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916 Commits
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| 71817f5ca8 |
12
Gemfile
12
Gemfile
@@ -3,7 +3,13 @@ source 'https://rubygems.org'
|
||||
gem 'quickbooks-ruby'
|
||||
gem 'quickbooks-ruby-base'
|
||||
gem 'oauth-plugin'
|
||||
gem 'oauth'
|
||||
gem 'oauth2'
|
||||
gem 'roxml'
|
||||
gem 'edmunds_vin'
|
||||
gem 'will_paginate', '~> 3.1.0'
|
||||
gem 'nhtsa_vin'
|
||||
gem 'will_paginate'
|
||||
gem 'rails-jquery-autocomplete'
|
||||
gem 'jquery-ui-rails'
|
||||
|
||||
group :assets do
|
||||
gem 'coffee-rails'
|
||||
end
|
||||
|
||||
2
LICENSE
2
LICENSE
@@ -1,6 +1,6 @@
|
||||
The MIT License (MIT)
|
||||
|
||||
Copyright (c) 2016 Rick Barrette
|
||||
Copyright (c) 2018 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
|
||||
|
||||
69
README.md
69
README.md
@@ -1,29 +1,44 @@
|
||||
#Redmine Quickbooks Online
|
||||
# Redmine Quickbooks Online
|
||||
|
||||
A simple plugin for Redmine to connect to Quickbooks Online
|
||||
A plugin for Redmine to connect to Quickbooks Online
|
||||
|
||||
The goal of this project is to allow redmine to connect with Quickbooks Online to create time activity entries for completed work when an issue is closed.
|
||||
The goal of this project is to allow Redmine to connect with Quickbooks Online to create `Time Activity Entries` for completed work when an Issue is closed.
|
||||
|
||||
`Note: This project is under heavy development. Currently the initial functionality goal has been meet, however I am still working on adding other features. Tags should be stable`
|
||||
#### Disclaimer
|
||||
|
||||
####How it works
|
||||
* Issues can be assigned to a QBO Customer and QBO Service Item via drop down in issues form
|
||||
- The `QBO Employee` for the issue is assigned via the assigned redmine user
|
||||
- IF an `Issue` has been assined a `QBO Customer`, `QBO Service Item` & `QBO Employee` when an `Issue` is closed the following will happen:
|
||||
- A new `QBO Time Activity` agaist the `QBO Customer` will be created using the total spent hours logged agaist an `Issue`.
|
||||
- The rate will be the set via the `QBO Service Item` price
|
||||
* `Issues` with the Tracker `Quote` will generate an estimate based on the estimated hours and `QBO Service Item` cost.
|
||||
- Needs to have a `QBO Customer` & `QBO Service Item` Assiged
|
||||
* Users will be assigned a `QBO Employee` via a drop down in the user admistration page.
|
||||
OAuth2 is hacked into place with version 0.8.0 & working but I'm sure I missed a few things
|
||||
|
||||
##Prerequisites
|
||||
Note: Although the core functionality is complete, this project is still under heavy development. I am still working on refining everthing and adding other features. Tags should be stable
|
||||
|
||||
Also worth metioning I am currently using this in a live production enviroment with no issues
|
||||
|
||||
#### Features
|
||||
* Issues can be assigned to a `Customer` via drop down in the edit Issue form
|
||||
* The `Employee` for the Issue is assigned via the assigned Redmine User
|
||||
- This is set via a drop down in the user admistration page.
|
||||
* IF an `Issue` has been assined a `Customer` when an Issue is closed the following will happen:
|
||||
- A new `Time Activity` will be billed agaist the `Customer` assinged to the issue for each Redmine Time Entery.
|
||||
+ Time Entries will be totalled up by Activity name. This will allow billing for diffrent activities without having to create seperate Issues.
|
||||
+ The Time Activity names are used to lookup `Items` in Quickbooks.
|
||||
+ IF there isn'tany Items that match the Activity name it will be skipped, and will not be billed to the `Customer`
|
||||
- Labor Rates are set by the `Item` in Quickbooks
|
||||
* `Payments` Can be created via the Redmine application menu
|
||||
* `Customers` Can be created via the Redmine application menu
|
||||
- `Customers` can be searched
|
||||
- Basic information for the `Customer` can be viewed/edit via the Customer page
|
||||
* Webhook Support
|
||||
- `Invoices` are automaticly attached to an Issue if a line item has a hashtag number in a `Line Item`
|
||||
+ `Invoice` Custom Fields are matched Issue Custom Fileds and are automaticly updated in Quickbooks. For example, this is usefull for extracting the Mileage In / Out from the Issue and updating the Invoice with the information.
|
||||
- `Customers` are automaticly updated in local database
|
||||
|
||||
## Prerequisites
|
||||
|
||||
* 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
|
||||
## The Install
|
||||
|
||||
1. To install, clone this repo into your plugin folder
|
||||
|
||||
@@ -35,34 +50,38 @@ The goal of this project is to allow redmine to connect with Quickbooks Online t
|
||||
|
||||
3. Navigate to the plugin configuration page and suppy your own OAuth key & secret.
|
||||
|
||||

|
||||
|
||||
4. After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
|
||||
|
||||
5. Assign an Employee to each of your users via the User Administration Page
|
||||
|
||||

|
||||
## Automatic Deploy
|
||||
|
||||
If you want the redmine server to be automaticly restarted after a git pull event add this hook to your git hook directory
|
||||
https://gist.github.com/rickbarrette/3c999c7f37e321f9c60380de99e494f5
|
||||
|
||||
## Usage
|
||||
|
||||
To enable automatic `QBO Time Activity` entries for an `Issue` , you need only to assign a `QBO Customer` and `QBO Item` to an `Issue` via drop downs in the creation/update form.
|
||||
|
||||

|
||||
To enable automatic `Time Activity` entries for an Issue , you need only to assign a `Customer` to an Issue via drop downs in the issue creation/update form.
|
||||
|
||||
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
|
||||
* Customer ~~Creation~~, ~~Update~~, Deletion
|
||||
* Customer Deletion
|
||||
* Email Customer updates, provding a link that would: bypass the login page, go directly to the issue directing them to, and allow them to view only that issue.
|
||||
* Add a rake file to create required Trackers or statuses required
|
||||
* Add Setting for Sandbox Mode
|
||||
* Refactor Models prefixed with Qbo...
|
||||
* Seperate Vehicles into a seperate plugin
|
||||
* Make HTML Pretty
|
||||
* Intergrate Customer Search into Redmine Search
|
||||
* Fix Issue sort by Customer
|
||||
* MORE Stuff...
|
||||
|
||||
##License
|
||||
## License
|
||||
|
||||
The MIT License (MIT)
|
||||
|
||||
Copyright (c) 2016 rick barrette
|
||||
Copyright (c) 2020 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:
|
||||
|
||||
|
||||
Binary file not shown.
|
Before Width: | Height: | Size: 185 KiB After Width: | Height: | Size: 106 KiB |
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 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:
|
||||
#
|
||||
@@ -13,11 +13,40 @@ class CustomersController < ApplicationController
|
||||
unloadable
|
||||
|
||||
include AuthHelper
|
||||
helper :issues
|
||||
helper :journals
|
||||
helper :projects
|
||||
helper :custom_fields
|
||||
helper :issue_relations
|
||||
helper :watchers
|
||||
helper :attachments
|
||||
helper :queries
|
||||
include QueriesHelper
|
||||
helper :repositories
|
||||
helper :sort
|
||||
include SortHelper
|
||||
helper :timelog
|
||||
|
||||
before_filter :require_user
|
||||
before_filter :add_customer, :only => :new
|
||||
before_filter :view_customer, :except => :new
|
||||
skip_before_filter :verify_authenticity_token, :check_if_login_required, :only => [:view]
|
||||
|
||||
default_search_scope :names
|
||||
|
||||
autocomplete :customer, :name, :full => true, :extra_data => [:id]
|
||||
|
||||
def filter_vehicles_by_customer
|
||||
@filtered_vehicles = Vehicle.all.where(customer_id: params[:selected_customer])
|
||||
end
|
||||
|
||||
def filter_invoices_by_customer
|
||||
@filtered_invoices = QboInvoice.all.where(customer_id: params[:selected_customer])
|
||||
end
|
||||
|
||||
def filter_estimates_by_customer
|
||||
@filtered_estimates = QboEstimate.all.where(customer_id: params[:selected_customer])
|
||||
end
|
||||
|
||||
# display a list of all customers
|
||||
def index
|
||||
if params[:search]
|
||||
@@ -89,8 +118,49 @@ class CustomersController < ApplicationController
|
||||
end
|
||||
end
|
||||
|
||||
# Customer view for an issue
|
||||
def view
|
||||
|
||||
User.current = User.find_by lastname: 'Anonymous'
|
||||
|
||||
@token = CustomerToken.where("token = ? and expires_at > ?", params[:token], Time.now)
|
||||
@token = @token.first
|
||||
if @token
|
||||
session[:token] = @token.token
|
||||
@issue = Issue.find @token.issue_id
|
||||
@journals = @issue.journals.
|
||||
preload(:details).
|
||||
preload(:user => :email_address).
|
||||
reorder(:created_on, :id).to_a
|
||||
@journals.each_with_index {|j,i| j.indice = i+1}
|
||||
@journals.reject!(&:private_notes?) unless User.current.allowed_to?(:view_private_notes, @issue.project)
|
||||
Journal.preload_journals_details_custom_fields(@journals)
|
||||
@journals.select! {|journal| journal.notes? || journal.visible_details.any?}
|
||||
@journals.reverse! if User.current.wants_comments_in_reverse_order?
|
||||
|
||||
@changesets = @issue.changesets.visible.preload(:repository, :user).to_a
|
||||
@changesets.reverse! if User.current.wants_comments_in_reverse_order?
|
||||
|
||||
@relations = @issue.relations.select {|r| r.other_issue(@issue) && r.other_issue(@issue).visible? }
|
||||
@allowed_statuses = @issue.new_statuses_allowed_to(User.current)
|
||||
@priorities = IssuePriority.active
|
||||
@time_entry = TimeEntry.new(:issue => @issue, :project => @issue.project)
|
||||
@relation = IssueRelation.new
|
||||
else
|
||||
render_403
|
||||
end
|
||||
end
|
||||
|
||||
private
|
||||
|
||||
def add_customer
|
||||
global_check_permission(:add_customers)
|
||||
end
|
||||
|
||||
def view_customer
|
||||
global_check_permission(:view_customers)
|
||||
end
|
||||
|
||||
def only_one_non_zero?( array )
|
||||
found_non_zero = false
|
||||
array.each do |val|
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 rick barrette
|
||||
#
|
||||
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
|
||||
#
|
||||
@@ -18,7 +18,7 @@ class EstimateController < ApplicationController
|
||||
# Downloads and forwards the estimate pdf
|
||||
#
|
||||
def show
|
||||
base = QboEstimate.get_base.service
|
||||
base = QboEstimate.get_base
|
||||
estimate = base.fetch_by_id(params[:id])
|
||||
@pdf = base.pdf(estimate)
|
||||
send_data @pdf, filename: "estimate #{estimate.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 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:
|
||||
#
|
||||
@@ -12,13 +12,14 @@ class InvoiceController < ApplicationController
|
||||
|
||||
include AuthHelper
|
||||
|
||||
before_filter :require_user
|
||||
before_filter :require_user, :unless => proc {|c| session[:token].nil? }
|
||||
skip_before_filter :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
|
||||
|
||||
#
|
||||
# Downloads and forwards the invoice pdf
|
||||
#
|
||||
def show
|
||||
base = QboInvoice.get_base.service
|
||||
base = QboInvoice.get_base
|
||||
invoice = base.fetch_by_id(params[:id])
|
||||
@pdf = base.pdf(invoice)
|
||||
send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
|
||||
|
||||
94
app/controllers/line_items_controler.rb
Normal file
94
app/controllers/line_items_controler.rb
Normal file
@@ -0,0 +1,94 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2018 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.
