acumatica-cli 0.15.0__tar.gz → 0.15.2__tar.gz

{acumatica_cli-0.15.0 → acumatica_cli-0.15.2}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: acumatica-cli
-Version: 0.15.0
+Version: 0.15.2
 Summary: Acumatica ERP Config-as-Code: tenant provisioning, baseline config, and reference data
 Author: Konstantin Borovik
 Author-email: Konstantin Borovik <kb@lab5.ca>
@@ -108,7 +108,8 @@ Run `acu <command> --help` for details on any command.
 ## The data repo
 
 Your configuration lives in its own git repo.
-`acu config init` scaffolds a **single full seed** under `config/` (Bootstrap `project.xml` at `Bootstrap/1.0.0`, expanded COA, masters) plus lifecycle `scenario/`, observer `config/views/`, and README. There is no `--flavor`.
+`acu config init` scaffolds a **single full seed** under `config/` (Bootstrap `project.xml` at `Bootstrap/1.0.0`, expanded COA, masters) plus lifecycle `scenario/`, observer `config/views/`, and README.
+There is no `--flavor`.
 
 | Path | What it holds |
 | ---- | ------------- |
@@ -129,7 +130,10 @@ The scaffolded `.gitignore` keeps `.env` out of git — store it encrypted (for
 Commit `target.yaml` with the seeds so every clone knows the verified ERP line and Default API generation.
 
 Seed YAML is state: `apply` upserts it, `diff` proves it.
-`acu extract` is the inverse of `apply`: GET live tenant rows into seed YAML under `config/{bootstrap,baseline,setup,master}/` (hard-cut). Packaged `seed_catalog.yaml` is the sole extract registry (entity, endpoint, keys, file, strip/include, filter-split); the demo entity map in [docs/demo-seed.md](docs/demo-seed.md) mirrors those catalog paths. Features synthesize to `config/bootstrap/features.yaml`. Existing files skip unless `--force`; empty live sets skip; row failures continue (exit 1 only if any row failed — drift stays with `diff`).
+`acu extract` is the inverse of `apply`: GET live tenant rows into seed YAML under `config/{bootstrap,baseline,setup,master}/` (hard-cut).
+Packaged `seed_catalog.yaml` is the sole extract registry (entity, endpoint, keys, file, strip/include, filter-split); the demo entity map in [docs/demo-seed.md](docs/demo-seed.md) mirrors those catalog paths.
+Features synthesize to `config/bootstrap/features.yaml`.
+Existing files skip unless `--force`; empty live sets skip; row failures continue (exit 1 only if any row failed — drift stays with `diff`).
 
 ```sh
 acu --tenant DEV extract --out . --force   # refresh config/** from live tenant
@@ -138,15 +142,24 @@ acu --tenant DEV apply config/             # replay extracted seed
 acu --tenant DEV diff config/              # expect exit 0
 ```
 
-**Migration (T115–T120 extract hard-cut):** extract no longer writes root `bootstrap/` / `baseline/` / `setup/` / `master/`. Paths are always `config/…`. There is no `--layout`. Move any root-layout extract output under `config/`, or re-extract into a modern data repo. Catalog rename: `extract_manifest.yaml` becomes `seed_catalog.yaml` (package data only; operators do not author it).
+**Migration (T115–T120 extract hard-cut):** extract no longer writes root `bootstrap/` / `baseline/` / `setup/` / `master/`.
+Paths are always `config/…`.
+There is no `--layout`.
+Move any root-layout extract output under `config/`, or re-extract into a modern data repo.
+Catalog rename: `extract_manifest.yaml` becomes `seed_catalog.yaml` (package data only; operators do not author it).
 
 Scenario YAML is different — it describes transactions that flow forward (not extractable seed).
 `acu run` executes each step in order (`put`, `action`, `wait`, `get`), captures server-assigned document numbers into `${var}` references for later steps, and checks `expect:` assertions as deltas against a pre-run snapshot, so additive scenarios re-run safely on a warm tenant.
 `once: true` scenarios declare a `present` inquire-absolute gate; when the probe already holds, the CLI prints `skip <path> (once: already present)` and runs neither steps nor expects (Owner Capital does not restack).
 
