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Invoicing in Planyo

The third use case in the Planyo business scenario is invoicing. This page describes the relevant tasks and the operations you use in the Planyo connector and the other ESB connectors.

Overview

The flow for invoicing is illustrated in the following diagram. The ESB connectors for FreshBooks will be used to connect to each service. 

Prerequisite

Reservations should be added in Planyo as an offline process.

  1. Retrieve invoiced items from the Planyo API using the getInvoiceItemsById operation.
  2. Check if the client exists in the FreshBooks API using the listClients operation and create the client if the client does not exist in the FreshBooks API using the createClient operation.
  3. Create invoices in the FreshBooks API using the createInvoice operation and update the reservation in the Planyo API with the reservation number using the setCustomProperties operation.
  4. Using the getInvoice operation, retrieve the invoice details from the FreshBooks API. 
Planyo operations
FreshBooks operations

Note

Tax details are not incorporated in the scenario.

Assumptions

Client e-mail is unique in the FreshBooks account. Hence only one client should be available for a given client email.

Observations

FreshBooks connector's createInvoice method randomly fails at times. This was observed in Recurly scenario implementations (Refer the note in https://docs.wso2.com/display/CONNECTORS/Subscription+Payments+in+). Try re-running the failed request to get a successful response. 

Samples
Sample Template for retrieving invoice items from Planyo and creating an invoice in FreshBooks
<?xml version="1.0" encoding="UTF-8"?>
<!--
   Copyright (c) 2005-2015, WSO2 Inc. (http://www.wso2.org) All Rights Reserved.
   WSO2 Inc. licenses this file to you under the Apache License,
   Version 2.0 (the "License"); you may not use this file except
   in compliance with the License.
   You may obtain a copy of the License at
   http://www.apache.org/licenses/LICENSE-2.0
   Unless required by applicable law or agreed to in writing,
   software distributed under the License is distributed on an
   "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
   KIND, either express or implied.  See the License for the
   specific language governing permissions and limitations
   under the License.
-->
<!-- This template retrieves Invoice Items from Planyo and creates an INvoice in FreshBooks. Client will be created in FreshBooks 
   if not available. Finally, updates the Planyo Reservation with the created Invoice number -->
<template name="planyo-retrieveInvoiceItemsAndCreateInvoicesInFreshBooks" xmlns="http://ws.apache.org/ns/synapse">
   <!-- Planyo parameters -->
   <parameter name="planyoApiKey" description="The apiKey of a valid Planyo account" />
   <parameter name="planyoReservationId" description="Planyo Reservation identifier" />
   <!-- FreshBooks parameters -->
   <parameter name="freshbooksApiUrl" description="The FreshBooks Api Url" />
   <parameter name="freshbooksApiKey" description="The Api Key of the FreshBooks" />
   <sequence>
      <!-- Planyo properties -->
      <property name="uri.var.planyoApiUrl" value="http://api.planyo.com" />
      <property name="uri.var.planyoApiKey" expression="$func:planyoApiKey" />
      <property name="uri.var.planyoReservationId" expression="$func:planyoReservationId" />
      <property name="uri.var.planyoVersion" value="1" />
      <property name="uri.var.planyoDetailLevel" value="4" />
      <!-- FreshBooks properties -->
      <property name="uri.var.freshbooksApiUrl" expression="$func:freshbooksApiUrl" />
      <property name="uri.var.freshbooksApiKey" expression="$func:freshbooksApiKey" />
      <!-- Common properties -->
      <property name="uri.var.emptyID" value="{}" />
      <!-- Retrieve Invoice Items of the given reservation -->
      <planyo.init>
         <apiUrl>{$ctx:uri.var.planyoApiUrl}</apiUrl>
         <apiKey>{$ctx:uri.var.planyoApiKey}</apiKey>
         <language>{$ctx:uri.var.planyoLanguage}</language>
         <version>{$ctx:uri.var.planyoVersion}</version>
      </planyo.init>
      <planyo.getInvoiceItemsById>
         <reservationId>{$ctx:uri.var.planyoReservationId}</reservationId>
      </planyo.getInvoiceItemsById>
      <property name="uri.var.planyoInvoiceItemsResponseCode" expression="json-eval($.response_code)" />
      <!-- START: Check the successful response of getInvoiceItemsById to proceed with Invoice Creation -->
      <filter xpath="get-property('uri.var.planyoInvoiceItemsResponseCode') = 0">
         <else>
            <property name="uri.var.id" expression="fn:concat('planyoReservationId:', get-property('uri.var.planyoReservationId'))" />
            <property name="uri.var.planyoInvoiceItemsResponseMessage" expression="json-eval($.response_message)" />
            <call-template target="responseHandlerTemplate">
               <with-param name="activity" value="planyo_getInvoiceItemsById" />
               <with-param name="id" value="{$ctx:uri.var.id}" />
               <with-param name="status" value="Error" />
               <with-param name="message" value="{$ctx:uri.var.planyoInvoiceItemsResponseMessage}" />
            </call-template>
         </else>
         <then>
            <!-- Successfully retrieved the Invoice Items details -->
            <property name="uri.var.planyoInvoiceItemsResults" expression="json-eval($.data.results)" />
            <!-- Retrieves the returned Invoice Item details and creates content for the invoice -->
            <script language="js">
               <![CDATA[
                  var planyoInvoiceItems = mc.getProperty('uri.var.planyoInvoiceItemsResults');
                  if(planyoInvoiceItems != ''){
                  