|
||||
|
||||
# This controller class will handle map management
|
||||
class LineItemsController < ApplicationController
|
||||
unloadable
|
||||
|
||||
include AuthHelper
|
||||
|
||||
before_filter :require_user
|
||||
|
||||
# display all line items for an issue
|
||||
def index
|
||||
if params[:issue_id]
|
||||
begin
|
||||
@line_items = Issue.find_by_id(params[:issue_id]).line_items
|
||||
rescue ActiveRecord::RecordNotFound
|
||||
render_404
|
||||
end
|
||||
end
|
||||
end
|
||||
|
||||
# return an HTML form for creating a new line item
|
||||
def new
|
||||
@line_item = LineItem.new
|
||||
end
|
||||
|
||||
# create a new line item
|
||||
def create
|
||||
@line_item = LineItem.new(params[:line_item])
|
||||
if @line_item.save
|
||||
flash[:notice] = "New Line Item Created"
|
||||
redirect_to @line_item.issue
|
||||
else
|
||||
flash[:error] = @line_item.errors.full_messages.to_sentence
|
||||
redirect_to new_line_item_path
|
||||
end
|
||||
end
|
||||
|
||||
# display a specific line item
|
||||
def show
|
||||
begin
|
||||
@line_item = LineItem.find_by_id(params[:id])
|
||||
rescue ActiveRecord::RecordNotFound
|
||||
render_404
|
||||
end
|
||||
end
|
||||
|
||||
# return an HTML form for editing a line item
|
||||
def edit
|
||||
begin
|
||||
@line_item = LineItem.find_by_id(params[:id])
|
||||
rescue ActiveRecord::RecordNotFound
|
||||
render_404
|
||||
end
|
||||
end
|
||||
|
||||
# update a specific line item
|
||||
def update
|
||||
begin
|
||||
@line_item = LineItem.find_by_id(params[:id])
|
||||
if @line_item.update_attributes(params[:line_item])
|
||||
flash[:notice] = "Line Item updated"
|
||||
redirect_to @line_item
|
||||
else
|
||||
flash[:error] = @line_item.errors.full_messages.to_sentence if @line_item.errors
|
||||
redirect_to edit_line_item_path
|
||||
end
|
||||
rescue ActiveRecord::RecordNotFound
|
||||
render_404
|
||||
end
|
||||
end
|
||||
|
||||
# delete a specific line item
|
||||
def destroy
|
||||
begin
|
||||
line_item = LineItem.find_by_id(params[:id])
|
||||
issue = line_item.issue
|
||||
line_item.destroy
|
||||
flash[:notice] = "Line Item deleted successfully"
|
||||
redirect_to issue
|
||||
rescue ActiveRecord::RecordNotFound
|
||||
render_404
|
||||
end
|
||||
end
|
||||
|
||||
end
|
||||
57
app/controllers/payments_controller.rb
Normal file
57
app/controllers/payments_controller.rb
Normal file
@@ -0,0 +1,57 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2017 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 :check_permissions
|
||||
|
||||
def new
|
||||
@payment = Payment.new
|
||||
|
||||
@customers = Customer.all.sort_by &:name
|
||||
|
||||
@accounts = Qbo.get_base(:account).query("SELECT Id, Name FROM Account WHERE AccountType = 'Bank' Order By Name")
|
||||
|
||||
@payment_methods = Qbo.get_base(:payment_method).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 check_permissions
|
||||
if !allowed_to?(:add_payments)
|
||||
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
|
||||
end
|
||||
end
|
||||
|
||||
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
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2020 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:
|
||||
#
|
||||
@@ -11,10 +11,12 @@
|
||||
class QboController < ApplicationController
|
||||
unloadable
|
||||
|
||||
require 'openssl'
|
||||
|
||||
include AuthHelper
|
||||
|
||||
before_filter :require_user, :except => :qbo_webhook
|
||||
skip_before_filter :verify_authenticity_token, :check_if_login_required
|
||||
skip_before_filter :verify_authenticity_token, :check_if_login_required, :only => [:qbo_webhook]
|
||||
|
||||
#
|
||||
# Called when the QBO Top Menu us shown
|
||||
@@ -32,90 +34,132 @@ class QboController < ApplicationController
|
||||
# Called when the user requests that Redmine to connect to QBO
|
||||
#
|
||||
def authenticate
|
||||
callback = qbo_oauth_callback_url
|
||||
token = Qbo.get_oauth_consumer.get_request_token(:oauth_callback => callback)
|
||||
session[:qb_request_token] = Marshal.dump(token)
|
||||
redirect_to("https://appcenter.intuit.com/Connect/Begin?oauth_token=#{token.token}") and return
|
||||
oauth2_client = Qbo.get_client
|
||||
callback = "https://redmine.rickbarrette.org/qbo/oauth_callback/"
|
||||
#callback = qbo_oauth_callback_url
|
||||
grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: callback, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
|
||||
redirect_to grant_url
|
||||
end
|
||||
|
||||
|
||||
#
|
||||
# Called by QBO after authentication has been processed
|
||||
#
|
||||
def oauth_callback
|
||||
at = Marshal.load(session[:qb_request_token]).get_access_token(:oauth_verifier => params[:oauth_verifier])
|
||||
|
||||
#There can only be one...
|
||||
Qbo.destroy_all
|
||||
|
||||
# Save the authentication information
|
||||
qbo = Qbo.new
|
||||
qbo.qb_token = at.token
|
||||
qbo.qb_secret = at.secret
|
||||
qbo.token_expires_at = 6.months.from_now.utc
|
||||
qbo.reconnect_token_at = 5.months.from_now.utc
|
||||
qbo.company_id = params['realmId']
|
||||
if qbo.save!
|
||||
redirect_to qbo_path, :flash => { :notice => "Successfully connected to Quickbooks" }
|
||||
if params[:state].present?
|
||||
oauth2_client = Qbo.get_client
|
||||
# use the state value to retrieve from your backend any information you need to identify the customer in your system
|
||||
#redirect_uri = qbo_oauth_callback_url
|
||||
redirect_uri = "https://redmine.rickbarrette.org/qbo/oauth_callback/"
|
||||
if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
|
||||
# save your tokens here. For example:
|
||||
# quickbooks_credentials.update_attributes(access_token: resp.token, refresh_token: resp.refresh_token,
|
||||
# realm_id: params[:realmId])
|
||||
|
||||
Qbo.delete_all
|
||||
|
||||
# Save the authentication information
|
||||
qbo = Qbo.new
|
||||
qbo.qb_token = resp.token
|
||||
qbo.qb_secret = resp.refresh_token
|
||||
qbo.token_expires_at = 6.months.from_now.utc
|
||||
qbo.reconnect_token_at = 3.months.from_now.utc
|
||||
qbo.company_id = params[:realmId]
|
||||
|
||||
access_token = OAuth2::AccessToken.new(oauth2_client, resp.token, refresh_token: resp.refresh_token)
|
||||
qbo.token = access_token.to_hash
|
||||
qbo.expire = 1.hour.from_now.utc
|
||||
|
||||
if qbo.save!
|
||||
redirect_to qbo_sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
|
||||
else
|
||||
redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
|
||||
end
|
||||
|
||||
end
|
||||
end
|
||||
end
|
||||
|
||||
# Manual Billing
|
||||
def bill
|
||||
i = Issue.find_by_id params[:id]
|
||||
if i.customer
|
||||
i.bill_time
|
||||
redirect_to i, :flash => { :notice => "Successfully Billed #{i.customer.name}" }
|
||||
else
|
||||
redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
|
||||
redirect_to i, :flash => { :error => "Cannot bill without a customer assigned" }
|
||||
end
|
||||
end
|
||||
|
||||
# Quickbooks Webhook Callback
|
||||
def qbo_webhook
|
||||
|
||||
if request.headers['Content-Type'] == 'application/json'
|
||||
data = JSON.parse(request.body.read)
|
||||
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.delete(entity['deletedId']) if entity['deletedId']
|
||||
|
||||
#Check to see if we are deleting a record
|
||||
if entity['operation'].eql? "Delete"
|
||||
obj.delete(id)
|
||||
#if not then update!
|
||||
# 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
|
||||
obj.sync_by_id(id)
|
||||
# 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
|
||||
render nothing: true, status: 400
|
||||
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
|
||||
end
|
||||
|
||||
#
|
||||
# Synchronizes the QboCustomer table with QBO
|
||||
#
|
||||
def sync
|
||||
if Qbo.exists?
|
||||
Customer.sync
|
||||
QboItem.sync
|
||||
QboEmployee.sync
|
||||
QboEstimate.sync
|
||||
QboInvoice.sync
|
||||
|
||||
# Record the last sync time
|
||||
Qbo.update_time_stamp
|
||||
# Update info in background
|
||||
Thread.new do
|
||||
if Qbo.exists?
|
||||
Customer.sync
|
||||
QboInvoice.sync
|
||||
QboItem.sync
|
||||
QboEmployee.sync
|
||||
QboEstimate.sync
|
||||
|
||||
# Record the last sync time
|
||||
Qbo.update_time_stamp
|
||||
end
|
||||
ActiveRecord::Base.connection.close
|
||||
end
|
||||
|
||||
redirect_to qbo_path(:redmine_qbo), :flash => { :notice => "Successfully synced to Quickbooks" }
|
||||
redirect_to :home, :flash => { :notice => "Successfully synced to Quickbooks" }
|
||||
end
|
||||
end
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 rick barrette
|
||||
#
|
||||
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
|
||||
#
|
||||
@@ -18,6 +18,14 @@ class VehiclesController < ApplicationController
|
||||
|
||||
# display a list of all vehicles
|
||||
def index
|
||||
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)
|
||||
@@ -29,7 +37,7 @@ class VehiclesController < ApplicationController
|
||||
# return an HTML form for creating a new vehicle
|
||||
def new
|
||||
@vehicle = Vehicle.new
|
||||
@customers = Customer.all.order(:name)
|
||||
@customer = Customer.find_by_id(params[:customer_id]) if params[:customer_id]
|
||||
end
|
||||
|
||||
# create a new vehicle
|
||||
@@ -40,7 +48,7 @@ class VehiclesController < ApplicationController
|
||||
redirect_to @vehicle
|
||||
else
|
||||
flash[:error] = @vehicle.errors.full_messages.to_sentence
|
||||
redirect_to new_vehicle_path
|
||||
redirect_to Vehicle.find_by_vin @vehicle.vin
|
||||
end
|
||||
end
|
||||
|
||||
@@ -48,6 +56,7 @@ class VehiclesController < ApplicationController
|
||||
def show
|
||||
begin
|
||||
@vehicle = Vehicle.find_by_id(params[:id])
|
||||
@vin = @vehicle.vin.scan(/.{1,9}/) if @vehicle.vin
|
||||
rescue ActiveRecord::RecordNotFound
|
||||
render_404
|
||||
end
|
||||
@@ -57,8 +66,7 @@ class VehiclesController < ApplicationController
|
||||
def edit
|
||||
begin
|
||||
@vehicle = Vehicle.find_by_id(params[:id])
|
||||
@customer = @vehicle.customer.id
|
||||
@customers = Customer.all.order(:name)
|
||||
@customer = @vehicle.customer
|
||||
rescue ActiveRecord::RecordNotFound
|
||||
render_404
|
||||
end
|
||||
@@ -73,9 +81,10 @@ class VehiclesController < ApplicationController
|
||||
flash[:notice] = "Vehicle updated"
|
||||
redirect_to @vehicle
|
||||
else
|
||||
flash[:error] = @vehicle.errors.full_messages.to_sentence if @vehicle.errors
|
||||
redirect_to edit_vehicle_path
|
||||
end
|
||||
#show any errors anyways
|
||||
flash[:error] = @vehicle.errors.full_messages.to_sentence unless @vehicle.errors.empty?
|
||||
rescue ActiveRecord::RecordNotFound
|
||||
render_404
|
||||
end
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 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:
|
||||
#
|
||||
@@ -11,8 +11,43 @@
|
||||
module AuthHelper
|
||||
|
||||
def require_user
|
||||
return unless session[:token].nil?
|
||||
if !User.current.logged?
|
||||
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
|
||||
end
|
||||
end
|
||||
|
||||
def allowed_to?(action)
|
||||
return false if User.current.nil?
|
||||
project = Project.find(params[:project_id])
|
||||
return false if project.nil?
|
||||
return true if User.current.allowed_to?(action, project)
|
||||
false
|
||||
end
|
||||
|
||||
def check_permission(permission)
|
||||
if !allowed_to?(permission)
|
||||
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
|
||||
end
|
||||
end
|
||||
|
||||
|
||||
def global_check_permission(permission)
|
||||
if !globaly_allowed_to?(permission)
|
||||
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
|
||||
end
|
||||
end
|
||||
|
||||
def globaly_allowed_to?( action)
|
||||
return false if User.current.nil?
|
||||
|
||||
projects = Project.all
|
||||
projects.each { |p|
|
||||
if User.current.allowed_to?(action, p)
|
||||
return true
|
||||
end
|
||||
}
|
||||
false
|
||||
end
|
||||
|
||||
end
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2020 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:
|
||||
#
|
||||
@@ -13,9 +13,11 @@ class Customer < ActiveRecord::Base
|
||||
|
||||
has_many :issues
|
||||
has_many :qbo_purchases
|
||||
has_many :qbo_invoices
|
||||
has_many :qbo_estimates
|
||||
has_many :vehicles
|
||||
|
||||
attr_accessible :name, :notes, :email, :primary_phone, :mobile_phone
|
||||
attr_accessible :name, :notes, :email, :primary_phone, :mobile_phone, :phone_number
|
||||
validates_presence_of :id, :name
|
||||
|
||||
self.primary_key = :id
|
||||
@@ -61,6 +63,8 @@ class Customer < ActiveRecord::Base
|
||||
pn = Quickbooks::Model::TelephoneNumber.new
|
||||
pn.free_form_number = n
|
||||
@details.primary_phone = pn
|
||||
#update our locally stored number too
|
||||
update_phone_number
|
||||
end
|
||||
|
||||
# Convenience Method
|
||||
@@ -81,6 +85,26 @@ class Customer < ActiveRecord::Base
|
||||
pn = Quickbooks::Model::TelephoneNumber.new
|
||||
pn.free_form_number = n
|
||||
@details.mobile_phone = pn
|
||||
#update our locally stored number too
|
||||
update_mobile_phone_number
|
||||
end
|
||||
|
||||
# update the localy stored phone number as a plain string with no special chars
|
||||
def update_phone_number
|
||||
begin
|
||||
self.phone_number = self.primary_phone.tr('^0-9', '')
|
||||
rescue
|
||||
return nil
|
||||
end
|
||||
end
|
||||
|
||||
# update the localy stored phone number as a plain string with no special chars
|
||||
def update_mobile_phone_number
|
||||
begin
|
||||
self.mobile_phone_number = self.mobile_phone.tr('^0-9', '')
|
||||
rescue
|
||||
return nil
|
||||
end
|
||||
end
|
||||
|
||||
# Convenience Method
|
||||
@@ -112,7 +136,7 @@ class Customer < ActiveRecord::Base
|
||||
# proforms a bruteforce sync operation
|
||||
# This needs to be simplified
|
||||
def self.sync
|
||||
service = Qbo.get_base(:customer).service
|
||||
service = Qbo.get_base(:customer)
|
||||
|
||||
# Sync ALL customers if the database is empty
|
||||
#if count == 0
|
||||
@@ -140,15 +164,16 @@ class Customer < ActiveRecord::Base
|
||||
end
|
||||
end
|
||||
|
||||
# Searchs the database for a customer by name
|
||||
# Searchs the database for a customer by name or phone number with out special chars
|
||||
def self.search(search)
|
||||
where("name LIKE ?", "%#{search}%").order(:name)
|
||||
customers = where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
|
||||
return customers.order(:name)
|
||||
end
|
||||
|
||||
# proforms a bruteforce sync operation
|
||||
# This needs to be simplified
|
||||
def self.sync_by_id(id)
|
||||
service = Qbo.get_base(:customer).service
|
||||
service = Qbo.get_base(:customer)
|
||||
|
||||
customer = service.fetch_by_id(id)
|
||||
qbo_customer = Customer.find_or_create_by(id: customer.id)
|
||||
@@ -168,7 +193,7 @@ class Customer < ActiveRecord::Base
|
||||
# Push the updates
|
||||
def save_with_push
|
||||
begin
|
||||
@details = Qbo.get_base(:customer).service.update(@details)
|
||||
@details = Qbo.get_base(:customer).update(@details)
|
||||
#raise "QBO Fault" if @details.fault?
