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.

Disclaimer

OAuth2 is hacked into place with version 0.8.0 & working but I'm sure I missed a few things

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

Also worth metioning I am currently using this in a live production enviroment with no issues

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

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

To install, clone this repo into your plugin folder

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

Migrate your database

rake redmine:plugins:migrate RAILS_ENV=production

Navigate to the plugin configuration page and suppy your own OAuth key & secret.
After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
Assign an Employee to each of your users via the User Administration Page

Automatic Deploy

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.

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 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...

License

The MIT License (MIT)

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.