From c31ec82e6127cd81db0807c8ca5df4ca351a4053 Mon Sep 17 00:00:00 2001
From: Rick Barrette <rickbarrette@gmail.com>
Date: Mon, 10 Aug 2026 15:20:14 -0400
Subject: [PATCH] Normalize customer name before saving and update QBO display
 name accordingly

---
 app/models/customer.rb | 8 ++++++--
 1 file changed, 6 insertions(+), 2 deletions(-)

diff --git a/app/models/customer.rb b/app/models/customer.rb
index 0cd0ce0..9323ef1 100644
--- a/app/models/customer.rb
+++ b/app/models/customer.rb
@@ -20,6 +20,9 @@ class Customer < QboBaseModel
   before_validation :normalize_phone_numbers
   self.primary_key = :id
   qbo_sync push: true
+
+  # Normalize the local database column :name
+  normalizes :name, with: ->(name) { name.to_s.strip.titleize }
   
   acts_as_searchable columns: %w[name phone_number mobile_phone_number ],
                      scope: ->(_context) { left_joins(:project) },
@@ -61,8 +64,9 @@ class Customer < QboBaseModel
 
   # Updates Both local DB name & QBO display_name
   def name=(s)
-    details.display_name = s
-    super
+    super(s)
+    # Write the normalized value from Active Record to QBO details
+    details.display_name = self.name
   end
 
   # Normalizes phone numbers by removing non-digit characters. This method is called before validation to ensure that phone numbers are stored in a consistent format, which can help with searching and integration with external systems like QuickBooks Online.