master-zapier-plan-draft/packages/zappier-accounting-export
George Lambert d299d245e8
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Add internal staff IAM: named users, roles, and management permissions.
verae-staff-iam (:3028) is the people directory — owner, billing-admin,
cs, sales, accounting, operator, viewer — with scrypt passwords, sessions,
and an audit log. Admin console login uses it when STAFF_IAM_URL is set
and hides tabs the account cannot use. CS/sales/accounting/staff/fleet
check permissions such as cs.credit and fleet.operate. Shared staff key
remains only as a fallback when IAM is unset.
2026-09-11 18:36:12 -04:00
..
public Close the UI-review follow-ups: names typeahead, fleet form, overflow flip. 2026-09-11 18:18:37 -04:00
src Add internal staff IAM: named users, roles, and management permissions. 2026-09-11 18:36:12 -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.