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208 Commits

Author SHA1 Message Date
e35a2148eb 2026.2.0 2026-02-06 19:37:32 -05:00
c8f115ae02 removed unused js 2026-02-06 19:28:42 -05:00
d59e52b111 removed subject from logs 2026-02-06 18:58:16 -05:00
2c3548d1ac Added logging 2026-02-06 18:55:49 -05:00
d80007bc84 Titleize the subject before save , but keep words containing numbers mixed with letters capitalized 2026-02-06 18:52:11 -05:00
b030f85b74 Botton_to didn't work for google cal link 2026-02-04 21:39:18 -05:00
2f0ee6a6d6 refoactored hooks and patches under RedmineQbo module 2026-02-04 07:18:25 -05:00
637cfa89b4 Refactored view hooks 2026-02-03 22:52:34 -05:00
c36f4c905b moved issue hooks into issue_patch 2026-02-03 22:42:08 -05:00
83fb20044d updated plugin description 2026-01-31 22:10:23 -05:00
928e632dd3 converted links to buttons 2026-01-31 21:02:22 -05:00
8b9cf5066e only show checkboxes if more then 1 invoices 2026-01-31 20:44:15 -05:00
45bfce87d8 2026.1.9 2026-01-31 13:02:21 -05:00
6f33e9d23d Inverted conditionals in estimates and invoices lists to use 'unless' 2026-01-31 12:54:07 -05:00
92460392b9 Refactor estimates and invoices rendering to use local variables for the abilty for other plugins to display filtered lists 2026-01-31 12:45:47 -05:00
f1bdf59697 Add customer details translation and fix link in appointment action 2026-01-30 23:05:23 -05:00
60e2f1d2b0 2026.1.8 2026-01-30 21:30:28 -05:00
6c9ae82f81 fixed typo 2026-01-30 21:22:08 -05:00
42e4494f6e fixed entity, they need strings 2026-01-30 21:17:17 -05:00
7e0b2c9d09 Removed unused folders 2026-01-30 20:51:09 -05:00
5ca68b01b6 removed unsued tests 2026-01-30 20:46:04 -05:00
ebd4fa7363 Add flash error messages for forbidden access in permission checks 2026-01-30 20:40:57 -05:00
e6818958ae Add I18n support for flash messages and update locale file with new notices 2026-01-30 20:19:12 -05:00
5b31459629 use a symbol for empty 2026-01-30 19:28:33 -05:00
92de2928f6 Merge branch 'master' into symbols 2026-01-30 17:12:11 -05:00
a8af180de2 2026.1.7 2026-01-30 17:09:34 -05:00
e621dc9e3a nil not nill 2026-01-30 17:00:29 -05:00
c3d7c1c867 Use symbols 2026-01-30 16:58:14 -05:00
defeec7f8e 2026.1.6 2026-01-30 07:53:51 -05:00
37c302e274 use symbol keys 2026-01-30 07:53:29 -05:00
006e907b35 need to supply selected id 2026-01-30 07:53:14 -05:00
f1f77a8022 use locale 2026-01-30 07:42:09 -05:00
ff358d806e 2026.1.5 2026-01-30 07:22:11 -05:00
b80e1d4e28 loose the hash rocket, use symbol keys 2026-01-29 22:30:59 -05:00
f24128ef75 Cleaned up Issue Show Hook 2026-01-29 21:53:18 -05:00
d3a8c05f50 Added missing to_s method 2026-01-29 21:36:50 -05:00
f023cd246d Titlize new issue subjects 2026-01-29 21:18:15 -05:00
b7e18a3c3f Cleaned up Issue Form Hook 2026-01-29 21:12:32 -05:00
67f2dbf4d8 Removed reduntant onchange js call to update issue 2026-01-28 17:35:12 -05:00
924aa7657b Fixed typo 2026-01-28 10:11:28 -05:00
16fe07f177 Fixed typo 2026-01-28 08:50:37 -05:00
9257b2f938 2026.1.4 2026-01-28 08:42:33 -05:00
0227681e92 Added hook list to README 2026-01-28 08:41:55 -05:00
c034696810 Disabled showing assinee to customer 2026-01-28 08:38:02 -05:00
ffdabccd84 Updated README with information about plugin hooks 2026-01-28 08:18:29 -05:00
1f03908040 Refactor employee and estimate models by removing redundant comments; update locale file to remove item references; delete unused QboItemTest file. 2026-01-28 07:45:20 -05:00
43a5317b4e Removed DEVELOPMENT from plugin name 2026-01-28 07:03:08 -05:00
4c49ec6890 2026.1.3 2026-01-27 21:17:17 -05:00
ef7faee685 Process updates from the hooks 2026-01-27 20:50:54 -05:00
02b48d2de4 Dont add reference for customers to projects 2026-01-27 18:07:37 -05:00
e670d99766 Removed project level intergration 2026-01-27 18:01:42 -05:00
241dd594d0 Fixed pdf hooks 2026-01-26 23:22:23 -05:00
b603cb634a Version Bump 2026.1.2 2026-01-26 22:59:48 -05:00
1308a05011 Removed Load Customer Link 2026-01-26 21:00:16 -05:00
334ed60bf7 removed extra comma 2026-01-26 20:14:01 -05:00
d63bf809f2 Merge branch 'redmine-6' into dev-6 2026-01-26 10:16:40 -05:00
31406af681 Version bump 2026.1.1 2026-01-26 10:09:24 -05:00
479be461a6 Dynamically load updateIssueFrom javascript path 2026-01-26 10:08:53 -05:00
c1af031d22 Link to sandbox if enabled 2026-01-23 21:40:08 -05:00
a741cd0217 update readme 2026-01-22 21:54:03 -05:00
4ae9374401 Merge branch 'redmine-6' into dev-6 2026-01-22 21:50:40 -05:00
b096244454 Better display of customer note 2026-01-22 21:50:17 -05:00
4983cd661c Fixed missing locale 2026-01-22 21:49:33 -05:00
5f6fb4af27 Only show select all when more than one invoice 2026-01-22 21:29:08 -05:00
2f2c74403f Bug fixes 2026-01-22 21:20:47 -05:00
43579d73e5 Merge remote-tracking branch 'origin/hooks' into dev-6 2026-01-22 20:58:06 -05:00
a90d6b839f Updated readme 2026-01-22 20:57:09 -05:00
e76f977ca8 Removed Vehicles 2026-01-22 20:54:06 -05:00
7f821d241c Removed typo 2026-01-22 20:47:31 -05:00
1bc9227c7f finish redmine-6 merge into dev 2026-01-22 20:43:06 -05:00
3c2f1d0edd Merge branch 'redmine-6' into HEAD 2026-01-22 20:39:20 -05:00
35e303d54b Migrated hard coded strings to locales 2026-01-21 20:49:54 -05:00
2aeb3fa028 Updated copyright dates 2026-01-21 20:40:06 -05:00
c85e45b544 Print attached estimate 2026-01-21 20:29:38 -05:00
6cd7825430 Added pdf method 2026-01-21 20:28:54 -05:00
14f411c2e1 Moved hooks & patches into sperate folders 2026-01-21 19:35:08 -05:00
623510b474 Finaly got the issue form javascrip reloading to work 2026-01-21 12:20:43 -05:00
20d9f0a84e update readme 2026-01-20 21:41:58 -05:00
f741ce5dc9 Fixed displaying of notes 2026-01-20 21:40:17 -05:00
72ec89292f Added onclick to load customer link 2026-01-20 21:15:25 -05:00
b54eb86b7f Moved javascript into ViewLayoutsHookListener 2026-01-20 21:02:40 -05:00
f74f3ad72e Select All Invoices For Bulk PDF 2026-01-20 20:49:03 -05:00
0647b7708f Udated README & Copyright Date 2026-01-20 13:49:38 -05:00
7d644f0619 Dynamically load all Hooks & Patches 2026-01-20 08:12:34 -05:00
b712c328ba Remove logging 2026-01-20 08:11:53 -05:00
5649ba05cd Added Checkbox Controller javascript 2026-01-19 19:34:59 -05:00
bcdd515cf1 Remove view_layouts_base_body_bottom 2026-01-19 19:34:10 -05:00
704dff2a72 Multiple Invoices to PDF 2026-01-19 19:33:29 -05:00
55d00f9005 Added sandbox to settings 2025-07-08 21:01:48 -04:00
eba3f529f8 Set version & requirements 2025-07-08 20:19:19 -04:00
f0a3b0193c Development mode
Use the QBO sandbox & Display DEVEOMPENT in the plugin name
2025-06-18 08:30:21 -04:00
19733c3f8c Added gem rexml 2025-06-16 23:41:30 -04:00
f22795ac90 Moved strings for notices to en.yml 2025-06-16 22:56:54 -04:00
166a9ee31b Removed has_many purchases, table doesn't exist anymore 2025-06-16 22:54:47 -04:00
4d85c24872 generate redirect_uri protocol based one site settings 2025-06-16 22:30:30 -04:00
43c7374c42 Load oauth key & secret when constructing client, not on application start up 2025-06-16 22:16:58 -04:00
60857e9dca generate redirect_uri protocol based one site settings 2025-06-16 22:15:42 -04:00
d38f0d6ac1 Merge branch 'master' of https://github.com/rickbarrette/redmine_qbo 2025-06-15 19:03:59 -04:00
f6da031e72 include Redmine::I18n 2025-06-15 18:59:00 -04:00
9779437c00 Log token refresh 2024-12-19 09:41:53 -05:00
1a37926628 Log error not info 2024-12-19 09:36:23 -05:00
dac9a7c756 Started Support for Redmine 6 2024-12-12 06:00:36 -05:00
9ac1261ed0 Sort by id not doc_number
This fixes the bug where documents were displayed out of order
2024-08-30 09:19:58 -04:00
9b69d3f728 Added link to customer profile for appointments 2024-08-26 11:00:50 -04:00
a5de879260 Fixed formatting 2024-08-26 08:41:56 -04:00
6464e1cbc6 Added actions 2024-08-26 07:58:40 -04:00
7f3a94229a Create Estimate 2024-08-26 07:58:05 -04:00
395e0117fb Update _actions.html.erb 2024-08-26 07:57:10 -04:00
e04d363e42 Added label for actions 2024-08-26 07:56:06 -04:00
3b6c0d4a70 Removed Action links 2024-08-26 07:52:27 -04:00
d1f6ccd9cb Create _actions.html.erb 2024-08-26 07:51:38 -04:00
74f7ba41df Add Appointment Link 2024-08-21 21:39:50 -04:00
4fb424faa8 Only sync by doc number if not in database 2024-08-20 07:14:37 -04:00
63218e7f42 Fixed formating 2024-08-19 23:28:54 -04:00
7f0bb3cae7 Removed extra end 2024-08-19 23:26:43 -04:00
ad7417c233 Moved work into thread to repsond quickly 2024-08-19 23:21:56 -04:00
cf0be2336b Removed sync button from sidebar 2024-08-19 23:12:20 -04:00
6e08746611 2.1.1 Force Estimate sync by Doc Number when searching 2024-08-19 22:51:53 -04:00
7eb26facaf Use the first result 2024-08-19 22:49:20 -04:00
9115cc662c Forgot params[:search] 2024-08-19 22:39:50 -04:00
9e7c1dbfb2 removed () 2024-08-19 22:38:16 -04:00
e99f5d2e52 Added webhook view 2024-08-19 22:36:44 -04:00
039d1ca993 Use Logger.info 2024-08-19 22:31:41 -04:00
dd9ac3c481 Added Estimate.sync_by_doc_number 2024-08-19 22:30:34 -04:00
4f789080e7 2.1.0 Bumped wrong versoin 2024-08-19 20:18:22 -04:00
80fc858a35 send back status 200 if request succeeded 2024-08-19 20:14:02 -04:00
6f8d280657 5.2.0 FIXED QBO Authentication 2024-08-19 20:06:13 -04:00
5782cbc166 Added https 2024-08-19 20:04:09 -04:00
0729d2ac41 added https to redirect_uri 2024-08-19 20:02:22 -04:00
6c6de0ba86 Added log 2024-08-19 19:59:26 -04:00
11dbcaf80c Use Setting.host_name & path 2024-08-19 19:53:51 -04:00
95592e542f Use qbo_oauth_callback_path 2024-08-19 19:30:51 -04:00
472bdec4fa Use qbo_authenticate_path 2024-08-19 19:17:45 -04:00
c7a313e9ed Add customer name to details 2024-04-03 11:47:38 -04:00
c14b590083 2024 Copy Right Update 2024-03-29 08:10:05 -04:00
040c920481 2.0.5 2024-03-29 07:58:26 -04:00
8c63817950 Use free_form_number 2024-03-28 14:13:39 -04:00
e2f43d398f Nil Checks 2024-03-28 14:01:18 -04:00
7ba4829066 Update Customer Phone Numbers On Sync 2024-03-28 13:51:29 -04:00
938999db91 Added quickbooks to customer's name 2024-03-28 12:54:36 -04:00
0b60a8e41b 2.0.4 2024-01-07 20:53:07 -05:00
817a43e849 Fixed update 2024-01-07 20:47:26 -05:00
047296329e 2.0.32.0.3 2023-12-31 16:42:47 -05:00
c8cb74f3d4 Merge branch 'redmine-5' 2023-12-31 16:35:26 -05:00
aceb6cb6b5 fixed typo 2023-12-31 16:26:02 -05:00
b531076c18 Merge branch 'dev' into hooks 2023-12-30 23:43:10 -05:00
9e342ced28 Merge branch 'master' into hooks 2023-12-30 23:40:08 -05:00
9fd1bc9dff Merge branch 'redmine-5' 2023-12-30 23:35:25 -05:00
0537d9bd86 Merge branch 'master' into hooks 2023-12-30 23:18:55 -05:00
04391f1c6e 2.0.2 2023-12-30 23:07:17 -05:00
e2bf42e66b Fixed invoice pdf 2023-12-30 23:04:43 -05:00
0c72ca9294 missed this authenticated_request 2023-12-30 23:01:32 -05:00
2985fad77c Fixed typo 2023-12-30 23:01:01 -05:00
02b5fb4d0e Fixed returned variable handling 2023-12-30 22:53:08 -05:00
bf417c163c Rework performing authenticated requests 2023-12-30 22:33:28 -05:00
b35974e455 2.0.1 2023-12-30 20:55:58 -05:00
6d0abf865e 2023 2023-12-30 20:54:40 -05:00
275af9be82 Fixed formatting 2023-12-30 20:53:39 -05:00
f4e44a1975 Remove listen (was used for development env) 2023-12-30 20:29:20 -05:00
81f322b616 Call refresh_token to set token time stamps 2023-12-30 20:26:30 -05:00
f094ef57ec Setter for notes 2023-12-30 20:08:36 -05:00
2e32d8f6e5 Fixed get_base 2023-12-30 19:55:01 -05:00
3e352f270d Added Item 2023-12-30 19:41:02 -05:00
45056e8ff4 Remove unsed columns 2023-12-30 19:28:04 -05:00
b13abe51bf Display token expiration times 2023-12-30 19:27:37 -05:00
c3513427de Used realm_id not comany_id 2023-12-30 19:13:08 -05:00
7a6b6882d2 Update get_base 2023-12-30 18:53:01 -05:00
d6ec34cef9 added realm_id 2023-12-30 12:56:46 -05:00
84dfdd707a fixed token names 2023-12-30 12:46:52 -05:00
517a239485 Started reworking Oauth token sorage 2023-12-30 12:39:51 -05:00
47868051f8 Rails 6.1 Deprecates update_attributes 2023-12-29 20:25:26 -05:00
96e4e9df66 Fixed typo with params 2023-12-29 20:17:46 -05:00
7d510e4028 Added notes to allowed params 2023-12-29 20:06:15 -05:00
6760b29148 Log the time stamp 2023-12-29 19:20:31 -05:00
122063b1d5 Fixed customer typo 2023-12-29 19:14:38 -05:00
b304c3a175 Fixed employee typo 2023-12-29 19:09:24 -05:00
5b89d73c20 Remove QboItem.sync 2023-12-29 18:56:20 -05:00
8380dda25a render 403 when forbidden 2023-12-29 17:06:00 -05:00
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
a531ef4f87 Added hour totals to customer job history 2023-01-14 06:20:41 -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
1fae647381 Merge branch 'master' into dev 2022-03-19 05:49:54 -04:00
d1764e2203 Removed Comment 2022-03-19 05:49:18 -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
f830881883 Don't need to pass customer, only issue 2022-03-17 06:52:46 -04:00
fb87e8a33a Added hook :show_issue_view_right 2022-03-17 06:45:57 -04:00
8bdec410c4 Fixed render of hook :show_customer_view_right 2022-03-17 06:12:35 -04:00
dec9eee90b Merge branch 'master' into dev 2022-03-15 12:29:11 -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
2745ecf242 Added call_hook :show_customer_view_right 2022-03-14 07:52:33 -04:00
13472c3b3a Remove nhtsa_vin gem 2022-03-14 07:26:07 -04:00
b686110145 Initial Vehicle Delete 2022-03-14 07:22:43 -04:00
d91e7892c3 Added PDF hooks 2022-03-13 22:36:34 -04:00
f26224de56 Created hook process_invoice_custom_fields 2022-03-13 20:06:13 -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
130 changed files with 1598 additions and 2012 deletions

