@artu-ai/compliance-sdk 0.5.4 → 0.6.1

package/dist/errors/validation.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"validation.d.ts","sourceRoot":"","sources":["../../src/errors/validation.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,KAAK,EAAE,QAAQ,EAAE,MAAM,KAAK,CAAC;AACpC,OAAO,EAAE,eAAe,EAAE,MAAM,QAAQ,CAAC;AAMzC;;GAEG;AACH,MAAM,WAAW,eAAe;IAC9B;;;OAGG;IACH,IAAI,EAAE,WAAW,EAAE,CAAC;IAEpB;;OAEG;IACH,OAAO,EAAE,MAAM,CAAC;IAEhB;;OAEG;IACH,IAAI,CAAC,EAAE,MAAM,CAAC;CACf;AAMD;;;;;;;;;;;;;;;;;;GAkBG;AACH,qBAAa,eAAgB,SAAQ,eAAe;IAClD;;OAEG;IACH,SAAgB,MAAM,EAAE,eAAe,EAAE,CAAC;gBAE9B,MAAM,EAAE,eAAe,EAAE,EAAE,SAAS,CAAC,EAAE,MAAM;IAUzD;;;;;;OAMG;IACH,MAAM,CAAC,YAAY,CAAC,KAAK,EAAE,QAAQ,EAAE,SAAS,CAAC,EAAE,MAAM,GAAG,eAAe;IASzE;;;;;;;;;;;OAWG;IACH,cAAc,CAAC,IAAI,EAAE,MAAM,GAAG,MAAM,EAAE;IAUtC;;;;;OAKG;IACH,aAAa,CAAC,IAAI,EAAE,MAAM,GAAG,OAAO;IAIpC;;;;;;;;;;;OAWG;IACH,aAAa,IAAI,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC;IAYvC;;OAEG;IACH,OAAO,CAAC,MAAM,CAAC,aAAa;CAa7B"}
+{"version":3,"file":"validation.d.ts","sourceRoot":"","sources":["../../src/errors/validation.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,KAAK,EAAE,QAAQ,EAAE,MAAM,KAAK,CAAC;AACpC,OAAO,EAAE,eAAe,EAAE,MAAM,QAAQ,CAAC;AAMzC;;GAEG;AACH,MAAM,WAAW,eAAe;IAC9B;;;OAGG;IACH,IAAI,EAAE,WAAW,EAAE,CAAC;IAEpB;;OAEG;IACH,OAAO,EAAE,MAAM,CAAC;IAEhB;;OAEG;IACH,IAAI,CAAC,EAAE,MAAM,CAAC;CACf;AAMD;;;;;;;;;;;;;;;;;;GAkBG;AACH,qBAAa,eAAgB,SAAQ,eAAe;IAClD;;OAEG;IACH,SAAgB,MAAM,EAAE,eAAe,EAAE,CAAC;gBAE9B,MAAM,EAAE,eAAe,EAAE,EAAE,SAAS,CAAC,EAAE,MAAM;IAUzD;;;;;;OAMG;IACH,MAAM,CAAC,YAAY,CAAC,KAAK,EAAE,QAAQ,EAAE,SAAS,CAAC,EAAE,MAAM,GAAG,eAAe;IASzE;;;;;;;;;;;OAWG;IACH,cAAc,CAAC,IAAI,EAAE,MAAM,GAAG,MAAM,EAAE;IAUtC;;;;;OAKG;IACH,aAAa,CAAC,IAAI,EAAE,MAAM,GAAG,OAAO;IAIpC;;;;;;;;;;;OAWG;IACH,aAAa,IAAI,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC;IAYvC;;OAEG;IACH,OAAO,CAAC,MAAM,CAAC,aAAa;CAmC7B"}

package/dist/errors/validation.js

@@ -123,7 +123,25 @@ export class ValidationError extends ComplianceError {
                 const path = issue.path.length > 0 ? `${issue.path.join(".")}: ` : "";
                 return `Validation failed: ${path}${issue.message}`;
             }
+            // Handle undefined element edge case
+            return "Validation failed: undefined";
         }
-        return `Validation failed with ${issues.length} errors`;
+        const formatIssue = (issue) => {
+            if (!issue)
+                return "  - undefined";
+            const path = issue.path.length > 0 ? `${issue.path.join(".")}: ` : "";
+            return `  - ${path}${issue.message}`;
+        };
+        if (issues.length <= 5) {
+            // Show all errors in a formatted list
+            const errorList = issues.map(formatIssue).join("\n");
+            return `Validation failed with ${issues.length} errors:\n${errorList}`;
+        }
+        // More than 5 errors: show first 4, hidden count, and last error
+        const firstFour = issues.slice(0, 4).map(formatIssue).join("\n");
+        const hiddenCount = issues.length - 5;
+        const lastIssue = issues[issues.length - 1];
+        const lastError = lastIssue ? formatIssue(lastIssue) : "";
+        return `Validation failed with ${issues.length} errors:\n${firstFour}\n  ... ${hiddenCount} more error${hiddenCount === 1 ? "" : "s"}\n${lastError}`;
     }
 }

package/dist/resources/addresses.d.ts

@@ -3,7 +3,7 @@
  *
  * Manages physical and mailing addresses for clients.
  */
-import type { CreateAddressInput, UpdateAddressInput, AddressFilter, AddressSort, AddressType, ListOptions, PaginatedResponse, AtomicBatchResult, PartialBatchResult, SyncItem, SyncResult } from "@artu-ai/shared";
+import type { CreateAddressInput, UpdateAddressInput, UpsertAddressInput, AddressFilter, AddressSort, AddressType, ListOptions, PaginatedResponse, AtomicBatchResult, PartialBatchResult, SyncItem, SyncResult, UpsertResult } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { Address, type AddressData } from "../models/Address";
 /**
@@ -85,7 +85,11 @@ export declare class AddressesResource<TSort = AddressSort> extends BaseResource
     /**
      * Returns an async iterator over all addresses matching the filter.
      */
-    iterate(filter?: AddressFilter): AsyncGenerator<Address, void, undefined>;
+    iterate(options?: {
+        filter?: AddressFilter;
+        sort?: TSort;
+        pageSize?: number;
+    }): AsyncGenerator<Address, void, undefined>;
     /**
      * Creates multiple addresses in a single request.
      *
@@ -158,6 +162,29 @@ export declare class AddressesResource<TSort = AddressSort> extends BaseResource
     sync(clientId: string, items: SyncItem<UpdateAddressInput>[], options?: {
         replaceMode?: boolean;
     }): Promise<SyncResult<Address>>;
+    /**
+     * Creates or updates an address by externalId.
+     *
+     * If an address with the given externalId exists, it will be updated.
+     * Otherwise, a new address will be created.
+     *
+     * @param data - Address upsert data (must include externalId and clientId)
+     * @returns The created or updated address with action indicator
+     */
+    upsertByExternalId(data: UpsertAddressInput): Promise<UpsertResult<Address>>;
+    /**
+     * Creates or updates multiple addresses by externalId in a single request.
+     *
+     * @param addresses - Array of address upsert data (each must include externalId and clientId)
+     * @param options - Batch options (atomic: true by default)
+     * @returns Atomic result with data array, or partial result with succeeded/failed
+     */
+    upsertManyByExternalId(addresses: UpsertAddressInput[], options?: {
+        atomic?: true;
+    }): Promise<AtomicBatchResult<UpsertResult<Address>>>;
+    upsertManyByExternalId(addresses: UpsertAddressInput[], options: {
+        atomic: false;
+    }): Promise<PartialBatchResult<UpsertResult<Address>>>;
     /**
      * Gets the primary address for a client
      *

