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Updating 5498 Statements

Use the updateF5498Statements mutation to update data on existing 5498 statements.

Note

Only statements in draft mode can be updated; statements which have been finalized cannot be updated.

The GraphQL mutation below demonstrates updating various fields on the 5498. Full documentation for the query is available as part of the introspective GraphQL documentation.

mutation {
  updateF5498Statements(
    statements: [
      {
        uploaderId: "24111"
        statement: { iraContributions: "15604.25" }
      }
      {
        uploaderId: "24112"
        statement: {
          sepContributions: "11999.60"
          recipientFirstName: "Selina"
          recipientLastName: "Weicht"
        }
      }
    ]
  ) {
    errors
    statements {
      recordNumber
      statement {
        otxId
        uploaderId
        recipientFirstName
        recipientLastName
        iraContributions
        ira
        sepContributions
        sep
      }
      messages
    }
  }
}
# Terminate lines with \ character to allow command to span multiple lines.
# Escape quotation marks in body of mutation or query with backslashes.
# Use here document for data stream.
# Tested using the bash interpreter on Linux.
curl 'https://sandbox.ottertax.com/v2/graphql' \
  -i \
  -X POST \
  -H 'content-type: application/json' \
  -H 'access-token: YOUR ACCESS TOKEN' \
  -H 'client:       YOUR CLIENT ID' \
  -H 'uid:          YOUR UID' \
  -d @- <<END_DATA
    { 
      "query":"
        mutation {
          updateF5498Statements(
            statements: [
              {
                uploaderId: \"24111\"
                statement: { iraContributions: \"15604.25\" }
              }
              {
                uploaderId: \"24112\"
                statement: {
                  sepContributions: \"11999.60\"
                  recipientFirstName: \"Selina\"
                  recipientLastName: \"Weicht\"
                }
              }
            ]
          ) {
            errors
            statements {
              recordNumber
              statement {
                otxId
                uploaderId
                recipientFirstName
                recipientLastName
                iraContributions
                ira
                sepContributions
                sep
              }
              messages
            }
          }
        }
      "
    }
END_DATA
:: Terminate lines with ^ character to allow command to span multiple lines.
:: Precede quotation marks in body of mutation or query with triple backslashes.
:: Precede other quotation marks in data stream with single backslashes.
:: Tested using a command prompt on Windows 10.
curl "https://sandbox.ottertax.com/v2/graphql" ^
  -i ^
  -X POST ^
  -H "content-type: application/json" ^
  -H "access-token: YOUR ACCESS TOKEN" ^
  -H "client:       YOUR CLIENT ID" ^
  -H "uid:          YOUR UID" ^
  -d "{ \"query\":\" ^
        mutation { ^
          updateF5498Statements( ^
            statements: [ ^
              { ^
                uploaderId: \\\"24111\\\" ^
                statement: { iraContributions: \\\"15604.25\\\" } ^
              } ^
              { ^
                uploaderId: \\\"24112\\\" ^
                statement: { ^
                  sepContributions: \\\"11999.60\\\" ^
                  recipientFirstName: \\\"Selina\\\" ^
                  recipientLastName: \\\"Weicht\\\" ^
                } ^
              } ^
            ] ^
          ) { ^
            errors ^
            statements { ^
              recordNumber ^
              statement { ^
                otxId ^
                uploaderId ^
                recipientFirstName ^
                recipientLastName ^
                iraContributions ^
                ira ^
                sepContributions ^
                sep ^
              } ^
              messages ^
            } ^
          } ^
        } ^
     \" }"
import java.io.BufferedReader;
import java.io.InputStreamReader;
import java.io.IOException;

// This example uses version 2.9.1 of the
// open source gson library from Google.
// See https://github.com/google/gson.
import com.google.gson.Gson;
import com.google.gson.GsonBuilder;

// This example uses httpclient (version 4.5.13)
// and httpcore (version 4.4.13) libraries of the
// open source Apache HttpComponents project.
// See https://hc.apache.org/index.html.
import org.apache.http.entity.StringEntity;
import org.apache.http.client.methods.CloseableHttpResponse;
import org.apache.http.client.methods.HttpPost;
import org.apache.http.impl.client.CloseableHttpClient;
import org.apache.http.impl.client.HttpClients;

