2026.3.6

README.md

@@ -21,7 +21,7 @@ This plugin allows **billable line items** to be attached to a Redmine issue. Wh
 
 | Plugin Version | Redmine Version | Ruby Version |
 | --- | --- | --- |
-| 2026.3.3+ | 6.1.x | 3.2+ |
+| 2026.3.5+ | 6.1.x | 3.2+ |
 
 ---
 

app/controllers/items_controller.rb

@@ -10,13 +10,70 @@
 
 class ItemsController < ApplicationController
   before_action :require_login
+  before_action :find_item, only: [:show, :edit, :update, :destroy]
 
   def autocomplete
-    term = params[:q].to_s
-    items = Item.where("description LIKE ?", "%#{ActiveRecord::Base.sanitize_sql_like(term)}%").where(active: true).order(:description).limit(20)
+    term = ActiveRecord::Base.sanitize_sql_like(params[:q].to_s)
+
+    items = Item.where("description LIKE :t OR name LIKE :t OR sku LIKE :t", t: "%#{term}%")
+      .where(active: true)
+      .order(:description)
+      .limit(20)
 
     render json: items.map { |i|
-      { id: i.id, text: i.description, price: i.unit_price }
+      { id: i.id, name: i.name, sku: i.sku, description: i.description, price: i.unit_price }
     }
   end
+
+  def create
+    @item = Item.new(item_params)
+
+    if @item.save
+      redirect_to item_path(@item), notice: l(:notice_successful_create)
+    else
+      render :new
+    end
+  end
+
+  def destroy
+    @item.destroy
+    redirect_to items_path, notice: l(:notice_successful_delete)
+  end
+
+  def edit
+  end
+
+   def index
+    @items = Item.order(:name)
+  end
+
+  def new
+    @item = Item.new
+  end
+
+  def show
+  end
+
+  def sync
+    Item.sync
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
+  end
+
+  def update
+    if @item.update(item_params)
+      redirect_to item_path(@item), notice: l(:notice_successful_update)
+    else
+      render :edit
+    end
+  end
+
+  private
+
+  def find_item
+    @item = Item.find(params[:id])
+  end
+
+  def item_params
+    params.require(:item).permit(:name, :description, :sku, :unit_price, :active)
+  end
 end

app/models/item.rb

@@ -15,6 +15,60 @@ class Item < ApplicationRecord
   validates :unit_price, numericality: { greater_than_or_equal_to: 0 }
   self.primary_key = :id
 
+  # Returns the details of the item. If the details have already been fetched, it returns the cached version. Otherwise, it fetches the details from QuickBooks Online and caches them for future use. This method is used to access the item's information in a way that minimizes unnecessary API calls to QBO, improving performance and reducing latency.
+  def details
+    @details ||= begin
+      xml = Rails.cache.fetch(details_cache_key, expires_in: 10.minutes) do
+        fetch_details.to_xml_ns
+      end
+      Quickbooks::Model::Item.from_xml(xml)
+    end
+  end
+
+   # Generates a unique cache key for storing this customer's QBO details.
+  def details_cache_key
+    "item:#{id}:qbo_details:#{updated_at.to_i}"
+  end
+
+
+  # Updates Both local & remote DB description
+  def description=(s)
+    details
+    @details.description = s
+    super
+  end
+
+  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
+  def self.last_sync
+    return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
+    format_time(maximum(:updated_at))
+  end
+
+  # Magic Method
+  # Maps Get/Set methods to QBO item object
+  def method_missing(method_name, *args, &block)
+    if Quickbooks::Model::Item.method_defined?(method_name)
+      details
+      @details.public_send(method_name, *args, &block)
+    else
+      super
+    end
+  end
+
+  # Updates Both local & remote DB name 
+  def name=(s)
+    details
+    @details.name = s
+    super
+  end
+  
+  # Updates Both local & remote DB sku
+  def sku=(s)
+    details
+    @details.sku = s
+    super
+  end
+
   # Sync all items, typically triggered by a scheduled task or manual sync request
   def self.sync
     ItemSyncJob.perform_later(full_sync: true)
@@ -25,10 +79,37 @@ class Item < ApplicationRecord
     ItemSyncJob.perform_later(id: id)
   end
 
+  # Push the updates
+  def save_with_push
+    log "Starting push for item ##{self.id}..."
+    qbo = QboConnectionService.current!
+    ItemService.new(qbo: qbo, item: self).push()
+    Rails.cache.delete(details_cache_key)
+    save_without_push
+  end
+
+   alias_method :save_without_push, :save
+   alias_method :save, :save_with_push
+
+   # Updates Both local & remote DB price
+  def unit_price=(s)
+    details
+    @details.unit_price = s
+    super
+  end
+
   private
   
   def log(msg)
-    Rails.logger.info "[LineItem] #{msg}"
+    Rails.logger.info "[Item] #{msg}"
   end
 
