mirror of
https://github.com/rickbarrette/redmine_qbo.git
synced 2025-11-08 17:04:23 -05:00
Merge branch 'master' into hooks
This commit is contained in:
2
Gemfile
2
Gemfile
@@ -1,7 +1,7 @@
|
|||||||
source 'https://rubygems.org'
|
source 'https://rubygems.org'
|
||||||
|
|
||||||
gem 'quickbooks-ruby'
|
gem 'quickbooks-ruby'
|
||||||
gem 'oauth2', '1.4.7'
|
gem 'oauth2'
|
||||||
gem 'roxml'
|
gem 'roxml'
|
||||||
gem 'nhtsa_vin'
|
gem 'nhtsa_vin'
|
||||||
gem 'will_paginate'
|
gem 'will_paginate'
|
||||||
|
|||||||
2
LICENSE
2
LICENSE
@@ -1,6 +1,6 @@
|
|||||||
The MIT License (MIT)
|
The MIT License (MIT)
|
||||||
|
|
||||||
Copyright (c) 2016 - 2022 Rick Barrette
|
Copyright (c) 2016 - 2023 Rick Barrette
|
||||||
|
|
||||||
Permission is hereby granted, free of charge, to any person obtaining a copy
|
Permission is hereby granted, free of charge, to any person obtaining a copy
|
||||||
of this software and associated documentation files (the "Software"), to deal
|
of this software and associated documentation files (the "Software"), to deal
|
||||||
|
|||||||
@@ -8,7 +8,10 @@ The goal of this project is to allow Redmine to connect with Quickbooks Online t
|
|||||||
|
|
||||||
Note: Although the core functionality is complete, this project is still under development & the master branch may be unstable. Tags should be stable and are recommended
|
Note: Although the core functionality is complete, this project is still under development & the master branch may be unstable. Tags should be stable and are recommended
|
||||||
|
|
||||||
Use tags Version 1.0.0+ for Redmine 4+ and Version 0.8.1 for Redine 3
|
Use tags for the following Redmine Versions
|
||||||
|
* Version 2.0.0+ for Redmine 5+
|
||||||
|
* Version 1.0.0+ for Redmine 4+
|
||||||
|
* Version 0.8.1 for Redine 3
|
||||||
|
|
||||||
#### Features
|
#### Features
|
||||||
* Issues can be assigned to a Customer via drop down in the edit Issue form
|
* Issues can be assigned to a Customer via drop down in the edit Issue form
|
||||||
|
|||||||
@@ -36,7 +36,7 @@ class CustomersController < ApplicationController
|
|||||||
autocomplete :customer, :name, :full => true, :extra_data => [:id]
|
autocomplete :customer, :name, :full => true, :extra_data => [:id]
|
||||||
|
|
||||||
def allowed_params
|
def allowed_params
|
||||||
params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number)
|
params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
|
||||||
end
|
end
|
||||||
|
|
||||||
# getter method for a customer's vehicles
|
# getter method for a customer's vehicles
|
||||||
@@ -93,6 +93,10 @@ class CustomersController < ApplicationController
|
|||||||
@billing_address = address_to_s(@customer.billing_address)
|
@billing_address = address_to_s(@customer.billing_address)
|
||||||
@shipping_address = address_to_s(@customer.shipping_address)
|
@shipping_address = address_to_s(@customer.shipping_address)
|
||||||
@closed_issues = (@issues - @issues.open)
|
@closed_issues = (@issues - @issues.open)
|
||||||
|
@hours = 0
|
||||||
|
@closed_hours = 0
|
||||||
|
@issues.open.each { |i| @hours+= i.total_spent_hours }
|
||||||
|
@closed_issues.each { |i| @closed_hours+= i.total_spent_hours }
|
||||||
rescue
|
rescue
|
||||||
render_404
|
render_404
|
||||||
end
|
end
|
||||||
@@ -111,7 +115,7 @@ class CustomersController < ApplicationController
|
|||||||
def update
|
def update
|
||||||
begin
|
begin
|
||||||
@customer = Customer.find_by_id(params[:id])
|
@customer = Customer.find_by_id(params[:id])
|
||||||
if @customer.update_attributes(allowed_params)
|
if @customer.update(allowed_params)
|
||||||
flash[:notice] = "Customer updated"
|
flash[:notice] = "Customer updated"
|
||||||
redirect_to @customer
|
redirect_to @customer
|
||||||
else
|
else
|
||||||
@@ -214,14 +218,14 @@ class CustomersController < ApplicationController
|
|||||||
# format a quickbooks address to a human readable string
|
# format a quickbooks address to a human readable string
|
||||||
def address_to_s (address)
|
def address_to_s (address)
|
||||||
return if address.nil?
