Initial import of zappier-accounting-export from zapier monorepo
This commit is contained in:
commit
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9 changed files with 383 additions and 0 deletions
21
README.md
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21
README.md
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# zappier-accounting-export
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Accounting-department export of **invoices, billing, and payment history** to **QuickBooks IIF** and generic CSV (also usable in other ledgers).
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**Forgejo:** https://git.georgelambert.org/marchon/zappier-accounting-export
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**Catalog:** https://zapier.georgelambert.org/packages/zappier-accounting-export/README.pdf
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Reads issued/paid invoices from zappier-edge (`ZAPPIER_ADMIN_URL`). Customer statements (credits, balances, usage, payments) come from NATS `verae.billing.statement.get`.
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Staff UI: http://127.0.0.1:3013/
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```bash
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PORT=3013 NATS_URL=nats://127.0.0.1:4222 node src/server.js
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curl http://127.0.0.1:3013/review/cust_1
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curl 'http://127.0.0.1:3013/export/quickbooks.iif?period=2026-07' -o zappier.iif
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curl 'http://127.0.0.1:3013/export/accounting.csv?period=2026-07' -o zappier.csv
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```
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Import the IIF in QuickBooks Desktop: **File → Utilities → Import → IIF**. The CSV is a flat invoice register for other systems.
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History is the invoice list on zappier-edge (draft / issued / paid) plus CS credit ledger and portal prepaid reloads.
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46
package-lock.json
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46
package-lock.json
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{
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"name": "zappier-accounting-export",
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"version": "0.1.0",
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"lockfileVersion": 3,
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"requires": true,
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"packages": {
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"": {
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"name": "zappier-accounting-export",
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"version": "0.1.0",
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"dependencies": {
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"nats": "^2.28.2"
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}
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},
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"node_modules/nats": {
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"version": "2.29.3",
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"resolved": "https://registry.npmjs.org/nats/-/nats-2.29.3.tgz",
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"integrity": "sha512-tOQCRCwC74DgBTk4pWZ9V45sk4d7peoE2njVprMRCBXrhJ5q5cYM7i6W+Uvw2qUrcfOSnuisrX7bEx3b3Wx4QA==",
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"deprecated": "Package moved. Use @nats-io/transport-node from https://github.com/nats-io/nats.js",
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"license": "Apache-2.0",
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"dependencies": {
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"nkeys.js": "1.1.0"
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},
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"engines": {
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"node": ">= 14.0.0"
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}
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},
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"node_modules/nkeys.js": {
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"version": "1.1.0",
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"resolved": "https://registry.npmjs.org/nkeys.js/-/nkeys.js-1.1.0.tgz",
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"integrity": "sha512-tB/a0shZL5UZWSwsoeyqfTszONTt4k2YS0tuQioMOD180+MbombYVgzDUYHlx+gejYK6rgf08n/2Df99WY0Sxg==",
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"license": "Apache-2.0",
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"dependencies": {
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"tweetnacl": "1.0.3"
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},
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"engines": {
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"node": ">=10.0.0"
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}
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},
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"node_modules/tweetnacl": {
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"version": "1.0.3",
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"resolved": "https://registry.npmjs.org/tweetnacl/-/tweetnacl-1.0.3.tgz",
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"integrity": "sha512-6rt+RN7aOi1nGMyC4Xa5DdYiukl2UWCbcJft7YhxReBGQD7OAM8Pbxw6YMo4r2diNEA8FEmu32YOn9rhaiE5yw==",
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"license": "Unlicense"
