Log token refresh

This fixes the bug where documents were displayed out of order

Gemfile

@@ -1,8 +1,9 @@
 source 'https://rubygems.org'
 
 gem 'quickbooks-ruby'
-gem 'oauth2', '1.4.7'
+gem 'oauth2'
 gem 'roxml'
+gem 'nhtsa_vin'
 gem 'will_paginate'
 gem 'rails-jquery-autocomplete'
 gem 'jquery-ui-rails'

LICENSE

@@ -1,6 +1,6 @@
 The MIT License (MIT)
 
-Copyright (c) 2016 - 2022 Rick Barrette
+Copyright (c) 2016 - 2024 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

README.md

@@ -8,7 +8,10 @@ The goal of this project is to allow Redmine to connect with Quickbooks Online t
 
 Note: Although the core functionality is complete, this project is still under development & the master branch may be unstable. Tags should be stable and are recommended
 
-Use tags Version 1.0.0+ for Redmine 4+ and Version 0.8.1 for Redine 3
+Use tags for the following Redmine Versions
+* Version 2.0.0+ for Redmine 5+
+* Version 1.0.0+ for Redmine 4+ 
+* Version 0.8.1 for Redine 3
 
 #### Features
 * Issues can be assigned to a Customer via drop down in the edit Issue form
@@ -62,6 +65,7 @@ Note: After the inital synchronization, this plugin will recieve push notificati
 
 ## TODO
   * Add Setting for Sandbox Mode
+  * Seperate Vehicles into a seperate plugin (I use redmine for my automotive shop management 😉)
   * MORE Stuff as I make it up...
 
 ## License

app/controllers/customers_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -10,7 +10,6 @@
 
 # This controller class will handle map management
 class CustomersController < ApplicationController
-  unloadable
 
   include AuthHelper
   helper :issues
@@ -36,7 +35,13 @@ class CustomersController < ApplicationController
   autocomplete :customer, :name, :full => true, :extra_data => [:id]
 
   def allowed_params
-    params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number)
+    params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
+  end
+
+  # getter method for a customer's vehicles
+  # used for customer autocomplete field / issue form
+  def filter_vehicles_by_customer
+    @filtered_vehicles = Vehicle.all.where(customer_id: params[:selected_customer])
   end
 
   # getter method for a customer's invoices
@@ -82,6 +87,7 @@ class CustomersController < ApplicationController
   def show
     begin
       @customer = Customer.find_by_id(params[:id])
+      @vehicles = @customer.vehicles.paginate(:page => params[:page])
       @issues = @customer.issues.order(id: :desc)
       @billing_address = address_to_s(@customer.billing_address)
       @shipping_address = address_to_s(@customer.shipping_address)
@@ -108,7 +114,7 @@ class CustomersController < ApplicationController
   def update
     begin
       @customer = Customer.find_by_id(params[:id])
-      if @customer.update_attributes(allowed_params)
+      if @customer.update(allowed_params)
         flash[:notice] = "Customer updated"
         redirect_to @customer
       else
@@ -135,7 +141,7 @@ class CustomersController < ApplicationController
   def share
 
     Thread.new do
-      logger.debug "Removing expired customer tokens"
+      logger.info "Removing expired customer tokens"
       CustomerToken.remove_expired_tokens
       ActiveRecord::Base.connection.close
     end
@@ -211,14 +217,14 @@ class CustomersController < ApplicationController
   # format a quickbooks address to a human readable string
   def address_to_s (address)
     return if address.nil?
-    string = address.line1
+    string = address.line1 if address.line1
     string << "\n" + address.line2 if address.line2
     string << "\n" + address.line3 if address.line3
     string << "\n" + address.line4 if address.line4
     string << "\n" + address.line5 if address.line5
-    string << " " + address.city
-    string << ", " + address.country_sub_division_code
-    string << " " + address.postal_code
+    string << " " + address.city if address.city
+    string << ", " + address.country_sub_division_code if address.country_sub_division_code
+    string << " " + address.postal_code if address.postal_code
     return string
   end
 

app/controllers/estimate_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -8,7 +8,6 @@
 #
 #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
-  unloadable
   
   include AuthHelper
   
@@ -16,6 +15,15 @@ class EstimateController < ApplicationController
   skip_before_action :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
 
   def get_estimate
+    # Force sync for estimate by doc number if not found
+    if  Estimate.find_by_doc_number(params[:search]).nil?
+      begin
+        Estimate.sync_by_doc_number(params[:search]) if params[:search]
+      rescue
+        logger.info "Estimate.find_by_doc_number failed"
+      end
+    end
+
     estimate = Estimate.find_by_id(params[:id]) if params[:id]
     estimate = Estimate.find_by_doc_number(params[:search]) if params[:search]
     return estimate

app/controllers/invoice_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -8,7 +8,6 @@
 #
 #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
-  unloadable
   
   include AuthHelper
   
@@ -20,10 +19,13 @@ class InvoiceController < ApplicationController
   #
   def show
     begin
-      base = Invoice.get_base
-      invoice = base.fetch_by_id(params[:id])
-      @pdf = base.pdf(invoice)
-      send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+      qbo = Qbo.first
+        qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+        invoice = service.fetch_by_id(params[:id])
+        @pdf = service.pdf(invoice)
+        send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+      end
     rescue
       redirect_to :back, :flash => { :error => "Invoice not found" }
     end

app/controllers/qbo_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -9,7 +9,6 @@
 #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
-  unloadable
   
   require 'openssl'
   
@@ -26,9 +25,10 @@ class QboController < ApplicationController
   # Called when the user requests that Redmine to connect to QBO
   #
   def authenticate
-    oauth2_client = Qbo.get_client
-    callback = Setting.host_name + "/qbo/oauth_callback/" 
-    grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: callback, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
+    redirect_uri = "https://" + Setting.host_name + qbo_oauth_callback_path
+    logger.info "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
   
@@ -37,9 +37,9 @@ class QboController < ApplicationController
   #
   def oauth_callback
     if params[:state].present?
-      oauth2_client = Qbo.get_client
+      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_uri = Setting.host_name + "/qbo/oauth_callback/"
+      redirect_uri = "https://" + Setting.host_name + qbo_oauth_callback_path
       if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
         
         # Remove the last authentication information
@@ -47,12 +47,8 @@ class QboController < ApplicationController
         
         # Save the authentication information 
         qbo = Qbo.new
-        qbo.company_id = params[:realmId]
-        
-        # Generate Access Token & Serialize it into the database
-        access_token = OAuth2::AccessToken.new(oauth2_client, resp.token, refresh_token: resp.refresh_token)
-        qbo.token = access_token.to_hash
-        qbo.expire = 1.hour.from_now.utc
+        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 => "Successfully connected to Quickbooks" }
@@ -88,46 +84,48 @@ class QboController < ApplicationController
     
     # proceed if the request is good
     if hash.eql? signature
-      if request.headers['content-type'] == 'application/json'
-        data = JSON.parse(data)
-      else
-        # application/x-www-form-urlencoded
-        data = params.as_json
-      end
-      # Process the information
-      entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
-      entities.each do |entity|
-        id = entity['id'].to_i
-        name = entity['name']
-       
-        logger.debug "Casting #{name.constantize} to obj"
-
-        # Magicly initialize the correct class
-        obj = name.constantize
-
-        # for merge events
-        obj.destroy(entity['deletedId']) if entity['deletedId']
-        
-        #Check to see if we are deleting a record
-        if entity['operation'].eql? "Delete"
-            obj.destroy(id)
-        #if not then update!
+      Thread.new do
+        if request.headers['content-type'] == 'application/json'
+          data = JSON.parse(data)
         else
-          begin
-            obj.sync_by_id(id)
-          rescue => e
-            logger.error "Failed to call sync_by_id on obj"
-            logger.error e.message
-            logger.error e.backtrace.join("\n")
+          # application/x-www-form-urlencoded
+          data = params.as_json
+        end
+        # Process the information
+        entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
+        entities.each do |entity|
+          id = entity['id'].to_i
+          name = entity['name']
+        
+          logger.info "Casting #{name.constantize} to obj"
+
+          # Magicly initialize the correct class
+          obj = name.constantize
+
+          # for merge events
+          obj.destroy(entity['deletedId']) if entity['deletedId']
+          
+          #Check to see if we are deleting a record
+          if entity['operation'].eql? "Delete"
+            obj.destroy(id)
+          #if not then update!
+          else
+            begin
+              obj.sync_by_id(id)
+            rescue => e
+              logger.error "Failed to call sync_by_id on obj"
+              logger.error e.message
+              logger.error e.backtrace.join("\n")
+            end
           end
         end
+        
+        # Record that last time we updated
+        Qbo.update_time_stamp
+        ActiveRecord::Base.connection.close
       end
-      
-      # Record that last time we updated
-      Qbo.update_time_stamp
-      
       # The webhook doesn't require a response but let's make sure we don't send anything
-      render :nothing => true
+      render :nothing => true, status: 200
     else
       render nothing: true, status: 400
     end
@@ -145,7 +143,6 @@ class QboController < ApplicationController
       if Qbo.exists?
         Customer.sync
         Invoice.sync
-        QboItem.sync
         Employee.sync
         Estimate.sync
         
