Fixed the UI, now working

app/controllers/customers_controller.rb

@@ -66,79 +66,76 @@ class CustomersController < ApplicationController
   # create a new customer
   def create
     @customer = Customer.new(allowed_params)
-    if @customer.save
+    @customer.save
-      flash[:notice] = t :notice_customer_created
+    log "Customer ##{@customer.id} created successfully."
-      redirect_to @customer
+    flash[:notice] = t :notice_customer_created
-    else
+    redirect_to @customer
-      flash[:error] = @customer.errors.full_messages.to_sentence
+  rescue => e
-      redirect_to new_customer_path
+    log "Failed to create customer: #{e.message}"
-    end
+    flash[:error] = e.message
+    redirect_to new_customer_path
   end
 
   # display a specific customer
   def show
-    begin
+    @customer = Customer.find_by_id(params[:id])
-      @customer = Customer.find_by_id(params[:id])
+    return render_404 unless @customer
-      @issues = @customer.issues.order(id: :desc)
+
-      @billing_address = address_to_s(@customer.billing_address)
+    @open_issues = @customer.issues
-      @shipping_address = address_to_s(@customer.shipping_address)
+      .joins(:status)
-      @closed_issues = (@issues - @issues.open)
+      .includes(:status, :project, :tracker, :priority)
-      @hours = 0
+      .where(issue_statuses: { is_closed: false })
-      @closed_hours = 0
+      .order(id: :desc)
-      @issues.open.each { |i| @hours+= i.total_spent_hours }
+
-      @closed_issues.each { |i| @closed_hours+= i.total_spent_hours }
+    @closed_issues = @customer.issues
-    rescue 
+      .joins(:status)
-      flash[:error] = t :notice_customer_not_found
+      .includes(:status, :project, :tracker, :priority)
-      render_404
+      .where(issue_statuses: { is_closed: true })
-    end
+      .order(id: :desc)
+
+    @hours = TimeEntry
+      .joins(:issue)
+      .where(issues: { id: @open_issues.select(:id) })
+      .sum(:hours)
+
+    @closed_hours = TimeEntry
+      .joins(:issue)
+      .where(issues: { id: @closed_issues.select(:id) })
+      .sum(:hours)
+
+  rescue => e
+    Rails.logger.error "Failed to load customer ##{params[:id]}: #{e.message}\n#{e.backtrace.join("\n")}"
+    flash[:error] = e.message
+    render_404
   end
 
   # return an HTML form for editing a customer
   def edit
-    begin
+    @customer = Customer.find_by_id(params[:id])
-      @customer = Customer.find_by_id(params[:id])
+    return render_404 unless @customer
-    rescue 
+  rescue => e
-      flash[:error] = t :notice_customer_not_found
+    log "Failed to edit customer"
-      render_404
+    flash[:error] = e.message
-    end
+    render_404
   end
 
   # update a specific customer
   def update
-    begin
+    @customer = Customer.find_by_id(params[:id])
-      @customer = Customer.find_by_id(params[:id])
+    @customer.update(allowed_params)
-      if @customer.update(allowed_params)
+    flash[:notice] = t :notice_customer_updated
-        flash[:notice] = t :notice_customer_updated
+    redirect_to @customer
-        redirect_to @customer
+  rescue => e
-      else
+    log "Failed to update customer: #{e.message}"
-        redirect_to edit_customer_path
+    flash[:error] = e.message
-        flash[:error] = @customer.errors.full_messages.to_sentence if @customer.errors
+    redirect_to edit_customer_path
-      end
-    rescue 
-      flash[:error] = t :notice_customer_not_found
-      render_404
-    end
-  end
-
-  # delete a customer
-  def destroy
-    begin
-      Customer.find_by_id(params[:id]).destroy
-      flash[:notice] = t :notice_customer_deleted
-      redirect_to action: :index
-    rescue 
-      flash[:error] = t :notice_customer_not_deleted
-      render_404
-    end
   end
 
   # creates new customer view tokens, removes expired tokens & redirects to newly created customer view with new token.
   def share
     issue = Issue.find(params[:id])
-
     token = issue.share_token
     redirect_to view_path(token.token)
-
   rescue ActiveRecord::RecordNotFound
     flash[:error] = t(:notice_issue_not_found)
     render_404
@@ -212,17 +209,26 @@ class CustomersController < ApplicationController
   end
 
   # format a quickbooks address to a human readable string
-  def address_to_s (address)
+  def address_to_s(address)
     return if address.nil?
-    string = address.line1 if address.line1
+
-    string << "\n" + address.line2 if address.line2
+    lines = [
-    string << "\n" + address.line3 if address.line3
+      address.line1,
-    string << "\n" + address.line4 if address.line4
+      address.line2,
-    string << "\n" + address.line5 if address.line5
+      address.line3,
-    string << " " + address.city if address.city
+      address.line4,
-    string << ", " + address.country_sub_division_code if address.country_sub_division_code
+      address.line5
-    string << " " + address.postal_code if address.postal_code
+    ].compact_blank
-    return string
+
+    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)

app/controllers/estimate_controller.rb

@@ -65,7 +65,7 @@ class EstimateController < ApplicationController
 
   # Renders the estimate PDF or redirects with an error if rendering fails.
   def render_pdf(estimate)
-    pdf, ref = EstimatePdfService.new(qbo: Qbo.first).fetch_pdf(doc_ids: [estimate.id])
+    pdf, ref = EstimatePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: [estimate.id])
     send_data( pdf, filename: "estimate #{ref}.pdf", disposition: :inline, type: "application/pdf" )
   rescue StandardError => e
     log "PDF render failed for Estimate #{estimate&.id}: #{e.message}"

app/controllers/invoice_controller.rb

@@ -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: Qbo.first).fetch_pdf(doc_ids: invoice_ids)
+    pdf, ref = InvoicePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: invoice_ids)
 
     send_data pdf, filename: "invoice #{ref}.pdf", disposition: :inline, type: "application/pdf"
 

app/controllers/qbo_controller.rb

@@ -9,129 +9,68 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class QboController < ApplicationController
-  
-  require 'openssl'
-  
   include AuthHelper
-  
+
   before_action :require_user, except: :webhook
-  skip_before_action :verify_authenticity_token, :check_if_login_required, only: [:webhook]
+  skip_before_action :verify_authenticity_token, :check_if_login_required, only: :webhook
 
