def _set_location_in_invoices(self):
"""
Change Location value in invoice to Sales
contained in client's suffix field
TODO: make it scriptable to run into a cron job
"""
invoices = Invoice.filter(max_results=1000,
order_by="DocNumber DESC",
qb=self.client)
for i in invoices:
if i.DepartmentRef is None:
c = Customer.get(i.CustomerRef.value, qb=self.client)
if c.Suffix != "":
location = self._get_location(sales_name=c.Suffix)
if location is not None:
# print(f"INVOICE {i.DocNumber} ASSIGNED TO {c.Suffix} LOCATION ID {location.Id}")
i.DepartmentRef = location.to_ref()
i.save(qb=self.client)
else:
print(
f"[ERROR] Location IS NONE FOR {c.Suffix} OF {c}")
else:
print(f"[ERROR] c.Suffix IS NONE FOR {c}")
print(f"set_location_in_invoices ended")
def test_delete(self):
# First create an invoice
invoice = Invoice()
line = SalesItemLine()
line.LineNum = 1
line.Description = "description"
line.Amount = 100
line.SalesItemLineDetail = SalesItemLineDetail()
item = Item.all(max_results=1, qb=self.qb_client)[0]
line.SalesItemLineDetail.ItemRef = item.to_ref()
invoice.Line.append(line)
customer = Customer.all(max_results=1, qb=self.qb_client)[0]
invoice.CustomerRef = customer.to_ref()
invoice.CustomerMemo = CustomerMemo()
invoice.CustomerMemo.value = "Customer Memo"
invoice.save(qb=self.qb_client)
# Then delete
invoice_id = invoice.Id
invoice.delete(qb=self.qb_client)
query_invoice = Invoice.filter(Id=invoice_id, qb=self.qb_client)
self.assertEqual([], query_invoice)
def verify_invoice(doc_number="", email=""):
# checks QBO to ensure invoice number matches email provided
# if match, returns QBO customer object attached to invoice
# if mismatch, returns None
refresh_stored_tokens()
qb = fetch('qbclient')
invoice_list = Invoice.filter(DocNumber=doc_number, qb=qb)
if invoice_list:
customers = Customer.filter(id=invoice_list[0].CustomerRef.value,
qb=qb)
else:
return None
if customers:
if customers[0].PrimaryEmailAddr.Address.lower() == email.lower():
return customers[0]
else:
return None
else:
return None
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)
