@codat/lending 0.1.0 → 1.2.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (389) hide show
  1. package/README.md +312 -1
  2. package/dist/internal/utils/requestbody.d.ts +1 -1
  3. package/dist/internal/utils/retries.d.ts +2 -2
  4. package/dist/internal/utils/security.d.ts +5 -2
  5. package/dist/internal/utils/security.js +28 -28
  6. package/dist/sdk/accountingbankdata.d.ts +2 -26
  7. package/dist/sdk/accountingbankdata.js +24 -146
  8. package/dist/sdk/accountingbankdataaccounts.d.ts +34 -0
  9. package/dist/sdk/accountingbankdataaccounts.js +262 -0
  10. package/dist/sdk/accountspayable.d.ts +8 -170
  11. package/dist/sdk/accountspayable.js +53 -983
  12. package/dist/sdk/accountspayablebillcreditnotes.d.ts +34 -0
  13. package/dist/sdk/accountspayablebillcreditnotes.js +262 -0
  14. package/dist/sdk/accountspayablebillpayments.d.ts +34 -0
  15. package/dist/sdk/accountspayablebillpayments.js +262 -0
  16. package/dist/sdk/accountspayablebills.d.ts +46 -0
  17. package/dist/sdk/accountspayablebills.js +348 -0
  18. package/dist/sdk/accountspayablesuppliers.d.ts +74 -0
  19. package/dist/sdk/accountspayablesuppliers.js +530 -0
  20. package/dist/sdk/accountsreceivable.d.ts +12 -284
  21. package/dist/sdk/accountsreceivable.js +13 -1677
  22. package/dist/sdk/accountsreceivablecreditnotes.d.ts +34 -0
  23. package/dist/sdk/accountsreceivablecreditnotes.js +262 -0
  24. package/dist/sdk/accountsreceivablecustomers.d.ts +74 -0
  25. package/dist/sdk/accountsreceivablecustomers.js +530 -0
  26. package/dist/sdk/accountsreceivabledirectincomes.d.ts +74 -0
  27. package/dist/sdk/{financials.js → accountsreceivabledirectincomes.js} +183 -211
  28. package/dist/sdk/accountsreceivableinvoices.d.ts +93 -0
  29. package/dist/sdk/{cashflow.js → accountsreceivableinvoices.js} +250 -189
  30. package/dist/sdk/accountsreceivablepayments.d.ts +34 -0
  31. package/dist/sdk/accountsreceivablepayments.js +262 -0
  32. package/dist/sdk/accountsreceivablereports.d.ts +36 -0
  33. package/dist/sdk/accountsreceivablereports.js +399 -0
  34. package/dist/sdk/banking.d.ts +15 -0
  35. package/dist/sdk/banking.js +23 -0
  36. package/dist/sdk/bankingaccountbalances.d.ts +20 -0
  37. package/dist/sdk/bankingaccountbalances.js +174 -0
  38. package/dist/sdk/bankingaccounts.d.ts +34 -0
  39. package/dist/sdk/bankingaccounts.js +254 -0
  40. package/dist/sdk/bankingcategorizedstatement.d.ts +19 -0
  41. package/dist/sdk/bankingcategorizedstatement.js +173 -0
  42. package/dist/sdk/bankingtransactioncategories.d.ts +34 -0
  43. package/dist/sdk/bankingtransactioncategories.js +254 -0
  44. package/dist/sdk/bankingtransactions.d.ts +34 -0
  45. package/dist/sdk/bankingtransactions.js +254 -0
  46. package/dist/sdk/companies.js +110 -25
  47. package/dist/sdk/companyinfo.d.ts +4 -4
  48. package/dist/sdk/companyinfo.js +52 -18
  49. package/dist/sdk/connections.js +110 -25
  50. package/dist/sdk/dataintegrity.js +66 -15
  51. package/dist/sdk/excelreports.d.ts +10 -2
  52. package/dist/sdk/excelreports.js +76 -17
  53. package/dist/sdk/fileupload.js +66 -15
  54. package/dist/sdk/financialstatements.d.ts +13 -0
  55. package/dist/sdk/financialstatements.js +21 -0
  56. package/dist/sdk/financialstatementsaccounts.d.ts +33 -0
  57. package/dist/sdk/financialstatementsaccounts.js +261 -0
  58. package/dist/sdk/financialstatementsbalancesheet.d.ts +24 -0
  59. package/dist/sdk/financialstatementsbalancesheet.js +253 -0
  60. package/dist/sdk/financialstatementscashflow.d.ts +15 -0
  61. package/dist/sdk/financialstatementscashflow.js +169 -0
  62. package/dist/sdk/financialstatementsprofitandloss.d.ts +24 -0
  63. package/dist/sdk/financialstatementsprofitandloss.js +253 -0
  64. package/dist/sdk/liabilities.d.ts +4 -4
  65. package/dist/sdk/liabilities.js +48 -14
  66. package/dist/sdk/managedata.d.ts +5 -38
  67. package/dist/sdk/managedata.js +27 -267
  68. package/dist/sdk/managedatapulloperations.d.ts +22 -0
  69. package/dist/sdk/managedatapulloperations.js +250 -0
  70. package/dist/sdk/managedatarefresh.d.ts +28 -0
  71. package/dist/sdk/managedatarefresh.js +250 -0
  72. package/dist/sdk/models/operations/{getaccountingcompanyinfo.d.ts → getaccountingprofile.d.ts} +2 -2
  73. package/dist/sdk/models/operations/{getaccountingcompanyinfo.js → getaccountingprofile.js} +17 -17
  74. package/dist/sdk/models/operations/{getenhancedprofitandlossaccounts.d.ts → getcategorizedbalancesheetstatement.d.ts} +2 -2
  75. package/dist/sdk/models/operations/{getenhancedbalancesheetaccounts.js → getcategorizedbalancesheetstatement.js} +19 -19
  76. package/dist/sdk/models/operations/{getenhancedcashflowtransactions.d.ts → getcategorizedbankstatement.d.ts} +2 -2
  77. package/dist/sdk/models/operations/{getenhancedcashflowtransactions.js → getcategorizedbankstatement.js} +20 -20
  78. package/dist/sdk/models/operations/{getenhancedbalancesheetaccounts.d.ts → getcategorizedprofitandlossstatement.d.ts} +2 -2
  79. package/dist/sdk/models/operations/{getenhancedprofitandlossaccounts.js → getcategorizedprofitandlossstatement.js} +19 -19
  80. package/dist/sdk/models/operations/{getcommercecompanyinfo.d.ts → getcommerceprofile.d.ts} +2 -2
  81. package/dist/sdk/models/operations/{getcommercecompanyinfo.js → getcommerceprofile.js} +18 -18
  82. package/dist/sdk/models/operations/{getcommercerefundsmetrics.d.ts → getcommercerefundsreport.d.ts} +2 -2
  83. package/dist/sdk/models/operations/{getcommercerefundsmetrics.js → getcommercerefundsreport.js} +23 -23
  84. package/dist/sdk/models/operations/index.d.ts +8 -8
  85. package/dist/sdk/models/operations/index.js +8 -8
  86. package/dist/sdk/models/operations/{isageddebtorreportavailable.d.ts → isageddebtorsreportavailable.d.ts} +3 -3
  87. package/dist/sdk/models/operations/{isageddebtorreportavailable.js → isageddebtorsreportavailable.js} +16 -16
  88. package/dist/sdk/models/operations/{getenhancedinvoicesreport.d.ts → listreconciledinvoices.d.ts} +2 -2
  89. package/dist/sdk/models/operations/{getenhancedinvoicesreport.js → listreconciledinvoices.js} +20 -20
  90. package/dist/sdk/models/operations/unlinkconnection.d.ts +6 -3
  91. package/dist/sdk/models/operations/unlinkconnection.js +8 -8
  92. package/dist/sdk/models/shared/accountbalance.d.ts +1 -1
  93. package/dist/sdk/models/shared/accountbalance.js +1 -1
  94. package/dist/sdk/models/shared/accountingaccounts.d.ts +0 -3
  95. package/dist/sdk/models/shared/accountingaccounts.js +0 -3
  96. package/dist/sdk/models/shared/accountingaccounttransactions.d.ts +0 -3
