2026.2.2

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

.gitignore

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

Gemfile

@@ -1,12 +1,13 @@
 source 'https://rubygems.org'
 
 gem 'quickbooks-ruby'
-gem 'oauth2', '1.4.7'
+gem 'oauth2'
 gem 'roxml'
-gem 'nhtsa_vin'
 gem 'will_paginate'
 gem 'rails-jquery-autocomplete'
 gem 'jquery-ui-rails'
+gem 'rexml'
+gem 'combine_pdf'
 
 group :assets do
   gem 'coffee-rails'

LICENSE

@@ -1,6 +1,6 @@
 The MIT License (MIT)
 
-Copyright (c) 2022 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

@@ -1,83 +1,110 @@
-# Redmine Quickbooks Online
+# Redmine QuickBooks Online
 
-A plugin for Redmine to connect to Quickbooks Online
+A plugin for Redmine to connect to QuickBooks Online.
 
-The goal of this project is to allow Redmine to connect with Quickbooks Online to create `Time Activity Entries` for completed work when an Issue is closed.
+The goal of this project is to allow Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed.
 
-#### Disclaimer
+## Disclaimer
 
-Note: Although the core functionality is complete, this project is still under heavy development. I am still working on refining everthing and adding other features. Tags should be stable
+**Note:** Although the core functionality is complete, this project is still under development and the master branch may be unstable. Tags should be stable and are recommended.
 
-Use tags Version 1.0.0 & up for Redmine 4+ and Version 0.8.1 for Redine 3
+## Compatibility
 
-#### Features
-* Issues can be assigned to a `Customer` via drop down in the edit Issue form
-* The `Employee` for the Issue is assigned via the assigned Redmine User
-  - This is set via a drop down in the user admistration page.
-* IF an `Issue` has been assined a `Customer` when an Issue is closed the following will happen:
-  - A new `Time Activity` will be billed agaist the `Customer` assinged to the issue for each Redmine Time Entery. 
-    + Time Entries will be totalled up by Activity name. This will allow billing for diffrent activities without having to create seperate Issues.
-    + The Time Activity names are used to lookup `Items` in Quickbooks.
-    + IF there isn'tany Items that match the Activity name it will be skipped, and will not be billed to the `Customer` 
-  - Labor Rates are set by the `Item` in Quickbooks
-* `Payments` Can be created via the Redmine application menu
-* `Customers` Can be created via the Redmine application menu
-  - `Customers` can be searched
-  - Basic information for the `Customer` can be viewed/edit via the Customer page
-* Webhook Support
-  - `Invoices` are automaticly attached to an Issue if a line item has a hashtag number in a `Line Item`
-    + `Invoice` Custom Fields are matched Issue Custom Fileds and are automaticly updated in Quickbooks. For example, this is usefull for extracting the Mileage In / Out from the Issue and updating the Invoice with the information.
-  - `Customers` are automaticly updated in local database
+| 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 |
+
+## Features
+
+* **Customer Assignment:** Issues can be assigned to a Customer via a dropdown in the edit Issue form.
+    * Once a customer is attached to an Issue, you can attach an Estimate to the issue via a dropdown menu.
+* **Employee Mapping:** An Employee is assigned to a Redmine User via a dropdown in the User Administration page.
+* **Automatic Billing:** If an Issue has been assigned a Customer, the following happens when the Issue is closed:
+    * A new Time Activity will be billed against the Customer assigned to the issue for each Redmine Time Entry.
+    * Time Entries will be totalled up by Activity name. This allows billing for different activities without having to create separate Issues.
+    * The Time Activity names are used to dynamically lookup Items in QuickBooks.
+    * If there are no Items that match the Activity name, it will be skipped and will not be billed to the Customer.
+    * Labor Rates are set by the corresponding Item in QuickBooks.
+* **Customer Management:** Customers can be created via the New Customer Page.
+    * Customers can be searched by name or phone number.
+    * Basic information for the Customer can be viewed/edited via the Customer page.
+* **Webhook Support:**
+    * **Invoices:** Automatically attached to an Issue if a line item contains a hashtag number (e.g., `#123`).
+    * **Custom Fields:** Invoice Custom Fields are matched to Issue Custom Fields and are automatically updated in QuickBooks. (Useful for extracting Mileage In/Out from the Issue to update the Invoice).
+    * **Sync:** Customers are automatically updated in the local database.
+* **Plugin View Hooks** Allows intergration of other features supported by companion plugins, for example [redmine_qbo_vehicles](https://github.com/rickbarrette/redmine_qbo_vehicles) adds customer vehicle interation
 
 ## Prerequisites
 
-* Sign up to become a developer for Intuit https://developer.intuit.com/
-* Create your own aplication to obtain your API keys
-* Set up webhook service to https://redmine.yourdomain.com/qbo/webhook
-  - See https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/webhooks
+* Sign up to become a developer for Intuit: https://developer.intuit.com/
+* Create your own application to obtain your API keys.
+* Set up the webhook service to `https://redmine.yourdomain.com/qbo/webhook`
 
-## The Install
+## Installation
 
-1. To install, clone this repo into your plugin folder
+1. **Clone the plugin:**
+   Clone this repo into your plugin folder and checkout a tagged version.
+   ```bash
+   cd path/to/redmine/plugins
+   git clone git@github.com:rickbarrette/redmine_qbo.git
+   cd redmine_qbo
+   git checkout <tag>
+   ```
 
-  `git clone git@github.com:rickbarrette/redmine_qbo.git` 
-  
-2. Migrate your database
-
-  `rake redmine:plugins:migrate RAILS_ENV=production`
-  
-3. Navigate to the plugin configuration page and suppy your own OAuth key & secret. 
-
-4. After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
-
-5. Assign an Employee to each of your users via the User Administration Page
+2.  **Install dependencies:** *Crucial for Redmine 6 / Rails 7 compatibility.*
+    
+    Bash
+    
+    ```
+    bundle install
+    ```
+    
+3.  **Migrate your database:**
+    
+    Bash
+    
+    ```
+    bundle exec rake redmine:plugins:migrate RAILS_ENV=production
+    ```
+    
+4.  **Restart Redmine:** You must restart your Redmine server instance for the plugin and hooks to load.
+    
+5.  **Configuration:**
+    
+    *   Navigate to the plugin configuration page (`Administration > Plugins > Configure`).
+        
+    *   Supply your own OAuth Key & Secret.
+        
+    *   After saving the Key & Secret, click the **Authenticate** link on the configuration page to connect to QBO.
+        
+6.  **User Mapping:**
+    
+    *   Assign an Employee to each of your users via the **User Administration Page**.
+        
 
 ## Usage
 
-  To enable automatic `Time Activity` entries for an Issue , you need only to assign a `Customer` to an Issue via drop downs in the issue creation/update form.
+To enable automatic Time Activity entries for an Issue, you simply need to assign a Customer to an Issue via the dropdowns in the issue creation/update form.
 
-Note: After the inital synchronization, this plugin will recieve push notifications via Intuit's webhook service.
+**Note:** After the initial synchronization, this plugin will receive push notifications via Intuit's webhook service.   
 
-## TODO
-  * Abiltiy to add line items to a ticket in a dynamic table so they can be added to the invoice upon closing of the issue
-  * Customer 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 Setting for Sandbox Mode
-  * Refactor Models prefixed with Qbo...
-  * Seperate Vehicles into a seperate plugin
-  * Make HTML Pretty 
-  * Intergrate Customer Search into Redmine Search
-  * Fix Issue sort by Customer
-  * MORE Stuff...
+## Companion Plugin Hooks
+* :pdf_left, { issue: issue }
+* :pdf_right, { issue: issue }
+* :process_invoice_custom_fields, { issue: issue, invoice: invoice } 
+* :show_customer_view_right, {customer: @customer}
 
 ## License
 
-The MIT License (MIT)
-
-Copyright (c) 2022 rick barrette
-
-Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
-
-The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
-
-THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+> 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) 2022 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:
 #
@@ -10,7 +10,6 @@
 
 # This controller class will handle map management
 class CustomersController < ApplicationController
-  unloadable
 
   include AuthHelper
   helper :issues
@@ -27,40 +26,34 @@ class CustomersController < ApplicationController
   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]
+  before_action :add_customer, only: :new
+  before_action :view_customer, except: [:new, :view]
+  skip_before_action :verify_authenticity_token, :check_if_login_required, only: [:view]
 
   default_search_scope :names
 
-  autocomplete :customer, :name, :full => true, :extra_data => [:id]
+  autocomplete :customer, :name, full: true, extra_data: [:id]
 
   def allowed_params
-    params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number)
-  end
-
-  # getter method for a customer's vehicles
-  # used for customer autocomplete field / issue form
-  def filter_vehicles_by_customer
-    @filtered_vehicles = Vehicle.all.where(customer_id: params[:selected_customer])
+    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 = QboInvoice.all.where(customer_id: params[:selected_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 = QboEstimate.all.where(customer_id: params[:selected_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]).paginate(page: params[:page])
       if only_one_non_zero?(@customers)
         redirect_to @customers.first
       end
@@ -76,7 +69,7 @@ class CustomersController < ApplicationController
   def create
     @customer = Customer.new(allowed_params)
     if @customer.save
-      flash[:notice] = "New Customer Created"
+      flash[:notice] = t :notice_customer_created
       redirect_to @customer
     else
       flash[:error] = @customer.errors.full_messages.to_sentence
@@ -88,12 +81,16 @@ class CustomersController < ApplicationController
   def show
     begin
       @customer = Customer.find_by_id(params[:id])
-      @vehicles = @customer.vehicles.paginate(:page => params[:page])
       @issues = @customer.issues.order(id: :desc)
       @billing_address = address_to_s(@customer.billing_address)
       @shipping_address = address_to_s(@customer.shipping_address)
       @closed_issues = (@issues - @issues.open)
+      @hours = 0
+      @closed_hours = 0
+      @issues.open.each { |i| @hours+= i.total_spent_hours }
+      @closed_issues.each { |i| @closed_hours+= i.total_spent_hours }
     rescue 
+      flash[:error] = t :notice_customer_not_found
       render_404
     end
   end
@@ -103,6 +100,7 @@ class CustomersController < ApplicationController
     begin
       @customer = Customer.find_by_id(params[:id])
     rescue 
+      flash[:error] = t :notice_customer_not_found
       render_404
     end
   end
@@ -111,14 +109,15 @@ class CustomersController < ApplicationController
   def update
     begin
       @customer = Customer.find_by_id(params[:id])
-      if @customer.update_attributes(allowed_params)
-        flash[:notice] = "Customer updated"
+      if @customer.update(allowed_params)
+        flash[:notice] = t :notice_customer_updated
         redirect_to @customer
       else
         redirect_to edit_customer_path
         flash[:error] = @customer.errors.full_messages.to_sentence if @customer.errors
       end
     rescue 
+      flash[:error] = t :notice_customer_not_found
       render_404
     end
   end
@@ -127,27 +126,48 @@ class CustomersController < ApplicationController
   def destroy
     begin
       Customer.find_by_id(params[:id]).destroy
-      flash[:notice] = "Customer deleted successfully"
+      flash[:notice] = t :notice_customer_deleted
       redirect_to action: :index
     rescue 
+      flash[:error] = t :notice_customer_not_deleted
       render_404
     end
   end
 