|
||||
self.id = @details.id
|
||||
rescue Exception => e
|
||||
@@ -186,7 +211,7 @@ class Customer < ActiveRecord::Base
|
||||
def pull
|
||||
begin
|
||||
raise Exception unless self.id
|
||||
@details = Qbo.get_base(:customer).find_by_id(self.id)
|
||||
@details = Qbo.get_base(:customer).fetch_by_id(self.id)
|
||||
rescue Exception => e
|
||||
@details = Quickbooks::Model::Customer.new
|
||||
end
|
||||
|
||||
23
app/models/customer_token.rb
Normal file
23
app/models/customer_token.rb
Normal file
@@ -0,0 +1,23 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2017 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 CustomerToken < ActiveRecord::Base
|
||||
unloadable
|
||||
has_many :issues
|
||||
attr_accessible :token, :expires_at, :issue_id
|
||||
validates_presence_of :expires_at, :issue_id
|
||||
before_create :generate_token
|
||||
|
||||
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE_QBO__' + SecureRandom.uuid
|
||||
|
||||
def generate_token
|
||||
self.token = SecureRandom.base64(15).tr('+/=lIO0', OAUTH_CONSUMER_SECRET)
|
||||
end
|
||||
end
|
||||
34
app/models/line_item.rb
Normal file
34
app/models/line_item.rb
Normal file
@@ -0,0 +1,34 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2018 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 LineItem < ActiveRecord::Base
|
||||
|
||||
unloadable
|
||||
|
||||
belongs_to :issue
|
||||
|
||||
attr_accessible :amount, :description, :unit_price, :quantity, :item_id
|
||||
validates_presence_of :amount, :description, :unit_price, :quantity
|
||||
|
||||
def add_to_invoice(invoice)
|
||||
line_item = Quickbooks::Model::InvoiceLineItem.new
|
||||
line_item.amount = amount
|
||||
line_item.description = description
|
||||
line_item.sales_item! do |detail|
|
||||
detail.unit_price = unit_price
|
||||
detail.quantity = quantity
|
||||
detail.item_id = item_id # Item ID here... Where do i get this???
|
||||
end
|
||||
|
||||
invoice.line_items << line_item
|
||||
|
||||
return invoice
|
||||
end
|
||||
end
|
||||
37
app/models/payment.rb
Normal file
37
app/models/payment.rb
Normal file
@@ -0,0 +1,37 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2020 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).update(payment)
|
||||
end
|
||||
|
||||
def save!
|
||||
save
|
||||
end
|
||||
|
||||
# Dummy stub to make validtions happy.
|
||||
def update_attribute
|
||||
end
|
||||
|
||||
end
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2020 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:
|
||||
#
|
||||
@@ -11,33 +11,65 @@
|
||||
class Qbo < ActiveRecord::Base
|
||||
unloadable
|
||||
validates_presence_of :qb_token, :qb_secret, :company_id, :token_expires_at, :reconnect_token_at
|
||||
|
||||
serialize :token
|
||||
|
||||
OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
|
||||
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
|
||||
|
||||
$qb_oauth_consumer = OAuth::Consumer.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, {
|
||||
:site => "https://oauth.intuit.com",
|
||||
:request_token_path => "/oauth/v1/get_request_token",
|
||||
:authorize_url => "https://appcenter.intuit.com/Connect/Begin",
|
||||
:access_token_path => "/oauth/v1/get_access_token"
|
||||
})
|
||||
|
||||
# Configure quickbooks-ruby-base to access our database
|
||||
Quickbooks::Base.configure do |c|
|
||||
c.persistent_token = 'qb_token'
|
||||
c.persistent_secret = 'qb_secret'
|
||||
c.persistent_company_id = 'company_id'
|
||||
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
|
||||
|
||||
|
||||
def self.get_oauth_consumer
|
||||
# Quickbooks Config Info
|
||||
return $qb_oauth_consumer
|
||||
end
|
||||
|
||||
# Get a quickbooks base object for type
|
||||
# Get a quickbooks base service object for type
|
||||
# @params type of base
|
||||
def self.get_base(type)
|
||||
Quickbooks::Base.new(first, 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
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2020 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:
|
||||
#
|
||||
@@ -19,7 +19,7 @@ class QboEmployee < ActiveRecord::Base
|
||||
end
|
||||
|
||||
def self.sync
|
||||
employees = get_base.service.all
|
||||
employees = get_base.all
|
||||
|
||||
transaction do
|
||||
# Update the item table
|
||||
@@ -33,7 +33,7 @@ class QboEmployee < ActiveRecord::Base
|
||||
end
|
||||
|
||||
def self.sync_by_id(id)
|
||||
employee = get_base.service.fetch_by_id(id)
|
||||
employee = get_base.fetch_by_id(id)
|
||||
qbo_employee = find_or_create_by(id: employee.id)
|
||||
qbo_employee.name = employee.display_name
|
||||
qbo_employee.id = employee.id
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2020 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:
|
||||
#
|
||||
@@ -10,44 +10,49 @@
|
||||
|
||||
class QboEstimate < ActiveRecord::Base
|
||||
unloadable
|
||||
has_many :issues
|
||||
attr_accessible :doc_number
|
||||
validates_presence_of :id, :doc_number
|
||||
|
||||
has_and_belongs_to_many :issues
|
||||
belongs_to :customer
|
||||
attr_accessible :doc_number, :id
|
||||
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
|
||||
estimates = get_base.service.all
|
||||
|
||||
# Update the item table
|
||||
transaction do
|
||||
estimates.each { |estimate|
|
||||
qbo_estimate = QboEstimate.find_or_create_by(id: estimate.id)
|
||||
qbo_estimate.doc_number = estimate.doc_number
|
||||
qbo_estimate.id = estimate.id
|
||||
qbo_estimate.save!
|
||||
}
|
||||
end
|
||||
|
||||
estimates = get_base.all
|
||||
estimates.each { |estimate|
|
||||
process_estimate(estimate)
|
||||
}
|
||||
|
||||
#remove deleted estimates
|
||||
where.not(estimates.map(&:id)).destroy_all
|
||||
end
|
||||
|
||||
# sync only one estimate
|
||||
def self.sync_by_id(id)
|
||||
estimate = get_base.service.fetch_by_id(id)
|
||||
qbo_estimate = QboEstimate.find_or_create_by(id: estimate.id)
|
||||
process_estimate(get_base.fetch_by_id(id))
|
||||
end
|
||||
|
||||
# update an estimate
|
||||
def self.update(id)
|
||||
# Update the item table
|
||||
estimate = get_base.fetch_by_id(id)
|
||||
qbo_estimate = find_or_create_by(id: id)
|
||||
qbo_estimate.doc_number = estimate.doc_number
|
||||
qbo_estimate.id = estimate.id
|
||||
qbo_estimate.save!
|
||||
end
|
||||
|
||||
def self.update(id)
|
||||
# Update the item table
|
||||
estimate = get_base.service.fetch_by_id(id)
|
||||
qbo_estimate = QboEstimate.find_or_create_by(id: id)
|
||||
qbo_estimate.doc_number = estimate.doc_number
|
||||
qbo_estimate.save!
|
||||
# process an estimate into the database
|
||||
def self.process_estimate(estimate)
|
||||
qbo_estimate = find_or_create_by(id: estimate.id)
|
||||
qbo_estimate.doc_number = estimate.doc_number
|
||||
qbo_estimate.customer_id = estimate.customer_ref.value
|
||||
qbo_estimate.id = estimate.id
|
||||
qbo_estimate.save!
|
||||
end
|
||||
end
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2020 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:
|
||||
#
|
||||
@@ -10,54 +10,146 @@
|
||||
|
||||
class QboInvoice < ActiveRecord::Base
|
||||
unloadable
|
||||
has_many :issues
|
||||
attr_accessible :doc_number
|
||||
validates_presence_of :id, :doc_number
|
||||
|
||||
has_and_belongs_to_many :issues
|
||||
belongs_to :customer
|
||||
attr_accessible :doc_number, :id
|
||||
validates_presence_of :doc_number, :id
|
||||
self.primary_key = :id
|
||||
|
||||
def self.get_base
|
||||
Qbo.get_base(:invoice)
|
||||
end
|
||||
|
||||
# sync ALL the invoices
|
||||
def self.sync
|
||||
#Pull the invoices from the quickbooks server
|
||||
#invoices = get_base.service.all
|
||||
|
||||
last = Qbo.first.last_sync
|
||||
|
||||
query = "SELECT Id, DocNumber FROM Invoice"
|
||||
query << " WHERE Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
|
||||
|
||||
if count == 0
|
||||
invoices = get_base.service.all
|
||||
invoices = get_base.all
|
||||
else
|
||||
invoices = get_base.service.query()
|
||||
invoices = get_base.query()
|
||||
end
|
||||
|
||||
# Update the invoice table
|
||||
invoices.each { | invoice |
|
||||
qbo_invoice = find_or_create_by(id: invoice.id)
|
||||
qbo_invoice.doc_number = invoice.doc_number
|
||||
qbo_invoice.id = invoice.id
|
||||
qbo_invoice.save!
|
||||
process_invoice invoice
|
||||
}
|
||||
|
||||
#remove deleted invoices
|
||||
#where.not(invoices.map(&:id)).destroy_all
|
||||
end
|
||||
|
||||
#sync by invoice ID
|
||||
def self.sync_by_id(id)
|
||||
invoice = get_base.service.fetch_by_id(id)
|
||||
qbo_invoice = find_or_create_by(id: invoice.id)
|
||||
#update the information in the database
|
||||
invoice = get_base.fetch_by_id(id)
|
||||
process_invoice invoice
|
||||
end
|
||||
|
||||
private
|
||||
|
||||
# Attach the invoice to the issue
|
||||
def self.attach_to_issue(issue, invoice)
|
||||
return if issue.nil?
|
||||
|
||||
# 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
|
||||
|
||||
# Load the invoice into the database
|
||||
qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
|
||||
qbo_invoice.doc_number = invoice.doc_number
|
||||
qbo_invoice.id = invoice.id
|
||||
qbo_invoice.save!
|
||||
qbo_invoice.customer_id = invoice.customer_ref
|
||||
qbo_invoice.save!
|
||||
|
||||
unless issue.qbo_invoices.include?(qbo_invoice)
|
||||
issue.qbo_invoices << qbo_invoice
|
||||
issue.save!
|
||||
end
|
||||
|
||||
compare_custom_fields(issue, invoice)
|
||||
end
|
||||
|
||||
def self.update(id)
|
||||
# Update the item table
|
||||
invoice = get_base.service.fetch_by_id(id)
|
||||
qbo_invoice = find_or_create_by(id: id)
|
||||
qbo_invoice.doc_number = invoice.doc_number
|
||||
qbo_invoice.save!
|
||||
# processes the invoice into the system
|
||||
def self.process_invoice(invoice)
|
||||
# Check the private notes
|
||||
if not invoice.private_note.nil?
|
||||
invoice.private_note.scan(/#(\w+)/).flatten.each { |issue|
|
||||
attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
|
||||
}
|
||||
end
|
||||
|
||||
# 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|
|
||||
attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
|
||||
}
|
||||
end
|
||||
}
|
||||
end
|
||||
|
||||
def self.compare_custom_fields(issue, invoice)
|
||||
is_changed = false
|
||||
|
||||
# update the invoive custom fields with infomation from the work ticket if available
|
||||
invoice.custom_fields.each { |cf|
|
||||
|
||||
# TODO Add some hooks here
|
||||
|
||||
# VIN from the attached vehicle
|
||||
begin
|
||||
if cf.name.eql? "VIN"
|
||||
vin = Vehicle.find(issue.vehicles_id).vin
|
||||
break if vin.nil?
|
||||
if not cf.string_value.to_s.eql? vin
|
||||
cf.string_value = vin.to_s
|
||||
is_changed = true
|
||||
end
|
||||
end
|
||||
rescue
|
||||
#do nothing
|
||||
end
|
||||
|
||||
# Custom Values
|
||||
begin
|
||||
value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
|
||||
|
||||
# Check to see if the value is blank...
|
||||
if not value.value.to_s.blank?
|
||||
# Check to see if the value is diffrent
|
||||
if not cf.string_value.to_s.eql? value.value.to_s
|
||||
|
||||
# Use the lowest Milage
|
||||
if cf.name.eql? "Mileage In"
|
||||
if cf.string_value.to_i > value.value.to_i or cf.string_value.blank?
|
||||
cf.string_value = value.value.to_s
|
||||
is_changed = true
|
||||
end
|
||||
# Use the max milage
|
||||
elsif cf.name.eql? "Mileage Out"
|
||||
if cf.string_value.to_i < value.value.to_i or cf.string_value.blank?
