def test_create(self):
deposit = Deposit()
account = Account.filter(AccountType="Bank",
max_results=2,
qb=self.qb_client)
account_ref = account[0].to_ref()
deposit_to_account_ref = account[1].to_ref()
deposit_line_detail = DepositLineDetail()
deposit_line_detail.AccountRef = account_ref
line = DepositLine()
line.Amount = 20.00
line.DetailType = "DepositLineDetail"
line.DepositLineDetail = deposit_line_detail
deposit.DepositToAccountRef = deposit_to_account_ref
deposit.Line.append(line)
deposit.save(qb=self.qb_client)
query_deposit = Deposit.get(deposit.Id, qb=self.qb_client)
self.assertEqual(deposit.Id, query_deposit.Id)
def purchase(vendor, account, amount, client, description=None):
purchase_acct = Account.filter(AccountType='Accounts Payable',
AccountSubType='Accounts Payable',
qb=client)
if len(purchase_acct) == 0:
purchase_acct = create_purchase_account(client)
else:
purchase_acct = purchase_acct[0]
purchase = Purchase().from_json({
"PaymentType":
"Check",
"AccountRef": {
"value": account.Id
},
"EntityRef": {
"type": "Vendor",
"value": vendor.Id
},
"PrivateNote":
description,
"Line": [{
"DetailType": "AccountBasedExpenseLineDetail",
"Amount": amount,
"AccountBasedExpenseLineDetail": {
"AccountRef": {
"value": purchase_acct.Id
}
}
}]
})
return purchase.save(qb=client)
def test_update(self):
account = Account.filter(Name=self.name, qb=self.qb_client)[0]
account.Name = "Updated Name {0}".format(self.account_number)
account.save(qb=self.qb_client)
query_account = Account.get(account.Id, qb=self.qb_client)
self.assertEqual(query_account.Name, "Updated Name {0}".format(self.account_number))
def test_update(self):
account = Account.filter(Name=self.name, qb=self.qb_client)[0]
account.Name = "Updated Name {0}".format(self.account_number)
account.save(qb=self.qb_client)
query_account = Account.get(account.Id, qb=self.qb_client)
self.assertEquals(query_account.Name, "Updated Name {0}".format(self.account_number))
def test_update(self):
account = Account.filter(Name=self.name)[0]
account.Name = "Updated Name {0}".format(self.account_number)
account.save()
query_account = Account.get(account.Id)
self.assertEquals(query_account.Name, "Updated Name {0}".format(self.account_number))
def do_payment(event, context):
data = json.loads(event['Records'][0]['body'])
amount = data['amount']
user = data['user']
company = data['company']
client = get_qbo_client(user, company)
account = Account.filter(Name='Left Coast Financial', qb=client)[0]
customer = create_customer(user, company, data['from'])
payment(customer, account, amount, client, data['description'])
return {'statusCode': 200}
def do_purchase(event, context):
data = json.loads(event['Records'][0]['body'])
#bill = create_bill(vendor[0], account[0], data['amount'], client)
amount = float(data['amount'])
user = data['user']
client = get_qbo_client(user, data['company'])
account = Account.filter(Name='Left Coast Financial', qb=client)[0]
vendor = create_vendor(user, data['company'], data['to'])
#pay_bill(bill, vendor[0], account[0], amount, client)
purchase(vendor, account, amount, client, data['description'])
return {'statusCode': 200}
def create_equity_account(name, client):
logger.info("Creating equity account")
account = Account.filter(Active=True,
AccountType="Equity",
AccountSubType="OpeningBalanceEquity",
qb=client)
if len(account) == 0:
account = Account()
account.Name = name
