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WFDASH-WEBAPP/n8n_workfows/1 - WFDASH QUICKBOOKS INVOICE1 - WFDASH QUICKBOOKS INVOICE_OLD_2.json

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feat(invoicing): add QuickBooks invoicing flow and print functionality Add complete end-to-end QuickBooks invoicing workflow for the invoicing page: - Add `jspdf` dependency for client-side PDF generation - Implement updated item status handling with fallback for new invoice statuses - Add server-side proxy API for secure QuickBooks customer lookup - Build utilities to combine QuickBooks invoices and picking slips into a single PDF - Add invoicing view models for row grouping, payload construction, and status checks - Add full test coverage for all new components, APIs, and utilities - Include feature design documentation and sample n8n workflow config
2026-07-09 07:44:55 +00:00
{
"name": "1 - WFDASH QUICKBOOKS INVOICE1 - WFDASH QUICKBOOKS INVOICE_2TEST",
"nodes": [
{
"parameters": {
"httpMethod": "POST",
"path": "wfdash-quickbooks-invoice-creator",
"responseMode": "responseNode",
"options": {}
},
"id": "e78f7da7-d821-4ec4-864b-34b6d9f2a326",
"name": "Webhook Trigger",
"type": "n8n-nodes-base.webhook",
"typeVersion": 2.1,
"position": [
-1760,
2240
],
"webhookId": "b9523463-a997-4103-8a6c-75885a178e01"
},
{
"parameters": {
"jsCode": "const body = $json.body ?? $json;\n\n// Public webhook mode: do not require X-Webhook-Token.\nconst orderNumber = (body.order_number ?? '').toString().trim();\nconst billingCompany = (body.billing_company ?? '').toString().trim().toUpperCase();\nconst invoiceCompany = (body.invoice_company ?? body.company ?? '').toString().trim();\nconst customerId = (body.customer_id ?? body.qb_customer_id ?? '').toString().trim();\nconst customerName = (body.customer_name ?? '').toString().trim();\nconst items = Array.isArray(body.items) ? body.items : [];\nconst orderItemIds = Array.isArray(body.order_item_ids)\n ? body.order_item_ids.map((value) => value.toString().trim()).filter(Boolean)\n : [];\nconst sentById = (body.sent_by_id ?? '').toString().trim();\nconst sentByName = (body.sent_by_name ?? '').toString().trim();\n\nconsole.log(JSON.stringify({\n event: 'wfdash.invoice.request',\n order_number: orderNumber,\n billing_company: billingCompany,\n customer_id: customerId || null,\n line_count: items.length,\n order_item_count: orderItemIds.length,\n sent_by_id: sentById || null\n}));\n\nreturn [{\n json: {\n invoice_company: invoiceCompany,\n company: invoiceCompany,\n billing_company: billingCompany,\n order_number: orderNumber,\n customer_id: customerId,\n customer_name: customerName,\n order_item_ids: orderItemIds,\n sent_by_id: sentById,\n sent_by_name: sentByName,\n items,\n line_count: items.length,\n auth_ok: true\n }\n}];"
},
"id": "cc33bc60-6969-4009-acce-47af5005d541",
"name": "Normalize Request",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
-1296,
2256
]
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "auth-ok-check",
"leftValue": "={{ $json.auth_ok }}",
"rightValue": true,
"operator": {
"type": "boolean",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "d63860be-7af3-461e-9f98-fd86f755f91b",
"name": "Is Authorized?",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
-1072,
2256
]
},
{
"parameters": {
"assignments": {
"assignments": [
{
"id": "unauth-status",
"name": "status",
"value": "error",
"type": "string"
},
{
"id": "unauth-message",
"name": "message",
"value": "Unauthorized: invalid or missing X-Webhook-Token",
"type": "string"
},
{
"id": "unauth-order",
"name": "order_number",
"value": "={{ $json.order_number }}",
"type": "string"
},
{
"id": "unauth-billing",
"name": "billing_company",
"value": "={{ $json.billing_company }}",
"type": "string"
},
{
"id": "unauth-http",
"name": "http_status",
"value": 401,
"type": "number"
}
]
},
"options": {}
},
"id": "1b3e608d-4165-4dc4-8c77-b03123b774b1",
"name": "Unauthorized Response",
"type": "n8n-nodes-base.set",
"typeVersion": 3.4,
"position": [
3408,
2960
]
},
{
"parameters": {
"jsCode": "const errors = [];\nconst allowedCompanies = ['CNL', 'ISHERWOOD'];\n\nif (!allowedCompanies.includes($json.billing_company)) {\n errors.push('billing_company must be one of CNL, ISHERWOOD');\n}\n\nif (!$json.order_number || typeof $json.order_number !== 'string' || $json.order_number.trim() === '') {\n errors.push('order_number is required');\n}\n\nif (!$json.customer_id || typeof $json.customer_id !== 'string' || $json.customer_id.trim() === '') {\n errors.push('customer_id is required (select a QuickBooks customer from suggestions)');\n}\n\nif (!Array.isArray($json.items) || $json.items.length < 1) {\n errors.push('items must be an array with at least 1 item');\n}\n\nif (Array.isArray($json.items)) {\n $json.items.forEach((item, index) => {\n const row = index + 1;\n if (!item || typeof item.name !== 'string' || item.name.trim() === '') {\n errors.push(`items[${row}] name is required`);\n }\n if (typeof item.qty !== 'number' || Number(item.qty) <= 0) {\n errors.push(`items[${row}] qty must be > 0`);\n }\n if (typeof item.price !== 'number' || Number(item.price) < 0) {\n errors.push(`items[${row}] price must be >= 0`);\n }\n });\n}\n\nif (!Array.isArray($json.order_item_ids) || $json.order_item_ids.length < 1) {\n errors.push('order_item_ids must be an array with at least 1 id');\n}\n\nif (!$json.sent_by_id || typeof $json.sent_by_id !== 'string' || $json.sent_by_id.trim() === '') {\n errors.push('sent_by_id is required');\n}\n\nif (!$json.sent_by_name || typeof $json.sent_by_name !== 'string' || $json.sent_by_name.trim() === '') {\n errors.push('sent_by_name is required');\n}\n\nif (errors.length > 0) {\n return [{\n json: {\n ...$json,\n status: 'error',\n message: `Validation failed: ${errors.join('; ')}`,\n http_status: 400,\n valid: false\n }\n }];\n}\n\nreturn [{\n json: {\n ...$json,\n valid: true\n }\n}];"
},
"id": "643e3226-d2c6-4137-817b-ff47133f6c97",
"name": "Validate Payload",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
-848,
2160
]
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "payload-valid-check",
"leftValue": "={{ $json.valid }}",
"rightValue": true,
"operator": {
"type": "boolean",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "20967ae3-bccb-44b1-b89d-8c526d0e14ad",
"name": "Is Payload Valid?",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
-624,
2160
]
},
{
"parameters": {
"assignments": {
"assignments": [
{
"id": "validation-status",
"name": "status",
"value": "={{ $json.status }}",
"type": "string"
},
{
"id": "validation-message",
"name": "message",
"value": "={{ $json.message }}",
"type": "string"
},
{
"id": "validation-order",
"name": "order_number",
"value": "={{ $json.order_number }}",
"type": "string"
},
{
"id": "validation-billing",
"name": "billing_company",
"value": "={{ $json.billing_company }}",
"type": "string"
},
{
"id": "validation-http",
"name": "http_status",
"value": "={{ $json.http_status }}",
"type": "number"
}
]
},
"options": {}
},
"id": "5de33c57-b278-45a9-855a-40d793d0b370",
"name": "Validation Error Response",
"type": "n8n-nodes-base.set",
"typeVersion": 3.4,
"position": [
3408,
2768
]
},
{
"parameters": {
"assignments": {
"assignments": [
{
"id": "set-cnl-context-item",
"name": "qb_item_ref",
