2026.3.0

Updated to use active jobs & services for all background work

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
@@ -53,7 +51,7 @@ class CustomersController < ApplicationController
   # display a list of all customers
   def index
     if params[:search]
-      @customers = Customer.search(params[:search]).paginate(page: params[:page])
+      @customers = Customer.search(params[:search]).order(:name).paginate(page: params[:page])
       if only_one_non_zero?(@customers)
         redirect_to @customers.first
       end
@@ -122,52 +120,46 @@ class CustomersController < ApplicationController
     end
   end
 
-  # delete a customer
-  def destroy
-    begin
-      Customer.find_by_id(params[:id]).destroy
-      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
+    issue = Issue.find(params[:id])
 
-    Thread.new do
-      logger.info "Removing expired customer tokens"
-      CustomerToken.remove_expired_tokens
-      ActiveRecord::Base.connection.close
-    end
+    token = issue.share_token
+    redirect_to view_path(token.token)
 
-    begin
-      issue = Issue.find_by_id(params[:id])
-      redirect_to view_path issue.share_token.token
-    rescue
-      flash[:error] = t :notice_issue_not_found
+  rescue ActiveRecord::RecordNotFound
+    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.anonymous
 
-    User.current = User.find_by lastname: 'Anonymous'
+    # Load only active, non-expired token
+    @token = CustomerToken.active.find_by(token: params[:token])
+    return render_403 unless @token
 
-    @token = CustomerToken.find_by token: params[:token]
-    begin
-      @token.destroy if @token.expired?
-      raise "Token Expired" if @token.destroyed
+    # Load associated issue
+    @issue = @token.issue
+    return render_403 unless @issue
 
+    # Optional: enforce token belongs to the issue's customer
+    return render_403 unless @issue.customer_id == @token.issue.customer_id
+
+    # Store token in session for subsequent requests if needed
     session[:token] = @token.token
-      @issue = Issue.find @token.issue_id
-      @journals = @issue.journals.
-        preload(:details).
-        preload(user: :email_address).
-        reorder(:created_on, :id).to_a
+
+    load_issue_data
+  rescue ActiveRecord::RecordNotFound
+    render_403
+  end
+
+  private
+
+  def load_issue_data
+    @journals = @issue.journals.preload(:details).preload(user: :email_address).reorder(:created_on, :id).to_a
+
     @journals.each_with_index { |j, i| j.indice = i + 1 }
     @journals.reject!(&:private_notes?) unless User.current.allowed_to?(:view_private_notes, @issue.project)
     Journal.preload_journals_details_custom_fields(@journals)
@@ -177,18 +169,12 @@ class CustomersController < ApplicationController
     @changesets = @issue.changesets.visible.preload(:repository, :user).to_a
     @changesets.reverse! if User.current.wants_comments_in_reverse_order?
 
-      @relations = @issue.relations.select {|r| r.other_issue(@issue) && r.other_issue(@issue).visible? }
+    @relations = @issue.relations.select { |r| r.other_issue(@issue)&.visible? }
     @allowed_statuses = @issue.new_statuses_allowed_to(User.current)
     @priorities = IssuePriority.active
     @time_entry = TimeEntry.new(issue: @issue, project: @issue.project)
     @relation   = IssueRelation.new
-    rescue
-      flash[:error] = t :notice_forbidden
-      render_403
   end
-  end
-
-  private
 
   # redmine permission - add customers
   def add_customer
@@ -216,15 +202,28 @@ class CustomersController < ApplicationController
   # format a quickbooks address to a human readable string
   def address_to_s(address)
     return if address.nil?
-    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 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
+
+    lines = [
+      address.line1,
+      address.line2,
+      address.line3,
+      address.line4,
+      address.line5
+    ].compact_blank
+
+    city_line = [
+      address.city,
+      address.country_sub_division_code,
+      address.postal_code
+    ].compact_blank.join(" ")
+
+    lines << city_line unless city_line.blank?
+
+    lines.join("\n")
+  end
+
+  def log(msg)
+    Rails.logger.info "[CustomersController] #{msg}"
   end
 
 end

app/controllers/estimate_controller.rb

@@ -8,64 +8,72 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 class EstimateController < ApplicationController
-  
   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? }
+  before_action :require_user, unless: -> { session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: -> { session[:token].nil? }
+  before_action :load_estimate, only: [:show, :doc]
   
-  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  e.nil? && params[:search]
-      begin
-        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
-
-    # 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
-  
-  #
-  # Downloads and forwards the estimate pdf
-  #
-  def show
-    estimate = get_estimate
-
-    begin
-      send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", disposition: :inline, type: "application/pdf"
-    rescue
-      redirect_to :back, flash: { error: I18n.t(:notice_estimate_not_found) }
-    end
-  end
-
-  #
-  # Downloads estimate by document number
-  #
+  # Displays the estimate PDF in the browser or redirects with an error if not found.
   def doc
-    estimate = get_estimate
+    render_pdf(@estimate)
+  end
 
-    begin
-      send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", disposition: :inline, type: "application/pdf"
-    rescue
-      redirect_to :back, flash: { error: I18n.t(:notice_estimate_not_found) }
+  # Displays the estimate PDF in the browser or redirects with an error if not found.
+  def show
+    render_pdf(@estimate)
+  end
+
+  private
+
+  # Loads the estimate based on ID or doc number, with a fallback to sync if not found locally.
+  def load_estimate
+    log "Attempting to load Estimate with params: #{params.inspect}"
+    @estimate = find_estimate || sync_and_find_estimate
+
+    unless @estimate
+      redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_estimate_not_found) }
     end
   end
 
