Update plugin version to 2026.2.16

Updated to use active jobs & services for all background work

.gitignore

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

Gemfile

@@ -3,11 +3,11 @@ source 'https://rubygems.org'
 gem 'quickbooks-ruby'
 gem 'oauth2'
 gem 'roxml'
-gem 'nhtsa_vin'
 gem 'will_paginate'
 gem 'rails-jquery-autocomplete'
 gem 'jquery-ui-rails'
-gem 'faraday_middleware', '1.2.0'
+gem 'rexml'
+gem 'combine_pdf'
 
 group :assets do
   gem 'coffee-rails'

LICENSE

@@ -1,6 +1,6 @@
 The MIT License (MIT)
 
-Copyright (c) 2022 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

@@ -1,88 +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.
 
-#### Disclaimer
+## Disclaimer
 
-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
+**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.
 
-Also worth metioning I am currently using this in a live production enviroment with no issues
+## Compatibility
 
-#### Features
+| Plugin Version | Redmine Version |
-* 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
+| Version 2026.1.0+ | Redmine 6.1 |
-  - This is set via a drop down in the user admistration page.
+| Version 2.0.0+ | Redmine 5 |
-* IF an `Issue` has been assined a `Customer` when an Issue is closed the following will happen:
+| Version 1.0.0+ | Redmine 4 |
-  - A new `Time Activity` will be billed agaist the `Customer` assinged to the issue for each Redmine Time Entery. 
+| Version 0.8.1 | Redmine 3 |
-    + 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.
+## Features
-    + 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
+* **Customer Assignment:** Issues can be assigned to a Customer via a dropdown in the edit Issue form.
-* `Payments` Can be created via the Redmine application menu
+    * Once a customer is attached to an Issue, you can attach an Estimate to the issue via a dropdown menu.
-* `Customers` Can be created via the Redmine application menu
+* **Employee Mapping:** An Employee is assigned to a Redmine User via a dropdown in the User Administration page.
-  - `Customers` can be searched
+* **Automatic Billing:** If an Issue has been assigned a Customer, the following happens when the Issue is closed:
-  - Basic information for the `Customer` can be viewed/edit via the Customer page
+    * A new Time Activity will be billed against the Customer assigned to the issue for each Redmine Time Entry.
-* Webhook Support
+    * Time Entries will be totalled up by Activity name. This allows billing for different activities without having to create separate Issues.
-  - `Invoices` are automaticly attached to an Issue if a line item has a hashtag number in a `Line Item`
+    * The Time Activity names are used to dynamically lookup Items in QuickBooks.
-    + `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.
+    * If there are no Items that match the Activity name, it will be skipped and will not be billed to the Customer.
-  - `Customers` are automaticly updated in local database
+    * 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
 
 ## Prerequisites
 
-* Sign up to become a developer for Intuit https://developer.intuit.com/
+* Sign up to become a developer for Intuit: https://developer.intuit.com/
-* Create your own aplication to obtain your API keys
+* Create your own application to obtain your API keys.
-* Set up webhook service to https://redmine.yourdomain.com/qbo/webhook
+* Set up the webhook service to `https://redmine.yourdomain.com/qbo/webhook`
-  - See https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/webhooks
 
-## The Install
+## Installation
 
-1. To install, clone this repo into your plugin folder
+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>
+   ```
 
-  `git clone git@github.com:rickbarrette/redmine_qbo.git` 
+2.  **Install dependencies:** *Crucial for Redmine 6 / Rails 7 compatibility.*
     
-2. Migrate your database
+    Bash
     
-  `rake redmine:plugins:migrate RAILS_ENV=production`
+    ```
+    bundle install
+    ```
     
-3. Navigate to the plugin configuration page and suppy your own OAuth key & secret. 
+3.  **Migrate your database:**
     
-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 exec rake redmine:plugins:migrate RAILS_ENV=production
+    ```
     
-## Automatic Deploy
+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
 
-The MIT License (MIT)
+> The MIT License (MIT)
-
+>
-Copyright (c) 2020 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) 2022 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
@@ -27,40 +26,32 @@ class CustomersController < ApplicationController
   include SortHelper
   helper :timelog
 
-  before_action  :add_customer, :only => :new
+  before_action :add_customer, only: :new
-  before_action  :view_customer, :except => :new
+  before_action :view_customer, except: [:new, :view]
-  skip_before_action :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 => true, :extra_data => [:id]
 
   def allowed_params
-    params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number)
+    params.require(:customer).permit(:name, :email, :primary_phone, :mobile_phone, :phone_number, :notes)
-  end
-
-  # getter method for a customer's vehicles
-  # used for customer autocomplete field / issue form
-  def filter_vehicles_by_customer
-    @filtered_vehicles = Vehicle.all.where(customer_id: params[:selected_customer])
   end
 
   # getter method for a customer's invoices
   # used for customer autocomplete field / issue form
   def filter_invoices_by_customer
-    @filtered_invoices = QboInvoice.all.where(customer_id: params[:selected_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 = QboEstimate.all.where(customer_id: params[:selected_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
@@ -76,7 +67,7 @@ class CustomersController < ApplicationController
   def create
     @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
@@ -88,9 +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
@@ -99,7 +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
@@ -108,14 +107,15 @@ class CustomersController < ApplicationController
   def update
     begin
       @customer = Customer.find_by_id(params[:id])
-      if @customer.update_attributes(allowed_params)
+      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
@@ -124,47 +124,69 @@ class CustomersController < ApplicationController
   def destroy
     begin
       Customer.find_by_id(params[:id]).destroy
-      flash[:notice] = "Customer deleted successfully"
+      flash[:notice] = t :notice_customer_deleted
       redirect_to action: :index
-    rescue ActiveRecord::RecordNotFound
+    rescue 
+      flash[:error] = t :notice_customer_not_deleted
       render_404
     end
   end
 
+  # creates new customer view tokens, removes expired tokens & redirects to newly created customer view with new token.
+  def share
+    issue = Issue.find(params[:id])
+
+    token = issue.share_token
+    redirect_to view_path(token.token)
+
+  rescue ActiveRecord::RecordNotFound
+    flash[:error] = t(:notice_issue_not_found)
+    render_404
+  end
+  
   # 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
+
+    # Optional: enforce token belongs to the issue's customer
+    return render_403 unless @issue.customer_id == @token.issue.customer_id
+
+    # Store token in session for subsequent requests if needed
     session[:token] = @token.token
-      @issue = Issue.find @token.issue_id
+
-      @journals = @issue.journals.
+    load_issue_data
-                  preload(:details).
+  rescue ActiveRecord::RecordNotFound
-                  preload(:user => :email_address).
+    render_403
-                  reorder(:created_on, :id).to_a
+  end
-      @journals.each_with_index {|j,i| j.indice = i+1}
+
+  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.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) && r.other_issue(@issue).visible? }
+    @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)
+    @time_entry = TimeEntry.new(issue: @issue, project: @issue.project)
     @relation   = IssueRelation.new
-    else
-      render_403
   end
-  end
-
-  private
 
   # redmine permission - add customers
   def add_customer
@@ -189,4 +211,22 @@ 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?
+    string = address.line1 if address.line1
+    string << "\n" + address.line2 if address.line2
+    string << "\n" + address.line3 if address.line3
+    string << "\n" + address.line4 if address.line4
+    string << "\n" + address.line5 if address.line5
+    string << " " + address.city if address.city
+    string << ", " + address.country_sub_division_code if address.country_sub_division_code
+    string << " " + address.postal_code if address.postal_code
+    return string
+  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) 2022 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:
 #
@@ -8,23 +8,51 @@
 #
 #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_action :require_user
+  before_action :require_user, unless: proc {|c| session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: proc {|c| session[:token].nil? }
+
+  def get_estimate
+    log "Searching for estimate with params: #{params.inspect}"
+
+    e = Estimate.find_by_doc_number(params[:search]) if params[:search]
+    e = Estimate.find_by_id(params[:id]) if params[:id]
+
+    # Force sync for estimate by doc number if not found
+    if  e.nil? && params[:search]
+      begin
+        Estimate.sync_by_doc_number(params[:search])
+        e = Estimate.find_by_doc_number(params[:search])
+      rescue
+        log "Estimate.find_by_doc_number failed"
+      end
+    end
+
+    # Force sync for estimate by id if not found
+    if  e.nil? && params[:id]
+      begin
+        Estimate.sync_by_id(params[:id])
+        e = Estimate.find_by_id(params[:id])
+      rescue
+        log "Estimate.find_by_id failed"
+      end
+    end
+
+    return e
+  end
   
   #
   # Downloads and forwards the estimate pdf
   #
   def show
-    e = QboEstimate.find_by_id(params[:id]) if params[:id]
+    estimate = get_estimate
-    e = QboEstimate.find_by_doc_number(params[:search]) if params[:search]
 
     begin
-      send_data e.pdf, filename: "estimate #{e.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+      send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", disposition: :inline, type: "application/pdf"
     rescue
-      redirect_to :back, :flash => { :error => "Estimate not found" }
+      redirect_to :back, flash: { error: I18n.t(:notice_estimate_not_found) }
     end
   end
 
