@robosystems/client 0.3.13 → 0.3.15

package/types.gen.d.ts

@@ -1664,78 +1664,20 @@ export type CreateMappingAssociationOperation = {
     mapping_id: string;
 };
 /**
- * CreatePortfolioRequest
- */
-export type CreatePortfolioRequest = {
-    /**
-     * Name
-     */
-    name: string;
-    /**
-     * Description
-     */
-    description?: string | null;
-    /**
-     * Strategy
-     */
-    strategy?: string | null;
-    /**
-     * Inception Date
-     */
-    inception_date?: string | null;
-    /**
-     * Base Currency
-     */
-    base_currency?: string;
-};
-/**
- * CreatePositionRequest
+ * CreatePortfolioBlockRequest
+ *
+ * CQRS body for `POST /operations/create-portfolio-block`.
+ *
+ * Whole envelope validated before any DB write; the portfolio + initial
+ * positions land in one transaction. Each `position` references an
+ * existing `security_id` — the operation does not mint securities.
  */
-export type CreatePositionRequest = {
-    /**
-     * Portfolio Id
-     */
-    portfolio_id: string;
-    /**
-     * Security Id
-     */
-    security_id: string;
-    /**
-     * Quantity
-     */
-    quantity: number;
-    /**
-     * Quantity Type
-     */
-    quantity_type?: string;
-    /**
-     * Cost Basis
-     */
-    cost_basis?: number;
-    /**
-     * Currency
-     */
-    currency?: string;
-    /**
-     * Current Value
-     */
-    current_value?: number | null;
-    /**
-     * Valuation Date
-     */
-    valuation_date?: string | null;
-    /**
-     * Valuation Source
-     */
-    valuation_source?: string | null;
-    /**
-     * Acquisition Date
-     */
-    acquisition_date?: string | null;
+export type CreatePortfolioBlockRequest = {
+    portfolio: PortfolioBlockPortfolioFields;
     /**
-     * Notes
+     * Positions
      */
-    notes?: string | null;
+    positions?: Array<PortfolioBlockPositionAdd>;
 };
 /**
  * CreatePublishListRequest
@@ -2560,30 +2502,26 @@ export type DeleteMappingAssociationOperation = {
     association_id: string;
 };
 /**
- * DeletePortfolioOperation
+ * DeletePortfolioBlockOperation
+ *
+ * CQRS body for `POST /operations/delete-portfolio-block`.
  *
- * CQRS body for `POST /operations/delete-portfolio`.
+ * Cascade-deletes the portfolio plus all of its positions. When the
+ * portfolio still has active positions, the operation is rejected
+ * unless `confirm_active_positions=true` is set — safety belt to
+ * prevent accidental cascade.
  */
-export type DeletePortfolioOperation = {
+export type DeletePortfolioBlockOperation = {
     /**
      * Portfolio Id
      *
      * Target portfolio ID.
      */
     portfolio_id: string;
-};
-/**
- * DeletePositionOperation
- *
- * CQRS body for `POST /operations/delete-position` (soft delete).
- */
-export type DeletePositionOperation = {
     /**
-     * Position Id
-     *
-     * Target position ID.
+     * Confirm Active Positions
      */
-    position_id: string;
+    confirm_active_positions?: boolean;
 };
 /**
  * DeletePublishListOperation
@@ -3320,6 +3258,24 @@ export type FileLayerStatus = {
      */
     size_bytes?: number | null;
 };
+/**
+ * FileReportRequest
+ *
+ * Transition a Report to ``filed`` — locks the package.
+ *
+ * Acceptable from ``draft`` or ``under_review``. ``filed_by`` and
+ * ``filed_at`` are stamped from the auth context + server clock; the
+ * request itself carries no fields today (kept as a model for OpenAPI
+ * shape consistency and to avoid breaking changes if we add fields).
+ */
+export type FileReportRequest = {
+    /**
+     * Report Id
+     *
+     * The Report to file.
+     */
+    report_id: string;
+};
 /**
  * FileStatusUpdate
  */
@@ -5602,6 +5558,201 @@ export type PortalSessionResponse = {
      */
     portal_url: string;
 };
+/**
+ * PortfolioBlockPortfolioFields
+ *
+ * Fields settable on the portfolio core when creating a block.
+ */
+export type PortfolioBlockPortfolioFields = {
+    /**
+     * Name
+     */
+    name: string;
+    /**
+     * Description
+     */
+    description?: string | null;
+    /**
+     * Strategy
+     */
+    strategy?: string | null;
+    /**
+     * Inception Date
+     */
+    inception_date?: string | null;
+    /**
+     * Base Currency
+     */
+    base_currency?: string;
+    /**
+     * Entity Id
+     */
+    entity_id?: string | null;
+};
+/**
+ * PortfolioBlockPortfolioPatch
+ *
+ * Patchable portfolio fields on `update-portfolio-block`. Unset fields ignored.
