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46 Commits

Author SHA1 Message Date
64a4526aa4 2026.2.13 2026-02-21 19:08:32 -05:00
3514401808 Add unique IDs to search forms for customers and estimates 2026-02-21 19:07:40 -05:00
3deafd8a6d Fixed search event_url 2026-02-21 11:35:15 -05:00
a54de28db5 Extending customers to Redmine's built in search 2026-02-21 11:20:20 -05:00
6434eea906 2026.2.12 2026-02-21 08:24:36 -05:00
9b656534ae Sanitize search, no little bobby tables 2026-02-21 08:23:58 -05:00
659a1fbcf0 2026.2.11 2026-02-20 19:11:31 -05:00
4dc1f5d0bd Enhance billing functionality in IssuePatch with detailed logging and self-references 2026-02-20 09:47:47 -05:00
02f34582f4 2026.2.10
Addressed the Bullet (the N+1 query detector) warning to include customers
2026-02-16 18:56:09 -05:00
2f9ef6304f scope.includes(:customer) 2026-02-16 18:53:29 -05:00
886d5f4ace 2026.2.9 2026-02-16 08:15:46 -05:00
1ade938eb3 Fixed Querying issues by customer name 2026-02-16 08:13:57 -05:00
3111f391f3 Filter by customer works now 2026-02-15 21:34:22 -05:00
d2b9113914 2026.2.8 2026-02-14 18:57:22 -05:00
447e048819 updated screensots 2026-02-14 09:32:40 -05:00
e7dfc3f2ad added sync estimates by id 2026-02-14 08:25:02 -05:00
139f5dd618 render partial on footer 2026-02-13 22:39:54 -05:00
9c11704d03 Added label_create_estimate 2026-02-13 20:45:59 -05:00
2ae53adf08 added needed trailing space 2026-02-13 20:37:42 -05:00
877c1b78a5 removed old comment 2026-02-13 18:38:42 -05:00
1d47703206 fixed indentiation 2026-02-13 18:37:12 -05:00
a069556ed9 Alphabetized: All keys are now in A-Z order for easier maintenance.
Branding: Changed "Quickbooks" to QuickBooks (capitalized B) to match official branding.

Grammar:

warn_ru_sure: Changed "You sure?" to "Are you sure?"

label_no_customers: Refined to "There are no customers matching the search term(s)."

label_billing_error: Added punctuation and clarified the phrasing.

Cleanup: Removed unnecessary spaces inside quotes (e.g., " Make" and "Matching ").
2026-02-13 18:33:48 -05:00
359c582e22 Fixed partial billing and added flash messages 2026-02-13 18:25:07 -05:00
e63b9e4217 use safe_join 2026-02-13 07:32:20 -05:00
6fd355d8cc 2026.2.7 2026-02-12 19:00:55 -05:00
e6b57392d1 Merge branch '422' 2026-02-12 18:59:32 -05:00
331c1eabeb seems to work without overiding the main issues _form 2026-02-11 19:59:41 -05:00
167385bb99 override issues form to add passing @project to issues hook 2026-02-11 19:31:01 -05:00
11b9876d4f Removed unused controller_issues_new_before_save that was used for finding the 422 error 2026-02-11 08:09:00 -05:00
9cf72821b0 2026.2.6 2026-02-11 08:05:28 -05:00
57adcce431 Refactor JavaScript path handling for issue form updates to help prevent 422 errors on new issue creation 2026-02-11 07:59:18 -05:00
7fdb15f7e8 more logging 2026-02-10 22:09:16 -05:00
6e11e05a24 2026.2.5 2026-02-09 21:54:01 -05:00
a6751d3f41 simplified appointment link javascript 2026-02-09 21:43:29 -05:00
8944e92ffc Use html data attributes 2026-02-09 20:52:27 -05:00
f0c0a42c96 2026.2.4 2026-02-09 20:04:47 -05:00
a4b51457bb moved controller_issues_new_before_save nito issues_hook_listener 2026-02-09 20:04:16 -05:00
fb4a883b43 Added logging 2026-02-09 14:31:56 -05:00
c24ec93335 force a tracker if still nil 2026-02-09 14:21:50 -05:00
df49964bf9 added tracker nil check 2026-02-09 14:19:31 -05:00
502ba94465 Readded missing controller_issues_new_before_save 2026-02-09 14:12:01 -05:00
ff038fe5ae removed method: :get from estimate link 2026-02-09 10:41:48 -05:00
3eed122598 fixed typo 2026-02-09 10:38:10 -05:00
d8d34540a9 use link_to, as button_to doesn't allow for openign links in a new tab 2026-02-09 10:35:12 -05:00
c01cc5ca97 2026.2.3 2026-02-09 09:36:50 -05:00
6a2f7a1146 initialize string link 2026-02-09 09:21:42 -05:00
25 changed files with 298 additions and 166 deletions