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}
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}
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}
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14
package.json
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14
package.json
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{
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"name": "zappier-accounting-export",
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"version": "0.1.0",
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"private": true,
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"type": "module",
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"description": "Export zappier invoices to QuickBooks IIF and accounting CSV",
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"scripts": {
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"start": "node src/server.js",
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"test": "node --test test/*.test.js"
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},
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"dependencies": {
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"nats": "^2.28.2"
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}
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}
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public/index.html
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public/index.html
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<!doctype html>
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<html lang="en">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1" />
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<title>Accounting — customer review</title>
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<link rel="icon" href="data:image/svg+xml,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 32 32'%3E%3Crect width='32' height='32' rx='8' fill='%234f46e5'/%3E%3C/svg%3E"/>
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<style>
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:root {
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--bg:#f4f5fb; --panel:#fff; --ink:#171a26; --muted:#6b7186; --line:#e5e7f0;
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--accent:#4f46e5; --accent-ink:#fff; --soft:#eef0fe; --danger:#dc2626; --ok:#047857;
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--radius:12px; --shadow:0 1px 2px rgba(23,26,38,.05), 0 8px 24px rgba(23,26,38,.06);
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}
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* { box-sizing:border-box; }
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body { margin:0; font:14px/1.45 -apple-system,"SF Pro Text","Segoe UI",sans-serif; background:var(--bg); color:var(--ink); }
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.skip { position:absolute; left:-999px; }
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.skip:focus { left:1rem; top:1rem; z-index:20; background:#fff; color:var(--accent); padding:.5rem .9rem; border-radius:8px; }
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header.app { background:linear-gradient(160deg,#312e81 0%,#4f46e5 60%,#7c74f0 100%); color:#eef0fe; padding:1.15rem 1.5rem 1.25rem; }
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.kicker { letter-spacing:.12em; text-transform:uppercase; font:700 10px system-ui; opacity:.75; }
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header.app h1 { margin:.2rem 0 .25rem; font-size:1.25rem; }
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header.app p { margin:0; font-size:13px; opacity:.88; max-width:42rem; }
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main { max-width:1080px; margin:0 auto; padding:1.5rem 1.25rem 3rem; }
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.card { background:var(--panel); border:1px solid var(--line); border-radius:var(--radius); box-shadow:var(--shadow); padding:1.1rem 1.25rem; margin-bottom:1rem; }
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.card h3 { margin:0 0 .75rem; font-size:.95rem; }
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label { display:block; font-size:.72rem; font-weight:700; letter-spacing:.04em; text-transform:uppercase; color:var(--muted); margin:.7rem 0 .25rem; }
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input { width:100%; max-width:22rem; padding:.5rem .65rem; border:1px solid var(--line); border-radius:8px; font-size:.95rem; }
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input:focus-visible, button:focus-visible, a:focus-visible { outline:2px solid var(--accent); outline-offset:2px; }
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.row { display:flex; flex-wrap:wrap; gap:.6rem; align-items:end; }
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button, a.btn { border:0; border-radius:8px; padding:.5rem .9rem; font:650 13px system-ui; cursor:pointer; background:var(--accent); color:#fff; text-decoration:none; display:inline-block; }
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a.btn.ghost { background:#fff; color:var(--ink); border:1px solid var(--line); }
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table { border-collapse:collapse; width:100%; }
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th { text-align:left; font-size:.72rem; text-transform:uppercase; letter-spacing:.04em; color:var(--muted); border-bottom:1px solid var(--line); padding:.45rem .55rem; }
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td { border-bottom:1px solid var(--line); padding:.5rem .55rem; }
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.money { font-variant-numeric:tabular-nums; }
