acumatica-cli 0.5.0__tar.gz → 0.6.0__tar.gz

{acumatica_cli-0.5.0 → acumatica_cli-0.6.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: acumatica-cli
-Version: 0.5.0
+Version: 0.6.0
 Summary: Acumatica ERP Config-as-Code: tenant provisioning, baseline config, and reference data
 Author: Konstantin Borovik
 Author-email: Konstantin Borovik <kb@lab5.ca>

{acumatica_cli-0.5.0 → acumatica_cli-0.6.0}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "acumatica-cli"
-version = "0.5.0"
+version = "0.6.0"
 description = "Acumatica ERP Config-as-Code: tenant provisioning, baseline config, and reference data"
 authors = [{ name = "Konstantin Borovik", email = "kb@lab5.ca" }]
 readme = "README.md"

{acumatica_cli-0.5.0 → acumatica_cli-0.6.0}/src/acumatica_cli/bootstrap_project.xml

@@ -192,6 +192,23 @@
                 (live-read 2026-07-13). TransitAcctId (DAC spelling off
                 the aspx - lowercase d) + TransitSubID = the cash-in-
                 transit pair; HoldEntry = the echo flag.
+  - VendorClass AP201000 -> VendorClassMaint, PrimaryView
+                VendorClassRecord (PX.Objects.AP.VendorClass) - the
+                Default endpoint's VendorClass is skeletal (ClassID/
+                Description/Attributes) and Vendor carries no discount
+                fields, so vendor inserts 422 on the cash-discount pair
+                the class should default (T64, gh issue #13). Exposes
+                id + descr + TermsID + the GL-account pairs off the
+                screen's GL Accounts tab (aspx-verified 2026-07-13).
+  - StatementCycle AR202800 -> ARStatementMaint, PrimaryView
+                ARStatementCycleRecord (PX.Objects.AR.ARStatementCycle) -
+                no Default-endpoint entity, and Customer inserts 422
+                "'Statement Cycle ID' cannot be empty" (T64 follow-up
+                proven live 2026-07-13; the class defaults it). PrepareOn
+                takes the stored-word list; Day00 rides the
+                fixed-day-of-month choice; the AgeDays00-02 aging bounds
+                default inconsistently at raw insert ("end day earlier
+                than its start day" 422) so the seed supplies them.
   - CashAccount CA202000 -> CashAccountMaint, PrimaryView CashAccount
                 (PX.Objects.CA.CashAccount) - Default endpoint answers
                 404. CuryID stays out (derived from the GL account,
@@ -201,9 +218,9 @@
   Features (CS100000) stays OUT of the endpoint - writes through any
   contract endpoint do not persist (T3 verdict); the plugin owns features.
 -->
-<Customization level="" description="acu bootstrap: CustomizationPlugin enables features on publish; Bootstrap endpoint exposes company + credit terms + financial currency + GL preferences + ledger-company link + financial year + calendars + period activation + module preferences (IN/AP/AR/SO/PO) + availability rule + posting class + cash account" product-version="26.101">
+<Customization level="" description="acu bootstrap: CustomizationPlugin enables features on publish; Bootstrap endpoint exposes company + credit terms + financial currency + GL preferences + ledger-company link + financial year + calendars + period activation + module preferences (IN/AP/AR/SO/PO) + availability rule + posting class + cash account + vendor class + statement cycle" product-version="26.101">
   <EntityEndpoint>
-    <Endpoint xmlns="http://www.acumatica.com/entity/maintenance/5.31" name="Bootstrap" version="1.5.0" systemContractVersion="4">
+    <Endpoint xmlns="http://www.acumatica.com/entity/maintenance/5.31" name="Bootstrap" version="1.6.0" systemContractVersion="4">
       <TopLevelEntity name="Company" screen="CS101500">
         <Fields>
           <Field name="AcctCD" type="StringValue" />
@@ -752,6 +769,98 @@
           </Mapping>
         </Mappings>
       </TopLevelEntity>
+      <TopLevelEntity name="VendorClass" screen="AP201000">
+        <Fields>
+          <Field name="VendorClassID" type="StringValue" />
+          <Field name="Descr" type="StringValue" />