                     var planyoInvoiceItemsArray = eval("(" + planyoInvoiceItems + ")");
                     var lines = '';
                     // Check whether variants are available in each product.         
                     if(planyoInvoiceItemsArray.length > 0){         
                        for(var i = 0; i < planyoInvoiceItemsArray.length; i++){
                        lines += '<line><name>' + planyoInvoiceItemsArray[i].name 
                                 + '</name><description> Invoice Item of Reservation ' + mc.getProperty('uri.var.planyoReservationId') 
                                 + '</description><unit_cost>' + planyoInvoiceItemsArray[i].price 
                                 + '</unit_cost><quantity>' + planyoInvoiceItemsArray[i].quantity + '</quantity></line>';
                        }
                     }         
                     mc.setProperty('uri.var.lines', lines);
                  }
               
               ]]>
            </script>
            <!-- START: Checks the availability of the invoice Items lines to proceed with the -->
            <filter source="boolean(get-property('uri.var.lines'))" regex="true">
               <else>
                  <property name="uri.var.createInvoiceId"
                     expression="fn:concat('planyoReservationId:', get-property('uri.var.planyoReservationId'))" />
                  <property name="uri.var.status" value="Skipped" />
                  <property name="uri.var.activity" value="freshbooks_createInvoice" />
                  <property name="uri.var.message" value="Line details were not found for the Resources of the Planyo Reservation" />
               </else>
               <then>
                  <!-- Retrieve Reservation details of the given reservation -->
                  <planyo.init>
                     <apiUrl>{$ctx:uri.var.planyoApiUrl}</apiUrl>
                     <apiKey>{$ctx:uri.var.planyoApiKey}</apiKey>
                     <language>{$ctx:uri.var.planyoLanguage}</language>
                     <version>{$ctx:uri.var.planyoVersion}</version>
                  </planyo.init>
                  <planyo.getReservationById>
                     <reservationId>{$ctx:uri.var.planyoReservationId}</reservationId>
                  </planyo.getReservationById>
                  <property name="uri.var.planyoUserId" expression="json-eval($.data.user_id)" />
                  <!-- START: Check the successful response of getReservationById to proceed with Invoice Creation -->
                  <filter source="boolean(get-property('uri.var.planyoUserId'))" regex="true">
                     <else>
                        <property name="uri.var.createInvoiceId"
                           expression="fn:concat('planyoReservationId:', get-property('uri.var.planyoReservationId'))" />
                        <property name="uri.var.planyoGetReservationErrorMessage" expression="json-eval($.response_message)" />
                        <property name="uri.var.status" value="Skipped" />
                        <property name="uri.var.activity" value="planyo_getReservationDetails" />
                        <property name="uri.var.message"
                           expression="fn:concat('Could not retrieve User details for the Reservation, Error: ', get-property('uri.var.planyoGetReservationErrorMessage'))" />
                     </else>
                     <then>
                        <!-- Retrieve User details of the given reservation -->
                        <planyo.init>
                           <apiUrl>{$ctx:uri.var.planyoApiUrl}</apiUrl>
                           <apiKey>{$ctx:uri.var.planyoApiKey}</apiKey>
                           <language>{$ctx:uri.var.planyoLanguage}</language>
                           <version>{$ctx:uri.var.planyoVersion}</version>
                        </planyo.init>
                        <planyo.getUserById>
                           <userId>{$ctx:uri.var.planyoUserId}</userId>
                           <detailLevel>{$ctx:uri.var.planyoDetailLevel}</detailLevel>
                        </planyo.getUserById>
                        <property name="uri.var.planyoUserDetailsResponseCode" expression="json-eval($.response_code)" />
                        <!-- START: Check the successful response of getUserById to proceed with Invoice Creation -->
                        <filter xpath="get-property('uri.var.planyoUserDetailsResponseCode') = 0">
                           <else>
                              <property name="uri.var.createInvoiceId"
                                 expression="fn:concat('planyoReservationId:', get-property('uri.var.planyoReservationId'))" />
                              <property name="uri.var.planyoGetUserErrorMessage" expression="json-eval($.response_message)" />
                              <property name="uri.var.status" value="Skipped" />
                              <property name="uri.var.activity" value="planyo_getUserDetails" />
                              <property name="uri.var.message"
                                 expression="fn:concat('Could not retrieve User email of the Reservation, Error: ', get-property('uri.var.planyoGetUserErrorMessage'))" />
                           </else>
                           <then>
                              <property name="uri.var.clientEmail" expression="json-eval($.data.email)" />
                              <property name="uri.var.clientFirstName" expression="json-eval($.data.first_name)" />
                              <property name="uri.var.clientLastName" expression="json-eval($.data.last_name)" />
                              <!-- filter to remove the null value from the last name -->
                              <filter xpath="get-property('uri.var.clientLastName') = 'null'">
