Name on Check in QuickBooks SDK - quickbooks

I have a customer requirement to export the checks written in QuickBooks into a specific format because their bank allows fraud prevention by uploading a file and they verify the name on the check against what you give them before clearing it.
I looked at the QuickBooks SDK (we use the XML to communicate in general) and It references a field on the check called PayeeEntityRef with a FullName property, but typically in QuickBooks that data structure would indicate what the entity is called, not what appears on the check (Vendors have a NameOnCheck property, for example, which can be something other than their name).
Without coding up multiple test cases to demonstrate QuickBooks behavior here, does anyone have experience with getting the name as it was printed on the check? What is the best way to do it?

It's somewhat possible to get what you are wanting, but there are going to be some hiccups that you'll need to let you client know about. The main problem being that there's no way to retrieve the actual name printed on the check.
You would first need to query for the Checks/Bill Payment - Checks for the bank account. Then, using the PayeeEntityRef (I would use the ListID component) figure out which "List" the entity is on; Customer, Vendor, Employee, or Other. I don't know of any way to tell which list the PayeeEntityRef is from other than doing a query for each of the lists.
If the PayeeEntityRef is a Vendor or Employee, then you can retrieve the NameOnCheck value. The only thing you would need to keep in mind is that if the NameOnCheck has been modified AFTER the check was printed, the names will not match.
If the PayeeEntityRef is a Customer or Other name, then you have to do a little bit more. The value that QuickBooks uses for the printed name is based on what fields are filled out for the customer record. It first will use the CompanyName field if it is not null. Next, it will try to use the First/Middle/LastName fields, if they are not null. Finally, it will use the Name field as a last resort. Keep in mind that this is not the FullName field, just the Name field.
I haven't tested this with an "Other" name, as I have my clients try not to use that list, but I would imagine it's similar to how Customers work.

Related

Possible to select a specific entity without knowing the key in OData?

I have a problem where I need to select a specific value from a specific entity from a entity set, however, I need to do it in a way without knowing the key.
This is the query I actually need:
odata/..../picklistLabels(locale='en_GB',optionId=10819)/label
However I need to program it in a way so it automatically selects the label without knowing the optionId. Is there a way to do this in OData?
From your question, I think that you want to perform a navigation but you don't have a key. Unfortunately, this exact functionality isn't available, however, you can perform an expand like this:
odata/..../picklistLabels?$filter=locale eq 'en_GB' and optionId=10819&$expand=label
This will get you the same information that the other call would do but in a slightly different format, you would have to find the first element in the array and then get the label property to get that information
As an aside, if you have the option to change the server (I'm guessing not due to the sapui5 tag but it might be useful for other users) you could change the key. If the locale and the optionId are enough to identify the object, then you could make these into a composite key. Here is a link for an example within the WebAPI OData source code: https://github.com/OData/ODataSamples/tree/master/WebApi/v4/ODataCompositeKeySample

ASP.NET Model Id in ViewModel - is it safe?

