I need to look at the "audit" log for quickbooks using the SDK. I am basically looking to sync quickbooks transactions to a 3rd party platform (for reference purposes)
I cant find a reference to the audit log in the OSR, but I do see "TransactionsQuery". What is not clear to me is if this will be "all" transactions, or if you need to specify a specific customer?
Any ideas?
As William indicated in his answer, the audit log is accessible via a GeneralDetailReport.
As far as actual transactions goes, TransactionQuery will get you all transactions. You do not need to specify a customer.
However, it will only get you summary details of all transactions (e.g. no line items on the invoices, etc.) so if you need detailed information for each transaction, it won't work for you.
If you need details for each transaction, you have to do individual queries for each transaction type (e.g. InvoiceQuery, ReceivePaymentQuery, BillQuery, etc. etc. etc.) so that you get back the details/lines for each.
Look at the GeneralDetailReport, with the GeneralDetailReportType set to AuditTrail.
Related
I am a BI administrator and author on my OBIEE (12.2.1.3.0). I need to create an analytics on users' browsing history. And then share it to their manager who is just another normal user himself (not an administrator). So I searched on Google for a solution. but, I didn't find anything other than "Manage Sessions" section in administration. However, that just shows online sessions, but I need the report per user and their last login time and browsing information. Besides, I don't want to give the manager administration privilege to access this section. instead, I want to create an analytics for him. but for analytics I need a relevant "Subject Area". I don't know if there is a table in OBIEE repository where I can query from. or generally, I might be thinking incorrectly and there are other ways to handle this kind of requirement. Any idea?
Actually yes, it is possible. As you may know, OBIEE repository tables, which can be used to show to end users as subject area that this is usgae tracking utility, just track information around sent queries to BI server and not more about users specifically.
In this occasion, you can use a method which called enhanced usage tracking for OBIEE that is presented completely here:
https://www.rittmanmead.com/blog/2016/12/enhanced-usage-tracking-for-obiee-now-available-as-open-source/
This is exactly what you want. All detail information about users activities in OBIEE and enve some redundant ones. You can create a physical table, then add it to repository file and display as subject area to end user with any permission.
Of course, according to your software environment or implementation structure, you are supposed to make some changes in this manner.
I hope this goes well.
I am have been using rails for about a week now and have created a website/app which for simplicity's sake we can call a job board. Users can create listings which other users can then apply for. Everything is working as desired. The next thing that I want to set up is the ability to charge users to create the listings.
After extensive searching, I can't find any tutorials that explain this process, just the typical cart and checkout for selling physical products.
I have been pondering solutions but I wanted to consult here for pro advice.
For the payment process (at least for now) I will most likely use active merchant and Paypal as I am based in Europe.
My current doubts are with setting up the modeling.
Would it be better to create a new model eg. 'credits', have users purchase 'credits', then run a variable when trying to create a 'job', eg. if_user_has_credits post the job else link to buy_credits_path, or is there a more direct way of achieving this through the already functional user and jobs models?
Any advice on setting up this functionality would be greatly appreciated.
Thanks.
I would try to create a credit system, so users just have to purchase credits and you can just drive the user to purchase credits in case they do not have enough for create a listing:
Simple one: Store the user' credit as balance field in the database, and all actions ("add", "deduct") are logged but not used to compute the latest balance. The balance-based way gives you fast access to the current amount
History based: Don't store the balance in database. The balance is computed by looking at the history of transactions, e.g. ("add", "deduct"). The history-based way gives you auditing. The history table should store the transaction, a timestamp, the balance before the transaction happened, and ideally a way to track the funds' source/destination.
You can use both. See the Ruby toolbox for bookeeping and Plutus
I recommend also using logging, and ideally read about secure log verification and provable timestamp chaining.
For logging details see techniques for ensuring verifiability of event log files
I am looking for solution of logging data changes for public API.
There is a need to tell client app which tables form db has changed and need to be synchronised since the app synchronised last time and also need to be for specific brand and country.
Current Solution:
Version table with class_names of models which is touched from every model on create, delete, touch and save action.
When we are touching version for specific model we also look at the reflected associations and touch them too.
Version model is scoped to brand and country
REST API is responding to a request that includes last_sync_at:timestamp, brand and country
Rails look at Version with given attributes and return class_names of models which were changed since lans_sync_at timestamp.
This solution works but the problem is performance and is also hard to maintenance.
UPDATE 1:
Maybe the simple question is.
What is the best practice how to find out and tell frontend apps when and what needs to be synchronized. In terms of whole concept.
Conditions:
Front end apps needs to download only their own content changes not whole dataset.
Does not invoked synchronization when application from different country or brand needs to be synchronized.
Thank you.
I think that the best solution would be to use redis (or some other key-value store) and save your information there. Writing to redis is much faster than any sql db. You can write some service class that would save the data like:
RegisterTableUpdate.set(table_name, country_id, brand_id, timestamp)
Such call would save given timestamp under key that could look like i.e. table-update-1-1-users, where first number is country id, second number is brand id, followed by table name (or you could use country and brand names if needed). If you would like to find out which tables have changed you would just need to find redis keys with query "table-update-1-1-*", iterate through them and check which are newer than timestamp sent through api.