|
return if address.nil?
|
||||||
string = address.line1
|
string = address.line1 if address.line1
|
||||||
string << "\n" + address.line2 if address.line2
|
string << "\n" + address.line2 if address.line2
|
||||||
string << "\n" + address.line3 if address.line3
|
string << "\n" + address.line3 if address.line3
|
||||||
string << "\n" + address.line4 if address.line4
|
string << "\n" + address.line4 if address.line4
|
||||||
string << "\n" + address.line5 if address.line5
|
string << "\n" + address.line5 if address.line5
|
||||||
string << " " + address.city
|
string << " " + address.city if address.city
|
||||||
string << ", " + address.country_sub_division_code
|
string << ", " + address.country_sub_division_code if address.country_sub_division_code
|
||||||
string << " " + address.postal_code
|
string << " " + address.postal_code if address.postal_code
|
||||||
return string
|
return string
|
||||||
end
|
end
|
||||||
|
|
||||||
|
|||||||
@@ -15,15 +15,20 @@ class EstimateController < ApplicationController
|
|||||||
before_action :require_user, :unless => proc {|c| session[:token].nil? }
|
before_action :require_user, :unless => proc {|c| session[:token].nil? }
|
||||||
skip_before_action :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
|
skip_before_action :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
|
||||||
|
|
||||||
|
def get_estimate
|
||||||
|
estimate = Estimate.find_by_id(params[:id]) if params[:id]
|
||||||
|
estimate = Estimate.find_by_doc_number(params[:search]) if params[:search]
|
||||||
|
return estimate
|
||||||
|
end
|
||||||
|
|
||||||
#
|
#
|
||||||
# Downloads and forwards the estimate pdf
|
# Downloads and forwards the estimate pdf
|
||||||
#
|
#
|
||||||
def show
|
def show
|
||||||
e = Estimate.find_by_id(params[:id]) if params[:id]
|
estimate = get_estimate
|
||||||
e = Estimate.find_by_doc_number(params[:search]) if params[:search]
|
|
||||||
|
|
||||||
begin
|
begin
|
||||||
send_data e.pdf, filename: "estimate #{e.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
|
send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
|
||||||
rescue
|
rescue
|
||||||
redirect_to :back, :flash => { :error => "Estimate not found" }
|
redirect_to :back, :flash => { :error => "Estimate not found" }
|
||||||
end
|
end
|
||||||
@@ -33,11 +38,10 @@ class EstimateController < ApplicationController
|
|||||||
# Downloads estimate by document number
|
# Downloads estimate by document number
|
||||||
#
|
#
|
||||||
def doc
|
def doc
|
||||||
e = Estimate.find_by_doc_number(params[:id]) if params[:id]
|
estimate = get_estimate
|
||||||
e = Estimate.find_by_doc_number(params[:search]) if params[:search]
|
|
||||||
|
|
||||||
begin
|
begin
|
||||||
send_data e.pdf, filename: "estimate #{e.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
|
send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
|
||||||
rescue
|
rescue
|
||||||
redirect_to :back, :flash => { :error => "Estimate not found" }
|
redirect_to :back, :flash => { :error => "Estimate not found" }
|
||||||
end
|
end
|
||||||
|
|||||||
@@ -1,6 +1,6 @@
|
|||||||
#The MIT License (MIT)
|
#The MIT License (MIT)
|
||||||
#
|
#
|
||||||
#Copyright (c) 2022 rick barrette
|
#Copyright (c) 2023 rick barrette
|
||||||
#
|
#
|
||||||
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
|
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
|
||||||
#
|
#
|
||||||
@@ -26,7 +26,7 @@ class QboController < ApplicationController
|
|||||||
# Called when the user requests that Redmine to connect to QBO
|
# Called when the user requests that Redmine to connect to QBO
|
||||||
#
|
#
|
||||||
def authenticate
|
def authenticate
|
||||||
oauth2_client = Qbo.get_client
|
oauth2_client = Qbo.construct_oauth2_client
|
||||||
callback = Setting.host_name + "/qbo/oauth_callback/"
|
callback = Setting.host_name + "/qbo/oauth_callback/"
|
||||||
grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: callback, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
|
grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: callback, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
|
||||||
redirect_to grant_url
|
redirect_to grant_url
|
||||||
@@ -37,7 +37,7 @@ class QboController < ApplicationController
|
|||||||
#
|
#
|
||||||
def oauth_callback
|
def oauth_callback
|
||||||
if params[:state].present?
