Added qbo_sync flag

app/models/customer.rb

@@ -19,6 +19,7 @@ class Customer < QboBaseModel
   validates_presence_of :name
   before_validation :normalize_phone_numbers
   self.primary_key = :id
+  qbo_sync push: true
   
   acts_as_searchable columns: %w[name phone_number mobile_phone_number ],
                      scope: ->(_context) { left_joins(:project) },

app/models/employee.rb

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

app/models/estimate.rb

@@ -14,6 +14,7 @@ class Estimate < QboBaseModel
   belongs_to :customer 
   validates_presence_of :doc_number, :id
   self.primary_key = :id
+  qbo_sync push: false
 
   # returns a human readable string
   def to_s

app/models/invoice.rb

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

app/models/qbo_base_model.rb

@@ -14,10 +14,10 @@ class QboBaseModel < ActiveRecord::Base
 
   self.abstract_class = true
   validates_presence_of :id
-
+  class_attribute :qbo_push_enabled, default: true
   attr_accessor :skip_qbo_push
-  before_validation :push_to_qbo, on: :create
-  after_commit :push_to_qbo, on: :update, unless: :skip_qbo_push?
+  before_validation :push_to_qbo, on: :create, if: :push_to_qbo?
+  after_commit :push_to_qbo, on: :update, if: :push_to_qbo?
 
   # Returns the details of the entity. 
   # If the details have already been fetched, it returns the cached version. 
@@ -55,6 +55,13 @@ class QboBaseModel < ActiveRecord::Base
     end
   end
 
+  def push_to_qbo?
+    log "qbo_push_enabled #{self.class.qbo_push_enabled}"
+    log "skip_qbo_push #{skip_qbo_push}"
+
+    self.class.qbo_push_enabled && skip_qbo_push != true
+  end
+
   # Repsonds to missing methods by delegating to the QBO entity calss if the method is defined there.
   # This allows for dynamic access to any attributes or methods of the QBO customer without having to explicitly define them in the Subclass model, providing flexibility and reducing boilerplate code.
   def respond_to_missing?(method_name, include_private = false)
@@ -76,7 +83,11 @@ class QboBaseModel < ActiveRecord::Base
   # Flag used to update local without pushing to QBO.
   # This is used to prevent loops with the webhook
   def skip_qbo_push?
-    !!skip_qbo_push
+     !!skip_qbo_push
+  end
+
+  def self.qbo_sync(push: true)
+    self.qbo_push_enabled = push
   end
 
   private

app/services/customer_sync_service.rb

@@ -22,8 +22,8 @@ class CustomerSyncService < SyncServiceBase
     !remote.active?
   end
 
-  map_attribute :name, ->(remote) { remote.display_name }
-  map_attribute :phone_number, ->(remote) { remote.primary_phone&.free_form_number&.gsub(/\D/, '') }
-  map_attribute :mobile_phone_number, ->(remote) { remote.mobile_phone&.free_form_number&.gsub(/\D/, '') }
+  map_attribute :name, :display_name
+  map_phone :phone_number, :primary_phone
+  map_phone :mobile_phone_number, :mobile_phone
 
 end

app/services/estimate_sync_service.rb

@@ -17,6 +17,7 @@ class EstimateSyncService < SyncServiceBase
     Estimate
   end
 
-  map_attribute :customer, ->(remote) { Customer.find_by(id: remote.customer_ref&.value) }
+  map_attributes :doc_number, :txn_date
+  map_belongs_to :customer
 
 end

app/services/invoice_sync_service.rb

@@ -22,7 +22,9 @@ class InvoiceSyncService < SyncServiceBase
     InvoiceAttachmentService.new(local, remote).attach
   end
 
-  map_attribute :customer, ->(remote) { Customer.find_by(id: remote.customer_ref&.value) }
-  map_attribute :total_amount, ->(remote) { remote.total }
-  map_attribute :qbo_updated_at, ->(remote) { remote.meta_data&.last_updated_time }
+  map_attributes :balance, :doc_number, :due_date, :txn_date
+  map_attribute :total_amount, :total
+  map_attribute :qbo_updated_at, "meta_data.last_updated_time"
+  map_belongs_to :customer
+
 end