|
||||
cf.string_value = value.value.to_s
|
||||
is_changed = true
|
||||
end
|
||||
else
|
||||
# Everything else
|
||||
cf.string_value = value.value.to_s
|
||||
is_changed = true
|
||||
end
|
||||
end
|
||||
end
|
||||
rescue
|
||||
# Nothing to do here, there is no match
|
||||
end
|
||||
}
|
||||
|
||||
# TODO Add some hooks here
|
||||
|
||||
# Push updates
|
||||
#invoice.sync_token += 1 if is_changed
|
||||
get_base.update(invoice) if is_changed
|
||||
end
|
||||
|
||||
end
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2020 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:
|
||||
#
|
||||
@@ -27,9 +27,9 @@ class QboItem < ActiveRecord::Base
|
||||
query << " AND Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
|
||||
|
||||
if count == 0
|
||||
items = get_base.service.all
|
||||
items = get_base.all
|
||||
else
|
||||
items = get_base.service.query(query)
|
||||
items = get_base.query(query)
|
||||
end
|
||||
|
||||
unless items.count = 0
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2020 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:
|
||||
#
|
||||
@@ -20,11 +20,11 @@ class QboPurchase < ActiveRecord::Base
|
||||
end
|
||||
|
||||
def get_purchase(id)
|
||||
get_base.service.find_by_id(id)
|
||||
get_base.find_by_id(id)
|
||||
end
|
||||
|
||||
def self.sync
|
||||
QboPurchase.get_base.service.all.each { |purchase|
|
||||
QboPurchase.get_base.all.each { |purchase|
|
||||
|
||||
purchase.line_items.all? { |line_item|
|
||||
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 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:
|
||||
#
|
||||
@@ -12,8 +12,6 @@ class Vehicle < ActiveRecord::Base
|
||||
|
||||
unloadable
|
||||
|
||||
API_KEY = Setting.plugin_redmine_qbo['settingsEdmundsAPIKey']
|
||||
|
||||
belongs_to :customer
|
||||
has_many :issues, :foreign_key => 'vehicles_id'
|
||||
|
||||
@@ -21,27 +19,32 @@ class Vehicle < ActiveRecord::Base
|
||||
|
||||
validates_presence_of :customer
|
||||
validates :vin, uniqueness: true
|
||||
#validates :year, numericality: { only_integer: true }
|
||||
|
||||
before_save :decode_vin
|
||||
after_initialize :get_details
|
||||
#after_find :get_details
|
||||
|
||||
self.primary_key = :id
|
||||
|
||||
# returns a human readable string
|
||||
def to_s
|
||||
return "#{year} #{make} #{model}"
|
||||
if year.nil? or make.nil? or model.nil?
|
||||
return "#{vin}"
|
||||
else
|
||||
split_vin = vin.scan(/.{1,9}/)
|
||||
return "#{year} #{make} #{model} - #{split_vin[1]}"
|
||||
end
|
||||
end
|
||||
|
||||
# returns the raw JSON details from EMUNDS
|
||||
def details
|
||||
get_details if @details.nil?
|
||||
return @details
|
||||
end
|
||||
|
||||
# returns the style of the vehicle
|
||||
def style
|
||||
get_details if @details.nil?
|
||||
begin
|
||||
return @details['years'][0]['styles'][0]['name'] if @details
|
||||
return @details.trim if @details
|
||||
rescue
|
||||
return nil
|
||||
end
|
||||
@@ -49,21 +52,24 @@ class Vehicle < ActiveRecord::Base
|
||||
|
||||
# returns the drive of the vehicle i.e. 2 wheel, 4 wheel, ect.
|
||||
def drive
|
||||
return @details['drivenWheels'].to_s.upcase if @details
|
||||
#todo fix this
|
||||
#return @details.drive_type if @details
|
||||
return nil
|
||||
end
|
||||
|
||||
# returns the number of doors of the vehicle
|
||||
def doors
|
||||
return @details['numOfDoors'] if @details
|
||||
get_details if @details.nil?
|
||||
return @details.doors if @details
|
||||
end
|
||||
|
||||
# Force Upper Case for VIN numbers
|
||||
# Force Upper Case for make numbers
|
||||
def make=(val)
|
||||
# The to_s is in case you get nil/non-string
|
||||
write_attribute(:make, val.to_s.titleize)
|
||||
end
|
||||
|
||||
# Force Upper Case for VIN numbers
|
||||
# Force Upper Case for model numbers
|
||||
def model=(val)
|
||||
# The to_s is in case you get nil/non-string
|
||||
write_attribute(:model, val.to_s.titleize)
|
||||
@@ -71,44 +77,24 @@ 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)
|
||||
#strip VIN of all illegal chars (for barcode scanner)
|
||||
val = val.to_s.upcase.gsub(/[^A-HJ-NPR-Za-hj-npr-z\d]+/,"")
|
||||
write_attribute(:vin, val)
|
||||
end
|
||||
|
||||
# search for a vin
|
||||
def self.search(search)
|
||||
where("vin LIKE ?", "%#{search}%")
|
||||
end
|
||||
|
||||
private
|
||||
|
||||
# init method to pull JSON details from Edmunds
|
||||
def get_details
|
||||
if self.vin?
|
||||
begin
|
||||
@details = JSON.parse get_decoder.full(self.vin)
|
||||
raise @details['message'] if @details['status'] == "NOT_FOUND"
|
||||
raise @details['message'] if @details['status'] == "BAD_REQUEST"
|
||||
rescue Exception => e
|
||||
errors.add(:vin, e.message)
|
||||
end
|
||||
end
|
||||
end
|
||||
|
||||
# returns the Edmunds decoder service
|
||||
def get_decoder
|
||||
#TODO API Code via Settings
|
||||
return decoder = Edmunds::Vin.new(API_KEY)
|
||||
end
|
||||
|
||||
|
||||
# decodes a vin and updates self
|
||||
def decode_vin
|
||||
get_details
|
||||
if @details
|
||||
begin
|
||||
self.year = @details['years'][0]['year']
|
||||
self.make = @details['make']['name']
|
||||
self.model = @details['model']['name']
|
||||
self.year = @details.year unless @details.year.nil?
|
||||
self.make = @details.make unless @details.make.nil?
|
||||
self.model = @details.model unless @details.model.nil?
|
||||
rescue Exception => e
|
||||
errors.add(:vin, e.message)
|
||||
end
|
||||
@@ -116,15 +102,24 @@ class Vehicle < ActiveRecord::Base
|
||||
self.name = to_s
|
||||
end
|
||||
|
||||
# makes a squishvin
|
||||
# https://api.edmunds.com/api/vehicle/v2/squishvins/#{vin}/?fmt=json&api_key=#{ENV['edmunds_key']}
|
||||
def vin_squish
|
||||
if not self.vin? or self.vin.size < 11
|
||||
# this is to go ahead and query the API, letting them handle the error. :P
|
||||
return '1000000000A'
|
||||
private
|
||||
|
||||
# init method to pull JSON details from Edmunds
|
||||
def get_details
|
||||
if self.vin?
|
||||
#validate the vin before calling a remote server
|
||||
validation = NhtsaVin.validate(self.vin)
|
||||
begin
|
||||
#if the vin validation failed, raise an exception and exit
|
||||
raise RuntimeError, validation.error unless validation.valid?
|
||||
# query NHTSA for details on the vin
|
||||
query = NhtsaVin.get(self.vin)
|
||||
raise RuntimeError, query.error unless query.valid?
|
||||
@details = query.response
|
||||
rescue Exception => e
|
||||
errors.add(:vin, e.message)
|
||||
end
|
||||
end
|
||||
v = self.vin[0,11]
|
||||
return v.slice(0,8) + v.slice(9,11)
|
||||
end
|
||||
|
||||
end
|
||||
|
||||
@@ -1,10 +1,5 @@
|
||||
<table>
|
||||
<tbody>
|
||||
<tr>
|
||||
<th>Customer</th>
|
||||
<td><%= customer.name %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Email</th>
|
||||
<td><%= customer.email %></td>
|
||||
@@ -12,12 +7,37 @@
|
||||
|
||||
<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 +46,6 @@
|
||||
</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>
|
||||
|
||||
6
app/views/customers/_search.html.erb
Normal file
6
app/views/customers/_search.html.erb
Normal file
@@ -0,0 +1,6 @@
|
||||
<%= form_tag(customers_path, :method => "get", id: "search-form") do %>
|
||||
<%= text_field_tag :search, params[:search], placeholder: "Search Customers" %>
|
||||
<%= submit_tag "Search" %>
|
||||
<% end %>
|
||||
<%= button_to "New Customer", new_customer_path, method: :get%>
|
||||
<%= button_to "Sync", qbo_sync_path, method: :get%>
|
||||
2
app/views/customers/_sidebar.html.erb
Normal file
2
app/views/customers/_sidebar.html.erb
Normal file
@@ -0,0 +1,2 @@
|
||||
<h3>Customers</h3>
|
||||
<%= render :partial => 'customers/search' %>
|
||||
1
app/views/customers/filter_estimates_by_customer.js.erb
Normal file
1
app/views/customers/filter_estimates_by_customer.js.erb
Normal file
@@ -0,0 +1 @@
|
||||
$('select#issue_qbo_estimate_id').html('<%= j content_tag(:option,'',:value=>"")+options_from_collection_for_select(@filtered_estimates, :id, :doc_number) %>');
|
||||
1
app/views/customers/filter_vehicles_by_customer.js.erb
Normal file
1
app/views/customers/filter_vehicles_by_customer.js.erb
Normal file
@@ -0,0 +1 @@
|
||||
$('select#issue_vehicles_id').html('<%= j content_tag(:option,'',:value=>"")+options_from_collection_for_select(@filtered_vehicles, :id, :to_s) %>');
|
||||
@@ -1,21 +1,15 @@
|
||||
<h1>Customers</h1>
|
||||
<br/>
|
||||
<%= form_tag(customers_path, :method => "get", id: "search-form") do %>
|
||||
<%= text_field_tag :search, params[:search], placeholder: "Search Customers" %>
|
||||
<%= submit_tag "Search" %>
|
||||
<%= button_to "New Customer", new_customer_path, method: :get %>
|
||||
<% end %>
|
||||
<br/>
|
||||
<h2>Customers <span style="float:right"> <%= render :partial => 'customers/search' %> </span> </h2>
|
||||
<% if @customers.present? %>
|
||||
|
||||
<br/>
|
||||
<% @customers.each do |c| %>
|
||||
<div class="row">
|
||||
<div class="span6 columns">
|
||||
<%= link_to c, customer_path(c.id) %>
|
||||
<br/>
|
||||
<% @customers.each do |c| %>
|
||||
<div class="row">
|
||||
<div class="span6 columns">
|
||||
<%= link_to c, customer_path(c.id) %>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<% end %>
|
||||
<% end %>
|
||||
|
||||
<p>Matching <%= @customers.count %> Customers </p>
|
||||
|
||||
<div class="actions">
|
||||
<%= will_paginate @customers %>
|
||||
@@ -26,5 +20,5 @@
|
||||
<% end %>
|
||||
|
||||
<div>
|
||||
<b>Last Sync: </b> <%= Qbo.last_sync %>
|
||||
<%= render :partial => 'qbo/stats' %>
|
||||
</div>
|
||||
|
||||
@@ -1,3 +1,3 @@
|
||||
<h1>New Customer</h1>
|
||||
<h2>New Customer</h2>
|
||||
<br/>
|
||||
<%= render :partial => 'customers/form' %>
|
||||
|
||||
@@ -1,7 +1,24 @@
|
||||
<h1>Customer #<%= @customer.id %></h1>
|
||||
<br/>
|
||||
<%= render :partial => 'customers/details', locals: {customer: @customer} %>
|
||||
<br/>
|
||||
<%= render :partial => 'vehicles/list' %>
|
||||
<br/>
|
||||
<%= render :partial => 'issues/list_simple', locals: {issues: @issues} %>
|
||||
<h2>Customer #<%= @customer.id %> - <%= @customer.name %> </h2>
|
||||
<br/>
|
||||
|
||||
<div class="subject">
|
||||
<div><h3>Details:</h3></div>
|
||||
</div>
|
||||
|
||||
<div class="attributes">
|
||||
|
||||
<div class="splitcontent">
|
||||
<div class="splitcontentleft">
|
||||
<%= render :partial => 'customers/details', locals: {customer: @customer} %>
|
||||
</div>
|
||||
<div class="splitcontentleft">
|
||||
<h4>Vehicles:</h4>
|
||||
<%= render :partial => 'vehicles/list' %>
|
||||
<%= button_to "New Vehicle", new_customer_vehicle_path(@customer), method: :get %>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<br/>
|
||||
<h2>Issues:</h2>
|
||||
<%= render :partial => 'issues/list_simple', locals: {issues: @issues} %>
|
||||
</div>
|
||||
|
||||
109
app/views/customers/view.html.erb
Normal file
109
app/views/customers/view.html.erb
Normal file
@@ -0,0 +1,109 @@
|
||||
<h2><%= issue_heading(@issue) %></h2>
|
||||
|
||||
<div class="<%= @issue.css_classes %> details">
|
||||
|
||||
<%= avatar(@issue.author, :size => "50") %>
|
||||
|
||||
<div class="subject">
|
||||
<%= render_issue_subject_with_tree(@issue) %>
|
||||
This customer link expires in <%= distance_of_time_in_words(Time.now, @token.expires_at) %>
|
||||
</div>
|
||||
<p class="author">
|
||||
<%= authoring @issue.created_on, @issue.author %>.
|
||||
<% if @issue.created_on != @issue.updated_on %>
|
||||
<%= l(:label_updated_time, time_tag(@issue.updated_on)).html_safe %>.
|
||||
<% end %>
|
||||
</p>
|
||||
|
||||
<div class="attributes">
|
||||
<%= issue_fields_rows do |rows|
|
||||
rows.left l(:field_status), @issue.status.name, :class => 'status'
|
||||
rows.left l(:field_priority), @issue.priority.name, :class => 'priority'
|
||||
unless @issue.disabled_core_fields.include?('assigned_to_id')
|
||||
rows.left l(:field_assigned_to), avatar(@issue.assigned_to, :size => "14").to_s.html_safe + (@issue.assigned_to ? link_to_user(@issue.assigned_to) : "-"), :class => 'assigned-to'
|
||||
end
|
||||
unless @issue.disabled_core_fields.include?('category_id') || (@issue.category.nil? && @issue.project.issue_categories.none?)
|
||||
rows.left l(:field_category), (@issue.category ? @issue.category.name : "-"), :class => 'category'
|
||||
end
|
||||
unless @issue.disabled_core_fields.include?('fixed_version_id') || (@issue.fixed_version.nil? && @issue.assignable_versions.none?)
