NetSuite Rails

Note: Documentation is horrible: PRs welcome. Look at the code for details.

Build Ruby on Rails applications that sync ActiveRecord (ActiveModel and plain old ruby objects too) in real-time to NetSuite. Here's an example:

class Item < ActiveRecord::Base
  include NetSuiteRails::RecordSync

  # specify the NS record that your rails model maps to
  netsuite_record_class NetSuite::Records::InventoryItem

  netsuite_sync :read_write,
    # specify the frequency that your app should poll NetSuite for updates
    frequency: 1.day,
    # it's possible to base syncing off of a saved search. Be sure that "Internal ID" is one of your search result columns
    saved_search_id: 123,
    # limit pushing to NetSuite based on conditional
    if: -> { self.a_condition? },
    # limit pulling from NetSuite based on conditional. This is only
    # considered when handling a single pull
    pull_if: -> { self.another_condition? },

    # accepted values are :async and :sync. Default is :async
    mode: :sync


  # local => remote field mapping
  netsuite_field_map({
    :item_number => :item_id,
    :name => :display_name,

    # the corresponding NetSuite field must be manually specified in before_netsuite_push
    :user => Proc.new do |local_rails_record, netsuite_record, sync_direction|
    	if direction == :pull

    	elsif direction == :push

    	end
    end,

    :custom_field_list => {
    	:a_local_field => :custrecord_remote_field
    	:a_special_local_field => Proc.new do |local, ns_record, direction|
    		if direction == :push
    		  # if proc is used with a field mapping, the field must be specified in `netsuite_manual_fields`
    		  ns_record.custom_field_list.custentity_special_long = 1
          ns_record.custom_field_list.custentity_special_long.type = 'platformCore:LongCustomFieldRef'
    		end
    	end
    }
  })

  # sanitizes input from rails to ensure NS doesn't throw a fatal error
  netsuite_field_hints({
    :phone => :phone,
    :email => :email
  })

  before_netsuite_push do |netsuite_record|
    self.netsuite_manual_fields = [ :entity, :custom_field_list ]
  end
end

Your ruby model:

• Needs to have a netsuite_id and netsuite_id= method
• Does not need to be an ActiveRecord model. If you don't use ActiveRecord it is your responsibility to trigger Model#netsuite_push.

Notes:

• If sync_mode == :async model.save will be run if a record is created referencing an existing NetSuite object: model.create! netsuite_id: 123
• If you are using update, a update call will not be run if no changed fields are detected. If you are manually using fields specify them with netsuite_manual_fields

Using Upsert

TODO generating external ID tag

TODO configuring upsert

TODO add vs upsert consideration

Installation

gem 'netsuite_rails'

Install the database migration to persist poll timestamps:

rails g netsuite_rails:install

This helps netsuite_rails to know when the last time your rails DB was synced with the NS.

Date

Time

"Time of Day" fields in NetSuite are especially tricky. To ensure that times don't shift when you push them to NetSuite here are some tips:

1. Take a look at the company time zone setup. This is in Setup
2. Ensure your WebService's Employee record has either:

• No time zone set
• The same time zone as the company

3. Ensure that the WebService's GUI preferences have the same time zone settings as the company. This effects how times are translated via SuiteTalk.
4. Set the netsuite_instance_time_zone_offset setting to your company's time zone

# set your timezone offset
NetSuiteRails::Configuration.netsuite_instance_time_zone_offset(-6)

Changing WebService User's TimeZone Preferences

It might take a couple hours for time zone changes to take effect. From my experience, either the time zone changes have some delay associated with them or the time zone implementation is extremely buggy.

Usage

Syncing Options

netsuite_record_class NetSuite::Records::Customer
netsuite_record_class NetSuite::Records::CustomRecord, 123

netsuite_sync: :read
netsuite_sync: :read_write
# TODO not after_netsuite_push replacement for aggressive sync

netsuite_sync: :read, frequency: :never
netsuite_sync: :read, frequency: 5.minutes
netsuite_sync: :read, if: -> { self.condition_met? }

When using a proc in a NS mapping, you are responsible for setting local and remote values

The default sync frequency is one day.

for pushing tasks to DJ https://github.com/collectiveidea/delayed_job/wiki/Rake-Task-as-a-Delayed-Job

:if for controlling when syncing occurs

Easily disable/enable syncing via env vars:

NetSuiteRails.configure do
  netsuite_pull_disabled ENV['NETSUITE_PULL_DISABLED'].present? && ENV['NETSUITE_PULL_DISABLED'] == "true"
  netsuite_push_disabled ENV['NETSUITE_PUSH_DISABLED'].present? && ENV['NETSUITE_PUSH_DISABLED'] == "true"

  if ENV['NETSUITE_DISABLE_SYNC'].present? && ENV['NETSUITE_DISABLE_SYNC'] == "true"
    netsuite_pull_disabled true
    netsuite_push_disabled true
  end
end

Hooks

# the netsuite record is passed a single argument to this block (or method reference)
# this provides the opportunity to set custom fields or run custom logic to prepare
# the record for the NetSuite envoirnment
before_netsuite_push
after_netsuite_push

# netsuite_pulling? is true when this callback is executed
after_netsuite_pull

Rake Tasks for Syncing

# update & create local records modified in netsuite sync the last sync time
rake netsuite:sync

# pull all records in NetSuite and update/create local records
rake netsuite:fresh_sync

# only update records that have already been synced
rake netsuite:sync_local RECORD_MODELS=YourModel LIST_MODELS=YourListModel

Caveats:

• If you have date time fields, or custom fields that will trigger changed_attributes this might cause issues when pulling an existing record
• changed_attributes doesn't work well with stores

Delayed Job

The more records that use netsuite_rails, the longer you'll need your job timeout to be:

# config/initializers/delayed_job.rb
Delayed::Worker.max_run_time = 80.minutes

Non-AR Backed Model

Implement changed_attributes in your non-AR backed model

Testing

# in spec_helper.rb
require 'netsuite_rails/spec/spec_helper'

Using the helpers:

it 'does something' do
  # setup...

  # action

  ns_customer = get_last_netsuite_object(NetSuite::Records::Customer)
end

Syncing Using Rake Tasks

# clockwork.rb
every(1.minutes, 'netsuite sync') {
  # prevent multiple netsuite:sync DJ commands from being added; only one is needed in the queue at a time
  unless Delayed::Job.where(failed_at: nil, locked_by: nil).detect { |j| j.payload_object.class == DelayedRake && j.payload_object.task == 'netsuite:sync'}
    Delayed::Job.enqueue DelayedRake.new("netsuite:sync")
  end
}

# schedule.rb
# DelayedRake: https://github.com/collectiveidea/delayed_job/wiki/Rake-Task-as-a-Delayed-Job
every 2.minutes do
  runner 'Delayed::Job.enqueue(DelayedRake.new("netsuite:sync"),priority:1,run_at: Time.now);'
end

Author

• Michael Bianco @iloveitaly