523 lines
20 KiB
TypeScript
523 lines
20 KiB
TypeScript
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/**
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* QuickBooks Online Sync Service
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* Fetches invoices, payments, deposits, transactions, and financial reports
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* from QBO and upserts them into PostgreSQL.
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*/
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import postgresClient from './postgres-client';
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import { QboClient, getQboClient } from './qbo-client';
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import {
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QboInvoice,
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QboPayment,
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QboDeposit,
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QboPurchase,
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QboJournalEntry,
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QboReport,
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QboSyncResult,
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QboEntitySyncResult,
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} from '@/lib/types/qbo';
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export class QboSyncService {
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private client: QboClient;
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private isSyncing = false;
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constructor(client?: QboClient) {
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this.client = client || getQboClient();
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}
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isSyncInProgress(): boolean {
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return this.isSyncing;
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}
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async fullSync(triggeredBy = 'system'): Promise<QboSyncResult> {
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return this.executeSync('full', triggeredBy);
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}
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async incrementalSync(triggeredBy = 'system'): Promise<QboSyncResult> {
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return this.executeSync('incremental', triggeredBy);
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}
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private async executeSync(
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syncType: 'full' | 'incremental',
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triggeredBy: string
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): Promise<QboSyncResult> {
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if (this.isSyncing) {
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throw new Error('QBO sync already in progress');
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}
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this.isSyncing = true;
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const syncId = `qbo_${Date.now()}_${Math.random().toString(36).slice(2, 8)}`;
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const startedAt = new Date();
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const entities: QboEntitySyncResult[] = [];
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const errors: string[] = [];
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const realmId = process.env.QBO_REALM_ID || '';
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console.log(`[QboSync] Starting ${syncType} sync (${syncId}) triggered by ${triggeredBy}`);
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try {
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// Determine updatedSince for incremental
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let updatedSince: Date | undefined;
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if (syncType === 'incremental') {
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updatedSince = await this.getLastSyncTime();
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}
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// Sync invoices
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entities.push(await this.syncInvoices(realmId, updatedSince));
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// Sync payments
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entities.push(await this.syncPayments(realmId, updatedSince));
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// Sync deposits
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entities.push(await this.syncDeposits(realmId, updatedSince));
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// Sync purchases (expenses/credit card charges)
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entities.push(await this.syncPurchases(realmId, updatedSince));
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// Sync journal entries
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entities.push(await this.syncJournalEntries(realmId, updatedSince));
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// Sync reports — always fetch current + last 12 months on full, current month on incremental
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if (syncType === 'full') {
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entities.push(await this.syncReports(realmId, 12));
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} else {
