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@@ -0,0 +1,509 @@
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+using Comal.Classes;
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+using InABox.Clients;
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+using InABox.Core;
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+using InABox.Poster.Xero;
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+using InABox.Scripting;
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+using System;
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+using System.Collections.Generic;
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+using System.Linq;
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+using System.Text;
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+using System.Threading.Tasks;
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+using XeroCustomer = Xero.NetStandard.OAuth2.Model.Accounting.Contact;
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+using XeroAccounting = Xero.NetStandard.OAuth2.Model.Accounting;
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+using PRS.Shared.Posters.Xero.Services;
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+using InABox.Core.Postable;
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+using InABox.Database;
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+
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+namespace PRS.Shared.Posters.Xero;
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+
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+public class CustomerXeroPosterSettings : XeroPosterSettings
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+{
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+ protected override string DefaultScript()
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+ {
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+ return @"using XeroCustomer = Xero.NetStandard.OAuth2.Model.Accounting.Contact;
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+
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+// 'Module' *must* implement " + nameof(ICustomerXeroPosterScript) + @"
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+public class Module : " + nameof(ICustomerXeroPosterScript) + @"
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+{
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+ public void BeforePost(IDataModel<Customer> model)
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+ {
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+ // Perform pre-processing
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+ }
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+
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+ public void ProcessCustomer(IDataModel<Customer> model, Customer customer, XeroCustomer xeroCustomer)
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+ {
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+ // Do extra processing for a customer; throw an exception to fail this customer.
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+ }
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+}";
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+ }
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+}
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+public interface ICustomerXeroPosterScript
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+{
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+ void BeforePost(IDataModel<Customer> model);
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+
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+ void ProcessCustomer(IDataModel<Customer> model, Customer customer, XeroCustomer xeroCustomer);
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+}
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+
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+public class CustomerXeroAutoRefresher : IAutoRefresher<Customer>
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+{
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+ public bool ShouldRepost(Customer customer)
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+ {
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+ var shouldRepost = customer.HasOriginalValue(x => x.Name)
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+ || customer.HasOriginalValue(x => x.Code)
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+ || customer.HasOriginalValue(x => x.ABN)
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+ || customer.HasOriginalValue(x => x.Email)
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+ || customer.HasOriginalValue(x => x.DefaultContact.ID)
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+ // || customer.HasOriginalValue(x => x.Telephone)
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+ // || customer.Delivery.HasOriginalValue(x => x.Street)
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+ // || customer.Delivery.HasOriginalValue(x => x.City)
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+ // || customer.Delivery.HasOriginalValue(x => x.State)
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+ // || customer.Delivery.HasOriginalValue(x => x.PostCode)
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+ || customer.Postal.HasOriginalValue(x => x.Street)
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+ || customer.Postal.HasOriginalValue(x => x.City)
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+ || customer.Postal.HasOriginalValue(x => x.State)
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+ || customer.Postal.HasOriginalValue(x => x.PostCode);
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+ if (shouldRepost)
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+ {
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+ return true;
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+ }
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+
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+ if(customer.CustomerStatus.HasOriginalValue(x => x.ID))
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+ {
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+ var originalID = customer.CustomerStatus.GetOriginalValue(x => x.ID);
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+ var currentID = customer.CustomerStatus.ID;
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+
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+ var statuses = DbFactory.NewProvider(Logger.Main).Query(
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+ Filter<CustomerStatus>.Where(x => x.ID).IsEqualTo(originalID).Or(x => x.ID).IsEqualTo(currentID),
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+ Columns.None<CustomerStatus>().Add(x => x.ID).Add(x => x.Active))
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+ .ToArray<CustomerStatus>();