-  def allowed_params
+  # Initiates the OAuth authentication process by redirecting the user to the QuickBooks authorization URL. The callback URL is generated based on the application's settings and routes.
-    params.permit(:code, :state, :realmId, :id)
-  end
-
-  #
-  # Called when the user requests that Redmine to connect to QBO
-  #
   def authenticate
-    redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
+    redirect_to QboOauthService.authorization_url(callback_url: callback_url)
-    log "redirect_uri: #{redirect_uri}"
-    oauth2_client = Qbo.construct_oauth2_client
-    grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: redirect_uri, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
-    redirect_to grant_url
   end
-  
+
-  #
+  # Handles the OAuth callback from QuickBooks. Exchanges the authorization code for access and refresh tokens, saves the connection details, and redirects to the sync page with a success notice. If any error occurs during the process, logs the error and redirects back to the plugin settings page with an error message.
-  # Called by QBO after authentication has been processed
-  #
   def oauth_callback
-    if params[:state].present?
+    QboOauthService.exchange!(code: params[:code], callback_url: callback_url, realm_id: params[:realmId])
-      oauth2_client = Qbo.construct_oauth2_client
+
-      # use the state value to retrieve from your backend any information you need to identify the customer in your system
+    redirect_to qbo_sync_path, flash: { notice: I18n.t(:label_connected) }
-      redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
+
-      if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
+  rescue StandardError => e
-        
+    log "OAuth failure: #{e.message}"
-        # Remove the last authentication information
+    redirect_to plugin_settings_path(:redmine_qbo), flash: { error: I18n.t(:label_error) }
-        Qbo.delete_all
-        
-        # Save the authentication information 
-        qbo = Qbo.new
-        qbo.update(oauth2_access_token: resp.token, oauth2_refresh_token: resp.refresh_token, realm_id: params[:realmId])
-        qbo.refresh_token!
-        
-        if qbo.save!
-          redirect_to qbo_sync_path, flash: { notice: I18n.t(:label_connected) }
-        else
-          redirect_to plugin_settings_path(:redmine_qbo), flash: { error: I18n.t(:label_error) }
-        end
-        
-      end
-    end
   end
-  
+
-  # Manual Billing
+  # Manual billing endpoint to trigger the billing process for a specific issue. Validates the issue and its associations, enqueues a job to bill the issue's time entries, and redirects back to the issue with a notice. If validation fails, redirects back with an error message.
   def bill
     issue = Issue.find_by(id: params[:id])
-    return render_404 unless issue
+    raise I18n.t(:notice_error_issue_not_found) unless issue
-
+    raise I18n.t(:notice_billing_error_no_customer) unless issue.customer
-    unless issue.customer
+    raise I18n.t(:notice_billing_error_no_employee) unless issue.assigned_to&.employee_id.present?
-      redirect_to issue, flash: { error: I18n.t(:label_billing_error_no_customer) }
+    raise I18n.t(:notice_billing_error_no_qbo) unless Qbo.exists?
-      return
-    end
-
-    unless issue.assigned_to&.employee_id.present?
-      redirect_to issue, flash: { error: I18n.t(:label_billing_error_no_employee) }
-      return
-    end
-
-    unless Qbo.first
-      redirect_to issue, flash: { error: I18n.t(:label_billing_error_no_qbo) }
-      return
-    end
 
     BillIssueTimeJob.perform_later(issue.id)
 
-    redirect_to issue, flash: {
+    redirect_to issue, flash: { notice: "#{I18n.t(:label_billing_enqueued)} #{issue.customer.name}"}
-      notice: I18n.t(:label_billing_enqueued) + " #{issue.customer.name}"
+
-    }
+  rescue StandardError => e
+    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.
-  # Synchronizes the QboCustomer table with QBO
-  #
   def sync
-    log "Syncing EVERYTHING"
+    QboSyncDispatcher.full_sync!
-
-    CustomerSyncJob.perform_later(full_sync: true)
-    EstimateSyncJob.perform_later(full_sync: true)
-    InvoiceSyncJob.perform_later(full_sync: true)
-    EmployeeSyncJob.perform_later(full_sync: true)
-
     redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
   end
 
-  # QuickBooks Webhook Callback
+  # Endpoint to receive QuickBooks webhook notifications. Validates the request and processes the payload to sync relevant data to Redmine. Responds with appropriate HTTP status codes based on success or failure of processing.
   def webhook
-    log "Webhook received"
+    QboWebhookProcessor.process!(request: request)
-
-    signature = request.headers['intuit-signature']
-    key       = Setting.plugin_redmine_qbo['settingsWebhookToken']
-    body      = request.raw_post
-
-    digest = OpenSSL::Digest.new('sha256')
-    computed = Base64.strict_encode64(OpenSSL::HMAC.digest(digest, key, body))
-
-    unless secure_compare(computed, signature)
-      log "Invalid webhook signature"
-      head :unauthorized
-      return
-    end
-
-    WebhookProcessJob.perform_later(body)
-
     head :ok
+
+  rescue StandardError => e
+    log "Webhook failure: #{e.message}"
+    head :unauthorized
   end
 
   private
 
-  # Securely compare two strings to prevent timing attacks. Returns false if either string is blank or if they do not match.
+  # Constructs the OAuth callback URL based on the application's settings and routes. This URL is used during the OAuth flow to redirect users back to the application after authentication with QuickBooks.
-  def secure_compare(a, b)
+  def callback_url
-    return false if a.blank? || b.blank?
+    "#{Setting.protocol}://#{Setting.host_name}#{qbo_oauth_callback_path}"
-    ActiveSupport::SecurityUtils.secure_compare(a, b)
   end
 
