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Merge branch 'redmine-6' into HEAD

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Ricky Barrette
2026-01-22 20:39:20 -05:00
parent f0a3b0193c 35e303d54b
commit 3c2f1d0edd
89 changed files with 1493 additions and 1084 deletions
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17
app/controllers/customers_controller.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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 @@
# This controller class will handle map management
class CustomersController < ApplicationController
unloadable
include AuthHelper
helper :issues
@@ -36,7 +35,7 @@ class CustomersController < ApplicationController
autocomplete :customer, :name, :full => true, :extra_data => [:id]
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
# getter method for a customer's invoices
@@ -108,7 +107,7 @@ class CustomersController < ApplicationController
def update
begin
@customer = Customer.find_by_id(params[:id])
if @customer.update_attributes(allowed_params)
if @customer.update(allowed_params)
flash[:notice] = "Customer updated"
redirect_to @customer
else
@@ -135,7 +134,7 @@ class CustomersController < ApplicationController
def share
Thread.new do
logger.debug "Removing expired customer tokens"
logger.info "Removing expired customer tokens"
CustomerToken.remove_expired_tokens
ActiveRecord::Base.connection.close
end
@@ -211,14 +210,14 @@ class CustomersController < ApplicationController
# format a quickbooks address to a human readable string
def address_to_s (address)
return if address.nil?
string = address.line1
string = address.line1 if address.line1
string << "\n" + address.line2 if address.line2
string << "\n" + address.line3 if address.line3
string << "\n" + address.line4 if address.line4
string << "\n" + address.line5 if address.line5
string << " " + address.city
string << ", " + address.country_sub_division_code
string << " " + address.postal_code
string << " " + address.city if address.city
string << ", " + address.country_sub_division_code if address.country_sub_division_code
string << " " + address.postal_code if address.postal_code
return string
end

12
app/controllers/estimate_controller.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -8,7 +8,6 @@
#
#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 EstimateController < ApplicationController
unloadable
include AuthHelper
@@ -16,6 +15,15 @@ class EstimateController < ApplicationController
skip_before_action :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
def get_estimate
# Force sync for estimate by doc number if not found
if Estimate.find_by_doc_number(params[:search]).nil?
begin
Estimate.sync_by_doc_number(params[:search]) if params[:search]
rescue
logger.info "Estimate.find_by_doc_number failed"
end
end
estimate = Estimate.find_by_id(params[:id]) if params[:id]
estimate = Estimate.find_by_doc_number(params[:search]) if params[:search]
return estimate

37
app/controllers/invoice_controller.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -8,10 +8,10 @@
#
#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 InvoiceController < ApplicationController
unloadable
include AuthHelper
require 'combine_pdf'
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? }
@@ -19,11 +19,34 @@ class InvoiceController < ApplicationController
# Downloads and forwards the invoice pdf
#
def show
logger.info("Processing request for URL: #{request.original_url}")
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"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
# If multiple id's then pull each pdf & combine them
if params[:invoice_ids]
logger.info("Grabbing pdfs for " + params[:invoice_ids].join(', '))
ref = ""
params[:invoice_ids].each do |i|
logger.info("processing " + i)
invoice = service.fetch_by_id(i)
ref += " #{invoice.doc_number}"
@pdf << CombinePDF.parse(service.pdf(invoice)) unless @pdf.nil?
if @pdf.nil?
@pdf = CombinePDF.parse(service.pdf(invoice))
end
end
@pdf = @pdf.to_pdf
else
invoice = service.fetch_by_id(params[:id])
@pdf = service.pdf(invoice)
ref = invoice.doc_number
end
send_data @pdf, filename: "invoice #{ref}.pdf", :disposition => 'inline', :type => "application/pdf"
end
rescue
redirect_to :back, :flash => { :error => "Invoice not found" }
end