It is worth to rmember that redis is not as reliable as sql databases. Its reliability depends on configuration so you might want to read redis guidelines and decide if you would like to go for it.
You can take advantage of the fact that ActiveModel automatically logs every time it updates a table row (the 'Updated at' column)
When checking what needs to be updated, select the objects you are interested in and compare their 'Updated at' with the timestamp from the client app
The advantage of this approach is that you don't need to keep an additional table that lists all the updates on models, which should speed things up for the API users and be easier to maintain.
The disadvantage is that you cannot see the changes in data over time, you only know that a change occurred and you can access the latest version. If you need to track changes in data over time efficiently, than I'm afraid you'll have to rework things from the top.
(read last part - this is what you are interested in)
I would recommend that you use the decorator design pattern for changing the client queries. So the client sends a query of what he wants and the server decides what to give him based on the client's last update.
so:
the client sends a query that includes the time it last synched
the server sees the query and takes into account the client's nature (device-country)
the server decorates (changes accordingly) the query to request from the DB only the relevant data, and if that is not possible:
after the data are returned from the database manager they are trimmed to be relevant to where they are going
returns to the client all the new stuff that the client cares about.
I assume that you have a time entered field on your DB entries.
In that case the "decoration" of the query (abstractly) would be just to add something like a "WHERE" clause in your query and state you want data entered after the last update.
Finally, if you want that to be done for many devices/locales/whatever implement a decorator for the query and the result of the query and serve them to your clients as they should be served. (Keep in mind that in contrast with a subclassing approach you will only have to implement one decorator for each device/locale/whatever - not for all combinations!
Hope this helped!
I have now played with the QBO and QBD APIs and feel I have a fair understanding of how it thinks and how to interact with it. So now it is time to design the actual integration solution.
Inside my application you can create new customers, quote services, perform services, and soon, pass invoices to QuickBooks, sounds easy.
But what if the customer is not in QB yet? No problem - for each invoice I will look up the customer (need the id anyway) and if it doesn’t exist, add it. But if I have to look up the customer for each invoice it seems like it might be slow. I will likely have 30,000 customers and have 500-3000 invoices per day.
So my question is this; what are others doing?
a) Are you storing the QB id for each customer in your data?
b) How do you detect address changes (changed in your app and changed in QB)?
c) Is the batch submission interface so much faster I should use that?
Thanks for your help!
We often times do store the QB id in our database for use. If we post an invoice into QB, we'll then store the QB id for future use if we need to modify it.
As far as detecting changes on the customer record and other info, there's a couple ways to handle the conflict resolution. One is to keep a timestamp on your side as to when changes are made. You can then compare this with the timestamp of the last change on the QB record and then make your decision as to which one gets updated.
FreddyMac,
To detect changes on the Intuit side you can construct a query with a CDCasOf Filter, which will return only the data that has changed since a date you provide. (ChangeDataCapture as of)
https://ipp.developer.intuit.com/0010_Intuit_Partner_Platform/0050_Data_Services/0500_QuickBooks_Windows/0100_Calling_Data_Services/0015_Retrieving_Objects
You need to keep track of data changes on your side.
The batch submission is not faster, its just easier for you to write the code.
The IPP SDK can queue the API calls for your and aggregate the responses.
regards,
Jarred
I'm using trying to interface with Quickbooks Online for an internal application that will push and pull transactions using qbXML. My problem is that I can't figure out which message I need to send in order to list and add the items listed under the "Banking" > "Registers" page. I've gone through the messages listed in the Onscreen Reference for Intuit Software Development Kits and none of them seem to give me this information.
Also, does anyone know of a list that explains what each message does?
If you're in a bank account register, you're writing checks. There are 3 kinds of checks in QuickBooks:
Expense checks - if you added a check directly in the register window, you would be adding an expense check.
Bill payment checks - these appear in a check register, but you can only add them with a bill payment operation.
Payroll checks - these appear in the check register, but they can only be added using the Intuit Payroll Service or by enabling manual payroll (almost no one does manual payroll in actual practice, but it is good to know about for testing purposes).
The first 2 types of checks have their own message type: the Add/Mod Check and Add/Mod BillPayment messages respectively. Payroll checks can't be added by the SDK. You can query all 3 types using a Transaction query message. I should also mention that it's possible to add an entry in any register using a journal entry, but that's not a good idea unless you are certain you know what you're doing.
I hate to tell you this, but the best reference for QuickBooks messages is the one you're already using. There are also XML files in the <sdk root>\docs directory that describe SDK operations. But there is really no substitute for understanding how QuickBooks operates from a user's perspective.
If you're going to be working with QuickBooks integration, it's a good idea to make friends with one or more QuickBooks Pro Advisors so you can run these kinds of issue by them. The relationship is generally mutually beneficial, since QuickBooks Pro Advisors often find it handy to have access to an SDK programmer.