37 Commits
Author SHA1 Message Date
ricky d3b9441f25 2026.9.2 2026-09-09 21:43:55 -04:00
ricky 852d2119a0 Fix over-calculation of hours for multi-day appointments
Updates the calendar view to distribute multi-day appointment hours
across working days, capping each day at 8 hours. This prevents the
total hours from being added to every day and ensures appointments
with fewer hours than their maximum duration don't artificially
inflate daily labor totals.
2026-09-09 21:43:22 -04:00
ricky 041a6441fe 2026.9.1 2026-09-09 21:14:52 -04:00
ricky 0e54316eac Refactor indentation in view_hook_listener.rb for improved readability 2026-09-08 22:39:09 -04:00
ricky 250442db9d removed trailing / 2026-09-08 08:24:00 -04:00
ricky c3a5657b7b Updated README 2026-09-06 21:49:16 -04:00
ricky ee4327152d Updated README 2026-09-06 21:45:45 -04:00
ricky 39f31cfb11 Fix redirect after appointment deletion and handle missing appointment gracefully 2026-09-06 21:38:20 -04:00
ricky df788d4d97 Remove settings partial from plugin registration 2026-09-06 21:31:44 -04:00
ricky 9fac291490 removed unused permissions, moved view registration into setup 2026-09-06 21:30:19 -04:00
ricky 8448c06b10 Refactor menu registration to add top menu item for calendar and remove project menu entry for customer calendar 2026-09-06 21:21:45 -04:00
ricky 97ed852068 Implement global permissions for customer appointments and update views to check permissions before displaying actions 2026-09-06 21:11:18 -04:00
ricky 167e956457 Add holiday management functionality with CRUD operations
- Implement HolidaysController for managing holidays
- Create Holiday model with validation for recurrence types
- Add holiday form and views for creating, editing, and listing holidays
- Integrate holiday checks into customer appointment scheduling
- Update locale file for holiday-related labels and error messages
- Add migration for holidays table
- Update plugin version and add holidays to admin menu
2026-09-05 22:08:36 -04:00
ricky 9a8787c3da Moved calendar JavaScript inclusion from view hook to the calendar view 2026-08-26 10:37:35 -04:00
ricky 2acbbd343a Moved javascript into javascript file 2026-08-25 14:38:24 -04:00
ricky 46784cff44 Added a today button to bring the calendar to the current day 2026-08-25 14:30:06 -04:00
ricky e3b2d33f8e Added session management for calendar month/year 2026-08-25 14:24:30 -04:00
ricky 40fc92b692 2026.8.1 2026-08-25 14:11:28 -04:00
ricky 8427c26532 Refactor appointment labels to use localization for edit and new appointment headers; add missing localization keys. 2026-08-24 20:30:13 -04:00
ricky de7aba15ce Add inline customer creation modal and functionality 2026-08-24 20:17:41 -04:00
ricky 7807e5a1e7 Tweaked layout for avatar & days 2026-08-19 13:56:51 -04:00
ricky a93fdfe63b Added call out status 2026-08-19 12:50:40 -04:00
ricky edd75af01b update the favicon without java script 2026-08-19 08:20:02 -04:00
ricky bd649daa4e added js to dynamically change fav icon to a calendar 2026-08-18 22:05:42 -04:00
ricky 7dbec61c78 Added new issue link 2026-08-18 07:53:59 -04:00
ricky 3e961e2ae9 added option to hide past weeks 2026-08-17 19:31:31 -04:00
ricky e80769bf05 added border around today 2026-08-17 19:10:32 -04:00
ricky e4a51ca393 automatically scroll to today 2026-08-17 18:58:09 -04:00
ricky f99450a58b updated colors and style 2026-08-17 18:52:28 -04:00
ricky d529c99a02 Add day count calculation to appointment display in calendar 2026-08-12 08:37:28 -04:00
ricky 631afa5a6d Refactor calendar to have the date placed on the left and the total estimated hours placed on the right 2026-08-12 07:18:13 -04:00
ricky 97d2fbf5bc Implement responsive mobile view for calendar layout and tooltip positioning 2026-08-12 07:13:24 -04:00
ricky 4e4389dbb8 Remove new apointment links from non working days 2026-08-11 15:13:21 -04:00
ricky 045414e789 Redefine grid layout for calendar and optimize weekend cell display 2026-08-11 14:59:39 -04:00
ricky fbe3eb7382 Enhance appointment card layout with improved styling and structure 2026-08-11 14:46:50 -04:00
ricky 7d6cddf5ca Open estimates in new tab 2026-08-11 14:31:11 -04:00
ricky 62985e9ca2 Added header for simple appointments partial 2026-08-10 19:51:58 -04:00
62 changed files with 1149 additions and 211 deletions

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+21 -17
View File
@@ -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
---
@@ -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)
+81
View File
@@ -0,0 +1,81 @@
#The MIT License (MIT)
#
#Copyright (c) 2026 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO CustomerAppointment 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 HolidaysController < ApplicationController
layout 'admin' # Uses Redmine's admin layout to fit standard administration menus
before_action :require_admin # Adjust permissions if regular project managers should access this
before_action :find_holiday, only: [:edit, :update, :destroy]
def index
@holidays = Holiday.order(exact_date: :asc, month: :asc)
end
def new
@holiday = Holiday.new
end
def create
@holiday = Holiday.new(holiday_params)
if @holiday.save
flash[:notice] = l(:notice_successful_create)
redirect_to holidays_path
else
respond_to do |format|
format.html { render action: 'new' }
end
end
end
def edit
# @holiday is loaded via before_action
end
def update
if @holiday.update(holiday_params)
flash[:notice] = l(:notice_successful_update)
redirect_to holidays_path
else
respond_to do |format|
format.html { render action: 'edit' }
end
end
end
def destroy
@holiday.destroy
flash[:notice] = l(:notice_successful_delete)
redirect_to holidays_path
rescue ActiveRecord::DeleteRestrictionError
flash[:error] = l(:notice_unable_delete_holiday)
redirect_to holidays_path
end
private
def find_holiday
@holiday = Holiday.find(params[:id])
rescue ActiveRecord::RecordNotFound
render_404
end
def holiday_params
params.require(:holiday).permit(
:name,
:exact_date,
:is_recurring,
:recurrence_type,
:month,
:day_of_week,
:week_of_month
)
end
end
+23 -2
View File
@@ -19,15 +19,19 @@ class CustomerAppointment < ActiveRecord::Base
validates :subject, presence: true
validates :date, presence: true
# Prevent scheduling on non-working days or holidays
validate :validate_working_day
normalizes :subject, with: ->(subject) { subject.strip.titleize }
STATUSES = %w[
Scheduled
CheckedIn
InProgress
Checked_In
In_Progress
Ready
Completed
Cancelled
Call_Out
]
# Scans the QBO Estimate's InvoiceLineItems for "Labor" sales items
@@ -114,6 +118,23 @@ class CustomerAppointment < ActiveRecord::Base
Rails.logger.info "[CustomerAppointment] #{msg}"
end
# Validates that the appointment date does not land on a weekend or holiday
def validate_working_day
return if date.blank?
target_date = date.to_date
non_working_days = Setting.non_working_week_days || []
if non_working_days.include?(target_date.cwday.to_s)
errors.add(:date, :invalid, message: I18n.t(:error_non_working_day))
elsif defined?(Holiday)
matched_holiday = Holiday.all.find { |h| h.occurs_on?(target_date) }
if matched_holiday.present?
errors.add(:date, :invalid, message: I18n.t(:error_holiday, name: matched_holiday.name))
end
end
end
# Helper to parse item name across Quickbooks::Model::Line and Hash structures
def extract_item_name(line)
if line.respond_to?(:sales_line_item_detail) && line.sales_line_item_detail.present?
