Refactored QBO service calls

app/jobs/qbo_sync_job.rb

@@ -16,11 +16,9 @@ class QboSyncJob < ApplicationJob
   def perform(full_sync: false, id: nil, entity: nil, doc_number: nil)
     raise "An entity to sync is required" unless entity
     @entity = entity
-    qbo = QboConnectionService.current!
-    raise "No QBO configuration found" unless qbo
 
     log "Starting #{full_sync ? 'full' : 'incremental'} sync for #{entity} ##{id || doc_number || 'all'}..."
-    service = "#{entity}SyncService".constantize.new(qbo: qbo)
+    service = "#{entity}SyncService".constantize.new
 
     if id.present?
       service.sync_by_id(id)

app/models/qbo_base_model.rb

@@ -98,15 +98,13 @@ class QboBaseModel < ActiveRecord::Base
   # Fetches the entity's details from QuickBooks Online. 
   def fetch_details
     log "Fetching details for #{model_name.name} ##{id} from QBO..."
-    qbo = QboConnectionService.current!
-    service_class.new(qbo: qbo, local: self).pull()
+    service_class.new(local: self).pull()
   end
 
   # Pushs the entity's details from QuickBooks Online.
   def push_to_qbo
     log "Starting push for #{model_name.name} ##{id}..."
-    qbo = QboConnectionService.current!
-    reslut = service_class.new(qbo: qbo, local: self).push
+    reslut = service_class.new(local: self).push
     Rails.cache.delete(details_cache_key)
     return reslut
   end

app/services/estimate_sync_service.rb

@@ -13,7 +13,7 @@ class EstimateSyncService < SyncServiceBase
   # sync only one estimate
   def sync_by_doc_number(number)
     log "Syncing estimate by doc number #{number}"
-    with_qbo_service do |service|
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
       persist(service.find_by( :doc_number, number).first)
     end
   end

app/services/invoice_push_service.rb

@@ -17,20 +17,11 @@ class InvoicePushService
   # Push invoice changes to QBO if the invoice is linked to any issues with custom field changes that need to be synced
   def push
     return if @invoice.qbo_sync_locked?
-
     log "Pushing invoice ##{@invoice.id} to QBO due to linked issue custom field changes"
-
     @invoice.update_column(:qbo_sync_locked, true)
-
-    qbo = QboConnectionService.current!
-
-    qbo.perform_authenticated_request do |access_token|
-      service = Quickbooks::Service::Invoice.new( company_id: qbo.realm_id, access_token: access_token)
-
+    remote = QboConnectionService.with_qbo_service(entity: Invoice) do |service|
       remote = service.fetch_by_id(@invoice.id)
-
       # modify remote object here if needed
-
       service.update(remote)
     end
   rescue => e

app/services/pdf_service.rb

@@ -15,8 +15,6 @@ class PdfService
   def initialize(entity: entity)
     raise "An entity to sync is required" unless entity
     @entity = entity
-    @qbo = QboConnectionService.current!
-    raise "No QBO configuration found" unless @qbo
   end
 
   # Fetches the PDF for the given entity IDs. If multiple IDs are provided, their PDFs are combined into a single document.

app/services/qbo_connection_service.rb

@@ -10,6 +10,11 @@
 
 class QboConnectionService
 
+  # Returns the current QBO connection record. Raises an error if no connection exists.
+  def self.current!
+    Qbo.first || raise("QBO not connected")
+  end
+
   # Replaces the existing QBO connection with new credentials. Deletes all existing records and creates a new one with the provided token, refresh token, and realm ID. Refreshes the token immediately after creation.
   def self.replace!(token:, refresh_token:, realm_id:)
     Qbo.transaction do
@@ -24,9 +29,14 @@ class QboConnectionService
     end
   end
 
