2026.3.17

Note: breaking change, need to update settings

Gemfile

@@ -4,11 +4,5 @@ gem 'quickbooks-ruby'
 gem 'oauth2'
 gem 'roxml'
 gem 'will_paginate'
-gem 'rails-jquery-autocomplete'
-gem 'jquery-ui-rails'
 gem 'rexml'
 gem 'combine_pdf'
-
-group :assets do
-  gem 'coffee-rails'
-end

README.md

@@ -121,7 +121,6 @@ Available hooks:
 |--|--|--|
 View Hook|:pdf_left, { issue: issue }  | Used to add text to left side of PDF
 View Hook|:pdf_right, { issue: issue }  | Used to add text to right side of PDF
-Hook|process_invoice_custom_fields, { issue: issue, invoice: invoice }  | Used to process invoice custom fields
 View Hook|:show_customer_view_right, { customer: customer } | Used to show partials on right side of customer view
 Hook| :qbo_additional_entities | Used to add additional entites to be processed by the WebhookProcessJob
 Hook| :qbo_full_sync | Used to add a Class to be called by the QboSyncDispatcher

app/controllers/customers_controller.rb

@@ -30,40 +30,49 @@ 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?
+
+    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 add_customer
+    global_check_permission(:add_customers)
+  end
 
   def allowed_params
     params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
   end
 
-  # getter method for a customer's invoices
-  # used for customer autocomplete field / issue form
-  def filter_invoices_by_customer
-    @filtered_invoices = Invoice.all.where(customer_id: params[:selected_customer])
+  # 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
 
-  # getter method for a customer's estimates
-  # used for customer autocomplete field / issue form
-  def filter_estimates_by_customer
-    @filtered_estimates = Estimate.all.where(customer_id: params[:selected_customer])
-  end
-
-  # display a list of all customers
-  def index
-    if params[:search]
-      @customers = Customer.search(params[:search]).order(:name).paginate(page: params[:page])
-      if only_one_non_zero?(@customers)
-        redirect_to @customers.first
-      end
-    end
-  end
-
-  # initialize a new customer
-  def new
-    @customer = Customer.new
-  end
-
-  # create a new customer
   def create
     @customer = Customer.new(allowed_params)
     @customer.save
@@ -76,7 +85,79 @@ class CustomersController < ApplicationController
     redirect_to new_customer_path
   end
 
-  # display a specific customer
+  def edit
+    @customer = Customer.find_by_id(params[:id])
+    return render_404 unless @customer
+  rescue => e
+    log "Failed to edit customer"
+    flash[:error] = e.message
+    render_404
+  end
+
+  def filter_estimates_by_customer
+    @filtered_estimates = Estimate.all.where(customer_id: params[:selected_customer])
+  end
+
+  def filter_invoices_by_customer
+    @filtered_invoices = Invoice.all.where(customer_id: params[:selected_customer])
+  end
+
+  def index
+    if params[:search]
+      @customers = Customer.search(params[:search]).order(:name).paginate(page: params[:page])
+      if only_one_non_zero?(@customers)
+        redirect_to @customers.first
+      end
+    end
+  end
+
+  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)
+    @journals.select! { |journal| journal.notes? || journal.visible_details.any? }
+    @journals.reverse! if User.current.wants_comments_in_reverse_order?
+
+    @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)&.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
+  end
+
+  def log(msg)
+    Rails.logger.info "[CustomersController] #{msg}"
+  end
+
+  def new
+    @customer = Customer.new
+  end
+
+  def only_one_non_zero?(array)
+    found_non_zero = false
+    array.each do |val|
+      if val != 0
+        return false if found_non_zero
+        found_non_zero = true
+      end
+    end
+    found_non_zero
+  end
+
+  def share
+    issue = Issue.find(params[:id])
+    token = issue.share_token
+    redirect_to view_path(token.token)
+  rescue ActiveRecord::RecordNotFound
+    flash[:error] = t(:notice_issue_not_found)
+    render_404
+  end
+
   def show
     @customer = Customer.find_by_id(params[:id])
     return render_404 unless @customer
@@ -109,17 +190,11 @@ class CustomersController < ApplicationController
     render_404
   end
 
-  # return an HTML form for editing a customer
-  def edit
-    @customer = Customer.find_by_id(params[:id])
-    return render_404 unless @customer
-  rescue => e
-    log "Failed to edit customer"
-    flash[:error] = e.message
-    render_404
+  def sync
+    Customer.sync
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
   end
 
-  # update a specific customer
   def update
     @customer = Customer.find_by_id(params[:id])
     @customer.update(allowed_params)
@@ -131,108 +206,21 @@ class CustomersController < ApplicationController
     redirect_to edit_customer_path
   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])
-    token = issue.share_token
-    redirect_to view_path(token.token)
-  rescue ActiveRecord::RecordNotFound
-    flash[:error] = t(:notice_issue_not_found)
-    render_404
-  end
-  
-  # displays an issue for a customer with a provided security CustomerToken
   def view
     User.current = User.anonymous
-
-    # Load only active, non-expired token
     @token = CustomerToken.active.find_by(token: params[:token])
     return render_403 unless @token
-
-    # 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
-
     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)
-    @journals.select! { |journal| journal.notes? || journal.visible_details.any? }
-    @journals.reverse! if User.current.wants_comments_in_reverse_order?
-
-    @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)&.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
-  end
-
-  # redmine permission - add customers
-  def add_customer
-    global_check_permission(:add_customers)
-  end
-
-  # redmine permission - view customers
   def view_customer
     global_check_permission(:view_customers)
   end
 
-  # checks to see if there is only one item  in an array
-  # @return true if array only has one item
-  def only_one_non_zero?( array )
-    found_non_zero = false
-    array.each do |val|
-      if val!=0
-        return false if found_non_zero
-        found_non_zero = true
-      end
-    end
-    found_non_zero
-  end
-
-  # format a quickbooks address to a human readable string
-  def address_to_s(address)
-    return if address.nil?
-
-    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
+end

app/controllers/employees_controller.rb

@@ -7,10 +7,20 @@
 #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
+class EmployeesController < ApplicationController
+  include AuthHelper
 
-  def self.model_class
-    Estimate
+  before_action :require_user, unless: -> { session[:token].nil? }
+
+  def sync
+    Employee.sync
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
   end
 
+  private
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[EmployeeController] #{msg}"
+  end
 end

app/controllers/estimates_controller.rb

@@ -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? }
@@ -24,6 +24,11 @@ class EstimateController < ApplicationController
     render_pdf(@estimate)
   end
 
+  def sync
+    Estimate.sync
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
+  end
+
   private
 
   # Loads the estimate based on ID or doc number, with a fallback to sync if not found locally.
@@ -65,7 +70,7 @@ class EstimateController < ApplicationController
 
   # 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])
+    pdf, ref = PdfService.new(entity: Estimate).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}"

app/controllers/invoices_controller.rb

@@ -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? }
@@ -18,7 +18,7 @@ class InvoiceController < ApplicationController
     log "Processing request for #{request.original_url}"
 
     invoice_ids = Array(params[:invoice_ids] || params[:id])
-    pdf, ref = InvoicePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: invoice_ids)
+    pdf, ref = PdfService.new(entity: Invoice).fetch_pdf(doc_ids: invoice_ids)
 
     send_data pdf, filename: "invoice #{ref}.pdf", disposition: :inline, type: "application/pdf"
 
@@ -27,6 +27,11 @@ class InvoiceController < ApplicationController
     redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_invoice_not_found) }
   end
 
+  def sync
+    Invoice.sync
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
+  end
+
   private
 
   # Logs messages with a consistent prefix for easier debugging.

app/controllers/qbo_controller.rb

@@ -46,9 +46,13 @@ class QboController < ApplicationController
     redirect_to issue || root_path, flash: { error: e.message }
   end
 
-  # 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.
+  # Manual sync endpoint to trigger synchronization of QuickBooks entities
+  # with the local database. Supports full or partial sync depending on
+  # the `full_sync` boolean parameter.
   def sync
-    QboSyncDispatcher.full_sync!
+    full_sync = ActiveModel::Type::Boolean.new.cast(params[:full_sync])
+    QboSyncDispatcher.sync!(full_sync: full_sync)
+
     redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
   end
 

app/jobs/customer_sync_job.rb

@@ -1,36 +0,0 @@
-#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

@@ -1,36 +0,0 @@
-#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/invoice_sync_job.rb

@@ -1,36 +0,0 @@
-#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

@@ -11,29 +11,37 @@
 class QboSyncDispatcher
 
   SYNC_JOBS = [
-    CustomerSyncJob,
-    EstimateSyncJob,
-    InvoiceSyncJob,
-    EmployeeSyncJob
+    Customer,
+    Estimate,
+    Invoice,
+    Employee
   ].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!
+  # 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.sync!(full_sync: false)
+    log "Manual Sync initated for #{full_sync ? "full sync" : "incremental sync"}"
+    enque_jobs full_sync: full_sync
+  end
 
+  private
+
+  # Dynamically enques all sync jobs
+  def self.enque_jobs(full_sync: full_sync)
     jobs = SYNC_JOBS.dup
 
     # Allow other plugins to add addtional sync jobs via Hooks
     Redmine::Hook.call_hook( :qbo_full_sync ).each do |context|
         next unless context
-        jobs.push context
-        log "Added additionals QBO Sync Job for #{contex.to_s}"
+        Array(context).each do |entity|
+          jobs.push(entity)
+          log "Added additional QBO Sync Job for #{entity.to_s}"
+        end
     end
 