-`acu state` is the third observation path: it captures live derived state (balances) into `state/` for git review. It is not `extract` (config seed) and not `diff` (desired vs actual config). Packaged golden is trial-balance via contract `inquire:` (`EndingBalance` fixed-point); inventory-summary is not golden this pass. `gi:` stays optional when a GI is V12-verified and **Expose via OData** is on (`params` fail-closed vs `$metadata`). After a cold `acu run scenario/ && acu state`, warm `acu run scenario/10-seed-capital.yaml && acu state --assert-unchanged` is the once-class gate (full scenario re-run is additive and moves cash observations on the TB).
+`acu state` is the third observation path: it captures live derived state (balances) into `state/` for git review.
+It is not `extract` (config seed) and not `diff` (desired vs actual config).
+Packaged golden is trial-balance via contract `inquire:` (`EndingBalance` fixed-point); inventory-summary is not golden this pass. `gi:` stays optional when a GI is V12-verified and **Expose via OData** is on (`params` fail-closed vs `$metadata`).
+After a cold `acu run scenario/ && acu state`, warm `acu run scenario/10-seed-capital.yaml && acu state --assert-unchanged` is the once-class gate (full scenario re-run is additive and moves cash observations on the TB).
 
-**Migration (T112–T114 hard-cut):** CLI verb is `state` only (no `snapshot` alias). Bare defaults are `config/views/` (views) and `state/` (observations). Prior `config/snapshot/` and root `snapshot/` / `snapshots/` are not fallbacks — move views to `config/views/` or pass explicit path args.
+**Migration (T112–T114 hard-cut):** CLI verb is `state` only (no `snapshot` alias).
+Bare defaults are `config/views/` (views) and `state/` (observations).
+Prior `config/snapshot/` and root `snapshot/` / `snapshots/` are not fallbacks — move views to `config/views/` or pass explicit path args.
 
 ### Seed `endpoint:` symbols
 
@@ -169,7 +182,8 @@ Requires Python 3.14 or newer.
 uv tool install acumatica-cli
 ```
 
-`pipx install acumatica-cli` and `pip install acumatica-cli` work too. For the latest development version straight from the main branch:
+`pipx install acumatica-cli` and `pip install acumatica-cli` work too.
+For the latest development version straight from the main branch:
 
 ```sh
 uv tool install git+https://github.com/kborovik/acumatica-cli.git
@@ -237,10 +251,13 @@ On a hosted instance, publish AcuBootstrap with `acu bootstrap`, then seed with
 
 ## SSH setup (control plane)
 
-`acu tenant` runs commands on the Windows guest through plain `ssh`. Two things about this setup are not obvious, and both are hard requirements.
+`acu tenant` runs commands on the Windows guest through plain `ssh`.
+Two things about this setup are not obvious, and both are hard requirements.
 
-**1. The default SSH shell on the Windows guest must be PowerShell.**
-`acu` sends PowerShell syntax over the wire, and every one of those commands fails under `cmd.exe`, the Windows OpenSSH default. Switch it once, in an elevated PowerShell on the guest:
+**1.
+The default SSH shell on the Windows guest must be PowerShell.**
+`acu` sends PowerShell syntax over the wire, and every one of those commands fails under `cmd.exe`, the Windows OpenSSH default.
+Switch it once, in an elevated PowerShell on the guest:
 
 ```powershell
 New-ItemProperty -Path "HKLM:\SOFTWARE\OpenSSH" -Name DefaultShell `
@@ -248,9 +265,11 @@ New-ItemProperty -Path "HKLM:\SOFTWARE\OpenSSH" -Name DefaultShell `
   -PropertyType String -Force
 ```
 
-**2. Authentication must be key-based and non-interactive.**
+**2.
+Authentication must be key-based and non-interactive.**
 `acu` connects with `BatchMode=yes`, so it will never answer a password prompt.
-Because the default user is `Administrator` (an administrators-group member), Windows OpenSSH reads the key from the *machine-wide* file `C:\ProgramData\ssh\administrators_authorized_keys` — **not** from `~\.ssh\authorized_keys` like on Linux. On the guest:
+Because the default user is `Administrator` (an administrators-group member), Windows OpenSSH reads the key from the *machine-wide* file `C:\ProgramData\ssh\administrators_authorized_keys` — **not** from `~\.ssh\authorized_keys` like on Linux.
+On the guest:
 
