13 Commits

Author SHA1 Message Date
f0a3b0193c Development mode
Use the QBO sandbox & Display DEVEOMPENT in the plugin name
2025-06-18 08:30:21 -04:00
a531ef4f87 Added hour totals to customer job history 2023-01-14 06:20:41 -05:00
1fae647381 Merge branch 'master' into dev 2022-03-19 05:49:54 -04:00
d1764e2203 Removed Comment 2022-03-19 05:49:18 -04:00
f830881883 Don't need to pass customer, only issue 2022-03-17 06:52:46 -04:00
fb87e8a33a Added hook :show_issue_view_right 2022-03-17 06:45:57 -04:00
8bdec410c4 Fixed render of hook :show_customer_view_right 2022-03-17 06:12:35 -04:00
dec9eee90b Merge branch 'master' into dev 2022-03-15 12:29:11 -04:00
2745ecf242 Added call_hook :show_customer_view_right 2022-03-14 07:52:33 -04:00
13472c3b3a Remove nhtsa_vin gem 2022-03-14 07:26:07 -04:00
b686110145 Initial Vehicle Delete 2022-03-14 07:22:43 -04:00
d91e7892c3 Added PDF hooks 2022-03-13 22:36:34 -04:00
f26224de56 Created hook process_invoice_custom_fields 2022-03-13 20:06:13 -04:00
59 changed files with 378 additions and 1125 deletions

View File

@@ -1,9 +1,8 @@
source 'https://rubygems.org'
gem 'quickbooks-ruby'
gem 'oauth2'
gem 'oauth2', '1.4.7'
gem 'roxml'
gem 'nhtsa_vin'
gem 'will_paginate'
gem 'rails-jquery-autocomplete'
gem 'jquery-ui-rails'

View File

@@ -1,6 +1,6 @@
The MIT License (MIT)
Copyright (c) 2016 - 2024 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

View File

@@ -8,10 +8,7 @@ The goal of this project is to allow Redmine to connect with Quickbooks Online t
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
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
Use tags Version 1.0.0+ for Redmine 4+ and Version 0.8.1 for Redine 3
#### Features
* Issues can be assigned to a Customer via drop down in the edit Issue form
@@ -65,7 +62,6 @@ Note: After the inital synchronization, this plugin will recieve push notificati
## TODO
* Add Setting for Sandbox Mode
* Seperate Vehicles into a seperate plugin (I use redmine for my automotive shop management 😉)
* MORE Stuff as I make it up...
## License

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@@ -1,6 +1,6 @@
#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:
#
@@ -10,6 +10,7 @@
# This controller class will handle map management
class CustomersController < ApplicationController
unloadable
include AuthHelper
helper :issues
@@ -35,13 +36,7 @@ class CustomersController < ApplicationController
autocomplete :customer, :name, :full => true, :extra_data => [:id]
def allowed_params
params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
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])
params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number)
end
# getter method for a customer's invoices
@@ -87,7 +82,6 @@ class CustomersController < ApplicationController
def show
begin
@customer = Customer.find_by_id(params[:id])
@vehicles = @customer.vehicles.paginate(:page => params[:page])
@issues = @customer.issues.order(id: :desc)
@billing_address = address_to_s(@customer.billing_address)
@shipping_address = address_to_s(@customer.shipping_address)
@@ -114,7 +108,7 @@ class CustomersController < ApplicationController
def update
begin
@customer = Customer.find_by_id(params[:id])
if @customer.update(allowed_params)
if @customer.update_attributes(allowed_params)
flash[:notice] = "Customer updated"
redirect_to @customer
else
@@ -141,7 +135,7 @@ class CustomersController < ApplicationController
def share
Thread.new do
logger.info "Removing expired customer tokens"
logger.debug "Removing expired customer tokens"
CustomerToken.remove_expired_tokens
ActiveRecord::Base.connection.close
end
@@ -217,14 +211,14 @@ class CustomersController < ApplicationController
# format a quickbooks address to a human readable string
def address_to_s (address)
return if address.nil?
string = address.line1 if address.line1
string = address.line1
string << "\n" + address.line2 if address.line2
string << "\n" + address.line3 if address.line3
string << "\n" + address.line4 if address.line4
string << "\n" + address.line5 if address.line5
string << " " + address.city if address.city
string << ", " + address.country_sub_division_code if address.country_sub_division_code
string << " " + address.postal_code if address.postal_code
string << " " + address.city
string << ", " + address.country_sub_division_code
string << " " + address.postal_code
return string
end

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@@ -1,6 +1,6 @@
#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:
#
@@ -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.
class EstimateController < ApplicationController
unloadable
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? }
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_doc_number(params[:search]) if params[:search]
return estimate