-    jobs.each { |job| job.perform_later(full_sync: true) }
+    jobs.each { |job| QboSyncJob.perform_later(entity: job, full_sync: full_sync) }
   end
 
-  private
-
   def self.log(msg)
     Rails.logger.info "[QboSyncDispatcher] #{msg}"
   end

app/jobs/qbo_sync_job.rb

@@ -8,23 +8,22 @@
 #
 #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
+class QboSyncJob < 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
+  # Perform a full sync of all records for the entity, or an incremental sync of only those updated since the last sync
+  def perform(full_sync: false, id: nil, entity: nil, doc_number: nil)
+    raise "An entity to sync is required" unless entity
+    @entity = entity
 
-    log "Starting #{full_sync ? 'full' : 'incremental'} sync for estimate ##{id || doc_number || 'all'}..."
-
-    service = EstimateSyncService.new(qbo: qbo)
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for #{entity} ##{id || doc_number || 'all'}..."
+    service = "#{entity}SyncService".constantize.new
 
     if id.present?
       service.sync_by_id(id)
     elsif doc_number.present?
-      service.sync_by_doc(doc_number)
+      service.sync_by_doc_number(doc_number)
     else
       service.sync(full_sync: full_sync)
     end
@@ -32,7 +31,8 @@ class EstimateSyncJob < ApplicationJob
 
   private
 
+  # Log messages with the entity type for better traceability
   def log(msg)
-    Rails.logger.info "[EstimateSyncJob] #{msg}"
+    Rails.logger.info "[#{@entity}SyncJob] #{msg}"
   end
 end

app/jobs/qbo_webhook_processor.rb

@@ -14,7 +14,7 @@ class QboWebhookProcessor
   def self.process!(request:)
     body = request.raw_post
     signature = request.headers['intuit-signature']
-    secret = Setting.plugin_redmine_qbo['settingsWebhookToken']
+    secret = RedmineQbo.webhook_token_secret
 
     raise "Invalid signature" unless valid_signature?(body, signature, secret)
 

app/jobs/webhook_process_job.rb

@@ -47,8 +47,10 @@ class WebhookProcessJob < ActiveJob::Base
     # Allow other plugins to add addtional qbo entities via Hooks
     Redmine::Hook.call_hook( :qbo_additional_entities ).each do |context|
         next unless context
-        entities.push context
-        log "Added additional QBO entities: #{context}"
+        Array(context).each do |entity|
+          entities.push(entity)
+          log "Added additional QBO entity #{entity}"
+        end
     end
     return unless entities.include?(name)
 

app/models/concerns/quickbooks_oauth.rb

@@ -75,11 +75,8 @@ module QuickbooksOauth
     # 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']
-      oauth_consumer_secret = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
-
       # Are we are playing in the sandbox?
-      Quickbooks.sandbox_mode = Setting.plugin_redmine_qbo[:sandbox] ? true : false
+      Quickbooks.sandbox_mode = RedmineQbo.sandbox_mode?
       log "Sandbox mode: #{Quickbooks.sandbox_mode}"
 
       options = {
@@ -87,7 +84,7 @@ module QuickbooksOauth
         authorize_url: "https://appcenter.intuit.com/connect/oauth2",
         token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer"
       }
-      OAuth2::Client.new(oauth_consumer_key, oauth_consumer_secret, options)
+      OAuth2::Client.new(RedmineQbo.oauth_consumer_key, RedmineQbo.oauth_consumer_secret, options)
     end
 
   end

app/models/customer.rb

@@ -19,6 +19,7 @@ class Customer < QboBaseModel
   validates_presence_of :name
   before_validation :normalize_phone_numbers
   self.primary_key = :id
+  qbo_sync push: true
   
   acts_as_searchable columns: %w[name phone_number mobile_phone_number ],
                      scope: ->(_context) { left_joins(:project) },
@@ -32,14 +33,12 @@ class Customer < QboBaseModel
 
   # Returns the customer's email address
   def email
-    details
-    return @details&.email_address&.address
+    return details&.email_address&.address
   end
   
   # Updates the customer's email address
   def email=(s)
-    details
-    @details.email_address = s
+    details.email_address = s
   end
   
   # Customers are not bound by a project
@@ -50,22 +49,19 @@ class Customer < QboBaseModel
 
   # returns the customer's mobile phone
   def mobile_phone
-    details
-    return @details&.mobile_phone&.free_form_number
+    return details&.mobile_phone&.free_form_number
   end
   
   # Updates the custome's mobile phone number
   def mobile_phone=(n)
-    details
     pn = Quickbooks::Model::TelephoneNumber.new
     pn.free_form_number = n
-    @details.mobile_phone = pn
+    details.mobile_phone = pn
   end
 
   # Updates Both local DB name & QBO display_name
   def name=(s)
-    details
-    @details.display_name = s
+    details.display_name = s
     super
   end
 
@@ -77,22 +73,19 @@ class Customer < QboBaseModel
 
   # Sets the notes for the customer
   def notes=(s)
-    details
-    @details.notes = s
+    details.notes = s
   end
 
   # returns the customer's primary phone
   def primary_phone
-    details
-    return @details&.primary_phone&.free_form_number
+    return details&.primary_phone&.free_form_number
   end
   
   # Updates the customer's primary phone number
   def primary_phone=(n)
-    details
     pn = Quickbooks::Model::TelephoneNumber.new
     pn.free_form_number = n
-    @details.primary_phone = pn
+    details.primary_phone = pn
   end
 
   # Seach for customers by name or phone number

app/models/employee.rb

@@ -13,5 +13,6 @@ class Employee < QboBaseModel
   has_many :users
   validates_presence_of :id, :name
   self.primary_key = :id
+  qbo_sync push: false
   
 end

app/models/estimate.rb

@@ -14,15 +14,16 @@ class Estimate < QboBaseModel
   belongs_to :customer 
   validates_presence_of :doc_number, :id
   self.primary_key = :id
+  qbo_sync push: false
 
   # returns a human readable string
   def to_s
     return self[:doc_number]
   end
 
-  # sync only one estimate
+  # sync only one estimate by document number
   def self.sync_by_doc_number(number)
-    EstimateSyncJob.perform_later(doc_number: number)
+    QboSyncJob.perform_later(entity: model_name.name, doc_number: number)
   end
   
 end

app/models/invoice.rb

@@ -15,6 +15,7 @@ class Invoice < QboBaseModel
   validates :id, presence: true, uniqueness: true
   validates :doc_number, :txn_date, presence: true
   self.primary_key = :id
+  qbo_sync push: false
 
   # Return the invoice's document number as its string representation
   def to_s

app/models/qbo.rb

@@ -14,6 +14,26 @@ class Qbo < ActiveRecord::Base
   include Redmine::I18n
 
   validate :single_record_only, on: :create
+
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
+  def self.last_sync
+    qbo = QboConnectionService.current!
+    format_time(qbo.last_sync)
+  rescue
+    return I18n.t(:label_qbo_never_synced)
+  end
+
+  def self.oauth2_access_token_expires_at
+    QboConnectionService.current!.oauth2_access_token_expires_at
+  rescue
+    return I18n.t(:label_qbo_never_synced)
+  end
+
+  def self.oauth2_refresh_token_expires_at
+    QboConnectionService.current!.oauth2_refresh_token_expires_at
+  rescue
+    return I18n.t(:label_qbo_never_synced)
+  end
   
   # Updates last sync time stamp
   def self.update_time_stamp
@@ -24,13 +44,6 @@ class Qbo < ActiveRecord::Base
     qbo.save
   end
   
-  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
-  def self.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.

app/models/qbo_base_model.rb

@@ -14,10 +14,10 @@ class QboBaseModel < ActiveRecord::Base
 
   self.abstract_class = true
   validates_presence_of :id
-
+  class_attribute :qbo_push_enabled, default: true
   attr_accessor :skip_qbo_push
-  before_validation :push_to_qbo, on: :create
-  after_commit :push_to_qbo, on: :update, unless: :skip_qbo_push?
+  before_validation :push_to_qbo, on: :create, if: :push_to_qbo?
+  after_commit :push_to_qbo, on: :update, if: :push_to_qbo?
 