+  # creates new customer view tokens, removes expired tokens & redirects to newly created customer view with new token.
+  def share
+
+    Thread.new do
+      logger.info "Removing expired customer tokens"
+      CustomerToken.remove_expired_tokens
+      ActiveRecord::Base.connection.close
+    end
+
+    begin
+      issue = Issue.find_by_id(params[:id])
+      redirect_to view_path issue.share_token.token
+    rescue
+      flash[:error] = t :notice_issue_not_found
+      render_404
+    end
+  end
+  
   # displays an issue for a customer with a provided security CustomerToken
   def view
 
     User.current = User.find_by lastname: 'Anonymous'
 
-    @token = CustomerToken.where("token = ? and expires_at > ?", params[:token], Time.now)
-    @token = @token.first
-    if @token
+    @token = CustomerToken.find_by token: params[:token]
+    begin
+      @token.destroy if @token.expired?
+      raise "Token Expired" if @token.destroyed
+      
       session[:token] = @token.token
       @issue = Issue.find @token.issue_id
       @journals = @issue.journals.
-                  preload(:details).
-                  preload(:user => :email_address).
-                  reorder(:created_on, :id).to_a
+        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)
@@ -160,9 +180,10 @@ class CustomersController < ApplicationController
       @relations = @issue.relations.select {|r| r.other_issue(@issue) && r.other_issue(@issue).visible? }
       @allowed_statuses = @issue.new_statuses_allowed_to(User.current)
       @priorities = IssuePriority.active
-      @time_entry = TimeEntry.new(:issue => @issue, :project => @issue.project)
+      @time_entry = TimeEntry.new(issue: @issue, project: @issue.project)
       @relation = IssueRelation.new
-    else
+    rescue
+      flash[:error] = t :notice_forbidden
       render_403
     end
   end
@@ -195,14 +216,14 @@ class CustomersController < ApplicationController
   # format a quickbooks address to a human readable string
   def address_to_s (address)
     return if address.nil?
-    string =  address.line1
+    string = address.line1 if address.line1
     string << "\n" + address.line2 if address.line2
     string << "\n" + address.line3 if address.line3
     string << "\n" + address.line4 if address.line4
     string << "\n" + address.line5 if address.line5
-    string << " " + address.city
-    string << ", " + address.country_sub_division_code
-    string << " " + address.postal_code
+    string << " " + address.city if address.city
+    string << ", " + address.country_sub_division_code if address.country_sub_division_code
+    string << " " + address.postal_code if address.postal_code
     return string
   end
 

app/controllers/estimate_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -8,23 +8,37 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION 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
+  before_action :require_user, unless: proc {|c| session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: proc {|c| session[:token].nil? }
+
+  def get_estimate
+    # Force sync for estimate by doc number if not found
+    if  Estimate.find_by_doc_number(params[:search]).nil?
+      begin
+        Estimate.sync_by_doc_number(params[:search]) if params[:search]
+      rescue
+        logger.info "Estimate.find_by_doc_number failed"
+      end
+    end
+
+    estimate = Estimate.find_by_id(params[:id]) if params[:id]
+    estimate = Estimate.find_by_doc_number(params[:search]) if params[:search]
+    return estimate
+  end
   
   #
   # Downloads and forwards the estimate pdf
   #
   def show
-    e = QboEstimate.find_by_id(params[:id]) if params[:id]
-    e = QboEstimate.find_by_doc_number(params[:search]) if params[:search]
+    estimate = get_estimate
 
     begin
-      send_data e.pdf, filename: "estimate #{e.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+      send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", disposition: :inline, type: "application/pdf"
     rescue
-      redirect_to :back, :flash => { :error => "Estimate not found" }
+      redirect_to :back, flash: { error: I18n.t(:notice_estimate_not_found) }
     end
   end
 
@@ -32,13 +46,12 @@ class EstimateController < ApplicationController
   # Downloads estimate by document number
   #
   def doc
-    e = QboEstimate.find_by_doc_number(params[:id]) if params[:id]
-    e = QboEstimate.find_by_doc_number(params[:search]) if params[:search]
+    estimate = get_estimate
     
     begin
-      send_data e.pdf, filename: "estimate #{e.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+      send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", disposition: :inline, type: "application/pdf"
     rescue
-      redirect_to :back, :flash => { :error => "Estimate not found" }
+      redirect_to :back, flash: { error: I18n.t(:notice_estimate_not_found) }
     end
   end
 

app/controllers/invoice_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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 +8,47 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 class InvoiceController < ApplicationController
-  unloadable
   
   include AuthHelper
-  
-  before_action :require_user, :unless => proc {|c| session[:token].nil? }
-  skip_before_action :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
+  require 'combine_pdf'
+
+  before_action :require_user, unless: proc {|c| session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: proc {|c| session[:token].nil? }
   
   #
   # Downloads and forwards the invoice pdf
   #
   def show
-    base = QboInvoice.get_base
-    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"
+    logger.info("Processing request for URL: #{request.original_url}") 
+    begin
+      qbo = Qbo.first
+        qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+        
+        # If multiple id's then pull each pdf & combine them
+        if params[:invoice_ids]
+          logger.info("Grabbing pdfs for " + params[:invoice_ids].join(', '))
+          ref = ""
+          params[:invoice_ids].each do |i|
+            logger.info("processing " + i)
+            invoice = service.fetch_by_id(i)
+            ref += " #{invoice.doc_number}"
+            @pdf << CombinePDF.parse(service.pdf(invoice)) unless @pdf.nil?
+            if @pdf.nil?
+              @pdf = CombinePDF.parse(service.pdf(invoice))
+            end
+          end
+          @pdf = @pdf.to_pdf
+        else
+          invoice = service.fetch_by_id(params[:id])
+          @pdf = service.pdf(invoice)
+          ref = invoice.doc_number
+        end
+
+        send_data @pdf, filename: "invoice #{ref}.pdf", disposition: :inline, type: "application/pdf"
+      end
+    rescue
+      redirect_to :back, flash: { error: I18n.t(:notice_invoice_not_found) }
+    end
   end
 end

app/controllers/qbo_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -9,39 +9,26 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class QboController < ApplicationController
-  unloadable
   
   require 'openssl'
   
   include AuthHelper
   
-  before_action :require_user, :except => :qbo_webhook
-  skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [:qbo_webhook]
+  before_action :require_user, except: :webhook
+  skip_before_action :verify_authenticity_token, :check_if_login_required, only: [:webhook]
 
   def allowed_params
     params.permit(:code, :state, :realmId, :id)
   end
 
-  #
-  # Called when the 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
-
   #
   # Called when the user requests that Redmine to connect to QBO
   #
   def authenticate
-    oauth2_client = Qbo.get_client
-    callback = Setting.host_name + "/qbo/oauth_callback/" 
-    #callback = qbo_oauth_callback_url
-    grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: callback, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
+    redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
+    logger.info "redirect_uri: #{redirect_uri}"
+    oauth2_client = Qbo.construct_oauth2_client
+    grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: redirect_uri, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
     redirect_to grant_url
   end
   
@@ -50,10 +37,9 @@ class QboController < ApplicationController
   #
   def oauth_callback
     if params[:state].present?
-      oauth2_client = Qbo.get_client
+      oauth2_client = Qbo.construct_oauth2_client
       # use the state value to retrieve from your backend any information you need to identify the customer in your system
-      #redirect_uri = qbo_oauth_callback_url
-      redirect_uri = Setting.host_name + "/qbo/oauth_callback/"
+      redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
       if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
         
         # Remove the last authentication information
@@ -61,17 +47,13 @@ class QboController < ApplicationController
         
         # Save the authentication information 
         qbo = Qbo.new
-        qbo.company_id = params[:realmId]
-        
-        # Generate Access Token & Serialize it into the database
-        access_token = OAuth2::AccessToken.new(oauth2_client, resp.token, refresh_token: resp.refresh_token)
-        qbo.token = access_token.to_hash
-        qbo.expire = 1.hour.from_now.utc
+        qbo.update(oauth2_access_token: resp.token, oauth2_refresh_token: resp.refresh_token, realm_id: params[:realmId])
+        qbo.refresh_token!
         
         if qbo.save!
-          redirect_to qbo_sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
+          redirect_to qbo_sync_path, flash: { notice: I18n.t(:label_connected) }
         else
-          redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
+          redirect_to plugin_settings_path(:redmine_qbo), flash: { error: I18n.t(:label_error) }
         end
         
       end
@@ -83,14 +65,14 @@ class QboController < ApplicationController
     i = Issue.find_by_id params[:id]
     if i.customer
       i.bill_time
-      redirect_to i, :flash => { :notice => "Successfully Billed #{i.customer.name}" }
+      redirect_to i, flash: { notice: I18n.t(:label_billed_success) + i.customer.name }
     else
-      redirect_to i, :flash => { :error => "Cannot bill without a customer assigned" }
+      redirect_to i, flash: { error: I18n.t(:label_billing_error) }
     end
   end
   
   # Quickbooks Webhook Callback
-  def qbo_webhook
+  def webhook
 
     logger.info "Quickbooks is calling webhook"
     
@@ -102,49 +84,48 @@ class QboController < ApplicationController
     
     # proceed if the request is good
     if hash.eql? signature
-      if request.headers['content-type'] == 'application/json'
-        data = JSON.parse(data)
-      else
-        # application/x-www-form-urlencoded
-        data = params.as_json
-      end
-      # Process the information
-      entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
-      entities.each do |entity|
-        id = entity['id'].to_i
-        name = entity['name']
-        
-        # TODO rename all other models!
-        name.prepend("Qbo") if not name.eql? "Customer"
-       
-        logger.debug "Casting #{name.constantize} to obj"
-
-        # Magicly initialize the correct class
-        obj = name.constantize
-
-        # for merge events
-        obj.destroy(entity['deletedId']) if entity['deletedId']
-        
-        #Check to see if we are deleting a record
-        if entity['operation'].eql? "Delete"
-            obj.destroy(id)
-        #if not then update!
+      Thread.new do
+        if request.headers['content-type'] == 'application/json'
+          data = JSON.parse(data)
         else
-          begin
-            obj.sync_by_id(id)
-          rescue => e
-            logger.error "Failed to call sync_by_id on obj"
-            logger.error e.message
-            logger.error e.backtrace.join("\n")
+          # application/x-www-form-urlencoded
+          data = params.as_json
+        end
+        # Process the information
+        entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
+        entities.each do |entity|
+          id = entity['id'].to_i
+          name = entity['name']
+        
+          logger.info "Casting #{name.constantize} to obj"
+
+          # Magicly initialize the correct class
+          obj = name.constantize
+
+          # for merge events
+          obj.destroy(entity['deletedId']) if entity['deletedId']
+          
+          #Check to see if we are deleting a record
+          if entity['operation'].eql? "Delete"
+            obj.destroy(id)
+          #if not then update!
+          else
+            begin
+              obj.sync_by_id(id)
+            rescue => e
+              logger.error "Failed to call sync_by_id on obj"
+              logger.error e.message
+              logger.error e.backtrace.join("\n")
+            end
           end
         end
+        
+        # Record that last time we updated
+        Qbo.update_time_stamp
+        ActiveRecord::Base.connection.close
       end
-      
-      # 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
+      render nothing: true, status: 200
     else
       render nothing: true, status: 400
     end
@@ -161,10 +142,9 @@ class QboController < ApplicationController
     Thread.new do
       if Qbo.exists?
         Customer.sync
-        QboInvoice.sync
-        QboItem.sync
-        QboEmployee.sync
-        QboEstimate.sync
+        Invoice.sync
+        Employee.sync
+        Estimate.sync
         
