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@@ -3,12 +3,9 @@ source 'https://rubygems.org'
gem 'quickbooks-ruby' gem 'quickbooks-ruby'
gem 'oauth2' gem 'oauth2'
gem 'roxml' gem 'roxml'
gem 'nhtsa_vin'
gem 'will_paginate' gem 'will_paginate'
gem 'rails-jquery-autocomplete' gem 'rails-jquery-autocomplete'
gem 'jquery-ui-rails' gem 'jquery-ui-rails'
gem 'rexml'
gem 'combine_pdf'
group :assets do group :assets do
gem 'coffee-rails' gem 'coffee-rails'

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@@ -1,6 +1,6 @@
The MIT License (MIT) The MIT License (MIT)
Copyright (c) 2016 - 2026 Rick Barrette Copyright (c) 2016 - 2023 Rick Barrette
Permission is hereby granted, free of charge, to any person obtaining a copy Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal of this software and associated documentation files (the "Software"), to deal

148
README.md
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@@ -1,110 +1,80 @@
# Redmine QuickBooks Online # Redmine Quickbooks Online
A plugin for Redmine to connect to QuickBooks Online. A plugin for Redmine to connect to Quickbooks Online
The goal of this project is to allow Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed. The goal of this project is to allow Redmine to connect with Quickbooks Online to create Time Activity Entries for billable hours loged when an Issue is closed.
## Disclaimer #### Disclaimer
**Note:** Although the core functionality is complete, this project is still under development and the master branch may be unstable. Tags should be stable and are recommended. Note: Although the core functionality is complete, this project is still under development & the master branch may be unstable. Tags should be stable and are recommended
## Compatibility Use tags for the following Redmine Versions
* Version 2.0.0+ for Redmine 5+
* Version 1.0.0+ for Redmine 4+
* Version 0.8.1 for Redine 3
| Plugin Version | Redmine Version | #### Features
| :--- | :--- | * Issues can be assigned to a Customer via drop down in the edit Issue form
| Version 2026.1.0+ | Redmine 6.1 | - Once a customer is attached to an Issue, you can attach an Estimate to the issue via a drop down menu
| Version 2.0.0+ | Redmine 5 | * Employee is assigned to a user via a drop down in the user admistration page.
| Version 1.0.0+ | Redmine 4 | * IF an Issue has been assined a Customer when an Issue is closed the following will happen:
| Version 0.8.1 | Redmine 3 | - A new Time Activity will be billed agaist the Customer assinged to the issue for each Redmine Time Entery.
+ Time Entries will be totalled up by Activity name. This will allow billing for diffrent activities without having to create seperate Issues.
## Features + The Time Activity names are used to dynamically lookup Items in Quickbooks.
+ IF there isn't any Items that match the Activity name it will be skipped, and will not be billed to the Customer
* **Customer Assignment:** Issues can be assigned to a Customer via a dropdown in the edit Issue form. - Labor Rates are set by corresponding the Item in Quickbooks
* Once a customer is attached to an Issue, you can attach an Estimate to the issue via a dropdown menu. * Customers Can be created via the New Customer Page
* **Employee Mapping:** An Employee is assigned to a Redmine User via a dropdown in the User Administration page. - Customers can be searched by name or phone number
* **Automatic Billing:** If an Issue has been assigned a Customer, the following happens when the Issue is closed: - Basic information for the Customer can be viewed/edit via the Customer page
* A new Time Activity will be billed against the Customer assigned to the issue for each Redmine Time Entry. * Webhook Support
* Time Entries will be totalled up by Activity name. This allows billing for different activities without having to create separate Issues. - Invoices are automaticly attached to an Issue if a line item has a hashtag number in a Line Item
* The Time Activity names are used to dynamically lookup Items in QuickBooks. + Invoice Custom Fields are matched Issue Custom Fileds and are automaticly updated in Quickbooks. For example, this is usefull for extracting the Mileage In / Out from the Issue and updating the Invoice with the information.
* If there are no Items that match the Activity name, it will be skipped and will not be billed to the Customer. - Customers are automaticly updated in local database
* Labor Rates are set by the corresponding Item in QuickBooks.
* **Customer Management:** Customers can be created via the New Customer Page.
* Customers can be searched by name or phone number.
* Basic information for the Customer can be viewed/edited via the Customer page.
* **Webhook Support:**
* **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.
## Prerequisites ## Prerequisites
* Sign up to become a developer for Intuit: https://developer.intuit.com/ * Sign up to become a developer for Intuit https://developer.intuit.com/
* Create your own application to obtain your API keys. * Create your own aplication to obtain your API keys
* Set up the webhook service to `https://redmine.yourdomain.com/qbo/webhook` * Set up webhook service to https://redmine.yourdomain.com/qbo/webhook
## Installation ## The Install
1. **Clone the plugin:** 1. To install, clone this repo into your plugin folder & checkout a tagged version
Clone this repo into your plugin folder and checkout a tagged version.
```bash
cd path/to/redmine/plugins
git clone git@github.com:rickbarrette/redmine_qbo.git
cd redmine_qbo
git checkout <tag>
```
2. **Install dependencies:** *Crucial for Redmine 6 / Rails 7 compatibility.* `git clone git@github.com:rickbarrette/redmine_qbo.git`
Bash then
``` `git checkout <tag>`
bundle install
``` 2. Migrate your database
3. **Migrate your database:** `rake redmine:plugins:migrate RAILS_ENV=production`
Bash 3. Navigate to the plugin configuration page and suppy your own OAuth key & secret.
``` 4. After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
bundle exec rake redmine:plugins:migrate RAILS_ENV=production
``` 5. Assign an Employee to each of your users via the User Administration Page
4. **Restart Redmine:** You must restart your Redmine server instance for the plugin and hooks to load.
5. **Configuration:**
* Navigate to the plugin configuration page (`Administration > Plugins > Configure`).
* Supply your own OAuth Key & Secret.
* After saving the Key & Secret, click the **Authenticate** link on the configuration page to connect to QBO.
6. **User Mapping:**
* Assign an Employee to each of your users via the **User Administration Page**.
## Usage ## Usage
To enable automatic Time Activity entries for an Issue, you simply need to assign a Customer to an Issue via the dropdowns in the issue creation/update form. To enable automatic Time Activity entries for an Issue , you need only to assign a Customer to an Issue via drop downs in the issue creation/update form.
**Note:** After the initial synchronization, this plugin will receive push notifications via Intuit's webhook service. Note: After the inital synchronization, this plugin will recieve push notifications via Intuit's webhook service.
## TODO ## TODO
* Add Setting for Sandbox Mode
* Separate Vehicles into a separate plugin (I use Redmine for my automotive shop management 😉) * MORE Stuff as I make it up...
* MORE Stuff as I make it up...
## License ## License
> The MIT License (MIT) The MIT License (MIT)
>
> Copyright (c) 2016 - 2026 Rick Barrette Copyright (c) 2016 - 2022 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: 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 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. 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.

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@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 rick barrette #Copyright (c) 2022 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: #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:
# #
@@ -10,6 +10,7 @@
# This controller class will handle map management # This controller class will handle map management
class CustomersController < ApplicationController class CustomersController < ApplicationController
unloadable
include AuthHelper include AuthHelper
helper :issues helper :issues
@@ -38,12 +39,6 @@ class CustomersController < ApplicationController
params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes) params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
end end
# getter method for a customer's vehicles
# used for customer autocomplete field / issue form
def filter_vehicles_by_customer
@filtered_vehicles = Vehicle.all.where(customer_id: params[:selected_customer])
end
# getter method for a customer's invoices # getter method for a customer's invoices
# used for customer autocomplete field / issue form # used for customer autocomplete field / issue form
def filter_invoices_by_customer def filter_invoices_by_customer
@@ -87,7 +82,6 @@ class CustomersController < ApplicationController
def show def show
begin begin
@customer = Customer.find_by_id(params[:id]) @customer = Customer.find_by_id(params[:id])
@vehicles = @customer.vehicles.paginate(:page => params[:page])
@issues = @customer.issues.order(id: :desc) @issues = @customer.issues.order(id: :desc)
@billing_address = address_to_s(@customer.billing_address) @billing_address = address_to_s(@customer.billing_address)
@shipping_address = address_to_s(@customer.shipping_address) @shipping_address = address_to_s(@customer.shipping_address)
@@ -141,7 +135,7 @@ class CustomersController < ApplicationController
def share def share
Thread.new do Thread.new do
logger.info "Removing expired customer tokens" logger.debug "Removing expired customer tokens"
CustomerToken.remove_expired_tokens CustomerToken.remove_expired_tokens
ActiveRecord::Base.connection.close ActiveRecord::Base.connection.close
end end

