2.1.1 Force Estimate sync by Doc Number when searching

LICENSE

@@ -1,6 +1,6 @@
 The MIT License (MIT)
 
-Copyright (c) 2016 - 2023 Rick Barrette
+Copyright (c) 2016 - 2024 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

app/controllers/customers_controller.rb

@@ -142,7 +142,7 @@ class CustomersController < ApplicationController
   def share
 
     Thread.new do
-      logger.debug "Removing expired customer tokens"
+      logger.info "Removing expired customer tokens"
       CustomerToken.remove_expired_tokens
       ActiveRecord::Base.connection.close
     end

app/controllers/estimate_controller.rb

@@ -16,6 +16,12 @@ class EstimateController < ApplicationController
   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
+    begin
+      Estimate.sync_by_doc_number(params[:search]) if params[:search]
+    rescue
+      logger.info "Estimate.find_by_doc_number failed"
+    end
     estimate = Estimate.find_by_id(params[:id]) if params[:id]
     estimate = Estimate.find_by_doc_number(params[:search]) if params[:search]
     return estimate

app/controllers/invoice_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2023 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -20,10 +20,13 @@ class InvoiceController < ApplicationController
   #
   def show
     begin
-      base = Invoice.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"
+      qbo = Qbo.first
+        qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+        invoice = service.fetch_by_id(params[:id])
+        @pdf = service.pdf(invoice)
+        send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+      end
     rescue
       redirect_to :back, :flash => { :error => "Invoice not found" }
     end

app/controllers/qbo_controller.rb

@@ -26,9 +26,10 @@ class QboController < ApplicationController
   # Called when the user requests that Redmine to connect to QBO
   #
   def authenticate
+    redirect_uri = "https://" + Setting.host_name + qbo_oauth_callback_path
+    logger.info "redirect_uri: " + redirect_uri
     oauth2_client = Qbo.construct_oauth2_client
-    callback = Setting.host_name + "/qbo/oauth_callback/" 
-    grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: callback, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
+    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
   
@@ -39,7 +40,7 @@ class QboController < ApplicationController
     if params[:state].present?
       oauth2_client = Qbo.construct_oauth2_client
       # use the state value to retrieve from your backend any information you need to identify the customer in your system
-      redirect_uri = Setting.host_name + "/qbo/oauth_callback/"
+      redirect_uri = "https://" + 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
@@ -96,7 +97,7 @@ class QboController < ApplicationController
         id = entity['id'].to_i
         name = entity['name']
        
-        logger.debug "Casting #{name.constantize} to obj"
+        logger.info "Casting #{name.constantize} to obj"
 
         # Magicly initialize the correct class
         obj = name.constantize
@@ -123,7 +124,7 @@ class QboController < ApplicationController
       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

app/controllers/vehicles_controller.rb

@@ -84,7 +84,7 @@ class VehiclesController < ApplicationController
     @customer = params[:customer]
     begin
       @vehicle = Vehicle.find_by_id(params[:id])
-      if @vehicle.update_attributes(allowed_params)
+      if @vehicle.update(allowed_params)
         flash[:notice] = "Vehicle updated"
         redirect_to @vehicle
       else

app/models/customer.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2023 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -142,27 +142,26 @@ class Customer < ActiveRecord::Base
   # 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
+    
+    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
+        #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
+        #end
       else
         if not c.new_record?
           customer.delete
@@ -180,16 +179,23 @@ 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)
-    customer = Customer.find_or_create_by(id: customer.id)
-    if customer.active?
-      if not customer.name.eql? customer.display_name
-        customer.name = customer.display_name
-        customer.id = customer.id
+    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
+      #end
     else
       if not customer.new_record?
         customer.delete
@@ -200,7 +206,11 @@ 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
@@ -218,7 +228,11 @@ 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/employee.rb

@@ -13,12 +13,14 @@ class Employee < ActiveRecord::Base
   has_many :users
   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
@@ -33,7 +35,13 @@ class Employee < ActiveRecord::Base
   end
 
   def self.sync_by_id(id)
-    employee = get_base.fetch_by_id(id)
+    qbo = Qbo.first
+    employee = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.fetch_by_id(id)
+    end
+
+    return unless employee
     employee = find_or_create_by(id: employee.id)
     employee.name = employee.display_name
     employee.id = employee.id

app/models/estimate.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2023 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -16,15 +16,17 @@ class Estimate < ActiveRecord::Base
   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
+    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)
     }
@@ -35,18 +37,39 @@ class Estimate < ActiveRecord::Base
   