         # Record the last sync time
         Qbo.update_time_stamp
@@ -172,6 +152,6 @@ class QboController < ApplicationController
       ActiveRecord::Base.connection.close
     end
 
-    redirect_to :home, :flash => { :notice => "Successfully synced to Quickbooks" }
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
   end
 end

app/controllers/vehicles_controller.rb

@@ -1,126 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2022 rick barrette
-#
-#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
-#
-#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
-#
-#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
-
-# This controller class will handle map management
-class VehiclesController < ApplicationController
-  unloadable
-
-  include AuthHelper
-
-  before_action :require_user
-
-  def allowed_params
-    params.require(:vehicle).permit(:year, :make, :model, :customer_id, :notes, :vin)
-  end
-
-  # display a list of all vehicles
-  def index
-    if params[:customer_id]
-      begin
-        @vehicles = Customer.find_by_id(params[:customer_id]).vehicles.paginate(:page => params[:page])
-      rescue ActiveRecord::RecordNotFound
-        render_404
-      end
-    end
-
-    # search for a vehicle by vin
-    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
-    @customer = Customer.find_by_id(params[:customer_id]) if params[:customer_id]
-  end
-
-  # create a new vehicle
-  def create
-    @vehicle = Vehicle.new(allowed_params)
-    if @vehicle.save
-      flash[:notice] = "New Vehicle Created"
-      redirect_to @vehicle
-    else
-      flash[:error] = @vehicle.errors.full_messages.to_sentence
-      redirect_to Vehicle.find_by_vin @vehicle.vin
-    end
-  end
-
-  # display a specific vehicle
-  def show
-    begin
-      @vehicle = Vehicle.find_by_id(params[:id])
-      @vin = @vehicle.vin.scan(/.{1,9}/) if @vehicle.vin
-      @issues = @vehicle.issues.order(id: :desc)
-      @closed_issues = (@issues - @issues.open)
-    rescue 
-      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
-    rescue 
-      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(allowed_params)
-        flash[:notice] = "Vehicle updated"
-        redirect_to @vehicle
-      else
-        redirect_to edit_vehicle_path
-      end
-      #show any errors anyways
-      flash[:error] = @vehicle.errors.full_messages.to_sentence unless @vehicle.errors.empty?
-    rescue 
-      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 
-      render_404
-    end
-  end
-
-  private
-
-  # checks to see if there is only one item  in an array
-  # @return true if array only has one item
-  def only_one_non_zero?( array )
-    found_non_zero = false
-    array.each do |val|
-      if val!=0
-        return false if found_non_zero
-        found_non_zero = true
-      end
-    end
-    found_non_zero
-  end
-
-end

app/helpers/auth_helper.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2017 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:
 #
@@ -13,7 +13,8 @@ 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
   
@@ -27,14 +28,16 @@ module AuthHelper
   
   def check_permission(permission)
     if !allowed_to?(permission)
-      render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true 
+      flash[:error] = t :notice_forbidden
+      render_403
     end
   end
   
   
   def global_check_permission(permission)
     if !globaly_allowed_to?(permission)
-      render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true 
+      flash[:error] = t :notice_forbidden
+      render_403
     end
   end
   

app/models/concerns/quickbooks_oauth.rb

@@ -0,0 +1,88 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+module QuickbooksOauth
+  extend ActiveSupport::Concern
+
+  #== Instance Methods
+
+  def perform_authenticated_request(&block)
+    attempts = 0
+    begin
+      yield oauth_access_token
+    rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
+      Rails.logger.error("QuickbooksOauth.perform: #{ex.message}")
+
+      # to prevent an infinite loop here keep a counter and bail out after N times...
+      attempts += 1
+
+      raise "QuickbooksOauth:ExceededAuthAttempts" if attempts >= 3
+
+      # check if its an invalid_grant first, but assume it is for now
+      refresh_token!
+
+      retry
+    end
+  end
+
+  def refresh_token!
+    Rails.logger.info("QuickbooksOauth.refresh_token!")
+    t = oauth_access_token
+    refreshed = t.refresh!
+
+    if refreshed.params['x_refresh_token_expires_in'].to_i > 0
+      oauth2_refresh_token_expires_at = Time.now + refreshed.params['x_refresh_token_expires_in'].to_i.seconds
+    else
+      oauth2_refresh_token_expires_at = 100.days.from_now
+    end
+
+    Rails.logger.info("QuickbooksOauth.refresh_token!: #{oauth2_refresh_token_expires_at}")
+
+    update!(
+      oauth2_access_token: refreshed.token,
+      oauth2_access_token_expires_at: Time.at(refreshed.expires_at),
+      oauth2_refresh_token: refreshed.refresh_token,
+      oauth2_refresh_token_expires_at: oauth2_refresh_token_expires_at
+    )
+  end
+
+  def oauth_client
+    self.class.construct_oauth2_client
+  end
+
+  def oauth_access_token
+    OAuth2::AccessToken.new(oauth_client, oauth2_access_token, refresh_token: oauth2_refresh_token)
+  end
+
+  def consumer
+    oauth_access_token
+  end
+
+  module ClassMethods
+
+    def construct_oauth2_client
+
+      oauth_consumer_key = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
+      oauth_consumer_secret = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
+
+      # Are we are playing in the sandbox?
+      Quickbooks.sandbox_mode = Setting.plugin_redmine_qbo[:sandbox] ? true : false
+      logger.info "Sandbox mode: #{Quickbooks.sandbox_mode}"
+
+      options = {
+        site: "https://appcenter.intuit.com/connect/oauth2",
+        authorize_url: "https://appcenter.intuit.com/connect/oauth2",
+        token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer"
+      }
+      OAuth2::Client.new(oauth_consumer_key, oauth_consumer_secret, options)
+    end
+
+  end
+end

app/models/customer.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -9,22 +9,18 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class Customer < ActiveRecord::Base
-  unloadable
   
   has_many :issues
-  has_many :qbo_purchases
-  has_many :qbo_invoices
-  has_many :qbo_estimates
-  has_many :vehicles
-  
-  #attr_accessible :name, :notes, :email, :primary_phone, :mobile_phone, :phone_number
+  has_many :invoices
+  has_many :estimates
+ 
   validates_presence_of :id, :name
   
   self.primary_key = :id
   
   # returns a human readable string
   def to_s
-    return name
+    return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
   end
   
   # Convenience Method
@@ -88,6 +84,13 @@ class Customer < ActiveRecord::Base
     #update our locally stored number too
     update_mobile_phone_number
   end
+
+  # Convenience Method
+  # Sets the notes
+  def notes=(s)
+    pull unless @details
+    @details.notes = s
+  end
   
   # update the localy stored phone number as a plain string with no special chars
   def update_phone_number
@@ -117,48 +120,48 @@ class Customer < ActiveRecord::Base
   
   # Magic Method
   # Maps Get/Set methods to QBO customer object
-  def method_missing(sym, *arguments)  
+  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])  
+      if method_name[-1, 1] == "="
+        @details.method(method_name).call(arguments[0])
       # Getter
-      else  
+      else
         return @details.method(method_name).call 
       end
-    end  
-  end  
+    end
+  end
   
   # proforms a bruteforce sync operation
   # This needs to be simplified
   def self.sync 
-    service = Qbo.get_base(:customer)
-
     # 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
+    qbo = Qbo.first
+    customers = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
+      service.all
+    end
     
-    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
+    return unless customers
+    
+    customers.each do |c|
+      logger.info "Processing customer #{c.id}"
+      customer = Customer.find_or_create_by(id: c.id)
+      if c.active?
+        #if not customer.name.eql? c.display_name
+          customer.name = c.display_name
+          customer.id = c.id
+          customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
+          customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
+          customer.save_without_push
+        #end
       else
-        if not qbo_customer.new_record?
-          qbo_customer.delete
+        if not c.new_record?
+          customer.delete
         end
       end
     end
@@ -173,19 +176,26 @@ class Customer < ActiveRecord::Base
   # proforms a bruteforce sync operation
   # This needs to be simplified
   def self.sync_by_id(id) 
-    service = Qbo.get_base(:customer)
+    qbo = Qbo.first
+    c = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
+      service.fetch_by_id(id)
+    end
 
-    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
+    return unless c
+
+    customer = Customer.find_or_create_by(id: c.id)
+    if c.active?
+      #if not customer.name.eql? c.display_name
+        customer.name = c.display_name
+        customer.id = c.id
+        customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
+        customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
+        customer.save_without_push
+      #end
     else
-      if not qbo_customer.new_record?
-        qbo_customer.delete
+      if not customer.new_record?
+        customer.delete
       end
     end
   end
@@ -193,7 +203,11 @@ class Customer < ActiveRecord::Base
   # Push the updates
   def save_with_push
     begin
-      @details = Qbo.get_base(:customer).update(@details)
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
+        service.update(@details)
+      end
       #raise "QBO Fault" if @details.fault?
       self.id = @details.id
     rescue Exception => e
@@ -211,7 +225,11 @@ class Customer < ActiveRecord::Base
   def pull
     begin
       raise Exception unless self.id
-      @details = Qbo.get_base(:customer).fetch_by_id(self.id)
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
+        service.fetch_by_id(self.id)
+      end
     rescue Exception => e
       @details = Quickbooks::Model::Customer.new
     end

app/models/customer_token.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -9,15 +9,53 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class CustomerToken < ActiveRecord::Base
-  unloadable
-  has_many :issues
-  #attr_accessible :token, :expires_at, :issue_id
-  validates_presence_of :expires_at, :issue_id
-  before_create :generate_token
-
-  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE_QBO__' + SecureRandom.uuid
   
+  has_many :issues
+  validates_presence_of :issue_id
+  before_create :generate_token, :generate_expire_date
+  attr_accessor :destroyed
+  after_destroy :mark_as_destroyed
+
+  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE__' + SecureRandom.uuid
+  
+  # generates a random token using the plugin setting settingsOAuthConsumerSecret for salt
   def generate_token
     self.token = SecureRandom.base64(15).tr('+/=lIO0', OAUTH_CONSUMER_SECRET)
   end
+
+  # generates an expiring date
+  def generate_expire_date
+    self.expires_at = Time.now + 1.month
+  end
+
+  # set destroyed flag
+  def mark_as_destroyed
+    self.destroyed = true
+  end
+
+  # purge expired tokens
+  def self.remove_expired_tokens
+    where("expires_at < ?", Time.now).destroy_all
+  end
+  
+  # has the token expired?
+  def expired?
+    self.expires_at < Time.now
+  end
+
+  # Getter convenience method for tokens
+  def self.get_token(issue)
+    
+    # check to see if token exists & if it is expired
+    token = find_by_issue_id issue.id
+    unless token.nil?
+      return token unless token.expired?
+      # remove expired tokens
+      token.destroy
+    end
+
+    # only create new token if we have an issue to attach it to
+    return create(issue_id: issue.id) if User.current.logged?
+  end
+
 end

app/models/employee.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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 +8,42 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION 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
+class Employee < ActiveRecord::Base
+  
   has_many :users
-  #attr_accessible :name
   validates_presence_of :id, :name
   
