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Drop the Qbo prefix

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This commit is contained in:
Ricky Barrette
2022-03-09 21:31:56 -05:00
parent 08fa4aefc4
commit 24f8be6e80
29 changed files with 176 additions and 142 deletions
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4
app/controllers/customers_controller.rb
View File

@@ -48,13 +48,13 @@ class CustomersController < ApplicationController
# getter method for a customer's invoices
# used for customer autocomplete field / issue form
def filter_invoices_by_customer
@filtered_invoices = QboInvoice.all.where(customer_id: params[:selected_customer])
@filtered_invoices = Invoice.all.where(customer_id: params[:selected_customer])
end
# getter method for a customer's estimates
# used for customer autocomplete field / issue form
def filter_estimates_by_customer
@filtered_estimates = QboEstimate.all.where(customer_id: params[:selected_customer])
@filtered_estimates = Estimate.all.where(customer_id: params[:selected_customer])
end
# display a list of all customers

8
app/controllers/estimate_controller.rb
View File

@@ -18,8 +18,8 @@ class EstimateController < ApplicationController
# Downloads and forwards the estimate pdf
#
def show
e = QboEstimate.find_by_id(params[:id]) if params[:id]
e = QboEstimate.find_by_doc_number(params[:search]) if params[:search]
e = Estimate.find_by_id(params[:id]) if params[:id]
e = Estimate.find_by_doc_number(params[:search]) if params[:search]
begin
send_data e.pdf, filename: "estimate #{e.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
@@ -32,8 +32,8 @@ class EstimateController < ApplicationController
# Downloads estimate by document number
#
def doc
e = QboEstimate.find_by_doc_number(params[:id]) if params[:id]
e = QboEstimate.find_by_doc_number(params[:search]) if params[:search]
e = Estimate.find_by_doc_number(params[:id]) if params[:id]
e = Estimate.find_by_doc_number(params[:search]) if params[:search]
begin
send_data e.pdf, filename: "estimate #{e.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"

12
app/controllers/invoice_controller.rb
View File

@@ -19,9 +19,13 @@ class InvoiceController < ApplicationController
# Downloads and forwards the invoice pdf
#
def show
base = QboInvoice.get_base
invoice = base.fetch_by_id(params[:id])
@pdf = base.pdf(invoice)
send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
begin
base = Invoice.get_base
invoice = base.fetch_by_id(params[:id])
@pdf = base.pdf(invoice)
send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
rescue
redirect_to :back, :flash => { :error => "Invoice not found" }
end
end
end

24
app/controllers/qbo_controller.rb
View File

@@ -15,8 +15,8 @@ class QboController < ApplicationController
include AuthHelper
before_action :require_user, :except => :qbo_webhook
skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [:qbo_webhook]
before_action :require_user, :except => :webhook
skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [:webhook]
def allowed_params
params.permit(:code, :state, :realmId, :id)
@@ -28,10 +28,10 @@ class QboController < ApplicationController
def index
@qbo = Qbo.first
@customer_count = Customer.count
@qbo_item_count = QboItem.count
@qbo_employee_count = QboEmployee.count
@qbo_invoice_count = QboInvoice.count
@qbo_estimate_count = QboEstimate.count
@item_count = QboItem.count
@employee_count = Employee.count
@invoice_count = Invoice.count
@estimate_count = Estimate.count
end
#
@@ -40,7 +40,6 @@ class QboController < ApplicationController
def authenticate
oauth2_client = Qbo.get_client
callback = Setting.host_name + "/qbo/oauth_callback/"
#callback = qbo_oauth_callback_url
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
end
@@ -52,7 +51,6 @@ class QboController < ApplicationController
if params[:state].present?
oauth2_client = Qbo.get_client
# use the state value to retrieve from your backend any information you need to identify the customer in your system
#redirect_uri = qbo_oauth_callback_url
redirect_uri = Setting.host_name + "/qbo/oauth_callback/"
if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
@@ -69,7 +67,7 @@ class QboController < ApplicationController
qbo.expire = 1.hour.from_now.utc
if qbo.save!
redirect_to qbo_sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
redirect_to sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
else
redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
end
@@ -90,7 +88,7 @@ class QboController < ApplicationController
end
# Quickbooks Webhook Callback
def qbo_webhook
def webhook
logger.info "Quickbooks is calling webhook"
@@ -161,10 +159,10 @@ class QboController < ApplicationController
Thread.new do
if Qbo.exists?
Customer.sync
QboInvoice.sync
Invoice.sync
QboItem.sync
QboEmployee.sync
QboEstimate.sync
Employee.sync
Estimate.sync
# Record the last sync time
Qbo.update_time_stamp

