Add customer name to details

LICENSE

@@ -1,6 +1,6 @@
 The MIT License (MIT)
 
-Copyright (c) 2016 - 2023 Rick Barrette
+Copyright (c) 2016 - 2024 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

app/controllers/invoice_controller.rb

@@ -1,6 +1,6 @@
 #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:
 #
@@ -20,10 +20,13 @@ class InvoiceController < ApplicationController
   #
   def show
     begin
-      base = Invoice.get_base
+      qbo = Qbo.first
-      invoice = base.fetch_by_id(params[:id])
+        qbo.perform_authenticated_request do |access_token|
-      @pdf = base.pdf(invoice)
+        service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+        invoice = service.fetch_by_id(params[:id])
+        @pdf = service.pdf(invoice)
         send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+      end
     rescue
       redirect_to :back, :flash => { :error => "Invoice not found" }
     end

app/controllers/vehicles_controller.rb

@@ -84,7 +84,7 @@ class VehiclesController < ApplicationController
     @customer = params[:customer]
     begin
       @vehicle = Vehicle.find_by_id(params[:id])
-      if @vehicle.update_attributes(allowed_params)
+      if @vehicle.update(allowed_params)
         flash[:notice] = "Vehicle updated"
         redirect_to @vehicle
       else

app/models/customer.rb

@@ -1,6 +1,6 @@
 #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:
 #
@@ -142,27 +142,26 @@ 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
+    qbo = Qbo.first
-      customers = service.all
+    customers = qbo.perform_authenticated_request do |access_token|
-    #else
+      service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
-    #  last = Qbo.first.last_sync
+      service.all
-    #  query = "Select Id, DisplayName From Customer"
+    end
-    #  query << " Where Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
+    
-    #  customers = service.query(query)
+    return unless customers
-    #end
     
     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
+        #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 c.new_record?
           customer.delete
@@ -180,16 +179,23 @@ 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|
-    customer = service.fetch_by_id(id)
+      service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
-    customer = Customer.find_or_create_by(id: customer.id)
+      service.fetch_by_id(id)
-    if customer.active?
-      if not customer.name.eql? customer.display_name
-        customer.name = customer.display_name
-        customer.id = customer.id
-        customer.save_without_push
     end
+
+    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
     else
       if not customer.new_record?
         customer.delete
@@ -200,7 +206,11 @@ 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
@@ -218,7 +228,11 @@ 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

app/models/employee.rb

@@ -13,12 +13,14 @@ class Employee < ActiveRecord::Base
   has_many :users
   validates_presence_of :id, :name
   
-  def self.get_base
+  def self.sync 
-    Qbo.get_base(:employee)
+    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
 
-  def self.sync 
+    return unless employees
-    employees = get_base.all
     
     transaction do
       # Update the item table
@@ -33,7 +35,13 @@ class Employee < ActiveRecord::Base
   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

app/models/estimate.rb

@@ -1,6 +1,6 @@
 #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:
 #
@@ -16,15 +16,17 @@ class Estimate < ActiveRecord::Base
   validates_presence_of :doc_number, :id
   self.primary_key = :id
   
-  # return the QBO Estimate service
-  def self.get_base
-    Qbo.get_base(:estimate)
-  end
-  
   # sync all estimates
   def self.sync
     logger.debug "Syncing ALL estimates"
-    estimates = get_base.all
+    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)
     }
@@ -36,17 +38,28 @@ 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))
+    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
   
   # update an estimate
   def self.update(id)
     # Update the item table
-    estimate = get_base.fetch_by_id(id)
+    qbo = Qbo.first
-    estimate = find_or_create_by(id: id)
+    estimate = qbo.perform_authenticated_request do |access_token|
-    estimate.doc_number = estimate.doc_number
+      service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
-    estimate.txn_date = estimate.txn_date
+      service.fetch_by_id(id)
-    estimate.save!
+    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
@@ -62,9 +75,12 @@ class Estimate < ActiveRecord::Base
 
