2026.3.4

Updated to use active jobs & services for all background work

.gitignore

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

Gemfile

@@ -1,9 +1,14 @@
 source 'https://rubygems.org'
 
 gem 'quickbooks-ruby'
-gem 'quickbooks-ruby-base'
-gem 'oauth-plugin'
-gem 'oauth'
+gem 'oauth2'
 gem 'roxml'
-gem 'edmunds_vin'
-gem 'will_paginate', '~> 3.1.0'
+gem 'will_paginate'
+gem 'rails-jquery-autocomplete'
+gem 'jquery-ui-rails'
+gem 'rexml'
+gem 'combine_pdf'
+
+group :assets do
+  gem 'coffee-rails'
+end

LICENSE

@@ -1,6 +1,6 @@
 The MIT License (MIT)
 
-Copyright (c) 2016 Rick Barrette
+Copyright (c) 2016 - 2026 Rick Barrette
 
 Permission is hereby granted, free of charge, to any person obtaining a copy
 of this software and associated documentation files (the "Software"), to deal

README.md

@@ -1,71 +1,276 @@
-#Redmine Quickbooks Online
+# Redmine QuickBooks Online Plugin
 
-A simple plugin for Redmine to connect to Quickbooks Online
+A plugin for **Redmine** that integrates with **QuickBooks Online (QBO)** to automatically create **Time Activity entries** from billable hours logged on Issues.
 
-The goal of this project is to allow redmine to connect with Quickbooks Online to create time activity entries for completed work when an issue is closed.
+When an Issue associated with a Customer is closed, the plugin generates corresponding Time Activities in QuickBooks based on the Redmine Time Entries recorded for that Issue.
 
-`Note: This project is under heavy development. Currently the initial functionality goal has been meet, however I am still working on adding other features. Tags should be stable`
+---
 
-####How it works
-* 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.
+# Disclaimer
 
-##Prerequisites
+The core functionality is implemented, but the project is **under active development**.
 
-* Sign up to become a developer for Intuit https://developer.intuit.com/
-* Create your own aplication to obtain your API keys
-* Set up webhook service to https://redmine.yourdomain.com/qbo/webhook
-  - See https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/webhooks
+The `master` branch may contain unstable changes.  
+For production deployments, **use a tagged release**.
 
-##The Install
+---
 
-1. To install, clone this repo into your plugin folder
+# Compatibility
 
-  `git clone git@github.com:rickbarrette/redmine_qbo.git` 
-  
-2. Migrate your database
+| Plugin Version | Redmine Version |
+| :--- | :--- |
+| Version 2026.1.0+ | Redmine 6.1 |
+| Version 2.0.0+ | Redmine 5 |
+| Version 1.0.0+ | Redmine 4 |
+| Version 0.8.1 | Redmine 3 |
 
-  `rake redmine:plugins:migrate RAILS_ENV=production`
-  
-3. Navigate to the plugin configuration page and suppy your own OAuth key & secret. 
+---
 
-  ![Alt plugin_config](/Screenshots/plugin_config.png)
+# Features
 
-4. After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
+## Issue Billing Integration
 
-5. Assign an Employee to each of your users via the User Administration Page
+*   Assign a **QuickBooks Customer** to a Redmine Issue.
+    
+*   Optionally associate a **QuickBooks Estimate** with the Issue.
 
-  ![Alt plugin_user_edit](/Screenshots/plugin_user_edit.png)
-  
-## Usage
+*   Automatically associates a **QuickBooks Invoice** with the Issue.
+    
 
-  To enable automatic `QBO Time Activity` entries for an `Issue` , you need only to assign a `QBO Customer` and `QBO Item` to an `Issue` via drop downs in the creation/update form.
-  
-  ![Alt plugin_issue-edit](/Screenshots/plugin_issue_edit.png)
+---
 
-Note: After the inital synchronization, this plugin will recieve push notifications via Intuit's webhook service.
+## Automatic Time Activity Creation
 
-## 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
-  * Customer ~~Creation~~, ~~Update~~, Deletion
-  * Email Customer updates, provding a link that would: bypass the login page, go directly to the issue directing them to, and allow them to view only that issue. 
-  * Add a rake file to create required Trackers or statuses required
-  * Add Setting for Sandbox Mode
+When an Issue with an assigned Customer is closed:
 
-##License
+*   A **Time Activity** is created in QuickBooks for each relevant Redmine Time Entry.
+    
+*   Time Entries are **grouped by Activity name**.
+    
+*   Activity names are used to **dynamically match Items in QuickBooks**.
+    
+*   If no matching Item exists, the activity is **skipped**.
+    
+*   **Labor rates** are determined by the associated QuickBooks Item.
+    
 
-The MIT License (MIT)
+---
 
-Copyright (c) 2016 rick barrette
+## Employee Mapping
 
-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:
+Redmine Users can be mapped to **QuickBooks Employees** through the **User Administration** page.
 
-The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+This ensures Time Activities are recorded under the correct employee in QuickBooks.
 
-THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+---
+
+## Customer Management
+
+The plugin provides basic Customer management:
+
+*   Create Customers directly from Redmine
+    
+*   Search Customers by **name or phone number**
+    
+*   View and edit Customer information
+    
+
+Customers are synchronized with QuickBooks.
+
+---
+
+## Webhook Support
+
+The plugin listens for **QuickBooks webhook events**.
+
+Supported automation:
+
+### Invoice Linking
+
+Invoices containing an Issue reference (e.g. `#123`) automatically attach to the corresponding Issue.
+
+### Custom Field Synchronization
+
+Invoice custom fields can be mapped to Issue custom fields.
+
+Example use case:
+
+*   Mileage In/Out recorded in Redmine
+    
+*   Automatically synchronized to the QuickBooks invoice.
+    
+
+### Customer Synchronization
+
+Customer records are automatically updated in the local database when changes occur in QuickBooks.
+
+---
+
+## Plugin Hooks
+
+The plugin exposes several hooks for extending functionality through companion plugins.
+
+Example:
+
+`redmine_qbo_vehicles`  
+Adds support for tracking **customer vehicles** associated with Issues.
+
+Available hooks:
+
+|Type|Hook|Note
+|--|--|--|
+View Hook|:pdf_left, { issue: issue }  | Used to add text to left side of PDF
+View Hook|:pdf_right, { issue: issue }  | Used to add text to right side of PDF
+Hook|process_invoice_custom_fields, { issue: issue, invoice: invoice }  | Used to process invoice custom fields
+View Hook|:show_customer_view_right, { customer: customer } | Used to show partials on right side of customer view
+Hook| :qbo_additional_entities | Used to add additional entites to be processed by the WebhookProcessJob
+Hook| :qbo_full_sync | Used to add a Class to be called by the QboSyncDispatcher
+
+---
+
+# Prerequisites
+
+Before installing the plugin:
+
+1.  Create a QuickBooks developer account:
+    
+
+[https://developer.intuit.com/](https://developer.intuit.com/)
+
+2.  Create an **Intuit application** to obtain:
+    
+
+*   Client ID
+    
+*   Client Secret
+    
+
+3.  Configure the QuickBooks webhook endpoint:
+    
+
+https://redmine.yourdomain.com/qbo/webhook
+
+---
+
+# Installation
+
+## 1\. Clone the Plugin
+
+Install the plugin into your Redmine plugins directory.
+
+```bash
+cd /path/to/redmine/plugins  
+git clone https://github.com/rickbarrette/redmine_qbo.git  
+cd redmine_qbo  
+git checkout <tag>
+```
+
+Use a **tagged release** for stability.
+
+---
+
+## 2\. Install Dependencies
+
+```bash
+bundle install
+```
+
+Required for **Redmine 6 / Rails 7 compatibility**.
+
+---
+
+## 3\. Run Database Migrations
+
+```bash
+bundle exec rake redmine:plugins:migrate RAILS_ENV=production
+```
+
+---
+
+## 4\. Restart Redmine
+
+Restart your Redmine server so the plugin and hooks are loaded.
+
+---
+
+# Configuration
+
+1.  Navigate to:
+    
+
+Administration → Plugins → Configure
+
+2.  Enter your **QuickBooks Client ID and Client Secret**.
+    
+3.  Save the configuration.
+    
+4.  Click **Authenticate** to complete the OAuth connection with QuickBooks Online.
+    
+
+Once authentication succeeds, the plugin performs an **initial synchronization**.
+
+---
+
+# User Mapping
+
+Each Redmine user must be mapped to a QuickBooks Employee.
+
+Navigate to:
+
+Administration → Users
+
+Then assign the corresponding **QuickBooks Employee** to each user.
+
+---
+
+# Usage
+
+To enable automatic billing:
+
+1.  Assign a **Customer** to an Issue.
+    
+2.  Log billable time using **Redmine Time Entries**.
+    
+3.  Close the Issue.
+    
+
+When the Issue is closed, the plugin automatically generates the corresponding **Time Activity entries in QuickBooks Online**.
+
+After the initial synchronization, the plugin receives updates through **Intuit webhooks**.
+
+---
+
+# Troubleshooting
+
+### Time Activities Not Created
+
+Verify that:
+
+*   The Issue has a **Customer assigned**
+    
+*   Time Entries exist for the Issue
+    
+*   Activity names match **QuickBooks Item names**
+    
+
+---
+
+### Webhooks Not Triggering
+
+Ensure the QuickBooks webhook endpoint is reachable:
+
+https://redmine.yourdomain.com/qbo/webhook
+
+Also verify webhook configuration in the Intuit developer dashboard.
+
+## License
+
+> The MIT License (MIT)
+>
+> Copyright (c) 2016 - 2026 Rick Barrette
+>
+> Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+>
+> The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+>
+> THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

app/controllers/customers_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -10,87 +10,193 @@
 
