#The MIT License (MIT) # #Copyright (c) 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 CustomerAppointment < ActiveRecord::Base belongs_to :project, optional: true belongs_to :user, optional: true belongs_to :customer, optional: true belongs_to :vehicle, optional: true belongs_to :estimate, optional: true validates :subject, presence: true validates :date, presence: true normalizes :subject, with: ->(subject) { subject.strip.titleize } STATUSES = %w[ Scheduled CheckedIn InProgress Ready Completed Cancelled ] # Scans the QBO Estimate's InvoiceLineItems for "Labor" sales items # and generates a Redmine Issue for each matching line. # # @param project [Project] Target project (defaults to appointment's project) # @param author [User] Author for the new issues # @param tracker [Tracker] Target tracker (defaults to project's first tracker) # @return [Array] Created issues def create_issues_from_labor_lines(project: self.project, author: User.current, tracker: nil) return [] if estimate.blank? target_project = project || self.project || Project.first target_tracker = tracker || target_project&.trackers&.first return [] unless target_project && target_tracker created_issues = [] # estimate.line_items returns array of Quickbooks::Model::InvoiceLineItem estimate.line_items.each do |line| detail = line.respond_to?(:sales_line_item_detail) ? line.sales_line_item_detail : nil next if detail.nil? || detail.item_ref.nil? item_name = detail.item_ref.name.to_s.strip description = line.description.to_s.strip # Match "Labor" (case-insensitive) and ensure description is present next unless item_name.casecmp('Labor').zero? next if description.blank? # detail.quantity contains line quantity/hours; line.amount is total line cost fallback qty = detail.respond_to?(:quantity) ? detail.quantity.to_f : 0.0 hours = qty.positive? ? qty : line.amount.to_f issue = Issue.new( project: target_project, tracker: target_tracker, assigned_to_id: self.user&.id, author: author, subject: description.truncate(255), description: "The purpose of this work is to bill the time spent on this issue for Estimate ##{estimate.doc_number} for Appointment: #{subject}", estimated_hours: hours, start_date: self.start_date, due_date: self.due_date, vehicle: self.vehicle, estimate: self.estimate, customer: self.customer, created_on: Time.current, updated_on: Time.current ) if issue.save created_issues << issue else log "Failed to create issue for Estimate ##{estimate.id}: #{issue.errors.full_messages.join(', ')}" end end created_issues end # Cast datetime to Date for Redmine Calendar compatibility def start_date date&.to_date end def due_date return nil unless date # Accounts for multi-day duration spanning across dates start_date + ([duration.to_i, 1].max - 1).days end def self.visible(user) return CustomerAppointment.all end def to_s subject end private def log(msg) Rails.logger.info "[CustomerAppointment] #{msg}" end # Helper to parse item name across Quickbooks::Model::Line and Hash structures def extract_item_name(line) if line.respond_to?(:sales_line_item_detail) && line.sales_line_item_detail.present? line.sales_line_item_detail.item_ref&.name elsif line.is_a?(Hash) line[:item_name] || line.dig('sales_line_item_detail', 'item_ref', 'name') end end # Helper to parse description across Quickbooks::Model::Line and Hash structures def extract_description(line) if line.respond_to?(:description) line.description elsif line.is_a?(Hash) line[:description] || line['description'] end end end