@@ -32,14 +60,19 @@ class EstimateController < ApplicationController
   # Downloads estimate by document number
   #
   def doc
-    e = QboEstimate.find_by_doc_number(params[:id]) if params[:id]
+    estimate = get_estimate
-    e = QboEstimate.find_by_doc_number(params[:search]) if params[:search]
     
     begin
-      send_data e.pdf, filename: "estimate #{e.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+      send_data estimate.pdf, filename: "estimate #{estimate.doc_number}.pdf", disposition: :inline, type: "application/pdf"
     rescue
-      redirect_to :back, :flash => { :error => "Estimate not found" }
+      redirect_to :back, flash: { error: I18n.t(:notice_estimate_not_found) }
     end
   end
 
+  private
+
+  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) 2022 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 +8,53 @@
 #
 #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
+  require 'combine_pdf'
 
-  before_action :require_user, :unless => proc {|c| session[:token].nil? }
+  before_action :require_user, unless: proc {|c| session[:token].nil? }
-  skip_before_action :verify_authenticity_token, :check_if_login_required, :unless => proc {|c| session[:token].nil? }
+  skip_before_action :verify_authenticity_token, :check_if_login_required, unless: proc {|c| session[:token].nil? }
   
   #
   # Downloads and forwards the invoice pdf
   #
   def show
-    base = QboInvoice.get_base
+    log "Processing request for URL: #{request.original_url}" 
-    invoice = base.fetch_by_id(params[:id])
+    begin
-    @pdf = base.pdf(invoice)
+      qbo = Qbo.first
-    send_data @pdf, filename: "invoice #{invoice.doc_number}.pdf", :disposition => 'inline', :type => "application/pdf"
+        qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Invoice.new(company_id: qbo.realm_id, access_token: access_token)
+        
+        # If multiple id's then pull each pdf & combine them
+        if params[:invoice_ids]
+          log "Grabbing pdfs for " + params[:invoice_ids].join(', ')
+          ref = ""
+          params[:invoice_ids].each do |i|
+            log "processing " + i
+            invoice = service.fetch_by_id(i)
+            ref += " #{invoice.doc_number}"
+            @pdf << CombinePDF.parse(service.pdf(invoice)) unless @pdf.nil?
+            if @pdf.nil?
+              @pdf = CombinePDF.parse(service.pdf(invoice))
+            end
+          end
+          @pdf = @pdf.to_pdf
+        else
+          invoice = service.fetch_by_id(params[:id])
+          @pdf = service.pdf(invoice)
+          ref = invoice.doc_number
+        end
+
+        send_data @pdf, filename: "invoice #{ref}.pdf", disposition: :inline, type: "application/pdf"
+      end
+    rescue
+      redirect_to :back, flash: { error: I18n.t(:notice_invoice_not_found) }
+    end
+  end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[InvoiceController] #{msg}"
   end
 end

app/controllers/line_items_controler.rb

@@ -1,94 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2022 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 LineItemsController < ApplicationController
-  unloadable
-  
-  include AuthHelper
-  
-  before_action :require_user
-  
-  # display all line items for an issue
-  def index
-    if params[:issue_id]
-      begin
-        @line_items = Issue.find_by_id(params[:issue_id]).line_items
-      rescue ActiveRecord::RecordNotFound
-        render_404
-      end
-    end
-  end
-
-  # return an HTML form for creating a new line item
-  def new
-    @line_item = LineItem.new
-  end
-
-  # create a new line item
-  def create
-    @line_item = LineItem.new(params[:line_item])
-    if @line_item.save
-      flash[:notice] = "New Line Item Created"
-      redirect_to @line_item.issue
-    else
-      flash[:error] = @line_item.errors.full_messages.to_sentence 
-      redirect_to new_line_item_path
-    end
-  end
-  
-  # display a specific line item
-  def show
-    begin
-      @line_item = LineItem.find_by_id(params[:id])
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
-  end
-  
-  # return an HTML form for editing a line item
-  def edit
-    begin
-      @line_item = LineItem.find_by_id(params[:id])
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
-  end
-  
-  # update a specific line item
-  def update
-    begin   
-      @line_item = LineItem.find_by_id(params[:id])
-      if @line_item.update_attributes(params[:line_item])
-        flash[:notice] = "Line Item updated"
-        redirect_to @line_item
-      else
-        flash[:error] = @line_item.errors.full_messages.to_sentence if @line_item.errors
-        redirect_to edit_line_item_path
-      end
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
-  end  
-
-  # delete a specific line item
-  def destroy
-    begin
-      line_item = LineItem.find_by_id(params[:id])
-      issue = line_item.issue
-      line_item.destroy
-      flash[:notice] = "Line Item deleted successfully"
-      redirect_to issue
-    rescue ActiveRecord::RecordNotFound
-      render_404
-    end
-  end
-
-end

app/controllers/payments_controller.rb

@@ -1,57 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2022 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_action :check_permissions
-  
-  def new
-    @payment = Payment.new
-    
-    @customers = Customer.all.sort_by &:name
-    
-    @accounts = Qbo.get_base(:account).query("SELECT Id, Name FROM Account WHERE AccountType = 'Bank' Order By Name")
-    
-    @payment_methods = Qbo.get_base(:payment_method).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) 2022 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:
 #
@@ -9,35 +9,26 @@
 #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_action :require_user, :except => :qbo_webhook
+  before_action :require_user, except: :webhook
-  skip_before_action :verify_authenticity_token, :check_if_login_required, :only => [:qbo_webhook]
+  skip_before_action :verify_authenticity_token, :check_if_login_required, only: [:webhook]
 
-  #
+  def allowed_params
-  # Called when the QBO Top Menu us shown
+    params.permit(:code, :state, :realmId, :id)
-  #
-  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
-    oauth2_client = Qbo.get_client
+    redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
-    callback = Setting.host_name + "/qbo/oauth_callback/" 
+    log "redirect_uri: #{redirect_uri}"
-    #callback = qbo_oauth_callback_url
+    oauth2_client = Qbo.construct_oauth2_client
-    grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: callback, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
+    grant_url = oauth2_client.auth_code.authorize_url(redirect_uri: redirect_uri, response_type: "code", state: SecureRandom.hex(12), scope: "com.intuit.quickbooks.accounting")
     redirect_to grant_url
   end
   
@@ -46,10 +37,9 @@ class QboController < ApplicationController
   #
   def oauth_callback
     if params[:state].present?
-      oauth2_client = Qbo.get_client
+      oauth2_client = Qbo.construct_oauth2_client
       # use the state value to retrieve from your backend any information you need to identify the customer in your system
-      #redirect_uri = qbo_oauth_callback_url
+      redirect_uri = "#{Setting.protocol}://#{Setting.host_name + qbo_oauth_callback_path}"
-      redirect_uri = Setting.host_name + "/qbo/oauth_callback/"
       if resp = oauth2_client.auth_code.get_token(params[:code], redirect_uri: redirect_uri)
         
         # Remove the last authentication information
@@ -57,17 +47,13 @@ class QboController < ApplicationController
         
         # Save the authentication information 
         qbo = Qbo.new
-        qbo.company_id = params[:realmId]
+        qbo.update(oauth2_access_token: resp.token, oauth2_refresh_token: resp.refresh_token, realm_id: params[:realmId])
-        
+        qbo.refresh_token!
-        # Generate Access Token & Serialize it into the database
-        access_token = OAuth2::AccessToken.new(oauth2_client, resp.token, refresh_token: resp.refresh_token)
-        qbo.token = access_token.to_hash
-        qbo.expire = 1.hour.from_now.utc
         
         if qbo.save!
-          redirect_to qbo_sync_path, :flash => { :notice => "Successfully connected to Quickbooks" }
+          redirect_to qbo_sync_path, flash: { notice: I18n.t(:label_connected) }
         else
-          redirect_to plugin_settings_path(:redmine_qbo), :flash => { :error => "Error" }
+          redirect_to plugin_settings_path(:redmine_qbo), flash: { error: I18n.t(:label_error) }
         end
         
       end
@@ -76,98 +62,76 @@ class QboController < ApplicationController
   
   # Manual Billing
   def bill
-    i = Issue.find_by_id params[:id]
+    issue = Issue.find_by(id: params[:id])
-    if i.customer
+    return render_404 unless issue
-      i.bill_time
+
-      redirect_to i, :flash => { :notice => "Successfully Billed #{i.customer.name}" }
+    unless issue.customer
-    else
+      redirect_to issue, flash: { error: I18n.t(:label_billing_error_no_customer) }
-      redirect_to i, :flash => { :error => "Cannot bill without a customer assigned" }
+      return
-    end
     end
 
-  # Quickbooks Webhook Callback
+    unless issue.assigned_to&.employee_id.present?
-  def qbo_webhook
+      redirect_to issue, flash: { error: I18n.t(:label_billing_error_no_employee) }
-
+      return
-    logger.debug "Quickbooks is calling 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"
-       
-        logger.debug "Casting #{name.constantize} to obj"
-
-        # 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
-          begin
-            obj.sync_by_id(id)
-          rescue => e
-            logger.error "Failed to call sync_by_id on obj"
-            logger.error e.message
-            logger.error e.backtrace.join("\n")
-          end
-        end
     end
 
-      # Record that last time we updated
+    unless Qbo.first
-      Qbo.update_time_stamp
+      redirect_to issue, flash: { error: I18n.t(:label_billing_error_no_qbo) }
-      
+      return
-      # 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
 
-    logger.debug "Quickbooks webhook complete"
+    BillIssueTimeJob.perform_later(issue.id)
+
+    redirect_to issue, flash: {
+      notice: I18n.t(:label_billing_enqueued) + " #{issue.customer.name}"
+    }
   end
 