 # This controller class will handle map management
 class CustomersController < ApplicationController
-  unloadable
-  
+
   include AuthHelper
-  
-  before_filter :require_user
-  
-  default_search_scope :names
-  
+  helper :issues
+  helper :journals
+  helper :projects
+  helper :custom_fields
+  helper :issue_relations
+  helper :watchers
+  helper :attachments
+  helper :queries
+  include QueriesHelper
+  helper :repositories
+  helper :sort
+  include SortHelper
+  helper :timelog
+
+  before_action :add_customer, only: :new
+  before_action :view_customer, except: [:new, :view]
+  skip_before_action :verify_authenticity_token, :check_if_login_required, only: [:view]
+
+  autocomplete :customer, :name, full: true, extra_data: [:id]
+
+  def allowed_params
+    params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
+  end
+
+  # getter method for a customer's invoices
+  # used for customer autocomplete field / issue form
+  def filter_invoices_by_customer
+    @filtered_invoices = Invoice.all.where(customer_id: params[:selected_customer])
+  end
+
+  # getter method for a customer's estimates
+  # used for customer autocomplete field / issue form
+  def filter_estimates_by_customer
+    @filtered_estimates = Estimate.all.where(customer_id: params[:selected_customer])
+  end
+
   # display a list of all customers
   def index
     if params[:search]
-      @customers = Customer.search(params[:search]).paginate(:page => params[:page])
+      @customers = Customer.search(params[:search]).order(:name).paginate(page: params[:page])
       if only_one_non_zero?(@customers)
         redirect_to @customers.first
       end
     end
   end
-  
+
+  # initialize a new customer
   def new
     @customer = Customer.new
   end
-  
+
+  # create a new customer
   def create
-    @customer = Customer.new(params[:customer])
-    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
+    @customer = Customer.new(allowed_params)
+    @customer.save
+    log "Customer ##{@customer.id} created successfully."
+    flash[:notice] = t :notice_customer_created
+    redirect_to @customer
+  rescue => e
+    log "Failed to create customer: #{e.message}"
+    flash[:error] = e.message
+    redirect_to new_customer_path
   end
-  
+
   # display a specific customer
   def show
-    begin
-      @customer = Customer.find_by_id(params[:id])
-      @vehicles = @customer.vehicles.paginate(:page => params[:page])
-      @issues = @customer.issues
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
+    @customer = Customer.find_by_id(params[:id])
+    return render_404 unless @customer
+
+    @open_issues = @customer.issues
+      .joins(:status)
+      .includes(:status, :project, :tracker, :priority)
+      .where(issue_statuses: { is_closed: false })
+      .order(id: :desc)
+
+    @closed_issues = @customer.issues
+      .joins(:status)
+      .includes(:status, :project, :tracker, :priority)
+      .where(issue_statuses: { is_closed: true })
+      .order(id: :desc)
+
+    @hours = TimeEntry
+      .joins(:issue)
+      .where(issues: { id: @open_issues.select(:id) })
+      .sum(:hours)
+
+    @closed_hours = TimeEntry
+      .joins(:issue)
+      .where(issues: { id: @closed_issues.select(:id) })
+      .sum(:hours)
+
+  rescue => e
+    Rails.logger.error "Failed to load customer ##{params[:id]}: #{e.message}\n#{e.backtrace.join("\n")}"
+    flash[:error] = e.message
+    render_404
   end
-  
+
   # return an HTML form for editing a customer
   def edit
-    begin
-      @customer = Customer.find_by_id(params[:id])
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
+    @customer = Customer.find_by_id(params[:id])
+    return render_404 unless @customer
+  rescue => e
+    log "Failed to edit customer"
+    flash[:error] = e.message
+    render_404
   end
-  
+
   # update a specific customer
   def update
-    begin
-      @customer = Customer.find_by_id(params[:id])
-      if @customer.update_attributes(params[:customer])
-        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 ActiveRecord::RecordNotFound
-      render_404
-    end
+    @customer = Customer.find_by_id(params[:id])
+    @customer.update(allowed_params)
+    flash[:notice] = t :notice_customer_updated
+    redirect_to @customer
+  rescue => e
+    log "Failed to update customer: #{e.message}"
+    flash[:error] = e.message
+    redirect_to edit_customer_path
+  end
+
+  # creates new customer view tokens, removes expired tokens & redirects to newly created customer view with new token.
+  def share
+    issue = Issue.find(params[:id])
+    token = issue.share_token
+    redirect_to view_path(token.token)
+  rescue ActiveRecord::RecordNotFound
+    flash[:error] = t(:notice_issue_not_found)
+    render_404
   end
   
-  def destroy
-    begin
-      Customer.find_by_id(params[:id]).destroy
-      flash[:notice] = "Customer deleted successfully"
-      redirect_to action: :index
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
+  # displays an issue for a customer with a provided security CustomerToken
+  def view
+    User.current = User.anonymous
+
+    # Load only active, non-expired token
+    @token = CustomerToken.active.find_by(token: params[:token])
+    return render_403 unless @token
+
+    # Load associated issue
+    @issue = @token.issue
+    return render_403 unless @issue
+
+    # Optional: enforce token belongs to the issue's customer
+    return render_403 unless @issue.customer_id == @token.issue.customer_id
+
+    # Store token in session for subsequent requests if needed
+    session[:token] = @token.token
+
+    load_issue_data
+  rescue ActiveRecord::RecordNotFound
+    render_403
   end
-  
+
   private
-  
+
+  def load_issue_data
+    @journals = @issue.journals.preload(:details).preload(user: :email_address).reorder(:created_on, :id).to_a
+
+    @journals.each_with_index { |j, i| j.indice = i + 1 }
+    @journals.reject!(&:private_notes?) unless User.current.allowed_to?(:view_private_notes, @issue.project)
+    Journal.preload_journals_details_custom_fields(@journals)
+    @journals.select! { |journal| journal.notes? || journal.visible_details.any? }
+    @journals.reverse! if User.current.wants_comments_in_reverse_order?
+
+    @changesets = @issue.changesets.visible.preload(:repository, :user).to_a
+    @changesets.reverse! if User.current.wants_comments_in_reverse_order?
+
+    @relations = @issue.relations.select { |r| r.other_issue(@issue)&.visible? }
+    @allowed_statuses = @issue.new_statuses_allowed_to(User.current)
+    @priorities = IssuePriority.active
+    @time_entry = TimeEntry.new(issue: @issue, project: @issue.project)
+    @relation   = IssueRelation.new
+  end
+
+  # redmine permission - add customers
+  def add_customer
+    global_check_permission(:add_customers)
+  end
+
+  # redmine permission - view customers
+  def view_customer
+    global_check_permission(:view_customers)
+  end
+
+  # checks to see if there is only one item  in an array
+  # @return true if array only has one item
   def only_one_non_zero?( array )
     found_non_zero = false
     array.each do |val|
@@ -102,4 +208,31 @@ class CustomersController < ApplicationController
     found_non_zero
   end
 
+  # format a quickbooks address to a human readable string
+  def address_to_s(address)
+    return if address.nil?
+
+    lines = [
+      address.line1,
+      address.line2,
+      address.line3,
+      address.line4,
+      address.line5
+    ].compact_blank
+
+    city_line = [
+      address.city,
+      address.country_sub_division_code,
+      address.postal_code
+    ].compact_blank.join(" ")
+
+    lines << city_line unless city_line.blank?
+
+    lines.join("\n")
+  end
+
+  def log(msg)
+    Rails.logger.info "[CustomersController] #{msg}"
+  end
+
 end

app/controllers/estimate_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,20 +8,72 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 class EstimateController < ApplicationController
-  unloadable
-  
   include AuthHelper
+
+  before_action :require_user, unless: -> { session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: -> { session[:token].nil? }
+  before_action :load_estimate, only: [:show, :doc]
   
-  before_filter :require_user
-  
-  #
-  # Downloads and forwards the estimate pdf
-  #
-  def show
-    base = QboEstimate.get_base.service
-    estimate = base.fetch_by_id(params[:id])
-    @pdf = base.pdf(estimate)
-    send_data @pdf, filename: "estimate #{estimate.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+  # Displays the estimate PDF in the browser or redirects with an error if not found.
+  def doc
+    render_pdf(@estimate)
   end
 
-end
+  # Displays the estimate PDF in the browser or redirects with an error if not found.
+  def show
+    render_pdf(@estimate)
+  end
+
+  private
+
+  # Loads the estimate based on ID or doc number, with a fallback to sync if not found locally.
+  def load_estimate
+    log "Attempting to load Estimate with params: #{params.inspect}"
+    @estimate = find_estimate || sync_and_find_estimate
+
+    unless @estimate
+      redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_estimate_not_found) }
+    end
+  end
+
+  # Attempts to find the estimate locally by ID or doc number.
+  def find_estimate
+    return Estimate.find_by(doc_number: params[:search]) if params[:search].present?
+    return Estimate.find_by(id: params[:id]) if params[:id].present?
+  end
+
+  # If the estimate is not found locally, attempts to sync it from the source and find it again.
+  def sync_and_find_estimate
+
+    if params[:search].present?
+      log "Estimate #{params[:search]} not found locally. Syncing by doc number."
+      Estimate.sync_by_doc_number(params[:search])
+      return Estimate.find_by(doc_number: params[:search])
+    end
+
+    if params[:id].present?
+      log "Estimate #{params[:id]} not found locally. Syncing by ID."
+      Estimate.sync_by_id(params[:id])
+      return Estimate.find_by(id: params[:id])
+    end
+
+    nil
+  rescue StandardError => e
+    log "Estimate sync failed: #{e.message}"
+    nil
+  end
+
+  # Renders the estimate PDF or redirects with an error if rendering fails.
+  def render_pdf(estimate)
+    pdf, ref = EstimatePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: [estimate.id])
+    send_data( pdf, filename: "estimate #{ref}.pdf", disposition: :inline, type: "application/pdf" )
+  rescue StandardError => e
+    log "PDF render failed for Estimate #{estimate&.id}: #{e.message}"
+    redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_estimate_not_found) }
+  end
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[EstimateController] #{msg}"
+  end
+end

app/controllers/invoice_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,19 +8,29 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 class InvoiceController < ApplicationController
-  unloadable
-  
   include AuthHelper
-  
-  before_filter :require_user
-  
-  #
-  # Downloads and forwards the invoice pdf
-  #
+
+  before_action :require_user, unless: -> { session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: -> { session[:token].nil? }
+
+  # Displays the invoice PDF in the browser or redirects with an error if not found.
   def show
-    base = QboInvoice.get_base.service
-    invoice = base.fetch_by_id(params[:id])
-    @pdf = base.pdf(invoice)
-    send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+    log "Processing request for #{request.original_url}"
+
+    invoice_ids = Array(params[:invoice_ids] || params[:id])
+    pdf, ref = InvoicePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: invoice_ids)
+
+    send_data pdf, filename: "invoice #{ref}.pdf", disposition: :inline, type: "application/pdf"
+
+  rescue StandardError => e
+    log "Invoice PDF failure: #{e.message}"
+    redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_invoice_not_found) }
   end
-end
+
+  private
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[InvoiceController] #{msg}"
+  end
+end

app/controllers/qbo_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -9,113 +9,68 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class QboController < ApplicationController
-  unloadable
-  
   include AuthHelper
-  
-  before_filter :require_user, :except => :qbo_webhook
-  skip_before_filter :verify_authenticity_token, :check_if_login_required
 
-  #
-  # Called when the QBO Top Menu us shown
-  #
-  def index
-    @qbo = Qbo.first
-    @customer_count = Customer.count
-    @qbo_item_count = QboItem.count
-    @qbo_employee_count = QboEmployee.count
-    @qbo_invoice_count = QboInvoice.count
-    @qbo_estimate_count = QboEstimate.count
-  end
+  before_action :require_user, except: :webhook
+  skip_before_action :verify_authenticity_token, :check_if_login_required, only: :webhook
 
-  #
-  # Called when the user requests that Redmine to connect to QBO
-  #
+  # Initiates the OAuth authentication process by redirecting the user to the QuickBooks authorization URL. The callback URL is generated based on the application's settings and routes.
   def authenticate
-    callback = qbo_oauth_callback_url
-    token = Qbo.get_oauth_consumer.get_request_token(:oauth_callback => callback)
-    session[:qb_request_token] = Marshal.dump(token)
-    redirect_to("https://appcenter.intuit.com/Connect/Begin?oauth_token=#{token.token}") and return
+    redirect_to QboOauthService.authorization_url(callback_url: callback_url)
   end
 
