Reworked push on save and refactored variable names

Refactored models and services to use a base class

README.md

@@ -1,14 +1,21 @@
-# Redmine QuickBooks Online
+# Redmine QuickBooks Online Plugin
 
-A plugin for Redmine to connect to QuickBooks Online.
+A plugin for **Redmine** that integrates with **QuickBooks Online (QBO)** to automatically create **Time Activity entries** from billable hours logged on Issues.
 
-The goal of this project is to allow Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed.
+When an Issue associated with a Customer is closed, the plugin generates corresponding Time Activities in QuickBooks based on the Redmine Time Entries recorded for that Issue.
 
-## Disclaimer
+---
 
-**Note:** Although the core functionality is complete, this project is still under development and the master branch may be unstable. Tags should be stable and are recommended.
+# Disclaimer
 
-## Compatibility
+The core functionality is implemented, but the project is **under active development**.
+
+The `master` branch may contain unstable changes.  
+For production deployments, **use a tagged release**.
+
+---
+
+# Compatibility
 
 | Plugin Version | Redmine Version |
 | :--- | :--- |
@@ -17,85 +24,244 @@ The goal of this project is to allow Redmine to connect with QuickBooks Online t
 | Version 1.0.0+ | Redmine 4 |
 | Version 0.8.1 | Redmine 3 |
 
-## Features
+---
 
-* **Customer Assignment:** Issues can be assigned to a Customer via a dropdown in the edit Issue form.
-    * Once a customer is attached to an Issue, you can attach an Estimate to the issue via a dropdown menu.
-* **Employee Mapping:** An Employee is assigned to a Redmine User via a dropdown in the User Administration page.
-* **Automatic Billing:** If an Issue has been assigned a Customer, the following happens when the Issue is closed:
-    * A new Time Activity will be billed against the Customer assigned to the issue for each Redmine Time Entry.
-    * Time Entries will be totalled up by Activity name. This allows billing for different activities without having to create separate Issues.
-    * The Time Activity names are used to dynamically lookup Items in QuickBooks.
-    * If there are no Items that match the Activity name, it will be skipped and will not be billed to the Customer.
-    * Labor Rates are set by the corresponding Item in QuickBooks.
-* **Customer Management:** Customers can be created via the New Customer Page.
-    * Customers can be searched by name or phone number.
-    * Basic information for the Customer can be viewed/edited via the Customer page.
-* **Webhook Support:**
-    * **Invoices:** Automatically attached to an Issue if a line item contains a hashtag number (e.g., `#123`).
-    * **Custom Fields:** Invoice Custom Fields are matched to Issue Custom Fields and are automatically updated in QuickBooks. (Useful for extracting Mileage In/Out from the Issue to update the Invoice).
-    * **Sync:** Customers are automatically updated in the local database.
-* **Plugin View Hooks** Allows intergration of other features supported by companion plugins, for example [redmine_qbo_vehicles](https://github.com/rickbarrette/redmine_qbo_vehicles) adds customer vehicle interation
+# Features
 
-## Prerequisites
+## Issue Billing Integration
 
-* Sign up to become a developer for Intuit: https://developer.intuit.com/
-* Create your own application to obtain your API keys.
-* Set up the webhook service to `https://redmine.yourdomain.com/qbo/webhook`
-
-## Installation
-
-1. **Clone the plugin:**
-   Clone this repo into your plugin folder and checkout a tagged version.
-   ```bash
-   cd path/to/redmine/plugins
-   git clone git@github.com:rickbarrette/redmine_qbo.git
-   cd redmine_qbo
-   git checkout <tag>
-   ```
-
-2.  **Install dependencies:** *Crucial for Redmine 6 / Rails 7 compatibility.*
+*   Assign a **QuickBooks Customer** to a Redmine Issue.
     
-    Bash
-    
-    ```
-    bundle install
-    ```
-    
-3.  **Migrate your database:**
-    
-    Bash
-    
-    ```
-    bundle exec rake redmine:plugins:migrate RAILS_ENV=production
-    ```
-    
-4.  **Restart Redmine:** You must restart your Redmine server instance for the plugin and hooks to load.
-    
-5.  **Configuration:**
-    
-    *   Navigate to the plugin configuration page (`Administration > Plugins > Configure`).
-        
-    *   Supply your own OAuth Key & Secret.
-        
-    *   After saving the Key & Secret, click the **Authenticate** link on the configuration page to connect to QBO.
-        
-6.  **User Mapping:**
-    
-    *   Assign an Employee to each of your users via the **User Administration Page**.
-        
+*   Optionally associate a **QuickBooks Estimate** with the Issue.
 
-## Usage
+*   Automatically associates a **QuickBooks Invoice** with the Issue.
+    
 
-To enable automatic Time Activity entries for an Issue, you simply need to assign a Customer to an Issue via the dropdowns in the issue creation/update form.
+---
 
-**Note:** After the initial synchronization, this plugin will receive push notifications via Intuit's webhook service.   
+## Automatic Time Activity Creation
 
