refactoring 1. step
This commit is contained in:
205
src/services/pdf-service.js
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205
src/services/pdf-service.js
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@@ -0,0 +1,205 @@
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/**
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* PDF Generation Service
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* Handles HTML to PDF conversion using Puppeteer
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*/
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const path = require('path');
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const fs = require('fs').promises;
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const { formatMoney, formatDate } = require('../utils/helpers');
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// Initialize browser - will be set from main app
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let browserInstance = null;
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function setBrowser(browser) {
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browserInstance = browser;
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}
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async function getBrowser() {
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return browserInstance;
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}
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/**
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* Generate PDF from HTML template
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*/
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async function generatePdfFromHtml(html, options = {}) {
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const {
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format = 'Letter',
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margin = { top: '0.5in', right: '0.5in', bottom: '0.5in', left: '0.5in' },
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printBackground = true
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} = options;
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const browser = await getBrowser();
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if (!browser) {
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throw new Error('Browser not initialized');
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}
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const page = await browser.newPage();
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await page.setContent(html, { waitUntil: 'networkidle0', timeout: 60000 });
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const pdf = await page.pdf({
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format,
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printBackground,
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margin
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});
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await page.close();
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return pdf;
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}
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/**
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* Get company logo as base64 HTML
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*/
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async function getLogoHtml() {
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let logoHTML = '';
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try {
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const logoPath = path.join(__dirname, '..', '..', 'public', 'uploads', 'company-logo.png');
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const logoData = await fs.readFile(logoPath);
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const logoBase64 = logoData.toString('base64');
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logoHTML = `<img src="data:image/png;base64,${logoBase64}" alt="Company Logo" class="logo logo-size">`;
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} catch (err) {
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// No logo found
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}
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return logoHTML;
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}
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/**
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* Render invoice items to HTML table rows
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*/
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function renderInvoiceItems(items, invoice = null) {
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let itemsHTML = items.map(item => {
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let rateFormatted = item.rate;
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if (item.rate.toUpperCase() !== 'TBD' && !item.rate.includes('/')) {
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const rateNum = parseFloat(item.rate.replace(/[^0-9.]/g, ''));
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if (!isNaN(rateNum)) rateFormatted = rateNum.toFixed(2);
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}
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return `
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<tr>
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<td class="qty">${item.quantity}</td>
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<td class="description">${item.description}</td>
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<td class="rate">${rateFormatted}</td>
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<td class="amount">${item.amount}</td>
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</tr>`;
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}).join('');
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// Add subtotal
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const subtotal = invoice ? invoice.subtotal : 0;
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itemsHTML += `
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<tr class="footer-row">
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<td colspan="3" class="total-label">Subtotal:</td>
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<td class="total-amount">$${formatMoney(subtotal)}</td>
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</tr>`;
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// Add tax if not exempt
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if (invoice && !invoice.tax_exempt) {
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itemsHTML += `
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<tr class="footer-row">
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<td colspan="3" class="total-label">Tax (${invoice.tax_rate}%):</td>
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<td class="total-amount">$${formatMoney(invoice.tax_amount)}</td>
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</tr>`;
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}
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// Add total
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const amountPaid = invoice ? (parseFloat(invoice.amount_paid) || 0) : 0;
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const total = invoice ? parseFloat(invoice.total) : 0;
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const balanceDue = total - amountPaid;
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itemsHTML += `
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<tr class="footer-row">
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<td colspan="3" class="total-label" style="font-size: 16px;">TOTAL:</td>
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<td class="total-amount" style="font-size: 16px;">$${formatMoney(total)}</td>
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</tr>`;
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// Add downpayment/balance if partial
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if (amountPaid > 0) {
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itemsHTML += `