   #
   # Synchronizes the QboCustomer table with QBO
   #
   def sync
-    logger.debug "Syncing EVERYTHING"
+    log "Syncing EVERYTHING"
-    # Update info in background
-    Thread.new do
-      if Qbo.exists?
-        Customer.sync
-        QboInvoice.sync
-        QboItem.sync
-        QboEmployee.sync
-        QboEstimate.sync
 
-        # Record the last sync time
+    CustomerSyncJob.perform_later(full_sync: true)
-        Qbo.update_time_stamp
+    EstimateSyncJob.perform_later(full_sync: true)
-      end
+    InvoiceSyncJob.perform_later(full_sync: true)
-      ActiveRecord::Base.connection.close
+    EmployeeSyncJob.perform_later(full_sync: true)
+
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
   end
 
-    redirect_to :home, :flash => { :notice => "Successfully synced to Quickbooks" }
+  # QuickBooks Webhook Callback
+  def webhook
+    log "Webhook received"
+
+    signature = request.headers['intuit-signature']
+    key       = Setting.plugin_redmine_qbo['settingsWebhookToken']
+    body      = request.raw_post
+
+    digest = OpenSSL::Digest.new('sha256')
+    computed = Base64.strict_encode64(OpenSSL::HMAC.digest(digest, key, body))
+
+    unless secure_compare(computed, signature)
+      log "Invalid webhook signature"
+      head :unauthorized
+      return
+    end
+
+    WebhookProcessJob.perform_later(body)
+
+    head :ok
+  end
+
+  private
+
+  # Securely compare two strings to prevent timing attacks. Returns false if either string is blank or if they do not match.
+  def secure_compare(a, b)
+    return false if a.blank? || b.blank?
+    ActiveSupport::SecurityUtils.secure_compare(a, b)
+  end
+
+  def log(msg)
+    Rails.logger.info "[QboController] #{msg}"
   end
 end

app/controllers/vehicles_controller.rb

@@ -1,124 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2022 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_action :require_user
-
-  def allowed_params
-    params.require(:vehicle).permit(:year, :make, :model, :customer_id, :notes, :vin)
-  end
-
-  # 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
-
-    # search for a vehicle by vin
-    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
-    @customer = Customer.find_by_id(params[:customer_id]) if params[:customer_id]
-  end
-
-  # create a new vehicle
-  def create
-    @vehicle = Vehicle.new(allowed_params)
-    if @vehicle.save
-      flash[:notice] = "New Vehicle Created"
-      redirect_to @vehicle
-    else
-      flash[:error] = @vehicle.errors.full_messages.to_sentence
-      redirect_to Vehicle.find_by_vin @vehicle.vin
-    end
-  end
-
-  # display a specific vehicle
-  def show
-    begin
-      @vehicle = Vehicle.find_by_id(params[:id])
-      @vin = @vehicle.vin.scan(/.{1,9}/) if @vehicle.vin
-    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
-    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(allowed_params)
-        flash[:notice] = "Vehicle updated"
-        redirect_to @vehicle
-      else
-        redirect_to edit_vehicle_path
-      end
-      #show any errors anyways
-      flash[:error] = @vehicle.errors.full_messages.to_sentence unless @vehicle.errors.empty?
-    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
-
-  private
-
-  # 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|
-      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) 2017 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 +1,121 @@
+#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
+
+  # Perform billing of unbilled time entries for a given issue by creating corresponding TimeActivity records in QuickBooks Online, and then marking those entries as billed in Redmine. This job is typically triggered after an invoice is created or updated to ensure all relevant time is captured for billing.
+  def perform(issue_id)
+    issue = Issue.find(issue_id)
+
+    log "Starting billing for issue ##{issue.id}"
+
+    issue.with_lock do
+      unbilled_entries = issue.time_entries.where(billed: [false, nil]).lock
+
+      return if unbilled_entries.blank?
+
+      totals = aggregate_hours(unbilled_entries)
+      return if totals.blank?
+      log "Aggregated hours for billing: #{totals.inspect}"
+
+      qbo = Qbo.first
+      raise "No QBO configuration found" unless qbo
+
+      qbo.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 = Qbo.first
+    return 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

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2017 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:
 #
@@ -8,31 +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.
 
-require_dependency 'attachments_controller'
+class EmployeeSyncJob < ApplicationJob
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
 
-module AttachmentsControllerPatch
+  def perform(full_sync: false, id: nil)
+    qbo = Qbo.first
+    return unless qbo
 
-  def self.included(base) # :nodoc:
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for employee ##{id || 'all'}..."
-    base.extend(ClassMethods)
 
-    base.send(:include, InstanceMethods)
+    service = EmployeeSyncService.new(qbo: qbo)
 
-    # Same as typing in the class 
+    if id.present?
-    base.class_eval do
+      service.sync_by_id(id)
-      unloadable # Send unloadable so it will not be unloaded in development
+    else
-      
+      service.sync(full_sync: full_sync)
-      skip_before_action :read_authorize
     end
   end
 
-  module ClassMethods
+  private
-    
-  end
-  
-  module InstanceMethods
 
+  def log(msg)
+    Rails.logger.info "[EmployeeSyncJob] #{msg}"
   end
 end
-
-# Add module to AttachmentsController
-AttachmentsController.send(:include, AttachmentsControllerPatch)

app/jobs/estimate_sync_job.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2017 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:
 #
@@ -8,33 +8,30 @@
 #
 #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.
 
-require_dependency 'project'
+class EstimateSyncJob < ApplicationJob
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
 
-# Patches Redmine's Projects dynamically.  
+  def perform(full_sync: false, id: nil, doc_number: nil)
-# Adds a relationships
+    qbo = Qbo.first
-module ProjectPatch
+    return unless qbo
 
-  def self.included(base) # :nodoc:
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for estimate ##{id || doc_number || 'all'}..."
-  base.extend(ClassMethods)
 
-  base.send(:include, InstanceMethods)
+    service = EstimateSyncService.new(qbo: qbo)
 
-  # Same as typing in the class 
+    if id.present?
-  base.class_eval do
+      service.sync_by_id(id)
-    unloadable # Send unloadable so it will not be unloaded in development
+    elsif doc_number.present?
-    belongs_to :customer, primary_key: :id
+      service.sync_by_doc(doc_number)
-    belongs_to :vehicle, primary_key: :id
+    else
+      service.sync(full_sync: full_sync)
     end
   end
+
+  private
+
+  def log(msg)
+    Rails.logger.info "[EstimateSyncJob] #{msg}"
+  end
 end
-    
-module ClassMethods
-    
-end
-  
-module InstanceMethods
- 
-end
-  
-# Add module to Project
-Project.send(:include, ProjectPatch)

app/jobs/invoice_sync_job.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:
 #
@@ -8,12 +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.
 
-require File.expand_path('../../test_helper', __FILE__)
+class InvoiceSyncJob < ApplicationJob
+  queue_as :default
+  retry_on StandardError, wait: 5.minutes, attempts: 5
 
-class QboCustomersTest < ActiveSupport::TestCase
+  def perform(full_sync: false, id: nil)
+    qbo = Qbo.first
+    return unless qbo
 
-  # Replace this with your real tests.
+    log "Starting #{full_sync ? 'full' : 'incremental'} sync for invoice ##{id || 'all'}..."
-  def test_truth
+
-    assert true
+    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/webhook_process_job.rb

@@ -0,0 +1,67 @@
+#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
+
+  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) 2022 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:
 #
@@ -9,23 +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 :qbo_invoices
+  has_many :estimates
-  has_many :qbo_estimates
-  has_many :vehicles
  
-  #attr_accessible :name, :notes, :email, :primary_phone, :mobile_phone, :phone_number
   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
@@ -67,6 +71,12 @@ class Customer < ActiveRecord::Base
     update_phone_number
   end
 
+  # Customers are not bound by a project
+  # but we need to implement this method for the Redmine::Acts::Searchable interface
+  def project
+    nil
+  end
+
   # Convenience Method
   # returns the customer's mobile phone
   def mobile_phone
@@ -89,6 +99,13 @@ class Customer < ActiveRecord::Base
     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
@@ -133,72 +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)
-
-    # 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 or phone number with out special chars
   def self.search(search)
-    customers = where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
+    search = sanitize_sql_like(search)
-    return customers.order(:name)
+    where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%")
+  end
+
+  # Override the defult redmine seach method to rank results by id
+  def self.search_result_ranks_and_ids(tokens, user, project = nil, options = {})
+    return {} if tokens.blank?
+
+    scope = self.all
+
+    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)
+  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
-        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
+  
+  # returns a human readable string
+  def to_s
+    return "#{self[:name]} - #{phone_number.split(//).last(4).join unless phone_number.nil?}"
   end
 
   # Push the updates
   def save_with_push
     begin
-      @details = Qbo.get_base(:customer).update(@details)
+      qbo = Qbo.first
-      #raise "QBO Fault" if @details.fault?
+      @details = qbo.perform_authenticated_request do |access_token|
-      self.id = @details.id
+        service = Quickbooks::Service::Customer.new(
-    rescue Exception => e
+          company_id: qbo.realm_id,
-      errors.add(e.message)
+          access_token: access_token
+        )
+        service.update(@details)
       end
+
+      self.id = @details.id
+    rescue => e
+      errors.add(:base, e.message)
+      return false
+    end
+
     save_without_push
   end
 