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@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 rick barrette #Copyright (c) 2022 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: #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:
# #
@@ -8,6 +8,7 @@
# #
#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. #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 EstimateController < ApplicationController class EstimateController < ApplicationController
unloadable
include AuthHelper include AuthHelper
@@ -15,15 +16,6 @@ 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
# Force sync for estimate by doc number if not found
if Estimate.find_by_doc_number(params[:search]).nil?
begin
Estimate.sync_by_doc_number(params[:search]) if params[:search]
rescue
logger.info "Estimate.find_by_doc_number failed"
end
end
estimate = Estimate.find_by_id(params[:id]) if params[:id] estimate = Estimate.find_by_id(params[:id]) if params[:id]
estimate = Estimate.find_by_doc_number(params[:search]) if params[:search] estimate = Estimate.find_by_doc_number(params[:search]) if params[:search]
return estimate return estimate

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@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2026 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: #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:
# #
@@ -8,10 +8,10 @@
# #
#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. #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 InvoiceController < ApplicationController class InvoiceController < ApplicationController
unloadable
include AuthHelper include AuthHelper
require 'combine_pdf'
before_action :require_user, :unless => proc {|c| session[:token].nil? } before_action :require_user, :unless => proc {|c| session[:token].nil? }
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? }
@@ -19,33 +19,13 @@ class InvoiceController < ApplicationController
# Downloads and forwards the invoice pdf # Downloads and forwards the invoice pdf
# #
def show def show
logger.info("Processing request for URL: #{request.original_url}")
begin begin
qbo = Qbo.first qbo = Qbo.first
qbo.perform_authenticated_request do |access_token| qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token) service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
invoice = service.fetch_by_id(params[:id])
# If multiple id's then pull each pdf & combine them @pdf = service.pdf(invoice)
if params[:invoice_ids] send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
logger.info("Grabbing pdfs for " + params[:invoice_ids].join(', '))
ref = ""
params[:invoice_ids].each do |i|
logger.info("processing " + i)
invoice = service.fetch_by_id(i)
ref += " #{invoice.doc_number}"
@pdf << CombinePDF.parse(service.pdf(invoice)) unless @pdf.nil?
if @pdf.nil?
@pdf = CombinePDF.parse(service.pdf(invoice))
end
end
@pdf = @pdf.to_pdf
else
invoice = service.fetch_by_id(params[:id])
@pdf = service.pdf(invoice)
ref = invoice.doc_number
end
send_data @pdf, filename: "invoice #{ref}.pdf", :disposition => 'inline', :type => "application/pdf"
end end
rescue rescue
redirect_to :back, :flash => { :error => "Invoice not found" } redirect_to :back, :flash => { :error => "Invoice not found" }

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@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2016 - 2025 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: #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:
# #
@@ -9,6 +9,7 @@
#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. #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 QboController < ApplicationController class QboController < ApplicationController
unloadable
require 'openssl' require 'openssl'
@@ -25,10 +26,9 @@ class QboController < ApplicationController
# Called when the user requests that Redmine to connect to QBO # Called when the user requests that Redmine to connect to QBO
# #
def authenticate def authenticate
redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
logger.info "redirect_uri: #{redirect_uri}"
oauth2_client = Qbo.construct_oauth2_client oauth2_client = Qbo.construct_oauth2_client
grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: redirect_uri, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting") callback = Setting.host_name + "/qbo/oauth_callback/"
grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: callback, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
redirect_to grant_url redirect_to grant_url
end end
@@ -39,7 +39,7 @@ class QboController < ApplicationController
if params[:state].present? if params[:state].present?
oauth2_client = Qbo.construct_oauth2_client oauth2_client = Qbo.construct_oauth2_client
# use the state value to retrieve from your backend any information you need to identify the customer in your system # use the state value to retrieve from your backend any information you need to identify the customer in your system
redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}" redirect_uri = Setting.host_name + "/qbo/oauth_callback/"
if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri) if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
# Remove the last authentication information # Remove the last authentication information
@@ -51,9 +51,9 @@ class QboController < ApplicationController
qbo.refresh_token! qbo.refresh_token!
if qbo.save! if qbo.save!
redirect_to qbo_sync_path, :flash => { :notice => I18n.t(:label_connected) } redirect_to qbo_sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
else else
redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => I18n.t(:label_error) } redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
end end
end end
@@ -65,9 +65,9 @@ class QboController < ApplicationController
i = Issue.find_by_id params[:id] i = Issue.find_by_id params[:id]
if i.customer if i.customer
i.bill_time i.bill_time
redirect_to i, :flash => { :notice => I18n.t(:label_billed_success) + i.customer.name } redirect_to i, :flash => { :notice => "Successfully Billed #{i.customer.name}" }
else else
redirect_to i, :flash => { :error => I18n.t(:label_billing_error) } redirect_to i, :flash => { :error => "Cannot bill without a customer assigned" }
end end
end end
@@ -84,48 +84,46 @@ class QboController < ApplicationController
# proceed if the request is good # proceed if the request is good
if hash.eql? signature if hash.eql? signature
Thread.new do if request.headers['content-type'] == 'application/json'
if request.headers['content-type'] == 'application/json' data = JSON.parse(data)
data = JSON.parse(data) else
else # application/x-www-form-urlencoded
# application/x-www-form-urlencoded data = params.as_json
data = params.as_json end
end # Process the information
# Process the information entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
entities = data['eventNotifications'][0]['dataChangeEvent']['entities'] entities.each do |entity|
entities.each do |entity| id = entity['id'].to_i
id = entity['id'].to_i name = entity['name']
name = entity['name']
logger.debug "Casting #{name.constantize} to obj"
# Magicly initialize the correct class
obj = name.constantize
# for merge events
obj.destroy(entity['deletedId']) if entity['deletedId']
logger.info "Casting #{name.constantize} to obj" #Check to see if we are deleting a record
if entity['operation'].eql? "Delete"
# Magicly initialize the correct class
obj = name.constantize
# for merge events
obj.destroy(entity['deletedId']) if entity['deletedId']
#Check to see if we are deleting a record
if entity['operation'].eql? "Delete"
obj.destroy(id) obj.destroy(id)
#if not then update! #if not then update!
else else
begin begin
obj.sync_by_id(id) obj.sync_by_id(id)
rescue => e rescue => e
logger.error "Failed to call sync_by_id on obj" logger.error "Failed to call sync_by_id on obj"
logger.error e.message logger.error e.message
logger.error e.backtrace.join("\n") logger.error e.backtrace.join("\n")
end
end end
end end
# Record that last time we updated
Qbo.update_time_stamp
ActiveRecord::Base.connection.close
end end
# Record that last time we updated
Qbo.update_time_stamp
# The webhook doesn't require a response but let's make sure we don't send anything # The webhook doesn't require a response but let's make sure we don't send anything
render :nothing => true, status: 200 render :nothing => true
else else
render nothing: true, status: 400 render nothing: true, status: 400
end end
@@ -152,6 +150,6 @@ class QboController < ApplicationController
ActiveRecord::Base.connection.close ActiveRecord::Base.connection.close
end end
redirect_to :home, :flash => { :notice => I18n.t(:label_syncing) } redirect_to :home, :flash => { :notice => "Syncing Quickbooks" }
end end
end end

