2026.2.13

app/controllers/customers_controller.rb

@@ -30,8 +30,6 @@ class CustomersController < ApplicationController
   before_action :view_customer, except: [:new, :view]
   skip_before_action :verify_authenticity_token, :check_if_login_required, only: [:view]
 
-  default_search_scope :names
-
   autocomplete :customer, :name, full: true, extra_data: [:id]
 
   def allowed_params

app/models/customer.rb

@@ -18,11 +18,6 @@ class Customer < ActiveRecord::Base
   
   self.primary_key = :id
   
-  # returns a human readable string
-  def to_s
-    return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
-  end
-  
   # Convenience Method
   # returns the customer's email
   def email
@@ -41,6 +36,27 @@ class Customer < ActiveRecord::Base
     @details.email_address = s
   end
   
+  # Redmine Search Event Interface
+  def event_type
+    :customer
+  end
+
+  def event_title
+    to_s
+  end
+
+  def event_description
+    "#{I18n.t :label_primary_phone}: #{primary_phone} #{I18n.t:label_mobile_phone}: #{mobile_phone}"
+  end
+
+  def event_url
+    Rails.application.routes.url_helpers.customer_path(self)
+  end
+
+  def event_datetime
+    updated_at || created_at
+  end
+
   # Convenience Method
   # returns the customer's primary phone
   def primary_phone
@@ -62,7 +78,12 @@ class Customer < ActiveRecord::Base
     #update our locally stored number too
     update_phone_number
   end
-  
+
+  # Customers are not bound by a project.
+  def project
+    nil
+  end
+
   # Convenience Method
   # returns the customer's mobile phone
   def mobile_phone
@@ -169,9 +190,45 @@ class Customer < ActiveRecord::Base
   
   # Searchs the database for a customer by name or phone number with out special chars
   def self.search(search)
+    search = sanitize_sql_like(search)
     customers = where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
     return customers.order(:name)
   end
+
+  def self.searchable_columns
+    ['name', 'phone_number', 'mobile_phone_number']
+  end
+
+  def self.searchable_options
+    {
+      columns: searchable_columns,
+      scope: self.all
+    }
+  end
+
+  def self.search_results_from_ids(ids, *args)
+    return [] if ids.blank?
+
+    ids = ids.map(&:to_i)
+    records = where(id: ids).index_by(&:id)
+    ids.map { |id| records[id] }.compact
+  end
+
+  def self.search_result_ranks_and_ids(tokens, user, project = nil, options = {})
+    return {} if tokens.blank?
+
+    scope = self.all
+
+    tokens.each do |token|
+      q = "%#{sanitize_sql_like(token)}%"
+      scope = where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{q}%", "%#{q}%", "%#{q}%") 
+    end
+
+    ids = scope.distinct.limit(options[:limit] || 100).pluck(:id)
+
+    # Assign simple uniform ranking
+    ids.each_with_object({}) { |id, h| h[id] = id }
+  end
   
   # proforms a bruteforce sync operation
   # This needs to be simplified
@@ -200,25 +257,11 @@ class Customer < ActiveRecord::Base
     end
   end
   
-  # Push the updates
+  # returns a human readable string
-  def save_with_push
+  def to_s
-    begin
+    return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
-      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
-      errors.add(e.message)
-    end
-    save_without_push
   end
   
-  alias_method :save_without_push, :save
-  alias_method :save, :save_with_push
-  
   private
   
   # pull the details
@@ -234,5 +277,24 @@ class Customer < ActiveRecord::Base
       @details = Quickbooks::Model::Customer.new
     end
   end
+
+  # Push the updates
+  def save_with_push
+    begin
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
+        service.update(@details)
+      end
+      #raise "QBO Fault" if @details.fault?
+      self.id = @details.id
+    rescue Exception => e
+      errors.add(e.message)
+    end
+    save_without_push
+  end
+
+  alias_method :save_without_push, :save
+  alias_method :save, :save_with_push
   
 end

app/views/customers/_search.html.erb

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

app/views/estimates/_search.html.erb

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

db/migrate/038_add_customers_timestamp.rb

@@ -0,0 +1,15 @@
+#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 AddCustomersTimestamp < ActiveRecord::Migration[5.1]
+  def change
+    add_timestamps(:customers, null: true)
+  end
+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 '2026.2.10'
+  version '2026.2.13'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings default: {empty: true}, partial: 'qbo/settings'
@@ -37,6 +37,10 @@ Redmine::Plugin.register :redmine_qbo do
   # Register top menu items
   menu :top_menu, :customers, { controller: :customers, action: :index }, caption: :label_customers, if: Proc.new {User.current.logged?}
     
+  Redmine::Search.map do |search|
+    search.register :customers
+  end
+
 end
 
 # Dynamically load all Hooks & Patches recursively

lib/redmine_qbo/patches/issue_patch.rb

@@ -43,14 +43,18 @@ module RedmineQbo
         
         # Create billable time entries
         def bill_time
-          logger.debug "QBO: Billing time for issue ##{id}"
+          logger.debug "QBO: Billing time for issue ##{self.id}"
-          return false if assigned_to.nil?
+          logger.debug "Issue is closed? #{self.closed?}"
+          
+          return false if self.assigned_to.nil?
           return false unless Qbo.first 
-          return false unless customer 
+          return false unless self.customer 
 
           Thread.new do
-            spent_time = time_entries.where(billed: [false, nil])
+            spent_time = self.time_entries.where(billed: [false, nil])
             spent_hours ||= spent_time.sum(:hours) || 0
+
+            logger.debug "Issue has spent hours: #{spent_hours}"
             
             if spent_hours > 0 then
               
@@ -73,20 +77,23 @@ module RedmineQbo
                 
                 # Now letes upload our totals for each activity as their own billable time entry
                 h.each do |key, val|
-                  
+                  logger.debug "Processing activity '#{key}' with #{val.to_i} hours for issue ##{self.id}"
+
                   # Convert float spent time to hours and minutes
                   hours = val.to_i
                   minutesDecimal = (( val - hours) * 60)
                   minutes = minutesDecimal.to_i
 
+                  logger.debug "Converted #{val.to_i} hours to #{hours} hours and #{minutes} minutes"
+
                   # 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.description = "#{self.tracker} ##{self.id}: #{self.subject} #{"(Partial @ #{self.done_ratio}%)" unless self.closed?}"
-                  time_entry.employee_id = assigned_to.employee_id 
+                  time_entry.employee_id = self.assigned_to.employee_id 
-                  time_entry.customer_id = customer_id
+                  time_entry.customer_id = self.customer_id
                   time_entry.billable_status = "Billable"
                   time_entry.hours = hours
                   time_entry.minutes = minutes