@@ -211,7 +215,11 @@ class Customer < ActiveRecord::Base
   def pull
     begin
       raise Exception unless self.id
-      @details = Qbo.get_base(:customer).fetch_by_id(self.id)
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Customer.new(company_id: qbo.realm_id, access_token: access_token)
+        service.fetch_by_id(self.id)
+      end
     rescue Exception => e
       @details = Quickbooks::Model::Customer.new
     end

app/models/customer_token.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2017 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 +8,21 @@
 #
 #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 IssuesSaveHookListener < Redmine::Hook::ViewListener
+class Employee < ActiveRecord::Base
   
-  # Called Before Issue Saved
+  has_many :users
-  def controller_issues_edit_before_save(context={})
+  validates_presence_of :id, :name
-    issue = context[:issue]
+
-    issue.subject = issue.subject.titleize
+  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
 
-  # Called After Issue Saved
+  # Sync a single employee by ID, typically triggered by a webhook notification or manual sync request
-  def controller_issues_edit_after_save(context={})
+  def self.sync_by_id(id)
-    issue = context[:issue]
+    EmployeeSyncJob.perform_later(id: id)
-    issue.bill_time if issue.status.is_closed?
   end
   
 end

app/models/estimate.rb

@@ -0,0 +1,88 @@
+#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
+
+  # download the pdf from quickbooks
+  def pdf
+    log "Downloading PDF for estimate ##{self.id}..."
+    qbo = Qbo.first
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+      estimate = service.fetch_by_id(id)
+      service.pdf(estimate)
+    end
+  end
+
+  # Magic Method
+  # Maps Get/Set methods to QBO estimate object
+  def method_missing(sym, *arguments)
+    # Check to see if the method exists
+    if Quickbooks::Model::Estimate.method_defined?(sym)
+      # download details if required
+      pull unless @details
+      method_name = sym.to_s
+      # Setter
+      if method_name[-1, 1] == "="
+        @details.method(method_name).call(arguments[0])
+      # Getter
+      else
+        return @details.method(method_name).call 
+      end
+    end
+  end
+
+  private
+  
+  # pull the details
+  def pull
+    log "Pulling details for estimate ##{self.id}..."
+    begin
+      raise Exception unless self.id
+      qbo = Qbo.first
+      @details = qbo.perform_authenticated_request do |access_token|
+        service = Quickbooks::Service::Estimate.new(company_id: qbo.realm_id, access_token: access_token)
+        service(:estimate).fetch_by_id(self.id)
+      end
+    rescue Exception => e
+      @details = Quickbooks::Model::Estimate.new
+    end
+  end
+
+  def log(msg)
+    Rails.logger.info "[Estimate] #{msg}"
+  end
+  
+end

app/models/invoice.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2020 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).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) 2020 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:
 #
@@ -9,92 +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 Qbo < ActiveRecord::Base
-  unloadable
-  #validates_presence_of :qb_token, :qb_secret, :company_id, :token_expires_at, :reconnect_token_at
-  validates_presence_of :token, :company_id, :expire
-  serialize :token
     
-  OAUTH_CONSUMER_KEY = Setting.plugin_redmine_qbo['settingsOAuthConsumerKey']
+  include QuickbooksOauth
-  OAUTH_CONSUMER_SECRET = Setting.plugin_redmine_qbo['settingsOAuthConsumerSecret']
+  include Redmine::I18n
-  
-  #
-  # Getter for quickbooks OAuth2 client
-  #
-  def self.get_client
-    oauth_params = {
-     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"
-    }
-    return OAuth2::Client.new(OAUTH_CONSUMER_KEY, OAUTH_CONSUMER_SECRET, oauth_params)
-  end
-  
-
-  #
-  # Getter for oauth consumer
-  #
-  def self.get_oauth_consumer
-    # Quickbooks Config Info
-    return $qb_oauth_consumer
-  end
-
-  # 
-  # Get a quickbooks base service object for type
-  # @params type of base
-  #
-  def self.get_base(type)
-    # lets getnourbold access token from the database
-    oauth2_client = get_client
-    qbo = self.first
-    access_token = OAuth2::AccessToken.from_hash(oauth2_client, qbo.token)
-
-    # check to see if we need to refresh the acesstoken
-    if qbo.expire.to_time.utc.past?
-      puts "Updating access token"
-      new_access_token_object = access_token.refresh!
-      qbo.token = new_access_token_object.to_hash
-      qbo.expire = 1.hour.from_now.utc
-      qbo.save!
-      access_token = new_access_token_object
-    else
-      puts "Using current token"
-    end
-    
-    # build the reqiested service
-    case type
-      when :item
-        return Quickbooks::Service::Item.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :time_activity
-       return Quickbooks::Service::TimeActivity.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :customer
-        return Quickbooks::Service::Customer.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :invoice
-        return Quickbooks::Service::Invoice.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :estimate
-        return Quickbooks::Service::Estimate.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :account
-        return Quickbooks::Service::Account.new(:company_id => qbo.company_id, :access_token => access_token)
-      when :employee
-        return Quickbooks::Service:: Employee.new(:company_id => qbo.company_id, :access_token => access_token)
-    else
-      return access_token
-    end
-   
-  end
-   
-   # Get the QBO account
-  def self.get_account
-    first
-  end
   
   # Updates last sync time stamp
   def self.update_time_stamp
+    date = DateTime.now
+    log "Updating QBO timestamp to #{date}"
     qbo = Qbo.first
-    qbo.last_sync = DateTime.now
+    qbo.last_sync = date
     qbo.save
   end
   
   def self.last_sync
     format_time(Qbo.first.last_sync)
   end
+
+  private
+
+  def self.log(msg)
+    logger.info "[QBO] #{msg}"
+  end
+
 end

app/models/qbo_estimate.rb

@@ -1,66 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2022 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_and_belongs_to_many :issues
-  belongs_to :customer 
-  #attr_accessible :doc_number, :id
-  validates_presence_of :doc_number, :id
-  self.primary_key = :id
-  
-  # return the QBO Estimate service
-  def self.get_base
-    Qbo.get_base(:estimate)
-  end
-  
-  # sync all estimates
-  def self.sync 
-    estimates = get_base.all
-    estimates.each { |estimate|
-      process_estimate(estimate)
-    }
-
-    #remove deleted estimates
-    where.not(estimates.map(&:id)).destroy_all
-  end
-  
-  # sync only one estimate
-  def self.sync_by_id(id)
-    process_estimate(get_base.fetch_by_id(id))
-  end
-  
-  # update an estimate
-  def self.update(id)
-    # Update the item table
-    estimate = get_base.fetch_by_id(id)
-    qbo_estimate = find_or_create_by(id: id)
-    qbo_estimate.doc_number = estimate.doc_number
-    qbo_estimate.save!
-  end
-  
-  # process an estimate into the database
-  def self.process_estimate(estimate)
-    qbo_estimate = find_or_create_by(id: estimate.id)
-    qbo_estimate.doc_number = estimate.doc_number
-    qbo_estimate.customer_id = estimate.customer_ref.value
-    qbo_estimate.id = estimate.id
-    qbo_estimate.save!
-  end
-
-  # download the pdf from quickbooks
-  def pdf
-    base = QboEstimate.get_base
-    estimate = base.fetch_by_id(id)
-    return base.pdf(estimate)
-  end
-  
-end

app/models/qbo_invoice.rb

@@ -1,168 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2022 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
-  belongs_to :customer 
-  #attr_accessible :doc_number, :id
-  validates_presence_of :doc_number, :id
-  self.primary_key = :id
-  
-  def self.get_base
-    Qbo.get_base(:invoice)
-  end
-  
-  # sync ALL the invoices
-  def self.sync
-    logger.debug "Syncing all invoices"
-    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)
-    logger.debug "Syncing invoice #{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
-    
-    logger.debug "Attaching invoice #{invoice.id} to issue #{issue.id}"
-
-    # Load the invoice into the database
-    qbo_invoice = QboInvoice.find_or_create_by(id: invoice.id)
-    qbo_invoice.doc_number = invoice.doc_number 
-    qbo_invoice.id = invoice.id
-    qbo_invoice.customer_id = invoice.customer_ref
-    qbo_invoice.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)
-    logger.debug "Processing 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
-            logger.debug "VIN has changed"
-            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
-            # Use the max milage
-            elsif  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
-            else
-              # Everything else
-              cf.string_value = value.value.to_s
-              is_changed = true
-            end
-          end
-        end
-      rescue
-        # Nothing to do here, there is no match
-      end
-    }
-    
-    # TODO Add some hooks here
-
-    # Push updates
-    #invoice.sync_token += 1 if is_changed
-    begin
-      logger.debug "Trying to update invoice"
-      get_base.update(invoice) if is_changed
-    rescue
-      # Do nothing, probaly too many vehicles on the invoice. This is a problem with how it's billed
-      # TODO Add notes in memo area
-      logger.error "Failed to update invoice"
-    end
-  end
-    
-end

app/models/qbo_item.rb

@@ -1,47 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2022 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 QboItem < ActiveRecord::Base
-  unloadable
-  has_many :issues
-  #attr_accessible :name
-  validates_presence_of :id, :name
-
-  self.primary_key = :id
-
-  def self.get_base
-    Qbo.get_base(:item)
-  end
-  
-  def self.sync 
-    last = Qbo.first.last_sync
-
-    query = "SELECT Id, Name FROM Item WHERE Type = 'Service' "
-    query << " AND  Metadata.LastUpdatedTime >= '#{last.iso8601}' " if last 
-   
-    if count == 0
-      items = get_base.all
-    else
-      items = get_base.query(query)
-    end
-
-    unless items.count = 0
-      items.find_by(:type, "Service").each { |i|
-        qbo_item = QboItem.find_or_create_by(id: i.id)
-        qbo_item.name = i.name
-        qbo_item.id = i.id
-        qbo_item.save
-      }
-    end
-      
-#    QboItem.where.not(items.map(&:id)).destroy_all
-  end
-  
-end

