seems to work without overiding the main issues _form

This is an effort to figure out why I get 422 Unprocessable Entity errors sometimes when creating new issues.

.gitignore

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

Gemfile

@@ -1,8 +1,14 @@
 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 'rails-jquery-autocomplete'
+gem 'jquery-ui-rails'
+gem 'rexml'
+gem 'combine_pdf'
+
+group :assets do
+  gem 'coffee-rails'
+end

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 +1,110 @@
-#redmine_qbo
+# Redmine QuickBooks Online
 
-##About
+A plugin for Redmine to connect to QuickBooks Online.
 
-This is a simple plugin for Redmine to connect to Quickbooks Online
+The goal of this project is to allow Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed.
 
-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.
+## Disclaimer
 
-####How it works
+**Note:** Although the core functionality is complete, this project is still under development and the master branch may be unstable. Tags should be stable and are recommended.
-* 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
+## Compatibility
 
-##Prerequisites
+| 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 |
 
-Sign up to become a developer for Intuit https://developer.intuit.com/
+## Features
 
-##The Install
+* **Customer Assignment:** Issues can be assigned to a Customer via a dropdown in the edit Issue form.
+    * Once a customer is attached to an Issue, you can attach an Estimate to the issue via a dropdown menu.
+* **Employee Mapping:** An Employee is assigned to a Redmine User via a dropdown in the User Administration page.
+* **Automatic Billing:** If an Issue has been assigned a Customer, the following happens when the Issue is closed:
+    * A new Time Activity will be billed against the Customer assigned to the issue for each Redmine Time Entry.
+    * Time Entries will be totalled up by Activity name. This allows billing for different activities without having to create separate Issues.
+    * The Time Activity names are used to dynamically lookup Items in QuickBooks.
+    * If there are no Items that match the Activity name, it will be skipped and will not be billed to the Customer.
+    * Labor Rates are set by the corresponding Item in QuickBooks.
+* **Customer Management:** Customers can be created via the New Customer Page.
+    * Customers can be searched by name or phone number.
+    * Basic information for the Customer can be viewed/edited via the Customer page.
+* **Webhook Support:**
+    * **Invoices:** Automatically attached to an Issue if a line item contains a hashtag number (e.g., `#123`).
+    * **Custom Fields:** Invoice Custom Fields are matched to Issue Custom Fields and are automatically updated in QuickBooks. (Useful for extracting Mileage In/Out from the Issue to update the Invoice).
+    * **Sync:** Customers are automatically updated in the local database.
+* **Plugin View Hooks** Allows intergration of other features supported by companion plugins, for example [redmine_qbo_vehicles](https://github.com/rickbarrette/redmine_qbo_vehicles) adds customer vehicle interation
 
-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. 
+## Prerequisites
 
-After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
+* Sign up to become a developer for Intuit: https://developer.intuit.com/
+* Create your own application to obtain your API keys.
+* Set up the webhook service to `https://redmine.yourdomain.com/qbo/webhook`
 
-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)
+## Installation
 
-##License
+1. **Clone the plugin:**
+   Clone this repo into your plugin folder and checkout a tagged version.
+   ```bash
+   cd path/to/redmine/plugins
+   git clone git@github.com:rickbarrette/redmine_qbo.git
+   cd redmine_qbo
+   git checkout <tag>
+   ```
 
-The MIT License (MIT)
+2.  **Install dependencies:** *Crucial for Redmine 6 / Rails 7 compatibility.*
+    
+    Bash
+    
+    ```
+    bundle install
+    ```
+    
+3.  **Migrate your database:**
+    
+    Bash
+    
+    ```
+    bundle exec rake redmine:plugins:migrate RAILS_ENV=production
+    ```
+    
+4.  **Restart Redmine:** You must restart your Redmine server instance for the plugin and hooks to load.
+    
+5.  **Configuration:**
+    
+    *   Navigate to the plugin configuration page (`Administration > Plugins > Configure`).
+        
+    *   Supply your own OAuth Key & Secret.
+        
+    *   After saving the Key & Secret, click the **Authenticate** link on the configuration page to connect to QBO.
+        
+6.  **User Mapping:**
+    
+    *   Assign an Employee to each of your users via the **User Administration Page**.
+        
 
-Copyright (c) 2016 rick barrette
+## Usage
 
-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:
+To enable automatic Time Activity entries for an Issue, you simply need to assign a Customer to an Issue via the dropdowns in the issue creation/update form.
 
-The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+**Note:** After the initial synchronization, this plugin will receive push notifications via Intuit's webhook service.   
 
-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.
+## Companion Plugin Hooks
+* :pdf_left, { issue: issue }
+* :pdf_right, { issue: issue }
+* :process_invoice_custom_fields, { issue: issue, invoice: invoice } 
+* :show_customer_view_right, {customer: @customer}
+
+## 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 +1,230 @@
+#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]
+
+  default_search_scope :names
+
+  autocomplete :customer, :name, full: true, extra_data: [:id]
+
+  def allowed_params
+    params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
+  end
+
+  # getter method for a customer's invoices
+  # used for customer autocomplete field / issue form
+  def filter_invoices_by_customer
+    @filtered_invoices = Invoice.all.where(customer_id: params[:selected_customer])
+  end
+
+  # getter method for a customer's estimates
+  # used for customer autocomplete field / issue form
+  def filter_estimates_by_customer
+    @filtered_estimates = Estimate.all.where(customer_id: params[:selected_customer])
+  end
+
+  # display a list of all customers
+  def index
+    if params[:search]
+      @customers = Customer.search(params[:search]).paginate(page: params[:page])
+      if only_one_non_zero?(@customers)
+        redirect_to @customers.first
+      end
+    end
+  end
+
+  # initialize a new customer
+  def new
+    @customer = Customer.new
+  end
+
+  # create a new customer
+  def create
+    @customer = Customer.new(allowed_params)
+    if @customer.save
+      flash[:notice] = t :notice_customer_created
+      redirect_to @customer
+    else
+      flash[:error] = @customer.errors.full_messages.to_sentence
+      redirect_to new_customer_path
+    end
+  end
+
+  # display a specific customer
+  def show
+    begin
+      @customer = Customer.find_by_id(params[:id])
+      @issues = @customer.issues.order(id: :desc)
+      @billing_address = address_to_s(@customer.billing_address)
+      @shipping_address = address_to_s(@customer.shipping_address)
+      @closed_issues = (@issues - @issues.open)
+      @hours = 0
+      @closed_hours = 0
+      @issues.open.each { |i| @hours+= i.total_spent_hours }
+      @closed_issues.each { |i| @closed_hours+= i.total_spent_hours }
+    rescue 
+      flash[:error] = t :notice_customer_not_found
+      render_404
+    end
+  end
+
+  # return an HTML form for editing a customer
+  def edit
+    begin
+      @customer = Customer.find_by_id(params[:id])
+    rescue 
+      flash[:error] = t :notice_customer_not_found
+      render_404
+    end
+  end
+
+  # update a specific customer
+  def update
+    begin
+      @customer = Customer.find_by_id(params[:id])
+      if @customer.update(allowed_params)
+        flash[:notice] = t :notice_customer_updated
+        redirect_to @customer
+      else
+        redirect_to edit_customer_path
+        flash[:error] = @customer.errors.full_messages.to_sentence if @customer.errors
+      end
+    rescue 
+      flash[:error] = t :notice_customer_not_found
+      render_404
+    end
+  end
+
+  # delete a customer
+  def destroy
+    begin
+      Customer.find_by_id(params[:id]).destroy
+      flash[:notice] = t :notice_customer_deleted
+      redirect_to action: :index
+    rescue 
+      flash[:error] = t :notice_customer_not_deleted
+      render_404
+    end
+  end
+
+  # creates new customer view tokens, removes expired tokens & redirects to newly created customer view with new token.
+  def share
+
+    Thread.new do
+      logger.info "Removing expired customer tokens"
+      CustomerToken.remove_expired_tokens
+      ActiveRecord::Base.connection.close
+    end
+
+    begin
+      issue = Issue.find_by_id(params[:id])
+      redirect_to view_path issue.share_token.token
+    rescue
+      flash[:error] = t :notice_issue_not_found
+      render_404
+    end
+  end
+  
+  # displays an issue for a customer with a provided security CustomerToken
+  def view
+
+    User.current = User.find_by lastname: 'Anonymous'
+
+    @token = CustomerToken.find_by token: params[:token]
+    begin
+      @token.destroy if @token.expired?
+      raise "Token Expired" if @token.destroyed
+      
+      session[:token] = @token.token
+      @issue = Issue.find @token.issue_id
+      @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) && 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
+    rescue
+      flash[:error] = t :notice_forbidden
+      render_403
+    end
+  end
+
+  private
+
+  # redmine permission - add customers
+  def add_customer
+    global_check_permission(:add_customers)
+  end
+
+  # redmine permission - view customers
+  def view_customer
+    global_check_permission(:view_customers)
+  end
+
+  # checks to see if there is only one item  in an array
+  # @return true if array only has one item
+  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
+
+  # format a quickbooks address to a human readable string
+  def address_to_s (address)
+    return if address.nil?
+    string = address.line1 if address.line1
+    string << "\n" + address.line2 if address.line2
+    string << "\n" + address.line3 if address.line3
+    string << "\n" + address.line4 if address.line4
+    string << "\n" + address.line5 if address.line5
+    string << " " + address.city if address.city
+    string << ", " + address.country_sub_division_code if address.country_sub_division_code
+    string << " " + address.postal_code if address.postal_code
+    return string
+  end
+
+end

