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2
LICENSE
2
LICENSE
@@ -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
|
||||
|
||||
12
README.md
12
README.md
@@ -1,4 +1,4 @@
|
||||
#Redmine Quickbooks Online
|
||||
# Redmine Quickbooks Online
|
||||
|
||||
A plugin for Redmine to connect to Quickbooks Online
|
||||
|
||||
@@ -8,7 +8,7 @@ The goal of this project is to allow Redmine to connect with Quickbooks Online t
|
||||
|
||||
`Note: I am currently using this in a live production enviroment with no issues`
|
||||
|
||||
####Features
|
||||
#### 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.
|
||||
@@ -27,14 +27,14 @@ The goal of this project is to allow Redmine to connect with Quickbooks Online t
|
||||
+ `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
|
||||
## 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
|
||||
|
||||
@@ -73,11 +73,11 @@ Note: After the inital synchronization, this plugin will recieve push notificati
|
||||
* Fix Issue sort by Customer
|
||||
* MORE Stuff...
|
||||
|
||||
##License
|
||||
## License
|
||||
|
||||
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:
|
||||
|
||||
|
||||
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:
|
||||
#
|
||||
@@ -27,7 +27,8 @@ class CustomersController < ApplicationController
|
||||
include SortHelper
|
||||
helper :timelog
|
||||
|
||||
before_filter :require_user, :except => :view
|
||||
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
|
||||
@@ -38,6 +39,14 @@ class CustomersController < ApplicationController
|
||||
@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]
|
||||
@@ -144,6 +153,14 @@ class CustomersController < ApplicationController
|
||||
|
||||
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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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 +12,8 @@ class PaymentsController < ApplicationController
|
||||
|
||||
include AuthHelper
|
||||
|
||||
before_filter :require_user
|
||||
|
||||
before_filter :check_permissions
|
||||
|
||||
def new
|
||||
@payment = Payment.new
|
||||
|
||||
@@ -32,10 +32,16 @@ class PaymentsController < ApplicationController
|
||||
else
|
||||
flash[:error] = @payment.errors.full_messages.to_sentence
|
||||
redirect_to new_customer_path
|
||||
end
|
||||
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
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
@@ -133,10 +133,10 @@ class QboController < ApplicationController
|
||||
Thread.new do
|
||||
if Qbo.exists?
|
||||
Customer.sync
|
||||
QboInvoice.sync
|
||||
QboItem.sync
|
||||
QboEmployee.sync
|
||||
QboEstimate.sync
|
||||
QboInvoice.sync
|
||||
|
||||
# Record the last sync time
|
||||
Qbo.update_time_stamp
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
@@ -57,6 +57,7 @@ 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
|
||||
@@ -101,15 +102,6 @@ class VehiclesController < ApplicationController
|
||||
end
|
||||
end
|
||||
|
||||
# returns a dynamic list of vehicles owned by a customer
|
||||
def update_vehicles
|
||||
@vehicles = Customer.find_by(customer_id: params[:customer_id].to_i).vehicles
|
||||
respond_to do |format|
|
||||
format.html { render(:text => "not implemented") }
|
||||
format.js
|
||||
end
|
||||
end
|
||||
|
||||
private
|
||||
|
||||
def only_one_non_zero?( array )
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
@@ -16,4 +16,38 @@ module AuthHelper
|
||||
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) 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:
|
||||
#
|
||||
@@ -13,6 +13,8 @@ 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
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
@@ -10,44 +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)
|
||||
Qbo.get_base(:estimate).service
|
||||
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) 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:
|
||||
#
|
||||
@@ -12,6 +12,7 @@ class QboInvoice < ActiveRecord::Base
|
||||
unloadable
|
||||
|
||||
has_and_belongs_to_many :issues
|
||||
belongs_to :customer
|
||||
attr_accessible :doc_number, :id
|
||||
validates_presence_of :doc_number, :id
|
||||
self.primary_key = :id
|
||||
@@ -59,6 +60,7 @@ class QboInvoice < ActiveRecord::Base
|
||||
qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
|
||||
qbo_invoice.doc_number = invoice.doc_number
|
||||
qbo_invoice.id = invoice.id
|
||||
qbo_invoice.customer_id = invoice.customer_ref
|
||||
qbo_invoice.save!