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@@ -1,12 +1,13 @@
source 'https://rubygems.org'
gem 'quickbooks-ruby'
gem 'oauth2', '1.4.7'
gem 'oauth2'
gem 'roxml'
gem 'nhtsa_vin'
gem 'will_paginate'
gem 'rails-jquery-autocomplete'
gem 'jquery-ui-rails'
gem 'rexml'
gem 'combine_pdf'
group :assets do
gem 'coffee-rails'

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@@ -1,6 +1,6 @@
The MIT License (MIT)
Copyright (c) 2016 - 2022 Rick Barrette
Copyright (c) 2016 - 2026 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

148
README.md
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@@ -1,78 +1,110 @@
# Redmine Quickbooks Online
# Redmine QuickBooks Online
A plugin for Redmine to connect to Quickbooks Online
A plugin for Redmine to connect to QuickBooks Online.
The goal of this project is to allow Redmine to connect with Quickbooks Online to create Time Activity Entries for billable hours loged 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 logged when an Issue is closed.
#### Disclaimer
## Disclaimer
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
**Note:** Although the core functionality is complete, this project is still under development and the master branch may be unstable. Tags should be stable and are recommended.
Use tags Version 1.0.0+ for Redmine 4+ and Version 0.8.1 for Redine 3
## Compatibility
#### Features
* 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 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
| Plugin Version | Redmine Version |
| :--- | :--- |
| Version 2026.1.0+ | Redmine 6.1 |
| Version 2.0.0+ | Redmine 5 |
| Version 1.0.0+ | Redmine 4 |
| Version 0.8.1 | Redmine 3 |
## Features
* **Customer Assignment:** Issues can be assigned to a Customer via a dropdown in the edit Issue form.
* Once a customer is attached to an Issue, you can attach an Estimate to the issue via a dropdown menu.
* **Employee Mapping:** An Employee is assigned to a Redmine User via a dropdown in the User Administration page.
* **Automatic Billing:** If an Issue has been assigned a Customer, the following happens when the Issue is closed:
* A new Time Activity will be billed against the Customer assigned to the issue for each Redmine Time Entry.
* Time Entries will be totalled up by Activity name. This allows billing for different activities without having to create separate Issues.
* The Time Activity names are used to dynamically lookup Items in QuickBooks.
* If there are no Items that match the Activity name, it will be skipped and will not be billed to the Customer.
* Labor Rates are set by the corresponding Item in QuickBooks.
* **Customer Management:** 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/edited via the Customer page.
* **Webhook Support:**
* **Invoices:** Automatically attached to an Issue if a line item contains a hashtag number (e.g., `#123`).
* **Custom Fields:** Invoice Custom Fields are matched to Issue Custom Fields and are automatically updated in QuickBooks. (Useful for extracting Mileage In/Out from the Issue to update the Invoice).
* **Sync:** Customers are automatically updated in the local database.
* **Plugin View Hooks** Allows intergration of other features supported by companion plugins, for example [redmine_qbo_vehicles](https://github.com/rickbarrette/redmine_qbo_vehicles) adds customer vehicle interation
## 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
* Sign up to become a developer for Intuit: https://developer.intuit.com/
* Create your own application to obtain your API keys.
* Set up the webhook service to `https://redmine.yourdomain.com/qbo/webhook`
## The Install
## Installation
1. To install, clone this repo into your plugin folder & checkout a tagged version
1. **Clone the plugin:**
Clone this repo into your plugin folder and checkout a tagged version.
```bash
cd path/to/redmine/plugins
git clone git@github.com:rickbarrette/redmine_qbo.git
cd redmine_qbo
git checkout <tag>
```
`git clone git@github.com:rickbarrette/redmine_qbo.git`
then
`git checkout <tag>`
2. Migrate your database
`rake redmine:plugins:migrate RAILS_ENV=production`
3. Navigate to the plugin configuration page and suppy your own OAuth key & secret.
4. After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
5. Assign an Employee to each of your users via the User Administration Page
2. **Install dependencies:** *Crucial for Redmine 6 / Rails 7 compatibility.*
Bash
```
bundle install
```
3. **Migrate your database:**
Bash
```
bundle exec rake redmine:plugins:migrate RAILS_ENV=production
```
4. **Restart Redmine:** You must restart your Redmine server instance for the plugin and hooks to load.
5. **Configuration:**
* Navigate to the plugin configuration page (`Administration > Plugins > Configure`).
* Supply your own OAuth Key & Secret.
* After saving the Key & Secret, click the **Authenticate** link on the configuration page to connect to QBO.
6. **User Mapping:**
* Assign an Employee to each of your users via the **User Administration Page**.
## 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 simply need to assign a Customer to an Issue via the dropdowns in the issue creation/update form.
Note: After the inital synchronization, this plugin will recieve push notifications via Intuit's webhook service.
**Note:** After the initial synchronization, this plugin will receive push notifications via Intuit's webhook service.
## TODO
* Add Setting for Sandbox Mode
* Seperate Vehicles into a seperate plugin (I use redmine for my automotive shop management 😉)
* MORE Stuff as I make it up...
## Companion Plugin Hooks
* :pdf_left, { issue: issue }
* :pdf_right, { issue: issue }
* :process_invoice_custom_fields, { issue: issue, invoice: invoice }
* :show_customer_view_right, {customer: @customer}
## License
The MIT License (MIT)
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:
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.
> The MIT License (MIT)
>
> Copyright (c) 2016 - 2026 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.

