81 Commits
1.1.0 ... 2.0.0

Author SHA1 Message Date
7839116134 Version 2.0.0 2023-12-27 16:31:11 -05:00
b3a809ab1c Redmine 5.1 Update 2023-12-27 15:03:08 -05:00
3a0e58c3da Append last 4 of phone number to customers name 2023-05-22 07:34:18 -04:00
26433c9020 Added hour totals to customer job history 2023-01-14 06:38:48 -05:00
6dbf84f401 Added nil check to address_to_s 2022-05-04 12:37:31 -04:00
3220ff728f Fixed process_estimate that I accidently broke 2022-04-06 12:45:40 -04:00
d8d1942673 Version 1.1.6 2022-03-19 05:47:07 -04:00
8e329b2dd2 Fix broken invoice processing 2022-03-19 05:29:59 -04:00
3622f8cad7 Added space 2022-03-19 05:16:26 -04:00
0513763607 Version 1.1.5 2022-03-14 19:41:53 -04:00
b7e3ea9e3d estimate not e 2022-03-14 19:39:36 -04:00
3ea2cd14d1 Fixed accidental removal of qbo prefix 2022-03-14 19:33:20 -04:00
7b7875991f created get_estimate to remove redundant code 2022-03-14 19:28:40 -04:00
b1a106d4d8 No id required 2022-03-14 19:27:31 -04:00
0281d86f1a No id required 2022-03-14 19:25:20 -04:00
2231156873 use estimate_doc_path not a hard coded path 2022-03-14 19:01:20 -04:00
ecc8930bec Try to bill completed issue, TODO handle errors 2022-03-13 17:51:52 -04:00
5814740a5d Allow customer to view estimate 2022-03-13 17:49:58 -04:00
25159c760a FIX - forgot to drop qbo from time_entries.billed 2022-03-13 01:17:18 -05:00
3ff9132acb Updated readme 2022-03-13 01:00:34 -05:00
b5f00f254c Added a copy link button 2022-03-13 00:53:32 -05:00
70f2c473d5 Moved buttons to watcher link location 2022-03-13 00:37:51 -05:00
b3b11d726d Version 1.1.4 2022-03-12 16:03:14 -05:00
f97d5bc731 Moving fat into CustomerToken 2022-03-12 16:01:13 -05:00
49507d06c7 Updated TODO list 2022-03-12 00:03:26 -05:00
5d928c486f Getter convenience method for tokens 2022-03-12 00:01:40 -05:00
0485e9d64c Allow attachment viewing w/ valid customer token 2022-03-11 23:16:23 -05:00
cc0839204e Ignore workspace files 2022-03-11 21:14:12 -05:00
760a85a1da removed link_to user & version 2022-03-10 06:53:05 -05:00
c821774e9b Version 1.1.3 2022-03-09 23:17:38 -05:00
47a19a7e77 Removed Qbo index & sync html, methods, & routes
This stuff isn't really used for anything
2022-03-09 23:06:54 -05:00
a75f1abd71 Removed extra white spaces 2022-03-09 22:53:03 -05:00
09c497ff96 Removed old #attr_accessible... comments 2022-03-09 22:31:19 -05:00
cae1d9de02 Removed old commented out code 2022-03-09 22:27:33 -05:00
1050a4f6a7 Use rails router, not hard coded links 2022-03-09 22:18:47 -05:00
be4ef44c13 Added strings for Flash messages, not used yet 2022-03-09 22:10:16 -05:00
89e4132fc1 Update readme & comments 2022-03-09 21:51:06 -05:00
8d8201822b No longer need to prepend("Qbo") 2022-03-09 21:45:07 -05:00
726eb4632e use plural for routes 2022-03-09 21:43:08 -05:00
ffcb2ee608 Remove payment orphans 2022-03-09 21:40:40 -05:00
24f8be6e80 Drop the Qbo prefix 2022-03-09 21:31:56 -05:00
08fa4aefc4 Added button text to locale file 2022-03-09 19:09:37 -05:00
13bbd5dfc1 Use rails router, not hard coded links 2022-03-09 19:05:12 -05:00
8e6eeab680 Moved HTML code into partial _from_hook.html.erb 2022-03-09 18:55:44 -05:00
70d9d5063a Moved issues show details to issue folder 2022-03-09 18:25:07 -05:00
374429f161 Added 2016 2022-03-08 20:50:39 -05:00
c69666e747 Added first year 2022-03-08 20:49:55 -05:00
7dc04b4a07 QboItem doesn’t exist anymore 2022-03-08 20:30:52 -05:00
7b5e54aaba Merge branch 'master' of https://github.com/rickbarrette/redmine_qbo 2022-03-07 07:52:26 -05:00
30b704c90f Don't generate new customer view token every time 2022-03-07 07:52:17 -05:00
2f98b5afaa Update README.md
formatting
2022-03-06 19:04:29 -05:00
3c3b43cfc5 Readme update
formatting
2022-03-06 19:02:31 -05:00
09f2a534be Readme update
Cleaning things up
2022-03-06 19:01:42 -05:00
7b5b673ebf Version 1.1.2 2022-03-06 18:20:30 -05:00
c72d0a83ca New line @ EOF & formating 2022-03-06 17:50:22 -05:00
3159289ac0 Removed unused code, only need to bill time
removed line items, payments, drop used db tables
2022-03-06 17:26:57 -05:00
a9cc5fac73 Removed unsed code & cleaned up comments 2022-03-06 17:05:04 -05:00
fe06fccacd Only show sync button if User is an admin 2022-03-06 16:49:07 -05:00
8b4a46f7eb H3 not H2 2022-03-06 16:27:39 -05:00
cf362caaf2 Cleaning up html formatting 2022-03-06 16:24:17 -05:00
de1be7d296 Make last 8 bold 2022-03-06 16:17:08 -05:00
d8e3e1a72f Styling & formatting 2022-03-06 13:46:55 -05:00
64a7ad844f Styling & formatting 2022-03-06 13:46:26 -05:00
9201c4ca96 render 404 on all exceptions 2022-03-06 09:23:05 -05:00
dab6b6f723 don't show doors if vehicle.doors is nil 2022-03-06 09:17:06 -05:00
495243d177 Add trim & doors to vehicle 2022-03-06 08:59:48 -05:00
332f07c93d Version 1.1.1 2022-03-06 07:51:39 -05:00
54d4be9762 Only show sidebar views when user is logged in 2022-03-06 07:32:01 -05:00
f1e3c29c97 Added Load Customer Link on Issue Form 2022-03-05 08:26:57 -05:00
66d393a465 Dynamically load hooks/patches & require redmine4+ 2022-03-02 07:15:54 -05:00
218d3392f0 Moved string to en.yml 2022-02-24 18:34:17 -05:00
0136d91cc3 Comments & formatting 2022-02-24 04:58:41 -05:00
a95f0350d8 Fixed missing transation error 2022-02-23 20:20:47 -05:00
55c04b6585 update Issue form on customer name change 2022-02-23 18:36:08 -05:00
ea21bc362a autocomplete off for forms & search 2022-02-23 18:24:57 -05:00
117d92b879 Fixed customer sorting & removed customer filter 2022-02-21 20:23:57 -05:00
440c8e4618 list issues in desc order 2022-02-21 19:33:38 -05:00
1344526f7f update txn_date too 2022-02-21 08:51:24 -05:00
19acfbc76f Added logging 2022-02-21 08:51:01 -05:00
9dfb27f0a4 Prevent webhook loops 2022-02-21 07:54:24 -05:00
51cd830710 Updated screenshots 2022-02-21 06:53:50 -05:00
73 changed files with 696 additions and 910 deletions

2
.gitignore vendored
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@@ -1,3 +1,5 @@
.bundle
.config
.dockerrc
.vscode
Gemfile.lock

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@@ -1,7 +1,7 @@
source 'https://rubygems.org'
gem 'quickbooks-ruby'
gem 'oauth2', '1.4.7'
gem 'oauth2'
gem 'roxml'
gem 'nhtsa_vin'
gem 'will_paginate'

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@@ -1,6 +1,6 @@
The MIT License (MIT)
Copyright (c) 2022 Rick Barrette
Copyright (c) 2016 - 2022 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

