Files
invoiceninja-sdk/README.md
T
awkawbandClaude Opus 5 c4f31743f0 Wrap import, export, and the e-document importer
First piece of the last roadmap item. Five routes: `POST /export`,
`POST /preimport`, `POST /import`, `POST /import_json`, and
`PUT /edocument/upload`.

A CSV import is two calls, and only that form is wrapped. `preimport`
uploads one file per entity type as `files[<entity_type>]` — a different
field name from the `documents[]` the `/{id}/upload` routes take — and
answers with a hash plus the column mapping the server suggests. `import`
then starts the ingest from that hash, as plain JSON: with a hash present
`ImportController::import` never looks at uploaded files.

The route does also accept the files and the mapping together in one
multipart request. That form is left out on purpose. A mapping is a nested
structure, and bracket-encoding nested structures into form fields is the
thing this crate avoids by sending JSON everywhere else — the same reason
`COVERAGE.md` gives for diverging from the PHP SDK's `form_params`.

`upload_edocument` is not a document attachment, which is why it is not an
`upload_*` method and why the roadmap had already split it out:
`ExpenseController::edocument` parses each file and creates *expenses*. It
shares the `_method=PUT` spoof with the upload routes, since it is likewise
registered as a `PUT`, but its reply has no `data` envelope — hence the new
`multipart_unwrapped` helper, which dispatches a form built at the call site
rather than imposing one shape on all four import routes.

Two new models, for the two shapes that are stable and that are the point of
the call: `ExportJob` (the collection URL, which expires in one hour, or
five past 10,000 activities) and `ImportPreview` (the hash). Their
`available`/`headers`/`hints` payloads stay `Value` — those come from each
entity's own `importable()` map and are undocumented, so a concrete type
would be a hard decode error where `Value` is lossless.

All five queue work and answer before it happens, so a 200 means accepted.
Failed rows are reported by email, not in the response, and `import_json`
overwrites the company it is pointed at.

`/migration/start` stays unwrapped and is now listed on its own: it is
driven by the v4 migration tool rather than by an SDK caller.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-10-24 23:17:36 -04:00

