IO-2054 QBO Split AR
This commit is contained in:
Patrick Fic
@@ -648,6 +648,56 @@ exports.default = function ({
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});
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}
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//Check if there are multiple payers. If there are, add a deduction line and make sure we create new invoices.
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if (
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jobs_by_pk.qb_multiple_payers &&
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jobs_by_pk.qb_multiple_payers.length > 0
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) {
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jobs_by_pk.qb_multiple_payers.forEach((payer) => {
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if (qbo) {
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InvoiceLineAdd.push({
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DetailType: "SalesItemLineDetail",
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Amount: Dinero({ amount: (payer.amount || 0) * 100 * -1 }).toFormat(
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DineroQbFormat
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),
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SalesItemLineDetail: {
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...(jobs_by_pk.class
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? { ClassRef: { value: classes[jobs_by_pk.class] } }
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: {}),
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ItemRef: {
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value:
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items[responsibilityCenters.qb_multiple_payers?.accountitem],
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},
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Qty: 1,
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TaxCodeRef: {
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value:
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taxCodes[
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findTaxCode(
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{
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local: false,
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federal: false,
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state: false,
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},
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bodyshop.md_responsibility_centers.sales_tax_codes
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)
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],
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},
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},
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});
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} else {
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InvoiceLineAdd.push({
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ItemRef: {
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FullName: responsibilityCenters.qb_multiple_payers?.accountitem,
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},
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Desc: `${payer.name} Liability`,
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Amount: Dinero({ amount: (payer.amount || 0) * 100 * -1 }).toFormat(
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DineroQbFormat
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),
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});
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}
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});
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}
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return InvoiceLineAdd;
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};
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@@ -667,3 +717,65 @@ const findTaxCode = ({ local, state, federal }, taxcode) => {
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}
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};
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exports.findTaxCode = findTaxCode;
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exports.createMultiQbPayerLines = function ({
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bodyshop,
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jobs_by_pk,
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qbo = false,
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items,
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taxCodes,
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classes,
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payer,
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}) {
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const InvoiceLineAdd = [];
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const responsibilityCenters = bodyshop.md_responsibility_centers;
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const invoiceLineHash = {}; //The hash of cost and profit centers based on the center name.
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if (qbo) {
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//Going to always assume that we need to apply GST and PST for labor.
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const taxAccountCode = findTaxCode(
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{
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local: false,
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federal: false,
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state: false,
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},
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bodyshop.md_responsibility_centers.sales_tax_codes
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);
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const QboTaxId = taxCodes[taxAccountCode];
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InvoiceLineAdd.push({
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DetailType: "SalesItemLineDetail",
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Amount: Dinero({
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amount: Math.round((payer.amount || 0) * 100),
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}).toFormat(DineroQbFormat),
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SalesItemLineDetail: {
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...(jobs_by_pk.class
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? { ClassRef: { value: classes[jobs_by_pk.class] } }
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: {}),
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ItemRef: {
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value: items[responsibilityCenters.qb_multiple_payers?.accountitem],
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},
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TaxCodeRef: {
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value: QboTaxId,
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},
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Qty: 1,
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},
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});
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} else {
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InvoiceLineAdd.push({
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ItemRef: {
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FullName: responsibilityCenters.qb_multiple_payers?.accountitem,
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},
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Desc: `${payer.name} Liability`,
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Quantity: 1,
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Amount: Dinero({
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amount: Math.round((payer.amount || 0) * 100),
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}).toFormat(DineroQbFormat),
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SalesTaxCodeRef: {
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FullName: "E",
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},
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});
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}
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return InvoiceLineAdd;
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};
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@@ -21,6 +21,7 @@ const moment = require("moment-timezone");
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const GraphQLClient = require("graphql-request").GraphQLClient;
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const { generateOwnerTier } = require("../qbxml/qbxml-utils");
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const { createMultiQbPayerLines } = require("../qb-receivables-lines");
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exports.default = async (req, res) => {
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const oauthClient = new OAuthClient({
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@@ -115,7 +116,13 @@ exports.default = async (req, res) => {
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}
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//Query for the Job or Create it.