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@@ -1,125 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2024 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.
# This controller class will handle map management
class VehiclesController < ApplicationController
include AuthHelper
before_action :require_user
def allowed_params
params.require(:vehicle).permit(:year, :make, :model, :customer_id, :notes, :vin)
end
# display a list of all vehicles
def index
if params[:customer_id]
begin
@vehicles = Customer.find_by_id(params[:customer_id]).vehicles.paginate(:page => params[:page])
rescue ActiveRecord::RecordNotFound
render_404
end
end
# search for a vehicle by vin
if params[:search]
@vehicles = Vehicle.search(params[:search]).paginate(:page => params[:page])
if only_one_non_zero?(@vehicles)
redirect_to @vehicles.first
end
end
end
# return an HTML form for creating a new vehicle
def new
@vehicle = Vehicle.new
@customer = Customer.find_by_id(params[:customer_id]) if params[:customer_id]
end
# create a new vehicle
def create
@vehicle = Vehicle.new(allowed_params)
if @vehicle.save
flash[:notice] = "New Vehicle Created"
redirect_to @vehicle
else
flash[:error] = @vehicle.errors.full_messages.to_sentence
redirect_to Vehicle.find_by_vin @vehicle.vin
end
end
# display a specific vehicle
def show
begin
@vehicle = Vehicle.find_by_id(params[:id])
@vin = @vehicle.vin.scan(/.{1,9}/) if @vehicle.vin
@issues = @vehicle.issues.order(id: :desc)
@closed_issues = (@issues - @issues.open)
rescue
render_404
end
end
# return an HTML form for editing a vehicle
def edit
begin
@vehicle = Vehicle.find_by_id(params[:id])
@customer = @vehicle.customer
rescue
render_404
end
end
# update a specific vehicle
def update
@customer = params[:customer]
begin
@vehicle = Vehicle.find_by_id(params[:id])
if @vehicle.update(allowed_params)
flash[:notice] = "Vehicle updated"
redirect_to @vehicle
else
redirect_to edit_vehicle_path
end
#show any errors anyways
flash[:error] = @vehicle.errors.full_messages.to_sentence unless @vehicle.errors.empty?
rescue
render_404
end
end
# delete a specific vehicle
def destroy
begin
Vehicle.find_by_id(params[:id]).destroy
flash[:notice] = "Vehicle deleted successfully"
redirect_to action: :index
rescue
render_404
end
end
private
# 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
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2016 - 2025 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: #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:
# #
@@ -11,6 +11,9 @@
module QuickbooksOauth module QuickbooksOauth
extend ActiveSupport::Concern extend ActiveSupport::Concern
OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
#== Instance Methods #== Instance Methods
def perform_authenticated_request(&block) def perform_authenticated_request(&block)
@@ -18,7 +21,7 @@ module QuickbooksOauth
begin begin
yield oauth_access_token yield oauth_access_token
rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
Rails.logger.error("QuickbooksOauth.perform: #{ex.message}") Rails.logger.info("QuickbooksOauth.perform: #{ex.message}")
# to prevent an infinite loop here keep a counter and bail out after N times... # to prevent an infinite loop here keep a counter and bail out after N times...
attempts += 1 attempts += 1
@@ -33,7 +36,6 @@ module QuickbooksOauth
end end
def refresh_token! def refresh_token!
Rails.logger.info("QuickbooksOauth.refresh_token!")
t = oauth_access_token t = oauth_access_token
refreshed = t.refresh! refreshed = t.refresh!
@@ -43,8 +45,6 @@ module QuickbooksOauth
oauth2_refresh_token_expires_at = 100.days.from_now oauth2_refresh_token_expires_at = 100.days.from_now
end end
Rails.logger.info("QuickbooksOauth.refresh_token!: #{oauth2_refresh_token_expires_at}")
update!( update!(
oauth2_access_token: refreshed.token, oauth2_access_token: refreshed.token,
oauth2_access_token_expires_at: Time.at(refreshed.expires_at), oauth2_access_token_expires_at: Time.at(refreshed.expires_at),
@@ -68,20 +68,12 @@ module QuickbooksOauth
module ClassMethods module ClassMethods
def construct_oauth2_client def construct_oauth2_client
oauth_consumer_key = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
oauth_consumer_secret = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
# Are we are playing in the sandbox?
Quickbooks.sandbox_mode = Setting.plugin_redmine_qbo['sandbox'] ? true : false
logger.info "Sandbox mode: #{Quickbooks.sandbox_mode}"
options = { options = {
site: "https://appcenter.intuit.com/connect/oauth2", site: "https://appcenter.intuit.com/connect/oauth2",
authorize_url: "https://appcenter.intuit.com/connect/oauth2", authorize_url: "https://appcenter.intuit.com/connect/oauth2",
token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer" token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer"
} }
OAuth2::Client.new(oauth_consumer_key, oauth_consumer_secret, options) OAuth2::Client.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, options)
end end
end end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2016 - 2025 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: #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:
# #
@@ -9,12 +9,13 @@
#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. #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 Customer < ActiveRecord::Base class Customer < ActiveRecord::Base
unloadable
has_many :issues has_many :issues
has_many :purchases
has_many :invoices has_many :invoices
has_many :estimates has_many :estimates
has_many :vehicles
validates_presence_of :id, :name validates_presence_of :id, :name
self.primary_key = :id self.primary_key = :id
@@ -153,13 +154,11 @@ class Customer < ActiveRecord::Base
logger.info "Processing customer #{c.id}" logger.info "Processing customer #{c.id}"
customer = Customer.find_or_create_by(id: c.id) customer = Customer.find_or_create_by(id: c.id)
if c.active? if c.active?
#if not customer.name.eql? c.display_name if not customer.name.eql? c.display_name
customer.name = c.display_name customer.name = c.display_name
customer.id = c.id customer.id = c.id
customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
customer.save_without_push customer.save_without_push
#end end
else else
if not c.new_record? if not c.new_record?
customer.delete customer.delete
@@ -178,22 +177,20 @@ class Customer < ActiveRecord::Base
# This needs to be simplified # This needs to be simplified
def self.sync_by_id(id) def self.sync_by_id(id)
qbo = Qbo.first qbo = Qbo.first
c = qbo.perform_authenticated_request do |access_token| customer = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token) service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(id) service.fetch_by_id(id)
end end
return unless c return unless customer
customer = Customer.find_or_create_by(id: c.id) customer = Customer.find_or_create_by(id: customer.id)
if c.active? if customer.active?
#if not customer.name.eql? c.display_name if not customer.name.eql? customer.display_name
customer.name = c.display_name customer.name = customer.display_name
customer.id = c.id customer.id = customer.id
customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
customer.save_without_push customer.save_without_push
#end end
else else
if not customer.new_record? if not customer.new_record?
customer.delete customer.delete
@@ -207,7 +204,7 @@ class Customer < ActiveRecord::Base
qbo = Qbo.first qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token| @details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token) service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
service.update(@details) serivce.update(@details)
end end
#raise "QBO Fault" if @details.fault? #raise "QBO Fault" if @details.fault?
self.id = @details.id self.id = @details.id

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 rick barrette #Copyright (c) 2022 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: #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:
# #
@@ -9,7 +9,7 @@
#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. #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 CustomerToken < ActiveRecord::Base class CustomerToken < ActiveRecord::Base
unloadable
has_many :issues has_many :issues
validates_presence_of :issue_id validates_presence_of :issue_id
before_create :generate_token, :generate_expire_date before_create :generate_token, :generate_expire_date

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 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: #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:
# #
@@ -9,7 +9,7 @@
#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. #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 Employee < ActiveRecord::Base class Employee < ActiveRecord::Base
unloadable
has_many :users has_many :users
validates_presence_of :id, :name validates_presence_of :id, :name

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 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: #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:
# #
@@ -9,6 +9,7 @@
#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. #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 Estimate < ActiveRecord::Base class Estimate < ActiveRecord::Base
unloadable
has_and_belongs_to_many :issues has_and_belongs_to_many :issues
belongs_to :customer belongs_to :customer
@@ -17,7 +18,7 @@ class Estimate < ActiveRecord::Base
# sync all estimates # sync all estimates
def self.sync def self.sync
logger.info "Syncing ALL estimates" logger.debug "Syncing ALL estimates"
qbo = Qbo.first qbo = Qbo.first
estimates = qbo.perform_authenticated_request do |access_token| estimates = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token) service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
@@ -36,23 +37,13 @@ class Estimate < ActiveRecord::Base
# sync only one estimate # sync only one estimate
def self.sync_by_id(id) def self.sync_by_id(id)
logger.info "Syncing estimate #{id}" logger.debug "Syncing estimate #{id}"
qbo = Qbo.first qbo = Qbo.first
qbo.perform_authenticated_request do |access_token| qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token) service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
process_estimate(service.fetch_by_id(id)) process_estimate(service.fetch_by_id(id))
end end
end end
# sync only one estimate
def self.sync_by_doc_number(number)
logger.info "Syncing estimate by doc number #{number}"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
process_estimate(service.find_by( :doc_number, number).first)
end
end
# update an estimate # update an estimate
def self.update(id) def self.update(id)

