Refactor connections, remove Plaid, add view creation API

robosystems_client/__init__.py

@@ -2,12 +2,14 @@
 
 from .client import AuthenticatedClient, Client
 
-# Convenience alias for the main SDK
+# Convenience aliases for the main SDK
+RoboSystemsClient = AuthenticatedClient
 RoboSystemsSDK = AuthenticatedClient
 
 __all__ = (
   "AuthenticatedClient",
   "Client",
+  "RoboSystemsClient",
   "RoboSystemsSDK",
 )
 

robosystems_client/api/connections/create_connection.py

@@ -107,11 +107,6 @@ def sync_detailed(
   - Requires admin permissions in QuickBooks
   - Complete with OAuth callback
 
-  **Plaid Connections**:
-  - Returns Plaid Link token
-  - User completes bank authentication
-  - Exchange public token for access
-
   Note:
   This operation is included - no credit consumption required.
 
@@ -161,11 +156,6 @@ def sync(
   - Requires admin permissions in QuickBooks
   - Complete with OAuth callback
 
-  **Plaid Connections**:
-  - Returns Plaid Link token
-  - User completes bank authentication
-  - Exchange public token for access
-
   Note:
   This operation is included - no credit consumption required.
 
@@ -210,11 +200,6 @@ async def asyncio_detailed(
   - Requires admin permissions in QuickBooks
   - Complete with OAuth callback
 
-  **Plaid Connections**:
-  - Returns Plaid Link token
-  - User completes bank authentication
-  - Exchange public token for access
-
   Note:
   This operation is included - no credit consumption required.
 
@@ -262,11 +247,6 @@ async def asyncio(
   - Requires admin permissions in QuickBooks
   - Complete with OAuth callback
 
-  **Plaid Connections**:
-  - Returns Plaid Link token
-  - User completes bank authentication
-  - Exchange public token for access
-
   Note:
   This operation is included - no credit consumption required.
 

robosystems_client/api/connections/get_connection_options.py

@@ -86,11 +86,6 @@ def sync_detailed(
   - Chart of accounts, transactions, trial balance
   - Real-time sync capabilities
 
-  **Plaid**: Bank account connections
-  - Secure bank authentication via Plaid Link
-  - Transaction history and balances
-  - Multi-account support
-
   No credits are consumed for viewing connection options.
 
   Args:
@@ -136,11 +131,6 @@ def sync(
   - Chart of accounts, transactions, trial balance
   - Real-time sync capabilities
 
-  **Plaid**: Bank account connections
-  - Secure bank authentication via Plaid Link
-  - Transaction history and balances
-  - Multi-account support
-
   No credits are consumed for viewing connection options.
 
   Args:
@@ -181,11 +171,6 @@ async def asyncio_detailed(
   - Chart of accounts, transactions, trial balance
   - Real-time sync capabilities
 
-  **Plaid**: Bank account connections
-  - Secure bank authentication via Plaid Link
-  - Transaction history and balances
-  - Multi-account support
-
   No credits are consumed for viewing connection options.
 
   Args:
@@ -229,11 +214,6 @@ async def asyncio(
   - Chart of accounts, transactions, trial balance
   - Real-time sync capabilities
 
-  **Plaid**: Bank account connections
-  - Secure bank authentication via Plaid Link
-  - Transaction history and balances
-  - Multi-account support
-
   No credits are consumed for viewing connection options.
 
   Args:

robosystems_client/api/connections/list_connections.py

@@ -109,7 +109,7 @@ def sync_detailed(
   Returns active and inactive connections with their current status.
   Connections can be filtered by:
   - **Entity**: Show connections for a specific entity
-  - **Provider**: Filter by connection type (sec, quickbooks, plaid)
+  - **Provider**: Filter by connection type (sec, quickbooks)
 
   Each connection shows:
   - Current sync status and health
@@ -159,7 +159,7 @@ def sync(
   Returns active and inactive connections with their current status.
   Connections can be filtered by:
   - **Entity**: Show connections for a specific entity
-  - **Provider**: Filter by connection type (sec, quickbooks, plaid)
+  - **Provider**: Filter by connection type (sec, quickbooks)
 
