feat(ledger): flow candidates, classification stats, and accepting suggestions in bulk

robosystems_client/api/connections/oauth_callback.py

@@ -108,8 +108,10 @@ def sync_detailed(
 
    Completes the OAuth authorization flow after provider redirect. Exchanges the authorization code for
   tokens, stores them, and triggers an initial sync. This is a redirect target — not typically called
-  directly. Plaid: pass Link's public_token as `code`; a bank already connected to the graph is
-  refused (409 DUPLICATE_BANK_CONNECTION).
+  directly. QuickBooks: only the company that built the graph's books may connect to them; another
+  company is refused (409 OTHER_COMPANY_BOOKS) before any token is issued. Plaid: pass Link's
+  public_token as `code`; a bank already connected to the graph is refused (409
+  DUPLICATE_BANK_CONNECTION).
 
   Args:
       graph_id (str):
@@ -148,8 +150,10 @@ def sync(
 
    Completes the OAuth authorization flow after provider redirect. Exchanges the authorization code for
   tokens, stores them, and triggers an initial sync. This is a redirect target — not typically called
-  directly. Plaid: pass Link's public_token as `code`; a bank already connected to the graph is
-  refused (409 DUPLICATE_BANK_CONNECTION).
+  directly. QuickBooks: only the company that built the graph's books may connect to them; another
+  company is refused (409 OTHER_COMPANY_BOOKS) before any token is issued. Plaid: pass Link's
+  public_token as `code`; a bank already connected to the graph is refused (409
+  DUPLICATE_BANK_CONNECTION).
 
   Args:
       graph_id (str):
@@ -183,8 +187,10 @@ async def asyncio_detailed(
 
    Completes the OAuth authorization flow after provider redirect. Exchanges the authorization code for
   tokens, stores them, and triggers an initial sync. This is a redirect target — not typically called
-  directly. Plaid: pass Link's public_token as `code`; a bank already connected to the graph is
-  refused (409 DUPLICATE_BANK_CONNECTION).
+  directly. QuickBooks: only the company that built the graph's books may connect to them; another
+  company is refused (409 OTHER_COMPANY_BOOKS) before any token is issued. Plaid: pass Link's
+  public_token as `code`; a bank already connected to the graph is refused (409
+  DUPLICATE_BANK_CONNECTION).
 
   Args:
       graph_id (str):
@@ -221,8 +227,10 @@ async def asyncio(
 
    Completes the OAuth authorization flow after provider redirect. Exchanges the authorization code for
   tokens, stores them, and triggers an initial sync. This is a redirect target — not typically called
-  directly. Plaid: pass Link's public_token as `code`; a bank already connected to the graph is
-  refused (409 DUPLICATE_BANK_CONNECTION).
+  directly. QuickBooks: only the company that built the graph's books may connect to them; another
+  company is refused (409 OTHER_COMPANY_BOOKS) before any token is issued. Plaid: pass Link's
+  public_token as `code`; a bank already connected to the graph is refused (409
+  DUPLICATE_BANK_CONNECTION).
 
   Args:
       graph_id (str):

robosystems_client/api/robo_ledger_fiscal_close/rebuild_schedule.py

@@ -138,8 +138,9 @@ def sync_detailed(
           monthly_amount / period bounds on the Structure's metadata).
 
           The historical-vs-in-scope split is re-derived from the CURRENT fiscal
-          calendar `closed_through`, so a rebuild re-scopes the schedule to
-          today's close state. Use this to pick up a fixed generator (e.g. the
+          calendar (months through its `closed_through`, or before its first
+          month, are history), so a rebuild re-scopes the schedule to today's
+          close state. Use this to pick up a fixed generator (e.g. the
           roll-forward direction fix) without orphaning obligations.
 
   Raises:
@@ -197,8 +198,9 @@ def sync(
           monthly_amount / period bounds on the Structure's metadata).
 
           The historical-vs-in-scope split is re-derived from the CURRENT fiscal
-          calendar `closed_through`, so a rebuild re-scopes the schedule to
-          today's close state. Use this to pick up a fixed generator (e.g. the
+          calendar (months through its `closed_through`, or before its first
+          month, are history), so a rebuild re-scopes the schedule to today's
+          close state. Use this to pick up a fixed generator (e.g. the
           roll-forward direction fix) without orphaning obligations.
 
   Raises:
@@ -251,8 +253,9 @@ async def asyncio_detailed(
           monthly_amount / period bounds on the Structure's metadata).
 
           The historical-vs-in-scope split is re-derived from the CURRENT fiscal
-          calendar `closed_through`, so a rebuild re-scopes the schedule to
-          today's close state. Use this to pick up a fixed generator (e.g. the
+          calendar (months through its `closed_through`, or before its first
+          month, are history), so a rebuild re-scopes the schedule to today's
+          close state. Use this to pick up a fixed generator (e.g. the
           roll-forward direction fix) without orphaning obligations.
 
   Raises:
@@ -308,8 +311,9 @@ async def asyncio(
           monthly_amount / period bounds on the Structure's metadata).
 