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -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.
class InvoiceController < ApplicationController
unloadable
include AuthHelper
@@ -19,13 +20,10 @@ class InvoiceController < ApplicationController
#
def show
begin
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
invoice = service.fetch_by_id(params[:id])
@pdf = service.pdf(invoice)
send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
end
base = Invoice.get_base
invoice = base.fetch_by_id(params[:id])
@pdf = base.pdf(invoice)
send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
rescue
redirect_to :back, :flash => { :error => "Invoice not found" }
end

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -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.
class QboController < ApplicationController
unloadable
require 'openssl'
@@ -25,10 +26,9 @@ class QboController < ApplicationController
# Called when the user requests that Redmine to connect to QBO
#
def authenticate
redirect_uri = "https://" + Setting.host_name + qbo_oauth_callback_path
logger.info "redirect_uri: " + redirect_uri
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")
oauth2_client = Qbo.get_client
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
end
@@ -37,9 +37,9 @@ class QboController < ApplicationController
#
def oauth_callback
if params[:state].present?
oauth2_client = Qbo.construct_oauth2_client
oauth2_client = Qbo.get_client
# use the state value to retrieve from your backend any information you need to identify the customer in your system
redirect_uri = "https://" + 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)
# Remove the last authentication information
@@ -47,8 +47,12 @@ class QboController < ApplicationController
# Save the authentication information
qbo = Qbo.new
qbo.update(oauth2_access_token: resp.token, oauth2_refresh_token: resp.refresh_token, realm_id: params[:realmId])
qbo.refresh_token!
qbo.company_id = params[:realmId]
# Generate Access Token & Serialize it into the database
access_token = OAuth2::AccessToken.new(oauth2_client, resp.token, refresh_token: resp.refresh_token)
qbo.token = access_token.to_hash
qbo.expire = 1.hour.from_now.utc
if qbo.save!
redirect_to qbo_sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
@@ -84,48 +88,46 @@ class QboController < ApplicationController
# proceed if the request is good
if hash.eql? signature
Thread.new do
if request.headers['content-type'] == 'application/json'
data = JSON.parse(data)
else
# application/x-www-form-urlencoded
data = params.as_json
end
# Process the information
entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
entities.each do |entity|
id = entity['id'].to_i
name = entity['name']
if request.headers['content-type'] == 'application/json'
data = JSON.parse(data)
else
# application/x-www-form-urlencoded
data = params.as_json
end
# Process the information
entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
entities.each do |entity|
id = entity['id'].to_i
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"
# 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"
#Check to see if we are deleting a record
if entity['operation'].eql? "Delete"
obj.destroy(id)
#if not then update!
else
begin
obj.sync_by_id(id)
rescue => e
logger.error "Failed to call sync_by_id on obj"
logger.error e.message
logger.error e.backtrace.join("\n")
end
#if not then update!
else
begin
obj.sync_by_id(id)
rescue => e
logger.error "Failed to call sync_by_id on obj"
logger.error e.message
logger.error e.backtrace.join("\n")
end
end
# Record that last time we updated
Qbo.update_time_stamp
ActiveRecord::Base.connection.close
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
render :nothing => true, status: 200
render :nothing => true
else
render nothing: true, status: 400
end
@@ -143,6 +145,7 @@ class QboController < ApplicationController
if Qbo.exists?
Customer.sync
Invoice.sync
QboItem.sync
Employee.sync
Estimate.sync
@@ -152,6 +155,6 @@ class QboController < ApplicationController
ActiveRecord::Base.connection.close
end
redirect_to :home, :flash => { :notice => "Syncing Quickbooks" }
redirect_to :home, :flash => { :notice => "Successfully synced to Quickbooks" }
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

@@ -13,7 +13,7 @@ module AuthHelper
def require_user
return unless session[:token].nil?
if !User.current.logged?
render_403
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
end
end
@@ -27,14 +27,14 @@ module AuthHelper
def check_permission(permission)
if !allowed_to?(permission)
render_403
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
end
end
def global_check_permission(permission)
if !globaly_allowed_to?(permission)
render_403
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
end
end