@@ -155,6 +152,6 @@ class QboController < ApplicationController
       ActiveRecord::Base.connection.close
     end
 
-    redirect_to :home, :flash => { :notice => "Successfully synced to Quickbooks" }
+    redirect_to :home, :flash => { :notice => "Syncing Quickbooks" }
   end
 end

app/controllers/vehicles_controller.rb

@@ -0,0 +1,125 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2024 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.
+
+# This controller class will handle map management
+class VehiclesController < ApplicationController
+
+  include AuthHelper
+
+  before_action :require_user
+
+  def allowed_params
+    params.require(:vehicle).permit(:year, :make, :model, :customer_id, :notes, :vin)
+  end
+
+  # display a list of all vehicles
+  def index
+    if params[:customer_id]
+      begin
+        @vehicles = Customer.find_by_id(params[:customer_id]).vehicles.paginate(:page => params[:page])
+      rescue ActiveRecord::RecordNotFound
+        render_404
+      end
+    end
+
+    # search for a vehicle by vin
+    if params[:search]
+      @vehicles = Vehicle.search(params[:search]).paginate(:page => params[:page])
+      if only_one_non_zero?(@vehicles)
+        redirect_to @vehicles.first
+      end
+    end
+  end
+
+  # return an HTML form for creating a new vehicle
+  def new
+    @vehicle = Vehicle.new
+    @customer = Customer.find_by_id(params[:customer_id]) if params[:customer_id]
+  end
+
+  # create a new vehicle
+  def create
+    @vehicle = Vehicle.new(allowed_params)
+    if @vehicle.save
+      flash[:notice] = "New Vehicle Created"
+      redirect_to @vehicle
+    else
+      flash[:error] = @vehicle.errors.full_messages.to_sentence
+      redirect_to Vehicle.find_by_vin @vehicle.vin
+    end
+  end
+
+  # display a specific vehicle
+  def show
+    begin
+      @vehicle = Vehicle.find_by_id(params[:id])
+      @vin = @vehicle.vin.scan(/.{1,9}/) if @vehicle.vin
+      @issues = @vehicle.issues.order(id: :desc)
+      @closed_issues = (@issues - @issues.open)
+    rescue 
+      render_404
+    end
+  end
+
+  # return an HTML form for editing a vehicle
+  def edit
+    begin
+      @vehicle = Vehicle.find_by_id(params[:id])
+      @customer = @vehicle.customer
+    rescue 
+      render_404
+    end
+  end
+
+  # update a specific vehicle
+  def update
+    @customer = params[:customer]
+    begin
+      @vehicle = Vehicle.find_by_id(params[:id])
+      if @vehicle.update(allowed_params)
+        flash[:notice] = "Vehicle updated"
+        redirect_to @vehicle
+      else
+        redirect_to edit_vehicle_path
+      end
+      #show any errors anyways
+      flash[:error] = @vehicle.errors.full_messages.to_sentence unless @vehicle.errors.empty?
+    rescue 
+      render_404
+    end
+  end
+
+  # delete a specific vehicle
+  def destroy
+    begin
+      Vehicle.find_by_id(params[:id]).destroy
+      flash[:notice] = "Vehicle deleted successfully"
+      redirect_to action: :index
+    rescue 
+      render_404
+    end
+  end
+
+  private
+
+  # 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
+
+end

app/helpers/auth_helper.rb

@@ -13,7 +13,7 @@ module AuthHelper
   def require_user
     return unless session[:token].nil?
     if !User.current.logged?
-      render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
+      render_403
     end
   end
   
@@ -27,14 +27,14 @@ module AuthHelper
   
   def check_permission(permission)
     if !allowed_to?(permission)
-      render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true 
+      render_403
     end
   end
   
   
   def global_check_permission(permission)
     if !globaly_allowed_to?(permission)
-      render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true 
+      render_403
     end
   end
   

app/models/concerns/quickbooks_oauth.rb

@@ -0,0 +1,83 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2023 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.
+
+module QuickbooksOauth
+  extend ActiveSupport::Concern
+
+  OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
+  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
+
+  #== Instance Methods
+
+  def perform_authenticated_request(&block)
+    attempts = 0
+    begin
+      yield oauth_access_token
+    rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
+      Rails.logger.error("QuickbooksOauth.perform: #{ex.message}")
+
+      # to prevent an infinite loop here keep a counter and bail out after N times...
+      attempts += 1
+
+      raise "QuickbooksOauth:ExceededAuthAttempts" if attempts >= 3
+
+      # check if its an invalid_grant first, but assume it is for now
+      refresh_token!
+
+      retry
+    end
+  end
+
+  def refresh_token!
+    Rails.logger.info("QuickbooksOauth.refresh_token!")
+    t = oauth_access_token
+    refreshed = t.refresh!
+
+    if refreshed.params['x_refresh_token_expires_in'].to_i > 0
+      oauth2_refresh_token_expires_at = Time.now + refreshed.params['x_refresh_token_expires_in'].to_i.seconds
+    else
+      oauth2_refresh_token_expires_at = 100.days.from_now
+    end
+
+    Rails.logger.info("QuickbooksOauth.refresh_token!: #{oauth2_refresh_token_expires_at}")
+
+    update!(
+      oauth2_access_token: refreshed.token,
+      oauth2_access_token_expires_at: Time.at(refreshed.expires_at),
+      oauth2_refresh_token: refreshed.refresh_token,
+      oauth2_refresh_token_expires_at: oauth2_refresh_token_expires_at
+    )
+  end
+
+  def oauth_client
+    self.class.construct_oauth2_client
+  end
+
+  def oauth_access_token
+    OAuth2::AccessToken.new(oauth_client, oauth2_access_token, refresh_token: oauth2_refresh_token)
+  end
+
+  def consumer
+    oauth_access_token
+  end
+
+  module ClassMethods
+
+    def construct_oauth2_client
+      options = {
+        site: "https://appcenter.intuit.com/connect/oauth2",
+        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)
+    end
+
+  end
+end

app/models/customer.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -9,20 +9,20 @@
 #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 Customer < ActiveRecord::Base
-  unloadable
   
   has_many :issues
   has_many :purchases
   has_many :invoices
   has_many :estimates
- 
+  has_many :vehicles
+  
   validates_presence_of :id, :name
   
   self.primary_key = :id
   
   # returns a human readable string
   def to_s
-    return name
+    return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
   end
   
   # Convenience Method
@@ -86,6 +86,13 @@ class Customer < ActiveRecord::Base
     #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
@@ -134,28 +141,28 @@ class Customer < ActiveRecord::Base
   # proforms a bruteforce sync operation
   # This needs to be simplified
   def self.sync 
-    service = Qbo.get_base(:customer)
-
     # Sync ALL customers if the database is empty
-    #if count == 0
-      customers = service.all
-    #else
-    #  last = Qbo.first.last_sync
-    #  query = "Select Id, DisplayName From Customer"
-    #  query << " Where Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
-    #  customers = service.query(query)
-    #end
+    qbo = Qbo.first
+    customers = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.all
+    end
     