|
||||
rows.left l(:field_fixed_version), (@issue.fixed_version ? link_to_version(@issue.fixed_version) : "-"), :class => 'fixed-version'
|
||||
end
|
||||
unless @issue.disabled_core_fields.include?('start_date')
|
||||
rows.right l(:field_start_date), format_date(@issue.start_date), :class => 'start-date'
|
||||
end
|
||||
unless @issue.disabled_core_fields.include?('due_date')
|
||||
rows.right l(:field_due_date), format_date(@issue.due_date), :class => 'due-date'
|
||||
end
|
||||
unless @issue.disabled_core_fields.include?('done_ratio')
|
||||
rows.right l(:field_done_ratio), progress_bar(@issue.done_ratio, :legend => "#{@issue.done_ratio}%"), :class => 'progress'
|
||||
end
|
||||
unless @issue.disabled_core_fields.include?('estimated_hours')
|
||||
if @issue.estimated_hours.present? || @issue.total_estimated_hours.to_f > 0
|
||||
rows.right l(:field_estimated_hours), issue_estimated_hours_details(@issue), :class => 'estimated-hours'
|
||||
end
|
||||
end
|
||||
#if User.current.allowed_to_view_all_time_entries?(@project)
|
||||
if @issue.total_spent_hours > 0
|
||||
rows.right l(:label_spent_time), issue_spent_hours_details(@issue), :class => 'spent-time'
|
||||
end
|
||||
#end
|
||||
end %>
|
||||
<%= render_full_width_custom_fields_rows(@issue) %>
|
||||
<%= call_hook(:view_issues_show_details_bottom, :issue => @issue) %>
|
||||
</div>
|
||||
|
||||
<% if @issue.description? || @issue.attachments.any? -%>
|
||||
<hr />
|
||||
<% if @issue.description? %>
|
||||
<div class="description">
|
||||
<div class="contextual">
|
||||
<%= link_to l(:button_quote), quoted_issue_path(@issue), :remote => true, :method => 'post', :class => 'icon icon-comment' if @issue.notes_addable? %>
|
||||
</div>
|
||||
|
||||
<p><strong><%=l(:field_description)%></strong></p>
|
||||
<div class="wiki">
|
||||
<%= textilizable @issue, :description, :attachments => @issue.attachments %>
|
||||
</div>
|
||||
</div>
|
||||
<% end %>
|
||||
<%= link_to_attachments @issue, :thumbnails => true %>
|
||||
<% end -%>
|
||||
|
||||
<%= call_hook(:view_issues_show_description_bottom, :issue => @issue) %>
|
||||
|
||||
<% if !@issue.leaf? || User.current.allowed_to?(:manage_subtasks, @project) %>
|
||||
<hr />
|
||||
<div id="issue_tree">
|
||||
<div class="contextual">
|
||||
<%= link_to_new_subtask(@issue) if User.current.allowed_to?(:manage_subtasks, @project) %>
|
||||
</div>
|
||||
<p><strong><%=l(:label_subtask_plural)%></strong></p>
|
||||
<%= render_descendants_tree(@issue) unless @issue.leaf? %>
|
||||
</div>
|
||||
<% end %>
|
||||
|
||||
<% if @relations.present? || User.current.allowed_to?(:manage_issue_relations, @project) %>
|
||||
<hr />
|
||||
<div id="relations">
|
||||
<%= render :partial => 'issues/relations' %>
|
||||
</div>
|
||||
<% end %>
|
||||
|
||||
</div>
|
||||
|
||||
<% if @changesets.present? %>
|
||||
<div id="issue-changesets">
|
||||
<h3><%=l(:label_associated_revisions)%></h3>
|
||||
<%= render :partial => 'issues/changesets', :locals => { :changesets => @changesets} %>
|
||||
</div>
|
||||
<% end %>
|
||||
|
||||
<% if @journals.present? %>
|
||||
<div id="history">
|
||||
<h3><%=l(:label_history)%></h3>
|
||||
<%= render :partial => 'issues/history', :locals => { :issue => @issue, :journals => @journals } %>
|
||||
</div>
|
||||
<% end %>
|
||||
|
||||
|
||||
<% html_title "#{@issue.tracker.name} ##{@issue.id}: #{@issue.subject}" %>
|
||||
29
app/views/issues/_list_simple.html.erb
Normal file
29
app/views/issues/_list_simple.html.erb
Normal file
@@ -0,0 +1,29 @@
|
||||
<% if issues && issues.any? %>
|
||||
<%= form_tag({}) do %>
|
||||
<table class="list issues">
|
||||
<thead><tr>
|
||||
<th>#</th>
|
||||
<th><%=l(:field_project)%></th>
|
||||
<th><%=l(:field_tracker)%></th>
|
||||
<th><%=l(:field_subject)%></th>
|
||||
</tr></thead>
|
||||
<tbody>
|
||||
<% for issue in issues %>
|
||||
<tr id="issue-<%= h(issue.id) %>" class="hascontextmenu <%= cycle('odd', 'even') %> <%= issue.css_classes %>">
|
||||
<td class="id">
|
||||
<%= check_box_tag("ids[]", issue.id, false, :style => 'display:none;', :id => nil) %>
|
||||
<%= link_to(issue.id, issue_path(issue)) %>
|
||||
</td>
|
||||
<td class="project"><%= link_to_project(issue.project) %></td>
|
||||
<td class="tracker"><%= issue.tracker %></td>
|
||||
<td class="subject">
|
||||
<%= link_to(issue.subject.truncate(60), issue_path(issue)) %> (<%= issue.status %>)
|
||||
</td>
|
||||
</tr>
|
||||
<% end %>
|
||||
</tbody>
|
||||
</table>
|
||||
<% end %>
|
||||
<% else %>
|
||||
<p class="nodata"><%= l(:label_no_data) %></p>
|
||||
<% end %>
|
||||
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' %>
|
||||
35
app/views/qbo/_issues_show_details.html.erb
Normal file
35
app/views/qbo/_issues_show_details.html.erb
Normal file
@@ -0,0 +1,35 @@
|
||||
<div class="splitcontent">
|
||||
<div class="splitcontentleft">
|
||||
<div class="customer_id attribute">
|
||||
<div class="label"><span>Customer</span>:</div>
|
||||
<div class="value"><%= customer %></div>
|
||||
</div>
|
||||
|
||||
<div class="qbo_estimate_id attribute">
|
||||
<div class="label"><span>Estimate</span>:</div>
|
||||
<div class="value"><%= estimate_link %></div>
|
||||
</div>
|
||||
|
||||
<div class="qbo_invoice_id attribute">
|
||||
<div class="label"><span>Invoice</span>:</div>
|
||||
<div class="value"><%= invoice_link %></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="splitcontentleft">
|
||||
<div class="vehicle attribute">
|
||||
<div class="label"><span>Vehicle</span>:</div>
|
||||
<div class="value"><%= vehicle %></div>
|
||||
</div>
|
||||
|
||||
<div class="vehicle_vin attribute">
|
||||
<div class="label"><span>VIN</span>:</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">
|
||||
<div class="label"><span>Notes</span>:</div>
|
||||
<div class="value"><%=notes%></div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
1
app/views/qbo/_last_sync.html.erb
Normal file
1
app/views/qbo/_last_sync.html.erb
Normal file
@@ -0,0 +1 @@
|
||||
<b>Last Sync: </b> <%= Qbo.last_sync if Qbo.exists? %>
|
||||
@@ -20,14 +20,6 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_au
|
||||
|
||||
<table >
|
||||
<tbody>
|
||||
<tr>
|
||||
<th>Edmunds API Key</th>
|
||||
<td>
|
||||
<input type="text" style="width:350px" id="settingsEdmundsAPIKey"
|
||||
value="<%= settings['settingsEdmundsAPIKey'] %>"
|
||||
name="settings[settingsEdmundsAPIKey]" >
|
||||
</td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Intuit QBO OAuth Consumer Key</th>
|
||||
@@ -46,6 +38,15 @@ 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 +64,36 @@ 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 if Qbo.exists? %> <%= link_to " Sync Now", qbo_sync_path %>
|
||||
</div>
|
||||
|
||||
1
app/views/qbo/_stats.html.erb
Normal file
1
app/views/qbo/_stats.html.erb
Normal file
@@ -0,0 +1 @@
|
||||
<%= Customer.count %> Customers - <%= render :partial => 'qbo/last_sync' %>
|
||||
@@ -36,7 +36,7 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
|
||||
<br/>
|
||||
|
||||
<div>
|
||||
<b>Last Sync: </b> <%= Qbo.last_sync %>
|
||||
<b>Last Sync: </b> <%= Qbo.last_sync if Qbo.exists? %>
|
||||
</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>
|
||||
@@ -13,24 +13,9 @@
|
||||
|
||||
<tr>
|
||||
<th>VIN</th>
|
||||
<td><%= vehicle.vin %></td>
|
||||
<td><%= @vin[0] if @vin %><b><%=@vin[1] if @vin%></b></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Style</th>
|
||||
<td><%= vehicle.style %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Drive</th>
|
||||
<td><%= vehicle.drive %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Doors</th>
|
||||
<td><%= vehicle.doors %></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
<th>Notes</th>
|
||||
<td><%= vehicle.notes %></td>
|
||||
@@ -45,7 +30,6 @@
|
||||
<td/>
|
||||
<td>
|
||||
|
||||
<%= button_to "New Issue", new_issue_path(:vehicle_id => vehicle.id, :customer_id => vehicle.customer.id), method: :get%>
|
||||
<%= button_to "Edit", edit_vehicle_path(vehicle), method: :get%>
|
||||
<%= button_to "Delete", vehicle, method: :delete, data: {confirm: "You sure?"} %>
|
||||
</td>
|
||||
|
||||
@@ -1,2 +0,0 @@
|
||||
<%= @f.collection_select :vehicle_id, @customer.vehicles.order(:year), :id, :vin, include_blank: true, :selected => @vehicle%>
|
||||
Partial Test
|
||||
@@ -4,9 +4,10 @@
|
||||
|
||||
<%= form_for @vehicle do |f| %>
|
||||
<div class="clearfix">
|
||||
Customer:
|
||||
<div class="input">
|
||||
<%= f.collection_select :customer_id, @customers, :id, :name, include_blank: true, :selected => @customer, :required => true%>
|
||||
Customer:
|
||||
<div class="input">
|
||||
<%= f.autocomplete_field :customer, autocomplete_customer_name_customers_path, :value => @customer.name, :update_elements => {:id => '#customer_id', :value => '#issue_customer'}, :required => true %>
|
||||
<%= f.hidden_field :customer_id, :id => "customer_id", :value => @customer.id %>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -34,25 +35,14 @@
|
||||
<div class="clearfix">
|
||||
VIN:
|
||||
<div class="input">
|
||||
<%= f.text_field :vin %>
|
||||
<%= f.text_field :vin , :autofocus => true %>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<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? %>
|
||||
<%= content_tag 'span', :id => "issue_description_and_toolbar", :style => (@vehicle.new_record? ? nil : 'display:none') do %>
|
||||
<%= f.text_area :notes,
|
||||
:cols => 60,
|
||||
:rows => 10,
|
||||
:accesskey => accesskey(:edit),
|
||||
:class => 'wiki-edit',
|
||||
:no_label => true %>
|
||||
<% end %>
|
||||
</p>
|
||||
<%= wikitoolbar_for 'issue_description' %>
|
||||
<%= f.text_area :notes, :cols => 60, :rows => 10, :no_label => true %>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
|
||||
@@ -16,13 +16,13 @@
|
||||
</div>
|
||||
<br/>
|
||||
<% end %>
|
||||
|
||||
<br/>
|
||||
|
||||
<div class="actions">
|
||||
<%= will_paginate @vehicles %>
|
||||
</div>
|
||||
|
||||
<p>Matching <%= @vehicles.count %> Vehicles </p>
|
||||
|
||||
<% else %>
|
||||
<p>There are no vehicles containing the term(s) <%= params[:search] %>.</p>
|
||||
<% end %>
|
||||
|
||||
4
app/views/vehicles/_search.html.erb
Normal file
4
app/views/vehicles/_search.html.erb
Normal file
@@ -0,0 +1,4 @@
|
||||
<%= 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 %>
|
||||
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>
|
||||
@@ -1,10 +1,4 @@
|
||||
<h1>Customer Vehicles</h1>
|
||||
<h2>Customer Vehicles <span style="float:right"> <%= render :partial => 'vehicles/search' %> </span> </h2>
|
||||
<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" %>
|
||||
<%= button_to "New Vehicle", new_vehicle_path, method: :get %>
|
||||
<% end %>
|
||||
|
||||
<%= render :partial => 'vehicles/list' %>
|
||||
|
||||
@@ -1,3 +1,3 @@
|
||||
<h1>New Customer Vehicle</h1>
|
||||
<h2>New Customer Vehicle</h2>
|
||||
<br/>
|
||||
<%= render :partial => 'vehicles/form' %>
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
<h1>Vehicle #<%=@vehicle.id%> </h1>
|
||||
<h2>Vehicle #<%=@vehicle.id%> <span style="float:right"> <%= render :partial => 'customers/search' %> </span> </h2>
|
||||
<br/>
|
||||
|
||||
<div style="text-align: left; width:90%;">
|
||||
|
||||
18
app/workers/email_worker.rb
Normal file
18
app/workers/email_worker.rb
Normal file
@@ -0,0 +1,18 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2017 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.
