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BillLeoutsakosvl346Bill LeoutsakosBill Leoutsakos
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feat(quickbooks): add general accounting operations (#6185)
* feat(quickbooks): add accounting transaction tools * feat(quickbooks): expose accounting operations * docs(quickbooks): generate accounting catalog * fix(quickbooks): preserve accounting amount precision * fix(quickbooks): balance journal entries in exact cents * fix(quickbooks): include account in deposit updates * chore(quickbooks): sync accounting catalog * feat(quickbooks): add observable PO-to-bill linking (#6194) * feat(quickbooks): link bills to purchase order lines * docs(quickbooks): document observable bill linking * fix(quickbooks): document purchase order link identifiers * fix(quickbooks): keep shared line example valid * chore(quickbooks): sync bill linking catalog * feat(quickbooks): add accountant-focused financial reports (#6197) * feat(quickbooks): add verified financial report contracts * feat(quickbooks): expose reports in block and catalog * test(quickbooks): cover null report filters * fix(quickbooks): expose report header time * chore(quickbooks): sync reports catalog * feat(quickbooks): add documents and attachments (#6200) * feat(quickbooks): add document and attachment tools * feat(quickbooks): add bounded document file routes * feat(quickbooks): expose document workflows * fix(quickbooks): enforce attachment upload bounds * fix(quickbooks): tighten document handling * fix(quickbooks): align file response limits * test(quickbooks): cover missing PDF content type * test(quickbooks): cover attachment MIME fallback * fix(quickbooks): redact attachment access URLs * fix(quickbooks): store downloaded documents safely * fix(quickbooks): stop cancelled attachment downloads * fix(quickbooks): correct document schemas and upload bytes * chore(quickbooks): sync document catalog * feat(quickbooks): add accountant filters (#6208) * feat(quickbooks): add safe n8n parity tools * feat(quickbooks): expose accountant parity options * fix(quickbooks): address parity review findings * fix(quickbooks): require recipient for payment email * chore(quickbooks): sync parity catalog --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain>
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Lines changed: 9813 additions & 281 deletions

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‎apps/docs/content/docs/en/integrations/quickbooks.mdx‎

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‎apps/sim/app/api/tools/quickbooks/add-attachment/route.ts‎