-  #
-  # Called by QBO after authentication has been processed
-  #
+  # Handles the OAuth callback from QuickBooks. Exchanges the authorization code for access and refresh tokens, saves the connection details, and redirects to the sync page with a success notice. If any error occurs during the process, logs the error and redirects back to the plugin settings page with an error message.
   def oauth_callback
-    at = Marshal.load(session[:qb_request_token]).get_access_token(:oauth_verifier => params[:oauth_verifier])
-    
-    #There can only be one...
-    Qbo.destroy_all
+    QboOauthService.exchange!(code: params[:code], callback_url: callback_url, realm_id: params[:realmId])
 
-    # Save the authentication information 
-    qbo = Qbo.new
-    qbo.qb_token = at.token
-    qbo.qb_secret = at.secret
-    qbo.token_expires_at = 6.months.from_now.utc
-    qbo.reconnect_token_at = 5.months.from_now.utc
-    qbo.company_id = params['realmId']
-    if qbo.save!
-      redirect_to qbo_path, :flash => { :notice => "Successfully connected to Quickbooks" }
-    else
-      redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
-    end
-  end
-  
-  # Quickbooks Webhook Callback
-  def qbo_webhook
-    
-    if request.headers['Content-Type'] == 'application/json'
-      data = JSON.parse(request.body.read)
-    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']
-      
-      # TODO rename all other models!
-      name.prepend("Qbo") if not name.eql? "Customer"
-      
-      # Magicly initialize the correct class
-      obj = name.constantize
-      
-      # for merge events
-      obj.delete(entity['deletedId']) if entity['deletedId']
-      
-      #Check to see if we are deleting a record
-      if entity['operation'].eql? "Delete"
-          obj.delete(id)
-      #if not then update!
-      else
-        obj.sync_by_id(id)
-      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
+    redirect_to qbo_sync_path, flash: { notice: I18n.t(:label_connected) }
+
+  rescue StandardError => e
+    log "OAuth failure: #{e.message}"
+    redirect_to plugin_settings_path(:redmine_qbo), flash: { error: I18n.t(:label_error) }
   end
 
-  #
-  # Synchronizes the QboCustomer table with QBO
-  #
+  # Manual billing endpoint to trigger the billing process for a specific issue. Validates the issue and its associations, enqueues a job to bill the issue's time entries, and redirects back to the issue with a notice. If validation fails, redirects back with an error message.
+  def bill
+    issue = Issue.find_by(id: params[:id])
+    raise I18n.t(:notice_error_issue_not_found) unless issue
+    raise I18n.t(:notice_billing_error_no_customer) unless issue.customer
+    raise I18n.t(:notice_billing_error_no_employee) unless issue.assigned_to&.employee_id.present?
+    raise I18n.t(:notice_billing_error_no_qbo) unless Qbo.exists?
+
+    BillIssueTimeJob.perform_later(issue.id)
+
+    redirect_to issue, flash: { notice: "#{I18n.t(:label_billing_enqueued)} #{issue.customer.name}"}
+
+  rescue StandardError => e
+    redirect_to issue || root_path, flash: { error: e.message }
+  end
+
+  # Manual sync endpoint to trigger a full synchronization of QuickBooks entities with the local database. Enqueues all relevant sync jobs and redirects to the home page with a notice that syncing has started.
   def sync
-    if Qbo.exists?
-      Customer.sync
-      QboItem.sync
-      QboEmployee.sync
-      QboEstimate.sync
-      QboInvoice.sync
-      
-      # Record the last sync time
-      Qbo.update_time_stamp
-    end
-
-    redirect_to qbo_path(:redmine_qbo), :flash => { :notice => "Successfully synced to Quickbooks" }
+    QboSyncDispatcher.full_sync!
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
   end
-end
+
+  # Endpoint to receive QuickBooks webhook notifications. Validates the request and processes the payload to sync relevant data to Redmine. Responds with appropriate HTTP status codes based on success or failure of processing.
+  def webhook
+    QboWebhookProcessor.process!(request: request)
+    head :ok
+
+  rescue StandardError => e
+    log "Webhook failure: #{e.message}"
+    head :unauthorized
+  end
+
+  private
+
+  # Constructs the OAuth callback URL based on the application's settings and routes. This URL is used during the OAuth flow to redirect users back to the application after authentication with QuickBooks.
+  def callback_url
+    "#{Setting.protocol}://#{Setting.host_name}#{qbo_oauth_callback_path}"
+  end
+
+  # Logs messages with a consistent prefix for easier debugging and monitoring.
+  def log(msg)
+    Rails.logger.info "[QboController] #{msg}"
+  end
+end

app/controllers/vehicles_controller.rb

@@ -1,108 +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.
-
-# This controller class will handle map management
-class VehiclesController < ApplicationController
-  unloadable
-  
-  include AuthHelper
-  
-  before_filter :require_user
-  
-  # display a list of all vehicles
-  def index
-    if params[:search]
-      @vehicles = Vehicle.search(params[:search]).paginate(:page => params[:page])
-      if only_one_non_zero?(@vehicles)
-        redirect_to @vehicles.first
-      end
-    end
-  end
-
-  # return an HTML form for creating a new vehicle
-  def new
-    @vehicle = Vehicle.new
-    @customers = Customer.all.order(:name)
-  end
-
-  # create a new vehicle
-  def create
-    @vehicle = Vehicle.new(params[:vehicle])
-    if @vehicle.save
-      flash[:notice] = "New Vehicle Created"
-      redirect_to @vehicle
-    else
-      flash[:error] = @vehicle.errors.full_messages.to_sentence 
-      redirect_to new_vehicle_path
-    end
-  end
-  
-  # display a specific vehicle
-  def show
-    begin
-      @vehicle = Vehicle.find_by_id(params[:id])
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
-  end
-  
-  # return an HTML form for editing a vehicle
-  def edit
-    begin
-      @vehicle = Vehicle.find_by_id(params[:id])
-      @customer = @vehicle.customer.id
-      @customers = Customer.all.order(:name)
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
-  end
-  
-  # update a specific vehicle
-  def update
-    @customer = params[:customer]
-    begin   
-      @vehicle = Vehicle.find_by_id(params[:id])
-      if @vehicle.update_attributes(params[:vehicle])
-        flash[:notice] = "Vehicle updated"
-        redirect_to @vehicle
-      else
-        flash[:error] = @vehicle.errors.full_messages.to_sentence if @vehicle.errors
-        redirect_to edit_vehicle_path
-      end
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
-  end  
-
-  # delete a specific vehicle
-  def destroy
-    begin
-      Vehicle.find_by_id(params[:id]).destroy
-      flash[:notice] = "Vehicle deleted successfully"
-      redirect_to action: :index
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
-  end
-  
-  private
-  
-  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
-
-end

app/helpers/auth_helper.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -11,8 +11,46 @@
 module AuthHelper
 
   def require_user
+    return unless session[:token].nil?
     if !User.current.logged?
-      render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
+      flash[:error] = t :notice_forbidden
+      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)
+      flash[:error] = t :notice_forbidden
+      render_403
+    end
+  end
+  
+  
+  def global_check_permission(permission)
+    if !globaly_allowed_to?(permission)
+      flash[:error] = t :notice_forbidden
+      render_403
+    end
+  end
+  
+  def globaly_allowed_to?( action)
+    return false if User.current.nil?
+
+    projects = Project.all
+    projects.each { |p|
+      if User.current.allowed_to?(action, p)
+        return true
+      end
+    }
+    false
+  end
+    
 end

app/jobs/bill_issue_time_job.rb

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

app/jobs/customer_sync_job.rb

@@ -0,0 +1,36 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class CustomerSyncJob < ApplicationJob
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  # Perform a full sync of all customers, or an incremental sync of only those updated since the last sync
+  def perform(full_sync: false, id: nil)
+    qbo = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
+
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for customer ##{id || 'all'}..."
+
+    service = CustomerSyncService.new(qbo: qbo)
+
+    if id.present?
+      service.sync_by_id(id)
+    else
+      service.sync(full_sync: full_sync)
+    end
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[CustomerSyncJob] #{msg}"
+  end
+end

app/jobs/employee_sync_job.rb

@@ -0,0 +1,36 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class EmployeeSyncJob < ApplicationJob
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  # Performs a sync of employees from QuickBooks Online.
+  def perform(full_sync: false, id: nil)
+    qbo = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
+
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for employee ##{id || 'all'}..."
+
+    service = EmployeeSyncService.new(qbo: qbo)
+
+    if id.present?
+      service.sync_by_id(id)
+    else
+      service.sync(full_sync: full_sync)
+    end
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[EmployeeSyncJob] #{msg}"
+  end
+end

app/jobs/estimate_sync_job.rb

@@ -0,0 +1,38 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class EstimateSyncJob < ApplicationJob
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  # Performs a sync of estimates from QuickBooks Online.
+  def perform(full_sync: false, id: nil, doc_number: nil)
+    qbo = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
+
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for estimate ##{id || doc_number || 'all'}..."
+
+    service = EstimateSyncService.new(qbo: qbo)
+
+    if id.present?
+      service.sync_by_id(id)
+    elsif doc_number.present?
+      service.sync_by_doc(doc_number)
+    else
+      service.sync(full_sync: full_sync)
+    end
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[EstimateSyncJob] #{msg}"
+  end
+end

app/jobs/invoice_sync_job.rb

@@ -0,0 +1,36 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class InvoiceSyncJob < ApplicationJob
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  # Performs a sync of invoices from QuickBooks Online.
+  def perform(full_sync: false, id: nil)
+    qbo = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
+
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for invoice ##{id || 'all'}..."
+
+    service = InvoiceSyncService.new(qbo: qbo)
+
+    if id.present?
+      service.sync_by_id(id)
+    else
+      service.sync(full_sync: full_sync)
+    end
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[InvoiceSyncJob] #{msg}"
+  end
+end

app/jobs/qbo_sync_dispatcher.rb

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

app/jobs/qbo_webhook_processor.rb

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

app/jobs/webhook_process_job.rb

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

app/models/concerns/quickbooks_oauth.rb

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

app/models/customer.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -9,187 +9,198 @@
 #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
-  
+
+  include Redmine::Acts::Searchable
+  include Redmine::Acts::Event  
+  include Redmine::I18n
+
   has_many :issues
-  has_many :qbo_purchases
-  has_many :vehicles
-  
-  attr_accessible :name, :notes, :email, :primary_phone, :mobile_phone
+  has_many :invoices
+  has_many :estimates
+ 
   validates_presence_of :id, :name
+  before_validation :normalize_phone_numbers
   
   self.primary_key = :id
-  
-  # returns a human readable string
-  def to_s
-    return name
-  end
-  
-  # Convenience Method
-  # returns the customer's email
-  def email
-    pull unless @details
-    begin
-      return @details.email_address.address
-    rescue
-      return nil
+
+  acts_as_searchable columns: %w[name phone_number mobile_phone_number ],
+                     scope: ->(_context) { left_joins(:project) },
+                     date_column: :updated_at
+
+  acts_as_event :title => Proc.new {|o| "#{o}"},
+                :url => Proc.new {|o| { :controller => 'customers', :action => 'show', :id => o.id} },
+                :type => :to_s,
+                :description => Proc.new {|o| "#{I18n.t :label_primary_phone}: #{o.phone_number} #{I18n.t:label_mobile_phone}: #{o.mobile_phone_number}"},
+                :datetime => Proc.new {|o| o.updated_at || o.created_at}
+
+  # Returns the details of the customer. If the details have already been fetched, it returns the cached version. Otherwise, it fetches the details from QuickBooks Online and caches them for future use. This method is used to access the customer's information in a way that minimizes unnecessary API calls to QBO, improving performance and reducing latency.
+  def details
+    return (@details ||= Quickbooks::Model::Customer.new) if new_record?
+
+    @details ||= begin
+      xml = Rails.cache.fetch(details_cache_key, expires_in: 10.minutes) do
+        fetch_details.to_xml_ns
+      end
+
+      Quickbooks::Model::Customer.from_xml(xml)
     end
   end
+
+  # Generates a unique cache key for storing this customer's QBO details.
+  def details_cache_key
+    "customer:#{id}:qbo_details:#{updated_at.to_i}"
+  end
+
+  # Returns the customer's email address
+  def email
+    details
+    return @details&.email_address&.address
+  end
   
