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7 Commits

Author SHA1 Message Date
61b02831e3 removed comment 2026-03-28 06:40:59 -04:00
7c79f2388a removed Custom Field Synchronization 2026-03-28 00:32:22 -04:00
36267893bd 2026.3.17 2026-03-28 00:25:55 -04:00
e681203a45 Removed custom field sync, it was never really useful anyways. 2026-03-28 00:25:07 -04:00
681e7f8047 2026.3.16 2026-03-26 08:13:01 -04:00
4a6c414d9e Updated customer form to use auto complete to help prevent duplicate customer enteries 2026-03-26 07:56:59 -04:00
925cb1d2bc 2026.3.15
Note: breaking change, need to update settings
2026-03-22 14:24:22 -04:00
7 changed files with 3 additions and 127 deletions

View File

@@ -89,17 +89,6 @@ Supported automation:
Invoices containing an Issue reference (e.g. `#123`) automatically attach to the corresponding Issue. Invoices containing an Issue reference (e.g. `#123`) automatically attach to the corresponding Issue.
### Custom Field Synchronization
Invoice custom fields can be mapped to Issue custom fields.
Example use case:
* Mileage In/Out recorded in Redmine
* Automatically synchronized to the QuickBooks invoice.
### Customer Synchronization ### Customer Synchronization
Customer records are automatically updated in the local database when changes occur in QuickBooks. Customer records are automatically updated in the local database when changes occur in QuickBooks.
@@ -121,7 +110,6 @@ Available hooks:
|--|--|--| |--|--|--|
View Hook|:pdf_left, { issue: issue } | Used to add text to left side of PDF View Hook|:pdf_left, { issue: issue } | Used to add text to left side of PDF
View Hook|:pdf_right, { issue: issue } | Used to add text to right side of PDF View Hook|:pdf_right, { issue: issue } | Used to add text to right side of PDF
Hook|process_invoice_custom_fields, { issue: issue, invoice: invoice } | Used to process invoice custom fields
View Hook|:show_customer_view_right, { customer: customer } | Used to show partials on right side of customer view View Hook|:show_customer_view_right, { customer: customer } | Used to show partials on right side of customer view
Hook| :qbo_additional_entities | Used to add additional entites to be processed by the WebhookProcessJob Hook| :qbo_additional_entities | Used to add additional entites to be processed by the WebhookProcessJob
Hook| :qbo_full_sync | Used to add a Class to be called by the QboSyncDispatcher Hook| :qbo_full_sync | Used to add a Class to be called by the QboSyncDispatcher

View File

@@ -29,8 +29,6 @@ class InvoiceAttachmentService
issue.save! if issue.changed? issue.save! if issue.changed?
log "Attached invoice ##{@invoice.id} to issue ##{issue.id}" log "Attached invoice ##{@invoice.id} to issue ##{issue.id}"
end end
InvoiceCustomFieldSyncService.new(issue, @invoice, @remote).sync
end end
end end

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@@ -1,69 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2016 - 2026 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class InvoiceCustomFieldSyncService
def initialize(issue, invoice, remote)
@issue = issue
@invoice = invoice
@remote = remote
end
# Sync custom fields on the issue based on the invoice data, then push changes to QBO if any fields were updated
def sync
return if @invoice.qbo_sync_locked?
log "Syncing custom fields for issue ##{@issue.id} based on invoice ##{@invoice.doc_number}"
changed = false
# Process Invoice Custom Fields via Hooks
Redmine::Hook.call_hook(
:process_invoice_custom_fields,
issue: @issue,
invoice: @remote
).each do |context|
next unless context
changed ||= context[:is_changed]
log "Custom fields updated by hook, marking invoice for push to QBO" if context[:is_changed]
end
# Process Issue Custom Values from any issue custom fields that match the invoice custom fields
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_if_changed if changed
end
private
# If any custom fields were changed during the sync process, this method will trigger a push of the invoice data to QuickBooks Online to ensure that the remote data stays in sync with the local changes. It uses the InvoicePushService to handle the actual communication with QBO.
def push_if_changed
InvoicePushService.new(@invoice).push
end
def log(msg)
Rails.logger.info "[InvoiceCustomFieldSyncService] #{msg}"
end
end

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@@ -1,38 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2016 - 2026 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class InvoicePushService
def initialize(invoice)
@invoice = invoice
end
# Push invoice changes to QBO if the invoice is linked to any issues with custom field changes that need to be synced
def push
return if @invoice.qbo_sync_locked?
log "Pushing invoice ##{@invoice.id} to QBO due to linked issue custom field changes"
@invoice.update_column(:qbo_sync_locked, true)
remote = QboConnectionService.with_qbo_service(entity: Invoice) do |service|
remote = service.fetch_by_id(@invoice.id)
# modify remote object here if needed
service.update(remote)
end
rescue => e
Rails.logger.error "[InvoicePushService] #{e.message}"
ensure
@invoice.update_column(:qbo_sync_locked, false)
end
private
def log(msg)
Rails.logger.info "[InvoicePushService] #{msg}"
end
end

View File

@@ -7,7 +7,7 @@
<div class="clearfix"> <div class="clearfix">
<%=t(:label_display_name)%> <%=t(:label_display_name)%>
<div class="input"> <div class="input">
<%= f.text_field :name, required: true, autocomplete: "off" %> <%= f.text_field :name, required: true, class: "customer-name", autocomplete: "off", data: { autocomplete_url: "/customers/autocomplete" } %>
</div> </div>
</div> </div>

View File

@@ -14,7 +14,7 @@ Redmine::Plugin.register :redmine_qbo do
name 'Redmine QBO plugin' name 'Redmine QBO plugin'
author 'Rick Barrette' author 'Rick Barrette'
description 'A pluging for Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed' description 'A pluging for Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed'
version '2026.3.14' version '2026.3.17'
url 'https://github.com/rickbarrette/redmine_qbo' url 'https://github.com/rickbarrette/redmine_qbo'
author_url 'https://barrettefabrication.com' author_url 'https://barrettefabrication.com'
settings default: {empty: true}, partial: 'qbo/settings' settings default: {empty: true}, partial: 'qbo/settings'

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@@ -15,10 +15,7 @@ module RedmineQbo
# View User # View User
def view_users_form(context={}) def view_users_form(context={})
# Update the users
#Employee.update_all
# Check to see if there is a quickbooks user attached to the issue # Check to see if there is a quickbooks user attached to the issue
@selected = context[:user]&.employee&.id @selected = context[:user]&.employee&.id