def qbo_create_customer(sc):
client = create_qbc()
customer = Customer()
customer.GivenName = sc.first_name
customer.FamilyName = sc.last_name
customer.CompanyName = sc.company
phone = PhoneNumber()
phone.FreeFormNumber = sc.phone
customer.PrimaryPhone = phone
email = EmailAddress()
email.Address = sc.email
customer.PrimaryEmailAddr = email
address = Address()
address.Line1 = sc.address1
address.Line2 = sc.address2
address.City = sc.city
address.PostalCode = sc.post_code
customer.BillAddr = address
customer.save(qb=client)
return customer.Id
def test_create(self):
vendor = Vendor()
vendor.TaxIdentifier = '99-9999999'
vendor.AcctNum = self.account_number
vendor.Title = 'Ms.'
vendor.GivenName = 'First'
vendor.FamilyName = 'Last'
vendor.Suffix = 'Sr.'
vendor.CompanyName = self.name
vendor.DisplayName = self.name
vendor.PrintOnCheckName = self.name
vendor.BillAddr = Address()
vendor.BillAddr.Line1 = "123 Main"
vendor.BillAddr.Line2 = "Apartment 1"
vendor.BillAddr.City = "City"
vendor.BillAddr.Country = "U.S.A"
vendor.BillAddr.CountrySubDivisionCode = "CA"
vendor.BillAddr.PostalCode = "94030"
vendor.PrimaryPhone = PhoneNumber()
vendor.PrimaryPhone.FreeFormNumber = '555-555-5555'
vendor.PrimaryEmailAddr = EmailAddress()
vendor.PrimaryEmailAddr.Address = '*****@*****.**'
vendor.WebAddr = WebAddress()
vendor.WebAddr.URI = 'http://testurl.com'
vendor.save(qb=self.qb_client)
query_vendor = Vendor.get(vendor.Id, qb=self.qb_client)
self.assertEquals(query_vendor.Id, vendor.Id)
self.assertEquals(query_vendor.AcctNum, self.account_number)
self.assertEquals(query_vendor.Title, 'Ms.')
self.assertEquals(query_vendor.GivenName, 'First')
self.assertEquals(query_vendor.FamilyName, 'Last')
self.assertEquals(query_vendor.Suffix, 'Sr.')
self.assertEquals(query_vendor.CompanyName, self.name)
self.assertEquals(query_vendor.DisplayName, self.name)
self.assertEquals(query_vendor.PrintOnCheckName, self.name)
self.assertEquals(query_vendor.BillAddr.Line1, "123 Main")
self.assertEquals(query_vendor.BillAddr.Line2, "Apartment 1")
self.assertEquals(query_vendor.BillAddr.City, "City")
self.assertEquals(query_vendor.BillAddr.Country, "U.S.A")
self.assertEquals(query_vendor.BillAddr.CountrySubDivisionCode, "CA")
self.assertEquals(query_vendor.BillAddr.PostalCode, "94030")
self.assertEquals(query_vendor.PrimaryPhone.FreeFormNumber,
'555-555-5555')
self.assertEquals(query_vendor.PrimaryEmailAddr.Address,
'*****@*****.**')
self.assertEquals(query_vendor.WebAddr.URI, 'http://testurl.com')
def test_create(self):
customer = Customer()
customer.Title = self.title
customer.GivenName = self.given_name
customer.MiddleName = self.middle_name
customer.FamilyName = self.family_name
customer.Suffix = self.suffix
customer.FullyQualifiedName = self.fully_qualified_name
customer.CompanyName = self.company_name
customer.DisplayName = self.display_name
customer.BillAddr = Address()
customer.BillAddr.Line1 = "123 Main"
customer.BillAddr.Line2 = "Apartment 1"
customer.BillAddr.City = "City"
customer.BillAddr.Country = "U.S.A"
customer.BillAddr.CountrySubDivisionCode = "CA"
customer.BillAddr.PostalCode = "94030"
customer.PrimaryPhone = PhoneNumber()
customer.PrimaryPhone.FreeFormNumber = '555-555-5555'
customer.PrimaryEmailAddr = EmailAddress()
customer.PrimaryEmailAddr.Address = '*****@*****.**'
customer.save(qb=self.qb_client)
query_customer = Customer.get(customer.Id, qb=self.qb_client)
self.assertEquals(customer.Id, query_customer.Id)
self.assertEqual(query_customer.Title, self.title)
self.assertEqual(query_customer.GivenName, self.given_name)
self.assertEqual(query_customer.MiddleName, self.middle_name)