  97. package/dist/sdk/models/shared/accountingaccounttransactions.js +0 -3
  98. package/dist/sdk/models/shared/accountingbankaccounts.d.ts +0 -3
  99. package/dist/sdk/models/shared/accountingbankaccounts.js +0 -3
  100. package/dist/sdk/models/shared/accountingbanktransactions.d.ts +0 -3
  101. package/dist/sdk/models/shared/accountingbanktransactions.js +0 -3
  102. package/dist/sdk/models/shared/accountingbill.d.ts +1 -1
  103. package/dist/sdk/models/shared/accountingbillcreditnote.d.ts +1 -1
  104. package/dist/sdk/models/shared/accountingbillcreditnotes.d.ts +0 -3
  105. package/dist/sdk/models/shared/accountingbillcreditnotes.js +0 -3
  106. package/dist/sdk/models/shared/accountingbillpayment.d.ts +1 -1
  107. package/dist/sdk/models/shared/accountingbillpayments.d.ts +0 -3
  108. package/dist/sdk/models/shared/accountingbillpayments.js +0 -3
  109. package/dist/sdk/models/shared/accountingbills.d.ts +0 -3
  110. package/dist/sdk/models/shared/accountingbills.js +0 -3
  111. package/dist/sdk/models/shared/accountingcompanyinfo.d.ts +32 -2
  112. package/dist/sdk/models/shared/accountingcompanyinfo.js +47 -4
  113. package/dist/sdk/models/shared/accountingcreditnote.d.ts +1 -1
  114. package/dist/sdk/models/shared/accountingcreditnotes.d.ts +0 -3
  115. package/dist/sdk/models/shared/accountingcreditnotes.js +0 -3
  116. package/dist/sdk/models/shared/accountingcustomer.d.ts +3 -3
  117. package/dist/sdk/models/shared/accountingcustomer.js +3 -3
  118. package/dist/sdk/models/shared/accountingcustomers.d.ts +0 -3
  119. package/dist/sdk/models/shared/accountingcustomers.js +0 -3
  120. package/dist/sdk/models/shared/accountingdirectcost.d.ts +1 -1
  121. package/dist/sdk/models/shared/accountingdirectcosts.d.ts +0 -3
  122. package/dist/sdk/models/shared/accountingdirectcosts.js +0 -3
  123. package/dist/sdk/models/shared/accountingdirectincome.d.ts +1 -1
  124. package/dist/sdk/models/shared/accountingdirectincomes.d.ts +0 -3
  125. package/dist/sdk/models/shared/accountingdirectincomes.js +0 -3
  126. package/dist/sdk/models/shared/accountinginvoice.d.ts +1 -1
  127. package/dist/sdk/models/shared/accountinginvoices.d.ts +0 -3
  128. package/dist/sdk/models/shared/accountinginvoices.js +0 -3
  129. package/dist/sdk/models/shared/accountingjournalentries.d.ts +0 -3
  130. package/dist/sdk/models/shared/accountingjournalentries.js +0 -3
  131. package/dist/sdk/models/shared/accountingjournalentry.d.ts +1 -1
  132. package/dist/sdk/models/shared/accountingjournals.d.ts +0 -3
  133. package/dist/sdk/models/shared/accountingjournals.js +0 -3
  134. package/dist/sdk/models/shared/accountingpayment.d.ts +1 -1
  135. package/dist/sdk/models/shared/accountingpayments.d.ts +0 -3
  136. package/dist/sdk/models/shared/accountingpayments.js +0 -3
  137. package/dist/sdk/models/shared/accountingsupplier.d.ts +3 -3
  138. package/dist/sdk/models/shared/accountingsupplier.js +3 -3
  139. package/dist/sdk/models/shared/accountingsuppliers.d.ts +0 -3
  140. package/dist/sdk/models/shared/accountingsuppliers.js +0 -3
  141. package/dist/sdk/models/shared/accountingtransfer.d.ts +1 -1
  142. package/dist/sdk/models/shared/accountingtransfers.d.ts +0 -3
  143. package/dist/sdk/models/shared/accountingtransfers.js +0 -3
  144. package/dist/sdk/models/shared/{accountingaddress.d.ts → addressesitems.d.ts} +1 -1
  145. package/dist/sdk/models/shared/{accountingaddress.js → addressesitems.js} +13 -13
  146. package/dist/sdk/models/shared/attachments.d.ts +0 -3
  147. package/dist/sdk/models/shared/attachments.js +0 -3
  148. package/dist/sdk/models/shared/bankingaccountbalances.d.ts +0 -3
  149. package/dist/sdk/models/shared/bankingaccountbalances.js +0 -3
  150. package/dist/sdk/models/shared/bankingaccounts.d.ts +0 -3
  151. package/dist/sdk/models/shared/bankingaccounts.js +0 -3
  152. package/dist/sdk/models/shared/bankingtransactioncategories.d.ts +0 -3
  153. package/dist/sdk/models/shared/bankingtransactioncategories.js +0 -3
  154. package/dist/sdk/models/shared/bankingtransactions.d.ts +0 -3
  155. package/dist/sdk/models/shared/bankingtransactions.js +0 -3
  156. package/dist/sdk/models/shared/commercecustomers.d.ts +0 -3
  157. package/dist/sdk/models/shared/commercecustomers.js +0 -3
  158. package/dist/sdk/models/shared/commercedispute.d.ts +1 -1
  159. package/dist/sdk/models/shared/commercedispute.js +1 -1
  160. package/dist/sdk/models/shared/commercedisputes.d.ts +0 -3
  161. package/dist/sdk/models/shared/commercedisputes.js +0 -3
  162. package/dist/sdk/models/shared/commercelocations.d.ts +0 -3
  163. package/dist/sdk/models/shared/commercelocations.js +0 -3
  164. package/dist/sdk/models/shared/commerceorder.d.ts +2 -2
  165. package/dist/sdk/models/shared/commerceorder.js +1 -1
  166. package/dist/sdk/models/shared/commerceorders.d.ts +0 -3
  167. package/dist/sdk/models/shared/commerceorders.js +0 -3
  168. package/dist/sdk/models/shared/commercepaymentmethods.d.ts +0 -3
  169. package/dist/sdk/models/shared/commercepaymentmethods.js +0 -3
  170. package/dist/sdk/models/shared/commercepayments.d.ts +0 -3
  171. package/dist/sdk/models/shared/commercepayments.js +0 -3
  172. package/dist/sdk/models/shared/commerceproductcategories.d.ts +0 -3
  173. package/dist/sdk/models/shared/commerceproductcategories.js +0 -3
  174. package/dist/sdk/models/shared/commerceproducts.d.ts +0 -3
  175. package/dist/sdk/models/shared/commerceproducts.js +0 -3
  176. package/dist/sdk/models/shared/commercetransactions.d.ts +0 -3
  177. package/dist/sdk/models/shared/commercetransactions.js +0 -3
  178. package/dist/sdk/models/shared/companies.d.ts +0 -3
  179. package/dist/sdk/models/shared/companies.js +0 -3
  180. package/dist/sdk/models/shared/connections.d.ts +0 -3
  181. package/dist/sdk/models/shared/connections.js +0 -3
  182. package/dist/sdk/models/shared/contact.d.ts +2 -2
  183. package/dist/sdk/models/shared/contact.js +3 -3
  184. package/dist/sdk/models/shared/dataintegritydatatype.d.ts +0 -3
  185. package/dist/sdk/models/shared/dataintegritydatatype.js +0 -3
  186. package/dist/sdk/models/shared/dataintegritydetails.d.ts +0 -3
  187. package/dist/sdk/models/shared/dataintegritydetails.js +0 -3
  188. package/dist/sdk/models/shared/dataintegritystatuses.d.ts +0 -3
  189. package/dist/sdk/models/shared/dataintegritystatuses.js +0 -3
  190. package/dist/sdk/models/shared/dataintegritysummaries.d.ts +0 -3
  191. package/dist/sdk/models/shared/dataintegritysummaries.js +0 -3
