/// <summary>
/// Record payment on invoice in QBO
/// </summary>
/// <param name="context"></param>
/// <param name="invoice"></param>
/// <returns>payment</returns>
public static Payment ReceivePayment(ServiceContext context, Invoice invoice)
{
Payment newPayment = new Payment
{
TxnDate = DateTime.Now.Date,
TxnDateSpecified = true,
CustomerRef = invoice.CustomerRef,
PaymentType = PaymentTypeEnum.Cash
};
LinkedTxn linkInvoice = new LinkedTxn
{
TxnId = invoice.Id,
TxnType = TxnTypeEnum.Invoice.ToString()
};
List <LinkedTxn> linkedTxnList = new List <LinkedTxn>
{
linkInvoice
};
Line line = new Line
{
Amount = invoice.TotalAmt,
AmountSpecified = true
};
line.LinkedTxn = linkedTxnList.ToArray();
List <Line> lines = new List <Line>();
lines.Add(line);
newPayment.Line = lines.ToArray();
newPayment.TotalAmt = invoice.TotalAmt;
newPayment.TotalAmtSpecified = true;
Payment apiResponse = QBOHelper.Helper.AddToQBO(context, newPayment);
return(apiResponse);
}
internal static BillPayment CreateBillPayment_CheckPayment()
{
BillPayment billPayment = new BillPayment();
Vendor vendor = new Vendor();
//vendor.DisplayName = "00124a1f-ff2a-41ad-b3f9-8";
vendor.Id = "35";
BillPaymentCheck billPaymentCheck = new BillPaymentCheck();
billPaymentCheck.BankAccountRef = new ReferenceType()
{
//name = "Bank (1091836770)",
Value = "136"
};
CheckPayment checkPayment = new CheckPayment();
checkPayment.AcctNum = "AcctNum" + GetGuid().Substring(0, 5);
checkPayment.BankName = "BankName" + GetGuid().Substring(0, 5);
checkPayment.CheckNum = "CheckNum" + GetGuid().Substring(0, 5);
checkPayment.NameOnAcct = "Name" + GetGuid().Substring(0, 5);
checkPayment.Status = "Status" + GetGuid().Substring(0, 5);
billPaymentCheck.CheckDetail = checkPayment;
PhysicalAddress payeeAddr = new PhysicalAddress();
payeeAddr.Line1 = "Line 1";
payeeAddr.Line2 = "Line 2";
payeeAddr.City = "Mountain View";
payeeAddr.CountrySubDivisionCode = "CA";
payeeAddr.PostalCode = "94043";
billPaymentCheck.PayeeAddr = payeeAddr;
billPaymentCheck.PrintStatus = PrintStatusEnum.NeedToPrint;
billPaymentCheck.PrintStatusSpecified = true;
List <Line> lineList = new List <Line>();
Line line1 = new Line();
//line.LineNum = "LineNum";
//line.Description = "Description";
line1.Amount = 100;
line1.AmountSpecified = true;
List <LinkedTxn> LinkedTxnList1 = new List <LinkedTxn>();
LinkedTxn linkedTxn1 = new LinkedTxn();
linkedTxn1.TxnId = "547";
linkedTxn1.TxnType = TxnTypeEnum.Bill.ToString();
LinkedTxnList1.Add(linkedTxn1);
line1.LinkedTxn = LinkedTxnList1.ToArray();
lineList.Add(line1);
billPayment.AnyIntuitObject = billPaymentCheck;
billPayment.PayType = BillPaymentTypeEnum.Check;
billPayment.PayTypeSpecified = true;
billPayment.Line = lineList.ToArray();
billPayment.TotalAmt = 100;
billPayment.TotalAmtSpecified = true;
billPayment.VendorRef = new ReferenceType()
{
//name = vendor.DisplayName,
Value = vendor.Id
};
return(billPayment);
}
/// <summary>
/// This workflow covers create customer, item, estimate and invoice and updating estimate
/// </summary>
/// <returns></returns>
public async Task <ActionResult> JobsWorkflow()
{
//Make QBO api calls using .Net SDK
if (Session["realmId"] != null)
{
string realmId = Session["realmId"].ToString();
try
{
//Initialize OAuth2RequestValidator and ServiceContext
ServiceContext serviceContext = base.IntializeContext(realmId);
DataService dataService = new DataService(serviceContext);
#region add customer
// Add Customer
Customer customer = new Customer();
String customerName = "Brad Smith";
//Check if the customer already exists
QueryService <Customer> customerQueryService = new QueryService <Customer>(serviceContext);
List <Customer> existingCustomers = customerQueryService.ExecuteIdsQuery($"Select * From Customer WHERE DisplayName='{customerName}'").ToList <Customer>();
if (existingCustomers.Count > 0)
{
//Use the existing customer if already in QuickBooks
customer = existingCustomers[0];
}
else