 Install + start the server (once):
 

{acumatica_cli-0.15.0 → acumatica_cli-0.15.2}/README.md

@@ -90,7 +90,8 @@ Run `acu <command> --help` for details on any command.
 ## The data repo
 
 Your configuration lives in its own git repo.
-`acu config init` scaffolds a **single full seed** under `config/` (Bootstrap `project.xml` at `Bootstrap/1.0.0`, expanded COA, masters) plus lifecycle `scenario/`, observer `config/views/`, and README. There is no `--flavor`.
+`acu config init` scaffolds a **single full seed** under `config/` (Bootstrap `project.xml` at `Bootstrap/1.0.0`, expanded COA, masters) plus lifecycle `scenario/`, observer `config/views/`, and README.
+There is no `--flavor`.
 
 | Path | What it holds |
 | ---- | ------------- |
@@ -111,7 +112,10 @@ The scaffolded `.gitignore` keeps `.env` out of git — store it encrypted (for
 Commit `target.yaml` with the seeds so every clone knows the verified ERP line and Default API generation.
 
 Seed YAML is state: `apply` upserts it, `diff` proves it.
-`acu extract` is the inverse of `apply`: GET live tenant rows into seed YAML under `config/{bootstrap,baseline,setup,master}/` (hard-cut). Packaged `seed_catalog.yaml` is the sole extract registry (entity, endpoint, keys, file, strip/include, filter-split); the demo entity map in [docs/demo-seed.md](docs/demo-seed.md) mirrors those catalog paths. Features synthesize to `config/bootstrap/features.yaml`. Existing files skip unless `--force`; empty live sets skip; row failures continue (exit 1 only if any row failed — drift stays with `diff`).
+`acu extract` is the inverse of `apply`: GET live tenant rows into seed YAML under `config/{bootstrap,baseline,setup,master}/` (hard-cut).
+Packaged `seed_catalog.yaml` is the sole extract registry (entity, endpoint, keys, file, strip/include, filter-split); the demo entity map in [docs/demo-seed.md](docs/demo-seed.md) mirrors those catalog paths.
+Features synthesize to `config/bootstrap/features.yaml`.
+Existing files skip unless `--force`; empty live sets skip; row failures continue (exit 1 only if any row failed — drift stays with `diff`).
 
 ```sh
 acu --tenant DEV extract --out . --force   # refresh config/** from live tenant
@@ -120,15 +124,24 @@ acu --tenant DEV apply config/             # replay extracted seed
 acu --tenant DEV diff config/              # expect exit 0
 ```
 
-**Migration (T115–T120 extract hard-cut):** extract no longer writes root `bootstrap/` / `baseline/` / `setup/` / `master/`. Paths are always `config/…`. There is no `--layout`. Move any root-layout extract output under `config/`, or re-extract into a modern data repo. Catalog rename: `extract_manifest.yaml` becomes `seed_catalog.yaml` (package data only; operators do not author it).
+**Migration (T115–T120 extract hard-cut):** extract no longer writes root `bootstrap/` / `baseline/` / `setup/` / `master/`.
+Paths are always `config/…`.
+There is no `--layout`.
+Move any root-layout extract output under `config/`, or re-extract into a modern data repo.
+Catalog rename: `extract_manifest.yaml` becomes `seed_catalog.yaml` (package data only; operators do not author it).
 
 Scenario YAML is different — it describes transactions that flow forward (not extractable seed).
 `acu run` executes each step in order (`put`, `action`, `wait`, `get`), captures server-assigned document numbers into `${var}` references for later steps, and checks `expect:` assertions as deltas against a pre-run snapshot, so additive scenarios re-run safely on a warm tenant.
 `once: true` scenarios declare a `present` inquire-absolute gate; when the probe already holds, the CLI prints `skip <path> (once: already present)` and runs neither steps nor expects (Owner Capital does not restack).
 