   # Returns the details of the entity. 
   # If the details have already been fetched, it returns the cached version. 
@@ -55,7 +55,14 @@ class QboBaseModel < ActiveRecord::Base
     end
   end
 
-  # Repsonds to missing methods by delegating to the QBO customer details object if the method is defined there.
+  def push_to_qbo?
+    log "qbo_push_enabled #{self.class.qbo_push_enabled}"
+    log "skip_qbo_push #{skip_qbo_push}"
+
+    self.class.qbo_push_enabled && skip_qbo_push != true
+  end
+
+  # Repsonds to missing methods by delegating to the QBO entity calss if the method is defined there.
   # This allows for dynamic access to any attributes or methods of the QBO customer without having to explicitly define them in the Subclass model, providing flexibility and reducing boilerplate code.
   def respond_to_missing?(method_name, include_private = false)
     qbo_model_class.method_defined?(method_name) || super
@@ -63,22 +70,27 @@ class QboBaseModel < ActiveRecord::Base
 
   # Sync all entities, typically triggered by a scheduled task or manual sync request
   def self.sync
-    job = "#{model_name.name}SyncJob".constantize
-    job.perform_later(full_sync: true)
+    QboSyncJob.perform_later(entity: model_name.name, full_sync: true)
   end
 
   # Sync a single entity by ID, typically triggered by a webhook notification or manual sync request
   def self.sync_by_id(id)
-    job = "#{model_name.name}SyncJob".constantize
-    job.perform_later(id: id)
+    QboSyncJob.perform_later(entity: model_name.name, id: id)
   end
 
+  # Flag used to update local without pushing to QBO.
+  # This is used to prevent loops with the webhook
   def skip_qbo_push?
-    !!skip_qbo_push
+     !!skip_qbo_push
+  end
+
+  def self.qbo_sync(push: true)
+    self.qbo_push_enabled = push
   end
 
   private
   
+  # Log messages with a standarized prefix
   def log(msg)
     Rails.logger.info "[#{model_name.name}] #{msg}"
   end
@@ -86,22 +98,23 @@ class QboBaseModel < ActiveRecord::Base
   # Fetches the entity's details from QuickBooks Online. 
   def fetch_details
     log "Fetching details for #{model_name.name} ##{id} from QBO..."
-    qbo = QboConnectionService.current!
-    service_class.new(qbo: qbo, local: self).pull()
+    service_class.new(local: self).pull()
   end
 
+  # Pushs the entity's details from QuickBooks Online.
   def push_to_qbo
     log "Starting push for #{model_name.name} ##{id}..."
-    qbo = QboConnectionService.current!
-    reslut = service_class.new(qbo: qbo, local: self).push
+    reslut = service_class.new(local: self).push
     Rails.cache.delete(details_cache_key)
     return reslut
   end
 
+  # Dynamically get the Quickbooks Model Class
   def qbo_model_class
     @qbo_model_class ||= "Quickbooks::Model::#{model_name.name}".constantize
   end
 
+  # Dynamically get the Service Class
   def service_class
     @service_class ||= "#{model_name.name}Service".constantize
   end

app/services/customer_sync_service.rb

@@ -17,16 +17,13 @@ class CustomerSyncService < SyncServiceBase
     Customer
   end
 
-  # Determine if the remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
-  def destroy_remote?(remote)
+  # Determine if the local entity should be deleted (e.g. if it's marked inactive in QBO)
+  def destroy_local?(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
+  map_attribute :name, :display_name
+  map_phone :phone_number, :primary_phone
+  map_phone :mobile_phone_number, :mobile_phone
 
 end

app/services/employee_sync_service.rb

@@ -17,14 +17,11 @@ class EmployeeSyncService < SyncServiceBase
     Employee
   end
 
-  # Determine if the remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
-  def destroy_remote?(remote)
+  # Determine if the local entity should be deleted (e.g. if it's marked inactive in QBO)
+  def destroy_local?(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
+  map_attribute :name, :display_name
 
 end

app/services/estimate_sync_service.rb

@@ -9,6 +9,14 @@
 #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
+
+  # sync only one estimate
+  def sync_by_doc_number(number)
+    log "Syncing estimate by doc number #{number}"
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
+      persist(service.find_by( :doc_number, number).first)
+    end
+  end
   
   private
 
@@ -17,11 +25,7 @@ class EstimateSyncService < SyncServiceBase
     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
+  map_attributes :doc_number, :txn_date
+  map_belongs_to :customer
 
 end

app/services/invoice_attachment_service.rb

@@ -29,8 +29,6 @@ class InvoiceAttachmentService
         issue.save! if issue.changed?
         log "Attached invoice ##{@invoice.id} to issue ##{issue.id}"
       end
-
-      InvoiceCustomFieldSyncService.new(issue, @invoice, @remote).sync
     end
   end
 

app/services/invoice_custom_field_sync_service.rb

@@ -1,69 +0,0 @@
-#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

@@ -1,16 +0,0 @@
-#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_sync_service.rb

@@ -16,20 +16,15 @@ class InvoiceSyncService < SyncServiceBase
   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
+
+  map_attributes :balance, :doc_number, :due_date, :txn_date
+  map_attribute :total_amount, :total
+  map_attribute :qbo_updated_at, "meta_data.last_updated_time"
+  map_belongs_to :customer
+
 end

app/services/pdf_service.rb

@@ -7,30 +7,21 @@
 #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
+class PdfService
   
   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
+  def initialize(entity: entity)
+    raise "An entity to sync is required" unless entity
+    @entity = entity
   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)
-      
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
       return single_pdf(service, doc_ids.first) if doc_ids.size == 1
-
       combined_pdf(service, doc_ids)
     end
   end

app/services/qbo_connection_service.rb

@@ -10,6 +10,11 @@
 
 class QboConnectionService
 
+  # Returns the current QBO connection record. Raises an error if no connection exists.
+  def self.current!
+    Qbo.first || raise("QBO not connected")
+  end
+
   # 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
@@ -24,9 +29,14 @@ class QboConnectionService
     end
   end
 
-  # Returns the current QBO connection record. Raises an error if no connection exists.
-  def self.current!
-    Qbo.first || raise("QBO not connected")
+  # Performs authenticaed requests with QBO service
+  def self.with_qbo_service(entity: nil)
+    qbo = current!
+    raise "An entity to sync is required" unless entity
+    service_class ||= "Quickbooks::Service::#{entity}".constantize
+    qbo.perform_authenticated_request do |access_token|
+      service = service_class.new( company_id: qbo.realm_id, access_token: access_token )
+      yield service
+    end
   end
-
 end

app/services/qbo_oauth_service.rb

@@ -10,7 +10,8 @@
 
 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.
+  # 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,
@@ -20,7 +21,8 @@ class QboOauthService
     )
   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.
+  # 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 )

app/services/service_base.rb

@@ -13,11 +13,9 @@ class ServiceBase
   # Subclasses should Initializes the service with a QBO client and a local record. 
   # The QBO client is used to communicate with QuickBooks Online, while the local record contains the data that needs to be pushed to QBO. 
   # If no local is provided, the service will not perform any operations.
-  def initialize(qbo:, local: nil)
-    raise "No QBO configuration found" unless qbo
-    raise "#{@entity} record is required for push operation" unless local
-    @qbo = qbo
+  def initialize(local: nil)
     @entity = local.class.name
+    raise "#{@entity} record is required for push operation" unless local
     @local = local
   end
 
@@ -31,13 +29,7 @@ class ServiceBase
     return build_qbo_remote unless @local.present?
     return build_qbo_remote unless @local.id
     log "Fetching details for #{@entity} ##{@local.id} from QBO..."
-    qbo = QboConnectionService.current!
-    qbo.perform_authenticated_request do |access_token|
-      service_class = "Quickbooks::Service::#{@entity}".constantize
-      service = service_class.new(
-        company_id: qbo.realm_id,
-        access_token: access_token
-      )
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
       service.fetch_by_id(@local.id)
     end
   rescue => e
@@ -51,13 +43,7 @@ class ServiceBase
    # If the push is successful, it returns the remote record; otherwise, it logs the error and returns false.
   def push
     log "Pushing #{@entity} ##{@local.id} to QBO..."
-
-    remote = @qbo.perform_authenticated_request do |access_token|
-      service_class = "Quickbooks::Service::#{@entity}".constantize
-      service = service_class.new( 
-        company_id: @qbo.realm_id, 
-        access_token: access_token 
-      )
+    remote = QboConnectionService.with_qbo_service(entity: @entity) do |service|
       if @local.id.present?
         log "Updating #{@entity}"
         service.update(@local.details)
@@ -66,10 +52,9 @@ class ServiceBase
         service.create(@local.details)
       end
     end
-
     @local.id = remote.id unless @local.persisted?
     log "Push for remote ##{@local.id} completed."
-    return @local
+    @local
   end
 
   private 

app/services/sync_service_base.rb

@@ -12,9 +12,7 @@ class SyncServiceBase
   PAGE_SIZE = 1000
 
   # Subclasses should initialize with a QBO client instance
-  def initialize(qbo:)
-    raise "No QBO configuration found" unless qbo
-    @qbo = qbo
+  def initialize()
     @entity = self.class.model_class
     @page_size = self.class.page_size 
   end
@@ -32,17 +30,11 @@ class SyncServiceBase
   # 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 with page size of: #{@page_size}"
-
-    @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)
-
-      query = build_query(full_sync)
-
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
+      query = build_query(full_sync)  
       service.query_in_batches(query, per_page: @page_size) do |batch|
         entries = Array(batch)
         log "Processing batch of #{entries.size} #{@entity.name}"
-
         entries.each do |remote|
           persist(remote)
         end
@@ -55,10 +47,7 @@ class SyncServiceBase
   # Sync a single entity by its QBO ID (webhook usage)
   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)
+    QboConnectionService.with_qbo_service(entity: @entity) do |service|
       remote = service.fetch_by_id(id)
       persist(remote)
     end
@@ -66,6 +55,10 @@ class SyncServiceBase
 
   private
 
+  def attach_documents(local, remote)
+    # Override in subclasses if the entity has attachments (e.g. Invoice)
+  end
+
   # Builds a QBO query for retrieving entities
   def build_query(full_sync)
     if full_sync
@@ -81,13 +74,125 @@ class SyncServiceBase
     end
   end
 
-  def attach_documents(local, remote)
-    # Override in subclasses if the entity has attachments (e.g. Invoice)
+  # Determine if a remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
+  def destroy_local?(remote)
+    false
   end
 