-## Companion Plugin Hooks
-* :pdf_left, { issue: issue }
-* :pdf_right, { issue: issue }
-* :process_invoice_custom_fields, { issue: issue, invoice: invoice } 
-* :show_customer_view_right, {customer: @customer}
+When an Issue with an assigned Customer is closed:
+
+*   A **Time Activity** is created in QuickBooks for each relevant Redmine Time Entry.
+    
+*   Time Entries are **grouped by Activity name**.
+    
+*   Activity names are used to **dynamically match Items in QuickBooks**.
+    
+*   If no matching Item exists, the activity is **skipped**.
+    
+*   **Labor rates** are determined by the associated QuickBooks Item.
+    
+
+---
+
+## Employee Mapping
+
+Redmine Users can be mapped to **QuickBooks Employees** through the **User Administration** page.
+
+This ensures Time Activities are recorded under the correct employee in QuickBooks.
+
+---
+
+## Customer Management
+
+The plugin provides basic Customer management:
+
+*   Create Customers directly from Redmine
+    
+*   Search Customers by **name or phone number**
+    
+*   View and edit Customer information
+    
+
+Customers are synchronized with QuickBooks.
+
+---
+
+## Webhook Support
+
+The plugin listens for **QuickBooks webhook events**.
+
+Supported automation:
+
+### Invoice Linking
+
+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.
+
+---
+
+## Plugin Hooks
+
+The plugin exposes several hooks for extending functionality through companion plugins.
+
+Example:
+
+`redmine_qbo_vehicles`  
+Adds support for tracking **customer vehicles** associated with Issues.
+
+Available hooks:
+
+|Type|Hook|Note
+|--|--|--|
+View Hook|:pdf_left, { issue: issue }  | Used to add text to left side of PDF
+View Hook|:pdf_right, { issue: issue }  | Used to add text to right side of PDF
+Hook|process_invoice_custom_fields, { issue: issue, invoice: invoice }  | Used to process invoice custom fields
+View Hook|:show_customer_view_right, { customer: customer } | Used to show partials on right side of customer view
+Hook| :qbo_additional_entities | Used to add additional entites to be processed by the WebhookProcessJob
+Hook| :qbo_full_sync | Used to add a Class to be called by the QboSyncDispatcher
+
+---
+
+# Prerequisites
+
+Before installing the plugin:
+
+1.  Create a QuickBooks developer account:
+    
+
+[https://developer.intuit.com/](https://developer.intuit.com/)
+
+2.  Create an **Intuit application** to obtain:
+    
+
+*   Client ID
+    
+*   Client Secret
+    
+
+3.  Configure the QuickBooks webhook endpoint:
+    
+
+https://redmine.yourdomain.com/qbo/webhook
+
+---
+
+# Installation
+
+## 1\. Clone the Plugin
+
+Install the plugin into your Redmine plugins directory.
+
+```bash
+cd /path/to/redmine/plugins  
+git clone https://github.com/rickbarrette/redmine_qbo.git  
+cd redmine_qbo  
+git checkout <tag>
+```
+
+Use a **tagged release** for stability.
+
+---
+
+## 2\. Install Dependencies
+
+```bash
+bundle install
+```
+
+Required for **Redmine 6 / Rails 7 compatibility**.
+
+---
+
+## 3\. Run Database Migrations
+
+```bash
+bundle exec rake redmine:plugins:migrate RAILS_ENV=production
+```
+
+---
+
+## 4\. Restart Redmine
+
+Restart your Redmine server so the plugin and hooks are loaded.
+
+---
+
+# Configuration
+
+1.  Navigate to:
+    
+
+Administration → Plugins → Configure
+
+2.  Enter your **QuickBooks Client ID and Client Secret**.
+    
+3.  Save the configuration.
+    
+4.  Click **Authenticate** to complete the OAuth connection with QuickBooks Online.
+    
+
+Once authentication succeeds, the plugin performs an **initial synchronization**.
+
+---
+
+# User Mapping
+
+Each Redmine user must be mapped to a QuickBooks Employee.
+
+Navigate to:
+
+Administration → Users
+
+Then assign the corresponding **QuickBooks Employee** to each user.
+
+---
+
+# Usage
+
+To enable automatic billing:
+
+1.  Assign a **Customer** to an Issue.
+    
+2.  Log billable time using **Redmine Time Entries**.
+    
+3.  Close the Issue.
+    
+
+When the Issue is closed, the plugin automatically generates the corresponding **Time Activity entries in QuickBooks Online**.
+
+After the initial synchronization, the plugin receives updates through **Intuit webhooks**.
+
+---
+
+# Troubleshooting
+
+### Time Activities Not Created
+
+Verify that:
+
+*   The Issue has a **Customer assigned**
+    
+*   Time Entries exist for the Issue
+    
+*   Activity names match **QuickBooks Item names**
+    
+
+---
+
+### Webhooks Not Triggering
+
+Ensure the QuickBooks webhook endpoint is reachable:
+
+https://redmine.yourdomain.com/qbo/webhook
+
+Also verify webhook configuration in the Intuit developer dashboard.
 
 ## License
 

app/controllers/customers_controller.rb

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

app/controllers/estimate_controller.rb

@@ -8,71 +8,72 @@
 #
 #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
-  
   include AuthHelper
+
+  before_action :require_user, unless: -> { session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: -> { session[:token].nil? }
+  before_action :load_estimate, only: [:show, :doc]
   
-  before_action :require_user, unless: proc {|c| session[:token].nil? }
-  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: proc {|c| session[:token].nil? }
-
-  def get_estimate
-    log "Searching for estimate with params: #{params.inspect}"
-
-    e = Estimate.find_by_doc_number(params[:search]) if params[:search]
-    e = Estimate.find_by_id(params[:id]) if params[:id]
-
-    # Force sync for estimate by doc number if not found
-    if  e.nil? && params[:search]
-      begin
-        Estimate.sync_by_doc_number(params[:search])
-        e = Estimate.find_by_doc_number(params[:search])
-      rescue
-        log "Estimate.find_by_doc_number failed"
-      end
-    end
-
-    # Force sync for estimate by id if not found
-    if  e.nil? && params[:id]
-      begin
-        Estimate.sync_by_id(params[:id])
-        e = Estimate.find_by_id(params[:id])
-      rescue
-        log "Estimate.find_by_id failed"
-      end
-    end
-
-    return e
-  end
-  
-  #
-  # Downloads and forwards the estimate pdf
-  #
-  def show
-    estimate = get_estimate
-
-    begin
-      send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", disposition: :inline, type: "application/pdf"
-    rescue
-      redirect_to :back, flash: { error: I18n.t(:notice_estimate_not_found) }
-    end
-  end
-
-  #
-  # Downloads estimate by document number
-  #
+  # Displays the estimate PDF in the browser or redirects with an error if not found.
   def doc
-    estimate = get_estimate
-    
-    begin
-      send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", disposition: :inline, type: "application/pdf"
-    rescue
-      redirect_to :back, flash: { error: I18n.t(:notice_estimate_not_found) }
-    end
+    render_pdf(@estimate)
+  end
+
+  # Displays the estimate PDF in the browser or redirects with an error if not found.
+  def show
+    render_pdf(@estimate)
   end
 
   private
 
+  # Loads the estimate based on ID or doc number, with a fallback to sync if not found locally.
+  def load_estimate
+    log "Attempting to load Estimate with params: #{params.inspect}"
+    @estimate = find_estimate || sync_and_find_estimate
+
+    unless @estimate
+      redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_estimate_not_found) }
+    end
+  end
+
+  # Attempts to find the estimate locally by ID or doc number.
+  def find_estimate
+    return Estimate.find_by(doc_number: params[:search]) if params[:search].present?
+    return Estimate.find_by(id: params[:id]) if params[:id].present?
+  end
+
+  # If the estimate is not found locally, attempts to sync it from the source and find it again.
+  def sync_and_find_estimate
+
+    if params[:search].present?
+      log "Estimate #{params[:search]} not found locally. Syncing by doc number."
+      Estimate.sync_by_doc_number(params[:search])
+      return Estimate.find_by(doc_number: params[:search])
+    end
+
+    if params[:id].present?
+      log "Estimate #{params[:id]} not found locally. Syncing by ID."
+      Estimate.sync_by_id(params[:id])
+      return Estimate.find_by(id: params[:id])
+    end
+
+    nil
+  rescue StandardError => e
+    log "Estimate sync failed: #{e.message}"
+    nil
+  end
+
+  # Renders the estimate PDF or redirects with an error if rendering fails.
+  def render_pdf(estimate)
+    pdf, ref = EstimatePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: [estimate.id])
+    send_data( pdf, filename: "estimate #{ref}.pdf", disposition: :inline, type: "application/pdf" )
+  rescue StandardError => e
+    log "PDF render failed for Estimate #{estimate&.id}: #{e.message}"
+    redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_estimate_not_found) }
+  end
+
+  # Logs messages with a consistent prefix for easier debugging.
   def log(msg)
     Rails.logger.info "[EstimateController] #{msg}"
   end
-
-end
+end

app/controllers/invoice_controller.rb

@@ -8,53 +8,29 @@
 #
 #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
-  
   include AuthHelper
-  require 'combine_pdf'
 
