92 Commits

Author SHA1 Message Date
55d00f9005 Added sandbox to settings 2025-07-08 21:01:48 -04:00
eba3f529f8 Set version & requirements 2025-07-08 20:19:19 -04:00
19733c3f8c Added gem rexml 2025-06-16 23:41:30 -04:00
f22795ac90 Moved strings for notices to en.yml 2025-06-16 22:56:54 -04:00
166a9ee31b Removed has_many purchases, table doesn't exist anymore 2025-06-16 22:54:47 -04:00
4d85c24872 generate redirect_uri protocol based one site settings 2025-06-16 22:30:30 -04:00
43c7374c42 Load oauth key & secret when constructing client, not on application start up 2025-06-16 22:16:58 -04:00
60857e9dca generate redirect_uri protocol based one site settings 2025-06-16 22:15:42 -04:00
d38f0d6ac1 Merge branch 'master' of https://github.com/rickbarrette/redmine_qbo 2025-06-15 19:03:59 -04:00
f6da031e72 include Redmine::I18n 2025-06-15 18:59:00 -04:00
9779437c00 Log token refresh 2024-12-19 09:41:53 -05:00
1a37926628 Log error not info 2024-12-19 09:36:23 -05:00
dac9a7c756 Started Support for Redmine 6 2024-12-12 06:00:36 -05:00
9ac1261ed0 Sort by id not doc_number
This fixes the bug where documents were displayed out of order
2024-08-30 09:19:58 -04:00
9b69d3f728 Added link to customer profile for appointments 2024-08-26 11:00:50 -04:00
a5de879260 Fixed formatting 2024-08-26 08:41:56 -04:00
6464e1cbc6 Added actions 2024-08-26 07:58:40 -04:00
7f3a94229a Create Estimate 2024-08-26 07:58:05 -04:00
395e0117fb Update _actions.html.erb 2024-08-26 07:57:10 -04:00
e04d363e42 Added label for actions 2024-08-26 07:56:06 -04:00
3b6c0d4a70 Removed Action links 2024-08-26 07:52:27 -04:00
d1f6ccd9cb Create _actions.html.erb 2024-08-26 07:51:38 -04:00
74f7ba41df Add Appointment Link 2024-08-21 21:39:50 -04:00
4fb424faa8 Only sync by doc number if not in database 2024-08-20 07:14:37 -04:00
63218e7f42 Fixed formating 2024-08-19 23:28:54 -04:00
7f0bb3cae7 Removed extra end 2024-08-19 23:26:43 -04:00
ad7417c233 Moved work into thread to repsond quickly 2024-08-19 23:21:56 -04:00
cf0be2336b Removed sync button from sidebar 2024-08-19 23:12:20 -04:00
6e08746611 2.1.1 Force Estimate sync by Doc Number when searching 2024-08-19 22:51:53 -04:00
7eb26facaf Use the first result 2024-08-19 22:49:20 -04:00
9115cc662c Forgot params[:search] 2024-08-19 22:39:50 -04:00
9e7c1dbfb2 removed () 2024-08-19 22:38:16 -04:00
e99f5d2e52 Added webhook view 2024-08-19 22:36:44 -04:00
039d1ca993 Use Logger.info 2024-08-19 22:31:41 -04:00
dd9ac3c481 Added Estimate.sync_by_doc_number 2024-08-19 22:30:34 -04:00
4f789080e7 2.1.0 Bumped wrong versoin 2024-08-19 20:18:22 -04:00
80fc858a35 send back status 200 if request succeeded 2024-08-19 20:14:02 -04:00
6f8d280657 5.2.0 FIXED QBO Authentication 2024-08-19 20:06:13 -04:00
5782cbc166 Added https 2024-08-19 20:04:09 -04:00
0729d2ac41 added https to redirect_uri 2024-08-19 20:02:22 -04:00
6c6de0ba86 Added log 2024-08-19 19:59:26 -04:00
11dbcaf80c Use Setting.host_name & path 2024-08-19 19:53:51 -04:00
95592e542f Use qbo_oauth_callback_path 2024-08-19 19:30:51 -04:00