34
app/models/customer.rb
View File

@@ -12,9 +12,9 @@ class Customer < ActiveRecord::Base
unloadable
has_many :issues
has_many :qbo_purchases
has_many :qbo_invoices
has_many :qbo_estimates
has_many :purchases
has_many :invoices
has_many :estimates
has_many :vehicles
#attr_accessible :name, :notes, :email, :primary_phone, :mobile_phone, :phone_number
@@ -149,16 +149,16 @@ class Customer < ActiveRecord::Base
#end
customers.each do |customer|
qbo_customer = Customer.find_or_create_by(id: customer.id)
customer = Customer.find_or_create_by(id: customer.id)
if customer.active?
if not qbo_customer.name.eql? customer.display_name
qbo_customer.name = customer.display_name
qbo_customer.id = customer.id
qbo_customer.save_without_push
if not customer.name.eql? customer.display_name
customer.name = customer.display_name
customer.id = customer.id
customer.save_without_push
end
else
if not qbo_customer.new_record?
qbo_customer.delete
if not customer.new_record?
customer.delete
end
end
end
@@ -176,16 +176,16 @@ class Customer < ActiveRecord::Base
service = Qbo.get_base(:customer)
customer = service.fetch_by_id(id)
qbo_customer = Customer.find_or_create_by(id: customer.id)
customer = Customer.find_or_create_by(id: customer.id)
if customer.active?
if not qbo_customer.name.eql? customer.display_name
qbo_customer.name = customer.display_name
qbo_customer.id = customer.id
qbo_customer.save_without_push
if not customer.name.eql? customer.display_name
customer.name = customer.display_name
customer.id = customer.id
customer.save_without_push
end
else
if not qbo_customer.new_record?
qbo_customer.delete
if not customer.new_record?
customer.delete
end
end
end

2
app/models/customer_token.rb
View File

@@ -14,7 +14,7 @@ class CustomerToken < ActiveRecord::Base
validates_presence_of :expires_at, :issue_id
before_create :generate_token
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE_QBO__' + SecureRandom.uuid
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE__' + SecureRandom.uuid
def generate_token
self.token = SecureRandom.base64(15).tr('+/=lIO0', OAUTH_CONSUMER_SECRET)

18
app/models/qbo_employee.rb → app/models/employee.rb
View File

@@ -8,7 +8,7 @@
#
#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 QboEmployee < ActiveRecord::Base
class Employee < ActiveRecord::Base
unloadable
has_many :users
#attr_accessible :name
@@ -24,19 +24,19 @@ class QboEmployee < ActiveRecord::Base
transaction do
# Update the item table
employees.each { |employee|
qbo_employee = find_or_create_by(id: employee.id)
qbo_employee.name = employee.display_name
qbo_employee.id = employee.id
qbo_employee.save!
employee = find_or_create_by(id: employee.id)
employee.name = employee.display_name
employee.id = employee.id
employee.save!
}
end
end
def self.sync_by_id(id)
employee = get_base.fetch_by_id(id)
qbo_employee = find_or_create_by(id: employee.id)
qbo_employee.name = employee.display_name
qbo_employee.id = employee.id
qbo_employee.save!
employee = find_or_create_by(id: employee.id)
employee.name = employee.display_name
employee.id = employee.id
employee.save!
end
end

24
app/models/qbo_estimate.rb → app/models/estimate.rb
View File

@@ -8,7 +8,7 @@
#
#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 QboEstimate < ActiveRecord::Base
class Estimate < ActiveRecord::Base
unloadable
has_and_belongs_to_many :issues
@@ -44,26 +44,26 @@ class QboEstimate < ActiveRecord::Base
def self.update(id)
# Update the item table
estimate = get_base.fetch_by_id(id)
qbo_estimate = find_or_create_by(id: id)
qbo_estimate.doc_number = estimate.doc_number
qbo_estimate.txn_date = estimate.txn_date
qbo_estimate.save!
estimate = find_or_create_by(id: id)
estimate.doc_number = estimate.doc_number
estimate.txn_date = estimate.txn_date
estimate.save!
end
# process an estimate into the database
def self.process_estimate(estimate)
logger.info "Processing estimate #{estimate.id}"
qbo_estimate = find_or_create_by(id: estimate.id)
qbo_estimate.doc_number = estimate.doc_number
qbo_estimate.customer_id = estimate.customer_ref.value
qbo_estimate.id = estimate.id
qbo_estimate.txn_date = estimate.txn_date
qbo_estimate.save!
estimate = find_or_create_by(id: estimate.id)
estimate.doc_number = estimate.doc_number
estimate.customer_id = estimate.customer_ref.value
estimate.id = estimate.id
estimate.txn_date = estimate.txn_date
estimate.save!
end
# download the pdf from quickbooks
def pdf
base = QboEstimate.get_base
base = Estimate.get_base
estimate = base.fetch_by_id(id)
return base.pdf(estimate)
end

