feat(quickbooks): Add missing invoice, estimate, and purchase order actions

components/quickbooks/actions/create-estimate/create-estimate.mjs

@@ -0,0 +1,204 @@
+import { ConfigurationError } from "@pipedream/platform";
+import quickbooks from "../../quickbooks.app.mjs";
+import { 
+  parseLineItems,
+  buildSalesLineItems,
+} from "../../common/utils.mjs";
+
+export default {
+  key: "quickbooks-create-estimate",
+  name: "Create Estimate",
+  description: "Creates an estimate. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/estimate#create-an-estimate)",
+  version: "0.0.1",
+  type: "action",
+  props: {
+    quickbooks,
+    customerRefValue: {
+      propDefinition: [
+        quickbooks,
+        "customer",
+      ],
+    },
+    billEmail: {
+      type: "string",
+      label: "Bill Email",
+      description: "Email address where the estimate should be sent",
+      optional: true,
+    },
+    expirationDate: {
+      type: "string",
+      label: "Expiration Date",
+      description: "Date when the estimate expires (YYYY-MM-DD)",
+      optional: true,
+    },
+    acceptedBy: {
+      type: "string",
+      label: "Accepted By",
+      description: "Name of the customer who accepted the estimate",
+      optional: true,
+    },
+    acceptedDate: {
+      type: "string",
+      label: "Accepted Date",
+      description: "Date when the estimate was accepted (YYYY-MM-DD)",
+      optional: true,
+    },
+    currencyRefValue: {
+      propDefinition: [
+        quickbooks,
+        "currency",
+      ],
+      optional: true,
+    },
+    docNumber: {
+      type: "string",
+      label: "Document Number",
+      description: "Reference number for the transaction",
+      optional: true,
+    },
+    billAddr: {
+      type: "object",
+      label: "Billing Address",
+      description: "Billing address details",
+      optional: true,
+    },
+    shipAddr: {
+      type: "object",
+      label: "Shipping Address",
+      description: "Shipping address details",
+      optional: true,
+    },
+    privateNote: {
+      type: "string",
+      label: "Private Note",
+      description: "Private note for internal use",
+      optional: true,
+    },
+    customerMemo: {
+      type: "string",
+      label: "Customer Memo",
+      description: "Memo visible to customer",
+      optional: true,
+    },
+    taxCodeId: {
+      propDefinition: [
+        quickbooks,
+        "taxCodeId",
+      ],
+    },
+    lineItemsAsObjects: {
+      propDefinition: [
+        quickbooks,
+        "lineItemsAsObjects",
+      ],
+      reloadProps: true,
+    },
+  },
+  async additionalProps() {
+    const props = {};
+    if (this.lineItemsAsObjects) {
+      props.lineItems = {
+        type: "string[]",
+        label: "Line Items",
+        description: "Line items of an estimate. Set DetailType to `SalesItemLineDetail`, `GroupLineDetail`, or `DescriptionOnly`. Example: `{ \"DetailType\": \"SalesItemLineDetail\", \"Amount\": 100.0, \"SalesItemLineDetail\": { \"ItemRef\": { \"name\": \"Services\", \"value\": \"1\" } } }`",
+      };
+      return props;
+    }
+    props.numLineItems = {
+      type: "integer",
+      label: "Number of Line Items",
+      description: "The number of line items to enter",
+      reloadProps: true,
+    };
+    if (!this.numLineItems) {
+      return props;
+    }
+    for (let i = 1; i <= this.numLineItems; i++) {
+      props[`item_${i}`] = {
+        type: "string",
+        label: `Line ${i} - Item ID`,
+        options: async ({ page }) => {
+          return this.quickbooks.getPropOptions({
+            page,
+            resource: "Item",
+            mapper: ({
+              Id: value, Name: label,
+            }) => ({
+              value,
+              label,
+            }),
+          });
+        },
+      };
+      props[`amount_${i}`] = {
+        type: "string",
+        label: `Line ${i} - Amount`,
+      };
+    }
+    return props;
+  },
+  methods: {
+    buildLineItems() {
+      return buildSalesLineItems(this.numLineItems, this);
+    },
+  },
+  async run({ $ }) {
+    if ((!this.numLineItems && !this.lineItemsAsObjects) || !this.customerRefValue) {
+      throw new ConfigurationError("Must provide lineItems and customerRefValue parameters.");
+    }
+
+    const lines = this.lineItemsAsObjects
+      ? parseLineItems(this.lineItems)
+      : this.buildLineItems();
+
+    lines.forEach((line, index) => {
+      if (line.DetailType !== "SalesItemLineDetail" && line.DetailType !== "GroupLineDetail" && line.DetailType !== "DescriptionOnly") {
+        throw new ConfigurationError(`Line Item at index ${index + 1} has invalid DetailType '${line.DetailType}'. Must be 'SalesItemLineDetail', 'GroupLineDetail', or 'DescriptionOnly'`);
+      }
+    });
+
+    const params = {};
+    const data = {
+      Line: lines,
+      CustomerRef: {
+        value: this.customerRefValue,
+      },
+      ExpirationDate: this.expirationDate,
+      AcceptedBy: this.acceptedBy,
+      AcceptedDate: this.acceptedDate,
+      DocNumber: this.docNumber,
+      BillAddr: this.billAddr,
+      ShipAddr: this.shipAddr,
+      PrivateNote: this.privateNote,
+    };
+
+    if (this.billEmail) {
+      params.include = "estimateLink";
+      data.BillEmail = {
+        Address: this.billEmail,
+      };
+    }
+    if (this.currencyRefValue) {
+      data.CurrencyRef = {
+        value: this.currencyRefValue,
+      };
+    }
+    if (this.customerMemo) {
+      data.CustomerMemo = {
+        value: this.customerMemo,
+      };
+    }
+
+    const response = await this.quickbooks.createEstimate({
+      $,
+      params,
+      data,
+    });
+
+    if (response) {
+      $.export("summary", `Successfully created estimate with ID ${response.Estimate.Id}`);
+    }
+
+    return response;
+  },
+}; 