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@@ -1,83 +0,0 @@
#The MIT License (MIT)
#
#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:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
module QuickbooksOauth
extend ActiveSupport::Concern
OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
#== Instance Methods
def perform_authenticated_request(&block)
attempts = 0
begin
yield oauth_access_token
rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
Rails.logger.error("QuickbooksOauth.perform: #{ex.message}")
# to prevent an infinite loop here keep a counter and bail out after N times...
attempts += 1
raise "QuickbooksOauth:ExceededAuthAttempts" if attempts >= 3
# check if its an invalid_grant first, but assume it is for now
refresh_token!
retry
end
end
def refresh_token!
Rails.logger.info("QuickbooksOauth.refresh_token!")
t = oauth_access_token
refreshed = t.refresh!
if refreshed.params['x_refresh_token_expires_in'].to_i > 0
oauth2_refresh_token_expires_at = Time.now + refreshed.params['x_refresh_token_expires_in'].to_i.seconds
else
oauth2_refresh_token_expires_at = 100.days.from_now
end
Rails.logger.info("QuickbooksOauth.refresh_token!: #{oauth2_refresh_token_expires_at}")
update!(
oauth2_access_token: refreshed.token,
oauth2_access_token_expires_at: Time.at(refreshed.expires_at),
oauth2_refresh_token: refreshed.refresh_token,
oauth2_refresh_token_expires_at: oauth2_refresh_token_expires_at
)
end
def oauth_client
self.class.construct_oauth2_client
end
def oauth_access_token
OAuth2::AccessToken.new(oauth_client, oauth2_access_token, refresh_token: oauth2_refresh_token)
end
def consumer
oauth_access_token
end
module ClassMethods
def construct_oauth2_client
options = {
site: "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"
}
OAuth2::Client.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, options)
end
end
end

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@@ -1,6 +1,6 @@
#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:
#
@@ -9,20 +9,20 @@
#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
unloadable
has_many :issues
has_many :purchases
has_many :invoices
has_many :estimates
has_many :vehicles
validates_presence_of :id, :name
self.primary_key = :id
# returns a human readable string
def to_s
return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
return name
end
# Convenience Method
@@ -86,13 +86,6 @@ class Customer < ActiveRecord::Base
#update our locally stored number too
update_mobile_phone_number
end
# Convenience Method
# Sets the notes
def notes=(s)
pull unless @details
@details.notes = s
end
# update the localy stored phone number as a plain string with no special chars
def update_phone_number
@@ -141,28 +134,28 @@ class Customer < ActiveRecord::Base
# proforms a bruteforce sync operation
# This needs to be simplified
def self.sync
service = Qbo.get_base(:customer)
# Sync ALL customers if the database is empty
qbo = Qbo.first
customers = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all
end
#if count == 0
customers = service.all
#else
# last = Qbo.first.last_sync
# query = "Select Id, DisplayName From Customer"
# query << " Where Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
# customers = service.query(query)
#end
return unless customers
customers.each do |c|
logger.info "Processing customer #{c.id}"
customer = Customer.find_or_create_by(id: c.id)
if c.active?
#if not customer.name.eql? c.display_name
customer.name = c.display_name
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?
customers.each do |customer|
customer = Customer.find_or_create_by(id: customer.id)
if customer.active?
if not customer.name.eql? customer.display_name
customer.name = customer.display_name
customer.id = customer.id
customer.save_without_push
#end
end
else
if not c.new_record?
if not customer.new_record?
customer.delete
end
end
@@ -178,23 +171,16 @@ class Customer < ActiveRecord::Base
# proforms a bruteforce sync operation
# This needs to be simplified
def self.sync_by_id(id)
qbo = Qbo.first
c = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(id)
end
service = Qbo.get_base(:customer)
return unless c
customer = Customer.find_or_create_by(id: c.id)
if c.active?
#if not customer.name.eql? c.display_name
customer.name = c.display_name
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 = service.fetch_by_id(id)
customer = Customer.find_or_create_by(id: customer.id)
if customer.active?
if not customer.name.eql? customer.display_name
customer.name = customer.display_name
customer.id = customer.id
customer.save_without_push
#end
end
else
if not customer.new_record?
customer.delete
@@ -205,11 +191,7 @@ class Customer < ActiveRecord::Base
# Push the updates
def save_with_push
begin
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
service.update(@details)
end
@details = Qbo.get_base(:customer).update(@details)
#raise "QBO Fault" if @details.fault?
self.id = @details.id
rescue Exception => e
@@ -227,11 +209,7 @@ class Customer < ActiveRecord::Base
def pull
begin
raise Exception unless self.id
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(self.id)
end
@details = Qbo.get_base(:customer).fetch_by_id(self.id)
rescue Exception => e
@details = Quickbooks::Model::Customer.new
end

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -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.
class CustomerToken < ActiveRecord::Base
unloadable
has_many :issues
validates_presence_of :issue_id
before_create :generate_token, :generate_expire_date

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -9,39 +9,30 @@
#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
unloadable
has_many :users
validates_presence_of :id, :name
def self.get_base
Qbo.get_base(:employee)
end
def self.sync
qbo = Qbo.first
employees = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all
end
return unless employees
employees = get_base.all
transaction do
# Update the item table
employees.each { |e|
logger.info "Processing employee #{e.id}"
employee = find_or_create_by(id: e.id)
employee.name = e.display_name
employee.id = e.id
employees.each { |employee|
employee = find_or_create_by(id: employee.id)
employee.name = employee.display_name
employee.id = employee.id
employee.save!
}
end
end
def self.sync_by_id(id)
qbo = Qbo.first
employee = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(id)
end
return unless employee
employee = get_base.fetch_by_id(id)
employee = find_or_create_by(id: employee.id)
employee.name = employee.display_name
employee.id = employee.id