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View File

@@ -30,8 +30,6 @@ class CustomersController < ApplicationController
before_action :view_customer, except: [:new, :view] before_action :view_customer, except: [:new, :view]
skip_before_action :verify_authenticity_token, :check_if_login_required, only: [:view] skip_before_action :verify_authenticity_token, :check_if_login_required, only: [:view]
default_search_scope :names
autocomplete :customer, :name, full: true, extra_data: [:id] autocomplete :customer, :name, full: true, extra_data: [:id]
def allowed_params def allowed_params

View File

@@ -15,18 +15,31 @@ class EstimateController < ApplicationController
skip_before_action :verify_authenticity_token, :check_if_login_required, unless: proc {|c| session[:token].nil? } skip_before_action :verify_authenticity_token, :check_if_login_required, unless: proc {|c| session[:token].nil? }
def get_estimate def get_estimate
e = Estimate.find_by_doc_number(params[:search]) if params[:search]
e = Estimate.find_by_id(params[:id]) if params[:id]
# Force sync for estimate by doc number if not found # Force sync for estimate by doc number if not found
if Estimate.find_by_doc_number(params[:search]).nil? if e.nil? && params[:search]
begin begin
Estimate.sync_by_doc_number(params[:search]) if params[:search] Estimate.sync_by_doc_number(params[:search])
e = Estimate.find_by_doc_number(params[:search])
rescue rescue
logger.info "Estimate.find_by_doc_number failed" logger.info "Estimate.find_by_doc_number failed"
end end
end end
estimate = Estimate.find_by_id(params[:id]) if params[:id] # Force sync for estimate by id if not found
estimate = Estimate.find_by_doc_number(params[:search]) if params[:search] if e.nil? && params[:id]
return estimate begin
Estimate.sync_by_id(params[:id])
e = Estimate.find_by_id(params[:id])
rescue
logger.info "Estimate.find_by_id failed"
end
end
return e
end end
# #

View File

@@ -64,10 +64,15 @@ class QboController < ApplicationController
def bill def bill
i = Issue.find_by_id params[:id] i = Issue.find_by_id params[:id]
if i.customer if i.customer
i.bill_time billed = i.bill_time
redirect_to i, flash: { notice: I18n.t(:label_billed_success) + i.customer.name }
if i.bill_time
redirect_to i, flash: { notice: I18n.t( :label_billed_success ) + i.customer.name }
else
redirect_to i, flash: { error: I18n.t(:label_billing_error) }
end
else else
redirect_to i, flash: { error: I18n.t(:label_billing_error) } redirect_to i, flash: { error: I18n.t(:label_billing_error_no_customer) }
end end
end end