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@@ -2,46 +2,51 @@
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 billable hours loged when an Issue is closed.
#### Disclaimer
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
Note: Although the core functionality is complete, this project is still under development & the master branch may be unstable. Tags should be stable and are recommended
Use tags Version 1.0.0 & up for Redmine 4+ and Version 0.8.1 for Redine 3
Use tags for the following Redmine Versions
* Version 2.0.0+ for Redmine 5+
* Version 1.0.0+ for Redmine 4+
* Version 0.8.1 for Redine 3
#### 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.
* Issues can be assigned to a Customer via drop down in the edit Issue form
- Once a customer is attached to an Issue, you can attach an Estimate to the issue via a drop down menu
* Employee is assigned to a user 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
+ The Time Activity names are used to dynamically lookup Items in Quickbooks.
+ IF there isn't any Items that match the Activity name it will be skipped, and will not be billed to the Customer
- Labor Rates are set by corresponding the Item in Quickbooks
* Customers Can be created via the New Customer Page
- Customers can be searched by name or phone number
- 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
- 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
1. To install, clone this repo into your plugin folder
1. To install, clone this repo into your plugin folder & checkout a tagged version
`git clone git@github.com:rickbarrette/redmine_qbo.git`
then
`git checkout <tag>`
2. Migrate your database
`rake redmine:plugins:migrate RAILS_ENV=production`
@@ -54,27 +59,20 @@ Use tags Version 1.0.0 & up for Redmine 4+ and Version 0.8.1 for Redine 3
## Usage
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.
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 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 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...
* Seperate Vehicles into a seperate plugin (I use redmine for my automotive shop management 😉)
* MORE Stuff as I make it up...
## License
The MIT License (MIT)
Copyright (c) 2022 rick barrette
Copyright (c) 2016 - 2022 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:

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@@ -27,8 +27,8 @@ class CustomersController < ApplicationController
include SortHelper
helper :timelog
before_action :add_customer, :only => :new
before_action :view_customer, :except => [:new, :view]
before_action :add_customer, :only => :new
before_action :view_customer, :except => [:new, :view]
skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [:view]
default_search_scope :names
@@ -48,13 +48,13 @@ class CustomersController < ApplicationController
# getter method for a customer's invoices
# used for customer autocomplete field / issue form
def filter_invoices_by_customer
@filtered_invoices = QboInvoice.all.where(customer_id: params[:selected_customer])
@filtered_invoices = Invoice.all.where(customer_id: params[:selected_customer])
end
# getter method for a customer's estimates
# used for customer autocomplete field / issue form
def filter_estimates_by_customer
@filtered_estimates = QboEstimate.all.where(customer_id: params[:selected_customer])
@filtered_estimates = Estimate.all.where(customer_id: params[:selected_customer])
end
# display a list of all customers
@@ -93,7 +93,11 @@ class CustomersController < ApplicationController
@billing_address = address_to_s(@customer.billing_address)
@shipping_address = address_to_s(@customer.shipping_address)
@closed_issues = (@issues - @issues.open)
rescue ActiveRecord::RecordNotFound
@hours = 0
@closed_hours = 0
@issues.open.each { |i| @hours+= i.total_spent_hours }
@closed_issues.each { |i| @closed_hours+= i.total_spent_hours }
rescue
render_404
end
end
@@ -102,7 +106,7 @@ class CustomersController < ApplicationController
def edit
begin
@customer = Customer.find_by_id(params[:id])
rescue ActiveRecord::RecordNotFound
rescue
render_404
end
end
@@ -118,7 +122,7 @@ class CustomersController < ApplicationController
redirect_to edit_customer_path
flash[:error] = @customer.errors.full_messages.to_sentence if @customer.errors
end
rescue ActiveRecord::RecordNotFound
rescue
render_404
end
end
@@ -129,25 +133,44 @@ class CustomersController < ApplicationController
Customer.find_by_id(params[:id]).destroy
flash[:notice] = "Customer deleted successfully"
redirect_to action: :index
rescue ActiveRecord::RecordNotFound
rescue
render_404
end
end
# creates new customer view tokens, removes expired tokens & redirects to newly created customer view with new token.
def share
Thread.new do
logger.debug "Removing expired customer tokens"
CustomerToken.remove_expired_tokens
ActiveRecord::Base.connection.close
end
begin
issue = Issue.find_by_id(params[:id])
redirect_to view_path issue.share_token.token
rescue
render_404
end
end
# displays an issue for a customer with a provided security CustomerToken
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
@token = CustomerToken.find_by token: params[:token]
begin
@token.destroy if @token.expired?
raise "Token Expired" if @token.destroyed
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
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)
@@ -162,7 +185,7 @@ class CustomersController < ApplicationController
@priorities = IssuePriority.active
@time_entry = TimeEntry.new(:issue => @issue, :project => @issue.project)
@relation = IssueRelation.new
else
rescue
render_403
end
end
@@ -195,14 +218,14 @@ class CustomersController < ApplicationController
# format a quickbooks address to a human readable string
def address_to_s (address)
return if address.nil?
string = address.line1
string = address.line1 if address.line1
string << "\n" + address.line2 if address.line2
string << "\n" + address.line3 if address.line3
string << "\n" + address.line4 if address.line4
string << "\n" + address.line5 if address.line5
string << " " + address.city
string << ", " + address.country_sub_division_code
string << " " + address.postal_code
string << " " + address.city if address.city
string << ", " + address.country_sub_division_code if address.country_sub_division_code
string << " " + address.postal_code if address.postal_code
return string
end

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@@ -12,17 +12,23 @@ class EstimateController < ApplicationController
include AuthHelper
before_action :require_user
before_action :require_user, :unless => proc {|c| session[:token].nil? }
skip_before_action :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
def get_estimate
estimate = Estimate.find_by_id(params[:id]) if params[:id]
estimate = Estimate.find_by_doc_number(params[:search]) if params[:search]
return estimate
end
#
# Downloads and forwards the estimate pdf
#
def show
e = QboEstimate.find_by_id(params[:id]) if params[:id]
e = QboEstimate.find_by_doc_number(params[:search]) if params[:search]
estimate = get_estimate
begin
send_data e.pdf, filename: "estimate #{e.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
rescue
redirect_to :back, :flash => { :error => "Estimate not found" }
end
@@ -32,11 +38,10 @@ class EstimateController < ApplicationController
# Downloads estimate by document number
#
def doc
e = QboEstimate.find_by_doc_number(params[:id]) if params[:id]
e = QboEstimate.find_by_doc_number(params[:search]) if params[:search]
estimate = get_estimate
begin
send_data e.pdf, filename: "estimate #{e.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
rescue
redirect_to :back, :flash => { :error => "Estimate not found" }
end

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@@ -19,9 +19,13 @@ class InvoiceController < ApplicationController
# Downloads and forwards the invoice pdf
#
def show
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"
begin
base = Invoice.get_base
invoice = base.fetch_by_id(params[:id])
@pdf = base.pdf(invoice)
send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
rescue
redirect_to :back, :flash => { :error => "Invoice not found" }
end
end
end

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@@ -1,94 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 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_action :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

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@@ -1,57 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 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_action :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

View File

@@ -15,32 +15,19 @@ class QboController < ApplicationController
include AuthHelper
before_action :require_user, :except => :qbo_webhook
skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [:qbo_webhook]
before_action :require_user, :except => :webhook
skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [:webhook]
def allowed_params
params.permit(:code, :state, :realmId, :id)
end
#
# Called when the QBO Top Menu us shown
#
def index
@qbo = Qbo.first
@customer_count = Customer.count
@qbo_item_count = QboItem.count
@qbo_employee_count = QboEmployee.count
@qbo_invoice_count = QboInvoice.count
@qbo_estimate_count = QboEstimate.count
end
#
# Called when the user requests that Redmine to connect to QBO
#
def authenticate
oauth2_client = Qbo.get_client
callback = Setting.host_name + "/qbo/oauth_callback/"
#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
@@ -52,7 +39,6 @@ class QboController < ApplicationController
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 = Setting.host_name + "/qbo/oauth_callback/"
if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
@@ -90,9 +76,9 @@ class QboController < ApplicationController
end
# Quickbooks Webhook Callback
def qbo_webhook
def webhook
logger.debug "Quickbooks is calling webhook"
logger.info "Quickbooks is calling webhook"
# check the payload
signature = request.headers['intuit-signature']
@@ -113,9 +99,6 @@ class QboController < ApplicationController
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"
logger.debug "Casting #{name.constantize} to obj"
@@ -149,22 +132,22 @@ class QboController < ApplicationController
render nothing: true, status: 400
end
logger.debug "Quickbooks webhook complete"
logger.info "Quickbooks webhook complete"
end
#
# Synchronizes the QboCustomer table with QBO
#
def sync
logger.debug "Syncing EVERYTHING"
logger.info "Syncing EVERYTHING"
# Update info in background
Thread.new do
if Qbo.exists?
Customer.sync
QboInvoice.sync
Invoice.sync
QboItem.sync
QboEmployee.sync
QboEstimate.sync
Employee.sync
Estimate.sync
# Record the last sync time
Qbo.update_time_stamp

