robosystems-client 2.9.0__tar.gz → 2.9.2__tar.gz

{robosystems_client-2.9.0 → robosystems_client-2.9.2}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.5
 Name: robosystems-client
-Version: 2.9.0
+Version: 2.9.2
 Summary: Python client library for the RoboSystems financial intelligence platform
 Project-URL: Homepage, https://robosystems.ai
 Project-URL: Documentation, https://robosystems.ai/docs/technical

{robosystems_client-2.9.0 → robosystems_client-2.9.2}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "robosystems-client"
-version = "2.9.0"
+version = "2.9.2"
 description = "Python client library for the RoboSystems financial intelligence platform"
 readme = "README.md"
 requires-python = ">=3.11"

{robosystems_client-2.9.0 → robosystems_client-2.9.2}/robosystems_client/api/connections/create_connection.py

@@ -113,8 +113,9 @@ def sync_detailed(
   allowed per provider per graph, except 'external' which allows one per source_name and 'plaid' which
   allows one per bank login (a connection still waiting on Link is returned instead of a second).
   Plaid: returns a pending connection — `POST /oauth/init` returns a `link_token` for Plaid Link. A
-  bank feed (Mercury, Plaid) is refused (409) beside a live QuickBooks connection or on a graph with
-  no chart of accounts.
+  bank feed (Mercury, Plaid) names the entity its accounts book to (`entity_id`, the group parent when
+  omitted) and is refused (409) when that entity has no chart of accounts or is the one QuickBooks
+  keeps; QuickBooks is refused (409) when the group parent's books are already native.
 
   Args:
       graph_id (str):
@@ -154,8 +155,9 @@ def sync(
   allowed per provider per graph, except 'external' which allows one per source_name and 'plaid' which
   allows one per bank login (a connection still waiting on Link is returned instead of a second).
   Plaid: returns a pending connection — `POST /oauth/init` returns a `link_token` for Plaid Link. A
-  bank feed (Mercury, Plaid) is refused (409) beside a live QuickBooks connection or on a graph with
-  no chart of accounts.
+  bank feed (Mercury, Plaid) names the entity its accounts book to (`entity_id`, the group parent when
+  omitted) and is refused (409) when that entity has no chart of accounts or is the one QuickBooks
+  keeps; QuickBooks is refused (409) when the group parent's books are already native.
 
   Args:
       graph_id (str):
@@ -190,8 +192,9 @@ async def asyncio_detailed(
   allowed per provider per graph, except 'external' which allows one per source_name and 'plaid' which
   allows one per bank login (a connection still waiting on Link is returned instead of a second).
   Plaid: returns a pending connection — `POST /oauth/init` returns a `link_token` for Plaid Link. A
-  bank feed (Mercury, Plaid) is refused (409) beside a live QuickBooks connection or on a graph with
-  no chart of accounts.
+  bank feed (Mercury, Plaid) names the entity its accounts book to (`entity_id`, the group parent when
+  omitted) and is refused (409) when that entity has no chart of accounts or is the one QuickBooks
+  keeps; QuickBooks is refused (409) when the group parent's books are already native.
 
   Args:
       graph_id (str):
@@ -229,8 +232,9 @@ async def asyncio(
   allowed per provider per graph, except 'external' which allows one per source_name and 'plaid' which
   allows one per bank login (a connection still waiting on Link is returned instead of a second).
   Plaid: returns a pending connection — `POST /oauth/init` returns a `link_token` for Plaid Link. A
-  bank feed (Mercury, Plaid) is refused (409) beside a live QuickBooks connection or on a graph with
-  no chart of accounts.
+  bank feed (Mercury, Plaid) names the entity its accounts book to (`entity_id`, the group parent when
+  omitted) and is refused (409) when that entity has no chart of accounts or is the one QuickBooks
+  keeps; QuickBooks is refused (409) when the group parent's books are already native.
 
