katana-openapi-client 0.37.0

A modern, pythonic Katana Manufacturing ERP API client with automatic retries, rate limiting, and smart pagination

Katana Manufacturing ERP - Python API Client

A modern, pythonic Python client for the Katana Manufacturing ERP API. Built from a comprehensive OpenAPI 3.1.0 specification with 100% endpoint coverage and automatic resilience.

✨ Features

• 🎯 Production Ready: Automatic retries, rate limiting, and error handling
• 🚀 Zero Configuration: Works out of the box with environment variables
• 📦 Complete API Coverage: All 76+ Katana API endpoints with full type hints
• 🔄 Smart Pagination: Automatic pagination with built-in safety limits
• 🛡️ Transport-Layer Resilience: httpx-native approach, no decorators needed
• ⚡ Async/Sync Support: Use with asyncio or traditional synchronous code
• 🔍 Rich Observability: Built-in logging and metrics
• 🏗️ Streamlined Architecture: Flattened imports, automated regeneration, zero patches

🚀 Quick Start

Installation

# Clone the repository
git clone https://github.com/dougborg/katana-openapi-client.git
cd katana-openapi-client

# Install with uv (recommended)
uv sync --all-extras

# Or with pip
pip install -e .

📋 Configuration

The Katana client supports multiple authentication methods (in priority order):

1. Direct parameter: Pass api_key to KatanaClient()
2. Environment variable: Set KATANA_API_KEY
3. .env file: Create a .env file with your credentials
4. ~/.netrc file: Use standard Unix credential file

Option 1: .env file (Recommended)

Create a .env file with your Katana API credentials:

KATANA_API_KEY=your-api-key-here
# Optional: defaults to https://api.katanamrp.com/v1
KATANA_BASE_URL=https://api.katanamrp.com/v1

Option 2: ~/.netrc file

For centralized credential management, add to ~/.netrc:

machine api.katanamrp.com
password your-api-key-here

Note: Ensure your netrc file has restricted permissions (chmod 600 ~/.netrc)

Option 3: Environment variable

export KATANA_API_KEY=your-api-key-here

Option 4: Direct parameter

async with KatanaClient(api_key="your-api-key-here") as client:
    # ...

Basic Usage

KatanaClient (Recommended)

The modern, pythonic client with automatic resilience:

import asyncio

from katana_public_api_client import KatanaClient
from katana_public_api_client.api.product import get_all_products
from katana_public_api_client.api.sales_order import get_all_sales_orders

async def main():
    # Automatic configuration from .env file
    async with KatanaClient() as client:
        response = await get_all_products.asyncio_detailed(
            client=client,
            limit=50
        )
        print(f"Status: {response.status_code}")
        print(f"Products: {len(response.parsed.data)}")

        # Automatic pagination happens transparently
        all_products_response = await get_all_products.asyncio_detailed(
            client=client,
            is_sellable=True
        )
        print(f"Total sellable products: {len(all_products_response.parsed.data)}")

        # Direct API usage with automatic resilience
        orders_response = await get_all_sales_orders.asyncio_detailed(
            client=client,
            status="open"
        )
        orders = orders_response.parsed.data if orders_response.parsed else []
        print(f"Open orders: {len(orders)}")

asyncio.run(main())

See the Cookbook for more practical examples including inventory management, order processing, webhook handlers, and performance optimization.

📊 API Coverage

The client provides access to all major Katana functionality:

Category	Endpoints	Description
Products & Inventory	25+	Products, variants, materials, stock levels
Orders	20+	Sales orders, purchase orders, fulfillment
Manufacturing	15+	BOMs, manufacturing orders, operations
Business Relations	10+	Customers, suppliers, addresses
Configuration	6+	Locations, webhooks, custom fields

Total: 76+ endpoints with 150+ fully-typed data models.

🎯 Why KatanaClient?

Automatic Resilience

Every API call through KatanaClient automatically includes:

• Smart Retries: Exponential backoff (1s, 2s, 4s, 8s, 16s) for network errors and server errors
• Rate Limit Handling: All HTTP methods (including POST/PATCH) are automatically retried on 429 errors with Retry-After header support
• Idempotent Server Error Retry: Only safe methods (GET, PUT, DELETE) are retried on 502/503/504 errors
• Error Recovery: Intelligent retry logic that doesn't retry other 4xx client errors
• Observability: Rich logging for debugging and monitoring

Pythonic Design

# No decorators, no wrapper methods needed
async with KatanaClient() as client:
    # Just use the generated API methods directly
    response = await get_all_products.asyncio_detailed(
        client=client,
        limit=100
    )
    # Automatic retries, rate limiting, logging - all transparent!

Transport-Layer Architecture

Uses httpx's native transport layer for resilience - the most pythonic approach:

• Zero Dependencies: Built on httpx's standard extension points
• Maximum Compatibility: Works with any httpx-based code
• Easy Testing: Simple to mock and test
• Performance: Minimal overhead compared to decorators

🔧 Advanced Usage

Custom Configuration

import logging

from katana_public_api_client import KatanaClient

# Custom configuration
async with KatanaClient(
    api_key="custom-key",
    base_url="https://custom.katana.com/v1",
    timeout=60.0,
    max_retries=3,
    logger=logging.getLogger("katana")
) as client:
    # Your API calls here
    pass

Automatic Pagination

from katana_public_api_client import KatanaClient
from katana_public_api_client.api.product import get_all_products

async with KatanaClient() as client:
    # Get all products with automatic pagination
    all_products_response = await get_all_products.asyncio_detailed(
        client=client,
        is_sellable=True
    )
    sellable_products = all_products_response.parsed.data
    print(f"Found {len(sellable_products)} sellable products")