+40
View File
@@ -0,0 +1,40 @@
#The MIT License (MIT)
#
#Copyright (c) 2026 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class Holiday < ApplicationRecord
TYPES = %w[
fixed
dynamic
]
validates :recurrence_type, inclusion: { in: TYPES }, allow_blank: true
def occurs_on?(target_date)
if !is_recurring
return exact_date == target_date
end
if recurrence_type == 'fixed'
return target_date.month == exact_date.month && target_date.day == exact_date.day
end
if recurrence_type == 'dynamic'
# Check if month and day of week match
return false unless target_date.month == month && target_date.wday == day_of_week
# Calculate if it's the correct week of the month (1st, 2nd, 3rd, etc.)
week_in_month = ((target_date.day - 1) / 7) + 1
return week_in_month == week_of_month
end
false
end
end
+117 -45
View File
@@ -1,10 +1,19 @@
<%= javascript_include_tag("calendar", plugin: :redmine_qbo_calendar) %>
<%
# Check if toggle is active via query params
# Check if toggles are active via query params
only_appointments = params[:only_appointments] == '1'
hide_past_weeks = params[:hide_past_weeks] == '1'
# Current date context
today = User.current.today
is_current_month = (calendar.instance_variable_get(:@month) == today.month && calendar.instance_variable_get(:@year) == today.year)
# Get Redmine's configured non-working week days (e.g., ["6", "7"] for Sat/Sun)
non_working_days = Setting.non_working_week_days || []
all_holidays = Holiday.all
# Safely collect all unique CustomerAppointments across the entire calendar date range
all_appointments = (calendar.startdt..calendar.enddt).flat_map { |date|
calendar.events_on(date)
@@ -19,15 +28,23 @@
target_date = current_day.to_date
return false if target_date < start_date
# Skip rendering on Redmine non-working days
# Skip rendering on Redmine standard non-working days
return false if non_working_days.include?(target_date.cwday.to_s)
# Skip rendering on custom non-working days (Holidays)
return false if all_holidays.any? { |h| h.occurs_on?(target_date) }
duration = [appointment.duration.to_i, 1].max
date_cursor = start_date
working_days_count = 0
while date_cursor <= target_date
unless non_working_days.include?(date_cursor.cwday.to_s)
is_standard_weekend = non_working_days.include?(date_cursor.cwday.to_s)
is_custom_holiday = all_holidays.any? { |h| h.occurs_on?(date_cursor) }
# Only increment duration count if it's a standard working day AND not a holiday
unless is_standard_weekend || is_custom_holiday
working_days_count += 1
end
@@ -64,7 +81,35 @@
<% end %>
<!-- Toggle Bar -->
<div class="calendar-filter-toolbar" style="margin-bottom: 12px; display: flex; align-items: center; justify-content: flex-end;">
<div class="calendar-filter-toolbar" style="margin-bottom: 12px; display: flex; align-items: center; justify-content: flex-end; gap: 16px;">
<% if is_current_month %>
<button type="button"
onclick="scrollToToday()"
class="button-small"
style="display: inline-flex; align-items: center; gap: 5px; cursor: pointer; font-weight: 600; font-size: 0.9em; padding: 4px 10px; border-radius: 3px;"
title="<%= l(:label_today) %>">
<i class="fa fa-calendar-check-o" aria-hidden="true"></i>
<%= l(:label_today) %>
</button>
<% else %>
<%= link_to url_for(request.query_parameters.merge(year: today.year, month: today.month)),
class: 'button-small',
style: 'display: inline-flex; align-items: center; gap: 5px; text-decoration: none; font-weight: 600; font-size: 0.9em; padding: 4px 10px; border-radius: 3px;',
title: l(:label_today) do %>
<i class="fa fa-calendar-check-o" aria-hidden="true"></i>
<%= l(:label_today,) %>
<% end %>
<% end %>
<label for="toggle-hide-past-weeks" style="cursor: pointer; font-weight: 600; font-size: 0.9em; color: #444; display: inline-flex; align-items: center; gap: 6px;">
<%= check_box_tag 'hide_past_weeks',
'1',
hide_past_weeks,
id: 'toggle-hide-past-weeks',
onchange: 'toggleHidePastWeeks(this.checked)' %>
<%= l(:label_hide_past_weeks, default: 'Hide Past Weeks') %>
</label>
<label for="toggle-only-appointments" style="cursor: pointer; font-weight: 600; font-size: 0.9em; color: #444; display: inline-flex; align-items: center; gap: 6px;">
<%= check_box_tag 'only_appointments',
'1',
@@ -88,6 +133,8 @@
<% end %>
<% calendar.format_month.each_slice(7) do |week| %>
<%# Skip week if "hide past weeks" is active and every day in the week is in the past %>
<% next if hide_past_weeks && week.last < User.current.today %>
<li class="week-number">
<span class="label-week"><%= l(:label_week) %></span>
@@ -97,6 +144,13 @@
<% week.each do |day| %>
<%
is_today = (day == User.current.today)
# Find the specific holiday for this day (if any)
current_holiday = all_holidays.find { |h| h.occurs_on?(day) }
is_custom_holiday = current_holiday.present?
is_standard_weekend = non_working_days.include?(day.cwday.to_s)
# Filter out standard events if "only appointments" toggle is active
standard_events = only_appointments ? [] : calendar.events_on(day).reject { |e| e.is_a?(CustomerAppointment) }
@@ -119,7 +173,34 @@
if event.is_a?(Issue)
event.estimated_hours.to_f
elsif event.is_a?(CustomerAppointment)
if event.respond_to?(:estimated_hours) && event.estimated_hours.present?
if event.duration.to_i > 1
# Get the total hours (fallback to duration * 8 if estimated_hours is blank)
app_total_hours = if event.respond_to?(:estimated_hours) && event.estimated_hours.present?
event.estimated_hours.to_f
else
event.duration.to_f * 8.0
end
start_date = (event.respond_to?(:date) && event.date.present? ? event.date : event.start_date).to_date
# Count how many working days occurred before the current calendar 'day'
working_day_index = 0
date_cursor = start_date
while date_cursor < day
is_weekend = non_working_days.include?(date_cursor.cwday.to_s)
is_holiday = all_holidays.any? { |h| h.occurs_on?(date_cursor) }
working_day_index += 1 unless is_weekend || is_holiday
date_cursor += 1
end
# Subtract previous days' hours (8h/day) from the total
hours_already_allocated = working_day_index * 8.0
remaining_hours = app_total_hours - hours_already_allocated
# Allocate up to 8 hours for today, but don't go below 0
[[remaining_hours, 8.0].min, 0.0].max
elsif event.respond_to?(:estimated_hours) && event.estimated_hours.present?