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import { createLogger } from '@sim/logger'
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import { getErrorMessage } from '@sim/utils/errors'
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import { type NextRequest, NextResponse } from 'next/server'
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import { quickBooksAddAttachmentContract } from '@/lib/api/contracts/tools/quickbooks'
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import { getValidationErrorMessage, parseRequest } from '@/lib/api/server'
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import { checkInternalAuth } from '@/lib/auth/hybrid'
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import { assertKnownSizeWithinLimit, isPayloadSizeLimitError } from '@/lib/core/utils/stream-limits'
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import { withRouteHandler } from '@/lib/core/utils/with-route-handler'
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import { processFilesToUserFiles } from '@/lib/uploads/utils/file-utils'
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import { downloadServableFileFromStorage } from '@/lib/uploads/utils/file-utils.server'
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import { docNotReadyResponse } from '@/lib/uploads/utils/servable-file-response'
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import { MAX_FILE_SIZE } from '@/lib/uploads/utils/validation'
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import { assertToolFileAccess } from '@/app/api/files/authorization'
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import { buildQuickBooksCompanyUrl, buildQuickBooksHeaders } from '@/tools/quickbooks/client'
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import {
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assertSingleQuickBooksFile,
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buildQuickBooksAttachableMetadata,
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getQuickBooksDocumentError,
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parseQuickBooksAttachableResponse,
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sanitizeQuickBooksFileName,
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validateQuickBooksAttachmentFileType,
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} from '@/tools/quickbooks/documents_utils'
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export const dynamic = 'force-dynamic'
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const logger = createLogger('QuickBooksAddAttachmentAPI')
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export const POST = withRouteHandler(async (request: NextRequest) => {
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const requestId = `quickbooks-attachment-${Date.now()}`
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try {
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const authResult = await checkInternalAuth(request, { requireWorkflowId: false })
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if (!authResult.success || !authResult.userId) {
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return NextResponse.json(
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{ success: false, error: authResult.error || 'Unauthorized' },
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{ status: 401 }
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)
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}
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const parsed = await parseRequest(
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quickBooksAddAttachmentContract,
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request,
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{},
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{
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validationErrorResponse: (error) =>
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NextResponse.json(
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{ success: false, error: getValidationErrorMessage(error, 'Invalid request') },
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{ status: 400 }
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),
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}
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)
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if (!parsed.success) return parsed.response
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const data = parsed.data.body
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request.signal.throwIfAborted()
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const url = buildQuickBooksCompanyUrl(
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data.realmId,
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data.attachmentKind === 'file' ? 'upload' : 'attachable'
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)
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let response: Response
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if (data.attachmentKind === 'note') {
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const metadata = buildQuickBooksAttachableMetadata(data.targetType, data.targetId, {
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note: data.note!,
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})
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response = await fetch(url, {
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method: 'POST',
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headers: {
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...buildQuickBooksHeaders(data.accessToken),
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'Content-Type': 'application/json',
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},
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body: JSON.stringify(metadata),
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signal: request.signal,
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})
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} else {
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request.signal.throwIfAborted()
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const rawFile = assertSingleQuickBooksFile(data.file ?? undefined)
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const files = processFilesToUserFiles([rawFile], requestId, logger)
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if (files.length !== 1) throw new Error('Exactly one valid file is required')
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const file = files[0]
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assertKnownSizeWithinLimit(file.size, MAX_FILE_SIZE, 'QuickBooks attachment file')
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const denied = await assertToolFileAccess(file.key, authResult.userId, requestId, logger)
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if (denied) return denied
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let downloaded: Awaited<ReturnType<typeof downloadServableFileFromStorage>>
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try {
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downloaded = await downloadServableFileFromStorage(file, requestId, logger, {
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maxBytes: MAX_FILE_SIZE,
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signal: request.signal,
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})
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} catch (error) {
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const notReady = docNotReadyResponse(error)
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if (notReady) return notReady
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throw error
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}
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request.signal.throwIfAborted()
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assertKnownSizeWithinLimit(
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downloaded.buffer.length,
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MAX_FILE_SIZE,
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'QuickBooks attachment file'
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)
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if (downloaded.buffer.length === 0)
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throw new Error('QuickBooks attachment file cannot be empty')
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const resolvedName = sanitizeQuickBooksFileName(data.fileName ?? undefined, file.name)
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const storedMime = (downloaded.contentType || file.type || '')
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.split(';', 1)[0]
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.trim()
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.toLowerCase()
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const requestedMime = data.contentType?.trim().toLowerCase() || storedMime
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const mimeType = validateQuickBooksAttachmentFileType(resolvedName, requestedMime)
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if (data.contentType && storedMime && requestedMime !== storedMime) {
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validateQuickBooksAttachmentFileType(resolvedName, storedMime)
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}
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const metadata = buildQuickBooksAttachableMetadata(data.targetType, data.targetId, {
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fileName: resolvedName,
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contentType: mimeType,
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description: data.description ?? undefined,
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})
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const formData = new FormData()
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formData.append(
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'file_metadata_01',
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new Blob([JSON.stringify(metadata)], { type: 'application/json' }),
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'attachment.json'
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)
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formData.append(
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'file_content_01',
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new Blob(
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[
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new Uint8Array(
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downloaded.buffer.buffer as ArrayBuffer,
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downloaded.buffer.byteOffset,
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downloaded.buffer.byteLength
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),
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],
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{ type: mimeType }
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),
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resolvedName
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)
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request.signal.throwIfAborted()
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response = await fetch(url, {
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method: 'POST',
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headers: buildQuickBooksHeaders(data.accessToken),
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body: formData,
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signal: request.signal,
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})
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}
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if (!response.ok) throw await getQuickBooksDocumentError(response, request.signal)
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const transformed = await parseQuickBooksAttachableResponse(response, request.signal)
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return NextResponse.json({
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success: true,
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output: {
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attachment: transformed.attachment,
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attachmentId: transformed.attachment.Id.trim(),
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attachmentKind: data.attachmentKind,
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targetType: data.targetType,
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targetId: data.targetId,
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time: transformed.time,
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},
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})
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} catch (error) {
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logger.error(`[${requestId}] QuickBooks attachment creation failed`, {
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error: getErrorMessage(error),
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})
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return NextResponse.json(
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{ success: false, error: getErrorMessage(error, 'Failed to add QuickBooks attachment') },
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{ status: isPayloadSizeLimitError(error) ? 413 : 500 }
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)
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}
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})

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