Scenario:
(with an ASP.NET web app - Core or MVC)
I have a database with Users and Items for each user.
That means the UserId is a foreign key in the Items table.
From the browser I login as a User. I get my Items as a list of ItemViewModels, which are mapped (AutoMapper) to ItemViewModels via a simple api GET request.
I want to update one of the items (which should belong to me - the logged in user) via a simple API call. So I send the modified item back to the server via a PUT request as an ItemViewModel.
First approach:
The simplest approach would be to include the Item's database ID, ItemId, in the ItemViewModel - so when I receive the item to be updated as an ItemViewModel, I can map it back to the existing item in the database.
This however sounds pretty unsafe to me, as anyone could modify the PUT request with any ItemId and affect items which don't belong to the user who executed the request. Is there anything I'm missing about this approach?
Second approach:
Don't pass the database PK ItemId in the ItemViewModel.
Instead use an additional form of identification: let's say that user X has 10 items. And they are numbered from 1 to 10 using a property named UserItemId(which also exists in the database).
I can then pass this UserItemId in the ItemViewModel and when I get it back I can map it to an existing Item in the database (if all was ok with the request) or discard it and reject the request if the UserItemId didn't match anything from the logged in user's items.
Is anyone using this approach?
Pros:
The user only has access to it's own items and can't affect anyone else's since it doesn't know the actual Item ID (primary key), and any modifications are restricted to it's items.
Cons:
A great deal of extra management must be implemented on the server side for this approach to work.
Any other approaches ?
Please consider that the case mentioned above applies to all entities in the database which a client side implementation can CRUD, so it's not just the simple case described above.
The proposed solution should work for the entire app data.
I know this question has been asked here and here but the first one doesn't have a satisfying answer and I don't think the second one really applies to my situation, since it just deals with the UserId.
Thanks.
EDIT
Please consider the Item above as an aggregate root which contains multiple complex subItems each with a table in the db. And the question applies for them as much as for the main Item. That means that each subItem is passed as a ViewModel to the client.
I should mention that regarding further securing the update request:
For the first approach I can easily check if the user is allowed to change the item. But I should do this for all subItems too.
For the second approach I can check if the user can update the Item as follows: I get the userItemId of the incoming ViewModel -> I get all the logged in user's items from the database and try to find a match with the same userItemId, if I get a hit then I proceed with the update.
I think your application is not secure, if you only hide the Id.
You must check, before changing the database entity, if the user is allowed to change the entity.
In your case you should check, if your Id from the authenticated user is the UserId in your item.
If your ViewModel ist similar or identical for your API you could use a FilterAttribute in your controller.

GORM read only columns

Most of our tables have one or more columns which are set by the database, either by a trigger, or we want to use the database default value (which requires not sending the field at all in the insert or update)
This includes transaction dates set in the dB (so all the times are times stamped very accurately by a single source, not relying on the accuracy of the time on an arbitrary server or pc.)
The second VERY common use case is say if a customer record has his address and a last logged in field. the last logged in field (and number of failed logins) is set by another part of the system (e.g. by a web site server). The current overly simplistic CRUD system which GORM provides would overwrite such a field when an operator or customer edits their address for example. This is because GORM includes in its update and insert statements every field, even if it's null, or if it has not been changed.
We need a way to scrub the field from inserts and updates, but still have it used in the read calls.
I.e. a true "read only" attribute.
We tried this:
failedLogins editable: false, attributes: [readonly:true]
Which has no effect on the SQL generated (and doesn't even affect the scaffolded UIs - its still editable in create and edit, in grails 2.4.4 at least, but thats another story)
When we do want to explicitly write one of these fields, such as number of failed logins, we would resort to using embedded SQL.
I saw this post: Read-Only columns
Which asks exactly the same question, but only gives one solution, which is this plugin:
extended GORM mappings
Unfortunately, this plugin has not been updated since 2010, and only works with 1.3. We need something which works with 2.4.4.
Any grails app which has multiple systems which edits independent fields needs something like this, or to do extensive locking (Which is usually out of the question).
E.g. an operator opens the customer details for editing, edits something editable (e.g. address), then the operator fails a login on the website (a different grails or non-grails app), then the operator saves the player details. If the saving included the numberOfFailedLogins field, the system would fail. If opening the player details for editing locked the player, then the player would not be able to login, as updating the "lastLoggedIn" or "numFailedLogins" would fail to be able to write due to the lock. The solution is VERY simple - read only columns. Another way would be to put each read only type field in their own tables, but this would be untenable (and result in hundreds of one field tables)
Or we go back to using MyBatis, which has no such issues, and full control. Sadly, there is no good mybatis plugin for grails.
You can use derived properties for string and number properties:
class Batch {
String name
Integer timesRun
static mapping = {
timesRun formula: 'times_run' //times_run is a column in the "batch" table
}
}
In the code above, timesRun would be read in from the database but ignored in inserts and updates as Hibernate considers the column a calculated one.
Updated the example because the original one may have been misleading
This probably doesn't specifically answer your question, but you can use dynamicUpdates to tell GORM to only update the properties of the domain object that have changed during the current session. So as long as you don't change the "read-only" property in your code it won't be set in the SQL update statement generated by Grails. For added safety you could override (and noop) the setter so that your code can never change that property.
https://grails.github.io/grails-doc/latest/ref/Database%20Mapping/dynamicUpdate.html
One of the downsides of dynamicUpdates is that it might make the Hibernate query cache less useful. However, it seems that some Grails/Hibernate experts recommend that you disable the query cache anyway (at least in older versions of Grails). Not sure if that's true of Grails 2.4+
http://grails.github.io/grails-howtos/en/performanceTuning.html
http://www.anyware.co.uk/2005/2012/11/12/the-false-optimism-of-gorm-and-hibernate/
http://tech.puredanger.com/2009/07/10/hibernate-query-cache/

