2026.3.16

Note: breaking change, need to update settings

.gitignore

@@ -1,3 +1,5 @@
 .bundle
 .config
+.dockerrc
+.vscode
 Gemfile.lock

Gemfile

@@ -1,8 +1,8 @@
 source 'https://rubygems.org'
 
-
+gem 'quickbooks-ruby'
-gem 'quickbooks-ruby'#, :git => 'https://github.com/ruckus/quickbooks-ruby.git'
+gem 'oauth2'
-gem 'oauth-plugin'#, '~> 0.5.1'
-gem 'oauth'
 gem 'roxml'
-gem 'nokogiri'
+gem 'will_paginate'
+gem 'rexml'
+gem 'combine_pdf'

LICENSE

@@ -1,9 +1,21 @@
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+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:
+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 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.
+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.

README.md

@@ -1,39 +1,276 @@
-#redmine_qbo
+# Redmine QuickBooks Online Plugin
 
-##About
+A plugin for **Redmine** that integrates with **QuickBooks Online (QBO)** to automatically create **Time Activity entries** from billable hours logged on Issues.
 
-This is a simple plugin for Redmine to connect to Quickbooks Online
+When an Issue associated with a Customer is closed, the plugin generates corresponding Time Activities in QuickBooks based on the Redmine Time Entries recorded for that Issue.
 
-The goal of this project is to allow redmine to connect with Quickbooks Online to create time activity entries for completed work when an issue is closed.
+---
 
-####How it works
+# Disclaimer
-* A QBO customer and service item can now be assigned to an issue. 
-* When a issue is closed, a new QBO Time Activity is created
-  - The total time for the Time Activity will be total spent time.
-  - The rate will be the set be the service item
 
-*Warning: * This is under heavy development
+The core functionality is implemented, but the project is **under active development**.
 
-##Prerequisites
+The `master` branch may contain unstable changes.  
+For production deployments, **use a tagged release**.
 
-Sign up to become a developer for Intuit https://developer.intuit.com/
+---
 
-##The Install
+# Compatibility
 
-To install, clone into your plugin folder and migrate your database. Then navigate to the plugin configuration page (https://your.redmine.com/settings/plugin/redmine_qbo) and suppy your own OAuth key & secret. 
+| Plugin Version | Redmine Version |
+| :--- | :--- |
+| Version 2026.1.0+ | Redmine 6.1 |
+| Version 2.0.0+ | Redmine 5 |
+| Version 1.0.0+ | Redmine 4 |
+| Version 0.8.1 | Redmine 3 |
 
-After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
+---
 
-Once you are authenticated with QBO, you need to synchronize your database with QBO by clicking the sync link in the Quickbooks top menu (https://your.redmine.com/redmine/qbo)
+# Features
 
-##License
+## Issue Billing Integration
 
-The MIT License (MIT)
+*   Assign a **QuickBooks Customer** to a Redmine Issue.
+    
+*   Optionally associate a **QuickBooks Estimate** with the Issue.
 
-Copyright (c) 2016 rick barrette
+*   Automatically associates a **QuickBooks Invoice** with the Issue.
+    
 
-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.
+## Automatic Time Activity Creation
 
-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.
+When an Issue with an assigned Customer is closed:
+
+*   A **Time Activity** is created in QuickBooks for each relevant Redmine Time Entry.
+    
+*   Time Entries are **grouped by Activity name**.
+    
+*   Activity names are used to **dynamically match Items in QuickBooks**.
+    
+*   If no matching Item exists, the activity is **skipped**.
+    
+*   **Labor rates** are determined by the associated QuickBooks Item.
+    
+
+---
+
+## Employee Mapping
+
+Redmine Users can be mapped to **QuickBooks Employees** through the **User Administration** page.
+
+This ensures Time Activities are recorded under the correct employee in QuickBooks.
+
+---
+
+## Customer Management
+
+The plugin provides basic Customer management:
+
+*   Create Customers directly from Redmine
+    
+*   Search Customers by **name or phone number**
+    
+*   View and edit Customer information
+    
+
+Customers are synchronized with QuickBooks.
+
+---
+
+## Webhook Support
+
+The plugin listens for **QuickBooks webhook events**.
+
+Supported automation:
+
+### Invoice Linking
+
+Invoices containing an Issue reference (e.g. `#123`) automatically attach to the corresponding Issue.
+
+### Custom Field Synchronization
+
+Invoice custom fields can be mapped to Issue custom fields.
+
+Example use case:
+
+*   Mileage In/Out recorded in Redmine
+    
+*   Automatically synchronized to the QuickBooks invoice.
+    
+
+### Customer Synchronization
+
+Customer records are automatically updated in the local database when changes occur in QuickBooks.
+
+---
+
+## Plugin Hooks
+
+The plugin exposes several hooks for extending functionality through companion plugins.
+
+Example:
+
+`redmine_qbo_vehicles`  
+Adds support for tracking **customer vehicles** associated with Issues.
+
+Available hooks:
+
+|Type|Hook|Note
+|--|--|--|
+View Hook|:pdf_left, { issue: issue }  | Used to add text to left side of PDF
+View Hook|:pdf_right, { issue: issue }  | Used to add text to right side of PDF
+Hook|process_invoice_custom_fields, { issue: issue, invoice: invoice }  | Used to process invoice custom fields
+View Hook|:show_customer_view_right, { customer: customer } | Used to show partials on right side of customer view
+Hook| :qbo_additional_entities | Used to add additional entites to be processed by the WebhookProcessJob
+Hook| :qbo_full_sync | Used to add a Class to be called by the QboSyncDispatcher
+
+---
+
+# Prerequisites
+
+Before installing the plugin:
+
+1.  Create a QuickBooks developer account:
+    
+
+[https://developer.intuit.com/](https://developer.intuit.com/)
+
+2.  Create an **Intuit application** to obtain:
+    
+
+*   Client ID
+    
+*   Client Secret
+    
+
+3.  Configure the QuickBooks webhook endpoint:
+    
+
+https://redmine.yourdomain.com/qbo/webhook
+
+---
+
+# Installation
+
+## 1\. Clone the Plugin
+
+Install the plugin into your Redmine plugins directory.
+
+```bash
+cd /path/to/redmine/plugins  
+git clone https://github.com/rickbarrette/redmine_qbo.git  
+cd redmine_qbo  
+git checkout <tag>
+```
+
+Use a **tagged release** for stability.
+
+---
+
+## 2\. Install Dependencies
+
+```bash
+bundle install
+```
+
+Required for **Redmine 6 / Rails 7 compatibility**.
+
+---
+
+## 3\. Run Database Migrations
+
+```bash
+bundle exec rake redmine:plugins:migrate RAILS_ENV=production
+```
+
+---
+
+## 4\. Restart Redmine
+
+Restart your Redmine server so the plugin and hooks are loaded.
+
+---
+
+# Configuration
+
+1.  Navigate to:
+    
+
+Administration → Plugins → Configure
+
+2.  Enter your **QuickBooks Client ID and Client Secret**.
+    
+3.  Save the configuration.
+    
+4.  Click **Authenticate** to complete the OAuth connection with QuickBooks Online.
+    
+
+Once authentication succeeds, the plugin performs an **initial synchronization**.
+
+---
+
+# User Mapping
+
+Each Redmine user must be mapped to a QuickBooks Employee.
+
+Navigate to:
+
+Administration → Users
+
+Then assign the corresponding **QuickBooks Employee** to each user.
+
+---
+
+# Usage
+
+To enable automatic billing:
+
+1.  Assign a **Customer** to an Issue.
+    
+2.  Log billable time using **Redmine Time Entries**.
+    
+3.  Close the Issue.
+    
+
+When the Issue is closed, the plugin automatically generates the corresponding **Time Activity entries in QuickBooks Online**.
+
+After the initial synchronization, the plugin receives updates through **Intuit webhooks**.
+
+---
+
+# Troubleshooting
+
+### Time Activities Not Created
+
+Verify that:
+
+*   The Issue has a **Customer assigned**
+    
+*   Time Entries exist for the Issue
+    
+*   Activity names match **QuickBooks Item names**
+    
+
+---
+
+### Webhooks Not Triggering
+
+Ensure the QuickBooks webhook endpoint is reachable:
+
+https://redmine.yourdomain.com/qbo/webhook
+
+Also verify webhook configuration in the Intuit developer dashboard.
+
+## License
+
+> 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.

app/controllers/customers_controller.rb

@@ -0,0 +1,226 @@
+#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.
+
+# This controller class will handle map management
+class CustomersController < ApplicationController
+
+  include AuthHelper
+  helper :issues
+  helper :journals
+  helper :projects
+  helper :custom_fields
+  helper :issue_relations
+  helper :watchers
+  helper :attachments
+  helper :queries
+  include QueriesHelper
+  helper :repositories
+  helper :sort
+  include SortHelper
+  helper :timelog
+
+  before_action :add_customer, only: :new
+  before_action :view_customer, except: [:new, :view]
+  skip_before_action :verify_authenticity_token, :check_if_login_required, only: [:view]
+
+  def address_to_s(address)
+    return if address.nil?
+
+    lines = [
+      address.line1,
+      address.line2,
+      address.line3,
+      address.line4,
+      address.line5
+    ].compact_blank
+
+    city_line = [
+      address.city,
+      address.country_sub_division_code,
+      address.postal_code
+    ].compact_blank.join(" ")
+
+    lines << city_line unless city_line.blank?
+
+    lines.join("\n")
+  end
+
+  def add_customer
+    global_check_permission(:add_customers)
+  end
+
+  def allowed_params
+    params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
+  end
+
+  # Used for autocomplete form
+  def autocomplete
+    term = ActiveRecord::Base.sanitize_sql_like(params[:q].to_s)
+
+    items = Customer.where("name LIKE :t OR phone_number LIKE :t OR mobile_phone_number LIKE :t", t: "%#{term}%")
+      .order(:name)
+      .limit(20)
+
+    render json: items.map { |i|
+      { id: i.id, name: i.name, phone_number: i.phone_number, mobile_phone_number: i.mobile_phone_number }
+    }
+  end
+
+  def create
+    @customer = Customer.new(allowed_params)
+    @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
+
+  def edit
+    @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
+
+  def filter_estimates_by_customer
+    @filtered_estimates = Estimate.all.where(customer_id: params[:selected_customer])
+  end
+
+  def filter_invoices_by_customer
+    @filtered_invoices = Invoice.all.where(customer_id: params[:selected_customer])
+  end
+
+  def index
+    if params[:search]
+      @customers = Customer.search(params[:search]).order(:name).paginate(page: params[:page])
+      if only_one_non_zero?(@customers)
+        redirect_to @customers.first
+      end
+    end
+  end
+
+  def load_issue_data
+    @journals = @issue.journals.preload(:details).preload(user: :email_address).reorder(:created_on, :id).to_a
+
+    @journals.each_with_index { |j, i| j.indice = i + 1 }
+    @journals.reject!(&:private_notes?) unless User.current.allowed_to?(:view_private_notes, @issue.project)
+    Journal.preload_journals_details_custom_fields(@journals)
+    @journals.select! { |journal| journal.notes? || journal.visible_details.any? }
+    @journals.reverse! if User.current.wants_comments_in_reverse_order?
+
+    @changesets = @issue.changesets.visible.preload(:repository, :user).to_a
+    @changesets.reverse! if User.current.wants_comments_in_reverse_order?
+
+    @relations = @issue.relations.select { |r| r.other_issue(@issue)&.visible? }
+    @allowed_statuses = @issue.new_statuses_allowed_to(User.current)
+    @priorities = IssuePriority.active
+    @time_entry = TimeEntry.new(issue: @issue, project: @issue.project)
+    @relation   = IssueRelation.new
+  end
+
+  def log(msg)
+    Rails.logger.info "[CustomersController] #{msg}"
+  end
+
+  def new
+    @customer = Customer.new
+  end
+
+  def only_one_non_zero?(array)
+    found_non_zero = false
+    array.each do |val|
+      if val != 0
+        return false if found_non_zero
+        found_non_zero = true
+      end
+    end
+    found_non_zero
+  end
+
+  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
+  end
+
+  def show
+    @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
+
+  def sync
+    Customer.sync
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
+  end
+
+  def update
+    @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
+
+  def view
+    User.current = User.anonymous
+    @token = CustomerToken.active.find_by(token: params[:token])
+    return render_403 unless @token
+    @issue = @token.issue
+    return render_403 unless @issue
+    return render_403 unless @issue.customer_id == @token.issue.customer_id
+    session[:token] = @token.token
+    load_issue_data
+  rescue ActiveRecord::RecordNotFound
+    render_403
+  end
+
+  def view_customer
+    global_check_permission(:view_customers)
+  end
+
+end

app/controllers/employees_controller.rb

@@ -0,0 +1,26 @@
+#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 EmployeesController < ApplicationController
+  include AuthHelper
+
+  before_action :require_user, unless: -> { session[:token].nil? }
+
+  def sync
+    Employee.sync
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
+  end
+
+  private
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[EmployeeController] #{msg}"
+  end
+end

