Merge branch 'dev' into hooks

This stuff isn't really used for anything

.gitignore

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

Gemfile

@@ -1,8 +1,12 @@
 source 'https://rubygems.org'
 
-gem 'quickbooks-ruby', :git => 'https://github.com/rickbarrette/quickbooks-ruby.git'
-gem 'quickbooks-ruby-base'
-gem 'oauth-plugin'#, '~> 0.5.1'
-gem 'oauth'
+gem 'quickbooks-ruby'
+gem 'oauth2'
 gem 'roxml'
-gem 'nokogiri'
+gem 'will_paginate'
+gem 'rails-jquery-autocomplete'
+gem 'jquery-ui-rails'
+
+group :assets do
+  gem 'coffee-rails'
+end

LICENSE

@@ -1,6 +1,6 @@
 The MIT License (MIT)
 
-Copyright (c) 2016 Rick Barrette
+Copyright (c) 2016 - 2023 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

@@ -1,68 +1,77 @@
-#Redmine Quickbooks Online
+# Redmine Quickbooks Online
 
-A simple plugin for Redmine to connect to Quickbooks Online
+A plugin for Redmine to connect to Quickbooks Online
 
-The goal of this project is to allow redmine to connect with Quickbooks Online to create time activity entries for completed work when an issue is closed.
+The goal of this project is to allow Redmine to connect with Quickbooks Online to create Time Activity Entries for billable hours loged when an Issue is closed.
 
-`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`
+#### Disclaimer
 
-####How it works
-* 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.
+Note: Although the core functionality is complete, this project is still under development & the master branch may be unstable. Tags should be stable and are recommended
 
-##Prerequisites
+Use tags for the following Redmine Versions
+* Version 2.0.0+ for Redmine 5+
+* Version 1.0.0+ for Redmine 4+ 
+* Version 0.8.1 for Redine 3
+
+#### Features
+* Issues can be assigned to a Customer via drop down in the edit Issue form
+  - Once a customer is attached to an Issue, you can attach an Estimate to the issue via a drop down menu
+* Employee is assigned to a user via a drop down in the user admistration page.
+* IF an Issue has been assined a Customer when an Issue is closed the following will happen:
+  - A new Time Activity will be billed agaist the Customer assinged to the issue for each Redmine Time Entery. 
+    + Time Entries will be totalled up by Activity name. This will allow billing for diffrent activities without having to create seperate Issues.
+    + The Time Activity names are used to dynamically lookup Items in Quickbooks.
+    + IF there isn't any Items that match the Activity name it will be skipped, and will not be billed to the Customer 
+  - Labor Rates are set by corresponding the Item in Quickbooks
+* Customers Can be created via the New Customer Page
+  - Customers can be searched by name or phone number
+  - Basic information for the Customer can be viewed/edit via the Customer page
+* Webhook Support
+  - Invoices are automaticly attached to an Issue if a line item has a hashtag number in a Line Item
+    + Invoice Custom Fields are matched Issue Custom Fileds and are automaticly updated in Quickbooks. For example, this is usefull for extracting the Mileage In / Out from the Issue and updating the Invoice with the information.
+  - Customers are automaticly updated in local database
+
+## Prerequisites
 
 * Sign up to become a developer for Intuit https://developer.intuit.com/
 * Create your own aplication to obtain your API keys
+* Set up webhook service to https://redmine.yourdomain.com/qbo/webhook
 
-##The Install
+## The Install
 
-1. To install, clone this repo into your plugin folder
+1. To install, clone this repo into your plugin folder & checkout a tagged version
 
   `git clone git@github.com:rickbarrette/redmine_qbo.git` 
   
+  then
+  
+  `git checkout <tag>`
+  
 2. Migrate your database
 
   `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)
-
 4. After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
 
 5. Assign an Employee to each of your users via the User Administration Page
 
-  ![Alt plugin_user_edit](/Screenshots/plugin_user_edit.png)
-  
 ## 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.
+  To enable automatic Time Activity entries for an Issue , you need only to assign a Customer to an Issue via drop downs in the issue 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 
-
-  ![Alt plugin_top_menu](/Screenshots/plugin_top_menu.png)
+Note: After the inital synchronization, this plugin will recieve push notifications via Intuit's webhook service.
 
 ## TODO
-  * 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
-  * Add link Invoice PDF to issue after creation.
-  * Clean up view hook code, possibly use a controller hook and reder partial views
   * Add Setting for Sandbox Mode
+  * MORE Stuff as I make it up...
 
-##License
+## License
 
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+Copyright (c) 2016 - 2022 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/controllers/customers_controller.rb

@@ -0,0 +1,225 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 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
+  unloadable
+
+  include AuthHelper
+  helper :issues
+  helper :journals
+  helper :projects
+  helper :custom_fields
+  helper :issue_relations
+  helper :watchers
+  helper :attachments
+  helper :queries
+  include QueriesHelper
+  helper :repositories
+  helper :sort
+  include SortHelper
+  helper :timelog
+
+  before_action :add_customer, :only => :new
+  before_action :view_customer, :except => [:new, :view]
+  skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [:view]
+
+  default_search_scope :names
+
+  autocomplete :customer, :name, :full => true, :extra_data => [:id]
+
+  def allowed_params
+    params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
+  end
+
+  # getter method for a customer's invoices
+  # used for customer autocomplete field / issue form
+  def filter_invoices_by_customer
+    @filtered_invoices = Invoice.all.where(customer_id: params[:selected_customer])
+  end
+
+  # getter method for a customer's estimates
+  # used for customer autocomplete field / issue form
+  def filter_estimates_by_customer
+    @filtered_estimates = Estimate.all.where(customer_id: params[:selected_customer])
+  end
+
+  # display a list of all customers
+  def index
+    if params[:search]
+      @customers = Customer.search(params[:search]).paginate(:page => params[:page])
+      if only_one_non_zero?(@customers)
+        redirect_to @customers.first
+      end
+    end
+  end
+
+  # initialize a new customer
+  def new
+    @customer = Customer.new
+  end
+
+  # create a new customer
+  def create
+    @customer = Customer.new(allowed_params)
+    if @customer.save
+      flash[:notice] = "New Customer Created"
+      redirect_to @customer
+    else
+      flash[:error] = @customer.errors.full_messages.to_sentence
+      redirect_to new_customer_path
+    end
+  end
+
+  # display a specific customer
+  def show
+    begin
+      @customer = Customer.find_by_id(params[:id])
+      @issues = @customer.issues.order(id: :desc)
+      @billing_address = address_to_s(@customer.billing_address)
+      @shipping_address = address_to_s(@customer.shipping_address)
+      @closed_issues = (@issues - @issues.open)
+      @hours = 0
+      @closed_hours = 0
+      @issues.open.each { |i| @hours+= i.total_spent_hours }
+      @closed_issues.each { |i| @closed_hours+= i.total_spent_hours }
+    rescue 
+      render_404
+    end
+  end
+
+  # return an HTML form for editing a customer
+  def edit
+    begin
+      @customer = Customer.find_by_id(params[:id])
+    rescue 
+      render_404
+    end
+  end
+
+  # update a specific customer
+  def update
+    begin
+      @customer = Customer.find_by_id(params[:id])
+      if @customer.update(allowed_params)
+        flash[:notice] = "Customer updated"
+        redirect_to @customer
+      else
+        redirect_to edit_customer_path
+        flash[:error] = @customer.errors.full_messages.to_sentence if @customer.errors
+      end
+    rescue 
+      render_404
+    end
+  end
+
+  # delete a customer
+  def destroy
+    begin
+      Customer.find_by_id(params[:id]).destroy
+      flash[:notice] = "Customer deleted successfully"
+      redirect_to action: :index
+    rescue 
+      render_404
+    end
+  end
+
+  # creates new customer view tokens, removes expired tokens & redirects to newly created customer view with new token.
+  def share
+
+    Thread.new do
+      logger.debug "Removing expired customer tokens"
+      CustomerToken.remove_expired_tokens
+      ActiveRecord::Base.connection.close
+    end
+
+    begin
+      issue = Issue.find_by_id(params[:id])
+      redirect_to view_path issue.share_token.token
+    rescue
+      render_404
+    end
+  end
+  
+  # displays an issue for a customer with a provided security CustomerToken
+  def view
+
+    User.current = User.find_by lastname: 'Anonymous'
+
+    @token = CustomerToken.find_by token: params[:token]
+    begin
+      @token.destroy if @token.expired?
+      raise "Token Expired" if @token.destroyed
+      
+      session[:token] = @token.token
+      @issue = Issue.find @token.issue_id
+      @journals = @issue.journals.
+        preload(:details).
+        preload(:user => :email_address).
+        reorder(:created_on, :id).to_a
+      @journals.each_with_index {|j,i| j.indice = i+1}
+      @journals.reject!(&:private_notes?) unless User.current.allowed_to?(:view_private_notes, @issue.project)
+      Journal.preload_journals_details_custom_fields(@journals)
+      @journals.select! {|journal| journal.notes? || journal.visible_details.any?}
+      @journals.reverse! if User.current.wants_comments_in_reverse_order?
+
+      @changesets = @issue.changesets.visible.preload(:repository, :user).to_a
+      @changesets.reverse! if User.current.wants_comments_in_reverse_order?
+
+      @relations = @issue.relations.select {|r| r.other_issue(@issue) && r.other_issue(@issue).visible? }
+      @allowed_statuses = @issue.new_statuses_allowed_to(User.current)
+      @priorities = IssuePriority.active
+      @time_entry = TimeEntry.new(:issue => @issue, :project => @issue.project)
+      @relation = IssueRelation.new
+    rescue
+      render_403
+    end
+  end
+
+  private
+
+  # redmine permission - add customers
+  def add_customer
+    global_check_permission(:add_customers)
+  end
+
+  # redmine permission - view customers
+  def view_customer
+    global_check_permission(:view_customers)
+  end
+
+  # checks to see if there is only one item  in an array
+  # @return true if array only has one item
+  def only_one_non_zero?( array )
+    found_non_zero = false
+    array.each do |val|
+      if val!=0
+        return false if found_non_zero
+        found_non_zero = true
+      end
+    end
+    found_non_zero
+  end
+
+  # format a quickbooks address to a human readable string
+  def address_to_s (address)
+    return if address.nil?
+    string = address.line1 if address.line1
+    string << "\n" + address.line2 if address.line2
+    string << "\n" + address.line3 if address.line3
+    string << "\n" + address.line4 if address.line4
+    string << "\n" + address.line5 if address.line5
+    string << " " + address.city if address.city
+    string << ", " + address.country_sub_division_code if address.country_sub_division_code
+    string << " " + address.postal_code if address.postal_code
+    return string
+  end
+
+end

app/controllers/estimate_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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:
 #
@@ -10,13 +10,41 @@
 class EstimateController < ApplicationController
   unloadable
   
+  include AuthHelper
+  
+  before_action :require_user, :unless => proc {|c| session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
+
+  def get_estimate
+    estimate = Estimate.find_by_id(params[:id]) if params[:id]
+    estimate = Estimate.find_by_doc_number(params[:search]) if params[:search]
+    return estimate
+  end
+  
   #
   # Downloads and forwards the estimate pdf
   #
   def show
-    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"
+    estimate = get_estimate
+
+    begin
+      send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+    rescue
+      redirect_to :back, :flash => { :error => "Estimate not found" }
+    end
+  end
+
+  #
+  # Downloads estimate by document number
+  #
+  def doc
+    estimate = get_estimate
+    
+    begin
+      send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+    rescue
+      redirect_to :back, :flash => { :error => "Estimate not found" }
+    end
   end
 
 end

app/controllers/invoice_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2023 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:
 #
@@ -10,12 +10,25 @@
 class InvoiceController < ApplicationController
   unloadable
   