|
||||
|
||||
unless issue.qbo_invoices.include?(qbo_invoice)
|
||||
@@ -125,19 +127,17 @@ class QboInvoice < ActiveRecord::Base
|
||||
cf.string_value = value.value.to_s
|
||||
is_changed = true
|
||||
end
|
||||
end
|
||||
|
||||
# Use the max milage
|
||||
if cf.name.eql? "Mileage Out"
|
||||
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
|
||||
|
||||
# Everything else
|
||||
cf.string_value = value.value.to_s
|
||||
is_changed = true
|
||||
end
|
||||
end
|
||||
rescue
|
||||
@@ -148,6 +148,7 @@ class QboInvoice < ActiveRecord::Base
|
||||
# TODO Add some hooks here
|
||||
|
||||
# Push updates
|
||||
#invoice.sync_token += 1 if is_changed
|
||||
get_base.update(invoice) if is_changed
|
||||
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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
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 +1 @@
|
||||
$('select#issue_vehicles_id').html('<%= j options_from_collection_for_select(@filtered_vehicles, :id, :to_s) %>');
|
||||
$('select#issue_vehicles_id').html('<%= j content_tag(:option,'',:value=>"")+options_from_collection_for_select(@filtered_vehicles, :id, :to_s) %>');
|
||||
|
||||
@@ -13,7 +13,7 @@
|
||||
|
||||
<tr>
|
||||
<th>VIN</th>
|
||||
<td><%= vehicle.vin %></td>
|
||||
<td><%= @vin[0] if @vin %><b><%=@vin[1] if @vin%></b></td>
|
||||
</tr>
|
||||
|
||||
<tr>
|
||||
|
||||
@@ -41,14 +41,7 @@
|
||||
<div class="clearfix">
|
||||
Notes:
|
||||
<div class="input">
|
||||
<p>
|
||||
<%= content_tag 'span', :id => "issue_description_and_toolbar", :style => (@vehicle.new_record? ? nil : 'display:none') do %>
|
||||
<%= f.text_area :notes,
|
||||
:cols => 60,
|
||||
:rows => 10,
|
||||
:no_label => true %>
|
||||
<% end %>
|
||||
</p>
|
||||
<%= f.text_area :notes, :cols => 60, :rows => 10, :no_label => true %>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
|
||||
@@ -5,5 +5,11 @@ $(function() {
|
||||
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() }
|
||||
});
|
||||
});
|
||||
});
|
||||
|
||||
@@ -34,14 +34,15 @@ resources :payments
|
||||
#webhook
|
||||
post 'qbo/webhook', :to => 'qbo#qbo_webhook'
|
||||
|
||||
#ajax
|
||||
#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
|
||||
get :autocomplete_customer_vehicles, :on => :collection
|
||||
end
|
||||
|
||||
#allow for just vehicles too
|
||||
|
||||
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
|
||||
23
init.rb
23
init.rb
@@ -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:
|
||||
#
|
||||
@@ -28,7 +28,7 @@ Redmine::Plugin.register :redmine_qbo do
|
||||
name 'Redmine Quickbooks Online plugin'
|
||||
author 'Rick Barrette'
|
||||
description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
|
||||
version '0.4.2'
|
||||
version '0.5.0'
|
||||
url 'https://github.com/rickbarrette/redmine_qbo'
|
||||
author_url 'http://rickbarrette.org'
|
||||
settings :default => {'empty' => true}, :partial => 'qbo/settings'
|
||||
@@ -47,18 +47,21 @@ Redmine::Plugin.register :redmine_qbo do
|
||||
|
||||
# set per_page globally
|
||||
WillPaginate.per_page = 10
|
||||
|
||||
|
||||
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?}
|
||||
menu :top_menu, :vehicles, { :controller => :vehicles, :action => :index }, :caption => 'Vehicles', :if => Proc.new { User.current.allowed_to?(:view_vehicles, @project) }
|
||||
|
||||
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? }
|
||||
menu :application_menu, :new_customer, { :controller => :customers, :action => :new }, :caption => 'New Customer', :if => Proc.new { User.current.allowed_to?(:add_customers, @project) }
|
||||
menu :application_menu, :new_payment, { :controller => :payments, :action => :new }, :caption => 'New Payment', :if => Proc.new { User.current.allowed_to?(:add_payments, @project)}
|
||||
|
||||
permission :customers, { :customers => [:index, :new] }, :public => false
|
||||
menu :project_menu, :customers, { :controller => 'customers', :action => 'new' }, :caption => 'New Customer', :after => :new_issue, :param => :project_id
|
||||
|
||||
permission :payments, { :payments => [:index, :new] }, :public => false
|
||||
menu :project_menu, :payments, { :controller => 'payments', :action => 'new' }, :caption => 'New Payment', :after => :customers, :param => :project_id
|
||||
end
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
@@ -32,15 +32,17 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
|
||||
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"
|
||||
|
||||
# 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
|
||||
|
||||
if context[:issue].customer
|
||||
vehicles = customer.vehicles.pluck(:name, :id).sort!
|
||||
estimates = customer.qbo_estimates.pluck(:doc_number, :id).sort! {|x, y| y <=> x}
|
||||
else
|
||||
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><label for=\"issue_customer\">Customer</label>#{search_customer} #{customer_id}</p> <p>#{select_estimate}</p> <p>#{vehicle}</p>"
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
|
||||
Reference in New Issue
Block a user