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246 Commits

Author SHA1 Message Date
ef7faee685 Process updates from the hooks 2026-01-27 20:50:54 -05:00
02b48d2de4 Dont add reference for customers to projects 2026-01-27 18:07:37 -05:00
e670d99766 Removed project level intergration 2026-01-27 18:01:42 -05:00
241dd594d0 Fixed pdf hooks 2026-01-26 23:22:23 -05:00
b603cb634a Version Bump 2026.1.2 2026-01-26 22:59:48 -05:00
1308a05011 Removed Load Customer Link 2026-01-26 21:00:16 -05:00
334ed60bf7 removed extra comma 2026-01-26 20:14:01 -05:00
d63bf809f2 Merge branch 'redmine-6' into dev-6 2026-01-26 10:16:40 -05:00
31406af681 Version bump 2026.1.1 2026-01-26 10:09:24 -05:00
479be461a6 Dynamically load updateIssueFrom javascript path 2026-01-26 10:08:53 -05:00
c1af031d22 Link to sandbox if enabled 2026-01-23 21:40:08 -05:00
a741cd0217 update readme 2026-01-22 21:54:03 -05:00
4ae9374401 Merge branch 'redmine-6' into dev-6 2026-01-22 21:50:40 -05:00
b096244454 Better display of customer note 2026-01-22 21:50:17 -05:00
4983cd661c Fixed missing locale 2026-01-22 21:49:33 -05:00
5f6fb4af27 Only show select all when more than one invoice 2026-01-22 21:29:08 -05:00
2f2c74403f Bug fixes 2026-01-22 21:20:47 -05:00
43579d73e5 Merge remote-tracking branch 'origin/hooks' into dev-6 2026-01-22 20:58:06 -05:00
a90d6b839f Updated readme 2026-01-22 20:57:09 -05:00
e76f977ca8 Removed Vehicles 2026-01-22 20:54:06 -05:00
7f821d241c Removed typo 2026-01-22 20:47:31 -05:00
1bc9227c7f finish redmine-6 merge into dev 2026-01-22 20:43:06 -05:00
3c2f1d0edd Merge branch 'redmine-6' into HEAD 2026-01-22 20:39:20 -05:00
35e303d54b Migrated hard coded strings to locales 2026-01-21 20:49:54 -05:00
2aeb3fa028 Updated copyright dates 2026-01-21 20:40:06 -05:00
c85e45b544 Print attached estimate 2026-01-21 20:29:38 -05:00
6cd7825430 Added pdf method 2026-01-21 20:28:54 -05:00
14f411c2e1 Moved hooks & patches into sperate folders 2026-01-21 19:35:08 -05:00
623510b474 Finaly got the issue form javascrip reloading to work 2026-01-21 12:20:43 -05:00
20d9f0a84e update readme 2026-01-20 21:41:58 -05:00
f741ce5dc9 Fixed displaying of notes 2026-01-20 21:40:17 -05:00
72ec89292f Added onclick to load customer link 2026-01-20 21:15:25 -05:00
b54eb86b7f Moved javascript into ViewLayoutsHookListener 2026-01-20 21:02:40 -05:00
f74f3ad72e Select All Invoices For Bulk PDF 2026-01-20 20:49:03 -05:00
0647b7708f Udated README & Copyright Date 2026-01-20 13:49:38 -05:00
7d644f0619 Dynamically load all Hooks & Patches 2026-01-20 08:12:34 -05:00
b712c328ba Remove logging 2026-01-20 08:11:53 -05:00
5649ba05cd Added Checkbox Controller javascript 2026-01-19 19:34:59 -05:00
bcdd515cf1 Remove view_layouts_base_body_bottom 2026-01-19 19:34:10 -05:00
704dff2a72 Multiple Invoices to PDF 2026-01-19 19:33:29 -05:00
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
f0a3b0193c Development mode
Use the QBO sandbox & Display DEVEOMPENT in the plugin name
2025-06-18 08:30:21 -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
b531076c18 Merge branch 'dev' into hooks 2023-12-30 23:43:10 -05:00
9e342ced28 Merge branch 'master' into hooks 2023-12-30 23:40:08 -05:00
9fd1bc9dff Merge branch 'redmine-5' 2023-12-30 23:35:25 -05:00
0537d9bd86 Merge branch 'master' into hooks 2023-12-30 23:18:55 -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
a531ef4f87 Added hour totals to customer job history 2023-01-14 06:20:41 -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
1fae647381 Merge branch 'master' into dev 2022-03-19 05:49:54 -04:00
d1764e2203 Removed Comment 2022-03-19 05:49:18 -04:00
d8d1942673 Version 1.1.6 2022-03-19 05:47:07 -04:00
8e329b2dd2 Fix broken invoice processing 2022-03-19 05:29:59 -04:00
3622f8cad7 Added space 2022-03-19 05:16:26 -04:00
f830881883 Don't need to pass customer, only issue 2022-03-17 06:52:46 -04:00
fb87e8a33a Added hook :show_issue_view_right 2022-03-17 06:45:57 -04:00
8bdec410c4 Fixed render of hook :show_customer_view_right 2022-03-17 06:12:35 -04:00
dec9eee90b Merge branch 'master' into dev 2022-03-15 12:29:11 -04:00
0513763607 Version 1.1.5 2022-03-14 19:41:53 -04:00
b7e3ea9e3d estimate not e 2022-03-14 19:39:36 -04:00
3ea2cd14d1 Fixed accidental removal of qbo prefix 2022-03-14 19:33:20 -04:00
7b7875991f created get_estimate to remove redundant code 2022-03-14 19:28:40 -04:00
b1a106d4d8 No id required 2022-03-14 19:27:31 -04:00
0281d86f1a No id required 2022-03-14 19:25:20 -04:00
2231156873 use estimate_doc_path not a hard coded path 2022-03-14 19:01:20 -04:00
2745ecf242 Added call_hook :show_customer_view_right 2022-03-14 07:52:33 -04:00
13472c3b3a Remove nhtsa_vin gem 2022-03-14 07:26:07 -04:00
b686110145 Initial Vehicle Delete 2022-03-14 07:22:43 -04:00
d91e7892c3 Added PDF hooks 2022-03-13 22:36:34 -04:00
f26224de56 Created hook process_invoice_custom_fields 2022-03-13 20:06:13 -04:00
ecc8930bec Try to bill completed issue, TODO handle errors 2022-03-13 17:51:52 -04:00
5814740a5d Allow customer to view estimate 2022-03-13 17:49:58 -04:00
25159c760a FIX - forgot to drop qbo from time_entries.billed 2022-03-13 01:17:18 -05:00
3ff9132acb Updated readme 2022-03-13 01:00:34 -05:00
b5f00f254c Added a copy link button 2022-03-13 00:53:32 -05:00
70f2c473d5 Moved buttons to watcher link location 2022-03-13 00:37:51 -05:00
b3b11d726d Version 1.1.4 2022-03-12 16:03:14 -05:00
f97d5bc731 Moving fat into CustomerToken 2022-03-12 16:01:13 -05:00
49507d06c7 Updated TODO list 2022-03-12 00:03:26 -05:00
5d928c486f Getter convenience method for tokens 2022-03-12 00:01:40 -05:00
0485e9d64c Allow attachment viewing w/ valid customer token 2022-03-11 23:16:23 -05:00
cc0839204e Ignore workspace files 2022-03-11 21:14:12 -05:00
760a85a1da removed link_to user & version 2022-03-10 06:53:05 -05:00
c821774e9b Version 1.1.3 2022-03-09 23:17:38 -05:00
47a19a7e77 Removed Qbo index & sync html, methods, & routes
This stuff isn't really used for anything
2022-03-09 23:06:54 -05:00
a75f1abd71 Removed extra white spaces 2022-03-09 22:53:03 -05:00
09c497ff96 Removed old #attr_accessible... comments 2022-03-09 22:31:19 -05:00
cae1d9de02 Removed old commented out code 2022-03-09 22:27:33 -05:00
1050a4f6a7 Use rails router, not hard coded links 2022-03-09 22:18:47 -05:00
be4ef44c13 Added strings for Flash messages, not used yet 2022-03-09 22:10:16 -05:00
89e4132fc1 Update readme & comments 2022-03-09 21:51:06 -05:00
8d8201822b No longer need to prepend("Qbo") 2022-03-09 21:45:07 -05:00
726eb4632e use plural for routes 2022-03-09 21:43:08 -05:00
ffcb2ee608 Remove payment orphans 2022-03-09 21:40:40 -05:00
24f8be6e80 Drop the Qbo prefix 2022-03-09 21:31:56 -05:00
08fa4aefc4 Added button text to locale file 2022-03-09 19:09:37 -05:00
13bbd5dfc1 Use rails router, not hard coded links 2022-03-09 19:05:12 -05:00
8e6eeab680 Moved HTML code into partial _from_hook.html.erb 2022-03-09 18:55:44 -05:00
70d9d5063a Moved issues show details to issue folder 2022-03-09 18:25:07 -05:00
374429f161 Added 2016 2022-03-08 20:50:39 -05:00
c69666e747 Added first year 2022-03-08 20:49:55 -05:00
7dc04b4a07 QboItem doesn’t exist anymore 2022-03-08 20:30:52 -05:00
7b5e54aaba Merge branch 'master' of https://github.com/rickbarrette/redmine_qbo 2022-03-07 07:52:26 -05:00
30b704c90f Don't generate new customer view token every time 2022-03-07 07:52:17 -05:00
2f98b5afaa Update README.md
formatting
2022-03-06 19:04:29 -05:00
3c3b43cfc5 Readme update
formatting
2022-03-06 19:02:31 -05:00
09f2a534be Readme update
Cleaning things up
2022-03-06 19:01:42 -05:00
7b5b673ebf Version 1.1.2 2022-03-06 18:20:30 -05:00
c72d0a83ca New line @ EOF & formating 2022-03-06 17:50:22 -05:00
3159289ac0 Removed unused code, only need to bill time
removed line items, payments, drop used db tables
2022-03-06 17:26:57 -05:00
a9cc5fac73 Removed unsed code & cleaned up comments 2022-03-06 17:05:04 -05:00
fe06fccacd Only show sync button if User is an admin 2022-03-06 16:49:07 -05:00
8b4a46f7eb H3 not H2 2022-03-06 16:27:39 -05:00
cf362caaf2 Cleaning up html formatting 2022-03-06 16:24:17 -05:00
de1be7d296 Make last 8 bold 2022-03-06 16:17:08 -05:00
d8e3e1a72f Styling & formatting 2022-03-06 13:46:55 -05:00
64a7ad844f Styling & formatting 2022-03-06 13:46:26 -05:00
9201c4ca96 render 404 on all exceptions 2022-03-06 09:23:05 -05:00
dab6b6f723 don't show doors if vehicle.doors is nil 2022-03-06 09:17:06 -05:00
495243d177 Add trim & doors to vehicle 2022-03-06 08:59:48 -05:00
332f07c93d Version 1.1.1 2022-03-06 07:51:39 -05:00
54d4be9762 Only show sidebar views when user is logged in 2022-03-06 07:32:01 -05:00
f1e3c29c97 Added Load Customer Link on Issue Form 2022-03-05 08:26:57 -05:00
66d393a465 Dynamically load hooks/patches & require redmine4+ 2022-03-02 07:15:54 -05:00
218d3392f0 Moved string to en.yml 2022-02-24 18:34:17 -05:00
0136d91cc3 Comments & formatting 2022-02-24 04:58:41 -05:00
a95f0350d8 Fixed missing transation error 2022-02-23 20:20:47 -05:00
55c04b6585 update Issue form on customer name change 2022-02-23 18:36:08 -05:00
ea21bc362a autocomplete off for forms & search 2022-02-23 18:24:57 -05:00
117d92b879 Fixed customer sorting & removed customer filter 2022-02-21 20:23:57 -05:00
440c8e4618 list issues in desc order 2022-02-21 19:33:38 -05:00
1344526f7f update txn_date too 2022-02-21 08:51:24 -05:00
19acfbc76f Added logging 2022-02-21 08:51:01 -05:00
9dfb27f0a4 Prevent webhook loops 2022-02-21 07:54:24 -05:00
51cd830710 Updated screenshots 2022-02-21 06:53:50 -05:00
956ba2ad46 Version 1.1.0 2022-02-21 06:25:51 -05:00
3ae3107760 desc sort issues, estimates, & invoices 2022-02-21 06:22:13 -05:00
925d4b8bcf Updated comments & removed unused code 2022-02-21 06:06:24 -05:00
ca6dbfd12d Removed duplicate private declaration 2022-02-21 05:26:54 -05:00
9ea03d0c6d Removed sync on view 2022-02-21 05:23:11 -05:00
6ad4929d53 Sync Estimates & Invoices on database update 2022-02-21 05:17:35 -05:00
446f419af0 Sync invoice when viewing 2022-02-20 19:37:03 -05:00
f3c5de82e0 Bug fix 2022-02-20 18:02:37 -05:00
56e24752cf Import invoice fix 2022-02-20 17:53:01 -05:00
255af13b20 Add txn_date to invoice & estimate databse 2022-02-20 17:40:41 -05:00
02b4f1eb43 Added Invoice date 2022-02-20 17:26:24 -05:00
8c735d3921 Added Estimate date 2022-02-20 17:19:56 -05:00
70e6038215 Moved customer issue counts 2022-02-20 15:22:31 -05:00
fc7501c4fe address not a 2022-02-20 14:57:21 -05:00
45b60cfea1 PhysicalAddress to_s 2022-02-20 14:52:11 -05:00
09313ad471 exclude before filter for customer/view 2022-02-20 13:42:06 -05:00
1b15aecbff Disable autocomplete suggestions for search 2022-02-20 08:11:57 -05:00
2bea7dbc8d fixed customer link - missing view issues/history 2022-02-20 07:56:25 -05:00
3468b5f236 Open links in new window 2022-02-19 22:53:39 -05:00
1c431d14dc remove gem faraday_middleware & set oauth2 1.4.7 2022-02-19 22:48:44 -05:00
7234a70265 Added allowed params for qbo controller 2022-02-19 21:47:12 -05:00
a459d84b00 Added Estimate & Invoice List to Customer view 2022-02-19 21:19:08 -05:00
49d2ed8244 Readme update 2022-02-19 20:56:54 -05:00
127 changed files with 2054 additions and 2383 deletions