-  # Convenience Method
-  # Sets the email
+  # Updates the customer's email address
   def email=(s)
-    pull unless @details
+    details
     @details.email_address = s
   end
   
-  # Convenience Method
-  # returns the customer's primary phone
-  def primary_phone
-    pull unless @details
-    begin
-      return @details.primary_phone.free_form_number
-    rescue
-      return nil
+
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
+  def self.last_sync
+    return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
+    format_time(maximum(:updated_at))
+  end
+  
+  # Customers are not bound by a project
+  # but we need to implement this method for the Redmine::Acts::Searchable interface
+  def project
+    nil
+  end
+
+  # Magic Method
+  # Maps Get/Set methods to QBO customer object
+  def method_missing(method_name, *args, &block)
+    if Quickbooks::Model::Customer.method_defined?(method_name)
+      details
+      @details.public_send(method_name, *args, &block)
+    else
+      super
     end
   end
-  
-  # Convenience Method
-  # 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
-  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
+    details
+    return @details&.mobile_phone&.free_form_number
   end
   
-  # Convenience Method
   # Updates the custome's mobile phone number
   def mobile_phone=(n)
-    pull unless @details
+    details
     pn = Quickbooks::Model::TelephoneNumber.new
     pn.free_form_number = n
     @details.mobile_phone = pn
   end
-  
-  # Convenience Method
+
   # Updates Both local DB name & QBO display_name
   def name=(s)
-    pull unless @details
+    details
     @details.display_name = s
     super
   end
-  
-  # Magic Method
-  # Maps Get/Set methods to QBO customer object
-  def method_missing(sym, *arguments)  
-    # Check to see if the method exists
-    if Quickbooks::Model::Customer.method_defined?(sym)
-      # download details if required
-      pull unless @details
-      method_name = sym.to_s
-      # Setter
-      if method_name[-1, 1] == "="  
-        @details.method(method_name).call(arguments[0])  
-      # Getter
-      else  
-        return @details.method(method_name).call 
-      end
-    end  
-  end  
-  
-  # proforms a bruteforce sync operation
-  # This needs to be simplified
-  def self.sync 
-    service = Qbo.get_base(:customer).service
 
-    # Sync ALL customers if the database is empty
-    #if count == 0
-      customers = service.all
-    #else
-    #  last = Qbo.first.last_sync
-    #  query = "Select Id, DisplayName From Customer"
-    #  query << " Where Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
-    #  customers = service.query(query)
-    #end
-    
-    customers.each do |customer|
-      qbo_customer = Customer.find_or_create_by(id: customer.id)
-      if customer.active?
-        if not qbo_customer.name.eql? customer.display_name
-          qbo_customer.name = customer.display_name
-          qbo_customer.id = customer.id
-          qbo_customer.save_without_push
-        end
-      else
-        if not qbo_customer.new_record?
-          qbo_customer.delete
-        end
-      end
-    end
+  # Normalizes phone numbers by removing non-digit characters. This method is called before validation to ensure that phone numbers are stored in a consistent format, which can help with searching and integration with external systems like QuickBooks Online.
+  def normalize_phone_numbers
+    self.phone_number = phone_number.to_s.gsub(/\D/, '') if phone_number.present?
+    self.mobile_phone_number = mobile_phone_number.to_s.gsub(/\D/, '') if mobile_phone_number.present?
+  end
+
+  # Sets the notes for the customer
+  def notes=(s)
+    details
+    @details.notes = s
+  end
+
+  # returns the customer's primary phone
+  def primary_phone
+    details
+    return @details&.primary_phone&.free_form_number
   end
   
-  # Searchs the database for a customer by name
+  # Updates the customer's primary phone number
+  def primary_phone=(n)
+    details
+    pn = Quickbooks::Model::TelephoneNumber.new
+    pn.free_form_number = n
+    @details.primary_phone = pn
+  end
+
+  # Repsonds to missing methods by delegating to the QBO customer details object if the method is defined there. This allows for dynamic access to any attributes or methods of the QBO customer without having to explicitly define them in the Customer model, providing flexibility and reducing boilerplate code.
+  def respond_to_missing?(method_name, include_private = false)
+    Quickbooks::Model::Customer.method_defined?(method_name) || super
+  end
+
+  # Seach for customers by name or phone number
   def self.search(search)
-    where("name LIKE ?", "%#{search}%").order(:name)
+    #return none if search.blank?
+    search = sanitize_sql_like(search)
+    where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
   end
-  
-  # proforms a bruteforce sync operation
-  # This needs to be simplified
-  def self.sync_by_id(id) 
-    service = Qbo.get_base(:customer).service
 
-    customer = service.fetch_by_id(id)
-    qbo_customer = Customer.find_or_create_by(id: customer.id)
-    if customer.active?
-      if not qbo_customer.name.eql? customer.display_name
-        qbo_customer.name = customer.display_name
-        qbo_customer.id = customer.id
-        qbo_customer.save_without_push
-      end
-    else
-      if not qbo_customer.new_record?
-        qbo_customer.delete
-      end
+  # Override the defult redmine seach method to rank results by id
+  def self.search_result_ranks_and_ids(tokens, user, project = nil, options = {})
+    return {} if tokens.blank?
+
+    scope = self.all
+
+    tokens.each do |token|
+      scope = scope.search(token)
     end
+
+    ids = scope.distinct.limit(options[:limit] || 100).pluck(:id)
+    ids.index_with { |id| id }
   end
   
+  # performs a sync operation for all customers
+  def self.sync 
+    CustomerSyncJob.perform_later(full_sync: false)
+  end
+
+  # performs a sync operation for a specific customer
+  def self.sync_by_id(id) 
+    CustomerSyncJob.perform_later(id: id)
+  end
+  
+  # returns a human readable string
+  def to_s
+    last4 = phone_number&.last(4)
+    last4.present? ? "#{name} - #{last4}" : name.to_s
+  end
+
   # Push the updates
   def save_with_push
-    begin
-      @details = Qbo.get_base(:customer).service.update(@details)
-      #raise "QBO Fault" if @details.fault?
-      self.id = @details.id
-    rescue Exception => e
-      errors.add(e.message)
-    end
+    log "Starting push for customer ##{self.id}..."
+    qbo = QboConnectionService.current!
+    CustomerService.new(qbo: qbo, customer: self).push()
+    Rails.cache.delete(details_cache_key)
     save_without_push
   end
-  
+
   alias_method :save_without_push, :save
   alias_method :save, :save_with_push
   
   private
-  
-  # pull the details
-  def pull
-    begin
-      raise Exception unless self.id
-      @details = Qbo.get_base(:customer).find_by_id(self.id)
-    rescue Exception => e
-      @details = Quickbooks::Model::Customer.new
-    end
+
+  # Fetches the customer's details from QuickBooks Online. If the customer has an ID, it makes an authenticated request to QBO to retrieve the customer's information. If the customer does not have an ID or if there is an error during the fetch, it returns a new instance of Quickbooks::Model::Customer with default values. This method is used to ensure that the customer object has the most up-to-date information from QBO when needed.
+  def fetch_details
+    return Quickbooks::Model::Customer.new unless id.present?
+    log "Fetching details for customer ##{id} from QBO..."
+    qbo = QboConnectionService.current!
+    CustomerService.new(qbo: qbo, customer: self).pull()
+  end
+
+  # Log messages with the entity type for better traceability
+  def log(msg)
+    Rails.logger.info "[Customer] #{msg}"
   end
   
 end

app/models/customer_token.rb

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

app/models/employee.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,35 +8,29 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
-class QboEmployee < ActiveRecord::Base
-  unloadable
-  has_many :users
-  attr_accessible :name
-  validates_presence_of :id, :name
+class Employee < ActiveRecord::Base
   
-  def self.get_base
-    Qbo.get_base(:employee)
+  include Redmine::I18n
+
+  has_many :users
+  validates_presence_of :id, :name
+
+  self.primary_key = :id
+
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
+  def self.last_sync
+    return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
+    format_time(maximum(:updated_at))
   end
   
-  def self.sync 
-    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
+  # Sync all employees, typically triggered by a scheduled task or manual sync request
+  def self.sync
+    EmployeeSyncJob.perform_later(full_sync: true)
   end
 
+  # Sync a single employee by ID, typically triggered by a webhook notification or manual sync request
   def self.sync_by_id(id)
-    employee = get_base.service.fetch_by_id(id)
-    qbo_employee = find_or_create_by(id: employee.id)
-    qbo_employee.name = employee.display_name
-    qbo_employee.id = employee.id
-    qbo_employee.save!
+    EmployeeSyncJob.perform_later(id: id)
   end
+  
 end

app/models/estimate.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,40 +8,45 @@
 #
 #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
+class Estimate < ActiveRecord::Base
+  
+  include Redmine::I18n
 
+  has_and_belongs_to_many :issues
+  belongs_to :customer 
+  validates_presence_of :doc_number, :id
   self.primary_key = :id
 
-  def self.get_base
-    Qbo.get_base(:item)
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
+  def self.last_sync
+    return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
+    format_time(maximum(:updated_at))
+  end
+
+  # returns a human readable string
+  def to_s
+    return self[:doc_number]
   end
   
-  def self.sync 
-    last = Qbo.first.last_sync
+  # sync all estimates
+  def self.sync
+    EstimateSyncJob.perform_later(full_sync: false)
+  end
+  
+  # sync only one estimate
+  def self.sync_by_id(id)
+    EstimateSyncJob.perform_later(id: id)
+  end
 
-    query = "SELECT Id, Name FROM Item WHERE Type = 'Service' "
-    query << " AND  Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last 
-   
-    if count == 0
-      items = get_base.service.all
-    else
-      items = get_base.service.query(query)
-    end
+  # sync only one estimate
+  def self.sync_by_doc_number(number)
+    EstimateSyncJob.perform_later(doc_number: number)
+  end
 