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jobTier = await QueryJob(oauthClient, qbo_realmId, req, job);
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jobTier = await QueryJob(
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oauthClient,
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qbo_realmId,
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req,
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job,
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isThreeTier ? ownerCustomerTier : null // ownerCustomerTier || insCoCustomerTier
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);
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// Need to validate that the job tier is associated to the right individual?
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@@ -140,6 +147,65 @@ exports.default = async (req, res) => {
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jobTier
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);
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if (job.qb_multiple_payers && job.qb_multiple_payers.length > 0) {
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for (const [index, payer] of job.qb_multiple_payers.entries()) {
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//do the thing.
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//Create the source level.
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let insCoCustomerTier, ownerCustomerTier, jobTier;
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//Insert the insurance company tier.
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//Query for top level customer, the insurance company name.
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insCoCustomerTier = await QueryInsuranceCo(
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oauthClient,
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qbo_realmId,
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req,
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{ ...job, ins_co_nm: payer.name }
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);
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if (!insCoCustomerTier) {
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//Creating the Insurance Customer.
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insCoCustomerTier = await InsertInsuranceCo(
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oauthClient,
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qbo_realmId,
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req,
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{ ...job, ins_co_nm: payer.name },
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bodyshop
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);
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}
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//Query for the Job or Create it.
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jobTier = await QueryJob(
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oauthClient,
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qbo_realmId,
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req,
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job,
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insCoCustomerTier
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);
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// Need to validate that the job tier is associated to the right individual?
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if (!jobTier) {
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jobTier = await InsertJob(
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oauthClient,
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qbo_realmId,
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req,
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job,
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insCoCustomerTier
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);
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}
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//Create the RO level
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await InsertInvoiceMultiPayerInvoice(
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oauthClient,
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qbo_realmId,
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req,
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job,
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bodyshop,
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jobTier,
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payer,
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`-${index + 1}`
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);
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}
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}
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// //No error. Mark the job exported & insert export log.
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if (elgen) {
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const result = await client
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@@ -212,7 +278,7 @@ async function QueryInsuranceCo(oauthClient, qbo_realmId, req, job) {
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"query",
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`select * From Customer where DisplayName = '${StandardizeName(
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job.ins_co_nm.trim()
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)}'`
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)}' and Active = true`
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),
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method: "POST",
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headers: {
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@@ -284,7 +350,7 @@ async function QueryOwner(oauthClient, qbo_realmId, req, job) {
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"query",
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`select * From Customer where DisplayName = '${StandardizeName(
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ownerName
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)}'`
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)}' and Active = true`
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),
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method: "POST",
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headers: {
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@@ -348,12 +414,12 @@ async function InsertOwner(
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}
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}
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exports.InsertOwner = InsertOwner;
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async function QueryJob(oauthClient, qbo_realmId, req, job) {
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async function QueryJob(oauthClient, qbo_realmId, req, job, parentTierRef) {
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const result = await oauthClient.makeApiCall({
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url: urlBuilder(
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qbo_realmId,
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"query",
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`select * From Customer where DisplayName = '${job.ro_number}'`
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`select * From Customer where DisplayName = '${job.ro_number}' and Active = true`
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),
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method: "POST",
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headers: {
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@@ -365,9 +431,14 @@ async function QueryJob(oauthClient, qbo_realmId, req, job) {
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result.json &&
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result.json.QueryResponse &&
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result.json.QueryResponse.Customer &&
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result.json.QueryResponse.Customer[0]
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(parentTierRef
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? result.json.QueryResponse.Customer.find(
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(x) => x.ParentRef.value === parentTierRef.Id
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)
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: result.json.QueryResponse.Customer[0])
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);
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}
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exports.QueryJob = QueryJob;
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async function InsertJob(oauthClient, qbo_realmId, req, job, parentTierRef) {
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const Customer = {
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@@ -602,3 +673,137 @@ async function InsertInvoice(
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throw error;
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}
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}
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async function InsertInvoiceMultiPayerInvoice(
