ledger_sync 1.1.3 → 1.3.1

data/lib/ledger_sync/adaptors/quickbooks_online/bill/searcher.rb

@@ -1,4 +1,5 @@
 # frozen_string_literal: true
+
 require_relative '../searcher'
 
 module LedgerSync
@@ -6,21 +7,6 @@ module LedgerSync
     module QuickBooksOnline
       module Bill
         class Searcher < QuickBooksOnline::Searcher
-          def resources
-            @resources ||= begin
-              adaptor
-                .query(
-                  resource: 'bill',
-                  limit: limit,
-                  offset: offset
-                )
-                .map do |c|
-                  LedgerSync::Bill.new(
-                    ledger_id: c.fetch('Id')
-                  )
-                end
-            end
-          end
         end
       end
     end

data/lib/ledger_sync/adaptors/quickbooks_online/config.rb

@@ -1,7 +1,8 @@
-LedgerSync.register_adaptor(:quickbooks_online) do |config|
+# frozen_string_literal: true
+
+LedgerSync.register_adaptor(:quickbooks_online, module_string: 'QuickBooksOnline') do |config|
   config.name = 'QuickBooks Online'
   config.add_alias :qbo
   config.add_alias :quick_books_online
-  config.module = 'QuickBooksOnline'
   config.rate_limiting_wait_in_seconds = 60
 end

data/lib/ledger_sync/adaptors/quickbooks_online/customer/operations/create.rb

@@ -11,6 +11,7 @@ module LedgerSync
                 required(:email).maybe(:string)
                 required(:name).filled(:string)
                 required(:phone_number).maybe(:string)
+                required(:subsidiary).maybe(:hash, Types::Reference)
               end
             end
           end

data/lib/ledger_sync/adaptors/quickbooks_online/customer/operations/find.rb

@@ -11,6 +11,7 @@ module LedgerSync
                 optional(:email).maybe(:string)
                 optional(:name).maybe(:string)
                 optional(:phone_number).maybe(:string)
+                required(:subsidiary).maybe(:hash, Types::Reference)
               end
             end
           end

data/lib/ledger_sync/adaptors/quickbooks_online/customer/operations/update.rb

@@ -13,6 +13,7 @@ module LedgerSync
                 required(:email).maybe(:string)
                 required(:name).filled(:string)
                 required(:phone_number).maybe(:string)
+                required(:subsidiary).maybe(:hash, Types::Reference)
               end
             end
           end

data/lib/ledger_sync/adaptors/quickbooks_online/customer/searcher.rb

@@ -3,22 +3,8 @@ module LedgerSync
     module QuickBooksOnline
       module Customer
         class Searcher < LedgerSync::Adaptors::QuickBooksOnline::Searcher
-          def resources
-            @resources ||= begin
-              adaptor
-                .query(
-                  resource: 'customer',
-                  query: "DisplayName LIKE '%#{query}%'",
-                  limit: limit,
-                  offset: offset
-                )
-                .map do |c|
-                  LedgerSync::Customer.new(
-                    ledger_id: c.fetch('Id'),
-                    name: c.dig('FullyQualifiedName')
-                  )
-                end
-            end
+          def query_string
+            "DisplayName LIKE '%#{query}%'"
           end
         end
       end

data/lib/ledger_sync/adaptors/quickbooks_online/dashboard_url_helper.rb

@@ -0,0 +1,57 @@
+# frozen_string_literal: true
+
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      class DashboardURLHelper
+        PRODUCTION_APP_URL_BASE = 'https://qbo.intuit.com/app'
+        SANDBOX_APP_URL_BASE    = 'https://app.sandbox.qbo.intuit.com/app'
+
+        attr_reader :resource,
+                    :test
+
+        def initialize(resource:, test:)
+          @resource = resource
+          @test = test
+        end
+
+        def production_url
+          @production_url ||= PRODUCTION_APP_URL_BASE + resource_path
+        end
+
+        def resource_path
+          @resource_path = case resource
+          when LedgerSync::Account
+            "/register?accountId=#{resource.ledger_id}"
+          when LedgerSync::Bill
+            "/bill?txnId=#{resource.ledger_id}"
+          when LedgerSync::Customer
+            "/customerdetail?nameId=#{resource.ledger_id}"
+          when LedgerSync::Deposit
+            "/deposit?txnId=#{resource.ledger_id}"
+          when LedgerSync::Expense
+            "/expense?txnId=#{resource.ledger_id}"
+          when LedgerSync::JournalEntry
+            "/journal?txnId=#{resource.ledger_id}"
+          when LedgerSync::Payment
+            "/recvpayment?txnId=#{resource.ledger_id}"
+          when LedgerSync::Transfer
+            "/transfer?txnId=#{resource.ledger_id}"
+          when LedgerSync::Vendor
+            "/vendordetail?nameId=#{resource.ledger_id}"
+          end
+        end
+
+        def sandbox_url
+          @sandbox_url ||= SANDBOX_APP_URL_BASE + resource_path
+        end
+
+        def url
+          return production_url unless test
+
+          sandbox_url
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/department/ledger_serializer.rb

