def test_create(self):
customer = Customer.all(max_results=1, qb=self.qb_client)[0]
item = Item.all(max_results=1, qb=self.qb_client)[0]
credit_memo = CreditMemo()
credit_memo.CustomerRef = customer.to_ref()
detail_line = SalesItemLine()
detail_line.LineNum = 1
detail_line.Description = "Test Description"
detail_line.Amount = 100
detail_line.DetailType = "SalesItemLineDetail"
detail_line.SalesItemLineDetail = SalesItemLineDetail()
detail_line.SalesItemLineDetail.ItemRef = item.to_ref()
credit_memo.Line.append(detail_line)
credit_memo.save(qb=self.qb_client)
query_credit_memo = CreditMemo.get(credit_memo.Id, qb=self.qb_client)
self.assertEqual(credit_memo.Id, query_credit_memo.Id)
self.assertEqual(query_credit_memo.CustomerRef.value, customer.Id)
line = query_credit_memo.Line[0]
self.assertEqual(line.LineNum, 1)
self.assertEqual(line.Description, "Test Description")
self.assertEqual(line.Amount, 100)
self.assertEqual(line.DetailType, "SalesItemLineDetail")
self.assertEqual(line.SalesItemLineDetail.ItemRef.value, item.Id)
def create_line(item_count,
linenumber_count,
name=None,
minimum=None,
client=None):
today = datetime.datetime.today().strftime("%Y/%m/%d")
if client is None:
client = get_quickbooks_client()
line = SalesItemLine()
line.LineNum = linenumber_count
item = Item.filter(name=name, qb=client)[0]
line.Description = item.Description
total = item_count * item.UnitPrice
unit = item.UnitPrice
if minimum is not None:
total = max(minimum, total)
if total == minimum:
# API requires that UnitPrice * Qty == Amount Error 6070
item_count = 1
unit = total
line.Description = "AT MINIMUM;\n" + line.Description
line.Amount = total
line.SalesItemLineDetail = SalesItemLineDetail()
line.SalesItemLineDetail.ItemRef = item.to_ref()
line.SalesItemLineDetail.Qty = item_count
line.SalesItemLineDetail.ServiceDate = today
line.SalesItemLineDetail.UnitPrice = unit
return line
def create_qb_invoice(self, qb_client):
invoice = QuickBooksInvoice()
line = SalesItemLine()
line.LineNum = 1
line.Description = self.description
line.Amount = self.amount
# line.ServiceDate = qb_date_format(datetime.date(2019, 1, 1))
line.SalesItemLineDetail = SalesItemLineDetail()
line.SalesItemLineDetail.Qty = 1
line.SalesItemLineDetail.UnitPrice = self.amount
item = Item.choose(["MF"], field="SKU", qb=qb_client)[0]
line.SalesItemLineDetail.ItemRef = item.to_ref()
invoice.Line.append(line)
customer = Customer.get(self.organization.qbo_id, qb=qb_client)
invoice.CustomerRef = customer.to_ref()
# term = Term.choose(['Net 30'], field='Name', qb=qb_client)[0]
# invoice.SalesTermRef = term
# invoice.TotalAmt = self.amount
invoice.save(qb=qb_client)
print(invoice.Id)
def test_create(self):
customer = Customer.all(max_results=1, qb=self.qb_client)[0]
item = Item.all(max_results=1, qb=self.qb_client)[0]
credit_memo = CreditMemo()
credit_memo.CustomerRef = customer.to_ref()
detail_line = SalesItemLine()
detail_line.LineNum = 1
detail_line.Description = "Test Description"
detail_line.Amount = 100
detail_line.DetailType = "SalesItemLineDetail"
detail_line.SalesItemLineDetail = SalesItemLineDetail()
detail_line.SalesItemLineDetail.ItemRef = item.to_ref()
credit_memo.Line.append(detail_line)
credit_memo.save(qb=self.qb_client)
query_credit_memo = CreditMemo.get(credit_memo.Id, qb=self.qb_client)
self.assertEquals(credit_memo.Id, query_credit_memo.Id)
self.assertEquals(query_credit_memo.CustomerRef.value, customer.Id)
line = query_credit_memo.Line[0]
self.assertEquals(line.LineNum, 1)
self.assertEquals(line.Description, "Test Description")
self.assertEquals(line.Amount, 100)
self.assertEquals(line.DetailType, "SalesItemLineDetail")
self.assertEquals(line.SalesItemLineDetail.ItemRef.value, item.Id)
def test_create(self):
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)
query_invoice = Invoice.get(invoice.Id, qb=self.qb_client)
self.assertEquals(query_invoice.CustomerRef.name, customer.DisplayName)
self.assertEquals(query_invoice.CustomerMemo.value, "Customer Memo")
self.assertEquals(query_invoice.Line[0].Description, "description")
self.assertEquals(query_invoice.Line[0].Amount, 100.0)
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 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)
def test_init(self):
line = SalesItemLine()
self.assertEqual(line.DetailType, "SalesItemLineDetail")
self.assertEqual(line.SalesItemLineDetail, None)