           The historical-vs-in-scope split is re-derived from the CURRENT fiscal
-          calendar `closed_through`, so a rebuild re-scopes the schedule to
-          today's close state. Use this to pick up a fixed generator (e.g. the
+          calendar (months through its `closed_through`, or before its first
+          month, are history), so a rebuild re-scopes the schedule to today's
+          close state. Use this to pick up a fixed generator (e.g. the
           roll-forward direction fix) without orphaning obligations.
 
   Raises:

robosystems_client/api/robo_ledger_ledger_events/accept_suggestions.py

@@ -0,0 +1,282 @@
+from http import HTTPStatus
+from typing import Any
+from urllib.parse import quote
+
+import httpx
+
+from ... import errors
+from ...client import AuthenticatedClient, Client
+from ...models.accept_suggestions_request import AcceptSuggestionsRequest
+from ...models.error_response import ErrorResponse
+from ...models.operation_envelope_accept_suggestions_response import (
+  OperationEnvelopeAcceptSuggestionsResponse,
+)
+from ...types import UNSET, Response, Unset
+
+
+def _get_kwargs(
+  graph_id: str,
+  *,
+  body: AcceptSuggestionsRequest,
+  idempotency_key: None | str | Unset = UNSET,
+) -> dict[str, Any]:
+  headers: dict[str, Any] = {}
+  if not isinstance(idempotency_key, Unset):
+    headers["Idempotency-Key"] = idempotency_key
+
+  _kwargs: dict[str, Any] = {
+    "method": "post",
+    "url": "/extensions/roboledger/{graph_id}/operations/accept-suggestions".format(
+      graph_id=quote(str(graph_id), safe=""),
+    ),
+  }
+
+  _kwargs["json"] = body.to_dict()
+
+  headers["Content-Type"] = "application/json"
+
+  _kwargs["headers"] = headers
+  return _kwargs
+
+
+def _parse_response(
+  *, client: AuthenticatedClient | Client, response: httpx.Response
+) -> ErrorResponse | OperationEnvelopeAcceptSuggestionsResponse | None:
+  if response.status_code == 200:
+    response_200 = OperationEnvelopeAcceptSuggestionsResponse.from_dict(response.json())
+
+    return response_200
+
+  if response.status_code == 400:
+    response_400 = ErrorResponse.from_dict(response.json())
+
+    return response_400
+
+  if response.status_code == 401:
+    response_401 = ErrorResponse.from_dict(response.json())
+
+    return response_401
+
+  if response.status_code == 403:
+    response_403 = ErrorResponse.from_dict(response.json())
+
+    return response_403
+
+  if response.status_code == 404:
+    response_404 = ErrorResponse.from_dict(response.json())
+
+    return response_404
+
+  if response.status_code == 409:
+    response_409 = ErrorResponse.from_dict(response.json())
+
+    return response_409
+
+  if response.status_code == 422:
+    response_422 = ErrorResponse.from_dict(response.json())
+
+    return response_422
+
+  if response.status_code == 429:
+    response_429 = ErrorResponse.from_dict(response.json())
+
+    return response_429
+
+  if response.status_code == 500:
+    response_500 = ErrorResponse.from_dict(response.json())
+
+    return response_500
+
+  if client.raise_on_unexpected_status:
+    raise errors.UnexpectedStatus(response.status_code, response.content)
+  else:
+    return None
+
+
+def _build_response(
+  *, client: AuthenticatedClient | Client, response: httpx.Response
+) -> Response[ErrorResponse | OperationEnvelopeAcceptSuggestionsResponse]:
+  return Response(
+    status_code=HTTPStatus(response.status_code),
+    content=response.content,
+    headers=response.headers,
+    parsed=_parse_response(client=client, response=response),
+  )
+
+
+def sync_detailed(
+  graph_id: str,
+  *,
+  client: AuthenticatedClient,
+  body: AcceptSuggestionsRequest,
+  idempotency_key: None | str | Unset = UNSET,
+) -> Response[ErrorResponse | OperationEnvelopeAcceptSuggestionsResponse]:
+  """Accept Suggestions
+
+   Take the suggestion on every open bank line the filters select, oldest first: each is classified to
+  its `suggested_element_id` through the same update a single line goes through, and posted too with
+  `commit: true`. Select by `source`, `agent_id`, `suggestion_source` (`agent_default` for the learned
+  ones), a date range, or explicit `event_ids` from a multi-select. A line it cannot take — no
+  suggestion to take, already classified or posted, a closed month, a choice the handler refuses —
+  comes back `skipped` with the reason, never forced. `dry_run: true` reports the counts without
+  writing; `limit` bounds a call and `truncated` says more matched.
+
+  **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.
+
+  Args:
+      graph_id (str):
+      idempotency_key (None | str | Unset):
+      body (AcceptSuggestionsRequest): Take the suggestion on every open bank line the filters
+          select.
+
+  Raises:
+      errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
+      httpx.TimeoutException: If the request takes longer than Client.timeout.
+
+  Returns:
+      Response[ErrorResponse | OperationEnvelopeAcceptSuggestionsResponse]
+  """
+
+  kwargs = _get_kwargs(
+    graph_id=graph_id,
