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57 Commits
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51
app/controllers/payments_controller.rb
Normal file
51
app/controllers/payments_controller.rb
Normal file
@@ -0,0 +1,51 @@
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#The MIT License (MIT)
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#
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#Copyright (c) 2016 rick barrette
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#
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#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:
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#
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#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
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#
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#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.
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class PaymentsController < ApplicationController
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unloadable
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include AuthHelper
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before_filter :require_user
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def new
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@payment = Payment.new
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@customers = Customer.all
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@accounts = Qbo.get_base(:account).service.query("SELECT Id, Name FROM Account WHERE AccountType = 'Bank' ")
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@payment_methods = Qbo.get_base(:payment_method).service.all
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end
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def create
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@payment = Payment.new(params[:payment])
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if @payment.save
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flash[:notice] = "Payment Saved"
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redirect_to Customer.find_by_id(@payment.customer_id)
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else
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flash[:error] = @payment.errors.full_messages.to_sentence
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redirect_to new_customer_path
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end
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end
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private
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def only_one_non_zero?( array )
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found_non_zero = false
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array.each do |val|
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if val!=0
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return false if found_non_zero
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found_non_zero = true
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end
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end
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found_non_zero
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end
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end
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@@ -38,9 +38,7 @@ class VehiclesController < ApplicationController
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def new
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@vehicle = Vehicle.new
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@customers = Customer.all.order(:name)
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if params[:customer]
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@customer = Customer.find_by_id(params[:customer])
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end
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@customer = params[:customer_id] if params[:customer_id]
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end
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# create a new vehicle
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@@ -142,7 +142,18 @@ class Customer < ActiveRecord::Base
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# Searchs the database for a customer by name
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def self.search(search)
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where("name LIKE ?", "%#{search}%").order(:name)
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customers = where("name LIKE ?", "%#{search}%")
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#if customers.empty?
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# service = Qbo.get_base(:customer).service
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# results = service.query("Select Id From Customer Where PrimaryPhone LIKE '%#{search}%' AND Mobile LIKE '%#{search}%'")
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# results.each do |customer|
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# customers << Customer.find_by_id(customer.id)
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# end
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#end
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return customers.order(:name)
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end
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# proforms a bruteforce sync operation
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37
app/models/payment.rb
Normal file
37
app/models/payment.rb
Normal file
@@ -0,0 +1,37 @@
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#The MIT License (MIT)
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#
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#Copyright (c) 2016 rick barrette
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#
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#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:
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#
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#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
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#
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#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.
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class Payment
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unloadable
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include ActiveModel::Model
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attr_accessor :errors, :customer_id, :account_id, :payment_method_id, :total_amount
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validates_presence_of :customer_id, :account_id, :payment_method_id, :total_amount
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validates :total_amount, numericality: true
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def save
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payment = Quickbooks::Model::Payment.new
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payment.customer_id = @customer_id.to_i
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payment.deposit_to_account_id = @account_id.to_i
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payment.payment_method_id = @payment_method_id.to_i
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payment.total = @total_amount
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Qbo.get_base(:payment).service.update(payment)
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end
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def save!
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save
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end
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# Dummy stub to make validtions happy.