|
if params[:state].present?
|
||||||
oauth2_client = Qbo.get_client
|
oauth2_client = Qbo.construct_oauth2_client
|
||||||
# use the state value to retrieve from your backend any information you need to identify the customer in your system
|
# use the state value to retrieve from your backend any information you need to identify the customer in your system
|
||||||
redirect_uri = Setting.host_name + "/qbo/oauth_callback/"
|
redirect_uri = Setting.host_name + "/qbo/oauth_callback/"
|
||||||
if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
|
if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
|
||||||
@@ -47,15 +47,11 @@ class QboController < ApplicationController
|
|||||||
|
|
||||||
# Save the authentication information
|
# Save the authentication information
|
||||||
qbo = Qbo.new
|
qbo = Qbo.new
|
||||||
qbo.company_id = params[:realmId]
|
qbo.update(oauth2_access_token: resp.token, oauth2_refresh_token: resp.refresh_token, realm_id: params[:realmId])
|
||||||
|
qbo.refresh_token!
|
||||||
# Generate Access Token & Serialize it into the database
|
|
||||||
access_token = OAuth2::AccessToken.new(oauth2_client, resp.token, refresh_token: resp.refresh_token)
|
|
||||||
qbo.token = access_token.to_hash
|
|
||||||
qbo.expire = 1.hour.from_now.utc
|
|
||||||
|
|
||||||
if qbo.save!
|
if qbo.save!
|
||||||
redirect_to sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
|
redirect_to qbo_sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
|
||||||
else
|
else
|
||||||
redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
|
redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
|
||||||
end
|
end
|
||||||
@@ -145,7 +141,6 @@ class QboController < ApplicationController
|
|||||||
if Qbo.exists?
|
if Qbo.exists?
|
||||||
Customer.sync
|
Customer.sync
|
||||||
Invoice.sync
|
Invoice.sync
|
||||||
QboItem.sync
|
|
||||||
Employee.sync
|
Employee.sync
|
||||||
Estimate.sync
|
Estimate.sync
|
||||||
|
|
||||||
@@ -155,6 +150,6 @@ class QboController < ApplicationController
|
|||||||
ActiveRecord::Base.connection.close
|
ActiveRecord::Base.connection.close
|
||||||
end
|
end
|
||||||
|
|
||||||
redirect_to :home, :flash => { :notice => "Successfully synced to Quickbooks" }
|
redirect_to :home, :flash => { :notice => "Syncing Quickbooks" }
|
||||||
end
|
end
|
||||||
end
|
end
|
||||||
|
|||||||
@@ -13,7 +13,7 @@ module AuthHelper
|
|||||||
def require_user
|
def require_user
|
||||||
return unless session[:token].nil?
|
return unless session[:token].nil?
|
||||||
if !User.current.logged?
|
if !User.current.logged?
|
||||||
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
|
render_403
|
||||||
end
|
end
|
||||||
end
|
end
|
||||||
|
|
||||||
@@ -27,14 +27,14 @@ module AuthHelper
|
|||||||
|
|
||||||
def check_permission(permission)
|
def check_permission(permission)
|
||||||
if !allowed_to?(permission)
|
if !allowed_to?(permission)
|
||||||
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
|
render_403
|
||||||
end
|
end
|
||||||
end
|
end
|
||||||
|
|
||||||
|
|
||||||
def global_check_permission(permission)
|
def global_check_permission(permission)
|
||||||
if !globaly_allowed_to?(permission)
|
if !globaly_allowed_to?(permission)
|
||||||
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
|
render_403
|
||||||
end
|
end
|
||||||
end
|
end
|
||||||
|
|
||||||
|
|||||||
80
app/models/concerns/quickbooks_oauth.rb
Normal file
80
app/models/concerns/quickbooks_oauth.rb
Normal file
@@ -0,0 +1,80 @@
|
|||||||
|
#The MIT License (MIT)
|
||||||
|
#
|
||||||
|
#Copyright (c) 2023 rick barrette
|
||||||
|
#
|
||||||
|
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
|
||||||
|
#
|
||||||
|
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
|
||||||
|
#
|
||||||
|
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
|
||||||
|
|
||||||
|
module QuickbooksOauth
|
||||||
|
extend ActiveSupport::Concern
|
||||||
|
|
||||||
|
OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
|
||||||
|
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
|
||||||
|
|
||||||
|
#== Instance Methods
|
||||||
|
|
||||||
|
def perform_authenticated_request(&block)
|
||||||
|
attempts = 0
|
||||||
|
begin
|
||||||
|
yield oauth_access_token
|
||||||
|
rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
|
||||||
|
Rails.logger.info("QuickbooksOauth.perform: #{ex.message}")
|
||||||
|
|
||||||
|
# to prevent an infinite loop here keep a counter and bail out after N times...
|
||||||
|
attempts += 1
|
||||||
|
|
||||||
|
raise "QuickbooksOauth:ExceededAuthAttempts" if attempts >= 3
|
||||||
|
|
||||||
|
# check if its an invalid_grant first, but assume it is for now
|
||||||
|
refresh_token!
