2026.3.0

Updated to use active jobs & services for all background work

.gitignore

@@ -1,3 +1,5 @@
 .bundle
 .config
+.dockerrc
+.vscode
 Gemfile.lock

Gemfile

@@ -1,15 +1,13 @@
 source 'https://rubygems.org'
 
 gem 'quickbooks-ruby'
-gem 'quickbooks-ruby-base'
+gem 'oauth2'
-gem 'oauth-plugin'
-gem 'oauth'
 gem 'roxml'
-gem 'edmunds_vin'
 gem 'will_paginate'
 gem 'rails-jquery-autocomplete'
-gem 'jquery-rails', '~> 3.1.4'
 gem 'jquery-ui-rails'
+gem 'rexml'
+gem 'combine_pdf'
 
 group :assets do
   gem 'coffee-rails'

LICENSE

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

README.md

@@ -1,86 +1,110 @@
-#Redmine Quickbooks Online
+# Redmine QuickBooks Online
 
-A plugin for Redmine to connect to Quickbooks Online
+A plugin for Redmine to connect to QuickBooks Online.
 
-The goal of this project is to allow Redmine to connect with Quickbooks Online to create `Time Activity Entries` for completed work when an Issue is closed.
+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.
 
-`Note: Although the core functionality is complete, this project is still under heavy development. I am still working on refining everthing and adding other features. Tags should be stable`
+## Disclaimer
 
-`Note: I am currently using this in a live production enviroment with no issues`
+**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.
 
-####Features
+## Compatibility
-* Issues can be assigned to a `Customer` via drop down in the edit Issue form
-* The `Employee` for the Issue is assigned via the assigned Redmine User
-  - This is set via a drop down in the user admistration page.
-* IF an `Issue` has been assined a `Customer` when an Issue is closed the following will happen:
-  - A new `Time Activity` will be billed agaist the `Customer` assinged to the issue for each Redmine Time Entery. 
-    + Time Entries will be totalled up by Activity name. This will allow billing for diffrent activities without having to create seperate Issues.
-    + The Time Activity names are used to lookup `Items` in Quickbooks.
-    + IF there isn'tany Items that match the Activity name it will be skipped, and will not be billed to the `Customer` 
-  - Labor Rates are set by the `Item` in Quickbooks
-* `Payments` Can be created via the Redmine application menu
-* `Customers` Can be created via the Redmine application menu
-  - `Customers` can be searched
-  - Basic information for the `Customer` can be viewed/edit via the Customer page
-* Webhook Support
-  - `Invoices` are automaticly attached to an Issue if a line item has a hashtag number in a `Line Item`
-    + `Invoice` Custom Fields are matched Issue Custom Fileds and are automaticly updated in Quickbooks. For example, this is usefull for extracting the Mileage In / Out from the Issue and updating the Invoice with the information.
-  - `Customers` are automaticly updated in local database
 
-##Prerequisites
+| Plugin Version | Redmine Version |
+| :--- | :--- |
+| Version 2026.1.0+ | Redmine 6.1 |
+| Version 2.0.0+ | Redmine 5 |
+| Version 1.0.0+ | Redmine 4 |
+| Version 0.8.1 | Redmine 3 |
 
-* Sign up to become a developer for Intuit https://developer.intuit.com/
+## Features
-* Create your own aplication to obtain your API keys
-* Set up webhook service to https://redmine.yourdomain.com/qbo/webhook
-  - See https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/webhooks
 
-##The Install
+* **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
 
-1. To install, clone this repo into your plugin folder
+## Prerequisites
 
-  `git clone git@github.com:rickbarrette/redmine_qbo.git` 
+* 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`
 
