feat(quickbooks): add general accounting operations

[BillLeoutsakosvl346]

Summary

• Adds a bounded accounting reader for journal entries, deposits, and transfers.
• Adds explicit create/update tools for journal entries and deposits.
• Exposes 39 total QuickBooks operations with direct block, tool, and registry parity.
• Keeps transfers read-only and updates header-only.

Safety and validation

• Journal entries require explicit posting confirmation and exact balanced integer-cent totals.
• No arbitrary queries, raw payloads, retries, fan-out, automatic pagination, currency controls, or API routes.
• 570 accumulated tests pass, plus type-check, format, lint, API validation, bare-icon, client-boundary, tool-metadata, generated-doc, and memory-bound checks.
• Independent GPT-5.6 Sol high review against the fixed staging comparison found no actionable issues.

Manual acceptance

Live authenticated sandbox execution could not be automated because this environment had no controllable signed-in browser. Request contracts and transformations are covered by sanitized fixtures and the complete local suite.

Stacked on feat/quickbooks-03-payables. Never merge automatically.

[vercel]

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Project	Deployment	Actions	Updated (UTC)
docs	Ready	Preview	Aug 3, 2026 11:52pm

[cursor]

PR Summary

Medium Risk
New routes handle user files, external temporary URLs, and live QuickBooks mutations; safeguards (auth, size limits, pinned fetch) are in place but the surface area is security- and data-sensitive.

Overview
Updates the QuickBooks integration docs to match a much larger block: master data now covers class and department, list reads add activeStatus and date/customer/vendor filters, employee create/update actions are documented, and activeStatus on several update actions is described as optional rather than required. Purchasing outputs document richer line and link shapes, and create bill documents optional Purchase Order line linking plus success/warning outputs.

The intro and usage text no longer say reports and attachments are unsupported; they now describe financial reports, transaction email, PDF download, and attachment read/add/download, plus new action sections for accounting transactions (journal entry, deposit), run financial report, and the document flows.

Adds three internal tool API routes with contracts and a large Vitest suite: download transaction PDF (PDF type and %PDF- checks, size limits, execution vs copilot storage), add attachment (note JSON vs authorized multipart file upload to Intuit), and download attachment (short-lived URL fetch via DNS validation and pinned-IP fetch without auth on redirect). All routes use internal auth, abort signals, and sanitized QuickBooks error handling.

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[BillLeoutsakosvl346]

@greptileai

[greptile-apps]

Greptile Summary

The PR adds bounded QuickBooks journal-entry, deposit, and transfer reading plus create/update operations for journal entries and deposits.

• Adds strict journal/deposit line parsing, balanced integer-cent validation, posting confirmation, and sparse header-only updates.
• Registers five accounting tools and wires them through the QuickBooks block, generated metadata, registry, documentation, and tests.
• Keeps transfer support read-only and disables automatic retries and pagination.

Confidence Score: 5/5

The PR appears safe to merge from a code-review perspective, with no actionable changed-code defects identified.

The accounting operations use fixed entity mappings, bounded validated inputs, exact journal balancing, explicit posting confirmation, header-only sparse updates, and registry/block parity without a concrete reachable failure remaining.

Important Files Changed

Filename	Overview
apps/sim/blocks/blocks/quickbooks.ts	Adds accounting operation UI, conditional inputs, parameter coercion, tool access, and output visibility with registry parity.
apps/sim/tools/quickbooks/accounting_utils.ts	Implements bounded line parsing, exact journal balancing, posting confirmation, and create/sparse-update payload builders.
apps/sim/tools/quickbooks/read_accounting_transactions.ts	Adds fixed list and by-ID reads for journal entries, deposits, and transfers using shared response transformers.
apps/sim/tools/quickbooks/create_journal_entry.ts	Adds a non-retrying authenticated journal-entry creation tool with bounded response handling.
apps/sim/tools/quickbooks/create_deposit.ts	Adds a non-retrying authenticated deposit creation tool with validated account lines.
apps/sim/tools/quickbooks/update_journal_entry.ts	Adds confirmed sparse journal-entry header updates using ID and sync token.
apps/sim/tools/quickbooks/update_deposit.ts	Adds sparse deposit header updates using ID and sync token.
apps/sim/tools/quickbooks/accounting.test.ts	Covers entity mappings, response transformations, line validation, payload construction, confirmation, sparse updates, and block parity.
apps/sim/tools/quickbooks/types.ts	Extends QuickBooks transaction types and output schemas for general-accounting records.
apps/sim/tools/registry.ts	Registers all five new accounting tools consistently with block access and barrel exports.

Flowchart

%%{init: {'theme': 'neutral'}}%%
flowchart LR
  Block[QuickBooks block] --> Params[Resolve and validate parameters]
  Params --> Reader[Read accounting transactions]
  Params --> Journal[Create or update journal entry]
  Params --> Deposit[Create or update deposit]
  Reader --> Types{Transaction type}
  Types --> JE[JournalEntry]
  Types --> DP[Deposit]
  Types --> TR[Transfer - read only]
  Journal --> QBO[QuickBooks Online API]
  Deposit --> QBO
  JE --> QBO
  DP --> QBO
  TR --> QBO

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_{Reviews (1): Last reviewed commit: "fix(quickbooks): balance journal entries..." | Re-trigger Greptile}