|
||||||
|
|
||||||
|
retry
|
||||||
|
end
|
||||||
|
end
|
||||||
|
|
||||||
|
def refresh_token!
|
||||||
|
t = oauth_access_token
|
||||||
|
refreshed = t.refresh!
|
||||||
|
|
||||||
|
if refreshed.params['x_refresh_token_expires_in'].to_i > 0
|
||||||
|
oauth2_refresh_token_expires_at = Time.now + refreshed.params['x_refresh_token_expires_in'].to_i.seconds
|
||||||
|
else
|
||||||
|
oauth2_refresh_token_expires_at = 100.days.from_now
|
||||||
|
end
|
||||||
|
|
||||||
|
update!(
|
||||||
|
oauth2_access_token: refreshed.token,
|
||||||
|
oauth2_access_token_expires_at: Time.at(refreshed.expires_at),
|
||||||
|
oauth2_refresh_token: refreshed.refresh_token,
|
||||||
|
oauth2_refresh_token_expires_at: oauth2_refresh_token_expires_at
|
||||||
|
)
|
||||||
|
end
|
||||||
|
|
||||||
|
def oauth_client
|
||||||
|
self.class.construct_oauth2_client
|
||||||
|
end
|
||||||
|
|
||||||
|
def oauth_access_token
|
||||||
|
OAuth2::AccessToken.new(oauth_client, oauth2_access_token, refresh_token: oauth2_refresh_token)
|
||||||
|
end
|
||||||
|
|
||||||
|
def consumer
|
||||||
|
oauth_access_token
|
||||||
|
end
|
||||||
|
|
||||||
|
module ClassMethods
|
||||||
|
|
||||||
|
def construct_oauth2_client
|
||||||
|
options = {
|
||||||
|
site: "https://appcenter.intuit.com/connect/oauth2",
|
||||||
|
authorize_url: "https://appcenter.intuit.com/connect/oauth2",
|
||||||
|
token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer"
|
||||||
|
}
|
||||||
|
OAuth2::Client.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, options)
|
||||||
|
end
|
||||||
|
|
||||||
|
end
|
||||||
|
end
|
||||||
@@ -23,7 +23,7 @@ class Customer < ActiveRecord::Base
|
|||||||
|
|
||||||
# returns a human readable string
|
# returns a human readable string
|
||||||
def to_s
|
def to_s
|
||||||
return name
|
return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
|
||||||
end
|
end
|
||||||
|
|
||||||
# Convenience Method
|
# Convenience Method
|
||||||
@@ -88,6 +88,13 @@ class Customer < ActiveRecord::Base
|
|||||||
update_mobile_phone_number
|
update_mobile_phone_number
|
||||||
end
|
end
|
||||||
|
|
||||||
|
# Convenience Method
|
||||||
|
# Sets the notes
|
||||||
|
def notes=(s)
|
||||||
|
pull unless @details
|
||||||
|
@details.notes = s
|
||||||
|
end
|
||||||
|
|
||||||
# update the localy stored phone number as a plain string with no special chars
|
# update the localy stored phone number as a plain string with no special chars
|
||||||
def update_phone_number
|
def update_phone_number
|
||||||
begin
|
begin
|
||||||
@@ -147,16 +154,17 @@ class Customer < ActiveRecord::Base
|
|||||||
# customers = service.query(query)
|
# customers = service.query(query)
|
||||||
#end
|
#end
|
||||||
|
|
||||||
customers.each do |customer|
|
customers.each do |c|
|
||||||
customer = Customer.find_or_create_by(id: customer.id)
|
logger.info "Processing customer #{c.id}"
|
||||||
if customer.active?
|
customer = Customer.find_or_create_by(id: c.id)
|
||||||
if not customer.name.eql? customer.display_name
|
if c.active?
|
||||||
customer.name = customer.display_name
|
if not customer.name.eql? c.display_name
|
||||||
customer.id = customer.id
|
customer.name = c.display_name
|
||||||
|
customer.id = c.id
|
||||||
customer.save_without_push
|
customer.save_without_push
|
||||||
end
|
end
|
||||||
else
|
else
|
||||||
if not customer.new_record?