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def update_attribute
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end
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end
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@@ -72,7 +72,7 @@ class Vehicle < ActiveRecord::Base
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# Force Upper Case for VIN numbers
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def vin=(val)
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# The to_s is in case you get nil/non-string
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write_attribute(:vin, val.to_s.upcase)
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write_attribute(:vin, val.to_s.scan(/^[A-Za-z0-9]+$/).join.upcase)
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end
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# search for a vin
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@@ -12,17 +12,22 @@
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<tr>
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<th>Primary Phone</th>
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<td><%= customer.primary_phone %></td>
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<td><%= number_to_phone(customer.primary_phone.gsub(/[^\d]/, '').to_i, area_code: true) if customer.primary_phone %></td>
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</tr>
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<tr>
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<th>Mobile Phone</th>
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<td><%= customer.mobile_phone %></td>
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<td><%= number_to_phone(customer.mobile_phone.gsub(/[^\d]/, '').to_i, area_code: true) if customer.mobile_phone %></td>
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</tr>
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<tr>
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<th>Notes</th>
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<td><%= customer.notes %></td>
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<tr>
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<th>Bill Address</th>
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<td><%= customer.billing_address %></td>
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</tr>
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<tr>
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<th>Shipping Address</th>
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<td><%= customer.shipping_address %></td>
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</tr>
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<tr>
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@@ -30,6 +35,21 @@
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<td><%= customer.issues.count %></td>
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</tr>
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<tr>
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<th>Account Balance</th>
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<td>$<%= customer.balance %></td>
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</tr>
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<tr>
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<th>Balance With Jobs</th>
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<td>$<%= customer.balance_with_jobs %></td>
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</tr>
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<tr>
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<th>Notes</th>
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<td><%= customer.notes %></td>
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</tr>
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<tr>
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<td>
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<%= button_to "Edit Customer", edit_customer_path(customer), method: :get%>
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@@ -3,19 +3,17 @@
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<%= form_tag(customers_path, :method => "get", id: "search-form") do %>
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<%= text_field_tag :search, params[:search], placeholder: "Search Customers" %>
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<%= submit_tag "Search" %>
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<%= button_to "New Customer", new_customer_path, method: :get %>
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<% end %>
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<br/>
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<% if @customers.present? %>
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<br/>
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<% @customers.each do |c| %>
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<div class="row">
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<div class="span6 columns">
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<%= link_to c, customer_path(c.id) %>
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<br/>
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<% @customers.each do |c| %>
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<div class="row">
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<div class="span6 columns">
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<%= link_to c, customer_path(c.id) %>
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</div>
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</div>
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</div>
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<% end %>
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<% end %>
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<div class="actions">
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<%= will_paginate @customers %>
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@@ -26,5 +24,5 @@
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<% end %>
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<div>
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<b>Last Sync: </b> <%= Qbo.last_sync %>
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<%= Customer.count %> Customers - <b>Last Sync: </b> <%= Qbo.last_sync %>
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</div>
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42
app/views/payments/_form.html.erb
Normal file
42
app/views/payments/_form.html.erb
Normal file
@@ -0,0 +1,42 @@
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<div class="row">
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<div class="span6 columns">
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<fieldset>
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<%= form_for @payment do |f| %>
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<div class="clearfix">
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Customer:
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<div class="input">
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<%= f.collection_select :customer_id, @customers, :id, :name, include_blank: true, :selected => @customer, :required => true%>
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</div>
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</div>
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<div class="clearfix">
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Deposit to Account:
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<div class="input">
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<%= f.collection_select :account_id, @accounts, :id, :name, include_blank: true, :selected => @account, :required => true%>
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</div>
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</div>
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<div class="clearfix">
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Payment Method:
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<div class="input">
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<%= f.collection_select :payment_method_id, @payment_methods, :id, :name, include_blank: true, :selected => @payment_method, :required => true%>
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</div>
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</div>
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<div class="clearfix">
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Amount:
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<div class="input">