@@ -0,0 +1,38 @@
+# frozen_string_literal: true
+
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Department
+        class LedgerSerializer < QuickBooksOnline::LedgerSerializer
+          id
+
+          attribute ledger_attribute: 'Name',
+                    resource_attribute: :name
+          attribute ledger_attribute: 'Active',
+                    resource_attribute: :active
+          attribute ledger_attribute: 'SubDepartment',
+                    resource_attribute: :sub_department
+          attribute ledger_attribute: 'FullyQualifiedName',
+                    resource_attribute: :fully_qualified_name
+
+          attribute ledger_attribute: 'ParentRef.value',
+                    resource_attribute: 'parent.ledger_id'
+
+          # Sending "ParentRef": {"value": null} results in QBO API crash
+          # This patches serialized hash to exclude it unless we don't set value
+          def to_ledger_hash(deep_merge_unmapped_values: {}, only_changes: false)
+            ret = super(only_changes: only_changes)
+            ret = ret.except('ParentRef') unless resource.parent_changed?
+            return ret unless deep_merge_unmapped_values.any?
+
+            deep_merge_if_not_mapped(
+              current_hash: ret,
+              hash_to_search: deep_merge_unmapped_values
+            )
+          end
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/department/operations/create.rb

@@ -0,0 +1,23 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Department
+        module Operations
+          class Create < QuickBooksOnline::Operation::Create
+            class Contract < LedgerSync::Adaptors::Contract
+              params do
+                required(:external_id).maybe(:string)
+                required(:ledger_id).value(:nil)
+                required(:name).filled(:string)
+                required(:active).filled(:bool?)
+                required(:sub_department).filled(:bool?)
+                optional(:fully_qualified_name).maybe(:string)
+                optional(:parent).maybe(:hash, Types::Reference)
+              end
+            end
+          end
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/department/operations/find.rb

@@ -0,0 +1,23 @@
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Department
+        module Operations
+          class Find < QuickBooksOnline::Operation::Find
+            class Contract < LedgerSync::Adaptors::Contract
+              params do
+                required(:external_id).maybe(:string)
+                required(:ledger_id).filled(:string)
+                optional(:name).maybe(:string)
+                optional(:active).maybe(:bool?)
+                optional(:sub_department).maybe(:bool?)
+                optional(:fully_qualified_name).maybe(:string)
+                optional(:parent).maybe(:hash, Types::Reference)
+              end
+            end
+          end
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/department/operations/update.rb

@@ -0,0 +1,25 @@
+# frozen_string_literal: true
+
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Department
+        module Operations
+          class Update < QuickBooksOnline::Operation::FullUpdate
+            class Contract < LedgerSync::Adaptors::Contract
+              params do
+                required(:external_id).maybe(:string)
+                required(:ledger_id).filled(:string)
+                required(:name).filled(:string)
+                required(:active).filled(:bool?)
+                required(:sub_department).filled(:bool?)
+                optional(:fully_qualified_name).maybe(:string)
+                optional(:parent).maybe(:hash, Types::Reference)
+              end
+            end
+          end
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/department/searcher.rb

@@ -0,0 +1,17 @@
+# frozen_string_literal: true
+
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Department
+        class Searcher < LedgerSync::Adaptors::QuickBooksOnline::Searcher
+          private
+
+          def query_string
+            @query_string ||= "Name LIKE '%#{query}%'"
+          end
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/deposit/ledger_serializer.rb

@@ -25,6 +25,9 @@ module LedgerSync
           attribute ledger_attribute: 'DepositToAccountRef.value',
                     resource_attribute: 'account.ledger_id'
 
+          attribute ledger_attribute: 'DepartmentRef.value',
+                    resource_attribute: 'department.ledger_id'
+
           references_many ledger_attribute: 'Line',
                           resource_attribute: :line_items,
                           serializer: DepositLineItem::LedgerSerializer

data/lib/ledger_sync/adaptors/quickbooks_online/deposit/operations/create.rb

@@ -10,6 +10,7 @@ module LedgerSync
                 required(:ledger_id).value(:nil)
                 required(:account).hash(Types::Reference)
                 required(:currency).filled(:string)
+                required(:department).hash(Types::Reference)
                 required(:memo).filled(:string)
                 required(:transaction_date).filled(:date?)
                 required(:exchange_rate).maybe(:float)

