Compare commits

..

4 Commits

Author SHA1 Message Date
b0e6236cee removed old autocomplete js 2026-03-18 21:56:52 -04:00
b367687113 Implmented custom autocomplete for customer field 2026-03-18 21:55:55 -04:00
460bcd466f Fixed routes 2026-03-18 19:11:33 -04:00
020ea01d36 renamed controllers and updated routes 2026-03-18 00:08:56 -04:00
13 changed files with 145 additions and 27 deletions

View File

@@ -4,7 +4,6 @@ gem 'quickbooks-ruby'
gem 'oauth2'
gem 'roxml'
gem 'will_paginate'
gem 'rails-jquery-autocomplete'
gem 'jquery-ui-rails'
gem 'rexml'
gem 'combine_pdf'

View File

@@ -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]
autocomplete :customer, :name, full: true, extra_data: [:id]
def address_to_s(address)
return if address.nil?
@@ -62,6 +60,19 @@ class CustomersController < ApplicationController
params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
end
# Used for autocomplete form
def autocomplete
term = ActiveRecord::Base.sanitize_sql_like(params[:q].to_s)
items = Customer.where("name LIKE :t OR phone_number LIKE :t OR mobile_phone_number LIKE :t", t: "%#{term}%")
.order(:name)
.limit(20)
render json: items.map { |i|
{ id: i.id, name: i.name, phone_number: i.phone_number, mobile_phone_number: i.mobile_phone_number }
}
end
def create
@customer = Customer.new(allowed_params)
@customer.save

View File

@@ -7,7 +7,7 @@
#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 EmployeeController < ApplicationController
class EmployeesController < ApplicationController
include AuthHelper
before_action :require_user, unless: -> { session[:token].nil? }

View File

@@ -7,7 +7,7 @@
#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 EstimateController < ApplicationController
class EstimatesController < ApplicationController
include AuthHelper
before_action :require_user, unless: -> { session[:token].nil? }

View File

@@ -7,7 +7,7 @@
#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 InvoiceController < ApplicationController
class InvoicesController < ApplicationController
include AuthHelper
before_action :require_user, unless: -> { session[:token].nil? }

View File

@@ -2,7 +2,7 @@
<% estimates.sort.reverse.each do |estimate| %>
<div class="row">
<%= check_box_tag "estimate_ids[]", estimate.id, false, onchange: "updateLink()", data: { url: estimate_path(estimate), text: "Estimate ##{estimate.to_s}" }, class: "estimate-checkbox appointment" %>
<%= check_box_tag "estimate_ids[]", estimate.id, false, onchange: "updateLink()", data: { url: estimates_path(estimate), text: "Estimate ##{estimate.to_s}" }, class: "estimate-checkbox appointment" %>
<b><%= link_to "##{estimate.doc_number}", estimate_path(estimate), target: :_blank %></b> <%= estimate.txn_date %>
</div>
<% end %>

View File

@@ -71,9 +71,9 @@
</div>
<div style="margin-bottom: 15px;">
<%= link_to t(:label_sync_now_customers), customers_sync_path(full_sync: true), class: 'button icon icon-reload' %>
<%= link_to t(:label_sync_now_customers), sync_customers_path, class: 'button icon icon-reload' %>
<%= link_to t(:label_sync_now_employees), employees_sync_path, class: 'button icon icon-reload' %>
<%= link_to t(:label_sync_now_invoices), invoices_sync_path(full_sync: true), class: 'button icon icon-reload' %>
<%= link_to t(:label_sync_now_invoices), invoices_sync_path, class: 'button icon icon-reload' %>
<%= link_to t(:label_sync_now_estimate), estimates_sync_path, class: 'button icon icon-reload' %>
</div>
</fieldset>

