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7 Commits
Author SHA1 Message Date
ricky b3c3006b56 Added transaltion for Estimate 2026-08-06 16:22:12 -04:00
ricky 576ca5a0a9 Added transation for customer 2026-08-06 16:03:31 -04:00
ricky d18a0c180a added name function to estimate 2026-08-06 07:55:51 -04:00
ricky baca0ed6c7 updated readme 2026-07-02 22:48:25 -04:00
ricky 6bf84dd61a Added payment link 2026-07-01 14:06:02 -04:00
ricky 61b02831e3 removed comment 2026-03-28 06:40:59 -04:00
ricky 7c79f2388a removed Custom Field Synchronization 2026-03-28 00:32:22 -04:00
5 changed files with 17 additions and 19 deletions
+4 -15
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@@ -89,17 +89,6 @@ Supported automation:
Invoices containing an Issue reference (e.g. `#123`) automatically attach to the corresponding Issue. Invoices containing an Issue reference (e.g. `#123`) automatically attach to the corresponding Issue.
### Custom Field Synchronization
Invoice custom fields can be mapped to Issue custom fields.
Example use case:
* Mileage In/Out recorded in Redmine
* Automatically synchronized to the QuickBooks invoice.
### Customer Synchronization ### Customer Synchronization
Customer records are automatically updated in the local database when changes occur in QuickBooks. Customer records are automatically updated in the local database when changes occur in QuickBooks.
@@ -153,7 +142,7 @@ https://redmine.yourdomain.com/qbo/webhook
# Installation # Installation
## 1\. Clone the Plugin ## 1. Clone the Plugin
Install the plugin into your Redmine plugins directory. Install the plugin into your Redmine plugins directory.
@@ -168,7 +157,7 @@ Use a **tagged release** for stability.
--- ---
## 2\. Install Dependencies ## 2. Install Dependencies
```bash ```bash
bundle install bundle install
@@ -178,7 +167,7 @@ Required for **Redmine 6 / Rails 7 compatibility**.
--- ---
## 3\. Run Database Migrations ## 3. Run Database Migrations
```bash ```bash
bundle exec rake redmine:plugins:migrate RAILS_ENV=production bundle exec rake redmine:plugins:migrate RAILS_ENV=production
@@ -186,7 +175,7 @@ bundle exec rake redmine:plugins:migrate RAILS_ENV=production
--- ---
## 4\. Restart Redmine ## 4. Restart Redmine
Restart your Redmine server so the plugin and hooks are loaded. Restart your Redmine server so the plugin and hooks are loaded.
+4
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@@ -16,6 +16,10 @@ class Estimate < QboBaseModel
self.primary_key = :id self.primary_key = :id
qbo_sync push: false qbo_sync push: false
def name
to_s
end
# returns a human readable string # returns a human readable string
def to_s def to_s
return self[:doc_number] return self[:doc_number]
+5
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@@ -8,4 +8,9 @@
<br/> <br/>
<br/> <br/>
<%= link_to t(:label_create_payment), "https://qbo.intuit.com/app/recvpayment?nameId=#{@customer.id}", target: :_blank %>
<br/>
<br/>
<%= button_to t(:label_edit_customer), edit_customer_path(@customer), method: :get%> <%= button_to t(:label_edit_customer), edit_customer_path(@customer), method: :get%>
+3
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@@ -34,8 +34,10 @@ en:
label_closed_issues: "Closed Issues" label_closed_issues: "Closed Issues"
label_connected: "Successfully connected to QuickBooks" label_connected: "Successfully connected to QuickBooks"
label_create_estimate: "Create Estimate" label_create_estimate: "Create Estimate"
label_create_payment: "Create Payment"
label_customer_count: "Customer Count" label_customer_count: "Customer Count"
label_customer_link_expires: "This customer link expires in" label_customer_link_expires: "This customer link expires in"
label_customer: "Customer"
label_customers: "Customers" label_customers: "Customers"
label_delete: "Delete" label_delete: "Delete"
label_deposit_into: "Deposit to Account" label_deposit_into: "Deposit to Account"
@@ -49,6 +51,7 @@ en:
label_error: "Error" label_error: "Error"
label_estimate_404: "Estimate not found" label_estimate_404: "Estimate not found"
label_estimate_count: "Estimate Count" label_estimate_count: "Estimate Count"
label_estimate: "Estimate"
label_estimates: "Estimates" label_estimates: "Estimates"
label_hours: "Hours" label_hours: "Hours"
label_invoice_404: "Invoice not found" label_invoice_404: "Invoice not found"
@@ -15,10 +15,7 @@ module RedmineQbo
# View User # View User
def view_users_form(context={}) def view_users_form(context={})
# Update the users
#Employee.update_all
# Check to see if there is a quickbooks user attached to the issue # Check to see if there is a quickbooks user attached to the issue
@selected = context[:user]&.employee&.id @selected = context[:user]&.employee&.id