2
.gitignore vendored
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@@ -1,3 +1,5 @@
.bundle
.config
.dockerrc
.vscode
Gemfile.lock

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@@ -3,11 +3,11 @@ source 'https://rubygems.org'
gem 'quickbooks-ruby'
gem 'oauth2'
gem 'roxml'
gem 'nhtsa_vin'
gem 'will_paginate'
gem 'rails-jquery-autocomplete'
gem 'jquery-ui-rails'
gem 'faraday_middleware', '1.2.0'
gem 'rexml'
gem 'combine_pdf'
group :assets do
gem 'coffee-rails'

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

141
README.md
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@@ -1,88 +1,109 @@
# Redmine Quickbooks Online
# Redmine QuickBooks Online
A plugin for Redmine to connect to Quickbooks Online
A plugin for Redmine to connect to QuickBooks Online.
The goal of this project is to allow Redmine to connect with Quickbooks Online to create `Time Activity Entries` for completed work when an Issue is closed.
The goal of this project is to allow Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed.
#### Disclaimer
## Disclaimer
Note: Although the core functionality is complete, this project is still under heavy development. I am still working on refining everthing and adding other features. Tags should be stable
**Note:** Although the core functionality is complete, this project is still under development and the master branch may be unstable. Tags should be stable and are recommended.
Also worth metioning I am currently using this in a live production enviroment with no issues
## Compatibility
#### Features
* Issues can be assigned to a `Customer` via drop down in the edit Issue form
* The `Employee` for the Issue is assigned via the assigned Redmine User
- This is set via a drop down in the user admistration page.
* IF an `Issue` has been assined a `Customer` when an Issue is closed the following will happen:
- A new `Time Activity` will be billed agaist the `Customer` assinged to the issue for each Redmine Time Entery.
+ Time Entries will be totalled up by Activity name. This will allow billing for diffrent activities without having to create seperate Issues.
+ The Time Activity names are used to lookup `Items` in Quickbooks.
+ IF there isn'tany Items that match the Activity name it will be skipped, and will not be billed to the `Customer`
- Labor Rates are set by the `Item` in Quickbooks
* `Payments` Can be created via the Redmine application menu
* `Customers` Can be created via the Redmine application menu
- `Customers` can be searched
- Basic information for the `Customer` can be viewed/edit via the Customer page
* Webhook Support
- `Invoices` are automaticly attached to an Issue if a line item has a hashtag number in a `Line Item`
+ `Invoice` Custom Fields are matched Issue Custom Fileds and are automaticly updated in Quickbooks. For example, this is usefull for extracting the Mileage In / Out from the Issue and updating the Invoice with the information.
- `Customers` are automaticly updated in local database
| Plugin Version | Redmine Version |
| :--- | :--- |
| Version 2026.1.0+ | Redmine 6.1 |
| Version 2.0.0+ | Redmine 5 |
| Version 1.0.0+ | Redmine 4 |
| Version 0.8.1 | Redmine 3 |
## Features
* **Customer Assignment:** Issues can be assigned to a Customer via a dropdown in the edit Issue form.
* Once a customer is attached to an Issue, you can attach an Estimate to the issue via a dropdown menu.
* **Employee Mapping:** An Employee is assigned to a Redmine User via a dropdown in the User Administration page.
* **Automatic Billing:** If an Issue has been assigned a Customer, the following happens when the Issue is closed:
* A new Time Activity will be billed against the Customer assigned to the issue for each Redmine Time Entry.
* Time Entries will be totalled up by Activity name. This allows billing for different activities without having to create separate Issues.
* The Time Activity names are used to dynamically lookup Items in QuickBooks.
* If there are no Items that match the Activity name, it will be skipped and will not be billed to the Customer.
* Labor Rates are set by the corresponding Item in QuickBooks.
* **Customer Management:** Customers can be created via the New Customer Page.
* Customers can be searched by name or phone number.
* Basic information for the Customer can be viewed/edited via the Customer page.
* **Webhook Support:**
* **Invoices:** Automatically attached to an Issue if a line item contains a hashtag number (e.g., `#123`).
* **Custom Fields:** Invoice Custom Fields are matched to Issue Custom Fields and are automatically updated in QuickBooks. (Useful for extracting Mileage In/Out from the Issue to update the Invoice).
* **Sync:** Customers are automatically updated in the local database.
## Prerequisites
* Sign up to become a developer for Intuit https://developer.intuit.com/
* Create your own aplication to obtain your API keys
* Set up webhook service to https://redmine.yourdomain.com/qbo/webhook
- See https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/webhooks
* Sign up to become a developer for Intuit: https://developer.intuit.com/
* Create your own application to obtain your API keys.
* Set up the webhook service to `https://redmine.yourdomain.com/qbo/webhook`
## The Install
## Installation
1. To install, clone this repo into your plugin folder
1. **Clone the plugin:**
Clone this repo into your plugin folder and checkout a tagged version.
```bash
cd path/to/redmine/plugins
git clone git@github.com:rickbarrette/redmine_qbo.git
cd redmine_qbo
git checkout <tag>
```
`git clone git@github.com:rickbarrette/redmine_qbo.git`
2. **Install dependencies:** *Crucial for Redmine 6 / Rails 7 compatibility.*
2. Migrate your database
Bash
`rake redmine:plugins:migrate RAILS_ENV=production`
```
bundle install
```
3. Navigate to the plugin configuration page and suppy your own OAuth key & secret.
3. **Migrate your database:**
4. After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
Bash
5. Assign an Employee to each of your users via the User Administration Page
```
bundle exec rake redmine:plugins:migrate RAILS_ENV=production
```
## Automatic Deploy
4. **Restart Redmine:** You must restart your Redmine server instance for the plugin and hooks to load.
5. **Configuration:**
* Navigate to the plugin configuration page (`Administration > Plugins > Configure`).
* Supply your own OAuth Key & Secret.
* After saving the Key & Secret, click the **Authenticate** link on the configuration page to connect to QBO.
6. **User Mapping:**
* Assign an Employee to each of your users via the **User Administration Page**.
If you want the redmine server to be automaticly restarted after a git pull event add this hook to your git hook directory
https://gist.github.com/rickbarrette/3c999c7f37e321f9c60380de99e494f5
## Usage
To enable automatic `Time Activity` entries for an Issue , you need only to assign a `Customer` to an Issue via drop downs in the issue creation/update form.
To enable automatic Time Activity entries for an Issue, you simply need to assign a Customer to an Issue via the dropdowns in the issue creation/update form.
Note: After the inital synchronization, this plugin will recieve push notifications via Intuit's webhook service.
**Note:** After the initial synchronization, this plugin will receive push notifications via Intuit's webhook service.
## TODO
* Abiltiy to add line items to a ticket in a dynamic table so they can be added to the invoice upon closing of the issue
* Customer Deletion
* Email Customer updates, provding a link that would: bypass the login page, go directly to the issue directing them to, and allow them to view only that issue.
* Add Setting for Sandbox Mode
* Refactor Models prefixed with Qbo...
* Seperate Vehicles into a seperate plugin
* Make HTML Pretty
* Intergrate Customer Search into Redmine Search
* Fix Issue sort by Customer
* MORE Stuff...
* Add hooks to intergrate other plugins, i.e. customer vehicles for example
* MORE Stuff as I make it up...
## License
The MIT License (MIT)
Copyright (c) 2020 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.
> 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.