+          <Field name="TermsID" type="StringValue" />
+          <Field name="APAcctID" type="StringValue" />
+          <Field name="APSubID" type="StringValue" />
+          <Field name="ExpenseAcctID" type="StringValue" />
+          <Field name="ExpenseSubID" type="StringValue" />
+          <Field name="DiscTakenAcctID" type="StringValue" />
+          <Field name="DiscTakenSubID" type="StringValue" />
+          <Field name="POAccrualAcctID" type="StringValue" />
+          <Field name="POAccrualSubID" type="StringValue" />
+          <Field name="PrepaymentAcctID" type="StringValue" />
+          <Field name="PrepaymentSubID" type="StringValue" />
+        </Fields>
+        <Mappings>
+          <Mapping field="VendorClassID">
+            <To object="VendorClassRecord" field="VendorClassID" />
+          </Mapping>
+          <Mapping field="Descr">
+            <To object="VendorClassRecord" field="Descr" />
+          </Mapping>
+          <Mapping field="TermsID">
+            <To object="VendorClassRecord" field="TermsID" />
+          </Mapping>
+          <Mapping field="APAcctID">
+            <To object="VendorClassRecord" field="APAcctID" />
+          </Mapping>
+          <Mapping field="APSubID">
+            <To object="VendorClassRecord" field="APSubID" />
+          </Mapping>
+          <Mapping field="ExpenseAcctID">
+            <To object="VendorClassRecord" field="ExpenseAcctID" />
+          </Mapping>
+          <Mapping field="ExpenseSubID">
+            <To object="VendorClassRecord" field="ExpenseSubID" />
+          </Mapping>
+          <Mapping field="DiscTakenAcctID">
+            <To object="VendorClassRecord" field="DiscTakenAcctID" />
+          </Mapping>
+          <Mapping field="DiscTakenSubID">
+            <To object="VendorClassRecord" field="DiscTakenSubID" />
+          </Mapping>
+          <Mapping field="POAccrualAcctID">
+            <To object="VendorClassRecord" field="POAccrualAcctID" />
+          </Mapping>
+          <Mapping field="POAccrualSubID">
+            <To object="VendorClassRecord" field="POAccrualSubID" />
+          </Mapping>
+          <Mapping field="PrepaymentAcctID">
+            <To object="VendorClassRecord" field="PrepaymentAcctID" />
+          </Mapping>
+          <Mapping field="PrepaymentSubID">
+            <To object="VendorClassRecord" field="PrepaymentSubID" />
+          </Mapping>
+        </Mappings>
+      </TopLevelEntity>
+      <TopLevelEntity name="StatementCycle" screen="AR202800">
+        <Fields>
+          <Field name="StatementCycleId" type="StringValue" />
+          <Field name="Descr" type="StringValue" />
+          <Field name="PrepareOn" type="StringValue" />
+          <Field name="Day00" type="ShortValue" />
+          <Field name="AgeDays00" type="ShortValue" />
+          <Field name="AgeDays01" type="ShortValue" />
+          <Field name="AgeDays02" type="ShortValue" />
+        </Fields>
+        <Mappings>
+          <Mapping field="StatementCycleId">
+            <To object="ARStatementCycleRecord" field="StatementCycleId" />
+          </Mapping>
+          <Mapping field="Descr">
+            <To object="ARStatementCycleRecord" field="Descr" />
+          </Mapping>
+          <Mapping field="PrepareOn">
+            <To object="ARStatementCycleRecord" field="PrepareOn" />
+          </Mapping>
+          <Mapping field="Day00">
+            <To object="ARStatementCycleRecord" field="Day00" />
+          </Mapping>
+          <Mapping field="AgeDays00">
+            <To object="ARStatementCycleRecord" field="AgeDays00" />
+          </Mapping>
+          <Mapping field="AgeDays01">
+            <To object="ARStatementCycleRecord" field="AgeDays01" />
+          </Mapping>
+          <Mapping field="AgeDays02">
+            <To object="ARStatementCycleRecord" field="AgeDays02" />
+          </Mapping>
+        </Mappings>
+      </TopLevelEntity>
       <TopLevelEntity name="CashAccount" screen="CA202000">
         <Fields>
           <Field name="CashAccountCD" type="StringValue" />

