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accounting/RELEASES.md

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@@ -174,4 +174,12 @@ Based on:
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- OpenAPI Doc 2.1.0 https://raw.githubusercontent.com/codatio/oas/main/yaml/Codat-Accounting.yaml
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- Speakeasy CLI 1.18.9 (2.16.4) https://github.com/speakeasy-api/speakeasy
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### Releases
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- [PyPI v0.9.1] https://pypi.org/project/codat-accounting/0.9.1 - accounting
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- [PyPI v0.9.1] https://pypi.org/project/codat-accounting/0.9.1 - accounting
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## 2023-03-29 00:12:18
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### Changes
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Based on:
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- OpenAPI Doc 2.1.0 https://raw.githubusercontent.com/codatio/oas/main/yaml/Codat-Accounting.yaml
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- Speakeasy CLI 1.19.2 (2.16.5) https://github.com/speakeasy-api/speakeasy
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### Releases
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- [PyPI v0.9.2] https://pypi.org/project/codat-accounting/0.9.2 - accounting

accounting/gen.yaml

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configVersion: 1.0.0
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management:
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docChecksum: 6a22ba9799102c5c00c10ced8898c993
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docChecksum: 7107338c88df698f5c6f71ea7a1a7ae0
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docVersion: 2.1.0
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speakeasyVersion: 1.18.9
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generationVersion: 2.16.4
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speakeasyVersion: 1.19.2
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generationVersion: 2.16.5
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generation:
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telemetryEnabled: false
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sdkClassName: codat
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sdkFlattening: true
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singleTagPerOp: false
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python:
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version: 0.9.1
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version: 0.9.2
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author: Speakeasy
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description: Python Client SDK Generated by Speakeasy
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packageName: codat-accounting

accounting/setup.py

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setuptools.setup(
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name="codat-accounting",
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version="0.9.1",
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version="0.9.2",
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author="Speakeasy",
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description="Python Client SDK Generated by Speakeasy",
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long_description=long_description,

accounting/src/codat/models/operations/__init__.py

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accounting/src/codat/models/operations/create_account.py