event.estimated_hours.to_f
else
event.duration.to_f
@@ -130,32 +211,52 @@
end
%>
<li class="<%= calendar.day_css_classes(day) %> calbody">
<%# Added 'week-end' class and background color styling for custom holidays to mimic weekends %>
<li class="<%= calendar.day_css_classes(day) %> calbody <%= 'week-end' if is_custom_holiday %>" style="<%= 'background-color: #f6f6f6;' if is_custom_holiday %>"<%= ' id="today"'.html_safe if is_today %>>
<p class="day-num" style="display: grid; grid-template-columns: 1fr auto 1fr; align-items: center; margin-bottom: 4px;">
<span class="day-num-left" style="display: inline-flex; align-items: center; justify-self: start;">
<% if total_hours > 0 %>
<span class="hours-total" style="font-weight: bold; color: #555;" title="<%= l(:label_estimated_hours, default: 'Estimated hours') %>">
<%= total_hours.round(1) %>h
</span>
<% end %>
<!-- Left: Day number and abbreviated weekday -->
<span class="day-num-left" style="display: inline-flex; align-items: center; justify-self: start; gap: 3px;">
<a name="<%= day.to_s %>" <%= 'id="today-anchor"'.html_safe if is_today %> style="text-decoration: none; color: inherit;">
<span class="day-value" style="font-weight: bold;"><%= day.day %></span>
</a>
<span class="abbr-day" style="font-size: 0.85em; color: #777;">(<%= abbr_day_name(day.cwday) %>)</span>
</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;">
<% if day >= User.current.today %>
<%# 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 %>
<span class="day-num-right" style="display: inline-flex; align-items: center; justify-self: end; gap: 3px;">
<span class="abbr-day" style="font-size: 0.85em; color: #777;">(<%= abbr_day_name(day.cwday) %>)</span>
<span class="day-value" style="font-weight: bold;"><%= day.day %></span>
<!-- Right: Total Hours -->
<span class="day-num-right" style="display: inline-flex; align-items: center; justify-self: end;">
<% if total_hours > 0 %>
<span class="hours-total" style="font-weight: bold; color: #555;" title="<%= l(:label_estimated_hours, default: 'Estimated hours') %>">
<%= total_hours.round(1) %>h
</span>
<% end %>
</span>
</p>
<%# Render Holiday Name Badge if it's a holiday %>
<% if is_custom_holiday %>
<div class="holiday-badge" style="background-color: #f2dede; color: #a94442; padding: 3px 6px; border-radius: 3px; font-size: 0.8em; font-weight: bold; margin-bottom: 4px; border: 1px solid #ebccd1; display: flex; align-items: center; gap: 4px;">
<span class="fa-stack fa-lg">
<i class="fas fa-calendar fa-stack-1x"></i>
<i class="fas fa-slash fa-stack-2x" style="color:Tomato"></i>
</span>
<span style="overflow: hidden; text-overflow: ellipsis; white-space: nowrap;"><%= current_holiday.name %></span>
</div>
<% end %>
<% day_events.each do |event| %>
<% if event.is_a?(Issue) %>
@@ -231,32 +332,3 @@
<% end %>
<%= context_menu %>
<script>
(function() {
const STORAGE_KEY = 'redmine_cal_only_appointments';
document.addEventListener('DOMContentLoaded', function() {
const urlParams = new URLSearchParams(window.location.search);
const savedState = localStorage.getItem(STORAGE_KEY);
// If URL does not specify the parameter, sync with saved preference in localStorage
if (!urlParams.has('only_appointments') && savedState === '1') {
urlParams.set('only_appointments', '1');
window.location.search = urlParams.toString();
}
});
window.toggleOnlyAppointments = function(checked) {
const urlParams = new URLSearchParams(window.location.search);
if (checked) {
urlParams.set('only_appointments', '1');
localStorage.setItem(STORAGE_KEY, '1');
} else {
urlParams.delete('only_appointments');
localStorage.setItem(STORAGE_KEY, '0');
}
window.location.search = urlParams.toString();
};
})();
</script>
@@ -1,24 +1,64 @@
<%
non_working_days = Setting.non_working_week_days || []
app_datetime = (appointment.respond_to?(:date) && appointment.date.present?) ? appointment.date : appointment.start_date
start_date = app_datetime.to_date
target_date = day.to_date
duration = [appointment.duration.to_i, 1].max
day_number = 0
if target_date >= start_date
date_cursor = start_date
working_count = 0
while date_cursor <= target_date
unless non_working_days.include?(date_cursor.cwday.to_s)
working_count += 1
end
if date_cursor == target_date
day_number = working_count
break
end
date_cursor += 1
end
end
%>
<%= tag.div class: ['appointment-block', 'tooltip', appointment.status.to_s.parameterize] do %>
<div class="appointment-bar"></div>
<div class="appointment-card">
<%# Row 1: Avatar | Title %>
<div class="appointment-header">
<% if appointment.user %>
<%= avatar(appointment.user, size: 14, class: "appointment-avatar") %>
<%= avatar(appointment.user, size: 25, class: "appointment-avatar") %>
<% end %>
<span class="appointment-title">
<%= link_to(appointment.subject, customer_appointment_path(appointment), class: "appointment-link") %>
</span>
</div>
<hr class="appointment-divider" />
<%# Row 2: Time | Day Count | Hours %>
<div class="appointment-meta">
<span class="appointment-time">
<%= appointment.date.strftime('%I:%M %p') if appointment.date.present? %>
</span>
<% if duration > 1 && day_number.positive? && day_number <= duration %>
<span class="appointment-days">(Day <%= day_number %> of <%= duration %>)</span>
<% end %>
<span class="appointment-hours">
<%= number_with_precision(appointment.estimated_hours.to_f, precision: 1) %>h
</span>
</div>
<%# Row 3: Details %>
<% if appointment.customer %>
<hr class="appointment-divider" />
<div class="appointment-detail">
<%= appointment.customer.name %>
<% if appointment.vehicle %>
@@ -30,7 +70,7 @@
</div>
<span class="tip">
<%= render partial: "customer_appointments/tooltip", locals: { appointment: appointment } %>
<%= render partial: "customer_appointments/tooltip", locals: { appointment: appointment, day: day } %>
</span>
<% end %>
@@ -1,4 +1,6 @@
<% 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 %>
@@ -1,3 +1,5 @@
<%= javascript_include_tag("customer-modal", plugin: :redmine_qbo_calendar) %>
<%= labelled_form_for @appointment do |f| %>
<%= error_messages_for @appointment %>
@@ -7,6 +9,8 @@
<p>
<%= f.text_field :customer, label: :label_customer, class: "customer-name", autocomplete: "off", data: { autocomplete_url: "/customers/autocomplete" } %>
<%= f.hidden_field :customer_id, id: "customer_id" %>
<!-- Add Quick Create Button -->
<a href="#" id="inline-create-customer-btn" class="icon-only icon-add" title="<%=l(:label_new_customer)%>"></a>
</p>
<p>
@@ -43,3 +47,8 @@
<%= submit_tag l(:button_save) %>
<% end %>
<!-- Modal Container for Inline Customer Creation -->
<div id="new-customer-dialog" style="display:none;" title="<%= t(:label_new_customer, default: 'New Customer') %>">
<!-- The form will be dynamically loaded via JS or rendered here -->
</div>
@@ -1,3 +1,4 @@
<h4><%=t(:label_appointments)%>:</h4>
<table class="list">
<thead>
Whitespace-only changes.
