Some checks are pending
Bidi Control Character Guard / bidi-control-guard (push) Waiting to run
Circular Dependency Check / Check for new circular dependencies (push) Waiting to run
Citus Migration Smoke / Combined migrations on single-node Citus (push) Waiting to run
E2E Fresh Install Tests / fresh-install-e2e (push) Waiting to run
ext-v2 guardrails / Run ext-v2 guard and ESLint (push) Waiting to run
Integration Tests / Check for relevant changes (push) Waiting to run
Integration Tests / ${{ (github.event_name == 'schedule' || github.event.inputs.suite == 'full') && 'Full integration suite' || 'Tier-1 integration subset' }} (push) Blocked by required conditions
Mobile checks / Mobile lint + typecheck (push) Waiting to run
Mobile checks / Mobile unit tests (push) Waiting to run
Mobile checks / Mobile dependency audit (report) (push) Waiting to run
Mobile checks / Mobile reproducibility checks (push) Waiting to run
Secrets guard (env backups) / Ensure no tracked env backup files (push) Waiting to run
Temporal Readiness / fast-readiness (push) Waiting to run
Temporal Readiness / docker-parity (push) Waiting to run
TypeScript Type Check / Nx affected typecheck (push) Waiting to run
Unit Tests / Skipped-test budget (push) Waiting to run
Unit Tests / Nx affected unit tests (push) Waiting to run
Unit Tests / Server unit coverage (informational) (push) Waiting to run
Validate Tenant Management Schema / Check for relevant changes (push) Waiting to run
Validate Tenant Management Schema / Validate Tenant Management Schema (push) Blocked by required conditions
EE Workflows Build Guard / ee-workflows-build-guard (push) Waiting to run
Excluded: .git, node_modules, secrets/, compose.env, assemblyscript tgz Source: /opt/alga-psa on psa.joliet.tech
77 lines
5.0 KiB
Markdown
77 lines
5.0 KiB
Markdown
# Scratchpad — QBO client migration off node-quickbooks
|
|
|
|
- Plan slug: `qbo-client-migration-off-node-quickbooks`
|
|
- Created: `2026-02-06`
|
|
|
|
## What This Is
|
|
|
|
Keep a lightweight, continuously-updated log of discoveries and decisions made while implementing this plan.
|
|
|
|
Prefer short bullets. Append new entries as you learn things, and also *update earlier notes* when a decision changes or an open question is resolved.
|
|
|
|
## Decisions
|
|
|
|
- (2026-02-06) Primary migration target is an internal REST-based QBO client inside `QboClientService`, not another community wrapper. Rationale: we only use a narrow operation set and can remove the largest dependency risk surface fastest.
|
|
- (2026-02-06) Execute in two commits/batches: Batch 1 parity implementation + compile/typecheck validation, Batch 2 dependency removal + lockfile/audit verification.
|
|
- (2026-02-06) Per user instruction, skip new test authoring/execution for now and validate via typechecks/compiles only.
|
|
- (2026-02-06) Batch 2 removes `node-quickbooks` from both `packages/integrations` and `server` manifests/lockfiles because both declarations contributed risk even though runtime usage had already been removed.
|
|
|
|
## Discoveries / Constraints
|
|
|
|
- (2026-02-06) Current `node-quickbooks` usage is concentrated in `packages/integrations/src/lib/qbo/qboClientService.ts`; app call sites are mostly `qboActions.ts` and `quickBooksCompanyAdapter.ts`.
|
|
- (2026-02-06) Existing behavior to preserve includes: `query`, `create`, `update`, `read`, `findCustomerByDisplayName`, `createOrUpdateCustomer`, and token refresh with tenant secret updates.
|
|
- (2026-02-06) `node-quickbooks` latest npm version is `2.0.47` (modified `2025-12-06`) and includes `request@2.88.0` in dependencies.
|
|
- (2026-02-06) `quickbooks-node-promise` latest npm version is `3.3.14` (modified `2025-02-03`). It is a possible fallback option but not selected as primary path.
