Cash Flow Tracker

v0.1.0

Workflow #5 — Miles's Tuesday ritual, headlined by GOLD = Cash + AR − AP + OpenSO − OpenPO (a trend line): QBO cash + AR/AP aging, Fishbowl open SO/PO, ClaritySoft weighted pipeline, with divergence and runway alerts.

Commit Approval

v0.1.0

The ONLY execution path. A human click in the approval card approves (→ the write runs) or rejects a pending proposal. App-only — a compliant host never exposes it to the model.

Daily Pipeline View

v0.1.0

Workflow #7 — ClaritySoft opportunities rolled up by stage (count + value): the company funnel, plus a per-owner slice when requested.

Detect Bill-Date Candidates

v0.1.0

Workflow #2 front half — scan recent QBO bills for ones still dated the day they landed in QBO: the receipt-date signature of the Fishbowl→QBO sync. Read-only; candidates feed propose_bill_date_correction.

Find Customer Account

v0.1.0

Resolve one joined customer account by company name (case/space-insensitive).

Get Card Data

v0.1.0

Approval-card bootstrap: the proposal's summary, payload and the per-card widget token the Accept/Send button needs. App-only — the assistant cannot call it.

Get Customer (QBO)

v0.1.0

Fetch one QuickBooks customer by id, including its SyncToken (the optimistic-lock key QBO sparse updates require).

KPI Scorecard (the Planning-Team measurables)

v0.1.0

Workflow #9 — the weekly Planning-Team scorecard: QMax's REAL measurable set (SALES / CASH / PRODUCT MIX), pass/fail vs their own targets. Optional bounded publish to Smartsheet.

List / Search Contacts (CRM)

v0.1.0

ClaritySoft contacts as clean domain models (vendor pagination hidden behind an async iterator). NARROW before listing — the live CRM holds ~10k contacts.

List Customer Accounts

v0.1.0

The account-join primitive: every customer joined across ClaritySoft (CRM), QuickBooks (accounting) and Fishbowl (inventory), with presence and linkage flags. Narrow with the query surface — the live CRM holds ~4.6k accounts.

Portal Query (app-only)

v0.1.0

The GraphQL read executor for portal components + result-card experiences. App-only — the assistant cannot call it; only rendered UI can. Every call is audited and narrated.

Project Hunter

v0.1.0

Workflow #6 (PD-2) — Tom's Monday-8am one-pager: scores public-source project candidates against the QMax domain, cross-references ClaritySoft by ACCOUNT NAME (dedup only, never creates a lead), returns a ranked report + digest for Tom to annotate and route by territory.

Propose AR Collections Email

v0.1.0

Workflow #4 — a relationship-aware dunning email queued for approval. The approval IS the send gate; the human can edit subject/body at send.

Propose Bill-Date Correction

v0.1.0

Workflow #2 — the next-day QBO follow-up: correct a bill's TxnDate/DueDate to the vendor invoice date. Queued for approval; applied as a QBO sparse update.

Propose Customer Invoice (exception path only)

v0.1.0

Workflow #3 — EXCEPTION path only: QMax invoicing is already automated (Fishbowl final-ship → nightly batch → QBO invoice). Drafting an invoice for a shipped order would DOUBLE-INVOICE.

Propose Sales Order

v0.1.0

Workflow #8 — draft a Fishbowl sales order (status Estimate) from an approved customer PO; created only once sales approves.

Propose Vendor Bill

v0.1.0

Workflow #1 — AP intake. Queues a vendor bill as a PENDING proposal; nothing is written until a cleared human approves in the card.