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@@ -20,6 +20,8 @@ The goal of this project is to allow redmine to connect with Quickbooks Online t
|
||||
|
||||
* Sign up to become a developer for Intuit https://developer.intuit.com/
|
||||
* Create your own aplication to obtain your API keys
|
||||
* Set up webhook service to https://redmine.yourdomain.com/qbo/webhook
|
||||
- See https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/webhooks
|
||||
|
||||
##The Install
|
||||
|
||||
@@ -47,9 +49,7 @@ The goal of this project is to allow redmine to connect with Quickbooks Online t
|
||||
|
||||

|
||||
|
||||
Note: Customers, Employees, and Service Items with automaticly update during normal usage of redmine i.e. a page refresh. You can also manualy force redmine to sync its database with QBO clicking the sync link in the Quickbooks top menu page
|
||||
|
||||

|
||||
Note: After the inital synchronization, this plugin will recieve push notifications via Intuit's webhook service.
|
||||
|
||||
## TODO
|
||||
* Abiltiy to add line items to a ticket in a dynamic table so they can be added to the invoice upon closing of the issue
|
||||
|
||||
Binary file not shown.
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Before Width: | Height: | Size: 116 KiB After Width: | Height: | Size: 53 KiB |
Binary file not shown.
|
Before Width: | Height: | Size: 169 KiB After Width: | Height: | Size: 72 KiB |
@@ -16,9 +16,16 @@ class CustomersController < ApplicationController
|
||||
|
||||
before_filter :require_user
|
||||
|
||||
default_search_scope :names
|
||||
|
||||
# display a list of all customers
|
||||
def index
|
||||
@customers = Customer.paginate(:page => params[:page])
|
||||
if params[:search]
|
||||
@customers = Customer.search(params[:search]).paginate(:page => params[:page])
|
||||
if only_one_non_zero?(@customers)
|
||||
redirect_to @customers.first
|
||||
end
|
||||
end
|
||||
end
|
||||
|
||||
def new
|
||||
@@ -81,5 +88,18 @@ class CustomersController < ApplicationController
|
||||
render_404
|
||||
end
|
||||
end
|
||||
|
||||
private
|
||||
|
||||
def only_one_non_zero?( array )
|
||||
found_non_zero = false
|
||||
array.each do |val|
|
||||
if val!=0
|
||||
return false if found_non_zero
|
||||
found_non_zero = true
|
||||
end
|
||||
end
|
||||
found_non_zero
|
||||
end
|
||||
|
||||
end
|
||||
|
||||
51
app/controllers/payments_controller.rb
Normal file
51
app/controllers/payments_controller.rb
Normal file
@@ -0,0 +1,51 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 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 PaymentsController < ApplicationController
|
||||
unloadable
|
||||
|
||||
include AuthHelper
|
||||
|
||||
before_filter :require_user
|
||||
|
||||
def new
|
||||
@payment = Payment.new
|
||||
|
||||
@customers = Customer.all
|
||||
|
||||
@accounts = Qbo.get_base(:account).service.query("SELECT Id, Name FROM Account WHERE AccountType = 'Bank' ")
|
||||
|
||||
@payment_methods = Qbo.get_base(:payment_method).service.all
|
||||
end
|
||||
|
||||
def create
|
||||
@payment = Payment.new(params[:payment])
|
||||
if @payment.save
|
||||
flash[:notice] = "Payment Saved"
|
||||
redirect_to Customer.find_by_id(@payment.customer_id)
|
||||
else
|
||||
flash[:error] = @payment.errors.full_messages.to_sentence
|
||||
redirect_to new_customer_path
|
||||
end
|
||||
end
|
||||
|
||||
private
|
||||
|
||||
def only_one_non_zero?( array )
|
||||
found_non_zero = false
|
||||
array.each do |val|
|
||||
if val!=0
|
||||
return false if found_non_zero
|
||||
found_non_zero = true
|
||||
end
|
||||
end
|
||||
found_non_zero
|
||||
end
|
||||
|
||||
end
|
||||
@@ -11,6 +11,8 @@
|
||||
class QboController < ApplicationController
|
||||
unloadable
|
||||
|
||||
require 'openssl'
|
||||
|
||||
include AuthHelper
|
||||
|
||||
before_filter :require_user, :except => :qbo_webhook
|
||||
@@ -34,7 +36,6 @@ class QboController < ApplicationController
|
||||
def authenticate
|
||||
callback = qbo_oauth_callback_url
|
||||
token = Qbo.get_oauth_consumer.get_request_token(:oauth_callback => callback)
|
||||
#session[:qb_request_token] = token
|
||||
session[:qb_request_token] = Marshal.dump(token)
|
||||
redirect_to("https://appcenter.intuit.com/Connect/Begin?oauth_token=#{token.token}") and return
|
||||
end
|
||||
@@ -43,8 +44,6 @@ class QboController < ApplicationController
|
||||
# Called by QBO after authentication has been processed
|
||||
#
|
||||
def oauth_callback
|
||||
#at = session[:qb_request_token].get_access_token(:oauth_verifier => params[:oauth_verifier])
|
||||
# If Rails >= 4.1 you need to do this =>
|
||||
at = Marshal.load(session[:qb_request_token]).get_access_token(:oauth_verifier => params[:oauth_verifier])
|
||||
|
||||
#There can only be one...
