Updated attribute mapping

Refactored models and services to use a base class

.gitignore

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

Gemfile

@@ -1,8 +1,14 @@
 source 'https://rubygems.org'
 
-gem 'quickbooks-ruby', :git => 'https://github.com/rickbarrette/quickbooks-ruby.git'
+gem 'quickbooks-ruby'
-gem 'quickbooks-ruby-base'
+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

@@ -1,6 +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

README.md

@@ -1,71 +1,276 @@
-#Redmine Quickbooks Online
+# Redmine QuickBooks Online Plugin
 
-A simple plugin for Redmine to connect to Quickbooks Online
+A plugin for **Redmine** that integrates with **QuickBooks Online (QBO)** to automatically create **Time Activity entries** from billable hours logged on Issues.
 
-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.
+When an Issue associated with a Customer is closed, the plugin generates corresponding Time Activities in QuickBooks based on the Redmine Time Entries recorded for that Issue.
 
-`Note: This project is under heavy development. Currently the initial functionality goal has been meet, however I am still working on adding other features. Tags should be stable`
+---
 
-####How it works
+# Disclaimer
-* Issues can be assigned to a QBO Customer and QBO Service Item via drop down in issues form
-  - The `QBO Employee` for the issue is assigned via the assigned redmine user
-  - IF an `Issue` has been assined a `QBO Customer`, `QBO Service Item` & `QBO Employee` when an `Issue` is closed the following will happen:
-  - A new `QBO Time Activity` agaist the `QBO Customer` will be created using the total spent hours logged agaist an `Issue`.
-  - The rate will be the set via the `QBO Service Item` price
-* `Issues` with the Tracker `Quote` will generate an estimate based on the estimated hours and `QBO Service Item` cost.
-  - Needs to have a `QBO Customer` & `QBO Service Item` Assiged
-* Users will be assigned a `QBO Employee` via a drop down in the user admistration page.
 
-##Prerequisites
+The core functionality is implemented, but the project is **under active development**.
 
-* Sign up to become a developer for Intuit https://developer.intuit.com/
+The `master` branch may contain unstable changes.  
-* Create your own aplication to obtain your API keys
+For production deployments, **use a tagged release**.
 
-##The Install
+---
 
-1. To install, clone this repo into your plugin folder
+# Compatibility
 
-  `git clone git@github.com:rickbarrette/redmine_qbo.git` 
+| Plugin Version | Redmine Version |
-  
+| :--- | :--- |
-2. Migrate your database
+| 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 |
 
-  `rake redmine:plugins:migrate RAILS_ENV=production`
+---
-  
-3. Navigate to the plugin configuration page and suppy your own OAuth key & secret. 
 
-  ![Alt plugin_config](/Screenshots/plugin_config.png)
+# Features
 
-4. After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
+## Issue Billing Integration
 
-5. Assign an Employee to each of your users via the User Administration Page
+*   Assign a **QuickBooks Customer** to a Redmine Issue.
+    
+*   Optionally associate a **QuickBooks Estimate** with the Issue.
 
-  ![Alt plugin_user_edit](/Screenshots/plugin_user_edit.png)
+*   Automatically associates a **QuickBooks Invoice** with the Issue.
-  
+    
-## Usage
 
-  To enable automatic `QBO Time Activity` entries for an `Issue` , you need only to assign a `QBO Customer` and `QBO Item` to an `Issue` via drop downs in the creation/update form.
+---
-  
-  ![Alt plugin_issue-edit](/Screenshots/plugin_issue_edit.png)
 
-Note: Customers, Employees, and Service Items with automaticly update during normal usage of redmine i.e. a page refresh. You can also manualy force redmine to sync its database with QBO clicking the sync link in the Quickbooks top menu page 
+## Automatic Time Activity Creation
 
-  ![Alt plugin_top_menu](/Screenshots/plugin_top_menu.png)
+When an Issue with an assigned Customer is closed:
 
-## TODO
+*   A **Time Activity** is created in QuickBooks for each relevant Redmine Time Entry.
-  * Abiltiy to add line items to a ticket in a dynamic table so they can be added to the invoice upon closing of the issue
+    
-  * Add a rake file to create required Trackers or statuses required
+*   Time Entries are **grouped by Activity name**.
-  * Add link Invoice PDF to issue after creation.
+    
-  * Clean up view hook code, possibly use a controller hook and reder partial views
+*   Activity names are used to **dynamically match Items in QuickBooks**.
-  * Add Setting for Sandbox Mode
+    
+*   If no matching Item exists, the activity is **skipped**.
+    
+*   **Labor rates** are determined by the associated QuickBooks Item.
+    
 
-##License
+---
 
-The MIT License (MIT)
+## Employee Mapping
 
-Copyright (c) 2016 rick barrette
+Redmine Users can be mapped to **QuickBooks Employees** through the **User Administration** page.
 
-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:
+This ensures Time Activities are recorded under the correct employee in QuickBooks.
 
-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.
+## Customer Management
+
+The plugin provides basic Customer management:
+
+*   Create Customers directly from Redmine
+    
+*   Search Customers by **name or phone number**
+    
+*   View and edit Customer information
+    
+
+Customers are synchronized with QuickBooks.
+
+---
+
+## Webhook Support
+
+The plugin listens for **QuickBooks webhook events**.
+
+Supported automation:
+
+### Invoice Linking
+
+Invoices containing an Issue reference (e.g. `#123`) automatically attach to the corresponding Issue.
+
+### Custom Field Synchronization
+
+Invoice custom fields can be mapped to Issue custom fields.
+
+Example use case:
+
+*   Mileage In/Out recorded in Redmine
+    
+*   Automatically synchronized to the QuickBooks invoice.
+    
+
+### Customer Synchronization
+
+Customer records are automatically updated in the local database when changes occur in QuickBooks.
+
+---
+
+## Plugin Hooks
+
+The plugin exposes several hooks for extending functionality through companion plugins.
+
+Example:
+
+`redmine_qbo_vehicles`  
+Adds support for tracking **customer vehicles** associated with Issues.
+
+Available hooks:
+
+|Type|Hook|Note
+|--|--|--|
+View Hook|:pdf_left, { issue: issue }  | Used to add text to left side of PDF
+View Hook|:pdf_right, { issue: issue }  | Used to add text to right side of PDF
+Hook|process_invoice_custom_fields, { issue: issue, invoice: invoice }  | Used to process invoice custom fields
+View Hook|:show_customer_view_right, { customer: customer } | Used to show partials on right side of customer view
+Hook| :qbo_additional_entities | Used to add additional entites to be processed by the WebhookProcessJob
+Hook| :qbo_full_sync | Used to add a Class to be called by the QboSyncDispatcher
+
+---
+
+# Prerequisites
+
+Before installing the plugin:
+
+1.  Create a QuickBooks developer account:
+    
+
+[https://developer.intuit.com/](https://developer.intuit.com/)
+
+2.  Create an **Intuit application** to obtain:
+    
+
+*   Client ID
+    
+*   Client Secret
+    
+
+3.  Configure the QuickBooks webhook endpoint:
+    
+
+https://redmine.yourdomain.com/qbo/webhook
+
+---
+
+# Installation
+
+## 1\. Clone the Plugin
+
+Install the plugin into your Redmine plugins directory.
+
+```bash
+cd /path/to/redmine/plugins  
+git clone https://github.com/rickbarrette/redmine_qbo.git  
+cd redmine_qbo  
+git checkout <tag>
+```
+
+Use a **tagged release** for stability.
+
+---
+
+## 2\. Install Dependencies
+
+```bash
+bundle install
+```
+
+Required for **Redmine 6 / Rails 7 compatibility**.
+
+---
+
+## 3\. Run Database Migrations
+
+```bash
+bundle exec rake redmine:plugins:migrate RAILS_ENV=production
+```
+
+---
+
+## 4\. Restart Redmine
+
+Restart your Redmine server so the plugin and hooks are loaded.
+
+---
+
+# Configuration
+
+1.  Navigate to:
+    
+
+Administration → Plugins → Configure
+
+2.  Enter your **QuickBooks Client ID and Client Secret**.
+    
+3.  Save the configuration.
+    
+4.  Click **Authenticate** to complete the OAuth connection with QuickBooks Online.
+    
+
+Once authentication succeeds, the plugin performs an **initial synchronization**.
+
+---
+
+# User Mapping
+
+Each Redmine user must be mapped to a QuickBooks Employee.
+
+Navigate to:
+
+Administration → Users
+
+Then assign the corresponding **QuickBooks Employee** to each user.
+
+---
+
+# Usage
+
+To enable automatic billing:
+
+1.  Assign a **Customer** to an Issue.
+    
+2.  Log billable time using **Redmine Time Entries**.
+    
+3.  Close the Issue.
+    
+
+When the Issue is closed, the plugin automatically generates the corresponding **Time Activity entries in QuickBooks Online**.
+
+After the initial synchronization, the plugin receives updates through **Intuit webhooks**.
+
+---
+
+# Troubleshooting
+
+### Time Activities Not Created
+
+Verify that:
+
+*   The Issue has a **Customer assigned**
+    
+*   Time Entries exist for the Issue
+    
+*   Activity names match **QuickBooks Item names**
+    
+
+---
+
+### Webhooks Not Triggering
+
+Ensure the QuickBooks webhook endpoint is reachable:
+
+https://redmine.yourdomain.com/qbo/webhook
+
+Also verify webhook configuration in the Intuit developer dashboard.
+
+## License
+
+> The MIT License (MIT)
+>
+> Copyright (c) 2016 - 2026 Rick Barrette
+>
+> Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+>
+> The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+>
+> THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

