2026.4.2

README.md

@@ -10,8 +10,6 @@ This plugin allows **billable line items** to be attached to a Redmine issue. Wh
 
 *   **Redmine:** 6.1+
     
-*   **Ruby:** 3.2+
-    
 *   **Parent Plugin:** [Redmine QuickBooks Online](https://github.com/rickbarrette/redmine_qbo) (must be installed and configured)
     
 
@@ -19,9 +17,9 @@ This plugin allows **billable line items** to be attached to a Redmine issue. Wh
 
 ## Compatibility
 
-| Plugin Version | Redmine Version | Ruby Version |
+| Plugin Version | Redmine Version | Parent Plugin Version |
 | --- | --- | --- |
-| 2026.3.6+ | 6.1.x | 3.2+ |
+| 2026.3.8+ | 6.1.x | 2026.3.9+ |
 
 ---
 
@@ -88,8 +86,9 @@ Before using this plugin:
     
 2.  Ensure your **QuickBooks Online** company file is connected.
 
-3.  Verify that the products or services referenced in line items exist in QuickBooks.
+3.  Sync Accounts & Items via plugin settings
 
+4.  Set default income account for new items via plugin settings
 
 ---
 

app/controllers/items_controller.rb

@@ -100,8 +100,6 @@ class ItemsController < ApplicationController
     params.require(:item).permit(:name, :description, :sku, :unit_price, :active, :account_id, :type, :taxable)
   end
 
-  private 
-
   def log(msg)
     Rails.logger.info "[ItemsController] #{msg}"
   end

app/views/items/_form.html.erb

@@ -15,7 +15,10 @@
     </p>
 
     <p>
-      <%= f.number_field :unit_price, step: 0.01, size: 10 %>
+      <%= f.text_field :unit_price,
+          class: "price-field",
+          inputmode: "decimal",
+          autocomplete: "off"%>
     </p>
 
     <p>

app/views/line_items/_issue_line_items.html.erb

@@ -1,8 +1,12 @@
-<% if @issue.line_items.any? %>
+<% if @issue.line_items.any? || @issue.descendant_line_items_total > 0%>
 <hr/>
 <div>
   <p><strong><%= t :label_line_items  %></strong></p>
 
+  <% total = 0 %>
+
+  <% if @issue.line_items.any?%>
+
     <table class="list line-items-table">
       <thead>
         <tr>
@@ -14,7 +18,6 @@
       </thead>
 
       <tbody>
-      <% total = 0 %>
 
         <% @issue.line_items.each do |item| %>
           <% line_total = item.quantity.to_f * item.unit_price.to_f %>
@@ -29,11 +32,26 @@
         <% end %>
       </tbody>
 
+      <% end %>
+
       <tfoot>
+        <% if @issue.line_items.any?%>
           <tr>
             <td colspan="3" style="text-align:right;"><strong><%= t :label_total %></strong></td>
-        <td><strong><%= number_to_currency(total) %></strong></td>
+            <td>
+              <strong><%= number_to_currency(total) %></strong>
+            </td>
           </tr>
+        <% end %>
+
+      <% if @issue.descendant_line_items_total > 0 %>
+        <tr>
+          <td colspan="3" style="text-align:right;"><strong><%= t :label_running_total %></strong></td>
+          <td>
+            <strong>(<%= number_to_currency(@issue.descendant_line_items_total + total) %>)</strong>
+          </td>
+        </tr>
+      <% end %>
     </tfoot>
   </table>
 </div>

assets/javascripts/nested_form_controller.js

@@ -1,3 +1,9 @@
+let lastKeyWasTab = false;
+
+document.addEventListener("keydown", function (e) {
+  lastKeyWasTab = (e.key === "Tab");
+});
+
 (function () {
   function initNestedForms() {
     document.querySelectorAll("[data-nested-form]").forEach(function (wrapper) {
@@ -22,11 +28,28 @@
             Date.now().toString()
           );
 
-          //container.insertAdjacentHTML("beforeend", content);
           container.insertAdjacentHTML("beforeend", content);
 
-          // initialize autocomplete on the new row
+          const newRow = container.lastElementChild;
-          initLineItemAutocomplete(container.lastElementChild);
+
+          // Ensure clean state
+          newRow.dataset.autoAdded = "false";
+
+          // Reset defaults
+          const qty = newRow.querySelector(".qty-field");
+          if (qty && !qty.value) qty.value = 1;
+
+          const price = newRow.querySelector(".price-field");
+          if (price) price.value = "";
+
+          // initialize autocomplete
+          initLineItemAutocomplete(newRow);
+
+          // Only focus if NOT tabbing
+          if (!lastKeyWasTab) {
+            const desc = newRow.querySelector(".line-item-description");
+            if (desc) desc.focus();
+          }
         }
 
