russell-pollari/stripe2qbo

Import your Stripe transactions to Quick Books Online

stripe2qbo's Issues

Disconnect QBO account

Add GH Actions to run linters and tests

Better DX/process for testing with QBO

Currently requires some tedious manual copy and pasting. And frequent editing of secret to get CI passing

Server side pagination of transactions

More robust tax syncing

Handle more than 2 tax codes

Automate deployment to AWS

Using something like Terraform

Support more Stripe transactions

Or at least the most common:

• refund
• adjustment
• contribution (e.g. Stripe Climate)
• topup
• application_fee
• transfer

Full list here: https://stripe.com/docs/reports/balance-transaction-types

Display name clashes

Display names are unique across QBO. Need a way to detect and handle conflicts (e.g. if a customer has the same name as a vendor)

Don't validate sync settings form until submit

Validating on blur is leading to some annoying UX

Add/update tests for multicurrency on and off

UI for connecting to QBO in settings

Handle pending charges

Update Stripe oauth with new authorization flow

Set quantity and unit price on QBO invoice

Support all currencies

Currently only USD and CAD are supported

Login form and signup form should display error messages

Logging in with the wrong password or email clears the form with no feedback.

Should display an error message and not reset the form.

Similarly with Signup form when trying to create an account that already exists

Remove redudant state from sync slice

In the client reduc store, we have isSyncing and status as statue.
Status is an empty string when isSyncing === false. All the information we need is in status.

We also have syncingTransactionIds which, when empty, means no syncing.

Is sync status adding any extra value, now that we show the sync status of each transaction? We can probably derive the status from the number of transactions.

Syncing {N} transaction{N> 1 && s}

There is also an "import transaction status" but that should be replaced by it's own independent status/loading like state

Landing page / login form

Server error when re-syncing already synced transaction with no Stripe account connected

1. Connect Stripe account
2. Import and sync transaction
3. Disconnect Stripe account
4. Attempt to resync the transaction

Handle stripe fee for tax calculation

A fee with a fee?

More robust test suite with multiple QBO accounts

• US
  • with sales tax
  • without sales tax
  • with multicurrency
  • without multicurrency
• not US
  • with sales tax
  • without sales tax
  • with multicurrency
  • without multicurrency

Prettify and add features to transaction table

Add pagination, sorting, filtering, and make it look nice.

MUI data grid should bit the bill: https://mui.com/x/react-data-grid/

Fix url for connecting stripe account

Link is broken to "Connect a Stripe account"

Raise exception or warning if Stripe home currency does not match QBO

things get weird otherwise...

Issues with date conversion

Sometimes have an off-by-one date difference when importing to QBO. likely a timezone conversion thing..

Use celery worker for sync

So they can survive server restarts

Let users create new QBO accounts from the client

e.g. creating a new Stripe clearing account from the settings form

Show loading indicator for currently syncing transactions

Show more details about synced transactions

• customers
• products /income accounts

Cancel ongoing sync

Add a migration framework

Use Alembic to keep DB up to date with schema changes

https://alembic.sqlalchemy.org/en/latest/

Decouple db CRUD operations from api routes

Use seperate test db for tests

Spin up a temporary SQLite database when running tests to make local development easier

Add ability to compare balances for reconiclliation

Save and show failure reason if sync failes

Prettify SyncDetails

Make this look nice, possibly as a side bar, with more info

Signup form

Store transaction history in db and load on login

Transaction id should only be unique to a specific user

It is possible to have two accounts syncing the same transactions. But the id should still be unique to the user

Stripe App

Settings form has awkward loading

The necessary data comes in staggered, triggering a rerender of the form each time with new values. Should wait to display until all data is loaded

More settings to customize product syncing

add custom rules/mappings for Stripe products

Prettify settings page

• Use more space with a columnar layout
• Group relevant settings (Stripe fees, Taxes, Products/Sales)
• Add success toast and error handling
• Show more details about Stripe connection (business name, currency)
• Show more details about QBO (and prefs, like multi-currency)