def create_invoice_obj(invoice_dic, io):
invoice = Invoice()
invoice.DocNumber = invoice_dic['invoicenumber']
invoice.DueDate = invoice_dic['duedate']
customer = io.get_customer_by_id(invoice_dic['customerrefno'])
invoice.CustomerRef = customer.to_ref()
# Lines
lines = invoice_dic['lines']
line_item_codes = get_lines_item_codes(lines)
codes = io.get_items_from_list(line_item_codes)
for line in lines:
line_obj = create_line_obj(line, codes)
invoice.Line.append(line_obj)
io.save_invoice(invoice)
def create_invoice_obj(invoice_dic, io):
taxcode = io.get_tax_codes()[0]
invoice = Invoice()
invoice.DocNumber = invoice_dic['invoicenumber']
invoice.DueDate = invoice_dic['duedate']
customer = io.get_customer_by_id(invoice_dic['customerrefno'])
invoice.CustomerRef = customer.to_ref()
# Lines
lines = invoice_dic['lines']
line_item_codes = get_lines_item_codes(lines)
codes = io.get_items_from_list(line_item_codes)
for line in lines:
line_obj = create_line_obj(line, codes)
line_obj.SalesItemLineDetail.TaxCodeRef = taxcode.to_ref()
invoice.Line.append(line_obj)
io.save_invoice(invoice)
return invoice
def save_invoice(order):
customer = get_customer(order.student)
invoice = Invoice.filter(max_results=1, DocNumber=order.number, qb=client)
if invoice:
invoice = invoice[0]
else:
invoice = Invoice()
invoice.DocNumber = order.number
invoice.CustomerRef = customer.to_ref()
invoice.DueDate = order.date_paid
# Term does not have a to_ref method, go figure, so we manually generate this value
invoice.SalesTermRef = {"value": get_default_terms().Id}
orderlineitem_set = list(order.orderlineitem_set.all())
for i, l in enumerate(invoice.Line):
try:
l.Amount = orderlineitem_set[i].total_charge
l.Description = orderlineitem_set[i].product.name
item = get_item(orderlineitem_set[i].product)
l.SalesItemLineDetail.ItemRef = item.to_ref()
l.SalesItemLineDetail.ServiceDate = order.date_paid
l.SalesItemLineDetail.Qty = orderlineitem_set[i].qty
l.SalesItemLineDetail.UnitPrice = orderlineitem_set[i].charge
l.save(qb=client)
except IndexError: # the order has been updated to remove a line item
l.delete(qb=client)
if len(orderlineitem_set) > len(
invoice.Line
): # the order has been updated or created to add line items
for l in orderlineitem_set[len(invoice.Line):]:
line = SalesItemLine()
line.Amount = l.total_charge
line.Description = l.product.name
line.SalesItemLineDetail = SalesItemLineDetail()
item = get_item(l.product)
line.SalesItemLineDetail.ItemRef = item.to_ref()
line.SalesItemLineDetail.ServiceDate = order.date_paid
line.SalesItemLineDetail.Qty = l.qty
line.SalesItemLineDetail.UnitPrice = l.charge
invoice.Line.append(line)
invoice.save(qb=client)
return invoice
def create_invoice_obj_for_post(validated_data, user):
io = InvoiceOperations(user_id=user.id)
invoice = Invoice()
invoice.DocNumber = validated_data.get("invoice_id")
invoice.DueDate = validated_data.get("due_date")
customer = io.get_customer_by_id(validated_data.get('customer_ref_number'))
invoice.CustomerRef = customer.to_ref()
lines = validated_data.get("line_items")
item_codes = list()
for line in lines:
item_codes.append(line['item_code'])
codes = io.get_items_from_list(item_codes)
print("codes", codes)
if len(codes) != len(list(set(item_codes))):
raise InvalidItemRef("Invalid item ref code")
for line in lines:
line_obj = create_line_obj_for_post(line, codes)
invoice.Line.append(line_obj)
io.save_invoice(invoice)
return invoice
def qbo_create_invoice(so, customer_id):
client = create_qbc()
customer_ref = Customer.get(customer_id, qb=client).to_ref()
line_detail = SalesItemLineDetail()
line_detail.UnitPrice = 100 # in dollars
line_detail.Qty = 1 # quantity can be decimal
item_ref = Item.get(35, qb=client).to_ref()
line_detail.ItemRef = item_ref
line = SalesItemLine()
line.Amount = 100 # in dollars
line.SalesItemLineDetail = line_detail
line.DetailType = "SalesItemLineDetail"
invoice = Invoice()
invoice.CustomerRef = customer_ref
invoice.Line = [line]
invoice.save(qb=client)
def send_to_quickbooks(self, request):
# Before we ship to quickbooks, let's save the freshsheet used by this Order
self.freshsheet = FreshSheet.objects.latest('published_at')
self.save()
client = get_qb_client()
customer = Ref()
# customer.value = 1
customer.value = self.created_by.qb_customer_id
# customer.name = self.created_by.req_info.business_name
customer.type = 'Customer'
line_items = []
for item in self.items.all():
item_lookup = Item.where(
f"Name = '{item.item.name}{item.unit_quantity}'", qb=client)
if item_lookup:
product = item_lookup[0]
product.UnitPrice = item.unit_cost
product.Type = 'NonInventory'
product.IncomeAccountRef = Account.where(
"Name = 'Sales'", qb=client)[0].to_ref()
product.save(qb=client)
else:
product = Item()
product.Name = f"{item.item.name}{item.unit_quantity}"
product.UnitPrice = item.unit_cost
product.Type = 'NonInventory'
product.IncomeAccountRef = Account.where(
"Name = 'Sales'", qb=client)[0].to_ref()
product.save(qb=client)
line_detail = SalesItemLineDetail()
line_detail.ItemRef = product.to_ref()
line_detail.UnitPrice = item.unit_cost # in dollars
line_detail.Qty = item.quantity # quantity can be decimal
# Need to change this date to be the DELIVERY DATE of shipment,
# not the date on which it was created
# Check if it's between Sunday and Tuesday (Yields Tuesday date().isoformat())
# Check if it's between Wednesday and Friday (Yields Friday date().isoformat())
line_detail.ServiceDate = get_next_service_date().isoformat()
line = SalesItemLine()
line.Id = '1'
line.Amount = item.total_cost # in dollars
line.Description = f"{item.quantity} {item.item.get_unit_verbose()} of {product.Name} from " \
f"{item.item.farm}."
line.SalesItemLineDetail = line_detail
line_items.append(line)
invoice = Invoice()
invoice.CustomerRef = customer
invoice.Line = line_items
invoice.save(qb=client)
# NOTE: If we try to just save the user model, it _could_ overwrite some Quickbooks auth settings.
# By getting a fresh model we'll for sure have the latest settings
fresh_user_model = User.objects.get(pk=request.user.pk)
fresh_user_model.cart = None
fresh_user_model.save()