-    customers.each do |customer|
-      customer = Customer.find_or_create_by(id: customer.id)
-      if customer.active?
-        if not customer.name.eql? customer.display_name
-          customer.name = customer.display_name
-          customer.id = customer.id
+    return unless customers
+    
+    customers.each do |c|
+      logger.info "Processing customer #{c.id}"
+      customer = Customer.find_or_create_by(id: c.id)
+      if c.active?
+        #if not customer.name.eql? c.display_name
+          customer.name = c.display_name
+          customer.id = c.id
+          customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
+          customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
           customer.save_without_push
-        end
+        #end
       else
-        if not customer.new_record?
+        if not c.new_record?
           customer.delete
         end
       end
@@ -171,16 +178,23 @@ class Customer < ActiveRecord::Base
   # proforms a bruteforce sync operation
   # This needs to be simplified
   def self.sync_by_id(id) 
-    service = Qbo.get_base(:customer)
+    qbo = Qbo.first
+    c = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.fetch_by_id(id)
+    end
 
-    customer = service.fetch_by_id(id)
-    customer = Customer.find_or_create_by(id: customer.id)
-    if customer.active?
-      if not customer.name.eql? customer.display_name
-        customer.name = customer.display_name
-        customer.id = customer.id
+    return unless c
+
+    customer = Customer.find_or_create_by(id: c.id)
+    if c.active?
+      #if not customer.name.eql? c.display_name
+        customer.name = c.display_name
+        customer.id = c.id
+        customer.phone_number = c.primary_phone.free_form_number.tr('^0-9', '') unless c.primary_phone.nil?
+        customer.mobile_phone_number = c.mobile_phone.free_form_number.tr('^0-9', '') unless c.mobile_phone.nil?
         customer.save_without_push
-      end
+      #end
     else
       if not customer.new_record?
         customer.delete
@@ -191,7 +205,11 @@ class Customer < ActiveRecord::Base
   # Push the updates
   def save_with_push
     begin
-      @details = Qbo.get_base(:customer).update(@details)
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Customer.new(:company_id => qbo.realm_id, :access_token => access_token)
+        service.update(@details)
+      end
       #raise "QBO Fault" if @details.fault?
       self.id = @details.id
     rescue Exception => e
@@ -209,7 +227,11 @@ class Customer < ActiveRecord::Base
   def pull
     begin
       raise Exception unless self.id
-      @details = Qbo.get_base(:customer).fetch_by_id(self.id)
+      qbo = Qbo.first
+      @details = 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(self.id)
+      end
     rescue Exception => e
       @details = Quickbooks::Model::Customer.new
     end

app/models/customer_token.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -9,7 +9,7 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class CustomerToken < ActiveRecord::Base
-  unloadable
+  
   has_many :issues
   validates_presence_of :issue_id
   before_create :generate_token, :generate_expire_date

app/models/employee.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -9,30 +9,39 @@
 #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.
 
 class Employee < ActiveRecord::Base
-  unloadable
+  
   has_many :users
   validates_presence_of :id, :name
   
-  def self.get_base
-    Qbo.get_base(:employee)
-  end
-  
   def self.sync 
-    employees = get_base.all
+    qbo = Qbo.first
+    employees = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.all
+    end
+
+    return unless employees
     
     transaction do
       # Update the item table
-      employees.each { |employee|
-        employee = 	find_or_create_by(id: employee.id)
-        employee.name = employee.display_name
-        employee.id = employee.id
+      employees.each { |e|
+        logger.info "Processing employee #{e.id}"
+        employee = 	find_or_create_by(id: e.id)
+        employee.name = e.display_name
+        employee.id = e.id
         employee.save!
       }
     end
   end
 
   def self.sync_by_id(id)
-    employee = get_base.fetch_by_id(id)
+    qbo = Qbo.first
+    employee = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Employee.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.fetch_by_id(id)
+    end
+
+    return unless employee
     employee = find_or_create_by(id: employee.id)
     employee.name = employee.display_name
     employee.id = employee.id

app/models/estimate.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -9,22 +9,23 @@
 #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 Estimate < ActiveRecord::Base
-  unloadable
   
   has_and_belongs_to_many :issues
   belongs_to :customer 
   validates_presence_of :doc_number, :id
   self.primary_key = :id
   
-  # return the QBO Estimate service
-  def self.get_base
-    Qbo.get_base(:estimate)
-  end
-  
   # sync all estimates
   def self.sync
-    logger.debug "Syncing ALL estimates"
-    estimates = get_base.all
+    logger.info "Syncing ALL estimates"
+    qbo = Qbo.first
+    estimates = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.all
+    end
+
+    return unless estimates
+
     estimates.each { |estimate|
       process_estimate(estimate)
     }
@@ -35,36 +36,60 @@ class Estimate < ActiveRecord::Base
   
   # sync only one estimate
   def self.sync_by_id(id)
-    logger.debug "Syncing estimate #{id}"
-    process_estimate(get_base.fetch_by_id(id))
+    logger.info "Syncing estimate #{id}"
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
+      process_estimate(service.fetch_by_id(id))
+    end
+  end
+
+  # sync only one estimate
+  def self.sync_by_doc_number(number)
+    logger.info "Syncing estimate by doc number #{number}"
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
+      process_estimate(service.find_by( :doc_number, number).first)
+    end
   end
   
   # update an estimate
   def self.update(id)
     # Update the item table
-    estimate = get_base.fetch_by_id(id)
-    estimate = find_or_create_by(id: id)
-    estimate.doc_number = estimate.doc_number
-    estimate.txn_date = estimate.txn_date
-    estimate.save!
+    qbo = Qbo.first
+    estimate = qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
+      service.fetch_by_id(id)
+    end
+
+    return unless estimate
+
+    e = find_or_create_by(id: id)
+    e.doc_number = estimate.doc_number
+    e.txn_date = estimate.txn_date
+    e.save!
   end
   
   # process an estimate into the database
-  def self.process_estimate(estimate)
-    logger.info "Processing estimate #{estimate.id}"
-    estimate = find_or_create_by(id: estimate.id)
-    estimate.doc_number = estimate.doc_number
-    estimate.customer_id = estimate.customer_ref.value
-    estimate.id = estimate.id
-    estimate.txn_date = estimate.txn_date
+  def self.process_estimate(qbo_estimate)
+    logger.info "Processing estimate #{qbo_estimate.id}"
+    estimate = find_or_create_by(id: qbo_estimate.id)
+    estimate.doc_number = qbo_estimate.doc_number
+    estimate.customer_id = qbo_estimate.customer_ref.value
+    estimate.id = qbo_estimate.id
+    estimate.txn_date = qbo_estimate.txn_date
     estimate.save!
   end
 
   # download the pdf from quickbooks
   def pdf
-    base = Estimate.get_base
-    estimate = base.fetch_by_id(id)
-    return base.pdf(estimate)
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(:company_id => qbo.realm_id, :access_token => access_token)
+      estimate = service.fetch_by_id(id)
+      service.pdf(estimate)
+    end
   end
 
   # Magic Method
@@ -91,7 +116,11 @@ class Estimate < ActiveRecord::Base
   def pull
     begin
       raise Exception unless self.id
-      @details = Qbo.get_base(:estimate).fetch_by_id(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

app/models/invoice.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -9,20 +9,15 @@
 #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
-  unloadable
+  
   has_and_belongs_to_many :issues
   belongs_to :customer 
   validates_presence_of :doc_number, :id, :customer_id, :txn_date
   self.primary_key = :id
   
-  # Get the quickbooks-ruby base for invoice
-  def self.get_base
-    Qbo.get_base(:invoice)
-  end
-  
   # sync ALL the invoices
   def self.sync
-    logger.debug "Syncing all invoices"
+    logger.info "Syncing all invoices"
     last = Qbo.first.last_sync
 
     query = "SELECT Id, DocNumber FROM Invoice"
@@ -30,11 +25,13 @@ class Invoice < ActiveRecord::Base
   
     # TODO actually do something with the above query
     # .all() is never called since count is never initialized
-    if count == 0
-      invoices = get_base.all 
-    else
-      invoices = get_base.query()
+    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 | 
       process_invoice invoice
@@ -43,9 +40,13 @@ class Invoice < ActiveRecord::Base
   