472bdec4fa Use qbo_authenticate_path 2024-08-19 19:17:45 -04:00
c7a313e9ed Add customer name to details 2024-04-03 11:47:38 -04:00
c14b590083 2024 Copy Right Update 2024-03-29 08:10:05 -04:00
040c920481 2.0.5 2024-03-29 07:58:26 -04:00
8c63817950 Use free_form_number 2024-03-28 14:13:39 -04:00
e2f43d398f Nil Checks 2024-03-28 14:01:18 -04:00
7ba4829066 Update Customer Phone Numbers On Sync 2024-03-28 13:51:29 -04:00
938999db91 Added quickbooks to customer's name 2024-03-28 12:54:36 -04:00
0b60a8e41b 2.0.4 2024-01-07 20:53:07 -05:00
817a43e849 Fixed update 2024-01-07 20:47:26 -05:00
047296329e 2.0.32.0.3 2023-12-31 16:42:47 -05:00
c8cb74f3d4 Merge branch 'redmine-5' 2023-12-31 16:35:26 -05:00
aceb6cb6b5 fixed typo 2023-12-31 16:26:02 -05:00
9fd1bc9dff Merge branch 'redmine-5' 2023-12-30 23:35:25 -05:00
04391f1c6e 2.0.2 2023-12-30 23:07:17 -05:00
e2bf42e66b Fixed invoice pdf 2023-12-30 23:04:43 -05:00
0c72ca9294 missed this authenticated_request 2023-12-30 23:01:32 -05:00
2985fad77c Fixed typo 2023-12-30 23:01:01 -05:00
02b5fb4d0e Fixed returned variable handling 2023-12-30 22:53:08 -05:00
bf417c163c Rework performing authenticated requests 2023-12-30 22:33:28 -05:00
b35974e455 2.0.1 2023-12-30 20:55:58 -05:00
6d0abf865e 2023 2023-12-30 20:54:40 -05:00
275af9be82 Fixed formatting 2023-12-30 20:53:39 -05:00
f4e44a1975 Remove listen (was used for development env) 2023-12-30 20:29:20 -05:00
81f322b616 Call refresh_token to set token time stamps 2023-12-30 20:26:30 -05:00
f094ef57ec Setter for notes 2023-12-30 20:08:36 -05:00
2e32d8f6e5 Fixed get_base 2023-12-30 19:55:01 -05:00
3e352f270d Added Item 2023-12-30 19:41:02 -05:00
45056e8ff4 Remove unsed columns 2023-12-30 19:28:04 -05:00
b13abe51bf Display token expiration times 2023-12-30 19:27:37 -05:00
c3513427de Used realm_id not comany_id 2023-12-30 19:13:08 -05:00
7a6b6882d2 Update get_base 2023-12-30 18:53:01 -05:00
d6ec34cef9 added realm_id 2023-12-30 12:56:46 -05:00
84dfdd707a fixed token names 2023-12-30 12:46:52 -05:00
517a239485 Started reworking Oauth token sorage 2023-12-30 12:39:51 -05:00
47868051f8 Rails 6.1 Deprecates update_attributes 2023-12-29 20:25:26 -05:00
96e4e9df66 Fixed typo with params 2023-12-29 20:17:46 -05:00
7d510e4028 Added notes to allowed params 2023-12-29 20:06:15 -05:00
6760b29148 Log the time stamp 2023-12-29 19:20:31 -05:00
122063b1d5 Fixed customer typo 2023-12-29 19:14:38 -05:00
b304c3a175 Fixed employee typo 2023-12-29 19:09:24 -05:00
5b89d73c20 Remove QboItem.sync 2023-12-29 18:56:20 -05:00
8380dda25a render 403 when forbidden 2023-12-29 17:06:00 -05:00
7839116134 Version 2.0.0 2023-12-27 16:31:11 -05:00
b3a809ab1c Redmine 5.1 Update 2023-12-27 15:03:08 -05:00
3a0e58c3da Append last 4 of phone number to customers name 2023-05-22 07:34:18 -04:00
26433c9020 Added hour totals to customer job history 2023-01-14 06:38:48 -05:00
6dbf84f401 Added nil check to address_to_s 2022-05-04 12:37:31 -04:00
3220ff728f Fixed process_estimate that I accidently broke 2022-04-06 12:45:40 -04:00
59 changed files with 1144 additions and 385 deletions

