def json_estimates(request):
client = get_qbo_client(get_callback_url(request))
# get recent estimates
query = "SELECT * FROM Estimate WHERE TxnDate >= '%s' ORDERBY TxnDate ASC MAXRESULTS %s" % (
(datetime.now() - timedelta(weeks=settings.ESTIMATE_AGE_WEEKS)).date().isoformat(), settings.QBO_MAX_RESULTS)
# remove "Closed" estimates without a "Tag #" which indicates the bike has been serviced and picked up
results = [json.loads(e.to_json()) for e in Estimate.query(query, qb=client)]
results = [e for e in results if not (e['TxnStatus'] == 'Closed' and not estimate_has_tag_number(e))]
return JsonResponse({'success': True, 'estimates': results})
def purge_orders(request):
client = get_qbo_client(get_callback_url(request))
# get recent estimates
query = "SELECT * FROM Estimate WHERE TxnDate >= '%s' ORDERBY TxnDate DESC MAXRESULTS %s" % (
(datetime.now() - timedelta(weeks=settings.ESTIMATE_AGE_WEEKS)).date().isoformat(), settings.QBO_MAX_RESULTS)
# filter to "Closed" and "Accepted"
results = [json.loads(e.to_json()) for e in Estimate.query(query, qb=client)]
results = [e for e in results if e['TxnStatus'] in ['Closed', 'Accepted']]
orders_to_purge = []
parts_to_purge = []
for result in results:
# verify the DocNumber is an integer
if not result['DocNumber'] or not result['DocNumber'].isdigit():
continue
# delete all parts for this "DocNumber" (i.e estimate_id)
order_parts = OrderPart.objects.filter(estimate_id=result['DocNumber'])
order_ids = set()
for part in order_parts:
order_ids.add(part.order.id)
parts_to_purge.append({
"qbo_estimate_id": result['Id'],
"part_id": part.id,
"order_id": part.order.id,
"qbo_DocNumber": part.estimate_id,
})
part.delete()
# delete all orders without any associated parts
orders = Order.objects.filter(order_id__in=order_ids)
for order in orders:
if not order.orderpart_set.exists():
orders_to_purge.append({
"order_id": order.id,
})
order.delete()
return JsonResponse({
'parts_to_purge': parts_to_purge,
'orders_to_purge': orders_to_purge,
})
def test_unicode(self):
estimate = Estimate()
estimate.TotalAmt = 10
self.assertEqual(str(estimate), "10")
def test_valid_object_name(self):
obj = Estimate()
client = QuickBooks()
result = client.isvalid_object_name(obj.qbo_object_name)
self.assertTrue(result)
def test_unicode(self):
estimate = Estimate()
estimate.TotalAmt = 10
self.assertEquals(str(estimate), "10")
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 test_create(self):
estimate = Estimate()
estimate.TotalAmt = 31.5
estimate.ApplyTaxAfterDiscount = False
estimate.PrintStatus = "NeedToPrint"
estimate.EmailStatus = "NotSet"
estimate.BillAddr = Address()
# estimate.BillAddr.Id = "1" + datetime.now().strftime('%d%H%M')
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 = DetailLine()
line2.Amount = 3.5
discount_line_detail = DiscountLineDetail()
discount_line_detail.PercentBased = True
discount_line_detail.DiscountPercent = 10
discount_account_ref = Ref()
discount_account_ref.value = "86"
discount_account_ref.name = "Discounts given"
discount_line_detail.DiscountAccountRef = discount_account_ref
line2.DetailType = "DiscountLineDetail"
line2.DiscountLineDetail = discount_line_detail
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)
