def auto_create_category_mappings(workspace_id):
"""
Create Category Mappings
:return: mappings
"""
try:
fyle_categories = upload_categories_to_fyle(workspace_id=workspace_id)
Mapping.bulk_create_mappings(fyle_categories, 'CATEGORY', 'ACCOUNT',
workspace_id)
return []
except WrongParamsError as exception:
logger.error(
'Error while creating categories workspace_id - %s in Fyle %s %s',
workspace_id, exception.message, {'error': exception.response})
except Exception:
error = traceback.format_exc()
error = {'error': error}
logger.error(
'Error while creating categories workspace_id - %s error: %s',
workspace_id, error)
def async_auto_map_employees(workspace_id: int):
configuration = Configuration.objects.get(workspace_id=workspace_id)
employee_mapping_preference = configuration.auto_map_employees
mapping_setting = MappingSetting.objects.filter(
~Q(destination_field='CREDIT_CARD_ACCOUNT'),
source_field='EMPLOYEE',
workspace_id=workspace_id).first()
destination_type = mapping_setting.destination_field
fyle_credentials = FyleCredential.objects.get(workspace_id=workspace_id)
fyle_connection = FyleConnector(
refresh_token=fyle_credentials.refresh_token,
workspace_id=workspace_id)
netsuite_credentials = NetSuiteCredentials.objects.get(
workspace_id=workspace_id)
netsuite_connection = NetSuiteConnector(
netsuite_credentials=netsuite_credentials, workspace_id=workspace_id)
fyle_connection.sync_employees()
if destination_type == 'EMPLOYEE':
netsuite_connection.sync_employees()
else:
netsuite_connection.sync_vendors()
Mapping.auto_map_employees(destination_type, employee_mapping_preference,
workspace_id)
def async_auto_map_employees(workspace_id: int):
try:
employee_mapping_preference = WorkspaceGeneralSettings.objects.get(
workspace_id=workspace_id).auto_map_employees
fyle_credentials = FyleCredential.objects.get(
workspace_id=workspace_id)
fyle_connection = FyleConnector(
refresh_token=fyle_credentials.refresh_token,
workspace_id=workspace_id)
xero_credentials = XeroCredentials.objects.get(
workspace_id=workspace_id)
xero_connection = XeroConnector(xero_credentials,
workspace_id=workspace_id)
fyle_connection.sync_employees()
xero_connection.sync_contacts()
Mapping.auto_map_employees('CONTACT', employee_mapping_preference,
workspace_id)
except XeroCredentials.DoesNotExist:
logger.error(
'Xero Credentials not found for workspace_id %s',
workspace_id,
)
def post_projects_in_batches(fyle_connection: FyleConnector,
workspace_id: int):
existing_project_names = ExpenseAttribute.objects.filter(
attribute_type='PROJECT',
workspace_id=workspace_id).values_list('value', flat=True)
ns_attributes_count = DestinationAttribute.objects.filter(
attribute_type='PROJECT', workspace_id=workspace_id).count()
page_size = 200
for offset in range(0, ns_attributes_count, page_size):
limit = offset + page_size
paginated_ns_attributes = DestinationAttribute.objects.filter(
attribute_type='PROJECT',
workspace_id=workspace_id).order_by('value', 'id')[offset:limit]
paginated_ns_attributes = remove_duplicates(paginated_ns_attributes)
fyle_payload: List[Dict] = create_fyle_projects_payload(
paginated_ns_attributes, existing_project_names, workspace_id)
if fyle_payload:
fyle_connection.connection.Projects.post(fyle_payload)
fyle_connection.sync_projects()
Mapping.bulk_create_mappings(paginated_ns_attributes, 'PROJECT',
'PROJECT', workspace_id)
def async_auto_map_employees(workspace_id: int):
general_settings = WorkspaceGeneralSettings.objects.get(
workspace_id=workspace_id)
employee_mapping_preference = general_settings.auto_map_employees
mapping_setting = MappingSetting.objects.filter(
~Q(destination_field='CREDIT_CARD_ACCOUNT'),
source_field='EMPLOYEE',
workspace_id=workspace_id).first()
destination_type = mapping_setting.destination_field
fyle_credentials = FyleCredential.objects.get(workspace_id=workspace_id)
fyle_connection = FyleConnector(
refresh_token=fyle_credentials.refresh_token,
workspace_id=workspace_id)
qbo_credentials = QBOCredential.objects.get(workspace_id=workspace_id)
qbo_connection = QBOConnector(credentials_object=qbo_credentials,
workspace_id=workspace_id)
fyle_connection.sync_employees()
if destination_type == 'EMPLOYEE':
qbo_connection.sync_employees()
else:
qbo_connection.sync_vendors()