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@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -10,7 +10,6 @@
# This controller class will handle map management
class CustomersController < ApplicationController
unloadable
include AuthHelper
helper :issues
@@ -27,8 +26,8 @@ class CustomersController < ApplicationController
include SortHelper
helper :timelog
before_action :add_customer, :only => :new
before_action :view_customer, :except => :new
before_action :add_customer, :only => :new
before_action :view_customer, :except => [:new, :view]
skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [:view]
default_search_scope :names
@@ -36,25 +35,19 @@ 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)
end
# getter method for a customer's vehicles
# used for customer autocomplete field / issue form
def filter_vehicles_by_customer
@filtered_vehicles = Vehicle.all.where(customer_id: params[:selected_customer])
params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
end
# getter method for a customer's invoices
# used for customer autocomplete field / issue form
def filter_invoices_by_customer
@filtered_invoices = QboInvoice.all.where(customer_id: params[:selected_customer])
@filtered_invoices = Invoice.all.where(customer_id: params[:selected_customer])
end
# getter method for a customer's estimates
# used for customer autocomplete field / issue form
def filter_estimates_by_customer
@filtered_estimates = QboEstimate.all.where(customer_id: params[:selected_customer])
@filtered_estimates = Estimate.all.where(customer_id: params[:selected_customer])
end
# display a list of all customers
@@ -88,9 +81,15 @@ class CustomersController < ApplicationController
def show
begin
@customer = Customer.find_by_id(params[:id])
@vehicles = @customer.vehicles.paginate(:page => params[:page])
@issues = @customer.issues
rescue ActiveRecord::RecordNotFound
@issues = @customer.issues.order(id: :desc)
@billing_address = address_to_s(@customer.billing_address)
@shipping_address = address_to_s(@customer.shipping_address)
@closed_issues = (@issues - @issues.open)
@hours = 0
@closed_hours = 0
@issues.open.each { |i| @hours+= i.total_spent_hours }
@closed_issues.each { |i| @closed_hours+= i.total_spent_hours }
rescue
render_404
end
end
@@ -99,7 +98,7 @@ class CustomersController < ApplicationController
def edit
begin
@customer = Customer.find_by_id(params[:id])
rescue ActiveRecord::RecordNotFound
rescue
render_404
end
end
@@ -108,14 +107,14 @@ 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
redirect_to edit_customer_path
flash[:error] = @customer.errors.full_messages.to_sentence if @customer.errors
end
rescue ActiveRecord::RecordNotFound
rescue
render_404
end
end
@@ -126,7 +125,24 @@ class CustomersController < ApplicationController
Customer.find_by_id(params[:id]).destroy
flash[:notice] = "Customer deleted successfully"
redirect_to action: :index
rescue ActiveRecord::RecordNotFound
rescue
render_404
end
end
# creates new customer view tokens, removes expired tokens & redirects to newly created customer view with new token.
def share
Thread.new do
logger.info "Removing expired customer tokens"
CustomerToken.remove_expired_tokens
ActiveRecord::Base.connection.close
end
begin
issue = Issue.find_by_id(params[:id])
redirect_to view_path issue.share_token.token
rescue
render_404
end
end
@@ -136,15 +152,17 @@ class CustomersController < ApplicationController
User.current = User.find_by lastname: 'Anonymous'
@token = CustomerToken.where("token = ? and expires_at > ?", params[:token], Time.now)
@token = @token.first
if @token
@token = CustomerToken.find_by token: params[:token]
begin
@token.destroy if @token.expired?
raise "Token Expired" if @token.destroyed
session[:token] = @token.token
@issue = Issue.find @token.issue_id
@journals = @issue.journals.
preload(:details).
preload(:user => :email_address).
reorder(:created_on, :id).to_a
preload(:details).
preload(:user => :email_address).
reorder(:created_on, :id).to_a
@journals.each_with_index {|j,i| j.indice = i+1}
@journals.reject!(&:private_notes?) unless User.current.allowed_to?(:view_private_notes, @issue.project)
Journal.preload_journals_details_custom_fields(@journals)
@@ -159,7 +177,7 @@ class CustomersController < ApplicationController
@priorities = IssuePriority.active
@time_entry = TimeEntry.new(:issue => @issue, :project => @issue.project)
@relation = IssueRelation.new
else
rescue
render_403
end
end
@@ -189,4 +207,18 @@ class CustomersController < ApplicationController
found_non_zero
end
# format a quickbooks address to a human readable string
def address_to_s (address)
return if address.nil?
string = address.line1 if address.line1
string << "\n" + address.line2 if address.line2
string << "\n" + address.line3 if address.line3
string << "\n" + address.line4 if address.line4
string << "\n" + address.line5 if address.line5
string << " " + address.city if address.city
string << ", " + address.country_sub_division_code if address.country_sub_division_code
string << " " + address.postal_code if address.postal_code
return string
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -8,21 +8,35 @@
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class EstimateController < ApplicationController
unloadable
include AuthHelper
before_action :require_user
before_action :require_user, :unless => proc {|c| session[:token].nil? }
skip_before_action :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
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
end
#
# Downloads and forwards the estimate pdf
#
def show
e = QboEstimate.find_by_id(params[:id]) if params[:id]
e = QboEstimate.find_by_doc_number(params[:search]) if params[:search]
estimate = get_estimate
begin
send_data e.pdf, filename: "estimate #{e.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
rescue
redirect_to :back, :flash => { :error => "Estimate not found" }
end
@@ -32,11 +46,10 @@ class EstimateController < ApplicationController
# Downloads estimate by document number
#
def doc
e = QboEstimate.find_by_doc_number(params[:id]) if params[:id]
e = QboEstimate.find_by_doc_number(params[:search]) if params[:search]
estimate = get_estimate
begin
send_data e.pdf, filename: "estimate #{e.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
rescue
redirect_to :back, :flash => { :error => "Estimate not found" }
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -8,9 +8,9 @@
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class InvoiceController < ApplicationController
unloadable
include AuthHelper
require 'combine_pdf'
before_action :require_user, :unless => proc {|c| session[:token].nil? }
skip_before_action :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
@@ -19,9 +19,36 @@ class InvoiceController < ApplicationController
# Downloads and forwards the invoice pdf
#
def show
base = QboInvoice.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"
logger.info("Processing request for URL: #{request.original_url}")
begin
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
# If multiple id's then pull each pdf & combine them
if params[:invoice_ids]
logger.info("Grabbing pdfs for " + params[:invoice_ids].join(', '))
ref = ""
params[:invoice_ids].each do |i|
logger.info("processing " + i)
invoice = service.fetch_by_id(i)
ref += " #{invoice.doc_number}"
@pdf << CombinePDF.parse(service.pdf(invoice)) unless @pdf.nil?
if @pdf.nil?
@pdf = CombinePDF.parse(service.pdf(invoice))
end
end
@pdf = @pdf.to_pdf
else
invoice = service.fetch_by_id(params[:id])
@pdf = service.pdf(invoice)
ref = invoice.doc_number
end
send_data @pdf, filename: "invoice #{ref}.pdf", :disposition => 'inline', :type => "application/pdf"
end
rescue
redirect_to :back, :flash => { :error => "Invoice not found" }
end
end
end

