private void Task_ImportPayments(Objsearch oQuery, Invoice oInvoice, Customer oCustomer, Receivepayment oReceivePayment, Quickbooks oQuickbooks)
{
try
{
oQuery.OpenQBConnection();
oInvoice.OpenQBConnection();
oCustomer.OpenQBConnection();
oReceivePayment.OpenQBConnection();
PaymentResult oPaymentResult = oQuickbooks.GetPayments();
if (oPaymentResult.IsSuccessfull)
{
m_iTotal = oPaymentResult.Payments.Count();
m_iCurrent = 0;
var errorCount = 0;
var successCount = 0;
foreach (SpeedySpots.API.Interfaces.Payment oPayment in oPaymentResult.Payments)
{
decimal fTotal = 0;
string sInvoices = string.Empty;
oReceivePayment.Reset();
foreach (SpeedySpots.API.Interfaces.PaymentLineItem oPaymentLineItem in oPayment.LineItems)
{
oQuery.Reset();
oQuery.QBXMLVersion = "5.0";
oQuery.QueryType = ObjsearchQueryTypes.qtInvoiceSearch;
oQuery.SearchCriteria = new SearchCriteria();
oQuery.SearchCriteria.RefNumber = oPaymentLineItem.InvoiceID;
oQuery.IterateResults = true;
oQuery.MaxResults = 0;
oQuery.Search();
if (oQuery.Results.Count > 0)
{
oInvoice.Get(oQuery.Results[0].ResultId);
AppliedTo oAppliedTo = new AppliedTo();
oAppliedTo.RefId = oQuery.Results[0].ResultId;
oAppliedTo.PaymentAmount = oPaymentLineItem.Amount.ToString("0.00");
oReceivePayment.AppliedTo.Add(oAppliedTo);
fTotal += oPaymentLineItem.Amount;
sInvoices += string.Format("{0}, ", oPaymentLineItem.InvoiceID);
}
}
try
{
oReceivePayment.AutoApply = ReceivepaymentAutoApplies.aaCustom;
oReceivePayment.CustomerName = oInvoice.CustomerName;
oReceivePayment.Amount = fTotal.ToString();
oReceivePayment.TransactionDate = oPayment.CreatedDateTime.ToString("d");
if (oPayment.CreditCardFirstName != string.Empty)
{
oReceivePayment.RefNumber = string.Format("{0} {1}", oPayment.CreditCardFirstName, oPayment.CreditCardLastName);
}
if (oPayment.CreditCardType == "Visa")
{
oReceivePayment.PaymentMethodName = "Visa";
}
else if (oPayment.CreditCardType == "MasterCard")
{
oReceivePayment.PaymentMethodName = "Mastercard";
}
else if (oPayment.CreditCardType == "American Express")
{
oReceivePayment.PaymentMethodName = "American Express";
}
else if (oPayment.CreditCardType == "Discover")
{
oReceivePayment.PaymentMethodName = "Discover";
}
// Remove last ', '
if (sInvoices.Length > 2)
{
sInvoices = sInvoices.Substring(0, sInvoices.Length - 2);
}
oReceivePayment.Memo = string.Format("Payment for invoice {0} - AuthID: {1}", sInvoices, oPayment.AuthorizeNetID);
oReceivePayment.Add();
successCount++;
}
catch (Exception e)
{
errorCount++;
MessageBox.Show(e.Message + System.Environment.NewLine + System.Environment.NewLine + e.StackTrace);
}
this.UpdateProgress();
if (m_oWorkerProcess.CancellationPending)
{
break;
}
}
if (successCount > 0 || errorCount > 0)
{
MessageBox.Show("Finished Payment Import" + Environment.NewLine + "Success: " + successCount + Environment.NewLine + "Error: " + errorCount);
}
}
else
{
MessageBox.Show(oPaymentResult.ErrorMessage, "API/Service Error");
}
m_oWorkerProcess.ReportProgress(100);
}
catch (Exception e)
{
MessageBox.Show(e.Message + System.Environment.NewLine + System.Environment.NewLine + e.StackTrace);
}