   # sync only one estimate
   def self.sync_by_id(id)
-    logger.debug "Syncing estimate #{id}"
-    process_estimate(get_base.fetch_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)
     # Update the item table
-    estimate = get_base.fetch_by_id(id)
-    estimate = find_or_create_by(id: id)
-    estimate.doc_number = estimate.doc_number
-    estimate.txn_date = estimate.txn_date
-    estimate.save!
+    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
@@ -62,9 +85,12 @@ class Estimate < ActiveRecord::Base
 
   # download the pdf from quickbooks
   def pdf
-    base = Estimate.get_base
-    estimate = base.fetch_by_id(id)
-    return base.pdf(estimate)
+    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
@@ -91,7 +117,11 @@ class Estimate < ActiveRecord::Base
   def pull
     begin
       raise Exception unless self.id
-      @details = Qbo.get_base(:estimate).fetch_by_id(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

app/models/invoice.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2023 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -15,14 +15,9 @@ class Invoice < ActiveRecord::Base
   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"
+    logger.info "Syncing all invoices"
     last = Qbo.first.last_sync
 
     query = "SELECT Id, DocNumber FROM Invoice"
@@ -30,11 +25,13 @@ class Invoice < ActiveRecord::Base
   
     # 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()
+    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
@@ -43,9 +40,13 @@ class Invoice < ActiveRecord::Base
   
   #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
+    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
@@ -57,7 +58,7 @@ class Invoice < ActiveRecord::Base
     # 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}"
+    logger.info "Attaching invoice #{invoice.id} to issue #{issue.id}"
     
     invoice = Invoice.find_or_create_by(id: invoice.id)
 
@@ -104,7 +105,7 @@ class Invoice < ActiveRecord::Base
   # 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"
+    logger.info "Comparing custom fields"
     # TODO break if Invoice.find(invoice.id).cf_sync_confict
     is_changed = false
     
@@ -119,12 +120,12 @@ class Invoice < ActiveRecord::Base
           # 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"
+            logger.info " 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"
+              logger.info "VIN has changed"
               is_changed = true
             end
 
@@ -154,8 +155,12 @@ class Invoice < ActiveRecord::Base
 
     # Push updates
     begin
-      logger.debug "Trying to update invoice"
-      get_base.update(invoice) if is_changed
+      logger.info "Trying to update invoice"
+      qbo = Qbo.first
+      qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+        service.update(invoice) if is_changed
+      end
     rescue
       # Do nothing, probaly custome field sync confict on the invoice. 
       # This is a problem with how it's billed
@@ -187,7 +192,11 @@ class Invoice < ActiveRecord::Base
   def pull
     begin
       raise Exception unless self.id
-      @details = Qbo.get_base(:invoice).fetch_by_id(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

app/models/qbo.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2023 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -12,34 +12,6 @@ class Qbo < ActiveRecord::Base
   unloadable
     
   include QuickbooksOauth
-
-  # 
-  # Get a quickbooks base service object for type
-  # @params type of base
-  #
-  def self.get_base(type)
-    qbo = self.first
-
-    qbo.perform_authenticated_request do |access_token|   
-      # build the reqiested service
-      case type
-        when :time_activity
-          return Quickbooks::Service::TimeActivity.new(:company_id => qbo.realm_id, :access_token => access_token)
-        when :customer
-          return Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
-        when :invoice
-          return Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
-        when :estimate
-          return Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
-        when :employee
-          return Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
-        when :item
-          return Quickbooks::Service::Item.new(:company_id => qbo.realm_id, :access_token => access_token)
-      else
-        return nil
-      end
-    end
-  end
   
   # Updates last sync time stamp
   def self.update_time_stamp

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>

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://app.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
   <div class="issue">
 