View File

@@ -18,11 +18,6 @@ class Customer < ActiveRecord::Base
self.primary_key = :id self.primary_key = :id
# returns a human readable string
def to_s
return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
end
# Convenience Method # Convenience Method
# returns the customer's email # returns the customer's email
def email def email
@@ -41,6 +36,27 @@ class Customer < ActiveRecord::Base
@details.email_address = s @details.email_address = s
end end
# Redmine Search Event Interface
def event_type
:customer
end
def event_title
to_s
end
def event_description
"#{I18n.t :label_primary_phone}: #{primary_phone} #{I18n.t:label_mobile_phone}: #{mobile_phone}"
end
def event_url
Rails.application.routes.url_helpers.customer_path(self)
end
def event_datetime
updated_at || created_at
end
# Convenience Method # Convenience Method
# returns the customer's primary phone # returns the customer's primary phone
def primary_phone def primary_phone
@@ -62,7 +78,12 @@ class Customer < ActiveRecord::Base
#update our locally stored number too #update our locally stored number too
update_phone_number update_phone_number
end end
# Customers are not bound by a project.
def project
nil
end
# Convenience Method # Convenience Method
# returns the customer's mobile phone # returns the customer's mobile phone
def mobile_phone def mobile_phone
@@ -169,9 +190,45 @@ class Customer < ActiveRecord::Base
# Searchs the database for a customer by name or phone number with out special chars # Searchs the database for a customer by name or phone number with out special chars
def self.search(search) def self.search(search)
search = sanitize_sql_like(search)
customers = where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%") customers = where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
return customers.order(:name) return customers.order(:name)
end end
def self.searchable_columns
['name', 'phone_number', 'mobile_phone_number']
end
def self.searchable_options
{
columns: searchable_columns,
scope: self.all
}
end
def self.search_results_from_ids(ids, *args)
return [] if ids.blank?
ids = ids.map(&:to_i)
records = where(id: ids).index_by(&:id)
ids.map { |id| records[id] }.compact
end
def self.search_result_ranks_and_ids(tokens, user, project = nil, options = {})
return {} if tokens.blank?
scope = self.all
tokens.each do |token|
q = "%#{sanitize_sql_like(token)}%"
scope = where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{q}%", "%#{q}%", "%#{q}%")
end
ids = scope.distinct.limit(options[:limit] || 100).pluck(:id)
# Assign simple uniform ranking
ids.each_with_object({}) { |id, h| h[id] = id }
end
# proforms a bruteforce sync operation # proforms a bruteforce sync operation
# This needs to be simplified # This needs to be simplified
@@ -200,25 +257,11 @@ class Customer < ActiveRecord::Base
end end
end end
# Push the updates # returns a human readable string
def save_with_push def to_s
begin return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
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
errors.add(e.message)
end
save_without_push
end end
alias_method :save_without_push, :save
alias_method :save, :save_with_push
private private
# pull the details # pull the details
@@ -234,5 +277,24 @@ class Customer < ActiveRecord::Base
@details = Quickbooks::Model::Customer.new @details = Quickbooks::Model::Customer.new
end end
end end
# Push the updates
def save_with_push
begin
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
errors.add(e.message)
end
save_without_push
end
alias_method :save_without_push, :save
alias_method :save, :save_with_push
end end

View File

@@ -3,7 +3,7 @@
<br/> <br/>
<br/> <br/>
<%= button_to t(:label_create_estimate), "https://qbo.intuit.com/app/estimate?nameId=#{@customer.id}", target: :_blank, method: :get %> <%= link_to t(:label_create_estimate), "https://qbo.intuit.com/app/estimate?nameId=#{@customer.id}", target: :_blank %>
<br/> <br/>
<br/> <br/>

View File

@@ -1,4 +1,4 @@
<%= form_tag(customers_path, method: "get", id: "search-form") do %> <%= form_tag(customers_path, method: "get", id: "customer-search-form") do %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), autocomplete: "off" %> <%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), autocomplete: "off" %>
<%= submit_tag t(:label_search) %> <%= submit_tag t(:label_search) %>
<% end %> <% end %>

View File

@@ -2,7 +2,7 @@
<% estimates.sort.reverse.each do |estimate| %> <% estimates.sort.reverse.each do |estimate| %>
<div class="row"> <div class="row">
<%= check_box_tag "estimate_ids[]", estimate.id, false, onchange: "updateLink()", class: "estimate-checkbox" %> <%= check_box_tag "estimate_ids[]", estimate.id, false, onchange: "updateLink()", data: { url: estimate_path(estimate), text: "Estimate ##{estimate.to_s}" }, class: "estimate-checkbox appointment" %>
<b><%= link_to "##{estimate.doc_number}", estimate_path(estimate), target: :_blank %></b> <%= estimate.txn_date %> <b><%= link_to "##{estimate.doc_number}", estimate_path(estimate), target: :_blank %></b> <%= estimate.txn_date %>
</div> </div>
<% end %> <% end %>

View File

@@ -1,4 +1,4 @@
<%= form_tag(estimate_doc_path, method: "get") do %> <%= form_tag(estimate_doc_path, method: "get", id: "estimate-search-form") do %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_estimates), autocomplete: "off" %> <%= text_field_tag :search, params[:search], placeholder: t(:label_search_estimates), autocomplete: "off" %>
<%= submit_tag t(:label_search), formtarget: "_blank" %> <%= submit_tag t(:label_search), formtarget: "_blank" %>
<% end %> <% end %>