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.muted { color:var(--muted); }
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.stat-grid { display:grid; grid-template-columns:repeat(auto-fit,minmax(150px,1fr)); gap:.8rem; margin-bottom:1rem; }
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.stat { background:var(--panel); border:1px solid var(--line); border-radius:var(--radius); box-shadow:var(--shadow); padding:.9rem 1.1rem; }
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.stat .k { font-size:.72rem; text-transform:uppercase; letter-spacing:.05em; color:var(--muted); }
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.stat .v { font-size:1.35rem; font-weight:800; margin-top:.2rem; font-variant-numeric:tabular-nums; }
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.empty { text-align:center; padding:1.5rem 1rem; color:var(--muted); }
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.empty svg { display:block; margin:0 auto .6rem; }
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.err { color:var(--danger); }
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</style>
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</head>
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<body>
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<a class="skip" href="#main">Skip to content</a>
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<header class="app">
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<div class="kicker">staff · accounting</div>
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<h1>Accounting</h1>
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<p>Review payments, usage, credits, and balances in dollars. Export invoices to QuickBooks IIF or CSV.</p>
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</header>
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<main id="main">
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<div class="card">
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<div class="row">
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<div>
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<label for="id">Customer</label>
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<input id="id" list="cust-list" placeholder="Type a name or id" autocomplete="off" />
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<datalist id="cust-list"></datalist>
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</div>
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<button type="button" onclick="review()">Review account</button>
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<a class="btn ghost" href="/export/quickbooks.iif">QuickBooks IIF</a>
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<a class="btn ghost" href="/export/accounting.csv">CSV</a>
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</div>
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</div>
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<div id="out"></div>
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</main>
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<script>
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const fmt = (c) => (c < 0 ? '-$' : '$') + (Math.abs(c || 0) / 100).toFixed(2);
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const when = (v) => (v ? new Date(v).toLocaleString() : '—');
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const empty = (title, hint) =>
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`<div class="empty"><svg width="80" height="64" viewBox="0 0 80 64" fill="none" aria-hidden="true"><rect x="16" y="8" width="48" height="48" rx="8" fill="#eef0fe"/><rect x="24" y="20" width="32" height="4" rx="2" fill="#4f46e5" opacity=".35"/><rect x="24" y="30" width="24" height="4" rx="2" fill="#4f46e5" opacity=".2"/><rect x="24" y="40" width="28" height="4" rx="2" fill="#4f46e5" opacity=".2"/></svg><div>${title}</div><p>${hint}</p></div>`;
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function moneyTable(list, cols, emptyTitle) {
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if (!list || !list.length) return empty(emptyTitle, 'Nothing recorded for this customer yet.');
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const head = cols.map((c) => `<th>${c.label}</th>`).join('');
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const body = list.map((r) => '<tr>' + cols.map((c) => {
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const v = c.key === 'cents' ? fmt(r.cents) : c.key === 'at' ? when(r.at) : (r[c.key] ?? '—');
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return `<td class="${c.key === 'cents' ? 'money' : ''}">${v}</td>`;
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}).join('') + '</tr>').join('');
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return `<table><thead><tr>${head}</tr></thead><tbody>${body}</tbody></table>`;
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}
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async function loadCustomers() {
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try {
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const { customers } = await (await fetch('/customers')).json();
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document.getElementById('cust-list').innerHTML = (customers || [])
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.map((c) => `<option value="${c.name}">${c.id}</option>`)
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.join('');
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if (customers && customers[0] && !document.getElementById('id').value) {