|
if not c.new_record?
|
||||||
customer.delete
|
customer.delete
|
||||||
end
|
end
|
||||||
end
|
end
|
||||||
|
|||||||
@@ -1,6 +1,6 @@
|
|||||||
#The MIT License (MIT)
|
#The MIT License (MIT)
|
||||||
#
|
#
|
||||||
#Copyright (c) 2022 rick barrette
|
#Copyright (c) 2023 rick barrette
|
||||||
#
|
#
|
||||||
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
|
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
|
||||||
#
|
#
|
||||||
@@ -22,10 +22,11 @@ class Employee < ActiveRecord::Base
|
|||||||
|
|
||||||
transaction do
|
transaction do
|
||||||
# Update the item table
|
# Update the item table
|
||||||
employees.each { |employee|
|
employees.each { |e|
|
||||||
employee = find_or_create_by(id: employee.id)
|
logger.info "Processing employee #{e.id}"
|
||||||
employee.name = employee.display_name
|
employee = find_or_create_by(id: e.id)
|
||||||
employee.id = employee.id
|
employee.name = e.display_name
|
||||||
|
employee.id = e.id
|
||||||
employee.save!
|
employee.save!
|
||||||
}
|
}
|
||||||
end
|
end
|
||||||
|
|||||||
@@ -50,13 +50,13 @@ class Estimate < ActiveRecord::Base
|
|||||||
end
|
end
|
||||||
|
|
||||||
# process an estimate into the database
|
# process an estimate into the database
|
||||||
def self.process_estimate(estimate)
|
def self.process_estimate(qbo_estimate)
|
||||||
logger.info "Processing estimate #{estimate.id}"
|
logger.info "Processing estimate #{qbo_estimate.id}"
|
||||||
estimate = find_or_create_by(id: estimate.id)
|
estimate = find_or_create_by(id: qbo_estimate.id)
|
||||||
estimate.doc_number = estimate.doc_number
|
estimate.doc_number = qbo_estimate.doc_number
|
||||||
estimate.customer_id = estimate.customer_ref.value
|
estimate.customer_id = qbo_estimate.customer_ref.value
|
||||||
estimate.id = estimate.id
|
estimate.id = qbo_estimate.id
|
||||||
estimate.txn_date = estimate.txn_date
|
estimate.txn_date = qbo_estimate.txn_date
|
||||||
estimate.save!
|
estimate.save!
|
||||||
end
|
end
|
||||||
|
|
||||||
|
|||||||
@@ -70,26 +70,26 @@ class Invoice < ActiveRecord::Base
|
|||||||
end
|
end
|
||||||
|
|
||||||
# processes the invoice into the database
|
# processes the invoice into the database
|
||||||
def self.process_invoice(invoice)
|
def self.process_invoice(i)
|
||||||
logger.info "Processing invoice #{invoice.id}"
|
logger.info "Processing invoice #{i.id}"
|
||||||
|
|
||||||
# Load the invoice into the database
|
# Load the invoice into the database
|
||||||
invoice = Invoice.find_or_create_by(id: invoice.id)
|
invoice = Invoice.find_or_create_by(id: i.id)
|
||||||
invoice.doc_number = invoice.doc_number
|
invoice.doc_number = i.doc_number
|
||||||
invoice.id = invoice.id
|
invoice.id = i.id
|
||||||
invoice.customer_id = invoice.customer_ref
|
invoice.customer_id = i.customer_ref
|
||||||
invoice.txn_date = invoice.txn_date
|
invoice.txn_date = i.txn_date
|
||||||
invoice.save!
|
invoice.save!
|
||||||
|
|
||||||
# Scan the private notes for hashtags and attach to the applicable issues
|
# Scan the private notes for hashtags and attach to the applicable issues
|
||||||
if not invoice.private_note.nil?
|
if not i.private_note.nil?