View File

@@ -1 +0,0 @@
!function(t){t.fn.railsAutocomplete=function(e){var a=function(){this.railsAutoCompleter||(this.railsAutoCompleter=new t.railsAutocomplete(this))};if(void 0!==t.fn.on){if(!e)return;return t(document).on("focus",e,a)}return this.live("focus",a)},t.railsAutocomplete=function(t){var e=t;this.init(e)},t.railsAutocomplete.options={showNoMatches:!0,noMatchesLabel:"no existing match"},t.railsAutocomplete.fn=t.railsAutocomplete.prototype={railsAutocomplete:"0.0.1"},t.railsAutocomplete.fn.extend=t.railsAutocomplete.extend=t.extend,t.railsAutocomplete.fn.extend({init:function(e){function a(t){return t.split(e.delimiter)}function i(t){return a(t).pop().replace(/^\s+/,"")}e.delimiter=t(e).attr("data-delimiter")||null,e.min_length=t(e).attr("data-min-length")||t(e).attr("min-length")||2,e.append_to=t(e).attr("data-append-to")||null,e.autoFocus=t(e).attr("data-auto-focus")||!1,t(e).autocomplete({appendTo:e.append_to,autoFocus:e.autoFocus,delay:t(e).attr("delay")||0,source:function(a,r){var n=this.element[0],o={term:i(a.term)};t(e).attr("data-autocomplete-fields")&&t.each(t.parseJSON(t(e).attr("data-autocomplete-fields")),function(e,a){o[e]=t(a).val()}),t.getJSON(t(e).attr("data-autocomplete"),o,function(){var a={};t.extend(a,t.railsAutocomplete.options),t.each(a,function(i,r){if(a.hasOwnProperty(i)){var n=t(e).attr("data-"+i);a[i]=n?n:r}}),0==arguments[0].length&&t.inArray(a.showNoMatches,[!0,"true"])>=0&&(arguments[0]=[],arguments[0][0]={id:"",label:a.noMatchesLabel}),t(arguments[0]).each(function(a,i){var r={};r[i.id]=i,t(e).data(r)}),r.apply(null,arguments),t(n).trigger("railsAutocomplete.source",arguments)})},change:function(e,a){if(t(this).is("[data-id-element]")&&""!==t(t(this).attr("data-id-element")).val()&&(t(t(this).attr("data-id-element")).val(a.item?a.item.id:"").trigger("change"),t(this).attr("data-update-elements"))){var i=t.parseJSON(t(this).attr("data-update-elements")),r=a.item?t(this).data(a.item.id.toString()):{};if(i&&""===t(i.id).val())return;for(var n in i){var o=t(i[n]);o.is(":checkbox")?null!=r[n]&&o.prop("checked",r[n]):o.val(a.item?r[n]:"").trigger("change")}}},search:function(){var t=i(this.value);return t.length<e.min_length?!1:void 0},focus:function(){return!1},select:function(i,r){if(r.item.value=r.item.value.toString(),-1!=r.item.value.toLowerCase().indexOf("no match")||-1!=r.item.value.toLowerCase().indexOf("too many results"))return t(this).trigger("railsAutocomplete.noMatch",r),!1;var n=a(this.value);if(n.pop(),n.push(r.item.value),null!=e.delimiter)n.push(""),this.value=n.join(e.delimiter);else if(this.value=n.join(""),t(this).attr("data-id-element")&&t(t(this).attr("data-id-element")).val(r.item.id).trigger("change"),t(this).attr("data-update-elements")){var o=r.item,l=-1!=r.item.value.indexOf("Create New")?!0:!1,u=t.parseJSON(t(this).attr("data-update-elements"));for(var s in u)"checkbox"===t(u[s]).attr("type")?o[s]===!0||1===o[s]?t(u[s]).attr("checked","checked"):t(u[s]).removeAttr("checked"):l&&o[s]&&-1==o[s].indexOf("Create New")||!l?t(u[s]).val(o[s]).trigger("change"):t(u[s]).val("").trigger("change")}var c=this.value;return t(this).bind("keyup.clearId",function(){t.trim(t(this).val())!=t.trim(c)&&(t(t(this).attr("data-id-element")).val("").trigger("change"),t(this).unbind("keyup.clearId"))}),t(e).trigger("railsAutocomplete.select",r),!1}}),t(e).trigger("railsAutocomplete.init")}}),t(document).ready(function(){t("input[data-autocomplete]").railsAutocomplete("input[data-autocomplete]")})}(jQuery);

