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@michelle0927 michelle0927 commented Nov 11, 2024

Resolves #14622

Summary by CodeRabbit

Release Notes

  • New Features

    • Introduced modules for creating Accounts Payable Aging Detail Report and Profit and Loss Detail Report, enhancing financial reporting capabilities.
    • Added new properties for report customization, including vendor IDs, accounting methods, and date options.
    • New methods for retrieving specific financial reports have been added to the application configuration.
  • Bug Fixes

    • Improved error handling in existing actions to provide clearer feedback on parameter issues.
  • Version Updates

    • Incremented version numbers for various actions and components to reflect the latest changes and improvements.

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Walkthrough

The changes introduce new modules for generating Accounts Payable (AP) Aging Detail Reports and Profit and Loss Detail Reports in QuickBooks Online. Each module includes properties for filtering reports based on various criteria and implements asynchronous methods to interact with the QuickBooks API. Additionally, several existing modules have had their version numbers incremented and error handling improved, particularly for parsing inputs and validating required parameters.

Changes

File Path Change Summary
components/quickbooks/actions/create-ap-aging-report/create-ap-aging-report.mjs New module for AP Aging Detail Report with properties for filtering and an asynchronous run method.
components/quickbooks/actions/create-pl-report/create-pl-report.mjs New module for Profit and Loss Detail Report with filtering properties and an asynchronous run method.
components/quickbooks/actions/create-bill/create-bill.mjs Version updated from 0.1.5 to 0.1.6; enhanced error handling for lineItems parsing.
components/quickbooks/actions/create-customer/create-customer.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/actions/create-invoice/create-invoice.mjs Version updated from 0.1.5 to 0.1.6; enhanced error handling for required parameters.
components/quickbooks/actions/create-payment/create-payment.mjs Version updated from 0.0.4 to 0.0.5; no logic changes.
components/quickbooks/actions/create-purchase/create-purchase.mjs Version updated from 0.0.3 to 0.0.4; corrected property reference casing.
components/quickbooks/actions/create-sales-receipt/create-sales-receipt.mjs Version updated from 0.0.4 to 0.0.5; improved error handling for lineItems.
components/quickbooks/actions/delete-purchase/delete-purchase.mjs Version updated from 0.0.3 to 0.0.4; no logic changes.
components/quickbooks/actions/get-bill/get-bill.mjs Version updated from 0.1.5 to 0.1.6; clarified error handling for billId.
components/quickbooks/actions/get-customer/get-customer.mjs Version updated from 0.3.5 to 0.3.6; no logic changes.
components/quickbooks/actions/get-invoice/get-invoice.mjs Version updated from 0.2.6 to 0.2.7; added validation for invoiceId.
components/quickbooks/actions/get-my-company/get-my-company.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/actions/get-purchase-order/get-purchase-order.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/actions/get-purchase/get-purchase.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/actions/get-sales-receipt/get-sales-receipt.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/actions/get-time-activity/get-time-activity.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/actions/sandbox-search-invoices/sandbox-search-invoices.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/actions/search-accounts/search-accounts.mjs Version updated from 0.2.5 to 0.2.6; no logic changes.
components/quickbooks/actions/search-customers/search-customers.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/actions/search-items/search-items.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/actions/search-products/search-products.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/actions/search-purchases/search-purchases.mjs Version updated from 0.0.3 to 0.0.4; no logic changes.
components/quickbooks/actions/search-query/search-query.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/actions/search-time-activities/search-time-activities.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/actions/search-vendors/search-vendors.mjs Version updated from 0.1.5 to 0.1.6; enhanced error handling for required parameters.
components/quickbooks/actions/sparse-update-invoice/sparse-update-invoice.mjs Version updated from 0.1.3 to 0.1.4; improved error handling for line items.
components/quickbooks/actions/update-customer/update-customer.mjs Version updated from 0.1.5 to 0.1.6; no logic changes.
components/quickbooks/common/constants.mjs New constants added for reporting functionalities.
components/quickbooks/package.json Package version updated from 0.2.1 to 0.3.0.
components/quickbooks/quickbooks.app.mjs New properties and methods added for report generation and configuration.
components/quickbooks/sources/new-customer-created/new-customer-created.mjs Version updated from 0.0.2 to 0.0.3; no logic changes.
components/quickbooks/sources/new-customer-updated/new-customer-updated.mjs Version updated from 0.0.2 to 0.0.3; no logic changes.
components/quickbooks/sources/new-invoice-created/new-invoice-created.mjs Version updated from 0.0.2 to 0.0.3; no logic changes.
components/quickbooks/sources/new-invoice-updated/new-invoice-updated.mjs Version updated from 0.0.2 to 0.0.3; no logic changes.
components/quickbooks/sources/new-item-created/new-item-created.mjs Version updated from 0.0.2 to 0.0.3; no logic changes.
components/quickbooks/sources/new-item-updated/new-item-updated.mjs Version updated from 0.0.2 to 0.0.3; no logic changes.