+  # Logs messages with a consistent prefix for easier debugging and monitoring.
   def log(msg)
     Rails.logger.info "[QboController] #{msg}"
   end
-end
+end

app/jobs/bill_issue_time_job.rb

@@ -27,7 +27,7 @@ class BillIssueTimeJob < ActiveJob::Base
       return if totals.blank?
       log "Aggregated hours for billing: #{totals.inspect}"
 
-      qbo = Qbo.first
+      qbo = QboConnectionService.current!
       raise "No QBO configuration found" unless qbo
 
       qbo.perform_authenticated_request do |access_token|
@@ -58,16 +58,10 @@ class BillIssueTimeJob < ActiveJob::Base
   # Create TimeActivity records in QBO for each activity type with the appropriate hours and link them to the issue's assigned employee and customer
   def create_time_activities(issue, totals, access_token, qbo)
     log "Creating TimeActivity records in QBO for issue ##{issue.id}"
-    time_service = Quickbooks::Service::TimeActivity.new(
+   
-      company_id: qbo.realm_id,
+    time_service = Quickbooks::Service::TimeActivity.new( company_id: qbo.realm_id,  access_token: access_token)
-      access_token: access_token
+    item_service = Quickbooks::Service::Item.new( company_id: qbo.realm_id, access_token: access_token )
-    )
+    
-
-    item_service = Quickbooks::Service::Item.new(
-      company_id: qbo.realm_id,
-      access_token: access_token
-    )
-
     totals.each do |activity_name, hours_float|
       next if activity_name.blank?
       next if hours_float.to_f <= 0

app/jobs/customer_sync_job.rb

@@ -14,7 +14,7 @@ class CustomerSyncJob < ApplicationJob
 
   # 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 = Qbo.first
+    qbo = QboConnectionService.current!
     raise "No QBO configuration found" unless qbo
 
     log "Starting #{full_sync ? 'full' : 'incremental'} sync for customer ##{id || 'all'}..."

app/jobs/employee_sync_job.rb

@@ -14,7 +14,7 @@ class EmployeeSyncJob < ApplicationJob
 
   # Performs a sync of employees from QuickBooks Online.
   def perform(full_sync: false, id: nil)
-    qbo = Qbo.first
+    qbo = QboConnectionService.current!
     raise "No QBO configuration found" unless qbo
 
     log "Starting #{full_sync ? 'full' : 'incremental'} sync for employee ##{id || 'all'}..."

app/jobs/estimate_sync_job.rb

@@ -14,7 +14,7 @@ class EstimateSyncJob < ApplicationJob
 
   # Performs a sync of estimates from QuickBooks Online.
   def perform(full_sync: false, id: nil, doc_number: nil)
-    qbo = Qbo.first
+    qbo = QboConnectionService.current!
     raise "No QBO configuration found" unless qbo
 
     log "Starting #{full_sync ? 'full' : 'incremental'} sync for estimate ##{id || doc_number || 'all'}..."

app/jobs/invoice_sync_job.rb

@@ -14,7 +14,7 @@ class InvoiceSyncJob < ApplicationJob
 
   # Performs a sync of invoices from QuickBooks Online.
   def perform(full_sync: false, id: nil)
-    qbo = Qbo.first
+    qbo = QboConnectionService.current!
     raise "No QBO configuration found" unless qbo
 
     log "Starting #{full_sync ? 'full' : 'incremental'} sync for invoice ##{id || 'all'}..."

app/jobs/qbo_sync_dispatcher.rb

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

app/jobs/qbo_webhook_processor.rb

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

app/models/customer.rb

@@ -11,13 +11,15 @@
 class Customer < ActiveRecord::Base
 
   include Redmine::Acts::Searchable
-  include Redmine::Acts::Event
+  include Redmine::Acts::Event  
-  
+  include Redmine::I18n
+
   has_many :issues
   has_many :invoices
   has_many :estimates
  
   validates_presence_of :id, :name
+  before_validation :normalize_phone_numbers
   
   self.primary_key = :id
 
@@ -30,128 +32,116 @@ class Customer < ActiveRecord::Base
                 :type => :to_s,
                 :description => Proc.new {|o| "#{I18n.t :label_primary_phone}: #{o.phone_number} #{I18n.t:label_mobile_phone}: #{o.mobile_phone_number}"},
                 :datetime => Proc.new {|o| o.updated_at || o.created_at}
-  
+
-  # Convenience Method
+  # Returns the details of the customer. If the details have already been fetched, it returns the cached version. Otherwise, it fetches the details from QuickBooks Online and caches them for future use. This method is used to access the customer's information in a way that minimizes unnecessary API calls to QBO, improving performance and reducing latency.
-  # returns the customer's email
+  def details
-  def email
+    return Quickbooks::Model::Customer.new unless id.present?
-    pull unless @details
+
-    begin
+    @details ||= begin
-      return @details.email_address.address
+      xml = Rails.cache.fetch(details_cache_key, expires_in: 10.minutes) do
-    rescue
+        fetch_details.to_xml_ns
-      return nil
+      end
+
+      Quickbooks::Model::Customer.from_xml(xml)
     end
   end
+
+  # Generates a unique cache key for storing this customer's QBO details.
+  def details_cache_key
+    "customer:#{id}:qbo_details:#{updated_at.to_i}"
+  end
+
+  # Returns the customer's email address
+  def email
+    details
+    return @details&.email_address&.address
+  end
   
-  # Convenience Method
+  # Updates the customer's email address
-  # Sets the email
   def email=(s)
-    pull unless @details
+    details
     @details.email_address = s
   end
+  
 
-  # Convenience Method
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
-  # returns the customer's primary phone
+  def self.last_sync
-  def primary_phone
+    return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
-    pull unless @details
+    format_time(maximum(:updated_at))
-    begin
-      return @details.primary_phone.free_form_number
-    rescue
-      return nil
-    end
   end
   
