2026.2.15

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
@@ -18,6 +21,16 @@ class Customer < ActiveRecord::Base
   
   self.primary_key = :id
 
+  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
   def email
@@ -36,27 +49,6 @@ class Customer < ActiveRecord::Base
     @details.email_address = s
   end
 
-  # Redmine Search Event Interface
-  def event_type
-    :customer
-  end
-
-  def event_title
-    to_s
-  end
-
-  def event_description
-    "#{I18n.t :label_primary_phone}: #{primary_phone} #{I18n.t:label_mobile_phone}: #{mobile_phone}"
-  end
-
-  def event_url
-    Rails.application.routes.url_helpers.customer_path(self)
-  end
-
-  def event_datetime
-    updated_at || created_at
-  end
-
   # Convenience Method
   # returns the customer's primary phone
   def primary_phone
@@ -79,7 +71,8 @@ class Customer < ActiveRecord::Base
     update_phone_number
   end
 
-  # Customers are not bound by a project.
+  # Customers are not bound by a project
+  # but we need to implement this method for the Redmine::Acts::Searchable interface
   def project
     nil
   end
@@ -188,32 +181,13 @@ class Customer < ActiveRecord::Base
     end
   end
 
-  # Searchs the database for a customer by name or phone number with out special chars
   def self.search(search)
     search = sanitize_sql_like(search)
     customers = where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
     return customers.order(:name)
   end
 
-  def self.searchable_columns
+  # Override the defult redmine seach method to rank results by id
-    ['name', 'phone_number', 'mobile_phone_number']
-  end
-
-  def self.searchable_options
-    {
-      columns: searchable_columns,
-      scope: self.all
-    }
-  end
-
-  def self.search_results_from_ids(ids, *args)
-    return [] if ids.blank?
-
-    ids = ids.map(&:to_i)
-    records = where(id: ids).index_by(&:id)
-    ids.map { |id| records[id] }.compact
-  end
-
   def self.search_result_ranks_and_ids(tokens, user, project = nil, options = {})
     return {} if tokens.blank?
 
@@ -262,6 +236,30 @@ class Customer < ActiveRecord::Base
     return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
   end
 
+  # Push the updates
+  def save_with_push
+    begin
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Customer.new(
+          company_id: qbo.realm_id,
+          access_token: access_token
+        )
+        service.update(@details)
+      end
+
+      self.id = @details.id
+    rescue => e
+      errors.add(:base, e.message)
+      return false
+    end
+
+    save_without_push
+  end
+
+  alias_method :save_without_push, :save
+  alias_method :save, :save_with_push
+  
   private
   
   # pull the details
@@ -278,23 +276,4 @@ class Customer < ActiveRecord::Base
     end
   end
   
-  # Push the updates
-  def save_with_push
-    begin
-      qbo = Qbo.first
-      @details = qbo.perform_authenticated_request do |access_token|
-        service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
-        service.update(@details)
-      end
-      #raise "QBO Fault" if @details.fault?
-      self.id = @details.id
-    rescue Exception => e
-      errors.add(e.message)
-    end
-    save_without_push
-  end
-
-  alias_method :save_without_push, :save
-  alias_method :save, :save_with_push
-  
 end

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

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 '2026.2.13'
+  version '2026.2.15'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings default: {empty: true}, partial: 'qbo/settings'