IO-256 WIP QBO.

server/accounting/qbo/qbo-callback.js

@@ -48,7 +48,11 @@ exports.default = async (req, res) => {
         null
       );
 
-      res.redirect(`http://localhost:3000/manage/accounting/qbo?`);
+      res.redirect(
+        `http://localhost:3000/manage/accounting/qbo?${queryString.stringify(
+          params
+        )}`
+      );
     }
   } catch (e) {
     logger.log("qbo-callback-error", "ERROR", params.state, null, {

server/accounting/qbo/qbo-receivables.js

@@ -7,7 +7,8 @@ require("dotenv").config({
   ),
 });
 const logger = require("../../utils/logger");
-
+const Dinero = require("dinero.js");
+const DineroQbFormat = require("../accounting-constants").DineroQbFormat;
 const apiGqlClient = require("../../graphql-client/graphql-client").client;
 const queries = require("../../graphql-client/queries");
 const {
@@ -15,32 +16,30 @@ const {
   setNewRefreshToken,
 } = require("./qbo-callback");
 const OAuthClient = require("intuit-oauth");
-var QuickBooks = require("node-quickbooks");
+
 const GraphQLClient = require("graphql-request").GraphQLClient;
 const { generateOwnerTier } = require("../qbxml/qbxml-utils");
 
-const oauthClient = new OAuthClient({
-  clientId: process.env.QBO_CLIENT_ID,
-  clientSecret: process.env.QBO_SECRET,
-  environment: process.env.NODE_ENV === "production" ? "production" : "sandbox",
-  redirectUri: process.env.QBO_REDIRECT_URI,
-  logging: true,
-});
-
 exports.default = async (req, res) => {
+  const oauthClient = new OAuthClient({
+    clientId: process.env.QBO_CLIENT_ID,
+    clientSecret: process.env.QBO_SECRET,
+    environment:
+      process.env.NODE_ENV === "production" ? "production" : "sandbox",
+    redirectUri: process.env.QBO_REDIRECT_URI,
+    logging: true,
+  });
   try {
     //Fetch the API Access Tokens & Set them for the session.
     const response = await apiGqlClient.request(queries.GET_QBO_AUTH, {
       email: req.user.email,
     });
-    response.associations[0].qbo_auth;
+
     oauthClient.setToken(response.associations[0].qbo_auth);
-    if (!oauthClient.token.isAccessTokenValid()) {
-      await refreshOauthToken(oauthClient, req);
-      if (!oauthClient.token.isAccessTokenValid()) {
-        res.sendStatus(401);
-      }
-    }
+    const getToken = oauthClient.getToken();
+
+    await refreshOauthToken(oauthClient, req);
+
     const BearerToken = req.headers.authorization;
     const { jobIds } = req.body;
     //Query Job Info
@@ -64,7 +63,7 @@ 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;
+    let insCoCustomerTier, ownerCustomerTier, jobTier;
     if (isThreeTier || twoTierPref === "source") {
       //Insert the insurance company tier.
       //Query for top level customer, the insurance company name.
@@ -94,19 +93,21 @@ exports.default = async (req, res) => {
         );
       }
     }
-
     //Query for the Job or Create it.
-    const jobrecord = await InsertJob(
-      oauthClient,
-      req,
-      job,
-      isThreeTier,
-      ownerCustomerTier
-    );
-    //Is there a job associated to the owner? If so, get the ID and move on.
+    jobTier = await QueryJob(oauthClient, req, job);
 
-    //Otherwise create it.
+    // Need to validate that the job tier is associated to the right individual?
 
+    if (!jobTier) {
+      jobTier = await InsertJob(
+        oauthClient,
+        req,
+        job,
+        isThreeTier,
+        ownerCustomerTier
+      );
+    }
+    await InsertInvoice(oauthClient, req, job, bodyshop, jobTier);
     res.sendStatus(200);
   } catch (error) {
     console.log(error);
@@ -115,24 +116,32 @@ exports.default = async (req, res) => {
 };
 
