acumatica-cli 0.7.0__tar.gz → 0.8.0__tar.gz

{acumatica_cli-0.7.0 → acumatica_cli-0.8.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: acumatica-cli
-Version: 0.7.0
+Version: 0.8.0
 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-0.7.0 → acumatica_cli-0.8.0}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "acumatica-cli"
-version = "0.7.0"
+version = "0.8.0"
 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-0.7.0 → acumatica_cli-0.8.0}/src/acumatica_cli/bootstrap_project.xml

@@ -157,7 +157,12 @@
                 fields with no server default (read off the LAB5 PUT
                 2026-07-13): INProgressAcctID/INProgressSubID (the WIP
                 account) + the four reason codes (Issues/Receipt/
-                Adjustment/PI) - all exposed; HoldEntry = the echo flag.
+                Adjustment/PI) - all exposed; HoldEntry = the echo flag;
+                INTransitAcctID/INTransitSubID join once the Warehouse
+                feature is on (update 500s "'In-Transit Account' cannot
+                be empty", P5 probe); UpdateGL defaults OFF - released
+                IN documents move quantities but post no GL (COGS and
+                PO accrual sat at zero while revenue moved, P5 probe).
   - ReasonCode  CS211000 -> ReasonCodeMaint, PrimaryView reasoncode
                 (PX.Objects.CS.ReasonCode) - no Default-endpoint entity,
                 and the INSetup reason-code fields above hard-require
@@ -169,11 +174,18 @@
                 (ARSetup); HoldEntry echo field.
   - SOPreferences SO101000 -> SOSetupMaint, PrimaryView sosetup (SOSetup);
                 DefaultOrderType doubles as the echo field and the R1
-                probe (does order type SO pre-exist on an empty tenant).
+                probe (does order type SO pre-exist on an empty tenant);
+                HoldShipments/RequireShipmentTotal off + AutoReleaseIN on
+                keep the shipment->invoice chain scriptable (template
+                defaults park shipments On Hold and refuse confirmation
+                without a control total - P5 probes).
   - POPreferences PO101000 -> POSetupMaint, PrimaryView Setup (POSetup);
                 HoldReceipts echo field + RCReturnReasonCodeID (the one
                 POSetup field the live insert named as required - a
-                Vendor Return usage reason code, 2026-07-13).
+                Vendor Return usage reason code, 2026-07-13) +
+                AutoReleaseIN (default off: a released PO receipt leaves
+                its IN document Balanced and qty never lands on hand -
+                P5 probe).
   - AvailabilityCalculationRule IN201500 -> INAvailabilitySchemeMaint,
                 PrimaryView Schemes (INAvailabilityScheme) - an empty
                 tenant has zero scheme rows and ItemClass 422s
@@ -209,6 +221,23 @@
                 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.
+  - Warehouse   IN204000 -> INSiteMaint, PrimaryView site (DAC
+                PX.Objects.IN.INSite) - the Default Warehouse entity has
+                no address surface, and the auto-created warehouse
+                Address 422s "'Country' cannot be empty" at insert (P5
+                probe 2026-07-13; the T65 vendor class, but Default has
+                no path). SiteCD/Descr/Active on the primary view,
+                CountryID through the Address view.
+  - OrderType   SO201000 -> SOOrderTypeMaint, PrimaryView soordertype
+                (DAC PX.Objects.SO.SOOrderType) - no Default-endpoint
+                entity, and a fresh tenant has ZERO order-type rows
+                (they live in the template company, CompanyID 1,
+                Active=0 - sqlcmd-verified 2026-07-13): a SalesOrder
+                PUT answers 200 with an UNSAVED row (OrderNbr stays
+                <SELECT>, CustomerID silently empty) because numbering
+                never resolves. Keyed PUT on OrderType materializes the
+                template row into the tenant; Active activates it; the
+                freight pair is required at persist (422, no default).
   - CashAccount CA202000 -> CashAccountMaint, PrimaryView CashAccount
                 (PX.Objects.CA.CashAccount) - Default endpoint answers
                 404. CuryID stays out (derived from the GL account,
@@ -218,9 +247,9 @@
   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 + vendor class + statement cycle" 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 + warehouse + order type" product-version="26.101">
   <EntityEndpoint>
-    <Endpoint xmlns="http://www.acumatica.com/entity/maintenance/5.31" name="Bootstrap" version="1.6.0" systemContractVersion="4">
+    <Endpoint xmlns="http://www.acumatica.com/entity/maintenance/5.31" name="Bootstrap" version="1.7.0" systemContractVersion="4">