-  before_action :require_user, unless: proc {|c| session[:token].nil? }
-  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: proc {|c| session[:token].nil? }
-  
-  #
-  # Downloads and forwards the invoice pdf
-  #
+  before_action :require_user, unless: -> { session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: -> { session[:token].nil? }
+
+  # Displays the invoice PDF in the browser or redirects with an error if not found.
   def show
-    log "Processing request for URL: #{request.original_url}" 
-    begin
-      qbo = Qbo.first
-        qbo.perform_authenticated_request do |access_token|
-        service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
-        
-        # If multiple id's then pull each pdf & combine them
-        if params[:invoice_ids]
-          log "Grabbing pdfs for " + params[:invoice_ids].join(', ')
-          ref = ""
-          params[:invoice_ids].each do |i|
-            log "processing " + i
-            invoice = service.fetch_by_id(i)
-            ref += " #{invoice.doc_number}"
-            @pdf << CombinePDF.parse(service.pdf(invoice)) unless @pdf.nil?
-            if @pdf.nil?
-              @pdf = CombinePDF.parse(service.pdf(invoice))
-            end
-          end
-          @pdf = @pdf.to_pdf
-        else
-          invoice = service.fetch_by_id(params[:id])
-          @pdf = service.pdf(invoice)
-          ref = invoice.doc_number
-        end
+    log "Processing request for #{request.original_url}"
 
-        send_data @pdf, filename: "invoice #{ref}.pdf", disposition: :inline, type: "application/pdf"
-      end
-    rescue
-      redirect_to :back, flash: { error: I18n.t(:notice_invoice_not_found) }
-    end
+    invoice_ids = Array(params[:invoice_ids] || params[:id])
+    pdf, ref = InvoicePdfService.new(qbo: QboConnectionService.current!).fetch_pdf(doc_ids: invoice_ids)
+
+    send_data pdf, filename: "invoice #{ref}.pdf", disposition: :inline, type: "application/pdf"
+
+  rescue StandardError => e
+    log "Invoice PDF failure: #{e.message}"
+    redirect_back fallback_location: root_path, flash: { error: I18n.t(:notice_invoice_not_found) }
   end
 
   private
 
+  # Logs messages with a consistent prefix for easier debugging.
   def log(msg)
     Rails.logger.info "[InvoiceController] #{msg}"
   end
-end
+end

app/controllers/qbo_controller.rb

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

app/jobs/bill_issue_time_job.rb

@@ -10,25 +10,22 @@
 
 class BillIssueTimeJob < ActiveJob::Base
   queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
 
   # Perform billing of unbilled time entries for a given issue by creating corresponding TimeActivity records in QuickBooks Online, and then marking those entries as billed in Redmine. This job is typically triggered after an invoice is created or updated to ensure all relevant time is captured for billing.
   def perform(issue_id)
     issue = Issue.find(issue_id)
 
     log "Starting billing for issue ##{issue.id}"
-
     issue.with_lock do
       unbilled_entries = issue.time_entries.where(billed: [false, nil]).lock
-
       return if unbilled_entries.blank?
 
       totals = aggregate_hours(unbilled_entries)
       return if totals.blank?
       log "Aggregated hours for billing: #{totals.inspect}"
 
-      qbo = Qbo.first
-      raise "No QBO configuration found" unless qbo
-
+      qbo = QboConnectionService.current!
       qbo.perform_authenticated_request do |access_token|
         create_time_activities(issue, totals, access_token, qbo)
       end
@@ -57,16 +54,10 @@ class BillIssueTimeJob < ActiveJob::Base
   # Create TimeActivity records in QBO for each activity type with the appropriate hours and link them to the issue's assigned employee and customer
   def create_time_activities(issue, totals, access_token, qbo)
     log "Creating TimeActivity records in QBO for issue ##{issue.id}"
-    time_service = Quickbooks::Service::TimeActivity.new(
-      company_id: qbo.realm_id,
-      access_token: access_token
-    )
-
-    item_service = Quickbooks::Service::Item.new(
-      company_id: qbo.realm_id,
-      access_token: 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 )
+    
     totals.each do |activity_name, hours_float|
       next if activity_name.blank?
       next if hours_float.to_f <= 0

app/jobs/customer_sync_job.rb

@@ -14,8 +14,8 @@ class CustomerSyncJob < ApplicationJob
 
   # Perform a full sync of all customers, or an incremental sync of only those updated since the last sync
   def perform(full_sync: false, id: nil)
-    qbo = Qbo.first
-    return unless qbo
+    qbo = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
 
     log "Starting #{full_sync ? 'full' : 'incremental'} sync for customer ##{id || 'all'}..."
 

app/jobs/employee_sync_job.rb

@@ -12,9 +12,10 @@ class EmployeeSyncJob < ApplicationJob
   queue_as :default
   retry_on StandardError, wait: 5.minutes, attempts: 5
 
+  # Performs a sync of employees from QuickBooks Online.
   def perform(full_sync: false, id: nil)
-    qbo = Qbo.first
-    return unless qbo
+    qbo = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
 
     log "Starting #{full_sync ? 'full' : 'incremental'} sync for employee ##{id || 'all'}..."
 

app/jobs/estimate_sync_job.rb

@@ -12,9 +12,10 @@ class EstimateSyncJob < ApplicationJob
   queue_as :default
   retry_on StandardError, wait: 5.minutes, attempts: 5
 
+  # Performs a sync of estimates from QuickBooks Online.
   def perform(full_sync: false, id: nil, doc_number: nil)
-    qbo = Qbo.first
-    return unless qbo
+    qbo = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
 
     log "Starting #{full_sync ? 'full' : 'incremental'} sync for estimate ##{id || doc_number || 'all'}..."
 

app/jobs/invoice_sync_job.rb

@@ -12,9 +12,10 @@ class InvoiceSyncJob < ApplicationJob
   queue_as :default
   retry_on StandardError, wait: 5.minutes, attempts: 5
 
+  # Performs a sync of invoices from QuickBooks Online.
   def perform(full_sync: false, id: nil)
-    qbo = Qbo.first
-    return unless qbo
+    qbo = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
 
     log "Starting #{full_sync ? 'full' : 'incremental'} sync for invoice ##{id || 'all'}..."
 

app/jobs/qbo_sync_dispatcher.rb

@@ -0,0 +1,41 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class QboSyncDispatcher
+
+  SYNC_JOBS = [
+    CustomerSyncJob,
+    EstimateSyncJob,
+    InvoiceSyncJob,
+    EmployeeSyncJob
+  ].freeze
+
+  # Dispatches all synchronization jobs to perform a full sync of QuickBooks entities with the local database. Each job is enqueued with the `full_sync` flag set to true.
+  def self.full_sync!
+
+    jobs = SYNC_JOBS.dup
+
+    # Allow other plugins to add addtional sync jobs via Hooks
+    Redmine::Hook.call_hook( :qbo_full_sync ).each do |context|
+        next unless context
+        jobs.push context
+        log "Added additionals QBO Sync Job for #{contex.to_s}"
+    end
+
+    jobs.each { |job| job.perform_later(full_sync: true) }
+  end
+
+  private
+
+  def self.log(msg)
+    Rails.logger.info "[QboSyncDispatcher] #{msg}"
+  end
+  
+end

app/jobs/qbo_webhook_processor.rb

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

app/jobs/webhook_process_job.rb

@@ -10,6 +10,7 @@
 
 class WebhookProcessJob < ActiveJob::Base
   queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
 
   ALLOWED_ENTITIES = %w[
     Customer
@@ -42,7 +43,14 @@ class WebhookProcessJob < ActiveJob::Base
     name = entity['name']
     id   = entity['id']&.to_i
 