-   #
+  include AuthHelper
+  
+  before_action :require_user, :unless => proc {|c| session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
+  
+  #
   # Downloads and forwards the invoice pdf
   #
   def show
-    base = QboInvoice.get_base.service
-    @pdf = base.pdf(base.fetch_by_id(params[:id]))
-    send_data @pdf, filename: "invoice.pdf", :disposition => 'inline', :type => "application/pdf"
+    begin
+      qbo = Qbo.first
+        qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+        invoice = service.fetch_by_id(params[:id])
+        @pdf = service.pdf(invoice)
+        send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+      end
+    rescue
+      redirect_to :back, :flash => { :error => "Invoice not found" }
+    end
   end
 end

app/controllers/qbo_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2023 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:
 #
@@ -11,68 +11,145 @@
 class QboController < ApplicationController
   unloadable
   
-  #
-  # Called when the QBO Top Menu us shown
-  #
-  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
+  require 'openssl'
+  
+  include AuthHelper
+  
+  before_action :require_user, :except => :webhook
+  skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [:webhook]
+
+  def allowed_params
+    params.permit(:code, :state, :realmId, :id)
   end
 
   #
   # Called when the user requests that Redmine to connect to QBO
   #
   def authenticate
-    callback = request.base_url + qbo_oauth_callback_path
-    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
+    oauth2_client = Qbo.construct_oauth2_client
+    callback = Setting.host_name + "/qbo/oauth_callback/" 
+    grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: callback, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
+    redirect_to grant_url
   end
   
   #
   # Called by QBO after authentication has been processed
   #
   def oauth_callback
-    at = session[:qb_request_token].get_access_token(:oauth_verifier => params[:oauth_verifier])
-    token = at.token
-    secret = at.secret
-    realm_id = params['realmId']
+    if params[:state].present?
+      oauth2_client = Qbo.construct_oauth2_client
+      # use the state value to retrieve from your backend any information you need to identify the customer in your system
+      redirect_uri = Setting.host_name + "/qbo/oauth_callback/"
+      if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
         
-    #There can only be one...
-    Qbo.destroy_all
+        # Remove the last authentication information
+        Qbo.delete_all
         
-    # Save the authentication information 
-    qbo = Qbo.new
-    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" }
+        # Save the authentication information 
+        qbo = Qbo.new
+        qbo.update(oauth2_access_token: resp.token, oauth2_refresh_token: resp.refresh_token, realm_id: params[:realmId])
+        qbo.refresh_token!
+        
+        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
+        
+      end
+    end
+  end
+  
+  # Manual Billing
+  def bill
+    i = Issue.find_by_id params[:id]
+    if i.customer
+      i.bill_time
+      redirect_to i, :flash => { :notice => "Successfully Billed #{i.customer.name}" }
     else
-      redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
+      redirect_to i, :flash => { :error => "Cannot bill without a customer assigned" }
+    end
+  end
+  
+  # Quickbooks Webhook Callback
+  def webhook
+
+    logger.info "Quickbooks is calling webhook"
+    
+    # check the payload
+    signature = request.headers['intuit-signature']
+    key = Setting.plugin_redmine_qbo['settingsWebhookToken']
+    data = request.body.read
+    hash = Base64.encode64(OpenSSL::HMAC.digest(OpenSSL::Digest::Digest.new('sha256'), key, data)).strip()
+    
+    # proceed if the request is good
+    if hash.eql? signature
+      if request.headers['content-type'] == 'application/json'
+        data = JSON.parse(data)
+      else
+        # application/x-www-form-urlencoded
+        data = params.as_json
+      end
+      # Process the information
+      entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
+      entities.each do |entity|
+        id = entity['id'].to_i
+        name = entity['name']
+       
+        logger.debug "Casting #{name.constantize} to obj"
+
+        # Magicly initialize the correct class
+        obj = name.constantize
+
+        # for merge events
+        obj.destroy(entity['deletedId']) if entity['deletedId']
+        
+        #Check to see if we are deleting a record
+        if entity['operation'].eql? "Delete"
+            obj.destroy(id)
+        #if not then update!
+        else
+          begin
+            obj.sync_by_id(id)
+          rescue => e
+            logger.error "Failed to call sync_by_id on obj"
+            logger.error e.message
+            logger.error e.backtrace.join("\n")
+          end
+        end
+      end
+      
+      # Record that last time we updated
+      Qbo.update_time_stamp
+      
+      # The webhook doesn't require a response but let's make sure we don't send anything
+      render :nothing => true
+    else
+      render nothing: true, status: 400
     end
 
+    logger.info "Quickbooks webhook complete"
   end
 
   #
   # Synchronizes the QboCustomer table with QBO
   #
   def sync
-    if Qbo.exists?
-      QboCustomer.update_all
-      QboItem.update_all
-      QboEmployee.update_all
-      QboEstimate.update_all
-      QboInvoice.update_all
-      QboPurchase.update_all
+    logger.info "Syncing EVERYTHING"
+    # Update info in background
+    Thread.new do
+      if Qbo.exists?
+        Customer.sync
+        Invoice.sync
+        Employee.sync
+        Estimate.sync
+        
+        # Record the last sync time
+        Qbo.update_time_stamp
+      end
+      ActiveRecord::Base.connection.close
     end
 
-    redirect_to qbo_path(:redmine_qbo), :flash => { :notice => "Successfully synced to Quickbooks" }
+    redirect_to :home, :flash => { :notice => "Syncing Quickbooks" }
   end
 end

app/helpers/auth_helper.rb

@@ -0,0 +1,53 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2017 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 AuthHelper
+
+  def require_user
+    return unless session[:token].nil?
+    if !User.current.logged?
+      render_403
+    end
+  end
+  
+  def allowed_to?(action)
+    return false if User.current.nil?
+    project = Project.find(params[:project_id])
+    return false if project.nil?
+    return true if User.current.allowed_to?(action, project)
+    false
+  end
+  
+  def check_permission(permission)
+    if !allowed_to?(permission)
+      render_403
+    end
+  end
+  
+  
+  def global_check_permission(permission)
+    if !globaly_allowed_to?(permission)
+      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/models/concerns/quickbooks_oauth.rb

@@ -0,0 +1,80 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2023 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
+
+  OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
+  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
+
+  #== Instance Methods
+
+  def perform_authenticated_request(&block)
+    attempts = 0
+    begin
+      yield oauth_access_token
+    rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
+      Rails.logger.info("QuickbooksOauth.perform: #{ex.message}")
+
+      # to prevent an infinite loop here keep a counter and bail out after N times...
+      attempts += 1
+
+      raise "QuickbooksOauth:ExceededAuthAttempts" if attempts >= 3
+
+      # check if its an invalid_grant first, but assume it is for now
+      refresh_token!
+
+      retry
+    end
+  end
+
+  def refresh_token!
+    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
+
+    update!(
+      oauth2_access_token: refreshed.token,
+      oauth2_access_token_expires_at: Time.at(refreshed.expires_at),
+      oauth2_refresh_token: refreshed.refresh_token,
+      oauth2_refresh_token_expires_at: oauth2_refresh_token_expires_at
+    )
+  end
+
+  def oauth_client
+    self.class.construct_oauth2_client
+  end
+
+  def oauth_access_token
+    OAuth2::AccessToken.new(oauth_client, oauth2_access_token, refresh_token: oauth2_refresh_token)
+  end
+
+  def consumer
+    oauth_access_token
+  end
+
+  module ClassMethods
+
+    def construct_oauth2_client
+      options = {
+        site: "https://appcenter.intuit.com/connect/oauth2",
+        authorize_url: "https://appcenter.intuit.com/connect/oauth2",
+        token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer"
+      }
+      OAuth2::Client.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, options)
+    end
+
+  end
+end

app/models/customer.rb

@@ -0,0 +1,236 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2023 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class Customer < ActiveRecord::Base
+  unloadable
+  
+  has_many :issues
+  has_many :purchases
+  has_many :invoices
+  has_many :estimates
+ 
+  validates_presence_of :id, :name
+  
+  self.primary_key = :id
+  
+  # returns a human readable string
+  def to_s
+    return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
+  end
+  
+  # Convenience Method
+  # returns the customer's email
+  def email
+    pull unless @details
+    begin
+      return @details.email_address.address
+    rescue
+      return nil
+    end
+  end
+  
+  # Convenience Method
+  # Sets the email
+  def email=(s)
+    pull unless @details
+    @details.email_address = s
+  end
+  
+  # Convenience Method
+  # returns the customer's primary phone
+  def primary_phone
+    pull unless @details
+    begin
+      return @details.primary_phone.free_form_number
+    rescue
+      return nil
+    end
+  end
+  
+  # Convenience Method
+  # Updates the customer's primary phone number
+  def primary_phone=(n)
+    pull unless @details
+    pn = Quickbooks::Model::TelephoneNumber.new
+    pn.free_form_number = n
+    @details.primary_phone = pn
+    #update our locally stored number too
+    update_phone_number
+  end
+  
+  # Convenience Method
+  # returns the customer's mobile phone
+  def mobile_phone
+    pull unless @details
+    begin
+      return @details.mobile_phone.free_form_number
+    rescue
+      return nil
+    end
+  end
+  
+  # Convenience Method
+  # Updates the custome's mobile phone number
+  def mobile_phone=(n)
+    pull unless @details
+    pn = Quickbooks::Model::TelephoneNumber.new
+    pn.free_form_number = n
+    @details.mobile_phone = pn
+    #update our locally stored number too
+    update_mobile_phone_number
+  end
+
+  # Convenience Method
+  # Sets the notes
+  def notes=(s)
+    pull unless @details
+    @details.notes = s
+  end
+  
+  # update the localy stored phone number as a plain string with no special chars
+  def update_phone_number
+    begin
+      self.phone_number = self.primary_phone.tr('^0-9', '')
+    rescue
+      return nil
+    end
+  end
+  
+  # update the localy stored phone number as a plain string with no special chars
+  def update_mobile_phone_number
+    begin
+      self.mobile_phone_number = self.mobile_phone.tr('^0-9', '')
+    rescue
+      return nil
+    end
+  end
+  
+  # Convenience Method
+  # Updates Both local DB name & QBO display_name
+  def name=(s)
+    pull unless @details
+    @details.display_name = s
+    super
+  end
+  
+  # Magic Method
+  # Maps Get/Set methods to QBO customer object
+  def method_missing(sym, *arguments)
+    # Check to see if the method exists
+    if Quickbooks::Model::Customer.method_defined?(sym)
+      # download details if required
+      pull unless @details
+      method_name = sym.to_s
+      # Setter
+      if method_name[-1, 1] == "="
+        @details.method(method_name).call(arguments[0])
+      # Getter
+      else
+        return @details.method(method_name).call 
+      end
+    end
+  end
+  
+  # proforms a bruteforce sync operation
+  # This needs to be simplified
+  def self.sync 
+    # Sync ALL customers if the database is empty
+    qbo = Qbo.first
+    customers = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.all
+    end
+    
+    return unless customers
+    
+    customers.each do |c|
+      logger.info "Processing customer #{c.id}"
+      customer = Customer.find_or_create_by(id: c.id)
+      if c.active?
+        if not customer.name.eql? c.display_name
+          customer.name = c.display_name
+          customer.id = c.id
+          customer.save_without_push
+        end
+      else
+        if not c.new_record?
+          customer.delete
+        end
+      end
+    end
+  end
+  
+  # Searchs the database for a customer by name or phone number with out special chars
+  def self.search(search)
+    customers = where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
+    return customers.order(:name)
+  end
+  
+  # proforms a bruteforce sync operation
+  # This needs to be simplified
+  def self.sync_by_id(id) 
+    qbo = Qbo.first
+    customer = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.fetch_by_id(id)
+    end
+
+    return unless customer
+
+    customer = Customer.find_or_create_by(id: customer.id)
+    if customer.active?
+      if not customer.name.eql? customer.display_name
+        customer.name = customer.display_name
+        customer.id = customer.id
+        customer.save_without_push
+      end
+    else
+      if not customer.new_record?
+        customer.delete
+      end
+    end
+  end
+  
+  # Push the updates
+  def save_with_push
+    begin
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
+        serivce.update(@details)
+      end
+      #raise "QBO Fault" if @details.fault?
+      self.id = @details.id
+    rescue Exception => e
+      errors.add(e.message)
+    end
+    save_without_push
+  end
+  
+  alias_method :save_without_push, :save
+  alias_method :save, :save_with_push
+  
+  private
+  
+  # pull the details
+  def pull
+    begin
+      raise Exception unless self.id
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
+        service.fetch_by_id(self.id)
+      end
+    rescue Exception => e
+      @details = Quickbooks::Model::Customer.new
+    end
+  end
+  
+end