+  # Attempts to find the estimate locally by ID or doc number.
+  def find_estimate
+    return Estimate.find_by(doc_number: params[:search]) if params[:search].present?
+    return Estimate.find_by(id: params[:id]) if params[:id].present?
+  end
+
+  # If the estimate is not found locally, attempts to sync it from the source and find it again.
+  def sync_and_find_estimate
+
+    if params[:search].present?
+      log "Estimate #{params[:search]} not found locally. Syncing by doc number."
+      Estimate.sync_by_doc_number(params[:search])
+      return Estimate.find_by(doc_number: params[:search])
+    end
+
+    if params[:id].present?
+      log "Estimate #{params[:id]} not found locally. Syncing by ID."
+      Estimate.sync_by_id(params[:id])
+      return Estimate.find_by(id: params[:id])
+    end
+
+    nil
+  rescue StandardError => e
+    log "Estimate sync failed: #{e.message}"
+    nil
+  end
+
+  # Renders the estimate PDF or redirects with an error if rendering fails.
+  def render_pdf(estimate)
+    pdf, ref = EstimatePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: [estimate.id])
+    send_data( pdf, filename: "estimate #{ref}.pdf", disposition: :inline, type: "application/pdf" )
+  rescue StandardError => e
+    log "PDF render failed for Estimate #{estimate&.id}: #{e.message}"
+    redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_estimate_not_found) }
+  end
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[EstimateController] #{msg}"
+  end
 end

app/controllers/invoice_controller.rb

@@ -8,47 +8,29 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 class InvoiceController < ApplicationController
-  
   include AuthHelper
-  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? }
+  before_action :require_user, unless: -> { session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: -> { session[:token].nil? }
 
-  #
-  # Downloads and forwards the invoice pdf
-  #
+  # Displays the invoice PDF in the browser or redirects with an error if not found.
   def show
-    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)
+    log "Processing request for #{request.original_url}"
 
-        # 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
+    invoice_ids = Array(params[:invoice_ids] || params[:id])
+    pdf, ref = InvoicePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: invoice_ids)
+
+    send_data pdf, filename: "invoice #{ref}.pdf", disposition: :inline, type: "application/pdf"
+
+  rescue StandardError => e
+    log "Invoice PDF failure: #{e.message}"
+    redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_invoice_not_found) }
   end
 
-        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
+  private
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[InvoiceController] #{msg}"
   end
 end

app/controllers/qbo_controller.rb

@@ -9,154 +9,68 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class QboController < ApplicationController
-  
-  require 'openssl'
-  
   include AuthHelper
 
   before_action :require_user, except: :webhook
-  skip_before_action :verify_authenticity_token, :check_if_login_required, only: [: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 user requests that Redmine to connect to QBO
-  #
+  # Initiates the OAuth authentication process by redirecting the user to the QuickBooks authorization URL. The callback URL is generated based on the application's settings and routes.
   def authenticate
-    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
+    redirect_to QboOauthService.authorization_url(callback_url: callback_url)
   end
 
-  #
-  # Called by QBO after authentication has been processed
-  #
+  # Handles the OAuth callback from QuickBooks. Exchanges the authorization code for access and refresh tokens, saves the connection details, and redirects to the sync page with a success notice. If any error occurs during the process, logs the error and redirects back to the plugin settings page with an error message.
   def oauth_callback
-    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.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
-      if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
+    QboOauthService.exchange!(code: params[:code], callback_url: callback_url, realm_id: params[:realmId])
 
-        # Remove the last authentication information
-        Qbo.delete_all
-        
-        # Save the authentication information 
-        qbo = Qbo.new
-        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: I18n.t(:label_connected) }
-        else
+
+  rescue StandardError => e
+    log "OAuth failure: #{e.message}"
     redirect_to plugin_settings_path(:redmine_qbo), flash: { error: I18n.t(:label_error) }
   end
 
-      end
-    end
-  end
-  
-  # Manual Billing
+  # Manual billing endpoint to trigger the billing process for a specific issue. Validates the issue and its associations, enqueues a job to bill the issue's time entries, and redirects back to the issue with a notice. If validation fails, redirects back with an error message.
   def bill
-    i = Issue.find_by_id params[:id]
-    if i.customer
-      billed = i.bill_time
+    issue = Issue.find_by(id: params[:id])
+    raise I18n.t(:notice_error_issue_not_found) unless issue
+    raise I18n.t(:notice_billing_error_no_customer) unless issue.customer
+    raise I18n.t(:notice_billing_error_no_employee) unless issue.assigned_to&.employee_id.present?
+    raise I18n.t(:notice_billing_error_no_qbo) unless Qbo.exists?
 
-      if i.bill_time
-        redirect_to i, flash: { notice: I18n.t( :label_billed_success ) + i.customer.name }
-      else
-        redirect_to i, flash: { error: I18n.t(:label_billing_error) }
-      end
-    else
-      redirect_to i, flash: { error: I18n.t(:label_billing_error_no_customer) }
-    end
+    BillIssueTimeJob.perform_later(issue.id)
+
+    redirect_to issue, flash: { notice: "#{I18n.t(:label_billing_enqueued)} #{issue.customer.name}"}
+
+  rescue StandardError => e
+    redirect_to issue || root_path, flash: { error: e.message }
   end
 
-  # Quickbooks Webhook Callback
-  def webhook
-
-    logger.info "Quickbooks is calling webhook"
-    
-    # check the payload
-    signature = request.headers['intuit-signature']
-    key = Setting.plugin_redmine_qbo['settingsWebhookToken']
-    data = request.body.read
-    hash = Base64.encode64(OpenSSL::HMAC.digest(OpenSSL::Digest::Digest.new('sha256'), key, data)).strip()
-    
-    # proceed if the request is good
-    if hash.eql? signature
-      Thread.new do
-        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']
-        
-          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
-      # The webhook doesn't require a response but let's make sure we don't send anything
-      render nothing: true, status: 200
-    else
-      render nothing: true, status: 400
-    end
-
-    logger.info "Quickbooks webhook complete"
-  end
-
-  #
-  # Synchronizes the QboCustomer table with QBO
-  #
+  # Manual sync endpoint to trigger a full synchronization of QuickBooks entities with the local database. Enqueues all relevant sync jobs and redirects to the home page with a notice that syncing has started.
   def sync
-    logger.info "Syncing EVERYTHING"
-    # Update info in background
-    Thread.new do
-      if Qbo.exists?
-        Customer.sync
-        Invoice.sync
-        Employee.sync
-        Estimate.sync
-        
-        # Record the last sync time
-        Qbo.update_time_stamp
-      end
-      ActiveRecord::Base.connection.close
-    end
-
+    QboSyncDispatcher.full_sync!
     redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
   end
+
+  # Endpoint to receive QuickBooks webhook notifications. Validates the request and processes the payload to sync relevant data to Redmine. Responds with appropriate HTTP status codes based on success or failure of processing.
+  def webhook
+    QboWebhookProcessor.process!(request: request)
+    head :ok
+
+  rescue StandardError => e
+    log "Webhook failure: #{e.message}"
+    head :unauthorized
+  end
+
+  private
+
+  # Constructs the OAuth callback URL based on the application's settings and routes. This URL is used during the OAuth flow to redirect users back to the application after authentication with QuickBooks.
+  def callback_url
+    "#{Setting.protocol}://#{Setting.host_name}#{qbo_oauth_callback_path}"
+  end
+
+  # Logs messages with a consistent prefix for easier debugging and monitoring.
+  def log(msg)
+    Rails.logger.info "[QboController] #{msg}"
+  end
 end