                                 <then>
                                    <property name="uri.var.clientLastName" value="" />
                                 </then>
                              </filter>
                              <!-- START: Check the availability of the User email to proceed with Invoice Creation -->
                              <filter source="boolean(get-property('uri.var.clientEmail'))" regex="true">
                                 <else>
                                    <property name="uri.var.createInvoiceId"
                                       expression="fn:concat('planyoReservationId:', get-property('uri.var.planyoReservationId'))" />
                                    <property name="uri.var.planyoGetUserErrorMessage" expression="json-eval($.response_message)" />
                                    <property name="uri.var.status" value="Skipped" />
                                    <property name="uri.var.activity" value="planyo_getUserDetails" />
                                    <property name="uri.var.message"
                                       value="Could not retrieve User email of the Reservation. User email should be available to create the Invoice" />
                                 </else>
                                 <then>
                                    <!-- Item details are extracted and proceeds with FreshBooks Invoice creation -->
                                    <property name="messageType" value="application/xml" scope="axis2" />
                                    <!-- list FreshBooks clients for the given email -->
                                    <freshbooks.init>
                                       <apiUrl>{$ctx:uri.var.freshbooksApiUrl}</apiUrl>
                                       <authenticationToken>{$ctx:uri.var.freshbooksApiKey}</authenticationToken>
                                    </freshbooks.init>
                                    <freshbooks.listClients>
                                       <email>{$ctx:uri.var.clientEmail}</email>
                                    </freshbooks.listClients>
                                    <!-- retrieve the error message from the listClients method is there is any -->
                                    <property name="uri.var.listClientsErrorMessage" expression="//*[local-name()='error']/text()" />
                                    <!-- STRAT: Check the successful execution of the listClients method to proceed with 
                                       Invoice creation -->
                                    <filter source="boolean(get-property('uri.var.listClientsErrorMessage'))"
                                       regex="true">
                                       <then>
                                          <property name="uri.var.createInvoiceId" expression="get-property('uri.var.emptyID')" />
                                          <property name="uri.var.message"
                                             expression="fn:concat('Cannot check the existence of the client(', get-property('uri.var.clientEmail') ,') in Freshbooks. Error: ', get-property('uri.var.listClientsErrorMessage'))" />
                                          <property name="uri.var.status" value="Error" />
                                          <property name="uri.var.activity" value="freshbooks_createInvoice" />
                                       </then>
                                       <else>
                                          <property name="uri.var.clientsCount" expression="//*[local-name()='clients']/@total" />
                                          <!-- START: Checks if there aren't any clients listed for the provided email -->
                                          <filter xpath="0 = get-property('uri.var.clientsCount')">
                                             <then>
                                                <property name="messageType" value="application/xml" scope="axis2" />
                                                <!-- Client does not exist in FreshBooks, proceed to create client in FreshBooks -->
                                                <freshbooks.init>
                                                   <apiUrl>{$ctx:uri.var.freshbooksApiUrl}</apiUrl>
                                                   <authenticationToken>{$ctx:uri.var.freshbooksApiKey}</authenticationToken>
                                                </freshbooks.init>
                                                <freshbooks.createClient>
                                                   <email>{$ctx:uri.var.clientEmail}</email>
                                                   <firstName>{$ctx:uri.var.clientFirstName}</firstName>
                                                   <lastName>{$ctx:uri.var.clientLastName}</lastName>
                                                </freshbooks.createClient>
                                                <!-- retrieve the error message from the listClients method is there is any -->
                                                <property name="uri.var.createClientErrorMessage" expression="//*[local-name()='error']/text()" />
                                                <!-- STRAT: Check the successful execution of the createClient method -->
                                                <filter source="boolean(get-property('uri.var.createClientErrorMessage'))"
                                                   regex="true">
                                                   <then>
                                                      <property name="uri.var.createClientId" expression="get-property('uri.var.emptyID')" />
                                                      <property name="uri.var.createClientMessage"