Assessment against linked issues

Objective Addressed Explanation
Support creation of AP Aging Detail Report with filtering options and dropdowns (issue #14622)
Support creation of Profit and Loss Detail Report with filtering options and dropdowns (issue #14622)
Use async options for querying terms, vendors, customers, accounts, classes, and departments (issue #14622) Async options for querying not implemented in the new modules.
Include all optional properties for reports (issue #14622) All relevant optional properties included in new modules.
Implement dropdown for column selection in reports (issue #14622) Dropdown options for columns included in the new modules.

🐰 In the meadow, reports take flight,
New modules shine, oh what a sight!
With columns and filters, data's delight,
QuickBooks dances, all feels right!
From aging to profit, numbers galore,
Hop along, let's explore! 🐇✨


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Actionable comments posted: 9

🧹 Outside diff range and nitpick comments (20)
components/quickbooks/actions/get-invoice/get-invoice.mjs (2)

Line range hint 12-16: Fix inconsistency in invoiceId requirement

The invoiceId prop is marked as optional (optional: true) but the run method requires it and throws an error if not provided. This creates a confusing developer experience.

Apply this diff to fix the inconsistency:

    invoiceId: {
      label: "Invoice ID",
      type: "string",
      description: "Id of the invoice to get details of.",
-     optional: true,
    },

Line range hint 24-40: Enhance error handling robustness

While the basic implementation is sound, consider improving error handling:

  1. Add try-catch for API errors
  2. Validate response structure before accessing nested properties

Consider applying this enhancement:

   async run({ $ }) {
     if (!this.invoiceId) {
       throw new ConfigurationError("Must provide invoiceId parameter.");
     }
 
-    const response = await this.quickbooks.getInvoice({
-      $,
-      invoiceId: this.invoiceId,
-      params: {
-        minorversion: this.minorVersion,
-      },
-    });
-
-    if (response) {
-      $.export("summary", `Successfully retrieved invoice with id ${response.Invoice.Id}`);
-    }
+    try {
+      const response = await this.quickbooks.getInvoice({
+        $,
+        invoiceId: this.invoiceId,
+        params: {
+          minorversion: this.minorVersion,
+        },
+      });
+
+      if (!response?.Invoice?.Id) {
+        throw new Error("Received invalid response structure from QuickBooks API");
+      }
+
+      $.export("summary", `Successfully retrieved invoice with id ${response.Invoice.Id}`);
+      return response;
+    } catch (error) {
+      throw new Error(`Failed to retrieve invoice: ${error.message}`);
+    }
-    return response;
   },
components/quickbooks/actions/sparse-update-invoice/sparse-update-invoice.mjs (3)

Line range hint 38-46: Enhance line items parsing and validation

While the current implementation handles JSON parsing errors, it could benefit from additional validation of the parsed line items structure to ensure they match QuickBooks' expected format.

Consider adding structure validation:

 async run({ $ }) {
   try {
-    this.lineItems = this.lineItems.map((lineItem) => typeof lineItem === "string"
-      ? JSON.parse(lineItem)
-      : lineItem);
+    this.lineItems = this.lineItems.map((lineItem) => {
+      const parsed = typeof lineItem === "string" ? JSON.parse(lineItem) : lineItem;
+      if (!parsed.Amount || !parsed.DetailType) {
+        throw new ConfigurationError(`Invalid line item structure. Each item must include Amount and DetailType`);
+      }
+      return parsed;
+    });
   } catch (error) {
     throw new ConfigurationError(`We got an error trying to parse the Line Items prop. Error: ${error}`);
   }

Line range hint 52-52: Add defensive check for Invoice.Line array

The current implementation might throw an error if Invoice.Line is undefined.

