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Normalize customer name before saving and update QBO display name accordingly

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ricky
2026-08-10 15:20:14 -04:00
parent 938f9d9f3b
commit c31ec82e61
1 changed files with 6 additions and 2 deletions
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app/models/customer.rb
+6 -2
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@@ -21,6 +21,9 @@ class Customer < QboBaseModel
self.primary_key = :id self.primary_key = :id
qbo_sync push: true 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 ], acts_as_searchable columns: %w[name phone_number mobile_phone_number ],
scope: ->(_context) { left_joins(:project) }, scope: ->(_context) { left_joins(:project) },
date_column: :updated_at date_column: :updated_at
@@ -61,8 +64,9 @@ class Customer < QboBaseModel
# Updates Both local DB name & QBO display_name # Updates Both local DB name & QBO display_name
def name=(s) def name=(s)
details.display_name = s super(s)
super # Write the normalized value from Active Record to QBO details
details.display_name = self.name
end 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. # 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.