app/controllers/estimates_controller.rb

@@ -0,0 +1,84 @@
+#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 EstimatesController < ApplicationController
+  include AuthHelper
+
+  before_action :require_user, unless: -> { session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: -> { session[:token].nil? }
+  before_action :load_estimate, only: [:show, :doc]
+  
+  # Displays the estimate PDF in the browser or redirects with an error if not found.
+  def doc
+    render_pdf(@estimate)
+  end
+
+  # Displays the estimate PDF in the browser or redirects with an error if not found.
+  def show
+    render_pdf(@estimate)
+  end
+
+  def sync
+    Estimate.sync
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
+  end
+
+  private
+
+  # Loads the estimate based on ID or doc number, with a fallback to sync if not found locally.
+  def load_estimate
+    log "Attempting to load Estimate with params: #{params.inspect}"
+    @estimate = find_estimate || sync_and_find_estimate
+
+    unless @estimate
+      redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_estimate_not_found) }
+    end
+  end
+
+  # Attempts to find the estimate locally by ID or doc number.
+  def find_estimate
+    return Estimate.find_by(doc_number: params[:search]) if params[:search].present?
+    return Estimate.find_by(id: params[:id]) if params[:id].present?
+  end
+
+  # If the estimate is not found locally, attempts to sync it from the source and find it again.
+  def sync_and_find_estimate
+
+    if params[:search].present?
+      log "Estimate #{params[:search]} not found locally. Syncing by doc number."
+      Estimate.sync_by_doc_number(params[:search])
+      return Estimate.find_by(doc_number: params[:search])
+    end
+
+    if params[:id].present?
+      log "Estimate #{params[:id]} not found locally. Syncing by ID."
+      Estimate.sync_by_id(params[:id])
+      return Estimate.find_by(id: params[:id])
+    end
+
+    nil
+  rescue StandardError => e
+    log "Estimate sync failed: #{e.message}"
+    nil
+  end
+
+  # Renders the estimate PDF or redirects with an error if rendering fails.
+  def render_pdf(estimate)
+    pdf, ref = PdfService.new(entity: Estimate).fetch_pdf(doc_ids: [estimate.id])
+    send_data( pdf, filename: "estimate #{ref}.pdf", disposition: :inline, type: "application/pdf" )
+  rescue StandardError => e
+    log "PDF render failed for Estimate #{estimate&.id}: #{e.message}"
+    redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_estimate_not_found) }
+  end
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[EstimateController] #{msg}"
+  end
+end

app/controllers/invoices_controller.rb

@@ -0,0 +1,41 @@
+#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 InvoicesController < ApplicationController
+  include AuthHelper
+
+  before_action :require_user, unless: -> { session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: -> { session[:token].nil? }
+
+  # Displays the invoice PDF in the browser or redirects with an error if not found.
+  def show
+    log "Processing request for #{request.original_url}"
+
+    invoice_ids = Array(params[:invoice_ids] || params[:id])
+    pdf, ref = PdfService.new(entity: Invoice).fetch_pdf(doc_ids: invoice_ids)
+
+    send_data pdf, filename: "invoice #{ref}.pdf", disposition: :inline, type: "application/pdf"
+
+  rescue StandardError => e
+    log "Invoice PDF failure: #{e.message}"
+    redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_invoice_not_found) }
+  end
+
+  def sync
+    Invoice.sync
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
+  end
+
+  private
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[InvoiceController] #{msg}"
+  end
+end

app/controllers/qbo_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -9,68 +9,72 @@
 #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 QboController < ApplicationController
-  unloadable
+  include AuthHelper
 
-  #
+  before_action :require_user, except: :webhook
-  # Called when the QBO Top Menu us shown
+  skip_before_action :verify_authenticity_token, :check_if_login_required, only: :webhook
-  #
-  def index
-    @qbo = Qbo.first
-    @qbo_customer_count = QboCustomers.count
-    @qbo_item_count = QboItem.count
-    @qbo_employee_count = QboEmployee.count
-    @selected_customer
-    @selected_item
-    @selected_employee
-  end
 
-  #
+  # Initiates the OAuth authentication process by redirecting the user to the QuickBooks authorization URL. The callback URL is generated based on the application's settings and routes.
-  # Called when the user requests that Redmine to connect to QBO
-  #
   def authenticate
-    callback = request.base_url + qbo_oauth_callback_path
+    redirect_to QboOauthService.authorization_url(callback_url: callback_url)
-    token = Qbo.get_oauth_consumer.get_request_token(:oauth_callback => callback)
-    session[:qb_request_token] = token
-    redirect_to("https://appcenter.intuit.com/Connect/Begin?oauth_token=#{token.token}") and return
   end
 
-  #
+  # Handles the OAuth callback from QuickBooks. Exchanges the authorization code for access and refresh tokens, saves the connection details, and redirects to the sync page with a success notice. If any error occurs during the process, logs the error and redirects back to the plugin settings page with an error message.
-  # Called by QBO after authentication has been processed
-  #
   def oauth_callback
-    at = session[:qb_request_token].get_access_token(:oauth_verifier => params[:oauth_verifier])
+    QboOauthService.exchange!(code: params[:code], callback_url: callback_url, realm_id: params[:realmId])
-    token = at.token
-    secret = at.secret
-    realm_id = params['realmId']
-    
-    #There can only be one...
-    Qbo.destroy_all
 
-    # Save the authentication information 
+    redirect_to qbo_sync_path, flash: { notice: I18n.t(:label_connected) }
-    qbo = Qbo.new
-    qbo.token = token
-    qbo.secret = secret
-    qbo.token_expires_at = 6.months.from_now.utc
-    qbo.reconnect_token_at = 5.months.from_now.utc
-    qbo.realmId = realm_id
-    if qbo.save!
-      redirect_to plugin_settings_path(:redmine_qbo), :flash => { :notice => "Successfully connected to Quickbooks" }
-    else
-      redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
-    end
 
+  rescue StandardError => e
+    log "OAuth failure: #{e.message}"
+    redirect_to plugin_settings_path(:redmine_qbo), flash: { error: I18n.t(:label_error) }
   end
 
-  #
+  # Manual billing endpoint to trigger the billing process for a specific issue. Validates the issue and its associations, enqueues a job to bill the issue's time entries, and redirects back to the issue with a notice. If validation fails, redirects back with an error message.
-  # Synchronizes the QboCustomer table with QBO
+  def bill
-  #
+    issue = Issue.find_by(id: params[:id])
+    raise I18n.t(:notice_error_issue_not_found) unless issue
+    raise I18n.t(:notice_billing_error_no_customer) unless issue.customer
+    raise I18n.t(:notice_billing_error_no_employee) unless issue.assigned_to&.employee_id.present?
+    raise I18n.t(:notice_billing_error_no_qbo) unless Qbo.exists?
+
+    BillIssueTimeJob.perform_later(issue.id)
+
+    redirect_to issue, flash: { notice: "#{I18n.t(:label_billing_enqueued)} #{issue.customer.name}"}
+
+  rescue StandardError => e
+    redirect_to issue || root_path, flash: { error: e.message }
+  end
+
+  # Manual sync endpoint to trigger synchronization of QuickBooks entities
+  # with the local database. Supports full or partial sync depending on
+  # the `full_sync` boolean parameter.
   def sync
-    if Qbo.exists? then
+    full_sync = ActiveModel::Type::Boolean.new.cast(params[:full_sync])
-      QboCustomers.update_all
+    QboSyncDispatcher.sync!(full_sync: full_sync)
-      QboItem.update_all
-      QboEmployee.update_all
-    end
 
-    redirect_to qbo_path(:redmine_qbo), :flash => { :notice => "Successfully synced to Quickbooks" }
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
   end
-end
+
+  # Endpoint to receive QuickBooks webhook notifications. Validates the request and processes the payload to sync relevant data to Redmine. Responds with appropriate HTTP status codes based on success or failure of processing.
+  def webhook
+    QboWebhookProcessor.process!(request: request)
+    head :ok
+
+  rescue StandardError => e
+    log "Webhook failure: #{e.message}"
+    head :unauthorized
+  end
+
+  private
+
+  # Constructs the OAuth callback URL based on the application's settings and routes. This URL is used during the OAuth flow to redirect users back to the application after authentication with QuickBooks.
+  def callback_url
+    "#{Setting.protocol}://#{Setting.host_name}#{qbo_oauth_callback_path}"
+  end
+
+  # Logs messages with a consistent prefix for easier debugging and monitoring.
+  def log(msg)
+    Rails.logger.info "[QboController] #{msg}"
+  end
+end

app/helpers/auth_helper.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,22 +8,49 @@
 #
 #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 QboCustomers < ActiveRecord::Base
+module AuthHelper
-  unloadable
-  has_many :issues
-  attr_accessible :name
-  validates_presence_of :id, :name
 
-  def self.update_all 
+  def require_user
-    qbo = Qbo.first
+    return unless session[:token].nil?
-    service = Quickbooks::Service::Customer.new(:company_id => qbo.realmId, :access_token => Qbo.get_auth_token)
+    if !User.current.logged?
-    
+      flash[:error] = t :notice_forbidden
-    # Update the customer table
+      render_403
-    service.all.each { |customer|
+    end
-      qbo_customer = QboCustomers.find_or_create_by(id: customer.id)
-      qbo_customer.id = customer.id
-      qbo_customer.name = customer.display_name
-      qbo_customer.save!
-    }
   end
+  
+  def allowed_to?(action)
+    return false if User.current.nil?
+    project = Project.find(params[:project_id])
+    return false if project.nil?
+    return true if User.current.allowed_to?(action, project)
+    false
+  end
+  
+  def check_permission(permission)
+    if !allowed_to?(permission)
+      flash[:error] = t :notice_forbidden
+      render_403
+    end
+  end
+  
+  
+  def global_check_permission(permission)
+    if !globaly_allowed_to?(permission)
+      flash[:error] = t :notice_forbidden
+      render_403
+    end
+  end
+  
+  def globaly_allowed_to?( action)
+    return false if User.current.nil?
+
+    projects = Project.all
+    projects.each { |p|
+      if User.current.allowed_to?(action, p)
+        return true
+      end
+    }
+    false
+  end
+    
 end

app/jobs/bill_issue_time_job.rb

@@ -0,0 +1,112 @@
+#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 BillIssueTimeJob < ActiveJob::Base
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  # Perform billing of unbilled time entries for a given issue by creating corresponding TimeActivity records in QuickBooks Online, and then marking those entries as billed in Redmine. This job is typically triggered after an invoice is created or updated to ensure all relevant time is captured for billing.
+  def perform(issue_id)
+    issue = Issue.find(issue_id)
+
+    log "Starting billing for issue ##{issue.id}"
+    issue.with_lock do
+      unbilled_entries = issue.time_entries.where(billed: [false, nil]).lock
+      return if unbilled_entries.blank?
+
+      totals = aggregate_hours(unbilled_entries)
+      return if totals.blank?
+      log "Aggregated hours for billing: #{totals.inspect}"
+
+      qbo = QboConnectionService.current!
+      qbo.perform_authenticated_request do |access_token|
+        create_time_activities(issue, totals, access_token, qbo)
+      end
+
+      # Only mark billed AFTER successful QBO creation
+      unbilled_entries.update_all(billed: true)
+    end
+
+    log "Completed billing for issue ##{issue.id}"
+    Qbo.update_time_stamp
+  rescue => e
+    log "Billing failed for issue ##{issue_id} - #{e.message}"
+    raise e
+  end
+
+  private
+
+  # Aggregate time entries by activity name and sum their hours
+  def aggregate_hours(entries)
+    entries.includes(:activity)
+           .group_by { |e| e.activity&.name }
+           .transform_values { |rows| rows.sum(&:hours) }
+           .compact
+  end
+
+  # Create TimeActivity records in QBO for each activity type with the appropriate hours and link them to the issue's assigned employee and customer
+  def create_time_activities(issue, totals, access_token, qbo)
+    log "Creating TimeActivity records in QBO for issue ##{issue.id}"
+   
+    time_service = Quickbooks::Service::TimeActivity.new( company_id: qbo.realm_id,  access_token: access_token)
+    item_service = Quickbooks::Service::Item.new( company_id: qbo.realm_id, access_token: access_token )
+    
+    totals.each do |activity_name, hours_float|
+      next if activity_name.blank?
+      next if hours_float.to_f <= 0
+
+      item = find_item(item_service, activity_name)
+      next unless item
+
+      hours, minutes = convert_hours(hours_float)
+
+      time_entry = Quickbooks::Model::TimeActivity.new
+      time_entry.description     = build_description(issue)
+      time_entry.employee_id     = issue.assigned_to.employee_id
+      time_entry.customer_id     = issue.customer_id
+      time_entry.billable_status = "Billable"
+      time_entry.hours           = hours
+      time_entry.minutes         = minutes
+      time_entry.name_of         = "Employee"
+      time_entry.txn_date        = Date.today
+      time_entry.hourly_rate     = item.unit_price
+      time_entry.item_id         = item.id
+
+      log "Creating TimeActivity for #{activity_name} (#{hours}h #{minutes}m)"
+
+      time_service.create(time_entry)
+    end
+  end
+
+  # Convert a decimal hours float into separate hours and minutes components for QBO TimeActivity
+  def convert_hours(hours_float)
+    total_minutes = (hours_float.to_f * 60).round
+    hours = total_minutes / 60
+    minutes = total_minutes % 60
+    [hours, minutes]
+  end
+
+  # Build a descriptive string for the TimeActivity based on the issue's tracker, ID, subject, and completion status
+  def build_description(issue)
+    base = "#{issue.tracker} ##{issue.id}: #{issue.subject}"
+    return base if issue.closed?
+    "#{base} (Partial @ #{issue.done_ratio}%)"
+  end
+
+  # Find an item in QBO by name, escaping single quotes to prevent query issues. Returns nil if not found.
+  def find_item(item_service, name)
+    safe = name.gsub("'", "\\\\'")
+    item_service.query("SELECT * FROM Item WHERE Name = '#{safe}'").first
+  end
+
+  def log(msg)
+    Rails.logger.info "[BillIssueTimeJob] #{msg}"
+  end
+end