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 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: #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:
# #
@@ -9,7 +9,7 @@
#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. #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 Invoice < ActiveRecord::Base class Invoice < ActiveRecord::Base
unloadable
has_and_belongs_to_many :issues has_and_belongs_to_many :issues
belongs_to :customer belongs_to :customer
validates_presence_of :doc_number, :id, :customer_id, :txn_date validates_presence_of :doc_number, :id, :customer_id, :txn_date
@@ -17,7 +17,7 @@ class Invoice < ActiveRecord::Base
# sync ALL the invoices # sync ALL the invoices
def self.sync def self.sync
logger.info "Syncing all invoices" logger.debug "Syncing all invoices"
last = Qbo.first.last_sync last = Qbo.first.last_sync
query = "SELECT Id, DocNumber FROM Invoice" query = "SELECT Id, DocNumber FROM Invoice"
@@ -40,7 +40,7 @@ class Invoice < ActiveRecord::Base
#sync by invoice ID #sync by invoice ID
def self.sync_by_id(id) def self.sync_by_id(id)
logger.info "Syncing invoice #{id}" logger.debug "Syncing invoice #{id}"
qbo = Qbo.first qbo = Qbo.first
qbo.perform_authenticated_request do |access_token| qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token) service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
@@ -58,7 +58,7 @@ class Invoice < ActiveRecord::Base
# skip this issue if the issue customer is not the same as the invoice customer # skip this issue if the issue customer is not the same as the invoice customer
return if issue.customer_id != invoice.customer_ref.value.to_i return if issue.customer_id != invoice.customer_ref.value.to_i
logger.info "Attaching invoice #{invoice.id} to issue #{issue.id}" logger.debug "Attaching invoice #{invoice.id} to issue #{issue.id}"
invoice = Invoice.find_or_create_by(id: invoice.id) invoice = Invoice.find_or_create_by(id: invoice.id)
@@ -105,57 +105,42 @@ class Invoice < ActiveRecord::Base
# this condions causes an infinite loop as the webhook is called when an invoice is updated # this condions causes an infinite loop as the webhook is called when an invoice is updated
# TODO maybe add a cf_sync_confict flag to invoices # TODO maybe add a cf_sync_confict flag to invoices
def self.compare_custom_fields(issue, invoice) def self.compare_custom_fields(issue, invoice)
logger.info "Comparing custom fields"
logger.debug "Comparing custom fields"
# TODO break if Invoice.find(invoice.id).cf_sync_confict # TODO break if Invoice.find(invoice.id).cf_sync_confict
is_changed = false is_changed = false
# update the invoive custom fields with infomation from the issue if available
invoice.custom_fields.each { |cf|
# VIN from the attached vehicle
# TODO move this into seperate plugin
# TODO create hook for seperate plugin
begin
if cf.name.eql? "VIN"
# Only update if blank to prevent infite loops
# TODO check cf_sync_confict flag once implemented
if cf.string_value.to_s.blank?
logger.info " VIN was blank, updating the invoice vin in quickbooks"
vin = Vehicle.find(issue.vehicles_id).vin
break if vin.nil?
if not cf.string_value.to_s.eql? vin
cf.string_value = vin.to_s
logger.info "VIN has changed"
is_changed = true
end
end logger.debug "Calling :process_invoice_custom_fields hook"
end context = Redmine::Hook.call_hook :process_invoice_custom_fields, { issue: issue, invoice: invoice }
rescue
#do nothing unless context.nil?
end logger.debug "We have a context!"
context= context.first
issue = context[:issue]
invoice = context[:invoice]
is_changed = context[:is_changed]
end
# Custom Values # Custom Values
begin begin
value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id) value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
# Check to see if the value is blank... # Check to see if the value is blank...
if not value.value.to_s.blank? if not value.value.to_s.blank?
# Check to see if the value is diffrent # Check to see if the value is diffrent
if not cf.string_value.to_s.eql? value.value.to_s if not cf.string_value.to_s.eql? value.value.to_s
# update the custom field on the invoice # update the custom field on the invoice
cf.string_value = value.value.to_s cf.string_value = value.value.to_s
is_changed = true is_changed = true
end
end end
rescue
# Nothing to do here, there is no match
end end
} rescue
# Nothing to do here, there is no match
end
# Push updates # Push updates
begin begin
logger.info "Trying to update invoice" logger.debug "Trying to update invoice"
qbo = Qbo.first qbo = Qbo.first
qbo.perform_authenticated_request do |access_token| qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token) service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2016 - 2025 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: #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:
# #
@@ -9,9 +9,9 @@
#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. #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 Qbo < ActiveRecord::Base class Qbo < ActiveRecord::Base
unloadable
include QuickbooksOauth include QuickbooksOauth
include Redmine::I18n
# Updates last sync time stamp # Updates last sync time stamp
def self.update_time_stamp def self.update_time_stamp

View File

@@ -1,98 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2024 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 Vehicle < ActiveRecord::Base
belongs_to :customer
has_many :issues, :foreign_key => 'vehicles_id'
validates_presence_of :customer
validates :vin, uniqueness: true
before_save :decode_vin
self.primary_key = :id
# returns a human readable string
def to_s
if year.nil? or make.nil? or model.nil?
return "#{vin}"
else
split_vin = vin.scan(/.{1,9}/)
return "#{year} #{make} #{model} - #{split_vin[1]}"
end
end
# returns the raw JSON details from NHTSA
def details
get_details if @details.nil?
return @details
end
# Force Upper Case for make numbers
def make=(val)
# The to_s is in case you get nil/non-string
write_attribute(:make, val.to_s.titleize)
end
# Force Upper Case for model numbers
def model=(val)
# The to_s is in case you get nil/non-string
write_attribute(:model, val.to_s.titleize)
end
# Force Upper Case & strip VIN of all illegal chars (for barcode scanner)
def vin=(val)
val = val.to_s.upcase.gsub(/[^A-HJ-NPR-Za-hj-npr-z\d]+/,"")
write_attribute(:vin, val)
end
# search for a vin
def self.search(search)
where("vin LIKE ?", "%#{search}%")
end
# decodes a vin and updates self
def decode_vin
get_details
if @details
begin
self.year = @details.year unless @details.year.nil?
self.make = @details.make unless @details.make.nil?
self.model = @details.model unless @details.model.nil?
self.doors = @details.doors unless @details.doors.nil?
self.trim = @details.trim unless @details.trim.nil?
rescue Exception => e
errors.add(:vin, e.message)
end
end
self.name = to_s
end
private
# init method to pull JSON details from NHTSA
def get_details
if self.vin?
#validate the vin before calling a remote server
validation = NhtsaVin.validate(self.vin)
begin
#if the vin validation failed, raise an exception and exit
raise RuntimeError, validation.error unless validation.valid?
# query NHTSA for details on the vin
query = NhtsaVin.get(self.vin)
raise RuntimeError, query.error unless query.valid?
@details = query.response
rescue Exception => e
errors.add(:vin, e.message)
end
end
end
end

View File

@@ -1,11 +0,0 @@
<%= link_to t(:label_appointment), "https://calendar.google.com/calendar/render?action=TEMPLATE&text=#{@customer.name}+-&details=#{ link_to "Customer Details", "https://#{Setting.host_name}#{customer_path @customer.id}"}%0A#{@customer.primary_phone}&dates=#{Time.now.strftime("%Y%m%d")}T090000/#{Time.now.strftime("%Y%m%d")}T170000", target: :_blank %>
<br/>
<br/>
<%= link_to t(:label_create_estimate), "https://qbo.intuit.com/app/estimate?nameId=#{@customer.id}", target: :_blank %>
<br/>
<br/>
<%= button_to t(:label_edit_customer), edit_customer_path(@customer), method: :get%>

