Version 2026.8.1

app/models/customer.rb

@@ -21,6 +21,9 @@ class Customer < QboBaseModel
   self.primary_key = :id
   qbo_sync push: true
 
+  # Normalize the local database column :name
+  normalizes :name, with: ->(name) { name.to_s.strip.titleize }
+  
   acts_as_searchable columns: %w[name phone_number mobile_phone_number ],
                      scope: ->(_context) { left_joins(:project) },
                      date_column: :updated_at
@@ -61,8 +64,9 @@ class Customer < QboBaseModel
 
   # Updates Both local DB name & QBO display_name
   def name=(s)
-    details.display_name = s
+    super(s)
-    super
+    # Write the normalized value from Active Record to QBO details
+    details.display_name = self.name
   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.

app/views/customers/_details.html.erb

@@ -2,57 +2,53 @@
   <tbody>
 
     <tr>
-      <th><%=t(:label_name)%></th>
+      <th><%= t(:label_name) %></th>
       <td><%= customer.name %></td>
     </tr>
 
     <tr>
-      <th><%=t(:label_email)%></th>
+      <th><%= t(:label_email) %></th>
       <td><%= customer.email %></td>
     </tr>
     
     <tr>
-      <th><%=t(:label_primary_phone)%></th>
+      <th><%= t(:label_primary_phone) %></th>
       <td><%= number_to_phone(customer&.primary_phone&.gsub(/[^\d]/, '').to_i, area_code: true) %></td>
     </tr>
     
     <tr>
-      <th><%=t(:label_mobile_phone)%></th>
+      <th><%= t(:label_mobile_phone) %></th>
       <td><%= number_to_phone(customer&.mobile_phone&.gsub(/[^\d]/, '').to_i, area_code: true) %></td>
     </tr>
     
-     <tr>
+    <tr>
-        <th><%=t(:label_billing_address)%></th>
+      <th><%= t(:label_billing_address) %></th>
-        <td><pre><%= @billing_address %></pre></td>
+      <td><pre><%= @billing_address %></pre></td>
-    </tr>
-    
-     <tr>
-        <th><%=t(:label_shipping_address)%></th>
-        <td><pre><%= @shipping_address %></pre></td>
     </tr>
     
     <tr>
-        <th><%=t(:label_account_balance)%></th>
+      <th><%= t(:label_shipping_address) %></th>
-        <td>$<%= customer.balance %></td>
+      <td><pre><%= @shipping_address %></pre></td>
     </tr>
     
     <tr>
-      <th colspan="2"><h4><%=t(:field_notes)%></hr></th>
+      <th><%= t(:label_account_balance) %></th>
+      <td>$<%= customer.balance %></td>
     </tr>
     
-    <tr>
+    <% if customer.notes.present? %>
-      <td colspan="2">
+      <tr>
-       <pre id="note-display" style="text-align: left; white-space: pre-wrap; font-family: inherit;">
+        <th colspan="2"><h4><%= t(:field_notes) %></h4></th>
-          <%= customer.notes %>
+      </tr>
-        </pre>
-      </td>
-    </tr>
 
-    <script>
+      <tr>
-        const preElement = document.getElementById('note-display');
+        <td colspan="2">
-        // This takes the text, trims the edges, and puts it back
+          <div class="wiki">
-        preElement.textContent = preElement.textContent.trim();
+            <%= textilizable(customer, :notes) %>
-      </script>
+          </div>
+        </td>
+      </tr>
+    <% end %>
 
   </tbody>
 </table> 

app/views/customers/_form.html.erb

@@ -32,20 +32,17 @@
           </div>
         </div>
         
-        <div class="clearfix">
+       <div class="clearfix">
           <%=t(:field_notes)%>: 
           <div class="input">
-            <p>  
+             <p>
-              <%= content_tag :span, id: "issue_description_and_toolbar" do %>
+                <%= f.text_area :notes,
-              <%= f.text_area :notes,
+                                rows: 8,
-                    cols: 60,
+                                class: 'wiki-edit',
-                    rows: 10,
+                                style: 'width: 95%;',
-                    accesskey: accesskey(:edit),
+                                id: 'customer_appointment_description' %>
-                    class: 'wiki-edit',
+                <%= wikitoolbar_for 'customer_appointment_description' %>
-                    no_label: true %>
+              </p>
-              <% end %>
-            </p>
-            <%= wikitoolbar_for :issue_description %>
           </div>
         </div>
         

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 '2026.3.17'
+  version '2026.8.1'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings default: {empty: true}, partial: 'qbo/settings'