View File

@@ -62,7 +62,9 @@ class VehiclesController < ApplicationController
begin
@vehicle = Vehicle.find_by_id(params[:id])
@vin = @vehicle.vin.scan(/.{1,9}/) if @vehicle.vin
rescue ActiveRecord::RecordNotFound
@issues = @vehicle.issues.order(id: :desc)
@closed_issues = (@issues - @issues.open)
rescue
render_404
end
end
@@ -72,7 +74,7 @@ class VehiclesController < ApplicationController
begin
@vehicle = Vehicle.find_by_id(params[:id])
@customer = @vehicle.customer
rescue ActiveRecord::RecordNotFound
rescue
render_404
end
end
@@ -90,7 +92,7 @@ class VehiclesController < ApplicationController
end
#show any errors anyways
flash[:error] = @vehicle.errors.full_messages.to_sentence unless @vehicle.errors.empty?
rescue ActiveRecord::RecordNotFound
rescue
render_404
end
end
@@ -101,14 +103,14 @@ class VehiclesController < ApplicationController
Vehicle.find_by_id(params[:id]).destroy
flash[:notice] = "Vehicle deleted successfully"
redirect_to action: :index
rescue ActiveRecord::RecordNotFound
rescue
render_404
end
end
private
# checks to see if there is only one item in an array
# checks to see if there is only one item in an array
# @return true if array only has one item
def only_one_non_zero?( array )
found_non_zero = false
@@ -121,4 +123,4 @@ class VehiclesController < ApplicationController
found_non_zero
end
end
end

View File

@@ -12,19 +12,18 @@ class Customer < ActiveRecord::Base
unloadable
has_many :issues
has_many :qbo_purchases
has_many :qbo_invoices
has_many :qbo_estimates
has_many :purchases
has_many :invoices
has_many :estimates
has_many :vehicles
#attr_accessible :name, :notes, :email, :primary_phone, :mobile_phone, :phone_number
validates_presence_of :id, :name
self.primary_key = :id
# returns a human readable string
def to_s
return name
return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
end
# Convenience Method
@@ -117,21 +116,21 @@ class Customer < ActiveRecord::Base
# Magic Method
# Maps Get/Set methods to QBO customer object
def method_missing(sym, *arguments)
def method_missing(sym, *arguments)
# Check to see if the method exists
if Quickbooks::Model::Customer.method_defined?(sym)
# download details if required
pull unless @details
method_name = sym.to_s
# Setter
if method_name[-1, 1] == "="
@details.method(method_name).call(arguments[0])
if method_name[-1, 1] == "="
@details.method(method_name).call(arguments[0])
# Getter
else
else
return @details.method(method_name).call
end
end
end
end
end
# proforms a bruteforce sync operation
# This needs to be simplified
@@ -149,16 +148,16 @@ class Customer < ActiveRecord::Base
#end
customers.each do |customer|
qbo_customer = Customer.find_or_create_by(id: customer.id)
customer = Customer.find_or_create_by(id: customer.id)
if customer.active?
if not qbo_customer.name.eql? customer.display_name
qbo_customer.name = customer.display_name
qbo_customer.id = customer.id
qbo_customer.save_without_push
if not customer.name.eql? customer.display_name
customer.name = customer.display_name
customer.id = customer.id
customer.save_without_push
end
else
if not qbo_customer.new_record?
qbo_customer.delete
if not customer.new_record?
customer.delete
end
end
end
@@ -176,16 +175,16 @@ class Customer < ActiveRecord::Base
service = Qbo.get_base(:customer)
customer = service.fetch_by_id(id)
qbo_customer = Customer.find_or_create_by(id: customer.id)
customer = Customer.find_or_create_by(id: customer.id)
if customer.active?
if not qbo_customer.name.eql? customer.display_name
qbo_customer.name = customer.display_name
qbo_customer.id = customer.id
qbo_customer.save_without_push
if not customer.name.eql? customer.display_name
customer.name = customer.display_name
customer.id = customer.id
customer.save_without_push
end
else
if not qbo_customer.new_record?
qbo_customer.delete
if not customer.new_record?
customer.delete
end
end
end

View File

@@ -11,13 +11,51 @@
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
validates_presence_of :issue_id
before_create :generate_token, :generate_expire_date
attr_accessor :destroyed
after_destroy :mark_as_destroyed
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE_QBO__' + SecureRandom.uuid
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE__' + SecureRandom.uuid
# generates a random token using the plugin setting settingsOAuthConsumerSecret for salt
def generate_token
self.token = SecureRandom.base64(15).tr('+/=lIO0', OAUTH_CONSUMER_SECRET)
end
# generates an expiring date
def generate_expire_date
self.expires_at = Time.now + 1.month
end
# set destroyed flag
def mark_as_destroyed
self.destroyed = true
end
# purge expired tokens
def self.remove_expired_tokens
where("expires_at < ?", Time.now).destroy_all
end
# has the token expired?
def expired?
self.expires_at < Time.now
end
# Getter convenience method for tokens
def self.get_token(issue)
# check to see if token exists & if it is expired
token = find_by_issue_id issue.id
unless token.nil?
return token unless token.expired?
# remove expired tokens
token.destroy
end
# only create new token if we have an issue to attach it to
return create(:issue_id => issue.id) if User.current.logged?
end
end

View File

@@ -8,10 +8,9 @@
#
#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 QboEmployee < ActiveRecord::Base
class Employee < ActiveRecord::Base
unloadable
has_many :users
#attr_accessible :name
validates_presence_of :id, :name
def self.get_base
@@ -24,19 +23,19 @@ class QboEmployee < ActiveRecord::Base
transaction do
# Update the item table
employees.each { |employee|
qbo_employee = find_or_create_by(id: employee.id)
qbo_employee.name = employee.display_name
qbo_employee.id = employee.id
qbo_employee.save!
employee = find_or_create_by(id: employee.id)
employee.name = employee.display_name
employee.id = employee.id
employee.save!
}
end
end
def self.sync_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
qbo_employee.save!
employee = find_or_create_by(id: employee.id)
employee.name = employee.display_name
employee.id = employee.id
employee.save!
end
end

View File

@@ -8,12 +8,11 @@
#
#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 QboEstimate < ActiveRecord::Base
class Estimate < 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
@@ -23,7 +22,8 @@ class QboEstimate < ActiveRecord::Base
end
# sync all estimates
def self.sync
def self.sync
logger.debug "Syncing ALL estimates"
estimates = get_base.all
estimates.each { |estimate|
process_estimate(estimate)
@@ -35,6 +35,7 @@ class QboEstimate < ActiveRecord::Base
# sync only one estimate
def self.sync_by_id(id)
logger.debug "Syncing estimate #{id}"
process_estimate(get_base.fetch_by_id(id))
end
@@ -42,44 +43,46 @@ class QboEstimate < ActiveRecord::Base
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.save!
estimate = find_or_create_by(id: id)
estimate.doc_number = estimate.doc_number
estimate.txn_date = estimate.txn_date
estimate.save!
end
# 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.txn_date = estimate.txn_date
qbo_estimate.save!
def self.process_estimate(qbo_estimate)
logger.info "Processing estimate #{qbo_estimate.id}"
estimate = find_or_create_by(id: qbo_estimate.id)
estimate.doc_number = qbo_estimate.doc_number
estimate.customer_id = qbo_estimate.customer_ref.value
estimate.id = qbo_estimate.id
estimate.txn_date = qbo_estimate.txn_date
estimate.save!
end
# download the pdf from quickbooks
def pdf
base = QboEstimate.get_base
base = Estimate.get_base
estimate = base.fetch_by_id(id)
return base.pdf(estimate)
end
# Magic Method
# Maps Get/Set methods to QBO estimate object
def method_missing(sym, *arguments)
def method_missing(sym, *arguments)
# Check to see if the method exists
if Quickbooks::Model::Estimate.method_defined?(sym)
# download details if required
pull unless @details
method_name = sym.to_s
# Setter
if method_name[-1, 1] == "="
@details.method(method_name).call(arguments[0])
if method_name[-1, 1] == "="
@details.method(method_name).call(arguments[0])
# Getter
else
else
return @details.method(method_name).call
end
end
end
end
private