-`acu state` is the third observation path: it captures live derived state (balances) into `state/` for git review. It is not `extract` (config seed) and not `diff` (desired vs actual config). Packaged golden is trial-balance via contract `inquire:` (`EndingBalance` fixed-point); inventory-summary is not golden this pass. `gi:` stays optional when a GI is V12-verified and **Expose via OData** is on (`params` fail-closed vs `$metadata`). After a cold `acu run scenario/ && acu state`, warm `acu run scenario/10-seed-capital.yaml && acu state --assert-unchanged` is the once-class gate (full scenario re-run is additive and moves cash observations on the TB).
+`acu state` is the third observation path: it captures live derived state (balances) into `state/` for git review.
+It is not `extract` (config seed) and not `diff` (desired vs actual config).
+Packaged golden is trial-balance via contract `inquire:` (`EndingBalance` fixed-point); inventory-summary is not golden this pass. `gi:` stays optional when a GI is V12-verified and **Expose via OData** is on (`params` fail-closed vs `$metadata`).
+After a cold `acu run scenario/ && acu state`, warm `acu run scenario/10-seed-capital.yaml && acu state --assert-unchanged` is the once-class gate (full scenario re-run is additive and moves cash observations on the TB).
 
-**Migration (T112–T114 hard-cut):** CLI verb is `state` only (no `snapshot` alias). Bare defaults are `config/views/` (views) and `state/` (observations). Prior `config/snapshot/` and root `snapshot/` / `snapshots/` are not fallbacks — move views to `config/views/` or pass explicit path args.
+**Migration (T112–T114 hard-cut):** CLI verb is `state` only (no `snapshot` alias).
+Bare defaults are `config/views/` (views) and `state/` (observations).
+Prior `config/snapshot/` and root `snapshot/` / `snapshots/` are not fallbacks — move views to `config/views/` or pass explicit path args.
 
 ### Seed `endpoint:` symbols
 
@@ -151,7 +164,8 @@ Requires Python 3.14 or newer.
 uv tool install acumatica-cli
 ```
 
-`pipx install acumatica-cli` and `pip install acumatica-cli` work too. For the latest development version straight from the main branch:
+`pipx install acumatica-cli` and `pip install acumatica-cli` work too.
+For the latest development version straight from the main branch:
 
 ```sh
 uv tool install git+https://github.com/kborovik/acumatica-cli.git
@@ -219,10 +233,13 @@ On a hosted instance, publish AcuBootstrap with `acu bootstrap`, then seed with
 
 ## SSH setup (control plane)
 
-`acu tenant` runs commands on the Windows guest through plain `ssh`. Two things about this setup are not obvious, and both are hard requirements.
+`acu tenant` runs commands on the Windows guest through plain `ssh`.
+Two things about this setup are not obvious, and both are hard requirements.
 
-**1. The default SSH shell on the Windows guest must be PowerShell.**
-`acu` sends PowerShell syntax over the wire, and every one of those commands fails under `cmd.exe`, the Windows OpenSSH default. Switch it once, in an elevated PowerShell on the guest:
+**1.
+The default SSH shell on the Windows guest must be PowerShell.**
+`acu` sends PowerShell syntax over the wire, and every one of those commands fails under `cmd.exe`, the Windows OpenSSH default.
+Switch it once, in an elevated PowerShell on the guest:
 
 ```powershell
 New-ItemProperty -Path "HKLM:\SOFTWARE\OpenSSH" -Name DefaultShell `
@@ -230,9 +247,11 @@ New-ItemProperty -Path "HKLM:\SOFTWARE\OpenSSH" -Name DefaultShell `
   -PropertyType String -Force
 ```
 
-**2. Authentication must be key-based and non-interactive.**
+**2.
+Authentication must be key-based and non-interactive.**
 `acu` connects with `BatchMode=yes`, so it will never answer a password prompt.
-Because the default user is `Administrator` (an administrators-group member), Windows OpenSSH reads the key from the *machine-wide* file `C:\ProgramData\ssh\administrators_authorized_keys` — **not** from `~\.ssh\authorized_keys` like on Linux. On the guest:
+Because the default user is `Administrator` (an administrators-group member), Windows OpenSSH reads the key from the *machine-wide* file `C:\ProgramData\ssh\administrators_authorized_keys` — **not** from `~\.ssh\authorized_keys` like on Linux.
+On the guest:
 
 Install + start the server (once):
 

{acumatica_cli-0.15.0 → acumatica_cli-0.15.2}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "acumatica-cli"
-version = "0.15.0"
+version = "0.15.2"
 description = "Acumatica ERP Config-as-Code: tenant provisioning, baseline config, and reference data"
 authors = [{ name = "Konstantin Borovik", email = "kb@lab5.ca" }]
 license = "PolyForm-Noncommercial-1.0.0"

