createprojects.rb

#!/usr/bin/env ruby

#Creates projects from approved estimates in Freshbooks
#(c)2010 Ted Kulp [email protected]
#Requires the tedkulp-freshbooks.rb gem
#To install:
#  sudo gem install tedkulp-freshbooks.rb
#
#Create a ~/.freshbooks file (yaml format) with 'url' and 'key' keys
#to set the URL and API keys for freshbooks

#require File.dirname(__FILE__) + '/freshbooks.rb/lib/freshbooks'
require 'rubygems'
gem 'tedkulp-freshbooks.rb'
require 'freshbooks'
require 'pp'
config = YAML::load(File.read(File.join(ENV['HOME'], '.freshbooks')))

#Connect to Freshbooks
#TODO: Do something nice if the url or key isn't correct or the server
#is down or any number of bad things
FreshBooks::Base.establish_connection(config['url'], config['key'])

#Grab a list of estimates -- wish they had an API call for estimates
#with search.  C'est La Vie.
#TODO: Get multiple pages if they exist
estimates = FreshBooks::Estimate.list(:per_page => 100)
#puts estimates.size.to_s + "\n"

#Loop through all the found estimates and find the accepted ones
estimates.each do |estimate|
  if estimate.status == 'accepted'
    client_id = estimate.client_id
    project_name = "Estimate #" + estimate.number.to_s

    #Grab all projects with the given client id
    #See if there is a project named after our found estimate
    projects = FreshBooks::Project.list(:per_page => 100, :client_id => client_id)
    found = false
    projects.each do |project|
      if project.name == project_name
        found = true
      end
    end

    #If none is found, create a new project with the given estimate number
    if found == false
      puts "Need to create a project for Estimate #" + estimate.number.to_s + "\n"
      project = FreshBooks::Project.new
      project.client_id = client_id
      project.name = project_name
      project.bill_method = 'staff-rate'
      project.create

      puts "Project ID: " + project.project_id.to_s + "\n"

      #Hack to add all available tasks to the created project
      #Their API kind of breaks here in that tasks aren't consistent
      #between the list and update commands.  Can't just use the Task
      #class because it doesn't have the same syntax.
      task_str = ''
      tasks = FreshBooks::Task.list(:per_page => 100)
      tasks.each do |task|
        task_str = task_str + "<task_id>" + task.task_id.to_s + "</task_id>"
      end
      xml = "<?xml version=\"1.0\" encoding=\"utf-8\"?>
      <request method=\"project.update\">
      <project>
      <project_id>" + project.project_id.to_s + "</project_id>
      <tasks>" + task_str + "</tasks>
      </project>
      </request>"
      FreshBooks::Base.connection.direct_post(xml)
    end
  end
end