13 Commits
2.0.0 ... dev

Author SHA1 Message Date
f0a3b0193c Development mode
Use the QBO sandbox & Display DEVEOMPENT in the plugin name
2025-06-18 08:30:21 -04:00
a531ef4f87 Added hour totals to customer job history 2023-01-14 06:20:41 -05:00
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
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
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
37 changed files with 67 additions and 651 deletions

View File

@@ -1,9 +1,8 @@
source 'https://rubygems.org' source 'https://rubygems.org'
gem 'quickbooks-ruby' gem 'quickbooks-ruby'
gem 'oauth2' gem 'oauth2', '1.4.7'
gem 'roxml' gem 'roxml'
gem 'nhtsa_vin'
gem 'will_paginate' gem 'will_paginate'
gem 'rails-jquery-autocomplete' gem 'rails-jquery-autocomplete'
gem 'jquery-ui-rails' gem 'jquery-ui-rails'

View File

@@ -8,10 +8,7 @@ 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 for the following Redmine Versions Use tags Version 1.0.0+ for Redmine 4+ and Version 0.8.1 for Redine 3
* 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
@@ -65,7 +62,6 @@ Note: After the inital synchronization, this plugin will recieve push notificati
## TODO ## TODO
* Add Setting for Sandbox Mode * 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... * MORE Stuff as I make it up...
## License ## License

View File

@@ -39,12 +39,6 @@ class CustomersController < ApplicationController
params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number) params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number)
end 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])
end
# getter method for a customer's invoices # getter method for a customer's invoices
# used for customer autocomplete field / issue form # used for customer autocomplete field / issue form
def filter_invoices_by_customer def filter_invoices_by_customer
@@ -88,7 +82,6 @@ class CustomersController < ApplicationController
def show def show
begin begin
@customer = Customer.find_by_id(params[:id]) @customer = Customer.find_by_id(params[:id])
@vehicles = @customer.vehicles.paginate(:page => params[:page])
@issues = @customer.issues.order(id: :desc) @issues = @customer.issues.order(id: :desc)
@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)
@@ -218,14 +211,14 @@ 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 if address.line1 string = 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 if address.city string << " " + address.city
string << ", " + address.country_sub_division_code if address.country_sub_division_code string << ", " + address.country_sub_division_code
string << " " + address.postal_code if address.postal_code string << " " + address.postal_code
return string return string
end end

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@@ -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

@@ -15,15 +15,14 @@ class Customer < ActiveRecord::Base
has_many :purchases has_many :purchases
has_many :invoices has_many :invoices
has_many :estimates has_many :estimates
has_many :vehicles
validates_presence_of :id, :name validates_presence_of :id, :name
self.primary_key = :id self.primary_key = :id
# returns a human readable string # returns a human readable string
def to_s def to_s
return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}" return name
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(qbo_estimate) def self.process_estimate(estimate)
logger.info "Processing estimate #{qbo_estimate.id}" logger.info "Processing estimate #{estimate.id}"
estimate = find_or_create_by(id: qbo_estimate.id) estimate = find_or_create_by(id: estimate.id)
estimate.doc_number = qbo_estimate.doc_number estimate.doc_number = estimate.doc_number
estimate.customer_id = qbo_estimate.customer_ref.value estimate.customer_id = estimate.customer_ref.value
estimate.id = qbo_estimate.id estimate.id = estimate.id
estimate.txn_date = qbo_estimate.txn_date estimate.txn_date = estimate.txn_date
estimate.save! estimate.save!
end end