   Each connection shows:
   - Current sync status and health
@@ -204,7 +204,7 @@ async def asyncio_detailed(
   Returns active and inactive connections with their current status.
   Connections can be filtered by:
   - **Entity**: Show connections for a specific entity
-  - **Provider**: Filter by connection type (sec, quickbooks, plaid)
+  - **Provider**: Filter by connection type (sec, quickbooks)
 
   Each connection shows:
   - Current sync status and health
@@ -252,7 +252,7 @@ async def asyncio(
   Returns active and inactive connections with their current status.
   Connections can be filtered by:
   - **Entity**: Show connections for a specific entity
-  - **Provider**: Filter by connection type (sec, quickbooks, plaid)
+  - **Provider**: Filter by connection type (sec, quickbooks)
 
   Each connection shows:
   - Current sync status and health

robosystems_client/api/connections/sync_connection.py

@@ -112,11 +112,6 @@ def sync_detailed(
   - Generates fresh trial balance
   - Duration depends on data volume
 
-  **Plaid Sync**:
-  - Retrieves recent bank transactions
-  - Updates account balances
-  - Categorizes new transactions
-
   Note:
   This operation is included - no credit consumption required.
 
@@ -172,11 +167,6 @@ def sync(
   - Generates fresh trial balance
   - Duration depends on data volume
 
-  **Plaid Sync**:
-  - Retrieves recent bank transactions
-  - Updates account balances
-  - Categorizes new transactions
-
   Note:
   This operation is included - no credit consumption required.
 
@@ -229,11 +219,6 @@ async def asyncio_detailed(
   - Generates fresh trial balance
   - Duration depends on data volume
 
-  **Plaid Sync**:
-  - Retrieves recent bank transactions
-  - Updates account balances
-  - Categorizes new transactions
-
   Note:
   This operation is included - no credit consumption required.
 
@@ -287,11 +272,6 @@ async def asyncio(
   - Generates fresh trial balance
   - Duration depends on data volume
 
-  **Plaid Sync**:
-  - Retrieves recent bank transactions
-  - Updates account balances
-  - Categorizes new transactions
-
   Note:
   This operation is included - no credit consumption required.
 

robosystems_client/api/graphs/get_available_extensions.py

@@ -61,7 +61,8 @@ def sync_detailed(
   **Available Extensions:**
   - **RoboLedger**: Complete accounting system with XBRL reporting, general ledger, and financial
   statements
-  - **RoboInvestor**: Investment portfolio management and tracking
+  - **RoboInvestor**: Investment portfolio management with securities tracking, trade execution, and
+  risk analysis
   - **RoboSCM**: Supply chain management and logistics
   - **RoboFO**: Front office operations and CRM
   - **RoboHRM**: Human resources management
@@ -114,7 +115,8 @@ def sync(
   **Available Extensions:**
   - **RoboLedger**: Complete accounting system with XBRL reporting, general ledger, and financial
   statements
-  - **RoboInvestor**: Investment portfolio management and tracking
+  - **RoboInvestor**: Investment portfolio management with securities tracking, trade execution, and
+  risk analysis
   - **RoboSCM**: Supply chain management and logistics
   - **RoboFO**: Front office operations and CRM
   - **RoboHRM**: Human resources management
@@ -163,7 +165,8 @@ async def asyncio_detailed(
   **Available Extensions:**
   - **RoboLedger**: Complete accounting system with XBRL reporting, general ledger, and financial
   statements
-  - **RoboInvestor**: Investment portfolio management and tracking
+  - **RoboInvestor**: Investment portfolio management with securities tracking, trade execution, and
+  risk analysis
   - **RoboSCM**: Supply chain management and logistics
   - **RoboFO**: Front office operations and CRM
   - **RoboHRM**: Human resources management
@@ -214,7 +217,8 @@ async def asyncio(
   **Available Extensions:**
   - **RoboLedger**: Complete accounting system with XBRL reporting, general ledger, and financial
   statements
-  - **RoboInvestor**: Investment portfolio management and tracking
+  - **RoboInvestor**: Investment portfolio management with securities tracking, trade execution, and
+  risk analysis
   - **RoboSCM**: Supply chain management and logistics
   - **RoboFO**: Front office operations and CRM
   - **RoboHRM**: Human resources management

robosystems_client/api/views/__init__.py

@@ -0,0 +1 @@
+"""Contains endpoint functions for accessing the API"""