|
||||
@@ -62,42 +61,57 @@ class QboController < ApplicationController
|
||||
else
|
||||
redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
|
||||
end
|
||||
|
||||
end
|
||||
|
||||
# Quickbooks Webhook Callback
|
||||
def qbo_webhook
|
||||
|
||||
if request.headers['Content-Type'] == 'application/json'
|
||||
data = JSON.parse(request.body.read)
|
||||
# check the payload
|
||||
signature = request.headers['intuit-signature']
|
||||
key = Setting.plugin_redmine_qbo['settingsWebhookToken']
|
||||
data = request.body.read
|
||||
hash = Base64.encode64(OpenSSL::HMAC.digest(OpenSSL::Digest::Digest.new('sha256'), key, data)).strip()
|
||||
|
||||
# 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']
|
||||
|
||||
# TODO rename all other models!
|
||||
name.prepend("Qbo") if not name.eql? "Customer"
|
||||
|
||||
# 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
|
||||
obj.sync_by_id(id)
|
||||
end
|
||||
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
|
||||
else
|
||||
# application/x-www-form-urlencoded
|
||||
data = params.as_json
|
||||
render nothing: true, status: 400
|
||||
end
|
||||
|
||||
entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
|
||||
|
||||
entities.each do |entity|
|
||||
if entity['name'].eql? "Customer"
|
||||
Customer.sync_by_id(entity['id'].to_i)
|
||||
end
|
||||
|
||||
if entity['name'].eql? "Invoice"
|
||||
QboInvoice.sync_by_id(entity['id'].to_i)
|
||||
end
|
||||
|
||||
if entity['name'].eql? "Estimate"
|
||||
QboEstimate.sync_by_id(entity['id'].to_i)
|
||||
end
|
||||
|
||||
if entity['name'].eql? "Employee"
|
||||
QboEmployee.sync_by_id(entity['id'].to_i)
|
||||
end
|
||||
end
|
||||
|
||||
# The webhook doesn't require a response but let's make sure
|
||||
# we don't send anything
|
||||
render :nothing => true
|
||||
end
|
||||
|
||||
#
|
||||
@@ -110,7 +124,6 @@ class QboController < ApplicationController
|
||||
QboEmployee.sync
|
||||
QboEstimate.sync
|
||||
QboInvoice.sync
|
||||
#QboPurchase.sync
|
||||
|
||||
# Record the last sync time
|
||||
Qbo.update_time_stamp
|
||||
|
||||
@@ -18,13 +18,27 @@ class VehiclesController < ApplicationController
|
||||
|
||||
# display a list of all vehicles
|
||||
def index
|
||||
@vehicles = Vehicle.paginate(:page => params[:page])
|
||||
if params[:customer_id]
|
||||
begin
|
||||
@vehicles = Customer.find_by_id(params[:customer_id]).vehicles.paginate(:page => params[:page])
|
||||
rescue ActiveRecord::RecordNotFound
|
||||
render_404
|
||||
end
|
||||
end
|
||||
|
||||
if params[:search]
|
||||
@vehicles = Vehicle.search(params[:search]).paginate(:page => params[:page])
|
||||
if only_one_non_zero?(@vehicles)
|
||||
redirect_to @vehicles.first
|
||||
end
|
||||
end
|
||||
end
|
||||
|
||||
# return an HTML form for creating a new vehicle
|
||||
def new
|
||||
@vehicle = Vehicle.new
|
||||
@customers = Customer.all.order(:name)
|
||||
@customer = params[:customer_id] if params[:customer_id]
|
||||
end
|
||||
|
||||
# create a new vehicle
|
||||
@@ -86,5 +100,27 @@ class VehiclesController < ApplicationController
|
||||
render_404
|
||||
end
|
||||
end
|
||||
|
||||
# returns a dynamic list of vehicles owned by a customer
|
||||
def update_vehicles
|
||||