-  # Convenience Method
-  # Updates the customer's primary phone number
-  def primary_phone=(n)
-    pull unless @details
-    pn = Quickbooks::Model::TelephoneNumber.new
-    pn.free_form_number = n
-    @details.primary_phone = pn
-    #update our locally stored number too
-    update_phone_number
-  end
-
   # Customers are not bound by a project
   # but we need to implement this method for the Redmine::Acts::Searchable interface
   def project
     nil
   end
 
-  # Convenience Method
+  # Magic Method
-  # returns the customer's mobile phone
+  # Maps Get/Set methods to QBO customer object
-  def mobile_phone
+  def method_missing(method_name, *args, &block)
-    pull unless @details
+    if Quickbooks::Model::Customer.method_defined?(method_name)
-    begin
+      details
-      return @details.mobile_phone.free_form_number
+      @details.public_send(method_name, *args, &block)
-    rescue
+    else
-      return nil
+      super
     end
   end
+
+  # returns the customer's mobile phone
+  def mobile_phone
+    details
+    return @details&.mobile_phone&.free_form_number
+  end
   
-  # Convenience Method
   # Updates the custome's mobile phone number
   def mobile_phone=(n)
-    pull unless @details
+    details
     pn = Quickbooks::Model::TelephoneNumber.new
     pn.free_form_number = n
     @details.mobile_phone = pn
-    #update our locally stored number too
-    update_mobile_phone_number
   end
 
-  # Convenience Method
-  # Sets the notes
-  def notes=(s)
-    pull unless @details
-    @details.notes = s
-  end
-  
-  # update the localy stored phone number as a plain string with no special chars
-  def update_phone_number
-    begin
-      self.phone_number = self.primary_phone.tr('^0-9', '')
-    rescue
-      return nil
-    end
-  end
-  
-  # update the localy stored phone number as a plain string with no special chars
-  def update_mobile_phone_number
-    begin
-      self.mobile_phone_number = self.mobile_phone.tr('^0-9', '')
-    rescue
-      return nil
-    end
-  end
-  
-  # Convenience Method
   # Updates Both local DB name & QBO display_name
   def name=(s)
-    pull unless @details
+    details
     @details.display_name = s
     super
   end
+
+  # Normalizes phone numbers by removing non-digit characters. This method is called before validation to ensure that phone numbers are stored in a consistent format, which can help with searching and integration with external systems like QuickBooks Online.
+  def normalize_phone_numbers
+    self.phone_number = phone_number.to_s.gsub(/\D/, '') if phone_number.present?
+    self.mobile_phone_number = mobile_phone_number.to_s.gsub(/\D/, '') if mobile_phone_number.present?
+  end
+
+  # Sets the notes for the customer
+  def notes=(s)
+    details
+    @details.notes = s
+  end
+
+  # returns the customer's primary phone
+  def primary_phone
+    details
+    return @details&.primary_phone&.free_form_number
+  end
   
-  # Magic Method
+  # Updates the customer's primary phone number
-  # Maps Get/Set methods to QBO customer object
+  def primary_phone=(n)
-  def method_missing(sym, *arguments)
+    details
-    # Check to see if the method exists
+    pn = Quickbooks::Model::TelephoneNumber.new
-    if Quickbooks::Model::Customer.method_defined?(sym)
+    pn.free_form_number = n
-      # download details if required
+    @details.primary_phone = pn
-      pull unless @details
+  end
-      method_name = sym.to_s
+
-      # Setter
+  # Repsonds to missing methods by delegating to the QBO customer details object 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 Customer model, providing flexibility and reducing boilerplate code.
-      if method_name[-1, 1] == "="
+  def respond_to_missing?(method_name, include_private = false)
-        @details.method(method_name).call(arguments[0])
+    Quickbooks::Model::Customer.method_defined?(method_name) || super
-      # Getter
-      else
-        return @details.method(method_name).call 
-      end
-    end
   end
 
   # Seach for customers by name or phone number
   def self.search(search)
+    #return none if search.blank?
     search = sanitize_sql_like(search)
     where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
   end
@@ -170,39 +160,28 @@ class Customer < ActiveRecord::Base
     ids.index_with { |id| id }
   end
   
-  # proforms a bruteforce sync operation
+  # performs a sync operation for all customers
   def self.sync 
     CustomerSyncJob.perform_later(full_sync: false)
   end
 
-  # proforms a bruteforce sync operation
+  # performs a sync operation for a specific customer
   def self.sync_by_id(id) 
     CustomerSyncJob.perform_later(id: id)
   end
   
   # returns a human readable string
   def to_s
-    return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
+    last4 = phone_number&.last(4)
+    last4.present? ? "#{name} - #{last4}" : name.to_s
   end
 
   # Push the updates
   def save_with_push
-    begin
+    log "Starting push for customer ##{self.id}..."
-      qbo = Qbo.first
+    qbo = QboConnectionService.current!
-      @details = qbo.perform_authenticated_request do |access_token|
+    CustomerService.new(qbo: qbo, customer: self).push()
-        service = Quickbooks::Service::Customer.new(
+    Rails.cache.delete(details_cache_key)
-          company_id: qbo.realm_id,
-          access_token: access_token
-        )
-        service.update(@details)
-      end
-
-      self.id = @details.id
-    rescue => e
-      errors.add(:base, e.message)
-      return false
-    end
-
     save_without_push
   end
 