View File

@@ -1,94 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
# This controller class will handle map management
class LineItemsController < ApplicationController
unloadable
include AuthHelper
before_action :require_user
# display all line items for an issue
def index
if params[:issue_id]
begin
@line_items = Issue.find_by_id(params[:issue_id]).line_items
rescue ActiveRecord::RecordNotFound
render_404
end
end
end
# return an HTML form for creating a new line item
def new
@line_item = LineItem.new
end
# create a new line item
def create
@line_item = LineItem.new(params[:line_item])
if @line_item.save
flash[:notice] = "New Line Item Created"
redirect_to @line_item.issue
else
flash[:error] = @line_item.errors.full_messages.to_sentence
redirect_to new_line_item_path
end
end
# display a specific line item
def show
begin
@line_item = LineItem.find_by_id(params[:id])
rescue ActiveRecord::RecordNotFound
render_404
end
end
# return an HTML form for editing a line item
def edit
begin
@line_item = LineItem.find_by_id(params[:id])
rescue ActiveRecord::RecordNotFound
render_404
end
end
# update a specific line item
def update
begin
@line_item = LineItem.find_by_id(params[:id])
if @line_item.update_attributes(params[:line_item])
flash[:notice] = "Line Item updated"
redirect_to @line_item
else
flash[:error] = @line_item.errors.full_messages.to_sentence if @line_item.errors
redirect_to edit_line_item_path
end
rescue ActiveRecord::RecordNotFound
render_404
end
end
# delete a specific line item
def destroy
begin
line_item = LineItem.find_by_id(params[:id])
issue = line_item.issue
line_item.destroy
flash[:notice] = "Line Item deleted successfully"
redirect_to issue
rescue ActiveRecord::RecordNotFound
render_404
end
end
end

View File

@@ -1,57 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class PaymentsController < ApplicationController
unloadable
include AuthHelper
before_action :check_permissions
def new
@payment = Payment.new
@customers = Customer.all.sort_by &:name
@accounts = Qbo.get_base(:account).query("SELECT Id, Name FROM Account WHERE AccountType = 'Bank' Order By Name")
@payment_methods = Qbo.get_base(:payment_method).all
end
def create
@payment = Payment.new(params[:payment])
if @payment.save
flash[:notice] = "Payment Saved"
redirect_to Customer.find_by_id(@payment.customer_id)
else
flash[:error] = @payment.errors.full_messages.to_sentence
redirect_to new_customer_path
end
end
private
def check_permissions
if !allowed_to?(:add_payments)
render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
end
end
def only_one_non_zero?( array )
found_non_zero = false
array.each do |val|
if val!=0
return false if found_non_zero
found_non_zero = true
end
end
found_non_zero
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -9,35 +9,26 @@
#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'
include AuthHelper
before_action :require_user, :except => :qbo_webhook
skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [:qbo_webhook]
before_action :require_user, :except => :webhook
skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [:webhook]
#
# Called when the QBO Top Menu us shown
#
def index
@qbo = Qbo.first
@customer_count = Customer.count
@qbo_item_count = QboItem.count
@qbo_employee_count = QboEmployee.count
@qbo_invoice_count = QboInvoice.count
@qbo_estimate_count = QboEstimate.count
def allowed_params
params.permit(:code, :state, :realmId, :id)
end
#
# 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/"
#callback = qbo_oauth_callback_url
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
@@ -46,10 +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 = qbo_oauth_callback_url
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
@@ -57,17 +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
@@ -79,16 +65,16 @@ 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
# Quickbooks Webhook Callback
def qbo_webhook
def webhook
logger.debug "Quickbooks is calling webhook"
logger.info "Quickbooks is calling webhook"
# check the payload
signature = request.headers['intuit-signature']
@@ -98,69 +84,67 @@ 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']
# TODO rename all other models!
name.prepend("Qbo") if not name.eql? "Customer"
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
logger.debug "Quickbooks webhook complete"
logger.info "Quickbooks webhook complete"
end
#
# Synchronizes the QboCustomer table with QBO
#
def sync
logger.debug "Syncing EVERYTHING"
logger.info "Syncing EVERYTHING"
# Update info in background
Thread.new do
if Qbo.exists?
Customer.sync
QboInvoice.sync
QboItem.sync
QboEmployee.sync
QboEstimate.sync
Invoice.sync
Employee.sync
Estimate.sync
# Record the last sync time
Qbo.update_time_stamp
@@ -168,6 +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

@@ -1,124 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
# This controller class will handle map management
class VehiclesController < ApplicationController
unloadable
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
rescue ActiveRecord::RecordNotFound
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 ActiveRecord::RecordNotFound
render_404
end
end
# update a specific vehicle
def update
@customer = params[:customer]
begin
@vehicle = Vehicle.find_by_id(params[:id])
if @vehicle.update_attributes(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 ActiveRecord::RecordNotFound
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 ActiveRecord::RecordNotFound
render_404
end
end
private
# checks to see if there is only one item in an array
# @return true if array only has one item
def only_one_non_zero?( array )
found_non_zero = false
array.each do |val|
if val!=0
return false if found_non_zero
found_non_zero = true
end
end
found_non_zero
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#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:
#
@@ -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 - 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.
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 - 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:
#
@@ -9,22 +9,18 @@
#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 :qbo_purchases
has_many :qbo_invoices
has_many :qbo_estimates
has_many :vehicles
has_many :invoices
has_many :estimates
#attr_accessible :name, :notes, :email, :primary_phone, :mobile_phone, :phone_number
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
@@ -89,6 +85,13 @@ class Customer < ActiveRecord::Base
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
begin
@@ -136,29 +139,29 @@ 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|
qbo_customer = Customer.find_or_create_by(id: customer.id)
if customer.active?
if not qbo_customer.name.eql? customer.display_name
qbo_customer.name = customer.display_name
qbo_customer.id = customer.id
qbo_customer.save_without_push
end
return unless customers
customers.each do |c|
logger.info "Processing customer #{c.id}"
customer = Customer.find_or_create_by(id: c.id)
if c.active?
#if not customer.name.eql? c.display_name
customer.name = c.display_name
customer.id = c.id
customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
customer.save_without_push
#end
else
if not qbo_customer.new_record?
qbo_customer.delete
if not c.new_record?
customer.delete
end
end
end
@@ -173,19 +176,26 @@ 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)
qbo_customer = Customer.find_or_create_by(id: customer.id)
if customer.active?
if not qbo_customer.name.eql? customer.display_name
qbo_customer.name = customer.display_name
qbo_customer.id = customer.id
qbo_customer.save_without_push
end
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
else
if not qbo_customer.new_record?
qbo_customer.delete
if not customer.new_record?
customer.delete
end
end
end
@@ -193,7 +203,11 @@ 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
@@ -211,7 +225,11 @@ 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) 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:
#
@@ -9,15 +9,53 @@
#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
#attr_accessible :token, :expires_at, :issue_id
validates_presence_of :expires_at, :issue_id
before_create :generate_token
validates_presence_of :issue_id
before_create :generate_token, :generate_expire_date
attr_accessor :destroyed
after_destroy :mark_as_destroyed
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE_QBO__' + SecureRandom.uuid
OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE__' + SecureRandom.uuid
# generates a random token using the plugin setting settingsOAuthConsumerSecret for salt
def generate_token
self.token = SecureRandom.base64(15).tr('+/=lIO0', OAUTH_CONSUMER_SECRET)
end
# generates an expiring date
def generate_expire_date
self.expires_at = Time.now + 1.month
end
# set destroyed flag
def mark_as_destroyed
self.destroyed = true
end
# purge expired tokens
def self.remove_expired_tokens
where("expires_at < ?", Time.now).destroy_all
end
# has the token expired?
def expired?
self.expires_at < Time.now
end
# Getter convenience method for tokens
def self.get_token(issue)
# check to see if token exists & if it is expired
token = find_by_issue_id issue.id
unless token.nil?
return token unless token.expired?
# remove expired tokens
token.destroy
end
# only create new token if we have an issue to attach it to
return create(:issue_id => issue.id) if User.current.logged?
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -8,35 +8,43 @@
#
#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 QboEmployee < ActiveRecord::Base
unloadable
class Employee < ActiveRecord::Base
has_many :users
#attr_accessible :name
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|
qbo_employee = find_or_create_by(id: employee.id)
qbo_employee.name = employee.display_name
qbo_employee.id = employee.id
qbo_employee.save!
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_employee = find_or_create_by(id: employee.id)
qbo_employee.name = employee.display_name
qbo_employee.id = employee.id
qbo_employee.save!
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
employee.save!
end
end

