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7 changed files with 127 additions and 131 deletions

View File

@@ -32,38 +32,36 @@ class CustomersController < ApplicationController
autocomplete :customer, :name, full: true, extra_data: [:id]
def address_to_s(address)
return if address.nil?
lines = [
address.line1,
address.line2,
address.line3,
address.line4,
address.line5
].compact_blank
city_line = [
address.city,
address.country_sub_division_code,
address.postal_code
].compact_blank.join(" ")
lines << city_line unless city_line.blank?
lines.join("\n")
end
def add_customer
global_check_permission(:add_customers)
end
def allowed_params
params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
end
# getter method for a customer's invoices
# used for customer autocomplete field / issue form
def filter_invoices_by_customer
@filtered_invoices = Invoice.all.where(customer_id: params[:selected_customer])
end
# getter method for a customer's estimates
# used for customer autocomplete field / issue form
def filter_estimates_by_customer
@filtered_estimates = Estimate.all.where(customer_id: params[:selected_customer])
end
# display a list of all customers
def index
if params[:search]
@customers = Customer.search(params[:search]).order(:name).paginate(page: params[:page])
if only_one_non_zero?(@customers)
redirect_to @customers.first
end
end
end
# initialize a new customer
def new
@customer = Customer.new
end
# create a new customer
def create
@customer = Customer.new(allowed_params)
@customer.save
@@ -76,7 +74,79 @@ class CustomersController < ApplicationController
redirect_to new_customer_path
end
# display a specific customer
def edit
@customer = Customer.find_by_id(params[:id])
return render_404 unless @customer
rescue => e
log "Failed to edit customer"
flash[:error] = e.message
render_404
end
def filter_estimates_by_customer
@filtered_estimates = Estimate.all.where(customer_id: params[:selected_customer])
end
def filter_invoices_by_customer
@filtered_invoices = Invoice.all.where(customer_id: params[:selected_customer])
end
def index
if params[:search]
@customers = Customer.search(params[:search]).order(:name).paginate(page: params[:page])
if only_one_non_zero?(@customers)
redirect_to @customers.first
end
end
end
def load_issue_data
@journals = @issue.journals.preload(:details).preload(user: :email_address).reorder(:created_on, :id).to_a
@journals.each_with_index { |j, i| j.indice = i + 1 }
@journals.reject!(&:private_notes?) unless User.current.allowed_to?(:view_private_notes, @issue.project)
Journal.preload_journals_details_custom_fields(@journals)
@journals.select! { |journal| journal.notes? || journal.visible_details.any? }
@journals.reverse! if User.current.wants_comments_in_reverse_order?
@changesets = @issue.changesets.visible.preload(:repository, :user).to_a
@changesets.reverse! if User.current.wants_comments_in_reverse_order?
@relations = @issue.relations.select { |r| r.other_issue(@issue)&.visible? }
@allowed_statuses = @issue.new_statuses_allowed_to(User.current)
@priorities = IssuePriority.active
@time_entry = TimeEntry.new(issue: @issue, project: @issue.project)
@relation = IssueRelation.new
end
def log(msg)
Rails.logger.info "[CustomersController] #{msg}"
end
def new
@customer = Customer.new
end
def only_one_non_zero?(array)
found_non_zero = false
array.each do |val|
if val != 0
return false if found_non_zero
found_non_zero = true
end
end
found_non_zero
end
def share
issue = Issue.find(params[:id])
token = issue.share_token
redirect_to view_path(token.token)
rescue ActiveRecord::RecordNotFound
flash[:error] = t(:notice_issue_not_found)
render_404
end
def show
@customer = Customer.find_by_id(params[:id])
return render_404 unless @customer
@@ -109,17 +179,11 @@ class CustomersController < ApplicationController
render_404
end
# return an HTML form for editing a customer
def edit
@customer = Customer.find_by_id(params[:id])
return render_404 unless @customer
rescue => e
log "Failed to edit customer"
flash[:error] = e.message
render_404
def sync
Customer.sync
redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
end
# update a specific customer
def update
@customer = Customer.find_by_id(params[:id])
@customer.update(allowed_params)
@@ -131,108 +195,21 @@ class CustomersController < ApplicationController
redirect_to edit_customer_path
end
# creates new customer view tokens, removes expired tokens & redirects to newly created customer view with new token.
def share
issue = Issue.find(params[:id])
token = issue.share_token
redirect_to view_path(token.token)
rescue ActiveRecord::RecordNotFound
flash[:error] = t(:notice_issue_not_found)
render_404
end
# displays an issue for a customer with a provided security CustomerToken
def view
User.current = User.anonymous
# Load only active, non-expired token
@token = CustomerToken.active.find_by(token: params[:token])
return render_403 unless @token
# Load associated issue
@issue = @token.issue
return render_403 unless @issue
# Optional: enforce token belongs to the issue's customer
return render_403 unless @issue.customer_id == @token.issue.customer_id
# Store token in session for subsequent requests if needed
session[:token] = @token.token
load_issue_data
rescue ActiveRecord::RecordNotFound
render_403
end
private
def load_issue_data
@journals = @issue.journals.preload(:details).preload(user: :email_address).reorder(:created_on, :id).to_a
@journals.each_with_index { |j, i| j.indice = i + 1 }
@journals.reject!(&:private_notes?) unless User.current.allowed_to?(:view_private_notes, @issue.project)
Journal.preload_journals_details_custom_fields(@journals)
@journals.select! { |journal| journal.notes? || journal.visible_details.any? }
@journals.reverse! if User.current.wants_comments_in_reverse_order?
@changesets = @issue.changesets.visible.preload(:repository, :user).to_a
@changesets.reverse! if User.current.wants_comments_in_reverse_order?
@relations = @issue.relations.select { |r| r.other_issue(@issue)&.visible? }
@allowed_statuses = @issue.new_statuses_allowed_to(User.current)
@priorities = IssuePriority.active
@time_entry = TimeEntry.new(issue: @issue, project: @issue.project)
@relation = IssueRelation.new
end
# redmine permission - add customers
def add_customer
global_check_permission(:add_customers)
end
# redmine permission - view customers
def view_customer
global_check_permission(:view_customers)
end
# checks to see if there is only one item in an array
# @return true if array only has one item
def only_one_non_zero?( array )
found_non_zero = false
array.each do |val|
if val!=0
return false if found_non_zero
found_non_zero = true
end
end
found_non_zero
end
# format a quickbooks address to a human readable string
def address_to_s(address)
return if address.nil?
lines = [
address.line1,
address.line2,
address.line3,
address.line4,
address.line5
].compact_blank
city_line = [
address.city,
address.country_sub_division_code,
address.postal_code
].compact_blank.join(" ")
lines << city_line unless city_line.blank?
lines.join("\n")
end
def log(msg)
Rails.logger.info "[CustomersController] #{msg}"
end
end
end