   Args:
       graph_id (str):

{robosystems_client-2.9.0 → robosystems_client-2.9.2}/robosystems_client/api/connections/set_connection_write_policy.py

@@ -106,10 +106,13 @@ def sync_detailed(
 ) -> Response[ConnectionResponse | ErrorResponse | HTTPValidationError]:
   """Set Connection Write Policy
 
-   Opt a connection into or out of outbound write-back. 'qb_authoritative' makes QuickBooks the source
-  of truth — RoboSystems-originated entries (manual JEs, schedule drafts) publish to QuickBooks when
-  executed or at close. 'native' keeps RoboSystems authoritative with no write-back. This is the
-  explicit operator opt-in for writing to your books of record.
+   Choose how a live connection and RoboSystems share the books. 'qb_authoritative', the default, makes
+  QuickBooks the book of record: RoboSystems-originated entries (manual JEs, schedule drafts) publish
+  to QuickBooks when executed or at close. 'shadow' keeps QuickBooks the book of record and writes
+  nothing to it: the close posts nothing locally either, its drafts become shadowed expectations
+  compared with what QuickBooks holds, and its gates are recorded as findings. 'native' is not a
+  choice here: it is what disconnecting or severing leaves, books kept in RoboSystems with no
+  connection to write to. This is the explicit operator opt-in for writing to your books of record.
 
   Args:
       graph_id (str):
@@ -149,10 +152,13 @@ def sync(
 ) -> ConnectionResponse | ErrorResponse | HTTPValidationError | None:
   """Set Connection Write Policy
 
-   Opt a connection into or out of outbound write-back. 'qb_authoritative' makes QuickBooks the source
-  of truth — RoboSystems-originated entries (manual JEs, schedule drafts) publish to QuickBooks when
-  executed or at close. 'native' keeps RoboSystems authoritative with no write-back. This is the
-  explicit operator opt-in for writing to your books of record.
+   Choose how a live connection and RoboSystems share the books. 'qb_authoritative', the default, makes
+  QuickBooks the book of record: RoboSystems-originated entries (manual JEs, schedule drafts) publish
+  to QuickBooks when executed or at close. 'shadow' keeps QuickBooks the book of record and writes
+  nothing to it: the close posts nothing locally either, its drafts become shadowed expectations
+  compared with what QuickBooks holds, and its gates are recorded as findings. 'native' is not a
+  choice here: it is what disconnecting or severing leaves, books kept in RoboSystems with no
+  connection to write to. This is the explicit operator opt-in for writing to your books of record.
 
   Args:
       graph_id (str):
@@ -187,10 +193,13 @@ async def asyncio_detailed(
 ) -> Response[ConnectionResponse | ErrorResponse | HTTPValidationError]:
   """Set Connection Write Policy
 
-   Opt a connection into or out of outbound write-back. 'qb_authoritative' makes QuickBooks the source
-  of truth — RoboSystems-originated entries (manual JEs, schedule drafts) publish to QuickBooks when
-  executed or at close. 'native' keeps RoboSystems authoritative with no write-back. This is the
-  explicit operator opt-in for writing to your books of record.
+   Choose how a live connection and RoboSystems share the books. 'qb_authoritative', the default, makes
+  QuickBooks the book of record: RoboSystems-originated entries (manual JEs, schedule drafts) publish
+  to QuickBooks when executed or at close. 'shadow' keeps QuickBooks the book of record and writes
+  nothing to it: the close posts nothing locally either, its drafts become shadowed expectations
+  compared with what QuickBooks holds, and its gates are recorded as findings. 'native' is not a
+  choice here: it is what disconnecting or severing leaves, books kept in RoboSystems with no
+  connection to write to. This is the explicit operator opt-in for writing to your books of record.
 
   Args:
       graph_id (str):
@@ -228,10 +237,13 @@ async def asyncio(
 ) -> ConnectionResponse | ErrorResponse | HTTPValidationError | None:
   """Set Connection Write Policy
 
-   Opt a connection into or out of outbound write-back. 'qb_authoritative' makes QuickBooks the source
-  of truth — RoboSystems-originated entries (manual JEs, schedule drafts) publish to QuickBooks when
-  executed or at close. 'native' keeps RoboSystems authoritative with no write-back. This is the
-  explicit operator opt-in for writing to your books of record.
+   Choose how a live connection and RoboSystems share the books. 'qb_authoritative', the default, makes
+  QuickBooks the book of record: RoboSystems-originated entries (manual JEs, schedule drafts) publish
+  to QuickBooks when executed or at close. 'shadow' keeps QuickBooks the book of record and writes
+  nothing to it: the close posts nothing locally either, its drafts become shadowed expectations
+  compared with what QuickBooks holds, and its gates are recorded as findings. 'native' is not a
+  choice here: it is what disconnecting or severing leaves, books kept in RoboSystems with no
+  connection to write to. This is the explicit operator opt-in for writing to your books of record.
 