   # download the pdf from quickbooks
   def pdf
-    base = Estimate.get_base
+    qbo = Qbo.first
-    estimate = base.fetch_by_id(id)
+    qbo.perform_authenticated_request do |access_token|
-    return base.pdf(estimate)
+      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 +107,11 @@ 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

app/models/invoice.rb

@@ -1,6 +1,6 @@
 #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:
 #
@@ -15,11 +15,6 @@ class Invoice < ActiveRecord::Base
   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)
-  end
-  
   # sync ALL the invoices
   def self.sync
     logger.debug "Syncing all invoices"
@@ -30,12 +25,14 @@ class Invoice < ActiveRecord::Base
   
     # TODO actually do something with the above query
     # .all() is never called since count is never initialized
-    if count == 0
+    qbo = Qbo.first
-      invoices = get_base.all 
+    invoices = qbo.perform_authenticated_request do |access_token|
-    else
+      service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
-      invoices = get_base.query()
+      service.all 
     end
 
+    return unless invoices
+     
     invoices.each { | invoice | 
       process_invoice invoice
     }
@@ -44,9 +41,13 @@ 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) 
+    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
   
@@ -155,7 +156,11 @@ class Invoice < ActiveRecord::Base
     # Push updates
     begin
       logger.debug "Trying to update invoice"
-      get_base.update(invoice) if is_changed
+      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) if is_changed
+      end
     rescue
       # Do nothing, probaly custome field sync confict on the invoice. 
       # This is a problem with how it's billed
@@ -187,7 +192,11 @@ 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

app/models/qbo.rb

@@ -1,6 +1,6 @@
 #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:
 #
@@ -13,34 +13,6 @@ class Qbo < ActiveRecord::Base
     
   include QuickbooksOauth
   
-  # 
-  # Get a quickbooks base service object for type
-  # @params type of base
-  #
-  def self.get_base(type)
-    qbo = self.first
-
-    qbo.perform_authenticated_request do |access_token|   
-      # build the reqiested service
-      case type
-        when :time_activity
-          return Quickbooks::Service::TimeActivity.new(:company_id => qbo.realm_id, :access_token => access_token)
-        when :customer
-          return Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
-        when :invoice
-          return Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
-        when :estimate
-          return Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
-        when :employee
-          return Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
-        when :item
-          return Quickbooks::Service::Item.new(:company_id => qbo.realm_id, :access_token => access_token)
-      else
-        return nil
-      end
-    end
-  end
-  
   # Updates last sync time stamp
   def self.update_time_stamp
     date = DateTime.now

app/views/customers/_details.html.erb

@@ -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>

app/views/customers/show.html.erb

@@ -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://app.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
   <div class="issue">
 
     <div class="splitcontent">

config/locales/en.yml

@@ -88,4 +88,5 @@ en:
   label_qbo_sync_success: "Successfully synced to Quickbooks"
   label_hours: "Hours"
   label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
+  label_name: "Name"
   

db/migrate/032_add_txn_dates.rb

@@ -1,6 +1,6 @@
 #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:
 #
@@ -26,7 +26,13 @@ class AddTxnDates < ActiveRecord::Migration[5.1]
 
         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
+
+        return unless invoices
 
         invoices.each { |invoice|
             # Load the invoice into the database

init.rb

@@ -22,7 +22,7 @@ Redmine::Plugin.register :redmine_qbo do
   name 'Redmine Quickbooks Online plugin'
   author 'Rick Barrette'
   description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
-  version '2.0.1'
+  version '2.0.5'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings :default => {'empty' => true}, :partial => 'qbo/settings'

lib/issue_patch.rb

@@ -1,6 +1,6 @@
 #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:
 #
@@ -52,8 +52,10 @@ module IssuePatch
       if spent_hours > 0 then
         
         # Prepare to create a new Time Activity
-        time_service = Qbo.get_base(:time_activity)
+        qbo = Qbo.first
-        item_service = Qbo.get_base(:item)
+        qbo.perform_authenticated_request do |access_token|
+          time_service = Quickbooks::Service::TimeActivity.new(:company_id => qbo.realm_id, :access_token => access_token)
+          item_service = Quickbooks::Service::Item.new(:company_id => qbo.realm_id, :access_token => access_token)
           time_entry = Quickbooks::Model::TimeActivity.new
   
           # Lets total up each activity before billing.
@@ -96,6 +98,7 @@ module IssuePatch
         end
       end
     end
+  end
   
   # Create a shareable link for a customer
   def share_token