{
//Create a new customer in QuickBooks
customer.DisplayName = customerName;
customer = dataService.Add(customer);
}
#endregion
#region add item
// Add Item
Item item = new Item();
String itemName = "Hair Bronzing";
//Check if the item already exists
QueryService <Item> itemQueryService = new QueryService <Item>(serviceContext);
List <Item> existingItems = itemQueryService.ExecuteIdsQuery($"Select * From Item WHERE Name='{itemName}'").ToList <Item>();
if (existingItems.Count > 0)
{
//Use the existing item if it already exists
item = existingItems[0];
}
else
{
//Find an account for the new item
Account account = new Account();
String servicesAccountName = "Services Income";
//Check if the item's account already exists
QueryService <Account> serviceAccountQueryService = new QueryService <Account>(serviceContext);
List <Account> existingServiceAccounts = serviceAccountQueryService.ExecuteIdsQuery($"Select * From Account Where Name='{servicesAccountName}'").ToList <Account>();
if (existingServiceAccounts.Count > 0)
{
//Use the existing account if it is already in QuickBooks
account = existingServiceAccounts[0];
}
else
{
//Create a new services account in QuickBooks
account.Name = servicesAccountName;
account.AccountType = AccountTypeEnum.Income;
account.AccountTypeSpecified = true;
account = dataService.Add <Account>(account);
}
//Create a new item in QuickBooks
item.Name = itemName;
item.Type = ItemTypeEnum.Service;
item.TypeSpecified = true;
//Set the item's income account to the service account
item.IncomeAccountRef = new ReferenceType()
{
type = objectNameEnumType.Account.ToString(),
Value = account.Id
};
item = dataService.Add(item);
}
#endregion
#region create estimate
// Create Estimate
Estimate estimate = new Estimate();
estimate.CustomerRef = new ReferenceType()
{
type = objectNameEnumType.Customer.ToString(),
Value = customer.Id
};
List <Line> lineList = new List <Line>();
Line line = new Line();
line.Description = "Wake up with perfect hair!";
line.Amount = new Decimal(9000.00);
line.AmountSpecified = true;
line.DetailType = LineDetailTypeEnum.SalesItemLineDetail;
line.DetailTypeSpecified = true;
line.AnyIntuitObject = new SalesItemLineDetail()
{
ItemRef = new ReferenceType()
{
Value = item.Id
}
};
lineList.Add(line);
estimate.Line = lineList.ToArray();
estimate = dataService.Add <Estimate>(estimate);
#endregion
#region update estimate amount
// Update Amount in Estimate
lineList = estimate.Line.ToList();
foreach (Line estimateLine in lineList)
{
if (estimateLine.DetailType == LineDetailTypeEnum.SalesItemLineDetail)
{
//Find the estimate line to update
if (((SalesItemLineDetail)estimateLine.AnyIntuitObject).ItemRef.Value == item.Id)
{
estimateLine.Amount = 18000;
estimateLine.AmountSpecified = true;
}
}
}
estimate = dataService.Update <Estimate>(estimate);
#endregion
#region convert/link estimate to invoice
// Convert Estimate to Invoice
Invoice invoice = new Invoice();
invoice.CustomerRef = estimate.CustomerRef;
invoice.Line = estimate.Line;
//Include a reference to the Estimate on the new Invoice
LinkedTxn estimateLink = new LinkedTxn()
{
TxnType = "Estimate",
TxnId = estimate.Id
};
invoice.LinkedTxn = new LinkedTxn[] { estimateLink };
invoice = dataService.Add <Invoice>(invoice);
// Update Invoice to add $5 Discount
Account discountAccount = new Account();
String discountAccountName = "Discounts given";
//Check if the discount account already exists
QueryService <Account> discountAccountQueryService = new QueryService <Account>(serviceContext);
List <Account> existingDiscountAccounts = discountAccountQueryService.ExecuteIdsQuery($"Select * From Account Where Name='{discountAccountName}'").ToList <Account>();
if (existingDiscountAccounts.Count > 0)
{
//Use the existing discount account if it is already in QuickBooks
discountAccount = existingDiscountAccounts[0];
}
else
{
//Create a new discount account in QuickBooks
discountAccount.Name = discountAccountName;
