Use a private note to make it clear where the estimate came from.

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+ |
+| 2026.3.6+ | 6.1.x | 3.2+ |
 
 ---
 
@@ -114,4 +114,4 @@ Before using this plugin:
 > 
 > The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
 > 
-> THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
+> THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

app/controllers/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/jobs/bill_line_items_job.rb

@@ -46,7 +46,9 @@ class BillLineItemsJob < ActiveJob::Base
     
     estimate = Quickbooks::Model::Estimate.new(customer_id: issue.customer.id)
     estimate_service = Quickbooks::Service::Estimate.new( company_id: qbo.realm_id,  access_token: access_token)
-    estimate.line_items << Quickbooks::Model::InvoiceLineItem.new(description: "#{I18n.t(:notice_added_from)}#{issue.id} #{issue.subject}", detail_type: 'DescriptionOnly' )
+    memo = "Added from: #{issue.tracker} ##{issue.id}: #{issue.subject}"
+    estimate.private_note = memo
+    estimate.line_items << Quickbooks::Model::InvoiceLineItem.new(description: memo, detail_type: 'DescriptionOnly' )
     
     unbilled_entries.each do |item|
       log "Creating Line Item for #{item.description}"

app/models/item.rb

@@ -8,27 +8,36 @@
 #
 #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 Item < ApplicationRecord
+class Item < QboBaseModel
   belongs_to :issue
 
   validates_presence_of :id, :description
   validates :unit_price, numericality: { greater_than_or_equal_to: 0 }
   self.primary_key = :id
+  qbo_sync push: true
 
-  # Sync all items, typically triggered by a scheduled task or manual sync request
-  def self.sync
-    ItemSyncJob.perform_later(full_sync: true)
+  # Updates Both local & remote DB description
+  def description=(s)
+    details.description = s
+    super
   end
 
-  # Sync a single items by ID, typically triggered by a webhook notification or manual sync request
-  def self.sync_by_id(id)
-    ItemSyncJob.perform_later(id: id)
+  # Updates Both local & remote DB name 
+  def name=(s)
+    details.name = s
+    super
   end
-
-  private
   
-  def log(msg)
-    Rails.logger.info "[LineItem] #{msg}"
+  # Updates Both local & remote DB sku
+  def sku=(s)
+    details.sku = s
+    super
+  end
+
+   # Updates Both local & remote DB price
+  def unit_price=(s)
+    details.unit_price = s
+    super
   end
 
 end

app/services/item_service.rb

@@ -0,0 +1,36 @@
+#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 < ServiceBase
+
+  private
+
+  def build_qbo_remote
+    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"
+    QboConnectionService.with_qbo_service(entity: Invoice) do |service|
+      service.query("SELECT * FROM Account WHERE AccountType='Income' AND Name LIKE '%Sales%'").first
+    end
+  end
+
+end

app/services/item_sync_service.rb

@@ -17,12 +17,12 @@ class ItemSyncService < SyncServiceBase
     Item
   end
 
-  # Map relevant attributes from the QBO Employee to the local Employee model
-  def process_attributes(local, remote)
-    local.id  = remote.id
-    local.description = remote.description
-    local.unit_price = remote.unit_price
-    local.active = remote.active?
+  # Specify a page size of 20, as the API only returns 20 items at a time.
+  def self.page_size
+    20
   end
 
+  map_attribute :active, :active?
+  map_attributes :description, :id, :name, :sku, :unit_price
+  
 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 '2026.3.8'
+  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: '2026.3.9'
   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/qbo_hook_listener.rb

@@ -21,8 +21,8 @@ module RedmineQboLineItems
 
       # Called by the QboSyncDispatcher
       def qbo_full_sync (context={})
-        log "Adding ItemSyncJob to QBO sync dispatcher"
-        return ItemSyncJob
+        log "Adding Item to QBO sync dispatcher"
+        return Item
       end
 
       private

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