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

@@ -21,6 +21,19 @@ export function JobsDetailHeaderActionexportCustomerData({
 
   const handleExportCustData = async (e) => {
     logImEXEvent("job_export_cust_data");
+    let PartnerResponse;
+    if (bodyshop.accountingconfig && bodyshop.accountingconfig.qbo) {
+      PartnerResponse = await axios.post(
+        `/qbo/receivables`,
+        {
+          jobIds: [job.id],
+          custDataOnly: true,
+        },
+        { withCredentials: true }
+      );
+    } else {
+      //Default is QBD
+
       let QbXmlResponse;
       try {
         QbXmlResponse = await axios.post(
@@ -44,7 +57,7 @@ export function JobsDetailHeaderActionexportCustomerData({
         return;
       }
 
-    let PartnerResponse;
+      //let PartnerResponse;
       try {
         PartnerResponse = await axios.post(
           "http://localhost:1337/qb/",
@@ -63,6 +76,7 @@ export function JobsDetailHeaderActionexportCustomerData({
 
         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);
     if (failedTransactions.length > 0) {

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 || insCoCustomerTier
-            ownerCustomerTier
           );
         }
 
@@ -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.`
     );
@@ -177,6 +176,8 @@ async function InsertPayment(oauthClient, req, payment, parentRef) {
     PaymentMethodRef: {
       value: paymentMethods[payment.type],
     },
+    ...(invoices && invoices.length === 1
+      ? {
           Line: [
             {
               Amount: Dinero({
@@ -190,6 +191,8 @@ async function InsertPayment(oauthClient, req, payment, parentRef) {
               ],
             },
           ],
+        }
+      : {}),
   };
   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) => {
           );
         }
 
+        if (!req.body.custDataOnly) {
           await InsertInvoice(oauthClient, req, job, bodyshop, jobTier);
+        }
         ret.push({ jobid: job.id, success: true });
       } catch (error) {
         ret.push({