components/quickbooks/actions/create-purchase-order/create-purchase-order.mjs

@@ -0,0 +1,168 @@
+import { ConfigurationError } from "@pipedream/platform";
+import quickbooks from "../../quickbooks.app.mjs";
+import { 
+  parseLineItems,
+  buildPurchaseLineItems,
+} from "../../common/utils.mjs";
+
+export default {
+  key: "quickbooks-create-purchase-order",
+  name: "Create Purchase Order",
+  description: "Creates a purchase order. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/purchaseorder#create-a-purchaseorder)",
+  version: "0.0.1",
+  type: "action",
+  props: {
+    quickbooks,
+    vendorRefValue: {
+      propDefinition: [
+        quickbooks,
+        "vendor",
+      ],
+    },
+    dueDate: {
+      type: "string",
+      label: "Due Date",
+      description: "Date when the purchase order is due (YYYY-MM-DD)",
+      optional: true,
+    },
+    currencyRefValue: {
+      propDefinition: [
+        quickbooks,
+        "currency",
+      ],
+    },
+    docNumber: {
+      type: "string",
+      label: "Document Number",
+      description: "Reference number for the transaction",
+      optional: true,
+    },
+    shipAddr: {
+      type: "object",
+      label: "Shipping Address",
+      description: "Shipping address details",
+      optional: true,
+    },
+    memo: {
+      type: "string",
+      label: "Memo",
+      description: "Memo or note for the purchase order",
+      optional: true,
+    },
+    lineItemsAsObjects: {
+      propDefinition: [
+        quickbooks,
+        "lineItemsAsObjects",
+      ],
+      reloadProps: true,
+    },
+  },
+  async additionalProps() {
+    const props = {};
+    if (this.lineItemsAsObjects) {
+      props.lineItems = {
+        type: "string[]",
+        label: "Line Items",
+        description: "Line items of a purchase order. Set DetailType to `ItemBasedExpenseLineDetail` or `AccountBasedExpenseLineDetail`. Example: `{ \"DetailType\": \"ItemBasedExpenseLineDetail\", \"Amount\": 100.0, \"ItemBasedExpenseLineDetail\": { \"ItemRef\": { \"name\": \"Services\", \"value\": \"1\" } } }`",
+      };
+      return props;
+    }
+    props.numLineItems = {
+      type: "integer",
+      label: "Number of Line Items",
+      description: "The number of line items to enter",
+      reloadProps: true,
+    };
+    if (!this.numLineItems) {
+      return props;
+    }
+    for (let i = 1; i <= this.numLineItems; i++) {
+      props[`detailType_${i}`] = {
+        type: "string",
+        label: `Line ${i} - Detail Type`,
+        options: [
+          { label: "Item Based Expense", value: "ItemBasedExpenseLineDetail" },
+          { label: "Account Based Expense", value: "AccountBasedExpenseLineDetail" }
+        ],
+        default: "ItemBasedExpenseLineDetail",
+      };
+      props[`item_${i}`] = {
+        type: "string",
+        label: `Line ${i} - Item/Account ID`,
+        options: async ({ page }) => {
+          return this.quickbooks.getPropOptions({
+            page,
+            resource: "Item",
+            mapper: ({
+              Id: value, Name: label,
+            }) => ({
+              value,
+              label,
+            }),
+          });
+        },
+      };
+      props[`amount_${i}`] = {
+        type: "string",
+        label: `Line ${i} - Amount`,
+      };
+    }
+    return props;
+  },
+  methods: {
+    buildLineItems() {
+      return buildPurchaseLineItems(this.numLineItems, this);
+    },
+  },
+  async run({ $ }) {
+    if (!this.vendorRefValue) {
+      throw new ConfigurationError("Vendor is required to create a purchase order.");
+    }
+
+    if (!this.numLineItems && !this.lineItemsAsObjects) {
+      throw new ConfigurationError("At least one line item is required. Either specify the number of line items or provide line items as objects.");
+    }
+
+    const lines = this.lineItemsAsObjects
+      ? parseLineItems(this.lineItems)
+      : this.buildLineItems();
+
+    if (!lines || lines.length === 0) {
+      throw new ConfigurationError("No valid line items were provided.");
+    }
+
+    lines.forEach((line, index) => {
+      if (line.DetailType !== "ItemBasedExpenseLineDetail" && line.DetailType !== "AccountBasedExpenseLineDetail") {
+        throw new ConfigurationError(`Line Item at index ${index + 1} has invalid DetailType '${line.DetailType}'. Must be 'ItemBasedExpenseLineDetail' or 'AccountBasedExpenseLineDetail'`);
+      }
+    });
+
+    const data = {
+      Line: lines,
+      VendorRef: {
+        value: this.vendorRefValue,
+      },
+      DueDate: this.dueDate,
+      DocNumber: this.docNumber,
+      ShipAddr: this.shipAddr,
+      Memo: this.memo,
+    };
+
+    if (this.currencyRefValue) {
+      data.CurrencyRef = {
+        value: this.currencyRefValue,
+      };
+    }
+
+    const response = await this.quickbooks.createPurchaseOrder({
+      $,
+      data,
+    });
+
+    if (response) {
+      $.export("summary", `Successfully created purchase order with ID ${response.PurchaseOrder.Id}`);
+    }
+
+    return response;
+  },
+};