Quickbooks plugin major new improvements and features by timbze and marcbou #230

timbze · 2021-12-01T21:47:15Z

This was started off of #117, but many improvements were made to it, and additional features.

If there are specific parts of this that should be separate pull requests I can try to separate them sometime.

This seems to be working, but definitely needs some more testing. I may find minor bugs to fix yet over the coming weeks.

Here are the main features in this PR. They mostly come from these issues:

Export Credit Memos. Set the Date to start for Credit Memo export value in the plugin config so that older credits that you have already entered will not export.
Don't generate new items all the time. Re-use the same items.
Make it possible to use Income account name instead of Income account ID in plugin config
Export phone # and email address for new clients.
Cleaner payment exports. Only export 1 transaction per payment.
Export payment method, and optionally "Deposit to" account, to QBO along with the payment
Logs get cleaned out so that only 10,000 rows are kept after file grows to over 1 Mb. This improves plugin interaction speed.
Add better error handling so that network hiccups don't cause individual transactions to fail that easily.
Make it possible to set logging level dynamically from plugin config
update the information.version in manifest.json. Increased major version because credit memos are now exported and the user should add a date from when credit memos should export before running the plugin.
in the plugins/ directory, run php ../pack-plugin.php $YOUR_PLUGIN, where $YOUR_PLUGIN is the directory name of your plugin; this creates the installable package
- if you have a composer.json, this will check it and install the dependencies - if this reports as "outdated", please fix by running composer update in your plugin's directory
- normally, this should finish without errors or warnings
commit the changes made during these steps
in the project root directory, run php validate.php
- I run php generate-json.php > plugins.json, but it still says The "plugins.json" file is not up to date. Run php generate-json.php > plugins.json to update it.
in the project root directory, run bash php-cs-check.sh to check for valid PHP code
- I get PHP needs to be a minimum version of PHP 5.6.0 and maximum version of PHP 7.3.*.. I don't know if this is something I can or should fix

- Implemented automatic Quickbook Income Account number lookup based on Account Name configured by the user. New configuration parameter qbIncomeAccountName replaces qbIncomeAccountNumber. - Implemented clarkraymond's excellent idea of using the type from the UCRM Invoice object (service, product, surcharge, other etc) as the item name for QBO instead of creating thousands of unnecessary items. The QBO item name is generated using a new configuration parameter, "itemNameFormat" which can be typically set to something like "YourWisp %s" or "UCRM %s" to end up with items named "UCRM service", "UCRM product" etc.. - Added preliminary support for Canadian GST (Federal) and Provincial (Quebec) taxes. TaxCodes in the US version of QBO are defined globally for the invoice, whereas in International versions they must be looked up and specified for each item. - Added qbApiDelay with usleep() before each API call to avoid triggering Intuit's throttling limits for APIs. See https://developer.intuit.com/app/developer/qbo/docs/develop/rest-api-features#limits-and-throttles - Improved logging throughout - Added the possibility of cleanly stopping the plugin during operation (or preventing certain phases from running) by creating "stop files" under data/ directory. The files are "stop" (stops everything), "stopclients" (stops clients being exported), "stopinvoices" (stops invoices being exported), and "stoppayments" (stops payments being exported). This is very handy during development/testing too. - Fixed incorrect UCRMID pattern for client matching occasionally causing incorrect/multiple matches: SELECT * FROM Customer WHERE DisplayName LIKE \'%%UCRMID-%d%%\ should be much more robust with LIKE \'%% (UCRMID-%d)%%\ - Changed QBO invoice numbering scheme so that it is based on UCRM Invoice number, a "/" separator and then the internal UCRM invoice ID. This makes it much easier to find/track UCRM invoices in QBO, separately sort them etc..

- Improved payment processing - Log warning for refunds (which are not yet supported)

…e number

…sage)

mshaw101 · 2022-01-11T06:40:24Z

Do you know when this update would go live in UCRM?

timbze · 2022-01-11T15:36:43Z

Do you know when this update would go live in UCRM?

@keksa @drlikm @janprochazkacz

timbze · 2022-01-11T15:40:21Z

This seems to be working, but definitely needs some more testing. I may find minor bugs to fix yet over the coming weeks.

Has been in production for close to a month now and working great. One additional improvement needed that I've made an issue for.

keksa

Hello @timbze, thank you for the PR!

I don't have much time now, so I just skimmed through the code and commented on some minor issues I've noticed.

