Drop the Qbo prefix

This commit is contained in:
2022-03-09 21:31:56 -05:00
parent 08fa4aefc4
commit 24f8be6e80
29 changed files with 176 additions and 142 deletions

View File

@@ -48,13 +48,13 @@ class CustomersController < ApplicationController
# getter method for a customer's invoices # getter method for a customer's invoices
# used for customer autocomplete field / issue form # used for customer autocomplete field / issue form
def filter_invoices_by_customer 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 end
# getter method for a customer's estimates # getter method for a customer's estimates
# used for customer autocomplete field / issue form # used for customer autocomplete field / issue form
def filter_estimates_by_customer 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 end
# display a list of all customers # display a list of all customers

View File

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

View File

@@ -19,9 +19,13 @@ class InvoiceController < ApplicationController
# Downloads and forwards the invoice pdf # Downloads and forwards the invoice pdf
# #
def show def show
base = QboInvoice.get_base begin
invoice = base.fetch_by_id(params[:id]) base = Invoice.get_base
@pdf = base.pdf(invoice) invoice = base.fetch_by_id(params[:id])
send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf" @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
end end

View File

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

View File

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

View File

@@ -14,7 +14,7 @@ class CustomerToken < ActiveRecord::Base
validates_presence_of :expires_at, :issue_id validates_presence_of :expires_at, :issue_id
before_create :generate_token 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 def generate_token
self.token = SecureRandom.base64(15).tr('+/=lIO0', OAUTH_CONSUMER_SECRET) self.token = SecureRandom.base64(15).tr('+/=lIO0', OAUTH_CONSUMER_SECRET)

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

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

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. #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 unloadable
has_and_belongs_to_many :issues has_and_belongs_to_many :issues
belongs_to :customer belongs_to :customer
@@ -59,10 +59,10 @@ class QboInvoice < ActiveRecord::Base
logger.debug "Attaching invoice #{invoice.id} to issue #{issue.id}" 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) unless issue.invoices.include?(invoice)
issue.qbo_invoices << qbo_invoice issue.invoices << invoice
issue.save! issue.save!
end end
@@ -74,12 +74,12 @@ class QboInvoice < ActiveRecord::Base
logger.info "Processing invoice #{invoice.id}" logger.info "Processing invoice #{invoice.id}"
# Load the invoice into the database # Load the invoice into the database
qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id) invoice = Invoice.find_or_create_by(id: invoice.id)
qbo_invoice.doc_number = invoice.doc_number invoice.doc_number = invoice.doc_number
qbo_invoice.id = invoice.id invoice.id = invoice.id
qbo_invoice.customer_id = invoice.customer_ref invoice.customer_id = invoice.customer_ref
qbo_invoice.txn_date = invoice.txn_date invoice.txn_date = invoice.txn_date
qbo_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 invoice.private_note.nil?
@@ -105,7 +105,7 @@ class QboInvoice < ActiveRecord::Base
# TODO maybe add a cf_sync_confict flag to invoices # TODO maybe add a cf_sync_confict flag to invoices
def self.compare_custom_fields(issue, invoice) def self.compare_custom_fields(issue, invoice)
logger.debug "Comparing custom fields" 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 is_changed = false
# update the invoive custom fields with infomation from the issue if available # 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. # Do nothing, probaly custome field sync confict on the invoice.
# This is a problem with how it's billed # This is a problem with how it's billed
# TODO Add notes in memo area # 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" logger.error "Failed to update invoice"
end end
end end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #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: #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 class Qbo < ActiveRecord::Base
unloadable unloadable
#validates_presence_of :qb_token, :qb_secret, :company_id, :token_expires_at, :reconnect_token_at
validates_presence_of :token, :company_id, :expire validates_presence_of :token, :company_id, :expire
serialize :token serialize :token

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) %>');