@vehicles = Customer.find_by_id(params[:customer_id].to_i).vehicles
|
||||
respond_to do |format|
|
||||
format.html { render(:text => "not implemented") }
|
||||
format.js
|
||||
end
|
||||
end
|
||||
|
||||
private
|
||||
|
||||
def only_one_non_zero?( array )
|
||||
found_non_zero = false
|
||||
array.each do |val|
|
||||
if val!=0
|
||||
return false if found_non_zero
|
||||
found_non_zero = true
|
||||
end
|
||||
end
|
||||
found_non_zero
|
||||
end
|
||||
|
||||
end
|
||||
|
||||
@@ -140,6 +140,22 @@ class Customer < ActiveRecord::Base
|
||||
end
|
||||
end
|
||||
|
||||
# Searchs the database for a customer by name
|
||||
def self.search(search)
|
||||
customers = where("name LIKE ?", "%#{search}%")
|
||||
|
||||
#if customers.empty?
|
||||
# service = Qbo.get_base(:customer).service
|
||||
# results = service.query("Select Id From Customer Where PrimaryPhone LIKE '%#{search}%' AND Mobile LIKE '%#{search}%'")
|
||||
|
||||
# results.each do |customer|
|
||||
# customers << Customer.find_by_id(customer.id)
|
||||
# end
|
||||
#end
|
||||
|
||||
return customers.order(:name)
|
||||
end
|
||||
|
||||
# proforms a bruteforce sync operation
|
||||
# This needs to be simplified
|
||||
def self.sync_by_id(id)
|
||||
|
||||
37
app/models/payment.rb
Normal file
37
app/models/payment.rb
Normal file
@@ -0,0 +1,37 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 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 Payment
|
||||
unloadable
|
||||
|
||||
include ActiveModel::Model
|
||||
|
||||
attr_accessor :errors, :customer_id, :account_id, :payment_method_id, :total_amount
|
||||
validates_presence_of :customer_id, :account_id, :payment_method_id, :total_amount
|
||||
validates :total_amount, numericality: true
|
||||
|
||||
def save
|
||||
payment = Quickbooks::Model::Payment.new
|
||||
payment.customer_id = @customer_id.to_i
|
||||
payment.deposit_to_account_id = @account_id.to_i
|
||||
payment.payment_method_id = @payment_method_id.to_i
|
||||
payment.total = @total_amount
|
||||
Qbo.get_base(:payment).service.update(payment)
|
||||
end
|
||||
|
||||
def save!
|
||||
save
|
||||
end
|
||||
|
||||
# Dummy stub to make validtions happy.
|
||||
def update_attribute
|
||||
end
|
||||
|
||||
end
|
||||
@@ -51,4 +51,8 @@ class Qbo < ActiveRecord::Base
|
||||
qbo.last_sync = DateTime.now
|
||||
qbo.save
|
||||
end
|
||||
|
||||
def self.last_sync
|
||||
format_time(Qbo.first.last_sync)
|
||||
end
|
||||
end
|
||||
|
||||
@@ -34,8 +34,7 @@ class QboEmployee < ActiveRecord::Base
|
||||
|
||||
def self.sync_by_id(id)
|
||||
employee = get_base.service.fetch_by_id(id)
|
||||
|
||||
qbo_employee = find_or_create_by(id: employee.id)
|
||||
qbo_employee = find_or_create_by(id: employee.id)
|
||||
qbo_employee.name = employee.display_name
|
||||
qbo_employee.id = employee.id
|
||||
qbo_employee.save!
|
||||
|
||||
@@ -46,11 +46,23 @@ class QboInvoice < ActiveRecord::Base
|
||||
end
|
||||
|
||||
def self.sync_by_id(id)
|
||||
#update the information in the database
|
||||
invoice = get_base.service.fetch_by_id(id)
|
||||
qbo_invoice = find_or_create_by(id: invoice.id)
|
||||
qbo_invoice.doc_number = invoice.doc_number
|
||||
qbo_invoice.id = invoice.id
|
||||
qbo_invoice.save!
