@robosystems/client 0.3.13 → 0.3.15

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (35) hide show
  1. package/artifacts/InvestorClient.d.ts +35 -20
  2. package/artifacts/InvestorClient.js +78 -71
  3. package/artifacts/InvestorClient.ts +164 -141
  4. package/artifacts/LedgerClient.d.ts +22 -1
  5. package/artifacts/LedgerClient.js +40 -0
  6. package/artifacts/LedgerClient.ts +67 -0
  7. package/artifacts/graphql/generated/graphql.d.ts +401 -6
  8. package/artifacts/graphql/generated/graphql.js +633 -4
  9. package/artifacts/graphql/generated/graphql.ts +1058 -41
  10. package/artifacts/graphql/queries/investor/portfolio_block.d.ts +10 -0
  11. package/artifacts/graphql/queries/investor/portfolio_block.js +60 -0
  12. package/artifacts/graphql/queries/investor/portfolio_block.ts +58 -0
  13. package/artifacts/graphql/queries/ledger/informationBlock.js +110 -0
  14. package/artifacts/graphql/queries/ledger/informationBlock.ts +110 -0
  15. package/artifacts/graphql/queries/ledger/reportPackage.d.ts +11 -0
  16. package/artifacts/graphql/queries/ledger/reportPackage.js +151 -0
  17. package/artifacts/graphql/queries/ledger/reportPackage.ts +149 -0
  18. package/index.ts +2 -2
  19. package/package.json +1 -1
  20. package/sdk/index.d.ts +2 -2
  21. package/sdk/index.js +8 -9
  22. package/sdk/index.ts +2 -2
  23. package/sdk/sdk.gen.d.ts +26 -34
  24. package/sdk/sdk.gen.js +51 -68
  25. package/sdk/sdk.gen.ts +47 -64
  26. package/sdk/types.gen.d.ts +409 -365
  27. package/sdk/types.gen.ts +411 -367
  28. package/sdk.gen.d.ts +26 -34
  29. package/sdk.gen.js +51 -68
  30. package/sdk.gen.ts +47 -64
  31. package/types.gen.d.ts +409 -365
  32. package/types.gen.ts +411 -367
  33. package/artifacts/graphql/queries/investor/portfolio.d.ts +0 -4
  34. package/artifacts/graphql/queries/investor/portfolio.js +0 -21
  35. package/artifacts/graphql/queries/investor/portfolio.ts +0 -19
package/sdk/sdk.gen.d.ts CHANGED
@@ -1,5 +1,5 @@
1
1
  import type { Client, Options as Options2, TDataShape } from './client';
2
- import type { AutoSelectAgentData, AutoSelectAgentErrors, AutoSelectAgentResponses, BatchProcessQueriesData, BatchProcessQueriesErrors, BatchProcessQueriesResponses, CallMcpToolData, CallMcpToolErrors, CallMcpToolResponses, CancelOperationData, CancelOperationErrors, CancelOperationResponses, CancelOrgSubscriptionData, CancelOrgSubscriptionErrors, CancelOrgSubscriptionResponses, ChangeSubscriptionPlanData, ChangeSubscriptionPlanErrors, ChangeSubscriptionPlanResponses, CheckPasswordStrengthData, CheckPasswordStrengthErrors, CheckPasswordStrengthResponses, CompleteSsoAuthData, CompleteSsoAuthErrors, CompleteSsoAuthResponses, CreateCheckoutSessionData, CreateCheckoutSessionErrors, CreateCheckoutSessionResponses, CreateConnectionData, CreateConnectionErrors, CreateConnectionResponses, CreateFileUploadData, CreateFileUploadErrors, CreateFileUploadResponses, CreateGraphData, CreateGraphErrors, CreateGraphResponses, CreatePortalSessionData, CreatePortalSessionErrors, CreatePortalSessionResponses, CreateRepositorySubscriptionData, CreateRepositorySubscriptionErrors, CreateRepositorySubscriptionResponses, CreateUserApiKeyData, CreateUserApiKeyErrors, CreateUserApiKeyResponses, DeleteConnectionData, DeleteConnectionErrors, DeleteConnectionResponses, DeleteDocumentData, DeleteDocumentErrors, DeleteDocumentResponses, DeleteFileData, DeleteFileErrors, DeleteFileResponses, ExecuteCypherQueryData, ExecuteCypherQueryErrors, ExecuteCypherQueryResponses, ExecuteSpecificAgentData, ExecuteSpecificAgentErrors, ExecuteSpecificAgentResponses, ExportGraphSchemaData, ExportGraphSchemaErrors, ExportGraphSchemaResponses, ForgotPasswordData, ForgotPasswordErrors, ForgotPasswordResponses, GenerateSsoTokenData, GenerateSsoTokenErrors, GenerateSsoTokenResponses, GetAgentMetadataData, GetAgentMetadataErrors, GetAgentMetadataResponses, GetAvailableExtensionsData, GetAvailableExtensionsErrors, GetAvailableExtensionsResponses, GetAvailableGraphTiersData, GetAvailableGraphTiersErrors, GetAvailableGraphTiersResponses, GetBackupDownloadUrlData, GetBackupDownloadUrlErrors, GetBackupDownloadUrlResponses, GetBackupStatsData, GetBackupStatsErrors, GetBackupStatsResponses, GetCaptchaConfigData, GetCaptchaConfigErrors, GetCaptchaConfigResponses, GetCheckoutStatusData, GetCheckoutStatusErrors, GetCheckoutStatusResponses, GetConnectionData, GetConnectionErrors, GetConnectionOptionsData, GetConnectionOptionsErrors, GetConnectionOptionsResponses, GetConnectionResponses, GetCreditSummaryData, GetCreditSummaryErrors, GetCreditSummaryResponses, GetCurrentAuthUserData, GetCurrentAuthUserErrors, GetCurrentAuthUserResponses, GetCurrentUserData, GetCurrentUserErrors, GetCurrentUserResponses, GetDatabaseHealthData, GetDatabaseHealthErrors, GetDatabaseHealthResponses, GetDatabaseInfoData, GetDatabaseInfoErrors, GetDatabaseInfoResponses, GetDocumentData, GetDocumentErrors, GetDocumentResponses, GetDocumentSectionData, GetDocumentSectionErrors, GetDocumentSectionResponses, GetFileData, GetFileErrors, GetFileResponses, GetGraphCapacityData, GetGraphCapacityErrors, GetGraphCapacityResponses, GetGraphLimitsData, GetGraphLimitsErrors, GetGraphLimitsResponses, GetGraphMetricsData, GetGraphMetricsErrors, GetGraphMetricsResponses, GetGraphSchemaData, GetGraphSchemaErrors, GetGraphSchemaResponses, GetGraphsData, GetGraphsErrors, GetGraphsResponses, GetGraphSubscriptionData, GetGraphSubscriptionErrors, GetGraphSubscriptionResponses, GetGraphUsageAnalyticsData, GetGraphUsageAnalyticsErrors, GetGraphUsageAnalyticsResponses, GetOperationStatusData, GetOperationStatusErrors, GetOperationStatusResponses, GetOrgBillingCustomerData, GetOrgBillingCustomerErrors, GetOrgBillingCustomerResponses, GetOrgData, GetOrgErrors, GetOrgLimitsData, GetOrgLimitsErrors, GetOrgLimitsResponses, GetOrgResponses, GetOrgSubscriptionData, GetOrgSubscriptionErrors, GetOrgSubscriptionResponses, GetOrgUpcomingInvoiceData, GetOrgUpcomingInvoiceErrors, GetOrgUpcomingInvoiceResponses, GetOrgUsageData, GetOrgUsageErrors, GetOrgUsageResponses, GetPasswordPolicyData, GetPasswordPolicyErrors, GetPasswordPolicyResponses, GetServiceOfferingsData, GetServiceOfferingsErrors, GetServiceOfferingsResponses, GetServiceStatusData, GetServiceStatusResponses, GetSubgraphInfoData, GetSubgraphInfoErrors, GetSubgraphInfoResponses, GetSubgraphQuotaData, GetSubgraphQuotaErrors, GetSubgraphQuotaResponses, HandleHttpGetExtensionsGraphIdGraphqlGetData, HandleHttpGetExtensionsGraphIdGraphqlGetErrors, HandleHttpGetExtensionsGraphIdGraphqlGetResponses, HandleHttpPostExtensionsGraphIdGraphqlPostData, HandleHttpPostExtensionsGraphIdGraphqlPostErrors, HandleHttpPostExtensionsGraphIdGraphqlPostResponses, InitOAuthData, InitOAuthErrors, InitOAuthResponses, InviteOrgMemberData, InviteOrgMemberErrors, InviteOrgMemberResponses, ListAgentsData, ListAgentsErrors, ListAgentsResponses, ListBackupsData, ListBackupsErrors, ListBackupsResponses, ListConnectionsData, ListConnectionsErrors, ListConnectionsResponses, ListCreditTransactionsData, ListCreditTransactionsErrors, ListCreditTransactionsResponses, ListDocumentsData, ListDocumentsErrors, ListDocumentsResponses, ListFilesData, ListFilesErrors, ListFilesResponses, ListMcpToolsData, ListMcpToolsErrors, ListMcpToolsResponses, ListOrgGraphsData, ListOrgGraphsErrors, ListOrgGraphsResponses, ListOrgInvoicesData, ListOrgInvoicesErrors, ListOrgInvoicesResponses, ListOrgMembersData, ListOrgMembersErrors, ListOrgMembersResponses, ListOrgSubscriptionsData, ListOrgSubscriptionsErrors, ListOrgSubscriptionsResponses, ListSubgraphsData, ListSubgraphsErrors, ListSubgraphsResponses, ListTablesData, ListTablesErrors, ListTablesResponses, ListUserApiKeysData, ListUserApiKeysErrors, ListUserApiKeysResponses, ListUserOrgsData, ListUserOrgsErrors, ListUserOrgsResponses, LoginUserData, LoginUserErrors, LoginUserResponses, LogoutUserData, LogoutUserErrors, LogoutUserResponses, OauthCallbackData, OauthCallbackErrors, OauthCallbackResponses, OpAddPublishListMembersData, OpAddPublishListMembersErrors, OpAddPublishListMembersResponses, OpAutoMapElementsData, OpAutoMapElementsErrors, OpAutoMapElementsResponses, OpBuildFactGridData, OpBuildFactGridErrors, OpBuildFactGridResponses, OpChangeTierData, OpChangeTierErrors, OpChangeTierResponses, OpClosePeriodData, OpClosePeriodErrors, OpClosePeriodResponses, OpCreateAgentData, OpCreateAgentErrors, OpCreateAgentResponses, OpCreateBackupData, OpCreateBackupErrors, OpCreateBackupResponses, OpCreateEventBlockData, OpCreateEventBlockErrors, OpCreateEventBlockResponses, OpCreateEventHandlerData, OpCreateEventHandlerErrors, OpCreateEventHandlerResponses, OpCreateInformationBlockData, OpCreateInformationBlockErrors, OpCreateInformationBlockResponses, OpCreateMappingAssociationData, OpCreateMappingAssociationErrors, OpCreateMappingAssociationResponses, OpCreatePortfolioData, OpCreatePortfolioErrors, OpCreatePortfolioResponses, OpCreatePositionData, OpCreatePositionErrors, OpCreatePositionResponses, OpCreatePublishListData, OpCreatePublishListErrors, OpCreatePublishListResponses, OpCreateReportData, OpCreateReportErrors, OpCreateReportResponses, OpCreateSecurityData, OpCreateSecurityErrors, OpCreateSecurityResponses, OpCreateSubgraphData, OpCreateSubgraphErrors, OpCreateSubgraphResponses, OpCreateTaxonomyBlockData, OpCreateTaxonomyBlockErrors, OpCreateTaxonomyBlockResponses, OpDeleteInformationBlockData, OpDeleteInformationBlockErrors, OpDeleteInformationBlockResponses, OpDeleteJournalEntryData, OpDeleteJournalEntryErrors, OpDeleteJournalEntryResponses, OpDeleteMappingAssociationData, OpDeleteMappingAssociationErrors, OpDeleteMappingAssociationResponses, OpDeletePortfolioData, OpDeletePortfolioErrors, OpDeletePortfolioResponses, OpDeletePositionData, OpDeletePositionErrors, OpDeletePositionResponses, OpDeletePublishListData, OpDeletePublishListErrors, OpDeletePublishListResponses, OpDeleteReportData, OpDeleteReportErrors, OpDeleteReportResponses, OpDeleteSecurityData, OpDeleteSecurityErrors, OpDeleteSecurityResponses, OpDeleteSubgraphData, OpDeleteSubgraphErrors, OpDeleteSubgraphResponses, OpDeleteTaxonomyBlockData, OpDeleteTaxonomyBlockErrors, OpDeleteTaxonomyBlockResponses, OpEvaluateRulesData, OpEvaluateRulesErrors, OpEvaluateRulesResponses, OpFinancialStatementAnalysisData, OpFinancialStatementAnalysisErrors, OpFinancialStatementAnalysisResponses, OpInitializeLedgerData, OpInitializeLedgerErrors, OpInitializeLedgerResponses, OpLinkEntityTaxonomyData, OpLinkEntityTaxonomyErrors, OpLinkEntityTaxonomyResponses, OpLiveFinancialStatementData, OpLiveFinancialStatementErrors, OpLiveFinancialStatementResponses, OpMaterializeData, OpMaterializeErrors, OpMaterializeResponses, OpPreviewEventBlockData, OpPreviewEventBlockErrors, OpPreviewEventBlockResponses, OpRegenerateReportData, OpRegenerateReportErrors, OpRegenerateReportResponses, OpRemovePublishListMemberData, OpRemovePublishListMemberErrors, OpRemovePublishListMemberResponses, OpReopenPeriodData, OpReopenPeriodErrors, OpReopenPeriodResponses, OpRestoreBackupData, OpRestoreBackupErrors, OpRestoreBackupResponses, OpSetCloseTargetData, OpSetCloseTargetErrors, OpSetCloseTargetResponses, OpShareReportData, OpShareReportErrors, OpShareReportResponses, OpUpdateAgentData, OpUpdateAgentErrors, OpUpdateAgentResponses, OpUpdateEntityData, OpUpdateEntityErrors, OpUpdateEntityResponses, OpUpdateEventBlockData, OpUpdateEventBlockErrors, OpUpdateEventBlockResponses, OpUpdateEventHandlerData, OpUpdateEventHandlerErrors, OpUpdateEventHandlerResponses, OpUpdateInformationBlockData, OpUpdateInformationBlockErrors, OpUpdateInformationBlockResponses, OpUpdateJournalEntryData, OpUpdateJournalEntryErrors, OpUpdateJournalEntryResponses, OpUpdatePortfolioData, OpUpdatePortfolioErrors, OpUpdatePortfolioResponses, OpUpdatePositionData, OpUpdatePositionErrors, OpUpdatePositionResponses, OpUpdatePublishListData, OpUpdatePublishListErrors, OpUpdatePublishListResponses, OpUpdateSecurityData, OpUpdateSecurityErrors, OpUpdateSecurityResponses, OpUpdateTaxonomyBlockData, OpUpdateTaxonomyBlockErrors, OpUpdateTaxonomyBlockResponses, QueryTablesData, QueryTablesErrors, QueryTablesResponses, RecommendAgentData, RecommendAgentErrors, RecommendAgentResponses, RefreshAuthSessionData, RefreshAuthSessionErrors, RefreshAuthSessionResponses, RegisterUserData, RegisterUserErrors, RegisterUserResponses, RemoveOrgMemberData, RemoveOrgMemberErrors, RemoveOrgMemberResponses, ResendVerificationEmailData, ResendVerificationEmailErrors, ResendVerificationEmailResponses, ResetPasswordData, ResetPasswordErrors, ResetPasswordResponses, RevokeUserApiKeyData, RevokeUserApiKeyErrors, RevokeUserApiKeyResponses, SearchDocumentsData, SearchDocumentsErrors, SearchDocumentsResponses, SelectGraphData, SelectGraphErrors, SelectGraphResponses, SsoTokenExchangeData, SsoTokenExchangeErrors, SsoTokenExchangeResponses, StreamOperationEventsData, StreamOperationEventsErrors, StreamOperationEventsResponses, SyncConnectionData, SyncConnectionErrors, SyncConnectionResponses, UpdateDocumentData, UpdateDocumentErrors, UpdateDocumentResponses, UpdateFileData, UpdateFileErrors, UpdateFileResponses, UpdateOrgData, UpdateOrgErrors, UpdateOrgMemberRoleData, UpdateOrgMemberRoleErrors, UpdateOrgMemberRoleResponses, UpdateOrgResponses, UpdateUserApiKeyData, UpdateUserApiKeyErrors, UpdateUserApiKeyResponses, UpdateUserData, UpdateUserErrors, UpdateUserPasswordData, UpdateUserPasswordErrors, UpdateUserPasswordResponses, UpdateUserResponses, UploadDocumentData, UploadDocumentErrors, UploadDocumentResponses, ValidateResetTokenData, ValidateResetTokenErrors, ValidateResetTokenResponses, ValidateSchemaData, ValidateSchemaErrors, ValidateSchemaResponses, VerifyEmailData, VerifyEmailErrors, VerifyEmailResponses } from './types.gen';
2
+ import type { AutoSelectAgentData, AutoSelectAgentErrors, AutoSelectAgentResponses, BatchProcessQueriesData, BatchProcessQueriesErrors, BatchProcessQueriesResponses, CallMcpToolData, CallMcpToolErrors, CallMcpToolResponses, CancelOperationData, CancelOperationErrors, CancelOperationResponses, CancelOrgSubscriptionData, CancelOrgSubscriptionErrors, CancelOrgSubscriptionResponses, ChangeSubscriptionPlanData, ChangeSubscriptionPlanErrors, ChangeSubscriptionPlanResponses, CheckPasswordStrengthData, CheckPasswordStrengthErrors, CheckPasswordStrengthResponses, CompleteSsoAuthData, CompleteSsoAuthErrors, CompleteSsoAuthResponses, CreateCheckoutSessionData, CreateCheckoutSessionErrors, CreateCheckoutSessionResponses, CreateConnectionData, CreateConnectionErrors, CreateConnectionResponses, CreateFileUploadData, CreateFileUploadErrors, CreateFileUploadResponses, CreateGraphData, CreateGraphErrors, CreateGraphResponses, CreatePortalSessionData, CreatePortalSessionErrors, CreatePortalSessionResponses, CreateRepositorySubscriptionData, CreateRepositorySubscriptionErrors, CreateRepositorySubscriptionResponses, CreateUserApiKeyData, CreateUserApiKeyErrors, CreateUserApiKeyResponses, DeleteConnectionData, DeleteConnectionErrors, DeleteConnectionResponses, DeleteDocumentData, DeleteDocumentErrors, DeleteDocumentResponses, DeleteFileData, DeleteFileErrors, DeleteFileResponses, ExecuteCypherQueryData, ExecuteCypherQueryErrors, ExecuteCypherQueryResponses, ExecuteSpecificAgentData, ExecuteSpecificAgentErrors, ExecuteSpecificAgentResponses, ExportGraphSchemaData, ExportGraphSchemaErrors, ExportGraphSchemaResponses, ForgotPasswordData, ForgotPasswordErrors, ForgotPasswordResponses, GenerateSsoTokenData, GenerateSsoTokenErrors, GenerateSsoTokenResponses, GetAgentMetadataData, GetAgentMetadataErrors, GetAgentMetadataResponses, GetAvailableExtensionsData, GetAvailableExtensionsErrors, GetAvailableExtensionsResponses, GetAvailableGraphTiersData, GetAvailableGraphTiersErrors, GetAvailableGraphTiersResponses, GetBackupDownloadUrlData, GetBackupDownloadUrlErrors, GetBackupDownloadUrlResponses, GetBackupStatsData, GetBackupStatsErrors, GetBackupStatsResponses, GetCaptchaConfigData, GetCaptchaConfigErrors, GetCaptchaConfigResponses, GetCheckoutStatusData, GetCheckoutStatusErrors, GetCheckoutStatusResponses, GetConnectionData, GetConnectionErrors, GetConnectionOptionsData, GetConnectionOptionsErrors, GetConnectionOptionsResponses, GetConnectionResponses, GetCreditSummaryData, GetCreditSummaryErrors, GetCreditSummaryResponses, GetCurrentAuthUserData, GetCurrentAuthUserErrors, GetCurrentAuthUserResponses, GetCurrentUserData, GetCurrentUserErrors, GetCurrentUserResponses, GetDatabaseHealthData, GetDatabaseHealthErrors, GetDatabaseHealthResponses, GetDatabaseInfoData, GetDatabaseInfoErrors, GetDatabaseInfoResponses, GetDocumentData, GetDocumentErrors, GetDocumentResponses, GetDocumentSectionData, GetDocumentSectionErrors, GetDocumentSectionResponses, GetFileData, GetFileErrors, GetFileResponses, GetGraphCapacityData, GetGraphCapacityErrors, GetGraphCapacityResponses, GetGraphLimitsData, GetGraphLimitsErrors, GetGraphLimitsResponses, GetGraphMetricsData, GetGraphMetricsErrors, GetGraphMetricsResponses, GetGraphSchemaData, GetGraphSchemaErrors, GetGraphSchemaResponses, GetGraphsData, GetGraphsErrors, GetGraphsResponses, GetGraphSubscriptionData, GetGraphSubscriptionErrors, GetGraphSubscriptionResponses, GetGraphUsageAnalyticsData, GetGraphUsageAnalyticsErrors, GetGraphUsageAnalyticsResponses, GetOperationStatusData, GetOperationStatusErrors, GetOperationStatusResponses, GetOrgBillingCustomerData, GetOrgBillingCustomerErrors, GetOrgBillingCustomerResponses, GetOrgData, GetOrgErrors, GetOrgLimitsData, GetOrgLimitsErrors, GetOrgLimitsResponses, GetOrgResponses, GetOrgSubscriptionData, GetOrgSubscriptionErrors, GetOrgSubscriptionResponses, GetOrgUpcomingInvoiceData, GetOrgUpcomingInvoiceErrors, GetOrgUpcomingInvoiceResponses, GetOrgUsageData, GetOrgUsageErrors, GetOrgUsageResponses, GetPasswordPolicyData, GetPasswordPolicyErrors, GetPasswordPolicyResponses, GetServiceOfferingsData, GetServiceOfferingsErrors, GetServiceOfferingsResponses, GetServiceStatusData, GetServiceStatusResponses, GetSubgraphInfoData, GetSubgraphInfoErrors, GetSubgraphInfoResponses, GetSubgraphQuotaData, GetSubgraphQuotaErrors, GetSubgraphQuotaResponses, HandleHttpGetExtensionsGraphIdGraphqlGetData, HandleHttpGetExtensionsGraphIdGraphqlGetErrors, HandleHttpGetExtensionsGraphIdGraphqlGetResponses, HandleHttpPostExtensionsGraphIdGraphqlPostData, HandleHttpPostExtensionsGraphIdGraphqlPostErrors, HandleHttpPostExtensionsGraphIdGraphqlPostResponses, InitOAuthData, InitOAuthErrors, InitOAuthResponses, InviteOrgMemberData, InviteOrgMemberErrors, InviteOrgMemberResponses, ListAgentsData, ListAgentsErrors, ListAgentsResponses, ListBackupsData, ListBackupsErrors, ListBackupsResponses, ListConnectionsData, ListConnectionsErrors, ListConnectionsResponses, ListCreditTransactionsData, ListCreditTransactionsErrors, ListCreditTransactionsResponses, ListDocumentsData, ListDocumentsErrors, ListDocumentsResponses, ListFilesData, ListFilesErrors, ListFilesResponses, ListMcpToolsData, ListMcpToolsErrors, ListMcpToolsResponses, ListOrgGraphsData, ListOrgGraphsErrors, ListOrgGraphsResponses, ListOrgInvoicesData, ListOrgInvoicesErrors, ListOrgInvoicesResponses, ListOrgMembersData, ListOrgMembersErrors, ListOrgMembersResponses, ListOrgSubscriptionsData, ListOrgSubscriptionsErrors, ListOrgSubscriptionsResponses, ListSubgraphsData, ListSubgraphsErrors, ListSubgraphsResponses, ListTablesData, ListTablesErrors, ListTablesResponses, ListUserApiKeysData, ListUserApiKeysErrors, ListUserApiKeysResponses, ListUserOrgsData, ListUserOrgsErrors, ListUserOrgsResponses, LoginUserData, LoginUserErrors, LoginUserResponses, LogoutUserData, LogoutUserErrors, LogoutUserResponses, OauthCallbackData, OauthCallbackErrors, OauthCallbackResponses, OpAddPublishListMembersData, OpAddPublishListMembersErrors, OpAddPublishListMembersResponses, OpAutoMapElementsData, OpAutoMapElementsErrors, OpAutoMapElementsResponses, OpBuildFactGridData, OpBuildFactGridErrors, OpBuildFactGridResponses, OpChangeTierData, OpChangeTierErrors, OpChangeTierResponses, OpClosePeriodData, OpClosePeriodErrors, OpClosePeriodResponses, OpCreateAgentData, OpCreateAgentErrors, OpCreateAgentResponses, OpCreateBackupData, OpCreateBackupErrors, OpCreateBackupResponses, OpCreateEventBlockData, OpCreateEventBlockErrors, OpCreateEventBlockResponses, OpCreateEventHandlerData, OpCreateEventHandlerErrors, OpCreateEventHandlerResponses, OpCreateInformationBlockData, OpCreateInformationBlockErrors, OpCreateInformationBlockResponses, OpCreateMappingAssociationData, OpCreateMappingAssociationErrors, OpCreateMappingAssociationResponses, OpCreatePortfolioBlockData, OpCreatePortfolioBlockErrors, OpCreatePortfolioBlockResponses, OpCreatePublishListData, OpCreatePublishListErrors, OpCreatePublishListResponses, OpCreateReportData, OpCreateReportErrors, OpCreateReportResponses, OpCreateSecurityData, OpCreateSecurityErrors, OpCreateSecurityResponses, OpCreateSubgraphData, OpCreateSubgraphErrors, OpCreateSubgraphResponses, OpCreateTaxonomyBlockData, OpCreateTaxonomyBlockErrors, OpCreateTaxonomyBlockResponses, OpDeleteInformationBlockData, OpDeleteInformationBlockErrors, OpDeleteInformationBlockResponses, OpDeleteJournalEntryData, OpDeleteJournalEntryErrors, OpDeleteJournalEntryResponses, OpDeleteMappingAssociationData, OpDeleteMappingAssociationErrors, OpDeleteMappingAssociationResponses, OpDeletePortfolioBlockData, OpDeletePortfolioBlockErrors, OpDeletePortfolioBlockResponses, OpDeletePublishListData, OpDeletePublishListErrors, OpDeletePublishListResponses, OpDeleteReportData, OpDeleteReportErrors, OpDeleteReportResponses, OpDeleteSecurityData, OpDeleteSecurityErrors, OpDeleteSecurityResponses, OpDeleteSubgraphData, OpDeleteSubgraphErrors, OpDeleteSubgraphResponses, OpDeleteTaxonomyBlockData, OpDeleteTaxonomyBlockErrors, OpDeleteTaxonomyBlockResponses, OpEvaluateRulesData, OpEvaluateRulesErrors, OpEvaluateRulesResponses, OpFileReportData, OpFileReportErrors, OpFileReportResponses, OpFinancialStatementAnalysisData, OpFinancialStatementAnalysisErrors, OpFinancialStatementAnalysisResponses, OpInitializeLedgerData, OpInitializeLedgerErrors, OpInitializeLedgerResponses, OpLinkEntityTaxonomyData, OpLinkEntityTaxonomyErrors, OpLinkEntityTaxonomyResponses, OpLiveFinancialStatementData, OpLiveFinancialStatementErrors, OpLiveFinancialStatementResponses, OpMaterializeData, OpMaterializeErrors, OpMaterializeResponses, OpPreviewEventBlockData, OpPreviewEventBlockErrors, OpPreviewEventBlockResponses, OpRegenerateReportData, OpRegenerateReportErrors, OpRegenerateReportResponses, OpRemovePublishListMemberData, OpRemovePublishListMemberErrors, OpRemovePublishListMemberResponses, OpReopenPeriodData, OpReopenPeriodErrors, OpReopenPeriodResponses, OpRestoreBackupData, OpRestoreBackupErrors, OpRestoreBackupResponses, OpSetCloseTargetData, OpSetCloseTargetErrors, OpSetCloseTargetResponses, OpShareReportData, OpShareReportErrors, OpShareReportResponses, OpTransitionFilingStatusData, OpTransitionFilingStatusErrors, OpTransitionFilingStatusResponses, OpUpdateAgentData, OpUpdateAgentErrors, OpUpdateAgentResponses, OpUpdateEntityData, OpUpdateEntityErrors, OpUpdateEntityResponses, OpUpdateEventBlockData, OpUpdateEventBlockErrors, OpUpdateEventBlockResponses, OpUpdateEventHandlerData, OpUpdateEventHandlerErrors, OpUpdateEventHandlerResponses, OpUpdateInformationBlockData, OpUpdateInformationBlockErrors, OpUpdateInformationBlockResponses, OpUpdateJournalEntryData, OpUpdateJournalEntryErrors, OpUpdateJournalEntryResponses, OpUpdatePortfolioBlockData, OpUpdatePortfolioBlockErrors, OpUpdatePortfolioBlockResponses, OpUpdatePublishListData, OpUpdatePublishListErrors, OpUpdatePublishListResponses, OpUpdateSecurityData, OpUpdateSecurityErrors, OpUpdateSecurityResponses, OpUpdateTaxonomyBlockData, OpUpdateTaxonomyBlockErrors, OpUpdateTaxonomyBlockResponses, QueryTablesData, QueryTablesErrors, QueryTablesResponses, RecommendAgentData, RecommendAgentErrors, RecommendAgentResponses, RefreshAuthSessionData, RefreshAuthSessionErrors, RefreshAuthSessionResponses, RegisterUserData, RegisterUserErrors, RegisterUserResponses, RemoveOrgMemberData, RemoveOrgMemberErrors, RemoveOrgMemberResponses, ResendVerificationEmailData, ResendVerificationEmailErrors, ResendVerificationEmailResponses, ResetPasswordData, ResetPasswordErrors, ResetPasswordResponses, RevokeUserApiKeyData, RevokeUserApiKeyErrors, RevokeUserApiKeyResponses, SearchDocumentsData, SearchDocumentsErrors, SearchDocumentsResponses, SelectGraphData, SelectGraphErrors, SelectGraphResponses, SsoTokenExchangeData, SsoTokenExchangeErrors, SsoTokenExchangeResponses, StreamOperationEventsData, StreamOperationEventsErrors, StreamOperationEventsResponses, SyncConnectionData, SyncConnectionErrors, SyncConnectionResponses, UpdateDocumentData, UpdateDocumentErrors, UpdateDocumentResponses, UpdateFileData, UpdateFileErrors, UpdateFileResponses, UpdateOrgData, UpdateOrgErrors, UpdateOrgMemberRoleData, UpdateOrgMemberRoleErrors, UpdateOrgMemberRoleResponses, UpdateOrgResponses, UpdateUserApiKeyData, UpdateUserApiKeyErrors, UpdateUserApiKeyResponses, UpdateUserData, UpdateUserErrors, UpdateUserPasswordData, UpdateUserPasswordErrors, UpdateUserPasswordResponses, UpdateUserResponses, UploadDocumentData, UploadDocumentErrors, UploadDocumentResponses, ValidateResetTokenData, ValidateResetTokenErrors, ValidateResetTokenResponses, ValidateSchemaData, ValidateSchemaErrors, ValidateSchemaResponses, VerifyEmailData, VerifyEmailErrors, VerifyEmailResponses } from './types.gen';
3
3
  export type Options<TData extends TDataShape = TDataShape, ThrowOnError extends boolean = boolean> = Options2<TData, ThrowOnError> & {
4
4
  /**
5
5
  * You can provide a client instance returned by `createClient()` instead of
@@ -861,6 +861,22 @@ export declare const opDeleteReport: <ThrowOnError extends boolean = false>(opti
861
861
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
862
862
  */
863
863
  export declare const opShareReport: <ThrowOnError extends boolean = false>(options: Options<OpShareReportData, ThrowOnError>) => import("./client").RequestResult<OpShareReportResponses, OpShareReportErrors, ThrowOnError, "fields">;
864
+ /**
865
+ * File Report
866
+ *
867
+ * Transitions the Report's filing_status to 'filed' — locks the package. Allowed from 'draft' or 'under_review'. Stamps filed_at + filed_by.
868
+ *
869
+ * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
870
+ */
871
+ export declare const opFileReport: <ThrowOnError extends boolean = false>(options: Options<OpFileReportData, ThrowOnError>) => import("./client").RequestResult<OpFileReportResponses, OpFileReportErrors, ThrowOnError, "fields">;
872
+ /**
873
+ * Transition Filing Status
874
+ *
875
+ * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed → archived). Use 'file-report' to reach 'filed' so audit fields land cleanly.
876
+ *
877
+ * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
878
+ */
879
+ export declare const opTransitionFilingStatus: <ThrowOnError extends boolean = false>(options: Options<OpTransitionFilingStatusData, ThrowOnError>) => import("./client").RequestResult<OpTransitionFilingStatusResponses, OpTransitionFilingStatusErrors, ThrowOnError, "fields">;
864
880
  /**
865
881
  * Create Publish List
866
882
  *
@@ -926,29 +942,29 @@ export declare const opBuildFactGrid: <ThrowOnError extends boolean = false>(opt
926
942
  */
927
943
  export declare const opFinancialStatementAnalysis: <ThrowOnError extends boolean = false>(options: Options<OpFinancialStatementAnalysisData, ThrowOnError>) => import("./client").RequestResult<OpFinancialStatementAnalysisResponses, OpFinancialStatementAnalysisErrors, ThrowOnError, "fields">;
928
944
  /**
929
- * Create Portfolio
945
+ * Create Portfolio Block
930
946
  *
931
- * Create an investment portfolio within this graph. Portfolios are logical groupings of securities (stocks, notes, warrants) owned by the entity; subsequent positions attach to the portfolio.
947
+ * Create a portfolio with optional initial positions in a single atomic envelope. Each position references an existing security; this operation never mints securities (use `create-security`). Whole envelope validates before any write.