app/jobs/qbo_sync_dispatcher.rb

@@ -1,35 +1,49 @@
-#The MIT License (MIT)
+#The MIT License (MIT)
-#
+#
-#Copyright (c) 2016 rick barrette
+#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:
+#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 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.
+#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 IssuesFormHookListener < Redmine::Hook::ViewListener
+class QboSyncDispatcher
-
+
-  # Edit Issue Form
+  SYNC_JOBS = [
-  # Show a dropdown for quickbooks contacts
+    Customer,
-  def view_issues_form_details_bottom(context={})
+    Estimate,
-    selected = ""
+    Invoice,
-    
+    Employee
-    QboCustomers.update_all
+  ].freeze
-    #QboItem.update_all
+
- 
+  # Dispatches all synchronization jobs to perform a full sync of QuickBooks entities with the local database. 
-    # Check to see if there is a quickbooks user attached to the issue
+  # Each job is enqueued with the `full_sync` flag set to true.
-    if not context[:issue].qbo_customer_id.nil? then
+  def self.sync!(full_sync: false)
-      selected_customer = context[:issue].qbo_customer_id
+    log "Manual Sync initated for #{full_sync ? "full sync" : "incremental sync"}"
-      selected_item = context[:issue].qbo_item_id
+    enque_jobs full_sync: full_sync
-    end
+  end
-
+
-    # Generate the drop down list of quickbooks contacts
+  private
-    select_customer = context[:form].select :qbo_customer_id, QboCustomers.all.pluck(:name, :id), :selected => selected_customer, include_blank: true
+
-  
+  # Dynamically enques all sync jobs
-    # Generate the drop down list of quickbooks contacts
+  def self.enque_jobs(full_sync: full_sync)
-    select_item = context[:form].select :qbo_item_id, QboItem.all.pluck(:name, :id), :selected => selected_item, include_blank: true
+    jobs = SYNC_JOBS.dup
-    return "<p>#{select_customer}</p> <p>#{select_item}</p>"
+
-  end
+    # Allow other plugins to add addtional sync jobs via Hooks
-
+    Redmine::Hook.call_hook( :qbo_full_sync ).each do |context|
+        next unless context
+        Array(context).each do |entity|
+          jobs.push(entity)
+          log "Added additional QBO Sync Job for #{entity.to_s}"
+        end
+    end
+
+    jobs.each { |job| QboSyncJob.perform_later(entity: job, full_sync: full_sync) }
+  end
+
+  def self.log(msg)
+    Rails.logger.info "[QboSyncDispatcher] #{msg}"
+  end
+  
 end

app/jobs/qbo_sync_job.rb

@@ -0,0 +1,38 @@
+#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 QboSyncJob < ApplicationJob
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  # Perform a full sync of all records for the entity, or an incremental sync of only those updated since the last sync
+  def perform(full_sync: false, id: nil, entity: nil, doc_number: nil)
+    raise "An entity to sync is required" unless entity
+    @entity = entity
+
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for #{entity} ##{id || doc_number || 'all'}..."
+    service = "#{entity}SyncService".constantize.new
+
+    if id.present?
+      service.sync_by_id(id)
+    elsif doc_number.present?
+      service.sync_by_doc_number(doc_number)
+    else
+      service.sync(full_sync: full_sync)
+    end
+  end
+
+  private
+
+  # Log messages with the entity type for better traceability
+  def log(msg)
+    Rails.logger.info "[#{@entity}SyncJob] #{msg}"
+  end
+end

app/jobs/qbo_webhook_processor.rb

@@ -0,0 +1,42 @@
+#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 QboWebhookProcessor
+
+  # Processes the incoming QuickBooks webhook request by validating the signature and enqueuing a background job to handle the webhook payload. Raises an error if the signature is invalid.
+  def self.process!(request:)
+    body = request.raw_post
+    signature = request.headers['intuit-signature']
+    secret = RedmineQbo.webhook_token_secret
+
+    raise "Invalid signature" unless valid_signature?(body, signature, secret)
+
+    WebhookProcessJob.perform_later(body)
+  end
+
+  private
+
+  # Validates the QuickBooks webhook request by computing the HMAC signature and comparing it to the provided signature. Returns false if either the signature or secret is blank, or if the computed signature does not match the provided signature.
+  def self.valid_signature?(body, signature, secret)
+    return false if signature.blank? || secret.blank?
+    log "Validating signature"
+
+    digest = OpenSSL::Digest.new('sha256')
+    computed = Base64.strict_encode64(
+      OpenSSL::HMAC.digest(digest, secret, body)
+    )
+
+    ActiveSupport::SecurityUtils.secure_compare(computed, signature)
+  end
+
+  def self.log(msg)
+    Rails.logger.info "[QboWebhookProcessor] #{msg}"
+  end
+end

app/jobs/webhook_process_job.rb

@@ -0,0 +1,77 @@
+#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 WebhookProcessJob < ActiveJob::Base
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  ALLOWED_ENTITIES = %w[
+    Customer
+    Invoice
+    Estimate
+    Employee
+  ].freeze
+
+  # Process incoming QBO webhook notifications and sync relevant data to Redmine
+  def perform(raw_body)
+    log "Received webhook: #{raw_body}"
+    data = JSON.parse(raw_body)
+
+    data.fetch('eventNotifications', []).each do |notification|
+      entities = notification.dig('dataChangeEvent', 'entities') || []
+
+      entities.each do |entity|
+        process_entity(entity)
+      end
+    end
+
+    Qbo.update_time_stamp
+  end
+
+  private
+
+  # Process a single entity from the webhook payload and sync it to Redmine if it's an allowed type
+  def process_entity(entity)
+    log "Processing entity: #{entity}"
+    name = entity['name']
+    id   = entity['id']&.to_i
+
+    entities = ALLOWED_ENTITIES.dup
+    # Allow other plugins to add addtional qbo entities via Hooks
+    Redmine::Hook.call_hook( :qbo_additional_entities ).each do |context|
+        next unless context
+        Array(context).each do |entity|
+          entities.push(entity)
+          log "Added additional QBO entity #{entity}"
+        end
+    end
+    return unless entities.include?(name)
+
+    model = name.safe_constantize
+    return unless model
+
+    if entity['deletedId']
+      model.delete(entity['deletedId'])
+      return
+    end
+
+    if entity['operation'] == "Delete"
+      model.delete(id)
+    else
+      model.sync_by_id(id)
+    end
+  rescue => e
+    log "#{e.message}"
+  end
+
+  def log(msg)
+    Rails.logger.info "[WebhookProcessJob] #{msg}"
+  end
+end

app/models/concerns/quickbooks_oauth.rb

@@ -0,0 +1,98 @@
+#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.
+
+module QuickbooksOauth
+  extend ActiveSupport::Concern
+
+  #== Instance Methods
+
+  # This method will attempt to execute the block and if it encounters an OAuth2::Error or Quickbooks::AuthorizationFailure it will attempt to refresh the token and retry the block.  It will try this up to 3 times before giving up and raising an exception.
+  def perform_authenticated_request(&block)
+    attempts = 0
+    begin
+      yield oauth_access_token
+    rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
+      log "perform_authenticated_request: #{ex.message}"
+
+      # to prevent an infinite loop here keep a counter and bail out after N times...
+      attempts += 1
+
+      raise "QuickbooksOauth:ExceededAuthAttempts" if attempts >= 3
+
+      # check if its an invalid_grant first, but assume it is for now
+      refresh_token!
+
+      retry
+    end
+  end
+
+  # This method will attempt to refresh the access token and update the record with the new access token, refresh token and their respective expiration times.  If the refresh token expires in more than 0 seconds then we will set the refresh token expiration time to that value, otherwise we will set it to 100 days from now.
+  def refresh_token!
+    log "refresh_token!"
+    t = oauth_access_token
+    refreshed = t.refresh!
+
+    if refreshed.params['x_refresh_token_expires_in'].to_i > 0
+      oauth2_refresh_token_expires_at = Time.now + refreshed.params['x_refresh_token_expires_in'].to_i.seconds
+    else
+      oauth2_refresh_token_expires_at = 100.days.from_now
+    end
+
+    log "refresh_token!: #{oauth2_refresh_token_expires_at}"
+
+    update!(
+      oauth2_access_token: refreshed.token,
+      oauth2_access_token_expires_at: Time.at(refreshed.expires_at),
+      oauth2_refresh_token: refreshed.refresh_token,
+      oauth2_refresh_token_expires_at: oauth2_refresh_token_expires_at
+    )
+  end
+
+  # This method will return an instance of the OAuth2::Client class that is configured with the consumer key, consumer secret and the appropriate URLs for the Intuit OAuth2 service.  It will also set the sandbox mode based on the plugin settings.
+  def oauth_client
+    self.class.construct_oauth2_client
+  end
+
+  # This method will return an instance of the OAuth2::AccessToken class that is configured with the current access token, refresh token and the OAuth2 client.  This access token can be used to make authenticated requests to the Intuit API.
+  def oauth_access_token
+    OAuth2::AccessToken.new(oauth_client, oauth2_access_token, refresh_token: oauth2_refresh_token)
+  end
+
+  # This method is an alias for the oauth_access_token method and is used to provide a more intuitive name for the access token when making authenticated requests.
+  def consumer
+    oauth_access_token
+  end
+
+  module ClassMethods
+
+    # This method will construct and return an instance of the OAuth2::Client class that is configured with the consumer key, consumer secret and the appropriate URLs for the Intuit OAuth2 service.  It will also set the sandbox mode based on the plugin settings.  This method is used by the instance method oauth_client to create a new OAuth2 client for each instance of the model that includes this concern.
+    def construct_oauth2_client
+
+      # Are we are playing in the sandbox?
+      Quickbooks.sandbox_mode = RedmineQbo.sandbox_mode?
+      log "Sandbox mode: #{Quickbooks.sandbox_mode}"
+
+      options = {
+        site: "https://appcenter.intuit.com/connect/oauth2",
+        authorize_url: "https://appcenter.intuit.com/connect/oauth2",
+        token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer"
+      }
+      OAuth2::Client.new(RedmineQbo.oauth_consumer_key, RedmineQbo.oauth_consumer_secret, options)
+    end
+
+  end
+
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[QuickbooksOauth] #{msg}"
+  end
+end

app/models/customer.rb

@@ -0,0 +1,118 @@
+#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 Customer < QboBaseModel
+
+  include Redmine::Acts::Searchable
+  include Redmine::Acts::Event  
+
+  has_many :issues
+  has_many :invoices
+  has_many :estimates
+  validates_presence_of :name
+  before_validation :normalize_phone_numbers
+  self.primary_key = :id
+  qbo_sync push: true
+  
+  acts_as_searchable columns: %w[name phone_number mobile_phone_number ],
+                     scope: ->(_context) { left_joins(:project) },
+                     date_column: :updated_at
+
+  acts_as_event :title => Proc.new {|o| "#{o}"},
+                :url => Proc.new {|o| { :controller => 'customers', :action => 'show', :id => o.id} },
+                :type => :to_s,
+                :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}
+
+  # Returns the customer's email address
+  def email
+    return details&.email_address&.address
+  end
+  
+  # Updates the customer's email address
+  def email=(s)
+    details.email_address = s
+  end
+  
+  # Customers are not bound by a project
+  # but we need to implement this method for the Redmine::Acts::Searchable interface
+  def project
+    nil
+  end
+
+  # returns the customer's mobile phone
+  def mobile_phone
+    return details&.mobile_phone&.free_form_number
+  end
+  
+  # Updates the custome's mobile phone number
+  def mobile_phone=(n)
+    pn = Quickbooks::Model::TelephoneNumber.new
+    pn.free_form_number = n
+    details.mobile_phone = pn
+  end
+
+  # Updates Both local DB name & QBO display_name
+  def name=(s)
+    details.display_name = s
+    super
+  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.notes = s
+  end
+
+  # returns the customer's primary phone
+  def primary_phone
+    return details&.primary_phone&.free_form_number
+  end
+  
+  # Updates the customer's primary phone number
+  def primary_phone=(n)
+    pn = Quickbooks::Model::TelephoneNumber.new
+    pn.free_form_number = n
+    details.primary_phone = pn
+  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
+
+  # Override the defult redmine seach method to rank results by id
+  def self.search_result_ranks_and_ids(tokens, user, project = nil, options = {})
+    return {} if tokens.blank?
+
+    scope = self.all
+
+    tokens.each do |token|
+      scope = scope.search(token)
+    end
+
+    ids = scope.distinct.limit(options[:limit] || 100).pluck(:id)
+    ids.index_with { |id| id }
+  end
+  
+  # returns a human readable string
+  def to_s
+    last4 = phone_number&.last(4)
+    last4.present? ? "#{name} - #{last4}" : name.to_s
+  end
+  
+end

app/models/customer_token.rb

@@ -0,0 +1,56 @@
+#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 CustomerToken < ApplicationRecord
+  belongs_to :issue
+
+  validates :issue_id, presence: true
+  validates :token, presence: true, uniqueness: true
+
+  before_validation :generate_token, on: :create
+  before_validation :generate_expire_date, on: :create
+
+  scope :active, -> { where("expires_at > ?", Time.current) }
+
+  TOKEN_EXPIRATION = 1.month
+
+  # Check if the token has expired
+  def expired?
+    expires_at.present? && expires_at <= Time.current
+  end
+
+  # Remove expired tokens from the database
+  def self.remove_expired_tokens
+    where("expires_at <= ?", Time.current).delete_all
+  end
+
+  # Get or create a token for the given issue
+  def self.get_token(issue)
+    return unless issue
+    return unless User.current.allowed_to?(:view_issues, issue.project)
+
+    token = active.find_by(issue_id: issue.id)
+    return token if token
+
+    create!(issue: issue)
+  end
+
+  private
+
+  # Generate a unique token for the customer
+  def generate_token
+    self.token ||= SecureRandom.urlsafe_base64(32)
+  end
+
+  # Generate an expiration date for the token
+  def generate_expire_date
+    self.expires_at ||= Time.current + TOKEN_EXPIRATION
+  end
+end

app/models/employee.rb

@@ -0,0 +1,18 @@
+#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 Employee < QboBaseModel
+
+  has_many :users
+  validates_presence_of :id, :name
+  self.primary_key = :id
+  qbo_sync push: false
+  
+end

app/models/estimate.rb

@@ -0,0 +1,29 @@
+#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 Estimate < QboBaseModel
+
+  has_and_belongs_to_many :issues
+  belongs_to :customer 
+  validates_presence_of :doc_number, :id
+  self.primary_key = :id
+  qbo_sync push: false
+
+  # returns a human readable string
+  def to_s
+    return self[:doc_number]
+  end
+
+  # sync only one estimate by document number
+  def self.sync_by_doc_number(number)
+    QboSyncJob.perform_later(entity: model_name.name, doc_number: number)
+  end
+  
+end

app/models/invoice.rb

@@ -0,0 +1,25 @@
+#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 Invoice < QboBaseModel
+
+  has_and_belongs_to_many :issues
+  belongs_to :customer
+  validates :id, presence: true, uniqueness: true
+  validates :doc_number, :txn_date, presence: true
+  self.primary_key = :id
+  qbo_sync push: false
+
+  # Return the invoice's document number as its string representation
+  def to_s
+    doc_number
+  end
+
+end

app/models/qbo.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -9,25 +9,51 @@
 #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 Qbo < ActiveRecord::Base
-  unloadable
+    
-  validates_presence_of :token, :secret, :realmId, :token_expires_at, :reconnect_token_at
+  include QuickbooksOauth
+  include Redmine::I18n
 