                                                         expression="fn:concat('Failed to create the non existing Client with Email: ', get-property('uri.var.clientEmail') ,'. Error: ', get-property('uri.var.createClientErrorMessage'))" />
                                                      <property name="uri.var.status" value="Error" />
                                                   </then>
                                                   <else>
                                                      <!-- Fetches the created Client ID -->
                                                      <property name="uri.var.freshbooksClientId" expression="//*[local-name()='client_id']/text()" />
                                                      <property name="uri.var.createClientId"
                                                         expression="get-property('uri.var.freshbooksClientId')" />
                                                      <property name="uri.var.createClientMessage"
                                                         expression="fn:concat('Successfully created the Client with Email: ', get-property('uri.var.clientEmail'))" />
                                                      <property name="uri.var.status" value="Success" />
                                                   </else>
                                                </filter>
                                                <!-- END: Check Client creation -->
                                                <!-- Generate response for the FreshBooks Client creation -->
                                                <call-template target="responseHandlerTemplate">
                                                   <with-param name="activity" value="freshbooks_createClient" />
                                                   <with-param name="id" value="{$ctx:uri.var.createClientId}" />
                                                   <with-param name="status" value="{$ctx:uri.var.status}" />
                                                   <with-param name="message" value="{$ctx:uri.var.createClientMessage}" />
                                                </call-template>
                                             </then>
                                             <else>
                                                <!-- Fetches the existing client ID, Scenario assumption: email is unique 
                                                   for each client hence only one client should be present and retrieves the first email -->
                                                <property name="uri.var.freshbooksClientId"
                                                   expression="//*[local-name()='client'][1]/*[local-name()='client_id']/text()" />
                                             </else>
                                          </filter>
                                          <!-- END: Client availability check -->
                                          <!-- STRAT: Check the availability of the client ID to proceed with Invoice creation -->
                                          <filter source="boolean(get-property('uri.var.freshbooksClientId'))"
                                             regex="false">
                                             <then>
                                                <property name="uri.var.createInvoiceId"
                                                   expression="fn:concat('planyoReservationId:', get-property('uri.var.planyoReservationId'))" />
                                                <property name="uri.var.message"
                                                   expression="fn:concat('Client Id is not present for the client with Email: ', get-property('uri.var.clientEmail'), ', Hence could not create Invoice for the Reservation')" />
                                                <property name="uri.var.status" value="Error" />
                                                <property name="uri.var.activity" value="freshbooks_createInvoice" />
                                             </then>
                                             <else>
                                                <property name="uri.var.freshBooksInvoiceName"
                                                   expression="fn:concat('Invoice For Reservation ', get-property('uri.var.planyoReservationId'))" />
                                                <property name="uri.var.status" value="" />
                                                <!-- Create FreshBooks invoice for the client -->
                                                <freshbooks.init>
                                                   <apiUrl>{$ctx:uri.var.freshbooksApiUrl}</apiUrl>
                                                   <authenticationToken>{$ctx:uri.var.freshbooksApiKey}</authenticationToken>
                                                </freshbooks.init>
                                                <freshbooks.createInvoice>
                                                   <firstName>{$ctx:uri.var.freshBooksInvoiceName}</firstName>
                                                   <clientId>{$ctx:uri.var.freshbooksClientId}</clientId>
                                                   <lines>{$ctx:uri.var.lines}</lines>
                                                </freshbooks.createInvoice>
                                                <property name="uri.var.freshBooksCreateInvoiceErrorMessage"
                                                   expression="//*[local-name()='error']/text()" />
                                                <!-- START: Checks the successful completion of the FreshBooks Invoice -->