finally
{
oQuery.CloseQBConnection();
oInvoice.CloseQBConnection();
oCustomer.CloseQBConnection();
oReceivePayment.CloseQBConnection();
}
}
private void Task_ImportInvoices()
{
Objsearch oQuery = new Objsearch();
try
{
oQuery.OpenQBConnection();
m_oInvoice.OpenQBConnection();
List<SyncInvoice> oInvoices = this.m_oSyncInvoices.GetSelectedInvoices();
Directory.CreateDirectory(m_sDirectoryRoot);
string sRootName = string.Format("{0:MM-dd-yyyy hhmmss}", DateTime.Now);
string fullFileNameAndPath = string.Format(@"Uploads\{0}.7z", sRootName);
m_iTotal = oInvoices.Count;
m_iCurrent = 0;
this._logger.DebugFormat("Invoices found for processing: {0}", oInvoices.Count);
for (int i = 0; i < oInvoices.Count; i++)
{
this.ProcessInvoice(oInvoices[i]);
}
if (m_oListInvoices.Count > 0)
{
// Serialize invoice information
string sInvoicesFilename = string.Format(@"{0}\Invoices.dat", m_sDirectoryRoot);
this._logger.DebugFormat("Writing dat file: {0}", sInvoicesFilename);
FileStream oFileStream = new FileStream(sInvoicesFilename, FileMode.Create);
BinaryFormatter oFormatter = new BinaryFormatter();
oFormatter.Serialize(oFileStream, m_oListInvoices);
oFileStream.Close();
this._logger.Debug("Dat file written");
// Create zipped file
this._logger.DebugFormat("Zipping folder using: {0}", Path.Combine(Application.StartupPath, "7z.dll"));
SevenZipCompressor.SetLibraryPath(Path.Combine(Application.StartupPath, "7z.dll"));
SevenZipCompressor oCompressor = new SevenZipCompressor();
oCompressor.PreserveDirectoryRoot = true;
oCompressor.IncludeEmptyDirectories = true;
oCompressor.CompressDirectory(Path.Combine(Environment.CurrentDirectory, m_sDirectoryRoot), fullFileNameAndPath);
this._logger.DebugFormat("Folder zipped: {0} {1}", Path.Combine(Environment.CurrentDirectory, m_sDirectoryRoot), fullFileNameAndPath);
// Upload
if (!m_oQuickbooks.Upload(fullFileNameAndPath))
{
MessageBox.Show("Upload Error: " + m_oQuickbooks.Error);
}
else
{
if (this.DeleteInvoiceFolderAndZipFile)
{
File.Delete(fullFileNameAndPath);
}
}
}
m_oWorkerProcess.ReportProgress(100);
}
catch (Exception ex)
{
MessageBox.Show(string.Format("Error: {0} \n\n {1}", ex.Message, ex.StackTrace));
}
finally
{
// Delete root directory, no longer need it
if (Directory.Exists(m_sDirectoryRoot) && this.DeleteInvoiceFolderAndZipFile)
{
Directory.Delete(m_sDirectoryRoot, true);
}
m_oListInvoices.Clear();
oQuery.CloseQBConnection();
m_oInvoice.CloseQBConnection();
}
}
private void OnLoad(object sender, EventArgs e)
{
// Make sure QB is running
Objsearch oQuery = new Objsearch();
try
{
oQuery.OpenQBConnection();
m_bLoading = true;
m_cboDays.Text = "0";
m_bLoading = false;
m_dtStart.Value = DateTime.Today.AddDays(-1);
m_dtEnd.Value = DateTime.Today;
OnChangedDays(this, new EventArgs());
m_chkAllSync.Checked = true;
m_chkAllEmail.Checked = true;
OnAllSync(this, new EventArgs());
OnAllEmail(this, new EventArgs());
m_grdInvoices.Columns["Amount"].DefaultCellStyle.Format = "c";
}
catch (InQBObjsearchException oException)
{
if (oException.Code == 606)
{
MessageBox.Show("Please start Quickbooks and load your company information before running sync process.", "Quickbooks Error");
