Swiss Fuel Primary User's Manual

This sprint mainly focused on integrating QuickBooks Online with SwissFuel, improving tax and fuel pricing logic, and fixing several issues related to invoices, transactions, and reports.
A new QuickBooks mapping and export system was developed, along with enhancements in data accuracy, encryption, and user rights.

💼 Major New Features

QuickBooks Online Integration

• 11522: QuickBooks Online Integration with SwissFuel
  Added a complete integration to export invoices from SwissFuel to QuickBooks Online (QBO).

  • Mapping for transaction types, customers, and tax codes.

  • Ability to select and export invoices directly from SwissFuel.

  • Automatic status tracking for exported invoices (Queued → Processing → Completed).

• 11556: Basic QuickBooks Setup
  Added options to connect and disconnect QuickBooks Online accounts.

• 11586: Transaction Type & Account Mapping
  Enabled mapping of different transaction types (Tractor, Reefer, Express, etc.) to specific QuickBooks products for accurate reporting.

• 11600: Mapping Tax Codes
  Mapped Canadian provinces with corresponding QuickBooks tax codes for correct tax application during exports.

• 11642: Command to Execute Scheduled QB Invoices
  New automated command to process and send invoices to QuickBooks at scheduled intervals.

• 11674: User Rights for QuickBooks Online
  Added new permissions for QuickBooks integration (view, map, export, connect/disconnect).

• 11698: Customer Mapping Page
  Added a page to map SwissFuel customers with QuickBooks customers.

• 11716 & 11722: Conditional Display of QuickBooks Settings
  QuickBooks-related options are only visible if integration type is set to Online or Desktop, ensuring cleaner UI.

• 11725: Encrypt QuickBooks Client ID and Secret
  Enhanced security by encrypting sensitive QuickBooks credentials.

• 11733: Check QBO Settings before Export
  Added validation to verify that all necessary QuickBooks mappings and credentials exist before exporting invoices.

• 11986: Clear Mapped Settings when Disconnecting
  When a QuickBooks connection is disconnected, all existing mapping data is cleared to prevent conflicts.

• 12027: Fix for Missing QuickBooks Customers
  Resolved issue where not all customers were loaded during mapping setup.

🧾 Enhancements & Other Features

• 11594: Modify Invoice Page for QuickBooks Export
  Added option to export invoices to QuickBooks directly from the Invoice Page.

• 11797: SwissFuel Request Log for QB Mapping Page
  Added request logging for tracking QuickBooks mapping operations.

• 11852: Process TXT Price Files for ESSO
  System now supports tab-separated text price files for ESSO , improving compatibility with dealer-provided formats.

• 11857: Move Transaction Audit Records When Excluding Transactions
  When old transactions are excluded during invoicing, their audit records are now moved to a new table Excluded_TransactionAudit.

• 11899: Identify Diesel Product Variants in EFS Files
  Added logic to differentiate between Diesel Efficient and regular Diesel using new EFS fuel type codes.

• 11914: Add Purchase Tax Calculation in Price Parsing
  Introduced a new PurchaseTaxRates table to calculate purchase-side taxes for more accurate cost price determination.

• 11742: System Health Command
  Added a command to monitor and automatically update the system health of data processing.

• 11670: Encrypt Ultramar SFTP Private Key
  Moved Ultramar SFTP private keys from plain text to secure database storage with encryption.

🐞 Bug Fixes & Issues Resolved

• 11822: Dashboard UI Issues Fixed
  Resolved layout and visibility issues on the SwissFuel dashboard. 

• 11867: Updated Nova Scotia Tax Rate (15% → 14%)
  Updated tax rate effective April 1, 2025, as per CRA announcement.

• 11869: Adjusted Column Width in Customer’s Pricing Report PDF
  Fixed formatting issue where Location ID column was too small.

• 11971: Corrected Fuel Code Saving in Child Databases
  Fixed issue causing incorrect fuel codes to be saved when syncing prices to child databases.

• 11925: Prices Not Emailed to Trial Customers
  Modified logic to ensure trial customers also receive price updates via email.

• 11990: Fixed Invoice Settlement Failure
  Corrected column mapping issue in udv_UnpaidInvoices view after a schema change.

• 11991: Margin Report Cost Calculation Fixed
  Updated logic for margin calculation to match correct cost before tax, aligning it with EconoFuel’s implementation.

🧩 Overall Impact

• ✅ Seamless QuickBooks Online integration for invoice and tax synchronization.

• ✅ Improved data accuracy in fuel pricing, taxation, and margin reports.

• ✅ Enhanced security with encrypted credentials and private keys.

• ✅ Better automation and monitoring of critical background processes.