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<tr class="footer-row">
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<td colspan="3" class="total-label" style="color: #059669;">Downpayment:</td>
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<td class="total-amount" style="color: #059669;">-$${formatMoney(amountPaid)}</td>
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</tr>
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<tr class="footer-row">
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<td colspan="3" class="total-label" style="font-weight: bold; font-size: 16px; border-top: 2px solid #333; padding-top: 8px;">BALANCE DUE:</td>
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<td class="total-amount" style="font-weight: bold; font-size: 16px; border-top: 2px solid #333; padding-top: 8px;">$${formatMoney(balanceDue)}</td>
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</tr>`;
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}
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// Thank you message
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itemsHTML += `
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<tr class="footer-row">
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<td colspan="4" class="thank-you">Thank you for your business!</td>
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</tr>`;
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return itemsHTML;
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}
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/**
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* Render quote items to HTML table rows
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*/
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function renderQuoteItems(items, quote = null) {
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let itemsHTML = items.map(item => {
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let rateFormatted = item.rate;
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if (item.rate.toUpperCase() !== 'TBD' && !item.rate.includes('/')) {
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const rateNum = parseFloat(item.rate.replace(/[^0-9.]/g, ''));
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if (!isNaN(rateNum)) rateFormatted = rateNum.toFixed(2);
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}
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return `
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<tr>
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<td class="qty">${item.quantity}</td>
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<td class="description">${item.description}</td>
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<td class="rate">${rateFormatted}</td>
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<td class="amount">${item.amount}</td>
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</tr>`;
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}).join('');
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// Add subtotal
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const subtotal = quote ? quote.subtotal : 0;
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itemsHTML += `
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<tr class="footer-row">
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<td colspan="3" class="total-label">Subtotal</td>
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<td class="total-amount">$${formatMoney(subtotal)}</td>
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</tr>`;
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// Add tax if not exempt
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if (quote && !quote.tax_exempt) {
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itemsHTML += `
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<tr class="footer-row">
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<td colspan="3" class="total-label">Tax (${quote.tax_rate}%)</td>
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<td class="total-amount">$${formatMoney(quote.tax_amount)}</td>
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</tr>`;
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}
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// Add total
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const total = quote ? quote.total : 0;
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itemsHTML += `
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<tr class="footer-row">
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<td colspan="3" class="total-label" style="font-size: 16px;">TOTAL</td>
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<td class="total-amount" style="font-size: 16px;">$${formatMoney(total)}</td>
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</tr>
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<tr class="footer-row">
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<td colspan="4" class="thank-you">This quote is valid for 14 days. We appreciate your business </td>
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</tr>`;
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return itemsHTML;
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}
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/**
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* Format address lines for template
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*/
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function formatAddressLines(line1, line2, line3, line4, customerName) {
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const addressLines = [];
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if (line1 && line1.trim().toLowerCase() !== (customerName || '').trim().toLowerCase()) {
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addressLines.push(line1);
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}
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if (line2) addressLines.push(line2);
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if (line3) addressLines.push(line3);
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if (line4) addressLines.push(line4);
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return addressLines.join('<br>');
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}
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module.exports = {
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setBrowser,
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getBrowser,
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generatePdfFromHtml,
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getLogoHtml,
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renderInvoiceItems,
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renderQuoteItems,
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formatAddressLines
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};
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229
src/services/qbo-service.js
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229
src/services/qbo-service.js
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@@ -0,0 +1,229 @@
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/**
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* QuickBooks Online Service
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* Handles QBO API interactions
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*/
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const { getOAuthClient, getQboBaseUrl } = require('../config/qbo');
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const { makeQboApiCall } = require('../../qbo_helper');
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// QBO Item IDs
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const QBO_LABOR_ID = '5';
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const QBO_PARTS_ID = '9';
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/**
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* Get OAuth client and company ID
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*/
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function getClientInfo() {