{acumatica_cli-0.15.0 → acumatica_cli-0.15.2}/src/acumatica_cli/extract.py

@@ -509,6 +509,11 @@ class _Extraction:
         """The --only filter: row name (entity or kind) or file stem."""
         return not self.only or name in self.only or Path(file).stem in self.only
 
+    def _progress(self, target: Path, name: str) -> None:
+        """Per-row progress banner matching apply/diff (V9 / I.cmd extract)."""
+        inst = self.client.instance
+        output.data(f"{target} -> {inst.tenant} on {inst.base_url} ({name})")
+
     def _skip(self, target: Path, reason: str) -> None:
         """Report one clean per-file skip and tally it."""
         output.data(f"skip {target} ({reason})")
@@ -553,6 +558,8 @@ class _Extraction:
             if not self._selected(spec.entity, spec.file):
                 continue
             target = self.out_dir / spec.file
+            # Banner before any outcome (write/skip/would write) — apply shape
+            self._progress(target, spec.entity)
             if self._skip_existing(target):
                 continue
             # Hybrid contract (T69/T81): a bootstrap-endpoint row for an
@@ -584,6 +591,7 @@ class _Extraction:
             if not self._selected(synth.kind, synth.file):
                 continue
             target = self.out_dir / synth.file
+            self._progress(target, synth.kind)
             if self._skip_existing(target):
                 continue
             synthesize, skip_reason = SYNTHESIZERS[synth.kind]
@@ -614,6 +622,7 @@ class _Extraction:
         if not self._selected("features", FEATURES_FILE):
             return
         target = self.out_dir / FEATURES_FILE
+        self._progress(target, "features")
         if self._skip_existing(target):
             return
         gates = [

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/baseline/10-subaccounts.yaml

@@ -0,0 +1,7 @@
+entity: Subaccount
+key: SubaccountCD
+records:
+- Active: true
+  Description: Default
+  Secured: false
+  SubaccountCD: '000000'

{acumatica_cli-0.15.0 → acumatica_cli-0.15.2}/src/acumatica_cli/templates/config/baseline/20-accounts.yaml

@@ -1,21 +1,3 @@
-# Chart of accounts (GL202500), designed for LAB5 Electronics Inc. (lab5.ca demo tenant seed) - 23 accounts covering GL foundation plus the
-# AP/AR/IN/SO/PO posting resolution the buy-build-sell scenario needs.
-# Field shape live-verified on 26.101.0225 by the earlier SalesDemo
-# replay (T24). Stripped per that work: internal AccountID, AccountClass
-# (no Default-endpoint entity), AccountGroup (PM - absent on a fresh
-# tenant, PUT 422s), RevaluationRateType, and the server-derived
-# ChartOfAccountsOrder + CashAccount (PUT-tolerated but the server keeps
-# its own derivation, so any sourced value diffs dirty forever - B11).
-# CurrencyID only on denominated cash accounts (the SalesDemo extract
-# carried it on 11 cash accounts only). Equity accounts are Type:
-# Liability - the Account.Type list has no Equity value.
-#
-# APPLY ORDER (dir expansion sorts *.yaml alphabetically; numbered
-# prefixes encode order): after 10-subaccounts.yaml; before
-# 32-gl-preferences.yaml, which references 32000/33000 below. FX
-# gain/loss accounts (83xxx/84000) intentionally absent - USD-only
-# tenant; add them only if AR/AP release proves to need a financial
-# currency row (plan risk R4).
 entity: Account
 key: AccountCD
 records:

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/baseline/40-ledger.yaml

@@ -0,0 +1,6 @@
+entity: Ledger
+key: LedgerID
+records:
+- LedgerID: ACTUAL
+  Description: Actual Ledger
+  Type: Actual

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/baseline/50-gl-preferences.yaml

@@ -0,0 +1,6 @@
+entity: GLPreferences
+key: RetEarnAccountID
+endpoint: bootstrap
+records:
+- RetEarnAccountID: '32000'
+  YtdNetIncAccountID: '33000'

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/baseline/60-ledger-company.yaml