193 lines
6.6 KiB
Markdown

# invoiceninjars
An async Rust client for the [Invoice Ninja](https://www.invoiceninja.com/) v5 API.
Requires Rust 1.88 or newer.
> **Pre-1.0: no API stability promise.** Pin an exact version and expect
> breaking changes in minor releases; `CHANGELOG.md` records them.
> [`GOALS.md`](GOALS.md) covers what the crate is for and what it is not.
> **Development happens on
> [Gitea](https://gitea.awkawb.cloud/awkawb/invoiceninja-sdk); the
> [GitHub copy](https://github.com/awkawb1/invoiceninja-sdk) is a read-only
> mirror.** Anything pushed to GitHub is overwritten by the next sync, so
> please open issues and pull requests on Gitea.
## Development
Enter the dev shell (Rust toolchain via `rust-overlay`):
```sh
nix develop
```
The dev toolchain is pinned in `flake.nix` rather than tracking latest
stable, so it only moves deliberately. To check the crate still builds on
the declared minimum of 1.88:
```sh
nix develop .#msrv --command cargo test
```
## Usage
```rust
use invoiceninjars::{InvoiceNinjaClient, models::ListParams};
// Hosted app:
let client = InvoiceNinjaClient::hosted(std::env::var("IN_API_TOKEN")?)?;
// Self-hosted — note the base URL must include the `/api/v1` suffix:
let client = InvoiceNinjaClient::new(
"https://your-domain.example/api/v1",
std::env::var("IN_API_TOKEN")?,
)?;
let clients = client.list_clients(&ListParams::new().per_page(50)).await?;
```
`ListParams` has typed setters for the parameters every list endpoint
accepts, plus `param` for the per-resource filters:
```rust
let unpaid = client
.list_invoices(
&ListParams::new()
.per_page(100)
.sort("date|desc")
.param("client_id", "abc123")
.param("client_status", "unpaid"),
)
.await?;
```
List endpoints are paginated. `list_*` returns a single page; `list_all_*`
follows pagination and returns every matching record:
```rust
let all_clients = client.list_all_clients(&ListParams::new()).await?;
```
Every request carries a 60-second deadline by default, since `reqwest`
applies none of its own, and transient failures are retried up to 3 times
with exponential backoff. Both are configurable:
```rust
use std::time::Duration;
use invoiceninjars::RetryPolicy;
let client = InvoiceNinjaClient::hosted(token)?
.with_timeout(Duration::from_secs(300))
.with_retry_policy(RetryPolicy::new(5));
```
Note that the timeout applies to each attempt, not to the call as a whole;
`RetryPolicy::max_elapsed` (120 seconds by default) is what bounds the total.
Retrying is deliberately conservative about `POST`. A `POST` that fails with
a 5xx or times out is **not** replayed, because the server may have applied
it before the response was lost and a repeat would create a second invoice
or payment. A 429 is retried for any method, since the server states it
refused the request without processing it. Pass `RetryPolicy::none()` to
disable retrying entirely.
Run the example (requires `IN_API_TOKEN`, optionally `IN_BASE_URL`):
```sh
IN_API_TOKEN=... cargo run --example list_clients
```
## Coverage
Every one of the API's 34 resource groups, plus users — 338 methods. Each
resource has `list`, `list_all`, `get`, `create`, `update`, `delete`, and
(where the API offers one) `bulk`:
| Area | Resources |
| --- | --- |
| Billing | Clients, Invoices, Quotes, Credits, Payments, Products, Purchase Orders |
| Recurring | Recurring Invoices, Recurring Quotes, Recurring Expenses, Subscriptions |
| Work | Projects, Tasks, Task Statuses, Task Schedulers |
| Spend | Expenses, Expense Categories, Vendors, Bank Transactions |
| Banking | Bank Integrations, Bank Transaction Rules, Company Gateways, Client Gateway Tokens |
| Admin | Companies, Users, Group Settings, Tokens, System Logs |
| Settings | Tax Rates, Payment Terms, Webhooks, Designs, Locations, Tags |
Plus documents, entity actions and PDF downloads — by record id, or by
invitation key for the PDF and XML a given contact receives — reports,
charts, search, statics, email sending, refunds, and health checks.
**See [COVERAGE.md](COVERAGE.md) for the full endpoint-by-endpoint
inventory**, including everything that is deliberately *not* wrapped and why.
Models cover a curated subset of each schema; any field the API returns that
isn't modeled explicitly (including `custom_value1..4` and
`custom_surcharge1..4`) is preserved in that model's `extra` map, so a `get`
followed by an `update` round-trips without dropping data.
### Beyond CRUD
Bulk actions return the affected records. They're available on every
resource the API gives a `/bulk` route — all but companies, system logs, and
client gateway tokens:
```rust
let archived = client.bulk_invoices("archive", &["abc123", "def456"]).await?;
```
Some endpoints — reading or writing an individual user, `/users/bulk`,
purging a client or company — sit behind the API's `password_protected`
middleware and need the account password on top of a valid token:
```rust
let client = InvoiceNinjaClient::hosted(std::env::var("IN_API_TOKEN")?)?
.with_api_password(std::env::var("IN_API_PASSWORD")?)?;
let user = client.get_user("abc123").await?;
```
Invoices, quotes, credits, and purchase orders also support per-entity
actions and PDF rendering:
```rust
let invoice = client.mark_invoice_sent("abc123").await?;
let pdf: Vec<u8> = client.download_invoice("abc123").await?;
// The bulk `download` action streams one merged PDF. Available for quotes,
// credits, and purchase orders too.
let merged: Vec<u8> = client.download_invoices(&["abc123", "def456"]).await?;
```
Documents are attached through the record they belong to, since that is the
only way the API creates one. Sixteen resources support it, as
`upload_client`, `upload_invoice`, `upload_expense`, and so on:
```rust
use invoiceninjars::FileUpload;
let receipt = FileUpload::new("receipt.pdf", std::fs::read("receipt.pdf")?)
.mime("application/pdf");
// `Some(true)` makes the document visible to the client in the portal.
let expense = client.upload_expense("abc123", vec![receipt], Some(false)).await?;
```
Files are held in memory while uploading, and an upload is never retried,
since a replay after a lost response would attach the file twice.
Reports return their raw export body (CSV for most of them). `statics`,
`search`, and `health_check` return typed results; `chart` has no common
response shape, so it decodes into any type you choose:
```rust
use serde_json::{json, Value};
let csv: Vec<u8> = client.report("invoices", &json!({"date_range": "this_year"})).await?;
let totals: Value = client.chart("totals_v2", &json!({})).await?;
let statics = client.statics().await?;
```
Add more resources by adding a model under `src/models/` and a
`resource_methods!` invocation in `src/client.rs`.