"value": "1",
"type": "string"
},
{
"id": "aa418315-fa29-4c57-b224-d05bd67e3b4d",
"name": "qb_realm_id",
"value": "123146321422364",
"type": "string"
},
{
"id": "439061c4-f708-4e25-85e9-92e4e1f7acfb",
"name": "letterhead",
"value": "={{ $('Normalize Request').item.json.billing_company }}",
"type": "string"
}
]
},
"includeOtherFields": true,
"options": {}
},
"id": "85669920-1c1b-4cd6-bdb1-d26548abdcbc",
"name": "Set CNL Context",
"type": "n8n-nodes-base.set",
"typeVersion": 3.4,
"position": [
-176,
1968
]
},
{
"parameters": {
"assignments": {
"assignments": [
{
"id": "set-isherwood-context-item",
"name": "qb_item_ref",
"value": "1",
"type": "string"
},
{
"id": "36efc6b6-a874-4c66-a5a7-d705e8a75270",
"name": "qb_realm_id",
"value": "123146321437969",
"type": "string"
},
{
"id": "2f5aca75-1314-41a0-8934-d605ed16e8b0",
"name": "letterhead",
"value": "={{ $('Normalize Request').item.json.billing_company }}",
"type": "string"
}
]
},
"includeOtherFields": true,
"options": {}
},
"id": "27b4f8d2-fb73-4764-bda5-5bf5ac1d236b",
"name": "Set ISHERWOOD Context",
"type": "n8n-nodes-base.set",
"typeVersion": 3.4,
"position": [
-176,
2592
]
},
{
"parameters": {
"assignments": {
"assignments": [
{
"id": "mapping-status",
"name": "status",
"value": "error",
"type": "string"
},
{
"id": "mapping-message",
"name": "message",
"value": "Unsupported billing_company mapping",
"type": "string"
},
{
"id": "mapping-order",
"name": "order_number",
"value": "={{ $json.order_number }}",
"type": "string"
},
{
"id": "mapping-company",
"name": "billing_company",
"value": "={{ $json.billing_company }}",
"type": "string"
},
{
"id": "mapping-http",
"name": "http_status",
"value": 400,
"type": "number"
}
]
},
"options": {}
},
"id": "4135d354-637e-4a87-b5f1-0714915355f7",
"name": "Mapping Error Response",
"type": "n8n-nodes-base.set",
"typeVersion": 3.4,
"position": [
3408,
3152
]
},
{
"parameters": {
"jsCode": "return [{ json: { ...$json } }];"
},
"id": "06cf6199-8e91-4b2d-b592-db460160f1ac",
"name": "QB Context",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
48,
2064
]
},
{
"parameters": {
"url": "={{ 'https://quickbooks.api.intuit.com/v3/company/' + $json.qb_realm_id + '/query?query=' + encodeURIComponent(\"select * from Invoice order by MetaData.CreateTime desc maxresults 200\") + '&minorversion=65' }}",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "quickBooksOAuth2Api",
"options": {}
},
"id": "0b14c94f-df33-4c24-a0fb-4cef80a1852d",
"name": "Search Existing Invoice (CNL)",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
496,
1968
],
"credentials": {
"quickBooksOAuth2Api": {
"id": "BPkRunJXtL1mqASg",
"name": "CNL QUICKBOOKS"
}
},
"continueOnFail": true
},
{
"parameters": {
"jsCode": "const ctx = $('QB Context').item.json;\nconst response = $json;\n\nif (response.error) {\n const err = response.error;\n const statusCode = err?.statusCode ?? err?.status ?? err?.httpStatusCode ?? err?.response?.statusCode;\n\n const rawBody = err?.response?.body ?? err?.response?.data ?? err?.body;\n const bodyText = typeof rawBody === 'string' ? rawBody : (rawBody ? JSON.stringify(rawBody) : '');\n\n const primary = err?.message || err?.Message || err?.description || err?.error;\n const fallback = typeof err === 'string' ? err : JSON.stringify(err);\n\n const parts = [];\n if (statusCode) parts.push(`status=${statusCode}`);\n if (primary) parts.push(String(primary));\n if (bodyText) parts.push(bodyText);\n\n const details = (parts.length ? parts.join(' | ') : fallback);\n const safeDetails = String(details).length > 2000 ? String(details).slice(0, 2000) + '…' : String(details);\n\n return [{\n json: {\n ...ctx,\n qb_action: 'error',\n status: 'error',\n message: `QuickBooks lookup failed: ${safeDetails}`,\n http_status: statusCode || 502\n }\n }];\n}\n\nconst invoices = response.QueryResponse?.Invoice ?? [];\nconst needle = `order_number:${ctx.order_number}`;\n\nconst normalizeText = (value) => String(value ?? '').trim().replace(/\\s+/g, ' ').toLowerCase();\nconst normalizeNumber = (value, decimals = 4) => {\n const num = Number(value);\n if (!Number.isFinite(num)) return null;\n return num.toFixed(decimals);\n};\n\nconst signatureFromLines = (lines) => {\n const normalized = lines\n .map((line) => ({\n desc: normalizeText(line.desc),\n qty: normalizeNumber(line.qty, 4),\n unitPrice: normalizeNumber(line.unitPrice, 4)\n }))\n .filter((line) => line.qty !== null && line.unitPrice !== null)\n .sort((a, b) => JSON.stringify(a).localeCompare(JSON.stringify(b)));\n\n return JSON.stringify(normalized);\n};\n\nconst incomingSignature = signatureFromLines(\n (Array.isArray(ctx.items) ? ctx.items : []).map((item) => ({\n desc: item?.name,\n qty: item?.qty,\n unitPrice: item?.price\n }))\n);\n\nconst getInvoiceSignature = (invoice) => signatureFromLines(\n (Array.isArray(invoice?.Line) ? invoice.Line : [])\n .filter((line) => line?.DetailType === 'SalesItemLineDetail')\n .map((line) => ({\n desc: line?.Description,\n qty: line?.SalesItemLineDetail?.Qty,\n unitPrice: line?.SalesItemLineDetail?.UnitPrice\n }))\n);\n\nif (Array.isArray(invoices) && invoices.length > 0) {\n const matchingOrderInvoices = invoices.filter((inv) => {\n const note = String(inv?.PrivateNote ?? '').trim();\n return note === needle || note.startsWith(needle);\n });\n\n if (matchingOrderInvoices.length > 0) {\n const exactDuplicate = matchingOrderInvoices.find((inv) => getInvoiceSignature(inv) === incomingSignature);\n\n if (exactDuplicate) {\n const invoiceId = exactDuplicate.Id ? String(exactDuplicate.Id) : '';\n const invoiceNumber = exactDuplicate.DocNumber ? String(exactDuplicate.DocNumber) : '';\n const invoiceLink = invoiceId ? `https://app.qbo.intuit.com/app/invoice?txnId=${invoiceId}` : '';\n\n console.log(JSON.stringify({\n event: 'wfdash.invoice.idempotent-hit',\n order_number: ctx.order_number,\n billing_company: ctx.billing_company,\n invoice_id: invoiceId,\n match_type: 'exact-items'\n }));\n\n return [{\n json: {\n ...ctx,\n qb_action: 'existing',\n status: 'success',\n invoice_number: invoiceNumber,\n invoice_id: invoiceId,\n invoice_link: invoiceLink\n }\n }];\n }\n\n console.log(JSON.stringify({\n event: 'wfdash.invoice.partial-create',\n order_number: ctx.order_number,\n billing_company: ctx.billing_company,\n existing_order_invoice_count: matchingOrderInvoices.length,\n reason: 'items-differ'\n }));\n }\n}\n\nconst lineItems = ctx.items.map(item => ({\n Amount: Number(item.qty) * Number(item.price),\n Description: Strin
},
"id": "ba19062b-f562-4de1-b952-9b5018047ec5",
"name": "Decide Invoice Action",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
720,
2064
]
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "action-error-check",
"leftValue": "={{ $json.qb_action }}",
"rightValue": "error",
"operator": {
"type": "string",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "effcd23a-b425-4b45-969a-85bca3afa798",
"name": "Action Is Error?",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
944,
2064
]
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "action-existing-check",
"leftValue": "={{ $json.qb_action }}",
"rightValue": "existing",
"operator": {
"type": "string",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "682fabd2-4a05-4eb1-b269-9f72ebdc9b8f",