View File

@@ -104,53 +104,38 @@ class Invoice < ActiveRecord::Base
# this condions causes an infinite loop as the webhook is called when an invoice is updated # 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 # TODO maybe add a cf_sync_confict flag to invoices
def self.compare_custom_fields(issue, invoice) def self.compare_custom_fields(issue, invoice)
logger.debug "Comparing custom fields" logger.debug "Comparing custom fields"
# TODO break if Invoice.find(invoice.id).cf_sync_confict # TODO break if Invoice.find(invoice.id).cf_sync_confict
is_changed = false 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 logger.debug "Calling :process_invoice_custom_fields hook"
end context = Redmine::Hook.call_hook :process_invoice_custom_fields, { issue: issue, invoice: invoice }
rescue
#do nothing unless context.nil?
end logger.debug "We have a context!"
context= context.first
issue = context[:issue]
invoice = context[:invoice]
is_changed = context[:is_changed]
end
# Custom Values # Custom Values
begin begin
value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id) value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
# Check to see if the value is blank... # Check to see if the value is blank...
if not value.value.to_s.blank? if not value.value.to_s.blank?
# Check to see if the value is diffrent # Check to see if the value is diffrent
if not cf.string_value.to_s.eql? value.value.to_s if not cf.string_value.to_s.eql? value.value.to_s
# update the custom field on the invoice # update the custom field on the invoice
cf.string_value = value.value.to_s cf.string_value = value.value.to_s
is_changed = true is_changed = true
end
end end
rescue
# Nothing to do here, there is no match
end end
} rescue
# Nothing to do here, there is no match
end
# Push updates # Push updates
begin begin

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@@ -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

@@ -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

@@ -24,11 +24,7 @@
</div> </div>
<div class="splitcontentleft"> <div class="splitcontentleft">
<h4><%=t(:field_vehicles)%>:</h4> <%= call_hook :show_customer_view_right, {customer: @customer} %>
<%= render :partial => 'vehicles/list' %>
<div style="float: right;">
<%= button_to "New Vehicle", new_customer_vehicle_path(@customer), method: :get %>
</div>
</div> </div>
</div> </div>

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@@ -8,7 +8,3 @@
<p> <p>
<%= select_estimate %> <%= select_estimate %>
</p> </p>
<p>
<%= vehicle %>
</p>

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@@ -17,19 +17,6 @@
</div> </div>
<div class="splitcontentleft"> <div class="splitcontentleft">
<div class="vehicle attribute"> <%= call_hook :show_issue_view_right, {issue: issue} %>
<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>
</div> </div>
</div> </div>

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@@ -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>

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@@ -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>

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@@ -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 %>

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@@ -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 %>

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

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

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@@ -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' %>

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@@ -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)} %>

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@@ -1,10 +1,5 @@
$(function() { $(function() {
$("input#issue_customer_id").on("change", 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({ $.ajax({
url: "/filter_estimates_by_customer", url: "/filter_estimates_by_customer",
@@ -13,11 +8,4 @@ $(function() {
}); });
}); });
$("input#project_customer_id").on("change", function() {
$.ajax({
url: "/filter_vehicles_by_customer",
type: "GET",
data: { selected_customer: $("input#project_customer_id").val() }
});
});
}); });

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@@ -16,9 +16,6 @@ en:
field_employee: "Employee" field_employee: "Employee"
field_invoice: "Invoice" field_invoice: "Invoice"
field_estimate: "Estimate" field_estimate: "Estimate"
field_vehicles: "Vehicles"
field_vehicle: "Vehicle"
field_vin: "VIN"
field_notes: "Notes" field_notes: "Notes"
field_billed: "Billed" field_billed: "Billed"
label_week: "Week" label_week: "Week"
@@ -32,13 +29,8 @@ en:
label_year: "Year" label_year: "Year"
label_make: " Make" label_make: " Make"
label_model: "Model" 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_no_customers: "There are no customers containing the term(s)"
label_matching: "Matching " 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_open_issues: "Open Issues"
label_closed_issues: "Closed Issues" label_closed_issues: "Closed Issues"
label_sync: "Sync" label_sync: "Sync"

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@@ -31,15 +31,9 @@ get 'customers/view/:token', :to => 'customers#view', as: :view
get 'customers/share/:id', :to => 'customers#share', as: :share get 'customers/share/:id', :to => 'customers#share', as: :share
#java script routes #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_estimates_by_customer' => 'customers#filter_estimates_by_customer'
get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer' get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer'
# Nest Vehicles under customers
resources :customers do resources :customers do
resources :vehicles
get :autocomplete_customer_name, :on => :collection get :autocomplete_customer_name, :on => :collection
end end
#allow for just vehicles too
resources :vehicles

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@@ -1,24 +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 CreateVehicles < ActiveRecord::Migration[5.1]
def change
create_table :vehicles do |t|
t.integer :year
t.string :make
t.string :model
t.string :vin
t.text :notes
end
add_reference :vehicles, :qbo_customer, index: true
end
end

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@@ -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

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@@ -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