                                                <filter
                                                   source="boolean(get-property('uri.var.freshBooksCreateInvoiceErrorMessage'))"
                                                   regex="true">
                                                   <then>
                                                      <property name="uri.var.createInvoiceId"
                                                         expression="fn:concat('planyoReservationId:', get-property('uri.var.planyoReservationId'))" />
                                                      <property name="uri.var.message"
                                                         expression="fn:concat('Failed to create the Invoice for the Reservation. Error: ', get-property('uri.var.freshBooksCreateInvoiceErrorMessage'))" />
                                                      <property name="uri.var.activity" value="freshbooks_createInvoice" />
                                                      <property name="uri.var.status" value="Error" />
                                                   </then>
                                                   <else>
                                                      <property name="uri.var.freshBooksInvoiceId" expression="//*[local-name()='invoice_id']/text()" />
                                                      <property name="uri.var.createInvoiceId"
                                                         expression="fn:concat('invoiceId:', get-property('uri.var.freshBooksInvoiceId'), ',planyoReservationId:', get-property('uri.var.planyoReservationId'), ',freshbooksClientId:', get-property('uri.var.freshbooksClientId'))" />
                                                      <property name="uri.var.message"
                                                         value="Successfully created the Client Invoice for the Reservation" />
                                                      <property name="uri.var.activity" value="freshbooks_createInvoice" />
                                                      <property name="uri.var.status" value="Success" />
                                                      <!-- Retrieve the created Invoice number -->
                                                      <freshbooks.init>
                                                         <apiUrl>{$ctx:uri.var.freshbooksApiUrl}</apiUrl>
                                                         <authenticationToken>{$ctx:uri.var.freshbooksApiKey}</authenticationToken>
                                                      </freshbooks.init>
                                                      <freshbooks.getInvoice>
                                                         <invoiceId>{$ctx:uri.var.freshBooksInvoiceId}</invoiceId>
                                                      </freshbooks.getInvoice>
                                                      <property name="uri.var.invoiceNumber" expression="//*[local-name()='number']/text()" />
                                                      <!-- START: Checks the availability of the created Invoice number to 
                                                         proceed with Reservation update -->
                                                      <filter source="boolean(get-property('uri.var.invoiceNumber'))"
                                                         regex="true">
                                                         <else>
                                                            <property name="uri.var.planyoUpdateReservationId"
                                                               expression="fn:concat('freshbooksInvoiceId:', get-property('uri.var.invoiceId'), ',planyoReservationId:', get-property('uri.var.planyoReservationId'))" />
                                                            <property name="uri.var.updateReservationMessage"
                                                               value="Could not retrieve the number of the created Invoice, Hence the Reservation will not be updated with the Invoice number" />
                                                            <property name="uri.var.updateReservationStatus"
                                                               value="Error" />
                                                         </else>
                                                         <then>
                                                            <!-- Temporally saves the invoice Id -->
                                                            <property name="uri.var.invoiceId"
                                                               expression="get-property('uri.var.freshBooksInvoiceId')" />
                                                            <property name="uri.var.planyoType" value="reservation" />
                                                            <property name="uri.var.customProperties"
                                                               expression="fn:concat('{&quot;Invoice_Number&quot;: &quot;', get-property('uri.var.invoiceNumber'), '&quot;}')" />
                                                            <planyo.init>
                                                               <apiUrl>{$ctx:uri.var.planyoApiUrl}</apiUrl>
                                                               <apiKey>{$ctx:uri.var.planyoApiKey}</apiKey>
                                                               <language>{$ctx:uri.var.planyoLanguage}</language>
                                                               <version>{$ctx:uri.var.planyoVersion}</version>
                                                            </planyo.init>