-    unless items.count = 0
-      items.find_by(:type, "Service").each { |i|
-        qbo_item = QboItem.find_or_create_by(id: i.id)
-        qbo_item.name = i.name
-        qbo_item.id = i.id
-        qbo_item.save
-      }
-    end
-      
-#    QboItem.where.not(items.map(&:id)).destroy_all
+  private
+
+  def log(msg)
+    Rails.logger.info "[Estimate] #{msg}"
   end
   
 end

app/models/invoice.rb

@@ -0,0 +1,44 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class Invoice < ActiveRecord::Base
+
+  include Redmine::I18n
+
+  has_and_belongs_to_many :issues
+  belongs_to :customer
+
+  validates :id, presence: true, uniqueness: true
+  validates :doc_number, :txn_date, presence: true
+
+  self.primary_key = :id
+
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
+  def self.last_sync
+    return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
+    format_time(maximum(:updated_at))
+  end
+
+  # Return the invoice's document number as its string representation
+  def to_s
+    doc_number
+  end
+
+  # Sync all invoices from QuickBooks, typically triggered by a scheduled task or manual sync request
+  def self.sync
+    InvoiceSyncJob.perform_later(full_sync: true)
+  end
+
+  # Sync a single invoice by ID, typically triggered by a webhook notification or manual sync request
+  def self.sync_by_id(id)
+    InvoiceSyncJob.perform_later(id: id)
+  end
+
+end

app/models/qbo.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -9,50 +9,38 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class Qbo < ActiveRecord::Base
-  unloadable
-  validates_presence_of :qb_token, :qb_secret, :company_id, :token_expires_at, :reconnect_token_at
-  
-  OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
-  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
-  
-  $qb_oauth_consumer = OAuth::Consumer.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_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
-   
-  def self.get_oauth_consumer
-    # Quickbooks Config Info
-    return $qb_oauth_consumer
-  end
+  include QuickbooksOauth
+  include Redmine::I18n
 
-  # Get a quickbooks base object for type
-  # @params type of base
-  def self.get_base(type)
-    Quickbooks::Base.new(first, type)
-  end
-   
-   # Get the QBO account
-  def self.get_account
-    first
-  end
+  validate :single_record_only, on: :create
   
   # Updates last sync time stamp
   def self.update_time_stamp
-    qbo = Qbo.first
-    qbo.last_sync = DateTime.now
+    date = DateTime.now
+    log "Updating QBO timestamp to #{date}"
+    qbo = QboConnectionService.current!
+    qbo.last_sync = date
     qbo.save
   end
   
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
   def self.last_sync
-    format_time(Qbo.first.last_sync)
+    qbo = QboConnectionService.current!
+    return I18n.t(:label_qbo_never_synced) unless qbo&.last_sync
+    format_time(qbo.last_sync)
   end
+
+  private
+
+  # Logs a message with a QBO-specific prefix for easier identification in the logs.
+  def self.log(msg)
+    logger.info "[QBO] #{msg}"
+  end
+
+  # Validates that only one QBO connection record exists in the database. Adds an error if a record already exists.
+  def single_record_only
+    errors.add(:base, "Only one QBO connection allowed") if Qbo.exists?
+  end
+
 end

app/models/qbo_estimate.rb

@@ -1,53 +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 QboEstimate < ActiveRecord::Base
-  unloadable
-  has_many :issues
-  attr_accessible :doc_number
-  validates_presence_of :id, :doc_number
-  
-  def self.get_base
-    Qbo.get_base(:estimate)
-  end
-  
-  def self.sync 
-    estimates = get_base.service.all
-  
-    # Update the item table
-    transaction do
-        estimates.each { |estimate|
-          qbo_estimate = QboEstimate.find_or_create_by(id: estimate.id)
-          qbo_estimate.doc_number = estimate.doc_number
-          qbo_estimate.id = estimate.id
-          qbo_estimate.save!
-        }
-    end
-    
-    #remove deleted estimates
-    where.not(estimates.map(&:id)).destroy_all
-  end
-  
-  def self.sync_by_id(id)
-    estimate = get_base.service.fetch_by_id(id)
-    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
-  
-  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

app/models/qbo_invoice.rb

@@ -1,63 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2016 rick barrette
-#
-#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
-#
-#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
-#
-#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
-
-class QboInvoice < ActiveRecord::Base
-  unloadable
-  has_many :issues
-  attr_accessible :doc_number
-  validates_presence_of :id, :doc_number
-  
-  def self.get_base
-    Qbo.get_base(:invoice)
-  end
-  
-  def self.sync
-    #Pull the invoices from the quickbooks server
-    #invoices = get_base.service.all
-    
-    last = Qbo.first.last_sync
-    
-    query = "SELECT Id, DocNumber FROM Invoice"
-    query << " WHERE  Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
-  
-    if count == 0
-      invoices = get_base.service.all 
-    else
-      invoices = get_base.service.query()
-    end
-    
-    # Update the invoice table 
-    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! 
-    }
-    
-    #remove deleted invoices 
-    #where.not(invoices.map(&:id)).destroy_all
-  end
-  
-  def self.sync_by_id(id)
-    invoice = get_base.service.fetch_by_id(id) 
-    qbo_invoice = find_or_create_by(id: invoice.id) 
-    qbo_invoice.doc_number = invoice.doc_number 
-    qbo_invoice.id = invoice.id
-    qbo_invoice.save! 
-  end
-  
-  def self.update(id)
-    # Update the item table
-    invoice = get_base.service.fetch_by_id(id)
-      qbo_invoice = find_or_create_by(id: id)
-      qbo_invoice.doc_number = invoice.doc_number
-      qbo_invoice.save!
-  end
-end

app/models/vehicle.rb

@@ -1,130 +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 Vehicle < ActiveRecord::Base
-  
-  unloadable
-  
-  API_KEY = Setting.plugin_redmine_qbo['settingsEdmundsAPIKey']
-  
-  belongs_to :customer
-  has_many :issues, :foreign_key => 'vehicles_id'
-  
-  attr_accessible :year, :make, :model, :customer_id, :notes, :vin
-  
-  validates_presence_of :customer
-  validates :vin, uniqueness: true
-  #validates :year, numericality: { only_integer: true }
-  
-  before_save :decode_vin
-  after_initialize :get_details
-  
-  self.primary_key = :id
-  
-  # returns a human readable string
-  def to_s
-    return "#{year} #{make} #{model}"
-  end
-  
-  # returns the raw JSON details from EMUNDS
-  def details
-    return @details
-  end
-  
-  # returns the style of the vehicle
-  def style
-    begin
-      return @details['years'][0]['styles'][0]['name'] if @details
-    rescue
-      return nil
-    end
-  end
-  
-  # returns the drive of the vehicle i.e. 2 wheel, 4 wheel, ect.
-  def drive
-    return @details['drivenWheels'].to_s.upcase if @details
-  end
-  
-  # returns the number of doors of the vehicle
-  def doors
-    return @details['numOfDoors'] if @details
-  end
-  
-  # Force Upper Case for VIN numbers
-  def make=(val)
-    # The to_s is in case you get nil/non-string
-    write_attribute(:make, val.to_s.titleize)
-  end
-  
-  # Force Upper Case for VIN numbers
-  def model=(val)
-    # The to_s is in case you get nil/non-string
-    write_attribute(:model, val.to_s.titleize)
-  end
-  
-  # Force Upper Case for VIN numbers
-  def vin=(val)
-    # The to_s is in case you get nil/non-string
-    write_attribute(:vin, val.to_s.upcase)
-  end
-  
-  # search for a vin
-  def self.search(search)
-    where("vin LIKE ?", "%#{search}%")
-  end
-  
-  private
-  
-  # init method to pull JSON details from Edmunds
-  def get_details
-    if self.vin?
-      begin
-        @details = JSON.parse get_decoder.full(self.vin)
-        raise @details['message'] if @details['status'] == "NOT_FOUND" 
-        raise @details['message'] if @details['status'] == "BAD_REQUEST"
-      rescue Exception => e
-        errors.add(:vin, e.message)
-      end
-    end
-  end
-  
-  # returns the Edmunds decoder service
-  def get_decoder
-    #TODO API Code via Settings
-    return decoder = Edmunds::Vin.new(API_KEY)
-  end
-  
-  # decodes a vin and updates self
-  def decode_vin
-    get_details
-    if @details
-      begin
-        self.year = @details['years'][0]['year']
-        self.make = @details['make']['name']
-        self.model = @details['model']['name']
-      rescue Exception => e
-        errors.add(:vin, e.message)
-      end
-    end
-    self.name = to_s
-  end
-  
-  # makes a squishvin
-  # https://api.edmunds.com/api/vehicle/v2/squishvins/#{vin}/?fmt=json&api_key=#{ENV['edmunds_key']}
-  def vin_squish
-    if not self.vin? or self.vin.size < 11
-      # this is to go ahead and query the API, letting them handle the error. :P
-      return '1000000000A'
-    end
-    v = self.vin[0,11]
-    return v.slice(0,8) + v.slice(9,11)
-  end
-  
-end

app/services/customer_service.rb

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

app/services/customer_sync_service.rb

@@ -1,25 +1,32 @@
-#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 UsersShowHookListener < Redmine::Hook::ViewListener
-
-  # View User
-  def view_users_form(context={})
-    
-    # Update the users
-    #QboEmployee.update_all
- 
-    # Check to see if there is a quickbooks user attached to the issue
-    @selected = context[:user].qbo_employee.id if context[:user].qbo_employee
-
-    # Generate the drop down list of quickbooks contacts
-    return "<p>#{context[:form].select :qbo_employee_id, QboEmployee.all.pluck(:name, :id), :selected => @selected, include_blank: true}</p>"
-  end
-end
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class CustomerSyncService < SyncServiceBase
+
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Customer
+  end
+
+  # Determine if the remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
+  def destroy_remote?(remote)
+    !remote.active?
+  end
+
+  # Map relevant attributes from the QBO Customer to the local Customer model
+  def process_attributes(local, remote)
+    local.name = remote.display_name
+    local.phone_number = remote.primary_phone&.free_form_number&.gsub(/\D/, '')
+    local.mobile_phone_number = remote.mobile_phone&.free_form_number&.gsub(/\D/, '')
+  end
+
+end

app/services/employee_sync_service.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,12 +8,23 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
-require File.expand_path('../../test_helper', __FILE__)
+class EmployeeSyncService < SyncServiceBase
 
-class QboCustomersTest < ActiveSupport::TestCase
+  private
 
-  # Replace this with your real tests.
-  def test_truth
-    assert true
+  # Specify the local model this service syncs
+  def self.model_class
+    Employee
   end
-end
+
+  # Determine if the remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
+  def destroy_remote?(remote)
+    !remote.active?
+  end
+
+  # Map relevant attributes from the QBO Employee to the local Employee model
+  def process_attributes(local, remote)
+    local.name = remote.display_name
+  end
+
+end

app/services/estimate_pdf_service.rb

@@ -1,15 +1,16 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
 #The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+class EstimatePdfService < PdfServiceBase
 
-class UpdateVehicles < ActiveRecord::Migration
-  def change
-    add_column :vehicles, :name, :text
+  def self.model_class
+    Estimate
   end
-end
+
+end

app/services/estimate_sync_service.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,17 +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 CreateVehicles < ActiveRecord::Migration
+class EstimateSyncService < SyncServiceBase
   