Response Unwrapping Utilities

Convenient helpers to unwrap responses and handle errors:

from katana_public_api_client import (
    KatanaClient,
    unwrap,
    unwrap_data,
    APIError,
    AuthenticationError,
    ValidationError,
)
from katana_public_api_client.api.product import get_all_products

async with KatanaClient() as client:
    # unwrap() extracts parsed data and raises typed exceptions on errors
    response = await get_all_products.asyncio_detailed(client=client)
    product_list = unwrap(response)  # Raises APIError on failure

    # unwrap_data() directly extracts the .data field from list responses
    products = unwrap_data(response)  # Returns list of Product objects
    for product in products:
        print(f"Product: {product.name}")

    # Handle errors with typed exceptions
    try:
        response = await get_all_products.asyncio_detailed(client=client)
        products = unwrap(response)
    except AuthenticationError as e:
        print(f"Auth failed: {e}")
    except ValidationError as e:
        print(f"Validation error: {e.validation_errors}")
    except APIError as e:
        print(f"API error {e.status_code}: {e}")

See examples/using_utils.py for more examples.

📁 Project Structure

This is a monorepo managed with uv workspace, containing multiple packages:

katana-openapi-client/           # Repository root (workspace)
├── pyproject.toml               # Workspace configuration
├── uv.lock                      # Unified lock file for all packages
├── docs/katana-openapi.yaml     # OpenAPI 3.1.0 specification
├── katana_public_api_client/    # Main package - Generated Python client
│   ├── katana_client.py         # KatanaClient with transport-layer resilience
│   ├── client.py                # Base generated client classes
│   ├── api/                     # 76+ API endpoint modules
│   ├── models/                  # 150+ data models
│   └── types.py                 # Type definitions
├── katana_mcp_server/           # MCP server package (coming soon)
│   └── pyproject.toml           # Package-specific configuration
├── docs/                        # Documentation
├── tests/                       # Test suite
└── scripts/                     # Development utilities

The workspace configuration enables:

• Unified dependency management across packages
• Version compatibility guarantees
• Single lock file for reproducible builds
• Parallel development of client and server

See ADR-010 for architectural details.

🧪 Testing

# Run all tests
uv run poe test

# Run with coverage
uv run poe test-coverage

# Run specific test categories
uv run poe test-unit           # Unit tests only
uv run poe test-integration    # Integration tests only

📚 Documentation

User Guides

• Cookbook - Practical recipes for common integration scenarios
• KatanaClient Guide - Complete KatanaClient usage guide
• API Reference - Generated API documentation
• Migration Guide - Upgrading from previous versions
• Testing Guide - Testing patterns and examples

Architecture & Design

• Architecture Decision Records (ADRs) - Key architectural decisions
  • ADR-001: Transport-Layer Resilience
  • ADR-002: OpenAPI Code Generation
  • ADR-003: Transparent Pagination
  • ADR-004: Defer Observability to httpx
  • ADR-005: Sync and Async APIs
  • ADR-006: Response Unwrapping Utilities
  • ADR-007: Domain Helper Classes (PROPOSED)
  • ADR-008: Avoid Builder Pattern (PROPOSED)

Project Analysis

• Revised Assessment - Comprehensive review (Grade: A, 95/100)
• Coverage Analysis - Test coverage breakdown (74.8% core logic)
• Builder Pattern Analysis - Builder vs domain helpers
• Domain Helpers Design - Complete helper design

🔄 Development Workflow

Development Setup

# Install dependencies
uv sync --all-extras

# Install pre-commit hooks (important!)
uv run poe pre-commit-install

# See all available tasks
uv run poe help

# Quick development check
uv run poe check

# Auto-fix common issues
uv run poe fix

Code Quality Tasks

# Formatting
uv run poe format              # Format all code and documentation
uv run poe format-check        # Check formatting without changes
uv run poe format-python       # Format Python code only

# Linting and Type Checking
uv run poe lint                 # Run all linters (ruff, ty, yaml)
uv run poe lint-ruff           # Fast linting with ruff
uv run poe typecheck           # Type checking with ty

# Testing
uv run poe test                 # Run all tests
uv run poe test-coverage       # Run tests with coverage
uv run poe test-unit           # Unit tests only
uv run poe test-integration    # Integration tests only

OpenAPI and Client Generation

# Regenerate client from OpenAPI spec
uv run poe regenerate-client

# Validate OpenAPI specification
uv run poe validate-openapi

# Full preparation workflow
uv run poe prepare             # Format + lint + test + validate

Pre-commit Hooks

# Install pre-commit hooks (run once after clone)
uv run poe pre-commit-install

# Run pre-commit on all files manually
uv run poe pre-commit-run

# Update pre-commit hook versions
uv run poe pre-commit-update

CI/Development Workflows

# Full CI pipeline (what runs in GitHub Actions)
uv run poe ci

# Pre-commit preparation
uv run poe prepare

# Clean build artifacts
uv run poe clean

Configuration

All tool configurations are consolidated in pyproject.toml following modern Python packaging standards:

• uv: Fast, modern package and dependency manager
• Hatchling: Build backend for package distribution
• Ruff: Code formatting and linting (replaces Black, isort, flake8)
• MyPy: Type checking configuration
• Pytest: Test discovery and execution settings
• Coverage: Code coverage reporting
• Poe: Task automation and scripts
• Semantic Release: Automated versioning and releases

📝 License

This project is licensed under the MIT License - see the LICENSE file for details.

🤝 Contributing

Contributions are welcome! Please read our Contributing Guide for details on our code of conduct and the process for submitting pull requests.