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@@ -12,6 +12,5 @@ class QbocustomersToCustomers< ActiveRecord::Migration[5.1]
def change def change
rename_table :qbo_customers, :customers rename_table :qbo_customers, :customers
rename_column :issues, :qbo_customer_id, :customer_id rename_column :issues, :qbo_customer_id, :customer_id
rename_column :vehicles, :qbo_customer_id, :customer_id
end end
end end

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@@ -11,6 +11,5 @@
class UpdateProjects < ActiveRecord::Migration[5.1] class UpdateProjects < ActiveRecord::Migration[5.1]
def change def change
add_reference :projects, :customer, index: true add_reference :projects, :customer, index: true
add_reference :projects, :vehicle, index: true
end end
end end

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@@ -1,30 +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 UpdateVehiclesTrim < ActiveRecord::Migration[5.1]
def change
add_column :vehicles, :doors, :text
add_column :vehicles, :trim, :text
reversible do |direction|
direction.up {
# Update local vehicle database by forcing a save, look at before_save
vehicles = Vehicle.all
vehicles.each { |vehicle|
vehicle.save!
}
}
end
end
end

22
init.rb
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@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2023 rick barrette #Copyright (c) 2022 rick barrette
# #
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: #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:
# #
@@ -19,28 +19,26 @@ end
Redmine::Plugin.register :redmine_qbo do Redmine::Plugin.register :redmine_qbo do
# About # About
name 'Redmine Quickbooks Online plugin' name 'Redmine QBO DEVELOPMENT 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 integrate with QuickBooks Online to allow for seamless integration CRM and invoicing of completed issues'
version '2.0.0' version '1.1.6'
url 'https://github.com/rickbarrette/redmine_qbo' url 'https://github.com/rickbarrette/redmine_qbo'
author_url 'https://barrettefabrication.com' author_url 'http://rickbarrette.org'
settings :default => {'empty' => true}, :partial => 'qbo/settings' settings :default => {'empty' => true}, :partial => 'qbo/settings'
requires_redmine :version_or_higher => '5.1.0' requires_redmine :version_or_higher => '6.0.0'
# Add safe attributes for core models # Add safe attributes for core models
Issue.safe_attributes 'customer_id' Issue.safe_attributes 'customer_id'
Issue.safe_attributes 'item_id' Issue.safe_attributes 'item_id'
Issue.safe_attributes 'estimate_id' Issue.safe_attributes 'estimate_id'
Issue.safe_attributes 'invoice_id' Issue.safe_attributes 'invoice_id'
Issue.safe_attributes 'vehicles_id'
User.safe_attributes 'employee_id' User.safe_attributes 'employee_id'
TimeEntry.safe_attributes 'billed' TimeEntry.safe_attributes 'billed'
Project.safe_attributes 'customer_id' Project.safe_attributes 'customer_id'
Project.safe_attributes 'vehicle_id'
# We are playing in the sandbox # We are playing in the sandbox
#Quickbooks.sandbox_mode = true Quickbooks.sandbox_mode = true
# set per_page globally # set per_page globally
WillPaginate.per_page = 20 WillPaginate.per_page = 20
@@ -48,10 +46,8 @@ Redmine::Plugin.register :redmine_qbo do
# Permissions for security # Permissions for security
permission :view_customers, :customers => :index, :public => false permission :view_customers, :customers => :index, :public => false
permission :add_customers, :customers => :new, :public => false permission :add_customers, :customers => :new, :public => false
permission :view_vehicles, :vehicles => :new, :public => false
# Register top menu items # Register top menu items
menu :top_menu, :customers, { :controller => :customers, :action => :index }, :caption => 'Customers', :if => Proc.new {User.current.logged?} menu :top_menu, :customers, { :controller => :customers, :action => :index }, :caption => 'Customers', :if => Proc.new {User.current.logged?}
menu :top_menu, :vehicles, { :controller => :vehicles, :action => :index }, :caption => 'Vehicles', :if => Proc.new { User.current.logged? }
end end

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@@ -26,7 +26,6 @@ module IssuePatch
belongs_to :customer_token, primary_key: :id belongs_to :customer_token, primary_key: :id
belongs_to :estimate, primary_key: :id belongs_to :estimate, primary_key: :id
has_and_belongs_to_many :invoices has_and_belongs_to_many :invoices
belongs_to :vehicle, primary_key: :id
end end
end end