-    return unless ALLOWED_ENTITIES.include?(name)
+    entities = ALLOWED_ENTITIES.dup
+    # Allow other plugins to add addtional qbo entities via Hooks
+    Redmine::Hook.call_hook( :qbo_additional_entities ).each do |context|
+        next unless context
+        entities.push context
+        log "Added additional QBO entities: #{context}"
+    end
+    return unless entities.include?(name)
 
     model = name.safe_constantize
     return unless model

app/models/customer.rb

@@ -8,19 +8,18 @@
 #
 #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
+class Customer < QboBaseModel
 
   include Redmine::Acts::Searchable
-  include Redmine::Acts::Event
-  
+  include Redmine::Acts::Event  
+
   has_many :issues
   has_many :invoices
   has_many :estimates
- 
-  validates_presence_of :id, :name
-  
+  validates_presence_of :name
+  before_validation :normalize_phone_numbers
   self.primary_key = :id
-
+  
   acts_as_searchable columns: %w[name phone_number mobile_phone_number ],
                      scope: ->(_context) { left_joins(:project) },
                      date_column: :updated_at
@@ -30,128 +29,75 @@ class Customer < ActiveRecord::Base
                 :type => :to_s,
                 :description => Proc.new {|o| "#{I18n.t :label_primary_phone}: #{o.phone_number} #{I18n.t:label_mobile_phone}: #{o.mobile_phone_number}"},
                 :datetime => Proc.new {|o| o.updated_at || o.created_at}
-  
-  # Convenience Method
-  # returns the customer's email
+
+  # Returns the customer's email address
   def email
-    pull unless @details
-    begin
-      return @details.email_address.address
-    rescue
-      return nil
-    end
+    details
+    return @details&.email_address&.address
   end
   
-  # Convenience Method
-  # Sets the email
+  # Updates the customer's email address
   def email=(s)
-    pull unless @details
+    details
     @details.email_address = s
   end
-
-  # Convenience Method
-  # returns the customer's primary phone
-  def primary_phone
-    pull unless @details
-    begin
-      return @details.primary_phone.free_form_number
-    rescue
-      return nil
-    end
-  end
   
-  # Convenience Method
-  # Updates the customer's primary phone number
-  def primary_phone=(n)
-    pull unless @details
-    pn = Quickbooks::Model::TelephoneNumber.new
-    pn.free_form_number = n
-    @details.primary_phone = pn
-    #update our locally stored number too
-    update_phone_number
-  end
-
   # Customers are not bound by a project
   # but we need to implement this method for the Redmine::Acts::Searchable interface
   def project
     nil
   end
 
-  # Convenience Method
   # returns the customer's mobile phone
   def mobile_phone
-    pull unless @details
-    begin
-      return @details.mobile_phone.free_form_number
-    rescue
-      return nil
-    end
+    details
+    return @details&.mobile_phone&.free_form_number
   end
   
-  # Convenience Method
   # Updates the custome's mobile phone number
   def mobile_phone=(n)
-    pull unless @details
+    details
     pn = Quickbooks::Model::TelephoneNumber.new
     pn.free_form_number = n
     @details.mobile_phone = pn
-    #update our locally stored number too
-    update_mobile_phone_number
   end
 
-  # Convenience Method
-  # Sets the notes
-  def notes=(s)
-    pull unless @details
-    @details.notes = s
-  end
-  
-  # update the localy stored phone number as a plain string with no special chars
-  def update_phone_number
-    begin
-      self.phone_number = self.primary_phone.tr('^0-9', '')
-    rescue
-      return nil
-    end
-  end
-  
-  # update the localy stored phone number as a plain string with no special chars
-  def update_mobile_phone_number
-    begin
-      self.mobile_phone_number = self.mobile_phone.tr('^0-9', '')
-    rescue
-      return nil
-    end
-  end
-  
-  # Convenience Method
   # Updates Both local DB name & QBO display_name
   def name=(s)
-    pull unless @details
+    details
     @details.display_name = s
     super
   end
+
+  # Normalizes phone numbers by removing non-digit characters. This method is called before validation to ensure that phone numbers are stored in a consistent format, which can help with searching and integration with external systems like QuickBooks Online.
+  def normalize_phone_numbers
+    self.phone_number = phone_number.to_s.gsub(/\D/, '') if phone_number.present?
+    self.mobile_phone_number = mobile_phone_number.to_s.gsub(/\D/, '') if mobile_phone_number.present?
+  end
+
+  # Sets the notes for the customer
+  def notes=(s)
+    details
+    @details.notes = s
+  end
+
+  # returns the customer's primary phone
+  def primary_phone
+    details
+    return @details&.primary_phone&.free_form_number
+  end
   
-  # Magic Method
-  # Maps Get/Set methods to QBO customer object
-  def method_missing(sym, *arguments)
-    # Check to see if the method exists
-    if Quickbooks::Model::Customer.method_defined?(sym)
-      # download details if required
-      pull unless @details
-      method_name = sym.to_s
-      # Setter
-      if method_name[-1, 1] == "="
-        @details.method(method_name).call(arguments[0])
-      # Getter
-      else
-        return @details.method(method_name).call 
-      end
-    end
+  # Updates the customer's primary phone number
+  def primary_phone=(n)
+    details
+    pn = Quickbooks::Model::TelephoneNumber.new
+    pn.free_form_number = n
+    @details.primary_phone = pn
   end
 
   # Seach for customers by name or phone number
   def self.search(search)
+    #return none if search.blank?
     search = sanitize_sql_like(search)
     where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
   end
@@ -170,59 +116,10 @@ class Customer < ActiveRecord::Base
     ids.index_with { |id| id }
   end
   
-  # proforms a bruteforce sync operation
-  def self.sync 
-    CustomerSyncJob.perform_later(full_sync: false)
-  end
-
-  # proforms a bruteforce sync operation
-  def self.sync_by_id(id) 
-    CustomerSyncJob.perform_later(id: id)
-  end
-  
   # returns a human readable string
   def to_s
-    return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
-  end
-
-  # Push the updates
-  def save_with_push
-    begin
-      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
-
-      self.id = @details.id
-    rescue => e
-      errors.add(:base, e.message)
-      return false
-    end
-
-    save_without_push
-  end
-
-  alias_method :save_without_push, :save
-  alias_method :save, :save_with_push
-  
-  private
-  
-  # pull the details
-  def pull
-    begin
-      raise Exception unless 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
+    last4 = phone_number&.last(4)
+    last4.present? ? "#{name} - #{last4}" : name.to_s
   end
   
-end
+end

app/models/employee.rb

@@ -8,21 +8,10 @@
 #
 #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
-  
+class Employee < QboBaseModel
+
   has_many :users
   validates_presence_of :id, :name
-
   self.primary_key = :id
-
-  # Sync all employees, typically triggered by a scheduled task or manual sync request
-  def self.sync
-    EmployeeSyncJob.perform_later(full_sync: true)
-  end
-
-  # Sync a single employee by ID, typically triggered by a webhook notification or manual sync request
-  def self.sync_by_id(id)
-    EmployeeSyncJob.perform_later(id: id)
-  end
   
-end
+end

app/models/estimate.rb

@@ -8,8 +8,8 @@
 #
 #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
-  
+class Estimate < QboBaseModel
+
   has_and_belongs_to_many :issues
   belongs_to :customer 
   validates_presence_of :doc_number, :id
@@ -19,70 +19,10 @@ class Estimate < ActiveRecord::Base
   def to_s
     return self[:doc_number]
   end
-  
-  # sync all estimates
-  def self.sync
-    EstimateSyncJob.perform_later(full_sync: false)
-  end
-  
-  # sync only one estimate
-  def self.sync_by_id(id)
-    EstimateSyncJob.perform_later(id: id)
-  end
 