 async function QueryInsuranceCo(oauthClient, req, job) {
-  const result = await oauthClient.makeApiCall({
-    url: urlBuilder(
-      req.cookies.qbo_realmId,
-      "query",
-      `select * From Customer where DisplayName = '${job.ins_co_nm}'`
-    ),
-    method: "POST",
-    headers: {
-      "Content-Type": "application/json",
-    },
-  });
-  setNewRefreshToken(req.user.email, result);
-  return (
-    result.json &&
-    result.json.QueryResponse &&
-    result.json.QueryResponse.Customer &&
-    result.json.QueryResponse.Customer[0]
-  );
+  try {
+    const result = await oauthClient.makeApiCall({
+      url: urlBuilder(
+        req.cookies.qbo_realmId,
+        "query",
+        `select * From Customer where DisplayName = '${job.ins_co_nm}'`
+      ),
+      method: "POST",
+      headers: {
+        "Content-Type": "application/json",
+      },
+    });
+    setNewRefreshToken(req.user.email, result);
+    return (
+      result.json &&
+      result.json.QueryResponse &&
+      result.json.QueryResponse.Customer &&
+      result.json.QueryResponse.Customer[0]
+    );
+  } catch (error) {
+    logger.log("qbo-receivables-error", "DEBUG", req.user.email, job.id, {
+      error,
+      method: "QueryInsuranceCo",
+    });
+    throw error;
+  }
 }
 async function InsertInsuranceCo(oauthClient, req, job, bodyshop) {
   const insCo = bodyshop.md_ins_cos.find((i) => i.name === job.ins_co_nm);
@@ -228,6 +237,28 @@ async function InsertOwner(oauthClient, req, job, isThreeTier, parentTierRef) {
     throw error;
   }
 }
+
+async function QueryJob(oauthClient, req, job) {
+  const result = await oauthClient.makeApiCall({
+    url: urlBuilder(
+      req.cookies.qbo_realmId,
+      "query",
+      `select * From Customer where DisplayName = '${job.ro_number}'`
+    ),
+    method: "POST",
+    headers: {
+      "Content-Type": "application/json",
+    },
+  });
+  setNewRefreshToken(req.user.email, result);
+  return (
+    result.json &&
+    result.json.QueryResponse &&
+    result.json.QueryResponse.Customer &&
+    result.json.QueryResponse.Customer[0]
+  );
+}
+
 async function InsertJob(oauthClient, req, job, isThreeTier, parentTierRef) {
   const Customer = {
     DisplayName: job.ro_number,
@@ -266,47 +297,396 @@ async function InsertJob(oauthClient, req, job, isThreeTier, parentTierRef) {
     throw error;
   }
 }
-//  const customerCreate = {
-//    FullyQualifiedName: "A Test Customer",
-//    DisplayName: "A test Customer",
-//  };
-// const ret = await oauthClient.makeApiCall({
-//   url: urlBuilder(req.cookies.qbo_realmId, "customer"),
-//   method: "POST",
-//   headers: {
-//     "Content-Type": "application/json",
-//   },
-//   body: JSON.stringify(customerCreate),
-// });
 
-// const invoice = {
-//   Line: [
-//     {
-//       DetailType: "SalesItemLineDetail",
-//       Amount: 100,
-//       SalesItemLineDetail: {
-//         ItemRef: {
-//           name: "Services",
-//           value: "1",
-//         },
-//         TaxCodeRef: {
-//           value: "2",
-//         },
-//         Qty: 1,
-//         UnitPrice: 100,
-//       },
-//     },
-//   ],
-//   CustomerRef: {
-//     name: "A test Customer",
-//   },
-// };
+async function QueryMetaData(oauthClient, req) {
+  const items = await oauthClient.makeApiCall({
+    url: urlBuilder(req.cookies.qbo_realmId, "query", `select * From Item`),
+    method: "POST",
+    headers: {
+      "Content-Type": "application/json",
+    },
+  });
+  setNewRefreshToken(req.user.email, items);
+  const taxCodes = await oauthClient.makeApiCall({
+    url: urlBuilder(req.cookies.qbo_realmId, "query", `select * From TaxCode`),
+    method: "POST",
+    headers: {
+      "Content-Type": "application/json",
+    },
+  });
 
