2026.2.9

app/controllers/estimate_controller.rb

@@ -15,18 +15,31 @@ class EstimateController < ApplicationController
   skip_before_action :verify_authenticity_token, :check_if_login_required, unless: proc {|c| session[:token].nil? }
 
   def get_estimate
+
+    e = Estimate.find_by_doc_number(params[:search]) if params[:search]
+    e = Estimate.find_by_id(params[:id]) if params[:id]
+
     # Force sync for estimate by doc number if not found
-    if  Estimate.find_by_doc_number(params[:search]).nil?
+    if  e.nil? && params[:search]
       begin
-        Estimate.sync_by_doc_number(params[:search]) if params[:search]
+        Estimate.sync_by_doc_number(params[:search])
+        e = Estimate.find_by_doc_number(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
+    # Force sync for estimate by id if not found
+    if  e.nil? && params[:id]
+      begin
+        Estimate.sync_by_id(params[:id])
+        e = Estimate.find_by_id(params[:id])
+      rescue
+        logger.info "Estimate.find_by_id failed"
+      end
+    end
+
+    return e
   end
   
   #

init.rb

@@ -14,7 +14,7 @@ Redmine::Plugin.register :redmine_qbo do
   name 'Redmine QBO plugin'
   author 'Rick Barrette'
   description 'A pluging for Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed'
-  version '2026.2.7'
+  version '2026.2.9'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings default: {empty: true}, partial: 'qbo/settings'

lib/redmine_qbo/patches/issue_patch.rb

@@ -25,7 +25,7 @@ module RedmineQbo
 
         # Same as typing in the class 
         base.class_eval do
-          belongs_to :customer, primary_key: :id
+          belongs_to :customer, class_name: 'Customer', foreign_key: :customer_id, optional: true
           belongs_to :customer_token, primary_key: :id
           belongs_to :estimate, primary_key: :id
           has_and_belongs_to_many :invoices

lib/redmine_qbo/patches/query_patch.rb

@@ -14,6 +14,15 @@ module RedmineQbo
   module Patches
     module QueryPatch
 
+      def base_scope
+        scope = super
+        if filters['customer_name'].present?
+          scope = scope.left_outer_joins(:customer)
+        end
+        scope
+      end
+
+      
       # Add qbo options to the aviable columns
       def available_columns
         unless @available_columns
@@ -26,10 +35,27 @@ module RedmineQbo
       
       # Add customers to filters
       def initialize_available_filters
-        #add_available_filter "customer", type: :text
+        #add_available_filter "customer_id", type: :list, name: l(:field_customer), :values => lambda {Customer.pluck(:name, :id).map {|name, id| [name, id.to_s]}}
+        add_available_filter( 'customer_name', type: :text, name: l(:field_customer))
         super
       end
 
+      def sql_for_customer_name_field(field, operator, value)
+        pattern = "%#{value.first}%"
+
+        sql = case operator
+              when '~'
+                "#{Customer.table_name}.name LIKE ?"
+              when '!~'
+                "#{Customer.table_name}.name NOT LIKE ?"
+              else
+                return nil
+              end
+
+        Issue.joins(:customer).sanitize_sql_for_conditions([sql, pattern])
+      end
+
+
     end
 
     # Add module to Issue