   # sync only one estimate
   def self.sync_by_doc_number(number)
     EstimateSyncJob.perform_later(doc_number: number)
   end
-
-  # download the pdf from quickbooks
-  def pdf
-    log "Downloading PDF for estimate ##{self.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)
-      estimate = service.fetch_by_id(id)
-      service.pdf(estimate)
-    end
-  end
-
-  # Magic Method
-  # Maps Get/Set methods to QBO estimate object
-  def method_missing(sym, *arguments)
-    # Check to see if the method exists
-    if Quickbooks::Model::Estimate.method_defined?(sym)
-      # download details if required
-      pull unless @details
-      method_name = sym.to_s
-      # Setter
-      if method_name[-1, 1] == "="
-        @details.method(method_name).call(arguments[0])
-      # Getter
-      else
-        return @details.method(method_name).call 
-      end
-    end
-  end
-
-  private
   
-  # pull the details
-  def pull
-    log "Pulling details for estimate ##{self.id}..."
-    begin
-      raise Exception unless self.id
-      qbo = Qbo.first
-      @details = qbo.perform_authenticated_request do |access_token|
-        service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
-        service(:estimate).fetch_by_id(self.id)
-      end
-    rescue Exception => e
-      @details = Quickbooks::Model::Estimate.new
-    end
-  end
-
-  def log(msg)
-    Rails.logger.info "[Estimate] #{msg}"
-  end
-  
-end
+end

app/models/invoice.rb

@@ -8,13 +8,12 @@
 #
 #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
+class Invoice < QboBaseModel
+
   has_and_belongs_to_many :issues
   belongs_to :customer
-
   validates :id, presence: true, uniqueness: true
   validates :doc_number, :txn_date, presence: true
-
   self.primary_key = :id
 
   # Return the invoice's document number as its string representation
@@ -22,14 +21,4 @@ class Invoice < ActiveRecord::Base
     doc_number
   end
 
-  # Sync all invoices from QuickBooks, typically triggered by a scheduled task or manual sync request
-  def self.sync
-    InvoiceSyncJob.perform_later(full_sync: true)
-  end
-
-  # Sync a single invoice by ID, typically triggered by a webhook notification or manual sync request
-  def self.sync_by_id(id)
-    InvoiceSyncJob.perform_later(id: id)
-  end
-
 end

app/models/qbo.rb

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

app/models/qbo_base_model.rb

@@ -0,0 +1,109 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class QboBaseModel < ActiveRecord::Base
+
+  include Redmine::I18n
+
+  self.abstract_class = true
+  validates_presence_of :id
+
+  attr_accessor :skip_qbo_push
+  before_validation :push_to_qbo, on: :create
+  after_commit :push_to_qbo, on: :update, unless: :skip_qbo_push?
+
+  # Returns the details of the entity. 
+  # If the details have already been fetched, it returns the cached version. 
+  # Otherwise, it fetches the details from QuickBooks Online and caches them for future use. 
+  # This method is used to access the entity's information in a way that minimizes unnecessary API calls to QBO, improving performance and reducing latency.
+  def details
+    @details ||= begin
+      xml = Rails.cache.fetch(details_cache_key, expires_in: 10.minutes) do
+        fetch_details.to_xml_ns
+      end
+      qbo_model_class.from_xml(xml)
+    end
+  end
+
+  # Generates a unique cache key for storing this customer's QBO details.
+  def details_cache_key
+    "#{model_name.name}:#{id}:qbo_details:#{updated_at.to_i}"
+  end
+
+  # Returns the last sync time formatted for display. 
+  # If no sync has occurred, returns a default message.
+  def self.last_sync
+    return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
+    format_time(maximum(:updated_at))
+  end
+
+  # Magic Method
+  # Maps Get/Set methods to QBO entity object
+  def method_missing(method_name, *args, &block)
+    if qbo_model_class.method_defined?(method_name)
+      details
+      @details.public_send(method_name, *args, &block)
+    else
+      super
+    end
+  end
+
+  # Repsonds to missing methods by delegating to the QBO customer details object if the method is defined there.
+  # This allows for dynamic access to any attributes or methods of the QBO customer without having to explicitly define them in the Subclass model, providing flexibility and reducing boilerplate code.
+  def respond_to_missing?(method_name, include_private = false)
+    qbo_model_class.method_defined?(method_name) || super
+  end
+
+  # Sync all entities, typically triggered by a scheduled task or manual sync request
+  def self.sync
+    job = "#{model_name.name}SyncJob".constantize
+    job.perform_later(full_sync: true)
+  end
+
+  # Sync a single entity by ID, typically triggered by a webhook notification or manual sync request
+  def self.sync_by_id(id)
+    job = "#{model_name.name}SyncJob".constantize
+    job.perform_later(id: id)
+  end
+
+  def skip_qbo_push?
+    !!skip_qbo_push
+  end
+
+  private
+  
+  def log(msg)
+    Rails.logger.info "[#{model_name.name}] #{msg}"
+  end
+
+  # Fetches the entity's details from QuickBooks Online. 
+  def fetch_details
+    log "Fetching details for #{model_name.name} ##{id} from QBO..."
+    qbo = QboConnectionService.current!
+    service_class.new(qbo: qbo, local: self).pull()
+  end
+
+  def push_to_qbo
+    log "Starting push for #{model_name.name} ##{id}..."
+    qbo = QboConnectionService.current!
+    reslut = service_class.new(qbo: qbo, local: self).push
+    Rails.cache.delete(details_cache_key)
+    return reslut
+  end
+
+  def qbo_model_class
+    @qbo_model_class ||= "Quickbooks::Model::#{model_name.name}".constantize
+  end
+
+  def service_class
+    @service_class ||= "#{model_name.name}Service".constantize
+  end
+
+end

app/services/customer_service.rb

@@ -0,0 +1,20 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class CustomerService < ServiceBase
+
+  private 
+
+  def build_qbo_remote
+    log "Building new QBO Customer"
+    Quickbooks::Model::Customer.new
+  end
+
+end

app/services/customer_sync_service.rb

@@ -8,88 +8,25 @@
 #
 #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 CustomerSyncService
-  PAGE_SIZE = 1000
-
-  def initialize(qbo:)
-    @qbo = qbo
-  end
-
-  # Sync all customers, or only those updated since the last sync
-  def sync(full_sync: false)
-    log "Starting #{full_sync ? 'full' : 'incremental'} customer sync"
-
-    @qbo.perform_authenticated_request do |access_token|
-      service = Quickbooks::Service::Customer.new(company_id: @qbo.realm_id, access_token: access_token)
-
-      page = 1
-      loop do
-        collection = fetch_page(service, page, full_sync)
-        entries = Array(collection&.entries)
-        break if entries.empty?
-
-        entries.each { |remote| persist(remote) }
-
-        break if entries.size < PAGE_SIZE
-        page += 1
-      end
-    end
-
-    log "Customer sync complete"
-  end
-
-  # Sync a single customer by its QBO ID, used for webhook updates
-  def sync_by_id(id)
-    @qbo.perform_authenticated_request do |access_token|
-      service = Quickbooks::Service::Customer.new(company_id: @qbo.realm_id, access_token: access_token)
-      remote = service.fetch_by_id(id)
-      persist(remote)
-    end
-  end
+class CustomerSyncService < SyncServiceBase
 
   private
 
-  # Fetch a page of customers, either all or only those updated since the last sync
-  def fetch_page(service, page, full_sync)
-    start_position = (page - 1) * PAGE_SIZE + 1
-
-    if full_sync
-      service.query("SELECT * FROM Customer STARTPOSITION #{start_position} MAXRESULTS #{PAGE_SIZE}")
-    else
-      last_update = Customer.maximum(:updated_at) || 1.year.ago
-      service.query(<<~SQL.squish)
-        SELECT * FROM Customer
-        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
-        STARTPOSITION #{start_position}
-        MAXRESULTS #{PAGE_SIZE}
-      SQL
-    end
+  # Specify the local model this service syncs
+  def self.model_class
+    Customer
   end
 
