Files
redmine_qbo_calendar/app/models/customer_appointment.rb
T
2026-08-19 12:50:40 -04:00

136 lines
4.9 KiB
Ruby

#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
Checked_In
In_Progress
Ready
Completed
Cancelled
Call_Out
]
# 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<Issue>] 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