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document.getElementById('id').value = customers[0].name;
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}
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} catch { /* edge optional */ }
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}
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loadCustomers();
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async function review() {
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const id = document.getElementById('id').value.trim();
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try {
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const r = await fetch('/review/' + encodeURIComponent(id));
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const st = await r.json();
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if (!r.ok) throw new Error(st.error || ('HTTP ' + r.status));
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const name = st.name || st.customerName || id;
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document.getElementById('out').innerHTML = `
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<div class="stat-grid">
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<div class="stat"><div class="k">Customer</div><div class="v" style="font-size:1.05rem">${name}</div></div>
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<div class="stat"><div class="k">Prepaid balance</div><div class="v">${fmt(st.prepaidCents)}</div></div>
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<div class="stat"><div class="k">Payments</div><div class="v">${(st.payments||[]).length}</div></div>
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<div class="stat"><div class="k">Source</div><div class="v" style="font-size:1rem">${st.source || 'unknown'}</div></div>
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</div>
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<div class="card"><h3>Credits</h3>${moneyTable(st.credits, [{key:'cents',label:'Amount'},{key:'reason',label:'Reason'},{key:'agent',label:'Agent'},{key:'at',label:'When'}], 'No credits yet')}</div>
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<div class="card"><h3>Usage</h3>${moneyTable(st.usage, [{key:'endpointId',label:'Endpoint'},{key:'cents',label:'Amount'},{key:'at',label:'When'}], 'No usage yet')}</div>
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<div class="card"><h3>Payments</h3>${moneyTable(st.payments, [{key:'cents',label:'Amount'},{key:'kind',label:'Kind'},{key:'reason',label:'Reason'},{key:'at',label:'When'}], 'No payments yet')}</div>`;
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} catch (err) {
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document.getElementById('out').innerHTML = `<div class="card err">${err.message}</div>`;
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}
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}
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</script>
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</body>
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</html>
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src/iam-gate.js
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src/iam-gate.js
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export function iamBase() {
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return (process.env.STAFF_IAM_URL || '').replace(/\/$/, '');
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}
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export async function iamCheck(req, permission) {
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const base = iamBase();
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if (!base) {
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if (process.env.STAFF_AUTH === '1') {
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const login = (process.env.STAFF_SESSION_URL || 'http://127.0.0.1:3027').replace(/\/$/, '');
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const r = await fetch(`${login}/check`, { headers: { cookie: req.headers.cookie || '' } }).catch(() => null);
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return { ok: Boolean(r && r.ok) };
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}
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return { ok: true, skipped: true };
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}
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const q = permission ? `?permission=${encodeURIComponent(permission)}` : '';
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const r = await fetch(`${base}/check${q}`, {
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headers: { cookie: req.headers.cookie || '', authorization: req.headers.authorization || '' },
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}).catch(() => null);
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if (!r) return { ok: false, status: 502 };
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const body = await r.json().catch(() => ({}));
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return { ok: r.ok, status: r.status, ...body };
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}
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export async function denyOrRedirect(req, res, json, { permission, html }) {
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const out = await iamCheck(req, permission);
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if (out.ok) return true;
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const login = iamBase() || (process.env.STAFF_SESSION_URL || 'http://127.0.0.1:3028').replace(/\/$/, '');
