added name function to estimate

README.md

@@ -89,17 +89,6 @@ Supported automation:
 
 Invoices containing an Issue reference (e.g. `#123`) automatically attach to the corresponding Issue.
 
-### Custom Field Synchronization
-
-Invoice custom fields can be mapped to Issue custom fields.
-
-Example use case:
-
-*   Mileage In/Out recorded in Redmine
-    
-*   Automatically synchronized to the QuickBooks invoice.
-    
-
 ### Customer Synchronization
 
 Customer records are automatically updated in the local database when changes occur in QuickBooks.
@@ -153,7 +142,7 @@ https://redmine.yourdomain.com/qbo/webhook
 
 # Installation
 
-## 1\. Clone the Plugin
+## 1. Clone the Plugin
 
 Install the plugin into your Redmine plugins directory.
 
@@ -168,7 +157,7 @@ Use a **tagged release** for stability.
 
 ---
 
-## 2\. Install Dependencies
+## 2. Install Dependencies
 
 ```bash
 bundle install
@@ -178,7 +167,7 @@ Required for **Redmine 6 / Rails 7 compatibility**.
 
 ---
 
-## 3\. Run Database Migrations
+## 3. Run Database Migrations
 
 ```bash
 bundle exec rake redmine:plugins:migrate RAILS_ENV=production
@@ -186,7 +175,7 @@ bundle exec rake redmine:plugins:migrate RAILS_ENV=production
 
 ---
 
-## 4\. Restart Redmine
+## 4. Restart Redmine
 
 Restart your Redmine server so the plugin and hooks are loaded.
 

app/models/estimate.rb

@@ -16,6 +16,10 @@ class Estimate < QboBaseModel
   self.primary_key = :id
   qbo_sync push: false
 
+  def name
+    to_s
+  end
+
   # returns a human readable string
   def to_s
     return self[:doc_number]

app/views/customers/_actions.html.erb

@@ -8,4 +8,9 @@
 <br/>
 <br/>
 
+<%= link_to t(:label_create_payment), "https://qbo.intuit.com/app/recvpayment?nameId=#{@customer.id}", target: :_blank %>
+
+<br/>
+<br/>
+
 <%= button_to t(:label_edit_customer), edit_customer_path(@customer), method: :get%> 

config/locales/en.yml

@@ -34,6 +34,7 @@ en:
   label_closed_issues: "Closed Issues"
   label_connected: "Successfully connected to QuickBooks"
   label_create_estimate: "Create Estimate"
+  label_create_payment: "Create Payment"
   label_customer_count: "Customer Count"
   label_customer_link_expires: "This customer link expires in"
   label_customers: "Customers"

init.rb

@@ -14,7 +14,7 @@ Redmine::Plugin.register :redmine_qbo do
   name 'Redmine QBO plugin'
   author 'Rick Barrette'
   description 'A pluging for Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed'
-  version '2026.3.16'
+  version '2026.3.17'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings default: {empty: true}, partial: 'qbo/settings'

lib/redmine_qbo/hooks/users_show_hook_listener.rb

@@ -16,9 +16,6 @@ module RedmineQbo
       # View User
       def view_users_form(context={})
 
-        # Update the users
-        #Employee.update_all
-    
         # Check to see if there is a quickbooks user attached to the issue
         @selected = context[:user]&.employee&.id