def sync_tracking_categories(self):
"""
Get Tracking Categories
"""
tenant_mapping = TenantMapping.objects.get(
workspace_id=self.workspace_id)
self.connection.set_tenant_id(tenant_mapping.tenant_id)
tracking_categories = self.connection.tracking_categories.get_all(
)['TrackingCategories']
for tracking_category in tracking_categories:
tracking_category_attributes = []
for option in tracking_category['Options']:
tracking_category_attributes.append({
'attribute_type':
tracking_category['Name'].upper().replace(' ', '_'),
'display_name':
tracking_category['Name'],
'value':
option['Name'],
'destination_id':
option['TrackingOptionID']
})
DestinationAttribute.bulk_create_or_update_destination_attributes(
tracking_category_attributes,
tracking_category['Name'].upper().replace(' ', '_'),
self.workspace_id, True)
return []
def sync_vendors(self):
"""
Get vendors
"""
vendors = self.connection.vendors.get()
vendor_attributes = []
for vendor in vendors:
detail = {
'email':
vendor['PrimaryEmailAddr']['Address'] if
('PrimaryEmailAddr' in vendor and vendor['PrimaryEmailAddr']
and 'Address' in vendor['PrimaryEmailAddr']
and vendor['PrimaryEmailAddr']['Address']) else None
}
vendor_attributes.append({
'attribute_type': 'VENDOR',
'display_name': 'vendor',
'value': vendor['DisplayName'],
'destination_id': vendor['Id'],
'detail': detail
})
DestinationAttribute.bulk_create_or_update_destination_attributes(
vendor_attributes, 'VENDOR', self.workspace_id, True)
return []
def sync_customers(self):
"""
Get customers
"""
customers_count = self.connection.customers.count()
if customers_count < SYNC_UPPER_LIMIT['customers']:
customers = self.connection.customers.get()
customer_attributes = []
for customer in customers:
if customer['Active']:
customer_attributes.append({
'attribute_type':
'CUSTOMER',
'display_name':
'customer',
'value':
unidecode.unidecode(u'{0}'.format(
customer['FullyQualifiedName'])),
'destination_id':
customer['Id'],
'active':
True
})
DestinationAttribute.bulk_create_or_update_destination_attributes(
customer_attributes, 'CUSTOMER', self.workspace_id, True)
return []
def sync_employees(self):
"""
Get employees
"""
employees = self.connection.employees.get()
employee_attributes = []
for employee in employees:
detail = {
'email':
employee['PrimaryEmailAddr']['Address'] if
('PrimaryEmailAddr' in employee
and employee['PrimaryEmailAddr']
and 'Address' in employee['PrimaryEmailAddr']
and employee['PrimaryEmailAddr']['Address']) else None
}
employee_attributes.append({
'attribute_type': 'EMPLOYEE',
'display_name': 'employee',
'value': employee['DisplayName'],
'destination_id': employee['Id'],
'detail': detail
})
DestinationAttribute.bulk_create_or_update_destination_attributes(
employee_attributes, 'EMPLOYEE', self.workspace_id, True)
return []
def sync_contacts(self):
"""
Get contacts
"""
tenant_mapping = TenantMapping.objects.get(
workspace_id=self.workspace_id)
self.connection.set_tenant_id(tenant_mapping.tenant_id)
contacts = self.connection.contacts.get_all()['Contacts']
contact_attributes = []
for contact in contacts:
detail = {
'email':
contact['EmailAddress'] if 'EmailAddress' in contact else None
}
contact_attributes.append({
'attribute_type': 'CONTACT',
'display_name': 'Contact',
'value': contact['Name'],
'destination_id': contact['ContactID'],
'detail': detail
})
DestinationAttribute.bulk_create_or_update_destination_attributes(
contact_attributes, 'CONTACT', self.workspace_id, True)
return []
def sync_classes(self):
"""
Get classes
"""
classes = self.connection.classes.get()
class_attributes = []
for qbo_class in classes:
class_attributes.append({
'attribute_type': 'CLASS',
'display_name': 'class',