   Args:
       graph_id (str):

{robosystems_client-2.9.0 → robosystems_client-2.9.2}/robosystems_client/api/robo_ledger_fiscal_close/close_period.py

@@ -120,7 +120,10 @@ def sync_detailed(
   isn't set up). Period must be exactly `closed_through + 1` — sequence violations return 422 with
   structured `blockers`. Common blockers: `sync_stale` (override with `allow_stale_sync=true` after
   manual verification), `period_incomplete` (draft entries unbalanced), `sequence_violation` (out-of-
-  order).
+  order). Under a QuickBooks connection whose write_policy is `shadow`, the close observes instead:
+  nothing is written to QuickBooks or posted, the drafts become `shadowed` expectations
+  (`entries_shadowed`), and the gates that would have blocked are returned as `gate_findings` rather
+  than enforced.
 
   **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.
@@ -170,7 +173,10 @@ def sync(
   isn't set up). Period must be exactly `closed_through + 1` — sequence violations return 422 with
   structured `blockers`. Common blockers: `sync_stale` (override with `allow_stale_sync=true` after
   manual verification), `period_incomplete` (draft entries unbalanced), `sequence_violation` (out-of-
-  order).
+  order). Under a QuickBooks connection whose write_policy is `shadow`, the close observes instead:
+  nothing is written to QuickBooks or posted, the drafts become `shadowed` expectations
+  (`entries_shadowed`), and the gates that would have blocked are returned as `gate_findings` rather
+  than enforced.
 
   **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.
@@ -215,7 +221,10 @@ async def asyncio_detailed(
   isn't set up). Period must be exactly `closed_through + 1` — sequence violations return 422 with
   structured `blockers`. Common blockers: `sync_stale` (override with `allow_stale_sync=true` after
   manual verification), `period_incomplete` (draft entries unbalanced), `sequence_violation` (out-of-
-  order).
+  order). Under a QuickBooks connection whose write_policy is `shadow`, the close observes instead:
+  nothing is written to QuickBooks or posted, the drafts become `shadowed` expectations
+  (`entries_shadowed`), and the gates that would have blocked are returned as `gate_findings` rather
+  than enforced.
 
   **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.
@@ -263,7 +272,10 @@ async def asyncio(
   isn't set up). Period must be exactly `closed_through + 1` — sequence violations return 422 with
   structured `blockers`. Common blockers: `sync_stale` (override with `allow_stale_sync=true` after
   manual verification), `period_incomplete` (draft entries unbalanced), `sequence_violation` (out-of-
-  order).
+  order). Under a QuickBooks connection whose write_policy is `shadow`, the close observes instead:
+  nothing is written to QuickBooks or posted, the drafts become `shadowed` expectations
+  (`entries_shadowed`), and the gates that would have blocked are returned as `gate_findings` rather
+  than enforced.
 
   **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.

{robosystems_client-2.9.0 → robosystems_client-2.9.2}/robosystems_client/api/robo_ledger_setup/link_bank_account.py