|
||||
|
||||
# Scan the line items for hashtags and attach to the applicable issues
|
||||
invoice.line_items.each { |line|
|
||||
if line.description
|
||||
line.description.scan(/#(\w+)/).flatten.each { |issue|
|
||||
i = Issue.find_by_id(issue.to_i)
|
||||
i.qbo_invoice = QboInvoice.find_by_id(invoice.id.to_i)
|
||||
i.save!
|
||||
}
|
||||
end
|
||||
}
|
||||
end
|
||||
|
||||
def self.update(id)
|
||||
|
||||
@@ -21,7 +21,7 @@ class Vehicle < ActiveRecord::Base
|
||||
|
||||
validates_presence_of :customer
|
||||
validates :vin, uniqueness: true
|
||||
validates :year, numericality: { only_integer: true }
|
||||
#validates :year, numericality: { only_integer: true }
|
||||
|
||||
before_save :decode_vin
|
||||
after_initialize :get_details
|
||||
@@ -72,7 +72,12 @@ class Vehicle < ActiveRecord::Base
|
||||
# Force Upper Case for VIN numbers
|
||||
def vin=(val)
|
||||
# The to_s is in case you get nil/non-string
|
||||
write_attribute(:vin, val.to_s.upcase)
|
||||
write_attribute(:vin, val.to_s.scan(/^[A-Za-z0-9]+$/).join.upcase)
|
||||
end
|
||||
|
||||
# search for a vin
|
||||
def self.search(search)
|
||||
where("vin LIKE ?", "%#{search}%")
|
||||
end
|
||||
|
||||
private
|
||||
@@ -121,4 +126,5 @@ class Vehicle < ActiveRecord::Base
|
||||
v = self.vin[0,11]
|
||||
return v.slice(0,8) + v.slice(9,11)
|
||||
end
|
||||
|
||||
end
|
||||
|
||||
@@ -12,12 +12,37 @@
|
||||
|
||||
<tr>
|
||||
<th>Primary Phone</th>
|
||||
<td><%= customer.primary_phone %></td>
|
||||
<td><%= number_to_phone(customer.primary_phone.gsub(/[^\d]/, '').to_i, area_code: true) if customer.primary_phone %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Mobile Phone</th>
|
||||
<td><%= customer.mobile_phone %></td>
|
||||
<td><%= number_to_phone(customer.mobile_phone.gsub(/[^\d]/, '').to_i, area_code: true) if customer.mobile_phone %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Bill Address</th>
|
||||
<td><%= customer.billing_address %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Shipping Address</th>
|
||||
<td><%= customer.shipping_address %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Issues</th>
|
||||
<td><%= customer.issues.count %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Account Balance</th>
|
||||
<td>$<%= customer.balance %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Balance With Jobs</th>
|
||||
<td>$<%= customer.balance_with_jobs %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
@@ -26,12 +51,6 @@
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Issues</th>
|
||||
<td><%= customer.issues.count %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<td/>
|
||||
<td>
|
||||
<%= button_to "Edit Customer", edit_customer_path(customer), method: :get%>
|
||||
</td>
|
||||
|
||||
@@ -1,19 +1,28 @@
|
||||
<h1>Customers</h1>
|
||||
<br/>
|
||||
<% @customers.each do |c| %>
|
||||
<div class="row">
|
||||
<div class="span6 columns">
|
||||
<fieldset>
|
||||
<%= c.name %>
|
||||
<%= button_to "Show", customer_path(c.id), method: :get %>
|
||||
</fieldset>
|
||||
</div>
|
||||
</div>
|
||||
<%= form_tag(customers_path, :method => "get", id: "search-form") do %>
|
||||
<%= text_field_tag :search, params[:search], placeholder: "Search Customers" %>
|
||||
<%= submit_tag "Search" %>
|
||||
<% end %>
|
||||
|
||||
<br/>
|
||||
<% if @customers.present? %>
|
||||
<br/>
|
||||