Consider this safer approach:

-if (this.lineItems.length) Invoice.Line?.push(...this.lineItems);
+if (this.lineItems.length) {
+  Invoice.Line = Array.isArray(Invoice.Line) ? Invoice.Line : [];
+  Invoice.Line.push(...this.lineItems);
+}

Line range hint 61-65: Add response validation before accessing nested properties

The code assumes the response structure without validation, which could lead to runtime errors.

Consider adding proper validation:

-if (response) {
+if (response?.Invoice?.Id) {
   $.export("summary", `Successfully updated invoice with id ${response.Invoice.Id}`);
+} else {
+  throw new Error("Unexpected response format from QuickBooks API");
 }
components/quickbooks/actions/search-vendors/search-vendors.mjs (3)

Line range hint 44-47: Improve error message specificity

The error message could be more specific about the validation requirements for each parameter.

-      throw new ConfigurationError("Must provide includeClause, whereClause parameters.");
+      throw new ConfigurationError(
+        `Missing required parameters: ${[
+          !this.includeClause && "includeClause",
+          !this.whereClause && "whereClause",
+        ].filter(Boolean).join(", ")}`
+      );

Line range hint 61-63: Fix unnecessary OR condition in maxResults concatenation

The OR condition with an empty string is redundant as the template literal will handle undefined/null values.

-      maxResults = ` MAXRESULTS ${this.maxResults}` || "";
+      maxResults = ` MAXRESULTS ${this.maxResults}`;

Line range hint 66-83: Enhance query construction and response handling

Consider the following improvements:

  1. Use array join for better query construction
  2. Add validation for numeric parameters (startPosition, maxResults)
  3. Include vendor count or IDs in the success message
+    // Validate numeric parameters
+    if (this.startPosition && isNaN(this.startPosition)) {
+      throw new ConfigurationError("Start Position must be a number");
+    }
+    if (this.maxResults && isNaN(this.maxResults)) {
+      throw new ConfigurationError("Max Results must be a number");
+    }
+
+    // Construct query using array join
+    const queryParts = [
+      `select ${this.includeClause}`,
+      `from Vendor`,
+      `where ${this.whereClause}`,
+      this.orderClause && `ORDERBY ${this.orderClause}`,
+      this.startPosition && `STARTPOSITION ${this.startPosition}`,
+      this.maxResults && `MAXRESULTS ${this.maxResults}`,
+    ].filter(Boolean);
+
+    const query = queryParts.join(" ");
     const response = await this.quickbooks.query({
       $,
       params: {
         minorversion: this.minorVersion,
         query,
       },
     });

     if (response) {
-      $.export("summary", "Successfully retrieved vendors");
+      const vendorCount = response.QueryResponse?.Vendor?.length ?? 0;
+      $.export("summary", `Successfully retrieved ${vendorCount} vendors`);
     }
components/quickbooks/actions/create-invoice/create-invoice.mjs (1)

Line range hint 44-54: Enhance error handling for financial data validation

While the current error handling is good, consider these improvements for financial data integrity:

  1. Separate the validation of lineItems and customerRefValue to provide more specific error messages
  2. Add validation for the structure of parsed line items (e.g., required fields, numeric values)

Here's a suggested implementation:

- if (!this.lineItems || !this.customerRefValue) {
-   throw new ConfigurationError("Must provide lineItems, and customerRefValue parameters.");
+ if (!this.lineItems) {
+   throw new ConfigurationError("Must provide lineItems parameter.");
+ }
+ if (!this.customerRefValue) {
+   throw new ConfigurationError("Must provide customerRefValue parameter.");
+ }

  try {
    this.lineItems = this.lineItems.map((lineItem) => typeof lineItem === "string"
      ? JSON.parse(lineItem)
      : lineItem);
+   // Validate structure of each line item
+   this.lineItems.forEach((item, index) => {
+     if (!item.Amount || typeof item.Amount !== 'number') {
+       throw new Error(`Invalid Amount in line item ${index + 1}`);
+     }
+     if (!item.Description) {
+       throw new Error(`Missing Description in line item ${index + 1}`);
+     }
+   });
  } catch (error) {
-   throw new ConfigurationError(`We got an error trying to parse the LineItems. Error: ${error}`);
+   throw new ConfigurationError(`Invalid line items format or structure: ${error.message}`);
  }
components/quickbooks/common/constants.mjs (4)

5-32: LGTM! Consider adding JSDoc documentation.