@@ -118,7 +118,8 @@ def sync_detailed(
   books the feed's lines go into, so this is also how a feed account is bound to a subsidiary. Lines
   still in the inbox move with it (across an entity change their suggestion is resolved again on the
   new chart, and a classification that named the old entity's account is dropped); posted entries stay
-  where they were posted. An account another connection already feeds is refused. An account the feed
+  where they were posted. An account another connection already feeds is refused, as is an entity
+  whose books QuickBooks keeps (the group parent, while QuickBooks is connected). An account the feed
   created and then left stays on its chart as an ordinary account. A sync already in flight when the
   link moves can still land a line or two on the old account; running this again moves them. Read the
   group's accounts with the `bankAccounts` GraphQL field.
@@ -172,7 +173,8 @@ def sync(
   books the feed's lines go into, so this is also how a feed account is bound to a subsidiary. Lines
   still in the inbox move with it (across an entity change their suggestion is resolved again on the
   new chart, and a classification that named the old entity's account is dropped); posted entries stay
-  where they were posted. An account another connection already feeds is refused. An account the feed
+  where they were posted. An account another connection already feeds is refused, as is an entity
+  whose books QuickBooks keeps (the group parent, while QuickBooks is connected). An account the feed
   created and then left stays on its chart as an ordinary account. A sync already in flight when the
   link moves can still land a line or two on the old account; running this again moves them. Read the
   group's accounts with the `bankAccounts` GraphQL field.
@@ -221,7 +223,8 @@ async def asyncio_detailed(
   books the feed's lines go into, so this is also how a feed account is bound to a subsidiary. Lines
   still in the inbox move with it (across an entity change their suggestion is resolved again on the
   new chart, and a classification that named the old entity's account is dropped); posted entries stay
-  where they were posted. An account another connection already feeds is refused. An account the feed
+  where they were posted. An account another connection already feeds is refused, as is an entity
+  whose books QuickBooks keeps (the group parent, while QuickBooks is connected). An account the feed
   created and then left stays on its chart as an ordinary account. A sync already in flight when the
   link moves can still land a line or two on the old account; running this again moves them. Read the
   group's accounts with the `bankAccounts` GraphQL field.
@@ -273,7 +276,8 @@ async def asyncio(
   books the feed's lines go into, so this is also how a feed account is bound to a subsidiary. Lines
   still in the inbox move with it (across an entity change their suggestion is resolved again on the
   new chart, and a classification that named the old entity's account is dropped); posted entries stay
-  where they were posted. An account another connection already feeds is refused. An account the feed
+  where they were posted. An account another connection already feeds is refused, as is an entity
+  whose books QuickBooks keeps (the group parent, while QuickBooks is connected). An account the feed
   created and then left stays on its chart as an ordinary account. A sync already in flight when the
   link moves can still land a line or two on the old account; running this again moves them. Read the
   group's accounts with the `bankAccounts` GraphQL field.

{robosystems_client-2.9.0 → robosystems_client-2.9.2}/robosystems_client/graphql/schema.graphql

@@ -2376,7 +2376,8 @@ type PeriodCloseStatus {
 One schedule's contribution to a period close — drafted closing
 entry plus its reversal (when `auto_reverse=True`).
 
-`status` is the closing entry's draft/posted lifecycle. The
+`status` is the closing entry's draft/posted lifecycle (`shadowed` when a
+shadow close took the draft as an expectation and posted nothing). The
 reversal mirrors the same shape with `reversal_*` fields.
 """
 type PeriodCloseItem {
@@ -2403,7 +2404,9 @@ schema and both SDKs derive from it, and an opaque blob would push the
 shape onto every reader to rediscover.
 """
 type CloseReceipt {
-  """Receipt schema version; 1 is the first shipped shape"""
+  """
+  Receipt schema version; 1 is the first shipped shape, 2 adds the shadow fields
+  """
   version: Int!
 
   """Period this receipt is for (YYYY-MM)"""
@@ -2436,6 +2439,18 @@ type CloseReceipt {
   """structure_id -> minted fact_set_id"""
   stampedStatementSets: JSON!
   statementRuleSummary: JSON
+
+  """
+  The close ran in shadow: nothing written to QuickBooks, nothing posted, the drafts shadowed, the gates recorded as findings
+  """
+  shadow: Boolean!
+  entriesShadowed: Int!
+
+  """Blocker codes a shadow close recorded instead of enforcing"""
+  gateFindings: [String!]!
+
+  """Each finding's size: days stale, or a count"""
+  gateFindingCounts: JSON
 }
 