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@@ -26,13 +26,11 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
# This is done to preload customer information if the entire project is dedicated to a customer # This is done to preload customer information if the entire project is dedicated to a customer
if context[:project] if context[:project]
selected_customer = context[:project].customer ? context[:project].customer.id : nil selected_customer = context[:project].customer ? context[:project].customer.id : nil
selected_vehicle = context[:project].vehicle ? context[:project].vehicle.id : nil
end end
# Check to see if the issue already belongs to a customer # Check to see if the issue already belongs to a customer
selected_customer = context[:issue].customer ? context[:issue].customer.id : nil selected_customer = context[:issue].customer ? context[:issue].customer.id : nil
selected_estimate = context[:issue].estimate ? context[:issue].estimate.id : nil selected_estimate = context[:issue].estimate ? context[:issue].estimate.id : nil
selected_vehicle = context[:issue].vehicles_id ? context[:issue].vehicles_id : nil
# Load customer information # Load customer information
customer = Customer.find_by_id(selected_customer) if selected_customer customer = Customer.find_by_id(selected_customer) if selected_customer
@@ -52,22 +50,15 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
:id => "issue_customer_id", :id => "issue_customer_id",
:onchange => "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)" :onchange => "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)"
# Load estimates & vehicles # Load estimates
if context[:issue].customer if context[:issue].customer
if customer.vehicles
vehicles = customer.vehicles.pluck(:name, :id)
else
vehicles = [nil].compact
end
estimates = customer.estimates.pluck(:doc_number, :id).sort! {|x, y| y <=> x} estimates = customer.estimates.pluck(:doc_number, :id).sort! {|x, y| y <=> x}
else else
vehicles = [nil].compact
estimates = [nil].compact estimates = [nil].compact
end end
# Generate the drop down list of quickbooks estimates & vehicles # Generate the drop down list of quickbooks estimates
select_estimate = f.select :estimate_id, estimates, :selected => selected_estimate, include_blank: true select_estimate = f.select :estimate_id, estimates, :selected => selected_estimate, include_blank: true
vehicle = f.select :vehicles_id, vehicles, :selected => selected_vehicle, include_blank: true
# Pass all prebuilt form components to our partial # Pass all prebuilt form components to our partial
context[:controller].send(:render_to_string, { context[:controller].send(:render_to_string, {
@@ -77,7 +68,6 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
customer_id: customer_id, customer_id: customer_id,
context: context, context: context,
select_estimate: select_estimate, select_estimate: select_estimate,
vehicle: vehicle
} }
} }
) )

View File

@@ -35,27 +35,14 @@ class IssuesShowHookListener < Redmine::Hook::ViewListener
invoice_link = invoice_link.html_safe invoice_link = invoice_link.html_safe
end end
end end
begin
v = Vehicle.find(issue.vehicles_id)
vehicle = link_to v.to_s, vehicle_path( v.id )
vin = v.vin
notes = v.notes
rescue
#do nothing
end
split_vin = vin.scan(/.{1,9}/) if vin
context[:controller].send(:render_to_string, { context[:controller].send(:render_to_string, {
:partial => 'issues/show_details', :partial => 'issues/show_details',
locals: { locals: {
issue: issue,
customer: customer, customer: customer,
estimate_link: estimate_link, estimate_link: estimate_link,
invoice_link: invoice_link, invoice_link: invoice_link
vehicle: vehicle,
split_vin: split_vin,
notes: notes
} }
}) })
end end