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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 @@
# This controller class will handle map management
class CustomersController < ApplicationController
unloadable
include AuthHelper
helper :issues
@@ -27,22 +26,16 @@ class CustomersController < ApplicationController
include SortHelper
helper :timelog
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]
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
autocomplete :customer, :name, :full => true, :extra_data => [:id]
autocomplete :customer, :name, full: true, extra_data: [:id]
def allowed_params
params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number)
end
# getter method for a customer's vehicles
# used for customer autocomplete field / issue form
def filter_vehicles_by_customer
@filtered_vehicles = Vehicle.all.where(customer_id: params[:selected_customer])
params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
end
# getter method for a customer's invoices
@@ -60,7 +53,7 @@ class CustomersController < ApplicationController
# display a list of all customers
def index
if params[:search]
@customers = Customer.search(params[:search]).paginate(:page => params[:page])
@customers = Customer.search(params[:search]).paginate(page: params[:page])
if only_one_non_zero?(@customers)
redirect_to @customers.first
end
@@ -76,7 +69,7 @@ class CustomersController < ApplicationController
def create
@customer = Customer.new(allowed_params)
if @customer.save
flash[:notice] = "New Customer Created"
flash[:notice] = t :notice_customer_created
redirect_to @customer
else
flash[:error] = @customer.errors.full_messages.to_sentence
@@ -88,12 +81,16 @@ class CustomersController < ApplicationController
def show
begin
@customer = Customer.find_by_id(params[:id])
@vehicles = @customer.vehicles.paginate(:page => params[:page])
@issues = @customer.issues.order(id: :desc)
@billing_address = address_to_s(@customer.billing_address)
@shipping_address = address_to_s(@customer.shipping_address)
@closed_issues = (@issues - @issues.open)
@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
flash[:error] = t :notice_customer_not_found
render_404
end
end
@@ -103,6 +100,7 @@ class CustomersController < ApplicationController
begin
@customer = Customer.find_by_id(params[:id])
rescue
flash[:error] = t :notice_customer_not_found
render_404
end
end
@@ -111,14 +109,15 @@ class CustomersController < ApplicationController
def update
begin
@customer = Customer.find_by_id(params[:id])
if @customer.update_attributes(allowed_params)
flash[:notice] = "Customer updated"
if @customer.update(allowed_params)
flash[:notice] = t :notice_customer_updated
redirect_to @customer
else
redirect_to edit_customer_path
flash[:error] = @customer.errors.full_messages.to_sentence if @customer.errors
end
rescue
flash[:error] = t :notice_customer_not_found
render_404
end
end
@@ -127,9 +126,10 @@ class CustomersController < ApplicationController
def destroy
begin
Customer.find_by_id(params[:id]).destroy
flash[:notice] = "Customer deleted successfully"
flash[:notice] = t :notice_customer_deleted
redirect_to action: :index
rescue
flash[:error] = t :notice_customer_not_deleted
render_404
end
end
@@ -138,7 +138,7 @@ class CustomersController < ApplicationController
def share
Thread.new do
logger.debug "Removing expired customer tokens"
logger.info "Removing expired customer tokens"
CustomerToken.remove_expired_tokens
ActiveRecord::Base.connection.close
end
@@ -147,6 +147,7 @@ class CustomersController < ApplicationController
issue = Issue.find_by_id(params[:id])
redirect_to view_path issue.share_token.token
rescue
flash[:error] = t :notice_issue_not_found
render_404
end
end
@@ -165,7 +166,7 @@ class CustomersController < ApplicationController
@issue = Issue.find @token.issue_id
@journals = @issue.journals.
preload(:details).
preload(:user => :email_address).
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)
@@ -179,9 +180,10 @@ class CustomersController < ApplicationController
@relations = @issue.relations.select {|r| r.other_issue(@issue) && r.other_issue(@issue).visible? }
@allowed_statuses = @issue.new_statuses_allowed_to(User.current)
@priorities = IssuePriority.active
@time_entry = TimeEntry.new(:issue => @issue, :project => @issue.project)
@time_entry = TimeEntry.new(issue: @issue, project: @issue.project)
@relation = IssueRelation.new
rescue
flash[:error] = t :notice_forbidden
render_403
end
end
@@ -214,14 +216,14 @@ 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

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -8,23 +8,37 @@
#
#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 EstimateController < ApplicationController
unloadable
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
# Force sync for estimate by doc number if not found
if Estimate.find_by_doc_number(params[:search]).nil?
begin
Estimate.sync_by_doc_number(params[:search]) if params[:search]
rescue
logger.info "Estimate.find_by_doc_number failed"
end
end
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 = Estimate.find_by_id(params[:id]) if params[:id]
e = Estimate.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" }
redirect_to :back, flash: { error: I18n.t(:notice_estimate_not_found) }
end
end
@@ -32,13 +46,12 @@ class EstimateController < ApplicationController
# Downloads estimate by document number
#
def doc
e = Estimate.find_by_doc_number(params[:id]) if params[:id]
e = Estimate.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" }
redirect_to :back, flash: { error: I18n.t(:notice_estimate_not_found) }
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -8,24 +8,47 @@
#
#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 InvoiceController < ApplicationController
unloadable
include AuthHelper
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? }
require 'combine_pdf'
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? }
#
# Downloads and forwards the invoice pdf
#
def show
logger.info("Processing request for URL: #{request.original_url}")
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"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
# If multiple id's then pull each pdf & combine them
if params[:invoice_ids]
logger.info("Grabbing pdfs for " + params[:invoice_ids].join(', '))
ref = ""
params[:invoice_ids].each do |i|
logger.info("processing " + i)
invoice = service.fetch_by_id(i)
ref += " #{invoice.doc_number}"
@pdf << CombinePDF.parse(service.pdf(invoice)) unless @pdf.nil?
if @pdf.nil?
@pdf = CombinePDF.parse(service.pdf(invoice))
end
end
@pdf = @pdf.to_pdf
else
invoice = service.fetch_by_id(params[:id])
@pdf = service.pdf(invoice)
ref = invoice.doc_number
end
send_data @pdf, filename: "invoice #{ref}.pdf", disposition: :inline, type: "application/pdf"
end
rescue
redirect_to :back, :flash => { :error => "Invoice not found" }
redirect_to :back, flash: { error: I18n.t(:notice_invoice_not_found) }
end
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,14 +9,13 @@
#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 QboController < ApplicationController
unloadable
require 'openssl'
include AuthHelper
before_action :require_user, :except => :webhook
skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [: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)
@@ -26,9 +25,10 @@ class QboController < ApplicationController
# 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/"
grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: callback, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
logger.info "redirect_uri: #{redirect_uri}"
oauth2_client = Qbo.construct_oauth2_client
grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: redirect_uri, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
redirect_to grant_url
end
@@ -37,9 +37,9 @@ class QboController < ApplicationController
#
def oauth_callback
if params[:state].present?
oauth2_client = Qbo.get_client
oauth2_client = Qbo.construct_oauth2_client
# use the state value to retrieve from your backend any information you need to identify the customer in your system
redirect_uri = Setting.host_name + "/qbo/oauth_callback/"
redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
# Remove the last authentication information
@@ -47,17 +47,13 @@ class QboController < ApplicationController
# Save the authentication information
qbo = Qbo.new
qbo.company_id = params[:realmId]
# Generate Access Token & Serialize it into the database
access_token = OAuth2::AccessToken.new(oauth2_client, resp.token, refresh_token: resp.refresh_token)
qbo.token = access_token.to_hash
qbo.expire = 1.hour.from_now.utc
qbo.update(oauth2_access_token: resp.token, oauth2_refresh_token: resp.refresh_token, realm_id: params[:realmId])
qbo.refresh_token!
if qbo.save!
redirect_to sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
redirect_to qbo_sync_path, flash: { notice: I18n.t(:label_connected) }
else
redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
redirect_to plugin_settings_path(:redmine_qbo), flash: { error: I18n.t(:label_error) }
end
end
@@ -69,9 +65,9 @@ class QboController < ApplicationController
i = Issue.find_by_id params[:id]
if i.customer
i.bill_time
redirect_to i, :flash => { :notice => "Successfully Billed #{i.customer.name}" }
redirect_to i, flash: { notice: I18n.t(:label_billed_success) + i.customer.name }
else
redirect_to i, :flash => { :error => "Cannot bill without a customer assigned" }
redirect_to i, flash: { error: I18n.t(:label_billing_error) }
end
end
@@ -88,46 +84,48 @@ class QboController < ApplicationController
# proceed if the request is good
if hash.eql? signature
if request.headers['content-type'] == 'application/json'
data = JSON.parse(data)
else
# application/x-www-form-urlencoded
data = params.as_json
end
# Process the information
entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
entities.each do |entity|
id = entity['id'].to_i
name = entity['name']
logger.debug "Casting #{name.constantize} to obj"
# Magicly initialize the correct class
obj = name.constantize
# for merge events
obj.destroy(entity['deletedId']) if entity['deletedId']
#Check to see if we are deleting a record
if entity['operation'].eql? "Delete"
obj.destroy(id)
#if not then update!
Thread.new do
if request.headers['content-type'] == 'application/json'
data = JSON.parse(data)
else
begin
obj.sync_by_id(id)
rescue => e
logger.error "Failed to call sync_by_id on obj"
logger.error e.message
logger.error e.backtrace.join("\n")
# application/x-www-form-urlencoded
data = params.as_json
end
# Process the information
entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
entities.each do |entity|
id = entity['id'].to_i
name = entity['name']
logger.info "Casting #{name.constantize} to obj"
# Magicly initialize the correct class
obj = name.constantize
# for merge events
obj.destroy(entity['deletedId']) if entity['deletedId']
#Check to see if we are deleting a record
if entity['operation'].eql? "Delete"
obj.destroy(id)
#if not then update!
else
begin
obj.sync_by_id(id)
rescue => e
logger.error "Failed to call sync_by_id on obj"
logger.error e.message
logger.error e.backtrace.join("\n")
end
end
end
# Record that last time we updated
Qbo.update_time_stamp
ActiveRecord::Base.connection.close
end
# Record that last time we updated
Qbo.update_time_stamp
# The webhook doesn't require a response but let's make sure we don't send anything
render :nothing => true
render nothing: true, status: 200
else
render nothing: true, status: 400
end
@@ -145,7 +143,6 @@ class QboController < ApplicationController
if Qbo.exists?
Customer.sync
Invoice.sync
QboItem.sync
Employee.sync
Estimate.sync
@@ -155,6 +152,6 @@ class QboController < ApplicationController
ActiveRecord::Base.connection.close
end
redirect_to :home, :flash => { :notice => "Successfully synced to Quickbooks" }
redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
end
end