|
||||
|
||||
# This sidekiq worker class will handle emailing weekly time reports
|
||||
class EmailWorker
|
||||
include Sidekiq::Worker
|
||||
|
||||
def perform()
|
||||
# email something
|
||||
end
|
||||
end
|
||||
23
assets/javascripts/application.js
Normal file
23
assets/javascripts/application.js
Normal file
@@ -0,0 +1,23 @@
|
||||
$(function() {
|
||||
$("input#issue_customer_id").on("change", function() {
|
||||
$.ajax({
|
||||
url: "/filter_vehicles_by_customer",
|
||||
type: "GET",
|
||||
data: { selected_customer: $("input#issue_customer_id").val() }
|
||||
});
|
||||
|
||||
$.ajax({
|
||||
url: "/filter_estimates_by_customer",
|
||||
type: "GET",
|
||||
data: { selected_customer: $("input#issue_customer_id").val() }
|
||||
});
|
||||
});
|
||||
|
||||
$("input#project_customer_id").on("change", function() {
|
||||
$.ajax({
|
||||
url: "/filter_vehicles_by_customer",
|
||||
type: "GET",
|
||||
data: { selected_customer: $("input#project_customer_id").val() }
|
||||
});
|
||||
});
|
||||
});
|
||||
1
assets/javascripts/autocomplete-rails.js
Normal file
1
assets/javascripts/autocomplete-rails.js
Normal file
@@ -0,0 +1 @@
|
||||
!function(t){t.fn.railsAutocomplete=function(e){var a=function(){this.railsAutoCompleter||(this.railsAutoCompleter=new t.railsAutocomplete(this))};if(void 0!==t.fn.on){if(!e)return;return t(document).on("focus",e,a)}return this.live("focus",a)},t.railsAutocomplete=function(t){var e=t;this.init(e)},t.railsAutocomplete.options={showNoMatches:!0,noMatchesLabel:"no existing match"},t.railsAutocomplete.fn=t.railsAutocomplete.prototype={railsAutocomplete:"0.0.1"},t.railsAutocomplete.fn.extend=t.railsAutocomplete.extend=t.extend,t.railsAutocomplete.fn.extend({init:function(e){function a(t){return t.split(e.delimiter)}function i(t){return a(t).pop().replace(/^\s+/,"")}e.delimiter=t(e).attr("data-delimiter")||null,e.min_length=t(e).attr("data-min-length")||t(e).attr("min-length")||2,e.append_to=t(e).attr("data-append-to")||null,e.autoFocus=t(e).attr("data-auto-focus")||!1,t(e).autocomplete({appendTo:e.append_to,autoFocus:e.autoFocus,delay:t(e).attr("delay")||0,source:function(a,r){var n=this.element[0],o={term:i(a.term)};t(e).attr("data-autocomplete-fields")&&t.each(t.parseJSON(t(e).attr("data-autocomplete-fields")),function(e,a){o[e]=t(a).val()}),t.getJSON(t(e).attr("data-autocomplete"),o,function(){var a={};t.extend(a,t.railsAutocomplete.options),t.each(a,function(i,r){if(a.hasOwnProperty(i)){var n=t(e).attr("data-"+i);a[i]=n?n:r}}),0==arguments[0].length&&t.inArray(a.showNoMatches,[!0,"true"])>=0&&(arguments[0]=[],arguments[0][0]={id:"",label:a.noMatchesLabel}),t(arguments[0]).each(function(a,i){var r={};r[i.id]=i,t(e).data(r)}),r.apply(null,arguments),t(n).trigger("railsAutocomplete.source",arguments)})},change:function(e,a){if(t(this).is("[data-id-element]")&&""!==t(t(this).attr("data-id-element")).val()&&(t(t(this).attr("data-id-element")).val(a.item?a.item.id:"").trigger("change"),t(this).attr("data-update-elements"))){var i=t.parseJSON(t(this).attr("data-update-elements")),r=a.item?t(this).data(a.item.id.toString()):{};if(i&&""===t(i.id).val())return;for(var n in i){var o=t(i[n]);o.is(":checkbox")?null!=r[n]&&o.prop("checked",r[n]):o.val(a.item?r[n]:"").trigger("change")}}},search:function(){var t=i(this.value);return t.length<e.min_length?!1:void 0},focus:function(){return!1},select:function(i,r){if(r.item.value=r.item.value.toString(),-1!=r.item.value.toLowerCase().indexOf("no match")||-1!=r.item.value.toLowerCase().indexOf("too many results"))return t(this).trigger("railsAutocomplete.noMatch",r),!1;var n=a(this.value);if(n.pop(),n.push(r.item.value),null!=e.delimiter)n.push(""),this.value=n.join(e.delimiter);else if(this.value=n.join(""),t(this).attr("data-id-element")&&t(t(this).attr("data-id-element")).val(r.item.id).trigger("change"),t(this).attr("data-update-elements")){var o=r.item,l=-1!=r.item.value.indexOf("Create New")?!0:!1,u=t.parseJSON(t(this).attr("data-update-elements"));for(var s in u)"checkbox"===t(u[s]).attr("type")?o[s]===!0||1===o[s]?t(u[s]).attr("checked","checked"):t(u[s]).removeAttr("checked"):l&&o[s]&&-1==o[s].indexOf("Create New")||!l?t(u[s]).val(o[s]).trigger("change"):t(u[s]).val("").trigger("change")}var c=this.value;return t(this).bind("keyup.clearId",function(){t.trim(t(this).val())!=t.trim(c)&&(t(t(this).attr("data-id-element")).val("").trigger("change"),t(this).unbind("keyup.clearId"))}),t(e).trigger("railsAutocomplete.select",r),!1}}),t(e).trigger("railsAutocomplete.init")}}),t(document).ready(function(){t("input[data-autocomplete]").railsAutocomplete("input[data-autocomplete]")})}(jQuery);
|
||||
@@ -1,3 +0,0 @@
|
||||
Edmunds::Api.configure do |config|
|
||||
config.api_key = '2dheutzvhxs28dzukx5tgu47'
|
||||
end
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 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:
|
||||
#
|
||||
@@ -17,5 +17,8 @@ en:
|
||||
field_qbo_invoice: "Invoice"
|
||||
field_qbo_estimate: "Estimate"
|
||||
field_vehicles: "Vehicle"
|
||||
field_vehicle: "Vehicle"
|
||||
field_vin: "VIN"
|
||||
field_notes: "Notes"
|
||||
field_qbo_billed: "Billed"
|
||||
label_week: "Week"
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 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:
|
||||
#
|
||||
@@ -8,17 +8,42 @@
|
||||
#
|
||||
#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
|
||||
|
||||
#manual billing
|
||||
get 'qbo/bill/:id', :to => 'qbo#bill', as: :bill
|
||||
|
||||
#customer issue view
|
||||
get 'customers/view/:token', :to => 'customers#view', as: :view
|
||||
|
||||
#payments
|
||||
resources :payments
|
||||
|
||||
#webhook
|
||||
post 'qbo/webhook', :to => 'qbo#qbo_webhook'
|
||||
|
||||
#java script routes
|
||||
get 'filter_vehicles_by_customer' => 'customers#filter_vehicles_by_customer'
|
||||
get 'filter_estimates_by_customer' => 'customers#filter_estimates_by_customer'
|
||||
get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer'
|
||||
|
||||
# Nest Vehicles under customers
|
||||
resources :customers do
|
||||
resources :vehicles
|
||||
get :autocomplete_customer_name, :on => :collection
|
||||
end
|
||||
|
||||
#allow for just vehicles too
|
||||
resources :vehicles
|
||||
resources :customers
|
||||
|
||||
27
db/migrate/021_add_issues_qbo_invoices.rb
Normal file
27
db/migrate/021_add_issues_qbo_invoices.rb
Normal file
@@ -0,0 +1,27 @@
|
||||
#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 AddIssuesQboInvoices < ActiveRecord::Migration
|
||||
def self.up
|
||||
create_table :issues_qbo_invoices, :id => false do |t|
|
||||
t.references :issue
|
||||
t.references :qbo_invoice
|
||||
end
|
||||
|
||||
add_index :issues_qbo_invoices, [:issue_id, :qbo_invoice_id], :unique => true
|
||||
|
||||
# Now populate it with a SQL one-liner!
|
||||
execute "insert into issues_qbo_invoices(issue_id, qbo_invoice_id) select id, qbo_invoice_id from issues"
|
||||
end
|
||||
|
||||
def self.down
|
||||
drop_table :issues_qbo_invoices
|
||||
end
|
||||
end
|
||||
@@ -8,10 +8,8 @@
|
||||
#
|
||||
#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.
|
||||
|
||||
module ActiveSupport::Callbacks::ClassMethods
|
||||
def without_callback(*args, &block)
|
||||
skip_callback(*args)
|
||||
yield
|
||||
set_callback(*args)
|
||||
class UpdateIssuesRemoveInvoice < ActiveRecord::Migration
|
||||
def change
|
||||
remove_reference :issues, :qbo_invoice
|
||||
end
|
||||
end
|
||||
19
db/migrate/023_create_customer_tokens.rb
Normal file
19
db/migrate/023_create_customer_tokens.rb
Normal file
@@ -0,0 +1,19 @@
|
||||
#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 CreateCustomerTokens < ActiveRecord::Migration
|
||||
def change
|
||||
create_table :customer_tokens do |t|
|
||||
t.string :token
|
||||
t.timestamp :expires_at
|
||||
t.references :issue
|
||||
end
|
||||
end
|
||||
end
|
||||
16
db/migrate/024_update_invoices_and_estimates.rb
Normal file
16
db/migrate/024_update_invoices_and_estimates.rb
Normal file
@@ -0,0 +1,16 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2017 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 UpdateInvoicesAndEstimates < ActiveRecord::Migration
|
||||
def change
|
||||
add_reference :qbo_invoices, :customer, index: true
|
||||
add_reference :qbo_estimates, :customer, index: true
|
||||
end
|
||||
end
|
||||
16
db/migrate/025_update_projects.rb
Normal file
16
db/migrate/025_update_projects.rb
Normal file
@@ -0,0 +1,16 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2017 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 UpdateProjects < ActiveRecord::Migration
|
||||
def change
|
||||
add_reference :projects, :customer, index: true
|
||||
add_reference :projects, :vehicle, index: true
|
||||
end
|
||||
end
|
||||
26
db/migrate/026_create_line_items.rb
Normal file
26
db/migrate/026_create_line_items.rb
Normal file
@@ -0,0 +1,26 @@
|
||||
#The License
|
||||
#
|
||||
#Copyright (c) 2018 Rick Barrette - All Rights Reserved
|
||||
#
|
||||
#Unauthorized copying of this software and associated documentation files (the "Software"), via any medium is strictly prohibited.
|
||||
#
|
||||
#Proprietary and confidential
|
||||
#
|
||||
#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 CreateLineItems < ActiveRecord::Migration
|
||||
def change
|
||||
create_table :line_items do |t|
|
||||
t.integer :item_id
|
||||
t.float :amount
|
||||
t.string :description
|
||||
t.float :unit_price
|
||||
t.float :quantity
|
||||
t.boolean :billed
|
||||
end
|
||||
|
||||
add_reference :line_items, :issues, index: true
|
||||
end
|
||||
end
|
||||
15
db/migrate/027_add_customers_phone_number.rb
Normal file
15
db/migrate/027_add_customers_phone_number.rb
Normal file
@@ -0,0 +1,15 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2019 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 AddCustomersPhoneNumber < ActiveRecord::Migration
|
||||
def change
|
||||
add_column :customers, :phone_number, :string
|
||||
end
|
||||
end
|
||||
15
db/migrate/028_add_customers_mobile_phone_number.rb
Normal file
15
db/migrate/028_add_customers_mobile_phone_number.rb
Normal file
@@ -0,0 +1,15 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2019 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 AddCustomersMobilePhoneNumber < ActiveRecord::Migration
|
||||
def change
|
||||
add_column :customers, :mobile_phone_number, :string
|
||||
end
|
||||
end
|
||||
17
db/migrate/029_update_qbos_types.rb
Normal file
17
db/migrate/029_update_qbos_types.rb
Normal file
@@ -0,0 +1,17 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2020 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 UpdateQbosTypes < ActiveRecord::Migration
|
||||
|
||||
def change
|
||||
change_column :qbos, :qb_token, :text
|
||||
change_column :qbos, :qb_secret, :text
|
||||
end
|
||||
end
|
||||
17
db/migrate/030_update_qbos_token.rb
Normal file
17
db/migrate/030_update_qbos_token.rb
Normal file
@@ -0,0 +1,17 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2020 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 UpdateQbosToken < ActiveRecord::Migration
|
||||
|
||||
def change
|
||||
add_column :qbos, :token, :text
|
||||
add_column :qbos, :expire, :datetime
|
||||
end
|
||||
end
|
||||
35
init.rb
35
init.rb
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2020 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:
|
||||
#
|
||||
@@ -15,21 +15,27 @@ Redmine::Plugin.register :redmine_qbo do
|
||||
require_dependency 'issues_save_hook_listener'
|
||||
require_dependency 'issues_show_hook_listener'
|
||||
require_dependency 'users_show_hook_listener'
|
||||
|
||||
require_dependency 'header_footer_hook_listener'
|
||||
require_dependency 'projects_form_hook_listener'
|
||||
require_dependency 'view_hook_listener'
|
||||
|
||||
# Patches to the Redmine core. Will not work in development mode
|
||||
require_dependency 'issue_patch'
|
||||
require_dependency 'project_patch'
|
||||
require_dependency 'user_patch'
|
||||
require_dependency 'query_patch'
|
||||
require_dependency 'time_entry_query_patch'
|
||||
require_dependency 'pdf_patch'
|
||||
require_dependency 'attachments_controller_patch'
|
||||
|
||||
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 '0.0.8'
|
||||
version '0.8.1'
|
||||
url 'https://github.com/rickbarrette/redmine_qbo'
|
||||
author_url 'http://rickbarrette.org'
|
||||
settings :default => {'empty' => true}, :partial => 'qbo/settings'
|
||||
|
||||
|
||||
# Add safe attributes
|
||||
Issue.safe_attributes 'customer_id'
|
||||
Issue.safe_attributes 'qbo_item_id'
|
||||
@@ -38,16 +44,23 @@ Redmine::Plugin.register :redmine_qbo do
|
||||
Issue.safe_attributes 'vehicles_id'
|
||||
User.safe_attributes 'qbo_employee_id'
|
||||
TimeEntry.safe_attributes 'qbo_billed'
|
||||
|
||||
Project.safe_attributes 'customer_id'
|
||||
Project.safe_attributes 'vehicle_id'
|
||||
|
||||
# We are playing in the sandbox
|
||||
#Quickbooks.sandbox_mode = true
|
||||
|
||||
|
||||
# set per_page globally
|
||||
WillPaginate.per_page = 10
|
||||
|
||||
WillPaginate.per_page = 20
|
||||
|
||||
permission :view_customers, :customers => :index, :public => false
|
||||
permission :add_customers, :customers => :new, :public => false
|
||||
permission :view_payments, :payments => :index, :public => false
|
||||
permission :add_payments, :payments => :new, :public => false
|
||||
permission :view_vehicles, :payments => :new, :public => false
|
||||
|
||||
# Register QBO top menu item
|
||||
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 :top_menu, :customers, { :controller => :customers, :action => :index }, :caption => 'Customers', :if => Proc.new { User.current.logged? }
|
||||
|
||||
|
||||
end
|
||||
|
||||
38
lib/attachments_controller_patch.rb
Normal file
38
lib/attachments_controller_patch.rb
Normal file
@@ -0,0 +1,38 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2017 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.