{acumatica_cli-0.5.0 → acumatica_cli-0.6.0}/src/acumatica_cli/client.py

@@ -18,7 +18,9 @@ def wrap(record: dict[str, Any]) -> dict[str, Any]:
 
     A list value is a detail array (T60): the list itself is NEVER
     value-wrapped, each dict row wraps recursively — the shape the live
-    JournalTransaction PUT proved (T50/T37 e2e payload). The contract's
+    JournalTransaction PUT proved (T50/T37 e2e payload). A dict value is
+    a linked entity (T65): a bare nested object, wrapped recursively —
+    live-verified Vendor MainContact/Address/Country PUT. The contract's
     OWN control fields travel bare, never value-wrapped: `id` (row GUID —
     the only handle that makes a detail-row PUT an update instead of an
     insert) and `delete` (row-removal marker).
@@ -27,6 +29,8 @@ def wrap(record: dict[str, Any]) -> dict[str, Any]:
     def _value(v: Any) -> Any:
         if isinstance(v, list):
             return [wrap(row) if isinstance(row, dict) else row for row in v]
+        if isinstance(v, dict):
+            return wrap(v)
         return {"value": v}
 
     return {k: v if k in ("id", "delete") else _value(v) for k, v in record.items()}
@@ -35,16 +39,22 @@ def wrap(record: dict[str, Any]) -> dict[str, Any]:
 def unwrap(entity: dict[str, Any]) -> dict[str, Any]:
     """Contract-API entity -> plain dict (value fields + detail arrays).
 
-    Inverse of wrap (T60): a list of dicts unwraps row by row; lists that
-    are empty or whose rows carry no value fields are elided (a detail
-    array the source never claimed must not surface, and expanded `files`
-    descriptors are plain dicts that would unwrap to noise). Non-value
-    dicts (custom, _links, note) stay excluded as before.
+    Inverse of wrap (T60/T65): a list of dicts unwraps row by row; lists
+    that are empty or whose rows carry no value fields are elided (a
+    detail array the source never claimed must not surface, and expanded
+    `files` descriptors are plain dicts that would unwrap to noise). A
+    non-value dict is a linked entity — unwrapped recursively, kept only
+    when something survives, so bookkeeping dicts (custom, _links, note)
+    stay excluded exactly as before.
     """
     out: dict[str, Any] = {}
     for k, v in entity.items():
         if isinstance(v, dict) and "value" in v:
             out[k] = v["value"]
+        elif isinstance(v, dict):
+            nested = unwrap(v)
+            if nested:
+                out[k] = nested
         elif isinstance(v, list) and v and all(isinstance(row, dict) for row in v):
             rows = [unwrap(row) for row in v]
             if any(rows):

{acumatica_cli-0.5.0 → acumatica_cli-0.6.0}/src/acumatica_cli/seed.py

@@ -7,7 +7,7 @@ Baseline file format:
 
     entity: Currency          # entity name in the contract endpoint
     key: CurrencyID           # key field(s), string or list
-    endpoint: Bootstrap/1.5.0 # optional: override the instance endpoint
+    endpoint: Bootstrap/1.6.0 # optional: override the instance endpoint
     records:
       - CurrencyID: "CAD"
         Description: Canadian Dollar
@@ -34,7 +34,7 @@ cannot express (calendar generation and the like):
 
     action: GenerateCalendar          # action name on the endpoint entity
     entity: MasterCalendar            # entity the action hangs off
-    endpoint: Bootstrap/1.5.0         # optional: override the instance endpoint
+    endpoint: Bootstrap/1.6.0         # optional: override the instance endpoint
     record:     { FinancialYear: 2026 }
     parameters: { FromYear: 2026, ToYear: 2026 }   # optional
     done_when:  { filter: "FinancialYear eq '2026'" }
@@ -234,6 +234,23 @@ def _filter_for(record: dict[str, Any], keys: list[str]) -> str:
     return " and ".join(f"{k} eq {literal(record[k])}" for k in keys)
 
 
+def _expand_paths(record: dict[str, Any], prefix: str = "") -> list[str]:
+    """$expand paths a record's shape demands (T60/T65).
+
+    A list field is a detail array - expands by name; a dict field is a
+    linked entity - expands by name plus the slash path of every nested
+    dict (`MainContact`, `MainContact/Address`).
+    """
+    paths: list[str] = []
+    for field, value in record.items():
+        if isinstance(value, list):
+            paths.append(f"{prefix}{field}")
+        elif isinstance(value, dict):
+            paths.append(f"{prefix}{field}")
+            paths.extend(_expand_paths(value, f"{prefix}{field}/"))
+    return sorted(paths)
+
+
 def _probe(client: AcumaticaClient, action: ActionFile) -> bool:
     """Run the done_when live-state probe; non-empty = action already realized.
 