discountAccount.AccountSubType = AccountSubTypeEnum.DiscountsRefundsGiven.ToString();
discountAccount.SubAccountSpecified = true;
discountAccount = dataService.Add <Account>(discountAccount);
}
lineList = invoice.Line.ToList();
line = new Line();
line.Amount = new Decimal(5.00);
line.AmountSpecified = true;
line.DetailType = LineDetailTypeEnum.DiscountLineDetail;
line.DetailTypeSpecified = true;
//Use the discount account on a new invoice line
line.AnyIntuitObject = new DiscountLineDetail()
{
PercentBased = false,
PercentBasedSpecified = true,
DiscountAccountRef = new ReferenceType()
{
Value = discountAccount.Id
}
};
//Add the new discount line to the invoice
lineList.Add(line);
invoice.Line = lineList.ToArray();
//Set DepositSpecified explicity to false, as it may not be supported by all QBO SKUs
invoice.DepositSpecified = false;
invoice = dataService.Update <Invoice>(invoice);
#endregion
return(View("Index", (object)("QBO API calls Success!")));
}
catch (Exception ex)
{
return(View("Index", (object)"QBO API calls Failed!"));
}
}
else
{
return(View("Index", (object)"QBO API call Failed!"));
}
}
public JsonResult MakePaymentData(PaymentModel objPaymentModel, PaymentModel ObjData)
{
eTracLoginModel ObjLoginModel = null;
long Vendor = 0;
var result = "";
var resultPayment = new BillPayment();
if (Session["eTrac"] != null)
{
ObjLoginModel = (eTracLoginModel)(Session["eTrac"]);
}
try
{
if (objPaymentModel != null && ObjData != null)
{
objPaymentModel.UserId = ObjLoginModel.UserId;
string realmId = CallbackController.RealMId.ToString(); // Session["realmId"].ToString();
try
{
if (realmId != null)
{
string AccessToken = CallbackController.AccessToken.ToString(); //Session["access_token"].ToString();
var principal = User as ClaimsPrincipal;
OAuth2RequestValidator oauthValidator = new OAuth2RequestValidator(AccessToken);
// Create a ServiceContext with Auth tokens and realmId
ServiceContext serviceContext = new ServiceContext(realmId, IntuitServicesType.QBO, oauthValidator);
serviceContext.IppConfiguration.MinorVersion.Qbo = "23";
DataService commonServiceQBO = new DataService(serviceContext);
// Create a QuickBooks QueryService using ServiceContext
QueryService <Vendor> querySvc = new QueryService <Vendor>(serviceContext);
List <Vendor> vendorList = querySvc.ExecuteIdsQuery("SELECT * FROM Vendor MaxResults 1000").ToList();
QueryService <Account> querySvcAccount = new QueryService <Account>(serviceContext);
List <Account> accountData = querySvcAccount.ExecuteIdsQuery("SELECT * FROM Account MaxResults 1000").ToList();
var VendorDetails = _IVendorManagement.GetCompanyQuickBookId(Convert.ToInt64(ObjData.VendorId));
//var getAccountDetails = _IVendorManagement.GetAccountDetailsByVendorId(Convert.ToInt64(objPaymentModel.OpeartorCAD_Id)); // (Convert.ToInt64(ObjData.VendorId));
var getAccountDetails = _IVendorManagement.GetAccountDetailsByVendorId(Convert.ToInt64(objPaymentModel.CompanyAccountId)); // (Convert.ToInt64(ObjData.VendorId));
var getBill = _IBillDataManager.GetBillQBKId(Convert.ToInt64(ObjData.BillNo));
QueryService <Bill> querySvcBill = new QueryService <Bill>(serviceContext);
List <Bill> billData = querySvcBill.ExecuteIdsQuery("SELECT * FROM Bill MaxResults 1000").ToList();
var bill = billData.Where(x => x.Id == getBill.ToString()).FirstOrDefault();
// var vendorData = vendorList.Where(x => x.Id == "64").FirstOrDefault();
var payment = new BillPayment();
//Vendor Reference
var reference = new ReferenceType();
var accountRef = new AccountBasedExpenseLineDetail();
var billPaymentCheck = new BillPaymentCheck();
var billPaymentCredit = new BillPaymentCreditCard();
var line = new Line();
var lineList = new List <Line>();
if (VendorDetails > 0)
{
var vendorData = vendorList.Where(x => x.Id == VendorDetails.ToString()).FirstOrDefault();
//Vendor Reference
payment.VendorRef = new ReferenceType()
{
name = vendorData.DisplayName,
Value = vendorData.Id
};
}
