#Redmine 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.

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

####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 created for 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
• Issues with the Tracker Quote will generate an estimate based on the estimated hours and Item rates.
  • Needs to have a Customer Assiged
• 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 via the customer page
• Custmoer information can be update
• 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

##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

##The Install

1. To install, clone this repo into your plugin folder

git clone git@github.com:rickbarrette/redmine_qbo.git

2. Migrate your database

rake redmine:plugins:migrate RAILS_ENV=production

3. Navigate to the plugin configuration page and suppy your own OAuth key & secret.

4. After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.

5. Assign an Employee to each of your users via the User Administration Page

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.

Note: After the inital synchronization, this plugin will recieve 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 a rake file to create required Trackers or statuses required
• Add Setting for Sandbox Mode
• Refactor Models prefixed with Qbo...
• Allow multiple Invoices to be attached to an Issue
• Seperate Vehicles into a seperate plugin
• Make HTML Pretty
• Intergrate Customer Search into Redmine Search
• Fix Issue sort by Customer
• MORE Stuff...

##License

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.