  192. package/dist/sdk/models/shared/enhancedfinancialreport.d.ts +0 -3
  193. package/dist/sdk/models/shared/enhancedfinancialreport.js +0 -3
  194. package/dist/sdk/models/shared/errormessage.d.ts +0 -3
  195. package/dist/sdk/models/shared/errormessage.js +0 -3
  196. package/dist/sdk/models/shared/excelstatus.d.ts +0 -3
  197. package/dist/sdk/models/shared/excelstatus.js +0 -3
  198. package/dist/sdk/models/shared/index.d.ts +1 -1
  199. package/dist/sdk/models/shared/index.js +1 -1
  200. package/dist/sdk/models/shared/loansummary.d.ts +0 -3
  201. package/dist/sdk/models/shared/loansummary.js +0 -3
  202. package/dist/sdk/models/shared/loantransactions.d.ts +0 -3
  203. package/dist/sdk/models/shared/loantransactions.js +0 -3
  204. package/dist/sdk/models/shared/periodunit.d.ts +0 -3
  205. package/dist/sdk/models/shared/periodunit.js +0 -3
  206. package/dist/sdk/models/shared/pulloperations.d.ts +0 -3
  207. package/dist/sdk/models/shared/pulloperations.js +0 -3
  208. package/dist/sdk/models/shared/supplementaldata.d.ts +1 -1
  209. package/dist/sdk/models/shared/supplementaldata.js +1 -1
  210. package/dist/sdk/sales.d.ts +22 -372
  211. package/dist/sdk/sales.js +22 -1767
  212. package/dist/sdk/salescustomers.d.ts +34 -0
  213. package/dist/sdk/salescustomers.js +262 -0
  214. package/dist/sdk/salesdisputes.d.ts +34 -0
  215. package/dist/sdk/salesdisputes.js +262 -0
  216. package/dist/sdk/saleslocations.d.ts +34 -0
  217. package/dist/sdk/saleslocations.js +261 -0
  218. package/dist/sdk/salesmetrics.d.ts +102 -0
  219. package/dist/sdk/salesmetrics.js +406 -0
  220. package/dist/sdk/salesorders.d.ts +34 -0
  221. package/dist/sdk/salesorders.js +262 -0
  222. package/dist/sdk/salespaymentmethods.d.ts +34 -0
  223. package/dist/sdk/salespaymentmethods.js +262 -0
  224. package/dist/sdk/salespayments.d.ts +34 -0
  225. package/dist/sdk/salespayments.js +262 -0
  226. package/dist/sdk/salesproductcategories.d.ts +34 -0
  227. package/dist/sdk/salesproductcategories.js +262 -0
  228. package/dist/sdk/salesproducts.d.ts +34 -0
  229. package/dist/sdk/salesproducts.js +262 -0
  230. package/dist/sdk/salesreports.d.ts +69 -0
  231. package/dist/sdk/salesreports.js +298 -0
  232. package/dist/sdk/salestransactions.d.ts +34 -0
  233. package/dist/sdk/salestransactions.js +262 -0
  234. package/dist/sdk/sdk.d.ts +38 -30
  235. package/dist/sdk/sdk.js +33 -45
  236. package/dist/sdk/transactions.d.ts +10 -176
  237. package/dist/sdk/transactions.js +11 -1000
  238. package/dist/sdk/transactionsaccounttransactions.d.ts +34 -0
  239. package/dist/sdk/transactionsaccounttransactions.js +262 -0
  240. package/dist/sdk/transactionsdirectcosts.d.ts +74 -0
  241. package/dist/sdk/transactionsdirectcosts.js +530 -0
  242. package/dist/sdk/transactionsjournalentries.d.ts +34 -0
  243. package/dist/sdk/transactionsjournalentries.js +262 -0
  244. package/dist/sdk/transactionsjournals.d.ts +34 -0
  245. package/dist/sdk/transactionsjournals.js +262 -0
  246. package/dist/sdk/transactionstransfers.d.ts +34 -0
  247. package/dist/sdk/transactionstransfers.js +262 -0
  248. package/docs/models/operations/{getaccountingcompanyinforequest.md → getaccountingprofilerequest.md} +1 -1
  249. package/docs/models/operations/{getaccountingcompanyinforesponse.md → getaccountingprofileresponse.md} +1 -1
  250. package/docs/models/operations/{getenhancedbalancesheetaccountsrequest.md → getcategorizedbalancesheetstatementrequest.md} +1 -1
  251. package/docs/models/operations/{getenhancedprofitandlossaccountsresponse.md → getcategorizedbalancesheetstatementresponse.md} +1 -1
  252. package/docs/models/operations/{getenhancedcashflowtransactionsrequest.md → getcategorizedbankstatementrequest.md} +1 -1
  253. package/docs/models/operations/{getenhancedcashflowtransactionsresponse.md → getcategorizedbankstatementresponse.md} +1 -1
  254. package/docs/models/operations/{getenhancedprofitandlossaccountsrequest.md → getcategorizedprofitandlossstatementrequest.md} +1 -1
  255. package/docs/models/operations/{getenhancedbalancesheetaccountsresponse.md → getcategorizedprofitandlossstatementresponse.md} +1 -1
  256. package/docs/models/operations/{getcommercecompanyinforequest.md → getcommerceprofilerequest.md} +1 -1
  257. package/docs/models/operations/{getcommercecompanyinforesponse.md → getcommerceprofileresponse.md} +1 -1
  258. package/docs/models/operations/{getcommercerefundsmetricsrequest.md → getcommercerefundsreportrequest.md} +1 -1
  259. package/docs/models/operations/{getcommercerefundsmetricsresponse.md → getcommercerefundsreportresponse.md} +1 -1
  260. package/docs/models/operations/{isageddebtorreportavailablerequest.md → isageddebtorsreportavailablerequest.md} +1 -1
  261. package/docs/models/operations/{isageddebtorreportavailableresponse.md → isageddebtorsreportavailableresponse.md} +2 -2
  262. package/docs/models/operations/{getenhancedinvoicesreportrequest.md → listreconciledinvoicesrequest.md} +1 -1
  263. package/docs/models/operations/{getenhancedinvoicesreportresponse.md → listreconciledinvoicesresponse.md} +1 -1
  264. package/docs/models/operations/unlinkconnectionrequest.md +5 -5
  265. package/docs/models/operations/unlinkconnectionupdateconnection.md +8 -0
  266. package/docs/models/shared/accountbalance.md +1 -1
  267. package/docs/models/shared/accountingaccounts.md +0 -2
  268. package/docs/models/shared/accountingaccounttransactions.md +0 -2
  269. package/docs/models/shared/accountingbankaccounts.md +0 -2
  270. package/docs/models/shared/accountingbanktransactions.md +0 -2
  271. package/docs/models/shared/accountingbill.md +1 -1
  272. package/docs/models/shared/accountingbillcreditnote.md +1 -1
  273. package/docs/models/shared/accountingbillcreditnotes.md +0 -2
  274. package/docs/models/shared/accountingbillpayment.md +1 -1
  275. package/docs/models/shared/accountingbillpayments.md +0 -2
  276. package/docs/models/shared/accountingbills.md +0 -2
  277. package/docs/models/shared/accountingcompanyinfo.md +1 -1
  278. package/docs/models/shared/accountingcompanyinfoaccountingaddress.md +14 -0
  279. package/docs/models/shared/accountingcreditnote.md +1 -1
  280. package/docs/models/shared/accountingcreditnotes.md +0 -2
  281. package/docs/models/shared/accountingcustomer.md +2 -2
  282. package/docs/models/shared/accountingcustomers.md +0 -2
  283. package/docs/models/shared/accountingdirectcost.md +1 -1
  284. package/docs/models/shared/accountingdirectcosts.md +0 -2