View File

@@ -8,7 +8,7 @@
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class QboInvoice < ActiveRecord::Base
class Invoice < ActiveRecord::Base
unloadable
has_and_belongs_to_many :issues
belongs_to :customer
@@ -26,7 +26,7 @@ class QboInvoice < ActiveRecord::Base
last = Qbo.first.last_sync
query = "SELECT Id, DocNumber FROM Invoice"
query << " WHERE Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
query << " WHERE Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
# TODO actually do something with the above query
# .all() is never called since count is never initialized
@@ -59,10 +59,10 @@ class QboInvoice < ActiveRecord::Base
logger.debug "Attaching invoice #{invoice.id} to issue #{issue.id}"
qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
invoice = Invoice.find_or_create_by(id: invoice.id)
unless issue.qbo_invoices.include?(qbo_invoice)
issue.qbo_invoices << qbo_invoice
unless issue.invoices.include?(invoice)
issue.invoices << invoice
issue.save!
end
@@ -70,26 +70,26 @@ class QboInvoice < ActiveRecord::Base
end
# processes the invoice into the database
def self.process_invoice(invoice)
logger.debug "Processing invoice"
def self.process_invoice(i)
logger.info "Processing invoice #{i.id}"
# 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.customer_id = invoice.customer_ref
qbo_invoice.txn_date = invoice.txn_date
qbo_invoice.save!
invoice = Invoice.find_or_create_by(id: i.id)
invoice.doc_number = i.doc_number
invoice.id = i.id
invoice.customer_id = i.customer_ref
invoice.txn_date = i.txn_date
invoice.save!
# Scan the private notes for hashtags and attach to the applicable issues
if not invoice.private_note.nil?
invoice.private_note.scan(/#(\w+)/).flatten.each { |issue|
# Scan the private notes for hashtags and attach to the applicable issues
if not i.private_note.nil?
i.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|
i.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)
@@ -104,7 +104,8 @@ class QboInvoice < ActiveRecord::Base
# this condions causes an infinite loop as the webhook is called when an invoice is updated
# TODO maybe add a cf_sync_confict flag to invoices
def self.compare_custom_fields(issue, invoice)
# TODO break if QboInvoice.find(invoice.id).cf_sync_confict
logger.debug "Comparing custom fields"
# TODO break if Invoice.find(invoice.id).cf_sync_confict
is_changed = false
# update the invoive custom fields with infomation from the issue if available
@@ -115,12 +116,18 @@ class QboInvoice < ActiveRecord::Base
# TODO create hook for seperate plugin
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
logger.debug "VIN has changed"
is_changed = true
# Only update if blank to prevent infite loops
# TODO check cf_sync_confict flag once implemented
if cf.string_value.to_s.blank?
logger.debug " VIN was blank, updating the invoice vin in quickbooks"
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
logger.debug "VIN has changed"
is_changed = true
end
end
end
rescue
@@ -150,30 +157,30 @@ class QboInvoice < ActiveRecord::Base
logger.debug "Trying to update invoice"
get_base.update(invoice) if is_changed
rescue
# Do nothing, probaly custome field sync confict on the invoice.
# Do nothing, probaly custome field sync confict on the invoice.
# This is a problem with how it's billed
# TODO Add notes in memo area
# TODO flag QboInvoice.cf_sync_confict here
# TODO flag Invoice.cf_sync_confict here
logger.error "Failed to update invoice"
end
end
# Magic Method
# Maps Get/Set methods to QBO invoice object
def method_missing(sym, *arguments)
def method_missing(sym, *arguments)
# Check to see if the method exists
if Quickbooks::Model::Invoice.method_defined?(sym)
# download details if required
pull unless @details
method_name = sym.to_s
# Setter
if method_name[-1, 1] == "="
@details.method(method_name).call(arguments[0])
if method_name[-1, 1] == "="
@details.method(method_name).call(arguments[0])
# Getter
else
else
return @details.method(method_name).call
end
end
end
end
# pull the details from quickbooks

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2020 rick barrette
#Copyright (c) 2022 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
@@ -10,7 +10,6 @@
class Qbo < ActiveRecord::Base
unloadable
#validates_presence_of :qb_token, :qb_secret, :company_id, :token_expires_at, :reconnect_token_at
validates_presence_of :token, :company_id, :expire
serialize :token
@@ -29,7 +28,6 @@ class Qbo < ActiveRecord::Base
return OAuth2::Client.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, oauth_params)
end
#
# Getter for oauth consumer
#
@@ -75,7 +73,7 @@ class Qbo < ActiveRecord::Base
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)
return Quickbooks::Service::Employee.new(:company_id => qbo.company_id, :access_token => access_token)
else
return access_token
end

View File

@@ -1,47 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 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 QboPurchase < ActiveRecord::Base
unloadable
belongs_to :issues
belongs_to :qbo_customer
#attr_accessible :description
validates_presence_of :id, :line_id, :description, :qbo_customer_id
def self.get_base
Qbo.get_base(:purchase)
end
def get_purchase(id)
get_base.find_by_id(id)
end
def self.sync
QboPurchase.get_base.all.each { |purchase|
purchase.line_items.all? { |line_item|
detail = line_item.account_based_expense_line_detail ? line_item.account_based_expense_line_detail : line_item.item_based_expense_line_detail
if detail.billable_status = "Billable"
qbo_purchase = find_or_create_by(id: purchase.id)
qbo_purchase.line_id = line_item.id
qbo_purchase.description = line_item.description
qbo_purchase.qbo_customer_id = detail.customer_ref
#TODO attach to issues
#qbo_purchase.issue_id = Issue.find_by_invoice()
qbo_purchase.save
end
}
}
end
end

View File

@@ -15,12 +15,9 @@ class Vehicle < ActiveRecord::Base
belongs_to :customer
has_many :issues, :foreign_key => 'vehicles_id'
#attr_accessible :year, :make, :model, :customer_id, :notes, :vin
validates_presence_of :customer
validates :vin, uniqueness: true
before_save :decode_vin
#after_find :get_details
self.primary_key = :id
@@ -34,35 +31,12 @@ class Vehicle < ActiveRecord::Base
end
end
# returns the raw JSON details from EMUNDS
# returns the raw JSON details from NHTSA
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.trim if @details
rescue
return nil
end
end
# returns the drive of the vehicle i.e. 2 wheel, 4 wheel, ect.
def drive
#todo fix this
#return @details.drive_type if @details
return nil
end
# returns the number of doors of the vehicle
def doors
get_details if @details.nil?
return @details.doors if @details
end
# Force Upper Case for make numbers
def make=(val)
# The to_s is in case you get nil/non-string
@@ -75,9 +49,8 @@ class Vehicle < ActiveRecord::Base
write_attribute(:model, val.to_s.titleize)
end
# Force Upper Case for VIN numbers
# Force Upper Case & strip VIN of all illegal chars (for barcode scanner)
def vin=(val)
#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
@@ -93,8 +66,10 @@ class Vehicle < ActiveRecord::Base
if @details
begin
self.year = @details.year unless @details.year.nil?
self.make = @details.make unless @details.make.nil?
self.model = @details.model unless @details.model.nil?
self.make = @details.make unless @details.make.nil?
self.model = @details.model unless @details.model.nil?
self.doors = @details.doors unless @details.doors.nil?
self.trim = @details.trim unless @details.trim.nil?
rescue Exception => e
errors.add(:vin, e.message)
end
@@ -102,17 +77,17 @@ class Vehicle < ActiveRecord::Base
self.name = to_s
end
private
private
# init method to pull JSON details from Edmunds
# init method to pull JSON details from NHTSA
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
#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

View File

@@ -34,11 +34,10 @@
<th><%=t(:field_notes)%></th>
<td><%= customer.notes %></td>
</tr>
<tr>
<td>
<%= button_to t(:label_edit_customer), edit_customer_path(customer), method: :get%>
</td>
</tr>
</tbody>
</table>
<div style="float: right;">
<%= button_to t(:label_edit_customer), edit_customer_path(customer), method: :get%>
</div>
<br/>
<br/>

View File

@@ -7,28 +7,28 @@
<div class="clearfix">
<%=t(:label_display_name)%>
<div class="input">
<%= f.text_field :name, :required => true %>
<%= f.text_field :name, :required => true, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_primary_phone)%>
<div class="input">
<%= f.telephone_field :primary_phone %>
<%= f.telephone_field :primary_phone, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_mobile_phone)%>:
<div class="input">
<%= f.telephone_field :mobile_phone %>
<%= f.telephone_field :mobile_phone, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_email)%>:
<div class="input">
<%= f.email_field :email %>
<%= f.email_field :email, :autocomplete => "off" %>
</div>
</div>

View File

@@ -1,6 +1,6 @@
<%= form_tag(customers_path, :method => "get", id: "search-form") do %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), :autocomplete => "off" %>
<%= submit_tag t(:label_search) %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), :autocomplete => "off" %>
<%= submit_tag t(:label_search) %>
<% end %>
<%= button_to t(:label_new_customer), new_customer_path, method: :get%>
<%= button_to t(:label_sync), qbo_sync_path, method: :get%>
<%= button_to(t(:label_sync), qbo_sync_path, method: :get) if User.current.admin?%>

View File

@@ -1 +1 @@
$('select#issue_qbo_estimate_id').html('<%= j content_tag(:option,'',:value=>"")+options_from_collection_for_select(@filtered_estimates, :id, :doc_number) %>');
$('select#issue_estimate_id').html('<%= j content_tag(:option,'',:value=>"")+options_from_collection_for_select(@filtered_estimates, :id, :doc_number) %>');

