removed redundant private

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 |
 | --- | --- | --- |
-| 2026.3.5+ | 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/accounts_controller.rb

@@ -0,0 +1,27 @@
+#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 AccountsController < ApplicationController
+  
+  def index
+    @accounts = Account.where(classification: 'Revenue').order(:name)
+  end
+
+  def set_default
+    account = Account.find(params[:default_account_id])
+    account.update(default: true)
+    redirect_to accounts_path, notice: "Default account updated."
+  end
+
+  def sync
+    Account.sync
+    redirect_to :home, flash: { notice: I18n.t(:label_syncing) }
+  end
+end

app/controllers/items_controller.rb

@@ -10,13 +10,98 @@
 
 class ItemsController < ApplicationController
   before_action :require_login
+  before_action :find_item, only: [:show, :edit, :update, :destroy]
 
+  # Used for autocomplete form
   def autocomplete
-    term = params[:q].to_s
+    term = ActiveRecord::Base.sanitize_sql_like(params[:q].to_s)
-    items = Item.where("description LIKE ?", "%#{ActiveRecord::Base.sanitize_sql_like(term)}%").where(active: true).order(:description).limit(20)
+
+    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
+  rescue => e
+    log "Unexpected error creating item: #{e.message}"
+
+    # Regex now matches across line breaks
+    existing_id = e.message[/Duplicate Name Exists Error:[\s\S]*Id=(\d+)/, 1]&.to_i
+
+    if existing_id
+      flash[:error] = "Name already exists. Redirecting to existing item."
+      redirect_to item_path(existing_id)
+    else
+      flash[:error] = e.message
+      redirect_to new_item_path
+    end
+  end
+
+  def destroy
+    @item.destroy
+    redirect_to items_path, notice: l(:notice_successful_delete)
+  end
+
+  def edit
+  rescue => e
+    log "Failed to edit item"
+    flash[:error] = e.message
+    render_404
+  end
+
+  def index
+    @items = Item.order(:name)
+  end
+
+  def new
+    @item = Item.new
+    @item.taxable.nil? ? true : @item.taxable
+  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])
+  rescue => e
+    log "Failed to find item"
+    flash[:error] = e.message
+    render_404
+  end
+
+  def item_params
+    params.require(:item).permit(:name, :description, :sku, :unit_price, :active, :account_id, :type, :taxable)
+  end
+
+  def log(msg)
+    Rails.logger.info "[ItemsController] #{msg}"
+  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}"
@@ -56,8 +58,11 @@ class BillLineItemsJob < ActiveJob::Base
       line.sales_item! do |detail|
         detail.unit_price = item.unit_price
         detail.quantity = item.quantity
+        # Assign "TAX" only if the item is taxable or unknown
+        if item.item.nil? || item.item.taxable
           detail.tax_code_ref = Quickbooks::Model::BaseReference.new("TAX")
         end
+      end
 
       estimate.line_items << line
     end
@@ -66,8 +71,6 @@ class BillLineItemsJob < ActiveJob::Base
     log "Created estimate ##{e.doc_number}"
   end
 
-  private
-
   def log(msg)
     Rails.logger.info "[BillLineItemsJob] #{msg}"
   end

app/models/account.rb

@@ -8,29 +8,34 @@
 #
 #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 ItemSyncJob < ApplicationJob
+class Account < QboBaseModel
-  queue_as :default
+  has_many :items
-  retry_on StandardError, wait: 5.minutes, attempts: 5
+  validates_presence_of :id, :name
+  self.primary_key = :id
+  qbo_sync push: false
+  before_save :clear_other_defaults, if: :default?
 
-  # Performs a sync of items from QuickBooks Online.
+  # Returns the account marked as default
-  def perform(full_sync: false, id: nil)
+  def self.get_default
-    qbo = QboConnectionService.current!
+    find_by(default: true)
-    raise "No QBO configuration found" unless qbo
-
-    log "Starting #{full_sync ? 'full' : 'incremental'} sync for item ##{id || 'all'}..."
-
-    service = ItemSyncService.new(qbo: qbo)
-
-    if id.present?
-      service.sync_by_id(id)
-    else
-      service.sync(full_sync: full_sync)
   end
+
+  # Returns QBO Refrence object for the account
+  def ref
+    r = Quickbooks::Model::BaseReference.new
+    r.value = id
+    r.name = name
+    return r
+  end
+
+  def to_s
+    name
   end
 
