2026.9.1

README.md

@@ -64,26 +64,30 @@ Restart your application server (Puma, Passenger, etc.) to initialize the plugin
 
 ---
 
-## Configuration
-
-This plugin depends on the **Redmine QuickBooks Online** plugin.
-
-Before using this plugin:
-
-1.  Install and configure the parent plugin.
-    
-2.  Ensure your **QuickBooks Online** company file is connected.
-
-3.  Sync Accounts & Items via plugin settings
-
-4.  Set default income account for new items via plugin settings
-
----
-
 ## Usage
 
-Add appointments
+1. Managing Customer Appointments
+    * Viewing the Calendar: Navigate to the Customer Calendar tab within a project or via the top menu to view scheduled customer appointments.
+    * Adding Appointments: Click on available days on the calendar grid to schedule a new appointment (restricted by user permissions, working days, and configured holidays).
+    * Editing & Deleting: Existing appointments can be modified or removed directly from the calendar interface depending on user privileges.
+    * My Page Integration: Users can add the Upcoming Appointments block to their personal My Page dashboard to track their schedule at a glance.
 
+2. Holidays and Non-Working Days
+Administrators can manage the holiday calendar to prevent appointments from being scheduled on non-working days.
+    * Go to Administration -> Holidays (or the corresponding holidays menu item).
+    * Fixed Holidays: Set specific dates (e.g., December 25th) that recur annually or apply to a single year.
+    * Dynamic Holidays: Configure rules for floating holidays (e.g., the 1st Monday of September).
+    * Validation: The system automatically blocks appointment creation on standard weekends, non-working days, and defined holidays.
+
+3. Permissions & Global Access
+Appointment permissions are configured globally to apply system-wide:
+    1. Navigate to Administration -> Roles and permissions.
+    2.  Scroll to the global permissions section.
+    3.  Assign the following permissions as needed based on user roles (such as Non-member or custom staff roles):
+        * View customer appointments
+        * Add customer appointments
+        * Edit customer appointments
+        * Delete customer appointments
 
 ---
 

app/controllers/customer_appointments_controller.rb

@@ -12,7 +12,8 @@ class CustomerAppointmentsController < ApplicationController
   before_action :require_login
   before_action :find_project, except: [:index]
   before_action :find_appointment, only: [ :show, :edit, :update, :destroy ]
-  #before_action :authorize
+  # This tells Redmine to check global permissions for the current controller/action
+  before_action :authorize_global
 
   helper :projects
 
@@ -85,7 +86,7 @@ class CustomerAppointmentsController < ApplicationController
   def destroy
     @appointment.destroy
     flash[:notice] = l(:notice_successful_delete)
-    redirect_to project_customer_appointments_path( @project)
+    redirect_to issues_calendar_path
   end
 
   private
@@ -116,6 +117,8 @@ class CustomerAppointmentsController < ApplicationController
 
   def find_appointment
     @appointment = CustomerAppointment.find(params[:id])
+  rescue
+    render_404
   end
 
   def log(msg)

app/views/common/_calendar.html.erb

@@ -197,15 +197,17 @@
             </span>
 
             <!-- Center: New Appointment Action -->
+            <% if User.current.allowed_to?(:add_customer_appointments, nil, global: true) %>
               <span class="day-num-center" style="display: inline-flex; align-items: center; justify-self: center;">
-              <%# Only show ADD button if it's in the future, NOT a weekend, and NOT a custom holiday %>
-              <% if day >= User.current.today && !is_standard_weekend && !is_custom_holiday %>
+                <%# Only show ADD button if it's in the future, NOT a weekend, NOT a holiday, AND user has permission %>
+                <% if day >= User.current.today && !is_standard_weekend && !is_custom_holiday && User.current.allowed_to?(:add_customer_appointments, nil, global: true) %>
                   <%= link_to sprite_icon('add'),
                               new_customer_appointment_path(start_date: day),
                               class: 'icon-only icon-add',
                               title: l(:label_appointment_new, default: 'New Appointment') %>
                 <% end %>
               </span>
+            <% end %>
 
