Update desktop app

desktop_app.py

@@ -335,10 +335,10 @@ class QBOExcelSyncApp:
         self.notebook = ttk.Notebook(self.main_frame)
         self.notebook.pack(fill=tk.BOTH, expand=True)
         
-        # Create tabs
+        # Create tabs - Order: Dashboard | Connection | Import | Templates | Lookup
         self._create_dashboard_tab()
-        self._create_import_tab()
         self._create_connection_tab()
+        self._create_import_tab()
         self._create_templates_tab()
         self._create_lookup_tab()
     
@@ -377,15 +377,6 @@ class QBOExcelSyncApp:
         )
         self.conn_card.pack(side=tk.LEFT, fill=tk.BOTH, expand=True, padx=(0, 10))
         
-        # Environment card
-        env_card = self._create_stat_card(
-            stats_frame,
-            "Environment",
-            self.settings.qbo_environment.title(),
-            "Test mode" if self.settings.qbo_environment == 'sandbox' else "Live data"
-        )
-        env_card.pack(side=tk.LEFT, fill=tk.BOTH, expand=True, padx=10)
-        
         # Supported types card
         types_card = self._create_stat_card(
             stats_frame,
@@ -404,22 +395,29 @@ class QBOExcelSyncApp:
         
         ttk.Button(
             actions_inner,
-            text="📁 Import Excel File",
+            text="🔗 Manage Connection",
-            command=lambda: self.notebook.select(1),  # Switch to Import tab
+            command=lambda: self.notebook.select(1),  # Connection tab (index 1)
             width=25
         ).pack(side=tk.LEFT, padx=5)
         
         ttk.Button(
             actions_inner,
-            text="🔗 Manage Connection",
+            text="📁 Import Excel File",
-            command=lambda: self.notebook.select(2),  # Switch to Connection tab
+            command=lambda: self.notebook.select(2),  # Import tab (index 2)
             width=25
         ).pack(side=tk.LEFT, padx=5)
         
         ttk.Button(
             actions_inner,
             text="📋 Manage Templates",
-            command=lambda: self.notebook.select(3),  # Switch to Templates tab
+            command=lambda: self.notebook.select(3),  # Templates tab (index 3)
+            width=25
+        ).pack(side=tk.LEFT, padx=5)
+        
+        ttk.Button(
+            actions_inner,
+            text="🔍 QuickBooks Lookup",
+            command=lambda: self.notebook.select(4),  # Lookup tab (index 4)
             width=25
         ).pack(side=tk.LEFT, padx=5)
         
@@ -666,6 +664,15 @@ class QBOExcelSyncApp:
         ttk.Button(profile_frame, text="Save As...", command=self._save_profile_as, width=10).pack(side=tk.LEFT, padx=2)
         ttk.Button(profile_frame, text="Delete", command=self._delete_profile, width=8).pack(side=tk.LEFT, padx=2)
         
+        # Import/Export buttons row
+        profile_io_frame = ttk.Frame(self.qbo_frame)
+        profile_io_frame.pack(fill=tk.X, pady=(5, 0))
+        
+        ttk.Label(profile_io_frame, text="Profile Import/Export:", foreground='gray').pack(side=tk.LEFT)
+        ttk.Button(profile_io_frame, text="Import Profile", command=self._import_profile, width=14).pack(side=tk.LEFT, padx=(10, 2))
+        ttk.Button(profile_io_frame, text="Export Profile", command=self._export_profile, width=14).pack(side=tk.LEFT, padx=2)
+        ttk.Button(profile_io_frame, text="Export All", command=self._export_all_profiles, width=12).pack(side=tk.LEFT, padx=2)
+        
         # Separator
         ttk.Separator(self.qbo_frame, orient=tk.HORIZONTAL).pack(fill=tk.X, pady=10)
         
@@ -1837,8 +1844,11 @@ except Exception as e:
     sys.exit(1)
 '''
                 
+                # Get Python executable (handles PyInstaller bundled case)
+                python_exe = self._get_python_executable()
+                
                 result = subprocess.run(
-                    [sys.executable, '-c', connect_script],
+                    [python_exe, '-c', connect_script],
                     capture_output=True,
                     text=True,
                     timeout=60
@@ -2146,6 +2156,195 @@ except Exception as e:
         messagebox.showinfo("Profile Deleted", f"Profile '{profile_name}' deleted.")
         logger.info(f"[PROFILE] Deleted profile: {profile_name}")
     