self.assertEqual(query_customer.FamilyName, self.family_name)
self.assertEqual(query_customer.Suffix, self.suffix)
self.assertEqual(query_customer.FullyQualifiedName,
self.fully_qualified_name)
self.assertEqual(query_customer.CompanyName, self.company_name)
self.assertEqual(query_customer.DisplayName, self.display_name)
self.assertEqual(query_customer.BillAddr.Line1,
customer.BillAddr.Line1)
self.assertEqual(query_customer.BillAddr.Line2,
customer.BillAddr.Line2)
self.assertEqual(query_customer.BillAddr.City, customer.BillAddr.City)
self.assertEqual(query_customer.BillAddr.Country,
customer.BillAddr.Country)
self.assertEqual(query_customer.BillAddr.CountrySubDivisionCode,
customer.BillAddr.CountrySubDivisionCode)
self.assertEqual(query_customer.BillAddr.PostalCode,
customer.BillAddr.PostalCode)
self.assertEqual(query_customer.PrimaryPhone.FreeFormNumber,
customer.PrimaryPhone.FreeFormNumber)
self.assertEqual(query_customer.PrimaryEmailAddr.Address,
customer.PrimaryEmailAddr.Address)
def sync_quickbooks_customer(self, qb_client):
if settings.QB_ACTIVE and qb_client:
if not self.qbo_id:
customer = Customer()
else:
customer = Customer.get(self.qbo_id, qb=qb_client)
customer.CompanyName = self.display_name
customer.DisplayName = self.display_name
customer.PrintOnCheckName = self.display_name
billing_address = self.get_billing_address()
if billing_address:
customer.BillAddr = QuickBooksAddress()
customer.BillAddr.Line1 = billing_address.street_address
customer.BillAddr.Line2 = billing_address.supplemental_address_1
customer.BillAddr.Line3 = billing_address.supplemental_address_2
customer.BillAddr.City = billing_address.city
customer.BillAddr.Country = billing_address.country.name
customer.BillAddr.CountrySubDivisionCode = (
billing_address.state_province_abbr)
customer.BillAddr.PostalCode = "{} {}".format(
billing_address.postal_code,
billing_address.postal_code_suffix).strip()
primary_contact = self.contact_set.filter(contact_type=6)[0]
accounting_contacts = self.contact_set.filter(contact_type=13)
if accounting_contacts:
accounting_emails = [
accounting_contact.email
for accounting_contact in accounting_contacts
]
else:
accounting_emails = [primary_contact.email]
customer.PrimaryEmailAddr = EmailAddress()
customer.PrimaryEmailAddr.Address = ", ".join(accounting_emails)
customer.GivenName = primary_contact.first_name
customer.FamilyName = primary_contact.last_name
customer.save(qb=qb_client)
self.qbo_id = customer.Id
self.save()
def test_unicode(self):
email = EmailAddress()
email.Address = "*****@*****.**"
self.assertEquals(str(email), "*****@*****.**")
def test_create(self):
self.customer = Customer.all(max_results=1, qb=self.qb_client)[0]
estimate = Estimate()
estimate.TotalAmt = 31.5
estimate.ApplyTaxAfterDiscount = False
estimate.PrintStatus = "NeedToPrint"
estimate.EmailStatus = "NotSet"
estimate.BillAddr = Address()
estimate.BillAddr.Line1 = "65 Ocean Dr."
estimate.BillAddr.City = "Half Moon Bay"
estimate.BillAddr.CountrySubDivisionCode = "CA"
estimate.BillAddr.PostalCode = "94213"
estimate.BillAddr.Lat = "37.4300318"
estimate.BillAddr.Long = "-122.4336537"
estimate.ShipAddr = Address()
estimate.ShipAddr.Id = "2" + datetime.now().strftime('%d%H%M')
estimate.ShipAddr.Line1 = "65 Ocean Dr."
estimate.ShipAddr.City = "Half Moon Bay"
estimate.ShipAddr.CountrySubDivisionCode = "CA"
estimate.ShipAddr.PostalCode = "94213"
estimate.ShipAddr.Lat = "37.4300318"
estimate.ShipAddr.Long = "-122.4336537"
estimate.BillEmail = EmailAddress()
estimate.BillEmail.Address = "*****@*****.**"
estimate.CustomerMemo = CustomerMemo()
estimate.CustomerMemo.value = "Thank you for your business and have a great day!"