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entities.push(await this.syncReports(realmId, 1));
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}
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// Record sync history
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await this.recordSyncHistory(syncId, syncType, triggeredBy, startedAt, 'completed', entities);
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} catch (err) {
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const msg = err instanceof Error ? err.message : String(err);
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errors.push(msg);
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console.error(`[QboSync] Sync failed: ${msg}`);
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await this.recordSyncHistory(syncId, syncType, triggeredBy, startedAt, 'failed', entities, msg);
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} finally {
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this.isSyncing = false;
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}
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const completedAt = new Date();
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return {
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syncId,
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realmId,
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status: errors.length === 0 ? 'completed' : 'failed',
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startedAt,
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completedAt,
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duration: completedAt.getTime() - startedAt.getTime(),
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entities,
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errors,
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};
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}
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// ─── Entity Sync Methods ───────────────────────────────────────────────────
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private async syncInvoices(realmId: string, updatedSince?: Date): Promise<QboEntitySyncResult> {
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const start = Date.now();
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try {
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const invoices = await this.client.getInvoices(updatedSince);
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console.log(`[QboSync] Fetched ${invoices.length} invoices`);
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let upserted = 0;
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for (const inv of invoices) {
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const status = this.deriveInvoiceStatus(inv);
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await postgresClient.query(
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`INSERT INTO qbo_invoices
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(id, realm_id, doc_number, txn_date, due_date, customer_ref_id, customer_ref_name,
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email_address, total_amt, balance, status, currency_code, line_items, linked_txns,
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sync_token, qbo_created_at, qbo_updated_at, synced_at)
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VALUES ($1,$2,$3,$4,$5,$6,$7,$8,$9,$10,$11,$12,$13,$14,$15,$16,$17,NOW())
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ON CONFLICT (id) DO UPDATE SET
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doc_number = EXCLUDED.doc_number,
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txn_date = EXCLUDED.txn_date,
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due_date = EXCLUDED.due_date,
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customer_ref_id = EXCLUDED.customer_ref_id,
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customer_ref_name = EXCLUDED.customer_ref_name,
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email_address = EXCLUDED.email_address,
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total_amt = EXCLUDED.total_amt,
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balance = EXCLUDED.balance,
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status = EXCLUDED.status,
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currency_code = EXCLUDED.currency_code,
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line_items = EXCLUDED.line_items,
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linked_txns = EXCLUDED.linked_txns,
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sync_token = EXCLUDED.sync_token,
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qbo_updated_at = EXCLUDED.qbo_updated_at,
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synced_at = NOW()`,
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[
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inv.Id, realmId, inv.DocNumber ?? null,
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inv.TxnDate ?? null, inv.DueDate ?? null,
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inv.CustomerRef?.value ?? null, inv.CustomerRef?.name ?? null,
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inv.BillEmail?.Address ?? null,
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inv.TotalAmt ?? null, inv.Balance ?? null,
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status, inv.CurrencyRef?.value ?? 'USD',
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JSON.stringify(inv.Line ?? []),
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JSON.stringify(inv.LinkedTxn ?? []),