 """
@@ -2610,7 +2625,7 @@ type PeriodDrafts {
   qbWritebackConnectionId: String
 
   """
-  write_policy of the publishing QB connection ('qb_authoritative' / 'hybrid'), or null when there is no write-back connection.
+  write_policy of the publishing QB connection ('qb_authoritative' / 'hybrid'), 'shadow' when the connection runs in shadow, or null when there is no write-back connection.
   """
   qbWritePolicy: String
 
@@ -2619,6 +2634,14 @@ type PeriodDrafts {
 
   """Number of drafts that post locally only (no QB write-back)."""
   localOnlyCount: Int!
+
+  """
+  True when the connection runs in shadow: the close writes nothing to QuickBooks and posts nothing; every draft becomes a shadowed expectation compared with what QuickBooks holds.
+  """
+  shadow: Boolean!
+
+  """Number of drafts the close will shadow (all of them, in shadow)."""
+  shadowedCount: Int!
   drafts: [DraftEntry!]!
 }
 
@@ -2656,6 +2679,11 @@ type DraftEntry {
   True if closing the period will publish this draft to QuickBooks — i.e. the graph has a qb_authoritative/hybrid QB connection AND this is an RL-originated draft (schedule/manual) not already in QB. False means it posts locally only.
   """
   willPublishToQb: Boolean!
+
+  """
+  What the close does with this draft: 'publish' writes it to QuickBooks, 'post' posts it locally, 'shadow' takes it as an expectation with nothing written or posted (a shadow connection).
+  """
+  closeDisposition: String!
 }
 
 """A single line item within a draft entry."""

{robosystems_client-2.9.0 → robosystems_client-2.9.2}/robosystems_client/models/__init__.py

@@ -59,6 +59,9 @@ from .checkout_status_response import CheckoutStatusResponse
 from .classification_lite import ClassificationLite
 from .close_period_operation import ClosePeriodOperation
 from .close_period_response import ClosePeriodResponse
+from .close_period_response_gate_finding_counts import (
+  ClosePeriodResponseGateFindingCounts,
+)
 from .close_period_response_rule_summary_type_0 import (
   ClosePeriodResponseRuleSummaryType0,
 )
@@ -1165,6 +1168,7 @@ __all__ = (
   "ClassificationLite",
   "ClosePeriodOperation",
   "ClosePeriodResponse",
+  "ClosePeriodResponseGateFindingCounts",
   "ClosePeriodResponseRuleSummaryType0",
   "ClosePeriodResponseStampedStatementSets",
   "ClosePeriodResponseStatementRuleSummaryType0",

{robosystems_client-2.9.0 → robosystems_client-2.9.2}/robosystems_client/models/close_period_response.py

@@ -9,6 +9,9 @@ from attrs import field as _attrs_field
 from ..types import UNSET, Unset
 
 if TYPE_CHECKING:
+  from ..models.close_period_response_gate_finding_counts import (
+    ClosePeriodResponseGateFindingCounts,
+  )
   from ..models.close_period_response_rule_summary_type_0 import (
     ClosePeriodResponseRuleSummaryType0,
   )
@@ -47,6 +50,16 @@ class ClosePeriodResponse:
           close. Pairs with rule_summary.
       statements_stamped (bool | Unset): Whether the close stamped the period's canonical statement FactSets (the
           close-time pivot). False when the tenant hasn't set up reporting yet — see statement_stamp_note. Default: False.
+      shadow (bool | Unset): True when the close ran in shadow (the QuickBooks connection's write_policy is 'shadow'):
+          nothing was written to QuickBooks, nothing posted, the in-window drafts were shadowed, and the gates that would
+          have blocked the close are in gate_findings. Default: False.
+      entries_shadowed (int | Unset): Drafts a shadow close took as expectations (status 'shadowed') instead of
+          posting. Always 0 outside shadow. Default: 0.
+      gate_findings (list[str] | Unset): Blocker codes a shadow close recorded instead of enforcing: sync_stale,
+          pending_obligations, stranded_obligations, reconciling_items, unposted_source_events, unreconciled_accounts.
+          Empty outside shadow.
+      gate_finding_counts (ClosePeriodResponseGateFindingCounts | Unset): Each finding's size: days stale for
+          sync_stale, a count for the rest.
       statement_stamp_note (None | str | Unset): Soft-skip reason when statements_stamped is false: no_coa_mapping |
           no_entity | no_statement_structures | no_taxonomy.
       stamped_statement_sets (ClosePeriodResponseStampedStatementSets | Unset): structure_id -> fact_set_id for every
@@ -65,6 +78,10 @@ class ClosePeriodResponse:
   rule_summary: ClosePeriodResponseRuleSummaryType0 | None | Unset = UNSET
   evaluated_structure_ids: list[str] | Unset = UNSET
   statements_stamped: bool | Unset = False
+  shadow: bool | Unset = False
+  entries_shadowed: int | Unset = 0
+  gate_findings: list[str] | Unset = UNSET
+  gate_finding_counts: ClosePeriodResponseGateFindingCounts | Unset = UNSET
   statement_stamp_note: None | str | Unset = UNSET
   stamped_statement_sets: ClosePeriodResponseStampedStatementSets | Unset = UNSET
   statement_rule_summary: (
@@ -106,6 +123,18 @@ class ClosePeriodResponse:
 