The AP aging report columns are comprehensive and align well with QuickBooks API requirements. They include all necessary fields for vendor details, aging information, and multi-currency support.

Consider adding JSDoc documentation to describe the purpose and usage of this constant:

+/**
+ * Column options for Accounts Payable Aging Detail Report
+ * These columns align with the QuickBooks Online API response fields
+ * @type {string[]}
+ */
export const AP_AGING_REPORT_COLUMNS = [

72-96: LGTM! Consider adding JSDoc documentation.

The date macro options are comprehensive and well-structured, covering all standard financial reporting periods including fiscal year options.

Consider adding JSDoc documentation:

+/**
+ * Standard QuickBooks date macro options for report filtering
+ * Includes daily, weekly, monthly, quarterly, and yearly periods
+ * with support for fiscal year reporting
+ * @type {string[]}
+ */
export const DATE_MACRO_OPTIONS = [

98-106: Consider adding more payment methods.

The current list of payment methods might be incomplete. QuickBooks supports additional payment methods that are commonly used.

Consider adding these additional payment methods:

export const PAYMENT_METHOD_OPTIONS = [
  "Cash",
  "Check",
  "Dinners Club",
  "American Express",
  "Discover",
  "MasterCard",
  "Visa",
+  "ACH",
+  "Wire Transfer",
+  "PayPal",
+  "Bank Transfer",
+  "EFT",
+  "Other",
];

108-125: LGTM! Consider adding JSDoc documentation.

The account types are comprehensive and follow QuickBooks' standard categorization.

Consider adding JSDoc documentation:

+/**
+ * Standard QuickBooks account types
+ * Used for filtering and categorizing accounts in reports
+ * @type {string[]}
+ */
export const ACCOUNT_TYPE_OPTIONS = [
components/quickbooks/actions/create-bill/create-bill.mjs (2)

Line range hint 44-49: Consider enhancing input validation for lineItems

While the error handling for JSON parsing is good, consider adding validation for:

  1. Line item structure against QuickBooks API requirements (DetailType, Amount, etc.)
  2. Array size limits to prevent potential API limits issues

Example validation:

 try {
   this.lineItems = this.lineItems.map((lineItem) => typeof lineItem === "string"
     ? JSON.parse(lineItem)
     : lineItem);
+  // Validate structure of each line item
+  this.lineItems.forEach((item, index) => {
+    if (!item.DetailType || !item.Amount) {
+      throw new ConfigurationError(
+        `Line item at index ${index} missing required fields DetailType or Amount`
+      );
+    }
+  });
+  // Check array size
+  if (this.lineItems.length > 1000) { // adjust limit as per API docs
+    throw new ConfigurationError("Number of line items exceeds maximum limit");
+  }
 } catch (error) {
   throw new ConfigurationError(`We got an error trying to parse the LineItems. Error: ${error}`);
 }

Line range hint 65-77: Enhance security measures for financial data handling

Consider implementing these security improvements:

  1. Sanitize vendor reference inputs to prevent injection attacks
  2. Validate currency reference values against a whitelist of supported currencies
  3. Limit exposure of internal IDs in success messages

Example implementation:

 const response = await this.quickbooks.createBill({
   $,
   data: {
     VendorRef: {
-      value: this.vendorRefValue,
-      name: this.vendorRefName,
+      value: this.vendorRefValue.trim(),
+      name: this.vendorRefName?.trim(),
     },
     Line: this.lineItems,
     CurrencyRef: {
-      value: this.currencyRefValue,
+      value: this.currencyRefValue?.toUpperCase(),
       name: this.currencyRefName,
     },
   },
   params: {
     minorversion: this.minorVersion,
   },
 });

 if (response) {
-  $.export("summary", `Successfully created bill with id ${response.Bill.Id}`);
+  $.export("summary", "Successfully created bill");
+  // Export ID separately if needed
+  $.export("billId", response.Bill.Id);
 }
components/quickbooks/actions/create-purchase/create-purchase.mjs (1)

Line range hint 79-81: Fix property name mismatch to prevent runtime error

There's a case mismatch between the prop definition and its usage:

  • Prop is defined as minorversion (lowercase)
  • But accessed as this.minorVersion (camelCase)

This will cause the property to be undefined at runtime as JavaScript is case-sensitive.

Apply this fix:

       params: {
-        minorversion: this.minorVersion,
+        minorversion: this.minorversion,
       },
components/quickbooks/actions/create-ap-aging-report/create-ap-aging-report.mjs (1)

1-9: LGTM! Consider enhancing the documentation.