app/models/customer_token.rb

@@ -0,0 +1,61 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class CustomerToken < ActiveRecord::Base
+  unloadable
+  has_many :issues
+  validates_presence_of :issue_id
+  before_create :generate_token, :generate_expire_date
+  attr_accessor :destroyed
+  after_destroy :mark_as_destroyed
+
+  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE__' + SecureRandom.uuid
+  
+  # generates a random token using the plugin setting settingsOAuthConsumerSecret for salt
+  def generate_token
+    self.token = SecureRandom.base64(15).tr('+/=lIO0', OAUTH_CONSUMER_SECRET)
+  end
+
+  # generates an expiring date
+  def generate_expire_date
+    self.expires_at = Time.now + 1.month
+  end
+
+  # set destroyed flag
+  def mark_as_destroyed
+    self.destroyed = true
+  end
+
+  # purge expired tokens
+  def self.remove_expired_tokens
+    where("expires_at < ?", Time.now).destroy_all
+  end
+  
+  # has the token expired?
+  def expired?
+    self.expires_at < Time.now
+  end
+
+  # Getter convenience method for tokens
+  def self.get_token(issue)
+    
+    # check to see if token exists & if it is expired
+    token = find_by_issue_id issue.id
+    unless token.nil?
+      return token unless token.expired?
+      # remove expired tokens
+      token.destroy
+    end
+
+    # only create new token if we have an issue to attach it to
+    return create(:issue_id => issue.id) if User.current.logged?
+  end
+
+end

app/models/employee.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2023 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:
 #
@@ -8,39 +8,43 @@
 #
 #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
+class Employee < ActiveRecord::Base
   unloadable
-  has_many :issues
-  attr_accessible :doc_number
-  validates_presence_of :id, :doc_number
+  has_many :users
+  validates_presence_of :id, :name
   
-  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! 
-      }
+  def self.sync 
+    qbo = Qbo.first
+    employees = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.all
     end
 
-    #remove deleted invoices 
-    where.not(invoices.map(&:id)).destroy_all
+    return unless employees
+    
+    transaction do
+      # Update the item table
+      employees.each { |e|
+        logger.info "Processing employee #{e.id}"
+        employee = 	find_or_create_by(id: e.id)
+        employee.name = e.display_name
+        employee.id = e.id
+        employee.save!
+      }
+    end
   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!
+  def self.sync_by_id(id)
+    qbo = Qbo.first
+    employee = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.fetch_by_id(id)
+    end
+
+    return unless employee
+    employee = find_or_create_by(id: employee.id)
+    employee.name = employee.display_name
+    employee.id = employee.id
+    employee.save!
   end
 end

app/models/estimate.rb

@@ -0,0 +1,120 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2023 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class Estimate < ActiveRecord::Base
+  unloadable
+  
+  has_and_belongs_to_many :issues
+  belongs_to :customer 
+  validates_presence_of :doc_number, :id
+  self.primary_key = :id
+  
+  # sync all estimates
+  def self.sync
+    logger.debug "Syncing ALL estimates"
+    qbo = Qbo.first
+    estimates = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.all
+    end
+
+    return unless estimates
+
+    estimates.each { |estimate|
+      process_estimate(estimate)
+    }
+
+    #remove deleted estimates
+    where.not(estimates.map(&:id)).destroy_all
+  end
+  
+  # sync only one estimate
+  def self.sync_by_id(id)
+    logger.debug "Syncing estimate #{id}"
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
+      process_estimate(service.fetch_by_id(id))
+    end
+  end
+  
+  # update an estimate
+  def self.update(id)
+    # Update the item table
+    qbo = Qbo.first
+    estimate = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.fetch_by_id(id)
+    end
+
+    return unless estimate
+
+    e = find_or_create_by(id: id)
+    e.doc_number = estimate.doc_number
+    e.txn_date = estimate.txn_date
+    e.save!
+  end
+  
+  # process an estimate into the database
+  def self.process_estimate(qbo_estimate)
+    logger.info "Processing estimate #{qbo_estimate.id}"
+    estimate = find_or_create_by(id: qbo_estimate.id)
+    estimate.doc_number = qbo_estimate.doc_number
+    estimate.customer_id = qbo_estimate.customer_ref.value
+    estimate.id = qbo_estimate.id
+    estimate.txn_date = qbo_estimate.txn_date
+    estimate.save!
+  end
+
+  # download the pdf from quickbooks
+  def pdf
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
+      estimate = service.fetch_by_id(id)
+      service.pdf(estimate)
+    end
+  end
+
+  # Magic Method
+  # Maps Get/Set methods to QBO estimate object
+  def method_missing(sym, *arguments)
+    # Check to see if the method exists
+    if Quickbooks::Model::Estimate.method_defined?(sym)
+      # download details if required
+      pull unless @details
+      method_name = sym.to_s
+      # Setter
+      if method_name[-1, 1] == "="
+        @details.method(method_name).call(arguments[0])
+      # Getter
+      else
+        return @details.method(method_name).call 
+      end
+    end
+  end
+
+  private
+  
+  # pull the details
+  def pull
+    begin
+      raise Exception unless self.id
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
+        service(:estimate).fetch_by_id(self.id)
+      end
+    rescue Exception => e
+      @details = Quickbooks::Model::Estimate.new
+    end
+  end
+  
+end

app/models/invoice.rb

@@ -0,0 +1,190 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2023 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class Invoice < ActiveRecord::Base
+  unloadable
+  has_and_belongs_to_many :issues
+  belongs_to :customer 
+  validates_presence_of :doc_number, :id, :customer_id, :txn_date
+  self.primary_key = :id
+  
+  # sync ALL the invoices
+  def self.sync
+    logger.debug "Syncing all invoices"
+    last = Qbo.first.last_sync
+
+    query = "SELECT Id, DocNumber FROM Invoice"
+    query << " WHERE Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
+  
+    # TODO actually do something with the above query
+    # .all() is never called since count is never initialized
+    qbo = Qbo.first
+    invoices = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.all 
+    end
+
+    return unless invoices
+     
+    invoices.each { | invoice | 
+      process_invoice invoice
+    }
+  end
+  
+  #sync by invoice ID
+  def self.sync_by_id(id)
+    logger.debug "Syncing invoice #{id}"
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+      invoice = service.fetch_by_id(id) 
+      process_invoice invoice
+    end
+  end
+  
+  private
+  
+  # Attach the invoice to the issue
+  def self.attach_to_issue(issue, invoice)
+    return if issue.nil?
+    
+    # skip this issue if the issue customer is not the same as the invoice customer
+    return if issue.customer_id != invoice.customer_ref.value.to_i
+    
+    logger.debug "Attaching invoice #{invoice.id} to issue #{issue.id}"
+    
+    invoice = Invoice.find_or_create_by(id: invoice.id)
+
+    unless issue.invoices.include?(invoice)
+      issue.invoices << invoice
+      issue.save!
+    end
+    
+    compare_custom_fields(issue, invoice)
+  end
+  
+  # processes the invoice into the database
+  def self.process_invoice(i)
+    logger.info "Processing invoice #{i.id}"
+
+    # Load the invoice into the database
+    invoice = Invoice.find_or_create_by(id: i.id)
+    invoice.doc_number = i.doc_number 
+    invoice.id = i.id
+    invoice.customer_id = i.customer_ref
+    invoice.txn_date = i.txn_date
+    invoice.save!
+
+    # Scan the private notes for hashtags and attach to the applicable issues
+    if not i.private_note.nil?
+      i.private_note.scan(/#(\w+)/).flatten.each { |issue|
+        attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
+      }
+    end
+    
+    # Scan the line items for hashtags and attach to the applicable issues
+    i.line_items.each { |line|
+      if line.description
+        line.description.scan(/#(\w+)/).flatten.each { |issue|
+          attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
+        }
+      end
+    }
+  end
+  
+  # compares the custome fields on invoices & issues and updates the invoice as needed
+  #
+  # the issue here is when two or more issues share an invoice with the same custom field, but diffrent values
+  # this condions causes an infinite loop as the webhook is called when an invoice is updated
+  # TODO maybe add a cf_sync_confict flag to invoices
+  def self.compare_custom_fields(issue, invoice)
+
+    logger.debug "Comparing custom fields"
+    # TODO break if Invoice.find(invoice.id).cf_sync_confict
+    is_changed = false
+
+    logger.debug "Calling :process_invoice_custom_fields hook"
+    context = Redmine::Hook.call_hook :process_invoice_custom_fields, { issue: issue, invoice: invoice } 
+
+    unless context.nil?
+      logger.debug "We have a context!"
+      context= context.first
+      issue = context[:issue]
+      invoice = context[:invoice]
+      is_changed = context[:is_changed]
+    end
+      
+    # Custom Values
+    begin
+      value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
+      
+      # Check to see if the value is blank...
+      if not value.value.to_s.blank?
+        # Check to see if the value is diffrent
+        if not cf.string_value.to_s.eql? value.value.to_s
+          # update the custom field on the invoice
+          cf.string_value = value.value.to_s
+          is_changed = true
+        end
+      end
+    rescue
+      # Nothing to do here, there is no match
+    end
+
+    # Push updates
+    begin
+      logger.debug "Trying to update invoice"
+      qbo = Qbo.first
+      qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+        service.update(invoice) if is_changed
+      end
+    rescue
+      # Do nothing, probaly custome field sync confict on the invoice. 
+      # This is a problem with how it's billed
+      # TODO Add notes in memo area
+      # TODO flag Invoice.cf_sync_confict here
+      logger.error "Failed to update invoice"
+    end
+  end
+
+  # Magic Method
+  # Maps Get/Set methods to QBO invoice object
+  def method_missing(sym, *arguments)
+    # Check to see if the method exists
+    if Quickbooks::Model::Invoice.method_defined?(sym)
+      # download details if required
+      pull unless @details
+      method_name = sym.to_s
+      # Setter
+      if method_name[-1, 1] == "="
+        @details.method(method_name).call(arguments[0])
+      # Getter
+      else
+        return @details.method(method_name).call 
+      end
+    end
+  end
+  
+  # pull the details from quickbooks
+  def pull
+    begin
+      raise Exception unless self.id
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+        service.fetch_by_id(self.id)
+      end
+    rescue Exception => e
+      @details = Quickbooks::Model::Invoice.new
+    end
+  end
+    
+end

app/models/qbo.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2023 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:
 #
@@ -10,34 +10,19 @@
 
 class Qbo < ActiveRecord::Base
   unloadable
-  validates_presence_of :qb_token, :qb_secret, :company_id, :token_expires_at, :reconnect_token_at
     
-  QB_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
-  QB_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
+  include QuickbooksOauth
   
-  # Quickbooks Config Info
-  $qb_oauth_consumer = OAuth::Consumer.new(QB_KEY, QB_SECRET, {
-    :site                 => "https://oauth.intuit.com",
-    :request_token_path   => "/oauth/v1/get_request_token",
-    :authorize_url        => "https://appcenter.intuit.com/Connect/Begin",
-    :access_token_path    => "/oauth/v1/get_access_token"
-  })
-
-  # 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)
+  # Updates last sync time stamp
+  def self.update_time_stamp
+    date = DateTime.now
+    logger.info "Updating QBO timestamp to #{date}"
+    qbo = Qbo.first
+    qbo.last_sync = date
+    qbo.save
   end
   