   #sync by invoice ID
   def self.sync_by_id(id)
-    logger.debug "Syncing invoice #{id}"
-    invoice = get_base.fetch_by_id(id) 
-    process_invoice invoice
+    logger.info "Syncing invoice #{id}"
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+      invoice = service.fetch_by_id(id) 
+      process_invoice invoice
+    end
   end
   
   private
@@ -57,7 +58,7 @@ class Invoice < ActiveRecord::Base
     # skip this issue if the issue customer is not the same as the invoice customer
     return if issue.customer_id != invoice.customer_ref.value.to_i
     
-    logger.debug "Attaching invoice #{invoice.id} to issue #{issue.id}"
+    logger.info "Attaching invoice #{invoice.id} to issue #{issue.id}"
     
     invoice = Invoice.find_or_create_by(id: invoice.id)
 
@@ -104,43 +105,62 @@ class Invoice < ActiveRecord::Base
   # this condions causes an infinite loop as the webhook is called when an invoice is updated
   # TODO maybe add a cf_sync_confict flag to invoices
   def self.compare_custom_fields(issue, invoice)
-
-    logger.debug "Comparing custom fields"
+    logger.info "Comparing custom fields"
     # TODO break if Invoice.find(invoice.id).cf_sync_confict
     is_changed = false
-
-    logger.debug "Calling :process_invoice_custom_fields hook"
-    context = Redmine::Hook.call_hook :process_invoice_custom_fields, { issue: issue, invoice: invoice } 
-
-    unless context.nil?
-      logger.debug "We have a context!"
-      context= context.first
-      issue = context[:issue]
-      invoice = context[:invoice]
-      is_changed = context[:is_changed]
-    end
+    
+    # update the invoive custom fields with infomation from the issue if available
+    invoice.custom_fields.each { |cf|
       
-    # Custom Values
-    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
+      # VIN from the attached vehicle
+      # TODO move this into seperate plugin
+      # TODO create hook for seperate plugin 
+      begin
+        if cf.name.eql? "VIN"
+          # Only update if blank to prevent infite loops
+          # TODO check cf_sync_confict flag once implemented
+          if cf.string_value.to_s.blank?
+            logger.info " VIN was blank, updating the invoice vin in quickbooks"
+            vin = Vehicle.find(issue.vehicles_id).vin
+            break if vin.nil?
+            if not cf.string_value.to_s.eql? vin
+              cf.string_value = vin.to_s
+              logger.info "VIN has changed"
+              is_changed = true
+            end
+
+          end
         end
+      rescue
+        #do nothing
       end
-    rescue
-      # Nothing to do here, there is no match
-    end
+      
+      # Custom Values
+      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 updates
     begin
-      logger.debug "Trying to update invoice"
-      get_base.update(invoice) if is_changed
+      logger.info "Trying to update invoice"
+      qbo = Qbo.first
+      qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+        service.update(invoice) if is_changed
+      end
     rescue
       # Do nothing, probaly custome field sync confict on the invoice. 
       # This is a problem with how it's billed
@@ -172,7 +192,11 @@ class Invoice < ActiveRecord::Base
   def pull
     begin
       raise Exception unless self.id
-      @details = Qbo.get_base(:invoice).fetch_by_id(self.id)
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(:company_id => qbo.realm_id, :access_token => access_token)
+        service.fetch_by_id(self.id)
+      end
     rescue Exception => e
       @details = Quickbooks::Model::Invoice.new
     end

app/models/qbo.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -9,86 +9,15 @@
 #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 Qbo < ActiveRecord::Base
-  unloadable
-  validates_presence_of :token, :company_id, :expire
-  serialize :token
-
-  OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
-  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
-  
-  #
-  # Getter for quickbooks OAuth2 client
-  #
-  def self.get_client
-    oauth_params = {
-     site: "https://appcenter.intuit.com/connect/oauth2",
-     authorize_url: "https://appcenter.intuit.com/connect/oauth2",
-     token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer"
-    }
-    return OAuth2::Client.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, oauth_params)
-  end
-  
-  #
-  # Getter for oauth consumer
-  #
-  def self.get_oauth_consumer
-    # Quickbooks Config Info
-    return $qb_oauth_consumer
-  end
-
-  # 
-  # Get a quickbooks base service object for type
-  # @params type of base
-  #
-  def self.get_base(type)
-    # lets getnourbold access token from the database
-    oauth2_client = get_client
-    qbo = self.first
-    access_token = OAuth2::AccessToken.from_hash(oauth2_client, qbo.token)
-
-    # check to see if we need to refresh the acesstoken
-    if qbo.expire.to_time.utc.past?
-      puts "Updating access token"
-      new_access_token_object = access_token.refresh!
-      qbo.token = new_access_token_object.to_hash
-      qbo.expire = 1.hour.from_now.utc
-      qbo.save!
-      access_token = new_access_token_object
-    else
-      puts "Using current token"
-    end
     
-    # build the reqiested service
-    case type
-      when :item
-        return Quickbooks::Service::Item.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :time_activity
-       return Quickbooks::Service::TimeActivity.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :customer
-        return Quickbooks::Service::Customer.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :invoice
-        return Quickbooks::Service::Invoice.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :estimate
-        return Quickbooks::Service::Estimate.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :account
-        return Quickbooks::Service::Account.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :employee
-        return Quickbooks::Service::Employee.new(:company_id => qbo.company_id, :access_token => access_token)
-    else
-      return access_token
-    end
-   
-  end
-   
-   # Get the QBO account
-  def self.get_account
-    first
-  end
+  include QuickbooksOauth
   
   # Updates last sync time stamp
   def self.update_time_stamp
+    date = DateTime.now
+    logger.info "Updating QBO timestamp to #{date}"
     qbo = Qbo.first
-    qbo.last_sync = DateTime.now
+    qbo.last_sync = date
     qbo.save
   end
   

app/models/vehicle.rb

@@ -0,0 +1,98 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2024 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 Vehicle < ActiveRecord::Base
+  
+  belongs_to :customer
+  has_many :issues, :foreign_key => 'vehicles_id'
+  
+  validates_presence_of :customer
+  validates :vin, uniqueness: true
+  before_save :decode_vin
+  
+  self.primary_key = :id
+  
+  # returns a human readable string
+  def to_s
+    if year.nil? or make.nil? or model.nil?
+      return "#{vin}"
+    else
+      split_vin = vin.scan(/.{1,9}/)
+      return "#{year} #{make} #{model} - #{split_vin[1]}"
+    end
+  end
+  
+  # returns the raw JSON details from NHTSA
+  def details
+    get_details if @details.nil?
+    return @details
+  end
+  
+  # Force Upper Case for make numbers
+  def make=(val)
+    # The to_s is in case you get nil/non-string
+    write_attribute(:make, val.to_s.titleize)
+  end
+  
+  # Force Upper Case for model numbers
+  def model=(val)
+    # The to_s is in case you get nil/non-string
+    write_attribute(:model, val.to_s.titleize)
+  end
+  
+  # Force Upper Case & strip VIN of all illegal chars (for barcode scanner)
+  def vin=(val)
+    val = val.to_s.upcase.gsub(/[^A-HJ-NPR-Za-hj-npr-z\d]+/,"")
+    write_attribute(:vin, val)
+  end
+  
+  # search for a vin
+  def self.search(search)
+    where("vin LIKE ?", "%#{search}%")
+  end
+	
+  # decodes a vin and updates self
+  def decode_vin
+    get_details
+    if @details
+      begin
+        self.year = @details.year unless @details.year.nil?
+        self.make = @details.make unless @details.make.nil?
+        self.model = @details.model unless @details.model.nil?
+        self.doors = @details.doors unless @details.doors.nil?
+        self.trim = @details.trim unless @details.trim.nil?
+      rescue Exception => e
+        errors.add(:vin, e.message)
+      end
+    end
+    self.name = to_s
+  end
+  
+  private
+  
+  # init method to pull JSON details from NHTSA
+  def get_details
+    if self.vin?
+      #validate the vin before calling a remote server
+      validation = NhtsaVin.validate(self.vin)
+      begin
+        #if the vin validation failed, raise an exception and exit
+        raise RuntimeError, validation.error unless validation.valid?
+        # query NHTSA for details on the vin
+        query = NhtsaVin.get(self.vin)
+        raise RuntimeError, query.error unless query.valid?
+        @details = query.response
+      rescue Exception => e
+        errors.add(:vin, e.message)
+      end
+    end
+  end
+  
+end