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -9,23 +9,22 @@
#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
unloadable
has_and_belongs_to_many :issues
belongs_to :customer
validates_presence_of :doc_number, :id
self.primary_key = :id
# return the QBO Estimate service
def self.get_base
Qbo.get_base(:estimate)
end
# sync all estimates
def self.sync
logger.info "Syncing ALL estimates"
qbo = Qbo.first
estimates = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all
end
return unless estimates
logger.debug "Syncing ALL estimates"
estimates = get_base.all
estimates.each { |estimate|
process_estimate(estimate)
}
@@ -36,60 +35,36 @@ class Estimate < ActiveRecord::Base
# sync only one estimate
def self.sync_by_id(id)
logger.info "Syncing estimate #{id}"
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.fetch_by_id(id))
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
logger.debug "Syncing estimate #{id}"
process_estimate(get_base.fetch_by_id(id))
end
# update an estimate
def self.update(id)
# Update the item table
qbo = Qbo.first
estimate = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(id)
end
return unless estimate
e = find_or_create_by(id: id)
e.doc_number = estimate.doc_number
e.txn_date = estimate.txn_date
e.save!
estimate = get_base.fetch_by_id(id)
estimate = find_or_create_by(id: id)
estimate.doc_number = estimate.doc_number
estimate.txn_date = estimate.txn_date
estimate.save!
end
# process an estimate into the database
def self.process_estimate(qbo_estimate)
logger.info "Processing estimate #{qbo_estimate.id}"
estimate = find_or_create_by(id: qbo_estimate.id)
estimate.doc_number = qbo_estimate.doc_number
estimate.customer_id = qbo_estimate.customer_ref.value
estimate.id = qbo_estimate.id
estimate.txn_date = qbo_estimate.txn_date
def self.process_estimate(estimate)
logger.info "Processing estimate #{estimate.id}"
estimate = find_or_create_by(id: estimate.id)
estimate.doc_number = estimate.doc_number
estimate.customer_id = estimate.customer_ref.value
estimate.id = estimate.id
estimate.txn_date = estimate.txn_date
estimate.save!
end
# download the pdf from quickbooks
def pdf
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
estimate = service.fetch_by_id(id)
service.pdf(estimate)
end
base = Estimate.get_base
estimate = base.fetch_by_id(id)
return base.pdf(estimate)
end
# Magic Method
@@ -116,11 +91,7 @@ class Estimate < ActiveRecord::Base
def pull
begin
raise Exception unless self.id
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
service(:estimate).fetch_by_id(self.id)
end
@details = Qbo.get_base(:estimate).fetch_by_id(self.id)
rescue Exception => e
@details = Quickbooks::Model::Estimate.new
end

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -9,15 +9,20 @@
#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
unloadable
has_and_belongs_to_many :issues
belongs_to :customer
validates_presence_of :doc_number, :id, :customer_id, :txn_date
self.primary_key = :id
# Get the quickbooks-ruby base for invoice
def self.get_base
Qbo.get_base(:invoice)
end
# sync ALL the invoices
def self.sync
logger.info "Syncing all invoices"
logger.debug "Syncing all invoices"
last = Qbo.first.last_sync
query = "SELECT Id, DocNumber FROM Invoice"
@@ -25,13 +30,11 @@ class Invoice < ActiveRecord::Base
# TODO actually do something with the above query
# .all() is never called since count is never initialized
qbo = Qbo.first
invoices = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all
if count == 0
invoices = get_base.all
else
invoices = get_base.query()
end
return unless invoices
invoices.each { | invoice |
process_invoice invoice
@@ -40,13 +43,9 @@ class Invoice < ActiveRecord::Base
#sync by invoice ID
def self.sync_by_id(id)
logger.info "Syncing invoice #{id}"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
invoice = service.fetch_by_id(id)
process_invoice invoice
end
logger.debug "Syncing invoice #{id}"
invoice = get_base.fetch_by_id(id)
process_invoice invoice
end
private
@@ -58,7 +57,7 @@ class Invoice < ActiveRecord::Base
# 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
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)
@@ -105,62 +104,43 @@ class Invoice < ActiveRecord::Base
# 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
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
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
end
rescue
#do nothing
end
logger.debug "Calling :process_invoice_custom_fields hook"
context = Redmine::Hook.call_hook :process_invoice_custom_fields, { issue: issue, invoice: invoice }
unless context.nil?
logger.debug "We have a context!"
context= context.first
issue = context[:issue]
invoice = context[:invoice]
is_changed = context[:is_changed]
end
# Custom Values
begin
value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
# Check to see if the value is blank...
if not value.value.to_s.blank?
# Check to see if the value is diffrent
if not cf.string_value.to_s.eql? value.value.to_s
# update the custom field on the invoice
cf.string_value = value.value.to_s
is_changed = true
end
# Custom Values
begin
value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
# Check to see if the value is blank...
if not value.value.to_s.blank?
# Check to see if the value is diffrent
if not cf.string_value.to_s.eql? value.value.to_s
# update the custom field on the invoice
cf.string_value = value.value.to_s
is_changed = true
end
rescue
# Nothing to do here, there is no match
end
}
rescue
# Nothing to do here, there is no match
end
# Push updates
begin
logger.info "Trying to update invoice"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
service.update(invoice) if is_changed
end
logger.debug "Trying to update invoice"
get_base.update(invoice) if is_changed
rescue
# Do nothing, probaly custome field sync confict on the invoice.
# This is a problem with how it's billed
@@ -192,11 +172,7 @@ class Invoice < ActiveRecord::Base
def pull
begin
raise Exception unless self.id
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(self.id)
end
@details = Qbo.get_base(:invoice).fetch_by_id(self.id)
rescue Exception => e
@details = Quickbooks::Model::Invoice.new
end