105
app/controllers/qbo_controller.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,7 +9,6 @@
#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 QboController < ApplicationController
unloadable
require 'openssl'
@@ -26,9 +25,10 @@ class QboController < ApplicationController
# Called when the user requests that Redmine to connect to QBO
#
def authenticate
oauth2_client = Qbo.get_client
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")
redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
logger.info "redirect_uri: #{redirect_uri}"
oauth2_client = Qbo.construct_oauth2_client
grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: redirect_uri, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
redirect_to grant_url
end
@@ -37,9 +37,9 @@ class QboController < ApplicationController
#
def oauth_callback
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
redirect_uri = Setting.host_name + "/qbo/oauth_callback/"
redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
# Remove the last authentication information
@@ -47,17 +47,13 @@ class QboController < ApplicationController
# Save the authentication information
qbo = Qbo.new
qbo.company_id = params[:realmId]
# 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
qbo.update(oauth2_access_token: resp.token, oauth2_refresh_token: resp.refresh_token, realm_id: params[:realmId])
qbo.refresh_token!
if qbo.save!
redirect_to qbo_sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
redirect_to qbo_sync_path, :flash => { :notice => I18n.t(:label_connected) }
else
redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => I18n.t(:label_error) }
end
end
@@ -69,9 +65,9 @@ class QboController < ApplicationController
i = Issue.find_by_id params[:id]
if i.customer
i.bill_time
redirect_to i, :flash => { :notice => "Successfully Billed #{i.customer.name}" }
redirect_to i, :flash => { :notice => I18n.t(:label_billed_success) + i.customer.name }
else
redirect_to i, :flash => { :error => "Cannot bill without a customer assigned" }
redirect_to i, :flash => { :error => I18n.t(:label_billing_error) }
end
end
@@ -88,46 +84,48 @@ class QboController < ApplicationController
# proceed if the request is good
if hash.eql? signature
if request.headers['content-type'] == 'application/json'
data = JSON.parse(data)
else
# application/x-www-form-urlencoded
data = params.as_json
end
# Process the information
entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
entities.each do |entity|
id = entity['id'].to_i
name = entity['name']
logger.debug "Casting #{name.constantize} to obj"
# Magicly initialize the correct class
obj = name.constantize
# for merge events
obj.destroy(entity['deletedId']) if entity['deletedId']
#Check to see if we are deleting a record
if entity['operation'].eql? "Delete"
obj.destroy(id)
#if not then update!
Thread.new do
if request.headers['content-type'] == 'application/json'
data = JSON.parse(data)
else
begin
obj.sync_by_id(id)
rescue => e
logger.error "Failed to call sync_by_id on obj"
logger.error e.message
logger.error e.backtrace.join("\n")
# application/x-www-form-urlencoded
data = params.as_json
end
# Process the information
entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
entities.each do |entity|
id = entity['id'].to_i
name = entity['name']
logger.info "Casting #{name.constantize} to obj"
# Magicly initialize the correct class
obj = name.constantize
# for merge events
obj.destroy(entity['deletedId']) if entity['deletedId']
#Check to see if we are deleting a record
if entity['operation'].eql? "Delete"
obj.destroy(id)
#if not then update!
else
begin
obj.sync_by_id(id)
rescue => e
logger.error "Failed to call sync_by_id on obj"
logger.error e.message
logger.error e.backtrace.join("\n")
end
end
end
# Record that last time we updated
Qbo.update_time_stamp
ActiveRecord::Base.connection.close
end
# Record that last time we updated
Qbo.update_time_stamp
# The webhook doesn't require a response but let's make sure we don't send anything
render :nothing => true
render :nothing => true, status: 200
else
render nothing: true, status: 400
end
@@ -145,7 +143,6 @@ class QboController < ApplicationController
if Qbo.exists?
Customer.sync
Invoice.sync
QboItem.sync
Employee.sync
Estimate.sync
@@ -155,6 +152,6 @@ class QboController < ApplicationController
ActiveRecord::Base.connection.close
end
redirect_to :home, :flash => { :notice => "Successfully synced to Quickbooks" }
redirect_to :home, :flash => { :notice => I18n.t(:label_syncing) }
end
end

8
app/helpers/auth_helper.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -13,7 +13,7 @@ module AuthHelper
def require_user
return unless session[:token].nil?
if !User.current.logged?
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
render_403
end
end
@@ -27,14 +27,14 @@ module AuthHelper
def check_permission(permission)
if !allowed_to?(permission)
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
render_403
end
end
def global_check_permission(permission)
if !globaly_allowed_to?(permission)
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
render_403
end
end

88
app/models/concerns/quickbooks_oauth.rb Normal file
View File

@@ -0,0 +1,88 @@
#The MIT License (MIT)
#
#Copyright (c) 2016 - 2026 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
#== Instance Methods
def perform_authenticated_request(&block)
attempts = 0
begin
yield oauth_access_token
rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
Rails.logger.error("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!
Rails.logger.info("QuickbooksOauth.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
Rails.logger.info("QuickbooksOauth.refresh_token!: #{oauth2_refresh_token_expires_at}")
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
oauth_consumer_key = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
oauth_consumer_secret = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
# Are we are playing in the sandbox?
Quickbooks.sandbox_mode = Setting.plugin_redmine_qbo['sandbox'] ? true : false
logger.info "Sandbox mode: #{Quickbooks.sandbox_mode}"
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