+ */
+export type PortfolioBlockPortfolioPatch = {
+    /**
+     * Name
+     */
+    name?: string | null;
+    /**
+     * Description
+     */
+    description?: string | null;
+    /**
+     * Strategy
+     */
+    strategy?: string | null;
+    /**
+     * Inception Date
+     */
+    inception_date?: string | null;
+    /**
+     * Base Currency
+     */
+    base_currency?: string | null;
+    /**
+     * Entity Id
+     */
+    entity_id?: string | null;
+};
+/**
+ * PortfolioBlockPositionAdd
+ *
+ * A single new position to mint inside a portfolio-block create/update.
+ *
+ * References an existing security; this surface never creates securities
+ * (Master Data CRUD owns that lifecycle).
+ */
+export type PortfolioBlockPositionAdd = {
+    /**
+     * Security Id
+     */
+    security_id: string;
+    /**
+     * Quantity
+     */
+    quantity: number;
+    /**
+     * Quantity Type
+     */
+    quantity_type?: string;
+    /**
+     * Cost Basis
+     */
+    cost_basis?: number;
+    /**
+     * Currency
+     */
+    currency?: string;
+    /**
+     * Current Value
+     */
+    current_value?: number | null;
+    /**
+     * Valuation Date
+     */
+    valuation_date?: string | null;
+    /**
+     * Valuation Source
+     */
+    valuation_source?: string | null;
+    /**
+     * Acquisition Date
+     */
+    acquisition_date?: string | null;
+    /**
+     * Notes
+     */
+    notes?: string | null;
+};
+/**
+ * PortfolioBlockPositionDispose
+ *
+ * Dispose-by-id for an existing position in `update-portfolio-block`.
+ *
+ * Soft-delete: status flips to `disposed` and `disposition_date` is
+ * stamped. `disposition_reason`, when supplied, is recorded under
+ * `metadata.disposition_reason`.
+ */
+export type PortfolioBlockPositionDispose = {
+    /**
+     * Id
+     */
+    id: string;
+    /**
+     * Disposition Reason
+     */
+    disposition_reason?: string | null;
+};
+/**
+ * PortfolioBlockPositionUpdate
+ *
+ * Patch-by-id for an existing position in `update-portfolio-block`.
+ *
+ * Unset fields are ignored; `id` is the only required field.
+ */
+export type PortfolioBlockPositionUpdate = {
+    /**
+     * Id
+     */
+    id: string;
+    /**
+     * Quantity
+     */
+    quantity?: number | null;
+    /**
+     * Quantity Type
+     */
+    quantity_type?: string | null;
+    /**
+     * Cost Basis
+     */
+    cost_basis?: number | null;
+    /**
+     * Current Value
+     */
+    current_value?: number | null;
+    /**
+     * Valuation Date
+     */
+    valuation_date?: string | null;
+    /**
+     * Valuation Source
+     */
+    valuation_source?: string | null;
+    /**
+     * Acquisition Date
+     */
+    acquisition_date?: string | null;
+    /**
+     * Notes
+     */
+    notes?: string | null;
+};
+/**
+ * PortfolioBlockPositions
+ *
+ * Position deltas applied atomically inside `update-portfolio-block`.
+ */
+export type PortfolioBlockPositions = {
+    /**
+     * Add
+     */
+    add?: Array<PortfolioBlockPositionAdd>;
+    /**
+     * Update
+     */
+    update?: Array<PortfolioBlockPositionUpdate>;
+    /**
+     * Dispose
+     */
+    dispose?: Array<PortfolioBlockPositionDispose>;
+};
 /**
  * QueryLimits
  *
@@ -7303,17 +7454,39 @@ export type TransactionTemplateLeg = {
     amount: string;
 };
 /**
- * UpcomingInvoice
+ * TransitionFilingStatusRequest
  *
- * Upcoming invoice preview.
+ * Generic filing-status transition — escape hatch for non-file moves.
+ *
+ * Used for ``draft → under_review`` (submit for review) and
+ * ``filed → archived`` (supersede / retire). Filing the package goes
+ * through :class:`FileReportRequest` so ``filed_at`` / ``filed_by``
+ * audit fields land cleanly.