REST URL naming convention /items/{id} vs /items?id={id}

I understand that in MVC pattern and in REST services it is common to use URIs like /items/{id} but what is bad thing about using query parameters in the URI?
GET /items/{id} vs GET /items?id={id}
Further, lets say an entity has 'referenceId' field that points to some related (say parent) entity, and I need to create REST service to get all items for parent entity, which way is better:
GET(POST) /items/parent/{parentId}
or
GET(POST) /items?parent={parentId}
Will be grateful for insights that would help to resolve my subjective issues on constructing URLs for REST services.
I would use the following schemes.
/items/id
This uniquely addresses a resource of items with id id. We are not using parameters as a parameter to uniquely address this resource (as is the case with the other option). Just as
miguelcobain suggests.
/parent/id/items
Here id is an id to uniquely address a resource of parent and from those we collect/retrieve the items it references. From what you have said in the question it seems that parent references multiple items, like a container or collection.
The convention I use for this is to narrow down the scope going from left to right. Therefore in case items could be active or inactive. Thusly items have a property or attribute to be active or inactive. Narrowing down on this I get the following scheme:
/items/active
/parent/id/active
For your first question:
/items/{id} should retrieve a single resource with the specified id or 404 if it doesn't exist.
/items/?id={id} should retrieve an array (even if only one in the array) because you are querying the collection.
For your second question:
I agree with #miguelcobain's assessment - if the item is a specific resource/entity, just use the proper resource path to retrieve it.
To make this easier on the consumer, create a link header with rel="parent" and/or include the uri in the child resource. For an example of link headers, see GitHub's pagination api.
Of course, REST principles don't care about aesthetic details on URLs. It just imposes that every resource should be uniquely addressable.
Furthermore, using the query parameters to uniquely address something "kind of" violates the semantics of a "parameter", doesn't it? A parameter should be something optional, something additional and parameterized. Something like a detailed search on a collection of items, for example.
What you wrote may make sense in some cases. It depends.
In your example, is the item really a resource? If not, you could just do GET(POST) /parents/{parentId}.
If parent is, say, a boolean, and you want to search the items that have parent equals to true, then using the parameters makes sense. But since you're explicitly saying that you want a parent with a specific id, I assume that parent is a resource itself and I would uniquely address that resource using your option 1.
I hope I made myself clear.
It seems to me there are no rules to follow.
items/{id} - this convention is suitable for GET item by given id. If user doesn't provide id then it returns 404 status code.
items/id={id}&name={name} - this type of convention is suitable for search multiple items by given criteria. If no items are found, it is not a 404 situation, you simply say "I successfully found nothing matching your search criteria"

Custom properties

I have a requirement from a client to give them the option to add custom fields to a program i am going to write for them. The custom fields will be on a per/poco basis. What is the best way of handling custom properties like this. I am going to use SQL Server and ASP.NET MVC4.
Just need a starting point..
thanks in advance.
The way we handle this where I work is storing the information in a database table. We store the field name, the value, and some identifier for which object it belongs to. Sometimes we have an additional table stores the specific list of available values.
When it's pulled out of the db, we place it in a dictionary list. If you set up some conventions then it's not too bad building validation for the fields. I.E. any field name with "phone" in the name gets validated as a phone number.

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