The imports and action metadata are well-structured. The documentation link is helpful.

Consider adding examples of the expected input/output in the description to help users understand how to use this action effectively.

components/quickbooks/quickbooks.app.mjs (1)

219-234: Reduce code duplication in pagination logic

Multiple async options methods share similar pagination logic. Consider extracting the common pattern into a reusable utility function.

+ const getPagedOptions = async (query, entityType, labelField = "Name") => {
+   const position = 1 + (page * 10);
+   const { QueryResponse } = await this.query({
+     params: {
+       query: `select * from ${entityType} maxresults 10 ${page
+         ? `startposition ${position}`
+         : ""} `,
+     },
+   });
+   const records = QueryResponse[entityType];
+   return records?.map(({
+     Id: value, [labelField]: label,
+   }) => ({
+     value,
+     label,
+   })) || [];
+ };

Then use it in each options method:

 async options({ page }) {
-  const position = 1 + (page * 10);
-  const { QueryResponse: { Term: terms } } = await this.query({
-    params: {
-      query: `select * from term maxresults 10 ${page
-        ? `startposition ${position}`
-        : ""} `,
-    },
-  });
-  return terms?.map(({
-    Id: value, Name: label,
-  }) => ({
-    value,
-    label,
-  })) || [];
+  return await getPagedOptions("term", "Term");
 }

Also applies to: 241-256, 263-278, 285-300, 307-322, 329-344

components/quickbooks/actions/create-pl-report/create-pl-report.mjs (2)

9-9: Update description to match the action name and correct documentation link

The action is named "Create Profit and Loss Detail Report", but the description refers to "profit and loss report" and links to the general report documentation. For consistency and clarity, update the description to specify "profit and loss detail report" and update the documentation link to point to the correct API endpoint.

Apply this diff:

  name: "Create Profit and Loss Detail Report",
- description: "Creates a profit and loss report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/profitandloss#query-a-report)",
+ description: "Creates a profit and loss detail report in QuickBooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/profitandlossdetail#profitandlossdetail)",

58-58: Typo in description: change "gain" to "gains"

There's a minor typo in the description. It should read "gains and losses" instead of "gain and losses".

Apply this diff:

  description: "Specifies whether unrealized gain and losses are included in the report",
+ // Change "gain" to "gains"
- description: "Specifies whether unrealized gain and losses are included in the report",
+ description: "Specifies whether unrealized gains and losses are included in the report",
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Reviewing files that changed from the base of the PR and between f35b601 and 7f70d1d.