-2. Migrate your database
+## Installation
 
-  `rake redmine:plugins:migrate RAILS_ENV=production`
+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>
+   ```
 
-3. Navigate to the plugin configuration page and suppy your own OAuth key & secret. 
+2.  **Install dependencies:** *Crucial for Redmine 6 / Rails 7 compatibility.*
     
-4. After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
+    Bash
     
-5. Assign an Employee to each of your users via the User Administration Page
+    ```
+    bundle install
+    ```
     
-## Automatic Deploy
+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**.
         
-  If you want the redmine server to be automaticly restarted after a git pull event add this hook to your git hook directory
-  https://gist.github.com/rickbarrette/3c999c7f37e321f9c60380de99e494f5
 
 ## Usage
 
-  To enable automatic `Time Activity` entries for an Issue , you need only to assign a `Customer` to an Issue via drop downs in the issue creation/update form.
+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 inital synchronization, this plugin will recieve push notifications via Intuit's webhook service.
+**Note:** After the initial synchronization, this plugin will receive push notifications via Intuit's webhook service.   
 
-## TODO
+## Companion Plugin Hooks
-  * Abiltiy to add line items to a ticket in a dynamic table so they can be added to the invoice upon closing of the issue
+* :pdf_left, { issue: issue }
-  * Customer Deletion
+* :pdf_right, { issue: issue }
-  * Email Customer updates, provding a link that would: bypass the login page, go directly to the issue directing them to, and allow them to view only that issue. 
+* :process_invoice_custom_fields, { issue: issue, invoice: invoice } 
-  * Add Setting for Sandbox Mode
+* :show_customer_view_right, {customer: @customer}
-  * Refactor Models prefixed with Qbo...
-  * Seperate Vehicles into a seperate plugin
-  * Make HTML Pretty 
-  * Intergrate Customer Search into Redmine Search
-  * Fix Issue sort by Customer
-  * MORE Stuff...
 
-##License
+## License
 
-The MIT License (MIT)
+> The MIT License (MIT)
-
+>
-Copyright (c) 2016 rick barrette
+> 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:
+> 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 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.
+> 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.

app/controllers/customers_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -10,7 +10,6 @@
 
 # This controller class will handle map management
 class CustomersController < ApplicationController
-  unloadable
 
   include AuthHelper
   helper :issues
@@ -27,36 +26,48 @@ class CustomersController < ApplicationController
   include SortHelper
   helper :timelog
 
-  before_filter :add_customer, :only => :new
+  before_action :add_customer, only: :new
-  before_filter :view_customer, :except => :new
+  before_action :view_customer, except: [:new, :view]
-  skip_before_filter :verify_authenticity_token, :check_if_login_required, :only => [:view]
+  skip_before_action :verify_authenticity_token, :check_if_login_required, only: [:view]
 
-  default_search_scope :names
+  autocomplete :customer, :name, full: true, extra_data: [:id]
 
-  autocomplete :customer, :name, :full => false, :extra_data => [:id]
+  def allowed_params
+    params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
+  end
 
-  def filter_vehicles_by_customer
+  # getter method for a customer's invoices
-    @filtered_vehicles = Vehicle.all.where(customer_id: params[:selected_customer])
+  # used for customer autocomplete field / issue form
+  def filter_invoices_by_customer
+    @filtered_invoices = Invoice.all.where(customer_id: params[:selected_customer])
+  end
+
+  # getter method for a customer's estimates
+  # used for customer autocomplete field / issue form
+  def filter_estimates_by_customer
+    @filtered_estimates = Estimate.all.where(customer_id: params[:selected_customer])
   end
 
   # display a list of all customers
   def index
     if params[:search]
-      @customers = Customer.search(params[:search]).paginate(:page => params[:page])
+      @customers = Customer.search(params[:search]).order(:name).paginate(page: params[:page])
       if only_one_non_zero?(@customers)
         redirect_to @customers.first
       end
     end
   end
 
+  # initialize a new customer
   def new
     @customer = Customer.new
   end
 
+  # create a new customer
   def create
-    @customer = Customer.new(params[:customer])
+    @customer = Customer.new(allowed_params)
     if @customer.save
-      flash[:notice] = "New Customer Created"
+      flash[:notice] = t :notice_customer_created
       redirect_to @customer
     else
       flash[:error] = @customer.errors.full_messages.to_sentence
@@ -68,9 +79,16 @@ class CustomersController < ApplicationController
   def show
     begin
       @customer = Customer.find_by_id(params[:id])
-      @vehicles = @customer.vehicles.paginate(:page => params[:page])
+      @issues = @customer.issues.order(id: :desc)
-      @issues = @customer.issues
+      @billing_address = address_to_s(@customer.billing_address)
-    rescue ActiveRecord::RecordNotFound
+      @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
   end
@@ -79,7 +97,8 @@ class CustomersController < ApplicationController
   def edit
     begin
       @customer = Customer.find_by_id(params[:id])
-    rescue ActiveRecord::RecordNotFound
+    rescue 
+      flash[:error] = t :notice_customer_not_found
       render_404
     end
   end
@@ -88,71 +107,87 @@ class CustomersController < ApplicationController
   def update
     begin
       @customer = Customer.find_by_id(params[:id])
-      if @customer.update_attributes(params[:customer])
+      if @customer.update(allowed_params)
-        flash[:notice] = "Customer updated"
+        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 ActiveRecord::RecordNotFound
+    rescue 
+      flash[:error] = t :notice_customer_not_found
       render_404
     end
   end
 
-  def destroy
+  # creates new customer view tokens, removes expired tokens & redirects to newly created customer view with new token.
-    begin
+  def share
-      Customer.find_by_id(params[:id]).destroy
+    issue = Issue.find(params[:id])
-      flash[:notice] = "Customer deleted successfully"
+
-      redirect_to action: :index
+    token = issue.share_token
-    rescue ActiveRecord::RecordNotFound
+    redirect_to view_path(token.token)
-      render_404
+
-    end
+  rescue ActiveRecord::RecordNotFound
+    flash[:error] = t(:notice_issue_not_found)
+    render_404
   end
   
-  # Customer view for an issue
+  # displays an issue for a customer with a provided security CustomerToken
   def view
+    User.current = User.anonymous
 
-    User.current = User.find_by lastname: 'Anonymous'
+    # Load only active, non-expired token
+    @token = CustomerToken.active.find_by(token: params[:token])
+    return render_403 unless @token
 
-    @token = CustomerToken.where("token = ? and expires_at > ?", params[:token], Time.now)
+    # Load associated issue
-    @token = @token.first
+    @issue = @token.issue
-    if @token
+    return render_403 unless @issue
-      session[:token] = @token.token
-      @issue = Issue.find @token.issue_id
-      @journals = @issue.journals.
-                  preload(:details).
-                  preload(:user => :email_address).
-                  reorder(:created_on, :id).to_a
-      @journals.each_with_index {|j,i| j.indice = i+1}
-      @journals.reject!(&:private_notes?) unless User.current.allowed_to?(:view_private_notes, @issue.project)
-      Journal.preload_journals_details_custom_fields(@journals)
-      @journals.select! {|journal| journal.notes? || journal.visible_details.any?}
-      @journals.reverse! if User.current.wants_comments_in_reverse_order?
 
-      @changesets = @issue.changesets.visible.preload(:repository, :user).to_a
+    # Optional: enforce token belongs to the issue's customer
-      @changesets.reverse! if User.current.wants_comments_in_reverse_order?
+    return render_403 unless @issue.customer_id == @token.issue.customer_id
 
-      @relations = @issue.relations.select {|r| r.other_issue(@issue) && r.other_issue(@issue).visible? }
+    # Store token in session for subsequent requests if needed
-      @allowed_statuses = @issue.new_statuses_allowed_to(User.current)
+    session[:token] = @token.token
-      @priorities = IssuePriority.active
+
-      @time_entry = TimeEntry.new(:issue => @issue, :project => @issue.project)
+    load_issue_data
-      @relation = IssueRelation.new
+  rescue ActiveRecord::RecordNotFound
-    else
+    render_403
-      render_403
-    end
   end
 
   private
 
+  def load_issue_data
+    @journals = @issue.journals.preload(:details).preload(user: :email_address).reorder(:created_on, :id).to_a
+
+    @journals.each_with_index { |j, i| j.indice = i + 1 }
+    @journals.reject!(&:private_notes?) unless User.current.allowed_to?(:view_private_notes, @issue.project)
+    Journal.preload_journals_details_custom_fields(@journals)
+    @journals.select! { |journal| journal.notes? || journal.visible_details.any? }
+    @journals.reverse! if User.current.wants_comments_in_reverse_order?
+
+    @changesets = @issue.changesets.visible.preload(:repository, :user).to_a
+    @changesets.reverse! if User.current.wants_comments_in_reverse_order?
+
+    @relations = @issue.relations.select { |r| r.other_issue(@issue)&.visible? }
+    @allowed_statuses = @issue.new_statuses_allowed_to(User.current)
+    @priorities = IssuePriority.active
+    @time_entry = TimeEntry.new(issue: @issue, project: @issue.project)
+    @relation   = IssueRelation.new
+  end
+
+  # redmine permission - add customers
   def add_customer
     global_check_permission(:add_customers)
   end
 
+  # redmine permission - view customers
   def view_customer
     global_check_permission(:view_customers)
   end
 
+  # checks to see if there is only one item  in an array
+  # @return true if array only has one item
   def only_one_non_zero?( array )
     found_non_zero = false
     array.each do |val|
@@ -164,4 +199,31 @@ class CustomersController < ApplicationController
     found_non_zero
   end
 
+  # format a quickbooks address to a human readable string
+  def address_to_s(address)
+    return if address.nil?
+
+    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)
+    Rails.logger.info "[CustomersController] #{msg}"
+  end
+
 end

app/controllers/estimate_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,20 +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
-  unloadable
-  
   include AuthHelper
 
-  before_filter :require_user
+  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]
   
-  #
+  # Displays the estimate PDF in the browser or redirects with an error if not found.
-  # Downloads and forwards the estimate pdf
+  def doc
-  #
+    render_pdf(@estimate)
-  def show
-    base = QboEstimate.get_base.service
-    estimate = base.fetch_by_id(params[:id])
-    @pdf = base.pdf(estimate)
-    send_data @pdf, filename: "estimate #{estimate.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
   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

app/controllers/invoice_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,20 +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
-  unloadable
-  
   include AuthHelper
 
-  before_filter :require_user, :unless => proc {|c| session[:token].nil? }
+  before_action :require_user, unless: -> { session[:token].nil? }
-  skip_before_filter :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| 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.
-  # Downloads and forwards the invoice pdf
-  #
   def show
-    base = QboInvoice.get_base
+    log "Processing request for #{request.original_url}"
-    invoice = base.fetch_by_id(params[:id])
+
-    @pdf = base.pdf(invoice)
+    invoice_ids = Array(params[:invoice_ids] || params[:id])
-    send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+    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

app/controllers/payments_controller.rb

@@ -1,57 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2016 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 PaymentsController < ApplicationController
-  unloadable
-  
-  include AuthHelper
-  
-  before_filter :check_permissions
-  
-  def new
-    @payment = Payment.new
-    
-    @customers = Customer.all.sort_by &:name
-    
-    @accounts = Qbo.get_base(:account).service.query("SELECT Id, Name FROM Account WHERE AccountType = 'Bank' Order By Name")
-    
-    @payment_methods = Qbo.get_base(:payment_method).service.all
-  end
-  
-  def create
-    @payment = Payment.new(params[:payment])
-    if @payment.save
-      flash[:notice] = "Payment Saved"
-      redirect_to Customer.find_by_id(@payment.customer_id)
-    else
-      flash[:error] = @payment.errors.full_messages.to_sentence 
-      redirect_to new_customer_path
-    end
-  end
-  
-  private
-
-  def check_permissions
-    if !allowed_to?(:add_payments)
-      render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true 
-    end
-  end
-  
-  def only_one_non_zero?( array )
-    found_non_zero = false
-    array.each do |val|
-      if val!=0
-        return false if found_non_zero
-        found_non_zero = true
-      end
-    end
-    found_non_zero
-  end
-
-end

app/controllers/qbo_controller.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -9,141 +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
-  unloadable
-  
-  require 'openssl'
-  
   include AuthHelper
 
-  before_filter :require_user, :except => :qbo_webhook
+  before_action :require_user, except: :webhook
-  skip_before_filter :verify_authenticity_token, :check_if_login_required, :only => [:qbo_webhook]
+  skip_before_action :verify_authenticity_token, :check_if_login_required, only: :webhook
 
-  #
+  # 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.
-  # Called when the QBO Top Menu us shown
-  #
-  def index
-    @qbo = Qbo.first
-    @customer_count = Customer.count
-    @qbo_item_count = QboItem.count
-    @qbo_employee_count = QboEmployee.count
-    @qbo_invoice_count = QboInvoice.count
-    @qbo_estimate_count = QboEstimate.count
-  end
-
-  #
-  # Called when the user requests that Redmine to connect to QBO
-  #
   def authenticate
-    callback = qbo_oauth_callback_url
+    redirect_to QboOauthService.authorization_url(callback_url: callback_url)
-    token = Qbo.get_oauth_consumer.get_request_token(:oauth_callback => callback)
-    session[:qb_request_token] = Marshal.dump(token)
-    redirect_to("https://appcenter.intuit.com/Connect/Begin?oauth_token=#{token.token}") and return
   end
 
-  #
+  # 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.
-  # Called by QBO after authentication has been processed
-  #
   def oauth_callback
-    at = Marshal.load(session[:qb_request_token]).get_access_token(:oauth_verifier => params[:oauth_verifier])
+    QboOauthService.exchange!(code: params[:code], callback_url: callback_url, realm_id: params[:realmId])
 
-    #There can only be one...
