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https://github.com/rickbarrette/redmine_qbo.git
synced 2025-11-08 17:04:23 -05:00
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6 Commits
| Author | SHA1 | Date | |
|---|---|---|---|
| aceb6cb6b5 | |||
| e2bf42e66b | |||
| 0c72ca9294 | |||
| 2985fad77c | |||
| 02b5fb4d0e | |||
| bf417c163c |
@@ -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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@@ -20,10 +20,13 @@ class InvoiceController < ApplicationController
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#
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def show
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begin
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base = Invoice.get_base
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invoice = base.fetch_by_id(params[:id])
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@pdf = base.pdf(invoice)
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send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
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qbo = Qbo.first
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qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
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invoice = service.fetch_by_id(params[:id])
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@pdf = service.pdf(invoice)
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send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
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end
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rescue
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redirect_to :back, :flash => { :error => "Invoice not found" }
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end
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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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@@ -142,17 +142,14 @@ class Customer < ActiveRecord::Base
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# proforms a bruteforce sync operation
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# This needs to be simplified
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def self.sync
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service = Qbo.get_base(:customer)
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# Sync ALL customers if the database is empty
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#if count == 0
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customers = service.all
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#else
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# last = Qbo.first.last_sync
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# query = "Select Id, DisplayName From Customer"
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# query << " Where Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
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# customers = service.query(query)
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#end
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qbo = Qbo.first
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customers = qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
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service.all
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end
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return unless customers
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customers.each do |c|
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logger.info "Processing customer #{c.id}"
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@@ -180,9 +177,14 @@ class Customer < ActiveRecord::Base
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# proforms a bruteforce sync operation
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# This needs to be simplified
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def self.sync_by_id(id)
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service = Qbo.get_base(:customer)
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qbo = Qbo.first
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customer = qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
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service.fetch_by_id(id)
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end
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return unless customer
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customer = service.fetch_by_id(id)
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customer = Customer.find_or_create_by(id: customer.id)
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if customer.active?
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if not customer.name.eql? customer.display_name
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@@ -200,7 +202,11 @@ class Customer < ActiveRecord::Base
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# Push the updates
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def save_with_push
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begin
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@details = Qbo.get_base(:customer).update(@details)
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qbo = Qbo.first
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@details = qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
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service.update(@details)
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end
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#raise "QBO Fault" if @details.fault?
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self.id = @details.id
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rescue Exception => e
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@@ -218,7 +224,11 @@ class Customer < ActiveRecord::Base
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def pull
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begin
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raise Exception unless self.id
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@details = Qbo.get_base(:customer).fetch_by_id(self.id)
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qbo = Qbo.first
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@details = qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
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service.fetch_by_id(self.id)
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end
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rescue Exception => e
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@details = Quickbooks::Model::Customer.new
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end
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@@ -13,12 +13,14 @@ class Employee < ActiveRecord::Base
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has_many :users
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validates_presence_of :id, :name
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def self.get_base
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Qbo.get_base(:employee)
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end
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def self.sync
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employees = get_base.all
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qbo = Qbo.first
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employees = qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
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service.all
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end
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return unless employees
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transaction do
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# Update the item table
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@@ -33,7 +35,13 @@ class Employee < ActiveRecord::Base
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end
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def self.sync_by_id(id)
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employee = get_base.fetch_by_id(id)
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qbo = Qbo.first
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employee = qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
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service.fetch_by_id(id)
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end
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return unless employee
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employee = find_or_create_by(id: employee.id)
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employee.name = employee.display_name
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employee.id = employee.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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@@ -16,15 +16,17 @@ class Estimate < ActiveRecord::Base
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validates_presence_of :doc_number, :id
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self.primary_key = :id
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# return the QBO Estimate service
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def self.get_base
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Qbo.get_base(:estimate)
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end
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# sync all estimates
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def self.sync
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logger.debug "Syncing ALL estimates"
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estimates = get_base.all
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qbo = Qbo.first
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estimates = qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
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service.all
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end
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return unless estimates
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estimates.each { |estimate|
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process_estimate(estimate)
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}
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@@ -36,17 +38,28 @@ class Estimate < ActiveRecord::Base
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# sync only one estimate
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def self.sync_by_id(id)
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logger.debug "Syncing estimate #{id}"
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process_estimate(get_base.fetch_by_id(id))
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qbo = Qbo.first
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qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
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process_estimate(service.fetch_by_id(id))
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end
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end
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# update an estimate
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def self.update(id)
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# Update the item table
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estimate = get_base.fetch_by_id(id)
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estimate = find_or_create_by(id: id)
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estimate.doc_number = estimate.doc_number
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estimate.txn_date = estimate.txn_date
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estimate.save!
