private ESRI.ArcLogistics.DomainObjects.Order MakeOrderFromInvoice(IInvoiceRet invoiceRet, QBSessionManager session) { ESRI.ArcLogistics.DomainObjects.Order resultOrder = null; ICustomerRet customerRet = QueryCustomer(session, invoiceRet.CustomerRef.FullName.GetValue()); CapacitiesInfo capInfo = m_application.Project.CapacitiesInfo; OrderCustomPropertiesInfo propInfo = m_application.Project.OrderCustomPropertiesInfo; resultOrder = new ESRI.ArcLogistics.DomainObjects.Order(capInfo, propInfo); resultOrder.PlannedDate = m_application.CurrentDate; if (customerRet.ParentRef != null) { resultOrder.Name = customerRet.ParentRef.FullName.GetValue(); } else { resultOrder.Name = customerRet.FullName.GetValue(); } IAddress useAddress = null; if (customerRet.ShipAddress != null) { useAddress = customerRet.ShipAddress; } else if (customerRet.BillAddress != null) { useAddress = customerRet.BillAddress; } else { m_application.Messenger.AddWarning("No address for: " + resultOrder.Name); } if (useAddress != null) { if (useAddress.Addr2 != null) { resultOrder.Address.AddressLine = useAddress.Addr2.GetValue(); } else { resultOrder.Address.AddressLine = useAddress.Addr1.GetValue(); } resultOrder.Address.Locality3 = useAddress.City.GetValue(); resultOrder.Address.StateProvince = useAddress.State.GetValue(); resultOrder.Address.PostalCode1 = useAddress.PostalCode.GetValue(); AddressCandidate candidate = m_application.Geocoder.Geocode(resultOrder.Address); resultOrder.GeoLocation = candidate.GeoLocation; } // Look in the order custom properties for matching invoice detail items (by item description). // Look in the order capacities for matching item type custom fields. OrderCustomPropertiesInfo orderPropertiesInfo = resultOrder.CustomPropertiesInfo; OrderCustomProperties orderProperties = resultOrder.CustomProperties; CapacitiesInfo orderCapacitiesInfo = resultOrder.CapacitiesInfo; Capacities orderCapacities = resultOrder.Capacities; // Retrieve invoice line list // Each line can be either InvoiceLineRet OR InvoiceLineGroupRet IORInvoiceLineRetList orInvoiceLineRetList = invoiceRet.ORInvoiceLineRetList; if (orInvoiceLineRetList != null && (orderProperties.Count > 0 || orderCapacities.Count > 0)) { int lineCount = orInvoiceLineRetList.Count; for (int i = 0; i < lineCount; i++) { IORInvoiceLineRet orInvoiceLineRet = orInvoiceLineRetList.GetAt(i); // Check what to retrieve from the orInvoiceLineRet object // based on the "ortype" property. Skip summary lines. if (orInvoiceLineRet.ortype != ENORInvoiceLineRet.orilrInvoiceLineRet) { continue; } if (orInvoiceLineRet.InvoiceLineRet.ItemRef.FullName != null) { string itemName = orInvoiceLineRet.InvoiceLineRet.ItemRef.FullName.GetValue(); double itemQuantity = 0; if (orInvoiceLineRet.InvoiceLineRet.ItemRef != null) { itemQuantity = System.Convert.ToDouble(orInvoiceLineRet.InvoiceLineRet.Quantity.GetValue()); } // look for matching custom order property OrderCustomProperty orderPropertyInfoItem = null; for (int j = 0; j < orderPropertiesInfo.Count; j++) { orderPropertyInfoItem = orderPropertiesInfo.ElementAt(j) as OrderCustomProperty; if (orderPropertyInfoItem.Name == itemName) { if (orderPropertyInfoItem.Type == OrderCustomPropertyType.Numeric) { orderProperties[j] = itemQuantity; } else { orderProperties[j] = itemQuantity.ToString(); } break; } } // look for matching