View File

@@ -0,0 +1,102 @@
(function () {
// Helper: escape HTML for safety
function escapeHtml(str) {
return $("<div>").text(str).html();
}
// Helper: highlight all occurrences of term (case-insensitive)
function highlightTerm(text, term) {
if (!term) return text;
const escapedTerm = term.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
const regex = new RegExp("(" + escapedTerm + ")", "ig");
return text.replace(regex, "<strong>$1</strong>");
}
window.initCustomerAutocomplete = function(context) {
let scope = context || document;
$(scope).find(".customer-name").each(function() {
if ($(this).data("autocomplete-initialized")) return;
$(this).data("autocomplete-initialized", true);
let $input = $(this);
let ac = $input.autocomplete({
appendTo: "body", // crucial for Redmine positioning
minLength: 2,
source: function(request, response) {
$.getJSON("/customers/autocomplete", { q: request.term })
.done(function(data) {
response(data.map(function(item) {
// combine secondary info
let secondary = [];
if (item.phone_number) secondary.push(item.phone_number);
if (item.mobile_phone_number) secondary.push(item.mobile_phone_number);
let meta = secondary.length ? " (" + secondary.join(" • ") + ")" : "";
// escape HTML to avoid XSS
let safeText = escapeHtml(item.name + meta);
return {
label: item.name + meta, // plain fallback
value: item.name, // goes into input
id: item.id,
html: highlightTerm(safeText, request.term)
};
}));
})
.fail(function() {
response([]);
});
},
select: function(event, ui) {
$input.val(ui.item.value); // visible text
$("#issue_customer_id").val(ui.item.id); // hidden ID
// trigger Redmine form update safely
setTimeout(function() {
$("#issue_customer_id").trigger("change");
}, 0);
return false;
},
change: function(event, ui) {
// clear hidden field if no valid selection
if (!ui.item && !$input.val()) {
$("#issue_customer_id").val("");
}
}
});
// Render item HTML for highlight
ac.autocomplete("instance")._renderItem = function(ul, item) {
return $("<li>")
.append($("<div>").html(item.html))
.appendTo(ul);
};
});
};
// Re-init after Redmine AJAX form updates
$(document).on("ajaxComplete", function() {
if (window.initCustomerAutocomplete) {
window.initCustomerAutocomplete(document);
}
});
// Init on page load
$(document).ready(function() {
window.initCustomerAutocomplete(document);
});
// Also init on Turbo/Redmine load events
document.addEventListener("turbo:load", function() {
window.initCustomerAutocomplete(document);
});
})();

View File

@@ -0,0 +1,5 @@
/* Keep Redmine default look, just enhance metadata */
.ui-autocomplete .autocomplete-meta {
color: #888;
font-size: 0.9em;
}

View File

@@ -14,16 +14,15 @@ get 'qbo/oauth_callback', to: 'qbo#oauth_callback'
#manual sync
get 'qbo/sync', to: 'qbo#sync'
get 'customers/sync', to: 'customers#sync'
get 'employees/sync', to: 'employee#sync'
get 'invoices/sync', to: 'invoice#sync'
get 'estimates/sync', to: 'estimate#sync'
get 'invoices/sync', to: 'invoices#sync'
get 'estimates/sync', to: 'estimates#sync'
get 'employees/sync', to: 'employees#sync'
#webhook
post 'qbo/webhook', to: 'qbo#webhook'
# Estimate & Invoice PDF
get 'estimates/sync', to: 'estimate#sync'
get 'estimates/:id', to: 'estimate#show', as: :estimate
get 'estimates/doc/', to: 'estimate#doc', as: :estimate_doc
get 'invoices/:id', to: 'invoice#show', as: :invoice
@@ -39,6 +38,8 @@ get 'filter_estimates_by_customer' => 'customers#filter_estimates_by_customer'
get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer'
resources :customers do
get :autocomplete_customer_name, on: :collection
get :sync
end
collection do
get :autocomplete
get :sync
end
end

View File

@@ -23,13 +23,13 @@ module RedmineQbo
project = context[:project]
# Customer Name Text Box with database backed autocomplete
# onchange event will update the hidden customer_id field
search_customer = f.autocomplete_field :customer,
autocomplete_customer_name_customers_path,
selected: issue.customer,
update_elements: {
id: '#issue_customer_id',
value: '#issue_customer'
# onchange event will update the hidden customer_id field
search_customer = f.text_field :customer,
placeholder: l(:field_customer),
class: "customer-name",
autocomplete: "off",
data: {
autocomplete_url: "/customers/autocomplete"
}
# We need to handle 3 cases for the onchange event of the customer name field:

View File

@@ -17,8 +17,9 @@ module RedmineQbo
def view_layouts_base_html_head(context = {})
safe_join([
javascript_include_tag( 'application.js', plugin: :redmine_qbo),
javascript_include_tag( 'autocomplete-rails.js', plugin: :redmine_qbo),
javascript_include_tag( 'checkbox_controller.js', plugin: :redmine_qbo)
javascript_include_tag( 'autocomplete.js', plugin: :redmine_qbo),
javascript_include_tag( 'checkbox_controller.js', plugin: :redmine_qbo),
stylesheet_link_tag( 'autocomplete', plugin: :redmine_qbo)
])
end