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transactions.py
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# File generated from our OpenAPI spec by Stainless. See CONTRIBUTING.md for details.
from __future__ import annotations
from typing import Dict, Union, Optional
from datetime import date
from typing_extensions import Literal
import httpx
from ... import _legacy_response
from ...types import transaction_list_params, transaction_create_params, transaction_update_params
from ..._types import NOT_GIVEN, Body, Query, Headers, NoneType, NotGiven
from ..._utils import (
maybe_transform,
async_maybe_transform,
)
from ..._compat import cached_property
from .line_items import (
LineItems,
AsyncLineItems,
LineItemsWithRawResponse,
AsyncLineItemsWithRawResponse,
LineItemsWithStreamingResponse,
AsyncLineItemsWithStreamingResponse,
)
from ..._resource import SyncAPIResource, AsyncAPIResource
from ..._response import to_streamed_response_wrapper, async_to_streamed_response_wrapper
from ...pagination import SyncPage, AsyncPage
from ..._base_client import AsyncPaginator, make_request_options
from ...types.transaction import Transaction
__all__ = ["Transactions", "AsyncTransactions"]
class Transactions(SyncAPIResource):
@cached_property
def line_items(self) -> LineItems:
return LineItems(self._client)
@cached_property
def with_raw_response(self) -> TransactionsWithRawResponse:
"""
This property can be used as a prefix for any HTTP method call to return
the raw response object instead of the parsed content.
For more information, see https://www.github.com/Modern-Treasury/modern-treasury-python#accessing-raw-response-data-eg-headers
"""
return TransactionsWithRawResponse(self)
@cached_property
def with_streaming_response(self) -> TransactionsWithStreamingResponse:
"""
An alternative to `.with_raw_response` that doesn't eagerly read the response body.
For more information, see https://www.github.com/Modern-Treasury/modern-treasury-python#with_streaming_response
"""
return TransactionsWithStreamingResponse(self)
def create(
self,
*,
amount: int,
as_of_date: Union[str, date, None],
direction: str,
internal_account_id: str,
vendor_code: Optional[str],
vendor_code_type: Optional[str],
metadata: Dict[str, str] | NotGiven = NOT_GIVEN,
posted: bool | NotGiven = NOT_GIVEN,
type: Optional[
Literal[
"ach",
"au_becs",
"bacs",
"book",
"card",
"chats",
"check",
"cross_border",
"dk_nets",
"eft",
"hu_ics",
"interac",
"masav",
"mx_ccen",
"neft",
"nics",
"nz_becs",
"pl_elixir",
"provxchange",
"ro_sent",
"rtp",
"se_bankgirot",
"sen",
"sepa",
"sg_giro",
"sic",
"signet",
"sknbi",
"wire",
"zengin",
"other",
]
]
| NotGiven = NOT_GIVEN,
vendor_description: Optional[str] | NotGiven = NOT_GIVEN,
# Use the following arguments if you need to pass additional parameters to the API that aren't available via kwargs.
# The extra values given here take precedence over values defined on the client or passed to this method.
extra_headers: Headers | None = None,
extra_query: Query | None = None,
extra_body: Body | None = None,
timeout: float | httpx.Timeout | None | NotGiven = NOT_GIVEN,
idempotency_key: str | None = None,
) -> Transaction:
"""create transaction
Args:
amount: Value in specified currency's smallest unit.
e.g. $10 would be represented
as 1000.
as_of_date: The date on which the transaction occurred.
direction: Either `credit` or `debit`.
internal_account_id: The ID of the relevant Internal Account.
vendor_code: When applicable, the bank-given code that determines the transaction's category.