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const oauthClient = getOAuthClient();
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const companyId = oauthClient.getToken().realmId;
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const baseUrl = getQboBaseUrl();
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return { oauthClient, companyId, baseUrl };
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}
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/**
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* Export invoice to QBO
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*/
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async function exportInvoiceToQbo(invoiceId, pool) {
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const client = await pool.connect();
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try {
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const invoiceRes = await client.query(`
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SELECT i.*, c.qbo_id as customer_qbo_id, c.name as customer_name, c.email
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FROM invoices i
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LEFT JOIN customers c ON i.customer_id = c.id
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WHERE i.id = $1
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`, [invoiceId]);
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const invoice = invoiceRes.rows[0];
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if (!invoice.customer_qbo_id) return { skipped: true, reason: 'Customer not in QBO' };
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const itemsRes = await client.query('SELECT * FROM invoice_items WHERE invoice_id = $1 ORDER BY item_order', [invoiceId]);
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const items = itemsRes.rows;
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const { companyId, baseUrl } = getClientInfo();
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// Get next DocNumber
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const maxNumResult = await client.query(`
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SELECT GREATEST(
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COALESCE((SELECT MAX(CAST(qbo_doc_number AS INTEGER)) FROM invoices WHERE qbo_doc_number ~ '^[0-9]+$'), 0),
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COALESCE((SELECT MAX(CAST(invoice_number AS INTEGER)) FROM invoices WHERE invoice_number ~ '^[0-9]+$'), 0)
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) as max_num
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`);
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let nextDocNumber = (parseInt(maxNumResult.rows[0].max_num) + 1).toString();
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// Build line items
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const lineItems = items.map(item => {
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const parseNum = (val) => {
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if (val === null || val === undefined) return 0;
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if (typeof val === 'number') return val;
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return parseFloat(String(val).replace(/[^0-9.\-]/g, '')) || 0;
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};
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const rate = parseNum(item.rate);
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const qty = parseNum(item.quantity) || 1;
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const amount = rate * qty;
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const itemRefId = item.qbo_item_id || QBO_PARTS_ID;
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const itemRefName = itemRefId == QBO_LABOR_ID ? "Labor:Labor" : "Parts:Parts";
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return {
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"DetailType": "SalesItemLineDetail",
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"Amount": amount,
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"Description": item.description,
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"SalesItemLineDetail": {
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"ItemRef": { "value": itemRefId, "name": itemRefName },
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"UnitPrice": rate,
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"Qty": qty
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}
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};
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});
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const qboPayload = {
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"CustomerRef": { "value": invoice.customer_qbo_id },
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"DocNumber": nextDocNumber,
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"TxnDate": invoice.invoice_date.toISOString().split('T')[0],
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"Line": lineItems,
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"CustomerMemo": { "value": invoice.auth_code ? `Auth: ${invoice.auth_code}` : "" },
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"EmailStatus": "NotSet",
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"BillEmail": { "Address": invoice.email || "" }
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};
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// Retry on duplicate
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let qboInvoice = null;
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for (let attempt = 0; attempt < 5; attempt++) {
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console.log(`📤 QBO Export Invoice (DocNumber: ${qboPayload.DocNumber})...`);
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const response = await makeQboApiCall({
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url: `${baseUrl}/v3/company/${companyId}/invoice`,
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify(qboPayload)
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});
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const data = response.getJson ? response.getJson() : response.json;
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if (data.Fault?.Error?.[0]?.code === '6140') {
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console.log(` ⚠️ DocNumber ${qboPayload.DocNumber} exists, retrying...`);
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qboPayload.DocNumber = (parseInt(qboPayload.DocNumber) + 1).toString();
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continue;
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}
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if (data.Fault) {
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const errMsg = data.Fault.Error?.map(e => `${e.code}: ${e.Message} - ${e.Detail}`).join('; ') || JSON.stringify(data.Fault);
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console.error(`❌ QBO Export Fault:`, errMsg);
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throw new Error('QBO export failed: ' + errMsg);
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}
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qboInvoice = data.Invoice || data;
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if (qboInvoice.Id) break;
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throw new Error("QBO returned no ID: " + JSON.stringify(data).substring(0, 500));
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}
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if (!qboInvoice?.Id) throw new Error('Could not find free DocNumber after 5 attempts.');
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await client.query(
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'UPDATE invoices SET qbo_id = $1, qbo_sync_token = $2, qbo_doc_number = $3, invoice_number = $4 WHERE id = $5',
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[qboInvoice.Id, qboInvoice.SyncToken, qboInvoice.DocNumber, qboInvoice.DocNumber, invoiceId]
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);