-// const ret2 = await oauthClient.makeApiCall({
-//   url: urlBuilder(req.cookies.qbo_realmId, "invoice"),
-//   method: "POST",
-//   headers: {
-//     "Content-Type": "application/json",
-//   },
-//   body: JSON.stringify(invoice),
-// });
+  const taxCodeMapping = {};
+
+  const accounts = await oauthClient.makeApiCall({
+    url: urlBuilder(req.cookies.qbo_realmId, "query", `select * From Account`),
+    method: "POST",
+    headers: {
+      "Content-Type": "application/json",
+    },
+  });
+
+  taxCodes.json &&
+    taxCodes.json.QueryResponse &&
+    taxCodes.json.QueryResponse.TaxCode.forEach((t) => {
+      taxCodeMapping[t.Name] = t.Id;
+    });
+
+  const itemMapping = {};
+
+  items.json &&
+    items.json.QueryResponse &&
+    items.json.QueryResponse.Item.forEach((t) => {
+      itemMapping[t.Name] = t.Id;
+    });
+
+  return {
+    items: itemMapping,
+    taxCodes: taxCodeMapping,
+  };
+}
+
+async function InsertInvoice(oauthClient, req, job, bodyshop, parentTierRef) {
+  const { items, taxCodes } = await QueryMetaData(oauthClient, req);
+  const InvoiceLineAdd = [];
+  const responsibilityCenters = bodyshop.md_responsibility_centers;
+
+  const invoiceLineHash = {}; //The hash of cost and profit centers based on the center name.
+
+  //Determine if there are MAPA and MASH lines already on the estimate.
+  //If there are, don't do anything extra (mitchell estimate)
+  //Otherwise, calculate them and add them to the default MAPA and MASH centers.
+  let hasMapaLine = false;
+  let hasMashLine = false;
+
+  //Create the invoice lines mapping.
+  job.joblines.map((jobline) => {
+    //Parts Lines
+    if (jobline.db_ref === "936008") {
+      //If either of these DB REFs change, they also need to change in job-totals/job-costing calculations.
+      hasMapaLine = true;
+    }
+    if (jobline.db_ref === "936007") {
+      hasMashLine = true;
+    }
+
+    if (jobline.profitcenter_part && jobline.act_price) {
+      let DineroAmount = Dinero({
+        amount: Math.round(jobline.act_price * 100),
+      }).multiply(jobline.part_qty || 1);
+
+      if (jobline.prt_dsmk_p && jobline.prt_dsmk_p !== 0) {
+        // console.log("Have a part discount", jobline);
+        DineroAmount = DineroAmount.add(
+          DineroAmount.percentage(jobline.prt_dsmk_p || 0)
+        );
+      }
+      const account = responsibilityCenters.profits.find(
+        (i) => jobline.profitcenter_part.toLowerCase() === i.name.toLowerCase()
+      );
+
+      if (!account) {
+        logger.log(
+          "qbxml-receivables-no-account",
+          "warn",
+          null,
+          jobline.id,
+          null
+        );
+        throw new Error(
+          `A matching account does not exist for the part allocation. Center: ${jobline.profitcenter_part}`
+        );
+      }
+      if (!invoiceLineHash[account.name]) {
+        invoiceLineHash[account.name] = {
+          ItemRef: { FullName: account.accountitem },
+          Desc: account.accountdesc,
+          Quantity: 1, //jobline.part_qty,
+          Amount: DineroAmount, //.toFormat(DineroQbFormat),
+          SalesTaxCodeRef: {
+            FullName: "E",
+          },
+        };
+      } else {
+        invoiceLineHash[account.name].Amount =
+          invoiceLineHash[account.name].Amount.add(DineroAmount);
+      }
+    }
+    //  Labor Lines
+    if (
+      jobline.profitcenter_labor &&
+      jobline.mod_lb_hrs &&
+      jobline.mod_lb_hrs > 0
+    ) {
+      const DineroAmount = Dinero({
+        amount: Math.round(
+          job[`rate_${jobline.mod_lbr_ty.toLowerCase()}`] * 100
+        ),
+      }).multiply(jobline.mod_lb_hrs);
+      const account = responsibilityCenters.profits.find(
+        (i) => jobline.profitcenter_labor.toLowerCase() === i.name.toLowerCase()