View File

@@ -1,43 +1,42 @@
<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= @customer.name %> </h2>
<br/>
<div class="subject">
<div><h4><%=t(:label_details)%>:</h4></div>
</div>
<div class="attributes">
<div class="issue">
<div class="splitcontent">
<div class="splitcontentleft">
<h4><%=t(:label_details)%>:</h4>
<%= render :partial => 'customers/details', locals: {customer: @customer} %>
<div class="splitcontent">
<div class="splitcontentleft">
<h4><%=t(:estimates)%>:</h4>
<%= render :partial => 'estimates/list', locals: {customer: @customer} %>
</div>
<div class="splitcontentleft">
<h4><%=t(:label_invoices)%>:</h4>
<%= render :partial => 'invoices/list', locals: {customer: @customer} %>
</div>
<div class="splitcontent">
<div class="splitcontentleft">
<h4><%=t(:estimates)%>:</h4>
<%= render :partial => 'estimates/list', locals: {customer: @customer} %>
</div>
<div class="splitcontentleft">
<h4><%=t(:label_invoices)%>:</h4>
<%= render :partial => 'invoices/list', locals: {customer: @customer} %>
</div>
</div>
</div>
<div class="splitcontentleft">
<h4><%=t(:field_vehicles)%>:</h4>
<%= render :partial => 'vehicles/list' %>
<div style="float: right;">
<%= button_to "New Vehicle", new_customer_vehicle_path(@customer), method: :get %>
</div>
</div>
</div>
<br/>
<h2><%=@issues.open.count%> <%=t(:label_open_issues)%>:</h2>
<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
<h2><%=@closed_issues.count%> <%=t(:label_closed_issues)%>:</h2>
<%= render :partial => 'issues/list_simple', locals: {issues: @closed_issues} %>
</div>
<br/>
<h3><%=@issues.open.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%> - <%= @closed_hours.round(1)%> <%=t(:label_hours)%></h3>
<%= render :partial => 'issues/list_simple', locals: {issues: @closed_issues} %>

View File

@@ -1,3 +1,5 @@
<p style="float: right;"> <%= copy_object_url_link(request.url) %> </p>
<h2><%= issue_heading(@issue) %></h2>
<div class="<%= @issue.css_classes %> details">
@@ -5,7 +7,7 @@
<%= avatar(@issue.author, :size => "50") %>
<div class="subject">
<%= render_issue_subject_with_tree(@issue) %>
<%= render_issue_subject_with_tree(@issue) %>
<%=t(:label_customer_link_expires)%> <%= distance_of_time_in_words(Time.now, @token.expires_at) %>
</div>
<p class="author">
@@ -20,13 +22,13 @@
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'
rows.left l(:field_assigned_to), avatar(@issue.assigned_to, :size => "14").to_s.html_safe + (@issue.assigned_to ? @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'
rows.left l(:field_fixed_version), (@issue.fixed_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'

View File

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

View File

@@ -1,4 +1,4 @@
<%= form_tag("/qbo/estimate/doc", :method => "get", id: "est-search-form") do %>
<%= form_tag(estimate_doc_path, :method => "get") do %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_estimates), :autocomplete => "off" %>
<%= submit_tag t(:label_search), :formtarget => "_blank" %>
<% end %>

View File

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

View File

@@ -0,0 +1,14 @@
<p>
<label for="issue_customer"><%= t(:customer) %></label>
<%= search_customer %>
<%= customer_id %>
<%= link_to_function(t(:label_load_customer), "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)") %>
</p>
<p>
<%= select_estimate %>
</p>
<p>
<%= vehicle %>
</p>

View File

@@ -32,4 +32,4 @@
<%= call_hook(:view_issues_history_journal_bottom, { :journal => journal }) %>
<% end %>
<% heads_for_wiki_formatter if User.current.allowed_to?(:edit_issue_notes, issue.project) || User.current.allowed_to?(:edit_own_issue_notes, issue.project) %>
<% heads_for_wiki_formatter if User.current.allowed_to?(:edit_issue_notes, issue.project) || User.current.allowed_to?(:edit_own_issue_notes, issue.project) %>

View File

@@ -5,13 +5,13 @@
<div class="value"><%= customer %></div>
</div>
<div class="qbo_estimate_id attribute">
<div class="label"><span><%=t(:field_qbo_estimate)%></span>:</div>
<div class="estimate_id attribute">
<div class="label"><span><%=t(:field_estimate)%></span>:</div>
<div class="value"><%= estimate_link %></div>
</div>
<div class="qbo_invoice_id attribute">
<div class="label"><span><%=t(:field_qbo_invoice)%></span>:</div>
<div class="invoice_id attribute">
<div class="label"><span><%=t(:field_invoice)%></span>:</div>
<div class="value"><%= invoice_link %></div>
</div>
</div>

View File

@@ -1,42 +0,0 @@
<div class="row">
<div class="span6 columns">
<fieldset>
<%= form_for @payment do |f| %>
<div class="clearfix">
<%=t(:field_customer)%>:
<div class="input">
<%= f.collection_select :customer_id, @customers, :id, :name, include_blank: true, :selected => @customer, :required => true%>
</div>
</div>
<div class="clearfix">
<%=t(:label_deposit_into)%>:
<div class="input">
<%= f.collection_select :account_id, @accounts, :id, :name, include_blank: true, :selected => @account, :required => true%>
</div>
</div>
<div class="clearfix">
<%=t(:label_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">
<%=t(:label_amount)%>:
<div class="input">
<%= f.number_field :total_amount %>
</div>
</div>
<div class="actions">
<%= f.submit %>
</div>
<% end %>
</fieldset>
</div>
</div>

View File

@@ -1,3 +0,0 @@
<h1><%=t(:label_new_payment)%></h1>
<br/>
<%= render :partial => 'payments/form' %>

View File

@@ -1,7 +1,7 @@
<!--
The MIT License (MIT)
Copyright (c) 2020 rick barrette
Copyright (c) 2022 rick barrette
Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
@@ -15,7 +15,7 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
<!-- configure the Intuit object: 'grantUrl' is a URL in your application which kicks off the flow, see below -->
<script>
intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Setting.host_name %>/qbo/authenticate'});
intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Setting.host_name %>/qbo/authenticate'});
</script>
<table >
@@ -24,27 +24,36 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
<tr>
<th><%=t(:label_client_id)%></th>
<td>
<input type="text" style="width:350px" id="settingsOAuthConsumerKey"
value="<%= settings['settingsOAuthConsumerKey'] %>"
name="settings[settingsOAuthConsumerKey]" >
<input
type="text"
style="width:350px"
id="settingsOAuthConsumerKey"
value="<%= settings['settingsOAuthConsumerKey'] %>"
name="settings[settingsOAuthConsumerKey]" >
</td>
</tr>
<tr>
<th><%=t(:label_client_secret)%></th>
<td>
<input type="text" style="width:350px" id="settingsOAuthConsumerSecret"
value="<%= settings['settingsOAuthConsumerSecret'] %>"
name="settings[settingsOAuthConsumerSecret]" >
<input
type="text"
style="width:350px"
id="settingsOAuthConsumerSecret"
value="<%= settings['settingsOAuthConsumerSecret'] %>"
name="settings[settingsOAuthConsumerSecret]" >
</td>
</tr>
<tr>
<th><%=t(:label_webhook_token)%></th>
<td>
<input type="text" style="width:350px" id="settingsWebhookToken"
value="<%= settings['settingsWebhookToken'] %>"
name="settings[settingsWebhookToken]" >
<input
type="text"
style="width:350px"
id="settingsWebhookToken"
value="<%= settings['settingsWebhookToken'] %>"
name="settings[settingsWebhookToken]" >
</td>
</tr>
@@ -72,23 +81,19 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
</div>
<div>
<b><%=t(:label_item_count)%>:</b> <%= QboItem.count %>
</div>
<div>
<b><%=t(:label_employee_count)%>:</b> <%= QboEmployee.count %>
<b><%=t(:label_employee_count)%>:</b> <%= Employee.count %>
</div>
<div>
<b><%=t(:label_invoice_count)%>:</b> <%= QboInvoice.count %>
<b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %>
</div>
<div>
<b><%=t(:label_estimate_count)%>:</b> <%= QboEstimate.count %>
<b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %>
</div>
<br/>
<div>
<b><%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to " Sync Now", qbo_sync_path %>
<b><%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to t(:label_sync_now), qbo_sync_path %>
</div>

View File

@@ -1,2 +1,6 @@
<%= render :partial => 'customers/sidebar' %>
<%= render :partial => 'estimates/sidebar' %>
<% if User.current.logged? %>
<%= render :partial => 'customers/sidebar' %>
<%= render :partial => 'estimates/sidebar' %>
<% end %>

View File

@@ -30,4 +30,3 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= authenticate_vendors_url %>'});
</script>
</body>

View File

@@ -1,42 +0,0 @@
<!--
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.
-->
<body>
<h1><%=t(:label_redmine_qbo)%></h1>
<div>
<b><%=t(:label_customer_count)%>:</b> <%= @customer_count.to_s%>
</div>
<div>
<b><%=t(:label_item_count)%>:</b> <%= @qbo_item_count.to_s %>
</div>
<div>
<b><%=t(:label_employee_count)%>:</b> <%= @qbo_employee_count.to_s %>
</div>
<div>
<b><%=t(:label_invoice_count)%>:</b> <%= @qbo_invoice_count.to_s %>
</div>
<div>
<b><%=t(:label_estimate_count)%>:</b> <%= @qbo_estimate_count.to_s %>
</div>
<br/>
<div>
<b><%=t(:label_last_sync)%>: </b> <%= Qbo.last_sync if Qbo.exists? %>
</div>
</body>