  */
-export type UpcomingInvoice = {
+export type TransitionFilingStatusRequest = {
     /**
-     * Amount Due
-     *
-     * Estimated amount due in cents
+     * Report Id
      */
-    amount_due: number;
+    report_id: string;
+    /**
+     * Target Status
+     *
+     * under_review | archived
+     */
+    target_status: string;
+};
+/**
+ * UpcomingInvoice
+ *
+ * Upcoming invoice preview.
+ */
+export type UpcomingInvoice = {
+    /**
+     * Amount Due
+     *
+     * Estimated amount due in cents
+     */
+    amount_due: number;
     /**
      * Currency
      *
@@ -7736,93 +7909,23 @@ export type UpdatePasswordRequest = {
     confirm_password: string;
 };
 /**
- * UpdatePortfolioOperation
+ * UpdatePortfolioBlockOperation
  *
- * CQRS body for `POST /operations/update-portfolio`.
+ * CQRS body for `POST /operations/update-portfolio-block`.
  *
- * Folds `portfolio_id` into the payload so REST + MCP share one body
- * type via the registrar. Unset fields are ignored (partial update).
+ * Carries an optional patch to portfolio fields and three position
+ * delta lists (`add` / `update` / `dispose`). All apply atomically
+ * with the portfolio patch — partial failures roll back.
  */
-export type UpdatePortfolioOperation = {
-    /**
-     * Name
-     */
-    name?: string | null;
-    /**
-     * Description
-     */
-    description?: string | null;
-    /**
-     * Strategy
-     */
-    strategy?: string | null;
-    /**
-     * Inception Date
-     */
-    inception_date?: string | null;
-    /**
-     * Base Currency
-     */
-    base_currency?: string | null;
+export type UpdatePortfolioBlockOperation = {
     /**
      * Portfolio Id
      *
      * Target portfolio ID.
      */
     portfolio_id: string;
-};
-/**
- * UpdatePositionOperation
- *
- * CQRS body for `POST /operations/update-position`.
- */
-export type UpdatePositionOperation = {
-    /**
-     * Quantity
-     */
-    quantity?: number | null;
-    /**
-     * Quantity Type
-     */
-    quantity_type?: string | null;
-    /**
-     * Cost Basis
-     */
-    cost_basis?: number | null;
-    /**
-     * Current Value
-     */
-    current_value?: number | null;
-    /**
-     * Valuation Date
-     */
-    valuation_date?: string | null;
-    /**
-     * Valuation Source
-     */
-    valuation_source?: string | null;
-    /**
-     * Acquisition Date
-     */
-    acquisition_date?: string | null;
-    /**
-     * Disposition Date
-     */
-    disposition_date?: string | null;
-    /**
-     * Status
-     */
-    status?: string | null;
-    /**
-     * Notes
-     */
-    notes?: string | null;
-    /**
-     * Position Id
-     *
-     * Target position ID.
-     */
-    position_id: string;
+    portfolio?: PortfolioBlockPortfolioPatch;
+    positions?: PortfolioBlockPositions;
 };
 /**
  * UpdatePublishListOperation
@@ -15413,8 +15516,8 @@ export type OpShareReportResponses = {
     200: OperationEnvelope;
 };
 export type OpShareReportResponse = OpShareReportResponses[keyof OpShareReportResponses];
-export type OpCreatePublishListData = {
-    body: CreatePublishListRequest;
+export type OpFileReportData = {
+    body: FileReportRequest;
     headers?: {
         /**
          * Idempotency-Key
@@ -15428,9 +15531,9 @@ export type OpCreatePublishListData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboledger/{graph_id}/operations/create-publish-list';
+    url: '/extensions/roboledger/{graph_id}/operations/file-report';
 };
-export type OpCreatePublishListErrors = {
+export type OpFileReportErrors = {
     /**
      * Invalid request
      */
@@ -15464,16 +15567,16 @@ export type OpCreatePublishListErrors = {
      */
     500: ErrorResponse;
 };
-export type OpCreatePublishListError = OpCreatePublishListErrors[keyof OpCreatePublishListErrors];
-export type OpCreatePublishListResponses = {
+export type OpFileReportError = OpFileReportErrors[keyof OpFileReportErrors];
+export type OpFileReportResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpCreatePublishListResponse = OpCreatePublishListResponses[keyof OpCreatePublishListResponses];
-export type OpUpdatePublishListData = {
-    body: UpdatePublishListOperation;
+export type OpFileReportResponse = OpFileReportResponses[keyof OpFileReportResponses];
+export type OpTransitionFilingStatusData = {
+    body: TransitionFilingStatusRequest;
     headers?: {
         /**
          * Idempotency-Key
@@ -15487,9 +15590,9 @@ export type OpUpdatePublishListData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboledger/{graph_id}/operations/update-publish-list';