estimate.CustomerRef = Ref()
estimate.CustomerRef.value = self.customer.Id
estimate.CustomerRef.name = self.customer.DisplayName
estimate.TxnTaxDetail = TxnTaxDetail()
estimate.TxnTaxDetail.TotalTax = 0
line = SalesItemLine()
line.LineNum = 1
line.Description = "Pest Control Services"
line.Amount = 35.0
line.SalesItemLineDetail = SalesItemLineDetail()
line.SalesItemLineDetail.UnitPrice = 35
line.SalesItemLineDetail.Qty = 1
item_ref = Ref()
item_ref.value = "10"
item_ref.name = "Pest Control"
line.SalesItemLineDetail.ItemRef = item_ref
tax_code_ref = Ref()
tax_code_ref.value = "NON"
line.SalesItemLineDetail.TaxCodeRef = tax_code_ref
estimate.Line.append(line)
line2 = DiscountLine()
line2.Amount = 3.5
line2.DiscountLineDetail = DiscountLineDetail()
line2.DiscountLineDetail.PercentBased = True
line2.DiscountLineDetail.DiscountPercent = 10
line2.DiscountLineDetail.DiscountAccountRef = Ref()
line2.DiscountLineDetail.DiscountAccountRef.value = "86"
line2.DiscountLineDetail.DiscountAccountRef.name = "Discounts given"
line2.DetailType = "DiscountLineDetail"
estimate.Line.append(line2)
estimate.save(qb=self.qb_client)
query_estimate = Estimate.get(estimate.Id, qb=self.qb_client)
self.assertEqual(query_estimate.Id, estimate.Id)
self.assertEqual(query_estimate.TotalAmt, estimate.TotalAmt)
self.assertEqual(query_estimate.ApplyTaxAfterDiscount,
estimate.ApplyTaxAfterDiscount)
self.assertEqual(query_estimate.PrintStatus, estimate.PrintStatus)
self.assertEqual(query_estimate.EmailStatus, estimate.EmailStatus)
self.assertEqual(query_estimate.BillAddr.Line1,
estimate.BillAddr.Line1)
self.assertEqual(query_estimate.BillAddr.City, estimate.BillAddr.City)
self.assertEqual(query_estimate.BillAddr.CountrySubDivisionCode,
estimate.BillAddr.CountrySubDivisionCode)
self.assertEqual(query_estimate.BillAddr.PostalCode,
estimate.BillAddr.PostalCode)
self.assertEqual(query_estimate.ShipAddr.Line1,
estimate.ShipAddr.Line1)
self.assertEqual(query_estimate.ShipAddr.City, estimate.ShipAddr.City)
self.assertEqual(query_estimate.ShipAddr.CountrySubDivisionCode,
estimate.ShipAddr.CountrySubDivisionCode)
self.assertEqual(query_estimate.ShipAddr.PostalCode,
estimate.ShipAddr.PostalCode)
self.assertEqual(query_estimate.BillEmail.Address,
estimate.BillEmail.Address)
self.assertEqual(query_estimate.CustomerMemo.value,
estimate.CustomerMemo.value)
self.assertEqual(query_estimate.CustomerRef.value,
estimate.CustomerRef.value)
self.assertEqual(query_estimate.CustomerRef.name,
estimate.CustomerRef.name)
self.assertEqual(query_estimate.TxnTaxDetail.TotalTax,
estimate.TxnTaxDetail.TotalTax)
self.assertEqual(query_estimate.Line[0].LineNum,
estimate.Line[0].LineNum)
self.assertEqual(query_estimate.Line[0].Description,
estimate.Line[0].Description)
self.assertEqual(query_estimate.Line[0].Amount,
estimate.Line[0].Amount)
self.assertEqual(query_estimate.Line[0].SalesItemLineDetail.UnitPrice,
estimate.Line[0].SalesItemLineDetail.UnitPrice)
self.assertEqual(query_estimate.Line[0].SalesItemLineDetail.Qty,
estimate.Line[0].SalesItemLineDetail.Qty)
self.assertEqual(query_estimate.Line[2].Amount,
estimate.Line[1].Amount)
self.assertEqual(
query_estimate.Line[2].DiscountLineDetail.PercentBased,
estimate.Line[1].DiscountLineDetail.PercentBased)
self.assertEqual(
query_estimate.Line[2].DiscountLineDetail.DiscountPercent,
estimate.Line[1].DiscountLineDetail.DiscountPercent)
self.assertEqual(
query_estimate.Line[2].DiscountLineDetail.DiscountAccountRef.value,
estimate.Line[1].DiscountLineDetail.DiscountAccountRef.value)
self.assertEqual(
query_estimate.Line[2].DiscountLineDetail.DiscountAccountRef.name,
estimate.Line[1].DiscountLineDetail.DiscountAccountRef.name)
def check_and_update_customer_information(cr, customer_id):
# If the customer is found, then the tool will compare the address in the database by `<house number> <first token>` in the address. If this is a discrepancy, it prompts the user to make the change or not.