View File

@@ -1,17 +0,0 @@
<!--
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.
-->
<body>
<h2>QboController#sync</h2>
</body>

View File

@@ -1,36 +1,45 @@
<table>
<tbody>
<tr>
<th><%= t(:field_customer)%></th>
<td><%= link_to vehicle.customer.name, customer_path(vehicle.customer) %></td>
</tr>
<tr>
<th><%= t(:field_vehicle) %></th>
<td><%= vehicle.to_s %></td>
</tr>
<tr>
<th><%= t(:field_vin) %></th>
<td><%= @vin[0] if @vin %><b><%=@vin[1] if @vin%></b></td>
</tr>
<tr>
<th><%= t(:field_notes) %></th>
<td><%= vehicle.notes %></td>
</tr>
<tr>
<th> <%= t(:issues) %> </th>
<td><%= vehicle.issues.count %></td>
</tr>
<tr>
<td>
<%= button_to t(:label_edit), edit_vehicle_path(vehicle), method: :get%>
<%= button_to t(:label_delete), vehicle, method: :delete, data: {confirm: t(:warn_ru_sure)} %>
</td>
</tr>
</tbody>
</table>
<div class="issue">
<div class="splitcontent">
<div class="splitcontentleft">
<h4><%=t(:label_details)%>:</h4>
<table>
<tbody>
<tr>
<th><%= t(:field_customer)%></th>
<td><%= link_to vehicle.customer.name, customer_path(vehicle.customer) %></td>
</tr>
<tr>
<th><%= t(:field_vehicle) %></th>
<td><%= vehicle.to_s %></td>
</tr>
<tr>
<th><%= t(:field_vin) %></th>
<td><%= @vin[0] if @vin %><b><%=@vin[1] if @vin%></b></td>
</tr>
<th><%= t(:label_trim) %></th>
<td><%= vehicle.doors %> <%=t(:label_door) if vehicle.doors? %> <%= vehicle.trim %></td>
</tr>
</tbody>
</table>
</div>
<div class="splitcontentleft">
<h4><%=t(:field_notes)%>:</h4>
<td><%= vehicle.notes %></td>
</tr>
</div>
</div>
</div>
<div style="float: right;">
<%= button_to t(:label_edit), edit_vehicle_path(vehicle), method: :get%>
<%= button_to t(:label_delete), vehicle, method: :delete, data: {confirm: t(:warn_ru_sure)} %>
</div>

View File

@@ -4,8 +4,8 @@
<%= form_for @vehicle do |f| %>
<div class="clearfix">
<%=t(:field_customer)%>:
<div class="input">
<%=t(:field_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>
@@ -14,21 +14,21 @@
<div class="clearfix">
<%=t(:label_year)%>:
<div class="input">
<%= f.number_field :year %>
<%= f.number_field :year, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_make)%>:
<div class="input">
<%= f.text_field :make %>
<%= f.text_field :make, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_model)%>:
<div class="input">
<%= f.text_field :model %>
<%= f.text_field :model, :autocomplete => "off" %>
</div>
</div>

View File

@@ -11,7 +11,7 @@
<br/>
<%= vehicle.customer %>
<br/>
<%= vehicle.vin %>
<%= vehicle.vin.scan(/.{1,9}/)[0] if vehicle.vin %><b><%=vehicle.vin.scan(/.{1,9}/)[1] if vehicle.vin%></b>
</div>
</div>
<br/>

View File

@@ -1,4 +1,4 @@
<%= form_tag(vehicles_path, :method => "get", id: "search-form") do %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_seach_vin) %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_vin), :autocomplete => "off" %>
<%= submit_tag t(:label_search) %>
<% end %>

View File

@@ -1,14 +1,11 @@
<h2><%=t(:field_vehicle)%> #<%=@vehicle.id%> <span style="float:right"> <%= render :partial => 'customers/search' %> </span> </h2>
<br/>
<h2><%=t(:field_vehicle)%> #<%=@vehicle.id%></h2>
<div style="text-align: left; width:90%;">
<%= render :partial => 'vehicles/details', locals: {vehicle: @vehicle} %>
<%= render :partial => 'vehicles/details', locals: {vehicle: @vehicle} %>
<p> <b> <%=t(:label_open_issues)%> </b> </p>
<h3><%=@issues.open.count%> <%=t(:label_open_issues)%></h3>
<%= render :partial => 'issues/list_simple', locals: {issues: @vehicle.issues.open} %>
<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
<p> <b> <%=t(:label_closed_issues)%> </b> </p>
<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%></h3>
<%= render :partial => 'issues/list_simple', locals: {issues: (@vehicle.issues - @vehicle.issues.open)} %>
</div>
<%= render :partial => 'issues/list_simple', locals: {issues: (@closed_issues)} %>

View File

@@ -1,13 +1,13 @@
$(function() {
$("input#issue_customer_id").on("change", function() {
$.ajax({
url: "/filter_vehicles_by_customer",
url: "/filter_vehicles_by_customer",
type: "GET",
data: { selected_customer: $("input#issue_customer_id").val() }
});
$.ajax({
url: "/filter_estimates_by_customer",
url: "/filter_estimates_by_customer",
type: "GET",
data: { selected_customer: $("input#issue_customer_id").val() }
});
@@ -15,7 +15,7 @@ $(function() {
$("input#project_customer_id").on("change", function() {
$.ajax({
url: "/filter_vehicles_by_customer",
url: "/filter_vehicles_by_customer",
type: "GET",
data: { selected_customer: $("input#project_customer_id").val() }
});

View File

@@ -9,19 +9,18 @@
#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.
# English strings go here for Rails i18n
# Usage t(:label)
# Usage I18n.t(:label)
en:
# my_label: "My label"
field_customer: "Customer"
field_qbo_item: "Item"
field_qbo_employee: "Employee"
field_qbo_invoice: "Invoice"
field_qbo_estimate: "Estimate"
field_item: "Item"
field_employee: "Employee"
field_invoice: "Invoice"
field_estimate: "Estimate"
field_vehicles: "Vehicles"
field_vehicle: "Vehicle"
field_vin: "VIN"
field_notes: "Notes"
field_qbo_billed: "Billed"
field_billed: "Billed"
label_week: "Week"
label_search_estimates: "Search Estimates"
label_search: "Search"
@@ -57,9 +56,7 @@ en:
label_display_name: "Display Name"
label_details: "Details"
label_customer_link_expires: "This customer link expires in"
label_new_payment: "New Payment"
label_amount: "Amount"
label_payment_method: "Payment Method"
label_deposit_into: "Deposit to Account"
label_last_sync: "Last Sync"
label_redmine_qbo: "Redmine Quickbooks"
@@ -76,4 +73,19 @@ en:
field_customers: "Customers"
label_no_estimates: "No Estimates"
label_no_invoices: "No Invoices"
label_invoices: "Invoices"
label_invoices: "Invoices"
label_load_customer: "Load Customer"
label_door: "Door"
label_trim: "Trim"
label_bill_time: "Bill Time"
label_share: "Share"
label_sync_now: "Sync Now"
label_invoice_404: "Invoice not found"
label_estimate_404: "Estimate not found"
label_connected: "Successfully connected to Quickbooks"
label_error: "Error"
label_billed_success: "Successfully Billed "
label_billing_error: "Cannot bill without a customer assigned"
label_qbo_sync_success: "Successfully synced to Quickbooks"
label_hours: "Hours"

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#Copyright (c) 2022 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:
#
@@ -8,9 +8,6 @@
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
# Main Quickbooks landing page
get 'qbo', :to=> 'qbo#index'
#authentication
get 'qbo/authenticate', :to => 'qbo#authenticate'
get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
@@ -18,22 +15,20 @@ get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
#manual sync
get 'qbo/sync', :to => 'qbo#sync'
#webhook
post 'qbo/webhook', :to => 'qbo#webhook'
# Estimate & Invoice PDF
get 'qbo/estimate/:id', :to => 'estimate#show', as: :estimate
get 'qbo/estimate/doc/:id', :to => 'estimate#doc', as: :estimate_doc
get 'qbo/invoice/:id', :to => 'invoice#show', as: :invoice
get 'estimates/:id', :to => 'estimate#show', as: :estimate
get 'estimates/doc/', :to => 'estimate#doc', as: :estimate_doc
get 'invoices/:id', :to => 'invoice#show', as: :invoice
#manual billing
get 'qbo/bill/:id', :to => 'qbo#bill', as: :bill
get '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'
get 'customers/share/:id', :to => 'customers#share', as: :share
#java script routes
get 'filter_vehicles_by_customer' => 'customers#filter_vehicles_by_customer'
@@ -48,5 +43,3 @@ end
#allow for just vehicles too
resources :vehicles
#resources :qbo_estimates

