def test_create(self):
invoice = Invoice()
line = SaleItemLine()
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_create(self):
customer = Customer.all(max_results=1)[0]
item = Item.all(max_results=1)[0]
credit_memo = CreditMemo()
credit_memo.CustomerRef = customer.to_ref()
detail_line = CreditMemoLine()
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()
query_credit_memo = CreditMemo.get(credit_memo.Id)
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):
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 = SaleItemLine()
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_update(self):
customer = Customer.all(max_results=1, qb=self.qb_client)[0]
unique_name = datetime.now().strftime('%d%H%M%S')
customer.GivenName = unique_name
customer.save(qb=self.qb_client)
query_account = Customer.get(customer.Id, qb=self.qb_client)
self.assertEqual(query_account.GivenName, unique_name)
def test_update(self):
customer = Customer.all(max_results=1, qb=self.qb_client)[0]
unique_name = datetime.now().strftime('%d%H%M%S')
customer.GivenName = unique_name
customer.save(qb=self.qb_client)
query_account = Customer.get(customer.Id, qb=self.qb_client)
self.assertEqual(query_account.GivenName, unique_name)
def setUp(self):
self.qb_client = QuickBooks(
sandbox=True,
consumer_key=os.environ.get('CONSUMER_KEY'),
consumer_secret=os.environ.get('CONSUMER_SECRET'),
access_token=os.environ.get('ACCESS_TOKEN'),
access_token_secret=os.environ.get('ACCESS_TOKEN_SECRET'),
company_id=os.environ.get('COMPANY_ID')
)
self.customer = Customer.all(max_results=1, qb=self.qb_client)[0]
def test_create(self):
customer = Customer.all(max_results=1, qb=self.qb_client)[0]
taxcode = TaxCode.all(max_results=1, qb=self.qb_client)[0]
item = Item.filter(Type='Inventory', max_results=1,
qb=self.qb_client)[0]
vendor = Vendor.all(max_results=1, qb=self.qb_client)[0]
account = Account.all(max_results=1, qb=self.qb_client)[0]
purchaseorder = PurchaseOrder()
detail_line = ItemBasedExpenseLine()
detail_line.Amount = 100
detail_line.ItemBasedExpenseLineDetail = ItemBasedExpenseLineDetail()
detail_line.ItemBasedExpenseLineDetail.BillableStatus = "NotBillable"
detail_line.ItemBasedExpenseLineDetail.UnitPrice = 100
detail_line.ItemBasedExpenseLineDetail.Qty = 1
detail_line.ItemBasedExpenseLineDetail.CustomerRef = customer.to_ref()
detail_line.ItemBasedExpenseLineDetail.TaxCodeRef = taxcode.to_ref()
detail_line.ItemBasedExpenseLineDetail.ItemRef = item.to_ref()
purchaseorder.Line.append(detail_line)
purchaseorder.VendorRef = vendor.to_ref()
purchaseorder.APAccountRef = account.to_ref()
purchaseorder.TotalAmt = 100
#print purchaseorder.to_json()
purchaseorder.save(qb=self.qb_client)
query_purchaseorder = PurchaseOrder.get(purchaseorder.Id,
qb=self.qb_client)
self.assertEqual(query_purchaseorder.VendorRef.value, vendor.Id)
self.assertEqual(query_purchaseorder.APAccountRef.value, account.Id)
self.assertEqual(query_purchaseorder.TotalAmt, 100)
query_detail_line = query_purchaseorder.Line[0]
self.assertEqual(query_detail_line.Amount, 100)
self.assertEqual(
query_detail_line.ItemBasedExpenseLineDetail.UnitPrice, 100)
self.assertEqual(query_detail_line.ItemBasedExpenseLineDetail.Qty, 1)
self.assertEqual(
query_detail_line.ItemBasedExpenseLineDetail.CustomerRef.value,
customer.Id)
self.assertEqual(
query_detail_line.ItemBasedExpenseLineDetail.TaxCodeRef.value,
taxcode.Name)
self.assertEqual(
query_detail_line.ItemBasedExpenseLineDetail.ItemRef.value,
item.Id)
def importUsersFromQuickbooks(request):
client = get_qb_client()
customers = Customer.all(qb=client)
for customer in customers:
if customer.PrimaryEmailAddr:
emails = customer.PrimaryEmailAddr.Address
if ',' in emails:
for email in emails.split(","):
if email:
email = email.strip()
else:
continue
if not User.objects.filter(email=email).exists():
password = User.objects.make_random_password(length=8,
allowed_chars='abcdefghjkmnpqrstuvwxyzABCDEFGHJKLMNPQRSTUVWXYZ23456789')
created = User.objects.create_user(
first_name=customer.GivenName,
last_name=customer.FamilyName,
email=email,
qb_customer_id=customer.Id,
)
