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https://github.com/rickbarrette/redmine_qbo.git
synced 2025-11-08 17:04:23 -05:00
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9 Commits
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| 7839116134 | |||
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2
Gemfile
2
Gemfile
@@ -1,7 +1,7 @@
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source 'https://rubygems.org'
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gem 'quickbooks-ruby'
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gem 'oauth2', '1.4.7'
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gem 'oauth2'
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gem 'roxml'
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gem 'nhtsa_vin'
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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
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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
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Use tags Version 1.0.0+ for Redmine 4+ and Version 0.8.1 for Redine 3
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Use tags for the following Redmine Versions
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* Version 2.0.0+ for Redmine 5+
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* Version 1.0.0+ for Redmine 4+
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* Version 0.8.1 for Redine 3
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#### Features
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* 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
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@billing_address = address_to_s(@customer.billing_address)
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@shipping_address = address_to_s(@customer.shipping_address)
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@closed_issues = (@issues - @issues.open)
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@hours = 0
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@closed_hours = 0
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@issues.open.each { |i| @hours+= i.total_spent_hours }
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@closed_issues.each { |i| @closed_hours+= i.total_spent_hours }
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rescue
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render_404
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end
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@@ -214,14 +218,14 @@ class CustomersController < ApplicationController
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# format a quickbooks address to a human readable string
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def address_to_s (address)
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return if address.nil?
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string = address.line1
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string = address.line1 if address.line1
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string << "\n" + address.line2 if address.line2
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string << "\n" + address.line3 if address.line3
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string << "\n" + address.line4 if address.line4
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string << "\n" + address.line5 if address.line5
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string << " " + address.city
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string << ", " + address.country_sub_division_code
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string << " " + address.postal_code
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string << " " + address.city if address.city
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string << ", " + address.country_sub_division_code if address.country_sub_division_code
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string << " " + address.postal_code if address.postal_code
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return string
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end
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@@ -23,7 +23,7 @@ class Customer < ActiveRecord::Base
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# returns a human readable string
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def to_s
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return name
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return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
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end
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# Convenience Method
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@@ -50,13 +50,13 @@ class Estimate < ActiveRecord::Base
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end
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# process an estimate into the database
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def self.process_estimate(estimate)
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logger.info "Processing estimate #{estimate.id}"
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estimate = find_or_create_by(id: estimate.id)
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estimate.doc_number = estimate.doc_number
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estimate.customer_id = estimate.customer_ref.value
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estimate.id = estimate.id
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estimate.txn_date = estimate.txn_date
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def self.process_estimate(qbo_estimate)
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logger.info "Processing estimate #{qbo_estimate.id}"
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estimate = find_or_create_by(id: qbo_estimate.id)
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estimate.doc_number = qbo_estimate.doc_number
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estimate.customer_id = qbo_estimate.customer_ref.value
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estimate.id = qbo_estimate.id
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estimate.txn_date = qbo_estimate.txn_date
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estimate.save!
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end
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@@ -70,26 +70,26 @@ class Invoice < ActiveRecord::Base
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end
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# processes the invoice into the database
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def self.process_invoice(invoice)
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logger.info "Processing invoice #{invoice.id}"
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def self.process_invoice(i)
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logger.info "Processing invoice #{i.id}"
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# Load the invoice into the database
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invoice = Invoice.find_or_create_by(id: invoice.id)
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invoice.doc_number = invoice.doc_number
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invoice.id = invoice.id
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invoice.customer_id = invoice.customer_ref
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invoice.txn_date = invoice.txn_date
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invoice = Invoice.find_or_create_by(id: i.id)
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invoice.doc_number = i.doc_number
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invoice.id = i.id
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invoice.customer_id = i.customer_ref
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invoice.txn_date = i.txn_date
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invoice.save!
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# Scan the private notes for hashtags and attach to the applicable issues
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if not invoice.private_note.nil?
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invoice.private_note.scan(/#(\w+)/).flatten.each { |issue|
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if not i.private_note.nil?
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i.private_note.scan(/#(\w+)/).flatten.each { |issue|
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attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
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}
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end
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# Scan the line items for hashtags and attach to the applicable issues
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invoice.line_items.each { |line|
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i.line_items.each { |line|
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if line.description
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line.description.scan(/#(\w+)/).flatten.each { |issue|
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attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
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@@ -35,8 +35,8 @@
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</div>
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<br/>
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<h3><%=@issues.open.count%> <%=t(:label_open_issues)%>:</h3>
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<h3><%=@issues.open.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
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<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
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<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%>:</h3>
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<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%> - <%= @closed_hours.round(1)%> <%=t(:label_hours)%></h3>
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<%= render :partial => 'issues/list_simple', locals: {issues: @closed_issues} %>
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@@ -87,4 +87,5 @@ en:
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label_billed_success: "Successfully Billed "
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label_billing_error: "Cannot bill without a customer assigned"
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label_qbo_sync_success: "Successfully synced to Quickbooks"
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label_hours: "Hours"
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8
init.rb
8
init.rb
@@ -1,6 +1,6 @@
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#The MIT License (MIT)
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#
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#Copyright (c) 2022 rick barrette
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#Copyright (c) 2023 rick barrette
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#
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#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
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#
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@@ -22,11 +22,11 @@ Redmine::Plugin.register :redmine_qbo do
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name 'Redmine Quickbooks Online plugin'
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author 'Rick Barrette'
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description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
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version '1.1.5'
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version '2.0.0'
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url 'https://github.com/rickbarrette/redmine_qbo'
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author_url 'http://rickbarrette.org'
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author_url 'https://barrettefabrication.com'
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settings :default => {'empty' => true}, :partial => 'qbo/settings'
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requires_redmine :version_or_higher => '4.0.0'
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requires_redmine :version_or_higher => '5.1.0'
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# Add safe attributes for core models
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Issue.safe_attributes 'customer_id'
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@@ -1,6 +1,6 @@
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#The MIT License (MIT)
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#
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#Copyright (c) 2022 rick barrette
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#Copyright (c) 2023 rick barrette
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#
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#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
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#
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@@ -11,7 +11,7 @@
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require_dependency 'redmine/export/pdf'
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require_dependency 'redmine/export/pdf/issues_pdf_helper'
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module IssuesPdfHelperPatch
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module PdfPatch
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def self.included(base)
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base.send(:include, InstanceMethods)
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@@ -256,4 +256,4 @@ module IssuesPdfHelperPatch
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end
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end
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Redmine::Export::PDF::IssuesPdfHelper.send(:include, IssuesPdfHelperPatch)
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Redmine::Export::PDF::IssuesPdfHelper.send(:include, PdfPatch)
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Reference in New Issue
Block a user