effective_qb_online 0.6.4 → 0.7.0

checksums.yaml

@@ -1,7 +1,7 @@
 ---
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+  metadata.gz: 842a17b9ed39140d60b1e8d579a6a8ac73e7ccb44fc9c977afe71fd7ba6f7566
+  data.tar.gz: 5d9aa52fcd52d31d1b13c4fae7b48fefdca77da9a737bf2881c8bc0c19c4332e
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+  metadata.gz: 8f24c8045da3be2527514640de6d2f62985a0f5d16299eeed5775cb3c96ed5a745ce53808df6027b044e33947db41d296e077f9d1cb846cac6636446781da82a
+  data.tar.gz: 1d84f06fccbc0570ffce4470c046ce12c4b3d58a345e9d37a625b1a6721536b1126504287b928303e26bd8278a10bcdd13aa9bb9dbc89c069ceb351c261930c7

data/app/models/effective/qb_realm.rb

@@ -14,8 +14,9 @@ module Effective
       refresh_token_expires_at    :datetime
 
       # Set on /admin/quickbooks
-      deposit_to_account_id       :string
-      payment_method_id           :string
+      deposit_to_account_id               :string
+      payment_method_id                   :string
+      order_number_as_transaction_number  :boolean, default: false
 
       timestamps
     end

data/app/models/effective/qb_sales_receipt.rb

@@ -70,12 +70,14 @@ module Effective
         receipt.update!(customer_id: customer.id)
       end
 
+      doc_number = (order.to_param if api.realm.order_number_as_transaction_number?)
+
       # Receipt
       sales_receipt = Quickbooks::Model::SalesReceipt.new(
         customer_id: receipt.customer_id,
         deposit_to_account_id: api.realm.deposit_to_account_id,   # The ID of the Account Entity you want the SalesReceipt to be deposited to
         payment_method_id: api.realm.payment_method_id,           # The ID of the PaymentMethod Entity
-        doc_number: order.to_param,                               # This is the transaction # field
+        doc_number: doc_number,                                   # This is the transaction # field
         payment_ref_number: order.to_param,                       # Optional payment reference number/string
         txn_date: order.purchased_at.to_date,
         customer_memo: order.note_to_buyer,
@@ -84,6 +86,9 @@ module Effective
         email_status: 'EmailSent'
       )
 
+      # Allows QuickBooks to auto-generate the transaction number
+      sales_receipt.auto_doc_number! if doc_number.blank?
+
       # Addresses
       sales_receipt.bill_address = api.build_address(order.billing_address) if order.billing_address.present?
       sales_receipt.ship_address = api.build_address(order.shipping_address) if order.shipping_address.present?

data/app/views/admin/qb_online/_company.html.haml

@@ -32,6 +32,15 @@
               .col= f.select :payment_method_id, api.payment_methods_collection, label: false
               .col= f.save
 
+      %tr
+        %td Transaction Number
+        %td
+          = effective_form_with(model: [:admin, api.realm], engine: true) do |f|
+            .row
+              - collection = [["Use our order receipt number", true], ["Use QuickBooks auto-generated number", false]]
+              .col= f.select :order_number_as_transaction_number, collection, label: false
+              .col= f.save
+
       %tr
         %td Items
         %td= link_to 'Quickbooks Items', effective_qb_online.admin_quickbooks_items_path

data/db/migrate/101_create_effective_qb_online.rb

@@ -5,6 +5,7 @@ class CreateEffectiveQbOnline < ActiveRecord::Migration[6.0]
 
       t.integer :deposit_to_account_id
       t.integer :payment_method_id
+      t.boolean :order_number_as_transaction_number, default: false
 
       t.text :access_token
       t.datetime :access_token_expires_at

data/lib/effective_qb_online/version.rb

@@ -1,3 +1,3 @@
 module EffectiveQbOnline
-  VERSION = '0.6.4'.freeze
+  VERSION = '0.7.0'.freeze
 end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: effective_qb_online
 version: !ruby/object:Gem::Version
-  version: 0.6.4
+  version: 0.7.0
 platform: ruby
 authors:
 - Code and Effect
 autorequire:
 bindir: bin
 cert_chain: []
-date: 2025-04-09 00:00:00.000000000 Z
+date: 2025-04-17 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: rails