Everjust Quickbooks

EVERJUST QuickBooks — Agent Skill

Operate the QuickBooks Online accounting connector of an everjust.app tenant as an agent: connect a tenant's Odoo to its Intuit QBO company via OAuth2, pull the QBO chart of accounts into Odoo, push a posted Odoo customer invoice into QBO, and reason about connection health — all through the Odoo MCP / ORM (search, get/read, create, update/write, call a model method; see [[everjust-agent-mcp]] for opening the session against the right tenant DB). The everjust-specific addon is everjust_quickbooks (source: <ww.everjust.app>/addons/everjust_quickbooks/). It depends on stock Odoo account.

NOT INSTALLED ANYWHERE YET. As of this writing everjust_quickbooks is present in the container addons path (/mnt/extra-addons/everjust_quickbooks) but is in state uninstalled on BOTH connectdomain and tcstartupweek. Its hard dependency account is also uninstalled on both — so installing the connector pulls the whole Accounting app in with it. Every recipe below assumes the module has been installed on the target tenant. If a call raises "model qbo.client does not exist" or "unknown model," the module is simply not installed on that DB — that is expected, not a bug. Do not attempt to install it or install account as a side effect of a sync task; that is a deliberate platform-ops decision, see [[everjust-platform]].

When to use this skill

• Connect a tenant to QuickBooks — kick off / finish the OAuth2 authorize flow and confirm the realm is linked. (The actual browser hop is human-driven; see below.)
• Pull the chart of accounts — QBO Account → Odoo account.account, idempotent.
• Push a customer invoice — a posted Odoo out_invoice → a QBO Invoice (creating the QBO Customer first if needed).
• Diagnose a QBO connection — is it connected? does it need reconnect (revoked or near-expiry refresh token)? which Intuit environment is it on?
• Reason about tokens — understand why a sync 401'd, refreshed, or demanded a reconnect — WITHOUT ever hand-editing a token param.

Do NOT use this skill for, and stop if the task is really:

• Installing the module / the Accounting app — that is a platform-ops decision ([[everjust-platform]]), not a sync task. This skill assumes it's installed.
• Editing QBO tokens by hand to "fix" a connection — the tokens rotate under a lock and commit immediately; a raw set_param will silently break the connection (see Pitfalls). The only supported repair is re-running the OAuth flow.
• General Odoo Accounting (reconciliation, journals, taxes) — that's stock account, not this connector. This module only adds qbo_id mirrors + sync/push methods.
• Bulk historical migration — the invoice push is lean v1 (one SalesItemLine per line, no per-product item mapping, no tax-code mapping); it is not a full ledger sync.

You reach the ORM through the platform's Odoo MCP tools — see [[everjust-agent-mcp]] for opening an env against the right tenant DB, running a shell, or calling a model method. Every recipe below is expressed as ORM/method calls you route through that MCP.

Architecture (the model map)

One tenant DB per customer. Everything QBO is per-tenant, and — crucially — all QBO credentials and connection state live in ir.config_parameter under the everjust_quickbooks.* namespace (mirroring everjust_phone / everjust_ringover). DB-per-tenant isolation therefore gives secret isolation for free: there is one shared EVERJUST Intuit app (client id/secret), but each tenant DB holds its own realm_id and its own tokens.

The everjust_quickbooks.* config params (state lives here, NOT on a model)

Written by the OAuth callback and the token helpers; seeded empty by data/config_params.xml.

The OAuth flow (human-in-the-loop; you don't drive the browser)

Two auth='user' controller routes, guarded by an HMAC-over-nonce state: /quickbooks/connect (builds the Intuit authorize URL, 302s the admin to Intuit) and /quickbooks/callback (verifies state, exchanges the code, persists realm_id + tokens). From Settings the button res.config.settings.action_qbo_connect() saves creds then redirects to /quickbooks/connect. As an agent you can't complete this — it needs a logged-in human to authorize at Intuit. Your job is to (a) confirm creds/redirect-URI are set, (b) hand the admin the connect URL, (c) after they return, verify with qbo.client.is_connected().