+    redirect_to qbo_sync_path, flash: { notice: I18n.t(:label_connected) }
-    Qbo.destroy_all
 
-    # Save the authentication information 
+  rescue StandardError => e
-    qbo = Qbo.new
+    log "OAuth failure: #{e.message}"
-    qbo.qb_token = at.token
+    redirect_to plugin_settings_path(:redmine_qbo), flash: { error: I18n.t(:label_error) }
-    qbo.qb_secret = at.secret
-    qbo.token_expires_at = 6.months.from_now.utc
-    qbo.reconnect_token_at = 5.months.from_now.utc
-    qbo.company_id = params['realmId']
-    if qbo.save!
-      redirect_to qbo_sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
-    else
-      redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
-    end
   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
-    i = Issue.find_by_id params[:id]
+    issue = Issue.find_by(id: params[:id])
-    if i.customer
+    raise I18n.t(:notice_error_issue_not_found) unless issue
-      i.bill_time
+    raise I18n.t(:notice_billing_error_no_customer) unless issue.customer
-      redirect_to i, :flash => { :notice => "Successfully Billed #{i.customer.name}" }
+    raise I18n.t(:notice_billing_error_no_employee) unless issue.assigned_to&.employee_id.present?
-    else
+    raise I18n.t(:notice_billing_error_no_qbo) unless Qbo.exists?
-      redirect_to i, :flash => { :error => "Cannot bill without a customer assigned" }
+
-    end
+    BillIssueTimeJob.perform_later(issue.id)
+
+    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
 
-  # Quickbooks Webhook Callback
+  # 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 qbo_webhook
-    
-    # check the payload
-    signature = request.headers['intuit-signature']
-    key = Setting.plugin_redmine_qbo['settingsWebhookToken']
-    data = request.body.read
-    hash = Base64.encode64(OpenSSL::HMAC.digest(OpenSSL::Digest::Digest.new('sha256'), key, data)).strip()
-    
-    # proceed if the request is good
-    if hash.eql? signature
-      if request.headers['content-type'] == 'application/json'
-        data = JSON.parse(data)
-      else
-        # application/x-www-form-urlencoded
-        data = params.as_json
-      end
-      # Process the information
-      entities = data['eventNotifications'][0]['dataChangeEvent']['entities']
-      entities.each do |entity|
-        id = entity['id'].to_i
-        name = entity['name']
-        
-        # TODO rename all other models!
-        name.prepend("Qbo") if not name.eql? "Customer"
-        
-        # Magicly initialize the correct class
-        obj = name.constantize
-        
-        # for merge events
-        obj.destroy(entity['deletedId']) if entity['deletedId']
-        
-        #Check to see if we are deleting a record
-        if entity['operation'].eql? "Delete"
-            obj.destroy(id)
-        #if not then update!
-        else
-          obj.sync_by_id(id)
-        end
-      end
-      
-      # Record that last time we updated
-      Qbo.update_time_stamp
-      
-      # The webhook doesn't require a response but let's make sure we don't send anything
-      render :nothing => true
-    else
-      render nothing: true, status: 400
-    end
-  end
-
-  #
-  # Synchronizes the QboCustomer table with QBO
-  #
   def sync
-    # Update info in background
+    QboSyncDispatcher.full_sync!
-    Thread.new do
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
-      if Qbo.exists?
+  end
-        Customer.sync
-        QboItem.sync
-        QboEmployee.sync
-        QboEstimate.sync
-        QboInvoice.sync
 
-        # Record the last sync time
+  # 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.
-        Qbo.update_time_stamp
+  def webhook
-      end
+    QboWebhookProcessor.process!(request: request)
-      ActiveRecord::Base.connection.close
+    head :ok
-    end
 
-    redirect_to qbo_path(:redmine_qbo), :flash => { :notice => "Successfully synced to Quickbooks" }
+  rescue StandardError => e
+    log "Webhook failure: #{e.message}"
+    head :unauthorized
+  end
+
+  private
+
+  # 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

app/controllers/vehicles_controller.rb

@@ -1,126 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2016 rick barrette
-#
-#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
-#
-#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
-#
-#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
-
-# This controller class will handle map management
-class VehiclesController < ApplicationController
-  unloadable
-  
-  include AuthHelper
-  
-  before_filter :require_user
-  
-  # display a list of all vehicles
-  def index
-    if params[:customer_id]
-      begin
-        @vehicles = Customer.find_by_id(params[:customer_id]).vehicles.paginate(:page => params[:page])
-      rescue ActiveRecord::RecordNotFound
-        render_404
-      end
-    end
-    
-    if params[:search]
-      @vehicles = Vehicle.search(params[:search]).paginate(:page => params[:page])
-      if only_one_non_zero?(@vehicles)
-        redirect_to @vehicles.first
-      end
-    end
-  end
-
-  # return an HTML form for creating a new vehicle
-  def new
-    @vehicle = Vehicle.new
-    @customers = Customer.all.order(:name)
-    @customer = params[:customer_id] if params[:customer_id]
-  end
-
-  # create a new vehicle
-  def create
-    @vehicle = Vehicle.new(params[:vehicle])
-    if @vehicle.save
-      flash[:notice] = "New Vehicle Created"
-      redirect_to @vehicle
-    else
-      flash[:error] = @vehicle.errors.full_messages.to_sentence 
-      redirect_to new_vehicle_path
-    end
-  end
-  
-  # display a specific vehicle
-  def show
-    begin
-      @vehicle = Vehicle.find_by_id(params[:id])
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
-  end
-  
-  # return an HTML form for editing a vehicle
-  def edit
-    begin
-      @vehicle = Vehicle.find_by_id(params[:id])
-      @customer = @vehicle.customer.id
-      @customers = Customer.all.order(:name)
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
-  end
-  
-  # update a specific vehicle
-  def update
-    @customer = params[:customer]
-    begin   
-      @vehicle = Vehicle.find_by_id(params[:id])
-      if @vehicle.update_attributes(params[:vehicle])
-        flash[:notice] = "Vehicle updated"
-        redirect_to @vehicle
-      else
-        flash[:error] = @vehicle.errors.full_messages.to_sentence if @vehicle.errors
-        redirect_to edit_vehicle_path
-      end
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
-  end  
-
-  # delete a specific vehicle
-  def destroy
-    begin
-      Vehicle.find_by_id(params[:id]).destroy
-      flash[:notice] = "Vehicle deleted successfully"
-      redirect_to action: :index
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
-  end
-  
-  # returns a dynamic list of vehicles owned by a customer
-  def update_vehicles
-    @vehicles = Customer.find_by(customer_id: params[:customer_id].to_i).vehicles
-    respond_to do |format|
-      format.html { render(:text => "not implemented") }
-      format.js
-    end
-  end
-  
-  private
-  
-  def only_one_non_zero?( array )
-    found_non_zero = false
-    array.each do |val|
-      if val!=0
-        return false if found_non_zero
-        found_non_zero = true
-      end
-    end
-    found_non_zero
-  end
-
-end

app/helpers/auth_helper.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -13,7 +13,8 @@ module AuthHelper
   def require_user
     return unless session[:token].nil?
     if !User.current.logged?
-      render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true
+      flash[:error] = t :notice_forbidden
+      render_403
     end
   end
   
@@ -27,14 +28,16 @@ module AuthHelper
   
   def check_permission(permission)
     if !allowed_to?(permission)
-      render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true 
+      flash[:error] = t :notice_forbidden
+      render_403
     end
   end
   
   
   def global_check_permission(permission)
     if !globaly_allowed_to?(permission)
-      render :file => "public/401.html.erb", :status => :unauthorized, :layout =>true 
+      flash[:error] = t :notice_forbidden
+      render_403
     end
   end
   

app/jobs/bill_issue_time_job.rb

@@ -0,0 +1,116 @@
+#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 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 = 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
+
+      # Only mark billed AFTER successful QBO creation
+      unbilled_entries.update_all(billed: true)
+    end
+
+    log "Completed billing for issue ##{issue.id}"
+    Qbo.update_time_stamp
+  rescue => e
+    log "Billing failed for issue ##{issue_id} - #{e.message}"
+    raise e
+  end
+
+  private
+
+  # Aggregate time entries by activity name and sum their hours
+  def aggregate_hours(entries)
+    entries.includes(:activity)
+           .group_by { |e| e.activity&.name }
+           .transform_values { |rows| rows.sum(&:hours) }
+           .compact
+  end
+
+  # 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 )
+    
+    totals.each do |activity_name, hours_float|
+      next if activity_name.blank?
+      next if hours_float.to_f <= 0
+
+      item = find_item(item_service, activity_name)
+      next unless item
+
+      hours, minutes = convert_hours(hours_float)
+
+      time_entry = Quickbooks::Model::TimeActivity.new
+      time_entry.description     = build_description(issue)
+      time_entry.employee_id     = issue.assigned_to.employee_id
+      time_entry.customer_id     = issue.customer_id
+      time_entry.billable_status = "Billable"
+      time_entry.hours           = hours
+      time_entry.minutes         = minutes
+      time_entry.name_of         = "Employee"
+      time_entry.txn_date        = Date.today
+      time_entry.hourly_rate     = item.unit_price
+      time_entry.item_id         = item.id
+
+      log "Creating TimeActivity for #{activity_name} (#{hours}h #{minutes}m)"
+
+      time_service.create(time_entry)
+    end
+  end
+
+  # Convert a decimal hours float into separate hours and minutes components for QBO TimeActivity
+  def convert_hours(hours_float)
+    total_minutes = (hours_float.to_f * 60).round
+    hours = total_minutes / 60
+    minutes = total_minutes % 60
+    [hours, minutes]
+  end
+
+  # Build a descriptive string for the TimeActivity based on the issue's tracker, ID, subject, and completion status
+  def build_description(issue)
+    base = "#{issue.tracker} ##{issue.id}: #{issue.subject}"
+    return base if issue.closed?
+    "#{base} (Partial @ #{issue.done_ratio}%)"
+  end
+
+  # Find an item in QBO by name, escaping single quotes to prevent query issues. Returns nil if not found.
+  def find_item(item_service, name)
+    safe = name.gsub("'", "\\\\'")
+    item_service.query("SELECT * FROM Item WHERE Name = '#{safe}'").first
+  end
+
+  def log(msg)
+    Rails.logger.info "[BillIssueTimeJob] #{msg}"
+  end
+end

app/jobs/customer_sync_job.rb

@@ -0,0 +1,36 @@
+#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 CustomerSyncJob < ApplicationJob
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  # 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 = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
+
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for customer ##{id || 'all'}..."
+
+    service = CustomerSyncService.new(qbo: qbo)
+
+    if id.present?
+      service.sync_by_id(id)
+    else
+      service.sync(full_sync: full_sync)
+    end
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[CustomerSyncJob] #{msg}"
+  end
+end

app/jobs/employee_sync_job.rb

@@ -0,0 +1,36 @@
+#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 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 = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
+
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for employee ##{id || 'all'}..."
+
+    service = EmployeeSyncService.new(qbo: qbo)
+
+    if id.present?
+      service.sync_by_id(id)
+    else
+      service.sync(full_sync: full_sync)
+    end
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[EmployeeSyncJob] #{msg}"
+  end
+end

app/jobs/estimate_sync_job.rb

@@ -0,0 +1,38 @@
+#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 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 = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
+
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for estimate ##{id || doc_number || 'all'}..."
+
+    service = EstimateSyncService.new(qbo: qbo)
+
+    if id.present?
+      service.sync_by_id(id)
+    elsif doc_number.present?
+      service.sync_by_doc(doc_number)
+    else
+      service.sync(full_sync: full_sync)
+    end
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[EstimateSyncJob] #{msg}"
+  end
+end

app/jobs/invoice_sync_job.rb

@@ -0,0 +1,36 @@
+#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 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 = QboConnectionService.current!
+    raise "No QBO configuration found" unless qbo
+
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for invoice ##{id || 'all'}..."
+
+    service = InvoiceSyncService.new(qbo: qbo)
+
+    if id.present?
+      service.sync_by_id(id)
+    else
+      service.sync(full_sync: full_sync)
+    end
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[InvoiceSyncJob] #{msg}"
+  end
+end

app/jobs/qbo_sync_dispatcher.rb

@@ -1,19 +1,24 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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 HeaderFooterHookListener < Redmine::Hook::ViewListener
 
-  def view_layouts_base_html_head(context = {})
+class QboSyncDispatcher
-    #nothing
-  end
 
-  def view_layouts_base_body_bottom(context = {})
+  SYNC_JOBS = [
-    return "<div id='qbo_footer' align='center'><b>Last Sync: </b> #{Qbo.last_sync if Qbo.exists?}</div>"
+    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!
+    SYNC_JOBS.each { |job| job.perform_later(full_sync: true) }
   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

@@ -0,0 +1,68 @@
+#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 WebhookProcessJob < ActiveJob::Base
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
+
+  ALLOWED_ENTITIES = %w[
+    Customer
+    Invoice
+    Estimate
+    Employee
+  ].freeze
+
+  # Process incoming QBO webhook notifications and sync relevant data to Redmine
+  def perform(raw_body)
+    log "Received webhook: #{raw_body}"
+    data = JSON.parse(raw_body)
+
+    data.fetch('eventNotifications', []).each do |notification|
+      entities = notification.dig('dataChangeEvent', 'entities') || []
+
+      entities.each do |entity|
+        process_entity(entity)
+      end
+    end
+
+    Qbo.update_time_stamp
+  end
+
+  private
+
+  # Process a single entity from the webhook payload and sync it to Redmine if it's an allowed type
+  def process_entity(entity)
+    log "Processing entity: #{entity}"
+    name = entity['name']
+    id   = entity['id']&.to_i
+
+    return unless ALLOWED_ENTITIES.include?(name)
+
+    model = name.safe_constantize
+    return unless model
+
+    if entity['deletedId']
+      model.delete(entity['deletedId'])
+      return
+    end
+
+    if entity['operation'] == "Delete"
+      model.delete(id)