@@ -210,19 +189,18 @@ class Customer < ActiveRecord::Base
   alias_method :save, :save_with_push
   
   private
-  
+
-  # pull the details
+  # Fetches the customer's details from QuickBooks Online. If the customer has an ID, it makes an authenticated request to QBO to retrieve the customer's information. If the customer does not have an ID or if there is an error during the fetch, it returns a new instance of Quickbooks::Model::Customer with default values. This method is used to ensure that the customer object has the most up-to-date information from QBO when needed.
-  def pull
+  def fetch_details
-    begin
+    return Quickbooks::Model::Customer.new unless id.present?
-      raise Exception unless self.id
+    log "Fetching details for customer ##{id} from QBO..."
-      qbo = Qbo.first
+    qbo = QboConnectionService.current!
-      @details = qbo.perform_authenticated_request do |access_token|
+    CustomerService.new(qbo: qbo, customer: self).pull()
-        service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
+  end
-        service.fetch_by_id(self.id)
+
-      end
+  # Log messages with the entity type for better traceability
-    rescue Exception => e
+  def log(msg)
-      @details = Quickbooks::Model::Customer.new
+    Rails.logger.info "[Customer] #{msg}"
-    end
   end
   
 end

app/models/employee.rb

@@ -10,11 +10,19 @@
 
 class Employee < ActiveRecord::Base
   
+  include Redmine::I18n
+
   has_many :users
   validates_presence_of :id, :name
 
   self.primary_key = :id
 
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
+  def self.last_sync
+    return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
+    format_time(maximum(:updated_at))
+  end
+  
   # Sync all employees, typically triggered by a scheduled task or manual sync request
   def self.sync
     EmployeeSyncJob.perform_later(full_sync: true)

app/models/estimate.rb

@@ -10,11 +10,19 @@
 
 class Estimate < ActiveRecord::Base
   
+  include Redmine::I18n
+
   has_and_belongs_to_many :issues
   belongs_to :customer 
   validates_presence_of :doc_number, :id
   self.primary_key = :id
 
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
+  def self.last_sync
+    return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
+    format_time(maximum(:updated_at))
+  end
+
   # returns a human readable string
   def to_s
     return self[:doc_number]
@@ -35,40 +43,7 @@ class Estimate < ActiveRecord::Base
     EstimateSyncJob.perform_later(doc_number: number)
   end
 
-  # Magic Method
-  # Maps Get/Set methods to QBO estimate object
-  def method_missing(sym, *arguments)
-    # Check to see if the method exists
-    if Quickbooks::Model::Estimate.method_defined?(sym)
-      # download details if required
-      pull unless @details
-      method_name = sym.to_s
-      # Setter
-      if method_name[-1, 1] == "="
-        @details.method(method_name).call(arguments[0])
-      # Getter
-      else
-        return @details.method(method_name).call 
-      end
-    end
-  end
-
   private
-  
-  # pull the details
-  def pull
-    log "Pulling details for estimate ##{self.id}..."
-    begin
-      raise Exception unless self.id
-      qbo = Qbo.first
-      @details = qbo.perform_authenticated_request do |access_token|
-        service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
-        service(:estimate).fetch_by_id(self.id)
-      end
-    rescue Exception => e
-      @details = Quickbooks::Model::Estimate.new
-    end
-  end
 
   def log(msg)
     Rails.logger.info "[Estimate] #{msg}"

app/models/invoice.rb

@@ -9,6 +9,9 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class Invoice < ActiveRecord::Base
+
+  include Redmine::I18n
+
   has_and_belongs_to_many :issues
   belongs_to :customer
 
@@ -17,6 +20,12 @@ class Invoice < ActiveRecord::Base
 
   self.primary_key = :id
 
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
+  def self.last_sync
+    return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
+    format_time(maximum(:updated_at))
+  end
+
   # Return the invoice's document number as its string representation
   def to_s
     doc_number

app/models/line_item.rb

@@ -0,0 +1,7 @@
+class LineItem < ApplicationRecord
+  belongs_to :issue
+
+  validates :description, presence: true
+  validates :quantity, numericality: { greater_than: 0 }
+  validates :unit_price, numericality: { greater_than_or_equal_to: 0 }
+end

app/models/qbo.rb

@@ -12,24 +12,35 @@ class Qbo < ActiveRecord::Base
     
   include QuickbooksOauth
   include Redmine::I18n
+
+  validate :single_record_only, on: :create
   
   # Updates last sync time stamp
   def self.update_time_stamp
     date = DateTime.now
     log "Updating QBO timestamp to #{date}"
-    qbo = Qbo.first
+    qbo = QboConnectionService.current!
     qbo.last_sync = date
     qbo.save
   end
   
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
   def self.last_sync
-    format_time(Qbo.first.last_sync)
+    qbo = QboConnectionService.current!
+    return I18n.t(:label_qbo_never_synced) unless qbo&.last_sync
+    format_time(qbo.last_sync)
   end
 
   private
 
+  # Logs a message with a QBO-specific prefix for easier identification in the logs.
   def self.log(msg)
     logger.info "[QBO] #{msg}"
   end
 
+  # Validates that only one QBO connection record exists in the database. Adds an error if a record already exists.
+  def single_record_only
+    errors.add(:base, "Only one QBO connection allowed") if Qbo.exists?
+  end
+
 end

app/services/customer_service.rb

@@ -0,0 +1,62 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class CustomerService
+
+  # Initializes the service with a QBO client and an optional customer record. The QBO client is used to communicate with QuickBooks Online, while the customer record contains the data that needs to be pushed to QBO. If no customer is provided, the service will not perform any operations.
+  def initialize(qbo:, customer: nil)
+    raise "No QBO configuration found" unless qbo
+    raise "Customer record is required for push operation" unless customer
+    @qbo = qbo
+    @customer = customer
+  end
+
+  # Pulls the customer data from QuickBooks Online. 
+  def pull
+    return Quickbooks::Model::Customer.new unless @customer.present?
+    log "Fetching details for customer ##{@customer.id} from QBO..."
+    qbo = QboConnectionService.current!
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Customer.new(
+        company_id: qbo.realm_id,
+        access_token: access_token
+      )
+      service.fetch_by_id(@customer.id)
+    end
+  rescue => e
+    log "Fetch failed for #{@customer.id}: #{e.message}"
+    Quickbooks::Model::Customer.new
+  end
+
+   # Pushes the customer data to QuickBooks Online. This method handles the communication with QBO, including authentication and error handling. It uses the QBO client to send the customer data and logs the process for monitoring and debugging purposes. If the push is successful, it returns the customer record; otherwise, it logs the error and returns false.
+  def push
+    log "Pushing customer ##{@customer.id} to QBO..."
+
+    customer = @qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Customer.new( 
+        company_id: @qbo.realm_id, 
+        access_token: access_token 
+      )
+      service.update(@customer.details)
+    end
+
+    @customer.id = customer.id unless @customer.persisted?
+    log "Push for customer ##{@customer.id} completed."
+    return @customer
+  end
+
+  private 
+
+  # Log messages with the entity type for better traceability
+  def log(msg)
+    Rails.logger.info "[CustomerService] #{msg}"
+  end
+
+end