app/jobs/bill_issue_time_job.rb

@@ -0,0 +1,116 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class BillIssueTimeJob < ActiveJob::Base
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  # Perform billing of unbilled time entries for a given issue by creating corresponding TimeActivity records in QuickBooks Online, and then marking those entries as billed in Redmine. This job is typically triggered after an invoice is created or updated to ensure all relevant time is captured for billing.
+  def perform(issue_id)
+    issue = Issue.find(issue_id)
+
+    log "Starting billing for issue ##{issue.id}"
+
+    issue.with_lock do
+      unbilled_entries = issue.time_entries.where(billed: [false, nil]).lock
+
+      return if unbilled_entries.blank?
+
+      totals = aggregate_hours(unbilled_entries)
+      return if totals.blank?
+      log "Aggregated hours for billing: #{totals.inspect}"
+
+      qbo = QboConnectionService.current!
+      raise "No QBO configuration found" unless qbo
+
+      qbo.perform_authenticated_request do |access_token|
+        create_time_activities(issue, totals, access_token, qbo)
+      end
+
+      # Only mark billed AFTER successful QBO creation
+      unbilled_entries.update_all(billed: true)
+    end
+
+    log "Completed billing for issue ##{issue.id}"
+    Qbo.update_time_stamp
+  rescue => e
+    log "Billing failed for issue ##{issue_id} - #{e.message}"
+    raise e
+  end
+
+  private
+
+  # Aggregate time entries by activity name and sum their hours
+  def aggregate_hours(entries)
+    entries.includes(:activity)
+           .group_by { |e| e.activity&.name }
+           .transform_values { |rows| rows.sum(&:hours) }
+           .compact
+  end
+
+  # Create TimeActivity records in QBO for each activity type with the appropriate hours and link them to the issue's assigned employee and customer
+  def create_time_activities(issue, totals, access_token, qbo)
+    log "Creating TimeActivity records in QBO for issue ##{issue.id}"
+   
+    time_service = Quickbooks::Service::TimeActivity.new( company_id: qbo.realm_id,  access_token: access_token)
+    item_service = Quickbooks::Service::Item.new( company_id: qbo.realm_id, access_token: access_token )
+    
+    totals.each do |activity_name, hours_float|
+      next if activity_name.blank?
+      next if hours_float.to_f <= 0
+
+      item = find_item(item_service, activity_name)
+      next unless item
+
+      hours, minutes = convert_hours(hours_float)
+
+      time_entry = Quickbooks::Model::TimeActivity.new
+      time_entry.description     = build_description(issue)
+      time_entry.employee_id     = issue.assigned_to.employee_id
+      time_entry.customer_id     = issue.customer_id
+      time_entry.billable_status = "Billable"
+      time_entry.hours           = hours
+      time_entry.minutes         = minutes
+      time_entry.name_of         = "Employee"
+      time_entry.txn_date        = Date.today
+      time_entry.hourly_rate     = item.unit_price
+      time_entry.item_id         = item.id
+
+      log "Creating TimeActivity for #{activity_name} (#{hours}h #{minutes}m)"
+
+      time_service.create(time_entry)
+    end
+  end
+
+  # Convert a decimal hours float into separate hours and minutes components for QBO TimeActivity
+  def convert_hours(hours_float)
+    total_minutes = (hours_float.to_f * 60).round
+    hours = total_minutes / 60
+    minutes = total_minutes % 60
+    [hours, minutes]
+  end
+
+  # Build a descriptive string for the TimeActivity based on the issue's tracker, ID, subject, and completion status
+  def build_description(issue)
+    base = "#{issue.tracker} ##{issue.id}: #{issue.subject}"
+    return base if issue.closed?
+    "#{base} (Partial @ #{issue.done_ratio}%)"
+  end
+
+  # Find an item in QBO by name, escaping single quotes to prevent query issues. Returns nil if not found.
+  def find_item(item_service, name)
+    safe = name.gsub("'", "\\\\'")
+    item_service.query("SELECT * FROM Item WHERE Name = '#{safe}'").first
+  end
+
+  def log(msg)
+    Rails.logger.info "[BillIssueTimeJob] #{msg}"
+  end
+end

app/jobs/customer_sync_job.rb

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

app/jobs/employee_sync_job.rb

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

app/jobs/estimate_sync_job.rb

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

app/jobs/invoice_sync_job.rb

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

app/jobs/qbo_sync_dispatcher.rb

@@ -0,0 +1,24 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class QboSyncDispatcher
+
+  SYNC_JOBS = [
+    CustomerSyncJob,
+    EstimateSyncJob,
+    InvoiceSyncJob,
+    EmployeeSyncJob
+  ].freeze
+
+  # Dispatches all synchronization jobs to perform a full sync of QuickBooks entities with the local database. Each job is enqueued with the `full_sync` flag set to true.
+  def self.full_sync!
+    SYNC_JOBS.each { |job| job.perform_later(full_sync: true) }
+  end
+end

