Changelog

All notable changes to the codat Elixir package will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

Unreleased

0.1.0 - 2025-05-14

Added

Core Infrastructure

• Codat.Client — typed client struct with full config validation via NimbleOptions
• Codat.Config — merged configuration from app config, env vars, and runtime options
• Codat.Error — structured error type with type, message, correlation_id, retry_after
• Codat.Telemetry — telemetry events for all HTTP operations ([:codat, :request, :start/stop/exception])
• Codat.QueryBuilder — composable query expression builder for Codat's filter language
• Codat.Pagination — page struct, Stream-based lazy pagination, and concurrent fetch_all/2
• Codat.API — use macro that generates standard CRUD, streaming, and model-inspection functions

HTTP Client

• Codat.HTTP.Client — Req + Finch based client with:
  • Base64 API key authentication
  • Exponential backoff retry with full jitter (configurable max_retries, retry_base_delay)
  • Rate-limit awareness: auto-pauses on 429 and retries after Retry-After header
  • Structured %Codat.Error{} on all failure paths
  • Telemetry events on every request

Platform API (Codat.Platform.*)

• Companies — list, get, create, update, delete, stream, get_access_token
• Connections — list, get, create, delete, unlink, get_authorization_url
• APIKeys — list, create, delete
• Webhooks — list, get, create, update, delete, enable, disable, messages
• PushOperations — list, get, poll_until_done (with configurable polling interval and timeout)
• DataStatus — get all, get for type, refresh all, refresh single type, pull operation history
• Files — list, upload, download, download_all (zip)

Accounting API (Codat.Accounting.*)

• Invoices — full CRUD + attachments, create/update model
• Bills — full CRUD + attachments
• Customers — full CRUD
• Suppliers — full CRUD
• Accounts — list, get, create
• BankAccounts — list, get, create, update
• BankTransactions — list, get, create
• Payments — list, get, create
• CreditNotes — full CRUD
• BillPayments — list, get, create, delete
• BillCreditNotes — full CRUD
• JournalEntries — list, get, create, delete
• Journals — list, get, create
• Items — list, get, create
• PurchaseOrders — full CRUD
• Transfers — list, get, create
• DirectCosts — list, get, create, delete
• DirectIncomes — list, get, create
• TaxRates — list, get
• TrackingCategories — list, get
• CompanyInfo — get, refresh
• BalanceSheet — get with period options
• ProfitAndLoss — get with period options
• CashFlowStatement — get with period options

Bank Feeds API (Codat.BankFeeds.*)

• SourceAccounts — list, get, create, update, delete, update_batch
• Transactions — list, get, create
• AccountMapping — get_options, set
• Connections — get_info

Lending API (Codat.Lending.*)

• AccountsReceivable — invoices, customers, payments, credit_notes
• AccountsPayable — bills, suppliers, bill_payments
• Banking — accounts, transactions, transaction_categories
• FinancialStatements — balance_sheet, profit_and_loss, cash_flow_statement
• DataIntegrity — status, summaries, details
• ExcelReports — generate, status, download
• CompanyInfo — get

Expenses API (Codat.Expenses.*)

• Sync — initialize, list, get, complete, get_transaction_updates
• Transactions — create, update
• Accounts — list, get
• Customers — list, get
• Suppliers — list, get
• TaxRates — list, get
• TrackingCategories — list, get
• Mappings — get_options

Bill Pay API (Codat.BillPay.*)

• Bills — list, get, stream, fetch_all
• Suppliers — list, get, stream, fetch_all
• Payments — list, get, create, delete
• Companies — get_mapping_options
• Connections — get_info

Webhooks (Codat.Webhooks.*)

• Verifier — Svix-compatible HMAC-SHA256 signature verification with replay protection
• Plug — drop-in Plug for Phoenix/Plug apps with body caching, verification, and dispatch
• BodyReader — Plug.Parsers body reader that preserves the raw body for signature verification
• Handler — @behaviour for implementing typed event handlers
• NoOpHandler — log-and-ignore handler for dev/test
• BroadcastHandler — PubSub broadcast handler (requires Phoenix.PubSub)
• Dispatcher — macro-based event router supporting string, list, regex, and catch-all patterns
• EventTypes — compile-time constants (macros) and runtime helpers for all event type strings
• VerificationError — structured exception raised by verify!/4