-   # Get the QBO account
-  def self.get_account
-    first
+  def self.last_sync
+    format_time(Qbo.first.last_sync)
   end
 end

app/models/qbo_purchase.rb

@@ -1,47 +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 QboPurchase < ActiveRecord::Base
-  unloadable
-  belongs_to :issues
-  belongs_to :qbo_customer
-  attr_accessible :description
-  validates_presence_of :id, :line_id, :description, :qbo_customer_id
-  
-  def self.get_base
-    Qbo.get_base(:purchase)
-  end
-
-  def self.get_purchase(id)
-    get_base.service.find_by_id(id)
-  end
-
-  def self.update_all
-   QboPurchase.get_base.service.all.each { |purchase|
-      
-      purchase.line_items.all? { |line_item|
-        
-        detail = line_item.account_based_expense_line_detail ? line_item.account_based_expense_line_detail : line_item.item_based_expense_line_detail
-        
-        if detail.billable_status =  "Billable"
-            qbo_purchase = find_or_create_by(id: purchase.id)
-            qbo_purchase.line_id = line_item.id
-            qbo_purchase.description = line_item.description
-            qbo_purchase.qbo_customer_id = detail.customer_ref
-            
-            #TODO attach to issues
-            #qbo_purchase.issue_id = Issue.find_by_invoice()
-            
-            qbo_purchase.save
-        end
-      }
-    }
-  end
-end

app/views/customers/_details.html.erb

@@ -0,0 +1,43 @@
+<table>
+  <tbody>
+    <tr>
+      <th><%=t(:label_email)%></th>
+      <td><%= customer.email %></td>
+    </tr>
+    
+    <tr>
+      <th><%=t(:label_primary_phone)%></th>
+      <td><%= number_to_phone(customer.primary_phone.gsub(/[^\d]/, '').to_i, area_code: true) if customer.primary_phone %></td>
+    </tr>
+    
+    <tr>
+      <th><%=t(:label_mobile_phone)%></th>
+      <td><%= number_to_phone(customer.mobile_phone.gsub(/[^\d]/, '').to_i, area_code: true) if customer.mobile_phone %></td>
+    </tr>
+    
+     <tr>
+        <th><%=t(:label_billing_address)%></th>
+        <td><%= @billing_address %></td>
+    </tr>
+    
+     <tr>
+        <th><%=t(:label_shipping_address)%></th>
+        <td><%= @shipping_address %></td>
+    </tr>
+    
+    <tr>
+        <th><%=t(:label_account_balance)%></th>
+        <td>$<%= customer.balance %></td>
+    </tr>
+    
+    <tr>
+      <th><%=t(:field_notes)%></th>
+      <td><%= customer.notes %></td>
+    </tr>
+  </tbody>
+</table>
+<div style="float: right;">
+  <%= button_to t(:label_edit_customer), edit_customer_path(customer), method: :get%> 
+</div> 
+<br/>
+<br/>

app/views/customers/_form.html.erb

@@ -0,0 +1,60 @@
+<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>  
+              <%= link_to_function content_tag(:span, l(:button_edit), :class => 'icon icon-edit'), '$(this).hide(); $("#issue_description_and_toolbar").show()' unless @customer.new_record? %>
+              <%= content_tag 'span', :id => "issue_description_and_toolbar", :style => (@customer.new_record? ? nil : 'display:none') do %>
+              <%= f.text_area :notes,
+                    :cols => 60,
+                    :rows => 10,
+                    :accesskey => accesskey(:edit),
+                    :class => 'wiki-edit',
+                    :no_label => true %>
+              <% end %>
+            </p>
+            <%= wikitoolbar_for 'issue_description' %>
+          </div>
+        </div>
+        
+       <div class="actions">
+        <%= f.submit %>
+       </div>
+      <% end %>
+
+    </fieldset>
+  </div>
+</div>

app/views/customers/_search.html.erb

@@ -0,0 +1,6 @@
+<%= form_tag(customers_path, :method => "get", id: "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%>
+<%= button_to(t(:label_sync), qbo_sync_path, method: :get) if User.current.admin?%>

app/views/customers/_sidebar.html.erb

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

app/views/customers/edit.html.erb

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

app/views/customers/filter_estimates_by_customer.js.erb

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

app/views/customers/index.html.erb

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

app/views/customers/new.html.erb

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

app/views/customers/show.html.erb

@@ -0,0 +1,38 @@
+<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= @customer.name %> </h2>
+  <div class="issue">
+
+    <div class="splitcontent">
+
+      <div class="splitcontentleft">
+
+        <h4><%=t(:label_details)%>:</h4>
+
+        <%= render :partial => 'customers/details', locals: {customer: @customer} %>
+
+        <div class="splitcontent">
+          <div class="splitcontentleft">
+            <h4><%=t(:estimates)%>:</h4>
+            <%= render :partial => 'estimates/list', locals: {customer: @customer} %>
+          </div>
+
+          <div class="splitcontentleft">
+            <h4><%=t(:label_invoices)%>:</h4>
+            <%= render :partial => 'invoices/list', locals: {customer: @customer} %>
+          </div>
+        </div>
+
+      </div>
+        
+      <div class="splitcontentleft">
+        <% call_hook :show_customer_view_right %>
+      </div>
+    </div>
+
+  </div>
+
+<br/>
+<h3><%=@issues.open.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
+<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
+
+<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%> - <%= @closed_hours.round(1)%> <%=t(:label_hours)%></h3>
+<%= render :partial => 'issues/list_simple', locals: {issues: @closed_issues} %>

app/views/customers/view.html.erb

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

app/views/estimates/_list.html.erb

@@ -0,0 +1,11 @@
+<% if @customer.present? %>
+
+  <% @customer.estimates.order(doc_number: :desc).each do |estimate| %>
+    <div class="row">
+      <b><%= link_to "##{estimate.doc_number}", estimate_path(estimate), target: :_blank %></b> <%= estimate.txn_date %>
+    </div>
+  <% end %>
+
+<% else %>
+  <p><%=t(:label_no_estimates)%>.</p>
+<% end %>

app/views/estimates/_search.html.erb

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

app/views/estimates/_sidebar.html.erb

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

app/views/invoices/_list.html.erb

@@ -0,0 +1,11 @@
+<% if @customer.present? %>
+
+  <% @customer.invoices.order(doc_number: :desc).each do |invoice| %>
+    <div class="row">
+      <b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
+    </div>
+  <% end %>
+
+<% else %>
+  <p><%=t(:label_no_invoices)%>.</p>
+<% end %>

app/views/issues/_form_hook.html.erb

@@ -0,0 +1,15 @@
+<p>
+    <label for="issue_customer"><%= t(:customer) %></label>
+    <%= search_customer %> 
+    <%= customer_id %> 
+    <%= link_to_function(t(:label_load_customer), "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)") %>
+</p> 
+
+<p>
+    <%= select_estimate %>
+</p> 
+
+
+<%# <p> %>
+    <%# <%= call_hook here %> %>
+<%# </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 here %>
+  </div>
+</div>

app/views/qbo/_last_sync.html.erb

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

app/views/qbo/_settings.html.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+Copyright (c) 2022 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 +10,95 @@ 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: '<%= Setting.host_name %>/qbo/authenticate'});
+</script>
+
 <table >
   <tbody>
+  
     <tr>
-      <th>OAuth Consumer Key</th>
+      <th><%=t(:label_client_id)%></th>
       <td>
-        <input type="text" style="width:350px" id="settingsOAuthConsumerKey" 
-                           value="<%= settings['settingsOAuthConsumerKey'] %>" 
-                           name="settings[settingsOAuthConsumerKey]" >
+        <input 
+          type="text" 
+          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"
-                           value="<%= settings['settingsOAuthConsumerSecret'] %>"
-                           name="settings[settingsOAuthConsumerSecret]" >
+        <input 
+          type="text" 
+          style="width:350px" 
+          id="settingsOAuthConsumerSecret"
+          value="<%= settings['settingsOAuthConsumerSecret'] %>"
+          name="settings[settingsOAuthConsumerSecret]" >
       </td>
     </tr>
     
-  </tbody>
-</table>
-
-<br/>
-
-<table>
-  <tbody>
+    <tr>
+      <th><%=t(:label_webhook_token)%></th>
+      <td>
+        <input 
+          type="text" 
+          style="width:350px" 
+          id="settingsWebhookToken"
+          value="<%= settings['settingsWebhookToken'] %>"
+          name="settings[settingsWebhookToken]" >
+      </td>
+    </tr>
 
      <tr>
-       <th>Token Expires At</th>
-       <td><%= if Qbo.exists? then Qbo.first.token_expires_at end %>
-     </tr>
+        <th><%=t(:label_oauth_expires)%></th>
+        <td><%= if Qbo.exists? then Qbo.first.oauth2_access_token_expires_at end %>
+      </tr>
       
-     <tr>
-       <th>Reconnect Token At</th>
-       <td><%= if Qbo.exists? then Qbo.first.reconnect_token_at end  %>
+      <tr>
+        <th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
+        <td><%= if Qbo.exists? then Qbo.first.oauth2_refresh_token_expires_at end %>
      </tr>
 
   </tbody>
 </table>
 
 <br/>
-Note: You need to authenticate after saving your key and secret above
+<%=t(:label_oauth_note)%>
+<br/>
 <br/>
 
-<%= link_to "Authenticate", qbo_authenticate_path, :method => :get  %>
+<!-- this will display a button that the user clicks to start the flow -->
+<ipp:connectToIntuit></ipp:connectToIntuit>
+
+<br/>
+<br/>
+
+<div>
+    <b><%=t(:label_customer_count)%>:</b> <%= Customer.count%>
+    </div>
+      
+    <div>
+        <b><%=t(:label_employee_count)%>:</b> <%= Employee.count %>
+    </div>
+    
+    <div>
+        <b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %>
+    </div>
+    
+    <div>
+        <b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %>
+    </div>
+      
+    <br/>
+    
+    <div>
+        <b><%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to t(:label_sync_now), qbo_sync_path %>
+</div>

app/views/qbo/_sidebar.html.erb

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

app/views/qbo/_stats.html.erb

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

app/views/qbo/authenticate.html.erb

@@ -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/sync.html.erb

@@ -1,17 +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>
-
-    <h2>QboController#sync</h2>
-
-</body>

assets/javascripts/application.js

@@ -0,0 +1,11 @@
+$(function() {
+  $("input#issue_customer_id").on("change", function() {
+    
+    $.ajax({
+      url: "/filter_estimates_by_customer",
+      type: "GET",
+      data: { selected_customer: $("input#issue_customer_id").val() }
+    });
+  });
+    
+});