app/jobs/qbo_webhook_processor.rb

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

app/jobs/webhook_process_job.rb

@@ -0,0 +1,68 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class WebhookProcessJob < ActiveJob::Base
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  ALLOWED_ENTITIES = %w[
+    Customer
+    Invoice
+    Estimate
+    Employee
+  ].freeze
+
+  # Process incoming QBO webhook notifications and sync relevant data to Redmine
+  def perform(raw_body)
+    log "Received webhook: #{raw_body}"
+    data = JSON.parse(raw_body)
+
+    data.fetch('eventNotifications', []).each do |notification|
+      entities = notification.dig('dataChangeEvent', 'entities') || []
+
+      entities.each do |entity|
+        process_entity(entity)
+      end
+    end
+
+    Qbo.update_time_stamp
+  end
+
+  private
+
+  # Process a single entity from the webhook payload and sync it to Redmine if it's an allowed type
+  def process_entity(entity)
+    log "Processing entity: #{entity}"
+    name = entity['name']
+    id   = entity['id']&.to_i
+
+    return unless ALLOWED_ENTITIES.include?(name)
+
+    model = name.safe_constantize
+    return unless model
+
+    if entity['deletedId']
+      model.delete(entity['deletedId'])
+      return
+    end
+
+    if entity['operation'] == "Delete"
+      model.delete(id)
+    else
+      model.sync_by_id(id)
+    end
+  rescue => e
+    log "#{e.message}"
+  end
+
+  def log(msg)
+    Rails.logger.info "[WebhookProcessJob] #{msg}"
+  end
+end

app/models/concerns/quickbooks_oauth.rb

@@ -13,12 +13,13 @@ module QuickbooksOauth
 
   #== Instance Methods
 
+  # This method will attempt to execute the block and if it encounters an OAuth2::Error or Quickbooks::AuthorizationFailure it will attempt to refresh the token and retry the block.  It will try this up to 3 times before giving up and raising an exception.
   def perform_authenticated_request(&block)
     attempts = 0
     begin
       yield oauth_access_token
     rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
-      Rails.logger.error("QuickbooksOauth.perform: #{ex.message}")
+      log "perform_authenticated_request: #{ex.message}"
 
       # to prevent an infinite loop here keep a counter and bail out after N times...
       attempts += 1
@@ -32,8 +33,9 @@ module QuickbooksOauth
     end
   end
 
+  # This method will attempt to refresh the access token and update the record with the new access token, refresh token and their respective expiration times.  If the refresh token expires in more than 0 seconds then we will set the refresh token expiration time to that value, otherwise we will set it to 100 days from now.
   def refresh_token!
-    Rails.logger.info("QuickbooksOauth.refresh_token!")
+    log "refresh_token!"
     t = oauth_access_token
     refreshed = t.refresh!
 
@@ -43,7 +45,7 @@ module QuickbooksOauth
       oauth2_refresh_token_expires_at = 100.days.from_now
     end
 
-    Rails.logger.info("QuickbooksOauth.refresh_token!: #{oauth2_refresh_token_expires_at}")
+    log "refresh_token!: #{oauth2_refresh_token_expires_at}"
 
     update!(
       oauth2_access_token: refreshed.token,
@@ -53,20 +55,24 @@ module QuickbooksOauth
     )
   end
 
+  # This method will return an instance of the OAuth2::Client class that is configured with the consumer key, consumer secret and the appropriate URLs for the Intuit OAuth2 service.  It will also set the sandbox mode based on the plugin settings.
   def oauth_client
     self.class.construct_oauth2_client
   end
 
+  # This method will return an instance of the OAuth2::AccessToken class that is configured with the current access token, refresh token and the OAuth2 client.  This access token can be used to make authenticated requests to the Intuit API.
   def oauth_access_token
     OAuth2::AccessToken.new(oauth_client, oauth2_access_token, refresh_token: oauth2_refresh_token)
   end
 
+  # This method is an alias for the oauth_access_token method and is used to provide a more intuitive name for the access token when making authenticated requests.
   def consumer
     oauth_access_token
   end
 
   module ClassMethods
 
+    # This method will construct and return an instance of the OAuth2::Client class that is configured with the consumer key, consumer secret and the appropriate URLs for the Intuit OAuth2 service.  It will also set the sandbox mode based on the plugin settings.  This method is used by the instance method oauth_client to create a new OAuth2 client for each instance of the model that includes this concern.
     def construct_oauth2_client
 
       oauth_consumer_key = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
@@ -74,7 +80,7 @@ module QuickbooksOauth
 
       # Are we are playing in the sandbox?
       Quickbooks.sandbox_mode = Setting.plugin_redmine_qbo[:sandbox] ? true : false
-      logger.info "Sandbox mode: #{Quickbooks.sandbox_mode}"
+      log "Sandbox mode: #{Quickbooks.sandbox_mode}"
 
       options = {
         site: "https://appcenter.intuit.com/connect/oauth2",
@@ -85,4 +91,11 @@ module QuickbooksOauth
     end
 
   end
+
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[QuickbooksOauth] #{msg}"
+  end
 end

app/models/customer.rb

@@ -10,6 +10,9 @@
 
 class Customer < ActiveRecord::Base
 
+  include Redmine::Acts::Searchable
+  include Redmine::Acts::Event
+  
   has_many :issues
   has_many :invoices
   has_many :estimates
@@ -18,10 +21,15 @@ 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
+  acts_as_searchable columns: %w[name phone_number mobile_phone_number ],
+                     scope: ->(_context) { left_joins(:project) },
+                     date_column: :updated_at
+
+  acts_as_event :title => Proc.new {|o| "#{o}"},
+                :url => Proc.new {|o| { :controller => 'customers', :action => 'show', :id => o.id} },
+                :type => :to_s,
+                :description => Proc.new {|o| "#{I18n.t :label_primary_phone}: #{o.phone_number} #{I18n.t:label_mobile_phone}: #{o.mobile_phone_number}"},
+                :datetime => Proc.new {|o| o.updated_at || o.created_at}
   
   # Convenience Method
   # returns the customer's email
@@ -63,6 +71,12 @@ class Customer < ActiveRecord::Base
     update_phone_number
   end
 
+  # Customers are not bound by a project
+  # but we need to implement this method for the Redmine::Acts::Searchable interface
+  def project
+    nil
+  end
+
   # Convenience Method
   # returns the customer's mobile phone
   def mobile_phone
@@ -136,69 +150,39 @@ class Customer < ActiveRecord::Base
     end
   end
 