-  def self.get_base
-    Qbo.get_base(:employee)
-  end
-  
   def self.sync 
-    employees = get_base.all
+    qbo = Qbo.first
+    employees = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Employee.new(company_id: qbo.realm_id, access_token: access_token)
+      service.all
+    end
+
+    return unless employees
     
     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!
+      employees.each { |e|
+        logger.info "Processing employee #{e.id}"
+        employee = 	find_or_create_by(id: e.id)
+        employee.name = e.display_name
+        employee.id = e.id
+        employee.save!
       }
     end
   end
 
   def self.sync_by_id(id)
-    employee = get_base.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!
+    qbo = Qbo.first
+    employee = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Employee.new(company_id: qbo.realm_id, access_token: access_token)
+      service.fetch_by_id(id)
+    end
+
+    return unless employee
+    employee = find_or_create_by(id: employee.id)
+    employee.name = employee.display_name
+    employee.id = employee.id
+    employee.save!
   end
 end

app/models/estimate.rb

@@ -0,0 +1,133 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class Estimate < ActiveRecord::Base
+  
+  has_and_belongs_to_many :issues
+  belongs_to :customer 
+  validates_presence_of :doc_number, :id
+  self.primary_key = :id
+
+  # returns a human readable string
+  def to_s
+    return self[:doc_number]
+  end
+  
+  # sync all estimates
+  def self.sync
+    logger.info "Syncing ALL estimates"
+    qbo = Qbo.first
+    estimates = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+      service.all
+    end
+
+    return unless estimates
+
+    estimates.each { |estimate|
+      process_estimate(estimate)
+    }
+
+    #remove deleted estimates
+    where.not(estimates.map(&:id)).destroy_all
+  end
+  
+  # sync only one estimate
+  def self.sync_by_id(id)
+    logger.info "Syncing estimate #{id}"
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+      process_estimate(service.fetch_by_id(id))
+    end
+  end
+
+  # sync only one estimate
+  def self.sync_by_doc_number(number)
+    logger.info "Syncing estimate by doc number #{number}"
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+      process_estimate(service.find_by( :doc_number, number).first)
+    end
+  end
+  
+  # update an estimate
+  def self.update(id)
+    qbo = Qbo.first
+    estimate = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+      service.fetch_by_id(id)
+    end
+
+    return unless estimate
+
+    e = find_or_create_by(id: id)
+    e.doc_number = estimate.doc_number
+    e.txn_date = estimate.txn_date
+    e.save!
+  end
+  
+  # process an estimate into the database
+  def self.process_estimate(qbo_estimate)
+    logger.info "Processing estimate #{qbo_estimate.id}"
+    estimate = find_or_create_by(id: qbo_estimate.id)
+    estimate.doc_number = qbo_estimate.doc_number
+    estimate.customer_id = qbo_estimate.customer_ref.value
+    estimate.id = qbo_estimate.id
+    estimate.txn_date = qbo_estimate.txn_date
+    estimate.save!
+  end
+
+  # download the pdf from quickbooks
+  def pdf
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+      estimate = service.fetch_by_id(id)
+      service.pdf(estimate)
+    end
+  end
+
+  # Magic Method
+  # Maps Get/Set methods to QBO estimate object
+  def method_missing(sym, *arguments)
+    # Check to see if the method exists
+    if Quickbooks::Model::Estimate.method_defined?(sym)
+      # download details if required
+      pull unless @details
+      method_name = sym.to_s
+      # Setter
+      if method_name[-1, 1] == "="
+        @details.method(method_name).call(arguments[0])
+      # Getter
+      else
+        return @details.method(method_name).call 
+      end
+    end
+  end
+
+  private
+  
+  # pull the details
+  def pull
+    begin
+      raise Exception unless self.id
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+        service(:estimate).fetch_by_id(self.id)
+      end
+    rescue Exception => e
+      @details = Quickbooks::Model::Estimate.new
+    end
+  end
+  
+end

app/models/invoice.rb

@@ -0,0 +1,208 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class Invoice < ActiveRecord::Base
+  
+  has_and_belongs_to_many :issues
+  belongs_to :customer 
+  validates_presence_of :doc_number, :id, :customer_id, :txn_date
+  self.primary_key = :id
+
+   # returns a human readable string
+  def to_s
+    return self[:doc_number]
+  end
+  
+  # sync ALL the invoices
+  def self.sync
+    logger.info "Syncing all invoices"
+    last = Qbo.first.last_sync
+
+    query = "SELECT Id, DocNumber FROM Invoice"
+    query << " WHERE Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
+  
+    # TODO actually do something with the above query
+    # .all() is never called since count is never initialized
+    qbo = Qbo.first
+    invoices = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+      service.all 
+    end
+
+    return unless invoices
+     
+    invoices.each { | invoice | 
+      process_invoice invoice
+    }
+  end
+  
+  #sync by invoice ID
+  def self.sync_by_id(id)
+    logger.info "Syncing invoice #{id}"
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+      invoice = service.fetch_by_id(id) 
+      process_invoice invoice
+    end
+  end
+  
+  private
+  
+  # Attach the invoice to the issue
+  def self.attach_to_issue(issue, invoice)
+    return if issue.nil?
+    
+    # skip this issue if the issue customer is not the same as the invoice customer
+    return if issue.customer_id != invoice.customer_ref.value.to_i
+    
+    logger.info "Attaching invoice #{invoice.id} to issue #{issue.id}"
+    
+    invoice = Invoice.find_or_create_by(id: invoice.id)
+
+    unless issue.invoices.include?(invoice)
+      issue.invoices << invoice
+      issue.save!
+    end
+    
+    compare_custom_fields(issue, invoice)
+  end
+  
+  # processes the invoice into the database
+  def self.process_invoice(i)
+    logger.info "Processing invoice #{i.id}"
+
+    # Load the invoice into the database
+    invoice = Invoice.find_or_create_by(id: i.id)
+    invoice.doc_number = i.doc_number 
+    invoice.id = i.id
+    invoice.customer_id = i.customer_ref
+    invoice.txn_date = i.txn_date
+    invoice.save!
+
+    # Scan the private notes for hashtags and attach to the applicable issues
+    if not i.private_note.nil?
+      i.private_note.scan(/#(\w+)/).flatten.each { |issue|
+        attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
+      }
+    end
+    
+    # Scan the line items for hashtags and attach to the applicable issues
+    i.line_items.each { |line|
+      if line.description
+        line.description.scan(/#(\w+)/).flatten.each { |issue|
+          attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
+        }
+      end
+    }
+  end
+  
+  # compares the custome fields on invoices & issues and updates the invoice as needed
+  #
+  # the issue here is when two or more issues share an invoice with the same custom field, but diffrent values
+  # this condions causes an infinite loop as the webhook is called when an invoice is updated
+  # TODO maybe add a cf_sync_confict flag to invoices
+  def self.compare_custom_fields(issue, invoice)
+    logger.info "Comparing custom fields"
+    # TODO break if Invoice.find(invoice.id).cf_sync_confict
+    is_changed = false
+
+    logger.debug "Calling :process_invoice_custom_fields hook"
+    context = Redmine::Hook.call_hook :process_invoice_custom_fields, { issue: issue, invoice: invoice } 
+
+    # Process updates from the hooks
+    context.each do |c|
+      unless c.nil?
+        logger.debug "Invoice.compare_custom_fields: We have a responce from a hook"
+        push_updates  c[:invoice] if c[:is_changed]
+      end
+    end
+      
+    # Process Issue Custom Values
+    begin
+      value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
+      
+      # Check to see if the value is blank...
+      if not value.value.to_s.blank?
+        # Check to see if the value is diffrent
+        if not cf.string_value.to_s.eql? value.value.to_s
+          # update the custom field on the invoice
+          cf.string_value = value.value.to_s
+          is_changed = true
+        end
+      end
+    rescue
+      # Nothing to do here, there is no match
+    end
+
+    push_updates invoice if is_changed
+  end
+
+  # pushes invoice updates
+  def self.push_updates(invoice)
+    begin
+      logger.info "Invoice.push_updates"
+      qbo = Qbo.first
+      qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+        service.update invoice
+      end
+    rescue
+      # Do nothing, probaly custome field sync confict on the invoice. 
+      # This is a problem with how it's billed
+      # TODO Add notes in memo area
+      # TODO flag Invoice.cf_sync_confict here
+      logger.error "Failed to update invoice"
+    end
+  end
+
+  # download the pdf from quickbooks
+  def pdf
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+      invoice = service.fetch_by_id(id)
+      return service.pdf(invoice)
+    end
+  end
+
+  # Magic Method
+  # Maps Get/Set methods to QBO invoice object
+  def method_missing(sym, *arguments)
+    # Check to see if the method exists
+    if Quickbooks::Model::Invoice.method_defined?(sym)
+      # download details if required
+      pull unless @details
+      method_name = sym.to_s
+      # Setter
+      if method_name[-1, 1] == "="
+        @details.method(method_name).call(arguments[0])
+      # Getter
+      else
+        return @details.method(method_name).call 
+      end
+    end
+  end
+  
+  # pull the details from quickbooks
+  def pull
+    begin
+      raise Exception unless self.id
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+        service.fetch_by_id(self.id)
+      end
+    rescue Exception => e
+      @details = Quickbooks::Model::Invoice.new
+    end
+  end
+    
+end

app/models/qbo.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2020 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:
 #
@@ -9,88 +9,16 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION 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
-  validates_presence_of :token, :company_id, :expire
-  serialize :token
-
-  OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
-  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
-  
-  #
-  # Getter for quickbooks OAuth2 client
-  #
-  def self.get_client
-    oauth_params = {
-     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"
-    }
-    return OAuth2::Client.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, oauth_params)
-  end
-  
-
-  #
-  # Getter for oauth consumer
-  #
-  def self.get_oauth_consumer
-    # Quickbooks Config Info
-    return $qb_oauth_consumer
-  end
-
-  # 
-  # Get a quickbooks base service object for type
-  # @params type of base
-  #
-  def self.get_base(type)
-    # lets getnourbold access token from the database
-    oauth2_client = get_client
-    qbo = self.first
-    access_token = OAuth2::AccessToken.from_hash(oauth2_client, qbo.token)
-
-    # check to see if we need to refresh the acesstoken
-    if qbo.expire.to_time.utc.past?
-      puts "Updating access token"
-      new_access_token_object = access_token.refresh!
-      qbo.token = new_access_token_object.to_hash
-      qbo.expire = 1.hour.from_now.utc
-      qbo.save!
-      access_token = new_access_token_object
-    else
-      puts "Using current token"
-    end
     
-    # build the reqiested service
-    case type
-      when :item
-        return Quickbooks::Service::Item.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :time_activity
-       return Quickbooks::Service::TimeActivity.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :customer
-        return Quickbooks::Service::Customer.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :invoice
-        return Quickbooks::Service::Invoice.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :estimate
-        return Quickbooks::Service::Estimate.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :account
-        return Quickbooks::Service::Account.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :employee
-        return Quickbooks::Service:: Employee.new(:company_id => qbo.company_id, :access_token => access_token)
-    else
-      return access_token
-    end
-   
-  end
-   
-   # Get the QBO account
-  def self.get_account
-    first
-  end
+  include QuickbooksOauth
+  include Redmine::I18n
   