app/views/customers/_actions.html.erb

@@ -0,0 +1,11 @@
+<%= link_to t(:label_appointment), "https://calendar.google.com/calendar/render?action=TEMPLATE&text=#{@customer.name}+-&details=#{ link_to "Customer Details", "https://#{Setting.host_name}#{customer_path @customer.id}"}%0A#{@customer.primary_phone}&dates=#{Time.now.strftime("%Y%m%d")}T090000/#{Time.now.strftime("%Y%m%d")}T170000", target: :_blank %>
+
+<br/>
+<br/>
+
+<%= link_to t(:label_create_estimate), "https://qbo.intuit.com/app/estimate?nameId=#{@customer.id}", target: :_blank %>
+
+<br/>
+<br/>
+
+<%= button_to t(:label_edit_customer), edit_customer_path(@customer), method: :get%> 

app/views/customers/_details.html.erb

@@ -1,5 +1,11 @@
 <table>
   <tbody>
+
+    <tr>
+      <th><%=t(:label_name)%></th>
+      <td><%= customer.name %></td>
+    </tr>
+
     <tr>
       <th><%=t(:label_email)%></th>
       <td><%= customer.email %></td>
@@ -35,9 +41,6 @@
       <td><%= customer.notes %></td>
     </tr>
   </tbody>
-</table>
-<div style="float: right;">
-  <%= button_to t(:label_edit_customer), edit_customer_path(customer), method: :get%> 
-</div> 
+</table> 
 <br/>
 <br/>

app/views/customers/_search.html.erb

@@ -3,4 +3,3 @@
     <%= 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/filter_vehicles_by_customer.js.erb

@@ -0,0 +1 @@
+$('select#issue_vehicles_id').html('<%= j content_tag(:option,'',:value=>"")+options_from_collection_for_select(@filtered_vehicles, :id, :to_s) %>');

app/views/customers/show.html.erb

@@ -1,4 +1,4 @@
-<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= @customer.name %> </h2>
+<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= link_to @customer.to_s, "https://app.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
   <div class="issue">
 
     <div class="splitcontent">
@@ -7,7 +7,22 @@
 
         <h4><%=t(:label_details)%>:</h4>
 
-        <%= render :partial => 'customers/details', locals: {customer: @customer} %>
+        <!-- Customer Info -->
+
+        <div class="splitcontent">
+          <div class="splitcontentleft">
+            <h4><%=t(:label_customer)%>:</h4>
+            <%= render :partial => 'customers/details', locals: {customer: @customer} %>
+          </div>
+
+          <div class="splitcontentleft">
+            <h4><%=t(:label_actions)%>:</h4>
+            <%= render :partial => 'customers/actions', locals: {customer: @customer} %>
+          </div>
+        </div>
+
+
+        <!-- QBO Info -->
 
         <div class="splitcontent">
           <div class="splitcontentleft">
@@ -24,7 +39,11 @@
       </div>
         
       <div class="splitcontentleft">
-        <%= call_hook :show_customer_view_right, {customer: @customer} %>
+        <h4><%=t(:field_vehicles)%>:</h4>
+        <%= render :partial => 'vehicles/list' %>
+        <div style="float: right;">
+          <%= button_to "New Vehicle", new_customer_vehicle_path(@customer), method: :get %>
+        </div>
       </div>
     </div>
 

app/views/estimates/_list.html.erb

@@ -1,6 +1,6 @@
 <% if @customer.present? %>
 
-  <% @customer.estimates.order(doc_number: :desc).each do |estimate| %>
+  <% @customer.estimates.order(id: :desc).each do |estimate| %>
     <div class="row">
       <b><%= link_to "##{estimate.doc_number}", estimate_path(estimate), target: :_blank %></b> <%= estimate.txn_date %>
     </div>

app/views/invoices/_list.html.erb

@@ -1,6 +1,6 @@
 <% if @customer.present? %>
 
-  <% @customer.invoices.order(doc_number: :desc).each do |invoice| %>
+  <% @customer.invoices.order(id: :desc).each do |invoice| %>
     <div class="row">
       <b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
     </div>

app/views/issues/_form_hook.html.erb

@@ -8,3 +8,7 @@
 <p>
     <%= select_estimate %>
 </p> 
+
+<p>
+    <%= vehicle %>
+</p>

app/views/issues/_show_details.html.erb

@@ -17,6 +17,19 @@
    </div>
       
   <div class="splitcontentleft">
-    <%= call_hook :show_issue_view_right, {issue: issue} %>
+    <div class="vehicle attribute">
+      <div class="label"><span><%=t(:field_vehicle)%></span>:</div>
+      <div class="value"><%= vehicle %></div>
+    </div>
+       
+    <div class="vehicle_vin attribute">
+      <div class="label"><span><%=t(:field_vin)%></span>:</div>
+      <div class="value"><%=split_vin[0] if split_vin%><b><%=split_vin[1] if split_vin%></b></div>
+    </div>
+       
+    <div class="vehicle_notes attribute">
+      <div class="label"><span><%=t(:field_notes)%></span>:</div>
+      <div class="value"><%=notes%></div>
+    </div>
   </div>
 </div>

app/views/public/401.html.erb

@@ -1 +0,0 @@
-<%= flash.now[:error] = t(:label_401) %>

app/views/qbo/_settings.html.erb

@@ -15,7 +15,7 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
 
 <!-- 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: '<%= Setting.host_name %>/qbo/authenticate'});
+  intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_authenticate_path %>'});
 </script>
 
 <table >
@@ -58,8 +58,13 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
     </tr>
 
      <tr>
-       <th><%=t(:label_oauth_expires)%></th>
-       <td><%= if Qbo.exists? then Qbo.first.expire end %>
+        <th><%=t(:label_oauth_expires)%></th>
+        <td><%= if Qbo.exists? then Qbo.first.oauth2_access_token_expires_at end %>
+      </tr>
+      
+      <tr>
+        <th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
+        <td><%= if Qbo.exists? then Qbo.first.oauth2_refresh_token_expires_at end %>
      </tr>
 
   </tbody>

app/views/qbo/webhook.erb

@@ -0,0 +1,13 @@
+<!--
+The MIT License (MIT)
+
+Copyright (c) 2024 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.
+-->
+
+<h2>QboController#webhook</h2>

app/views/vehicles/_details.html.erb

@@ -0,0 +1,45 @@
+<div class="issue">
+  <div class="splitcontent">
+    <div class="splitcontentleft">
+      <h4><%=t(:label_details)%>:</h4>
+      
+      <table>
+        <tbody>
+
+          <tr>
+            <th><%= t(:field_customer)%></th>
+            <td><%= link_to vehicle.customer.name, customer_path(vehicle.customer) %></td>
+          </tr>
+        
+          <tr>
+            <th><%= t(:field_vehicle) %></th>
+            <td><%= vehicle.to_s %></td>
+          </tr>
+          
+          <tr>
+            <th><%= t(:field_vin) %></th>
+            <td><%= @vin[0] if @vin %><b><%=@vin[1] if @vin%></b></td>
+          </tr>
+          
+          <th><%= t(:label_trim) %></th>
+            <td><%= vehicle.doors %> <%=t(:label_door) if vehicle.doors? %> <%= vehicle.trim %></td>
+          </tr>
+        </tbody>
+      </table>
+      
+    </div>
+
+    <div class="splitcontentleft">
+
+      <h4><%=t(:field_notes)%>:</h4>
+        <td><%= vehicle.notes %></td>
+      </tr>
+
+    </div>
+  </div>
+</div>
+
+<div style="float: right;">
+  <%= button_to t(:label_edit), edit_vehicle_path(vehicle), method: :get%> 
+  <%= button_to t(:label_delete), vehicle, method: :delete, data: {confirm: t(:warn_ru_sure)} %> 
+</div>