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@@ -89,13 +89,11 @@ class CreateAccountSourceModifiedDateValidDataTypeLinks:
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class CreateAccountSourceModifiedDate:
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r"""> **Language tip:** Accounts are also referred to as **chart of accounts**, **nominal accounts**, and **general ledger**.
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Explore the <a className=\"external\" href=\"https://api.codat.io/swagger/index.html#/Accounts\" target=\"_blank\">Accounts</a> endpoints in Swagger.
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View the coverage for accounts in the <a className=\"external\" href=\"https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=chartOfAccounts\" target=\"_blank\">Data coverage explorer</a>.
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## Overview
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Accounts are the categories a business uses to record accounting transactions. From the Accounts endpoints, you can retrieve [a list of all accounts for a specified company](https://api.codat.io/swagger/index.html#/Accounts/Accounts_List).
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Accounts are the categories a business uses to record accounting transactions. From the Accounts endpoints, you can retrieve a list of all accounts for a specified company.
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The categories for an account include:
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* Asset
@@ -118,7 +116,7 @@ class CreateAccountSourceModifiedDate:
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type: CreateAccountSourceModifiedDateTypeEnum = dataclasses.field(metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('type') }})
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r"""Type of account"""
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currency: Optional[str] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('currency'), 'exclude': lambda f: f is None }})
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r"""The currency data type in Codat is the [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) currency code. e.g. _GBP_.
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r"""The currency data type in Codat is the [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) currency code, e.g. _GBP_.
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## Unknown currencies
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@@ -267,13 +265,11 @@ class CreateAccount200ApplicationJSONSourceModifiedDateValidDataTypeLinks:
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class CreateAccount200ApplicationJSONSourceModifiedDate:
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r"""> **Language tip:** Accounts are also referred to as **chart of accounts**, **nominal accounts**, and **general ledger**.
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Explore the <a className=\"external\" href=\"https://api.codat.io/swagger/index.html#/Accounts\" target=\"_blank\">Accounts</a> endpoints in Swagger.
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View the coverage for accounts in the <a className=\"external\" href=\"https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=chartOfAccounts\" target=\"_blank\">Data coverage explorer</a>.
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## Overview
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Accounts are the categories a business uses to record accounting transactions. From the Accounts endpoints, you can retrieve [a list of all accounts for a specified company](https://api.codat.io/swagger/index.html#/Accounts/Accounts_List).
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Accounts are the categories a business uses to record accounting transactions. From the Accounts endpoints, you can retrieve a list of all accounts for a specified company.
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The categories for an account include:
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* Asset
@@ -296,7 +292,7 @@ class CreateAccount200ApplicationJSONSourceModifiedDate:
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type: CreateAccount200ApplicationJSONSourceModifiedDateTypeEnum = dataclasses.field(metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('type') }})
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r"""Type of account"""
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currency: Optional[str] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('currency'), 'exclude': lambda f: f is None }})
299-
r"""The currency data type in Codat is the [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) currency code. e.g. _GBP_.
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r"""The currency data type in Codat is the [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) currency code, e.g. _GBP_.
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## Unknown currencies
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@@ -331,6 +327,51 @@ class CreateAccount200ApplicationJSONSourceModifiedDate:
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valid_datatype_links: Optional[list[CreateAccount200ApplicationJSONSourceModifiedDateValidDataTypeLinks]] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('validDatatypeLinks'), 'exclude': lambda f: f is None }})
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r"""'The validDatatypeLinks can be used to determine whether an account can be correctly mapped to another object; for example, accounts with a `type` of `income` might only support being used on an Invoice and Direct Income. For more information, see Valid Data Type Links.'"""
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330+
class CreateAccount200ApplicationJSONDataTypeEnum(str, Enum):
331+
r"""The type of data being pushed, eg invoices, customers."""
332+
ACCOUNT_TRANSACTIONS = "accountTransactions"
333+
BALANCE_SHEET = "balanceSheet"
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BANK_ACCOUNTS = "bankAccounts"
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BANK_TRANSACTIONS = "bankTransactions"
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BILL_CREDIT_NOTES = "billCreditNotes"
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BILL_PAYMENTS = "billPayments"
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BILLS = "bills"
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CASH_FLOW_STATEMENT = "cashFlowStatement"
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CHART_OF_ACCOUNTS = "chartOfAccounts"
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COMPANY = "company"
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CREDIT_NOTES = "creditNotes"
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CUSTOMERS = "customers"
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DIRECT_COSTS = "directCosts"
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DIRECT_INCOMES = "directIncomes"
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INVOICES = "invoices"
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ITEMS = "items"
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JOURNAL_ENTRIES = "journalEntries"
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JOURNALS = "journals"
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PAYMENT_METHODS = "paymentMethods"
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PAYMENTS = "payments"
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PROFIT_AND_LOSS = "profitAndLoss"
353+
PURCHASE_ORDERS = "purchaseOrders"
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SALES_ORDERS = "salesOrders"
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SUPPLIERS = "suppliers"
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TAX_RATES = "taxRates"
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TRACKING_CATEGORIES = "trackingCategories"
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TRANSFERS = "transfers"
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BANKING_ACCOUNT_BALANCES = "banking-accountBalances"
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BANKING_ACCOUNTS = "banking-accounts"
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BANKING_TRANSACTION_CATEGORIES = "banking-transactionCategories"
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BANKING_TRANSACTIONS = "banking-transactions"
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COMMERCE_COMPANY_INFO = "commerce-companyInfo"
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COMMERCE_CUSTOMERS = "commerce-customers"
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COMMERCE_DISPUTES = "commerce-disputes"
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COMMERCE_LOCATIONS = "commerce-locations"
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COMMERCE_ORDERS = "commerce-orders"
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COMMERCE_PAYMENT_METHODS = "commerce-paymentMethods"
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COMMERCE_PAYMENTS = "commerce-payments"
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COMMERCE_PRODUCT_CATEGORIES = "commerce-productCategories"
371+
COMMERCE_PRODUCTS = "commerce-products"
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COMMERCE_TAX_COMPONENTS = "commerce-taxComponents"
373+
COMMERCE_TRANSACTIONS = "commerce-transactions"
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class CreateAccount200ApplicationJSONStatusEnum(str, Enum):
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r"""The status of the push operation."""
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PENDING = "Pending"
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data: Optional[CreateAccount200ApplicationJSONSourceModifiedDate] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('data'), 'exclude': lambda f: f is None }})
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r"""> **Language tip:** Accounts are also referred to as **chart of accounts**, **nominal accounts**, and **general ledger**.
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Explore the <a className=\"external\" href=\"https://api.codat.io/swagger/index.html#/Accounts\" target=\"_blank\">Accounts</a> endpoints in Swagger.
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View the coverage for accounts in the <a className=\"external\" href=\"https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=chartOfAccounts\" target=\"_blank\">Data coverage explorer</a>.
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## Overview
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Accounts are the categories a business uses to record accounting transactions. From the Accounts endpoints, you can retrieve [a list of all accounts for a specified company](https://api.codat.io/swagger/index.html#/Accounts/Accounts_List).
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Accounts are the categories a business uses to record accounting transactions. From the Accounts endpoints, you can retrieve a list of all accounts for a specified company.
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The categories for an account include:
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* Asset
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>
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> This approach gives a true representation of the company's accounts whilst preventing distorting financials such as a company's profit and loss and balance sheet reports.
402441
"""
403-
data_type: Optional[str] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('dataType'), 'exclude': lambda f: f is None }})
442+
data_type: Optional[CreateAccount200ApplicationJSONDataTypeEnum] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('dataType'), 'exclude': lambda f: f is None }})
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r"""The type of data being pushed, eg invoices, customers."""
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error_message: Optional[str] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('errorMessage'), 'exclude': lambda f: f is None }})
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timeout_in_minutes: Optional[int] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('timeoutInMinutes'), 'exclude': lambda f: f is None }})

