Add Appointment Link

LICENSE

@@ -1,6 +1,6 @@
 The MIT License (MIT)
 
-Copyright (c) 2016 - 2023 Rick Barrette
+Copyright (c) 2016 - 2024 Rick Barrette
 
 Permission is hereby granted, free of charge, to any person obtaining a copy
 of this software and associated documentation files (the "Software"), to deal

app/controllers/customers_controller.rb

@@ -142,7 +142,7 @@ class CustomersController < ApplicationController
   def share
 
     Thread.new do
-      logger.debug "Removing expired customer tokens"
+      logger.info "Removing expired customer tokens"
       CustomerToken.remove_expired_tokens
       ActiveRecord::Base.connection.close
     end

app/controllers/estimate_controller.rb

@@ -16,6 +16,15 @@ class EstimateController < ApplicationController
   skip_before_action :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
 
   def get_estimate
+    # Force sync for estimate by doc number if not found
+    if  Estimate.find_by_doc_number(params[:search]).nil?
+      begin
+        Estimate.sync_by_doc_number(params[:search]) if params[:search]
+      rescue
+        logger.info "Estimate.find_by_doc_number failed"
+      end
+    end
+
     estimate = Estimate.find_by_id(params[:id]) if params[:id]
     estimate = Estimate.find_by_doc_number(params[:search]) if params[:search]
     return estimate

app/controllers/qbo_controller.rb

@@ -26,9 +26,10 @@ class QboController < ApplicationController
   # Called when the user requests that Redmine to connect to QBO
   #
   def authenticate
+    redirect_uri = "https://" + Setting.host_name + qbo_oauth_callback_path
+    logger.info "redirect_uri: " + redirect_uri
     oauth2_client = Qbo.construct_oauth2_client
-    callback = Setting.host_name + "/qbo/oauth_callback/" 
+    grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: redirect_uri, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
-    grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: callback, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
     redirect_to grant_url
   end
   
@@ -39,7 +40,7 @@ class QboController < ApplicationController
     if params[:state].present?
       oauth2_client = Qbo.construct_oauth2_client
       # use the state value to retrieve from your backend any information you need to identify the customer in your system
-      redirect_uri = Setting.host_name + "/qbo/oauth_callback/"
+      redirect_uri = "https://" + 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
@@ -84,46 +85,48 @@ class QboController < ApplicationController
     
     # proceed if the request is good
     if hash.eql? signature
-      if request.headers['content-type'] == 'application/json'
+      Thread.new do
-        data = JSON.parse(data)
+        if request.headers['content-type'] == 'application/json'
-      else
+          data = JSON.parse(data)
-        # application/x-www-form-urlencoded
-        data = params.as_json
-      end
-      # Process the information
-      entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
-      entities.each do |entity|
-        id = entity['id'].to_i
-        name = entity['name']
-       
-        logger.debug "Casting #{name.constantize} to obj"
-
-        # Magicly initialize the correct class
-        obj = name.constantize
-
-        # for merge events
-        obj.destroy(entity['deletedId']) if entity['deletedId']
-        
-        #Check to see if we are deleting a record
-        if entity['operation'].eql? "Delete"
-            obj.destroy(id)
-        #if not then update!
         else
-          begin
+          # application/x-www-form-urlencoded
-            obj.sync_by_id(id)
+          data = params.as_json
-          rescue => e
+        end
-            logger.error "Failed to call sync_by_id on obj"
+        # Process the information
-            logger.error e.message
+        entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
-            logger.error e.backtrace.join("\n")
+        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

app/controllers/vehicles_controller.rb

@@ -84,7 +84,7 @@ class VehiclesController < ApplicationController
     @customer = params[:customer]
     begin
       @vehicle = Vehicle.find_by_id(params[:id])
-      if @vehicle.update_attributes(allowed_params)
+      if @vehicle.update(allowed_params)
         flash[:notice] = "Vehicle updated"
         redirect_to @vehicle
       else

app/models/customer.rb

@@ -155,11 +155,13 @@ class Customer < ActiveRecord::Base
       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
+        #if not customer.name.eql? c.display_name
           customer.name = c.display_name
           customer.id = c.id
+          customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
+          customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
           customer.save_without_push
-        end
+        #end
       else
         if not c.new_record?
           customer.delete
@@ -178,20 +180,22 @@ class Customer < ActiveRecord::Base
   # This needs to be simplified
   def self.sync_by_id(id) 
     qbo = Qbo.first
-    customer = qbo.perform_authenticated_request do |access_token|
+    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
 