app/views/vehicles/_form.html.erb

@@ -0,0 +1,56 @@
+<div class="row">
+  <div class="span6 columns">
+    <fieldset>
+
+      <%= form_for @vehicle do |f| %> 
+        <div class="clearfix">
+          <%=t(:field_customer)%>:
+          <div class="input">
+            <%= f.autocomplete_field :customer, autocomplete_customer_name_customers_path, :value => @customer.name, :update_elements => {:id => '#customer_id', :value => '#issue_customer'}, :required => true %>
+            <%= f.hidden_field :customer_id, :id => "customer_id", :value => @customer.id %>
+          </div>
+        </div>
+        
+        <div class="clearfix">
+          <%=t(:label_year)%>: 
+          <div class="input">
+            <%= f.number_field :year, :autocomplete => "off"  %>
+          </div>
+        </div>
+        
+        <div class="clearfix">
+          <%=t(:label_make)%>:
+          <div class="input">
+            <%= f.text_field :make, :autocomplete => "off"  %>
+          </div>
+        </div>
+        
+        <div class="clearfix">
+          <%=t(:label_model)%>:
+          <div class="input">
+            <%= f.text_field :model, :autocomplete => "off"  %>
+          </div>
+        </div>
+        
+        <div class="clearfix">
+          <%=t(:field_vin)%>:
+          <div class="input">
+            <%= f.text_field :vin , :autofocus => true %>
+          </div>
+        </div>
+        
+        <div class="clearfix">
+          <%=t(:field_notes)%>: 
+          <div class="input">
+            <%= f.text_area :notes, :cols => 60, :rows => 10, :no_label => true %>
+          </div>
+        </div>
+        
+       <div class="actions">
+        <%= f.submit %>
+       </div>
+      <% end %>
+
+    </fieldset>
+  </div>
+</div>

app/views/vehicles/_list.html.erb

@@ -0,0 +1,28 @@
+<% if @vehicles.present? %>
+
+  <% @vehicles.each do |vehicle| %>
+    <div class="row">
+      <div>
+        <b><%= link_to "##{vehicle.id}", vehicle_path(vehicle) %> </b>
+      </div>
+      
+      <div>
+        <%= vehicle.to_s %>
+        <br/>
+        <%= vehicle.customer %>
+        <br/>
+        <%= vehicle.vin.scan(/.{1,9}/)[0] if vehicle.vin %><b><%=vehicle.vin.scan(/.{1,9}/)[1] if vehicle.vin%></b>
+      </div>
+    </div>
+    <br/>
+  <% end %>
+
+  <div class="actions">
+    <%= will_paginate @vehicles %>
+  </div>
+
+<p><%=t(:label_matching)%> <%=@vehicles.count%> <%=t(:field_vehicles) %> </p>
+
+<% else %>
+  <p><%=t(:label_no_vehicles)%> <%= params[:search] %>.</p>
+<% end %>

app/views/vehicles/_search.html.erb

@@ -0,0 +1,4 @@
+<%= form_tag(vehicles_path, :method => "get", id: "search-form") do %>
+  <%= text_field_tag :search, params[:search], placeholder: t(:label_search_vin), :autocomplete => "off" %>
+  <%= submit_tag t(:label_search) %>
+<% end %>

app/views/vehicles/_vehicle.html.erb

@@ -0,0 +1 @@
+<option value="<%= vehicle.id %>"><%= vehicle.to_s.titleize %></option>

app/views/vehicles/edit.html.erb

@@ -0,0 +1,3 @@
+<h1><%=t(:label_edit_customer_vehicle)%></h1> 
+<br/> 
+<%= render :partial => 'vehicles/form' %>

app/views/vehicles/index.html.erb

@@ -0,0 +1,4 @@
+<h2><%=t(:label_cusomer_vehicles)%> <span style="float:right"> <%= render :partial => 'vehicles/search' %> </span> </h2> 
+<br/> 
+
+<%= render :partial => 'vehicles/list' %>

app/views/vehicles/new.html.erb

@@ -0,0 +1,3 @@
+<h2><%=t(:label_new_vehicle)%></h2> 
+<br/> 
+<%= render :partial => 'vehicles/form' %>

app/views/vehicles/show.html.erb

@@ -0,0 +1,11 @@
+<h2><%=t(:field_vehicle)%> #<%=@vehicle.id%></h2>
+
+<%= render :partial => 'vehicles/details', locals: {vehicle: @vehicle} %>
+
+<h3><%=@issues.open.count%> <%=t(:label_open_issues)%></h3>
+
+<%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
+
+<h3><%=@closed_issues.count%> <%=t(:label_closed_issues)%></h3>
+
+<%= render :partial => 'issues/list_simple', locals: {issues: (@closed_issues)} %>

assets/javascripts/application.js

@@ -1,5 +1,10 @@
 $(function() {
   $("input#issue_customer_id").on("change", function() {
+    $.ajax({
+      url: "/filter_vehicles_by_customer",
+      type: "GET",
+      data: { selected_customer: $("input#issue_customer_id").val() }
+    });
     
     $.ajax({
       url: "/filter_estimates_by_customer",
@@ -8,4 +13,11 @@ $(function() {
     });
   });
     
+  $("input#project_customer_id").on("change", function() {
+    $.ajax({
+      url: "/filter_vehicles_by_customer",
+      type: "GET",
+      data: { selected_customer: $("input#project_customer_id").val() }
+    });
+  });
 });

config/locales/en.yml

@@ -16,21 +16,28 @@ en:
   field_employee: "Employee"
   field_invoice: "Invoice"
   field_estimate: "Estimate" 
+  field_vehicles: "Vehicles"
+  field_vehicle: "Vehicle"
+  field_vin: "VIN"
   field_notes: "Notes"
   field_billed: "Billed"
   label_week: "Week"
   label_search_estimates: "Search Estimates"
   label_search: "Search"
   label_estimates: "Estimates"
-  label_401: "Not Authorized"
   warn_ru_sure: "You sure?"
   label_delete: "Delete"
   label_edit: "Edit"
   label_year: "Year"
   label_make: " Make"
   label_model: "Model"
+  label_no_vehicles: "There are no vehicles containing the term(s)"
   label_no_customers: "There are no customers containing the term(s)"
   label_matching: "Matching "
+  label_search_vin: "Search Vehicles by VIN"
+  label_edit_customer_vehicle: "Edit Customer Vehicle"
+  label_cusomer_vehicles: "Customer Vehicles"
+  label_new_vehicle: "New Customer Vehicle"
   label_open_issues: "Open Issues"
   label_closed_issues: "Closed Issues"
   label_sync: "Sync"
@@ -80,4 +87,8 @@ en:
   label_billing_error: "Cannot bill without a customer assigned"
   label_qbo_sync_success: "Successfully synced to Quickbooks"
   label_hours: "Hours"
-  
+  label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
+  label_name: "Name"
+  label_appointment: "Add Appointment"
+  label_actions: "Actions"
+  label_create_estimate: "Create Estimate"

config/routes.rb

@@ -31,9 +31,15 @@ get 'customers/view/:token', :to => 'customers#view', as: :view
 get 'customers/share/:id', :to => 'customers#share', as: :share
 
 #java script routes
+get 'filter_vehicles_by_customer' => 'customers#filter_vehicles_by_customer'
 get 'filter_estimates_by_customer' => 'customers#filter_estimates_by_customer'
 get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer'
 
+# Nest Vehicles under customers
 resources :customers do
+  resources :vehicles
   get :autocomplete_customer_name, :on => :collection
 end
+
+#allow for just vehicles too
+resources :vehicles

db/migrate/016_create_vehicles.rb

@@ -0,0 +1,24 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 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 CreateVehicles < ActiveRecord::Migration[5.1]
+  
+  def change  
+    create_table :vehicles do |t| 
+      t.integer :year
+      t.string  :make
+      t.string  :model
+      t.string  :vin
+      t.text    :notes
+    end
+    
+    add_reference :vehicles, :qbo_customer, index: true
+  end
+end

db/migrate/017_update_issues_with_vehicles.rb

@@ -0,0 +1,15 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 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 UpdateIssuesWithVehicles < ActiveRecord::Migration[5.1]
+  def change
+    add_reference :issues, :vehicles, index: true
+  end
+end

db/migrate/018_update_vehicles.rb

@@ -0,0 +1,15 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2022 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 UpdateVehicles < ActiveRecord::Migration[5.1]
+  def change
+    add_column :vehicles, :name, :text
+  end
+end

db/migrate/019_qbocustomers_to_customers.rb

@@ -12,5 +12,6 @@ class QbocustomersToCustomers< ActiveRecord::Migration[5.1]
   def change
     rename_table :qbo_customers, :customers
     rename_column :issues, :qbo_customer_id, :customer_id
+    rename_column :vehicles, :qbo_customer_id, :customer_id
   end 
 end

db/migrate/025_update_projects.rb

@@ -11,5 +11,6 @@
 class UpdateProjects < ActiveRecord::Migration[5.1]
   def change
     add_reference :projects, :customer, index: true
+    add_reference :projects, :vehicle, index: true
   end
 end

db/migrate/032_add_txn_dates.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -9,35 +9,46 @@
 #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 AddTxnDates < ActiveRecord::Migration[5.1]
+
   def change
-    add_column :qbo_invoices, :txn_date, :date
-    add_column :qbo_estimates, :txn_date, :date
+    begin
+      add_column :qbo_invoices, :txn_date, :date
+      add_column :qbo_estimates, :txn_date, :date
 