|
||||
|
||||
require_dependency 'attachments_controller'
|
||||
|
||||
module AttachmentsControllerPatch
|
||||
|
||||
def self.included(base) # :nodoc:
|
||||
base.extend(ClassMethods)
|
||||
|
||||
base.send(:include, InstanceMethods)
|
||||
|
||||
# Same as typing in the class
|
||||
base.class_eval do
|
||||
unloadable # Send unloadable so it will not be unloaded in development
|
||||
|
||||
skip_before_action :read_authorize
|
||||
end
|
||||
end
|
||||
|
||||
module ClassMethods
|
||||
|
||||
end
|
||||
|
||||
module InstanceMethods
|
||||
|
||||
end
|
||||
end
|
||||
|
||||
# Add module to AttachmentsController
|
||||
AttachmentsController.send(:include, AttachmentsControllerPatch)
|
||||
19
lib/header_footer_hook_listener.rb
Normal file
19
lib/header_footer_hook_listener.rb
Normal file
@@ -0,0 +1,19 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2017 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 HeaderFooterHookListener < Redmine::Hook::ViewListener
|
||||
|
||||
def view_layouts_base_html_head(context = {})
|
||||
#nothing
|
||||
end
|
||||
|
||||
def view_layouts_base_body_bottom(context = {})
|
||||
return "<div id='qbo_footer' align='center'><b>Last Sync: </b> #{Qbo.last_sync if Qbo.exists?}</div>"
|
||||
end
|
||||
end
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2020 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:
|
||||
#
|
||||
@@ -23,9 +23,11 @@ module IssuePatch
|
||||
base.class_eval do
|
||||
unloadable # Send unloadable so it will not be unloaded in development
|
||||
belongs_to :customer, primary_key: :id
|
||||
belongs_to :qbo_item, primary_key: :id
|
||||
belongs_to :customer_token, primary_key: :id
|
||||
belongs_to :qbo_estimate, primary_key: :id
|
||||
belongs_to :qbo_invoice, primary_key: :id
|
||||
has_and_belongs_to_many :qbo_invoices
|
||||
#, :association_foreign_key => 'issue_id', :class_name => 'Issue', :join_table => 'issues_qbo_invoices'
|
||||
|
||||
belongs_to :vehicle, primary_key: :id
|
||||
end
|
||||
|
||||
@@ -36,7 +38,72 @@ module IssuePatch
|
||||
end
|
||||
|
||||
module InstanceMethods
|
||||
|
||||
# Create billable time entries
|
||||
def bill_time
|
||||
|
||||
# Check to see if we have everything we need to bill the customer
|
||||
#return unless status.is_closed?
|
||||
return if assigned_to.nil?
|
||||
return unless Qbo.first
|
||||
return unless customer
|
||||
|
||||
# Get unbilled time entries
|
||||
spent_time = time_entries.where(qbo_billed: [false, nil])
|
||||
spent_hours ||= spent_time.sum(:hours) || 0
|
||||
|
||||
if spent_hours > 0 then
|
||||
|
||||
# Prepare to create a new Time Activity
|
||||
time_service = Qbo.get_base(:time_activity)
|
||||
item_service = Qbo.get_base(:item)
|
||||
time_entry = Quickbooks::Model::TimeActivity.new
|
||||
|
||||
# Lets total up each activity before billing.
|
||||
# This will simpify the invoicing with a single billable time entry per time activity
|
||||
h = Hash.new(0)
|
||||
spent_time.each do |entry|
|
||||
h[entry.activity.name] += entry.hours
|
||||
# update time entries billed status
|
||||
entry.qbo_billed = true
|
||||
entry.save
|
||||
end
|
||||
|
||||
# Now letes upload our totals for each activity as their own billable time entry
|
||||
h.each do |key, val|
|
||||
|
||||
# Convert float spent time to hours and minutes
|
||||
hours = val.to_i
|
||||
minutesDecimal = (( val - hours) * 60)
|
||||
minutes = minutesDecimal.to_i
|
||||
|
||||
# Lets match the activity to an qbo item
|
||||
item = item_service.query("SELECT * FROM Item WHERE Name = '#{key}' ").first
|
||||
next if item.nil?
|
||||
|
||||
# Create the new billable time entry and upload it
|
||||
time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}"
|
||||
# TODO entry.user.qbo_employee.id
|
||||
time_entry.employee_id = assigned_to.qbo_employee_id
|
||||
time_entry.customer_id = customer_id
|
||||
time_entry.billable_status = "Billable"
|
||||
time_entry.hours = hours
|
||||
time_entry.minutes = minutes
|
||||
time_entry.name_of = "Employee"
|
||||
time_entry.txn_date = Date.today
|
||||
time_entry.hourly_rate = item.unit_price
|
||||
time_entry.item_id = item.id
|
||||
time_entry.start_time = start_date
|
||||
time_entry.end_time = Time.now
|
||||
time_service.create(time_entry)
|
||||
end
|
||||
end
|
||||
end
|
||||
end
|
||||
|
||||
# Create a shareable link for a customer
|
||||
def share_token
|
||||
CustomerToken.create(:expires_at => Time.now + 1.month, :issue_id => id)
|
||||
end
|
||||
|
||||
end
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 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:
|
||||
#
|
||||
@@ -10,39 +10,51 @@
|
||||
|
||||
class IssuesFormHookListener < Redmine::Hook::ViewListener
|
||||
|
||||
# Load the javascript
|
||||
def view_layouts_base_html_head(context = {})
|
||||
js = javascript_include_tag 'application', :plugin => 'redmine_qbo'
|
||||
js += javascript_include_tag 'autocomplete-rails', :plugin => 'redmine_qbo'
|
||||
return js
|
||||
end
|
||||
|
||||
# Edit Issue Form
|
||||
# Show a dropdown for quickbooks contacts
|
||||
def view_issues_form_details_bottom(context={})
|
||||
f = context[:form]
|
||||
|
||||
#check project level customer/vehicle ownership first
|
||||
if context[:project]
|
||||
selected_customer = context[:project].customer ? context[:project].customer.id : nil
|
||||
selected_vehicle = context[:project].vehicle ? context[:project].vehicle.id : nil
|
||||
end
|
||||
|
||||
# Check to see if there is a quickbooks user attached to the issue
|
||||
selected_customer = context[:issue].customer ? context[:issue].customer.id : nil
|
||||
selected_item = context[:issue].qbo_item ? context[:issue].qbo_item.id : nil
|
||||
selected_invoice = context[:issue].qbo_invoice ? context[:issue].qbo_invoice.id : nil
|
||||
selected_estimate = context[:issue].qbo_estimate ? context[:issue].qbo_estimate.id : nil
|
||||
selected_vehicle = context[:issue].vehicles_id ? context[:issue].vehicles_id : nil
|
||||
|
||||
# Load customer information without callbacks
|
||||
customer = Customer.find_by_id(selected_customer) if selected_customer
|
||||
select_customer = f.select :customer_id, Customer.all.pluck(:name, :id).sort, :selected => selected_customer, include_blank: true
|
||||
|
||||
# Generate the drop down list of quickbooks items
|
||||
select_item = f.select :qbo_item_id, QboItem.all.pluck(:name, :id).sort, :selected => selected_item, include_blank: true
|
||||
|
||||
# Generate the drop down list of quickbooks invoices
|
||||
select_invoice = f.select :qbo_invoice_id, QboInvoice.all.pluck(:doc_number, :id).sort! {|x, y| y <=> x}, :selected => selected_invoice, include_blank: true
|
||||
|
||||
# Generate the drop down list of quickbooks extimates
|
||||
select_estimate = f.select :qbo_estimate_id, QboEstimate.all.pluck(:doc_number, :id).sort! {|x, y| y <=> x}, :selected => selected_estimate, include_blank: true
|
||||
# Load customer information
|
||||
customer = Customer.find_by_id(selected_customer) if selected_customer
|
||||
search_customer = f.autocomplete_field :customer, autocomplete_customer_name_customers_path, :selected => selected_customer, :update_elements => {:id => '#issue_customer_id', :value => '#issue_customer'}
|
||||
customer_id = f.hidden_field :customer_id, :id => "issue_customer_id"
|
||||
|
||||
if context[:issue].customer
|
||||
vehicles = customer.vehicles.pluck(:name, :id).sort!
|
||||
if customer.vehicles
|
||||
vehicles = customer.vehicles.pluck(:name, :id)
|
||||
else
|
||||
vehicles = [nil].compact
|
||||
end
|
||||
estimates = customer.qbo_estimates.pluck(:doc_number, :id).sort! {|x, y| y <=> x}
|
||||
else
|
||||
vehicles = Vehicle.all.order(:name).pluck(:name, :id)
|
||||
vehicles = [nil].compact
|
||||
estimates = [nil].compact
|
||||
end
|
||||
|
||||
# Generate the drop down list of quickbooks extimates
|
||||
select_estimate = f.select :qbo_estimate_id, estimates, :selected => selected_estimate, include_blank: true
|
||||
|
||||
vehicle = f.select :vehicles_id, vehicles, :selected => selected_vehicle, include_blank: true
|
||||
|
||||
return "<p>#{select_customer}</p> <p>#{select_item}</p> <p>#{select_invoice}</p> <p>#{select_estimate}</p> <p>#{vehicle}</p>"
|
||||
return "<p><label for=\"issue_customer\">Customer</label>#{search_customer} #{customer_id}</p> <p>#{select_estimate}</p> <p>#{vehicle}</p>"
|
||||
end
|
||||
end
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 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:
|
||||
#
|
||||
@@ -10,100 +10,10 @@
|
||||
|
||||
class IssuesSaveHookListener < Redmine::Hook::ViewListener
|
||||
|
||||
#Before Issue Saved
|
||||
def controller_issues_edit_before_save(context={})
|
||||
issue = context[:issue]
|
||||
|
||||
# Check to see if we have registered with QBO
|
||||
if Qbo.first && issue.customer && issue.qbo_item
|
||||
|
||||
# if this is a quote, lets create a new estimate based off estimated hours
|
||||
if issue.tracker.name = "Quote" && issue.status.name = "New" && issue.qbo_estimate
|
||||
|
||||
# Get QBO Services
|
||||
item_service = QboItem.get_base.service
|
||||
estimate_base = QboEstimate.get_base
|
||||
|
||||
# Create the estimate
|
||||
estimate = estimate_base.qr_model(:estimate)
|
||||
estimate.customer_id = issue.customer_id
|
||||
estimate.txn_date = Date.today
|
||||
|
||||
# Create the line item for labor
|
||||
item = item_service.fetch_by_id(issue.qbo_item_id)
|
||||
|
||||
line_item = Quickbooks::Model::InvoiceLineItem.new
|
||||
line_item.amount = item.unit_price * issue.estimated_hours
|
||||
line_item.description = issue.subject
|
||||
|
||||
line_item.sales_item! do |detail|
|
||||
detail.unit_price = item.unit_price
|
||||
detail.quantity = issue.estimated_hours
|
||||
detail.item_id = issue.qbo_item_id
|
||||
end
|
||||
|
||||
# Add the line items to the estimate
|
||||
estimate.line_items << line_item
|
||||
|
||||
# Save the etimate to the issue
|
||||
#issue.qbo_estimate_id = estimate_base.service.create(estimate).id
|
||||
#issue.save!
|
||||
end
|
||||
end
|
||||
end
|
||||
|
||||
# Called After Issue Saved
|
||||
# Called After Issue Saved
|
||||
def controller_issues_edit_after_save(context={})
|
||||
issue = context[:issue]
|
||||
|
||||
if issue.assigned_to
|
||||
employee_id = issue.assigned_to.qbo_employee_id
|
||||
issue.bill_time if issue.status.is_closed?
|
||||
end
|
||||
|
||||
# Check to see if we have registered with QBO and if the issue is closed.
|
||||
# If so then we need to create a new billable time activity for the customer
|
||||
bill_time(issue, employee_id) if Qbo.first && issue.customer && issue.qbo_item && employee_id && issue.status.is_closed?
