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feat(quickbooks): add purchasing and payables - #6159

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BillLeoutsakosvl346 wants to merge 8 commits into
feat/quickbooks-02-salesfrom
feat/quickbooks-03-payables
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feat(quickbooks): add purchasing and payables#6159
BillLeoutsakosvl346 wants to merge 8 commits into
feat/quickbooks-02-salesfrom
feat/quickbooks-03-payables

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@BillLeoutsakosvl346

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Summary

Adds QuickBooks purchasing and accounts-payable support as the third stacked PR.

  • replaces the standalone Bill and Purchase Order list actions with one bounded purchasing reader
  • adds safe create and header-only update operations for Purchase Orders, Bills, Bill Payments, Vendor Credits, and Purchases/Expenses
  • keeps PO-to-Bill linking and unsafe collection/payment changes out of scope
  • preserves one-request execution, bounded inputs/responses, and existing OAuth/company binding

This PR is stacked on feat/quickbooks-02-sales and should not be merged before its parent.

Safety choices

  • list pages, purchasing lines, and Bill allocations are capped at 100
  • updates require current SyncToken values
  • Bill, BillPayment, and VendorCredit updates resend required Vendor references
  • BillPayment and Purchase updates cannot silently alter allocations, lines, payment type, or payment account
  • no automatic pagination, retries, fan-out, payments, deletes, or PO conversion

Validation

  • live Intuit sandbox acceptance for all eleven operations and relevant fault cases
  • independent gpt-5.6-sol review against staging: approved with no findings
  • 12 focused regression suites: 492 tests passed in the final independent review
  • Sim type-check
  • formatter and lint checks
  • API-contract, bare-icon, icon-path, and client-boundary checks
  • documentation generation and memory-load audit
  • git diff --check

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vercel Bot commented Aug 1, 2026

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@cursor

cursor Bot commented Aug 1, 2026

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PR Summary

Medium Risk
Adds live QuickBooks payment and bill-mutation paths with financial impact, but changes are bounded (sync tokens, capped lines/allocations, no silent allocation or line edits on updates) and follow existing sales-side patterns.

Overview
Extends the QuickBooks block with purchasing and payables workflows and updates docs and integration metadata to match.

Read path: quickbooks_list_purchase_orders and quickbooks_list_bills are removed and replaced by quickbooks_read_purchasing_transactions, which lists or reads by ID for purchase orders, bills, bill payments, vendor credits, and purchases/expenses (same list/by-ID pagination model as sales reads).

Writes: Nine new operations add bounded creates and header-only sparse updates for purchase orders, bills, bill payments, vendor credits, and purchases/expenses—including expense-line JSON, A/P accounts, bill payment allocations, and payment account fields where applicable. Create flows support optional requestId idempotency.

Block/config: The QuickBooks block gains purchasing operation groups, new sub-blocks (e.g. purchasingTransactionType, purchasingLines, billAllocations), param mapping via purchasing_utils, and refreshed skills/templates focused on payables rather than list-only PO/bill digests. Integration catalog operation count rises from 25 to 34.

Reviewed by Cursor Bugbot for commit ff29690. Bugbot is set up for automated code reviews on this repo. Configure here.

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Cursor Bugbot has reviewed your changes using high effort and found 2 potential issues.

Fix All in Cursor

❌ Bugbot Autofix is OFF. To automatically fix reported issues with cloud agents, enable autofix in the Cursor dashboard.

Reviewed by Cursor Bugbot for commit a00c22e. Configure here.

Comment thread apps/sim/tools/quickbooks/purchasing_utils.ts
Comment thread apps/sim/blocks/blocks/quickbooks.ts Outdated
@BillLeoutsakosvl346
BillLeoutsakosvl346 force-pushed the feat/quickbooks-03-payables branch from 834b8df to 877f834 Compare August 1, 2026 19:30
@BillLeoutsakosvl346
BillLeoutsakosvl346 force-pushed the feat/quickbooks-03-payables branch from 877f834 to 0900e2d Compare August 1, 2026 20:22
@BillLeoutsakosvl346
BillLeoutsakosvl346 force-pushed the feat/quickbooks-03-payables branch from 0900e2d to 654f64b Compare August 2, 2026 00:58
@BillLeoutsakosvl346
BillLeoutsakosvl346 force-pushed the feat/quickbooks-03-payables branch from 654f64b to e6bd2d6 Compare August 2, 2026 02:00
@BillLeoutsakosvl346
BillLeoutsakosvl346 force-pushed the feat/quickbooks-03-payables branch from e6bd2d6 to 178b3a2 Compare August 2, 2026 02:34
@BillLeoutsakosvl346
BillLeoutsakosvl346 force-pushed the feat/quickbooks-03-payables branch from 178b3a2 to 76e502b Compare August 2, 2026 23:19
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