@@ -51,7 +51,7 @@
<tr>
<th><%= l(:label_estimate) %></th>
<td>
<%= link_to appointment.estimate %>
<%= link_to appointment.estimate, appointment.estimate, target: "_blank" %>
</td>
</tr>
<% end %>
@@ -92,6 +92,8 @@
<hr>
<% 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>
<% end %>
@@ -1,3 +1,3 @@
<h2>Edit Appointment</h2>
<h2><%=l(:label_edit_appointment)%></h2>
<%= render "form" %>
@@ -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>
+1 -1
View File
@@ -1,3 +1,3 @@
<h2>New Appointment</h2>
<h2><%=l(:label_new_appointment)%></h2>
<%= render "form" %>
+14 -4
View File
@@ -3,17 +3,23 @@
<i class="fa-regular fa-calendar-days"></i> <%= l(:button_calendar) %>
<% end %>
<%= link_to customer_appointments_path do %>
<i class="fa-solid fa-list"></i> <%= l(:button_appointments) %>
<% 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>
@@ -36,6 +42,7 @@
</span>
</h2>
<% if User.current.allowed_to?(:edit_customer_appointments, nil, global: true) %>
<%# Quick Status Action Buttons %>
<%
statuses = CustomerAppointment::STATUSES
@@ -50,6 +57,7 @@
class: "quick-status-btn status-#{status_key.parameterize}" %>
<% end %>
</div>
<% end %>
<div class="issue details">
<div class="attributes">
@@ -68,8 +76,10 @@
<div class="value"><%= @appointment.customer&.primary_phone %></div>
</div>
<div class="attribute">
<div class="label"><%= l(:label_estimate, default: 'Estimate') %>:</div>
<div class="value"><%= link_to_if @appointment.estimate, @appointment.estimate&.name, @appointment.estimate %></div>
<div class="label"><%= l(:label_estimate) %>:</div>
<% if @appointment.estimate %>
<div class="value"><%= link_to @appointment.estimate, @appointment.estimate, target: "_blank" %></div>
<% end %>
</div>
</div>
+97
View File
@@ -0,0 +1,97 @@
<%= error_messages_for 'holiday' %>
<div class="box tabular">
<p>
<label for="holiday_name"><%= l(:field_name, default: 'Name') %> <span class="required">*</span></label>
<%= f.text_field :name, required: true, size: 40 %>
</p>
<p>
<label for="holiday_is_recurring"><%= l(:field_is_recurring, default: 'Is this a recurring holiday?') %></label>
<%= f.check_box :is_recurring, id: 'holiday_is_recurring' %>
</p>
<p id="p_recurrence_type" style="display: none;">
<label for="holiday_recurrence_type"><%= l(:field_recurrence_type, default: 'Recurrence Type') %></label>
<%= f.select :recurrence_type,
Holiday::TYPES.map { |type_key|
label_text = case type_key
when 'fixed' then l(:label_recurrence_fixed, default: 'Fixed Date (e.g., Dec 25)')
when 'dynamic' then l(:label_recurrence_dynamic, default: 'Dynamic Date (e.g., 1st Monday of Sept)')
else type_key.humanize
end
[label_text, type_key]
},
{},
id: 'holiday_recurrence_type' %>
</p>
<!-- Fields for Exact Date (One-Time or Fixed Recurring) -->
<p id="p_exact_date">
<label for="holiday_exact_date"><%= l(:field_date, default: 'Date') %></label>
<%= f.date_field :exact_date, id: 'holiday_exact_date' %>
</p>
<!-- Fields for Dynamic Date -->
<div id="p_dynamic_date" style="display: none;">
<p>
<label><%= l(:field_dynamic_rule, default: 'Rule') %></label>
<%= f.select :week_of_month, [
[l(:label_week_1st, default: '1st'), 1],
[l(:label_week_2nd, default: '2nd'), 2],
[l(:label_week_3rd, default: '3rd'), 3],
[l(:label_week_4th, default: '4th'), 4],
[l(:label_week_last, default: 'Last'), 5]
], {}, style: 'width: 80px;' %>
<%= f.select :day_of_week,
[
[l(:day_name_sunday, default: 'Sunday'), 0],
[l(:day_name_monday, default: 'Monday'), 1],
[l(:day_name_tuesday, default: 'Tuesday'), 2],
[l(:day_name_wednesday, default: 'Wednesday'), 3],
[l(:day_name_thursday, default: 'Thursday'), 4],
[l(:day_name_friday, default: 'Friday'), 5],
[l(:day_name_saturday, default: 'Saturday'), 6]
],
{}, style: 'width: 120px;' %>
<span style="margin: 0 10px;"><%= l(:label_of, default: 'of') %></span>
<%= f.select :month,
Date::MONTHNAMES.compact.each_with_index.map { |m, i| [m, i+1] },
{}, style: 'width: 120px;' %>
</p>
</div>
</div>
<script type="text/javascript">
function toggleHolidayFields() {
var isRecurring = $('#holiday_is_recurring').is(':checked');
var recurrenceType = $('#holiday_recurrence_type').val();
if (isRecurring) {
$('#p_recurrence_type').show();
if (recurrenceType === 'dynamic') {
$('#p_exact_date').hide();
$('#p_dynamic_date').show();
} else {
$('#p_exact_date').show();
$('#p_dynamic_date').hide();
}
} else {
$('#p_recurrence_type').hide();
$('#p_exact_date').show();
$('#p_dynamic_date').hide();
}
}
$(document).ready(function() {
toggleHolidayFields();
$('#holiday_is_recurring, #holiday_recurrence_type').on('change', function() {
toggleHolidayFields();
});
});
</script>
+7
View File
@@ -0,0 +1,7 @@
<h2><%= l(:label_holiday_edit, default: 'Edit Holiday') %></h2>
<%= form_with model: @holiday, url: holiday_path(@holiday), method: :patch, local: true do |f| %>
<%= render partial: 'form', locals: { f: f } %>
<%= submit_tag l(:button_save) %>
<%= link_to l(:button_cancel), holidays_path, class: 'cancel' %>
<% end %>
+55
View File
@@ -0,0 +1,55 @@
<div class="contextual">
<%= link_to 'New Holiday', new_holiday_path, class: 'icon icon-add' %>
</div>
<h2><%= l(:label_holiday_plural, default: 'Holidays') %></h2>
<% if @holidays.any? %>
<div class="autoscroll">
<table class="list holidays">
<thead>
<tr>
<th><%= l(:field_name, default: 'Name') %></th>
<th><%= l(:field_type, default: 'Type') %></th>
<th><%= l(:field_date, default: 'Date / Rule') %></th>
<th></th>
</tr>
</thead>
<tbody>
<% @holidays.each do |holiday| %>
<tr class="<%= cycle('odd', 'even') %>">
<td class="name"><%= holiday.name %></td>
<td class="type">
<% if !holiday.is_recurring %>
<span class="badge">One-Time</span>
<% else %>
<span class="badge" style="color: #169;">Recurring (<%= holiday.recurrence_type.capitalize %>)</span>
<% end %>
</td>
<td class="date-rule">
<% if !holiday.is_recurring || holiday.recurrence_type == 'fixed' %>
<%= holiday.exact_date&.strftime('%B %d, %Y') %>
<% elsif holiday.recurrence_type == 'dynamic' %>
<%= ['1st', '2nd', '3rd', '4th', 'Last'][holiday.week_of_month - 1] %>
<%= Date::DAYNAMES[holiday.day_of_week] %> of
<%= Date::MONTHNAMES[holiday.month] %>
<% end %>
</td>
<td class="buttons">
<%= link_to l(:button_edit), edit_holiday_path(holiday), class: 'icon icon-edit' %>
<%= link_to l(:button_delete), holiday_path(holiday),
method: :delete,
data: { confirm: l(:text_are_you_sure) },
class: 'icon icon-del' %>
</td>
</tr>
<% end %>
</tbody>
</table>
</div>
<% else %>
<p class="nodata"><%= l(:label_no_data) %></p>
<% end %>
+7
View File
@@ -0,0 +1,7 @@
<h2><%= l(:label_holiday_new, default: 'New Holiday') %></h2>
<%= form_with model: @holiday, url: holidays_path, local: true do |f| %>
<%= render partial: 'form', locals: { f: f } %>
<%= submit_tag l(:button_create) %>
<%= link_to l(:button_cancel), holidays_path, class: 'cancel' %>
<% end %>
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+63
View File
@@ -20,3 +20,66 @@ document.addEventListener('DOMContentLoaded', function() {
}
});
});
(function() {
const STORAGE_KEY_ONLY_APPTS = 'redmine_cal_only_appointments';
const STORAGE_KEY_HIDE_PAST = 'redmine_cal_hide_past_weeks';
window.scrollToToday = function() {
const todayElement = document.getElementById('today');