'value': qbo_class['Name'],
'destination_id': qbo_class['Id']
})
DestinationAttribute.bulk_create_or_update_destination_attributes(
class_attributes, 'CLASS', self.workspace_id, True)
return []
def sync_departments(self):
"""
Get departments
"""
departments = self.connection.departments.get()
department_attributes = []
for department in departments:
department_attributes.append({
'attribute_type': 'DEPARTMENT',
'display_name': 'Department',
'value': department['Name'],
'destination_id': department['Id']
})
DestinationAttribute.bulk_create_or_update_destination_attributes(
department_attributes, 'DEPARTMENT', self.workspace_id, True)
return []
def sync_items(self):
"""
Get Items
"""
tenant_mapping = TenantMapping.objects.get(
workspace_id=self.workspace_id)
self.connection.set_tenant_id(tenant_mapping.tenant_id)
items = self.connection.items.get_all()['Items']
item_attributes = []
for item in items:
item_attributes.append({
'attribute_type': 'ITEM',
'display_name': 'Item',
'value': item['Code'],
'destination_id': item['ItemID']
})
DestinationAttribute.bulk_create_or_update_destination_attributes(
item_attributes, 'ITEM', self.workspace_id, True)
return []
def create_contact_destination_attribute(self, contact):
created_contact = DestinationAttribute.create_or_update_destination_attribute(
{
'attribute_type': 'CONTACT',
'display_name': 'Contact',
'value': contact['Name'],
'destination_id': contact['ContactID'],
'detail': {
'email': contact['EmailAddress']
}
}, self.workspace_id)
return created_contact
def create_vendor_destionation_attribute(self, vendor):
created_vendor = DestinationAttribute.create_or_update_destination_attribute(
{
'attribute_type': 'VENDOR',
'display_name': 'vendor',
'value': vendor['DisplayName'],
'destination_id': vendor['Id'],
'detail': {
'email':
vendor['PrimaryEmailAddr']['Address']
if 'PrimaryEmailAddr' in vendor else None
}
}, self.workspace_id)
return created_vendor
def sync_vendors(self):
"""
Get vendors
"""
vendors = self.connection.vendors.get()
vendor_attributes = []
for vendor in vendors:
vendor_attributes.append({
'attribute_type': 'VENDOR',
'display_name': 'vendor',
'value': vendor['DisplayName'],
'destination_id': vendor['Id']
})
account_attributes = DestinationAttribute.bulk_upsert_destination_attributes(
vendor_attributes, self.workspace_id)
return account_attributes
def sync_accounts(self):
"""
Get accounts
"""
accounts = self.connection.accounts.get_all()
account_attributes = []
for account in accounts:
account_attributes.append({
'attribute_type': 'ACCOUNT',
'display_name': 'account',
'value': account['TITLE'],
'destination_id': account['ACCOUNTNO']
})
account_attributes = DestinationAttribute.bulk_upsert_destination_attributes(
account_attributes, self.workspace_id)
return account_attributes
def sync_customers(self):
"""
Get customers
"""
customers = self.connection.customers.get()
customer_attributes = []
for customer in customers:
customer_attributes.append({
'attribute_type': 'CUSTOMER',
'display_name': 'customer',
'value': customer['DisplayName'],
'destination_id': customer['Id']
})
account_attributes = DestinationAttribute.bulk_upsert_destination_attributes(
customer_attributes, self.workspace_id)
return account_attributes
def sync_classes(self):
"""
Get classes
"""
classes = self.connection.classes.get()
class_attributes = []
for qbo_class in classes:
class_attributes.append({
'attribute_type': 'CLASS',
'display_name': 'class',
'value': qbo_class['Name'],
'destination_id': qbo_class['Id']
})
account_attributes = DestinationAttribute.bulk_upsert_destination_attributes(
class_attributes, self.workspace_id)
return account_attributes
