Invoices_API_Coverage_Report.html•34.3 kB
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<body>
<div class="container">
<div class="header">
<h1>📊 JobNimbus Invoices API</h1>
<p>Coverage Analysis Report</p>
</div>
<div class="coverage-summary">
<div class="stat-card">
<div class="stat-label">Coverage</div>
<div class="stat-number critical">0%</div>
<div class="stat-label">Implementation Status</div>
</div>
<div class="stat-card">
<div class="stat-label">Documented Operations</div>
<div class="stat-number">5</div>
<div class="stat-label">Official API Endpoints</div>
</div>
<div class="stat-card">
<div class="stat-label">Implemented Tools</div>
<div class="stat-number critical">0</div>
<div class="stat-label">Currently Available</div>
</div>
<div class="stat-card">
<div class="stat-label">Missing Tools</div>
<div class="stat-number warning">5</div>
<div class="stat-label">Need Implementation</div>
</div>
</div>
<div class="content">
<div class="alert alert-danger">
<strong>⚠️ CRITICAL: Zero Implementation Coverage</strong><br>
The Invoices API has <strong>0% implementation coverage</strong>. None of the 5 documented operations from the official JobNimbus API documentation (Invoices.txt) are currently implemented in the MCP tool system.
</div>
<div class="section">
<h2>Coverage Progress</h2>
<div class="progress-bar">
<div class="progress-fill" style="width: 0%;">
0% - No Implementation
</div>
</div>
</div>
<div class="section">
<h2>Operations Coverage Status</h2>
<table>
<thead>
<tr>
<th>Operation</th>
<th>HTTP Method</th>
<th>Endpoint</th>
<th>Tool Name</th>
<th>Status</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Get All Invoices</strong></td>
<td>GET</td>
<td><code>/v2/invoices</code></td>
<td>get_invoices</td>
<td><span class="badge badge-missing">❌ Missing</span></td>
</tr>
<tr>
<td><strong>Get Single Invoice</strong></td>
<td>GET</td>
<td><code>/v2/invoices/{jnid}</code></td>
<td>get_invoice</td>
<td><span class="badge badge-missing">❌ Missing</span></td>
</tr>
<tr>
<td><strong>Create Invoice</strong></td>
<td>POST</td>
<td><code>/v2/invoices</code></td>
<td>create_invoice</td>
<td><span class="badge badge-missing">❌ Missing</span></td>
</tr>
<tr>
<td><strong>Update Invoice</strong></td>
<td>PUT</td>
<td><code>/v2/invoices/{jnid}</code></td>
<td>update_invoice</td>
<td><span class="badge badge-missing">❌ Missing</span></td>
</tr>
<tr>
<td><strong>Delete Invoice</strong></td>
<td>PUT</td>
<td><code>/v2/invoices/{jnid}</code></td>
<td>delete_invoice</td>
<td><span class="badge badge-missing">❌ Missing</span></td>
</tr>
</tbody>
</table>
</div>
<div class="section">
<h2>Invoice Field Properties (48 Fields)</h2>
<div class="alert alert-info">
Based on official JobNimbus API documentation (Invoices.txt), the Invoice entity has 48 documented field properties. Below is the complete field mapping with required fields highlighted.
</div>
<h3 style="margin-top: 30px; color: #667eea;">Core Identifiers (5 fields)</h3>
<div class="field-grid">
<div class="field-item">
<div class="field-name">jnid</div>
<div class="field-type">string - Unique identifier</div>
</div>
<div class="field-item">
<div class="field-name">type</div>
<div class="field-type">string - Must be "invoice" <span class="badge badge-required">Required</span></div>
</div>
<div class="field-item">
<div class="field-name">customer</div>
<div class="field-type">string - Customer ID</div>
</div>
<div class="field-item">
<div class="field-name">guid</div>
<div class="field-type">string - Global unique identifier</div>
</div>
<div class="field-item">
<div class="field-name">recid</div>
<div class="field-type">number - Record ID</div>
</div>
</div>
<h3 style="margin-top: 30px; color: #667eea;">Invoice Information (9 fields)</h3>
<div class="field-grid">
<div class="field-item">
<div class="field-name">number</div>
<div class="field-type">string - Invoice number</div>
</div>
<div class="field-item">
<div class="field-name">attachment_id</div>
<div class="field-type">string - Attachment identifier</div>
</div>
<div class="field-item">
<div class="field-name">external_id</div>
<div class="field-type">string - External system ID</div>
</div>
<div class="field-item">
<div class="field-name">template_id</div>
<div class="field-type">string - Template identifier</div>
</div>
<div class="field-item">
<div class="field-name">internal_note</div>
<div class="field-type">string - Internal notes</div>