+    def _import_profile(self):
+        """Import profile(s) from a JSON file."""
+        file_path = filedialog.askopenfilename(
+            title="Import Profile",
+            filetypes=[
+                ("JSON Files", "*.json"),
+                ("All Files", "*.*")
+            ]
+        )
+        
+        if not file_path:
+            return
+        
+        try:
+            with open(file_path, 'r') as f:
+                data = json.load(f)
+            
+            # Handle both single profile and multiple profiles
+            if isinstance(data, list):
+                profiles_data = data
+            elif isinstance(data, dict):
+                profiles_data = [data]
+            else:
+                raise ValueError("Invalid profile format")
+            
+            imported_count = 0
+            skipped_count = 0
+            
+            for profile_data in profiles_data:
+                # Validate required fields
+                if 'name' not in profile_data:
+                    skipped_count += 1
+                    continue
+                
+                profile_name = profile_data['name']
+                
+                # Check if profile already exists
+                existing = self.settings.get_profile(profile_name)
+                if existing:
+                    overwrite = messagebox.askyesno(
+                        "Profile Exists",
+                        f"Profile '{profile_name}' already exists. Overwrite?"
+                    )
+                    if not overwrite:
+                        skipped_count += 1
+                        continue
+                
+                # Create ConnectionProfile from data
+                profile = ConnectionProfile(
+                    name=profile_data.get('name', ''),
+                    client_id=profile_data.get('client_id', ''),
+                    client_secret=profile_data.get('client_secret', ''),
+                    redirect_uri=profile_data.get('redirect_uri', 'http://localhost:9000/oauth/callback'),
+                    environment=profile_data.get('environment', 'sandbox'),
+                    access_token=profile_data.get('access_token'),
+                    refresh_token=profile_data.get('refresh_token'),
+                    realm_id=profile_data.get('realm_id'),
+                    company_name=profile_data.get('company_name'),
+                    token_expiry=profile_data.get('token_expiry'),
+                    created_at=profile_data.get('created_at', datetime.now().isoformat()),
+                    updated_at=datetime.now().isoformat(),
+                )
+                
+                self.settings.save_profile(profile)
+                imported_count += 1
+                logger.info(f"[PROFILE] Imported profile: {profile_name}")
+            
+            # Refresh the dropdown
+            self._refresh_profiles()
+            
+            # Show result
+            msg = f"Imported {imported_count} profile(s)."
+            if skipped_count > 0:
+                msg += f"\nSkipped {skipped_count} profile(s)."
+            messagebox.showinfo("Import Complete", msg)
+            
+        except json.JSONDecodeError as e:
+            messagebox.showerror("Import Error", f"Invalid JSON file: {str(e)}")
+            logger.error(f"[PROFILE] Import failed - invalid JSON: {e}")
+        except Exception as e:
+            messagebox.showerror("Import Error", f"Failed to import profile: {str(e)}")
+            logger.error(f"[PROFILE] Import failed: {e}")
+    
+    def _export_profile(self):
+        """Export the selected profile to a JSON file."""
+        profile_name = self.profile_var.get()
+        if not profile_name:
+            messagebox.showwarning("No Profile", "Please select a profile to export.")
+            return
+        
+        profile = self.settings.get_profile(profile_name)
+        if not profile:
+            messagebox.showerror("Error", f"Profile '{profile_name}' not found.")
+            return
+        
+        # Ask whether to include tokens (sensitive data)
+        include_tokens = messagebox.askyesno(
+            "Include Tokens?",
+            "Do you want to include access tokens in the export?\n\n"
+            "• Yes - Include tokens (allows immediate connection on import)\n"
+            "• No - Exclude tokens (more secure, requires re-authentication)"
+        )
+        
+        # Prepare export data
+        from dataclasses import asdict
+        export_data = asdict(profile)
+        
+        if not include_tokens:
+            export_data['access_token'] = None
+            export_data['refresh_token'] = None
+            export_data['token_expiry'] = None
+        
+        # Get save location
+        safe_name = "".join(c for c in profile_name if c.isalnum() or c in " -_").strip()
+        file_path = filedialog.asksaveasfilename(
+            title="Export Profile",
+            defaultextension=".json",
+            filetypes=[("JSON Files", "*.json"), ("All Files", "*.*")],
+            initialfile=f"qbo_profile_{safe_name}.json"
+        )
+        
+        if not file_path:
+            return
+        
+        try:
+            with open(file_path, 'w') as f:
+                json.dump(export_data, f, indent=2)
+            
+            messagebox.showinfo("Export Complete", f"Profile '{profile_name}' exported successfully.")
+            logger.info(f"[PROFILE] Exported profile: {profile_name} to {file_path}")
+            
+        except Exception as e:
+            messagebox.showerror("Export Error", f"Failed to export profile: {str(e)}")
+            logger.error(f"[PROFILE] Export failed: {e}")
+    
+    def _export_all_profiles(self):
+        """Export all profiles to a single JSON file."""
+        profiles = self.settings.get_profiles()
+        
+        if not profiles:
+            messagebox.showwarning("No Profiles", "No profiles to export.")
+            return
+        
+        # Ask whether to include tokens (sensitive data)
+        include_tokens = messagebox.askyesno(
+            "Include Tokens?",
+            f"Exporting {len(profiles)} profile(s).\n\n"
+            "Do you want to include access tokens in the export?\n\n"
+            "• Yes - Include tokens (allows immediate connection on import)\n"
+            "• No - Exclude tokens (more secure, requires re-authentication)"
+        )
+        
+        # Prepare export data
+        from dataclasses import asdict
+        export_data = []
+        
+        for profile in profiles:
+            profile_dict = asdict(profile)
+            if not include_tokens:
+                profile_dict['access_token'] = None
+                profile_dict['refresh_token'] = None
+                profile_dict['token_expiry'] = None
+            export_data.append(profile_dict)
+        
+        # Get save location
+        file_path = filedialog.asksaveasfilename(
+            title="Export All Profiles",
+            defaultextension=".json",
+            filetypes=[("JSON Files", "*.json"), ("All Files", "*.*")],
+            initialfile=f"qbo_profiles_backup_{datetime.now().strftime('%Y%m%d')}.json"
+        )
+        
+        if not file_path:
+            return
+        
+        try:
+            with open(file_path, 'w') as f:
+                json.dump(export_data, f, indent=2)
+            
+            messagebox.showinfo(
+                "Export Complete",
+                f"Exported {len(profiles)} profile(s) successfully."
+            )
+            logger.info(f"[PROFILE] Exported {len(profiles)} profiles to {file_path}")
+            
+        except Exception as e:
+            messagebox.showerror("Export Error", f"Failed to export profiles: {str(e)}")
+            logger.error(f"[PROFILE] Export all failed: {e}")
+    
     # =========================================================================
     # Import Methods
     # =========================================================================
@@ -3649,6 +3848,46 @@ except Exception as e:
         