app/models/vehicle.rb

@@ -1,125 +0,0 @@
-#The MIT License (MIT)
-#
-#Copyright (c) 2022 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
-  
-  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
-  before_save :decode_vin
-  #after_find :get_details
-  
-  self.primary_key = :id
-  
-  # returns a human readable string
-  def to_s
-    if year.nil? or make.nil? or model.nil?
-      return "#{vin}"
-    else
-      split_vin = vin.scan(/.{1,9}/)
-      return "#{year} #{make} #{model} - #{split_vin[1]}"
-    end
-  end
-  
-  # returns the raw JSON details from EMUNDS
-  def details
-    get_details if @details.nil?
-    return @details
-  end
-  
-  # returns the style of the vehicle
-  def style
-    get_details if @details.nil?
-    begin
-      return @details.trim if @details
-    rescue
-      return nil
-    end
-  end
-  
-  # returns the drive of the vehicle i.e. 2 wheel, 4 wheel, ect.
-  def drive
-    #todo fix this
-    #return @details.drive_type if @details
-    return nil
-  end
-  
-  # returns the number of doors of the vehicle
-  def doors
-    get_details if @details.nil?
-    return @details.doors if @details
-  end
-  
-  # Force Upper Case for make 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 model 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)
-    #strip VIN of all illegal chars (for barcode scanner)
-    val = val.to_s.upcase.gsub(/[^A-HJ-NPR-Za-hj-npr-z\d]+/,"")
-    write_attribute(:vin, val)
-  end
-  
-  # search for a vin
-  def self.search(search)
-    where("vin LIKE ?", "%#{search}%")
-  end
-	
-  # decodes a vin and updates self
-  def decode_vin
-    get_details
-    if @details
-      begin
-        self.year = @details.year unless @details.year.nil?
-	self.make = @details.make unless @details.make.nil?
-	self.model = @details.model unless @details.model.nil?
-      rescue Exception => e
-        errors.add(:vin, e.message)
-      end
-    end
-    self.name = to_s
-  end
-  
-private
-  
-  # init method to pull JSON details from Edmunds
-  def get_details
-    if self.vin?
-      #validate the vin before calling a remote server
-      validation = NhtsaVin.validate(self.vin)
-      begin
-	#if the vin validation failed, raise an exception and exit
-	raise RuntimeError, validation.error unless validation.valid?
-	# query NHTSA for details on the vin
-        query = NhtsaVin.get(self.vin)
-        raise RuntimeError, query.error unless query.valid?
-        @details = query.response
-      rescue Exception => e
-        errors.add(:vin, e.message)
-      end
-    end
-  end
-  
-end

app/services/customer_sync_service.rb

@@ -0,0 +1,95 @@
+#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 CustomerSyncService
+  PAGE_SIZE = 1000
+
+  def initialize(qbo:)
+    @qbo = qbo
+  end
+
+  # Sync all customers, or only those updated since the last sync
+  def sync(full_sync: false)
+    log "Starting #{full_sync ? 'full' : 'incremental'} customer sync"
+
+    @qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Customer.new(company_id: @qbo.realm_id, access_token: access_token)
+
+      page = 1
+      loop do
+        collection = fetch_page(service, page, full_sync)
+        entries = Array(collection&.entries)
+        break if entries.empty?
+
+        entries.each { |remote| persist(remote) }
+
+        break if entries.size < PAGE_SIZE
+        page += 1
+      end
+    end
+
+    log "Customer sync complete"
+  end
+
+  # Sync a single customer by its QBO ID, used for webhook updates
+  def sync_by_id(id)
+    @qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Customer.new(company_id: @qbo.realm_id, access_token: access_token)
+      remote = service.fetch_by_id(id)
+      persist(remote)
+    end
+  end
+
+  private
+
+  # Fetch a page of customers, either all or only those updated since the last sync
+  def fetch_page(service, page, full_sync)
+    start_position = (page - 1) * PAGE_SIZE + 1
+
+    if full_sync
+      service.query("SELECT * FROM Customer STARTPOSITION #{start_position} MAXRESULTS #{PAGE_SIZE}")
+    else
+      last_update = Customer.maximum(:updated_at) || 1.year.ago
+      service.query(<<~SQL.squish)
+        SELECT * FROM Customer
+        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
+        STARTPOSITION #{start_position}
+        MAXRESULTS #{PAGE_SIZE}
+      SQL
+    end
+  end
+
+  # Create or update a local Customer record based on the QBO remote data
+  def persist(remote)
+    local = Customer.find_or_initialize_by(id: remote.id)
+
+    if remote.active?
+      local.name = remote.display_name
+      local.phone_number = remote.primary_phone&.free_form_number&.gsub(/\D/, '')
+      local.mobile_phone_number = remote.mobile_phone&.free_form_number&.gsub(/\D/, '')
+
+      if local.changed?
+        local.save
+        log "Updated customer #{remote.id}"
+      end
+    else
+      if local.persisted?
+        local.destroy
+        log "Deleted customer #{remote.id}"
+      end
+    end
+  rescue => e
+    log "Failed to sync customer #{remote.id}: #{e.message}"
+  end
+
+  def log(msg)
+    Rails.logger.info "[CustomerSyncService] #{msg}"
+  end
+end

app/services/employee_sync_service.rb

@@ -0,0 +1,93 @@
+#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
+  PAGE_SIZE = 1000
+
+  def initialize(qbo:)
+    @qbo = qbo
+  end
+
+  # Sync all employees, or only those updated since the last sync
+  def sync(full_sync: false)
+    log "Starting #{full_sync ? 'full' : 'incremental'} employee sync"
+
+    @qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Employee.new(company_id: @qbo.realm_id, access_token: access_token)
+
+      page = 1
+      loop do
+        collection = fetch_page(service, page, full_sync)
+        entries = Array(collection&.entries)
+        break if entries.empty?
+
+        entries.each { |remote| persist(remote) }
+
+        break if entries.size < PAGE_SIZE
+        page += 1
+      end
+    end
+
+    log "Employee sync complete"
+  end
+
+  # Sync a single employee by its QBO ID, used for webhook updates
+  def sync_by_id(id)
+    @qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Employee.new(company_id: @qbo.realm_id, access_token: access_token)
+      remote = service.fetch_by_id(id)
+      persist(remote)
+    end
+  end
+
+  private
+
+  # Fetch a page of employees, either all or only those updated since the last sync
+  def fetch_page(service, page, full_sync)
+    start_position = (page - 1) * PAGE_SIZE + 1
+
+    if full_sync
+      service.query("SELECT * FROM Employee STARTPOSITION #{start_position} MAXRESULTS #{PAGE_SIZE}")
+    else
+      last_update = Employee.maximum(:updated_at) || 1.year.ago
+      service.query(<<~SQL.squish)
+        SELECT * FROM Employee
+        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
+        STARTPOSITION #{start_position}
+        MAXRESULTS #{PAGE_SIZE}
+      SQL
+    end
+  end
+
+  # Create or update a local Employee record based on the QBO remote data
+  def persist(remote)
+    local = Employee.find_or_initialize_by(id: remote.id)
+
+    if remote.active?
+      local.name = remote.display_name
+
+      if local.changed?
+        local.save
+        log "Updated employee #{remote.id}"
+      end
+    else
+      if local.persisted?
+        local.destroy
+        log "Deleted employee #{remote.id}"
+      end
+    end
+  rescue => e
+    log "Failed to sync employee #{remote.id}: #{e.message}"
+  end
+
+  def log(msg)
+    Rails.logger.info "[EmployeeSyncService] #{msg}"
+  end
+end

app/services/estimate_sync_service.rb

@@ -0,0 +1,102 @@
+#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 EstimateSyncService
+  PAGE_SIZE = 1000
+
+  def initialize(qbo:)
+    @qbo = qbo
+  end
+
+  # Sync all estimates, or only those updated since the last sync
+  def sync(full_sync: false)
+    log "Starting #{full_sync ? 'full' : 'incremental'} estimate sync"
+
+    @qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: @qbo.realm_id, access_token: access_token)
+
+      page = 1
+      loop do
+        collection = fetch_page(service, page, full_sync)
+        entries = Array(collection&.entries)
+        break if entries.empty?
+
+        entries.each { |remote| persist(remote) }
+
+        break if entries.size < PAGE_SIZE
+        page += 1
+      end
+    end
+
+    log "Estimate sync complete"
+  end
+
+  # Sync a single estimate by its QBO ID, used for webhook updates
+  def sync_by_doc(doc_number)
+    log "Syncing estimate by doc_number: #{doc_number}"
+    @qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: @qbo.realm_id, access_token: access_token)
+      remote = service.find_by( :doc_number, doc_number).first
+      log "Found estimate with ID #{remote.id} for doc_number #{doc_number}" if remote
+      persist(remote)
+    end
+  end
+
+  # Sync a single estimate by its QBO ID, used for webhook updates
+  def sync_by_id(id)
+    log "Syncing estimate by ID: #{id}"
+    @qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Estimate.new(company_id: @qbo.realm_id, access_token: access_token)
+      remote = service.fetch_by_id(id)
+      persist(remote)
+    end
+  end
+
+  private
+
+  # Fetch a page of estimates, either all or only those updated since the last sync
+  def fetch_page(service, page, full_sync)
+    log "Fetching page #{page} of estimates (full_sync: #{full_sync})"
+    start_position = (page - 1) * PAGE_SIZE + 1
+
+    if full_sync
+      service.query("SELECT * FROM Estimate STARTPOSITION #{start_position} MAXRESULTS #{PAGE_SIZE}")
+    else
+      last_update = Estimate.maximum(:updated_at) || 1.year.ago
+      service.query(<<~SQL.squish)
+        SELECT * FROM Estimate
+        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
+        STARTPOSITION #{start_position}
+        MAXRESULTS #{PAGE_SIZE}
+      SQL
+    end
+  end
+
+  # Create or update a local Estimate record based on the QBO remote data
+  def persist(remote)
+    log "Persisting estimate #{remote.id}"
+    local = Estimate.find_or_initialize_by(id: remote.id)
+
+    local.doc_number = remote.doc_number
+    local.txn_date = remote.txn_date
+    local.customer = Customer.find_by(id: remote.customer_ref&.value)
+    
+    if local.changed?
+      local.save
+      log "Updated estimate #{remote.id}"
+    end
+  rescue => e
+    log "Failed to sync estimate #{remote.id}: #{e.message}"
+  end
+
+  def log(msg)
+    Rails.logger.info "[EstimateSyncService] #{msg}"
+  end
+end