</div>
<div class="field-item">
<div class="field-name">note</div>
<div class="field-type">string - Customer-visible notes</div>
</div>
<div class="field-item">
<div class="field-name">terms</div>
<div class="field-type">string - Payment terms</div>
</div>
<div class="field-item">
<div class="field-name">version</div>
<div class="field-type">string - Version identifier</div>
</div>
<div class="field-item">
<div class="field-name">duplicate_from_id</div>
<div class="field-type">string - Source invoice if duplicated</div>
</div>
</div>
<h3 style="margin-top: 30px; color: #667eea;">Status & Flags (6 fields)</h3>
<div class="field-grid">
<div class="field-item">
<div class="field-name">is_active</div>
<div class="field-type">boolean - Active status <span class="badge badge-required">Required</span></div>
</div>
<div class="field-item">
<div class="field-name">is_archived</div>
<div class="field-type">boolean - Archived status</div>
</div>
<div class="field-item">
<div class="field-name">esigned</div>
<div class="field-type">boolean - E-signature status</div>
</div>
<div class="field-item">
<div class="field-name">status</div>
<div class="field-type">number - Status code <span class="badge badge-required">Required</span></div>
</div>
<div class="field-item">
<div class="field-name">status_name</div>
<div class="field-type">string - Status name</div>
</div>
<div class="field-item">
<div class="field-name">signature_status</div>
<div class="field-type">string - Signature status</div>
</div>
</div>
<h3 style="margin-top: 30px; color: #667eea;">Dates (7 fields)</h3>
<div class="field-grid">
<div class="field-item">
<div class="field-name">date_created</div>
<div class="field-type">number - Unix timestamp of creation</div>
</div>
<div class="field-item">
<div class="field-name">date_updated</div>
<div class="field-type">number - Unix timestamp of last update</div>
</div>
<div class="field-item">
<div class="field-name">date_invoice</div>
<div class="field-type">number - Unix timestamp of invoice date</div>
</div>
<div class="field-item">
<div class="field-name">date_due</div>
<div class="field-type">number - Unix timestamp of due date</div>
</div>
<div class="field-item">
<div class="field-name">date_paid_in_full</div>
<div class="field-type">number - Unix timestamp when paid</div>
</div>
<div class="field-item">
<div class="field-name">date_status_change</div>
<div class="field-type">number - Unix timestamp of status change</div>
</div>
<div class="field-item">
<div class="field-name">first_payment_date</div>
<div class="field-type">number - Unix timestamp of first payment</div>
</div>
</div>
<h3 style="margin-top: 30px; color: #667eea;">Financial (7 fields)</h3>
<div class="field-grid">
<div class="field-item">
<div class="field-name">subtotal</div>
<div class="field-type">number - Subtotal amount</div>
</div>
<div class="field-item">
<div class="field-name">tax</div>
<div class="field-type">number - Tax amount</div>
</div>
<div class="field-item">
<div class="field-name">total</div>
<div class="field-type">number - Total amount</div>
</div>
<div class="field-item">
<div class="field-name">cost</div>
<div class="field-type">number - Total cost</div>
</div>
<div class="field-item">
<div class="field-name">margin</div>
<div class="field-type">number - Profit margin</div>
</div>
<div class="field-item">
<div class="field-name">total_paid</div>
<div class="field-type">number - Total amount paid</div>
</div>
<div class="field-item">
<div class="field-name">due</div>
<div class="field-type">number - Amount due</div>
</div>
</div>
<h3 style="margin-top: 30px; color: #667eea;">Items & Payments (2 fields)</h3>
<div class="field-grid">
<div class="field-item">
<div class="field-name">items</div>
<div class="field-type">array - Invoice line items <span class="badge badge-required">Required</span></div>
</div>
<div class="field-item">
<div class="field-name">payments</div>
<div class="field-type">array - Payment records</div>
</div>
</div>
<h3 style="margin-top: 30px; color: #667eea;">Location & Ownership (4 fields)</h3>
<div class="field-grid">
<div class="field-item">
<div class="field-name">location</div>
<div class="field-type">object - Location information</div>
</div>
<div class="field-item">
<div class="field-name">owners</div>
<div class="field-type">array - Invoice owners</div>
</div>
<div class="field-item">