  285. package/docs/models/shared/accountingdirectincome.md +1 -1
  286. package/docs/models/shared/accountingdirectincomes.md +0 -2
  287. package/docs/models/shared/accountinginvoice.md +1 -1
  288. package/docs/models/shared/accountinginvoices.md +0 -2
  289. package/docs/models/shared/accountingjournalentries.md +0 -2
  290. package/docs/models/shared/accountingjournalentry.md +1 -1
  291. package/docs/models/shared/accountingjournals.md +0 -2
  292. package/docs/models/shared/accountingpayment.md +1 -1
  293. package/docs/models/shared/accountingpayments.md +0 -2
  294. package/docs/models/shared/accountingsupplier.md +16 -16
  295. package/docs/models/shared/accountingsuppliers.md +0 -2
  296. package/docs/models/shared/accountingtransfer.md +1 -1
  297. package/docs/models/shared/accountingtransfers.md +0 -2
  298. package/docs/models/shared/{accountingaddress.md → addressesitems.md} +1 -1
  299. package/docs/models/shared/attachments.md +0 -2
  300. package/docs/models/shared/bankingaccountbalances.md +0 -2
  301. package/docs/models/shared/bankingaccounts.md +0 -2
  302. package/docs/models/shared/bankingtransactioncategories.md +0 -2
  303. package/docs/models/shared/bankingtransactions.md +0 -2
  304. package/docs/models/shared/commercecustomers.md +0 -2
  305. package/docs/models/shared/commercedispute.md +1 -1
  306. package/docs/models/shared/commercedisputes.md +0 -2
  307. package/docs/models/shared/commercelocations.md +0 -2
  308. package/docs/models/shared/commerceorder.md +1 -1
  309. package/docs/models/shared/commerceorders.md +0 -2
  310. package/docs/models/shared/commerceordersupplementaldata.md +1 -1
  311. package/docs/models/shared/commercepaymentmethods.md +0 -2
  312. package/docs/models/shared/commercepayments.md +0 -2
  313. package/docs/models/shared/commerceproductcategories.md +0 -2
  314. package/docs/models/shared/commerceproducts.md +0 -2
  315. package/docs/models/shared/commercetransactions.md +0 -2
  316. package/docs/models/shared/companies.md +0 -2
  317. package/docs/models/shared/connections.md +0 -2
  318. package/docs/models/shared/contact.md +1 -1
  319. package/docs/models/shared/dataintegritydatatype.md +0 -2
  320. package/docs/models/shared/dataintegritydetails.md +0 -2
  321. package/docs/models/shared/dataintegritystatuses.md +0 -2
  322. package/docs/models/shared/dataintegritysummaries.md +0 -2
  323. package/docs/models/shared/enhancedfinancialreport.md +0 -2
  324. package/docs/models/shared/errormessage.md +0 -2
  325. package/docs/models/shared/excelstatus.md +0 -2
  326. package/docs/models/shared/loansummary.md +0 -2
  327. package/docs/models/shared/loantransactions.md +0 -2
  328. package/docs/models/shared/periodunit.md +0 -2
  329. package/docs/models/shared/pulloperations.md +0 -2
  330. package/docs/models/shared/supplementaldata.md +1 -1
  331. package/docs/sdks/accountingbankdata/README.md +2 -101
  332. package/docs/sdks/accountingbankdataaccounts/README.md +103 -0
  333. package/docs/sdks/accountspayable/README.md +2 -664
  334. package/docs/sdks/accountspayablebillcreditnotes/README.md +101 -0
  335. package/docs/sdks/accountspayablebillpayments/README.md +101 -0
  336. package/docs/sdks/accountspayablebills/README.md +148 -0
  337. package/docs/sdks/accountspayablesuppliers/README.md +244 -0
  338. package/docs/sdks/accountsreceivable/README.md +0 -1089
  339. package/docs/sdks/accountsreceivablecreditnotes/README.md +101 -0
  340. package/docs/sdks/accountsreceivablecustomers/README.md +244 -0
  341. package/docs/sdks/accountsreceivabledirectincomes/README.md +247 -0
  342. package/docs/sdks/{financials → accountsreceivableinvoices}/README.md +123 -111
  343. package/docs/sdks/accountsreceivablepayments/README.md +101 -0
  344. package/docs/sdks/accountsreceivablereports/README.md +172 -0
  345. package/docs/sdks/banking/README.md +4 -0
  346. package/docs/sdks/bankingaccountbalances/README.md +54 -0
  347. package/docs/sdks/bankingaccounts/README.md +103 -0
  348. package/docs/sdks/bankingcategorizedstatement/README.md +51 -0
  349. package/docs/sdks/bankingtransactioncategories/README.md +103 -0
  350. package/docs/sdks/bankingtransactions/README.md +103 -0
  351. package/docs/sdks/codatlending/README.md +24 -4
  352. package/docs/sdks/companies/README.md +1 -1
  353. package/docs/sdks/companyinfo/README.md +22 -22
  354. package/docs/sdks/connections/README.md +4 -3
  355. package/docs/sdks/dataintegrity/README.md +5 -5
  356. package/docs/sdks/excelreports/README.md +12 -4
  357. package/docs/sdks/fileupload/README.md +2 -2
  358. package/docs/sdks/financialstatements/README.md +4 -0
  359. package/docs/sdks/financialstatementsaccounts/README.md +100 -0
  360. package/docs/sdks/financialstatementsbalancesheet/README.md +91 -0
  361. package/docs/sdks/financialstatementscashflow/README.md +47 -0
  362. package/docs/sdks/financialstatementsprofitandloss/README.md +91 -0
  363. package/docs/sdks/liabilities/README.md +4 -4
  364. package/docs/sdks/managedata/README.md +3 -181
  365. package/docs/sdks/managedatapulloperations/README.md +89 -0
  366. package/docs/sdks/managedatarefresh/README.md +93 -0
  367. package/docs/sdks/sales/README.md +0 -1223
  368. package/docs/sdks/salescustomers/README.md +103 -0
  369. package/docs/sdks/salesdisputes/README.md +103 -0
  370. package/docs/sdks/saleslocations/README.md +99 -0
  371. package/docs/sdks/salesmetrics/README.md +218 -0
  372. package/docs/sdks/salesorders/README.md +103 -0
  373. package/docs/sdks/salespaymentmethods/README.md +103 -0
  374. package/docs/sdks/salespayments/README.md +103 -0
  375. package/docs/sdks/salesproductcategories/README.md +103 -0
  376. package/docs/sdks/salesproducts/README.md +103 -0
  377. package/docs/sdks/salesreports/README.md +145 -0
  378. package/docs/sdks/salestransactions/README.md +103 -0
  379. package/docs/sdks/transactions/README.md +0 -638
  380. package/docs/sdks/transactionsaccounttransactions/README.md +103 -0
  381. package/docs/sdks/transactionsdirectcosts/README.md +246 -0
  382. package/docs/sdks/transactionsjournalentries/README.md +101 -0
  383. package/docs/sdks/transactionsjournals/README.md +101 -0
  384. package/docs/sdks/transactionstransfers/README.md +103 -0
  385. package/package.json +1 -1
  386. package/dist/sdk/cashflow.d.ts +0 -112
  387. package/dist/sdk/financials.d.ts +0 -75
  388. package/docs/models/operations/unlinkconnectionrequestbody.md +0 -8
  389. package/docs/sdks/cashflow/README.md +0 -402
@@ -2,13 +2,33 @@
2
2
 