"name": "Action Is Existing?",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
1200,
1904
]
},
{
"parameters": {
"method": "POST",
"url": "={{ 'https://quickbooks.api.intuit.com/v3/company/' + $json.qb_realm_id + '/invoice?minorversion=65' }}",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "quickBooksOAuth2Api",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "Accept",
"value": "application/json"
},
{
"name": "Content-Type",
"value": "application/json"
}
]
},
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={{ {\n ...$json.qb_invoice_payload,\n DocNumber: $json.current_doc_number || $json.generated_invoice_number\n} }}",
"options": {}
},
"id": "1d3a895a-521c-4103-a55f-700642a0b305",
"name": "Create Invoice (CNL)",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
2064,
1824
],
"credentials": {
"quickBooksOAuth2Api": {
"id": "BPkRunJXtL1mqASg",
"name": "CNL QUICKBOOKS"
}
},
"continueOnFail": true
},
{
"parameters": {
"jsCode": "const ctx = $('QB Context').item.json;\n\n// 1. Get the invoice data safely from the creation branch\nlet createResponse = null;\ntry { createResponse = $('Create Invoice (CNL)').item.json; } catch (e) {}\nif (!createResponse) {\n try { createResponse = $('Create Invoice (ISHERWOOD)').item.json; } catch (e) {}\n}\n\nconst invoice = createResponse?.Invoice ?? {};\nconst invoiceId = invoice.Id ? String(invoice.Id) : '';\nconst invoiceNumber = invoice.DocNumber ? String(invoice.DocNumber) : '';\nconst invoiceLink = invoiceId ? `https://app.qbo.intuit.com/app/invoice?txnId=${invoiceId}` : '';\nconst invoiceDate = invoice.TxnDate ? String(invoice.TxnDate) : '';\nconst invoiceCompany = String(ctx.invoice_company ?? ctx.company ?? '').trim();\n\n// 2. Grab the PDF base64 from the PREVIOUS node (Extract from File)\nconst pdfBase64 = $json.pdf_base64 || null;\n\n// 3. Log for debugging\nconsole.log(JSON.stringify({\n event: 'wfdash.invoice.created',\n order_number: ctx.order_number,\n invoice_id: invoiceId,\n has_pdf: !!pdfBase64\n}));\n\n// 4. Return to WFDASH\nreturn [{\n json: {\n status: 'success',\n invoice_number: invoiceNumber,\n invoice_id: invoiceId,\n invoice_link: invoiceLink,\n qb_invoice_date: invoiceDate,\n invoice_company: invoiceCompany,\n company: invoiceCompany,\n order_number: ctx.order_number,\n billing_company: ctx.billing_company,\n order_item_ids: Array.isArray(ctx.order_item_ids) ? ctx.order_item_ids : [],\n sent_by_id: String(ctx.sent_by_id ?? ''),\n sent_by_name: String(ctx.sent_by_name ?? ''),\n line_count: ctx.items.length,\n pdf_base64: pdfBase64\n }\n}];\n"
},
"id": "02261bba-dc90-432d-bdf3-3d269aacdc56",
"name": "Build Created Response",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
3184,
1712
]
},
{
"parameters": {
"assignments": {
"assignments": [
{
"id": "existing-status",
"name": "status",
"value": "success",
"type": "string"
},
{
"id": "existing-number",
"name": "invoice_number",
"value": "={{ $json.invoice_number }}",
"type": "string"
},
{
"id": "existing-id",
"name": "invoice_id",
"value": "={{ $json.invoice_id }}",
"type": "string"
},
{
"id": "existing-link",
"name": "invoice_link",
"value": "={{ $json.invoice_link }}",
"type": "string"
},
{
"id": "existing-order",
"name": "order_number",
"value": "={{ $json.order_number }}",
"type": "string"
},
{
"id": "existing-billing",
"name": "billing_company",
"value": "={{ $json.billing_company }}",
"type": "string"
},
{
"id": "existing-lines",
"name": "line_count",
"value": "={{ $json.items.length }}",
"type": "number"
}
]
},
"options": {}
},
"id": "f363fe43-c582-43b7-af63-2cd941644ec7",
"name": "Build Existing Response",
"type": "n8n-nodes-base.set",
"typeVersion": 3.4,
"position": [
3408,
1520
]
},
{
"parameters": {
"assignments": {
"assignments": [
{
"id": "qb-error-status",
"name": "status",
"value": "error",
"type": "string"
},
{
"id": "qb-error-message",
"name": "message",
"value": "={{ $json.message }}",
"type": "string"
},
{
"id": "qb-error-order",
"name": "order_number",
"value": "={{ $json.order_number }}",
"type": "string"
},
{
"id": "qb-error-billing",
"name": "billing_company",
"value": "={{ $json.billing_company }}",
"type": "string"
},
{
"id": "qb-error-http",
"name": "http_status",
"value": "={{ $json.http_status ?? 500 }}",
"type": "number"
}
]
},
"options": {}
},
"id": "0c7d50a3-b1f1-473f-8c13-b3d84785d86d",
"name": "Build QB Error Response",
"type": "n8n-nodes-base.set",
"typeVersion": 3.4,
"position": [
3408,
2576
]
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "created-success-check",
"leftValue": "={{ $json.status }}",
"rightValue": "success",
"operator": {
"type": "string",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "b07852ba-015f-4ede-8bda-06df1bc11879",
"name": "Created Is Success?",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
3408,
1712
]
},
{
"parameters": {
"respondWith": "json",
"responseBody": "={{ $json }}",
"options": {
"responseCode": 200
}
},
"id": "a2107d46-a8c3-4db0-a8cb-afc13d3d06a0",
"name": "Respond Success",
"type": "n8n-nodes-base.respondToWebhook",
"typeVersion": 1.1,
"position": [
3696,
1552
]
},
{
"parameters": {
"respondWith": "json",
"responseBody": "={{ { status: 'error', message: $json.message, order_number: $json.order_number, billing_company: $json.billing_company } }}",
"options": {
"responseCode": "={{ $json.http_status ?? 500 }}"
}
},
"id": "cb5a7965-381e-4006-baf1-69d9c510f7d7",
"name": "Respond Error",
"type": "n8n-nodes-base.respondToWebhook",
"typeVersion": 1.1,
"position": [
3632,
2576
]
},
{
"parameters": {
"operation": "getAll",
"returnAll": true,
"filters": {}
},
"type": "n8n-nodes-base.quickbooks",
"typeVersion": 1,
"position": [
-240,
48
],
"id": "3052f1c8-d9c7-48d7-a66d-5f6c5b2570ee",
"name": "GET ISHERWOOD CUSTOMERS1",
"credentials": {
"quickBooksOAuth2Api": {
"id": "qIOWSWNJQneDXGmH",
"name": "ISHERWOODMINING"
}
}
},
{
"parameters": {
"operation": "getAll",
"returnAll": true,
"filters": {}
},
"type": "n8n-nodes-base.quickbooks",
"typeVersion": 1,
"position": [
-240,
240
],
"id": "c0c5db1e-c2e2-4457-b499-45f5349019a2",
"name": "GET CNL CUSTOMERS1",
"credentials": {
"quickBooksOAuth2Api": {
"id": "BPkRunJXtL1mqASg",
"name": "CNL QUICKBOOKS"
}
}
},
{
"parameters": {
"httpMethod": "POST",
"path": "wfdash-get-customers",
"responseMode": "responseNode",
"options": {}
},
"type": "n8n-nodes-base.webhook",
"typeVersion": 2.1,
"position": [
-1584,
336
],
"id": "677cc284-2595-473c-97c9-2c8ac35ac476",
"name": "GET CUSTOMERS WEBHOOK",
"webhookId": "a6b0fde0-592a-49bb-a345-84d7d690feb1"
},
{
"parameters": {
"respondWith": "json",
"responseBody": "={{ $json }}",
"options": {
"responseCode": "={{ $json.http_status ?? 200 }}"
}
},
"type": "n8n-nodes-base.respondToWebhook",
"typeVersion": 1.5,
"position": [
208,
512
],
"id": "5175f76d-81e3-47a5-9025-d9b03ba33c66",
"name": "Respond to Webhook"
},
{
"parameters": {
"jsCode": "const body = $json.body ?? $json;\n\n// Public webhook mode: do not require X-Webhook-Token.\nconst billingCompany = (body.billing_company ?? '').toString().trim().toUpperCase();\nconst query = (body.customer_query ?? body.company ?? body.customer_name ?? '').toString().trim();\n\nreturn [{\n json: {\n billing_company: billingCompany,\n customer_query: query,\n limit: Number(body.limit ?? 15),\n auth_ok: true\n }\n}];"
},
"id": "b39545e6-e2a5-4030-9e7b-c4f73ac53f7a",