+    else
+      model.sync_by_id(id)
+    end
+  rescue => e
+    log "#{e.message}"
+  end
+
+  def log(msg)
+    Rails.logger.info "[WebhookProcessJob] #{msg}"
+  end
+end

app/models/concerns/quickbooks_oauth.rb

@@ -0,0 +1,101 @@
+#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.
+
+module QuickbooksOauth
+  extend ActiveSupport::Concern
+
+  #== Instance Methods
+
+  # This method will attempt to execute the block and if it encounters an OAuth2::Error or Quickbooks::AuthorizationFailure it will attempt to refresh the token and retry the block.  It will try this up to 3 times before giving up and raising an exception.
+  def perform_authenticated_request(&block)
+    attempts = 0
+    begin
+      yield oauth_access_token
+    rescue OAuth2::Error, Quickbooks::AuthorizationFailure => ex
+      log "perform_authenticated_request: #{ex.message}"
+
+      # to prevent an infinite loop here keep a counter and bail out after N times...
+      attempts += 1
+
+      raise "QuickbooksOauth:ExceededAuthAttempts" if attempts >= 3
+
+      # check if its an invalid_grant first, but assume it is for now
+      refresh_token!
+
+      retry
+    end
+  end
+
+  # This method will attempt to refresh the access token and update the record with the new access token, refresh token and their respective expiration times.  If the refresh token expires in more than 0 seconds then we will set the refresh token expiration time to that value, otherwise we will set it to 100 days from now.
+  def refresh_token!
+    log "refresh_token!"
+    t = oauth_access_token
+    refreshed = t.refresh!
+
+    if refreshed.params['x_refresh_token_expires_in'].to_i > 0
+      oauth2_refresh_token_expires_at = Time.now + refreshed.params['x_refresh_token_expires_in'].to_i.seconds
+    else
+      oauth2_refresh_token_expires_at = 100.days.from_now
+    end
+
+    log "refresh_token!: #{oauth2_refresh_token_expires_at}"
+
+    update!(
+      oauth2_access_token: refreshed.token,
+      oauth2_access_token_expires_at: Time.at(refreshed.expires_at),
+      oauth2_refresh_token: refreshed.refresh_token,
+      oauth2_refresh_token_expires_at: oauth2_refresh_token_expires_at
+    )
+  end
+
+  # This method will return an instance of the OAuth2::Client class that is configured with the consumer key, consumer secret and the appropriate URLs for the Intuit OAuth2 service.  It will also set the sandbox mode based on the plugin settings.
+  def oauth_client
+    self.class.construct_oauth2_client
+  end
+
+  # This method will return an instance of the OAuth2::AccessToken class that is configured with the current access token, refresh token and the OAuth2 client.  This access token can be used to make authenticated requests to the Intuit API.
+  def oauth_access_token
+    OAuth2::AccessToken.new(oauth_client, oauth2_access_token, refresh_token: oauth2_refresh_token)
+  end
+
+  # This method is an alias for the oauth_access_token method and is used to provide a more intuitive name for the access token when making authenticated requests.
+  def consumer
+    oauth_access_token
+  end
+
+  module ClassMethods
+
+    # This method will construct and return an instance of the OAuth2::Client class that is configured with the consumer key, consumer secret and the appropriate URLs for the Intuit OAuth2 service.  It will also set the sandbox mode based on the plugin settings.  This method is used by the instance method oauth_client to create a new OAuth2 client for each instance of the model that includes this concern.
+    def construct_oauth2_client
+
+      oauth_consumer_key = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
+      oauth_consumer_secret = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
+
+      # Are we are playing in the sandbox?
+      Quickbooks.sandbox_mode = Setting.plugin_redmine_qbo[:sandbox] ? true : false
+      log "Sandbox mode: #{Quickbooks.sandbox_mode}"
+
+      options = {
+        site: "https://appcenter.intuit.com/connect/oauth2",
+        authorize_url: "https://appcenter.intuit.com/connect/oauth2",
+        token_url: "https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer"
+      }
+      OAuth2::Client.new(oauth_consumer_key, oauth_consumer_secret, options)
+    end
+
+  end
+
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[QuickbooksOauth] #{msg}"
+  end
+end

app/models/customer.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -9,21 +9,27 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class Customer < ActiveRecord::Base
-  unloadable
+
+  include Redmine::Acts::Searchable
+  include Redmine::Acts::Event
   
   has_many :issues
-  has_many :qbo_purchases
+  has_many :invoices
-  has_many :vehicles
+  has_many :estimates
  
-  attr_accessible :name, :notes, :email, :primary_phone, :mobile_phone
   validates_presence_of :id, :name
   
   self.primary_key = :id
 
-  # returns a human readable string
+  acts_as_searchable columns: %w[name phone_number mobile_phone_number ],
-  def to_s
+                     scope: ->(_context) { left_joins(:project) },
-    return name
+                     date_column: :updated_at
-  end
+
+  acts_as_event :title => Proc.new {|o| "#{o}"},
+                :url => Proc.new {|o| { :controller => 'customers', :action => 'show', :id => o.id} },
+                :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
@@ -61,6 +67,14 @@ class Customer < ActiveRecord::Base
     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
@@ -81,6 +95,33 @@ class Customer < ActiveRecord::Base
     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
@@ -109,82 +150,59 @@ class Customer < ActiveRecord::Base
     end
   end
 
-  # proforms a bruteforce sync operation
+  # Seach for customers by name or phone number
-  # This needs to be simplified
-  def self.sync 
-    service = Qbo.get_base(:customer).service
-
-    # Sync ALL customers if the database is empty
-    #if count == 0
-      customers = service.all
-    #else
-    #  last = Qbo.first.last_sync
-    #  query = "Select Id, DisplayName From Customer"
-    #  query << " Where Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
-    #  customers = service.query(query)
-    #end
-    
-    customers.each do |customer|
-      qbo_customer = Customer.find_or_create_by(id: customer.id)
-      if customer.active?
-        if not qbo_customer.name.eql? customer.display_name
-          qbo_customer.name = customer.display_name
-          qbo_customer.id = customer.id
-          qbo_customer.save_without_push
-        end
-      else
-        if not qbo_customer.new_record?
-          qbo_customer.delete
-        end
-      end
-    end
-  end
-  
-  # Searchs the database for a customer by name
   def self.search(search)
-    customers = where("name LIKE ?", "%#{search}%")
+    search = sanitize_sql_like(search)
+    where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
+  end
 
-    #if customers.empty?
+  # Override the defult redmine seach method to rank results by id
-    #  service = Qbo.get_base(:customer).service
+  def self.search_result_ranks_and_ids(tokens, user, project = nil, options = {})
-    #  results = service.query("Select Id From Customer Where PrimaryPhone LIKE '%#{search}%' AND Mobile LIKE '%#{search}%'")
+    return {} if tokens.blank?
 
-    #  results.each do |customer| 
+    scope = self.all
-    #    customers << Customer.find_by_id(customer.id)
-    #  end
-    #end
 
-    return customers.order(:name)
+    tokens.each do |token|
+      scope = scope.search(token)
+    end
+
+    ids = scope.distinct.limit(options[:limit] || 100).pluck(:id)
+    ids.index_with { |id| id }
   end
   
   # proforms a bruteforce sync operation
-  # This needs to be simplified
+  def self.sync 
-  def self.sync_by_id(id) 
+    CustomerSyncJob.perform_later(full_sync: false)
-    service = Qbo.get_base(:customer).service
+  end
 
-    customer = service.fetch_by_id(id)
+  # proforms a bruteforce sync operation
-    qbo_customer = Customer.find_or_create_by(id: customer.id)
+  def self.sync_by_id(id) 
-    if customer.active?
+    CustomerSyncJob.perform_later(id: id)
-      if not qbo_customer.name.eql? customer.display_name
+  end
-        qbo_customer.name = customer.display_name
+  
-        qbo_customer.id = customer.id
+  # returns a human readable string
-        qbo_customer.save_without_push
+  def to_s
-      end
+    return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
-    else
-      if not qbo_customer.new_record?
-        qbo_customer.delete
-      end
-    end
   end
 
   # Push the updates
   def save_with_push
     begin
-      @details = Qbo.get_base(:customer).service.update(@details)
+      qbo = Qbo.first
-      #raise "QBO Fault" if @details.fault?
+      @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 Exception => e
+    rescue => e
-      errors.add(e.message)
+      errors.add(:base, e.message)
+      return false
     end
+
     save_without_push
   end
 
@@ -197,7 +215,11 @@ class Customer < ActiveRecord::Base
   def pull
     begin
       raise Exception unless self.id
-      @details = Qbo.get_base(:customer).find_by_id(self.id)
+      qbo = QboConnectionService.current!
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
+        service.fetch_by_id(self.id)
+      end
     rescue Exception => e
       @details = Quickbooks::Model::Customer.new
     end

app/models/customer_token.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,16 +8,49 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
-class CustomerToken < ActiveRecord::Base
+class CustomerToken < ApplicationRecord
-  unloadable
+  belongs_to :issue
-  has_many :issues
-  attr_accessible :token, :expires_at, :issue_id
-  validates_presence_of :expires_at, :issue_id
-  before_create :generate_token
 
-  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret'] || 'CONFIGURE_QBO__' + SecureRandom.uuid
+  validates :issue_id, presence: true
+  validates :token, presence: true, uniqueness: true
 
+  before_validation :generate_token, on: :create
+  before_validation :generate_expire_date, on: :create
+
+  scope :active, -> { where("expires_at > ?", Time.current) }
+
+  TOKEN_EXPIRATION = 1.month
+
+  # Check if the token has expired
+  def expired?
+    expires_at.present? && expires_at <= Time.current
+  end
+
+  # Remove expired tokens from the database
+  def self.remove_expired_tokens
+    where("expires_at <= ?", Time.current).delete_all
+  end
+
+  # Get or create a token for the given issue
+  def self.get_token(issue)
+    return unless issue
+    return unless User.current.allowed_to?(:view_issues, issue.project)
+
+    token = active.find_by(issue_id: issue.id)
+    return token if token
+
+    create!(issue: issue)
+  end
+
+  private
+
+  # Generate a unique token for the customer
   def generate_token
-    self.token = SecureRandom.base64(15).tr('+/=lIO0', OAUTH_CONSUMER_SECRET)
+    self.token ||= SecureRandom.urlsafe_base64(32)
+  end
+
+  # Generate an expiration date for the token
+  def generate_expire_date
+    self.expires_at ||= Time.current + TOKEN_EXPIRATION
   end
 end

app/models/employee.rb

@@ -0,0 +1,28 @@
+#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 Employee < ActiveRecord::Base
+  
+  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

app/models/estimate.rb

@@ -0,0 +1,77 @@
+#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 Estimate < ActiveRecord::Base
+  
+  has_and_belongs_to_many :issues
+  belongs_to :customer 
+  validates_presence_of :doc_number, :id
+  self.primary_key = :id
+
+  # returns a human readable string
+  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
+
+  # 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 = QboConnectionService.current!
+      @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

app/models/invoice.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,30 +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 Payment
+class Invoice < ActiveRecord::Base
-  unloadable
+  has_and_belongs_to_many :issues
+  belongs_to :customer
 
-  include ActiveModel::Model
+  validates :id, presence: true, uniqueness: true
+  validates :doc_number, :txn_date, presence: true
 
-  attr_accessor :errors, :customer_id, :account_id, :payment_method_id, :total_amount
+  self.primary_key = :id
-  validates_presence_of :customer_id, :account_id, :payment_method_id, :total_amount
-  validates :total_amount, numericality: true
 
-  def save
+  # Return the invoice's document number as its string representation
-    payment = Quickbooks::Model::Payment.new
+  def to_s
-    payment.customer_id = @customer_id.to_i
+    doc_number
-    payment.deposit_to_account_id = @account_id.to_i
-    payment.payment_method_id = @payment_method_id.to_i
-    payment.total = @total_amount
-    Qbo.get_base(:payment).service.update(payment)
   end
 
-  def save!
+  # Sync all invoices from QuickBooks, typically triggered by a scheduled task or manual sync request
-    save
+  def self.sync
+    InvoiceSyncJob.perform_later(full_sync: true)
   end
 
-  # Dummy stub to make validtions happy.
+  # Sync a single invoice by ID, typically triggered by a webhook notification or manual sync request
-  def update_attribute
+  def self.sync_by_id(id)
+    InvoiceSyncJob.perform_later(id: id)
   end
 
 end

app/models/qbo.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -9,50 +9,38 @@
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
 class Qbo < ActiveRecord::Base
-  unloadable
-  validates_presence_of :qb_token, :qb_secret, :company_id, :token_expires_at, :reconnect_token_at
     
-  OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
+  include QuickbooksOauth
-  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
+  include Redmine::I18n
 
-  $qb_oauth_consumer = OAuth::Consumer.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, {
+  validate :single_record_only, on: :create
-      :site                 => "https://oauth.intuit.com",
-      :request_token_path   => "/oauth/v1/get_request_token",
-      :authorize_url        => "https://appcenter.intuit.com/Connect/Begin",
-      :access_token_path    => "/oauth/v1/get_access_token"
-    })
-    
-  # Configure quickbooks-ruby-base to access our database
-  Quickbooks::Base.configure do |c|
-    c.persistent_token = 'qb_token'
-    c.persistent_secret = 'qb_secret'
-    c.persistent_company_id =  'company_id'
-  end
-   
-  def self.get_oauth_consumer
-    # Quickbooks Config Info
-    return $qb_oauth_consumer
-  end
-
-  # Get a quickbooks base object for type
-  # @params type of base
-  def self.get_base(type)
-    Quickbooks::Base.new(first, type)
-  end
-   
-   # Get the QBO account
-  def self.get_account
-    first
-  end
   
   # Updates last sync time stamp
   def self.update_time_stamp
-    qbo = Qbo.first
+    date = DateTime.now
-    qbo.last_sync = DateTime.now
+    log "Updating QBO timestamp to #{date}"
+    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_estimate.rb

@@ -1,53 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2016 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 QboEstimate < ActiveRecord::Base
-  unloadable
-  has_many :issues
-  attr_accessible :doc_number