Mapping.auto_map_employees(destination_type, employee_mapping_preference,
workspace_id)
def async_auto_map_ccc_account(workspace_id: int):
general_mappings = GeneralMapping.objects.get(workspace_id=workspace_id)
default_ccc_account_id = general_mappings.default_ccc_account_id
fyle_credentials = FyleCredential.objects.get(workspace_id=workspace_id)
fyle_connection = FyleConnector(
refresh_token=fyle_credentials.refresh_token,
workspace_id=workspace_id)
fyle_connection.sync_employees()
Mapping.auto_map_ccc_employees('CREDIT_CARD_ACCOUNT',
default_ccc_account_id, workspace_id)
def auto_create_category_mappings(workspace_id):
"""
Create Category Mappings
:return: mappings
"""
configuration: Configuration = Configuration.objects.get(
workspace_id=workspace_id)
reimbursable_expenses_object = configuration.reimbursable_expenses_object
corporate_credit_card_expenses_object = configuration.corporate_credit_card_expenses_object
if reimbursable_expenses_object == 'EXPENSE REPORT':
reimbursable_destination_type = 'EXPENSE_CATEGORY'
else:
reimbursable_destination_type = 'ACCOUNT'
try:
fyle_categories = upload_categories_to_fyle(
workspace_id=workspace_id,
reimbursable_expenses_object=reimbursable_expenses_object)
Mapping.bulk_create_mappings(fyle_categories, 'CATEGORY',
reimbursable_destination_type,
workspace_id)
if corporate_credit_card_expenses_object:
create_credit_card_category_mappings(
reimbursable_expenses_object,
corporate_credit_card_expenses_object, workspace_id)
return []
except WrongParamsError as exception:
logger.error(
'Error while creating categories workspace_id - %s in Fyle %s %s',
workspace_id, exception.message, {'error': exception.response})
except Exception:
error = traceback.format_exc()
error = {'error': error}
logger.error(
'Error while creating categories workspace_id - %s error: %s',
workspace_id, error)
def create_or_update_employee_mapping(expense_group: ExpenseGroup,
qbo_connection: QBOConnector,
auto_map_employees_preference: str):
try:
Mapping.objects.get(
destination_type='VENDOR',
source_type='EMPLOYEE',
source__value=expense_group.description.get('employee_email'),
workspace_id=expense_group.workspace_id)
except Mapping.DoesNotExist:
source_employee = ExpenseAttribute.objects.get(
workspace_id=expense_group.workspace_id,
attribute_type='EMPLOYEE',
value=expense_group.description.get('employee_email'))
try:
if auto_map_employees_preference == 'EMAIL':
filters = {
'detail__email__iexact': source_employee.value,
'attribute_type': 'VENDOR'
}
else:
filters = {
'value__iexact': source_employee.detail['full_name'],
'attribute_type': 'VENDOR'
}
entity = DestinationAttribute.objects.filter(
workspace_id=expense_group.workspace_id, **filters).first()
if entity is None:
entity: DestinationAttribute = qbo_connection.get_or_create_vendor(
vendor_name=source_employee.detail['full_name'],
email=source_employee.value,
create=True)
mapping = Mapping.create_or_update_mapping(
source_type='EMPLOYEE',
source_value=expense_group.description.get('employee_email'),
destination_type='VENDOR',
destination_id=entity.destination_id,
destination_value=entity.value,
workspace_id=int(expense_group.workspace_id))
mapping.source.auto_mapped = True
mapping.source.save()
mapping.destination.auto_created = True
mapping.destination.save()
except WrongParamsError as bad_request:
logger.error(bad_request.response)
error_response = json.loads(
bad_request.response)['Fault']['Error'][0]
# This error code comes up when the vendor or employee already exists
if error_response['code'] == '6240':
logger.error(
'Destination Attribute with value %s not found in workspace %s',
source_employee.detail['full_name'],
expense_group.workspace_id)
def create_or_update_employee_mapping(expense_group: ExpenseGroup,
netsuite_connection: NetSuiteConnector,
auto_map_employees_preference: str):
try:
Mapping.objects.get(
Q(destination_type='VENDOR') | Q(destination_type='EMPLOYEE'),
source_type='EMPLOYEE',
source__value=expense_group.description.get('employee_email'),
workspace_id=expense_group.workspace_id)
except Mapping.DoesNotExist:
employee_mapping_setting = MappingSetting.objects.filter(
Q(destination_field='VENDOR') | Q(destination_field='EMPLOYEE'),
source_field='EMPLOYEE',