-  # Determine if a remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
-  def destroy_remote?(remote)
-    false
+  def extract_value(remote, remote_attr)
+    case remote_attr
+    when Proc
+      remote_attr.call(remote)
+    else
+      remote.public_send(remote_attr)
+    end
+  end
+
+  # Attribute Mapping DSL
+  #
+  # This DSL defines how attributes from a QuickBooks Online (QBO) entity
+  # are mapped onto a local ActiveRecord model during synchronization.
+  #
+  # Each mapping registers a lambda in `attribute_map`. When a remote QBO
+  # object is processed, the lambda is executed to extract and transform
+  # the value that will be assigned to the local model attribute.
+  #
+  # The DSL supports several mapping patterns:
+  #
+  # 1. Direct attribute mapping (same name)
+  #
+  #      map_attribute :doc_number
+  #
+  #    Equivalent to:
+  #
+  #      local.doc_number = remote.doc_number
+  #
+  # 2. Renamed attribute mapping
+  #
+  #      map_attribute :total_amount, :total
+  #
+  #    Equivalent to:
+  #
+  #      local.total_amount = remote.total
+  #
+  # 3. Custom transformation logic
+  #
+  #      map_attribute :qbo_updated_at do |remote|
+  #        remote.meta_data&.last_updated_time
+  #      end
+  #
+  #    Useful for nested fields or computed values.
+  #
+  # 4. Bulk attribute mapping
+  #
+  #      map_attributes :doc_number, :txn_date, :due_date
+  #
+  #    Convenience helper that maps multiple attributes with identical names.
+  #
+  # 5. Foreign key / reference mapping
+  #
+  #      map_belongs_to :customer
+  #
+  #    Resolves a QBO reference object (e.g. `customer_ref.value`) and finds
+  #    the associated local ActiveRecord model.
+  #
+  # 6. Specialized helpers
+  #
+  #      map_phone :phone_number, :primary_phone
+  #
+  #    Extracts and normalizes phone numbers by stripping non-digit characters.
+  #
+  # Internally, the mappings are stored in `attribute_map` and executed by the
+  # SyncService during `process_attributes`, which iterates through each mapping
+  # and assigns the computed value to the local record.
+  #
+  # This design keeps synchronization services declarative, readable, and easy
+  # to extend while centralizing transformation logic in a single DSL.
+  class << self
+
+    def map_attributes(*attrs)
+      attrs.each do |attr|
+        map_attribute(attr)
+      end
+    end
+
+
+    def map_attribute(local_attr, remote_attr = nil, &block)
+      attribute_map[local_attr] =
+        if block_given?
+          block
+        elsif remote_attr
+          ->(remote) do
+            remote_attr.to_s.split('.').reduce(remote) do |obj, method|
+              obj&.public_send(method)
+            end
+          end
+        else
+          ->(remote) { remote.public_send(local_attr) }
+        end
+    end
+
+    def attribute_map
+      @attribute_map ||= {}
+    end
+
+    def map_belongs_to(local_attr, ref: nil, model: nil)
+      ref ||= "#{local_attr}_ref"
+      model ||= local_attr.to_s.classify.constantize
+
+      attribute_map[local_attr] = lambda do |remote|
+        ref_obj = remote.public_send(ref)
+        id = ref_obj&.value
+        id ? model.find_by(id: id) : nil
+      end
+    end
+
+    def map_phone(local_attr, remote_attr)
+      attribute_map[local_attr] = lambda do |remote|
+        phone = remote.public_send(remote_attr)
+        phone&.free_form_number&.gsub(/\D/, '')
+      end
+    end
   end
 
   # Log messages with the entity type for better traceability
@@ -98,8 +203,8 @@ class SyncServiceBase
   # 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 destroy_local?(remote)
       if local.persisted?
         local.destroy
         log "Deleted #{@entity.name} #{remote.id}"
@@ -108,11 +213,12 @@ class SyncServiceBase
     end
 
     process_attributes(local, remote)
-
-    if local.changed?
+    
+    if local.new_record? || local.changed?
+      was_new = local.new_record?
       local.skip_qbo_push = true
-      local.save
-      log "Updated #{@entity.name} #{remote.id}"
+      local.save!
+      log "#{was_new ? 'Created' : 'Updated'} #{@entity.name} #{remote.id}"
       attach_documents(local, remote)
     end
 
@@ -120,8 +226,16 @@ class SyncServiceBase
     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
+  # Maps remote attributes to local model
   def process_attributes(local, remote)
-    raise NotImplementedError, "Subclasses must implement process_attributes"
+    log "Processing #{@entity} ##{remote.id}"
+
+    self.class.attribute_map.each do |local_attr, mapper|
+      value = mapper.call(remote)
+
+      if local.public_send(local_attr) != value
+        local.public_send("#{local_attr}=", value)
+      end
+    end
   end
 end

app/views/customers/_form.html.erb

@@ -7,7 +7,7 @@
         <div class="clearfix">
           <%=t(:label_display_name)%> 
           <div class="input">
-            <%= f.text_field :name, required: true, autocomplete: "off" %>
+            <%= f.text_field :name, required: true, class: "customer-name", autocomplete: "off", data: { autocomplete_url: "/customers/autocomplete" } %>
           </div>
         </div>
         

app/views/customers/_search.html.erb

@@ -1,5 +1,6 @@
 <%= form_tag(customers_path, method: "get", id: "customer-search-form") do %>
-    <%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), autocomplete: "off" %>
+    <%= text_field_tag :search, params[:search], class: "customer-name", placeholder: t(:label_search_customers), autocomplete: "off", data: { autocomplete_url: "/customers/autocomplete" } %>
     <%= submit_tag t(:label_search) %>
 <% end %>
 <%= button_to t(:label_new_customer), new_customer_path, method: :get%>
+<%= button_to(t(:label_sync), qbo_sync_path, method: :get) if User.current.admin?%>

app/views/customers/show.html.erb

@@ -1,4 +1,4 @@
-<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= link_to @customer.to_s, "https://#{Setting.plugin_redmine_qbo[:sandbox] ? "sandbox" : "app"}.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
+<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= link_to @customer.to_s, "https://#{RedmineQbo.sandbox_mode? ? "sandbox" : "app"}.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
   <div class="issue">
 
     <div class="splitcontent">

app/views/qbo/_settings.html.erb

@@ -1,111 +1,79 @@
-<!--
-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.
--->
-
-<!-- somewhere in your document include the Javascript -->
 <script type="text/javascript" src="https://appcenter.intuit.com/Content/IA/intuit.ipp.anywhere.js"></script>
-
-<!-- configure the Intuit object: 'grantUrl' is a URL in your application which kicks off the flow, see below -->
 <script>
   intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_authenticate_path %>'});
 </script>
 
-<table >
-  <tbody>
+<div class="box tabular">
+  <p>
+    <label><%= t(:label_client_id) %></label>
+    <%= text_field_tag 'settings[oauth_consumer_key]', settings[:oauth_consumer_key], size: 50 %>
+  </p>
+
+  <p>
+    <label><%= t(:label_client_secret) %></label>
+    <%= password_field_tag 'settings[oauth_consumer_secret]', settings[:oauth_consumer_secret], size: 50 %>
+  </p>
   
-    <tr>
-      <th><%=t(:label_client_id)%></th>
-      <td>
-        <input 
-          type="text" 
-          style="width:350px" 
-          id="settingsOAuthConsumerKey" 
-          value="<%= settings['settingsOAuthConsumerKey'] %>" 
-          name="settings[settingsOAuthConsumerKey]" >
-      </td>
-    </tr>
+  <p>
+    <label><%= t(:label_webhook_token) %></label>
+    <%= text_field_tag 'settings[webhook_token]', settings[:webhook_token], size: 50 %>
+  </p>
 
-    <tr>
-      <th><%=t(:label_client_secret)%></th>
-      <td>
-        <input 
-          type="text" 
-          style="width:350px" 
-          id="settingsOAuthConsumerSecret"
-          value="<%= settings['settingsOAuthConsumerSecret'] %>"
-          name="settings[settingsOAuthConsumerSecret]" >
-      </td>
-    </tr>
-    
-    <tr>
-      <th><%=t(:label_webhook_token)%></th>
-      <td>
-        <input 
-          type="text" 
-          style="width:350px" 
-          id="settingsWebhookToken"
-          value="<%= settings['settingsWebhookToken'] %>"
-          name="settings[settingsWebhookToken]" >
-      </td>
-    </tr>
+  <p>
+    <label><%= t(:label_sandbox) %></label>
+    <%= check_box_tag 'settings[sandbox]', 1, settings[:sandbox] %>
+  </p>
 
-    <tr>
-      <th><%=t(:label_sandbox)%></th>
-      <td>
-        <%= check_box_tag 'settings[sandbox]', @settings[:sandbox], @settings[:sandbox] %>
-      </td>
-    </tr>
+  <hr />
 
-     <tr>
-        <th><%=t(:label_oauth_expires)%></th>
-        <td><%= QboConnectionService.current!&.oauth2_access_token_expires_at %>
-      </tr>
-      
-      <tr>
-        <th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
-        <td><%= QboConnectionService.current!&.oauth2_refresh_token_expires_at %>
-     </tr>
+  <p>
+    <label><%= t(:label_oauth_expires) %></label>
+    <span class="icon <%= Qbo.oauth2_access_token_expires_at&.future? ? 'icon-ok' : 'icon-warning' %>">
+      <%= Qbo.oauth2_access_token_expires_at || 'N/A' %>
+    </span>
+  </p>
 