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if (html) {
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res.writeHead(302, { location: `${login}/login?next=${encodeURIComponent('http://' + (req.headers.host || '127.0.0.1') + '/')}` });
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||||||
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res.end();
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||||||
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return false;
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||||||
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}
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||||||
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json(out.status === 403 ? 403 : 401, { error: out.reason || 'unauthorized', permission });
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||||||
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return false;
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||||||
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}
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37
src/names.js
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37
src/names.js
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/** Join ledger ids to zappier-edge customer display names. */
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export async function listCustomers(edge, key) {
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try {
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const r = await fetch(`${edge.replace(/\/$/, '')}/admin/api/customers`, {
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headers: { 'x-admin-key': key },
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});
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const body = await r.json();
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return (body.customers || []).map(({ passwordHash, apiKey, totpSecret, ...rest }) => rest);
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} catch {
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return [];
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}
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||||||
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}
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export async function withCustomerName(st, idOrName, edge, key) {
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const out = { ...(st || {}) };
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if (out.name && out.customerId) return out;
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||||||
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try {
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const r = await fetch(`${edge.replace(/\/$/, '')}/admin/api/customers`, {
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headers: { 'x-admin-key': key },
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||||||
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});
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||||||
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const { customers } = await r.json();
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const want = String(idOrName || out.customerId || '').toLowerCase();
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||||||
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const c = (customers || []).find(
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||||||
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(x) =>
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||||||
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x.id === idOrName ||
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||||||
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x.id === out.customerId ||
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||||||
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String(x.name || '').toLowerCase() === want,
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);
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||||||
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if (c) {
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||||||
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out.name = c.name;
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||||||
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out.customerId = c.id;
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||||||
|
}
|
||||||
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} catch {
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||||||
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/* edge optional */
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||||||
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}
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||||||
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return out;
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||||||
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}
|
||||||
17
src/nats-billing.js
Normal file
17
src/nats-billing.js
Normal file
|
|
@ -0,0 +1,17 @@
|
||||||
|
export const SUBJECTS = { STATEMENT_GET: 'verae.billing.statement.get' };
|
||||||
|
|
||||||
|
export async function billingRequest(subject, payload) {
|
||||||
|
const url = process.env.NATS_URL;
|
||||||
|
if (!url) return null;
|
||||||
|
try {
|
||||||
|
const { connect, StringCodec } = await import('nats');
|
||||||
|
const nc = await connect({ servers: url.split(','), name: 'zappier-accounting-export' });
|
||||||
|
const sc = StringCodec();
|
||||||
|
const m = await nc.request(subject, sc.encode(JSON.stringify(payload)), { timeout: 2000 });
|