         return []
     
+    def _get_python_executable(self) -> str:
+        """Get the path to a Python executable for subprocess calls.
+        When running as a PyInstaller bundle, sys.executable points to the bundle,
+        so we need to find the system Python installation."""
+        import shutil
+        
+        # Check if we're running as a PyInstaller bundle
+        if getattr(sys, 'frozen', False):
+            # Try to find system Python
+            # Check common Python installation paths on Windows
+            python_paths = [
+                shutil.which('python'),
+                shutil.which('python3'),
+                shutil.which('py'),
+                r'C:\Python312\python.exe',
+                r'C:\Python311\python.exe',
+                r'C:\Python310\python.exe',
+                r'C:\Python39\python.exe',
+                r'C:\Python38\python.exe',
+                os.path.expandvars(r'%LOCALAPPDATA%\Programs\Python\Python312\python.exe'),
+                os.path.expandvars(r'%LOCALAPPDATA%\Programs\Python\Python311\python.exe'),
+                os.path.expandvars(r'%LOCALAPPDATA%\Programs\Python\Python310\python.exe'),
+                os.path.expandvars(r'%LOCALAPPDATA%\Programs\Python\Python39\python.exe'),
+            ]
+            
+            for python_path in python_paths:
+                if python_path and os.path.isfile(python_path):
+                    logger.info(f"Found system Python at: {python_path}")
+                    return python_path
+            
+            # If no system Python found, raise an error
+            raise Exception(
+                "QuickBooks Desktop requires Python to be installed on your system.\n"
+                "Please install Python from https://www.python.org/downloads/\n"
+                "and make sure to check 'Add Python to PATH' during installation."
+            )
+        else:
+            # Running as script, use current Python
+            return sys.executable
+    
     def _fetch_qbd_entities(self, entity_type: str, search_term: str = None, type_filter: str = None) -> List[Dict]:
         """Fetch entities from QuickBooks Desktop using subprocess for COM compatibility."""
         if not HAS_QBD:
@@ -3767,8 +4006,11 @@ except Exception as e:
 '''
         