app/services/sync_service_base.rb

@@ -90,14 +90,111 @@ class SyncServiceBase
     end
   end
 
+  # Attribute Mapping DSL
+  #
+  # This DSL defines how attributes from a QuickBooks Online (QBO) entity
+  # are mapped onto a local ActiveRecord model during synchronization.
+  #
+  # Each mapping registers a lambda in `attribute_map`. When a remote QBO
+  # object is processed, the lambda is executed to extract and transform
+  # the value that will be assigned to the local model attribute.
+  #
+  # The DSL supports several mapping patterns:
+  #
+  # 1. Direct attribute mapping (same name)
+  #
+  #      map_attribute :doc_number
+  #
+  #    Equivalent to:
+  #
+  #      local.doc_number = remote.doc_number
+  #
+  # 2. Renamed attribute mapping
+  #
+  #      map_attribute :total_amount, :total
+  #
+  #    Equivalent to:
+  #
+  #      local.total_amount = remote.total
+  #
+  # 3. Custom transformation logic
+  #
+  #      map_attribute :qbo_updated_at do |remote|
+  #        remote.meta_data&.last_updated_time
+  #      end
+  #
+  #    Useful for nested fields or computed values.
+  #
+  # 4. Bulk attribute mapping
+  #
+  #      map_attributes :doc_number, :txn_date, :due_date
+  #
+  #    Convenience helper that maps multiple attributes with identical names.
+  #
+  # 5. Foreign key / reference mapping
+  #
+  #      map_belongs_to :customer
+  #
+  #    Resolves a QBO reference object (e.g. `customer_ref.value`) and finds
+  #    the associated local ActiveRecord model.
+  #
+  # 6. Specialized helpers
+  #
+  #      map_phone :phone_number, :primary_phone
+  #
+  #    Extracts and normalizes phone numbers by stripping non-digit characters.
+  #
+  # Internally, the mappings are stored in `attribute_map` and executed by the
+  # SyncService during `process_attributes`, which iterates through each mapping
+  # and assigns the computed value to the local record.
+  #
+  # This design keeps synchronization services declarative, readable, and easy
+  # to extend while centralizing transformation logic in a single DSL.
   class << self
-    def map_attribute(local, remote = nil, &block)
-      attribute_map[local] = block || remote
+
+    def map_attributes(*attrs)
+      attrs.each do |attr|
+        map_attribute(attr)
+      end
+    end
+
+
+    def map_attribute(local_attr, remote_attr = nil, &block)
+      attribute_map[local_attr] =
+        if block_given?
+          block
+        elsif remote_attr
+          ->(remote) do
+            remote_attr.to_s.split('.').reduce(remote) do |obj, method|
+              obj&.public_send(method)
+            end
+          end
+        else
+          ->(remote) { remote.public_send(local_attr) }
+        end
     end
 
     def attribute_map
       @attribute_map ||= {}
     end
+
+    def map_belongs_to(local_attr, ref: nil, model: nil)
+      ref ||= "#{local_attr}_ref"
+      model ||= local_attr.to_s.classify.constantize
+
+      attribute_map[local_attr] = lambda do |remote|
+        ref_obj = remote.public_send(ref)
+        id = ref_obj&.value
+        id ? model.find_by(id: id) : nil
+      end
+    end
+
+    def map_phone(local_attr, remote_attr)
+      attribute_map[local_attr] = lambda do |remote|
+        phone = remote.public_send(remote_attr)
+        phone&.free_form_number&.gsub(/\D/, '')
+      end
+    end
   end
 
   # Log messages with the entity type for better traceability
@@ -108,7 +205,7 @@ class SyncServiceBase
   # Create or update a local entity record based on the QBO remote data
   def persist(remote)
     local = @entity.find_or_initialize_by(id: remote.id)
-
+    
     if destroy_local?(remote)
       if local.persisted?
         local.destroy
@@ -118,11 +215,12 @@ class SyncServiceBase
     end
 
     process_attributes(local, remote)
-
-    if local.changed?
+    
+    if local.new_record? || local.changed?
+      was_new = local.new_record?
       local.skip_qbo_push = true
-      local.save
-      log "Updated #{@entity.name} #{remote.id}"
+      local.save!
+      log "#{was_new ? 'Created' : 'Updated'} #{@entity.name} #{remote.id}"
       attach_documents(local, remote)
     end
 
@@ -133,9 +231,13 @@ class SyncServiceBase
   # Maps remote attributes to local model
   def process_attributes(local, remote)
     log "Processing #{@entity} ##{remote.id}"
-    self.class.attribute_map.each do |local_attr, remote_attr|
-      value = extract_value(remote, remote_attr)
-      local.public_send("#{local_attr}=", value)
+
+    self.class.attribute_map.each do |local_attr, mapper|
+      value = mapper.call(remote)
+
+      if local.public_send(local_attr) != value
+        local.public_send("#{local_attr}=", value)
+      end
     end
   end