932
948
  *
933
949
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
934
950
  */
935
- export declare const opCreatePortfolio: <ThrowOnError extends boolean = false>(options: Options<OpCreatePortfolioData, ThrowOnError>) => import("./client").RequestResult<OpCreatePortfolioResponses, OpCreatePortfolioErrors, ThrowOnError, "fields">;
951
+ export declare const opCreatePortfolioBlock: <ThrowOnError extends boolean = false>(options: Options<OpCreatePortfolioBlockData, ThrowOnError>) => import("./client").RequestResult<OpCreatePortfolioBlockResponses, OpCreatePortfolioBlockErrors, ThrowOnError, "fields">;
936
952
  /**
937
- * Update Portfolio
953
+ * Update Portfolio Block
938
954
  *
939
- * Update mutable fields on a portfolio (name, description, strategy, inception_date, base_currency). Unset fields are ignored — partial updates are explicit.
955
+ * Patch portfolio fields and apply position deltas (`add` / `update` / `dispose`) atomically. Partial failures roll back.
940
956
  *
941
957
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
942
958
  */
943
- export declare const opUpdatePortfolio: <ThrowOnError extends boolean = false>(options: Options<OpUpdatePortfolioData, ThrowOnError>) => import("./client").RequestResult<OpUpdatePortfolioResponses, OpUpdatePortfolioErrors, ThrowOnError, "fields">;
959
+ export declare const opUpdatePortfolioBlock: <ThrowOnError extends boolean = false>(options: Options<OpUpdatePortfolioBlockData, ThrowOnError>) => import("./client").RequestResult<OpUpdatePortfolioBlockResponses, OpUpdatePortfolioBlockErrors, ThrowOnError, "fields">;
944
960
  /**
945
- * Delete Portfolio
961
+ * Delete Portfolio Block
946
962
  *
947
- * Hard-delete a portfolio. Returns 409 if the portfolio has active positions — dispose (soft-delete) them first.
963
+ * Cascade-delete the portfolio plus all of its positions. When active positions exist, the request must include `confirm_active_positions: true` safety belt to prevent accidental cascade. Disposed-only portfolios delete without the flag.
948
964
  *
949
965
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
950
966
  */
951
- export declare const opDeletePortfolio: <ThrowOnError extends boolean = false>(options: Options<OpDeletePortfolioData, ThrowOnError>) => import("./client").RequestResult<OpDeletePortfolioResponses, OpDeletePortfolioErrors, ThrowOnError, "fields">;
967
+ export declare const opDeletePortfolioBlock: <ThrowOnError extends boolean = false>(options: Options<OpDeletePortfolioBlockData, ThrowOnError>) => import("./client").RequestResult<OpDeletePortfolioBlockResponses, OpDeletePortfolioBlockErrors, ThrowOnError, "fields">;
952
968
  /**
953
969
  * Create Security
954
970
  *
@@ -973,27 +989,3 @@ export declare const opUpdateSecurity: <ThrowOnError extends boolean = false>(op
973
989
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
974
990
  */
975
991
  export declare const opDeleteSecurity: <ThrowOnError extends boolean = false>(options: Options<OpDeleteSecurityData, ThrowOnError>) => import("./client").RequestResult<OpDeleteSecurityResponses, OpDeleteSecurityErrors, ThrowOnError, "fields">;
976
- /**
977
- * Create Position
978
- *
979
- * Open a position in a security within a portfolio. One active position per (portfolio, security) pair — creating a second active position returns 409. Dispose an existing position via `delete-position` before opening a new one.
980
- *
981
- * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
982
- */
983
- export declare const opCreatePosition: <ThrowOnError extends boolean = false>(options: Options<OpCreatePositionData, ThrowOnError>) => import("./client").RequestResult<OpCreatePositionResponses, OpCreatePositionErrors, ThrowOnError, "fields">;
984
- /**
985
- * Update Position
986
- *
987
- * Update mutable fields on a position (quantity, cost basis, valuation, notes, status). Use `delete-position` for soft disposal instead of setting `status` manually.
988
- *
989
- * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
990
- */
991
- export declare const opUpdatePosition: <ThrowOnError extends boolean = false>(options: Options<OpUpdatePositionData, ThrowOnError>) => import("./client").RequestResult<OpUpdatePositionResponses, OpUpdatePositionErrors, ThrowOnError, "fields">;
992
- /**
993
- * Delete Position
994
- *
995
- * Soft-delete the position (`status='disposed'`). Historical holding records referencing it remain valid.
996
- *
997
- * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
998
- */
999
- export declare const opDeletePosition: <ThrowOnError extends boolean = false>(options: Options<OpDeletePositionData, ThrowOnError>) => import("./client").RequestResult<OpDeletePositionResponses, OpDeletePositionErrors, ThrowOnError, "fields">;
package/sdk/sdk.gen.js CHANGED
@@ -3,8 +3,8 @@
3
3
  Object.defineProperty(exports, "__esModule", { value: true });
4
4
  exports.callMcpTool = exports.listMcpTools = exports.recommendAgent = exports.batchProcessQueries = exports.executeSpecificAgent = exports.getAgentMetadata = exports.autoSelectAgent = exports.listAgents = exports.syncConnection = exports.getConnection = exports.deleteConnection = exports.oauthCallback = exports.initOAuth = exports.getConnectionOptions = exports.createConnection = exports.listConnections = exports.getOrgUsage = exports.getOrgLimits = exports.updateOrgMemberRole = exports.removeOrgMember = exports.inviteOrgMember = exports.listOrgMembers = exports.listOrgGraphs = exports.updateOrg = exports.getOrg = exports.listUserOrgs = exports.updateUserApiKey = exports.revokeUserApiKey = exports.createUserApiKey = exports.listUserApiKeys = exports.updateUserPassword = exports.updateUser = exports.getCurrentUser = exports.getServiceStatus = exports.getCaptchaConfig = exports.completeSsoAuth = exports.ssoTokenExchange = exports.generateSsoToken = exports.resetPassword = exports.validateResetToken = exports.forgotPassword = exports.checkPasswordStrength = exports.getPasswordPolicy = exports.verifyEmail = exports.resendVerificationEmail = exports.refreshAuthSession = exports.getCurrentAuthUser = exports.logoutUser = exports.loginUser = exports.registerUser = void 0;
5
5
  exports.cancelOperation = exports.getOperationStatus = exports.streamOperationEvents = exports.getServiceOfferings = exports.selectGraph = exports.getGraphCapacity = exports.getAvailableGraphTiers = exports.getAvailableExtensions = exports.createGraph = exports.getGraphs = exports.updateFile = exports.getFile = exports.deleteFile = exports.createFileUpload = exports.listFiles = exports.opMaterialize = exports.opChangeTier = exports.opRestoreBackup = exports.opCreateBackup = exports.opDeleteSubgraph = exports.opCreateSubgraph = exports.updateDocument = exports.getDocument = exports.deleteDocument = exports.uploadDocument = exports.listDocuments = exports.getDocumentSection = exports.searchDocuments = exports.queryTables = exports.listTables = exports.createRepositorySubscription = exports.changeSubscriptionPlan = exports.getGraphSubscription = exports.getSubgraphQuota = exports.getSubgraphInfo = exports.listSubgraphs = exports.getGraphLimits = exports.getDatabaseInfo = exports.getDatabaseHealth = exports.listCreditTransactions = exports.getCreditSummary = exports.validateSchema = exports.exportGraphSchema = exports.getGraphSchema = exports.executeCypherQuery = exports.getGraphUsageAnalytics = exports.getGraphMetrics = exports.getBackupStats = exports.getBackupDownloadUrl = exports.listBackups = void 0;
6
- exports.opUpdatePortfolio = exports.opCreatePortfolio = exports.opFinancialStatementAnalysis = exports.opBuildFactGrid = exports.opLiveFinancialStatement = exports.opRemovePublishListMember = exports.opAddPublishListMembers = exports.opDeletePublishList = exports.opUpdatePublishList = exports.opCreatePublishList = exports.opShareReport = exports.opDeleteReport = exports.opRegenerateReport = exports.opCreateReport = exports.opReopenPeriod = exports.opClosePeriod = exports.opSetCloseTarget = exports.opDeleteJournalEntry = exports.opUpdateJournalEntry = exports.opPreviewEventBlock = exports.opUpdateEventHandler = exports.opCreateEventHandler = exports.opUpdateEventBlock = exports.opCreateEventBlock = exports.opUpdateAgent = exports.opCreateAgent = exports.opEvaluateRules = exports.opDeleteInformationBlock = exports.opUpdateInformationBlock = exports.opCreateInformationBlock = exports.opAutoMapElements = exports.opDeleteMappingAssociation = exports.opCreateMappingAssociation = exports.opLinkEntityTaxonomy = exports.opDeleteTaxonomyBlock = exports.opUpdateTaxonomyBlock = exports.opCreateTaxonomyBlock = exports.opUpdateEntity = exports.opInitializeLedger = exports.handleHttpPostExtensionsGraphIdGraphqlPost = exports.handleHttpGetExtensionsGraphIdGraphqlGet = exports.getCheckoutStatus = exports.createCheckoutSession = exports.getOrgUpcomingInvoice = exports.listOrgInvoices = exports.cancelOrgSubscription = exports.getOrgSubscription = exports.listOrgSubscriptions = exports.createPortalSession = exports.getOrgBillingCustomer = void 0;
7
- exports.opDeletePosition = exports.opUpdatePosition = exports.opCreatePosition = exports.opDeleteSecurity = exports.opUpdateSecurity = exports.opCreateSecurity = exports.opDeletePortfolio = void 0;
6
+ exports.opFinancialStatementAnalysis = exports.opBuildFactGrid = exports.opLiveFinancialStatement = exports.opRemovePublishListMember = exports.opAddPublishListMembers = exports.opDeletePublishList = exports.opUpdatePublishList = exports.opCreatePublishList = exports.opTransitionFilingStatus = exports.opFileReport = exports.opShareReport = exports.opDeleteReport = exports.opRegenerateReport = exports.opCreateReport = exports.opReopenPeriod = exports.opClosePeriod = exports.opSetCloseTarget = exports.opDeleteJournalEntry = exports.opUpdateJournalEntry = exports.opPreviewEventBlock = exports.opUpdateEventHandler = exports.opCreateEventHandler = exports.opUpdateEventBlock = exports.opCreateEventBlock = exports.opUpdateAgent = exports.opCreateAgent = exports.opEvaluateRules = exports.opDeleteInformationBlock = exports.opUpdateInformationBlock = exports.opCreateInformationBlock = exports.opAutoMapElements = exports.opDeleteMappingAssociation = exports.opCreateMappingAssociation = exports.opLinkEntityTaxonomy = exports.opDeleteTaxonomyBlock = exports.opUpdateTaxonomyBlock = exports.opCreateTaxonomyBlock = exports.opUpdateEntity = exports.opInitializeLedger = exports.handleHttpPostExtensionsGraphIdGraphqlPost = exports.handleHttpGetExtensionsGraphIdGraphqlGet = exports.getCheckoutStatus = exports.createCheckoutSession = exports.getOrgUpcomingInvoice = exports.listOrgInvoices = exports.cancelOrgSubscription = exports.getOrgSubscription = exports.listOrgSubscriptions = exports.createPortalSession = exports.getOrgBillingCustomer = void 0;
7
+ exports.opDeleteSecurity = exports.opUpdateSecurity = exports.opCreateSecurity = exports.opDeletePortfolioBlock = exports.opUpdatePortfolioBlock = exports.opCreatePortfolioBlock = void 0;
8
8
  const client_gen_1 = require("./client.gen");
9
9
  /**
10
10
  * Register New User
@@ -1790,6 +1790,40 @@ const opShareReport = (options) => (options.client ?? client_gen_1.client).post(
1790
1790
  }
1791
1791
  });
1792
1792
  exports.opShareReport = opShareReport;
1793
+ /**
1794
+ * File Report
1795
+ *
1796
+ * Transitions the Report's filing_status to 'filed' — locks the package. Allowed from 'draft' or 'under_review'. Stamps filed_at + filed_by.