For most banks this is the BAI2/BTRS transaction code.
vendor_code_type: The type of `vendor_code` being reported. Can be one of `bai2`, `bankprov`,
`bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `dc_bank`, `dwolla`,
`evolve`, `goldman_sachs`, `iso20022`, `jpmc`, `mx`, `signet`, `silvergate`,
`swift`, `us_bank`, or others.
metadata: Additional data represented as key-value pairs. Both the key and value must be
strings.
posted: This field will be `true` if the transaction has posted to the account.
type: The type of the transaction. Examples could be
`card, `ach`, `wire`, `check`, `rtp`, `book`, or `sen`.
vendor_description: The transaction detail text that often appears in on your bank statement and in
your banking portal.
extra_headers: Send extra headers
extra_query: Add additional query parameters to the request
extra_body: Add additional JSON properties to the request
timeout: Override the client-level default timeout for this request, in seconds
idempotency_key: Specify a custom idempotency key for this request
"""
return self._post(
"/api/transactions",
body=maybe_transform(
{
"amount": amount,
"as_of_date": as_of_date,
"direction": direction,
"internal_account_id": internal_account_id,
"vendor_code": vendor_code,
"vendor_code_type": vendor_code_type,
"metadata": metadata,
"posted": posted,
"type": type,
"vendor_description": vendor_description,
},
transaction_create_params.TransactionCreateParams,
),
options=make_request_options(
extra_headers=extra_headers,
extra_query=extra_query,
extra_body=extra_body,
timeout=timeout,
idempotency_key=idempotency_key,
),
cast_to=Transaction,
)
def retrieve(
self,
id: str,
*,
# Use the following arguments if you need to pass additional parameters to the API that aren't available via kwargs.
# The extra values given here take precedence over values defined on the client or passed to this method.
extra_headers: Headers | None = None,
extra_query: Query | None = None,
extra_body: Body | None = None,
timeout: float | httpx.Timeout | None | NotGiven = NOT_GIVEN,
) -> Transaction:
"""
Get details on a single transaction.
Args:
extra_headers: Send extra headers
extra_query: Add additional query parameters to the request
extra_body: Add additional JSON properties to the request
timeout: Override the client-level default timeout for this request, in seconds
"""
if not id:
raise ValueError(f"Expected a non-empty value for `id` but received {id!r}")
return self._get(
f"/api/transactions/{id}",
options=make_request_options(
extra_headers=extra_headers, extra_query=extra_query, extra_body=extra_body, timeout=timeout
),
cast_to=Transaction,
)
def update(
self,
id: str,
*,
metadata: Dict[str, str] | NotGiven = NOT_GIVEN,
# Use the following arguments if you need to pass additional parameters to the API that aren't available via kwargs.
# The extra values given here take precedence over values defined on the client or passed to this method.
extra_headers: Headers | None = None,
extra_query: Query | None = None,
extra_body: Body | None = None,
timeout: float | httpx.Timeout | None | NotGiven = NOT_GIVEN,
idempotency_key: str | None = None,
) -> Transaction:
"""
Update a single transaction.
Args:
metadata: Additional data in the form of key-value pairs. Pairs can be removed by passing
an empty string or `null` as the value.
extra_headers: Send extra headers
extra_query: Add additional query parameters to the request
extra_body: Add additional JSON properties to the request
timeout: Override the client-level default timeout for this request, in seconds
idempotency_key: Specify a custom idempotency key for this request
"""
if not id:
raise ValueError(f"Expected a non-empty value for `id` but received {id!r}")
return self._patch(
f"/api/transactions/{id}",
body=maybe_transform({"metadata": metadata}, transaction_update_params.TransactionUpdateParams),
options=make_request_options(
extra_headers=extra_headers,
extra_query=extra_query,
extra_body=extra_body,
timeout=timeout,
idempotency_key=idempotency_key,
),
cast_to=Transaction,
)
def list(
self,
*,
after_cursor: Optional[str] | NotGiven = NOT_GIVEN,
as_of_date_end: Union[str, date] | NotGiven = NOT_GIVEN,
as_of_date_start: Union[str, date] | NotGiven = NOT_GIVEN,
counterparty_id: str | NotGiven = NOT_GIVEN,
description: str | NotGiven = NOT_GIVEN,
direction: str | NotGiven = NOT_GIVEN,
internal_account_id: str | NotGiven = NOT_GIVEN,
metadata: Dict[str, str] | NotGiven = NOT_GIVEN,
payment_type: str | NotGiven = NOT_GIVEN,
per_page: int | NotGiven = NOT_GIVEN,
posted: bool | NotGiven = NOT_GIVEN,
transactable_type: str | NotGiven = NOT_GIVEN,
vendor_id: str | NotGiven = NOT_GIVEN,
virtual_account_id: str | NotGiven = NOT_GIVEN,
# Use the following arguments if you need to pass additional parameters to the API that aren't available via kwargs.
# The extra values given here take precedence over values defined on the client or passed to this method.
extra_headers: Headers | None = None,
extra_query: Query | None = None,
extra_body: Body | None = None,
timeout: float | httpx.Timeout | None | NotGiven = NOT_GIVEN,
) -> SyncPage[Transaction]:
"""
Get a list of all transactions.