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -9,15 +9,86 @@
#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
unloadable
validates_presence_of :token, :company_id, :expire
serialize :token
OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
#
# Getter for quickbooks OAuth2 client
#
def self.get_client
oauth_params = {
site: "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"
}
return OAuth2::Client.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, oauth_params)
end
#
# Getter for oauth consumer
#
def self.get_oauth_consumer
# Quickbooks Config Info
return $qb_oauth_consumer
end
#
# Get a quickbooks base service object for type
# @params type of base
#
def self.get_base(type)
# lets getnourbold access token from the database
oauth2_client = get_client
qbo = self.first
access_token = OAuth2::AccessToken.from_hash(oauth2_client, qbo.token)
# check to see if we need to refresh the acesstoken
if qbo.expire.to_time.utc.past?
puts "Updating access token"
new_access_token_object = access_token.refresh!
qbo.token = new_access_token_object.to_hash
qbo.expire = 1.hour.from_now.utc
qbo.save!
access_token = new_access_token_object
else
puts "Using current token"
end
include QuickbooksOauth
# build the reqiested service
case type
when :item
return Quickbooks::Service::Item.new(:company_id => qbo.company_id, :access_token => access_token)
when :time_activity
return Quickbooks::Service::TimeActivity.new(:company_id => qbo.company_id, :access_token => access_token)
when :customer
return Quickbooks::Service::Customer.new(:company_id => qbo.company_id, :access_token => access_token)
when :invoice
return Quickbooks::Service::Invoice.new(:company_id => qbo.company_id, :access_token => access_token)
when :estimate
return Quickbooks::Service::Estimate.new(:company_id => qbo.company_id, :access_token => access_token)
when :account
return Quickbooks::Service::Account.new(:company_id => qbo.company_id, :access_token => access_token)
when :employee
return Quickbooks::Service::Employee.new(:company_id => qbo.company_id, :access_token => access_token)
else
return access_token
end
end
# Get the QBO account
def self.get_account
first
end
# Updates last sync time stamp
def self.update_time_stamp
date = DateTime.now
logger.info "Updating QBO timestamp to #{date}"
qbo = Qbo.first
qbo.last_sync = date
qbo.last_sync = DateTime.now
qbo.save
end

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>
<tbody>
<tr>
<th><%=t(:label_name)%></th>
<td><%= customer.name %></td>
</tr>
<tr>
<th><%=t(:label_email)%></th>
<td><%= customer.email %></td>
@@ -41,6 +35,9 @@
<td><%= customer.notes %></td>
</tr>
</tbody>
</table>
</table>
<div style="float: right;">
<%= button_to t(:label_edit_customer), edit_customer_path(customer), method: :get%>
</div>
<br/>
<br/>

View File

@@ -3,3 +3,4 @@
<%= submit_tag t(:label_search) %>
<% end %>
<%= 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="splitcontent">
@@ -7,22 +7,7 @@
<h4><%=t(:label_details)%>:</h4>
<!-- Customer Info -->
<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 -->
<%= render :partial => 'customers/details', locals: {customer: @customer} %>
<div class="splitcontent">
<div class="splitcontentleft">
@@ -39,11 +24,7 @@
</div>
<div class="splitcontentleft">
<h4><%=t(:field_vehicles)%>:</h4>
<%= render :partial => 'vehicles/list' %>
<div style="float: right;">
<%= button_to "New Vehicle", new_customer_vehicle_path(@customer), method: :get %>
</div>
<%= call_hook :show_customer_view_right, {customer: @customer} %>
</div>
</div>