accounting/src/codat/models/operations/create_bank_account.py

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from enum import Enum
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from typing import Optional
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class CreateBankAccountSourceModifiedDateAccountTypeEnum(str, Enum):
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r"""The type of the account."""
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class CreateBankAccountSourceModifiedDateBankAccountTypeEnum(str, Enum):
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r"""The type of transactions and balances on the account.
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For Credit accounts, positive balances are liabilities, and positive transactions **reduce** liabilities.
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For Debit accounts, positive balances are assets, and positive transactions **increase** assets.
15+
"""
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UNKNOWN = "Unknown"
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CREDIT = "Credit"
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DEBIT = "Debit"
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## Overview
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A list of bank accounts associated with a company and a specific [data connection](https://api.codat.io/swagger/index.html#/Connection/get_companies__companyId__connections__connectionId_).
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A list of bank accounts associated with a company and a specific data connection.
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Bank accounts data includes:
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* The name and ID of the account in the accounting platform.
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FreeAgent integrations
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For Credit accounts, only the last four digits are required. For other types, the field is optional.
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"""
58-
account_type: Optional[CreateBankAccountSourceModifiedDateAccountTypeEnum] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('accountType'), 'exclude': lambda f: f is None }})
59-
r"""The type of the account."""
61+
account_type: Optional[CreateBankAccountSourceModifiedDateBankAccountTypeEnum] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('accountType'), 'exclude': lambda f: f is None }})
62+
r"""The type of transactions and balances on the account.
63+
For Credit accounts, positive balances are liabilities, and positive transactions **reduce** liabilities.
64+
For Debit accounts, positive balances are assets, and positive transactions **increase** assets.
65+
"""
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available_balance: Optional[float] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('availableBalance'), 'exclude': lambda f: f is None }})
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r"""Total available balance of the bank account as reported by the underlying data source. This may take into account overdrafts or pending transactions for example."""
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balance: Optional[float] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('balance'), 'exclude': lambda f: f is None }})
@@ -122,8 +128,11 @@ class CreateBankAccount200ApplicationJSONChanges:
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record_ref: Optional[CreateBankAccount200ApplicationJSONChangesPushOperationRecordRef] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('recordRef'), 'exclude': lambda f: f is None }})
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type: Optional[CreateBankAccount200ApplicationJSONChangesTypeEnum] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('type'), 'exclude': lambda f: f is None }})
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125-
class CreateBankAccount200ApplicationJSONSourceModifiedDateAccountTypeEnum(str, Enum):
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r"""The type of the account."""
131+
class CreateBankAccount200ApplicationJSONSourceModifiedDateBankAccountTypeEnum(str, Enum):
132+
r"""The type of transactions and balances on the account.
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For Credit accounts, positive balances are liabilities, and positive transactions **reduce** liabilities.
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For Debit accounts, positive balances are assets, and positive transactions **increase** assets.
135+
"""
127136
UNKNOWN = "Unknown"
128137
CREDIT = "Credit"
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DEBIT = "Debit"
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## Overview
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A list of bank accounts associated with a company and a specific [data connection](https://api.codat.io/swagger/index.html#/Connection/get_companies__companyId__connections__connectionId_).
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A list of bank accounts associated with a company and a specific data connection.
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Bank accounts data includes:
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* The name and ID of the account in the accounting platform.
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FreeAgent integrations