|
||||||
invoice.private_note.scan(/#(\w+)/).flatten.each { |issue|
|
i.private_note.scan(/#(\w+)/).flatten.each { |issue|
|
||||||
attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
|
attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
|
||||||
}
|
}
|
||||||
end
|
end
|
||||||
|
|
||||||
# Scan the line items for hashtags and attach to the applicable issues
|
# Scan the line items for hashtags and attach to the applicable issues
|
||||||
invoice.line_items.each { |line|
|
i.line_items.each { |line|
|
||||||
if line.description
|
if line.description
|
||||||
line.description.scan(/#(\w+)/).flatten.each { |issue|
|
line.description.scan(/#(\w+)/).flatten.each { |issue|
|
||||||
attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
|
attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
|
||||||
|
|||||||
@@ -10,85 +10,43 @@
|
|||||||
|
|
||||||
class Qbo < ActiveRecord::Base
|
class Qbo < ActiveRecord::Base
|
||||||
unloadable
|
unloadable
|
||||||
validates_presence_of :token, :company_id, :expire
|
|
||||||
serialize :token
|
|
||||||
|
|
||||||
OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
|
include QuickbooksOauth
|
||||||
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
|
|
||||||
|
|
||||||
#
|
|
||||||
# Getter for quickbooks OAuth2 client
|
|
||||||
#
|
|
||||||
def self.get_client
|
|
||||||
oauth_params = {
|
|
||||||
site: "https://appcenter.intuit.com/connect/oauth2",
|
|
||||||
authorize_url: "https://appcenter.intuit.com/connect/oauth2",
|
|
||||||
token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer"
|
|
||||||
}
|
|
||||||
return OAuth2::Client.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, oauth_params)
|
|
||||||
end
|
|
||||||
|
|
||||||
#
|
|
||||||
# Getter for oauth consumer
|
|
||||||
#
|
|
||||||
def self.get_oauth_consumer
|
|
||||||
# Quickbooks Config Info
|
|
||||||
return $qb_oauth_consumer
|
|
||||||
end
|
|
||||||
|
|
||||||
#
|
#
|
||||||
# Get a quickbooks base service object for type
|
# Get a quickbooks base service object for type
|
||||||
# @params type of base
|
# @params type of base
|
||||||
#
|
#
|
||||||
def self.get_base(type)
|
def self.get_base(type)
|
||||||
# lets getnourbold access token from the database
|
|
||||||
oauth2_client = get_client
|
|
||||||
qbo = self.first
|
qbo = self.first
|
||||||
access_token = OAuth2::AccessToken.from_hash(oauth2_client, qbo.token)
|
|
||||||
|
|
||||||
# check to see if we need to refresh the acesstoken
|
qbo.perform_authenticated_request do |access_token|
|
||||||
if qbo.expire.to_time.utc.past?
|
# build the reqiested service
|
||||||
puts "Updating access token"
|
case type
|
||||||
new_access_token_object = access_token.refresh!
|
when :time_activity
|
||||||
qbo.token = new_access_token_object.to_hash
|
return Quickbooks::Service::TimeActivity.new(:company_id => qbo.realm_id, :access_token => access_token)
|
||||||
qbo.expire = 1.hour.from_now.utc
|
when :customer
|
||||||
qbo.save!
|
return Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
|
||||||
access_token = new_access_token_object
|
when :invoice
|
||||||
else
|
return Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
|
||||||
puts "Using current token"
|
when :estimate
|
||||||
|
return Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
|
||||||
|
when :employee
|
||||||
|
return Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
|
||||||
|
when :item
|
||||||
|
return Quickbooks::Service::Item.new(:company_id => qbo.realm_id, :access_token => access_token)
|
||||||
|
else
|
||||||
|
return nil
|
||||||
|
end
|
||||||
end
|
end
|
||||||
|
|
||||||
# build the reqiested service
|
|
||||||
case type
|
|
||||||
when :item
|
|
||||||
return Quickbooks::Service::Item.new(:company_id => qbo.company_id, :access_token => access_token)
|