             <!-- Right: Total Hours -->
             <span class="day-num-right" style="display: inline-flex; align-items: center; justify-self: end;">

app/views/customer_appointments/_customer_actions.html.erb

@@ -1,4 +1,6 @@
-<p>
-<% customer = context[:customer] %>
-<%= link_to l(:label_add_appointment), new_customer_appointment_path(customer_id: customer.id), target: :_blank, id: :appointment_link %>
-</p>
+<% if User.current.allowed_to?(:add_customer_appointments, nil, global: true) %>
+  <p>
+  <% customer = context[:customer] %>
+  <%= link_to l(:label_add_appointment), new_customer_appointment_path(customer_id: customer.id), target: :_blank, id: :appointment_link %>
+  </p>
+<% end %>

app/views/customer_appointments/_tooltip.html.erb

@@ -92,6 +92,8 @@
 
 <hr>
 
-<p class="buttons">
+<% if User.current.allowed_to?(:edit_customer_appointments, nil, global: true) %>
+  <p class="buttons">
     <%= link_to l(:label_open_appointment), customer_appointment_path(appointment), class: "icon icon-edit" %>
-</p>
+  </p>
+<% end %>

app/views/customer_appointments/index.html.erb

@@ -5,9 +5,11 @@
     <i class="fa-regular fa-calendar-days"></i> <%= l(:button_calendar) %>
   <% end %>
 
+  <% if User.current.allowed_to?(:add_customer_appointments, nil, global: true) %>
     <%= link_to new_customer_appointment_path do %>
       <i class="fa-regular fa-pen-to-square"></i> <%= l(:button_add) %>
     <% end %>
+  <% end %>
 
 </div>
 

app/views/customer_appointments/show.html.erb

@@ -3,17 +3,23 @@
     <i class="fa-regular fa-calendar-days"></i> <%= l(:button_calendar) %>
   <% end %>
 
+  <% if User.current.allowed_to?(:add_customer_appointments, nil, global: true) %>
     <%= link_to new_issue_path(issue: { customer_id: @appointment.customer_id, vehicle_id: @appointment.vehicle_id, estimate_id: @appointment.estimate_id }), target: :_blank do %>
       <i class="fa-solid fa-plus"></i> <%= l(:label_new_issue) %>
     <% end %>
+  <% end %>
 
+  <% if User.current.allowed_to?(:edit_customer_appointments, nil, global: true) %>
     <%= link_to edit_customer_appointment_path(@appointment) do %>
       <i class="fa-solid fa-pen-to-square"></i> <%= l(:button_edit) %>
     <% end %>
+  <% end %>
 
+  <% if User.current.allowed_to?(:delete_customer_appointments, nil, global: true) %>
     <%= link_to customer_appointment_path(@appointment), method: :delete, data: { confirm: l(:text_are_you_sure) } do %>
       <i class="fa-solid fa-trash"></i> <%= l(:button_delete) %>
     <% end %>
+  <% end %>
 </div>
 
 <h2>
@@ -36,12 +42,13 @@
   </span>
 </h2>
 
-<%# Quick Status Action Buttons %>
-<% 
+<% if User.current.allowed_to?(:edit_customer_appointments, nil, global: true) %>
+  <%# Quick Status Action Buttons %>
+  <% 
     statuses = CustomerAppointment::STATUSES 
     current_status = @appointment.status.to_s.parameterize.underscore
-%>
-<div class="appointment-quick-actions">
+  %>
+  <div class="appointment-quick-actions">
     <span class="quick-action-label"><%= l(:label_change_status, default: 'Change Status:') %></span>
     <% statuses.reject { |s| s == current_status }.each do |status_key| %>
       <%= link_to status_key.humanize,
@@ -49,7 +56,8 @@
                   method: :patch,
                   class: "quick-status-btn status-#{status_key.parameterize}" %>
     <% end %>
-</div>
+  </div>
+<% end %>
 