package/dist/resources/addresses.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"addresses.d.ts","sourceRoot":"","sources":["../../src/resources/addresses.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAGH,OAAO,KAAK,EACV,kBAAkB,EAClB,kBAAkB,EAClB,aAAa,EACb,WAAW,EACX,WAAW,EACX,WAAW,EACX,iBAAiB,EACjB,iBAAiB,EACjB,kBAAkB,EAClB,QAAQ,EACR,UAAU,EACX,MAAM,iBAAiB,CAAC;AAMzB,OAAO,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;AACtC,OAAO,EAAE,OAAO,EAAE,KAAK,WAAW,EAAE,MAAM,mBAAmB,CAAC;AAO9D;;;;;;;;;;;;;;;;;;;;GAoBG;AACH,qBAAa,iBAAiB,CAAC,KAAK,GAAG,WAAW,CAAE,SAAQ,YAAY,CACtE,OAAO,EACP,kBAAkB,EAClB,kBAAkB,EAClB,aAAa,EACb,KAAK,CACN;IAKC;;;;;OAKG;IACG,MAAM,CAAC,IAAI,EAAE,kBAAkB,GAAG,OAAO,CAAC,OAAO,CAAC;IASxD;;;;;OAKG;IACG,QAAQ,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,OAAO,CAAC;IAO5C;;OAEG;IACG,kBAAkB,CAAC,GAAG,EAAE,MAAM,EAAE,KAAK,EAAE,MAAM,GAAG,OAAO,CAAC,OAAO,CAAC;IAOtE;;OAEG;IACG,oBAAoB,CAAC,UAAU,EAAE,MAAM,GAAG,OAAO,CAAC,OAAO,CAAC;IAOhE;;;;;;OAMG;IACG,MAAM,CAAC,EAAE,EAAE,MAAM,EAAE,IAAI,EAAE,kBAAkB,GAAG,OAAO,CAAC,OAAO,CAAC;IASpE;;;;OAIG;IACG,MAAM,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,IAAI,CAAC;IAQvC;;;;;OAKG;IACG,IAAI,CACR,OAAO,CAAC,EAAE,WAAW,CAAC,aAAa,EAAE,KAAK,CAAC,GAC1C,OAAO,CAAC,iBAAiB,CAAC,OAAO,CAAC,CAAC;IAYtC;;;;;;OAMG;IACG,YAAY,CAChB,QAAQ,EAAE,MAAM,EAChB,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,MAAM,CAAC;QAAC,KAAK,CAAC,EAAE,MAAM,CAAA;KAAE,GAC5C,OAAO,CAAC,iBAAiB,CAAC,OAAO,CAAC,CAAC;IAUtC;;OAEG;IACH,OAAO,CAAC,MAAM,CAAC,EAAE,aAAa,GAAG,cAAc,CAAC,OAAO,EAAE,IAAI,EAAE,SAAS,CAAC;IAQzE;;;;;;OAMG;IACG,UAAU,CACd,SAAS,EAAE,kBAAkB,EAAE,EAC/B,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,OAAO,CAAC,CAAC;IAChC,UAAU,CACd,SAAS,EAAE,kBAAkB,EAAE,EAC/B,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,OAAO,CAAC,CAAC;IAgCvC;;;;;;OAMG;IACG,UAAU,CACd,OAAO,EAAE;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,kBAAkB,CAAA;KAAE,EAAE,EACnD,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,OAAO,CAAC,CAAC;IAChC,UAAU,CACd,OAAO,EAAE;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,kBAAkB,CAAA;KAAE,EAAE,EACnD,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,OAAO,CAAC,CAAC;IAsCvC;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;OAiCG;IACG,IAAI,CACR,QAAQ,EAAE,MAAM,EAChB,KAAK,EAAE,QAAQ,CAAC,kBAAkB,CAAC,EAAE,EACrC,OAAO,CAAC,EAAE;QAAE,WAAW,EAAE,IAAI,CAAA;KAAE,GAC9B,OAAO,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC;IACzB,IAAI,CACR,QAAQ,EAAE,MAAM,EAChB,KAAK,EAAE,QAAQ,CAAC,kBAAkB,CAAC,EAAE,EACrC,OAAO,CAAC,EAAE;QAAE,WAAW,CAAC,EAAE,OAAO,CAAA;KAAE,GAClC,OAAO,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC;IAmC/B;;;;;;OAMG;IACG,UAAU,CACd,QAAQ,EAAE,MAAM,EAChB,IAAI,CAAC,EAAE,WAAW,GACjB,OAAO,CAAC,OAAO,GAAG,IAAI,CAAC;IAW1B,SAAS,CAAC,WAAW,CAAC,IAAI,EAAE,WAAW,GAAG,OAAO;CAGlD"}
+{"version":3,"file":"addresses.d.ts","sourceRoot":"","sources":["../../src/resources/addresses.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAGH,OAAO,KAAK,EACV,kBAAkB,EAClB,kBAAkB,EAClB,kBAAkB,EAClB,aAAa,EACb,WAAW,EACX,WAAW,EACX,WAAW,EACX,iBAAiB,EACjB,iBAAiB,EACjB,kBAAkB,EAClB,QAAQ,EACR,UAAU,EACV,YAAY,EACb,MAAM,iBAAiB,CAAC;AAOzB,OAAO,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;AACtC,OAAO,EAAE,OAAO,EAAE,KAAK,WAAW,EAAE,MAAM,mBAAmB,CAAC;AAO9D;;;;;;;;;;;;;;;;;;;;GAoBG;AACH,qBAAa,iBAAiB,CAAC,KAAK,GAAG,WAAW,CAAE,SAAQ,YAAY,CACtE,OAAO,EACP,kBAAkB,EAClB,kBAAkB,EAClB,aAAa,EACb,KAAK,CACN;IAKC;;;;;OAKG;IACG,MAAM,CAAC,IAAI,EAAE,kBAAkB,GAAG,OAAO,CAAC,OAAO,CAAC;IASxD;;;;;OAKG;IACG,QAAQ,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,OAAO,CAAC;IAO5C;;OAEG;IACG,kBAAkB,CAAC,GAAG,EAAE,MAAM,EAAE,KAAK,EAAE,MAAM,GAAG,OAAO,CAAC,OAAO,CAAC;IAOtE;;OAEG;IACG,oBAAoB,CAAC,UAAU,EAAE,MAAM,GAAG,OAAO,CAAC,OAAO,CAAC;IAOhE;;;;;;OAMG;IACG,MAAM,CAAC,EAAE,EAAE,MAAM,EAAE,IAAI,EAAE,kBAAkB,GAAG,OAAO,CAAC,OAAO,CAAC;IASpE;;;;OAIG;IACG,MAAM,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,IAAI,CAAC;IAQvC;;;;;OAKG;IACG,IAAI,CACR,OAAO,CAAC,EAAE,WAAW,CAAC,aAAa,EAAE,KAAK,CAAC,GAC1C,OAAO,CAAC,iBAAiB,CAAC,OAAO,CAAC,CAAC;IAYtC;;;;;;OAMG;IACG,YAAY,CAChB,QAAQ,EAAE,MAAM,EAChB,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,MAAM,CAAC;QAAC,KAAK,CAAC,EAAE,MAAM,CAAA;KAAE,GAC5C,OAAO,CAAC,iBAAiB,CAAC,OAAO,CAAC,CAAC;IAUtC;;OAEG;IACH,OAAO,CAAC,OAAO,CAAC,EAAE;QAChB,MAAM,CAAC,EAAE,aAAa,CAAC;QACvB,IAAI,CAAC,EAAE,KAAK,CAAC;QACb,QAAQ,CAAC,EAAE,MAAM,CAAC;KACnB,GAAG,cAAc,CAAC,OAAO,EAAE,IAAI,EAAE,SAAS,CAAC;IAY5C;;;;;;OAMG;IACG,UAAU,CACd,SAAS,EAAE,kBAAkB,EAAE,EAC/B,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,OAAO,CAAC,CAAC;IAChC,UAAU,CACd,SAAS,EAAE,kBAAkB,EAAE,EAC/B,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,OAAO,CAAC,CAAC;IAgCvC;;;;;;OAMG;IACG,UAAU,CACd,OAAO,EAAE;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,kBAAkB,CAAA;KAAE,EAAE,EACnD,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,OAAO,CAAC,CAAC;IAChC,UAAU,CACd,OAAO,EAAE;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,kBAAkB,CAAA;KAAE,EAAE,EACnD,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,OAAO,CAAC,CAAC;IAsCvC;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;OAiCG;IACG,IAAI,CACR,QAAQ,EAAE,MAAM,EAChB,KAAK,EAAE,QAAQ,CAAC,kBAAkB,CAAC,EAAE,EACrC,OAAO,CAAC,EAAE;QAAE,WAAW,EAAE,IAAI,CAAA;KAAE,GAC9B,OAAO,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC;IACzB,IAAI,CACR,QAAQ,EAAE,MAAM,EAChB,KAAK,EAAE,QAAQ,CAAC,kBAAkB,CAAC,EAAE,EACrC,OAAO,CAAC,EAAE;QAAE,WAAW,CAAC,EAAE,OAAO,CAAA;KAAE,GAClC,OAAO,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC;IA2C/B;;;;;;;;OAQG;IACG,kBAAkB,CACtB,IAAI,EAAE,kBAAkB,GACvB,OAAO,CAAC,YAAY,CAAC,OAAO,CAAC,CAAC;IAajC;;;;;;OAMG;IACG,sBAAsB,CAC1B,SAAS,EAAE,kBAAkB,EAAE,EAC/B,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,YAAY,CAAC,OAAO,CAAC,CAAC,CAAC;IAC9C,sBAAsB,CAC1B,SAAS,EAAE,kBAAkB,EAAE,EAC/B,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,YAAY,CAAC,OAAO,CAAC,CAAC,CAAC;IAgDrD;;;;;;OAMG;IACG,UAAU,CACd,QAAQ,EAAE,MAAM,EAChB,IAAI,CAAC,EAAE,WAAW,GACjB,OAAO,CAAC,OAAO,GAAG,IAAI,CAAC;IAW1B,SAAS,CAAC,WAAW,CAAC,IAAI,EAAE,WAAW,GAAG,OAAO;CAGlD"}

