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

components/quickbooks/actions/create-ap-aging-report/create-ap-aging-report.mjs

@@ -5,7 +5,7 @@ export default {
   key: "quickbooks-create-ap-aging-report",
   name: "Create AP Aging Detail Report",
   description: "Creates an AP aging report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/apagingdetail#query-a-report)",
-  version: "0.0.3",
+  version: "0.0.4",
   type: "action",
   props: {
     quickbooks,

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

@@ -6,7 +6,7 @@ export default {
   key: "quickbooks-create-bill",
   name: "Create Bill",
   description: "Creates a bill. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/bill#create-a-bill)",
-  version: "0.1.8",
+  version: "0.1.9",
   type: "action",
   props: {
     quickbooks,
@@ -40,7 +40,7 @@ export default {
       props.lineItems = {
         type: "string[]",
         label: "Line Items",
-        description: "Line items of a bill. Set DetailType to `AccountBasedExpenseLineDetail`. Example: `{ \"DetailType\": \"AccountBasedExpenseLineDetail\", \"Amount\": 100.0, \"AccountBasedExpenseLineDetail\": { \"AccountRef\": { \"name\": \"Advertising\", \"value\": \"1\" } } }`",
+        description: "Line items of a bill. Set DetailType to `AccountBasedExpenseLineDetail`. Example: `{ \"DetailType\": \"AccountBasedExpenseLineDetail\", \"Amount\": 100.0, \"AccountBasedExpenseLineDetail\": { \"AccountRef\": { \"name\": \"Advertising\", \"value\": \"1\" } } }` [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/bill#create-a-bill) for more information.",
       };
       return props;
     }

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

@@ -5,7 +5,7 @@ export default {
   key: "quickbooks-create-customer",
   name: "Create Customer",
   description: "Creates a customer. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer#create-a-customer)",
-  version: "0.1.8",
+  version: "0.1.9",
   type: "action",
   props: {
     quickbooks,

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

@@ -0,0 +1,295 @@
+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,
+    },
+    billingStreetAddress: {
+      propDefinition: [
+        quickbooks,
+        "billingStreetAddress",
+      ],
+    },
+    billingCity: {
+      propDefinition: [
+        quickbooks,
+        "billingCity",
+      ],
+    },
+    billingState: {
+      propDefinition: [
+        quickbooks,
+        "billingState",
+      ],
+    },
+    billingZip: {
+      propDefinition: [
+        quickbooks,
+        "billingZip",
+      ],
+    },
+    billingLatitude: {
+      propDefinition: [
+        quickbooks,
+        "billingLatitude",
+      ],
+    },
+    billingLongitude: {
+      propDefinition: [
+        quickbooks,
+        "billingLongitude",
+      ],
+    },
+    shippingStreetAddress: {
+      propDefinition: [
+        quickbooks,
+        "shippingStreetAddress",
+      ],
+    },
+    shippingCity: {
+      propDefinition: [
+        quickbooks,
+        "shippingCity",
+      ],
+    },
+    shippingState: {
+      propDefinition: [
+        quickbooks,
+        "shippingState",
+      ],
+    },
+    shippingZip: {
+      propDefinition: [
+        quickbooks,
+        "shippingZip",
+      ],
+    },
+    shippingLatitude: {
+      propDefinition: [
+        quickbooks,
+        "shippingLatitude",
+      ],
+    },
+    shippingLongitude: {
+      propDefinition: [
+        quickbooks,
+        "shippingLongitude",
+      ],
+    },
+    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\" } } }` [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/estimate#create-an-estimate) for more information.",
+      };
+      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 hasBillingAddress = this.billingStreetAddress
+      || this.billingCity
+      || this.billingState
+      || this.billingZip
+      || this.billingLatitude
+      || this.billingLongitude;
+    const hasShippingAddress = this.shippingStreetAddress
+      || this.shippingCity
+      || this.shippingState
+      || this.shippingZip
+      || this.shippingLatitude
+      || this.shippingLongitude;
+
+    const params = {};
+    const data = {
+      Line: lines,
+      CustomerRef: {
+        value: this.customerRefValue,
+      },
+      ExpirationDate: this.expirationDate,
+      AcceptedBy: this.acceptedBy,
+      AcceptedDate: this.acceptedDate,
+      DocNumber: this.docNumber,
+      BillAddr: hasBillingAddress
+        ? {
+          Line1: this.billingStreetAddress,
+          City: this.billingCity,
+          CountrySubDivisionCode: this.billingState,
+          PostalCode: this.billingZip,
+          Lat: this.billingLatitude,
+          Long: this.billingLongitude,
+        }
+        : undefined,
+      ShipAddr: hasShippingAddress
+        ? {
+          Line1: this.shippingStreetAddress,
+          City: this.shippingCity,
+          CountrySubDivisionCode: this.shippingState,
+          PostalCode: this.shippingZip,
+          Lat: this.shippingLatitude,
+          Long: this.shippingLongitude,
+        }
+        : undefined,
+      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-invoice/create-invoice.mjs

@@ -6,7 +6,7 @@ export default {
   key: "quickbooks-create-invoice",
   name: "Create Invoice",
   description: "Creates an invoice. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice#create-an-invoice)",
-  version: "0.2.2",
+  version: "0.2.3",
   type: "action",
   props: {
     quickbooks,
@@ -102,7 +102,7 @@ export default {
       props.lineItems = {
         type: "string[]",
         label: "Line Items",
-        description: "Line items of an invoice. Set DetailType to `SalesItemLineDetail`, `GroupLineDetail`, or `DescriptionOnly`. Example: `{ \"DetailType\": \"SalesItemLineDetail\", \"Amount\": 100.0, \"SalesItemLineDetail\": { \"ItemRef\": { \"name\": \"Services\", \"value\": \"1\" } } }`",
+        description: "Line items of an invoice. Set DetailType to `SalesItemLineDetail`, `GroupLineDetail`, or `DescriptionOnly`. Example: `{ \"DetailType\": \"SalesItemLineDetail\", \"Amount\": 100.0, \"SalesItemLineDetail\": { \"ItemRef\": { \"name\": \"Services\", \"value\": \"1\" } } }` [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice#create-an-invoice) for more information.",
       };
       return props;
     }

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

@@ -4,7 +4,7 @@ export default {
   key: "quickbooks-create-payment",
   name: "Create Payment",
   description: "Creates a payment. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment#create-a-payment)",
-  version: "0.0.7",
+  version: "0.0.8",
   type: "action",
   props: {
     quickbooks,

components/quickbooks/actions/create-pl-report/create-pl-report.mjs

@@ -7,7 +7,7 @@ export default {
   key: "quickbooks-create-pl-report",
   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)",
-  version: "0.0.3",
+  version: "0.0.4",
   type: "action",
   props: {
     quickbooks,