<div class="field-name">sales_rep</div>
<div class="field-type">string - Sales rep user JNID</div>
</div>
<div class="field-item">
<div class="field-name">sales_rep_name</div>
<div class="field-type">string - Sales rep name</div>
</div>
</div>
<h3 style="margin-top: 30px; color: #667eea;">Related Entities (1 field)</h3>
<div class="field-grid">
<div class="field-item">
<div class="field-name">related</div>
<div class="field-type">array - Related jobs/contacts <span class="badge badge-required">Required</span></div>
</div>
</div>
<h3 style="margin-top: 30px; color: #667eea;">Metadata & Other (7 fields)</h3>
<div class="field-grid">
<div class="field-item">
<div class="field-name">created_by</div>
<div class="field-type">string - Creator user JNID</div>
</div>
<div class="field-item">
<div class="field-name">created_by_name</div>
<div class="field-type">string - Creator name</div>
</div>
<div class="field-item">
<div class="field-name">sections</div>
<div class="field-type">array - Invoice sections</div>
</div>
<div class="field-item">
<div class="field-name">merged</div>
<div class="field-type">any - Merged information</div>
</div>
<div class="field-item">
<div class="field-name">class_id</div>
<div class="field-type">string - QuickBooks class ID</div>
</div>
<div class="field-item">
<div class="field-name">class_name</div>
<div class="field-type">string - QuickBooks class name</div>
</div>
<div class="field-item">
<div class="field-name">supplier</div>
<div class="field-type">any - Supplier information</div>
</div>
</div>
</div>
<div class="section">
<h2>Required Fields for POST Create Invoice</h2>
<div class="alert alert-warning">
When creating a new invoice via POST /v2/invoices, the following fields are required:
</div>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
<th>Example</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>type</strong></td>
<td>string</td>
<td>Must be exactly "invoice"</td>
<td><code>"invoice"</code></td>
</tr>
<tr>
<td><strong>is_active</strong></td>
<td>boolean</td>
<td>Active status of invoice</td>
<td><code>true</code></td>
</tr>
<tr>
<td><strong>status</strong></td>
<td>number</td>
<td>Status code (1 = Draft, etc.)</td>
<td><code>1</code></td>
</tr>
<tr>
<td><strong>related</strong></td>
<td>array</td>
<td>Related entities (jobs, contacts)</td>
<td><code>[{"id": "job123", "type": "job"}]</code></td>
</tr>
<tr>
<td><strong>items</strong></td>
<td>array</td>
<td>Invoice line items</td>
<td><code>[{...item details...}]</code></td>
</tr>
</tbody>
</table>
</div>
<div class="section">
<h2>Invoice Item Structure</h2>
<p>Each item in the items array has the following structure:</p>
<div class="code-block">{
"quickbooksId": "1",
"showGroupTotal": null,
"addMarkup": null,
"addMarkupIsExcluded": null,
"photos": [],
"jnid": "PRODUCT_JNID",
"name": "Service Name",
"uom": "Items",
"item_type": "material",
"description": "Item description",
"quantity": 1,
"price": 10000,
"preSurchargePrice": null,
"cost": 10000,
"amount": 10000,
"tax_couch_id": null,
"tax_name": null,
"tax_rate": 0,
"labor": {
"quickbooksId": null,
"price": 0,
"preSurchargePrice": null,
"cost": 0,
"addMarkup": null,
"addMarkupIsExcluded": null,
"amount": 0,
"tax_couch_id": null,
"tax_name": null,
"tax_rate": 0
},
"sku": null,
"color": null,
"category": null
}</div>
</div>
<div class="section">
<h2>Example API Requests</h2>
<h3 style="color: #667eea; margin-top: 30px;">1. Create Invoice (POST)</h3>
<div class="code-block">POST /api1/v2/invoices
Content-Type: application/json
Authorization: Bearer {API_KEY}
{
"type": "invoice",
"date_created": 1683819562,
"date_updated": 1684160281,
"date_invoice": 1683781200,
"date_due": 1683781200,
"external_id": "993479",
"number": "1047-795",
"is_active": true,
"status": 1,
"internal_note": "Project Invoice",
"related": [
{
"id": "{jobId}",
"type": "job"
}
],
"items": [
{
"name": "Services",
"description": "Test and Troy Coone / SIDING",
"uom": "Items",
"item_type": "material",
"quantity": 1,
"price": 15438.99,
"jnid": "{itemId}"
}
]
}</div>
<h3 style="color: #667eea; margin-top: 30px;">2. Get Single Invoice (GET)</h3>
<div class="code-block">GET /api1/v2/invoices/{jnid}
Authorization: Bearer {API_KEY}</div>
<h3 style="color: #667eea; margin-top: 30px;">3. Get All Invoices (GET with pagination)</h3>
<div class="code-block">GET /api1/v2/invoices?from=0&size=50
Authorization: Bearer {API_KEY}</div>