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console.log(`✅ QBO Invoice created: ID ${qboInvoice.Id}, DocNumber ${qboInvoice.DocNumber}`);
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return { success: true, qbo_id: qboInvoice.Id, qbo_doc_number: qboInvoice.DocNumber };
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} finally {
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client.release();
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}
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}
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/**
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* Sync invoice to QBO (update)
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*/
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async function syncInvoiceToQbo(invoiceId, pool) {
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const client = await pool.connect();
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try {
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const invoiceRes = await client.query(`
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SELECT i.*, c.qbo_id as customer_qbo_id
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FROM invoices i
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LEFT JOIN customers c ON i.customer_id = c.id
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WHERE i.id = $1
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`, [invoiceId]);
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const invoice = invoiceRes.rows[0];
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if (!invoice.qbo_id) return { skipped: true, reason: 'Not in QBO' };
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const itemsRes = await client.query('SELECT * FROM invoice_items WHERE invoice_id = $1 ORDER BY item_order', [invoiceId]);
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const { companyId, baseUrl } = getClientInfo();
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// Get current sync token
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const qboRes = await makeQboApiCall({
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url: `${baseUrl}/v3/company/${companyId}/invoice/${invoice.qbo_id}`,
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method: 'GET'
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});
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const qboData = qboRes.getJson ? qboRes.getJson() : qboRes.json;
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const currentSyncToken = qboData.Invoice?.SyncToken;
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if (currentSyncToken === undefined) throw new Error('Could not get SyncToken from QBO');
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const lineItems = itemsRes.rows.map(item => {
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const parseNum = (val) => {
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if (val === null || val === undefined) return 0;
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if (typeof val === 'number') return val;
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return parseFloat(String(val).replace(/[^0-9.\-]/g, '')) || 0;
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};
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const rate = parseNum(item.rate);
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const qty = parseNum(item.quantity) || 1;
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const amount = rate * qty;
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const itemRefId = item.qbo_item_id || QBO_PARTS_ID;
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const itemRefName = itemRefId == QBO_LABOR_ID ? "Labor:Labor" : "Parts:Parts";
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return {
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"DetailType": "SalesItemLineDetail",
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"Amount": amount,
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"Description": item.description,
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"SalesItemLineDetail": {
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"ItemRef": { "value": itemRefId, "name": itemRefName },
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"UnitPrice": rate,
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"Qty": parseFloat(item.quantity) || 1
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}
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};
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});
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const updatePayload = {
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"Id": invoice.qbo_id,
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"SyncToken": currentSyncToken,
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"sparse": true,
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"Line": lineItems,
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"CustomerRef": { "value": invoice.customer_qbo_id },
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"TxnDate": invoice.invoice_date.toISOString().split('T')[0],
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"CustomerMemo": { "value": invoice.auth_code ? `Auth: ${invoice.auth_code}` : "" }
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};
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console.log(`📤 QBO Sync Invoice ${invoice.qbo_id}...`);
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const updateRes = await makeQboApiCall({
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url: `${baseUrl}/v3/company/${companyId}/invoice`,
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify(updatePayload)
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});
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const updateData = updateRes.getJson ? updateRes.getJson() : updateRes.json;
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if (updateData.Fault) {
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const errMsg = updateData.Fault.Error?.map(e => `${e.code}: ${e.Message} - ${e.Detail}`).join('; ') || JSON.stringify(updateData.Fault);
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console.error(`❌ QBO Sync Fault:`, errMsg);
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throw new Error('QBO sync failed: ' + errMsg);
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}
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const updated = updateData.Invoice || updateData;
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if (!updated.Id) {
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console.error(`❌ QBO unexpected response:`, JSON.stringify(updateData).substring(0, 500));
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throw new Error('QBO update returned no ID');
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}
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await client.query(
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'UPDATE invoices SET qbo_sync_token = $1, updated_at = CURRENT_TIMESTAMP WHERE id = $2',
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[updated.SyncToken, invoiceId]
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);
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console.log(`✅ QBO Invoice ${invoice.qbo_id} synced (SyncToken: ${updated.SyncToken})`);
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return { success: true, sync_token: updated.SyncToken };
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} finally {
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client.release();
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}
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}
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module.exports = {
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QBO_LABOR_ID,
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QBO_PARTS_ID,
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getClientInfo,
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exportInvoiceToQbo,
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syncInvoiceToQbo
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};
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Reference in New Issue
Block a user