         // REMOVE
@@ -56,9 +79,77 @@
   document.addEventListener("turbo:load", initNestedForms);
 })();
 
-$(document).on("input", ".line-item-description", function(){
 
+// Keep your existing behavior
+$(document).on("input", ".line-item-description", function () {
   let row = $(this).closest(".line-item");
   row.find(".item-id-field").val("");
-
 });
+
+
+// -------------------------------
+// AUTO-ADD NEW ROW LOGIC
+// -------------------------------
+
+// Reset autoAdded flag if cleared
+document.addEventListener("input", function (e) {
+  if (!e.target.classList.contains("line-item-description")) return;
+
+  const row = e.target.closest(".line-item");
+  if (!row) return;
+
+  if (e.target.value.trim() === "") {
+    row.dataset.autoAdded = "false";
+  }
+});
+
+
+// Add row when leaving last description (without breaking TAB flow)
+document.addEventListener("blur", function (e) {
+  if (!e.target.classList.contains("line-item-description")) return;
+
+  const input = e.target;
+  const row = input.closest(".line-item");
+  if (!row) return;
+
+  const wrapper = input.closest("[data-nested-form]");
+  if (!wrapper) return;
+
+  const container = wrapper.querySelector("[data-nested-form-container]");
+  if (!container) return;
+
+  // Active (visible + not destroyed) rows only
+  const rows = Array.from(
+    container.querySelectorAll(wrapper.dataset.wrapperSelector)
+  ).filter(r => {
+    const destroy = r.querySelector("input[name*='[_destroy]']");
+    const hidden = window.getComputedStyle(r).display === "none";
+    return !(destroy && destroy.value === "1") && !hidden;
+  });
+
+  const lastRow = rows[rows.length - 1];
+
+  // Only last row
+  if (row !== lastRow) return;
+
+  // Must have content
+  if (input.value.trim() === "") return;
+
+  // Prevent duplicate firing
+  if (row.dataset.autoAdded === "true") return;
+
+  // If TAB, ensure user is leaving the row entirely
+  if (lastKeyWasTab) {
+    const next = document.activeElement;
+
+    if (row.contains(next)) {
+      return; // still inside row → allow normal tabbing
+    }
+  }
+
+  row.dataset.autoAdded = "true";
+
+  const addButton = wrapper.querySelector("[data-nested-form-add]");
+  if (addButton) addButton.click();
+
+}, true); // capture phase required for blur

config/locales/en.yml

@@ -33,6 +33,7 @@ en:
   label_no: "No"
   label_qty: "Quantity"
   label_remove: "Remove"
+  label_running_total: "Running Total"
   label_sync_now_accounts: "Sync Accounts"
   label_sync_now_items: "Sync Items"
   label_type: "Type"

init.rb

@@ -14,7 +14,7 @@ Redmine::Plugin.register :redmine_qbo_lineitems do
   name 'Redmine QBO Line Items plugin'
   author 'Rick Barrette'
   description 'A plugin for Redmine to extend the capabilitys of the Redmine QuickBooks Online plugin to attach billable line items to an isuue'
-  version '2026.3.10'
+  version '2026.4.2'
   url 'https://github.com/rickbarrette/redmine_qbo_lineitems'
   author_url 'https://barrettefabrication.com'
   requires_redmine version_or_higher: '6.1.0'
@@ -31,10 +31,12 @@ Redmine::Plugin.register :redmine_qbo_lineitems do
   Issue.safe_attributes :line_items_attributes
 end
 
-# Dynamically load all Hooks & Patches recursively
+# Administration menu extension
-base_dir = File.join(File.dirname(__FILE__), 'lib')
+Redmine::MenuManager.map :admin_menu do |menu|
-
+  menu.push :redmine_qbo_lineitems, { controller: 'items', action: 'index' },
-# '**' looks inside subdirectories, '*.rb' matches Ruby files
+            icon: 'list',
-Dir.glob(File.join(base_dir, '**', '*.rb')).sort.each do |file|
+            caption: :label_items,
-  require file
+            html: { class: 'icon icon-list' }
 end
+
+RedmineQboLineItems.setup

lib/line_items/hooks/issues_save_hook_listener.rb

@@ -8,10 +8,10 @@
 #
 #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 RedmineQboLineItems
+module LineItems
   module Hooks
 