+    body=body,
+    idempotency_key=idempotency_key,
+  )
+
+  response = client.get_httpx_client().request(
+    **kwargs,
+  )
+
+  return _build_response(client=client, response=response)
+
+
+def sync(
+  graph_id: str,
+  *,
+  client: AuthenticatedClient,
+  body: AcceptSuggestionsRequest,
+  idempotency_key: None | str | Unset = UNSET,
+) -> ErrorResponse | OperationEnvelopeAcceptSuggestionsResponse | None:
+  """Accept Suggestions
+
+   Take the suggestion on every open bank line the filters select, oldest first: each is classified to
+  its `suggested_element_id` through the same update a single line goes through, and posted too with
+  `commit: true`. Select by `source`, `agent_id`, `suggestion_source` (`agent_default` for the learned
+  ones), a date range, or explicit `event_ids` from a multi-select. A line it cannot take — no
+  suggestion to take, already classified or posted, a closed month, a choice the handler refuses —
+  comes back `skipped` with the reason, never forced. `dry_run: true` reports the counts without
+  writing; `limit` bounds a call and `truncated` says more matched.
+
+  **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.
+
+  Args:
+      graph_id (str):
+      idempotency_key (None | str | Unset):
+      body (AcceptSuggestionsRequest): Take the suggestion on every open bank line the filters
+          select.
+
+  Raises:
+      errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
+      httpx.TimeoutException: If the request takes longer than Client.timeout.
+
+  Returns:
+      ErrorResponse | OperationEnvelopeAcceptSuggestionsResponse
+  """
+
+  return sync_detailed(
+    graph_id=graph_id,
+    client=client,
+    body=body,
+    idempotency_key=idempotency_key,
+  ).parsed
+
+
+async def asyncio_detailed(
+  graph_id: str,
+  *,
+  client: AuthenticatedClient,
+  body: AcceptSuggestionsRequest,
+  idempotency_key: None | str | Unset = UNSET,
+) -> Response[ErrorResponse | OperationEnvelopeAcceptSuggestionsResponse]:
+  """Accept Suggestions
+
+   Take the suggestion on every open bank line the filters select, oldest first: each is classified to
+  its `suggested_element_id` through the same update a single line goes through, and posted too with
+  `commit: true`. Select by `source`, `agent_id`, `suggestion_source` (`agent_default` for the learned
+  ones), a date range, or explicit `event_ids` from a multi-select. A line it cannot take — no
+  suggestion to take, already classified or posted, a closed month, a choice the handler refuses —
+  comes back `skipped` with the reason, never forced. `dry_run: true` reports the counts without
+  writing; `limit` bounds a call and `truncated` says more matched.
+
+  **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.
+
+  Args:
+      graph_id (str):
+      idempotency_key (None | str | Unset):
+      body (AcceptSuggestionsRequest): Take the suggestion on every open bank line the filters
+          select.
+
+  Raises:
+      errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
+      httpx.TimeoutException: If the request takes longer than Client.timeout.
+
+  Returns:
+      Response[ErrorResponse | OperationEnvelopeAcceptSuggestionsResponse]
+  """
+
+  kwargs = _get_kwargs(
+    graph_id=graph_id,
+    body=body,
+    idempotency_key=idempotency_key,
+  )
+
+  response = await client.get_async_httpx_client().request(**kwargs)
+
+  return _build_response(client=client, response=response)
+
+
+async def asyncio(
+  graph_id: str,
+  *,
+  client: AuthenticatedClient,
+  body: AcceptSuggestionsRequest,
+  idempotency_key: None | str | Unset = UNSET,
+) -> ErrorResponse | OperationEnvelopeAcceptSuggestionsResponse | None:
+  """Accept Suggestions
+
+   Take the suggestion on every open bank line the filters select, oldest first: each is classified to
+  its `suggested_element_id` through the same update a single line goes through, and posted too with
+  `commit: true`. Select by `source`, `agent_id`, `suggestion_source` (`agent_default` for the learned
+  ones), a date range, or explicit `event_ids` from a multi-select. A line it cannot take — no
+  suggestion to take, already classified or posted, a closed month, a choice the handler refuses —
+  comes back `skipped` with the reason, never forced. `dry_run: true` reports the counts without
+  writing; `limit` bounds a call and `truncated` says more matched.
+
+  **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.
+
+  Args:
+      graph_id (str):
+      idempotency_key (None | str | Unset):
+      body (AcceptSuggestionsRequest): Take the suggestion on every open bank line the filters
+          select.
+
+  Raises:
+      errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
+      httpx.TimeoutException: If the request takes longer than Client.timeout.
+
+  Returns:
+      ErrorResponse | OperationEnvelopeAcceptSuggestionsResponse
+  """
+
+  return (
+    await asyncio_detailed(
+      graph_id=graph_id,
+      client=client,
+      body=body,
+      idempotency_key=idempotency_key,
+    )
+  ).parsed