📒 Files selected for processing (37)
  • components/quickbooks/actions/create-ap-aging-report/create-ap-aging-report.mjs (1 hunks)
  • components/quickbooks/actions/create-bill/create-bill.mjs (1 hunks)
  • components/quickbooks/actions/create-customer/create-customer.mjs (1 hunks)
  • components/quickbooks/actions/create-invoice/create-invoice.mjs (1 hunks)
  • components/quickbooks/actions/create-payment/create-payment.mjs (1 hunks)
  • components/quickbooks/actions/create-pl-report/create-pl-report.mjs (1 hunks)
  • components/quickbooks/actions/create-purchase/create-purchase.mjs (1 hunks)
  • components/quickbooks/actions/create-sales-receipt/create-sales-receipt.mjs (1 hunks)
  • components/quickbooks/actions/delete-purchase/delete-purchase.mjs (1 hunks)
  • components/quickbooks/actions/get-bill/get-bill.mjs (1 hunks)
  • components/quickbooks/actions/get-customer/get-customer.mjs (1 hunks)
  • components/quickbooks/actions/get-invoice/get-invoice.mjs (1 hunks)
  • components/quickbooks/actions/get-my-company/get-my-company.mjs (1 hunks)
  • components/quickbooks/actions/get-purchase-order/get-purchase-order.mjs (1 hunks)
  • components/quickbooks/actions/get-purchase/get-purchase.mjs (1 hunks)
  • components/quickbooks/actions/get-sales-receipt/get-sales-receipt.mjs (1 hunks)
  • components/quickbooks/actions/get-time-activity/get-time-activity.mjs (1 hunks)
  • components/quickbooks/actions/sandbox-search-invoices/sandbox-search-invoices.mjs (1 hunks)
  • components/quickbooks/actions/search-accounts/search-accounts.mjs (1 hunks)
  • components/quickbooks/actions/search-customers/search-customers.mjs (1 hunks)
  • components/quickbooks/actions/search-items/search-items.mjs (1 hunks)
  • components/quickbooks/actions/search-products/search-products.mjs (1 hunks)
  • components/quickbooks/actions/search-purchases/search-purchases.mjs (1 hunks)
  • components/quickbooks/actions/search-query/search-query.mjs (1 hunks)
  • components/quickbooks/actions/search-time-activities/search-time-activities.mjs (1 hunks)
  • components/quickbooks/actions/search-vendors/search-vendors.mjs (1 hunks)
  • components/quickbooks/actions/sparse-update-invoice/sparse-update-invoice.mjs (1 hunks)
  • components/quickbooks/actions/update-customer/update-customer.mjs (1 hunks)
  • components/quickbooks/common/constants.mjs (1 hunks)
  • components/quickbooks/package.json (1 hunks)
  • components/quickbooks/quickbooks.app.mjs (2 hunks)
  • components/quickbooks/sources/new-customer-created/new-customer-created.mjs (1 hunks)
  • components/quickbooks/sources/new-customer-updated/new-customer-updated.mjs (1 hunks)
  • components/quickbooks/sources/new-invoice-created/new-invoice-created.mjs (1 hunks)
  • components/quickbooks/sources/new-invoice-updated/new-invoice-updated.mjs (1 hunks)
  • components/quickbooks/sources/new-item-created/new-item-created.mjs (1 hunks)
  • components/quickbooks/sources/new-item-updated/new-item-updated.mjs (1 hunks)
✅ Files skipped from review due to trivial changes (26)
  • components/quickbooks/actions/create-customer/create-customer.mjs
  • components/quickbooks/actions/create-payment/create-payment.mjs
  • components/quickbooks/actions/create-sales-receipt/create-sales-receipt.mjs
  • components/quickbooks/actions/delete-purchase/delete-purchase.mjs
  • components/quickbooks/actions/get-customer/get-customer.mjs
  • components/quickbooks/actions/get-my-company/get-my-company.mjs
  • components/quickbooks/actions/get-purchase-order/get-purchase-order.mjs
  • components/quickbooks/actions/get-purchase/get-purchase.mjs
  • components/quickbooks/actions/get-sales-receipt/get-sales-receipt.mjs
  • components/quickbooks/actions/get-time-activity/get-time-activity.mjs
  • components/quickbooks/actions/sandbox-search-invoices/sandbox-search-invoices.mjs
  • components/quickbooks/actions/search-accounts/search-accounts.mjs
  • components/quickbooks/actions/search-customers/search-customers.mjs
  • components/quickbooks/actions/search-items/search-items.mjs
  • components/quickbooks/actions/search-products/search-products.mjs
  • components/quickbooks/actions/search-purchases/search-purchases.mjs
  • components/quickbooks/actions/search-query/search-query.mjs
  • components/quickbooks/actions/search-time-activities/search-time-activities.mjs
  • components/quickbooks/actions/update-customer/update-customer.mjs
  • components/quickbooks/package.json
  • components/quickbooks/sources/new-customer-created/new-customer-created.mjs
  • components/quickbooks/sources/new-customer-updated/new-customer-updated.mjs
  • components/quickbooks/sources/new-invoice-created/new-invoice-created.mjs
  • components/quickbooks/sources/new-invoice-updated/new-invoice-updated.mjs
  • components/quickbooks/sources/new-item-created/new-item-created.mjs
  • components/quickbooks/sources/new-item-updated/new-item-updated.mjs
🔇 Additional comments (16)
components/quickbooks/actions/get-bill/get-bill.mjs (2)

Line range hint 1-42: Implementation looks good!

The component is well-structured with:

  • Proper error handling for missing billId
  • Clear documentation and prop descriptions
  • Appropriate API integration with optional minorVersion support
  • Good response handling with meaningful success messages

8-8: Verify the version bump rationale

The version has been incremented from 0.1.5 to 0.1.6, but there are no functional changes in this file. Please ensure this version bump is documented in the changelog and verify if it's related to changes in other QuickBooks components.