View File

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

View File

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

View File

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

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 --> <!-- configure the Intuit object: 'grantUrl' is a URL in your application which kicks off the flow, see below -->
<script> <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> </script>
<table > <table >
@@ -24,27 +24,36 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
<tr> <tr>
<th><%=t(:label_client_id)%></th> <th><%=t(:label_client_id)%></th>
<td> <td>
<input type="text" style="width:350px" id="settingsOAuthConsumerKey" <input
value="<%= settings['settingsOAuthConsumerKey'] %>" type="text"
name="settings[settingsOAuthConsumerKey]" > style="width:350px"
id="settingsOAuthConsumerKey"
value="<%= settings['settingsOAuthConsumerKey'] %>"
name="settings[settingsOAuthConsumerKey]" >
</td> </td>
</tr> </tr>
<tr> <tr>
<th><%=t(:label_client_secret)%></th> <th><%=t(:label_client_secret)%></th>
<td> <td>
<input type="text" style="width:350px" id="settingsOAuthConsumerSecret" <input
value="<%= settings['settingsOAuthConsumerSecret'] %>" type="text"
name="settings[settingsOAuthConsumerSecret]" > style="width:350px"
id="settingsOAuthConsumerSecret"
value="<%= settings['settingsOAuthConsumerSecret'] %>"
name="settings[settingsOAuthConsumerSecret]" >
</td> </td>
</tr> </tr>
<tr> <tr>
<th><%=t(:label_webhook_token)%></th> <th><%=t(:label_webhook_token)%></th>
<td> <td>
<input type="text" style="width:350px" id="settingsWebhookToken" <input
value="<%= settings['settingsWebhookToken'] %>" type="text"
name="settings[settingsWebhookToken]" > style="width:350px"
id="settingsWebhookToken"
value="<%= settings['settingsWebhookToken'] %>"
name="settings[settingsWebhookToken]" >
</td> </td>
</tr> </tr>
@@ -72,19 +81,19 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
</div> </div>
<div> <div>
<b><%=t(:label_employee_count)%>:</b> <%= QboEmployee.count %> <b><%=t(:label_employee_count)%>:</b> <%= Employee.count %>
</div> </div>
<div> <div>
<b><%=t(:label_invoice_count)%>:</b> <%= QboInvoice.count %> <b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %>
</div> </div>
<div> <div>
<b><%=t(:label_estimate_count)%>:</b> <%= QboEstimate.count %> <b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %>
</div> </div>
<br/> <br/>
<div> <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> </div>

View File

@@ -1,7 +1,7 @@
<!-- <!--
The MIT License (MIT) 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: 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>
<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>
<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>
<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>
<div> <div>
<b><%=t(:label_estimate_count)%>:</b> <%= @qbo_estimate_count.to_s %> <b><%=t(:label_estimate_count)%>:</b> <%= @estimate_count.to_s %>
</div> </div>
<br/> <br/>

View File

@@ -13,15 +13,15 @@
en: en:
# my_label: "My label" # my_label: "My label"
field_customer: "Customer" field_customer: "Customer"
field_qbo_item: "Item" field_item: "Item"
field_qbo_employee: "Employee" field_employee: "Employee"
field_qbo_invoice: "Invoice" field_invoice: "Invoice"
field_qbo_estimate: "Estimate" field_estimate: "Estimate"
field_vehicles: "Vehicles" field_vehicles: "Vehicles"
field_vehicle: "Vehicle" field_vehicle: "Vehicle"
field_vin: "VIN" field_vin: "VIN"
field_notes: "Notes" field_notes: "Notes"
field_qbo_billed: "Billed" field_billed: "Billed"
label_week: "Week" label_week: "Week"
label_search_estimates: "Search Estimates" label_search_estimates: "Search Estimates"
label_search: "Search" label_search: "Search"
@@ -82,4 +82,5 @@ en:
label_trim: "Trim" label_trim: "Trim"
label_bill_time: "Bill Time" label_bill_time: "Bill Time"
label_share: "Share" label_share: "Share"
label_sync_now: "Sync Now"

View File

@@ -34,7 +34,7 @@ get 'customers/share/:id', :to => 'customers#share', as: :share
resources :payments resources :payments
#webhook #webhook
post 'qbo/webhook', :to => 'qbo#qbo_webhook' post 'qbo/webhook', :to => 'qbo#webhook'
#java script routes #java script routes
get 'filter_vehicles_by_customer' => 'customers#filter_vehicles_by_customer' get 'filter_vehicles_by_customer' => 'customers#filter_vehicles_by_customer'

View File

@@ -0,0 +1,23 @@
#The MIT License (MIT)
#
#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:
#
#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 DropQboPrefix < ActiveRecord::Migration[5.1]
def change
rename_table :qbo_invoices, :invoices
rename_table :qbo_estimates, :estimates
rename_table :qbo_employees, :employees
rename_table :issues_qbo_invoices, :invoices_issues
rename_column :issues, :qbo_estimate_id, :estimate_id
rename_column :users, :qbo_employee_id, :employee_id
rename_column :invoices_issues, :qbo_invoice_id, :invoice_id
end
end