package/dist/resources/addresses.js

@@ -4,7 +4,7 @@
  * Manages physical and mailing addresses for clients.
  */
 import { z } from "zod";
-import { createAddressInputSchema, updateAddressInputSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
+import { createAddressInputSchema, updateAddressInputSchema, upsertAddressInputSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { Address } from "../models/Address";
 // ===========================
@@ -123,8 +123,12 @@ export class AddressesResource extends BaseResource {
     /**
      * Returns an async iterator over all addresses matching the filter.
      */
-    iterate(filter) {
-        return this.createIterator({ filter });
+    iterate(options) {
+        return this.createIterator({
+            filter: options?.filter,
+            sort: options?.sort,
+            pageSize: options?.pageSize,
+        });
     }
     async createMany(addresses, options = {}) {
         const atomic = options.atomic ?? true;
@@ -173,7 +177,14 @@ export class AddressesResource extends BaseResource {
         }
     }
     async sync(clientId, items, options) {
-        const validated = this.validate(z.array(replaceSyncItemSchema(createAddressInputSchema, updateAddressInputSchema)), items);
+        // Inject clientId into create items (items without id) before validation
+        const itemsWithClientId = items.map((item) => {
+            if (!("id" in item) || !item.id) {
+                return { ...item, clientId };
+            }
+            return item;
+        });
+        const validated = this.validate(z.array(replaceSyncItemSchema(createAddressInputSchema, updateAddressInputSchema)), itemsWithClientId);
         const response = await this.execute(() => this.trpc.addresses.sync.mutate({
             clientId,
             items: validated,
@@ -186,6 +197,56 @@ export class AddressesResource extends BaseResource {
         };
     }
     // ─────────────────────────────────────────────────────────────────
+    // Upsert Operations
+    // ─────────────────────────────────────────────────────────────────
+    /**
+     * Creates or updates an address by externalId.
+     *
+     * If an address with the given externalId exists, it will be updated.
+     * Otherwise, a new address will be created.
+     *
+     * @param data - Address upsert data (must include externalId and clientId)
+     * @returns The created or updated address with action indicator
+     */
+    async upsertByExternalId(data) {
+        const validated = this.validate(upsertAddressInputSchema, data);
+        const response = await this.execute(() => this.trpc.addresses.upsertByExternalId.mutate(validated));
+        return {
+            data: this.instantiate(response.data),
+            action: response.action,
+        };
+    }
+    async upsertManyByExternalId(addresses, options = {}) {
+        const atomic = options.atomic ?? true;
+        const validated = this.validate(z.array(upsertAddressInputSchema), addresses);
+        const response = await this.execute(() => this.trpc.addresses.upsertManyByExternalId.mutate({
+            items: validated,
+            atomic,
+        }));
+        if (response.atomic) {
+            return {
+                atomic: true,
+                data: response.data.map((item) => ({
+                    data: this.instantiate(item.data),
+                    action: item.action,
+                })),
+            };
+        }
+        else {
+            return {
+                atomic: false,
+                succeeded: response.succeeded.map((item) => ({
+                    index: item.index,
+                    data: {
+                        data: this.instantiate(item.data.data),
+                        action: item.data.action,
+                    },
+                })),
+                failed: response.failed,
+            };
+        }
+    }
+    // ─────────────────────────────────────────────────────────────────
     // Helper Methods
     // ─────────────────────────────────────────────────────────────────
     /**

package/dist/resources/bank-accounts.d.ts

@@ -6,7 +6,7 @@
  * This is the base (unscoped) resource. For jurisdiction-scoped SDKs, use:
  * - MexBankAccountsResource - Mexico-scoped with flattened CLABE fields
  */
-import type { CreateBankAccountInput, UpdateBankAccountInput, BankAccountFilter, BankAccountSort, PaginatedResponse, ListOptions, AtomicBatchResult, PartialBatchResult, SyncItem, SyncResult } from "@artu-ai/shared";
+import type { CreateBankAccountInput, UpdateBankAccountInput, UpsertBankAccountInput, BankAccountFilter, BankAccountSort, PaginatedResponse, ListOptions, AtomicBatchResult, PartialBatchResult, SyncItem, SyncResult, UpsertResult } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { BankAccount, type BankAccountData } from "../models/BankAccount";
 /**
@@ -73,7 +73,11 @@ export declare class BankAccountsResource<TSort = BankAccountSort> extends BaseR
     /**
      * Returns an async iterator over all bank accounts matching the filter.
      */
-    iterate(filter?: BankAccountFilter): AsyncGenerator<BankAccount, void, undefined>;
+    iterate(options?: {
+        filter?: BankAccountFilter;
+        sort?: TSort;
+        pageSize?: number;
+    }): AsyncGenerator<BankAccount, void, undefined>;
     /**
      * Gets the primary bank account for a client.
      *
@@ -125,6 +129,29 @@ export declare class BankAccountsResource<TSort = BankAccountSort> extends BaseR
     }[], options: {
         atomic: false;
     }): Promise<PartialBatchResult<BankAccount>>;
+    /**
+     * Creates or updates a bank account by externalId.
+     *
+     * If a bank account with the given externalId exists, it will be updated.
+     * Otherwise, a new bank account will be created.
+     *
+     * @param data - Bank account upsert data (must include externalId and clientId)
+     * @returns The created or updated bank account with action indicator
+     */
+    upsertByExternalId(data: UpsertBankAccountInput): Promise<UpsertResult<BankAccount>>;
+    /**
+     * Creates or updates multiple bank accounts by externalId in a single request.
+     *
+     * @param accounts - Array of bank account upsert data (each must include externalId and clientId)
+     * @param options - Batch options (atomic: true by default)
+     * @returns Atomic result with data array, or partial result with succeeded/failed
+     */
+    upsertManyByExternalId(accounts: UpsertBankAccountInput[], options?: {
+        atomic?: true;
+    }): Promise<AtomicBatchResult<UpsertResult<BankAccount>>>;
+    upsertManyByExternalId(accounts: UpsertBankAccountInput[], options: {
+        atomic: false;
+    }): Promise<PartialBatchResult<UpsertResult<BankAccount>>>;
     /**
      * Syncs bank accounts for a client - handles create, update, and delete in bulk.
      *