-    reversible do |direction|
-      direction.up {
-        break unless Qbo.first
+      reversible do |direction|
+        direction.up {
+          break unless Qbo.first
 
-        QboEstimate.reset_column_information
-        QboInvoice.reset_column_information
+          QboEstimate.reset_column_information
+          QboInvoice.reset_column_information
 
-        say "Sync Estimates"
+          say "Sync Estimates"
 
-        QboEstimate.sync
+          QboEstimate.sync
 
-        say "Sync Invoices"
+          say "Sync Invoices"
 
-        invoices = QboInvoice.get_base.all
+          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
 
-        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!
+          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
 

db/migrate/033_update_vehicles_trim.rb

@@ -0,0 +1,33 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2024 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 UpdateVehiclesTrim < ActiveRecord::Migration[5.1]
+  def change
+    begin
+      add_column :vehicles, :doors, :text
+      add_column :vehicles, :trim, :text
+
+      reversible do |direction|
+        direction.up {
+
+          # Update local vehicle database by forcing a save, look at before_save
+          vehicles = Vehicle.all
+          vehicles.each { |vehicle|
+              vehicle.save!
+          }
+      }
+      end
+    rescue
+      logger.error "Failed to update vehicles"
+    end
+
+  end
+
+end

db/migrate/037_update_qbo_token.rb

@@ -0,0 +1,22 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2023 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 UpdateQboToken < ActiveRecord::Migration[5.1]
+  def change
+    add_column :qbos, :oauth2_access_token, :text
+    add_column :qbos, :oauth2_access_token_expires_at, :datetime
+    add_column :qbos, :oauth2_refresh_token, :text
+    add_column :qbos, :oauth2_refresh_token_expires_at, :datetime
+    add_column :qbos, :realm_id, :text
+    remove_column :qbos, :company_id
+    remove_column :qbos, :token
+    remove_column :qbos, :expire
+  end
+end

init.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2023 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:
 #
@@ -19,26 +19,28 @@ end
 Redmine::Plugin.register :redmine_qbo do
   
   # About
-  name 'Redmine QBO DEVELOPMENT plugin'
+  name 'Redmine Quickbooks Online plugin'
   author 'Rick Barrette'
-  description 'This is a plugin for Redmine to integrate with QuickBooks Online to allow for seamless integration CRM and invoicing of completed issues'
-  version '1.1.6'
+  description 'This is a plugin for Redmine to intergrate with Quickbooks Online to allow for seamless intergration CRM and invoicing of completed issues'
+  version '2.1.1'
   url 'https://github.com/rickbarrette/redmine_qbo'
-  author_url 'http://rickbarrette.org'
+  author_url 'https://barrettefabrication.com'
   settings :default => {'empty' => true}, :partial => 'qbo/settings'
-  requires_redmine :version_or_higher => '6.0.0'
+  requires_redmine :version_or_higher => '5.1.0'
   
   # Add safe attributes for core models
   Issue.safe_attributes 'customer_id'
   Issue.safe_attributes 'item_id'
   Issue.safe_attributes 'estimate_id'
   Issue.safe_attributes 'invoice_id'
+  Issue.safe_attributes 'vehicles_id'
   User.safe_attributes 'employee_id'
   TimeEntry.safe_attributes 'billed'
   Project.safe_attributes 'customer_id'
-  
+  Project.safe_attributes 'vehicle_id'
+
   # We are playing in the sandbox 
-  Quickbooks.sandbox_mode = true
+  #Quickbooks.sandbox_mode = true
 
   # set per_page globally
   WillPaginate.per_page = 20
@@ -46,8 +48,10 @@ Redmine::Plugin.register :redmine_qbo do
   # Permissions for security
   permission :view_customers, :customers => :index, :public => false
   permission :add_customers, :customers => :new, :public => false
-  
+  permission :view_vehicles, :vehicles => :new, :public => false
+
   # Register top menu items
   menu :top_menu, :customers, { :controller => :customers, :action => :index }, :caption => 'Customers', :if => Proc.new {User.current.logged?}
+  menu :top_menu, :vehicles, { :controller => :vehicles, :action => :index }, :caption => 'Vehicles', :if => Proc.new { User.current.logged? }
     
 end

lib/attachments_controller_patch.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -15,7 +15,6 @@ module AttachmentsControllerPatch
   def self.included(base)
 
     base.class_eval do
-      unloadable # Send unloadable so it will not be unloaded in development
 
       # check if login is globally required to access the application
       def check_if_login_required

lib/issue_patch.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -21,11 +21,11 @@ module IssuePatch
 
     # Same as typing in the class 
     base.class_eval do
-      unloadable # Send unloadable so it will not be unloaded in development
       belongs_to :customer, primary_key: :id
       belongs_to :customer_token, primary_key: :id
       belongs_to :estimate, primary_key: :id
       has_and_belongs_to_many :invoices
+      belongs_to :vehicle, primary_key: :id
     end
     
   end
@@ -51,46 +51,49 @@ module IssuePatch
       if spent_hours > 0 then
         
         # Prepare to create a new Time Activity
-        time_service = Qbo.get_base(:time_activity)
-        item_service = Qbo.get_base(:item)
-        time_entry = Quickbooks::Model::TimeActivity.new
+        qbo = Qbo.first
+        qbo.perform_authenticated_request do |access_token|
+          time_service = Quickbooks::Service::TimeActivity.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)
+          time_entry = Quickbooks::Model::TimeActivity.new
   
-        # Lets total up each activity before billing.
-        # This will simpify the invoicing with a single billable time entry per time activity
-        h = Hash.new(0)
-        spent_time.each do |entry|
-          h[entry.activity.name] += entry.hours
-          # update time entries billed status
-          entry.billed = true
-          entry.save
-        end
-        
-        # Now letes upload our totals for each activity as their own billable time entry
-        h.each do |key, val|
+          # Lets total up each activity before billing.
+          # This will simpify the invoicing with a single billable time entry per time activity
+          h = Hash.new(0)
+          spent_time.each do |entry|
+            h[entry.activity.name] += entry.hours
+            # update time entries billed status
+            entry.billed = true
+            entry.save
+          end
           
-          # Convert float spent time to hours and minutes
-          hours = val.to_i
-          minutesDecimal = (( val - hours) * 60)
-          minutes = minutesDecimal.to_i
+          # Now letes upload our totals for each activity as their own billable time entry
+          h.each do |key, val|
+            
+            # Convert float spent time to hours and minutes
+            hours = val.to_i
+            minutesDecimal = (( val - hours) * 60)
+            minutes = minutesDecimal.to_i
 
