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Merge branch 'master' into lineitems

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Ricky Barrette
2026-03-05 07:08:30 -05:00
parent 681747e08b 2520892e2c
commit f056c27bc5
16 changed files with 259 additions and 219 deletions
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93
app/controllers/customers_controller.rb
View File

@@ -66,67 +66,76 @@ class CustomersController < ApplicationController
# create a new customer
def create
@customer = Customer.new(allowed_params)
if @customer.save
flash[:notice] = t :notice_customer_created
redirect_to @customer
else
flash[:error] = @customer.errors.full_messages.to_sentence
redirect_to new_customer_path
end
@customer.save
log "Customer ##{@customer.id} created successfully."
flash[:notice] = t :notice_customer_created
redirect_to @customer
rescue => e
log "Failed to create customer: #{e.message}"
flash[:error] = e.message
redirect_to new_customer_path
end
# display a specific customer
def show
begin
@customer = Customer.find_by_id(params[:id])
@issues = @customer.issues.order(id: :desc)
@billing_address = address_to_s(@customer.billing_address)
@shipping_address = address_to_s(@customer.shipping_address)
@closed_issues = (@issues - @issues.open)
@hours = 0
@closed_hours = 0
@issues.open.each { |i| @hours+= i.total_spent_hours }
@closed_issues.each { |i| @closed_hours+= i.total_spent_hours }
rescue
flash[:error] = t :notice_customer_not_found
render_404
end
@customer = Customer.find_by_id(params[:id])
return render_404 unless @customer
@open_issues = @customer.issues
.joins(:status)
.includes(:status, :project, :tracker, :priority)
.where(issue_statuses: { is_closed: false })
.order(id: :desc)
@closed_issues = @customer.issues
.joins(:status)
.includes(:status, :project, :tracker, :priority)
.where(issue_statuses: { is_closed: true })
.order(id: :desc)
@hours = TimeEntry
.joins(:issue)
.where(issues: { id: @open_issues.select(:id) })
.sum(:hours)
@closed_hours = TimeEntry
.joins(:issue)
.where(issues: { id: @closed_issues.select(:id) })
.sum(:hours)
rescue => e
Rails.logger.error "Failed to load customer ##{params[:id]}: #{e.message}\n#{e.backtrace.join("\n")}"
flash[:error] = e.message
render_404
end
# return an HTML form for editing a customer
def edit
begin
@customer = Customer.find_by_id(params[:id])
rescue
flash[:error] = t :notice_customer_not_found
render_404
end
@customer = Customer.find_by_id(params[:id])
return render_404 unless @customer
rescue => e
log "Failed to edit customer"
flash[:error] = e.message
render_404
end
# update a specific customer
def update
begin
@customer = Customer.find_by_id(params[:id])
if @customer.update(allowed_params)
flash[:notice] = t :notice_customer_updated
redirect_to @customer
else
redirect_to edit_customer_path
flash[:error] = @customer.errors.full_messages.to_sentence if @customer.errors
end
rescue
flash[:error] = t :notice_customer_not_found
render_404
end
@customer = Customer.find_by_id(params[:id])
@customer.update(allowed_params)
flash[:notice] = t :notice_customer_updated
redirect_to @customer
rescue => e
log "Failed to update customer: #{e.message}"
flash[:error] = e.message
redirect_to edit_customer_path
end
# creates new customer view tokens, removes expired tokens & redirects to newly created customer view with new token.
def share
issue = Issue.find(params[:id])
token = issue.share_token
redirect_to view_path(token.token)
rescue ActiveRecord::RecordNotFound
flash[:error] = t(:notice_issue_not_found)
render_404