3
3
  ## Overview
4
4
 
5
- Lending API: An API for uploading and downloading files from 'File Upload' Integrations.
5
+ Lending API: Our Lending API helps you make smarter credit decisions on small businesses by enabling you to pull your customers' latest data from accounting, banking, and commerce platforms they are already using. It also includes features to help providers verify the accuracy of data and process it more efficiently.
6
6
 
7
- The Accounting file upload, Banking file upload, and Business documents file upload integrations provide simple file upload functionality.
7
+ The Lending API is built on top of the latest accounting, commerce, and banking data, providing you with the most important data points you need to get a full picture of SMB creditworthiness and make a comprehensive assessment of your customers.
8
8
 
9
- [Read more...](https://docs.codat.io/other/file-upload)
9
+ [Explore product](https://docs.codat.io/lending/overview) | [See OpenAPI spec](https://github.com/codatio/oas)
10
10
 
11
- [See our OpenAPI spec](https://github.com/codatio/oas)
11
+ ---
12
+
13
+ ## Endpoints
14
+
15
+ | Endpoints | Description |
16
+ |:---------------------|:-----------------------------------------------------------------------------------------------------------|
17
+ | Companies | Create and manage your SMB users' companies. |
18
+ | Connections | Create new and manage existing data connections for a company. |
19
+ | Bank statements | Retrieve banking data from linked bank accounts. |
20
+ | Sales | Retrieve standardized sales data from a linked commerce platform. |
21
+ | Financial statements | Financial data and reports from a linked accounting platform. |
22
+ | Liabilities | Debt and other liabilities. |
23
+ | Accounts payable | Data from a linked accounting platform representing money the business owes money to its suppliers. |
24
+ | Accounts receivable | Data from a linked accounting platform representing money owed to the business for sold goods or services. |
25
+ | Transactions | Data from a linked accounting platform representing transactions. |
26
+ | Data integrity | Match mutable accounting data with immutable banking data to increase confidence in financial data. |
27
+ | Company info | View company profile from the source platform. |
28
+ | Excel reports | Download reports in Excel format. |
29
+ | Categories | Manage Codat's automatic account categorization functionality. |
30
+ | Manage data | Control how data is retrieved from an integration. |
31
+ | File upload | Endpoints to manage uploaded files. |
12
32
 
13
33
  ### Available Operations
14
34
 
@@ -155,7 +155,7 @@ sdk.companies.list({
155
155
  orderBy: "-modifiedDate",
156
156
  page: 1,
157
157
  pageSize: 100,
158
- query: "nam",
158
+ query: "minus",
159
159
  }).then((res: ListCompaniesResponse) => {
160
160
  if (res.statusCode == 200) {
161
161
  // handle response
@@ -6,10 +6,10 @@ View company information fetched from the source platform.
6
6
 
7
7
  ### Available Operations
8
8
 
9
- * [fromAccountingPlatform](#fromaccountingplatform) - Get company info
10
- * [fromCommercePlatform](#fromcommerceplatform) - Get company info
9
+ * [getAccountingProfile](#getaccountingprofile) - Get company accounting profile
10
+ * [getCommerceProfile](#getcommerceprofile) - Get company commerce profile
11
11
 