-  </tbody>
-</table>
+  <p>
+    <label><%= t(:label_customer_count) %></label>
+    <%= Customer.count %> 
+    <em style="color: #777; font-size: 0.9em; margin-left: 8px;">(@ <%= Customer.last_sync %>)</em>
+  </p>
 
-<br/>
-<%=t(:label_oauth_note)%>
-<br/>
-<br/>
+  <p>
+    <label><%= t(:label_employee_count) %></label>
+    <%= Employee.count %> 
+    <em style="color: #777; font-size: 0.9em; margin-left: 8px;">(@ <%= Employee.last_sync %>)</em>
+  </p>
 
-<!-- this will display a button that the user clicks to start the flow -->
-<ipp:connectToIntuit></ipp:connectToIntuit>
+  <p>
+    <label><%= t(:label_invoice_count) %></label>
+    <%= Invoice.count %> 
+    <em style="color: #777; font-size: 0.9em; margin-left: 8px;">(@ <%= Item.last_sync %>)</em>
+  </p>
 
-<br/>
-<br/>
+  <p>
+    <label><%= t(:label_estimate_count) %></label>
+    <%= Estimate.count %> 
+    <em style="color: #777; font-size: 0.9em; margin-left: 8px;">(@ <%= Account.last_sync %>)</em>
+  </p>
 
-<div>
-    <b><%=t(:label_customer_count)%>:</b> <%= Customer.count%> @ <%= Customer.last_sync %>
-    </div>
-      
-    <div>
-        <b><%=t(:label_employee_count)%>:</b> <%= Employee.count %> @ <%= Employee.last_sync %>
-    </div>
-    
-    <div>
-        <b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %> @ <%= Invoice.last_sync%>
-    </div>
-    
-    <div>
-        <b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %> @ <%= Estimate.last_sync %>
-    </div>
-      
-    <br/>
-    
-    <div>
-        <b><%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to t(:label_sync_now), qbo_sync_path %>
+  <p>
+    <label><%= t(:label_last_sync) %> (QBO)</label>
+    <%= Qbo.exists? ? Qbo.last_sync : 'Never synced' %>
+  </p>
 </div>
+
+<fieldset class="box">
+  <legend>Management & Synchronization</legend>
+  
+  <div style="margin-bottom: 20px;">
+    <ipp:connectToIntuit></ipp:connectToIntuit>
+  </div>
+
+  <div style="margin-bottom: 15px;">
+    <%= 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, class: 'button icon icon-reload' %>
+    <%= link_to t(:label_sync_now_estimate), estimates_sync_path, class: 'button icon icon-reload' %>
+  </div>
+</fieldset>

assets/javascripts/autocomplete-rails.js

@@ -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);

assets/javascripts/autocomplete.js

@@ -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
+          $("#customer_id").val(ui.item.id); // hidden ID
+
+          // trigger Redmine form update safely
+          setTimeout(function() {
+            $("#customer_id").trigger("change");
+          }, 0);
+
+          return false;
+        },
+
+        change: function(event, ui) {
+          // clear hidden field if no valid selection
+          if (!ui.item && !$input.val()) {
+            $("#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);
+  });
+
+})();

assets/stylesheets/autocomplete.css

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

config/locales/en.yml

@@ -82,6 +82,10 @@ en:
   label_shipping_address: "Shipping Address"
   label_sync: "Sync"
   label_sync_now: "Sync Now"
+  label_sync_now_customers: "Sync Customers"
+  label_sync_now_employees: "Sync Employees"
+  label_sync_now_invoices: "Sync Invoices"
+  label_sync_now_estimate: "Sync Estimates"
   label_syncing: "Syncing QuickBooks"
   label_trim: "Trim"
   label_webhook_token: "Intuit QBO Webhook Token"

config/routes.rb

@@ -14,14 +14,17 @@ get 'qbo/oauth_callback', to: 'qbo#oauth_callback'
 
 #manual sync
 get 'qbo/sync', to: 'qbo#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/:id', to: 'estimate#show', as: :estimate
-get 'estimates/doc/', to: 'estimate#doc', as: :estimate_doc
-get 'invoices/:id', to: 'invoice#show', as: :invoice
+get 'estimates/:id', to: 'estimates#show', as: :estimate
+get 'estimates/doc/', to: 'estimates#doc', as: :estimate_doc
+get 'invoices/:id', to: 'invoices#show', as: :invoice
 
 #manual billing
 get 'bill/:id', to: 'qbo#bill', as: :bill
@@ -35,5 +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
-end
+  collection do
+    get :autocomplete
+    get :sync
+  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 '2026.3.6'
+  version '2026.3.17'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings default: {empty: true}, partial: 'qbo/settings'
@@ -43,10 +43,4 @@ Redmine::Plugin.register :redmine_qbo do
 
 end
 
-# Dynamically load all Hooks & Patches recursively
-base_dir = File.join(File.dirname(__FILE__), 'lib')
-
-# '**' looks inside subdirectories, '*.rb' matches Ruby files
-Dir.glob(File.join(base_dir, '**', '*.rb')).sort.each do |file|
-  require file
-end
+RedmineQbo.setup

lib/redmine_qbo.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 - 2026 rick barrette
+#Copyright (c) 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:
 #
@@ -8,40 +8,48 @@
 #
 #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
+module RedmineQbo
+  def self.setup
+    # === Models ===
+    Issue.prepend RedmineQbo::Patches::IssuePatch
+    User.prepend RedmineQbo::Patches::UserPatch
+
+    # === Queries ===
+    IssueQuery.prepend RedmineQbo::Patches::QueryPatch
+    TimeEntryQuery.prepend RedmineQbo::Patches::TimeEntryQueryPatch
+
+    # === Controllers ===
+    RedmineQbo::Patches::IssuesControllerPatch.apply
+    RedmineQbo::Patches::AttachmentsControllerPatch.apply
+
+    # === Helpers / Exports ===
+    Redmine::Export::PDF::IssuesPdfHelper.prepend RedmineQbo::Patches::PdfPatch
+
+    # === Hooks ===
+    RedmineQbo::Hooks::IssuesHookListener
+    RedmineQbo::Hooks::UsersShowHookListener
+    RedmineQbo::Hooks::ViewHookListener
+  end
+
+  def self.settings
+    Setting.plugin_redmine_qbo
+  end
+
+  def self.oauth_consumer_key
+    settings[:oauth_consumer_key]
+  end
   
-  def initialize(invoice)
-    @invoice = invoice
+  def self.oauth_consumer_secret
+    settings[:oauth_consumer_secret]
   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)
+  def self.sandbox_mode?
+    settings[:sandbox] ? true : false
   end
 
-  private
-
-  def log(msg)
-    Rails.logger.info "[InvoicePushService] #{msg}"
+  def self.webhook_token_secret
+    settings[:webhook_token]
   end
+
+
 end

lib/redmine_qbo/hooks/issues_hook_listener.rb

@@ -23,13 +23,12 @@ 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,
+          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:
@@ -47,7 +46,7 @@ module RedmineQbo
         # 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
         customer_id = f.hidden_field :customer_id,
-          id: "issue_customer_id",
+          id: "customer_id",
           onchange: js_path.html_safe
 
         # Generate the drop down list of quickbooks estimates owned by the selected customer

lib/redmine_qbo/hooks/view_hook_listener.rb

@@ -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
 

lib/redmine_qbo/patches/attachments_controller_patch.rb

@@ -8,41 +8,32 @@
 #
 #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.
 
-require_dependency 'attachments_controller'
-
 module RedmineQbo
   module Patches
-
     module AttachmentsControllerPatch
+      module Helper
+        # Check if login is globally required to access the application
+        def check_if_login_required
+          # Return true if the user is already logged in
+          return true if User.current.logged?
 
-      def self.included(base)
+          # Pull up the attachment and verify if we have a valid token for the issue
+          attachment = Attachment.find_by(id: params[:id])
+          return require_login if attachment.nil?
 
-        base.class_eval do
+          token = CustomerToken.where("token = ? AND expires_at > ?", session[:token], Time.current).first
+          return true if token&.issue_id == attachment.container_id
 
-          # check if login is globally required to access the application
-          def check_if_login_required
-            # no check needed if user is already logged in
-            return true if User.current.logged?
-            
-            # Pull up the attachmet, & verify if we have a valid token for the Issue
-            attachment = Attachment.find(params[:id])
-            token = CustomerToken.where("token = ? and expires_at > ?", session[:token], Time.now)
-            token = token.first
-            unless token.nil?
-              return true if token.issue_id == attachment.container_id
-            end
-            
-            require_login if Setting.login_required?
-          end
-          
+          # Default to requiring login if all else fails
+          require_login if Setting.login_required?
         end
-
       end
 
-    end   
-
-    # Add module to AttachmentsController
-    AttachmentsController.send(:include, AttachmentsControllerPatch)
-
+      def self.apply
+        AttachmentsController.class_eval do
+          helper Helper
+        end
+      end
+    end
   end
 end

lib/redmine_qbo/patches/issue_patch.rb

@@ -8,60 +8,39 @@
 #
 #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.
 