-  # proforms a bruteforce sync operation
-  # This needs to be simplified
-  def self.sync 
-    # Sync ALL customers if the database is empty
-    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
-          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 c.new_record?
-          customer.delete
-        end
-      end
-    end
-  end
-  
-  # Searchs the database for a customer by name or phone number with out special chars
+  # Seach for customers by name or phone number
   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)
+    where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
+  end
+
+  # Override the defult redmine seach method to rank results by id
+  def self.search_result_ranks_and_ids(tokens, user, project = nil, options = {})
+    return {} if tokens.blank?
+
+    scope = self.all
+
+    tokens.each do |token|
+      scope = scope.search(token)
+    end
+
+    ids = scope.distinct.limit(options[:limit] || 100).pluck(:id)
+    ids.index_with { |id| id }
+  end
+  
+  # proforms a bruteforce sync operation
+  def self.sync 
+    CustomerSyncJob.perform_later(full_sync: false)
   end
 
   # proforms a bruteforce sync operation
-  # This needs to be simplified
   def self.sync_by_id(id) 
-    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)
+    CustomerSyncJob.perform_later(id: id)
   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 customer.new_record?
-        customer.delete
-      end
-    end
+  # returns a human readable string
+  def to_s
+    return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
   end
 
   # Push the updates
@@ -206,14 +190,19 @@ class Customer < ActiveRecord::Base
     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 = 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)
+    rescue => e
+      errors.add(:base, e.message)
+      return false
     end
+
     save_without_push
   end
 
@@ -226,7 +215,7 @@ class Customer < ActiveRecord::Base
   def pull
     begin
       raise Exception unless self.id
-      qbo = Qbo.first
+      qbo = QboConnectionService.current!
       @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)

app/models/customer_token.rb

@@ -8,54 +8,49 @@
 #
 #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
+class CustomerToken < ApplicationRecord
+  belongs_to :issue
 
-  has_many :issues
-  validates_presence_of :issue_id
-  before_create :generate_token, :generate_expire_date
-  attr_accessor :destroyed
-  after_destroy :mark_as_destroyed
+  validates :issue_id, presence: true
+  validates :token, presence: true, uniqueness: true
 
-  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE__' + SecureRandom.uuid
+  before_validation :generate_token, on: :create
+  before_validation :generate_expire_date, on: :create
 
-  # 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
+  scope :active, -> { where("expires_at > ?", Time.current) }
 
-  # generates an expiring date
-  def generate_expire_date
-    self.expires_at = Time.now + 1.month
-  end
+  TOKEN_EXPIRATION = 1.month
 
-  # 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?
+  # Check if the token has expired
   def expired?
-    self.expires_at < Time.now
+    expires_at.present? && expires_at <= Time.current
   end
 
-  # Getter convenience method for tokens
+  # Remove expired tokens from the database
+  def self.remove_expired_tokens
+    where("expires_at <= ?", Time.current).delete_all
+  end
+
+  # Get or create a token for the given issue
   def self.get_token(issue)
+    return unless issue
+    return unless User.current.allowed_to?(:view_issues, issue.project)
 
-    # 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
+    token = active.find_by(issue_id: issue.id)
+    return token if token
+
+    create!(issue: issue)
   end
 
-    # only create new token if we have an issue to attach it to
-    return create(issue_id: issue.id) if User.current.logged?
+  private
+
+  # Generate a unique token for the customer
+  def generate_token
+    self.token ||= SecureRandom.urlsafe_base64(32)
   end
 
+  # Generate an expiration date for the token
+  def generate_expire_date
+    self.expires_at ||= Time.current + TOKEN_EXPIRATION
+  end
 end

app/models/employee.rb

@@ -13,37 +13,16 @@ class Employee < ActiveRecord::Base
   has_many :users
   validates_presence_of :id, :name
 
+  self.primary_key = :id
+
+  # Sync all employees, typically triggered by a scheduled task or manual sync request
   def self.sync
-    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
-      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
+    EmployeeSyncJob.perform_later(full_sync: true)
   end
 
+  # Sync a single employee by ID, typically triggered by a webhook notification or manual sync request
   def self.sync_by_id(id)
-    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)
+    EmployeeSyncJob.perform_later(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

@@ -22,78 +22,17 @@ class Estimate < ActiveRecord::Base
   
   # 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
+    EstimateSyncJob.perform_later(full_sync: false)
   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
+    EstimateSyncJob.perform_later(id: id)
   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
+    EstimateSyncJob.perform_later(doc_number: number)
   end
 
   # Magic Method
@@ -118,9 +57,10 @@ class Estimate < ActiveRecord::Base
   
   # pull the details
   def pull
+    log "Pulling details for estimate ##{self.id}..."
     begin
       raise Exception unless self.id
-      qbo = Qbo.first
+      qbo = QboConnectionService.current!
       @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)
@@ -130,4 +70,8 @@ class Estimate < ActiveRecord::Base
     end
   end
 
+  def log(msg)
+    Rails.logger.info "[Estimate] #{msg}"
+  end
+  
 end

app/models/invoice.rb

@@ -9,200 +9,27 @@
 #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
+
+  validates :id, presence: true, uniqueness: true
+  validates :doc_number, :txn_date, presence: true
+
   self.primary_key = :id
 
-   # returns a human readable string
+  # Return the invoice's document number as its string representation
   def to_s
-    return self[:doc_number]
+    doc_number
   end
 
-  # sync ALL the invoices
+  # Sync all invoices from QuickBooks, typically triggered by a scheduled task or manual sync request
   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 
+    InvoiceSyncJob.perform_later(full_sync: true)
   end
 
-    return unless invoices
-     
-    invoices.each { | invoice | 
-      process_invoice invoice
-    }
-  end
-  
-  #sync by invoice ID
+  # Sync a single invoice by ID, typically triggered by a webhook notification or manual sync request
   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
+    InvoiceSyncJob.perform_later(id: id)
   end
 
 end

app/models/qbo.rb

@@ -13,16 +13,34 @@ class Qbo < ActiveRecord::Base
   include QuickbooksOauth
   include Redmine::I18n
 
+  validate :single_record_only, on: :create
+  
   # Updates last sync time stamp
   def self.update_time_stamp
     date = DateTime.now
-    logger.info "Updating QBO timestamp to #{date}"
-    qbo = Qbo.first
+    log "Updating QBO timestamp to #{date}"
+    qbo = QboConnectionService.current!
     qbo.last_sync = date
     qbo.save
   end
   