+  # Fetches the item's details from QuickBooks Online. 
+  def fetch_details
+    log "Fetching details for item ##{id} from QBO..."
+    qbo = QboConnectionService.current!
+    ItemService.new(qbo: qbo, item: self).pull()
+  end
+
+
 end

app/services/item_service.rb

@@ -0,0 +1,93 @@
+#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 ItemService
+
+  # Initializes the service with a QBO client and an optional item record. The QBO client is used to communicate with QuickBooks Online, while the item record contains the data that needs to be pushed to QBO. If no item is provided, the service will not perform any operations.
+  def initialize(qbo:, item: nil)
+    raise "No QBO configuration found" unless qbo
+    raise "Item record is required for push operation" unless item
+    @qbo = qbo
+    @item = item
+  end
+
+  def build_qbo_item
+    log "Building new QBO Item"
+    account = default_income_account
+    log "Account: #{account.id} - #{account.name}"
+    income = Quickbooks::Model::BaseReference.new
+    income.value = account.id
+    income.name  = account.name
+
+    Quickbooks::Model::Item.new(
+      type: Quickbooks::Model::Item::NON_INVENTORY_TYPE,
+      income_account_ref: income
+    )
+  end
+
+  def default_income_account
+    log "Looking up sales income account"
+    qbo = QboConnectionService.current!
+    qbo.perform_authenticated_request do |token|
+      service = Quickbooks::Service::Account.new(
+        company_id: qbo.realm_id,
+        access_token: token
+      )
+      service.query("SELECT * FROM Account WHERE AccountType='Income' AND Name LIKE '%Sales%'").first
+    end
+  end
+
+  # Pulls the Item data from QuickBooks Online. 
+  def pull
+    return Quickbooks::Model::Item.new unless @item.present?
+    return build_qbo_item unless @item.id
+    log "Fetching details for item ##{@item.id} from QBO..."
+    qbo = QboConnectionService.current!
+    qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Item.new(
+        company_id: qbo.realm_id,
+        access_token: access_token
+      )
+      service.fetch_by_id(@item.id)
+    end
+  rescue => e
+    log "Fetch failed for #{@item.id}: #{e.message}"
+    build_qbo_item
+  end
+
+   # Pushes the Item data to QuickBooks Online. This method handles the communication with QBO, including authentication and error handling. It uses the QBO client to send the item data and logs the process for monitoring and debugging purposes. If the push is successful, it returns the item record; otherwise, it logs the error and returns false.
+  def push
+    log "Pushing item ##{@item.id} to QBO..."
+
+    item = @qbo.perform_authenticated_request do |access_token|
+      service = Quickbooks::Service::Item.new( 
+        company_id: @qbo.realm_id, 
+        access_token: access_token 
+      )
+      if @item.id.present?
+        service.update(@item.details)
+      else
+        service.create(@item.details)
+      end
+    end
+
+    @item.id = item.id unless @item.persisted?
+    log "Push for item ##{@item.id} completed."
+    return @item
+  end
+
+  private 
+
+  # Log messages with the entity type for better traceability
+  def log(msg)
+    Rails.logger.info "[ItemService] #{msg}"
+  end
+
+end

app/services/item_sync_service.rb

@@ -17,12 +17,24 @@ class ItemSyncService < SyncServiceBase
     Item
   end
 
+  # Specify a page size of 20, as the API only returns 20 items at a time.
+  def self.page_size
+    20
+  end
+
   # Map relevant attributes from the QBO Employee to the local Employee model
   def process_attributes(local, remote)
+    log "Processing Item ##{remote.id}"
     local.id  = remote.id
     local.description = remote.description
     local.unit_price = remote.unit_price
     local.active = remote.active?
+    local.name = remote.name
+    local.sku = remote.sku
+  end
+
+  def log(msg)
+    Rails.logger.info "[ItemSyncService] #{msg}"
   end
 
 end

app/views/items/_form.html.erb

@@ -0,0 +1,43 @@
+<%= form_with model: @item, local: true do |f| %>
+
+  <% if @item.errors.any? %>
+    <div id="errorExplanation">
+      <h2><%= pluralize(@item.errors.count, "error") %></h2>
+      <ul>
+        <% @item.errors.full_messages.each do |msg| %>
+          <li><%= msg %></li>
+        <% end %>
+      </ul>
+    </div>
+  <% end %>
+
+  <p>
+    <%= f.label :name %><br>
+    <%= f.text_field :name, required: true %>
+  </p>
+
+  <p>
+    <%= f.label :sku %><br>
+    <%= f.text_field :sku %>
+  </p>
+
+  <p>
+    <%= f.label :description %><br>
+    <%= f.text_area :description, rows: 3 %>
+  </p>
+
+  <p>
+    <%= f.label :unit_price %><br>
+    <%= f.number_field :unit_price, step: 0.01 %>
+  </p>
+
+  <p>
+    <%= f.label :active %>
+    <%= f.check_box :active %>
+  </p>
+
+  <p>
+    <%= f.submit %>
+  </p>
+
+<% end %>