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);

config/locales/en.yml

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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 +9,75 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 # English strings go here for Rails i18n
+# Usage I18n.t(:label)
 en:
-  # my_label: "My label"
-  field_qbo_customer: "Customer"
-  field_qbo_item: "Item"
-  field_qbo_employee: "Employee"
-  field_qbo_invoice: "Invoice"
-  field_qbo_estimate: "Estimate" 
+  field_customer: "Customer"
+  field_item: "Item"
+  field_employee: "Employee"
+  field_invoice: "Invoice"
+  field_estimate: "Estimate" 
+  field_notes: "Notes"
+  field_billed: "Billed"
+  label_week: "Week"
+  label_search_estimates: "Search Estimates"
+  label_search: "Search"
+  label_estimates: "Estimates"
+  warn_ru_sure: "You sure?"
+  label_delete: "Delete"
+  label_edit: "Edit"
+  label_year: "Year"
+  label_make: " Make"
+  label_model: "Model"
+  label_no_customers: "There are no customers containing the term(s)"
+  label_matching: "Matching "
+  label_open_issues: "Open Issues"
+  label_closed_issues: "Closed Issues"
+  label_sync: "Sync"
+  label_new_customer: "New Customer"
+  label_search_customers: "Search Customers"
+  label_customers: "Customers"
+  label_edit_customer: "Edit Customer"
+  label_email: "Email"
+  label_primary_phone: "Primary Phone"
+  label_mobile_phone: "Mobile Phone"
+  label_billing_address: "Billing Address"
+  label_shipping_address: "Shipping Address"
+  label_account_balance: "Account Balance"
+  label_balance_with_jobs: "Balance With Jobs"
+  label_display_name: "Display Name"
+  label_details: "Details"
+  label_customer_link_expires: "This customer link expires in"
+  label_amount: "Amount"
+  label_deposit_into: "Deposit to Account"
+  label_last_sync: "Last Sync"
+  label_redmine_qbo: "Redmine Quickbooks"
+  label_customer_count: "Customer Count"
+  label_invoice_count: "Invoice Count"
+  label_estimate_count: "Estimate Count"
+  label_item_count: "Item Count"
+  label_employee_count: "Employee Count"
+  label_client_id: "Intuit QBO OAuth2 Client ID"
+  label_client_secret: "Intuit QBO OAuth2 Client Secret"
+  label_webhook_token: "Intuit QBO Webhook Token"
+  label_oauth_expires: "OAuth2 Access Token Expires At"
+  label_oauth_note: "Note: You need to authenticate with Quickbooks after saving your key and secret above"
+  field_customers: "Customers"
+  label_no_estimates: "No Estimates"
+  label_no_invoices: "No Invoices"
+  label_invoices: "Invoices"
+  label_load_customer: "Load Customer"
+  label_door: "Door"
+  label_trim: "Trim"
+  label_bill_time: "Bill Time"
+  label_share: "Share"
+  label_sync_now: "Sync Now"
+  label_invoice_404: "Invoice not found"
+  label_estimate_404: "Estimate not found"
+  label_connected: "Successfully connected to Quickbooks"
+  label_error: "Error"
+  label_billed_success: "Successfully Billed "
+  label_billing_error: "Cannot bill without a customer assigned"
+  label_qbo_sync_success: "Successfully synced to Quickbooks"
+  label_hours: "Hours"
+  label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
+  

config/routes.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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
-# See: http://guides.rubyonrails.org/routing.html
-#
-get 'qbo', :to=> 'qbo#index'
+#authentication
 get 'qbo/authenticate', :to => 'qbo#authenticate'
 get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
+
+#manual sync
 get 'qbo/sync', :to => 'qbo#sync'
-get 'qbo/estimate/:id', :to => 'estimate#show', as: :estimate
-get 'qbo/invoice/:id', :to => 'invoice#show', as: :invoice
+
+#webhook
+post 'qbo/webhook', :to => 'qbo#webhook'
+
+# Estimate & Invoice PDF
+get 'estimates/:id', :to => 'estimate#show', as: :estimate
+get 'estimates/doc/', :to => 'estimate#doc', as: :estimate_doc
+get 'invoices/:id', :to => 'invoice#show', as: :invoice
+
+#manual billing
+get 'bill/:id', :to => 'qbo#bill', as: :bill
+
+#customer issue view
+get 'customers/view/:token', :to => 'customers#view', as: :view
+get 'customers/share/:id', :to => 'customers#share', as: :share
+
+#java script routes
+get 'filter_estimates_by_customer' => 'customers#filter_estimates_by_customer'
+get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer'
+
+resources :customers do
+  get :autocomplete_customer_name, :on => :collection
+end

db/migrate/001_create_qbos.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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) 2022 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 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'

db/migrate/003_update_issues.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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) 2022 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 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'

db/migrate/005_create_qbo_employees.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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 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'

db/migrate/006_update_users.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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) 2022 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 UpdateTimeEntries < ActiveRecord::Migration
+class UpdateTimeEntries < ActiveRecord::Migration[5.1]
   def change
     add_column :time_entries, :qbo_billed, :boolean, :default => false
   end

db/migrate/008_create_qbo_estimates.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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 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'

db/migrate/009_update_qbos.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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) 2022 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) 2022 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 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'

db/migrate/012_update_issues_with_invoices.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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

db/migrate/013_create_qbo_purchases.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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 CreateQboPurchases< ActiveRecord::Migration
+class CreateQboPurchases< ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_purchases, id: false do |t| 
       t.integer :id, :options => 'PRIMARY KEY' 

db/migrate/014_update_customers.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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 UpdateCustomers < ActiveRecord::Migration
+class UpdateCustomers < ActiveRecord::Migration[5.1]
   def change
     add_reference :qbo_customers, :qbo_purchase, index: true
   end

db/migrate/015_update_qbo_purchases.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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 UpdateQboPurchases < ActiveRecord::Migration
+class UpdateQboPurchases < ActiveRecord::Migration[5.1]
   def change
     rename_column :qbo_purchases, :customer_id, :qbo_customer_id
   end

db/migrate/019_qbocustomers_to_customers.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,11 +8,9 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
-module QboHelper
-
-  def qbo_customer_dropdown
-    select = context[:form].select :qbo_customer_id, QboCustomers.all.pluck(:name, :id), :selected => selected, include_blank: true
-    return "<p>#{select}</p>"
+class QbocustomersToCustomers< ActiveRecord::Migration[5.1]
+  def change
+    rename_table :qbo_customers, :customers
+    rename_column :issues, :qbo_customer_id, :customer_id
   end 
-
 end

db/migrate/020_update_qbos_time_stamp.rb

@@ -0,0 +1,15 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class UpdateQbosTimeStamp < ActiveRecord::Migration[5.1]
+  def change
+    add_column :qbos, :last_sync, :datetime 
+  end
+end

db/migrate/021_add_issues_qbo_invoices.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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 +8,20 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
-class QboItem < ActiveRecord::Base
-  unloadable
-  has_many :issues
-  attr_accessible :name
-  validates_presence_of :id, :name
-  
-  def self.get_base
-    Qbo.get_base(:item)
-  end
-  
-  def self.update_all 
-    items = get_base.service.find_by(:type, "Service")
-        
-    transaction do
-      # Update the item table
-      items.each { |item|
-        qbo_item = QboItem.find_or_create_by(id: item.id)
-        qbo_item.name = item.name
-        qbo_item.id = item.id
-        qbo_item.save!
-      }
+class AddIssuesQboInvoices < ActiveRecord::Migration[5.1]
+  def self.up
+    create_table :issues_qbo_invoices, :id => false do |t|
+      t.references :issue
+      t.references :qbo_invoice
     end
     
-    #remove deleted items
-    where.not(items.map(&:id)).destroy_all
+    add_index :issues_qbo_invoices, [:issue_id, :qbo_invoice_id], :unique => true
+    
+    # Now populate it with a SQL one-liner!
+    execute "insert into issues_qbo_invoices(issue_id, qbo_invoice_id) select id, qbo_invoice_id from issues"
+  end
+
+  def self.down
+    drop_table :issues_qbo_invoices
   end
 end

db/migrate/022_update_issues_remove_invoice.rb

@@ -0,0 +1,15 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class UpdateIssuesRemoveInvoice < ActiveRecord::Migration[5.1]
+  def change
+    remove_reference :issues, :qbo_invoice
+  end
+end

db/migrate/023_create_customer_tokens.rb

@@ -0,0 +1,19 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class CreateCustomerTokens < ActiveRecord::Migration[5.1]
+  def change
+    create_table :customer_tokens do |t|
+      t.string :token
+      t.timestamp :expires_at
+      t.references :issue
+    end
+  end
+end

db/migrate/024_update_invoices_and_estimates.rb

@@ -0,0 +1,16 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class UpdateInvoicesAndEstimates < ActiveRecord::Migration[5.1]
+  def change
+    add_reference :qbo_invoices, :customer, index: true
+    add_reference :qbo_estimates, :customer, index: true
+  end
+end

db/migrate/025_update_projects.rb

@@ -0,0 +1,15 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 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 UpdateProjects < ActiveRecord::Migration[5.1]
+  def change
+    add_reference :projects, :customer, index: true
+  end
+end

db/migrate/026_create_line_items.rb

@@ -0,0 +1,26 @@
+#The License
+#
+#Copyright (c) 2022 Rick Barrette - All Rights Reserved
+# 
+#Unauthorized copying of this software and associated documentation files (the "Software"), via any medium is strictly prohibited.
+#
+#Proprietary and confidential
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class CreateLineItems < ActiveRecord::Migration[5.1]
+  def change  
+    create_table :line_items do |t| 
+      t.integer  :item_id
+      t.float    :amount
+      t.string   :description 
+      t.float    :unit_price 
+      t.float    :quantity
+      t.boolean  :billed
+    end
+    
+    add_reference :line_items, :issues, index: true
+  end
+end

db/migrate/027_add_customers_phone_number.rb

@@ -0,0 +1,15 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class AddCustomersPhoneNumber < ActiveRecord::Migration[5.1]
+  def change
+    add_column :customers, :phone_number, :string
+  end
+end

db/migrate/028_add_customers_mobile_phone_number.rb

@@ -0,0 +1,15 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class AddCustomersMobilePhoneNumber < ActiveRecord::Migration[5.1]
+  def change
+    add_column :customers, :mobile_phone_number, :string
+  end
+end

db/migrate/029_update_qbos_types.rb

@@ -0,0 +1,17 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class UpdateQbosTypes < ActiveRecord::Migration[5.1]
+  
+  def change
+    change_column :qbos, :qb_token, :text
+    change_column :qbos, :qb_secret, :text
+  end
+end

db/migrate/030_update_qbos_token.rb

@@ -0,0 +1,17 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class UpdateQbosToken < ActiveRecord::Migration[5.1]
+  
+  def change
+    add_column :qbos, :token, :text
+    add_column :qbos, :expire, :datetime
+  end
+end

db/migrate/031_remove_qbos_keys.rb

@@ -0,0 +1,18 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class RemoveQbosKeys < ActiveRecord::Migration[5.1]
+  def change
+    remove_column :qbos, :qb_secret
+    remove_column :qbos, :token_expires_at
+    remove_column :qbos, :reconnect_token_at
+    remove_column :qbos, :qb_token
+  end
+end

db/migrate/032_add_txn_dates.rb

@@ -0,0 +1,50 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2023 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class AddTxnDates < ActiveRecord::Migration[5.1]
+  def change
+    add_column :qbo_invoices, :txn_date, :date
+    add_column :qbo_estimates, :txn_date, :date
+
+    reversible do |direction|
+      direction.up {
+        break unless Qbo.first
+
+        QboEstimate.reset_column_information
+        QboInvoice.reset_column_information
+
+        say "Sync Estimates"
+
+        QboEstimate.sync
+
+        say "Sync Invoices"
+
+        qbo = Qbo.first
+        invoices = qbo.perform_authenticated_request do |access_token|
+          service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+          service.all
+        end
+
+        return unless invoices
+
+        invoices.each { |invoice|
+            # Load the invoice into the database
+            qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
+            qbo_invoice.doc_number = invoice.doc_number
+            qbo_invoice.id = invoice.id
+            qbo_invoice.customer_id = invoice.customer_ref
+            qbo_invoice.txn_date = invoice.txn_date
+            qbo_invoice.save!
+        }
+      }
+    end
+  end
+
+end

db/migrate/034_remove_qbo_items.rb

@@ -0,0 +1,17 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class RemoveQboItems < ActiveRecord::Migration[5.1]
+  def change
+    drop_table :qbo_items
+    drop_table :qbo_purchases
+    drop_table :line_items
+  end
+end

db/migrate/035_drop_qbo_prefix.rb

@@ -0,0 +1,22 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class DropQboPrefix < ActiveRecord::Migration[5.1]
+  def change
+    rename_table :qbo_invoices, :invoices
+    rename_table :qbo_estimates, :estimates
+    rename_table :qbo_employees, :employees
+    rename_table :issues_qbo_invoices, :invoices_issues
+    
+    rename_column :issues, :qbo_estimate_id, :estimate_id
+    rename_column :users, :qbo_employee_id, :employee_id
+    rename_column :invoices_issues, :qbo_invoice_id, :invoice_id
+  end 
+end

db/migrate/036_remove_qbo_time_entries.rb

@@ -0,0 +1,15 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class RemoveQboTimeEntries < ActiveRecord::Migration[5.1]
+  def change
+    rename_column :time_entries, :qbo_billed, :billed
+  end
+end

db/migrate/037_update_qbo_token.rb

@@ -0,0 +1,22 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2023 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class UpdateQboToken < ActiveRecord::Migration[5.1]
+  def change
+    add_column :qbos, :oauth2_access_token, :text
+    add_column :qbos, :oauth2_access_token_expires_at, :datetime
+    add_column :qbos, :oauth2_refresh_token, :text
+    add_column :qbos, :oauth2_refresh_token_expires_at, :datetime
+    add_column :qbos, :realm_id, :text
+    remove_column :qbos, :company_id
+    remove_column :qbos, :token
+    remove_column :qbos, :expire
+  end
+end

init.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2023 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 +8,46 @@
 #
 #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.
 