         try:
+            # Get Python executable (handles PyInstaller bundled case)
+            python_exe = self._get_python_executable()
+            
             result = subprocess.run(
-                [sys.executable, '-c', query_script],
+                [python_exe, '-c', query_script],
                 capture_output=True,
                 text=True,
                 timeout=120
@@ -3969,74 +4211,254 @@ except Exception as e:
         dialog.title("Application Logs")
         dialog.geometry("800x500")
         
-        # Read log file
+        # Read log file - check multiple possible locations
-        log_file = PROJECT_ROOT / 'desktop_app.log'
+        possible_log_paths = [
+            Path('desktop_app.log'),  # Current working directory
+            PROJECT_ROOT / 'desktop_app.log',  # Script directory
+            Path(sys.executable).parent / 'desktop_app.log',  # Executable directory
+            Path.home() / 'desktop_app.log',  # Home directory
+        ]
+        
+        log_file = None
+        for path in possible_log_paths:
+            if path.exists():
+                log_file = path
+                break
         
         text = scrolledtext.ScrolledText(dialog, wrap=tk.WORD, font=('Consolas', 9))
         text.pack(fill=tk.BOTH, expand=True, padx=10, pady=10)
         
-        if log_file.exists():
+        if log_file and log_file.exists():
-            with open(log_file, 'r') as f:
+            try:
-                text.insert(tk.END, f.read())
+                with open(log_file, 'r', encoding='utf-8', errors='ignore') as f:
+                    text.insert(tk.END, f.read())
+                text.insert(tk.END, f"\n\n--- Log file: {log_file} ---")
+            except Exception as e:
+                text.insert(tk.END, f"Error reading log file: {e}")
         else:
-            text.insert(tk.END, "No log file found.")
+            text.insert(tk.END, f"No log file found.\n\nSearched locations:\n")
+            for path in possible_log_paths:
+                text.insert(tk.END, f"  - {path}\n")
         
         text.config(state=tk.DISABLED)
         
+        # Scroll to end
+        text.see(tk.END)
+        
         btn_frame = ttk.Frame(dialog)
         btn_frame.pack(fill=tk.X, padx=10, pady=5)
         
         def clear_logs():
             if messagebox.askyesno("Confirm", "Clear all logs?"):
-                if log_file.exists():
+                if log_file and log_file.exists():
                     log_file.unlink()
                 text.config(state=tk.NORMAL)
                 text.delete(1.0, tk.END)
                 text.insert(tk.END, "Logs cleared.")
                 text.config(state=tk.DISABLED)
         
+        def open_log_folder():
+            if log_file:
+                folder = log_file.parent
+            else:
+                folder = Path.cwd()
+            if sys.platform == 'win32':
+                os.startfile(folder)
+            elif sys.platform == 'darwin':
+                subprocess.run(['open', folder])
+            else:
+                subprocess.run(['xdg-open', folder])
+        
         ttk.Button(btn_frame, text="Clear Logs", command=clear_logs).pack(side=tk.LEFT)
-        ttk.Button(btn_frame, text="Refresh", command=lambda: dialog.destroy() or self._show_logs()).pack(side=tk.LEFT, padx=5)
+        ttk.Button(btn_frame, text="Open Folder", command=open_log_folder).pack(side=tk.LEFT, padx=5)
+        ttk.Button(btn_frame, text="Refresh", command=lambda: (dialog.destroy(), self._show_logs())).pack(side=tk.LEFT, padx=5)
         ttk.Button(btn_frame, text="Close", command=dialog.destroy).pack(side=tk.RIGHT)
     
     def _show_help(self):
         """Show help documentation."""
         help_text = """
-QBO Excel Sync - Desktop Application
+╔═══════════════════════════════════════════════════════════════════════════╗
-=====================================
+║                    QBO EXCEL SYNC - USER GUIDE                            ║
+╚═══════════════════════════════════════════════════════════════════════════╝
 