View File

@@ -1,6 +1,6 @@
<% if @customer.present? %>
<% @customer.estimates.order(id: :desc).each do |estimate| %>
<% @customer.estimates.order(doc_number: :desc).each do |estimate| %>
<div class="row">
<b><%= link_to "##{estimate.doc_number}", estimate_path(estimate), target: :_blank %></b> <%= estimate.txn_date %>
</div>

View File

@@ -1,6 +1,6 @@
<% if @customer.present? %>
<% @customer.invoices.order(id: :desc).each do |invoice| %>
<% @customer.invoices.order(doc_number: :desc).each do |invoice| %>
<div class="row">
<b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
</div>

View File

@@ -8,7 +8,3 @@
<p>
<%= select_estimate %>
</p>
<p>
<%= vehicle %>
</p>

View File

@@ -17,19 +17,6 @@
</div>
<div class="splitcontentleft">
<div class="vehicle attribute">
<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"><%=notes%></div>
</div>
<%= call_hook :show_issue_view_right, {issue: issue} %>
</div>
</div>

View File

@@ -0,0 +1 @@
<%= flash.now[:error] = t(:label_401) %>

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 -->
<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>
<table >
@@ -58,13 +58,8 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
</tr>
<tr>
<th><%=t(:label_oauth_expires)%></th>
<td><%= if Qbo.exists? then Qbo.first.oauth2_access_token_expires_at end %>
</tr>
<tr>
<th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
<td><%= if Qbo.exists? then Qbo.first.oauth2_refresh_token_expires_at end %>
<th><%=t(:label_oauth_expires)%></th>
<td><%= if Qbo.exists? then Qbo.first.expire end %>
</tr>
</tbody>

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

@@ -1,45 +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>
<td><%= vehicle.notes %></td>
</tr>
</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() {
$("input#issue_customer_id").on("change", function() {
$.ajax({
url: "/filter_vehicles_by_customer",
type: "GET",
data: { selected_customer: $("input#issue_customer_id").val() }
});
$.ajax({
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

@@ -16,28 +16,21 @@ en:
field_employee: "Employee"
field_invoice: "Invoice"
field_estimate: "Estimate"
field_vehicles: "Vehicles"
field_vehicle: "Vehicle"
field_vin: "VIN"
field_notes: "Notes"
field_billed: "Billed"
label_week: "Week"
label_search_estimates: "Search Estimates"
label_search: "Search"
label_estimates: "Estimates"
label_401: "Not Authorized"
warn_ru_sure: "You sure?"
label_delete: "Delete"
label_edit: "Edit"
label_year: "Year"
label_make: " Make"
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_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_closed_issues: "Closed Issues"
label_sync: "Sync"
@@ -87,8 +80,4 @@ en:
label_billing_error: "Cannot bill without a customer assigned"
label_qbo_sync_success: "Successfully synced to Quickbooks"
label_hours: "Hours"
label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
label_name: "Name"
label_appointment: "Add Appointment"
label_actions: "Actions"
label_create_estimate: "Create Estimate"

View File

@@ -31,15 +31,9 @@ get 'customers/view/:token', :to => 'customers#view', as: :view
get 'customers/share/:id', :to => 'customers#share', as: :share
#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_invoices_by_customer' => 'customers#filter_invoices_by_customer'
# Nest Vehicles under customers
resources :customers do
resources :vehicles
get :autocomplete_customer_name, :on => :collection
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
rename_table :qbo_customers, :customers
rename_column :issues, :qbo_customer_id, :customer_id
rename_column :vehicles, :qbo_customer_id, :customer_id
end
end

View File

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

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -9,46 +9,35 @@
#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]
def change
begin
add_column :qbo_invoices, :txn_date, :date
add_column :qbo_estimates, :txn_date, :date
add_column :qbo_invoices, :txn_date, :date
add_column :qbo_estimates, :txn_date, :date
reversible do |direction|
direction.up {
break unless Qbo.first
reversible do |direction|
direction.up {
break unless Qbo.first
QboEstimate.reset_column_information
QboInvoice.reset_column_information
QboEstimate.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
invoices = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all
end
invoices = QboInvoice.get_base.all
return unless invoices
invoices.each { |invoice|
# Load the invoice into the database
qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
qbo_invoice.doc_number = invoice.doc_number
qbo_invoice.id = invoice.id
qbo_invoice.customer_id = invoice.customer_ref
qbo_invoice.txn_date = invoice.txn_date
qbo_invoice.save!
}
invoices.each { |invoice|
# Load the invoice into the database
qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
qbo_invoice.doc_number = invoice.doc_number
qbo_invoice.id = invoice.id
qbo_invoice.customer_id = invoice.customer_ref
qbo_invoice.txn_date = invoice.txn_date
qbo_invoice.save!
}
end
rescue
logger.error "AddTxnDates Failed"
}
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