capacity // need to lookup item record so we get the extra field(s) // TODO: It might be a good idea to cache these locally to avoid // excess QB queries. IORItemRet orItemRet = QueryItem(session, itemName); IDataExtRetList custItemFieldsRetList = null; switch (orItemRet.ortype) { case ENORItemRet.orirItemServiceRet: { // orir prefix comes from OR + Item + Ret IItemServiceRet ItemServiceRet = orItemRet.ItemServiceRet; custItemFieldsRetList = ItemServiceRet.DataExtRetList; } break; case ENORItemRet.orirItemInventoryRet: { IItemInventoryRet ItemInventoryRet = orItemRet.ItemInventoryRet; custItemFieldsRetList = ItemInventoryRet.DataExtRetList; } break; case ENORItemRet.orirItemNonInventoryRet: { IItemNonInventoryRet ItemNonInventoryRet = orItemRet.ItemNonInventoryRet; custItemFieldsRetList = ItemNonInventoryRet.DataExtRetList; } break; } int custItemFieldCount = 0; if (custItemFieldsRetList != null) { custItemFieldCount = custItemFieldsRetList.Count; } for (int j = 0; j < custItemFieldCount; j++) { IDataExtRet custItemField = custItemFieldsRetList.GetAt(j); string custItemFieldName = custItemField.DataExtName.GetValue(); CapacityInfo orderCapacityInfoItem = null; for (int k = 0; k < orderCapacitiesInfo.Count; k++) { orderCapacityInfoItem = orderCapacitiesInfo.ElementAt(k); if (orderCapacityInfoItem.Name == custItemFieldName) { orderCapacities[k] += System.Convert.ToDouble(custItemField.DataExtValue.GetValue()) * itemQuantity; break; } } } } } } resultOrder.CustomProperties = orderProperties; resultOrder.Capacities = orderCapacities; return(resultOrder); }
public IList <Invoice> GetInvoiceDetail(DateTime fromDate, DateTime toDate) { bool sessionBegun = false; QBSessionManager sessionManager = null; var invoices = new List <Invoice>(); sessionManager = new QBSessionManager(); IMsgSetRequest requestMsgSet = null; try { //Connect to QuickBooks and begin a session sessionManager.OpenConnection("", "GenerateInvoiceSummary"); //connectionOpen = true; sessionManager.BeginSession("", ENOpenMode.omDontCare); sessionBegun = true; //Create the message set request object to hold our request requestMsgSet = sessionManager.CreateMsgSetRequest("US", 13, 0); requestMsgSet.Attributes.OnError = ENRqOnError.roeContinue; IInvoiceQuery invoiceQueryRq = requestMsgSet.AppendInvoiceQueryRq(); // all invoices modified in the month of August 2016 // get all invoices for the month of august 2016 invoiceQueryRq.ORInvoiceQuery.InvoiceFilter.ORDateRangeFilter.TxnDateRangeFilter.ORTxnDateRangeFilter.TxnDateFilter.FromTxnDate.SetValue(fromDate); invoiceQueryRq.ORInvoiceQuery.InvoiceFilter.ORDateRangeFilter.TxnDateRangeFilter.ORTxnDateRangeFilter.TxnDateFilter.ToTxnDate.SetValue(toDate); // invoiceQueryRq.ORInvoiceQuery.InvoiceFilter.ORDateRangeFilter.ModifiedDateRangeFilter.FromModifiedDate.SetValue(new DateTime(2017, 12, 1), true); // invoiceQueryRq.ORInvoiceQuery.InvoiceFilter.ORDateRangeFilter.ModifiedDateRangeFilter.ToModifiedDate.SetValue(new DateTime(2017, 12, 31), true); invoiceQueryRq.IncludeLineItems.SetValue(true); //Send the request and get the response from QuickBooks IMsgSetResponse responseMsgSet = sessionManager.DoRequests(requestMsgSet); IResponse response = responseMsgSet.ResponseList.GetAt(0); IInvoiceRetList invoiceRetList = (IInvoiceRetList)response.Detail; Console.WriteLine($"Invoices found: {invoiceRetList.Count}"); if (invoiceRetList != null) { for (int i = 0; i < invoiceRetList.Count; i++) { IInvoiceRet invoiceRet = invoiceRetList.GetAt(i); var invoice = new Invoice { QuickBooksID = invoiceRet.TxnID.GetValue(), EditSequence = invoiceRet.EditSequence.GetValue(), InvoiceNumber = invoiceRet.RefNumber?.GetValue(), InvoiceDate = invoiceRet.TimeCreated?.GetValue(), Memo = invoiceRet.Memo?.GetValue(), JobNumber = invoiceRet.Other?.GetValue(), CustomerName = invoiceRet.CustomerRef.FullName?.GetValue(), Amount = invoiceRet.BalanceRemaining?.GetValue() }; if (invoice.Amount == 0) { invoice.Amount = invoiceRet.Subtotal?.GetValue(); } var customerListId = invoiceRet.CustomerRef?.ListID?.GetValue(); if (customerListId != null) { // Console.WriteLine($"{i}\tInv:{invoice.InvoiceNumber}, Job: {invoice.JobNumber}, Name:{invoice.CustomerName}"); requestMsgSet.ClearRequests(); ICustomerQuery customerQueryRq = requestMsgSet.AppendCustomerQueryRq(); customerQueryRq.ORCustomerListQuery.ListIDList.Add(customerListId); //Send the request and get the response from QuickBooks responseMsgSet = sessionManager.DoRequests(requestMsgSet); response = responseMsgSet.ResponseList.GetAt(0); ICustomerRetList customerRetList = (ICustomerRetList)response.Detail; ICustomerRet customerRet = customerRetList.GetAt(0); invoice.Customer = new Customer { Name = customerRet.Name?.GetValue(), QuickBooksID = customerRet.ListID?.GetValue(), EditSequence = customerRet.EditSequence?.GetValue(), FullName = customerRet.FullName?.GetValue(), CompanyName = customerRet.CompanyName?.GetValue(), }; // Console.WriteLine($"{i}\t{invoice.Customer.Name}\t{invoice.Customer.FullName}\t{invoice.Customer.CompanyName}"); // Console.WriteLine($"{i}\t\tInvoice detail starts"); if (invoiceRet.ORInvoiceLineRetList != null) { invoice.Description = ""; if (invoiceRet.ORInvoiceLineRetList.Count > 0) { try { IORInvoiceLineRet orInvoiceLineRet = invoiceRet.ORInvoiceLineRetList.GetAt(1); invoice.Description = orInvoiceLineRet?.InvoiceLineRet?.Desc?.GetValue(); if (string.IsNullOrEmpty(invoice.Description)) { orInvoiceLineRet = invoiceRet.ORInvoiceLineRetList.GetAt(0); invoice.Description = orInvoiceLineRet?.InvoiceLineRet?.Desc?.GetValue(); } } catch (Exception ex) { Console.WriteLine(ex.Message); try { IORInvoiceLineRet orInvoiceLineRet = invoiceRet.ORInvoiceLineRetList.GetAt(0); invoice.Description = orInvoiceLineRet?.InvoiceLineRet?.Desc?.GetValue(); } catch (Exception ex2) { Console.WriteLine(ex2.Message); } } Console.WriteLine($"{invoice.InvoiceNumber}\t{invoice.Amount} \t{invoice.JobNumber}\t{invoice.Description}"); } // Console.WriteLine($"InvoiceList Count: {invoiceRet.ORInvoiceLineRetList.Count}"); /* * for (int j = 0; j < invoiceRet.ORInvoiceLineRetList.Count; j++) * { * IORInvoiceLineRet orInvoiceLineRet = invoiceRet.ORInvoiceLineRetList.GetAt(j); * * * if (orInvoiceLineRet != null && orInvoiceLineRet.InvoiceLineRet != null) * { * var invoiceItem = new InvoiceItem * { * Amount = orInvoiceLineRet.InvoiceLineRet.Amount?.GetValue(), * QuickBooksID = orInvoiceLineRet.InvoiceLineRet.TxnLineID?.GetValue() * }; * * requestMsgSet.ClearRequests(); * IItemQuery itemQueryRq = requestMsgSet.AppendItemQueryRq(); * itemQueryRq.ORListQuery.ListIDList.Add(orInvoiceLineRet.InvoiceLineRet.ItemRef?.ListID?.GetValue()); * * //Send the request and get the