84
app/models/customer.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,10 +9,8 @@
#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 Customer < ActiveRecord::Base
unloadable
has_many :issues
has_many :purchases
has_many :invoices
has_many :estimates
@@ -22,7 +20,7 @@ class Customer < ActiveRecord::Base
# returns a human readable string
def to_s
return name
return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
end
# Convenience Method
@@ -86,6 +84,13 @@ class Customer < ActiveRecord::Base
#update our locally stored number too
update_mobile_phone_number
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
def update_phone_number
@@ -134,28 +139,28 @@ class Customer < ActiveRecord::Base
# proforms a bruteforce sync operation
# This needs to be simplified
def self.sync
service = Qbo.get_base(:customer)
# Sync ALL customers if the database is empty
#if count == 0
customers = service.all
#else
# last = Qbo.first.last_sync
# query = "Select Id, DisplayName From Customer"
# query << " Where Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
# customers = service.query(query)
#end
qbo = Qbo.first
customers = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all
end
customers.each do |customer|
customer = Customer.find_or_create_by(id: customer.id)
if customer.active?
if not customer.name.eql? customer.display_name
customer.name = customer.display_name
customer.id = customer.id
return unless customers
customers.each do |c|
logger.info "Processing customer #{c.id}"
customer = Customer.find_or_create_by(id: c.id)
if c.active?
#if not customer.name.eql? c.display_name
customer.name = c.display_name
customer.id = c.id
customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
customer.save_without_push
end
#end
else
if not customer.new_record?
if not c.new_record?
customer.delete
end
end
@@ -171,16 +176,23 @@ class Customer < ActiveRecord::Base
# proforms a bruteforce sync operation
# This needs to be simplified
def self.sync_by_id(id)
service = Qbo.get_base(:customer)
qbo = Qbo.first
c = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(id)
end
customer = service.fetch_by_id(id)
customer = Customer.find_or_create_by(id: customer.id)
if customer.active?
if not customer.name.eql? customer.display_name
customer.name = customer.display_name
customer.id = customer.id
return unless c
customer = Customer.find_or_create_by(id: c.id)
if c.active?
#if not customer.name.eql? c.display_name
customer.name = c.display_name
customer.id = c.id
customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
customer.save_without_push
end
#end
else
if not customer.new_record?
customer.delete
@@ -191,7 +203,11 @@ class Customer < ActiveRecord::Base
# Push the updates
def save_with_push
begin
@details = Qbo.get_base(:customer).update(@details)
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
service.update(@details)
end
#raise "QBO Fault" if @details.fault?
self.id = @details.id
rescue Exception => e
@@ -209,7 +225,11 @@ class Customer < ActiveRecord::Base
def pull
begin
raise Exception unless self.id
@details = Qbo.get_base(:customer).fetch_by_id(self.id)
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(self.id)
end
rescue Exception => e
@details = Quickbooks::Model::Customer.new
end

4
app/models/customer_token.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,7 +9,7 @@
#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 CustomerToken < ActiveRecord::Base
unloadable
has_many :issues
validates_presence_of :issue_id
before_create :generate_token, :generate_expire_date

33
app/models/employee.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,30 +9,39 @@
#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 Employee < ActiveRecord::Base
unloadable
has_many :users
validates_presence_of :id, :name
def self.get_base
Qbo.get_base(:employee)
end
def self.sync
employees = get_base.all
qbo = Qbo.first
employees = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all
end
return unless employees
transaction do
# Update the item table
employees.each { |employee|
employee = find_or_create_by(id: employee.id)
employee.name = employee.display_name
employee.id = employee.id
employees.each { |e|
logger.info "Processing employee #{e.id}"
employee = find_or_create_by(id: e.id)
employee.name = e.display_name
employee.id = e.id
employee.save!
}
end
end
def self.sync_by_id(id)
employee = get_base.fetch_by_id(id)
qbo = Qbo.first
employee = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(id)
end
return unless employee
employee = find_or_create_by(id: employee.id)
employee.name = employee.display_name
employee.id = employee.id