View File

@@ -1,22 +0,0 @@
#The MIT License (MIT)
#
#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:
#
#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 UpdateQboToken < ActiveRecord::Migration[5.1]
def change
add_column :qbos, :oauth2_access_token, :text
add_column :qbos, :oauth2_access_token_expires_at, :datetime
add_column :qbos, :oauth2_refresh_token, :text
add_column :qbos, :oauth2_refresh_token_expires_at, :datetime
add_column :qbos, :realm_id, :text
remove_column :qbos, :company_id
remove_column :qbos, :token
remove_column :qbos, :expire
end
end

22
init.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2023 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:
#
@@ -19,28 +19,26 @@ end
Redmine::Plugin.register :redmine_qbo do
# About
name 'Redmine Quickbooks Online plugin'
name 'Redmine QBO DEVELOPMENT plugin'
author 'Rick Barrette'
description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
version '2.1.1'
description 'This is a plugin for Redmine to integrate with QuickBooks Online to allow for seamless integration CRM and invoicing of completed issues'
version '1.1.6'
url 'https://github.com/rickbarrette/redmine_qbo'
author_url 'https://barrettefabrication.com'
author_url 'http://rickbarrette.org'
settings :default => {'empty' => true}, :partial => 'qbo/settings'
requires_redmine :version_or_higher => '5.1.0'
requires_redmine :version_or_higher => '6.0.0'
# Add safe attributes for core models
Issue.safe_attributes 'customer_id'
Issue.safe_attributes 'item_id'
Issue.safe_attributes 'estimate_id'
Issue.safe_attributes 'invoice_id'
Issue.safe_attributes 'vehicles_id'
User.safe_attributes 'employee_id'
TimeEntry.safe_attributes 'billed'
Project.safe_attributes 'customer_id'
Project.safe_attributes 'vehicle_id'
# We are playing in the sandbox
#Quickbooks.sandbox_mode = true
Quickbooks.sandbox_mode = true
# set per_page globally
WillPaginate.per_page = 20
@@ -48,10 +46,8 @@ Redmine::Plugin.register :redmine_qbo do
# Permissions for security
permission :view_customers, :customers => :index, :public => false
permission :add_customers, :customers => :new, :public => false
permission :view_vehicles, :vehicles => :new, :public => false
# Register top menu items
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

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -15,6 +15,7 @@ module AttachmentsControllerPatch
def self.included(base)
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
def check_if_login_required

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -21,11 +21,11 @@ module IssuePatch
# Same as typing in the class
base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
belongs_to :customer, primary_key: :id
belongs_to :customer_token, primary_key: :id
belongs_to :estimate, primary_key: :id
has_and_belongs_to_many :invoices
belongs_to :vehicle, primary_key: :id
end
end
@@ -51,49 +51,46 @@ module IssuePatch
if spent_hours > 0 then
# Prepare to create a new Time Activity
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
time_service = Quickbooks::Service::TimeActivity.new(:company_id => qbo.realm_id, :access_token => access_token)
item_service = Quickbooks::Service::Item.new(:company_id => qbo.realm_id, :access_token => access_token)
time_entry = Quickbooks::Model::TimeActivity.new
time_service = Qbo.get_base(:time_activity)
item_service = Qbo.get_base(:item)
time_entry = Quickbooks::Model::TimeActivity.new
# Lets total up each activity before billing.
# This will simpify the invoicing with a single billable time entry per time activity
h = Hash.new(0)
spent_time.each do |entry|
h[entry.activity.name] += entry.hours
# update time entries billed status
entry.billed = true
entry.save
end
# Lets total up each activity before billing.
# This will simpify the invoicing with a single billable time entry per time activity
h = Hash.new(0)
spent_time.each do |entry|
h[entry.activity.name] += entry.hours
# update time entries billed status
entry.billed = true
entry.save
end
# Now letes upload our totals for each activity as their own billable time entry
h.each do |key, val|
# Now letes upload our totals for each activity as their own billable time entry
h.each do |key, val|
# Convert float spent time to hours and minutes
hours = val.to_i
minutesDecimal = (( val - hours) * 60)
minutes = minutesDecimal.to_i
# Convert float spent time to hours and minutes
hours = val.to_i
minutesDecimal = (( val - hours) * 60)
minutes = minutesDecimal.to_i
# Lets match the activity to an qbo item
item = item_service.query("SELECT * FROM Item WHERE Name = '#{key}' ").first
next if item.nil?
# Create the new billable time entry and upload it
time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}"
time_entry.employee_id = assigned_to.employee_id
time_entry.customer_id = customer_id
time_entry.billable_status = "Billable"
time_entry.hours = hours
time_entry.minutes = minutes
time_entry.name_of = "Employee"
time_entry.txn_date = Date.today
time_entry.hourly_rate = item.unit_price
time_entry.item_id = item.id
time_entry.start_time = start_date
time_entry.end_time = Time.now
time_service.create(time_entry)
end
# Lets match the activity to an qbo item
item = item_service.query("SELECT * FROM Item WHERE Name = '#{key}' ").first
next if item.nil?
# Create the new billable time entry and upload it
time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}"
time_entry.employee_id = assigned_to.employee_id
time_entry.customer_id = customer_id
time_entry.billable_status = "Billable"
time_entry.hours = hours
time_entry.minutes = minutes
time_entry.name_of = "Employee"
time_entry.txn_date = Date.today
time_entry.hourly_rate = item.unit_price
time_entry.item_id = item.id
time_entry.start_time = start_date
time_entry.end_time = Time.now
time_service.create(time_entry)
end
end
end