package/dist/resources/bank-accounts.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"bank-accounts.d.ts","sourceRoot":"","sources":["../../src/resources/bank-accounts.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAGH,OAAO,KAAK,EACV,sBAAsB,EACtB,sBAAsB,EACtB,iBAAiB,EACjB,eAAe,EACf,iBAAiB,EACjB,WAAW,EACX,iBAAiB,EACjB,kBAAkB,EAClB,QAAQ,EACR,UAAU,EACX,MAAM,iBAAiB,CAAC;AAOzB,OAAO,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;AACtC,OAAO,EAAE,WAAW,EAAE,KAAK,eAAe,EAAE,MAAM,uBAAuB,CAAC;AAM1E;;;;;;;;;;;;;;;;;;;;;GAqBG;AACH,qBAAa,oBAAoB,CAAC,KAAK,GAAG,eAAe,CAAE,SAAQ,YAAY,CAC7E,WAAW,EACX,sBAAsB,EACtB,sBAAsB,EACtB,iBAAiB,EACjB,KAAK,CACN;IAKC;;;;;OAKG;IACG,MAAM,CAAC,IAAI,EAAE,sBAAsB,GAAG,OAAO,CAAC,WAAW,CAAC;IAUhE;;OAEG;IACG,QAAQ,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAOhD;;OAEG;IACG,kBAAkB,CAAC,GAAG,EAAE,MAAM,EAAE,KAAK,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAO1E;;OAEG;IACG,oBAAoB,CAAC,UAAU,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAOpE;;OAEG;IACG,MAAM,CAAC,EAAE,EAAE,MAAM,EAAE,IAAI,EAAE,sBAAsB,GAAG,OAAO,CAAC,WAAW,CAAC;IAS5E;;OAEG;IACG,MAAM,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,IAAI,CAAC;IAQvC;;OAEG;IACG,IAAI,CACR,OAAO,CAAC,EAAE,WAAW,CAAC,iBAAiB,EAAE,KAAK,CAAC,GAC9C,OAAO,CAAC,iBAAiB,CAAC,WAAW,CAAC,CAAC;IAa1C;;OAEG;IACG,YAAY,CAChB,QAAQ,EAAE,MAAM,EAChB,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,MAAM,CAAC;QAAC,KAAK,CAAC,EAAE,MAAM,CAAA;KAAE,GAC5C,OAAO,CAAC,iBAAiB,CAAC,WAAW,CAAC,CAAC;IAW1C;;OAEG;IACH,OAAO,CACL,MAAM,CAAC,EAAE,iBAAiB,GACzB,cAAc,CAAC,WAAW,EAAE,IAAI,EAAE,SAAS,CAAC;IAQ/C;;;;;OAKG;IACG,UAAU,CAAC,QAAQ,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,GAAG,IAAI,CAAC;IAQ/D;;OAEG;IACG,UAAU,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAOlD;;OAEG;IACG,QAAQ,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAOhD;;OAEG;IACG,UAAU,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAWlD;;;;;;OAMG;IACG,UAAU,CACd,QAAQ,EAAE,sBAAsB,EAAE,EAClC,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,WAAW,CAAC,CAAC;IACpC,UAAU,CACd,QAAQ,EAAE,sBAAsB,EAAE,EAClC,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,WAAW,CAAC,CAAC;IAgC3C;;;;;;OAMG;IACG,UAAU,CACd,OAAO,EAAE;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,sBAAsB,CAAA;KAAE,EAAE,EACvD,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,WAAW,CAAC,CAAC;IACpC,UAAU,CACd,OAAO,EAAE;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,sBAAsB,CAAA;KAAE,EAAE,EACvD,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,WAAW,CAAC,CAAC;IAsC3C;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;OAiCG;IACG,IAAI,CACR,QAAQ,EAAE,MAAM,EAChB,KAAK,EAAE,QAAQ,CAAC,sBAAsB,CAAC,EAAE,EACzC,OAAO,EAAE;QAAE,WAAW,EAAE,IAAI,CAAA;KAAE,GAC7B,OAAO,CAAC,UAAU,CAAC,WAAW,CAAC,CAAC;IAC7B,IAAI,CACR,QAAQ,EAAE,MAAM,EAChB,KAAK,EAAE,QAAQ,CAAC,sBAAsB,CAAC,EAAE,EACzC,OAAO,CAAC,EAAE;QAAE,WAAW,CAAC,EAAE,OAAO,CAAA;KAAE,GAClC,OAAO,CAAC,UAAU,CAAC,WAAW,CAAC,CAAC;IAmCnC;;;OAGG;IACH,SAAS,CAAC,WAAW,CAAC,IAAI,EAAE,eAAe,GAAG,WAAW;CAG1D"}
+{"version":3,"file":"bank-accounts.d.ts","sourceRoot":"","sources":["../../src/resources/bank-accounts.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAGH,OAAO,KAAK,EACV,sBAAsB,EACtB,sBAAsB,EACtB,sBAAsB,EACtB,iBAAiB,EACjB,eAAe,EACf,iBAAiB,EACjB,WAAW,EACX,iBAAiB,EACjB,kBAAkB,EAClB,QAAQ,EACR,UAAU,EACV,YAAY,EACb,MAAM,iBAAiB,CAAC;AAQzB,OAAO,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;AACtC,OAAO,EAAE,WAAW,EAAE,KAAK,eAAe,EAAE,MAAM,uBAAuB,CAAC;AAM1E;;;;;;;;;;;;;;;;;;;;;GAqBG;AACH,qBAAa,oBAAoB,CAAC,KAAK,GAAG,eAAe,CAAE,SAAQ,YAAY,CAC7E,WAAW,EACX,sBAAsB,EACtB,sBAAsB,EACtB,iBAAiB,EACjB,KAAK,CACN;IAKC;;;;;OAKG;IACG,MAAM,CAAC,IAAI,EAAE,sBAAsB,GAAG,OAAO,CAAC,WAAW,CAAC;IAUhE;;OAEG;IACG,QAAQ,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAOhD;;OAEG;IACG,kBAAkB,CAAC,GAAG,EAAE,MAAM,EAAE,KAAK,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAO1E;;OAEG;IACG,oBAAoB,CAAC,UAAU,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAOpE;;OAEG;IACG,MAAM,CAAC,EAAE,EAAE,MAAM,EAAE,IAAI,EAAE,sBAAsB,GAAG,OAAO,CAAC,WAAW,CAAC;IAS5E;;OAEG;IACG,MAAM,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,IAAI,CAAC;IAQvC;;OAEG;IACG,IAAI,CACR,OAAO,CAAC,EAAE,WAAW,CAAC,iBAAiB,EAAE,KAAK,CAAC,GAC9C,OAAO,CAAC,iBAAiB,CAAC,WAAW,CAAC,CAAC;IAa1C;;OAEG;IACG,YAAY,CAChB,QAAQ,EAAE,MAAM,EAChB,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,MAAM,CAAC;QAAC,KAAK,CAAC,EAAE,MAAM,CAAA;KAAE,GAC5C,OAAO,CAAC,iBAAiB,CAAC,WAAW,CAAC,CAAC;IAW1C;;OAEG;IACH,OAAO,CAAC,OAAO,CAAC,EAAE;QAChB,MAAM,CAAC,EAAE,iBAAiB,CAAC;QAC3B,IAAI,CAAC,EAAE,KAAK,CAAC;QACb,QAAQ,CAAC,EAAE,MAAM,CAAC;KACnB,GAAG,cAAc,CAAC,WAAW,EAAE,IAAI,EAAE,SAAS,CAAC;IAYhD;;;;;OAKG;IACG,UAAU,CAAC,QAAQ,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,GAAG,IAAI,CAAC;IAQ/D;;OAEG;IACG,UAAU,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAOlD;;OAEG;IACG,QAAQ,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAOhD;;OAEG;IACG,UAAU,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAWlD;;;;;;OAMG;IACG,UAAU,CACd,QAAQ,EAAE,sBAAsB,EAAE,EAClC,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,WAAW,CAAC,CAAC;IACpC,UAAU,CACd,QAAQ,EAAE,sBAAsB,EAAE,EAClC,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,WAAW,CAAC,CAAC;IAgC3C;;;;;;OAMG;IACG,UAAU,CACd,OAAO,EAAE;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,sBAAsB,CAAA;KAAE,EAAE,EACvD,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,WAAW,CAAC,CAAC;IACpC,UAAU,CACd,OAAO,EAAE;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,sBAAsB,CAAA;KAAE,EAAE,EACvD,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,WAAW,CAAC,CAAC;IAsC3C;;;;;;;;OAQG;IACG,kBAAkB,CACtB,IAAI,EAAE,sBAAsB,GAC3B,OAAO,CAAC,YAAY,CAAC,WAAW,CAAC,CAAC;IAarC;;;;;;OAMG;IACG,sBAAsB,CAC1B,QAAQ,EAAE,sBAAsB,EAAE,EAClC,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,YAAY,CAAC,WAAW,CAAC,CAAC,CAAC;IAClD,sBAAsB,CAC1B,QAAQ,EAAE,sBAAsB,EAAE,EAClC,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,YAAY,CAAC,WAAW,CAAC,CAAC,CAAC;IAgDzD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;OAiCG;IACG,IAAI,CACR,QAAQ,EAAE,MAAM,EAChB,KAAK,EAAE,QAAQ,CAAC,sBAAsB,CAAC,EAAE,EACzC,OAAO,EAAE;QAAE,WAAW,EAAE,IAAI,CAAA;KAAE,GAC7B,OAAO,CAAC,UAAU,CAAC,WAAW,CAAC,CAAC;IAC7B,IAAI,CACR,QAAQ,EAAE,MAAM,EAChB,KAAK,EAAE,QAAQ,CAAC,sBAAsB,CAAC,EAAE,EACzC,OAAO,CAAC,EAAE;QAAE,WAAW,CAAC,EAAE,OAAO,CAAA;KAAE,GAClC,OAAO,CAAC,UAAU,CAAC,WAAW,CAAC,CAAC;IA2CnC;;;OAGG;IACH,SAAS,CAAC,WAAW,CAAC,IAAI,EAAE,eAAe,GAAG,WAAW;CAG1D"}