View File

@@ -8,27 +8,23 @@
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class 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???
class UpdateVehiclesTrim < ActiveRecord::Migration[5.1]
def change
add_column :vehicles, :doors, :text
add_column :vehicles, :trim, :text
reversible do |direction|
direction.up {
# Update local vehicle database by forcing a save, look at before_save
vehicles = Vehicle.all
vehicles.each { |vehicle|
vehicle.save!
}
}
end
invoice.line_items << line_item
return invoice
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2020 rick barrette
#Copyright (c) 2022 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:
#
@@ -8,30 +8,10 @@
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class 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)
class RemoveQboItems < ActiveRecord::Migration[5.1]
def change
drop_table :qbo_items
drop_table :qbo_purchases
drop_table :line_items
end
def save!
save
end
# Dummy stub to make validtions happy.
def update_attribute
end
end

View File

@@ -0,0 +1,22 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 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 DropQboPrefix < ActiveRecord::Migration[5.1]
def change
rename_table :qbo_invoices, :invoices
rename_table :qbo_estimates, :estimates
rename_table :qbo_employees, :employees
rename_table :issues_qbo_invoices, :invoices_issues
rename_column :issues, :qbo_estimate_id, :estimate_id
rename_column :users, :qbo_employee_id, :employee_id
rename_column :invoices_issues, :qbo_invoice_id, :invoice_id
end
end

View File

@@ -0,0 +1,15 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 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 RemoveQboTimeEntries < ActiveRecord::Migration[5.1]
def change
rename_column :time_entries, :qbo_billed, :billed
end
end

97
init.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2023 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:
#
@@ -8,61 +8,50 @@
#
#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.
# Dynamically load all Hooks & Patches
ActiveSupport::Reloader.to_prepare do
Dir::foreach(File.join(File.dirname(__FILE__), 'lib')) do |file|
next unless /\.rb$/ =~ file
require_dependency file
end
end
Redmine::Plugin.register :redmine_qbo do
# View Hook Listeners
require_dependency 'issues_form_hook_listener'
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'
# About
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 '1.1.0'
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'
Issue.safe_attributes 'qbo_estimate_id'
Issue.safe_attributes 'qbo_invoice_id'
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 = 20
# About
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 '2.0.0'
url 'https://github.com/rickbarrette/redmine_qbo'
author_url 'https://barrettefabrication.com'
settings :default => {'empty' => true}, :partial => 'qbo/settings'
requires_redmine :version_or_higher => '5.1.0'
# Permissions for security
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, :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? }
# Add safe attributes for core models
Issue.safe_attributes 'customer_id'
Issue.safe_attributes 'item_id'
Issue.safe_attributes 'estimate_id'
Issue.safe_attributes 'invoice_id'
Issue.safe_attributes 'vehicles_id'
User.safe_attributes 'employee_id'
TimeEntry.safe_attributes '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 = 20
# Permissions for security
permission :view_customers, :customers => :index, :public => false
permission :add_customers, :customers => :new, :public => false
permission :view_vehicles, :vehicles => :new, :public => false
# Register top menu items
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? }
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#Copyright (c) 2022 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:
#
@@ -12,27 +12,32 @@ require_dependency 'attachments_controller'
module AttachmentsControllerPatch
def self.included(base) # :nodoc:
base.extend(ClassMethods)
def self.included(base)
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
# check if login is globally required to access the application
def check_if_login_required
# no check needed if user is already logged in
return true if User.current.logged?
# Pull up the attachmet, & verify if we have a valid token for the Issue
attachment = Attachment.find(params[:id])
token = CustomerToken.where("token = ? and expires_at > ?", session[:token], Time.now)
token = token.first
unless token.nil?
return true if token.issue_id == attachment.container_id
end
require_login if Setting.login_required?
end
skip_before_action :read_authorize
end
end
module ClassMethods
end
module InstanceMethods
end
end
end
# Add module to AttachmentsController
AttachmentsController.send(:include, AttachmentsControllerPatch)

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#Copyright (c) 2022 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:
#
@@ -14,6 +14,6 @@ class HeaderFooterHookListener < Redmine::Hook::ViewListener
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>"
return "<div id='footer' align='center'><b>#{I18n.translate(:label_last_sync)}: </b> #{Qbo.last_sync if Qbo.exists?}</div>"
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2020 rick barrette
#Copyright (c) 2022 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
@@ -10,7 +10,7 @@
require_dependency 'issue'
# Patches Redmine's Issues dynamically.
# Patches Redmine's Issues dynamically.
# Adds a relationships
module IssuePatch
@@ -24,10 +24,8 @@ module IssuePatch
unloadable # Send unloadable so it will not be unloaded in development
belongs_to :customer, primary_key: :id
belongs_to :customer_token, primary_key: :id
belongs_to :qbo_estimate, 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 :estimate, primary_key: :id
has_and_belongs_to_many :invoices
belongs_to :vehicle, primary_key: :id
end
@@ -43,13 +41,12 @@ module IssuePatch
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_time = time_entries.where(billed: [false, nil])
spent_hours ||= spent_time.sum(:hours) || 0
if spent_hours > 0 then
@@ -65,7 +62,7 @@ module IssuePatch
spent_time.each do |entry|
h[entry.activity.name] += entry.hours
# update time entries billed status
entry.qbo_billed = true
entry.billed = true
entry.save
end
@@ -83,8 +80,7 @@ module IssuePatch
# 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.employee_id = assigned_to.employee_id
time_entry.customer_id = customer_id
time_entry.billable_status = "Billable"
time_entry.hours = hours
@@ -103,10 +99,10 @@ module IssuePatch
# Create a shareable link for a customer
def share_token
CustomerToken.create(:expires_at => Time.now + 1.month, :issue_id => id)
CustomerToken.get_token self
end
end
end
# Add module to Issue
Issue.send(:include, IssuePatch)

View File

@@ -7,41 +7,29 @@
#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 'issues_controller'
class QboItem < ActiveRecord::Base
unloadable
has_many :issues
#attr_accessible :name
validates_presence_of :id, :name
module IssuesControllerPatch
self.primary_key = :id
def self.get_base
Qbo.get_base(:item)
module Helper
def watcher_link(issue, user)
link = +''
link << link_to(I18n.t(:label_bill_time), bill_path( issue.id ), method: :get, class: 'icon icon-email-add') if user.admin?
link << link_to(I18n.t(:label_share), share_path( issue.id ), method: :get, target: :_blank, class: 'icon icon-shared') if user.logged?
link.html_safe + super
end
end
def self.sync
last = Qbo.first.last_sync
query = "SELECT Id, Name FROM Item WHERE Type = 'Service' "
query << " AND Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
if count == 0
items = get_base.all
else
items = get_base.query(query)
def self.included(base)
base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
helper Helper
end
unless items.count = 0
items.find_by(:type, "Service").each { |i|
qbo_item = QboItem.find_or_create_by(id: i.id)
qbo_item.name = i.name
qbo_item.id = i.id
qbo_item.save
}
end
# QboItem.where.not(items.map(&:id)).destroy_all
end
end
end
# Add module to IssuessController
IssuesController.send(:include, IssuesControllerPatch)

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#Copyright (c) 2022 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
@@ -10,7 +10,7 @@
class IssuesFormHookListener < Redmine::Hook::ViewListener
# Load the javascript
# Load the javascript to support the autocomplete forms
def view_layouts_base_html_head(context = {})
js = javascript_include_tag 'application', :plugin => 'redmine_qbo'
js += javascript_include_tag 'autocomplete-rails', :plugin => 'redmine_qbo'
@@ -18,50 +18,68 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
end
# Edit Issue Form
# Show a dropdown for quickbooks contacts
# Here we build the required form components before passing them to a partial view formatting.
def view_issues_form_details_bottom(context={})
f = context[:form]
#check project level customer/vehicle ownership first
# check project level customer ownership first
# This is done to preload customer information if the entire project is dedicated to a customer
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_estimate = context[:issue].qbo_estimate ? context[:issue].qbo_estimate.id : nil
# Check to see if the issue already belongs to a customer
selected_customer = context[:issue].customer ? context[:issue].customer.id : nil
selected_estimate = context[:issue].estimate ? context[:issue].estimate.id : nil
selected_vehicle = context[:issue].vehicles_id ? context[:issue].vehicles_id : nil
# Load customer information
customer = Customer.find_by_id(selected_customer) if selected_customer
# Customer Name Text Box with database backed autocomplete
search_customer = f.autocomplete_field :customer,
autocomplete_customer_name_customers_path,
:selected => selected_customer,
:update_elements => { :id => '#issue_customer_id', :value => '#issue_customer' }
:onchange => "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)",
:update_elements => {
:id => '#issue_customer_id',
:value => '#issue_customer'
}
# Customer ID - Hidden Field
customer_id = f.hidden_field :customer_id,
:id => "issue_customer_id",
:onchange => "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)"
# Load estimates & vehicles
if context[:issue].customer
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}
estimates = customer.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
# Generate the drop down list of quickbooks estimates & vehicles
select_estimate = f.select :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>"
# Pass all prebuilt form components to our partial
context[:controller].send(:render_to_string, {
:partial => 'issues/form_hook',
locals: {
search_customer: search_customer,
customer_id: customer_id,
context: context,
select_estimate: select_estimate,
vehicle: vehicle
}
}
)
end
end