-  QB_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
+  validate :single_record_only, on: :create
-  QB_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
 
-  $qb_oauth_consumer = OAuth::Consumer.new(QB_KEY, QB_SECRET, {
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
-    :site                 => "https://oauth.intuit.com",
+  def self.last_sync
-    :request_token_path   => "/oauth/v1/get_request_token",
+    qbo = QboConnectionService.current!
-    :authorize_url        => "https://appcenter.intuit.com/Connect/Begin",
+    format_time(qbo.last_sync)
-    :access_token_path    => "/oauth/v1/get_access_token"
+  rescue
-  })
+    return I18n.t(:label_qbo_never_synced)
-
-  def self.get_auth_token
-    qbo = first
-    return OAuth::AccessToken.new($qb_oauth_consumer, qbo.token, qbo.secret)
   end
 
-  def self.get_oauth_consumer
+  def self.oauth2_access_token_expires_at
-    return $qb_oauth_consumer
+    QboConnectionService.current!.oauth2_access_token_expires_at
+  rescue
+    return I18n.t(:label_qbo_never_synced)
   end
+
+  def self.oauth2_refresh_token_expires_at
+    QboConnectionService.current!.oauth2_refresh_token_expires_at
+  rescue
+    return I18n.t(:label_qbo_never_synced)
+  end
+  
+  # Updates last sync time stamp
+  def self.update_time_stamp
+    date = DateTime.now
+    log "Updating QBO timestamp to #{date}"
+    qbo = QboConnectionService.current!
+    qbo.last_sync = date
+    qbo.save
+  end
+  
+  private
+
+  # Logs a message with a QBO-specific prefix for easier identification in the logs.
+  def self.log(msg)
+    logger.info "[QBO] #{msg}"
+  end
+
+  # Validates that only one QBO connection record exists in the database. Adds an error if a record already exists.
+  def single_record_only
+    errors.add(:base, "Only one QBO connection allowed") if Qbo.exists?
+  end
+
 end

app/models/qbo_base_model.rb

@@ -0,0 +1,122 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 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 QboBaseModel < ActiveRecord::Base
+
+  include Redmine::I18n
+
+  self.abstract_class = true
+  validates_presence_of :id
+  class_attribute :qbo_push_enabled, default: true
+  attr_accessor :skip_qbo_push
+  before_validation :push_to_qbo, on: :create, if: :push_to_qbo?
+  after_commit :push_to_qbo, on: :update, if: :push_to_qbo?
+
+  # Returns the details of the entity. 
+  # 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 entity's information in a way that minimizes unnecessary API calls to QBO, improving performance and reducing latency.
+  def details
+    @details ||= begin
+      xml = Rails.cache.fetch(details_cache_key, expires_in: 10.minutes) do
+        fetch_details.to_xml_ns
+      end
+      qbo_model_class.from_xml(xml)
+    end
+  end
+
+  # Generates a unique cache key for storing this customer's QBO details.
+  def details_cache_key
+    "#{model_name.name}:#{id}:qbo_details:#{updated_at.to_i}"
+  end
+
+  # 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
+
+  # Magic Method
+  # Maps Get/Set methods to QBO entity object
+  def method_missing(method_name, *args, &block)
+    if qbo_model_class.method_defined?(method_name)
+      details
+      @details.public_send(method_name, *args, &block)
+    else
+      super
+    end
+  end
+
+  def push_to_qbo?
+    log "qbo_push_enabled #{self.class.qbo_push_enabled}"
+    log "skip_qbo_push #{skip_qbo_push}"
+
+    self.class.qbo_push_enabled && skip_qbo_push != true
+  end
+
+  # Repsonds to missing methods by delegating to the QBO entity calss 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 Subclass model, providing flexibility and reducing boilerplate code.
+  def respond_to_missing?(method_name, include_private = false)
+    qbo_model_class.method_defined?(method_name) || super
+  end
+
+  # Sync all entities, typically triggered by a scheduled task or manual sync request
+  def self.sync
+    QboSyncJob.perform_later(entity: model_name.name, full_sync: true)
+  end
+
+  # Sync a single entity by ID, typically triggered by a webhook notification or manual sync request
+  def self.sync_by_id(id)
+    QboSyncJob.perform_later(entity: model_name.name, id: id)
+  end
+
+  # Flag used to update local without pushing to QBO.
+  # This is used to prevent loops with the webhook
+  def skip_qbo_push?
+     !!skip_qbo_push
+  end
+
+  def self.qbo_sync(push: true)
+    self.qbo_push_enabled = push
+  end
+
+  private
+  
+  # Log messages with a standarized prefix
+  def log(msg)
+    Rails.logger.info "[#{model_name.name}] #{msg}"
+  end
+
+  # Fetches the entity's details from QuickBooks Online. 
+  def fetch_details
+    log "Fetching details for #{model_name.name} ##{id} from QBO..."
+    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}..."
+    reslut = service_class.new(local: self).push
+    Rails.cache.delete(details_cache_key)
+    return reslut
+  end
+
+  # Dynamically get the Quickbooks Model Class
+  def qbo_model_class
+    @qbo_model_class ||= "Quickbooks::Model::#{model_name.name}".constantize
+  end
+
+  # Dynamically get the Service Class
+  def service_class
+    @service_class ||= "#{model_name.name}Service".constantize
+  end
+
+end

app/services/customer_service.rb

@@ -0,0 +1,20 @@
+#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 < ServiceBase
+
+  private 
+
+  def build_qbo_remote
+    log "Building new QBO Customer"
+    Quickbooks::Model::Customer.new
+  end
+
+end

app/services/customer_sync_service.rb

@@ -0,0 +1,29 @@
+#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 CustomerSyncService < SyncServiceBase
+
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Customer
+  end
+
+  # Determine if the local entity should be deleted (e.g. if it's marked inactive in QBO)
+  def destroy_local?(remote)
+    !remote.active?
+  end
+
+  map_attribute :name, :display_name
+  map_phone :phone_number, :primary_phone
+  map_phone :mobile_phone_number, :mobile_phone
+
+end

app/services/employee_sync_service.rb

@@ -0,0 +1,27 @@
+#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 EmployeeSyncService < SyncServiceBase
+
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Employee
+  end
+
+  # Determine if the local entity should be deleted (e.g. if it's marked inactive in QBO)
+  def destroy_local?(remote)
+    !remote.active?
+  end
+
+  map_attribute :name, :display_name
+
+end

app/services/estimate_sync_service.rb

@@ -0,0 +1,31 @@
+#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 EstimateSyncService < SyncServiceBase
+
+  # sync only one estimate
+  def sync_by_doc_number(number)
+    log "Syncing estimate by doc number #{number}"
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
+      persist(service.find_by( :doc_number, number).first)
+    end
+  end
+  
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Estimate
+  end
+
+  map_attributes :doc_number, :txn_date
+  map_belongs_to :customer
+
+end

app/services/invoice_attachment_service.rb

@@ -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 InvoiceAttachmentService
+
+  def initialize(invoice, remote)
+    @invoice = invoice
+    @remote  = remote
+  end
+
+  # Attach invoice to issues based on issue IDs found in the invoice's private note and line descriptions
+  def attach
+    extract_issue_ids.each do |issue_id|
+      log "Processing issue ##{issue_id} for invoice ##{@invoice.doc_number}"
+      
+      issue = Issue.find_by(id: issue_id)
+      next unless issue
+      next unless issue.customer&.id == @invoice.customer&.id
+
+      unless issue.invoices.exists?(@invoice.id)
+        issue.invoices << @invoice
+        issue.save! if issue.changed?
+        log "Attached invoice ##{@invoice.id} to issue ##{issue.id}"
+      end
+
+      InvoiceCustomFieldSyncService.new(issue, @invoice, @remote).sync
+    end
+  end
+
+  private
+
+  # Extract issue IDs from the invoice's private note and line descriptions
+  def extract_issue_ids
+    ids = []
+
+    if @remote.private_note.present?
+      ids += scan(@remote.private_note)
+    end
+
+    Array(@remote.line_items).each do |line|
+      ids += scan(line.description.to_s)
+    end
+
+    ids.uniq
+  end
+
+  # Scan text for issue IDs in the format #123
+  def scan(text)
+    text.scan(/#(\d+)/).flatten.map(&:to_i)
+  end
+
+  def log(msg)
+    Rails.logger.info "[InvoiceAttachmentService] #{msg}"
+  end
+end

app/services/invoice_custom_field_sync_service.rb

@@ -0,0 +1,69 @@
+#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 InvoiceCustomFieldSyncService
+
+  def initialize(issue, invoice, remote)
+    @issue   = issue
+    @invoice = invoice
+    @remote = remote
+  end
+
+  # Sync custom fields on the issue based on the invoice data, then push changes to QBO if any fields were updated
+  def sync
+    return if @invoice.qbo_sync_locked?
+
+    log "Syncing custom fields for issue ##{@issue.id} based on invoice ##{@invoice.doc_number}"
+
+    changed = false
+
+    # Process Invoice Custom Fields via Hooks
+    Redmine::Hook.call_hook(
+      :process_invoice_custom_fields,
+      issue: @issue,
+      invoice: @remote
+    ).each do |context|
+        next unless context
+        changed ||= context[:is_changed]
+        log "Custom fields updated by hook, marking invoice for push to QBO" if context[:is_changed]
+    end
+
+    # Process Issue Custom Values from any issue custom fields that match the invoice custom fields
+    begin
+      value = @issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
+      
+      # Check to see if the value is blank...
+      if not value.value.to_s.blank?
+        # Check to see if the value is diffrent
+        if not cf.string_value.to_s.eql? value.value.to_s
+          # update the custom field on the invoice
+          cf.string_value = value.value.to_s
+          is_changed = true
+        end
+      end
+    rescue
+      # Nothing to do here, there is no match
+    end
+
+    push_if_changed if changed
+  end
+
+  private
+
+  # If any custom fields were changed during the sync process, this method will trigger a push of the invoice data to QuickBooks Online to ensure that the remote data stays in sync with the local changes. It uses the InvoicePushService to handle the actual communication with QBO.
+  def push_if_changed
+    InvoicePushService.new(@invoice).push
+  end
+
+  def log(msg)
+    Rails.logger.info "[InvoiceCustomFieldSyncService] #{msg}"
+  end
+  
+end

app/services/invoice_push_service.rb

@@ -0,0 +1,38 @@
+#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 InvoicePushService
+  
+  def initialize(invoice)
+    @invoice = invoice
+  end
+
+  # 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)
+    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
+    Rails.logger.error "[InvoicePushService] #{e.message}"
+  ensure
+    @invoice.update_column(:qbo_sync_locked, false)
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[InvoicePushService] #{msg}"
+  end
+end

app/services/invoice_sync_service.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,22 +8,23 @@
 #
 #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 QboItem < ActiveRecord::Base
+class InvoiceSyncService < SyncServiceBase
-  unloadable
-  has_many :issues
-  attr_accessible :name
-  validates_presence_of :id, :name
   
-  def self.update_all 
+  private
-    qbo = Qbo.first
+
-    service = Quickbooks::Service::Item.new(:company_id => qbo.realmId, :access_token => Qbo.get_auth_token)
+  # Specify the local model this service syncs
-    
+  def self.model_class
-    # Update the item table
+    Invoice
-    service.all.each { |item|
-      qbo_item = QboItem.find_or_create_by(id: item.id)
-      qbo_item.name = item.name
-      qbo_item.id = item.id
-      qbo_item.save!
-    }
   end
-end
+
+  # Attach QBO Invoices to the local Issues
+  def attach_documents(local, remote)
+    InvoiceAttachmentService.new(local, remote).attach
+  end
+
+  map_attributes :balance, :doc_number, :due_date, :txn_date
+  map_attribute :total_amount, :total
+  map_attribute :qbo_updated_at, "meta_data.last_updated_time"
+  map_belongs_to :customer
+
+end

app/services/pdf_service.rb

@@ -0,0 +1,57 @@
+#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 PdfService
+  
+  require 'combine_pdf'
+
+  # Subclasses should initialize with a QBO client instance
+  def initialize(entity: entity)
+    raise "An entity to sync is required" unless entity
+    @entity = entity
+  end
+
+  # Fetches the PDF for the given entity IDs. If multiple IDs are provided, their PDFs are combined into a single document.
+  def fetch_pdf(doc_ids:)
+    log "Fetching PDFs for #{@entity} IDs: #{doc_ids.join(', ')}"
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
+      return single_pdf(service, doc_ids.first) if doc_ids.size == 1
+      combined_pdf(service, doc_ids)
+    end
+  end
+
+  private
+
+  # Fetches a single PDF for the given invoice ID.
+  def single_pdf(service, id)
+    log "Fetching PDF for #{@entity} ID: #{id}"
+    entity = service.fetch_by_id(id)
+    [service.pdf(entity), entity.doc_number]
+  end
+
+  # Combines PDFs for multiple entity IDs into a single PDF document and returns it along with a reference string.
+  def combined_pdf(service, ids)
+    log "Combining PDFs for #{@entity} IDs: #{ids.join(', ')}"
+    pdf = CombinePDF.new
+    ref = []
+
+    ids.each do |id|
+      entity = service.fetch_by_id(id)
+      ref << entity.doc_number
+      pdf << CombinePDF.parse(service.pdf(entity))
+    end
+
+    [pdf.to_pdf, ref.join(" ")]
+  end
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[#{@entity}PdfService] #{msg}"
+  end
+end

app/services/qbo_connection_service.rb

@@ -0,0 +1,42 @@
+#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 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
+      Qbo.destroy_all
+      qbo = Qbo.create!(
+        oauth2_access_token: token,
+        oauth2_refresh_token: refresh_token,
+        realm_id: realm_id
+      )
+      qbo.refresh_token!
+      qbo
+    end
+  end
+
+  # 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/qbo_oauth_service.rb