@@ -0,0 +1,6 @@
+entity: LedgerCompany
+key: [LedgerCD, OrganizationID]
+endpoint: bootstrap
+records:
+- LedgerCD: ACTUAL
+  OrganizationID: LAB5

{acumatica_cli-0.15.0 → acumatica_cli-0.15.2}/src/acumatica_cli/templates/config/baseline/90-uoms.yaml

@@ -1,8 +1,3 @@
-# Units of measure (CS203500) via the Default endpoint - EA for stock
-# items; BOX second unit; PIECE/HOUR retained from scaffold.
-# KG + LITER: company packaging base UOMs (Companies Weight/Volume UOM;
-# Stock Items Packaging tab inherits them). Must exist before
-# 91-company-packaging.yaml sets them on the org.
 entity: UnitsOfMeasure
 key: UnitID
 records:

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/bootstrap/company.yaml

@@ -0,0 +1,9 @@
+entity: Company
+key: AcctCD
+endpoint: bootstrap
+records:
+- AcctCD: LAB5
+  AcctName: LAB5 Electronics Inc.
+  OrganizationType: Without Branches
+  BaseCuryID: USD
+  CountryID: US

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/bootstrap/credit-terms.yaml

@@ -0,0 +1,11 @@
+entity: CreditTerms
+key: TermsID
+endpoint: bootstrap
+records:
+- TermsID: NET30
+  Descr: Net 30 Days
+  VisibleTo: All
+  DueType: Fixed Number of Days
+  DayDue00: 30
+  DiscType: Fixed Number of Days
+  DiscPercent: 0

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/bootstrap/features.yaml

@@ -0,0 +1,10 @@
+- FinancialModule
+- FinancialStandard
+- DistributionModule
+- Inventory
+- Branch
+- MultiCompany
+- SubAccount
+- KitAssemblies
+- Warehouse
+- WarehouseLocation

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/10-reason-codes.yaml

@@ -0,0 +1,34 @@
+entity: ReasonCode
+key: ReasonCodeID
+endpoint: bootstrap
+records:
+- ReasonCodeID: INISSUE
+  Descr: Inventory issue
+  Usage: Issue
+  AccountID: '50300'
+  SubID: '000000'
+- ReasonCodeID: INRECEIPT
+  Descr: Inventory receipt
+  Usage: Receipt
+  AccountID: '50300'
+  SubID: '000000'
+- ReasonCodeID: INADJUST
+  Descr: Inventory adjustment
+  Usage: Adjustment
+  AccountID: '50300'
+  SubID: '000000'
+- ReasonCodeID: INPI
+  Descr: Physical inventory variance
+  Usage: Adjustment
+  AccountID: '50300'
+  SubID: '000000'
+- ReasonCodeID: INASSEMBLY
+  Descr: Kit assembly
+  Usage: Assembly/Disassembly
+  AccountID: '50300'
+  SubID: '000000'
+- ReasonCodeID: PORETURN
+  Descr: Vendor return
+  Usage: Vendor Return
+  AccountID: '50300'
+  SubID: '000000'

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/20-in-preferences.yaml

@@ -0,0 +1,15 @@
+entity: INPreferences
+key: HoldEntry
+endpoint: bootstrap
+records:
+- HoldEntry: false
+  INProgressAcctID: '12300'
+  INProgressSubID: '000000'
+  INTransitAcctID: '12400'
+  INTransitSubID: '000000'
+  TransitBranchID: LAB5
+  UpdateGL: true
+  IssuesReasonCode: INISSUE
+  ReceiptReasonCode: INRECEIPT
+  AdjustmentReasonCode: INADJUST
+  PIReasonCode: INPI

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/30-availability-rules.yaml

@@ -0,0 +1,6 @@
+entity: AvailabilityCalculationRule
+key: AvailabilitySchemeID
+endpoint: bootstrap
+records:
+- AvailabilitySchemeID: DEFAULT
+  Description: Default availability calculation rule

{acumatica_cli-0.15.0 → acumatica_cli-0.15.2}/src/acumatica_cli/templates/config/master/40-posting-classes.yaml