-This application allows you to import Excel data into QuickBooks Online 
+TABLE OF CONTENTS
-or QuickBooks Desktop.
+─────────────────
+1. Installation & Setup
+2. Connecting to QuickBooks
+3. Connection Profiles
+4. Importing Data
+5. Field Mapping & Templates
+6. QuickBooks Lookup
+7. Troubleshooting
 
-Quick Start:
+═══════════════════════════════════════════════════════════════════════════
-1. Connect to QuickBooks (Connection tab)
+1. INSTALLATION & SETUP
-2. Select an Excel file (Import tab)
+═══════════════════════════════════════════════════════════════════════════
-3. Choose the data type (Check, Invoice, Bill, etc.)
-4. Map Excel columns to QuickBooks fields
-5. Click "Start Import"
 
-Supported Data Types:
+FOR EXECUTABLE VERSION (.exe):
-- Checks: Payment checks with payee and amount
+• Simply double-click QBO_Excel_Sync.exe to run
-- Invoices: Customer invoices with line items
+• No installation required
-- Bills: Vendor bills with expense accounts
+• For QuickBooks Desktop: Python must be installed on your system
-- Customers: New customer records
-- Vendors: New vendor records
-- Accounts: Chart of accounts entries
 
-Tips:
+FOR SOURCE VERSION:
-- Use "Auto-Map" to automatically match common field names
+1. Install Python 3.8 or higher from https://www.python.org
-- Save frequently used mappings as templates
+2. Install dependencies: pip install -r requirements.txt
-- Preview your data before importing
+3. Run: python desktop_app.py
-- Check the import log for any errors
 