View File

@@ -19,7 +19,11 @@ class IssuesSaveHookListener < Redmine::Hook::ViewListener
# Called After Issue Saved
def controller_issues_edit_after_save(context={})
issue = context[:issue]
issue.bill_time if issue.status.is_closed?
begin
issue.bill_time if issue.status.is_closed?
rescue
# TODO flash[:error] = "Unable to bill, check QBO Auth"
end
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#Copyright (c) 2022 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:
#
@@ -17,28 +17,28 @@ class IssuesShowHookListener < Redmine::Hook::ViewListener
# 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}"
customer = link_to issue.customer.name, customer_path( issue.customer.id )
end
# Estimate Number
if issue.qbo_estimate
estimate = issue.qbo_estimate.doc_number
estimate_link = link_to estimate, "#{Redmine::Utils::relative_url_root}/qbo/estimate/#{issue.qbo_estimate.id}", :target => "_blank"
if issue.estimate
estimate = issue.estimate.doc_number
estimate_link = link_to estimate, estimate_path( issue.estimate.id ), :target => "_blank"
end
# Invoice Number
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
if issue.invoice_ids
issue.invoice_ids.each do |i|
invoice = Invoice.find i
invoice_link = invoice_link + link_to( invoice.doc_number, invoice_path( 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}"
vehicle = link_to v.to_s, vehicle_path( v.id )
vin = v.vin
notes = v.notes
rescue
@@ -48,22 +48,16 @@ class IssuesShowHookListener < Redmine::Hook::ViewListener
split_vin = vin.scan(/.{1,9}/) if vin
context[:controller].send(:render_to_string, {
:partial => 'qbo/issues_show_details',
:partial => 'issues/show_details',
locals: {
customer: customer,
estimate_link: estimate_link,
invoice_link: invoice_link,
vehicle: vehicle,
split_vin: split_vin,
notes: notes
estimate_link: estimate_link,
invoice_link: invoice_link,
vehicle: vehicle,
split_vin: split_vin,
notes: notes
}
})
end
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

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2023 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:
#
@@ -11,7 +11,7 @@
require_dependency 'redmine/export/pdf'
require_dependency 'redmine/export/pdf/issues_pdf_helper'
module IssuesPdfHelperPatch
module PdfPatch
def self.included(base)
base.send(:include, InstanceMethods)
@@ -89,14 +89,14 @@ module IssuesPdfHelperPatch
if pdf.get_rtl
border_first_top = 'RT'
border_last_top = 'LT'
border_last_top = 'LT'
border_first = 'R'
border_last = 'L'
border_last = 'L'
else
border_first_top = 'LT'
border_last_top = 'RT'
border_last_top = 'RT'
border_first = 'L'
border_last = 'R'
border_last = 'R'
end
rows = left.size > right.size ? left.size : right.size
@@ -109,9 +109,9 @@ module IssuesPdfHelperPatch
heights << pdf.get_string_height(35, item ? "#{item.first}:" : "")
pdf.SetFontStyle('',9)
item = left[i]
heights << pdf.get_string_height(60, item ? item.last.to_s : "")
heights << pdf.get_string_height(60, item ? item.last.to_s : "")
item = right[i]
heights << pdf.get_string_height(60, item ? item.last.to_s : "")
heights << pdf.get_string_height(60, item ? item.last.to_s : "")
height = heights.max
item = left[i]
@@ -122,7 +122,7 @@ module IssuesPdfHelperPatch
item = right[i]
pdf.SetFontStyle('B',9)
pdf.RDMMultiCell(35, height, item ? "#{item.first}:" : "", (i == 0 ? border_first_top : border_first), '', 0, 0)
pdf.RDMMultiCell(35, height, item ? "#{item.first}:" : "", (i == 0 ? border_first_top : border_first), '', 0, 0)
pdf.SetFontStyle('',9)
pdf.RDMMultiCell(60, height, item ? item.last.to_s : "", (i == 0 ? border_last_top : border_last), '', 0, 2)
@@ -195,7 +195,7 @@ module IssuesPdfHelperPatch
pdf.ln
for changeset in issue.changesets
pdf.SetFontStyle('B',8)
csstr = "#{l(:label_revision)} #{changeset.format_identifier} - "
csstr = "#{l(:label_revision)} #{changeset.format_identifier} - "
csstr += format_time(changeset.committed_on) + " - " + changeset.author.to_s
pdf.RDMCell(190, 5, csstr)
pdf.ln
@@ -256,4 +256,4 @@ module IssuesPdfHelperPatch
end
end
Redmine::Export::PDF::IssuesPdfHelper.send(:include, IssuesPdfHelperPatch)
Redmine::Export::PDF::IssuesPdfHelper.send(:include, PdfPatch)

View File

@@ -10,7 +10,7 @@
require_dependency 'project'
# Patches Redmine's Projects dynamically.
# Patches Redmine's Projects dynamically.
# Adds a relationships
module ProjectPatch

View File

@@ -15,11 +15,11 @@ class ProjectsFormHookListener < Redmine::Hook::ViewListener
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_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
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"
@@ -32,5 +32,5 @@ class ProjectsFormHookListener < Redmine::Hook::ViewListener
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
end

View File

@@ -16,19 +16,19 @@ module QueryPatch
def available_columns
unless @available_columns
@available_columns = self.class.available_columns.dup
@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)
@available_columns << QueryColumn.new(:customer, :sortable => "#{Issue.table_name}.customer_id", :groupable => true, :caption => :field_customer)
@available_columns << QueryColumn.new(:billed, :sortable => "#{TimeEntry.table_name}.billed", :groupable => true, :caption => :field_billed)
end
super
end
# Add customers to filters
def initialize_available_filters
add_available_filter "customer", :type => :text
#add_available_filter "customer", :type => :text
super
end
end
# Add module to Issue
IssueQuery.send(:prepend, QueryPatch)
IssueQuery.send(:prepend, QueryPatch)

View File

@@ -16,18 +16,18 @@ module TimeEntryQueryPatch
def available_columns
unless @available_columns
@available_columns = self.class.available_columns.dup
@available_columns << QueryColumn.new(:qbo_billed, :sortable => "#{TimeEntry.table_name}.name", :groupable => true, :caption => :field_qbo_billed)
@available_columns << QueryColumn.new(:billed, :sortable => "#{TimeEntry.table_name}.name", :groupable => true, :caption => :field_billed)
end
super
end
# Add QBO options to the filter
def initialize_available_filters
add_available_filter "qbo_billed", :type => :boolean
add_available_filter "billed", :type => :boolean
super
end
end
# Add module to TimeEntryQuery
TimeEntryQuery.send(:prepend, QueryPatch)
TimeEntryQuery.send(:prepend, QueryPatch)

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#Copyright (c) 2022 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
@@ -10,7 +10,7 @@
require_dependency 'user'
# Patches Redmine's User dynamically.
# Patches Redmine's User dynamically.
# Adds a relationships
module UserPatch
def self.included(base) # :nodoc:
@@ -21,7 +21,7 @@ module UserPatch
# Same as typing in the class
base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
belongs_to :qbo_employee, primary_key: :id
belongs_to :employee, primary_key: :id
end
end
@@ -33,7 +33,7 @@ module UserPatch
end
end
end
# Add module to Issue
User.send(:include, UserPatch)

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#Copyright (c) 2022 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:
#
@@ -14,12 +14,12 @@ class UsersShowHookListener < Redmine::Hook::ViewListener
def view_users_form(context={})
# Update the users
#QboEmployee.update_all
#Employee.update_all
# Check to see if there is a quickbooks user attached to the issue
@selected = context[:user].qbo_employee.id if context[:user].qbo_employee
@selected = context[:user].employee.id if context[:user].employee
# Generate the drop down list of quickbooks contacts
return "<p>#{context[:form].select :qbo_employee_id, QboEmployee.all.pluck(:name, :id), :selected => @selected, include_blank: true}</p>"
return "<p>#{context[:form].select :employee_id, Employee.all.pluck(:name, :id), :selected => @selected, include_blank: true}</p>"
end
end

View File

@@ -1,3 +1,15 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 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 ViewHookListener < Redmine::Hook::ViewListener
render_on :view_layouts_base_sidebar, :partial => "qbo/sidebar"
end

View File

@@ -1,6 +1,6 @@
require File.expand_path('../../test_helper', __FILE__)
class QboEmployeeTest < ActiveSupport::TestCase
class EmployeeTest < ActiveSupport::TestCase
# Replace this with your real tests.
def test_truth