Go-live path
Connector onboarding
Controlled ingestion, not reckless API spaghetti. This page now reflects actual connector state and the remaining live integration work.
Required source hookups
Implement secure token persistence, company mapping, and importer for chart/accounts/invoices/bills/payments.
Create link token, exchange public token, store item/account mapping, and ingest account/transaction feeds.
Replace stubbed success path with real project/invoice/approval pulls tied to entities and projects.
Build upload + parsing + mapping review for ugly edge cases and bootstrap cleanup.
Current connector records
ACTIVE
Ready now: importer route scaffold
Next: projects, invoices, approvals
Readiness: Needs live importer implementation
No current issue recorded.
PLANNED · NOT_STARTED
Ready now: connector shell only
Next: link flow, account sync, transaction sync
Readiness: Needs Link flow + token exchange
Keep Biopure separate from future DRR setup.
PLANNED · NOT_STARTED
Ready now: connector shell only
Next: link flow, account sync, transaction sync
Readiness: Needs Link flow + token exchange
Awaiting Chase and Amex credential linking.
CONNECTING · READY
Ready now: accounts, customers, vendors, invoices, bills, payments
Next: transactions, journal entries, reconciliation logic
Readiness: Ready for live fetch wiring
QBO env configuration incomplete, using stub import bundle.
Recommended order of operations
Replace QBO stub imports with live API fetches now that token storage and ledger import contracts exist.
Implement Plaid link + account/transaction ingestion.
Normalize transactions and reconcile with ledger truth before trusting dashboards too much.
Layer true anomaly detection, reroute logic, and card offer tracking after live data is flowing.