-require_dependency 'issue'
-
 module RedmineQbo
   module Patches
     module IssuePatch
+      extend ActiveSupport::Concern
 
-      def self.included(base)
-        base.extend(ClassMethods)
-        base.send(:include, InstanceMethods)
+      prepended do
+        belongs_to :customer, class_name: 'Customer', foreign_key: :customer_id, optional: true
+        belongs_to :customer_token, primary_key: :id, optional: true
+        belongs_to :estimate, primary_key: :id, optional: true
+        has_and_belongs_to_many :invoices
 
-        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_commit :enqueue_billing, on: :update
-        end
-        
+        before_save :titlize_subject
+        after_commit :enqueue_billing, on: :update
       end
 
-      module ClassMethods
+      # Enqueue a background job to bill the time spent on this issue to QuickBooks if the issue is closed and assigned to an employee
+      def enqueue_billing
+        log "Checking if issue needs billing for ##{id}"
+        return unless closed? && customer.present? && assigned_to&.employee_id.present?
 
+        log "Enqueuing billing for issue ##{id}"
+        BillIssueTimeJob.perform_later(id)
       end
 
-      module InstanceMethods
-
-        # 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?
-
-          log "Enqueuing billing for issue ##{id}"
-          BillIssueTimeJob.perform_later(id)
-        end
-
-        # Titlize the subject of the issue before saving to ensure consistent formatting for billing descriptions in Quickbooks
-        def titlize_subject
-          log "Titlizing subject for issue ##{id}"
-
-          self.subject = subject.split(/\s+/).map do |word|
-            if word =~ /[A-Z]/ && word =~ /[0-9]/
-              word
-            else
-              word.capitalize
-            end
-          end.join(' ')
-        end
+      # Titlize the subject for consistent formatting in billing descriptions
+      def titlize_subject
+        log "Titlizing subject for issue ##{id}"
+        self.subject = subject.split(/\s+/).map do |word|
+          (word =~ /[A-Z]/ && word =~ /[0-9]/) ? word : word.capitalize
+        end.join(' ')
       end
 
-      # 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.
+      # Generate a shareable token linking this issue to the customer for QuickBooks
       def share_token
         CustomerToken.get_token(self)
       end
@@ -69,10 +48,8 @@ module RedmineQbo
       private
 
       def log(msg)
-          Rails.logger.info "[IssuePatch] #{msg}"
+        Rails.logger.info "[IssuePatch] #{msg}"
       end
     end
-
-    Issue.send(:include, IssuePatch)
   end
 end

lib/redmine_qbo/patches/issues_controller_patch.rb

@@ -7,30 +7,31 @@
 #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.
-require_dependency 'issues_controller'
 
 module RedmineQbo
   module Patches
     module IssuesControllerPatch
-
       module Helper
+        # Extend the watcher links to include billing and share options
         def watcher_link(issue, user)
-          link = ''
-          link = link_to(I18n.t(:label_bill_time), bill_path( issue.id ), method: :get, class: 'icon icon-email-add') if user.admin?
-          link << link_to(I18n.t(:label_share), share_path( issue.id ), method: :get, target: :_blank, class: 'icon icon-shared') if user.logged?
-          link.html_safe + super
+          links = ''
+          
+          # Admin users can bill time
+          links << link_to(I18n.t(:label_bill_time), bill_path(issue.id), method: :get, class: 'icon icon-email-add') if user.admin?
+
+          # Logged-in users can share the issue
+          links << link_to(I18n.t(:label_share), share_path(issue.id), method: :get, target: :_blank, class: 'icon icon-shared') if user.logged?
+
+          # Append to the original watcher links
+          (links.html_safe + super).html_safe
         end
       end
 
-      def self.included(base)
-        base.class_eval do
+      def self.apply
+        IssuesController.class_eval do
           helper Helper
         end
-      end 
+      end
     end
-
-    # Add module to IssuessController
-    IssuesController.send(:include, IssuesControllerPatch)
-
   end
 end

lib/redmine_qbo/patches/pdf_patch.rb

@@ -8,278 +8,307 @@
 #
 #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.
 
-require_dependency 'redmine/export/pdf'
-require_dependency 'redmine/export/pdf/issues_pdf_helper'
-
 module RedmineQbo
   module Patches
     module PdfPatch
+      extend ActiveSupport::Concern
 
-      def self.included(base)
-        base.send(:include, InstanceMethods)
-        base.class_eval do
-          alias_method :issue_to_pdf, :issue_to_pdf_with_patch
-          alias_method :issue_to_pdf_with_patch, :issue_to_pdf
-        end
-      end
+      def issue_to_pdf(issue, assoc={})
+        pdf = setup_pdf(issue)
 
-      module InstanceMethods
+        render_header(pdf, issue)
+        render_ancestors_and_subject(pdf, issue)
+        
+        left, right = build_issue_attributes(issue)
+        render_attributes_grid(pdf, left, right)
 
