mirror of
https://github.com/we-promise/sure.git
synced 2026-05-29 23:39:03 +00:00
Merge branch 'main' into feat/savings-goals
Signed-off-by: Guillem Arias Fauste <accounts@gariasf.com>
This commit is contained in:
Guillem Arias Fauste
@@ -1435,6 +1435,12 @@ components:
|
||||
notes:
|
||||
type: string
|
||||
nullable: true
|
||||
external_id:
|
||||
type: string
|
||||
nullable: true
|
||||
source:
|
||||
type: string
|
||||
nullable: true
|
||||
classification:
|
||||
type: string
|
||||
account:
|
||||
@@ -1727,6 +1733,114 @@ components:
|
||||
unassigned_mappings_count:
|
||||
type: integer
|
||||
minimum: 0
|
||||
ImportPreflightContent:
|
||||
type: object
|
||||
required:
|
||||
- filename
|
||||
- content_type
|
||||
- byte_size
|
||||
properties:
|
||||
filename:
|
||||
type: string
|
||||
content_type:
|
||||
type: string
|
||||
byte_size:
|
||||
type: integer
|
||||
minimum: 0
|
||||
ImportPreflightError:
|
||||
type: object
|
||||
required:
|
||||
- code
|
||||
- message
|
||||
properties:
|
||||
code:
|
||||
type: string
|
||||
message:
|
||||
type: string
|
||||
ImportPreflightStats:
|
||||
type: object
|
||||
required:
|
||||
- rows_count
|
||||
properties:
|
||||
rows_count:
|
||||
type: integer
|
||||
minimum: 0
|
||||
description: CSV parsed non-header rows, or nonblank Sure NDJSON lines.
|
||||
valid_rows_count:
|
||||
type: integer
|
||||
minimum: 0
|
||||
description: SureImport only. Valid NDJSON records.
|
||||
invalid_rows_count:
|
||||
type: integer
|
||||
minimum: 0
|
||||
description: SureImport only. Invalid NDJSON records. CSV malformed content
|
||||
returns a 422 instead.
|
||||
entity_counts:
|
||||
type: object
|
||||
additionalProperties:
|
||||
type: integer
|
||||
nullable: true
|
||||
record_type_counts:
|
||||
type: object
|
||||
additionalProperties:
|
||||
type: integer
|
||||
nullable: true
|
||||
ImportPreflight:
|
||||
type: object
|
||||
required:
|
||||
- type
|
||||
- valid
|
||||
- content
|
||||
- stats
|
||||
- errors
|
||||
- warnings
|
||||
properties:
|
||||
type:
|
||||
type: string
|
||||
enum:
|
||||
- TransactionImport
|
||||
- TradeImport
|
||||
- AccountImport
|
||||
- MintImport
|
||||
- CategoryImport
|
||||
- RuleImport
|
||||
- SureImport
|
||||
valid:
|
||||
type: boolean
|
||||
content:
|
||||
"$ref": "#/components/schemas/ImportPreflightContent"
|
||||
stats:
|
||||
"$ref": "#/components/schemas/ImportPreflightStats"
|
||||
headers:
|
||||
type: array
|
||||
items:
|
||||
type: string
|
||||
nullable: true
|
||||
required_headers:
|
||||
type: array
|
||||
items:
|
||||
type: string
|
||||
nullable: true
|
||||
missing_required_headers:
|
||||
type: array
|
||||
items:
|
||||
type: string
|
||||
nullable: true
|
||||
errors:
|
||||
type: array
|
||||
items:
|
||||
"$ref": "#/components/schemas/ImportPreflightError"
|
||||
warnings:
|
||||
type: array
|
||||
items:
|
||||
type: string
|
||||
ImportPreflightResponse:
|
||||
type: object
|
||||
required:
|
||||
- data
|
||||
properties:
|
||||
data:
|
||||
"$ref": "#/components/schemas/ImportPreflight"
|
||||
ImportStatusSummary:
|
||||
type: object
|
||||
required:
|
||||
@@ -4381,7 +4495,7 @@ paths:
|
||||
post:
|
||||
summary: Create import
|
||||
description: Create a new import from raw CSV content, inline Sure NDJSON content,
|
||||
or an uploaded Sure NDJSON file.
|
||||
or an uploaded Sure NDJSON file. CSV content is limited to 10MB.
|
||||
tags:
|
||||
- Imports
|
||||
security:
|
||||
@@ -4416,8 +4530,9 @@ paths:
|
||||
properties:
|
||||
raw_file_content:
|
||||
type: string
|
||||
description: Raw CSV or Sure NDJSON content as a string. Required
|
||||
for SureImport unless a multipart file is uploaded.
|
||||
description: Raw CSV or Sure NDJSON content as a string. CSV content
|
||||
is limited to 10MB. Required for SureImport unless a multipart
|
||||
file is uploaded.
|
||||
type:
|
||||
type: string
|
||||
enum:
|
||||
@@ -4521,8 +4636,9 @@ paths:
|
||||
properties:
|
||||
raw_file_content:
|
||||
type: string
|
||||
description: Raw CSV or Sure NDJSON content as a string. Required
|
||||
for SureImport unless a multipart file is uploaded.