app/services/invoice_push_service.rb

@@ -22,7 +22,7 @@ class InvoicePushService
 
     @invoice.update_column(:qbo_sync_locked, true)
 
-    qbo = Qbo.first
+    qbo = QboConnectionService.current!
 
     qbo.perform_authenticated_request do |access_token|
       service = Quickbooks::Service::Invoice.new( company_id: qbo.realm_id, access_token: access_token)

app/services/pdf_service_base.rb

@@ -28,7 +28,7 @@ class PdfServiceBase
     @qbo.perform_authenticated_request do |access_token|
       service_class = "Quickbooks::Service::#{@entity.name}".constantize
       service = service_class.new(company_id: @qbo.realm_id, access_token: access_token)
-
+      
       return single_pdf(service, doc_ids.first) if doc_ids.size == 1
 
       combined_pdf(service, doc_ids)

app/services/qbo_connection_service.rb

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

app/services/qbo_oauth_service.rb

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

app/services/sync_service_base.rb

@@ -13,6 +13,7 @@ class SyncServiceBase
 
   # Subclasses should initialize with a QBO client instance
   def initialize(qbo:)
+    raise "No QBO configuration found" unless qbo
     @qbo = qbo
     @entity = self.class.model_class
   end
@@ -29,7 +30,7 @@ class SyncServiceBase
     @qbo.perform_authenticated_request do |access_token|
       service_class = "Quickbooks::Service::#{@entity.name}".constantize
       service = service_class.new(company_id: @qbo.realm_id, access_token: access_token)
-
+      
       page = 1
       loop do
         collection = fetch_page(service, page, full_sync)
@@ -109,10 +110,10 @@ class SyncServiceBase
     if local.changed?
       local.save!
       log "Updated #{@entity.name} #{remote.id}"
-    end
 
-    # Handle attaching documents if applicable to invoices
+      # Handle attaching documents if applicable to invoices
-    attach_documents(local, remote)
+      attach_documents(local, remote) 
+    end
 
   rescue => e
       log "Failed to sync #{@entity.name} #{remote.id}: #{e.message}"

app/views/customers/_details.html.erb

@@ -13,22 +13,22 @@
     
     <tr>
       <th><%=t(:label_primary_phone)%></th>
-      <td><%= number_to_phone(customer.primary_phone.gsub(/[^\d]/, '').to_i, area_code: true) if customer.primary_phone %></td>
+      <td><%= number_to_phone(customer&.primary_phone&.gsub(/[^\d]/, '').to_i, area_code: true) %></td>
     </tr>
     
     <tr>
       <th><%=t(:label_mobile_phone)%></th>
-      <td><%= number_to_phone(customer.mobile_phone.gsub(/[^\d]/, '').to_i, area_code: true) if customer.mobile_phone %></td>
+      <td><%= number_to_phone(customer&.mobile_phone&.gsub(/[^\d]/, '').to_i, area_code: true) %></td>
     </tr>
     
      <tr>
         <th><%=t(:label_billing_address)%></th>
-        <td><%= @billing_address %></td>
+        <td><pre><%= @billing_address %></pre></td>
     </tr>
     
      <tr>
         <th><%=t(:label_shipping_address)%></th>
-        <td><%= @shipping_address %></td>
+        <td><pre><%= @shipping_address %></pre></td>
     </tr>
     
     <tr>

app/views/customers/show.html.erb

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

app/views/issues/_form_hook.html.erb

@@ -7,3 +7,6 @@
 <p>
     <%= select_estimate %>
 </p> 
+
+
+<%= render "line_items/issue_form", f: f %>

app/views/line_items/_issue_form.html.erb

@@ -0,0 +1,34 @@
+<% @issue.line_items.build if @issue.line_items.empty? %>
+
+<div class="box tabular" data-nested-form data-wrapper-selector=".line-item">
+  <p><strong>Line Items</strong></p>
+
+  <table class="list line-items-table">
+    <thead>
+      <tr>
+        <th>Description</th>
+        <th style="width:120px;">Quantity</th>
+        <th style="width:150px;">Unit Price</th>
+        <th style="width:80px;"></th>
+      </tr>
+    </thead>
+
+    <tbody data-nested-form-container>
+      <%= f.fields_for :line_items do |item_form| %>
+        <%= render "line_items/line_item_fields", f: item_form %>
+      <% end %>
+    </tbody>
+  </table>
+
+  <template data-nested-form-template>
+    <%= f.fields_for :line_items, LineItem.new, child_index: "NEW_RECORD" do |item_form| %>
+      <%= render "line_items/line_item_fields", f: item_form %>
+    <% end %>
+  </template>
+
+  <p>
+    <button type="button" class="icon icon-add" data-nested-form-add>
+      Add Line Item
+    </button>
+  </p>
+</div>

