Quickbooks settings

app/DataMapper/QuickbooksSettings.php

@@ -0,0 +1,36 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2024. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\DataMapper;
+
+/**
+ * QuickbooksSettings.
+ */
+class QuickbooksSettings
+{
+    public string $accessTokenKey;
+
+    public string $refresh_token;
+
+    public string $realmID;
+
+    public int $accessTokenExpiresAt;
+
+    public int $refreshTokenExpiresAt;
+    
+    /** 
+     * entity client,invoice,quote,purchase_order,vendor,payment
+     * sync true/false
+     * update_record true/false
+     * direction push/pull/birection
+     * */
+    public array $settings = [];
+}

app/Models/Company.php

@@ -118,7 +118,7 @@ use Laracasts\Presenter\PresentableTrait;
  * @property string|null $smtp_port
  * @property string|null $smtp_encryption
  * @property string|null $smtp_local_domain
- * @property object|null $quickbooks
+ * @property \App\DataMapper\QuickbooksSettings|null $quickbooks
  * @property boolean $smtp_verify_peer
  * @property-read \App\Models\Account $account
  * @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\Activity> $activities

app/Services/Import/Quickbooks/QuickbooksService.php

@@ -11,9 +11,12 @@
 
 namespace App\Services\Import\Quickbooks;
 
+use App\Factory\ClientFactory;
+use App\Models\Client;
 use App\Models\Company;
 use QuickBooksOnline\API\Core\CoreConstants;
 use QuickBooksOnline\API\DataService\DataService;
+use App\Services\Import\Quickbooks\Transformers\ClientTransformer;
 
 // quickbooks_realm_id
 // quickbooks_refresh_token
@@ -21,12 +24,24 @@ use QuickBooksOnline\API\DataService\DataService;
 class QuickbooksService
 {
     public DataService $sdk;
+    
+    private $entities = [
+        'client' => 'Customer',
+        'invoice' => 'Invoice',
+        'quote' => 'Estimate',
+        'purchase_order' => 'PurchaseOrder',
+        'payment' => 'Payment',
+        'product' => 'Item',
+    ];
 
     private bool $testMode = true;
 
+    private array $settings = [];
+
     public function __construct(private Company $company)
     {
         $this->init();
+        $this->settings = $this->company->quickbooks->settings;
     }
 
     private function init(): self
@@ -64,14 +79,91 @@ class QuickbooksService
         ] : [];
     }
 
-    public function getSdk(): DataService
-    {
-        return $this->sdk;
-    }
-
     public function sdk(): SdkWrapper
     {
         return new SdkWrapper($this->sdk, $this->company);
     }
-    
+        
+    /**
+     * //@todo - refactor to a job
+     *
+     * @return void
+     */
+    public function sync()
+    {
+        //syncable_records.
+
+        foreach($this->entities as $entity)
+        {
+
+            $records = $this->sdk()->fetchRecords($entity);
+
+            $this->processEntitySync($entity, $records);
+            
+
+        }
+
+    }
+
+    private function processEntitySync(string $entity, $records)
+    {
+        match($entity){
+            'client' => $this->syncQbToNinjaClients($records),
+            // 'vendor' => $this->syncQbToNinjaClients($records),
+            // 'invoice' => $this->syncInvoices($records),
+            // 'quote' => $this->syncInvoices($records),
+            // 'purchase_order' => $this->syncInvoices($records),
+            // 'payment' => $this->syncPayment($records), 
+            // 'product' => $this->syncItem($records),
+        };
+    }
+
+    private function syncQbToNinjaClients(array $records)
+    {
+        foreach($records as $record)
+        {
+            $ninja_client_data = new ClientTransformer($record);
+
+            if($client = $this->findClient($ninja_client_data))
+            {
+                $client->fill($ninja_client_data[0]);
+            }
+
+        }
+    }
+
+    private function findClient(array $qb_data)
+    {
+        $client = $qb_data[0];
+        $contact = $qb_data[1];
+        $client_meta = $qb_data[2];
+
+        $search = Client::query()
+                        ->withTrashed()
+                        ->where('company', $this->company->id)
+                        ->where(function ($q) use ($client, $client_meta, $contact){
+
+                            $q->where('client_hash', $client_meta['client_hash'])
+                            ->orWhere('id_number', $client['id_number'])
+                            ->orWhereHas('contacts', function ($q) use ($contact){
+                                $q->where('email', $contact['email']);
+                            });
+
+                        });
+                        
+        if($search->count() == 0) {
+            //new client
+            $client = ClientFactory::create($this->company->id, $this->company->owner()->id);
+            $client->client_hash = $client_meta['client_hash'];
+            $client->settings = $client_meta['settings'];
+
+            return $client;
+        }
+        elseif($search->count() == 1) {
+            // ? sync / update
+        }
+        else {
+            //potentially multiple matching clients?
+        }
+    }
 }

app/Services/Import/Quickbooks/SdkWrapper.php

@@ -154,12 +154,17 @@ class SdkWrapper
         return (int)$this->sdk->Query("select count(*) from $entity");
     }
 
-    private function queryData(string $query, int $start = 1, $limit = 100): array
+    private function queryData(string $query, int $start = 1, $limit = 1000): array
     {
         return (array) $this->sdk->Query($query, $start, $limit);
     }
 
