IO-256 Further work on QBO Receivables.

client/src/components/qbo-authorize/qbo-authorize.component.jsx

@@ -1,7 +1,7 @@
 import { Button, Space } from "antd";
 import Axios from "axios";
 import React, { useEffect } from "react";
-import QboImg from "./qbo_signin.png";
+//import QboImg from "./qbo_signin.png";
 import queryString from "query-string";
 import { useLocation } from "react-router-dom";
 import { useCookies } from "react-cookie";

server/accounting/qbo/qbo-authorize.js

@@ -22,7 +22,6 @@ exports.default = async (req, res) => {
       scope: [OAuthClient.scopes.Accounting, OAuthClient.scopes.OpenId],
       state: req.user.email,
     }); // can be an array of multiple scopes ex : {scope:[OAuthClient.scopes.Accounting,OAuthClient.scopes.OpenId]}
-    // Redirect the authUri
 
     res.send(authUri);
   } catch (error) {

server/accounting/qbo/qbo-receivables.js

@@ -6,7 +6,9 @@ require("dotenv").config({
     `.env.${process.env.NODE_ENV || "development"}`
   ),
 });
-const client = require("../../graphql-client/graphql-client").client;
+const logger = require("../../utils/logger");
+
+const apiGqlClient = require("../../graphql-client/graphql-client").client;
 const queries = require("../../graphql-client/queries");
 const {
   refresh: refreshOauthToken,
@@ -14,6 +16,8 @@ const {
 } = 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,
@@ -25,83 +29,284 @@ const oauthClient = new OAuthClient({
 
