Merge pull request #328 from ej2/0.9.5

0.9.5

CHANGELOG.rst

@@ -1,5 +1,11 @@
 Changelog
 =========
+* 0.9.5 (November 1, 2023)
+    * Added the ability to void all voidable QB types
+    * Added to_ref to CreditMemo object
+    * Added ProjectRef and ShipFromAddr to Estimate
+    * Added missing initialization for objects on DiscountLineDetail, Estimate, Employee, and Invoice
+
 * 0.9.4 (August 29, 2023)
     * Removed python 2 compatible decorators
     * Removed python 2 dependencies

Pipfile

@@ -15,6 +15,3 @@ simplejson = ">=3.19.1"
 nose = "*"
 coverage = "*"
 twine = "*"
-
-[requires]
-python_version = "3.8"

quickbooks/mixins.py

@@ -119,21 +119,66 @@ def send(self, qb=None, send_to=None):
 
 
 class VoidMixin(object):
+
+    def get_void_params(self):
+        qb_object_params_map = {
+            "Payment": {
+                "operation": "update",
+                "include": "void"
+            },
+            "SalesReceipt": {
+                "operation": "update",
+                "include": "void"
+            },
+            "BillPayment": {
+                "operation": "update",
+                "include": "void"
+            },
+            "Invoice": {
+                "operation": "void",
+            },
+        }
+        # setting the default operation to void (the original behavior)
+        return qb_object_params_map.get(self.qbo_object_name, {"operation": "void"})
+
+    def get_void_data(self):
+        qb_object_params_map = {
+            "Payment": {
+                "Id": self.Id,
+                "SyncToken": self.SyncToken,
+                "sparse": True
+            },
+            "SalesReceipt": {
+                "Id": self.Id,
+                "SyncToken": self.SyncToken,
+                "sparse": True
+            },
+            "BillPayment": {
+                "Id": self.Id,
+                "SyncToken": self.SyncToken,
+                "sparse": True
+            },
+            "Invoice": {
+                "Id": self.Id,
+                "SyncToken": self.SyncToken,
+            },
+        }
+        # setting the default operation to void (the original behavior)
+        return qb_object_params_map.get(self.qbo_object_name, {"operation": "void"})
+
     def void(self, qb=None):
         if not qb:
             qb = QuickBooks()
 
         if not self.Id:
             raise QuickbooksException('Cannot void unsaved object')
 
-        data = {
-            'Id': self.Id,
-            'SyncToken': self.SyncToken,
-        }
-
         endpoint = self.qbo_object_name.lower()
         url = "{0}/company/{1}/{2}".format(qb.api_url, qb.company_id, endpoint)
-        results = qb.post(url, json.dumps(data), params={'operation': 'void'})
+
+        data = self.get_void_data()
+        params = self.get_void_params()
+        results = qb.post(url, json.dumps(data), params=params)
 
         return results
 

quickbooks/objects/attachable.py

@@ -58,7 +58,7 @@ def save(self, qb=None):
         else:
             json_data = qb.create_object(self.qbo_object_name, self.to_json(), _file_path=self._FilePath)
 
-        if self.FileName:
+        if self.Id is None and self.FileName:
             obj = type(self).from_json(json_data['AttachableResponse'][0]['Attachable'])
         else:
             obj = type(self).from_json(json_data['Attachable'])

quickbooks/objects/billpayment.py

@@ -1,6 +1,6 @@
 from .base import QuickbooksBaseObject, Ref, LinkedTxn, QuickbooksManagedObject, LinkedTxnMixin, \
     QuickbooksTransactionEntity
-from ..mixins import DeleteMixin
+from ..mixins import DeleteMixin, VoidMixin
 
 
 class CheckPayment(QuickbooksBaseObject):
@@ -47,7 +47,7 @@ def __str__(self):
         return str(self.Amount)
 
 
-class BillPayment(DeleteMixin, QuickbooksManagedObject, QuickbooksTransactionEntity, LinkedTxnMixin):
+class BillPayment(DeleteMixin, QuickbooksManagedObject, QuickbooksTransactionEntity, LinkedTxnMixin, VoidMixin):
     """
     QBO definition: A BillPayment entity represents the financial transaction of payment
     of bills that the business owner receives from a vendor for goods or services purchased

quickbooks/objects/creditmemo.py

@@ -70,3 +70,11 @@ def __init__(self):
 
     def __str__(self):
         return str(self.TotalAmt)
+
+    def to_ref(self):
+        ref = Ref()
+
+        ref.type = self.qbo_object_name
+        ref.value = self.Id
+
+        return ref