View File

@@ -1,11 +1,13 @@
source 'https://rubygems.org'
gem 'quickbooks-ruby'
gem 'oauth2', '1.4.7'
gem 'oauth2'
gem 'roxml'
gem 'nhtsa_vin'
gem 'will_paginate'
gem 'rails-jquery-autocomplete'
gem 'jquery-ui-rails'
gem 'rexml'
group :assets do
gem 'coffee-rails'

View File

@@ -1,6 +1,6 @@
The MIT License (MIT)
Copyright (c) 2016 - 2022 Rick Barrette
Copyright (c) 2016 - 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

View File

@@ -8,7 +8,10 @@ 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 Version 1.0.0+ for Redmine 4+ and Version 0.8.1 for Redine 3
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
#### Features
* Issues can be assigned to a Customer via drop down in the edit Issue form
@@ -62,6 +65,7 @@ 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

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -10,7 +10,6 @@
# This controller class will handle map management
class CustomersController < ApplicationController
unloadable
include AuthHelper
helper :issues
@@ -36,7 +35,13 @@ 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)
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])
end
# getter method for a customer's invoices
@@ -82,6 +87,7 @@ 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)
@@ -108,7 +114,7 @@ class CustomersController < ApplicationController
def update
begin
@customer = Customer.find_by_id(params[:id])
if @customer.update_attributes(allowed_params)
if @customer.update(allowed_params)
flash[:notice] = "Customer updated"
redirect_to @customer
else
@@ -135,7 +141,7 @@ class CustomersController < ApplicationController
def share
Thread.new do
logger.debug "Removing expired customer tokens"
logger.info "Removing expired customer tokens"
CustomerToken.remove_expired_tokens
ActiveRecord::Base.connection.close
end
@@ -211,14 +217,14 @@ class CustomersController < ApplicationController
# format a quickbooks address to a human readable string
def address_to_s (address)
return if address.nil?
string = address.line1
string = address.line1 if 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
string << ", " + address.country_sub_division_code
string << " " + address.postal_code
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
return string
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -8,7 +8,6 @@
#
#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
@@ -16,6 +15,15 @@ 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) 2022 rick barrette
#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:
#
@@ -8,7 +8,6 @@
#
#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
@@ -20,10 +19,13 @@ class InvoiceController < ApplicationController
#
def show
begin
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"
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
rescue
redirect_to :back, :flash => { :error => "Invoice not found" }
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2025 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 +9,6 @@
#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'
@@ -26,9 +25,10 @@ class QboController < ApplicationController
# Called when the user requests that Redmine to connect to QBO
#
def authenticate
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_uri = "#{Setting.protocol}://#{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")
redirect_to grant_url
end
@@ -37,9 +37,9 @@ class QboController < ApplicationController
#
def oauth_callback
if params[:state].present?
oauth2_client = Qbo.get_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
redirect_uri = Setting.host_name + "/qbo/oauth_callback/"
redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
# Remove the last authentication information
@@ -47,17 +47,13 @@ class QboController < ApplicationController
# Save the authentication information
qbo = Qbo.new
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
qbo.update(oauth2_access_token: resp.token, oauth2_refresh_token: resp.refresh_token, realm_id: params[:realmId])
qbo.refresh_token!
if qbo.save!
redirect_to qbo_sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
redirect_to qbo_sync_path, :flash => { :notice => I18n.t(:label_connected) }
else
redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => I18n.t(:label_error) }
end
end
@@ -69,9 +65,9 @@ class QboController < ApplicationController
i = Issue.find_by_id params[:id]
if i.customer
i.bill_time
redirect_to i, :flash => { :notice => "Successfully Billed #{i.customer.name}" }
redirect_to i, :flash => { :notice => I18n.t(:label_billed_success) + i.customer.name }
else
redirect_to i, :flash => { :error => "Cannot bill without a customer assigned" }
redirect_to i, :flash => { :error => I18n.t(:label_billing_error) }
end
end
@@ -88,46 +84,48 @@ class QboController < ApplicationController
# proceed if the request is good
if hash.eql? signature
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']
#Check to see if we are deleting a record
if entity['operation'].eql? "Delete"
obj.destroy(id)
#if not then update!
Thread.new do
if request.headers['content-type'] == 'application/json'
data = JSON.parse(data)
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")
# 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.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"
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
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
render :nothing => true, status: 200
else
render nothing: true, status: 400
end
@@ -145,7 +143,6 @@ class QboController < ApplicationController
if Qbo.exists?
Customer.sync
Invoice.sync
QboItem.sync
Employee.sync
Estimate.sync
@@ -155,6 +152,6 @@ class QboController < ApplicationController
ActiveRecord::Base.connection.close
end
redirect_to :home, :flash => { :notice => "Successfully synced to Quickbooks" }
redirect_to :home, :flash => { :notice => I18n.t(:label_syncing) }
end
end

