Compare commits
15 Commits
| Author | SHA1 | Date | |
|---|---|---|---|
| 332f07c93d | |||
| 54d4be9762 | |||
| f1e3c29c97 | |||
| 66d393a465 | |||
| 218d3392f0 | |||
| 0136d91cc3 | |||
| a95f0350d8 | |||
| 55c04b6585 | |||
| ea21bc362a | |||
| 117d92b879 | |||
| 440c8e4618 | |||
| 1344526f7f | |||
| 19acfbc76f | |||
| 9dfb27f0a4 | |||
| 51cd830710 |
|
Before Width: | Height: | Size: 53 KiB After Width: | Height: | Size: 346 KiB |
BIN
Screenshots/plugin_cusomer_search.png
Normal file
|
After Width: | Height: | Size: 148 KiB |
BIN
Screenshots/plugin_customer_detail.png
Normal file
|
After Width: | Height: | Size: 303 KiB |
|
Before Width: | Height: | Size: 72 KiB After Width: | Height: | Size: 240 KiB |
|
Before Width: | Height: | Size: 106 KiB After Width: | Height: | Size: 512 KiB |
|
Before Width: | Height: | Size: 49 KiB |
@@ -92,7 +92,7 @@ class QboController < ApplicationController
|
||||
# Quickbooks Webhook Callback
|
||||
def qbo_webhook
|
||||
|
||||
logger.debug "Quickbooks is calling webhook"
|
||||
logger.info "Quickbooks is calling webhook"
|
||||
|
||||
# check the payload
|
||||
signature = request.headers['intuit-signature']
|
||||
@@ -149,14 +149,14 @@ 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?
|
||||
|
||||
@@ -62,6 +62,8 @@ class VehiclesController < ApplicationController
|
||||
begin
|
||||
@vehicle = Vehicle.find_by_id(params[:id])
|
||||
@vin = @vehicle.vin.scan(/.{1,9}/) if @vehicle.vin
|
||||
@issues = @vehicle.issues.order(id: :desc)
|
||||
@closed_issues = (@issues - @issues.open)
|
||||
rescue ActiveRecord::RecordNotFound
|
||||
render_404
|
||||
end
|
||||
|
||||
@@ -24,6 +24,7 @@ class QboEstimate < ActiveRecord::Base
|
||||
|
||||
# sync all estimates
|
||||
def self.sync
|
||||
logger.debug "Syncing ALL estimates"
|
||||
estimates = get_base.all
|
||||
estimates.each { |estimate|
|
||||
process_estimate(estimate)
|
||||
@@ -35,6 +36,7 @@ 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
|
||||
|
||||
@@ -44,11 +46,13 @@ class QboEstimate < ActiveRecord::Base
|
||||
estimate = get_base.fetch_by_id(id)
|
||||
qbo_estimate = find_or_create_by(id: id)
|
||||
qbo_estimate.doc_number = estimate.doc_number
|
||||
qbo_estimate.txn_date = estimate.txn_date
|
||||
qbo_estimate.save!
|
||||
end
|
||||
|
||||
# process an estimate into the database
|
||||
def self.process_estimate(estimate)
|
||||
logger.info "Processing estimate #{estimate.id}"
|
||||
qbo_estimate = find_or_create_by(id: estimate.id)
|
||||
qbo_estimate.doc_number = estimate.doc_number
|
||||
qbo_estimate.customer_id = estimate.customer_ref.value
|
||||
|
||||
@@ -71,7 +71,7 @@ class QboInvoice < ActiveRecord::Base
|
||||
|
||||
# processes the invoice into the database
|
||||
def self.process_invoice(invoice)
|
||||
logger.debug "Processing invoice"
|
||||
logger.info "Processing invoice #{invoice.id}"
|
||||
|
||||
# Load the invoice into the database
|
||||
qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
|
||||
@@ -104,6 +104,7 @@ 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)
|
||||
logger.debug "Comparing custom fields"
|
||||
# TODO break if QboInvoice.find(invoice.id).cf_sync_confict
|
||||
is_changed = false
|
||||
|
||||
@@ -115,6 +116,10 @@ class QboInvoice < ActiveRecord::Base
|
||||
# TODO create hook for seperate plugin
|
||||
begin
|
||||
if cf.name.eql? "VIN"
|
||||
# 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
|
||||
@@ -122,6 +127,8 @@ class QboInvoice < ActiveRecord::Base
|
||||
logger.debug "VIN has changed"
|
||||
is_changed = true
|
||||
end
|
||||
|
||||
end
|
||||
end
|
||||
rescue
|
||||
#do nothing
|
||||
|
||||
@@ -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>
|
||||
|
||||
|
||||
@@ -1,2 +1,6 @@
|
||||
<% if User.current.logged? %>
|
||||
|
||||
<%= render :partial => 'customers/sidebar' %>
|
||||
<%= render :partial => 'estimates/sidebar' %>
|
||||
|
||||
<% end %>
|
||||
|
||||
@@ -21,11 +21,6 @@
|
||||
<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%>
|
||||
|
||||
@@ -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>
|
||||
|
||||
|
||||
@@ -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 %>
|
||||
|
||||
@@ -4,11 +4,11 @@
|
||||
<div style="text-align: left; width:90%;">
|
||||
<%= render :partial => 'vehicles/details', locals: {vehicle: @vehicle} %>
|
||||
|
||||
<p> <b> <%=t(:label_open_issues)%> </b> </p>