Args:
as_of_date_end: Filters transactions with an `as_of_date` starting on or before the specified
date (YYYY-MM-DD).
as_of_date_start: Filters transactions with an `as_of_date` starting on or after the specified
date (YYYY-MM-DD).
description: Filters for transactions including the queried string in the description.
internal_account_id: Specify `internal_account_id` if you wish to see transactions to/from a specific
account.
metadata: For example, if you want to query for records with metadata key `Type` and value
`Loan`, the query would be `metadata%5BType%5D=Loan`. This encodes the query
parameters.
posted: Either `true` or `false`.
vendor_id: Filters for transactions including the queried vendor id (an identifier given to
transactions by the bank).
extra_headers: Send extra headers
extra_query: Add additional query parameters to the request
extra_body: Add additional JSON properties to the request
timeout: Override the client-level default timeout for this request, in seconds
"""
return self._get_api_list(
"/api/transactions",
page=SyncPage[Transaction],
options=make_request_options(
extra_headers=extra_headers,
extra_query=extra_query,
extra_body=extra_body,
timeout=timeout,
query=maybe_transform(
{
"after_cursor": after_cursor,
"as_of_date_end": as_of_date_end,
"as_of_date_start": as_of_date_start,
"counterparty_id": counterparty_id,
"description": description,
"direction": direction,
"internal_account_id": internal_account_id,
"metadata": metadata,
"payment_type": payment_type,
"per_page": per_page,
"posted": posted,
"transactable_type": transactable_type,
"vendor_id": vendor_id,
"virtual_account_id": virtual_account_id,
},
transaction_list_params.TransactionListParams,
),
),
model=Transaction,
)
def delete(
self,
id: str,
*,
# Use the following arguments if you need to pass additional parameters to the API that aren't available via kwargs.
# The extra values given here take precedence over values defined on the client or passed to this method.
extra_headers: Headers | None = None,
extra_query: Query | None = None,
extra_body: Body | None = None,
timeout: float | httpx.Timeout | None | NotGiven = NOT_GIVEN,
idempotency_key: str | None = None,
) -> None:
"""
delete transaction
Args:
extra_headers: Send extra headers
extra_query: Add additional query parameters to the request
extra_body: Add additional JSON properties to the request
timeout: Override the client-level default timeout for this request, in seconds
idempotency_key: Specify a custom idempotency key for this request
"""
if not id:
raise ValueError(f"Expected a non-empty value for `id` but received {id!r}")
extra_headers = {"Accept": "*/*", **(extra_headers or {})}
return self._delete(
f"/api/transactions/{id}",
options=make_request_options(
extra_headers=extra_headers,
extra_query=extra_query,
extra_body=extra_body,
timeout=timeout,
idempotency_key=idempotency_key,
),
cast_to=NoneType,
)
class AsyncTransactions(AsyncAPIResource):
@cached_property
def line_items(self) -> AsyncLineItems:
return AsyncLineItems(self._client)
@cached_property
def with_raw_response(self) -> AsyncTransactionsWithRawResponse:
"""
This property can be used as a prefix for any HTTP method call to return
the raw response object instead of the parsed content.
For more information, see https://www.github.com/Modern-Treasury/modern-treasury-python#accessing-raw-response-data-eg-headers
"""
return AsyncTransactionsWithRawResponse(self)
@cached_property
def with_streaming_response(self) -> AsyncTransactionsWithStreamingResponse:
"""
An alternative to `.with_raw_response` that doesn't eagerly read the response body.