<% @customers.each do |c| %>
|
||||
<div class="row">
|
||||
<div class="span6 columns">
|
||||
<%= link_to c, customer_path(c.id) %>
|
||||
</div>
|
||||
</div>
|
||||
<% end %>
|
||||
|
||||
<div class="actions">
|
||||
<%= will_paginate @customers %>
|
||||
<%= button_to "New", new_customer_path, method: :get %>
|
||||
</div>
|
||||
|
||||
<% else %>
|
||||
<p>There are no customers containing the term(s) <%= params[:search] %>.</p>
|
||||
<% end %>
|
||||
|
||||
<div>
|
||||
<%= Customer.count %> Customers - <b>Last Sync: </b> <%= Qbo.last_sync %>
|
||||
</div>
|
||||
|
||||
@@ -1,7 +1,12 @@
|
||||
<h1>Customer Detail</h1>
|
||||
<h1>Customer #<%= @customer.id %></h1>
|
||||
<br/>
|
||||
<h2>Details:</h2>
|
||||
<%= render :partial => 'customers/details', locals: {customer: @customer} %>
|
||||
<br/>
|
||||
<h2>Vehicles:</h2>
|
||||
<%= render :partial => 'vehicles/list' %>
|
||||
<%= button_to "New Vehicle", new_customer_vehicle_path(@customer), method: :get %>
|
||||
<br/>
|
||||
<br/>
|
||||
<h2>Issues:</h2>
|
||||
<%= render :partial => 'issues/list_simple', locals: {issues: @issues} %>
|
||||
|
||||
42
app/views/payments/_form.html.erb
Normal file
42
app/views/payments/_form.html.erb
Normal file
@@ -0,0 +1,42 @@
|
||||
<div class="row">
|
||||
<div class="span6 columns">
|
||||
<fieldset>
|
||||
|
||||
<%= form_for @payment do |f| %>
|
||||
|
||||
<div class="clearfix">
|
||||
Customer:
|
||||
<div class="input">
|
||||
<%= f.collection_select :customer_id, @customers, :id, :name, include_blank: true, :selected => @customer, :required => true%>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="clearfix">
|
||||
Deposit to Account:
|
||||
<div class="input">
|
||||
<%= f.collection_select :account_id, @accounts, :id, :name, include_blank: true, :selected => @account, :required => true%>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="clearfix">
|
||||
Payment Method:
|
||||
<div class="input">
|
||||
<%= f.collection_select :payment_method_id, @payment_methods, :id, :name, include_blank: true, :selected => @payment_method, :required => true%>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="clearfix">
|
||||
Amount:
|
||||
<div class="input">
|
||||
<%= f.number_field :total_amount %>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="actions">
|
||||
<%= f.submit %>
|
||||
</div>
|
||||
<% end %>
|
||||
|
||||
</fieldset>
|
||||
</div>
|
||||
</div>
|
||||
3
app/views/payments/new.html.erb
Normal file
3
app/views/payments/new.html.erb
Normal file
@@ -0,0 +1,3 @@
|
||||
<h1>New Payment</h1>
|
||||
<br/>
|
||||
<%= render :partial => 'payments/form' %>
|
||||
@@ -46,6 +46,15 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_au
|
||||
name="settings[settingsOAuthConsumerSecret]" >
|
||||
</td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Intuit QBO Webhook Token</th>
|
||||
<td>
|
||||
<input type="text" style="width:350px" id="settingsWebhookToken"
|
||||
value="<%= settings['settingsWebhookToken'] %>"
|
||||
name="settings[settingsWebhookToken]" >
|
||||
</td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Token Expires At</th>
|
||||
@@ -63,6 +72,36 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_au
|
||||
<br/>
|
||||
Note: You need to authenticate after saving your key and secret above
|
||||
<br/>
|
||||
<br/>
|
||||
|
||||