10
init.rb
View File

@@ -30,12 +30,12 @@ Redmine::Plugin.register :redmine_qbo do
# Add safe attributes for core models # Add safe attributes for core models
Issue.safe_attributes 'customer_id' Issue.safe_attributes 'customer_id'
Issue.safe_attributes 'qbo_item_id' Issue.safe_attributes 'item_id'
Issue.safe_attributes 'qbo_estimate_id' Issue.safe_attributes 'estimate_id'
Issue.safe_attributes 'qbo_invoice_id' Issue.safe_attributes 'invoice_id'
Issue.safe_attributes 'vehicles_id' Issue.safe_attributes 'vehicles_id'
User.safe_attributes 'qbo_employee_id' User.safe_attributes 'employee_id'
TimeEntry.safe_attributes 'qbo_billed' TimeEntry.safe_attributes 'billed'
Project.safe_attributes 'customer_id' Project.safe_attributes 'customer_id'
Project.safe_attributes 'vehicle_id' Project.safe_attributes 'vehicle_id'

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2017 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: #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:
# #
@@ -14,6 +14,6 @@ class HeaderFooterHookListener < Redmine::Hook::ViewListener
end end
def view_layouts_base_body_bottom(context = {}) def view_layouts_base_body_bottom(context = {})
return "<div id='qbo_footer' align='center'><b>#{I18n.translate(:label_last_sync)}: </b> #{Qbo.last_sync if Qbo.exists?}</div>" return "<div id='footer' align='center'><b>#{I18n.translate(:label_last_sync)}: </b> #{Qbo.last_sync if Qbo.exists?}</div>"
end end
end end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #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: #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:
# #
@@ -24,9 +24,9 @@ module IssuePatch
unloadable # Send unloadable so it will not be unloaded in development unloadable # Send unloadable so it will not be unloaded in development
belongs_to :customer, primary_key: :id belongs_to :customer, primary_key: :id
belongs_to :customer_token, primary_key: :id belongs_to :customer_token, primary_key: :id
belongs_to :qbo_estimate, primary_key: :id belongs_to :estimate, primary_key: :id
has_and_belongs_to_many :qbo_invoices has_and_belongs_to_many :invoices
#, :association_foreign_key => 'issue_id', :class_name => 'Issue', :join_table => 'issues_qbo_invoices' #, :association_foreign_key => 'issue_id', :class_name => 'Issue', :join_table => 'issues_invoices'
belongs_to :vehicle, primary_key: :id belongs_to :vehicle, primary_key: :id
end end
@@ -49,7 +49,7 @@ module IssuePatch
return unless customer return unless customer
# Get unbilled time entries # Get unbilled time entries
spent_time = time_entries.where(qbo_billed: [false, nil]) spent_time = time_entries.where(billed: [false, nil])
spent_hours ||= spent_time.sum(:hours) || 0 spent_hours ||= spent_time.sum(:hours) || 0
if spent_hours > 0 then if spent_hours > 0 then
@@ -65,7 +65,7 @@ module IssuePatch
spent_time.each do |entry| spent_time.each do |entry|
h[entry.activity.name] += entry.hours h[entry.activity.name] += entry.hours
# update time entries billed status # update time entries billed status
entry.qbo_billed = true entry.billed = true
entry.save entry.save
end end
@@ -83,8 +83,8 @@ module IssuePatch
# Create the new billable time entry and upload it # Create the new billable time entry and upload it
time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}" time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}"
# TODO entry.user.qbo_employee.id # TODO entry.user.employee.id
time_entry.employee_id = assigned_to.qbo_employee_id time_entry.employee_id = assigned_to.employee_id
time_entry.customer_id = customer_id time_entry.customer_id = customer_id
time_entry.billable_status = "Billable" time_entry.billable_status = "Billable"
time_entry.hours = hours time_entry.hours = hours

View File

@@ -31,7 +31,7 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
# Check to see if the issue already belongs to a customer # Check to see if the issue already belongs to a customer
selected_customer = context[:issue].customer ? context[:issue].customer.id : nil selected_customer = context[:issue].customer ? context[:issue].customer.id : nil
selected_estimate = context[:issue].qbo_estimate ? context[:issue].qbo_estimate.id : nil selected_estimate = context[:issue].estimate ? context[:issue].estimate.id : nil
selected_vehicle = context[:issue].vehicles_id ? context[:issue].vehicles_id : nil selected_vehicle = context[:issue].vehicles_id ? context[:issue].vehicles_id : nil
# Load customer information # Load customer information
@@ -59,14 +59,14 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
else else
vehicles = [nil].compact vehicles = [nil].compact
end end
estimates = customer.qbo_estimates.pluck(:doc_number, :id).sort! {|x, y| y <=> x} estimates = customer.estimates.pluck(:doc_number, :id).sort! {|x, y| y <=> x}
else else
vehicles = [nil].compact vehicles = [nil].compact
estimates = [nil].compact estimates = [nil].compact
end end
# Generate the drop down list of quickbooks estimates & vehicles # Generate the drop down list of quickbooks estimates & vehicles
select_estimate = f.select :qbo_estimate_id, estimates, :selected => selected_estimate, include_blank: true select_estimate = f.select :estimate_id, estimates, :selected => selected_estimate, include_blank: true
vehicle = f.select :vehicles_id, vehicles, :selected => selected_vehicle, include_blank: true vehicle = f.select :vehicles_id, vehicles, :selected => selected_vehicle, include_blank: true
# Pass all prebuilt form components to our partial # Pass all prebuilt form components to our partial