For more information, see https://www.github.com/Modern-Treasury/modern-treasury-python#with_streaming_response
"""
return AsyncTransactionsWithStreamingResponse(self)
async def create(
self,
*,
amount: int,
as_of_date: Union[str, date, None],
direction: str,
internal_account_id: str,
vendor_code: Optional[str],
vendor_code_type: Optional[str],
metadata: Dict[str, str] | NotGiven = NOT_GIVEN,
posted: bool | NotGiven = NOT_GIVEN,
type: Optional[
Literal[
"ach",
"au_becs",
"bacs",
"book",
"card",
"chats",
"check",
"cross_border",
"dk_nets",
"eft",
"hu_ics",
"interac",
"masav",
"mx_ccen",
"neft",
"nics",
"nz_becs",
"pl_elixir",
"provxchange",
"ro_sent",
"rtp",
"se_bankgirot",
"sen",
"sepa",
"sg_giro",
"sic",
"signet",
"sknbi",
"wire",
"zengin",
"other",
]
]
| NotGiven = NOT_GIVEN,
vendor_description: Optional[str] | NotGiven = NOT_GIVEN,
# Use the following arguments if you need to pass additional parameters to the API that aren't available via kwargs.
# The extra values given here take precedence over values defined on the client or passed to this method.
extra_headers: Headers | None = None,
extra_query: Query | None = None,
extra_body: Body | None = None,
timeout: float | httpx.Timeout | None | NotGiven = NOT_GIVEN,
idempotency_key: str | None = None,
) -> Transaction:
"""create transaction
Args:
amount: Value in specified currency's smallest unit.
e.g. $10 would be represented
as 1000.
as_of_date: The date on which the transaction occurred.
direction: Either `credit` or `debit`.
internal_account_id: The ID of the relevant Internal Account.
vendor_code: When applicable, the bank-given code that determines the transaction's category.
For most banks this is the BAI2/BTRS transaction code.
vendor_code_type: The type of `vendor_code` being reported. Can be one of `bai2`, `bankprov`,
`bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `dc_bank`, `dwolla`,
`evolve`, `goldman_sachs`, `iso20022`, `jpmc`, `mx`, `signet`, `silvergate`,
`swift`, `us_bank`, or others.
metadata: Additional data represented as key-value pairs. Both the key and value must be
strings.
posted: This field will be `true` if the transaction has posted to the account.
type: The type of the transaction. Examples could be
`card, `ach`, `wire`, `check`, `rtp`, `book`, or `sen`.
vendor_description: The transaction detail text that often appears in on your bank statement and in
your banking portal.
extra_headers: Send extra headers
extra_query: Add additional query parameters to the request
extra_body: Add additional JSON properties to the request
timeout: Override the client-level default timeout for this request, in seconds
idempotency_key: Specify a custom idempotency key for this request
"""
return await self._post(
"/api/transactions",
body=await async_maybe_transform(
{
"amount": amount,
"as_of_date": as_of_date,
"direction": direction,
"internal_account_id": internal_account_id,
"vendor_code": vendor_code,
"vendor_code_type": vendor_code_type,
"metadata": metadata,
"posted": posted,
"type": type,
"vendor_description": vendor_description,
},
transaction_create_params.TransactionCreateParams,
),
options=make_request_options(
extra_headers=extra_headers,
extra_query=extra_query,
extra_body=extra_body,
timeout=timeout,
idempotency_key=idempotency_key,
),
cast_to=Transaction,
)
async def retrieve(
self,
id: str,
*,
# Use the following arguments if you need to pass additional parameters to the API that aren't available via kwargs.
# The extra values given here take precedence over values defined on the client or passed to this method.
extra_headers: Headers | None = None,
extra_query: Query | None = None,
extra_body: Body | None = None,
timeout: float | httpx.Timeout | None | NotGiven = NOT_GIVEN,
) -> Transaction:
"""
Get details on a single transaction.
