def test_create(self): deposit = Deposit() account = Account.filter(AccountType="Bank", max_results=2, qb=self.qb_client) account_ref = account[0].to_ref() deposit_to_account_ref = account[1].to_ref() deposit_line_detail = DepositLineDetail() deposit_line_detail.AccountRef = account_ref line = DepositLine() line.Amount = 20.00 line.DetailType = "DepositLineDetail" line.DepositLineDetail = deposit_line_detail deposit.DepositToAccountRef = deposit_to_account_ref deposit.Line.append(line) deposit.save(qb=self.qb_client) query_deposit = Deposit.get(deposit.Id, qb=self.qb_client) self.assertEqual(deposit.Id, query_deposit.Id)
def purchase(vendor, account, amount, client, description=None): purchase_acct = Account.filter(AccountType='Accounts Payable', AccountSubType='Accounts Payable', qb=client) if len(purchase_acct) == 0: purchase_acct = create_purchase_account(client) else: purchase_acct = purchase_acct[0] purchase = Purchase().from_json({ "PaymentType": "Check", "AccountRef": { "value": account.Id }, "EntityRef": { "type": "Vendor", "value": vendor.Id }, "PrivateNote": description, "Line": [{ "DetailType": "AccountBasedExpenseLineDetail", "Amount": amount, "AccountBasedExpenseLineDetail": { "AccountRef": { "value": purchase_acct.Id } } }] }) return purchase.save(qb=client)
def test_update(self): account = Account.filter(Name=self.name, qb=self.qb_client)[0] account.Name = "Updated Name {0}".format(self.account_number) account.save(qb=self.qb_client) query_account = Account.get(account.Id, qb=self.qb_client) self.assertEqual(query_account.Name, "Updated Name {0}".format(self.account_number))
def test_update(self): account = Account.filter(Name=self.name, qb=self.qb_client)[0] account.Name = "Updated Name {0}".format(self.account_number) account.save(qb=self.qb_client) query_account = Account.get(account.Id, qb=self.qb_client) self.assertEquals(query_account.Name, "Updated Name {0}".format(self.account_number))
def test_update(self): account = Account.filter(Name=self.name)[0] account.Name = "Updated Name {0}".format(self.account_number) account.save() query_account = Account.get(account.Id) self.assertEquals(query_account.Name, "Updated Name {0}".format(self.account_number))
def do_payment(event, context): data = json.loads(event['Records'][0]['body']) amount = data['amount'] user = data['user'] company = data['company'] client = get_qbo_client(user, company) account = Account.filter(Name='Left Coast Financial', qb=client)[0] customer = create_customer(user, company, data['from']) payment(customer, account, amount, client, data['description']) return {'statusCode': 200}
def do_purchase(event, context): data = json.loads(event['Records'][0]['body']) #bill = create_bill(vendor[0], account[0], data['amount'], client) amount = float(data['amount']) user = data['user'] client = get_qbo_client(user, data['company']) account = Account.filter(Name='Left Coast Financial', qb=client)[0] vendor = create_vendor(user, data['company'], data['to']) #pay_bill(bill, vendor[0], account[0], amount, client) purchase(vendor, account, amount, client, data['description']) return {'statusCode': 200}
def create_equity_account(name, client): logger.info("Creating equity account") account = Account.filter(Active=True, AccountType="Equity", AccountSubType="OpeningBalanceEquity", qb=client) if len(account) == 0: account = Account() account.Name = name account.AccountType = "Equity" account.AccountSubType = "OpeningBalanceEquity" try: account.save(qb=client) except QuickbooksException: account = Account.filter(AccountType="Equity", AccountSubType="OpeningBalanceEquity", qb=client) return account[0] return account.save(qb=client) else: return account[0]
def qbo_create_item(soi): client = create_qbc() item = Item() print(soi.title) print(soi.price) item.Name = soi.title item.UnitPrice = soi.price item.Type = "Service" item.Sku = soi.sku account = Account.filter(Active=True, Name="Sales", qb=client) account_ref = Account.get(account[0].Id, qb=client).to_ref() item.IncomeAccountRef = account_ref item.save(qb=client) return item.Id
def get_account(name, user, company, client): account = Account.filter(Active=True, Name=name, qb=client) if len(account) == 0: return None else: return account[0]
def post_deposit(amount, tax, btcp_id): # post deposit to QBO if tax is None: tax = float(0) refresh_stored_tokens() qb = fetch('qbclient') # check if BTCPay income acct is already in QBO income_acct_list = Account.filter(Name="BTCPay Sales", qb=qb) try: # if income acct exits, grab it income_acct = income_acct_list[0] except IndexError: # if income acct is not in QBO, create it new_acct = Account() new_acct.Name = "BTCPay Sales" new_acct.AccountSubType = "OtherPrimaryIncome" new_acct.save(qb=qb) # set newly created acct as income acct income_acct_list = Account.filter(Name="BTCPay Sales", qb=qb) income_acct = income_acct_list[0] # check if BTCPay Sales Tax acct is already in QBO sales_tax_acct_list = Account.filter(Name="Sales Tax from BTCPay", qb=qb) try: # if sales tax liability acct exits, grab it sales_tax_acct = sales_tax_acct_list[0] except IndexError: # if sales tax acct is not in QBO, create it new_acct = Account() new_acct.Name = "Sales Tax from BTCPay" new_acct.AccountSubType = "OtherCurrentLiabilities" new_acct.save(qb=qb) # set newly created acct as sales tax account sales_tax_acct_list = Account.filter(Name="Sales Tax from BTCPay", qb=qb) sales_tax_acct = sales_tax_acct_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] # create deposit description = 'BTCPay: ' + btcp_id income_acct_ref = Ref() income_acct_ref.value = income_acct.Id detail = DepositLineDetail() detail.AccountRef = income_acct_ref line = DepositLine() line.DepositLineDetail = detail deposit_account_ref = Ref() deposit_account_ref.value = deposit_acct.Id line.Amount = amount - tax line.Description = description # create sales tax line sales_tax_acct_ref = Ref() sales_tax_acct_ref.value = sales_tax_acct.Id line2 = DepositLine() detail2 = DepositLineDetail() detail2.AccountRef = sales_tax_acct_ref line2.DepositLineDetail = detail2 line2.Description = description line2.Amount = tax deposit = Deposit() deposit.Line.append(line) deposit.Line.append(line2) deposit.DepositToAccountRef = deposit_account_ref deposit.save(qb=qb) # save payment to temp redis store to fliter duplicates app.redis.set(btcp_id, 'deposit', ex=21600) return 'Deposit Made: ' + str(deposit)
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)