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+ if (statuses.Length == 2 && statuses[0].Active != statuses[1].Active)
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+ {
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+ return true;
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+ }
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+ }
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+ return false;
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+ }
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+
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+}
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+public class CustomerXeroPoster : IXeroPoster<Customer, CustomerXeroPosterSettings>, IAutoRefreshPoster<Customer, CustomerXeroAutoRefresher>
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+{
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+ public ScriptDocument? Script { get; set; }
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+ public XeroConnectionData ConnectionData { get; set; }
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+ public CustomerXeroPosterSettings Settings { get; set; }
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+ public IPosterDispatcher Dispatcher { get; set; }
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+
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+ public ICustomerXeroPosterScript? ScriptObject => Script?.GetObject<ICustomerXeroPosterScript>();
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+
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+ public bool BeforePost(IDataModel<Customer> model)
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+ {
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+ foreach (var (_, table) in model.ModelTables)
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+ {
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+ table.IsDefault = false;
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+ }
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+ model.SetIsDefault<Customer>(true);
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+ model.SetColumns<Customer>(RequiredColumns());
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+
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+ model.SetIsDefault<CustomerContact>(true, alias: "Customer_CustomerContact");
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+ model.SetColumns<CustomerContact>(RequiredCustomerContactColumns(), alias: "Customer_CustomerContact");
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+
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+ ScriptObject?.BeforePost(model);
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+
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+ return true;
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+ }
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+
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+ #region Script Functions
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+
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+ private Result<Exception> ProcessCustomer(IDataModel<Customer> model, Customer customer, XeroCustomer xeroCustomer)
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+ {
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+ try
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+ {
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+ ScriptObject?.ProcessCustomer(model, customer, xeroCustomer);
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+ return Result.Ok();
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+ }
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+ catch(Exception e)
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+ {
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+ return Result.Error(e);
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+ }
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+ }
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+
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+ #endregion
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+
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+ public static Columns<Customer> RequiredColumns()
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+ {
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+ return Columns.None<Customer>()
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+ .Add(x => x.ID)
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+ .Add(x => x.PostedReference)
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+ .Add(x => x.PostedStatus)
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+ .Add(x => x.DefaultContact.Name)
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+ .Add(x => x.Name)
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+ .Add(x => x.Code)
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+ .Add(x => x.CustomerStatus.ID)
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+ .Add(x => x.CustomerStatus.Active)
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+ .Add(x => x.Postal.Street)
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+ .Add(x => x.Postal.City)
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+ .Add(x => x.Postal.State)
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+ .Add(x => x.Postal.PostCode)
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+ .Add(x => x.Email)
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+ // .Add(x => x.Telephone)
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+ .Add(x => x.ABN);
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+ }
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+
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+ public static Columns<CustomerContact> RequiredCustomerContactColumns()
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+ {
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+ return Columns.None<CustomerContact>()
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+ .Add(x => x.Customer.ID)
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+ .Add(x => x.Contact.Name)
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+ .Add(x => x.Contact.Email);
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+ }
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+
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+ public static Result<Exception> UpdateCustomer(XeroConnectionData data, Customer customer, List<CustomerContact> contacts, XeroCustomer xeroCustomer)
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+ {
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+ // Documentation: https://developer.xero.com/documentation/api/accounting/contacts
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+
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+ // Since this might be called from some other poster, we need to ensure we have the right columns.