package/dist/resources/bank-accounts.js

@@ -7,7 +7,7 @@
  * - MexBankAccountsResource - Mexico-scoped with flattened CLABE fields
  */
 import { z } from "zod";
-import { createBankAccountInputSchema, updateBankAccountInputSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
+import { createBankAccountInputSchema, updateBankAccountInputSchema, upsertBankAccountInputSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { BankAccount } from "../models/BankAccount";
 // ===========================
@@ -111,8 +111,12 @@ export class BankAccountsResource extends BaseResource {
     /**
      * Returns an async iterator over all bank accounts matching the filter.
      */
-    iterate(filter) {
-        return this.createIterator({ filter });
+    iterate(options) {
+        return this.createIterator({
+            filter: options?.filter,
+            sort: options?.sort,
+            pageSize: options?.pageSize,
+        });
     }
     // ─────────────────────────────────────────────────────────────────
     // Convenience Methods
@@ -194,8 +198,65 @@ export class BankAccountsResource extends BaseResource {
             };
         }
     }
+    // ─────────────────────────────────────────────────────────────────
+    // Upsert Operations
+    // ─────────────────────────────────────────────────────────────────
+    /**
+     * Creates or updates a bank account by externalId.
+     *
+     * If a bank account with the given externalId exists, it will be updated.
+     * Otherwise, a new bank account will be created.
+     *
+     * @param data - Bank account upsert data (must include externalId and clientId)
+     * @returns The created or updated bank account with action indicator
+     */
+    async upsertByExternalId(data) {
+        const validated = this.validate(upsertBankAccountInputSchema, data);
+        const response = await this.execute(() => this.trpc.bankAccounts.upsertByExternalId.mutate(validated));
+        return {
+            data: this.instantiate(response.data),
+            action: response.action,
+        };
+    }
+    async upsertManyByExternalId(accounts, options = {}) {
+        const atomic = options.atomic ?? true;
+        const validated = this.validate(z.array(upsertBankAccountInputSchema), accounts);
+        const response = await this.execute(() => this.trpc.bankAccounts.upsertManyByExternalId.mutate({
+            items: validated,
+            atomic,
+        }));
+        if (response.atomic) {
+            return {
+                atomic: true,
+                data: response.data.map((item) => ({
+                    data: this.instantiate(item.data),
+                    action: item.action,
+                })),
+            };
+        }
+        else {
+            return {
+                atomic: false,
+                succeeded: response.succeeded.map((item) => ({
+                    index: item.index,
+                    data: {
+                        data: this.instantiate(item.data.data),
+                        action: item.data.action,
+                    },
+                })),
+                failed: response.failed,
+            };
+        }
+    }
     async sync(clientId, items, options) {
-        const validated = this.validate(z.array(replaceSyncItemSchema(createBankAccountInputSchema, updateBankAccountInputSchema)), items);
+        // Inject clientId into create items (items without id) before validation
+        const itemsWithClientId = items.map((item) => {
+            if (!("id" in item) || !item.id) {
+                return { ...item, clientId };
+            }
+            return item;
+        });
+        const validated = this.validate(z.array(replaceSyncItemSchema(createBankAccountInputSchema, updateBankAccountInputSchema)), itemsWithClientId);
         const response = await this.execute(() => this.trpc.bankAccounts.sync.mutate({
             clientId,
             items: validated,

package/dist/resources/clients.d.ts

@@ -9,7 +9,7 @@
  * - JYSClientsResource - Mexico JYS-scoped with flattened JYS fields
  * - TSCClientsResource - Mexico TSC-scoped with flattened TSC fields
  */
-import type { CreateClientInput, UpdateClientInput, CreateAddressInput, UpdateAddressInput, CreateContactMethodInput, UpdateContactMethodInput, CreateBankAccountInput, UpdateBankAccountInput, ClientFilter, ClientSort, ListOptions, PaginatedResponse, AtomicBatchResult, PartialBatchResult, ClientRelationshipType, LinkedClient as LinkedClientInput, SyncItem, SyncResult } from "@artu-ai/shared";
+import type { CreateClientInput, UpdateClientInput, UpsertClientInput, CreateAddressInput, UpdateAddressInput, CreateContactMethodInput, UpdateContactMethodInput, CreateBankAccountInput, UpdateBankAccountInput, ClientFilter, ClientSort, ListOptions, PaginatedResponse, AtomicBatchResult, PartialBatchResult, ClientRelationshipType, LinkedClient as LinkedClientInput, SyncItem, SyncResult, UpsertResult } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { Client, type ClientData, Address, ContactMethod, BankAccount, LinkedClient } from "../models";
 /**
@@ -161,17 +161,21 @@ export declare class ClientsResource<TSort = ClientSort> extends BaseResource<Cl
      * Returns an async iterator over all clients matching the filter.
      * Automatically fetches subsequent pages as you iterate.
      *
-     * @param filter - Optional filter criteria
+     * @param options - Optional iteration options (filter, sort, pageSize)
      * @returns Async generator yielding client models
      *
      * @example
      * ```typescript
-     * for await (const client of sdk.clients.iterate({ type: "individual" })) {
+     * for await (const client of sdk.clients.iterate({ filter: { type: "individual" } })) {
      *   console.log(client.name);
      * }
      * ```
      */
-    iterate(filter?: ClientFilter): AsyncGenerator<Client, void, undefined>;
+    iterate(options?: {
+        filter?: ClientFilter;
+        sort?: TSort;
+        pageSize?: number;
+    }): AsyncGenerator<Client, void, undefined>;
     /**
      * Creates multiple clients in a single request.
      *
@@ -236,6 +240,57 @@ export declare class ClientsResource<TSort = ClientSort> extends BaseResource<Cl
     }[], options: {
         atomic: false;
     }): Promise<PartialBatchResult<Client>>;
+    /**
+     * Creates or updates a client by externalId.
+     *
+     * If a client with the given externalId exists, it will be updated.
+     * Otherwise, a new client will be created.
+     *
+     * @param data - Client data with required externalId
+     * @returns Result containing the client and action taken (created/updated)
+     *
+     * @example
+     * ```typescript
+     * const result = await sdk.clients.upsertByExternalId({
+     *   externalId: "crm-123",
+     *   type: ClientType.Individual,
+     *   name: "Juan García",
+     *   primaryJurisdiction: "MX",
+     * });
+     *
+     * if (result.action === "created") {
+     *   console.log("New client created:", result.data.id);
+     * } else {
+     *   console.log("Existing client updated:", result.data.id);
+     * }
+     * ```
+     */
+    upsertByExternalId(data: UpsertClientInput): Promise<UpsertResult<Client>>;
+    /**
+     * Creates or updates multiple clients by externalId in a single request.
+     *
+     * @param clients - Array of client data with required externalId
+     * @param options - Batch options (atomic: true by default)
+     * @returns Atomic result with data array, or partial result with succeeded/failed
+     *
+     * @example
+     * ```typescript
+     * // Atomic mode (default) - all or nothing
+     * const result = await sdk.clients.upsertManyByExternalId([
+     *   { externalId: "crm-1", type: "individual", name: "Client 1", ... },
+     *   { externalId: "crm-2", type: "company", name: "Client 2", ... },
+     * ]);
+     *
+     * // Non-atomic mode - partial success allowed
+     * const result = await sdk.clients.upsertManyByExternalId([...], { atomic: false });
+     * ```
+     */
+    upsertManyByExternalId(clients: UpsertClientInput[], options?: {
+        atomic?: true;
+    }): Promise<AtomicBatchResult<UpsertResult<Client>>>;
+    upsertManyByExternalId(clients: UpsertClientInput[], options: {
+        atomic: false;
+    }): Promise<PartialBatchResult<UpsertResult<Client>>>;
     /**
      * Links a client to another client with a relationship type.
      *