app/controllers/customers_controller.rb

@@ -0,0 +1,238 @@
+#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.
+
+# 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]
+
+  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]).order(:name).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)
+    @customer.save
+    log "Customer ##{@customer.id} created successfully."
+    flash[:notice] = t :notice_customer_created
+    redirect_to @customer
+  rescue => e
+    log "Failed to create customer: #{e.message}"
+    flash[:error] = e.message
+    redirect_to new_customer_path
+  end
+
+  # display a specific customer
+  def show
+    @customer = Customer.find_by_id(params[:id])
+    return render_404 unless @customer
+
+    @open_issues = @customer.issues
+      .joins(:status)
+      .includes(:status, :project, :tracker, :priority)
+      .where(issue_statuses: { is_closed: false })
+      .order(id: :desc)
+
+    @closed_issues = @customer.issues
+      .joins(:status)
+      .includes(:status, :project, :tracker, :priority)
+      .where(issue_statuses: { is_closed: true })
+      .order(id: :desc)
+
+    @hours = TimeEntry
+      .joins(:issue)
+      .where(issues: { id: @open_issues.select(:id) })
+      .sum(:hours)
+
+    @closed_hours = TimeEntry
+      .joins(:issue)
+      .where(issues: { id: @closed_issues.select(:id) })
+      .sum(:hours)
+
+  rescue => e
+    Rails.logger.error "Failed to load customer ##{params[:id]}: #{e.message}\n#{e.backtrace.join("\n")}"
+    flash[:error] = e.message
+    render_404
+  end
+
+  # return an HTML form for editing a customer
+  def edit
+    @customer = Customer.find_by_id(params[:id])
+    return render_404 unless @customer
+  rescue => e
+    log "Failed to edit customer"
+    flash[:error] = e.message
+    render_404
+  end
+
+  # update a specific customer
+  def update
+    @customer = Customer.find_by_id(params[:id])
+    @customer.update(allowed_params)
+    flash[:notice] = t :notice_customer_updated
+    redirect_to @customer
+  rescue => e
+    log "Failed to update customer: #{e.message}"
+    flash[:error] = e.message
+    redirect_to edit_customer_path
+  end
+
+  # creates new customer view tokens, removes expired tokens & redirects to newly created customer view with new token.
+  def share
+    issue = Issue.find(params[:id])
+    token = issue.share_token
+    redirect_to view_path(token.token)
+  rescue ActiveRecord::RecordNotFound
+    flash[:error] = t(:notice_issue_not_found)
+    render_404
+  end
+  
+  # displays an issue for a customer with a provided security CustomerToken
+  def view
+    User.current = User.anonymous
+
+    # Load only active, non-expired token
+    @token = CustomerToken.active.find_by(token: params[:token])
+    return render_403 unless @token
+
+    # Load associated issue
+    @issue = @token.issue
+    return render_403 unless @issue
+
+    # Optional: enforce token belongs to the issue's customer
+    return render_403 unless @issue.customer_id == @token.issue.customer_id
+
+    # Store token in session for subsequent requests if needed
+    session[:token] = @token.token
+
+    load_issue_data
+  rescue ActiveRecord::RecordNotFound
+    render_403
+  end
+
+  private
+
+  def load_issue_data
+    @journals = @issue.journals.preload(:details).preload(user: :email_address).reorder(:created_on, :id).to_a
+
+    @journals.each_with_index { |j, i| j.indice = i + 1 }
+    @journals.reject!(&:private_notes?) unless User.current.allowed_to?(:view_private_notes, @issue.project)
+    Journal.preload_journals_details_custom_fields(@journals)
+    @journals.select! { |journal| journal.notes? || journal.visible_details.any? }
+    @journals.reverse! if User.current.wants_comments_in_reverse_order?
+
+    @changesets = @issue.changesets.visible.preload(:repository, :user).to_a
+    @changesets.reverse! if User.current.wants_comments_in_reverse_order?
+
+    @relations = @issue.relations.select { |r| r.other_issue(@issue)&.visible? }
+    @allowed_statuses = @issue.new_statuses_allowed_to(User.current)
+    @priorities = IssuePriority.active
+    @time_entry = TimeEntry.new(issue: @issue, project: @issue.project)
+    @relation   = IssueRelation.new
+  end
+
+  # 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?
+
+    lines = [
+      address.line1,
+      address.line2,
+      address.line3,
+      address.line4,
+      address.line5
+    ].compact_blank
+
+    city_line = [
+      address.city,
+      address.country_sub_division_code,
+      address.postal_code
+    ].compact_blank.join(" ")
+
+    lines << city_line unless city_line.blank?
+
+    lines.join("\n")
+  end
+
+  def log(msg)
+    Rails.logger.info "[CustomersController] #{msg}"
+  end
+
+end

app/controllers/estimate_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:
 #
@@ -8,15 +8,72 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 class EstimateController < ApplicationController
-  unloadable
+  include AuthHelper
+
+  before_action :require_user, unless: -> { session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: -> { session[:token].nil? }
+  before_action :load_estimate, only: [:show, :doc]
   
-  #
+  # Displays the estimate PDF in the browser or redirects with an error if not found.
-  # Downloads and forwards the estimate pdf
+  def doc
-  #
+    render_pdf(@estimate)
-  def show
-    base = QboEstimate.get_base.service
-    @pdf = base.pdf(base.fetch_by_id(params[:id]))
-    send_data @pdf, filename: "estimate.pdf", :disposition => 'inline', :type => "application/pdf"
   end
 
-end
+  # Displays the estimate PDF in the browser or redirects with an error if not found.
+  def show
+    render_pdf(@estimate)
+  end
+
+  private
+
+  # Loads the estimate based on ID or doc number, with a fallback to sync if not found locally.
+  def load_estimate
+    log "Attempting to load Estimate with params: #{params.inspect}"
+    @estimate = find_estimate || sync_and_find_estimate
+
+    unless @estimate
+      redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_estimate_not_found) }
+    end
+  end
+
+  # Attempts to find the estimate locally by ID or doc number.
+  def find_estimate
+    return Estimate.find_by(doc_number: params[:search]) if params[:search].present?
+    return Estimate.find_by(id: params[:id]) if params[:id].present?
+  end
+
+  # If the estimate is not found locally, attempts to sync it from the source and find it again.
+  def sync_and_find_estimate
+
+    if params[:search].present?
+      log "Estimate #{params[:search]} not found locally. Syncing by doc number."
+      Estimate.sync_by_doc_number(params[:search])
+      return Estimate.find_by(doc_number: params[:search])
+    end
+
+    if params[:id].present?
+      log "Estimate #{params[:id]} not found locally. Syncing by ID."
+      Estimate.sync_by_id(params[:id])
+      return Estimate.find_by(id: params[:id])
+    end
+
+    nil
+  rescue StandardError => e
+    log "Estimate sync failed: #{e.message}"
+    nil
+  end
+
+  # Renders the estimate PDF or redirects with an error if rendering fails.
+  def render_pdf(estimate)
+    pdf, ref = EstimatePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: [estimate.id])
+    send_data( pdf, filename: "estimate #{ref}.pdf", disposition: :inline, type: "application/pdf" )
+  rescue StandardError => e
+    log "PDF render failed for Estimate #{estimate&.id}: #{e.message}"
+    redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_estimate_not_found) }
+  end
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[EstimateController] #{msg}"
+  end
+end

app/controllers/invoice_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:
 #
@@ -8,14 +8,29 @@
 #
 #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
-  unloadable
+  include AuthHelper
 
-   #
+  before_action :require_user, unless: -> { session[:token].nil? }
-  # Downloads and forwards the invoice pdf
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: -> { session[:token].nil? }
-  #
+
+  # Displays the invoice PDF in the browser or redirects with an error if not found.
   def show
-    base = QboInvoice.get_base.service
+    log "Processing request for #{request.original_url}"
-    @pdf = base.pdf(base.fetch_by_id(params[:id]))
+
-    send_data @pdf, filename: "invoice.pdf", :disposition => 'inline', :type => "application/pdf"
+    invoice_ids = Array(params[:invoice_ids] || params[:id])
+    pdf, ref = InvoicePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: invoice_ids)
+
+    send_data pdf, filename: "invoice #{ref}.pdf", disposition: :inline, type: "application/pdf"
+
+  rescue StandardError => e
+    log "Invoice PDF failure: #{e.message}"
+    redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_invoice_not_found) }
   end
-end
+
+  private
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[InvoiceController] #{msg}"
+  end
+end

app/controllers/qbo_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -9,70 +9,68 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class QboController < ApplicationController
-  unloadable
+  include AuthHelper
 
-  #
+  before_action :require_user, except: :webhook
-  # Called when the QBO Top Menu us shown
+  skip_before_action :verify_authenticity_token, :check_if_login_required, only: :webhook
-  #
-  def index
-    @qbo = Qbo.first
-    @qbo_customer_count = QboCustomer.count
-    @qbo_item_count = QboItem.count
-    @qbo_employee_count = QboEmployee.count
-    @qbo_invoice_count = QboInvoice.count
-    @qbo_estimate_count = QboEstimate.count
-  end
 
-  #
+  # Initiates the OAuth authentication process by redirecting the user to the QuickBooks authorization URL. The callback URL is generated based on the application's settings and routes.
-  # Called when the user requests that Redmine to connect to QBO
-  #
   def authenticate
-    callback = request.base_url + qbo_oauth_callback_path
+    redirect_to QboOauthService.authorization_url(callback_url: callback_url)
-    token = Qbo.get_oauth_consumer.get_request_token(:oauth_callback => callback)
-    session[:qb_request_token] = token
-    redirect_to("https://appcenter.intuit.com/Connect/Begin?oauth_token=#{token.token}") and return
   end
 
-  #
+  # Handles the OAuth callback from QuickBooks. Exchanges the authorization code for access and refresh tokens, saves the connection details, and redirects to the sync page with a success notice. If any error occurs during the process, logs the error and redirects back to the plugin settings page with an error message.
-  # Called by QBO after authentication has been processed
-  #
   def oauth_callback
-    at = session[:qb_request_token].get_access_token(:oauth_verifier => params[:oauth_verifier])
+    QboOauthService.exchange!(code: params[:code], callback_url: callback_url, realm_id: params[:realmId])
-    token = at.token
-    secret = at.secret
-    realm_id = params['realmId']
-    
-    #There can only be one...
-    Qbo.destroy_all
 
-    # Save the authentication information 
+    redirect_to qbo_sync_path, flash: { notice: I18n.t(:label_connected) }
-    qbo = Qbo.new
-    qbo.token = token
-    qbo.secret = secret
-    qbo.token_expires_at = 6.months.from_now.utc
-    qbo.reconnect_token_at = 5.months.from_now.utc
-    qbo.realmId = realm_id
-    if qbo.save!
-      redirect_to qbo_sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
-    else
-      redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
-    end
 
+  rescue StandardError => e
+    log "OAuth failure: #{e.message}"
+    redirect_to plugin_settings_path(:redmine_qbo), flash: { error: I18n.t(:label_error) }
   end
 
-  #
+  # Manual billing endpoint to trigger the billing process for a specific issue. Validates the issue and its associations, enqueues a job to bill the issue's time entries, and redirects back to the issue with a notice. If validation fails, redirects back with an error message.
-  # Synchronizes the QboCustomer table with QBO
+  def bill
-  #
+    issue = Issue.find_by(id: params[:id])
-  def sync
+    raise I18n.t(:notice_error_issue_not_found) unless issue
-    if Qbo.exists?
+    raise I18n.t(:notice_billing_error_no_customer) unless issue.customer
-      QboCustomer.update_all
+    raise I18n.t(:notice_billing_error_no_employee) unless issue.assigned_to&.employee_id.present?
-      QboItem.update_all
+    raise I18n.t(:notice_billing_error_no_qbo) unless Qbo.exists?
-      QboEmployee.update_all
-      QboEstimate.update_all
-      QboInvoice.update_all
-      QboPurchase.update_all
-    end
 