View File

@@ -1,126 +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 VehiclesController < ApplicationController
unloadable
include AuthHelper
before_action :require_user
def allowed_params
params.require(:vehicle).permit(:year, :make, :model, :customer_id, :notes, :vin)
end
# display a list of all vehicles
def index
if params[:customer_id]
begin
@vehicles = Customer.find_by_id(params[:customer_id]).vehicles.paginate(:page => params[:page])
rescue ActiveRecord::RecordNotFound
render_404
end
end
# search for a vehicle by vin
if params[:search]
@vehicles = Vehicle.search(params[:search]).paginate(:page => params[:page])
if only_one_non_zero?(@vehicles)
redirect_to @vehicles.first
end
end
end
# return an HTML form for creating a new vehicle
def new
@vehicle = Vehicle.new
@customer = Customer.find_by_id(params[:customer_id]) if params[:customer_id]
end
# create a new vehicle
def create
@vehicle = Vehicle.new(allowed_params)
if @vehicle.save
flash[:notice] = "New Vehicle Created"
redirect_to @vehicle
else
flash[:error] = @vehicle.errors.full_messages.to_sentence
redirect_to Vehicle.find_by_vin @vehicle.vin
end
end
# display a specific vehicle
def show
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
render_404
end
end
# return an HTML form for editing a vehicle
def edit
begin
@vehicle = Vehicle.find_by_id(params[:id])
@customer = @vehicle.customer
rescue
render_404
end
end
# update a specific vehicle
def update
@customer = params[:customer]
begin
@vehicle = Vehicle.find_by_id(params[:id])
if @vehicle.update_attributes(allowed_params)
flash[:notice] = "Vehicle updated"
redirect_to @vehicle
else
redirect_to edit_vehicle_path
end
#show any errors anyways
flash[:error] = @vehicle.errors.full_messages.to_sentence unless @vehicle.errors.empty?
rescue
render_404
end
end
# delete a specific vehicle
def destroy
begin
Vehicle.find_by_id(params[:id]).destroy
flash[:notice] = "Vehicle deleted successfully"
redirect_to action: :index
rescue
render_404
end
end
private
# 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
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

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#Copyright (c) 2016 - 2026 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
@@ -13,7 +13,8 @@ module AuthHelper
def require_user
return unless session[:token].nil?
if !User.current.logged?
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
flash[:error] = t :notice_forbidden
render_403
end
end
@@ -27,14 +28,16 @@ module AuthHelper
def check_permission(permission)
if !allowed_to?(permission)
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
flash[:error] = t :notice_forbidden
render_403
end
end
def global_check_permission(permission)
if !globaly_allowed_to?(permission)
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
flash[:error] = t :notice_forbidden
render_403
end
end

View File

@@ -0,0 +1,88 @@
#The MIT License (MIT)
#
#Copyright (c) 2016 - 2026 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.
module QuickbooksOauth
extend ActiveSupport::Concern
#== Instance Methods
def perform_authenticated_request(&block)
attempts = 0
begin
yield oauth_access_token
rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
Rails.logger.error("QuickbooksOauth.perform: #{ex.message}")
# to prevent an infinite loop here keep a counter and bail out after N times...
attempts += 1
raise "QuickbooksOauth:ExceededAuthAttempts" if attempts >= 3
# check if its an invalid_grant first, but assume it is for now
refresh_token!
retry
end
end
def refresh_token!
Rails.logger.info("QuickbooksOauth.refresh_token!")
t = oauth_access_token
refreshed = t.refresh!
if refreshed.params['x_refresh_token_expires_in'].to_i > 0
oauth2_refresh_token_expires_at = Time.now + refreshed.params['x_refresh_token_expires_in'].to_i.seconds
else
oauth2_refresh_token_expires_at = 100.days.from_now
end
Rails.logger.info("QuickbooksOauth.refresh_token!: #{oauth2_refresh_token_expires_at}")
update!(
oauth2_access_token: refreshed.token,
oauth2_access_token_expires_at: Time.at(refreshed.expires_at),
oauth2_refresh_token: refreshed.refresh_token,
oauth2_refresh_token_expires_at: oauth2_refresh_token_expires_at
)
end
def oauth_client
self.class.construct_oauth2_client
end
def oauth_access_token
OAuth2::AccessToken.new(oauth_client, oauth2_access_token, refresh_token: oauth2_refresh_token)
end
def consumer
oauth_access_token
end
module ClassMethods
def construct_oauth2_client
oauth_consumer_key = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
oauth_consumer_secret = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
# Are we are playing in the sandbox?
Quickbooks.sandbox_mode = Setting.plugin_redmine_qbo[:sandbox] ? true : false
logger.info "Sandbox mode: #{Quickbooks.sandbox_mode}"
options = {
site: "https://appcenter.intuit.com/connect/oauth2",
authorize_url: "https://appcenter.intuit.com/connect/oauth2",
token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer"
}
OAuth2::Client.new(oauth_consumer_key, oauth_consumer_secret, options)
end
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,21 +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.
class Customer < ActiveRecord::Base
unloadable
has_many :issues
has_many :purchases
has_many :invoices
has_many :estimates
has_many :vehicles
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
@@ -87,6 +84,13 @@ class Customer < ActiveRecord::Base
#update our locally stored number too
update_mobile_phone_number
end
# Convenience Method
# Sets the notes
def notes=(s)
pull unless @details
@details.notes = s
end
# update the localy stored phone number as a plain string with no special chars
def update_phone_number
@@ -135,28 +139,28 @@ class Customer < ActiveRecord::Base
# proforms a bruteforce sync operation
# This needs to be simplified
def self.sync
service = Qbo.get_base(:customer)
# Sync ALL customers if the database is empty
#if count == 0
customers = service.all
#else
# last = Qbo.first.last_sync
# query = "Select Id, DisplayName From Customer"
# query << " Where Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
# customers = service.query(query)
#end
qbo = Qbo.first
customers = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
service.all
end
customers.each do |customer|
customer = Customer.find_or_create_by(id: customer.id)
if customer.active?
if not customer.name.eql? customer.display_name
customer.name = customer.display_name
customer.id = customer.id
return unless customers
customers.each do |c|
logger.info "Processing customer #{c.id}"
customer = Customer.find_or_create_by(id: c.id)
if c.active?
#if not customer.name.eql? c.display_name
customer.name = c.display_name
customer.id = c.id
customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
customer.save_without_push
end
#end
else
if not customer.new_record?
if not c.new_record?
customer.delete
end
end
@@ -172,16 +176,23 @@ class Customer < ActiveRecord::Base
# proforms a bruteforce sync operation
# This needs to be simplified
def self.sync_by_id(id)
service = Qbo.get_base(:customer)
qbo = Qbo.first
c = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
service.fetch_by_id(id)
end
customer = service.fetch_by_id(id)
customer = Customer.find_or_create_by(id: customer.id)
if customer.active?
if not customer.name.eql? customer.display_name
customer.name = customer.display_name
customer.id = customer.id
return unless c
customer = Customer.find_or_create_by(id: c.id)
if c.active?
#if not customer.name.eql? c.display_name
customer.name = c.display_name
customer.id = c.id
customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
customer.save_without_push
end
#end
else
if not customer.new_record?
customer.delete
@@ -192,7 +203,11 @@ class Customer < ActiveRecord::Base
# Push the updates
def save_with_push
begin
@details = Qbo.get_base(:customer).update(@details)
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
service.update(@details)
end
#raise "QBO Fault" if @details.fault?
self.id = @details.id
rescue Exception => e
@@ -210,7 +225,11 @@ class Customer < ActiveRecord::Base
def pull
begin
raise Exception unless self.id
@details = Qbo.get_base(:customer).fetch_by_id(self.id)
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
service.fetch_by_id(self.id)
end
rescue Exception => e
@details = Quickbooks::Model::Customer.new
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,7 +9,7 @@
#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 CustomerToken < ActiveRecord::Base
unloadable
has_many :issues
validates_presence_of :issue_id
before_create :generate_token, :generate_expire_date
@@ -55,7 +55,7 @@ class CustomerToken < ActiveRecord::Base
end
# only create new token if we have an issue to attach it to
return create(:issue_id => issue.id) if User.current.logged?
return create(issue_id: issue.id) if User.current.logged?
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,30 +9,38 @@
#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 Employee < ActiveRecord::Base
unloadable
has_many :users
validates_presence_of :id, :name
def self.get_base
Qbo.get_base(:employee)
end
def self.sync
employees = get_base.all
qbo = Qbo.first
employees = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Employee.new(company_id: qbo.realm_id, access_token: access_token)
service.all
end
return unless employees
transaction do
# Update the item table
employees.each { |employee|
employee = find_or_create_by(id: employee.id)
employee.name = employee.display_name
employee.id = employee.id
employees.each { |e|
logger.info "Processing employee #{e.id}"
employee = find_or_create_by(id: e.id)
employee.name = e.display_name
employee.id = e.id
employee.save!
}
end
end
def self.sync_by_id(id)
employee = get_base.fetch_by_id(id)
qbo = Qbo.first
employee = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Employee.new(company_id: qbo.realm_id, access_token: access_token)
service.fetch_by_id(id)
end
return unless employee
employee = find_or_create_by(id: employee.id)
employee.name = employee.display_name
employee.id = employee.id

