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14 changed files with 39 additions and 138 deletions

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@@ -35,6 +35,7 @@ The goal of this project is to allow Redmine to connect with QuickBooks Online t
* **Invoices:** Automatically attached to an Issue if a line item contains a hashtag number (e.g., `#123`).
* **Custom Fields:** Invoice Custom Fields are matched to Issue Custom Fields and are automatically updated in QuickBooks. (Useful for extracting Mileage In/Out from the Issue to update the Invoice).
* **Sync:** Customers are automatically updated in the local database.
* **Plugin View Hooks** Allows intergration of other features supported by capainion plugins, for example [redmine_qbo_vehicles](https://github.com/rickbarrette/redmine_qbo_vehicles) adds customer vehicle interation
## Prerequisites
@@ -90,11 +91,11 @@ To enable automatic Time Activity entries for an Issue, you simply need to assig
**Note:** After the initial synchronization, this plugin will receive push notifications via Intuit's webhook service.
## TODO
* Add hooks to intergrate other plugins, i.e. customer vehicles for example
* MORE Stuff as I make it up...
## Comainion Plugin Hooks
* :pdf_left, { issue: issue }
* :pdf_right, { issue: issue }
* :process_invoice_custom_fields, { issue: issue, invoice: invoice }
* :show_customer_view_right, {customer: @customer}
## License

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@@ -23,7 +23,6 @@ class Employee < ActiveRecord::Base
return unless employees
transaction do
# Update the item table
employees.each { |e|
logger.info "Processing employee #{e.id}"
employee = find_or_create_by(id: e.id)

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@@ -56,7 +56,6 @@ class Estimate < ActiveRecord::Base
# update an estimate
def self.update(id)
# Update the item table
qbo = Qbo.first
estimate = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)

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@@ -112,15 +112,15 @@ class Invoice < ActiveRecord::Base
logger.debug "Calling :process_invoice_custom_fields hook"
context = Redmine::Hook.call_hook :process_invoice_custom_fields, { issue: issue, invoice: invoice }
unless context.nil?
logger.debug "We have a context!"
context= context.first
issue = context[:issue]
invoice = context[:invoice]
is_changed = context[:is_changed]
# Process updates from the hooks
context.each do |c|
unless c.nil?
logger.debug "Invoice.compare_custom_fields: We have a responce from a hook"
push_updates c[:invoice] if c[:is_changed]
end
end
# Custom Values
# Process Issue Custom Values
begin
value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
@@ -137,13 +137,17 @@ class Invoice < ActiveRecord::Base
# Nothing to do here, there is no match
end
# Push updates
push_updates invoice if is_changed
end
# pushes invoice updates
def self.push_updates(invoice)
begin
logger.info "Trying to update invoice"
logger.info "Invoice.push_updates"
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
service.update invoice
end
rescue
# Do nothing, probaly custome field sync confict on the invoice.

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@@ -21,9 +21,9 @@
<%= issue_fields_rows do |rows|
rows.left l(:field_status), @issue.status.name, :class => 'status'
rows.left l(:field_priority), @issue.priority.name, :class => 'priority'
unless @issue.disabled_core_fields.include?('assigned_to_id')
rows.left l(:field_assigned_to), avatar(@issue.assigned_to, :size => "14").to_s.html_safe + (@issue.assigned_to ? @issue.assigned_to : "-"), :class => 'assigned-to'
end
# unless @issue.disabled_core_fields.include?('assigned_to_id')
# rows.left l(:field_assigned_to), avatar(@issue.assigned_to, :size => "14").to_s.html_safe + (@issue.assigned_to ? @issue.assigned_to : "-"), :class => 'assigned-to'
# end
unless @issue.disabled_core_fields.include?('category_id') || (@issue.category.nil? && @issue.project.issue_categories.none?)
rows.left l(:field_category), (@issue.category ? @issue.category.name : "-"), :class => 'category'
end

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@@ -2,7 +2,6 @@
<label for="issue_customer"><%= t(:customer) %></label>
<%= search_customer %>
<%= customer_id %>
<%= link_to t(:label_load_customer), '#', onclick: "#{js_link}; return false;" %>
</p>
<p>

