#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 Customer < ActiveRecord::Base include Redmine::Acts::Searchable include Redmine::Acts::Event has_many :issues has_many :invoices has_many :estimates validates_presence_of :id, :name self.primary_key = :id acts_as_searchable columns: %w[name phone_number mobile_phone_number ], scope: ->(_context) { left_joins(:project) }, date_column: :updated_at acts_as_event :title => Proc.new {|o| "#{o}"}, :url => Proc.new {|o| { :controller => 'customers', :action => 'show', :id => o.id} }, :type => :to_s, :description => Proc.new {|o| "#{I18n.t :label_primary_phone}: #{o.phone_number} #{I18n.t:label_mobile_phone}: #{o.mobile_phone_number}"}, :datetime => Proc.new {|o| o.updated_at || o.created_at} # Convenience Method # returns the customer's email def email pull unless @details begin return @details.email_address.address rescue return nil end end # Convenience Method # Sets the email def email=(s) pull unless @details @details.email_address = s end # Convenience Method # returns the customer's primary phone def primary_phone pull unless @details begin return @details.primary_phone.free_form_number rescue return nil end end # Convenience Method # Updates the customer's primary phone number def primary_phone=(n) pull unless @details pn = Quickbooks::Model::TelephoneNumber.new pn.free_form_number = n @details.primary_phone = pn #update our locally stored number too update_phone_number end # Customers are not bound by a project # but we need to implement this method for the Redmine::Acts::Searchable interface def project nil end # Convenience Method # returns the customer's mobile phone def mobile_phone pull unless @details begin return @details.mobile_phone.free_form_number rescue return nil end end # Convenience Method # Updates the custome's mobile phone number def mobile_phone=(n) pull unless @details pn = Quickbooks::Model::TelephoneNumber.new pn.free_form_number = n @details.mobile_phone = pn #update our locally stored number too update_mobile_phone_number end # Convenience Method # Sets the notes def notes=(s) pull unless @details @details.notes = s end # update the localy stored phone number as a plain string with no special chars def update_phone_number begin self.phone_number = self.primary_phone.tr('^0-9', '') rescue return nil end end # update the localy stored phone number as a plain string with no special chars def update_mobile_phone_number begin self.mobile_phone_number = self.mobile_phone.tr('^0-9', '') rescue return nil end end # Convenience Method # Updates Both local DB name & QBO display_name def name=(s) pull unless @details @details.display_name = s super end # Magic Method # Maps Get/Set methods to QBO customer object def method_missing(sym, *arguments) # Check to see if the method exists if Quickbooks::Model::Customer.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 # Seach for customers by name or phone number def self.search(search) search = sanitize_sql_like(search) where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%") end # Override the defult redmine seach method to rank results by id def self.search_result_ranks_and_ids(tokens, user, project = nil, options = {}) return {} if tokens.blank? scope = self.all tokens.each do |token| scope = scope.search(token) end ids = scope.distinct.limit(options[:limit] || 100).pluck(:id) ids.index_with { |id| id } end # proforms a bruteforce sync operation def self.sync CustomerSyncJob.perform_later(full_sync: false) end # proforms a bruteforce sync operation def self.sync_by_id(id) CustomerSyncJob.perform_later(id: id) end # returns a human readable string def to_s return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}" end # Push the updates def save_with_push begin qbo = Qbo.first @details = qbo.perform_authenticated_request do |access_token| service = Quickbooks::Service::Customer.new( company_id: qbo.realm_id, access_token: access_token ) service.update(@details) end self.id = @details.id rescue => e errors.add(:base, e.message) return false end save_without_push end alias_method :save_without_push, :save alias_method :save, :save_with_push private # pull the details def pull begin raise Exception unless self.id qbo = QboConnectionService.current! @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 end end