-  # Create or update a local Customer record based on the QBO remote data
-  def persist(remote)
-    local = Customer.find_or_initialize_by(id: remote.id)
-
-    if remote.active?
-      local.name = remote.display_name
-      local.phone_number = remote.primary_phone&.free_form_number&.gsub(/\D/, '')
-      local.mobile_phone_number = remote.mobile_phone&.free_form_number&.gsub(/\D/, '')
-
-      if local.changed?
-        local.save
-        log "Updated customer #{remote.id}"
-      end
-    else
-      if local.persisted?
-        local.destroy
-        log "Deleted customer #{remote.id}"
-      end
-    end
-  rescue => e
-    log "Failed to sync customer #{remote.id}: #{e.message}"
+  # Determine if the remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
+  def destroy_remote?(remote)
+    !remote.active?
   end
 
-  def log(msg)
-    Rails.logger.info "[CustomerSyncService] #{msg}"
+  # Map relevant attributes from the QBO Customer to the local Customer model
+  def process_attributes(local, remote)
+    local.name = remote.display_name
+    local.phone_number = remote.primary_phone&.free_form_number&.gsub(/\D/, '')
+    local.mobile_phone_number = remote.mobile_phone&.free_form_number&.gsub(/\D/, '')
   end
+
 end

app/services/employee_sync_service.rb

@@ -8,86 +8,23 @@
 #
 #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 EmployeeSyncService
-  PAGE_SIZE = 1000
-
-  def initialize(qbo:)
-    @qbo = qbo
-  end
-
-  # Sync all employees, or only those updated since the last sync
-  def sync(full_sync: false)
-    log "Starting #{full_sync ? 'full' : 'incremental'} employee sync"
-
-    @qbo.perform_authenticated_request do |access_token|
-      service = Quickbooks::Service::Employee.new(company_id: @qbo.realm_id, access_token: access_token)
-
-      page = 1
-      loop do
-        collection = fetch_page(service, page, full_sync)
-        entries = Array(collection&.entries)
-        break if entries.empty?
-
-        entries.each { |remote| persist(remote) }
-
-        break if entries.size < PAGE_SIZE
-        page += 1
-      end
-    end
-
-    log "Employee sync complete"
-  end
-
-  # Sync a single employee by its QBO ID, used for webhook updates
-  def sync_by_id(id)
-    @qbo.perform_authenticated_request do |access_token|
-      service = Quickbooks::Service::Employee.new(company_id: @qbo.realm_id, access_token: access_token)
-      remote = service.fetch_by_id(id)
-      persist(remote)
-    end
-  end
+class EmployeeSyncService < SyncServiceBase
 
   private
 
-  # Fetch a page of employees, either all or only those updated since the last sync
-  def fetch_page(service, page, full_sync)
-    start_position = (page - 1) * PAGE_SIZE + 1
-
-    if full_sync
-      service.query("SELECT * FROM Employee STARTPOSITION #{start_position} MAXRESULTS #{PAGE_SIZE}")
-    else
-      last_update = Employee.maximum(:updated_at) || 1.year.ago
-      service.query(<<~SQL.squish)
-        SELECT * FROM Employee
-        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
-        STARTPOSITION #{start_position}
-        MAXRESULTS #{PAGE_SIZE}
-      SQL
-    end
+  # Specify the local model this service syncs
+  def self.model_class
+    Employee
   end
 
-  # Create or update a local Employee record based on the QBO remote data
-  def persist(remote)
-    local = Employee.find_or_initialize_by(id: remote.id)
-
-    if remote.active?
-      local.name = remote.display_name
-
-      if local.changed?
-        local.save
-        log "Updated employee #{remote.id}"
-      end
-    else
-      if local.persisted?
-        local.destroy
-        log "Deleted employee #{remote.id}"
-      end
-    end
-  rescue => e
-    log "Failed to sync employee #{remote.id}: #{e.message}"
+  # Determine if the remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
+  def destroy_remote?(remote)
+    !remote.active?
   end
 
-  def log(msg)
-    Rails.logger.info "[EmployeeSyncService] #{msg}"
+  # Map relevant attributes from the QBO Employee to the local Employee model
+  def process_attributes(local, remote)
+    local.name = remote.display_name
   end
+
 end

app/services/estimate_pdf_service.rb

@@ -0,0 +1,16 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+class EstimatePdfService < PdfServiceBase
+
+  def self.model_class
+    Estimate
+  end
+
+end

app/services/estimate_sync_service.rb

@@ -8,95 +8,20 @@
 #
 #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 EstimateSyncService
-  PAGE_SIZE = 1000
-
-  def initialize(qbo:)
-    @qbo = qbo
-  end
-
-  # Sync all estimates, or only those updated since the last sync
-  def sync(full_sync: false)
-    log "Starting #{full_sync ? 'full' : 'incremental'} estimate sync"
-
-    @qbo.perform_authenticated_request do |access_token|
-      service = Quickbooks::Service::Estimate.new(company_id: @qbo.realm_id, access_token: access_token)
-
-      page = 1
-      loop do
-        collection = fetch_page(service, page, full_sync)
-        entries = Array(collection&.entries)
-        break if entries.empty?
-
-        entries.each { |remote| persist(remote) }
-
-        break if entries.size < PAGE_SIZE
-        page += 1
-      end
-    end
-
-    log "Estimate sync complete"
-  end
-
-  # Sync a single estimate by its QBO ID, used for webhook updates
-  def sync_by_doc(doc_number)
-    log "Syncing estimate by doc_number: #{doc_number}"
-    @qbo.perform_authenticated_request do |access_token|
-      service = Quickbooks::Service::Estimate.new(company_id: @qbo.realm_id, access_token: access_token)
-      remote = service.find_by( :doc_number, doc_number).first
-      log "Found estimate with ID #{remote.id} for doc_number #{doc_number}" if remote
-      persist(remote)
-    end
-  end
-
-  # Sync a single estimate by its QBO ID, used for webhook updates
-  def sync_by_id(id)
-    log "Syncing estimate by ID: #{id}"
-    @qbo.perform_authenticated_request do |access_token|
-      service = Quickbooks::Service::Estimate.new(company_id: @qbo.realm_id, access_token: access_token)
-      remote = service.fetch_by_id(id)
-      persist(remote)
-    end
-  end
-
+class EstimateSyncService < SyncServiceBase
+  
   private
 