account.AccountType = "Equity"
account.AccountSubType = "OpeningBalanceEquity"
try:
account.save(qb=client)
except QuickbooksException:
account = Account.filter(AccountType="Equity",
AccountSubType="OpeningBalanceEquity",
qb=client)
return account[0]
return account.save(qb=client)
else:
return account[0]
def qbo_create_item(soi):
client = create_qbc()
item = Item()
print(soi.title)
print(soi.price)
item.Name = soi.title
item.UnitPrice = soi.price
item.Type = "Service"
item.Sku = soi.sku
account = Account.filter(Active=True, Name="Sales", qb=client)
account_ref = Account.get(account[0].Id, qb=client).to_ref()
item.IncomeAccountRef = account_ref
item.save(qb=client)
return item.Id
def test_create(self):
deposit = Deposit()
account = Account.filter(AccountType="Bank", max_results=2, qb=self.qb_client)
account_ref = account[0].to_ref()
deposit_to_account_ref = account[1].to_ref()
deposit_line_detail = DepositLineDetail()
deposit_line_detail.AccountRef = account_ref
line = DepositLine()
line.Amount = 20.00
line.DetailType = "DepositLineDetail"
line.DepositLineDetail = deposit_line_detail
deposit.DepositToAccountRef = deposit_to_account_ref
deposit.Line.append(line)
deposit.save(qb=self.qb_client)
query_deposit = Deposit.get(deposit.Id, qb=self.qb_client)
self.assertEqual(deposit.Id, query_deposit.Id)
def get_account(name, user, company, client):
account = Account.filter(Active=True, Name=name, qb=client)
if len(account) == 0:
return None
else:
return account[0]
def post_deposit(amount, tax, btcp_id):
# post deposit to QBO
if tax is None:
tax = float(0)
refresh_stored_tokens()
qb = fetch('qbclient')
# check if BTCPay income acct is already in QBO
income_acct_list = Account.filter(Name="BTCPay Sales", qb=qb)
try:
# if income acct exits, grab it
income_acct = income_acct_list[0]
except IndexError:
# if income acct is not in QBO, create it
new_acct = Account()
new_acct.Name = "BTCPay Sales"
new_acct.AccountSubType = "OtherPrimaryIncome"
new_acct.save(qb=qb)
# set newly created acct as income acct
income_acct_list = Account.filter(Name="BTCPay Sales", qb=qb)
income_acct = income_acct_list[0]
# check if BTCPay Sales Tax acct is already in QBO
sales_tax_acct_list = Account.filter(Name="Sales Tax from BTCPay", qb=qb)
try:
# if sales tax liability acct exits, grab it
sales_tax_acct = sales_tax_acct_list[0]
except IndexError:
# if sales tax acct is not in QBO, create it
new_acct = Account()
new_acct.Name = "Sales Tax from BTCPay"
new_acct.AccountSubType = "OtherCurrentLiabilities"
new_acct.save(qb=qb)
# set newly created acct as sales tax account
sales_tax_acct_list = Account.filter(Name="Sales Tax from BTCPay",
qb=qb)
sales_tax_acct = sales_tax_acct_list[0]
# check if QBO has asset acct for Bitcoin-BTCPay
deposit_acct_list = Account.filter(Name="Bitcoin-BTCPay", qb=qb)
try:
# if Bitcoin-BTCPay is in QBO, set as deposit acct
deposit_acct = deposit_acct_list[0]
except IndexError:
# if Bitcoin-BTCPay is not in QBO, create it as deposit acct
new_acct = Account()
new_acct.Name = "Bitcoin-BTCPay"
new_acct.AccountSubType = "OtherCurrentAssets"
new_acct.save(qb=qb)
# set newly created Bitcoin-BTCPay acct as deposit acct
deposit_acct_list = Account.filter(Name="Bitcoin-BTCPay", qb=qb)
deposit_acct = deposit_acct_list[0]
# create deposit
description = 'BTCPay: ' + btcp_id
income_acct_ref = Ref()
income_acct_ref.value = income_acct.Id
detail = DepositLineDetail()