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qbo = Qbo.first
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estimate = qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
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service.fetch_by_id(id)
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end
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return unless estimate
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e = find_or_create_by(id: id)
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e.doc_number = estimate.doc_number
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e.txn_date = estimate.txn_date
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e.save!
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end
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# process an estimate into the database
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@@ -62,9 +75,12 @@ class Estimate < ActiveRecord::Base
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# download the pdf from quickbooks
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def pdf
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base = Estimate.get_base
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estimate = base.fetch_by_id(id)
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return base.pdf(estimate)
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qbo = Qbo.first
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qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
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estimate = service.fetch_by_id(id)
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service.pdf(estimate)
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end
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end
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# Magic Method
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@@ -91,7 +107,11 @@ class Estimate < ActiveRecord::Base
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def pull
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begin
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raise Exception unless self.id
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@details = Qbo.get_base(:estimate).fetch_by_id(self.id)
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qbo = Qbo.first
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@details = qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
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service(:estimate).fetch_by_id(self.id)
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end
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rescue Exception => e
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@details = Quickbooks::Model::Estimate.new
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end
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@@ -1,6 +1,6 @@
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#The MIT License (MIT)
|
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#
|
||||
#Copyright (c) 2022 rick barrette
|
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#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:
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#
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@@ -15,11 +15,6 @@ class Invoice < ActiveRecord::Base
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validates_presence_of :doc_number, :id, :customer_id, :txn_date
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self.primary_key = :id
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# Get the quickbooks-ruby base for invoice
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def self.get_base
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Qbo.get_base(:invoice)
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end
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# sync ALL the invoices
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def self.sync
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logger.debug "Syncing all invoices"
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@@ -30,11 +25,13 @@ class Invoice < ActiveRecord::Base
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# TODO actually do something with the above query
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# .all() is never called since count is never initialized
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if count == 0
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invoices = get_base.all
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else
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invoices = get_base.query()
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qbo = Qbo.first
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invoices = qbo.perform_authenticated_request do |access_token|
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service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
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service.all
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end
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return unless invoices
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invoices.each { | invoice |
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process_invoice invoice
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@@ -44,8 +41,12 @@ class Invoice < ActiveRecord::Base
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#sync by invoice ID
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def self.sync_by_id(id)
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logger.debug "Syncing invoice #{id}"
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invoice = get_base.fetch_by_id(id)
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process_invoice invoice
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qbo = Qbo.first
|
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qbo.perform_authenticated_request do |access_token|
|
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service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
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invoice = service.fetch_by_id(id)
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process_invoice invoice
|
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end
|
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end
|
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|
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private
|
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@@ -155,7 +156,11 @@ class Invoice < ActiveRecord::Base
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# Push updates
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begin
|
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logger.debug "Trying to update invoice"
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get_base.update(invoice) if is_changed
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qbo = Qbo.first
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qbo.perform_authenticated_request do |access_token|
|
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service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
|
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service.update(invoice) if is_changed
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end
|
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rescue
|
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# Do nothing, probaly custome field sync confict on the invoice.
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# This is a problem with how it's billed
|
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@@ -187,7 +192,11 @@ class Invoice < ActiveRecord::Base
|
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def pull
|
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begin
|
||||
raise Exception unless self.id
|
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@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)
|
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service.fetch_by_id(self.id)
|
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end
|
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rescue Exception => e
|
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@details = Quickbooks::Model::Invoice.new
|
||||
end
|
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|
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@@ -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:
|
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#
|
||||
@@ -12,34 +12,6 @@ class Qbo < ActiveRecord::Base
|
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unloadable
|
||||
|
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include QuickbooksOauth
|
||||
|
||||
#
|
||||
# Get a quickbooks base service object for type
|
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# @params type of base
|
||||
#
|
||||
def self.get_base(type)
|
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qbo = self.first
|
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|
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qbo.perform_authenticated_request do |access_token|
|
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# build the reqiested service
|
||||
case type
|
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when :time_activity
|
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return Quickbooks::Service::TimeActivity.new(:company_id => qbo.realm_id, :access_token => access_token)
|
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when :customer
|
||||
return Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
|
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when :invoice
|
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return Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
|
||||
when :estimate
|
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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
|
||||
|
||||
@@ -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
|
||||
|
||||
@@ -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:
|
||||
#
|
||||
@@ -52,46 +52,49 @@ module IssuePatch
|
||||
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
|
||||
qbo = Qbo.first
|
||||
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.
|
||||
# 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|
|
||||
# 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
|
||||
|
||||
# Convert float spent time to hours and minutes
|
||||
hours = val.to_i
|
||||
minutesDecimal = (( val - hours) * 60)
|
||||
minutes = minutesDecimal.to_i
|
||||
# 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)
|
||||
# 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
|
||||
|
||||
Reference in New Issue
Block a user