-  def change  
-    create_table :vehicles do |t| 
-      t.integer :year
-      t.string  :make
-      t.string  :model
-      t.string  :vin
-      t.text    :notes
-    end
-    
-    add_reference :vehicles, :qbo_customer, index: true
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Estimate
   end
-end
+
+  # Map relevant attributes from the QBO Estimate to the local Estimate model
+  def process_attributes(local, remote)
+    local.doc_number = remote.doc_number
+    local.txn_date = remote.txn_date
+    local.customer = Customer.find_by(id: remote.customer_ref&.value)
+  end
+
+end

app/services/invoice_attachment_service.rb

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

app/services/invoice_custom_field_sync_service.rb

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

app/services/invoice_pdf_service.rb

@@ -0,0 +1,16 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+class InvoicePdfService < PdfServiceBase
+
+  def self.model_class
+    Invoice
+  end
+
+end

app/services/invoice_push_service.rb

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

app/services/invoice_sync_service.rb

@@ -1,45 +1,35 @@
-#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.
-
-require_dependency 'issue'
-
-# Patches Redmine's Issues dynamically.  
-# Adds a relationships
-module IssuePatch
-
-  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
-      belongs_to :qbo_item, primary_key: :id
-      belongs_to :qbo_estimate, primary_key: :id
-      belongs_to :qbo_invoice, primary_key: :id
-      belongs_to :vehicle, primary_key: :id
-    end
-    
-  end
-    
-  module ClassMethods
-    
-  end
-  
-  module InstanceMethods
-  
-  end
-  
-end    
-
-# Add module to Issue
-Issue.send(:include, IssuePatch)
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class InvoiceSyncService < SyncServiceBase
+  
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Invoice
+  end
+  
+  # Map relevant attributes from the QBO Invoice to the local Invoice model
+  def process_attributes(local, remote)
+    local.doc_number      = remote.doc_number
+    local.txn_date        = remote.txn_date
+    local.due_date        = remote.due_date
+    local.total_amount    = remote.total
+    local.balance         = remote.balance
+    local.qbo_updated_at  = remote.meta_data&.last_updated_time
+    local.customer = Customer.find_by(id: remote.customer_ref&.value)
+  end
+
+  # Attach QBO Invoices to the local Issues
+  def attach_documents(local, remote)
+    InvoiceAttachmentService.new(local, remote).attach
+  end
+end

app/services/pdf_service_base.rb

@@ -0,0 +1,66 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+class PdfServiceBase
+  
+  require 'combine_pdf'
+
+  # Subclasses should initialize with a QBO client instance
+  def initialize(qbo:)
+    @qbo = qbo
+    @entity = self.class.model_class
+  end
+
+  # Subclasses must implement this to specify which document model to download pdf (e.g. Estimate, Invoice)
+  def self.model_class
+    raise NotImplementedError
+  end
+
+  # Fetches the PDF for the given entity IDs. If multiple IDs are provided, their PDFs are combined into a single document.
+  def fetch_pdf(doc_ids:)
+    log "Fetching PDFs for #{@entity} IDs: #{doc_ids.join(', ')}"
+    @qbo.perform_authenticated_request do |access_token|
+      service_class = "Quickbooks::Service::#{@entity.name}".constantize
+      service = service_class.new(company_id: @qbo.realm_id, access_token: access_token)
+      
+      return single_pdf(service, doc_ids.first) if doc_ids.size == 1
+
+      combined_pdf(service, doc_ids)
+    end
+  end
+
+  private
+
+  # Fetches a single PDF for the given invoice ID.
+  def single_pdf(service, id)
+    log "Fetching PDF for #{@entity} ID: #{id}"
+    entity = service.fetch_by_id(id)
+    [service.pdf(entity), entity.doc_number]
+  end
+
+  # Combines PDFs for multiple entity IDs into a single PDF document and returns it along with a reference string.
+  def combined_pdf(service, ids)
+    log "Combining PDFs for #{@entity} IDs: #{ids.join(', ')}"
+    pdf = CombinePDF.new
+    ref = []
+
+    ids.each do |id|
+      entity = service.fetch_by_id(id)
+      ref << entity.doc_number
+      pdf << CombinePDF.parse(service.pdf(entity))
+    end
+
+    [pdf.to_pdf, ref.join(" ")]
+  end
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[#{@entity}PdfService] #{msg}"
+  end
+end

app/services/qbo_connection_service.rb

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

app/services/qbo_oauth_service.rb

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

app/services/sync_service_base.rb

@@ -0,0 +1,120 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class SyncServiceBase
+  PAGE_SIZE = 1000
+
+  # Subclasses should initialize with a QBO client instance
+  def initialize(qbo:)
+    raise "No QBO configuration found" unless qbo
+    @qbo = qbo
+    @entity = self.class.model_class
+  end
+
+  # Subclasses must implement this to specify which local model they sync (e.g. Customer, Invoice)
+  def self.model_class
+    raise NotImplementedError
+  end
+
+  # Sync all entities, or only those updated since the last sync
+  def sync(full_sync: false)
+    log "Starting #{full_sync ? 'full' : 'incremental'} #{@entity.name} sync"
+
+    @qbo.perform_authenticated_request do |access_token|
+      service_class = "Quickbooks::Service::#{@entity.name}".constantize
+      service = service_class.new(company_id: @qbo.realm_id, access_token: access_token)
+
+      query = build_query(full_sync)
+
+      service.query_in_batches(query, per_page: self.class::PAGE_SIZE) do |batch|
+        entries = Array(batch)
+        log "Processing batch of #{entries.size} #{@entity.name}"
+
+        entries.each do |remote|
+          persist(remote)
+        end
+      end
+    end
+
+    log "#{@entity.name} sync complete"
+  end
+
+  # Sync a single entity by its QBO ID (webhook usage)
+  def sync_by_id(id)
+    log "Syncing #{@entity.name} with ID #{id}"
+
+    @qbo.perform_authenticated_request do |access_token|
+      service_class = "Quickbooks::Service::#{@entity.name}".constantize
+      service = service_class.new(company_id: @qbo.realm_id, access_token: access_token)
+
+      remote = service.fetch_by_id(id)
+      persist(remote)
+    end
+  end
+
+  private
+
+  def build_query(full_sync)
+    if full_sync
+      "SELECT * FROM #{@entity.name} ORDER BY Id"
+    else
+      last_update = @entity.maximum(:updated_at) || 1.year.ago
+
+      <<~SQL.squish
+        SELECT * FROM #{@entity.name}
+        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
+        ORDER BY MetaData.LastUpdatedTime
+      SQL
+    end
+  end
+
+  def attach_documents(local, remote)
+   # Override in subclasses if the entity has attachments (e.g. Invoice)
+  end
+
+  # Determine if a remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
+  def destroy_remote?(remote)
+    false
+  end
+
+  # Log messages with the entity type for better traceability
+  def log(msg)
+    Rails.logger.info "[#{@entity.name}SyncService] #{msg}"
+  end
+
+  # Create or update a local entity record based on the QBO remote data
+  def persist(remote)
+    local = @entity.find_or_initialize_by(id: remote.id)
+
+    if destroy_remote?(remote)
+      if local.persisted?
+        local.destroy
+        log "Deleted #{@entity.name} #{remote.id}"
+      end
+      return
+    end
+
+    process_attributes(local, remote)
+
+    if local.changed?
+      local.save!
+      log "Updated #{@entity.name} #{remote.id}"
+      attach_documents(local, remote)
+    end
+
+  rescue => e
+    log "Failed to sync #{@entity.name} #{remote.id}: #{e.message}"
+  end
+
+  # This method should be implemented in subclasses to map remote attributes to local model
+  def process_attributes(local, remote)
+    raise NotImplementedError, "Subclasses must implement process_attributes"
+  end
+end

app/views/customers/_actions.html.erb

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

app/views/customers/_details.html.erb

@@ -1,40 +1,60 @@
 <table>
   <tbody>
+
     <tr>
-      <th>Customer</th>
+      <th><%=t(:label_name)%></th>
       <td><%= customer.name %></td>
     </tr>
-    
+
     <tr>
-      <th>Email</th>
+      <th><%=t(:label_email)%></th>
       <td><%= customer.email %></td>
     </tr>
     
     <tr>
-      <th>Primary Phone</th>
-      <td><%= customer.primary_phone %></td>
+      <th><%=t(:label_primary_phone)%></th>
+      <td><%= number_to_phone(customer&.primary_phone&.gsub(/[^\d]/, '').to_i, area_code: true) %></td>
     </tr>
     
     <tr>
-      <th>Mobile Phone</th>
-      <td><%= customer.mobile_phone %></td>
+      <th><%=t(:label_mobile_phone)%></th>
+      <td><%= number_to_phone(customer&.mobile_phone&.gsub(/[^\d]/, '').to_i, area_code: true) %></td>
+    </tr>
+    
+     <tr>
+        <th><%=t(:label_billing_address)%></th>
+        <td><pre><%= @billing_address %></pre></td>
+    </tr>
+    
+     <tr>
+        <th><%=t(:label_shipping_address)%></th>
+        <td><pre><%= @shipping_address %></pre></td>
     </tr>
     
     <tr>
-      <th>Notes</th>
-      <td><%= customer.notes %></td>
+        <th><%=t(:label_account_balance)%></th>
+        <td>$<%= customer.balance %></td>
     </tr>
     
     <tr>
-        <th>Issues</th>
-        <td><%= customer.issues.count %></td>
+      <th colspan="2"><h4><%=t(:field_notes)%></hr></th>
     </tr>
-    
-        <tr>
-      <td/>
-      <td>
-        <%= button_to "Edit Customer", edit_customer_path(customer), method: :get%> 
+
+    <tr>
+      <td colspan="2">
+       <pre id="note-display" style="text-align: left; white-space: pre-wrap; font-family: inherit;">
+          <%= customer.notes %>
+        </pre>
       </td>
     </tr>
+
+    <script>
+        const preElement = document.getElementById('note-display');
+        // This takes the text, trims the edges, and puts it back
+        preElement.textContent = preElement.textContent.trim();
+      </script>
+
   </tbody>
-</table>
+</table> 
+<br/>
+<br/>

app/views/customers/_form.html.erb

@@ -5,48 +5,47 @@
       <%= form_for @customer do |f| %> 
        
         <div class="clearfix">
-          Display Name: 
+          <%=t(:label_display_name)%> 
           <div class="input">
-            <%= f.text_field :name, :required => true %>
+            <%= f.text_field :name, required: true, autocomplete: "off" %>
           </div>
         </div>
         
         <div class="clearfix">
-          Phone Number:
+          <%=t(:label_primary_phone)%>
           <div class="input">
-            <%= f.telephone_field :primary_phone %>
+            <%= f.telephone_field :primary_phone, autocomplete: "off" %>
           </div>
         </div>
         
        <div class="clearfix">
-          Mobile Phone Number:
+          <%=t(:label_mobile_phone)%>:
           <div class="input">
-            <%= f.telephone_field :mobile_phone %>
+            <%= f.telephone_field :mobile_phone, autocomplete: "off" %>
           </div>
         </div>
         