View File

@@ -1,11 +1,5 @@
<table> <table>
<tbody> <tbody>
<tr>
<th><%=t(:label_name)%></th>
<td><%= customer.name %></td>
</tr>
<tr> <tr>
<th><%=t(:label_email)%></th> <th><%=t(:label_email)%></th>
<td><%= customer.email %></td> <td><%= customer.email %></td>
@@ -38,20 +32,12 @@
<tr> <tr>
<th><%=t(:field_notes)%></th> <th><%=t(:field_notes)%></th>
<td> <td><%= customer.notes %></td>
<pre id="note-display" style="text-align: left; white-space: pre-wrap; font-family: inherit;">
<%= customer.notes %>
</pre>
</td>
</tr> </tr>
<script>
const preElement = document.getElementById('note-display');
// This takes the text, trims the edges, and puts it back
preElement.textContent = preElement.textContent.trim();
</script>
</tbody> </tbody>
</table> </table>
<div style="float: right;">
<%= button_to t(:label_edit_customer), edit_customer_path(customer), method: :get%>
</div>
<br/> <br/>
<br/> <br/>

View File

@@ -36,7 +36,8 @@
<%=t(:field_notes)%>: <%=t(:field_notes)%>:
<div class="input"> <div class="input">
<p> <p>
<%= content_tag 'span', :id => "issue_description_and_toolbar" do %> <%= link_to_function content_tag(:span, l(:button_edit), :class => 'icon icon-edit'), '$(this).hide(); $("#issue_description_and_toolbar").show()' unless @customer.new_record? %>
<%= content_tag 'span', :id => "issue_description_and_toolbar", :style => (@customer.new_record? ? nil : 'display:none') do %>
<%= f.text_area :notes, <%= f.text_area :notes,
:cols => 60, :cols => 60,
:rows => 10, :rows => 10,

View File

@@ -3,3 +3,4 @@
<%= submit_tag t(:label_search) %> <%= submit_tag t(:label_search) %>
<% end %> <% end %>
<%= button_to t(:label_new_customer), new_customer_path, method: :get%> <%= button_to t(:label_new_customer), new_customer_path, method: :get%>
<%= button_to(t(:label_sync), qbo_sync_path, method: :get) if User.current.admin?%>

View File

@@ -1 +0,0 @@
$('select#issue_vehicles_id').html('<%= j content_tag(:option,'',:value=>"")+options_from_collection_for_select(@filtered_vehicles, :id, :to_s) %>');

View File

@@ -1,4 +1,4 @@
<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= link_to @customer.to_s, "https://app.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2> <h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= @customer.name %> </h2>
<div class="issue"> <div class="issue">
<div class="splitcontent"> <div class="splitcontent">
@@ -7,22 +7,7 @@
<h4><%=t(:label_details)%>:</h4> <h4><%=t(:label_details)%>:</h4>
<!-- Customer Info --> <%= render :partial => 'customers/details', locals: {customer: @customer} %>
<div class="splitcontent">
<div class="splitcontentleft">
<h4><%=t(:label_customer)%>:</h4>
<%= render :partial => 'customers/details', locals: {customer: @customer} %>
</div>
<div class="splitcontentleft">
<h4><%=t(:label_actions)%>:</h4>
<%= render :partial => 'customers/actions', locals: {customer: @customer} %>
</div>
</div>
<!-- QBO Info -->
<div class="splitcontent"> <div class="splitcontent">
<div class="splitcontentleft"> <div class="splitcontentleft">
@@ -39,11 +24,7 @@
</div> </div>
<div class="splitcontentleft"> <div class="splitcontentleft">
<h4><%=t(:field_vehicles)%>:</h4> <% call_hook :show_customer_view_right %>
<%= render :partial => 'vehicles/list' %>
<div style="float: right;">
<%= button_to "New Vehicle", new_customer_vehicle_path(@customer), method: :get %>
</div>
</div> </div>
</div> </div>

View File

@@ -1,6 +1,6 @@
<% if @customer.present? %> <% if @customer.present? %>
<% @customer.estimates.order(id: :desc).each do |estimate| %> <% @customer.estimates.order(doc_number: :desc).each do |estimate| %>
<div class="row"> <div class="row">
<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>

View File

@@ -1,22 +1,9 @@
<% if @customer.present? %> <% if @customer.present? %>
<%= form_with(url: invoice_path, method: :get) do |form| %> <% @customer.invoices.order(doc_number: :desc).each do |invoice| %>
<div class="row">
<div class="form-check"> <b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
<%= check_box_tag "select-all-invoices", "1", false, id: "select-all-invoices" %>
<%= label_tag "select-all-invoices", "Select All Invioces" %>
</div> </div>
<hr>
<% @customer.invoices.order(id: :desc).each do |invoice| %>
<div class="row">
<%= check_box_tag "invoice_ids[]", invoice.id, false, class: "invoice-checkbox" %>
<b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
</div>
<% end %>
<%= form.submit "Bulk PDF" %>
<% end %> <% end %>
<% else %> <% else %>

View File

@@ -2,13 +2,14 @@
<label for="issue_customer"><%= t(:customer) %></label> <label for="issue_customer"><%= t(:customer) %></label>
<%= search_customer %> <%= search_customer %>
<%= customer_id %> <%= customer_id %>
<%= link_to t(:label_load_customer), '#', onclick: "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this); return false;" %> <%= link_to_function(t(:label_load_customer), "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)") %>
</p> </p>
<p> <p>
<%= select_estimate %> <%= select_estimate %>
</p> </p>
<p>
<%= vehicle %> <%# <p> %>
</p> <%# <%= call_hook here %> %>
<%# </p> %>

View File

@@ -17,23 +17,6 @@
</div> </div>
<div class="splitcontentleft"> <div class="splitcontentleft">
<div class="vehicle attribute"> <%# call_hook here %>
<div class="label"><span><%=t(:field_vehicle)%></span>:</div>
<div class="value"><%= vehicle %></div>
</div>
<div class="vehicle_vin attribute">
<div class="label"><span><%=t(:field_vin)%></span>:</div>
<div class="value"><%=split_vin[0] if split_vin%><b><%=split_vin[1] if split_vin%></b></div>
</div>
<div class="vehicle_notes attribute">
<div class="label"><span><%=t(:field_notes)%></span>:</div>
<div class="value">
<pre id="note-display" style="text-align: left; white-space: pre-wrap; font-family: inherit; ">
<%=notes%>
</pre>
</div>
</div>
</div> </div>
</div> </div>

View File

@@ -15,7 +15,7 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
<!-- configure the Intuit object: 'grantUrl' is a URL in your application which kicks off the flow, see below --> <!-- configure the Intuit object: 'grantUrl' is a URL in your application which kicks off the flow, see below -->
<script> <script>
intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_authenticate_path %>'}); intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Setting.host_name %>/qbo/authenticate'});
</script> </script>
<table > <table >
@@ -57,13 +57,6 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
</td> </td>
</tr> </tr>
<tr>
<th><%=t(:label_sandbox)%></th>
<td>
<%= check_box_tag 'settings[sandbox]', @settings['sandbox'], @settings['sandbox'] %>
</td>
</tr>
<tr> <tr>
<th><%=t(:label_oauth_expires)%></th> <th><%=t(:label_oauth_expires)%></th>
<td><%= if Qbo.exists? then Qbo.first.oauth2_access_token_expires_at end %> <td><%= if Qbo.exists? then Qbo.first.oauth2_access_token_expires_at end %>

View File

@@ -1,13 +0,0 @@
<!--
The MIT License (MIT)
Copyright (c) 2024 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.
-->
<h2>QboController#webhook</h2>

View File

@@ -1,53 +0,0 @@
<div class="issue">
<div class="splitcontent">
<div class="splitcontentleft">
<h4><%=t(:label_details)%>:</h4>
<table>
<tbody>
<tr>
<th><%= t(:field_customer)%></th>
<td><%= link_to vehicle.customer.name, customer_path(vehicle.customer) %></td>
</tr>
<tr>
<th><%= t(:field_vehicle) %></th>
<td><%= vehicle.to_s %></td>
</tr>
<tr>
<th><%= t(:field_vin) %></th>
<td><%= @vin[0] if @vin %><b><%=@vin[1] if @vin%></b></td>
</tr>
<th><%= t(:label_trim) %></th>
<td><%= vehicle.doors %> <%=t(:label_door) if vehicle.doors? %> <%= vehicle.trim %></td>
</tr>
</tbody>
</table>
</div>
<div class="splitcontentleft">
<h4><%=t(:field_notes)%>:</h4>
<pre id="note-display" style="text-align: left; white-space: pre-wrap; font-family: inherit; ">
<td><%= vehicle.notes %></td>
</pre>
</tr>
<script>
const preElement = document.getElementById('note-display');
// This takes the text, trims the edges, and puts it back
preElement.textContent = preElement.textContent.trim();
</script>
</div>
</div>
</div>
<div style="float: right;">
<%= button_to t(:label_edit), edit_vehicle_path(vehicle), method: :get%>
<%= button_to t(:label_delete), vehicle, method: :delete, data: {confirm: t(:warn_ru_sure)} %>
</div>