View File

@@ -12,7 +12,7 @@
<% invoices.sort.reverse.each do |invoice| %> <% invoices.sort.reverse.each do |invoice| %>
<div class="row"> <div class="row">
<%= check_box_tag "invoice_ids[]", invoice.id, false, onchange: "updateLink()", class: "invoice-checkbox" if invoices.count > 1 %> <%= check_box_tag "invoice_ids[]", invoice.id, false, onchange: "updateLink()", data: { url: invoice_path(invoice), text: "Invoice ##{invoice.to_s}" }, class: "invoice-checkbox appointment" if invoices.count > 1 %>
<b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %> <b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
</div> </div>
<% end %> <% end %>

View File

@@ -1,3 +1,3 @@
"<div id='footer' align='center'> <div id='footer' align='center'>
<b><%=I18n.translate(:label_last_sync)%>: </b> <%=Qbo.last_sync if Qbo.exists?%> <%= render partial: 'qbo/last_sync' %>
</div>" </div>

View File

@@ -1,31 +1,20 @@
function updateLink() { function updateLink() {
console.log("updateLink called");
const linkElement = document.getElementById("appointment_link"); const linkElement = document.getElementById("appointment_link");
const regex = /((?:<br\/>|%3Cbr\/?%3E))([\s\S]*?)(&dates)/gi; const regex = /((?:<br\/>|%3Cbr\/?%3E))([\s\S]*?)(&dates)/gi;
linkElement.href = linkElement.href.replace(regex, `$1${getSelectedDocs()}$3`); linkElement.href = linkElement.href.replace(regex, `$1${getSelectedDocs()}$3`);
} }
function getSelectedDocs() { function getSelectedDocs() {
const invoices = document.querySelectorAll('.invoice-checkbox'); const appointent_extras = document.querySelectorAll('.appointment');
const estimates = document.querySelectorAll('.estimate-checkbox');
const invoiceIds = Array.from(invoices)
.filter(checkbox => checkbox.checked)
.map(checkbox => checkbox.value);
const estimateIds = Array.from(estimates)
.filter(checkbox => checkbox.checked)
.map(checkbox => checkbox.value);
let output = ''; let output = '';
for (const item of appointent_extras) {
for (const value of invoiceIds) { if (item.checked) {
output += `%0A<a href="${window.location.origin}/invoices/${value}">Invoice:%20${value}</a>%0A`; console.log(`Checked item: ${item.dataset.text} with URL: ${item.dataset.url}`);
} output += `%0A`+ encodeURIComponent(`<a href="${window.location.origin}${item.dataset.url}">${item.dataset.text}</a>`) +`%0A`;
}
for (const value of estimateIds) {
output += `%0A<a href="${window.location.origin}/estimates/${value}">Estimate:%20${value}</a>%0A`;
} }
// You can return the array or use it as needed
return output; return output;
} }

