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102 changes: 102 additions & 0 deletions
102
components/quickbooks/actions/create-ap-aging-report/create-ap-aging-report.mjs
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,102 @@ | ||
| import quickbooks from "../../quickbooks.app.mjs"; | ||
| import { AP_AGING_REPORT_COLUMNS } from "../../common/constants.mjs"; | ||
|
|
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| export default { | ||
| key: "quickbooks-create-ap-aging-report", | ||
| name: "Create AP Aging Detail Report", | ||
| description: "Creates an AP aging report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/apagingdetail#query-a-report)", | ||
| version: "0.0.1", | ||
| type: "action", | ||
| props: { | ||
| quickbooks, | ||
| shipvia: { | ||
| type: "string", | ||
| label: "Ship Via", | ||
| description: "Filter by the shipping method", | ||
| optional: true, | ||
| }, | ||
| termIds: { | ||
| propDefinition: [ | ||
| quickbooks, | ||
| "termIds", | ||
| ], | ||
| }, | ||
| startDueDate: { | ||
| type: "string", | ||
| label: "Start Due Date", | ||
| description: "The range of dates over which receivables are due, in the format `YYYY-MM-DD`. `start_duedate` must be less than `end_duedate`. If not specified, all data is returned.", | ||
| optional: true, | ||
| }, | ||
| endDueDate: { | ||
| type: "string", | ||
| label: "End Due Date", | ||
| description: "The range of dates over which receivables are due, in the format `YYYY-MM-DD`. `start_duedate` must be less than `end_duedate`. If not specified, all data is returned.", | ||
| optional: true, | ||
| }, | ||
| accountingMethod: { | ||
| propDefinition: [ | ||
| quickbooks, | ||
| "accountingMethod", | ||
| ], | ||
| }, | ||
| reportDate: { | ||
| type: "string", | ||
| label: "Report Date", | ||
| description: "Start date to use for the report, in the format `YYYY-MM-DD`", | ||
| optional: true, | ||
| }, | ||
| numPeriods: { | ||
| type: "integer", | ||
| label: "Num Periods", | ||
| description: "The number of periods to be shown in the report", | ||
| optional: true, | ||
| }, | ||
| vendorIds: { | ||
| propDefinition: [ | ||
| quickbooks, | ||
| "vendorIds", | ||
| ], | ||
| }, | ||
| pastDue: { | ||
| type: "integer", | ||
| label: "Past Due", | ||
| description: "Filters report contents based on minimum days past due", | ||
| optional: true, | ||
| }, | ||
| agingPeriod: { | ||
| type: "integer", | ||
| label: "Aging Period", | ||
| description: "The number of days in the aging period", | ||
| optional: true, | ||
| }, | ||
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|
||
| columns: { | ||
| propDefinition: [ | ||
| quickbooks, | ||
| "columns", | ||
| ], | ||
| options: AP_AGING_REPORT_COLUMNS, | ||
| }, | ||
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|
||
| }, | ||
| async run({ $ }) { | ||
| const response = await this.quickbooks.getApAgingReport({ | ||
| $, | ||
| params: { | ||
| shipvia: this.shipvia, | ||
| term: this.termIds, | ||
| start_duedate: this.startDueDate, | ||
| end_duedate: this.endDueDate, | ||
| accounting_method: this.accountingMethod, | ||
| report_date: this.reportDate, | ||
| num_periods: this.numPeriods, | ||
| vendor: this.vendorIds, | ||
| past_due: this.pastDue, | ||
| aging_period: this.agingPeriod, | ||
| columns: this.columns, | ||
| }, | ||
| }); | ||
| if (response) { | ||
| $.export("summary", "Successfully created AP Aging Detail Report"); | ||
| } | ||
| return response; | ||
| }, | ||
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|
||
| }; | ||
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144 changes: 144 additions & 0 deletions
144
components/quickbooks/actions/create-pl-report/create-pl-report.mjs
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,144 @@ | ||
| import quickbooks from "../../quickbooks.app.mjs"; | ||
| import { | ||
| DATE_MACRO_OPTIONS, PAYMENT_METHOD_OPTIONS, ACCOUNT_TYPE_OPTIONS, PROFIT_LOSS_REPORT_COLUMNS, | ||
| } from "../../common/constants.mjs"; | ||
|
|
||
| export default { | ||