                                                            <planyo.setCustomProperties>
                                                               <type>{$ctx:uri.var.planyoType}</type>
                                                               <id>{$ctx:uri.var.planyoReservationId}</id>
                                                               <customProperties>{$ctx:uri.var.customProperties}</customProperties>
                                                            </planyo.setCustomProperties>
                                                            <property name="uri.var.planyoUpdateReservationResponseCode"
                                                               expression="json-eval($.response_code)" />
                                                            <property name="uri.var.planyoUpdateReservationId"
                                                               expression="fn:concat('freshbooksInvoiceId:', get-property('uri.var.invoiceId'), ',planyoReservationId:', get-property('uri.var.planyoReservationId'))" />
                                                            <!-- START: Check the successful response of getInvoiceItemsById 
                                                               to proceed with Invoice Creation -->
                                                            <filter
                                                               xpath="get-property('uri.var.planyoUpdateReservationResponseCode') = 0">
                                                               <else>
                                                                  <property name="uri.var.updateReservationMessage"
                                                                     expression="fn:concat('Failed to update the Reservation with the Invoice number ', get-property('uri.var.invoiceNumber'))" />
                                                                  <property name="uri.var.updateReservationStatus"
                                                                     value="Error" />
                                                               </else>
                                                               <then>
                                                                  <property name="uri.var.updateReservationMessage"
                                                                     expression="fn:concat('Successfully updated the Reservation with the Invoice number ', get-property('uri.var.invoiceNumber'))" />
                                                                  <property name="uri.var.updateReservationStatus"
                                                                     value="Success" />
                                                               </then>
                                                            </filter>
                                                         </then>
                                                      </filter>
                                                      <!-- END: Invoice number availability check -->
                                                      <property name="uri.var.isReservationUpdateCalled" value="true" />
                                                   </else>
                                                </filter>
                                                <!-- END: Successful creation of the FreshBooks Invoice -->
                                             </else>
                                          </filter>
                                          <!-- END: client ID check -->
                                       </else>
                                    </filter>
                                    <!-- END: listClients execution check -->
                                 </then>
                              </filter>
                              <!-- END: User email availability check -->
                           </then>
                        </filter>
                        <!-- END: User details retrieval check -->
                     </then>
                  </filter>
                  <!-- END: User id availability check -->
               </then>
            </filter>
            <!-- END: Check the availability of the lines -->
            <!-- Generate response for the FreshBooks Invoice creation -->
            <call-template target="responseHandlerTemplate">
               <with-param name="id" value="{$ctx:uri.var.createInvoiceId}" />
               <with-param name="activity" value="{$ctx:uri.var.activity}" />
               <with-param name="status" value="{$ctx:uri.var.status}" />
               <with-param name="message" value="{$ctx:uri.var.message}" />
            </call-template>
            <!-- START: Check the availability of the invoice Update property to proceed with the updated response generation -->
            <filter source="get-property('uri.var.isReservationUpdateCalled')" regex="true">
               <then>
                  <!-- Generate the response for Reservation update -->
                  <call-template target="responseHandlerTemplate">
                     <with-param name="id" value="{$ctx:uri.var.planyoUpdateReservationId}" />
                     <with-param name="activity" value="planyo_updateReservation" />
                     <with-param name="status" value="{$ctx:uri.var.updateReservationStatus}" />
                     <with-param name="message" value="{$ctx:uri.var.updateReservationMessage}" />
                  </call-template>
               </then>
            </filter>
            <!-- END: isReservationUpdateCalled availability check -->
         </then>
      </filter>
      <!-- END: Check the successful response of getInvoiceItemsById -->
   </sequence>
</template>