View File

@@ -0,0 +1,125 @@
#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 :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
render_403
end
end
@@ -27,14 +27,14 @@ module AuthHelper
def check_permission(permission)
if !allowed_to?(permission)
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
render_403
end
end
def global_check_permission(permission)
if !globaly_allowed_to?(permission)
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
render_403
end
end

View File

@@ -0,0 +1,88 @@
#The MIT License (MIT)
#
#Copyright (c) 2016 - 2025 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
#== 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
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 = {
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

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2025 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 +9,19 @@
#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 name
return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
end
# Convenience Method
@@ -86,6 +85,13 @@ 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
@@ -134,28 +140,28 @@ 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
#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
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
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
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?
customer.save_without_push
end
#end
else
if not customer.new_record?
if not c.new_record?
customer.delete
end
end
@@ -171,16 +177,23 @@ class Customer < ActiveRecord::Base
# proforms a bruteforce sync operation
# This needs to be simplified
def self.sync_by_id(id)
service = Qbo.get_base(:customer)
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
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
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.save_without_push
end
#end
else
if not customer.new_record?
customer.delete
@@ -191,7 +204,11 @@ class Customer < ActiveRecord::Base
# Push the updates
def save_with_push
begin
@details = Qbo.get_base(:customer).update(@details)
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
service.update(@details)
end
#raise "QBO Fault" if @details.fault?
self.id = @details.id
rescue Exception => e
@@ -209,7 +226,11 @@ class Customer < ActiveRecord::Base
def pull
begin
raise Exception unless self.id
@details = Qbo.get_base(:customer).fetch_by_id(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
rescue Exception => e
@details = Quickbooks::Model::Customer.new
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -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) 2022 rick barrette
#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:
#
@@ -9,30 +9,39 @@
#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
employees = get_base.all
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
transaction do
# Update the item table
employees.each { |employee|
employee = find_or_create_by(id: employee.id)
employee.name = employee.display_name
employee.id = employee.id
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
employee.save!
}
end
end
def self.sync_by_id(id)
employee = get_base.fetch_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 = 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) 2022 rick barrette
#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:
#
@@ -9,22 +9,23 @@
#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.debug "Syncing ALL estimates"
estimates = get_base.all
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
estimates.each { |estimate|
process_estimate(estimate)
}
@@ -35,36 +36,60 @@ class Estimate < ActiveRecord::Base
# sync only one estimate
def self.sync_by_id(id)
logger.debug "Syncing estimate #{id}"
process_estimate(get_base.fetch_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
end
# update an estimate
def self.update(id)
# Update the item table
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!
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!
end
# process an estimate into the database
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
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
estimate.save!
end
# download the pdf from quickbooks
def pdf
base = Estimate.get_base
estimate = base.fetch_by_id(id)
return base.pdf(estimate)
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
end
# Magic Method
@@ -91,7 +116,11 @@ class Estimate < ActiveRecord::Base
def pull
begin
raise Exception unless self.id
@details = Qbo.get_base(:estimate).fetch_by_id(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
rescue Exception => e
@details = Quickbooks::Model::Estimate.new
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -9,20 +9,15 @@
#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.debug "Syncing all invoices"
logger.info "Syncing all invoices"
last = Qbo.first.last_sync
query = "SELECT Id, DocNumber FROM Invoice"
@@ -30,11 +25,13 @@ class Invoice < ActiveRecord::Base
# TODO actually do something with the above query
# .all() is never called since count is never initialized
if count == 0
invoices = get_base.all
else
invoices = get_base.query()
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
return unless invoices
invoices.each { | invoice |
process_invoice invoice
@@ -43,9 +40,13 @@ class Invoice < ActiveRecord::Base
#sync by invoice ID
def self.sync_by_id(id)
logger.debug "Syncing invoice #{id}"
invoice = get_base.fetch_by_id(id)
process_invoice invoice
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
end
private
@@ -57,7 +58,7 @@ 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.debug "Attaching invoice #{invoice.id} to issue #{issue.id}"
logger.info "Attaching invoice #{invoice.id} to issue #{issue.id}"
invoice = Invoice.find_or_create_by(id: invoice.id)
@@ -104,43 +105,62 @@ 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.debug "Comparing custom fields"
logger.info "Comparing custom fields"
# TODO break if Invoice.find(invoice.id).cf_sync_confict
is_changed = false
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
# update the invoive custom fields with infomation from the issue if available
invoice.custom_fields.each { |cf|
# 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
# 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
rescue
# Nothing to do here, there is no match
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
end
rescue
# Nothing to do here, there is no match
end
}
# Push updates
begin
logger.debug "Trying to update invoice"
get_base.update(invoice) if is_changed
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
rescue
# Do nothing, probaly custome field sync confict on the invoice.
# This is a problem with how it's billed
@@ -172,7 +192,11 @@ class Invoice < ActiveRecord::Base
def pull
begin
raise Exception unless self.id
@details = Qbo.get_base(:invoice).fetch_by_id(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
rescue Exception => e
@details = Quickbooks::Model::Invoice.new
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016 - 2025 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:
#
@@ -9,86 +9,16 @@
#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
# 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
include QuickbooksOauth
include Redmine::I18n
# 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 = DateTime.now
qbo.last_sync = date
qbo.save
end