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
   def self.last_sync
-    format_time(Qbo.first.last_sync)
+    qbo = QboConnectionService.current!
+    return I18n.t(:label_qbo_never_synced) unless qbo&.last_sync
+    format_time(qbo.last_sync)
   end
+
+  private
+
+  # Logs a message with a QBO-specific prefix for easier identification in the logs.
+  def self.log(msg)
+    logger.info "[QBO] #{msg}"
+  end
+
+  # Validates that only one QBO connection record exists in the database. Adds an error if a record already exists.
+  def single_record_only
+    errors.add(:base, "Only one QBO connection allowed") if Qbo.exists?
+  end
+
 end

app/services/customer_sync_service.rb

@@ -0,0 +1,32 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class CustomerSyncService < SyncServiceBase
+
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Customer
+  end
+
+  # Determine if the remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
+  def destroy_remote?(remote)
+    !remote.active?
+  end
+
+  # Map relevant attributes from the QBO Customer to the local Customer model
+  def process_attributes(local, remote)
+    local.name = remote.display_name
+    local.phone_number = remote.primary_phone&.free_form_number&.gsub(/\D/, '')
+    local.mobile_phone_number = remote.mobile_phone&.free_form_number&.gsub(/\D/, '')
+  end
+
+end

app/services/employee_sync_service.rb

@@ -0,0 +1,30 @@
+#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 EmployeeSyncService < SyncServiceBase
+
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Employee
+  end
+
+  # Determine if the remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
+  def destroy_remote?(remote)
+    !remote.active?
+  end
+
+  # Map relevant attributes from the QBO Employee to the local Employee model
+  def process_attributes(local, remote)
+    local.name = remote.display_name
+  end
+
+end

app/services/estimate_pdf_service.rb

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

app/services/estimate_sync_service.rb

@@ -0,0 +1,27 @@
+#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 EstimateSyncService < SyncServiceBase
+  
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Estimate
+  end
+
+  # Map relevant attributes from the QBO Estimate to the local Estimate model
+  def process_attributes(local, remote)
+    local.doc_number = remote.doc_number
+    local.txn_date = remote.txn_date
+    local.customer = Customer.find_by(id: remote.customer_ref&.value)
+  end
+
+end

app/services/invoice_attachment_service.rb

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

app/services/invoice_custom_field_sync_service.rb

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

app/services/invoice_pdf_service.rb

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

app/services/invoice_push_service.rb

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

app/services/invoice_sync_service.rb

@@ -0,0 +1,35 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class InvoiceSyncService < SyncServiceBase
+  
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Invoice
+  end
+  
+  # Map relevant attributes from the QBO Invoice to the local Invoice model
+  def process_attributes(local, remote)
+    local.doc_number      = remote.doc_number
+    local.txn_date        = remote.txn_date
+    local.due_date        = remote.due_date
+    local.total_amount    = remote.total
+    local.balance         = remote.balance
+    local.qbo_updated_at  = remote.meta_data&.last_updated_time
+    local.customer = Customer.find_by(id: remote.customer_ref&.value)
+  end
+
+  # Attach QBO Invoices to the local Issues
+  def attach_documents(local, remote)
+    InvoiceAttachmentService.new(local, remote).attach
+  end
+end

app/services/pdf_service_base.rb

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

app/services/qbo_connection_service.rb

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

app/services/qbo_oauth_service.rb

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

app/services/sync_service_base.rb

@@ -0,0 +1,126 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class SyncServiceBase
+  PAGE_SIZE = 1000
+
+  # Subclasses should initialize with a QBO client instance
+  def initialize(qbo:)
+    @qbo = qbo
+    @entity = self.class.model_class
+  end
+
+  # Subclasses must implement this to specify which local model they sync (e.g. Customer, Invoice)
+  def self.model_class
+    raise NotImplementedError
+  end
+
+  # Sync all entities, or only those updated since the last sync
+  def sync(full_sync: false)
+    log "Starting #{full_sync ? 'full' : 'incremental'} #{@entity.name} sync"
+
+    @qbo.perform_authenticated_request do |access_token|
+      service_class = "Quickbooks::Service::#{@entity.name}".constantize
+      service = service_class.new(company_id: @qbo.realm_id, access_token: access_token)
+      
+      page = 1
+      loop do
+        collection = fetch_page(service, page, full_sync)
+        entries = Array(collection&.entries)
+        break if entries.empty?
+
+        entries.each { |remote| persist(remote) }
+
+        break if entries.size < PAGE_SIZE
+        page += 1
+      end
+    end
+
+    log "#{@entity.name} sync complete"
+  end
+
+  # Sync a single entity by its QBO ID, used for webhook updates
+  def sync_by_id(id)
+    log "Syncing #{@entity.name} with ID #{id}"
+    @qbo.perform_authenticated_request do |access_token|
+      service_class = "Quickbooks::Service::#{@entity.name}".constantize
+      service = service_class.new(company_id: @qbo.realm_id, access_token: access_token)
+      remote = service.fetch_by_id(id)
+      persist(remote)
+    end
+  end
+
+  private
+
+  def attach_documents(local, remote)
+    # Override in subclasses if the entity has attachments (e.g. Invoice)
+  end
+
+  # Determine if a remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
+  def destroy_remote?(remote)
+    false
+  end
+
+  # Log messages with the entity type for better traceability
+  def log(msg)
+    Rails.logger.info "[#{@entity.name}SyncService] #{msg}"
+  end
+
+  # Fetch a page of entities, either all or only those updated since the last sync
+  def fetch_page(service, page, full_sync)
+    log "Fetching page #{page} of #{@entity.name} from QBO (#{full_sync ? 'full' : 'incremental'} sync)"
+    start_position = (page - 1) * PAGE_SIZE + 1
+
+    if full_sync
+      service.query("SELECT * FROM #{@entity.name} STARTPOSITION #{start_position} MAXRESULTS #{PAGE_SIZE}")
+    else
+      last_update = @entity.maximum(:updated_at) || 1.year.ago
+      service.query(<<~SQL.squish)
+        SELECT * FROM #{@entity.name}
+        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
+        STARTPOSITION #{start_position}
+        MAXRESULTS #{PAGE_SIZE}
+      SQL
+    end
+  end
+
+  # Create or update a local entity record based on the QBO remote data
+  def persist(remote)
+    local = @entity.find_or_initialize_by(id: remote.id)
+
+    if destroy_remote?(remote)
+      if local.persisted?
+        local.destroy
+        log "Deleted #{@entity.name} #{remote.id}"
+      end
+      return
+    end
+
+    # Map remote attributes to local model fields, this should be implemented in subclasses
+    process_attributes(local, remote)
+
+    if local.changed?
+      local.save!
+      log "Updated #{@entity.name} #{remote.id}"
+
+      # Handle attaching documents if applicable to invoices
+      attach_documents(local, remote) 
+    end
+
+  rescue => e
+      log "Failed to sync #{@entity.name} #{remote.id}: #{e.message}"
+  end
+
+  # This method should be implemented in subclasses to map remote attributes to local model
+  def process_attributes(local, remote)
+    raise NotImplementedError, "Subclasses must implement process_attributes"
+  end
+
+end

app/views/customers/_details.html.erb

@@ -23,12 +23,12 @@
     
      <tr>
         <th><%=t(:label_billing_address)%></th>
-        <td><%= @billing_address %></td>
+        <td><pre><%= @billing_address %></pre></td>
     </tr>
     