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+ Client.EnsureColumns(customer, RequiredColumns());
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+
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+ ContactXeroUtils.SplitName(customer.DefaultContact.Name, out var firstName, out var lastName);
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+
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+ // CompanyNumber
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+ // BankAccountDetails
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+ // AccountsReceivableTaxType
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+ // AccountsPayableTaxType
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+ // DefaultCurrency
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+ // XeroNetworkKey
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+ // SalesDefaultAccountCode
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+ // PurchasesDefaultAccountCode
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+ // SalesTrackingCategories
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+ // PurchasesTrackingCategories
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+ // TrackingCategoryName
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+ // TrackingOptionName
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+ // PaymentTerms
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+
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+ xeroCustomer.Name = customer.Name.Replace("<", "").Replace(">", "").Trim().Truncate(255).Trim();
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+ xeroCustomer.FirstName = firstName;
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+ xeroCustomer.LastName = lastName;
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+ xeroCustomer.ContactNumber = customer.Code.Truncate(50);
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+ xeroCustomer.AccountNumber = xeroCustomer.AccountNumber.NotWhiteSpaceOr(xeroCustomer.ContactNumber);
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+ xeroCustomer.ContactStatus = customer.CustomerStatus.ID == Guid.Empty || customer.CustomerStatus.Active
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+ ? XeroCustomer.ContactStatusEnum.ACTIVE
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+ : XeroCustomer.ContactStatusEnum.ARCHIVED;
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+ xeroCustomer.EmailAddress = customer.Email.Truncate(255);
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+ xeroCustomer.ContactPersons = contacts.Select(x =>
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+ {
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+ var person = new XeroAccounting.ContactPerson();
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+ ContactXeroUtils.SplitName(x.Contact.Name, out var firstName, out var lastName);
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+ person.FirstName = firstName;
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+ person.LastName = lastName;
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+ person.EmailAddress = x.Contact.Email;
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+ return person;
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+ }).Take(5).ToList();
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+ xeroCustomer.TaxNumber = customer.ABN;
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+
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+ xeroCustomer.Addresses =
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+ [
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+ ContactXeroUtils.ConvertAddress(customer.Postal, XeroAccounting.Address.AddressTypeEnum.POBOX),
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+ // Xero says that DELIVERY addresses are not valid for contacts
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+ // ContactXeroUtils.ConvertAddress(customer.Delivery, XeroAccounting.Address.AddressTypeEnum.DELIVERY)
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+ ];
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+ // xeroCustomer.Phones =
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+ // [
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+ // ContactXeroUtils.ConvertPhone(customer.Telephone, XeroAccounting.Phone.PhoneTypeEnum.OFFICE)
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+ // ];
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+
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+ return Result.Ok();
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+ }
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+
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+ /// <summary>
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+ /// Try to find a customer in Xero which matches <paramref name="customer"/>, and if this fails, create a new one.
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+ /// </summary>
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+ /// <remarks>
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+ /// After this has finished, <paramref name="customer"/> will be updated with <see cref="Customer.PostedReference"/> set to the correct ID.
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+ /// <br/>
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+ /// <paramref name="customer"/> needs to have at least <see cref="Customer.Code"/> and <see cref="Customer.PostedReference"/> as loaded columns.
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+ /// </remarks>
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+ /// <param name="data"></param>
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+ /// <param name="customer">The customer to map to.</param>
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+ /// <returns>The UID of the Xero customer.</returns>
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+ public static Result<Guid, Exception> MapCustomer(XeroConnectionData data, Customer customer, List<CustomerContact> contacts)
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+ {
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+ if(Guid.TryParse(customer.PostedReference, out var myobID))
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+ {
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+ return Result.Ok(myobID);
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+ }
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+
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+ var result = data.GetItem<ContactService, XeroCustomer>(Filter<XeroCustomer>.Where(x => x.ContactNumber).IsEqualTo(customer.Code));
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+ return result.MapOk(xeroCustomer =>
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+ {
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+ if(xeroCustomer is null || !xeroCustomer.ContactID.HasValue)
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+ {
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+ if(customer.Code.Length > 50)
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+ {
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+ return Result.Error(new Exception("Customer code is longer than 50 characters"));
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+ }
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+ xeroCustomer = new XeroCustomer();
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+ return UpdateCustomer(data, customer, contacts, xeroCustomer)
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+ .MapOk(() => new ContactService(data).Save(xeroCustomer)
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+ .MapOk(x =>
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+ {
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+ customer.PostedReference = x.ContactID.ToString() ?? "";
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+ // Marking as repost because a script may not have run.