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inv.SyncToken,
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inv.MetaData?.CreateTime ?? null,
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inv.MetaData?.LastUpdatedTime ?? null,
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]
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);
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upserted++;
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}
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return { entity: 'invoices', success: true, recordsUpserted: upserted, duration: Date.now() - start };
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} catch (err) {
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const msg = err instanceof Error ? err.message : String(err);
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console.error(`[QboSync] Invoice sync failed: ${msg}`);
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return { entity: 'invoices', success: false, recordsUpserted: 0, duration: Date.now() - start, error: msg };
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}
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}
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private async syncPayments(realmId: string, updatedSince?: Date): Promise<QboEntitySyncResult> {
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const start = Date.now();
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try {
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const payments = await this.client.getPayments(updatedSince);
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console.log(`[QboSync] Fetched ${payments.length} payments`);
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let upserted = 0;
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for (const pay of payments) {
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await postgresClient.query(
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`INSERT INTO qbo_payments
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(id, realm_id, txn_date, customer_ref_id, customer_ref_name, total_amt, unapplied_amt,
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currency_code, payment_method_ref, deposit_account_ref, linked_txns,
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sync_token, qbo_created_at, qbo_updated_at, synced_at)
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VALUES ($1,$2,$3,$4,$5,$6,$7,$8,$9,$10,$11,$12,$13,$14,NOW())
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ON CONFLICT (id) DO UPDATE SET
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txn_date = EXCLUDED.txn_date,
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customer_ref_id = EXCLUDED.customer_ref_id,
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customer_ref_name = EXCLUDED.customer_ref_name,
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total_amt = EXCLUDED.total_amt,
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unapplied_amt = EXCLUDED.unapplied_amt,
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currency_code = EXCLUDED.currency_code,
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payment_method_ref = EXCLUDED.payment_method_ref,
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deposit_account_ref = EXCLUDED.deposit_account_ref,
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linked_txns = EXCLUDED.linked_txns,
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sync_token = EXCLUDED.sync_token,
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qbo_updated_at = EXCLUDED.qbo_updated_at,
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synced_at = NOW()`,
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[
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pay.Id, realmId, pay.TxnDate ?? null,
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pay.CustomerRef?.value ?? null, pay.CustomerRef?.name ?? null,
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pay.TotalAmt ?? null, pay.UnappliedAmt ?? null,
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pay.CurrencyRef?.value ?? 'USD',
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pay.PaymentMethodRef?.name ?? null,
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pay.DepositToAccountRef?.name ?? null,
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JSON.stringify(pay.Line ?? []),
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pay.SyncToken,
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pay.MetaData?.CreateTime ?? null,
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pay.MetaData?.LastUpdatedTime ?? null,
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]
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);
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upserted++;
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}
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return { entity: 'payments', success: true, recordsUpserted: upserted, duration: Date.now() - start };
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} catch (err) {
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const msg = err instanceof Error ? err.message : String(err);
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console.error(`[QboSync] Payment sync failed: ${msg}`);
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return { entity: 'payments', success: false, recordsUpserted: 0, duration: Date.now() - start, error: msg };
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}
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}
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private async syncDeposits(realmId: string, updatedSince?: Date): Promise<QboEntitySyncResult> {