@@ -345,14 +362,17 @@ def _fetch(
     single-record GET skips the optimizer, so diff falls back to it on
     exactly that error (V4: read-back must survive delegate-view entities).
 
-    Detail arrays only travel under $expand (T60): without it every GET
-    answers top-level fields alone, diff would report each source detail
-    row missing and apply's id-injection would see nothing to match.
+    Detail arrays and linked entities only travel under $expand
+    (T60/T65): without it every GET answers top-level scalars alone,
+    diff would report each source detail row or nested field missing
+    and apply's id-injection would see nothing to match. The expand set
+    derives from the record's own shape - a list field expands by name,
+    a dict field by its slash path (`MainContact/Address`).
     """
     params = {"$filter": _filter_for(record, baseline.keys[:1])}
-    detail_fields = [f for f in (baseline.detail_keys or {}) if f in record]
-    if detail_fields:
-        params["$expand"] = ",".join(sorted(detail_fields))
+    expand = _expand_paths(record)
+    if expand:
+        params["$expand"] = ",".join(expand)
     try:
         live = client.get_list(
             baseline.entity, params=params, endpoint=baseline.endpoint
@@ -364,7 +384,7 @@ def _fetch(
             baseline.entity,
             [record[k] for k in baseline.keys],
             baseline.endpoint,
-            params={"$expand": params["$expand"]} if detail_fields else None,
+            params={"$expand": params["$expand"]} if expand else None,
         )
     for row in live:
         actual = unwrap(row)
@@ -403,6 +423,10 @@ def diff(client: AcumaticaClient, baseline: BaselineFile | ActionFile) -> list[s
                 key = (baseline.detail_keys or {})[field]  # load-validated
                 live_rows = actual.get(field, [])
                 drifts.extend(_diff_details(label, field, key, expected, live_rows))
+            elif isinstance(expected, dict):
+                drifts.extend(
+                    _diff_nested(f"{label}.{field}", expected, actual.get(field))
+                )
             elif field not in actual:
                 drifts.append(f"{label}.{field}: not returned by endpoint")
             elif _norm(actual[field]) != _norm(expected):
@@ -412,6 +436,21 @@ def diff(client: AcumaticaClient, baseline: BaselineFile | ActionFile) -> list[s
     return drifts
 
 
+def _diff_nested(path: str, expected: dict[str, Any], live: Any) -> list[str]:
+    """Linked-entity drift (T65): recurse source-side fields only."""
+    if not isinstance(live, dict):
+        return [f"{path}: not returned by endpoint"]
+    drifts: list[str] = []
+    for field, want in expected.items():
+        if isinstance(want, dict):
+            drifts.extend(_diff_nested(f"{path}.{field}", want, live.get(field)))
+        elif field not in live:
+            drifts.append(f"{path}.{field}: not returned by endpoint")
+        elif _norm(live[field]) != _norm(want):
+            drifts.append(f"{path}.{field}: source={want!r} live={live[field]!r}")
+    return drifts
+
+
 def _diff_details(
     label: str,
     field: str,

{acumatica_cli-0.5.0 → acumatica_cli-0.6.0}/src/acumatica_cli/templates/baseline/50-gl-preferences.yaml

@@ -1,4 +1,4 @@
-# General Ledger preferences (GL102000) via the custom Bootstrap/1.5.0
+# General Ledger preferences (GL102000) via the custom Bootstrap/1.6.0
 # endpoint (the per-file endpoint: override) - the Default endpoint has
 # no GL-setup entity, and every Finance screen throws
 # PXSetupNotEnteredException until the GLSetup singleton row exists. The
@@ -12,7 +12,7 @@
 # referenced here must exist.
 entity: GLPreferences
 key: RetEarnAccountID
-endpoint: Bootstrap/1.5.0
+endpoint: Bootstrap/1.6.0
 records:
 - RetEarnAccountID: '32000'
   YtdNetIncAccountID: '33000'