app/controllers/estimate_controller.rb

@@ -0,0 +1,58 @@
+#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 EstimateController < ApplicationController
+  
+  include AuthHelper
+  
+  before_action :require_user, unless: proc {|c| session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: proc {|c| session[:token].nil? }
+
+  def get_estimate
+    # Force sync for estimate by doc number if not found
+    if  Estimate.find_by_doc_number(params[:search]).nil?
+      begin
+        Estimate.sync_by_doc_number(params[:search]) if params[:search]
+      rescue
+        logger.info "Estimate.find_by_doc_number failed"
+      end
+    end
+
+    estimate = Estimate.find_by_id(params[:id]) if params[:id]
+    estimate = Estimate.find_by_doc_number(params[:search]) if params[:search]
+    return estimate
+  end
+  
+  #
+  # Downloads and forwards the estimate pdf
+  #
+  def show
+    estimate = get_estimate
+
+    begin
+      send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", disposition: :inline, type: "application/pdf"
+    rescue
+      redirect_to :back, flash: { error: I18n.t(:notice_estimate_not_found) }
+    end
+  end
+
+  #
+  # Downloads estimate by document number
+  #
+  def doc
+    estimate = get_estimate
+    
+    begin
+      send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", disposition: :inline, type: "application/pdf"
+    rescue
+      redirect_to :back, flash: { error: I18n.t(:notice_estimate_not_found) }
+    end
+  end
+
+end

app/controllers/invoice_controller.rb

@@ -0,0 +1,54 @@
+#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 InvoiceController < ApplicationController
+  
+  include AuthHelper
+  require 'combine_pdf'
+
+  before_action :require_user, unless: proc {|c| session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: proc {|c| session[:token].nil? }
+  
+  #
+  # Downloads and forwards the invoice pdf
+  #
+  def show
+    logger.info("Processing request for URL: #{request.original_url}") 
+    begin
+      qbo = Qbo.first
+        qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+        
+        # If multiple id's then pull each pdf & combine them
+        if params[:invoice_ids]
+          logger.info("Grabbing pdfs for " + params[:invoice_ids].join(', '))
+          ref = ""
+          params[:invoice_ids].each do |i|
+            logger.info("processing " + i)
+            invoice = service.fetch_by_id(i)
+            ref += " #{invoice.doc_number}"
+            @pdf << CombinePDF.parse(service.pdf(invoice)) unless @pdf.nil?
+            if @pdf.nil?
+              @pdf = CombinePDF.parse(service.pdf(invoice))
+            end
+          end
+          @pdf = @pdf.to_pdf
+        else
+          invoice = service.fetch_by_id(params[:id])
+          @pdf = service.pdf(invoice)
+          ref = invoice.doc_number
+        end
+
+        send_data @pdf, filename: "invoice #{ref}.pdf", disposition: :inline, type: "application/pdf"
+      end
+    rescue
+      redirect_to :back, flash: { error: I18n.t(:notice_invoice_not_found) }
+    end
+  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 +9,149 @@
 #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
+  
+  require 'openssl'
+  
+  include AuthHelper
+  
+  before_action :require_user, except: :webhook
+  skip_before_action :verify_authenticity_token, :check_if_login_required, only: [:webhook]
 
-  #
+  def allowed_params
-  # Called when the QBO Top Menu us shown
+    params.permit(:code, :state, :realmId, :id)
-  #
-  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
 
   #
   # Called when the user requests that Redmine to connect to QBO
   #
   def authenticate
-    callback = request.base_url + qbo_oauth_callback_path
+    redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
-    token = Qbo.get_oauth_consumer.get_request_token(:oauth_callback => callback)
+    logger.info "redirect_uri: #{redirect_uri}"
-    session[:qb_request_token] = token
+    oauth2_client = Qbo.construct_oauth2_client
-    redirect_to("https://appcenter.intuit.com/Connect/Begin?oauth_token=#{token.token}") and return
+    grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: redirect_uri, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
+    redirect_to grant_url
   end
-
+  
   #
   # Called by QBO after authentication has been processed
   #
   def oauth_callback
-    at = session[:qb_request_token].get_access_token(:oauth_verifier => params[:oauth_verifier])
+    if params[:state].present?
-    token = at.token
+      oauth2_client = Qbo.construct_oauth2_client
-    secret = at.secret
+      # use the state value to retrieve from your backend any information you need to identify the customer in your system
-    realm_id = params['realmId']
+      redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
-    
+      if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
-    #There can only be one...
+        
-    Qbo.destroy_all
+        # Remove the last authentication information
-
+        Qbo.delete_all
-    # Save the authentication information 
+        
-    qbo = Qbo.new
+        # Save the authentication information 
-    qbo.token = token
+        qbo = Qbo.new
-    qbo.secret = secret
+        qbo.update(oauth2_access_token: resp.token, oauth2_refresh_token: resp.refresh_token, realm_id: params[:realmId])
-    qbo.token_expires_at = 6.months.from_now.utc
+        qbo.refresh_token!
-    qbo.reconnect_token_at = 5.months.from_now.utc
+        
-    qbo.realmId = realm_id
+        if qbo.save!
-    if qbo.save!
+          redirect_to qbo_sync_path, flash: { notice: I18n.t(:label_connected) }
-      redirect_to plugin_settings_path(:redmine_qbo), :flash => { :notice => "Successfully connected to Quickbooks" }
+        else
+          redirect_to plugin_settings_path(:redmine_qbo), flash: { error: I18n.t(:label_error) }
+        end
+        
+      end
+    end
+  end
+  
+  # Manual Billing
+  def bill
+    i = Issue.find_by_id params[:id]
+    if i.customer
+      i.bill_time
+      redirect_to i, flash: { notice: I18n.t(:label_billed_success) + i.customer.name }
     else
-      redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
+      redirect_to i, flash: { error: I18n.t(:label_billing_error) }
+    end
+  end
+  
+  # Quickbooks Webhook Callback
+  def webhook
+
+    logger.info "Quickbooks is calling webhook"
+    
+    # check the payload
+    signature = request.headers['intuit-signature']
+    key = Setting.plugin_redmine_qbo['settingsWebhookToken']
+    data = request.body.read
+    hash = Base64.encode64(OpenSSL::HMAC.digest(OpenSSL::Digest::Digest.new('sha256'), key, data)).strip()
+    
+    # proceed if the request is good
+    if hash.eql? signature
+      Thread.new do
+        if request.headers['content-type'] == 'application/json'
+          data = JSON.parse(data)
+        else
+          # application/x-www-form-urlencoded
+          data = params.as_json
+        end
+        # Process the information
+        entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
+        entities.each do |entity|
+          id = entity['id'].to_i
+          name = entity['name']
+        
+          logger.info "Casting #{name.constantize} to obj"
+
+          # Magicly initialize the correct class
+          obj = name.constantize
+
+          # for merge events
+          obj.destroy(entity['deletedId']) if entity['deletedId']
+          
+          #Check to see if we are deleting a record
+          if entity['operation'].eql? "Delete"
+            obj.destroy(id)
+          #if not then update!
+          else
+            begin
+              obj.sync_by_id(id)
+            rescue => e
+              logger.error "Failed to call sync_by_id on obj"
+              logger.error e.message
+              logger.error e.backtrace.join("\n")
+            end
+          end
+        end
+        
+        # Record that last time we updated
+        Qbo.update_time_stamp
+        ActiveRecord::Base.connection.close
+      end
+      # The webhook doesn't require a response but let's make sure we don't send anything
+      render nothing: true, status: 200
+    else
+      render nothing: true, status: 400
     end
 
+    logger.info "Quickbooks webhook complete"
   end
 
   #
   # Synchronizes the QboCustomer table with QBO
   #
   def sync
-    if Qbo.exists? then
+    logger.info "Syncing EVERYTHING"
-      QboCustomers.update_all
+    # Update info in background
-      QboItem.update_all
+    Thread.new do
-      QboEmployee.update_all
+      if Qbo.exists?
+        Customer.sync
+        Invoice.sync
+        Employee.sync
+        Estimate.sync
+        
+        # Record the last sync time
+        Qbo.update_time_stamp
+      end
+      ActiveRecord::Base.connection.close
     end
 
-    redirect_to qbo_path(:redmine_qbo), :flash => { :notice => "Successfully synced to Quickbooks" }
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
   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/models/concerns/quickbooks_oauth.rb