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const start = Date.now();
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try {
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const deposits = await this.client.getDeposits(updatedSince);
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console.log(`[QboSync] Fetched ${deposits.length} deposits`);
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let upserted = 0;
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for (const dep of deposits) {
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await postgresClient.query(
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`INSERT INTO qbo_deposits
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(id, realm_id, txn_date, deposit_to_account_ref_id, deposit_to_account_ref_name,
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total_amt, line_items, sync_token, qbo_created_at, qbo_updated_at, synced_at)
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VALUES ($1,$2,$3,$4,$5,$6,$7,$8,$9,$10,NOW())
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ON CONFLICT (id) DO UPDATE SET
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txn_date = EXCLUDED.txn_date,
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deposit_to_account_ref_id = EXCLUDED.deposit_to_account_ref_id,
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deposit_to_account_ref_name = EXCLUDED.deposit_to_account_ref_name,
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total_amt = EXCLUDED.total_amt,
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line_items = EXCLUDED.line_items,
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sync_token = EXCLUDED.sync_token,
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qbo_updated_at = EXCLUDED.qbo_updated_at,
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synced_at = NOW()`,
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[
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dep.Id, realmId, dep.TxnDate ?? null,
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dep.DepositToAccountRef?.value ?? null,
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dep.DepositToAccountRef?.name ?? null,
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dep.TotalAmt ?? null,
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JSON.stringify(dep.Line ?? []),
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dep.SyncToken,
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dep.MetaData?.CreateTime ?? null,
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dep.MetaData?.LastUpdatedTime ?? null,
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]
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);
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upserted++;
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}
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return { entity: 'deposits', success: true, recordsUpserted: upserted, duration: Date.now() - start };
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} catch (err) {
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const msg = err instanceof Error ? err.message : String(err);
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console.error(`[QboSync] Deposit sync failed: ${msg}`);
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return { entity: 'deposits', success: false, recordsUpserted: 0, duration: Date.now() - start, error: msg };
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}
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}
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private async syncPurchases(realmId: string, updatedSince?: Date): Promise<QboEntitySyncResult> {
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const start = Date.now();
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try {
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const purchases = await this.client.getPurchases(updatedSince);
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console.log(`[QboSync] Fetched ${purchases.length} purchases`);
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let upserted = 0;
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for (const p of purchases) {
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await postgresClient.query(
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`INSERT INTO qbo_transactions
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(id, txn_type, realm_id, txn_date, doc_number, entity_ref_id, entity_ref_name,
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entity_type, account_ref_id, account_ref_name, total_amt, currency_code,
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private_note, line_items, sync_token, qbo_created_at, qbo_updated_at, synced_at)
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VALUES ($1,'Purchase',$2,$3,$4,$5,$6,$7,$8,$9,$10,$11,$12,$13,$14,$15,$16,NOW())
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ON CONFLICT (id, txn_type) DO UPDATE SET
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txn_date = EXCLUDED.txn_date,
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doc_number = EXCLUDED.doc_number,
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entity_ref_id = EXCLUDED.entity_ref_id,
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entity_ref_name = EXCLUDED.entity_ref_name,
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entity_type = EXCLUDED.entity_type,
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account_ref_id = EXCLUDED.account_ref_id,
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account_ref_name = EXCLUDED.account_ref_name,