210
app/models/customer.rb
View File

@@ -12,12 +12,14 @@ class Customer < ActiveRecord::Base
include Redmine::Acts::Searchable
include Redmine::Acts::Event
include Redmine::I18n
has_many :issues
has_many :invoices
has_many :estimates
validates_presence_of :id, :name
before_validation :normalize_phone_numbers
self.primary_key = :id
@@ -31,44 +33,41 @@ class Customer < ActiveRecord::Base
:description => Proc.new {|o| "#{I18n.t :label_primary_phone}: #{o.phone_number} #{I18n.t:label_mobile_phone}: #{o.mobile_phone_number}"},
:datetime => Proc.new {|o| o.updated_at || o.created_at}
# Convenience Method
# returns the customer's email
def email
pull unless @details
begin
return @details.email_address.address
rescue
return nil
# Returns the details of the customer. If the details have already been fetched, it returns the cached version. Otherwise, it fetches the details from QuickBooks Online and caches them for future use. This method is used to access the customer's information in a way that minimizes unnecessary API calls to QBO, improving performance and reducing latency.
def details
return Quickbooks::Model::Customer.new unless id.present?
@details ||= begin
xml = Rails.cache.fetch(details_cache_key, expires_in: 10.minutes) do
fetch_details.to_xml_ns
end
Quickbooks::Model::Customer.from_xml(xml)
end
end
# Convenience Method
# Sets the email
# Generates a unique cache key for storing this customer's QBO details.
def details_cache_key
"customer:#{id}:qbo_details:#{updated_at.to_i}"
end
# Returns the customer's email address
def email
details
return @details&.email_address&.address
end
# Updates the customer's email address
def email=(s)
pull unless @details
details
@details.email_address = s
end
# Convenience Method
# returns the customer's primary phone
def primary_phone
pull unless @details
begin
return @details.primary_phone.free_form_number
rescue
return nil
end
end
# Convenience Method
# Updates the customer's primary phone number
def primary_phone=(n)
pull unless @details
pn = Quickbooks::Model::TelephoneNumber.new
pn.free_form_number = n
@details.primary_phone = pn
#update our locally stored number too
update_phone_number
# Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
def self.last_sync
return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
format_time(maximum(:updated_at))
end
# Customers are not bound by a project
@@ -77,81 +76,72 @@ class Customer < ActiveRecord::Base
nil
end
# Convenience Method
# returns the customer's mobile phone
def mobile_phone
pull unless @details
begin
return @details.mobile_phone.free_form_number
rescue
return nil
# Magic Method
# Maps Get/Set methods to QBO customer object
def method_missing(method_name, *args, &block)
if Quickbooks::Model::Customer.method_defined?(method_name)
details
@details.public_send(method_name, *args, &block)
else
super
end
end
# Convenience Method
# returns the customer's mobile phone
def mobile_phone
details
return @details&.mobile_phone&.free_form_number
end
# Updates the custome's mobile phone number
def mobile_phone=(n)
pull unless @details
details
pn = Quickbooks::Model::TelephoneNumber.new
pn.free_form_number = n
@details.mobile_phone = pn
#update our locally stored number too
update_mobile_phone_number
end
# Convenience Method
# Sets the notes
def notes=(s)
pull unless @details
@details.notes = s
end
# update the localy stored phone number as a plain string with no special chars
def update_phone_number
begin
self.phone_number = self.primary_phone.tr('^0-9', '')
rescue
return nil
end
end
# update the localy stored phone number as a plain string with no special chars
def update_mobile_phone_number
begin
self.mobile_phone_number = self.mobile_phone.tr('^0-9', '')
rescue
return nil
end
end
# Convenience Method
# Updates Both local DB name & QBO display_name
def name=(s)
pull unless @details
details
@details.display_name = s
super
end
# Magic Method
# Maps Get/Set methods to QBO customer object
def method_missing(sym, *arguments)
# Check to see if the method exists
if Quickbooks::Model::Customer.method_defined?(sym)
# download details if required
pull unless @details
method_name = sym.to_s
# Setter
if method_name[-1, 1] == "="
@details.method(method_name).call(arguments[0])
# Getter
else
return @details.method(method_name).call
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.
def normalize_phone_numbers
self.phone_number = phone_number.to_s.gsub(/\D/, '') if phone_number.present?
self.mobile_phone_number = mobile_phone_number.to_s.gsub(/\D/, '') if mobile_phone_number.present?
end
# Sets the notes for the customer
def notes=(s)
details
@details.notes = s
end
# returns the customer's primary phone
def primary_phone
details
return @details&.primary_phone&.free_form_number
end
# Updates the customer's primary phone number
def primary_phone=(n)
details
pn = Quickbooks::Model::TelephoneNumber.new
pn.free_form_number = n
@details.primary_phone = pn
end
# Repsonds to missing methods by delegating to the QBO customer details object if the method is defined there. This allows for dynamic access to any attributes or methods of the QBO customer without having to explicitly define them in the Customer model, providing flexibility and reducing boilerplate code.
def respond_to_missing?(method_name, include_private = false)
Quickbooks::Model::Customer.method_defined?(method_name) || super
end
# Seach for customers by name or phone number
def self.search(search)
#return none if search.blank?
search = sanitize_sql_like(search)
where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
end
@@ -170,39 +160,28 @@ class Customer < ActiveRecord::Base
ids.index_with { |id| id }
end
# proforms a bruteforce sync operation
# performs a sync operation for all customers
def self.sync
CustomerSyncJob.perform_later(full_sync: false)
end
# proforms a bruteforce sync operation
# performs a sync operation for a specific customer
def self.sync_by_id(id)
CustomerSyncJob.perform_later(id: id)
end
# returns a human readable string
def to_s
return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
last4 = phone_number&.last(4)
last4.present? ? "#{name} - #{last4}" : name.to_s
end
# Push the updates
def save_with_push
begin
qbo = Qbo.first
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(
company_id: qbo.realm_id,
access_token: access_token
)
service.update(@details)
end
self.id = @details.id
rescue => e
errors.add(:base, e.message)
return false
end
log "Starting push for customer ##{self.id}..."
qbo = QboConnectionService.current!
CustomerService.new(qbo: qbo, customer: self).push()
Rails.cache.delete(details_cache_key)
save_without_push
end
@@ -211,18 +190,17 @@ class Customer < ActiveRecord::Base
private
# pull the details
def pull
begin
raise Exception unless self.id
qbo = QboConnectionService.current!
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
service.fetch_by_id(self.id)
end
rescue Exception => e
@details = Quickbooks::Model::Customer.new
end
# Fetches the customer's details from QuickBooks Online. If the customer has an ID, it makes an authenticated request to QBO to retrieve the customer's information. If the customer does not have an ID or if there is an error during the fetch, it returns a new instance of Quickbooks::Model::Customer with default values. This method is used to ensure that the customer object has the most up-to-date information from QBO when needed.
def fetch_details
return Quickbooks::Model::Customer.new unless id.present?
log "Fetching details for customer ##{id} from QBO..."
qbo = QboConnectionService.current!
CustomerService.new(qbo: qbo, customer: self).pull()
end
# Log messages with the entity type for better traceability
def log(msg)
Rails.logger.info "[Customer] #{msg}"
end
end