View File

@@ -1,56 +0,0 @@
<div class="row">
<div class="span6 columns">
<fieldset>
<%= form_for @vehicle do |f| %>
<div class="clearfix">
<%=t(:field_customer)%>:
<div class="input">
<%= f.autocomplete_field :customer, autocomplete_customer_name_customers_path, :value => @customer.name, :update_elements => {:id => '#customer_id', :value => '#issue_customer'}, :required => true %>
<%= f.hidden_field :customer_id, :id => "customer_id", :value => @customer.id %>
</div>
</div>
<div class="clearfix">
<%=t(:label_year)%>:
<div class="input">
<%= f.number_field :year, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_make)%>:
<div class="input">
<%= f.text_field :make, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_model)%>:
<div class="input">
<%= f.text_field :model, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:field_vin)%>:
<div class="input">
<%= f.text_field :vin , :autofocus => true %>
</div>
</div>
<div class="clearfix">
<%=t(:field_notes)%>:
<div class="input">
<%= f.text_area :notes, :cols => 60, :rows => 10, :no_label => true %>
</div>
</div>
<div class="actions">
<%= f.submit %>
</div>
<% end %>
</fieldset>
</div>
</div>

View File

@@ -1,28 +0,0 @@
<% if @vehicles.present? %>
<% @vehicles.each do |vehicle| %>
<div class="row">
<div>
<b><%= link_to "##{vehicle.id}", vehicle_path(vehicle) %> </b>
</div>
<div>
<%= vehicle.to_s %>
<br/>
<%= vehicle.customer %>
<br/>
<%= vehicle.vin.scan(/.{1,9}/)[0] if vehicle.vin %><b><%=vehicle.vin.scan(/.{1,9}/)[1] if vehicle.vin%></b>
</div>
</div>
<br/>
<% end %>
<div class="actions">
<%= will_paginate @vehicles %>
</div>
<p><%=t(:label_matching)%> <%=@vehicles.count%> <%=t(:field_vehicles) %> </p>
<% else %>
<p><%=t(:label_no_vehicles)%> <%= params[:search] %>.</p>
<% end %>

View File

@@ -1,4 +0,0 @@
<%= form_tag(vehicles_path, :method => "get", id: "search-form") do %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_vin), :autocomplete => "off" %>
<%= submit_tag t(:label_search) %>
<% end %>

View File

@@ -1 +0,0 @@
<option value="<%= vehicle.id %>"><%= vehicle.to_s.titleize %></option>

View File

@@ -1,3 +0,0 @@
<h1><%=t(:label_edit_customer_vehicle)%></h1>
<br/>
<%= render :partial => 'vehicles/form' %>

View File

@@ -1,4 +0,0 @@
<h2><%=t(:label_cusomer_vehicles)%> <span style="float:right"> <%= render :partial => 'vehicles/search' %> </span> </h2>
<br/>
<%= render :partial => 'vehicles/list' %>

View File

@@ -1,3 +0,0 @@
<h2><%=t(:label_new_vehicle)%></h2>
<br/>
<%= render :partial => 'vehicles/form' %>

View File

@@ -1,11 +0,0 @@
<h2><%=t(:field_vehicle)%> #<%=@vehicle.id%></h2>
<%= render :partial => 'vehicles/details', locals: {vehicle: @vehicle} %>
<h3><%=@issues.open.count%> <%=t(:label_open_issues)%></h3>
<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%></h3>
<%= render :partial => 'issues/list_simple', locals: {issues: (@closed_issues)} %>

View File

@@ -1,10 +1,5 @@
$(function() { $(function() {
$("input#issue_customer_id").on("change", function() { $("input#issue_customer_id").on("change", function() {
$.ajax({
url: "/filter_vehicles_by_customer",
type: "GET",
data: { selected_customer: $("input#issue_customer_id").val() }
});
$.ajax({ $.ajax({
url: "/filter_estimates_by_customer", url: "/filter_estimates_by_customer",
@@ -13,11 +8,4 @@ $(function() {
}); });
}); });
$("input#project_customer_id").on("change", function() {
$.ajax({
url: "/filter_vehicles_by_customer",
type: "GET",
data: { selected_customer: $("input#project_customer_id").val() }
});
});
}); });

View File

@@ -1,17 +0,0 @@
document.addEventListener('DOMContentLoaded', () => {
const select_all_invoice = document.getElementById('select-all-invoices');
const invoices = document.querySelectorAll('.invoice-checkbox');
if (select_all_invoice) {
select_all_invoice.addEventListener('change', (e) => {
invoices.forEach(item => item.checked = e.target.checked);
});
}
invoices.forEach(item => {
item.addEventListener('change', () => {
const allChecked = Array.from(invoices).every(i => i.checked);
select_all_invoice.checked = allChecked;
});
});
});

View File

@@ -16,9 +16,6 @@ en:
field_employee: "Employee" field_employee: "Employee"
field_invoice: "Invoice" field_invoice: "Invoice"
field_estimate: "Estimate" field_estimate: "Estimate"
field_vehicles: "Vehicles"
field_vehicle: "Vehicle"
field_vin: "VIN"
field_notes: "Notes" field_notes: "Notes"
field_billed: "Billed" field_billed: "Billed"
label_week: "Week" label_week: "Week"
@@ -31,13 +28,8 @@ en:
label_year: "Year" label_year: "Year"
label_make: " Make" label_make: " Make"
label_model: "Model" label_model: "Model"
label_no_vehicles: "There are no vehicles containing the term(s)"
label_no_customers: "There are no customers containing the term(s)" label_no_customers: "There are no customers containing the term(s)"
label_matching: "Matching " label_matching: "Matching "
label_search_vin: "Search Vehicles by VIN"
label_edit_customer_vehicle: "Edit Customer Vehicle"
label_cusomer_vehicles: "Customer Vehicles"
label_new_vehicle: "New Customer Vehicle"
label_open_issues: "Open Issues" label_open_issues: "Open Issues"
label_closed_issues: "Closed Issues" label_closed_issues: "Closed Issues"
label_sync: "Sync" label_sync: "Sync"
@@ -88,9 +80,4 @@ en:
label_qbo_sync_success: "Successfully synced to Quickbooks" label_qbo_sync_success: "Successfully synced to Quickbooks"
label_hours: "Hours" 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_appointment: "Add Appointment"
label_actions: "Actions"
label_create_estimate: "Create Estimate"
label_syncing: "Syncing Quickbooks"
label_sandbox: "Sandbox"

View File

@@ -31,15 +31,9 @@ get 'customers/view/:token', :to => 'customers#view', as: :view
get 'customers/share/:id', :to => 'customers#share', as: :share get 'customers/share/:id', :to => 'customers#share', as: :share
#java script routes #java script routes
get 'filter_vehicles_by_customer' => 'customers#filter_vehicles_by_customer'
get 'filter_estimates_by_customer' => 'customers#filter_estimates_by_customer' get 'filter_estimates_by_customer' => 'customers#filter_estimates_by_customer'
get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer' get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer'
# Nest Vehicles under customers
resources :customers do resources :customers do
resources :vehicles
get :autocomplete_customer_name, :on => :collection get :autocomplete_customer_name, :on => :collection
end end
#allow for just vehicles too
resources :vehicles

View File

@@ -1,24 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 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 CreateVehicles < ActiveRecord::Migration[5.1]
def change
create_table :vehicles do |t|
t.integer :year
t.string :make
t.string :model
t.string :vin
t.text :notes
end
add_reference :vehicles, :qbo_customer, index: true
end
end