-  # Returns the current QBO connection record. Raises an error if no connection exists.
-  def self.current!
-    Qbo.first || raise("QBO not connected")
+  # Performs authenticaed requests with QBO service
+  def self.with_qbo_service(entity: nil)
+    qbo = current!
+    raise "An entity to sync is required" unless entity
+    service_class ||= "Quickbooks::Service::#{entity}".constantize
+    qbo.perform_authenticated_request do |access_token|
+      service = service_class.new( company_id: qbo.realm_id, access_token: access_token )
+      yield service
+    end
   end
-
 end

app/services/service_base.rb

@@ -13,11 +13,9 @@ class ServiceBase
   # Subclasses should Initializes the service with a QBO client and a local record. 
   # The QBO client is used to communicate with QuickBooks Online, while the local record contains the data that needs to be pushed to QBO. 
   # If no local is provided, the service will not perform any operations.
-  def initialize(qbo:, local: nil)
+  def initialize(local: nil)
     @entity = local.class.name
-    raise "No QBO configuration found" unless qbo
     raise "#{@entity} record is required for push operation" unless local
-    @qbo = qbo
     @local = local
   end
 
@@ -31,7 +29,7 @@ class ServiceBase
     return build_qbo_remote unless @local.present?
     return build_qbo_remote unless @local.id
     log "Fetching details for #{@entity} ##{@local.id} from QBO..."
-    with_qbo_service do |service|
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
       service.fetch_by_id(@local.id)
     end
   rescue => e
@@ -45,7 +43,7 @@ class ServiceBase
    # If the push is successful, it returns the remote record; otherwise, it logs the error and returns false.
   def push
     log "Pushing #{@entity} ##{@local.id} to QBO..."
-    remote = with_qbo_service do |service|
+    remote = QboConnectionService.with_qbo_service(entity: @entity) do |service|
       if @local.id.present?
         log "Updating #{@entity}"
         service.update(@local.details)
@@ -61,22 +59,9 @@ class ServiceBase
 
   private 
 
-  # Performs authenticaed requests with QBO service
-  def with_qbo_service
-    @qbo.perform_authenticated_request do |access_token|
-      service = service_class.new( company_id: @qbo.realm_id, access_token: access_token )
-      yield service
-    end
-  end
-
   # Log messages with the entity type for better traceability
   def log(msg)
     Rails.logger.info "[#{@entity}Service] #{msg}"
   end
 
-  # Dynamically get the Quickbooks Service Class
-  def service_class
-    @service_class ||= "Quickbooks::Service::#{@entity}".constantize
-  end
-
 end

app/services/sync_service_base.rb

@@ -12,9 +12,7 @@ class SyncServiceBase
   PAGE_SIZE = 1000
 
   # Subclasses should initialize with a QBO client instance
-  def initialize(qbo:)
-    raise "No QBO configuration found" unless qbo
-    @qbo = qbo
+  def initialize()
     @entity = self.class.model_class
     @page_size = self.class.page_size 
   end
@@ -32,7 +30,7 @@ class SyncServiceBase
   # Sync all entities, or only those updated since the last sync
   def sync(full_sync: false)
     log "Starting #{full_sync ? 'full' : 'incremental'} #{@entity.name} sync with page size of: #{@page_size}"
-    with_qbo_service do |service|
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
       query = build_query(full_sync)  
       service.query_in_batches(query, per_page: @page_size) do |batch|
         entries = Array(batch)
@@ -49,7 +47,7 @@ class SyncServiceBase
   # Sync a single entity by its QBO ID (webhook usage)
   def sync_by_id(id)
     log "Syncing #{@entity.name} with ID #{id}"
-    with_qbo_service do |service|
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
       remote = service.fetch_by_id(id)
       persist(remote)
     end
@@ -240,17 +238,4 @@ class SyncServiceBase
       end
     end
   end
-
-  # Dynamically get the Quickbooks Service Class
-  def service_class
-    @service_class ||= "Quickbooks::Service::#{@entity}".constantize
-  end
-
-  # Performs authenticaed requests with QBO service
-  def with_qbo_service
-    @qbo.perform_authenticated_request do |access_token|
-      service = service_class.new( company_id: @qbo.realm_id, access_token: access_token )
-      yield service
-    end
-  end
 end