Quickbooks Usability Audit

michelle0927 commented 4 days ago

Resolves #14697

Summary by CodeRabbit

Release Notes

New Features
- Introduced new actions for creating, retrieving, and managing various QuickBooks entities in the sandbox environment, including bills, customers, invoices, and payments.
- Added a new action for searching accounts, customers, invoices, items, and vendors.
- Implemented a new utility function for adjusting property definitions to enhance modularity and reusability.
- New module for handling events related to new customers and invoices created in the QuickBooks Sandbox.
Improvements
- Updated property definitions for clarity and structure across multiple actions.
- Enhanced error handling and validation for required parameters in several actions.
- Incremented version numbers for multiple actions to reflect updates and improvements.
- Improved clarity of error messages and response handling in various actions.
Bug Fixes
- Corrected minor issues in property definitions and method signatures to ensure consistency and functionality across the QuickBooks sandbox actions.
Documentation
- Updated descriptions for clarity, replacing "See docs here" with "See the documentation" in various actions.

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coderabbitai[bot] commented 4 days ago

Walkthrough

The pull request introduces extensive updates across multiple modules in the QuickBooks integration, focusing on enhancing property definitions, updating descriptions for clarity, and restructuring code for better modularity. Key changes include the introduction of propDefinition arrays for various properties, standardizing their definitions and references. New modules are added for sandbox functionality, while existing modules are refactored to utilize shared logic, improving maintainability and consistency across the codebase.

Changes

File Path	Change Summary
`components/quickbooks/actions/create-bill/create-bill.mjs`	Updated `vendorRefValue`, `lineItems`, `currencyRefValue`, `currencyRefName`, `minorVersion` to include `propDefinition` arrays. Description updated.
`components/quickbooks/actions/create-customer/create-customer.mjs`	Updated description for clarity. No changes to property definitions.
`components/quickbooks/actions/create-invoice/create-invoice.mjs`	Changed `customerRefValue` to a `propDefinition`. Updated description for clarity.
`components/quickbooks/actions/create-payment/create-payment.mjs`	Updated `customerRefValue`, `customerRefName`, `currencyRefValue`, `currencyRefName` to `propDefinition`. Description updated.
`components/quickbooks/actions/create-purchase/create-purchase.mjs`	Updated `accountRefValue`, `currencyRefValue`, `currencyRefName`, `minorVersion` to `propDefinition`. Description updated.
`components/quickbooks/actions/delete-purchase/delete-purchase.mjs`	Renamed `minorversion` to `minorVersion` and updated its definition to `propDefinition`. Description updated.
`components/quickbooks/actions/get-bill/get-bill.mjs`	Changed `billId` to a `propDefinition`. Description updated.
`components/quickbooks/actions/get-customer/get-customer.mjs`	Changed `customerId` to a `propDefinition`. Description updated.
`components/quickbooks/actions/get-invoice/get-invoice.mjs`	Changed `invoiceId` to a `propDefinition`. Description updated.
`components/quickbooks/actions/get-my-company/get-my-company.mjs`	Updated description for clarity. No changes to property definitions.
`components/quickbooks/actions/get-purchase-order/get-purchase-order.mjs`	Changed `purchaseOrderId` and `minorVersion` to `propDefinition`. Description updated.
`components/quickbooks/actions/get-purchase/get-purchase.mjs`	Changed `purchaseId` and `minorVersion` to `propDefinition`. Updated handling in `run` method.
`components/quickbooks/actions/get-sales-receipt/get-sales-receipt.mjs`	Changed `salesReceiptId` to a `propDefinition`. Description updated.
`components/quickbooks/actions/get-time-activity/get-time-activity.mjs`	Changed `timeActivityId` and `minorVersion` to `propDefinition`. Description updated.
`components/quickbooks/actions/search-accounts/search-accounts.mjs`	Updated description for clarity. Changed variable declarations from `var` to `let`.
`components/quickbooks/actions/search-customers/search-customers.mjs`	Updated description for clarity. Changed variable declarations from `var` to `let`.
`components/quickbooks/actions/search-invoices/search-invoices.mjs`	Updated key and description. Refactored variable declarations in `run` method.
`components/quickbooks/actions/search-items/search-items.mjs`	Updated description for clarity. Changed variable declarations from `var` to `const`.
`components/quickbooks/actions/search-products/search-products.mjs`	Updated description for clarity. Changed variable declarations from `var` to `const`.
`components/quickbooks/actions/search-purchases/search-purchases.mjs`	Updated description for clarity. Refactored variable declarations in `run` method.
`components/quickbooks/actions/search-query/search-query.mjs`	Updated description for clarity. No changes to method signatures.
`components/quickbooks/actions/search-services/search-services.mjs`	New action for searching services introduced.
`components/quickbooks/actions/search-time-activities/search-time-activities.mjs`	Updated description for clarity. Changed variable declarations from `var` to `const`.
`components/quickbooks/actions/search-vendors/search-vendors.mjs`	Updated description for clarity. Changed variable declarations from `var` to `const`.
`components/quickbooks/actions/sparse-update-invoice/sparse-update-invoice.mjs`	Updated description for clarity. No changes to method signatures.
`components/quickbooks/actions/update-customer/update-customer.mjs`	Added new `customerId` property with `propDefinition`. Updated validation logic in `run`.
`components/quickbooks/actions/update-item/update-item.mjs`	New action for updating items introduced.
`components/quickbooks/package.json`	Updated version from `0.3.0` to `0.3.1`.
`components/quickbooks/quickbooks.app.mjs`	Refactored methods and introduced `_apiUrl`. Consolidated methods from common module.
`components/quickbooks/sources/common/base.mjs`	Added new methods: `getFieldDate`, `getQuery`, `getFieldList`, `getSummary`.
`components/quickbooks_sandbox/actions/*`	Introduced new actions for various functionalities in the QuickBooks sandbox environment.
`components/quickbooks_sandbox/package.json`	New package file created for `@pipedream/quickbooks_sandbox`.
`components/quickbooks_sandbox/quickbooks_sandbox.app.mjs`	Modified to integrate common module methods and removed `authKeys`.

Assessment against linked issues

Objective	Addressed	Explanation
Usability updates for QuickBooks and QuickBooks Sandbox (#14697)	✅

Possibly related PRs

#12613: The changes in the main PR regarding property definitions and version updates in the QuickBooks component are similar to the updates made in the create-customer.mjs file, which also involved modifying property definitions and incrementing the version number.
#13852: The modifications in the main PR about enhancing property definitions and versioning in the QuickBooks component relate to the changes in the create-invoice.mjs file, which also updated property definitions and version numbers.
#14076: The main PR's focus on updating property definitions and versioning in the QuickBooks component aligns with the changes made in the update-product-variant.mjs file, which also involved similar updates.
#14477: The main PR's changes to property definitions and version updates in the Google Sheets component are related to the updates made in the find-row.mjs file, which also involved similar enhancements and version increments.
#14620: The main PR's updates to the Slack component's versioning and functionality are related to the new user addition feature, which also involves changes to the properties and versioning in the Slack integration.

Suggested labels

action, bug, dependencies, javascript

Suggested reviewers

jcortes
lcaresia

Poem

🐇 In the garden of code, we hop and play,
With QuickBooks updates brightening the day.
From bills to invoices, all in a row,
Our sandbox is ready, let the features flow!
So here's to the changes, both big and small,
A leap for usability, we celebrate all! 🌼

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