-  # Fetch a page of estimates, either all or only those updated since the last sync
-  def fetch_page(service, page, full_sync)
-    log "Fetching page #{page} of estimates (full_sync: #{full_sync})"
-    start_position = (page - 1) * PAGE_SIZE + 1
-
-    if full_sync
-      service.query("SELECT * FROM Estimate STARTPOSITION #{start_position} MAXRESULTS #{PAGE_SIZE}")
-    else
-      last_update = Estimate.maximum(:updated_at) || 1.year.ago
-      service.query(<<~SQL.squish)
-        SELECT * FROM Estimate
-        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
-        STARTPOSITION #{start_position}
-        MAXRESULTS #{PAGE_SIZE}
-      SQL
-    end
+  # Specify the local model this service syncs
+  def self.model_class
+    Estimate
   end
 
-  # Create or update a local Estimate record based on the QBO remote data
-  def persist(remote)
-    log "Persisting estimate #{remote.id}"
-    local = Estimate.find_or_initialize_by(id: remote.id)
-
+  # Map relevant attributes from the QBO Estimate to the local Estimate model
+  def process_attributes(local, remote)
     local.doc_number = remote.doc_number
     local.txn_date = remote.txn_date
     local.customer = Customer.find_by(id: remote.customer_ref&.value)
-    
-    if local.changed?
-      local.save
-      log "Updated estimate #{remote.id}"
-    end
-  rescue => e
-    log "Failed to sync estimate #{remote.id}: #{e.message}"
   end
 
-  def log(msg)
-    Rails.logger.info "[EstimateSyncService] #{msg}"
-  end
 end

app/services/invoice_pdf_service.rb

@@ -0,0 +1,16 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+class InvoicePdfService < PdfServiceBase
+
+  def self.model_class
+    Invoice
+  end
+
+end

app/services/invoice_push_service.rb

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

app/services/invoice_sync_service.rb

@@ -8,88 +8,28 @@
 #
 #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 InvoiceSyncService
-  PAGE_SIZE = 1000
-
-  def initialize(qbo:)
-    @qbo = qbo
-  end
-
-  # Sync all invoices, or only those updated since the last sync
-  def sync(full_sync: false)
-    log "Starting #{full_sync ? 'full' : 'incremental'} invoice sync"
-
-    @qbo.perform_authenticated_request do |access_token|
-      service = Quickbooks::Service::Invoice.new(company_id: @qbo.realm_id, access_token: access_token)
-
-      page = 1
-      loop do
-        collection = fetch_page(service, page, full_sync)
-        entries = Array(collection&.entries)
-        break if entries.empty?
-
-        entries.each { |remote| persist(remote) }
-
-        break if entries.size < PAGE_SIZE
-        page += 1
-      end
-    end
-
-    log "Invoice sync complete"
-  end
-
-  # Sync a single invoice by its QBO ID, used for webhook updates
-  def sync_by_id(id)
-    @qbo.perform_authenticated_request do |access_token|
-      service = Quickbooks::Service::Invoice.new(company_id: @qbo.realm_id, access_token: access_token)
-      remote = service.fetch_by_id(id)
-      persist(remote)
-    end
-  end
-
+class InvoiceSyncService < SyncServiceBase
+  
   private
 
-  # Fetch a page of invoices, either all or only those updated since the last sync
-  def fetch_page(service, page, full_sync)
-    start_position = (page - 1) * PAGE_SIZE + 1
-
-    if full_sync
-      service.query("SELECT * FROM Invoice STARTPOSITION #{start_position} MAXRESULTS #{PAGE_SIZE}")
-    else
-      last_update = Invoice.maximum(:qbo_updated_at) || 1.year.ago
-      service.query(<<~SQL.squish)
-        SELECT * FROM Invoice
-        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
-        STARTPOSITION #{start_position}
-        MAXRESULTS #{PAGE_SIZE}
-      SQL
-    end
+  # Specify the local model this service syncs
+  def self.model_class
+    Invoice
   end
-
-  # Create or update a local Invoice record based on the QBO remote data
-  def persist(remote)
-    local = Invoice.find_or_initialize_by(id: remote.id)
-
+  
+  # Map relevant attributes from the QBO Invoice to the local Invoice model
+  def process_attributes(local, remote)
     local.doc_number      = remote.doc_number
     local.txn_date        = remote.txn_date
     local.due_date        = remote.due_date
     local.total_amount    = remote.total
     local.balance         = remote.balance
     local.qbo_updated_at  = remote.meta_data&.last_updated_time
-
     local.customer = Customer.find_by(id: remote.customer_ref&.value)
-
-    if local.changed?
-      local.save
-      log "Updated invoice #{remote.doc_number} (#{remote.id})"
-    end
-
-    InvoiceAttachmentService.new(local, remote).attach
-    rescue => e
-    log "Failed to sync invoice #{remote.doc_number} (#{remote.id}): #{e.message}"
   end
 
-  def log(msg)
-    Rails.logger.info "[InvoiceSyncService] #{msg}"
+  # Attach QBO Invoices to the local Issues
+  def attach_documents(local, remote)
+    InvoiceAttachmentService.new(local, remote).attach
   end
 end

app/services/pdf_service_base.rb

@@ -0,0 +1,66 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+class PdfServiceBase
+  
+  require 'combine_pdf'
+
+  # Subclasses should initialize with a QBO client instance
+  def initialize(qbo:)
+    @qbo = qbo
+    @entity = self.class.model_class
+  end
+
+  # Subclasses must implement this to specify which document model to download pdf (e.g. Estimate, Invoice)
+  def self.model_class
+    raise NotImplementedError
+  end
+
+  # Fetches the PDF for the given entity IDs. If multiple IDs are provided, their PDFs are combined into a single document.
+  def fetch_pdf(doc_ids:)
+    log "Fetching PDFs for #{@entity} IDs: #{doc_ids.join(', ')}"
+    @qbo.perform_authenticated_request do |access_token|
+      service_class = "Quickbooks::Service::#{@entity.name}".constantize
+      service = service_class.new(company_id: @qbo.realm_id, access_token: access_token)
+      
+      return single_pdf(service, doc_ids.first) if doc_ids.size == 1
+
+      combined_pdf(service, doc_ids)
+    end
+  end
+
+  private
+
+  # Fetches a single PDF for the given invoice ID.
+  def single_pdf(service, id)
+    log "Fetching PDF for #{@entity} ID: #{id}"
+    entity = service.fetch_by_id(id)
+    [service.pdf(entity), entity.doc_number]
+  end
+
+  # Combines PDFs for multiple entity IDs into a single PDF document and returns it along with a reference string.
+  def combined_pdf(service, ids)
+    log "Combining PDFs for #{@entity} IDs: #{ids.join(', ')}"
+    pdf = CombinePDF.new
+    ref = []
+
+    ids.each do |id|
+      entity = service.fetch_by_id(id)
+      ref << entity.doc_number
+      pdf << CombinePDF.parse(service.pdf(entity))
+    end
+
+    [pdf.to_pdf, ref.join(" ")]
+  end
+
+  # Logs messages with a consistent prefix for easier debugging.
+  def log(msg)
+    Rails.logger.info "[#{@entity}PdfService] #{msg}"
+  end
+end

