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Is there an easy way to create an customer/invoice via this project? #38
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Hello @Ryang20718 you need to create a This is a snippet pulled from my production code # Add something like this to your post_save signal.
QBDTask.objects.update_or_create(
qb_operation=QUICKBOOKS_ENUMS.OPP_MOD,
qb_resource=QUICKBOOKS_ENUMS.RESOURCE_CUSTOMER_POS,
object_id=instance.id,
content_type=ContentType.objects.get_for_model(instance),
realm_id=YOUR_REALM_ID,
) it should call you Something Extra QBWC_SETTINGS = {
"LOCAL_MODEL_CLASSES": {
"CustomerPOS": "Inventory.models.Customer",
"ItemInventoryPOS": "Inventory.models.Sku",
"VoucherPOS": "Inventory.models.OrderVoucher",
},
"RESPONSE_PROCESSORS": (),
"POS_RESPONSE_PROCESSORS": (
"Inventory.qbd.ItemInventoryResponseProcessor",
"Inventory.qbd.SkuAddResponseProcessor", # Custom one I made
"django_quickbooks.processors.VoucherQueryResponseProcessor", # Default one
),
}
notice that `POS_RESPONSE_PROCESSORS` are only in my fork because it supports QBPOS
you can use `RESPONSE_PROCESSORS` for QB Finance let me know if you find this helpful or if you need more help |
@hassaanalansary Really appreciate the help here! If you could provide some pointers on where to place the QBDTask in relationship to a class, I think that would clear up all my confusion! so I would need to create a class in order to leverage the customer/invoice classes i.e if I have this in my models.py
in my views.py, I can instantiate the object
However, based on your snippet above,
|
Instance is supposed to be |
Yes, however your code doesn't really create the customer in the database |
ah, I see I changed django_quickbooks to use redismanager rather than rabbit mq in the settings and have a redis server running. I think I'm getting closer to reaching the final step of creating a customer programatically ❗ However, parsing the XML response results in an exception when trying to dynamically import... is this expected? full code
stack trace
|
I noticed 2 things You need to add 'Customer' to your LOCAL_MODEL_CLASSES in settings.py |
Added a check when importing
and switching the enums to OP_ADD worked :). Appreciate all the help! Sorry to abuse this issue for an unrelated question; what steps would I need to take to query existing customers already in quickbooks that I haven't added from this django app? (I assume sending an XML to query should be sufficient, but is there an example on how to do so?) |
sorry missed your message: you can do so by add QBDTask for qb_operation=QUICKBOOKS_ENUMS.OPP_QR to the Resource that you want to query |
If you want, can you please open a PR with documentation about the issues that you have faced and how you have fixed them? |
Definitely, I can do that. Hoping to do that once I confirm I have a solid understanding of querying as well 😓 |
here's what I did. I created a customer from quickbooks UI and then wanted to see if I could fetch that object via a query. Query is below. I received an XML response. However, is this right? I assume after reading the xml, I can just convert the xml to the actual object?
What's not clear to me is:
|
when you issue the all responses are handled ResponseProcessor class CustomerQueryResponseProcessor(ResponseProcessor, ResponseProcessorMixin):
resource = QUICKBOOKS_ENUMS.RESOURCE_CUSTOMER
op_type = QUICKBOOKS_ENUMS.OPP_QR
local_model_class = LocalCustomer
obj_class = Customer
def process(self, realm):
cont = super().process(realm)
if not cont:
return False
for customer_ret in list(self._response_body):
customer = self.obj_class.from_lxml(customer_ret)
local_customer = None
if customer.ListID:
local_customer = self.find_by_list_id(customer.ListID)
if not local_customer and customer.Name:
local_customer = self.find_by_name(customer.Name)
if local_customer:
self.update(local_customer, customer)
else:
self.create(customer)
return True
you can inherit from it or define your own if you have more questions you can send me an email, I will be more than happy to get in a meeting with you. |
Hi there! XML/QB noob here, this thread has already been super helpful in programmatic customer creation. Would you mind also posting your solution to creating an invoice? |
I see there's classes such as Customer, Invoice which I presume are created for common use cases.
Say my goal is to programmatically create a customer/invoice, is there a quickstart guide for doing so?
I.e once I'm authed with QB desktop, is there a way to create a customer and send that request to the webconnector to process?
either via raw xml or a model?
If yall could post a short snippet on either this README example https://github.com/weltlink/django-quickbooks#implementation
or provide guidance on how I would add this customer to the QBD Task queue, that would be greatly appreciated!
Trying to understand what the django_quickbooks.services is used for....
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