"name": "Normalize Customer Search Request",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
-1360,
336
]
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "customer-auth-ok",
"leftValue": "={{ $json.auth_ok }}",
"rightValue": true,
"operator": {
"type": "boolean",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "0d0045a4-b689-4025-8c96-af11481d862d",
"name": "Is Customer Authorized?",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
-1136,
336
]
},
{
"parameters": {
"assignments": {
"assignments": [
{
"id": "customer-unauth-status",
"name": "status",
"value": "error",
"type": "string"
},
{
"id": "customer-unauth-message",
"name": "message",
"value": "Unauthorized: invalid or missing X-Webhook-Token",
"type": "string"
},
{
"id": "customer-unauth-billing",
"name": "billing_company",
"value": "={{ $json.billing_company }}",
"type": "string"
},
{
"id": "customer-unauth-http",
"name": "http_status",
"value": 401,
"type": "number"
}
]
},
"options": {}
},
"id": "9b75db94-8d6b-498d-9a23-1c7c9efa7e1f",
"name": "Build Customer Unauthorized",
"type": "n8n-nodes-base.set",
"typeVersion": 3.4,
"position": [
-16,
608
]
},
{
"parameters": {
"jsCode": "const errors = [];\nconst allowedCompanies = ['CNL', 'ISHERWOOD'];\n\nif (!allowedCompanies.includes($json.billing_company)) {\n errors.push('billing_company must be one of CNL, ISHERWOOD');\n}\n\nif (!$json.customer_query || typeof $json.customer_query !== 'string' || $json.customer_query.trim() === '') {\n errors.push('customer_query (or company/customer_name) is required');\n}\n\nif (errors.length > 0) {\n return [{\n json: {\n ...$json,\n valid: false,\n status: 'error',\n message: `Validation failed: ${errors.join('; ')}`,\n http_status: 400\n }\n }];\n}\n\nreturn [{\n json: {\n ...$json,\n valid: true\n }\n}];"
},
"id": "675d98c5-cd32-44e5-838f-810a4f11b990",
"name": "Validate Customer Search",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
-912,
240
]
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "customer-validate-ok",
"leftValue": "={{ $json.valid }}",
"rightValue": true,
"operator": {
"type": "boolean",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "d858f6fa-fe65-47c1-b8a3-7ce6ea3155d9",
"name": "Is Customer Search Valid?",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
-688,
240
]
},
{
"parameters": {
"assignments": {
"assignments": [
{
"id": "customer-validation-status",
"name": "status",
"value": "={{ $json.status }}",
"type": "string"
},
{
"id": "customer-validation-message",
"name": "message",
"value": "={{ $json.message }}",
"type": "string"
},
{
"id": "customer-validation-billing",
"name": "billing_company",
"value": "={{ $json.billing_company }}",
"type": "string"
},
{
"id": "customer-validation-http",
"name": "http_status",
"value": "={{ $json.http_status ?? 400 }}",
"type": "number"
}
]
},
"options": {}
},
"id": "773f4819-991f-4573-90d4-9558b712df9a",
"name": "Build Customer Validation Error",
"type": "n8n-nodes-base.set",
"typeVersion": 3.4,
"position": [
-16,
416
]
},
{
"parameters": {
"assignments": {
"assignments": [
{
"id": "customer-mapping-status",
"name": "status",
"value": "error",
"type": "string"
},
{
"id": "customer-mapping-message",
"name": "message",
"value": "Unsupported billing_company mapping",
"type": "string"
},
{
"id": "customer-mapping-billing",
"name": "billing_company",
"value": "={{ $json.billing_company }}",
"type": "string"
},
{
"id": "customer-mapping-http",
"name": "http_status",
"value": 400,
"type": "number"
}
]
},
"options": {}
},
"id": "14270791-1004-4e59-89ec-1094ca7336a7",
"name": "Build Customer Mapping Error",
"type": "n8n-nodes-base.set",
"typeVersion": 3.4,
"position": [
-16,
800
]
},
{
"parameters": {
"jsCode": "const source = $input.all().map((item) => item.json);\nconst ctx = $('If1').item.json;\nconst queryRaw = String(ctx.customer_query || '').toLowerCase().trim();\nconst queryTokens = queryRaw.split(/[^a-z0-9]+/).filter(Boolean);\nconst limit = Math.max(1, Math.min(Number(ctx.limit || 15), 50));\n\nfunction scoreMatch(name) {\n const candidate = String(name || '').toLowerCase().trim();\n if (!candidate) return 0;\n if (candidate === queryRaw) return 1;\n\n let score = 0;\n if (candidate.includes(queryRaw)) score += 0.6;\n\n const candidateTokens = candidate.split(/[^a-z0-9]+/).filter(Boolean);\n if (queryTokens.length > 0) {\n const overlap = queryTokens.filter((t) => candidateTokens.includes(t)).length;\n score += 0.4 * (overlap / queryTokens.length);\n }\n\n return Math.min(score, 0.99);\n}\n\nconst mapped = source\n .map((customer) => {\n const displayName = customer.DisplayName || customer.CompanyName || customer.FullyQualifiedName || '';\n const companyName = customer.CompanyName || '';\n const finalScore = Math.max(scoreMatch(displayName), scoreMatch(companyName));\n return {\n id: String(customer.Id || ''),\n display_name: String(displayName),\n company_name: String(companyName),\n fully_qualified_name: String(customer.FullyQualifiedName || ''),\n active: customer.Active !== false,\n score: Number(finalScore.toFixed(4))\n };\n })\n .filter((c) => c.id && c.display_name && c.score > 0)\n .sort((a, b) => b.score - a.score)\n .slice(0, limit);\n\nreturn [{\n json: {\n status: 'success',\n billing_company: ctx.billing_company,\n query: ctx.customer_query,\n customers: mapped,\n count: mapped.length\n }\n}];"
},
"id": "92336b32-e1e5-48db-b0d2-77413d50c841",
"name": "Fuzzy Match Customers",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
-16,
144
]
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 3
},
"conditions": [
{
"id": "d493ef7f-18b8-4bd4-9f49-bc5c117b077f",
"leftValue": "={{ $json.billing_company }}",
"rightValue": "ISHERWOOD",
"operator": {
"type": "string",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"type": "n8n-nodes-base.if",
"typeVersion": 2.3,
"position": [
-464,
144
],
"id": "a53ce3b7-9059-48e6-a091-f4c746cffacc",
"name": "If1"
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 3
},
"conditions": [
{
"id": "d493ef7f-18b8-4bd4-9f49-bc5c117b077f",
"leftValue": "={{ $json.billing_company }}",
"rightValue": "CNL",
"operator": {
"type": "string",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"type": "n8n-nodes-base.if",
"typeVersion": 2.3,
"position": [
-400,
2064
],
"id": "fb278251-abfe-4242-ac47-46a62dd1cb7c",
"name": "If2"
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "route-search-cnl",
"leftValue": "={{ $json.letterhead }}",
"rightValue": "CNL",
"operator": {
"type": "string",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "79065bca-abb3-41e3-bed1-09c34dc3c835",
"name": "Route Search Company",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
272,
2064
]
},
{
"parameters": {
"url": "={{ 'https://quickbooks.api.intuit.com/v3/company/' + $json.qb_realm_id + '/query?query=' + encodeURIComponent(\"select * from Invoice order by MetaData.CreateTime desc maxresults 200\") + '&minorversion=65' }}",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "quickBooksOAuth2Api",
"options": {}
},
"id": "b25d42e3-906c-4b29-9b13-f435b3d0f15f",
"name": "Search Existing Invoice (ISHERWOOD)",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
496,
2592
],
"credentials": {
"quickBooksOAuth2Api": {
"id": "qIOWSWNJQneDXGmH",
"name": "ISHERWOODMINING"
}
},
"continueOnFail": true
