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@RettBehrens RettBehrens marked this pull request as ready for review October 29, 2021 22:47
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Implements the endpoints available in Xero's Finance API Spec.

Also updates the Contact model to match Xero's Accounting API Spec.

Description

https://developer.xero.com/documentation/api/finance/overview

Release Notes

The Finance API is a collection of endpoints which customers can use in the course of a loan application, which may assist lenders to gain the confidence they need to provide capital.

FinanceAPI methods added:

  • get_accounting_activity_account_usage
  • get_accounting_activity_lock_history
  • get_accounting_activity_report_history
  • get_accounting_activity_user_activities
  • get_cash_validation
  • get_financial_statement_balance_sheet
  • get_financial_statement_cashflow
  • get_financial_statement_profit_and_loss
  • get_financial_statement_trial_balance
  • get_financial_statement_contacts_expense
  • get_financial_statement_contacts_revenue

Finance models added

  • AccountUsage
  • AccountUsageResponse
  • BalanceSheetAccountDetail
  • BalanceSheetAccountGroup
  • BalanceSheetAccountType
  • BalanceSheetResponse
  • BankStatementResponse
  • CashAccountResponse
  • CashBalance
  • CashValidationResponse
  • CashflowAccount
  • CashflowActivity
  • CashflowResponse
  • CashflowType
  • ContactDetail
  • ContactTotalDetail
  • ContactTotalOther
  • CurrentStatementResponse
  • DataSourceResponse
  • HistoryRecordResponse
  • IncomeByContactResponse
  • LockHistoryModel
  • LockHistoryResponse
  • ManualJournalTotal
  • PnlAccount
  • PnlAccountClass
  • PnlAccountType
  • PracticeResponse
  • Problem
  • ProfitAndLossResponse
  • ReportHistoryModel
  • ReportHistoryResponse
  • StatementBalanceResponse
  • StatementLinesResponse
  • TotalDetail
  • TotalOther
  • TrialBalanceAccount
  • TrialBalanceEntry
  • TrialBalanceMovement
  • TrialBalanceResponse
  • UserActivitiesResponse
  • UserResponse

Accounting Contact model updated:

  • company_number - setting and retrieving Registration Number for a company/Business
  • merged_to_contact_id - retrieving the ID for the destination of a merged contact
  • sales_default_line_amount_type - retrieving the default sales line amount types for a contact
  • purchases_default_line_amount_type - retrieving the default purchases line amount types for a contact

Types of Changes

  • New feature (non-breaking change that adds functionality)

@RettBehrens RettBehrens merged commit fd4b000 into master Nov 9, 2021
@Raghunath-S-S-J Raghunath-S-S-J deleted the xero-python-finance-api-redo branch February 4, 2025 06:15
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3 participants