       <TopLevelEntity name="Company" screen="CS101500">
         <Fields>
           <Field name="AcctCD" type="StringValue" />
@@ -532,6 +561,9 @@
           <Field name="ReceiptReasonCode" type="StringValue" />
           <Field name="AdjustmentReasonCode" type="StringValue" />
           <Field name="PIReasonCode" type="StringValue" />
+          <Field name="INTransitAcctID" type="StringValue" />
+          <Field name="INTransitSubID" type="StringValue" />
+          <Field name="UpdateGL" type="BooleanValue" />
         </Fields>
         <Mappings>
           <Mapping field="HoldEntry">
@@ -555,6 +587,15 @@
           <Mapping field="PIReasonCode">
             <To object="setup" field="PIReasonCode" />
           </Mapping>
+          <Mapping field="INTransitAcctID">
+            <To object="setup" field="INTransitAcctID" />
+          </Mapping>
+          <Mapping field="INTransitSubID">
+            <To object="setup" field="INTransitSubID" />
+          </Mapping>
+          <Mapping field="UpdateGL">
+            <To object="setup" field="UpdateGL" />
+          </Mapping>
         </Mappings>
       </TopLevelEntity>
       <TopLevelEntity name="ReasonCode" screen="CS211000">
@@ -606,22 +647,38 @@
       <TopLevelEntity name="SOPreferences" screen="SO101000">
         <Fields>
           <Field name="DefaultOrderType" type="StringValue" />
+          <Field name="HoldShipments" type="BooleanValue" />
+          <Field name="RequireShipmentTotal" type="BooleanValue" />
+          <Field name="AutoReleaseIN" type="BooleanValue" />
         </Fields>
         <Mappings>
           <Mapping field="DefaultOrderType">
             <To object="sosetup" field="DefaultOrderType" />
           </Mapping>
+          <Mapping field="HoldShipments">
+            <To object="sosetup" field="HoldShipments" />
+          </Mapping>
+          <Mapping field="RequireShipmentTotal">
+            <To object="sosetup" field="RequireShipmentTotal" />
+          </Mapping>
+          <Mapping field="AutoReleaseIN">
+            <To object="sosetup" field="AutoReleaseIN" />
+          </Mapping>
         </Mappings>
       </TopLevelEntity>
       <TopLevelEntity name="POPreferences" screen="PO101000">
         <Fields>
           <Field name="HoldReceipts" type="BooleanValue" />
           <Field name="RCReturnReasonCodeID" type="StringValue" />
+          <Field name="AutoReleaseIN" type="BooleanValue" />
         </Fields>
         <Mappings>
           <Mapping field="HoldReceipts">
             <To object="Setup" field="HoldReceipts" />
           </Mapping>
+          <Mapping field="AutoReleaseIN">
+            <To object="Setup" field="AutoReleaseIN" />
+          </Mapping>
           <Mapping field="RCReturnReasonCodeID">
             <To object="Setup" field="RCReturnReasonCodeID" />
           </Mapping>
@@ -861,6 +918,50 @@
           </Mapping>
         </Mappings>
       </TopLevelEntity>
+      <TopLevelEntity name="Warehouse" screen="IN204000">
+        <Fields>
+          <Field name="SiteCD" type="StringValue" />
+          <Field name="Descr" type="StringValue" />
+          <Field name="Active" type="BooleanValue" />
+          <Field name="CountryID" type="StringValue" />
+        </Fields>
+        <Mappings>
+          <Mapping field="SiteCD">
+            <To object="site" field="SiteCD" />
+          </Mapping>
+          <Mapping field="Descr">
+            <To object="site" field="Descr" />
+          </Mapping>
+          <Mapping field="Active">
+            <To object="site" field="Active" />
+          </Mapping>
+          <Mapping field="CountryID">
+            <To object="Address" field="CountryID" />
+          </Mapping>
+        </Mappings>
+      </TopLevelEntity>
+      <TopLevelEntity name="OrderType" screen="SO201000">
+        <Fields>
+          <Field name="OrderType" type="StringValue" />
+          <Field name="Active" type="BooleanValue" />
+          <Field name="FreightAcctID" type="StringValue" />
+          <Field name="FreightSubID" type="StringValue" />
+        </Fields>
+        <Mappings>
+          <Mapping field="OrderType">
+            <To object="soordertype" field="OrderType" />
+          </Mapping>
+          <Mapping field="Active">
+            <To object="soordertype" field="Active" />
+          </Mapping>
+          <Mapping field="FreightAcctID">
+            <To object="soordertype" field="FreightAcctID" />
+          </Mapping>
+          <Mapping field="FreightSubID">
+            <To object="soordertype" field="FreightSubID" />
+          </Mapping>
+        </Mappings>
+      </TopLevelEntity>
       <TopLevelEntity name="CashAccount" screen="CA202000">
         <Fields>
           <Field name="CashAccountCD" type="StringValue" />