|
||||
description: Raw CSV or Sure NDJSON content as a string. CSV content
|
||||
is limited to 10MB. Required for SureImport unless a multipart
|
||||
file is uploaded.
|
||||
type:
|
||||
type: string
|
||||
enum:
|
||||
@@ -4709,6 +4825,264 @@ paths:
|
||||
application/json:
|
||||
schema:
|
||||
"$ref": "#/components/schemas/ErrorResponse"
|
||||
"/api/v1/imports/preflight":
|
||||
post:
|
||||
summary: Validate import content without creating an import
|
||||
description: Validate CSV or Sure NDJSON import content and return counts, headers,
|
||||
warnings, and validation errors without persisting an import or enqueueing
|
||||
jobs. CSV content is limited to 10MB.
|
||||
tags:
|
||||
- Imports
|
||||
security:
|
||||
- apiKeyAuth: []
|
||||
parameters: []
|
||||
responses:
|
||||
'200':
|
||||
description: import content preflighted
|
||||
content:
|
||||
application/json:
|
||||
schema:
|
||||
"$ref": "#/components/schemas/ImportPreflightResponse"
|
||||
'401':
|
||||
description: unauthorized
|
||||
content:
|
||||
application/json:
|
||||
schema:
|
||||
"$ref": "#/components/schemas/ErrorResponse"
|
||||
'422':
|
||||
description: missing or invalid content
|
||||
content:
|
||||
application/json:
|
||||
schema:
|
||||
"$ref": "#/components/schemas/ErrorResponse"
|
||||
'404':
|
||||
description: account not found
|
||||
content:
|
||||
application/json:
|
||||
schema:
|
||||
"$ref": "#/components/schemas/ErrorResponse"
|
||||
requestBody:
|
||||
content:
|
||||
application/json:
|
||||
schema:
|
||||
type: object
|
||||
properties:
|
||||
raw_file_content:
|
||||
type: string
|
||||
description: Raw CSV or Sure NDJSON content as a string. CSV content
|
||||
is limited to 10MB.
|
||||
file:
|
||||
type: string
|
||||
format: binary
|
||||
description: CSV or Sure NDJSON upload when using multipart/form-data.
|
||||
CSV files are limited to 10MB.
|
||||
type:
|
||||
type: string
|
||||
enum:
|
||||
- TransactionImport
|
||||
- TradeImport
|
||||
- AccountImport
|
||||
- MintImport
|
||||
- CategoryImport
|
||||
- RuleImport
|
||||
- SureImport
|
||||
description: Import type to validate (defaults to TransactionImport)
|
||||
account_id:
|
||||
type: string
|
||||
format: uuid
|
||||
description: Account ID used for account-scoped CSV import validation
|
||||
date_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the date column
|
||||
amount_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the amount column
|
||||
name_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the transaction name
|
||||
column
|
||||
category_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the category column
|
||||
tags_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the tags column
|
||||
notes_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the notes column
|
||||
account_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the account column
|
||||
qty_col_label:
|
||||
type: string
|
||||
description: CSV trade imports only. Header name for the quantity
|
||||
column
|
||||
ticker_col_label:
|
||||
type: string
|
||||
description: CSV trade imports only. Header name for the ticker
|
||||
column
|
||||
price_col_label:
|
||||
type: string
|
||||
description: CSV trade imports only. Header name for the price column
|
||||
entity_type_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the entity type column
|
||||
currency_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the currency column
|
||||
exchange_operating_mic_col_label:
|
||||
type: string
|
||||
description: CSV trade imports only. Header name for the exchange
|
||||
operating MIC column
|
||||
date_format:
|
||||
type: string
|
||||
description: CSV imports only. Date format pattern
|
||||
number_format:
|
||||
type: string
|
||||
enum:
|
||||
- '1,234.56'
|
||||
- 1.234,56
|
||||
- 1 234,56
|
||||
- '1,234'
|
||||
description: CSV imports only. Number format for parsing amounts
|
||||
signage_convention:
|
||||
type: string
|
||||
enum:
|
||||
- inflows_positive
|
||||
- inflows_negative
|
||||
description: CSV imports only. How to interpret positive/negative
|
||||
amounts
|
||||
col_sep:
|
||||
type: string
|
||||
enum:
|
||||
- ","
|
||||
- ";"
|
||||
description: CSV imports only. Column separator
|
||||
rows_to_skip:
|
||||
type: integer
|
||||
minimum: 0
|
||||
description: CSV imports only. Number of leading rows to skip before
|
||||
reading headers
|
||||
amount_type_strategy:
|
||||
type: string
|
||||
enum:
|
||||
- signed_amount
|
||||
- custom_column
|
||||
description: CSV imports only. Amount parsing strategy
|
||||
amount_type_inflow_value:
|
||||
type: string
|
||||
description: CSV imports only. Column value that marks an amount
|
||||
as an inflow when using custom_column strategy
|
||||
multipart/form-data:
|
||||
schema:
|
||||
type: object
|
||||
properties:
|
||||
raw_file_content:
|
||||
type: string
|
||||
description: Raw CSV or Sure NDJSON content as a string. CSV content
|
||||
is limited to 10MB.