-          # Lets match the activity to an qbo item
-          item = item_service.query("SELECT * FROM Item WHERE Name = '#{key}' ").first
-          next if item.nil?
-          
-          # Create the new billable time entry and upload it
-          time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}"
-          time_entry.employee_id = assigned_to.employee_id 
-          time_entry.customer_id = customer_id
-          time_entry.billable_status = "Billable"
-          time_entry.hours = hours
-          time_entry.minutes = minutes
-          time_entry.name_of = "Employee"
-          time_entry.txn_date = Date.today
-          time_entry.hourly_rate = item.unit_price
-          time_entry.item_id = item.id 
-          time_entry.start_time = start_date
-          time_entry.end_time = Time.now
-          time_service.create(time_entry)
+            # Lets match the activity to an qbo item
+            item = item_service.query("SELECT * FROM Item WHERE Name = '#{key}' ").first
+            next if item.nil?
+            
+            # Create the new billable time entry and upload it
+            time_entry.description = "#{tracker} ##{id}: #{subject} #{"(Partial @ #{done_ratio}%)" if not closed?}"
+            time_entry.employee_id = assigned_to.employee_id 
+            time_entry.customer_id = customer_id
+            time_entry.billable_status = "Billable"
+            time_entry.hours = hours
+            time_entry.minutes = minutes
+            time_entry.name_of = "Employee"
+            time_entry.txn_date = Date.today
+            time_entry.hourly_rate = item.unit_price
+            time_entry.item_id = item.id 
+            time_entry.start_time = start_date
+            time_entry.end_time = Time.now
+            time_service.create(time_entry)
+          end
         end
       end
     end

lib/issues_controller_patch.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -23,7 +23,6 @@ module IssuesControllerPatch
   def self.included(base)
 
     base.class_eval do
-      unloadable # Send unloadable so it will not be unloaded in development
       helper Helper
     end
 

lib/issues_form_hook_listener.rb

@@ -26,11 +26,13 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
     # This is done to preload customer information if the entire project is dedicated to a customer
     if context[:project]
       selected_customer = context[:project].customer ? context[:project].customer.id : nil
+      selected_vehicle = context[:project].vehicle ? context[:project].vehicle.id : nil
     end
 
     # Check to see if the issue already belongs to a customer
     selected_customer = context[:issue].customer ? context[:issue].customer.id  : nil
     selected_estimate = context[:issue].estimate ? context[:issue].estimate.id  : nil
+    selected_vehicle = context[:issue].vehicles_id ? context[:issue].vehicles_id : nil
 
     # Load customer information
     customer = Customer.find_by_id(selected_customer) if selected_customer
@@ -50,15 +52,22 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
       :id => "issue_customer_id",
       :onchange => "updateIssueFrom('/issues/#{context[:issue].id}/edit.js', this)"
 
-    # Load estimates
+    # Load estimates & vehicles
     if context[:issue].customer
+      if customer.vehicles
+        vehicles = customer.vehicles.pluck(:name, :id)
+      else
+        vehicles = [nil].compact
+      end
       estimates = customer.estimates.pluck(:doc_number, :id).sort! {|x, y| y <=> x}
     else
+      vehicles = [nil].compact
       estimates = [nil].compact
     end
 
-    # Generate the drop down list of quickbooks estimates
+    # Generate the drop down list of quickbooks estimates & vehicles
     select_estimate = f.select :estimate_id, estimates, :selected => selected_estimate, include_blank: true
+    vehicle = f.select :vehicles_id, vehicles, :selected => selected_vehicle, include_blank: true
 
     # Pass all prebuilt form components to our partial
     context[:controller].send(:render_to_string, {
@@ -68,6 +77,7 @@ class IssuesFormHookListener < Redmine::Hook::ViewListener
 	        customer_id: customer_id, 
 	        context: context, 
 	        select_estimate: select_estimate,
+	        vehicle: vehicle
         } 
       }
     )

lib/issues_show_hook_listener.rb

@@ -35,14 +35,27 @@ class IssuesShowHookListener < Redmine::Hook::ViewListener
 	      invoice_link = invoice_link.html_safe
       end
     end
+    
+    begin
+      v = Vehicle.find(issue.vehicles_id)
+      vehicle = link_to v.to_s, vehicle_path( v.id )
+      vin = v.vin 
+      notes = v.notes
+    rescue
+      #do nothing
+    end
+    
+    split_vin = vin.scan(/.{1,9}/) if vin
 
     context[:controller].send(:render_to_string, {
       :partial => 'issues/show_details',
         locals: {
-          issue: issue,
           customer: customer, 
 	        estimate_link: estimate_link, 
-	        invoice_link: invoice_link
+	        invoice_link: invoice_link, 
+	        vehicle: vehicle, 
+	        split_vin: split_vin,
+	        notes: notes
         } 
       })
   end

lib/pdf_patch.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -11,15 +11,13 @@
 require_dependency 'redmine/export/pdf'
 require_dependency 'redmine/export/pdf/issues_pdf_helper'
 
-module IssuesPdfHelperPatch
+module PdfPatch
 
   def self.included(base)
     base.send(:include, InstanceMethods)
     base.class_eval do
-      unloadable # Send unloadable so it will not be unloaded in development
       alias_method :issue_to_pdf, :issue_to_pdf_with_patch
       alias_method :issue_to_pdf_with_patch, :issue_to_pdf
-      
     end
   end
 
@@ -55,10 +53,16 @@ module IssuesPdfHelperPatch
       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')
-   
-      logger.debug "Calling :pdf_left hook"
-      context = Redmine::Hook.call_hook :pdf_left, { array: left, issue: issue }
-      left = left + context.first unless context.nil?
+      #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')
+      
+      v = Vehicle.find_by_id(issue.vehicles_id)
+      vehicle = v ? v.to_s : nil
+      vin = v ? v.vin : nil
+      notes = v ? v.notes : nil
+      left << [l(:field_vehicles), vehicle]
+      left << [l(:field_vin), vin ? vin.gsub(/(.{9})/, '\1 ') : nil]
+      #left << [l(:field_notes), notes]
       
       right = []
       right << [l(:field_start_date), format_date(issue.start_date)] unless issue.disabled_core_fields.include?('start_date')
@@ -66,10 +70,7 @@ module IssuesPdfHelperPatch
       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)
-   
-      logger.debug "Calling :pdf_right hook"
-      context = Redmine::Hook.call_hook :pdf_right, { array: right, issue: issue }
-      right = right + context.first unless context.nil?
+      right << [l(:field_notes), notes]
 
       rows = left.size > right.size ? left.size : right.size
       while left.size < rows
@@ -253,4 +254,4 @@ module IssuesPdfHelperPatch
   end
 end
 
-Redmine::Export::PDF::IssuesPdfHelper.send(:include, IssuesPdfHelperPatch)
+Redmine::Export::PDF::IssuesPdfHelper.send(:include, PdfPatch)

lib/project_patch.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2017 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -21,8 +21,8 @@ module ProjectPatch
 
   # Same as typing in the class 
   base.class_eval do
-    unloadable # Send unloadable so it will not be unloaded in development
     belongs_to :customer, primary_key: :id
+    belongs_to :vehicle, primary_key: :id
   end
   end
 end

lib/projects_form_hook_listener.rb

@@ -16,12 +16,21 @@ class ProjectsFormHookListener < Redmine::Hook::ViewListener
  
     # Check to see if there is a quickbooks user attached to the issue
     selected_customer = context[:project].customer ? context[:project].customer : nil
+    selected_vehicle = context[:project].vehicle_id ? context[:project].vehicle_id : nil
     
     # Load customer information
     customer = Customer.find_by_id(selected_customer) if selected_customer
     search_customer = f.autocomplete_field :customer, autocomplete_customer_name_customers_path, :selected => selected_customer, :update_elements => {:id => '#project_customer_id', :value => '#project_customer'}
     customer_id = f.hidden_field :customer_id, :id => "project_customer_id"
     
-    return "<p><label for=\"project_customer\">Customer</label>#{search_customer} #{customer_id}</p>"
+    if context[:project].customer
+      vehicles = customer.vehicles.pluck(:name, :id).sort!
+    else
+      vehicles = [nil].compact
+    end
+    
+    vehicle = f.select :vehicle_id, vehicles, :selected => selected_vehicle, include_blank: true
+    
+    return "<p><label for=\"project_customer\">Customer</label>#{search_customer} #{customer_id}</p> <p>#{vehicle}</p>"
   end
 end

lib/user_patch.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 rick barrette
+#Copyright (c) 2024 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:
 #
@@ -20,7 +20,6 @@ module UserPatch
 
     # Same as typing in the class 
     base.class_eval do
-      unloadable # Send unloadable so it will not be unloaded in development
       belongs_to :employee, primary_key: :id
     end
   end