-  validates_presence_of :id, :doc_number
-  
-  def self.get_base
-    Qbo.get_base(:estimate)
-  end
-  
-  def self.sync 
-    estimates = get_base.service.all
-  
-    # Update the item table
-    transaction do
-        estimates.each { |estimate|
-          qbo_estimate = QboEstimate.find_or_create_by(id: estimate.id)
-          qbo_estimate.doc_number = estimate.doc_number
-          qbo_estimate.id = estimate.id
-          qbo_estimate.save!
-        }
-    end
-    
-    #remove deleted estimates
-    where.not(estimates.map(&:id)).destroy_all
-  end
-  
-  def self.sync_by_id(id)
-    estimate = get_base.service.fetch_by_id(id)
-    qbo_estimate = QboEstimate.find_or_create_by(id: estimate.id)
-    qbo_estimate.doc_number = estimate.doc_number
-    qbo_estimate.id = estimate.id
-    qbo_estimate.save!
-  end
-  
-  def self.update(id)
-    # Update the item table
-    estimate = get_base.service.fetch_by_id(id)
-      qbo_estimate = QboEstimate.find_or_create_by(id: id)
-      qbo_estimate.doc_number = estimate.doc_number
-      qbo_estimate.save!
-  end
-end

app/models/qbo_invoice.rb

@@ -1,154 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2016 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 QboInvoice < ActiveRecord::Base
-  unloadable
-  
-  has_and_belongs_to_many :issues
-  attr_accessible :doc_number, :id
-  validates_presence_of :doc_number, :id
-  self.primary_key = :id
-  
-  def self.get_base
-    Qbo.get_base(:invoice).service
-  end
-  
-  # sync ALL the invoices
-  def self.sync
-    last = Qbo.first.last_sync
-    
-    query = "SELECT Id, DocNumber FROM Invoice"
-    query << " WHERE  Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last
-  
-    if count == 0
-      invoices = get_base.all 
-    else
-      invoices = get_base.query()
-    end
-    
-    # Update the invoice table 
-    invoices.each { | invoice | 
-      process_invoice invoice
-    }
-  end
-  
-  #sync by invoice ID
-  def self.sync_by_id(id)
-    #update the information in the database
-    invoice = get_base.fetch_by_id(id) 
-    process_invoice invoice
-  end
-  
-  private
-  
-   # Attach the invoice to the issue
-  def self.attach_to_issue(issue, invoice)
-    return if issue.nil?
-    
-    # skip this issue if the issue customer is not the same as the invoice customer
-    return if issue.customer_id != invoice.customer_ref.value.to_i
-    
-    # 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.save!
-    
-    unless issue.qbo_invoices.include?(qbo_invoice)
-      issue.qbo_invoices << qbo_invoice
-      issue.save!
-    end
-    
-    compare_custom_fields(issue, invoice)
-  end
-  
-  # processes the invoice into the system
-  def self.process_invoice(invoice)
-    # Check the private notes 
-    if not invoice.private_note.nil?
-      invoice.private_note.scan(/#(\w+)/).flatten.each { |issue|
-        attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
-      }
-    end
-    
-    # Scan the line items for hashtags and attach to the applicable issues
-    invoice.line_items.each { |line|
-      if line.description
-        line.description.scan(/#(\w+)/).flatten.each { |issue|
-          attach_to_issue(Issue.find_by_id(issue.to_i), invoice)
-        }
-      end
-    }
-  end
-  
-  def self.compare_custom_fields(issue, invoice)
-    is_changed = false
-    
-    # update the invoive custom fields with infomation from the work ticket if available
-    invoice.custom_fields.each { |cf|
-    
-      # TODO Add some hooks here
-      
-      # VIN from the attached vehicle
-      begin
-        if cf.name.eql? "VIN"
-          vin = Vehicle.find(issue.vehicles_id).vin
-          break if vin.nil?
-          if not cf.string_value.to_s.eql? vin
-            cf.string_value = vin.to_s
-            is_changed = true
-          end
-        end
-      rescue
-        #do nothing
-      end
-      
-      # Custom Values
-      begin
-        value = issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
-        
-        # Check to see if the value is blank...
-        if not value.value.to_s.blank?
-          # Check to see if the value is diffrent
-          if not cf.string_value.to_s.eql? value.value.to_s
-            
-            # Use the lowest Milage
-            if cf.name.eql? "Mileage In"
-              if cf.string_value.to_i > value.value.to_i or cf.string_value.blank?
-                cf.string_value = value.value.to_s
-                is_changed = true
-              end
-            end
-              
-            # Use the max milage
-            if cf.name.eql? "Mileage Out"
-              if cf.string_value.to_i < value.value.to_i or cf.string_value.blank?
-                cf.string_value = value.value.to_s
-                is_changed = true
-              end
-            end
-            
-            # Everything else
-            cf.string_value = value.value.to_s
-            is_changed = true
-          end
-        end
-      rescue
-        # Nothing to do here, there is no match
-      end
-    }
-    
-    # TODO Add some hooks here
-
-    # Push updates
-    get_base.update(invoice) if is_changed
-  end
-    
-end

app/models/vehicle.rb

@@ -1,130 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2016 rick barrette
-#
-#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
-#
-#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
-#
-#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
-
-class Vehicle < ActiveRecord::Base
-  
-  unloadable
-  
-  API_KEY = Setting.plugin_redmine_qbo['settingsEdmundsAPIKey']
-  
-  belongs_to :customer
-  has_many :issues, :foreign_key => 'vehicles_id'
-  
-  attr_accessible :year, :make, :model, :customer_id, :notes, :vin
-  
-  validates_presence_of :customer
-  validates :vin, uniqueness: true
-  #validates :year, numericality: { only_integer: true }
-  
-  before_save :decode_vin
-  after_initialize :get_details
-  
-  self.primary_key = :id
-  
-  # returns a human readable string
-  def to_s
-    return "#{year} #{make} #{model}"
-  end
-  
-  # returns the raw JSON details from EMUNDS
-  def details
-    return @details
-  end
-  
-  # returns the style of the vehicle
-  def style
-    begin
-      return @details['years'][0]['styles'][0]['name'] if @details
-    rescue
-      return nil
-    end
-  end
-  
-  # returns the drive of the vehicle i.e. 2 wheel, 4 wheel, ect.
-  def drive
-    return @details['drivenWheels'].to_s.upcase if @details
-  end
-  
-  # returns the number of doors of the vehicle
-  def doors
-    return @details['numOfDoors'] if @details
-  end
-  
-  # Force Upper Case for VIN numbers
-  def make=(val)
-    # The to_s is in case you get nil/non-string
-    write_attribute(:make, val.to_s.titleize)
-  end
-  
-  # Force Upper Case for VIN numbers
-  def model=(val)
-    # The to_s is in case you get nil/non-string
-    write_attribute(:model, val.to_s.titleize)
-  end
-  
-  # Force Upper Case for VIN numbers
-  def vin=(val)
-    # The to_s is in case you get nil/non-string
-    write_attribute(:vin, val.to_s.scan(/^[A-Za-z0-9]+$/).join.upcase)
-  end
-  
-  # search for a vin
-  def self.search(search)
-    where("vin LIKE ?", "%#{search}%")
-  end
-  
-  private
-  
-  # init method to pull JSON details from Edmunds
-  def get_details
-    if self.vin?
-      begin
-        @details = JSON.parse get_decoder.full(self.vin)
-        raise @details['message'] if @details['status'].to_s.eql? "NOT_FOUND" 
-        raise @details['message'] if @details['status'].to_s.eql? "BAD_REQUEST"
-      rescue Exception => e
-        errors.add(:vin, e.message)
-      end
-    end
-  end
-  
-  # returns the Edmunds decoder service
-  def get_decoder
-    #TODO API Code via Settings
-    return decoder = Edmunds::Vin.new(API_KEY)
-  end
-  
-  # decodes a vin and updates self
-  def decode_vin
-    get_details
-    if @details
-      begin
-        self.year = @details['years'][0]['year']
-        self.make = @details['make']['name']
-        self.model = @details['model']['name']
-      rescue Exception => e
-        errors.add(:vin, e.message)
-      end
-    end
-    self.name = to_s
-  end
-  
-  # makes a squishvin
-  # https://api.edmunds.com/api/vehicle/v2/squishvins/#{vin}/?fmt=json&api_key=#{ENV['edmunds_key']}
-  def vin_squish
-    if not self.vin? or self.vin.size < 11
-      # this is to go ahead and query the API, letting them handle the error. :P
-      return '1000000000A'
-    end
-    v = self.vin[0,11]
-    return v.slice(0,8) + v.slice(9,11)
-  end
-  
-end

app/services/customer_sync_service.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,18 +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 UsersShowHookListener < Redmine::Hook::ViewListener
+class CustomerSyncService < SyncServiceBase
 
-  # View User
+  private
-  def view_users_form(context={})
 
-    # Update the users
+  # Specify the local model this service syncs
-    #QboEmployee.update_all
+  def self.model_class
- 
+    Customer
-    # Check to see if there is a quickbooks user attached to the issue
-    @selected = context[:user].qbo_employee.id if context[:user].qbo_employee
-
-    # Generate the drop down list of quickbooks contacts
-    return "<p>#{context[:form].select :qbo_employee_id, QboEmployee.all.pluck(:name, :id), :selected => @selected, include_blank: true}</p>"
   end
+
+  # 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
+
+  # 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

@@ -0,0 +1,30 @@
+#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 EmployeeSyncService < SyncServiceBase
+
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Employee
+  end
+
+  # 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
+
+  # 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

@@ -1,15 +1,16 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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
 
-class UpdateVehicles < ActiveRecord::Migration
+  def self.model_class
-  def change
+    Estimate
-    add_column :vehicles, :name, :text
   end
+
 end

app/services/estimate_sync_service.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,17 +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 CreateVehicles < ActiveRecord::Migration
+class EstimateSyncService < SyncServiceBase
   
-  def change  
+  private
-    create_table :vehicles do |t| 
-      t.integer :year
-      t.string  :make
-      t.string  :model
-      t.string  :vin
-      t.text    :notes
-    end
 
-    add_reference :vehicles, :qbo_customer, index: true
+  # Specify the local model this service syncs
+  def self.model_class
+    Estimate
   end
+
+  # 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)
+  end
+
 end

app/services/invoice_attachment_service.rb

@@ -0,0 +1,62 @@
+#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 InvoiceAttachmentService
+
+  def initialize(invoice, remote)
+    @invoice = invoice
+    @remote  = remote
+  end
+
+  # Attach invoice to issues based on issue IDs found in the invoice's private note and line descriptions
+  def attach
+    extract_issue_ids.each do |issue_id|
+      log "Processing issue ##{issue_id} for invoice ##{@invoice.doc_number}"
+      
+      issue = Issue.find_by(id: issue_id)
+      next unless issue
+      next unless issue.customer&.id == @invoice.customer&.id
+
+      unless issue.invoices.exists?(@invoice.id)
+        issue.invoices << @invoice
+        issue.save! if issue.changed?
+        log "Attached invoice ##{@invoice.id} to issue ##{issue.id}"
+      end
+
+      InvoiceCustomFieldSyncService.new(issue, @invoice, @remote).sync
+    end
+  end
+
+  private
+
+  # Extract issue IDs from the invoice's private note and line descriptions
+  def extract_issue_ids
+    ids = []
+
+    if @remote.private_note.present?
+      ids += scan(@remote.private_note)
+    end
+
+    Array(@remote.line_items).each do |line|
+      ids += scan(line.description.to_s)
+    end
+
+    ids.uniq
+  end
+
+  # Scan text for issue IDs in the format #123
+  def scan(text)
+    text.scan(/#(\d+)/).flatten.map(&:to_i)
+  end
+
+  def log(msg)
+    Rails.logger.info "[InvoiceAttachmentService] #{msg}"
+  end
+end

app/services/invoice_custom_field_sync_service.rb

@@ -0,0 +1,69 @@
+#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 InvoiceCustomFieldSyncService
+
+  def initialize(issue, invoice, remote)
+    @issue   = issue
+    @invoice = invoice
+    @remote = remote
+  end
+
+  # Sync custom fields on the issue based on the invoice data, then push changes to QBO if any fields were updated
+  def sync
+    return if @invoice.qbo_sync_locked?
+
+    log "Syncing custom fields for issue ##{@issue.id} based on invoice ##{@invoice.doc_number}"
+
+    changed = false
+
+    # Process Invoice Custom Fields via Hooks
+    Redmine::Hook.call_hook(
+      :process_invoice_custom_fields,
+      issue: @issue,
+      invoice: @remote
+    ).each do |context|
+        next unless context
+        changed ||= context[:is_changed]
+        log "Custom fields updated by hook, marking invoice for push to QBO" if context[:is_changed]
+    end
+
+    # Process Issue Custom Values from any issue custom fields that match the invoice custom fields
+    begin
+      value = @issue.custom_values.find_by(custom_field_id: CustomField.find_by_name(cf.name).id)
+      
+      # Check to see if the value is blank...
+      if not value.value.to_s.blank?
+        # Check to see if the value is diffrent
+        if not cf.string_value.to_s.eql? value.value.to_s
+          # update the custom field on the invoice
+          cf.string_value = value.value.to_s
+          is_changed = true
+        end
+      end
+    rescue
+      # Nothing to do here, there is no match
+    end
+
+    push_if_changed if changed
+  end
+
+  private
+
+  # If any custom fields were changed during the sync process, this method will trigger a push of the invoice data to QuickBooks Online to ensure that the remote data stays in sync with the local changes. It uses the InvoicePushService to handle the actual communication with QBO.
+  def push_if_changed
+    InvoicePushService.new(@invoice).push
+  end
+
+  def log(msg)
+    Rails.logger.info "[InvoiceCustomFieldSyncService] #{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

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,40 +8,40 @@
 #
 #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 QboItem < ActiveRecord::Base
+class InvoicePushService
-  unloadable
-  has_many :issues
-  attr_accessible :name
-  validates_presence_of :id, :name
   
-  self.primary_key = :id
+  def initialize(invoice)
-
+    @invoice = invoice
-  def self.get_base
-    Qbo.get_base(:item)
   end
 
-  def self.sync 
+  # Push invoice changes to QBO if the invoice is linked to any issues with custom field changes that need to be synced
-    last = Qbo.first.last_sync
+  def push
+    return if @invoice.qbo_sync_locked?
 
-    query = "SELECT Id, Name FROM Item WHERE Type = 'Service' "
+    log "Pushing invoice ##{@invoice.id} to QBO due to linked issue custom field changes"
-    query << " AND  Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last 
 
-    if count == 0