+# Dynamically load all Hooks & Patches
+ActiveSupport::Reloader.to_prepare do
+  Dir::foreach(File.join(File.dirname(__FILE__), 'lib')) do |file|
+    next unless /\.rb$/ =~ file
+    require_dependency file
+  end
+end
+
 Redmine::Plugin.register :redmine_qbo do
   
-  # View Hook Listeners
-   require_dependency 'issues_form_hook_listener'
-   require_dependency 'issues_save_hook_listener'
-   require_dependency 'issues_show_hook_listener'
-   require_dependency 'users_show_hook_listener'
+  # About
+  name 'Redmine Quickbooks Online plugin'
+  author 'Rick Barrette'
+  description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
+  version '2.0.2'
+  url 'https://github.com/rickbarrette/redmine_qbo'
+  author_url 'https://barrettefabrication.com'
+  settings :default => {'empty' => true}, :partial => 'qbo/settings'
+  requires_redmine :version_or_higher => '5.1.0'
   
-   # Patches to the Redmine core.  Will not work in development mode
-    require_dependency 'issue_patch'
-    require_dependency 'user_patch'
+  # Add safe attributes for core models
+  Issue.safe_attributes 'customer_id'
+  Issue.safe_attributes 'item_id'
+  Issue.safe_attributes 'estimate_id'
+  Issue.safe_attributes 'invoice_id'
+  User.safe_attributes 'employee_id'
+  TimeEntry.safe_attributes 'billed'
+  Project.safe_attributes 'customer_id'
   
-    name 'Redmine Quickbooks Online plugin'
-    author 'Rick Barrette'
-    description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
-    version '0.0.4'
-    url 'https://github.com/rickbarrette/redmine_qbo'
-    author_url 'http://rickbarrette.org'
-    settings :default => {'empty' => true}, :partial => 'qbo/settings'
+  # We are playing in the sandbox 
+  #Quickbooks.sandbox_mode = true
 
-    # Add safe attributes
-    Issue.safe_attributes 'qbo_customer_id'
-    Issue.safe_attributes 'qbo_item_id'
-    Issue.safe_attributes 'qbo_estimate_id'
-    Issue.safe_attributes 'qbo_invoice_id'
-    User.safe_attributes 'qbo_employee_id'
-    TimeEntry.safe_attributes 'qbo_billed'
+  # set per_page globally
+  WillPaginate.per_page = 20
 
-    # We are playing in the sandbox 
-    #Quickbooks.sandbox_mode = true
+  # Permissions for security
+  permission :view_customers, :customers => :index, :public => false
+  permission :add_customers, :customers => :new, :public => false
   
-    # Register QBO top menu item
-    menu :top_menu, :qbo, { :controller => 'qbo', :action => 'index' }, :caption => 'Quickbooks'
+  # Register top menu items
+  menu :top_menu, :customers, { :controller => :customers, :action => :index }, :caption => 'Customers', :if => Proc.new {User.current.logged?}
     
 end

lib/attachments_controller_patch.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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 +8,36 @@
 #
 #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
-  unloadable
-  has_many :issues
-  attr_accessible :doc_number
-  validates_presence_of :id, :doc_number
+require_dependency 'attachments_controller'
 
-  def self.get_base
-    Qbo.get_base(:estimate)
-  end
+module AttachmentsControllerPatch
 
-  def self.update_all 
-    estimates = get_base.service.all
+  def self.included(base)
+
+    base.class_eval do
+      unloadable # Send unloadable so it will not be unloaded in development
+
+      # check if login is globally required to access the application
+      def check_if_login_required
+        # no check needed if user is already logged in
+        return true if User.current.logged?
+        
+        # Pull up the attachmet, & verify if we have a valid token for the Issue
+        attachment = Attachment.find(params[:id])
+        token = CustomerToken.where("token = ? and expires_at > ?", session[:token], Time.now)
+        token = token.first
+        unless token.nil?
+          return true if token.issue_id == attachment.container_id
+        end
+        
+        require_login if Setting.login_required?
+      end
       
-    # 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)
-    # Update the item table
-    estimate = get_base.service.fetch_by_id(id)
-      qbo_estimate = QboEstimate.find_or_create_by(id: id)
-      qbo_estimate.doc_number = estimate.doc_number
-      qbo_estimate.save!
-  end
 end   
+
+# Add module to AttachmentsController
+AttachmentsController.send(:include, AttachmentsControllerPatch)

lib/header_footer_hook_listener.rb

@@ -0,0 +1,19 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 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 HeaderFooterHookListener < Redmine::Hook::ViewListener
+
+  def view_layouts_base_html_head(context = {})
+    #nothing
+  end
+
+  def view_layouts_base_body_bottom(context = {})
+    return "<div id='footer' align='center'><b>#{I18n.translate(:label_last_sync)}: </b> #{Qbo.last_sync if Qbo.exists?}</div>"
+  end
+end

lib/issue_patch.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2023 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:
 #
@@ -13,6 +13,7 @@ require_dependency 'issue'
 # Patches Redmine's Issues dynamically.
 # Adds a relationships
 module IssuePatch
+
   def self.included(base) # :nodoc:
     base.extend(ClassMethods)
 
@@ -21,11 +22,12 @@ module IssuePatch
     # Same as typing in the class 
     base.class_eval do
       unloadable # Send unloadable so it will not be unloaded in development
-      belongs_to :qbo_customer, primary_key: :id
-      belongs_to :qbo_item, primary_key: :id
-      belongs_to :qbo_estimate, primary_key: :id
-      belongs_to :qbo_invoice, primary_key: :id
+      belongs_to :customer, primary_key: :id
+      belongs_to :customer_token, primary_key: :id
+      belongs_to :estimate, primary_key: :id
+      has_and_belongs_to_many :invoices
     end
+    
   end
     
   module ClassMethods
@@ -34,6 +36,72 @@ module IssuePatch
   
   module InstanceMethods
     
+    # Create billable time entries
+    def bill_time
+     
+      # Check to see if we have everything we need to bill the customer
+      return if assigned_to.nil?
+      return unless Qbo.first 
+      return unless customer 
+
+      # Get unbilled time entries
+      spent_time = time_entries.where(billed: [false, nil])
+      spent_hours ||= spent_time.sum(:hours) || 0
+      
+      if spent_hours > 0 then
+        
+        # Prepare to create a new Time Activity
+        qbo = Qbo.first
+        qbo.perform_authenticated_request do |access_token|
+          time_service = Quickbooks::Service::TimeActivity.new(:company_id => qbo.realm_id, :access_token => access_token)
+          item_service = Quickbooks::Service::Item.new(:company_id => qbo.realm_id, :access_token => access_token)
+          time_entry = Quickbooks::Model::TimeActivity.new
+  
+          # Lets total up each activity before billing.
+          # This will simpify the invoicing with a single billable time entry per time activity
+          h = Hash.new(0)
+          spent_time.each do |entry|
+            h[entry.activity.name] += entry.hours
+            # update time entries billed status
+            entry.billed = true
+            entry.save
+          end
+          
+          # Now letes upload our totals for each activity as their own billable time entry
+          h.each do |key, val|
+            
+            # Convert float spent time to hours and minutes
+            hours = val.to_i
+            minutesDecimal = (( val - hours) * 60)
+            minutes = minutesDecimal.to_i
+
+            # Lets match the activity to an qbo item
+            item = item_service.query("SELECT * FROM Item WHERE Name = '#{key}' ").first
+            next if item.nil?
+            
+            # Create the new billable time entry and upload it
+            time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}"
+            time_entry.employee_id = assigned_to.employee_id 
+            time_entry.customer_id = customer_id
+            time_entry.billable_status = "Billable"
+            time_entry.hours = hours
+            time_entry.minutes = minutes
+            time_entry.name_of = "Employee"
+            time_entry.txn_date = Date.today
+            time_entry.hourly_rate = item.unit_price
+            time_entry.item_id = item.id 
+            time_entry.start_time = start_date
+            time_entry.end_time = Time.now
+            time_service.create(time_entry)
+          end
+        end
+      end
+    end
+  end
+  
+  # Create a shareable link for a customer
+  def share_token
+    CustomerToken.get_token self
   end
   
 end  

lib/issues_controller_patch.rb

@@ -0,0 +1,35 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+require_dependency 'issues_controller'
+
+module IssuesControllerPatch
+
+  module Helper
+    def watcher_link(issue, user)
+      link = +''
+      link << link_to(I18n.t(:label_bill_time), bill_path( issue.id ), method: :get, class: 'icon icon-email-add') if user.admin?
+      link << link_to(I18n.t(:label_share), share_path( issue.id ), method: :get, target: :_blank, class: 'icon icon-shared') if user.logged?
+      link.html_safe + super
+    end
+  end
+
+  def self.included(base)
+
+    base.class_eval do
+      unloadable # Send unloadable so it will not be unloaded in development
+      helper Helper
+    end
+
+  end
+
+end   
+
+# Add module to IssuessController
+IssuesController.send(:include, IssuesControllerPatch)

lib/issues_form_hook_listener.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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:
 #
@@ -10,35 +10,66 @@
 
 class IssuesFormHookListener < Redmine::Hook::ViewListener
 
+  # Load the javascript to support the autocomplete forms
+  def view_layouts_base_html_head(context = {})
+    js = javascript_include_tag 'application', :plugin => 'redmine_qbo'
+    js += javascript_include_tag 'autocomplete-rails', :plugin => 'redmine_qbo'
+    return js
+  end
+
   # Edit Issue Form
-  # Show a dropdown for quickbooks contacts
+  # Here we build the required form components before passing them to a partial view formatting. 
   def view_issues_form_details_bottom(context={})
-    # Update the customer and item database
-    #QboCustomer.update_all
-    #QboItem.update_all
-    #QboInvoice.update_all
-    #QboEstimate.update_all
+    f = context[:form]
 
-    # Check to see if there is a quickbooks user attached to the issue
-    @selected_customer =  context[:issue].qbo_customer ? context[:issue].qbo_customer.id  : nil
-    @selected_item = context[:issue].qbo_item ? context[:issue].qbo_item.id  : nil
-    @selected_invoice = context[:issue].qbo_invoice ? context[:issue].qbo_invoice.id  : nil
-    @selected_estimate =  context[:issue].qbo_estimate ? context[:issue].qbo_estimate.id  : nil
+    # check project level customer ownership first
+    # This is done to preload customer information if the entire project is dedicated to a customer
+    if context[:project]
+      selected_customer = context[:project].customer ? context[:project].customer.id : nil
+    end
 
-    # Generate the drop down list of quickbooks customers
-    @select_customer = context[:form].select :qbo_customer_id, QboCustomer.all.pluck(:name, :id).sort, :selected => selected_customer, include_blank: true
+    # Check to see if the issue already belongs to a customer
+    selected_customer = context[:issue].customer ? context[:issue].customer.id  : nil
+    selected_estimate = context[:issue].estimate ? context[:issue].estimate.id  : nil
 
-    # Generate the drop down list of quickbooks items
-    @select_item = context[:form].select :qbo_item_id, QboItem.all.pluck(:name, :id).sort, :selected => selected_item, include_blank: true
+    # Load customer information
+    customer = Customer.find_by_id(selected_customer) if selected_customer
 