app/services/invoice_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_push_service.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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 +8,40 @@
 #
 #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 QboEmployee < ActiveRecord::Base
+class InvoicePushService
-  unloadable
-  has_many :users
-  #attr_accessible :name
-  validates_presence_of :id, :name
   
-  def self.get_base
+  def initialize(invoice)
-    Qbo.get_base(:employee)
+    @invoice = invoice
   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
-    employees = get_base.all
+  def push
+    return if @invoice.qbo_sync_locked?
 
-    transaction do
+    log "Pushing invoice ##{@invoice.id} to QBO due to linked issue custom field changes"
-      # Update the item table
+
-      employees.each { |employee|
+    @invoice.update_column(:qbo_sync_locked, true)
-        qbo_employee = 	find_or_create_by(id: employee.id)
+
-        qbo_employee.name = employee.display_name
+    qbo = Qbo.first
-        qbo_employee.id = employee.id
+
-        qbo_employee.save!
+    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
+    Rails.logger.error "[InvoicePushService] #{e.message}"
+  ensure
+    @invoice.update_column(:qbo_sync_locked, false)
   end
 
-  def self.sync_by_id(id)
+  private
-    employee = get_base.fetch_by_id(id)
+
-    qbo_employee = find_or_create_by(id: employee.id)
+  def log(msg)
-    qbo_employee.name = employee.display_name
+    Rails.logger.info "[InvoicePushService] #{msg}"
-    qbo_employee.id = employee.id
-    qbo_employee.save!
   end
 end

app/services/invoice_sync_service.rb

@@ -0,0 +1,95 @@
+#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 InvoiceSyncService
+  PAGE_SIZE = 1000
+
+  def initialize(qbo:)
+    @qbo = qbo
+  end
+
+  # Sync all invoices, or only those updated since the last sync
+  def sync(full_sync: false)
+    log "Starting #{full_sync ? 'full' : 'incremental'} invoice sync"
+
+    @qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Invoice.new(company_id: @qbo.realm_id, access_token: access_token)
+
+      page = 1
+      loop do
+        collection = fetch_page(service, page, full_sync)
+        entries = Array(collection&.entries)
+        break if entries.empty?
+
+        entries.each { |remote| persist(remote) }
+
+        break if entries.size < PAGE_SIZE
+        page += 1
+      end
+    end
+
+    log "Invoice sync complete"
+  end
+
+  # Sync a single invoice by its QBO ID, used for webhook updates
+  def sync_by_id(id)
+    @qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Invoice.new(company_id: @qbo.realm_id, access_token: access_token)
+      remote = service.fetch_by_id(id)
+      persist(remote)
+    end
+  end
+
+  private
+
+  # Fetch a page of invoices, either all or only those updated since the last sync
+  def fetch_page(service, page, full_sync)
+    start_position = (page - 1) * PAGE_SIZE + 1
+
+    if full_sync
+      service.query("SELECT * FROM Invoice STARTPOSITION #{start_position} MAXRESULTS #{PAGE_SIZE}")
+    else
+      last_update = Invoice.maximum(:qbo_updated_at) || 1.year.ago
+      service.query(<<~SQL.squish)
+        SELECT * FROM Invoice
+        WHERE MetaData.LastUpdatedTime > '#{last_update.utc.iso8601}'
+        STARTPOSITION #{start_position}
+        MAXRESULTS #{PAGE_SIZE}
+      SQL
+    end
+  end
+
+  # Create or update a local Invoice record based on the QBO remote data
+  def persist(remote)
+    local = Invoice.find_or_initialize_by(id: remote.id)
+
+    local.doc_number      = remote.doc_number
+    local.txn_date        = remote.txn_date
+    local.due_date        = remote.due_date
+    local.total_amount    = remote.total
+    local.balance         = remote.balance
+    local.qbo_updated_at  = remote.meta_data&.last_updated_time
+
+    local.customer = Customer.find_by(id: remote.customer_ref&.value)
+
+    if local.changed?
+      local.save
+      log "Updated invoice #{remote.doc_number} (#{remote.id})"
+    end
+
+    InvoiceAttachmentService.new(local, remote).attach
+    rescue => e
+    log "Failed to sync invoice #{remote.doc_number} (#{remote.id}): #{e.message}"
+  end
+
+  def log(msg)
+    Rails.logger.info "[InvoiceSyncService] #{msg}"
+  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

@@ -1,5 +1,11 @@
 <table>
   <tbody>
+
+    <tr>
+      <th><%=t(:label_name)%></th>
+      <td><%= customer.name %></td>
+    </tr>
+
     <tr>
       <th><%=t(:label_email)%></th>
       <td><%= customer.email %></td>
@@ -17,17 +23,12 @@
     
      <tr>
         <th><%=t(:label_billing_address)%></th>
-        <td><%= customer.billing_address %></td>
+        <td><%= @billing_address %></td>
     </tr>
     
      <tr>
         <th><%=t(:label_shipping_address)%></th>
-        <td><%= customer.shipping_address %></td>
+        <td><%= @shipping_address %></td>
-    </tr>
-    
-    <tr>
-        <th><%=t(:issues)%></th>
-        <td><%= customer.issues.count %></td>
     </tr>
     
     <tr>
@@ -36,19 +37,24 @@
     </tr>
     
     <tr>
-        <th><%=t(:label_balance_with_jobs)%></th>
+      <th colspan="2"><h4><%=t(:field_notes)%></hr></th>
-        <td>$<%= customer.balance_with_jobs %></td>
     </tr>
 
     <tr>
-      <th><%=t(:field_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 t(:label_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

@@ -7,28 +7,28 @@
         <div class="clearfix">
           <%=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">
           <%=t(:label_primary_phone)%>
           <div class="input">
-            <%= f.telephone_field :primary_phone %>
+            <%= f.telephone_field :primary_phone, autocomplete: "off" %>
           </div>
         </div>
         
        <div class="clearfix">
           <%=t(:label_mobile_phone)%>:
           <div class="input">
-            <%= f.telephone_field :mobile_phone %>
+            <%= f.telephone_field :mobile_phone, autocomplete: "off" %>
           </div>
         </div>
         
         <div class="clearfix">
           <%=t(:label_email)%>:
           <div class="input">
-            <%= f.email_field :email %>
+            <%= f.email_field :email, autocomplete: "off" %>
           </div>
         </div>
         
@@ -36,17 +36,16 @@
           <%=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

@@ -1,6 +1,5 @@
-<%= form_tag(customers_path, :method => "get", id: "search-form") do %>
+<%= form_tag(customers_path, method: "get", id: "customer-search-form") do %>
-<%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers) %>
+    <%= text_field_tag :search, params[:search], placeholder: t(:label_search_customers), autocomplete: "off" %>
-<%= submit_tag t(:label_search) %>
+    <%= submit_tag t(:label_search) %>
 <% end %>
 <%= button_to t(:label_new_customer), new_customer_path, method: :get%>
-<%= button_to t(:label_sync), qbo_sync_path, method: :get%>

app/views/customers/_sidebar.html.erb

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

app/views/customers/edit.html.erb

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

app/views/customers/filter_estimates_by_customer.js.erb

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

app/views/customers/index.html.erb

@@ -1,4 +1,4 @@
-<h2><%=t(:field_customers)%> <span style="float:right"> <%= render :partial => 'customers/search' %> </span> </h2>
+<h2><%=t(:field_customers)%> <span style="float:right"> <%= render partial: 'customers/search' %> </span> </h2>
 <% if @customers.present? %>
   <br/>
   <% @customers.each do |c| %>
@@ -20,5 +20,5 @@
 <% end %>
 
 <div>
-  <%= render :partial => 'qbo/stats' %>
+  <%= render partial: 'qbo/stats' %>
 </div>

app/views/customers/new.html.erb

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

app/views/customers/show.html.erb

@@ -1,28 +1,53 @@
-<h2><%=t(:field_customer)%> #<%= @customer.id %> - <%= @customer.name %> </h2>
+<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>
-  <br/>
+  <div class="issue">
 
-  <div class="subject">
+    <div class="splitcontent">
-    <div><h3><%=t(:label_details)%>:</h3></div>
-  </div>
 