1797
+ *
1798
+ * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
1799
+ */
1800
+ const opFileReport = (options) => (options.client ?? client_gen_1.client).post({
1801
+ security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1802
+ url: '/extensions/roboledger/{graph_id}/operations/file-report',
1803
+ ...options,
1804
+ headers: {
1805
+ 'Content-Type': 'application/json',
1806
+ ...options.headers
1807
+ }
1808
+ });
1809
+ exports.opFileReport = opFileReport;
1810
+ /**
1811
+ * Transition Filing Status
1812
+ *
1813
+ * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed → archived). Use 'file-report' to reach 'filed' so audit fields land cleanly.
1814
+ *
1815
+ * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
1816
+ */
1817
+ const opTransitionFilingStatus = (options) => (options.client ?? client_gen_1.client).post({
1818
+ security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1819
+ url: '/extensions/roboledger/{graph_id}/operations/transition-filing-status',
1820
+ ...options,
1821
+ headers: {
1822
+ 'Content-Type': 'application/json',
1823
+ ...options.headers
1824
+ }
1825
+ });
1826
+ exports.opTransitionFilingStatus = opTransitionFilingStatus;
1793
1827
  /**
1794
1828
  * Create Publish List
1795
1829
  *
@@ -1927,56 +1961,56 @@ const opFinancialStatementAnalysis = (options) => (options.client ?? client_gen_
1927
1961
  });
1928
1962
  exports.opFinancialStatementAnalysis = opFinancialStatementAnalysis;
1929
1963
  /**
1930
- * Create Portfolio
1964
+ * Create Portfolio Block
1931
1965
  *
1932
- * Create an investment portfolio within this graph. Portfolios are logical groupings of securities (stocks, notes, warrants) owned by the entity; subsequent positions attach to the portfolio.
1966
+ * Create a portfolio with optional initial positions in a single atomic envelope. Each position references an existing security; this operation never mints securities (use `create-security`). Whole envelope validates before any write.
1933
1967
  *
1934
1968
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
1935
1969
  */
1936
- const opCreatePortfolio = (options) => (options.client ?? client_gen_1.client).post({
1970
+ const opCreatePortfolioBlock = (options) => (options.client ?? client_gen_1.client).post({
1937
1971
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1938
- url: '/extensions/roboinvestor/{graph_id}/operations/create-portfolio',
1972
+ url: '/extensions/roboinvestor/{graph_id}/operations/create-portfolio-block',
1939
1973
  ...options,
1940
1974
  headers: {
1941
1975
  'Content-Type': 'application/json',
1942
1976
  ...options.headers
1943
1977
  }
1944
1978
  });
1945
- exports.opCreatePortfolio = opCreatePortfolio;
1979
+ exports.opCreatePortfolioBlock = opCreatePortfolioBlock;
1946
1980
  /**
1947
- * Update Portfolio
1981
+ * Update Portfolio Block
1948
1982
  *
1949
- * Update mutable fields on a portfolio (name, description, strategy, inception_date, base_currency). Unset fields are ignored — partial updates are explicit.
1983
+ * Patch portfolio fields and apply position deltas (`add` / `update` / `dispose`) atomically. Partial failures roll back.
1950
1984
  *
1951
1985
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
1952
1986
  */
1953
- const opUpdatePortfolio = (options) => (options.client ?? client_gen_1.client).post({
1987
+ const opUpdatePortfolioBlock = (options) => (options.client ?? client_gen_1.client).post({
1954
1988
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1955
- url: '/extensions/roboinvestor/{graph_id}/operations/update-portfolio',
1989
+ url: '/extensions/roboinvestor/{graph_id}/operations/update-portfolio-block',
1956
1990
  ...options,
1957
1991
  headers: {
1958
1992
  'Content-Type': 'application/json',
1959
1993
  ...options.headers
1960
1994
  }
1961
1995
  });
1962
- exports.opUpdatePortfolio = opUpdatePortfolio;
1996
+ exports.opUpdatePortfolioBlock = opUpdatePortfolioBlock;
1963
1997
  /**
1964
- * Delete Portfolio
1998
+ * Delete Portfolio Block
1965
1999
  *
1966
- * Hard-delete a portfolio. Returns 409 if the portfolio has active positions — dispose (soft-delete) them first.
2000
+ * Cascade-delete the portfolio plus all of its positions. When active positions exist, the request must include `confirm_active_positions: true` safety belt to prevent accidental cascade. Disposed-only portfolios delete without the flag.
1967
2001
  *
1968
2002
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
1969
2003
  */
1970
- const opDeletePortfolio = (options) => (options.client ?? client_gen_1.client).post({
2004
+ const opDeletePortfolioBlock = (options) => (options.client ?? client_gen_1.client).post({
1971
2005
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1972
- url: '/extensions/roboinvestor/{graph_id}/operations/delete-portfolio',
2006
+ url: '/extensions/roboinvestor/{graph_id}/operations/delete-portfolio-block',
1973
2007
  ...options,
1974
2008
  headers: {
1975
2009
  'Content-Type': 'application/json',
1976
2010
  ...options.headers
1977
2011
  }
1978
2012
  });
1979
- exports.opDeletePortfolio = opDeletePortfolio;
2013
+ exports.opDeletePortfolioBlock = opDeletePortfolioBlock;
1980
2014
  /**
1981
2015
  * Create Security
1982
2016
  *
@@ -2028,54 +2062,3 @@ const opDeleteSecurity = (options) => (options.client ?? client_gen_1.client).po
2028
2062
  }
2029
2063
  });
2030
2064
  exports.opDeleteSecurity = opDeleteSecurity;
2031
- /**
2032
- * Create Position
2033
- *
2034
- * Open a position in a security within a portfolio. One active position per (portfolio, security) pair — creating a second active position returns 409. Dispose an existing position via `delete-position` before opening a new one.
2035
- *
2036
- * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
2037
- */
2038
- const opCreatePosition = (options) => (options.client ?? client_gen_1.client).post({
2039
- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
2040
- url: '/extensions/roboinvestor/{graph_id}/operations/create-position',
2041
- ...options,
2042
- headers: {
2043
- 'Content-Type': 'application/json',
2044
- ...options.headers
2045
- }
2046
- });
2047
- exports.opCreatePosition = opCreatePosition;
2048
- /**
2049
- * Update Position
2050
- *
2051
- * Update mutable fields on a position (quantity, cost basis, valuation, notes, status). Use `delete-position` for soft disposal instead of setting `status` manually.
2052
- *
2053
- * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
2054
- */
2055
- const opUpdatePosition = (options) => (options.client ?? client_gen_1.client).post({
2056
- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
2057
- url: '/extensions/roboinvestor/{graph_id}/operations/update-position',
2058
- ...options,
2059
- headers: {
2060
- 'Content-Type': 'application/json',
2061
- ...options.headers
2062
- }
2063
- });
2064
- exports.opUpdatePosition = opUpdatePosition;
2065
- /**
2066
- * Delete Position
2067
- *
2068
- * Soft-delete the position (`status='disposed'`). Historical holding records referencing it remain valid.
2069
- *
2070
- * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
2071
- */
2072
- const opDeletePosition = (options) => (options.client ?? client_gen_1.client).post({
2073
- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
2074
- url: '/extensions/roboinvestor/{graph_id}/operations/delete-position',
2075
- ...options,
2076
- headers: {
2077
- 'Content-Type': 'application/json',
2078
- ...options.headers
2079
- }
2080
- });
2081
- exports.opDeletePosition = opDeletePosition;
package/sdk/sdk.gen.ts CHANGED
@@ -2,7 +2,7 @@
2
2
 
3
3
  import type { Client, Options as Options2, TDataShape } from './client';
4
4
  import { client } from './client.gen';
5
- import type { AutoSelectAgentData, AutoSelectAgentErrors, AutoSelectAgentResponses, BatchProcessQueriesData, BatchProcessQueriesErrors, BatchProcessQueriesResponses, CallMcpToolData, CallMcpToolErrors, CallMcpToolResponses, CancelOperationData, CancelOperationErrors, CancelOperationResponses, CancelOrgSubscriptionData, CancelOrgSubscriptionErrors, CancelOrgSubscriptionResponses, ChangeSubscriptionPlanData, ChangeSubscriptionPlanErrors, ChangeSubscriptionPlanResponses, CheckPasswordStrengthData, CheckPasswordStrengthErrors, CheckPasswordStrengthResponses, CompleteSsoAuthData, CompleteSsoAuthErrors, CompleteSsoAuthResponses, CreateCheckoutSessionData, CreateCheckoutSessionErrors, CreateCheckoutSessionResponses, CreateConnectionData, CreateConnectionErrors, CreateConnectionResponses, CreateFileUploadData, CreateFileUploadErrors, CreateFileUploadResponses, CreateGraphData, CreateGraphErrors, CreateGraphResponses, CreatePortalSessionData, CreatePortalSessionErrors, CreatePortalSessionResponses, CreateRepositorySubscriptionData, CreateRepositorySubscriptionErrors, CreateRepositorySubscriptionResponses, CreateUserApiKeyData, CreateUserApiKeyErrors, CreateUserApiKeyResponses, DeleteConnectionData, DeleteConnectionErrors, DeleteConnectionResponses, DeleteDocumentData, DeleteDocumentErrors, DeleteDocumentResponses, DeleteFileData, DeleteFileErrors, DeleteFileResponses, ExecuteCypherQueryData, ExecuteCypherQueryErrors, ExecuteCypherQueryResponses, ExecuteSpecificAgentData, ExecuteSpecificAgentErrors, ExecuteSpecificAgentResponses, ExportGraphSchemaData, ExportGraphSchemaErrors, ExportGraphSchemaResponses, ForgotPasswordData, ForgotPasswordErrors, ForgotPasswordResponses, GenerateSsoTokenData, GenerateSsoTokenErrors, GenerateSsoTokenResponses, GetAgentMetadataData, GetAgentMetadataErrors, GetAgentMetadataResponses, GetAvailableExtensionsData, GetAvailableExtensionsErrors, GetAvailableExtensionsResponses, GetAvailableGraphTiersData, GetAvailableGraphTiersErrors, GetAvailableGraphTiersResponses, GetBackupDownloadUrlData, GetBackupDownloadUrlErrors, GetBackupDownloadUrlResponses, GetBackupStatsData, GetBackupStatsErrors, GetBackupStatsResponses, GetCaptchaConfigData, GetCaptchaConfigErrors, GetCaptchaConfigResponses, GetCheckoutStatusData, GetCheckoutStatusErrors, GetCheckoutStatusResponses, GetConnectionData, GetConnectionErrors, GetConnectionOptionsData, GetConnectionOptionsErrors, GetConnectionOptionsResponses, GetConnectionResponses, GetCreditSummaryData, GetCreditSummaryErrors, GetCreditSummaryResponses, GetCurrentAuthUserData, GetCurrentAuthUserErrors, GetCurrentAuthUserResponses, GetCurrentUserData, GetCurrentUserErrors, GetCurrentUserResponses, GetDatabaseHealthData, GetDatabaseHealthErrors, GetDatabaseHealthResponses, GetDatabaseInfoData, GetDatabaseInfoErrors, GetDatabaseInfoResponses, GetDocumentData, GetDocumentErrors, GetDocumentResponses, GetDocumentSectionData, GetDocumentSectionErrors, GetDocumentSectionResponses, GetFileData, GetFileErrors, GetFileResponses, GetGraphCapacityData, GetGraphCapacityErrors, GetGraphCapacityResponses, GetGraphLimitsData, GetGraphLimitsErrors, GetGraphLimitsResponses, GetGraphMetricsData, GetGraphMetricsErrors, GetGraphMetricsResponses, GetGraphSchemaData, GetGraphSchemaErrors, GetGraphSchemaResponses, GetGraphsData, GetGraphsErrors, GetGraphsResponses, GetGraphSubscriptionData, GetGraphSubscriptionErrors, GetGraphSubscriptionResponses, GetGraphUsageAnalyticsData, GetGraphUsageAnalyticsErrors, GetGraphUsageAnalyticsResponses, GetOperationStatusData, GetOperationStatusErrors, GetOperationStatusResponses, GetOrgBillingCustomerData, GetOrgBillingCustomerErrors, GetOrgBillingCustomerResponses, GetOrgData, GetOrgErrors, GetOrgLimitsData, GetOrgLimitsErrors, GetOrgLimitsResponses, GetOrgResponses, GetOrgSubscriptionData, GetOrgSubscriptionErrors, GetOrgSubscriptionResponses, GetOrgUpcomingInvoiceData, GetOrgUpcomingInvoiceErrors, GetOrgUpcomingInvoiceResponses, GetOrgUsageData, GetOrgUsageErrors, GetOrgUsageResponses, GetPasswordPolicyData, GetPasswordPolicyErrors, GetPasswordPolicyResponses, GetServiceOfferingsData, GetServiceOfferingsErrors, GetServiceOfferingsResponses, GetServiceStatusData, GetServiceStatusResponses, GetSubgraphInfoData, GetSubgraphInfoErrors, GetSubgraphInfoResponses, GetSubgraphQuotaData, GetSubgraphQuotaErrors, GetSubgraphQuotaResponses, HandleHttpGetExtensionsGraphIdGraphqlGetData, HandleHttpGetExtensionsGraphIdGraphqlGetErrors, HandleHttpGetExtensionsGraphIdGraphqlGetResponses, HandleHttpPostExtensionsGraphIdGraphqlPostData, HandleHttpPostExtensionsGraphIdGraphqlPostErrors, HandleHttpPostExtensionsGraphIdGraphqlPostResponses, InitOAuthData, InitOAuthErrors, InitOAuthResponses, InviteOrgMemberData, InviteOrgMemberErrors, InviteOrgMemberResponses, ListAgentsData, ListAgentsErrors, ListAgentsResponses, ListBackupsData, ListBackupsErrors, ListBackupsResponses, ListConnectionsData, ListConnectionsErrors, ListConnectionsResponses, ListCreditTransactionsData, ListCreditTransactionsErrors, ListCreditTransactionsResponses, ListDocumentsData, ListDocumentsErrors, ListDocumentsResponses, ListFilesData, ListFilesErrors, ListFilesResponses, ListMcpToolsData, ListMcpToolsErrors, ListMcpToolsResponses, ListOrgGraphsData, ListOrgGraphsErrors, ListOrgGraphsResponses, ListOrgInvoicesData, ListOrgInvoicesErrors, ListOrgInvoicesResponses, ListOrgMembersData, ListOrgMembersErrors, ListOrgMembersResponses, ListOrgSubscriptionsData, ListOrgSubscriptionsErrors, ListOrgSubscriptionsResponses, ListSubgraphsData, ListSubgraphsErrors, ListSubgraphsResponses, ListTablesData, ListTablesErrors, ListTablesResponses, ListUserApiKeysData, ListUserApiKeysErrors, ListUserApiKeysResponses, ListUserOrgsData, ListUserOrgsErrors, ListUserOrgsResponses, LoginUserData, LoginUserErrors, LoginUserResponses, LogoutUserData, LogoutUserErrors, LogoutUserResponses, OauthCallbackData, OauthCallbackErrors, OauthCallbackResponses, OpAddPublishListMembersData, OpAddPublishListMembersErrors, OpAddPublishListMembersResponses, OpAutoMapElementsData, OpAutoMapElementsErrors, OpAutoMapElementsResponses, OpBuildFactGridData, OpBuildFactGridErrors, OpBuildFactGridResponses, OpChangeTierData, OpChangeTierErrors, OpChangeTierResponses, OpClosePeriodData, OpClosePeriodErrors, OpClosePeriodResponses, OpCreateAgentData, OpCreateAgentErrors, OpCreateAgentResponses, OpCreateBackupData, OpCreateBackupErrors, OpCreateBackupResponses, OpCreateEventBlockData, OpCreateEventBlockErrors, OpCreateEventBlockResponses, OpCreateEventHandlerData, OpCreateEventHandlerErrors, OpCreateEventHandlerResponses, OpCreateInformationBlockData, OpCreateInformationBlockErrors, OpCreateInformationBlockResponses, OpCreateMappingAssociationData, OpCreateMappingAssociationErrors, OpCreateMappingAssociationResponses, OpCreatePortfolioData, OpCreatePortfolioErrors, OpCreatePortfolioResponses, OpCreatePositionData, OpCreatePositionErrors, OpCreatePositionResponses, OpCreatePublishListData, OpCreatePublishListErrors, OpCreatePublishListResponses, OpCreateReportData, OpCreateReportErrors, OpCreateReportResponses, OpCreateSecurityData, OpCreateSecurityErrors, OpCreateSecurityResponses, OpCreateSubgraphData, OpCreateSubgraphErrors, OpCreateSubgraphResponses, OpCreateTaxonomyBlockData, OpCreateTaxonomyBlockErrors, OpCreateTaxonomyBlockResponses, OpDeleteInformationBlockData, OpDeleteInformationBlockErrors, OpDeleteInformationBlockResponses, OpDeleteJournalEntryData, OpDeleteJournalEntryErrors, OpDeleteJournalEntryResponses, OpDeleteMappingAssociationData, OpDeleteMappingAssociationErrors, OpDeleteMappingAssociationResponses, OpDeletePortfolioData, OpDeletePortfolioErrors, OpDeletePortfolioResponses, OpDeletePositionData, OpDeletePositionErrors, OpDeletePositionResponses, OpDeletePublishListData, OpDeletePublishListErrors, OpDeletePublishListResponses, OpDeleteReportData, OpDeleteReportErrors, OpDeleteReportResponses, OpDeleteSecurityData, OpDeleteSecurityErrors, OpDeleteSecurityResponses, OpDeleteSubgraphData, OpDeleteSubgraphErrors, OpDeleteSubgraphResponses, OpDeleteTaxonomyBlockData, OpDeleteTaxonomyBlockErrors, OpDeleteTaxonomyBlockResponses, OpEvaluateRulesData, OpEvaluateRulesErrors, OpEvaluateRulesResponses, OpFinancialStatementAnalysisData, OpFinancialStatementAnalysisErrors, OpFinancialStatementAnalysisResponses, OpInitializeLedgerData, OpInitializeLedgerErrors, OpInitializeLedgerResponses, OpLinkEntityTaxonomyData, OpLinkEntityTaxonomyErrors, OpLinkEntityTaxonomyResponses, OpLiveFinancialStatementData, OpLiveFinancialStatementErrors, OpLiveFinancialStatementResponses, OpMaterializeData, OpMaterializeErrors, OpMaterializeResponses, OpPreviewEventBlockData, OpPreviewEventBlockErrors, OpPreviewEventBlockResponses, OpRegenerateReportData, OpRegenerateReportErrors, OpRegenerateReportResponses, OpRemovePublishListMemberData, OpRemovePublishListMemberErrors, OpRemovePublishListMemberResponses, OpReopenPeriodData, OpReopenPeriodErrors, OpReopenPeriodResponses, OpRestoreBackupData, OpRestoreBackupErrors, OpRestoreBackupResponses, OpSetCloseTargetData, OpSetCloseTargetErrors, OpSetCloseTargetResponses, OpShareReportData, OpShareReportErrors, OpShareReportResponses, OpUpdateAgentData, OpUpdateAgentErrors, OpUpdateAgentResponses, OpUpdateEntityData, OpUpdateEntityErrors, OpUpdateEntityResponses, OpUpdateEventBlockData, OpUpdateEventBlockErrors, OpUpdateEventBlockResponses, OpUpdateEventHandlerData, OpUpdateEventHandlerErrors, OpUpdateEventHandlerResponses, OpUpdateInformationBlockData, OpUpdateInformationBlockErrors, OpUpdateInformationBlockResponses, OpUpdateJournalEntryData, OpUpdateJournalEntryErrors, OpUpdateJournalEntryResponses, OpUpdatePortfolioData, OpUpdatePortfolioErrors, OpUpdatePortfolioResponses, OpUpdatePositionData, OpUpdatePositionErrors, OpUpdatePositionResponses, OpUpdatePublishListData, OpUpdatePublishListErrors, OpUpdatePublishListResponses, OpUpdateSecurityData, OpUpdateSecurityErrors, OpUpdateSecurityResponses, OpUpdateTaxonomyBlockData, OpUpdateTaxonomyBlockErrors, OpUpdateTaxonomyBlockResponses, QueryTablesData, QueryTablesErrors, QueryTablesResponses, RecommendAgentData, RecommendAgentErrors, RecommendAgentResponses, RefreshAuthSessionData, RefreshAuthSessionErrors, RefreshAuthSessionResponses, RegisterUserData, RegisterUserErrors, RegisterUserResponses, RemoveOrgMemberData, RemoveOrgMemberErrors, RemoveOrgMemberResponses, ResendVerificationEmailData, ResendVerificationEmailErrors, ResendVerificationEmailResponses, ResetPasswordData, ResetPasswordErrors, ResetPasswordResponses, RevokeUserApiKeyData, RevokeUserApiKeyErrors, RevokeUserApiKeyResponses, SearchDocumentsData, SearchDocumentsErrors, SearchDocumentsResponses, SelectGraphData, SelectGraphErrors, SelectGraphResponses, SsoTokenExchangeData, SsoTokenExchangeErrors, SsoTokenExchangeResponses, StreamOperationEventsData, StreamOperationEventsErrors, StreamOperationEventsResponses, SyncConnectionData, SyncConnectionErrors, SyncConnectionResponses, UpdateDocumentData, UpdateDocumentErrors, UpdateDocumentResponses, UpdateFileData, UpdateFileErrors, UpdateFileResponses, UpdateOrgData, UpdateOrgErrors, UpdateOrgMemberRoleData, UpdateOrgMemberRoleErrors, UpdateOrgMemberRoleResponses, UpdateOrgResponses, UpdateUserApiKeyData, UpdateUserApiKeyErrors, UpdateUserApiKeyResponses, UpdateUserData, UpdateUserErrors, UpdateUserPasswordData, UpdateUserPasswordErrors, UpdateUserPasswordResponses, UpdateUserResponses, UploadDocumentData, UploadDocumentErrors, UploadDocumentResponses, ValidateResetTokenData, ValidateResetTokenErrors, ValidateResetTokenResponses, ValidateSchemaData, ValidateSchemaErrors, ValidateSchemaResponses, VerifyEmailData, VerifyEmailErrors, VerifyEmailResponses } from './types.gen';
5
+ import type { AutoSelectAgentData, AutoSelectAgentErrors, AutoSelectAgentResponses, BatchProcessQueriesData, BatchProcessQueriesErrors, BatchProcessQueriesResponses, CallMcpToolData, CallMcpToolErrors, CallMcpToolResponses, CancelOperationData, CancelOperationErrors, CancelOperationResponses, CancelOrgSubscriptionData, CancelOrgSubscriptionErrors, CancelOrgSubscriptionResponses, ChangeSubscriptionPlanData, ChangeSubscriptionPlanErrors, ChangeSubscriptionPlanResponses, CheckPasswordStrengthData, CheckPasswordStrengthErrors, CheckPasswordStrengthResponses, CompleteSsoAuthData, CompleteSsoAuthErrors, CompleteSsoAuthResponses, CreateCheckoutSessionData, CreateCheckoutSessionErrors, CreateCheckoutSessionResponses, CreateConnectionData, CreateConnectionErrors, CreateConnectionResponses, CreateFileUploadData, CreateFileUploadErrors, CreateFileUploadResponses, CreateGraphData, CreateGraphErrors, CreateGraphResponses, CreatePortalSessionData, CreatePortalSessionErrors, CreatePortalSessionResponses, CreateRepositorySubscriptionData, CreateRepositorySubscriptionErrors, CreateRepositorySubscriptionResponses, CreateUserApiKeyData, CreateUserApiKeyErrors, CreateUserApiKeyResponses, DeleteConnectionData, DeleteConnectionErrors, DeleteConnectionResponses, DeleteDocumentData, DeleteDocumentErrors, DeleteDocumentResponses, DeleteFileData, DeleteFileErrors, DeleteFileResponses, ExecuteCypherQueryData, ExecuteCypherQueryErrors, ExecuteCypherQueryResponses, ExecuteSpecificAgentData, ExecuteSpecificAgentErrors, ExecuteSpecificAgentResponses, ExportGraphSchemaData, ExportGraphSchemaErrors, ExportGraphSchemaResponses, ForgotPasswordData, ForgotPasswordErrors, ForgotPasswordResponses, GenerateSsoTokenData, GenerateSsoTokenErrors, GenerateSsoTokenResponses, GetAgentMetadataData, GetAgentMetadataErrors, GetAgentMetadataResponses, GetAvailableExtensionsData, GetAvailableExtensionsErrors, GetAvailableExtensionsResponses, GetAvailableGraphTiersData, GetAvailableGraphTiersErrors, GetAvailableGraphTiersResponses, GetBackupDownloadUrlData, GetBackupDownloadUrlErrors, GetBackupDownloadUrlResponses, GetBackupStatsData, GetBackupStatsErrors, GetBackupStatsResponses, GetCaptchaConfigData, GetCaptchaConfigErrors, GetCaptchaConfigResponses, GetCheckoutStatusData, GetCheckoutStatusErrors, GetCheckoutStatusResponses, GetConnectionData, GetConnectionErrors, GetConnectionOptionsData, GetConnectionOptionsErrors, GetConnectionOptionsResponses, GetConnectionResponses, GetCreditSummaryData, GetCreditSummaryErrors, GetCreditSummaryResponses, GetCurrentAuthUserData, GetCurrentAuthUserErrors, GetCurrentAuthUserResponses, GetCurrentUserData, GetCurrentUserErrors, GetCurrentUserResponses, GetDatabaseHealthData, GetDatabaseHealthErrors, GetDatabaseHealthResponses, GetDatabaseInfoData, GetDatabaseInfoErrors, GetDatabaseInfoResponses, GetDocumentData, GetDocumentErrors, GetDocumentResponses, GetDocumentSectionData, GetDocumentSectionErrors, GetDocumentSectionResponses, GetFileData, GetFileErrors, GetFileResponses, GetGraphCapacityData, GetGraphCapacityErrors, GetGraphCapacityResponses, GetGraphLimitsData, GetGraphLimitsErrors, GetGraphLimitsResponses, GetGraphMetricsData, GetGraphMetricsErrors, GetGraphMetricsResponses, GetGraphSchemaData, GetGraphSchemaErrors, GetGraphSchemaResponses, GetGraphsData, GetGraphsErrors, GetGraphsResponses, GetGraphSubscriptionData, GetGraphSubscriptionErrors, GetGraphSubscriptionResponses, GetGraphUsageAnalyticsData, GetGraphUsageAnalyticsErrors, GetGraphUsageAnalyticsResponses, GetOperationStatusData, GetOperationStatusErrors, GetOperationStatusResponses, GetOrgBillingCustomerData, GetOrgBillingCustomerErrors, GetOrgBillingCustomerResponses, GetOrgData, GetOrgErrors, GetOrgLimitsData, GetOrgLimitsErrors, GetOrgLimitsResponses, GetOrgResponses, GetOrgSubscriptionData, GetOrgSubscriptionErrors, GetOrgSubscriptionResponses, GetOrgUpcomingInvoiceData, GetOrgUpcomingInvoiceErrors, GetOrgUpcomingInvoiceResponses, GetOrgUsageData, GetOrgUsageErrors, GetOrgUsageResponses, GetPasswordPolicyData, GetPasswordPolicyErrors, GetPasswordPolicyResponses, GetServiceOfferingsData, GetServiceOfferingsErrors, GetServiceOfferingsResponses, GetServiceStatusData, GetServiceStatusResponses, GetSubgraphInfoData, GetSubgraphInfoErrors, GetSubgraphInfoResponses, GetSubgraphQuotaData, GetSubgraphQuotaErrors, GetSubgraphQuotaResponses, HandleHttpGetExtensionsGraphIdGraphqlGetData, HandleHttpGetExtensionsGraphIdGraphqlGetErrors, HandleHttpGetExtensionsGraphIdGraphqlGetResponses, HandleHttpPostExtensionsGraphIdGraphqlPostData, HandleHttpPostExtensionsGraphIdGraphqlPostErrors, HandleHttpPostExtensionsGraphIdGraphqlPostResponses, InitOAuthData, InitOAuthErrors, InitOAuthResponses, InviteOrgMemberData, InviteOrgMemberErrors, InviteOrgMemberResponses, ListAgentsData, ListAgentsErrors, ListAgentsResponses, ListBackupsData, ListBackupsErrors, ListBackupsResponses, ListConnectionsData, ListConnectionsErrors, ListConnectionsResponses, ListCreditTransactionsData, ListCreditTransactionsErrors, ListCreditTransactionsResponses, ListDocumentsData, ListDocumentsErrors, ListDocumentsResponses, ListFilesData, ListFilesErrors, ListFilesResponses, ListMcpToolsData, ListMcpToolsErrors, ListMcpToolsResponses, ListOrgGraphsData, ListOrgGraphsErrors, ListOrgGraphsResponses, ListOrgInvoicesData, ListOrgInvoicesErrors, ListOrgInvoicesResponses, ListOrgMembersData, ListOrgMembersErrors, ListOrgMembersResponses, ListOrgSubscriptionsData, ListOrgSubscriptionsErrors, ListOrgSubscriptionsResponses, ListSubgraphsData, ListSubgraphsErrors, ListSubgraphsResponses, ListTablesData, ListTablesErrors, ListTablesResponses, ListUserApiKeysData, ListUserApiKeysErrors, ListUserApiKeysResponses, ListUserOrgsData, ListUserOrgsErrors, ListUserOrgsResponses, LoginUserData, LoginUserErrors, LoginUserResponses, LogoutUserData, LogoutUserErrors, LogoutUserResponses, OauthCallbackData, OauthCallbackErrors, OauthCallbackResponses, OpAddPublishListMembersData, OpAddPublishListMembersErrors, OpAddPublishListMembersResponses, OpAutoMapElementsData, OpAutoMapElementsErrors, OpAutoMapElementsResponses, OpBuildFactGridData, OpBuildFactGridErrors, OpBuildFactGridResponses, OpChangeTierData, OpChangeTierErrors, OpChangeTierResponses, OpClosePeriodData, OpClosePeriodErrors, OpClosePeriodResponses, OpCreateAgentData, OpCreateAgentErrors, OpCreateAgentResponses, OpCreateBackupData, OpCreateBackupErrors, OpCreateBackupResponses, OpCreateEventBlockData, OpCreateEventBlockErrors, OpCreateEventBlockResponses, OpCreateEventHandlerData, OpCreateEventHandlerErrors, OpCreateEventHandlerResponses, OpCreateInformationBlockData, OpCreateInformationBlockErrors, OpCreateInformationBlockResponses, OpCreateMappingAssociationData, OpCreateMappingAssociationErrors, OpCreateMappingAssociationResponses, OpCreatePortfolioBlockData, OpCreatePortfolioBlockErrors, OpCreatePortfolioBlockResponses, OpCreatePublishListData, OpCreatePublishListErrors, OpCreatePublishListResponses, OpCreateReportData, OpCreateReportErrors, OpCreateReportResponses, OpCreateSecurityData, OpCreateSecurityErrors, OpCreateSecurityResponses, OpCreateSubgraphData, OpCreateSubgraphErrors, OpCreateSubgraphResponses, OpCreateTaxonomyBlockData, OpCreateTaxonomyBlockErrors, OpCreateTaxonomyBlockResponses, OpDeleteInformationBlockData, OpDeleteInformationBlockErrors, OpDeleteInformationBlockResponses, OpDeleteJournalEntryData, OpDeleteJournalEntryErrors, OpDeleteJournalEntryResponses, OpDeleteMappingAssociationData, OpDeleteMappingAssociationErrors, OpDeleteMappingAssociationResponses, OpDeletePortfolioBlockData, OpDeletePortfolioBlockErrors, OpDeletePortfolioBlockResponses, OpDeletePublishListData, OpDeletePublishListErrors, OpDeletePublishListResponses, OpDeleteReportData, OpDeleteReportErrors, OpDeleteReportResponses, OpDeleteSecurityData, OpDeleteSecurityErrors, OpDeleteSecurityResponses, OpDeleteSubgraphData, OpDeleteSubgraphErrors, OpDeleteSubgraphResponses, OpDeleteTaxonomyBlockData, OpDeleteTaxonomyBlockErrors, OpDeleteTaxonomyBlockResponses, OpEvaluateRulesData, OpEvaluateRulesErrors, OpEvaluateRulesResponses, OpFileReportData, OpFileReportErrors, OpFileReportResponses, OpFinancialStatementAnalysisData, OpFinancialStatementAnalysisErrors, OpFinancialStatementAnalysisResponses, OpInitializeLedgerData, OpInitializeLedgerErrors, OpInitializeLedgerResponses, OpLinkEntityTaxonomyData, OpLinkEntityTaxonomyErrors, OpLinkEntityTaxonomyResponses, OpLiveFinancialStatementData, OpLiveFinancialStatementErrors, OpLiveFinancialStatementResponses, OpMaterializeData, OpMaterializeErrors, OpMaterializeResponses, OpPreviewEventBlockData, OpPreviewEventBlockErrors, OpPreviewEventBlockResponses, OpRegenerateReportData, OpRegenerateReportErrors, OpRegenerateReportResponses, OpRemovePublishListMemberData, OpRemovePublishListMemberErrors, OpRemovePublishListMemberResponses, OpReopenPeriodData, OpReopenPeriodErrors, OpReopenPeriodResponses, OpRestoreBackupData, OpRestoreBackupErrors, OpRestoreBackupResponses, OpSetCloseTargetData, OpSetCloseTargetErrors, OpSetCloseTargetResponses, OpShareReportData, OpShareReportErrors, OpShareReportResponses, OpTransitionFilingStatusData, OpTransitionFilingStatusErrors, OpTransitionFilingStatusResponses, OpUpdateAgentData, OpUpdateAgentErrors, OpUpdateAgentResponses, OpUpdateEntityData, OpUpdateEntityErrors, OpUpdateEntityResponses, OpUpdateEventBlockData, OpUpdateEventBlockErrors, OpUpdateEventBlockResponses, OpUpdateEventHandlerData, OpUpdateEventHandlerErrors, OpUpdateEventHandlerResponses, OpUpdateInformationBlockData, OpUpdateInformationBlockErrors, OpUpdateInformationBlockResponses, OpUpdateJournalEntryData, OpUpdateJournalEntryErrors, OpUpdateJournalEntryResponses, OpUpdatePortfolioBlockData, OpUpdatePortfolioBlockErrors, OpUpdatePortfolioBlockResponses, OpUpdatePublishListData, OpUpdatePublishListErrors, OpUpdatePublishListResponses, OpUpdateSecurityData, OpUpdateSecurityErrors, OpUpdateSecurityResponses, OpUpdateTaxonomyBlockData, OpUpdateTaxonomyBlockErrors, OpUpdateTaxonomyBlockResponses, QueryTablesData, QueryTablesErrors, QueryTablesResponses, RecommendAgentData, RecommendAgentErrors, RecommendAgentResponses, RefreshAuthSessionData, RefreshAuthSessionErrors, RefreshAuthSessionResponses, RegisterUserData, RegisterUserErrors, RegisterUserResponses, RemoveOrgMemberData, RemoveOrgMemberErrors, RemoveOrgMemberResponses, ResendVerificationEmailData, ResendVerificationEmailErrors, ResendVerificationEmailResponses, ResetPasswordData, ResetPasswordErrors, ResetPasswordResponses, RevokeUserApiKeyData, RevokeUserApiKeyErrors, RevokeUserApiKeyResponses, SearchDocumentsData, SearchDocumentsErrors, SearchDocumentsResponses, SelectGraphData, SelectGraphErrors, SelectGraphResponses, SsoTokenExchangeData, SsoTokenExchangeErrors, SsoTokenExchangeResponses, StreamOperationEventsData, StreamOperationEventsErrors, StreamOperationEventsResponses, SyncConnectionData, SyncConnectionErrors, SyncConnectionResponses, UpdateDocumentData, UpdateDocumentErrors, UpdateDocumentResponses, UpdateFileData, UpdateFileErrors, UpdateFileResponses, UpdateOrgData, UpdateOrgErrors, UpdateOrgMemberRoleData, UpdateOrgMemberRoleErrors, UpdateOrgMemberRoleResponses, UpdateOrgResponses, UpdateUserApiKeyData, UpdateUserApiKeyErrors, UpdateUserApiKeyResponses, UpdateUserData, UpdateUserErrors, UpdateUserPasswordData, UpdateUserPasswordErrors, UpdateUserPasswordResponses, UpdateUserResponses, UploadDocumentData, UploadDocumentErrors, UploadDocumentResponses, ValidateResetTokenData, ValidateResetTokenErrors, ValidateResetTokenResponses, ValidateSchemaData, ValidateSchemaErrors, ValidateSchemaResponses, VerifyEmailData, VerifyEmailErrors, VerifyEmailResponses } from './types.gen';
6
6
 
7
7
  export type Options<TData extends TDataShape = TDataShape, ThrowOnError extends boolean = boolean> = Options2<TData, ThrowOnError> & {
8
8
  /**
@@ -1802,6 +1802,40 @@ export const opShareReport = <ThrowOnError extends boolean = false>(options: Opt
1802
1802
  }
1803
1803
  });
1804
1804
 
1805
+ /**
1806
+ * File Report
1807
+ *
1808
+ * Transitions the Report's filing_status to 'filed' — locks the package. Allowed from 'draft' or 'under_review'. Stamps filed_at + filed_by.