83
app/models/estimate.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,22 +9,23 @@
#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 Estimate < ActiveRecord::Base
unloadable
has_and_belongs_to_many :issues
belongs_to :customer
validates_presence_of :doc_number, :id
self.primary_key = :id
# return the QBO Estimate service
def self.get_base
Qbo.get_base(:estimate)
end
# sync all estimates
def self.sync
logger.debug "Syncing ALL estimates"
estimates = get_base.all
logger.info "Syncing ALL estimates"
qbo = Qbo.first
estimates = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all
end
return unless estimates
estimates.each { |estimate|
process_estimate(estimate)
}
@@ -35,36 +36,60 @@ class Estimate < ActiveRecord::Base
# sync only one estimate
def self.sync_by_id(id)
logger.debug "Syncing estimate #{id}"
process_estimate(get_base.fetch_by_id(id))
logger.info "Syncing estimate #{id}"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
process_estimate(service.fetch_by_id(id))
end
end
# sync only one estimate
def self.sync_by_doc_number(number)
logger.info "Syncing estimate by doc number #{number}"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
process_estimate(service.find_by( :doc_number, number).first)
end
end
# update an estimate
def self.update(id)
# Update the item table
estimate = get_base.fetch_by_id(id)
estimate = find_or_create_by(id: id)
estimate.doc_number = estimate.doc_number
estimate.txn_date = estimate.txn_date
estimate.save!
qbo = Qbo.first
estimate = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(id)
end
return unless estimate
e = find_or_create_by(id: id)
e.doc_number = estimate.doc_number
e.txn_date = estimate.txn_date
e.save!
end
# process an estimate into the database
def self.process_estimate(estimate)
logger.info "Processing estimate #{estimate.id}"
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
def self.process_estimate(qbo_estimate)
logger.info "Processing estimate #{qbo_estimate.id}"
estimate = find_or_create_by(id: qbo_estimate.id)
estimate.doc_number = qbo_estimate.doc_number
estimate.customer_id = qbo_estimate.customer_ref.value
estimate.id = qbo_estimate.id
estimate.txn_date = qbo_estimate.txn_date
estimate.save!
end
# download the pdf from quickbooks
def pdf
base = Estimate.get_base
estimate = base.fetch_by_id(id)
return base.pdf(estimate)
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
estimate = service.fetch_by_id(id)
service.pdf(estimate)
end
end
# Magic Method
@@ -91,7 +116,11 @@ class Estimate < ActiveRecord::Base
def pull
begin
raise Exception unless self.id
@details = Qbo.get_base(:estimate).fetch_by_id(self.id)
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
service(:estimate).fetch_by_id(self.id)
end
rescue Exception => e
@details = Quickbooks::Model::Estimate.new
end

60
app/models/invoice.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,20 +9,15 @@
#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 Invoice < ActiveRecord::Base
unloadable
has_and_belongs_to_many :issues
belongs_to :customer
validates_presence_of :doc_number, :id, :customer_id, :txn_date
self.primary_key = :id
# Get the quickbooks-ruby base for invoice
def self.get_base
Qbo.get_base(:invoice)
end
# sync ALL the invoices
def self.sync
logger.debug "Syncing all invoices"
logger.info "Syncing all invoices"
last = Qbo.first.last_sync
query = "SELECT Id, DocNumber FROM Invoice"
@@ -30,11 +25,13 @@ class Invoice < ActiveRecord::Base
# TODO actually do something with the above query
# .all() is never called since count is never initialized
if count == 0
invoices = get_base.all
else
invoices = get_base.query()
qbo = Qbo.first
invoices = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all
end
return unless invoices
invoices.each { | invoice |
process_invoice invoice
@@ -43,9 +40,13 @@ class Invoice < ActiveRecord::Base
#sync by invoice ID
def self.sync_by_id(id)
logger.debug "Syncing invoice #{id}"
invoice = get_base.fetch_by_id(id)
process_invoice invoice
logger.info "Syncing invoice #{id}"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
invoice = service.fetch_by_id(id)
process_invoice invoice
end
end
private
@@ -57,7 +58,7 @@ class Invoice < ActiveRecord::Base
# skip this issue if the issue customer is not the same as the invoice customer
return if issue.customer_id != invoice.customer_ref.value.to_i
logger.debug "Attaching invoice #{invoice.id} to issue #{issue.id}"
logger.info "Attaching invoice #{invoice.id} to issue #{issue.id}"
invoice = Invoice.find_or_create_by(id: invoice.id)
@@ -104,8 +105,7 @@ class Invoice < ActiveRecord::Base
# this condions causes an infinite loop as the webhook is called when an invoice is updated
# TODO maybe add a cf_sync_confict flag to invoices
def self.compare_custom_fields(issue, invoice)
logger.debug "Comparing custom fields"
logger.info "Comparing custom fields"
# TODO break if Invoice.find(invoice.id).cf_sync_confict
is_changed = false
@@ -139,8 +139,12 @@ class Invoice < ActiveRecord::Base
# Push updates
begin
logger.debug "Trying to update invoice"
get_base.update(invoice) if is_changed
logger.info "Trying to update invoice"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
service.update(invoice) if is_changed
end
rescue
# Do nothing, probaly custome field sync confict on the invoice.
# This is a problem with how it's billed
@@ -150,6 +154,16 @@ class Invoice < ActiveRecord::Base
end
end
# download the pdf from quickbooks
def pdf
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
invoice = service.fetch_by_id(id)
return service.pdf(invoice)
end
end
# Magic Method
# Maps Get/Set methods to QBO invoice object
def method_missing(sym, *arguments)
@@ -172,7 +186,11 @@ class Invoice < ActiveRecord::Base
def pull
begin
raise Exception unless self.id
@details = Qbo.get_base(:invoice).fetch_by_id(self.id)
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(self.id)
end
rescue Exception => e
@details = Quickbooks::Model::Invoice.new
end