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,22 +9,28 @@
#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 Estimate < ActiveRecord::Base
unloadable
has_and_belongs_to_many :issues
belongs_to :customer
validates_presence_of :doc_number, :id
self.primary_key = :id
# return the QBO Estimate service
def self.get_base
Qbo.get_base(:estimate)
# returns a human readable string
def to_s
return self[:doc_number]
end
# sync all estimates
def self.sync
logger.debug "Syncing ALL estimates"
estimates = get_base.all
logger.info "Syncing ALL estimates"
qbo = Qbo.first
estimates = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
service.all
end
return unless estimates
estimates.each { |estimate|
process_estimate(estimate)
}
@@ -35,36 +41,59 @@ class Estimate < 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))
logger.info "Syncing estimate #{id}"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
process_estimate(service.fetch_by_id(id))
end
end
# sync only one estimate
def self.sync_by_doc_number(number)
logger.info "Syncing estimate by doc number #{number}"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
process_estimate(service.find_by( :doc_number, number).first)
end
end
# update an estimate
def self.update(id)
# Update the item table
estimate = get_base.fetch_by_id(id)
estimate = find_or_create_by(id: id)
estimate.doc_number = estimate.doc_number
estimate.txn_date = estimate.txn_date
estimate.save!
qbo = Qbo.first
estimate = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
service.fetch_by_id(id)
end
return unless estimate
e = find_or_create_by(id: id)
e.doc_number = estimate.doc_number
e.txn_date = estimate.txn_date
e.save!
end
# process an estimate into the database
def self.process_estimate(estimate)
logger.info "Processing estimate #{estimate.id}"
estimate = find_or_create_by(id: estimate.id)
estimate.doc_number = estimate.doc_number
estimate.customer_id = estimate.customer_ref.value
estimate.id = estimate.id
estimate.txn_date = estimate.txn_date
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 = Estimate.get_base
estimate = base.fetch_by_id(id)
return base.pdf(estimate)
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
estimate = service.fetch_by_id(id)
service.pdf(estimate)
end
end
# Magic Method
@@ -91,7 +120,11 @@ class Estimate < ActiveRecord::Base
def pull
begin
raise Exception unless self.id
@details = Qbo.get_base(:estimate).fetch_by_id(self.id)
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
service(:estimate).fetch_by_id(self.id)
end
rescue Exception => e
@details = Quickbooks::Model::Estimate.new
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,20 +9,20 @@
#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 Invoice < ActiveRecord::Base
unloadable
has_and_belongs_to_many :issues
belongs_to :customer
validates_presence_of :doc_number, :id, :customer_id, :txn_date
self.primary_key = :id
# Get the quickbooks-ruby base for invoice
def self.get_base
Qbo.get_base(:invoice)
# returns a human readable string
def to_s
return self[:doc_number]
end
# sync ALL the invoices
def self.sync
logger.debug "Syncing all invoices"
logger.info "Syncing all invoices"
last = Qbo.first.last_sync
query = "SELECT Id, DocNumber FROM Invoice"
@@ -30,11 +30,13 @@ class Invoice < ActiveRecord::Base
# TODO actually do something with the above query
# .all() is never called since count is never initialized
if count == 0
invoices = get_base.all
else
invoices = get_base.query()
qbo = Qbo.first
invoices = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
service.all
end
return unless invoices
invoices.each { | invoice |
process_invoice invoice
@@ -43,9 +45,13 @@ class Invoice < ActiveRecord::Base
#sync by invoice ID
def self.sync_by_id(id)
logger.debug "Syncing invoice #{id}"
invoice = get_base.fetch_by_id(id)
process_invoice invoice
logger.info "Syncing invoice #{id}"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
invoice = service.fetch_by_id(id)
process_invoice invoice
end
end
private
@@ -57,7 +63,7 @@ class Invoice < ActiveRecord::Base
# skip this issue if the issue customer is not the same as the invoice customer
return if issue.customer_id != invoice.customer_ref.value.to_i
logger.debug "Attaching invoice #{invoice.id} to issue #{issue.id}"
logger.info "Attaching invoice #{invoice.id} to issue #{issue.id}"
invoice = Invoice.find_or_create_by(id: invoice.id)
@@ -70,26 +76,26 @@ class Invoice < ActiveRecord::Base
end
# processes the invoice into the database
def self.process_invoice(invoice)
logger.info "Processing invoice #{invoice.id}"
def self.process_invoice(i)
logger.info "Processing invoice #{i.id}"
# Load the invoice into the database
invoice = Invoice.find_or_create_by(id: invoice.id)
invoice.doc_number = invoice.doc_number
invoice.id = invoice.id
invoice.customer_id = invoice.customer_ref
invoice.txn_date = invoice.txn_date
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|
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)
@@ -104,58 +110,50 @@ class Invoice < 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"
logger.info "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
invoice.custom_fields.each { |cf|
# VIN from the attached vehicle
# TODO move this into seperate plugin
# 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
cf.string_value = vin.to_s
logger.debug "VIN has changed"
is_changed = true
end
end
end
rescue
#do nothing
end
# Custom Values
begin
value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
# Check to see if the value is blank...
if not value.value.to_s.blank?
# Check to see if the value is diffrent
if not cf.string_value.to_s.eql? value.value.to_s
# update the custom field on the invoice
cf.string_value = value.value.to_s
is_changed = true
end
end
rescue
# Nothing to do here, there is no match
end
}
logger.debug "Calling :process_invoice_custom_fields hook"
context = Redmine::Hook.call_hook :process_invoice_custom_fields, { issue: issue, invoice: invoice }
# Push updates
# Process updates from the hooks
context.each do |c|
unless c.nil?
logger.debug "Invoice.compare_custom_fields: We have a responce from a hook"
push_updates c[:invoice] if c[:is_changed]
end
end
# Process Issue Custom Values
begin
logger.debug "Trying to update invoice"
get_base.update(invoice) if is_changed
value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
# Check to see if the value is blank...
if not value.value.to_s.blank?
# Check to see if the value is diffrent
if not cf.string_value.to_s.eql? value.value.to_s
# update the custom field on the invoice
cf.string_value = value.value.to_s
is_changed = true
end
end
rescue
# Nothing to do here, there is no match
end
push_updates invoice if is_changed
end
# pushes invoice updates
def self.push_updates(invoice)
begin
logger.info "Invoice.push_updates"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
service.update invoice
end
rescue
# Do nothing, probaly custome field sync confict on the invoice.
# This is a problem with how it's billed
@@ -165,6 +163,16 @@ class Invoice < ActiveRecord::Base
end
end
# download the pdf from quickbooks
def pdf
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
invoice = service.fetch_by_id(id)
return service.pdf(invoice)
end
end
# Magic Method
# Maps Get/Set methods to QBO invoice object
def method_missing(sym, *arguments)
@@ -187,7 +195,11 @@ class Invoice < ActiveRecord::Base
def pull
begin
raise Exception unless self.id
@details = Qbo.get_base(:invoice).fetch_by_id(self.id)
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
service.fetch_by_id(self.id)
end
rescue Exception => e
@details = Quickbooks::Model::Invoice.new
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,86 +9,16 @@
#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 Qbo < ActiveRecord::Base
unloadable
validates_presence_of :token, :company_id, :expire
serialize :token
OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
#
# Getter for quickbooks OAuth2 client
#
def self.get_client
oauth_params = {
site: "https://appcenter.intuit.com/connect/oauth2",
authorize_url: "https://appcenter.intuit.com/connect/oauth2",
token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer"
}
return OAuth2::Client.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, oauth_params)
end
#
# Getter for oauth consumer
#
def self.get_oauth_consumer
# Quickbooks Config Info
return $qb_oauth_consumer
end
#
# Get a quickbooks base service object for type
# @params type of base
#
def self.get_base(type)
# lets getnourbold access token from the database
oauth2_client = get_client
qbo = self.first
access_token = OAuth2::AccessToken.from_hash(oauth2_client, qbo.token)
# check to see if we need to refresh the acesstoken
if qbo.expire.to_time.utc.past?
puts "Updating access token"
new_access_token_object = access_token.refresh!
qbo.token = new_access_token_object.to_hash
qbo.expire = 1.hour.from_now.utc
qbo.save!
access_token = new_access_token_object
else
puts "Using current token"
end
# build the reqiested service
case type
when :item
return Quickbooks::Service::Item.new(:company_id => qbo.company_id, :access_token => access_token)
when :time_activity
return Quickbooks::Service::TimeActivity.new(:company_id => qbo.company_id, :access_token => access_token)
when :customer
return Quickbooks::Service::Customer.new(:company_id => qbo.company_id, :access_token => access_token)
when :invoice
return Quickbooks::Service::Invoice.new(:company_id => qbo.company_id, :access_token => access_token)
when :estimate
return Quickbooks::Service::Estimate.new(:company_id => qbo.company_id, :access_token => access_token)
when :account
return Quickbooks::Service::Account.new(:company_id => qbo.company_id, :access_token => access_token)
when :employee
return Quickbooks::Service::Employee.new(:company_id => qbo.company_id, :access_token => access_token)
else
return access_token
end
end
# Get the QBO account
def self.get_account
first
end
include QuickbooksOauth
include Redmine::I18n
# Updates last sync time stamp
def self.update_time_stamp
date = DateTime.now
logger.info "Updating QBO timestamp to #{date}"
qbo = Qbo.first
qbo.last_sync = DateTime.now
qbo.last_sync = date
qbo.save
end

View File

@@ -1,100 +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 Vehicle < ActiveRecord::Base
unloadable
belongs_to :customer
has_many :issues, :foreign_key => 'vehicles_id'
validates_presence_of :customer
validates :vin, uniqueness: true
before_save :decode_vin
self.primary_key = :id
# returns a human readable string
def to_s
if year.nil? or make.nil? or model.nil?
return "#{vin}"
else
split_vin = vin.scan(/.{1,9}/)
return "#{year} #{make} #{model} - #{split_vin[1]}"
end
end
# returns the raw JSON details from NHTSA
def details
get_details if @details.nil?
return @details
end
# Force Upper Case for make numbers
def make=(val)
# The to_s is in case you get nil/non-string
write_attribute(:make, val.to_s.titleize)
end
# Force Upper Case for model numbers
def model=(val)
# The to_s is in case you get nil/non-string
write_attribute(:model, val.to_s.titleize)
end
# Force Upper Case & strip VIN of all illegal chars (for barcode scanner)
def vin=(val)
val = val.to_s.upcase.gsub(/[^A-HJ-NPR-Za-hj-npr-z\d]+/,"")
write_attribute(:vin, val)
end
# search for a vin
def self.search(search)
where("vin LIKE ?", "%#{search}%")
end
# decodes a vin and updates self
def decode_vin
get_details
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.doors = @details.doors unless @details.doors.nil?
self.trim = @details.trim unless @details.trim.nil?
rescue Exception => e
errors.add(:vin, e.message)
end
end
self.name = to_s
end
private
# 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
query = NhtsaVin.get(self.vin)
raise RuntimeError, query.error unless query.valid?
@details = query.response
rescue Exception => e
errors.add(:vin, e.message)
end
end
end
end

View File

@@ -0,0 +1,11 @@
<%= link_to t(:label_appointment), "https://calendar.google.com/calendar/render?action=TEMPLATE&text=#{@customer.name}+-&details=#{ link_to t(:customer_details), "https://#{Setting.host_name}#{customer_path @customer.id}"}%0A#{@customer.primary_phone}&dates=#{Time.now.strftime("%Y%m%d")}T090000/#{Time.now.strftime("%Y%m%d")}T170000", target: :_blank %>
<br/>
<br/>
<%= button_to t(:label_create_estimate), "https://qbo.intuit.com/app/estimate?nameId=#{@customer.id}", target: :_blank, method: :get %>
<br/>
<br/>
<%= button_to t(:label_edit_customer), edit_customer_path(@customer), method: :get%>

View File

@@ -1,5 +1,11 @@
<table>
<tbody>
<tr>
<th><%=t(:label_name)%></th>
<td><%= customer.name %></td>
</tr>
<tr>
<th><%=t(:label_email)%></th>
<td><%= customer.email %></td>
@@ -31,13 +37,24 @@
</tr>
<tr>
<th><%=t(:field_notes)%></th>
<td><%= customer.notes %></td>
<th colspan="2"><h4><%=t(:field_notes)%></hr></th>
</tr>
<tr>
<td colspan="2">
<pre id="note-display" style="text-align: left; white-space: pre-wrap; font-family: inherit;">
<%= customer.notes %>
</pre>
</td>
</tr>
<script>
const preElement = document.getElementById('note-display');
// This takes the text, trims the edges, and puts it back
preElement.textContent = preElement.textContent.trim();
</script>
</tbody>
</table>
<div style="float: right;">
<%= button_to t(:label_edit_customer), edit_customer_path(customer), method: :get%>
</div>
</table>
<br/>
<br/>

