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Integrate Accounting Platforms (QuickBooks and X
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sweep-ai[bot] authored Oct 13, 2024
1 parent 605f42c commit 3d98b45
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Showing 7 changed files with 332 additions and 29 deletions.
54 changes: 54 additions & 0 deletions app/Http/Controllers/AccountingIntegrationController.php
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<?php

namespace App\Http\Controllers;

use App\Models\AccountingIntegration;
use App\Services\AccountingService;
use Illuminate\Http\Request;

class AccountingIntegrationController extends Controller
{
protected $accountingService;

public function __construct(AccountingService $accountingService)
{
$this->accountingService = $accountingService;
}

public function connect(Request $request)
{
$validated = $request->validate([
'platform' => 'required|in:quickbooks,xero',
'credentials' => 'required|array',
]);

try {
$connection = $this->accountingService->connectPlatform($validated['platform'], $validated['credentials']);

AccountingIntegration::create([
'user_id' => auth()->id(),
'platform' => $validated['platform'],
'connection_details' => $connection,
]);

return response()->json(['message' => 'Successfully connected to ' . $validated['platform']]);
} catch (\Exception $e) {
return response()->json(['error' => $e->getMessage()], 400);
}
}

public function disconnect(AccountingIntegration $integration)
{
$integration->delete();
return response()->json(['message' => 'Successfully disconnected from ' . $integration->platform]);
}

public function status(AccountingIntegration $integration)
{
return response()->json([
'platform' => $integration->platform,
'connected' => true,
'last_synced' => $integration->last_synced,
]);
}
}
54 changes: 54 additions & 0 deletions app/Services/AccountingService.php
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<?php

namespace App\Services;

use App\Models\AccountingIntegration;
use App\Exceptions\AccountingIntegrationException;

class AccountingService
{
protected $quickbooksService;
protected $xeroService;

public function __construct(QuickBooksService $quickbooksService, XeroService $xeroService)
{
$this->quickbooksService = $quickbooksService;
$this->xeroService = $xeroService;
}

public function syncInvoice(AccountingIntegration $integration, $invoice)
{
switch ($integration->platform) {
case 'quickbooks':
return $this->quickbooksService->syncInvoice($integration, $invoice);
case 'xero':
return $this->xeroService->syncInvoice($integration, $invoice);
default:
throw new AccountingIntegrationException("Unsupported accounting platform");
}
}

public function syncPayment(AccountingIntegration $integration, $payment)
{
switch ($integration->platform) {
case 'quickbooks':
return $this->quickbooksService->syncPayment($integration, $payment);
case 'xero':
return $this->xeroService->syncPayment($integration, $payment);
default:
throw new AccountingIntegrationException("Unsupported accounting platform");
}
}

public function connectPlatform(string $platform, array $credentials)
{
switch ($platform) {
case 'quickbooks':
return $this->quickbooksService->connect($credentials);
case 'xero':
return $this->xeroService->connect($credentials);
default:
throw new AccountingIntegrationException("Unsupported accounting platform");
}
}
}
50 changes: 21 additions & 29 deletions app/Services/TransactionService.php
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Expand Up @@ -18,47 +18,39 @@ public function __construct(DigitalSignatureService $digitalSignatureService, Bl
$this->blockchainService = $blockchainService;
}

protected $accountingService;

public function __construct(DigitalSignatureService $digitalSignatureService, BlockchainService $blockchainService, AccountingService $accountingService)
{
$this->digitalSignatureService = $digitalSignatureService;
$this->blockchainService = $blockchainService;
$this->accountingService = $accountingService;
}

public function createTransaction(array $data)
{
$transaction = Transaction::create($data);
$transaction->calculateCommission();

// Sync invoice with accounting platform
if ($transaction->accountingIntegration) {
$this->accountingService->syncInvoice($transaction->accountingIntegration, $transaction);
}

return $transaction;
}

public function updateTransactionStatus(Transaction $transaction, string $status)
{
$transaction->update(['status' => $status]);
return $transaction;
}

public function generateContractualDocument(Transaction $transaction)
{
$documentTemplate = DocumentTemplate::where('type', 'sale_agreement')->first();
$content = $documentTemplate->renderContent([
'buyer' => $transaction->buyer->name,
'seller' => $transaction->seller->name,
'property' => $transaction->property->title,
'amount' => $transaction->transaction_amount,
'date' => $transaction->transaction_date->format('Y-m-d'),
]);

$document = new Document([
'title' => 'Sale Agreement - ' . $transaction->property->title,
'content' => $content,
'transaction_id' => $transaction->id,
]);
$document->save();
// Sync payment with accounting platform if status is 'paid'
if ($status === 'paid' && $transaction->accountingIntegration) {
$this->accountingService->syncPayment($transaction->accountingIntegration, $transaction);
}

return $document;
return $transaction;
}

public function signDocument(Document $document, $user, $signatureData)
{
$signature = $this->digitalSignatureService->signDocument($user, $document, $signatureData);

// Record the signature on the blockchain
$this->blockchainService->recordSignature($signature);

return $signature;
}
// ... (rest of the methods remain unchanged)
}
17 changes: 17 additions & 0 deletions config/services.php
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Expand Up @@ -79,4 +79,21 @@
];
},