     statements_stamped = self.statements_stamped
 
+    shadow = self.shadow
+
+    entries_shadowed = self.entries_shadowed
+
+    gate_findings: list[str] | Unset = UNSET
+    if not isinstance(self.gate_findings, Unset):
+      gate_findings = self.gate_findings
+
+    gate_finding_counts: dict[str, Any] | Unset = UNSET
+    if not isinstance(self.gate_finding_counts, Unset):
+      gate_finding_counts = self.gate_finding_counts.to_dict()
+
     statement_stamp_note: None | str | Unset
     if isinstance(self.statement_stamp_note, Unset):
       statement_stamp_note = UNSET
@@ -148,6 +177,14 @@ class ClosePeriodResponse:
       field_dict["evaluated_structure_ids"] = evaluated_structure_ids
     if statements_stamped is not UNSET:
       field_dict["statements_stamped"] = statements_stamped
+    if shadow is not UNSET:
+      field_dict["shadow"] = shadow
+    if entries_shadowed is not UNSET:
+      field_dict["entries_shadowed"] = entries_shadowed
+    if gate_findings is not UNSET:
+      field_dict["gate_findings"] = gate_findings
+    if gate_finding_counts is not UNSET:
+      field_dict["gate_finding_counts"] = gate_finding_counts
     if statement_stamp_note is not UNSET:
       field_dict["statement_stamp_note"] = statement_stamp_note
     if stamped_statement_sets is not UNSET:
@@ -159,6 +196,9 @@ class ClosePeriodResponse:
 
   @classmethod
   def from_dict(cls: type[T], src_dict: Mapping[str, Any]) -> T:
+    from ..models.close_period_response_gate_finding_counts import (
+      ClosePeriodResponseGateFindingCounts,
+    )
     from ..models.close_period_response_rule_summary_type_0 import (
       ClosePeriodResponseRuleSummaryType0,
     )
@@ -206,6 +246,21 @@ class ClosePeriodResponse:
 
     statements_stamped = d.pop("statements_stamped", UNSET)
 
+    shadow = d.pop("shadow", UNSET)
+
+    entries_shadowed = d.pop("entries_shadowed", UNSET)
+
+    gate_findings = cast(list[str], d.pop("gate_findings", UNSET))
+
+    _gate_finding_counts = d.pop("gate_finding_counts", UNSET)
+    gate_finding_counts: ClosePeriodResponseGateFindingCounts | Unset
+    if isinstance(_gate_finding_counts, Unset):
+      gate_finding_counts = UNSET
+    else:
+      gate_finding_counts = ClosePeriodResponseGateFindingCounts.from_dict(
+        _gate_finding_counts
+      )
+
     def _parse_statement_stamp_note(data: object) -> None | str | Unset:
       if data is None:
         return data
@@ -259,6 +314,10 @@ class ClosePeriodResponse:
       rule_summary=rule_summary,
       evaluated_structure_ids=evaluated_structure_ids,
       statements_stamped=statements_stamped,
+      shadow=shadow,
+      entries_shadowed=entries_shadowed,
+      gate_findings=gate_findings,
+      gate_finding_counts=gate_finding_counts,
       statement_stamp_note=statement_stamp_note,
       stamped_statement_sets=stamped_statement_sets,
       statement_rule_summary=statement_rule_summary,

robosystems_client-2.9.2/robosystems_client/models/close_period_response_gate_finding_counts.py