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "route-create-cnl",
"leftValue": "={{ $json.billing_company }}",
"rightValue": "CNL",
"operator": {
"type": "string",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "821eb736-5815-4838-b296-4a0181f76c94",
"name": "Route Create Company",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
1392,
2000
]
},
{
"parameters": {
"url": "={{ 'https://quickbooks.api.intuit.com/v3/company/' + $json.qb_realm_id + '/query?query=' + encodeURIComponent(\"select * from Invoice order by MetaData.CreateTime desc maxresults 200\") + '&minorversion=65' }}",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "quickBooksOAuth2Api",
"options": {}
},
"id": "30b1a90f-2096-4e47-8ef0-fb4b911e865d",
"name": "Get Last Invoices (CNL)",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
1616,
1824
],
"credentials": {
"quickBooksOAuth2Api": {
"id": "BPkRunJXtL1mqASg",
"name": "CNL QUICKBOOKS"
}
}
},
{
"parameters": {
"jsCode": "const ctx = $('Decide Invoice Action').item.json;\nconst response = $json;\n\nif (response?.error) {\n throw new Error(`Failed to fetch last invoices: ${response.error.message ?? 'unknown error'}`);\n}\n\nconst invoices = response?.QueryResponse?.Invoice ?? [];\n\n// Required pattern: INV#### (example: INV9243)\nconst prefix = 'INV';\nlet maxNumeric = null;\n\nfor (const inv of invoices) {\n const doc = String(inv?.DocNumber ?? '').trim();\n const match = doc.match(/^INV(\\d+)$/i);\n if (!match) continue;\n\n const n = Number.parseInt(match[1], 10);\n if (!Number.isFinite(n)) continue;\n if (maxNumeric === null || n > maxNumeric) maxNumeric = n;\n}\n\nif (maxNumeric === null) {\n throw new Error('No INV#### invoice DocNumber found in the last 200 invoices. Increase maxresults or confirm QuickBooks invoice numbering uses INV + digits.');\n}\n\nconst nextDoc = `${prefix}${maxNumeric + 1}`;\n\nreturn [{\n json: {\n ...ctx,\n qb_invoice_payload: {\n ...(ctx.qb_invoice_payload ?? {}),\n DocNumber: nextDoc\n },\n generated_invoice_number: nextDoc\n }\n}];"
},
"id": "06268211-b46a-476c-975c-8250ba8e7fde",
"name": "Set Next DocNumber (CNL)",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
1840,
1824
]
},
{
"parameters": {
"url": "={{ 'https://quickbooks.api.intuit.com/v3/company/' + $json.qb_realm_id + '/query?query=' + encodeURIComponent(\"select * from Invoice order by MetaData.CreateTime desc maxresults 200\") + '&minorversion=65' }}",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "quickBooksOAuth2Api",
"options": {}
},
"id": "43b167e3-74aa-4d3d-af14-69a3f9208d9c",
"name": "Get Last Invoices (ISHERWOOD)",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
1616,
2208
],
"credentials": {
"quickBooksOAuth2Api": {
"id": "qIOWSWNJQneDXGmH",
"name": "ISHERWOODMINING"
}
}
},
{
"parameters": {
"jsCode": "const ctx = $('Decide Invoice Action').item.json;\nconst response = $json;\n\nif (response?.error) {\n throw new Error(`Failed to fetch last invoices: ${response.error.message ?? 'unknown error'}`);\n}\n\nconst invoices = response?.QueryResponse?.Invoice ?? [];\n\n// Required pattern: INV#### (example: INV9243)\nconst prefix = 'INV';\nlet maxNumeric = null;\n\nfor (const inv of invoices) {\n const doc = String(inv?.DocNumber ?? '').trim();\n const match = doc.match(/^INV(\\d+)$/i);\n if (!match) continue;\n\n const n = Number.parseInt(match[1], 10);\n if (!Number.isFinite(n)) continue;\n if (maxNumeric === null || n > maxNumeric) maxNumeric = n;\n}\n\nif (maxNumeric === null) {\n throw new Error('No INV#### invoice DocNumber found in the last 200 invoices. Increase maxresults or confirm QuickBooks invoice numbering uses INV + digits.');\n}\n\nconst nextDoc = `${prefix}${maxNumeric + 1}`;\n\nreturn [{\n json: {\n ...ctx,\n qb_invoice_payload: {\n ...(ctx.qb_invoice_payload ?? {}),\n DocNumber: nextDoc\n },\n generated_invoice_number: nextDoc\n }\n}];"
},
"id": "f07c0330-8088-460e-a096-6efd4fb00da7",
"name": "Set Next DocNumber (ISHERWOOD)",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
1840,
2208
]
},
{
"parameters": {
"method": "POST",
"url": "={{ 'https://quickbooks.api.intuit.com/v3/company/' + $json.qb_realm_id + '/invoice?minorversion=65' }}",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "quickBooksOAuth2Api",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "Accept",
"value": "application/json"
},
{
"name": "Content-Type",
"value": "application/json"
}
]
},
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={{ {\n ...$json.qb_invoice_payload,\n DocNumber: $json.current_doc_number || $json.generated_invoice_number\n} }}",
"options": {}
},
"id": "330e1f60-6d89-4048-921c-98a7c29c9858",
"name": "Create Invoice (ISHERWOOD)",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
2064,
2208
],
"credentials": {
"quickBooksOAuth2Api": {
"id": "qIOWSWNJQneDXGmH",
"name": "ISHERWOODMINING"
}
},
"continueOnFail": true
},
{
"parameters": {
"operation": "binaryToPropery",
"destinationKey": "pdf_base64",
"options": {
"encoding": "base64",
"keepSource": "both"
}
},
"type": "n8n-nodes-base.extractFromFile",
"typeVersion": 1.1,
"position": [
2960,
2384
],
"id": "d3d27e1c-f604-4c23-8c57-4dd860af0c1e",
"name": "Extract from File"
},
{
"parameters": {
"operation": "binaryToPropery",
"destinationKey": "pdf_base64",
"options": {
"encoding": "base64",
"keepSource": "both"
}
},
"type": "n8n-nodes-base.extractFromFile",
"typeVersion": 1.1,
"position": [
2960,
1712
],
"id": "b95f3e9b-e29e-4485-b4f1-02044c0bc4b9",
"name": "Extract from File1"
},
{
"parameters": {
"jsCode": "const MAX_RETRIES = 10;\nconst ctx = $('Set Next DocNumber (ISHERWOOD)').item.json;\nconst createResponse = $input.first().json;\n\n// --- Case 1: Success ---\nif (!createResponse.error && createResponse.Invoice?.Id) {\n const invoiceId = String(createResponse.Invoice.Id);\n const docNumber = String(createResponse.Invoice.DocNumber || '');\n\n return [{\n json: {\n ...ctx,\n qb_action: 'created',\n status: 'success',\n created_invoice_id: invoiceId,\n generated_invoice_number: docNumber,\n current_doc_number: docNumber,\n http_status: 200\n }\n }];\n}\n\n// --- Case 2: Duplicate Document Number ---\nconst rawBody = createResponse?.error?.response?.body\n || createResponse?.error?.body\n || createResponse?.error?.description \n || createResponse?.error?.message\n || '';\nconst bodyText = typeof rawBody === 'string' ? rawBody : JSON.stringify(rawBody);\n\nif (bodyText.includes('Duplicate Document Number Error') || bodyText.includes('code\":\"6140')) {\n \n // 1. Extract the exact DocNumber QuickBooks complained about\n const match = bodyText.match(/DocNumber=([A-Z0-9]+)/i);\n const conflictingDoc = match ? match[1] : null;\n\n if (!conflictingDoc) {\n return [{\n json: {\n ...ctx,\n qb_action: 'error',\n status: 'error',\n message: `Duplicate but could not parse DocNumber from error.