129
app/models/estimate.rb Normal file
View File

@@ -0,0 +1,129 @@
#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 Estimate < ActiveRecord::Base
has_and_belongs_to_many :issues
belongs_to :customer
validates_presence_of :doc_number, :id
self.primary_key = :id
# sync all estimates
def self.sync
logger.info "Syncing ALL estimates"
qbo = Qbo.first
estimates = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all
end
return unless estimates
estimates.each { |estimate|
process_estimate(estimate)
}
#remove deleted estimates
where.not(estimates.map(&:id)).destroy_all
end
# sync only one estimate
def self.sync_by_id(id)
logger.info "Syncing estimate #{id}"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
process_estimate(service.fetch_by_id(id))
end
end
# sync only one estimate
def self.sync_by_doc_number(number)
logger.info "Syncing estimate by doc number #{number}"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
process_estimate(service.find_by( :doc_number, number).first)
end
end
# update an estimate
def self.update(id)
# Update the item table
qbo = Qbo.first
estimate = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(id)
end
return unless estimate
e = find_or_create_by(id: id)
e.doc_number = estimate.doc_number
e.txn_date = estimate.txn_date
e.save!
end
# process an estimate into the database
def self.process_estimate(qbo_estimate)
logger.info "Processing estimate #{qbo_estimate.id}"
estimate = find_or_create_by(id: qbo_estimate.id)
estimate.doc_number = qbo_estimate.doc_number
estimate.customer_id = qbo_estimate.customer_ref.value
estimate.id = qbo_estimate.id
estimate.txn_date = qbo_estimate.txn_date
estimate.save!
end
# download the pdf from quickbooks
def pdf
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
estimate = service.fetch_by_id(id)
service.pdf(estimate)
end
end
# Magic Method
# Maps Get/Set methods to QBO estimate object
def method_missing(sym, *arguments)
# Check to see if the method exists
if Quickbooks::Model::Estimate.method_defined?(sym)
# download details if required
pull unless @details
method_name = sym.to_s
# Setter
if method_name[-1, 1] == "="
@details.method(method_name).call(arguments[0])
# Getter
else
return @details.method(method_name).call
end
end
end
private
# pull the details
def pull
begin
raise Exception unless self.id
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
service(:estimate).fetch_by_id(self.id)
end
rescue Exception => e
@details = Quickbooks::Model::Estimate.new
end
end
end

203
app/models/invoice.rb Normal file
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@@ -0,0 +1,203 @@
#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 Invoice < ActiveRecord::Base
has_and_belongs_to_many :issues
belongs_to :customer
validates_presence_of :doc_number, :id, :customer_id, :txn_date
self.primary_key = :id
# sync ALL the invoices
def self.sync
logger.info "Syncing all invoices"
last = Qbo.first.last_sync
query = "SELECT Id, DocNumber FROM Invoice"
query << " WHERE Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
# TODO actually do something with the above query
# .all() is never called since count is never initialized
qbo = Qbo.first
invoices = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all
end
return unless invoices
invoices.each { | invoice |
process_invoice invoice
}
end
#sync by invoice ID
def self.sync_by_id(id)
logger.info "Syncing invoice #{id}"
qbo = Qbo.first
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
invoice = service.fetch_by_id(id)
process_invoice invoice
end
end
private
# Attach the invoice to the issue
def self.attach_to_issue(issue, invoice)
return if issue.nil?
# skip this issue if the issue customer is not the same as the invoice customer
return if issue.customer_id != invoice.customer_ref.value.to_i
logger.info "Attaching invoice #{invoice.id} to issue #{issue.id}"
invoice = Invoice.find_or_create_by(id: invoice.id)
unless issue.invoices.include?(invoice)
issue.invoices << invoice
issue.save!
end
compare_custom_fields(issue, invoice)
end
# processes the invoice into the database
def self.process_invoice(i)
logger.info "Processing invoice #{i.id}"
# Load the invoice into the database
invoice = Invoice.find_or_create_by(id: i.id)
invoice.doc_number = i.doc_number
invoice.id = i.id
invoice.customer_id = i.customer_ref
invoice.txn_date = i.txn_date
invoice.save!
# Scan the private notes for hashtags and attach to the applicable issues
if not i.private_note.nil?
i.private_note.scan(/#(\w+)/).flatten.each { |issue|
attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
}
end
# Scan the line items for hashtags and attach to the applicable issues
i.line_items.each { |line|
if line.description
line.description.scan(/#(\w+)/).flatten.each { |issue|
attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
}
end
}
end
# compares the custome fields on invoices & issues and updates the invoice as needed
#
# the issue here is when two or more issues share an invoice with the same custom field, but diffrent values
# this condions causes an infinite loop as the webhook is called when an invoice is updated
# TODO maybe add a cf_sync_confict flag to invoices
def self.compare_custom_fields(issue, invoice)
logger.info "Comparing custom fields"
# 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 }
# Process updates from the hooks
context.each do |c|
unless c.nil?
logger.debug "Invoice.compare_custom_fields: We have a responce from a hook"
push_updates c[:invoice] if c[:is_changed]
end
end
# Process Issue 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 invoice if is_changed
end
# pushes invoice updates
def self.push_updates(invoice)
begin
logger.info "Invoice.push_updates"
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
end
rescue
# Do nothing, probaly custome field sync confict on the invoice.
# This is a problem with how it's billed
# TODO Add notes in memo area
# TODO flag Invoice.cf_sync_confict here
logger.error "Failed to update invoice"
end
end
# download the pdf from quickbooks
def 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(id)
return service.pdf(invoice)
end
end
# Magic Method
# Maps Get/Set methods to QBO invoice object
def method_missing(sym, *arguments)
# Check to see if the method exists
if Quickbooks::Model::Invoice.method_defined?(sym)
# download details if required
pull unless @details
method_name = sym.to_s
# Setter
if method_name[-1, 1] == "="
@details.method(method_name).call(arguments[0])
# Getter
else
return @details.method(method_name).call
end
end
end
# pull the details from quickbooks
def pull
begin
raise Exception unless self.id
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
service.fetch_by_id(self.id)
end
rescue Exception => e
@details = Quickbooks::Model::Invoice.new
end
end
end

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@@ -1,34 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class LineItem < ActiveRecord::Base
unloadable
belongs_to :issue
#attr_accessible :amount, :description, :unit_price, :quantity, :item_id
validates_presence_of :amount, :description, :unit_price, :quantity
def add_to_invoice(invoice)
line_item = Quickbooks::Model::InvoiceLineItem.new
line_item.amount = amount
line_item.description = description
line_item.sales_item! do |detail|
detail.unit_price = unit_price
detail.quantity = quantity
detail.item_id = item_id # Item ID here... Where do i get this???
end
invoice.line_items << line_item
return invoice
end
end

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@@ -1,37 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2020 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 Payment
unloadable
include ActiveModel::Model
attr_accessor :errors, :customer_id, :account_id, :payment_method_id, :total_amount
validates_presence_of :customer_id, :account_id, :payment_method_id, :total_amount
validates :total_amount, numericality: true
def save
payment = Quickbooks::Model::Payment.new
payment.customer_id = @customer_id.to_i
payment.deposit_to_account_id = @account_id.to_i
payment.payment_method_id = @payment_method_id.to_i
payment.total = @total_amount
Qbo.get_base(:payment).update(payment)
end
def save!
save
end
# Dummy stub to make validtions happy.
def update_attribute
end
end

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2020 rick barrette
#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:
#
@@ -9,88 +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 :qb_token, :qb_secret, :company_id, :token_expires_at, :reconnect_token_at
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

View File

@@ -1,66 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class QboEstimate < ActiveRecord::Base
unloadable
has_and_belongs_to_many :issues
belongs_to :customer
#attr_accessible :doc_number, :id
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
estimates = get_base.all
estimates.each { |estimate|
process_estimate(estimate)
}
#remove deleted estimates
where.not(estimates.map(&:id)).destroy_all
end
# sync only one estimate
def self.sync_by_id(id)
process_estimate(get_base.fetch_by_id(id))
end
# update an estimate
def self.update(id)
# Update the item table
estimate = get_base.fetch_by_id(id)
qbo_estimate = find_or_create_by(id: id)
qbo_estimate.doc_number = estimate.doc_number
qbo_estimate.save!
end
# process an estimate into the database
def self.process_estimate(estimate)
qbo_estimate = find_or_create_by(id: estimate.id)
qbo_estimate.doc_number = estimate.doc_number
qbo_estimate.customer_id = estimate.customer_ref.value
qbo_estimate.id = estimate.id
qbo_estimate.save!
end
# download the pdf from quickbooks
def pdf
base = QboEstimate.get_base
estimate = base.fetch_by_id(id)
return base.pdf(estimate)
end
end