response from QuickBooks * responseMsgSet = sessionManager.DoRequests(requestMsgSet); * response = responseMsgSet.ResponseList.GetAt(0); * IORItemRetList itemRetList = (IORItemRetList)response.Detail; * // Console.WriteLine($"ItemRetList.Count: {itemRetList.Count}"); * * IORItemRet itemRet = itemRetList.GetAt(0); * var ortype = itemRet.ortype; * if (itemRet.ItemInventoryRet != null) * { * IItemInventoryRet itemInventoryRet = itemRet.ItemInventoryRet; * * var item = new Item * { * Name = itemInventoryRet.Name?.GetValue(), * Description = itemInventoryRet.SalesDesc?.GetValue(), * Rate = itemInventoryRet.SalesPrice?.GetValue(), * ItemType = ortype.ToString(), * QuickBooksID = itemInventoryRet.ListID?.GetValue(), * EditSequence = itemInventoryRet.EditSequence?.GetValue() * * }; * if (string.IsNullOrEmpty(item.Name)) * { * item.Name = itemInventoryRet.FullName?.GetValue(); * } * * invoiceItem.Item = item; * } * else if (itemRet.ItemServiceRet != null) * { * IItemServiceRet itemServiceRet = itemRet.ItemServiceRet; * * var item = new Item * { * Name = itemServiceRet.Name.GetValue(), * Description = itemServiceRet.ORSalesPurchase.SalesOrPurchase.Desc?.GetValue(), * Rate = itemServiceRet.ORSalesPurchase.SalesOrPurchase.ORPrice.Price?.GetValue(), * //ItemType = ItemType.Service, * ItemType = ortype.ToString(), * QuickBooksID = itemServiceRet.ListID?.GetValue(), * EditSequence = itemServiceRet.EditSequence?.GetValue(), * // FullName = itemServiceRet.ToString() * }; * if (string.IsNullOrEmpty(item.Name)) * { * item.Name = itemServiceRet.FullName?.GetValue(); * } * invoiceItem.Item = item; * } * else if (itemRet.ItemOtherChargeRet != null) * { * IItemOtherChargeRet itemOtherChargeRet = itemRet.ItemOtherChargeRet; * var item = new Item * { * Name = itemOtherChargeRet.Name?.GetValue(), * Description = itemOtherChargeRet.ORSalesPurchase.SalesOrPurchase.Desc?.GetValue(), * Rate = itemOtherChargeRet.ORSalesPurchase.SalesOrPurchase.ORPrice.Price?.GetValue(), * ItemType = ortype.ToString() * * }; * if (string.IsNullOrEmpty(item.Name)) * { * item.Name = itemOtherChargeRet.FullName?.GetValue(); * } * invoiceItem.Item = item; * } * else if (itemRet.ItemNonInventoryRet != null) * { * IItemNonInventoryRet itemNonInventoryRet = itemRet.ItemNonInventoryRet; * var item = new Item * { * Name = itemNonInventoryRet.Name?.GetValue(), * Description = itemNonInventoryRet.ORSalesPurchase.SalesOrPurchase.Desc?.GetValue(), * ItemType = ortype.ToString() * * }; * if (string.IsNullOrEmpty(item.Name)) * { * item.Name = itemNonInventoryRet.FullName?.GetValue(); * } * invoiceItem.Item = item; * } * Console.WriteLine($"{invoiceItem.Item.FullName}\t{invoice.InvoiceNumber}\t{invoiceItem.Amount}\t{invoiceItem.Item.Description}"); * invoice.InvoiceItems.Add(invoiceItem); * * } * } */ } } invoices.Add(invoice); } } if (requestMsgSet != null) { Marshal.FinalReleaseComObject(requestMsgSet); } sessionManager.EndSession(); sessionBegun = false; sessionManager.CloseConnection(); } catch (Exception ex) { Console.WriteLine(ex.Message.ToString() + "\nStack Trace: \n" + ex.StackTrace + "\nExiting the application"); if (requestMsgSet != null) { Marshal.FinalReleaseComObject(requestMsgSet); } if (sessionBegun) { sessionManager.EndSession(); sessionManager.CloseConnection(); } } return(invoices); }