@@ -0,0 +1,88 @@
+#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
+
+  def perform_authenticated_request(&block)
+    attempts = 0
+    begin
+      yield oauth_access_token
+    rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
+      Rails.logger.error("QuickbooksOauth.perform: #{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
+
+  def refresh_token!
+    Rails.logger.info("QuickbooksOauth.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
+
+    Rails.logger.info("QuickbooksOauth.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
+
+  def oauth_client
+    self.class.construct_oauth2_client
+  end
+
+  def oauth_access_token
+    OAuth2::AccessToken.new(oauth_client, oauth2_access_token, refresh_token: oauth2_refresh_token)
+  end
+
+  def consumer
+    oauth_access_token
+  end
+
+  module ClassMethods
+
+    def construct_oauth2_client
+
+      oauth_consumer_key = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
+      oauth_consumer_secret = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
+
+      # Are we are playing in the sandbox?
+      Quickbooks.sandbox_mode = Setting.plugin_redmine_qbo[:sandbox] ? true : false
+      logger.info "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(oauth_consumer_key, oauth_consumer_secret, options)
+    end
+
+  end
+end

app/models/customer.rb

@@ -0,0 +1,238 @@
+#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 < ActiveRecord::Base
+  
+  has_many :issues
+  has_many :invoices
+  has_many :estimates
+ 
+  validates_presence_of :id, :name
+  
+  self.primary_key = :id
+  
+  # returns a human readable string
+  def to_s
+    return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
+  end
+  
+  # Convenience Method
+  # returns the customer's email
+  def email
+    pull unless @details
+    begin
+      return @details.email_address.address
+    rescue
+      return nil
+    end
+  end
+  
+  # Convenience Method
+  # Sets the email
+  def email=(s)
+    pull unless @details
+    @details.email_address = s
+  end
+  
+  # Convenience Method
+  # returns the customer's primary phone
+  def primary_phone
+    pull unless @details
+    begin
+      return @details.primary_phone.free_form_number
+    rescue
+      return nil
+    end
+  end
+  
+  # Convenience Method
+  # Updates the customer's primary phone number
+  def primary_phone=(n)
+    pull unless @details
+    pn = Quickbooks::Model::TelephoneNumber.new
+    pn.free_form_number = n
+    @details.primary_phone = pn
+    #update our locally stored number too
+    update_phone_number
+  end
+  
+  # Convenience Method
+  # returns the customer's mobile phone
+  def mobile_phone
+    pull unless @details
+    begin
+      return @details.mobile_phone.free_form_number
+    rescue
+      return nil
+    end
+  end
+  
+  # Convenience Method
+  # Updates the custome's mobile phone number
+  def mobile_phone=(n)
+    pull unless @details
+    pn = Quickbooks::Model::TelephoneNumber.new
+    pn.free_form_number = n
+    @details.mobile_phone = pn
+    #update our locally stored number too
+    update_mobile_phone_number
+  end
+
+  # Convenience Method
+  # Sets the notes
+  def notes=(s)
+    pull unless @details
+    @details.notes = s
+  end
+  
+  # update the localy stored phone number as a plain string with no special chars
+  def update_phone_number
+    begin
+      self.phone_number = self.primary_phone.tr('^0-9', '')
+    rescue
+      return nil
+    end
+  end
+  
+  # update the localy stored phone number as a plain string with no special chars
+  def update_mobile_phone_number
+    begin
+      self.mobile_phone_number = self.mobile_phone.tr('^0-9', '')
+    rescue
+      return nil
+    end
+  end
+  
+  # Convenience Method
+  # Updates Both local DB name & QBO display_name
+  def name=(s)
+    pull unless @details
+    @details.display_name = s
+    super
+  end
+  
+  # Magic Method
+  # Maps Get/Set methods to QBO customer object
+  def method_missing(sym, *arguments)
+    # Check to see if the method exists
+    if Quickbooks::Model::Customer.method_defined?(sym)
+      # download details if required
+      pull unless @details
+      method_name = sym.to_s
+      # Setter
+      if method_name[-1, 1] == "="
+        @details.method(method_name).call(arguments[0])
+      # Getter
+      else
+        return @details.method(method_name).call 
+      end
+    end
+  end
+  
+  # proforms a bruteforce sync operation
+  # This needs to be simplified
+  def self.sync 
+    # Sync ALL customers if the database is empty
+    qbo = Qbo.first
+    customers = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
+      service.all
+    end
+    
+    return unless customers
+    
+    customers.each do |c|
+      logger.info "Processing customer #{c.id}"
+      customer = Customer.find_or_create_by(id: c.id)
+      if c.active?
+        #if not customer.name.eql? c.display_name
+          customer.name = c.display_name
+          customer.id = c.id
+          customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
+          customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
+          customer.save_without_push
+        #end
+      else
+        if not c.new_record?
+          customer.delete
+        end
+      end
+    end
+  end
+  
+  # Searchs the database for a customer by name or phone number with out special chars
+  def self.search(search)
+    customers = where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
+    return customers.order(:name)
+  end
+  
+  # proforms a bruteforce sync operation
+  # This needs to be simplified
+  def self.sync_by_id(id) 
+    qbo = Qbo.first
+    c = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
+      service.fetch_by_id(id)
+    end
+
+    return unless c
+
+    customer = Customer.find_or_create_by(id: c.id)
+    if c.active?
+      #if not customer.name.eql? c.display_name
+        customer.name = c.display_name
+        customer.id = c.id
+        customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
+        customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
+        customer.save_without_push
+      #end
+    else
+      if not customer.new_record?
+        customer.delete
+      end
+    end
+  end
+  
+  # Push the updates
+  def save_with_push
+    begin
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
+        service.update(@details)
+      end
+      #raise "QBO Fault" if @details.fault?
+      self.id = @details.id
+    rescue Exception => e
+      errors.add(e.message)
+    end
+    save_without_push
+  end
+  
+  alias_method :save_without_push, :save
+  alias_method :save, :save_with_push
+  
+  private
+  
+  # pull the details
+  def pull
+    begin
+      raise Exception unless self.id
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
+        service.fetch_by_id(self.id)
+      end
+    rescue Exception => e
+      @details = Quickbooks::Model::Customer.new
+    end
+  end
+  
+end

app/models/customer_token.rb

@@ -0,0 +1,61 @@
+#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 < ActiveRecord::Base
+  
+  has_many :issues
+  validates_presence_of :issue_id
+  before_create :generate_token, :generate_expire_date
+  attr_accessor :destroyed
+  after_destroy :mark_as_destroyed
+
+  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE__' + SecureRandom.uuid
+  
+  # generates a random token using the plugin setting settingsOAuthConsumerSecret for salt
+  def generate_token
+    self.token = SecureRandom.base64(15).tr('+/=lIO0', OAUTH_CONSUMER_SECRET)
+  end
+
+  # generates an expiring date
+  def generate_expire_date
+    self.expires_at = Time.now + 1.month
+  end
+
+  # set destroyed flag
+  def mark_as_destroyed
+    self.destroyed = true
+  end
+
+  # purge expired tokens
+  def self.remove_expired_tokens
+    where("expires_at < ?", Time.now).destroy_all
+  end
+  
+  # has the token expired?
+  def expired?
+    self.expires_at < Time.now
+  end
+
+  # Getter convenience method for tokens
+  def self.get_token(issue)
+    
+    # check to see if token exists & if it is expired
+    token = find_by_issue_id issue.id
+    unless token.nil?
+      return token unless token.expired?
+      # remove expired tokens
+      token.destroy
+    end
+
+    # only create new token if we have an issue to attach it to
+    return create(issue_id: issue.id) if User.current.logged?
+  end
+
+end

app/models/employee.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 Employee < ActiveRecord::Base
-
+  
-  # Edit Issue Form
+  has_many :users
-  # Show a dropdown for quickbooks contacts
+  validates_presence_of :id, :name
-  def view_issues_form_details_bottom(context={})
+  
-    selected = ""
+  def self.sync 
-    
+    qbo = Qbo.first
-    QboCustomers.update_all
+    employees = qbo.perform_authenticated_request do |access_token|
-    #QboItem.update_all
+      service = Quickbooks::Service::Employee.new(company_id: qbo.realm_id, access_token: access_token)
- 
+      service.all
-    # Check to see if there is a quickbooks user attached to the issue
+    end
-    if not context[:issue].qbo_customer_id.nil? then
+
-      selected_customer = context[:issue].qbo_customer_id
+    return unless employees
-      selected_item = context[:issue].qbo_item_id
+    
-    end
+    transaction do
-
+      employees.each { |e|
-    # Generate the drop down list of quickbooks contacts
+        logger.info "Processing employee #{e.id}"
-    select_customer = context[:form].select :qbo_customer_id, QboCustomers.all.pluck(:name, :id), :selected => selected_customer, include_blank: true
+        employee = 	find_or_create_by(id: e.id)
-  
+        employee.name = e.display_name
-    # Generate the drop down list of quickbooks contacts
+        employee.id = e.id
-    select_item = context[:form].select :qbo_item_id, QboItem.all.pluck(:name, :id), :selected => selected_item, include_blank: true
+        employee.save!
-    return "<p>#{select_customer}</p> <p>#{select_item}</p>"
+      }
-  end
+    end
-
+  end
-end
+
+  def self.sync_by_id(id)
+    qbo = Qbo.first
+    employee = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Employee.new(company_id: qbo.realm_id, access_token: access_token)
+      service.fetch_by_id(id)
+    end
+
+    return unless employee
+    employee = find_or_create_by(id: employee.id)
+    employee.name = employee.display_name
+    employee.id = employee.id
+    employee.save!
+  end
+end