-    redirect_to qbo_path(:redmine_qbo), :flash => { :notice => "Successfully synced to Quickbooks" }
+    BillIssueTimeJob.perform_later(issue.id)
+
+    redirect_to issue, flash: { notice: "#{I18n.t(:label_billing_enqueued)} #{issue.customer.name}"}
+
+  rescue StandardError => e
+    redirect_to issue || root_path, flash: { error: e.message }
+  end
+
+  # Manual sync endpoint to trigger a full synchronization of QuickBooks entities with the local database. Enqueues all relevant sync jobs and redirects to the home page with a notice that syncing has started.
+  def sync
+    QboSyncDispatcher.full_sync!
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
+  end
+
+  # Endpoint to receive QuickBooks webhook notifications. Validates the request and processes the payload to sync relevant data to Redmine. Responds with appropriate HTTP status codes based on success or failure of processing.
+  def webhook
+    QboWebhookProcessor.process!(request: request)
+    head :ok
+
+  rescue StandardError => e
+    log "Webhook failure: #{e.message}"
+    head :unauthorized
+  end
+
+  private
+
+  # Constructs the OAuth callback URL based on the application's settings and routes. This URL is used during the OAuth flow to redirect users back to the application after authentication with QuickBooks.
+  def callback_url
+    "#{Setting.protocol}://#{Setting.host_name}#{qbo_oauth_callback_path}"
+  end
+
+  # Logs messages with a consistent prefix for easier debugging and monitoring.
+  def log(msg)
+    Rails.logger.info "[QboController] #{msg}"
   end
 end

app/helpers/auth_helper.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,38 +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 QboEstimate < ActiveRecord::Base
+module AuthHelper
-  unloadable
+
-  has_many :issues
+  def require_user
-  attr_accessible :doc_number
+    return unless session[:token].nil?
-  validates_presence_of :id, :doc_number
+    if !User.current.logged?
-  
+      flash[:error] = t :notice_forbidden
-  def self.get_base
+      render_403
-    Qbo.get_base(:estimate)
-  end
-  
-  def self.update_all 
-    estimates = get_base.service.all
-  
-    # Update the item table
-    transaction do
-        estimates.each { |estimate|
-          qbo_estimate = QboEstimate.find_or_create_by(id: estimate.id)
-          qbo_estimate.doc_number = estimate.doc_number
-          qbo_estimate.id = estimate.id
-          qbo_estimate.save!
-        }
     end
-    
-    #remove deleted estimates
-    where.not(estimates.map(&:id)).destroy_all
   end
   
-  def self.update(id)
+  def allowed_to?(action)
-    # Update the item table
+    return false if User.current.nil?
-    estimate = get_base.service.fetch_by_id(id)
+    project = Project.find(params[:project_id])
-      qbo_estimate = QboEstimate.find_or_create_by(id: id)
+    return false if project.nil?
-      qbo_estimate.doc_number = estimate.doc_number
+    return true if User.current.allowed_to?(action, project)
-      qbo_estimate.save!
+    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/helpers/estimate_helper.rb

@@ -1,2 +0,0 @@
-module EstimateHelper
-end

app/helpers/invoice_helper.rb

@@ -1,2 +0,0 @@
-module InvoiceHelper
-end

app/jobs/bill_issue_time_job.rb

@@ -0,0 +1,112 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class BillIssueTimeJob < ActiveJob::Base
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  # Perform billing of unbilled time entries for a given issue by creating corresponding TimeActivity records in QuickBooks Online, and then marking those entries as billed in Redmine. This job is typically triggered after an invoice is created or updated to ensure all relevant time is captured for billing.
+  def perform(issue_id)
+    issue = Issue.find(issue_id)
+
+    log "Starting billing for issue ##{issue.id}"
+    issue.with_lock do
+      unbilled_entries = issue.time_entries.where(billed: [false, nil]).lock
+      return if unbilled_entries.blank?
+
+      totals = aggregate_hours(unbilled_entries)
+      return if totals.blank?
+      log "Aggregated hours for billing: #{totals.inspect}"
+
+      qbo = QboConnectionService.current!
+      qbo.perform_authenticated_request do |access_token|
+        create_time_activities(issue, totals, access_token, qbo)
+      end
+
+      # Only mark billed AFTER successful QBO creation
+      unbilled_entries.update_all(billed: true)
+    end
+
+    log "Completed billing for issue ##{issue.id}"
+    Qbo.update_time_stamp
+  rescue => e
+    log "Billing failed for issue ##{issue_id} - #{e.message}"
+    raise e
+  end
+
+  private
+
+  # Aggregate time entries by activity name and sum their hours
+  def aggregate_hours(entries)
+    entries.includes(:activity)
+           .group_by { |e| e.activity&.name }
+           .transform_values { |rows| rows.sum(&:hours) }
+           .compact
+  end
+
+  # Create TimeActivity records in QBO for each activity type with the appropriate hours and link them to the issue's assigned employee and customer
+  def create_time_activities(issue, totals, access_token, qbo)
+    log "Creating TimeActivity records in QBO for issue ##{issue.id}"
+   
+    time_service = Quickbooks::Service::TimeActivity.new( company_id: qbo.realm_id,  access_token: access_token)
+    item_service = Quickbooks::Service::Item.new( company_id: qbo.realm_id, access_token: access_token )
+    
+    totals.each do |activity_name, hours_float|
+      next if activity_name.blank?
+      next if hours_float.to_f <= 0
+
+      item = find_item(item_service, activity_name)
+      next unless item
+
+      hours, minutes = convert_hours(hours_float)
+
+      time_entry = Quickbooks::Model::TimeActivity.new
+      time_entry.description     = build_description(issue)
+      time_entry.employee_id     = issue.assigned_to.employee_id
+      time_entry.customer_id     = issue.customer_id
+      time_entry.billable_status = "Billable"
+      time_entry.hours           = hours
+      time_entry.minutes         = minutes
+      time_entry.name_of         = "Employee"
+      time_entry.txn_date        = Date.today
+      time_entry.hourly_rate     = item.unit_price
+      time_entry.item_id         = item.id
+
+      log "Creating TimeActivity for #{activity_name} (#{hours}h #{minutes}m)"
+
+      time_service.create(time_entry)
+    end
+  end
+
+  # Convert a decimal hours float into separate hours and minutes components for QBO TimeActivity
+  def convert_hours(hours_float)
+    total_minutes = (hours_float.to_f * 60).round
+    hours = total_minutes / 60
+    minutes = total_minutes % 60
+    [hours, minutes]
+  end
+
+  # Build a descriptive string for the TimeActivity based on the issue's tracker, ID, subject, and completion status
+  def build_description(issue)
+    base = "#{issue.tracker} ##{issue.id}: #{issue.subject}"
+    return base if issue.closed?
+    "#{base} (Partial @ #{issue.done_ratio}%)"
+  end
+
+  # Find an item in QBO by name, escaping single quotes to prevent query issues. Returns nil if not found.
+  def find_item(item_service, name)
+    safe = name.gsub("'", "\\\\'")
+    item_service.query("SELECT * FROM Item WHERE Name = '#{safe}'").first
+  end
+
+  def log(msg)
+    Rails.logger.info "[BillIssueTimeJob] #{msg}"
+  end
+end

app/jobs/customer_sync_job.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.
+
+class CustomerSyncJob < ApplicationJob
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  # Perform a full sync of all customers, or an incremental sync of only those updated since the last sync
+  def perform(full_sync: false, id: nil)
+    qbo = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
+
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for customer ##{id || 'all'}..."
+
+    service = CustomerSyncService.new(qbo: qbo)
+
+    if id.present?
+      service.sync_by_id(id)
+    else
+      service.sync(full_sync: full_sync)
+    end
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[CustomerSyncJob] #{msg}"
+  end
+end

app/jobs/employee_sync_job.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.
+
+class EmployeeSyncJob < ApplicationJob
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  # Performs a sync of employees from QuickBooks Online.
+  def perform(full_sync: false, id: nil)
+    qbo = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
+
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for employee ##{id || 'all'}..."
+
+    service = EmployeeSyncService.new(qbo: qbo)
+
+    if id.present?
+      service.sync_by_id(id)
+    else
+      service.sync(full_sync: full_sync)
+    end
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[EmployeeSyncJob] #{msg}"
+  end
+end

app/jobs/estimate_sync_job.rb

@@ -1,42 +1,38 @@
-#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.
-
+
-require_dependency 'issue'
+class EstimateSyncJob < ApplicationJob
-
+  queue_as :default
-# Patches Redmine's Issues dynamically.  
+  retry_on StandardError, wait: 5.minutes, attempts: 5
-# Adds a relationships
+
-module IssuePatch
+  # Performs a sync of estimates from QuickBooks Online.
-  def self.included(base) # :nodoc:
+  def perform(full_sync: false, id: nil, doc_number: nil)
-    base.extend(ClassMethods)
+    qbo = QboConnectionService.current!
-
+    raise "No QBO configuration found" unless qbo
-    base.send(:include, InstanceMethods)
+
-
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for estimate ##{id || doc_number || 'all'}..."
-    # Same as typing in the class 
+
-    base.class_eval do
+    service = EstimateSyncService.new(qbo: qbo)
-      unloadable # Send unloadable so it will not be unloaded in development
+
-      belongs_to :qbo_customer, primary_key: :id
+    if id.present?
-      belongs_to :qbo_item, primary_key: :id
+      service.sync_by_id(id)
-      belongs_to :qbo_estimate, primary_key: :id
+    elsif doc_number.present?
-      belongs_to :qbo_invoice, primary_key: :id
+      service.sync_by_doc(doc_number)
-    end
+    else
-  end
+      service.sync(full_sync: full_sync)
-    
+    end
-  module ClassMethods
+  end
-    
+
-  end
+  private
-  
+
-  module InstanceMethods
+  def log(msg)
-  
+    Rails.logger.info "[EstimateSyncJob] #{msg}"
-  end
+  end
-  
+end
-end    
-
-# Add module to Issue
-Issue.send(:include, IssuePatch)