   # Updates last sync time stamp
   def self.update_time_stamp
+    date = DateTime.now
+    logger.info "Updating QBO timestamp to #{date}"
     qbo = Qbo.first
-    qbo.last_sync = DateTime.now
+    qbo.last_sync = date
     qbo.save
   end
   

app/models/qbo_estimate.rb

@@ -1,101 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2022 rick barrette
-#
-#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
-#
-#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
-#
-#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
-
-class QboEstimate < ActiveRecord::Base
-  unloadable
-  
-  has_and_belongs_to_many :issues
-  belongs_to :customer 
-  #attr_accessible :doc_number, :id
-  validates_presence_of :doc_number, :id
-  self.primary_key = :id
-  
-  # return the QBO Estimate service
-  def self.get_base
-    Qbo.get_base(:estimate)
-  end
-  
-  # sync all estimates
-  def self.sync
-    logger.debug "Syncing ALL estimates"
-    estimates = get_base.all
-    estimates.each { |estimate|
-      process_estimate(estimate)
-    }
-
-    #remove deleted estimates
-    where.not(estimates.map(&:id)).destroy_all
-  end
-  
-  # sync only one estimate
-  def self.sync_by_id(id)
-    logger.debug "Syncing estimate #{id}"
-    process_estimate(get_base.fetch_by_id(id))
-  end
-  
-  # update an estimate
-  def self.update(id)
-    # Update the item table
-    estimate = get_base.fetch_by_id(id)
-    qbo_estimate = find_or_create_by(id: id)
-    qbo_estimate.doc_number = estimate.doc_number
-    qbo_estimate.txn_date = estimate.txn_date
-    qbo_estimate.save!
-  end
-  
-  # process an estimate into the database
-  def self.process_estimate(estimate)
-    logger.info "Processing estimate #{estimate.id}"
-    qbo_estimate = find_or_create_by(id: estimate.id)
-    qbo_estimate.doc_number = estimate.doc_number
-    qbo_estimate.customer_id = estimate.customer_ref.value
-    qbo_estimate.id = estimate.id
-    qbo_estimate.txn_date = estimate.txn_date
-    qbo_estimate.save!
-  end
-
-  # download the pdf from quickbooks
-  def pdf
-    base = QboEstimate.get_base
-    estimate = base.fetch_by_id(id)
-    return base.pdf(estimate)
-  end
-
-  # Magic Method
-  # Maps Get/Set methods to QBO estimate object
-  def method_missing(sym, *arguments)  
-    # Check to see if the method exists
-    if Quickbooks::Model::Estimate.method_defined?(sym)
-      # download details if required
-      pull unless @details
-      method_name = sym.to_s
-      # Setter
-      if method_name[-1, 1] == "="  
-        @details.method(method_name).call(arguments[0])  
-      # Getter
-      else  
-        return @details.method(method_name).call 
-      end
-    end  
-  end
-
-  private
-  
-  # pull the details
-  def pull
-    begin
-      raise Exception unless self.id
-      @details = Qbo.get_base(:estimate).fetch_by_id(self.id)
-    rescue Exception => e
-      @details = Quickbooks::Model::Estimate.new
-    end
-  end
-  
-end

app/models/qbo_invoice.rb

@@ -1,196 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2022 rick barrette
-#
-#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
-#
-#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
-#
-#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
-
-class QboInvoice < ActiveRecord::Base
-  unloadable
-  has_and_belongs_to_many :issues
-  belongs_to :customer 
-  validates_presence_of :doc_number, :id, :customer_id, :txn_date
-  self.primary_key = :id
-  
-  # Get the quickbooks-ruby base for invoice
-  def self.get_base
-    Qbo.get_base(:invoice)
-  end
-  
-  # sync ALL the invoices
-  def self.sync
-    logger.debug "Syncing all invoices"
-    last = Qbo.first.last_sync
-
-    query = "SELECT Id, DocNumber FROM Invoice"
-    query << " WHERE  Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
-  
-    # TODO actually do something with the above query
-    # .all() is never called since count is never initialized
-    if count == 0
-      invoices = get_base.all 
-    else
-      invoices = get_base.query()
-    end
-     
-    invoices.each { | invoice | 
-      process_invoice invoice
-    }
-  end
-  
-  #sync by invoice ID
-  def self.sync_by_id(id)
-    logger.debug "Syncing invoice #{id}"
-    invoice = get_base.fetch_by_id(id) 
-    process_invoice invoice
-  end
-  
-  private
-  
-  # Attach the invoice to the issue
-  def self.attach_to_issue(issue, invoice)
-    return if issue.nil?
-    
-    # skip this issue if the issue customer is not the same as the invoice customer
-    return if issue.customer_id != invoice.customer_ref.value.to_i
-    
-    logger.debug "Attaching invoice #{invoice.id} to issue #{issue.id}"
-    
-    qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
-
-    unless issue.qbo_invoices.include?(qbo_invoice)
-      issue.qbo_invoices << qbo_invoice
-      issue.save!
-    end
-    
-    compare_custom_fields(issue, invoice)
-  end
-  
-  # processes the invoice into the database
-  def self.process_invoice(invoice)
-    logger.info "Processing invoice #{invoice.id}"
-
-    # Load the invoice into the database
-    qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
-    qbo_invoice.doc_number = invoice.doc_number 
-    qbo_invoice.id = invoice.id
-    qbo_invoice.customer_id = invoice.customer_ref
-    qbo_invoice.txn_date = invoice.txn_date
-    qbo_invoice.save!
-
-    # Scan the private notes  for hashtags and attach to the applicable issues
-    if not invoice.private_note.nil?
-      invoice.private_note.scan(/#(\w+)/).flatten.each { |issue|
-        attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
-      }
-    end
-    
-    # Scan the line items for hashtags and attach to the applicable issues
-    invoice.line_items.each { |line|
-      if line.description
-        line.description.scan(/#(\w+)/).flatten.each { |issue|
-          attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
-        }
-      end
-    }
-  end
-  
-  # compares the custome fields on invoices & issues and updates the invoice as needed
-  #
-  # the issue here is when two or more issues share an invoice with the same custom field, but diffrent values
-  # this condions causes an infinite loop as the webhook is called when an invoice is updated
-  # TODO maybe add a cf_sync_confict flag to invoices
-  def self.compare_custom_fields(issue, invoice)
-    logger.debug "Comparing custom fields"
-    # TODO break if QboInvoice.find(invoice.id).cf_sync_confict
-    is_changed = false
-    
-    # update the invoive custom fields with infomation from the issue if available
-    invoice.custom_fields.each { |cf|
-      
-      # VIN from the attached vehicle
-      # TODO move this into seperate plugin
-      # TODO create hook for seperate plugin 
-      begin
-        if cf.name.eql? "VIN"
-          # Only update if blank to prevent infite loops
-          # TODO check cf_sync_confict flag once implemented
-          if cf.string_value.to_s.blank?
-            logger.debug " VIN was blank, updating the invoice vin in quickbooks"
-            vin = Vehicle.find(issue.vehicles_id).vin
-            break if vin.nil?
-            if not cf.string_value.to_s.eql? vin
-              cf.string_value = vin.to_s
-              logger.debug "VIN has changed"
-              is_changed = true
-            end
-
-          end
-        end
-      rescue
-        #do nothing
-      end
-      
-      # Custom Values
-      begin
-        value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
-        
-        # Check to see if the value is blank...
-        if not value.value.to_s.blank?
-          # Check to see if the value is diffrent
-          if not cf.string_value.to_s.eql? value.value.to_s
-            # update the custom field on the invoice
-            cf.string_value = value.value.to_s
-            is_changed = true
-          end
-        end
-      rescue
-        # Nothing to do here, there is no match
-      end
-    }
-
-    # Push updates
-    begin
-      logger.debug "Trying to update invoice"
-      get_base.update(invoice) if is_changed
-    rescue
-      # Do nothing, probaly custome field  sync confict on the invoice. 
-      # This is a problem with how it's billed
-      # TODO Add notes in memo area
-      # TODO flag QboInvoice.cf_sync_confict here
-      logger.error "Failed to update invoice"
-    end
-  end
-
-  # Magic Method
-  # Maps Get/Set methods to QBO invoice object
-  def method_missing(sym, *arguments)  
-    # Check to see if the method exists
-    if Quickbooks::Model::Invoice.method_defined?(sym)
-      # download details if required
-      pull unless @details
-      method_name = sym.to_s
-      # Setter
-      if method_name[-1, 1] == "="  
-        @details.method(method_name).call(arguments[0])  
-      # Getter
-      else  
-        return @details.method(method_name).call 
-      end
-    end  
-  end
-  
-  # pull the details from quickbooks
-  def pull
-    begin
-      raise Exception unless self.id
-      @details = Qbo.get_base(:invoice).fetch_by_id(self.id)
-    rescue Exception => e
-      @details = Quickbooks::Model::Invoice.new
-    end
-  end
-    
-end

app/models/vehicle.rb

@@ -1,100 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2022 rick barrette
-#
-#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
-#
-#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
-#
-#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
-
-class Vehicle < ActiveRecord::Base
-  
-  unloadable
-  
-  belongs_to :customer
-  has_many :issues, :foreign_key => 'vehicles_id'
-  
-  validates_presence_of :customer
-  validates :vin, uniqueness: true
-  before_save :decode_vin
-  
-  self.primary_key = :id
-  
-  # returns a human readable string
-  def to_s
-    if year.nil? or make.nil? or model.nil?
-      return "#{vin}"
-    else
-      split_vin = vin.scan(/.{1,9}/)
-      return "#{year} #{make} #{model} - #{split_vin[1]}"
-    end
-  end
-  
-  # returns the raw JSON details from NHTSA
-  def details
-    get_details if @details.nil?
-    return @details
-  end
-  
-  # Force Upper Case for make 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 model 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 & strip VIN of all illegal chars (for barcode scanner)
-  def vin=(val)
-    val = val.to_s.upcase.gsub(/[^A-HJ-NPR-Za-hj-npr-z\d]+/,"")
-    write_attribute(:vin, val)
-  end
-  
-  # search for a vin
-  def self.search(search)
-    where("vin LIKE ?", "%#{search}%")
-  end
-	
-  # decodes a vin and updates self
-  def decode_vin
-    get_details
-    if @details
-      begin
-        self.year = @details.year unless @details.year.nil?
-	      self.make = @details.make unless @details.make.nil?
-	      self.model = @details.model unless @details.model.nil?
-        self.doors = @details.doors unless @details.doors.nil?
-        self.trim = @details.trim unless @details.trim.nil?
-      rescue Exception => e
-        errors.add(:vin, e.message)
-      end
-    end
-    self.name = to_s
-  end
-  
-  private
-  
-  # init method to pull JSON details from NHTSA
-  def get_details
-    if self.vin?
-      #validate the vin before calling a remote server
-      validation = NhtsaVin.validate(self.vin)
-      begin
-        #if the vin validation failed, raise an exception and exit
-        raise RuntimeError, validation.error unless validation.valid?
-        # query NHTSA for details on the vin
-        query = NhtsaVin.get(self.vin)
-        raise RuntimeError, query.error unless query.valid?
-        @details = query.response
-      rescue Exception => e
-        errors.add(:vin, e.message)
-      end
-    end
-  end
-  
-end

app/views/customers/_actions.html.erb

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

app/views/customers/_details.html.erb

@@ -1,5 +1,11 @@
 <table>
   <tbody>
+
+    <tr>
+      <th><%=t(:label_name)%></th>
+      <td><%= customer.name %></td>
+    </tr>
+
     <tr>
       <th><%=t(:label_email)%></th>
       <td><%= customer.email %></td>
@@ -31,13 +37,24 @@
     </tr>
     