+    url: '/extensions/roboledger/{graph_id}/operations/transition-filing-status';
 };
-export type OpUpdatePublishListErrors = {
+export type OpTransitionFilingStatusErrors = {
     /**
      * Invalid request
      */
@@ -15523,16 +15626,16 @@ export type OpUpdatePublishListErrors = {
      */
     500: ErrorResponse;
 };
-export type OpUpdatePublishListError = OpUpdatePublishListErrors[keyof OpUpdatePublishListErrors];
-export type OpUpdatePublishListResponses = {
+export type OpTransitionFilingStatusError = OpTransitionFilingStatusErrors[keyof OpTransitionFilingStatusErrors];
+export type OpTransitionFilingStatusResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpUpdatePublishListResponse = OpUpdatePublishListResponses[keyof OpUpdatePublishListResponses];
-export type OpDeletePublishListData = {
-    body: DeletePublishListOperation;
+export type OpTransitionFilingStatusResponse = OpTransitionFilingStatusResponses[keyof OpTransitionFilingStatusResponses];
+export type OpCreatePublishListData = {
+    body: CreatePublishListRequest;
     headers?: {
         /**
          * Idempotency-Key
@@ -15546,9 +15649,9 @@ export type OpDeletePublishListData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboledger/{graph_id}/operations/delete-publish-list';
+    url: '/extensions/roboledger/{graph_id}/operations/create-publish-list';
 };
-export type OpDeletePublishListErrors = {
+export type OpCreatePublishListErrors = {
     /**
      * Invalid request
      */
@@ -15582,16 +15685,16 @@ export type OpDeletePublishListErrors = {
      */
     500: ErrorResponse;
 };
-export type OpDeletePublishListError = OpDeletePublishListErrors[keyof OpDeletePublishListErrors];
-export type OpDeletePublishListResponses = {
+export type OpCreatePublishListError = OpCreatePublishListErrors[keyof OpCreatePublishListErrors];
+export type OpCreatePublishListResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpDeletePublishListResponse = OpDeletePublishListResponses[keyof OpDeletePublishListResponses];
-export type OpAddPublishListMembersData = {
-    body: AddPublishListMembersOperation;
+export type OpCreatePublishListResponse = OpCreatePublishListResponses[keyof OpCreatePublishListResponses];
+export type OpUpdatePublishListData = {
+    body: UpdatePublishListOperation;
     headers?: {
         /**
          * Idempotency-Key
@@ -15605,9 +15708,9 @@ export type OpAddPublishListMembersData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboledger/{graph_id}/operations/add-publish-list-members';
+    url: '/extensions/roboledger/{graph_id}/operations/update-publish-list';
 };
-export type OpAddPublishListMembersErrors = {
+export type OpUpdatePublishListErrors = {
     /**
      * Invalid request
      */
@@ -15641,16 +15744,16 @@ export type OpAddPublishListMembersErrors = {
      */
     500: ErrorResponse;
 };
-export type OpAddPublishListMembersError = OpAddPublishListMembersErrors[keyof OpAddPublishListMembersErrors];
-export type OpAddPublishListMembersResponses = {
+export type OpUpdatePublishListError = OpUpdatePublishListErrors[keyof OpUpdatePublishListErrors];
+export type OpUpdatePublishListResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpAddPublishListMembersResponse = OpAddPublishListMembersResponses[keyof OpAddPublishListMembersResponses];
-export type OpRemovePublishListMemberData = {
-    body: RemovePublishListMemberOperation;
+export type OpUpdatePublishListResponse = OpUpdatePublishListResponses[keyof OpUpdatePublishListResponses];
+export type OpDeletePublishListData = {
+    body: DeletePublishListOperation;
     headers?: {
         /**
          * Idempotency-Key
@@ -15664,9 +15767,9 @@ export type OpRemovePublishListMemberData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboledger/{graph_id}/operations/remove-publish-list-member';
+    url: '/extensions/roboledger/{graph_id}/operations/delete-publish-list';
 };
-export type OpRemovePublishListMemberErrors = {
+export type OpDeletePublishListErrors = {
     /**
      * Invalid request
      */
@@ -15700,16 +15803,16 @@ export type OpRemovePublishListMemberErrors = {
      */
     500: ErrorResponse;
 };
-export type OpRemovePublishListMemberError = OpRemovePublishListMemberErrors[keyof OpRemovePublishListMemberErrors];
-export type OpRemovePublishListMemberResponses = {
+export type OpDeletePublishListError = OpDeletePublishListErrors[keyof OpDeletePublishListErrors];
+export type OpDeletePublishListResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpRemovePublishListMemberResponse = OpRemovePublishListMemberResponses[keyof OpRemovePublishListMemberResponses];