@@ -0,0 +1,35 @@
+#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 QboOauthService
+
+  # Generates the QuickBooks OAuth authorization URL with the specified callback URL.
+  # The URL includes necessary parameters such as response type, state, and scope.
+  def self.authorization_url(callback_url:)
+    client.auth_code.authorize_url(
+      redirect_uri: callback_url,
+      response_type: "code",
+      state: SecureRandom.hex(12),
+      scope: "com.intuit.quickbooks.accounting"
+    )
+  end
+
+  # Exchanges the authorization code for access and refresh tokens. 
+  # Creates or replaces the QBO connection record with the new credentials and refreshes the token immediately after creation.
+  def self.exchange!(code:, callback_url:, realm_id:)
+    resp = client.auth_code.get_token(code, redirect_uri: callback_url)
+    QboConnectionService.replace!( token: resp.token, refresh_token: resp.refresh_token, realm_id: realm_id )
+  end
+
+  # Constructs and returns an OAuth2 client instance configured with the application's credentials and settings.
+  def self.client
+    Qbo.construct_oauth2_client
+  end
+end

app/services/service_base.rb

@@ -0,0 +1,67 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 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 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(local: nil)
+    @entity = local.class.name
+    raise "#{@entity} record is required for push operation" unless local
+    @local = local
+  end
+
+  # Subclasses must implement this to build a new QBO entity if a remote is not found
+  def build_qbo_remote
+    raise NotImplementedError
+  end
+
+  # Pulls the Item data from QuickBooks Online. 
+  def pull
+    return build_qbo_remote unless @local.present?
+    return build_qbo_remote unless @local.id
+    log "Fetching details for #{@entity} ##{@local.id} from QBO..."
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
+      service.fetch_by_id(@local.id)
+    end
+  rescue => e
+    log "Fetch failed for #{@local.id}: #{e.message}"
+    build_qbo_remote
+  end
+
+   # Pushes the Item data to QuickBooks Online. 
+   # This method handles the communication with QBO, including authentication and error handling. 
+   # It uses the QBO client to send the remote data and logs the process for monitoring and debugging purposes. 
+   # 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 = QboConnectionService.with_qbo_service(entity: @entity) do |service|
+      if @local.id.present?
+        log "Updating #{@entity}"
+        service.update(@local.details)
+      else
+        log "Creating #{@entity}"
+        service.create(@local.details)
+      end
+    end
+    @local.id = remote.id unless @local.persisted?
+    log "Push for remote ##{@local.id} completed."
+    @local
+  end
+
+  private 
+
+  # Log messages with the entity type for better traceability
+  def log(msg)
+    Rails.logger.info "[#{@entity}Service] #{msg}"
+  end
+
+end

app/services/sync_service_base.rb

@@ -0,0 +1,241 @@
+#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 SyncServiceBase
+  PAGE_SIZE = 1000
+
+  # Subclasses should initialize with a QBO client instance
+  def initialize()
+    @entity = self.class.model_class
+    @page_size = self.class.page_size 
+  end
+
+  # Subclasses can implement this to overide the default page size
+  def self.page_size
+    @page_size = PAGE_SIZE
+  end
+
+  # Subclasses must implement this to specify which local model they sync (e.g. Customer, Invoice)
+  def self.model_class
+    raise NotImplementedError
+  end
+
+  # 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}"
+    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)
+        log "Processing batch of #{entries.size} #{@entity.name}"
+        entries.each do |remote|
+          persist(remote)
+        end
+      end
+    end
+
+    log "#{@entity.name} sync complete"
+  end
+
+  # Sync a single entity by its QBO ID (webhook usage)
+  def sync_by_id(id)
+    log "Syncing #{@entity.name} with ID #{id}"
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
+      remote = service.fetch_by_id(id)
+      persist(remote)
+    end
+  end
+
+  private
+
+  def attach_documents(local, remote)
+    # Override in subclasses if the entity has attachments (e.g. Invoice)
+  end
+
+  # Builds a QBO query for retrieving entities
+  def build_query(full_sync)
+    if full_sync
+      "SELECT * FROM #{@entity.name} ORDER BY Id"
+    else
+      last_update = @entity.maximum(:updated_at) || 1.year.ago
+
+      <<~SQL.squish
+        SELECT * FROM #{@entity.name}
+        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
+        ORDER BY MetaData.LastUpdatedTime
+      SQL
+    end
+  end
+
+  # Determine if a remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
+  def destroy_local?(remote)
+    false
+  end
+
+  def extract_value(remote, remote_attr)
+    case remote_attr
+    when Proc
+      remote_attr.call(remote)
+    else
+      remote.public_send(remote_attr)
+    end
+  end
+
+  # Attribute Mapping DSL
+  #
+  # This DSL defines how attributes from a QuickBooks Online (QBO) entity
+  # are mapped onto a local ActiveRecord model during synchronization.
+  #
+  # Each mapping registers a lambda in `attribute_map`. When a remote QBO
+  # object is processed, the lambda is executed to extract and transform
+  # the value that will be assigned to the local model attribute.
+  #
+  # The DSL supports several mapping patterns:
+  #
+  # 1. Direct attribute mapping (same name)
+  #
+  #      map_attribute :doc_number
+  #
+  #    Equivalent to:
+  #
+  #      local.doc_number = remote.doc_number
+  #
+  # 2. Renamed attribute mapping
+  #
+  #      map_attribute :total_amount, :total
+  #
+  #    Equivalent to:
+  #
+  #      local.total_amount = remote.total
+  #
+  # 3. Custom transformation logic
+  #
+  #      map_attribute :qbo_updated_at do |remote|
+  #        remote.meta_data&.last_updated_time
+  #      end
+  #
+  #    Useful for nested fields or computed values.
+  #
+  # 4. Bulk attribute mapping
+  #
+  #      map_attributes :doc_number, :txn_date, :due_date
+  #
+  #    Convenience helper that maps multiple attributes with identical names.
+  #
+  # 5. Foreign key / reference mapping
+  #
+  #      map_belongs_to :customer
+  #
+  #    Resolves a QBO reference object (e.g. `customer_ref.value`) and finds
+  #    the associated local ActiveRecord model.
+  #
+  # 6. Specialized helpers
+  #
+  #      map_phone :phone_number, :primary_phone
+  #
+  #    Extracts and normalizes phone numbers by stripping non-digit characters.
+  #
+  # Internally, the mappings are stored in `attribute_map` and executed by the
+  # SyncService during `process_attributes`, which iterates through each mapping
+  # and assigns the computed value to the local record.
+  #
+  # This design keeps synchronization services declarative, readable, and easy
+  # to extend while centralizing transformation logic in a single DSL.
+  class << self
+
+    def map_attributes(*attrs)
+      attrs.each do |attr|
+        map_attribute(attr)
+      end
+    end
+
+
+    def map_attribute(local_attr, remote_attr = nil, &block)
+      attribute_map[local_attr] =
+        if block_given?
+          block
+        elsif remote_attr
+          ->(remote) do
+            remote_attr.to_s.split('.').reduce(remote) do |obj, method|
+              obj&.public_send(method)
+            end
+          end
+        else
+          ->(remote) { remote.public_send(local_attr) }
+        end
+    end
+
+    def attribute_map
+      @attribute_map ||= {}
+    end
+
+    def map_belongs_to(local_attr, ref: nil, model: nil)
+      ref ||= "#{local_attr}_ref"
+      model ||= local_attr.to_s.classify.constantize
+
+      attribute_map[local_attr] = lambda do |remote|
+        ref_obj = remote.public_send(ref)
+        id = ref_obj&.value
+        id ? model.find_by(id: id) : nil
+      end
+    end
+
+    def map_phone(local_attr, remote_attr)
+      attribute_map[local_attr] = lambda do |remote|
+        phone = remote.public_send(remote_attr)
+        phone&.free_form_number&.gsub(/\D/, '')
+      end
+    end
+  end
+
+  # Log messages with the entity type for better traceability
+  def log(msg)
+    Rails.logger.info "[#{@entity.name}SyncService] #{msg}"
+  end
+
+  # Create or update a local entity record based on the QBO remote data
+  def persist(remote)
+    local = @entity.find_or_initialize_by(id: remote.id)
+    
+    if destroy_local?(remote)
+      if local.persisted?
+        local.destroy
+        log "Deleted #{@entity.name} #{remote.id}"
+      end
+      return
+    end
+
+    process_attributes(local, remote)
+    
+    if local.new_record? || local.changed?
+      was_new = local.new_record?
+      local.skip_qbo_push = true
+      local.save!
+      log "#{was_new ? 'Created' : 'Updated'} #{@entity.name} #{remote.id}"
+      attach_documents(local, remote)
+    end
+
+  rescue => e
+    log "Failed to sync #{@entity.name} #{remote.id}: #{e.message}"
+  end
+
+  # Maps remote attributes to local model
+  def process_attributes(local, remote)
+    log "Processing #{@entity} ##{remote.id}"
+
+    self.class.attribute_map.each do |local_attr, mapper|
+      value = mapper.call(remote)
+
+      if local.public_send(local_attr) != value
+        local.public_send("#{local_attr}=", value)
+      end
+    end
+  end
+end

app/views/customers/_actions.html.erb

@@ -0,0 +1,11 @@
+<%= link_to t(:label_appointment), "https://calendar.google.com/calendar/render?action=TEMPLATE&text=#{@customer.name}+-&details=#{ link_to t(:customer_details), "https://#{Setting.host_name}#{customer_path @customer.id}"}%0A#{@customer.primary_phone}%3Cbr/%3E+&dates=#{Time.now.strftime("%Y%m%d")}T090000/#{Time.now.strftime("%Y%m%d")}T170000", target: :_blank, id: :appointment_link %>
+
+<br/>
+<br/>
+
+<%= link_to t(:label_create_estimate), "https://qbo.intuit.com/app/estimate?nameId=#{@customer.id}", target: :_blank %>
+
+<br/>
+<br/>
+
+<%= button_to t(:label_edit_customer), edit_customer_path(@customer), method: :get%> 

app/views/customers/_details.html.erb

@@ -0,0 +1,60 @@
+<table>
+  <tbody>
+
+    <tr>
+      <th><%=t(:label_name)%></th>
+      <td><%= customer.name %></td>
+    </tr>
+
+    <tr>
+      <th><%=t(:label_email)%></th>
+      <td><%= customer.email %></td>
+    </tr>
+    
+    <tr>
+      <th><%=t(:label_primary_phone)%></th>
+      <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) %></td>
+    </tr>
+    
+     <tr>
+        <th><%=t(:label_billing_address)%></th>
+        <td><pre><%= @billing_address %></pre></td>
+    </tr>
+    
+     <tr>
+        <th><%=t(:label_shipping_address)%></th>
+        <td><pre><%= @shipping_address %></pre></td>
+    </tr>
+    
+    <tr>
+        <th><%=t(:label_account_balance)%></th>
+        <td>$<%= customer.balance %></td>
+    </tr>
+    
+    <tr>
+      <th colspan="2"><h4><%=t(:field_notes)%></hr></th>
+    </tr>
+
+    <tr>
+      <td colspan="2">
+       <pre id="note-display" style="text-align: left; white-space: pre-wrap; font-family: inherit;">
+          <%= customer.notes %>
+        </pre>
+      </td>
+    </tr>
+
+    <script>
+        const preElement = document.getElementById('note-display');
+        // This takes the text, trims the edges, and puts it back
+        preElement.textContent = preElement.textContent.trim();
+      </script>
+
+  </tbody>
+</table> 
+<br/>
+<br/>

app/views/customers/_form.html.erb

@@ -0,0 +1,59 @@
+<div class="row">
+  <div class="span6 columns">
+    <fieldset>
+
+      <%= form_for @customer do |f| %> 
+       
+        <div class="clearfix">
+          <%=t(:label_display_name)%> 
+          <div class="input">
+            <%= f.text_field :name, required: true, class: "customer-name", autocomplete: "off", data: { autocomplete_url: "/customers/autocomplete" } %>
+          </div>
+        </div>
+        
+        <div class="clearfix">
+          <%=t(:label_primary_phone)%>
+          <div class="input">
+            <%= f.telephone_field :primary_phone, autocomplete: "off" %>
+          </div>
+        </div>
+        
+       <div class="clearfix">
+          <%=t(:label_mobile_phone)%>:
+          <div class="input">
+            <%= f.telephone_field :mobile_phone, autocomplete: "off" %>
+          </div>
+        </div>
+        
+        <div class="clearfix">
+          <%=t(:label_email)%>:
+          <div class="input">
+            <%= f.email_field :email, autocomplete: "off" %>
+          </div>
+        </div>
+        
+        <div class="clearfix">
+          <%=t(:field_notes)%>: 
+          <div class="input">
+            <p>  
+              <%= content_tag :span, id: "issue_description_and_toolbar" do %>
+              <%= f.text_area :notes,
+                    cols: 60,
+                    rows: 10,
+                    accesskey: accesskey(:edit),
+                    class: 'wiki-edit',
+                    no_label: true %>
+              <% end %>
+            </p>
+            <%= wikitoolbar_for :issue_description %>
+          </div>
+        </div>
+        
+       <div class="actions">
+        <%= f.submit %>
+       </div>
+      <% end %>
+
+    </fieldset>
+  </div>
+</div>