`,\n http_status: 409\n }\n }];\n }\n\n // 2. Parse the prefix and the numeric part\n const docMatch = conflictingDoc.match(/^([A-Za-z]*)(\\d+)$/);\n if (!docMatch) {\n return [{\n json: {\n ...ctx,\n qb_action: 'error',\n status: 'error',\n message: `Duplicate but could not parse prefix/number: ${conflictingDoc}`,\n http_status: 409\n }\n }];\n }\n\n const [, prefix, numStr] = docMatch;\n \n // 3. Calculate retry count statelessly using math\n const startDocMatch = (ctx.generated_invoice_number || '').match(/^([A-Za-z]*)(\\d+)$/);\n let retryCount = 0;\n if (startDocMatch) {\n retryCount = parseInt(numStr, 10) - parseInt(startDocMatch[2], 10);\n }\n\n // 4. Check limit\n if (retryCount >= MAX_RETRIES) {\n return [{\n json: {\n ...ctx,\n qb_action: 'error',\n status: 'error',\n message: `Failed after ${retryCount} attempts. Last conflict: ${conflictingDoc}`,\n http_status: 409\n }\n }];\n }\n\n // 5. Generate NEXT doc number\n const nextNum = String(parseInt(numStr, 10) + 1).padStart(numStr.length, '0');\n const nextDoc = `${prefix}${nextNum}`;\n\n // Return item back to the loop WITH the explicit retry flag\n return [{\n json: {\n ...ctx,\n qb_action: 'retry', // <--- This explicitly tells the router to loop\n current_doc_number: nextDoc,\n retry_count: retryCount + 1,\n last_error: `Duplicate: tried ${conflictingDoc}, now trying ${nextDoc}`\n }\n }];\n}\n\n// --- Case 3: Other error ---\nreturn [{\n json: {\n ...ctx,\n qb_action: 'error',\n status: 'error',\n message: `QB create failed: ${bodyText.slice(0, 500)}`,\n http_status: createResponse?.error?.statusCode || 500\n }\n}];"
},
"id": "cd6ae21d-604e-448d-85c7-75a379de24d1",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
2288,
2192
],
"name": "Check Result (ISHERWOOD)"
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "condition-1",
"leftValue": "={{ $json.qb_action }}",
"rightValue": "created",
"operator": {
"type": "string",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "f87b6404-b827-46aa-993c-56cc1c723892",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
2512,
2192
],
"name": "Retry Router (ISHERWOOD)"
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "condition-1",
"leftValue": "={{ $json.qb_action }}",
"rightValue": "created",
"operator": {
"type": "string",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "5b7414ac-731b-4b27-b603-26dbede9d325",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
2512,
1760
],
"name": "Retry Router (CNL)"
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "cond-ish-error",
"leftValue": "={{ $json.qb_action }}",
"rightValue": "error",
"operator": {
"type": "string",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "e8bb712f-b1a7-4104-9e8f-5c23ba646c2f",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
2736,
2192
],
"name": "Retry Router 2 (ISHERWOOD)"
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "cond-cnl-error",
"leftValue": "={{ $json.qb_action }}",
"rightValue": "error",
"operator": {
"type": "string",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "5694d736-d90f-4e79-a770-0d37679869a6",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
2736,
1920
],
"name": "Retry Router 2 (CNL)"
},
{
"parameters": {
"url": "={{ 'https://quickbooks.api.intuit.com/v3/company/' + $json.qb_realm_id + '/invoice/' + $json.created_invoice_id + '/pdf' }}",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "quickBooksOAuth2Api",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "Accept",
"value": "application/pdf"
}
]
},
"options": {
"response": {
"response": {
"responseFormat": "file"
}
}
}
},
"id": "818d23c8-a0b0-4185-966d-4adf37d85fa7",
"name": "Download QBO Invoice",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.1,
"position": [
2736,
2384
],
"credentials": {
"quickBooksOAuth2Api": {
"id": "qIOWSWNJQneDXGmH",
"name": "ISHERWOODMINING"
}
}
},
{
"parameters": {
"url": "={{ 'https://quickbooks.api.intuit.com/v3/company/' + $json.qb_realm_id + '/invoice/' + $json.created_invoice_id + '/pdf' }}",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "quickBooksOAuth2Api",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "Accept",
"value": "application/pdf"
}
]
},
"options": {
"response": {
"response": {
"responseFormat": "file"
}
}
}
},
"id": "583be5ac-1569-4cbb-8dbb-6c1b11926181",
"name": "Download QBO Invoice1",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.1,
"position": [
2736,
1712
],
"credentials": {
"quickBooksOAuth2Api": {
"id": "BPkRunJXtL1mqASg",
"name": "CNL QUICKBOOKS"
}
}
},
{
"parameters": {
"jsCode": "const MAX_RETRIES = 10;\nconst ctx = $('Set Next DocNumber (CNL)').item.json;\nconst createResponse = $input.first().json;\n\n// --- Case 1: Success ---\nif (!createResponse.error && createResponse.Invoice?.Id) {\n const invoiceId = String(createResponse.Invoice.Id);\n const docNumber = String(createResponse.Invoice.DocNumber || '');\n\n return [{\n json: {\n ...ctx,\n qb_action: 'created',\n status: 'success',\n created_invoice_id: invoiceId,\n generated_invoice_number: docNumber,\n current_doc_number: docNumber,\n http_status: 200\n }\n }];\n}\n\n// --- Case 2: Duplicate Document Number ---\nconst rawBody = createResponse?.error?.response?.body\n || createResponse?.error?.body\n || createResponse?.error?.description \n || createResponse?.error?.message\n || '';\nconst bodyText = typeof rawBody === 'string' ? rawBody : JSON.stringify(rawBody);\n\nif (bodyText.includes('Duplicate Document Number Error') || bodyText.includes('code\":\"6140')) {\n \n // 1. Extract the exact DocNumber QuickBooks complained about\n const match = bodyText.match(/DocNumber=([A-Z0-9]+)/i);\n const conflictingDoc = match ? match[1] : null;\n\n if (!conflictingDoc) {\n return [{\n json: {\n ...ctx,\n qb_action: 'error',\n status: 'error',\n message: `Duplicate but could not parse DocNumber from error.`,\n http_status: 409\n }\n }];\n }\n\n // 2. Parse the prefix and the numeric part\n const docMatch = conflictingDoc.match(/^([A-Za-z]*)(\\d+)$/);\n if (!docMatch) {\n return [{\n json: {\n ...ctx,\n qb_action: 'error',\n status: 'error',\n message: `Duplicate but could not parse prefix/number: ${conflictingDoc}`,\n http_status: 409\n }\n }];\n }\n\n const [, prefix, numStr] = docMatch;\n \n // 3. Calculate retry count statelessly using math\n const startDocMatch = (ctx.generated_invoice_number || '').match(/^([A-Za-z]*)(\\d+)$/);\n let retryCount = 0;\n if (startDocMatch) {\n retryCount = parseInt(numStr, 10) - parseInt(startDocMatch[2], 10);\n }\n\n // 4. Check limit\n if (retryCount >= MAX_RETRIES) {\n return [{\n json: {\n ...ctx,\n qb_action: 'error',\n status: 'error',\n message: `Failed after ${retryCount} attempts. Last conflict: ${conflictingDoc}`,\n http_status: 409\n }\n }];\n }\n\n // 5. Generate NEXT doc number\n const nextNum = String(parseInt(numStr, 10) + 1).padStart(numStr.length, '0');\n const nextDoc = `${prefix}${nextNum}`;\n\n // Return item back to the loop WITH the explicit retry flag\n return [{\n json: {\n ...ctx,\n qb_action: 'retry', // <--- This explicitly tells the router to loop\n current_doc_number: nextDoc,\n retry_count: retryCount + 1,\n last_error: `Duplicate: tried ${conflictingDoc}, now trying ${nextDoc}`\n }\n }];\n}\n\n// --- Case 3: Other error ---\nreturn [{\n json: {\n ...ctx,\n qb_action: 'error',\n status: 'error',\n message: `QB create failed: ${bodyText.slice(0, 500)}`,\n http_status: createResponse?.error?.statusCode || 500\n }\n}];"
},
"id": "9b31009f-6aff-4eac-a6bd-5fa51ccde543",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
2288,
1760
],
"name": "Check Result (CNL)"
},
{
"parameters": {