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@@ -12,7 +12,6 @@
# Usage I18n.t(:label)
en:
field_customer: "Customer"
field_item: "Item"
field_employee: "Employee"
field_invoice: "Invoice"
field_estimate: "Estimate"
@@ -54,7 +53,6 @@ en:
label_customer_count: "Customer Count"
label_invoice_count: "Invoice Count"
label_estimate_count: "Estimate Count"
label_item_count: "Item Count"
label_employee_count: "Employee Count"
label_client_id: "Intuit QBO OAuth2 Client ID"
label_client_secret: "Intuit QBO OAuth2 Client Secret"

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@@ -1,15 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2016 - 2026 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 UpdateProjects < ActiveRecord::Migration[5.1]
def change
add_reference :projects, :customer, index: true
end
end

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@@ -11,10 +11,10 @@
Redmine::Plugin.register :redmine_qbo do
# About
name 'Redmine QBO DEVELOPMENT plugin'
name 'Redmine QBO 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 '2026.1.1'
version '2026.1.4'
url 'https://github.com/rickbarrette/redmine_qbo'
author_url 'https://barrettefabrication.com'
settings :default => {'empty' => true}, :partial => 'qbo/settings'
@@ -22,12 +22,10 @@ Redmine::Plugin.register :redmine_qbo do
# Add safe attributes for core models
Issue.safe_attributes 'customer_id'
Issue.safe_attributes 'item_id'
Issue.safe_attributes 'estimate_id'
Issue.safe_attributes 'invoice_id'
User.safe_attributes 'employee_id'
TimeEntry.safe_attributes 'billed'
Project.safe_attributes 'customer_id'
# set per_page globally
WillPaginate.per_page = 20

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@@ -20,12 +20,6 @@ module Hooks
f = context[:form]
issue = context[:issue]
# check project level customer ownership first
# This is done to preload customer information if the entire project is dedicated to a customer
if context[:project]
selected_customer = context[:project].customer ? context[:project].customer.id : nil
end
# Check to see if the issue already belongs to a customer
selected_customer = issue.customer ? issue.customer.id : nil
selected_estimate = issue.estimate ? issue.estimate.id : nil
@@ -67,8 +61,7 @@ module Hooks
locals: {
search_customer: search_customer,
customer_id: customer_id,
js_link: js_link,
select_estimate: select_estimate,
select_estimate: select_estimate
}
}
)

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@@ -1,31 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2016 - 2026 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.
module Hooks
class ProjectsFormHookListener < Redmine::Hook::ViewListener
# Edit Project Form
def view_projects_form(context={})
f = context[:form]
# Check to see if there is a quickbooks user attached to the issue
selected_customer = context[:project].customer ? context[:project].customer : nil
# Load customer information
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'}
customer_id = f.hidden_field :customer_id, :id => "project_customer_id"
return "<p><label for=\"project_customer\">Customer</label>#{search_customer} #{customer_id}</p>"
end
end
end

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@@ -59,8 +59,12 @@ module Patches
#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 }
left << context.first unless context.nil?
left_hook_output = Redmine::Hook.call_hook :pdf_left, { issue: issue }
unless left_hook_output.nil?
left_hook_output.each do |l|
left.concat l unless l.nil?
end
end
right = []
right << [l(:field_start_date), format_date(issue.start_date)] unless issue.disabled_core_fields.include?('start_date')
@@ -70,8 +74,12 @@ module Patches
right << [l(:label_spent_time), l_hours(issue.total_spent_hours)] if User.current.allowed_to?(:view_time_entries, issue.project)
logger.debug "Calling :pdf_right hook"
context = Redmine::Hook.call_hook :pdf_right, { array: right, issue: issue }
right << context.first unless context.nil?
right_hook_output = Redmine::Hook.call_hook :pdf_right, { issue: issue }
unless right_hook_output.nil?
right_hook_output.each do |r|
right.concat r unless r.nil?
end
end
rows = left.size > right.size ? left.size : right.size
while left.size < rows

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@@ -1,43 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2016 - 2026 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.
require_dependency 'project'
module Patches
# Patches Redmine's Projects dynamically.
# Adds a relationships
module ProjectPatch
def self.included(base) # :nodoc:
base.extend(ClassMethods)
base.send(:include, InstanceMethods)
# Same as typing in the class
base.class_eval do
belongs_to :customer, primary_key: :id
end
end
end
module ClassMethods
end
module InstanceMethods
end
# Add module to Project
Project.send(:include, ProjectPatch)
end

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@@ -1,9 +0,0 @@
require File.expand_path('../../test_helper', __FILE__)
class QboItemTest < ActiveSupport::TestCase
# Replace this with your real tests.
def test_truth
assert true
end
end