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total_amt = EXCLUDED.total_amt,
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currency_code = EXCLUDED.currency_code,
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private_note = EXCLUDED.private_note,
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line_items = EXCLUDED.line_items,
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sync_token = EXCLUDED.sync_token,
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qbo_updated_at = EXCLUDED.qbo_updated_at,
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synced_at = NOW()`,
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[
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p.Id, realmId, p.TxnDate ?? null, p.DocNumber ?? null,
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p.EntityRef?.value ?? null, p.EntityRef?.name ?? null,
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p.EntityRef?.type ?? null,
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p.AccountRef?.value ?? null, p.AccountRef?.name ?? null,
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p.TotalAmt ?? null, p.CurrencyRef?.value ?? 'USD',
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p.PrivateNote ?? null,
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JSON.stringify(p.Line ?? []),
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p.SyncToken,
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p.MetaData?.CreateTime ?? null,
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p.MetaData?.LastUpdatedTime ?? null,
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]
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);
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upserted++;
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}
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return { entity: 'purchases', success: true, recordsUpserted: upserted, duration: Date.now() - start };
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} catch (err) {
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const msg = err instanceof Error ? err.message : String(err);
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console.error(`[QboSync] Purchase sync failed: ${msg}`);
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return { entity: 'purchases', success: false, recordsUpserted: 0, duration: Date.now() - start, error: msg };
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}
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}
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private async syncJournalEntries(realmId: string, updatedSince?: Date): Promise<QboEntitySyncResult> {
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const start = Date.now();
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try {
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const entries = await this.client.getJournalEntries(updatedSince);
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console.log(`[QboSync] Fetched ${entries.length} journal entries`);
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let upserted = 0;
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for (const je of entries) {
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await postgresClient.query(
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`INSERT INTO qbo_transactions
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(id, txn_type, realm_id, txn_date, doc_number, total_amt, currency_code,
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private_note, line_items, sync_token, qbo_created_at, qbo_updated_at, synced_at)
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VALUES ($1,'JournalEntry',$2,$3,$4,$5,$6,$7,$8,$9,$10,$11,NOW())
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ON CONFLICT (id, txn_type) DO UPDATE SET
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txn_date = EXCLUDED.txn_date,
|
||
|
|
doc_number = EXCLUDED.doc_number,
|
||
|
|
total_amt = EXCLUDED.total_amt,
|
||
|
|
currency_code = EXCLUDED.currency_code,
|
||
|
|
private_note = EXCLUDED.private_note,
|
||
|
|
line_items = EXCLUDED.line_items,
|
||
|
|
sync_token = EXCLUDED.sync_token,
|
||
|
|
qbo_updated_at = EXCLUDED.qbo_updated_at,
|
||
|
|
synced_at = NOW()`,
|
||
|
|
[
|
||
|
|
je.Id, realmId, je.TxnDate ?? null, je.DocNumber ?? null,
|
||
|
|
je.TotalAmt ?? null, je.CurrencyRef?.value ?? 'USD',
|
||
|
|
je.PrivateNote ?? null,
|
||
|
|
JSON.stringify(je.Line ?? []),
|
||
|
|
je.SyncToken,
|
||
|
|
je.MetaData?.CreateTime ?? null,
|
||
|
|
je.MetaData?.LastUpdatedTime ?? null,
|
||
|
|
]
|
||
|
|
);
|
||
|
|
upserted++;
|
||
|
|
}
|
||
|
|
|
||
|
|
return { entity: 'journal_entries', success: true, recordsUpserted: upserted, duration: Date.now() - start };
|
||
|
|
} catch (err) {
|
||
|
|
const msg = err instanceof Error ? err.message : String(err);
|
||
|
|
console.error(`[QboSync] Journal entry sync failed: ${msg}`);
|
||
|
|
return { entity: 'journal_entries', success: false, recordsUpserted: 0, duration: Date.now() - start, error: msg };
|
||
|
|
}
|
||
|
|
}
|
||
|
|
|
||
|
|
private async syncReports(realmId: string, monthsBack: number): Promise<QboEntitySyncResult> {
|
||
|
|
const start = Date.now();
|
||
|
|
let upserted = 0;
|
||
|
|
let skipped = 0;
|
||
|
|
const errors: string[] = [];
|
||
|
|
|
||
|
|
try {
|
||
|
|
// Fetch company accounting preference once
|
||
|
|
const { reportBasis } = await this.client.getPreferences();
|
||
|
|
console.log(`[QboSync] Report sync using accounting method: ${reportBasis}`);
|
||
|
|
|
||
|
|
const now = new Date();
|
||
|
|
|
||
|
|
for (let i = 0; i < monthsBack; i++) {
|
||
|
|
const periodEnd = new Date(now.getFullYear(), now.getMonth() - i + 1, 0);