app/views/customers/_search.html.erb

@@ -0,0 +1,6 @@
+<%= form_tag(customers_path, method: "get", id: "customer-search-form") do %>
+    <%= text_field_tag :search, params[:search], class: "customer-name", placeholder: t(:label_search_customers), autocomplete: "off", data: { autocomplete_url: "/customers/autocomplete" } %>
+    <%= submit_tag t(:label_search) %>
+<% end %>
+<%= button_to t(:label_new_customer), new_customer_path, method: :get%>
+<%= button_to(t(:label_sync), qbo_sync_path, method: :get) if User.current.admin?%>

app/views/customers/_sidebar.html.erb

@@ -0,0 +1,2 @@
+<h3><%=t(:label_customers)%></h3>
+<%= render partial: 'customers/search' %>

app/views/customers/edit.html.erb

@@ -0,0 +1,3 @@
+<h1><%=t(:label_edit_customer)%></h1> 
+<br/> 
+<%= render partial: 'customers/form' %>

app/views/customers/filter_estimates_by_customer.js.erb

@@ -0,0 +1 @@
+$('select#issue_estimate_id').html('<%= j content_tag(:option,'',value:"")+options_from_collection_for_select(@filtered_estimates, :id, :doc_number) %>');

app/views/customers/index.html.erb

@@ -0,0 +1,24 @@
+<h2><%=t(:field_customers)%> <span style="float:right"> <%= render partial: 'customers/search' %> </span> </h2>
+<% if @customers.present? %>
+  <br/>
+  <% @customers.each do |c| %>
+    <div class="row">
+      <div class="span6 columns">
+        <%= link_to c, customer_path(c.id) %>
+      </div>
+    </div>
+  <% end %>
+
+<p><%=t(:label_matching)%> <%= @customers.count %> <%=t(:field_customers)%> </p>
+
+<div class="actions">
+  <%= will_paginate @customers %>
+</div>
+
+<% else %>
+  <p><%=t(:label_no_customers)%> <%= params[:search] %>.</p>
+<% end %>
+
+<div>
+  <%= render partial: 'qbo/stats' %>
+</div>

app/views/customers/new.html.erb

@@ -0,0 +1,3 @@
+<h2><%=t(:label_new_customer)%></h2> 
+<br/>
+<%= render partial: 'customers/form' %>

app/views/customers/show.html.erb

@@ -0,0 +1,53 @@
+<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= link_to @customer.to_s, "https://#{RedmineQbo.sandbox_mode? ? "sandbox" : "app"}.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
+  <div class="issue">
+
+    <div class="splitcontent">
+
+      <div class="splitcontentleft">
+
+        <h4><%=t(:label_details)%>:</h4>
+
+        <!-- Customer Info -->
+
+        <div class="splitcontent">
+          <div class="splitcontentleft">
+            <h4><%=t(:field_customer)%>:</h4>
+            <%= render partial: 'customers/details', locals: {customer: @customer} %>
+          </div>
+
+          <div class="splitcontentleft">
+            <h4><%=t(:label_actions)%>:</h4>
+            <%= render partial: 'customers/actions', locals: {customer: @customer} %>
+          </div>
+        </div>
+
+
+        <!-- QBO Info -->
+
+        <div class="splitcontent">
+          <div class="splitcontentleft">
+            <h4><%=t(:estimates)%>:</h4>
+            <%= render partial: 'estimates/list', locals: {estimates: @customer.estimates} %>
+          </div>
+
+          <div class="splitcontentleft">
+            <h4><%=t(:label_invoices)%>:</h4>
+            <%= render partial: 'invoices/list', locals: {invoices: @customer.invoices} %>
+          </div>
+        </div>
+
+      </div>
+        
+      <div class="splitcontentleft">
+        <%= call_hook :show_customer_view_right, {customer: @customer} %>
+      </div>
+    </div>
+
+  </div>
+
+<br/>
+<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} %>

app/views/customers/view.html.erb

@@ -0,0 +1,111 @@
+<p style="float: right;"> <%= copy_object_url_link(request.url) %> </p>
+
+<h2><%= issue_heading(@issue) %></h2>
+
+<div class="<%= @issue.css_classes %> details">
+
+<%= avatar(@issue.author, size: "50") %>
+
+<div class="subject">
+<%= render_issue_subject_with_tree(@issue) %>
+<%=t(:label_customer_link_expires)%> <%= distance_of_time_in_words(Time.now, @token.expires_at) %>
+</div>
+        <p class="author">
+        <%= authoring @issue.created_on, @issue.author %>.
+        <% if @issue.created_on != @issue.updated_on %>
+        <%= l(:label_updated_time, time_tag(@issue.updated_on)).html_safe %>.
+        <% end %>
+        </p>
+
+<div class="attributes">
+<%= issue_fields_rows do |rows|
+  rows.left l(:field_status), @issue.status.name, class: :status
+  rows.left l(:field_priority), @issue.priority.name, class: :priority
+  # unless @issue.disabled_core_fields.include?(:assigned_to_id)
+  #   rows.left l(:field_assigned_to), avatar(@issue.assigned_to, size: "14").to_s.html_safe + (@issue.assigned_to ? @issue.assigned_to : "-"), class: 'assigned-to'
+  # end
+  unless @issue.disabled_core_fields.include?(:category_id) || (@issue.category.nil? && @issue.project.issue_categories.none?)
+    rows.left l(:field_category), (@issue.category ? @issue.category.name : "-"), class: :category
+  end
+  unless @issue.disabled_core_fields.include?(:fixed_version_id) || (@issue.fixed_version.nil? && @issue.assignable_versions.none?)
+    rows.left l(:field_fixed_version), (@issue.fixed_version ? @issue.fixed_version : "-"), class: 'fixed-version'
+  end
+  unless @issue.disabled_core_fields.include?(:start_date)
+    rows.right l(:field_start_date), format_date(@issue.start_date), class: 'start-date'
+  end
+  unless @issue.disabled_core_fields.include?(:due_date)
+    rows.right l(:field_due_date), format_date(@issue.due_date), class: 'due-date'
+  end
+  unless @issue.disabled_core_fields.include?(:done_ratio)
+    rows.right l(:field_done_ratio), progress_bar(@issue.done_ratio, legend: "#{@issue.done_ratio}%"), class: :progress
+  end
+  unless @issue.disabled_core_fields.include?(:estimated_hours)
+    if @issue.estimated_hours.present? || @issue.total_estimated_hours.to_f > 0
+      rows.right l(:field_estimated_hours), issue_estimated_hours_details(@issue), class: 'estimated-hours'
+    end
+  end
+  #if User.current.allowed_to_view_all_time_entries?(@project)
+    if @issue.total_spent_hours > 0
+      rows.right l(:label_spent_time), issue_spent_hours_details(@issue), class: 'spent-time'
+    end
+  #end
+end %>
+<%= render_full_width_custom_fields_rows(@issue) %>
+<%= call_hook(:view_issues_show_details_bottom, issue: @issue) %>
+</div>
+
+<% if @issue.description? || @issue.attachments.any? -%>
+<hr />
+<% if @issue.description? %>
+<div class="description">
+  <div class="contextual">
+  <%= link_to l(:button_quote), quoted_issue_path(@issue), remote: true, method: :post, class: 'icon icon-comment' if @issue.notes_addable? %>
+  </div>
+
+  <p><strong><%=l(:field_description)%></strong></p>
+  <div class="wiki">
+  <%= textilizable @issue, :description, attachments: @issue.attachments %>
+  </div>
+</div>
+<% end %>
+<%= link_to_attachments @issue, thumbnails: true %>
+<% end -%>
+
+<%= call_hook(:view_issues_show_description_bottom, issue: @issue) %>
+
+<% if !@issue.leaf? || User.current.allowed_to?(:manage_subtasks, @project) %>
+<hr />
+<div id="issue_tree">
+<div class="contextual">
+  <%= link_to_new_subtask(@issue) if User.current.allowed_to?(:manage_subtasks, @project) %>
+</div>
+<p><strong><%=l(:label_subtask_plural)%></strong></p>
+<%= render_descendants_tree(@issue) unless @issue.leaf? %>
+</div>
+<% end %>
+
+<% if @relations.present? || User.current.allowed_to?(:manage_issue_relations, @project) %>
+<hr />
+<div id="relations">
+<%= render partial: 'issues/relations' %>
+</div>
+<% end %>
+
+</div>
+
+<% if @changesets.present? %>
+<div id="issue-changesets">
+<h3><%=l(:label_associated_revisions)%></h3>
+<%= render partial: 'issues/changesets', locals: { changesets: @changesets} %>
+</div>
+<% end %>
+
+<% if @journals.present? %>
+<div id="history">
+<h3><%=l(:label_history)%></h3>
+<%= render partial: 'issues/history', locals: { issue: @issue, journals: @journals } %>
+</div>
+<% end %>
+
+
+<% html_title "#{@issue.tracker.name} ##{@issue.id}: #{@issue.subject}" %>

app/views/estimates/_list.html.erb

@@ -0,0 +1,12 @@
+<% unless estimates.empty? %>
+
+  <% estimates.sort.reverse.each do |estimate| %>
+    <div class="row">
+      <%= check_box_tag "estimate_ids[]", estimate.id, false,  onchange: "updateLink()",  data: { url: estimate_path(estimate), text: "Estimate ##{estimate.to_s}" }, class: "estimate-checkbox appointment" %>
+      <b><%= link_to "##{estimate.doc_number}", estimate_path(estimate), target: :_blank %></b> <%= estimate.txn_date %>
+    </div>
+  <% end %>
+
+<% else %>
+  <p><%=t(:label_no_estimates)%>.</p>
+<% end %>

app/views/estimates/_search.html.erb

@@ -0,0 +1,4 @@
+<%= form_tag(estimate_doc_path, method: "get", id: "estimate-search-form") do %>
+    <%= text_field_tag :search, params[:search], placeholder: t(:label_search_estimates), autocomplete: "off" %>
+    <%= submit_tag t(:label_search), formtarget: "_blank" %>
+<% end %>

app/views/estimates/_sidebar.html.erb

@@ -0,0 +1,2 @@
+<h3><%=t(:label_estimates) %></h3>
+<%= render partial: 'estimates/search' %>

app/views/invoices/_list.html.erb

@@ -0,0 +1,27 @@
+<% unless invoices.empty? %>
+
+  <%= form_with(url: invoice_path, method: :get) do |form| %>
+
+    <% if invoices.count > 1 %>
+      <div class="form-check">
+        <%= check_box_tag "select-all-invoices", "1", false, id: "select-all-invoices" %>
+        <%= label_tag "select-all-invoices", t(:label_select_all) %>
+      </div>
+      <hr>
+    <% end %>
+
+    <% invoices.sort.reverse.each do |invoice| %>
+      <div class="row">
+        <%= check_box_tag "invoice_ids[]", invoice.id, false,  onchange: "updateLink()", data: { url: invoice_path(invoice), text: "Invoice ##{invoice.to_s}" }, class: "invoice-checkbox appointment" if invoices.count > 1 %>
+        <b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
+      </div>
+    <% end %>
+
+    <% if invoices.count > 1 %>
+      <%= form.submit t(:button_bulk_pdf) %>
+    <% end %>
+  <% end %>
+
+<% else %>
+  <p><%=t(:label_no_invoices)%>.</p>
+<% end %>

app/views/issues/_form_hook.html.erb

@@ -0,0 +1,9 @@
+<p>
+    <label for="issue_customer"><%= t(:customer) %></label>
+    <%= search_customer %> 
+    <%= customer_id %> 
+</p> 
+
+<p>
+    <%= select_estimate %>
+</p> 

app/views/issues/_history.html.erb

@@ -0,0 +1,35 @@
+<% reply_links = issue.notes_addable? -%>
+<% for journal in journals %>
+  <div id="change-<%= journal.id %>" class="<%= journal.css_classes %>">
+    <div id="note-<%= journal.indice %>">
+    <div class="contextual">
+      <span class="journal-actions"><%= render_journal_actions(issue, journal, reply_links: reply_links) %></span>
+      <a href="#note-<%= journal.indice %>" class="journal-link">#<%= journal.indice %></a>
+    </div>
+    <h4>
+      <%= avatar(journal.user, size: "24") %>
+      <%= authoring journal.created_on, journal.user, label: :label_updated_time_by %>
+      <%= render_private_notes_indicator(journal) %>
+    </h4>
+
+    <% if journal.details.any? %>
+    <ul class="details">
+      <% details_to_strings(journal.visible_details).each do |string| %>
+       <li><%= string %></li>
+      <% end %>
+    </ul>
+    <% if Setting.thumbnails_enabled? && (thumbnail_attachments = journal_thumbnail_attachments(journal)).any? %>
+      <div class="thumbnails">
+        <% thumbnail_attachments.each do |attachment| %>
+          <div><%= thumbnail_tag(attachment) %></div>
+        <% end %>
+      </div>
+    <% end %>
+    <% end %>
+    <%= render_notes(issue, journal, reply_links: reply_links) unless journal.notes.blank? %>
+    </div>
+  </div>
+  <%= call_hook(:view_issues_history_journal_bottom, { journal: journal }) %>
+<% end %>
+
+<% heads_for_wiki_formatter if User.current.allowed_to?(:edit_issue_notes, issue.project) || User.current.allowed_to?(:edit_own_issue_notes, issue.project) %>