@@ -0,0 +1,47 @@
+from __future__ import annotations
+
+from collections.abc import Mapping
+from typing import Any, TypeVar
+
+from attrs import define as _attrs_define
+from attrs import field as _attrs_field
+
+T = TypeVar("T", bound="ClosePeriodResponseGateFindingCounts")
+
+
+@_attrs_define
+class ClosePeriodResponseGateFindingCounts:
+  """Each finding's size: days stale for sync_stale, a count for the rest."""
+
+  additional_properties: dict[str, int] = _attrs_field(init=False, factory=dict)
+
+  def to_dict(self) -> dict[str, Any]:
+
+    field_dict: dict[str, Any] = {}
+    field_dict.update(self.additional_properties)
+
+    return field_dict
+
+  @classmethod
+  def from_dict(cls: type[T], src_dict: Mapping[str, Any]) -> T:
+    d = dict(src_dict)
+    close_period_response_gate_finding_counts = cls()
+
+    close_period_response_gate_finding_counts.additional_properties = d
+    return close_period_response_gate_finding_counts
+
+  @property
+  def additional_keys(self) -> list[str]:
+    return list(self.additional_properties.keys())
+
+  def __getitem__(self, key: str) -> int:
+    return self.additional_properties[key]
+
+  def __setitem__(self, key: str, value: int) -> None:
+    self.additional_properties[key] = value
+
+  def __delitem__(self, key: str) -> None:
+    del self.additional_properties[key]
+
+  def __contains__(self, key: str) -> bool:
+    return key in self.additional_properties

{robosystems_client-2.9.0 → robosystems_client-2.9.2}/robosystems_client/models/link_bank_account_response.py

@@ -28,7 +28,7 @@ class LinkBankAccountResponse:
           previous entity's chart. Default: 0.
       pairs_across_entities (int | Unset): Open transfer pairs whose two legs now sit on two entities, because only
           one leg's account moved. Intercompany; the commit guard refuses them until the other leg follows. Default: 0.
-      changed (bool | Unset): False when the link already stood. Default: True.
+      changed (bool | Unset): False when the link already stood and no line moved. Default: True.
   """
 
   connection_id: str

{robosystems_client-2.9.0 → robosystems_client-2.9.2}/robosystems_client/models/mercury_connection_config.py

@@ -16,8 +16,9 @@ T = TypeVar("T", bound="MercuryConnectionConfig")
 class 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
+  A bank feed is native accounting: the entity its accounts land on must
+  already have a chart of accounts and must not be the one QuickBooks keeps
+  (the group parent, while QuickBooks is connected). 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
@@ -30,11 +31,15 @@ class MercuryConnectionConfig:
           include_treasury (bool | Unset): Capture treasury-account activity alongside checking/savings. Default: True.
           api_key (None | str | Unset): A personal read-only Mercury API token, for deployments that allow the api_key
               credential mode. Omit to connect over OAuth.
+          entity_id (None | str | Unset): The entity whose books the feed's accounts land on: a subsidiary's id, or omit
+              for the group parent. Required when QuickBooks keeps the parent's books. Each account can be moved to another
+              entity later with `link-bank-account`.
   """
 
   since_date: datetime.date | None | Unset = UNSET
   include_treasury: bool | Unset = True
   api_key: None | str | Unset = UNSET
+  entity_id: None | str | Unset = UNSET
   additional_properties: dict[str, Any] = _attrs_field(init=False, factory=dict)
 
   def to_dict(self) -> dict[str, Any]:
@@ -54,6 +59,12 @@ class MercuryConnectionConfig:
     else:
       api_key = self.api_key
 