View File

@@ -11,93 +11,95 @@
# English strings go here for Rails i18n # English strings go here for Rails i18n
# Usage I18n.t(:label) # Usage I18n.t(:label)
en: en:
field_customer: "Customer" button_bulk_pdf: "Bulk PDF"
field_employee: "Employee" customer_details: "Customer Details"
field_invoice: "Invoice"
field_estimate: "Estimate"
field_notes: "Notes"
field_billed: "Billed" field_billed: "Billed"
label_week: "Week" field_customer: "Customer"
label_search_estimates: "Search Estimates" field_customers: "Customers"
label_search: "Search" field_employee: "Employee"
label_estimates: "Estimates" field_estimate: "Estimate"
warn_ru_sure: "You sure?" field_invoice: "Invoice"
label_delete: "Delete" field_notes: "Notes"
label_edit: "Edit"
label_year: "Year"
label_make: " Make"
label_model: "Model"
label_no_customers: "There are no customers containing the term(s)"
label_matching: "Matching "
label_open_issues: "Open Issues"
label_closed_issues: "Closed Issues"
label_sync: "Sync"
label_new_customer: "New Customer"
label_search_customers: "Search Customers"
label_customers: "Customers"
label_edit_customer: "Edit Customer"
label_email: "Email"
label_primary_phone: "Primary Phone"
label_mobile_phone: "Mobile Phone"
label_billing_address: "Billing Address"
label_shipping_address: "Shipping Address"
label_account_balance: "Account Balance" label_account_balance: "Account Balance"
label_balance_with_jobs: "Balance With Jobs" label_actions: "Actions"
label_display_name: "Display Name"
label_details: "Details"
label_customer_link_expires: "This customer link expires in"
label_amount: "Amount" label_amount: "Amount"
label_deposit_into: "Deposit to Account" label_appointment: "Add Appointment"
label_last_sync: "Last Sync" label_balance_with_jobs: "Balance With Jobs"
label_redmine_qbo: "Redmine Quickbooks" label_bill_time: "Bill Time"
label_customer_count: "Customer Count" label_billing_address: "Billing Address"
label_invoice_count: "Invoice Count" label_billing_error: "Customer could not be billed. Check for Customer or Assignee and try again."
label_estimate_count: "Estimate Count" label_billing_error_no_customer: "Cannot bill without an assigned customer."
label_employee_count: "Employee Count" label_billed_success: "Successfully billed "
label_client_id: "Intuit QBO OAuth2 Client ID" label_client_id: "Intuit QBO OAuth2 Client ID"
label_client_secret: "Intuit QBO OAuth2 Client Secret" label_client_secret: "Intuit QBO OAuth2 Client Secret"
label_webhook_token: "Intuit QBO Webhook Token" label_closed_issues: "Closed Issues"
label_oauth_expires: "OAuth2 Access Token Expires At" label_connected: "Successfully connected to QuickBooks"
label_oauth_note: "Note: You need to authenticate with Quickbooks after saving your key and secret above" label_create_estimate: "Create Estimate"
field_customers: "Customers" label_customer_count: "Customer Count"
label_customer_link_expires: "This customer link expires in"
label_customers: "Customers"
label_delete: "Delete"
label_deposit_into: "Deposit to Account"
label_details: "Details"
label_display_name: "Display Name"
label_door: "Door"
label_edit: "Edit"
label_edit_customer: "Edit Customer"
label_email: "Email"
label_employee_count: "Employee Count"
label_error: "Error"
label_estimate_404: "Estimate not found"
label_estimate_count: "Estimate Count"
label_estimates: "Estimates"
label_hours: "Hours"
label_invoice_404: "Invoice not found"
label_invoice_count: "Invoice Count"
label_invoices: "Invoices"
label_last_sync: "Last Sync"
label_load_customer: "Load Customer"
label_make: "Make"
label_matching: "Matching"
label_mobile_phone: "Mobile Phone"
label_model: "Model"
label_name: "Name"
label_new_customer: "New Customer"
label_no_customers: "There are no customers matching the search term(s)."
label_no_estimates: "No Estimates" label_no_estimates: "No Estimates"
label_no_invoices: "No Invoices" label_no_invoices: "No Invoices"
label_invoices: "Invoices"
label_load_customer: "Load Customer"
label_door: "Door"
label_trim: "Trim"
label_bill_time: "Bill Time"
label_share: "Share"
label_sync_now: "Sync Now"
label_invoice_404: "Invoice not found"
label_estimate_404: "Estimate not found"
label_connected: "Successfully connected to Quickbooks"
label_error: "Error"
label_billed_success: "Successfully Billed "
label_billing_error: "Cannot bill without a customer assigned"
label_qbo_sync_success: "Successfully synced to Quickbooks"
label_hours: "Hours"
label_oauth2_refresh_token_expires_at: "Refresh Token Expires At" label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
label_name: "Name" label_oauth_expires: "OAuth2 Access Token Expires At"
label_appointment: "Add Appointment" label_oauth_note: "Note: You need to authenticate with QuickBooks after saving your key and secret above."
label_actions: "Actions" label_open_issues: "Open Issues"
label_create_estimate: "Create Estimate" label_primary_phone: "Primary Phone"
label_syncing: "Syncing Quickbooks" label_qbo_sync_success: "Successfully synced to QuickBooks"
label_redmine_qbo: "Redmine QuickBooks"
label_sandbox: "Sandbox" label_sandbox: "Sandbox"
button_bulk_pdf: "Bulk PDF" label_search: "Search"
label_search_customers: "Search Customers"
label_search_estimates: "Search Estimates"
label_select_all: "Select All" label_select_all: "Select All"
notice_customer_created: "Customer created in Quickbooks" label_share: "Share"
notice_customer_updated: "Customer updated in Quickbooks" label_shipping_address: "Shipping Address"
notice_customer_not_found: "Customer not found in Quickbooks" label_sync: "Sync"
notice_customer_not_deleted: "Customer could not be deleted in Quickbooks" label_sync_now: "Sync Now"
notice_customer_deleted: "Customer deleted in Quickbooks" label_syncing: "Syncing QuickBooks"
notice_estimate_created: "Estimate created in Quickbooks" label_trim: "Trim"
notice_estimate_updated: "Estimate updated in Quickbooks" label_webhook_token: "Intuit QBO Webhook Token"
label_week: "Week"
label_year: "Year"
notice_customer_created: "Customer created in QuickBooks"
notice_customer_deleted: "Customer deleted in QuickBooks"
notice_customer_not_deleted: "Customer could not be deleted in QuickBooks"
notice_customer_not_found: "Customer not found in QuickBooks"
notice_customer_updated: "Customer updated in QuickBooks"
notice_error_project_nil: "The issue's project is nil. Set project to:"
notice_error_tracker_nil: "The issue's tracker is nil. Set tracker to:"
notice_estimate_created: "Estimate created in QuickBooks"
notice_estimate_not_found: "Estimate not found" notice_estimate_not_found: "Estimate not found"
notice_invoice_created: "Invoice created in Quickbooks" notice_estimate_updated: "Estimate updated in QuickBooks"
notice_invoice_updated: "Invoice updated in Quickbooks" notice_forbidden: "You do not have permission to access this resource."
notice_invoice_created: "Invoice created in QuickBooks"
notice_invoice_not_found: "Invoice not found" notice_invoice_not_found: "Invoice not found"
notice_forbidden: "You do not have permission to access this resource" notice_invoice_updated: "Invoice updated in QuickBooks"
notice_issue_not_found: "Issue not found" notice_issue_not_found: "Issue not found"
customer_details: "Customer Details" warn_ru_sure: "Are you sure?"
notice_error_project_nil: "The issue's project is nil, set project to: "