def sync_employees(self):
"""
Get employees
"""
employees = self.connection.employees.get()
employee_attributes = []
for employee in employees:
employee_attributes.append({
'attribute_type': 'EMPLOYEE',
'display_name': 'employee',
'value': employee['DisplayName'],
'destination_id': employee['Id']
})
account_attributes = DestinationAttribute.bulk_upsert_destination_attributes(
employee_attributes, self.workspace_id)
return account_attributes
def sync_projects(self):
"""
Get projects
"""
projects = self.connection.projects.get_all()
project_attributes = []
for project in projects:
project_attributes.append({
'attribute_type': 'PROJECT',
'display_name': 'project',
'value': project['NAME'],
'destination_id': project['PROJECTID']
})
account_attributes = DestinationAttribute.bulk_upsert_destination_attributes(
project_attributes, self.workspace_id)
return account_attributes
def sync_expense_types(self):
"""
Get expense types
"""
expense_types = self.connection.expense_types.get_all()
expense_types_attributes = []
for expense_type in expense_types:
expense_types_attributes.append({
'attribute_type': 'EXPENSE_TYPE',
'display_name': 'Expense Types',
'value': expense_type['DESCRIPTION'],
'destination_id': expense_type['ACCOUNTLABEL']
})
account_attributes = DestinationAttribute.bulk_upsert_destination_attributes(
expense_types_attributes, self.workspace_id)
return account_attributes
def sync_departments(self):
"""
Get departments
"""
departments = self.connection.departments.get_all()
department_attributes = []
for department in departments:
department_attributes.append({
'attribute_type': 'DEPARTMENT',
'display_name': 'department',
'value': department['TITLE'],
'destination_id': department['DEPARTMENTID']
})
account_attributes = DestinationAttribute.bulk_upsert_destination_attributes(
department_attributes, self.workspace_id)
return account_attributes
def sync_tenants(self):
"""
sync xero tenants
"""
tenants = self.connection.tenants.get_all()
tenant_attributes = []
for tenant in tenants:
tenant_attributes.append({
'attribute_type': 'TENANT',
'display_name': 'Tenant',
'value': tenant['tenantName'],
'destination_id': tenant['tenantId']
})
tenant_attributes = DestinationAttribute.bulk_create_or_update_destination_attributes(
tenant_attributes, 'TENANT', self.workspace_id, True)
return tenant_attributes
def sync_locations(self):
"""
Get locations
"""
locations = self.connection.locations.get_all()
location_attributes = []
for location in locations:
location_attributes.append({
'attribute_type': 'LOCATION',
'display_name': 'location',
'value': location['NAME'],
'destination_id': location['LOCATIONID']
})
account_attributes = DestinationAttribute.bulk_upsert_destination_attributes(
location_attributes, self.workspace_id)
return account_attributes
def sync_accounts(self, account_type: str):
"""
Get accounts
"""
accounts = self.connection.accounts.get()
accounts = list(
filter(
lambda current_account: current_account['AccountType'] ==
account_type, accounts))
account_attributes = []
if account_type == 'Expense':
attribute_type = 'ACCOUNT'
display_name = 'Account'
elif account_type == 'Credit Card':
attribute_type = 'CREDIT_CARD_ACCOUNT'
display_name = 'Credit Card Account'
elif account_type == 'Bank':
attribute_type = 'BANK_ACCOUNT'
display_name = 'Bank Account'
else:
attribute_type = 'ACCOUNTS_PAYABLE'
display_name = 'Accounts Payable'
for account in accounts:
account_attributes.append({
'attribute_type': attribute_type,
'display_name': display_name,
'value': account['Name'],
'destination_id': account['Id']
})
account_attributes = DestinationAttribute.bulk_upsert_destination_attributes(
account_attributes, self.workspace_id)