<!-- this will display a button that the user clicks to start the flow -->
|
||||
<ipp:connectToIntuit></ipp:connectToIntuit>
|
||||
|
||||
<br/>
|
||||
<br/>
|
||||
|
||||
<div>
|
||||
<b>Customer Count:</b> <%= Customer.count%>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<b>Item Count:</b> <%= QboItem.count %>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<b>Employee Count:</b> <%= QboEmployee.count %>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<b>Invoice Count:</b> <%= QboInvoice.count %>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<b>Estimate Count:</b> <%= QboEstimate.count %>
|
||||
</div>
|
||||
|
||||
<br/>
|
||||
|
||||
<div>
|
||||
<b>Last Sync: </b> <%= Qbo.last_sync %> <%= link_to " Sync Now", qbo_sync_path %>
|
||||
</div>
|
||||
|
||||
@@ -12,44 +12,31 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
|
||||
|
||||
<body>
|
||||
<h1> Redmine Quickbooks</h1>
|
||||
<%= form_for @qbo do |f|%>
|
||||
<div>
|
||||
<%= f.label "Customer Count:"+@customer_count.to_s%>
|
||||
<br/>
|
||||
<%= f.select :customer_id, Customer.all.pluck(:name, :id).sort, :selected => @selected_customer, include_blank: true %>
|
||||
</div>
|
||||
|
||||
<br/>
|
||||
|
||||
<div>
|
||||
<%= f.label "Item Count: "+@qbo_item_count.to_s %>
|
||||
<br/>
|
||||
<%= f.select :qbo_item_id, QboItem.all.pluck(:name, :id).sort.reverse, :selected => @selected_item, include_blank: true %>
|
||||
</div>
|
||||
|
||||
<br/>
|
||||
|
||||
<div>
|
||||
<%= f.label "Employee Count: "+@qbo_employee_count.to_s %>
|
||||
<br/>
|
||||
<%= f.select :qbo_employee_id, QboEmployee.all.pluck(:name, :id).sort, :selected => @selected_employee, include_blank: true %>
|
||||
</div>
|
||||
|
||||
|
||||
<p>
|
||||
<%= f.label "Invoice Count: "+@qbo_invoice_count.to_s %>
|
||||
<br/>
|
||||
<%=f.select :qbo_invoice_id, QboInvoice.all.pluck(:doc_number, :id).sort! {|x, y| y <=> x}, :selected => @selected_invoice, include_blank: true%>
|
||||
</p>
|
||||
<p>
|
||||
<%= f.label "Estimate Count: "+@qbo_estimate_count.to_s %>
|
||||
<br/>
|
||||
<%=f.select :qbo_estimate_id, QboEstimate.all.pluck(:doc_number, :id).sort! {|x, y| y <=> x}, :selected => @selected_estimate, include_blank: true%>
|
||||
</p>
|
||||
|
||||
<div>
|
||||
<b>Customer Count:</b> <%= @customer_count.to_s%>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<b>Item Count:</b> <%= @qbo_item_count.to_s %>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<b>Employee Count:</b> <%= @qbo_employee_count.to_s %>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<b>Invoice Count:</b> <%= @qbo_invoice_count.to_s %>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<b>Estimate Count:</b> <%= @qbo_estimate_count.to_s %>
|
||||
</div>
|
||||
|
||||
<% end %>
|
||||
<br/>
|
||||
<br/>
|
||||
<%= link_to "Sync", qbo_sync_path %>
|
||||
|
||||
<div>
|
||||
<b>Last Sync: </b> <%= Qbo.last_sync %>
|
||||
</div>
|
||||
|
||||
</body>
|
||||
|
||||
@@ -3,7 +3,7 @@
|
||||
|
||||
<tr>
|
||||
<th>Customer</th>
|
||||
<td><%= vehicle.customer.name %></td>
|
||||
<td><%= link_to vehicle.customer.name, customer_path(vehicle.customer) %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
|
||||
@@ -41,18 +41,14 @@
|
||||
<div class="clearfix">
|
||||
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 @vehicle.new_record? %>
|
||||
<p>
|
||||