app/models/estimate.rb

@@ -0,0 +1,133 @@
+#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 < ActiveRecord::Base
+  
+  has_and_belongs_to_many :issues
+  belongs_to :customer 
+  validates_presence_of :doc_number, :id
+  self.primary_key = :id
+
+  # returns a human readable string
+  def to_s
+    return self[:doc_number]
+  end
+  
+  # sync all estimates
+  def self.sync
+    logger.info "Syncing ALL estimates"
+    qbo = Qbo.first
+    estimates = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+      service.all
+    end
+
+    return unless estimates
+
+    estimates.each { |estimate|
+      process_estimate(estimate)
+    }
+
+    #remove deleted estimates
+    where.not(estimates.map(&:id)).destroy_all
+  end
+  
+  # sync only one estimate
+  def self.sync_by_id(id)
+    logger.info "Syncing estimate #{id}"
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+      process_estimate(service.fetch_by_id(id))
+    end
+  end
+
+  # sync only one estimate
+  def self.sync_by_doc_number(number)
+    logger.info "Syncing estimate by doc number #{number}"
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+      process_estimate(service.find_by( :doc_number, number).first)
+    end
+  end
+  
+  # update an estimate
+  def self.update(id)
+    qbo = Qbo.first
+    estimate = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+      service.fetch_by_id(id)
+    end
+
+    return unless estimate
+
+    e = find_or_create_by(id: id)
+    e.doc_number = estimate.doc_number
+    e.txn_date = estimate.txn_date
+    e.save!
+  end
+  
+  # process an estimate into the database
+  def self.process_estimate(qbo_estimate)
+    logger.info "Processing estimate #{qbo_estimate.id}"
+    estimate = find_or_create_by(id: qbo_estimate.id)
+    estimate.doc_number = qbo_estimate.doc_number
+    estimate.customer_id = qbo_estimate.customer_ref.value
+    estimate.id = qbo_estimate.id
+    estimate.txn_date = qbo_estimate.txn_date
+    estimate.save!
+  end
+
+  # download the pdf from quickbooks
+  def pdf
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+      estimate = service.fetch_by_id(id)
+      service.pdf(estimate)
+    end
+  end
+
+  # Magic Method
+  # Maps Get/Set methods to QBO estimate object
+  def method_missing(sym, *arguments)
+    # Check to see if the method exists
+    if Quickbooks::Model::Estimate.method_defined?(sym)
+      # download details if required
+      pull unless @details
+      method_name = sym.to_s
+      # Setter
+      if method_name[-1, 1] == "="
+        @details.method(method_name).call(arguments[0])
+      # Getter
+      else
+        return @details.method(method_name).call 
+      end
+    end
+  end
+
+  private
+  
+  # pull the details
+  def pull
+    begin
+      raise Exception unless self.id
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+        service(:estimate).fetch_by_id(self.id)
+      end
+    rescue Exception => e
+      @details = Quickbooks::Model::Estimate.new
+    end
+  end
+  
+end

app/models/invoice.rb

@@ -0,0 +1,208 @@
+#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 < ActiveRecord::Base
+  
+  has_and_belongs_to_many :issues
+  belongs_to :customer 
+  validates_presence_of :doc_number, :id, :customer_id, :txn_date
+  self.primary_key = :id
+
+   # returns a human readable string
+  def to_s
+    return self[:doc_number]
+  end
+  
+  # sync ALL the invoices
+  def self.sync
+    logger.info "Syncing all invoices"
+    last = Qbo.first.last_sync
+
+    query = "SELECT Id, DocNumber FROM Invoice"
+    query << " WHERE Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
+  
+    # TODO actually do something with the above query
+    # .all() is never called since count is never initialized
+    qbo = Qbo.first
+    invoices = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+      service.all 
+    end
+
+    return unless invoices
+     
+    invoices.each { | invoice | 
+      process_invoice invoice
+    }
+  end
+  
+  #sync by invoice ID
+  def self.sync_by_id(id)
+    logger.info "Syncing invoice #{id}"
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+      invoice = service.fetch_by_id(id) 
+      process_invoice invoice
+    end
+  end
+  
+  private
+  
+  # Attach the invoice to the issue
+  def self.attach_to_issue(issue, invoice)
+    return if issue.nil?
+    
+    # skip this issue if the issue customer is not the same as the invoice customer
+    return if issue.customer_id != invoice.customer_ref.value.to_i
+    
+    logger.info "Attaching invoice #{invoice.id} to issue #{issue.id}"
+    
+    invoice = Invoice.find_or_create_by(id: invoice.id)
+
+    unless issue.invoices.include?(invoice)
+      issue.invoices << invoice
+      issue.save!
+    end
+    
+    compare_custom_fields(issue, invoice)
+  end
+  
+  # processes the invoice into the database
+  def self.process_invoice(i)
+    logger.info "Processing invoice #{i.id}"
+
+    # Load the invoice into the database
+    invoice = Invoice.find_or_create_by(id: i.id)
+    invoice.doc_number = i.doc_number 
+    invoice.id = i.id
+    invoice.customer_id = i.customer_ref
+    invoice.txn_date = i.txn_date
+    invoice.save!
+
+    # Scan the private notes for hashtags and attach to the applicable issues
+    if not i.private_note.nil?
+      i.private_note.scan(/#(\w+)/).flatten.each { |issue|
+        attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
+      }
+    end
+    
+    # Scan the line items for hashtags and attach to the applicable issues
+    i.line_items.each { |line|
+      if line.description
+        line.description.scan(/#(\w+)/).flatten.each { |issue|
+          attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
+        }
+      end
+    }
+  end
+  
+  # compares the custome fields on invoices & issues and updates the invoice as needed
+  #
+  # the issue here is when two or more issues share an invoice with the same custom field, but diffrent values
+  # this condions causes an infinite loop as the webhook is called when an invoice is updated
+  # TODO maybe add a cf_sync_confict flag to invoices
+  def self.compare_custom_fields(issue, invoice)
+    logger.info "Comparing custom fields"
+    # TODO break if Invoice.find(invoice.id).cf_sync_confict
+    is_changed = false
+
+    logger.debug "Calling :process_invoice_custom_fields hook"
+    context = Redmine::Hook.call_hook :process_invoice_custom_fields, { issue: issue, invoice: invoice } 
+
+    # Process updates from the hooks
+    context.each do |c|
+      unless c.nil?
+        logger.debug "Invoice.compare_custom_fields: We have a responce from a hook"
+        push_updates  c[:invoice] if c[:is_changed]
+      end
+    end
+      
+    # Process Issue Custom Values
+    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_updates invoice if is_changed
+  end
+
+  # pushes invoice updates
+  def self.push_updates(invoice)
+    begin
+      logger.info "Invoice.push_updates"
+      qbo = Qbo.first
+      qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+        service.update invoice
+      end
+    rescue
+      # Do nothing, probaly custome field sync confict on the invoice. 
+      # This is a problem with how it's billed
+      # TODO Add notes in memo area
+      # TODO flag Invoice.cf_sync_confict here
+      logger.error "Failed to update invoice"
+    end
+  end
+
+  # download the pdf from quickbooks
+  def pdf
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+      invoice = service.fetch_by_id(id)
+      return service.pdf(invoice)
+    end
+  end
+
+  # Magic Method
+  # Maps Get/Set methods to QBO invoice object
+  def method_missing(sym, *arguments)
+    # Check to see if the method exists
+    if Quickbooks::Model::Invoice.method_defined?(sym)
+      # download details if required
+      pull unless @details
+      method_name = sym.to_s
+      # Setter
+      if method_name[-1, 1] == "="
+        @details.method(method_name).call(arguments[0])
+      # Getter
+      else
+        return @details.method(method_name).call 
+      end
+    end
+  end
+  
+  # pull the details from quickbooks
+  def pull
+    begin
+      raise Exception unless self.id
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+        service.fetch_by_id(self.id)
+      end
+    rescue Exception => e
+      @details = Quickbooks::Model::Invoice.new
+    end
+  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 +9,20 @@
 #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']
+  
-  QB_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
+  # Updates last sync time stamp
-
+  def self.update_time_stamp
-  $qb_oauth_consumer = OAuth::Consumer.new(QB_KEY, QB_SECRET, {
+    date = DateTime.now
-    :site                 => "https://oauth.intuit.com",
+    logger.info "Updating QBO timestamp to #{date}"
-    :request_token_path   => "/oauth/v1/get_request_token",
+    qbo = Qbo.first
-    :authorize_url        => "https://appcenter.intuit.com/Connect/Begin",
+    qbo.last_sync = date
-    :access_token_path    => "/oauth/v1/get_access_token"
+    qbo.save
-  })
-
-  def self.get_auth_token
-    qbo = first
-    return OAuth::AccessToken.new($qb_oauth_consumer, qbo.token, qbo.secret)
   end
-
+  
-  def self.get_oauth_consumer
+  def self.last_sync
-    return $qb_oauth_consumer
+    format_time(Qbo.first.last_sync)
   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) if customer.primary_phone %></td>
+    </tr>
+    
+    <tr>
+      <th><%=t(:label_mobile_phone)%></th>
+      <td><%= number_to_phone(customer.mobile_phone.gsub(/[^\d]/, '').to_i, area_code: true) if customer.mobile_phone %></td>
+    </tr>
+    
+     <tr>
+        <th><%=t(:label_billing_address)%></th>
+        <td><%= @billing_address %></td>
+    </tr>
+    
+     <tr>
+        <th><%=t(:label_shipping_address)%></th>
+        <td><%= @shipping_address %></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, autocomplete: "off" %>
+          </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 +1,5 @@
+<%= form_tag(customers_path, method: "get", id: "search-form") do %>
+    <%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), autocomplete: "off" %>
+    <%= submit_tag t(:label_search) %>
+<% end %>
+<%= button_to t(:label_new_customer), new_customer_path, method: :get%>