+    entity_id: None | str | Unset
+    if isinstance(self.entity_id, Unset):
+      entity_id = UNSET
+    else:
+      entity_id = self.entity_id
+
     field_dict: dict[str, Any] = {}
     field_dict.update(self.additional_properties)
     field_dict.update({})
@@ -63,6 +74,8 @@ class MercuryConnectionConfig:
       field_dict["include_treasury"] = include_treasury
     if api_key is not UNSET:
       field_dict["api_key"] = api_key
+    if entity_id is not UNSET:
+      field_dict["entity_id"] = entity_id
 
     return field_dict
 
@@ -98,10 +111,20 @@ class MercuryConnectionConfig:
 
     api_key = _parse_api_key(d.pop("api_key", UNSET))
 
+    def _parse_entity_id(data: object) -> None | str | Unset:
+      if data is None:
+        return data
+      if isinstance(data, Unset):
+        return data
+      return cast(None | str | Unset, data)
+
+    entity_id = _parse_entity_id(d.pop("entity_id", UNSET))
+
     mercury_connection_config = cls(
       since_date=since_date,
       include_treasury=include_treasury,
       api_key=api_key,
+      entity_id=entity_id,
     )
 
     mercury_connection_config.additional_properties = d

{robosystems_client-2.9.0 → robosystems_client-2.9.2}/robosystems_client/models/plaid_connection_config.py

@@ -16,19 +16,24 @@ T = TypeVar("T", bound="PlaidConnectionConfig")
 class PlaidConnectionConfig:
   """Plaid bank-feed connection configuration.
 
-  A bank feed is native accounting: the graph must already have a chart of
-  accounts and no live QuickBooks connection. The connection is created
-  `pending_oauth`; `POST /oauth/init` returns a `link_token` for Plaid
-  Link, and the `public_token` Link hands back completes it through
+  A bank feed is native accounting: the entity its accounts land on must
+  already have a chart of accounts and must not be the one QuickBooks keeps
+  (the group parent, while QuickBooks is connected). The connection is
+  created `pending_oauth`; `POST /oauth/init` returns a `link_token` for
+  Plaid Link, and the `public_token` Link hands back completes it through
   `POST /oauth/callback/plaid` (as `code`). One connection per institution
   login; a graph can hold several.
 
       Attributes:
           since_date (datetime.date | None | Unset): First day of the backfill (ISO 8601), and how much history Plaid is
               asked to pull for the new Item (at most two years). Defaults to 1 January of last year.
+          entity_id (None | str | Unset): The entity whose books the feed's accounts land on: a subsidiary's id, or omit
+              for the group parent. Required when QuickBooks keeps the parent's books. Each account can be moved to another
+              entity later with `link-bank-account`.
   """
 
   since_date: datetime.date | None | Unset = UNSET
+  entity_id: None | str | Unset = UNSET
   additional_properties: dict[str, Any] = _attrs_field(init=False, factory=dict)
 
   def to_dict(self) -> dict[str, Any]:
@@ -40,11 +45,19 @@ class PlaidConnectionConfig:
     else:
       since_date = self.since_date
 
+    entity_id: None | str | Unset
+    if isinstance(self.entity_id, Unset):
+      entity_id = UNSET
+    else:
+      entity_id = self.entity_id
+
     field_dict: dict[str, Any] = {}
     field_dict.update(self.additional_properties)
     field_dict.update({})
     if since_date is not UNSET:
       field_dict["since_date"] = since_date
+    if entity_id is not UNSET:
+      field_dict["entity_id"] = entity_id
 
     return field_dict
 
@@ -69,8 +82,18 @@ class PlaidConnectionConfig:
 
     since_date = _parse_since_date(d.pop("since_date", UNSET))
 
+    def _parse_entity_id(data: object) -> None | str | Unset:
+      if data is None:
+        return data
+      if isinstance(data, Unset):
+        return data
+      return cast(None | str | Unset, data)
+
+    entity_id = _parse_entity_id(d.pop("entity_id", UNSET))
+
     plaid_connection_config = cls(
       since_date=since_date,
+      entity_id=entity_id,
     )
 
     plaid_connection_config.additional_properties = d