if (todayElement) {
todayElement.scrollIntoView({ behavior: 'smooth', block: 'center' });
}
};
document.addEventListener('DOMContentLoaded', function() {
const urlParams = new URLSearchParams(window.location.search);
let needsRedirect = false;
// Sync "Show Customer Appointments Only" with localStorage if missing from URL
if (!urlParams.has('only_appointments') && localStorage.getItem(STORAGE_KEY_ONLY_APPTS) === '1') {
urlParams.set('only_appointments', '1');
needsRedirect = true;
}
// Sync "Hide Past Weeks" with localStorage if missing from URL
if (!urlParams.has('hide_past_weeks') && localStorage.getItem(STORAGE_KEY_HIDE_PAST) === '1') {
urlParams.set('hide_past_weeks', '1');
needsRedirect = true;
}
if (needsRedirect) {
window.location.search = urlParams.toString();
return;
}
// Automatically scroll to today if present and no hash anchor is in the URL
if (!window.location.hash) {
window.scrollToToday();
}
});
window.toggleOnlyAppointments = function(checked) {
const urlParams = new URLSearchParams(window.location.search);
if (checked) {
urlParams.set('only_appointments', '1');
localStorage.setItem(STORAGE_KEY_ONLY_APPTS, '1');
} else {
urlParams.delete('only_appointments');
localStorage.setItem(STORAGE_KEY_ONLY_APPTS, '0');
}
window.location.search = urlParams.toString();
};
window.toggleHidePastWeeks = function(checked) {
const urlParams = new URLSearchParams(window.location.search);
if (checked) {
urlParams.set('hide_past_weeks', '1');
localStorage.setItem(STORAGE_KEY_HIDE_PAST, '1');
} else {
urlParams.delete('hide_past_weeks');
localStorage.setItem(STORAGE_KEY_HIDE_PAST, '0');
}
window.location.search = urlParams.toString();
};
})();
+106
View File
@@ -0,0 +1,106 @@
$(document).ready(function() {
var $dialog = $('#new-customer-dialog');
var customerFormXHR = null;
// 1. Initialize jQuery UI Dialog (built into Redmine)
$dialog.dialog({
autoOpen: false,
modal: true,
width: 500,
title: "New Customer",
buttons: {
"Save": function() {
submitInlineCustomer();
},
"Cancel": function() {
$(this).dialog("close");
}
},
close: function() {
// Abort in-flight request if closing before load finishes
if (customerFormXHR) {
customerFormXHR.abort();
}
// Force hide Redmine's global loading overlay
$('#ajax-indicator').hide();
// Reset modal contents
$dialog.empty();
}
});
// 2. Open Modal & Fetch Form
$('#inline-create-customer-btn').on('click', function(e) {
e.preventDefault();
// Explicitly grab value by the appointment field's specific ID
var typedName = $('#customer_appointment_customer').val();
$dialog.dialog('open');
// Fetch form bypassing Redmine's global ajax-indicator
customerFormXHR = $.ajax({
url: '/customers/new',
type: 'GET',
global: false,
success: function(data) {
$dialog.html(data);
// Hide standalone submit button and wiki toolbar inside modal
$dialog.find('.actions, .jstBlock').hide();
// Copy typed name into the modal's specific customer_name field
if (typedName && typedName.trim() !== '') {
$dialog.find('#customer_name').val(typedName.trim());
}
// Handle ENTER key submission inside modal form
$dialog.find('form').off('submit').on('submit', function(ev) {
ev.preventDefault();
submitInlineCustomer();
});
},
error: function(xhr, status) {
if (status !== 'abort') {
$dialog.html('<p style="color: red; padding: 10px;">Failed to load customer form.</p>');
}
}
});
});
// 3. Submit Customer Form via AJAX
function submitInlineCustomer() {
var $form = $dialog.find('form');
if ($form.length === 0) return;
$.ajax({
url: $form.attr('action'),
type: 'POST',
data: $form.serialize(),
dataType: 'json',
global: false,
success: function(response) {
// Populate main appointment form fields with newly created customer details
$('#customer_id').val(response.id);
$('#customer_appointment_customer').val(response.name);
// Reset dependent select dropdowns for new customer
$('#appointment_vehicle_id').empty().append('<option value=""></option>');
$('#appointment_estimate_id').empty().append('<option value=""></option>');
// Close and clean up modal
$dialog.dialog('close');
},
error: function(xhr) {
var errors = (xhr.responseJSON && xhr.responseJSON.errors)
? xhr.responseJSON.errors
: ['Failed to create customer'];
alert("Errors:\n" + errors.join("\n"));
}
});
}
// 4. Dismiss Redmine's global loader when selecting from autocomplete
$(document).on('autocompleteselect', '.customer-name', function(event, ui) {
$('#ajax-indicator').hide();
});
});
+306 -98
View File
@@ -12,7 +12,7 @@ table.cal td {
overflow: hidden;
}
/* Container Box */
/* Container Box Base */
.appointment-block {
position: relative;
display: flex;
@@ -20,8 +20,8 @@ table.cal td {
box-sizing: border-box;
margin: 2px 0;
padding: 3px 4px 3px 0;
background: #edf4ff;
border: 1px solid #c5d8f3;
background: #e8f8ff;
border: 1px solid #91e2ff;
border-radius: 3px;
font-size: 0.9em;
line-height: 1.3;
@@ -36,16 +36,16 @@ table.cal td {
/* Hover Cue */
.appointment-block:hover {
transform: translateY(-1px);
box-shadow: 0 2px 4px rgba(0, 0, 0, 0.12);
box-shadow: 0 3px 6px rgba(0, 0, 0, 0.18);
}
/* Left Indicator Bar */
/* Left Indicator Bar Base */
.appointment-block .appointment-bar {
width: 4px;
background-color: #3c78d8;
width: 5px;
background-color: #1fc0ff;
flex-shrink: 0;
margin-right: 4px;
border-radius: 1px;
margin-right: 5px;
border-radius: 2px 0 0 2px;
}
/* Card Content Area */
@@ -57,9 +57,10 @@ table.cal td {
overflow: hidden;
}
/* Row 1: Header (Avatar + Title) */
.appointment-header {
display: flex;
align-items: flex-start;
align-items: center;
gap: 4px;
font-weight: bold;
min-width: 0;
@@ -73,37 +74,54 @@ table.cal td {
object-fit: cover;
}
/* Multi-line wrapping for titles */
.appointment-card .appointment-title {
flex-grow: 1;
white-space: normal;
overflow-wrap: anywhere;
word-break: break-word;
min-width: 0;
vertical-align: top;
vertical-align: middle;
}
.appointment-link {
color: #111;
color: #000000;
text-decoration: none;
}
.appointment-hours {
flex-shrink: 0;
color: #444;
font-size: 0.85em;
/* Row 2: Meta Bar (Time + Hours) */
.appointment-meta {
display: flex;
justify-content: space-between;
align-items: center;
font-weight: bold;
margin-left: auto;
font-size: 0.85em;
color: #222222;
}
/* Multi-line wrapping for details */
.appointment-time,
.appointment-hours{
flex-shrink: 0;
}
.appointment-days {
place-items: center;
}
/* Horizontal Dividers */
.appointment-card .appointment-divider {
border: 0;
border-top: 1px solid #91e2ff;
margin: 3px 0;
width: 100%;
}
/* Row 3: Details */
.appointment-detail {
color: #555;
font-size: 0.9em;
color: #000000;
font-size: 1em;
white-space: normal;
overflow-wrap: anywhere;
word-break: break-word;
margin-top: 2px;
min-width: 0;
}
@@ -112,14 +130,17 @@ table.cal td {
z-index: 1000 !important;
}
/* Redmine Tooltip Popover (Hidden by Default & on Hover) */
.appointment-block .tip,
.appointment-block:hover .tip {
/* Redmine Tooltip Popover Base - Fixed Positioning Overriding JS Inline Coordinates */
.appointment-block .tip {
display: none !important;
position: absolute;
top: 100%;
left: 0;
width: 320px;
position: absolute !important;
top: 100% !important;
left: 0 !important;
right: auto !important;
bottom: auto !important;
transform: none !important;