// Download the OtterTax java classes for the GraphQL
// query and mutation responses at
// https://github.com/OtterTax/graphql-java-classes
import com.ottertax.support.UpdateF5498StatementsResponse;

public class StatementUpdater {

  String endpoint = "https://sandbox.ottertax.com/v2/graphql";
  String gql = String.join("\n",
                           "mutation {",
                           "  updateF5498Statements(",
                           "    statements: [",
                           "      {",
                           "        uploaderId: \"24111\"",
                           "        statement: { iraContributions: \"15604.25\" }",
                           "      }",
                           "      {",
                           "        uploaderId: \"24112\"",
                           "        statement: {",
                           "          sepContributions: \"11999.60\"",
                           "          recipientFirstName: \"Selina\"",
                           "          recipientLastName: \"Weicht\"",
                           "        }",
                           "      }",
                           "    ]",
                           "  ) {",
                           "    errors",
                           "    statements {",
                           "      recordNumber",
                           "      statement {",
                           "        otxId",
                           "        uploaderId",
                           "        recipientFirstName",
                           "        recipientLastName",
                           "        iraContributions",
                           "        ira",
                           "        sepContributions",
                           "        sep",
                           "      }",
                           "      messages",
                           "    }",
                           "  }",
                           "}");

  public String querify(String rawGraphql) {
    Gson gson = new Gson();
    return("{\"query\":" + gson.toJson(rawGraphql) + "}");
  }

  public void update() {
    CloseableHttpClient httpClient = HttpClients.createDefault();
    Gson gson = new GsonBuilder().setPrettyPrinting().create();
    String response = "";

    try {
      HttpPost httpPost = new HttpPost(endpoint);
      httpPost.addHeader("content-type", "application/json");
      httpPost.addHeader("access-token", "YOUR ACCESS TOKEN");
      httpPost.addHeader("client", "YOUR CLIENT ID");
      httpPost.addHeader("uid", "YOUR UID");

      // Put the query in the post body.
      StringEntity stringEntity = new StringEntity(querify(gql));
      httpPost.setEntity(stringEntity);
      CloseableHttpResponse httpResponse = httpClient.execute(httpPost);

      // Read the response.
      BufferedReader reader = new BufferedReader(new InputStreamReader(
          httpResponse.getEntity().getContent()));
      StringBuffer responseBuffer = new StringBuffer();
      String inputLine;
      while ((inputLine = reader.readLine()) != null) {
        responseBuffer.append(inputLine);
      }
      reader.close();
      response = responseBuffer.toString();
      int responseCode = httpResponse.getStatusLine().getStatusCode();
      if( responseCode != 200  ) {
        System.out.println("Response code from server was " + String.valueOf(responseCode) + ".");
      } 
      httpResponse.close();
      httpClient.close();
    } catch(IOException e) {
      System.out.println("Error posting GraphQL.\nExiting");
      System.exit(1);
    }
    UpdateF5498StatementsResponse updateF5498StatementsResponse = gson.fromJson(response, UpdateF5498StatementsResponse.class);
    System.out.println(gson.toJson(updateF5498StatementsResponse));
  }

  public static void main(String[] args) {
    StatementUpdater statementUpdater = new StatementUpdater();
    statementUpdater.update();
  }

}
// Using graphql-request from
// https://github.com/prisma-labs/graphql-request
// Example tested with node version 16.16.0
import { GraphQLClient, gql } from 'graphql-request'

async function main() {
  const endpoint = 'https://sandbox.ottertax.com/v2/graphql'

  const graphQLClient = new GraphQLClient(endpoint, {
    headers: { 'content-type': 'application/json',
               'access-token': 'YOUR ACCESS TOKEN',
               'client': 'YOUR CLIENT ID',
               'uid': 'YOUR UID' }
  })
  const query = gql`
    mutation {
      updateF5498Statements(
        statements: [
          {
            uploaderId: "24111"
            statement: { iraContributions: "15604.25" }
          }
          {
            uploaderId: "24112"
            statement: {
              sepContributions: "11999.60"
              recipientFirstName: "Selina"
              recipientLastName: "Weicht"
            }
          }
        ]
      ) {
        errors
        statements {
          recordNumber
          statement {
            otxId
            uploaderId
            recipientFirstName
            recipientLastName
            iraContributions
            ira
            sepContributions
            sep
          }
          messages
        }
      }
    }