<%= content_tag 'span', :id => "issue_description_and_toolbar", :style => (@vehicle.new_record? ? nil : 'display:none') do %>
|
||||
<%= f.text_area :notes,
|
||||
<%= f.text_area :notes,
|
||||
:cols => 60,
|
||||
:rows => 10,
|
||||
:accesskey => accesskey(:edit),
|
||||
:class => 'wiki-edit',
|
||||
:no_label => true %>
|
||||
<% end %>
|
||||
</p>
|
||||
<%= wikitoolbar_for 'issue_description' %>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
|
||||
@@ -1,20 +1,26 @@
|
||||
<% @vehicles.each do |vehicle| %>
|
||||
<div class="row">
|
||||
<div class="span6 columns">
|
||||
<fieldset>
|
||||
<% if @vehicles.present? %>
|
||||
|
||||
<% @vehicles.each do |vehicle| %>
|
||||
<div class="row">
|
||||
<div>
|
||||
<b><%= link_to "##{vehicle.id}", vehicle_path(vehicle) %> </b>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<%= vehicle.to_s %>
|
||||
<br/>
|
||||
<div style="float: right;" >
|
||||
<%= button_to "More", vehicle_path(vehicle), method: :get %>
|
||||
</div>
|
||||
</fieldset>
|
||||
<%= vehicle.customer %>
|
||||
<br/>
|
||||
<%= vehicle.vin %>
|
||||
</div>
|
||||
</div>
|
||||
<br/>
|
||||
<% end %>
|
||||
|
||||
<div class="actions">
|
||||
<%= will_paginate @vehicles %>
|
||||
</div>
|
||||
|
||||
<% else %>
|
||||
<p>There are no vehicles containing the term(s) <%= params[:search] %>.</p>
|
||||
<% end %>
|
||||
|
||||
<br/>
|
||||
|
||||
<div class="actions">
|
||||
<%= will_paginate @vehicles %>
|
||||
<%= button_to "New Vehicle", new_vehicle_path, method: :get %>
|
||||
</div>
|
||||
|
||||
1
app/views/vehicles/_vehicle.html.erb
Normal file
1
app/views/vehicles/_vehicle.html.erb
Normal file
@@ -0,0 +1 @@
|
||||
<option value="<%= vehicle.id %>"><%= vehicle.to_s.titleize %></option>
|
||||
@@ -1,3 +1,9 @@
|
||||
<h1>Customer Vehicles</h1>
|
||||
<br/>
|
||||
|
||||
<%= form_tag(vehicles_path, :method => "get", id: "search-form") do %>
|
||||
<%= text_field_tag :search, params[:search], placeholder: "Search Vehicles by VIN" %>
|
||||
<%= submit_tag "Search" %>
|
||||
<% end %>
|
||||
|
||||
<%= render :partial => 'vehicles/list' %>
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
<h1>Customer Vehicle</h1>
|
||||
<h1>Vehicle #<%=@vehicle.id%> </h1>
|
||||
<br/>
|
||||
|
||||
<div style="text-align: left; width:90%;">
|
||||
|
||||
1
app/views/vehicles/update_vehicles.js.erb
Normal file
1
app/views/vehicles/update_vehicles.js.erb
Normal file
@@ -0,0 +1 @@
|
||||
$("#issue_vehicles_id").empty().append("<%= escape_javascript(render(:partial => @vehicles)) %>")
|
||||
16
assets/javascripts/vehicles.js
Normal file
16
assets/javascripts/vehicles.js
Normal file
@@ -0,0 +1,16 @@
|
||||
# Place all the behaviors and hooks related to the matching controller here.
|
||||
# All this logic will automatically be available in application.js.
|
||||
# You can use CoffeeScript in this file: http://coffeescript.org/
|
||||
|
||||
$ ->
|
||||
$(document).on 'change', '#issue_customer_id', (evt) ->
|
||||
$.ajax 'update_vehicles',
|
||||
type: 'GET'
|
||||
dataType: 'script'
|
||||
data: {
|
||||
customer_id: $("#issue_customer_id option:selected").val()
|
||||
}
|
||||
error: (jqXHR, textStatus, errorThrown) ->
|
||||
console.log("AJAX Error: #{textStatus}")
|
||||
success: (data, textStatus, jqXHR) ->
|
||||
console.log("Dynamic vehicle select OK!")
|
||||
@@ -8,17 +8,35 @@
|
||||
#
|
||||
#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.