View File

@@ -1,15 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 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 UpdateIssuesWithVehicles < ActiveRecord::Migration[5.1]
def change
add_reference :issues, :vehicles, index: true
end
end

View File

@@ -1,15 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 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 UpdateVehicles < ActiveRecord::Migration[5.1]
def change
add_column :vehicles, :name, :text
end
end

View File

@@ -12,6 +12,5 @@ class QbocustomersToCustomers< ActiveRecord::Migration[5.1]
def change def change
rename_table :qbo_customers, :customers rename_table :qbo_customers, :customers
rename_column :issues, :qbo_customer_id, :customer_id rename_column :issues, :qbo_customer_id, :customer_id
rename_column :vehicles, :qbo_customer_id, :customer_id
end end
end end

View File

@@ -11,6 +11,5 @@
class UpdateProjects < ActiveRecord::Migration[5.1] class UpdateProjects < ActiveRecord::Migration[5.1]
def change def change
add_reference :projects, :customer, index: true add_reference :projects, :customer, index: true
add_reference :projects, :vehicle, index: true
end end
end end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 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: #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:
# #
@@ -9,46 +9,41 @@
#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. #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 AddTxnDates < ActiveRecord::Migration[5.1] class AddTxnDates < ActiveRecord::Migration[5.1]
def change def change
begin add_column :qbo_invoices, :txn_date, :date
add_column :qbo_invoices, :txn_date, :date add_column :qbo_estimates, :txn_date, :date
add_column :qbo_estimates, :txn_date, :date
reversible do |direction| reversible do |direction|
direction.up { direction.up {
break unless Qbo.first break unless Qbo.first
QboEstimate.reset_column_information QboEstimate.reset_column_information
QboInvoice.reset_column_information QboInvoice.reset_column_information
say "Sync Estimates" say "Sync Estimates"
QboEstimate.sync QboEstimate.sync
say "Sync Invoices" say "Sync Invoices"
qbo = Qbo.first qbo = Qbo.first
invoices = qbo.perform_authenticated_request do |access_token| invoices = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token) service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all service.all
end end
return unless invoices return unless invoices
invoices.each { |invoice| invoices.each { |invoice|
# Load the invoice into the database # Load the invoice into the database
qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id) qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
qbo_invoice.doc_number = invoice.doc_number qbo_invoice.doc_number = invoice.doc_number
qbo_invoice.id = invoice.id qbo_invoice.id = invoice.id
qbo_invoice.customer_id = invoice.customer_ref qbo_invoice.customer_id = invoice.customer_ref
qbo_invoice.txn_date = invoice.txn_date qbo_invoice.txn_date = invoice.txn_date
qbo_invoice.save! qbo_invoice.save!
}
} }
end }
rescue
logger.error "AddTxnDates Failed"
end end
end end

View File

@@ -1,33 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2024 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 UpdateVehiclesTrim < ActiveRecord::Migration[5.1]
def change
begin
add_column :vehicles, :doors, :text
add_column :vehicles, :trim, :text
reversible do |direction|
direction.up {
# Update local vehicle database by forcing a save, look at before_save
vehicles = Vehicle.all
vehicles.each { |vehicle|
vehicle.save!
}
}
end
rescue
logger.error "Failed to update vehicles"
end
end
end

29
init.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2016-2026 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: #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:
# #
@@ -8,28 +8,37 @@
# #
#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. #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.
# Dynamically load all Hooks & Patches
ActiveSupport::Reloader.to_prepare do
Dir::foreach(File.join(File.dirname(__FILE__), 'lib')) do |file|
next unless /\.rb$/ =~ file
require_dependency file
end
end
Redmine::Plugin.register :redmine_qbo do Redmine::Plugin.register :redmine_qbo do
# About # About
name 'Redmine Quickbooks Online plugin' name 'Redmine Quickbooks Online plugin'
author 'Rick Barrette' 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' description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
version '2026.1.0' version '2.0.2'
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'
requires_redmine :version_or_higher => '6.1.0' requires_redmine :version_or_higher => '5.1.0'
# Add safe attributes for core models # Add safe attributes for core models
Issue.safe_attributes 'customer_id' Issue.safe_attributes 'customer_id'
Issue.safe_attributes 'item_id' Issue.safe_attributes 'item_id'
Issue.safe_attributes 'estimate_id' Issue.safe_attributes 'estimate_id'
Issue.safe_attributes 'invoice_id' Issue.safe_attributes 'invoice_id'
Issue.safe_attributes 'vehicles_id'
User.safe_attributes 'employee_id' User.safe_attributes 'employee_id'
TimeEntry.safe_attributes 'billed' TimeEntry.safe_attributes 'billed'
Project.safe_attributes 'customer_id' Project.safe_attributes 'customer_id'
Project.safe_attributes 'vehicle_id'
# We are playing in the sandbox
#Quickbooks.sandbox_mode = true
# set per_page globally # set per_page globally
WillPaginate.per_page = 20 WillPaginate.per_page = 20
@@ -37,16 +46,8 @@ Redmine::Plugin.register :redmine_qbo do
# Permissions for security # Permissions for security
permission :view_customers, :customers => :index, :public => false permission :view_customers, :customers => :index, :public => false
permission :add_customers, :customers => :new, :public => false permission :add_customers, :customers => :new, :public => false
permission :view_vehicles, :vehicles => :new, :public => false
# Register top menu items # Register top menu items
menu :top_menu, :customers, { :controller => :customers, :action => :index }, :caption => 'Customers', :if => Proc.new {User.current.logged?} menu :top_menu, :customers, { :controller => :customers, :action => :index }, :caption => 'Customers', :if => Proc.new {User.current.logged?}
menu :top_menu, :vehicles, { :controller => :vehicles, :action => :index }, :caption => 'Vehicles', :if => Proc.new { User.current.logged? }
end end
# Dynamically load all Hooks & Patches
Dir::foreach(File.join(File.dirname(__FILE__), 'lib')) do |file|
next unless file.end_with?('.rb')
require_relative "lib/#{file.delete_suffix(".rb") }"
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 rick barrette #Copyright (c) 2022 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: #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:
# #
@@ -15,6 +15,7 @@ module AttachmentsControllerPatch
def self.included(base) def self.included(base)
base.class_eval do base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
# check if login is globally required to access the application # check if login is globally required to access the application
def check_if_login_required def check_if_login_required

View File

@@ -8,6 +8,11 @@
# #
#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. #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 HeaderFooterHookListener < Redmine::Hook::ViewListener class HeaderFooterHookListener < Redmine::Hook::ViewListener
def view_layouts_base_html_head(context = {})
#nothing
end
def view_layouts_base_body_bottom(context = {}) def view_layouts_base_body_bottom(context = {})
return "<div id='footer' align='center'><b>#{I18n.translate(:label_last_sync)}: </b> #{Qbo.last_sync if Qbo.exists?}</div>" return "<div id='footer' align='center'><b>#{I18n.translate(:label_last_sync)}: </b> #{Qbo.last_sync if Qbo.exists?}</div>"
end end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 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: #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:
# #
@@ -21,11 +21,11 @@ module IssuePatch
# Same as typing in the class # Same as typing in the class
base.class_eval do base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
belongs_to :customer, primary_key: :id belongs_to :customer, primary_key: :id
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
belongs_to :vehicle, primary_key: :id
end end
end end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 rick barrette #Copyright (c) 2022 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: #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:
# #
@@ -23,6 +23,7 @@ module IssuesControllerPatch
def self.included(base) def self.included(base)
base.class_eval do base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
helper Helper helper Helper
end end