detail.AccountRef = income_acct_ref
line = DepositLine()
line.DepositLineDetail = detail
deposit_account_ref = Ref()
deposit_account_ref.value = deposit_acct.Id
line.Amount = amount - tax
line.Description = description
# create sales tax line
sales_tax_acct_ref = Ref()
sales_tax_acct_ref.value = sales_tax_acct.Id
line2 = DepositLine()
detail2 = DepositLineDetail()
detail2.AccountRef = sales_tax_acct_ref
line2.DepositLineDetail = detail2
line2.Description = description
line2.Amount = tax
deposit = Deposit()
deposit.Line.append(line)
deposit.Line.append(line2)
deposit.DepositToAccountRef = deposit_account_ref
deposit.save(qb=qb)
# save payment to temp redis store to fliter duplicates
app.redis.set(btcp_id, 'deposit', ex=21600)
return 'Deposit Made: ' + str(deposit)
def post_payment(doc_number="", amount=0, btcp_id=''):
# post payment to QBO
'''
doc_number: QBO invoice number
amount: payment amount
btcp_id: BTCPay invoice number
'''
refresh_stored_tokens()
qb = fetch('qbclient')
# check if BTCPay is already in QBO as a pmt method
pmt_method_list = PaymentMethod.filter(Name="BTCPay", qb=qb)
try:
# if BTCPay is already in QBO, set it as pmt method
pmt_method = pmt_method_list[0]
except IndexError:
# if BTCPay is not in QBO, create it as pmt method
new_pmt_method = PaymentMethod()
new_pmt_method.Name = "BTCPay"
new_pmt_method.save(qb=qb)
# set newly created BTCPay pmt method as pmt method
pmt_method_list = PaymentMethod.filter(Name="BTCPay", qb=qb)
pmt_method = pmt_method_list[0]
# check if QBO has asset acct for Bitcoin-BTCPay
deposit_acct_list = Account.filter(Name="Bitcoin-BTCPay", qb=qb)
try:
# if Bitcoin-BTCPay is in QBO, set as deposit acct
deposit_acct = deposit_acct_list[0]
except IndexError:
# if Bitcoin-BTCPay is not in QBO, create it as deposit acct
new_acct = Account()
new_acct.Name = "Bitcoin-BTCPay"
new_acct.AccountSubType = "OtherCurrentAssets"
new_acct.save(qb=qb)
# set newly created Bitcoin-BTCPay acct as deposit acct
deposit_acct_list = Account.filter(Name="Bitcoin-BTCPay", qb=qb)
deposit_acct = deposit_acct_list[0]
# pull list of invoice objects matching invoice number from QBO
invoice_list = Invoice.filter(DocNumber=doc_number, qb=qb)
try:
# only one invoice can match the inv #, so pull it from list
invoice = invoice_list[0]
except IndexError:
app.logger.warning(f'No such invoice exists: {doc_number}')
return None
else:
# convert invoice object to linked invoice object
linked_invoice = invoice.to_linked_txn()
description = 'BTCPay: ' + btcp_id
payment_line = PaymentLine()
payment_line.Amount = amount
payment_line.Description = description
# attach linked invoice object to payment line object
payment_line.LinkedTxn.append(linked_invoice)
payment = Payment()
payment.TotalAmt = amount
payment.CustomerRef = invoice.CustomerRef
# create deposit acct reference object from deposit acct object
deposit_account_ref = Ref()
deposit_account_ref.value = deposit_acct.Id
# create pmt method reference object from pmt method object
pmt_method_ref = Ref()
pmt_method_ref.name = pmt_method.Name
# attach pmt method ref, dep acct ref, and pmt line obj to pmt obj
payment.PaymentMethodRef = pmt_method_ref
payment.DepositToAccountRef = deposit_account_ref
payment.Line.append(payment_line)
payment.save(qb=qb)
# save payment to temp redis store to fliter duplicates
app.redis.set(btcp_id, 'payment', ex=21600)
return "Payment Made: " + str(payment)