app/jobs/invoice_sync_job.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:
 #
@@ -8,30 +8,29 @@
 #
 #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
+class InvoiceSyncJob < ApplicationJob
-  unloadable
+  queue_as :default
-  has_many :users
+  retry_on StandardError, wait: 5.minutes, attempts: 5
-  attr_accessible :name
+
-  validates_presence_of :id, :name
+  # Performs a sync of invoices from QuickBooks Online.
-  
+  def perform(full_sync: false, id: nil)
-  def self.get_base
+    qbo = QboConnectionService.current!
-    Qbo.get_base(:employee)
+    raise "No QBO configuration found" unless qbo
-  end
+
-  
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for invoice ##{id || 'all'}..."
-  def self.update_all 
+
-    employees = get_base.service.all
+    service = InvoiceSyncService.new(qbo: qbo)
-    
+
-    transaction do
+    if id.present?
-      # Update the item table
+      service.sync_by_id(id)
-      employees.each { |employee|
+    else
-        qbo_employee = 	find_or_create_by(id: employee.id)
+      service.sync(full_sync: full_sync)
-        qbo_employee.name = employee.display_name
-        qbo_employee.id = employee.id
-        qbo_employee.save!
-      }
     end
-    
-    #remove deleted employees
-    where.not(employees.map(&:id)).destroy_all
   end
-end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[InvoiceSyncJob] #{msg}"
+  end
+end

app/jobs/qbo_sync_dispatcher.rb

@@ -0,0 +1,41 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class QboSyncDispatcher
+
+  SYNC_JOBS = [
+    CustomerSyncJob,
+    EstimateSyncJob,
+    InvoiceSyncJob,
+    EmployeeSyncJob
+  ].freeze
+
+  # Dispatches all synchronization jobs to perform a full sync of QuickBooks entities with the local database. Each job is enqueued with the `full_sync` flag set to true.
+  def self.full_sync!
+
+    jobs = SYNC_JOBS.dup
+
+    # Allow other plugins to add addtional sync jobs via Hooks
+    Redmine::Hook.call_hook( :qbo_full_sync ).each do |context|
+        next unless context
+        jobs.push context
+        log "Added additionals QBO Sync Job for #{contex.to_s}"
+    end
+
+    jobs.each { |job| job.perform_later(full_sync: true) }
+  end
+
+  private
+
+  def self.log(msg)
+    Rails.logger.info "[QboSyncDispatcher] #{msg}"
+  end
+  
+end

app/jobs/qbo_webhook_processor.rb

@@ -0,0 +1,42 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class QboWebhookProcessor
+
+  # Processes the incoming QuickBooks webhook request by validating the signature and enqueuing a background job to handle the webhook payload. Raises an error if the signature is invalid.
+  def self.process!(request:)
+    body = request.raw_post
+    signature = request.headers['intuit-signature']
+    secret = Setting.plugin_redmine_qbo['settingsWebhookToken']
+
+    raise "Invalid signature" unless valid_signature?(body, signature, secret)
+
+    WebhookProcessJob.perform_later(body)
+  end
+
+  private
+
+  # Validates the QuickBooks webhook request by computing the HMAC signature and comparing it to the provided signature. Returns false if either the signature or secret is blank, or if the computed signature does not match the provided signature.
+  def self.valid_signature?(body, signature, secret)
+    return false if signature.blank? || secret.blank?
+    log "Validating signature"
+
+    digest = OpenSSL::Digest.new('sha256')
+    computed = Base64.strict_encode64(
+      OpenSSL::HMAC.digest(digest, secret, body)
+    )
+
+    ActiveSupport::SecurityUtils.secure_compare(computed, signature)
+  end
+
+  def self.log(msg)
+    Rails.logger.info "[QboWebhookProcessor] #{msg}"
+  end
+end

app/jobs/webhook_process_job.rb

@@ -0,0 +1,75 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class WebhookProcessJob < ActiveJob::Base
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  ALLOWED_ENTITIES = %w[
+    Customer
+    Invoice
+    Estimate
+    Employee
+  ].freeze
+
+  # Process incoming QBO webhook notifications and sync relevant data to Redmine
+  def perform(raw_body)
+    log "Received webhook: #{raw_body}"
+    data = JSON.parse(raw_body)
+
+    data.fetch('eventNotifications', []).each do |notification|
+      entities = notification.dig('dataChangeEvent', 'entities') || []
+
+      entities.each do |entity|
+        process_entity(entity)
+      end
+    end
+
+    Qbo.update_time_stamp
+  end
+
+  private
+
+  # Process a single entity from the webhook payload and sync it to Redmine if it's an allowed type
+  def process_entity(entity)
+    log "Processing entity: #{entity}"
+    name = entity['name']
+    id   = entity['id']&.to_i
+
+    entities = ALLOWED_ENTITIES.dup
+    # Allow other plugins to add addtional qbo entities via Hooks
+    Redmine::Hook.call_hook( :qbo_additional_entities ).each do |context|
+        next unless context
+        entities.push context
+        log "Added additional QBO entities: #{context}"
+    end
+    return unless entities.include?(name)
+
+    model = name.safe_constantize
+    return unless model
+
+    if entity['deletedId']
+      model.delete(entity['deletedId'])
+      return
+    end
+
+    if entity['operation'] == "Delete"
+      model.delete(id)
+    else
+      model.sync_by_id(id)
+    end
+  rescue => e
+    log "#{e.message}"
+  end
+
+  def log(msg)
+    Rails.logger.info "[WebhookProcessJob] #{msg}"
+  end
+end

app/models/concerns/quickbooks_oauth.rb

@@ -0,0 +1,101 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+module QuickbooksOauth
+  extend ActiveSupport::Concern
+
+  #== Instance Methods
+
+  # This method will attempt to execute the block and if it encounters an OAuth2::Error or Quickbooks::AuthorizationFailure it will attempt to refresh the token and retry the block.  It will try this up to 3 times before giving up and raising an exception.
+  def perform_authenticated_request(&block)
+    attempts = 0
+    begin
+      yield oauth_access_token
+    rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
+      log "perform_authenticated_request: #{ex.message}"
+
+      # to prevent an infinite loop here keep a counter and bail out after N times...
+      attempts += 1
+
+      raise "QuickbooksOauth:ExceededAuthAttempts" if attempts >= 3
+
+      # check if its an invalid_grant first, but assume it is for now
+      refresh_token!
+
+      retry
+    end
+  end
+
+  # This method will attempt to refresh the access token and update the record with the new access token, refresh token and their respective expiration times.  If the refresh token expires in more than 0 seconds then we will set the refresh token expiration time to that value, otherwise we will set it to 100 days from now.
+  def refresh_token!
+    log "refresh_token!"
+    t = oauth_access_token
+    refreshed = t.refresh!
+
+    if refreshed.params['x_refresh_token_expires_in'].to_i > 0
+      oauth2_refresh_token_expires_at = Time.now + refreshed.params['x_refresh_token_expires_in'].to_i.seconds
+    else
+      oauth2_refresh_token_expires_at = 100.days.from_now
+    end
+
+    log "refresh_token!: #{oauth2_refresh_token_expires_at}"
+
+    update!(
+      oauth2_access_token: refreshed.token,
+      oauth2_access_token_expires_at: Time.at(refreshed.expires_at),
+      oauth2_refresh_token: refreshed.refresh_token,
+      oauth2_refresh_token_expires_at: oauth2_refresh_token_expires_at
+    )
+  end
+
+  # This method will return an instance of the OAuth2::Client class that is configured with the consumer key, consumer secret and the appropriate URLs for the Intuit OAuth2 service.  It will also set the sandbox mode based on the plugin settings.
+  def oauth_client
+    self.class.construct_oauth2_client
+  end
+
+  # This method will return an instance of the OAuth2::AccessToken class that is configured with the current access token, refresh token and the OAuth2 client.  This access token can be used to make authenticated requests to the Intuit API.
+  def oauth_access_token
+    OAuth2::AccessToken.new(oauth_client, oauth2_access_token, refresh_token: oauth2_refresh_token)
+  end
+
+  # This method is an alias for the oauth_access_token method and is used to provide a more intuitive name for the access token when making authenticated requests.
+  def consumer
+    oauth_access_token
+  end
+
+  module ClassMethods
+
+    # This method will construct and return an instance of the OAuth2::Client class that is configured with the consumer key, consumer secret and the appropriate URLs for the Intuit OAuth2 service.  It will also set the sandbox mode based on the plugin settings.  This method is used by the instance method oauth_client to create a new OAuth2 client for each instance of the model that includes this concern.
+    def construct_oauth2_client
+
+      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
+      log "Sandbox mode: #{Quickbooks.sandbox_mode}"
+
+      options = {
+        site: "https://appcenter.intuit.com/connect/oauth2",
+        authorize_url: "https://appcenter.intuit.com/connect/oauth2",
+        token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer"
+      }
+      OAuth2::Client.new(oauth_consumer_key, oauth_consumer_secret, options)
+    end
+
+  end
+
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[QuickbooksOauth] #{msg}"
+  end
+end

app/models/customer.rb

@@ -0,0 +1,126 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class Customer < QboBaseModel
+
+  include Redmine::Acts::Searchable
+  include Redmine::Acts::Event  
+
+  has_many :issues
+  has_many :invoices
+  has_many :estimates
+  validates_presence_of :name
+  before_validation :normalize_phone_numbers
+  self.primary_key = :id
+  qbo_sync push: true
+  
+  acts_as_searchable columns: %w[name phone_number mobile_phone_number ],
+                     scope: ->(_context) { left_joins(:project) },
+                     date_column: :updated_at
+
+  acts_as_event :title => Proc.new {|o| "#{o}"},
+                :url => Proc.new {|o| { :controller => 'customers', :action => 'show', :id => o.id} },
+                :type => :to_s,
+                :description => Proc.new {|o| "#{I18n.t :label_primary_phone}: #{o.phone_number} #{I18n.t:label_mobile_phone}: #{o.mobile_phone_number}"},
+                :datetime => Proc.new {|o| o.updated_at || o.created_at}
+
+  # Returns the customer's email address
+  def email
+    details
+    return @details&.email_address&.address
+  end
+  
+  # Updates the customer's email address
+  def email=(s)
+    details
+    @details.email_address = s
+  end
+  
+  # Customers are not bound by a project
+  # but we need to implement this method for the Redmine::Acts::Searchable interface
+  def project
+    nil
+  end
+
+  # returns the customer's mobile phone
+  def mobile_phone
+    details
+    return @details&.mobile_phone&.free_form_number
+  end
+  
+  # Updates the custome's mobile phone number
+  def mobile_phone=(n)
+    details
+    pn = Quickbooks::Model::TelephoneNumber.new
+    pn.free_form_number = n
+    @details.mobile_phone = pn
+  end
+
+  # Updates Both local DB name & QBO display_name
+  def name=(s)
+    details
+    @details.display_name = s
+    super
+  end
+
+  # Normalizes phone numbers by removing non-digit characters. This method is called before validation to ensure that phone numbers are stored in a consistent format, which can help with searching and integration with external systems like QuickBooks Online.
+  def normalize_phone_numbers
+    self.phone_number = phone_number.to_s.gsub(/\D/, '') if phone_number.present?
+    self.mobile_phone_number = mobile_phone_number.to_s.gsub(/\D/, '') if mobile_phone_number.present?
+  end
+
+  # Sets the notes for the customer
+  def notes=(s)
+    details
+    @details.notes = s
+  end
+
+  # returns the customer's primary phone
+  def primary_phone
+    details
+    return @details&.primary_phone&.free_form_number
+  end
+  
+  # Updates the customer's primary phone number
+  def primary_phone=(n)
+    details
+    pn = Quickbooks::Model::TelephoneNumber.new
+    pn.free_form_number = n
+    @details.primary_phone = pn
+  end
+
+  # Seach for customers by name or phone number
+  def self.search(search)
+    #return none if search.blank?
+    search = sanitize_sql_like(search)
+    where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
+  end
+
+  # Override the defult redmine seach method to rank results by id
+  def self.search_result_ranks_and_ids(tokens, user, project = nil, options = {})
+    return {} if tokens.blank?
+
+    scope = self.all
+
+    tokens.each do |token|
+      scope = scope.search(token)
+    end
+
+    ids = scope.distinct.limit(options[:limit] || 100).pluck(:id)
+    ids.index_with { |id| id }
+  end
+  
+  # returns a human readable string
+  def to_s
+    last4 = phone_number&.last(4)
+    last4.present? ? "#{name} - #{last4}" : name.to_s
+  end
+  
+end