package/dist/resources/clients.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"clients.d.ts","sourceRoot":"","sources":["../../src/resources/clients.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;GAUG;AAGH,OAAO,KAAK,EACV,iBAAiB,EACjB,iBAAiB,EACjB,kBAAkB,EAClB,kBAAkB,EAClB,wBAAwB,EACxB,wBAAwB,EACxB,sBAAsB,EACtB,sBAAsB,EACtB,YAAY,EACZ,UAAU,EACV,WAAW,EACX,iBAAiB,EACjB,iBAAiB,EACjB,kBAAkB,EAClB,sBAAsB,EACtB,YAAY,IAAI,iBAAiB,EACjC,QAAQ,EACR,UAAU,EACX,MAAM,iBAAiB,CAAC;AAazB,OAAO,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;AACtC,OAAO,EACL,MAAM,EACN,KAAK,UAAU,EACf,OAAO,EACP,aAAa,EACb,WAAW,EACX,YAAY,EACb,MAAM,WAAW,CAAC;AAMnB;;GAEG;AACH,MAAM,WAAW,YAAY;IAC3B;;;OAGG;IACH,MAAM,CAAC,EAAE,OAAO,CAAC;CAClB;AAED,MAAM,WAAW,gBAAgB;IAC/B,eAAe,CAAC,EAAE,OAAO,CAAC;IAC1B,SAAS,CAAC,EAAE,OAAO,CAAC;IACpB,cAAc,CAAC,EAAE,OAAO,CAAC;IACzB,YAAY,CAAC,EAAE,OAAO,CAAC;IACvB,SAAS,CAAC,EAAE,OAAO,CAAC;IACpB,aAAa,CAAC,EAAE,OAAO,CAAC;CACzB;AAMD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GA+BG;AACH,qBAAa,eAAe,CAAC,KAAK,GAAG,UAAU,CAAE,SAAQ,YAAY,CACnE,MAAM,EACN,iBAAiB,EACjB,iBAAiB,EACjB,YAAY,EACZ,KAAK,CACN;IAKC;;;;;;;;;;;;;;;;;OAiBG;IACG,MAAM,CAAC,IAAI,EAAE,iBAAiB,GAAG,OAAO,CAAC,MAAM,CAAC;IAUtD;;;;;;OAMG;IACG,QAAQ,CAAC,EAAE,EAAE,MAAM,EAAE,OAAO,CAAC,EAAE,gBAAgB,GAAG,OAAO,CAAC,MAAM,CAAC;IAOvE;;OAEG;IACG,kBAAkB,CAAC,GAAG,EAAE,MAAM,EAAE,KAAK,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,CAAC;IAOrE;;;;;;;;;;;OAWG;IACG,oBAAoB,CAAC,UAAU,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,CAAC;IAO/D;;;;;;;;;;;;;OAaG;IACG,MAAM,CAAC,EAAE,EAAE,MAAM,EAAE,IAAI,EAAE,iBAAiB,GAAG,OAAO,CAAC,MAAM,CAAC;IASlE;;;;;;;;;OASG;IACG,MAAM,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,IAAI,CAAC;IAQvC;;;;;;;;;;;;;;;;;;;;OAoBG;IACG,IAAI,CACR,OAAO,CAAC,EAAE,WAAW,CAAC,YAAY,EAAE,KAAK,CAAC,GAAG;QAC3C,sBAAsB,CAAC,EAAE,OAAO,CAAC;KAClC,GACA,OAAO,CAAC,iBAAiB,CAAC,MAAM,CAAC,CAAC;IAerC;;;;;;;;;;;;;OAaG;IACH,OAAO,CAAC,MAAM,CAAC,EAAE,YAAY,GAAG,cAAc,CAAC,MAAM,EAAE,IAAI,EAAE,SAAS,CAAC;IAQvE;;;;;;;;;;;;;;;;;;;;;;OAsBG;IACG,UAAU,CACd,OAAO,EAAE,iBAAiB,EAAE,EAC5B,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,MAAM,CAAC,CAAC;IAC/B,UAAU,CACd,OAAO,EAAE,iBAAiB,EAAE,EAC5B,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,MAAM,CAAC,CAAC;IA6BtC;;;;;;;;;;;;;;;;;;;;;;OAsBG;IACG,UAAU,CACd,OAAO,EAAE;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,iBAAiB,CAAA;KAAE,EAAE,EAClD,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,MAAM,CAAC,CAAC;IAC/B,UAAU,CACd,OAAO,EAAE;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,iBAAiB,CAAA;KAAE,EAAE,EAClD,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,MAAM,CAAC,CAAC;IAsCtC;;;;;;;;;;;;;;;;;;;;;;;;;;OA0BG;IACG,UAAU,CACd,cAAc,EAAE,MAAM,EACtB,aAAa,EAAE,MAAM,EACrB,gBAAgB,EAAE,sBAAsB,EACxC,QAAQ,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GACjC,OAAO,CAAC,MAAM,CAAC;IAYlB;;;;;;;;;;;;;;;;;OAiBG;IACG,YAAY,CAChB,cAAc,EAAE,MAAM,EACtB,aAAa,EAAE,MAAM,EACrB,gBAAgB,EAAE,sBAAsB,GACvC,OAAO,CAAC,MAAM,CAAC;IAWlB;;;;;;;;;;;;;;;;;;;;;;;OAuBG;IACG,iBAAiB,CACrB,cAAc,EAAE,MAAM,EACtB,gBAAgB,CAAC,EAAE,sBAAsB,GACxC,OAAO,CAAC,YAAY,EAAE,CAAC;IAW1B;;;;;;;;;;;OAWG;IACG,oBAAoB,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,YAAY,CAAC;IAO7D;;;;;;;;;;;;;;OAcG;IACG,kBAAkB,CACtB,EAAE,EAAE,MAAM,EACV,QAAQ,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GACjC,OAAO,CAAC,YAAY,CAAC;IAOxB;;;;;;;;;;;;;;;OAeG;IACG,gBAAgB,CACpB,cAAc,EAAE,MAAM,EACtB,aAAa,EAAE,iBAAiB,EAAE,GACjC,OAAO,CAAC,MAAM,CAAC;IAgBlB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;OAsDG;IACG,OAAO,CACX,QAAQ,EAAE,MAAM,EAChB,IAAI,EAAE;QACJ,MAAM,CAAC,EAAE,iBAAiB,CAAC;QAC3B,SAAS,CAAC,EAAE,QAAQ,CAAC,kBAAkB,CAAC,EAAE,CAAC;QAC3C,cAAc,CAAC,EAAE,QAAQ,CAAC,wBAAwB,CAAC,EAAE,CAAC;QACtD,YAAY,CAAC,EAAE,QAAQ,CAAC,sBAAsB,CAAC,EAAE,CAAC;QAClD,aAAa,CAAC,EAAE,iBAAiB,EAAE,CAAC;KACrC,EACD,OAAO,EAAE;QAAE,WAAW,EAAE,IAAI,CAAA;KAAE,GAC7B,OAAO,CAAC;QACT,MAAM,EAAE,MAAM,CAAC;QACf,SAAS,EAAE,UAAU,CAAC,OAAO,CAAC,CAAC;QAC/B,cAAc,EAAE,UAAU,CAAC,aAAa,CAAC,CAAC;QAC1C,YAAY,EAAE,UAAU,CAAC,WAAW,CAAC,CAAC;KACvC,CAAC;IACI,OAAO,CACX,QAAQ,EAAE,MAAM,EAChB,IAAI,EAAE;QACJ,MAAM,CAAC,EAAE,iBAAiB,CAAC;QAC3B,SAAS,CAAC,EAAE,QAAQ,CAAC,kBAAkB,CAAC,EAAE,CAAC;QAC3C,cAAc,CAAC,EAAE,QAAQ,CAAC,wBAAwB,CAAC,EAAE,CAAC;QACtD,YAAY,CAAC,EAAE,QAAQ,CAAC,sBAAsB,CAAC,EAAE,CAAC;QAClD,aAAa,CAAC,EAAE,iBAAiB,EAAE,CAAC;KACrC,EACD,OAAO,CAAC,EAAE;QAAE,WAAW,CAAC,EAAE,OAAO,CAAA;KAAE,GAClC,OAAO,CAAC;QACT,MAAM,EAAE,MAAM,CAAC;QACf,SAAS,EAAE,UAAU,CAAC,OAAO,CAAC,CAAC;QAC/B,cAAc,EAAE,UAAU,CAAC,aAAa,CAAC,CAAC;QAC1C,YAAY,EAAE,UAAU,CAAC,WAAW,CAAC,CAAC;KACvC,CAAC;IAsGF;;;OAGG;IACH,SAAS,CAAC,WAAW,CAAC,IAAI,EAAE,UAAU,GAAG,MAAM;CAGhD"}