View File

@@ -10,6 +10,13 @@
class IssuesFormHookListener < Redmine::Hook::ViewListener class IssuesFormHookListener < Redmine::Hook::ViewListener
# Load the javascript to support the autocomplete forms
def view_layouts_base_html_head(context = {})
js = javascript_include_tag 'application', :plugin => 'redmine_qbo'
js += javascript_include_tag 'autocomplete-rails', :plugin => 'redmine_qbo'
return js
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={})
@@ -19,13 +26,11 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
# This is done to preload customer information if the entire project is dedicated to a customer # This is done to preload customer information if the entire project is dedicated to a customer
if context[:project] if context[:project]
selected_customer = context[:project].customer ? context[:project].customer.id : nil selected_customer = context[:project].customer ? context[:project].customer.id : nil
selected_vehicle = context[:project].vehicle ? context[:project].vehicle.id : nil
end end
# Check to see if the issue already belongs to a customer # Check to see if the issue already belongs to a customer
selected_customer = context[:issue].customer ? context[:issue].customer.id : nil selected_customer = context[:issue].customer ? context[:issue].customer.id : nil
selected_estimate = context[:issue].estimate ? context[:issue].estimate.id : nil selected_estimate = context[:issue].estimate ? context[:issue].estimate.id : nil
selected_vehicle = context[:issue].vehicles_id ? context[:issue].vehicles_id : nil
# Load customer information # Load customer information
customer = Customer.find_by_id(selected_customer) if selected_customer customer = Customer.find_by_id(selected_customer) if selected_customer
@@ -45,22 +50,15 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
:id => "issue_customer_id", :id => "issue_customer_id",
:onchange => "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)" :onchange => "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)"
# Load estimates & vehicles # Load estimates
if context[:issue].customer if context[:issue].customer
if customer.vehicles
vehicles = customer.vehicles.pluck(:name, :id)
else
vehicles = [nil].compact
end
estimates = customer.estimates.pluck(:doc_number, :id).sort! {|x, y| y <=> x} estimates = customer.estimates.pluck(:doc_number, :id).sort! {|x, y| y <=> x}
else else
vehicles = [nil].compact
estimates = [nil].compact estimates = [nil].compact
end end
# Generate the drop down list of quickbooks estimates & vehicles # Generate the drop down list of quickbooks estimates
select_estimate = f.select :estimate_id, estimates, :selected => selected_estimate, include_blank: true select_estimate = f.select :estimate_id, estimates, :selected => selected_estimate, include_blank: true
vehicle = f.select :vehicles_id, vehicles, :selected => selected_vehicle, include_blank: true
# Pass all prebuilt form components to our partial # Pass all prebuilt form components to our partial
context[:controller].send(:render_to_string, { context[:controller].send(:render_to_string, {
@@ -70,7 +68,6 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
customer_id: customer_id, customer_id: customer_id,
context: context, context: context,
select_estimate: select_estimate, select_estimate: select_estimate,
vehicle: vehicle
} }
} }
) )

View File

@@ -35,27 +35,13 @@ class IssuesShowHookListener < Redmine::Hook::ViewListener
invoice_link = invoice_link.html_safe invoice_link = invoice_link.html_safe
end end
end end
begin
v = Vehicle.find(issue.vehicles_id)
vehicle = link_to v.to_s, vehicle_path( v.id )
vin = v.vin
notes = v.notes
rescue
#do nothing
end
split_vin = vin.scan(/.{1,9}/) if vin
context[:controller].send(:render_to_string, { context[:controller].send(:render_to_string, {
:partial => 'issues/show_details', :partial => 'issues/show_details',
locals: { locals: {
customer: customer, customer: customer,
estimate_link: estimate_link, estimate_link: estimate_link,
invoice_link: invoice_link, invoice_link: invoice_link
vehicle: vehicle,
split_vin: split_vin,
notes: notes
} }
}) })
end end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 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: #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:
# #
@@ -16,8 +16,10 @@ module PdfPatch
def self.included(base) def self.included(base)
base.send(:include, InstanceMethods) base.send(:include, InstanceMethods)
base.class_eval do base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
alias_method :issue_to_pdf, :issue_to_pdf_with_patch alias_method :issue_to_pdf, :issue_to_pdf_with_patch
alias_method :issue_to_pdf_with_patch, :issue_to_pdf alias_method :issue_to_pdf_with_patch, :issue_to_pdf
end end
end end
@@ -53,16 +55,10 @@ module PdfPatch
left << [l(:field_priority), issue.priority] left << [l(:field_priority), issue.priority]
left << [l(:field_customer), customer] left << [l(:field_customer), customer]
left << [l(:field_assigned_to), issue.assigned_to] unless issue.disabled_core_fields.include?('assigned_to_id') left << [l(:field_assigned_to), issue.assigned_to] unless issue.disabled_core_fields.include?('assigned_to_id')
#left << [l(:field_category), issue.category] unless issue.disabled_core_fields.include?('category_id')
#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 }
v = Vehicle.find_by_id(issue.vehicles_id) left = left + context.first unless context.nil?
vehicle = v ? v.to_s : nil
vin = v ? v.vin : nil
notes = v ? v.notes : nil
left << [l(:field_vehicles), vehicle]
left << [l(:field_vin), vin ? vin.gsub(/(.{9})/, '\1 ') : nil]
#left << [l(:field_notes), notes]
right = [] right = []
right << [l(:field_start_date), format_date(issue.start_date)] unless issue.disabled_core_fields.include?('start_date') right << [l(:field_start_date), format_date(issue.start_date)] unless issue.disabled_core_fields.include?('start_date')
@@ -70,7 +66,10 @@ module PdfPatch
right << [l(:field_done_ratio), "#{issue.done_ratio}%"] unless issue.disabled_core_fields.include?('done_ratio') right << [l(:field_done_ratio), "#{issue.done_ratio}%"] unless issue.disabled_core_fields.include?('done_ratio')
right << [l(:field_estimated_hours), l_hours(issue.estimated_hours)] unless issue.disabled_core_fields.include?('estimated_hours') right << [l(:field_estimated_hours), l_hours(issue.estimated_hours)] unless issue.disabled_core_fields.include?('estimated_hours')
right << [l(:label_spent_time), l_hours(issue.total_spent_hours)] if User.current.allowed_to?(:view_time_entries, issue.project) right << [l(:label_spent_time), l_hours(issue.total_spent_hours)] if User.current.allowed_to?(:view_time_entries, issue.project)
right << [l(:field_notes), notes]
logger.debug "Calling :pdf_right hook"
context = Redmine::Hook.call_hook :pdf_right, { array: right, issue: issue }
right = right + context.first unless context.nil?
rows = left.size > right.size ? left.size : right.size rows = left.size > right.size ? left.size : right.size
while left.size < rows while left.size < rows

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 rick barrette #Copyright (c) 2017 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: #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:
# #
@@ -21,8 +21,8 @@ module ProjectPatch
# Same as typing in the class # Same as typing in the class
base.class_eval do base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
belongs_to :customer, primary_key: :id belongs_to :customer, primary_key: :id
belongs_to :vehicle, primary_key: :id
end end
end end
end end

View File

@@ -16,21 +16,12 @@ class ProjectsFormHookListener < Redmine::Hook::ViewListener
# 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_customer = context[:project].customer ? context[:project].customer : nil selected_customer = context[:project].customer ? context[:project].customer : nil
selected_vehicle = context[:project].vehicle_id ? context[:project].vehicle_id : nil
# Load customer information # Load customer information
customer = Customer.find_by_id(selected_customer) if selected_customer 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'} 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" customer_id = f.hidden_field :customer_id, :id => "project_customer_id"
if context[:project].customer return "<p><label for=\"project_customer\">Customer</label>#{search_customer} #{customer_id}</p>"
vehicles = customer.vehicles.pluck(:name, :id).sort!
else
vehicles = [nil].compact
end
vehicle = f.select :vehicle_id, vehicles, :selected => selected_vehicle, include_blank: true
return "<p><label for=\"project_customer\">Customer</label>#{search_customer} #{customer_id}</p> <p>#{vehicle}</p>"
end end
end end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT) #The MIT License (MIT)
# #
#Copyright (c) 2024 rick barrette #Copyright (c) 2022 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: #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:
# #
@@ -20,6 +20,7 @@ module UserPatch
# Same as typing in the class # Same as typing in the class
base.class_eval do base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
belongs_to :employee, primary_key: :id belongs_to :employee, primary_key: :id
end end
end end

View File

@@ -1,21 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 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 ViewLayoutsHookListener < Redmine::Hook::ViewListener
# Load the javascript to support the autocomplete forms
def view_layouts_base_html_head(context = {})
js = javascript_include_tag 'application.js', :plugin => 'redmine_qbo'
js += javascript_include_tag 'autocomplete-rails.js', :plugin => 'redmine_qbo'
js += javascript_include_tag 'checkbox_controller.js', :plugin => 'redmine_qbo'
return js
end
end