feat(quickbooks): add sales and accounts receivable

[BillLeoutsakosvl346]

Summary

Adds the second stacked QuickBooks PR with 15 bounded sales and accounts-receivable operations, bringing the block to 25 operations total.

• Read estimates, invoices, sales receipts, customer payments, credit memos, and refund receipts by list or ID
• Create and sparse-update the six supported sales transaction types
• Void invoices and customer payments with explicit confirmation
• Parse bounded sales lines and invoice allocations without raw QuickBooks payloads
• Preserve native QuickBooks records, IDs, and SyncToken values
• Add generated docs and accountant-focused metadata

Safety and contracts

• Targets feat/quickbooks-01-master-data as a stacked PR
• Uses fixed entity/resource mappings and one QuickBooks request per action
• No arbitrary queries, retries, automatic pagination, deletes, email, tax administration, or raw payloads
• Response bodies remain capped at 8 MiB; pages, lines, and allocations are capped at 100
• Contracts were verified against Intuit documentation, official examples, and a connected sandbox using sanitized disposable records

Validation

• 421 focused QuickBooks, OAuth, registry, and output tests passed
• Direct Sim TypeScript check passed
• Full format check passed
• Full lint check passed with only two pre-existing fit.fit() false-positive warnings
• Strict API-contract validation passed
• Bare-icon validation passed
• Documentation generation passed
• git diff --check passed
• Independent gpt-5.6-sol high-reasoning review against staging completed with no remaining actionable findings

Stack

• Base PR: feat(quickbooks): add master data and simple CRUD #6119
• This PR must not be merged before its base and must not be merged automatically.

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1 Skipped Deployment

Project	Deployment	Actions	Updated (UTC)
docs	Skipped		Jul 31, 2026 9:43pm

[greptile-apps]

Greptile Summary

Adds 15 bounded QuickBooks sales and accounts-receivable operations.

• Supports list and by-ID reads for estimates, invoices, sales receipts, customer payments, credit memos, and refund receipts.
• Adds create and sparse-update operations for all six transaction types, plus confirmed void operations for invoices and customer payments.
• Adds bounded sales-line and invoice-allocation parsing, block metadata, registry entries, workflow output types, focused tests, and generated documentation.

Confidence Score: 5/5

The PR appears safe to merge after its stacked base, with no actionable correctness or security defects identified.

The new operation identifiers, editor contracts, runtime parameter mappings, bounded parsers, request construction, response transformations, and registry entries remain aligned, and malformed or incomplete financial inputs are rejected before dispatch.

Important Files Changed

Filename	Overview
apps/sim/tools/quickbooks/sales_utils.ts	Adds strict bounded parsing and request-body construction for sales lines, payment allocations, creates, and sparse updates.
apps/sim/blocks/blocks/quickbooks.ts	Exposes the new operations with coordinated parameter routing, conditional fields, and operation-specific outputs.
apps/sim/tools/quickbooks/read_sales_transactions.ts	Implements fixed-mapping list and by-ID reads with bounded pagination and native transaction outputs.
apps/sim/tools/quickbooks/void_invoice.ts	Adds explicitly confirmed invoice voiding while preserving the returned record ID and SyncToken.
apps/sim/tools/quickbooks/void_customer_payment.ts	Adds explicitly confirmed customer-payment voiding through the payment update-and-void request contract.
apps/sim/tools/quickbooks/sales.test.ts	Covers validation, payload construction, operation routing, response transformation, and void confirmation behavior.
apps/sim/tools/registry.ts	Registers all newly added QuickBooks tools consistently with the block's allowed tool identifiers.

Sequence Diagram

sequenceDiagram
  participant Workflow
  participant Block as QuickBooks Block
  participant Tool as QuickBooks Tool
  participant QBO as QuickBooks Online
  Workflow->>Block: Select sales/receivables operation
  Block->>Block: Parse bounded lines, allocations, and parameters
  Block->>Tool: Dispatch registered operation
  Tool->>QBO: One authenticated read or mutation request
  QBO-->>Tool: Native transaction response
  Tool-->>Workflow: Bounded record, IDs, SyncToken, and pagination metadata

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[BillLeoutsakosvl346]

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PR Summary

Medium Risk
Creates and voids live QuickBooks financial records in production credentials; validation and bounded inputs reduce risk but incorrect workflows could still post bad payments or voids.

Overview
Expands the QuickBooks block from 10 to 25 operations with bounded sales and receivables workflows (estimates, invoices, sales receipts, customer payments, credit memos, refund receipts), while keeping existing purchase-order and bill list reads.

New capabilities include list/by-ID sales transaction reads, create and sparse-update for the six document types, and void for invoices and payments with explicit confirmVoid. Shared sales_utils validates bounded JSON lines and invoice allocations (no raw QuickBooks payloads), builds request bodies, and enforces caps (100 lines/allocations, 8 MiB responses). Create actions for master data and sales now accept optional Intuit requestId idempotency on the query string.

The block UI gains matching sub-blocks (transaction type, lines, payment fields, void confirmation) and output conditions now support or branches so list pagination outputs show for master-data, sales list reads, and PO/bill lists. Docs, integrations.json, block meta prompts/skills, and tests are updated accordingly; assertQuickBooksCompanyInfo centralizes company validation in the client and get-company-info tool.

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