app/views/issues/_list_simple.html.erb

@@ -0,0 +1,29 @@
+<% if issues && issues.any? %>
+<%= form_tag({}) do %>
+  <table class="list issues">
+    <thead><tr>
+    <th>#</th>
+    <th><%=l(:field_project)%></th>
+    <th><%=l(:field_tracker)%></th>
+    <th><%=l(:field_subject)%></th>
+    </tr></thead>
+    <tbody>
+    <% for issue in issues %>
+    <tr id="issue-<%= h(issue.id) %>" class="hascontextmenu <%= cycle(:odd, :even) %> <%= issue.css_classes %>">
+      <td class="id">
+        <%= check_box_tag("ids[]", issue.id, false, style: 'display:none;', id: nil) %>
+        <%= link_to(issue.id, issue_path(issue)) %>
+      </td>
+      <td class="project"><%= link_to_project(issue.project) %></td>
+      <td class="tracker"><%= issue.tracker %></td>
+      <td class="subject">
+        <%= link_to(issue.subject.truncate(60), issue_path(issue)) %> (<%= issue.status %>)
+      </td>
+    </tr>
+    <% end %>
+    </tbody>
+  </table>
+<% end %>
+<% else %>
+  <p class="nodata"><%= l(:label_no_data) %></p>
+<% end %>

app/views/issues/_show_details.html.erb

@@ -0,0 +1,22 @@
+<div class="splitcontent"> 
+  <div class="splitcontentleft">
+    <div class="customer_id attribute">
+      <div class="label"><span><%=t(:field_customer)%></span>:</div>
+      <div class="value"><%= customer %></div>
+    </div>
+  
+    <div class="estimate_id attribute">
+      <div class="label"><span><%=t(:field_estimate)%></span>:</div>
+      <div class="value"><%= estimate_link %></div>
+    </div>
+         
+    <div class="invoice_id attribute">
+      <div class="label"><span><%=t(:field_invoice)%></span>:</div>
+      <div class="value"><%= invoice_link %></div>
+    </div>
+   </div>
+      
+  <div class="splitcontentleft">
+    <%= call_hook :show_issue_view_right, {issue: issue} %>
+  </div>
+</div>

app/views/qbo/_footer.html.erb

@@ -0,0 +1,3 @@
+<div id='footer' align='center'>
+     <%= render partial: 'qbo/last_sync' %>
+</div>

app/views/qbo/_last_sync.html.erb

@@ -0,0 +1 @@
+<b><%=t(:label_last_sync)%>: </b> <%= Qbo.last_sync %>

app/views/qbo/_settings.html.erb

@@ -1,58 +1,79 @@
-<!--
+<script type="text/javascript" src="https://appcenter.intuit.com/Content/IA/intuit.ipp.anywhere.js"></script>
-The MIT License (MIT)
+<script>
+  intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_authenticate_path %>'});
+</script>
 
-Copyright (c) 2016 rick barrette
+<div class="box tabular">
+  <p>
+    <label><%= t(:label_client_id) %></label>
+    <%= text_field_tag 'settings[oauth_consumer_key]', settings[:oauth_consumer_key], size: 50 %>
+  </p>
 
-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:
+  <p>
+    <label><%= t(:label_client_secret) %></label>
+    <%= password_field_tag 'settings[oauth_consumer_secret]', settings[:oauth_consumer_secret], size: 50 %>
+  </p>
+  
+  <p>
+    <label><%= t(:label_webhook_token) %></label>
+    <%= text_field_tag 'settings[webhook_token]', settings[:webhook_token], size: 50 %>
+  </p>
 
-The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+  <p>
+    <label><%= t(:label_sandbox) %></label>
+    <%= check_box_tag 'settings[sandbox]', 1, settings[:sandbox] %>
+  </p>
 
-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.
+  <hr />
--->
 
-<table >
+  <p>
-  <tbody>
+    <label><%= t(:label_oauth_expires) %></label>
-    <tr>
+    <span class="icon <%= Qbo.oauth2_access_token_expires_at&.future? ? 'icon-ok' : 'icon-warning' %>">
-      <th>OAuth Consumer Key</th>
+      <%= Qbo.oauth2_access_token_expires_at || 'N/A' %>
-      <td>
+    </span>
-        <input type="text" style="width:350px" id="settingsOAuthConsumerKey" 
+  </p>
-                           value="<%= settings['settingsOAuthConsumerKey'] %>" 
-                           name="settings[settingsOAuthConsumerKey]" >
-      </td>
-    </tr>
 
-    <tr>
+  <p>
-      <th>OAuth Consumer Secret</th>
+    <label><%= t(:label_customer_count) %></label>
-      <td>
+    <%= Customer.count %> 
-        <input type="text" style="width:350px" id="settingsOAuthConsumerSecret"
+    <em style="color: #777; font-size: 0.9em; margin-left: 8px;">(@ <%= Customer.last_sync %>)</em>
-                           value="<%= settings['settingsOAuthConsumerSecret'] %>"
+  </p>
-                           name="settings[settingsOAuthConsumerSecret]" >
-      </td>
-    </tr>
 
-  </tbody>
+  <p>
-</table>
+    <label><%= t(:label_employee_count) %></label>
+    <%= Employee.count %> 
+    <em style="color: #777; font-size: 0.9em; margin-left: 8px;">(@ <%= Employee.last_sync %>)</em>
+  </p>
 
-<br/>
+  <p>
+    <label><%= t(:label_invoice_count) %></label>
+    <%= Invoice.count %> 
+    <em style="color: #777; font-size: 0.9em; margin-left: 8px;">(@ <%= Item.last_sync %>)</em>
+  </p>
 
-<table>
+  <p>
-  <tbody>
+    <label><%= t(:label_estimate_count) %></label>
+    <%= Estimate.count %> 
+    <em style="color: #777; font-size: 0.9em; margin-left: 8px;">(@ <%= Account.last_sync %>)</em>
+  </p>
 
-     <tr>
+  <p>
-       <th>Token Expires At</th>
+    <label><%= t(:label_last_sync) %> (QBO)</label>
-       <td><%= if Qbo.exists? then Qbo.first.token_expires_at end %>
+    <%= Qbo.exists? ? Qbo.last_sync : 'Never synced' %>
-     </tr>
+  </p>
+</div>
 
-     <tr>
+<fieldset class="box">
-       <th>Reconnect Token At</th>
+  <legend>Management & Synchronization</legend>
-       <td><%= if Qbo.exists? then Qbo.first.reconnect_token_at end  %>
+  
-     </tr>
+  <div style="margin-bottom: 20px;">
+    <ipp:connectToIntuit></ipp:connectToIntuit>
+  </div>
 
-  </tbody>
+  <div style="margin-bottom: 15px;">
-</table>
+    <%= link_to t(:label_sync_now_customers), sync_customers_path, class: 'button icon icon-reload' %>
-
+    <%= link_to t(:label_sync_now_employees), employees_sync_path, class: 'button icon icon-reload' %>
-<br/>
+    <%= link_to t(:label_sync_now_invoices), invoices_sync_path, class: 'button icon icon-reload' %>
-Note: You need to authenticate after saving your key and secret above
+    <%= link_to t(:label_sync_now_estimate), estimates_sync_path, class: 'button icon icon-reload' %>
-<br/>
+  </div>
- 
+</fieldset>
-<%= link_to "Authenticate", qbo_authenticate_path, :method => :get  %>

app/views/qbo/_sidebar.html.erb

@@ -0,0 +1,6 @@
+<% if User.current.logged? %>
+
+    <%= render partial: 'customers/sidebar' %>
+    <%= render partial: 'estimates/sidebar' %>
+
+<% end %>

app/views/qbo/_stats.html.erb

@@ -0,0 +1 @@
+<%= Customer.count %> <%=t(:field_customers)%> - <%= render partial: 'qbo/last_sync' %>

app/views/qbo/authenticate.html.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+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:
 
@@ -30,4 +30,3 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
         intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= authenticate_vendors_url %>'});
     </script>
   </body>
-

app/views/qbo/index.html.erb

@@ -1,42 +0,0 @@
-<!--
-The MIT License (MIT)
-
-Copyright (c) 2016 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.
--->
-
-<body>
-    <h1> Redmine Quickbooks</h1>
-    <p>Customer Count: <%= @qbo_customer_count %></p>
-    <p>Item Count:         <%= @qbo_item_count %></p>
-    <p>Employee Count: <%= @qbo_employee_count %></P>
-    
-    <%= form_for @qbo do |f|%>   
-      <div>
-        <%= f.label "Customers" %>
-        <br/>
-        <%= f.select :qbo_customer_id, QboCustomers.all.pluck(:name, :id), :selected => @selected_customer, include_blank: true %>
-      </div>
-      
-      <div>
-        <%= f.label "Items" %>
-        <br/>
-        <%= f.select :qbo_item_id, QboItem.all.pluck(:name, :id), :selected => @selected_item, include_blank: true %>
-      </div>
-      
-      <div>
-        <%= f.label "Employees" %>
-        <br/>
-        <%= f.select :qbo_employee_id, QboEmployee.all.pluck(:name, :id), :selected => @selected_employee, include_blank: true %>
-      </div>
-    <% end %>
-    
-    <br/>
-    <br/>
-    <%= link_to "Sync", qbo_sync_path %>
-</body>

app/views/qbo/oauth_callback.html.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+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:
 

app/views/qbo/webhook.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+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:
 
@@ -10,8 +10,4 @@ The above copyright notice and this permission notice shall be included in all c
 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.
 -->
 
-<body>
+<h2>QboController#webhook</h2>
-
-    <h2>QboController#sync</h2>
-
-</body>

assets/javascripts/application.js

@@ -0,0 +1,20 @@
+function updateLink() {
+  console.log("updateLink called");
+  const linkElement = document.getElementById("appointment_link");
+  const regex = /((?:<br\/>|%3Cbr\/?%3E))([\s\S]*?)(&dates)/gi;
+  linkElement.href = linkElement.href.replace(regex, `$1${getSelectedDocs()}$3`);
+}
+
+function getSelectedDocs() {
+  const appointent_extras = document.querySelectorAll('.appointment');
+
+  let output = '';
+  for (const item of appointent_extras) {
+    if (item.checked) {
+      console.log(`Checked item: ${item.dataset.text} with URL: ${item.dataset.url}`);
+      output += `%0A`+ encodeURIComponent(`<a href="${window.location.origin}${item.dataset.url}">${item.dataset.text}</a>`) +`%0A`;
+    }
+  }
+  
+  return output;
+}

assets/javascripts/autocomplete.js

@@ -0,0 +1,102 @@
+(function () {
+
+  // Helper: escape HTML for safety
+  function escapeHtml(str) {
+    return $("<div>").text(str).html();
+  }
+
+  // Helper: highlight all occurrences of term (case-insensitive)
+  function highlightTerm(text, term) {
+    if (!term) return text;
+    const escapedTerm = term.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
+    const regex = new RegExp("(" + escapedTerm + ")", "ig");
+    return text.replace(regex, "<strong>$1</strong>");
+  }
+
+  window.initCustomerAutocomplete = function(context) {
+    let scope = context || document;
+
+    $(scope).find(".customer-name").each(function() {
+      if ($(this).data("autocomplete-initialized")) return;
+      $(this).data("autocomplete-initialized", true);
+
+      let $input = $(this);
+
+      let ac = $input.autocomplete({
+        appendTo: "body",   // crucial for Redmine positioning
+        minLength: 2,
+
+        source: function(request, response) {
+          $.getJSON("/customers/autocomplete", { q: request.term })
+            .done(function(data) {
+              response(data.map(function(item) {
+                // combine secondary info
+                let secondary = [];
+                if (item.phone_number) secondary.push(item.phone_number);
+                if (item.mobile_phone_number) secondary.push(item.mobile_phone_number);
+
+                let meta = secondary.length ? " (" + secondary.join(" • ") + ")" : "";
+
+                // escape HTML to avoid XSS
+                let safeText = escapeHtml(item.name + meta);
+
+                return {
+                  label: item.name + meta,      // plain fallback
+                  value: item.name,             // goes into input
+                  id: item.id,
+                  html: highlightTerm(safeText, request.term)
+                };
+              }));
+            })
+            .fail(function() {
+              response([]);
+            });
+        },
+
+        select: function(event, ui) {
+          $input.val(ui.item.value);  // visible text
+          $("#customer_id").val(ui.item.id); // hidden ID
+
+          // trigger Redmine form update safely
+          setTimeout(function() {
+            $("#customer_id").trigger("change");
+          }, 0);
+
+          return false;
+        },
+
+        change: function(event, ui) {
+          // clear hidden field if no valid selection
+          if (!ui.item && !$input.val()) {
+            $("#customer_id").val("");
+          }
+        }
+      });
+
+      // Render item HTML for highlight
+      ac.autocomplete("instance")._renderItem = function(ul, item) {
+        return $("<li>")
+          .append($("<div>").html(item.html))
+          .appendTo(ul);
+      };
+    });
+  };
+
+  // Re-init after Redmine AJAX form updates
+  $(document).on("ajaxComplete", function() {
+    if (window.initCustomerAutocomplete) {
+      window.initCustomerAutocomplete(document);
+    }
+  });
+
+  // Init on page load
+  $(document).ready(function() {
+    window.initCustomerAutocomplete(document);
+  });
+
+  // Also init on Turbo/Redmine load events
+  document.addEventListener("turbo:load", function() {
+    window.initCustomerAutocomplete(document);
+  });
+
+})();

assets/javascripts/checkbox_controller.js

@@ -0,0 +1,17 @@
+document.addEventListener('DOMContentLoaded', () => {
+  const select_all_invoice = document.getElementById('select-all-invoices');
+  const invoices = document.querySelectorAll('.invoice-checkbox');
+
+  if (select_all_invoice) {
+    select_all_invoice.addEventListener('change', (e) => {
+      invoices.forEach(item => item.checked = e.target.checked);
+    });
+  }
+
+  invoices.forEach(item => {
+    item.addEventListener('change', () => {
+      const allChecked = Array.from(invoices).every(i => i.checked);
+      select_all_invoice.checked = allChecked;
+    });
+  });
+});

assets/stylesheets/autocomplete.css

@@ -0,0 +1,5 @@
+/* Keep Redmine default look, just enhance metadata */
+.ui-autocomplete .autocomplete-meta {
+  color: #888;
+  font-size: 0.9em;
+}

config/locales/en.yml

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -9,8 +9,105 @@
 #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.
 
