IO-256 Export payments with no matching invoice & export cust data.

client/src/components/jobs-detail-header-actions/jobs-detail-header-actions.exportcustdata.component.jsx

@@ -21,47 +21,61 @@ export function JobsDetailHeaderActionexportCustomerData({
 
   const handleExportCustData = async (e) => {
     logImEXEvent("job_export_cust_data");
-    let QbXmlResponse;
-    try {
-      QbXmlResponse = await axios.post(
-        "/accounting/qbxml/receivables",
-        { jobIds: [job.id], custDataOnly: true },
-        {
-          headers: {
-            Authorization: `Bearer ${await auth.currentUser.getIdToken()}`,
-          },
-        }
-      );
-      console.log("handle -> XML", QbXmlResponse);
-    } catch (error) {
-      console.log("Error getting QBXML from Server.", error);
-      notification["error"]({
-        message: t("jobs.errors.exporting", {
-          error: "Unable to retrieve QBXML. " + JSON.stringify(error.message),
-        }),
-      });
-
-      return;
-    }
-
     let PartnerResponse;
-    try {
+    if (bodyshop.accountingconfig && bodyshop.accountingconfig.qbo) {
       PartnerResponse = await axios.post(
-        "http://localhost:1337/qb/",
-        QbXmlResponse.data,
+        `/qbo/receivables`,
         {
-          headers: {
-            Authorization: `Bearer ${await auth.currentUser.getIdToken()}`,
-          },
-        }
+          jobIds: [job.id],
+          custDataOnly: true,
+        },
+        { withCredentials: true }
       );
-    } catch (error) {
-      console.log("Error connecting to quickbooks or partner.", error);
-      notification["error"]({
-        message: t("jobs.errors.exporting-partner"),
-      });
+    } else {
+      //Default is QBD
 
-      return;
+      let QbXmlResponse;
+      try {
+        QbXmlResponse = await axios.post(
+          "/accounting/qbxml/receivables",
+          { jobIds: [job.id], custDataOnly: true },
+          {
+            headers: {
+              Authorization: `Bearer ${await auth.currentUser.getIdToken()}`,
+            },
+          }
+        );
+        console.log("handle -> XML", QbXmlResponse);
+      } catch (error) {
+        console.log("Error getting QBXML from Server.", error);
+        notification["error"]({
+          message: t("jobs.errors.exporting", {
+            error: "Unable to retrieve QBXML. " + JSON.stringify(error.message),
+          }),
+        });
+
+        return;
+      }
+
+      //let PartnerResponse;
+      try {
+        PartnerResponse = await axios.post(
+          "http://localhost:1337/qb/",
+          QbXmlResponse.data,
+          {
+            headers: {
+              Authorization: `Bearer ${await auth.currentUser.getIdToken()}`,
+            },
+          }
+        );
+      } catch (error) {
+        console.log("Error connecting to quickbooks or partner.", error);
+        notification["error"]({
+          message: t("jobs.errors.exporting-partner"),
+        });
+
+        return;
+      }
     }
     //Check to see if any of them failed. If they didn't don't execute the update.
     const failedTransactions = PartnerResponse.data.filter((r) => !r.success);

server/accounting/qbo/qbo-payments.js

@@ -75,7 +75,7 @@ exports.default = async (req, res) => {
         //Replace this with a for-each loop to check every single Job that's included in the list.
 
         let insCoCustomerTier, ownerCustomerTier, jobTier;
-        if (isThreeTier || twoTierPref === "source") {
+        if (isThreeTier || (!isThreeTier && twoTierPref === "source")) {
           //Insert the insurance company tier.
           //Query for top level customer, the insurance company name.
           insCoCustomerTier = await QueryInsuranceCo(
@@ -94,7 +94,7 @@ exports.default = async (req, res) => {
           }
         }
 
-        if (isThreeTier || twoTierPref === "name") {
+        if (isThreeTier || (!isThreeTier && twoTierPref === "name")) {
           //Insert the name/owner and account for whether the source should be the ins co in 3 tier..
           ownerCustomerTier = await QueryOwner(oauthClient, req, payment.job);
           //Query for the owner itself.
@@ -119,8 +119,7 @@ exports.default = async (req, res) => {
             oauthClient,
             req,
             payment.job,
-            isThreeTier,
-            ownerCustomerTier
+            ownerCustomerTier || insCoCustomerTier
           );
         }
 
@@ -158,7 +157,7 @@ async function InsertPayment(oauthClient, req, payment, parentRef) {
     payment.job.ro_number
   );
 
-  if (invoices.length !== 1) {
+  if (invoices && invoices.length !== 1) {
     throw new Error(
       `More than 1 invoice with DocNumber ${payment.ro_number} found.`
     );
@@ -177,19 +176,23 @@ async function InsertPayment(oauthClient, req, payment, parentRef) {
     PaymentMethodRef: {
       value: paymentMethods[payment.type],
     },
-    Line: [
-      {
-        Amount: Dinero({
-          amount: Math.round(payment.amount * 100),
-        }).toFormat(DineroQbFormat),
-        LinkedTxn: [
-          {
-            TxnId: invoices[0].Id,
-            TxnType: "Invoice",
-          },
-        ],
-      },
-    ],
+    ...(invoices && invoices.length === 1
+      ? {
+          Line: [
+            {
+              Amount: Dinero({
+                amount: Math.round(payment.amount * 100),
+              }).toFormat(DineroQbFormat),
+              LinkedTxn: [
+                {
+                  TxnId: invoices[0].Id,
+                  TxnType: "Invoice",
+                },
+              ],
+            },
+          ],
+        }
+      : {}),
   };
   logger.log("qbo-payments-objectlog", "DEBUG", req.user.email, payment.id, {
     paymentQbo,

server/accounting/qbo/qbo-receivables.js

@@ -111,7 +111,9 @@ exports.default = async (req, res) => {
           );
         }
 
-        await InsertInvoice(oauthClient, req, job, bodyshop, jobTier);
+        if (!req.body.custDataOnly) {
+          await InsertInvoice(oauthClient, req, job, bodyshop, jobTier);
+        }
         ret.push({ jobid: job.id, success: true });
       } catch (error) {
         ret.push({