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://#{Setting.plugin_redmine_qbo[:sandbox] ? "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><%=@issues.open.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
+<%= render partial: 'issues/list_simple', locals: {issues: @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") 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'>
+    <b><%=I18n.translate(:label_last_sync)%>: </b> <%=Qbo.last_sync if Qbo.exists?%>
+</div>"

app/views/qbo/_last_sync.html.erb

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

app/views/qbo/_settings.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:
 
@@ -10,49 +10,102 @@ 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.
 -->
 
+<!-- somewhere in your document include the Javascript -->
+<script type="text/javascript" src="https://appcenter.intuit.com/Content/IA/intuit.ipp.anywhere.js"></script>
+
+<!-- configure the Intuit object: 'grantUrl' is a URL in your application which kicks off the flow, see below -->
+<script>
+  intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_authenticate_path %>'});
+</script>
+
 <table >
   <tbody>
+  
     <tr>
-      <th>OAuth Consumer Key</th>
+      <th><%=t(:label_client_id)%></th>
       <td>
-        <input type="text" style="width:350px" id="settingsOAuthConsumerKey" 
+        <input 
-                           value="<%= settings['settingsOAuthConsumerKey'] %>" 
+          type="text" 
-                           name="settings[settingsOAuthConsumerKey]" >
+          style="width:350px" 
+          id="settingsOAuthConsumerKey" 
+          value="<%= settings['settingsOAuthConsumerKey'] %>" 
+          name="settings[settingsOAuthConsumerKey]" >
       </td>
     </tr>
 
     <tr>
-      <th>OAuth Consumer Secret</th>
+      <th><%=t(:label_client_secret)%></th>
       <td>
-        <input type="text" style="width:350px" id="settingsOAuthConsumerSecret"
+        <input 
-                           value="<%= settings['settingsOAuthConsumerSecret'] %>"
+          type="text" 
-                           name="settings[settingsOAuthConsumerSecret]" >
+          style="width:350px" 
+          id="settingsOAuthConsumerSecret"
+          value="<%= settings['settingsOAuthConsumerSecret'] %>"
+          name="settings[settingsOAuthConsumerSecret]" >
+      </td>
+    </tr>
+    
+    <tr>
+      <th><%=t(:label_webhook_token)%></th>
+      <td>
+        <input 
+          type="text" 
+          style="width:350px" 
+          id="settingsWebhookToken"
+          value="<%= settings['settingsWebhookToken'] %>"
+          name="settings[settingsWebhookToken]" >
       </td>
     </tr>
 
-  </tbody>
+    <tr>
-</table>
+      <th><%=t(:label_sandbox)%></th>
-
+      <td>
-<br/>
+        <%= check_box_tag 'settings[sandbox]', @settings[:sandbox], @settings[:sandbox] %>
-
+      </td>
-<table>
+    </tr>
-  <tbody>
 
      <tr>
-       <th>Token Expires At</th>
+        <th><%=t(:label_oauth_expires)%></th>
-       <td><%= if Qbo.exists? then Qbo.first.token_expires_at end %>
+        <td><%= if Qbo.exists? then Qbo.first.oauth2_access_token_expires_at end %>
-     </tr>
+      </tr>
-
+      
-     <tr>
+      <tr>
-       <th>Reconnect Token At</th>
+        <th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
-       <td><%= if Qbo.exists? then Qbo.first.reconnect_token_at end  %>
+        <td><%= if Qbo.exists? then Qbo.first.oauth2_refresh_token_expires_at end %>
      </tr>
 
   </tbody>
 </table>
 
 <br/>
-Note: You need to authenticate after saving your key and secret above
+<%=t(:label_oauth_note)%>
 <br/>
- 
+<br/>
-<%= link_to "Authenticate", qbo_authenticate_path, :method => :get  %>
+
+<!-- this will display a button that the user clicks to start the flow -->
+<ipp:connectToIntuit></ipp:connectToIntuit>
+
+<br/>
+<br/>
+
+<div>
+    <b><%=t(:label_customer_count)%>:</b> <%= Customer.count%>
+    </div>
+      
+    <div>
+        <b><%=t(:label_employee_count)%>:</b> <%= Employee.count %>
+    </div>
+    
+    <div>
+        <b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %>
+    </div>
+    
+    <div>
+        <b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %>
+    </div>
+      
+    <br/>
+    
+    <div>
+        <b><%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to t(:label_sync_now), qbo_sync_path %>
+</div>

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 +1,22 @@
+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`;
+    }
+  }
+  
+
+  // You can return the array or use it as needed
+  return output;
+}

assets/javascripts/autocomplete-rails.js

@@ -0,0 +1 @@
+!function(t){t.fn.railsAutocomplete=function(e){var a=function(){this.railsAutoCompleter||(this.railsAutoCompleter=new t.railsAutocomplete(this))};if(void 0!==t.fn.on){if(!e)return;return t(document).on("focus",e,a)}return this.live("focus",a)},t.railsAutocomplete=function(t){var e=t;this.init(e)},t.railsAutocomplete.options={showNoMatches:!0,noMatchesLabel:"no existing match"},t.railsAutocomplete.fn=t.railsAutocomplete.prototype={railsAutocomplete:"0.0.1"},t.railsAutocomplete.fn.extend=t.railsAutocomplete.extend=t.extend,t.railsAutocomplete.fn.extend({init:function(e){function a(t){return t.split(e.delimiter)}function i(t){return a(t).pop().replace(/^\s+/,"")}e.delimiter=t(e).attr("data-delimiter")||null,e.min_length=t(e).attr("data-min-length")||t(e).attr("min-length")||2,e.append_to=t(e).attr("data-append-to")||null,e.autoFocus=t(e).attr("data-auto-focus")||!1,t(e).autocomplete({appendTo:e.append_to,autoFocus:e.autoFocus,delay:t(e).attr("delay")||0,source:function(a,r){var n=this.element[0],o={term:i(a.term)};t(e).attr("data-autocomplete-fields")&&t.each(t.parseJSON(t(e).attr("data-autocomplete-fields")),function(e,a){o[e]=t(a).val()}),t.getJSON(t(e).attr("data-autocomplete"),o,function(){var a={};t.extend(a,t.railsAutocomplete.options),t.each(a,function(i,r){if(a.hasOwnProperty(i)){var n=t(e).attr("data-"+i);a[i]=n?n:r}}),0==arguments[0].length&&t.inArray(a.showNoMatches,[!0,"true"])>=0&&(arguments[0]=[],arguments[0][0]={id:"",label:a.noMatchesLabel}),t(arguments[0]).each(function(a,i){var r={};r[i.id]=i,t(e).data(r)}),r.apply(null,arguments),t(n).trigger("railsAutocomplete.source",arguments)})},change:function(e,a){if(t(this).is("[data-id-element]")&&""!==t(t(this).attr("data-id-element")).val()&&(t(t(this).attr("data-id-element")).val(a.item?a.item.id:"").trigger("change"),t(this).attr("data-update-elements"))){var i=t.parseJSON(t(this).attr("data-update-elements")),r=a.item?t(this).data(a.item.id.toString()):{};if(i&&""===t(i.id).val())return;for(var n in i){var o=t(i[n]);o.is(":checkbox")?null!=r[n]&&o.prop("checked",r[n]):o.val(a.item?r[n]:"").trigger("change")}}},search:function(){var t=i(this.value);return t.length<e.min_length?!1:void 0},focus:function(){return!1},select:function(i,r){if(r.item.value=r.item.value.toString(),-1!=r.item.value.toLowerCase().indexOf("no match")||-1!=r.item.value.toLowerCase().indexOf("too many results"))return t(this).trigger("railsAutocomplete.noMatch",r),!1;var n=a(this.value);if(n.pop(),n.push(r.item.value),null!=e.delimiter)n.push(""),this.value=n.join(e.delimiter);else if(this.value=n.join(""),t(this).attr("data-id-element")&&t(t(this).attr("data-id-element")).val(r.item.id).trigger("change"),t(this).attr("data-update-elements")){var o=r.item,l=-1!=r.item.value.indexOf("Create New")?!0:!1,u=t.parseJSON(t(this).attr("data-update-elements"));for(var s in u)"checkbox"===t(u[s]).attr("type")?o[s]===!0||1===o[s]?t(u[s]).attr("checked","checked"):t(u[s]).removeAttr("checked"):l&&o[s]&&-1==o[s].indexOf("Create New")||!l?t(u[s]).val(o[s]).trigger("change"):t(u[s]).val("").trigger("change")}var c=this.value;return t(this).bind("keyup.clearId",function(){t.trim(t(this).val())!=t.trim(c)&&(t(t(this).attr("data-id-element")).val("").trigger("change"),t(this).unbind("keyup.clearId"))}),t(e).trigger("railsAutocomplete.select",r),!1}}),t(e).trigger("railsAutocomplete.init")}}),t(document).ready(function(){t("input[data-autocomplete]").railsAutocomplete("input[data-autocomplete]")})}(jQuery);

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;
+    });
+  });
+});