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+ customer.PostedStatus = PostedStatus.RequiresRepost;
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+ return x.ContactID ?? Guid.Empty;
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+ }))
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+ .Flatten();
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+ }
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+ else
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+ {
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+ customer.PostedReference = xeroCustomer.ContactID.ToString() ?? "";
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+ customer.PostedStatus = PostedStatus.RequiresRepost;
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+ return Result.Ok(xeroCustomer.ContactID.Value);
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+ }
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+ }).Flatten();
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+ }
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+
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+ private static bool IsBlankCode(string code)
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+ {
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+ return code.IsNullOrWhiteSpace() || code.Equals("*None");
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+ }
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+
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+ public IPullResult<Customer> Pull()
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+ {
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+ var result = new PullResult<Customer>();
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+
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+ var customerCodes = new HashSet<string>();
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+
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+ var page = 1;
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+ var pageSize = 400;
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+
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+ var service = new ContactService(ConnectionData);
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+ while (true)
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+ {
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+ if(!service.Query(null, page: page, pageSize: pageSize).Get(out var xeroCustomers, out var error))
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+ {
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+ CoreUtils.LogException("", error);
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+ throw new PullFailedMessageException(error.Message);
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+ }
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+ if(xeroCustomers.Count == 0)
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+ {
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+ break;
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+ }
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+
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+ var xeroIDs = xeroCustomers.ToArray(x => x.ContactID.ToString() ?? "");
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+ var xeroCodes = xeroCustomers.Select(x => x.ContactNumber).Where(x => !IsBlankCode(x)).ToArray();
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+ var xeroNames = xeroCustomers.Where(x => IsBlankCode(x.ContactNumber) && !x.Name.IsNullOrWhiteSpace())
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+ .Select(x => x.Name).ToArray();
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+
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+ var customers = Client.Query(
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+ Filter<Customer>.Where(x => x.PostedReference).InList(xeroIDs)
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+ .Or(x => x.Code).InList(xeroCodes)
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+ .Or(x => x.Name).InList(xeroNames),
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+ Columns.None<Customer>().Add(x => x.ID).Add(x => x.PostedReference).Add(x => x.Code).Add(x => x.Name))
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+ .ToArray<Customer>();
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+ var customerDict = customers.Where(x => !x.PostedReference.IsNullOrWhiteSpace())
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+ .ToDictionary(x => x.PostedReference);
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+ var blankCustomers = customers.Where(x => x.PostedReference.IsNullOrWhiteSpace()).ToArray();
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+
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+ var needCodes = new Dictionary<string, (string prefix, int i, Customer customer)>();
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+
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+ foreach(var xeroCustomer in xeroCustomers)
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+ {
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+ if (customerDict.TryGetValue(xeroCustomer.ContactID.ToString() ?? "", out var customer))
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+ {