 exports.default = async (req, res) => {
   try {
-    const response = await client.request(queries.GET_QBO_AUTH, {
+    //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 BearerToken = req.headers.authorization;
-    const customerCreate = {
+    const { jobIds } = req.body;
-      FullyQualifiedName: "A Test Customer",
+    //Query Job Info
-      DisplayName: "A test Customer",
+    const client = new GraphQLClient(process.env.GRAPHQL_ENDPOINT, {
-    };
-
-    // 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",
-    //   },
-    // };
-
-    // const ret2 = await oauthClient.makeApiCall({
-    //   url: urlBuilder(req.cookies.qbo_realmId, "invoice"),
-    //   method: "POST",
-    //   headers: {
-    //     "Content-Type": "application/json",
-    //   },
-    //   body: JSON.stringify(invoice),
-    // });
-
-    const ret2 = await oauthClient.makeApiCall({
-      url: urlBuilder(
-        req.cookies.qbo_realmId,
-        "query",
-        `select * From TaxCode where Active = true`
-      ),
-      method: "POST",
       headers: {
-        "Content-Type": "application/json",
+        Authorization: BearerToken,
       },
-      //  body: JSON.stringify(invoice),
     });
-    setNewRefreshToken(req.user.email, ret2);
+    const result = await client
-    console.log(ret2);
+      .setHeaders({ Authorization: BearerToken })
-    res.send(ret2);
+      .request(queries.QUERY_JOBS_FOR_RECEIVABLES_EXPORT, {
+        ids: ["966dc7f9-2acd-44dc-9df5-d07c5578070a"],
+        //jobIds
+      });
+    const { jobs, bodyshops } = result;
+
+    const job = jobs[0];
+    const bodyshop = bodyshops[0];
+    const isThreeTier = bodyshop.accountingconfig.tiers === 3;
+    const twoTierPref = bodyshop.accountingconfig.twotierpref;
+
+    //Replace this with a for-each loop to check every single Job that's included in the list.
+
+    let insCoCustomerTier, ownerCustomerTier;
+    if (isThreeTier || twoTierPref === "source") {
+      //Insert the insurance company tier.
+      //Query for top level customer, the insurance company name.
+      insCoCustomerTier = await QueryInsuranceCo(oauthClient, req, job);
+      if (!insCoCustomerTier) {
+        //Creating the Insurance Customer.
+        insCoCustomerTier = await InsertInsuranceCo(
+          oauthClient,
+          req,
+          job,
+          bodyshop
+        );
+      }
+    }
+
+    if (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, job);
+      //Query for the owner itself.
+      if (!ownerCustomerTier) {
+        ownerCustomerTier = await InsertOwner(
+          oauthClient,
+          req,
+          job,
+          isThreeTier,
+          insCoCustomerTier
+        );
+      }
+    }
+
+    //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.
+
+    //Otherwise create it.
+
+    res.sendStatus(200);
   } catch (error) {
     console.log(error);
     res.status(400).json(error);
   }
 };
+
+async function QueryInsuranceCo(oauthClient, req, job) {
+  const result = await oauthClient.makeApiCall({
+    url: urlBuilder(
+      req.cookies.qbo_realmId,
+      "query",
+      `select * From Customer where DisplayName = '${job.ins_co_nm}'`
+    ),
+    method: "POST",
+    headers: {
+      "Content-Type": "application/json",
+    },
+  });
+  setNewRefreshToken(req.user.email, result);
+  return (
+    result.json &&
+    result.json.QueryResponse &&
+    result.json.QueryResponse.Customer &&
+    result.json.QueryResponse.Customer[0]
+  );
+}
+async function InsertInsuranceCo(oauthClient, req, job, bodyshop) {
+  const insCo = bodyshop.md_ins_cos.find((i) => i.name === job.ins_co_nm);
+
+  const Customer = {
+    DisplayName: job.ins_co_nm,
+    BillAddr: {
+      City: job.ownr_city,
+      Line1: insCo.street1,
+      Line2: insCo.street2,
+      PostalCode: insCo.zip,
+      CountrySubDivisionCode: insCo.state,
+    },
+  };
+  try {
+    const result = await oauthClient.makeApiCall({
+      url: urlBuilder(req.cookies.qbo_realmId, "customer"),
+      method: "POST",
+      headers: {
+        "Content-Type": "application/json",
+      },
+      body: JSON.stringify(Customer),
+    });
+    setNewRefreshToken(req.user.email, result);
+    return result && result.Customer;
+  } catch (error) {
+    logger.log("qbo-receivables-error", "DEBUG", req.user.email, job.id, {
+      error,
+      method: "InsertInsuranceCo",
+    });
+    throw error;
+  }
+}
+
+async function QueryOwner(oauthClient, req, job) {
+  const ownerName = generateOwnerTier(job, true, null);
+  const result = await oauthClient.makeApiCall({
+    url: urlBuilder(
+      req.cookies.qbo_realmId,
+      "query",
+      `select * From Customer where DisplayName = '${ownerName}'`
+    ),
+    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 InsertOwner(oauthClient, req, job, isThreeTier, parentTierRef) {
+  const ownerName = generateOwnerTier(job, true, null);
+  const Customer = {
+    DisplayName: ownerName,
+    BillAddr: {
+      City: job.ownr_city,
+      Line1: job.ownr_addr1,
+      Line2: job.ownr_addr2,
+      PostalCode: job.ownr_zip,
+      CountrySubDivisionCode: job.ownr_st,
+    },
+    ...(isThreeTier
+      ? {
+          Job: true,
+          ParentRef: {
+            value: parentTierRef.Id,
+          },
+        }
+      : {}),
+  };
+  try {
+    const result = await oauthClient.makeApiCall({
+      url: urlBuilder(req.cookies.qbo_realmId, "customer"),
+      method: "POST",
+      headers: {
+        "Content-Type": "application/json",
+      },
+      body: JSON.stringify(Customer),
+    });
+    setNewRefreshToken(req.user.email, result);
+    return result && result.Customer;
+  } catch (error) {
+    logger.log("qbo-receivables-error", "DEBUG", req.user.email, job.id, {
+      error,
+      method: "InsertOwner",
+    });
+    throw error;
+  }
+}
+async function InsertJob(oauthClient, req, job, isThreeTier, parentTierRef) {
+  const Customer = {
+    DisplayName: job.ro_number,
+    BillAddr: {
+      City: job.ownr_city,
+      Line1: job.ownr_addr1,
+      Line2: job.ownr_addr2,
+      PostalCode: job.ownr_zip,
+      CountrySubDivisionCode: job.ownr_st,
+    },
+    ...(isThreeTier
+      ? {
+          Job: true,
+          ParentRef: {
+            value: parentTierRef.Id,
+          },
+        }
+      : {}),
+  };
+  try {
+    const result = await oauthClient.makeApiCall({
+      url: urlBuilder(req.cookies.qbo_realmId, "customer"),
+      method: "POST",
+      headers: {
+        "Content-Type": "application/json",
+      },
+      body: JSON.stringify(Customer),
+    });
+    setNewRefreshToken(req.user.email, result);
+    return result && result.Customer;
+  } catch (error) {
+    logger.log("qbo-receivables-error", "DEBUG", req.user.email, job.id, {
+      error,
+      method: "InsertOwner",
+    });
+    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",
+//   },
+// };
+
+// const ret2 = await oauthClient.makeApiCall({
+//   url: urlBuilder(req.cookies.qbo_realmId, "invoice"),
+//   method: "POST",
+//   headers: {
+//     "Content-Type": "application/json",
+//   },
+//   body: JSON.stringify(invoice),
+// });

server/accounting/qbo/qbo.js

@@ -1,4 +1,3 @@
-const OAuthClient = require("intuit-oauth");
 const path = require("path");
 require("dotenv").config({
   path: path.resolve(

server/graphql-client/queries.js

@@ -114,6 +114,7 @@ query QUERY_JOBS_FOR_RECEIVABLES_EXPORT($ids: [uuid!]!) {
     id
     md_responsibility_centers
     accountingconfig
+    md_ins_cos
   }
 }
   `;