24
app/models/qbo_invoice.rb → app/models/invoice.rb
View File

@@ -8,7 +8,7 @@
#
#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 QboInvoice < ActiveRecord::Base
class Invoice < ActiveRecord::Base
unloadable
has_and_belongs_to_many :issues
belongs_to :customer
@@ -59,10 +59,10 @@ class QboInvoice < ActiveRecord::Base
logger.debug "Attaching invoice #{invoice.id} to issue #{issue.id}"
qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
invoice = Invoice.find_or_create_by(id: invoice.id)
unless issue.qbo_invoices.include?(qbo_invoice)
issue.qbo_invoices << qbo_invoice
unless issue.invoices.include?(invoice)
issue.invoices << invoice
issue.save!
end
@@ -74,12 +74,12 @@ class QboInvoice < ActiveRecord::Base
logger.info "Processing invoice #{invoice.id}"
# Load the invoice into the database
qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
qbo_invoice.doc_number = invoice.doc_number
qbo_invoice.id = invoice.id
qbo_invoice.customer_id = invoice.customer_ref
qbo_invoice.txn_date = invoice.txn_date
qbo_invoice.save!
invoice = Invoice.find_or_create_by(id: invoice.id)
invoice.doc_number = invoice.doc_number
invoice.id = invoice.id
invoice.customer_id = invoice.customer_ref
invoice.txn_date = invoice.txn_date
invoice.save!
# Scan the private notes for hashtags and attach to the applicable issues
if not invoice.private_note.nil?
@@ -105,7 +105,7 @@ class QboInvoice < ActiveRecord::Base
# TODO maybe add a cf_sync_confict flag to invoices
def self.compare_custom_fields(issue, invoice)
logger.debug "Comparing custom fields"
# TODO break if QboInvoice.find(invoice.id).cf_sync_confict
# TODO break if Invoice.find(invoice.id).cf_sync_confict
is_changed = false
# update the invoive custom fields with infomation from the issue if available
@@ -160,7 +160,7 @@ class QboInvoice < ActiveRecord::Base
# Do nothing, probaly custome field sync confict on the invoice.
# This is a problem with how it's billed
# TODO Add notes in memo area
# TODO flag QboInvoice.cf_sync_confict here
# TODO flag Invoice.cf_sync_confict here
logger.error "Failed to update invoice"
end
end

3
app/models/qbo.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2020 rick barrette
#Copyright (c) 2022 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:
#
@@ -10,7 +10,6 @@
class Qbo < ActiveRecord::Base
unloadable
#validates_presence_of :qb_token, :qb_secret, :company_id, :token_expires_at, :reconnect_token_at
validates_presence_of :token, :company_id, :expire
serialize :token

2
app/views/customers/filter_estimates_by_customer.js.erb
View File

@@ -1 +1 @@
$('select#issue_qbo_estimate_id').html('<%= j content_tag(:option,'',:value=>"")+options_from_collection_for_select(@filtered_estimates, :id, :doc_number) %>');
$('select#issue_estimate_id').html('<%= j content_tag(:option,'',:value=>"")+options_from_collection_for_select(@filtered_estimates, :id, :doc_number) %>');

2
app/views/estimates/_list.html.erb
View File

@@ -1,6 +1,6 @@
<% if @customer.present? %>
<% @customer.qbo_estimates.order(doc_number: :desc).each do |estimate| %>
<% @customer.estimates.order(doc_number: :desc).each do |estimate| %>
<div class="row">
<b><%= link_to "##{estimate.doc_number}", estimate_path(estimate), target: :_blank %></b> <%= estimate.txn_date %>
</div>

2
app/views/invoices/_list.html.erb
View File

@@ -1,6 +1,6 @@
<% if @customer.present? %>
<% @customer.qbo_invoices.order(doc_number: :desc).each do |invoice| %>
<% @customer.invoices.order(doc_number: :desc).each do |invoice| %>
<div class="row">
<b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
</div>

