9 Commits
1.1.5 ... 2.0.0

10 changed files with 41 additions and 33 deletions

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

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@@ -8,7 +8,10 @@ The goal of this project is to allow Redmine to connect with Quickbooks Online t
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 & 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 Use tags for the following Redmine Versions
* Version 2.0.0+ for Redmine 5+
* Version 1.0.0+ for Redmine 4+
* Version 0.8.1 for Redine 3
#### Features #### Features
* Issues can be assigned to a Customer via drop down in the edit Issue form * Issues can be assigned to a Customer via drop down in the edit Issue form

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@@ -93,6 +93,10 @@ class CustomersController < ApplicationController
@billing_address = address_to_s(@customer.billing_address) @billing_address = address_to_s(@customer.billing_address)
@shipping_address = address_to_s(@customer.shipping_address) @shipping_address = address_to_s(@customer.shipping_address)
@closed_issues = (@issues - @issues.open) @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 rescue
render_404 render_404
end end
@@ -214,14 +218,14 @@ class CustomersController < ApplicationController
# format a quickbooks address to a human readable string # format a quickbooks address to a human readable string
def address_to_s (address) def address_to_s (address)
return if address.nil? return if address.nil?
string = address.line1 string = address.line1 if address.line1
string << "\n" + address.line2 if address.line2 string << "\n" + address.line2 if address.line2
string << "\n" + address.line3 if address.line3 string << "\n" + address.line3 if address.line3
string << "\n" + address.line4 if address.line4 string << "\n" + address.line4 if address.line4
string << "\n" + address.line5 if address.line5 string << "\n" + address.line5 if address.line5
string << " " + address.city string << " " + address.city if address.city
string << ", " + address.country_sub_division_code string << ", " + address.country_sub_division_code if address.country_sub_division_code
string << " " + address.postal_code string << " " + address.postal_code if address.postal_code
return string return string
end end

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@@ -23,7 +23,7 @@ class Customer < ActiveRecord::Base
# returns a human readable string # returns a human readable string
def to_s def to_s
return name return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
end end
# Convenience Method # Convenience Method

View File

@@ -50,13 +50,13 @@ class Estimate < ActiveRecord::Base
end end
# process an estimate into the database # process an estimate into the database
def self.process_estimate(estimate) def self.process_estimate(qbo_estimate)
logger.info "Processing estimate #{estimate.id}" logger.info "Processing estimate #{qbo_estimate.id}"
estimate = find_or_create_by(id: estimate.id) estimate = find_or_create_by(id: qbo_estimate.id)
estimate.doc_number = estimate.doc_number estimate.doc_number = qbo_estimate.doc_number
estimate.customer_id = estimate.customer_ref.value estimate.customer_id = qbo_estimate.customer_ref.value
estimate.id = estimate.id estimate.id = qbo_estimate.id
estimate.txn_date = estimate.txn_date estimate.txn_date = qbo_estimate.txn_date
estimate.save! estimate.save!
end end

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@@ -70,26 +70,26 @@ class Invoice < ActiveRecord::Base
end end
# processes the invoice into the database # processes the invoice into the database
def self.process_invoice(invoice) def self.process_invoice(i)
logger.info "Processing invoice #{invoice.id}" logger.info "Processing invoice #{i.id}"
# Load the invoice into the database # Load the invoice into the database
invoice = Invoice.find_or_create_by(id: invoice.id) invoice = Invoice.find_or_create_by(id: i.id)
invoice.doc_number = invoice.doc_number invoice.doc_number = i.doc_number
invoice.id = invoice.id invoice.id = i.id
invoice.customer_id = invoice.customer_ref invoice.customer_id = i.customer_ref
invoice.txn_date = invoice.txn_date invoice.txn_date = i.txn_date
invoice.save! invoice.save!
# Scan the private notes for hashtags and attach to the applicable issues # Scan the private notes for hashtags and attach to the applicable issues
if not invoice.private_note.nil? if not i.private_note.nil?
invoice.private_note.scan(/#(\w+)/).flatten.each { |issue| i.private_note.scan(/#(\w+)/).flatten.each { |issue|
attach_to_issue(Issue.find_by_id(issue.to_i), invoice) attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
} }
end end
# Scan the line items for hashtags and attach to the applicable issues # 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 if line.description
line.description.scan(/#(\w+)/).flatten.each { |issue| line.description.scan(/#(\w+)/).flatten.each { |issue|
attach_to_issue(Issue.find_by_id(issue.to_i), invoice) attach_to_issue(Issue.find_by_id(issue.to_i), invoice)

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@@ -35,8 +35,8 @@
</div> </div>
<br/> <br/>
<h3><%=@issues.open.count%> <%=t(:label_open_issues)%>:</h3> <h3><%=@issues.open.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %> <%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%>:</h3> <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} %> <%= render :partial => 'issues/list_simple', locals: {issues: @closed_issues} %>

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@@ -87,4 +87,5 @@ en:
label_billed_success: "Successfully Billed " label_billed_success: "Successfully Billed "
label_billing_error: "Cannot bill without a customer assigned" label_billing_error: "Cannot bill without a customer assigned"
label_qbo_sync_success: "Successfully synced to Quickbooks" label_qbo_sync_success: "Successfully synced to Quickbooks"
label_hours: "Hours"

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@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2022 rick barrette #Copyright (c) 2023 rick barrette
# #
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: #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:
# #
@@ -22,11 +22,11 @@ Redmine::Plugin.register :redmine_qbo do
name 'Redmine Quickbooks Online plugin' name 'Redmine Quickbooks Online plugin'
author 'Rick Barrette' 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' description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
version '1.1.5' version '2.0.0'
url 'https://github.com/rickbarrette/redmine_qbo' url 'https://github.com/rickbarrette/redmine_qbo'
author_url 'http://rickbarrette.org' author_url 'https://barrettefabrication.com'
settings :default => {'empty' => true}, :partial => 'qbo/settings' settings :default => {'empty' => true}, :partial => 'qbo/settings'
requires_redmine :version_or_higher => '4.0.0' requires_redmine :version_or_higher => '5.1.0'
# Add safe attributes for core models # Add safe attributes for core models
Issue.safe_attributes 'customer_id' Issue.safe_attributes 'customer_id'

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@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2022 rick barrette #Copyright (c) 2023 rick barrette
# #
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
# #
@@ -11,7 +11,7 @@
require_dependency 'redmine/export/pdf' require_dependency 'redmine/export/pdf'
require_dependency 'redmine/export/pdf/issues_pdf_helper' require_dependency 'redmine/export/pdf/issues_pdf_helper'
module IssuesPdfHelperPatch module PdfPatch
def self.included(base) def self.included(base)
base.send(:include, InstanceMethods) base.send(:include, InstanceMethods)
@@ -256,4 +256,4 @@ module IssuesPdfHelperPatch
end end
end end
Redmine::Export::PDF::IssuesPdfHelper.send(:include, IssuesPdfHelperPatch) Redmine::Export::PDF::IssuesPdfHelper.send(:include, PdfPatch)