12
- ## fromAccountingPlatform
12
+ ## getAccountingProfile
13
13
 
14
14
  Gets the latest basic info for a company.
15
15
 
@@ -17,7 +17,7 @@ Gets the latest basic info for a company.
17
17
 
18
18
  ```typescript
19
19
  import { CodatLending } from "@codat/lending";
20
- import { GetAccountingCompanyInfoResponse } from "@codat/lending/dist/sdk/models/operations";
20
+ import { GetAccountingProfileResponse } from "@codat/lending/dist/sdk/models/operations";
21
21
 
22
22
  const sdk = new CodatLending({
23
23
  security: {
@@ -25,9 +25,9 @@ const sdk = new CodatLending({
25
25
  },
26
26
  });
27
27
 
28
- sdk.companyInfo.fromAccountingPlatform({
28
+ sdk.companyInfo.getAccountingProfile({
29
29
  companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
30
- }).then((res: GetAccountingCompanyInfoResponse) => {
30
+ }).then((res: GetAccountingProfileResponse) => {
31
31
  if (res.statusCode == 200) {
32
32
  // handle response
33
33
  }
@@ -36,19 +36,19 @@ sdk.companyInfo.fromAccountingPlatform({
36
36
 
37
37
  ### Parameters
38
38
 
39
- | Parameter | Type | Required | Description |
40
- | -------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- |
41
- | `request` | [operations.GetAccountingCompanyInfoRequest](../../models/operations/getaccountingcompanyinforequest.md) | :heavy_check_mark: | The request object to use for the request. |
42
- | `retries` | [utils.RetryConfig](../../models/utils/retryconfig.md) | :heavy_minus_sign: | Configuration to override the default retry behavior of the client. |
43
- | `config` | [AxiosRequestConfig](https://axios-http.com/docs/req_config) | :heavy_minus_sign: | Available config options for making requests. |
39
+ | Parameter | Type | Required | Description |
40
+ | ------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------ |
41
+ | `request` | [operations.GetAccountingProfileRequest](../../models/operations/getaccountingprofilerequest.md) | :heavy_check_mark: | The request object to use for the request. |
42
+ | `retries` | [utils.RetryConfig](../../models/utils/retryconfig.md) | :heavy_minus_sign: | Configuration to override the default retry behavior of the client. |
43
+ | `config` | [AxiosRequestConfig](https://axios-http.com/docs/req_config) | :heavy_minus_sign: | Available config options for making requests. |
44
44
 
45
45
 
46
46
  ### Response
47
47
 
48
- **Promise<[operations.GetAccountingCompanyInfoResponse](../../models/operations/getaccountingcompanyinforesponse.md)>**
48
+ **Promise<[operations.GetAccountingProfileResponse](../../models/operations/getaccountingprofileresponse.md)>**
49
49
 
50
50
 
51
- ## fromCommercePlatform
51
+ ## getCommerceProfile
52
52
 
53
53
  Retrieve information about the company, as seen in the commerce platform.
54
54
 
@@ -58,7 +58,7 @@ This may include information like addresses, tax registration details and social
58
58
 
59
59
  ```typescript
60
60
  import { CodatLending } from "@codat/lending";
61
- import { GetCommerceCompanyInfoResponse } from "@codat/lending/dist/sdk/models/operations";
61
+ import { GetCommerceProfileResponse } from "@codat/lending/dist/sdk/models/operations";
62
62
 
63
63
  const sdk = new CodatLending({
64
64
  security: {
@@ -66,10 +66,10 @@ const sdk = new CodatLending({
66
66
  },
67
67
  });
68
68
 
69
- sdk.companyInfo.fromCommercePlatform({
69
+ sdk.companyInfo.getCommerceProfile({
70
70
  companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
71
71
  connectionId: "2e9d2c44-f675-40ba-8049-353bfcb5e171",
72
- }).then((res: GetCommerceCompanyInfoResponse) => {
72
+ }).then((res: GetCommerceProfileResponse) => {
73
73
  if (res.statusCode == 200) {
74
74
  // handle response
75
75
  }
@@ -78,14 +78,14 @@ sdk.companyInfo.fromCommercePlatform({
78
78
 
79
79
  ### Parameters
80
80
 
81
- | Parameter | Type | Required | Description |
82
- | ---------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- |
83
- | `request` | [operations.GetCommerceCompanyInfoRequest](../../models/operations/getcommercecompanyinforequest.md) | :heavy_check_mark: | The request object to use for the request. |
84
- | `retries` | [utils.RetryConfig](../../models/utils/retryconfig.md) | :heavy_minus_sign: | Configuration to override the default retry behavior of the client. |
85
- | `config` | [AxiosRequestConfig](https://axios-http.com/docs/req_config) | :heavy_minus_sign: | Available config options for making requests. |
81
+ | Parameter | Type | Required | Description |
82
+ | -------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------- |
83
+ | `request` | [operations.GetCommerceProfileRequest](../../models/operations/getcommerceprofilerequest.md) | :heavy_check_mark: | The request object to use for the request. |
84
+ | `retries` | [utils.RetryConfig](../../models/utils/retryconfig.md) | :heavy_minus_sign: | Configuration to override the default retry behavior of the client. |
85
+ | `config` | [AxiosRequestConfig](https://axios-http.com/docs/req_config) | :heavy_minus_sign: | Available config options for making requests. |
86
86
 
87
87
 
88
88
  ### Response
89
89
 
90
- **Promise<[operations.GetCommerceCompanyInfoResponse](../../models/operations/getcommercecompanyinforesponse.md)>**
90
+ **Promise<[operations.GetCommerceProfileResponse](../../models/operations/getcommerceprofileresponse.md)>**
91
91
 