|
||
|
|
const periodStart = new Date(now.getFullYear(), now.getMonth() - i, 1);
|
||
|
|
|
||
|
|
const startStr = this.formatDate(periodStart);
|
||
|
|
const endStr = this.formatDate(periodEnd);
|
||
|
|
|
||
|
|
// P&L
|
||
|
|
try {
|
||
|
|
const pl = await this.client.getProfitAndLoss(startStr, endStr, reportBasis);
|
||
|
|
if (pl?.Header?.NoReportData === 'true') {
|
||
|
|
console.log(`[QboSync] P&L ${startStr}: no data, skipping`);
|
||
|
|
skipped++;
|
||
|
|
} else {
|
||
|
|
await this.upsertReport(realmId, 'ProfitAndLoss', periodStart, periodEnd, pl);
|
||
|
|
console.log(`[QboSync] P&L ${startStr}: upserted`);
|
||
|
|
upserted++;
|
||
|
|
}
|
||
|
|
} catch (err) {
|
||
|
|
const msg = err instanceof Error ? err.message : String(err);
|
||
|
|
errors.push(`P&L ${startStr}: ${msg}`);
|
||
|
|
}
|
||
|
|
|
||
|
|
// Balance Sheet
|
||
|
|
try {
|
||
|
|
const bs = await this.client.getBalanceSheet(startStr, endStr, reportBasis);
|
||
|
|
if (bs?.Header?.NoReportData === 'true') {
|
||
|
|
console.log(`[QboSync] BalanceSheet ${startStr}: no data, skipping`);
|
||
|
|
skipped++;
|
||
|
|
} else {
|
||
|
|
await this.upsertReport(realmId, 'BalanceSheet', periodStart, periodEnd, bs);
|
||
|
|
console.log(`[QboSync] BalanceSheet ${startStr}: upserted`);
|
||
|
|
upserted++;
|
||
|
|
}
|
||
|
|
} catch (err) {
|
||
|
|
const msg = err instanceof Error ? err.message : String(err);
|
||
|
|
errors.push(`BalanceSheet ${startStr}: ${msg}`);
|
||
|
|
}
|
||
|
|
|
||
|
|
// Cash Flow
|
||
|
|
try {
|
||
|
|
const cf = await this.client.getCashFlow(startStr, endStr);
|
||
|
|
if (cf?.Header?.NoReportData === 'true') {
|
||
|
|
console.log(`[QboSync] CashFlow ${startStr}: no data, skipping`);
|
||
|
|
skipped++;
|
||
|
|
} else {
|
||
|
|
await this.upsertReport(realmId, 'CashFlow', periodStart, periodEnd, cf);
|
||
|
|
console.log(`[QboSync] CashFlow ${startStr}: upserted`);
|
||
|
|
upserted++;
|
||
|
|
}
|
||
|
|
} catch (err) {
|
||
|
|
const msg = err instanceof Error ? err.message : String(err);
|
||
|
|
errors.push(`CashFlow ${startStr}: ${msg}`);
|
||
|
|
}
|
||
|
|
}
|
||
|
|
|
||
|
|
console.log(`[QboSync] Reports: ${upserted} upserted, ${skipped} skipped, ${errors.length} errors`);
|
||
|
|
if (errors.length > 0) {
|
||
|
|
console.warn(`[QboSync] Report errors: ${errors.join('; ')}`);
|
||
|
|
}
|
||
|
|
|
||
|
|
return {
|
||
|
|
entity: 'reports',
|
||
|
|
success: errors.length === 0,
|
||
|
|
recordsUpserted: upserted,
|
||
|
|
duration: Date.now() - start,
|
||
|
|
error: errors.length > 0 ? errors.join('; ') : undefined,
|
||
|
|
};
|
||
|
|
} catch (err) {
|
||
|
|
const msg = err instanceof Error ? err.message : String(err);
|
||
|
|
console.error(`[QboSync] Report sync failed: ${msg}`);
|
||
|
|
return { entity: 'reports', success: false, recordsUpserted: upserted, duration: Date.now() - start, error: msg };
|
||
|
|
}
|
||
|
|
}
|
||
|
|
|
||
|
|
private async upsertReport(
|
||
|
|
realmId: string,
|
||
|
|
reportType: string,
|
||
|
|
periodStart: Date,
|
||
|
|
periodEnd: Date,
|
||
|
|
data: QboReport
|
||
|
|
): Promise<void> {
|
||
|
|
await postgresClient.query(
|
||
|
|
`INSERT INTO qbo_reports (realm_id, report_type, period_start, period_end, report_data, synced_at)
|
||
|
|
VALUES ($1, $2, $3, $4, $5, NOW())
|
||
|
|
ON CONFLICT (realm_id, report_type, period_start, period_end) DO UPDATE SET
|
||
|
|
report_data = EXCLUDED.report_data,
|
||
|
|
synced_at = NOW()`,
|
||
|
|
[realmId, reportType, periodStart, periodEnd, JSON.stringify(data)]
|
||
|
|
);
|
||
|
|
}
|
||
|
|
|
||
|
|
// ─── Helpers ────────────────────────────────────────────────────────────────
|
||
|
|
|
||
|
|
private deriveInvoiceStatus(inv: QboInvoice): string {
|
||
|
|
if ((inv.Balance ?? 0) === 0 && (inv.TotalAmt ?? 0) > 0) return 'Paid';
|
||
|
|
if ((inv.Balance ?? 0) > 0 && inv.DueDate && new Date(inv.DueDate) < new Date()) return 'Overdue';
|
||
|
|
if ((inv.Balance ?? 0) > 0) return 'Open';
|
||
|
|
return 'Unknown';
|
||
|
|
}
|
||
|
|
|
||
|
|
private formatDate(d: Date): string {
|
||
|
|
return d.toISOString().split('T')[0];
|
||
|
|
}
|
||
|
|
|
||
|
|
private async getLastSyncTime(): Promise<Date | undefined> {
|
||
|
|
try {
|
||
|
|
const result = await postgresClient.query<{ synced_at: Date }>(
|
||
|
|
`SELECT MAX(synced_at) as synced_at FROM qbo_invoices`
|
||
|
|
);
|
||
|
|
return result.rows[0]?.synced_at ?? undefined;
|
||
|
|
} catch {
|
||
|
|
return undefined;
|
||
|
|
}
|
||
|
|
}
|
||
|
|
|
||
|
|
private async recordSyncHistory(
|
||
|
|
_syncId: string,
|
||
|
|
syncType: string,
|
||
|
|
triggeredBy: string,
|
||
|
|
startedAt: Date,
|
||
|
|
status: string,
|
||
|
|
entities: QboEntitySyncResult[],
|
||
|
|
errorMessage?: string
|
||
|
|
): Promise<void> {
|
||
|
|
try {
|
||
|
|
const totalRecords = entities.reduce((sum, e) => sum + e.recordsUpserted, 0);
|
||
|
|
const normalizedType = syncType === 'incremental' ? 'incremental' : 'full';
|
||
|
|
await postgresClient.query(
|
||
|
|
`INSERT INTO sync_history
|
||
|
|
(entity_type, sync_type, status, records_added, started_at, completed_at, triggered_by, error_message)
|
||
|
|
VALUES ('qbo', $1, $2, $3, $4, NOW(), $5, $6)`,
|
||
|
|
[normalizedType, status, totalRecords, startedAt, triggeredBy, errorMessage ?? null]
|
||
|
|
);
|
||
|
|
} catch (err) {
|
||
|
|
console.warn('[QboSync] Failed to record sync history:', err);
|
||
|
|
}
|
||
|
|
}
|
||
|
|
}
|
||
|
|
|
||
|
|
let _instance: QboSyncService | null = null;
|
||
|
|
|
||
|
|
export function getQboSyncService(): QboSyncService {
|
||
|
|
if (!_instance) {
|
||
|
|
_instance = new QboSyncService();
|
||
|
|
}
|
||
|
|
return _instance;
|
||
|
|
}
|