I'll review the code properly when I've got some time and we'll do some testing, but so far it looks good.

keksa · 2022-01-11T15:47:36Z

plugins/quickbooks-online/src/src/Facade/QuickBooksFacade.php

+    private function getItems($items, int $qbIncomeAccountId, bool $negateQty, DataService $dataService, PluginData $pluginData): array {
+        $lines = [];
+        foreach ($items as $item) {
+            $qbItem = $this->itemCache[$item['label']];


this will throw an undefined index error if the item doesn't exist in cache, you can use null coalesce operator to handle it

Suggested change

$qbItem = $this->itemCache[$item['label']];

$qbItem = $this->itemCache[$item['label']] ?? false;

I'm using the code without issue. I thought what I found with PHP (didn't have experience in PHP before) was that checking if (! $qbItem) like I did in L668 returns false if it's null or if it's false. I thought this type of check was used constantly for null throughout the file.

But I could still change it if you want me to

Sorry, not an error, just a notice, I'm too used to our base code converting even notices to errors. :) However even if it works, it's still bad practice.

You can check this example code over at https://3v4l.org/I0uOJ

<?php $itemCache = []; $qbItem = $itemCache['foo']; if (! $qbItem) { var_dump('foo works, but shows notice'); } $qbItem = $itemCache['bar'] ?? false; if (! $qbItem) { var_dump('bar works and no notice'); } $qbItem = array_key_exists('foobar', $itemCache) ? $itemCache['foobar'] : false; if (! $qbItem) { var_dump('foobar works and no notice'); } $qbItem = isset($itemCache['foo2']) ? $itemCache['foo2'] : false; if (! $qbItem) { var_dump('foo2 works and no notice, but hides falsey values too, see foo3'); } $itemCache = ['foo3' => 0]; $qbItem = isset($itemCache['foo3']) ? $itemCache['foo3'] : false; if (! $qbItem) { var_dump('foo3 has no notice, but hides falsey values'); }

keksa · 2022-01-11T15:52:45Z

plugins/quickbooks-online/README.md

 - Remove entity from QB when the related entity is deleted in UCRM.

 ## Changelog
+### 1.1.5 (2021-12-01)


Probably should be "2.0.0", same as in the manifest.

Suggested change

### 1.1.5 (2021-12-01)

### 2.0.0 (2021-12-01)

keksa · 2022-01-11T15:55:12Z

plugins/quickbooks-online/src/src/Facade/QuickBooksFacade.php

+        return [$lineArray, $additionalUnapplied, $totalApplied];
+    }
+
+    private $itemCache = [];


Please put class variables to the beginning of file, don't declare new variables in the middle of methods. If you want to have variables near the methods using them, it's usually a good idea to extract the variables and the method to a new class, it even makes the code more readable.

JonnyTrexler · 2022-07-07T15:58:11Z

I'm very close to getting this to work but I'm having trouble finding the income account id in QuickBooks online. Where do you find the income account id?

timbze · 2022-07-07T16:09:57Z

I'm very close to getting this to work but I'm having trouble finding the income account id in QuickBooks online. Where do you find the income account id?

The id can not be seen in QB online as far as I know. While you set up the plugin it prints all the accounts with ID in the log. In this PR I have also made it possible to simply use the account name instead of ID.

JonnyTrexler · 2022-07-07T17:04:01Z

Thank you for the reply. I guess I'm just confused about what to put for either the income account id or the income account name. Is it the company name from quickbooks? Or the name of bank account where the payments are going to? Sorry for the dumb questions I'm just trying to automate sending invoices from UISP CRM to quickbooks online. I appreciate your help.

timbze · 2022-07-07T17:10:49Z

Thank you for the reply. I guess I'm just confused about what to put for either the income account id or the income account name. Is it the company name from quickbooks? Or the name of bank account where the payments are going to? Sorry for the dumb questions I'm just trying to automate sending invoices from UISP CRM to quickbooks online. I appreciate your help.

If you use the "Income account name" you would need to use "Design income" in this screenshot (from chart of accounts)

JonnyTrexler · 2022-07-07T19:21:02Z

This is what happens whenever I execute the plugin. I am currently testing in a QuickBooks sandbox

timbze · 2022-07-07T19:40:17Z

This is what happens whenever I execute the plugin. I am currently testing in a QuickBooks sandbox

Did you follow these instructions? It looks like the app has not been properly authorized with QB yet

JonnyTrexler · 2022-07-07T19:48:01Z

I followed the instructions. This is the error that happens when it tries to export

timbze · 2022-07-07T20:09:01Z

I followed the instructions. This is the error that happens when it tries to export

Are your app keys from the "Production Settings" section? I see you've set your plugin to use "Production" (according to first screenshot). You'll need to set that to "Development" if you took the development settings keys.