# TODO: Email raw password to the user on account creation
# so they can change it themselves.
created.set_password(password)
created.save()
else:
email = emails
if not User.objects.filter(email=email).exists():
password = User.objects.make_random_password(length=8,
allowed_chars='abcdefghjkmnpqrstuvwxyzABCDEFGHJKLMNPQRSTUVWXYZ23456789')
created = User.objects.create_user(
first_name=customer.GivenName,
last_name=customer.FamilyName,
email=email,
qb_customer_id=customer.Id,
)
# TODO: Email raw password to the user on account creation
# so they can change it themselves.
created.set_password(password)
created.save()
else:
continue
return render(request, 'management.html')
def qbo_callback():
# https://github.com/sidecars/python-quickbooks
from quickbooks import Oauth2SessionManager
from quickbooks import QuickBooks
error = request.args.get('error', '')
if error:
return "Error: " + error
state = request.args.get('state', '')
if not is_valid_state(state):
# Uh-oh, this request wasn't started by us!
abort(403)
authorization_code = request.args.get('code')
realm_id = request.args.get('realmId')
session_manager = Oauth2SessionManager(
client_id=CLIENT_ID,
client_secret=CLIENT_SECRET,
base_url='http://localhost:8000/qbo_callback',
)
session_manager.get_access_tokens(authorization_code)
access_token = session_manager.access_token
session_manager = Oauth2SessionManager(
client_id=realm_id,
client_secret=CLIENT_SECRET,
access_token=access_token,
)
client = QuickBooks(
sandbox=True,
session_manager=session_manager,
company_id=realm_id
)
from quickbooks.objects.customer import Customer
customers = Customer.all(qb=client)
import_googlesheets(customers)
client.disconnect_account()
# Note: In most cases, you'll want to store the access token, in, say,
# a session for use in other parts of your web app.
return "Your qbo authorization_code is %s realm_id is: %s customers: %s" % (authorization_code, realm_id, customers)
def test_create(self):
customer = Customer.all(max_results=1, qb=self.qb_client)[0]
taxcode = TaxCode.all(max_results=1, qb=self.qb_client)[0]
item = Item.filter(Type='Inventory', max_results=1, qb=self.qb_client)[0]
vendor = Vendor.all(max_results=1, qb=self.qb_client)[0]
account = Account.all(max_results=1, qb=self.qb_client)[0]
purchaseorder = PurchaseOrder()
detail_line = ItemBasedExpenseLine()
detail_line.Amount = 100
detail_line.ItemBasedExpenseLineDetail = ItemBasedExpenseLineDetail()
detail_line.ItemBasedExpenseLineDetail.BillableStatus = "NotBillable"
detail_line.ItemBasedExpenseLineDetail.UnitPrice = 100
detail_line.ItemBasedExpenseLineDetail.Qty = 1
detail_line.ItemBasedExpenseLineDetail.CustomerRef = customer.to_ref()
detail_line.ItemBasedExpenseLineDetail.TaxCodeRef = taxcode.to_ref()
detail_line.ItemBasedExpenseLineDetail.ItemRef = item.to_ref()
purchaseorder.Line.append(detail_line)
purchaseorder.VendorRef = vendor.to_ref()
purchaseorder.APAccountRef = account.to_ref()
purchaseorder.TotalAmt = 100
print purchaseorder.to_json()
purchaseorder.save(qb=self.qb_client)
query_purchaseorder = PurchaseOrder.get(purchaseorder.Id, qb=self.qb_client)
self.assertEquals(query_purchaseorder.VendorRef.value, vendor.Id)
self.assertEquals(query_purchaseorder.APAccountRef.value, account.Id)
self.assertEquals(query_purchaseorder.TotalAmt, 100)
query_detail_line = query_purchaseorder.Line[0]
self.assertEquals(query_detail_line.Amount, 100)
self.assertEquals(query_detail_line.ItemBasedExpenseLineDetail.UnitPrice, 100)
self.assertEquals(query_detail_line.ItemBasedExpenseLineDetail.Qty, 1)
self.assertEquals(query_detail_line.ItemBasedExpenseLineDetail.CustomerRef.value, customer.Id)
self.assertEquals(query_detail_line.ItemBasedExpenseLineDetail.TaxCodeRef.value, taxcode.Name)
self.assertEquals(query_detail_line.ItemBasedExpenseLineDetail.ItemRef.value, item.Id)
def handle(self, *args, **options):
live = options.get("live", False)
print(f"This is LIVE: ", live)
Invoice.objects.all().delete()
client = get_quickbooks_client()
customers = Customer.all(qb=client, max_results=1000)
for customer in customers:
chapter_name = customer.CompanyName
if not chapter_name or not hasattr(customer, "CustomerTypeRef"):
continue
customer_type = customer.CustomerTypeRef["value"]
if customer_type == "7300000000000214210":
# This is a chapter
if "Chapter" in chapter_name:
chapter_name = customer.CompanyName.split(" Chapter")[0]
elif customer_type == "7300000000000214211":
# This is a candidate chapter
# Candidate Chapter is normally in the name
pass
elif customer_type == "7300000000000220483":
# This is a natoff
continue
elif customer_type == "7300000000000247061":
# This is other
continue
else:
# Maybe not chapter/candidate chapter, but other?
continue
print(f"Syncing: ", chapter_name)
try:
chapter = Chapter.objects.get(name=chapter_name)
except Chapter.DoesNotExist:
print(f" Chapter matching {chapter_name} does not exist")
continue
balance = customer.Balance
print(" New balance: ", balance)
if live:
chapter.balance = balance
chapter.balance_date = timezone.now()
chapter.save()
# Total emails are limited to 100 characters, need to be strategic
# [regent, scribe, vice, treasurer]
council_emails = chapter.get_current_officers_council_specific()
# [email_regent, email_scribe, email_vice_regent, email_treasurer, email_corresponding_secretary, email,
generic_emails = chapter.get_generic_chapter_emails()
emails = [
# Tresurer
council_emails[3],
generic_emails[3],
# Generic
generic_emails[5],
# Regent
council_emails[0],
generic_emails[0],
# Vice
council_emails[2],
generic_emails[2],
# Scribe
council_emails[1],
generic_emails[1],
# Corsec
generic_emails[4],
]
emails = [email for email in emails if email]
if not emails:
print(" NO EMAILS")
email_str = ""
for email in emails:
if not isinstance(email, str):
email = email.email
if not email:
continue
if (len(email_str + email) +
1) < 100 and email not in email_str:
email_str = email_str + email + ","
else:
break
email_str = email_str[:-1]
print(" Current Email: ", customer.PrimaryEmailAddr.Address)
if customer.PrimaryEmailAddr.Address != email_str:
print(" New Email: ", email_str)
if live:
customer.PrimaryEmailAddr.Address = email_str
customer.save(qb=client)
else:
print(" No new emails")
if not balance > 0:
continue
invoices = QBInvoice.query(
select=
f"select * from Invoice where balance > '0' AND CustomerRef = '{customer.Id}'",
qb=client,
)
for invoice_res in invoices:
invoice = QBInvoice.get(invoice_res.Id, qb=client)
Invoice(
link=invoice.InvoiceLink,
due_date=invoice.DueDate,
central_id=invoice.DocNumber,
description="<br>".join([
f"{line.Description}; Line Amount: {line.Amount} <br>"
for line in invoice.Line
if line.DetailType == "SalesItemLineDetail"
]),
total=invoice.Balance,
chapter=chapter,
).save()
# Your app needs an OAuth 2.0 Access Token to access QuickBooks Online data. The OAuth 2.0 playground is the easiest way to get your access token.
# https://developer.intuit.com/app/developer/playground
# CAN GET THE AUTH TOKEN FOR EITHER SANDBOX OR PRODUCTION APP!!!
# ALSO, this test API page lets you try things out...
# https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/account
# https://developer.intuit.com/app/developer/qbo/docs/get-started
# By now, you have your Client ID, Client Secret, and OAuth access token. Next, you can try making an API call. In the snippet below:
from quickbooks import QuickBooks
client = QuickBooks(
auth_client=auth_client,
refresh_token=oauth2_token_from_auth['refreshToken'], #'REFRESH_TOKEN',
company_id=realm_id, #'COMPANY_ID',
# minorversion=4
)
from quickbooks.objects.customer import Customer
customers = Customer.all(qb=client)
# Note: The maximum number of entities that can be returned in a response is 1000. If the result size is not specified, the default number is 100. (See Intuit developer guide for details)
print("####################\nShow CUSTOMER NAMES\n####################")
for (cnt, a) in enumerate(customers):
print(cnt, a.DisplayName)
from quickbooks.objects.account import Account
accounts = Account.all(qb=client)
print("####################\nShow ACCOUNT NAMES\n####################")
for (cnt, a) in enumerate(accounts):
print(cnt, a.Name)
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)