         <div class="clearfix">
-          Email:
+          <%=t(:label_email)%>:
           <div class="input">
-            <%= f.email_field :email %>
+            <%= f.email_field :email, autocomplete: "off" %>
           </div>
         </div>
         
         <div class="clearfix">
-          Notes: 
+          <%=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 %>
+              <%= content_tag :span, id: "issue_description_and_toolbar" do %>
               <%= f.text_area :notes,
-                    :cols => 60,
-                    :rows => 10,
-                    :accesskey => accesskey(:edit),
-                    :class => 'wiki-edit',
-                    :no_label => true %>
+                    cols: 60,
+                    rows: 10,
+                    accesskey: accesskey(:edit),
+                    class: 'wiki-edit',
+                    no_label: true %>
               <% end %>
             </p>
-            <%= wikitoolbar_for 'issue_description' %>
+            <%= wikitoolbar_for :issue_description %>
           </div>
         </div>
         

app/views/customers/_search.html.erb

@@ -0,0 +1,5 @@
+<%= form_tag(customers_path, method: "get", id: "customer-search-form") do %>
+    <%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), autocomplete: "off" %>
+    <%= submit_tag t(:label_search) %>
+<% end %>
+<%= button_to t(:label_new_customer), new_customer_path, method: :get%>

app/views/customers/_sidebar.html.erb

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

app/views/customers/edit.html.erb

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

@@ -1,30 +1,24 @@
-<h1>Customers</h1> 
-<br/> 
-<%= form_tag(customers_path, :method => "get", id: "search-form") do %>
-<%= text_field_tag :search, params[:search], placeholder: "Search Customers" %>
-<%= submit_tag "Search" %>
-<%= button_to "New Customer", new_customer_path, method: :get %>       
-<% end %>
-<br/>
+<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) %>
+  <br/>
+  <% @customers.each do |c| %>
+    <div class="row">
+      <div class="span6 columns">
+        <%= link_to c, customer_path(c.id) %>
+      </div>
     </div>
-  </div>
-<% end %>
+  <% end %>
+
+<p><%=t(:label_matching)%> <%= @customers.count %> <%=t(:field_customers)%> </p>
 
 <div class="actions">
   <%= will_paginate @customers %>
 </div>
 
 <% else %>
-  <p>There are no customers containing the term(s) <%= params[:search] %>.</p>
+  <p><%=t(:label_no_customers)%> <%= params[:search] %>.</p>
 <% end %>
 
 <div>
-  <b>Last Sync: </b> <%= Qbo.last_sync %>
+  <%= render partial: 'qbo/stats' %>
 </div>

app/views/customers/new.html.erb

@@ -1,3 +1,3 @@
-<h1>New Customer</h1> 
+<h2><%=t(:label_new_customer)%></h2> 
 <br/>
-<%= render :partial => 'customers/form' %>
+<%= render partial: 'customers/form' %>

app/views/customers/show.html.erb

@@ -1,7 +1,53 @@
-<h1>Customer #<%= @customer.id %></h1> 
-<br/> 
-<%= render :partial => 'customers/details', locals: {customer: @customer} %>
+<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= link_to @customer.to_s, "https://#{Setting.plugin_redmine_qbo[:sandbox] ? "sandbox" : "app"}.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
+  <div class="issue">
+
+    <div class="splitcontent">
+
+      <div class="splitcontentleft">
+
+        <h4><%=t(:label_details)%>:</h4>
+
+        <!-- Customer Info -->
+
+        <div class="splitcontent">
+          <div class="splitcontentleft">
+            <h4><%=t(:field_customer)%>:</h4>
+            <%= render partial: 'customers/details', locals: {customer: @customer} %>
+          </div>
+
+          <div class="splitcontentleft">
+            <h4><%=t(:label_actions)%>:</h4>
+            <%= render partial: 'customers/actions', locals: {customer: @customer} %>
+          </div>
+        </div>
+
+
+        <!-- QBO Info -->
+
+        <div class="splitcontent">
+          <div class="splitcontentleft">
+            <h4><%=t(:estimates)%>:</h4>
+            <%= render partial: 'estimates/list', locals: {estimates: @customer.estimates} %>
+          </div>
+
+          <div class="splitcontentleft">
+            <h4><%=t(:label_invoices)%>:</h4>
+            <%= render partial: 'invoices/list', locals: {invoices: @customer.invoices} %>
+          </div>
+        </div>
+
+      </div>
+        
+      <div class="splitcontentleft">
+        <%= call_hook :show_customer_view_right, {customer: @customer} %>
+      </div>
+    </div>
+
+  </div>
+
 <br/>
-<%= render :partial => 'vehicles/list' %>
-<br/>
-<%= render :partial => 'issues/list_simple', locals: {issues: @issues} %>
+<h3><%=@open_issues.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
+<%= render partial: 'issues/list_simple', locals: {issues: @open_issues.open} %>
+
+<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%> - <%= @closed_hours.round(1)%> <%=t(:label_hours)%></h3>
+<%= render partial: 'issues/list_simple', locals: {issues: @closed_issues} %>

app/views/customers/view.html.erb

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

app/views/estimates/_list.html.erb

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

app/views/estimates/_search.html.erb

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

app/views/estimates/_sidebar.html.erb

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

app/views/invoices/_list.html.erb

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

app/views/issues/_form_hook.html.erb

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

app/views/issues/_history.html.erb

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

app/views/issues/_list_simple.html.erb

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

app/views/issues/_show_details.html.erb

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

app/views/public/401.html.erb

@@ -1 +0,0 @@
-<%= flash.now[:error] = "Not Authorized" %>

app/views/qbo/_footer.html.erb

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

app/views/qbo/_last_sync.html.erb

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

app/views/qbo/_settings.html.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+Copyright (c) 2016 - 2026 rick barrette
 
 Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 
@@ -15,54 +15,97 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
 
 <!-- configure the Intuit object: 'grantUrl' is a URL in your application which kicks off the flow, see below -->
 <script>
-intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_authenticate_url %>'});
+  intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_authenticate_path %>'});
 </script>
 
 <table >
   <tbody>
-    <tr>
-      <th>Edmunds API Key</th>
-      <td>
-        <input type="text" style="width:350px" id="settingsEdmundsAPIKey" 
-                           value="<%= settings['settingsEdmundsAPIKey'] %>" 
-                           name="settings[settingsEdmundsAPIKey]" >
-      </td>
-    </tr>
   
     <tr>
-      <th>Intuit QBO 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>Intuit QBO 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>
+    
+    <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><%=t(:label_sandbox)%></th>
+      <td>
+        <%= check_box_tag 'settings[sandbox]', @settings[:sandbox], @settings[:sandbox] %>
       </td>
     </tr>
 
      <tr>
-       <th>Token Expires At</th>
-       <td><%= if Qbo.exists? then Qbo.first.token_expires_at end %>
-     </tr>
-
-     <tr>
-       <th>Reconnect Token At</th>
-       <td><%= if Qbo.exists? then Qbo.first.reconnect_token_at end  %>
+        <th><%=t(:label_oauth_expires)%></th>
+        <td><%= QboConnectionService.current!&.oauth2_access_token_expires_at %>
+      </tr>
+      
+      <tr>
+        <th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
+        <td><%= QboConnectionService.current!&.oauth2_refresh_token_expires_at %>
      </tr>
 
   </tbody>
 </table>
 
 <br/>
-Note: You need to authenticate after saving your key and secret above
+<%=t(:label_oauth_note)%>
+<br/>
 <br/>
 
 <!-- this will display a button that the user clicks to start the flow -->
 <ipp:connectToIntuit></ipp:connectToIntuit>
+
+<br/>
+<br/>
+
+<div>
+    <b><%=t(:label_customer_count)%>:</b> <%= Customer.count%> @ <%= Customer.last_sync %>
+    </div>
+      
+    <div>
+        <b><%=t(:label_employee_count)%>:</b> <%= Employee.count %> @ <%= Employee.last_sync %>
+    </div>
+    
+    <div>
+        <b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %> @ <%= Invoice.last_sync%>
+    </div>
+    
+    <div>
+        <b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %> @ <%= Estimate.last_sync %>
+    </div>
+      
+    <br/>
+    
+    <div>
+        <b><%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to t(:label_sync_now), qbo_sync_path %>
+</div>

app/views/qbo/_sidebar.html.erb

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

app/views/qbo/_stats.html.erb

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

app/views/qbo/authenticate.html.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+Copyright (c) 2016 - 2026 rick barrette
 
 Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 
@@ -30,4 +30,3 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
         intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= authenticate_vendors_url %>'});
     </script>
   </body>
-

app/views/qbo/index.html.erb

@@ -1,42 +0,0 @@
-<!--
-The MIT License (MIT)
-
-Copyright (c) 2016 rick barrette
-
-Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
-
-The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
-
-THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
--->
-
-<body>
-    <h1> Redmine Quickbooks</h1>
-    
-    <div>
-        <b>Customer Count:</b> <%= @customer_count.to_s%>
-    </div>
-      
-    <div>
-        <b>Item Count:</b> <%= @qbo_item_count.to_s %>
-    </div>
-      
-    <div>
-        <b>Employee Count:</b> <%= @qbo_employee_count.to_s %>
-    </div>
-    
-    <div>
-        <b>Invoice Count:</b> <%= @qbo_invoice_count.to_s %>
-    </div>
-    
-    <div>
-        <b>Estimate Count:</b> <%= @qbo_estimate_count.to_s %>
-    </div>
-      
-    <br/>
-    
-    <div>
-        <b>Last Sync: </b> <%= Qbo.last_sync %>
-    </div>
-    
-</body>

app/views/qbo/oauth_callback.html.erb

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

app/views/qbo/webhook.erb

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

app/views/vehicles/_details.html.erb

@@ -1,54 +0,0 @@
-<table>
-  <tbody>
-  
-    <tr>
-      <th>Customer</th>
-      <td><%= vehicle.customer.name %></td>
-    </tr>
-  
-    <tr>
-      <th>Vehicle</th>
-      <td><%= vehicle.to_s %></td>
-    </tr>
-    
-    <tr>
-      <th>VIN</th>
-      <td><%= vehicle.vin %></td>
-    </tr>
-    
-    <tr>
-      <th>Style</th>
-      <td><%= vehicle.style %></td>
-    </tr>
-    
-    <tr>
-      <th>Drive</th>
-      <td><%= vehicle.drive %></td>
-    </tr>
-    
-    <tr>
-      <th>Doors</th>
-      <td><%= vehicle.doors %></td>
-    </tr>
-  
-    <tr>
-      <th>Notes</th>
-      <td><%= vehicle.notes %></td>
-    </tr>
-    
-    <tr>
-        <th>Issues</th>
-        <td><%= vehicle.issues.count %></td>
-    </tr>
-    
-    <tr>
-      <td/>
-      <td>
-      
-        <%= button_to "New Issue", new_issue_path(:vehicle_id => vehicle.id, :customer_id => vehicle.customer.id), method: :get%> 
-        <%= button_to "Edit", edit_vehicle_path(vehicle), method: :get%> 
-        <%= button_to "Delete", vehicle, method: :delete, data: {confirm: "You sure?"} %> 
-      </td>
-    </tr>
-  </tbody>
-</table>

app/views/vehicles/_dropdown.html.erb

@@ -1,2 +0,0 @@
-<%= @f.collection_select :vehicle_id, @customer.vehicles.order(:year), :id, :vin, include_blank: true, :selected => @vehicle%>
-Partial Test

app/views/vehicles/_form.html.erb

@@ -1,66 +0,0 @@
-<div class="row">
-  <div class="span6 columns">
-    <fieldset>
-
-      <%= form_for @vehicle do |f| %> 
-        <div class="clearfix">
-          Customer: 
-          <div class="input">
-            <%= f.collection_select :customer_id, @customers, :id, :name, include_blank: true, :selected => @customer, :required => true%>
-            </div>
-        </div>
-        
-        <div class="clearfix">
-          Year: 
-          <div class="input">
-            <%= f.number_field :year %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          Make:
-          <div class="input">
-            <%= f.text_field :make %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          Model:
-          <div class="input">
-            <%= f.text_field :model %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          VIN:
-          <div class="input">
-            <%= f.text_field :vin %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          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 @vehicle.new_record? %>
-              <%= content_tag 'span', :id => "issue_description_and_toolbar", :style => (@vehicle.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/vehicles/_list.html.erb

