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Bill LeoutsakosBill Leoutsakos
Bill Leoutsakos
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Bill Leoutsakos
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feat(quickbooks): add safe purchasing and payables tools
1 parent 47bfeb2 commit b35a81e

19 files changed

Lines changed: 1995 additions & 281 deletions

‎apps/sim/tools/quickbooks/create_bill.ts‎

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import { ErrorExtractorId } from '@/tools/error-extractors'
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import { QUICKBOOKS_MAX_RESPONSE_BYTES } from '@/tools/quickbooks/client'
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import { buildQuickBooksCreateBillBody } from '@/tools/quickbooks/purchasing_utils'
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import type {
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QuickBooksCreateBillParams,
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QuickBooksMutationResponse,
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QuickBooksPurchasingTransaction,
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} from '@/tools/quickbooks/types'
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import {
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QUICKBOOKS_MUTATION_OUTPUTS,
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QUICKBOOKS_PURCHASING_TRANSACTION_PROPERTIES,
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} from '@/tools/quickbooks/types'
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import {
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addQuickBooksRequestId,
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buildQuickBooksEntityUrl,
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getQuickBooksToolHeaders,
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transformQuickBooksMutationResponse,
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} from '@/tools/quickbooks/utils'
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import type { ToolConfig } from '@/tools/types'
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export const quickbooksCreateBillTool: ToolConfig<
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QuickBooksCreateBillParams,
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QuickBooksMutationResponse<QuickBooksPurchasingTransaction>
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> = {
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id: 'quickbooks_create_bill',
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name: 'QuickBooks Create Bill',
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description: 'Create a vendor bill without paying it',
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version: '1.0.0',
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params: {
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accessToken: {
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type: 'string',
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required: true,
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visibility: 'hidden',
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description: 'QuickBooks OAuth access token',
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},
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realmId: {
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type: 'string',
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required: true,
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visibility: 'hidden',
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description: 'QuickBooks company ID derived from the connected credential',
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},
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vendorId: {
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type: 'string',
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required: true,
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visibility: 'user-or-llm',
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description: 'Bill vendor ID',
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},
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lines: {
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type: 'json',
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required: true,
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visibility: 'user-or-llm',
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description: 'Bounded account-based or item-based expense lines',
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},
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apAccountId: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Optional accounts-payable account ID',
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},
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transactionDate: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Bill date in YYYY-MM-DD format',
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},
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dueDate: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Bill due date in YYYY-MM-DD format',
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},
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documentNumber: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Optional bill number',
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},
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privateNote: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Internal bill note',
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},
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requestId: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Optional Intuit idempotency request ID, up to 50 characters',
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},
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},
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oauth: {
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required: true,
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provider: 'quickbooks',
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requiredScopes: ['com.intuit.quickbooks.accounting'],
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},
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errorExtractor: ErrorExtractorId.QUICKBOOKS_FAULT,
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request: {
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url: (p) =>
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addQuickBooksRequestId(buildQuickBooksEntityUrl(p.realmId, 'bill'), p.requestId).toString(),
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method: 'POST',
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headers: (p) => getQuickBooksToolHeaders(p.accessToken, 'application/json'),
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body: buildQuickBooksCreateBillBody,
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retry: { enabled: false },
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maxResponseBytes: QUICKBOOKS_MAX_RESPONSE_BYTES,
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},
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transformResponse: (r) =>
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transformQuickBooksMutationResponse<QuickBooksPurchasingTransaction>(r, 'Bill'),
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outputs: {
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record: {
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type: 'json',
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description: 'Created native QuickBooks Bill',
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properties: QUICKBOOKS_PURCHASING_TRANSACTION_PROPERTIES,
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},
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...QUICKBOOKS_MUTATION_OUTPUTS,
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},
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}