   private
 
-  def log(msg)
+  def clear_other_defaults
-    Rails.logger.info "[ItemSyncJob] #{msg}"
+    Account.where.not(id: id).update_all(default: false)
   end
+
 end

app/models/item.rb

@@ -8,33 +8,65 @@
 #
 #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
+  belongs_to :account
   
   validates_presence_of :id, :description
   validates :unit_price, numericality: { greater_than_or_equal_to: 0 }
   self.primary_key = :id
+  self.inheritance_column = :_type_disabled
+  qbo_sync push: true
+  after_initialize :set_defaults, if: :new_record?
+  before_destroy :make_inactive
 
-  # Returns the last sync time formatted for display. If no sync has occurred, returns a default message.
+  # Updates Both local & remote DB account ref
-  def self.last_sync
+  def account_id=(id)
-    return I18n.t(:label_qbo_never_synced) unless maximum(:updated_at)
+    details.income_account_ref = Account.find(id).ref
-    format_time(maximum(:updated_at))
+    super
   end
 
-  # Sync all items, typically triggered by a scheduled task or manual sync request
+  # Updates Both local & remote DB description
-  def self.sync
+  def description=(s)
-    ItemSyncJob.perform_later(full_sync: true)
+    details.description = s
+    super
   end
 
-  # Sync a single items by ID, typically triggered by a webhook notification or manual sync request
+  # Updates Both local & remote DB name 
-  def self.sync_by_id(id)
+  def name=(s)
-    ItemSyncJob.perform_later(id: id)
+    details.name = s
+    super
   end
 
-  private
+  def make_inactive
+    details.active = false
+    push_to_qbo
+  end
 
-  def log(msg)
+  def ref
-    Rails.logger.info "[LineItem] #{msg}"
+    Quickbooks::Model::BaseReference.new
+  end
+  
+  def set_defaults
+    self.taxable = true if taxable.nil?
+  end
+
+  # Updates Both local & remote DB sku
+  def sku=(s)
+    details.sku = s
+    super
+  end
+
+  # Updates Both local & remote DB type
+  def type=(s)
+    details.type = s.to_s
+    super
+  end
+
+   # Updates Both local & remote DB price
+  def unit_price=(s)
+    details.unit_price = s
+    super
   end
 
 end

app/services/account_sync_service.rb

@@ -0,0 +1,23 @@
+#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 AccountSyncService < SyncServiceBase
+
+  private
+
+  # Specify the local model this service syncs
+  def self.model_class
+    Account
+  end
+
+  map_attribute :active, :active?
+  map_attributes :classification, :description, :id, :name
+  
+end

app/services/item_service.rb

@@ -0,0 +1,20 @@
+#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"
+    Quickbooks::Model::Item.new(type: Account.get_default&.ref)
+  end
+
+end

app/services/item_sync_service.rb

@@ -22,17 +22,11 @@ class ItemSyncService < SyncServiceBase
     20
   end
 
-  # Map relevant attributes from the QBO Employee to the local Employee model
+  map_attribute :active, :active?
-  def process_attributes(local, remote)
+  map_attribute :taxable, :taxable?
-    log "Processing Item ##{remote.id}"
+  map_attribute :account do |remote|
-    local.id  = remote.id
+    Account.find remote.income_account_ref.value.to_i
-    local.description = remote.description
-    local.unit_price = remote.unit_price
-    local.active = remote.active?
-  end
-
-  def log(msg)
-    Rails.logger.info "[ItemSyncService] #{msg}"
   end
+  map_attributes :description, :id, :name, :sku, :type, :unit_price
 