app/views/line_items/_line_item_fields.html.erb

@@ -0,0 +1,34 @@
+<tr class="line-item">
+  <%= f.hidden_field :id %>
+  <%= f.hidden_field :_destroy %>
+
+  <td>
+    <%= f.text_field :description,
+          size: 50,
+          placeholder: "Description",
+          :no_label => true %>
+  </td>
+
+  <td>
+    <%= f.number_field :quantity,
+          step: 1,
+          min: 1,
+          style: "width:90px;",
+          :no_label => true %>
+  </td>
+
+  <td>
+    <%= f.number_field :unit_price,
+          step: 0.01,
+          style: "width:120px;",
+          :no_label => true %>
+  </td>
+
+  <td style="text-align:center;">
+    <button type="button"
+            class="icon-only icon-del"
+            title="Remove"
+            data-nested-form-remove>
+    </button>
+  </td>
+</tr>

app/views/qbo/_last_sync.html.erb

@@ -1 +1 @@
-<b><%=t(:label_last_sync)%>: </b> <%= Qbo.last_sync if Qbo.exists? %>
+<b><%=t(:label_last_sync)%>: </b> <%= Qbo.last_sync %>

app/views/qbo/_settings.html.erb

@@ -66,12 +66,12 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
 
      <tr>
         <th><%=t(:label_oauth_expires)%></th>
-        <td><%= if Qbo.exists? then Qbo.first.oauth2_access_token_expires_at end %>
+        <td><%= QboConnectionService.current!&.oauth2_access_token_expires_at %>
       </tr>
       
       <tr>
         <th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
-        <td><%= if Qbo.exists? then Qbo.first.oauth2_refresh_token_expires_at end %>
+        <td><%= QboConnectionService.current!&.oauth2_refresh_token_expires_at %>
      </tr>
 
   </tbody>
@@ -89,19 +89,19 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
 <br/>
 
 <div>
-    <b><%=t(:label_customer_count)%>:</b> <%= Customer.count%>
+    <b><%=t(:label_customer_count)%>:</b> <%= Customer.count%> @ <%= Customer.last_sync %>
     </div>
       
     <div>
-        <b><%=t(:label_employee_count)%>:</b> <%= Employee.count %>
+        <b><%=t(:label_employee_count)%>:</b> <%= Employee.count %> @ <%= Employee.last_sync %>
     </div>
     
     <div>
-        <b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %>
+        <b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %> @ <%= Invoice.last_sync%>
     </div>
     
     <div>
-        <b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %>
+        <b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %> @ <%= Estimate.last_sync %>
     </div>
       
     <br/>

assets/javascripts/nested_form_controller.js

@@ -0,0 +1,53 @@
+(function () {
+  function initNestedForms() {
+    document.querySelectorAll("[data-nested-form]").forEach(function (wrapper) {
+      if (wrapper.dataset.initialized === "true") return;
+      wrapper.dataset.initialized = "true";
+
+      const container = wrapper.querySelector("[data-nested-form-container]");
+      const template = wrapper.querySelector("[data-nested-form-template]");
+
+      if (!container || !template) return;
+
+      wrapper.addEventListener("click", function (event) {
+        const addButton = event.target.closest("[data-nested-form-add]");
+        const removeButton = event.target.closest("[data-nested-form-remove]");
+
+        // ADD
+        if (addButton) {
+          event.preventDefault();
+
+          const content = template.innerHTML.replace(
+            /NEW_RECORD/g,
+            Date.now().toString()
+          );
+
+          container.insertAdjacentHTML("beforeend", content);
+        }
+
+        // REMOVE
+        if (removeButton) {
+          event.preventDefault();
+
+          const lineItem = removeButton.closest(wrapper.dataset.wrapperSelector);
+          if (!lineItem) return;
+
+          const destroyField = lineItem.querySelector("input[name*='_destroy']");
+
+          if (destroyField) {
+            destroyField.value = "1";
+            lineItem.style.display = "none";
+          } else {
+            lineItem.remove();
+          }
+        }
+      });
+    });
+  }
+
+  // Works for full load
+  document.addEventListener("DOMContentLoaded", initNestedForms);
+
+  // Works for Turbo navigation
+  document.addEventListener("turbo:load", initNestedForms);
+})();

config/locales/en.yml

@@ -27,10 +27,6 @@ en:
   label_balance_with_jobs: "Balance With Jobs"
   label_bill_time: "Bill Time"
   label_billing_address: "Billing Address"
-  label_billing_error: "Customer could not be billed. Check for Customer or Assignee and try again."
-  label_billing_error_no_customer: "Cannot bill without an assigned customer."
-  label_billing_error_no_employee: "Cannot bill without an assigned employee."
-  label_billing_error_no_qbo: "Cannot bill without a QuickBooks connection. Please connect to QuickBooks and try again."
   label_billing_enqueued: "Billing has been enqueued for issue"
   label_billed_success: "Successfully billed "
   label_client_id: "Intuit QBO OAuth2 Client ID"
@@ -66,6 +62,7 @@ en:
   label_model: "Model"
   label_name: "Name"
   label_new_customer: "New Customer"
+  label_qbo_never_synced: "Never Synced"
   label_no_customers: "There are no customers matching the search term(s)."
   label_no_estimates: "No Estimates"
   label_no_invoices: "No Invoices"
@@ -90,11 +87,15 @@ en:
   label_webhook_token: "Intuit QBO Webhook Token"
   label_week: "Week"
   label_year: "Year"
+  notice_billing_error_no_customer: "Cannot bill without an assigned customer."
+  notice_billing_error_no_employee: "Cannot bill without an assigned employee."
+  notice_billing_error_no_qbo: "Cannot bill without a QuickBooks connection. Please connect to QuickBooks and try again."
   notice_customer_created: "Customer created in QuickBooks"
   notice_customer_deleted: "Customer deleted in QuickBooks"
   notice_customer_not_deleted: "Customer could not be deleted in QuickBooks"
   notice_customer_not_found: "Customer not found in QuickBooks"
   notice_customer_updated: "Customer updated in QuickBooks"
+  notice_error_issue_not_found: "The issue could not be found. Please check the issue and try again."
   notice_error_project_nil: "The issue's project is nil. Set project to:"
   notice_error_tracker_nil: "The issue's tracker is nil. Set tracker to:"
   notice_estimate_created: "Estimate created in QuickBooks"