||||||
|
const out = JSON.parse(sc.decode(m.data) || '{}');
|
||||||
|
await nc.close();
|
||||||
|
return out;
|
||||||
|
} catch {
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
}
|
||||||
72
src/server.js
Normal file
72
src/server.js
Normal file
|
|
@ -0,0 +1,72 @@
|
||||||
|
#!/usr/bin/env node
|
||||||
|
/** Accounting department: QuickBooks IIF + CSV from zappier-edge invoices. */
|
||||||
|
import fs from 'node:fs';
|
||||||
|
import http from 'node:http';
|
||||||
|
import path from 'node:path';
|
||||||
|
import { fileURLToPath } from 'node:url';
|
||||||
|
import { SUBJECTS, billingRequest } from './nats-billing.js';
|
||||||
|
import { listCustomers, withCustomerName } from './names.js';
|
||||||
|
import { denyOrRedirect } from './iam-gate.js';
|
||||||
|
|
||||||
|
const PORT = Number(process.env.PORT || 3013);
|
||||||
|
const EDGE = (process.env.ZAPPIER_ADMIN_URL || 'http://127.0.0.1:3000').replace(/\/$/, '');
|
||||||
|
const KEY = process.env.ZAPPIER_ADMIN_KEY || 'admin-dev-key';
|
||||||
|
const BOOKS = (process.env.ACCOUNT_BALANCE_URL || 'http://127.0.0.1:3010').replace(/\/$/, '');
|
||||||
|
const PUBLIC = path.join(path.dirname(fileURLToPath(import.meta.url)), '..', 'public');
|
||||||
|
|
||||||
|
async function edge(pathname) {
|
||||||
|
const r = await fetch(`${EDGE}${pathname}`, { headers: { 'x-admin-key': KEY } });
|
||||||
|
return r;
|
||||||
|
}
|
||||||
|
|
||||||
|
const server = http.createServer(async (req, res) => {
|
||||||
|
const url = new URL(req.url || '/', `http://127.0.0.1:${PORT}`);
|
||||||
|
const send = (code, type, body) => {
|
||||||
|
res.writeHead(code, { 'content-type': type });
|
||||||
|
res.end(body);
|
||||||
|
};
|
||||||
|
const json = (code, obj) => send(code, 'application/json', JSON.stringify(obj));
|
||||||
|
try {
|
||||||
|
if (req.method === 'GET' && (url.pathname === '/' || url.pathname === '/index.html')) {
|
||||||
|
if (!(await denyOrRedirect(req, res, json, { permission: 'accounting.review', html: true }))) return;
|
||||||
|
return send(200, 'text/html; charset=utf-8', fs.readFileSync(path.join(PUBLIC, 'index.html')));
|
||||||
|
}
|
||||||
|
if (req.method === 'GET' && url.pathname === '/health') {
|
||||||
|
return json(200, { ok: true, role: 'zappier-accounting-export' });
|
||||||
|
}
|
||||||
|
if (req.method === 'GET' && url.pathname === '/customers') {
|
||||||
|
return json(200, { customers: await listCustomers(EDGE, KEY) });
|
||||||
|
}
|
||||||
|
const review = url.pathname.match(/^\/review\/([^/]+)$/);
|
||||||
|
if (req.method === 'GET' && review) {
|
||||||
|
if (!(await denyOrRedirect(req, res, json, { permission: 'accounting.review' }))) return;
|
||||||
|
const id = decodeURIComponent(review[1]);
|
||||||
|
const nats = await billingRequest(SUBJECTS.STATEMENT_GET, { customerId: id });
|
||||||
|
if (nats) return json(200, await withCustomerName({ ...nats, source: 'nats' }, id, EDGE, KEY));
|
||||||
|
const r = await fetch(`${BOOKS}/statement/${encodeURIComponent(id)}`);
|
||||||
|
if (r.ok) return json(200, await withCustomerName({ ...(await r.json()), source: 'account-balance' }, id, EDGE, KEY));
|
||||||
|
const e = await edge(`/admin/api/statement/${encodeURIComponent(id)}`);
|
||||||
|
const body = await e.json().catch(() => ({}));
|
||||||
|
return json(e.status, await withCustomerName(body, id, EDGE, KEY));
|
||||||
|
}
|
||||||
|
const period = url.searchParams.get('period');
|
||||||
|
const q = period ? `?period=${encodeURIComponent(period)}` : '';
|
||||||
|
if (req.method === 'GET' && url.pathname === '/export/quickbooks.iif') {
|
||||||
|
if (!(await denyOrRedirect(req, res, json, { permission: 'accounting.export' }))) return;
|
||||||
|
const r = await edge(`/admin/api/exports/quickbooks.iif${q}`);
|
||||||
|
return send(r.status, 'text/plain', await r.text());
|
||||||
|
}
|
||||||
|
if (req.method === 'GET' && url.pathname === '/export/accounting.csv') {
|
||||||
|
if (!(await denyOrRedirect(req, res, json, { permission: 'accounting.export' }))) return;
|
||||||
|
const r = await edge(`/admin/api/exports/accounting.csv${q}`);
|
||||||
|
return send(r.status, 'text/csv', await r.text());
|
||||||
|
}
|
||||||
|
json(404, { error: 'not found' });
|
||||||
|
} catch (err) {
|
||||||
|
json(502, { error: err.message });
|
||||||
|
}
|
||||||
|
});
|
||||||
|
|
||||||
|
server.listen(PORT, '0.0.0.0', () => {
|
||||||
|
process.stdout.write(`zappier-accounting-export http://127.0.0.1:${PORT}/\n`);
|
||||||
|
});
|
||||||
25
test/health.test.js
Normal file
25
test/health.test.js
Normal file
|
|
@ -0,0 +1,25 @@
|
||||||
|
import { test } from 'node:test';
|
||||||
|
import assert from 'node:assert/strict';
|
||||||
|
import { spawn } from 'node:child_process';
|
||||||
|
import { fileURLToPath } from 'node:url';
|
||||||
|
import path from 'node:path';
|
||||||
|
|
||||||
|
const root = path.join(path.dirname(fileURLToPath(import.meta.url)), '..');
|
||||||
|
|
||||||
|
test('accounting-export health', async () => {
|
||||||
|
const port = 18013;
|
||||||
|
const child = spawn(process.execPath, ['src/server.js'], {
|
||||||
|
cwd: root,
|
||||||
|
env: { ...process.env, PORT: String(port) },
|
||||||
|
stdio: ['ignore', 'pipe', 'pipe'],
|
||||||
|
});
|
||||||
|
await new Promise((r) => setTimeout(r, 400));
|
||||||
|
try {
|
||||||
|
const r = await fetch(`http://127.0.0.1:${port}/health`);
|
||||||
|
assert.equal((await r.json()).role, 'zappier-accounting-export');
|
||||||
|
const home = await fetch(`http://127.0.0.1:${port}/`);
|
||||||
|
assert.equal(home.status, 200);
|
||||||
|
} finally {
|
||||||
|
child.kill('SIGTERM');
|
||||||
|
}
|
||||||
|
});
|
||||||
Loading…
Add table
Add a link
Reference in a new issue