8
app/models/employee.rb
View File

@@ -10,11 +10,19 @@
class Employee < ActiveRecord::Base
include Redmine::I18n
has_many :users
validates_presence_of :id, :name
self.primary_key = :id
# Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
def self.last_sync
return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
format_time(maximum(:updated_at))
end
# Sync all employees, typically triggered by a scheduled task or manual sync request
def self.sync
EmployeeSyncJob.perform_later(full_sync: true)

41
app/models/estimate.rb
View File

@@ -10,11 +10,19 @@
class Estimate < ActiveRecord::Base
include Redmine::I18n
has_and_belongs_to_many :issues
belongs_to :customer
validates_presence_of :doc_number, :id
self.primary_key = :id
# Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
def self.last_sync
return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
format_time(maximum(:updated_at))
end
# returns a human readable string
def to_s
return self[:doc_number]
@@ -35,41 +43,8 @@ class Estimate < ActiveRecord::Base
EstimateSyncJob.perform_later(doc_number: number)
end
# Magic Method
# Maps Get/Set methods to QBO estimate object
def method_missing(sym, *arguments)
# Check to see if the method exists
if Quickbooks::Model::Estimate.method_defined?(sym)
# download details if required
pull unless @details
method_name = sym.to_s
# Setter
if method_name[-1, 1] == "="
@details.method(method_name).call(arguments[0])
# Getter
else
return @details.method(method_name).call
end
end
end
private
# pull the details
def pull
log "Pulling details for estimate ##{self.id}..."
begin
raise Exception unless self.id
qbo = QboConnectionService.current!
@details = qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
service(:estimate).fetch_by_id(self.id)
end
rescue Exception => e
@details = Quickbooks::Model::Estimate.new
end
end
def log(msg)
Rails.logger.info "[Estimate] #{msg}"
end