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@@ -0,0 +1,15 @@
#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 AddCustomersTimestamp < ActiveRecord::Migration[5.1]
def change
add_timestamps(:customers, null: true)
end
end

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@@ -14,7 +14,7 @@ Redmine::Plugin.register :redmine_qbo do
name 'Redmine QBO plugin' name 'Redmine QBO plugin'
author 'Rick Barrette' author 'Rick Barrette'
description 'A pluging for Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed' description 'A pluging for Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed'
version '2026.2.2' version '2026.2.13'
url 'https://github.com/rickbarrette/redmine_qbo' url 'https://github.com/rickbarrette/redmine_qbo'
author_url 'https://barrettefabrication.com' author_url 'https://barrettefabrication.com'
settings default: {empty: true}, partial: 'qbo/settings' settings default: {empty: true}, partial: 'qbo/settings'
@@ -37,6 +37,10 @@ Redmine::Plugin.register :redmine_qbo do
# Register top menu items # Register top menu items
menu :top_menu, :customers, { controller: :customers, action: :index }, caption: :label_customers, if: Proc.new {User.current.logged?} menu :top_menu, :customers, { controller: :customers, action: :index }, caption: :label_customers, if: Proc.new {User.current.logged?}
Redmine::Search.map do |search|
search.register :customers
end
end end
# Dynamically load all Hooks & Patches recursively # Dynamically load all Hooks & Patches recursively