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 +9,96 @@
 #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"
+  field_customer: "Customer"
-  field_qbo_customer: "Customer"
+  field_employee: "Employee"
-  field_qbo_item: "Item"
+  field_invoice: "Invoice"
-  field_qbo_employee: "Employee"
+  field_estimate: "Estimate" 
+  field_notes: "Notes"
+  field_billed: "Billed"
+  label_week: "Week"
+  label_search_estimates: "Search Estimates"
+  label_search: "Search"
+  label_estimates: "Estimates"
+  warn_ru_sure: "You sure?"
+  label_delete: "Delete"
+  label_edit: "Edit"
+  label_year: "Year"
+  label_make: " Make"
+  label_model: "Model"
+  label_no_customers: "There are no customers containing the term(s)"
+  label_matching: "Matching "
+  label_open_issues: "Open Issues"
+  label_closed_issues: "Closed Issues"
+  label_sync: "Sync"
+  label_new_customer: "New Customer"
+  label_search_customers: "Search Customers"
+  label_customers: "Customers"
+  label_edit_customer: "Edit Customer"
+  label_email: "Email"
+  label_primary_phone: "Primary Phone"
+  label_mobile_phone: "Mobile Phone"
+  label_billing_address: "Billing Address"
+  label_shipping_address: "Shipping Address"
+  label_account_balance: "Account Balance"
+  label_balance_with_jobs: "Balance With Jobs"
+  label_display_name: "Display Name"
+  label_details: "Details"
+  label_customer_link_expires: "This customer link expires in"
+  label_amount: "Amount"
+  label_deposit_into: "Deposit to Account"
+  label_last_sync: "Last Sync"
+  label_redmine_qbo: "Redmine Quickbooks"
+  label_customer_count: "Customer Count"
+  label_invoice_count: "Invoice Count"
+  label_estimate_count: "Estimate Count"
+  label_employee_count: "Employee Count"
+  label_client_id: "Intuit QBO OAuth2 Client ID"
+  label_client_secret: "Intuit QBO OAuth2 Client Secret"
+  label_webhook_token: "Intuit QBO Webhook Token"
+  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"
+  field_customers: "Customers"
+  label_no_estimates: "No Estimates"
+  label_no_invoices: "No Invoices"
+  label_invoices: "Invoices"
+  label_load_customer: "Load Customer"
+  label_door: "Door"
+  label_trim: "Trim"
+  label_bill_time: "Bill Time"
+  label_share: "Share"
+  label_sync_now: "Sync Now"
+  label_invoice_404: "Invoice not found"
+  label_estimate_404: "Estimate not found"
+  label_connected: "Successfully connected to Quickbooks"
+  label_error: "Error"
+  label_billed_success: "Successfully Billed "
+  label_billing_error: "Cannot bill without a customer assigned"
+  label_qbo_sync_success: "Successfully synced to Quickbooks"
+  label_hours: "Hours"
+  label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
+  label_name: "Name"
+  label_appointment: "Add Appointment"
+  label_actions: "Actions"
+  label_create_estimate: "Create Estimate"
+  label_syncing: "Syncing Quickbooks"
+  label_sandbox: "Sandbox"
+  button_bulk_pdf: "Bulk PDF"
+  label_select_all: "Select All"
+  notice_customer_created: "Customer created in Quickbooks"
+  notice_customer_updated: "Customer updated in Quickbooks"
+  notice_customer_not_found: "Customer not found in Quickbooks"
+  notice_customer_not_deleted: "Customer could not be deleted in Quickbooks"
+  notice_customer_deleted: "Customer deleted in Quickbooks"
+  notice_estimate_created: "Estimate created in Quickbooks"
+  notice_estimate_updated: "Estimate updated in Quickbooks"
+  notice_estimate_not_found: "Estimate not found"
+  notice_invoice_created: "Invoice created in Quickbooks"
+  notice_invoice_updated: "Invoice updated in Quickbooks"
+  notice_invoice_not_found: "Invoice not found"
+  notice_forbidden: "You do not have permission to access this resource"
+  notice_issue_not_found: "Issue not found"
+  customer_details: "Customer Details"
+  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: "

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 +8,32 @@
 #
 #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'
+
+#webhook
+post 'qbo/webhook', to: 'qbo#webhook'
+
+# Estimate & Invoice PDF
+get 'estimates/:id', to: 'estimate#show', as: :estimate
+get 'estimates/doc/', to: 'estimate#doc', as: :estimate_doc
+get 'invoices/:id', to: 'invoice#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
+  get :autocomplete_customer_name, on: :collection
+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

@@ -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 +8,20 @@
 #
 #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 AddIssuesQboInvoices < ActiveRecord::Migration[5.1]
-  unloadable
+  def self.up
-  has_many :issues
+    create_table :issues_qbo_invoices, id: false do |t|
-  attr_accessible :name
+      t.references :issue
-  validates_presence_of :id, :name
+      t.references :qbo_invoice
-  
+    end
-  def self.update_all 
-    qbo = Qbo.first
-    service = Quickbooks::Service::Item.new(:company_id => qbo.realmId, :access_token => Qbo.get_auth_token)
     
-    # Update the item table
+    add_index :issues_qbo_invoices, [:issue_id, :qbo_invoice_id], unique: true
-    service.all.each { |item|
+    
-      qbo_item = QboItem.find_or_create_by(id: item.id)
+    # Now populate it with a SQL one-liner!
-      qbo_item.name = item.name
+    execute "insert into issues_qbo_invoices(issue_id, qbo_invoice_id) select id, qbo_invoice_id from issues"
-      qbo_item.id = item.id
+  end
-      qbo_item.save!
+
-    }
+  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

db/migrate/024_update_invoices_and_estimates.rb

@@ -0,0 +1,16 @@
+#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 UpdateInvoicesAndEstimates < ActiveRecord::Migration[5.1]
+  def change
+    add_reference :qbo_invoices, :customer, index: true
+    add_reference :qbo_estimates, :customer, index: true
+  end
+end

db/migrate/026_create_line_items.rb

@@ -0,0 +1,26 @@
+#The License
+#
+#Copyright (c) 2016 - 2026 Rick Barrette - All Rights Reserved
+# 
+#Unauthorized copying of this software and associated documentation files (the "Software"), via any medium is strictly prohibited.
+#
+#Proprietary and confidential
+#
+#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 CreateLineItems < ActiveRecord::Migration[5.1]
+  def change  
+    create_table :line_items do |t| 
+      t.integer  :item_id
+      t.float    :amount
+      t.string   :description 
+      t.float    :unit_price 
+      t.float    :quantity
+      t.boolean  :billed
+    end
+    
+    add_reference :line_items, :issues, index: true
+  end
+end

db/migrate/027_add_customers_phone_number.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 AddCustomersPhoneNumber < ActiveRecord::Migration[5.1]
+  def change
+    add_column :customers, :phone_number, :string
+  end
+end

db/migrate/028_add_customers_mobile_phone_number.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 AddCustomersMobilePhoneNumber < ActiveRecord::Migration[5.1]
+  def change
+    add_column :customers, :mobile_phone_number, :string
+  end
+end

db/migrate/029_update_qbos_types.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 UpdateQbosTypes < ActiveRecord::Migration[5.1]
+  
+  def change
+    change_column :qbos, :qb_token, :text
+    change_column :qbos, :qb_secret, :text
+  end
+end

db/migrate/030_update_qbos_token.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 UpdateQbosToken < ActiveRecord::Migration[5.1]
+  
+  def change
+    add_column :qbos, :token, :text
+    add_column :qbos, :expire, :datetime
+  end
+end

db/migrate/031_remove_qbos_keys.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 RemoveQbosKeys < ActiveRecord::Migration[5.1]
+  def change
+    remove_column :qbos, :qb_secret
+    remove_column :qbos, :token_expires_at
+    remove_column :qbos, :reconnect_token_at
+    remove_column :qbos, :qb_token
+  end
+end

db/migrate/032_add_txn_dates.rb

@@ -0,0 +1,55 @@
+#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 AddTxnDates < ActiveRecord::Migration[5.1]
+
+  def change
+    begin
+      add_column :qbo_invoices, :txn_date, :date
+      add_column :qbo_estimates, :txn_date, :date
+
+      reversible do |direction|
+        direction.up {
+          break unless Qbo.first
+
+          QboEstimate.reset_column_information
+          QboInvoice.reset_column_information
+
+          say "Sync Estimates"
+
+          QboEstimate.sync
+
+          say "Sync Invoices"
+
+          qbo = Qbo.first
+          invoices = qbo.perform_authenticated_request do |access_token|
+            service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+            service.all
+          end
+
+          return unless invoices
+
+          invoices.each { |invoice|
+              # Load the invoice into the database
+              qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
+              qbo_invoice.doc_number = invoice.doc_number
+              qbo_invoice.id = invoice.id
+              qbo_invoice.customer_id = invoice.customer_ref
+              qbo_invoice.txn_date = invoice.txn_date
+              qbo_invoice.save!
+          }
+        }
+      end
+    rescue
+      logger.error "AddTxnDates Failed"
+    end
+  end
+
+end

db/migrate/034_remove_qbo_items.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 RemoveQboItems < ActiveRecord::Migration[5.1]
+  def change
+    drop_table :qbo_items
+    drop_table :qbo_purchases
+    drop_table :line_items
+  end
+end

db/migrate/035_drop_qbo_prefix.rb

@@ -0,0 +1,22 @@
+#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 DropQboPrefix < ActiveRecord::Migration[5.1]
+  def change
+    rename_table :qbo_invoices, :invoices
+    rename_table :qbo_estimates, :estimates
+    rename_table :qbo_employees, :employees
+    rename_table :issues_qbo_invoices, :invoices_issues
+    
+    rename_column :issues, :qbo_estimate_id, :estimate_id
+    rename_column :users, :qbo_employee_id, :employee_id
+    rename_column :invoices_issues, :qbo_invoice_id, :invoice_id
+  end 
+end

db/migrate/036_remove_qbo_time_entries.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 RemoveQboTimeEntries < ActiveRecord::Migration[5.1]
+  def change
+    rename_column :time_entries, :qbo_billed, :billed
+  end
+end

db/migrate/037_update_qbo_token.rb

@@ -0,0 +1,22 @@
+#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 UpdateQboToken < ActiveRecord::Migration[5.1]
+  def change
+    add_column :qbos, :oauth2_access_token, :text
+    add_column :qbos, :oauth2_access_token_expires_at, :datetime
+    add_column :qbos, :oauth2_refresh_token, :text
+    add_column :qbos, :oauth2_refresh_token_expires_at, :datetime
+    add_column :qbos, :realm_id, :text
+    remove_column :qbos, :company_id
+    remove_column :qbos, :token
+    remove_column :qbos, :expire
+  end
+end

init.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:
 #
@@ -9,30 +9,40 @@
 #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.
 