app/models/customer_token.rb

@@ -0,0 +1,56 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class CustomerToken < ApplicationRecord
+  belongs_to :issue
+
+  validates :issue_id, presence: true
+  validates :token, presence: true, uniqueness: true
+
+  before_validation :generate_token, on: :create
+  before_validation :generate_expire_date, on: :create
+
+  scope :active, -> { where("expires_at > ?", Time.current) }
+
+  TOKEN_EXPIRATION = 1.month
+
+  # Check if the token has expired
+  def expired?
+    expires_at.present? && expires_at <= Time.current
+  end
+
+  # Remove expired tokens from the database
+  def self.remove_expired_tokens
+    where("expires_at <= ?", Time.current).delete_all
+  end
+
+  # Get or create a token for the given issue
+  def self.get_token(issue)
+    return unless issue
+    return unless User.current.allowed_to?(:view_issues, issue.project)
+
+    token = active.find_by(issue_id: issue.id)
+    return token if token
+
+    create!(issue: issue)
+  end
+
+  private
+
+  # Generate a unique token for the customer
+  def generate_token
+    self.token ||= SecureRandom.urlsafe_base64(32)
+  end
+
+  # Generate an expiration date for the token
+  def generate_expire_date
+    self.expires_at ||= Time.current + TOKEN_EXPIRATION
+  end
+end

app/models/employee.rb

@@ -0,0 +1,18 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class Employee < QboBaseModel
+
+  has_many :users
+  validates_presence_of :id, :name
+  self.primary_key = :id
+  qbo_sync push: false
+  
+end

app/models/estimate.rb

@@ -0,0 +1,29 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class Estimate < QboBaseModel
+
+  has_and_belongs_to_many :issues
+  belongs_to :customer 
+  validates_presence_of :doc_number, :id
+  self.primary_key = :id
+  qbo_sync push: false
+
+  # returns a human readable string
+  def to_s
+    return self[:doc_number]
+  end
+
+  # sync only one estimate
+  def self.sync_by_doc_number(number)
+    EstimateSyncJob.perform_later(doc_number: number)
+  end
+  
+end

app/models/invoice.rb

@@ -0,0 +1,25 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class Invoice < QboBaseModel
+
+  has_and_belongs_to_many :issues
+  belongs_to :customer
+  validates :id, presence: true, uniqueness: true
+  validates :doc_number, :txn_date, presence: true
+  self.primary_key = :id
+  qbo_sync push: false
+
+  # Return the invoice's document number as its string representation
+  def to_s
+    doc_number
+  end
+
+end

app/models/qbo.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -9,35 +9,38 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class Qbo < ActiveRecord::Base
-  unloadable
+    
-  validates_presence_of :qb_token, :qb_secret, :company_id, :token_expires_at, :reconnect_token_at
+  include QuickbooksOauth
+  include Redmine::I18n
 
-  QB_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
+  validate :single_record_only, on: :create
-  QB_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
+  
-
+  # Updates last sync time stamp
-  # Quickbooks Config Info
+  def self.update_time_stamp
-  $qb_oauth_consumer = OAuth::Consumer.new(QB_KEY, QB_SECRET, {
+    date = DateTime.now
-    :site                 => "https://oauth.intuit.com",
+    log "Updating QBO timestamp to #{date}"
-    :request_token_path   => "/oauth/v1/get_request_token",
+    qbo = QboConnectionService.current!
-    :authorize_url        => "https://appcenter.intuit.com/Connect/Begin",
+    qbo.last_sync = date
-    :access_token_path    => "/oauth/v1/get_access_token"
+    qbo.save
-  })
-
-  # Configure quickbooks-ruby-base to access our database
-  Quickbooks::Base.configure do |c|
-      c.persistent_token = 'qb_token'
-      c.persistent_secret = 'qb_secret'
-      c.persistent_company_id =  'company_id'
-   end
-
-  # Get a quickbooks base object for type
-  # @params type of base
-  def self.get_base(type)
-    Quickbooks::Base.new(first, type)
   end
-   
+  
-   # Get the QBO account
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
-  def self.get_account
+  def self.last_sync
-    first
+    qbo = QboConnectionService.current!
+    return I18n.t(:label_qbo_never_synced) unless qbo&.last_sync
+    format_time(qbo.last_sync)
   end
+
+  private
+
+  # Logs a message with a QBO-specific prefix for easier identification in the logs.
+  def self.log(msg)
+    logger.info "[QBO] #{msg}"
+  end
+
+  # Validates that only one QBO connection record exists in the database. Adds an error if a record already exists.
+  def single_record_only
+    errors.add(:base, "Only one QBO connection allowed") if Qbo.exists?
+  end
+
 end

app/models/qbo_base_model.rb

@@ -0,0 +1,126 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class QboBaseModel < ActiveRecord::Base
+
+  include Redmine::I18n
+
+  self.abstract_class = true
+  validates_presence_of :id
+  class_attribute :qbo_push_enabled, default: true
+  attr_accessor :skip_qbo_push
+  before_validation :push_to_qbo, on: :create, if: :push_to_qbo?
+  after_commit :push_to_qbo, on: :update, if: :push_to_qbo?
+
+  # Returns the details of the entity. 
+  # If the details have already been fetched, it returns the cached version. 
+  # Otherwise, it fetches the details from QuickBooks Online and caches them for future use. 
+  # This method is used to access the entity's information in a way that minimizes unnecessary API calls to QBO, improving performance and reducing latency.
+  def details
+    @details ||= begin
+      xml = Rails.cache.fetch(details_cache_key, expires_in: 10.minutes) do
+        fetch_details.to_xml_ns
+      end
+      qbo_model_class.from_xml(xml)
+    end
+  end
+
+  # Generates a unique cache key for storing this customer's QBO details.
+  def details_cache_key
+    "#{model_name.name}:#{id}:qbo_details:#{updated_at.to_i}"
+  end
+
+  # Returns the last sync time formatted for display. 
+  # If no sync has occurred, returns a default message.
+  def self.last_sync
+    return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
+    format_time(maximum(:updated_at))
+  end
+
+  # Magic Method
+  # Maps Get/Set methods to QBO entity object
+  def method_missing(method_name, *args, &block)
+    if qbo_model_class.method_defined?(method_name)
+      details
+      @details.public_send(method_name, *args, &block)
+    else
+      super
+    end
+  end
+
+  def push_to_qbo?
+    log "qbo_push_enabled #{self.class.qbo_push_enabled}"
+    log "skip_qbo_push #{skip_qbo_push}"
+
+    self.class.qbo_push_enabled && skip_qbo_push != true
+  end
+
+  # Repsonds to missing methods by delegating to the QBO entity calss if the method is defined there.
+  # This allows for dynamic access to any attributes or methods of the QBO customer without having to explicitly define them in the Subclass model, providing flexibility and reducing boilerplate code.
+  def respond_to_missing?(method_name, include_private = false)
+    qbo_model_class.method_defined?(method_name) || super
+  end
+
+  # Sync all entities, typically triggered by a scheduled task or manual sync request
+  def self.sync
+    job = "#{model_name.name}SyncJob".constantize
+    job.perform_later(full_sync: true)
+  end
+
+  # Sync a single entity by ID, typically triggered by a webhook notification or manual sync request
+  def self.sync_by_id(id)
+    job = "#{model_name.name}SyncJob".constantize
+    job.perform_later(id: id)
+  end
+
+  # Flag used to update local without pushing to QBO.
+  # This is used to prevent loops with the webhook
+  def skip_qbo_push?
+     !!skip_qbo_push
+  end
+
+  def self.qbo_sync(push: true)
+    self.qbo_push_enabled = push
+  end
+
+  private
+  
+  # Log messages with a standarized prefix
+  def log(msg)
+    Rails.logger.info "[#{model_name.name}] #{msg}"
+  end
+
+  # Fetches the entity's details from QuickBooks Online. 
+  def fetch_details
+    log "Fetching details for #{model_name.name} ##{id} from QBO..."
+    qbo = QboConnectionService.current!
+    service_class.new(qbo: qbo, local: self).pull()
+  end
+
+  # Pushs the entity's details from QuickBooks Online.
+  def push_to_qbo
+    log "Starting push for #{model_name.name} ##{id}..."
+    qbo = QboConnectionService.current!
+    reslut = service_class.new(qbo: qbo, local: self).push
+    Rails.cache.delete(details_cache_key)
+    return reslut
+  end
+
+  # Dynamically get the Quickbooks Model Class
+  def qbo_model_class
+    @qbo_model_class ||= "Quickbooks::Model::#{model_name.name}".constantize
+  end
+
+  # Dynamically get the Service Class
+  def service_class
+    @service_class ||= "#{model_name.name}Service".constantize
+  end
+
+end

