2026.3.2

app/controllers/customers_controller.rb

@@ -80,16 +80,31 @@ class CustomersController < ApplicationController
   def show
     @customer = Customer.find_by_id(params[:id])
     return render_404 unless @customer
-    @issues = @customer.issues&.order(id: :desc)
-    @billing_address = address_to_s(@customer.billing_address)
-    @shipping_address = address_to_s(@customer.shipping_address)
-    @closed_issues = (@issues - @issues.open)
-    @hours = 0
-    @closed_hours = 0
-    @issues.open.each { |i| @hours+= i.total_spent_hours }
-    @closed_issues.each { |i| @closed_hours+= i.total_spent_hours }
+
+    @open_issues = @customer.issues
+      .joins(:status)
+      .includes(:status, :project, :tracker, :priority)
+      .where(issue_statuses: { is_closed: false })
+      .order(id: :desc)
+
+    @closed_issues = @customer.issues
+      .joins(:status)
+      .includes(:status, :project, :tracker, :priority)
+      .where(issue_statuses: { is_closed: true })
+      .order(id: :desc)
+
+    @hours = TimeEntry
+      .joins(:issue)
+      .where(issues: { id: @open_issues.select(:id) })
+      .sum(:hours)
+
+    @closed_hours = TimeEntry
+      .joins(:issue)
+      .where(issues: { id: @closed_issues.select(:id) })
+      .sum(:hours)
+
   rescue => e
-    log "Failed to load customer ##{params[:id]}: #{e.message}"
+    Rails.logger.error "Failed to load customer ##{params[:id]}: #{e.message}\n#{e.backtrace.join("\n")}"
     flash[:error] = e.message
     render_404
   end
@@ -98,8 +113,9 @@ class CustomersController < ApplicationController
   def edit
     @customer = Customer.find_by_id(params[:id])
     return render_404 unless @customer
-  rescue 
-    flash[:error] = t :notice_customer_not_found
+  rescue => e
+    log "Failed to edit customer"
+    flash[:error] = e.message
     render_404
   end
 

app/models/customer.rb

@@ -35,7 +35,20 @@ class Customer < ActiveRecord::Base
 
   # Returns the details of the customer. If the details have already been fetched, it returns the cached version. Otherwise, it fetches the details from QuickBooks Online and caches them for future use. This method is used to access the customer's information in a way that minimizes unnecessary API calls to QBO, improving performance and reducing latency.
   def details
-    @details ||= fetch_details
+    return (@details ||= Quickbooks::Model::Customer.new) if new_record?
+
+    @details ||= begin
+      xml = Rails.cache.fetch(details_cache_key, expires_in: 10.minutes) do
+        fetch_details.to_xml_ns
+      end
+
+      Quickbooks::Model::Customer.from_xml(xml)
+    end
+  end
+
+  # Generates a unique cache key for storing this customer's QBO details.
+  def details_cache_key
+    "customer:#{id}:qbo_details:#{updated_at.to_i}"
   end
 
   # Returns the customer's email address
@@ -49,6 +62,7 @@ class Customer < ActiveRecord::Base
     details
     @details.email_address = s
   end
+  
 
   # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
   def self.last_sync
@@ -164,9 +178,10 @@ class Customer < ActiveRecord::Base
 
   # Push the updates
   def save_with_push
-    qbo = QboConnectionService.current!
     log "Starting push for customer ##{self.id}..."
-    CustomerPushService.new(qbo: qbo, customer: self).push()
+    qbo = QboConnectionService.current!
+    CustomerService.new(qbo: qbo, customer: self).push()
+    Rails.cache.delete(details_cache_key)
     save_without_push
   end
 