data/lib/ledger_sync/adaptors/quickbooks_online/deposit/operations/find.rb

@@ -10,6 +10,7 @@ module LedgerSync
                 required(:ledger_id).filled(:string)
                 required(:account).hash(Types::Reference)
                 required(:currency).maybe(:string)
+                required(:department).hash(Types::Reference)
                 required(:memo).maybe(:string)
                 required(:transaction_date).filled(:date?)
                 required(:exchange_rate).maybe(:float)

data/lib/ledger_sync/adaptors/quickbooks_online/deposit/operations/update.rb

@@ -12,6 +12,7 @@ module LedgerSync
                 required(:ledger_id).filled(:string)
                 required(:account).hash(Types::Reference)
                 required(:currency).filled(:string)
+                required(:department).hash(Types::Reference)
                 required(:memo).filled(:string)
                 required(:transaction_date).filled(:date?)
                 required(:exchange_rate).maybe(:float)

data/lib/ledger_sync/adaptors/quickbooks_online/deposit/searcher.rb

@@ -6,21 +6,6 @@ module LedgerSync
     module QuickBooksOnline
       module Deposit
         class Searcher < QuickBooksOnline::Searcher
-          def resources
-            @resources ||= begin
-              adaptor
-                .query(
-                  resource: 'deposit',
-                  limit: limit,
-                  offset: offset
-                )
-                .map do |c|
-                  LedgerSync::Deposit.new(
-                    ledger_id: c.fetch('Id')
-                  )
-                end
-            end
-          end
         end
       end
     end

data/lib/ledger_sync/adaptors/quickbooks_online/expense/ledger_serializer.rb

@@ -7,8 +7,6 @@ module LedgerSync
     module QuickBooksOnline
       module Expense
         class LedgerSerializer < QuickBooksOnline::LedgerSerializer
-          quickbooks_online_resource_type :purchase
-
           id  ledger_attribute: 'Id',
               resource_attribute: :ledger_id
 

data/lib/ledger_sync/adaptors/quickbooks_online/expense/searcher.rb

@@ -1,4 +1,5 @@
 # frozen_string_literal: true
+
 require_relative '../searcher'
 
 module LedgerSync
@@ -6,21 +7,6 @@ module LedgerSync
     module QuickBooksOnline
       module Expense
         class Searcher < QuickBooksOnline::Searcher
-          def resources
-            @resources ||= begin
-              adaptor
-                .query(
-                  resource: 'purchase',
-                  limit: limit,
-                  offset: offset
-                )
-                .map do |c|
-                  LedgerSync::Expense.new(
-                    ledger_id: c.fetch('Id')
-                  )
-                end
-            end
-          end
         end
       end
     end

data/lib/ledger_sync/adaptors/quickbooks_online/invoice/ledger_serializer.rb

@@ -0,0 +1,35 @@
+# frozen_string_literal: true
+
+require_relative '../invoice_sales_line_item/ledger_serializer'
+
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Invoice
+        class LedgerSerializer < QuickBooksOnline::LedgerSerializer
+          id
+
+          attribute ledger_attribute: 'CurrencyRef.value',
+                    resource_attribute: :currency
+
+          attribute ledger_attribute: 'TxnDate',
+                    resource_attribute: :transaction_date,
+                    type: LedgerSerializerType::DateType
+
+          attribute ledger_attribute: 'PrivateNote',
+                    resource_attribute: :memo
+
+          attribute ledger_attribute: 'CustomerRef.value',
+                    resource_attribute: 'customer.ledger_id'
+
+          attribute ledger_attribute: 'DepositToAccountRef.value',
+                    resource_attribute: 'account.ledger_id'
+
+          references_many ledger_attribute: 'Line',
+                          resource_attribute: :line_items,
+                          serializer: InvoiceSalesLineItem::LedgerSerializer
+        end
+      end
+    end
+  end
+end

data/lib/ledger_sync/adaptors/quickbooks_online/invoice/operations/create.rb

@@ -0,0 +1,27 @@
+# frozen_string_literal: true
+
+module LedgerSync
+  module Adaptors
+    module QuickBooksOnline
+      module Invoice
+        module Operations
+          class Create < Operation::Create
+            class Contract < LedgerSync::Adaptors::Contract
+              params do
+                required(:external_id).maybe(:string)
+                optional(:account).hash(Types::Reference)
+                required(:currency).filled(:string)
+                required(:customer).hash(Types::Reference)
+                optional(:deposit).maybe(:integer)
+                required(:ledger_id).value(:nil)
+                required(:line_items).array(Types::Reference)
+                optional(:memo).filled(:string)
+                optional(:transaction_date).filled(:date?)
+              end
+            end
+          end
+        end
+      end
+    end
+  end
+end