-export type OpLiveFinancialStatementData = {
-    body: LiveFinancialStatementRequest;
+export type OpDeletePublishListResponse = OpDeletePublishListResponses[keyof OpDeletePublishListResponses];
+export type OpAddPublishListMembersData = {
+    body: AddPublishListMembersOperation;
     headers?: {
         /**
          * Idempotency-Key
@@ -15723,9 +15826,9 @@ export type OpLiveFinancialStatementData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboledger/{graph_id}/operations/live-financial-statement';
+    url: '/extensions/roboledger/{graph_id}/operations/add-publish-list-members';
 };
-export type OpLiveFinancialStatementErrors = {
+export type OpAddPublishListMembersErrors = {
     /**
      * Invalid request
      */
@@ -15759,16 +15862,16 @@ export type OpLiveFinancialStatementErrors = {
      */
     500: ErrorResponse;
 };
-export type OpLiveFinancialStatementError = OpLiveFinancialStatementErrors[keyof OpLiveFinancialStatementErrors];
-export type OpLiveFinancialStatementResponses = {
+export type OpAddPublishListMembersError = OpAddPublishListMembersErrors[keyof OpAddPublishListMembersErrors];
+export type OpAddPublishListMembersResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpLiveFinancialStatementResponse = OpLiveFinancialStatementResponses[keyof OpLiveFinancialStatementResponses];
-export type OpBuildFactGridData = {
-    body: CreateViewRequest;
+export type OpAddPublishListMembersResponse = OpAddPublishListMembersResponses[keyof OpAddPublishListMembersResponses];
+export type OpRemovePublishListMemberData = {
+    body: RemovePublishListMemberOperation;
     headers?: {
         /**
          * Idempotency-Key
@@ -15782,9 +15885,9 @@ export type OpBuildFactGridData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboledger/{graph_id}/operations/build-fact-grid';
+    url: '/extensions/roboledger/{graph_id}/operations/remove-publish-list-member';
 };
-export type OpBuildFactGridErrors = {
+export type OpRemovePublishListMemberErrors = {
     /**
      * Invalid request
      */
@@ -15818,16 +15921,16 @@ export type OpBuildFactGridErrors = {
      */
     500: ErrorResponse;
 };
-export type OpBuildFactGridError = OpBuildFactGridErrors[keyof OpBuildFactGridErrors];
-export type OpBuildFactGridResponses = {
+export type OpRemovePublishListMemberError = OpRemovePublishListMemberErrors[keyof OpRemovePublishListMemberErrors];
+export type OpRemovePublishListMemberResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpBuildFactGridResponse = OpBuildFactGridResponses[keyof OpBuildFactGridResponses];
-export type OpFinancialStatementAnalysisData = {
-    body: FinancialStatementAnalysisRequest;
+export type OpRemovePublishListMemberResponse = OpRemovePublishListMemberResponses[keyof OpRemovePublishListMemberResponses];
+export type OpLiveFinancialStatementData = {
+    body: LiveFinancialStatementRequest;
     headers?: {
         /**
          * Idempotency-Key
@@ -15841,9 +15944,9 @@ export type OpFinancialStatementAnalysisData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboledger/{graph_id}/operations/financial-statement-analysis';
+    url: '/extensions/roboledger/{graph_id}/operations/live-financial-statement';
 };
-export type OpFinancialStatementAnalysisErrors = {
+export type OpLiveFinancialStatementErrors = {
     /**
      * Invalid request
      */
@@ -15877,75 +15980,16 @@ export type OpFinancialStatementAnalysisErrors = {
      */
     500: ErrorResponse;
 };
-export type OpFinancialStatementAnalysisError = OpFinancialStatementAnalysisErrors[keyof OpFinancialStatementAnalysisErrors];
-export type OpFinancialStatementAnalysisResponses = {
-    /**
-     * Successful Response
-     */
-    200: OperationEnvelope;
-};
-export type OpFinancialStatementAnalysisResponse = OpFinancialStatementAnalysisResponses[keyof OpFinancialStatementAnalysisResponses];
-export type OpCreatePortfolioData = {
-    body: CreatePortfolioRequest;
-    headers?: {
-        /**
-         * Idempotency-Key
-         */
-        'Idempotency-Key'?: string | null;
-    };
-    path: {
-        /**
-         * Graph Id
-         */
-        graph_id: string;
-    };
-    query?: never;
-    url: '/extensions/roboinvestor/{graph_id}/operations/create-portfolio';
-};
-export type OpCreatePortfolioErrors = {
-    /**
-     * Invalid request payload
-     */
-    400: OperationError;
-    /**
-     * Unauthorized — missing or invalid credentials
-     */
-    401: unknown;
-    /**
-     * Forbidden — caller cannot access this graph
-     */
-    403: unknown;
-    /**
-     * Resource not found (graph, ledger, report, etc.)