return account_attributes
def sync_accounts(self):
"""
Get accounts
"""
accounts = self.connection.accounts.get()
category_sync_version = 'v2'
general_settings = WorkspaceGeneralSettings.objects.filter(
workspace_id=self.workspace_id).first()
if general_settings:
category_sync_version = general_settings.category_sync_version
account_attributes = {
'account': [],
'credit_card_account': [],
'bank_account': [],
'accounts_payable': []
}
for account in accounts:
if account['AccountType'] == 'Expense':
account_attributes['account'].append({
'attribute_type':
'ACCOUNT',
'display_name':
'Account',
'value':
unidecode.unidecode(u'{0}'.format(
account['Name'] if category_sync_version ==
'v1' else account['FullyQualifiedName'])).replace(
'/', '-'),
'destination_id':
account['Id'],
'active':
account['Active'],
'detail': {
'fully_qualified_name': account['FullyQualifiedName']
}
})
elif account['AccountType'] == 'Credit Card':
account_attributes['credit_card_account'].append({
'attribute_type':
'CREDIT_CARD_ACCOUNT',
'display_name':
'Credit Card Account',
'value':
unidecode.unidecode(u'{0}'.format(
account['Name'] if category_sync_version ==
'v1' else account['FullyQualifiedName'])),
'destination_id':
account['Id'],
'active':
account['Active'],
'detail': {
'fully_qualified_name': account['FullyQualifiedName']
}
})
elif account['AccountType'] == 'Bank':
account_attributes['bank_account'].append({
'attribute_type':
'BANK_ACCOUNT',
'display_name':
'Bank Account',
'value':
unidecode.unidecode(u'{0}'.format(
account['Name'] if category_sync_version ==
'v1' else account['FullyQualifiedName'])),
'destination_id':
account['Id'],
'active':
account['Active'],
'detail': {
'fully_qualified_name': account['FullyQualifiedName']
}
})
else:
account_attributes['accounts_payable'].append({
'attribute_type':
'ACCOUNTS_PAYABLE',
'display_name':
'Accounts Payable',
'value':
unidecode.unidecode(u'{0}'.format(
account['Name'] if category_sync_version ==
'v1' else account['FullyQualifiedName'])),
'destination_id':
account['Id'],
'active':
account['Active'],
'detail': {
'fully_qualified_name': account['FullyQualifiedName']
}
})
for attribute_type, attribute in account_attributes.items():
if attribute:
DestinationAttribute.bulk_create_or_update_destination_attributes(
attribute, attribute_type.upper(), self.workspace_id, True)
return []
def sync_accounts(self):
"""
Get accounts
"""
tenant_mapping = TenantMapping.objects.get(
workspace_id=self.workspace_id)
self.connection.set_tenant_id(tenant_mapping.tenant_id)
accounts = self.connection.accounts.get_all()['Accounts']
account_attributes = {'bank_account': [], 'account': []}
for account in accounts:
detail = {
'account_name': account['Name'],
'account_type': account['Type'],
}
if account['Type'] == 'BANK':
account_attributes['bank_account'].append({
'attribute_type':
'BANK_ACCOUNT',
'display_name':
'Bank Account',
'value':
unidecode.unidecode(u'{0}'.format(
account['Name'])).replace('/', '-'),
'destination_id':
account['AccountID'],
'active':
True if account['Status'] == 'ACTIVE' else False,
'detail':
detail
})
elif account['Class'] == 'EXPENSE':
account_attributes['account'].append({
'attribute_type':
'ACCOUNT',
'display_name':
'Account',
'value':
unidecode.unidecode(u'{0}'.format(
account['Name'])).replace('/', '-'),
'destination_id':
account['Code'],
'active':
True if account['Status'] == 'ACTIVE' else False,
'detail':
detail
})
for attribute_type, account_attribute in account_attributes.items():
if account_attribute:
DestinationAttribute.bulk_create_or_update_destination_attributes(
account_attribute, attribute_type.upper(),
self.workspace_id, True)
return []