+{"version":3,"file":"clients.d.ts","sourceRoot":"","sources":["../../src/resources/clients.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;GAUG;AAGH,OAAO,KAAK,EACV,iBAAiB,EACjB,iBAAiB,EACjB,iBAAiB,EACjB,kBAAkB,EAClB,kBAAkB,EAClB,wBAAwB,EACxB,wBAAwB,EACxB,sBAAsB,EACtB,sBAAsB,EACtB,YAAY,EACZ,UAAU,EACV,WAAW,EACX,iBAAiB,EACjB,iBAAiB,EACjB,kBAAkB,EAClB,sBAAsB,EACtB,YAAY,IAAI,iBAAiB,EACjC,QAAQ,EACR,UAAU,EACV,YAAY,EACb,MAAM,iBAAiB,CAAC;AAczB,OAAO,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;AACtC,OAAO,EACL,MAAM,EACN,KAAK,UAAU,EACf,OAAO,EACP,aAAa,EACb,WAAW,EACX,YAAY,EACb,MAAM,WAAW,CAAC;AAMnB;;GAEG;AACH,MAAM,WAAW,YAAY;IAC3B;;;OAGG;IACH,MAAM,CAAC,EAAE,OAAO,CAAC;CAClB;AAED,MAAM,WAAW,gBAAgB;IAC/B,eAAe,CAAC,EAAE,OAAO,CAAC;IAC1B,SAAS,CAAC,EAAE,OAAO,CAAC;IACpB,cAAc,CAAC,EAAE,OAAO,CAAC;IACzB,YAAY,CAAC,EAAE,OAAO,CAAC;IACvB,SAAS,CAAC,EAAE,OAAO,CAAC;IACpB,aAAa,CAAC,EAAE,OAAO,CAAC;CACzB;AAMD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GA+BG;AACH,qBAAa,eAAe,CAAC,KAAK,GAAG,UAAU,CAAE,SAAQ,YAAY,CACnE,MAAM,EACN,iBAAiB,EACjB,iBAAiB,EACjB,YAAY,EACZ,KAAK,CACN;IAKC;;;;;;;;;;;;;;;;;OAiBG;IACG,MAAM,CAAC,IAAI,EAAE,iBAAiB,GAAG,OAAO,CAAC,MAAM,CAAC;IAUtD;;;;;;OAMG;IACG,QAAQ,CAAC,EAAE,EAAE,MAAM,EAAE,OAAO,CAAC,EAAE,gBAAgB,GAAG,OAAO,CAAC,MAAM,CAAC;IAOvE;;OAEG;IACG,kBAAkB,CAAC,GAAG,EAAE,MAAM,EAAE,KAAK,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,CAAC;IAOrE;;;;;;;;;;;OAWG;IACG,oBAAoB,CAAC,UAAU,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,CAAC;IAO/D;;;;;;;;;;;;;OAaG;IACG,MAAM,CAAC,EAAE,EAAE,MAAM,EAAE,IAAI,EAAE,iBAAiB,GAAG,OAAO,CAAC,MAAM,CAAC;IASlE;;;;;;;;;OASG;IACG,MAAM,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,IAAI,CAAC;IAQvC;;;;;;;;;;;;;;;;;;;;OAoBG;IACG,IAAI,CACR,OAAO,CAAC,EAAE,WAAW,CAAC,YAAY,EAAE,KAAK,CAAC,GAAG;QAC3C,sBAAsB,CAAC,EAAE,OAAO,CAAC;KAClC,GACA,OAAO,CAAC,iBAAiB,CAAC,MAAM,CAAC,CAAC;IAerC;;;;;;;;;;;;;OAaG;IACH,OAAO,CAAC,OAAO,CAAC,EAAE;QAChB,MAAM,CAAC,EAAE,YAAY,CAAC;QACtB,IAAI,CAAC,EAAE,KAAK,CAAC;QACb,QAAQ,CAAC,EAAE,MAAM,CAAC;KACnB,GAAG,cAAc,CAAC,MAAM,EAAE,IAAI,EAAE,SAAS,CAAC;IAY3C;;;;;;;;;;;;;;;;;;;;;;OAsBG;IACG,UAAU,CACd,OAAO,EAAE,iBAAiB,EAAE,EAC5B,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,MAAM,CAAC,CAAC;IAC/B,UAAU,CACd,OAAO,EAAE,iBAAiB,EAAE,EAC5B,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,MAAM,CAAC,CAAC;IA6BtC;;;;;;;;;;;;;;;;;;;;;;OAsBG;IACG,UAAU,CACd,OAAO,EAAE;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,iBAAiB,CAAA;KAAE,EAAE,EAClD,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,MAAM,CAAC,CAAC;IAC/B,UAAU,CACd,OAAO,EAAE;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,iBAAiB,CAAA;KAAE,EAAE,EAClD,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,MAAM,CAAC,CAAC;IAsCtC;;;;;;;;;;;;;;;;;;;;;;;;OAwBG;IACG,kBAAkB,CACtB,IAAI,EAAE,iBAAiB,GACtB,OAAO,CAAC,YAAY,CAAC,MAAM,CAAC,CAAC;IAahC;;;;;;;;;;;;;;;;;;OAkBG;IACG,sBAAsB,CAC1B,OAAO,EAAE,iBAAiB,EAAE,EAC5B,OAAO,CAAC,EAAE;QAAE,MAAM,CAAC,EAAE,IAAI,CAAA;KAAE,GAC1B,OAAO,CAAC,iBAAiB,CAAC,YAAY,CAAC,MAAM,CAAC,CAAC,CAAC;IAC7C,sBAAsB,CAC1B,OAAO,EAAE,iBAAiB,EAAE,EAC5B,OAAO,EAAE;QAAE,MAAM,EAAE,KAAK,CAAA;KAAE,GACzB,OAAO,CAAC,kBAAkB,CAAC,YAAY,CAAC,MAAM,CAAC,CAAC,CAAC;IA6CpD;;;;;;;;;;;;;;;;;;;;;;;;;;OA0BG;IACG,UAAU,CACd,cAAc,EAAE,MAAM,EACtB,aAAa,EAAE,MAAM,EACrB,gBAAgB,EAAE,sBAAsB,EACxC,QAAQ,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GACjC,OAAO,CAAC,MAAM,CAAC;IAYlB;;;;;;;;;;;;;;;;;OAiBG;IACG,YAAY,CAChB,cAAc,EAAE,MAAM,EACtB,aAAa,EAAE,MAAM,EACrB,gBAAgB,EAAE,sBAAsB,GACvC,OAAO,CAAC,MAAM,CAAC;IAWlB;;;;;;;;;;;;;;;;;;;;;;;OAuBG;IACG,iBAAiB,CACrB,cAAc,EAAE,MAAM,EACtB,gBAAgB,CAAC,EAAE,sBAAsB,GACxC,OAAO,CAAC,YAAY,EAAE,CAAC;IAW1B;;;;;;;;;;;OAWG;IACG,oBAAoB,CAAC,EAAE,EAAE,MAAM,GAAG,OAAO,CAAC,YAAY,CAAC;IAO7D;;;;;;;;;;;;;;OAcG;IACG,kBAAkB,CACtB,EAAE,EAAE,MAAM,EACV,QAAQ,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GACjC,OAAO,CAAC,YAAY,CAAC;IAOxB;;;;;;;;;;;;;;;OAeG;IACG,gBAAgB,CACpB,cAAc,EAAE,MAAM,EACtB,aAAa,EAAE,iBAAiB,EAAE,GACjC,OAAO,CAAC,MAAM,CAAC;IAgBlB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;OAsDG;IACG,OAAO,CACX,QAAQ,EAAE,MAAM,EAChB,IAAI,EAAE;QACJ,MAAM,CAAC,EAAE,iBAAiB,CAAC;QAC3B,SAAS,CAAC,EAAE,QAAQ,CAAC,kBAAkB,CAAC,EAAE,CAAC;QAC3C,cAAc,CAAC,EAAE,QAAQ,CAAC,wBAAwB,CAAC,EAAE,CAAC;QACtD,YAAY,CAAC,EAAE,QAAQ,CAAC,sBAAsB,CAAC,EAAE,CAAC;QAClD,aAAa,CAAC,EAAE,iBAAiB,EAAE,CAAC;KACrC,EACD,OAAO,EAAE;QAAE,WAAW,EAAE,IAAI,CAAA;KAAE,GAC7B,OAAO,CAAC;QACT,MAAM,EAAE,MAAM,CAAC;QACf,SAAS,EAAE,UAAU,CAAC,OAAO,CAAC,CAAC;QAC/B,cAAc,EAAE,UAAU,CAAC,aAAa,CAAC,CAAC;QAC1C,YAAY,EAAE,UAAU,CAAC,WAAW,CAAC,CAAC;KACvC,CAAC;IACI,OAAO,CACX,QAAQ,EAAE,MAAM,EAChB,IAAI,EAAE;QACJ,MAAM,CAAC,EAAE,iBAAiB,CAAC;QAC3B,SAAS,CAAC,EAAE,QAAQ,CAAC,kBAAkB,CAAC,EAAE,CAAC;QAC3C,cAAc,CAAC,EAAE,QAAQ,CAAC,wBAAwB,CAAC,EAAE,CAAC;QACtD,YAAY,CAAC,EAAE,QAAQ,CAAC,sBAAsB,CAAC,EAAE,CAAC;QAClD,aAAa,CAAC,EAAE,iBAAiB,EAAE,CAAC;KACrC,EACD,OAAO,CAAC,EAAE;QAAE,WAAW,CAAC,EAAE,OAAO,CAAA;KAAE,GAClC,OAAO,CAAC;QACT,MAAM,EAAE,MAAM,CAAC;QACf,SAAS,EAAE,UAAU,CAAC,OAAO,CAAC,CAAC;QAC/B,cAAc,EAAE,UAAU,CAAC,aAAa,CAAC,CAAC;QAC1C,YAAY,EAAE,UAAU,CAAC,WAAW,CAAC,CAAC;KACvC,CAAC;IAiHF;;;OAGG;IACH,SAAS,CAAC,WAAW,CAAC,IAAI,EAAE,UAAU,GAAG,MAAM;CAGhD"}