@@ -1,28 +0,0 @@
-<% if @vehicles.present? %>
-
-  <% @vehicles.each do |vehicle| %>
-    <div class="row">
-      <div>
-        <b><%= link_to "##{vehicle.id}", vehicle_path(vehicle) %> </b>
-      </div>
-      
-      <div>
-        <%= vehicle.to_s %>
-        <br/>
-        <%= vehicle.customer %>
-        <br/>
-        <%= vehicle.vin %>
-      </div>
-    </div>
-    <br/>
-  <% end %>
-  
-  <br/>
-
-  <div class="actions">
-    <%= will_paginate @vehicles %>
-  </div>
-
-<% else %>
-  <p>There are no vehicles containing the term(s) <%= params[:search] %>.</p>
-<% end %>

app/views/vehicles/edit.html.erb

@@ -1,3 +0,0 @@
-<h1>Edit Customer Vehicle</h1> 
-<br/> 
-<%= render :partial => 'vehicles/form' %>

app/views/vehicles/index.html.erb

@@ -1,10 +0,0 @@
-<h1>Customer Vehicles</h1> 
-<br/> 
-
-<%= form_tag(vehicles_path, :method => "get", id: "search-form") do %>
-<%= text_field_tag :search, params[:search], placeholder: "Search Vehicles by VIN" %>
-<%= submit_tag "Search" %>
-<%= button_to "New Vehicle", new_vehicle_path, method: :get %>
-<% end %>
-
-<%= render :partial => 'vehicles/list' %>

app/views/vehicles/new.html.erb

@@ -1,3 +0,0 @@
-<h1>New Customer Vehicle</h1> 
-<br/> 
-<%= render :partial => 'vehicles/form' %>

app/views/vehicles/show.html.erb

@@ -1,8 +0,0 @@
-<h1>Vehicle #<%=@vehicle.id%> </h1> 
-<br/> 
-
-<div style="text-align: left; width:90%;">
-  <%= render :partial => 'vehicles/details', locals: {vehicle: @vehicle} %>
-
-  <%= render :partial => 'issues/list_simple', locals: {issues: @vehicle.issues} %>
-</div>

assets/javascripts/application.js

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

assets/javascripts/autocomplete-rails.js

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

assets/javascripts/checkbox_controller.js

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

config/initializers/edmunds.rb

@@ -1,3 +0,0 @@
-Edmunds::Api.configure do |config|
-  config.api_key = '2dheutzvhxs28dzukx5tgu47'
-end

config/locales/en.yml

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -9,13 +9,101 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 # English strings go here for Rails i18n
+# Usage I18n.t(:label)
 en:
-  # my_label: "My label"
+  button_bulk_pdf: "Bulk PDF"
+  customer_details: "Customer Details"
+  field_billed: "Billed"
   field_customer: "Customer"
-  field_qbo_item: "Item"
-  field_qbo_employee: "Employee"
-  field_qbo_invoice: "Invoice"
-  field_qbo_estimate: "Estimate" 
-  field_vehicles: "Vehicle"
-  field_vin: "VIN"
+  field_customers: "Customers"
+  field_employee: "Employee"
+  field_estimate: "Estimate"
+  field_invoice: "Invoice"
   field_notes: "Notes"
+  label_account_balance: "Account Balance"
+  label_actions: "Actions"
+  label_amount: "Amount"
+  label_appointment: "Add Appointment"
+  label_balance_with_jobs: "Balance With Jobs"
+  label_bill_time: "Bill Time"
+  label_billing_address: "Billing Address"
+  label_billing_enqueued: "Billing has been enqueued for issue"
+  label_billed_success: "Successfully billed "
+  label_client_id: "Intuit QBO OAuth2 Client ID"
+  label_client_secret: "Intuit QBO OAuth2 Client Secret"
+  label_closed_issues: "Closed Issues"
+  label_connected: "Successfully connected to QuickBooks"
+  label_create_estimate: "Create Estimate"
+  label_customer_count: "Customer Count"
+  label_customer_link_expires: "This customer link expires in"
+  label_customers: "Customers"
+  label_delete: "Delete"
+  label_deposit_into: "Deposit to Account"
+  label_details: "Details"
+  label_display_name: "Display Name"
+  label_door: "Door"
+  label_edit: "Edit"
+  label_edit_customer: "Edit Customer"
+  label_email: "Email"
+  label_employee_count: "Employee Count"
+  label_error: "Error"
+  label_estimate_404: "Estimate not found"
+  label_estimate_count: "Estimate Count"
+  label_estimates: "Estimates"
+  label_hours: "Hours"
+  label_invoice_404: "Invoice not found"
+  label_invoice_count: "Invoice Count"
+  label_invoices: "Invoices"
+  label_last_sync: "Last Sync"
+  label_load_customer: "Load Customer"
+  label_make: "Make"
+  label_matching: "Matching"
+  label_mobile_phone: "Mobile Phone"
+  label_model: "Model"
+  label_name: "Name"
+  label_new_customer: "New Customer"
+  label_qbo_never_synced: "Never Synced"
+  label_no_customers: "There are no customers matching the search term(s)."
+  label_no_estimates: "No Estimates"
+  label_no_invoices: "No Invoices"
+  label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
+  label_oauth_expires: "OAuth2 Access Token Expires At"
+  label_oauth_note: "Note: You need to authenticate with QuickBooks after saving your key and secret above."
+  label_open_issues: "Open Issues"
+  label_primary_phone: "Primary Phone"
+  label_qbo_sync_success: "Successfully synced to QuickBooks"
+  label_redmine_qbo: "Redmine QuickBooks"
+  label_sandbox: "Sandbox"
+  label_search: "Search"
+  label_search_customers: "Search Customers"
+  label_search_estimates: "Search Estimates"
+  label_select_all: "Select All"
+  label_share: "Share"
+  label_shipping_address: "Shipping Address"
+  label_sync: "Sync"
+  label_sync_now: "Sync Now"
+  label_syncing: "Syncing QuickBooks"
+  label_trim: "Trim"
+  label_webhook_token: "Intuit QBO Webhook Token"
+  label_week: "Week"
+  label_year: "Year"
+  notice_billing_error_no_customer: "Cannot bill without an assigned customer."
+  notice_billing_error_no_employee: "Cannot bill without an assigned employee."
+  notice_billing_error_no_qbo: "Cannot bill without a QuickBooks connection. Please connect to QuickBooks and try again."
+  notice_customer_created: "Customer created in QuickBooks"
+  notice_customer_deleted: "Customer deleted in QuickBooks"
+  notice_customer_not_deleted: "Customer could not be deleted in QuickBooks"
+  notice_customer_not_found: "Customer not found in QuickBooks"
+  notice_customer_updated: "Customer updated in QuickBooks"
+  notice_error_issue_not_found: "The issue could not be found. Please check the issue and try again."
+  notice_error_project_nil: "The issue's project is nil. Set project to:"
+  notice_error_tracker_nil: "The issue's tracker is nil. Set tracker to:"
+  notice_estimate_created: "Estimate created in QuickBooks"
+  notice_estimate_not_found: "Estimate not found, we are syncing with QuickBooks to find it. Please check back shortly."
+  notice_estimate_updated: "Estimate updated in QuickBooks"
+  notice_forbidden: "You do not have permission to access this resource."
+  notice_invoice_created: "Invoice created in QuickBooks"
+  notice_invoice_not_found: "Invoice not found"
+  notice_invoice_updated: "Invoice updated in QuickBooks"
+  notice_issue_not_found: "Issue not found"
+  warn_ru_sure: "Are you sure?"

config/routes.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,17 +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'
-get 'qbo/authenticate', :to => 'qbo#authenticate'
-get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
-get 'qbo/sync', :to => 'qbo#sync'
-get 'qbo/estimate/:id', :to => 'estimate#show', as: :estimate
-get 'qbo/invoice/:id', :to => 'invoice#show', as: :invoice
+#authentication
+get 'qbo/authenticate', to: 'qbo#authenticate'
+get 'qbo/oauth_callback', to: 'qbo#oauth_callback'
 
-post 'qbo/webhook', :to => 'qbo#qbo_webhook'
+#manual sync
+get 'qbo/sync', to: 'qbo#sync'
 
-resources :vehicles
-resources :customers
+#webhook
+post 'qbo/webhook', to: 'qbo#webhook'
+
+# Estimate & Invoice PDF
+get 'estimates/:id', to: 'estimate#show', as: :estimate
+get 'estimates/doc/', to: 'estimate#doc', as: :estimate_doc
+get 'invoices/:id', to: 'invoice#show', as: :invoice
+
+#manual billing
+get 'bill/:id', to: 'qbo#bill', as: :bill
+
+#customer issue view
+get 'customers/view/:token', to: 'customers#view', as: :view
+get 'customers/share/:id', to: 'customers#share', as: :share
+
+#java script routes
+get 'filter_estimates_by_customer' => 'customers#filter_estimates_by_customer'
+get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer'
+
+resources :customers do
+  get :autocomplete_customer_name, on: :collection
+end

db/migrate/001_create_qbos.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,7 +8,7 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
-class CreateQbos < ActiveRecord::Migration
+class CreateQbos < ActiveRecord::Migration[5.1]
   
   def change
     create_table :qbos do |t|

db/migrate/002_create_qbo_customers.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,10 +8,10 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
-class CreateQboCustomers < ActiveRecord::Migration
+class CreateQboCustomers < ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_customers, id: false do |t|
-      t.integer :id, :options => 'PRIMARY KEY'
+      t.integer :id, options: 'PRIMARY KEY'
       t.string :name
     end
   end

db/migrate/003_update_issues.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,7 +8,7 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
-class UpdateIssues < ActiveRecord::Migration
+class UpdateIssues < ActiveRecord::Migration[5.1]
   def change
     add_reference :issues, :qbo_customer, index: true
     add_reference :issues, :qbo_item, index: true