|
||||||
when :time_activity
|
|
||||||
return Quickbooks::Service::TimeActivity.new(:company_id => qbo.company_id, :access_token => access_token)
|
|
||||||
when :customer
|
|
||||||
return Quickbooks::Service::Customer.new(:company_id => qbo.company_id, :access_token => access_token)
|
|
||||||
when :invoice
|
|
||||||
return Quickbooks::Service::Invoice.new(:company_id => qbo.company_id, :access_token => access_token)
|
|
||||||
when :estimate
|
|
||||||
return Quickbooks::Service::Estimate.new(:company_id => qbo.company_id, :access_token => access_token)
|
|
||||||
when :account
|
|
||||||
return Quickbooks::Service::Account.new(:company_id => qbo.company_id, :access_token => access_token)
|
|
||||||
when :employee
|
|
||||||
return Quickbooks::Service::Employee.new(:company_id => qbo.company_id, :access_token => access_token)
|
|
||||||
else
|
|
||||||
return access_token
|
|
||||||
end
|
|
||||||
|
|
||||||
end
|
|
||||||
|
|
||||||
# Get the QBO account
|
|
||||||
def self.get_account
|
|
||||||
first
|
|
||||||
end
|
end
|
||||||
|
|
||||||
# Updates last sync time stamp
|
# Updates last sync time stamp
|
||||||
def self.update_time_stamp
|
def self.update_time_stamp
|
||||||
|
date = DateTime.now
|
||||||
|
logger.info "Updating QBO timestamp to #{date}"
|
||||||
qbo = Qbo.first
|
qbo = Qbo.first
|
||||||
qbo.last_sync = DateTime.now
|
qbo.last_sync = date
|
||||||
qbo.save
|
qbo.save
|
||||||
end
|
end
|
||||||
|
|
||||||
|
|||||||
@@ -35,8 +35,8 @@
|
|||||||
</div>
|
</div>
|
||||||
|
|
||||||
<br/>
|
<br/>
|
||||||
<h3><%=@issues.open.count%> <%=t(:label_open_issues)%>:</h3>
|
<h3><%=@issues.open.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
|
||||||
<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
|
<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
|
||||||
|
|
||||||
<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%>:</h3>
|
<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%> - <%= @closed_hours.round(1)%> <%=t(:label_hours)%></h3>
|
||||||
<%= render :partial => 'issues/list_simple', locals: {issues: @closed_issues} %>
|
<%= render :partial => 'issues/list_simple', locals: {issues: @closed_issues} %>
|
||||||
|
|||||||
@@ -1,4 +1,4 @@
|
|||||||
<%= form_tag("/qbo/estimate/doc", :method => "get", id: "est-search-form") do %>
|
<%= form_tag(estimate_doc_path, :method => "get") do %>
|
||||||
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_estimates), :autocomplete => "off" %>
|
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_estimates), :autocomplete => "off" %>
|
||||||
<%= submit_tag t(:label_search), :formtarget => "_blank" %>
|
<%= submit_tag t(:label_search), :formtarget => "_blank" %>
|
||||||
<% end %>
|
<% end %>
|
||||||
|
|||||||
@@ -1 +0,0 @@
|
|||||||
<%= flash.now[:error] = t(:label_401) %>
|
|
||||||
@@ -58,8 +58,13 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
|
|||||||
</tr>
|
</tr>
|
||||||
|
|
||||||
<tr>
|
<tr>
|
||||||
<th><%=t(:label_oauth_expires)%></th>
|
<th><%=t(:label_oauth_expires)%></th>
|
||||||
<td><%= if Qbo.exists? then Qbo.first.expire end %>
|
<td><%= if Qbo.exists? then Qbo.first.oauth2_access_token_expires_at end %>
|
||||||
|
</tr>
|
||||||
|
|
||||||
|
<tr>
|
||||||
|
<th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
|
||||||
|
<td><%= if Qbo.exists? then Qbo.first.oauth2_refresh_token_expires_at end %>
|
||||||
</tr>
|
</tr>
|
||||||
|
|
||||||
</tbody>
|
</tbody>
|
||||||
|
|||||||
@@ -25,7 +25,6 @@ en:
|
|||||||
label_search_estimates: "Search Estimates"
|
label_search_estimates: "Search Estimates"
|
||||||
label_search: "Search"
|
label_search: "Search"
|
||||||
label_estimates: "Estimates"
|
label_estimates: "Estimates"
|
||||||
label_401: "Not Authorized"
|
|
||||||
warn_ru_sure: "You sure?"
|
warn_ru_sure: "You sure?"