View File

@@ -7,28 +7,28 @@
<div class="clearfix">
<%=t(:label_display_name)%>
<div class="input">
<%= f.text_field :name, :required => true, :autocomplete => "off" %>
<%= 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, :autocomplete => "off" %>
<%= f.telephone_field :primary_phone, autocomplete: "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_mobile_phone)%>:
<div class="input">
<%= f.telephone_field :mobile_phone, :autocomplete => "off" %>
<%= f.telephone_field :mobile_phone, autocomplete: "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_email)%>:
<div class="input">
<%= f.email_field :email, :autocomplete => "off" %>
<%= f.email_field :email, autocomplete: "off" %>
</div>
</div>
@@ -36,17 +36,16 @@
<%=t(:field_notes)%>:
<div class="input">
<p>
<%= link_to_function content_tag(:span, l(:button_edit), :class => 'icon icon-edit'), '$(this).hide(); $("#issue_description_and_toolbar").show()' unless @customer.new_record? %>
<%= content_tag 'span', :id => "issue_description_and_toolbar", :style => (@customer.new_record? ? nil : 'display:none') do %>
<%= content_tag :span, id: "issue_description_and_toolbar" do %>
<%= f.text_area :notes,
:cols => 60,
:rows => 10,
:accesskey => accesskey(:edit),
:class => 'wiki-edit',
:no_label => true %>
cols: 60,
rows: 10,
accesskey: accesskey(:edit),
class: 'wiki-edit',
no_label: true %>
<% end %>
</p>
<%= wikitoolbar_for 'issue_description' %>
<%= wikitoolbar_for :issue_description %>
</div>
</div>

View File

@@ -1,6 +1,5 @@
<%= form_tag(customers_path, :method => "get", id: "search-form") do %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), :autocomplete => "off" %>
<%= 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) %>
<% end %>
<%= button_to t(:label_new_customer), new_customer_path, method: :get%>
<%= button_to(t(:label_sync), qbo_sync_path, method: :get) if User.current.admin?%>

View File

@@ -1,2 +1,2 @@
<h3><%=t(:label_customers)%></h3>
<%= render :partial => 'customers/search' %>
<%= render partial: 'customers/search' %>

View File

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

View File

@@ -1 +1 @@
$('select#issue_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 +0,0 @@
$('select#issue_vehicles_id').html('<%= j content_tag(:option,'',:value=>"")+options_from_collection_for_select(@filtered_vehicles, :id, :to_s) %>');

View File

@@ -1,4 +1,4 @@
<h2><%=t(:field_customers)%> <span style="float:right"> <%= render :partial => 'customers/search' %> </span> </h2>
<h2><%=t(:field_customers)%> <span style="float:right"> <%= render partial: 'customers/search' %> </span> </h2>
<% if @customers.present? %>
<br/>
<% @customers.each do |c| %>
@@ -20,5 +20,5 @@
<% end %>
<div>
<%= render :partial => 'qbo/stats' %>
<%= render partial: 'qbo/stats' %>
</div>

View File

@@ -1,3 +1,3 @@
<h2><%=t(:label_new_customer)%></h2>
<br/>
<%= render :partial => 'customers/form' %>
<%= render partial: 'customers/form' %>

View File

@@ -1,4 +1,4 @@
<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= @customer.name %> </h2>
<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= link_to @customer.to_s, "https://#{Setting.plugin_redmine_qbo[:sandbox] ? "sandbox" : "app"}.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
<div class="issue">
<div class="splitcontent">
@@ -7,36 +7,47 @@
<h4><%=t(:label_details)%>:</h4>
<%= render :partial => 'customers/details', locals: {customer: @customer} %>
<!-- Customer Info -->
<div class="splitcontent">
<div class="splitcontentleft">
<h4><%=t(:field_customer)%>:</h4>
<%= render partial: 'customers/details', locals: {customer: @customer} %>
</div>
<div class="splitcontentleft">
<h4><%=t(:label_actions)%>:</h4>
<%= render partial: 'customers/actions', locals: {customer: @customer} %>
</div>
</div>
<!-- QBO Info -->
<div class="splitcontent">
<div class="splitcontentleft">
<h4><%=t(:estimates)%>:</h4>
<%= render :partial => 'estimates/list', locals: {customer: @customer} %>
<%= render partial: 'estimates/list', locals: {estimates: @customer.estimates} %>
</div>
<div class="splitcontentleft">
<h4><%=t(:label_invoices)%>:</h4>
<%= render :partial => 'invoices/list', locals: {customer: @customer} %>
<%= render partial: 'invoices/list', locals: {invoices: @customer.invoices} %>
</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>
<%= call_hook :show_customer_view_right, {customer: @customer} %>
</div>
</div>
</div>
<br/>
<h3><%=@issues.open.count%> <%=t(:label_open_issues)%>:</h3>
<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
<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)%>:</h3>
<%= render :partial => 'issues/list_simple', locals: {issues: @closed_issues} %>
<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

@@ -4,7 +4,7 @@
<div class="<%= @issue.css_classes %> details">
<%= avatar(@issue.author, :size => "50") %>
<%= avatar(@issue.author, size: "50") %>
<div class="subject">
<%= render_issue_subject_with_tree(@issue) %>
@@ -19,39 +19,39 @@
<div class="attributes">
<%= issue_fields_rows do |rows|
rows.left l(:field_status), @issue.status.name, :class => 'status'
rows.left l(:field_priority), @issue.priority.name, :class => 'priority'
unless @issue.disabled_core_fields.include?('assigned_to_id')
rows.left l(:field_assigned_to), avatar(@issue.assigned_to, :size => "14").to_s.html_safe + (@issue.assigned_to ? @issue.assigned_to : "-"), :class => 'assigned-to'
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 ? @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?('category_id') || (@issue.category.nil? && @issue.project.issue_categories.none?)
rows.left l(:field_category), (@issue.category ? @issue.category.name : "-"), :class => 'category'
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 ? @issue.fixed_version : "-"), class: 'fixed-version'
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 ? @issue.fixed_version : "-"), :class => 'fixed-version'
unless @issue.disabled_core_fields.include?(:start_date)
rows.right l(:field_start_date), format_date(@issue.start_date), class: 'start-date'
end
unless @issue.disabled_core_fields.include?('start_date')
rows.right l(:field_start_date), format_date(@issue.start_date), :class => 'start-date'
unless @issue.disabled_core_fields.include?(:due_date)
rows.right l(:field_due_date), format_date(@issue.due_date), class: 'due-date'
end
unless @issue.disabled_core_fields.include?('due_date')
rows.right l(:field_due_date), format_date(@issue.due_date), :class => 'due-date'
unless @issue.disabled_core_fields.include?(:done_ratio)
rows.right l(:field_done_ratio), progress_bar(@issue.done_ratio, legend: "#{@issue.done_ratio}%"), class: :progress
end
unless @issue.disabled_core_fields.include?('done_ratio')
rows.right l(:field_done_ratio), progress_bar(@issue.done_ratio, :legend => "#{@issue.done_ratio}%"), :class => 'progress'
end
unless @issue.disabled_core_fields.include?('estimated_hours')
unless @issue.disabled_core_fields.include?(:estimated_hours)
if @issue.estimated_hours.present? || @issue.total_estimated_hours.to_f > 0
rows.right l(:field_estimated_hours), issue_estimated_hours_details(@issue), :class => 'estimated-hours'
rows.right l(:field_estimated_hours), issue_estimated_hours_details(@issue), class: 'estimated-hours'
end
end
#if User.current.allowed_to_view_all_time_entries?(@project)
if @issue.total_spent_hours > 0
rows.right l(:label_spent_time), issue_spent_hours_details(@issue), :class => 'spent-time'
rows.right l(:label_spent_time), issue_spent_hours_details(@issue), class: 'spent-time'
end
#end
end %>
<%= render_full_width_custom_fields_rows(@issue) %>
<%= call_hook(:view_issues_show_details_bottom, :issue => @issue) %>
<%= call_hook(:view_issues_show_details_bottom, issue: @issue) %>
</div>
<% if @issue.description? || @issue.attachments.any? -%>
@@ -59,19 +59,19 @@ end %>
<% if @issue.description? %>
<div class="description">
<div class="contextual">
<%= link_to l(:button_quote), quoted_issue_path(@issue), :remote => true, :method => 'post', :class => 'icon icon-comment' if @issue.notes_addable? %>
<%= link_to l(:button_quote), quoted_issue_path(@issue), remote: true, method: :post, class: 'icon icon-comment' if @issue.notes_addable? %>
</div>
<p><strong><%=l(:field_description)%></strong></p>
<div class="wiki">
<%= textilizable @issue, :description, :attachments => @issue.attachments %>
<%= textilizable @issue, :description, attachments: @issue.attachments %>
</div>
</div>
<% end %>
<%= link_to_attachments @issue, :thumbnails => true %>
<%= link_to_attachments @issue, thumbnails: true %>
<% end -%>
<%= call_hook(:view_issues_show_description_bottom, :issue => @issue) %>
<%= call_hook(:view_issues_show_description_bottom, issue: @issue) %>
<% if !@issue.leaf? || User.current.allowed_to?(:manage_subtasks, @project) %>
<hr />
@@ -87,7 +87,7 @@ end %>
<% if @relations.present? || User.current.allowed_to?(:manage_issue_relations, @project) %>
<hr />
<div id="relations">
<%= render :partial => 'issues/relations' %>
<%= render partial: 'issues/relations' %>
</div>
<% end %>
@@ -96,14 +96,14 @@ end %>
<% if @changesets.present? %>
<div id="issue-changesets">
<h3><%=l(:label_associated_revisions)%></h3>
<%= render :partial => 'issues/changesets', :locals => { :changesets => @changesets} %>
<%= render partial: 'issues/changesets', locals: { changesets: @changesets} %>
</div>
<% end %>
<% if @journals.present? %>
<div id="history">
<h3><%=l(:label_history)%></h3>
<%= render :partial => 'issues/history', :locals => { :issue => @issue, :journals => @journals } %>
<%= render partial: 'issues/history', locals: { issue: @issue, journals: @journals } %>
</div>
<% end %>

View File

@@ -1,6 +1,6 @@
<% if @customer.present? %>
<% unless estimates.empty? %>
<% @customer.estimates.order(doc_number: :desc).each do |estimate| %>
<% estimates.sort.reverse.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 %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_estimates), :autocomplete => "off" %>
<%= submit_tag t(:label_search), :formtarget => "_blank" %>
<%= 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

@@ -1,2 +1,2 @@
<h3><%=t(:label_estimates) %></h3>
<%= render :partial => 'estimates/search' %>
<%= render partial: 'estimates/search' %>

View File

@@ -1,9 +1,25 @@
<% if @customer.present? %>
<% unless invoices.empty? %>
<% @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>
<%= form_with(url: invoice_path, method: :get) do |form| %>
<% if invoices.count > 1 %>
<div class="form-check">
<%= check_box_tag "select-all-invoices", "1", false, id: "select-all-invoices" %>
<%= label_tag "select-all-invoices", t(:label_select_all) %>
</div>
<hr>
<% end %>
<% invoices.sort.reverse.each do |invoice| %>
<div class="row">
<%= check_box_tag "invoice_ids[]", invoice.id, false, class: "invoice-checkbox" if invoices.count > 1 %>
<b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
</div>
<% end %>
<% if invoices.count > 1 %>
<%= form.submit t(:button_bulk_pdf) %>
<% end %>
<% end %>
<% else %>