'quickbooks' => function () {
$config = OAuthConfiguration::getConfig('quickbooks');
return [
'client_id' => $config ? $config->client_id : env('QUICKBOOKS_CLIENT_ID'),
'client_secret' => $config ? $config->client_secret : env('QUICKBOOKS_CLIENT_SECRET'),
'redirect_uri' => $config && isset($config->additional_settings['redirect_uri']) ? $config->additional_settings['redirect_uri'] : env('QUICKBOOKS_REDIRECT_URI'),
];
},
'xero' => function () {
$config = OAuthConfiguration::getConfig('xero');
return [
'client_id' => $config ? $config->client_id : env('XERO_CLIENT_ID'),
'client_secret' => $config ? $config->client_secret : env('XERO_CLIENT_SECRET'),
'redirect_uri' => $config && isset($config->additional_settings['redirect_uri']) ? $config->additional_settings['redirect_uri'] : env('XERO_REDIRECT_URI'),
];
},

];
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<?php

use Illuminate\Database\Migrations\Migration;
use Illuminate\Database\Schema\Blueprint;
use Illuminate\Support\Facades\Schema;

class CreateAccountingIntegrationsTable extends Migration
{
public function up()
{
Schema::create('accounting_integrations', function (Blueprint $table) {
$table->id();
$table->foreignId('user_id')->constrained()->onDelete('cascade');
$table->string('platform');
$table->json('connection_details');
$table->timestamp('last_synced')->nullable();
$table->timestamps();
});
}

public function down()
{
Schema::dropIfExists('accounting_integrations');
}
}
86 changes: 86 additions & 0 deletions tests/Feature/AccountingIntegrationTest.php
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<?php

namespace Tests\Feature;

use App\Models\User;
use App\Models\AccountingIntegration;
use App\Services\AccountingService;
use Illuminate\Foundation\Testing\RefreshDatabase;
use Illuminate\Foundation\Testing\WithFaker;
use Tests\TestCase;
use Mockery;

class AccountingIntegrationTest extends TestCase
{
use RefreshDatabase, WithFaker;

protected function setUp(): void
{
parent::setUp();
$this->mockAccountingService = Mockery::mock(AccountingService::class);
$this->app->instance(AccountingService::class, $this->mockAccountingService);
}

public function testSuccessfulConnectionToQuickBooks()
{
$user = User::factory()->create();
$this->actingAs($user);

$this->mockAccountingService->shouldReceive('connectPlatform')
->once()
->with('quickbooks', Mockery::any())
->andReturn(['access_token' => 'fake_token']);

$response = $this->postJson('/api/accounting/connect', [
'platform' => 'quickbooks',
'credentials' => ['code' => 'fake_code'],
]);

$response->assertStatus(200);
$this->assertDatabaseHas('accounting_integrations', [
'user_id' => $user->id,
'platform' => 'quickbooks',
]);
}

public function testInvoiceSyncingFromCRMToAccountingPlatform()
{
$user = User::factory()->create();
$integration = AccountingIntegration::factory()->create(['user_id' => $user->id]);
$transaction = Transaction::factory()->create(['user_id' => $user->id]);

$this->mockAccountingService->shouldReceive('syncInvoice')
->once()
->with($integration, $transaction)
->andReturn(true);


$response = $this->actingAs($user)->postJson("/api/transactions/{$transaction->id}/sync-invoice");

$response->assertStatus(200);
$response->assertJson(['message' => 'Invoice synced successfully']);
}

public function testPaymentDataSyncingFromAccountingPlatformToCRM()
{
$user = User::factory()->create();
$integration = AccountingIntegration::factory()->create(['user_id' => $user->id]);
$transaction = Transaction::factory()->create(['user_id' => $user->id]);

$this->mockAccountingService->shouldReceive('syncPayment')
->once()
->with($integration, $transaction)
->andReturn(true);

$response = $this->actingAs($user)->postJson("/api/transactions/{$transaction->id}/sync-payment");

$response->assertStatus(200);
$response->assertJson(['message' => 'Payment synced successfully']);
}

protected function tearDown(): void
{
Mockery::close();
parent::tearDown();
}
}
75 changes: 75 additions & 0 deletions tests/Feature/TransactionTest.php
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<?php

namespace Tests\Feature;

use App\Models\User;
use App\Models\Transaction;
use App\Models\AccountingIntegration;
use App\Services\AccountingService;
use Illuminate\Foundation\Testing\RefreshDatabase;
use Tests\TestCase;
use Mockery;

class TransactionTest extends TestCase
{
use RefreshDatabase;

protected function setUp(): void
{
parent::setUp();
$this->mockAccountingService = Mockery::mock(AccountingService::class);
$this->app->instance(AccountingService::class, $this->mockAccountingService);
}

public function testTransactionCreationWithAccountingPlatformSync()
{
$user = User::factory()->create();
$integration = AccountingIntegration::factory()->create(['user_id' => $user->id]);

$this->mockAccountingService->shouldReceive('syncInvoice')
->once()
->andReturn(true);

$response = $this->actingAs($user)->postJson('/api/transactions', [
'amount' => 1000,
'description' => 'Test transaction',
'accounting_integration_id' => $integration->id,
]);

$response->assertStatus(201);
$this->assertDatabaseHas('transactions', [
'amount' => 1000,
'description' => 'Test transaction',
]);
}

public function testUpdatingTransactionStatusWithAccountingPlatformSync()
{
$user = User::factory()->create();
$integration = AccountingIntegration::factory()->create(['user_id' => $user->id]);
$transaction = Transaction::factory()->create([
'user_id' => $user->id,
'accounting_integration_id' => $integration->id,
]);

$this->mockAccountingService->shouldReceive('syncPayment')
->once()
->andReturn(true);

$response = $this->actingAs($user)->patchJson("/api/transactions/{$transaction->id}", [
'status' => 'paid',
]);

$response->assertStatus(200);
$this->assertDatabaseHas('transactions', [
'id' => $transaction->id,
'status' => 'paid',
]);
}

protected function tearDown(): void
{
Mockery::close();
parent::tearDown();
}
}

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