"jsCode": "const now = new Date().toISOString();\nconst ctx = $input.first()?.json ?? {};\nconst invoiceNumber = String(ctx.invoice_number ?? '').trim();\nconst invoiceId = String(ctx.invoice_id ?? '').trim();\nconst invoiceLink = String(ctx.invoice_link ?? '').trim();\nconst rawInvoicePdf = String(ctx.pdf_base64 ?? ctx.qb_invoice_pdf ?? '').trim();\nconst invoicePdf = rawInvoicePdf.startsWith('http://') || rawInvoicePdf.startsWith('https://') || rawInvoicePdf.startsWith('data:')\n ? rawInvoicePdf\n : (rawInvoicePdf ? `data:application/pdf;base64,${rawInvoicePdf}` : '');\nconst billingCompany = String(ctx.billing_company ?? '').trim();\nconst invoiceCompany = String(ctx.invoice_company ?? ctx.company ?? '').trim();\nconst sentById = String(ctx.sent_by_id ?? '').trim();\nconst sentByName = String(ctx.sent_by_name ?? '').trim();\nconst orderItemIds = Array.isArray(ctx.order_item_ids)\n ? ctx.order_item_ids.map((value) => String(value ?? '').trim()).filter(Boolean)\n : [];\nconst invoiceDate = String(ctx.qb_invoice_date ?? '').trim() || now.slice(0, 10);\n\nif (!invoiceNumber || orderItemIds.length === 0) {\n return [{\n json: {\n ...ctx,\n status: 'error',\n message: 'Missing invoice write-back fields',\n http_status: 500\n }\n }];\n}\n\nreturn orderItemIds.map((orderItemId) => {\n const pbPatch = {\n item_status: 'invoiced',\n order_item_details: {\n invoice: {\n number: invoiceNumber,\n date: invoiceDate,\n setAt: now,\n setBy: sentById,\n setByName: sentByName,\n billingCompany,\n invoiceCompany,\n qbInvoiceId: invoiceId,\n qbInvoiceLink: invoiceLink\n }\n }\n };\n\n if (invoicePdf) {\n pbPatch.qb_invoice_pdf = invoicePdf;\n }\n\n return {\n json: {\n ...ctx,\n order_item_id: orderItemId,\n pb_patch: pbPatch\n }\n };\n});"
},
"id": "ea386eb1-1f77-468b-a67a-e7e8390057b7",
"name": "Build PocketBase Invoice Update",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
3824,
1712
]
},
{
"parameters": {
"method": "PATCH",
"url": "=https://pocketbase-gnqc88suy8fqk6wyryjjdpvl.169.239.180.130.sslip.io/api/collections/order_items/records/{{ $('Build PocketBase Invoice Update').item.json.order_item_id }}",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
},
{
"name": "Authorization",
"value": "=Bearer {{ $json.token }}"
}
]
},
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={{ $('Build PocketBase Invoice Update').item.json.pb_patch }}",
"options": {
"timeout": 15000
}
},
"id": "28ec9f65-8a1b-4d53-8a2b-dbf75409aefc",
"name": "Update Order Item In PocketBase",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
4272,
1712
],
"continueOnFail": true
},
{
"parameters": {
"jsCode": "const inputs = $input.all();\nconst sourceItems = $('Build PocketBase Invoice Update').all();\nconst firstSource = sourceItems[0]?.json ?? {};\n\nif (sourceItems.length === 1 && firstSource.status === 'error' && !firstSource.order_item_id && !firstSource.pb_patch) {\n return [{ json: firstSource }];\n}\n\nif (inputs.length === 0) {\n return [{\n json: {\n ...firstSource,\n status: 'error',\n message: 'PocketBase write-back returned no items',\n http_status: 500\n }\n }];\n}\n\nconst failures = [];\nfor (let index = 0; index < inputs.length; index += 1) {\n const payload = inputs[index]?.json ?? {};\n const source = sourceItems[index]?.json ?? firstSource;\n if (payload.error) {\n const details = payload.error?.message || payload.error?.description || payload.error?.error || JSON.stringify(payload.error);\n failures.push(`${source.order_item_id || 'unknown'}: ${String(details).slice(0, 250)}`);\n }\n}\n\nif (failures.length > 0) {\n return [{\n json: {\n ...firstSource,\n status: 'error',\n message: `PocketBase write-back failed for ${failures.length} item(s): ${failures.join('; ')}`,\n http_status: 500\n }\n }];\n}\n\nreturn [{\n json: {\n status: 'success',\n invoice_number: String(firstSource.invoice_number ?? ''),\n invoice_id: String(firstSource.invoice_id ?? ''),\n invoice_link: String(firstSource.invoice_link ?? ''),\n qb_invoice_date: String(firstSource.qb_invoice_date ?? ''),\n invoice_company: String(firstSource.invoice_company ?? firstSource.company ?? ''),\n company: String(firstSource.invoice_company ?? firstSource.company ?? ''),\n order_number: String(firstSource.order_number ?? ''),\n billing_company: String(firstSource.billing_company ?? ''),\n order_item_ids: Array.isArray(firstSource.order_item_ids) ? firstSource.order_item_ids : [],\n sent_by_id: String(firstSource.sent_by_id ?? ''),\n sent_by_name: String(firstSource.sent_by_name ?? ''),\n line_count: Number(firstSource.line_count ?? 0),\n pdf_base64: firstSource.pdf_base64 ?? null,\n pocketbase_updated_count: inputs.length\n }\n}];"
},
"id": "a6eb8dde-0859-4560-8a9f-109710c559b9",
"name": "Finalize PocketBase Invoice Update",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
4512,
1712
]
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 1
},
"conditions": [
{
"id": "pb-writeback-success-check",
"leftValue": "={{ $json.status }}",
"rightValue": "success",
"operator": {
"type": "string",
"operation": "equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "dbffb28a-2c20-4711-b24d-a3fd8c37dc17",
"name": "PocketBase Write-Back Is Success?",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
4896,
1872
]
},
{
"parameters": {
"jsCode": "const pb = await this.helpers.httpRequest({\n method: 'POST',\n url: `https://pocketbase-gnqc88suy8fqk6wyryjjdpvl.169.239.180.130.sslip.io/api/collections/_superusers/auth-with-password`,\n headers: { 'Content-Type': 'application/json' },\n body: { identity: 'david.els1@outlook.com', password: '1234567890' },\n json: true,\n});\nreturn [{ json: { token: pb.token, _pb: pb } }];"
},
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
4064,
1712
],
"id": "dfe15a3c-eb7f-4d33-b2af-da49c9430547",
"name": "GET PB TOKEN"
}
],
"pinData": {
"Webhook Trigger": [
{
"json": {
"headers": {
"host": "n8nmac.apphub.co.za",
"user-agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/605.1.15 (KHTML, like Gecko) Version/26.5.2 Safari/605.1.15",
"content-length": "332",
"accept": "*/*",
"accept-encoding": "gzip, deflate, br, zstd",
"accept-language": "en-US,en;q=0.9",
"content-type": "application/json",
"origin": "http://localhost:4000",
"priority": "u=3, i",
"referer": "http://localhost:4000/",
"sec-fetch-dest": "empty",
"sec-fetch-mode": "cors",
"sec-fetch-site": "cross-site",
"x-forwarded-for": "196.39.29.2",
"x-forwarded-host": "n8nmac.apphub.co.za",
"x-forwarded-port": "443",
"x-forwarded-proto": "https",
"x-forwarded-server": "aa6e8c40473e",
"x-real-ip": "196.39.29.2"
},
"params": {},
"query": {},
"body": {
"order_number": "TEST COLLECION POOL",
"billing_company": "CNL",
"invoice_company": "Adal Engineering",
"customer_id": "236",
"customer_name": "Adal Engineering",
"items": [
{
"name": "Welding rod 3.2mm E6013 5kg pack mild steel",
"qty": 1,
"price": 0
}
],
"order_item_ids": [
"m74xvviv2hpzz2d"
],
"sent_by_id": "k045yfeze92ckx9",
"sent_by_name": "David Els"
},
"webhookUrl": "https://n8nmac.apphub.co.za/webhook/wfdash-quickbooks-invoice-creator",
"executionMode": "production"
},
"pairedItem": {
"item": 0
}
}
]
},
"connections": {
"Webhook Trigger": {
"main": [
[
{
"node": "Normalize Request",
"type": "main",
"index": 0
}
]
]
},
"Normalize Request": {
"main": [
[
{
"node": "Is Authorized?",
"type": "main",
"index": 0
}
]
]
},
"Is Authorized?": {
"main": [
[
{
"node": "Validate Payload",
"type": "main",
"index": 0
}
],
[
{