|
||||
|
||||
# Plugin's routes
|
||||
# See: http://guides.rubyonrails.org/routing.html
|
||||
#
|
||||
# Main Quickbooks landing page
|
||||
get 'qbo', :to=> 'qbo#index'
|
||||
|
||||
#authentication
|
||||
get 'qbo/authenticate', :to => 'qbo#authenticate'
|
||||
get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
|
||||
|
||||
#manual sync
|
||||
get 'qbo/sync', :to => 'qbo#sync'
|
||||
|
||||
# Estimate & Invoice PDF
|
||||
get 'qbo/estimate/:id', :to => 'estimate#show', as: :estimate
|
||||
get 'qbo/invoice/:id', :to => 'invoice#show', as: :invoice
|
||||
|
||||
#payments
|
||||
#get 'qbo/payments', :to => 'payments#new'
|
||||
#post 'qbo/payments', :to => 'payments#create'
|
||||
resources :payments
|
||||
|
||||
#webhook
|
||||
post 'qbo/webhook', :to => 'qbo#qbo_webhook'
|
||||
|
||||
#ajax
|
||||
get "update_vehicles" => 'vehicles#update_vehicles', as: 'update_vehicles'
|
||||
|
||||
# Nest Vehicles under customers
|
||||
resources :customers do
|
||||
resources :vehicles
|
||||
end
|
||||
|
||||
#allow for just vehicles too
|
||||
resources :vehicles
|
||||
resources :customers
|
||||
|
||||
15
init.rb
15
init.rb
@@ -25,7 +25,7 @@ Redmine::Plugin.register :redmine_qbo do
|
||||
name 'Redmine Quickbooks Online plugin'
|
||||
author 'Rick Barrette'
|
||||
description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
|
||||
version '0.0.7'
|
||||
version '0.3.0'
|
||||
url 'https://github.com/rickbarrette/redmine_qbo'
|
||||
author_url 'http://rickbarrette.org'
|
||||
settings :default => {'empty' => true}, :partial => 'qbo/settings'
|
||||
@@ -46,7 +46,16 @@ Redmine::Plugin.register :redmine_qbo do
|
||||
WillPaginate.per_page = 10
|
||||
|
||||
# Register QBO top menu item
|
||||
menu :top_menu, :qbo, { :controller => :qbo, :action => :index }, :caption => 'Quickbooks', :if => Proc.new { User.current.admin? }
|
||||
menu :top_menu, :vehicles, { :controller => :vehicles, :action => :index }, :caption => 'Vehicles', :if => Proc.new { User.current.logged? }
|
||||
#menu :top_menu, :qbo, { :controller => :qbo, :action => :index }, :caption => 'Quickbooks', :if => Proc.new { User.current.admin? }
|
||||
menu :top_menu, :customers, { :controller => :customers, :action => :index }, :caption => 'Customers', :if => Proc.new { User.current.logged? }
|
||||
menu :top_menu, :vehicles, { :controller => :vehicles, :action => :index }, :caption => 'Vehicles', :if => Proc.new { User.current.logged? }
|
||||
|
||||
menu :application_menu, :new_customer, { :controller => :customers, :action => :new }, :caption => 'New Customer', :if => Proc.new { User.current.logged? }
|
||||
menu :application_menu, :new_payment, { :controller => :payments, :action => :new }, :caption => 'New Payment', :if => Proc.new { User.current.logged? }
|
||||
|
||||
permission :customers, { :customers => [:index, :new] }, :public => false
|
||||
menu :project_menu, :customers, { :controller => 'customers', :action => 'new' }, :caption => 'New Customer', :after => :new_issue, :param => :project_id
|
||||
|
||||
permission :payments, { :payments => [:index, :new] }, :public => false
|
||||
menu :project_menu, :payments, { :controller => 'payments', :action => 'new' }, :caption => 'New Payment', :after => :customers, :param => :project_id
|
||||
end
|
||||
|
||||
@@ -10,6 +10,11 @@
|
||||
|
||||
class IssuesFormHookListener < Redmine::Hook::ViewListener
|
||||
|
||||
# Load the javascript
|
||||
def view_layouts_base_html_head(context = {})
|
||||
javascript_include_tag 'vehicles', :plugin => 'redmine_qbo'
|
||||
end
|
||||
|
||||
# Edit Issue Form
|
||||
# Show a dropdown for quickbooks contacts
|
||||
def view_issues_form_details_bottom(context={})
|
||||
|
||||
@@ -50,6 +50,8 @@ class IssuesShowHookListener < Redmine::Hook::ViewListener
|
||||
#do nothing
|
||||
end
|
||||
|
||||
split_vin = vin.scan(/.{1,9}/) if vin
|
||||
|
||||
return "
|
||||
<div class=\"attributes\">
|
||||
|
||||
@@ -82,7 +84,7 @@ class IssuesShowHookListener < Redmine::Hook::ViewListener
|
||||
|
||||
<div class=\"vehicle_vin attribute\">
|
||||
<div class=\"label\"><span>VIN</span>:</div>
|
||||
<div class=\"value\">#{vin.gsub(/(.{9})/, '\1 ') if vin}</div>
|
||||
<div class=\"value\">#{split_vin[0] if split_vin}<b>#{split_vin[1] if split_vin}</b></div>
|
||||
</div>
|
||||
|
||||
<div class=\"vehicle_notes attribute\">
|
||||
|
||||
Reference in New Issue
Block a user