app/models/qbo_invoice.rb

@@ -1,46 +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 QboInvoice < ActiveRecord::Base
-  unloadable
-  has_many :issues
-  attr_accessible :doc_number
-  validates_presence_of :id, :doc_number
-  
-  def self.get_base
-    Qbo.get_base(:invoice)
-  end
-  
-  def self.update_all
-    #Pull the invoices from the quickbooks server
-    invoices = get_base.service.all
-    
-    # Update the invoice table 
-    transaction do
-      invoices.each { | invoice | 
-        qbo_invoice = find_or_create_by(id: invoice.id) 
-	qbo_invoice.doc_number = invoice.doc_number 
-	qbo_invoice.id = invoice.id
-	qbo_invoice.save! 
-      }
-    end 
-    
-    #remove deleted invoices 
-    where.not(invoices.map(&:id)).destroy_all
-  end
-  
-  def self.update(id)
-    # Update the item table
-    invoice = get_base.service.fetch_by_id(id)
-      qbo_invoice = find_or_create_by(id: id)
-      qbo_invoice.doc_number = invoice.doc_number
-      qbo_invoice.save!
-  end
-end

app/services/customer_service.rb

@@ -0,0 +1,20 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class CustomerService < ServiceBase
+
+  private 
+
+  def build_qbo_remote
+    log "Building new QBO Customer"
+    Quickbooks::Model::Customer.new
+  end
+
+end

app/services/customer_sync_service.rb

@@ -0,0 +1,29 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class CustomerSyncService < SyncServiceBase
+
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Customer
+  end
+
+  # Determine if the local entity should be deleted (e.g. if it's marked inactive in QBO)
+  def destroy_local?(remote)
+    !remote.active?
+  end
+
+  map_attribute :name, :display_name
+  map_phone :phone_number, :primary_phone
+  map_phone :mobile_phone_number, :mobile_phone
+
+end

app/services/employee_sync_service.rb

@@ -0,0 +1,27 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class EmployeeSyncService < SyncServiceBase
+
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Employee
+  end
+
+  # Determine if the local entity should be deleted (e.g. if it's marked inactive in QBO)
+  def destroy_local?(remote)
+    !remote.active?
+  end
+
+  map_attribute :name, :display_name
+
+end

app/services/estimate_pdf_service.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 EstimatePdfService < PdfServiceBase
+
+  def self.model_class
+    Estimate
+  end
+
+end

app/services/estimate_sync_service.rb

@@ -0,0 +1,23 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class EstimateSyncService < SyncServiceBase
+  
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Estimate
+  end
+
+  map_attributes :doc_number, :txn_date
+  map_belongs_to :customer
+
+end

app/services/invoice_attachment_service.rb

@@ -0,0 +1,62 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class InvoiceAttachmentService
+
+  def initialize(invoice, remote)
+    @invoice = invoice
+    @remote  = remote
+  end
+
+  # Attach invoice to issues based on issue IDs found in the invoice's private note and line descriptions
+  def attach
+    extract_issue_ids.each do |issue_id|
+      log "Processing issue ##{issue_id} for invoice ##{@invoice.doc_number}"
+      
+      issue = Issue.find_by(id: issue_id)
+      next unless issue
+      next unless issue.customer&.id == @invoice.customer&.id
+
+      unless issue.invoices.exists?(@invoice.id)
+        issue.invoices << @invoice
+        issue.save! if issue.changed?
+        log "Attached invoice ##{@invoice.id} to issue ##{issue.id}"
+      end
+
+      InvoiceCustomFieldSyncService.new(issue, @invoice, @remote).sync
+    end
+  end
+
+  private
+
+  # Extract issue IDs from the invoice's private note and line descriptions
+  def extract_issue_ids
+    ids = []
+
+    if @remote.private_note.present?
+      ids += scan(@remote.private_note)
+    end
+
+    Array(@remote.line_items).each do |line|
+      ids += scan(line.description.to_s)
+    end
+
+    ids.uniq
+  end
+
+  # Scan text for issue IDs in the format #123
+  def scan(text)
+    text.scan(/#(\d+)/).flatten.map(&:to_i)
+  end
+
+  def log(msg)
+    Rails.logger.info "[InvoiceAttachmentService] #{msg}"
+  end
+end

app/services/invoice_custom_field_sync_service.rb

@@ -0,0 +1,69 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class InvoiceCustomFieldSyncService
+
+  def initialize(issue, invoice, remote)
+    @issue   = issue
+    @invoice = invoice
+    @remote = remote
+  end
+
+  # Sync custom fields on the issue based on the invoice data, then push changes to QBO if any fields were updated
+  def sync
+    return if @invoice.qbo_sync_locked?
+
+    log "Syncing custom fields for issue ##{@issue.id} based on invoice ##{@invoice.doc_number}"
+
+    changed = false
+
+    # Process Invoice Custom Fields via Hooks
+    Redmine::Hook.call_hook(
+      :process_invoice_custom_fields,
+      issue: @issue,
+      invoice: @remote
+    ).each do |context|
+        next unless context
+        changed ||= context[:is_changed]
+        log "Custom fields updated by hook, marking invoice for push to QBO" if context[:is_changed]
+    end
+
+    # Process Issue Custom Values from any issue custom fields that match the invoice custom fields
+    begin
+      value = @issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
+      
+      # Check to see if the value is blank...
+      if not value.value.to_s.blank?
+        # Check to see if the value is diffrent
+        if not cf.string_value.to_s.eql? value.value.to_s
+          # update the custom field on the invoice
+          cf.string_value = value.value.to_s
+          is_changed = true
+        end
+      end
+    rescue
+      # Nothing to do here, there is no match
+    end
+
+    push_if_changed if changed
+  end
+
+  private
+
+  # If any custom fields were changed during the sync process, this method will trigger a push of the invoice data to QuickBooks Online to ensure that the remote data stays in sync with the local changes. It uses the InvoicePushService to handle the actual communication with QBO.
+  def push_if_changed
+    InvoicePushService.new(@invoice).push
+  end
+
+  def log(msg)
+    Rails.logger.info "[InvoiceCustomFieldSyncService] #{msg}"
+  end
+  
+end

app/services/invoice_pdf_service.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 InvoicePdfService < PdfServiceBase
+
+  def self.model_class
+    Invoice
+  end
+
+end

app/services/invoice_push_service.rb

@@ -0,0 +1,47 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class InvoicePushService
+  
+  def initialize(invoice)
+    @invoice = invoice
+  end
+
+  # Push invoice changes to QBO if the invoice is linked to any issues with custom field changes that need to be synced
+  def push
+    return if @invoice.qbo_sync_locked?
+
+    log "Pushing invoice ##{@invoice.id} to QBO due to linked issue custom field changes"
+
+    @invoice.update_column(:qbo_sync_locked, true)
+
+    qbo = QboConnectionService.current!
+
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Invoice.new( company_id: qbo.realm_id, access_token: access_token)
+
+      remote = service.fetch_by_id(@invoice.id)
+
+      # modify remote object here if needed
+
+      service.update(remote)
+    end
+  rescue => e
+    Rails.logger.error "[InvoicePushService] #{e.message}"
+  ensure
+    @invoice.update_column(:qbo_sync_locked, false)
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[InvoicePushService] #{msg}"
+  end
+end

app/services/invoice_sync_service.rb

@@ -0,0 +1,30 @@
+#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 InvoiceSyncService < SyncServiceBase
+  
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Invoice
+  end
+
+  # Attach QBO Invoices to the local Issues
+  def attach_documents(local, remote)
+    InvoiceAttachmentService.new(local, remote).attach
+  end
+
+  map_attributes :balance, :doc_number, :due_date, :txn_date
+  map_attribute :total_amount, :total
+  map_attribute :qbo_updated_at, "meta_data.last_updated_time"
+  map_belongs_to :customer
+
+end

app/services/pdf_service_base.rb

@@ -0,0 +1,66 @@
+#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 PdfServiceBase
+  
+  require 'combine_pdf'
+
+  # Subclasses should initialize with a QBO client instance
+  def initialize(qbo:)
+    @qbo = qbo
+    @entity = self.class.model_class
+  end
+
+  # Subclasses must implement this to specify which document model to download pdf (e.g. Estimate, Invoice)
+  def self.model_class
+    raise NotImplementedError
+  end
+
+  # Fetches the PDF for the given entity IDs. If multiple IDs are provided, their PDFs are combined into a single document.
+  def fetch_pdf(doc_ids:)
+    log "Fetching PDFs for #{@entity} IDs: #{doc_ids.join(', ')}"
+    @qbo.perform_authenticated_request do |access_token|
+      service_class = "Quickbooks::Service::#{@entity.name}".constantize
+      service = service_class.new(company_id: @qbo.realm_id, access_token: access_token)
+      
+      return single_pdf(service, doc_ids.first) if doc_ids.size == 1
+
+      combined_pdf(service, doc_ids)
+    end
+  end
+
+  private
+
+  # Fetches a single PDF for the given invoice ID.
+  def single_pdf(service, id)
+    log "Fetching PDF for #{@entity} ID: #{id}"
+    entity = service.fetch_by_id(id)
+    [service.pdf(entity), entity.doc_number]
+  end
+
+  # Combines PDFs for multiple entity IDs into a single PDF document and returns it along with a reference string.
+  def combined_pdf(service, ids)
+    log "Combining PDFs for #{@entity} IDs: #{ids.join(', ')}"
+    pdf = CombinePDF.new
+    ref = []
+
+    ids.each do |id|
+      entity = service.fetch_by_id(id)
+      ref << entity.doc_number
+      pdf << CombinePDF.parse(service.pdf(entity))
+    end
+
+    [pdf.to_pdf, ref.join(" ")]
+  end
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[#{@entity}PdfService] #{msg}"
+  end
+end

app/services/qbo_connection_service.rb

@@ -0,0 +1,32 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class QboConnectionService
+
+  # Replaces the existing QBO connection with new credentials. Deletes all existing records and creates a new one with the provided token, refresh token, and realm ID. Refreshes the token immediately after creation.
+  def self.replace!(token:, refresh_token:, realm_id:)
+    Qbo.transaction do
+      Qbo.destroy_all
+      qbo = Qbo.create!(
+        oauth2_access_token: token,
+        oauth2_refresh_token: refresh_token,
+        realm_id: realm_id
+      )
+      qbo.refresh_token!
+      qbo
+    end
+  end
+
+  # Returns the current QBO connection record. Raises an error if no connection exists.
+  def self.current!
+    Qbo.first || raise("QBO not connected")
+  end
+
+end