|
||||
end
|
||||
end
|
||||
|
||||
# Create billable time entries
|
||||
def bill_time(issue, employee_id)
|
||||
|
||||
# Get unbilled time entries
|
||||
spent_time = issue.time_entries.where(qbo_billed: [false, nil])
|
||||
spent_hours ||= spent_time.sum(:hours) || 0
|
||||
|
||||
if spent_hours > 0 then
|
||||
|
||||
# Prepare to create a new Time Activity
|
||||
time_service = Qbo.get_base(:time_activity).service
|
||||
item_service = Qbo.get_base(:item).service
|
||||
time_entry = Quickbooks::Model::TimeActivity.new
|
||||
|
||||
# Convert float spent time to hours and minutes
|
||||
hours = spent_hours.to_i
|
||||
minutesDecimal = (( spent_hours - hours) * 60)
|
||||
minutes = minutesDecimal.to_i
|
||||
|
||||
# update time entries billed status
|
||||
spent_time.each do |entry|
|
||||
entry.qbo_billed = true
|
||||
entry.save
|
||||
end
|
||||
|
||||
item = item_service.fetch_by_id issue.qbo_item_id
|
||||
time_entry.description = "#{issue.tracker} ##{issue.id}: #{issue.subject}"
|
||||
time_entry.employee_id = employee_id
|
||||
time_entry.customer_id = issue.customer_id
|
||||
time_entry.billable_status = "Billable"
|
||||
time_entry.hours = hours
|
||||
time_entry.minutes = minutes
|
||||
time_entry.name_of = "Employee"
|
||||
time_entry.txn_date = Date.today
|
||||
time_entry.hourly_rate = item.unit_price
|
||||
time_entry.item_id = issue.qbo_item_id
|
||||
time_entry.start_time = issue.start_date
|
||||
time_entry.end_time = Time.now
|
||||
time_service.create(time_entry)
|
||||
end
|
||||
end
|
||||
end
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 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:
|
||||
#
|
||||
@@ -10,24 +10,16 @@
|
||||
|
||||
class IssuesShowHookListener < Redmine::Hook::ViewListener
|
||||
|
||||
# Additional context fields
|
||||
# :issue => the issue this is edited
|
||||
# :f => the form object to create additional fields
|
||||
#render_on :view_issues_show_details_bottom, :partial => 'hooks/redmine_qbo/_view_issues_show_details_bottom.html.erb'
|
||||
|
||||
# View Issue
|
||||
# Display the quickbooks contact in the issue
|
||||
def view_issues_show_details_bottom(context={})
|
||||
issue = context[:issue]
|
||||
|
||||
|
||||
# Check to see if there is a quickbooks user attached to the issue
|
||||
if issue.customer
|
||||
customer = link_to issue.customer.name, "#{Redmine::Utils::relative_url_root}/customers/#{issue.customer.id}"
|
||||
end
|
||||
|
||||
# Check to see if there is a quickbooks item attached to the issue
|
||||
item = issue.qbo_item ? issue.qbo_item.name : nil
|
||||
|
||||
# Estimate Number
|
||||
if issue.qbo_estimate
|
||||
estimate = issue.qbo_estimate.doc_number
|
||||
@@ -35,12 +27,15 @@ class IssuesShowHookListener < Redmine::Hook::ViewListener
|
||||
end
|
||||
|
||||
# Invoice Number
|
||||
if issue.qbo_invoice
|
||||
invoice = issue.qbo_invoice.doc_number
|
||||
invoice_link = link_to invoice, "#{Redmine::Utils::relative_url_root}/qbo/invoice/#{issue.qbo_invoice.id}", :target => "_blank"
|
||||
invoice_link = ""
|
||||
if issue.qbo_invoice_ids
|
||||
issue.qbo_invoice_ids.each do |i|
|
||||
invoice = QboInvoice.find i
|
||||
invoice_link = invoice_link + link_to( invoice.doc_number, "#{Redmine::Utils::relative_url_root}/qbo/invoice/#{i}", :target => "_blank").to_s + " "
|
||||
invoice_link = invoice_link.html_safe
|
||||
end
|
||||
end
|
||||
|
||||
|
||||
begin
|
||||
v = Vehicle.find(issue.vehicles_id)
|
||||
vehicle = link_to v.to_s, "#{Redmine::Utils::relative_url_root}/vehicles/#{v.id}"
|
||||
@@ -50,46 +45,25 @@ class IssuesShowHookListener < Redmine::Hook::ViewListener
|
||||
#do nothing
|
||||
end
|
||||
|
||||
return "
|
||||
<div class=\"attributes\">
|
||||
|
||||
<div class=\"customer_id attribute\">
|
||||
<div class=\"label\"><span>Customer</span>:</div>
|
||||
<div class=\"value\">#{customer}</div>
|
||||
</div>
|
||||
|
||||
<div class=\"qbo_item_id attribute\">
|
||||
<div class=\"label\"><span>Item</span>:</div>
|
||||
<div class=\"value\">#{item}</div>
|
||||
</div>
|
||||
split_vin = vin.scan(/.{1,9}/) if vin
|
||||
|
||||
<div class=\"qbo_estimate_id attribute\">
|
||||
<div class=\"label\"><span>Estimate</span>:</div>
|
||||
<div class=\"value\">#{estimate_link}</div>
|
||||
</div>
|
||||
|
||||
<div class=\"qbo_invoice_id attribute\">
|
||||
<div class=\"label\"><span>Invoice</span>:</div>
|
||||
<div class=\"value\">#{invoice_link}</div>
|
||||
</div>
|
||||
|
||||
<br/>
|
||||
context[:controller].send(:render_to_string, {
|
||||
:partial => 'qbo/issues_show_details',
|
||||
locals: {
|
||||
customer: customer,
|
||||
estimate_link: estimate_link,
|
||||
invoice_link: invoice_link,
|
||||
vehicle: vehicle,
|
||||
split_vin: split_vin,
|
||||
notes: notes
|
||||
}
|
||||
})
|
||||
end
|
||||
|
||||
<div class=\"vehicle attribute\">
|
||||
<div class=\"label\"><span>Vehicle</span>:</div>
|
||||
<div class=\"value\">#{vehicle}</div>
|
||||
</div>
|
||||
|
||||
<div class=\"vehicle_vin attribute\">
|
||||
<div class=\"label\"><span>VIN</span>:</div>
|
||||
<div class=\"value\">#{vin.gsub(/(.{9})/, '\1 ') if vin}</div>
|
||||
</div>
|
||||
|
||||
<div class=\"vehicle_notes attribute\">
|
||||
<div class=\"label\"><span>Notes</span>:</div>
|
||||
<div class=\"value\">#{notes}</div>
|
||||
</div>
|
||||
</div>"
|
||||
def view_issues_show_description_bottom(context={})
|
||||
bill_button = button_to "Bill Time", "#{Redmine::Utils::relative_url_root}/qbo/bill/#{context[:issue].id}", method: :get if User.current.admin?
|
||||
share_button = button_to "Share", "#{Redmine::Utils::relative_url_root}/customers/view/#{context[:issue].share_token.token}", method: :get if User.current.logged?
|
||||
return "<br/> #{bill_button} #{share_button}"
|
||||
end
|
||||
|
||||
end
|
||||
|
||||
@@ -51,7 +51,7 @@ module IssuesPdfHelperPatch
|
||||
vin = v ? v.vin : nil
|
||||
notes = v ? v.notes : nil
|
||||
left << [l(:field_vehicles), vehicle]
|
||||
left << [l(:field_vin), vin.gsub(/(.{9})/, '\1 ')]
|
||||
left << [l(:field_vin), vin ? vin.gsub(/(.{9})/, '\1 ') : nil]
|
||||
#left << [l(:field_notes), notes]
|
||||
|
||||
right = []
|
||||
|
||||
40
lib/project_patch.rb
Normal file
40
lib/project_patch.rb
Normal file
@@ -0,0 +1,40 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2017 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.
|
||||
|
||||
require_dependency 'project'
|
||||
|
||||
# Patches Redmine's Projects dynamically.
|
||||
# Adds a relationships
|
||||
module ProjectPatch
|
||||
|
||||
def self.included(base) # :nodoc:
|
||||
base.extend(ClassMethods)
|
||||
|
||||
base.send(:include, InstanceMethods)
|
||||
|
||||
# Same as typing in the class
|
||||
base.class_eval do
|
||||
unloadable # Send unloadable so it will not be unloaded in development
|
||||
belongs_to :customer, primary_key: :id
|
||||
belongs_to :vehicle, primary_key: :id
|
||||
end
|
||||
end
|
||||
end
|
||||
|
||||
module ClassMethods
|
||||
|
||||
end
|
||||
|
||||
module InstanceMethods
|
||||
|
||||
end
|
||||
|
||||
# Add module to Project
|
||||
Project.send(:include, ProjectPatch)
|
||||
36
lib/projects_form_hook_listener.rb
Normal file
36
lib/projects_form_hook_listener.rb
Normal file
@@ -0,0 +1,36 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2017 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 ProjectsFormHookListener < Redmine::Hook::ViewListener
|
||||
|
||||
# Edit Project Form
|
||||
def view_projects_form(context={})
|
||||
f = context[:form]
|
||||
|
||||
# Check to see if there is a quickbooks user attached to the issue
|
||||
selected_customer = context[:project].customer ? context[:project].customer : nil
|
||||
selected_vehicle = context[:project].vehicle_id ? context[:project].vehicle_id : nil
|
||||
|
||||
# Load customer information
|
||||
customer = Customer.find_by_id(selected_customer) if selected_customer
|
||||
search_customer = f.autocomplete_field :customer, autocomplete_customer_name_customers_path, :selected => selected_customer, :update_elements => {:id => '#project_customer_id', :value => '#project_customer'}
|
||||
customer_id = f.hidden_field :customer_id, :id => "project_customer_id"
|
||||
|
||||
if context[:project].customer
|
||||
vehicles = customer.vehicles.pluck(:name, :id).sort!
|
||||
else
|
||||
vehicles = [nil].compact
|
||||
end
|
||||
|
||||
vehicle = f.select :vehicle_id, vehicles, :selected => selected_vehicle, include_blank: true
|
||||
|
||||
return "<p><label for=\"project_customer\">Customer</label>#{search_customer} #{customer_id}</p> <p>#{vehicle}</p>"
|
||||
end
|
||||
end
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 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:
|
||||
#
|
||||
@@ -36,6 +36,7 @@ module QueryPatch
|
||||
unless @available_columns
|
||||
@available_columns = available_columns_without_qbo
|
||||
@available_columns << QueryColumn.new(:customer, :sortable => "#{Customer.table_name}.name", :groupable => true, :caption => :field_customer)
|
||||
@available_columns << QueryColumn.new(:qbo_billed, :sortable => "#{TimeEntry.table_name}.qbo_billed", :groupable => true, :caption => :field_qbo_billed)
|
||||
end
|
||||
@available_columns
|
||||
end
|
||||
@@ -51,16 +52,16 @@ module QueryPatch
|
||||
# :order => @available_filters.size + 1},
|
||||
#}
|
||||
|
||||
qbo_filters = {
|
||||
"customer_id" => {
|
||||
:id => :customer_id,
|
||||
:type => :list_optional,
|
||||
:order => @available_filters.size + 1,
|
||||
#qbo_filters = {
|
||||
# "customer_id" => {
|
||||
# :id => :customer_id,
|
||||
# :type => :list_optional
|
||||
#:order => @available_filters.size + 1,
|
||||
#:values => Customer.find(:all).collect { |c| [c.name, c.id.to_s]}
|
||||
}
|
||||
}
|
||||
# }
|
||||
#}
|
||||
|
||||
@available_filters.merge!(qbo_filters)
|
||||
#@available_filters.merge!(qbo_filters)
|
||||
end
|
||||
@available_filters
|
||||
end
|
||||
|
||||
71
lib/time_entry_query_patch.rb
Normal file
71
lib/time_entry_query_patch.rb
Normal file
@@ -0,0 +1,71 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2017 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.
|
||||
|
||||
require_dependency 'time_entry_query'
|
||||
|
||||
module TimeEntryQueryPatch
|
||||
|
||||
def self.included(base) # :nodoc:
|
||||
base.extend(ClassMethods)
|
||||
|
||||
base.send(:include, InstanceMethods)
|
||||
|
||||
# Same as typing in the class
|
||||
base.class_eval do
|
||||
unloadable # Send unloadable so it will not be unloaded in development
|
||||
|
||||
alias_method_chain :available_columns, :qbo_billed
|
||||
alias_method_chain :available_filters, :qbo_billed
|
||||
end
|
||||
end
|
||||
|
||||
module ClassMethods
|
||||
|
||||
end
|
||||
|
||||
module InstanceMethods
|
||||
|
||||
def available_columns_with_qbo_billed
|
||||
unless @available_columns
|
||||
@available_columns = available_columns_without_qbo
|
||||
@available_columns << QueryColumn.new(:qbo_billed, :sortable => "#{TimeEntry.table_name}.name", :groupable => true, :caption => :field_qbo_billed)
|
||||
end
|
||||
@available_columns
|
||||
end
|
||||
|
||||
def available_filters_with_qbo_billed
|
||||
unless @available_filters
|
||||
@available_filters = available_filters_without_qbo
|
||||
|
||||
#qbo_filters = {
|
||||
# :customer => {
|
||||
# :id => l(:field_qbo_billed),
|
||||
# :type => :boolean,
|
||||
# :order => @available_filters.size + 1},
|
||||
#}
|
||||
|
||||
qbo_filters = {
|
||||
"qbo_billed" => {
|
||||
:id => :qbo_billed,
|
||||
:type => :list_optional,
|
||||
:order => @available_filters.size + 1,
|
||||
#:values => Customer.find(:all).collect { |c| [c.name, c.id.to_s]}
|
||||
}
|
||||
}
|
||||
|
||||
@available_filters.merge!(qbo_filters)
|
||||
end
|
||||
@available_filters
|
||||
end
|
||||
end
|
||||
end
|
||||
|
||||
# Add module to TimeEntryQuery
|
||||
TimeEntryQuery.send(:include, QueryPatch)
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 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:
|
||||
#
|
||||
@@ -36,4 +36,4 @@ module UserPatch
|
||||
end
|
||||
|
||||
# Add module to Issue
|
||||
User.send(:include, UserPatch)
|
||||
User.send(:include, UserPatch)
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
#The MIT License (MIT)
|
||||
#
|
||||
#Copyright (c) 2016 rick barrette
|
||||
#Copyright (c) 2017 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:
|
||||
#
|
||||
|
||||
3
lib/view_hook_listener.rb
Normal file
3
lib/view_hook_listener.rb
Normal file
@@ -0,0 +1,3 @@
|
||||
class ViewHookListener < Redmine::Hook::ViewListener
|
||||
render_on :view_layouts_base_sidebar, :partial => "customers/sidebar"
|
||||
end
|
||||
9
test/unit/customer_token_test.rb
Normal file
9
test/unit/customer_token_test.rb
Normal file
@@ -0,0 +1,9 @@
|
||||
require File.expand_path('../../test_helper', __FILE__)
|
||||
|
||||
class CustomerTokenTest < ActiveSupport::TestCase
|
||||
|
||||
# Replace this with your real tests.
|
||||
def test_truth
|
||||
assert true
|
||||
end
|
||||
end
|
||||
Reference in New Issue
Block a user