workspace_id=expense_group.workspace_id).first().destination_field
source_employee = ExpenseAttribute.objects.get(
workspace_id=expense_group.workspace_id,
attribute_type='EMPLOYEE',
value=expense_group.description.get('employee_email'))
try:
filters = {}
if auto_map_employees_preference == 'EMAIL':
filters = {
'detail__email__iexact': source_employee.value,
'attribute_type': employee_mapping_setting
}
elif auto_map_employees_preference == 'NAME':
filters = {
'value__iexact': source_employee.detail['full_name'],
'attribute_type': employee_mapping_setting
}
created_entity = DestinationAttribute.objects.filter(
workspace_id=expense_group.workspace_id, **filters).first()
if employee_mapping_setting == 'EMPLOYEE':
if created_entity is None:
created_entity: DestinationAttribute = netsuite_connection.get_or_create_employee(
source_employee, expense_group)
else:
if created_entity is None:
created_entity: DestinationAttribute = netsuite_connection.get_or_create_vendor(
source_employee, expense_group)
mapping = Mapping.create_or_update_mapping(
source_type='EMPLOYEE',
source_value=expense_group.description.get('employee_email'),
destination_type=employee_mapping_setting,
destination_id=created_entity.destination_id,
destination_value=created_entity.value,
workspace_id=int(expense_group.workspace_id))
mapping.source.auto_mapped = True
mapping.source.save()
mapping.destination.auto_created = True
mapping.destination.save()
except NetSuiteRequestError as exception:
logger.exception({'error': exception})
def create_credit_card_category_mappings(reimbursable_expenses_object,
corporate_credit_card_expenses_object,
workspace_id):
"""
Create credit card mappings
"""
mapping_batch = []
category_mappings = Mapping.objects.filter(
source_id__in=Mapping.objects.filter(
workspace_id=workspace_id, source_type='CATEGORY').values(
'source_id').annotate(count=Count('source_id')).filter(
count=1).values_list('source_id'))
if reimbursable_expenses_object == 'EXPENSE REPORT' and corporate_credit_card_expenses_object == 'EXPENSE REPORT':
destination_type = 'CCC_EXPENSE_CATEGORY'
else:
destination_type = 'CCC_ACCOUNT'
destination_values = []
account_internal_ids = []
for mapping in category_mappings:
destination_values.append(mapping.destination.value)
if mapping.destination.detail and 'account_internal_id' in mapping.destination.detail:
account_internal_ids.append(
mapping.destination.detail['account_internal_id'])
if reimbursable_expenses_object == 'EXPENSE REPORT' and corporate_credit_card_expenses_object in (
'BILL', 'JOURNAL ENTRY', 'CREDIT CARD CHARGE'):
destination_attributes = DestinationAttribute.objects.filter(
workspace_id=workspace_id,
attribute_type=destination_type,
destination_id__in=account_internal_ids).all()
else:
destination_attributes = DestinationAttribute.objects.filter(
workspace_id=workspace_id,
attribute_type=destination_type,
value__in=destination_values).all()
destination_id_map = {}
for attribute in destination_attributes:
destination_id_map[attribute.value] = {
'id': attribute.id,
'destination_id': attribute.destination_id
}
for mapping in category_mappings:
if reimbursable_expenses_object == 'EXPENSE REPORT':
if corporate_credit_card_expenses_object == 'EXPENSE REPORT':
mapping_batch.append(
Mapping(source_type='CATEGORY',
destination_type=destination_type,
source_id=mapping.source.id,
destination_id=destination_id_map[
mapping.destination.value]['id'],
workspace_id=workspace_id))
elif corporate_credit_card_expenses_object in (
'BILL', 'JOURNAL ENTRY', 'CREDIT CARD CHARGE'):
for value in destination_id_map:
if destination_id_map[value][
'destination_id'] == mapping.destination.detail[
'account_internal_id']:
mapping_batch.append(
Mapping(
source_type='CATEGORY',
destination_type=destination_type,
source_id=mapping.source.id,
destination_id=destination_id_map[value]['id'],
workspace_id=workspace_id))
break
elif reimbursable_expenses_object in ('BILL', 'JOURNAL ENTRY'):
mapping_batch.append(
Mapping(source_type='CATEGORY',
destination_type=destination_type,
source_id=mapping.source.id,
destination_id=destination_id_map[
mapping.destination.value]['id'],
workspace_id=workspace_id))
if mapping_batch:
Mapping.objects.bulk_create(mapping_batch, batch_size=50)