✅ Verification successful

Version bump is part of a coordinated update

The version increment from 0.1.5 to 0.1.6 is part of a coordinated version update across multiple QuickBooks components. The search results show that numerous QuickBooks actions have been updated to version 0.1.6, including:

  • create-customer
  • update-customer
  • search-products
  • search-items
  • search-time-activities
  • search-vendors
  • search-query
    And many others.

This appears to be a systematic version bump across the QuickBooks integration components, likely related to the broader changes mentioned in the PR objectives for AP Aging and P&L reports.

🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Description: Check for presence of changelog entries and related version bumps

# Check for CHANGELOG.md files
echo "Searching for changelog files..."
fd -g 'CHANGELOG*.md'

# Look for other QuickBooks components with version changes
echo -e "\nChecking for version changes in other QuickBooks components..."
rg -l '"version": "0.1.6"' components/quickbooks/

Length of output: 317


Script:

#!/bin/bash
# Let's try a different approach to find version changes

# Check version patterns in QuickBooks components
echo "Checking for version patterns in QuickBooks components..."
rg "version.*0\.1\.[56]" components/quickbooks/ -A 1 -B 1

# Check recent changes in changelog
echo -e "\nChecking recent changelog entries..."
tail -n 50 packages/sdk/CHANGELOG.md

# Look for related QuickBooks component changes
echo -e "\nChecking for recent QuickBooks component changes..."
rg "version.*0\.1\." components/quickbooks/actions/ --type js --type mjs

Length of output: 7973

components/quickbooks/actions/get-invoice/get-invoice.mjs (1)

8-8: LGTM: Version increment is appropriate

The version bump from 0.2.6 to 0.2.7 aligns with the changes across other QuickBooks components.

components/quickbooks/actions/sparse-update-invoice/sparse-update-invoice.mjs (3)

9-9: LGTM: Version bump is appropriate

The minor version increment (0.1.3 → 0.1.4) aligns with the nature of the changes, which include enhanced error handling for line item parsing.


Line range hint 11-37: LGTM: Props configuration is complete and well-structured

The props configuration includes all necessary fields for sparse invoice updates and properly references the QuickBooks app's propDefinitions.


Line range hint 38-69: Verify QuickBooks API rate limits and error handling

While the implementation looks correct, ensure it adheres to QuickBooks API best practices.

Let's check the API documentation and other implementations:

✅ Verification successful

Rate limiting and error handling are properly implemented

The implementation follows QuickBooks API best practices with:

  • Exponential backoff retry mechanism for rate limits (429 responses)
  • Proper error handling through the _makeRequest wrapper
  • Consistent usage of minorversion parameter across components

The code is safe to use as it leverages the app's built-in rate limiting and retry mechanisms.

🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Search for rate limiting and error handling patterns across QuickBooks components
rg -l 'minorversion' components/quickbooks/ | xargs rg -A 5 'sparseUpdate|getInvoice'

# Look for retry mechanisms
rg -l 'retry' components/quickbooks/ | xargs cat

Length of output: 24236

components/quickbooks/actions/search-vendors/search-vendors.mjs (3)

8-8: Version update is consistent with related changes

The version bump to 0.1.6 aligns with similar updates across other QuickBooks action files, reflecting the enhanced error handling improvements.


Line range hint 11-42: Props configuration is well-structured

The props configuration properly enforces required fields (includeClause, whereClause) and provides clear descriptions for optional parameters. This aligns well with the QuickBooks API requirements for vendor queries.


Line range hint 66-76: Verify QuickBooks API query syntax and limitations

Please verify:

  1. The SQL-like query syntax matches QuickBooks API requirements
  2. Any rate limiting considerations for large result sets
  3. Best practices for pagination with startPosition and maxResults
✅ Verification successful

Based on the search results, I can now provide a definitive response about the query syntax and pagination implementation in QuickBooks:

QuickBooks query syntax and pagination implementation verified

The query syntax and pagination approach matches QuickBooks API patterns, as evidenced by:

  • The SQL-like syntax with select, from, where clauses is consistently used across multiple QuickBooks components
  • The MAXRESULTS and STARTPOSITION parameters are properly implemented for pagination, matching the patterns used in quickbooks.app.mjs and other components
  • The query construction follows the same format used in other verified QuickBooks actions

The implementation follows QuickBooks best practices:

  • Default page size of 10 records is used in core components
  • Proper spacing in query parameters (e.g. MAXRESULTS ${maxResults})
  • Consistent use of pagination parameters across search operations
🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Search for similar query patterns in other QuickBooks actions
rg -l 'select .* from \w+ where' --type js

# Look for pagination implementations
rg -l 'STARTPOSITION|MAXRESULTS' --type js

# Search for rate limiting handling
rg -l 'RateLimitExceeded|ThrottleExceeded' --type js

Length of output: 144


Script:

#!/bin/bash
# Search for similar query patterns with more context
rg 'select .* from \w+' -A 3 -B 3 components/quickbooks/

# Look for query-related code in QuickBooks components
fd . components/quickbooks/ -e mjs -e js --exec grep -l "query"

# Search for query examples or documentation
fd README.md -X grep -A 5 -B 5 -i "query"

# Look for error handling patterns
rg "throw new Error|catch" components/quickbooks/

Length of output: 189908

components/quickbooks/actions/create-invoice/create-invoice.mjs (2)

8-8: Version bump is appropriate

The increment to version 0.1.6 aligns with the error handling improvements made in this release.


Line range hint 55-71: Add security measures for financial data handling

Since this module handles financial transactions, consider implementing additional security measures:

  1. Validate currency values against a whitelist of supported currencies
  2. Add input sanitization for customer reference values
  3. Implement range validation for monetary amounts

Let's verify the currency handling in the codebase:

components/quickbooks/actions/create-bill/create-bill.mjs (1)

8-8: LGTM: Version update is consistent with other QuickBooks actions

The version bump to 0.1.6 aligns with similar updates across other QuickBooks action files, reflecting the coordinated error handling improvements.

components/quickbooks/actions/create-purchase/create-purchase.mjs (1)

8-8: LGTM: Version bump is appropriate

The version increment from 0.0.3 to 0.0.4 aligns with semantic versioning for a minor fix.

components/quickbooks/actions/create-ap-aging-report/create-ap-aging-report.mjs (1)

18-23: Implementation aligns with PR objectives.

The use of propDefinition for termIds and vendorIds correctly implements the async options requirement from the PR objectives.

Let's verify the async implementation:

Also applies to: 54-59

✅ Verification successful

Implementation correctly uses async options for terms and vendors

The verification confirms that both termIds and vendorIds propDefinitions in the QuickBooks app are properly implemented with async options. The implementation:

  • Uses async options to fetch terms and vendors from QuickBooks API
  • Properly paginates results with maxresults and startposition
  • Returns formatted options with value/label pairs
  • Aligns with the PR objectives for async options support
🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Description: Verify async options implementation

# Check propDefinitions in QuickBooks app
rg -A 10 "termIds.*propDefinition" 
rg -A 10 "vendorIds.*propDefinition"

Length of output: 75


Script:

#!/bin/bash
# Let's try a broader search to locate the QuickBooks app file and verify the implementation

# Find QuickBooks app file
fd -t f quickbooks.app

# Search for terms and vendors related code
rg -l "terms?" --type js --type mjs
rg -l "vendor" --type js --type mjs

# Get content of the specific action file
cat "components/quickbooks/actions/create-ap-aging-report/create-ap-aging-report.mjs"

Length of output: 3269


Script:

#!/bin/bash
# Let's check the QuickBooks app file to verify the propDefinitions for termIds and vendorIds

cat "components/quickbooks/quickbooks.app.mjs"

Length of output: 18347

components/quickbooks/quickbooks.app.mjs (1)

219-234: Prevent SQL injection in query strings

The query string construction in options methods directly interpolates the page parameter. While this is likely safe as page is internally managed, it's better to use parameterized queries or validate the input.

Also applies to: 241-256, 263-278, 285-300, 307-322, 329-344

components/quickbooks/actions/create-pl-report/create-pl-report.mjs (1)

110-116: Ensure propDefinition and options are correctly combined for columns

For the columns prop, you're using both propDefinition and specifying options. If the propDefinition already includes options, specifying them again might be redundant or cause conflicts. Verify that the propDefinition doesn't override the local options. If it does, consider removing one of them to prevent any unintended behavior.

Run the following script to check the final options for the columns prop:

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LGTM!

@michelle0927 michelle0927 merged commit 6b37fff into master Nov 12, 2024
12 checks passed
@michelle0927 michelle0927 deleted the issue-14622 branch November 12, 2024 15:51
lcaresia pushed a commit that referenced this pull request Dec 3, 2024
* new components

* package.json version

* versions
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[ACTION] Quickbooks Online

3 participants