JonnyTrexler · 2022-07-08T15:39:06Z

I managed to get some of the invoices to export, but it only did 6 of around 200. Whenever I execute the plugin the cli process starts but then immediately ends. I've tried changing the start dates around but no luck. Any advice?

timbze · 2023-12-04T21:07:11Z

I have now updated dependencies and made sure this works with UISP 2.3.57 (lastest as of now)

Marc Boucher and others added 30 commits November 3, 2021 05:40

- Added support for percent-based invoice discounts.

7a0e2ca

- Improved payment processing - Log warning for refunds (which are not yet supported)

GitIgnore update for Jetbrains

7c8e7db

Marcbou improvements [Merge]

cfe1a71

Put back QB income account number field

fac0be6

Change delay for api limits to only run when needed and not constantly

d7eac76

More improvements to Marcbou

3e12a16

Fix bug with endless loop. Improve logging

b678885

Add ucrm-plugin-sdk requirement

7d505ae

Add payment note as ref number #6

53f0949

Update qb zip

46248d5

Increment version 1.1.4

3ede562

Bugfix nullable itemNameFormat

63886fa

Fix applying payments for invoices that only had invoice id in invoic…

cf931f7

…e number

Add option to change last exported invoice and payment id (advanced u…

58c677c

…sage)

Save payment id and note in QB

f98305d

Restructure payments to only export as 1. Fixes #5

58fee20

Minor improvements to payment export

5771a4a

Save email and phone # to QB for new clients. Fixes #3

01b6c24

Set payment method in QB #6

2a000c0

Enable dynamic log level

cbba8ff

Simplify dataService query and Add calls

fce403b

Make it possible to set up "deposit to" for payment methods #6

51af3a7

Cache depositTo ids between payment exports #6

5b235e7

Logging improvements

6c2b4eb

Fix QB payment method save

2c18da5

Fix QB payment deposit to

a047a14

Version 1.1.5

0894881

Fix manifest descriptions

51976b7

Fix sleep wait

e2f273f

timbze force-pushed the new_features_timbze_and_marcbou branch from b5dfb57 to 1ddeef1 Compare December 2, 2021 14:16

Check if credit exists in QBO before exporting

6d54f41

timbze force-pushed the new_features_timbze_and_marcbou branch from 1ddeef1 to 8207c87 Compare December 2, 2021 14:22

Remove unnecessary json decode/re-encode

1851a5c

timbze force-pushed the new_features_timbze_and_marcbou branch from 8207c87 to 0f7c93c Compare December 2, 2021 14:42

timbze added 2 commits December 3, 2021 14:19

Fix payment method entry saving to Payment

f19019d

Update version to 2.0.0

73196d1

timbze force-pushed the new_features_timbze_and_marcbou branch from 0f7c93c to 73196d1 Compare December 3, 2021 20:19

timbze mentioned this pull request Dec 9, 2021

Quickbooks plugin import breaks with invoice present #173

Open

keksa requested changes Jan 11, 2022

View reviewed changes

timbze added 4 commits May 18, 2022 15:21

Fix README changelog version to be consistent with manifest

0d9b6eb

Move class variables to beginning of file

da55ddd

When getting array value return false if there is no data

4ef62ad

Merge branch 'master' into new_features_timbze_and_marcbou

55d7756

timbze mentioned this pull request May 25, 2022

QuickBooks Online Plugin - Please see this UI community post for various improvement suggestions #232

Open

timbze requested a review from keksa July 7, 2022 17:12

Update QB plugin for UISP 2.3.57, update version to 2.1.0

3a08bdc

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Quickbooks plugin major new improvements and features by timbze and marcbou #230

Quickbooks plugin major new improvements and features by timbze and marcbou #230

timbze commented Dec 1, 2021 •

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timbze commented Dec 4, 2023

	$qbItem = $this->itemCache[$item['label']];
	$qbItem = $this->itemCache[$item['label']] ?? false;

Quickbooks plugin major new improvements and features by timbze and marcbou #230

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Quickbooks plugin major new improvements and features by timbze and marcbou #230

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