 end

app/views/accounts/index.html.erb

@@ -0,0 +1,37 @@
+<h2><%= l(:label_accounts) %></h2>
+
+<%= form_tag set_default_accounts_path, method: :patch do %>
+  <div class="autoscroll">
+    <table class="list accounts">
+      <thead>
+        <tr>
+          <th style="width:50px;"><%= l(:label_default) %></th>
+          <th><%= l(:field_name) %></th>
+          <th><%= l(:field_description) %></th>
+          <th><%= l(:field_classification) %></th>
+          <th class="center"><%= l(:field_active) %></th>
+        </tr>
+      </thead>
+
+      <tbody>
+        <% @accounts.each do |account| %>
+          <tr class="<%= cycle("odd", "even") %>">
+            <td class="center">
+              <%= radio_button_tag "default_account_id", account.id, account.default %>
+            </td>
+            <td class="name"><strong><%= account.name %></strong></td>
+            <td class="description"><%= truncate(account.description, length: 80) %></td>
+            <td class="classification"><%= account.classification %></td>
+            <td class="active center">
+              <%= checked_image account.active %>
+            </td>
+          </tr>
+        <% end %>
+      </tbody>
+    </table>
+  </div>
+
+  <p class="buttons">
+    <%= submit_tag l(:button_save), class: 'button-small' %>
+  </p>
+<% end %>

app/views/items/_form.html.erb

@@ -0,0 +1,50 @@
+<%= labelled_form_for @item do |f| %>
+  <%= error_messages_for 'item' %>
+
+  <div class="box tabular">
+    <p>
+      <%= f.text_field :name, required: true, size: 60 %>
+    </p>
+
+    <p>
+      <%= f.text_field :sku, size: 30 %>
+    </p>
+
+    <p>
+      <%= f.text_area :description, rows: 4, class: 'wiki-edit' %>
+    </p>
+
+    <p>
+      <%= f.text_field :unit_price,
+          class: "price-field",
+          inputmode: "decimal",
+          autocomplete: "off"%>
+    </p>
+
+    <p>
+      <%= f.check_box :taxable %>
+    </p>
+
+    <p>
+      <%= f.label :account_id, l(:label_account) %>
+      <%= f.collection_select :account_id,
+            Account.where(classification: 'Revenue').order(:name),
+            :id,
+            :name,
+            { selected: @item.account_id || Account.get_default&.id, include_blank: true } %>
+    </p>
+
+    <p>
+      <%= f.select :type,
+            Quickbooks::Model::Item::ITEM_TYPES.map { |t| [t, t] },
+            { selected: @item.type || Quickbooks::Model::Item::NON_INVENTORY_TYPE } %>
+    </p>
+
+    <p>
+      <%= f.check_box :active %>
+    </p>
+  </div>
+
+  <%= submit_tag l(:button_save) %>
+  <%= link_to l(:button_cancel), items_path if controller.action_name == 'edit' %>
+<% end %>

app/views/items/edit.html.erb

@@ -0,0 +1,3 @@
+<h2><%=t(:label_edit_item)%></h2>
+
+<%= render "form" %>

app/views/items/index.html.erb

@@ -0,0 +1,56 @@
+<div class="contextual">
+  <%= link_to l(:label_item_new), new_item_path, class: 'icon icon-add' %>
+</div>
+
+<h2><%= l(:label_items) %></h2>
+
+<% if @items.any? %>
+  <div class="autoscroll">
+    <table class="list items">
+      <thead>
+        <tr>
+          <th><%= l(:field_name) %></th>
+          <th><%= l(:field_sku) %></th>
+          <th><%= l(:field_description) %></th>
+          <th><%= l(:field_unit_price) %></th>
+          <th class="center"><%= l(:field_taxable) %></th>
+          <th class="center"><%= l(:field_active) %></th>
+          <th></th>
+        </tr>
+      </thead>
+      <tbody>
+        <% @items.each do |item| %>
+          <tr class="<%= cycle("odd", "even") %>">
+            <td class="name"><%= link_to item.name, item_path(item) %></td>
+            <td class="sku"><%= item.sku %></td>
+            <td class="description"><%= truncate(item.description, length: 60) %></td>
+            <td class="unit_price"><%= number_to_currency(item.unit_price) %></td>
+            <td class="taxable center">
+              <% if item.taxable %>
+                <span class="icon icon-ok" style="color: green;"><%=t(:yes)%></span>
+              <% else %>
+                <span class="icon icon-not-ok" style="color: #999;"><%=t(:no)%></span>
+              <% end %>
+            </td>
+            <td class="active center">
+              <% if item.active %>
+                <span class="icon icon-ok" style="color: green;"><%=t(:yes)%></span>
+              <% else %>
+                <span class="icon icon-not-ok" style="color: #999;"><%=t(:no)%></span>
+              <% end %>
+            </td>
+            <td class="buttons">
+              <%= link_to l(:button_edit), edit_item_path(item), class: 'icon icon-edit' %>
+              <%= link_to l(:button_delete), item_path(item), 
+                          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 %>