View File

@@ -72,6 +72,13 @@ class EstimateController < ApplicationController
redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_estimate_not_found) }
end
def sync
Estimate.sync
redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
end
private
# Logs messages with a consistent prefix for easier debugging.
def log(msg)
Rails.logger.info "[EstimateController] #{msg}"

View File

@@ -27,6 +27,11 @@ class InvoiceController < ApplicationController
redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_invoice_not_found) }
end
def sync
Invoice.sync
redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
end
private
# Logs messages with a consistent prefix for easier debugging.

View File

@@ -33,8 +33,10 @@ class QboSyncDispatcher
# Allow other plugins to add addtional sync jobs via Hooks
Redmine::Hook.call_hook( :qbo_full_sync ).each do |context|
next unless context
jobs.push context
log "Added additionals QBO Sync Job for #{context.to_s}"
Array(context).each do |entity|
jobs.push(entity)
log "Added additional QBO Sync Job for #{entity.to_s}"
end
end
jobs.each { |job| QboSyncJob.perform_later(entity: job, full_sync: full_sync) }

View File

@@ -47,8 +47,10 @@ class WebhookProcessJob < ActiveJob::Base
# Allow other plugins to add addtional qbo entities via Hooks
Redmine::Hook.call_hook( :qbo_additional_entities ).each do |context|
next unless context
entities.push context
log "Added additional QBO entities: #{context}"
Array(context).each do |entity|
jobs.push(entity)
log "Added additional QBO entity #{entity}"
end
end
return unless entities.include?(name)

View File

@@ -14,6 +14,8 @@ get 'qbo/oauth_callback', to: 'qbo#oauth_callback'
#manual sync
get 'qbo/sync', to: 'qbo#sync'
get 'invoices/sync', to: 'invoice#sync'
get 'estimates/sync', to: 'estimate#sync'
#webhook
post 'qbo/webhook', to: 'qbo#webhook'
@@ -36,4 +38,5 @@ get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer'
resources :customers do
get :autocomplete_customer_name, on: :collection
get :sync
end

View File

@@ -14,7 +14,7 @@ Redmine::Plugin.register :redmine_qbo do
name 'Redmine QBO plugin'
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'
version '2026.3.9'
version '2026.3.10'
url 'https://github.com/rickbarrette/redmine_qbo'
author_url 'https://barrettefabrication.com'
settings default: {empty: true}, partial: 'qbo/settings'