-  <div class="attributes">
+      <div class="splitcontentleft">
+
+        <h4><%=t(:label_details)%>:</h4>
+
+        <!-- Customer Info -->
 
         <div class="splitcontent">
           <div class="splitcontentleft">
-        <%= render :partial => 'customers/details', locals: {customer: @customer} %>
+            <h4><%=t(:field_customer)%>:</h4>
+            <%= render partial: 'customers/details', locals: {customer: @customer} %>
           </div>
+
           <div class="splitcontentleft">
-        <h4><%=t(:field_vehicles)%>:</h4>
+            <h4><%=t(:label_actions)%>:</h4>
-        <%= render :partial => 'vehicles/list' %>
+            <%= render partial: 'customers/actions', locals: {customer: @customer} %>
-        <%= button_to "New Vehicle", new_customer_vehicle_path(@customer), method: :get %>
           </div>
         </div>
 
-    <br/>
-    <h2><%=t(:label_open_issues)%>:</h2>
-    <%= render :partial => 'issues/list_simple', locals: {issues: @issues.open} %>
 
-    <h2><%=t(:label_closed_issues)%>:</h2>
+        <!-- QBO Info -->
-    <%= render :partial => 'issues/list_simple', locals: {issues: (@issues - @issues.open)} %>
+
+        <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">
+        <%= call_hook :show_customer_view_right, {customer: @customer} %>
+      </div>
+    </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

@@ -1,8 +1,10 @@
+<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) %>
@@ -17,39 +19,39 @@
 
 <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_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

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

app/views/estimates/_sidebar.html.erb

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

@@ -9,9 +9,9 @@
     </tr></thead>
     <tbody>
     <% for issue in issues %>
-    <tr id="issue-<%= h(issue.id) %>" class="hascontextmenu <%= cycle('odd', 'even') %> <%= issue.css_classes %>">
+    <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) %>
+        <%= 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>

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">
-          <%=t(:field_customer)%>: 
-          <div class="input">
-            <%= f.collection_select :customer_id, @customers, :id, :name, include_blank: true, :selected => @customer, :required => true%>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          <%=t(:label_deposit_into)%>: 
-          <div class="input">
-            <%= f.collection_select :account_id, @accounts, :id, :name, include_blank: true, :selected => @account, :required => true%>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          <%=t(:label_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">
-          <%=t(:label_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><%=t(:label_new_payment)%></h1> 
-<br/>
-<%= render :partial => 'payments/form' %>

app/views/public/401.html.erb

@@ -1 +0,0 @@
-<%= flash.now[:error] = t(:label_401) %>

app/views/qbo/_footer.html.erb

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

app/views/qbo/_issues_show_details.html.erb

@@ -1,35 +0,0 @@
-<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="qbo_estimate_id attribute">
-      <div class="label"><span><%=t(:field_qbo_estimate)%></span>:</div>
-      <div class="value"><%= estimate_link %></div>
-    </div>
-         
-    <div class="qbo_invoice_id attribute">
-      <div class="label"><span><%=t(:field_qbo_invoice)%></span>:</div>
-      <div class="value"><%= invoice_link %></div>
-    </div>
-   </div>
-      
-  <div class="splitcontentleft">
-    <div class="vehicle attribute">
-      <div class="label"><span><%=t(:field_vehicle)%></span>:</div>
-      <div class="value"><%= vehicle %></div>
-    </div>
-       
-    <div class="vehicle_vin attribute">
-      <div class="label"><span><%=t(:field_vin)%></span>:</div>
-      <div class="value"><%=split_vin[0] if split_vin%><b><%=split_vin[1] if split_vin%></b></div>
-    </div>
-       
-    <div class="vehicle_notes attribute">
-      <div class="label"><span><%=t(:field_notes)%></span>:</div>
-      <div class="value"><%=notes%></div>
-    </div>
-  </div>
-</div>

app/views/qbo/_settings.html.erb

@@ -1,7 +1,7 @@
 <!--
 The MIT License (MIT)
 
-Copyright (c) 2020 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:
 
@@ -15,7 +15,7 @@ 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: '<%= Setting.host_name %>/qbo/authenticate'});
+  intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= qbo_authenticate_path %>'});
 </script>
 
 <table >
@@ -24,7 +24,10 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
     <tr>
       <th><%=t(:label_client_id)%></th>
       <td>
-        <input type="text" style="width:350px" id="settingsOAuthConsumerKey" 
+        <input 
+          type="text" 
+          style="width:350px" 
+          id="settingsOAuthConsumerKey" 
           value="<%= settings['settingsOAuthConsumerKey'] %>" 
           name="settings[settingsOAuthConsumerKey]" >
       </td>
@@ -33,7 +36,10 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
     <tr>
       <th><%=t(:label_client_secret)%></th>
       <td>
-        <input type="text" style="width:350px" id="settingsOAuthConsumerSecret"
+        <input 
+          type="text" 
+          style="width:350px" 
+          id="settingsOAuthConsumerSecret"
           value="<%= settings['settingsOAuthConsumerSecret'] %>"
           name="settings[settingsOAuthConsumerSecret]" >
       </td>
@@ -42,15 +48,30 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
     <tr>
       <th><%=t(:label_webhook_token)%></th>
       <td>
-        <input type="text" style="width:350px" id="settingsWebhookToken"
+        <input 
+          type="text" 
+          style="width:350px" 
+          id="settingsWebhookToken"
           value="<%= settings['settingsWebhookToken'] %>"
           name="settings[settingsWebhookToken]" >
       </td>
     </tr>
 
+    <tr>
+      <th><%=t(:label_sandbox)%></th>
+      <td>
+        <%= check_box_tag 'settings[sandbox]', @settings[:sandbox], @settings[:sandbox] %>
+      </td>
+    </tr>
+
      <tr>
         <th><%=t(:label_oauth_expires)%></th>
-       <td><%= if Qbo.exists? then Qbo.first.expire end %>
+        <td><%= if Qbo.exists? then Qbo.first.oauth2_access_token_expires_at end %>
+      </tr>
+      
+      <tr>
+        <th><%=t(:label_oauth2_refresh_token_expires_at)%></th>
+        <td><%= if Qbo.exists? then Qbo.first.oauth2_refresh_token_expires_at end %>
      </tr>
 
   </tbody>
@@ -72,23 +93,19 @@ intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '<%= Settin
     </div>
       
     <div>
-        <b><%=t(:label_item_count)%>:</b> <%= QboItem.count %>
+        <b><%=t(:label_employee_count)%>:</b> <%= Employee.count %>
     </div>
     
     <div>
-        <b><%=t(:label_employee_count)%>:</b> <%= QboEmployee.count %>
+        <b><%=t(:label_invoice_count)%>:</b> <%= Invoice.count %>
     </div>
     
     <div>
-        <b><%=t(:label_invoice_count)%>:</b> <%= QboInvoice.count %>
+        <b><%=t(:label_estimate_count)%>:</b> <%= Estimate.count %>
-    </div>
-    
-    <div>
-        <b><%=t(:label_estimate_count)%>:</b> <%= QboEstimate.count %>
     </div>
       
     <br/>
     
     <div>
-        <b><%=t(:label_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

@@ -1,2 +1,6 @@
-<%= render :partial => 'customers/sidebar' %>
+<% if User.current.logged? %>
-<%= render :partial => 'estimates/sidebar' %>
+
+    <%= render partial: 'customers/sidebar' %>
+    <%= render partial: 'estimates/sidebar' %>
+
+<% end %>

app/views/qbo/_stats.html.erb

@@ -1 +1 @@
-<%= Customer.count %> <%=t(:field_customers)%> - <%= render :partial => 'qbo/last_sync' %>
+<%= 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><%=t(:label_redmine_qbo)%></h1>
-    
-    <div>
-        <b><%=t(:label_customer_count)%>:</b> <%= @customer_count.to_s%>
-    </div>
-      
-    <div>
-        <b><%=t(:label_item_count)%>:</b> <%= @qbo_item_count.to_s %>
-    </div>
-      
-    <div>
-        <b><%=t(:label_employee_count)%>:</b> <%= @qbo_employee_count.to_s %>
-    </div>
-    
-    <div>
-        <b><%=t(:label_invoice_count)%>:</b> <%= @qbo_invoice_count.to_s %>
-    </div>
-    
-    <div>
-        <b><%=t(:label_estimate_count)%>:</b> <%= @qbo_estimate_count.to_s %>
-    </div>
-      
-    <br/>
-    
-    <div>
-        <b><%=t(:label_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