      <tr>
         <th><%=t(:label_shipping_address)%></th>
-        <td><%= @shipping_address %></td>
+        <td><pre><%= @shipping_address %></pre></td>
     </tr>
     
     <tr>

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 %>

app/views/qbo/_settings.html.erb

@@ -66,12 +66,12 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
 
      <tr>
         <th><%=t(:label_oauth_expires)%></th>
-        <td><%= if Qbo.exists? then Qbo.first.oauth2_access_token_expires_at end %>
+        <td><%= if Qbo.exists? then QboConnectionService.current!.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 %>
+        <td><%= if Qbo.exists? then QboConnectionService.current!.oauth2_refresh_token_expires_at end %>
      </tr>
 
   </tbody>

config/locales/en.yml

@@ -27,8 +27,7 @@ en:
   label_balance_with_jobs: "Balance With Jobs"
   label_bill_time: "Bill Time"
   label_billing_address: "Billing Address"
-  label_billing_error: "Customer could not be billed. Check for Customer or Assignee and try again."
-  label_billing_error_no_customer: "Cannot bill without an assigned customer."
+  label_billing_enqueued: "Billing has been enqueued for issue"
   label_billed_success: "Successfully billed "
   label_client_id: "Intuit QBO OAuth2 Client ID"
   label_client_secret: "Intuit QBO OAuth2 Client Secret"
@@ -63,6 +62,7 @@ en:
   label_model: "Model"
   label_name: "Name"
   label_new_customer: "New Customer"
+  label_qbo_never_synced: "Never Synced"
   label_no_customers: "There are no customers matching the search term(s)."
   label_no_estimates: "No Estimates"
   label_no_invoices: "No Invoices"
@@ -87,15 +87,19 @@ en:
   label_webhook_token: "Intuit QBO Webhook Token"
   label_week: "Week"
   label_year: "Year"
+  notice_billing_error_no_customer: "Cannot bill without an assigned customer."
+  notice_billing_error_no_employee: "Cannot bill without an assigned employee."
+  notice_billing_error_no_qbo: "Cannot bill without a QuickBooks connection. Please connect to QuickBooks and try again."
   notice_customer_created: "Customer created in QuickBooks"
   notice_customer_deleted: "Customer deleted in QuickBooks"
   notice_customer_not_deleted: "Customer could not be deleted in QuickBooks"
   notice_customer_not_found: "Customer not found in QuickBooks"
   notice_customer_updated: "Customer updated in QuickBooks"
+  notice_error_issue_not_found: "The issue could not be found. Please check the issue and try again."
   notice_error_project_nil: "The issue's project is nil. Set project to:"
   notice_error_tracker_nil: "The issue's tracker is nil. Set tracker to:"
   notice_estimate_created: "Estimate created in QuickBooks"
-  notice_estimate_not_found: "Estimate not found"
+  notice_estimate_not_found: "Estimate not found, we are syncing with QuickBooks to find it. Please check back shortly."
   notice_estimate_updated: "Estimate updated in QuickBooks"
   notice_forbidden: "You do not have permission to access this resource."
   notice_invoice_created: "Invoice created in QuickBooks"

db/migrate/032_add_txn_dates.rb

@@ -14,42 +14,6 @@ class AddTxnDates < ActiveRecord::Migration[5.1]
     begin
       add_column :qbo_invoices, :txn_date, :date
       add_column :qbo_estimates, :txn_date, :date
-
-      reversible do |direction|
-        direction.up {
-          break unless Qbo.first
-
-          QboEstimate.reset_column_information
-          QboInvoice.reset_column_information
-
-          say "Sync Estimates"
-
-          QboEstimate.sync
-
-          say "Sync Invoices"
-
-          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
-              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
 
 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

db/migrate/039_add_full_text_index_to_customers.rb

@@ -0,0 +1,16 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class AddFullTextIndexToCustomers < ActiveRecord::Migration[7.0]
+  def change
+    # This creates a combined index for name and phone fields
+    add_index :customers, [:name, :phone_number, :mobile_phone_number], type: :fulltext, name: 'ft_search_idx'
+  end
+end

db/migrate/040_add_doc_timestamp.rb

@@ -0,0 +1,16 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class AddDocTimestamp < ActiveRecord::Migration[5.1]
+  def change
+    add_timestamps(:invoices, null: true)
+    add_timestamps(:estimates, null: true)
+  end
+end

db/migrate/041_add_invoice_fields.rb

@@ -0,0 +1,24 @@
+#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 AddInvoiceFields < ActiveRecord::Migration[7.0]
+  def change
+    change_table :invoices, bulk: true do |t|
+      t.date     :due_date
+      t.decimal  :total_amount, precision: 15, scale: 2
+      t.decimal  :balance, precision: 15, scale: 2
+      t.datetime :qbo_updated_at
+      t.boolean  :qbo_sync_locked, null: false, default: false
+    end
+
+    add_index :invoices, :qbo_updated_at
+    add_index :invoices, :qbo_sync_locked
+  end
+end

db/migrate/042_add_employee_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 AddEmployeeTimestamp < ActiveRecord::Migration[7.0]
+  def change
+    add_timestamps(:employees, 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 '2026.2.12'
+  version '2026.3.0'
   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/hooks/issues_hook_listener.rb