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+ // Skipping existing customers at this point.
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+ continue;
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+ }
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+ customer = !IsBlankCode(xeroCustomer.ContactNumber)
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+ ? blankCustomers.FirstOrDefault(x => string.Equals(x.Code, xeroCustomer.ContactNumber))
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+ : blankCustomers.FirstOrDefault(x => string.Equals(x.Name, xeroCustomer.Name));
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+ if(customer is not null)
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+ {
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+ customer.PostedReference = xeroCustomer.ContactID.ToString() ?? "";
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+ result.AddEntity(PullResultType.Linked, customer);
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+ continue;
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+ }
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+
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+ customer = new Customer();
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+
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+ string code;
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+ if (!IsBlankCode(xeroCustomer.ContactNumber))
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+ {
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+ code = xeroCustomer.ContactID.ToString() ?? "";
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+ }
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+ else if (!xeroCustomer.Name.IsNullOrWhiteSpace())
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+ {
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+ code = xeroCustomer.Name[..Math.Min(3, xeroCustomer.Name.Length)].ToUpper();
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+ }
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+ else
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+ {
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+ code = "CUS";
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+ }
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+ int i = 1;
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+ customer.Code = code;
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+ while (customerCodes.Contains(customer.Code))
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+ {
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+ customer.Code = $"{code}{i:d3}";
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+ ++i;
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+ }
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+ customerCodes.Add(customer.Code);
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+
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+ customer.Name = xeroCustomer.Name;
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+ customer.ABN = xeroCustomer.TaxNumber;
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+ customer.Email = xeroCustomer.EmailAddress;
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+
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+ if(xeroCustomer.Addresses is not null)
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+ {
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+ var postal = xeroCustomer.Addresses.FirstOrDefault(x => x.AddressType == XeroAccounting.Address.AddressTypeEnum.POBOX);
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+ if(postal is not null)
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+ {
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+ customer.Postal.CopyFrom(ContactXeroUtils.ConvertAddress(postal));
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+ }
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+ }
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+
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+ foreach(var contactPerson in xeroCustomer.ContactPersons)
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+ {
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+ var contact = new Contact();
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+ contact.Name = $"{contactPerson.FirstName} {contactPerson.LastName}";
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+ contact.Email = contactPerson.EmailAddress;
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+
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+ result.AddChildEntity(customer, contact);
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+ result
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+ .AddChildEntity(customer, new CustomerContact(),
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+ (p, c) => c.Customer.ID = p.ID)
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+ .AddParent(contact,
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+ (p, c) => c.Contact.ID = p.ID);
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+ }
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+
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+ // customer.Telephone = xeroCustomer.Phones.FirstOrDefault()?.PhoneNumber ?? "";
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+
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+ customer.PostedReference = xeroCustomer.ContactID.ToString() ?? "";
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+ result.AddEntity(PullResultType.New, customer);
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+ needCodes.Add(customer.Code, (code, i, customer));
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+ }
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+
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+ // Do code clash checking
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+ while(needCodes.Count > 0)
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+ {
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+ var codes = Client.Query(
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+ Filter<Customer>.Where(x => x.Code).InList(needCodes.Values.ToArray(x => x.customer.Code)),
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+ Columns.None<Customer>().Add(x => x.Code));
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+ var newNeedCodes = new Dictionary<string, (string prefix, int i, Customer customer)>();
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+ foreach(var row in codes.Rows)
|
|
|
+ {
|
|
|
+ var code = row.Get<Customer, string>(x => x.Code);
|
|
|
+ if(needCodes.Remove(code, out var needed))
|
|
|
+ {
|
|
|
+ int i = needed.i;
|
|
|
+ do
|
|
|
+ {
|
|
|
+ needed.customer.Code = $"{needed.prefix}{i:d3}";
|
|
|
+ ++i;
|
|
|
+ } while (customerCodes.Contains(needed.customer.Code));
|
|
|
+ customerCodes.Add(needed.customer.Code);
|
|
|
+ newNeedCodes.Add(needed.customer.Code, (needed.prefix, i, needed.customer));
|
|
|
+ }
|
|
|
+ }
|
|
|
+ needCodes = newNeedCodes;
|
|
|
+ }
|
|
|
+
|
|
|
+ ++page;
|
|
|
+ }
|
|
|
+
|
|
|
+ return result;
|
|
|
+ }
|
|
|
+
|
|
|
+ public IPostResult<Customer> Process(IDataModel<Customer> model)
|
|
|
+ {
|
|
|
+ var results = new PostResult<Customer>();
|
|
|
+
|
|
|
+ var service = new ContactService(ConnectionData);
|
|
|
+
|
|
|
+ var customers = model.GetTable<Customer>().ToArray<Customer>();
|
|
|
+ var contacts = model.GetTable<CustomerContact>(alias: "Customer_CustomerContact")
|
|
|
+ .ToObjects<CustomerContact>()
|
|
|
+ .GroupByDictionary(x => x.Customer.ID);
|
|
|
+
|
|
|
+ foreach(var customer in customers)
|
|
|
+ {
|
|
|
+ if(customer.Code.Length > 50)
|
|
|
+ {
|
|
|
+ results.AddFailed(customer, "Code is longer than 50 characters.");
|
|
|
+ continue;
|
|
|
+ }
|
|
|
+ var customerContacts = contacts.GetValueOrDefault(customer.ID) ?? [];
|
|
|
+
|
|
|
+ XeroCustomer xeroCustomer;
|
|
|
+ Exception? error;
|
|
|
+ if(Guid.TryParse(customer.PostedReference, out var xeroID))
|
|
|
+ {
|
|
|
+ if(!service.Get(xeroID).Get(out var newCustomer, out error))
|
|
|
+ {
|
|
|
+ CoreUtils.LogException("", error, $"Failed to find Customer in Xero with id {xeroID}");
|
|
|
+ results.AddFailed(customer, $"Failed to find Customer in Xero with id {xeroID}: {error.Message}");
|
|
|
+ continue;
|
|
|
+ }
|
|
|
+ xeroCustomer = newCustomer;
|
|
|
+ }
|
|
|
+ else
|
|
|
+ {
|
|
|
+ if (service.GetItem(Filter<XeroCustomer>.Where(x => x.ContactNumber).IsEqualTo(customer.Code))
|
|
|
+ .Get(out var externalXeroCustomer, out error)
|
|
|
+ && externalXeroCustomer is not null)
|
|
|
+ {
|
|
|
+ xeroCustomer = externalXeroCustomer;
|
|
|
+ }
|
|
|
+ else if (service.GetItem(
|
|
|
+ Filter<XeroCustomer>.Where(x => x.Name).IsEqualTo(customer.Name)
|
|
|
+ .And(Filter<XeroCustomer>.Where(x => x.ContactNumber).IsEqualTo(null)
|
|
|
+ .Or(x => x.ContactNumber).IsEqualTo("")
|
|
|
+ .Or(x => x.ContactNumber).IsEqualTo("*None")))
|
|
|
+ .Get(out externalXeroCustomer, out error)
|
|
|
+ && externalXeroCustomer is not null)
|
|
|
+ {
|
|
|
+ xeroCustomer = externalXeroCustomer;
|
|
|
+ xeroCustomer.ContactNumber = customer.Code;
|
|
|
+ }
|
|
|
+ else if(error is null)
|
|
|
+ {
|
|
|
+ xeroCustomer = new();
|
|
|
+ }
|
|
|
+ else
|
|
|
+ {
|
|
|
+ CoreUtils.LogException("", error);
|
|
|
+ results.AddFailed(customer, error.Message);
|
|
|
+ continue;
|
|
|
+ }
|
|
|
+ }
|
|
|
+
|
|
|
+ if(UpdateCustomer(ConnectionData, customer, customerContacts, xeroCustomer)
|
|
|
+ .MapOk(() => ProcessCustomer(model, customer, xeroCustomer)).Flatten()
|
|
|
+ .MapOk(() => service.Save(xeroCustomer)).Flatten()
|
|
|
+ .Get(out var result, out error))
|
|
|
+ {
|
|
|
+ customer.PostedReference = result.ContactID.ToString() ?? "";
|
|
|
+ results.AddSuccess(customer);
|
|
|
+ }
|
|
|
+ else
|
|
|
+ {
|
|
|
+ CoreUtils.LogException("", error, $"Error while posting customer {customer.ID}");
|
|
|
+ results.AddFailed(customer, error.Message);
|
|
|
+ }
|
|
|
+ }
|
|
|
+
|
|
|
+ return results;
|
|
|
+ }
|
|
|
+}
|
|
|
+public class CustomerMYOBPosterEngine<T> : XeroPosterEngine<Customer, CustomerXeroPoster, CustomerXeroPosterSettings>, IPullerEngine<Customer, CustomerXeroPoster>
|
|
|
+{
|
|
|
+ public IPullResult<Customer> DoPull()
|
|
|
+ {
|
|
|
+ LoadConnectionData();
|
|
|
+ return Poster.Pull();
|
|
|
+ }
|
|
|
+
|
|
|
+ protected override IList<string> RequiredScopes()
|
|
|
+ {
|
|
|
+ return [
|
|
|
+ "accounting.contacts"
|
|
|
+ ];
|
|
|
+ }
|
|
|
+}
|