-     */
-    404: OperationError;
-    /**
-     * Idempotency-Key reused with a different request body, or other operation-level conflict
-     */
-    409: OperationError;
-    /**
-     * Validation Error
-     */
-    422: HttpValidationError;
-    /**
-     * Rate limit exceeded
-     */
-    429: unknown;
-    /**
-     * Internal error
-     */
-    500: unknown;
-};
-export type OpCreatePortfolioError = OpCreatePortfolioErrors[keyof OpCreatePortfolioErrors];
-export type OpCreatePortfolioResponses = {
+export type OpLiveFinancialStatementError = OpLiveFinancialStatementErrors[keyof OpLiveFinancialStatementErrors];
+export type OpLiveFinancialStatementResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpCreatePortfolioResponse = OpCreatePortfolioResponses[keyof OpCreatePortfolioResponses];
-export type OpUpdatePortfolioData = {
-    body: UpdatePortfolioOperation;
+export type OpLiveFinancialStatementResponse = OpLiveFinancialStatementResponses[keyof OpLiveFinancialStatementResponses];
+export type OpBuildFactGridData = {
+    body: CreateViewRequest;
     headers?: {
         /**
          * Idempotency-Key
@@ -15959,29 +16003,29 @@ export type OpUpdatePortfolioData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboinvestor/{graph_id}/operations/update-portfolio';
+    url: '/extensions/roboledger/{graph_id}/operations/build-fact-grid';
 };
-export type OpUpdatePortfolioErrors = {
+export type OpBuildFactGridErrors = {
     /**
-     * Invalid request payload
+     * Invalid request
      */
-    400: OperationError;
+    400: ErrorResponse;
     /**
-     * Unauthorized — missing or invalid credentials
+     * Authentication required
      */
-    401: unknown;
+    401: ErrorResponse;
     /**
-     * Forbidden — caller cannot access this graph
+     * Access denied
      */
-    403: unknown;
+    403: ErrorResponse;
     /**
-     * Resource not found (graph, ledger, report, etc.)
+     * Resource not found
      */
-    404: OperationError;
+    404: ErrorResponse;
     /**
-     * Idempotency-Key reused with a different request body, or other operation-level conflict
+     * Idempotency-Key conflict — key reused with different body
      */
-    409: OperationError;
+    409: ErrorResponse;
     /**
      * Validation Error
      */
@@ -15989,22 +16033,22 @@ export type OpUpdatePortfolioErrors = {
     /**
      * Rate limit exceeded
      */
-    429: unknown;
+    429: ErrorResponse;
     /**
-     * Internal error
+     * Internal server error
      */
-    500: unknown;
+    500: ErrorResponse;
 };
-export type OpUpdatePortfolioError = OpUpdatePortfolioErrors[keyof OpUpdatePortfolioErrors];
-export type OpUpdatePortfolioResponses = {
+export type OpBuildFactGridError = OpBuildFactGridErrors[keyof OpBuildFactGridErrors];
+export type OpBuildFactGridResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpUpdatePortfolioResponse = OpUpdatePortfolioResponses[keyof OpUpdatePortfolioResponses];
-export type OpDeletePortfolioData = {
-    body: DeletePortfolioOperation;
+export type OpBuildFactGridResponse = OpBuildFactGridResponses[keyof OpBuildFactGridResponses];
+export type OpFinancialStatementAnalysisData = {
+    body: FinancialStatementAnalysisRequest;
     headers?: {
         /**
          * Idempotency-Key
@@ -16018,29 +16062,29 @@ export type OpDeletePortfolioData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboinvestor/{graph_id}/operations/delete-portfolio';
+    url: '/extensions/roboledger/{graph_id}/operations/financial-statement-analysis';
 };
-export type OpDeletePortfolioErrors = {
+export type OpFinancialStatementAnalysisErrors = {
     /**
-     * Invalid request payload
+     * Invalid request
      */
-    400: OperationError;
+    400: ErrorResponse;
     /**
-     * Unauthorized — missing or invalid credentials
+     * Authentication required
      */
-    401: unknown;
+    401: ErrorResponse;
     /**
-     * Forbidden — caller cannot access this graph
+     * Access denied
      */
-    403: unknown;
+    403: ErrorResponse;
     /**
-     * Resource not found (graph, ledger, report, etc.)