app/services/qbo_oauth_service.rb

@@ -0,0 +1,33 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class QboOauthService
+
+  # Generates the QuickBooks OAuth authorization URL with the specified callback URL. The URL includes necessary parameters such as response type, state, and scope.
+  def self.authorization_url(callback_url:)
+    client.auth_code.authorize_url(
+      redirect_uri: callback_url,
+      response_type: "code",
+      state: SecureRandom.hex(12),
+      scope: "com.intuit.quickbooks.accounting"
+    )
+  end
+
+  # Exchanges the authorization code for access and refresh tokens. Creates or replaces the QBO connection record with the new credentials and refreshes the token immediately after creation.
+  def self.exchange!(code:, callback_url:, realm_id:)
+    resp = client.auth_code.get_token(code, redirect_uri: callback_url)
+    QboConnectionService.replace!( token: resp.token, refresh_token: resp.refresh_token, realm_id: realm_id )
+  end
+
+  # Constructs and returns an OAuth2 client instance configured with the application's credentials and settings.
+  def self.client
+    Qbo.construct_oauth2_client
+  end
+end

app/services/service_base.rb

@@ -0,0 +1,82 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class ServiceBase
+
+  # Subclasses should Initializes the service with a QBO client and a local record. 
+  # The QBO client is used to communicate with QuickBooks Online, while the local record contains the data that needs to be pushed to QBO. 
+  # If no local is provided, the service will not perform any operations.
+  def initialize(qbo:, local: nil)
+    @entity = local.class.name
+    raise "No QBO configuration found" unless qbo
+    raise "#{@entity} record is required for push operation" unless local
+    @qbo = qbo
+    @local = local
+  end
+
+  # Subclasses must implement this to build a new QBO entity if a remote is not found
+  def build_qbo_remote
+    raise NotImplementedError
+  end
+
+  # Pulls the Item data from QuickBooks Online. 
+  def pull
+    return build_qbo_remote unless @local.present?
+    return build_qbo_remote unless @local.id
+    log "Fetching details for #{@entity} ##{@local.id} from QBO..."
+    with_qbo_service do |service|
+      service.fetch_by_id(@local.id)
+    end
+  rescue => e
+    log "Fetch failed for #{@local.id}: #{e.message}"
+    build_qbo_remote
+  end
+
+   # Pushes the Item data to QuickBooks Online. 
+   # This method handles the communication with QBO, including authentication and error handling. 
+   # It uses the QBO client to send the remote data and logs the process for monitoring and debugging purposes. 
+   # If the push is successful, it returns the remote record; otherwise, it logs the error and returns false.
+  def push
+    log "Pushing #{@entity} ##{@local.id} to QBO..."
+    remote = with_qbo_service do |service|
+      if @local.id.present?
+        log "Updating #{@entity}"
+        service.update(@local.details)
+      else
+        log "Creating #{@entity}"
+        service.create(@local.details)
+      end
+    end
+    @local.id = remote.id unless @local.persisted?
+    log "Push for remote ##{@local.id} completed."
+    @local
+  end
+
+  private 
+
+  # Performs authenticaed requests with QBO service
+  def with_qbo_service
+    @qbo.perform_authenticated_request do |access_token|
+      service = service_class.new( company_id: @qbo.realm_id, access_token: access_token )
+      yield service
+    end
+  end
+
+  # Log messages with the entity type for better traceability
+  def log(msg)
+    Rails.logger.info "[#{@entity}Service] #{msg}"
+  end
+
+  # Dynamically get the Quickbooks Service Class
+  def service_class
+    @service_class ||= "Quickbooks::Service::#{@entity}".constantize
+  end
+
+end

app/services/sync_service_base.rb

@@ -0,0 +1,256 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class SyncServiceBase
+  PAGE_SIZE = 1000
+
+  # Subclasses should initialize with a QBO client instance
+  def initialize(qbo:)
+    raise "No QBO configuration found" unless qbo
+    @qbo = qbo
+    @entity = self.class.model_class
+    @page_size = self.class.page_size 
+  end
+
+  # Subclasses can implement this to overide the default page size
+  def self.page_size
+    @page_size = PAGE_SIZE
+  end
+
+  # Subclasses must implement this to specify which local model they sync (e.g. Customer, Invoice)
+  def self.model_class
+    raise NotImplementedError
+  end
+
+  # Sync all entities, or only those updated since the last sync
+  def sync(full_sync: false)
+    log "Starting #{full_sync ? 'full' : 'incremental'} #{@entity.name} sync with page size of: #{@page_size}"
+    with_qbo_service do |service|
+      query = build_query(full_sync)  
+      service.query_in_batches(query, per_page: @page_size) do |batch|
+        entries = Array(batch)
+        log "Processing batch of #{entries.size} #{@entity.name}"
+        entries.each do |remote|
+          persist(remote)
+        end
+      end
+    end
+
+    log "#{@entity.name} sync complete"
+  end
+
+  # Sync a single entity by its QBO ID (webhook usage)
+  def sync_by_id(id)
+    log "Syncing #{@entity.name} with ID #{id}"
+    with_qbo_service do |service|
+      remote = service.fetch_by_id(id)
+      persist(remote)
+    end
+  end
+
+  private
+
+  def attach_documents(local, remote)
+    # Override in subclasses if the entity has attachments (e.g. Invoice)
+  end
+
+  # Builds a QBO query for retrieving entities
+  def build_query(full_sync)
+    if full_sync
+      "SELECT * FROM #{@entity.name} ORDER BY Id"
+    else
+      last_update = @entity.maximum(:updated_at) || 1.year.ago
+
+      <<~SQL.squish
+        SELECT * FROM #{@entity.name}
+        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
+        ORDER BY MetaData.LastUpdatedTime
+      SQL
+    end
+  end
+
+  # Determine if a remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
+  def destroy_local?(remote)
+    false
+  end
+
+  def extract_value(remote, remote_attr)
+    case remote_attr
+    when Proc
+      remote_attr.call(remote)
+    else
+      remote.public_send(remote_attr)
+    end
+  end
+
+  # Attribute Mapping DSL
+  #
+  # This DSL defines how attributes from a QuickBooks Online (QBO) entity
+  # are mapped onto a local ActiveRecord model during synchronization.
+  #
+  # Each mapping registers a lambda in `attribute_map`. When a remote QBO
+  # object is processed, the lambda is executed to extract and transform
+  # the value that will be assigned to the local model attribute.
+  #
+  # The DSL supports several mapping patterns:
+  #
+  # 1. Direct attribute mapping (same name)
+  #
+  #      map_attribute :doc_number
+  #
+  #    Equivalent to:
+  #
+  #      local.doc_number = remote.doc_number
+  #
+  # 2. Renamed attribute mapping
+  #
+  #      map_attribute :total_amount, :total
+  #
+  #    Equivalent to:
+  #
+  #      local.total_amount = remote.total
+  #
+  # 3. Custom transformation logic
+  #
+  #      map_attribute :qbo_updated_at do |remote|
+  #        remote.meta_data&.last_updated_time
+  #      end
+  #
+  #    Useful for nested fields or computed values.
+  #
+  # 4. Bulk attribute mapping
+  #
+  #      map_attributes :doc_number, :txn_date, :due_date
+  #
+  #    Convenience helper that maps multiple attributes with identical names.
+  #
+  # 5. Foreign key / reference mapping
+  #
+  #      map_belongs_to :customer
+  #
+  #    Resolves a QBO reference object (e.g. `customer_ref.value`) and finds
+  #    the associated local ActiveRecord model.
+  #
+  # 6. Specialized helpers
+  #
+  #      map_phone :phone_number, :primary_phone
+  #
+  #    Extracts and normalizes phone numbers by stripping non-digit characters.
+  #
+  # Internally, the mappings are stored in `attribute_map` and executed by the
+  # SyncService during `process_attributes`, which iterates through each mapping
+  # and assigns the computed value to the local record.
+  #
+  # This design keeps synchronization services declarative, readable, and easy
+  # to extend while centralizing transformation logic in a single DSL.
+  class << self
+
+    def map_attributes(*attrs)
+      attrs.each do |attr|
+        map_attribute(attr)
+      end
+    end
+
+
+    def map_attribute(local_attr, remote_attr = nil, &block)
+      attribute_map[local_attr] =
+        if block_given?
+          block
+        elsif remote_attr
+          ->(remote) do
+            remote_attr.to_s.split('.').reduce(remote) do |obj, method|
+              obj&.public_send(method)
+            end
+          end
+        else
+          ->(remote) { remote.public_send(local_attr) }
+        end
+    end
+
+    def attribute_map
+      @attribute_map ||= {}
+    end
+
+    def map_belongs_to(local_attr, ref: nil, model: nil)
+      ref ||= "#{local_attr}_ref"
+      model ||= local_attr.to_s.classify.constantize
+
+      attribute_map[local_attr] = lambda do |remote|
+        ref_obj = remote.public_send(ref)
+        id = ref_obj&.value
+        id ? model.find_by(id: id) : nil
+      end
+    end
+
+    def map_phone(local_attr, remote_attr)
+      attribute_map[local_attr] = lambda do |remote|
+        phone = remote.public_send(remote_attr)
+        phone&.free_form_number&.gsub(/\D/, '')
+      end
+    end
+  end
+
+  # Log messages with the entity type for better traceability
+  def log(msg)
+    Rails.logger.info "[#{@entity.name}SyncService] #{msg}"
+  end
+
+  # Create or update a local entity record based on the QBO remote data
+  def persist(remote)
+    local = @entity.find_or_initialize_by(id: remote.id)
+    
+    if destroy_local?(remote)
+      if local.persisted?
+        local.destroy
+        log "Deleted #{@entity.name} #{remote.id}"
+      end
+      return
+    end
+
+    process_attributes(local, remote)
+    
+    if local.new_record? || local.changed?
+      was_new = local.new_record?
+      local.skip_qbo_push = true
+      local.save!
+      log "#{was_new ? 'Created' : 'Updated'} #{@entity.name} #{remote.id}"
+      attach_documents(local, remote)
+    end
+
+  rescue => e
+    log "Failed to sync #{@entity.name} #{remote.id}: #{e.message}"
+  end
+
+  # Maps remote attributes to local model
+  def process_attributes(local, remote)
+    log "Processing #{@entity} ##{remote.id}"
+
+    self.class.attribute_map.each do |local_attr, mapper|
+      value = mapper.call(remote)
+
+      if local.public_send(local_attr) != value
+        local.public_send("#{local_attr}=", value)
+      end
+    end
+  end
+
+  # Dynamically get the Quickbooks Service Class
+  def service_class
+    @service_class ||= "Quickbooks::Service::#{@entity}".constantize
+  end
+
+  # Performs authenticaed requests with QBO service
+  def with_qbo_service
+    @qbo.perform_authenticated_request do |access_token|
+      service = service_class.new( company_id: @qbo.realm_id, access_token: access_token )
+      yield service
+    end
+  end
+end