+      );
+
+      if (!account) {
+        throw new Error(
+          `A matching account does not exist for the labor allocation. Center: ${jobline.profitcenter_labor}`
+        );
+      }
+      if (!invoiceLineHash[account.name]) {
+        invoiceLineHash[account.name] = {
+          ItemRef: { FullName: account.accountitem },
+          Desc: account.accountdesc,
+          Quantity: 1, // jobline.mod_lb_hrs,
+          Amount: DineroAmount,
+          //Amount: DineroAmount.toFormat(DineroQbFormat),
+          SalesTaxCodeRef: {
+            FullName: "E",
+          },
+        };
+      } else {
+        invoiceLineHash[account.name].Amount =
+          invoiceLineHash[account.name].Amount.add(DineroAmount);
+      }
+    }
+  });
+  // console.log("Done creating hash", JSON.stringify(invoiceLineHash));
+
+  if (!hasMapaLine && job.job_totals.rates.mapa.total.amount > 0) {
+    // console.log("Adding MAPA Line Manually.");
+    const mapaAccountName = responsibilityCenters.defaults.profits.MAPA;
+
+    const mapaAccount = responsibilityCenters.profits.find(
+      (c) => c.name === mapaAccountName
+    );
+
+    if (mapaAccount) {
+      InvoiceLineAdd.push({
+        ItemRef: { FullName: mapaAccount.accountitem },
+        Desc: mapaAccount.accountdesc,
+        Quantity: 1,
+        Amount: Dinero(job.job_totals.rates.mapa.total).toFormat(
+          DineroQbFormat
+        ),
+        SalesTaxCodeRef: {
+          FullName: "E",
+        },
+      });
+    } else {
+      //console.log("NO MAPA ACCOUNT FOUND!!");
+    }
+  }
+
+  if (!hasMashLine && job.job_totals.rates.mash.total.amount > 0) {
+    // console.log("Adding MASH Line Manually.");
+
+    const mashAccountName = responsibilityCenters.defaults.profits.MASH;
+
+    const mashAccount = responsibilityCenters.profits.find(
+      (c) => c.name === mashAccountName
+    );
+
+    if (mashAccount) {
+      InvoiceLineAdd.push({
+        ItemRef: { FullName: mashAccount.accountitem },
+        Desc: mashAccount.accountdesc,
+        Quantity: 1,
+        Amount: Dinero(job.job_totals.rates.mash.total).toFormat(
+          DineroQbFormat
+        ),
+        SalesTaxCodeRef: {
+          FullName: "E",
+        },
+      });
+    } else {
+      //  console.log("NO MASH ACCOUNT FOUND!!");
+    }
+  }
+
+  //Convert the hash to an array.
+  Object.keys(invoiceLineHash).forEach((key) => {
+    InvoiceLineAdd.push({
+      ...invoiceLineHash[key],
+      Amount: invoiceLineHash[key].Amount.toFormat(DineroQbFormat),
+    });
+  });
+
+  //Add Towing, storage and adjustment lines.
+
+  if (job.towing_payable && job.towing_payable !== 0) {
+    InvoiceLineAdd.push({
+      ItemRef: {
+        FullName: responsibilityCenters.profits.find(
+          (c) => c.name === responsibilityCenters.defaults.profits["TOW"]
+        ).accountitem,
+      },
+      Desc: "Towing",
+      Quantity: 1,
+      Amount: Dinero({
+        amount: Math.round((job.towing_payable || 0) * 100),
+      }).toFormat(DineroQbFormat),
+      SalesTaxCodeRef: {
+        FullName: "E",
+      },
+    });
+  }
+  if (job.storage_payable && job.storage_payable !== 0) {
+    InvoiceLineAdd.push({
+      ItemRef: {
+        FullName: responsibilityCenters.profits.find(
+          (c) => c.name === responsibilityCenters.defaults.profits["TOW"]
+        ).accountitem,
+      },
+      Desc: "Storage",
+      Quantity: 1,
+      Amount: Dinero({
+        amount: Math.round((job.storage_payable || 0) * 100),
+      }).toFormat(DineroQbFormat),
+      SalesTaxCodeRef: {
+        FullName: "E",
+      },
+    });
+  }
+  if (job.adjustment_bottom_line && job.adjustment_bottom_line !== 0) {
+    InvoiceLineAdd.push({
+      ItemRef: {