+     * Resource not found
      */
-    404: OperationError;
+    404: ErrorResponse;
     /**
-     * Idempotency-Key reused with a different request body, or other operation-level conflict
+     * Idempotency-Key conflict — key reused with different body
      */
-    409: OperationError;
+    409: ErrorResponse;
     /**
      * Validation Error
      */
@@ -16048,22 +16092,22 @@ export type OpDeletePortfolioErrors = {
     /**
      * Rate limit exceeded
      */
-    429: unknown;
+    429: ErrorResponse;
     /**
-     * Internal error
+     * Internal server error
      */
-    500: unknown;
+    500: ErrorResponse;
 };
-export type OpDeletePortfolioError = OpDeletePortfolioErrors[keyof OpDeletePortfolioErrors];
-export type OpDeletePortfolioResponses = {
+export type OpFinancialStatementAnalysisError = OpFinancialStatementAnalysisErrors[keyof OpFinancialStatementAnalysisErrors];
+export type OpFinancialStatementAnalysisResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpDeletePortfolioResponse = OpDeletePortfolioResponses[keyof OpDeletePortfolioResponses];
-export type OpCreateSecurityData = {
-    body: CreateSecurityRequest;
+export type OpFinancialStatementAnalysisResponse = OpFinancialStatementAnalysisResponses[keyof OpFinancialStatementAnalysisResponses];
+export type OpCreatePortfolioBlockData = {
+    body: CreatePortfolioBlockRequest;
     headers?: {
         /**
          * Idempotency-Key
@@ -16077,9 +16121,9 @@ export type OpCreateSecurityData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboinvestor/{graph_id}/operations/create-security';
+    url: '/extensions/roboinvestor/{graph_id}/operations/create-portfolio-block';
 };
-export type OpCreateSecurityErrors = {
+export type OpCreatePortfolioBlockErrors = {
     /**
      * Invalid request payload
      */
@@ -16113,16 +16157,16 @@ export type OpCreateSecurityErrors = {
      */
     500: unknown;
 };
-export type OpCreateSecurityError = OpCreateSecurityErrors[keyof OpCreateSecurityErrors];
-export type OpCreateSecurityResponses = {
+export type OpCreatePortfolioBlockError = OpCreatePortfolioBlockErrors[keyof OpCreatePortfolioBlockErrors];
+export type OpCreatePortfolioBlockResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpCreateSecurityResponse = OpCreateSecurityResponses[keyof OpCreateSecurityResponses];
-export type OpUpdateSecurityData = {
-    body: UpdateSecurityOperation;
+export type OpCreatePortfolioBlockResponse = OpCreatePortfolioBlockResponses[keyof OpCreatePortfolioBlockResponses];
+export type OpUpdatePortfolioBlockData = {
+    body: UpdatePortfolioBlockOperation;
     headers?: {
         /**
          * Idempotency-Key
@@ -16136,9 +16180,9 @@ export type OpUpdateSecurityData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboinvestor/{graph_id}/operations/update-security';
+    url: '/extensions/roboinvestor/{graph_id}/operations/update-portfolio-block';
 };
-export type OpUpdateSecurityErrors = {
+export type OpUpdatePortfolioBlockErrors = {
     /**
      * Invalid request payload
      */
@@ -16172,16 +16216,16 @@ export type OpUpdateSecurityErrors = {
      */
     500: unknown;
 };
-export type OpUpdateSecurityError = OpUpdateSecurityErrors[keyof OpUpdateSecurityErrors];
-export type OpUpdateSecurityResponses = {
+export type OpUpdatePortfolioBlockError = OpUpdatePortfolioBlockErrors[keyof OpUpdatePortfolioBlockErrors];
+export type OpUpdatePortfolioBlockResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpUpdateSecurityResponse = OpUpdateSecurityResponses[keyof OpUpdateSecurityResponses];
-export type OpDeleteSecurityData = {
-    body: DeleteSecurityOperation;
+export type OpUpdatePortfolioBlockResponse = OpUpdatePortfolioBlockResponses[keyof OpUpdatePortfolioBlockResponses];
+export type OpDeletePortfolioBlockData = {
+    body: DeletePortfolioBlockOperation;
     headers?: {
         /**
          * Idempotency-Key
@@ -16195,9 +16239,9 @@ export type OpDeleteSecurityData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboinvestor/{graph_id}/operations/delete-security';
+    url: '/extensions/roboinvestor/{graph_id}/operations/delete-portfolio-block';
 };
-export type OpDeleteSecurityErrors = {
+export type OpDeletePortfolioBlockErrors = {
     /**