+    @invoice.update_column(:qbo_sync_locked, true)
-      items = get_base.service.all
+
-    else
+    qbo = QboConnectionService.current!
-      items = get_base.service.query(query)
+
+    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(@invoice.id)
+
+      # modify remote object here if needed
+
+      service.update(remote)
     end
-
+  rescue => e
-    unless items.count = 0
+    Rails.logger.error "[InvoicePushService] #{e.message}"
-      items.find_by(:type, "Service").each { |i|
+  ensure
-        qbo_item = QboItem.find_or_create_by(id: i.id)
+    @invoice.update_column(:qbo_sync_locked, false)
-        qbo_item.name = i.name
-        qbo_item.id = i.id
-        qbo_item.save
-      }
-    end
-      
-#    QboItem.where.not(items.map(&:id)).destroy_all
   end
 
+  private
+
+  def log(msg)
+    Rails.logger.info "[InvoicePushService] #{msg}"
+  end
 end

app/services/invoice_sync_service.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,35 +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 QboEmployee < ActiveRecord::Base
+class InvoiceSyncService < SyncServiceBase
-  unloadable
-  has_many :users
-  attr_accessible :name
-  validates_presence_of :id, :name
   
-  def self.get_base
+  private
-    Qbo.get_base(:employee)
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Invoice
   end
   
-  def self.sync 
+  # Map relevant attributes from the QBO Invoice to the local Invoice model
-    employees = get_base.service.all
+  def process_attributes(local, remote)
-    
+    local.doc_number      = remote.doc_number
-    transaction do
+    local.txn_date        = remote.txn_date
-      # Update the item table
+    local.due_date        = remote.due_date
-      employees.each { |employee|
+    local.total_amount    = remote.total
-        qbo_employee = 	find_or_create_by(id: employee.id)
+    local.balance         = remote.balance
-        qbo_employee.name = employee.display_name
+    local.qbo_updated_at  = remote.meta_data&.last_updated_time
-        qbo_employee.id = employee.id
+    local.customer = Customer.find_by(id: remote.customer_ref&.value)
-        qbo_employee.save!
-      }
-    end
   end
 
-  def self.sync_by_id(id)
+  # Attach QBO Invoices to the local Issues
-    employee = get_base.service.fetch_by_id(id)
+  def attach_documents(local, remote)
-    qbo_employee = find_or_create_by(id: employee.id)
+    InvoiceAttachmentService.new(local, remote).attach
-    qbo_employee.name = employee.display_name
-    qbo_employee.id = employee.id
-    qbo_employee.save!
   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/sync_service_base.rb

@@ -0,0 +1,126 @@
+#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:)
+    @qbo = qbo
+    @entity = self.class.model_class
+  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"
+
+    @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)
+      
+      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 "#{@entity.name} sync complete"
+  end
+
+  # Sync a single entity by its QBO ID, used for webhook updates
+  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
+
+  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
+
+  # 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)
+
+    if destroy_remote?(remote)
+      if local.persisted?
+        local.destroy
+        log "Deleted #{@entity.name} #{remote.id}"
+      end
+      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}"
+  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/_actions.html.erb

@@ -0,0 +1,11 @@
+<%= link_to t(:label_appointment), "https://calendar.google.com/calendar/render?action=TEMPLATE&text=#{@customer.name}+-&details=#{ link_to t(:customer_details), "https://#{Setting.host_name}#{customer_path @customer.id}"}%0A#{@customer.primary_phone}%3Cbr/%3E+&dates=#{Time.now.strftime("%Y%m%d")}T090000/#{Time.now.strftime("%Y%m%d")}T170000", target: :_blank, id: :appointment_link %>
+
+<br/>
+<br/>
+
+<%= link_to t(:label_create_estimate), "https://qbo.intuit.com/app/estimate?nameId=#{@customer.id}", target: :_blank %>
+
+<br/>
+<br/>
+
+<%= button_to t(:label_edit_customer), edit_customer_path(@customer), method: :get%> 

app/views/customers/_details.html.erb

@@ -1,54 +1,60 @@
 <table>
   <tbody>
+
     <tr>
-      <th>Email</th>
+      <th><%=t(:label_name)%></th>
+      <td><%= customer.name %></td>
+    </tr>
+
+    <tr>
+      <th><%=t(:label_email)%></th>
       <td><%= customer.email %></td>
     </tr>
     
     <tr>
-      <th>Primary Phone</th>
+      <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>
     </tr>
     
     <tr>
-      <th>Mobile Phone</th>
+      <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>
     </tr>
     
      <tr>
-        <th>Bill Address</th>
+        <th><%=t(:label_billing_address)%></th>
-        <td><%= customer.billing_address %></td>
+        <td><pre><%= @billing_address %></pre></td>
     </tr>
     
      <tr>
-        <th>Shipping Address</th>
+        <th><%=t(:label_shipping_address)%></th>
-        <td><%= customer.shipping_address %></td>
+        <td><pre><%= @shipping_address %></pre></td>
     </tr>
     
     <tr>
-        <th>Issues</th>
+        <th><%=t(:label_account_balance)%></th>
-        <td><%= customer.issues.count %></td>
-    </tr>
-    
-    <tr>
-        <th>Account Balance</th>
         <td>$<%= customer.balance %></td>
     </tr>
     
     <tr>
-        <th>Balance With Jobs</th>
+      <th colspan="2"><h4><%=t(:field_notes)%></hr></th>
-        <td>$<%= customer.balance_with_jobs %></td>
     </tr>
 
     <tr>
-      <th>Notes</th>
+      <td colspan="2">
-      <td><%= customer.notes %></td>
+       <pre id="note-display" style="text-align: left; white-space: pre-wrap; font-family: inherit;">
-    </tr>
+          <%= customer.notes %>
-    
+        </pre>
-    <tr>
-      <td>
-        <%= button_to "Edit Customer", edit_customer_path(customer), method: :get%> 
       </td>
     </tr>
+
+    <script>
+        const preElement = document.getElementById('note-display');
+        // This takes the text, trims the edges, and puts it back
+        preElement.textContent = preElement.textContent.trim();
+      </script>
+
   </tbody>
 </table> 
+<br/>
+<br/>

app/views/customers/_form.html.erb

@@ -5,48 +5,47 @@
       <%= form_for @customer do |f| %> 
        
         <div class="clearfix">
-          Display Name: 
+          <%=t(:label_display_name)%> 
           <div class="input">
-            <%= f.text_field :name, :required => true %>
+            <%= f.text_field :name, required: true, autocomplete: "off" %>
           </div>
         </div>
         
         <div class="clearfix">
-          Phone Number:
+          <%=t(:label_primary_phone)%>
           <div class="input">
-            <%= f.telephone_field :primary_phone %>
+            <%= f.telephone_field :primary_phone, autocomplete: "off" %>
           </div>
         </div>
         
        <div class="clearfix">
-          Mobile Phone Number:
+          <%=t(:label_mobile_phone)%>:
           <div class="input">
-            <%= f.telephone_field :mobile_phone %>
+            <%= f.telephone_field :mobile_phone, autocomplete: "off" %>
           </div>
         </div>
         
         <div class="clearfix">
-          Email:
+          <%=t(:label_email)%>:
           <div class="input">
-            <%= f.email_field :email %>
+            <%= f.email_field :email, autocomplete: "off" %>
           </div>
         </div>
         
         <div class="clearfix">
-          Notes: 
+          <%=t(:field_notes)%>: 
           <div class="input">
             <p>  
-              <%= link_to_function content_tag(:span, l(:button_edit), :class => 'icon icon-edit'), '$(this).hide(); $("#issue_description_and_toolbar").show()' unless @customer.new_record? %>
+              <%= content_tag :span, id: "issue_description_and_toolbar" do %>
-              <%= content_tag 'span', :id => "issue_description_and_toolbar", :style => (@customer.new_record? ? nil : 'display:none') do %>
               <%= f.text_area :notes,
-                    :cols => 60,
+                    cols: 60,
-                    :rows => 10,
+                    rows: 10,
-                    :accesskey => accesskey(:edit),
+                    accesskey: accesskey(:edit),
-                    :class => 'wiki-edit',
+                    class: 'wiki-edit',
-                    :no_label => true %>
+                    no_label: true %>
               <% end %>
             </p>
-            <%= wikitoolbar_for 'issue_description' %>
+            <%= wikitoolbar_for :issue_description %>
           </div>
         </div>
         

app/views/customers/_search.html.erb

@@ -0,0 +1,5 @@
+<%= form_tag(customers_path, method: "get", id: "customer-search-form") do %>
+    <%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), autocomplete: "off" %>
+    <%= submit_tag t(:label_search) %>
+<% end %>
+<%= button_to t(:label_new_customer), new_customer_path, method: :get%>

app/views/customers/_sidebar.html.erb

@@ -0,0 +1,2 @@
+<h3><%=t(:label_customers)%></h3>
+<%= render partial: 'customers/search' %>

app/views/customers/edit.html.erb

@@ -1,3 +1,3 @@
-<h1>Edit Customer</h1> 
+<h1><%=t(:label_edit_customer)%></h1> 
 <br/> 
-<%= render :partial => 'customers/form' %>
+<%= render partial: 'customers/form' %>

app/views/customers/filter_estimates_by_customer.js.erb

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

app/views/customers/filter_vehicles_by_customer.js.erb

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

app/views/customers/index.html.erb

@@ -1,10 +1,4 @@
-<h1>Customers</h1> 
+<h2><%=t(:field_customers)%> <span style="float:right"> <%= render partial: 'customers/search' %> </span> </h2>
-<br/> 
-<%= form_tag(customers_path, :method => "get", id: "search-form") do %>
-<%= text_field_tag :search, params[:search], placeholder: "Search Customers" %>
-<%= submit_tag "Search" %>
-<% end %>
-<br/>
 <% if @customers.present? %>
   <br/>
   <% @customers.each do |c| %>
@@ -15,14 +9,16 @@
     </div>
   <% end %>
 
+<p><%=t(:label_matching)%> <%= @customers.count %> <%=t(:field_customers)%> </p>
+
 <div class="actions">
   <%= will_paginate @customers %>
 </div>
 
 <% else %>
-  <p>There are no customers containing the term(s) <%= params[:search] %>.</p>
+  <p><%=t(:label_no_customers)%> <%= params[:search] %>.</p>
 <% end %>
 
 <div>
-  <%= Customer.count %> Customers - <b>Last Sync: </b> <%= Qbo.last_sync if Qbo.exists? %>
+  <%= render partial: 'qbo/stats' %>
 </div>

app/views/customers/new.html.erb

@@ -1,3 +1,3 @@
-<h1>New Customer</h1> 
+<h2><%=t(:label_new_customer)%></h2> 
 <br/>
-<%= render :partial => 'customers/form' %>
+<%= render partial: 'customers/form' %>

app/views/customers/show.html.erb

@@ -1,27 +1,53 @@
-<div id="content">
+<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= link_to @customer.to_s, "https://#{Setting.plugin_redmine_qbo[:sandbox] ? "sandbox" : "app"}.qbo.intuit.com/app/customerdetail?nameId=#{@customer.id}", target: :_blank %> </h2>
-  <h2>Customer #<%= @customer.id %></h2> 
+  <div class="issue">
-  <br/> 
-  
-  <div class="subject">
-    <div><h3><%= @customer.name %></h3></div>
-  </div>
-  
-  <div class="attributes">
 
     <div class="splitcontent">
+
       <div class="splitcontentleft">
-        <h4>Details:</h4>
+
-        <%= render :partial => 'customers/details', locals: {customer: @customer} %>
+        <h4><%=t(:label_details)%>:</h4>
+
+        <!-- Customer Info -->
+
+        <div class="splitcontent">
+          <div class="splitcontentleft">
+            <h4><%=t(:field_customer)%>:</h4>
+            <%= render partial: 'customers/details', locals: {customer: @customer} %>
+          </div>
+
+          <div class="splitcontentleft">
+            <h4><%=t(:label_actions)%>:</h4>
+            <%= render partial: 'customers/actions', locals: {customer: @customer} %>
+          </div>
+        </div>
+
+
+        <!-- QBO Info -->
+
+        <div class="splitcontent">
+          <div class="splitcontentleft">
+            <h4><%=t(:estimates)%>:</h4>
+            <%= render partial: 'estimates/list', locals: {estimates: @customer.estimates} %>
+          </div>
+
+          <div class="splitcontentleft">
+            <h4><%=t(:label_invoices)%>:</h4>
+            <%= render partial: 'invoices/list', locals: {invoices: @customer.invoices} %>
+          </div>
+        </div>
+
       </div>
+        
       <div class="splitcontentleft">
-        <h4>Vehicles:</h4>
+        <%= call_hook :show_customer_view_right, {customer: @customer} %>
-        <%= render :partial => 'vehicles/list' %>
-        <%= button_to "New Vehicle", new_customer_vehicle_path(@customer), method: :get %>
       </div>
     </div>
 
-    <br/>
-    <h2>Issues:</h2>
-    <%= render :partial => 'issues/list_simple', locals: {issues: @issues} %>
   </div>
-</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><%=@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/customers/view.html.erb

@@ -1,12 +1,14 @@
+<p style="float: right;"> <%= copy_object_url_link(request.url) %> </p>
+
 <h2><%= issue_heading(@issue) %></h2>
 
 <div class="<%= @issue.css_classes %> details">
 
-<%= avatar(@issue.author, :size => "50") %>
+<%= avatar(@issue.author, size: "50") %>
 
 <div class="subject">
-<%=  render_issue_subject_with_tree(@issue)  %>
+<%= render_issue_subject_with_tree(@issue) %>
-This customer link expires in <%= distance_of_time_in_words(Time.now, @token.expires_at) %>
+<%=t(:label_customer_link_expires)%> <%= distance_of_time_in_words(Time.now, @token.expires_at) %>
 </div>
         <p class="author">
         <%= authoring @issue.created_on, @issue.author %>.
@@ -17,39 +19,39 @@ This customer link expires in <%= distance_of_time_in_words(Time.now, @token.exp
 
 <div class="attributes">
 <%= issue_fields_rows do |rows|
-  rows.left l(:field_status), @issue.status.name, :class => 'status'
+  rows.left l(:field_status), @issue.status.name, class: :status
-  rows.left l(:field_priority), @issue.priority.name, :class => 'priority'
+  rows.left l(:field_priority), @issue.priority.name, class: :priority
-  unless @issue.disabled_core_fields.include?('assigned_to_id')
+  # unless @issue.disabled_core_fields.include?(:assigned_to_id)
-    rows.left l(:field_assigned_to), avatar(@issue.assigned_to, :size => "14").to_s.html_safe + (@issue.assigned_to ? link_to_user(@issue.assigned_to) : "-"), :class => 'assigned-to'
+  #   rows.left l(:field_assigned_to), avatar(@issue.assigned_to, size: "14").to_s.html_safe + (@issue.assigned_to ? @issue.assigned_to : "-"), class: 'assigned-to'
+  # end
+  unless @issue.disabled_core_fields.include?(:category_id) || (@issue.category.nil? && @issue.project.issue_categories.none?)
+    rows.left l(:field_category), (@issue.category ? @issue.category.name : "-"), class: :category
   end
-  unless @issue.disabled_core_fields.include?('category_id') || (@issue.category.nil? && @issue.project.issue_categories.none?)
+  unless @issue.disabled_core_fields.include?(:fixed_version_id) || (@issue.fixed_version.nil? && @issue.assignable_versions.none?)