app/views/items/edit.html.erb

@@ -0,0 +1,5 @@
+<h2>Edit Item</h2>
+
+<%= render "form" %>
+
+<%= link_to "Back", items_path %>

app/views/items/index.html.erb

@@ -0,0 +1,37 @@
+<h2>Items</h2>
+
+<div class="contextual">
+  <%= link_to "New Item", new_item_path, class: "icon icon-add" %>
+</div>
+
+<table class="list items">
+  <thead>
+    <tr>
+      <th>Name</th>
+      <th>SKU</th>
+      <th>Description</th>
+      <th>Price</th>
+      <th>Active</th>
+      <th></th>
+    </tr>
+  </thead>
+
+  <tbody>
+    <% @items.each do |item| %>
+      <tr>
+        <td><%= link_to item.name, item_path(item) %></td>
+        <td><%= item.sku %></td>
+        <td><%= item.description %></td>
+        <td><%= number_to_currency(item.unit_price) %></td>
+        <td><%= item.active ? "Yes" : "No" %></td>
+        <td>
+          <%= link_to "Edit", edit_item_path(item), class: "icon icon-edit" %>
+          <%= link_to "Delete", item_path(item),
+                method: :delete,
+                data: { confirm: "Are you sure?" },
+                class: "icon icon-del" %>
+        </td>
+      </tr>
+    <% end %>
+  </tbody>
+</table>

app/views/items/new.html.erb

@@ -0,0 +1,5 @@
+<h2>New Item</h2>
+
+<%= render "form" %>
+
+<%= link_to "Back", items_path %>

app/views/items/show.html.erb

@@ -0,0 +1,26 @@
+<h2><%= @item.name %></h2>
+
+<p>
+  <strong>SKU:</strong>
+  <%= @item.sku %>
+</p>
+
+<p>
+  <strong>Description:</strong>
+  <%= @item.description %>
+</p>
+
+<p>
+  <strong>Unit Price:</strong>
+  <%= number_to_currency(@item.unit_price) %>
+</p>
+
+<p>
+  <strong>Active:</strong>
+  <%= @item.active ? "Yes" : "No" %>
+</p>
+
+<p>
+  <%= link_to "Edit", edit_item_path(@item), class: "icon icon-edit" %>
+  <%= link_to "Back", items_path %>
+</p>

app/views/line_items/_line_item_fields.html.erb

@@ -23,9 +23,10 @@
   </td>
 
   <td data-label="<%= t :label_price %>">
-    <%= f.number_field :unit_price,
-          step: 0.01,
+    <%= f.text_field :unit_price,
           class: "price-field",
+          inputmode: "decimal",
+          autocomplete: "off",
           no_label: true,
           disabled: readonly %>
   </td>

app/views/line_items/_settings.html.erb

@@ -0,0 +1,6 @@
+<div>
+  <b><%=t(:label_item_count)%></b> <%= Item.count %> @ <%= Item.last_sync %>
+  <br/>
+  <%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> 
+</div>
+<%= link_to t(:label_sync_now), sync_items_path %>

assets/javascripts/autocomplete.js

@@ -2,35 +2,45 @@
 
   window.initLineItemAutocomplete = function(context) {
     let scope = context || document;
+
     $(scope).find(".line-item-description").each(function() {
       if ($(this).data("autocomplete-initialized")) return;
       $(this).data("autocomplete-initialized", true);
 
-      $(this).autocomplete({
+      let ac = $(this).autocomplete({
         appendTo: "body",
         minLength: 2,
+
         source: function(request, response) {
           $.getJSON("/items/autocomplete", { q: request.term })
             .done(function(data) {
+
               response(data.map(function(item) {
                 return {
-                  label: item.text,
-                  value: item.text,
+                  label: item.description,
+                  value: item.description,
                   id: item.id,
+                  name: item.name,
+                  sku: item.sku,
+                  description: item.description,
                   price: item.price || 0
                 };
               }));
+
             })
             .fail(function(err){
               console.error("Autocomplete error:", err);
               response([]);
             });
         },
+
         select: function(event, ui) {
           let $input = $(this);
           let row = $input.closest(".line-item");
 