}
else
{
MessageBox.Show(oException.Message);
}
DialogResult = System.Windows.Forms.DialogResult.Cancel;
Close();
}
finally
{
try
{
oQuery.CloseQBConnection();
}
catch (Exception)
{
}
}
}
private void Task_ImportCustomers(Objsearch oQuery, Quickbooks oQuickbooks)
{
try
{
oQuery.OpenQBConnection();
oQuery.QBXMLVersion = "5.0";
oQuery.QueryType = ObjsearchQueryTypes.qtCustomerSearch;
CustomerResult oCustomerResult = oQuickbooks.GetCustomers();
List<int> oSMSIDImported = new List<int>();
if (oCustomerResult.IsSuccessfull)
{
m_iTotal = oCustomerResult.Customers.Count();
m_iCurrent = 0;
int customerCount = 0;
int importedCount = 0;
int duplicateNameCount = 0;
int errorCount = 0;
customerCount = oCustomerResult.Customers.Count;
foreach (var oCustomer in oCustomerResult.Customers)
{
oQuery.SearchCriteria = new SearchCriteria();
oQuery.SearchCriteria.NameStartsWith = oCustomer.Name;
oQuery.Search();
CompanyUniqueness companyUnique = this.IsUniqueCustomerName(oCustomer.Name, oQuery.Results);
if (companyUnique == CompanyUniqueness.Unique)
{
// Add new customer into Quickbooks
Customer oQuickbooksCustomer = new Customer();
oQuickbooksCustomer.OpenQBConnection();
oQuickbooksCustomer.CustomerName = oCustomer.Name;
oQuickbooksCustomer.CompanyName = oCustomer.Name;
oQuickbooksCustomer.AltContactName = oCustomer.BillingName;
oQuickbooksCustomer.AltPhone = oCustomer.BillingPhone;
oQuickbooksCustomer.ContactName = oCustomer.Contact;
oQuickbooksCustomer.Phone = oCustomer.Phone;
oQuickbooksCustomer.Fax = oCustomer.Fax;
if (oCustomer.ShippingCountry == "United States")
{
oQuickbooksCustomer.ShippingAddress = string.Format("<Addr1>{0}</Addr1><Addr2>{1}</Addr2><Addr3>{2}</Addr3><City>{3}</City><State>{4}</State><PostalCode>{5}</PostalCode><Country>{6}</Country>", oCustomer.Name, oCustomer.ShippingAddressLine1, oCustomer.ShippingAddressLine2, oCustomer.ShippingCity, oCustomer.ShippingState, oCustomer.ShippingZip, oCustomer.ShippingCountry);
}
else
{
// Not the United States, ignore the state value completely
oQuickbooksCustomer.ShippingAddress = string.Format("<Addr1>{0}</Addr1><Addr2>{1}</Addr2><Addr3>{2}</Addr3><City>{3}</City><PostalCode>{4}</PostalCode><Country>{5}</Country>", oCustomer.Name, oCustomer.ShippingAddressLine1, oCustomer.ShippingAddressLine2, oCustomer.ShippingCity, oCustomer.ShippingZip, oCustomer.ShippingCountry);
}
if (oCustomer.BillingCountry == "United States")
{
oQuickbooksCustomer.BillingAddress = string.Format("<Addr1>{0}</Addr1><Addr2>{1}</Addr2><Addr3>{2}</Addr3><City>{3}</City><State>{4}</State><PostalCode>{5}</PostalCode><Country>{6}</Country>", oCustomer.Name, oCustomer.BillingAddressLine1, oCustomer.BillingAddressLine2, oCustomer.BillingCity, oCustomer.BillingState, oCustomer.BillingZip, oCustomer.BillingCountry);
}
else
{
// Not the United States, ignore the state value completely
oQuickbooksCustomer.BillingAddress = string.Format("<Addr1>{0}</Addr1><Addr2>{1}</Addr2><Addr3>{2}</Addr3><City>{3}</City><PostalCode>{4}</PostalCode><Country>{5}</Country>", oCustomer.Name, oCustomer.BillingAddressLine1, oCustomer.BillingAddressLine2, oCustomer.BillingCity, oCustomer.BillingZip, oCustomer.BillingCountry);