-    rows.left l(:field_category), (@issue.category ? @issue.category.name : "-"), :class => 'category'
+    rows.left l(:field_fixed_version), (@issue.fixed_version ? @issue.fixed_version : "-"), class: 'fixed-version'
   end
-  unless @issue.disabled_core_fields.include?('fixed_version_id') || (@issue.fixed_version.nil? && @issue.assignable_versions.none?)
+  unless @issue.disabled_core_fields.include?(:start_date)
-    rows.left l(:field_fixed_version), (@issue.fixed_version ? link_to_version(@issue.fixed_version) : "-"), :class => 'fixed-version'
+    rows.right l(:field_start_date), format_date(@issue.start_date), class: 'start-date'
   end
-  unless @issue.disabled_core_fields.include?('start_date')
+  unless @issue.disabled_core_fields.include?(:due_date)
-    rows.right l(:field_start_date), format_date(@issue.start_date), :class => 'start-date'
+    rows.right l(:field_due_date), format_date(@issue.due_date), class: 'due-date'
   end
-  unless @issue.disabled_core_fields.include?('due_date')
+  unless @issue.disabled_core_fields.include?(:done_ratio)
-    rows.right l(:field_due_date), format_date(@issue.due_date), :class => 'due-date'
+    rows.right l(:field_done_ratio), progress_bar(@issue.done_ratio, legend: "#{@issue.done_ratio}%"), class: :progress
   end
-  unless @issue.disabled_core_fields.include?('done_ratio')
+  unless @issue.disabled_core_fields.include?(:estimated_hours)
-    rows.right l(:field_done_ratio), progress_bar(@issue.done_ratio, :legend => "#{@issue.done_ratio}%"), :class => 'progress'
-  end
-  unless @issue.disabled_core_fields.include?('estimated_hours')
     if @issue.estimated_hours.present? || @issue.total_estimated_hours.to_f > 0
-      rows.right l(:field_estimated_hours), issue_estimated_hours_details(@issue), :class => 'estimated-hours'
+      rows.right l(:field_estimated_hours), issue_estimated_hours_details(@issue), class: 'estimated-hours'
     end
   end
   #if User.current.allowed_to_view_all_time_entries?(@project)
     if @issue.total_spent_hours > 0
-      rows.right l(:label_spent_time), issue_spent_hours_details(@issue), :class => 'spent-time'
+      rows.right l(:label_spent_time), issue_spent_hours_details(@issue), class: 'spent-time'
     end
   #end
 end %>
-<%= render_custom_fields_rows(@issue) %>
+<%= render_full_width_custom_fields_rows(@issue) %>
-<%= call_hook(:view_issues_show_details_bottom, :issue => @issue) %>
+<%= call_hook(:view_issues_show_details_bottom, issue: @issue) %>
 </div>
 
 <% if @issue.description? || @issue.attachments.any? -%>
@@ -57,19 +59,19 @@ end %>
 <% if @issue.description? %>
 <div class="description">
   <div class="contextual">
-  <%= link_to l(:button_quote), quoted_issue_path(@issue), :remote => true, :method => 'post', :class => 'icon icon-comment' if @issue.notes_addable? %>
+  <%= link_to l(:button_quote), quoted_issue_path(@issue), remote: true, method: :post, class: 'icon icon-comment' if @issue.notes_addable? %>
   </div>
 
   <p><strong><%=l(:field_description)%></strong></p>
   <div class="wiki">
-  <%= textilizable @issue, :description, :attachments => @issue.attachments %>
+  <%= textilizable @issue, :description, attachments: @issue.attachments %>
   </div>
 </div>
 <% end %>
-<%= link_to_attachments @issue, :thumbnails => true %>
+<%= link_to_attachments @issue, thumbnails: true %>
 <% end -%>
 
-<%= call_hook(:view_issues_show_description_bottom, :issue => @issue) %>
+<%= call_hook(:view_issues_show_description_bottom, issue: @issue) %>
 
 <% if !@issue.leaf? || User.current.allowed_to?(:manage_subtasks, @project) %>
 <hr />
@@ -85,7 +87,7 @@ end %>
 <% if @relations.present? || User.current.allowed_to?(:manage_issue_relations, @project) %>
 <hr />
 <div id="relations">
-<%= render :partial => 'issues/relations' %>
+<%= render partial: 'issues/relations' %>
 </div>
 <% end %>
 
@@ -94,14 +96,14 @@ end %>
 <% if @changesets.present? %>
 <div id="issue-changesets">
 <h3><%=l(:label_associated_revisions)%></h3>
-<%= render :partial => 'issues/changesets', :locals => { :changesets => @changesets} %>
+<%= render partial: 'issues/changesets', locals: { changesets: @changesets} %>
 </div>
 <% end %>
 
 <% if @journals.present? %>
 <div id="history">
 <h3><%=l(:label_history)%></h3>
-<%= render :partial => 'issues/history', :locals => { :issue => @issue, :journals => @journals } %>
+<%= render partial: 'issues/history', locals: { issue: @issue, journals: @journals } %>
 </div>
 <% end %>
 

app/views/estimates/_list.html.erb

@@ -0,0 +1,12 @@
+<% unless estimates.empty? %>
+
+  <% estimates.sort.reverse.each do |estimate| %>
+    <div class="row">
+      <%= check_box_tag "estimate_ids[]", estimate.id, false,  onchange: "updateLink()",  data: { url: estimate_path(estimate), text: "Estimate ##{estimate.to_s}" }, class: "estimate-checkbox appointment" %>
+      <b><%= link_to "##{estimate.doc_number}", estimate_path(estimate), target: :_blank %></b> <%= estimate.txn_date %>
+    </div>
+  <% end %>
+
+<% else %>
+  <p><%=t(:label_no_estimates)%>.</p>
+<% end %>

app/views/estimates/_search.html.erb

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

app/views/estimates/_sidebar.html.erb

@@ -0,0 +1,2 @@
+<h3><%=t(:label_estimates) %></h3>
+<%= render partial: 'estimates/search' %>

app/views/invoices/_list.html.erb

@@ -0,0 +1,27 @@
+<% unless invoices.empty? %>
+
+  <%= form_with(url: invoice_path, method: :get) do |form| %>
+
+    <% if invoices.count > 1 %>
+      <div class="form-check">
+        <%= check_box_tag "select-all-invoices", "1", false, id: "select-all-invoices" %>
+        <%= label_tag "select-all-invoices", t(:label_select_all) %>
+      </div>
+      <hr>
+    <% end %>
+
+    <% invoices.sort.reverse.each do |invoice| %>
+      <div class="row">
+        <%= check_box_tag "invoice_ids[]", invoice.id, false,  onchange: "updateLink()", data: { url: invoice_path(invoice), text: "Invoice ##{invoice.to_s}" }, class: "invoice-checkbox appointment" if invoices.count > 1 %>
+        <b><%= link_to "##{invoice.doc_number}", invoice_path(invoice), target: :_blank %></b> <%= invoice.txn_date %>
+      </div>
+    <% end %>
+
+    <% if invoices.count > 1 %>
+      <%= form.submit t(:button_bulk_pdf) %>
+    <% end %>
+  <% end %>
+
+<% else %>
+  <p><%=t(:label_no_invoices)%>.</p>
+<% end %>

app/views/issues/_form_hook.html.erb

@@ -0,0 +1,9 @@
+<p>
+    <label for="issue_customer"><%= t(:customer) %></label>
+    <%= search_customer %> 
+    <%= customer_id %> 
+</p> 
+
+<p>
+    <%= select_estimate %>
+</p> 

app/views/issues/_history.html.erb

@@ -0,0 +1,35 @@
+<% reply_links = issue.notes_addable? -%>
+<% for journal in journals %>
+  <div id="change-<%= journal.id %>" class="<%= journal.css_classes %>">
+    <div id="note-<%= journal.indice %>">
+    <div class="contextual">
+      <span class="journal-actions"><%= render_journal_actions(issue, journal, reply_links: reply_links) %></span>
+      <a href="#note-<%= journal.indice %>" class="journal-link">#<%= journal.indice %></a>
+    </div>
+    <h4>
+      <%= avatar(journal.user, size: "24") %>
+      <%= authoring journal.created_on, journal.user, label: :label_updated_time_by %>
+      <%= render_private_notes_indicator(journal) %>
+    </h4>
+
+    <% if journal.details.any? %>
+    <ul class="details">
+      <% details_to_strings(journal.visible_details).each do |string| %>
+       <li><%= string %></li>
+      <% end %>
+    </ul>
+    <% if Setting.thumbnails_enabled? && (thumbnail_attachments = journal_thumbnail_attachments(journal)).any? %>
+      <div class="thumbnails">
+        <% thumbnail_attachments.each do |attachment| %>
+          <div><%= thumbnail_tag(attachment) %></div>
+        <% end %>
+      </div>
+    <% end %>
+    <% end %>
+    <%= render_notes(issue, journal, reply_links: reply_links) unless journal.notes.blank? %>
+    </div>
+  </div>
+  <%= call_hook(:view_issues_history_journal_bottom, { journal: journal }) %>
+<% end %>
+
+<% heads_for_wiki_formatter if User.current.allowed_to?(:edit_issue_notes, issue.project) || User.current.allowed_to?(:edit_own_issue_notes, issue.project) %>

app/views/issues/_list_simple.html.erb

@@ -0,0 +1,29 @@
+<% if issues && issues.any? %>
+<%= form_tag({}) do %>
+  <table class="list issues">
+    <thead><tr>
+    <th>#</th>
+    <th><%=l(:field_project)%></th>
+    <th><%=l(:field_tracker)%></th>
+    <th><%=l(:field_subject)%></th>
+    </tr></thead>
+    <tbody>
+    <% for issue in issues %>
+    <tr id="issue-<%= h(issue.id) %>" class="hascontextmenu <%= cycle(:odd, :even) %> <%= issue.css_classes %>">
+      <td class="id">
+        <%= check_box_tag("ids[]", issue.id, false, style: 'display:none;', id: nil) %>
+        <%= link_to(issue.id, issue_path(issue)) %>
+      </td>
+      <td class="project"><%= link_to_project(issue.project) %></td>
+      <td class="tracker"><%= issue.tracker %></td>
+      <td class="subject">
+        <%= link_to(issue.subject.truncate(60), issue_path(issue)) %> (<%= issue.status %>)
+      </td>
+    </tr>
+    <% end %>
+    </tbody>
+  </table>
+<% end %>
+<% else %>
+  <p class="nodata"><%= l(:label_no_data) %></p>
+<% end %>

app/views/issues/_show_details.html.erb

@@ -0,0 +1,22 @@
+<div class="splitcontent"> 
+  <div class="splitcontentleft">
+    <div class="customer_id attribute">
+      <div class="label"><span><%=t(:field_customer)%></span>:</div>
+      <div class="value"><%= customer %></div>
+    </div>
+  
+    <div class="estimate_id attribute">
+      <div class="label"><span><%=t(:field_estimate)%></span>:</div>
+      <div class="value"><%= estimate_link %></div>
+    </div>
+         
+    <div class="invoice_id attribute">
+      <div class="label"><span><%=t(:field_invoice)%></span>:</div>
+      <div class="value"><%= invoice_link %></div>
+    </div>
+   </div>
+      
+  <div class="splitcontentleft">
+    <%= call_hook :show_issue_view_right, {issue: issue} %>
+  </div>
+</div>

app/views/payments/_form.html.erb

@@ -1,42 +0,0 @@
-<div class="row">
-  <div class="span6 columns">
-    <fieldset>
-
-      <%= form_for @payment do |f| %> 
-       
-        <div class="clearfix">
-          Customer: 
-          <div class="input">
-            <%= f.collection_select :customer_id, @customers, :id, :name, include_blank: true, :selected => @customer, :required => true%>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          Deposit to Account: 
-          <div class="input">
-            <%= f.collection_select :account_id, @accounts, :id, :name, include_blank: true, :selected => @account, :required => true%>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          Payment Method: 
-          <div class="input">
-            <%= f.collection_select :payment_method_id, @payment_methods, :id, :name, include_blank: true, :selected => @payment_method, :required => true%>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          Amount: 
-          <div class="input">
-            <%= f.number_field :total_amount %>
-          </div>
-        </div>
-        
-       <div class="actions">
-        <%= f.submit %>
-       </div>
-      <% end %>
-
-    </fieldset>
-  </div>
-</div>

app/views/payments/new.html.erb

@@ -1,3 +0,0 @@
-<h1>New Payment</h1> 
-<br/>
-<%= render :partial => 'payments/form' %>

app/views/public/401.html.erb

@@ -1 +0,0 @@
-<%= flash.now[:error] = "Not Authorized" %>

app/views/qbo/_footer.html.erb

@@ -0,0 +1,3 @@
+<div id='footer' align='center'>
+     <%= render partial: 'qbo/last_sync' %>
+</div>

app/views/qbo/_last_sync.html.erb

@@ -0,0 +1 @@
+<b><%=t(:label_last_sync)%>: </b> <%= Qbo.last_sync if Qbo.exists? %>

app/views/qbo/_settings.html.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+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:
 
@@ -15,62 +15,70 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
 
 <!-- configure the Intuit object: 'grantUrl' is a URL in your application which kicks off the flow, see below -->
 <script>
-intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_authenticate_url %>'});
+  intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_authenticate_path %>'});
 </script>
 
 <table >
   <tbody>
+  
     <tr>
-      <th>Edmunds API Key</th>
+      <th><%=t(:label_client_id)%></th>
       <td>
-        <input type="text" style="width:350px" id="settingsEdmundsAPIKey" 
+        <input 
-                           value="<%= settings['settingsEdmundsAPIKey'] %>" 
+          type="text" 
-                           name="settings[settingsEdmundsAPIKey]" >
+          style="width:350px" 
+          id="settingsOAuthConsumerKey" 
+          value="<%= settings['settingsOAuthConsumerKey'] %>" 
+          name="settings[settingsOAuthConsumerKey]" >
       </td>
     </tr>
 
     <tr>
-      <th>Intuit QBO OAuth Consumer Key</th>
+      <th><%=t(:label_client_secret)%></th>
       <td>
-        <input type="text" style="width:350px" id="settingsOAuthConsumerKey" 
+        <input 
-                           value="<%= settings['settingsOAuthConsumerKey'] %>" 
+          type="text" 
-                           name="settings[settingsOAuthConsumerKey]" >
+          style="width:350px" 
+          id="settingsOAuthConsumerSecret"
+          value="<%= settings['settingsOAuthConsumerSecret'] %>"
+          name="settings[settingsOAuthConsumerSecret]" >
       </td>
     </tr>
     
     <tr>
-      <th>Intuit QBO OAuth Consumer Secret</th>
+      <th><%=t(:label_webhook_token)%></th>
       <td>
-        <input type="text" style="width:350px" id="settingsOAuthConsumerSecret"
+        <input 
-                           value="<%= settings['settingsOAuthConsumerSecret'] %>"
+          type="text" 
-                           name="settings[settingsOAuthConsumerSecret]" >
+          style="width:350px" 
+          id="settingsWebhookToken"
+          value="<%= settings['settingsWebhookToken'] %>"
+          name="settings[settingsWebhookToken]" >
       </td>
     </tr>
 
     <tr>
-      <th>Intuit QBO Webhook Token</th>
+      <th><%=t(:label_sandbox)%></th>
       <td>
-        <input type="text" style="width:350px" id="settingsWebhookToken"
+        <%= check_box_tag 'settings[sandbox]', @settings[:sandbox], @settings[:sandbox] %>
-                           value="<%= settings['settingsWebhookToken'] %>"
-                           name="settings[settingsWebhookToken]" >
       </td>
     </tr>
 
      <tr>
-       <th>Token Expires At</th>
+        <th><%=t(:label_oauth_expires)%></th>
-       <td><%= if Qbo.exists? then Qbo.first.token_expires_at end %>
+        <td><%= if Qbo.exists? then QboConnectionService.current!.oauth2_access_token_expires_at end %>
-     </tr>
+      </tr>
       
-     <tr>
+      <tr>
-       <th>Reconnect Token At</th>
+        <th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
-       <td><%= if Qbo.exists? then Qbo.first.reconnect_token_at end  %>
+        <td><%= if Qbo.exists? then QboConnectionService.current!.oauth2_refresh_token_expires_at end %>
      </tr>
 
   </tbody>
 </table>
 
 <br/>
-Note: You need to authenticate after saving your key and secret above
+<%=t(:label_oauth_note)%>
 <br/>
 <br/>
 