82
app/models/qbo.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,86 +9,16 @@
#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 Qbo < ActiveRecord::Base
unloadable
validates_presence_of :token, :company_id, :expire
serialize :token
OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
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
# @params type of base
#
def self.get_base(type)
# lets getnourbold access token from the database
oauth2_client = get_client
qbo = self.first
access_token = OAuth2::AccessToken.from_hash(oauth2_client, qbo.token)
# check to see if we need to refresh the acesstoken
if qbo.expire.to_time.utc.past?
puts "Updating access token"
new_access_token_object = access_token.refresh!
qbo.token = new_access_token_object.to_hash
qbo.expire = 1.hour.from_now.utc
qbo.save!
access_token = new_access_token_object
else
puts "Using current token"
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
include QuickbooksOauth
include Redmine::I18n
# Updates last sync time stamp
def self.update_time_stamp
date = DateTime.now
logger.info "Updating QBO timestamp to #{date}"
qbo = Qbo.first
qbo.last_sync = DateTime.now
qbo.last_sync = date
qbo.save
end

11
app/views/customers/_actions.html.erb Normal file
View File

@@ -0,0 +1,11 @@
<%= link_to t(:label_appointment), "https://calendar.google.com/calendar/render?action=TEMPLATE&text=#{@customer.name}+-&details=#{ link_to "Customer Details", "https://#{Setting.host_name}#{customer_path @customer.id}"}%0A#{@customer.primary_phone}&dates=#{Time.now.strftime("%Y%m%d")}T090000/#{Time.now.strftime("%Y%m%d")}T170000", target: :_blank %>
<br/>
<br/>
<%= link_to t(:label_create_estimate), "https://qbo.intuit.com/app/estimate?nameId=#{@customer.id}", target: :_blank %>
<br/>
<br/>
<%= button_to t(:label_edit_customer), edit_customer_path(@customer), method: :get%>

24
app/views/customers/_details.html.erb
View File

@@ -1,5 +1,11 @@
<table>
<tbody>
<tr>
<th><%=t(:label_name)%></th>
<td><%= customer.name %></td>
</tr>
<tr>
<th><%=t(:label_email)%></th>
<td><%= customer.email %></td>
@@ -32,12 +38,20 @@
<tr>
<th><%=t(:field_notes)%></th>
<td><%= customer.notes %></td>
<td>
<pre id="note-display" style="text-align: left; white-space: pre-wrap; font-family: inherit;">
<%= customer.notes %>
</pre>
</td>
</tr>
<script>
const preElement = document.getElementById('note-display');
// This takes the text, trims the edges, and puts it back
preElement.textContent = preElement.textContent.trim();
</script>
</tbody>
</table>
<div style="float: right;">
<%= button_to t(:label_edit_customer), edit_customer_path(customer), method: :get%>
</div>
</table>
<br/>
<br/>