     <div class="splitcontent">

app/views/qbo/_settings.html.erb

@@ -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 >

app/views/qbo/webhook.erb

@@ -0,0 +1,13 @@
+<!--
+The MIT License (MIT)
+
+Copyright (c) 2024 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.
+-->
+
+<h2>QboController#webhook</h2>

config/locales/en.yml

@@ -88,4 +88,5 @@ en:
   label_qbo_sync_success: "Successfully synced to Quickbooks"
   label_hours: "Hours"
   label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
+  label_name: "Name"
   

db/migrate/032_add_txn_dates.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2023 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -26,7 +26,13 @@ class AddTxnDates < ActiveRecord::Migration[5.1]
 
         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
+
+        return unless invoices
 
         invoices.each { |invoice|
             # Load the invoice into the database

init.rb

@@ -22,7 +22,7 @@ Redmine::Plugin.register :redmine_qbo do
   name 'Redmine Quickbooks Online plugin'
   author 'Rick Barrette'
   description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
-  version '2.0.1'
+  version '2.1.1'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings :default => {'empty' => true}, :partial => 'qbo/settings'

lib/issue_patch.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2023 rick barrette
 #
 #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 #
@@ -52,46 +52,49 @@ module IssuePatch
       if spent_hours > 0 then
         
         # Prepare to create a new Time Activity
-        time_service = Qbo.get_base(:time_activity)
-        item_service = Qbo.get_base(:item)
-        time_entry = Quickbooks::Model::TimeActivity.new
+        qbo = Qbo.first
+        qbo.perform_authenticated_request do |access_token|
+          time_service = Quickbooks::Service::TimeActivity.new(:company_id => qbo.realm_id, :access_token => access_token)
+          item_service = Quickbooks::Service::Item.new(:company_id => qbo.realm_id, :access_token => access_token)
+          time_entry = Quickbooks::Model::TimeActivity.new
   
-        # Lets total up each activity before billing.
-        # This will simpify the invoicing with a single billable time entry per time activity
-        h = Hash.new(0)
-        spent_time.each do |entry|
-          h[entry.activity.name] += entry.hours
-          # update time entries billed status
-          entry.billed = true
-          entry.save
-        end
-        
-        # Now letes upload our totals for each activity as their own billable time entry
-        h.each do |key, val|
+          # Lets total up each activity before billing.
+          # This will simpify the invoicing with a single billable time entry per time activity
+          h = Hash.new(0)
+          spent_time.each do |entry|
+            h[entry.activity.name] += entry.hours
+            # update time entries billed status
+            entry.billed = true
+            entry.save
+          end
           
-          # Convert float spent time to hours and minutes
-          hours = val.to_i
-          minutesDecimal = (( val - hours) * 60)
-          minutes = minutesDecimal.to_i
+          # Now letes upload our totals for each activity as their own billable time entry
+          h.each do |key, val|
+            
+            # Convert float spent time to hours and minutes
+            hours = val.to_i
+            minutesDecimal = (( val - hours) * 60)
+            minutes = minutesDecimal.to_i
 
-          # Lets match the activity to an qbo item
-          item = item_service.query("SELECT * FROM Item WHERE Name = '#{key}' ").first
-          next if item.nil?
-          
-          # Create the new billable time entry and upload it
-          time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}"
-          time_entry.employee_id = assigned_to.employee_id 
-          time_entry.customer_id = customer_id
-          time_entry.billable_status = "Billable"
-          time_entry.hours = hours
-          time_entry.minutes = minutes
-          time_entry.name_of = "Employee"
-          time_entry.txn_date = Date.today
-          time_entry.hourly_rate = item.unit_price
-          time_entry.item_id = item.id 
-          time_entry.start_time = start_date
-          time_entry.end_time = Time.now
-          time_service.create(time_entry)
+            # Lets match the activity to an qbo item
+            item = item_service.query("SELECT * FROM Item WHERE Name = '#{key}' ").first
+            next if item.nil?
+            
+            # Create the new billable time entry and upload it
+            time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}"
+            time_entry.employee_id = assigned_to.employee_id 
+            time_entry.customer_id = customer_id
+            time_entry.billable_status = "Billable"
+            time_entry.hours = hours
+            time_entry.minutes = minutes
+            time_entry.name_of = "Employee"
+            time_entry.txn_date = Date.today
+            time_entry.hourly_rate = item.unit_price
+            time_entry.item_id = item.id 
+            time_entry.start_time = start_date
+            time_entry.end_time = Time.now
+            time_service.create(time_entry)
+          end
         end
       end
     end