db/migrate/026_create_line_items.rb

@@ -1,26 +0,0 @@
-#The License
-#
-#Copyright (c) 2016 - 2026 Rick Barrette - All Rights Reserved
-# 
-#Unauthorized copying of this software and associated documentation files (the "Software"), via any medium is strictly prohibited.
-#
-#Proprietary and confidential
-#
-#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 CreateLineItems < ActiveRecord::Migration[5.1]
-  def change  
-    create_table :line_items do |t| 
-      t.integer  :item_id
-      t.float    :amount
-      t.string   :description 
-      t.float    :unit_price 
-      t.float    :quantity
-      t.boolean  :billed
-    end
-    
-    add_reference :line_items, :issues, index: true
-  end
-end

db/migrate/032_add_txn_dates.rb

@@ -11,45 +11,8 @@
 class AddTxnDates < ActiveRecord::Migration[5.1]
 
   def change
-    begin
+    add_column :qbo_invoices, :txn_date, :date
-      add_column :qbo_invoices, :txn_date, :date
+    add_column :qbo_estimates, :txn_date, :date
-      add_column :qbo_estimates, :txn_date, :date
-
-      reversible do |direction|
-        direction.up {
-          break unless Qbo.first
-
-          QboEstimate.reset_column_information
-          QboInvoice.reset_column_information
-
-          say "Sync Estimates"
-
-          QboEstimate.sync
-
-          say "Sync Invoices"
-
-          qbo = Qbo.first
-          invoices = qbo.perform_authenticated_request do |access_token|
-            service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
-            service.all
-          end
-
-          return unless invoices
-
-          invoices.each { |invoice|
-              # Load the invoice into the database
-              qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
-              qbo_invoice.doc_number = invoice.doc_number
-              qbo_invoice.id = invoice.id
-              qbo_invoice.customer_id = invoice.customer_ref
-              qbo_invoice.txn_date = invoice.txn_date
-              qbo_invoice.save!
-          }
-        }
-      end
-    rescue
-      logger.error "AddTxnDates Failed"
-    end
   end
 
-end
+end

db/migrate/034_remove_qbo_items.rb

@@ -12,6 +12,5 @@ class RemoveQboItems < ActiveRecord::Migration[5.1]
   def change
     drop_table :qbo_items
     drop_table :qbo_purchases
-    drop_table :line_items
   end
 end

db/migrate/043_create_line_items.rb

@@ -0,0 +1,42 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class CreateLineItems < ActiveRecord::Migration[7.0]
+  def change
+    create_table :line_items do |t|
+      t.integer :issue_id, null: false
+
+      t.text    :description, null: false
+
+      t.decimal :quantity,
+                precision: 15,
+                scale: 4,
+                null: false,
+                default: 0
+
+      t.decimal :unit_price,
+                precision: 15,
+                scale: 4,
+                null: false,
+                default: 0
+
+      t.decimal :line_total,
+                precision: 15,
+                scale: 4,
+                null: false,
+                default: 0
+
+      t.timestamps
+    end
+
+    add_index :line_items, :issue_id
+    add_foreign_key :line_items, :issues
+  end
+end

init.rb

@@ -14,7 +14,7 @@ Redmine::Plugin.register :redmine_qbo do
   name 'Redmine QBO plugin'
   author 'Rick Barrette'
   description 'A pluging for Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed'
-  version '2026.2.16'
+  version '2026.3.1'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings default: {empty: true}, partial: 'qbo/settings'
@@ -25,6 +25,7 @@ Redmine::Plugin.register :redmine_qbo do
   Issue.safe_attributes :estimate_id
   Issue.safe_attributes :invoice_id
   User.safe_attributes :employee_id
+  Issue.safe_attributes :line_items_attributes
   TimeEntry.safe_attributes :billed
   
   # set per_page globally

lib/redmine_qbo/hooks/issues_hook_listener.rb

@@ -21,8 +21,6 @@ module RedmineQbo
         f = context[:form]
         issue = context[:issue]
         project = context[:project]
-        log issue.inspect
-        log project.inspect
 
         # Customer Name Text Box with database backed autocomplete
         # onchange event will update the hidden customer_id field
@@ -64,7 +62,8 @@ module RedmineQbo
             locals: {
               search_customer: search_customer, 
               customer_id: customer_id, 
-              select_estimate: select_estimate
+              select_estimate: select_estimate,
+              f: context[:form]
             } 
           }
         )

lib/redmine_qbo/hooks/users_show_hook_listener.rb

@@ -20,7 +20,7 @@ module RedmineQbo
         #Employee.update_all
     
         # Check to see if there is a quickbooks user attached to the issue
-        @selected = context[:user].employee.id if context[:user].employee
+        @selected = context[:user]&.employee&.id
 
         # Generate the drop down list of quickbooks contacts
         return "<p>#{context[:form].select :employee_id, Employee.all.pluck(:name, :id), selected: @selected, include_blank: true}</p>"

lib/redmine_qbo/hooks/view_hook_listener.rb

@@ -18,7 +18,8 @@ module RedmineQbo
         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( 'checkbox_controller.js', plugin: :redmine_qbo),
+          javascript_include_tag( 'nested_form_controller.js', plugin: :redmine_qbo)
         ])
       end
 

lib/redmine_qbo/patches/issue_patch.rb

@@ -23,6 +23,8 @@ module RedmineQbo
           belongs_to :customer_token, primary_key: :id
           belongs_to :estimate, primary_key: :id
           has_and_belongs_to_many :invoices
+          has_many :line_items, dependent: :destroy
+          accepts_nested_attributes_for :line_items, allow_destroy: true
 
           before_save :titlize_subject
           after_commit :enqueue_billing, on: :update

lib/redmine_qbo/patches/pdf_patch.rb

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