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v0.1.0: test: stop the progress test racing the client (#150)

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@github-actions github-actions released this 18 Oct 00:55
· 22 commits to main since this release
0163d4b

0.1.0 (2026-10-18)

Documentation

  • Add legal note on Intuit SDK and trademarks

  • Spike on events and the Web Connector for remote use

  • Decide not to expose card-processing data, and enforce it

  • User guide, friendlier QuickBooks errors, README

  • Generate the tool reference from the tool schemas

  • Security and privacy model

  • Project scope and explicit non-goals

  • Governance, triage guide and label definitions

  • Decide against in-server file switching, make the lock machine-wide

  • Prompt cookbook and sample company instructions

  • Support policy, upgrades and uninstall

  • Project site for GitHub Pages

  • README comparison with the QuickBooks Online server

  • Tool naming and count guidelines, enforced by tests

  • Roadmap and 1.0 checklist

  • Use neutral wording for local SDK files

  • Building and running from source

Features

  • core: QbXML request builder and response parser

  • core: COM session wrapper over QBXMLRP2

  • core: Cross-process locking, retries and timeouts

  • cli: Add --authorize and --doctor commands

  • core: Configuration model from args, env and file

  • mcp: Stdio server skeleton with get_company tool

  • mcp: Generic query_records tool with filters and paging

  • mcp: Query tools for company, preferences and setup lists

  • mcp: Query tools for customers, vendors, employees, other names, leads

  • mcp: Query tool for items

  • mcp: Query tool for sales transactions

  • mcp: Query tools for purchase transactions and banking

  • mcp: Resources and workflow prompts

  • mcp: Result size cap and sensitive-field redaction

  • reports: Aging reports and report table engine

  • reports: General summary and detail reports

  • reports: Job, time, budget and custom reports

  • reports: Typed columns and markdown table output

  • security: Write gate with read-only default and per-entity allowlist

  • security: Dry-run, confirmation tokens and audit log

  • mcp: Create and update tools for lists, sales and purchase transactions

  • mcp: Delete and void tools with preview and confirmation token

  • mcp: Batch creates and idempotency keys

  • mcp: Inventory sites, stock by site, assemblies and inventory transactions

  • mcp: Time tracking, mileage and to-do tools

  • mcp: Payroll items and reports behind a separate opt-in

  • mcp: Custom fields and sales tax payable

  • mcp: Change detection with modified-since and deleted records

  • packaging: Npm launcher for npx

  • packaging: NuGet MCP package for dnx

  • packaging: Desktop extension bundle (.mcpb)

  • packaging: Publish to the official MCP Registry

  • core: Detect elevation mismatch between QuickBooks and the server

  • core: Logging and a shareable diagnostics report

  • core: QbXML version fallback and per-version field handling

  • core: State currencies for multi-currency companies

  • mcp: Ask the user to approve changes, progress and cancellation

  • mcp: Open records in the QuickBooks window

  • tools: Cover the remaining qbXML queries, merge and subscription delete (#148)

Fixes

  • core: Make queries and reports conform to the qbXML schema

  • mcp: Wrap custom field value deletes in DataExtDel

  • reports: Say which option a report needs instead of a bare QuickBooks status

  • client: Subscription requests, and a live suite that tests every tool (#149)

Maintenance

  • Add project scaffold

  • ci: Build, test and format check on Windows

  • Add contribution standards and community files

  • Add solution layout, central package management and conventions

  • Add fixture-based QuickBooks simulator and opt-in integration test

  • Write-path safety suite

  • Self-contained single-file release for x64 and x86

  • Directory submission kit

  • release: Changelog from conventional commits and release steps

  • Compatibility matrix and read-only integration smoke tests

  • Dependency and code scanning, license check and SBOM

  • deps: Bump the test group with 2 updates (#130)

  • deps: Bump the microsoft group with 1 update (#129)

  • deps: Bump actions/download-artifact from 4 to 8 (#127)

  • deps: Bump actions/upload-artifact from 4 to 7 (#126)

  • deps: Bump actions/attest-build-provenance from 2 to 4 (#124)

  • deps: Bump actions/checkout from 4 to 7 (#123)

  • deps: Bump actions/setup-node from 4 to 7 (#122)

  • Live suite that calls every read-only tool against a real company file (#146)

  • Stop the progress test racing the client (#150)

Performance

  • Short list cache and performance guide

Security

  • Harden against prompt injection from record text