9
app/models/invoice.rb
View File

@@ -9,6 +9,9 @@
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class Invoice < ActiveRecord::Base
include Redmine::I18n
has_and_belongs_to_many :issues
belongs_to :customer
@@ -17,6 +20,12 @@ class Invoice < ActiveRecord::Base
self.primary_key = :id
# Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
def self.last_sync
return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
format_time(maximum(:updated_at))
end
# Return the invoice's document number as its string representation
def to_s
doc_number

62
app/services/customer_service.rb Normal file
View File

@@ -0,0 +1,62 @@
#The MIT License (MIT)
#
#Copyright (c) 2016 - 2026 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class CustomerService
# Initializes the service with a QBO client and an optional customer record. The QBO client is used to communicate with QuickBooks Online, while the customer record contains the data that needs to be pushed to QBO. If no customer is provided, the service will not perform any operations.
def initialize(qbo:, customer: nil)
raise "No QBO configuration found" unless qbo
raise "Customer record is required for push operation" unless customer
@qbo = qbo
@customer = customer
end
# Pulls the customer data from QuickBooks Online.
def pull
return Quickbooks::Model::Customer.new unless @customer.present?
log "Fetching details for customer ##{@customer.id} from QBO..."
qbo = QboConnectionService.current!
qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(
company_id: qbo.realm_id,
access_token: access_token
)
service.fetch_by_id(@customer.id)
end
rescue => e
log "Fetch failed for #{@customer.id}: #{e.message}"
Quickbooks::Model::Customer.new
end
# Pushes the customer data to QuickBooks Online. This method handles the communication with QBO, including authentication and error handling. It uses the QBO client to send the customer data and logs the process for monitoring and debugging purposes. If the push is successful, it returns the customer record; otherwise, it logs the error and returns false.
def push
log "Pushing customer ##{@customer.id} to QBO..."
customer = @qbo.perform_authenticated_request do |access_token|
service = Quickbooks::Service::Customer.new(
company_id: @qbo.realm_id,
access_token: access_token
)
service.update(@customer.details)
end
@customer.id = customer.id unless @customer.persisted?
log "Push for customer ##{@customer.id} completed."
return @customer
end
private
# Log messages with the entity type for better traceability
def log(msg)
Rails.logger.info "[CustomerService] #{msg}"
end
end

7
app/services/sync_service_base.rb
View File

@@ -13,6 +13,7 @@ class SyncServiceBase
# Subclasses should initialize with a QBO client instance
def initialize(qbo:)
raise "No QBO configuration found" unless qbo
@qbo = qbo
@entity = self.class.model_class
end
@@ -109,10 +110,10 @@ class SyncServiceBase
if local.changed?
local.save!
log "Updated #{@entity.name} #{remote.id}"
end
# Handle attaching documents if applicable to invoices
attach_documents(local, remote)
# Handle attaching documents if applicable to invoices
attach_documents(local, remote)
end
rescue => e
log "Failed to sync #{@entity.name} #{remote.id}: #{e.message}"

4
app/views/customers/_details.html.erb
View File

@@ -13,12 +13,12 @@
<tr>
<th><%=t(:label_primary_phone)%></th>
<td><%= number_to_phone(customer.primary_phone.gsub(/[^\d]/, '').to_i, area_code: true) if customer.primary_phone %></td>
<td><%= number_to_phone(customer&.primary_phone&.gsub(/[^\d]/, '').to_i, area_code: true) %></td>
</tr>
<tr>
<th><%=t(:label_mobile_phone)%></th>
<td><%= number_to_phone(customer.mobile_phone.gsub(/[^\d]/, '').to_i, area_code: true) if customer.mobile_phone %></td>
<td><%= number_to_phone(customer&.mobile_phone&.gsub(/[^\d]/, '').to_i, area_code: true) %></td>
</tr>
<tr>