     <tr>
-      <th><%=t(:field_notes)%></th>
-      <td><%= customer.notes %></td>
+      <th colspan="2"><h4><%=t(:field_notes)%></hr></th>
     </tr>
+
+    <tr>
+      <td colspan="2">
+       <pre id="note-display" style="text-align: left; white-space: pre-wrap; font-family: inherit;">
+          <%= customer.notes %>
+        </pre>
+      </td>
+    </tr>
+
+    <script>
+        const preElement = document.getElementById('note-display');
+        // This takes the text, trims the edges, and puts it back
+        preElement.textContent = preElement.textContent.trim();
+      </script>
+
   </tbody>
-</table>
-<div style="float: right;">
-  <%= button_to t(:label_edit_customer), edit_customer_path(customer), method: :get%> 
-</div> 
+</table> 
 <br/>
 <br/>

app/views/customers/_form.html.erb

@@ -7,28 +7,28 @@
         <div class="clearfix">
           <%=t(:label_display_name)%> 
           <div class="input">
-            <%= f.text_field :name, :required => true, :autocomplete => "off"  %>
+            <%= f.text_field :name, required: true, autocomplete: "off" %>
           </div>
         </div>
         
         <div class="clearfix">
           <%=t(:label_primary_phone)%>
           <div class="input">
-            <%= f.telephone_field :primary_phone, :autocomplete => "off"  %>
+            <%= f.telephone_field :primary_phone, autocomplete: "off" %>
           </div>
         </div>
         
        <div class="clearfix">
           <%=t(:label_mobile_phone)%>:
           <div class="input">
-            <%= f.telephone_field :mobile_phone, :autocomplete => "off"  %>
+            <%= f.telephone_field :mobile_phone, autocomplete: "off" %>
           </div>
         </div>
         
         <div class="clearfix">
           <%=t(:label_email)%>:
           <div class="input">
-            <%= f.email_field :email, :autocomplete => "off"  %>
+            <%= f.email_field :email, autocomplete: "off" %>
           </div>
         </div>
         
@@ -36,17 +36,16 @@
           <%=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

@@ -1,6 +1,5 @@
-<%= form_tag(customers_path, :method => "get", id: "search-form") do %>
-    <%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), :autocomplete => "off" %>
+<%= form_tag(customers_path, method: "get", id: "search-form") do %>
+    <%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), autocomplete: "off" %>
     <%= submit_tag t(:label_search) %>
 <% end %>
 <%= button_to t(:label_new_customer), new_customer_path, method: :get%>
-<%= button_to(t(:label_sync), qbo_sync_path, method: :get) if User.current.admin?%>

app/views/customers/_sidebar.html.erb

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

app/views/customers/edit.html.erb

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

app/views/customers/filter_estimates_by_customer.js.erb

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

app/views/customers/filter_vehicles_by_customer.js.erb

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

app/views/customers/index.html.erb

@@ -1,4 +1,4 @@
-<h2><%=t(:field_customers)%> <span style="float:right"> <%= render :partial => 'customers/search' %> </span> </h2>
+<h2><%=t(:field_customers)%> <span style="float:right"> <%= render partial: 'customers/search' %> </span> </h2>
 <% if @customers.present? %>
   <br/>
   <% @customers.each do |c| %>
@@ -20,5 +20,5 @@
 <% end %>
 
 <div>
-  <%= render :partial => 'qbo/stats' %>
+  <%= render partial: 'qbo/stats' %>
 </div>

app/views/customers/new.html.erb

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

app/views/customers/show.html.erb

@@ -1,4 +1,4 @@
-<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= @customer.name %> </h2>
+<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">
@@ -7,36 +7,47 @@
 
         <h4><%=t(:label_details)%>:</h4>
 
-        <%= render :partial => 'customers/details', locals: {customer: @customer} %>
+        <!-- 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: {customer: @customer} %>
+            <%= render partial: 'estimates/list', locals: {estimates: @customer.estimates} %>
           </div>
 
           <div class="splitcontentleft">
             <h4><%=t(:label_invoices)%>:</h4>
-            <%= render :partial => 'invoices/list', locals: {customer: @customer} %>
+            <%= render partial: 'invoices/list', locals: {invoices: @customer.invoices} %>
           </div>
         </div>
 
       </div>
         
       <div class="splitcontentleft">
-        <h4><%=t(:field_vehicles)%>:</h4>
-        <%= render :partial => 'vehicles/list' %>
-        <div style="float: right;">
-          <%= button_to "New Vehicle", new_customer_vehicle_path(@customer), method: :get %>
-        </div>
+        <%= call_hook :show_customer_view_right, {customer: @customer} %>
       </div>
     </div>
 
   </div>
 
 <br/>
-<h3><%=@issues.open.count%> <%=t(:label_open_issues)%>:</h3>
-<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
+<h3><%=@issues.open.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
+<%= render partial: 'issues/list_simple', locals: {issues: @issues.open} %>
 
-<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%>:</h3>
-<%= render :partial => 'issues/list_simple', locals: {issues: @closed_issues} %>
+<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

@@ -1,11 +1,13 @@
+<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") %>
+<%= avatar(@issue.author, size: "50") %>
 
 <div class="subject">
-<%=  render_issue_subject_with_tree(@issue)  %>
+<%= 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">
@@ -17,39 +19,39 @@
 
 <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 ? link_to_user(@issue.assigned_to) : "-"), :class => 'assigned-to'
+  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?('category_id') || (@issue.category.nil? && @issue.project.issue_categories.none?)
-    rows.left l(:field_category), (@issue.category ? @issue.category.name : "-"), :class => 'category'
+  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?('fixed_version_id') || (@issue.fixed_version.nil? && @issue.assignable_versions.none?)
-    rows.left l(:field_fixed_version), (@issue.fixed_version ? link_to_version(@issue.fixed_version) : "-"), :class => 'fixed-version'
+  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?('start_date')
-    rows.right l(:field_start_date), format_date(@issue.start_date), :class => 'start-date'
+  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?('due_date')
-    rows.right l(:field_due_date), format_date(@issue.due_date), :class => 'due-date'
+  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?('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')
+  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'
+      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'
+      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) %>
+<%= call_hook(:view_issues_show_details_bottom, issue: @issue) %>
 </div>
 
 <% if @issue.description? || @issue.attachments.any? -%>
@@ -57,19 +59,19 @@ end %>
 <% 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? %>
+  <%= 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 %>
+  <%= textilizable @issue, :description, attachments: @issue.attachments %>
   </div>
 </div>
 <% end %>
-<%= link_to_attachments @issue, :thumbnails => true %>
+<%= link_to_attachments @issue, thumbnails: true %>
 <% end -%>
 
-<%= call_hook(:view_issues_show_description_bottom, :issue => @issue) %>
+<%= call_hook(:view_issues_show_description_bottom, issue: @issue) %>
 
 <% if !@issue.leaf? || User.current.allowed_to?(:manage_subtasks, @project) %>
 <hr />
@@ -85,7 +87,7 @@ end %>
 <% if @relations.present? || User.current.allowed_to?(:manage_issue_relations, @project) %>
 <hr />
 <div id="relations">
-<%= render :partial => 'issues/relations' %>
+<%= render partial: 'issues/relations' %>
 </div>
 <% end %>
 
@@ -94,14 +96,14 @@ end %>
 <% if @changesets.present? %>
 <div id="issue-changesets">
 <h3><%=l(:label_associated_revisions)%></h3>
-<%= render :partial => 'issues/changesets', :locals => { :changesets => @changesets} %>
+<%= 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 } %>
+<%= render partial: 'issues/history', locals: { issue: @issue, journals: @journals } %>
 </div>
 <% end %>
 

app/views/estimates/_list.html.erb

@@ -1,7 +1,8 @@
-<% if @customer.present? %>
+<% unless estimates.empty? %>
 
-  <% @customer.qbo_estimates.order(doc_number: :desc).each do |estimate| %>
+  <% estimates.sort.reverse.each do |estimate| %>
     <div class="row">
+      <%= check_box_tag "estimate_ids[]", estimate.id, false,  onchange: "updateLink()", class: "estimate-checkbox" %>
       <b><%= link_to "##{estimate.doc_number}", estimate_path(estimate), target: :_blank %></b> <%= estimate.txn_date %>
     </div>
   <% end %>

app/views/estimates/_search.html.erb

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

app/views/estimates/_sidebar.html.erb

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

app/views/invoices/_list.html.erb

@@ -1,9 +1,25 @@
-<% if @customer.present? %>
+<% unless invoices.empty? %>
 
-  <% @customer.qbo_invoices.order(doc_number: :desc).each do |invoice| %>
-    <div class="row">
-      <b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
-    </div>
+  <%= 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()", class: "invoice-checkbox" 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 %>

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

@@ -3,12 +3,12 @@
   <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>
+      <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 %>
+      <%= avatar(journal.user, size: "24") %>
+      <%= authoring journal.created_on, journal.user, label: :label_updated_time_by %>
       <%= render_private_notes_indicator(journal) %>
     </h4>
 
@@ -26,10 +26,10 @@
       </div>
     <% end %>
     <% end %>
-    <%= render_notes(issue, journal, :reply_links => reply_links) unless journal.notes.blank? %>
+    <%= render_notes(issue, journal, reply_links: reply_links) unless journal.notes.blank? %>
     </div>
   </div>
-  <%= call_hook(:view_issues_history_journal_bottom, { :journal => journal }) %>
+  <%= 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

@@ -9,9 +9,9 @@
     </tr></thead>
     <tbody>
     <% for issue in issues %>
-    <tr id="issue-<%= h(issue.id) %>" class="hascontextmenu <%= cycle('odd', 'even') %> <%= issue.css_classes %>">
+    <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) %>
+        <%= 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>

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] = t(:label_401) %>

app/views/qbo/_footer.html.erb

@@ -0,0 +1,3 @@
+"<div id='footer' align='center'>
+    <b><%=I18n.translate(:label_last_sync)%>: </b> <%=Qbo.last_sync if Qbo.exists?%>
+</div>"

app/views/qbo/_issues_show_details.html.erb

@@ -1,35 +0,0 @@
-<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="qbo_estimate_id attribute">
-      <div class="label"><span><%=t(:field_qbo_estimate)%></span>:</div>
-      <div class="value"><%= estimate_link %></div>
-    </div>
-         
-    <div class="qbo_invoice_id attribute">
-      <div class="label"><span><%=t(:field_qbo_invoice)%></span>:</div>
-      <div class="value"><%= invoice_link %></div>
-    </div>
-   </div>
-      
-  <div class="splitcontentleft">
-    <div class="vehicle attribute">
-      <div class="label"><span><%=t(:field_vehicle)%></span>:</div>
-      <div class="value"><%= vehicle %></div>
-    </div>
-       
-    <div class="vehicle_vin attribute">
-      <div class="label"><span><%=t(:field_vin)%></span>:</div>
-      <div class="value"><%=split_vin[0] if split_vin%><b><%=split_vin[1] if split_vin%></b></div>
-    </div>
-       
-    <div class="vehicle_notes attribute">
-      <div class="label"><span><%=t(:field_notes)%></span>:</div>
-      <div class="value"><%=notes%></div>
-    </div>
-  </div>
-</div>

app/views/qbo/_settings.html.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2020 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:
 
