Fazer a Chamada HTTP POST para a API do Factplus
// ATENÇÃO: Você PRECISA substituir "https://api.factplus.co.ao" pelo ENDPOINT COMPLETO
// da API do Factplus para a criação de faturas.
// Ex: "https://api.factplus.co.ao/v1/invoices" ou similar.
factplusAPI_URL = "https://api.factplus.co.ao"; // <-- SUBSTITUIR PELO ENDPOINT ESPECÍFICO DE CRIAÇÃO DE FATURA
// Cabeçalhos (Content-Type é essencial para JSON)
headers = Map();
headers.put("Content-Type", "application/json");
// Executar a chamada API
apiResponse = invokeurl
[
url : factplusAPI_URL
type : POST
headers: headers
content : jsonString
];
// 4. Tratar a Resposta da API
info "Request sent to Factplus: " + jsonString; // Para depuração, mostre o que foi enviado
info "Factplus API Response: " + apiResponse;
// Adicione lógica para verificar a resposta aqui.
// Ex: if (apiResponse.get("status") == "success") { ... }
// ou if (apiResponse.get("code") == 200) { ... }
// Logar erros se a resposta indicar falha e talvez enviar um email de alerta.
if (apiResponse.get("status") == "success") // Supondo que a API retorne um campo 'status'
{
info "Fatura enviada com sucesso para o Factplus!";
// Opcional: Atualizar a fatura no Zoho Books com um campo de status "Enviado para Factplus"
// Ou armazenar o ID de retorno do Factplus.
}
else
{
error "Erro ao enviar fatura para o Factplus: " + apiResponse.get("message"); // Supondo campo 'message'
// Opcional: Enviar email de erro para o cliente ou para o administrador
}
}
===
And
===
// Função para enviar fatura do Zoho Books para o Factplus
// Parâmetro: invoice_id (ID da fatura criada)
invoice_id = input.invoice_id;
// Obter detalhes da fatura do Zoho Books
invoice = zoho.books.getRecordsByID("Invoices", organization_id, invoice_id);
invoice_data = invoice.get("invoice");
// Mapear dados do cliente
customer_id = invoice_data.get("customer_id");
customer = zoho.books.getRecordsByID("Contacts", organization_id, customer_id);
customer_data = customer.get("contact");
client_map = Map();
client_map.put("name", customer_data.get("contact_name"));
client_map.put("nif", customer_data.get("tax_reg_no", ""));
client_map.put("email", customer_data.get("email", ""));
client_map.put("city", customer_data.get("billing_address").get("city", ""));
client_map.put("address", customer_data.get("billing_address").get("address", ""));
client_map.put("postalcode", customer_data.get("billing_address").get("zip", ""));
client_map.put("country", customer_data.get("billing_address").get("country", "Angola"));
// Mapear itens da fatura
items_list = List();
for each item in invoice_data.get("line_items")
{
item_map = Map();
item_map.put("itemcode", item.get("item_id", "ITEM" + item.get("line_item_id")));
item_map.put("description", item.get("name"));
item_map.put("price", item.get("rate").toString());
item_map.put("quantity", item.get("quantity").toString());
item_map.put("tax", "14"); // Ajuste conforme a tributação aplicável
item_map.put("discount", item.get("discount", "0").toString());
item_map.put("exemption_code", "");
item_map.put("retention", "");
item_map.put("unit", "Unidade");
items_list.add(item_map);
}
// Construir o corpo da requisição para o Factplus
payload = Map();
payload.put("apicall", "CREATE");
payload.put("apikey", "SUA_CHAVE_API_FACTPLUS"); // Substitua pela sua chave de API
document_map = Map();
document_map.put("type", "factura");
document_map.put("date", invoice_data.get("date"));
document_map.put("duedate", invoice_data.get("due_date"));
document_map.put("vref", invoice_data.get("invoice_number"));
document_map.put("serie", invoice_data.get("date").left(4)); // Ano da fatura
document_map.put("currency", "AOA");
document_map.put("exchange_rate", "0");
document_map.put("observation", "");
document_map.put("retention", "0");
payload.put("document", document_map);
payload.put("client", client_map);
payload.put("items", items_list);
// Enviar requisição para o Factplus
headers = Map();
headers.put("Content-Type", "application/json");
response = invokeurl
[
type: POST,
parameters: payload.toString(),
headers: headers,
connection: "FactplusAPI"
];
// Logar a resposta para depuração
info response;
===
Any help?
Thanks in advance.
Topic Participants
ViSFe
Selina Peter
Nederlandse Hulpbronnen
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