feat(quickbooks): add sales and accounts receivable

apps/sim/lib/integrations/integrations.json

@@ -14519,8 +14519,8 @@
       "type": "quickbooks",
       "slug": "quickbooks",
       "name": "QuickBooks",
-      "description": "Read and manage QuickBooks Online company and master data",
-      "longDescription": "Connect one QuickBooks Online company to read company, master-data, purchase-order, and bill records and to create or update customers, vendors, and basic products or services.",
+      "description": "Manage QuickBooks Online company, master data, sales, and receivables",
+      "longDescription": "Connect one QuickBooks Online company to manage master data and bounded sales and receivables workflows, while preserving existing purchase-order and bill reads.",
       "bgColor": "#2CA01C",
       "iconName": "QuickBooksIcon",
       "docsUrl": "https://docs.sim.ai/integrations/quickbooks",
@@ -14557,6 +14557,66 @@
           "name": "Items: Update",
           "description": "Sparse-update a Service or Non-inventory item in QuickBooks Online"
         },
+        {
+          "name": "Sales: Read Transactions",
+          "description": "List or read one estimate, invoice, sales receipt, payment, credit memo, or refund receipt"
+        },
+        {
+          "name": "Estimates: Create",
+          "description": "Create an estimate with bounded item and description lines"
+        },
+        {
+          "name": "Estimates: Update",
+          "description": "Sparse-update an estimate using its current sync token"
+        },
+        {
+          "name": "Invoices: Create",
+          "description": "Create an invoice without emailing or collecting payment"
+        },
+        {
+          "name": "Invoices: Update",
+          "description": "Sparse-update an invoice using its current sync token"
+        },
+        {
+          "name": "Invoices: Void",
+          "description": "Void an invoice after explicit confirmation"
+        },
+        {
+          "name": "Sales Receipts: Create",
+          "description": "Create a sales receipt for a completed customer sale"
+        },
+        {
+          "name": "Sales Receipts: Update",
+          "description": "Sparse-update a sales receipt using its current sync token"
+        },
+        {
+          "name": "Customer Payments: Create",
+          "description": "Record a customer payment with optional bounded invoice allocations"
+        },
+        {
+          "name": "Customer Payments: Update",
+          "description": "Sparse-update a customer payment using its current sync token"
+        },
+        {
+          "name": "Customer Payments: Void",
+          "description": "Void a customer payment after explicit confirmation"
+        },
+        {
+          "name": "Credit Memos: Create",
+          "description": "Create a customer credit memo with bounded sales lines"
+        },
+        {
+          "name": "Credit Memos: Update",
+          "description": "Sparse-update a credit memo using its current sync token"
+        },
+        {
+          "name": "Refund Receipts: Create",
+          "description": "Create a customer refund receipt against a required deposit account"
+        },
+        {
+          "name": "Refund Receipts: Update",
+          "description": "Sparse-update a refund receipt using its current sync token"
+        },
         {
           "name": "Purchasing: List Purchase Orders",
           "description": "List purchase orders in the connected QuickBooks Online company"
@@ -14566,7 +14626,7 @@
           "description": "List bills in the connected QuickBooks Online company"
         }
       ],
-      "operationCount": 10,
+      "operationCount": 25,
       "triggers": [],
       "triggerCount": 0,
       "authType": "oauth",

apps/sim/lib/quickbooks/client.ts

@@ -77,6 +77,17 @@ export interface QuickBooksCompanyInfoEnvelope {
   time?: string
 }
 
+export function assertQuickBooksCompanyInfo<T extends { Id?: unknown }>(candidate: unknown): T {
+  if (!candidate || typeof candidate !== 'object' || Array.isArray(candidate)) {
+    throw new Error('QuickBooks CompanyInfo response is missing a valid CompanyInfo object')
+  }
+  const id = (candidate as { Id?: unknown }).Id
+  if (typeof id !== 'string' || !id.trim()) {
+    throw new Error('QuickBooks CompanyInfo response is missing a valid company Id')
+  }
+  return candidate as T
+}
+
 function getQuickBooksTrackingId(headers: Headers): string | null {
   return (
     headers.get('intuit_tid') ?? headers.get('intuit-tid') ?? headers.get('x-request-id') ?? null
@@ -167,9 +178,7 @@ export async function fetchValidatedQuickBooksCompanyInfo(
     )
   }
 
-  if (!data.CompanyInfo || typeof data.CompanyInfo !== 'object') {
-    throw new Error('QuickBooks company validation response is missing CompanyInfo')
-  }
+  assertQuickBooksCompanyInfo(data.CompanyInfo)
 
   return data
 }

apps/sim/lib/workflows/blocks/block-outputs.ts

@@ -52,7 +52,7 @@ function isConditionPrimitive(value: unknown): value is ConditionValue {
  * Evaluates an output condition against subBlock values.
  * Returns true if the condition is met and the output should be shown.
  */
-function evaluateOutputCondition(
+export function evaluateOutputCondition(
   condition: OutputCondition,
   subBlocks: Record<string, SubBlockWithValue> | undefined
 ): boolean {
@@ -93,6 +93,10 @@ function evaluateOutputCondition(
     matches = matches && andMatches
   }
 