4
app/views/customers/show.html.erb
View File

@@ -46,8 +46,8 @@
</div>
<br/>
<h3><%=@issues.open.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
<%= render partial: 'issues/list_simple', locals: {issues: @issues.open} %>
<h3><%=@open_issues.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
<%= render partial: 'issues/list_simple', locals: {issues: @open_issues.open} %>
<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%> - <%= @closed_hours.round(1)%> <%=t(:label_hours)%></h3>
<%= render partial: 'issues/list_simple', locals: {issues: @closed_issues} %>

2
app/views/qbo/_last_sync.html.erb
View File

@@ -1 +1 @@
<b><%=t(:label_last_sync)%>: </b> <%= Qbo.last_sync if Qbo.exists? %>
<b><%=t(:label_last_sync)%>: </b> <%= Qbo.last_sync %>

12
app/views/qbo/_settings.html.erb
View File

@@ -66,12 +66,12 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
<tr>
<th><%=t(:label_oauth_expires)%></th>
<td><%= if Qbo.exists? then QboConnectionService.current!.oauth2_access_token_expires_at end %>
<td><%= QboConnectionService.current!&.oauth2_access_token_expires_at %>
</tr>
<tr>
<th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
<td><%= if Qbo.exists? then QboConnectionService.current!.oauth2_refresh_token_expires_at end %>
<td><%= QboConnectionService.current!&.oauth2_refresh_token_expires_at %>
</tr>
</tbody>
@@ -89,19 +89,19 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
<br/>
<div>
<b><%=t(:label_customer_count)%>:</b> <%= Customer.count%>
<b><%=t(:label_customer_count)%>:</b> <%= Customer.count%> @ <%= Customer.last_sync %>
</div>
<div>
<b><%=t(:label_employee_count)%>:</b> <%= Employee.count %>
<b><%=t(:label_employee_count)%>:</b> <%= Employee.count %> @ <%= Employee.last_sync %>
</div>
<div>
<b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %>
<b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %> @ <%= Invoice.last_sync%>
</div>
<div>
<b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %>
<b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %> @ <%= Estimate.last_sync %>
</div>
<br/>

5
db/migrate/032_add_txn_dates.rb
View File

@@ -11,9 +11,8 @@
class AddTxnDates < ActiveRecord::Migration[5.1]
def change
begin
add_column :qbo_invoices, :txn_date, :date
add_column :qbo_estimates, :txn_date, :date
add_column :qbo_invoices, :txn_date, :date
add_column :qbo_estimates, :txn_date, :date
end
end

2
init.rb
View File

@@ -14,7 +14,7 @@ Redmine::Plugin.register :redmine_qbo do
name 'Redmine QBO plugin'
author 'Rick Barrette'
description 'A pluging for Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed'
version '2026.2.16'
version '2026.3.1'
url 'https://github.com/rickbarrette/redmine_qbo'
author_url 'https://barrettefabrication.com'
settings default: {empty: true}, partial: 'qbo/settings'

2
lib/redmine_qbo/hooks/issues_hook_listener.rb
View File

@@ -21,8 +21,6 @@ module RedmineQbo
f = context[:form]
issue = context[:issue]
project = context[:project]
log issue.inspect
log project.inspect
# Customer Name Text Box with database backed autocomplete
# onchange event will update the hidden customer_id field

2
lib/redmine_qbo/hooks/users_show_hook_listener.rb
View File

@@ -20,7 +20,7 @@ module RedmineQbo
#Employee.update_all
# Check to see if there is a quickbooks user attached to the issue
@selected = context[:user].employee.id if context[:user].employee
@selected = context[:user]&.employee&.id
# Generate the drop down list of quickbooks contacts
return "<p>#{context[:form].select :employee_id, Employee.all.pluck(:name, :id), selected: @selected, include_blank: true}</p>"

3
lib/redmine_qbo/patches/pdf_patch.rb
View File

@@ -260,8 +260,9 @@ module RedmineQbo
# Check to see if there is an estimate attached, then combine them
if issue.estimate
e_pdf, ref = EstimatePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: [issue.estimate.id])
pdf = CombinePDF.parse(pdf.output, allow_optional_content: true)
pdf << CombinePDF.parse(issue.estimate.pdf)
pdf << CombinePDF.parse(e_pdf)
return pdf.to_pdf
end