@@ -81,27 +89,23 @@ Note: You need to authenticate after saving your key and secret above
 <br/>
 
 <div>
-    <b>Customer Count:</b> <%= Customer.count%>
+    <b><%=t(:label_customer_count)%>:</b> <%= Customer.count%>
     </div>
       
     <div>
-        <b>Item Count:</b> <%= QboItem.count %>
+        <b><%=t(:label_employee_count)%>:</b> <%= Employee.count %>
     </div>
     
     <div>
-        <b>Employee Count:</b> <%= QboEmployee.count %>
+        <b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %>
     </div>
     
     <div>
-        <b>Invoice Count:</b> <%= QboInvoice.count %>
+        <b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %>
-    </div>
-    
-    <div>
-        <b>Estimate Count:</b> <%= QboEstimate.count %>
     </div>
       
     <br/>
     
     <div>
-        <b>Last Sync: </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to " Sync Now", qbo_sync_path %>
+        <b><%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> <%= link_to t(:label_sync_now), qbo_sync_path %>
 </div>

app/views/qbo/_sidebar.html.erb

@@ -0,0 +1,6 @@
+<% if User.current.logged? %>
+
+    <%= render partial: 'customers/sidebar' %>
+    <%= render partial: 'estimates/sidebar' %>
+
+<% end %>

app/views/qbo/_stats.html.erb

@@ -0,0 +1 @@
+<%= Customer.count %> <%=t(:field_customers)%> - <%= render partial: 'qbo/last_sync' %>

app/views/qbo/authenticate.html.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+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:
 
@@ -30,4 +30,3 @@ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLI
         intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= authenticate_vendors_url %>'});
     </script>
   </body>
-

app/views/qbo/index.html.erb

@@ -1,42 +0,0 @@
-<!--
-The MIT License (MIT)
-
-Copyright (c) 2016 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.
--->
-
-<body>
-    <h1> Redmine Quickbooks</h1>
-    
-    <div>
-        <b>Customer Count:</b> <%= @customer_count.to_s%>
-    </div>
-      
-    <div>
-        <b>Item Count:</b> <%= @qbo_item_count.to_s %>
-    </div>
-      
-    <div>
-        <b>Employee Count:</b> <%= @qbo_employee_count.to_s %>
-    </div>
-    
-    <div>
-        <b>Invoice Count:</b> <%= @qbo_invoice_count.to_s %>
-    </div>
-    
-    <div>
-        <b>Estimate Count:</b> <%= @qbo_estimate_count.to_s %>
-    </div>
-      
-    <br/>
-    
-    <div>
-        <b>Last Sync: </b> <%= Qbo.last_sync if Qbo.exists? %>
-    </div>
-    
-</body>

app/views/qbo/oauth_callback.html.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+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:
 

app/views/qbo/webhook.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2016 rick barrette
+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:
 
@@ -10,8 +10,4 @@ The above copyright notice and this permission notice shall be included in all c
 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.
 -->
 
-<body>
+<h2>QboController#webhook</h2>
-
-    <h2>QboController#sync</h2>
-
-</body>

app/views/vehicles/_details.html.erb

@@ -1,54 +0,0 @@
-<table>
-  <tbody>
-  
-    <tr>
-      <th>Customer</th>
-      <td><%= link_to vehicle.customer.name, customer_path(vehicle.customer) %></td>
-    </tr>
-  
-    <tr>
-      <th>Vehicle</th>
-      <td><%= vehicle.to_s %></td>
-    </tr>
-    
-    <tr>
-      <th>VIN</th>
-      <td><%= vehicle.vin %></td>
-    </tr>
-    
-    <tr>
-      <th>Style</th>
-      <td><%= vehicle.style %></td>
-    </tr>
-    
-    <tr>
-      <th>Drive</th>
-      <td><%= vehicle.drive %></td>
-    </tr>
-    
-    <tr>
-      <th>Doors</th>
-      <td><%= vehicle.doors %></td>
-    </tr>
-  
-    <tr>
-      <th>Notes</th>
-      <td><%= vehicle.notes %></td>
-    </tr>
-    
-    <tr>
-        <th>Issues</th>
-        <td><%= vehicle.issues.count %></td>
-    </tr>
-    
-    <tr>
-      <td/>
-      <td>
-      
-        <%= button_to "New Issue", new_issue_path(:vehicle_id => vehicle.id, :customer_id => vehicle.customer.id), method: :get%> 
-        <%= button_to "Edit", edit_vehicle_path(vehicle), method: :get%> 
-        <%= button_to "Delete", vehicle, method: :delete, data: {confirm: "You sure?"} %> 
-      </td>
-    </tr>
-  </tbody>
-</table>

app/views/vehicles/_form.html.erb

@@ -1,62 +0,0 @@
-<div class="row">
-  <div class="span6 columns">
-    <fieldset>
-
-      <%= form_for @vehicle do |f| %> 
-        <div class="clearfix">
-          Customer: 
-          <div class="input">
-            <%= f.collection_select :customer_id, @customers, :id, :name, include_blank: true, :selected => @customer, :required => true%>
-            </div>
-        </div>
-        
-        <div class="clearfix">
-          Year: 
-          <div class="input">
-            <%= f.number_field :year %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          Make:
-          <div class="input">
-            <%= f.text_field :make %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          Model:
-          <div class="input">
-            <%= f.text_field :model %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          VIN:
-          <div class="input">
-            <%= f.text_field :vin , :autofocus => true %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          Notes: 
-          <div class="input">
-            <p>
-              <%= content_tag 'span', :id => "issue_description_and_toolbar", :style => (@vehicle.new_record? ? nil : 'display:none') do %>
-                <%= f.text_area :notes,
-                    :cols => 60,
-                    :rows => 10,
-                    :no_label => true %>
-              <% end %>
-            </p>
-          </div>
-        </div>
-        
-       <div class="actions">
-        <%= f.submit %>
-       </div>
-      <% end %>
-
-    </fieldset>
-  </div>
-</div>

app/views/vehicles/_list.html.erb

@@ -1,26 +0,0 @@
-<% if @vehicles.present? %>
-
-  <% @vehicles.each do |vehicle| %>
-    <div class="row">
-      <div>
-        <b><%= link_to "##{vehicle.id}", vehicle_path(vehicle) %> </b>
-      </div>
-      
-      <div>
-        <%= vehicle.to_s %>
-        <br/>
-        <%= vehicle.customer %>
-        <br/>
-        <%= vehicle.vin %>
-      </div>
-    </div>
-    <br/>
-  <% end %>
-
-  <div class="actions">
-    <%= will_paginate @vehicles %>
-  </div>
-
-<% else %>
-  <p>There are no vehicles containing the term(s) <%= params[:search] %>.</p>
-<% end %>

app/views/vehicles/_vehicle.html.erb

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

app/views/vehicles/edit.html.erb

@@ -1,3 +0,0 @@
-<h1>Edit Customer Vehicle</h1> 
-<br/> 
-<%= render :partial => 'vehicles/form' %>

app/views/vehicles/index.html.erb

@@ -1,9 +0,0 @@
-<h1>Customer Vehicles</h1> 
-<br/> 
-
-<%= form_tag(vehicles_path, :method => "get", id: "search-form") do %>
-  <%= text_field_tag :search, params[:search], placeholder: "Search Vehicles by VIN" %>
-  <%= submit_tag "Search" %>
-<% end %>
-
-<%= render :partial => 'vehicles/list' %>

app/views/vehicles/new.html.erb

@@ -1,3 +0,0 @@
-<h1>New Customer Vehicle</h1> 
-<br/> 
-<%= render :partial => 'vehicles/form' %>

app/views/vehicles/show.html.erb

@@ -1,8 +0,0 @@
-<h1>Vehicle #<%=@vehicle.id%> </h1> 
-<br/> 
-
-<div style="text-align: left; width:90%;">
-  <%= render :partial => 'vehicles/details', locals: {vehicle: @vehicle} %>
-
-  <%= render :partial => 'issues/list_simple', locals: {issues: @vehicle.issues} %>
-</div>

assets/javascripts/application.js

@@ -1,9 +1,20 @@
-$(function() {
+function updateLink() {
-  $("input#issue_customer_id").on("change", function() {
+  console.log("updateLink called");
-    $.ajax({
+  const linkElement = document.getElementById("appointment_link");
-      url:  "/filter_vehicles_by_customer",
+  const regex = /((?:<br\/>|%3Cbr\/?%3E))([\s\S]*?)(&dates)/gi;
-      type: "GET",
+  linkElement.href = linkElement.href.replace(regex, `$1${getSelectedDocs()}$3`);
-      data: { selected_customer: $("input#issue_customer_id").val() }
+}
-    });
+
-  });
+function getSelectedDocs() {
-});
+  const appointent_extras = document.querySelectorAll('.appointment');
+
+  let output = '';
+  for (const item of appointent_extras) {
+    if (item.checked) {
+      console.log(`Checked item: ${item.dataset.text} with URL: ${item.dataset.url}`);
+      output += `%0A`+ encodeURIComponent(`<a href="${window.location.origin}${item.dataset.url}">${item.dataset.text}</a>`) +`%0A`;
+    }
+  }
+  
+  return output;
+}

assets/javascripts/checkbox_controller.js

@@ -0,0 +1,17 @@
+document.addEventListener('DOMContentLoaded', () => {
+  const select_all_invoice = document.getElementById('select-all-invoices');
+  const invoices = document.querySelectorAll('.invoice-checkbox');
+
+  if (select_all_invoice) {
+    select_all_invoice.addEventListener('change', (e) => {
+      invoices.forEach(item => item.checked = e.target.checked);
+    });
+  }
+
+  invoices.forEach(item => {
+    item.addEventListener('change', () => {
+      const allChecked = Array.from(invoices).every(i => i.checked);
+      select_all_invoice.checked = allChecked;
+    });
+  });
+});

config/initializers/edmunds.rb

@@ -1,3 +0,0 @@
-Edmunds::Api.configure do |config|
-  config.api_key = '2dheutzvhxs28dzukx5tgu47'
-end

config/locales/en.yml

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -9,15 +9,101 @@
 #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.
 
 # English strings go here for Rails i18n
+# Usage I18n.t(:label)
 en:
-  # my_label: "My label"
+  button_bulk_pdf: "Bulk PDF"
+  customer_details: "Customer Details"
+  field_billed: "Billed"
   field_customer: "Customer"
-  field_qbo_item: "Item"
+  field_customers: "Customers"
-  field_qbo_employee: "Employee"
+  field_employee: "Employee"
-  field_qbo_invoice: "Invoice"
+  field_estimate: "Estimate"
-  field_qbo_estimate: "Estimate" 
+  field_invoice: "Invoice"
-  field_vehicles: "Vehicle"
-  field_vin: "VIN"
   field_notes: "Notes"
-  field_qbo_billed: "Billed"
+  label_account_balance: "Account Balance"
+  label_actions: "Actions"
+  label_amount: "Amount"
+  label_appointment: "Add Appointment"
+  label_balance_with_jobs: "Balance With Jobs"
+  label_bill_time: "Bill Time"
+  label_billing_address: "Billing Address"
+  label_billing_enqueued: "Billing has been enqueued for issue"
+  label_billed_success: "Successfully billed "
+  label_client_id: "Intuit QBO OAuth2 Client ID"
+  label_client_secret: "Intuit QBO OAuth2 Client Secret"
+  label_closed_issues: "Closed Issues"
+  label_connected: "Successfully connected to QuickBooks"
+  label_create_estimate: "Create Estimate"
+  label_customer_count: "Customer Count"
+  label_customer_link_expires: "This customer link expires in"
+  label_customers: "Customers"
+  label_delete: "Delete"
+  label_deposit_into: "Deposit to Account"
+  label_details: "Details"
+  label_display_name: "Display Name"
+  label_door: "Door"
+  label_edit: "Edit"
+  label_edit_customer: "Edit Customer"
+  label_email: "Email"
+  label_employee_count: "Employee Count"
+  label_error: "Error"
+  label_estimate_404: "Estimate not found"
+  label_estimate_count: "Estimate Count"
+  label_estimates: "Estimates"
+  label_hours: "Hours"
+  label_invoice_404: "Invoice not found"
+  label_invoice_count: "Invoice Count"
+  label_invoices: "Invoices"
+  label_last_sync: "Last Sync"
+  label_load_customer: "Load Customer"
+  label_make: "Make"
+  label_matching: "Matching"
+  label_mobile_phone: "Mobile Phone"
+  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"
+  label_oauth2_refresh_token_expires_at: "Refresh Token Expires At"
+  label_oauth_expires: "OAuth2 Access Token Expires At"
+  label_oauth_note: "Note: You need to authenticate with QuickBooks after saving your key and secret above."
+  label_open_issues: "Open Issues"
+  label_primary_phone: "Primary Phone"
+  label_qbo_sync_success: "Successfully synced to QuickBooks"
+  label_redmine_qbo: "Redmine QuickBooks"
+  label_sandbox: "Sandbox"
+  label_search: "Search"
+  label_search_customers: "Search Customers"
+  label_search_estimates: "Search Estimates"
+  label_select_all: "Select All"
+  label_share: "Share"
+  label_shipping_address: "Shipping Address"
+  label_sync: "Sync"
+  label_sync_now: "Sync Now"
+  label_syncing: "Syncing QuickBooks"
+  label_trim: "Trim"
+  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"
+  notice_estimate_not_found: "Estimate not found, we are syncing with QuickBooks to find it. Please check back shortly."
+  notice_estimate_updated: "Estimate updated in QuickBooks"
+  notice_forbidden: "You do not have permission to access this resource."
+  notice_invoice_created: "Invoice created in QuickBooks"
+  notice_invoice_not_found: "Invoice not found"
+  notice_invoice_updated: "Invoice updated in QuickBooks"
+  notice_issue_not_found: "Issue not found"
+  warn_ru_sure: "Are you sure?"

config/routes.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,41 +8,32 @@
 #
 #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.
 
-# Main Quickbooks landing page
-get 'qbo', :to=> 'qbo#index'
-
 #authentication
-get 'qbo/authenticate', :to => 'qbo#authenticate'
+get 'qbo/authenticate', to: 'qbo#authenticate'
-get 'qbo/oauth_callback', :to => 'qbo#oauth_callback'
+get 'qbo/oauth_callback', to: 'qbo#oauth_callback'
 
 #manual sync
-get 'qbo/sync', :to => 'qbo#sync'
+get 'qbo/sync', to: 'qbo#sync'
-
-# Estimate & Invoice PDF
-get 'qbo/estimate/:id', :to => 'estimate#show', as: :estimate
-get 'qbo/invoice/:id', :to => 'invoice#show', as: :invoice
-
-#manual billing
-get 'qbo/bill/:id', :to => 'qbo#bill', as: :bill
-
-#customer issue view
-get 'customers/view/:token', :to => 'customers#view', as: :view
-
-#payments
-resources :payments
 
 #webhook
-post 'qbo/webhook', :to => 'qbo#qbo_webhook'
+post 'qbo/webhook', to: 'qbo#webhook'
 
-#ajax
+# Estimate & Invoice PDF
-get 'filter_vehicles_by_customer' => 'customers#filter_vehicles_by_customer'
+get 'estimates/:id', to: 'estimate#show', as: :estimate
+get 'estimates/doc/', to: 'estimate#doc', as: :estimate_doc
+get 'invoices/:id', to: 'invoice#show', as: :invoice
+
+#manual billing
+get 'bill/:id', to: 'qbo#bill', as: :bill
+
+#customer issue view
+get 'customers/view/:token', to: 'customers#view', as: :view
+get 'customers/share/:id', to: 'customers#share', as: :share
+
+#java script routes
+get 'filter_estimates_by_customer' => 'customers#filter_estimates_by_customer'
+get 'filter_invoices_by_customer' => 'customers#filter_invoices_by_customer'
 
-# Nest Vehicles under customers
 resources :customers do
-  resources :vehicles
+  get :autocomplete_customer_name, on: :collection
-  get :autocomplete_customer_name, :on => :collection
-  get :autocomplete_customer_vehicles, :on => :collection
 end
-
-#allow for just vehicles too
-resources :vehicles

db/migrate/001_create_qbos.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2016 rick barrette
+#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:
 #
@@ -8,7 +8,7 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
-class CreateQbos < ActiveRecord::Migration
+class CreateQbos < ActiveRecord::Migration[5.1]
   
   def change
     create_table :qbos do |t|