 Redmine::Plugin.register :redmine_qbo do
-
- require_dependency 'issues_form_hook_listener'
- require_dependency 'issues_save_hook_listener'
- require_dependency 'issues_show_hook_listener'
- require_dependency 'users_show_hook_listener'
-
-  name 'Redmine Quickbooks Online plugin'
-  author 'Rick Barrette'
-  description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
-  version '0.0.1'
-  url 'https://github.com/rickbarrette/redmine_qbo'
-  author_url 'http://rickbarrette.org'
-  settings :default => {'empty' => true}, :partial => 'qbo/settings'
-
-  # Add safe attributes
-  Issue.safe_attributes 'qbo_customer_id'
-  Issue.safe_attributes 'qbo_item_id'
-  User.safe_attributes 'qbo_employee_id'
-  TimeEntry.safe_attributes 'qbo_billed'
   
-  # We are playing in the sandbox 
+  # About
-  #Quickbooks.sandbox_mode = true
+  name 'Redmine QBO plugin'
+  author 'Rick Barrette'
+  description 'A pluging for Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed'
+  version '2026.2.5'
+  url 'https://github.com/rickbarrette/redmine_qbo'
+  author_url 'https://barrettefabrication.com'
+  settings default: {empty: true}, partial: 'qbo/settings'
+  requires_redmine version_or_higher: '6.1.0'
+  
+  # Add safe attributes for core models
+  Issue.safe_attributes :customer_id
+  Issue.safe_attributes :estimate_id
+  Issue.safe_attributes :invoice_id
+  User.safe_attributes :employee_id
+  TimeEntry.safe_attributes :billed
+  
+  # set per_page globally
+  WillPaginate.per_page = 20
 
-  # Register QBO top menu item
+  # Permissions for security
-  menu :top_menu, :qbo, { :controller => 'qbo', :action => 'index' }, :caption => 'Quickbooks'
+  permission :view_customers, customers: :index, public: false
+  permission :add_customers, customers: :new, public: false
+  
+  # Register top menu items
+  menu :top_menu, :customers, { controller: :customers, action: :index }, caption: :label_customers, if: Proc.new {User.current.logged?}
+    
+end
 
+# Dynamically load all Hooks & Patches recursively
+base_dir = File.join(File.dirname(__FILE__), 'lib')
+
+# '**' looks inside subdirectories, '*.rb' matches Ruby files
+Dir.glob(File.join(base_dir, '**', '*.rb')).sort.each do |file|
+  require file
 end

lib/issues_save_hook_listener.rb

@@ -1,63 +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.
-
-class IssuesSaveHookListener < Redmine::Hook::ViewListener
-
-   # New Issue Saved
-  def controller_issues_edit_after_save(context={})
-    issue = context[:issue]
-    qbo = Qbo.first
-
-    # Check to see if we have registered with QBO
-    if not qbo.nil? then
-      
-      # Prepare to create a new Time Activity
-      time_service = Quickbooks::Service::TimeActivity.new(:company_id => qbo.realmId, :access_token => Qbo.get_auth_token)
-      item_service = Quickbooks::Service::Item.new(:company_id => qbo.realmId, :access_token => Qbo.get_auth_token)
-      time_entry = Quickbooks::Model::TimeActivity.new
-      
-      # Get unbilled time entries
-      spent_time = issue.time_entries.where(qbo_billed: [false, nil])
-      spent_hours ||= spent_time.sum(:hours) || 0
-      
-      # Convert float spent time to hours and minutes
-      hours  = spent_hours.to_i
-      minutesDecimal = (( spent_hours - hours) * 60)
-      minutes = minutesDecimal.to_i
-      
-      # update time entries billed status
-      spent_time.each do |entry|
-        entry.qbo_billed = true
-        entry.save
-      end
-      
-      employee_id = User.find_by_id(issue.assigned_to_id).qbo_employee_id
-     
-      # If the issue is closed, then create a new billable time activty for the customer
-      # TODO Add configuration settings for employee_id, hourly_rate, item_id
-      if issue.status.is_closed? and not issue.qbo_customer_id.nil? and not issue.qbo_item_id.nil? and not employee_id.nil? and spent_hours > 0 then
-        item = item_service.fetch_by_id issue.qbo_item_id
-        time_entry.description = "#{issue.tracker} ##{issue.id}: #{issue.subject}"
-        time_entry.employee_id = employee_id
-        time_entry.customer_id = issue.qbo_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 = issue.qbo_item_id 
-        time_entry.start_time = issue.start_date
-        time_entry.end_time = Time.now
-        time_service.create(time_entry)
-      end
-    end
-  end
-end

lib/issues_show_hook_listener.rb

@@ -1,40 +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.
-
-class IssuesShowHookListener < Redmine::Hook::ViewListener
-
-  # View Issue
-  # Display the quickbooks contact in the issue
-  def view_issues_show_details_bottom(context={})
-    value = ""
-
-    # Check to see if there is a quickbooks user attached to the issue
-    if not context[:issue].qbo_customer_id.nil? then
-      value = QboCustomers.find_by_id(context[:issue].qbo_customer_id).name
-    end
-  
-    output = content_tag(:div, content_tag(:div, content_tag(:div, content_tag(:span,"Customer") + ":", class:"label") +  content_tag(:div, value, class:"value") , class:"qbo_customer_id attribute"), class:"attributes")
-    
-    value = ""
-    
-    # Check to see if there is a quickbooks item attached to the issue
-    if not context[:issue].qbo_customer_id.nil?  then
-      if not QboItem.find_by_id(context[:issue].qbo_item_id).nil? then
-        value = QboItem.find_by_id(context[:issue].qbo_item_id).name
-      end
-    end
-    
-    output << content_tag(:div, content_tag(:div, content_tag(:div, content_tag(:span,"Item") + ":", class:"label") +  content_tag(:div, value, class:"value") , class:"qbo_item_id attribute"), class:"attributes")
-  
-    # Display the Customers name in the Issue attributes
-    return  output
-  end
-
-end

lib/redmine_qbo/hooks/issues_hook_listener.rb

@@ -0,0 +1,99 @@
+#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 RedmineQbo
+  module Hooks
+    class IssuesHookListener < Redmine::Hook::ViewListener
+
+      include IssuesHelper
+
+      # Edit Issue Form
+      # Here we build the required form components before passing them to a partial view formatting. 
+      def view_issues_form_details_bottom(context={})
+        Rails.logger.debug "RedmineQbo::Hooks::IssuesHookListener.view_issues_form_details_bottom: Building form components for quickbooks customer, estimate, and invoice data"
+        f = context[:form]
+        issue = context[:issue]
+        project = context[:project]
+        Rails.logger.debug issue.inspect
+        Rails.logger.debug project.inspect
+
+        # Customer Name Text Box with database backed autocomplete
+        # onchange event will update the hidden customer_id field
+        search_customer = f.autocomplete_field :customer,
+          autocomplete_customer_name_customers_path,
+          selected: issue.customer,
+          update_elements: { 
+            id: '#issue_customer_id', 
+            value: '#issue_customer' 
+          }
+
+        # We need to handle 3 cases for the onchange event of the customer name field:
+        # 1. New issue Withough project:  /issues/new.js
+        # 2. New issue With project:      /projects/rmt/issues/new.js
+        # 3. Existing issue:              /issues/<ID>/edit.js
+        # The built in helper update_issue_form_path requires a project object to determine the correct path for new vs existing issues, 
+        # but it doesn't work for issue.project when creating new issues not in a project i.e. http://redmine.domain.com/issues/new . 
+        # So we need to figure out how to get a the @project from the controller calling the hook.
+        #
+        # If this is not handled correctly, it leads to a 422 error when creating a new issue and selecting a customer.
+        js_path = "updateIssueFrom('#{escape_javascript update_issue_form_path(project, issue)}', this)"
+        Rails.logger.debug js_path
+
+        # This hidden field is used for the customer ID for the issue
+        # the onchange event will reload the issue form via ajax to update the available estimates
+        customer_id = f.hidden_field :customer_id,
+          id: "issue_customer_id",
+          onchange: js_path.html_safe
+
+        # Generate the drop down list of quickbooks estimates owned by the selected customer
+        select_estimate = f.select :estimate_id, 
+          issue.customer ? issue.customer.estimates.pluck(:doc_number, :id).sort! {|x, y| y <=> x} : [], 
+          selected: issue.estimate ? issue.estimate.id : nil, 
+          include_blank: true
+        
+        # Pass all prebuilt form components to our partial
+        context[:controller].send(:render_to_string, {
+          partial: 'issues/form_hook',
+            locals: {
+              search_customer: search_customer, 
+              customer_id: customer_id, 
+              select_estimate: select_estimate
+            } 
+          }
+        )
+      end
+
+      # View Issue
+      # Displays the quickbooks customer, estimate, & invoices attached to the issue
+      def view_issues_show_details_bottom(context={})
+        issue = context[:issue]
+        
+        # Build a list of invoice links
+        invoice_link = ""
+        if issue.invoices
+          issue.invoices.each do |i|
+            invoice_link += "#{link_to i, i, target: :_blank}<br/>"
+          end
+        end
+        
+        context[:controller].send(:render_to_string, {
+          partial: 'issues/show_details',
+            locals: {
+              customer: issue.customer ? link_to(issue.customer) : nil, 
+              estimate_link: issue.estimate ? link_to(issue.estimate, issue.estimate, target: :_blank) : nil, 
+              invoice_link: invoice_link.html_safe,
+              issue: issue
+            } 
+          })
+      end
+      
+    end
+  end 
+end