98
app/models/vehicle.rb Normal file
View File

@@ -0,0 +1,98 @@
#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

@@ -0,0 +1,11 @@
<%= 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

@@ -1,5 +1,11 @@
<table>
<tbody>
<tr>
<th><%=t(:label_name)%></th>
<td><%= customer.name %></td>
</tr>
<tr>
<th><%=t(:label_email)%></th>
<td><%= customer.email %></td>
@@ -35,9 +41,6 @@
<td><%= customer.notes %></td>
</tr>
</tbody>
</table>
<div style="float: right;">
<%= button_to t(:label_edit_customer), edit_customer_path(customer), method: :get%>
</div>
</table>
<br/>
<br/>

View File

@@ -3,4 +3,3 @@
<%= 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

@@ -0,0 +1 @@
$('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 %> - <%= @customer.name %> </h2>
<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= link_to @customer.to_s, "https://app.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
<div class="issue">
<div class="splitcontent">
@@ -7,7 +7,22 @@
<h4><%=t(:label_details)%>:</h4>
<%= render :partial => 'customers/details', locals: {customer: @customer} %>
<!-- 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 -->
<div class="splitcontent">
<div class="splitcontentleft">
@@ -24,7 +39,11 @@
</div>
<div class="splitcontentleft">
<%= call_hook :show_customer_view_right, {customer: @customer} %>
<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>
</div>
</div>

View File

@@ -1,6 +1,6 @@
<% if @customer.present? %>
<% @customer.estimates.order(doc_number: :desc).each do |estimate| %>
<% @customer.estimates.order(id: :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(doc_number: :desc).each do |invoice| %>
<% @customer.invoices.order(id: :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

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

View File

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

View File

@@ -1 +0,0 @@
<%= 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: '<%= Setting.host_name %>/qbo/authenticate'});
intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_authenticate_path %>'});
</script>
<table >
@@ -57,9 +57,21 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
</td>
</tr>
<tr>
<th><%=t(:label_sandbox)%></th>
<td>
<%= check_box_tag 'settings[sandbox]', @settings['sandbox'], @settings['sandbox'] %>
</td>
</tr>
<tr>
<th><%=t(:label_oauth_expires)%></th>
<td><%= if Qbo.exists? then Qbo.first.expire end %>
<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 %>
</tr>
</tbody>

13
app/views/qbo/webhook.erb Normal file
View File

@@ -0,0 +1,13 @@
<!--
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

@@ -0,0 +1,45 @@
<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

@@ -0,0 +1,56 @@
<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

@@ -0,0 +1,28 @@
<% 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

@@ -0,0 +1,4 @@
<%= 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

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

View File

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

View File

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

View File

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

View File

@@ -0,0 +1,11 @@
<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

@@ -1,5 +1,10 @@
$(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",
@@ -8,4 +13,11 @@ $(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

@@ -16,21 +16,28 @@ 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"
@@ -80,4 +87,10 @@ 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"
label_syncing: "Syncing Quickbooks"
label_sandbox: "Sandbox"