@@ -32,7 +32,7 @@ const sdk = new CodatLending({
32
32
 
33
33
  sdk.connections.create({
34
34
  requestBody: {
35
- platformKey: "officia",
35
+ platformKey: "placeat",
36
36
  },
37
37
  companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
38
38
  }).then((res: CreateConnectionResponse) => {
@@ -158,7 +158,7 @@ sdk.connections.list({
158
158
  orderBy: "-modifiedDate",
159
159
  page: 1,
160
160
  pageSize: 100,
161
- query: "occaecati",
161
+ query: "voluptatum",
162
162
  }).then((res: ListConnectionsResponse) => {
163
163
  if (res.statusCode == 200) {
164
164
  // handle response
@@ -189,6 +189,7 @@ sdk.connections.list({
189
189
  ```typescript
190
190
  import { CodatLending } from "@codat/lending";
191
191
  import { UnlinkConnectionResponse } from "@codat/lending/dist/sdk/models/operations";
192
+ import { DataConnectionStatus } from "@codat/lending/dist/sdk/models/shared";
192
193
 
193
194
  const sdk = new CodatLending({
194
195
  security: {
@@ -198,7 +199,7 @@ const sdk = new CodatLending({
198
199
 
199
200
  sdk.connections.unlink({
200
201
  requestBody: {
201
- status: "fugit",
202
+ status: DataConnectionStatus.Linked,
202
203
  },
203
204
  companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
204
205
  connectionId: "2e9d2c44-f675-40ba-8049-353bfcb5e171",
@@ -12,7 +12,7 @@ Match mutable accounting data with immutable banking data to increase confidence
12
12
 
13
13
  ## details
14
14
 
15
- The *List data integrity details* endpoint returns the match result record by record for a given data type, filtered based on a query string in the same way as summary results.
15
+ The *List data integrity details* endpoint returns the match result record by record for a given data type, filtered based on a query string in the same way as summary results.
16
16
 
17
17
  The [details](https://docs.codat.io/lending-api#/schemas/DataIntegrityDetails) are paginated and support ordering, following the same conventions as our other data endpoints.
18
18
 
@@ -35,7 +35,7 @@ sdk.dataIntegrity.details({
35
35
  orderBy: "-modifiedDate",
36
36
  page: 1,
37
37
  pageSize: 100,
38
- query: "deleniti",
38
+ query: "excepturi",
39
39
  }).then((res: ListDataIntegrityDetailsResponse) => {
40
40
  if (res.statusCode == 200) {
41
41
  // handle response
@@ -59,7 +59,7 @@ sdk.dataIntegrity.details({
59
59
 
60
60
  ## status
61
61
 
62
- The *Get data integrity status* endpoint returns the [status](https://docs.codat.io/lending-api#/schemas/DataIntegrityStatus) for the company’s match results between the data type provided in the URL and other data types that Data Integrity uses to support matching.
62
+ The *Get data integrity status* endpoint returns the [status](https://docs.codat.io/lending-api#/schemas/DataIntegrityStatus) for the company’s match results between the data type provided in the URL and other data types that Data Integrity uses to support matching.
63
63
  This endpoint helps you understand whether match data is available and, if so, how to usefully query it.
64
64
 
65
65
  The response tells you:
@@ -107,7 +107,7 @@ sdk.dataIntegrity.status({
107
107
 
108
108
  ## summaries
109
109
 
110
- The *Get data integrity summary* endpoint returns a [summary](https://docs.codat.io/lending-api#/schemas/DataIntegritySummary) of match results for a given data type filtered by a query string in the [Codat query language](https://docs.codat.io/using-the-api/querying).
110
+ The *Get data integrity summary* endpoint returns a [summary](https://docs.codat.io/lending-api#/schemas/DataIntegritySummary) of match results for a given data type filtered by a query string in the [Codat query language](https://docs.codat.io/using-the-api/querying).
111
111
 
112
112
  For example, if you wanted to see summary match results only for transactions after 1 December 2020, you could include a query parameter of `query=date>2020-12-01`.
113
113
 
@@ -129,7 +129,7 @@ const sdk = new CodatLending({
129
129
  sdk.dataIntegrity.summaries({
130
130
  companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
131
131
  dataType: DataIntegrityDataType.BankingAccounts,
132
- query: "hic",
132
+ query: "nisi",
133
133
  }).then((res: GetDataIntegritySummariesResponse) => {
134
134
  if (res.statusCode == 200) {
135
135
  // handle response
@@ -2,7 +2,7 @@
2
2
 
3
3
  ## Overview
4
4
 
5
- Downloadable reports
5
+ Download reports in Excel format.
6
6
 
7
7
  ### Available Operations
8
8
 
@@ -57,12 +57,20 @@ sdk.excelReports.download({
57
57
 
58
58
  ## generate
59
59
 
60
- The *Generate Excel report* endpoint requests the production of a downloadable Excel file for a report type specified in the `reportType` query parameter.
60
+ The *Generate Excel report* endpoint requests the production of a downloadable Excel file for a report type specified in the `reportType` query parameter.
61
61
 
62
62
  In response, the endpoint returns the [status](https://docs.codat.io/lending-api#/schemas/ExcelStatus) detailing the current state of the report generation request.
63
63
 
64
- You can [learn more](https://docs.codat.io/lending/excel/overview) about valid Excel report types.
64
+ ### Report types
65
+
66
+ | reportType | Description |
67
+ |--------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------|
68
+ | [audit](https://docs.codat.io/lending/excel/audit-report) | Identifies inaccurate or out-of-date accounts, helping you to make decisions with confidence. || [audit](https://docs.codat.io/lending/excel/audit-report) | Identify inaccurate or out-of-date accounts, helping you to make decisions with confidence. |
69
+ | [enhancedCashFlow](https://docs.codat.io/lending/excel/enhanced-invoices-report) | Provides a fully categorized list of bank transactions for a company, allowing lenders to accurately forecast a company's cash flow. |
70
+ | [enhancedFinancials](https://docs.codat.io/lending/excel/enhanced-financials-report) | Supports decision-making using fully categorized financial statements to allow lenders to automate their underwriting processes. |
71
+ | [enhancedInvoices](https://docs.codat.io/lending/excel/enhanced-invoices-report) | Helps verify that payments have been made against historic invoices. Great for invoice finance lenders. |
65
72
 
73
+ [Learn more](https://docs.codat.io/lending/excel/overview) about valid Excel report types.
66
74
 
67
75
 
68
76
 
@@ -82,7 +90,7 @@ const sdk = new CodatLending({
82
90
 
83
91
  sdk.excelReports.generate({
84
92
  companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
85
- reportType: ExcelReportTypes.EnhancedInvoices,
93
+ reportType: ExcelReportTypes.EnhancedCashFlow,
86
94
  }).then((res: GenerateExcelReportResponse) => {
87
95
  if (res.statusCode == 200) {
88
96
  // handle response
@@ -113,8 +113,8 @@ const sdk = new CodatLending({
113
113
 
114
114
  sdk.fileUpload.upload({
115
115
  requestBody: {
116
- content: "molestiae".encode(),
117
- requestBody: "modi",
116
+ content: "veritatis".encode(),
117
+ requestBody: "deserunt",
118
118
  },
119
119
  companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
120
120
  connectionId: "2e9d2c44-f675-40ba-8049-353bfcb5e171",
@@ -0,0 +1,4 @@
1
+ # financialStatements
2
+
3
+ ### Available Operations
4
+
@@ -0,0 +1,100 @@
1
+ # financialStatementsAccounts
2
+
3
+ ### Available Operations
4
+
5
+ * [get](#get) - Get account
6
+ * [list](#list) - List accounts
7
+
8
+ ## get
9
+
10
+ The *Get account* endpoint returns a single account for a given accountId.
11
+
12
+ [Accounts](https://docs.codat.io/accounting-api#/schemas/Account) are the categories a business uses to record accounting transactions.
13
+
14
+ Check out our [coverage explorer](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=chartOfAccounts) for integrations that support getting a specific account.
15
+
16
+ Before using this endpoint, you must have [retrieved data for the company](https://docs.codat.io/lending-api#/operations/refresh-company-data).
17
+
18
+
19
+ ### Example Usage
20
+
21
+ ```typescript
22
+ import { CodatLending } from "@codat/lending";
23
+ import { GetAccountingAccountResponse } from "@codat/lending/dist/sdk/models/operations";
24
+
25
+ const sdk = new CodatLending({
26
+ security: {
27
+ authHeader: "Basic BASE_64_ENCODED(API_KEY)",
28
+ },
29
+ });
30
+
31
+ sdk.financialStatementsAccounts.get({
32
+ accountId: "cum",
33
+ companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
34
