Test InvoiceCloud

BriteCore staff can access the InvoiceCloud testing sheet to test the integration.

Note: Please make a copy of the testing sheet. 

BIF files

Note: The BIF generation isn’t automated on s’mores, so you will need to manually run the BIF.

Run the initial BIF 

1. Log in to the s’more.
2. To change to the ubuntu user, use the sudo su ubuntu command.
3. To move to the BC root directory, use the bc command.
4. To run the initial BIF process, type ./bin/initialize_invoice_cloud.py --skip-transfer.
5. Wait for the program to finish, and then locate the BIF files at uploads/vendors/invoicecloud. 

Note: To validate your testing steps, run the daily BIF. 

 Run the daily BIF

1. In Terminal, use the tsh command to access the s'more.
2. To get elevated privileges, use the sudo -iu ubuntu command.
3. To get back to /srv/www/britecore, use the Bc command. 
4. Type bin/britecore_shell.py. 
5. Type vendor.
6. Type ic_bif_generate, and then follow the prompts.

Note: The BIF will be in uploads/vendors/invoicecloud. You can download the BIF to your computer.

7. Exit the s'more. 
8. In Terminal, use the following code, substituting GITHUBNAME with your name and SMORENAME with the name of the site:
   tsh scp GITHUBNAME@SMORENAME-Leader-NUMBERS:"/srv/www/britecore/uploads/vendors/invoicecloud/*.json" ~/Downloads

Copy files

To test invoice PDFs:

1. Copy the files from the production S3 bucket to the test bucket.
2. Run the test on a s’more.

Note: Locally, you won’t have the necessary write permissions in S3.

3. Perform the test in a screen or tmux session.
4. Use the following code, substituting CLIENT and TEST SMORE NAME with the appropriate information:
   aws s3 sync s3://britecorepro/CLIENT/uploads/policies/  s3://britecorepro-test/TEST SMORE NAME/uploads/policies/ 

Note: This process takes a few hours and teleport will kick you out before it's completed.

Go live 

After completing the steps above, BriteCore staff will need to have a file sent with committed revisions that have an amount due for InvoiceCloud, which happens when BriteCore staff runs the bin/initialize_invoice_cloud.py script to transfer initial invoices and update payment methods.