public static void DoQbXml() { bool sessionBegun = false; bool connectionOpen = false; QBSessionManager sessionManager = null; sessionManager = new QBSessionManager(); //Connect to QuickBooks and begin a session sessionManager.OpenConnection("", "GenerateInvoicePDFs"); connectionOpen = true; sessionManager.BeginSession("", ENOpenMode.omDontCare); sessionBegun = true; //Create the message set request object to hold our request IMsgSetRequest requestMsgSet = sessionManager.CreateMsgSetRequest("US", 13, 0); requestMsgSet.Attributes.OnError = ENRqOnError.roeContinue; IInvoiceQuery invoiceQueryRq = requestMsgSet.AppendInvoiceQueryRq(); invoiceQueryRq.IncludeLineItems.SetValue(true); //Send the request and get the response from QuickBooks IMsgSetResponse responseMsgSet = sessionManager.DoRequests(requestMsgSet); IResponse response = responseMsgSet.ResponseList.GetAt(0); IInvoiceRetList invoiceRetList = (IInvoiceRetList)response.Detail; var invoices = new List <Invoice>(); if (invoiceRetList != null) { for (int i = 0; i < invoiceRetList.Count; i++) { IInvoiceRet invoiceRet = invoiceRetList.GetAt(i); var invoice = new Invoice { QuickBooksID = invoiceRet.TxnID.GetValue(), EditSequence = invoiceRet.EditSequence.GetValue(), InvoiceNumber = invoiceRet.RefNumber?.GetValue(), Memo = invoiceRet.Memo?.GetValue(), JobNumber = invoiceRet.Other?.GetValue() }; Console.WriteLine($"INv:{invoice.InvoiceNumber}, EditSequence: {invoice.JobNumber}"); requestMsgSet.ClearRequests(); ICustomerQuery customerQueryRq = requestMsgSet.AppendCustomerQueryRq(); customerQueryRq.ORCustomerListQuery.ListIDList.Add(invoiceRet.CustomerRef.ListID.GetValue()); //Send the request and get the response from QuickBooks responseMsgSet = sessionManager.DoRequests(requestMsgSet); response = responseMsgSet.ResponseList.GetAt(0); ICustomerRetList customerRetList = (ICustomerRetList)response.Detail; ICustomerRet customerRet = customerRetList.GetAt(0); if (i > 200) { return; } invoice.Customer = new Customer { Name = customerRet.Name.GetValue(), QuickBooksID = customerRet.ListID.GetValue(), EditSequence = customerRet.EditSequence.GetValue() }; if (invoiceRet.ORInvoiceLineRetList != null) { for (int j = 0; j < invoiceRet.ORInvoiceLineRetList.Count; j++) { IORInvoiceLineRet ORInvoiceLineRet = invoiceRet.ORInvoiceLineRetList.GetAt(j); try { var invoiceItem = new InvoiceItem { Amount = ORInvoiceLineRet.InvoiceLineRet.Amount.GetValue(), QuickBooksID = ORInvoiceLineRet.InvoiceLineRet.TxnLineID.GetValue() }; requestMsgSet.ClearRequests(); IItemQuery itemQueryRq = requestMsgSet.AppendItemQueryRq(); itemQueryRq.ORListQuery.ListIDList.Add(ORInvoiceLineRet.InvoiceLineRet.ItemRef.ListID.GetValue()); //Send the request and get the response from QuickBooks responseMsgSet = sessionManager.DoRequests(requestMsgSet); response = responseMsgSet.ResponseList.GetAt(0); IORItemRetList itemRetList = (IORItemRetList)response.Detail; IORItemRet itemRet = itemRetList.GetAt(0); if (itemRet.ItemInventoryRet != null) { IItemInventoryRet itemInventoryRet = itemRet.ItemInventoryRet; var item = new Item { Name = itemInventoryRet.Name.GetValue(), Description = itemInventoryRet.SalesDesc.GetValue(), Rate = itemInventoryRet.SalesPrice.GetValue(), //ItemType = ItemType.Inventory, QuickBooksID = itemInventoryRet.ListID.GetValue(), EditSequence = itemInventoryRet.EditSequence.GetValue() }; invoiceItem.Item = item; } else