app/views/customers/_actions.html.erb

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

app/views/customers/_details.html.erb

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

app/views/customers/_form.html.erb

@@ -0,0 +1,59 @@
+<div class="row">
+  <div class="span6 columns">
+    <fieldset>
+
+      <%= form_for @customer do |f| %> 
+       
+        <div class="clearfix">
+          <%=t(:label_display_name)%> 
+          <div class="input">
+            <%= f.text_field :name, required: true, 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: "customer-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><%=@open_issues.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
+<%= render partial: 'issues/list_simple', locals: {issues: @open_issues.open} %>
+
+<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%> - <%= @closed_hours.round(1)%> <%=t(:label_hours)%></h3>
+<%= render partial: 'issues/list_simple', locals: {issues: @closed_issues} %>

app/views/customers/view.html.erb

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

app/views/estimates/_list.html.erb

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

app/views/estimates/_search.html.erb

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

app/views/estimates/_sidebar.html.erb

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

app/views/invoices/_list.html.erb

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

app/views/issues/_form_hook.html.erb

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

app/views/issues/_history.html.erb

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

app/views/issues/_list_simple.html.erb

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

app/views/issues/_show_details.html.erb

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

app/views/qbo/_footer.html.erb

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

app/views/qbo/_last_sync.html.erb

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

app/views/qbo/_settings.html.erb

@@ -1,7 +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><%= QboConnectionService.current!&.oauth2_access_token_expires_at %>
-     </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><%= QboConnectionService.current!&.oauth2_refresh_token_expires_at %>
      </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%> @ <%= Customer.last_sync %>
+    </div>
+      
+    <div>
+        <b><%=t(:label_employee_count)%>:</b> <%= Employee.count %> @ <%= Employee.last_sync %>
+    </div>
+    
+    <div>
+        <b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %> @ <%= Invoice.last_sync%>
+    </div>
+    
+    <div>
+        <b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %> @ <%= Estimate.last_sync %>
+    </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

@@ -1,55 +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>
-    <%= form_for @qbo do |f|%>   
-      <div>
-        <%= f.label "Customer Count:"+@qbo_customer_count.to_s%>
-        <br/>
-        <%= f.select :qbo_customer_id, QboCustomer.all.pluck(:name, :id).sort, :selected => @selected_customer, include_blank: true %>
-      </div>
-      
-      <br/>
-      
-      <div>
-        <%= f.label "Item Count: "+@qbo_item_count.to_s %>
-        <br/>
-        <%= f.select :qbo_item_id, QboItem.all.pluck(:name, :id).sort.reverse, :selected => @selected_item, include_blank: true %>
-      </div>
-      
-      <br/>
-      
-      <div>
-        <%= f.label "Employee Count: "+@qbo_employee_count.to_s %>
-        <br/>
-        <%= f.select :qbo_employee_id, QboEmployee.all.pluck(:name, :id).sort, :selected => @selected_employee, include_blank: true %>
-      </div>
-    
-    
-      <p>
-        <%= f.label "Invoice Count: "+@qbo_invoice_count.to_s %>
-        <br/>
-        <%=f.select :qbo_invoice_id, QboInvoice.all.pluck(:doc_number, :id).sort! {|x, y| y <=> x}, :selected => @selected_invoice, include_blank: true%>
-      </p> 
-      <p>
-        <%= f.label "Estimate Count: "+@qbo_estimate_count.to_s %>
-        <br/>
-        <%=f.select :qbo_estimate_id, QboEstimate.all.pluck(:doc_number, :id).sort! {|x, y| y <=> x}, :selected => @selected_estimate, include_blank: true%>
-       </p>
-    
-      
-    <% end %>    
-    <br/>
-    <br/>
-    <%= link_to "Sync", qbo_sync_path %>
-</body>

app/views/qbo/oauth_callback.html.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+Copyright (c) 2016 - 2026 rick barrette
 
 Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 

app/views/qbo/webhook.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+Copyright (c) 2016 - 2026 rick barrette
 
 Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 
@@ -10,8 +10,4 @@ The above copyright notice and this permission notice shall be included in all c
 THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 -->
 
-<body>
+<h2>QboController#webhook</h2>
-
-    <h2>QboController#sync</h2>
-
-</body>

assets/javascripts/application.js

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

assets/javascripts/autocomplete-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:
 #
@@ -9,10 +9,101 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 # English strings go here for Rails i18n
+# Usage I18n.t(:label)
 en:
-  # my_label: "My label"
+  button_bulk_pdf: "Bulk PDF"
-  field_qbo_customer: "Customer"
+  customer_details: "Customer Details"
-  field_qbo_item: "Item"
+  field_billed: "Billed"
-  field_qbo_employee: "Employee"
+  field_customer: "Customer"
-  field_qbo_invoice: "Invoice"
+  field_customers: "Customers"
-  field_qbo_estimate: "Estimate" 
+  field_employee: "Employee"
+  field_estimate: "Estimate"
+  field_invoice: "Invoice"
+  field_notes: "Notes"
+  label_account_balance: "Account Balance"
+  label_actions: "Actions"
+  label_amount: "Amount"
+  label_appointment: "Add Appointment"
+  label_balance_with_jobs: "Balance With Jobs"
+  label_bill_time: "Bill Time"
+  label_billing_address: "Billing Address"
+  label_billing_enqueued: "Billing has been enqueued for issue"
+  label_billed_success: "Successfully billed "
+  label_client_id: "Intuit QBO OAuth2 Client ID"
+  label_client_secret: "Intuit QBO OAuth2 Client Secret"
+  label_closed_issues: "Closed Issues"
+  label_connected: "Successfully connected to QuickBooks"
+  label_create_estimate: "Create Estimate"
+  label_customer_count: "Customer Count"
+  label_customer_link_expires: "This customer link expires in"
+  label_customers: "Customers"
+  label_delete: "Delete"
+  label_deposit_into: "Deposit to Account"
+  label_details: "Details"
+  label_display_name: "Display Name"
+  label_door: "Door"
+  label_edit: "Edit"
+  label_edit_customer: "Edit Customer"
+  label_email: "Email"
+  label_employee_count: "Employee Count"
+  label_error: "Error"
+  label_estimate_404: "Estimate not found"
+  label_estimate_count: "Estimate Count"
+  label_estimates: "Estimates"
+  label_hours: "Hours"
+  label_invoice_404: "Invoice not found"
+  label_invoice_count: "Invoice Count"
+  label_invoices: "Invoices"
+  label_last_sync: "Last Sync"
+  label_load_customer: "Load Customer"
+  label_make: "Make"
+  label_matching: "Matching"
+  label_mobile_phone: "Mobile Phone"
+  label_model: "Model"
+  label_name: "Name"
+  label_new_customer: "New Customer"
+  label_qbo_never_synced: "Never Synced"
+  label_no_customers: "There are no customers matching the search term(s)."
+  label_no_estimates: "No Estimates"
+  label_no_invoices: "No Invoices"
+  label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
+  label_oauth_expires: "OAuth2 Access Token Expires At"
+  label_oauth_note: "Note: You need to authenticate with QuickBooks after saving your key and secret above."
+  label_open_issues: "Open Issues"
+  label_primary_phone: "Primary Phone"
+  label_qbo_sync_success: "Successfully synced to QuickBooks"
+  label_redmine_qbo: "Redmine QuickBooks"
+  label_sandbox: "Sandbox"
+  label_search: "Search"
+  label_search_customers: "Search Customers"
+  label_search_estimates: "Search Estimates"
+  label_select_all: "Select All"
+  label_share: "Share"
+  label_shipping_address: "Shipping Address"
+  label_sync: "Sync"
+  label_sync_now: "Sync Now"
+  label_syncing: "Syncing QuickBooks"
+  label_trim: "Trim"
+  label_webhook_token: "Intuit QBO Webhook Token"
+  label_week: "Week"
+  label_year: "Year"
+  notice_billing_error_no_customer: "Cannot bill without an assigned customer."
+  notice_billing_error_no_employee: "Cannot bill without an assigned employee."
+  notice_billing_error_no_qbo: "Cannot bill without a QuickBooks connection. Please connect to QuickBooks and try again."
+  notice_customer_created: "Customer created in QuickBooks"
+  notice_customer_deleted: "Customer deleted in QuickBooks"
+  notice_customer_not_deleted: "Customer could not be deleted in QuickBooks"
+  notice_customer_not_found: "Customer not found in QuickBooks"
+  notice_customer_updated: "Customer updated in QuickBooks"
+  notice_error_issue_not_found: "The issue could not be found. Please check the issue and try again."
+  notice_error_project_nil: "The issue's project is nil. Set project to:"
+  notice_error_tracker_nil: "The issue's tracker is nil. Set tracker to:"
+  notice_estimate_created: "Estimate created in QuickBooks"
+  notice_estimate_not_found: "Estimate not found, we are syncing with QuickBooks to find it. Please check back shortly."
+  notice_estimate_updated: "Estimate updated in QuickBooks"
+  notice_forbidden: "You do not have permission to access this resource."
+  notice_invoice_created: "Invoice created in QuickBooks"
+  notice_invoice_not_found: "Invoice not found"
+  notice_invoice_updated: "Invoice updated in QuickBooks"
+  notice_issue_not_found: "Issue not found"
+  warn_ru_sure: "Are you sure?"

config/routes.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,12 +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'
+#manual sync
-get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
+get 'qbo/sync', to: 'qbo#sync'
-get 'qbo/sync', :to => 'qbo#sync'
+
-get 'qbo/estimate/:id', :to => 'estimate#show', as: :estimate
+#webhook
-get 'qbo/invoice/:id', :to => 'invoice#show', as: :invoice
+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

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

db/migrate/009_update_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 UpdateQbos < ActiveRecord::Migration
+class UpdateQbos < ActiveRecord::Migration[5.1]
   def change
     rename_column :qbos, :token, :qb_token
     rename_column :qbos, :secret, :qb_secret

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:
 #
@@ -8,7 +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 UpdateIssuesWithEstimates < ActiveRecord::Migration
+class UpdateIssuesWithEstimates < ActiveRecord::Migration[5.1]
   def change
     add_reference :issues, :qbo_estimate, index: true
   end

db/migrate/011_create_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:
 #
@@ -8,10 +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 CreateQboInvoices < ActiveRecord::Migration
+class CreateQboInvoices < ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_invoices, id: false do |t|
-      t.integer :id, :options => 'PRIMARY KEY'
+      t.integer :id, options: 'PRIMARY KEY'
       t.string :doc_number
     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:
 #
@@ -8,7 +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 UpdateIssuesWithInvoices< ActiveRecord::Migration
+class UpdateIssuesWithInvoices< ActiveRecord::Migration[5.1]
   def change
     add_reference :issues, :qbo_invoice, index: true
   end