-    public function fetchRecords(string $entity, int $max = 1000): array
+    public function fetchById(string $entity, $id)
+    {   
+        return $this->sdk->FindById($entity, $id);
+    }
+
+    public function fetchRecords(string $entity, int $max = 100000): array
     {
 
         if(!in_array($entity, $this->entities)) {
@@ -168,7 +173,7 @@ class SdkWrapper
 
         $records = [];
         $start = 0;
-        $limit = 100;
+        $limit = 1000;
         try {
             $total = $this->totalRecords($entity);
             $total = min($max, $total);

app/Services/Import/Quickbooks/Transfomers/ClientTransformer.php

@@ -12,61 +12,70 @@
 
 namespace App\Services\Import\Quickbooks\Transformers;
 
+use App\DataMapper\ClientSettings;
+
 /**
  * Class ClientTransformer.
  */
 class ClientTransformer
 {
-    
-    private $fillable = [
-        'name'              => 'CompanyName',
-        'phone'             => 'PrimaryPhone.FreeFormNumber',
-        'country_id'        => 'BillAddr.Country',
-        'state'             => 'BillAddr.CountrySubDivisionCode',
-        'address1'          => 'BillAddr.Line1',
-        'city'              => 'BillAddr.City',
-        'postal_code'       => 'BillAddr.PostalCode',
-        'shipping_country_id' => 'ShipAddr.Country',
-        'shipping_state'    => 'ShipAddr.CountrySubDivisionCode',
-        'shipping_address1' => 'ShipAddr.Line1',
-        'shipping_city'     => 'ShipAddr.City',
-        'shipping_postal_code' => 'ShipAddr.PostalCode',
-        'public_notes'      => 'Notes'
-    ];
 
-    public function __invoke($qb_data)
+    public function __invoke($qb_data): array
     {
         return $this->transform($qb_data);
     }
 
-
+    public function transform($data): array
-    public function transform($data)
     {
-        $transformed_data = [];
-        // Assuming 'customer_name' is equivalent to 'CompanyName'
-        if (isset($data['CompanyName']) && $this->hasClient($data['CompanyName'])) {
-            return false;
-        }
 
-        $transformed_data = $this->preTransform($data);
+        $contact = [
-        $transformed_data['contacts'][0] = $this->getContacts($data)->toArray() + ['company_id' => $this->company->id, 'user_id' => $this->company->owner()->id ];
+            'first_name' => data_get($data, 'GivenName'),
+            'last_name' => data_get($data, 'FamilyName'),
+            'phone' => data_get($data, 'PrimaryPhone.FreeFormNumber'),
+            'email' =>  data_get($data, 'PrimaryEmailAddr.Address'),
+            ];
 
-        return $transformed_data;
+        $client = [
+            'name' => data_get($data,'CompanyName', ''),
+            'address1' => data_get($data, 'BillAddr.Line1', ''),
+            'address2' => data_get($data, 'BillAddr.Line2', ''),
+            'city' => data_get($data, 'BillAddr.City', ''),
+            'country_id' => $this->resolveCountry(data_get($data, 'BillAddr.Country', '')),
+            'state' => data_get($data, 'BillAddr.CountrySubDivisionCode', ''),
+            'postal_code' =>  data_get($data, 'BillAddr.PostalCode', ''),
+            'shipping_address1' => data_get($data, 'ShipAddr.Line1', ''),
+            'shipping_address2' => data_get($data, 'ShipAddr.Line2', ''),
+            'shipping_city' => data_get($data, 'ShipAddr.City', ''),
+            'shipping_country_id' => $this->resolveCountry(data_get($data, 'ShipAddr.Country', '')),
+            'shipping_state' => data_get($data, 'ShipAddr.CountrySubDivisionCode', ''),
+            'shipping_postal_code' =>  data_get($data, 'BillAddr.PostalCode', ''),
+            'id_number' => data_get($data, 'Id', ''),
+        ];
+        
+            $settings = ClientSettings::defaults();
+            $settings->currency_id = (string) $this->resolveCurrency(data_get($data, 'CurrencyRef.value'));
+
+            $new_client_merge = [
+                'client_hash' => data_get($data, 'V4IDPseudonym', \Illuminate\Support\Str::random(32)),
+                'settings' => $settings,
+            ];
+
+        return [$client, $contact, $new_client_merge];
     }
 
-    protected function getContacts($data)
+    private function resolveCountry(string $iso_3_code)
     {
-        return (new ClientContact())->fill([
+        return (string) app('countries')->first(function ($c) use ($iso_3_code){
-                    'first_name'    => $this->getString($data, 'GivenName'),
+            return $c->iso_3166_3 == $iso_3_code;
-                    'last_name'     => $this->getString($data, 'FamilyName'),
+        })->id ?? 840;
-                    'phone'         => $this->getString($data, 'PrimaryPhone.FreeFormNumber'),
-                    'email'         => $this->getString($data, 'PrimaryEmailAddr.Address'),
-                    'company_id' => $this->company->id,
-                    'user_id' => $this->company->owner()->id,
-                    'send_email' => true,
-                ]);
     }
 
+    private function resolveCurrency(string $currency_code)
+    {
+        return (string) app('currencies')->first(function($c) use ($currency_code){
+            return $c->code == $currency_code;
+        }) ?? 'USD';
+    }
 
     public function getShipAddrCountry($data, $field)
     {