View File

@@ -21,16 +21,16 @@ class IssuesShowHookListener < Redmine::Hook::ViewListener
end end
# Estimate Number # Estimate Number
if issue.qbo_estimate if issue.estimate
estimate = issue.qbo_estimate.doc_number estimate = issue.estimate.doc_number
estimate_link = link_to estimate, estimate_path( issue.qbo_estimate.id ), :target => "_blank" estimate_link = link_to estimate, estimate_path( issue.estimate.id ), :target => "_blank"
end end
# Invoice Number # Invoice Number
invoice_link = "" invoice_link = ""
if issue.qbo_invoice_ids if issue.invoice_ids
issue.qbo_invoice_ids.each do |i| issue.invoice_ids.each do |i|
invoice = QboInvoice.find i invoice = Invoice.find i
invoice_link = invoice_link + link_to( invoice.doc_number, invoice_path( i ), :target => "_blank").to_s + " " invoice_link = invoice_link + link_to( invoice.doc_number, invoice_path( i ), :target => "_blank").to_s + " "
invoice_link = invoice_link.html_safe invoice_link = invoice_link.html_safe
end end

View File

@@ -17,7 +17,7 @@ module QueryPatch
unless @available_columns unless @available_columns
@available_columns = self.class.available_columns.dup @available_columns = self.class.available_columns.dup
@available_columns << QueryColumn.new(:customer, :sortable => "#{Issue.table_name}.customer_id", :groupable => true, :caption => :field_customer) @available_columns << QueryColumn.new(:customer, :sortable => "#{Issue.table_name}.customer_id", :groupable => true, :caption => :field_customer)
@available_columns << QueryColumn.new(:qbo_billed, :sortable => "#{TimeEntry.table_name}.qbo_billed", :groupable => true, :caption => :field_qbo_billed) @available_columns << QueryColumn.new(:billed, :sortable => "#{TimeEntry.table_name}.billed", :groupable => true, :caption => :field_billed)
end end
super super
end end

View File

@@ -16,14 +16,14 @@ module TimeEntryQueryPatch
def available_columns def available_columns
unless @available_columns unless @available_columns
@available_columns = self.class.available_columns.dup @available_columns = self.class.available_columns.dup
@available_columns << QueryColumn.new(:qbo_billed, :sortable => "#{TimeEntry.table_name}.name", :groupable => true, :caption => :field_qbo_billed) @available_columns << QueryColumn.new(:billed, :sortable => "#{TimeEntry.table_name}.name", :groupable => true, :caption => :field_billed)
end end
super super
end end
# Add QBO options to the filter # Add QBO options to the filter
def initialize_available_filters def initialize_available_filters
add_available_filter "qbo_billed", :type => :boolean add_available_filter "billed", :type => :boolean
super super
end end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2017 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: #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:
# #
@@ -21,7 +21,7 @@ module UserPatch
# Same as typing in the class # Same as typing in the class
base.class_eval do base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development unloadable # Send unloadable so it will not be unloaded in development
belongs_to :qbo_employee, primary_key: :id belongs_to :employee, primary_key: :id
end end
end end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2017 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: #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:
# #
@@ -14,12 +14,12 @@ class UsersShowHookListener < Redmine::Hook::ViewListener
def view_users_form(context={}) def view_users_form(context={})
# Update the users # Update the users
#QboEmployee.update_all #Employee.update_all
# Check to see if there is a quickbooks user attached to the issue # Check to see if there is a quickbooks user attached to the issue
@selected = context[:user].qbo_employee.id if context[:user].qbo_employee @selected = context[:user].employee.id if context[:user].employee
# Generate the drop down list of quickbooks contacts # Generate the drop down list of quickbooks contacts
return "<p>#{context[:form].select :qbo_employee_id, QboEmployee.all.pluck(:name, :id), :selected => @selected, include_blank: true}</p>" return "<p>#{context[:form].select :employee_id, Employee.all.pluck(:name, :id), :selected => @selected, include_blank: true}</p>"
end end
end end

View File

@@ -1,6 +1,6 @@
require File.expand_path('../../test_helper', __FILE__) require File.expand_path('../../test_helper', __FILE__)
class QboEmployeeTest < ActiveSupport::TestCase class EmployeeTest < ActiveSupport::TestCase
# Replace this with your real tests. # Replace this with your real tests.
def test_truth def test_truth