| key: "quickbooks-create-pl-report", | ||
| name: "Create Profit and Loss Detail Report", | ||
| description: "Creates a profit and loss report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/profitandloss#query-a-report)", | ||
| version: "0.0.1", | ||
| type: "action", | ||
| props: { | ||
| quickbooks, | ||
| customerIds: { | ||
| propDefinition: [ | ||
| quickbooks, | ||
| "customer", | ||
| ], | ||
| type: "string[]", | ||
| label: "Customer Ids", | ||
| description: "Filters report contents to include information for specified customers", | ||
| optional: true, | ||
| }, | ||
| accountIds: { | ||
| propDefinition: [ | ||
| quickbooks, | ||
| "accountIds", | ||
| ], | ||
| }, | ||
| accountingMethod: { | ||
| propDefinition: [ | ||
| quickbooks, | ||
| "accountingMethod", | ||
| ], | ||
| }, | ||
| dateMacro: { | ||
| type: "string", | ||
| label: "Date Macro", | ||
| description: "Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the `start_date` and `end_date` to cover an explicit report date range", | ||
| options: DATE_MACRO_OPTIONS, | ||
| optional: true, | ||
| }, | ||
| startDate: { | ||
| type: "string", | ||
| label: "Start Date", | ||
| description: "The start date of the report, in the format `YYYY-MM-DD`. `start_date` must be less than `end_date`", | ||
| optional: true, | ||
| }, | ||
| endDate: { | ||
| type: "string", | ||
| label: "End Date", | ||
| description: "The end date of the report, in the format `YYYY-MM-DD`. `start_date` must be less than `end_date`", | ||
| optional: true, | ||
| }, | ||
| adjustedGainLoss: { | ||
| type: "string", | ||
| label: "Adjusted Gain Loss", | ||
| description: "Specifies whether unrealized gain and losses are included in the report", | ||
| options: [ | ||
| "true", | ||
| "false", | ||
| ], | ||
| optional: true, | ||
| }, | ||
| classIds: { | ||
| propDefinition: [ | ||
| quickbooks, | ||
| "classIds", | ||
| ], | ||
| }, | ||
| paymentMethod: { | ||
| type: "string", | ||
| label: "Payment Method", | ||
| description: "Filters report contents based on payment method", | ||
| options: PAYMENT_METHOD_OPTIONS, | ||
| optional: true, | ||
| }, | ||
| employeeIds: { | ||
| propDefinition: [ | ||
| quickbooks, | ||
| "employeeIds", | ||
| ], | ||
| }, | ||
| departmentIds: { | ||
| propDefinition: [ | ||
| quickbooks, | ||
| "departmentIds", | ||
| ], | ||
| }, | ||
| vendorIds: { | ||
| propDefinition: [ | ||
| quickbooks, | ||
| "vendorIds", | ||
| ], | ||
| }, | ||
| accountType: { | ||
| type: "string", | ||
| label: "Account Type", | ||
| description: "Account type from which transactions are included in the report", | ||
| options: ACCOUNT_TYPE_OPTIONS, | ||
| optional: true, | ||
| }, | ||
| sortBy: { | ||
| type: "string", | ||
| label: "Sort By", | ||
| description: "The column type used in sorting report rows", | ||
| options: PROFIT_LOSS_REPORT_COLUMNS, | ||
| optional: true, | ||
| }, | ||
| columns: { | ||
| propDefinition: [ | ||
| quickbooks, | ||
| "columns", | ||
| ], | ||
| options: PROFIT_LOSS_REPORT_COLUMNS, | ||
| }, | ||
| }, | ||
| async run({ $ }) { | ||
| const response = await this.quickbooks.getProfitLossReport({ | ||
| $, | ||
| params: { | ||
| customer: this.customerIds, | ||
| account: this.accountIds, | ||
| accounting_method: this.accountingMethod, | ||
| date_macro: this.dateMacro, | ||
| start_date: this.startDate, | ||
| end_date: this.endDate, | ||
| adjusted_gain_loss: this.adjustedGainLoss, | ||
| class: this.classIds, | ||
| payment_method: this.paymentMethod, | ||
| employee: this.employeeIds, | ||
| department: this.departmentIds, | ||
| vendor: this.vendorIds, | ||
| account_type: this.accountType, | ||
| sort_by: this.sortBy, | ||
| columns: this.columns, | ||
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|
||
| }, | ||
| }); | ||
| if (response) { | ||
| $.export("summary", "Successfully created Profit and Loss Detail Report"); | ||
| } | ||
| return response; | ||
| }, | ||
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|
||
| }; | ||
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