+ }).then((res: GetAccountingAccountResponse) => {
35
+ if (res.statusCode == 200) {
36
+ // handle response
37
+ }
38
+ });
39
+ ```
40
+
41
+ ### Parameters
42
+
43
+ | Parameter | Type | Required | Description |
44
+ | ------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------ |
45
+ | `request` | [operations.GetAccountingAccountRequest](../../models/operations/getaccountingaccountrequest.md) | :heavy_check_mark: | The request object to use for the request. |
46
+ | `retries` | [utils.RetryConfig](../../models/utils/retryconfig.md) | :heavy_minus_sign: | Configuration to override the default retry behavior of the client. |
47
+ | `config` | [AxiosRequestConfig](https://axios-http.com/docs/req_config) | :heavy_minus_sign: | Available config options for making requests. |
48
+
49
+
50
+ ### Response
51
+
52
+ **Promise<[operations.GetAccountingAccountResponse](../../models/operations/getaccountingaccountresponse.md)>**
53
+
54
+
55
+ ## list
56
+
57
+ The *List accounts* endpoint returns a list of [accounts](https://docs.codat.io/accounting-api#/schemas/Account) for a given company's connection.
58
+
59
+ [Accounts](https://docs.codat.io/accounting-api#/schemas/Account) are the categories a business uses to record accounting transactions.
60
+
61
+ Before using this endpoint, you must have [retrieved data for the company](https://docs.codat.io/lending-api#/operations/refresh-company-data).
62
+
63
+ ### Example Usage
64
+
65
+ ```typescript
66
+ import { CodatLending } from "@codat/lending";
67
+ import { ListAccountingAccountsResponse } from "@codat/lending/dist/sdk/models/operations";
68
+
69
+ const sdk = new CodatLending({
70
+ security: {
71
+ authHeader: "Basic BASE_64_ENCODED(API_KEY)",
72
+ },
73
+ });
74
+
75
+ sdk.financialStatementsAccounts.list({
76
+ companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
77
+ orderBy: "-modifiedDate",
78
+ page: 1,
79
+ pageSize: 100,
80
+ query: "esse",
81
+ }).then((res: ListAccountingAccountsResponse) => {
82
+ if (res.statusCode == 200) {
83
+ // handle response
84
+ }
85
+ });
86
+ ```
87
+
88
+ ### Parameters
89
+
90
+ | Parameter | Type | Required | Description |
91
+ | ---------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- |
92
+ | `request` | [operations.ListAccountingAccountsRequest](../../models/operations/listaccountingaccountsrequest.md) | :heavy_check_mark: | The request object to use for the request. |
93
+ | `retries` | [utils.RetryConfig](../../models/utils/retryconfig.md) | :heavy_minus_sign: | Configuration to override the default retry behavior of the client. |
94
+ | `config` | [AxiosRequestConfig](https://axios-http.com/docs/req_config) | :heavy_minus_sign: | Available config options for making requests. |
95
+
96
+
97
+ ### Response
98
+
99
+ **Promise<[operations.ListAccountingAccountsResponse](../../models/operations/listaccountingaccountsresponse.md)>**
100
+
@@ -0,0 +1,91 @@
1
+ # financialStatementsBalanceSheet
2
+
3
+ ### Available Operations
4
+
5
+ * [get](#get) - Get balance sheet
6
+ * [getCategorizedAccounts](#getcategorizedaccounts) - Get categorized balance sheet statement
7
+
8
+ ## get
9
+
10
+ Gets the latest balance sheet for a company.
11
+
12
+ ### Example Usage
13
+
14
+ ```typescript
15
+ import { CodatLending } from "@codat/lending";
16
+ import { GetAccountingBalanceSheetResponse } from "@codat/lending/dist/sdk/models/operations";
17
+
18
+ const sdk = new CodatLending({
19
+ security: {
20
+ authHeader: "Basic BASE_64_ENCODED(API_KEY)",
21
+ },
22
+ });
23
+
24
+ sdk.financialStatementsBalanceSheet.get({
25
+ companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
26
+ periodLength: 4,
27
+ periodsToCompare: 20,
28
+ startMonth: "2022-10-23T00:00:00.000Z",
29
+ }).then((res: GetAccountingBalanceSheetResponse) => {
30
+ if (res.statusCode == 200) {
31
+ // handle response
32
+ }
33
+ });
34
+ ```
35
+
36
+ ### Parameters
37
+
38
+ | Parameter | Type | Required | Description |
39
+ | ---------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------- |
40
+ | `request` | [operations.GetAccountingBalanceSheetRequest](../../models/operations/getaccountingbalancesheetrequest.md) | :heavy_check_mark: | The request object to use for the request. |
41
+ | `retries` | [utils.RetryConfig](../../models/utils/retryconfig.md) | :heavy_minus_sign: | Configuration to override the default retry behavior of the client. |
42
+ | `config` | [AxiosRequestConfig](https://axios-http.com/docs/req_config) | :heavy_minus_sign: | Available config options for making requests. |
43
+
44
+
45
+ ### Response
46
+
47
+ **Promise<[operations.GetAccountingBalanceSheetResponse](../../models/operations/getaccountingbalancesheetresponse.md)>**
48
+
49
+
50
+ ## getCategorizedAccounts
51
+
52
+ The *Get categorized balance sheet statement* endpoint returns a list of categorized accounts that appear on a company’s Balance Sheet along with a balance per financial statement date.
53
+
54
+ Codat suggests a category for each account automatically, but you can [change it](https://docs.codat.io/lending/enhanced-financials/overview#categorize-accounts) to a more suitable one.
55
+
56
+ ### Example Usage
57
+
58
+ ```typescript
59
+ import { CodatLending } from "@codat/lending";
60
+ import { GetCategorizedBalanceSheetStatementResponse } from "@codat/lending/dist/sdk/models/operations";
61
+
62
+ const sdk = new CodatLending({
63
+ security: {
64
+ authHeader: "Basic BASE_64_ENCODED(API_KEY)",
65
+ },
66
+ });
67
+
68
+ sdk.financialStatementsBalanceSheet.getCategorizedAccounts({
69
+ companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
70
+ numberOfPeriods: 568434,
71
+ reportDate: "29-09-2020",
72
+ }).then((res: GetCategorizedBalanceSheetStatementResponse) => {
73
+ if (res.statusCode == 200) {
74
+ // handle response
75
+ }
76
+ });
77
+ ```
78
+
79
+ ### Parameters
80
+
81
+ | Parameter | Type | Required | Description |
82
+ | ------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------ |
83
+ | `request` | [operations.GetCategorizedBalanceSheetStatementRequest](../../models/operations/getcategorizedbalancesheetstatementrequest.md) | :heavy_check_mark: | The request object to use for the request. |
84
+ | `retries` | [utils.RetryConfig](../../models/utils/retryconfig.md) | :heavy_minus_sign: | Configuration to override the default retry behavior of the client. |
85
+ | `config` | [AxiosRequestConfig](https://axios-http.com/docs/req_config) | :heavy_minus_sign: | Available config options for making requests. |
86
+
87
+
88
+ ### Response
89
+
90
+ **Promise<[operations.GetCategorizedBalanceSheetStatementResponse](../../models/operations/getcategorizedbalancesheetstatementresponse.md)>**
91
+
@@ -0,0 +1,47 @@
1
+ # financialStatementsCashFlow
2
+
3
+ ### Available Operations
4
+
5
+ * [get](#get) - Get cash flow statement
6
+
7
+ ## get
8
+
9
+ Gets the latest cash flow statement for a company.
10
+
11
+ ### Example Usage
12
+
13
+ ```typescript
14
+ import { CodatLending } from "@codat/lending";
15
+ import { GetAccountingCashFlowStatementResponse } from "@codat/lending/dist/sdk/models/operations";
16
+
17
+ const sdk = new CodatLending({
18
+ security: {
19
+ authHeader: "Basic BASE_64_ENCODED(API_KEY)",
20
+ },
21
+ });
22
+
23
+ sdk.financialStatementsCashFlow.get({
24
+ companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
25
+ periodLength: 4,
26
+ periodsToCompare: 20,
27
+ startMonth: "2022-10-23T00:00:00.000Z",
28
+ }).then((res: GetAccountingCashFlowStatementResponse) => {
29
+ if (res.statusCode == 200) {
30
+ // handle response
31
+ }
32
+ });
33
+ ```
34
+
35
+ ### Parameters
36
+
37
+ | Parameter | Type | Required | Description |
38
+ | -------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------- |
39
+ | `request` | [operations.GetAccountingCashFlowStatementRequest](../../models/operations/getaccountingcashflowstatementrequest.md) | :heavy_check_mark: | The request object to use for the request. |
40
+ | `retries` | [utils.RetryConfig](../../models/utils/retryconfig.md) | :heavy_minus_sign: | Configuration to override the default retry behavior of the client. |
41
+ | `config` | [AxiosRequestConfig](https://axios-http.com/docs/req_config) | :heavy_minus_sign: | Available config options for making requests. |
42
+
43
+
44
+ ### Response
45
+
46
+ **Promise<[operations.GetAccountingCashFlowStatementResponse](../../models/operations/getaccountingcashflowstatementresponse.md)>**
47
+