@@ -1,36 +0,0 @@
-<table>
-  <tbody>
-  
-    <tr>
-      <th><%= t(:field_customer)%></th>
-      <td><%= link_to vehicle.customer.name, customer_path(vehicle.customer) %></td>
-    </tr>
-  
-    <tr>
-      <th><%= t(:field_vehicle) %></th>
-      <td><%= vehicle.to_s %></td>
-    </tr>
-    
-    <tr>
-      <th><%= t(:field_vin) %></th>
-      <td><%= @vin[0] if @vin %><b><%=@vin[1] if @vin%></b></td>
-    </tr>
-    
-    <tr>
-      <th><%= t(:field_notes) %></th>
-      <td><%= vehicle.notes %></td>
-    </tr>
-    
-    <tr>
-        <th> <%= t(:issues) %> </th>
-        <td><%= vehicle.issues.count %></td>
-    </tr>
-    
-    <tr>
-      <td>
-        <%= button_to t(:label_edit), edit_vehicle_path(vehicle), method: :get%> 
-        <%= button_to t(:label_delete), vehicle, method: :delete, data: {confirm: t(:warn_ru_sure)} %> 
-      </td>
-    </tr>
-  </tbody>
-</table>

app/views/vehicles/_form.html.erb

@@ -1,56 +0,0 @@
-<div class="row">
-  <div class="span6 columns">
-    <fieldset>
-
-      <%= form_for @vehicle do |f| %> 
-        <div class="clearfix">
-		      <%=t(:field_customer)%>:
-	        <div class="input">
-            <%= f.autocomplete_field :customer, autocomplete_customer_name_customers_path, :value => @customer.name, :update_elements => {:id => '#customer_id', :value => '#issue_customer'}, :required => true %>
-            <%= f.hidden_field :customer_id, :id => "customer_id", :value => @customer.id %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          <%=t(:label_year)%>: 
-          <div class="input">
-            <%= f.number_field :year %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          <%=t(:label_make)%>:
-          <div class="input">
-            <%= f.text_field :make %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          <%=t(:label_model)%>:
-          <div class="input">
-            <%= f.text_field :model %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          <%=t(:field_vin)%>:
-          <div class="input">
-            <%= f.text_field :vin , :autofocus => true %>
-          </div>
-        </div>
-        
-        <div class="clearfix">
-          <%=t(:field_notes)%>: 
-          <div class="input">
-            <%= f.text_area :notes, :cols => 60, :rows => 10, :no_label => true %>
-          </div>
-        </div>
-        
-       <div class="actions">
-        <%= f.submit %>
-       </div>
-      <% end %>
-
-    </fieldset>
-  </div>
-</div>

app/views/vehicles/_list.html.erb

@@ -1,28 +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>
-
-<p><%=t(:label_matching)%> <%=@vehicles.count%> <%=t(:field_vehicles) %> </p>
-
-<% else %>
-  <p><%=t(:label_no_vehicles)%> <%= params[:search] %>.</p>
-<% end %>

app/views/vehicles/_search.html.erb

@@ -1,4 +0,0 @@
-<%= form_tag(vehicles_path, :method => "get", id: "search-form") do %>
-  <%= text_field_tag :search, params[:search], placeholder: t(:label_seach_vin) %>
-  <%= submit_tag t(:label_search) %>
-<% 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><%=t(:label_edit_customer_vehicle)%></h1> 
-<br/> 
-<%= render :partial => 'vehicles/form' %>

app/views/vehicles/index.html.erb

@@ -1,4 +0,0 @@
-<h2><%=t(:label_cusomer_vehicles)%> <span style="float:right"> <%= render :partial => 'vehicles/search' %> </span> </h2> 
-<br/> 
-
-<%= render :partial => 'vehicles/list' %>

app/views/vehicles/new.html.erb

@@ -1,3 +0,0 @@
-<h2><%=t(:label_new_vehicle)%></h2> 
-<br/> 
-<%= render :partial => 'vehicles/form' %>

app/views/vehicles/show.html.erb

@@ -1,14 +0,0 @@
-<h2><%=t(:field_vehicle)%> #<%=@vehicle.id%> <span style="float:right"> <%= render :partial => 'customers/search' %> </span> </h2>
-<br/>
-
-<div style="text-align: left; width:90%;">
-  <%= render :partial => 'vehicles/details', locals: {vehicle: @vehicle} %>
-
-  <p> <b> <%=t(:label_open_issues)%> </b>  </p>
-
-  <%= render :partial => 'issues/list_simple', locals: {issues: @vehicle.issues.open} %>
-
-  <p> <b> <%=t(:label_closed_issues)%> </b> </p>
-
-  <%= render :partial => 'issues/list_simple', locals: {issues: (@vehicle.issues - @vehicle.issues.open)} %>
-</div>

assets/javascripts/application.js

@@ -1,23 +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() }
+}
-    });
 
-    $.ajax({
+function getSelectedDocs() {
-      url:  "/filter_estimates_by_customer",
+  const appointent_extras = document.querySelectorAll('.appointment');
-      type: "GET",
-      data: { selected_customer: $("input#issue_customer_id").val() }
-    });
-  });
 
-  $("input#project_customer_id").on("change", function() {
+  let output = '';
-    $.ajax({
+  for (const item of appointent_extras) {
-      url:  "/filter_vehicles_by_customer",
+    if (item.checked) {
-      type: "GET",
+      console.log(`Checked item: ${item.dataset.text} with URL: ${item.dataset.url}`);
-      data: { selected_customer: $("input#project_customer_id").val() }
+      output += `%0A`+ encodeURIComponent(`<a href="${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/locales/en.yml

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -9,68 +9,100 @@
 #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 t(:label)
+# 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: "Vehicles"
-  field_vehicle: "Vehicle"
-  field_vin: "VIN"
   field_notes: "Notes"
-  field_qbo_billed: "Billed"
-  label_week: "Week"
-  label_search_estimates: "Search Estimates"
-  label_search: "Search"
-  label_estimates: "Estimates"
-  label_401: "Not Authorized"
-  warn_ru_sure: "You sure?"
-  label_delete: "Delete"
-  label_edit: "Edit"
-  label_year: "Year"
-  label_make: " Make"
-  label_model: "Model"
-  label_no_vehicles: "There are no vehicles containing the term(s)"
-  label_no_customers: "There are no customers containing the term(s)"
-  label_matching: "Matching "
-  label_search_vin: "Search Vehicles by VIN"
-  label_edit_customer_vehicle: "Edit Customer Vehicle"
-  label_cusomer_vehicles: "Customer Vehicles"
-  label_new_vehicle: "New Customer Vehicle"
-  label_open_issues: "Open Issues"
-  label_closed_issues: "Closed Issues"
-  label_sync: "Sync"
-  label_new_customer: "New Customer"
-  label_search_customers: "Search Customers"
-  label_customers: "Customers"
-  label_edit_customer: "Edit Customer"
-  label_email: "Email"
-  label_primary_phone: "Primary Phone"
-  label_mobile_phone: "Mobile Phone"
-  label_billing_address: "Billing Address"
-  label_shipping_address: "Shipping Address"
   label_account_balance: "Account Balance"
-  label_balance_with_jobs: "Balance With Jobs"
+  label_actions: "Actions"
-  label_display_name: "Display Name"
-  label_details: "Details"
-  label_customer_link_expires: "This customer link expires in"
-  label_new_payment: "New Payment"
   label_amount: "Amount"
-  label_payment_method: "Payment Method"
+  label_appointment: "Add Appointment"
-  label_deposit_into: "Deposit to Account"
+  label_balance_with_jobs: "Balance With Jobs"
-  label_last_sync: "Last Sync"
+  label_bill_time: "Bill Time"
-  label_redmine_qbo: "Redmine Quickbooks"
+  label_billing_address: "Billing Address"
-  label_customer_count: "Customer Count"
+  label_billing_error: "Customer could not be billed. Check for Customer or Assignee and try again."
-  label_invoice_count: "Invoice Count"
+  label_billing_error_no_customer: "Cannot bill without an assigned customer."
-  label_estimate_count: "Estimate Count"
+  label_billing_error_no_employee: "Cannot bill without an assigned employee."
-  label_item_count: "Item Count"
+  label_billing_error_no_qbo: "Cannot bill without a QuickBooks connection. Please connect to QuickBooks and try again."
-  label_employee_count: "Employee Count"
+  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_webhook_token: "Intuit QBO Webhook Token"
+  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_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_oauth_note: "Note: You need to authenticate with QuickBooks after saving your key and secret above."
-  field_customers: "Customers"
+  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_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_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) 2017 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:
 #
@@ -8,45 +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/estimate/doc/:id', :to => 'estimate#doc', as: :estimate_doc
-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'
+
+# Estimate & Invoice PDF
+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_vehicles_by_customer' => 'customers#filter_vehicles_by_customer'
 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
 end
-
-#allow for just vehicles too
-resources :vehicles
-
-#resources :qbo_estimates

db/migrate/001_create_qbos.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/002_create_qbo_customers.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -11,7 +11,7 @@
 class CreateQboCustomers < ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_customers, id: false do |t|
-      t.integer :id, :options => 'PRIMARY KEY'
+      t.integer :id, options: 'PRIMARY KEY'
       t.string :name
     end
   end

db/migrate/003_update_issues.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/004_create_qbo_items.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -11,7 +11,7 @@
 class CreateQboItems < ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_items, id: false do |t|
-      t.integer :id, :options => 'PRIMARY KEY'
+      t.integer :id, options: 'PRIMARY KEY'
       t.string :name
     end
   end

db/migrate/005_create_qbo_employees.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -11,7 +11,7 @@
 class CreateQboEmployees < ActiveRecord::Migration[5.1]
   def change
     create_table :qbo_employees, id: false do |t|
-      t.integer :id, :options => 'PRIMARY KEY'
+      t.integer :id, options: 'PRIMARY KEY'
       t.string :name
     end
   end

db/migrate/006_update_users.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #

db/migrate/007_update_time_entries.rb

@@ -1,6 +1,6 @@
 #The MIT License (MIT)
 #
-#Copyright (c) 2022 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:
 #
@@ -10,6 +10,6 @@
 
 class UpdateTimeEntries < ActiveRecord::Migration[5.1]
   def change
-    add_column :time_entries, :qbo_billed, :boolean, :default => false
+    add_column :time_entries, :qbo_billed, :boolean, default: false
   end
 end