margin: 4px 0 0 0 !important;
width: 320px !important;
padding: 10px;
background: #ffffff;
border: 1px solid #ccc;
@@ -132,13 +153,12 @@ table.cal td {
/* Align tooltips to the right on Friday/Saturday columns */
table.cal td:nth-child(n+6) .appointment-block .tip {
left: auto;
right: 0;
left: auto !important;
right: 0 !important;
}
/* Display Tooltip ONLY on Click (.open class) */
.appointment-block.open .tip,
.appointment-block.open:hover .tip {
.appointment-block.open .tip {
display: block !important;
}
@@ -152,7 +172,7 @@ table.cal td:nth-child(n+6) .appointment-block .tip {
.appointment-block .tip .subtitle {
margin: 0 0 8px 0;
font-size: 11px;
color: #666;
color: #555;
text-transform: capitalize;
}
@@ -166,7 +186,7 @@ table.cal td:nth-child(n+6) .appointment-block .tip {
.appointment-block .tip table.attributes th {
text-align: left;
padding: 3px 6px 3px 0;
color: #555;
color: #444;
font-weight: bold;
width: 35%;
vertical-align: top;
@@ -174,7 +194,7 @@ table.cal td:nth-child(n+6) .appointment-block .tip {
.appointment-block .tip table.attributes td {
padding: 3px 0;
color: #222;
color: #111;
vertical-align: top;
}
@@ -185,7 +205,7 @@ table.cal td:nth-child(n+6) .appointment-block .tip {
.appointment-block .tip hr {
border: 0;
border-top: 1px solid #e0e0e0;
border-top: 1px solid rgba(0, 0, 0, 0.12);
margin: 8px 0;
}
@@ -193,7 +213,7 @@ table.cal td:nth-child(n+6) .appointment-block .tip {
max-height: 120px;
overflow-y: auto;
font-size: 11px;
color: #444;
color: #333;
line-height: 1.4;
}
@@ -218,7 +238,7 @@ table.cal td:nth-child(n+6) .appointment-block .tip {
}
.calendar-badge .month {
background-color: #c22b2b;
background-color: #d92626;
color: #ffffff;
font-size: 9px;
font-weight: bold;
@@ -228,7 +248,7 @@ table.cal td:nth-child(n+6) .appointment-block .tip {
}
.calendar-badge .day {
color: #333333;
color: #222222;
font-size: 16px;
font-weight: bold;
padding: 4px 0 3px 0;
@@ -240,47 +260,124 @@ h2 .appointment-title {
.appointment-dates {
font-size: 70%;
color: #666;
color: #555;
margin-left: 8px;
font-weight: normal;
vertical-align: middle;
}
/* Calendar Card Status Colors & Indicator Bars */
/* ==========================================================================
Custom High-Vibrancy Hex Status Themes & Tinted Tooltips
========================================================================== */
/* Scheduled - Blue */
.appointment-block.scheduled .appointment-bar { background-color: #1f77d0; }
.appointment-block.scheduled { background: #edf4ff; border-color: #c5d8f3; }
/* Scheduled - #1FC0FF */
.appointment-block.scheduled,
.appointment-block.scheduled:hover,
.appointment-block.scheduled.open { background: #e8f8ff !important; border-color: #91e2ff !important; }
.appointment-block.scheduled .appointment-bar { background-color: #1fc0ff !important; }
.appointment-block.scheduled .appointment-divider { border-top-color: #b3ebff !important; }
.appointment-block.scheduled .tip,
.appointment-block.scheduled:hover .tip,
.appointment-block.scheduled.open .tip { background: #f2faff !important; border-color: #70d6ff !important; }
/* CheckedIn - Purple */
.appointment-block.checked-in .appointment-bar,
.appointment-block.checkedin .appointment-bar,
.appointment-block.checked_in .appointment-bar { background-color: #8e44ad; }
/* Ready - #1FFF1F */
.appointment-block.ready,
.appointment-block.ready:hover,
.appointment-block.ready.open { background: #e8ffe8 !important; border-color: #8bff8b !important; }
.appointment-block.ready .appointment-bar { background-color: #1fff1f !important; }
.appointment-block.ready .appointment-divider { border-top-color: #b5ffb5 !important; }
.appointment-block.ready .tip,
.appointment-block.ready:hover .tip,
.appointment-block.ready.open .tip { background: #f2fff2 !important; border-color: #66ff66 !important; }
/* CheckedIn - #CE1FFF */
.appointment-block.checked-in,
.appointment-block.checkedin,
.appointment-block.checked_in { background: #f6f0fa; border-color: #e2d0fb; }
.appointment-block.checked_in,
.appointment-block.checked-in:hover,
.appointment-block.checkedin:hover,
.appointment-block.checked_in:hover,
.appointment-block.checked-in.open,
.appointment-block.checkedin.open,
.appointment-block.checked_in.open { background: #f8e8ff !important; border-color: #e891ff !important; }
/* InProgress - Orange */
.appointment-block.in-progress .appointment-bar,
.appointment-block.inprogress .appointment-bar,
.appointment-block.in_progress .appointment-bar { background-color: #e68a00; }
.appointment-block.checked-in .appointment-bar,
.appointment-block.checkedin .appointment-bar,
.appointment-block.checked_in .appointment-bar { background-color: #ce1fff !important; }
.appointment-block.checked-in .appointment-divider,
.appointment-block.checkedin .appointment-divider,
.appointment-block.checked_in .appointment-divider { border-top-color: #f0b3ff !important; }
.appointment-block.checked-in .tip,
.appointment-block.checkedin .tip,
.appointment-block.checked_in .tip,
.appointment-block.checked-in:hover .tip,
.appointment-block.checkedin:hover .tip,
.appointment-block.checked_in:hover .tip,
.appointment-block.checked-in.open .tip,
.appointment-block.checkedin.open .tip,
.appointment-block.checked_in.open .tip { background: #fcf2ff !important; border-color: #df70ff !important; }
/* InProgress - #FF5E1F */
.appointment-block.in-progress,
.appointment-block.inprogress,
.appointment-block.in_progress { background: #fff4df; border-color: #fce2b6; }
.appointment-block.in_progress,
.appointment-block.in-progress:hover,
.appointment-block.inprogress:hover,
.appointment-block.in_progress:hover,
.appointment-block.in-progress.open,
.appointment-block.inprogress.open,
.appointment-block.in_progress.open { background: #fff0e8 !important; border-color: #ffb391 !important; }
/* Ready - Teal */
.appointment-block.ready .appointment-bar { background-color: #16a085; }
.appointment-block.ready { background: #e8f8f5; border-color: #a3e4d7; }
.appointment-block.in-progress .appointment-bar,
.appointment-block.inprogress .appointment-bar,
.appointment-block.in_progress .appointment-bar { background-color: #ff5e1f !important; }
/* Completed - Green */
.appointment-block.completed .appointment-bar { background-color: #2d8a34; }
.appointment-block.completed { background: #edf9ee; border-color: #c7eecb; }
.appointment-block.in-progress .appointment-divider,
.appointment-block.inprogress .appointment-divider,
.appointment-block.in_progress .appointment-divider { border-top-color: #ffccb3 !important; }
/* Cancelled - Red & Strikethrough Subject */
.appointment-block.cancelled .appointment-bar,
.appointment-block.canceled .appointment-bar { background-color: #d9534f; }
.appointment-block.in-progress .tip,
.appointment-block.inprogress .tip,
.appointment-block.in_progress .tip,
.appointment-block.in-progress:hover .tip,
.appointment-block.inprogress:hover .tip,
.appointment-block.in_progress:hover .tip,
.appointment-block.in-progress.open .tip,
.appointment-block.inprogress.open .tip,
.appointment-block.in_progress.open .tip { background: #fff6f2 !important; border-color: #ff9970 !important; }
/* Completed - #008000 */