1809
+ *
1810
+ * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
1811
+ */
1812
+ export const opFileReport = <ThrowOnError extends boolean = false>(options: Options<OpFileReportData, ThrowOnError>) => (options.client ?? client).post<OpFileReportResponses, OpFileReportErrors, ThrowOnError>({
1813
+ security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1814
+ url: '/extensions/roboledger/{graph_id}/operations/file-report',
1815
+ ...options,
1816
+ headers: {
1817
+ 'Content-Type': 'application/json',
1818
+ ...options.headers
1819
+ }
1820
+ });
1821
+
1822
+ /**
1823
+ * Transition Filing Status
1824
+ *
1825
+ * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed → archived). Use 'file-report' to reach 'filed' so audit fields land cleanly.
1826
+ *
1827
+ * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
1828
+ */
1829
+ export const opTransitionFilingStatus = <ThrowOnError extends boolean = false>(options: Options<OpTransitionFilingStatusData, ThrowOnError>) => (options.client ?? client).post<OpTransitionFilingStatusResponses, OpTransitionFilingStatusErrors, ThrowOnError>({
1830
+ security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1831
+ url: '/extensions/roboledger/{graph_id}/operations/transition-filing-status',
1832
+ ...options,
1833
+ headers: {
1834
+ 'Content-Type': 'application/json',
1835
+ ...options.headers
1836
+ }
1837
+ });
1838
+
1805
1839
  /**
1806
1840
  * Create Publish List
1807
1841
  *
@@ -1939,15 +1973,15 @@ export const opFinancialStatementAnalysis = <ThrowOnError extends boolean = fals
1939
1973
  });
1940
1974
 
1941
1975
  /**
1942
- * Create Portfolio
1976
+ * Create Portfolio Block
1943
1977
  *
1944
- * Create an investment portfolio within this graph. Portfolios are logical groupings of securities (stocks, notes, warrants) owned by the entity; subsequent positions attach to the portfolio.
1978
+ * Create a portfolio with optional initial positions in a single atomic envelope. Each position references an existing security; this operation never mints securities (use `create-security`). Whole envelope validates before any write.
1945
1979
  *
1946
1980
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
1947
1981
  */
1948
- export const opCreatePortfolio = <ThrowOnError extends boolean = false>(options: Options<OpCreatePortfolioData, ThrowOnError>) => (options.client ?? client).post<OpCreatePortfolioResponses, OpCreatePortfolioErrors, ThrowOnError>({
1982
+ export const opCreatePortfolioBlock = <ThrowOnError extends boolean = false>(options: Options<OpCreatePortfolioBlockData, ThrowOnError>) => (options.client ?? client).post<OpCreatePortfolioBlockResponses, OpCreatePortfolioBlockErrors, ThrowOnError>({
1949
1983
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1950
- url: '/extensions/roboinvestor/{graph_id}/operations/create-portfolio',
1984
+ url: '/extensions/roboinvestor/{graph_id}/operations/create-portfolio-block',
1951
1985
  ...options,
1952
1986
  headers: {
1953
1987
  'Content-Type': 'application/json',
@@ -1956,15 +1990,15 @@ export const opCreatePortfolio = <ThrowOnError extends boolean = false>(options:
1956
1990
  });
1957
1991
 
1958
1992
  /**
1959
- * Update Portfolio
1993
+ * Update Portfolio Block
1960
1994
  *
1961
- * Update mutable fields on a portfolio (name, description, strategy, inception_date, base_currency). Unset fields are ignored — partial updates are explicit.
1995
+ * Patch portfolio fields and apply position deltas (`add` / `update` / `dispose`) atomically. Partial failures roll back.
1962
1996
  *
1963
1997
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
1964
1998
  */
1965
- export const opUpdatePortfolio = <ThrowOnError extends boolean = false>(options: Options<OpUpdatePortfolioData, ThrowOnError>) => (options.client ?? client).post<OpUpdatePortfolioResponses, OpUpdatePortfolioErrors, ThrowOnError>({
1999
+ export const opUpdatePortfolioBlock = <ThrowOnError extends boolean = false>(options: Options<OpUpdatePortfolioBlockData, ThrowOnError>) => (options.client ?? client).post<OpUpdatePortfolioBlockResponses, OpUpdatePortfolioBlockErrors, ThrowOnError>({
1966
2000
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1967
- url: '/extensions/roboinvestor/{graph_id}/operations/update-portfolio',
2001
+ url: '/extensions/roboinvestor/{graph_id}/operations/update-portfolio-block',
1968
2002
  ...options,
1969
2003
  headers: {
1970
2004
  'Content-Type': 'application/json',
@@ -1973,15 +2007,15 @@ export const opUpdatePortfolio = <ThrowOnError extends boolean = false>(options:
1973
2007
  });
1974
2008
 
1975
2009
  /**
1976
- * Delete Portfolio
2010
+ * Delete Portfolio Block
1977
2011
  *
1978
- * Hard-delete a portfolio. Returns 409 if the portfolio has active positions — dispose (soft-delete) them first.
2012
+ * Cascade-delete the portfolio plus all of its positions. When active positions exist, the request must include `confirm_active_positions: true` safety belt to prevent accidental cascade. Disposed-only portfolios delete without the flag.
1979
2013
  *
1980
2014
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
1981
2015
  */
1982
- export const opDeletePortfolio = <ThrowOnError extends boolean = false>(options: Options<OpDeletePortfolioData, ThrowOnError>) => (options.client ?? client).post<OpDeletePortfolioResponses, OpDeletePortfolioErrors, ThrowOnError>({
2016
+ export const opDeletePortfolioBlock = <ThrowOnError extends boolean = false>(options: Options<OpDeletePortfolioBlockData, ThrowOnError>) => (options.client ?? client).post<OpDeletePortfolioBlockResponses, OpDeletePortfolioBlockErrors, ThrowOnError>({
1983
2017
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1984
- url: '/extensions/roboinvestor/{graph_id}/operations/delete-portfolio',
2018
+ url: '/extensions/roboinvestor/{graph_id}/operations/delete-portfolio-block',
1985
2019
  ...options,
1986
2020
  headers: {
1987
2021
  'Content-Type': 'application/json',
@@ -2039,54 +2073,3 @@ export const opDeleteSecurity = <ThrowOnError extends boolean = false>(options:
2039
2073
  ...options.headers
2040
2074
  }
2041
2075
  });
2042
-
2043
- /**
2044
- * Create Position
2045
- *
2046
- * Open a position in a security within a portfolio. One active position per (portfolio, security) pair — creating a second active position returns 409. Dispose an existing position via `delete-position` before opening a new one.
2047
- *
2048
- * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
2049
- */
2050
- export const opCreatePosition = <ThrowOnError extends boolean = false>(options: Options<OpCreatePositionData, ThrowOnError>) => (options.client ?? client).post<OpCreatePositionResponses, OpCreatePositionErrors, ThrowOnError>({
2051
- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
2052
- url: '/extensions/roboinvestor/{graph_id}/operations/create-position',
2053
- ...options,
2054
- headers: {
2055
- 'Content-Type': 'application/json',
2056
- ...options.headers
2057
- }
2058
- });
2059
-
2060
- /**
2061
- * Update Position
2062
- *
2063
- * Update mutable fields on a position (quantity, cost basis, valuation, notes, status). Use `delete-position` for soft disposal instead of setting `status` manually.
2064
- *
2065
- * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
2066
- */
2067
- export const opUpdatePosition = <ThrowOnError extends boolean = false>(options: Options<OpUpdatePositionData, ThrowOnError>) => (options.client ?? client).post<OpUpdatePositionResponses, OpUpdatePositionErrors, ThrowOnError>({
2068
- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
2069
- url: '/extensions/roboinvestor/{graph_id}/operations/update-position',
2070
- ...options,
2071
- headers: {
2072
- 'Content-Type': 'application/json',
2073
- ...options.headers
2074
- }
2075
- });
2076
-
2077
- /**
2078
- * Delete Position
2079
- *
2080
- * Soft-delete the position (`status='disposed'`). Historical holding records referencing it remain valid.
2081
- *
2082
- * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
2083
- */
2084
- export const opDeletePosition = <ThrowOnError extends boolean = false>(options: Options<OpDeletePositionData, ThrowOnError>) => (options.client ?? client).post<OpDeletePositionResponses, OpDeletePositionErrors, ThrowOnError>({
2085
- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
2086
- url: '/extensions/roboinvestor/{graph_id}/operations/delete-position',
2087
- ...options,
2088
- headers: {
2089
- 'Content-Type': 'application/json',
2090
- ...options.headers
2091
- }
2092
- });