‎apps/sim/tools/quickbooks/create_bill_payment.ts‎

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import { ErrorExtractorId } from '@/tools/error-extractors'
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import { QUICKBOOKS_MAX_RESPONSE_BYTES } from '@/tools/quickbooks/client'
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import { buildQuickBooksCreateBillPaymentBody } from '@/tools/quickbooks/purchasing_utils'
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import type {
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QuickBooksCreateBillPaymentParams,
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QuickBooksMutationResponse,
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QuickBooksPurchasingTransaction,
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} from '@/tools/quickbooks/types'
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import {
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QUICKBOOKS_MUTATION_OUTPUTS,
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QUICKBOOKS_PURCHASING_TRANSACTION_PROPERTIES,
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} from '@/tools/quickbooks/types'
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import {
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addQuickBooksRequestId,
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buildQuickBooksEntityUrl,
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getQuickBooksToolHeaders,
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transformQuickBooksMutationResponse,
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} from '@/tools/quickbooks/utils'
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import type { ToolConfig } from '@/tools/types'
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export const quickbooksCreateBillPaymentTool: ToolConfig<
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QuickBooksCreateBillPaymentParams,
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QuickBooksMutationResponse<QuickBooksPurchasingTransaction>
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> = {
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id: 'quickbooks_create_bill_payment',
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name: 'QuickBooks Create Bill Payment',
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description: 'Record a check or credit-card payment allocated to one or more bills',
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version: '1.0.0',
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params: {
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accessToken: {
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type: 'string',
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required: true,
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visibility: 'hidden',
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description: 'QuickBooks OAuth access token',
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},
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realmId: {
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type: 'string',
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required: true,
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visibility: 'hidden',
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description: 'QuickBooks company ID derived from the connected credential',
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},
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vendorId: {
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type: 'string',
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required: true,
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visibility: 'user-or-llm',
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description: 'Vendor whose bills are being paid',
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},
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totalAmount: {
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type: 'number',
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required: true,
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visibility: 'user-or-llm',
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description: 'Positive total payment amount',
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},
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paymentType: {
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type: 'string',
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required: true,
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visibility: 'user-or-llm',
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description: 'Check or credit-card payment type',
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},
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paymentAccountId: {
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type: 'string',
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required: true,
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visibility: 'user-or-llm',
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description: 'Bank or credit-card account ID matching the payment type',
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},
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billAllocations: {
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type: 'json',
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required: true,
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visibility: 'user-or-llm',
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description: 'Bounded Bill ID and amount allocations that equal totalAmount',
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},
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transactionDate: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Payment date in YYYY-MM-DD format',
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},
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privateNote: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Internal payment note',
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},
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requestId: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Optional Intuit idempotency request ID, up to 50 characters',
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},
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},
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oauth: {
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required: true,
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provider: 'quickbooks',
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requiredScopes: ['com.intuit.quickbooks.accounting'],
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},
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errorExtractor: ErrorExtractorId.QUICKBOOKS_FAULT,
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request: {
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url: (p) =>
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addQuickBooksRequestId(
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buildQuickBooksEntityUrl(p.realmId, 'billpayment'),
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p.requestId
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).toString(),
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method: 'POST',
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headers: (p) => getQuickBooksToolHeaders(p.accessToken, 'application/json'),
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body: buildQuickBooksCreateBillPaymentBody,
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retry: { enabled: false },
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maxResponseBytes: QUICKBOOKS_MAX_RESPONSE_BYTES,
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},
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transformResponse: (r) =>
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transformQuickBooksMutationResponse<QuickBooksPurchasingTransaction>(r, 'BillPayment'),
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outputs: {
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record: {
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type: 'json',
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description: 'Created native QuickBooks BillPayment',
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properties: QUICKBOOKS_PURCHASING_TRANSACTION_PROPERTIES,
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},
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...QUICKBOOKS_MUTATION_OUTPUTS,
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},
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}

‎apps/sim/tools/quickbooks/create_purchase.ts‎

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import { ErrorExtractorId } from '@/tools/error-extractors'
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import { QUICKBOOKS_MAX_RESPONSE_BYTES } from '@/tools/quickbooks/client'
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import { buildQuickBooksCreatePurchaseBody } from '@/tools/quickbooks/purchasing_utils'
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import type {
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QuickBooksCreatePurchaseParams,
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QuickBooksMutationResponse,
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QuickBooksPurchasingTransaction,
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} from '@/tools/quickbooks/types'
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import {
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QUICKBOOKS_MUTATION_OUTPUTS,
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QUICKBOOKS_PURCHASING_TRANSACTION_PROPERTIES,
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} from '@/tools/quickbooks/types'
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import {
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addQuickBooksRequestId,
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buildQuickBooksEntityUrl,
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getQuickBooksToolHeaders,
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transformQuickBooksMutationResponse,
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} from '@/tools/quickbooks/utils'
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import type { ToolConfig } from '@/tools/types'
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export const quickbooksCreatePurchaseTool: ToolConfig<
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QuickBooksCreatePurchaseParams,
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QuickBooksMutationResponse<QuickBooksPurchasingTransaction>
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> = {
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id: 'quickbooks_create_purchase',
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name: 'QuickBooks Create Purchase',
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description: 'Record a cash, check, or credit-card purchase with bounded expense lines',
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version: '1.0.0',
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params: {
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accessToken: {
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type: 'string',
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required: true,
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visibility: 'hidden',
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description: 'QuickBooks OAuth access token',
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},
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realmId: {
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type: 'string',
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required: true,
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visibility: 'hidden',
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description: 'QuickBooks company ID derived from the connected credential',
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},
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paymentType: {
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type: 'string',
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required: true,
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visibility: 'user-or-llm',
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description: 'Cash, check, or credit-card purchase type',
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},
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paymentAccountId: {
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type: 'string',
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required: true,
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visibility: 'user-or-llm',
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description: 'Bank or credit-card account ID matching the purchase type',
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},
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lines: {
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type: 'json',
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required: true,
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visibility: 'user-or-llm',
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description: 'Bounded account-based or item-based expense lines',
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},
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vendorId: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Optional vendor payee ID',
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},
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transactionDate: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Purchase date in YYYY-MM-DD format',
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},
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paymentReference: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Optional payment reference number',
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},
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privateNote: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Internal purchase note',
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},
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requestId: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Optional Intuit idempotency request ID, up to 50 characters',
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},
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},
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oauth: {
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required: true,
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provider: 'quickbooks',
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requiredScopes: ['com.intuit.quickbooks.accounting'],
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},
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errorExtractor: ErrorExtractorId.QUICKBOOKS_FAULT,
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request: {
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url: (p) =>
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addQuickBooksRequestId(
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buildQuickBooksEntityUrl(p.realmId, 'purchase'),
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p.requestId
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).toString(),
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method: 'POST',
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headers: (p) => getQuickBooksToolHeaders(p.accessToken, 'application/json'),
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body: buildQuickBooksCreatePurchaseBody,
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retry: { enabled: false },
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maxResponseBytes: QUICKBOOKS_MAX_RESPONSE_BYTES,
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},
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transformResponse: (r) =>
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transformQuickBooksMutationResponse<QuickBooksPurchasingTransaction>(r, 'Purchase'),
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outputs: {
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record: {
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type: 'json',
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description: 'Created native QuickBooks Purchase',
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properties: QUICKBOOKS_PURCHASING_TRANSACTION_PROPERTIES,
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},
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...QUICKBOOKS_MUTATION_OUTPUTS,
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},
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}

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