.appointment-block.completed,
.appointment-block.completed:hover,
.appointment-block.completed.open { background: #e6f5e6 !important; border-color: #80c080 !important; }
.appointment-block.completed .appointment-bar { background-color: #008000 !important; }
.appointment-block.completed .appointment-divider { border-top-color: #a3d9a3 !important; }
.appointment-block.completed .tip,
.appointment-block.completed:hover .tip,
.appointment-block.completed.open .tip { background: #f0fcf0 !important; border-color: #66b366 !important; }
/* Cancelled - #FF1F1F & Strikethrough */
.appointment-block.cancelled,
.appointment-block.canceled { background: #fdf2f2; border-color: #f8c8c8; }
.appointment-block.canceled,
.appointment-block.cancelled:hover,
.appointment-block.canceled:hover,
.appointment-block.cancelled.open,
.appointment-block.canceled.open { background: #ffe8e8 !important; border-color: #ff9191 !important; }
.appointment-block.cancelled .appointment-bar,
.appointment-block.canceled .appointment-bar { background-color: #ff1f1f !important; }
.appointment-block.cancelled .appointment-divider,
.appointment-block.canceled .appointment-divider { border-top-color: #ffb3b3 !important; }
.appointment-block.cancelled .tip,
.appointment-block.canceled .tip,
.appointment-block.cancelled:hover .tip,
.appointment-block.canceled:hover .tip,
.appointment-block.cancelled.open .tip,
.appointment-block.canceled.open .tip { background: #fff2f2 !important; border-color: #ff7070 !important; }
.appointment-block.cancelled .appointment-title,
.appointment-block.cancelled .appointment-link,
@@ -289,6 +386,16 @@ h2 .appointment-title {
text-decoration: line-through;
}
/* Call Out - #FFFF00 */
.appointment-block.call_out,
.appointment-block.call_out:hover,
.appointment-block.call_out.open { background: hsl(60, 100%, 95%) !important; border-color: hsl(60, 100%, 50%) !important; }
.appointment-block.call_out .appointment-bar { background-color: hsl(60, 100%, 45%) !important; }
.appointment-block.call_out .appointment-divider { border-top-color: hsl(60, 100%, 80%) !important; }
.appointment-block.call_out .tip,
.appointment-block.call_out:hover .tip,
.appointment-block.call_out.open .tip { background: hsl(60, 100%, 97%) !important; border-color: hsl(60, 100%, 60%) !important; }
/* Table List Alignment */
table.appointments td,
table.appointments th {
@@ -311,22 +418,22 @@ table.appointments td.status {
.quick-action-label {
font-weight: bold;
color: #555;
color: #333;
font-size: 0.85em;
margin-right: 4px;
text-transform: uppercase;
letter-spacing: 0.5px;
}
/* Shared Badge & Quick-Status Button Base Styling */
/* Shared Badge Base */
.status-badge,
.quick-status-btn {
display: inline-flex !important;
align-items: center !important;
justify-content: center !important;
padding: 3px 10px;
padding: 4px 11px;
font-size: 11px;
font-weight: 600;
font-weight: 700;
line-height: 1.2 !important;
border-radius: 12px;
border: 1px solid transparent;
@@ -337,55 +444,156 @@ table.appointments td.status {
}
.quick-status-btn:hover {
opacity: 0.85;
opacity: 0.88;
transform: translateY(-1px);
}
/* Status Colors (Supports hyphen, underscore, and concatenated naming) */
/* ==========================================================================
Badges & Quick Action Buttons
========================================================================== */
/* Scheduled - Blue */
/* Scheduled - #1FC0FF */
.status-scheduled {
background-color: #edf4ff !important;
border-color: #c5d8f3 !important;
color: #1f77d0 !important;
background-color: #e8f8ff !important;
border-color: #91e2ff !important;
color: #0077a3 !important;
}
/* CheckedIn - Purple */
/* Ready - #1FFF1F */
.status-ready {
background-color: #e8ffe8 !important;
border-color: #8bff8b !important;
color: #008f00 !important;
}
/* CheckedIn - #CE1FFF */
.status-checked-in,
.status-checkedin,
.status-checked_in {
background-color: #f6f0fa !important;
border-color: #e2d0fb !important;
color: #8e44ad !important;
background-color: #f8e8ff !important;
border-color: #e891ff !important;
color: #8300ad !important;
}
/* InProgress - Orange */
/* InProgress - #FF5E1F */
.status-in-progress,
.status-inprogress,
.status-in_progress {
background-color: #fff4df !important;
border-color: #fce2b6 !important;
color: #e68a00 !important;
background-color: #fff0e8 !important;
border-color: #ff9191 !important;
color: #b33000 !important;
}
/* Ready - Teal */
.status-ready {
background-color: #e8f8f5 !important;
border-color: #a3e4d7 !important;
color: #16a085 !important;
}
/* Completed - Green */
/* Completed - #008000 */
.status-completed {
background-color: #edf9ee !important;
border-color: #c7eecb !important;
color: #2d8a34 !important;
background-color: #e6f5e6 !important;
border-color: #80c080 !important;
color: #005200 !important;
}
/* Cancelled - Red */
/* Cancelled - #FF1F1F */
.status-cancelled,
.status-canceled {
background-color: #fdf2f2 !important;
border-color: #f8c8c8 !important;
color: #d9534f !important;
background-color: #ffe8e8 !important;
border-color: #ff9191 !important;
color: #b30000 !important;
}
/* Completed - #FFFF00 */
.status-call_out {
background-color: hwb(60 0% 0%) !important;
border-color: lab(0% 0 0) !important;
color: hwb(60 0% 100%) !important;
}
/* Redefine grid column proportions for the calendar layout */
ul.cal {
display: grid;
grid-template-columns: max-content 0.5fr repeat(5, 1fr) 0.5fr !important;
}
/* Compress content and dim non-working weekend cells */
ul.cal li.nwday,
ul.cal li.sunday,
ul.cal li.saturday {
background-color: #f7f7f7;
padding: 2px !important;
}
/* Hide non-essential metadata on narrow weekend cells */
ul.cal li.nwday .icon-user,
ul.cal li.nwday .buttons {
display: none;
}
/* Highlight Today's Calendar Box & Number */
ul.cal li.today,
ul.cal li#today,
table.cal td.today {
outline: 2px solid #ff00bf !important;
outline-offset: -2px !important;
}
/* Responsive Mobile View */
@media screen and (max-width: 768px) {
table.cal thead {
display: none !important;
}
table.cal,
table.cal tbody,
table.cal tr,
table.cal td {
display: block !important;
width: 100% !important;
max-width: 100% !important;
box-sizing: border-box !important;
}
table.cal td {
width: 100% !important;
min-height: 48px;
margin-bottom: 8px;
border: 1px solid #d7d7d7 !important;
border-radius: 4px;
padding: 6px !important;
background: #ffffff;
}
ul.cal {
display: flex !important;
flex-direction: column !important;
grid-template-columns: 1fr !important;
padding: 0 !important;
margin: 0 !important;
}
ul.cal li {
width: 100% !important;
margin-bottom: 8px;
box-sizing: border-box;
}
.appointment-block {
width: 100% !important;
max-width: 100% !important;
}
.appointment-block .tip,
.appointment-block.open .tip {
position: fixed !important;
top: 50% !important;
left: 50% !important;
transform: translate(-50%, -50%) !important;
width: 90vw !important;
max-width: 340px !important;
max-height: 80vh !important;
overflow-y: auto !important;
box-shadow: 0 10px 25px rgba(0, 0, 0, 0.4) !important;
}
table.cal td:nth-child(n+6) .appointment-block .tip {
left: 50% !important;
right: auto !important;
}
}
+39 -3
View File
@@ -14,27 +14,63 @@ en:
are_you_sure: "Are you sure?"