-    # Generate the drop down list of quickbooks invoices
-    @select_invoice = context[:form].select :qbo_invoice_id, QboInvoice.all.pluck(:doc_number, :id).sort! {|x, y| y <=> x}, :selected => selected_invoice, include_blank: true
+    # Customer Name Text Box with database backed autocomplete
+    search_customer = f.autocomplete_field :customer,
+      autocomplete_customer_name_customers_path,
+      :selected => selected_customer,
+      :onchange => "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)",
+      :update_elements => { 
+        :id => '#issue_customer_id', 
+        :value => '#issue_customer' 
+      }
 
-    # Generate the drop down list of quickbooks extimates
-    @select_estimate = context[:form].select :qbo_estimate_id, QboEstimate.all.pluck(:doc_number, :id).sort! {|x, y| y <=> x}, :selected => selected_estimate, include_blank: true
+    # Customer ID - Hidden Field
+    customer_id = f.hidden_field :customer_id,
+      :id => "issue_customer_id",
+      :onchange => "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)"
 
-    #@estimates_link = link_to qbo_update_estimates_path
+    # Load estimates
+    if context[:issue].customer
+      estimates = customer.estimates.pluck(:doc_number, :id).sort! {|x, y| y <=> x}
+    else
+      estimates = [nil].compact
+    end
 
-    return "<p>#{@select_customer}</p> <p>#{@select_item}</p> <p>#{@select_invoice}</p> <p>#{@select_estimate} #{@estimates_link}</p>"
+    # Generate the drop down list of quickbooks estimates
+    select_estimate = f.select :estimate_id, estimates, :selected => selected_estimate, include_blank: true
+
+    # Pass all prebuilt form components to our partial
+    context[:controller].send(:render_to_string, {
+      :partial => 'issues/form_hook',
+        locals: {
+          search_customer: search_customer, 
+	        customer_id: customer_id, 
+	        context: context, 
+	        select_estimate: select_estimate,
+        } 
+      }
+    )
   end
 end

lib/issues_save_hook_listener.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2017 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:
 #
@@ -10,97 +10,20 @@
 
 class IssuesSaveHookListener < Redmine::Hook::ViewListener
 
-  #Before Issue Saved
+  # Called Before Issue Saved
   def controller_issues_edit_before_save(context={})
     issue = context[:issue]
-
-    # Check to see if we have registered with QBO
-    if Qbo.first && issue.qbo_customer && issue.qbo_item
-      
-      # if this is a quote, lets create a new estimate based off estimated hours
-        if issue.tracker.name = "Quote" && issue.status.name = "New" && issue.qbo_estimate
-        
-          # Get QBO Services
-          item_service = QboItem.get_base.service
-          estimate_base = QboEstimate.get_base
-          
-          # Create the estimate
-          estimate  = estimate_base.qr_model(:estimate)
-          estimate.customer_id = issue.qbo_customer_id
-          estimate.txn_date = Date.today
-
-          # Create the line item for labor
-          item = item_service.fetch_by_id(issue.qbo_item_id)
-          
-          line_item = Quickbooks::Model::InvoiceLineItem.new
-          line_item.amount = item.unit_price * issue.estimated_hours
-          line_item.description = issue.subject
-         
-         line_item.sales_item! do |detail|
-            detail.unit_price = item.unit_price
-            detail.quantity = issue.estimated_hours
-            detail.item_id =  issue.qbo_item_id
-          end
-
-          # Add the line items to the estimate
-          estimate.line_items << line_item
-
-          # Save the etimate to the issue
-          #issue.qbo_estimate_id = estimate_base.service.create(estimate).id
-          #issue.save!
-        end
-      end
+    issue.subject = issue.subject.titleize
   end
 
-   # Called After Issue Saved
+  # Called After Issue Saved
   def controller_issues_edit_after_save(context={})
     issue = context[:issue]
-    employee_id = issue.assigned_to.qbo_employee_id
-
-    # Check to see if we have registered with QBO and if the issue is closed.
-    # If so then we need to create a new billable time activity for the customer
-    bill_time(issue, employee_id) if Qbo.first && issue.qbo_customer && issue.qbo_item && employee_id && issue.status.is_closed?
-  end
-    
-  # Create billable time entries
-  def bill_time(issue, employee_id)
-  
-    # Get unbilled time entries
-    spent_time = issue.time_entries.where(qbo_billed: [false, nil])
-    spent_hours ||= spent_time.sum(:hours) || 0
-    
-    if spent_hours > 0 then
-    
-      # Prepare to create a new Time Activity
-      time_service = Qbo.get_base(:time_activity).service
-      item_service = Qbo.get_base(:item).service
-      time_entry = Quickbooks::Model::TimeActivity.new
-    
-      # Convert float spent time to hours and minutes
-      hours  = spent_hours.to_i
-      minutesDecimal = (( spent_hours - hours) * 60)
-      minutes = minutesDecimal.to_i
-      
-      # update time entries billed status
-      spent_time.each do |entry|
-        entry.qbo_billed = true
-        entry.save
-      end
-    
-      item = item_service.fetch_by_id issue.qbo_item_id
-      time_entry.description = "#{issue.tracker} ##{issue.id}: #{issue.subject}"
-      time_entry.employee_id = employee_id
-      time_entry.customer_id = issue.qbo_customer_id
-      time_entry.billable_status = "Billable"
-      time_entry.hours = hours
-      time_entry.minutes = minutes
-      time_entry.name_of = "Employee"
-      time_entry.txn_date = Date.today
-      time_entry.hourly_rate = item.unit_price
-      time_entry.item_id = issue.qbo_item_id 
-      time_entry.start_time = issue.start_date
-      time_entry.end_time = Time.now
-      time_service.create(time_entry)
+    begin
+      issue.bill_time if issue.status.is_closed?
+    rescue
+      # TODO flash[:error] = "Unable to bill, check QBO Auth"
     end
   end
+
 end

lib/issues_show_hook_listener.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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:
 #
@@ -10,59 +10,40 @@
 
 class IssuesShowHookListener < Redmine::Hook::ViewListener
 
-  # Additional context fields
-  #   :issue  => the issue this is edited
-  #   :f      => the form object to create additional fields
-  #render_on :view_issues_show_details_bottom, :partial => 'hooks/redmine_qbo/_view_issues_show_details_bottom.html.erb'
-
   # View Issue
   # Display the quickbooks contact in the issue
   def view_issues_show_details_bottom(context={})
     issue = context[:issue]
     
     # Check to see if there is a quickbooks user attached to the issue
-    @customer =  issue.qbo_customer ? issue.qbo_customer.name : nil
+    if issue.customer
+      customer = link_to issue.customer.name, customer_path( issue.customer.id )
+    end
     
-    # Check to see if there is a quickbooks item attached to the issue
-    @item =  issue.qbo_item ? issue.qbo_item.name : nil
-    
-    @estimate = nil
-    @estimate_link = nil
     # Estimate Number
-    if issue.qbo_estimate
-      @estimate =  issue.qbo_estimate.doc_number
-      @estimate_link = link_to @estimate, "#{Redmine::Utils::relative_url_root  }/qbo/estimate/#{issue.qbo_estimate.id}", :target => "_blank"
+    if issue.estimate
+      estimate = issue.estimate.doc_number
+      estimate_link = link_to estimate, estimate_path( issue.estimate.id ), :target => "_blank"
     end
     
-    @invoice = nil
-    @invo = nil
     # Invoice Number
-    if issue.qbo_invoice
-      @invoice =  issue.qbo_invoice.doc_number
-      @invoice_link = link_to @invoice, "#{Redmine::Utils::relative_url_root  }/qbo/invoice/#{issue.qbo_invoice.id}", :target => "_blank"
+    invoice_link = ""
+    if issue.invoice_ids
+      issue.invoice_ids.each do |i|
+        invoice = Invoice.find i
+        invoice_link = invoice_link + link_to( invoice.doc_number, invoice_path( i ), :target => "_blank").to_s + " "
+	      invoice_link = invoice_link.html_safe
+      end
     end
 
-    return "<div class=\"attributes\">
-              <div class=\"qbo_customer_id attribute\">
-                <div class=\"label\"><span>Customer</span>:</div>
-                <div class=\"value\">#{@customer}</div>
-              </div>
-  
-              <div class=\"qbo_item_id attribute\">
-                <div class=\"label\"><span>Item</span>:</div>
-                <div class=\"value\">#{@item}</div>
-              </div>
-  
-              <div class=\"qbo_estimate_id attribute\">
-                <div class=\"label\"><span>Estimate</span>:</div>
-                <div class=\"value\">#{@estimate_link}</div>
-              </div>
-              
-              <div class=\"qbo_invoice_id attribute\">
-                <div class=\"label\"><span>Invoice</span>:</div>
-                <div class=\"value\">#{@invoice_link}</div>
-              </div>
-            </div>"
+    context[:controller].send(:render_to_string, {
+      :partial => 'issues/show_details',
+        locals: {
+          customer: customer, 
+	        estimate_link: estimate_link, 
+	        invoice_link: invoice_link
+        } 
+      })
   end
   