-For more information, visit the documentation website.
+BUILDING THE EXECUTABLE:
+1. Run build_windows.bat (Windows)
+2. Find executable in dist/QBO_Excel_Sync.exe
+
+═══════════════════════════════════════════════════════════════════════════
+2. CONNECTING TO QUICKBOOKS
+═══════════════════════════════════════════════════════════════════════════
+
+QUICKBOOKS ONLINE:
+1. Go to the Connection tab
+2. Select "QuickBooks Online"
+3. Enter your API credentials:
+   • Client ID: From Intuit Developer Portal
+   • Client Secret: From Intuit Developer Portal
+   • Redirect URI: Your callback URL
+   • Environment: sandbox (testing) or production (live)
+4. Click "Connect to QuickBooks"
+5. Authorize in the browser
+6. For remote callback servers: Copy the code back to the app
+
+QUICKBOOKS DESKTOP:
+1. Open QuickBooks Desktop with your company file
+2. Go to the Connection tab
+3. Select "QuickBooks Desktop"
+4. Click "Connect to QuickBooks Desktop"
+5. Authorize the connection in QuickBooks Desktop
+
+═══════════════════════════════════════════════════════════════════════════
+3. CONNECTION PROFILES
+═══════════════════════════════════════════════════════════════════════════
+
+Profiles save your connection settings for easy switching between companies.
+
+MANAGING PROFILES:
+• Load: Load the selected profile into the form
+• Save: Save current settings to the selected profile
+• Save As: Create a new profile with current settings
+• Delete: Remove the selected profile
+
+IMPORT/EXPORT PROFILES:
+• Import Profile: Load profile from a JSON file
+• Export Profile: Save selected profile to a JSON file
+• Export All: Backup all profiles to a single JSON file
+
+When exporting, you can choose to include or exclude access tokens:
+• Include tokens: Can connect immediately after import
+• Exclude tokens: More secure, requires re-authentication
+
+═══════════════════════════════════════════════════════════════════════════
+4. IMPORTING DATA
+═══════════════════════════════════════════════════════════════════════════
+
+SUPPORTED DATA TYPES:
+• Checks: Payment checks with payee, bank account, and expense details
+• Invoices: Customer invoices with line items
+• Bills: Vendor bills with expense accounts
+• Customers: Customer records
+• Vendors: Vendor records
+• Accounts: Chart of accounts entries
+
+IMPORT PROCESS:
+1. Click "Browse" to select an Excel file (.xlsx, .xls)
+2. Select the data type from the dropdown
+3. Map Excel columns to QuickBooks fields (or use Auto-Map)
+4. Click "Preview" to verify data
+5. Click "Start Import" to begin
+
+IMPORT OPTIONS (Tools → Settings):
+• Skip Empty Rows: Ignore rows with no data
+• Validate Before Import: Check data before sending
+• Stop on Error: Halt import if an error occurs
+• Date Format: Expected date format in your Excel file
+
+═══════════════════════════════════════════════════════════════════════════
+5. FIELD MAPPING & TEMPLATES
+═══════════════════════════════════════════════════════════════════════════
+
+FIELD MAPPING:
+• Select an Excel column on the left
+• Select a QuickBooks field on the right
+• Click "Add Mapping" to create the link
+• Use "Auto-Map" to automatically match common field names
+
+TEMPLATES:
+• Save frequently used mappings as templates
+• Load templates to quickly apply mappings
+• Templates are stored locally and persist between sessions
+
+REQUIRED FIELDS (vary by data type):
+• Checks: Payee, Bank Account, Date, Amount, Expense Account
+• Invoices: Customer, Date, Line Items
+• Bills: Vendor, Date, Expense Account, Amount
+
+═══════════════════════════════════════════════════════════════════════════
+6. QUICKBOOKS LOOKUP
+═══════════════════════════════════════════════════════════════════════════
+
+The Lookup tab lets you search and view QuickBooks data.
+
+SEARCHABLE ENTITIES:
+• Accounts (filter by type: Bank, Expense, Income, etc.)
+• Customers
+• Vendors
+• Items
+• Employees
+• Classes
+• Payment Methods
+• Terms
+
+FEATURES:
+• Search by name
+• Filter accounts by type
+• Export results to CSV
+• Double-click to copy ID and name
+• View both Raw ID and Clean ID (for QuickBooks Desktop)
+
+═══════════════════════════════════════════════════════════════════════════
+7. TROUBLESHOOTING
+═══════════════════════════════════════════════════════════════════════════
+
+CONNECTION ISSUES:
+• "Invalid account type" error: Verify the Bank Account is type "Bank"
+• OAuth errors: Check Client ID, Secret, and Redirect URI match exactly
+• Production sandbox mismatch: Ensure Environment setting is correct
+
+QUICKBOOKS DESKTOP:
+• "No module named encodings": Install Python on your system
+• Connection timeout: Ensure QuickBooks Desktop is open with company file
+• Authorization denied: Authorize the app in QuickBooks Desktop
+
+IMPORT ERRORS:
+• "Entity not found": Check that referenced accounts/customers exist
+• "Invalid date": Verify date format matches your settings
+• Account type errors: Use correct account types (Bank for checks, etc.)
+
+LOG FILES:
+• View logs: Tools → View Logs
+• Log location: Same directory as the application
+
+GETTING HELP:
+• Check the log file for detailed error messages
+• Verify your data in the Preview before importing
+• Use the Lookup tab to find correct account names and IDs
+
+═══════════════════════════════════════════════════════════════════════════
+                         © 2024-2026 QBO Excel Sync
+═══════════════════════════════════════════════════════════════════════════
         """
         
         dialog = tk.Toplevel(self.root)
-        dialog.title("Help")
+        dialog.title("Help - User Guide")
-        dialog.geometry("600x500")
+        dialog.geometry("750x600")
         
-        text = scrolledtext.ScrolledText(dialog, wrap=tk.WORD, font=('Segoe UI', 10))
+        text = scrolledtext.ScrolledText(dialog, wrap=tk.WORD, font=('Consolas', 10))
         text.pack(fill=tk.BOTH, expand=True, padx=10, pady=10)
         text.insert(tk.END, help_text)
         text.config(state=tk.DISABLED)