@@ -17,12 +17,12 @@ module RedmineQbo
       # Edit Issue Form
       # Here we build the required form components before passing them to a partial view formatting. 
       def view_issues_form_details_bottom(context={})
-        Rails.logger.debug "RedmineQbo::Hooks::IssuesHookListener.view_issues_form_details_bottom: Building form components for quickbooks customer, estimate, and invoice data"
+        log "view_issues_form_details_bottom: Building form components for quickbooks customer, estimate, and invoice data"
         f = context[:form]
         issue = context[:issue]
         project = context[:project]
-        Rails.logger.debug issue.inspect
-        Rails.logger.debug project.inspect
+        log issue.inspect
+        log project.inspect
 
         # Customer Name Text Box with database backed autocomplete
         # onchange event will update the hidden customer_id field
@@ -44,7 +44,7 @@ module RedmineQbo
         #
         # If this is not handled correctly, it leads to a 422 error when creating a new issue and selecting a customer.
         js_path = "updateIssueFrom('#{escape_javascript update_issue_form_path(project, issue)}', this)"
-        Rails.logger.debug js_path
+        log js_path
 
         # This hidden field is used for the customer ID for the issue
         # the onchange event will reload the issue form via ajax to update the available estimates
@@ -94,6 +94,12 @@ module RedmineQbo
           })
       end
 
+      private
+
+      def log(msg)
+        Rails.logger.info "[IssuesHookListener] #{msg}"
+      end
+      
     end
   end 
 end

lib/redmine_qbo/patches/issue_patch.rb

@@ -12,25 +12,20 @@ require_dependency 'issue'
 
 module RedmineQbo
   module Patches
-
-    # Patches Redmine's Issues dynamically.
-    # Adds relationships for customers, estimates, invoices, customer_tokens
-    # Adds before and after save hooks
     module IssuePatch
 
-      def self.included(base) # :nodoc:
+      def self.included(base)
         base.extend(ClassMethods)
-
         base.send(:include, InstanceMethods)
 
-        # Same as typing in the class 
         base.class_eval do
           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
+
           before_save :titlize_subject
-          after_save :bill_time
+          after_commit :enqueue_billing, on: :update
         end
         
       end
@@ -41,101 +36,43 @@ module RedmineQbo
 
       module InstanceMethods
 
-        # Create billable time entries
-        def bill_time
-          logger.debug "QBO: Billing time for issue ##{self.id}"
-          logger.debug "Issue is closed? #{self.closed?}"
+        # Enqueue a background job to bill the time spent on this issue to the associated customer in Quickbooks, if the issue is closed and has a customer assigned.
+        def enqueue_billing
+          log "Checking if issue needs to be billed for issue ##{id}"
+          return unless closed?
+          return unless customer.present?
+          return unless assigned_to&.employee_id.present?
 
-          return false if self.assigned_to.nil?
-          return false unless Qbo.first 
-          return false unless self.customer 
-
-          Thread.new do
-            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
-              
-              # Prepare to create a new Time Activity
-              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
+          log "Enqueuing billing for issue ##{id}"
+          BillIssueTimeJob.perform_later(id)
         end
 
-                # 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 = "#{self.tracker} ##{self.id}: #{self.subject} #{"(Partial @ #{self.done_ratio}%)" unless self.closed?}"
-                  time_entry.employee_id = self.assigned_to.employee_id 
-                  time_entry.customer_id = self.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
-          return true
-        end
-      end
-      
-      # Create a shareable link for a customer
-      def share_token
-        CustomerToken.get_token self
-      end
-      
-      # Titleize the subject before save , but keep words containing numbers mixed with letters capitalized
+        # Titlize the subject of the issue before saving to ensure consistent formatting for billing descriptions in Quickbooks
         def titlize_subject
-        logger.debug "QBO: Titlizing subject for issue ##{self.id}"
-        self.subject = self.subject.split(/\s+/).map do |word|
-          # If word is NOT purely alphanumeric (contains special chars),
-          # or is all upper/lower, we can handle it.
-          # excluding alphanumeric strings with mixed case and numbers (e.g., "ID555ABC") from being altered.
+          log "Titlizing subject for issue ##{id}"
+
+          self.subject = subject.split(/\s+/).map do |word|
             if word =~ /[A-Z]/ && word =~ /[0-9]/
               word
             else
-            word.downcase
               word.capitalize
             end
           end.join(' ')
         end
       end
 
-    # Add module to Issue
-    Issue.send(:include, IssuePatch)
+      # This method is used to generate a shareable token for the customer associated with this issue, which can be used to link the issue to the corresponding customer in Quickbooks for billing and tracking purposes.
+      def share_token
+        CustomerToken.get_token(self)
+      end
 
+      private
+
+      def log(msg)
+          Rails.logger.info "[IssuePatch] #{msg}"
+      end
+    end
+
+    Issue.send(:include, IssuePatch)
   end
 end

lib/redmine_qbo/patches/pdf_patch.rb

@@ -58,7 +58,7 @@ module RedmineQbo
           #left << [l(:field_category), issue.category] unless issue.disabled_core_fields.include?(:category_id)
           #left << [l(:field_fixed_version), issue.fixed_version] unless issue.disabled_core_fields.include?(:fixed_version_id)
           
-          logger.debug "Calling :pdf_left hook"
+          log "Calling :pdf_left hook"
           left_hook_output = Redmine::Hook.call_hook :pdf_left, { issue: issue }
           unless left_hook_output.nil?
             left_hook_output.each do |l|
@@ -73,7 +73,7 @@ module RedmineQbo
           right << [l(:field_estimated_hours), l_hours(issue.estimated_hours)] unless issue.disabled_core_fields.include?(:estimated_hours)
           right << [l(:label_spent_time), l_hours(issue.total_spent_hours)] if User.current.allowed_to?(:view_time_entries, issue.project)
           
-          logger.debug "Calling :pdf_right hook"
+          log "Calling :pdf_right hook"
           right_hook_output = Redmine::Hook.call_hook :pdf_right, { issue: issue }
           unless right_hook_output.nil?
             right_hook_output.each do |r|
@@ -269,6 +269,13 @@ module RedmineQbo
         end
 
       end
+
+      private
+
+      def log(msg)
+          Rails.logger.info "[PdfPatch] #{msg}"
+      end
+
     end
 
     Redmine::Export::PDF::IssuesPdfHelper.send(:include, PdfPatch)