View File

@@ -2,13 +2,8 @@
<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

@@ -3,12 +3,12 @@
<div id="change-<%= journal.id %>" class="<%= journal.css_classes %>">
<div id="note-<%= journal.indice %>">
<div class="contextual">
<span class="journal-actions"><%= render_journal_actions(issue, journal, :reply_links => reply_links) %></span>
<span class="journal-actions"><%= render_journal_actions(issue, journal, reply_links: reply_links) %></span>
<a href="#note-<%= journal.indice %>" class="journal-link">#<%= journal.indice %></a>
</div>
<h4>
<%= avatar(journal.user, :size => "24") %>
<%= authoring journal.created_on, journal.user, :label => :label_updated_time_by %>
<%= avatar(journal.user, size: "24") %>
<%= authoring journal.created_on, journal.user, label: :label_updated_time_by %>
<%= render_private_notes_indicator(journal) %>
</h4>
@@ -26,10 +26,10 @@
</div>
<% end %>
<% end %>
<%= render_notes(issue, journal, :reply_links => reply_links) unless journal.notes.blank? %>
<%= render_notes(issue, journal, reply_links: reply_links) unless journal.notes.blank? %>
</div>
</div>
<%= call_hook(:view_issues_history_journal_bottom, { :journal => journal }) %>
<%= 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) %>

View File

@@ -9,9 +9,9 @@
</tr></thead>
<tbody>
<% for issue in issues %>
<tr id="issue-<%= h(issue.id) %>" class="hascontextmenu <%= cycle('odd', 'even') %> <%= issue.css_classes %>">
<tr id="issue-<%= h(issue.id) %>" class="hascontextmenu <%= cycle(:odd, :even) %> <%= issue.css_classes %>">
<td class="id">
<%= check_box_tag("ids[]", issue.id, false, :style => 'display:none;', :id => nil) %>
<%= check_box_tag("ids[]", issue.id, false, style: 'display:none;', id: nil) %>
<%= link_to(issue.id, issue_path(issue)) %>
</td>
<td class="project"><%= link_to_project(issue.project) %></td>

View File

@@ -17,19 +17,6 @@
</div>
<div class="splitcontentleft">
<div class="vehicle attribute">
<div class="label"><span><%=t(:field_vehicle)%></span>:</div>
<div class="value"><%= vehicle %></div>
</div>
<div class="vehicle_vin attribute">
<div class="label"><span><%=t(:field_vin)%></span>:</div>
<div class="value"><%=split_vin[0] if split_vin%><b><%=split_vin[1] if split_vin%></b></div>
</div>
<div class="vehicle_notes attribute">
<div class="label"><span><%=t(:field_notes)%></span>:</div>
<div class="value"><%=notes%></div>
</div>
<%= call_hook :show_issue_view_right, {issue: issue} %>
</div>
</div>

View File

@@ -1 +0,0 @@
<%= flash.now[:error] = t(:label_401) %>

View File

@@ -0,0 +1,3 @@
"<div id='footer' align='center'>
<b><%=I18n.translate(:label_last_sync)%>: </b> <%=Qbo.last_sync if Qbo.exists?%>
</div>"

View File

@@ -1,7 +1,7 @@
<!--
The MIT License (MIT)
Copyright (c) 2022 rick barrette
Copyright (c) 2016 - 2026 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: '<%= qbo_authenticate_path %>'});
</script>
<table >
@@ -57,9 +57,21 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
</td>
</tr>
<tr>
<th><%=t(:label_sandbox)%></th>
<td>
<%= check_box_tag 'settings[sandbox]', @settings[:sandbox], @settings[:sandbox] %>
</td>
</tr>
<tr>
<th><%=t(:label_oauth_expires)%></th>
<td><%= if Qbo.exists? then Qbo.first.expire end %>
<th><%=t(:label_oauth_expires)%></th>
<td><%= if Qbo.exists? then Qbo.first.oauth2_access_token_expires_at end %>
</tr>
<tr>
<th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
<td><%= if Qbo.exists? then Qbo.first.oauth2_refresh_token_expires_at end %>
</tr>
</tbody>

View File

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

View File

@@ -1 +1 @@
<%= Customer.count %> <%=t(:field_customers)%> - <%= render :partial => 'qbo/last_sync' %>
<%= Customer.count %> <%=t(:field_customers)%> - <%= render partial: 'qbo/last_sync' %>

View File

@@ -1,7 +1,7 @@
<!--
The MIT License (MIT)
Copyright (c) 2016 rick barrette
Copyright (c) 2016 - 2026 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:

View File

@@ -1,7 +1,7 @@
<!--
The MIT License (MIT)
Copyright (c) 2016 rick barrette
Copyright (c) 2016 - 2026 rick barrette
Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

13
app/views/qbo/webhook.erb Normal file
View File

@@ -0,0 +1,13 @@
<!--
The MIT License (MIT)
Copyright (c) 2016 - 2026 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.
-->
<h2>QboController#webhook</h2>

View File

@@ -1,45 +0,0 @@
<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

@@ -1,56 +0,0 @@
<div class="row">
<div class="span6 columns">
<fieldset>
<%= form_for @vehicle do |f| %>
<div class="clearfix">
<%=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>
</div>
<div class="clearfix">
<%=t(:label_year)%>:
<div class="input">
<%= f.number_field :year, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_make)%>:
<div class="input">
<%= f.text_field :make, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_model)%>:
<div class="input">
<%= f.text_field :model, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:field_vin)%>:
<div class="input">
<%= f.text_field :vin , :autofocus => true %>
</div>
</div>
<div class="clearfix">
<%=t(:field_notes)%>:
<div class="input">
<%= f.text_area :notes, :cols => 60, :rows => 10, :no_label => true %>
</div>
</div>
<div class="actions">
<%= f.submit %>
</div>
<% end %>
</fieldset>
</div>
</div>

View File

@@ -1,28 +0,0 @@
<% if @vehicles.present? %>
<% @vehicles.each do |vehicle| %>
<div class="row">
<div>
<b><%= link_to "##{vehicle.id}", vehicle_path(vehicle) %> </b>
</div>
<div>
<%= vehicle.to_s %>
<br/>
<%= vehicle.customer %>
<br/>
<%= vehicle.vin.scan(/.{1,9}/)[0] if vehicle.vin %><b><%=vehicle.vin.scan(/.{1,9}/)[1] if vehicle.vin%></b>
</div>
</div>
<br/>
<% end %>
<div class="actions">
<%= will_paginate @vehicles %>
</div>
<p><%=t(:label_matching)%> <%=@vehicles.count%> <%=t(:field_vehicles) %> </p>
<% else %>
<p><%=t(:label_no_vehicles)%> <%= params[:search] %>.</p>
<% end %>

View File

@@ -1,4 +0,0 @@
<%= form_tag(vehicles_path, :method => "get", id: "search-form") do %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_vin), :autocomplete => "off" %>
<%= submit_tag t(:label_search) %>
<% end %>

View File

@@ -1 +0,0 @@
<option value="<%= vehicle.id %>"><%= vehicle.to_s.titleize %></option>

View File

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

View File

@@ -1,4 +0,0 @@
<h2><%=t(:label_cusomer_vehicles)%> <span style="float:right"> <%= render :partial => 'vehicles/search' %> </span> </h2>
<br/>
<%= render :partial => 'vehicles/list' %>

View File

@@ -1,3 +0,0 @@
<h2><%=t(:label_new_vehicle)%></h2>
<br/>
<%= render :partial => 'vehicles/form' %>

View File

@@ -1,11 +0,0 @@
<h2><%=t(:field_vehicle)%> #<%=@vehicle.id%></h2>
<%= render :partial => 'vehicles/details', locals: {vehicle: @vehicle} %>
<h3><%=@issues.open.count%> <%=t(:label_open_issues)%></h3>
<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%></h3>
<%= render :partial => 'issues/list_simple', locals: {issues: (@closed_issues)} %>

View File

View File

@@ -1,23 +0,0 @@
$(function() {
$("input#issue_customer_id").on("change", function() {
$.ajax({
url: "/filter_vehicles_by_customer",
type: "GET",
data: { selected_customer: $("input#issue_customer_id").val() }
});
$.ajax({
url: "/filter_estimates_by_customer",
type: "GET",
data: { selected_customer: $("input#issue_customer_id").val() }
});
});
$("input#project_customer_id").on("change", function() {
$.ajax({
url: "/filter_vehicles_by_customer",
type: "GET",
data: { selected_customer: $("input#project_customer_id").val() }
});
});
});

View File

@@ -0,0 +1,17 @@
document.addEventListener('DOMContentLoaded', () => {
const select_all_invoice = document.getElementById('select-all-invoices');
const invoices = document.querySelectorAll('.invoice-checkbox');
if (select_all_invoice) {
select_all_invoice.addEventListener('change', (e) => {
invoices.forEach(item => item.checked = e.target.checked);
});
}
invoices.forEach(item => {
item.addEventListener('change', () => {
const allChecked = Array.from(invoices).every(i => i.checked);
select_all_invoice.checked = allChecked;
});
});
});

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -12,33 +12,23 @@
# Usage I18n.t(:label)
en:
field_customer: "Customer"
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_billed: "Billed"
label_week: "Week"
label_search_estimates: "Search Estimates"
label_search: "Search"
label_estimates: "Estimates"
label_401: "Not Authorized"
warn_ru_sure: "You sure?"
label_delete: "Delete"
label_edit: "Edit"
label_year: "Year"
label_make: " Make"
label_model: "Model"
label_no_vehicles: "There are no vehicles containing the term(s)"
label_no_customers: "There are no customers containing the term(s)"
label_matching: "Matching "
label_search_vin: "Search Vehicles by VIN"
label_edit_customer_vehicle: "Edit Customer Vehicle"
label_cusomer_vehicles: "Customer Vehicles"
label_new_vehicle: "New Customer Vehicle"
label_open_issues: "Open Issues"
label_closed_issues: "Closed Issues"
label_sync: "Sync"
@@ -63,7 +53,6 @@ en:
label_customer_count: "Customer Count"
label_invoice_count: "Invoice Count"
label_estimate_count: "Estimate Count"
label_item_count: "Item Count"
label_employee_count: "Employee Count"
label_client_id: "Intuit QBO OAuth2 Client ID"
label_client_secret: "Intuit QBO OAuth2 Client Secret"
@@ -87,4 +76,27 @@ en:
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"
label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
label_name: "Name"
label_appointment: "Add Appointment"
label_actions: "Actions"
label_create_estimate: "Create Estimate"
label_syncing: "Syncing Quickbooks"
label_sandbox: "Sandbox"
button_bulk_pdf: "Bulk PDF"
label_select_all: "Select All"
notice_customer_created: "Customer created in Quickbooks"
notice_customer_updated: "Customer updated in Quickbooks"
notice_customer_not_found: "Customer not found in Quickbooks"
notice_customer_not_deleted: "Customer could not be deleted in Quickbooks"
notice_customer_deleted: "Customer deleted in Quickbooks"
notice_estimate_created: "Estimate created in Quickbooks"
notice_estimate_updated: "Estimate updated in Quickbooks"
notice_estimate_not_found: "Estimate not found"
notice_invoice_created: "Invoice created in Quickbooks"
notice_invoice_updated: "Invoice updated in Quickbooks"
notice_invoice_not_found: "Invoice not found"
notice_forbidden: "You do not have permission to access this resource"
notice_issue_not_found: "Issue not found"
customer_details: "Customer Details"