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@@ -1,168 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class QboInvoice < ActiveRecord::Base
unloadable
has_and_belongs_to_many :issues
belongs_to :customer
#attr_accessible :doc_number, :id
validates_presence_of :doc_number, :id
self.primary_key = :id
def self.get_base
Qbo.get_base(:invoice)
end
# sync ALL the invoices
def self.sync
logger.debug "Syncing all invoices"
last = Qbo.first.last_sync
query = "SELECT Id, DocNumber FROM Invoice"
query << " WHERE Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
if count == 0
invoices = get_base.all
else
invoices = get_base.query()
end
# Update the invoice table
invoices.each { | invoice |
process_invoice invoice
}
end
#sync by invoice ID
def self.sync_by_id(id)
logger.debug "Syncing invoice #{id}"
#update the information in the database
invoice = get_base.fetch_by_id(id)
process_invoice invoice
end
private
# Attach the invoice to the issue
def self.attach_to_issue(issue, invoice)
return if issue.nil?
# 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}"
# 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.save!
unless issue.qbo_invoices.include?(qbo_invoice)
issue.qbo_invoices << qbo_invoice
issue.save!
end
compare_custom_fields(issue, invoice)
end
# processes the invoice into the system
def self.process_invoice(invoice)
logger.debug "Processing invoice"
# Check the private notes
if not invoice.private_note.nil?
invoice.private_note.scan(/#(\w+)/).flatten.each { |issue|
attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
}
end
# Scan the line items for hashtags and attach to the applicable issues
invoice.line_items.each { |line|
if line.description
line.description.scan(/#(\w+)/).flatten.each { |issue|
attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
}
end
}
end
def self.compare_custom_fields(issue, invoice)
is_changed = false
# update the invoive custom fields with infomation from the work ticket if available
invoice.custom_fields.each { |cf|
# TODO Add some hooks here
# VIN from the attached vehicle
begin
if cf.name.eql? "VIN"
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.debug "VIN has changed"
is_changed = true
end
end
rescue
#do nothing
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
# Use the lowest Milage
if cf.name.eql? "Mileage In"
if cf.string_value.to_i > value.value.to_i or cf.string_value.blank?
cf.string_value = value.value.to_s
is_changed = true
end
# Use the max milage
elsif cf.name.eql? "Mileage Out"
if cf.string_value.to_i < value.value.to_i or cf.string_value.blank?
cf.string_value = value.value.to_s
is_changed = true
end
else
# Everything else
cf.string_value = value.value.to_s
is_changed = true
end
end
end
rescue
# Nothing to do here, there is no match
end
}
# TODO Add some hooks here
# Push updates
#invoice.sync_token += 1 if is_changed
begin
logger.debug "Trying to update invoice"
get_base.update(invoice) if is_changed
rescue
# Do nothing, probaly too many vehicles on the invoice. This is a problem with how it's billed
# TODO Add notes in memo area
logger.error "Failed to update invoice"
end
end
end

View File

@@ -1,47 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class QboPurchase < ActiveRecord::Base
unloadable
belongs_to :issues
belongs_to :qbo_customer
#attr_accessible :description
validates_presence_of :id, :line_id, :description, :qbo_customer_id
def self.get_base
Qbo.get_base(:purchase)
end
def get_purchase(id)
get_base.find_by_id(id)
end
def self.sync
QboPurchase.get_base.all.each { |purchase|
purchase.line_items.all? { |line_item|
detail = line_item.account_based_expense_line_detail ? line_item.account_based_expense_line_detail : line_item.item_based_expense_line_detail
if detail.billable_status = "Billable"
qbo_purchase = find_or_create_by(id: purchase.id)
qbo_purchase.line_id = line_item.id
qbo_purchase.description = line_item.description
qbo_purchase.qbo_customer_id = detail.customer_ref
#TODO attach to issues
#qbo_purchase.issue_id = Issue.find_by_invoice()
qbo_purchase.save
end
}
}
end
end

View File

@@ -1,125 +0,0 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class Vehicle < ActiveRecord::Base
unloadable
belongs_to :customer
has_many :issues, :foreign_key => 'vehicles_id'
#attr_accessible :year, :make, :model, :customer_id, :notes, :vin
validates_presence_of :customer
validates :vin, uniqueness: true
before_save :decode_vin
#after_find :get_details
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 EMUNDS
def details
get_details if @details.nil?
return @details
end
# returns the style of the vehicle
def style
get_details if @details.nil?
begin
return @details.trim if @details
rescue
return nil
end
end
# returns the drive of the vehicle i.e. 2 wheel, 4 wheel, ect.
def drive
#todo fix this
#return @details.drive_type if @details
return nil
end
# returns the number of doors of the vehicle
def doors
get_details if @details.nil?
return @details.doors if @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 for VIN numbers
def vin=(val)
#strip VIN of all illegal chars (for barcode scanner)
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?
rescue Exception => e
errors.add(:vin, e.message)
end
end
self.name = to_s
end
private
# init method to pull JSON details from Edmunds
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>
@@ -17,17 +23,12 @@
<tr>
<th><%=t(:label_billing_address)%></th>
<td><%= customer.billing_address %></td>
<td><%= @billing_address %></td>
</tr>
<tr>
<th><%=t(:label_shipping_address)%></th>
<td><%= customer.shipping_address %></td>
</tr>
<tr>
<th><%=t(:issues)%></th>
<td><%= customer.issues.count %></td>
<td><%= @shipping_address %></td>
</tr>
<tr>
@@ -36,19 +37,24 @@
</tr>
<tr>
<th><%=t(:label_balance_with_jobs)%></th>
<td>$<%= customer.balance_with_jobs %></td>
<th colspan="2"><h4><%=t(:field_notes)%></hr></th>
</tr>
<tr>
<th><%=t(:field_notes)%></th>
<td><%= customer.notes %></td>
</tr>
<tr>
<td>
<%= button_to t(:label_edit_customer), edit_customer_path(customer), method: :get%>
<td colspan="2">
<pre id="note-display" style="text-align: left; white-space: pre-wrap; font-family: inherit;">
<%= customer.notes %>
</pre>
</td>
</tr>
<script>
const preElement = document.getElementById('note-display');
// This takes the text, trims the edges, and puts it back
preElement.textContent = preElement.textContent.trim();
</script>
</tbody>
</table>
<br/>
<br/>

View File

@@ -7,28 +7,28 @@
<div class="clearfix">
<%=t(:label_display_name)%>
<div class="input">
<%= f.text_field :name, :required => true %>
<%= f.text_field :name, :required => true, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_primary_phone)%>
<div class="input">
<%= f.telephone_field :primary_phone %>
<%= f.telephone_field :primary_phone, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_mobile_phone)%>:
<div class="input">
<%= f.telephone_field :mobile_phone %>
<%= f.telephone_field :mobile_phone, :autocomplete => "off" %>
</div>
</div>
<div class="clearfix">
<%=t(:label_email)%>:
<div class="input">
<%= f.email_field :email %>
<%= f.email_field :email, :autocomplete => "off" %>
</div>
</div>
@@ -36,8 +36,7 @@
<%=t(:field_notes)%>:
<div class="input">
<p>
<%= link_to_function content_tag(:span, l(:button_edit), :class => 'icon icon-edit'), '$(this).hide(); $("#issue_description_and_toolbar").show()' unless @customer.new_record? %>
<%= content_tag 'span', :id => "issue_description_and_toolbar", :style => (@customer.new_record? ? nil : 'display:none') do %>
<%= content_tag 'span', :id => "issue_description_and_toolbar" do %>
<%= f.text_area :notes,
:cols => 60,
:rows => 10,

View File

@@ -1,6 +1,5 @@
<%= form_tag(customers_path, :method => "get", id: "search-form") do %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers) %>
<%= submit_tag t(:label_search) %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), :autocomplete => "off" %>
<%= 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%>

View File

@@ -1 +1 @@
$('select#issue_qbo_estimate_id').html('<%= j content_tag(:option,'',:value=>"")+options_from_collection_for_select(@filtered_estimates, :id, :doc_number) %>');
$('select#issue_estimate_id').html('<%= j content_tag(:option,'',:value=>"")+options_from_collection_for_select(@filtered_estimates, :id, :doc_number) %>');

View File

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

View File

@@ -1,28 +1,53 @@
<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= @customer.name %> </h2>
<br/>
<div class="subject">
<div><h3><%=t(:label_details)%>:</h3></div>
</div>
<div class="attributes">
<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= link_to @customer.to_s, "https://#{Setting.plugin_redmine_qbo['sandbox'] ? "sandbox" : "app"}.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
<div class="issue">
<div class="splitcontent">
<div class="splitcontentleft">
<%= render :partial => 'customers/details', locals: {customer: @customer} %>
<h4><%=t(:label_details)%>:</h4>
<!-- Customer Info -->
<div class="splitcontent">
<div class="splitcontentleft">
<h4><%=t(:field_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">
<h4><%=t(:estimates)%>:</h4>
<%= render :partial => 'estimates/list', locals: {customer: @customer} %>
</div>
<div class="splitcontentleft">
<h4><%=t(:label_invoices)%>:</h4>
<%= render :partial => 'invoices/list', locals: {customer: @customer} %>
</div>
</div>
</div>
<div class="splitcontentleft">
<h4><%=t(:field_vehicles)%>:</h4>
<%= render :partial => 'vehicles/list' %>
<%= button_to "New Vehicle", new_customer_vehicle_path(@customer), method: :get %>
<%= call_hook :show_customer_view_right, {customer: @customer} %>
</div>
</div>
<br/>
<h2><%=t(:label_open_issues)%>:</h2>
<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
<h2><%=t(:label_closed_issues)%>:</h2>
<%= render :partial => 'issues/list_simple', locals: {issues: (@issues - @issues.open)} %>
</div>
<br/>
<h3><%=@issues.open.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%> - <%= @closed_hours.round(1)%> <%=t(:label_hours)%></h3>
<%= render :partial => 'issues/list_simple', locals: {issues: @closed_issues} %>

