feat(quickbooks): add observable PO-to-bill linking - #6194
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PR SummaryHigh Risk Overview The same changeset also expands QuickBooks integration docs and the block: master-data class/department reads and filters, employee create/update, list filters on transaction reads, richer purchasing line outputs, financial reports, transaction email/PDF, and attachment read/add/download APIs with size limits, file auth, and abort-aware pinned fetches. Reviewed by Cursor Bugbot for commit c8e3098. Bugbot is set up for automated code reviews on this repo. Configure here. |
Greptile SummaryThe PR extends QuickBooks Create Bill with optional line-level Purchase Order references and reports whether QuickBooks returned each requested link.
Confidence Score: 5/5The PR appears safe to merge, although the user explicitly requested that it not be merged automatically. No blocking failure remains.
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| Filename | Overview |
|---|---|
| apps/sim/tools/quickbooks/purchasing_utils.ts | Adds Bill-specific line parsing, PO linkage payload construction, and post-create linkage verification while retaining the shared purchasing-line path. |
| apps/sim/tools/quickbooks/create_bill.ts | Extends Create Bill response transformation and output metadata with observable linkage results. |
| apps/sim/tools/quickbooks/types.ts | Defines linked-transaction shapes, Bill-link inputs and outputs, and richer purchasing transaction line metadata. |
| apps/sim/blocks/blocks/quickbooks.ts | Maps Create Bill through the Bill-specific parser and exposes linkage status fields to workflows. |
| apps/sim/tools/quickbooks/purchasing.test.ts | Covers standalone, linked, partial, missing, mixed, duplicate, and operation-scoped PO-link behavior. |
Sequence Diagram
sequenceDiagram
participant Workflow
participant Tool as Create Bill Tool
participant QBO as QuickBooks
Workflow->>Tool: Bill lines with optional PO and PO-line IDs
Tool->>Tool: Validate paired IDs and build LinkedTxn fields
Tool->>QBO: POST Bill
QBO-->>Tool: Created native Bill
Tool->>Tool: Compare requested links with Bill Line[].LinkedTxn
Tool-->>Workflow: Bill plus linkingSucceeded, linkedLines, missingLinks, warning
Reviews (2): Last reviewed commit: "fix(quickbooks): keep shared line exampl..." | Re-trigger Greptile
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* 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>
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feat/quickbooks-04-accounting
* 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>
* feat(quickbooks): add safe purchasing and payables tools * feat(quickbooks): expose purchasing and payables operations * docs(quickbooks): document purchasing and payables tools * fix(quickbooks): require current purchase payment type * fix(quickbooks): allow rounded purchasing line totals * fix(quickbooks): generate purchasing arrays correctly * fix(quickbooks): validate bill payment accounts * fix(quickbooks): validate bill allocations before account lookup * chore(tools): sync purchasing metadata * fix(quickbooks): sanitize bill payment faults * 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> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>
* feat(quickbooks): add bounded sales transaction reads * feat(quickbooks): add sales and receivables mutations * feat(quickbooks): expose sales operations in the block * fix(quickbooks): address independent sales review * fix(quickbooks): address final integration review * fix(quickbooks): clarify master data output metadata * fix(quickbooks): mark sales pagination outputs optional * fix(quickbooks): validate calculated sales amounts * fix(quickbooks): generate sales arrays correctly * fix(quickbooks): align sales metadata conditions * chore(tools): sync sales metadata * feat(quickbooks): add purchasing and payables (#6159) * feat(quickbooks): add safe purchasing and payables tools * feat(quickbooks): expose purchasing and payables operations * docs(quickbooks): document purchasing and payables tools * fix(quickbooks): require current purchase payment type * fix(quickbooks): allow rounded purchasing line totals * fix(quickbooks): generate purchasing arrays correctly * fix(quickbooks): validate bill payment accounts * fix(quickbooks): validate bill allocations before account lookup * chore(tools): sync purchasing metadata * fix(quickbooks): sanitize bill payment faults * 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> --------- 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>
* feat(quickbooks): add master data and CRUD tools * feat(quickbooks): expose compact master data operations * docs(quickbooks): document master data actions * fix(quickbooks): harden master data outputs * fix(redaction): preserve workflow state tokens * fix(quickbooks): address integration review findings * fix(quickbooks): align item updates and generated docs * fix(quickbooks): sanitize customer tax identifiers * fix(quickbooks): preserve read-write compatibility * fix(quickbooks): use action-first operation labels * test(quickbooks): align operation label expectations * fix(quickbooks): align catalog operation labels * fix(redaction): cover namespaced secret fields * fix(quickbooks): expose master data pagination metadata * fix(quickbooks): omit null optional values * fix(quickbooks): validate master data inputs * chore(tools): sync master data metadata * fix(redaction): anchor workflow token allowlist * feat(quickbooks): add sales and accounts receivable (#6130) * feat(quickbooks): add bounded sales transaction reads * feat(quickbooks): add sales and receivables mutations * feat(quickbooks): expose sales operations in the block * fix(quickbooks): address independent sales review * fix(quickbooks): address final integration review * fix(quickbooks): clarify master data output metadata * fix(quickbooks): mark sales pagination outputs optional * fix(quickbooks): validate calculated sales amounts * fix(quickbooks): generate sales arrays correctly * fix(quickbooks): align sales metadata conditions * chore(tools): sync sales metadata * feat(quickbooks): add purchasing and payables (#6159) * feat(quickbooks): add safe purchasing and payables tools * feat(quickbooks): expose purchasing and payables operations * docs(quickbooks): document purchasing and payables tools * fix(quickbooks): require current purchase payment type * fix(quickbooks): allow rounded purchasing line totals * fix(quickbooks): generate purchasing arrays correctly * fix(quickbooks): validate bill payment accounts * fix(quickbooks): validate bill allocations before account lookup * chore(tools): sync purchasing metadata * fix(quickbooks): sanitize bill payment faults * 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> --------- 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> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain>

What changed
linkingRequested,linkingSucceeded,linkedLines,missingLinks, andlinkingWarning.Why
QuickBooks requires line-level
TxnLineIdvalues to establish PO-to-Bill relationships. It may also create the Bill while silently omitting an invalid or unavailable requested link. The tool therefore verifies the returned Bill and reports exactly which requested links QuickBooks established instead of treating HTTP success as proof of linkage.Validation
staging: approved with no actionable findings.git diff --checkand memory-load audit.Stack
feat/quickbooks-04-accountingat8d443814c4f29f3a8f4acb36fabed7d0df44d182feat/quickbooks-04a-po-bill-linkingThis PR must not be merged automatically.