Args:
extra_headers: Send extra headers
extra_query: Add additional query parameters to the request
extra_body: Add additional JSON properties to the request
timeout: Override the client-level default timeout for this request, in seconds
"""
if not id:
raise ValueError(f"Expected a non-empty value for `id` but received {id!r}")
return await self._get(
f"/api/transactions/{id}",
options=make_request_options(
extra_headers=extra_headers, extra_query=extra_query, extra_body=extra_body, timeout=timeout
),
cast_to=Transaction,
)
async def update(
self,
id: str,
*,
metadata: Dict[str, str] | NotGiven = NOT_GIVEN,
# Use the following arguments if you need to pass additional parameters to the API that aren't available via kwargs.
# The extra values given here take precedence over values defined on the client or passed to this method.
extra_headers: Headers | None = None,
extra_query: Query | None = None,
extra_body: Body | None = None,
timeout: float | httpx.Timeout | None | NotGiven = NOT_GIVEN,
idempotency_key: str | None = None,
) -> Transaction:
"""
Update a single transaction.
Args:
metadata: Additional data in the form of key-value pairs. Pairs can be removed by passing
an empty string or `null` as the value.
extra_headers: Send extra headers
extra_query: Add additional query parameters to the request
extra_body: Add additional JSON properties to the request
timeout: Override the client-level default timeout for this request, in seconds
idempotency_key: Specify a custom idempotency key for this request
"""
if not id:
raise ValueError(f"Expected a non-empty value for `id` but received {id!r}")
return await self._patch(
f"/api/transactions/{id}",
body=await async_maybe_transform({"metadata": metadata}, transaction_update_params.TransactionUpdateParams),
options=make_request_options(
extra_headers=extra_headers,
extra_query=extra_query,
extra_body=extra_body,
timeout=timeout,
idempotency_key=idempotency_key,
),
cast_to=Transaction,
)
def list(
self,
*,
after_cursor: Optional[str] | NotGiven = NOT_GIVEN,
as_of_date_end: Union[str, date] | NotGiven = NOT_GIVEN,
as_of_date_start: Union[str, date] | NotGiven = NOT_GIVEN,
counterparty_id: str | NotGiven = NOT_GIVEN,
description: str | NotGiven = NOT_GIVEN,
direction: str | NotGiven = NOT_GIVEN,
internal_account_id: str | NotGiven = NOT_GIVEN,
metadata: Dict[str, str] | NotGiven = NOT_GIVEN,
payment_type: str | NotGiven = NOT_GIVEN,
per_page: int | NotGiven = NOT_GIVEN,
posted: bool | NotGiven = NOT_GIVEN,
transactable_type: str | NotGiven = NOT_GIVEN,
vendor_id: str | NotGiven = NOT_GIVEN,
virtual_account_id: str | NotGiven = NOT_GIVEN,
# Use the following arguments if you need to pass additional parameters to the API that aren't available via kwargs.
# The extra values given here take precedence over values defined on the client or passed to this method.
extra_headers: Headers | None = None,
extra_query: Query | None = None,
extra_body: Body | None = None,
timeout: float | httpx.Timeout | None | NotGiven = NOT_GIVEN,
) -> AsyncPaginator[Transaction, AsyncPage[Transaction]]:
"""
Get a list of all transactions.
Args:
as_of_date_end: Filters transactions with an `as_of_date` starting on or before the specified
date (YYYY-MM-DD).
as_of_date_start: Filters transactions with an `as_of_date` starting on or after the specified
date (YYYY-MM-DD).
description: Filters for transactions including the queried string in the description.
internal_account_id: Specify `internal_account_id` if you wish to see transactions to/from a specific
account.
metadata: For example, if you want to query for records with metadata key `Type` and value
`Loan`, the query would be `metadata%5BType%5D=Loan`. This encodes the query
parameters.
posted: Either `true` or `false`.
vendor_id: Filters for transactions including the queried vendor id (an identifier given to
transactions by the bank).
extra_headers: Send extra headers
extra_query: Add additional query parameters to the request
extra_body: Add additional JSON properties to the request
timeout: Override the client-level default timeout for this request, in seconds
"""
return self._get_api_list(
"/api/transactions",
page=AsyncPage[Transaction],
options=make_request_options(
extra_headers=extra_headers,
extra_query=extra_query,
extra_body=extra_body,
timeout=timeout,
query=maybe_transform(
{
"after_cursor": after_cursor,
"as_of_date_end": as_of_date_end,
"as_of_date_start": as_of_date_start,
"counterparty_id": counterparty_id,
"description": description,
"direction": direction,
"internal_account_id": internal_account_id,
"metadata": metadata,
"payment_type": payment_type,
"per_page": per_page,
"posted": posted,
"transactable_type": transactable_type,
"vendor_id": vendor_id,
"virtual_account_id": virtual_account_id,
},
transaction_list_params.TransactionListParams,
),
),
model=Transaction,
)