      * Invalid request payload
      */
@@ -16231,16 +16275,16 @@ export type OpDeleteSecurityErrors = {
      */
     500: unknown;
 };
-export type OpDeleteSecurityError = OpDeleteSecurityErrors[keyof OpDeleteSecurityErrors];
-export type OpDeleteSecurityResponses = {
+export type OpDeletePortfolioBlockError = OpDeletePortfolioBlockErrors[keyof OpDeletePortfolioBlockErrors];
+export type OpDeletePortfolioBlockResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpDeleteSecurityResponse = OpDeleteSecurityResponses[keyof OpDeleteSecurityResponses];
-export type OpCreatePositionData = {
-    body: CreatePositionRequest;
+export type OpDeletePortfolioBlockResponse = OpDeletePortfolioBlockResponses[keyof OpDeletePortfolioBlockResponses];
+export type OpCreateSecurityData = {
+    body: CreateSecurityRequest;
     headers?: {
         /**
          * Idempotency-Key
@@ -16254,9 +16298,9 @@ export type OpCreatePositionData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboinvestor/{graph_id}/operations/create-position';
+    url: '/extensions/roboinvestor/{graph_id}/operations/create-security';
 };
-export type OpCreatePositionErrors = {
+export type OpCreateSecurityErrors = {
     /**
      * Invalid request payload
      */
@@ -16290,16 +16334,16 @@ export type OpCreatePositionErrors = {
      */
     500: unknown;
 };
-export type OpCreatePositionError = OpCreatePositionErrors[keyof OpCreatePositionErrors];
-export type OpCreatePositionResponses = {
+export type OpCreateSecurityError = OpCreateSecurityErrors[keyof OpCreateSecurityErrors];
+export type OpCreateSecurityResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpCreatePositionResponse = OpCreatePositionResponses[keyof OpCreatePositionResponses];
-export type OpUpdatePositionData = {
-    body: UpdatePositionOperation;
+export type OpCreateSecurityResponse = OpCreateSecurityResponses[keyof OpCreateSecurityResponses];
+export type OpUpdateSecurityData = {
+    body: UpdateSecurityOperation;
     headers?: {
         /**
          * Idempotency-Key
@@ -16313,9 +16357,9 @@ export type OpUpdatePositionData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboinvestor/{graph_id}/operations/update-position';
+    url: '/extensions/roboinvestor/{graph_id}/operations/update-security';
 };
-export type OpUpdatePositionErrors = {
+export type OpUpdateSecurityErrors = {
     /**
      * Invalid request payload
      */
@@ -16349,16 +16393,16 @@ export type OpUpdatePositionErrors = {
      */
     500: unknown;
 };
-export type OpUpdatePositionError = OpUpdatePositionErrors[keyof OpUpdatePositionErrors];
-export type OpUpdatePositionResponses = {
+export type OpUpdateSecurityError = OpUpdateSecurityErrors[keyof OpUpdateSecurityErrors];
+export type OpUpdateSecurityResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpUpdatePositionResponse = OpUpdatePositionResponses[keyof OpUpdatePositionResponses];
-export type OpDeletePositionData = {
-    body: DeletePositionOperation;
+export type OpUpdateSecurityResponse = OpUpdateSecurityResponses[keyof OpUpdateSecurityResponses];
+export type OpDeleteSecurityData = {
+    body: DeleteSecurityOperation;
     headers?: {
         /**
          * Idempotency-Key
@@ -16372,9 +16416,9 @@ export type OpDeletePositionData = {
         graph_id: string;
     };
     query?: never;
-    url: '/extensions/roboinvestor/{graph_id}/operations/delete-position';
+    url: '/extensions/roboinvestor/{graph_id}/operations/delete-security';
 };
-export type OpDeletePositionErrors = {
+export type OpDeleteSecurityErrors = {
     /**
      * Invalid request payload
      */
@@ -16408,11 +16452,11 @@ export type OpDeletePositionErrors = {
      */
     500: unknown;
 };
-export type OpDeletePositionError = OpDeletePositionErrors[keyof OpDeletePositionErrors];
-export type OpDeletePositionResponses = {
+export type OpDeleteSecurityError = OpDeleteSecurityErrors[keyof OpDeleteSecurityErrors];
+export type OpDeleteSecurityResponses = {
     /**
      * Successful Response
      */
     200: OperationEnvelope;
 };
-export type OpDeletePositionResponse = OpDeletePositionResponses[keyof OpDeletePositionResponses];
+export type OpDeleteSecurityResponse = OpDeleteSecurityResponses[keyof OpDeleteSecurityResponses];