  `

  const data = await graphQLClient.request(query)
  console.log(JSON.stringify(data))
}

main().catch((error) => console.error(error))
<?php
// Tested with php-cli version 8.1.2.
$query =<<<'END_DATA'
  mutation {
    updateF5498Statements(
      statements: [
        {
          uploaderId: "24111"
          statement: { iraContributions: "15604.25" }
        }
        {
          uploaderId: "24112"
          statement: {
            sepContributions: "11999.60"
            recipientFirstName: "Selina"
            recipientLastName: "Weicht"
          }
        }
      ]
    ) {
      errors
      statements {
        recordNumber
        statement {
          otxId
          uploaderId
          recipientFirstName
          recipientLastName
          iraContributions
          ira
          sepContributions
          sep
        }
        messages
      }
    }
  }

END_DATA;
$payload = array ('query' => $query);
$options = array(
  'http' => array(
    'method'  => 'POST',
    'content' => json_encode( $payload ),
    'header' => "content-type: application/json\r\n" .
                "access-token: YOUR ACCESS TOKEN\r\n" .
                "client:       YOUR CLIENT ID\r\n" .
                "uid:          YOUR UID\r\n"
    )
);

$context  = stream_context_create( $options );
$response = file_get_contents( 'https://sandbox.ottertax.com/v2/graphql',
                               false, $context );
if( $response === FALSE ) {
  echo "Call to server failed.\n";
} else {
  echo $response . "\n";
}
?>
# Using GQL from
# https://github.com/graphql-python/gql
# Tested using python version 3.10.4
from gql import gql, Client
from gql.transport.aiohttp import AIOHTTPTransport

transport = AIOHTTPTransport(url = "https://sandbox.ottertax.com/v2/graphql",
                             headers = { 'content-type': 'application/json',
                                         'access-token': 'YOUR ACCESS TOKEN',
                                         'client': 'YOUR CLIENT ID',
                                         'uid': 'YOUR UID' })
client = Client(transport=transport, fetch_schema_from_transport=True)
query = gql(
  """
    mutation {
      updateF5498Statements(
        statements: [
          {
            uploaderId: "24111"
            statement: { iraContributions: "15604.25" }
          }
          {
            uploaderId: "24112"
            statement: {
              sepContributions: "11999.60"
              recipientFirstName: "Selina"
              recipientLastName: "Weicht"
            }
          }
        ]
      ) {
        errors
        statements {
          recordNumber
          statement {
            otxId
            uploaderId
            recipientFirstName
            recipientLastName
            iraContributions
            ira
            sepContributions
            sep
          }
          messages
        }
      }
    }

  """
)

result = client.execute(query)
print(result)
# Tested using ruby 3.1.2.
require( 'net/http' )
require( 'uri' )
require( 'json' )

uri = URI( "https://sandbox.ottertax.com/v2/graphql" )
http = Net::HTTP.new(uri.host, uri.port)
if( uri.instance_of?( URI::HTTPS ) )
  http.use_ssl = true
  http.verify_mode = OpenSSL::SSL::VERIFY_PEER
end
headers = { "content-type": "application/json",
            "access-token": "YOUR ACCESS TOKEN",
            "client": "YOUR CLIENT ID",
            "uid": "YOUR UID" }

query = <<-END_DATA
  mutation {
    updateF5498Statements(
      statements: [
        {
          uploaderId: "24111"
          statement: { iraContributions: "15604.25" }
        }
        {
          uploaderId: "24112"
          statement: {
            sepContributions: "11999.60"
            recipientFirstName: "Selina"
            recipientLastName: "Weicht"
          }
        }
      ]
    ) {
      errors
      statements {
        recordNumber
        statement {
          otxId
          uploaderId
          recipientFirstName
          recipientLastName
          iraContributions
          ira
          sepContributions
          sep
        }
        messages
      }
    }
  }

END_DATA
request = Net::HTTP::Post.new(uri.request_uri, headers )
request.body = {query: query}.to_json
response = http.request(request)
if( response.code == '200' )
  payload = JSON.parse( response.body )
  STDOUT.puts( payload )
else
  STDOUT.puts( "Response code was #{response.code}:\n#{response.inspect}" )
end