async def delete(
self,
id: str,
*,
# Use the following arguments if you need to pass additional parameters to the API that aren't available via kwargs.
# The extra values given here take precedence over values defined on the client or passed to this method.
extra_headers: Headers | None = None,
extra_query: Query | None = None,
extra_body: Body | None = None,
timeout: float | httpx.Timeout | None | NotGiven = NOT_GIVEN,
idempotency_key: str | None = None,
) -> None:
"""
delete transaction
Args:
extra_headers: Send extra headers
extra_query: Add additional query parameters to the request
extra_body: Add additional JSON properties to the request
timeout: Override the client-level default timeout for this request, in seconds
idempotency_key: Specify a custom idempotency key for this request
"""
if not id:
raise ValueError(f"Expected a non-empty value for `id` but received {id!r}")
extra_headers = {"Accept": "*/*", **(extra_headers or {})}
return await self._delete(
f"/api/transactions/{id}",
options=make_request_options(
extra_headers=extra_headers,
extra_query=extra_query,
extra_body=extra_body,
timeout=timeout,
idempotency_key=idempotency_key,
),
cast_to=NoneType,
)
class TransactionsWithRawResponse:
def __init__(self, transactions: Transactions) -> None:
self._transactions = transactions
self.create = _legacy_response.to_raw_response_wrapper(
transactions.create,
)
self.retrieve = _legacy_response.to_raw_response_wrapper(
transactions.retrieve,
)
self.update = _legacy_response.to_raw_response_wrapper(
transactions.update,
)
self.list = _legacy_response.to_raw_response_wrapper(
transactions.list,
)
self.delete = _legacy_response.to_raw_response_wrapper(
transactions.delete,
)
@cached_property
def line_items(self) -> LineItemsWithRawResponse:
return LineItemsWithRawResponse(self._transactions.line_items)
class AsyncTransactionsWithRawResponse:
def __init__(self, transactions: AsyncTransactions) -> None:
self._transactions = transactions
self.create = _legacy_response.async_to_raw_response_wrapper(
transactions.create,
)
self.retrieve = _legacy_response.async_to_raw_response_wrapper(
transactions.retrieve,
)
self.update = _legacy_response.async_to_raw_response_wrapper(
transactions.update,
)
self.list = _legacy_response.async_to_raw_response_wrapper(
transactions.list,
)
self.delete = _legacy_response.async_to_raw_response_wrapper(
transactions.delete,
)
@cached_property
def line_items(self) -> AsyncLineItemsWithRawResponse:
return AsyncLineItemsWithRawResponse(self._transactions.line_items)
class TransactionsWithStreamingResponse:
def __init__(self, transactions: Transactions) -> None:
self._transactions = transactions
self.create = to_streamed_response_wrapper(
transactions.create,
)
self.retrieve = to_streamed_response_wrapper(
transactions.retrieve,
)
self.update = to_streamed_response_wrapper(
transactions.update,
)
self.list = to_streamed_response_wrapper(
transactions.list,
)
self.delete = to_streamed_response_wrapper(
transactions.delete,
)
@cached_property
def line_items(self) -> LineItemsWithStreamingResponse:
return LineItemsWithStreamingResponse(self._transactions.line_items)
class AsyncTransactionsWithStreamingResponse:
def __init__(self, transactions: AsyncTransactions) -> None:
self._transactions = transactions
self.create = async_to_streamed_response_wrapper(
transactions.create,
)
self.retrieve = async_to_streamed_response_wrapper(
transactions.retrieve,
)
self.update = async_to_streamed_response_wrapper(
transactions.update,
)
self.list = async_to_streamed_response_wrapper(
transactions.list,
)
self.delete = async_to_streamed_response_wrapper(
transactions.delete,
)
@cached_property
def line_items(self) -> AsyncLineItemsWithStreamingResponse:
return AsyncLineItemsWithStreamingResponse(self._transactions.line_items)