 # English strings go here for Rails i18n
+# Usage I18n.t(:label)
 en:
-  # my_label: "My label"
+  button_bulk_pdf: "Bulk PDF"
-  field_qbo_customer: "Customer"
+  customer_details: "Customer Details"
-  field_qbo_item: "Item"
+  field_billed: "Billed"
-  field_qbo_employee: "Employee"
+  field_customer: "Customer"
+  field_customers: "Customers"
+  field_employee: "Employee"
+  field_estimate: "Estimate"
+  field_invoice: "Invoice"
+  field_notes: "Notes"
+  label_account_balance: "Account Balance"
+  label_actions: "Actions"
+  label_amount: "Amount"
+  label_appointment: "Add Appointment"
+  label_balance_with_jobs: "Balance With Jobs"
+  label_bill_time: "Bill Time"
+  label_billing_address: "Billing Address"
+  label_billing_enqueued: "Billing has been enqueued for issue"
+  label_billed_success: "Successfully billed "
+  label_client_id: "Intuit QBO OAuth2 Client ID"
+  label_client_secret: "Intuit QBO OAuth2 Client Secret"
+  label_closed_issues: "Closed Issues"
+  label_connected: "Successfully connected to QuickBooks"
+  label_create_estimate: "Create Estimate"
+  label_customer_count: "Customer Count"
+  label_customer_link_expires: "This customer link expires in"
+  label_customers: "Customers"
+  label_delete: "Delete"
+  label_deposit_into: "Deposit to Account"
+  label_details: "Details"
+  label_display_name: "Display Name"
+  label_door: "Door"
+  label_edit: "Edit"
+  label_edit_customer: "Edit Customer"
+  label_email: "Email"
+  label_employee_count: "Employee Count"
+  label_error: "Error"
+  label_estimate_404: "Estimate not found"
+  label_estimate_count: "Estimate Count"
+  label_estimates: "Estimates"
+  label_hours: "Hours"
+  label_invoice_404: "Invoice not found"
+  label_invoice_count: "Invoice Count"
+  label_invoices: "Invoices"
+  label_last_sync: "Last Sync"
+  label_load_customer: "Load Customer"
+  label_make: "Make"
+  label_matching: "Matching"
+  label_mobile_phone: "Mobile Phone"
+  label_model: "Model"
+  label_name: "Name"
+  label_new_customer: "New Customer"
+  label_qbo_never_synced: "Never Synced"
+  label_no_customers: "There are no customers matching the search term(s)."
+  label_no_estimates: "No Estimates"
+  label_no_invoices: "No Invoices"
+  label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
+  label_oauth_expires: "OAuth2 Access Token Expires At"
+  label_oauth_note: "Note: You need to authenticate with QuickBooks after saving your key and secret above."
+  label_open_issues: "Open Issues"
+  label_primary_phone: "Primary Phone"
+  label_qbo_sync_success: "Successfully synced to QuickBooks"
+  label_redmine_qbo: "Redmine QuickBooks"
+  label_sandbox: "Sandbox"
+  label_search: "Search"
+  label_search_customers: "Search Customers"
+  label_search_estimates: "Search Estimates"
+  label_select_all: "Select All"
+  label_share: "Share"
+  label_shipping_address: "Shipping Address"
+  label_sync: "Sync"
+  label_sync_now: "Sync Now"
+  label_sync_now_customers: "Sync Customers"
+  label_sync_now_employees: "Sync Employees"
+  label_sync_now_invoices: "Sync Invoices"
+  label_sync_now_estimate: "Sync Estimates"
+  label_syncing: "Syncing QuickBooks"
+  label_trim: "Trim"
+  label_webhook_token: "Intuit QBO Webhook Token"
+  label_week: "Week"
+  label_year: "Year"
+  notice_billing_error_no_customer: "Cannot bill without an assigned customer."
+  notice_billing_error_no_employee: "Cannot bill without an assigned employee."
+  notice_billing_error_no_qbo: "Cannot bill without a QuickBooks connection. Please connect to QuickBooks and try again."
+  notice_customer_created: "Customer created in QuickBooks"
+  notice_customer_deleted: "Customer deleted in QuickBooks"
+  notice_customer_not_deleted: "Customer could not be deleted in QuickBooks"
+  notice_customer_not_found: "Customer not found in QuickBooks"
+  notice_customer_updated: "Customer updated in QuickBooks"
+  notice_error_issue_not_found: "The issue could not be found. Please check the issue and try again."
+  notice_error_project_nil: "The issue's project is nil. Set project to:"
+  notice_error_tracker_nil: "The issue's tracker is nil. Set tracker to:"
+  notice_estimate_created: "Estimate created in QuickBooks"
+  notice_estimate_not_found: "Estimate not found, we are syncing with QuickBooks to find it. Please check back shortly."
+  notice_estimate_updated: "Estimate updated in QuickBooks"
+  notice_forbidden: "You do not have permission to access this resource."
+  notice_invoice_created: "Invoice created in QuickBooks"
+  notice_invoice_not_found: "Invoice not found"
+  notice_invoice_updated: "Invoice updated in QuickBooks"
+  notice_issue_not_found: "Issue not found"
+  warn_ru_sure: "Are you sure?"

config/routes.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,11 +8,38 @@
 #
 #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.
 
-# Plugin's routes
+#authentication
-# See: http://guides.rubyonrails.org/routing.html
+get 'qbo/authenticate', to: 'qbo#authenticate'
-#
+get 'qbo/oauth_callback', to: 'qbo#oauth_callback'
-get 'qbo', :to=> 'qbo#index'
-get 'qbo/authenticate', :to => 'qbo#authenticate'
-get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
-get 'qbo/sync', :to => 'qbo#sync'
 
+#manual sync
+get 'qbo/sync', to: 'qbo#sync'
+get 'invoices/sync', to: 'invoices#sync'
+get 'estimates/sync', to: 'estimates#sync'
+get 'employees/sync', to: 'employees#sync'
+
+#webhook
+post 'qbo/webhook', to: 'qbo#webhook'
+
+# Estimate & Invoice PDF
+get 'estimates/:id', to: 'estimates#show', as: :estimate
+get 'estimates/doc/', to: 'estimates#doc', as: :estimate_doc
+get 'invoices/:id', to: 'invoices#show', as: :invoice
+
+#manual billing
+get 'bill/:id', to: 'qbo#bill', as: :bill
+
+#customer issue view
+get 'customers/view/:token', to: 'customers#view', as: :view
+get 'customers/share/:id', to: 'customers#share', as: :share
+
+#java script routes
+get 'filter_estimates_by_customer' => 'customers#filter_estimates_by_customer'
+get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer'
+
+resources :customers do
+  collection do
+    get :autocomplete
+    get :sync
+  end
+end

db/migrate/001_create_qbos.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,7 +8,7 @@
 #
 #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 CreateQbos < ActiveRecord::Migration
+class CreateQbos < ActiveRecord::Migration[5.1]
   
   def change
     create_table :qbos do |t|

db/migrate/002_create_qbo_customers.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,10 +8,10 @@
 #
 #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 CreateQboCustomers < ActiveRecord::Migration
+class CreateQboCustomers < ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_customers, id: false do |t|
-      t.integer :id, :options => 'PRIMARY KEY'
+      t.integer :id, options: 'PRIMARY KEY'
       t.string :name
     end
   end

db/migrate/003_update_issues.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,7 +8,7 @@
 #
 #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 UpdateIssues < ActiveRecord::Migration
+class UpdateIssues < ActiveRecord::Migration[5.1]
   def change
     add_reference :issues, :qbo_customer, index: true
     add_reference :issues, :qbo_item, index: true

db/migrate/004_create_qbo_items.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,10 +8,10 @@
 #
 #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 CreateQboItems < ActiveRecord::Migration
+class CreateQboItems < ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_items, id: false do |t|
-      t.integer :id, :options => 'PRIMARY KEY'
+      t.integer :id, options: 'PRIMARY KEY'
       t.string :name
     end
   end

db/migrate/005_create_qbo_employees.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,10 +8,10 @@
 #
 #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 CreateQboEmployees < ActiveRecord::Migration
+class CreateQboEmployees < ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_employees, id: false do |t|
-      t.integer :id, :options => 'PRIMARY KEY'
+      t.integer :id, options: 'PRIMARY KEY'
       t.string :name
     end
   end

db/migrate/006_update_users.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,7 +8,7 @@
 #
 #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 UpdateUsers < ActiveRecord::Migration
+class UpdateUsers < ActiveRecord::Migration[5.1]
   def change
     add_reference :users, :qbo_employee, index: true
   end

db/migrate/007_update_time_entries.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,8 +8,8 @@
 #
 #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 UpdateTimeEntries < ActiveRecord::Migration
+class UpdateTimeEntries < ActiveRecord::Migration[5.1]
   def change
-    add_column :time_entries, :qbo_billed, :boolean, :default => false
+    add_column :time_entries, :qbo_billed, :boolean, default: false
   end
 end

db/migrate/008_create_qbo_estimates.rb

@@ -0,0 +1,18 @@
+#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 CreateQboEstimates < ActiveRecord::Migration[5.1]
+  def change
+    create_table :qbo_estimates, id: false do |t|
+      t.integer :id, options: 'PRIMARY KEY'
+      t.string :doc_number
+    end
+  end
+end

db/migrate/009_update_qbos.rb

@@ -0,0 +1,17 @@
+#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 UpdateQbos < ActiveRecord::Migration[5.1]
+  def change
+    rename_column :qbos, :token, :qb_token
+    rename_column :qbos, :secret, :qb_secret
+    rename_column :qbos, :realmId, :company_id
+  end
+end

db/migrate/010_update_issues_with_estimates.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,12 +8,8 @@
 #
 #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.
 
-require File.expand_path('../../test_helper', __FILE__)
+class UpdateIssuesWithEstimates < ActiveRecord::Migration[5.1]
-
+  def change
-class QboCustomersTest < ActiveSupport::TestCase
+    add_reference :issues, :qbo_estimate, index: true
-
-  # Replace this with your real tests.
-  def test_truth
-    assert true
   end
 end

db/migrate/011_create_qbo_invoices.rb

@@ -0,0 +1,18 @@
+#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 CreateQboInvoices < ActiveRecord::Migration[5.1]
+  def change
+    create_table :qbo_invoices, id: false do |t|
+      t.integer :id, options: 'PRIMARY KEY'
+      t.string :doc_number
+    end
+  end
+end

db/migrate/012_update_issues_with_invoices.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,11 +8,8 @@
 #
 #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.
 
-require File.expand_path('../../test_helper', __FILE__)
+class UpdateIssuesWithInvoices< ActiveRecord::Migration[5.1]
-
+  def change
-class QboControllerTest < ActionController::TestCase
+    add_reference :issues, :qbo_invoice, index: true
-  # Replace this with your real tests.
-  def test_truth
-    assert true
   end
 end

db/migrate/013_create_qbo_purchases.rb

@@ -0,0 +1,21 @@
+#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 CreateQboPurchases< ActiveRecord::Migration[5.1]
+  def change
+    create_table :qbo_purchases, id: false do |t| 
+      t.integer :id, options: 'PRIMARY KEY' 
+      t.integer :line_id
+      t.string :description
+      t.integer :customer_id
+      t.integer :issue_id
+      end
+  end
+end

db/migrate/014_update_customers.rb

@@ -0,0 +1,15 @@
+#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 UpdateCustomers < ActiveRecord::Migration[5.1]
+  def change
+    add_reference :qbo_customers, :qbo_purchase, index: true
+  end
+end

db/migrate/015_update_qbo_purchases.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,12 +8,8 @@
 #
 #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.
 
-require File.expand_path('../../test_helper', __FILE__)
+class UpdateQboPurchases < ActiveRecord::Migration[5.1]
-
+  def change
-class QboTest < ActiveSupport::TestCase
+    rename_column :qbo_purchases, :customer_id, :qbo_customer_id
-
-  # Replace this with your real tests.
-  def test_truth
-    assert true
   end
 end

db/migrate/019_qbocustomers_to_customers.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,11 +8,9 @@
 #
 #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.
 
-module QboHelper
+class QbocustomersToCustomers< ActiveRecord::Migration[5.1]
-
+  def change
-  def qbo_customer_dropdown
+    rename_table :qbo_customers, :customers
-    select = context[:form].select :qbo_customer_id, QboCustomers.all.pluck(:name, :id), :selected => selected, include_blank: true
+    rename_column :issues, :qbo_customer_id, :customer_id
-    return "<p>#{select}</p>"
   end 
-
 end

db/migrate/020_update_qbos_time_stamp.rb

@@ -0,0 +1,15 @@
+#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 UpdateQbosTimeStamp < ActiveRecord::Migration[5.1]
+  def change
+    add_column :qbos, :last_sync, :datetime 
+  end
+end

db/migrate/021_add_issues_qbo_invoices.rb

@@ -0,0 +1,27 @@
+#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 AddIssuesQboInvoices < ActiveRecord::Migration[5.1]
+  def self.up
+    create_table :issues_qbo_invoices, id: false do |t|
+      t.references :issue
+      t.references :qbo_invoice
+    end
+    
+    add_index :issues_qbo_invoices, [:issue_id, :qbo_invoice_id], unique: true
+    
+    # Now populate it with a SQL one-liner!
+    execute "insert into issues_qbo_invoices(issue_id, qbo_invoice_id) select id, qbo_invoice_id from issues"
+  end
+
+  def self.down
+    drop_table :issues_qbo_invoices
+  end
+end

db/migrate/022_update_issues_remove_invoice.rb

@@ -0,0 +1,15 @@
+#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 UpdateIssuesRemoveInvoice < ActiveRecord::Migration[5.1]
+  def change
+    remove_reference :issues, :qbo_invoice
+  end
+end

db/migrate/023_create_customer_tokens.rb

@@ -0,0 +1,19 @@
+#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 CreateCustomerTokens < ActiveRecord::Migration[5.1]
+  def change
+    create_table :customer_tokens do |t|
+      t.string :token
+      t.timestamp :expires_at
+      t.references :issue
+    end
+  end
+end