The token lifecycle — the ONE thing to get right

qbo.client is the single writer of the token params, and it protects the rotating refresh token aggressively. Read these before touching anything QBO:

• _valid_access_token() — returns a live access token, refreshing transparently if _token_expired(). Everything (query, post_object, get_client, _headers) goes through it.
• _lock_for_refresh() — takes a per-tenant Postgres advisory xact lock (pg_advisory_xact_lock, key = crc32("qbo_refresh:" + realm_id)) so two workers can't both spend the SAME rotating refresh token (Intuit rotation would invalidate it and one side would persist a dead token). Then re-reads past the ORM cache to see a concurrent winner's committed token.
• _store_tokens() — writes the new access + rotated refresh token and commits immediately (self.env.cr.commit(), skipped only in test mode) so a later failure in the same request can never lose the rotated refresh token. It also clears reconnect_required on success.
• _request() — HTTP with a one-shot 401 refresh-and-retry (_force_refresh), because Intuit can invalidate an access token before its local 1h expiry.
• needs_reconnect() — True if reconnect_required == "1" OR the refresh token's rolling expiry is within 7 days. This is the health check you watch.
• cron_refresh_token() — a scheduled ~12h best-effort refresh (ir.cron "QuickBooks: Refresh Access Token", active) so the connection never goes cold.

The takeaway: you never read, write, or "refresh" a token yourself. You call a high-level method (query, post_object, is_connected, needs_reconnect) and let qbo.client do the locking + rotation + commit.

Recipes

Route each through the Odoo MCP (open an env on the tenant DB — see [[everjust-agent-mcp]]). qbo.client is an AbstractModel, so call its @api.model methods on env["qbo.client"] directly (no record needed).

Check connection health (always do this before a sync/push)

qbo = env["qbo.client"]
qbo.is_connected()        # True once realm_id + refresh_token both present (OAuth done)
qbo.needs_reconnect()     # True if refresh token revoked OR within 7 days of expiry
qbo._environment()        # "sandbox" (default) or "production" — CONFIRM before writing data
# The read-only state, straight from the params (never write these):
icp = env["ir.config_parameter"].sudo()
{k: icp.get_param("everjust_quickbooks.%s" % k) for k in
 ("realm_id", "environment", "token_expiry", "refresh_token_expiry", "reconnect_required")}

Gate every operation on this: if not is_connected() → the tenant hasn't OAuth'd; if needs_reconnect() → stop and ask a human to reconnect (a sync will fail or is about to). Do NOT try to "wake" the connection by editing params. And always confirm _environment() — a sandbox connection pushing what you think is production data (or vice versa) is a silent data-integrity trap.

Start / confirm the OAuth connect (agent preps, human authorizes)

qbo = env["qbo.client"]
# 1) Confirm the app creds + redirect URI are set (else the connect route bounces):
for k in ("client_id", "client_secret", "redirect_uri"):
    assert qbo._get_param(k), "Missing everjust_quickbooks.%s — set it in Settings" % k
# 2) The admin must click "Connect QuickBooks" in Settings, or open the connect URL,
#    which 302s to Intuit for authorization:
connect_url = "https://<tenant-domain>.everjust.app/quickbooks/connect"
# 3) After they return from Intuit, VERIFY it took (callback persisted realm + tokens):
qbo.is_connected()        # -> True, and:
qbo._get_param("realm_id")   # the linked QBO company

You cannot complete step 2 as an agent (it needs an interactive Intuit login). Never fabricate realm_id/tokens to "simulate" a connection — an invalid token set will 401 every call and can flip reconnect_required.

Pull the chart of accounts (QBO → Odoo account.account)

# Idempotent on account.account.qbo_id, then falls back to matching by code.
created, updated = env["account.account"]._qbo_sync_chart_of_accounts()
# Or the button/server-action entry point (returns a UI notification dict):
env["account.account"].action_qbo_pull_chart_of_accounts()
# Or drive the wizard the same way a user would:
w = env["qbo.account.sync.wizard"].create({})
w.action_pull(); w.result_message
# Inspect what landed:
env["account.account"].search_read(
    [("qbo_id", "!=", False)], ["code", "name", "account_type", "qbo_id"])

The sync paginates QBO (STARTPOSITION/MAXRESULTS 1000) so accounts past the first 1000 aren't dropped, maps QBO AccountType/AccountSubType → Odoo account_type, sanitizes AcctNum to Odoo's [A-Za-z0-9.] code charset (synthesizing QBO<id> if empty), and isolates each upsert in a savepoint so one bad record can't abort the batch. It matches by qbo_id then code — deliberately no name fallback (a name match would fuse onto an unrelated localization account). This is a one-way QBO→Odoo pull; it does not push Odoo accounts back.

Push a posted customer invoice (Odoo → QBO Invoice)

inv = env["account.move"].search(
    [("move_type", "=", "out_invoice"), ("state", "=", "posted")], limit=1)
inv.action_qbo_push_invoice()   # per-move guarded; posts a chatter note with the QBO Id
inv.read(["name", "qbo_id"])    # qbo_id set -> re-push UPDATES (sparse) rather than dups

Guards: it refuses anything that isn't a posted out_invoice (raises UserError). It first ensures the QBO Customer exists via inv.partner_id.commercial_partner_id._qbo_ensure_customer() (which reuses a QBO customer with the same DisplayName, else creates one and caches res.partner.qbo_id), then builds a lean payload — one SalesItemLine per product line (Amount = price_subtotal), no per-product ItemRef and no tax mapping (v1 TODOs). If move.qbo_id is already set it sends sparse=True to update in place. Bulk-push a set the same way: env["account.move"].browse(ids).action_qbo_push_invoice() (also wired as an invoice-list cog action). A push that returns no Id posts no chatter and increments nothing — read move.qbo_id to confirm it actually landed.