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@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2023 rick barrette #Copyright (c) 2022 rick barrette
# #
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: #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 PdfPatch module IssuesPdfHelperPatch
def self.included(base) def self.included(base)
base.send(:include, InstanceMethods) base.send(:include, InstanceMethods)
@@ -55,16 +55,10 @@ module PdfPatch
left << [l(:field_priority), issue.priority] left << [l(:field_priority), issue.priority]
left << [l(:field_customer), customer] left << [l(:field_customer), customer]
left << [l(:field_assigned_to), issue.assigned_to] unless issue.disabled_core_fields.include?('assigned_to_id') left << [l(:field_assigned_to), issue.assigned_to] unless issue.disabled_core_fields.include?('assigned_to_id')
#left << [l(:field_category), issue.category] unless issue.disabled_core_fields.include?('category_id')
#left << [l(:field_fixed_version), issue.fixed_version] unless issue.disabled_core_fields.include?('fixed_version_id') logger.debug "Calling :pdf_left hook"
context = Redmine::Hook.call_hook :pdf_left, { array: left, issue: issue }
v = Vehicle.find_by_id(issue.vehicles_id) left = left + context.first unless context.nil?
vehicle = v ? v.to_s : nil
vin = v ? v.vin : nil
notes = v ? v.notes : nil
left << [l(:field_vehicles), vehicle]
left << [l(:field_vin), vin ? vin.gsub(/(.{9})/, '\1 ') : nil]
#left << [l(:field_notes), notes]
right = [] right = []
right << [l(:field_start_date), format_date(issue.start_date)] unless issue.disabled_core_fields.include?('start_date') right << [l(:field_start_date), format_date(issue.start_date)] unless issue.disabled_core_fields.include?('start_date')
@@ -72,7 +66,10 @@ module PdfPatch
right << [l(:field_done_ratio), "#{issue.done_ratio}%"] unless issue.disabled_core_fields.include?('done_ratio') right << [l(:field_done_ratio), "#{issue.done_ratio}%"] unless issue.disabled_core_fields.include?('done_ratio')
right << [l(:field_estimated_hours), l_hours(issue.estimated_hours)] unless issue.disabled_core_fields.include?('estimated_hours') right << [l(:field_estimated_hours), l_hours(issue.estimated_hours)] unless issue.disabled_core_fields.include?('estimated_hours')
right << [l(:label_spent_time), l_hours(issue.total_spent_hours)] if User.current.allowed_to?(:view_time_entries, issue.project) right << [l(:label_spent_time), l_hours(issue.total_spent_hours)] if User.current.allowed_to?(:view_time_entries, issue.project)
right << [l(:field_notes), notes]
logger.debug "Calling :pdf_right hook"
context = Redmine::Hook.call_hook :pdf_right, { array: right, issue: issue }
right = right + context.first unless context.nil?
rows = left.size > right.size ? left.size : right.size rows = left.size > right.size ? left.size : right.size
while left.size < rows while left.size < rows
@@ -256,4 +253,4 @@ module PdfPatch
end end
end end
Redmine::Export::PDF::IssuesPdfHelper.send(:include, PdfPatch) Redmine::Export::PDF::IssuesPdfHelper.send(:include, IssuesPdfHelperPatch)

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@@ -23,7 +23,6 @@ module ProjectPatch
base.class_eval do base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development unloadable # Send unloadable so it will not be unloaded in development
belongs_to :customer, primary_key: :id belongs_to :customer, primary_key: :id
belongs_to :vehicle, primary_key: :id
end end
end end
end end

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@@ -16,21 +16,12 @@ class ProjectsFormHookListener < Redmine::Hook::ViewListener
# Check to see if there is a quickbooks user attached to the issue # Check to see if there is a quickbooks user attached to the issue
selected_customer = context[:project].customer ? context[:project].customer : nil selected_customer = context[:project].customer ? context[:project].customer : nil
selected_vehicle = context[:project].vehicle_id ? context[:project].vehicle_id : nil
# Load customer information # Load customer information
customer = Customer.find_by_id(selected_customer) if selected_customer customer = Customer.find_by_id(selected_customer) if selected_customer
search_customer = f.autocomplete_field :customer, autocomplete_customer_name_customers_path, :selected => selected_customer, :update_elements => {:id => '#project_customer_id', :value => '#project_customer'} search_customer = f.autocomplete_field :customer, autocomplete_customer_name_customers_path, :selected => selected_customer, :update_elements => {:id => '#project_customer_id', :value => '#project_customer'}
customer_id = f.hidden_field :customer_id, :id => "project_customer_id" customer_id = f.hidden_field :customer_id, :id => "project_customer_id"
if context[:project].customer return "<p><label for=\"project_customer\">Customer</label>#{search_customer} #{customer_id}</p>"
vehicles = customer.vehicles.pluck(:name, :id).sort!
else
vehicles = [nil].compact
end
vehicle = f.select :vehicle_id, vehicles, :selected => selected_vehicle, include_blank: true
return "<p><label for=\"project_customer\">Customer</label>#{search_customer} #{customer_id}</p> <p>#{vehicle}</p>"
end end
end end