Helpers for incremental data fetching using Codat's modifiedAfter parameter.

Codat tracks a modifiedDate on every record — the last time a record was created, updated, or deleted in the integration. Use modifiedAfter to fetch only records that changed since your last sync, dramatically reducing data transfer for ongoing synchronisation.

How It Works

Codat sets modifiedDate when:

• A record is first pulled from the integration
• Codat detects a change to the record in a subsequent sync
• A record is deleted (the record remains but modifiedDate updates)

Important: modifiedDate reflects when Codat detected the change, not when the change occurred in the accounting platform. There may be a delay between the accounting system change and Codat's detection.

Usage

# Track your last sync time
last_sync_at = DateTime.utc_now() |> DateTime.add(-86400, :second)  # 24h ago

# Fetch only changed invoices
{:ok, page} = Codat.Accounting.Invoices.list(client, company_id,
  modified_after: last_sync_at
)

# Or as an ISO8601 string
{:ok, page} = Codat.Accounting.Invoices.list(client, company_id,
  modified_after: "2024-01-15T10:00:00Z"
)

Recommended Pattern

defmodule MyApp.InvoiceSync do
  def sync(client, company_id) do
    last_synced_at = MyApp.SyncState.get_last_synced_at(:invoices, company_id)

    Codat.Accounting.Invoices.stream(client, company_id,
      modified_after: last_synced_at,
      page_size: 100
    )
    |> Stream.each(fn invoice ->
      MyApp.Invoices.upsert(invoice)
    end)
    |> Stream.run()

    MyApp.SyncState.update_last_synced_at(:invoices, company_id, DateTime.utc_now())
  end
end