 

Sample Proxy for retrieving invoiced items for a given reservation from Planyo and creating invoices for the items in FreshBooks, and updating the reservations with the created invoice number
<?xml version="1.0" encoding="UTF-8"?>
<!--
   Copyright (c) 2005-2015, WSO2 Inc. (http://www.wso2.org) All Rights Reserved.
   WSO2 Inc. licenses this file to you under the Apache License,
   Version 2.0 (the "License"); you may not use this file except
   in compliance with the License.
   You may obtain a copy of the License at
   http://www.apache.org/licenses/LICENSE-2.0
   Unless required by applicable law or agreed to in writing,
   software distributed under the License is distributed on an
   "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
   KIND, either express or implied.  See the License for the
   specific language governing permissions and limitations
   under the License.
-->
<proxy xmlns="http://ws.apache.org/ns/synapse" name="planyo_createInvoices" transports="https,http" statistics="disable"
   trace="disable" startOnLoad="true">
   <target>
      <inSequence onError="faultHandlerSeq">
         <!-- Planyo properties -->
         <property name="planyoApiUrl" expression="json-eval($.planyoApiUrl)" />
         <property name="planyoApiKey" expression="json-eval($.planyoApiKey)" />
         <!-- FreshBooks properties -->
         <property name="freshbooksApiUrl" expression="json-eval($.freshbooksApiUrl)" />
         <property name="freshbooksApiKey" expression="json-eval($.freshbooksApiKey)" />
         <!-- Common properties -->
         <property name="index" value="0" scope="operation" />
         <property name="invoiceDetails" expression="json-eval($.invoiceDetails)" />
         <property name="noOfInvoices" expression="count(//invoiceDetails[string-length(node()) > 0])" scope="operation" />
         <!-- START: Checks if invoiceDetails are provided by the user -->
         <filter xpath="get-property('operation', 'noOfInvoices') = 0">
            <then>
               <!-- Generate the response when invoiceDetails are not provided -->
               <property name="emptyID" value="{}"/>
               <call-template target="responseHandlerTemplate">
                  <with-param name="id" value="{$ctx:emptyID}" />
                  <with-param name="activity" value="planyo_createInvoice" />
                  <with-param name="status" value="Skipped" />
                  <with-param name="message" value="Please provide invoiceDetails to create Invoices" />
               </call-template>
               <loopback />
            </then>
         </filter>
         <!-- END: invoiceDEtails availability check -->
         <!-- START: Iterates over non-empty invoiceDEtails to extract information and proceed with Invoice creation -->
         <iterate id="reservationIterator" expression="//invoiceDetails[string-length(node()) > 0]"
            continueParent="true" preservePayload="true" sequential="true">
            <target>
               <sequence>
                  <property name="planyoReservationId" expression="//planyoReservationId/text()" />
                  <call-template target="planyo-retrieveInvoiceItemsAndCreateInvoicesInFreshBooks">
                     <!-- parameter values will be passed on to a sequence template -->
                     (
                     <with-param name="planyoApiUrl" value="{$ctx:planyoApiUrl}" />
                     |
                     <with-param name="planyoApiKey" value="{$ctx:planyoApiKey}" />
                     |
                     <with-param name="planyoReservationId" value="{$ctx:planyoReservationId}" />
                     |
                     <with-param name="freshbooksApiUrl" value="{$ctx:freshbooksApiUrl}" />
                     |
                     <with-param name="freshbooksApiKey" value="{$ctx:freshbooksApiKey}" />
                     |
                     ) *
                  </call-template>
                  <property name="index" expression="get-property('operation','index') + 1" scope="operation" />
               </sequence>
            </target>
         </iterate>
         <filter xpath="get-property('operation', 'index') = get-property('operation', 'noOfInvoices')">
            <then>
               <loopback />
            </then>
         </filter>
      </inSequence>
      <outSequence>
         <property name="messageType" value="application/json" scope="axis2" />
         <!-- Generate the chained response of all the API calls in createLeads -->
         <payloadFactory media-type="json">
            <format>
               {
               "Response":{
               "process":"planyo_createInvoices",
               "activityResponse":[$1]
               }
               }
            </format>
            <args>
               <arg evaluator="xml" expression="get-property('operation', 'responseString')" />
            </args>
         </payloadFactory>
         <send />
      </outSequence>
   </target>
   <description />
</proxy>       


Sample Request for retrieving invoiced items for a given reservation from Planyo and creating invoices for the items in FreshBooks, and updating the reservations with the created invoice number
{
   "planyoApiUrl":"http://api.planyo.com",
   "planyoApiKey":"794f56460a03fc193ffdf2c45725ad87",
   
   "freshbooksApiUrl":"https://apptestcompany-billing.freshbooks.com",
   "freshbooksApiKey":"cef886d5bfe9d4ff3deb783eeea661b0",
   
   "invoiceDetails": [
                  {
                     "planyoReservationId":950355
                  },
                  {
                     "planyoReservationId":997692
                  },
                  {
                     "planyoReservationId":954384
                  }
               ]
}

Mandatory and Optional Parameters

Mandatory parameters : planyoApiKey, freshbooksApiUrl, freshbooksApiKey, planyoApiUrl, invoiceDetails

Note

 The following are the parameter descriptions:

  • planyoApiKey: The API key of the Planyo account
  • planyoApiUrl: The Planyo API URL.
  • freshbooksApiUrl: The URL of the created FreshBooks account
  • freshbooksApiKey: The API key of the FreshBooks account
  • invoiceDetails: Array of JSON objects containing the following properties:
    • planyoReservationId: The Planyo reservation identifier
      Â