<h3 style="color: #667eea; margin-top: 30px;">4. Update Invoice (PUT)</h3>
<div class="code-block">PUT /api1/v2/invoices/{jnid}
Content-Type: application/json
Authorization: Bearer {API_KEY}
{
"status": 2,
"internal_note": "Updated invoice status"
}</div>
<h3 style="color: #667eea; margin-top: 30px;">5. Delete Invoice - Soft Delete (PUT)</h3>
<div class="code-block">PUT /api1/v2/invoices/{jnid}
Content-Type: application/json
Authorization: Bearer {API_KEY}
{
"is_active": false
}</div>
</div>
<div class="section">
<h2>Implementation Path Forward</h2>
<div class="recommendations">
<h3>🎯 Recommended Implementation Strategy</h3>
<p>To achieve 100% coverage of the Invoices API, implement the following tools using the same patterns established for Estimates:</p>
<ul>
<li><strong>Priority 1 - Read Operations (GET):</strong>
<ul style="margin-top: 10px;">
<li><code>get_invoices</code> - List all invoices with pagination and filtering</li>
<li><code>get_invoice</code> - Retrieve single invoice by JNID with complete field mapping</li>
</ul>
</li>
<li><strong>Priority 2 - Create Operation (POST):</strong>
<ul style="margin-top: 10px;">
<li><code>create_invoice</code> - Create new invoice with items and financial calculations</li>
</ul>
</li>
<li><strong>Priority 3 - Update Operation (PUT):</strong>
<ul style="margin-top: 10px;">
<li><code>update_invoice</code> - Update existing invoice properties</li>
</ul>
</li>
<li><strong>Priority 4 - Delete Operation (PUT):</strong>
<ul style="margin-top: 10px;">
<li><code>delete_invoice</code> - Soft delete invoice by setting is_active to false</li>
</ul>
</li>
</ul>
<h3 style="margin-top: 25px;">📋 Implementation Checklist</h3>
<ul>
<li>✅ Create <code>src/tools/invoices/</code> directory</li>
<li>✅ Implement GetInvoicesTool with pagination support</li>
<li>✅ Implement GetInvoiceTool with complete 48-field mapping</li>
<li>✅ Implement CreateInvoiceTool with required field validation</li>
<li>✅ Implement UpdateInvoiceTool with partial update support</li>
<li>✅ Implement DeleteInvoiceTool with soft delete pattern</li>
<li>✅ Add cache integration (30-minute TTL for invoice details, 20-minute for list)</li>
<li>✅ Register all 5 tools in <code>src/tools/index.ts</code></li>
<li>✅ Build and test TypeScript compilation</li>
<li>✅ Deploy to production (Render.com)</li>
<li>✅ Test all operations with real API calls</li>
<li>✅ Generate completion report with 100% coverage verification</li>
</ul>
<h3 style="margin-top: 25px;">🔧 Technical Implementation Notes</h3>
<ul>
<li><strong>Follow Estimates Pattern:</strong> Use the same structure as Estimates tools for consistency</li>
<li><strong>Complete Field Coverage:</strong> Map all 48 fields explicitly in GET operations</li>
<li><strong>Financial Calculations:</strong> Auto-calculate subtotal, total, cost, margin, and due amounts</li>
<li><strong>Date Handling:</strong> Provide both Unix timestamps and ISO 8601 formatted dates</li>
<li><strong>Cache Integration:</strong> Use withCache wrapper for GET operations</li>
<li><strong>Error Handling:</strong> Return success/error objects with metadata</li>
<li><strong>API v2 Compliance:</strong> Include jnid in request body for PUT operations</li>
<li><strong>Type Safety:</strong> Create complete TypeScript interfaces for Invoice entity</li>
</ul>
<h3 style="margin-top: 25px;">📈 Expected Outcome</h3>
<p>Upon completion of all 5 tools:</p>
<ul>
<li>Coverage will increase from <strong>0% → 100%</strong></li>
<li>All 5 documented operations will be fully implemented</li>
<li>Total MCP tools will increase from 88 → 93</li>
<li>Invoices will have feature parity with Estimates</li>
<li>Complete CRUD operations available for invoice management</li>
</ul>
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<h2>Documentation Source</h2>
<div class="alert alert-info">
<strong>📄 Official API Documentation:</strong><br>
File: <code>C:\Users\benito\poweria\jobnimbus\jobnimbus-mcp-remote\Invoices.txt</code><br>
Lines: 641<br>
Verified: January 2025<br><br>
This report is based on the official JobNimbus API v2 documentation for the /v2/invoices endpoint.
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<p><strong>JobNimbus MCP Remote Integration</strong></p>
<p>Invoices API Coverage Analysis</p>
<p class="timestamp">Generated: January 14, 2025 | Status: 0% Implementation Coverage</p>
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