button_appointments: Appointments
button_calendar: Calendar
day_name_friday: "Friday"
day_name_monday: "Monday"
day_name_saturday: "Saturday"
day_name_sunday: "Sunday"
day_name_thursday: "Thursday"
day_name_tuesday: "Tuesday"
day_name_wednesday: "Wednesday"
error_holiday: "Cannot be scheduled on holiday: %{name}"
error_non_working_day: "Cannot be scheduled on a non-working day"
field_customer_name: Customer
field_date: Date
field_dynamic_rule: Rule
field_is_recurring: "Is this a recurring holiday?"
field_license_plate: License Plate
field_phone: Phone
field_recurrence_type: Recurrence Type
field_type: Type
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
label_days: Days
label_duration: Duration
label_edit_appointment: Edit Appointment
label_end_date: End Date
label_estimated_hours: Estimated Time
label_event: Event
label_open_appointment: Open Appointment
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
label_open_appointment: Open Appointment
label_recurrence_dynamic: "Dynamic Date (e.g., 1st Monday of Sept)"
label_recurrence_fixed: "Fixed Date (e.g., Dec 25)"
label_start_date: Start Date
label_status: Status
label_technician: Technician
label_time: Time
label_title: Title
label_today: Today
label_upcoming_appointments: "My Upcoming Appointments"
label_week_1st: "1st"
label_week_2nd: "2nd"
label_week_3rd: "3rd"
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
title_customer_appointments: Customer Appoitnments
permission_view_customer_appointments: "View customer appointments"
title_customer_appointments: Customer Appointments
+1
View File
@@ -10,6 +10,7 @@
RedmineApp::Application.routes.draw do
resources :holidays, except: [:show] # Exclude :show since we don't need a separate page for individual holidays
resources :customer_appointments do
collection do
get :customer_options
+33
View File
@@ -0,0 +1,33 @@
#The MIT License (MIT)
#
#Copyright (c) 2026 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
class CreateHolidays < ActiveRecord::Migration[7.0]
def change
create_table :holidays do |t|
t.string :name, null: false
# Use date instead of datetime since holidays are full days
t.date :exact_date
# For recurring logic
t.boolean :is_recurring, default: false
# "fixed" (same date every year) or "dynamic" (e.g., 1st Monday)
t.string :recurrence_type
# Fields for dynamic recurring holidays (Labor Day)
t.integer :month # e.g., 9 (September)
t.integer :day_of_week # e.g., 1 (Monday)
t.integer :week_of_month # e.g., 1 (First week)
t.timestamps
end
end
end
+12 -34
View File
@@ -14,52 +14,30 @@ 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 '2026.8.0'
version '2026.9.2'
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' }
# Ensure redmine_qbo is installed
begin
requires_redmine_plugin :redmine_qbo, version_or_higher: '2026.8.0'
requires_redmine_plugin :redmine_qbo, version_or_higher: '2026.8.2'
rescue Redmine::PluginNotFound
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
+11
View File
@@ -14,10 +14,21 @@ module RedmineQboCalendar
Customer.prepend(RedmineQboCalendar::Patches::CustomerPatch)
User.prepend(RedmineQboCalendar::Patches::UserPatch)
CalendarsController.prepend(RedmineQboCalendar::Patches::CalendarsControllerPatch)
ApplicationHelper.prepend(RedmineQboCalendar::Patches::ApplicationHelperPatch)
# Hooks
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
@@ -17,7 +17,6 @@ module RedmineQboCalendar
def view_layouts_base_html_head(context = {})
safe_join([
javascript_include_tag("customer_appointments", plugin: :redmine_qbo_calendar),
javascript_include_tag("calendar", plugin: :redmine_qbo_calendar),
stylesheet_link_tag('customer_appointments', plugin: :redmine_qbo_calendar),
javascript_include_tag('https://kit.fontawesome.com/4be4394b21.js', crossorigin: 'anonymous')
])
@@ -0,0 +1,39 @@
#The MIT License (MIT)
#
#Copyright (c) 2026 rick barrette
#
#Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
#
#The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
#
#THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
module RedmineQboCalendar
module Patches
module ApplicationHelperPatch
def favicon
if calendar_or_appointments_view?
tag.link(rel: 'icon', type: 'image/png', href: favicon_path)
else
# Force an explicit type tag so the browser replaces the PNG on non-calendar pages
tag.link(rel: 'icon', type: 'image/x-icon', href: favicon_path)
end
end
def favicon_path
if calendar_or_appointments_view?
image_path("plugin_assets/redmine_qbo_calendar/favicons/#{Date.current.day}.png")
else
super
end
end
private
def calendar_or_appointments_view?
controller_name == 'calendars' || controller_name == 'customer_appointments'
end
end
end
end
@@ -14,6 +14,17 @@ module RedmineQboCalendar
def show
log "show"
# 1. Update or retrieve saved month/year from session before super runs
if params[:year].present? && params[:month].present?
session[:qbo_calendar_year] = params[:year].to_i
session[:qbo_calendar_month] = params[:month].to_i
elsif session[:qbo_calendar_year].present? && session[:qbo_calendar_month].present?
params[:year] ||= session[:qbo_calendar_year]
params[:month] ||= session[:qbo_calendar_month]
end
# 2. Call Redmine core CalendarsController#show
super
return unless @calendar