|
||||||
label_delete: "Delete"
|
label_delete: "Delete"
|
||||||
label_edit: "Edit"
|
label_edit: "Edit"
|
||||||
@@ -87,4 +86,6 @@ en:
|
|||||||
label_billed_success: "Successfully Billed "
|
label_billed_success: "Successfully Billed "
|
||||||
label_billing_error: "Cannot bill without a customer assigned"
|
label_billing_error: "Cannot bill without a customer assigned"
|
||||||
label_qbo_sync_success: "Successfully synced to Quickbooks"
|
label_qbo_sync_success: "Successfully synced to Quickbooks"
|
||||||
|
label_hours: "Hours"
|
||||||
|
label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
|
||||||
|
|
||||||
@@ -20,7 +20,7 @@ post 'qbo/webhook', :to => 'qbo#webhook'
|
|||||||
|
|
||||||
# Estimate & Invoice PDF
|
# Estimate & Invoice PDF
|
||||||
get 'estimates/:id', :to => 'estimate#show', as: :estimate
|
get 'estimates/:id', :to => 'estimate#show', as: :estimate
|
||||||
get 'estimates/doc/:id', :to => 'estimate#doc', as: :estimate_doc
|
get 'estimates/doc/', :to => 'estimate#doc', as: :estimate_doc
|
||||||
get 'invoices/:id', :to => 'invoice#show', as: :invoice
|
get 'invoices/:id', :to => 'invoice#show', as: :invoice
|
||||||
|
|
||||||
#manual billing
|
#manual billing
|
||||||
|
|||||||
22
db/migrate/037_update_qbo_token.rb
Normal file
22
db/migrate/037_update_qbo_token.rb
Normal file
@@ -0,0 +1,22 @@
|
|||||||
|
#The MIT License (MIT)
|
||||||
|
#
|
||||||
|
#Copyright (c) 2023 rick barrette
|
||||||
|
#
|
||||||
|
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
|
||||||
|
#
|
||||||
|
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
|
||||||
|
#
|
||||||
|
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
|
||||||
|
|
||||||
|
class UpdateQboToken < ActiveRecord::Migration[5.1]
|
||||||
|
def change
|
||||||
|
add_column :qbos, :oauth2_access_token, :text
|
||||||
|
add_column :qbos, :oauth2_access_token_expires_at, :datetime
|
||||||
|
add_column :qbos, :oauth2_refresh_token, :text
|
||||||
|
add_column :qbos, :oauth2_refresh_token_expires_at, :datetime
|
||||||
|
add_column :qbos, :realm_id, :text
|
||||||
|
remove_column :qbos, :company_id
|
||||||
|
remove_column :qbos, :token
|
||||||
|
remove_column :qbos, :expire
|
||||||
|
end
|
||||||
|
end
|
||||||
8
init.rb
8
init.rb
@@ -1,6 +1,6 @@
|
|||||||
#The MIT License (MIT)
|
#The MIT License (MIT)
|
||||||
#
|
#
|
||||||
#Copyright (c) 2022 rick barrette
|
#Copyright (c) 2023 rick barrette
|
||||||
#
|
#
|
||||||
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
|
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
|
||||||
#
|
#
|
||||||
@@ -22,11 +22,11 @@ Redmine::Plugin.register :redmine_qbo do
|
|||||||
name 'Redmine Quickbooks Online plugin'
|
name 'Redmine Quickbooks Online plugin'
|
||||||
author 'Rick Barrette'
|
author 'Rick Barrette'
|
||||||
description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
|
description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
|
||||||
version '1.1.4'
|
version '2.0.2'
|
||||||
url 'https://github.com/rickbarrette/redmine_qbo'
|
url 'https://github.com/rickbarrette/redmine_qbo'
|
||||||
author_url 'http://rickbarrette.org'
|
author_url 'https://barrettefabrication.com'
|
||||||
settings :default => {'empty' => true}, :partial => 'qbo/settings'
|
settings :default => {'empty' => true}, :partial => 'qbo/settings'
|
||||||
requires_redmine :version_or_higher => '4.0.0'
|
requires_redmine :version_or_higher => '5.1.0'
|
||||||
|
|
||||||
# Add safe attributes for core models
|
# Add safe attributes for core models
|
||||||
Issue.safe_attributes 'customer_id'
|
Issue.safe_attributes 'customer_id'
|
||||||
|
|||||||
@@ -1,6 +1,6 @@
|
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#The MIT License (MIT)
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#The MIT License (MIT)
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#
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#
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#Copyright (c) 2022 rick barrette
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#Copyright (c) 2023 rick barrette
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#
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#
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||||||
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
|
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
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||||||
#
|
#
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@@ -11,7 +11,7 @@
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require_dependency 'redmine/export/pdf'
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require_dependency 'redmine/export/pdf'
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||||||
require_dependency 'redmine/export/pdf/issues_pdf_helper'
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require_dependency 'redmine/export/pdf/issues_pdf_helper'
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||||||
|
|
||||||
module IssuesPdfHelperPatch
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module PdfPatch
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||||||
|
|
||||||
def self.included(base)
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def self.included(base)
|
||||||
base.send(:include, InstanceMethods)
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base.send(:include, InstanceMethods)
|
||||||
@@ -253,4 +253,4 @@ module IssuesPdfHelperPatch
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|||||||
end
|
end
|
||||||
end
|
end
|
||||||
|
|
||||||
Redmine::Export::PDF::IssuesPdfHelper.send(:include, IssuesPdfHelperPatch)
|
Redmine::Export::PDF::IssuesPdfHelper.send(:include, PdfPatch)
|
||||||
|
|||||||
Reference in New Issue
Block a user