2026.3.4

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`
+*   Assign a **QuickBooks Customer** to a Redmine Issue.
     
-## Installation
+*   Optionally associate a **QuickBooks Estimate** with the Issue.
 
-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.*
-    
-    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**.
+*   Automatically associates a **QuickBooks Invoice** with the Issue.
     
 
-## Usage
+---
 
-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.
+## Automatic Time Activity Creation
 
-**Note:** After the initial synchronization, this plugin will receive push notifications via Intuit's webhook service.   
+When an Issue with an assigned Customer is closed:
 
-## 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}
+*   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/jobs/bill_issue_time_job.rb

@@ -17,10 +17,8 @@ class BillIssueTimeJob < ActiveJob::Base
     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)
@@ -28,8 +26,6 @@ class BillIssueTimeJob < ActiveJob::Base
       log "Aggregated hours for billing: #{totals.inspect}"
 
       qbo = QboConnectionService.current!
-      raise "No QBO configuration found" unless qbo
-
       qbo.perform_authenticated_request do |access_token|
         create_time_activities(issue, totals, access_token, qbo)
       end

app/jobs/qbo_sync_dispatcher.rb

@@ -19,6 +19,23 @@ class QboSyncDispatcher
 
   # 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!
-    SYNC_JOBS.each { |job| job.perform_later(full_sync: true) }
+
+    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/webhook_process_job.rb

@@ -43,7 +43,14 @@ class WebhookProcessJob < ActiveJob::Base
     name = entity['name']
     id   = entity['id']&.to_i
 
-    return unless ALLOWED_ENTITIES.include?(name)
+    entitys = 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
+        entitys.push context
+        log "Added additional QBO entities: #{context}"
+    end
+    return unless entitys.include?(name)
 
     model = name.safe_constantize
     return unless model

app/models/customer.rb

@@ -35,7 +35,7 @@ class Customer < ActiveRecord::Base
 
   # Returns the details of the customer. 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 customer's information in a way that minimizes unnecessary API calls to QBO, improving performance and reducing latency.
   def details
-    return Quickbooks::Model::Customer.new unless id.present?
+    return (@details ||= Quickbooks::Model::Customer.new) if new_record?
 
     @details ||= begin
       xml = Rails.cache.fetch(details_cache_key, expires_in: 10.minutes) do

app/services/sync_service_base.rb

@@ -31,28 +31,29 @@ class SyncServiceBase
       service_class = "Quickbooks::Service::#{@entity.name}".constantize
       service = service_class.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?
+      query = build_query(full_sync)
 
-        entries.each { |remote| persist(remote) }
+      service.query_in_batches(query, per_page: self.class::PAGE_SIZE) do |batch|
+        entries = Array(batch)
+        log "Processing batch of #{entries.size} #{@entity.name}"
 
-        break if entries.size < PAGE_SIZE
-        page += 1
+        entries.each do |remote|
+          persist(remote)
+        end
       end
     end
 
     log "#{@entity.name} sync complete"
   end
 
-  # Sync a single entity by its QBO ID, used for webhook updates
+  # 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
@@ -60,8 +61,22 @@ class SyncServiceBase
 
   private
 
+  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)
+   # 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)
@@ -74,24 +89,6 @@ class SyncServiceBase
     Rails.logger.info "[#{@entity.name}SyncService] #{msg}"
   end
 
-  # Fetch a page of entities, either all or only those updated since the last sync
-  def fetch_page(service, page, full_sync)
-    log "Fetching page #{page} of #{@entity.name} from QBO (#{full_sync ? 'full' : 'incremental'} sync)"
-    start_position = (page - 1) * PAGE_SIZE + 1
-
-    if full_sync
-      service.query("SELECT * FROM #{@entity.name} STARTPOSITION #{start_position} MAXRESULTS #{PAGE_SIZE}")
-    else
-      last_update = @entity.maximum(:updated_at) || 1.year.ago
-      service.query(<<~SQL.squish)
-        SELECT * FROM #{@entity.name}
-        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
-        STARTPOSITION #{start_position}
-        MAXRESULTS #{PAGE_SIZE}
-      SQL
-    end
-  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)
@@ -104,24 +101,20 @@ class SyncServiceBase
       return
     end
 
-    # Map remote attributes to local model fields, this should be implemented in subclasses
     process_attributes(local, remote)
 
     if local.changed?
       local.save!
       log "Updated #{@entity.name} #{remote.id}"
-
-      # Handle attaching documents if applicable to invoices
       attach_documents(local, remote)
     end
 
   rescue => e
-      log "Failed to sync #{@entity.name} #{remote.id}: #{e.message}"
+    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

init.rb

@@ -14,7 +14,7 @@ Redmine::Plugin.register :redmine_qbo do
   name 'Redmine QBO plugin'
   author 'Rick Barrette'
   description 'A pluging for Redmine to connect with QuickBooks Online to create Time Activity Entries for billable hours logged when an Issue is closed'
-  version '2026.3.1'
+  version '2026.3.4'
   url 'https://github.com/rickbarrette/redmine_qbo'
   author_url 'https://barrettefabrication.com'
   settings default: {empty: true}, partial: 'qbo/settings'