@@ -180,16 +195,7 @@ class Customer < ActiveRecord::Base
     return Quickbooks::Model::Customer.new unless id.present?
     log "Fetching details for customer ##{id} from QBO..."
     qbo = QboConnectionService.current!
-    qbo.perform_authenticated_request do |access_token|
-      service = Quickbooks::Service::Customer.new(
-        company_id: qbo.realm_id,
-        access_token: access_token
-      )
-      service.fetch_by_id(id)
-    end
-  rescue => e
-    log "Fetch failed for #{id}: #{e.message}"
-    Quickbooks::Model::Customer.new
+    CustomerService.new(qbo: qbo, customer: self).pull()
   end
 
   # Log messages with the entity type for better traceability

app/services/customer_service.rb

@@ -8,7 +8,7 @@
 #
 #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 CustomerPushService
+class CustomerService
 
   # Initializes the service with a QBO client and an optional customer record. The QBO client is used to communicate with QuickBooks Online, while the customer record contains the data that needs to be pushed to QBO. If no customer is provided, the service will not perform any operations.
   def initialize(qbo:, customer: nil)
@@ -18,7 +18,24 @@ class CustomerPushService
     @customer = customer
   end
 
-  # Pushes the customer data to QuickBooks Online. This method handles the communication with QBO, including authentication and error handling. It uses the QBO client to send the customer data and logs the process for monitoring and debugging purposes. If the push is successful, it returns the customer record; otherwise, it logs the error and returns false.
+  # Pulls the customer data from QuickBooks Online. 
+  def pull
+    return Quickbooks::Model::Customer.new unless @customer.present?
+    log "Fetching details for customer ##{@customer.id} from QBO..."
+    qbo = QboConnectionService.current!
+    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(@customer.id)
+    end
+  rescue => e
+    log "Fetch failed for #{@customer.id}: #{e.message}"
+    Quickbooks::Model::Customer.new
+  end
+
+   # Pushes the customer data to QuickBooks Online. This method handles the communication with QBO, including authentication and error handling. It uses the QBO client to send the customer data and logs the process for monitoring and debugging purposes. If the push is successful, it returns the customer record; otherwise, it logs the error and returns false.
   def push
     log "Pushing customer ##{@customer.id} to QBO..."
 
@@ -39,7 +56,7 @@ class CustomerPushService
 
   # Log messages with the entity type for better traceability
   def log(msg)
-    Rails.logger.info "[CustomerPushService] #{msg}"
+    Rails.logger.info "[CustomerService] #{msg}"
   end
 
 end

app/views/customers/show.html.erb

@@ -46,8 +46,8 @@
   </div>
 
 <br/>
-<h3><%=@issues.open.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
-<%= render partial: 'issues/list_simple', locals: {issues: @issues.open} %>
+<h3><%=@open_issues.count%> <%=t(:label_open_issues)%> - <%=@hours.round(1)%> <%=t(:label_hours)%></h3>
+<%= render partial: 'issues/list_simple', locals: {issues: @open_issues.open} %>
 
 <h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%> - <%= @closed_hours.round(1)%> <%=t(:label_hours)%></h3>
 <%= render partial: 'issues/list_simple', locals: {issues: @closed_issues} %>

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 '2026.3.0'
+  version '2026.3.2'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings default: {empty: true}, partial: 'qbo/settings'

lib/redmine_qbo/hooks/issues_hook_listener.rb

@@ -21,8 +21,6 @@ module RedmineQbo
         f = context[:form]
         issue = context[:issue]
         project = context[:project]
-        log issue.inspect
-        log project.inspect
 
         # Customer Name Text Box with database backed autocomplete
         # onchange event will update the hidden customer_id field

lib/redmine_qbo/patches/pdf_patch.rb

@@ -260,8 +260,9 @@ module RedmineQbo
 
           # Check to see if there is an estimate attached, then combine them
           if issue.estimate
+            e_pdf, ref = EstimatePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: [issue.estimate.id])
             pdf = CombinePDF.parse(pdf.output, allow_optional_content: true)
-            pdf << CombinePDF.parse(issue.estimate.pdf)
+            pdf << CombinePDF.parse(e_pdf)
             return pdf.to_pdf
           end