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,37 +9,31 @@
#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.
#authentication
get 'qbo/authenticate', :to => 'qbo#authenticate'
get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
get 'qbo/authenticate', to: 'qbo#authenticate'
get 'qbo/oauth_callback', to: 'qbo#oauth_callback'
#manual sync
get 'qbo/sync', :to => 'qbo#sync'
get 'qbo/sync', to: 'qbo#sync'
#webhook
post 'qbo/webhook', :to => 'qbo#webhook'
post 'qbo/webhook', to: 'qbo#webhook'
# Estimate & Invoice PDF
get 'estimates/:id', :to => 'estimate#show', as: :estimate
get 'estimates/doc/:id', :to => 'estimate#doc', as: :estimate_doc
get 'invoices/: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 '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
get 'customers/share/:id', :to => 'customers#share', as: :share
get 'customers/view/:token', to: 'customers#view', as: :view
get 'customers/share/:id', to: 'customers#share', as: :share
#java script routes
get 'filter_vehicles_by_customer' => 'customers#filter_vehicles_by_customer'
get 'filter_estimates_by_customer' => 'customers#filter_estimates_by_customer'
get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer'
# Nest Vehicles under customers
resources :customers do
resources :vehicles
get :autocomplete_customer_name, :on => :collection
get :autocomplete_customer_name, on: :collection
end
#allow for just vehicles too
resources :vehicles

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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 @@
class CreateQboCustomers < ActiveRecord::Migration[5.1]
def change
create_table :qbo_customers, id: false do |t|
t.integer :id, :options => 'PRIMARY KEY'
t.integer :id, options: 'PRIMARY KEY'
t.string :name
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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 @@
class CreateQboItems < ActiveRecord::Migration[5.1]
def change
create_table :qbo_items, id: false do |t|
t.integer :id, :options => 'PRIMARY KEY'
t.integer :id, options: 'PRIMARY KEY'
t.string :name
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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 @@
class CreateQboEmployees < ActiveRecord::Migration[5.1]
def change
create_table :qbo_employees, id: false do |t|
t.integer :id, :options => 'PRIMARY KEY'
t.integer :id, options: 'PRIMARY KEY'
t.string :name
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -10,6 +10,6 @@
class UpdateTimeEntries < ActiveRecord::Migration[5.1]
def change
add_column :time_entries, :qbo_billed, :boolean, :default => false
add_column :time_entries, :qbo_billed, :boolean, default: false
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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 @@
class CreateQboEstimates < ActiveRecord::Migration[5.1]
def change
create_table :qbo_estimates, id: false do |t|
t.integer :id, :options => 'PRIMARY KEY'
t.integer :id, options: 'PRIMARY KEY'
t.string :doc_number
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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 @@
class CreateQboInvoices < ActiveRecord::Migration[5.1]
def change
create_table :qbo_invoices, id: false do |t|
t.integer :id, :options => 'PRIMARY KEY'
t.integer :id, options: 'PRIMARY KEY'
t.string :doc_number
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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 @@
class CreateQboPurchases< ActiveRecord::Migration[5.1]
def change
create_table :qbo_purchases, id: false do |t|
t.integer :id, :options => 'PRIMARY KEY'
t.integer :id, options: 'PRIMARY KEY'
t.integer :line_id
t.string :description
t.integer :customer_id

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,15 +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 UpdateIssuesWithVehicles < ActiveRecord::Migration[5.1]
def change
add_reference :issues, :vehicles, index: true
end
end

View File

@@ -1,15 +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 UpdateVehicles < ActiveRecord::Migration[5.1]
def change
add_column :vehicles, :name, :text
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
@@ -12,6 +12,5 @@ class QbocustomersToCustomers< ActiveRecord::Migration[5.1]
def change
rename_table :qbo_customers, :customers
rename_column :issues, :qbo_customer_id, :customer_id
rename_column :vehicles, :qbo_customer_id, :customer_id
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -10,12 +10,12 @@
class AddIssuesQboInvoices < ActiveRecord::Migration[5.1]
def self.up
create_table :issues_qbo_invoices, :id => false do |t|
create_table :issues_qbo_invoices, id: false do |t|
t.references :issue
t.references :qbo_invoice
end
add_index :issues_qbo_invoices, [:issue_id, :qbo_invoice_id], :unique => true
add_index :issues_qbo_invoices, [:issue_id, :qbo_invoice_id], unique: true
# Now populate it with a SQL one-liner!
execute "insert into issues_qbo_invoices(issue_id, qbo_invoice_id) select id, qbo_invoice_id from issues"

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,16 +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 UpdateProjects < ActiveRecord::Migration[5.1]
def change
add_reference :projects, :customer, index: true
add_reference :projects, :vehicle, index: true
end
end

View File

@@ -1,6 +1,6 @@
#The License
#
#Copyright (c) 2022 Rick Barrette - All Rights Reserved
#Copyright (c) 2016 - 2026 Rick Barrette - All Rights Reserved
#
#Unauthorized copying of this software and associated documentation files (the "Software"), via any medium is strictly prohibited.
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -9,35 +9,46 @@
#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 AddTxnDates < ActiveRecord::Migration[5.1]
def change
add_column :qbo_invoices, :txn_date, :date
add_column :qbo_estimates, :txn_date, :date
begin
add_column :qbo_invoices, :txn_date, :date
add_column :qbo_estimates, :txn_date, :date
reversible do |direction|
direction.up {
break unless Qbo.first
reversible do |direction|
direction.up {
break unless Qbo.first
QboEstimate.reset_column_information
QboInvoice.reset_column_information
QboEstimate.reset_column_information
QboInvoice.reset_column_information
say "Sync Estimates"
say "Sync Estimates"
QboEstimate.sync
QboEstimate.sync
say "Sync Invoices"
say "Sync Invoices"
invoices = QboInvoice.get_base.all
qbo = Qbo.first
invoices = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
service.all
end
invoices.each { |invoice|
# 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!
return unless invoices
invoices.each { |invoice|
# 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!
}
}
}
end
rescue
logger.error "AddTxnDates Failed"
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -8,23 +8,15 @@
#
#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 UpdateVehiclesTrim < ActiveRecord::Migration[5.1]
class UpdateQboToken < 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
add_column :qbos, :oauth2_access_token, :text
add_column :qbos, :oauth2_access_token_expires_at, :datetime
add_column :qbos, :oauth2_refresh_token, :text
add_column :qbos, :oauth2_refresh_token_expires_at, :datetime
add_column :qbos, :realm_id, :text
remove_column :qbos, :company_id
remove_column :qbos, :token
remove_column :qbos, :expire
end
end

59
init.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2026 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:
#
@@ -8,50 +8,41 @@
#
#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
# About
name 'Redmine Quickbooks Online plugin'
name 'Redmine QBO 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 '1.1.4'
description 'A pluging for Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed'
version '2026.2.0'
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'
author_url 'https://barrettefabrication.com'
settings default: {empty: true}, partial: 'qbo/settings'
requires_redmine version_or_higher: '6.1.0'
# 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
Issue.safe_attributes :customer_id
Issue.safe_attributes :estimate_id
Issue.safe_attributes :invoice_id
User.safe_attributes :employee_id
TimeEntry.safe_attributes :billed
# 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
permission :view_customers, customers: :index, public: false
permission :add_customers, customers: :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? }
menu :top_menu, :customers, { controller: :customers, action: :index }, caption: :label_customers, if: Proc.new {User.current.logged?}
end
# Dynamically load all Hooks & Patches recursively
base_dir = File.join(File.dirname(__FILE__), 'lib')
# '**' looks inside subdirectories, '*.rb' matches Ruby files
Dir.glob(File.join(base_dir, '**', '*.rb')).sort.each do |file|
require file
end

View File

@@ -1,19 +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 HeaderFooterHookListener < Redmine::Hook::ViewListener
def view_layouts_base_html_head(context = {})
#nothing
end
def view_layouts_base_body_bottom(context = {})
return "<div id='footer' align='center'><b>#{I18n.translate(:label_last_sync)}: </b> #{Qbo.last_sync if Qbo.exists?}</div>"
end
end

View File

@@ -1,108 +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.
require_dependency 'issue'
# Patches Redmine's Issues dynamically.
# Adds a relationships
module IssuePatch
def self.included(base) # :nodoc:
base.extend(ClassMethods)
base.send(:include, InstanceMethods)
# Same as typing in the class
base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
belongs_to :customer, primary_key: :id
belongs_to :customer_token, primary_key: :id
belongs_to :estimate, primary_key: :id
has_and_belongs_to_many :invoices
belongs_to :vehicle, primary_key: :id
end
end
module ClassMethods
end
module InstanceMethods
# Create billable time entries
def bill_time
# Check to see if we have everything we need to bill the customer
return if assigned_to.nil?
return unless Qbo.first
return unless customer
# Get unbilled time entries
spent_time = time_entries.where(billed: [false, nil])
spent_hours ||= spent_time.sum(:hours) || 0
if spent_hours > 0 then
# Prepare to create a new Time Activity
time_service = Qbo.get_base(:time_activity)
item_service = Qbo.get_base(:item)
time_entry = Quickbooks::Model::TimeActivity.new
# Lets total up each activity before billing.
# This will simpify the invoicing with a single billable time entry per time activity
h = Hash.new(0)
spent_time.each do |entry|
h[entry.activity.name] += entry.hours
# update time entries billed status
entry.billed = true
entry.save
end
# Now letes upload our totals for each activity as their own billable time entry
h.each do |key, val|
# Convert float spent time to hours and minutes
hours = val.to_i
minutesDecimal = (( val - hours) * 60)
minutes = minutesDecimal.to_i
# Lets match the activity to an qbo item
item = item_service.query("SELECT * FROM Item WHERE Name = '#{key}' ").first
next if item.nil?
# Create the new billable time entry and upload it
time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}"
time_entry.employee_id = assigned_to.employee_id
time_entry.customer_id = customer_id
time_entry.billable_status = "Billable"
time_entry.hours = hours
time_entry.minutes = minutes
time_entry.name_of = "Employee"
time_entry.txn_date = Date.today
time_entry.hourly_rate = item.unit_price
time_entry.item_id = item.id
time_entry.start_time = start_date
time_entry.end_time = Time.now
time_service.create(time_entry)
end
end
end
end
# Create a shareable link for a customer
def share_token
CustomerToken.get_token self
end
end
# Add module to Issue
Issue.send(:include, IssuePatch)

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