@rantalainen/koho-api-helper v7.0.2

KohoApiHelper

API Helper for Koho Sales ERP (http://www.kohosales.com/)

Installation

Install from npm:

npm install @rantalainen/koho-api-helper

Usage

Import to NodeJS project

const KohoApiHelper = require('@rantalainen/koho-api-helper').KohoApiHelper;

Import to TypeScript project

import { KohoApiHelper } from '@rantalainen/koho-api-helper';

Setup with options

const kohoApiHelperOptions = {
  token: 'KOHO_API_TOKEN', // Token from Company Koho settings
  companyId: 1234, // Company ID in Koho, optional if enterpriseId is defined

  // Optional options
  enterpriseId: 1234, // Enterprise ID in Koho, if defined make sure to use enterprise token
  url: 'https://suite-beta.koho-online.com/api', // You can override API url with this property

  // If you are spamming multiple requests to Koho, you should set this to true so that connections are reused
  // This option was depcerated in 6.0.0, internal keepAliveAgent enabled by default
  // useKeepAliveAgent: true,

  // Added in 2.0.0, disable streaming for Koho GET requests, defaults to false and GET requests are streamed
  disableStreaming: true,

  // Added in 3.1.0, optional throttleOptions
  throttleOptions: {
    enabled: true, // default: true
    delay: 30000, // default: 15000
    maxRetries: 1 // default: 3
  },

  // Disable keepAliveAgent, which is true by default (one can also pass own instance of https.Agent)
  keepAliveAgent: false,

  // Disable dnsCache, which is true by default (using got's cacheable-lookup)
  dnsCache: false
};

const helper = new KohoApiHelper(kohoApiHelperOptions);

Implemented methods and resources

The following api resources have been implemented:

• contracts Invoicing contracts
• customers Customers
• customersCategories Customer categories (asiakasryhmä)
• customersGroups Customer groups (erikoisryhmä)
• employees Employees
• invoices Invoices
• persons Customer contact persons
• products Products (product types)
• projects Projects
• sales Sales (pikakauppa)
• notifications Notifications
• offers Offers
• customReports Custom reports

Getter examples

Each resource type has getAll() and getById(1234) getters (below examples with contracts):

const contracts = await helper.contracts.getAll(); // array of contract instances
const contracts = await helper.contracts.getById(1234); // single contract instance

There are also some resource specific getters for customers:

const customers = await helper.customers.getByName('Customer Oy');
const customers = await helper.customers.getByNumber(1234);
const customers = await helper.customers.getByOrganizationId('1234567-8');

Above result can also be achieved by calling getAll() with parameters:

const customers = await helper.customers.getAll({ name: 'Customer Oy' });
const customers = await helper.customers.getAll({ number: 1234 });
const customers = await helper.customers.getAll({ organization_id: '1234567-8' });

Request query parameters can be passed freely. With call below you can find projects that have been updated after said date:

const projects = await helper.projects.getAll({ updated_after: '2020-06-01' });

Setter examples

Update by id:

await helper.projects.updateById(1234, { name: 'New project name' });

Or by fetching resource first and using update method:

const project = await helper.projects.getById(1234); // Get single project instance

await project.update({
  name: 'New project name'
});

:warning: Warning!

When updating custom_parameters you should always first fetch the resource and then make the update with existing custom_parameters as in example below. Otherwise you will write over existing custom_parameters.

const customer = await helper.customers.getById(1234);

await customer.update({
  custom_parameters: {
    ...customer.custom_parameters, // assign existing parameters

    updated_parameter: 'Updated' // update other parameters
  }
});

You can also use patch_parameters for updating custom_parameters.

await customer.update({
  patch_parameters: {
    updated_parameter: 'Updated'
  }
});

Create example

Create new customer

const customer = await helper.customers.create({
  name: 'Example Customer Oy',
  description: 'Customer generated by Koho Api Helper',
  organization_id: '1234567-8'
});

Changelog

• 1.1.0 Add customersGroups and customersCategories resources
• 1.2.0 Add notifications
• 1.3.0 Add offers
• 1.4.0 Add productsCatalogs + code refactoring
• 1.5.0 Add customersFinancialStatements
• 1.6.0 Add accountingTargets, employeeProfiles, employeeTeams
• 1.7.0 Add workSessions, workSessionAssignments, workSessionAssignmentTemplates
• 1.8.0 Add customReports
• 1.9.0 Add workSessionShifts and workSessionShiftTypes, add new helper option useKeepAliveAgent
• 1.10.0 Add support for updating notifications, companies methods, accounting assignments methods and better error messages
• 2.0.0 Add streaming by default for GET requests to avoid throttling, can be disabled by disableStreaming option
• 2.1.0 Add support for offer notifications (extends notifications methods)
• 3.0.0 Update streaming and keepAliveAgent handling
• 3.0.3 Add projectTemplates (experimental)
• 3.1.0 Add throttle handling and throttleOptions to normal requests
• 4.0.0 Implement timeout
• 4.1.0 Add datafiles
• 4.2.0 Add incidents
• 4.2.1 Add requestText to custom-reports
• 5.0.0 New HTTPS Keep Alive agent implementation and defaults with agentkeepalive package
• 6.0.0 Enable dnsCache and keepAliveAgent by default, update dependencies and typings

Miscellaneous examples

Update employee groups.

await employee.update({
  group_ids: [1234, 123]
});