+        FullName: responsibilityCenters.profits.find(
+          (c) => c.name === responsibilityCenters.defaults.profits["PAO"]
+        ).accountitem,
+      },
+      Desc: "Adjustment",
+      Quantity: 1,
+      Amount: Dinero({
+        amount: Math.round((job.adjustment_bottom_line || 0) * 100),
+      }).toFormat(DineroQbFormat),
+      SalesTaxCodeRef: {
+        FullName: "E",
+      },
+    });
+  }
+
+  //Add tax lines
+  const job_totals = job.job_totals;
+
+  const federal_tax = Dinero(job_totals.totals.federal_tax);
+  const state_tax = Dinero(job_totals.totals.state_tax);
+  const local_tax = Dinero(job_totals.totals.local_tax);
+
+  if (federal_tax.getAmount() > 0) {
+    InvoiceLineAdd.push({
+      ItemRef: {
+        FullName: bodyshop.md_responsibility_centers.taxes.federal.accountitem,
+      },
+      Desc: bodyshop.md_responsibility_centers.taxes.federal.accountdesc,
+      Amount: federal_tax.toFormat(DineroQbFormat),
+    });
+  }
+
+  if (state_tax.getAmount() > 0) {
+    InvoiceLineAdd.push({
+      ItemRef: {
+        FullName: bodyshop.md_responsibility_centers.taxes.state.accountitem,
+      },
+      Desc: bodyshop.md_responsibility_centers.taxes.state.accountdesc,
+      Amount: state_tax.toFormat(DineroQbFormat),
+    });
+  }
+
+  if (local_tax.getAmount() > 0) {
+    InvoiceLineAdd.push({
+      ItemRef: {
+        FullName: bodyshop.md_responsibility_centers.taxes.local.accountitem,
+      },
+      Desc: bodyshop.md_responsibility_centers.taxes.local.accountdesc,
+      Amount: local_tax.toFormat(DineroQbFormat),
+    });
+  }
+
+  //Region Specific
+  const { ca_bc_pvrt } = job;
+  if (ca_bc_pvrt) {
+    InvoiceLineAdd.push({
+      ItemRef: {
+        FullName: bodyshop.md_responsibility_centers.taxes.state.accountitem,
+      },
+      Desc: "PVRT",
+      Amount: Dinero({ amount: (ca_bc_pvrt || 0) * 100 }).toFormat(
+        DineroQbFormat
+      ),
+    });
+  }
+
+  //map each invoice line to the correct style for QBO.
+
+  const invoiceObj = {
+    Line: [
+      {
+        DetailType: "SalesItemLineDetail",
+        Amount: 100,
+        SalesItemLineDetail: {
+          // ItemRef: {
+          //   //   name: "Services",
+          //   value: "16",
+          // },
+          TaxCodeRef: {
+            value: "2",
+          },
+          Qty: 1,
+          UnitPrice: 100,
+        },
+      },
+    ],
+    // Line: InvoiceLineAdd.map((i) => {
+    //   return {
+    //     DetailType: "SalesItemLineDetail",
+    //     Amount: i.Amount,
+    //     SalesItemLineDetail: {
+    //       ItemRef: {
+    //         //name: "Services",
+    //         value: items[i.ItemRef.FullName],
+    //       },
+    //       // TaxCodeRef: {
+    //       //   value: "2",
+    //       // },
+    //       Qty: 1,
+    //     },
+    //   };
+    // }),
+    TxnTaxDetail: {
+      TaxLine: [
+        {
+          DetailType: "TaxLineDetail",
+
+          TaxLineDetail: {
+            NetAmountTaxable: 100,
+            TaxPercent: 7,
+            TaxRateRef: {
+              value: "16",
+            },
+            PercentBased: true,
+          },
+        },
+      ],
+    },
+    CustomerRef: {
+      value: parentTierRef.Id,
+    },
+  };
+
+  try {
+    const result = await oauthClient.makeApiCall({
+      url: urlBuilder(req.cookies.qbo_realmId, "invoice"),
+      method: "POST",
+      headers: {
+        "Content-Type": "application/json",
+      },
+      body: JSON.stringify(invoiceObj),
+    });
+    setNewRefreshToken(req.user.email, result);
+    return result && result.Invoice;
+  } catch (error) {
+    logger.log("qbo-receivables-error", "DEBUG", req.user.email, job.id, {
+      error,
+      method: "InsertOwner",
+    });
+    throw error;
+  }
+}