|
||||
file:
|
||||
type: string
|
||||
format: binary
|
||||
description: CSV or Sure NDJSON upload when using multipart/form-data.
|
||||
CSV files are limited to 10MB.
|
||||
type:
|
||||
type: string
|
||||
enum:
|
||||
- TransactionImport
|
||||
- TradeImport
|
||||
- AccountImport
|
||||
- MintImport
|
||||
- CategoryImport
|
||||
- RuleImport
|
||||
- SureImport
|
||||
description: Import type to validate (defaults to TransactionImport)
|
||||
account_id:
|
||||
type: string
|
||||
format: uuid
|
||||
description: Account ID used for account-scoped CSV import validation
|
||||
date_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the date column
|
||||
amount_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the amount column
|
||||
name_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the transaction name
|
||||
column
|
||||
category_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the category column
|
||||
tags_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the tags column
|
||||
notes_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the notes column
|
||||
account_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the account column
|
||||
qty_col_label:
|
||||
type: string
|
||||
description: CSV trade imports only. Header name for the quantity
|
||||
column
|
||||
ticker_col_label:
|
||||
type: string
|
||||
description: CSV trade imports only. Header name for the ticker
|
||||
column
|
||||
price_col_label:
|
||||
type: string
|
||||
description: CSV trade imports only. Header name for the price column
|
||||
entity_type_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the entity type column
|
||||
currency_col_label:
|
||||
type: string
|
||||
description: CSV imports only. Header name for the currency column
|
||||
exchange_operating_mic_col_label:
|
||||
type: string
|
||||
description: CSV trade imports only. Header name for the exchange
|
||||
operating MIC column
|
||||
date_format:
|
||||
type: string
|
||||
description: CSV imports only. Date format pattern
|
||||
number_format:
|
||||
type: string
|
||||
enum:
|
||||
- '1,234.56'
|
||||
- 1.234,56
|
||||
- 1 234,56
|
||||
- '1,234'
|
||||
description: CSV imports only. Number format for parsing amounts
|
||||
signage_convention:
|
||||
type: string
|
||||
enum:
|
||||
- inflows_positive
|
||||
- inflows_negative
|
||||
description: CSV imports only. How to interpret positive/negative
|
||||
amounts
|
||||
col_sep:
|
||||
type: string
|
||||
enum:
|
||||
- ","
|
||||
- ";"
|
||||
description: CSV imports only. Column separator
|
||||
rows_to_skip:
|
||||
type: integer
|
||||
minimum: 0
|
||||
description: CSV imports only. Number of leading rows to skip before
|
||||
reading headers
|
||||
amount_type_strategy:
|
||||
type: string
|
||||
enum:
|
||||
- signed_amount
|
||||
- custom_column
|
||||
description: CSV imports only. Amount parsing strategy
|
||||
amount_type_inflow_value:
|
||||
type: string
|
||||
description: CSV imports only. Column value that marks an amount
|
||||
as an inflow when using custom_column strategy
|
||||
"/api/v1/merchants":
|
||||
get:
|
||||
summary: List merchants
|
||||
@@ -6131,6 +6505,8 @@ paths:
|
||||
- Transactions
|
||||
security:
|
||||
- apiKeyAuth: []
|
||||
description: Returns global ledger history for accessible accounts, including
|
||||
disabled accounts but excluding accounts pending deletion.
|
||||
parameters:
|
||||
- name: page
|
||||
in: query
|
||||
@@ -6256,6 +6632,12 @@ paths:
|
||||
application/json:
|
||||
schema:
|
||||
"$ref": "#/components/schemas/Transaction"
|
||||
'200':
|
||||
description: transaction already exists for external idempotency key
|
||||
content:
|
||||
application/json:
|
||||
schema:
|
||||
"$ref": "#/components/schemas/Transaction"
|
||||
'422':
|
||||
description: validation error - missing required fields
|
||||
content:
|
||||
@@ -6310,6 +6692,14 @@ paths:
|
||||
- inflow
|
||||
- outflow
|
||||
description: Transaction nature (determines sign)
|
||||
external_id:
|
||||
type: string
|
||||
description: Optional external idempotency key scoped to account
|
||||
and source
|
||||
source:
|
||||
type: string
|
||||
description: Optional source namespace for external_id. Requires
|
||||
external_id and defaults to api when external_id is provided
|
||||
tag_ids:
|
||||
type: array
|
||||
items:
|
||||
@@ -6328,10 +6718,11 @@ paths:
|
||||
parameters:
|
||||
- name: id
|
||||
in: path
|
||||
required: true
|
||||
description: Transaction ID
|
||||
schema:
|
||||
type: string
|
||||
format: uuid
|
||||
required: true
|
||||
description: Transaction ID
|
||||
get:
|
||||
summary: Retrieve a transaction
|
||||
tags:
|
||||
|
||||
Reference in New Issue
Block a user