|
|
- (2026-02-06) `intuit-oauth` latest npm version is `4.2.2` (modified `2025-11-10`) and can remain relevant for OAuth flows, but this migration targets data API calls in client service.
|
|
- (2026-02-06) `server/package.json` also declares `node-quickbooks` even though no active imports were found in server source; batch 2 should remove this as part of dependency cleanup.
|
|
- (2026-02-06) After lockfile cleanup, `npm ls node-quickbooks --all` returns empty at both monorepo root and server package.
|
|
|
|
## Commands / Runbooks
|
|
|
|
- (2026-02-06) Find QBO usage surface:
|
|
- `rg -n "quickbooks|node-quickbooks|intuit|qbo" packages/integrations/src/lib/qbo/qboClientService.ts packages/integrations/src/actions/qboActions.ts packages/billing/src/services/companySync/adapters/quickBooksCompanyAdapter.ts packages/integrations/package.json`
|
|
- (2026-02-06) Inspect npm package metadata:
|
|
- `npm view node-quickbooks version time.modified repository.url dependencies --json`
|
|
- `npm view quickbooks-node-promise version time.modified repository.url dependencies --json`
|
|
- `npm view intuit-oauth version time.modified repository.url dependencies --json`
|
|
- (2026-02-06) Inspect repo activity quick check:
|
|
- `curl -s https://api.github.com/repos/mcohen01/node-quickbooks | rg -n '"pushed_at"|"open_issues_count"'`
|
|
- `curl -s https://api.github.com/repos/pbrink231/quickbooks-node-promise | rg -n '"pushed_at"|"open_issues_count"'`
|
|
- (2026-02-06) Validate compile/typecheck only (no tests):
|
|
- `npm -w packages/integrations run typecheck`
|
|
- `npm -w packages/billing run typecheck`
|
|
- `npm -w server run typecheck`
|
|
- (2026-02-06) Remove vulnerable dependency entries and refresh lockfiles:
|
|
- `npm uninstall -w packages/integrations node-quickbooks --legacy-peer-deps`
|
|
- `npm uninstall -w server node-quickbooks --legacy-peer-deps`
|
|
- `npm --prefix server uninstall node-quickbooks --legacy-peer-deps`
|
|
- `npm install --package-lock-only --legacy-peer-deps`
|
|
- `npm prune --legacy-peer-deps`
|
|
- (2026-02-06) Verify dependency removal:
|
|
- `npm ls node-quickbooks --all || true`
|
|
- `npm --prefix server ls node-quickbooks --all || true`
|
|
|
|
## Links / References
|
|
|
|
- Plan files:
|
|
- `ee/docs/plans/2026-02-06-qbo-client-migration-off-node-quickbooks/PRD.md`
|
|
- `ee/docs/plans/2026-02-06-qbo-client-migration-off-node-quickbooks/features.json`
|
|
- `ee/docs/plans/2026-02-06-qbo-client-migration-off-node-quickbooks/tests.json`
|
|
- Key code:
|
|
- `packages/integrations/src/lib/qbo/qboClientService.ts`
|
|
- `packages/integrations/src/actions/qboActions.ts`
|
|
- `packages/billing/src/services/companySync/adapters/quickBooksCompanyAdapter.ts`
|
|
- External packages:
|
|
- `https://www.npmjs.com/package/node-quickbooks`
|
|
- `https://www.npmjs.com/package/quickbooks-node-promise`
|
|
- `https://www.npmjs.com/package/intuit-oauth`
|
|
- `https://github.com/mcohen01/node-quickbooks`
|
|
- `https://github.com/pbrink231/quickbooks-node-promise`
|
|
- `https://github.com/intuit/oauth-jsclient`
|
|
|
|
## Open Questions
|
|
|
|
- Do we keep a temporary fallback path to legacy SDK for one release, or hard-cut to REST implementation immediately?
|
|
- Should update payloads enforce sparse update semantics globally?
|
|
- Is explicit `minorversion` support required now, or can it be deferred?
|