-          $input.val(ui.item.value);           // <-- set description
+          // set description into input
+          $input.val(ui.item.description);
+
           row.find(".item-id-field").val(ui.item.id);
 
           if (ui.item.price !== undefined && row.find(".price-field").length) {
@@ -39,15 +49,31 @@
 
           updateLineItemTotals();
 
-          return false;  // still prevent default to avoid double entry
+          return false;
         },
+
         change: function(event, ui) {
           if (!ui.item) {
             let row = $(this).closest(".line-item");
             row.find(".item-id-field").val("");
           }
         }
+
       });
+
+      // Custom rendering of autocomplete suggestions
+      ac.autocomplete("instance")._renderItem = function(ul, item) {
+        return $("<li>")
+          .append(
+            "<div class='autocomplete-item'>" +
+              "<div class='item-name'>" + item.name + "</div>" +
+              "<div class='item-sku'>" + item.sku + "</div>" +
+              "<div class='item-description'>" + item.description + "</div>" +
+            "</div>"
+          )
+          .appendTo(ul);
+      };
+
     });
   };
 

assets/javascripts/blur.js

@@ -0,0 +1,33 @@
+function evaluateMathExpression(expr) {
+  if (!expr) return null;
+
+  // allow only digits, decimal, operators, parentheses, spaces
+  if (!/^[0-9+\-*/().\s]+$/.test(expr)) {
+    return null;
+  }
+
+  try {
+    return Function('"use strict"; return (' + expr + ')')();
+  } catch {
+    return null;
+  }
+}
+
+document.addEventListener("blur", function(e) {
+
+  if (!e.target.classList.contains("price-field")) return;
+
+  const field = e.target;
+  const value = field.value.trim();
+
+  const result = evaluateMathExpression(value);
+
+  if (result !== null && !isNaN(result)) {
+    field.value = Number(result).toFixed(2);
+  }
+
+  if (typeof updateLineItemTotals === "function") {
+    updateLineItemTotals();
+  }
+
+}, true);

assets/stylesheets/line_items.css

@@ -15,6 +15,24 @@
   max-width: 120px;
 }
 
+.autocomplete-item {
+  line-height: 1.2;
+}
+
+.item-name {
+  font-weight: 600;
+}
+
+.item-sku {
+  font-size: 0.75em;
+  color: #666;
+}
+
+.item-description {
+  font-size: 0.70em;
+  color: #999;
+}
+
 /* MOBILE MODE */
 @media screen and (max-width: 700px) {
 

config/locales/en.yml

@@ -13,6 +13,7 @@
 en:
   label_description: "Description"
   label_item: "Item"
+  label_item_count: "Item Count:"
   label_line_items: "Line Items"
   label_price: "Unit Price"
   label_qty: "Quantity"

config/routes.rb

@@ -8,4 +8,9 @@
 #
 #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.
 
-get 'items/autocomplete', to: 'items#autocomplete'
+resources :items do
+  collection do
+    get :autocomplete
+    get :sync
+  end
+end

db/migrate/003_update_items.rb

@@ -0,0 +1,16 @@
+#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 UpdateItems < ActiveRecord::Migration[7.0]
+  def change
+    add_column :items, :name, :string, null: false
+    add_column :items, :sku, :string
+  end
+end

init.rb

@@ -14,21 +14,21 @@ 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 '2026.3.2'
-  url 'https://github.com/rickbarrette/redmine_qbo'
+  version '2026.3.6'
+  url 'https://github.com/rickbarrette/redmine_qbo_lineitems'
   author_url 'https://barrettefabrication.com'
   requires_redmine version_or_higher: '6.1.0'
+  settings partial: 'line_items/settings'
 
   # Ensure redmine_qbo is installed
   begin
-    requires_redmine_plugin :redmine_qbo, version_or_higher: '2026.3.3'
+    requires_redmine_plugin :redmine_qbo, version_or_higher: '2026.3.5'
   rescue Redmine::PluginNotFound
     raise 'Please install the redmine_qbo plugin (https://github.com/rickbarrette/redmine_qbo)'
   end
   
   # Add safe attributes for core models
   Issue.safe_attributes :line_items_attributes
-  
 end
 
 # Dynamically load all Hooks & Patches recursively

lib/redmine_qbo_line_items/hooks/view_hook_listener.rb

@@ -19,6 +19,7 @@ module RedmineQboLineItems
           javascript_include_tag( 'nested_form_controller', plugin: :redmine_qbo_lineitems),
           javascript_include_tag("line_items", plugin: :redmine_qbo_lineitems),
           javascript_include_tag("autocomplete", plugin: :redmine_qbo_lineitems),
+          javascript_include_tag("blur", plugin: :redmine_qbo_lineitems),
           stylesheet_link_tag("line_items", plugin: :redmine_qbo_lineitems)
         ])
       end