{acumatica_cli-0.7.0 → acumatica_cli-0.8.0}/src/acumatica_cli/run.py

@@ -56,6 +56,7 @@ from .models import Model, validation_summary
 from .seed import _norm  # pyright: ignore[reportPrivateUsage]
 
 _VAR = re.compile(r"\$\{([A-Za-z0-9_]+)\}")
+_PATH = re.compile(r"([A-Za-z0-9_]+)(?:\[(\d+)\])?")
 
 
 class ActionSpec(Model):
@@ -75,31 +76,41 @@ class WaitSpec(Model):
     endpoint: str | None = None
 
 
+class GetOp(Model):
+    """Key-URL fetch a get step performs; expand pulls detail arrays."""
+
+    entity: str
+    keys: list[Any]
+    expand: list[str] | None = None
+    endpoint: str | None = None
+
+
 class Step(Model):
-    """One scenario step: exactly one op (put | action | wait-only)."""
+    """One scenario step: exactly one op (put | action | get | wait-only)."""
 
     id: str
     put: str | None = None
     action: ActionSpec | None = None
+    get: GetOp | None = None
     record: dict[str, Any] | None = None
     parameters: dict[str, Any] | None = None
-    capture: dict[str, str] | None = None  # {Field: var_name}
+    capture: dict[str, str] | None = None  # {Field-or-path: var_name}
     wait: WaitSpec | None = None
     endpoint: str | None = None
 
     @model_validator(mode="after")
     def _one_op(self) -> "Step":
-        ops = [op for op in (self.put, self.action) if op is not None]
+        ops = [op for op in (self.put, self.action, self.get) if op is not None]
         if len(ops) > 1:
-            raise ValueError(f"step '{self.id}': put and action are exclusive")
+            raise ValueError(f"step '{self.id}': put, action, get are exclusive")
         if not ops and self.wait is None:
-            raise ValueError(f"step '{self.id}': needs one of put, action, wait")
+            raise ValueError(f"step '{self.id}': needs one of put, action, get, wait")
         if self.put is not None and self.record is None:
             raise ValueError(f"step '{self.id}': put needs a record")
         if self.action is not None and self.record is None:
             raise ValueError(f"step '{self.id}': action needs a record")
-        if self.capture is not None and self.put is None:
-            raise ValueError(f"step '{self.id}': capture rides a put step")
+        if self.capture is not None and self.put is None and self.get is None:
+            raise ValueError(f"step '{self.id}': capture rides a put or get step")
         return self
 
 
@@ -200,6 +211,34 @@ def _subst(value: Any, variables: dict[str, Any]) -> Any:
     return value
 
 
+def _resolve_path(record: dict[str, Any], path: str) -> Any:
+    """Resolve a dotted/indexed capture path (`Shipments[0].ShipmentNbr`).
+
+    Action-created documents (T66) assign numbers readable only off the
+    parent's expanded detail rows - the path walks unwrapped nesting:
+    a bare segment reads a field, `Seg[i]` indexes a detail array.
+    Missing segments raise with the path named.
+    """
+    value: Any = record
+    for segment in path.split("."):
+        m = _PATH.fullmatch(segment)
+        if m is None:
+            raise RuntimeError(f"capture path {path!r}: bad segment {segment!r}")
+        field, index = m.group(1), m.group(2)
+        if not isinstance(value, dict) or field not in value:
+            raise RuntimeError(
+                f"capture path {path!r}: field {field!r} not in the record"
+            )
+        value = value[field]
+        if index is not None:
+            if not isinstance(value, list) or int(index) >= len(value):
+                raise RuntimeError(
+                    f"capture path {path!r}: index [{index}] out of range"
+                )
+            value = value[int(index)]
+    return value
+
+
 def _inquire(client: AcumaticaClient, expect: Expect) -> dict[str, float]:
     """Probe a contract inquiry; sum each delta field over matching rows."""
     assert expect.inquire is not None
@@ -258,6 +297,8 @@ def _dry_run(scenario: Scenario) -> None:
             if step.put
             else f"invoke {step.action.entity}/{step.action.name}"
             if step.action
+            else f"get {step.get.entity}"
+            if step.get
             else f"wait {step.wait.entity}"  # pyright: ignore[reportOptionalMemberAccess]
         )
         output.data(f"  would {op} [{step.id}]")
@@ -290,6 +331,18 @@ def _run_step(client: AcumaticaClient, step: Step, variables: dict[str, Any]) ->
             step.endpoint,
         )
         output.data(f"  invoke {step.action.name} [{step.id}]")
+    elif step.get is not None:
+        keys = _subst(step.get.keys, variables)
+        params = (
+            {"$expand": ",".join(sorted(step.get.expand))} if step.get.expand else None
+        )
+        record = client.get_record(step.get.entity, keys, step.get.endpoint, params)
+        if record is None:
+            raise RuntimeError(f"step '{step.id}': {step.get.entity} {keys} not found")
+        fetched = unwrap(record)
+        output.data(f"  get {step.get.entity} [{step.id}]")
+        for path, var in (step.capture or {}).items():
+            variables[var] = _resolve_path(fetched, path)
     if step.wait is not None:
         _wait(client, step.wait, variables)
         output.data(f"  wait ok [{step.id}]")