-        def issue_to_pdf_with_patch(issue, assoc={})
-          pdf = ::Redmine::Export::PDF::ITCPDF.new(current_language)
-          pdf.set_title("#{issue.project} - #{issue.tracker} ##{issue.id}")
-          pdf.alias_nb_pages
-          pdf.footer_date = format_date(Date.today)
-          pdf.add_page
-          pdf.SetFontStyle('B',11)
-          buf = "#{issue.project} - #{issue.tracker} ##{issue.id}"
-          pdf.RDMMultiCell(190, 5, buf)
-          pdf.SetFontStyle('',8)
-          base_x = pdf.get_x
-          i = 1
-          issue.ancestors.visible.each do |ancestor|
-            pdf.set_x(base_x + i)
-            buf = "#{ancestor.tracker} # #{ancestor.id} (#{ancestor.status.to_s}): #{ancestor.subject}"
-            pdf.RDMMultiCell(190 - i, 5, buf)
-            i += 1 if i < 35
-          end
-          pdf.SetFontStyle('B',11)
-          pdf.RDMMultiCell(190 - i, 5, issue.subject.to_s)
-          pdf.SetFontStyle('',8)
-          pdf.RDMMultiCell(190, 5, "#{format_time(issue.created_on)} - #{issue.author}")
-          pdf.ln
-
-          customer = issue.customer.name if issue.customer
-          left = []
-          left << [l(:field_status), issue.status]
-          left << [l(:field_priority), issue.priority]
-          left << [l(:field_customer), customer]
-          left << [l(:field_assigned_to), issue.assigned_to] unless issue.disabled_core_fields.include?(:assigned_to_id)
-          #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)
-          
-          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|
-              left.concat l unless l.nil?
-            end
-          end
-
-          right = []
-          right << [l(:field_start_date), format_date(issue.start_date)] unless issue.disabled_core_fields.include?(:start_date)
-          right << [l(:field_due_date), format_date(issue.due_date)] unless issue.disabled_core_fields.include?(:due_date)
-          right << [l(:field_done_ratio), "#{issue.done_ratio}%"] unless issue.disabled_core_fields.include?(:done_ratio)
-          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)
-          
-          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|
-              right.concat r unless r.nil?
-            end
-          end
-
-          rows = left.size > right.size ? left.size : right.size
-          while left.size < rows
-            left << nil
-          end
-          while right.size < rows
-            right << nil
-          end
-
-          half = (issue.visible_custom_field_values.size / 2.0).ceil
-          issue.visible_custom_field_values.each_with_index do |custom_value, i|
-            (i < half ? left : right) << [custom_value.custom_field.name, show_value(custom_value, false)]
-          end
-
-          if pdf.get_rtl
-            border_first_top = 'RT'
-            border_last_top = 'LT'
-            border_first = 'R'
-            border_last = 'L'
-          else
-            border_first_top = 'LT'
-            border_last_top = 'RT'
-            border_first = 'L'
-            border_last = 'R'
-          end
-
-          rows = left.size > right.size ? left.size : right.size
-          rows.times do |i|
-            heights = []
-            pdf.SetFontStyle('B',9)
-            item = left[i]
-            heights << pdf.get_string_height(35, item ? "#{item.first}:" : "")
-            item = right[i]
-            heights << pdf.get_string_height(35, item ? "#{item.first}:" : "")
-            pdf.SetFontStyle('',9)
-            item = left[i]
-            heights << pdf.get_string_height(60, item ? item.last.to_s : "")
-            item = right[i]
-            heights << pdf.get_string_height(60, item ? item.last.to_s : "")
-            height = heights.max
-
-            item = left[i]
-            pdf.SetFontStyle('B',9)
-            pdf.RDMMultiCell(35, height, item ? "#{item.first}:" : "", (i == 0 ? border_first_top : border_first), '', 0, 0)
-            pdf.SetFontStyle('',9)
-            pdf.RDMMultiCell(60, height, item ? item.last.to_s : "", (i == 0 ? border_last_top : border_last), '', 0, 0)
-
-            item = right[i]
-            pdf.SetFontStyle('B',9)
-            pdf.RDMMultiCell(35, height, item ? "#{item.first}:" : "", (i == 0 ? border_first_top : border_first), '', 0, 0)
-            pdf.SetFontStyle('',9)
-            pdf.RDMMultiCell(60, height, item ? item.last.to_s : "", (i == 0 ? border_last_top : border_last), '', 0, 2)
-
-            pdf.set_x(base_x)
-          end
-
-          pdf.SetFontStyle('B',9)
-          pdf.RDMCell(35+155, 5, l(:field_description), "LRT", 1)
-          pdf.SetFontStyle('',9)
-
-          # Set resize image scale
-          pdf.set_image_scale(1.6)
-          text = textilizable(issue, :description,
-                              only_path: false,
-                              edit_section_links: false,
-                              headings: false,
-                              inline_attachments: false
-          )
-          pdf.RDMwriteFormattedCell(35+155, 5, '', '', text, issue.attachments, "LRB")
-
-          unless issue.leaf?
-            truncate_length = (!is_cjk? ? 90 : 65)
-            pdf.SetFontStyle('B',9)
-            pdf.RDMCell(35+155,5, l(:label_subtask_plural) + ":", "LTR")
-            pdf.ln
-            issue_list(issue.descendants.visible.sort_by(&:lft)) do |child, level|
-              buf = "#{child.tracker} # #{child.id}: #{child.subject}".
-                  truncate(truncate_length)
-              level = 10 if level >= 10
-              pdf.SetFontStyle('',8)
-              pdf.RDMCell(35+135,5, (level >=1 ? "  " * level : "") + buf, border_first)
-              pdf.SetFontStyle('B',8)
-              pdf.RDMCell(20,5, child.status.to_s, border_last)
-              pdf.ln
-            end
-          end
-
-          relations = issue.relations.select { |r| r.other_issue(issue).visible? }
-          unless relations.empty?
-            truncate_length = (!is_cjk? ? 80 : 60)
-            pdf.SetFontStyle('B',9)
-            pdf.RDMCell(35+155,5, l(:label_related_issues) + ":", "LTR")
-            pdf.ln
-            relations.each do |relation|
-              buf = relation.to_s(issue) {|other|
-                text = ""
-                if Setting.cross_project_issue_relations?
-                  text += "#{relation.other_issue(issue).project} - "
-                end
-                text += "#{other.tracker} ##{other.id}: #{other.subject}"
-                text
-              }
-              buf = buf.truncate(truncate_length)
-              pdf.SetFontStyle('', 8)
-              pdf.RDMCell(35+155-60, 5, buf, border_first)
-              pdf.SetFontStyle('B',8)
-              pdf.RDMCell(20,5, relation.other_issue(issue).status.to_s, "")
-              pdf.RDMCell(20,5, format_date(relation.other_issue(issue).start_date), "")
-              pdf.RDMCell(20,5, format_date(relation.other_issue(issue).due_date), border_last)
-              pdf.ln
-            end
-          end
-          pdf.RDMCell(190,5, "", "T")
-          pdf.ln
-
-          if issue.changesets.any? &&
-              User.current.allowed_to?(:view_changesets, issue.project)
-            pdf.SetFontStyle('B',9)
-            pdf.RDMCell(190,5, l(:label_associated_revisions), "B")
-            pdf.ln
-            for changeset in issue.changesets
-              pdf.SetFontStyle('B',8)
-              csstr = "#{l(:label_revision)} #{changeset.format_identifier} - "
-              csstr += format_time(changeset.committed_on) + " - " + changeset.author.to_s
-              pdf.RDMCell(190, 5, csstr)
-              pdf.ln
-              unless changeset.comments.blank?
-                pdf.SetFontStyle('',8)
-                pdf.RDMwriteHTMLCell(190,5,'','',
-                                    changeset.comments.to_s, issue.attachments, "")
-              end
-              pdf.ln
-            end
-          end
-
-          if assoc[:journals].present?
-            pdf.SetFontStyle('B',9)
-            pdf.RDMCell(190,5, l(:label_history), "B")
-            pdf.ln
-            assoc[:journals].each do |journal|
-              pdf.SetFontStyle('B',8)
-              title = "##{journal.indice} - #{format_time(journal.created_on)} - #{journal.user}"
-              title << " (#{l(:field_private_notes)})" if journal.private_notes?
-              pdf.RDMCell(190,5, title)
-              pdf.ln
-              pdf.SetFontStyle('I',8)
-              details_to_strings(journal.visible_details, true).each do |string|
-                pdf.RDMMultiCell(190,5, "- " + string)
-              end
-              if journal.notes?
-                pdf.ln unless journal.details.empty?
-                pdf.SetFontStyle('',8)
-                text = textilizable(journal, :notes,
-                                    only_path: false,
-                                    edit_section_links: false,
-                                    headings: false,
-                                    inline_attachments: false
-                )
-                pdf.RDMwriteFormattedCell(190,5,'','', text, issue.attachments, "")
-              end
-              pdf.ln
-            end
-          end
-
-          if issue.attachments.any?
-            pdf.SetFontStyle('B',9)
-            pdf.RDMCell(190,5, l(:label_attachment_plural), "B")
-            pdf.ln
-            for attachment in issue.attachments
-              pdf.SetFontStyle('',8)
-              pdf.RDMCell(80,5, attachment.filename)
-              pdf.RDMCell(20,5, number_to_human_size(attachment.filesize),0,0,"R")
-              pdf.RDMCell(25,5, format_date(attachment.created_on),0,0,"R")
-              pdf.RDMCell(65,5, attachment.author.name,0,0,"R")
-              pdf.ln
-            end
-          end
-
-          # 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(e_pdf)
-            return pdf.to_pdf
-          end
-
-          return pdf.output
-        end
+        render_description(pdf, issue)
+        render_subtasks(pdf, issue)
+        render_relations(pdf, issue)
+        render_changesets(pdf, issue)
+        render_journals(pdf, issue, assoc)
+        render_attachments(pdf, issue)
 