@@ -1,15 +1,3 @@
-# Posting classes (IN206000) via the custom Bootstrap endpoint (symbolic endpoint: bootstrap)
-# (acumatica-cli#10, T61) - no Default-endpoint entity, and StockItem
-# posting resolution needs a class. PARTS books inventory to 12100,
-# KITS to 12200; both share sales 40000, COGS 50000, PO accrual 20200,
-# PPV 50100, LCV 50200, subaccount 000000 everywhere. The *AcctDefault
-# source combos are left to their server defaults on first save - if
-# posting resolution surprises during the scenario, claim them here
-# with the live-read stored words.
-#
-# APPLY ORDER (dir expansion sorts *.yaml alphabetically; numbered
-# prefixes encode order): after 20-accounts.yaml (all six accounts) and
-# 10-subaccounts.yaml; before 54-item-classes.yaml.
 entity: PostingClass
 key: PostClassID
 endpoint: bootstrap

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/50-warehouse.yaml

@@ -0,0 +1,8 @@
+entity: Warehouse
+key: SiteCD
+endpoint: bootstrap
+records:
+- SiteCD: WH01
+  Descr: Main warehouse
+  Active: true
+  CountryID: US

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/51-warehouse-locations.yaml

@@ -0,0 +1,18 @@
+entity: Warehouse
+key: WarehouseID
+endpoint: default
+detail_keys:
+  Locations: LocationID
+records:
+- WarehouseID: WH01
+  ReceivingLocationID: MAIN
+  ShippingLocationID: MAIN
+  RMALocationID: MAIN
+  Locations:
+  - LocationID: MAIN
+    Description: Main storage
+    Active: true
+    ReceiptsAllowed: true
+    SalesAllowed: true
+    TransfersAllowed: true
+    AssemblyAllowed: true

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/52-warehouse-defaults.yaml

@@ -0,0 +1,8 @@
+entity: Warehouse
+key: WarehouseID
+endpoint: default
+records:
+- WarehouseID: WH01
+  ReceivingLocationID: MAIN
+  ShippingLocationID: MAIN
+  RMALocationID: MAIN

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/53-tax-categories.yaml

@@ -0,0 +1,5 @@
+entity: TaxCategory
+key: TaxCategoryID
+records:
+- TaxCategoryID: EXEMPT
+  Description: Tax exempt

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/54-item-classes.yaml

@@ -0,0 +1,23 @@
+entity: ItemClass
+key: ClassID
+records:
+- ClassID: PARTS
+  Description: Purchased components
+  StockItem: true
+  ItemType: Finished Good
+  ValuationMethod: Average
+  BaseUOM: EA
+  AvailabilityCalculationRule: DEFAULT
+  PostingClass: PARTS
+  TaxCategoryID: EXEMPT
+  DefaultWarehouseID: WH01
+- ClassID: KITS
+  Description: Assembled gateway kits
+  StockItem: true
+  ItemType: Finished Good
+  ValuationMethod: Average
+  BaseUOM: EA
+  AvailabilityCalculationRule: DEFAULT
+  PostingClass: KITS
+  TaxCategoryID: EXEMPT
+  DefaultWarehouseID: WH01

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/56-so-preferences.yaml

@@ -0,0 +1,8 @@
+entity: SOPreferences
+key: DefaultOrderType
+endpoint: bootstrap
+records:
+- DefaultOrderType: SO
+  HoldShipments: false
+  RequireShipmentTotal: false
+  AutoReleaseIN: true

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/57-po-preferences.yaml

@@ -0,0 +1,7 @@
+entity: POPreferences
+key: HoldReceipts
+endpoint: bootstrap
+records:
+- HoldReceipts: false
+  RCReturnReasonCodeID: PORETURN
+  AutoReleaseIN: true

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/58-order-types.yaml

@@ -0,0 +1,8 @@
+entity: OrderType
+key: OrderType
+endpoint: bootstrap
+records:
+- OrderType: SO
+  Active: true
+  FreightAcctID: '40100'
+  FreightSubID: '000000'

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/60-ar-preferences.yaml

@@ -0,0 +1,5 @@
+entity: ARPreferences
+key: HoldEntry
+endpoint: bootstrap
+records:
+- HoldEntry: false

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/61-ap-preferences.yaml

@@ -0,0 +1,5 @@
+entity: APPreferences
+key: HoldEntry
+endpoint: bootstrap
+records:
+- HoldEntry: false