{acumatica_cli-0.7.0 → acumatica_cli-0.8.0}/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/1.6.0 # optional: override the instance endpoint
+    endpoint: Bootstrap/1.7.0 # 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/1.6.0         # optional: override the instance endpoint
+    endpoint: Bootstrap/1.7.0         # optional: override the instance endpoint
     record:     { FinancialYear: 2026 }
     parameters: { FromYear: 2026, ToYear: 2026 }   # optional
     done_when:  { filter: "FinancialYear eq '2026'" }

{acumatica_cli-0.7.0 → acumatica_cli-0.8.0}/src/acumatica_cli/templates/baseline/50-gl-preferences.yaml

@@ -1,4 +1,4 @@
-# General Ledger preferences (GL102000) via the custom Bootstrap/1.6.0
+# General Ledger preferences (GL102000) via the custom Bootstrap/1.7.0
 # 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/1.6.0
+endpoint: Bootstrap/1.7.0
 records:
 - RetEarnAccountID: '32000'
   YtdNetIncAccountID: '33000'

{acumatica_cli-0.7.0 → acumatica_cli-0.8.0}/src/acumatica_cli/templates/baseline/60-ledger-company.yaml

@@ -1,4 +1,4 @@
-# Org-ledger link (GL201500) via the custom Bootstrap/1.6.0 endpoint (the
+# Org-ledger link (GL201500) via the custom Bootstrap/1.7.0 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/1.6.0
+endpoint: Bootstrap/1.7.0
 records:
 - LedgerCD: ACTUAL
   OrganizationID: COMPANY

{acumatica_cli-0.7.0 → acumatica_cli-0.8.0}/src/acumatica_cli/templates/bootstrap/company.yaml

@@ -1,11 +1,11 @@
-# Company (CS101500) via the custom Bootstrap/1.6.0 endpoint (the per-file
+# Company (CS101500) via the custom Bootstrap/1.7.0 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/1.6.0
+endpoint: Bootstrap/1.7.0
 records:
 - AcctCD: COMPANY
   AcctName: Example Company

{acumatica_cli-0.7.0 → acumatica_cli-0.8.0}/src/acumatica_cli/templates/bootstrap/credit-terms.yaml

@@ -1,11 +1,11 @@
-# Credit terms (CS206500) via the custom Bootstrap/1.6.0 endpoint (the
+# Credit terms (CS206500) via the custom Bootstrap/1.7.0 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/1.6.0
+endpoint: Bootstrap/1.7.0
 records:
 - TermsID: NET30
   Descr: Net 30 Days

{acumatica_cli-0.7.0 → acumatica_cli-0.8.0}/src/acumatica_cli/templates/setup/10-financial-year.yaml

@@ -19,7 +19,7 @@
 # generation consumes this setup row.
 action: GeneratePeriods
 entity: FinancialYearSettings
-endpoint: Bootstrap/1.6.0
+endpoint: Bootstrap/1.7.0
 record:
   BegFinYear: "2026-01-01"
   FinPeriods: 12

{acumatica_cli-0.7.0 → acumatica_cli-0.8.0}/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/1.6.0
+endpoint: Bootstrap/1.7.0
 record:
   FinancialYear: "2026"
 parameters:

{acumatica_cli-0.7.0 → acumatica_cli-0.8.0}/src/acumatica_cli/templates/setup/30-open-periods.yaml

@@ -22,7 +22,7 @@
 # consumes the periods generation creates.
 action: ProcessAll
 entity: ManagePeriods
-endpoint: Bootstrap/1.6.0
+endpoint: Bootstrap/1.7.0
 record:
   Action: Open
   FromYear: "2026"