Run a raw QBO query / entity write (when you need the API directly)

qbo = env["qbo.client"]
# SQL-like read (paginate yourself past 1000 rows, like the CoA sync does):
qbo.query("SELECT * FROM Account STARTPOSITION 1 MAXRESULTS 1000").get("Account", [])
qbo.query("SELECT * FROM Customer WHERE DisplayName = 'Acme'").get("Customer", [])
# Entity create/update (entity name lowercase; response key is Capitalized):
qbo.post_object("customer", {"DisplayName": "Acme Co"})
qbo.post_object("invoice", {"CustomerRef": {"value": "58"}, "Line": [...]})

Both go through _request → _valid_access_token, so the token is refreshed/rotated and the 401-retry happens for you. Use these only for things the two shipped syncs don't cover; prefer the higher-level _qbo_sync_chart_of_accounts / action_qbo_push_invoice when they fit, so qbo_id bookkeeping stays correct.

Pitfalls

1. NEVER mutate a QBO token param by hand. access_token / refresh_token / token_expiry / refresh_token_expiry / reconnect_required are owned exclusively by qbo.client._store_tokens. The refresh token rotates on every refresh and is committed the instant Intuit hands over a new one, guarded by a per-tenant pg_advisory_xact_lock. A raw set_param("everjust_quickbooks.refresh_token", ...) bypasses the lock and the rotation bookkeeping — you'll spend a stale token, Intuit invalidates it, and the connection dies. The only supported repair for a broken connection is re-running the OAuth flow.

2. Always check needs_reconnect() — and honor it. It's True when a prior refresh got invalid_grant (token revoked → reconnect_required="1") OR the refresh token's rolling ~100-day expiry is within 7 days. If it's True, syncs are failing or about to; stop and get a human to reconnect rather than retrying. The Settings banner (qbo_reconnect_required) is just this method surfaced.

3. Default environment is sandbox. _environment() falls back to sandbox for any unrecognized value, and the seed param is sandbox. Before pushing invoices or trusting pulled accounts, confirm _environment() — pushing real invoices into a sandbox company (or sandbox test data into production) is a silent, expensive mistake. Sandbox and production also hit different API bases and are different Intuit companies entirely.

4. is_connected() ≠ "healthy." It only checks realm_id + refresh_token are present. The refresh token can still be revoked/expired. Pair it with needs_reconnect(), and remember _request does a one-shot 401 refresh-retry — a single 401 self-heals, a persistent failure means reconnect.

5. This module is UNINSTALLED on every tenant, and so is account. A missing-model error is the expected state, not a bug. Installing the connector drags the full stock Accounting app in as a dependency — that's a platform-ops call ([[everjust-platform]]), not something to trigger from a sync task.

6. The Python libs are lazy-imported. intuit-oauth (intuitlib) and python-quickbooks are imported inside methods, not declared in external_dependencies (Odoo 19 would block install on a missing dep). If they're not baked into the image, connect/refresh/sync raise a clear UserError ("connector library is not installed … add it to the application image") at call time — that's an image problem, fix it in the Dockerfile, not by editing params.

7. CoA pull is one-way and matches only on qbo_id/code. It never pushes Odoo accounts to QBO and deliberately has no name-based match — don't expect it to reconcile accounts that differ in both qbo_id and code. It synthesizes a QBO<id> code when QBO has no usable AcctNum.

8. Invoice push is intentionally lean (v1). One SalesItemLine per product line at price_subtotal; no per-product ItemRef, no tax-code mapping, only posted out_invoice. Don't treat it as a faithful full-fidelity export or a two-way ledger sync. DocNumber is truncated to 21 chars.

9. Everything is per-tenant / per-realm_id. Tokens, realm, and the advisory-lock key are all tenant-scoped. When operating multi-tenant, confirm you're on the right tenant DB before any QBO call (see [[everjust-agent-mcp]]) — there is no cross-tenant QBO state.

10. Provider exceptions embed the raw token body — never echo them. _perform_refresh deliberately logs type/status/tid, not the exception string, because Intuit's error string embeds the OAuth token-endpoint response body. If you surface refresh errors, keep that discipline: don't interpolate the raw provider exception into logs or UI.