@@ -15,7 +15,7 @@ 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: '<%= Setting.host_name %>/qbo/authenticate'});
+  intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_authenticate_path %>'});
 </script>
 
 <table >
@@ -24,33 +24,54 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
     <tr>
       <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><%=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]" >
+        <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><%=t(:label_oauth_expires)%></th>
-       <td><%= if Qbo.exists? then Qbo.first.expire end %>
+        <th><%=t(:label_oauth_expires)%></th>
+        <td><%= if Qbo.exists? then Qbo.first.oauth2_access_token_expires_at end %>
+      </tr>
+      
+      <tr>
+        <th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
+        <td><%= if Qbo.exists? then Qbo.first.oauth2_refresh_token_expires_at end %>
      </tr>
 
   </tbody>
@@ -72,23 +93,19 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
     </div>
       
     <div>
-        <b><%=t(:label_item_count)%>:</b> <%= QboItem.count %>
-    </div>
-      
-    <div>
-        <b><%=t(:label_employee_count)%>:</b> <%= QboEmployee.count %>
+        <b><%=t(:label_employee_count)%>:</b> <%= Employee.count %>
     </div>
     
     <div>
-        <b><%=t(:label_invoice_count)%>:</b> <%= QboInvoice.count %>
+        <b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %>
     </div>
     
     <div>
-        <b><%=t(:label_estimate_count)%>:</b> <%= QboEstimate.count %>
+        <b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %>
     </div>
       
     <br/>
     
     <div>
-        <b><%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to " Sync Now", qbo_sync_path %>
+        <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

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

app/views/qbo/_stats.html.erb

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

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><%=t(:label_redmine_qbo)%></h1>
-    
-    <div>
-        <b><%=t(:label_customer_count)%>:</b> <%= @customer_count.to_s%>
-    </div>
-      
-    <div>
-        <b><%=t(:label_item_count)%>:</b> <%= @qbo_item_count.to_s %>
-    </div>
-      
-    <div>
-        <b><%=t(:label_employee_count)%>:</b> <%= @qbo_employee_count.to_s %>
-    </div>
-    
-    <div>
-        <b><%=t(:label_invoice_count)%>:</b> <%= @qbo_invoice_count.to_s %>
-    </div>
-    
-    <div>
-        <b><%=t(:label_estimate_count)%>:</b> <%= @qbo_estimate_count.to_s %>
-    </div>
-      
-    <br/>
-    
-    <div>
-        <b><%=t(:label_last_sync)%>: </b> <%= Qbo.last_sync if Qbo.exists? %>
-    </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

@@ -1,45 +0,0 @@
-<div class="issue">
-  <div class="splitcontent">
-    <div class="splitcontentleft">
-      <h4><%=t(:label_details)%>:</h4>
-      
-      <table>
-        <tbody>
-
-          <tr>
-            <th><%= t(:field_customer)%></th>
-            <td><%= link_to vehicle.customer.name, customer_path(vehicle.customer) %></td>
-          </tr>
-        
-          <tr>
-            <th><%= t(:field_vehicle) %></th>
-            <td><%= vehicle.to_s %></td>
-          </tr>
-          
-          <tr>
-            <th><%= t(:field_vin) %></th>
-            <td><%= @vin[0] if @vin %><b><%=@vin[1] if @vin%></b></td>
-          </tr>
-          
-          <th><%= t(:label_trim) %></th>
-            <td><%= vehicle.doors %> <%=t(:label_door) if vehicle.doors? %> <%= vehicle.trim %></td>
-          </tr>
-        </tbody>
-      </table>
-      
-    </div>
-
-    <div class="splitcontentleft">
-
-      <h4><%=t(:field_notes)%>:</h4>
-        <td><%= vehicle.notes %></td>
-      </tr>
-
-    </div>
-  </div>
-</div>
-
-<div style="float: right;">
-  <%= button_to t(:label_edit), edit_vehicle_path(vehicle), method: :get%> 
-  <%= button_to t(:label_delete), vehicle, method: :delete, data: {confirm: t(:warn_ru_sure)} %> 
-</div>

app/views/vehicles/_form.html.erb

@@ -1,56 +0,0 @@
-<div class="row">
-  <div class="span6 columns">
-    <fieldset>
-
-      <%= form_for @vehicle do |f| %> 
-        <div class="clearfix">
-		      <%=t(:field_customer)%>:
-	        <div class="input">
-            <%= f.autocomplete_field :customer, autocomplete_customer_name_customers_path, :value => @customer.name, :update_elements => {:id => '#customer_id', :value => '#issue_customer'}, :required => true %>
-            <%= f.hidden_field :customer_id, :id => "customer_id", :value => @customer.id %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          <%=t(:label_year)%>: 
-          <div class="input">
-            <%= f.number_field :year, :autocomplete => "off"  %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          <%=t(:label_make)%>:
-          <div class="input">
-            <%= f.text_field :make, :autocomplete => "off"  %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          <%=t(:label_model)%>:
-          <div class="input">
-            <%= f.text_field :model, :autocomplete => "off"  %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          <%=t(:field_vin)%>:
-          <div class="input">
-            <%= f.text_field :vin , :autofocus => true %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          <%=t(:field_notes)%>: 
-          <div class="input">
-            <%= f.text_area :notes, :cols => 60, :rows => 10, :no_label => true %>
-          </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.scan(/.{1,9}/)[0] if vehicle.vin %><b><%=vehicle.vin.scan(/.{1,9}/)[1] if vehicle.vin%></b>
-      </div>
-    </div>
-    <br/>
-  <% end %>
-
-  <div class="actions">
-    <%= will_paginate @vehicles %>
-  </div>
-
-<p><%=t(:label_matching)%> <%=@vehicles.count%> <%=t(:field_vehicles) %> </p>
-
-<% else %>
-  <p><%=t(:label_no_vehicles)%> <%= params[:search] %>.</p>
-<% end %>

app/views/vehicles/_search.html.erb

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

app/views/vehicles/_vehicle.html.erb

@@ -1 +0,0 @@
-<option value="<%= vehicle.id %>"><%= vehicle.to_s.titleize %></option>

app/views/vehicles/edit.html.erb

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

app/views/vehicles/index.html.erb

@@ -1,4 +0,0 @@
-<h2><%=t(:label_cusomer_vehicles)%> <span style="float:right"> <%= render :partial => 'vehicles/search' %> </span> </h2> 
-<br/> 
-
-<%= render :partial => 'vehicles/list' %>

app/views/vehicles/new.html.erb

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

app/views/vehicles/show.html.erb

@@ -1,11 +0,0 @@
-<h2><%=t(:field_vehicle)%> #<%=@vehicle.id%></h2>
-
-<%= render :partial => 'vehicles/details', locals: {vehicle: @vehicle} %>
-
-<h3><%=@issues.open.count%> <%=t(:label_open_issues)%></h3>
-
-<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
-
-<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%></h3>
-
-<%= render :partial => 'issues/list_simple', locals: {issues: (@closed_issues)} %>

assets/javascripts/application.js

@@ -1,23 +1,31 @@
-$(function() {
-  $("input#issue_customer_id").on("change", function() {
-    $.ajax({
-      url:  "/filter_vehicles_by_customer",
-      type: "GET",
-      data: { selected_customer: $("input#issue_customer_id").val() }
-    });
-    
-    $.ajax({
-      url:  "/filter_estimates_by_customer",
-      type: "GET",
-      data: { selected_customer: $("input#issue_customer_id").val() }
-    });
-  });
-    
-  $("input#project_customer_id").on("change", function() {
-    $.ajax({
-      url:  "/filter_vehicles_by_customer",
-      type: "GET",
-      data: { selected_customer: $("input#project_customer_id").val() }
-    });
-  });
-});
+function updateLink() {
+  const linkElement = document.getElementById("appointment_link");
+  const regex = /((?:<br\/>|%3Cbr\/?%3E))([\s\S]*?)(&dates)/gi;
+  linkElement.href = linkElement.href.replace(regex, `$1${getSelectedDocs()}$3`);
+}
+
+function getSelectedDocs() {
+  const invoices = document.querySelectorAll('.invoice-checkbox');
+  const estimates = document.querySelectorAll('.estimate-checkbox');
+  
+  const invoiceIds = Array.from(invoices)
+      .filter(checkbox => checkbox.checked)
+      .map(checkbox => checkbox.value);
+
+  const estimateIds = Array.from(estimates)
+      .filter(checkbox => checkbox.checked)
+      .map(checkbox => checkbox.value);
+
+  let output = '';
+
+  for (const value of invoiceIds) {
+    output += `%0A<a href="${window.location.origin}/invoices/${value}">Invoice:%20${value}</a>%0A`;
+  }
+
+  for (const value of estimateIds) {
+    output += `%0A<a href="${window.location.origin}/estimates/${value}">Estimate:%20${value}</a>%0A`;
+  }
+  
+  // You can return the array or use it as needed
+  return output;
+}