line.LineNum = "1";
var any = new IntuitAnyType();
if (getAccountDetails != null)
{
var ayintuit = new IntuitAnyType();
var accountsDetails = accountData.Where(x => x.Id == getAccountDetails.QuickbookAcountId.ToString()).FirstOrDefault();//getAccountDetails.QuickbookAcountId.ToString()
if (ObjData.PaymentMode == "Wired")
{
payment.PayType = BillPaymentTypeEnum.CreditCard;
var CCD = new CreditCardPayment();
billPaymentCredit.CCAccountRef = new ReferenceType()
{
name = accountsDetails.Name,
Value = accountsDetails.Id,
};
payment.AnyIntuitObject = billPaymentCredit;
}
else if (ObjData.PaymentMode == "Card")
{
payment.PayType = BillPaymentTypeEnum.CreditCard;
var CCD = new CreditCardPayment();
billPaymentCredit.CCAccountRef = new ReferenceType()
{
name = accountsDetails.Name,
Value = accountsDetails.Id,
};
payment.AnyIntuitObject = billPaymentCredit;
}
else if (ObjData.PaymentMode == "Check")
{
var checking = new CheckPayment();
payment.PayType = BillPaymentTypeEnum.Check;
billPaymentCheck.BankAccountRef = new ReferenceType()
{
name = accountsDetails.Name,
Value = accountsDetails.Id
};
billPaymentCheck.PrintStatus = PrintStatusEnum.NeedToPrint;
payment.AnyIntuitObject = billPaymentCheck;
}
}
payment.APAccountRef = new ReferenceType()
{
name = "Accounts Payable (A/P)",
Value = "33"
};
QueryService <Department> querySvcDept = new QueryService <Department>(serviceContext);
var LocationName = _IBillDataManager.GetLocationDataByLocId(Convert.ToInt64(ObjData.LocationId));
payment.DepartmentRef = new ReferenceType()
{
name = LocationName.LocationName,
Value = LocationName.QBK_Id.ToString()
};
line.Amount = Convert.ToDecimal(ObjData.BillAmount);
line.AmountSpecified = true;
var linkedlist = new List <LinkedTxn>();
var linked = new LinkedTxn();
linked.TxnId = bill.Id;
linked.TxnType = "Bill";
linkedlist.Add(linked);
line.LinkedTxn = linkedlist.ToArray();
line.DetailType = LineDetailTypeEnum.PaymentLineDetail;
lineList.Add(line);
payment.Line = lineList.ToArray();
//payment.PayType = BillPaymentTypeEnum.CreditCard;
payment.PayTypeSpecified = true;
payment.TotalAmt = Convert.ToDecimal(ObjData.BillAmount);
payment.TotalAmtSpecified = true;
var metaData = new ModificationMetaData();
metaData.CreateTime = Convert.ToDateTime(ObjData.BillDate);
payment.MetaData = metaData;
payment.PayTypeSpecified = true;
resultPayment = commonServiceQBO.Add(payment) as BillPayment;
//To close PO after Payment. Update Payment in Quickbook.
QueryService <PurchaseOrder> querySvcPO = new QueryService <PurchaseOrder>(serviceContext);
List <PurchaseOrder> POList = querySvcPO.ExecuteIdsQuery("SELECT * FROM PurchaseOrder MaxResults 1000").ToList();
if (ObjData.BillType == "PO")
{
var getPOQData = _IPaymentManager.GetPODetails(objPaymentModel, ObjData);
if (getPOQData.QuickBookPOId > 0)
{
var data = POList.Where(x => x.Id == getPOQData.QuickBookPOId.ToString()).FirstOrDefault();
data.POStatus = PurchaseOrderStatusEnum.Closed;
var update = commonServiceQBO.Update(data) as PurchaseOrder;
}
}
}
else
{
ViewBag.Message = CommonMessage.FailureMessage();
result = CommonMessage.FailureMessage();
ViewBag.AlertMessageClass = ObjAlertMessageClass.Danger;
return(Json(result, JsonRequestBehavior.AllowGet));
}
}
catch (Exception ex)
{
ViewBag.Message = ex.Message;
ViewBag.AlertMessageClass = ObjAlertMessageClass.Danger;
}
result = _IPaymentManager.MakePayment(objPaymentModel, ObjData);
if (result != null)
{
return(Json(result, JsonRequestBehavior.AllowGet));
}
else
{
ViewBag.Message = CommonMessage.FailureMessage();
ViewBag.AlertMessageClass = ObjAlertMessageClass.Danger;
return(Json(result, JsonRequestBehavior.AllowGet));
}
}
else
{
ViewBag.Message = CommonMessage.FailureMessage();
ViewBag.AlertMessageClass = ObjAlertMessageClass.Danger;
}
}
catch (Exception ex)
{
return(Json(ex.Message, JsonRequestBehavior.AllowGet));
}
//return null;
return(Json(result, JsonRequestBehavior.AllowGet));
}
/*
* Create a BillPayment.