-    class IssuesSaveHookListener < Redmine::Hook::ViewListener
+    class IssuesSaveHookListener < Redmine::Hook::Listener
 
       # Called After Issue Saved
       def controller_issues_edit_after_save(context={})

lib/line_items/hooks/qbo_hook_listener.rb

@@ -8,10 +8,10 @@
 #
 #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 RedmineQboLineItems
+module LineItems
   module Hooks
 
-    class QboHookListener < Redmine::Hook::ViewListener
+    class QboHookListener < Redmine::Hook::Listener
 
       # Called by WebhookProcessJob
       def qbo_additional_entities(context={})

lib/line_items/hooks/view_hook_listener.rb

@@ -8,7 +8,7 @@
 #
 #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 
-module RedmineQboLineItems
+module LineItems
   module Hooks
 
     class ViewHookListener < Redmine::Hook::ViewListener
@@ -25,6 +25,7 @@ module RedmineQboLineItems
       end
 
       def view_issues_edit_notes_bottom(context = {})
+        return if context[:issue].closed?
         context[:controller].send(:render_to_string, {
           partial: 'line_items/issue_form',
             locals: {

lib/line_items/patches/issue_patch.rb

@@ -0,0 +1,75 @@
+#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 LineItems
+  module Patches
+    module IssuePatch extend ActiveSupport::Concern
+      
+      prepended do
+        has_many :line_items, dependent: :destroy
+        accepts_nested_attributes_for :line_items, allow_destroy: true, reject_if: proc { |attrs| attrs['description'].blank? }
+
+        # Returns line items for immediate children
+        def children_line_items
+          LineItem.where(issue_id: self.children.pluck(:id))
+        end
+
+        # Calculates the total value of all child line items
+        def children_line_items_total
+          children_line_items.sum(:line_total)
+        end
+
+        # Returns line items for the entire tree below this issue
+        def descendant_line_items
+          LineItem.where(issue_id: self.descendants.pluck(:id))
+        end
+
+        # Calculates the total value of entire tree below this issue
+        def descendant_line_items_total
+          descendant_line_items.sum(:line_total)
+        end
+
+        def line_items_total
+          line_items.sum(:line_total)
+        end
+
+        def line_items_attributes=(attrs)
+          attrs = attrs.stringify_keys
+
+          # IDs submitted in the form
+          submitted_ids = attrs.values.map { |a| a['id'] }.compact.map(&:to_s)
+
+          # Existing IDs in DB
+          existing_ids = line_items.pluck(:id).map(&:to_s)
+
+          # Find missing ones (these would be implicitly deleted by Rails)
+          missing_ids = existing_ids - submitted_ids
+
+          # Re-add missing records so Rails doesn't delete them
+          missing_ids.each do |id|
+            attrs["preserve_#{id}"] = { 'id' => id }
+          end
+
+          # Only allow explicit deletes or valid updates/creates
+          filtered = attrs.select do |_, item_attrs|
+            item_attrs['_destroy'] == '1' ||
+              item_attrs['id'].present? ||
+              item_attrs['description'].present?
+          end
+
+          super(filtered)
+        rescue => e
+          logger.error "Error processing line items attributes: #{e.message}"
+        end
+
+      end
+    end
+  end
+end

lib/redmine_qbo_line_items.rb

@@ -8,35 +8,14 @@
 #
 #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 'issue'
-
 module RedmineQboLineItems
-  module Patches
-    module IssuePatch
 
-      def self.included(base)
+  def self.setup
-        base.extend(ClassMethods)
+   unless Issue.ancestors.include?(LineItems::Patches::IssuePatch)
-        base.send(:include, InstanceMethods)
+      Issue.prepend LineItems::Patches::IssuePatch
-
+      LineItems::Hooks::IssuesSaveHookListener
-        base.class_eval do
+      LineItems::Hooks::QboHookListener
-          has_many :line_items, dependent: :destroy
+      LineItems::Hooks::ViewHookListener
-          accepts_nested_attributes_for :line_items, 
-            allow_destroy: true, 
-            reject_if: proc { |attrs| attrs['description'].blank? }
     end
-        
-      end
-
-      module ClassMethods
-
-      end
-
-      module InstanceMethods
-
-      end
-
-    end
-
-    Issue.send(:include, IssuePatch)
   end
 end