feat(connections): entity_id on the Plaid and Mercury connection configs

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/models/mercury_connection_config.py

@@ -30,11 +30,15 @@ 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 +58,12 @@ def to_dict(self) -> dict[str, Any]:
     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 +73,8 @@ def to_dict(self) -> dict[str, Any]:
       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 +110,20 @@ def _parse_api_key(data: object) -> None | str | Unset:
 
     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/models/plaid_connection_config.py

@@ -16,19 +16,24 @@
 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 @@ def to_dict(self) -> dict[str, Any]:
     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 @@ def _parse_since_date(data: object) -> datetime.date | None | Unset:
 
     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