{acumatica_cli-0.5.0 → acumatica_cli-0.6.0}/src/acumatica_cli/templates/baseline/60-ledger-company.yaml

@@ -1,4 +1,4 @@
-# Org-ledger link (GL201500) via the custom Bootstrap/1.5.0 endpoint (the
+# Org-ledger link (GL201500) via the custom Bootstrap/1.6.0 endpoint (the
 # per-file endpoint: override). The Default endpoint's Ledger.Companies
 # detail is write-tolerated then silently dropped (PUT answers 200 and
 # echoes the row, the link table stays empty), so the link writes through
@@ -21,7 +21,7 @@
 # (company.yaml).
 entity: LedgerCompany
 key: [LedgerCD, OrganizationID]
-endpoint: Bootstrap/1.5.0
+endpoint: Bootstrap/1.6.0
 records:
 - LedgerCD: ACTUAL
   OrganizationID: COMPANY

{acumatica_cli-0.5.0 → acumatica_cli-0.6.0}/src/acumatica_cli/templates/bootstrap/company.yaml

@@ -1,11 +1,11 @@
-# Company (CS101500) via the custom Bootstrap/1.5.0 endpoint (the per-file
+# Company (CS101500) via the custom Bootstrap/1.6.0 endpoint (the per-file
 # endpoint: override) - built-in endpoints cannot create the first
 # organization on a virgin tenant. List values are the EXTERNAL labels
 # ('Without Branches', not the DAC's 'WithoutBranches'); CountryID feeds
 # the org's Main Address - required on first save.
 entity: Company
 key: AcctCD
-endpoint: Bootstrap/1.5.0
+endpoint: Bootstrap/1.6.0
 records:
 - AcctCD: COMPANY
   AcctName: Example Company

{acumatica_cli-0.5.0 → acumatica_cli-0.6.0}/src/acumatica_cli/templates/bootstrap/credit-terms.yaml

@@ -1,11 +1,11 @@
-# Credit terms (CS206500) via the custom Bootstrap/1.5.0 endpoint (the
+# Credit terms (CS206500) via the custom Bootstrap/1.6.0 endpoint (the
 # per-file endpoint: override) - the Default endpoint has no credit-terms
 # entity. List values are the EXTERNAL labels: VisibleTo = All, Vendors,
 # Customers, Disabled; DueType/DiscType = Fixed Number of Days, Day of
 # Next Month, End of Month, ...
 entity: CreditTerms
 key: TermsID
-endpoint: Bootstrap/1.5.0
+endpoint: Bootstrap/1.6.0
 records:
 - TermsID: NET30
   Descr: Net 30 Days

{acumatica_cli-0.5.0 → acumatica_cli-0.6.0}/src/acumatica_cli/templates/setup/10-financial-year.yaml

@@ -19,7 +19,7 @@
 # generation consumes this setup row.
 action: GeneratePeriods
 entity: FinancialYearSettings
-endpoint: Bootstrap/1.5.0
+endpoint: Bootstrap/1.6.0
 record:
   BegFinYear: "2026-01-01"
   FinPeriods: 12

{acumatica_cli-0.5.0 → acumatica_cli-0.6.0}/src/acumatica_cli/templates/setup/20-master-calendar.yaml

@@ -17,7 +17,7 @@
 # consumes the FinYearSetup row it creates.
 action: GenerateCalendar
 entity: MasterCalendar
-endpoint: Bootstrap/1.5.0
+endpoint: Bootstrap/1.6.0
 record:
   FinancialYear: "2026"
 parameters:

{acumatica_cli-0.5.0 → acumatica_cli-0.6.0}/src/acumatica_cli/templates/setup/30-open-periods.yaml

@@ -22,7 +22,7 @@
 # consumes the periods generation creates.
 action: ProcessAll
 entity: ManagePeriods
-endpoint: Bootstrap/1.5.0
+endpoint: Bootstrap/1.6.0
 record:
   Action: Open
   FromYear: "2026"