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/62-ca-preferences.yaml

@@ -0,0 +1,7 @@
+entity: CAPreferences
+key: TransitAcctId
+endpoint: bootstrap
+records:
+- TransitAcctId: '10200'
+  TransitSubID: '000000'
+  HoldEntry: false

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/63-cash-account.yaml

@@ -0,0 +1,10 @@
+entity: CashAccount
+key: CashAccountCD
+endpoint: bootstrap
+records:
+- CashAccountCD: '10100'
+  Descr: Checking Account
+  AccountID: '10100'
+  SubID: '000000'
+  BranchID: LAB5
+  Active: true

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/64-payment-methods.yaml

@@ -0,0 +1,17 @@
+entity: PaymentMethod
+key: PaymentMethodID
+detail_keys:
+  AllowedCashAccounts: CashAccount
+records:
+- PaymentMethodID: WIRE
+  Description: Wire transfer
+  Active: true
+  MeansOfPayment: Cash/Check
+  UseInAP: true
+  UseInAR: true
+  AllowedCashAccounts:
+  - CashAccount: '10100'
+    UseInAP: true
+    UseInAR: true
+    APDefault: true
+    ARDefault: true

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/65-statement-cycles.yaml

@@ -0,0 +1,11 @@
+entity: StatementCycle
+key: StatementCycleId
+endpoint: bootstrap
+records:
+- StatementCycleId: MONTHLY
+  Descr: Monthly statements
+  PrepareOn: Fixed Day of Month
+  Day00: 1
+  AgeDays00: 30
+  AgeDays01: 60
+  AgeDays02: 90

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/70-vendor-classes.yaml

@@ -0,0 +1,24 @@
+entity: VendorClass
+key: VendorClassID
+endpoint: bootstrap
+records:
+- VendorClassID: SUPPLIER
+  Descr: Component suppliers
+  TermsID: NET30
+  APAcctID: '20100'
+  APSubID: '000000'
+  DiscTakenAcctID: '49100'
+  DiscTakenSubID: '000000'
+  ExpenseAcctID: '50000'
+  ExpenseSubID: '000000'
+  POAccrualAcctID: '20200'
+  POAccrualSubID: '000000'
+- VendorClassID: SERVICE
+  Descr: Service providers
+  TermsID: NET30
+  APAcctID: '20100'
+  APSubID: '000000'
+  DiscTakenAcctID: '49100'
+  DiscTakenSubID: '000000'
+  ExpenseAcctID: '61000'
+  ExpenseSubID: '000000'

acumatica_cli-0.15.2/src/acumatica_cli/templates/config/master/71-customer-classes.yaml

@@ -0,0 +1,14 @@
+entity: CustomerClass
+key: ClassID
+records:
+- ClassID: B2B
+  Description: B2B customers
+  Terms: NET30
+  CurrencyID: USD
+  ARAccount: '11000'
+  ARSubaccount: '000000'
+  SalesAccount: '40000'
+  SalesSubaccount: '000000'
+  CashDiscountAccount: '49000'
+  CashDiscountSubaccount: '000000'
+  StatementCycleID: MONTHLY

{acumatica_cli-0.15.0 → acumatica_cli-0.15.2}/src/acumatica_cli/templates/config/master/75-vendors.yaml

@@ -1,19 +1,3 @@
-# Vendors (AP303000) via the Default endpoint - reachable once AP
-# preferences exist (61-ap-preferences.yaml; P1 probe 500'd before it).
-# Four component suppliers + two service vendors (AP variety for later
-# scenario legs; buy-build-sell v1 bills only component vendors). Terms
-# ride each vendor: the Default VendorClass contract is skeletal
-# (ClassID/Description only - P1 schema read), so terms stay per vendor
-# while GL accounts default from the Bootstrap VendorClass (T64). The
-# nested MainContact/Address/Country is required at insert - the
-# vendor's auto-created Address 422s "'Country' cannot be empty"
-# (T65 linked-entity support; live-verified 2026-07-13). PrintOrders/
-# SendOrdersbyEmail false: either flag parks a PO at 'Pending Printing'
-# where receipts cannot add it (P5 probe).
-#
-# APPLY ORDER (dir expansion sorts *.yaml alphabetically; numbered
-# prefixes encode order): after 70-vendor-classes.yaml and bootstrap
-# credit terms (NET30).
 entity: Vendor
 key: VendorID
 records: