marchon/master-zapier-plan-draft
1
0
Fork 0
Code Issues Pull requests Projects Releases Packages Wiki Activity Actions 1
master-zapier-plan-draft/packages/zappier-accounting-export
History
George Lambert c32b65038a
Some checks are pending
offline / test (push) Waiting to run
Details
Turn lab IAM on, move portal to access-web, harden sessions and receipts. 
Fleet and department doors now check STAFF_IAM_URL. Walkthrough: cs can
credit (agent is the IAM user) and cannot export; operator can fleet
POST; admin /me is owner. Portal is the public web door at :3021/portal/.
IAM sessions persist; login is rate-limited per user; receipt PDF is
branded. lan-134 stays disabled.
2026-09-11 18:59:18 -04:00
..
public Close the UI-review follow-ups: names typeahead, fleet form, overflow flip. 2026-09-11 18:18:37 -04:00
src Turn lab IAM on, move portal to access-web, harden sessions and receipts. 2026-09-11 18:59:18 -04:00
test Add NATS account-balance SoT and statement review for customers, CS, and sales 2026-09-11 15:35:37 -04:00
package-lock.json Add NATS account-balance SoT and statement review for customers, CS, and sales 2026-09-11 15:35:37 -04:00
package.json Add NATS account-balance SoT and statement review for customers, CS, and sales 2026-09-11 15:35:37 -04:00
README.md Add NATS account-balance SoT and statement review for customers, CS, and sales 2026-09-11 15:35:37 -04:00

README.md

zappier-accounting-export

Accounting-department export of invoices, billing, and payment history to QuickBooks IIF and generic CSV (also usable in other ledgers).

Forgejo: https://git.georgelambert.org/marchon/zappier-accounting-export
Catalog: https://zapier.georgelambert.org/packages/zappier-accounting-export/README.pdf

Reads issued/paid invoices from zappier-edge (ZAPPIER_ADMIN_URL). Customer statements (credits, balances, usage, payments) come from NATS verae.billing.statement.get.

Staff UI: http://127.0.0.1:3013/

PORT=3013 NATS_URL=nats://127.0.0.1:4222 node src/server.js
curl http://127.0.0.1:3013/review/cust_1
curl 'http://127.0.0.1:3013/export/quickbooks.iif?period=2026-07' -o zappier.iif
curl 'http://127.0.0.1:3013/export/accounting.csv?period=2026-07' -o zappier.csv

Import the IIF in QuickBooks Desktop: File → Utilities → Import → IIF. The CSV is a flat invoice register for other systems.

History is the invoice list on zappier-edge (draft / issued / paid) plus CS credit ledger and portal prepaid reloads.