redmine_qbo

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Rick Barrette eb039368bb Version bump 0.2.0

* New Top & Application Menus
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* Fixed New vehicle for customer link
* Added issue linking from hashtag numbers in QBO invoice line items
* Cleaned up customer & vehicle lists
* Implemented delete calls from web hook
* Added webhook token verification
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README.md

#Redmine Quickbooks Online

A simple 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: This project is under heavy development. Currently the initial functionality goal has been meet, however I am still working on adding other features. Tags should be stable

####How it works

Issues can be assigned to a QBO Customer and QBO Service Item via drop down in issues form
- The QBO Employee for the issue is assigned via the assigned redmine user
- IF an Issue has been assined a QBO Customer, QBO Service Item & QBO Employee when an Issue is closed the following will happen:
- A new QBO Time Activity agaist the QBO Customer will be created using the total spent hours logged agaist an Issue.
- The rate will be the set via the QBO Service Item price
Issues with the Tracker Quote will generate an estimate based on the estimated hours and QBO Service Item cost.
- Needs to have a QBO Customer & QBO Service Item Assiged
Users will be assigned a QBO Employee via a drop down in the user admistration page.

##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

Usage

To enable automatic QBO Time Activity entries for an Issue , you need only to assign a QBO Customer and QBO Item to an Issue via drop downs in the 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 ~~Creation~~, ~~Update~~, 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

##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.