refactoring 1. step

This commit is contained in:
2026-03-02 10:09:24 -06:00
parent 198126c13e
commit 7226883a2e
18 changed files with 2915 additions and 2784 deletions

271
src/routes/customers.js Normal file
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/**
* Customer Routes
* Handles customer CRUD operations and QBO sync
*/
const express = require('express');
const router = express.Router();
const { pool } = require('../config/database');
const { getOAuthClient, getQboBaseUrl } = require('../config/qbo');
const { makeQboApiCall } = require('../../qbo_helper');
// GET all customers
router.get('/', async (req, res) => {
try {
const result = await pool.query('SELECT * FROM customers ORDER BY name');
res.json(result.rows);
} catch (error) {
console.error('Error fetching customers:', error);
res.status(500).json({ error: 'Error fetching customers' });
}
});
// POST create customer
router.post('/', async (req, res) => {
const {
name, contact, line1, line2, line3, line4, city, state, zip_code,
account_number, email, phone, phone2, taxable, remarks
} = req.body;
try {
const result = await pool.query(
`INSERT INTO customers (name, contact, line1, line2, line3, line4, city, state, zip_code, account_number, email, phone, phone2, taxable, remarks)
VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12, $13, $14, $15) RETURNING *`,
[name, contact || null, line1 || null, line2 || null, line3 || null, line4 || null,
city || null, state || null, zip_code || null, account_number || null,
email || null, phone || null, phone2 || null,
taxable !== undefined ? taxable : true, remarks || null]
);
res.json(result.rows[0]);
} catch (error) {
console.error('Error creating customer:', error);
res.status(500).json({ error: 'Error creating customer' });
}
});
// PUT update customer
router.put('/:id', async (req, res) => {
const { id } = req.params;
const {
name, contact, line1, line2, line3, line4, city, state, zip_code,
account_number, email, phone, phone2, taxable, remarks
} = req.body;
try {
const result = await pool.query(
`UPDATE customers
SET name = $1, contact = $2, line1 = $3, line2 = $4, line3 = $5, line4 = $6,
city = $7, state = $8, zip_code = $9, account_number = $10, email = $11,
phone = $12, phone2 = $13, taxable = $14, remarks = $15, updated_at = CURRENT_TIMESTAMP
WHERE id = $16
RETURNING *`,
[name, contact || null, line1 || null, line2 || null, line3 || null, line4 || null,
city || null, state || null, zip_code || null, account_number || null,
email || null, phone || null, phone2 || null,
taxable !== undefined ? taxable : true, remarks || null, id]
);
const customer = result.rows[0];
// QBO Update
if (customer.qbo_id) {
try {
const oauthClient = getOAuthClient();
const companyId = oauthClient.getToken().realmId;
const baseUrl = getQboBaseUrl();
// Get SyncToken
const qboRes = await makeQboApiCall({
url: `${baseUrl}/v3/company/${companyId}/customer/${customer.qbo_id}`,
method: 'GET'
});
const qboData = qboRes.getJson ? qboRes.getJson() : qboRes.json;
const syncToken = qboData.Customer?.SyncToken;
if (syncToken !== undefined) {
const updatePayload = {
Id: customer.qbo_id,
SyncToken: syncToken,
sparse: true,
DisplayName: name,
CompanyName: name,
PrimaryEmailAddr: email ? { Address: email } : undefined,
PrimaryPhone: phone ? { FreeFormNumber: phone } : undefined,
Taxable: taxable !== false,
Notes: remarks || undefined
};
// Contact → GivenName / FamilyName
if (contact) {
const parts = contact.trim().split(/\s+/);
if (parts.length >= 2) {
updatePayload.GivenName = parts[0];
updatePayload.FamilyName = parts.slice(1).join(' ');
} else {
updatePayload.GivenName = parts[0];
}
}
// Address
const addr = {};
if (line1) addr.Line1 = line1;
if (line2) addr.Line2 = line2;
if (line3) addr.Line3 = line3;
if (line4) addr.Line4 = line4;
if (city) addr.City = city;
if (state) addr.CountrySubDivisionCode = state;
if (zip_code) addr.PostalCode = zip_code;
if (Object.keys(addr).length > 0) updatePayload.BillAddr = addr;
console.log(`📤 Updating QBO Customer ${customer.qbo_id} (${name})...`);
await makeQboApiCall({
url: `${baseUrl}/v3/company/${companyId}/customer`,
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(updatePayload)
});
console.log(`✅ QBO Customer ${customer.qbo_id} updated.`);
}
} catch (qboError) {
console.error(`⚠️ QBO update failed for Customer ${customer.qbo_id}:`, qboError.message);
}
}
res.json(customer);
} catch (error) {
console.error('Error updating customer:', error);
res.status(500).json({ error: 'Error updating customer' });
}
});
// DELETE customer
router.delete('/:id', async (req, res) => {
const { id } = req.params;
try {
// Load customer
const custResult = await pool.query('SELECT * FROM customers WHERE id = $1', [id]);
if (custResult.rows.length === 0) {
return res.status(404).json({ error: 'Customer not found' });
}
const customer = custResult.rows[0];
// Deactivate in QBO if present
if (customer.qbo_id) {
try {
const oauthClient = getOAuthClient();
const companyId = oauthClient.getToken().realmId;
const baseUrl = getQboBaseUrl();
// Get SyncToken
const qboRes = await makeQboApiCall({
url: `${baseUrl}/v3/company/${companyId}/customer/${customer.qbo_id}`,
method: 'GET'
});
const qboData = qboRes.getJson ? qboRes.getJson() : qboRes.json;
const syncToken = qboData.Customer?.SyncToken;
if (syncToken !== undefined) {
console.log(`🗑️ Deactivating QBO Customer ${customer.qbo_id} (${customer.name})...`);
await makeQboApiCall({
url: `${baseUrl}/v3/company/${companyId}/customer`,
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
Id: customer.qbo_id,
SyncToken: syncToken,
sparse: true,
Active: false
})
});
console.log(`✅ QBO Customer ${customer.qbo_id} deactivated.`);
}
} catch (qboError) {
console.error(`⚠️ QBO deactivate failed for Customer ${customer.qbo_id}:`, qboError.message);
}
}
// Delete locally
await pool.query('DELETE FROM customers WHERE id = $1', [id]);
res.json({ success: true });
} catch (error) {
console.error('Error deleting customer:', error);
res.status(500).json({ error: 'Error deleting customer' });
}
});
// POST export customer to QBO
router.post('/:id/export-qbo', async (req, res) => {
const { id } = req.params;
try {
const custResult = await pool.query('SELECT * FROM customers WHERE id = $1', [id]);
if (custResult.rows.length === 0) return res.status(404).json({ error: 'Customer not found' });
const customer = custResult.rows[0];
if (customer.qbo_id) return res.status(400).json({ error: 'Customer already in QBO' });
const oauthClient = getOAuthClient();
const companyId = oauthClient.getToken().realmId;
const baseUrl = getQboBaseUrl();
const qboCustomer = {
DisplayName: customer.name,
CompanyName: customer.name,
PrimaryEmailAddr: customer.email ? { Address: customer.email } : undefined,
PrimaryPhone: customer.phone ? { FreeFormNumber: customer.phone } : undefined,
Taxable: customer.taxable !== false,
Notes: customer.remarks || undefined
};
// Contact
if (customer.contact) {
const parts = customer.contact.trim().split(/\s+/);
if (parts.length >= 2) {
qboCustomer.GivenName = parts[0];
qboCustomer.FamilyName = parts.slice(1).join(' ');
} else {
qboCustomer.GivenName = parts[0];
}
}
// Address
const addr = {};
if (customer.line1) addr.Line1 = customer.line1;
if (customer.line2) addr.Line2 = customer.line2;
if (customer.line3) addr.Line3 = customer.line3;
if (customer.line4) addr.Line4 = customer.line4;
if (customer.city) addr.City = customer.city;
if (customer.state) addr.CountrySubDivisionCode = customer.state;
if (customer.zip_code) addr.PostalCode = customer.zip_code;
if (Object.keys(addr).length > 0) qboCustomer.BillAddr = addr;
const response = await makeQboApiCall({
url: `${baseUrl}/v3/company/${companyId}/customer`,
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(qboCustomer)
});
const data = response.getJson ? response.getJson() : response.json;
const qboId = data.Customer?.Id;
if (!qboId) throw new Error('QBO returned no ID');
await pool.query('UPDATE customers SET qbo_id = $1 WHERE id = $2', [qboId, id]);
console.log(`✅ Customer "${customer.name}" exported to QBO (ID: ${qboId})`);
res.json({ success: true, qbo_id: qboId, name: customer.name });
} catch (error) {
console.error('QBO Customer Export Error:', error);
res.status(500).json({ error: 'Export failed: ' + error.message });
}
});
module.exports = router;