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For Credit accounts, only the last four digits are required. For other types, the field is optional.
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"""
172-
account_type: Optional[CreateBankAccount200ApplicationJSONSourceModifiedDateAccountTypeEnum] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('accountType'), 'exclude': lambda f: f is None }})
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r"""The type of the account."""
181+
account_type: Optional[CreateBankAccount200ApplicationJSONSourceModifiedDateBankAccountTypeEnum] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('accountType'), 'exclude': lambda f: f is None }})
182+
r"""The type of transactions and balances on the account.
183+
For Credit accounts, positive balances are liabilities, and positive transactions **reduce** liabilities.
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For Debit accounts, positive balances are assets, and positive transactions **increase** assets.
185+
"""
174186
available_balance: Optional[float] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('availableBalance'), 'exclude': lambda f: f is None }})
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r"""Total available balance of the bank account as reported by the underlying data source. This may take into account overdrafts or pending transactions for example."""
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balance: Optional[float] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('balance'), 'exclude': lambda f: f is None }})
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202214
source_modified_date: Optional[str] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('sourceModifiedDate'), 'exclude': lambda f: f is None }})
203215
r"""The date on which this record was last modified in the originating system"""
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217+
class CreateBankAccount200ApplicationJSONDataTypeEnum(str, Enum):
218+
r"""The type of data being pushed, eg invoices, customers."""
219+
ACCOUNT_TRANSACTIONS = "accountTransactions"
220+
BALANCE_SHEET = "balanceSheet"
221+
BANK_ACCOUNTS = "bankAccounts"
222+
BANK_TRANSACTIONS = "bankTransactions"
223+
BILL_CREDIT_NOTES = "billCreditNotes"
224+
BILL_PAYMENTS = "billPayments"
225+
BILLS = "bills"
226+
CASH_FLOW_STATEMENT = "cashFlowStatement"
227+
CHART_OF_ACCOUNTS = "chartOfAccounts"
228+
COMPANY = "company"
229+
CREDIT_NOTES = "creditNotes"
230+
CUSTOMERS = "customers"
231+
DIRECT_COSTS = "directCosts"
232+
DIRECT_INCOMES = "directIncomes"
233+
INVOICES = "invoices"
234+
ITEMS = "items"
235+
JOURNAL_ENTRIES = "journalEntries"
236+
JOURNALS = "journals"
237+
PAYMENT_METHODS = "paymentMethods"
238+
PAYMENTS = "payments"
239+
PROFIT_AND_LOSS = "profitAndLoss"
240+
PURCHASE_ORDERS = "purchaseOrders"
241+
SALES_ORDERS = "salesOrders"
242+
SUPPLIERS = "suppliers"
243+
TAX_RATES = "taxRates"
244+
TRACKING_CATEGORIES = "trackingCategories"
245+
TRANSFERS = "transfers"
246+
BANKING_ACCOUNT_BALANCES = "banking-accountBalances"
247+
BANKING_ACCOUNTS = "banking-accounts"
248+
BANKING_TRANSACTION_CATEGORIES = "banking-transactionCategories"
249+
BANKING_TRANSACTIONS = "banking-transactions"
250+
COMMERCE_COMPANY_INFO = "commerce-companyInfo"
251+
COMMERCE_CUSTOMERS = "commerce-customers"
252+
COMMERCE_DISPUTES = "commerce-disputes"
253+
COMMERCE_LOCATIONS = "commerce-locations"
254+
COMMERCE_ORDERS = "commerce-orders"
255+
COMMERCE_PAYMENT_METHODS = "commerce-paymentMethods"
256+
COMMERCE_PAYMENTS = "commerce-payments"
257+
COMMERCE_PRODUCT_CATEGORIES = "commerce-productCategories"
258+
COMMERCE_PRODUCTS = "commerce-products"
259+
COMMERCE_TAX_COMPONENTS = "commerce-taxComponents"
260+
COMMERCE_TRANSACTIONS = "commerce-transactions"
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class CreateBankAccount200ApplicationJSONStatusEnum(str, Enum):
206263
r"""The status of the push operation."""
207264
PENDING = "Pending"
@@ -258,14 +315,14 @@ class CreateBankAccount200ApplicationJSON:
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259316
## Overview
260317
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A list of bank accounts associated with a company and a specific [data connection](https://api.codat.io/swagger/index.html#/Connection/get_companies__companyId__connections__connectionId_).
318+
A list of bank accounts associated with a company and a specific data connection.
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263320
Bank accounts data includes:
264321
* The name and ID of the account in the accounting platform.
265322
* The currency and balance of the account.
266323
* The sort code and account number.
267324
"""
268-
data_type: Optional[str] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('dataType'), 'exclude': lambda f: f is None }})
325+
data_type: Optional[CreateBankAccount200ApplicationJSONDataTypeEnum] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('dataType'), 'exclude': lambda f: f is None }})
269326
r"""The type of data being pushed, eg invoices, customers."""
270327
error_message: Optional[str] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('errorMessage'), 'exclude': lambda f: f is None }})
271328
timeout_in_minutes: Optional[int] = dataclasses.field(default=None, metadata={'dataclasses_json': { 'letter_case': utils.get_field_name('timeoutInMinutes'), 'exclude': lambda f: f is None }})

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