app/services/qbo_connection_service.rb

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

app/services/qbo_oauth_service.rb

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

app/services/service_base.rb

@@ -0,0 +1,82 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class ServiceBase
+
+  # Subclasses should Initializes the service with a QBO client and a local record. 
+  # The QBO client is used to communicate with QuickBooks Online, while the local record contains the data that needs to be pushed to QBO. 
+  # If no local is provided, the service will not perform any operations.
+  def initialize(qbo:, local: nil)
+    raise "No QBO configuration found" unless qbo
+    raise "#{@entity} record is required for push operation" unless local
+    @qbo = qbo
+    @entity = local.class.name
+    @local = local
+  end
+
+  # Subclasses must implement this to build a new QBO entity if a remote is not found
+  def build_qbo_remote
+    raise NotImplementedError
+  end
+
+  # Pulls the Item data from QuickBooks Online. 
+  def pull
+    return build_qbo_remote unless @local.present?
+    return build_qbo_remote unless @local.id
+    log "Fetching details for #{@entity} ##{@local.id} from QBO..."
+    qbo = QboConnectionService.current!
+    qbo.perform_authenticated_request do |access_token|
+      service_class = "Quickbooks::Service::#{@entity}".constantize
+      service = service_class.new(
+        company_id: qbo.realm_id,
+        access_token: access_token
+      )
+      service.fetch_by_id(@local.id)
+    end
+  rescue => e
+    log "Fetch failed for #{@local.id}: #{e.message}"
+    build_qbo_remote
+  end
+
+   # Pushes the Item data to QuickBooks Online. 
+   # This method handles the communication with QBO, including authentication and error handling. 
+   # It uses the QBO client to send the remote data and logs the process for monitoring and debugging purposes. 
+   # If the push is successful, it returns the remote record; otherwise, it logs the error and returns false.
+  def push
+    log "Pushing #{@entity} ##{@local.id} to QBO..."
+
+    remote = @qbo.perform_authenticated_request do |access_token|
+      service_class = "Quickbooks::Service::#{@entity}".constantize
+      service = service_class.new( 
+        company_id: @qbo.realm_id, 
+        access_token: access_token 
+      )
+      if @local.id.present?
+        log "Updating #{@entity}"
+        service.update(@local.details)
+      else
+        log "Creating #{@entity}"
+        service.create(@local.details)
+      end
+    end
+
+    @local.id = remote.id unless @local.persisted?
+    log "Push for remote ##{@local.id} completed."
+    return @local
+  end
+
+  private 
+
+  # Log messages with the entity type for better traceability
+  def log(msg)
+    Rails.logger.info "[#{@entity}Service] #{msg}"
+  end
+
+end

app/services/sync_service_base.rb

@@ -0,0 +1,127 @@
+#The MIT License (MIT)
+#
+#Copyright (c) 2016 - 2026 rick barrette
+#
+#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
+#
+#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
+#
+#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+
+class SyncServiceBase
+  PAGE_SIZE = 1000
+
+  # Subclasses should initialize with a QBO client instance
+  def initialize(qbo:)
+    raise "No QBO configuration found" unless qbo
+    @qbo = qbo
+    @entity = self.class.model_class
+    @page_size = self.class.page_size 
+  end
+
+  # Subclasses can implement this to overide the default page size
+  def self.page_size
+    @page_size = PAGE_SIZE
+  end
+
+  # Subclasses must implement this to specify which local model they sync (e.g. Customer, Invoice)
+  def self.model_class
+    raise NotImplementedError
+  end
+
+  # Sync all entities, or only those updated since the last sync
+  def sync(full_sync: false)
+    log "Starting #{full_sync ? 'full' : 'incremental'} #{@entity.name} sync with page size of: #{@page_size}"
+
+    @qbo.perform_authenticated_request do |access_token|
+      service_class = "Quickbooks::Service::#{@entity.name}".constantize
+      service = service_class.new(company_id: @qbo.realm_id, access_token: access_token)
+
+      query = build_query(full_sync)
+
+      service.query_in_batches(query, per_page: @page_size) do |batch|
+        entries = Array(batch)
+        log "Processing batch of #{entries.size} #{@entity.name}"
+
+        entries.each do |remote|
+          persist(remote)
+        end
+      end
+    end
+
+    log "#{@entity.name} sync complete"
+  end
+
+  # Sync a single entity by its QBO ID (webhook usage)
+  def sync_by_id(id)
+    log "Syncing #{@entity.name} with ID #{id}"
+
+    @qbo.perform_authenticated_request do |access_token|
+      service_class = "Quickbooks::Service::#{@entity.name}".constantize
+      service = service_class.new(company_id: @qbo.realm_id, access_token: access_token)
+      remote = service.fetch_by_id(id)
+      persist(remote)
+    end
+  end
+
+  private
+
+  # Builds a QBO query for retrieving entities
+  def build_query(full_sync)
+    if full_sync
+      "SELECT * FROM #{@entity.name} ORDER BY Id"
+    else
+      last_update = @entity.maximum(:updated_at) || 1.year.ago
+
+      <<~SQL.squish
+        SELECT * FROM #{@entity.name}
+        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
+        ORDER BY MetaData.LastUpdatedTime
+      SQL
+    end
+  end
+
+  def attach_documents(local, remote)
+    # Override in subclasses if the entity has attachments (e.g. Invoice)
+  end
+
+  # Determine if a remote entity should be deleted locally (e.g. if it's marked inactive in QBO)
+  def destroy_remote?(remote)
+    false
+  end
+
+  # Log messages with the entity type for better traceability
+  def log(msg)
+    Rails.logger.info "[#{@entity.name}SyncService] #{msg}"
+  end
+
+  # 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_remote?(remote)
+      if local.persisted?
+        local.destroy
+        log "Deleted #{@entity.name} #{remote.id}"
+      end
+      return
+    end
+
+    process_attributes(local, remote)
+
+    if local.changed?
+      local.skip_qbo_push = true
+      local.save
+      log "Updated #{@entity.name} #{remote.id}"
+      attach_documents(local, remote)
+    end
+
+  rescue => e
+    log "Failed to sync #{@entity.name} #{remote.id}: #{e.message}"
+  end
+
+  # This method should be implemented in subclasses to map remote attributes to local model
+  def process_attributes(local, remote)
+    raise NotImplementedError, "Subclasses must implement process_attributes"
+  end
+end

app/views/customers/_details.html.erb

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

app/views/customers/show.html.erb

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

app/views/qbo/_last_sync.html.erb

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

app/views/qbo/_settings.html.erb

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

config/locales/en.yml

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

db/migrate/032_add_txn_dates.rb

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

init.rb

@@ -14,7 +14,7 @@ Redmine::Plugin.register :redmine_qbo do
   name 'Redmine QBO plugin'
   author 'Rick Barrette'
   description 'A pluging for Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed'
-  version '2026.2.15'
+  version '2026.3.6'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings default: {empty: true}, partial: 'qbo/settings'

lib/redmine_qbo/hooks/issues_hook_listener.rb

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

lib/redmine_qbo/hooks/users_show_hook_listener.rb

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

lib/redmine_qbo/patches/issue_patch.rb

@@ -39,11 +39,9 @@ module RedmineQbo
         # Enqueue a background job to bill the time spent on this issue to the associated customer in Quickbooks, if the issue is closed and has a customer assigned.
         def enqueue_billing
           log "Checking if issue needs to be billed for issue ##{id}"
-          #return unless saved_change_to_status_id?
           return unless closed?
           return unless customer.present?
           return unless assigned_to&.employee_id.present?
-          return unless Qbo.first
 
           log "Enqueuing billing for issue ##{id}"
           BillIssueTimeJob.perform_later(id)

lib/redmine_qbo/patches/pdf_patch.rb

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