package/dist/resources/clients.js

@@ -10,7 +10,7 @@
  * - TSCClientsResource - Mexico TSC-scoped with flattened TSC fields
  */
 import { z } from "zod";
-import { createClientInputSchema, updateClientInputSchema, createAddressInputSchema, updateAddressInputSchema, createContactMethodInputSchema, updateContactMethodInputSchema, createBankAccountInputSchema, updateBankAccountInputSchema, linkedClientSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
+import { createClientInputSchema, updateClientInputSchema, upsertClientInputSchema, createAddressInputSchema, updateAddressInputSchema, createContactMethodInputSchema, updateContactMethodInputSchema, createBankAccountInputSchema, updateBankAccountInputSchema, linkedClientSchema, replaceSyncItemSchema, } from "@artu-ai/shared";
 import { BaseResource } from "./base";
 import { Client, Address, ContactMethod, BankAccount, LinkedClient, } from "../models";
 // ===========================
@@ -176,18 +176,22 @@ export class ClientsResource extends BaseResource {
      * Returns an async iterator over all clients matching the filter.
      * Automatically fetches subsequent pages as you iterate.
      *
-     * @param filter - Optional filter criteria
+     * @param options - Optional iteration options (filter, sort, pageSize)
      * @returns Async generator yielding client models
      *
      * @example
      * ```typescript
-     * for await (const client of sdk.clients.iterate({ type: "individual" })) {
+     * for await (const client of sdk.clients.iterate({ filter: { type: "individual" } })) {
      *   console.log(client.name);
      * }
      * ```
      */
-    iterate(filter) {
-        return this.createIterator({ filter });
+    iterate(options) {
+        return this.createIterator({
+            filter: options?.filter,
+            sort: options?.sort,
+            pageSize: options?.pageSize,
+        });
     }
     async createMany(clients, options = {}) {
         const atomic = options.atomic ?? true;
@@ -236,6 +240,72 @@ export class ClientsResource extends BaseResource {
         }
     }
     // ─────────────────────────────────────────────────────────────────
+    // Upsert Operations
+    // ─────────────────────────────────────────────────────────────────
+    /**
+     * Creates or updates a client by externalId.
+     *
+     * If a client with the given externalId exists, it will be updated.
+     * Otherwise, a new client will be created.
+     *
+     * @param data - Client data with required externalId
+     * @returns Result containing the client and action taken (created/updated)
+     *
+     * @example
+     * ```typescript
+     * const result = await sdk.clients.upsertByExternalId({
+     *   externalId: "crm-123",
+     *   type: ClientType.Individual,
+     *   name: "Juan García",
+     *   primaryJurisdiction: "MX",
+     * });
+     *
+     * if (result.action === "created") {
+     *   console.log("New client created:", result.data.id);
+     * } else {
+     *   console.log("Existing client updated:", result.data.id);
+     * }
+     * ```
+     */
+    async upsertByExternalId(data) {
+        const validated = this.validate(upsertClientInputSchema, data);
+        const response = await this.execute(() => this.trpc.clients.upsertByExternalId.mutate(validated));
+        return {
+            data: this.instantiate(response.data),
+            action: response.action,
+        };
+    }
+    async upsertManyByExternalId(clients, options = {}) {
+        const atomic = options.atomic ?? true;
+        const validated = this.validate(z.array(upsertClientInputSchema), clients);
+        const response = await this.execute(() => this.trpc.clients.upsertManyByExternalId.mutate({
+            items: validated,
+            atomic,
+        }));
+        if (response.atomic) {
+            return {
+                atomic: true,
+                data: response.data.map((item) => ({
+                    data: this.instantiate(item.data),
+                    action: item.action,
+                })),
+            };
+        }
+        else {
+            return {
+                atomic: false,
+                succeeded: response.succeeded.map((item) => ({
+                    index: item.index,
+                    data: {
+                        data: this.instantiate(item.data.data),
+                        action: item.data.action,
+                    },
+                })),
+                failed: response.failed,
+            };
+        }
+    }
+    // ─────────────────────────────────────────────────────────────────
     // Client-to-Client Relationship Management
     // ─────────────────────────────────────────────────────────────────
     /**
@@ -391,18 +461,25 @@ export class ClientsResource extends BaseResource {
         return this.instantiate(response);
     }
     async syncAll(clientId, data, options) {
+        // Helper to inject clientId into create items (items without id)
+        const injectClientId = (items) => items.map((item) => {
+            if (!("id" in item) || !item.id) {
+                return { ...item, clientId };
+            }
+            return item;
+        });
         // Validate inputs - use replaceSyncItemSchema which validates create vs update based on id presence
         const validatedClient = data.client
             ? this.validate(updateClientInputSchema, data.client)
             : undefined;
         const validatedAddresses = data.addresses
-            ? this.validate(z.array(replaceSyncItemSchema(createAddressInputSchema, updateAddressInputSchema)), data.addresses)
+            ? this.validate(z.array(replaceSyncItemSchema(createAddressInputSchema, updateAddressInputSchema)), injectClientId(data.addresses))
             : undefined;
         const validatedContactMethods = data.contactMethods
-            ? this.validate(z.array(replaceSyncItemSchema(createContactMethodInputSchema, updateContactMethodInputSchema)), data.contactMethods)
+            ? this.validate(z.array(replaceSyncItemSchema(createContactMethodInputSchema, updateContactMethodInputSchema)), injectClientId(data.contactMethods))
             : undefined;
         const validatedBankAccounts = data.bankAccounts
-            ? this.validate(z.array(replaceSyncItemSchema(createBankAccountInputSchema, updateBankAccountInputSchema)), data.bankAccounts)
+            ? this.validate(z.array(replaceSyncItemSchema(createBankAccountInputSchema, updateBankAccountInputSchema)), injectClientId(data.bankAccounts))
             : undefined;
         const validatedLinkedClients = data.linkedClients
             ? this.validate(z.array(linkedClientSchema), data.linkedClients)