@robosystems/client 1.16.0 → 1.17.0

package/sdk/sdk.gen.js

@@ -584,7 +584,7 @@ exports.getOrgUsage = getOrgUsage;
 /**
  * Sync Connection
  *
- * QuickBooks: fetches transactions, balances, and chart of accounts; the envelope is `pending` with the run's `task_id`, and completion is reflected in the connection's `last_sync` timestamp. External connections are push-based and have nothing to pull; the envelope is `completed` with a null `task_id` and a message saying so — there is nothing to poll. Returns an `OperationEnvelope`; supports `Idempotency-Key`.
+ * QuickBooks: fetches transactions, balances, and chart of accounts. Mercury: pulls the bank feed (a 60-day window by default, or from `since_date` / the full backfill on `full_rebuild`) and captures it into the inbox. For both the envelope is `pending` with the run's `task_id`, and completion is reflected in the connection's `last_sync` timestamp and `last_sync_result`. External connections are push-based and have nothing to pull; the envelope is `completed` with a null `task_id` and a message saying so — there is nothing to poll. Returns an `OperationEnvelope`; supports `Idempotency-Key`.
  */
 const syncConnection = (options) => (options.client ?? client_gen_1.client).post({
     security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
@@ -599,7 +599,7 @@ exports.syncConnection = syncConnection;
 /**
  * List Connection Options
  *
- * Returns available providers and their requirements. Only enabled providers are included (gated by feature flags). QuickBooks requires OAuth 2.0; external connections require no auth.
+ * Returns available providers and their requirements. Only enabled providers are included (gated by feature flags). QuickBooks and Mercury require OAuth 2.0; external connections require no auth.
  */
 const getConnectionOptions = (options) => (options.client ?? client_gen_1.client).get({
     security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
@@ -647,7 +647,7 @@ exports.listConnections = listConnections;
 /**
  * Create Connection
  *
- * QuickBooks: returns an OAuth URL — complete the flow to activate. External: registers a source namespace for an integration that writes through the public API. One connection allowed per provider per graph, except 'external' which allows one per source_name.
+ * QuickBooks and Mercury: returns a pending connection — complete the OAuth flow to activate (Mercury may instead connect at once with a personal API token where the deployment allows it). External: registers a source namespace for an integration that writes through the public API. One connection allowed per provider per graph, except 'external' which allows one per source_name. A bank feed (Mercury) is refused (409) beside a live QuickBooks connection or on a graph with no chart of accounts.
  */
 const createConnection = (options) => (options.client ?? client_gen_1.client).post({
     security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
@@ -1736,7 +1736,7 @@ exports.initializeChartOfAccounts = initializeChartOfAccounts;
 /**
  * Update Taxonomy Block
  *
- * Incrementally mutate a taxonomy block via typed delta lists (elements/structures/associations/rules to add, update, remove). Dispatches by the target taxonomy's stored `taxonomy_type`. Library-origin block types (`reporting_standard`) surface 501. `reporting_extension` / `custom_ontology` authoring may be disabled per environment (TAXONOMY_AUTHORING_ENABLED) — disabled surfaces 403.
+ * Incrementally mutate a taxonomy block via typed delta lists (elements/structures/associations/rules to add, update, remove). Dispatches by the target taxonomy's stored `taxonomy_type`. For a chart of accounts: add, rename and reclassify accounts freely; an account with facts or line items is never removed — retire it with `elements_to_update[].is_active=false` (history stays, new postings are refused, pickers hide it; `true` reactivates). Removal and whole-chart delete work only with no activity. Library-origin block types (`reporting_standard`) surface 501. `reporting_extension` / `custom_ontology` authoring may be disabled per environment (TAXONOMY_AUTHORING_ENABLED) — disabled surfaces 403.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */
@@ -2025,7 +2025,7 @@ exports.createEventBlock = createEventBlock;
 /**
  * Update Event Block
  *
- * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
+ * Apply a status transition (captured → classified | committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. captured → classified records an account choice without posting — for a bank-feed line, patch metadata.classified_element_id (or accept_suggestion: true) in the same call. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; a bank-feed line with no account chosen and no matching rule is refused. Errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */
@@ -2144,7 +2144,7 @@ exports.resolveReconcilingItem = resolveReconcilingItem;
 /**
  * Update Journal Entry
  *
- * Update a draft journal entry. Posted entries are immutable and must be corrected via `create-event-block(event_type='journal_entry_reversed')`. If line_items is provided, existing line items are replaced atomically and the new set must balance.
+ * Update a draft journal entry. Posted entries are immutable and must be corrected via `create-event-block(event_type='journal_entry_reversed')`. If line_items is provided, existing line items are replaced atomically, the new set must balance, and a line on a retired (`is_active=false`) account is refused.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */

package/sdk/sdk.gen.ts

@@ -596,7 +596,7 @@ export const getOrgUsage = <ThrowOnError extends boolean = false>(options: Optio
 /**
  * Sync Connection
  *
- * QuickBooks: fetches transactions, balances, and chart of accounts; the envelope is `pending` with the run's `task_id`, and completion is reflected in the connection's `last_sync` timestamp. External connections are push-based and have nothing to pull; the envelope is `completed` with a null `task_id` and a message saying so — there is nothing to poll. Returns an `OperationEnvelope`; supports `Idempotency-Key`.
+ * QuickBooks: fetches transactions, balances, and chart of accounts. Mercury: pulls the bank feed (a 60-day window by default, or from `since_date` / the full backfill on `full_rebuild`) and captures it into the inbox. For both the envelope is `pending` with the run's `task_id`, and completion is reflected in the connection's `last_sync` timestamp and `last_sync_result`. External connections are push-based and have nothing to pull; the envelope is `completed` with a null `task_id` and a message saying so — there is nothing to poll. Returns an `OperationEnvelope`; supports `Idempotency-Key`.
  */
 export const syncConnection = <ThrowOnError extends boolean = false>(options: Options<SyncConnectionData, ThrowOnError>): RequestResult<SyncConnectionResponses, SyncConnectionErrors, ThrowOnError> => (options.client ?? client).post<SyncConnectionResponses, SyncConnectionErrors, ThrowOnError>({
     security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
@@ -611,7 +611,7 @@ export const syncConnection = <ThrowOnError extends boolean = false>(options: Op
 /**
  * List Connection Options
  *
- * Returns available providers and their requirements. Only enabled providers are included (gated by feature flags). QuickBooks requires OAuth 2.0; external connections require no auth.
+ * Returns available providers and their requirements. Only enabled providers are included (gated by feature flags). QuickBooks and Mercury require OAuth 2.0; external connections require no auth.
  */
 export const getConnectionOptions = <ThrowOnError extends boolean = false>(options: Options<GetConnectionOptionsData, ThrowOnError>): RequestResult<GetConnectionOptionsResponses, GetConnectionOptionsErrors, ThrowOnError> => (options.client ?? client).get<GetConnectionOptionsResponses, GetConnectionOptionsErrors, ThrowOnError>({
     security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
@@ -659,7 +659,7 @@ export const listConnections = <ThrowOnError extends boolean = false>(options: O
 /**
  * Create Connection
  *
- * QuickBooks: returns an OAuth URL — complete the flow to activate. External: registers a source namespace for an integration that writes through the public API. One connection allowed per provider per graph, except 'external' which allows one per source_name.
+ * QuickBooks and Mercury: returns a pending connection — complete the OAuth flow to activate (Mercury may instead connect at once with a personal API token where the deployment allows it). External: registers a source namespace for an integration that writes through the public API. One connection allowed per provider per graph, except 'external' which allows one per source_name. A bank feed (Mercury) is refused (409) beside a live QuickBooks connection or on a graph with no chart of accounts.
  */
 export const createConnection = <ThrowOnError extends boolean = false>(options: Options<CreateConnectionData, ThrowOnError>): RequestResult<CreateConnectionResponses, CreateConnectionErrors, ThrowOnError> => (options.client ?? client).post<CreateConnectionResponses, CreateConnectionErrors, ThrowOnError>({
     security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
@@ -1748,7 +1748,7 @@ export const initializeChartOfAccounts = <ThrowOnError extends boolean = false>(
 /**
  * Update Taxonomy Block
  *
- * Incrementally mutate a taxonomy block via typed delta lists (elements/structures/associations/rules to add, update, remove). Dispatches by the target taxonomy's stored `taxonomy_type`. Library-origin block types (`reporting_standard`) surface 501. `reporting_extension` / `custom_ontology` authoring may be disabled per environment (TAXONOMY_AUTHORING_ENABLED) — disabled surfaces 403.
+ * Incrementally mutate a taxonomy block via typed delta lists (elements/structures/associations/rules to add, update, remove). Dispatches by the target taxonomy's stored `taxonomy_type`. For a chart of accounts: add, rename and reclassify accounts freely; an account with facts or line items is never removed — retire it with `elements_to_update[].is_active=false` (history stays, new postings are refused, pickers hide it; `true` reactivates). Removal and whole-chart delete work only with no activity. Library-origin block types (`reporting_standard`) surface 501. `reporting_extension` / `custom_ontology` authoring may be disabled per environment (TAXONOMY_AUTHORING_ENABLED) — disabled surfaces 403.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */
@@ -2037,7 +2037,7 @@ export const createEventBlock = <ThrowOnError extends boolean = false>(options:
 /**
  * Update Event Block
  *
- * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
+ * Apply a status transition (captured → classified | committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. captured → classified records an account choice without posting — for a bank-feed line, patch metadata.classified_element_id (or accept_suggestion: true) in the same call. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; a bank-feed line with no account chosen and no matching rule is refused. Errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */
@@ -2156,7 +2156,7 @@ export const resolveReconcilingItem = <ThrowOnError extends boolean = false>(opt
 /**
  * Update Journal Entry
  *
- * Update a draft journal entry. Posted entries are immutable and must be corrected via `create-event-block(event_type='journal_entry_reversed')`. If line_items is provided, existing line items are replaced atomically and the new set must balance.
+ * Update a draft journal entry. Posted entries are immutable and must be corrected via `create-event-block(event_type='journal_entry_reversed')`. If line_items is provided, existing line items are replaced atomically, the new set must balance, and a line on a retired (`is_active=false`) account is refused.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */

package/sdk/types.gen.d.ts

@@ -2018,7 +2018,7 @@ export type ConnectionProviderInfo = {
      *
      * Provider identifier
      */
-    provider: 'quickbooks' | 'external';
+    provider: 'quickbooks' | 'external' | 'mercury';
     /**
      * Display Name
      *
@@ -2411,7 +2411,7 @@ export type CreateConnectionRequest = {
      *
      * Connection provider type
      */
-    provider: 'quickbooks' | 'external';
+    provider: 'quickbooks' | 'external' | 'mercury';
     /**
      * Entity Id
      *
@@ -2420,6 +2420,7 @@ export type CreateConnectionRequest = {
     entity_id?: string | null;
     quickbooks_config?: QuickBooksConnectionConfig | null;
     external_config?: ExternalConnectionConfig | null;
+    mercury_config?: MercuryConnectionConfig | null;
 };
 /**
  * CreateEventBlockRequest
@@ -4639,6 +4640,12 @@ export type ElementUpdatePatch = {
     metadata?: {
         [key: string]: unknown;
     } | null;
+    /**
+     * Is Active
+     *
+     * Retire (`false`) or reactivate (`true`) a chart account. Retiring keeps its history and hides it from account pickers and the chart tree, and new line items on it are refused — the way to take an account with activity out of use, since removal needs no facts and no line items.
+     */
+    is_active?: boolean | null;
 };
 /**
  * EmailVerificationRequest
@@ -8697,6 +8704,39 @@ export type MemoryRecord = {
      */
     updated_at?: string | null;
 };
+/**
+ * MercuryConnectionConfig
+ *
+ * Mercury bank-feed connection configuration.
+ *
+ * A bank feed is native accounting: the graph must already have a chart of
+ * accounts and no live QuickBooks connection. Over OAuth (the hosted
+ * default) the connection is created ``pending_oauth`` and activated by the
+ * callback. ``api_key`` — a personal **read-only** Mercury token — connects
+ * at once without a browser round-trip, but only on deployments that turn
+ * on ``MERCURY_API_KEY_CONNECTIONS_ENABLED`` (self-hosted and local); the
+ * hosted product refuses it.
+ */
+export type MercuryConnectionConfig = {
+    /**
+     * Since Date
+     *
+     * First day of the backfill (ISO 8601). Defaults to 1 January of last year. Incremental syncs never look back before it.
+     */
+    since_date?: string | null;
+    /**
+     * Include Treasury
+     *
+     * Capture treasury-account activity alongside checking/savings.
+     */
+    include_treasury?: boolean;
+    /**
+     * Api Key
+     *
+     * A personal read-only Mercury API token, for deployments that allow the api_key credential mode. Omit to connect over OAuth.
+     */
+    api_key?: string | null;
+};
 /**
  * MetricMechanics
  *
@@ -16619,9 +16659,9 @@ export type UpdateEventBlockRequest = {
     /**
      * Transition To
      *
-     * Status transition. Valid moves depend on current status: captured → committed | voided | superseded; classified → committed | pending | fulfilled | voided | superseded; committed → pending | fulfilled | voided | superseded; pending → fulfilled | voided | superseded; fulfilled → voided | superseded. A retraction (voided, superseded) is final and is refused from any status once the event's ledger rows have posted or it has published to QuickBooks — reverse the posted entries instead. Note: classified and fulfilled are usually set by handlers, not by callers, but the transition is allowed for corrections.
+     * Status transition. Valid moves depend on current status: captured → classified | committed | voided | superseded; classified → committed | pending | fulfilled | voided | superseded; committed → pending | fulfilled | voided | superseded; pending → fulfilled | voided | superseded; fulfilled → voided | superseded. A retraction (voided, superseded) is final and is refused from any status once the event's ledger rows have posted or it has published to QuickBooks — reverse the posted entries instead. captured → classified records an account choice without posting (bank-feed lines: patch classified_element_id, or accept_suggestion: true, in the same call); the later commit fires the handler. Note: classified and fulfilled are otherwise set by handlers, not by callers, but the transition is allowed for corrections.
      */
-    transition_to?: 'committed' | 'pending' | 'fulfilled' | 'voided' | 'superseded' | null;
+    transition_to?: 'classified' | 'committed' | 'pending' | 'fulfilled' | 'voided' | 'superseded' | null;
     /**
      * Superseded By Id
      *
@@ -20303,7 +20343,7 @@ export type ListConnectionsData = {
          *
          * Filter by provider type
          */
-        provider?: 'quickbooks' | 'external' | null;
+        provider?: 'quickbooks' | 'external' | 'mercury' | null;
     };
     url: '/v1/graphs/{graph_id}/connections';
 };

package/sdk/types.gen.ts

@@ -2074,7 +2074,7 @@ export type ConnectionProviderInfo = {
      *
      * Provider identifier
      */
-    provider: 'quickbooks' | 'external';
+    provider: 'quickbooks' | 'external' | 'mercury';
     /**
      * Display Name
      *
@@ -2475,7 +2475,7 @@ export type CreateConnectionRequest = {
      *
      * Connection provider type
      */
-    provider: 'quickbooks' | 'external';
+    provider: 'quickbooks' | 'external' | 'mercury';
     /**
      * Entity Id
      *
@@ -2484,6 +2484,7 @@ export type CreateConnectionRequest = {
     entity_id?: string | null;
     quickbooks_config?: QuickBooksConnectionConfig | null;
     external_config?: ExternalConnectionConfig | null;
+    mercury_config?: MercuryConnectionConfig | null;
 };
 
 /**
@@ -4759,6 +4760,12 @@ export type ElementUpdatePatch = {
     metadata?: {
         [key: string]: unknown;
     } | null;
+    /**
+     * Is Active
+     *
+     * Retire (`false`) or reactivate (`true`) a chart account. Retiring keeps its history and hides it from account pickers and the chart tree, and new line items on it are refused — the way to take an account with activity out of use, since removal needs no facts and no line items.
+     */
+    is_active?: boolean | null;
 };
 
 /**
@@ -8905,6 +8912,40 @@ export type MemoryRecord = {
     updated_at?: string | null;
 };
 
+/**
+ * MercuryConnectionConfig
+ *
+ * Mercury bank-feed connection configuration.
+ *
+ * A bank feed is native accounting: the graph must already have a chart of
+ * accounts and no live QuickBooks connection. Over OAuth (the hosted
+ * default) the connection is created ``pending_oauth`` and activated by the
+ * callback. ``api_key`` — a personal **read-only** Mercury token — connects
+ * at once without a browser round-trip, but only on deployments that turn
+ * on ``MERCURY_API_KEY_CONNECTIONS_ENABLED`` (self-hosted and local); the
+ * hosted product refuses it.
+ */
+export type MercuryConnectionConfig = {
+    /**
+     * Since Date
+     *
+     * First day of the backfill (ISO 8601). Defaults to 1 January of last year. Incremental syncs never look back before it.
+     */
+    since_date?: string | null;
+    /**
+     * Include Treasury
+     *
+     * Capture treasury-account activity alongside checking/savings.
+     */
+    include_treasury?: boolean;
+    /**
+     * Api Key
+     *
+     * A personal read-only Mercury API token, for deployments that allow the api_key credential mode. Omit to connect over OAuth.
+     */
+    api_key?: string | null;
+};
+
 /**
  * MetricMechanics
  *
@@ -17035,9 +17076,9 @@ export type UpdateEventBlockRequest = {
     /**
      * Transition To
      *
-     * Status transition. Valid moves depend on current status: captured → committed | voided | superseded; classified → committed | pending | fulfilled | voided | superseded; committed → pending | fulfilled | voided | superseded; pending → fulfilled | voided | superseded; fulfilled → voided | superseded. A retraction (voided, superseded) is final and is refused from any status once the event's ledger rows have posted or it has published to QuickBooks — reverse the posted entries instead. Note: classified and fulfilled are usually set by handlers, not by callers, but the transition is allowed for corrections.
+     * Status transition. Valid moves depend on current status: captured → classified | committed | voided | superseded; classified → committed | pending | fulfilled | voided | superseded; committed → pending | fulfilled | voided | superseded; pending → fulfilled | voided | superseded; fulfilled → voided | superseded. A retraction (voided, superseded) is final and is refused from any status once the event's ledger rows have posted or it has published to QuickBooks — reverse the posted entries instead. captured → classified records an account choice without posting (bank-feed lines: patch classified_element_id, or accept_suggestion: true, in the same call); the later commit fires the handler. Note: classified and fulfilled are otherwise set by handlers, not by callers, but the transition is allowed for corrections.
      */
-    transition_to?: 'committed' | 'pending' | 'fulfilled' | 'voided' | 'superseded' | null;
+    transition_to?: 'classified' | 'committed' | 'pending' | 'fulfilled' | 'voided' | 'superseded' | null;
     /**
      * Superseded By Id
      *
@@ -21041,7 +21082,7 @@ export type ListConnectionsData = {
          *
          * Filter by provider type
          */
-        provider?: 'quickbooks' | 'external' | null;
+        provider?: 'quickbooks' | 'external' | 'mercury' | null;
     };
     url: '/v1/graphs/{graph_id}/connections';
 };

package/sdk.gen.d.ts

@@ -304,13 +304,13 @@ export declare const getOrgUsage: <ThrowOnError extends boolean = false>(options
 /**
  * Sync Connection
  *
- * QuickBooks: fetches transactions, balances, and chart of accounts; the envelope is `pending` with the run's `task_id`, and completion is reflected in the connection's `last_sync` timestamp. External connections are push-based and have nothing to pull; the envelope is `completed` with a null `task_id` and a message saying so — there is nothing to poll. Returns an `OperationEnvelope`; supports `Idempotency-Key`.
+ * QuickBooks: fetches transactions, balances, and chart of accounts. Mercury: pulls the bank feed (a 60-day window by default, or from `since_date` / the full backfill on `full_rebuild`) and captures it into the inbox. For both the envelope is `pending` with the run's `task_id`, and completion is reflected in the connection's `last_sync` timestamp and `last_sync_result`. External connections are push-based and have nothing to pull; the envelope is `completed` with a null `task_id` and a message saying so — there is nothing to poll. Returns an `OperationEnvelope`; supports `Idempotency-Key`.
  */
 export declare const syncConnection: <ThrowOnError extends boolean = false>(options: Options<SyncConnectionData, ThrowOnError>) => RequestResult<SyncConnectionResponses, SyncConnectionErrors, ThrowOnError>;
 /**
  * List Connection Options
  *
- * Returns available providers and their requirements. Only enabled providers are included (gated by feature flags). QuickBooks requires OAuth 2.0; external connections require no auth.
+ * Returns available providers and their requirements. Only enabled providers are included (gated by feature flags). QuickBooks and Mercury require OAuth 2.0; external connections require no auth.
  */
 export declare const getConnectionOptions: <ThrowOnError extends boolean = false>(options: Options<GetConnectionOptionsData, ThrowOnError>) => RequestResult<GetConnectionOptionsResponses, GetConnectionOptionsErrors, ThrowOnError>;
 /**
@@ -330,7 +330,7 @@ export declare const listConnections: <ThrowOnError extends boolean = false>(opt
 /**
  * Create Connection
  *
- * QuickBooks: returns an OAuth URL — complete the flow to activate. External: registers a source namespace for an integration that writes through the public API. One connection allowed per provider per graph, except 'external' which allows one per source_name.
+ * QuickBooks and Mercury: returns a pending connection — complete the OAuth flow to activate (Mercury may instead connect at once with a personal API token where the deployment allows it). External: registers a source namespace for an integration that writes through the public API. One connection allowed per provider per graph, except 'external' which allows one per source_name. A bank feed (Mercury) is refused (409) beside a live QuickBooks connection or on a graph with no chart of accounts.
  */
 export declare const createConnection: <ThrowOnError extends boolean = false>(options: Options<CreateConnectionData, ThrowOnError>) => RequestResult<CreateConnectionResponses, CreateConnectionErrors, ThrowOnError>;
 /**
@@ -846,7 +846,7 @@ export declare const initializeChartOfAccounts: <ThrowOnError extends boolean =
 /**
  * Update Taxonomy Block
  *
- * Incrementally mutate a taxonomy block via typed delta lists (elements/structures/associations/rules to add, update, remove). Dispatches by the target taxonomy's stored `taxonomy_type`. Library-origin block types (`reporting_standard`) surface 501. `reporting_extension` / `custom_ontology` authoring may be disabled per environment (TAXONOMY_AUTHORING_ENABLED) — disabled surfaces 403.
+ * Incrementally mutate a taxonomy block via typed delta lists (elements/structures/associations/rules to add, update, remove). Dispatches by the target taxonomy's stored `taxonomy_type`. For a chart of accounts: add, rename and reclassify accounts freely; an account with facts or line items is never removed — retire it with `elements_to_update[].is_active=false` (history stays, new postings are refused, pickers hide it; `true` reactivates). Removal and whole-chart delete work only with no activity. Library-origin block types (`reporting_standard`) surface 501. `reporting_extension` / `custom_ontology` authoring may be disabled per environment (TAXONOMY_AUTHORING_ENABLED) — disabled surfaces 403.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */
@@ -982,7 +982,7 @@ export declare const createEventBlock: <ThrowOnError extends boolean = false>(op
 /**
  * Update Event Block
  *
- * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
+ * Apply a status transition (captured → classified | committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. captured → classified records an account choice without posting — for a bank-feed line, patch metadata.classified_element_id (or accept_suggestion: true) in the same call. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; a bank-feed line with no account chosen and no matching rule is refused. Errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */
@@ -1038,7 +1038,7 @@ export declare const resolveReconcilingItem: <ThrowOnError extends boolean = fal
 /**
  * Update Journal Entry
  *
- * Update a draft journal entry. Posted entries are immutable and must be corrected via `create-event-block(event_type='journal_entry_reversed')`. If line_items is provided, existing line items are replaced atomically and the new set must balance.
+ * Update a draft journal entry. Posted entries are immutable and must be corrected via `create-event-block(event_type='journal_entry_reversed')`. If line_items is provided, existing line items are replaced atomically, the new set must balance, and a line on a retired (`is_active=false`) account is refused.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */

package/sdk.gen.js

@@ -584,7 +584,7 @@ exports.getOrgUsage = getOrgUsage;
 /**
  * Sync Connection
  *
- * QuickBooks: fetches transactions, balances, and chart of accounts; the envelope is `pending` with the run's `task_id`, and completion is reflected in the connection's `last_sync` timestamp. External connections are push-based and have nothing to pull; the envelope is `completed` with a null `task_id` and a message saying so — there is nothing to poll. Returns an `OperationEnvelope`; supports `Idempotency-Key`.
+ * QuickBooks: fetches transactions, balances, and chart of accounts. Mercury: pulls the bank feed (a 60-day window by default, or from `since_date` / the full backfill on `full_rebuild`) and captures it into the inbox. For both the envelope is `pending` with the run's `task_id`, and completion is reflected in the connection's `last_sync` timestamp and `last_sync_result`. External connections are push-based and have nothing to pull; the envelope is `completed` with a null `task_id` and a message saying so — there is nothing to poll. Returns an `OperationEnvelope`; supports `Idempotency-Key`.
  */
 const syncConnection = (options) => (options.client ?? client_gen_1.client).post({
     security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
@@ -599,7 +599,7 @@ exports.syncConnection = syncConnection;
 /**
  * List Connection Options
  *
- * Returns available providers and their requirements. Only enabled providers are included (gated by feature flags). QuickBooks requires OAuth 2.0; external connections require no auth.
+ * Returns available providers and their requirements. Only enabled providers are included (gated by feature flags). QuickBooks and Mercury require OAuth 2.0; external connections require no auth.
  */
 const getConnectionOptions = (options) => (options.client ?? client_gen_1.client).get({
     security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
@@ -647,7 +647,7 @@ exports.listConnections = listConnections;
 /**
  * Create Connection
  *
- * QuickBooks: returns an OAuth URL — complete the flow to activate. External: registers a source namespace for an integration that writes through the public API. One connection allowed per provider per graph, except 'external' which allows one per source_name.
+ * QuickBooks and Mercury: returns a pending connection — complete the OAuth flow to activate (Mercury may instead connect at once with a personal API token where the deployment allows it). External: registers a source namespace for an integration that writes through the public API. One connection allowed per provider per graph, except 'external' which allows one per source_name. A bank feed (Mercury) is refused (409) beside a live QuickBooks connection or on a graph with no chart of accounts.
  */
 const createConnection = (options) => (options.client ?? client_gen_1.client).post({
     security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
@@ -1736,7 +1736,7 @@ exports.initializeChartOfAccounts = initializeChartOfAccounts;
 /**
  * Update Taxonomy Block
  *
- * Incrementally mutate a taxonomy block via typed delta lists (elements/structures/associations/rules to add, update, remove). Dispatches by the target taxonomy's stored `taxonomy_type`. Library-origin block types (`reporting_standard`) surface 501. `reporting_extension` / `custom_ontology` authoring may be disabled per environment (TAXONOMY_AUTHORING_ENABLED) — disabled surfaces 403.
+ * Incrementally mutate a taxonomy block via typed delta lists (elements/structures/associations/rules to add, update, remove). Dispatches by the target taxonomy's stored `taxonomy_type`. For a chart of accounts: add, rename and reclassify accounts freely; an account with facts or line items is never removed — retire it with `elements_to_update[].is_active=false` (history stays, new postings are refused, pickers hide it; `true` reactivates). Removal and whole-chart delete work only with no activity. Library-origin block types (`reporting_standard`) surface 501. `reporting_extension` / `custom_ontology` authoring may be disabled per environment (TAXONOMY_AUTHORING_ENABLED) — disabled surfaces 403.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */
@@ -2025,7 +2025,7 @@ exports.createEventBlock = createEventBlock;
 /**
  * Update Event Block
  *
- * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
+ * Apply a status transition (captured → classified | committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. captured → classified records an account choice without posting — for a bank-feed line, patch metadata.classified_element_id (or accept_suggestion: true) in the same call. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; a bank-feed line with no account chosen and no matching rule is refused. Errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */
@@ -2144,7 +2144,7 @@ exports.resolveReconcilingItem = resolveReconcilingItem;
 /**
  * Update Journal Entry
  *
- * Update a draft journal entry. Posted entries are immutable and must be corrected via `create-event-block(event_type='journal_entry_reversed')`. If line_items is provided, existing line items are replaced atomically and the new set must balance.
+ * Update a draft journal entry. Posted entries are immutable and must be corrected via `create-event-block(event_type='journal_entry_reversed')`. If line_items is provided, existing line items are replaced atomically, the new set must balance, and a line on a retired (`is_active=false`) account is refused.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */

package/sdk.gen.ts

@@ -596,7 +596,7 @@ export const getOrgUsage = <ThrowOnError extends boolean = false>(options: Optio
 /**
  * Sync Connection
  *
- * QuickBooks: fetches transactions, balances, and chart of accounts; the envelope is `pending` with the run's `task_id`, and completion is reflected in the connection's `last_sync` timestamp. External connections are push-based and have nothing to pull; the envelope is `completed` with a null `task_id` and a message saying so — there is nothing to poll. Returns an `OperationEnvelope`; supports `Idempotency-Key`.
+ * QuickBooks: fetches transactions, balances, and chart of accounts. Mercury: pulls the bank feed (a 60-day window by default, or from `since_date` / the full backfill on `full_rebuild`) and captures it into the inbox. For both the envelope is `pending` with the run's `task_id`, and completion is reflected in the connection's `last_sync` timestamp and `last_sync_result`. External connections are push-based and have nothing to pull; the envelope is `completed` with a null `task_id` and a message saying so — there is nothing to poll. Returns an `OperationEnvelope`; supports `Idempotency-Key`.
  */
 export const syncConnection = <ThrowOnError extends boolean = false>(options: Options<SyncConnectionData, ThrowOnError>): RequestResult<SyncConnectionResponses, SyncConnectionErrors, ThrowOnError> => (options.client ?? client).post<SyncConnectionResponses, SyncConnectionErrors, ThrowOnError>({
     security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
@@ -611,7 +611,7 @@ export const syncConnection = <ThrowOnError extends boolean = false>(options: Op
 /**
  * List Connection Options
  *
- * Returns available providers and their requirements. Only enabled providers are included (gated by feature flags). QuickBooks requires OAuth 2.0; external connections require no auth.
+ * Returns available providers and their requirements. Only enabled providers are included (gated by feature flags). QuickBooks and Mercury require OAuth 2.0; external connections require no auth.
  */
 export const getConnectionOptions = <ThrowOnError extends boolean = false>(options: Options<GetConnectionOptionsData, ThrowOnError>): RequestResult<GetConnectionOptionsResponses, GetConnectionOptionsErrors, ThrowOnError> => (options.client ?? client).get<GetConnectionOptionsResponses, GetConnectionOptionsErrors, ThrowOnError>({
     security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
@@ -659,7 +659,7 @@ export const listConnections = <ThrowOnError extends boolean = false>(options: O
 /**
  * Create Connection
  *
- * QuickBooks: returns an OAuth URL — complete the flow to activate. External: registers a source namespace for an integration that writes through the public API. One connection allowed per provider per graph, except 'external' which allows one per source_name.
+ * QuickBooks and Mercury: returns a pending connection — complete the OAuth flow to activate (Mercury may instead connect at once with a personal API token where the deployment allows it). External: registers a source namespace for an integration that writes through the public API. One connection allowed per provider per graph, except 'external' which allows one per source_name. A bank feed (Mercury) is refused (409) beside a live QuickBooks connection or on a graph with no chart of accounts.
  */
 export const createConnection = <ThrowOnError extends boolean = false>(options: Options<CreateConnectionData, ThrowOnError>): RequestResult<CreateConnectionResponses, CreateConnectionErrors, ThrowOnError> => (options.client ?? client).post<CreateConnectionResponses, CreateConnectionErrors, ThrowOnError>({
     security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
@@ -1748,7 +1748,7 @@ export const initializeChartOfAccounts = <ThrowOnError extends boolean = false>(
 /**
  * Update Taxonomy Block
  *
- * Incrementally mutate a taxonomy block via typed delta lists (elements/structures/associations/rules to add, update, remove). Dispatches by the target taxonomy's stored `taxonomy_type`. Library-origin block types (`reporting_standard`) surface 501. `reporting_extension` / `custom_ontology` authoring may be disabled per environment (TAXONOMY_AUTHORING_ENABLED) — disabled surfaces 403.
+ * Incrementally mutate a taxonomy block via typed delta lists (elements/structures/associations/rules to add, update, remove). Dispatches by the target taxonomy's stored `taxonomy_type`. For a chart of accounts: add, rename and reclassify accounts freely; an account with facts or line items is never removed — retire it with `elements_to_update[].is_active=false` (history stays, new postings are refused, pickers hide it; `true` reactivates). Removal and whole-chart delete work only with no activity. Library-origin block types (`reporting_standard`) surface 501. `reporting_extension` / `custom_ontology` authoring may be disabled per environment (TAXONOMY_AUTHORING_ENABLED) — disabled surfaces 403.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */
@@ -2037,7 +2037,7 @@ export const createEventBlock = <ThrowOnError extends boolean = false>(options:
 /**
  * Update Event Block
  *
- * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
+ * Apply a status transition (captured → classified | committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. captured → classified records an account choice without posting — for a bank-feed line, patch metadata.classified_element_id (or accept_suggestion: true) in the same call. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; a bank-feed line with no account chosen and no matching rule is refused. Errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */
@@ -2156,7 +2156,7 @@ export const resolveReconcilingItem = <ThrowOnError extends boolean = false>(opt
 /**
  * Update Journal Entry
  *
- * Update a draft journal entry. Posted entries are immutable and must be corrected via `create-event-block(event_type='journal_entry_reversed')`. If line_items is provided, existing line items are replaced atomically and the new set must balance.
+ * Update a draft journal entry. Posted entries are immutable and must be corrected via `create-event-block(event_type='journal_entry_reversed')`. If line_items is provided, existing line items are replaced atomically, the new set must balance, and a line on a retired (`is_active=false`) account is refused.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */

package/types.gen.d.ts

@@ -2018,7 +2018,7 @@ export type ConnectionProviderInfo = {
      *
      * Provider identifier
      */
-    provider: 'quickbooks' | 'external';
+    provider: 'quickbooks' | 'external' | 'mercury';
     /**
      * Display Name
      *
@@ -2411,7 +2411,7 @@ export type CreateConnectionRequest = {
      *
      * Connection provider type
      */
-    provider: 'quickbooks' | 'external';
+    provider: 'quickbooks' | 'external' | 'mercury';
     /**
      * Entity Id
      *
@@ -2420,6 +2420,7 @@ export type CreateConnectionRequest = {
     entity_id?: string | null;
     quickbooks_config?: QuickBooksConnectionConfig | null;
     external_config?: ExternalConnectionConfig | null;
+    mercury_config?: MercuryConnectionConfig | null;
 };
 /**
  * CreateEventBlockRequest
@@ -4639,6 +4640,12 @@ export type ElementUpdatePatch = {
     metadata?: {
         [key: string]: unknown;
     } | null;
+    /**
+     * Is Active
+     *
+     * Retire (`false`) or reactivate (`true`) a chart account. Retiring keeps its history and hides it from account pickers and the chart tree, and new line items on it are refused — the way to take an account with activity out of use, since removal needs no facts and no line items.
+     */
+    is_active?: boolean | null;
 };
 /**
  * EmailVerificationRequest
@@ -8697,6 +8704,39 @@ export type MemoryRecord = {
      */
     updated_at?: string | null;
 };
+/**
+ * MercuryConnectionConfig
+ *
+ * Mercury bank-feed connection configuration.
+ *
+ * A bank feed is native accounting: the graph must already have a chart of
+ * accounts and no live QuickBooks connection. Over OAuth (the hosted
+ * default) the connection is created ``pending_oauth`` and activated by the
+ * callback. ``api_key`` — a personal **read-only** Mercury token — connects
+ * at once without a browser round-trip, but only on deployments that turn
+ * on ``MERCURY_API_KEY_CONNECTIONS_ENABLED`` (self-hosted and local); the
+ * hosted product refuses it.
+ */
+export type MercuryConnectionConfig = {
+    /**
+     * Since Date
+     *
+     * First day of the backfill (ISO 8601). Defaults to 1 January of last year. Incremental syncs never look back before it.
+     */
+    since_date?: string | null;
+    /**
+     * Include Treasury
+     *
+     * Capture treasury-account activity alongside checking/savings.
+     */
+    include_treasury?: boolean;
+    /**
+     * Api Key
+     *
+     * A personal read-only Mercury API token, for deployments that allow the api_key credential mode. Omit to connect over OAuth.
+     */
+    api_key?: string | null;
+};
 /**
  * MetricMechanics
  *
@@ -16619,9 +16659,9 @@ export type UpdateEventBlockRequest = {
     /**
      * Transition To
      *
-     * Status transition. Valid moves depend on current status: captured → committed | voided | superseded; classified → committed | pending | fulfilled | voided | superseded; committed → pending | fulfilled | voided | superseded; pending → fulfilled | voided | superseded; fulfilled → voided | superseded. A retraction (voided, superseded) is final and is refused from any status once the event's ledger rows have posted or it has published to QuickBooks — reverse the posted entries instead. Note: classified and fulfilled are usually set by handlers, not by callers, but the transition is allowed for corrections.
+     * Status transition. Valid moves depend on current status: captured → classified | committed | voided | superseded; classified → committed | pending | fulfilled | voided | superseded; committed → pending | fulfilled | voided | superseded; pending → fulfilled | voided | superseded; fulfilled → voided | superseded. A retraction (voided, superseded) is final and is refused from any status once the event's ledger rows have posted or it has published to QuickBooks — reverse the posted entries instead. captured → classified records an account choice without posting (bank-feed lines: patch classified_element_id, or accept_suggestion: true, in the same call); the later commit fires the handler. Note: classified and fulfilled are otherwise set by handlers, not by callers, but the transition is allowed for corrections.
      */
-    transition_to?: 'committed' | 'pending' | 'fulfilled' | 'voided' | 'superseded' | null;
+    transition_to?: 'classified' | 'committed' | 'pending' | 'fulfilled' | 'voided' | 'superseded' | null;
     /**
      * Superseded By Id
      *
@@ -20303,7 +20343,7 @@ export type ListConnectionsData = {
          *
          * Filter by provider type
          */
-        provider?: 'quickbooks' | 'external' | null;
+        provider?: 'quickbooks' | 'external' | 'mercury' | null;
     };
     url: '/v1/graphs/{graph_id}/connections';
 };