View File

@@ -1,3 +1,5 @@
<p style="float: right;"> <%= copy_object_url_link(request.url) %> </p>
<h2><%= issue_heading(@issue) %></h2>
<div class="<%= @issue.css_classes %> details">
@@ -5,7 +7,7 @@
<%= avatar(@issue.author, :size => "50") %>
<div class="subject">
<%= render_issue_subject_with_tree(@issue) %>
<%= render_issue_subject_with_tree(@issue) %>
<%=t(:label_customer_link_expires)%> <%= distance_of_time_in_words(Time.now, @token.expires_at) %>
</div>
<p class="author">
@@ -20,13 +22,13 @@
rows.left l(:field_status), @issue.status.name, :class => 'status'
rows.left l(:field_priority), @issue.priority.name, :class => 'priority'
unless @issue.disabled_core_fields.include?('assigned_to_id')
rows.left l(:field_assigned_to), avatar(@issue.assigned_to, :size => "14").to_s.html_safe + (@issue.assigned_to ? link_to_user(@issue.assigned_to) : "-"), :class => 'assigned-to'
rows.left l(:field_assigned_to), avatar(@issue.assigned_to, :size => "14").to_s.html_safe + (@issue.assigned_to ? @issue.assigned_to : "-"), :class => 'assigned-to'
end
unless @issue.disabled_core_fields.include?('category_id') || (@issue.category.nil? && @issue.project.issue_categories.none?)
rows.left l(:field_category), (@issue.category ? @issue.category.name : "-"), :class => 'category'
end
unless @issue.disabled_core_fields.include?('fixed_version_id') || (@issue.fixed_version.nil? && @issue.assignable_versions.none?)
rows.left l(:field_fixed_version), (@issue.fixed_version ? link_to_version(@issue.fixed_version) : "-"), :class => 'fixed-version'
rows.left l(:field_fixed_version), (@issue.fixed_version ? @issue.fixed_version : "-"), :class => 'fixed-version'
end
unless @issue.disabled_core_fields.include?('start_date')
rows.right l(:field_start_date), format_date(@issue.start_date), :class => 'start-date'

View File

@@ -0,0 +1,11 @@
<% if @customer.present? %>
<% @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>
<% end %>
<% else %>
<p><%=t(:label_no_estimates)%>.</p>
<% end %>

View File

@@ -1,4 +1,4 @@
<%= form_tag("/qbo/estimate/doc", :method => "get", id: "est-search-form") do %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_estimates) %>
<%= form_tag(estimate_doc_path, :method => "get") do %>
<%= text_field_tag :search, params[:search], placeholder: t(:label_search_estimates), :autocomplete => "off" %>
<%= submit_tag t(:label_search), :formtarget => "_blank" %>
<% end %>

View File

@@ -0,0 +1,28 @@
<% if @customer.present? %>
<%= form_with(url: invoice_path, method: :get) do |form| %>
<% if @customer.invoices.count > 1 %>
<div class="form-check">
<%= check_box_tag "select-all-invoices", "1", false, id: "select-all-invoices" %>
<%= label_tag "select-all-invoices", t(:label_select_all) %>
</div>
<hr>
<% end %>
<% @customer.invoices.order(id: :desc).each do |invoice| %>
<div class="row">
<%= check_box_tag "invoice_ids[]", invoice.id, false, class: "invoice-checkbox" %>
<b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
</div>
<% end %>
<% if @customer.invoices.count > 1 %>
<%= form.submit t(:button_bulk_pdf) %>
<% end %>
<% end %>
<% else %>
<p><%=t(:label_no_invoices)%>.</p>
<% end %>

View File

@@ -0,0 +1,9 @@
<p>
<label for="issue_customer"><%= t(:customer) %></label>
<%= search_customer %>
<%= customer_id %>
</p>
<p>
<%= select_estimate %>
</p>

View File

@@ -0,0 +1,35 @@
<% reply_links = issue.notes_addable? -%>
<% for journal in journals %>
<div id="change-<%= journal.id %>" class="<%= journal.css_classes %>">
<div id="note-<%= journal.indice %>">
<div class="contextual">
<span class="journal-actions"><%= render_journal_actions(issue, journal, :reply_links => reply_links) %></span>
<a href="#note-<%= journal.indice %>" class="journal-link">#<%= journal.indice %></a>
</div>
<h4>
<%= avatar(journal.user, :size => "24") %>
<%= authoring journal.created_on, journal.user, :label => :label_updated_time_by %>
<%= render_private_notes_indicator(journal) %>
</h4>
<% if journal.details.any? %>
<ul class="details">
<% details_to_strings(journal.visible_details).each do |string| %>
<li><%= string %></li>
<% end %>
</ul>
<% if Setting.thumbnails_enabled? && (thumbnail_attachments = journal_thumbnail_attachments(journal)).any? %>
<div class="thumbnails">
<% thumbnail_attachments.each do |attachment| %>
<div><%= thumbnail_tag(attachment) %></div>
<% end %>
</div>
<% end %>
<% end %>
<%= render_notes(issue, journal, :reply_links => reply_links) unless journal.notes.blank? %>
</div>
</div>
<%= call_hook(:view_issues_history_journal_bottom, { :journal => journal }) %>
<% end %>
<% heads_for_wiki_formatter if User.current.allowed_to?(:edit_issue_notes, issue.project) || User.current.allowed_to?(:edit_own_issue_notes, issue.project) %>

View File

@@ -0,0 +1,22 @@
<div class="splitcontent">
<div class="splitcontentleft">
<div class="customer_id attribute">
<div class="label"><span><%=t(:field_customer)%></span>:</div>
<div class="value"><%= customer %></div>
</div>
<div class="estimate_id attribute">
<div class="label"><span><%=t(:field_estimate)%></span>:</div>
<div class="value"><%= estimate_link %></div>
</div>
<div class="invoice_id attribute">
<div class="label"><span><%=t(:field_invoice)%></span>:</div>
<div class="value"><%= invoice_link %></div>
</div>
</div>
<div class="splitcontentleft">
<%= call_hook :show_issue_view_right, {issue: issue} %>
</div>
</div>

View File

@@ -1,42 +0,0 @@
<div class="row">
<div class="span6 columns">
<fieldset>
<%= form_for @payment do |f| %>
<div class="clearfix">
<%=t(:field_customer)%>:
<div class="input">
<%= f.collection_select :customer_id, @customers, :id, :name, include_blank: true, :selected => @customer, :required => true%>
</div>
</div>
<div class="clearfix">
<%=t(:label_deposit_into)%>:
<div class="input">
<%= f.collection_select :account_id, @accounts, :id, :name, include_blank: true, :selected => @account, :required => true%>
</div>
</div>
<div class="clearfix">
<%=t(:label_payment_method)%>:
<div class="input">
<%= f.collection_select :payment_method_id, @payment_methods, :id, :name, include_blank: true, :selected => @payment_method, :required => true%>
</div>
</div>
<div class="clearfix">
<%=t(:label_amount)%>:
<div class="input">
<%= f.number_field :total_amount %>
</div>
</div>
<div class="actions">
<%= f.submit %>
</div>
<% end %>
</fieldset>
</div>
</div>

View File

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

View File

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

View File

@@ -1,35 +0,0 @@
<div class="splitcontent">
<div class="splitcontentleft">
<div class="customer_id attribute">
<div class="label"><span><%=t(:field_customer)%></span>:</div>
<div class="value"><%= customer %></div>
</div>
<div class="qbo_estimate_id attribute">
<div class="label"><span><%=t(:field_qbo_estimate)%></span>:</div>
<div class="value"><%= estimate_link %></div>
</div>
<div class="qbo_invoice_id attribute">
<div class="label"><span><%=t(:field_qbo_invoice)%></span>:</div>
<div class="value"><%= invoice_link %></div>
</div>
</div>
<div class="splitcontentleft">
<div class="vehicle attribute">
<div class="label"><span><%=t(:field_vehicle)%></span>:</div>
<div class="value"><%= vehicle %></div>
</div>
<div class="vehicle_vin attribute">
<div class="label"><span><%=t(:field_vin)%></span>:</div>
<div class="value"><%=split_vin[0] if split_vin%><b><%=split_vin[1] if split_vin%></b></div>
</div>
<div class="vehicle_notes attribute">
<div class="label"><span><%=t(:field_notes)%></span>:</div>
<div class="value"><%=notes%></div>
</div>
</div>
</div>

View File

@@ -1,7 +1,7 @@
<!--
The MIT License (MIT)
Copyright (c) 2020 rick barrette
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:
@@ -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 >
@@ -24,33 +24,54 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
<tr>
<th><%=t(:label_client_id)%></th>
<td>
<input type="text" style="width:350px" id="settingsOAuthConsumerKey"
value="<%= settings['settingsOAuthConsumerKey'] %>"
name="settings[settingsOAuthConsumerKey]" >
<input
type="text"
style="width:350px"
id="settingsOAuthConsumerKey"
value="<%= settings['settingsOAuthConsumerKey'] %>"
name="settings[settingsOAuthConsumerKey]" >
</td>
</tr>
<tr>
<th><%=t(:label_client_secret)%></th>
<td>
<input type="text" style="width:350px" id="settingsOAuthConsumerSecret"
value="<%= settings['settingsOAuthConsumerSecret'] %>"
name="settings[settingsOAuthConsumerSecret]" >
<input
type="text"
style="width:350px"
id="settingsOAuthConsumerSecret"
value="<%= settings['settingsOAuthConsumerSecret'] %>"
name="settings[settingsOAuthConsumerSecret]" >
</td>
</tr>
<tr>
<th><%=t(:label_webhook_token)%></th>
<td>
<input type="text" style="width:350px" id="settingsWebhookToken"
value="<%= settings['settingsWebhookToken'] %>"
name="settings[settingsWebhookToken]" >
<input
type="text"
style="width:350px"
id="settingsWebhookToken"
value="<%= settings['settingsWebhookToken'] %>"
name="settings[settingsWebhookToken]" >
</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>
@@ -72,23 +93,19 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
</div>
<div>
<b><%=t(:label_item_count)%>:</b> <%= QboItem.count %>
<b><%=t(:label_employee_count)%>:</b> <%= Employee.count %>
</div>
<div>
<b><%=t(:label_employee_count)%>:</b> <%= QboEmployee.count %>
<b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %>
</div>
<div>
<b><%=t(:label_invoice_count)%>:</b> <%= QboInvoice.count %>
</div>
<div>
<b><%=t(:label_estimate_count)%>:</b> <%= QboEstimate.count %>
<b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %>
</div>
<br/>
<div>
<b><%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to " Sync Now", qbo_sync_path %>
<b><%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to t(:label_sync_now), qbo_sync_path %>
</div>