3
app/views/customers/_form.html.erb
View File

@@ -36,8 +36,7 @@
<%=t(:field_notes)%>:
<div class="input">
<p>
<%= link_to_function content_tag(:span, l(:button_edit), :class => 'icon icon-edit'), '$(this).hide(); $("#issue_description_and_toolbar").show()' unless @customer.new_record? %>
<%= content_tag 'span', :id => "issue_description_and_toolbar", :style => (@customer.new_record? ? nil : 'display:none') do %>
<%= content_tag 'span', :id => "issue_description_and_toolbar" do %>
<%= f.text_area :notes,
:cols => 60,
:rows => 10,

1
app/views/customers/_search.html.erb
View File

@@ -3,4 +3,3 @@
<%= submit_tag t(:label_search) %>
<% end %>
<%= button_to t(:label_new_customer), new_customer_path, method: :get%>
<%= button_to(t(:label_sync), qbo_sync_path, method: :get) if User.current.admin?%>

19
app/views/customers/show.html.erb
View File

@@ -1,4 +1,4 @@
<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= @customer.name %> </h2>
<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= link_to @customer.to_s, "https://app.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
<div class="issue">
<div class="splitcontent">
@@ -7,7 +7,22 @@
<h4><%=t(:label_details)%>:</h4>
<%= render :partial => 'customers/details', locals: {customer: @customer} %>
<!-- Customer Info -->
<div class="splitcontent">
<div class="splitcontentleft">
<h4><%=t(:label_customer)%>:</h4>
<%= render :partial => 'customers/details', locals: {customer: @customer} %>
</div>
<div class="splitcontentleft">
<h4><%=t(:label_actions)%>:</h4>
<%= render :partial => 'customers/actions', locals: {customer: @customer} %>
</div>
</div>
<!-- QBO Info -->
<div class="splitcontent">
<div class="splitcontentleft">

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

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

19
app/views/invoices/_list.html.erb
View File

@@ -1,9 +1,22 @@
<% if @customer.present? %>
<% @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 %>
<%= form_with(url: invoice_path, method: :get) do |form| %>
<div class="form-check">
<%= check_box_tag "select-all-invoices", "1", false, id: "select-all-invoices" %>
<%= label_tag "select-all-invoices", t(:label_select_all) %>
</div>
<hr>
<% @customer.invoices.order(id: :desc).each do |invoice| %>
<div class="row">
<%= check_box_tag "invoice_ids[]", invoice.id, false, class: "invoice-checkbox" %>
<b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
</div>
<% end %>
<%= form.submit t(:button_bulk_pdf) %>
<% end %>
<% else %>

2
app/views/issues/_form_hook.html.erb
View File

@@ -2,7 +2,7 @@
<label for="issue_customer"><%= t(:customer) %></label>
<%= search_customer %>
<%= customer_id %>
<%= link_to_function(t(:label_load_customer), "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)") %>
<%= link_to t(:label_load_customer), '#', onclick: "#{js_link}; return false;" %>
</p>
<p>

1
app/views/public/401.html.erb
View File

@@ -1 +0,0 @@
<%= flash.now[:error] = t(:label_401) %>

20
app/views/qbo/_settings.html.erb
View File

@@ -1,7 +1,7 @@
<!--
The MIT License (MIT)
Copyright (c) 2022 rick barrette
Copyright (c) 2016 - 2026 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:
@@ -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: '<%= qbo_authenticate_path %>'});
</script>
<table >
@@ -57,9 +57,21 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
</td>
</tr>
<tr>
<th><%=t(:label_sandbox)%></th>
<td>
<%= check_box_tag 'settings[sandbox]', @settings['sandbox'], @settings['sandbox'] %>
</td>
</tr>
<tr>
<th><%=t(:label_oauth_expires)%></th>
<td><%= if Qbo.exists? then Qbo.first.expire end %>
<th><%=t(:label_oauth_expires)%></th>
<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>
</tbody>

2
app/views/qbo/authenticate.html.erb
View File

@@ -1,7 +1,7 @@
<!--
The MIT License (MIT)
Copyright (c) 2016 rick barrette
Copyright (c) 2016 - 2026 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:

2
app/views/qbo/oauth_callback.html.erb
View File

@@ -1,7 +1,7 @@
<!--
The MIT License (MIT)
Copyright (c) 2016 rick barrette
Copyright (c) 2016 - 2026 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:

13
app/views/qbo/webhook.erb Normal file
View File

@@ -0,0 +1,13 @@
<!--
The MIT License (MIT)
Copyright (c) 2016 - 2026 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.
-->
<h2>QboController#webhook</h2>