quickbooks/objects/detailline.py

@@ -51,6 +51,7 @@ def __init__(self):
         self.Discount = None
         self.ClassRef = None
         self.TaxCodeRef = None
+        self.DiscountAccountRef = None
         self.PercentBased = False
         self.DiscountPercent = 0
 

quickbooks/objects/employee.py

@@ -35,6 +35,7 @@ def __init__(self):
         self.BillableTime = False
 
         self.PrimaryAddr = None
+        self.PrimaryPhone = None
 
     def __str__(self):
         return self.DisplayName

quickbooks/objects/estimate.py

@@ -19,7 +19,9 @@ class Estimate(DeleteMixin,
     class_dict = {
         "BillAddr": Address,
         "ShipAddr": Address,
+        "ShipFromAddr": Address,
         "CustomerRef": Ref,
+        "ProjectRef": Ref,
         "TxnTaxDetail": TxnTaxDetail,
         "CustomerMemo": CustomerMemo,
         "BillEmail": EmailAddress,
@@ -64,9 +66,12 @@ def __init__(self):
         self.AcceptedDate = None
         self.GlobalTaxCalculation = "TaxExcluded"
         self.BillAddr = None
+        self.DepartmentRef = None
         self.ShipAddr = None
+        self.ShipFromAddr = None
         self.BillEmail = None
         self.CustomerRef = None
+        self.ProjectRef = None
         self.TxnTaxDetail = None
         self.CustomerMemo = None
         self.ClassRef = None

quickbooks/objects/invoice.py

@@ -95,6 +95,8 @@ def __init__(self):
         self.TxnTaxDetail = None
         self.DeliveryInfo = None
         self.RecurDataRef = None
+        self.SalesTermRef = None
+        self.ShipMethodRef = None
         self.TaxExemptionRef = None
         self.MetaData = None
 

quickbooks/objects/payment.py

@@ -3,7 +3,7 @@
     LinkedTxnMixin, MetaData
 from ..client import QuickBooks
 from .creditcardpayment import CreditCardPayment
-from ..mixins import DeleteMixin
+from ..mixins import DeleteMixin, VoidMixin
 import json
 
 
@@ -21,7 +21,7 @@ def __str__(self):
         return str(self.Amount)
 
 
-class Payment(DeleteMixin, QuickbooksManagedObject, QuickbooksTransactionEntity, LinkedTxnMixin):
+class Payment(DeleteMixin, QuickbooksManagedObject, QuickbooksTransactionEntity, LinkedTxnMixin, VoidMixin):
     """
     QBO definition: A Payment entity records a payment in QuickBooks. The payment can be
     applied for a particular customer against multiple Invoices and Credit Memos. It can also
@@ -81,24 +81,5 @@ def __init__(self):
         # These fields are for minor version 4
         self.TransactionLocationType = None
 
-    def void(self, qb=None):
-        if not qb:
-            qb = QuickBooks()
-
-        if not self.Id:
-            raise qb.QuickbooksException('Cannot void unsaved object')
-
-        data = {
-            'Id': self.Id,
-            'SyncToken': self.SyncToken,
-            'sparse': True
-        }
-
-        endpoint = self.qbo_object_name.lower()
-        url = "{0}/company/{1}/{2}".format(qb.api_url, qb.company_id, endpoint)
-        results = qb.post(url, json.dumps(data), params={'operation': 'update', 'include': 'void'})
-
-        return results
-
     def __str__(self):
         return str(self.TotalAmt)

quickbooks/objects/salesreceipt.py

@@ -2,11 +2,11 @@
     EmailAddress, QuickbooksTransactionEntity, LinkedTxn
 from .tax import TxnTaxDetail
 from .detailline import DetailLine
-from ..mixins import QuickbooksPdfDownloadable, DeleteMixin
+from ..mixins import QuickbooksPdfDownloadable, DeleteMixin, VoidMixin
 
 
 class SalesReceipt(DeleteMixin, QuickbooksPdfDownloadable, QuickbooksManagedObject,
-                   QuickbooksTransactionEntity, LinkedTxnMixin):
+                   QuickbooksTransactionEntity, LinkedTxnMixin, VoidMixin):
     """
     QBO definition: SalesReceipt represents the sales receipt that is given to a customer.
     A sales receipt is similar to an invoice. However, for a sales receipt, payment is received

setup.py

@@ -10,7 +10,7 @@ def read(*parts):
         return fp.read()
 