* A BillPayment object represents the payment transaction for a bill that the business owner receives from a vendor for goods or services purchased from the vendor.
* QuickBooks Online supports bill payments through a credit card or a checking account.
*/
private static BillPayment CreateBillPaymentCreditCard(ServiceContext serviceContext, Vendor vendor, Bill bill)
{
DataService dataService = new DataService(serviceContext);
QueryService <Account> accountQuerySvc = new QueryService <Account>(serviceContext);
//Create a bill payment and associate it to the vendor. Add VendorCredit
BillPayment billPayment = new BillPayment();
billPayment.PayType = BillPaymentTypeEnum.Check;
billPayment.PayTypeSpecified = true;
billPayment.TotalAmt = 300;
billPayment.TotalAmtSpecified = true;
billPayment.TxnDate = DateTime.UtcNow.Date;
billPayment.TxnDateSpecified = true;
billPayment.PrivateNote = "PrivateNote";
billPayment.VendorRef = new ReferenceType()
{
name = vendor.DisplayName,
type = "Vendor",
Value = vendor.Id
};
#region create bank account
//Create a Bank Account of type Credit Card. The bill payment will be via this account. If not present create a credit card account
Account bankAccount = accountQuerySvc.ExecuteIdsQuery("SELECT * FROM Account WHERE AccountType='Credit Card' AND Classification='Liability'").FirstOrDefault();
if (bankAccount == null)
{
Account accountb = new Account();
String guid = Guid.NewGuid().ToString("N");
accountb.Name = "Name_" + guid;
// accountb.FullyQualifiedName = bankAccount.Name;
accountb.Classification = AccountClassificationEnum.Liability;
accountb.ClassificationSpecified = true;
accountb.AccountType = AccountTypeEnum.CreditCard;
accountb.AccountTypeSpecified = true;
accountb.CurrencyRef = new ReferenceType()
{
name = "United States Dollar",
Value = "USD"
};
bankAccount = dataService.Add <Account>(accountb);
}
#endregion
BillPaymentCreditCard billPaymentCreditCard = new BillPaymentCreditCard();
billPaymentCreditCard.CCAccountRef = new ReferenceType()
{
name = bankAccount.Name,
Value = bankAccount.Id
};
CreditCardPayment creditCardPayment = new CreditCardPayment();
creditCardPayment.CreditChargeInfo = new CreditChargeInfo()
{
Amount = new Decimal(10.00),
AmountSpecified = true,
Number = "124124124",
NameOnAcct = bankAccount.Name,
CcExpiryMonth = 10,
CcExpiryMonthSpecified = true,
CcExpiryYear = 2015,
CcExpiryYearSpecified = true,
BillAddrStreet = "BillAddrStreetba7cca47",
PostalCode = "560045",
CommercialCardCode = "CardCodeba7cca47",
CCTxnMode = CCTxnModeEnum.CardPresent,
CCTxnType = CCTxnTypeEnum.Charge
};
billPaymentCreditCard.CCDetail = creditCardPayment;
billPayment.AnyIntuitObject = billPaymentCreditCard;
//Create a line and it to the BillPayment
List <Line> lineList = new List <Line>();
Line line1 = new Line();
line1.Amount = bill.TotalAmt;
line1.AmountSpecified = true;
List <LinkedTxn> LinkedTxnList1 = new List <LinkedTxn>();
LinkedTxn linkedTxn1 = new LinkedTxn();
linkedTxn1.TxnId = bill.Id;
linkedTxn1.TxnType = TxnTypeEnum.Bill.ToString();
LinkedTxnList1.Add(linkedTxn1);
line1.LinkedTxn = LinkedTxnList1.ToArray();
lineList.Add(line1);
Line line = new Line();
line.Amount = 300;
line.AmountSpecified = true;
List <LinkedTxn> LinkedTxnList = new List <LinkedTxn>();
LinkedTxn linkedTxn = new LinkedTxn();
linkedTxn.TxnId = bill.Id;
linkedTxn.TxnType = TxnTypeEnum.VendorCredit.ToString();
LinkedTxnList.Add(linkedTxn);
line.LinkedTxn = LinkedTxnList.ToArray();
lineList.Add(line);
billPayment.Line = lineList.ToArray();
BillPayment billPaymentAdded = dataService.Add <BillPayment>(billPayment);
return(billPaymentAdded);
}