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oauthClient,
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qbo_realmId,
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req,
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job,
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bodyshop,
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parentTierRef,
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payer,
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suffix
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) {
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const { items, taxCodes, classes } = await QueryMetaData(
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oauthClient,
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qbo_realmId,
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req
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);
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const InvoiceLineAdd = createMultiQbPayerLines({
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bodyshop,
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jobs_by_pk: job,
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qbo: true,
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items,
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taxCodes,
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classes,
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payer,
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suffix,
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});
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const invoiceObj = {
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Line: InvoiceLineAdd,
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TxnDate: moment(job.date_invoiced)
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.tz(bodyshop.timezone)
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.format("YYYY-MM-DD"),
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DocNumber: job.ro_number + suffix,
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...(job.class ? { ClassRef: { value: classes[job.class] } } : {}),
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CustomerMemo: {
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value: `${job.clm_no ? `Claim No: ${job.clm_no}` : ``}${
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job.po_number ? `PO No: ${job.po_number}` : ``
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} Vehicle:${job.v_model_yr || ""} ${job.v_make_desc || ""} ${
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job.v_model_desc || ""
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} ${job.v_vin || ""} ${job.plate_no || ""} `.trim(),
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},
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CustomerRef: {
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value: parentTierRef.Id,
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},
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...(bodyshop.accountingconfig.qbo_departmentid &&
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bodyshop.accountingconfig.qbo_departmentid.trim() !== "" && {
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DepartmentRef: { value: bodyshop.accountingconfig.qbo_departmentid },
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}),
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CustomField: [
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...(bodyshop.accountingconfig.ReceivableCustomField1
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? [
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{
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DefinitionId: "1",
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StringValue:
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job[bodyshop.accountingconfig.ReceivableCustomField1],
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Type: "StringType",
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},
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]
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: []),
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...(bodyshop.accountingconfig.ReceivableCustomField2
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? [
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{
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DefinitionId: "2",
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StringValue:
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job[bodyshop.accountingconfig.ReceivableCustomField2],
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Type: "StringType",
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},
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]
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: []),
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...(bodyshop.accountingconfig.ReceivableCustomField3
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? [
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{
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DefinitionId: "3",
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StringValue:
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job[bodyshop.accountingconfig.ReceivableCustomField3],
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Type: "StringType",
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},
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]
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: []),
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],
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...(bodyshop.accountingconfig &&
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bodyshop.accountingconfig.qbo &&
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bodyshop.accountingconfig.qbo_usa &&
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bodyshop.region_config.includes("CA_") && {
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TxnTaxDetail: {
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TxnTaxCodeRef: {
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value:
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taxCodes[
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bodyshop.md_responsibility_centers.taxes.state.accountitem
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],
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},
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},
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}),
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...(bodyshop.accountingconfig.printlater
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? { PrintStatus: "NeedToPrint" }
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: {}),
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...(bodyshop.accountingconfig.emaillater && job.ownr_ea
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? { EmailStatus: "NeedToSend" }
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: {}),
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BillAddr: {
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Line3: `${job.ownr_city || ""}, ${job.ownr_st || ""} ${
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job.ownr_zip || ""
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}`.trim(),
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Line2: job.ownr_addr1 || "",
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Line1: `${job.ownr_fn || ""} ${job.ownr_ln || ""} ${
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job.ownr_co_nm || ""
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}`,
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},
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};
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logger.log("qbo-receivable-objectlog", "DEBUG", req.user.email, job.id, {
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invoiceObj,
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});
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try {
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const result = await oauthClient.makeApiCall({
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url: urlBuilder(qbo_realmId, "invoice"),
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method: "POST",
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headers: {
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"Content-Type": "application/json",
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},
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body: JSON.stringify(invoiceObj),
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});
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setNewRefreshToken(req.user.email, result);
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return result && result.json && result.json.Invoice;
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} catch (error) {
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logger.log("qbo-receivables-error", "DEBUG", req.user.email, job.id, {
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error,
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method: "InsertOwner",
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});
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throw error;
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}
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}
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Block a user