lib/redmine_qbo/hooks/users_show_hook_listener.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:
 #
@@ -8,20 +8,24 @@
 #
 #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 UsersShowHookListener < Redmine::Hook::ViewListener
+module RedmineQbo
+  module Hooks
 
-  # View User
+    class UsersShowHookListener < Redmine::Hook::ViewListener
-  def view_users_form(context={})
+
-    selected = ""
+      # View User
+      def view_users_form(context={})
+        
+        # Update the users
+        #Employee.update_all
     
-    QboEmployee.update_all
+        # Check to see if there is a quickbooks user attached to the issue
- 
+        @selected = context[:user].employee.id if context[:user].employee
-    # Check to see if there is a quickbooks user attached to the issue
+
-    if not context[:user].qbo_employee_id.nil? then
+        # Generate the drop down list of quickbooks contacts
-      selected = context[:user].qbo_employee_id
+        return "<p>#{context[:form].select :employee_id, Employee.all.pluck(:name, :id), selected: @selected, include_blank: true}</p>"
+      end
     end
 
-    # Generate the drop down list of quickbooks contacts
-    return "<p>#{context[:form].select :qbo_employee_id, QboEmployee.all.pluck(:name, :id), :selected => selected, include_blank: true}</p>"
   end
 end

lib/redmine_qbo/hooks/view_hook_listener.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 +8,22 @@
 #
 #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 QboEmployee < ActiveRecord::Base
+module RedmineQbo
-  unloadable
+  module Hooks
-  has_many :users
+
-  attr_accessible :name
+    class ViewHookListener < Redmine::Hook::ViewListener
-  validates_presence_of :id, :name
+
-  
+      # Load the javascript to support the autocomplete forms
-  def self.update_all 
+      def view_layouts_base_html_head(context = {})
-    qbo = Qbo.first
+        js = javascript_include_tag 'application.js', plugin: :redmine_qbo
-    service = Quickbooks::Service::Employee.new(:company_id => qbo.realmId, :access_token => Qbo.get_auth_token)
+        js += javascript_include_tag 'autocomplete-rails.js', plugin: :redmine_qbo
-    
+        js += javascript_include_tag 'checkbox_controller.js', plugin: :redmine_qbo
-    # Update the item table
+        return js
-    service.all.each { |employee|
+      end
-      qbo_employee = QboEmployee.find_or_create_by(id: employee.id)
+
-      qbo_employee.name = employee.display_name
+      render_on :view_layouts_base_sidebar, partial: "qbo/sidebar"
-      qbo_employee.id = employee.id
+      render_on :view_layouts_base_body_bottom, partial: "qbo/footer"
-      qbo_employee.save!
+    end
-    }
+
   end
 end

lib/redmine_qbo/patches/attachments_controller_patch.rb

@@ -0,0 +1,48 @@
+#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.
+
+require_dependency 'attachments_controller'
+
+module RedmineQbo
+  module Patches
+
+    module AttachmentsControllerPatch
+
+      def self.included(base)
+
+        base.class_eval do
+
+          # check if login is globally required to access the application
+          def check_if_login_required
+            # no check needed if user is already logged in
+            return true if User.current.logged?
+            
+            # Pull up the attachmet, & verify if we have a valid token for the Issue
+            attachment = Attachment.find(params[:id])
+            token = CustomerToken.where("token = ? and expires_at > ?", session[:token], Time.now)
+            token = token.first
+            unless token.nil?
+              return true if token.issue_id == attachment.container_id
+            end
+            
+            require_login if Setting.login_required?
+          end
+          
+        end
+
+      end
+
+    end   
+
+    # Add module to AttachmentsController
+    AttachmentsController.send(:include, AttachmentsControllerPatch)
+
+  end
+end

lib/redmine_qbo/patches/issue_patch.rb

@@ -0,0 +1,134 @@
+#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.
+
+require_dependency 'issue'
+
+module RedmineQbo
+  module Patches
+
+    # Patches Redmine's Issues dynamically.
+    # Adds relationships for customers, estimates, invoices, customer_tokens
+    # Adds before and after save hooks
+    module IssuePatch
+
+      def self.included(base) # :nodoc:
+        base.extend(ClassMethods)
+
+        base.send(:include, InstanceMethods)
+
+        # Same as typing in the class 
+        base.class_eval do
+          belongs_to :customer, primary_key: :id
+          belongs_to :customer_token, primary_key: :id
+          belongs_to :estimate, primary_key: :id
+          has_and_belongs_to_many :invoices
+          before_save :titlize_subject
+          after_save :bill_time
+        end
+        
+      end
+        
+      module ClassMethods
+        
+      end
+      
+      module InstanceMethods
+        
+        # Create billable time entries
+        def bill_time
+          logger.debug "QBO: Billing time for issue ##{id}"
+          return unless  status.is_closed?
+          return if assigned_to.nil?
+          return unless Qbo.first 
+          return unless customer 
+
+          Thread.new do
+            spent_time = time_entries.where(billed: [false, nil])
+            spent_hours ||= spent_time.sum(:hours) || 0
+            
+            if spent_hours > 0 then
+              
+              # Prepare to create a new Time Activity
+              qbo = Qbo.first
+              qbo.perform_authenticated_request do |access_token|
+                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)
+                time_entry = Quickbooks::Model::TimeActivity.new
+        
+                # Lets total up each activity before billing.
+                # This will simpify the invoicing with a single billable time entry per time activity
+                h = Hash.new(0)
+                spent_time.each do |entry|
+                  h[entry.activity.name] += entry.hours
+                  # update time entries billed status
+                  entry.billed = true
+                  entry.save
+                end
+                
+                # Now letes upload our totals for each activity as their own billable time entry
+                h.each do |key, val|
+                  
+                  # Convert float spent time to hours and minutes
+                  hours = val.to_i
+                  minutesDecimal = (( val - hours) * 60)
+                  minutes = minutesDecimal.to_i
+
+                  # Lets match the activity to an qbo item
+                  item = item_service.query("SELECT * FROM Item WHERE Name = '#{key}' ").first
+                  next if item.nil?
+                  
+                  # Create the new billable time entry and upload it
+                  time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}"
+                  time_entry.employee_id = assigned_to.employee_id 
+                  time_entry.customer_id = 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 
+                  time_entry.start_time = start_date
+                  time_entry.end_time = Time.now
+                  time_service.create(time_entry)
+                end
+              end
+            end
+          end
+        end
+      end
+      
+      # Create a shareable link for a customer
+      def share_token
+        CustomerToken.get_token self
+      end
+      
+      # Titleize the subject before save , but keep words containing numbers mixed with letters capitalized
+      def titlize_subject
+        logger.debug "QBO: Titlizing subject for issue ##{self.id}"
+        self.subject = self.subject.split(/\s+/).map do |word|
+          # If word is NOT purely alphanumeric (contains special chars),
+          # or is all upper/lower, we can handle it.
+          # excluding alphanumeric strings with mixed case and numbers (e.g., "ID555ABC") from being altered.
+          if word =~ /[A-Z]/ && word =~ /[0-9]/
+            word
+          else
+            word.downcase
+            word.capitalize
+          end
+        end.join(' ')
+      end
+    end  
+
+    # Add module to Issue
+    Issue.send(:include, IssuePatch)
+
+  end
+end

lib/redmine_qbo/patches/issues_controller_patch.rb

@@ -0,0 +1,36 @@
+#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.
+require_dependency 'issues_controller'
+
+module RedmineQbo
+  module Patches
+    module IssuesControllerPatch
+
+      module Helper
+        def watcher_link(issue, user)
+          link = ''
+          link = link_to(I18n.t(:label_bill_time), bill_path( issue.id ), method: :get, class: 'icon icon-email-add') if user.admin?
+          link << link_to(I18n.t(:label_share), share_path( issue.id ), method: :get, target: :_blank, class: 'icon icon-shared') if user.logged?
+          link.html_safe + super
+        end
+      end
+
+      def self.included(base)
+        base.class_eval do
+          helper Helper
+        end
+      end 
+    end
+
+    # Add module to IssuessController
+    IssuesController.send(:include, IssuesControllerPatch)
+
+  end
+end