if (itemRet.ItemServiceRet != null) { IItemServiceRet itemServiceRet = itemRet.ItemServiceRet; var item = new Item { Name = itemServiceRet.Name.GetValue(), Description = itemServiceRet.ORSalesPurchase.SalesOrPurchase.Desc.GetValue(), Rate = itemServiceRet.ORSalesPurchase.SalesOrPurchase.ORPrice.Price.GetValue(), //ItemType = ItemType.Service, QuickBooksID = itemServiceRet.ListID.GetValue(), EditSequence = itemServiceRet.EditSequence.GetValue() }; invoiceItem.Item = item; } invoice.InvoiceItems.Add(invoiceItem); } catch (Exception ex) { Console.WriteLine(invoice.Customer.Name); throw; } } } invoices.Add(invoice); } } }
public Invoice Populate(string invoiceNumber) { IMsgSetRequest requestMsgSet = _MySessionManager.CreateMsgSetRequest("US", 13, 0); IInvoiceQuery invoiceQuery = requestMsgSet.AppendInvoiceQueryRq(); invoiceQuery.ORInvoiceQuery.RefNumberList.Add(invoiceNumber); invoiceQuery.IncludeLineItems.SetValue(true); IMsgSetResponse responseMsgSet = _MySessionManager.DoRequests(requestMsgSet); IResponseList rsList = responseMsgSet.ResponseList; IResponse response = rsList.GetAt(0); IInvoiceRetList InvoiceList = (IInvoiceRetList)response.Detail; if (InvoiceList == null) { throw new Exception("Invoice not found."); } try { IInvoiceRet QBInvoices = InvoiceList.GetAt(0); _invoice = new Invoice(); _invoice.Number = QBInvoices.RefNumber.GetValue(); _invoice.Total = QBInvoices.Subtotal.GetAsString(); _invoice.Date = QBInvoices.TxnDate.GetValue(); _invoice.Terms = QBInvoices.TermsRef.FullName.GetValue(); if (QBInvoices.PONumber != null) { _invoice.PONumber = QBInvoices.PONumber.GetValue(); } if (QBInvoices.ShipDate != null) { _invoice.ShipDate = QBInvoices.ShipDate.GetValue(); } _invoice.CustomerFullName = QBInvoices.CustomerRef.FullName.GetValue(); Address address = new Address(); _invoice.BillingAddress = address.getAddress(QBInvoices.BillAddress); _invoice.ShippingAddress = address.getAddress(QBInvoices.ShipAddress); IORInvoiceLineRetList InvoiceItems = QBInvoices.ORInvoiceLineRetList; if (InvoiceItems != null) { for (int i = 0; i <= InvoiceItems.Count - 1; i++) { IORInvoiceLineRet InvoiceItem = InvoiceItems.GetAt(i); if (InvoiceItem.ortype == ENORInvoiceLineRet.orilrInvoiceLineRet) { InventoryItem inventoryItem = new InventoryItem(); inventoryItem.ItemCode = InvoiceItem.InvoiceLineRet.ItemRef.FullName.GetValue(); inventoryItem.Description = InvoiceItem.InvoiceLineRet.Desc.GetValue(); if (InvoiceItem.InvoiceLineRet.Quantity != null) { _invoice.TotalQty += InvoiceItem.InvoiceLineRet.Quantity.GetValue(); inventoryItem.Quantity = InvoiceItem.InvoiceLineRet.Quantity.GetAsString(); } else { inventoryItem.Quantity = ""; } inventoryItem.Price = InvoiceItem.InvoiceLineRet.ORRate.Rate.GetValue(); inventoryItem.Amount = InvoiceItem.InvoiceLineRet.Amount.GetAsString(); _invoice.InventoryItems.Add(inventoryItem); } } //Update the items UPC and List in the sales order from itemsWithUPC list //The reason is that the salesOrder items don't have these properties //So we make another request to QB to get items with all properties InventoryHelper inventoryHelper = new InventoryHelper(_MySessionManager); _invoice.InventoryItems = inventoryHelper.UpdateItemUPCAndListID(_invoice.InventoryItems); } return(_invoice); } catch (Exception) { throw new Exception("Failed to read Invoice from QuickBooks."); } }