 <div class="issue details">
   <div class="attributes">

config/locales/en.yml

@@ -34,6 +34,7 @@ en:
   field_vehicle: Vehicle
   label_add_appointment: Add Appointment
   label_appointment: Appointment
+  label_appointment_new: "New Appointment"
   label_appointments: Appointments
   label_customer_appointment: Customer Appointment
   label_customer_calendar: Customer Calendar
@@ -43,9 +44,11 @@ en:
   label_end_date: End Date
   label_estimated_hours: Estimated Time
   label_event: Event
+  label_hide_past_weeks: "Hide Past Weeks"
   label_holiday_edit: Edit Holiday
   label_holiday_new: New Holiday
   label_holiday_plural: Holidays
+  label_legend: "Legend"
   label_new_appointment: New Appointment
   label_of: "of"
   label_only_customer_appointments: Show Customer Appointments Only
@@ -65,6 +68,9 @@ en:
   label_week_4th: "4th"
   label_week_last: "Last"
   notice_unable_delete_holiday: "Unable to delete holiday"
+  permission_add_customer_appointments: "Add customer appointments"
+  permission_delete_customer_appointments: "Delete customer appointments"
+  permission_edit_customer_appointments: "Edit customer appointments"
   permission_manage_customer_appointments: Manage Customer Appointments
-  permission_view_customer_appointments: View Customer Appointments
+  permission_view_customer_appointments: "View customer appointments"
   title_customer_appointments: Customer Appointments

init.rb

@@ -14,11 +14,10 @@ Redmine::Plugin.register :redmine_qbo_calendar do
   name 'Redmine QBO Calendar plugin'
   author 'Rick Barrette'
   description 'A plugin for Redmine to extend the capabilitys of the Redmine QuickBooks Online plugin to create customer appointments for the Redmine Calendar'
-  version '2026.9.0'
+  version '2026.9.1'
   url 'https://github.com/rickbarrette/redmine_qbo_calendar'
   author_url 'https://barrettefabrication.com'
   requires_redmine version_or_higher: '7.0.0'
-  settings partial: 'calendar/settings'
 
   # Add Holidays index to the Redmine Administration Menu
   menu :admin_menu, :holidays, { controller: 'holidays', action: 'index' }, caption: :label_holiday_plural, html: { class: 'icon icon-list' }
@@ -30,39 +29,15 @@ Redmine::Plugin.register :redmine_qbo_calendar do
     raise 'Please install the redmine_qbo plugin (https://github.com/rickbarrette/redmine_qbo)'
   end
 
-  project_module :customer_calendar do
-    permission :view_customer_appointments,
-              { customer_appointments: [:index, :show] }
+  # Global Permissions
+  permission :view_customer_appointments, { customer_appointments: [:index, :show] }, global: true
+  permission :add_customer_appointments, { customer_appointments: [:new, :create] }, global: true
+  permission :edit_customer_appointments, { customer_appointments: [:edit, :update] }, global: true
+  permission :delete_customer_appointments, { customer_appointments: [:destroy] }, global: true
 
-    permission :manage_customer_appointments,
-              {
-                customer_appointments: [
-                  :new,
-                  :create,
-                  :edit,
-                  :update,
-                  :destroy
-                ]
-              }
-end
+  # Register top menu items
+  menu :top_menu, :calendar, { controller: :calendars, action: :show }, caption: :label_calendar, if: Proc.new {User.current.logged?}
   
-  menu :project_menu,
-       :customer_calendar,
-       { controller: 'events',
-         action: 'index' },
-       caption: 'Customer Calendar',
-       after: :calendar,
-       param: :project_id
-end
-
-Rails.configuration.to_prepare do
-  ApplicationController.prepend_view_path( File.expand_path("app/views", __dir__) )
-
-  Redmine::Views::MyPage::Block.register(
-      'upcoming_appointments',
-      label: :label_upcoming_appointments,
-      partial: 'my/blocks/upcoming_appointments'
-    )
 end
 
 RedmineQboCalendar.setup

lib/redmine_qbo_calendar.rb

@@ -20,5 +20,15 @@ module RedmineQboCalendar
     RedmineQboCalendar::Hooks::ViewHookListener
     RedmineQboCalendar::Hooks::CustomerActionsHookListener
     RedmineQboCalendar::Hooks::CustomerShowHookListener
+
+    Rails.configuration.to_prepare do
+      ApplicationController.prepend_view_path( File.expand_path("app/views", __dir__) )
+
+      Redmine::Views::MyPage::Block.register(
+          'upcoming_appointments',
+          label: :label_upcoming_appointments,
+          partial: 'my/blocks/upcoming_appointments'
+        )
+    end
   end
 end