app/views/items/new.html.erb

@@ -0,0 +1,5 @@
+<h2><%=t(:label_item_new)%></h2>
+
+<%= render "form" %>
+
+<%= link_to t(:label_back), items_path %>

app/views/items/show.html.erb

@@ -0,0 +1,44 @@
+<div class="contextual">
+  <%= link_to l(:button_edit), edit_item_path(@item), class: 'icon icon-edit' %>
+  <%= link_to l(:button_back), items_path, class: 'icon icon-list' %>
+</div>
+
+<h2><%= t(:item) %># <%= @item.id %> <%= @item.name %></h2>
+
+<div class="issue details"> <div class="attributes">
+    <div class="splitcontent">
+      <div class="splitcontentleft">
+        <p><strong><%=t(:field_sku)%>:</strong> <%= @item.sku.presence || "-" %></p>
+        <p><strong><%=t(:label_type)%>:</strong> <%= @item.type.presence || "-" %></p>
+        <p><strong><%=t(:field_unit_price)%>:</strong> <%= number_to_currency(@item.unit_price) %></p>
+      </div>
+
+      <div class="splitcontentleft">
+        <p><strong><%=t(:label_account)%>:</strong> <%= @item.account&.name || "-" %></p>
+        <p>
+          <strong><%=t(:field_taxable)%>:</strong> 
+          <% if @item.taxable %>
+            <span class="icon icon-ok" style="color: green;"><%=t(:yes)%></span>
+          <% else %>
+            <span class="icon icon-not-ok" style="color: #999;"><%=t(:no)%></span>
+          <% end %>
+        </p>
+        <p>
+          <strong><%=t(:label_active)%>:</strong> 
+          <% if @item.active %>
+            <span class="icon icon-ok" style="color: green;"><%=t(:yes)%></span>
+          <% else %>
+            <span class="icon icon-not-ok" style="color: #999;"><%=t(:no)%></span>
+          <% end %>
+        </p>
+      </div>
+    </div>
+
+    <hr />
+    
+    <p><strong><%=t(:label_description)%>:</strong></p>
+    <div class="wiki" style="padding-left: 20px;">
+      <%= @item.description.presence || "<em>No description provided</em>".html_safe %>
+    </div>
+  </div>
+</div>

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,
+    <%= f.text_field :unit_price,
-          step: 0.01,
           class: "price-field",
+          inputmode: "decimal",
+          autocomplete: "off",
           no_label: true,
           disabled: readonly %>
   </td>

app/views/line_items/_settings.html.erb

@@ -1,5 +1,39 @@
-<div>
+<div class="box tabular">
-  <b><%=t(:label_item_count)%></b> <%= Item.count %> @ <%= Item.last_sync %>
+  <p>
-  <br/>
+    <label><strong><%= t(:label_item_count) %></strong></label>
-  <%=t(:label_last_sync)%> </b> <%= Qbo.last_sync if Qbo.exists? %> 
+    <%= Item.count %> 
+    <em style="color: #777; font-size: 0.9em; margin-left: 8px;">
+      (@ <%= Item.last_sync %>)
+    </em>
+  </p>
+  <p>
+    <label><strong><%= t(:label_account_count) %></strong></label>
+    <%= Account.count %> 
+    <em style="color: #777; font-size: 0.9em; margin-left: 8px;">
+      (@ <%= Account.last_sync %>)
+    </em>
+  </p>
+  <p>
+    <label><strong><%= t(:label_last_sync) %> (QBO)</strong></label>
+    <%= Qbo.exists? ? Qbo.last_sync : 'Never synced' %>
+  </p>
+  <p>
+    <label><strong><%= t(:label_default_account) %></strong></label>
+    <%= Account.get_default %>
+  </p>
 </div>
+
+<fieldset class="box">
+  <legend>Management & Synchronization</legend>
+  
+  <div style="margin-bottom: 15px;">
+    <%= link_to t(:label_sync_now_items), sync_items_path, class: 'button icon icon-reload' %>
+    <%= link_to t(:label_sync_now_accounts), sync_accounts_path, class: 'button icon icon-reload' %>
+  </div>
+
+  <div>
+    <%= link_to t(:label_items), items_path, class: 'icon icon-list' %>
+    <span style="margin: 0 10px; color: #ccc;">|</span>
+    <%= link_to t(:label_accounts), accounts_path, class: 'icon icon-list' %>
+  </div>
+</fieldset>

