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Normalize customer name before saving and update QBO display name accordingly
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@@ -20,6 +20,9 @@ class Customer < QboBaseModel
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before_validation :normalize_phone_numbers
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self.primary_key = :id
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qbo_sync push: true
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# Normalize the local database column :name
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normalizes :name, with: ->(name) { name.to_s.strip.titleize }
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acts_as_searchable columns: %w[name phone_number mobile_phone_number ],
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scope: ->(_context) { left_joins(:project) },
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@@ -61,8 +64,9 @@ class Customer < QboBaseModel
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# Updates Both local DB name & QBO display_name
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def name=(s)
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details.display_name = s
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super
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super(s)
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# Write the normalized value from Active Record to QBO details
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details.display_name = self.name
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end
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# 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.
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