"node": "Unauthorized Response",
"type": "main",
"index": 0
}
]
]
},
"Unauthorized Response": {
"main": [
[
{
"node": "Respond Error",
"type": "main",
"index": 0
}
]
]
},
"Validate Payload": {
"main": [
[
{
"node": "Is Payload Valid?",
"type": "main",
"index": 0
}
]
]
},
"Is Payload Valid?": {
"main": [
[
{
"node": "If2",
"type": "main",
"index": 0
}
],
[
{
"node": "Validation Error Response",
"type": "main",
"index": 0
}
]
]
},
"Validation Error Response": {
"main": [
[
{
"node": "Respond Error",
"type": "main",
"index": 0
}
]
]
},
"Mapping Error Response": {
"main": [
[
{
"node": "Respond Error",
"type": "main",
"index": 0
}
]
]
},
"Set CNL Context": {
"main": [
[
{
"node": "QB Context",
"type": "main",
"index": 0
}
]
]
},
"Set ISHERWOOD Context": {
"main": [
[
{
"node": "QB Context",
"type": "main",
"index": 0
}
]
]
},
"QB Context": {
"main": [
[
{
"node": "Route Search Company",
"type": "main",
"index": 0
}
]
]
},
"Decide Invoice Action": {
"main": [
[
{
"node": "Action Is Error?",
"type": "main",
"index": 0
}
]
]
},
"Action Is Error?": {
"main": [
[
{
"node": "Build QB Error Response",
"type": "main",
"index": 0
}
],
[
{
"node": "Action Is Existing?",
"type": "main",
"index": 0
}
]
]
},
"Action Is Existing?": {
"main": [
[
{
"node": "Build Existing Response",
"type": "main",
"index": 0
}
],
[
{
"node": "Route Create Company",
"type": "main",
"index": 0
}
]
]
},
"Build Existing Response": {
"main": [
[
{
"node": "Respond Success",
"type": "main",
"index": 0
}
]
]
},
"Build Created Response": {
"main": [
[
{
"node": "Created Is Success?",
"type": "main",
"index": 0
}
]
]
},
"Created Is Success?": {
"main": [
[
{
"node": "Build PocketBase Invoice Update",
"type": "main",
"index": 0
}
],
[
{
"node": "Respond Error",
"type": "main",
"index": 0
}
]
]
},
"Build QB Error Response": {
"main": [
[
{
"node": "Respond Error",
"type": "main",
"index": 0
}
]
]
},
"GET ISHERWOOD CUSTOMERS1": {
"main": [
[
{
"node": "Fuzzy Match Customers",
"type": "main",
"index": 0
}
]
]
},
"GET CNL CUSTOMERS1": {
"main": [
[
{
"node": "Fuzzy Match Customers",
"type": "main",
"index": 0
}
]
]
},
"GET CUSTOMERS WEBHOOK": {
"main": [
[
{
"node": "Normalize Customer Search Request",
"type": "main",
"index": 0
}
]
]
},
"Normalize Customer Search Request": {
"main": [
[
{
"node": "Is Customer Authorized?",
"type": "main",
"index": 0
}
]
]
},
"Is Customer Authorized?": {
"main": [
[
{
"node": "Validate Customer Search",
"type": "main",
"index": 0
}
],
[
{
"node": "Build Customer Unauthorized",
"type": "main",
"index": 0
}
]
]
},
"Build Customer Unauthorized": {
"main": [
[
{
"node": "Respond to Webhook",
"type": "main",
"index": 0
}
]
]
},
"Validate Customer Search": {
"main": [
[
{
"node": "Is Customer Search Valid?",
"type": "main",
"index": 0
}
]
]
},
"Is Customer Search Valid?": {
"main": [
[
{
"node": "If1",
"type": "main",
"index": 0
}
],
[
{
"node": "Build Customer Validation Error",
"type": "main",
"index": 0
}
]
]
},
"Build Customer Validation Error": {
"main": [
[
{
"node": "Respond to Webhook",
"type": "main",
"index": 0
}
]
]
},
"Build Customer Mapping Error": {
"main": [
[
{
"node": "Respond to Webhook",
"type": "main",
"index": 0
}
]
]
},
"Fuzzy Match Customers": {
"main": [
[
{
"node": "Respond to Webhook",
"type": "main",
"index": 0
}
]
]
},
"If1": {
"main": [
[
{
"node": "GET ISHERWOOD CUSTOMERS1",
"type": "main",
"index": 0
}
],
[
{
"node": "GET CNL CUSTOMERS1",
"type": "main",
"index": 0
}
]
]
},
"If2": {
"main": [
[
{
"node": "Set CNL Context",
"type": "main",
"index": 0
}
],
[
{
"node": "Set ISHERWOOD Context",
"type": "main",
"index": 0
}
]
]
},
"Route Search Company": {
"main": [
[
{
"node": "Search Existing Invoice (CNL)",
"type": "main",
"index": 0
}
],
[
{
"node": "Search Existing Invoice (ISHERWOOD)",
"type": "main",
"index": 0
}
]
]
},
"Search Existing Invoice (CNL)": {
"main": [
[
{
"node": "Decide Invoice Action",
"type": "main",
"index": 0
}
]
]
},
"Search Existing Invoice (ISHERWOOD)": {
"main": [
[
{
"node": "Decide Invoice Action",
"type": "main",
"index": 0
}
]
]
},
"Route Create Company": {
"main": [
[
{
"node": "Get Last Invoices (CNL)",
"type": "main",
"index": 0
}
],
[
{
"node": "Get Last Invoices (ISHERWOOD)",
"type": "main",
"index": 0
}
]
]
},
"Get Last Invoices (CNL)": {
"main": [
[
{
"node": "Set Next DocNumber (CNL)",
"type": "main",
"index": 0
}
]
]
},
"Get Last Invoices (ISHERWOOD)": {
"main": [
[
{
"node": "Set Next DocNumber (ISHERWOOD)",
"type": "main",
"index": 0
}
]
]
},
"Extract from File": {
"main": [
[
{
"node": "Build Created Response",
"type": "main",
"index": 0
}
]
]
},
"Extract from File1": {
"main": [
[
{
"node": "Build Created Response",
"type": "main",
"index": 0
}
]
]
},
"Set Next DocNumber (ISHERWOOD)": {
"main": [
[
{
"node": "Create Invoice (ISHERWOOD)",
"type": "main",
"index": 0
}
]
]
},
"Create Invoice (ISHERWOOD)": {
"main": [
[
{
"node": "Check Result (ISHERWOOD)",
"type": "main",
"index": 0
}
]
]
},
"Check Result (ISHERWOOD)": {
"main": [
[
{
"node": "Retry Router (ISHERWOOD)",
"type": "main",
"index": 0
}
]
]
},
"Retry Router (ISHERWOOD)": {
"main": [
[
{
"node": "Download QBO Invoice",
"type": "main",
"index": 0
}
],
[
{
"node": "Retry Router 2 (ISHERWOOD)",
"type": "main",
"index": 0
}
]
]
},
"Set Next DocNumber (CNL)": {
"main": [
[
{
"node": "Create Invoice (CNL)",
"type": "main",
"index": 0
}
]
]
},
"Create Invoice (CNL)": {
"main": [
[
{
"node": "Check Result (CNL)",
"type": "main",
"index": 0
}
]
]
},
"Retry Router (CNL)": {
"main": [
[
{
"node": "Download QBO Invoice1",
"type": "main",
"index": 0
}
],
[
{
"node": "Retry Router 2 (CNL)",
"type": "main",
"index": 0
}
]
]
},
"Retry Router 2 (ISHERWOOD)": {
"main": [
[
{
"node": "Respond Error",
"type": "main",
"index": 0
}
],
[
{
"node": "Create Invoice (ISHERWOOD)",
"type": "main",
"index": 0
}
]
]
},
"Retry Router 2 (CNL)": {
"main": [
[
{
"node": "Respond Error",
"type": "main",
"index": 0
}
],
[
{
"node": "Create Invoice (CNL)",
"type": "main",
"index": 0
}
]
]
},
"Download QBO Invoice": {
"main": [
[
{
"node": "Extract from File",
"type": "main",
"index": 0
}
]
]
},
"Download QBO Invoice1": {
"main": [
[
{
"node": "Extract from File1",
"type": "main",
"index": 0
}
]
]
},
"Check Result (CNL)": {
"main": [
[
{
"node": "Retry Router (CNL)",
"type": "main",
"index": 0
}
]
]
},
"Build PocketBase Invoice Update": {
"main": [
[
{
"node": "GET PB TOKEN",
"type": "main",
"index": 0
}
]
]
},
"Update Order Item In PocketBase": {
"main": [
[
{
"node": "Finalize PocketBase Invoice Update",
"type": "main",
"index": 0
}
]
]
},
"Finalize PocketBase Invoice Update": {
"main": [
[
{
"node": "PocketBase Write-Back Is Success?",
"type": "main",
"index": 0
}
]
]
},
"PocketBase Write-Back Is Success?": {
"main": [
[
{
"node": "Respond Success",
"type": "main",
"index": 0
}
],
[
{
"node": "Build QB Error Response",
"type": "main",
"index": 0
}
]
]
},
"GET PB TOKEN": {
"main": [
[
{
"node": "Update Order Item In PocketBase",
"type": "main",
"index": 0
}
]
]
}
},
"active": false,
"settings": {
"executionOrder": "v1",
"binaryMode": "separate"
},
"versionId": "f4ac9fe4-36c4-4491-8f31-e7c0b4003b72",
"meta": {
"instanceId": "375b0a7073a999c2b9437a1ec848664e8305503237ae3684ba9dca3ce53ea61b"
},
"nodeGroups": [],
"id": "S2GlXGj4Zdi1Zd0R",
"tags": []
}
Reference in a new issue Copy permalink