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -23,6 +23,7 @@ module IssuesControllerPatch
def self.included(base)
base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
helper Helper
end

View File

@@ -26,13 +26,11 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
# This is done to preload customer information if the entire project is dedicated to a customer
if context[:project]
selected_customer = context[:project].customer ? context[:project].customer.id : nil
selected_vehicle = context[:project].vehicle ? context[:project].vehicle.id : nil
end
# Check to see if the issue already belongs to a customer
selected_customer = context[:issue].customer ? context[:issue].customer.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
customer = Customer.find_by_id(selected_customer) if selected_customer
@@ -52,22 +50,15 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
:id => "issue_customer_id",
:onchange => "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)"
# Load estimates & vehicles
# Load estimates
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}
else
vehicles = [nil].compact
estimates = [nil].compact
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
vehicle = f.select :vehicles_id, vehicles, :selected => selected_vehicle, include_blank: true
# Pass all prebuilt form components to our partial
context[:controller].send(:render_to_string, {
@@ -77,7 +68,6 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
customer_id: customer_id,
context: context,
select_estimate: select_estimate,
vehicle: vehicle
}
}
)

View File

@@ -35,27 +35,14 @@ class IssuesShowHookListener < Redmine::Hook::ViewListener
invoice_link = invoice_link.html_safe
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, {
:partial => 'issues/show_details',
locals: {
issue: issue,
customer: customer,
estimate_link: estimate_link,
invoice_link: invoice_link,
vehicle: vehicle,
split_vin: split_vin,
notes: notes
invoice_link: invoice_link
}
})
end

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -11,13 +11,15 @@
require_dependency 'redmine/export/pdf'
require_dependency 'redmine/export/pdf/issues_pdf_helper'
module PdfPatch
module IssuesPdfHelperPatch
def self.included(base)
base.send(:include, InstanceMethods)
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_with_patch, :issue_to_pdf
end
end
@@ -53,16 +55,10 @@ module PdfPatch
left << [l(:field_priority), issue.priority]
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_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')
v = Vehicle.find_by_id(issue.vehicles_id)
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]
logger.debug "Calling :pdf_left hook"
context = Redmine::Hook.call_hook :pdf_left, { array: left, issue: issue }
left = left + context.first unless context.nil?
right = []
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_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(: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
while left.size < rows
@@ -254,4 +253,4 @@ module PdfPatch
end
end
Redmine::Export::PDF::IssuesPdfHelper.send(:include, PdfPatch)
Redmine::Export::PDF::IssuesPdfHelper.send(:include, IssuesPdfHelperPatch)

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -21,8 +21,8 @@ module ProjectPatch
# Same as typing in the class
base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
belongs_to :customer, primary_key: :id
belongs_to :vehicle, primary_key: :id
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
selected_customer = context[:project].customer ? context[:project].customer : nil
selected_vehicle = context[:project].vehicle_id ? context[:project].vehicle_id : nil
# Load customer information
customer = Customer.find_by_id(selected_customer) if selected_customer
search_customer = f.autocomplete_field :customer, autocomplete_customer_name_customers_path, :selected => selected_customer, :update_elements => {:id => '#project_customer_id', :value => '#project_customer'}
customer_id = f.hidden_field :customer_id, :id => "project_customer_id"
if context[:project].customer
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>"
return "<p><label for=\"project_customer\">Customer</label>#{search_customer} #{customer_id}</p>"
end
end

View File

@@ -1,6 +1,6 @@
#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:
#
@@ -20,6 +20,7 @@ module UserPatch
# Same as typing in the class
base.class_eval do
unloadable # Send unloadable so it will not be unloaded in development
belongs_to :employee, primary_key: :id
end
end