# If the phone number is a mismatch and there is a new one, it just replaces it and moves the old one to the 2nd phone field in the customer record.
# If the email is a mismatch and there is a new one, then it just replaces it wihtout prompting and moves it to the 2nd email field in the customer record.
customer = Customer.get(customer_id, qb=qb_client)
#phone number update
phone_new = cr.customer_phone
primary_phone_obj = customer.PrimaryPhone
#print(type(customer.PrimaryPhone))
if phone_new is not None and primary_phone_obj is not None:
phone_orig = customer.PrimaryPhone.FreeFormNumber
formatted_new = phonenumbers.format_number(
phonenumbers.parse(phone_new, "US"),
phonenumbers.PhoneNumberFormat.NATIONAL)
formatted_orig = phonenumbers.format_number(
phonenumbers.parse(phone_orig, "US"),
phonenumbers.PhoneNumberFormat.NATIONAL)
if formatted_new != formatted_orig:
#update the phone field in the customer
logging.warning(
"The database customer phone number:[{}] is different from the order: [{}]. Updating..."
.format(formatted_orig, formatted_new))
orig_phone_struct = PhoneNumber()
orig_phone_struct.FreeFormNumber = formatted_orig
customer.AlternatePhone = orig_phone_struct
customer.PrimaryPhone.FreeFormNumber = formatted_new
customer.save(qb_client)
else:
if phone_new is not None:
formatted_new = phonenumbers.format_number(
phonenumbers.parse(phone_new, "US"),
phonenumbers.PhoneNumberFormat.NATIONAL)
logging.warning(
"The database customer phone number is empty from the order: [{}]. Updating..."
.format(formatted_new))
new_phone_struct = PhoneNumber()
new_phone_struct.FreeFormNumber = formatted_new
customer.PrimaryPhone = new_phone_struct
customer.save(qb_client)
#Customer email update
customer = Customer.get(customer_id, qb=qb_client)
email_new = cr.customer_email
email_orig_obj = customer.PrimaryEmailAddr
if email_new is not None and email_orig_obj is not None:
email_orig = customer.PrimaryEmailAddr.Address
if email_orig != email_new:
#update the phone field in the customer
logging.warning(
"The database customer email:[{}] is different from the order: [{}]. Updating..."
.format(email_orig, email_new))
customer.PrimaryEmailAddr.Address = email_new
customer.save(qb_client)
else:
if email_new is not None:
logging.warning(
"The database customer email address is empty from the order: [{}]. Updating..."
.format(email_new))
new_email_struct = EmailAddress()
new_email_struct.Address = email_new
customer.PrimaryEmailAddr = new_email_struct
customer.save(qb_client)
#Customer address update
customer = Customer.get(customer_id, qb=qb_client)
address_line1_new = cr.customer_street
address_line1_old_obj = customer.BillAddr
if address_line1_new is not None and address_line1_old_obj is not None:
address_line1_old = customer.BillAddr.Line1
if address_line1_new != address_line1_old:
#update the phone field in the customer
logging.warning(
"The database billing address:[{}] is different from the order: [{}]. Updating..."
.format(address_line1_old, address_line1_new))
answer = yesno(
"Update the address from [{}] to [{}] for customer: [{}]".
format(address_line1_old, address_line1_new,
customer.DisplayName))
if answer:
customer.BillAddr.Line1 = address_line1_new
customer.BillAddr.City = cr.customer_city
customer.BillAddr.CountrySubDivisionCode = cr.customer_state
customer.BillAddr.PostalCode = cr.customer_zip
customer.ShipAddr = customer.BillAddr
try:
customer.save(qb_client)
except ValidationException as ve:
print(ve.detail)
else:
if address_line1_new is not None:
logging.warning(
"The database customer billing address is empty from the order: [{}]. Updating..."
.format(address_line1_new))
new_address_struct = Address()
new_address_struct.Line1 = address_line1_new
new_address_struct.City = cr.customer_city
new_address_struct.CountrySubDivisionCode = cr.customer_state
new_address_struct.PostalCode = cr.customer_zip
customer.BillAddr = customer.ShipAddr = new_address_struct
customer.save(qb_client)