+        merge_estimate_if_present(pdf, issue)
       end
 
       private
 
       def log(msg)
-          Rails.logger.info "[PdfPatch] #{msg}"
+        Rails.logger.info "[PdfPatch] #{msg}"
+      end
+
+      def setup_pdf(issue)
+        pdf = ::Redmine::Export::PDF::ITCPDF.new(current_language)
+        pdf.set_title("#{issue.project} - #{issue.tracker} ##{issue.id}")
+        pdf.alias_nb_pages
+        pdf.footer_date = format_date(Date.today)
+        pdf.add_page
+        pdf
+      end
+
+      def render_header(pdf, issue)
+        pdf.SetFontStyle('B', 11)
+        pdf.RDMMultiCell(190, 5, "#{issue.project} - #{issue.tracker} ##{issue.id}")
+        pdf.SetFontStyle('', 8)
+      end
+
+      def render_ancestors_and_subject(pdf, issue)
+        base_x = pdf.get_x
+        i = 1
+        
+        # Render ancestors
+        issue.ancestors.visible.each do |ancestor|
+          pdf.set_x(base_x + i)
+          buf = "#{ancestor.tracker} # #{ancestor.id} (#{ancestor.status}): #{ancestor.subject}"
+          pdf.RDMMultiCell(190 - i, 5, buf)
+          i += 1 if i < 35
+        end
+
+        # Render current issue subject and meta
+        pdf.SetFontStyle('B', 11)
+        pdf.RDMMultiCell(190 - i, 5, issue.subject.to_s)
+        pdf.SetFontStyle('', 8)
+        pdf.RDMMultiCell(190, 5, "#{format_time(issue.created_on)} - #{issue.author}")
+        pdf.ln
+      end
+
+      def build_issue_attributes(issue)
+        left = build_left_attributes(issue)
+        right = build_right_attributes(issue)
+
+        # Pad arrays to equal length
+        rows = [left.size, right.size].max
+        left.fill(nil, left.size...rows)
+        right.fill(nil, right.size...rows)
+
+        # Distribute custom fields evenly
+        half = (issue.visible_custom_field_values.size / 2.0).ceil
+        issue.visible_custom_field_values.each_with_index do |custom_value, i|
+          target_column = i < half ? left : right
+          target_column << [custom_value.custom_field.name, show_value(custom_value, false)]
+        end
+
+        [left, right]
+      end
+
+      def build_left_attributes(issue)
+        left = []
+        left << [l(:field_status), issue.status]
+        left << [l(:field_priority), issue.priority]
+        left << [l(:field_customer), issue.customer&.name]
+        left << [l(:field_assigned_to), issue.assigned_to] unless issue.disabled_core_fields.include?(:assigned_to_id)
+
+        log "Calling :pdf_left hook"
+        left_hook_output = Redmine::Hook.call_hook(:pdf_left, { issue: issue })
+        Array(left_hook_output).compact.each { |l| left.concat(l) }
+        
+        left
+      end
+
+      def build_right_attributes(issue)
+        right = []
+        right << [l(:field_start_date), format_date(issue.start_date)] unless issue.disabled_core_fields.include?(:start_date)
+        right << [l(:field_due_date), format_date(issue.due_date)] unless issue.disabled_core_fields.include?(:due_date)
+        right << [l(:field_done_ratio), "#{issue.done_ratio}%"] unless issue.disabled_core_fields.include?(:done_ratio)
+        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)
+
+        log "Calling :pdf_right hook"
+        right_hook_output = Redmine::Hook.call_hook(:pdf_right, { issue: issue })
+        Array(right_hook_output).compact.each { |r| right.concat(r) }
+        
+        right
+      end
+
+      def render_attributes_grid(pdf, left, right)
+        base_x = pdf.get_x
+        borders = determine_borders(pdf.get_rtl)
+        rows = [left.size, right.size].max
+
+        rows.times do |i|
+          item_left = left[i]
+          item_right = right[i]
+
+          # Calculate dynamic row height
+          pdf.SetFontStyle('B', 9)
+          hl1 = pdf.get_string_height(35, item_left ? "#{item_left.first}:" : "")
+          hr1 = pdf.get_string_height(35, item_right ? "#{item_right.first}:" : "")
+          
+          pdf.SetFontStyle('', 9)
+          hl2 = pdf.get_string_height(60, item_left ? item_left.last.to_s : "")
+          hr2 = pdf.get_string_height(60, item_right ? item_right.last.to_s : "")
+          
+          height = [hl1, hr1, hl2, hr2].max
+
+          # Render cells
+          render_grid_cell(pdf, item_left, height, i == 0 ? borders[:first_top] : borders[:first], i == 0 ? borders[:last_top] : borders[:last], 0)
+          render_grid_cell(pdf, item_right, height, i == 0 ? borders[:first_top] : borders[:first], i == 0 ? borders[:last_top] : borders[:last], 2)
+
+          pdf.set_x(base_x)
+        end
+      end
+
+      def determine_borders(is_rtl)
+        if is_rtl
+          { first_top: 'RT', last_top: 'LT', first: 'R', last: 'L' }
+        else
+          { first_top: 'LT', last_top: 'RT', first: 'L', last: 'R' }
+        end
+      end
+
+      def render_grid_cell(pdf, item, height, border_label, border_val, ln_type)
+        pdf.SetFontStyle('B', 9)
+        pdf.RDMMultiCell(35, height, item ? "#{item.first}:" : "", border_label, '', 0, 0)
+        
+        pdf.SetFontStyle('', 9)
+        pdf.RDMMultiCell(60, height, item ? item.last.to_s : "", border_val, '', 0, ln_type)
+      end
+
+      def render_description(pdf, issue)
+        pdf.SetFontStyle('B', 9)
+        pdf.RDMCell(190, 5, l(:field_description), "LRT", 1)
+        pdf.SetFontStyle('', 9)
+
+        pdf.set_image_scale(1.6)
+        text = textilizable(issue, :description,
+                            only_path: false,
+                            edit_section_links: false,
+                            headings: false,
+                            inline_attachments: false)
+        pdf.RDMwriteFormattedCell(190, 5, '', '', text, issue.attachments, "LRB")
+      end
+
+      def render_subtasks(pdf, issue)
+        return if issue.leaf?
+
+        truncate_length = !is_cjk? ? 90 : 65
+        pdf.SetFontStyle('B', 9)
+        pdf.RDMCell(190, 5, "#{l(:label_subtask_plural)}:", "LTR")
+        pdf.ln
+
+        border_first = pdf.get_rtl ? 'R' : 'L'
+        border_last = pdf.get_rtl ? 'L' : 'R'
+
+        issue_list(issue.descendants.visible.sort_by(&:lft)) do |child, level|
+          buf = "#{child.tracker} # #{child.id}: #{child.subject}".truncate(truncate_length)
+          level = 10 if level >= 10
+          
+          pdf.SetFontStyle('', 8)
+          pdf.RDMCell(170, 5, (level >= 1 ? "  " * level : "") + buf, border_first)
+          pdf.SetFontStyle('B', 8)
+          pdf.RDMCell(20, 5, child.status.to_s, border_last)
+          pdf.ln
+        end
+      end
+
+      def render_relations(pdf, issue)
+        relations = issue.relations.select { |r| r.other_issue(issue).visible? }
+        return if relations.empty?
+
+        truncate_length = !is_cjk? ? 80 : 60
+        pdf.SetFontStyle('B', 9)
+        pdf.RDMCell(190, 5, "#{l(:label_related_issues)}:", "LTR")
+        pdf.ln
+
+        border_first = pdf.get_rtl ? 'R' : 'L'
+        border_last = pdf.get_rtl ? 'L' : 'R'
+
+        relations.each do |relation|
+          other = relation.other_issue(issue)
+          text = Setting.cross_project_issue_relations? ? "#{other.project} - " : ""
+          text += "#{other.tracker} ##{other.id}: #{other.subject}"
+
+          pdf.SetFontStyle('', 8)
+          pdf.RDMCell(130, 5, text.truncate(truncate_length), border_first)
+          pdf.SetFontStyle('B', 8)
+          pdf.RDMCell(20, 5, other.status.to_s, "")
+          pdf.RDMCell(20, 5, format_date(other.start_date), "")
+          pdf.RDMCell(20, 5, format_date(other.due_date), border_last)
+          pdf.ln
+        end
+        pdf.RDMCell(190, 5, "", "T")
+        pdf.ln
+      end
+
+      def render_changesets(pdf, issue)
+        return unless issue.changesets.any? && User.current.allowed_to?(:view_changesets, issue.project)
+
+        pdf.SetFontStyle('B', 9)
+        pdf.RDMCell(190, 5, l(:label_associated_revisions), "B")
+        pdf.ln
+        
+        issue.changesets.each do |changeset|
+          pdf.SetFontStyle('B', 8)
+          csstr = "#{l(:label_revision)} #{changeset.format_identifier} - #{format_time(changeset.committed_on)} - #{changeset.author}"
+          pdf.RDMCell(190, 5, csstr)
+          pdf.ln
+          
+          unless changeset.comments.blank?
+            pdf.SetFontStyle('', 8)
+            pdf.RDMwriteHTMLCell(190, 5, '', '', changeset.comments.to_s, issue.attachments, "")
+          end
+          pdf.ln
+        end
+      end
+
+      def render_journals(pdf, issue, assoc)
+        return unless assoc[:journals].present?
+
+        pdf.SetFontStyle('B', 9)
+        pdf.RDMCell(190, 5, l(:label_history), "B")
+        pdf.ln
+        
+        assoc[:journals].each do |journal|
+          pdf.SetFontStyle('B', 8)
+          title = "##{journal.indice} - #{format_time(journal.created_on)} - #{journal.user}"
+          title << " (#{l(:field_private_notes)})" if journal.private_notes?
+          pdf.RDMCell(190, 5, title)
+          pdf.ln
+          
+          pdf.SetFontStyle('I', 8)
+          details_to_strings(journal.visible_details, true).each do |string|
+            pdf.RDMMultiCell(190, 5, "- " + string)
+          end
+          
+          if journal.notes?
+            pdf.ln unless journal.details.empty?
+            pdf.SetFontStyle('', 8)
+            text = textilizable(journal, :notes, only_path: false, edit_section_links: false, headings: false, inline_attachments: false)
+            pdf.RDMwriteFormattedCell(190, 5, '', '', text, issue.attachments, "")
+          end
+          pdf.ln
+        end
+      end
+
+      def render_attachments(pdf, issue)
+        return unless issue.attachments.any?
+
+        pdf.SetFontStyle('B', 9)
+        pdf.RDMCell(190, 5, l(:label_attachment_plural), "B")
+        pdf.ln
+        
+        issue.attachments.each do |attachment|
+          pdf.SetFontStyle('', 8)
+          pdf.RDMCell(80, 5, attachment.filename)
+          pdf.RDMCell(20, 5, number_to_human_size(attachment.filesize), 0, 0, "R")
+          pdf.RDMCell(25, 5, format_date(attachment.created_on), 0, 0, "R")
+          pdf.RDMCell(65, 5, attachment.author.name, 0, 0, "R")
+          pdf.ln
+        end
+      end
+
+      def merge_estimate_if_present(pdf, issue)
+        if issue.estimate
+          e_pdf, _ref = PdfService.new(entity: Estimate).fetch_pdf(doc_ids: [issue.estimate.id])
+          combined = CombinePDF.parse(pdf.output, allow_optional_content: true)
+          combined << CombinePDF.parse(e_pdf)
+          combined.to_pdf
+        else
+          pdf.output
+        end
       end
 
     end
-
-    Redmine::Export::PDF::IssuesPdfHelper.send(:include, PdfPatch)
-
   end
 end

lib/redmine_qbo/patches/query_patch.rb

@@ -8,11 +8,10 @@
 #
 #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.
 
-require_dependency 'issue_query'
-
 module RedmineQbo
   module Patches
     module QueryPatch
+      extend ActiveSupport::Concern
 
       def base_scope
         scope = super
@@ -59,12 +58,6 @@ module RedmineQbo
 
         Issue.joins(:customer).sanitize_sql_for_conditions([sql, pattern])
       end
-
-
     end
-
-    # Add module to Issue
-    IssueQuery.send(:prepend, QueryPatch)
-
   end
 end

lib/redmine_qbo/patches/time_entry_query_patch.rb

@@ -8,11 +8,10 @@
 #
 #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.
 
-require_dependency 'time_entry_query'
-
 module RedmineQbo
   module Patches
     module TimeEntryQueryPatch
+      extend ActiveSupport::Concern
 
       # Add QBO options to columns
       def available_columns
@@ -28,11 +27,6 @@ module RedmineQbo
         add_available_filter "billed", type: :boolean
         super
       end
-
     end
-
-    # Add module to TimeEntryQuery
-    TimeEntryQuery.send(:prepend, QueryPatch)
-
   end
 end

lib/redmine_qbo/patches/user_patch.rb

@@ -8,37 +8,14 @@
 #
 #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.
 
-require_dependency 'user'
-
 module RedmineQbo
   module Patches
-
-    # Patches Redmine's User dynamically.
-    # Adds a relationships
     module UserPatch
-      def self.included(base) # :nodoc:
-        base.extend(ClassMethods)
+      extend ActiveSupport::Concern
 
-        base.send(:include, InstanceMethods)
-
-        # Same as typing in the class 
-        base.class_eval do
+      prepended do
           belongs_to :employee, primary_key: :id
-        end
       end
-        
-      module ClassMethods
-        
-      end
-      
-      module InstanceMethods
-      
-      end
-      
     end
-
-    # Add module to Issue
-    User.send(:include, UserPatch)
-
   end
 end