View File

@@ -1,2 +1,6 @@
<%= render :partial => 'customers/sidebar' %>
<%= render :partial => 'estimates/sidebar' %>
<% if User.current.logged? %>
<%= render :partial => 'customers/sidebar' %>
<%= render :partial => 'estimates/sidebar' %>
<% end %>

View File

@@ -1,7 +1,7 @@
<!--
The MIT License (MIT)
Copyright (c) 2016 rick barrette
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:
@@ -30,4 +30,3 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= authenticate_vendors_url %>'});
</script>
</body>

View File

@@ -1,42 +0,0 @@
<!--
The MIT License (MIT)
Copyright (c) 2016 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.
-->
<body>
<h1><%=t(:label_redmine_qbo)%></h1>
<div>
<b><%=t(:label_customer_count)%>:</b> <%= @customer_count.to_s%>
</div>
<div>
<b><%=t(:label_item_count)%>:</b> <%= @qbo_item_count.to_s %>
</div>
<div>
<b><%=t(:label_employee_count)%>:</b> <%= @qbo_employee_count.to_s %>
</div>
<div>
<b><%=t(:label_invoice_count)%>:</b> <%= @qbo_invoice_count.to_s %>
</div>
<div>
<b><%=t(:label_estimate_count)%>:</b> <%= @qbo_estimate_count.to_s %>
</div>
<br/>
<div>
<b><%=t(:label_last_sync)%>: </b> <%= Qbo.last_sync if Qbo.exists? %>
</div>
</body>

View File

@@ -1,7 +1,7 @@
<!--
The MIT License (MIT)
Copyright (c) 2016 rick barrette
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:

View File

@@ -1,7 +1,7 @@
<!--
The MIT License (MIT)
Copyright (c) 2016 rick barrette
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:
@@ -10,8 +10,4 @@ The above copyright notice and this permission notice shall be included in all c
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.
-->
<body>
<h2>QboController#sync</h2>
</body>
<h2>QboController#webhook</h2>

View File

@@ -1,36 +0,0 @@
<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>
<tr>
<th><%= t(:field_notes) %></th>
<td><%= vehicle.notes %></td>
</tr>
<tr>
<th> <%= t(:issues) %> </th>
<td><%= vehicle.issues.count %></td>
</tr>
<tr>
<td>
<%= 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)} %>
</td>
</tr>
</tbody>
</table>

View File

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

@@ -1,14 +0,0 @@
<h2><%=t(:field_vehicle)%> #<%=@vehicle.id%> <span style="float:right"> <%= render :partial => 'customers/search' %> </span> </h2>
<br/>
<div style="text-align: left; width:90%;">
<%= render :partial => 'vehicles/details', locals: {vehicle: @vehicle} %>
<p> <b> <%=t(:label_open_issues)%> </b> </p>
<%= render :partial => 'issues/list_simple', locals: {issues: @vehicle.issues.open} %>
<p> <b> <%=t(:label_closed_issues)%> </b> </p>
<%= render :partial => 'issues/list_simple', locals: {issues: (@vehicle.issues - @vehicle.issues.open)} %>
</div>

View File

@@ -1,23 +1,11 @@
$(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",
url: "/filter_estimates_by_customer",
type: "GET",
data: { selected_customer: $("input#issue_customer_id").val() }
});
});
$("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

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

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -9,37 +9,27 @@
#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.
# English strings go here for Rails i18n
# Usage t(:label)
# Usage I18n.t(:label)
en:
# my_label: "My label"
field_customer: "Customer"
field_qbo_item: "Item"
field_qbo_employee: "Employee"
field_qbo_invoice: "Invoice"
field_qbo_estimate: "Estimate"
field_vehicles: "Vehicles"
field_vehicle: "Vehicle"
field_vin: "VIN"
field_item: "Item"
field_employee: "Employee"
field_invoice: "Invoice"
field_estimate: "Estimate"
field_notes: "Notes"
field_qbo_billed: "Billed"
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"
@@ -57,9 +47,7 @@ en:
label_display_name: "Display Name"
label_details: "Details"
label_customer_link_expires: "This customer link expires in"
label_new_payment: "New Payment"
label_amount: "Amount"
label_payment_method: "Payment Method"
label_deposit_into: "Deposit to Account"
label_last_sync: "Last Sync"
label_redmine_qbo: "Redmine Quickbooks"
@@ -74,3 +62,29 @@ en:
label_oauth_expires: "OAuth2 Access Token Expires At"
label_oauth_note: "Note: You need to authenticate with Quickbooks after saving your key and secret above"
field_customers: "Customers"
label_no_estimates: "No Estimates"
label_no_invoices: "No Invoices"
label_invoices: "Invoices"
label_load_customer: "Load Customer"
label_door: "Door"
label_trim: "Trim"
label_bill_time: "Bill Time"
label_share: "Share"
label_sync_now: "Sync Now"
label_invoice_404: "Invoice not found"
label_estimate_404: "Estimate not found"
label_connected: "Successfully connected to Quickbooks"
label_error: "Error"
label_billed_success: "Successfully Billed "
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"
button_bulk_pdf: "Bulk PDF"
label_select_all: "Select All"

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#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:
#
@@ -8,9 +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.
# Main Quickbooks landing page
get 'qbo', :to=> 'qbo#index'
#authentication
get 'qbo/authenticate', :to => 'qbo#authenticate'
get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
@@ -18,35 +15,25 @@ get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
#manual sync
get 'qbo/sync', :to => 'qbo#sync'
#webhook
post 'qbo/webhook', :to => 'qbo#webhook'
# Estimate & Invoice PDF
get 'qbo/estimate/:id', :to => 'estimate#show', as: :estimate
get 'qbo/estimate/doc/:id', :to => 'estimate#doc', as: :estimate_doc
get 'qbo/invoice/:id', :to => 'invoice#show', as: :invoice
get 'estimates/:id', :to => 'estimate#show', as: :estimate
get 'estimates/doc/', :to => 'estimate#doc', as: :estimate_doc
get 'invoices/:id', :to => 'invoice#show', as: :invoice
#manual billing
get 'qbo/bill/:id', :to => 'qbo#bill', as: :bill
get 'bill/:id', :to => 'qbo#bill', as: :bill
#customer issue view
get 'customers/view/:token', :to => 'customers#view', as: :view
#payments
resources :payments
#webhook
post 'qbo/webhook', :to => 'qbo#qbo_webhook'
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
#resources :qbo_estimates

View File

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -12,6 +12,5 @@ class QbocustomersToCustomers< ActiveRecord::Migration[5.1]
def change
rename_table :qbo_customers, :customers
rename_column :issues, :qbo_customer_id, :customer_id
rename_column :vehicles, :qbo_customer_id, :customer_id
end
end

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

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

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

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

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

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@@ -1,6 +1,6 @@
#The License
#
#Copyright (c) 2022 Rick Barrette - All Rights Reserved
#Copyright (c) 2016 - 2026 Rick Barrette - All Rights Reserved
#
#Unauthorized copying of this software and associated documentation files (the "Software"), via any medium is strictly prohibited.
#

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

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

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

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

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

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@@ -0,0 +1,55 @@
#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 AddTxnDates < ActiveRecord::Migration[5.1]
def change
begin
add_column :qbo_invoices, :txn_date, :date
add_column :qbo_estimates, :txn_date, :date
reversible do |direction|
direction.up {
break unless Qbo.first
QboEstimate.reset_column_information
QboInvoice.reset_column_information
say "Sync Estimates"
QboEstimate.sync
say "Sync Invoices"
qbo = Qbo.first
invoices = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
service.all
end
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
end

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@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -8,8 +8,10 @@
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class UpdateIssuesWithVehicles < ActiveRecord::Migration[5.1]
class RemoveQboItems < ActiveRecord::Migration[5.1]
def change
add_reference :issues, :vehicles, index: true
drop_table :qbo_items
drop_table :qbo_purchases
drop_table :line_items
end
end

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@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -8,17 +8,15 @@
#
#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 CreateVehicles < ActiveRecord::Migration[5.1]
class DropQboPrefix < 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
rename_table :qbo_invoices, :invoices
rename_table :qbo_estimates, :estimates
rename_table :qbo_employees, :employees
rename_table :issues_qbo_invoices, :invoices_issues
add_reference :vehicles, :qbo_customer, index: true
rename_column :issues, :qbo_estimate_id, :estimate_id
rename_column :users, :qbo_employee_id, :employee_id
rename_column :invoices_issues, :qbo_invoice_id, :invoice_id
end
end

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@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2022 rick barrette
#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:
#
@@ -8,8 +8,8 @@
#
#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]
class RemoveQboTimeEntries < ActiveRecord::Migration[5.1]
def change
add_column :vehicles, :name, :text
rename_column :time_entries, :qbo_billed, :billed
end
end

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@@ -1,6 +1,6 @@
#The MIT License (MIT)
#
#Copyright (c) 2017 rick barrette
#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:
#
@@ -8,18 +8,15 @@
#
#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 IssuesSaveHookListener < Redmine::Hook::ViewListener
# Called Before Issue Saved
def controller_issues_edit_before_save(context={})
issue = context[:issue]
issue.subject = issue.subject.titleize
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
# Called After Issue Saved
def controller_issues_edit_after_save(context={})
issue = context[:issue]
issue.bill_time if issue.status.is_closed?
end
end

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