master-zapier-plan-draft/packages/zappier-accounting-export
George Lambert cb07f5b321
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offline / test (push) Waiting to run
Restyle staff and console UIs; add UI-Docs walkthrough and review PDF.
Match CS/sales/accounting/access-staff to the portal indigo system with
dollar amounts, skip links, and empty states. Fleet replica actions move
into overflow menus, roles become chips, Docs become cards, and the
header copy reflects the 0.0.0.0 bind. Simulator uses the same shell
(orange only for faults). Portal API keys are masked; admin customers
edit in a drawer. Catalog uses system-ui. New UI-Docs repo holds
screenshots, usage notes, and UI-REVIEW.pdf.
2026-09-11 18:01:33 -04:00
..
public Restyle staff and console UIs; add UI-Docs walkthrough and review PDF. 2026-09-11 18:01:33 -04:00
src Add NATS account-balance SoT and statement review for customers, CS, and sales 2026-09-11 15:35:37 -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

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.