-    return unless customer
+    return unless c
 
-    customer = Customer.find_or_create_by(id: customer.id)
+    customer = Customer.find_or_create_by(id: c.id)
-    if customer.active?
+    if c.active?
-      if not customer.name.eql? customer.display_name
+      #if not customer.name.eql? c.display_name
-        customer.name = customer.display_name
+        customer.name = c.display_name
-        customer.id = customer.id
+        customer.id = c.id
+        customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
+        customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
         customer.save_without_push
-      end
+      #end
     else
       if not customer.new_record?
         customer.delete

app/models/estimate.rb

@@ -18,7 +18,7 @@ class Estimate < ActiveRecord::Base
   
   # sync all estimates
   def self.sync
-    logger.debug "Syncing ALL estimates"
+    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)
@@ -37,13 +37,23 @@ class Estimate < ActiveRecord::Base
   
   # sync only one estimate
   def self.sync_by_id(id)
-    logger.debug "Syncing estimate #{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)

app/models/invoice.rb

@@ -17,7 +17,7 @@ class Invoice < ActiveRecord::Base
   
   # sync ALL the invoices
   def self.sync
-    logger.debug "Syncing all invoices"
+    logger.info "Syncing all invoices"
     last = Qbo.first.last_sync
 
     query = "SELECT Id, DocNumber FROM Invoice"
@@ -40,7 +40,7 @@ class Invoice < ActiveRecord::Base
   
   #sync by invoice ID
   def self.sync_by_id(id)
-    logger.debug "Syncing invoice #{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)
@@ -58,7 +58,7 @@ class Invoice < ActiveRecord::Base
     # skip this issue if the issue customer is not the same as the invoice customer
     return if issue.customer_id != invoice.customer_ref.value.to_i
     
-    logger.debug "Attaching invoice #{invoice.id} to issue #{issue.id}"
+    logger.info "Attaching invoice #{invoice.id} to issue #{issue.id}"
     
     invoice = Invoice.find_or_create_by(id: invoice.id)
 
@@ -105,7 +105,7 @@ class Invoice < ActiveRecord::Base
   # this condions causes an infinite loop as the webhook is called when an invoice is updated
   # TODO maybe add a cf_sync_confict flag to invoices
   def self.compare_custom_fields(issue, invoice)
-    logger.debug "Comparing custom fields"
+    logger.info "Comparing custom fields"
     # TODO break if Invoice.find(invoice.id).cf_sync_confict
     is_changed = false
     
@@ -120,12 +120,12 @@ class Invoice < ActiveRecord::Base
           # Only update if blank to prevent infite loops
           # TODO check cf_sync_confict flag once implemented
           if cf.string_value.to_s.blank?
-            logger.debug " VIN was blank, updating the invoice vin in quickbooks"
+            logger.info " VIN was blank, updating the invoice vin in quickbooks"
             vin = Vehicle.find(issue.vehicles_id).vin
             break if vin.nil?
             if not cf.string_value.to_s.eql? vin
               cf.string_value = vin.to_s
-              logger.debug "VIN has changed"
+              logger.info "VIN has changed"
               is_changed = true
             end
 
@@ -155,7 +155,7 @@ class Invoice < ActiveRecord::Base
 
     # Push updates
     begin
-      logger.debug "Trying to update invoice"
+      logger.info "Trying to update invoice"
       qbo = Qbo.first
       qbo.perform_authenticated_request do |access_token|
         service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)

app/views/customers/_details.html.erb

@@ -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>
@@ -38,6 +44,8 @@
 </table>
 <div style="float: right;">
   <%= button_to t(:label_edit_customer), edit_customer_path(customer), method: :get%> 
+
+  <%= link_to t(:label_appointment), "https://calendar.google.com/calendar/render?action=TEMPLATE&text=#{customer.name}+-&details=#{customer.primary_phone}&dates=#{Time.now.strftime("%Y%m%d")}T090000/#{Time.now.strftime("%Y%m%d")}T170000", target: :_blank %>
 </div> 
 <br/>
 <br/>

app/views/customers/_search.html.erb

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

app/views/customers/show.html.erb

@@ -1,4 +1,4 @@
-<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= @customer.name %> </h2>
+<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= link_to @customer.to_s, "https://app.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
   <div class="issue">
 
     <div class="splitcontent">

app/views/qbo/_settings.html.erb

@@ -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 >

app/views/qbo/webhook.erb

@@ -0,0 +1,13 @@
+<!--
+The MIT License (MIT)
+
+Copyright (c) 2024 rick barrette
+
+Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+-->
+
+<h2>QboController#webhook</h2>

config/locales/en.yml

@@ -88,4 +88,6 @@ en:
   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"
   

init.rb

@@ -22,7 +22,7 @@ Redmine::Plugin.register :redmine_qbo do
   name 'Redmine Quickbooks Online plugin'
   author 'Rick Barrette'
   description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
-  version '2.0.1'
+  version '2.1.1'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings :default => {'empty' => true}, :partial => 'qbo/settings'