|
||||
<p><b><%=@issues.open.count%> <%=t(:label_open_issues)%> </b> </p>
|
||||
|
||||
<%= 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>
|
||||
<p><b><%=@closed_issues.count%> <%=t(:label_closed_issues)%> </b> </p>
|
||||
|
||||
<%= render :partial => 'issues/list_simple', locals: {issues: (@vehicle.issues - @vehicle.issues.open)} %>
|
||||
<%= render :partial => 'issues/list_simple', locals: {issues: (@closed_issues)} %>
|
||||
</div>
|
||||
|
||||
@@ -77,3 +77,4 @@ en:
|
||||
label_no_estimates: "No Estimates"
|
||||
label_no_invoices: "No Invoices"
|
||||
label_invoices: "Invoices"
|
||||
label_load_customer: "Load Customer"
|
||||
33
init.rb
@@ -8,36 +8,27 @@
|
||||
#
|
||||
#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'
|
||||
version '1.1.1'
|
||||
url 'https://github.com/rickbarrette/redmine_qbo'
|
||||
author_url 'http://rickbarrette.org'
|
||||
settings :default => {'empty' => true}, :partial => 'qbo/settings'
|
||||
requires_redmine :version_or_higher => '4.0.0'
|
||||
|
||||
# Add safe attributes
|
||||
# Add safe attributes for core models
|
||||
Issue.safe_attributes 'customer_id'
|
||||
Issue.safe_attributes 'qbo_item_id'
|
||||
Issue.safe_attributes 'qbo_estimate_id'
|
||||
@@ -61,7 +52,7 @@ Redmine::Plugin.register :redmine_qbo do
|
||||
permission :add_payments, :payments => :new, :public => false
|
||||
permission :view_vehicles, :payments => :new, :public => false
|
||||
|
||||
# Register QBO top menu item
|
||||
# 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? }
|
||||
|
||||
|
||||
@@ -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='qbo_footer' align='center'><b>#{I18n.translate(:label_last_sync)}: </b> #{Qbo.last_sync if Qbo.exists?}</div>"
|
||||
end
|
||||
end
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
@@ -18,7 +18,7 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
|
||||
end
|
||||
|
||||
# Edit Issue Form
|
||||
# Show a dropdown for quickbooks contacts
|
||||
# TODO figure out how to do this with a view
|
||||
def view_issues_form_details_bottom(context={})
|
||||
f = context[:form]
|
||||
|
||||
@@ -28,7 +28,7 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
|
||||
selected_vehicle = context[:project].vehicle ? context[:project].vehicle.id : nil
|
||||
end
|
||||
|
||||
# Check to see if there is a quickbooks user attached to the issue
|
||||
# Check to see if there are things 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
|
||||
selected_vehicle = context[:issue].vehicles_id ? context[:issue].vehicles_id : nil
|
||||
@@ -36,15 +36,22 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
|
||||
# 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)
|
||||
@@ -57,11 +64,10 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
|
||||
estimates = [nil].compact
|
||||
end
|
||||
|
||||
# Generate the drop down list of quickbooks extimates
|
||||
# Generate the drop down list of quickbooks extimates & vehicles
|
||||
select_estimate = f.select :qbo_estimate_id, estimates, :selected => selected_estimate, include_blank: true
|
||||
|
||||
vehicle = f.select :vehicles_id, vehicles, :selected => selected_vehicle, include_blank: true
|
||||
|
||||
return "<p><label for=\"issue_customer\">Customer</label>#{search_customer} #{customer_id}</p> <p>#{select_estimate}</p> <p>#{vehicle}</p>"
|
||||
return "<p><label for=\"issue_customer\">Customer</label>#{search_customer} #{customer_id} #{link_to_function I18n.t(:label_load_customer), "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)"}</p> <p>#{select_estimate}</p> <p>#{vehicle}</p>"
|
||||
end
|
||||
end
|
||||
|
||||
@@ -16,7 +16,7 @@ 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(:customer, :sortable => "#{Issue.table_name}.customer_id", :groupable => true, :caption => :field_customer)
|
||||
@available_columns << QueryColumn.new(:qbo_billed, :sortable => "#{TimeEntry.table_name}.qbo_billed", :groupable => true, :caption => :field_qbo_billed)
|
||||
end
|
||||
super
|
||||
@@ -24,7 +24,7 @@ module QueryPatch
|
||||
|
||||
# Add customers to filters
|
||||
def initialize_available_filters
|
||||
add_available_filter "customer", :type => :text
|
||||
#add_available_filter "customer", :type => :text
|
||||
super
|
||||
end
|
||||
|
||||
|
||||
@@ -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
|
||||
|
||||