View File

@@ -31,9 +31,15 @@ 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

@@ -0,0 +1,24 @@
#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

@@ -0,0 +1,15 @@
#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

@@ -0,0 +1,15 @@
#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

@@ -12,5 +12,6 @@ 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

@@ -11,5 +11,6 @@
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) 2022 rick barrette
#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:
#
@@ -9,35 +9,46 @@
#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
add_column :qbo_invoices, :txn_date, :date
add_column :qbo_estimates, :txn_date, :date
begin
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"
invoices = QboInvoice.get_base.all
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.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!
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!
}
}
}
end
rescue
logger.error "AddTxnDates Failed"
end
end

View File

@@ -0,0 +1,33 @@
#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

@@ -0,0 +1,22 @@
#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

19
init.rb
View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#Copyright (c) 2016-2025 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:
#
@@ -19,12 +19,12 @@ end
Redmine::Plugin.register :redmine_qbo do
# About
name 'Redmine QBO DEVELOPMENT plugin'
name 'Redmine Quickbooks Online plugin'
author 'Rick Barrette'
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'
description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
version '2025.7.1'
url 'https://github.com/rickbarrette/redmine_qbo'
author_url 'http://rickbarrette.org'
author_url 'https://barrettefabrication.com'
settings :default => {'empty' => true}, :partial => 'qbo/settings'
requires_redmine :version_or_higher => '6.0.0'
@@ -33,12 +33,11 @@ Redmine::Plugin.register :redmine_qbo do
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'
# We are playing in the sandbox
Quickbooks.sandbox_mode = true
Project.safe_attributes 'vehicle_id'
# set per_page globally
WillPaginate.per_page = 20
@@ -46,8 +45,10 @@ 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) 2022 rick barrette
#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:
#
@@ -15,7 +15,6 @@ 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) 2022 rick barrette
#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:
#
@@ -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
@@ -51,46 +51,49 @@ module IssuePatch
if spent_hours > 0 then
# Prepare to create a new Time Activity
time_service = Qbo.get_base(:time_activity)
item_service = Qbo.get_base(:item)
time_entry = Quickbooks::Model::TimeActivity.new
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
# 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|
# 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
# Convert float spent time to hours and minutes
hours = val.to_i
minutesDecimal = (( val - hours) * 60)
minutes = minutesDecimal.to_i
# 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
# 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)
# 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
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -23,7 +23,6 @@ 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

@@ -26,11 +26,13 @@ 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
@@ -50,15 +52,22 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
:id => "issue_customer_id",
:onchange => "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)"
# Load estimates
# Load estimates & vehicles
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
# Generate the drop down list of quickbooks estimates & vehicles
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, {
@@ -68,6 +77,7 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
customer_id: customer_id,
context: context,
select_estimate: select_estimate,
vehicle: vehicle
}
}
)

View File

@@ -35,14 +35,27 @@ 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
invoice_link: invoice_link,
vehicle: vehicle,
split_vin: split_vin,
notes: notes
}
})
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -11,15 +11,13 @@
require_dependency 'redmine/export/pdf'
require_dependency 'redmine/export/pdf/issues_pdf_helper'
module IssuesPdfHelperPatch
module PdfPatch
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
@@ -55,10 +53,16 @@ module IssuesPdfHelperPatch
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')
logger.debug "Calling :pdf_left hook"
context = Redmine::Hook.call_hook :pdf_left, { array: left, issue: issue }
left = left + context.first unless context.nil?
#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]
right = []
right << [l(:field_start_date), format_date(issue.start_date)] unless issue.disabled_core_fields.include?('start_date')
@@ -66,10 +70,7 @@ module IssuesPdfHelperPatch
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)
logger.debug "Calling :pdf_right hook"
context = Redmine::Hook.call_hook :pdf_right, { array: right, issue: issue }
right = right + context.first unless context.nil?
right << [l(:field_notes), notes]
rows = left.size > right.size ? left.size : right.size
while left.size < rows
@@ -253,4 +254,4 @@ module IssuesPdfHelperPatch
end
end
Redmine::Export::PDF::IssuesPdfHelper.send(:include, IssuesPdfHelperPatch)
Redmine::Export::PDF::IssuesPdfHelper.send(:include, PdfPatch)

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#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:
#
@@ -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

@@ -16,12 +16,21 @@ 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"
return "<p><label for=\"project_customer\">Customer</label>#{search_customer} #{customer_id}</p>"
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>"
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -20,7 +20,6 @@ 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