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test13.py
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test13.py
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import re
import datetime
from collections import OrderedDict, defaultdict
from quickbooks.qbcom import QuickBooks, ParseSkip, ParseError, MismatchError
from parameters import *
class QBRosetta(object):
def __init__(self, technologies, patents, patentTypes, lawFirms):
self.technologyByID = dict((x['id'], x) for x in technologies)
self.technologyByCase = dict((x['case'].lower(), x) for x in technologies)
self.patentByID = dict((x['id'], x) for x in patents)
self.patentByLawFirmCase = dict((x['lawFirmCase'].lower(), x) for x in patents)
self.patentTypeByID = dict((x['id'], x) for x in patentTypes)
self.patentTypeByName = dict((x['name'].lower(), x) for x in patentTypes)
self.lawFirmByID = dict((x['id'], x) for x in lawFirms)
self.lawFirmByName = dict((x['name'].lower(), x) for x in lawFirms)
# Customer
def parse_customer(self, customer):
'Return technology given customer'
if customer.get('ParentRef'):
raise ParseSkip # Skip jobs
customerName = customer.get('Name')
try:
technologyCase, technologyTitle = customerName.split(QUICKBOOKS_SEPARATOR)[:2]
except ValueError:
raise ParseError('Could not parse customerName=%s' % customerName)
return {
'case': technologyCase.strip(),
'title': technologyTitle.strip(),
}
def format_customer(self, technology):
return {'Name': self.get_customer_name(technology)}
def equal_technology(self, technology1, technology2):
try:
customer1 = self.format_customer(technology1)
customer2 = self.format_customer(technology2)
technology1 = self.parse_customer(customer1)
technology2 = self.parse_customer(customer2)
except ApplicationError:
return False
if technology1['case'].lower() != technology2['case'].lower():
return False
if customer1 != customer2:
raise MismatchError
return True
def get_customer_name(self, technology):
technologyCase = technology['case']
technologyTitle = technology['title']
return make_customer_name(technologyCase, technologyTitle)
# Job
def parse_job(self, job):
'Return patent given job'
if not job.get('ParentRef'):
raise ParseSkip # Skip customers
jobName = job.get('Name')
try:
technologyCase, patentTypeName, patentSerial = jobName.split(QUICKBOOKS_SEPARATOR)[:3]
except ValueError:
raise ParseError('Could not parse jobName=%s' % jobName)
technology = self.technologyByCase[technologyCase.lower()]
technologyID = technology['id']
patentType = self.patentTypeByName[patentTypeName.lower()]
patentTypeID = patentType['id']
return {
'technologyID': technologyID,
'typeID': patentTypeID,
'serial': patentSerial.strip(),
}
def format_job(self, patent):
technologyID = patent['technologyID']
technology = self.technologyByID[technologyID]
return {
'Name': self.get_job_name(patent),
'ParentRef': {'FullName': self.get_customer_name(technology)}
}
def equal_patent(self, patent1, patent2):
try:
job1 = self.format_job(patent1)
job2 = self.format_job(patent2)
patent1 = self.parse_job(job1)
patent2 = self.parse_job(job2)
except ApplicationError:
return False
if patent1['serial'].lower() != patent2['serial'].lower():
return False
if job1 != job2:
raise MismatchError
return True
def get_job_name(self, patent):
technologyID = patent['technologyID']
technology = self.technologyByID[technologyID]
technologyCase = technology['case']
patentTypeID = patent['typeID']
patentType = self.patentTypeByID[patentTypeID]
patentTypeName = patentType['name']
patentSerial = patent['serial']
return make_customer_name(technologyCase, patentTypeName, patentSerial)
# Vendor
def parse_vendor(self, vendor):
return {'name': vendor['Name']}
def format_vendor(self, lawFirm):
return {'Name': lawFirm['name']}
def equal_lawFirm(self, lawFirm1, lawFirm2):
if lawFirm1['name'].lower() != lawFirm2['name'].lower():
return False
if lawFirm1['name'] != lawFirm2['name']:
raise MismatchError
return True
# Bill
def parse_bill(self, bill):
lawFirmName = bill['VendorRef']['FullName']
try:
lawFirm = self.lawFirmByName[lawFirmName.lower()]
except KeyError:
raise ParseError('Could not parse lawFirmName=%s' % lawFirmName)
lawFirmID = lawFirm['id']
invoiceDate = datetime.datetime.strptime(bill['TxnDate'], '%Y-%m-%d').date()
lawFirmExpenses = []
if hasattr(bill['ExpenseLineRet'], 'iteritems'):
bill['ExpenseLineRet'] = [bill['ExpenseLineRet']]
for expenseLine in bill['ExpenseLineRet']:
lawFirmExpenses.append({
'lawFirmID': lawFirmID,
'invoiceDate': invoiceDate,
'invoiceAmount': expenseLine['Amount'],
'memo': expenseLine['Memo'],
'TxnLineID': expenseLine['TxnLineID'],
})
return {
'lawFirmID': lawFirmID,
'lawFirmExpenses': lawFirmExpenses,
'invoiceDate': invoiceDate,
}
def update_bill(self, lawFirmExpense):
patent = self.patentByLawFirmCase[lawFirmExpense['lawFirmCase'].lower()]
return OrderedDict([
('TxnDate', lawFirmExpense['invoiceDate'].strftime('%Y-%m-%d')),
('ExpenseLineMod', OrderedDict({
'TxnLineID': lawFirmExpense['TxnLineID'],
}.items() + self.format_expense(lawFirmExpense).items())),
])
def format_bill(self, lawFirmBill):
lawFirmID = lawFirmBill['lawFirmID']
lawFirm = self.lawFirmByID[lawFirmID]
resultDictionary = OrderedDict([
('VendorRef', {'FullName': lawFirm['name']}),
('TxnDate', lawFirmBill['invoiceDate'].strftime('%Y-%m-%d')),
])
for lawFirmExpense in lawFirmBill['lawFirmExpenses']:
resultDictionary = OrderedDict(resultDictionary.items() + {
'ExpenseLineAdd': self.format_expense(lawFirmExpense),
}.items())
return resultDictionary
def format_expense(self, lawFirmExpense):
if 'memo' in lawFirmExpense:
memo = lawFirmExpense['memo']
try:
invoiceNumber, lawFirmCase, description = re.match('Inv (.*) Ref (.*) = (.*)', memo).groups()
except AttributeError:
# Force update
return {}
lawFirmExpense.update({
'invoiceNumber': invoiceNumber,
'lawFirmCase': lawFirmCase,
'description': description,
})
else:
memo = 'Inv %s Ref %s = %s' % (lawFirmExpense['invoiceNumber'], lawFirmExpense['lawFirmCase'], lawFirmExpense['description'])
patent = self.patentByLawFirmCase[lawFirmExpense['lawFirmCase'].lower()]
technology = self.technologyByID[patent['technologyID']]
return OrderedDict([
('AccountRef', {'FullName': '6100 - Patent Related Expenses'}),
('Amount', '%.02f' % float(lawFirmExpense['invoiceAmount'])),
('Memo', memo),
('CustomerRef', {'FullName': '%s:%s' % (self.get_customer_name(technology), self.get_job_name(patent))}),
])
def equal_expense(self, lawFirmExpense1, lawFirmExpense2):
if lawFirmExpense1['lawFirmID'] != lawFirmExpense2['lawFirmID']:
return False
if lawFirmExpense1['invoiceNumber'].lower() not in lawFirmExpense2['memo'].lower():
return False
lawFirmExpense1['TxnLineID'] = lawFirmExpense2['TxnLineID']
if lawFirmExpense1['invoiceDate'] != lawFirmExpense2['invoiceDate']:
raise MismatchError
if self.format_expense(lawFirmExpense1) != self.format_expense(lawFirmExpense2):
raise MismatchError
return True
def expand_bills(self, lawFirmBills):
lawFirmExpenses = []
for lawFirmBill in lawFirmBills:
for lawFirmExpense in lawFirmBill['lawFirmExpenses']:
lawFirmExpense['Bill'] = lawFirmBill['Bill']
lawFirmExpenses.append(lawFirmExpense)
return lawFirmExpenses
def collapse_expenses(self, lawFirmExpenses):
lawFirmExpensesDictionary = defaultdict(list)
for lawFirmExpense in lawFirmExpenses:
lawFirmID = lawFirmExpense['lawFirmID']
invoiceDate = lawFirmExpense['invoiceDate']
lawFirmExpensesDictionary[(lawFirmID, invoiceDate)].append(lawFirmExpense)
lawFirmBills = []
for (lawFirmID, invoiceDate), lawFirmExpenses in lawFirmExpensesDictionary.iteritems():
lawFirmBills.append({
'lawFirmID': lawFirmID,
'lawFirmExpenses': lawFirmExpenses,
'invoiceDate': invoiceDate,
})
return lawFirmBills
class ApplicationError(Exception):
pass
def make_customer_name(*parts):
customerName = QUICKBOOKS_SEPARATOR.join(x.replace(QUICKBOOKS_SEPARATOR, ' ') for x in parts)
return customerName[:QUICKBOOKS_CUSTOMER_NAME_LEN_MAX].replace(':', '')
def summarize_candidatePacks(packs):
packCount = len(packs)
print '%i candidate%s' % (packCount, 's' if packCount != 1 else '')
def summarize_mismatches(mismatches):
mismatchCount = len(mismatches)
print '%i mismatch%s' % (mismatchCount, 'es' if mismatchCount != 1 else '')
def summarize_newPacks(packs):
packCount = len(packs)
print '%i new' % packCount
if __name__ == '__main__':
technologies = [{
'id': 1,
'case': 'AAA',
'title': 'BBB',
}]
patents = [{
'id': 10,
'technologyID': 1,
'title': 'XXX',
'lawFirmID': 30,
'lawFirmCase': 'YYY',
'filingDate': '20000101',
'serial': 'ZZZ',
'statusID': 40,
'typeID': 50,
'countryID': 60,
}]
patentTypes = [{
'id': 50,
'name': 'MMM',
}]
lawFirms = [{
'id': 1000,
'name': 'WWW',
}]
lawFirmExpenses = [{
'lawFirmID': 1000,
'lawFirmCase': 'YYY',
'invoiceDate': datetime.datetime(2011, 1, 1).date(),
'invoiceNumber': '000000',
'invoiceAmount': '9.99',
'description': 'ABCDEF',
}]
qb = QuickBooks(applicationName=QUICKBOOKS_APPLICATION_NAME)
qbr = QBRosetta(technologies, patents, patentTypes, lawFirms)
print '--- Technologies ---'
qb.synchronize(technologies, 'Customer', dict(
equal=qbr.equal_technology,
parse_result=qbr.parse_customer,
update_result=qbr.format_customer,
format_result=qbr.format_customer,
# expand_results=
# collapse_packs=
prompt_update=lambda pack, oldPack: True,
prompt_save=lambda newPacks, newResults: True,
# show_parse_error=
summarize_candidatePacks=summarize_candidatePacks,
summarize_mismatches=summarize_mismatches,
summarize_newPacks=summarize_newPacks,
))
print '--- Patents ---'
qb.synchronize(patents, 'Customer', dict(
equal=qbr.equal_patent,
parse_result=qbr.parse_job,
update_result=qbr.format_job,
format_result=qbr.format_job,
# expand_results=
# collapse_packs=
prompt_update=lambda pack, oldPack: True,
prompt_save=lambda newPacks, newResults: True,
# show_parse_error=
summarize_candidatePacks=summarize_candidatePacks,
summarize_mismatches=summarize_mismatches,
summarize_newPacks=summarize_newPacks,
))
print '--- Law Firms ---'
qb.synchronize(lawFirms, 'Vendor', dict(
equal=qbr.equal_lawFirm,
parse_result=qbr.parse_vendor,
update_result=qbr.format_vendor,
format_result=qbr.format_vendor,
# expand_results=
# collapse_packs=
prompt_update=lambda pack, oldPack: True,
prompt_save=lambda newPacks, newResults: True,
# show_parse_error=
summarize_candidatePacks=summarize_candidatePacks,
summarize_mismatches=summarize_mismatches,
summarize_newPacks=summarize_newPacks,
))
print '--- Expense Accounts ---'
qb.synchronize([{'name': '6100 - Patent Related Expenses'}], 'Account', dict(
equal=lambda account1, account2: account1['name'].lower() == account2['name'].lower(),
parse_result=lambda result: {'name': result['FullName']},
# update_result=,
format_result=lambda account: OrderedDict([('Name', account['name']), ('AccountType', 'Expense')]),
# expand_results=,
# collapse_packs=,
# prompt_update=,
prompt_save=lambda newPacks, newResults: True,
# show_parse_error=
summarize_candidatePacks=summarize_candidatePacks,
summarize_mismatches=summarize_mismatches,
summarize_newPacks=summarize_newPacks,
))
print '--- Expenses ---'
qb.synchronize(lawFirmExpenses, 'Bill', dict(
equal=qbr.equal_expense,
parse_result=qbr.parse_bill,
update_result=qbr.update_bill,
format_result=qbr.format_bill,
expand_results=qbr.expand_bills,
collapse_packs=qbr.collapse_expenses,
prompt_update=lambda pack, oldPack: True,
prompt_save=lambda newPacks, newResults: True,
# show_parse_error=
summarize_candidatePacks=summarize_candidatePacks,
summarize_mismatches=summarize_mismatches,
summarize_newPacks=summarize_newPacks,
), {'IncludeLineItems': 1})