+  if (condition.or) {
+    matches = matches || evaluateOutputCondition(condition.or, subBlocks)
+  }
+
   return matches
 }
 

apps/sim/tools/quickbooks/create_credit_memo.ts

@@ -0,0 +1,113 @@
+import { QUICKBOOKS_MAX_RESPONSE_BYTES } from '@/lib/quickbooks/client'
+import { ErrorExtractorId } from '@/tools/error-extractors'
+import { buildQuickBooksCreateSalesDocumentBody } from '@/tools/quickbooks/sales_utils'
+import type {
+  QuickBooksCreateCreditMemoParams,
+  QuickBooksMutationResponse,
+  QuickBooksSalesTransaction,
+} from '@/tools/quickbooks/types'
+import {
+  QUICKBOOKS_MUTATION_OUTPUTS,
+  QUICKBOOKS_SALES_TRANSACTION_PROPERTIES,
+} from '@/tools/quickbooks/types'
+import {
+  addQuickBooksRequestId,
+  buildQuickBooksEntityUrl,
+  getQuickBooksToolHeaders,
+  transformQuickBooksMutationResponse,
+} from '@/tools/quickbooks/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quickbooksCreateCreditMemoTool: ToolConfig<
+  QuickBooksCreateCreditMemoParams,
+  QuickBooksMutationResponse<QuickBooksSalesTransaction>
+> = {
+  id: 'quickbooks_create_credit_memo',
+  name: 'QuickBooks Create Credit Memo',
+  description: 'Create a customer credit memo with bounded sales lines',
+  version: '1.0.0',
+  params: {
+    accessToken: {
+      type: 'string',
+      required: true,
+      visibility: 'hidden',
+      description: 'QuickBooks OAuth access token',
+    },
+    realmId: {
+      type: 'string',
+      required: true,
+      visibility: 'hidden',
+      description: 'QuickBooks company ID derived from the connected credential',
+    },
+    customerId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'Customer receiving the credit memo',
+    },
+    lines: {
+      type: 'json',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'Bounded item and description lines',
+    },
+    transactionDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Credit memo date in YYYY-MM-DD format',
+    },
+    documentNumber: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Optional credit memo number',
+    },
+    privateNote: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Internal credit memo note',
+    },
+    customerMemo: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Customer-facing credit memo memo',
+    },
+    requestId: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Optional Intuit idempotency request ID, up to 50 characters',
+    },
+  },
+  oauth: {
+    required: true,
+    provider: 'quickbooks',
+    requiredScopes: ['com.intuit.quickbooks.accounting'],
+  },
+  errorExtractor: ErrorExtractorId.QUICKBOOKS_FAULT,
+  request: {
+    url: (params) =>
+      addQuickBooksRequestId(
+        buildQuickBooksEntityUrl(params.realmId, 'creditmemo'),
+        params.requestId
+      ).toString(),
+    method: 'POST',
+    headers: (params) => getQuickBooksToolHeaders(params.accessToken, 'application/json'),
+    body: (params) => buildQuickBooksCreateSalesDocumentBody(params),
+    retry: { enabled: false },
+    maxResponseBytes: QUICKBOOKS_MAX_RESPONSE_BYTES,
+  },
+  transformResponse: (response) =>
+    transformQuickBooksMutationResponse<QuickBooksSalesTransaction>(response, 'CreditMemo'),
+  outputs: {
+    record: {
+      type: 'json',
+      description: 'Created native QuickBooks CreditMemo',
+      properties: QUICKBOOKS_SALES_TRANSACTION_PROPERTIES,
+    },
+    ...QUICKBOOKS_MUTATION_OUTPUTS,
+  },
+}

apps/sim/tools/quickbooks/create_customer.ts

@@ -11,6 +11,7 @@ import {
   QUICKBOOKS_MUTATION_OUTPUTS,
 } from '@/tools/quickbooks/types'
 import {
+  addQuickBooksRequestId,
   buildQuickBooksEntityUrl,
   getQuickBooksToolHeaders,
   optionalQuickBooksString,
@@ -96,6 +97,12 @@ export const quickbooksCreateCustomerTool: ToolConfig<
       visibility: 'user-or-llm',
       description: 'Whether sales to this customer are taxable',
     },
+    requestId: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Optional Intuit idempotency request ID, up to 50 characters',
+    },
   },
   oauth: {
     required: true,
@@ -104,7 +111,11 @@ export const quickbooksCreateCustomerTool: ToolConfig<
   },
   errorExtractor: ErrorExtractorId.QUICKBOOKS_FAULT,
   request: {
-    url: (params) => buildQuickBooksEntityUrl(params.realmId, 'customer').toString(),
+    url: (params) =>
+      addQuickBooksRequestId(
+        buildQuickBooksEntityUrl(params.realmId, 'customer'),
+        params.requestId
+      ).toString(),
     method: 'POST',
     headers: (params) => getQuickBooksToolHeaders(params.accessToken, 'application/json'),
     body: (params) =>