8
app/views/issues/_show_details.html.erb
View File

@@ -5,13 +5,13 @@
<div class="value"><%= customer %></div>
</div>
<div class="qbo_estimate_id attribute">
<div class="label"><span><%=t(:field_qbo_estimate)%></span>:</div>
<div class="estimate_id attribute">
<div class="label"><span><%=t(:field_estimate)%></span>:</div>
<div class="value"><%= estimate_link %></div>
</div>
<div class="qbo_invoice_id attribute">
<div class="label"><span><%=t(:field_qbo_invoice)%></span>:</div>
<div class="invoice_id attribute">
<div class="label"><span><%=t(:field_invoice)%></span>:</div>
<div class="value"><%= invoice_link %></div>
</div>
</div>

37
app/views/qbo/_settings.html.erb
View File

@@ -15,7 +15,7 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
<!-- configure the Intuit object: 'grantUrl' is a URL in your application which kicks off the flow, see below -->
<script>
intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Setting.host_name %>/qbo/authenticate'});
intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Setting.host_name %>/qbo/authenticate'});
</script>
<table >
@@ -24,27 +24,36 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
<tr>
<th><%=t(:label_client_id)%></th>
<td>
<input type="text" style="width:350px" id="settingsOAuthConsumerKey"
value="<%= settings['settingsOAuthConsumerKey'] %>"
name="settings[settingsOAuthConsumerKey]" >
<input
type="text"
style="width:350px"
id="settingsOAuthConsumerKey"
value="<%= settings['settingsOAuthConsumerKey'] %>"
name="settings[settingsOAuthConsumerKey]" >
</td>
</tr>
<tr>
<th><%=t(:label_client_secret)%></th>
<td>
<input type="text" style="width:350px" id="settingsOAuthConsumerSecret"
value="<%= settings['settingsOAuthConsumerSecret'] %>"
name="settings[settingsOAuthConsumerSecret]" >
<input
type="text"
style="width:350px"
id="settingsOAuthConsumerSecret"
value="<%= settings['settingsOAuthConsumerSecret'] %>"
name="settings[settingsOAuthConsumerSecret]" >
</td>
</tr>
<tr>
<th><%=t(:label_webhook_token)%></th>
<td>
<input type="text" style="width:350px" id="settingsWebhookToken"
value="<%= settings['settingsWebhookToken'] %>"
name="settings[settingsWebhookToken]" >
<input
type="text"
style="width:350px"
id="settingsWebhookToken"
value="<%= settings['settingsWebhookToken'] %>"
name="settings[settingsWebhookToken]" >
</td>
</tr>
@@ -72,19 +81,19 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
</div>
<div>
<b><%=t(:label_employee_count)%>:</b> <%= QboEmployee.count %>
<b><%=t(:label_employee_count)%>:</b> <%= Employee.count %>
</div>
<div>
<b><%=t(:label_invoice_count)%>:</b> <%= QboInvoice.count %>
<b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %>
</div>
<div>
<b><%=t(:label_estimate_count)%>:</b> <%= QboEstimate.count %>
<b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %>
</div>
<br/>
<div>
<b><%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to " Sync Now", qbo_sync_path %>
<b><%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to t(:label_sync_now), qbo_sync_path %>
</div>

10
app/views/qbo/index.html.erb
View File

@@ -1,7 +1,7 @@
<!--
The MIT License (MIT)
Copyright (c) 2016 rick barrette
Copyright (c) 2022 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:
@@ -18,19 +18,19 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
</div>
<div>
<b><%=t(:label_item_count)%>:</b> <%= @qbo_item_count.to_s %>
<b><%=t(:label_item_count)%>:</b> <%= @item_count.to_s %>
</div>
<div>
<b><%=t(:label_employee_count)%>:</b> <%= @qbo_employee_count.to_s %>
<b><%=t(:label_employee_count)%>:</b> <%= @employee_count.to_s %>
</div>
<div>
<b><%=t(:label_invoice_count)%>:</b> <%= @qbo_invoice_count.to_s %>
<b><%=t(:label_invoice_count)%>:</b> <%= @invoice_count.to_s %>
</div>
<div>
<b><%=t(:label_estimate_count)%>:</b> <%= @qbo_estimate_count.to_s %>
<b><%=t(:label_estimate_count)%>:</b> <%= @estimate_count.to_s %>
</div>
<br/>