assets/javascripts/checkbox_controller.js

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

config/locales/en.yml

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -9,37 +9,26 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 # English strings go here for Rails i18n
-# Usage t(:label)
+# Usage I18n.t(:label)
 en:
-  # my_label: "My label"
   field_customer: "Customer"
-  field_qbo_item: "Item"
-  field_qbo_employee: "Employee"
-  field_qbo_invoice: "Invoice"
-  field_qbo_estimate: "Estimate" 
-  field_vehicles: "Vehicles"
-  field_vehicle: "Vehicle"
-  field_vin: "VIN"
+  field_employee: "Employee"
+  field_invoice: "Invoice"
+  field_estimate: "Estimate" 
   field_notes: "Notes"
-  field_qbo_billed: "Billed"
+  field_billed: "Billed"
   label_week: "Week"
   label_search_estimates: "Search Estimates"
   label_search: "Search"
   label_estimates: "Estimates"
-  label_401: "Not Authorized"
   warn_ru_sure: "You sure?"
   label_delete: "Delete"
   label_edit: "Edit"
   label_year: "Year"
   label_make: " Make"
   label_model: "Model"
-  label_no_vehicles: "There are no vehicles containing the term(s)"
   label_no_customers: "There are no customers containing the term(s)"
   label_matching: "Matching "
-  label_search_vin: "Search Vehicles by VIN"
-  label_edit_customer_vehicle: "Edit Customer Vehicle"
-  label_cusomer_vehicles: "Customer Vehicles"
-  label_new_vehicle: "New Customer Vehicle"
   label_open_issues: "Open Issues"
   label_closed_issues: "Closed Issues"
   label_sync: "Sync"
@@ -57,16 +46,13 @@ en:
   label_display_name: "Display Name"
   label_details: "Details"
   label_customer_link_expires: "This customer link expires in"
-  label_new_payment: "New Payment"
   label_amount: "Amount"
-  label_payment_method: "Payment Method"
   label_deposit_into: "Deposit to Account"
   label_last_sync: "Last Sync"
   label_redmine_qbo: "Redmine Quickbooks"
   label_customer_count: "Customer Count"
   label_invoice_count: "Invoice Count"
   label_estimate_count: "Estimate Count"
-  label_item_count: "Item Count"
   label_employee_count: "Employee Count"
   label_client_id: "Intuit QBO OAuth2 Client ID"
   label_client_secret: "Intuit QBO OAuth2 Client Secret"
@@ -80,4 +66,38 @@ en:
   label_load_customer: "Load Customer"
   label_door: "Door"
   label_trim: "Trim"
-  
+  label_bill_time: "Bill Time"
+  label_share: "Share"
+  label_sync_now: "Sync Now"
+  label_invoice_404: "Invoice not found"
+  label_estimate_404: "Estimate not found"
+  label_connected: "Successfully connected to Quickbooks"
+  label_error: "Error"
+  label_billed_success: "Successfully Billed "
+  label_billing_error: "Cannot bill without a customer assigned"
+  label_qbo_sync_success: "Successfully synced to Quickbooks"
+  label_hours: "Hours"
+  label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
+  label_name: "Name"
+  label_appointment: "Add Appointment"
+  label_actions: "Actions"
+  label_create_estimate: "Create Estimate"
+  label_syncing: "Syncing Quickbooks"
+  label_sandbox: "Sandbox"
+  button_bulk_pdf: "Bulk PDF"
+  label_select_all: "Select All"
+  notice_customer_created: "Customer created in Quickbooks"
+  notice_customer_updated: "Customer updated in Quickbooks"
+  notice_customer_not_found: "Customer not found in Quickbooks"
+  notice_customer_not_deleted: "Customer could not be deleted in Quickbooks"
+  notice_customer_deleted: "Customer deleted in Quickbooks"
+  notice_estimate_created: "Estimate created in Quickbooks"
+  notice_estimate_updated: "Estimate updated in Quickbooks"
+  notice_estimate_not_found: "Estimate not found"
+  notice_invoice_created: "Invoice created in Quickbooks"
+  notice_invoice_updated: "Invoice updated in Quickbooks"
+  notice_invoice_not_found: "Invoice not found"
+  notice_forbidden: "You do not have permission to access this resource"
+  notice_issue_not_found: "Issue not found"
+  customer_details: "Customer Details"
+  notice_error_project_nil: "The issue's project is nil, set project to: "

config/routes.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2017 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:
 #
@@ -8,45 +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.
 
-# Main Quickbooks landing page
-get 'qbo', :to=> 'qbo#index'
-
 #authentication
-get 'qbo/authenticate', :to => 'qbo#authenticate'
-get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
+get 'qbo/authenticate', to: 'qbo#authenticate'
+get 'qbo/oauth_callback', to: 'qbo#oauth_callback'
 
 #manual sync
-get 'qbo/sync', :to => 'qbo#sync'
-
-# Estimate & Invoice PDF
-get 'qbo/estimate/:id', :to => 'estimate#show', as: :estimate
-get 'qbo/estimate/doc/:id', :to => 'estimate#doc', as: :estimate_doc
-get 'qbo/invoice/:id', :to => 'invoice#show', as: :invoice
-
-#manual billing
-get 'qbo/bill/:id', :to => 'qbo#bill', as: :bill
-
-#customer issue view
-get 'customers/view/:token', :to => 'customers#view', as: :view
-
-#payments
-resources :payments
+get 'qbo/sync', to: 'qbo#sync'
 
 #webhook
-post 'qbo/webhook', :to => 'qbo#qbo_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_vehicles_by_customer' => 'customers#filter_vehicles_by_customer'
 get 'filter_estimates_by_customer' => 'customers#filter_estimates_by_customer'
 get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer'
 
-# Nest Vehicles under customers
 resources :customers do
-  resources :vehicles
-  get :autocomplete_customer_name, :on => :collection
+  get :autocomplete_customer_name, on: :collection
 end
-
-#allow for just vehicles too
-resources :vehicles
-
-#resources :qbo_estimates

db/migrate/001_create_qbos.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/002_create_qbo_customers.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -11,7 +11,7 @@
 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) 2022 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:
 #

db/migrate/004_create_qbo_items.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -11,7 +11,7 @@
 class CreateQboItems < ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_items, id: false do |t|
-      t.integer :id, :options => 'PRIMARY KEY'
+      t.integer :id, options: 'PRIMARY KEY'
       t.string :name
     end
   end

db/migrate/005_create_qbo_employees.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -11,7 +11,7 @@
 class CreateQboEmployees < ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_employees, id: false do |t|
-      t.integer :id, :options => 'PRIMARY KEY'
+      t.integer :id, options: 'PRIMARY KEY'
       t.string :name
     end
   end

db/migrate/006_update_users.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/007_update_time_entries.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -10,6 +10,6 @@
 
 class UpdateTimeEntries < ActiveRecord::Migration[5.1]
   def change
-    add_column :time_entries, :qbo_billed, :boolean, :default => false
+    add_column :time_entries, :qbo_billed, :boolean, default: false
   end
 end

db/migrate/008_create_qbo_estimates.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -11,7 +11,7 @@
 class CreateQboEstimates < ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_estimates, id: false do |t|
-      t.integer :id, :options => 'PRIMARY KEY'
+      t.integer :id, options: 'PRIMARY KEY'
       t.string :doc_number
     end
   end

db/migrate/009_update_qbos.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/010_update_issues_with_estimates.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/011_create_qbo_invoices.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -11,7 +11,7 @@
 class CreateQboInvoices < ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_invoices, id: false do |t|
-      t.integer :id, :options => 'PRIMARY KEY'
+      t.integer :id, options: 'PRIMARY KEY'
       t.string :doc_number
     end
   end

db/migrate/012_update_issues_with_invoices.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/013_create_qbo_purchases.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -11,7 +11,7 @@
 class CreateQboPurchases< ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_purchases, id: false do |t| 
-      t.integer :id, :options => 'PRIMARY KEY' 
+      t.integer :id, options: 'PRIMARY KEY' 
       t.integer :line_id
       t.string :description
       t.integer :customer_id

db/migrate/014_update_customers.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/015_update_qbo_purchases.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/016_create_vehicles.rb

@@ -1,24 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2022 rick barrette
-#
-#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
-#
-#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
-#
-#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
-
-class CreateVehicles < ActiveRecord::Migration[5.1]
-  
-  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
-  end
-end

db/migrate/019_qbocustomers_to_customers.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -12,6 +12,5 @@ class QbocustomersToCustomers< ActiveRecord::Migration[5.1]
   def change
     rename_table :qbo_customers, :customers
     rename_column :issues, :qbo_customer_id, :customer_id
-    rename_column :vehicles, :qbo_customer_id, :customer_id
   end 
 end

db/migrate/020_update_qbos_time_stamp.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/021_add_issues_qbo_invoices.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -10,12 +10,12 @@
 
 class AddIssuesQboInvoices < ActiveRecord::Migration[5.1]
   def self.up
-    create_table :issues_qbo_invoices, :id => false do |t|
+    create_table :issues_qbo_invoices, id: false do |t|
       t.references :issue
       t.references :qbo_invoice
     end
     
-    add_index :issues_qbo_invoices, [:issue_id, :qbo_invoice_id], :unique => true
+    add_index :issues_qbo_invoices, [:issue_id, :qbo_invoice_id], unique: true
     
     # Now populate it with a SQL one-liner!
     execute "insert into issues_qbo_invoices(issue_id, qbo_invoice_id) select id, qbo_invoice_id from issues"

db/migrate/022_update_issues_remove_invoice.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/023_create_customer_tokens.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/024_update_invoices_and_estimates.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/025_update_projects.rb

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

db/migrate/026_create_line_items.rb

@@ -1,6 +1,6 @@
 #The License
 #
-#Copyright (c) 2022 Rick Barrette - All Rights Reserved
+#Copyright (c) 2016 - 2026 Rick Barrette - All Rights Reserved
 # 
 #Unauthorized copying of this software and associated documentation files (the "Software"), via any medium is strictly prohibited.
 #

db/migrate/027_add_customers_phone_number.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/028_add_customers_mobile_phone_number.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/029_update_qbos_types.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/030_update_qbos_token.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/031_remove_qbos_keys.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/032_add_txn_dates.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -9,35 +9,46 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class AddTxnDates < ActiveRecord::Migration[5.1]
+
   def change
-    add_column :qbo_invoices, :txn_date, :date
-    add_column :qbo_estimates, :txn_date, :date
+    begin
+      add_column :qbo_invoices, :txn_date, :date
+      add_column :qbo_estimates, :txn_date, :date
 
-    reversible do |direction|
-      direction.up {
-        break unless Qbo.first
+      reversible do |direction|
+        direction.up {
+          break unless Qbo.first
 
-        QboEstimate.reset_column_information
-        QboInvoice.reset_column_information
+          QboEstimate.reset_column_information
+          QboInvoice.reset_column_information
 
-        say "Sync Estimates"
+          say "Sync Estimates"
 
-        QboEstimate.sync
+          QboEstimate.sync
 
-        say "Sync Invoices"
+          say "Sync Invoices"
 
-        invoices = QboInvoice.get_base.all
+          qbo = Qbo.first
+          invoices = qbo.perform_authenticated_request do |access_token|
+            service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+            service.all
+          end
 
-        invoices.each { |invoice|
-            # Load the invoice into the database
-            qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
-            qbo_invoice.doc_number = invoice.doc_number
-            qbo_invoice.id = invoice.id
-            qbo_invoice.customer_id = invoice.customer_ref
-            qbo_invoice.txn_date = invoice.txn_date
-            qbo_invoice.save!
+          return unless invoices
+
+          invoices.each { |invoice|
+              # Load the invoice into the database
+              qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
+              qbo_invoice.doc_number = invoice.doc_number
+              qbo_invoice.id = invoice.id
+              qbo_invoice.customer_id = invoice.customer_ref
+              qbo_invoice.txn_date = invoice.txn_date
+              qbo_invoice.save!
+          }
         }
-      }
+      end
+    rescue
+      logger.error "AddTxnDates Failed"
     end
   end
 

db/migrate/034_remove_qbo_items.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/035_drop_qbo_prefix.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,8 +8,15 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION 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 UpdateVehicles < ActiveRecord::Migration[5.1]
+class DropQboPrefix < ActiveRecord::Migration[5.1]
   def change
-    add_column :vehicles, :name, :text
-  end
+    rename_table :qbo_invoices, :invoices
+    rename_table :qbo_estimates, :estimates
+    rename_table :qbo_employees, :employees
+    rename_table :issues_qbo_invoices, :invoices_issues
+    
+    rename_column :issues, :qbo_estimate_id, :estimate_id
+    rename_column :users, :qbo_employee_id, :employee_id
+    rename_column :invoices_issues, :qbo_invoice_id, :invoice_id
+  end 
 end

db/migrate/036_remove_qbo_time_entries.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2016 - 2026 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -8,8 +8,8 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
-class UpdateIssuesWithVehicles < ActiveRecord::Migration[5.1]
+class RemoveQboTimeEntries < ActiveRecord::Migration[5.1]
   def change
-    add_reference :issues, :vehicles, index: true
+    rename_column :time_entries, :qbo_billed, :billed
   end
 end