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<%= f.number_field :total_amount %>
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</div>
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</div>
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<div class="actions">
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<%= f.submit %>
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</div>
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<% end %>
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</fieldset>
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</div>
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</div>
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3
app/views/payments/new.html.erb
Normal file
3
app/views/payments/new.html.erb
Normal file
@@ -0,0 +1,3 @@
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<h1>New Payment</h1>
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<br/>
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<%= render :partial => 'payments/form' %>
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@@ -6,7 +6,7 @@
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<div class="clearfix">
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Customer:
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<div class="input">
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<%= f.collection_select :customer_id, @customers, :id, :name, include_blank: true, :selected => params[:customer_id], :required => true%>
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<%= f.collection_select :customer_id, @customers, :id, :name, include_blank: true, :selected => @customer, :required => true%>
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</div>
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</div>
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@@ -41,18 +41,14 @@
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<div class="clearfix">
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Notes:
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<div class="input">
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<p>
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<%= link_to_function content_tag(:span, l(:button_edit), :class => 'icon icon-edit'), '$(this).hide(); $("#issue_description_and_toolbar").show()' unless @vehicle.new_record? %>
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<p>
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<%= content_tag 'span', :id => "issue_description_and_toolbar", :style => (@vehicle.new_record? ? nil : 'display:none') do %>
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<%= f.text_area :notes,
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<%= f.text_area :notes,
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:cols => 60,
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:rows => 10,
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:accesskey => accesskey(:edit),
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:class => 'wiki-edit',
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:no_label => true %>
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<% end %>
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</p>
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<%= wikitoolbar_for 'issue_description' %>
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</div>
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</div>
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@@ -2,9 +2,8 @@
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<br/>
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<%= form_tag(vehicles_path, :method => "get", id: "search-form") do %>
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<%= text_field_tag :search, params[:search], placeholder: "Search Vehicles by VIN" %>
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<%= submit_tag "Search" %>
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<%= button_to "New Vehicle", new_vehicle_path, method: :get %>
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<%= text_field_tag :search, params[:search], placeholder: "Search Vehicles by VIN" %>
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<%= submit_tag "Search" %>
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<% end %>
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<%= render :partial => 'vehicles/list' %>
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@@ -8,23 +8,35 @@
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#
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#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.
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# Plugin's routes
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# See: http://guides.rubyonrails.org/routing.html
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#
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# Main Quickbooks landing page
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get 'qbo', :to=> 'qbo#index'
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#authentication
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get 'qbo/authenticate', :to => 'qbo#authenticate'
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get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
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#manual sync
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get 'qbo/sync', :to => 'qbo#sync'
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# Estimate & Invoice PDF
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get 'qbo/estimate/:id', :to => 'estimate#show', as: :estimate
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get 'qbo/invoice/:id', :to => 'invoice#show', as: :invoice
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#payments
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#get 'qbo/payments', :to => 'payments#new'
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#post 'qbo/payments', :to => 'payments#create'
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resources :payments
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#webhook
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post 'qbo/webhook', :to => 'qbo#qbo_webhook'
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#ajax
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get "update_vehicles" => 'vehicles#update_vehicles', as: 'update_vehicles'
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|
||||
# Nest Vehicles under customers
|
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resources :customers do
|
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resources :vehicles
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end
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|
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#allow for just vehicles too
|
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resources :vehicles
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8
init.rb
8
init.rb
@@ -25,7 +25,7 @@ Redmine::Plugin.register :redmine_qbo do
|
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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 '0.2.0'
|
||||
version '0.3.0'
|
||||
url 'https://github.com/rickbarrette/redmine_qbo'
|
||||
author_url 'http://rickbarrette.org'
|
||||
settings :default => {'empty' => true}, :partial => 'qbo/settings'
|
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@@ -51,7 +51,11 @@ Redmine::Plugin.register :redmine_qbo do
|
||||
menu :top_menu, :vehicles, { :controller => :vehicles, :action => :index }, :caption => 'Vehicles', :if => Proc.new { User.current.logged? }
|
||||
|
||||
menu :application_menu, :new_customer, { :controller => :customers, :action => :new }, :caption => 'New Customer', :if => Proc.new { User.current.logged? }
|
||||
menu :application_menu, :new_payment, { :controller => :payments, :action => :new }, :caption => 'New Payment', :if => Proc.new { User.current.logged? }
|
||||
|
||||
permission :customers, { :customers => [:index, :new] }, :public => false
|
||||
menu :project_menu, :customers, { :controller => 'customers', :action => 'new' }, :caption => 'New Customer', :after => :activity, :param => :project_id
|
||||
menu :project_menu, :customers, { :controller => 'customers', :action => 'new' }, :caption => 'New Customer', :after => :new_issue, :param => :project_id
|
||||
|
||||
permission :payments, { :payments => [:index, :new] }, :public => false
|
||||
menu :project_menu, :payments, { :controller => 'payments', :action => 'new' }, :caption => 'New Payment', :after => :customers, :param => :project_id
|
||||
end
|
||||
|
||||
Reference in New Issue
Block a user