 end

lib/pdf_patch.rb

@@ -0,0 +1,256 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2023 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+require_dependency 'redmine/export/pdf'
+require_dependency 'redmine/export/pdf/issues_pdf_helper'
+
+module PdfPatch
+
+  def self.included(base)
+    base.send(:include, InstanceMethods)
+    base.class_eval do
+      unloadable # Send unloadable so it will not be unloaded in development
+      alias_method :issue_to_pdf, :issue_to_pdf_with_patch
+      alias_method :issue_to_pdf_with_patch, :issue_to_pdf
+      
+    end
+  end
+
+  module InstanceMethods
+
+    def issue_to_pdf_with_patch(issue, assoc={})
+      pdf = ::Redmine::Export::PDF::ITCPDF.new(current_language)
+      pdf.set_title("#{issue.project} - #{issue.tracker} ##{issue.id}")
+      pdf.alias_nb_pages
+      pdf.footer_date = format_date(Date.today)
+      pdf.add_page
+      pdf.SetFontStyle('B',11)
+      buf = "#{issue.project} - #{issue.tracker} ##{issue.id}"
+      pdf.RDMMultiCell(190, 5, buf)
+      pdf.SetFontStyle('',8)
+      base_x = pdf.get_x
+      i = 1
+      issue.ancestors.visible.each do |ancestor|
+        pdf.set_x(base_x + i)
+        buf = "#{ancestor.tracker} # #{ancestor.id} (#{ancestor.status.to_s}): #{ancestor.subject}"
+        pdf.RDMMultiCell(190 - i, 5, buf)
+        i += 1 if i < 35
+      end
+      pdf.SetFontStyle('B',11)
+      pdf.RDMMultiCell(190 - i, 5, issue.subject.to_s)
+      pdf.SetFontStyle('',8)
+      pdf.RDMMultiCell(190, 5, "#{format_time(issue.created_on)} - #{issue.author}")
+      pdf.ln
+
+      customer = issue.customer.name if issue.customer
+      left = []
+      left << [l(:field_status), issue.status]
+      left << [l(:field_priority), issue.priority]
+      left << [l(:field_customer), customer]
+      left << [l(:field_assigned_to), issue.assigned_to] unless issue.disabled_core_fields.include?('assigned_to_id')
+   
+      logger.debug "Calling :pdf_left hook"
+      context = Redmine::Hook.call_hook :pdf_left, { array: left, issue: issue }
+      left = left + context.first unless context.nil?
+      
+      right = []
+      right << [l(:field_start_date), format_date(issue.start_date)] unless issue.disabled_core_fields.include?('start_date')
+      right << [l(:field_due_date), format_date(issue.due_date)] unless issue.disabled_core_fields.include?('due_date')
+      right << [l(:field_done_ratio), "#{issue.done_ratio}%"] unless issue.disabled_core_fields.include?('done_ratio')
+      right << [l(:field_estimated_hours), l_hours(issue.estimated_hours)] unless issue.disabled_core_fields.include?('estimated_hours')
+      right << [l(:label_spent_time), l_hours(issue.total_spent_hours)] if User.current.allowed_to?(:view_time_entries, issue.project)
+   
+      logger.debug "Calling :pdf_right hook"
+      context = Redmine::Hook.call_hook :pdf_right, { array: right, issue: issue }
+      right = right + context.first unless context.nil?
+
+      rows = left.size > right.size ? left.size : right.size
+      while left.size < rows
+        left << nil
+      end
+      while right.size < rows
+        right << nil
+      end
+
+      half = (issue.visible_custom_field_values.size / 2.0).ceil
+      issue.visible_custom_field_values.each_with_index do |custom_value, i|
+        (i < half ? left : right) << [custom_value.custom_field.name, show_value(custom_value, false)]
+      end
+
+      if pdf.get_rtl
+        border_first_top = 'RT'
+        border_last_top = 'LT'
+        border_first = 'R'
+        border_last = 'L'
+      else
+        border_first_top = 'LT'
+        border_last_top = 'RT'
+        border_first = 'L'
+        border_last = 'R'
+      end
+
+      rows = left.size > right.size ? left.size : right.size
+      rows.times do |i|
+        heights = []
+        pdf.SetFontStyle('B',9)
+        item = left[i]
+        heights << pdf.get_string_height(35, item ? "#{item.first}:" : "")
+        item = right[i]
+        heights << pdf.get_string_height(35, item ? "#{item.first}:" : "")
+        pdf.SetFontStyle('',9)
+        item = left[i]
+        heights << pdf.get_string_height(60, item ? item.last.to_s : "")
+        item = right[i]
+        heights << pdf.get_string_height(60, item ? item.last.to_s : "")
+        height = heights.max
+
+        item = left[i]
+        pdf.SetFontStyle('B',9)
+        pdf.RDMMultiCell(35, height, item ? "#{item.first}:" : "", (i == 0 ? border_first_top : border_first), '', 0, 0)
+        pdf.SetFontStyle('',9)
+        pdf.RDMMultiCell(60, height, item ? item.last.to_s : "", (i == 0 ? border_last_top : border_last), '', 0, 0)
+
+        item = right[i]
+        pdf.SetFontStyle('B',9)
+        pdf.RDMMultiCell(35, height, item ? "#{item.first}:" : "", (i == 0 ? border_first_top : border_first), '', 0, 0)
+        pdf.SetFontStyle('',9)
+        pdf.RDMMultiCell(60, height, item ? item.last.to_s : "", (i == 0 ? border_last_top : border_last), '', 0, 2)
+
+        pdf.set_x(base_x)
+      end
+
+      pdf.SetFontStyle('B',9)
+      pdf.RDMCell(35+155, 5, l(:field_description), "LRT", 1)
+      pdf.SetFontStyle('',9)
+
+      # Set resize image scale
+      pdf.set_image_scale(1.6)
+      text = textilizable(issue, :description,
+                          :only_path => false,
+                          :edit_section_links => false,
+                          :headings => false,
+                          :inline_attachments => false
+      )
+      pdf.RDMwriteFormattedCell(35+155, 5, '', '', text, issue.attachments, "LRB")
+
+      unless issue.leaf?
+        truncate_length = (!is_cjk? ? 90 : 65)
+        pdf.SetFontStyle('B',9)
+        pdf.RDMCell(35+155,5, l(:label_subtask_plural) + ":", "LTR")
+        pdf.ln
+        issue_list(issue.descendants.visible.sort_by(&:lft)) do |child, level|
+          buf = "#{child.tracker} # #{child.id}: #{child.subject}".
+              truncate(truncate_length)
+          level = 10 if level >= 10
+          pdf.SetFontStyle('',8)
+          pdf.RDMCell(35+135,5, (level >=1 ? "  " * level : "") + buf, border_first)
+          pdf.SetFontStyle('B',8)
+          pdf.RDMCell(20,5, child.status.to_s, border_last)
+          pdf.ln
+        end
+      end
+
+      relations = issue.relations.select { |r| r.other_issue(issue).visible? }
+      unless relations.empty?
+        truncate_length = (!is_cjk? ? 80 : 60)
+        pdf.SetFontStyle('B',9)
+        pdf.RDMCell(35+155,5, l(:label_related_issues) + ":", "LTR")
+        pdf.ln
+        relations.each do |relation|
+          buf = relation.to_s(issue) {|other|
+            text = ""
+            if Setting.cross_project_issue_relations?
+              text += "#{relation.other_issue(issue).project} - "
+            end
+            text += "#{other.tracker} ##{other.id}: #{other.subject}"
+            text
+          }
+          buf = buf.truncate(truncate_length)
+          pdf.SetFontStyle('', 8)
+          pdf.RDMCell(35+155-60, 5, buf, border_first)
+          pdf.SetFontStyle('B',8)
+          pdf.RDMCell(20,5, relation.other_issue(issue).status.to_s, "")
+          pdf.RDMCell(20,5, format_date(relation.other_issue(issue).start_date), "")
+          pdf.RDMCell(20,5, format_date(relation.other_issue(issue).due_date), border_last)
+          pdf.ln
+        end
+      end
+      pdf.RDMCell(190,5, "", "T")
+      pdf.ln
+
+      if issue.changesets.any? &&
+          User.current.allowed_to?(:view_changesets, issue.project)
+        pdf.SetFontStyle('B',9)
+        pdf.RDMCell(190,5, l(:label_associated_revisions), "B")
+        pdf.ln
+        for changeset in issue.changesets
+          pdf.SetFontStyle('B',8)
+          csstr = "#{l(:label_revision)} #{changeset.format_identifier} - "
+          csstr += format_time(changeset.committed_on) + " - " + changeset.author.to_s
+          pdf.RDMCell(190, 5, csstr)
+          pdf.ln
+          unless changeset.comments.blank?
+            pdf.SetFontStyle('',8)
+            pdf.RDMwriteHTMLCell(190,5,'','',
+                                 changeset.comments.to_s, issue.attachments, "")
+          end
+          pdf.ln
+        end
+      end
+
+      if assoc[:journals].present?
+        pdf.SetFontStyle('B',9)
+        pdf.RDMCell(190,5, l(:label_history), "B")
+        pdf.ln
+        assoc[:journals].each do |journal|
+          pdf.SetFontStyle('B',8)
+          title = "##{journal.indice} - #{format_time(journal.created_on)} - #{journal.user}"
+          title << " (#{l(:field_private_notes)})" if journal.private_notes?
+          pdf.RDMCell(190,5, title)
+          pdf.ln
+          pdf.SetFontStyle('I',8)
+          details_to_strings(journal.visible_details, true).each do |string|
+            pdf.RDMMultiCell(190,5, "- " + string)
+          end
+          if journal.notes?
+            pdf.ln unless journal.details.empty?
+            pdf.SetFontStyle('',8)
+            text = textilizable(journal, :notes,
+                                :only_path => false,
+                                :edit_section_links => false,
+                                :headings => false,
+                                :inline_attachments => false
+            )
+            pdf.RDMwriteFormattedCell(190,5,'','', text, issue.attachments, "")
+          end
+          pdf.ln
+        end
+      end
+
+      if issue.attachments.any?
+        pdf.SetFontStyle('B',9)
+        pdf.RDMCell(190,5, l(:label_attachment_plural), "B")
+        pdf.ln
+        for attachment in issue.attachments
+          pdf.SetFontStyle('',8)
+          pdf.RDMCell(80,5, attachment.filename)
+          pdf.RDMCell(20,5, number_to_human_size(attachment.filesize),0,0,"R")
+          pdf.RDMCell(25,5, format_date(attachment.created_on),0,0,"R")
+          pdf.RDMCell(65,5, attachment.author.name,0,0,"R")
+          pdf.ln
+        end
+      end
+      pdf.output
+    end
+
+  end
+end
+
+Redmine::Export::PDF::IssuesPdfHelper.send(:include, PdfPatch)

lib/project_patch.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2017 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 +8,32 @@
 #
 #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.
 
-class QboEmployee < ActiveRecord::Base
-  unloadable
-  has_many :users
-  attr_accessible :name
-  validates_presence_of :id, :name
+require_dependency 'project'
 
-  def self.get_base
-    Qbo.get_base(:employee)
+# Patches Redmine's Projects dynamically.
+# Adds a relationships
+module ProjectPatch
+
+  def self.included(base) # :nodoc:
+  base.extend(ClassMethods)
+
+  base.send(:include, InstanceMethods)
+
+  # Same as typing in the class 
+  base.class_eval do
+    unloadable # Send unloadable so it will not be unloaded in development
+    belongs_to :customer, primary_key: :id
   end
-  
-  def self.update_all 
-    employees = get_base.service.all
-    
-    transaction do
-      # Update the item table
-      employees.each { |employee|
-        qbo_employee = 	find_or_create_by(id: employee.id)
-        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
+    
+module ClassMethods
+    
+end
+  
+module InstanceMethods
+ 
+end
+  
+# Add module to Project
+Project.send(:include, ProjectPatch)

lib/projects_form_hook_listener.rb

@@ -0,0 +1,27 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2017 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 ProjectsFormHookListener < Redmine::Hook::ViewListener
+  
+  # Edit Project Form
+  def view_projects_form(context={})
+    f = context[:form]
+ 
+    # Check to see if there is a quickbooks user attached to the issue
+    selected_customer = context[:project].customer ? context[:project].customer : nil
+    
+    # Load customer information
+    customer = Customer.find_by_id(selected_customer) if selected_customer
+    search_customer = f.autocomplete_field :customer, autocomplete_customer_name_customers_path, :selected => selected_customer, :update_elements => {:id => '#project_customer_id', :value => '#project_customer'}
+    customer_id = f.hidden_field :customer_id, :id => "project_customer_id"
+    
+    return "<p><label for=\"project_customer\">Customer</label>#{search_customer} #{customer_id}</p>"
+  end
+end

lib/query_patch.rb

@@ -0,0 +1,34 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+require_dependency 'issue_query'
+
+module QueryPatch
+  
+  # Add qbo options to the aviable columns
+  def available_columns
+    unless @available_columns
+      @available_columns = self.class.available_columns.dup
+      @available_columns << QueryColumn.new(:customer, :sortable => "#{Issue.table_name}.customer_id", :groupable => true, :caption => :field_customer)
+      @available_columns << QueryColumn.new(:billed, :sortable => "#{TimeEntry.table_name}.billed", :groupable => true, :caption => :field_billed)
+    end
+    super
+  end
+  
+  # Add customers to filters
+  def initialize_available_filters
+    #add_available_filter "customer", :type => :text
+    super
+  end
+
+end
+
+# Add module to Issue
+IssueQuery.send(:prepend, QueryPatch)

lib/time_entry_query_patch.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2022 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:
 #
@@ -8,35 +8,26 @@
 #
 #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 QboCustomer < ActiveRecord::Base
-  unloadable
-  has_many :issues
-  has_many :qbo_purchases
-  attr_accessible :name
-  validates_presence_of :id, :name
+require_dependency 'time_entry_query'
 
-   def self.get_base
-    Qbo.get_base(:customer)
-  end
+module TimeEntryQueryPatch
 
-  def self.get_customer (id)
-    get_base.service.find_by_id(id)
-  end
-
-  def self.update_all 
-    customers = get_base.service.all
-
-    transaction do
-      # Update the customer table
-      customers.each { |customer|
-        qbo_customer = QboCustomer.find_or_create_by(id: customer.id)
-        qbo_customer.name = customer.display_name
-        qbo_customer.id = customer.id
-        qbo_customer.save!
-      }
+  # Add QBO options to columns
+  def available_columns
+    unless @available_columns
+      @available_columns = self.class.available_columns.dup
+      @available_columns << QueryColumn.new(:billed, :sortable => "#{TimeEntry.table_name}.name", :groupable => true, :caption => :field_billed)
     end
-   
-    #remove deleted customers
-    where.not(customers.map(&:id)).destroy_all
+    super
   end
+  
+  # Add QBO options to the filter
+  def initialize_available_filters
+    add_available_filter "billed", :type => :boolean
+    super
+  end
+
 end
+
+# Add module to TimeEntryQuery
+TimeEntryQuery.send(:prepend, QueryPatch)