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@@ -14,23 +14,15 @@ module RedmineQbo
include IssuesHelper include IssuesHelper
# Check the new issue form for a valid project.
# This is added to help prevent 422 unprocessable entity errors when creating an issue
# See https://github.com/redmine/redmine/blob/84483d63828d0cb2efbf5bd786a2f0d22e34c93d/app/controllers/issues_controller.rb#L179
def controller_issues_new_before_save(context={})
if context[:issue].project.nil?
context[:issue].project = projects_for_select(context[:issue]).first
context[:controller].flash[:error] = I18n.t(:notice_error_project_nil) + context[:issue].project.to_s
end
return context
end
# Edit Issue Form # Edit Issue Form
# Here we build the required form components before passing them to a partial view formatting. # Here we build the required form components before passing them to a partial view formatting.
def view_issues_form_details_bottom(context={}) def view_issues_form_details_bottom(context={})
Rails.logger.debug "RedmineQbo::Hooks::IssuesHookListener.view_issues_form_details_bottom: Building form components for quickbooks customer, estimate, and invoice data"
f = context[:form] f = context[:form]
issue = context[:issue] issue = context[:issue]
project = context[:project]
Rails.logger.debug issue.inspect
Rails.logger.debug project.inspect
# Customer Name Text Box with database backed autocomplete # Customer Name Text Box with database backed autocomplete
# onchange event will update the hidden customer_id field # onchange event will update the hidden customer_id field
@@ -42,11 +34,23 @@ module RedmineQbo
value: '#issue_customer' value: '#issue_customer'
} }
# We need to handle 3 cases for the onchange event of the customer name field:
# 1. New issue Withough project: /issues/new.js
# 2. New issue With project: /projects/rmt/issues/new.js
# 3. Existing issue: /issues/<ID>/edit.js
# The built in helper update_issue_form_path requires a project object to determine the correct path for new vs existing issues,
# but it doesn't work for issue.project when creating new issues not in a project i.e. http://redmine.domain.com/issues/new .
# So we need to figure out how to get a the @project from the controller calling the hook.
#
# If this is not handled correctly, it leads to a 422 error when creating a new issue and selecting a customer.
js_path = "updateIssueFrom('#{escape_javascript update_issue_form_path(project, issue)}', this)"
Rails.logger.debug js_path
# This hidden field is used for the customer ID for the issue # This hidden field is used for the customer ID for the issue
# the onchange event will reload the issue form via ajax to update the available estimates # the onchange event will reload the issue form via ajax to update the available estimates
customer_id = f.hidden_field :customer_id, customer_id = f.hidden_field :customer_id,
id: "issue_customer_id", id: "issue_customer_id",
onchange: "updateIssueFrom('#{escape_javascript update_issue_form_path(issue.project, issue)}', this)".html_safe onchange: js_path.html_safe
# Generate the drop down list of quickbooks estimates owned by the selected customer # Generate the drop down list of quickbooks estimates owned by the selected customer
select_estimate = f.select :estimate_id, select_estimate = f.select :estimate_id,

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@@ -15,10 +15,11 @@ module RedmineQbo
# Load the javascript to support the autocomplete forms # Load the javascript to support the autocomplete forms
def view_layouts_base_html_head(context = {}) def view_layouts_base_html_head(context = {})
js = javascript_include_tag 'application.js', plugin: :redmine_qbo safe_join([
js += javascript_include_tag 'autocomplete-rails.js', plugin: :redmine_qbo javascript_include_tag( 'application.js', plugin: :redmine_qbo),
js += javascript_include_tag 'checkbox_controller.js', plugin: :redmine_qbo javascript_include_tag( 'autocomplete-rails.js', plugin: :redmine_qbo),
return js javascript_include_tag( 'checkbox_controller.js', plugin: :redmine_qbo)
])
end end
render_on :view_layouts_base_sidebar, partial: "qbo/sidebar" render_on :view_layouts_base_sidebar, partial: "qbo/sidebar"