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,
+                  label: item.description,
-                  value: item.text,
+                  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/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

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

@@ -11,13 +11,33 @@
 # English strings go here for Rails i18n
 # Usage I18n.t(:label)
 en:
+  field_classification: "Classification"
+  field_sku: "SKU"
+  field_taxable: "Taxable"
+  field_unit_price: "Unit Price"
+
+  label_active: "Activie"
+  label_account: "Account"
+  label_accounts: "Accounts"
+  label_back: "Back"
+  label_account_count: "Number of Accounts:"
+  label_default_account: "Default Item Income Account"
   label_description: "Description"
+  label_edit_item: "Edit Item"
   label_item: "Item"
   label_item_count: "Item Count:"
+  label_items: "Items"
   label_line_items: "Line Items"
   label_price: "Unit Price"
+  label_item_new: "New Item"
+  label_no: "No"
   label_qty: "Quantity"
   label_remove: "Remove"
+  label_sync_now_accounts: "Sync Accounts"
+  label_sync_now_items: "Sync Items"
+  label_type: "Type"
   label_total: "Total"
+  label_yes: "Yes"
+
   notice_added_from: "Added from issue #"
   

config/routes.rb

@@ -8,4 +8,16 @@
 #
 #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
+
+resources :accounts do
+  collection do
+    patch :set_default
+    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

db/migrate/004_create_accounts.rb

@@ -0,0 +1,26 @@
+#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 CreateAccounts < ActiveRecord::Migration[7.0]
+  def change
+    create_table :accounts do |t|
+      t.text    :name, null: false
+      t.text    :description
+      t.boolean :active, default: true, null: false
+      t.boolean :default, default: false, null: false
+      t.text    :classification
+      t.timestamps
+    end
+
+    add_reference :items, :account, foreign_key: true
+    add_column :items, :type, :string
+    add_column :items, :taxable, :boolean, null: true
+  end
+end

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 '2026.3.4'
+  version '2026.3.12'
   url 'https://github.com/rickbarrette/redmine_qbo_lineitems'
   author_url 'https://barrettefabrication.com'
   requires_redmine version_or_higher: '6.1.0'
@@ -22,7 +22,7 @@ Redmine::Plugin.register :redmine_qbo_lineitems do
 
   # Ensure redmine_qbo is installed
   begin
-    requires_redmine_plugin :redmine_qbo, version_or_higher: '2026.3.5'
+    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
@@ -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

@@ -8,21 +8,21 @@
 #
 #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={})
         log "Added QBO Item to allowed webook entities"
-        return "Item"
+        return ["Item", "Account"]
       end
 
       # Called by the QboSyncDispatcher
       def qbo_full_sync (context={})
-        log "Adding ItemSyncJob to QBO sync dispatcher"
+        log "Adding Item to QBO sync dispatcher"
-        return ItemSyncJob
+        return [Item, Account]
       end
 
       private

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
@@ -19,11 +19,13 @@ 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
 
       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

@@ -8,35 +8,17 @@
 #
 #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 LineItems
-
-module RedmineQboLineItems
   module Patches
     module IssuePatch
+      extend ActiveSupport::Concern
       
-      def self.included(base)
+      prepended do
-        base.extend(ClassMethods)
-        base.send(:include, InstanceMethods)
-
-        base.class_eval do
         has_many :line_items, dependent: :destroy
         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

lib/redmine_qbo_line_items.rb

@@ -0,0 +1,21 @@
+#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 RedmineQboLineItems
+
+  def self.setup
+   unless Issue.ancestors.include?(LineItems::Patches::IssuePatch)
+      Issue.prepend LineItems::Patches::IssuePatch
+      LineItems::Hooks::IssuesSaveHookListener
+      LineItems::Hooks::QboHookListener
+      LineItems::Hooks::ViewHookListener
+    end
+  end
+end