}
oQuickbooksCustomer.Email = oCustomer.InvoiceEmails.Replace(",", ";");
oQuickbooksCustomer.TermsName = "NET 30 DAYS";
oQuickbooksCustomer.Config(string.Format("FirstName={0}", oCustomer.Name));
oQuickbooksCustomer.Config("LastName=");
try
{
oQuickbooksCustomer.Add();
oQuickbooksCustomer.SetCustomField("SMSID", oCustomer.SMSID.ToString());
oSMSIDImported.Add(oCustomer.SMSID);
importedCount += 1;
}
catch (Exception oException)
{
errorCount += 1;
MessageBox.Show(oException.Message + System.Environment.NewLine + System.Environment.NewLine + oException.StackTrace);
}
finally
{
oQuickbooksCustomer.CloseQBConnection();
}
}
else if (companyUnique == CompanyUniqueness.DuplicateMarkImported)
{
oSMSIDImported.Add(oCustomer.SMSID);
duplicateNameCount += 1;
}
else
{
duplicateNameCount += 1;
}
this.UpdateProgress();
if (m_oWorkerProcess.CancellationPending)
{
break;
}
}
if (customerCount > 0)
{
MessageBox.Show("Customer import results:" + System.Environment.NewLine + " Attempted: " + customerCount.ToString() + System.Environment.NewLine + " Imported: " + importedCount.ToString() + System.Environment.NewLine + " Duplicates: " + duplicateNameCount.ToString() + System.Environment.NewLine + " Errors: " + errorCount.ToString(), "Import Results");
}
}
else
{
MessageBox.Show(oCustomerResult.ErrorMessage, "API/Service Error");
}
oQuickbooks.UpdateWebServiceOfImportedCustomer(oSMSIDImported);
m_oWorkerProcess.ReportProgress(100);
}
catch (Exception e)
{
MessageBox.Show(e.Message + System.Environment.NewLine + System.Environment.NewLine + e.StackTrace);
}
finally
{
oQuery.CloseQBConnection();
}
}
private void OnChangedDays(object sender, EventArgs e)
{
if (!m_bLoading)
{
if (m_dtStart.Value > m_dtEnd.Value)
{
MessageBox.Show("The start date must come before the end date.", "Invoice Date Error");
return;
}
ToggleControls(false);
m_oRows = new List<InvoiceRow>();
Objsearch oQuery = new Objsearch();
try
{
oQuery.OpenQBConnection();
m_oInvoice.OpenQBConnection();
oQuery.QBXMLVersion = "5.0";
oQuery.QueryType = ObjsearchQueryTypes.qtInvoiceSearch;
oQuery.IterateResults = true;
oQuery.MaxResults = 50;
oQuery.SearchCriteria = new SearchCriteria();
oQuery.SearchCriteria.TransactionDateStart = m_dtStart.Value.ToString("d");
oQuery.SearchCriteria.TransactionDateEnd = m_dtEnd.Value.ToString("d");
oQuery.Search();
for (int i = 0; i < oQuery.Results.Count; i++)
{
InsertRow(oQuery.Results[i].ResultId);
}
while (oQuery.RemainingResults > 0)
{
oQuery.GetNextResults();
for (int i = 0; i < oQuery.Results.Count; i++)
{
InsertRow(oQuery.Results[i].ResultId);
}
}
m_oRows.Sort(0, m_oRows.Count, null);
StringBuilder oData = new StringBuilder();
foreach (InvoiceRow oRow in m_oRows)
{
oData.Append(string.Format("{0}-{1}-{2}|", oRow.InvoiceNumber, oRow.JobID, oRow.SMSID));
}
string sData = oData.ToString();
if (sData.Length > 2)
{
sData = sData.Substring(0, sData.Length - 1);
}
MarkInvalidInvoices(sData);
}
finally
{
oQuery.CloseQBConnection();
m_oInvoice.CloseQBConnection();
ToggleControls(true);
}
}
}