2026.9.0

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/line_items/_issue_form.html.erb

@@ -45,11 +45,14 @@
     </template>
 
     <p>
-      <button type="button"
+        
-              class="icon icon-add"
+      <% if User.current.allowed_to?(:add_line_items, nil, global: true) %>
-              data-nested-form-add>
+        <button type="button"
-        <%= l(:button_add) %>
+                class="icon icon-add"
-      </button>
+                data-nested-form-add>
+          <%= l(:button_add) %>
+        </button>
+      <% end %>
     </p>
   <% end %>
 

app/views/line_items/_issue_line_items.html.erb

@@ -1,39 +1,57 @@
-<% 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>
 
-  <table class="list line-items-table">
+  <% total = 0 %>
-    <thead>
-      <tr>
-        <th style="width:70%;"><%= t :label_description %></th>
-        <th style="width:10%;"><%= t :label_qty %></th>
-        <th style="width:10%;"><%= t :label_price %></th>
-        <th style="width:10%;"><%= t :label_total %></th>
-      </tr>
-    </thead>
 
-    <tbody>
+  <% if @issue.line_items.any?%>
-      <% total = 0 %>
-
-      <% @issue.line_items.each do |item| %>
-        <% line_total = item.quantity.to_f * item.unit_price.to_f %>
-        <% total += line_total %>
 
+    <table class="list line-items-table">
+      <thead>
         <tr>
-          <td><%= h item.description %></td>
+          <th style="width:70%;"><%= t :label_description %></th>
-          <td><%= item.quantity %></td>
+          <th style="width:10%;"><%= t :label_qty %></th>
-          <td><%= number_to_currency(item.unit_price) %></td>
+          <th style="width:10%;"><%= t :label_price %></th>
-          <td><%= number_to_currency(line_total) %></td>
+          <th style="width:10%;"><%= t :label_total %></th>
+        </tr>
+      </thead>
+
+      <tbody>
+
+        <% @issue.line_items.each do |item| %>
+          <% line_total = item.quantity.to_f * item.unit_price.to_f %>
+          <% total += line_total %>
+
+          <tr>
+            <td><%= h item.description %></td>
+            <td><%= item.quantity %></td>
+            <td><%= number_to_currency(item.unit_price) %></td>
+            <td><%= number_to_currency(line_total) %></td>
+          </tr>
+        <% 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>
+          </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 %>
-    </tbody>
-
-    <tfoot>
-      <tr>
-        <td colspan="3" style="text-align:right;"><strong><%= t :label_total %></strong></td>
-        <td><strong><%= number_to_currency(total) %></strong></td>
-      </tr>
     </tfoot>
   </table>
 </div>

app/views/line_items/_line_item_fields.html.erb

@@ -35,13 +35,15 @@
     0.00
   </td>
 
-  <% unless readonly %>
+  <% if User.current.allowed_to?(:delete_line_items, nil, global: true) %>
-    <td class="actions">
+    <% unless readonly %>
-      <button type="button"
+      <td class="actions">
-              class="icon-only icon-del"
+        <button type="button"
-              title="<%= l(:label_remove) %>"
+                class="icon-only icon-del"
-              data-nested-form-remove>
+                title="<%= l(:label_remove) %>"
-      </button>
+                data-nested-form-remove>
-    </td>
+        </button>
+      </td>
+    <% end %>
   <% end %>
 </tr>

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 '2026.3.11'
+  version '2026.9.0'
   url 'https://github.com/rickbarrette/redmine_qbo_lineitems'
   author_url 'https://barrettefabrication.com'
   requires_redmine version_or_higher: '6.1.0'
@@ -29,14 +29,12 @@ Redmine::Plugin.register :redmine_qbo_lineitems do
   
   # Add safe attributes for core models
   Issue.safe_attributes :line_items_attributes
-end
 
-# Administration menu extension
+  # Global Permissions
-Redmine::MenuManager.map :admin_menu do |menu|
+  permission :view_line_items, { line_items: [:index, :show] }, global: true
-  menu.push :redmine_qbo_lineitems, { controller: 'items', action: 'index' },
+  permission :add_line_items, { line_items: [:new, :create] }, global: true
-            icon: 'list',
+  permission :edit_line_items, { line_items: [:edit, :update] }, global: true
-            caption: :label_items,
+  permission :delete_line_items, { line_items: [:destroy] }, global: true
-            html: { class: 'icon icon-list' }
 end
 
 RedmineQboLineItems.setup

lib/line_items/hooks/view_hook_listener.rb

@@ -24,18 +24,18 @@ module LineItems
         ])
       end
 
+      # Add the line items form to the issue edit page
       def view_issues_edit_notes_bottom(context = {})
         return if context[:issue].closed?
-        context[:controller].send(:render_to_string, {
+        return unless User.current.allowed_to?(:edit_line_items, nil, global: true)
-          partial: 'line_items/issue_form',
+        context[:controller].send(:render_to_string, { partial: 'line_items/issue_form', locals: { f: context[:form] } })
-            locals: {
-              f: context[:form]
-            } 
-          }
-        )
       end
 
-      render_on :view_issues_show_description_bottom , partial: 'line_items/issue_line_items'
+      # Add the line items to the issue view page
+      def view_issues_show_description_bottom (context = {})
+        return unless User.current.allowed_to?(:view_line_items, nil, global: true)
+        context[:controller].send(:render_to_string, { partial: 'line_items/issue_line_items', locals: { issue: context[:issue] } })
+      end
 
     end
   end

lib/line_items/patches/issue_patch.rb

@@ -10,14 +10,65 @@
 
 module LineItems
   module Patches
-    module IssuePatch
+    module IssuePatch extend ActiveSupport::Concern
-      extend ActiveSupport::Concern
       
       prepended do
         has_many :line_items, dependent: :destroy
-        accepts_nested_attributes_for :line_items, 
+        accepts_nested_attributes_for :line_items, allow_destroy: true, reject_if: proc { |attrs| attrs['description'].blank? }
-          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

lib/redmine_qbo_line_items.rb

@@ -12,10 +12,18 @@ module RedmineQboLineItems
 
   def self.setup
    unless Issue.ancestors.include?(LineItems::Patches::IssuePatch)
+      # Patches
       Issue.prepend LineItems::Patches::IssuePatch
+
+      # Hooks
       LineItems::Hooks::IssuesSaveHookListener
       LineItems::Hooks::QboHookListener
       LineItems::Hooks::ViewHookListener
+
+      # Administration menu extension
+      Redmine::MenuManager.map :admin_menu do |menu|
+        menu.push :redmine_qbo_lineitems, { controller: 'items', action: 'index' }, icon: 'list', caption: :label_items, html: { class: 'icon icon-list' }
+      end
     end
   end
 end