View File

@@ -25,7 +25,7 @@ module RedmineQbo
# Same as typing in the class # Same as typing in the class
base.class_eval do base.class_eval do
belongs_to :customer, primary_key: :id belongs_to :customer, class_name: 'Customer', foreign_key: :customer_id, optional: true
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
@@ -43,15 +43,18 @@ module RedmineQbo
# Create billable time entries # Create billable time entries
def bill_time def bill_time
logger.debug "QBO: Billing time for issue ##{id}" logger.debug "QBO: Billing time for issue ##{self.id}"
return unless status.is_closed? logger.debug "Issue is closed? #{self.closed?}"
return if assigned_to.nil?
return unless Qbo.first return false if self.assigned_to.nil?
return unless customer return false unless Qbo.first
return false unless self.customer
Thread.new do Thread.new do
spent_time = time_entries.where(billed: [false, nil]) spent_time = self.time_entries.where(billed: [false, nil])
spent_hours ||= spent_time.sum(:hours) || 0 spent_hours ||= spent_time.sum(:hours) || 0
logger.debug "Issue has spent hours: #{spent_hours}"
if spent_hours > 0 then if spent_hours > 0 then
@@ -74,20 +77,23 @@ module RedmineQbo
# Now letes upload our totals for each activity as their own billable time entry # Now letes upload our totals for each activity as their own billable time entry
h.each do |key, val| h.each do |key, val|
logger.debug "Processing activity '#{key}' with #{val.to_i} hours for issue ##{self.id}"
# Convert float spent time to hours and minutes # Convert float spent time to hours and minutes
hours = val.to_i hours = val.to_i
minutesDecimal = (( val - hours) * 60) minutesDecimal = (( val - hours) * 60)
minutes = minutesDecimal.to_i minutes = minutesDecimal.to_i
logger.debug "Converted #{val.to_i} hours to #{hours} hours and #{minutes} minutes"
# Lets match the activity to an qbo item # Lets match the activity to an qbo item
item = item_service.query("SELECT * FROM Item WHERE Name = '#{key}' ").first item = item_service.query("SELECT * FROM Item WHERE Name = '#{key}' ").first
next if item.nil? next if item.nil?
# Create the new billable time entry and upload it # Create the new billable time entry and upload it
time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}" time_entry.description = "#{self.tracker} ##{self.id}: #{self.subject} #{"(Partial @ #{self.done_ratio}%)" unless self.closed?}"
time_entry.employee_id = assigned_to.employee_id time_entry.employee_id = self.assigned_to.employee_id
time_entry.customer_id = customer_id time_entry.customer_id = self.customer_id
time_entry.billable_status = "Billable" time_entry.billable_status = "Billable"
time_entry.hours = hours time_entry.hours = hours
time_entry.minutes = minutes time_entry.minutes = minutes
@@ -102,6 +108,7 @@ module RedmineQbo
end end
end end
end end
return true
end end
end end

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@@ -15,6 +15,7 @@ module RedmineQbo
module Helper module Helper
def watcher_link(issue, user) def watcher_link(issue, user)
link = ''
link = link_to(I18n.t(:label_bill_time), bill_path( issue.id ), method: :get, class: 'icon icon-email-add') if user.admin? link = link_to(I18n.t(:label_bill_time), bill_path( issue.id ), method: :get, class: 'icon icon-email-add') if user.admin?
link << link_to(I18n.t(:label_share), share_path( issue.id ), method: :get, target: :_blank, class: 'icon icon-shared') if user.logged? link << link_to(I18n.t(:label_share), share_path( issue.id ), method: :get, target: :_blank, class: 'icon icon-shared') if user.logged?
link.html_safe + super link.html_safe + super

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@@ -13,6 +13,20 @@ require_dependency 'issue_query'
module RedmineQbo module RedmineQbo
module Patches module Patches
module QueryPatch module QueryPatch
def base_scope
scope = super
if filters['customer_name'].present?
scope = scope.left_outer_joins(:customer)
end
if has_column?(:customer) || filters['customer_name'].present?
scope = scope.includes(:customer)
end
scope
end
# Add qbo options to the aviable columns # Add qbo options to the aviable columns
def available_columns def available_columns
@@ -26,10 +40,27 @@ module RedmineQbo
# Add customers to filters # Add customers to filters
def initialize_available_filters def initialize_available_filters
#add_available_filter "customer", type: :text #add_available_filter "customer_id", type: :list, name: l(:field_customer), :values => lambda {Customer.pluck(:name, :id).map {|name, id| [name, id.to_s]}}
add_available_filter( 'customer_name', type: :text, name: l(:field_customer))
super super
end end
def sql_for_customer_name_field(field, operator, value)
pattern = "%#{value.first}%"
sql = case operator
when '~'
"#{Customer.table_name}.name LIKE ?"
when '!~'
"#{Customer.table_name}.name NOT LIKE ?"
else
return nil
end
Issue.joins(:customer).sanitize_sql_for_conditions([sql, pattern])
end
end end
# Add module to Issue # Add module to Issue