 
-VERSION = (0, 9, 4)
+VERSION = (0, 9, 5)
 version = '.'.join(map(str, VERSION))
 
 setup(

tests/integration/test_billpayment.py

@@ -1,5 +1,6 @@
 from datetime import datetime
 
+from quickbooks.objects import AccountBasedExpenseLine, Ref, AccountBasedExpenseLineDetail
 from quickbooks.objects.account import Account
 from quickbooks.objects.bill import Bill
 from quickbooks.objects.billpayment import BillPayment, BillPaymentLine, CheckPayment
@@ -14,12 +15,30 @@ def setUp(self):
         self.account_number = datetime.now().strftime('%d%H%M')
         self.name = "Test Account {0}".format(self.account_number)
 
-    def test_create(self):
+    def create_bill(self, amount):
+        bill = Bill()
+        line = AccountBasedExpenseLine()
+        line.Amount = amount
+        line.DetailType = "AccountBasedExpenseLineDetail"
+
+        account_ref = Ref()
+        account_ref.type = "Account"
+        account_ref.value = 1
+        line.AccountBasedExpenseLineDetail = AccountBasedExpenseLineDetail()
+        line.AccountBasedExpenseLineDetail.AccountRef = account_ref
+        bill.Line.append(line)
+
+        vendor = Vendor.all(max_results=1, qb=self.qb_client)[0]
+        bill.VendorRef = vendor.to_ref()
+
+        return bill.save(qb=self.qb_client)
+
+    def create_bill_payment(self, bill, amount, private_note, pay_type):
         bill_payment = BillPayment()
 
-        bill_payment.PayType = "Check"
-        bill_payment.TotalAmt = 200
-        bill_payment.PrivateNote = "Private Note"
+        bill_payment.PayType = pay_type
+        bill_payment.TotalAmt = amount
+        bill_payment.PrivateNote = private_note
 
         vendor = Vendor.all(max_results=1, qb=self.qb_client)[0]
         bill_payment.VendorRef = vendor.to_ref()
@@ -31,14 +50,18 @@ def test_create(self):
         ap_account = Account.where("AccountSubType = 'AccountsPayable'", qb=self.qb_client)[0]
         bill_payment.APAccountRef = ap_account.to_ref()
 
-        bill = Bill.all(max_results=1, qb=self.qb_client)[0]
-
         line = BillPaymentLine()
         line.LinkedTxn.append(bill.to_linked_txn())
         line.Amount = 200
 
         bill_payment.Line.append(line)
-        bill_payment.save(qb=self.qb_client)
+        return bill_payment.save(qb=self.qb_client)
+
+    def test_create(self):
+        # create new bill for testing, reusing the same bill will cause Line to be empty
+        # and the new bill payment will be voided automatically
+        bill = self.create_bill(amount=200)
+        bill_payment = self.create_bill_payment(bill, 200, "Private Note", "Check")
 
         query_bill_payment = BillPayment.get(bill_payment.Id, qb=self.qb_client)
 
@@ -48,3 +71,16 @@ def test_create(self):
 
         self.assertEqual(len(query_bill_payment.Line), 1)
         self.assertEqual(query_bill_payment.Line[0].Amount, 200.0)
+
+    def test_void(self):
+        bill = self.create_bill(amount=200)
+        bill_payment = self.create_bill_payment(bill, 200, "Private Note", "Check")
+        query_payment = BillPayment.get(bill_payment.Id, qb=self.qb_client)
+        self.assertEqual(query_payment.TotalAmt, 200.0)
+        self.assertNotIn('Voided', query_payment.PrivateNote)
+
+        bill_payment.void(qb=self.qb_client)
+        query_payment = BillPayment.get(bill_payment.Id, qb=self.qb_client)
+
+        self.assertEqual(query_payment.TotalAmt, 0.0)
+        self.assertIn('Voided', query_payment.PrivateNote)

tests/integration/test_invoice.py

@@ -75,3 +75,14 @@ def test_delete(self):
 
         query_invoice = Invoice.filter(Id=invoice_id, qb=self.qb_client)
         self.assertEqual([], query_invoice)
+
+    def test_void(self):
+        customer = Customer.all(max_results=1, qb=self.qb_client)[0]
+        invoice = self.create_invoice(customer)
+        invoice_id = invoice.Id
+        invoice.void(qb=self.qb_client)
+
+        query_invoice = Invoice.get(invoice_id, qb=self.qb_client)
+        self.assertEqual(query_invoice.Balance, 0.0)
+        self.assertEqual(query_invoice.TotalAmt, 0.0)
+        self.assertIn('Voided', query_invoice.PrivateNote)