@robosystems/client 0.3.7 → 0.3.8

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.
package/sdk.gen.js CHANGED
@@ -2,9 +2,9 @@
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  // This file is auto-generated by @hey-api/openapi-ts
3
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  Object.defineProperty(exports, "__esModule", { value: true });
4
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  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;
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- 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.uploadDocumentsBulk = 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;
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- exports.opUpdatePublishList = exports.opCreatePublishList = exports.opShareReport = exports.opDeleteReport = exports.opRegenerateReport = exports.opCreateReport = exports.opAutoMapElements = exports.opDeleteSchedule = exports.opUpdateSchedule = exports.opReverseJournalEntry = exports.opDeleteJournalEntry = exports.opUpdateJournalEntry = exports.opCreateJournalEntry = exports.opCreateTransaction = exports.opDeleteAssociation = exports.opUpdateAssociation = exports.opCreateAssociations = exports.opDeleteElement = exports.opUpdateElement = exports.opCreateElement = exports.opDeleteStructure = exports.opUpdateStructure = exports.opLinkEntityTaxonomy = exports.opDeleteTaxonomy = exports.opUpdateTaxonomy = exports.opDeleteMappingAssociation = exports.opCreateMappingAssociation = exports.opCreateStructure = exports.opCreateTaxonomy = exports.opCreateManualClosingEntry = exports.opCreateClosingEntry = exports.opTruncateSchedule = exports.opCreateSchedule = exports.opReopenPeriod = exports.opClosePeriod = exports.opSetCloseTarget = exports.opInitializeLedger = exports.opUpdateEntity = exports.handleHttpPostExtensionsGraphIdGraphqlPost = exports.handleHttpGetExtensionsGraphIdGraphqlGet = exports.getCheckoutStatus = exports.createCheckoutSession = exports.getOrgUpcomingInvoice = exports.listOrgInvoices = exports.cancelOrgSubscription = exports.getOrgSubscription = exports.listOrgSubscriptions = exports.createPortalSession = exports.getOrgBillingCustomer = exports.cancelOperation = void 0;
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- exports.opDeletePosition = exports.opUpdatePosition = exports.opCreatePosition = exports.opDeleteSecurity = exports.opUpdateSecurity = exports.opCreateSecurity = exports.opDeletePortfolio = exports.opUpdatePortfolio = exports.opCreatePortfolio = exports.opBuildFactGrid = exports.opRemovePublishListMember = exports.opAddPublishListMembers = exports.opDeletePublishList = void 0;
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+ 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;
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+ exports.opDeletePublishList = exports.opUpdatePublishList = exports.opCreatePublishList = exports.opShareReport = exports.opDeleteReport = exports.opRegenerateReport = exports.opCreateReport = exports.opAutoMapElements = exports.opCreateMappingAssociation = exports.opDeleteSchedule = exports.opUpdateSchedule = exports.opCreateManualClosingEntry = exports.opCreateClosingEntry = exports.opTruncateSchedule = exports.opCreateSchedule = exports.opReverseJournalEntry = exports.opDeleteJournalEntry = exports.opUpdateJournalEntry = exports.opCreateJournalEntry = exports.opCreateTransaction = exports.opDeleteAssociation = exports.opUpdateAssociation = exports.opCreateAssociations = exports.opDeleteElement = exports.opUpdateElement = exports.opCreateElement = exports.opDeleteStructure = exports.opUpdateStructure = exports.opLinkEntityTaxonomy = exports.opDeleteTaxonomy = exports.opUpdateTaxonomy = exports.opDeleteMappingAssociation = exports.opCreateStructure = exports.opCreateTaxonomy = exports.opReopenPeriod = exports.opClosePeriod = exports.opSetCloseTarget = exports.opInitializeLedger = exports.opUpdateEntity = exports.handleHttpPostExtensionsGraphIdGraphqlPost = exports.handleHttpGetExtensionsGraphIdGraphqlGet = exports.getCheckoutStatus = exports.createCheckoutSession = exports.getOrgUpcomingInvoice = exports.listOrgInvoices = exports.cancelOrgSubscription = exports.getOrgSubscription = exports.listOrgSubscriptions = exports.createPortalSession = exports.getOrgBillingCustomer = void 0;
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+ exports.opDeletePosition = exports.opUpdatePosition = exports.opCreatePosition = exports.opDeleteSecurity = exports.opUpdateSecurity = exports.opCreateSecurity = exports.opDeletePortfolio = exports.opUpdatePortfolio = exports.opCreatePortfolio = exports.opFinancialStatementAnalysis = exports.opBuildFactGrid = exports.opLiveFinancialStatement = exports.opRemovePublishListMember = exports.opAddPublishListMembers = void 0;
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  const client_gen_1 = require("./client.gen");
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  /**
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  * Register New User
@@ -901,21 +901,6 @@ const updateDocument = (options) => (options.client ?? client_gen_1.client).put(
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  }
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  });
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  exports.updateDocument = updateDocument;
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- /**
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- * Bulk Upload Documents
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- *
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- * Upload up to 50 documents at once. Partial success is supported — check the errors array in the response.
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- */
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- const uploadDocumentsBulk = (options) => (options.client ?? client_gen_1.client).post({
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- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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- url: '/v1/graphs/{graph_id}/documents/bulk',
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- ...options,
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- headers: {
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- 'Content-Type': 'application/json',
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- ...options.headers
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- }
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- });
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- exports.uploadDocumentsBulk = uploadDocumentsBulk;
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  /**
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  * Create Subgraph
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  *
@@ -1397,74 +1382,6 @@ const opReopenPeriod = (options) => (options.client ?? client_gen_1.client).post
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  }
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  });
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  exports.opReopenPeriod = opReopenPeriod;
1400
- /**
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- * Create Schedule
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- *
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- * Creates a schedule and pre-generates monthly amortization facts spanning the period range.
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- *
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- * **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.
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- */
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- const opCreateSchedule = (options) => (options.client ?? client_gen_1.client).post({
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- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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- url: '/extensions/roboledger/{graph_id}/operations/create-schedule',
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- ...options,
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- headers: {
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- 'Content-Type': 'application/json',
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- ...options.headers
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- }
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- });
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- exports.opCreateSchedule = opCreateSchedule;
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- /**
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- * Truncate Schedule (End Early)
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- *
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- * Ends a schedule early by deleting forward facts and any stale draft closing entries past the cutoff.
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- *
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- * **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.
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- */
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- const opTruncateSchedule = (options) => (options.client ?? client_gen_1.client).post({
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- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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- url: '/extensions/roboledger/{graph_id}/operations/truncate-schedule',
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- ...options,
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- headers: {
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- 'Content-Type': 'application/json',
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- ...options.headers
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- }
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- });
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- exports.opTruncateSchedule = opTruncateSchedule;
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- /**
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- * Create Closing Entry
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- *
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- * Creates a draft closing entry pre-populated from a schedule's facts for the given period.
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- *
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- * **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.
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- */
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- const opCreateClosingEntry = (options) => (options.client ?? client_gen_1.client).post({
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- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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- url: '/extensions/roboledger/{graph_id}/operations/create-closing-entry',
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- ...options,
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- headers: {
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- 'Content-Type': 'application/json',
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- ...options.headers
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- }
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- });
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- exports.opCreateClosingEntry = opCreateClosingEntry;
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- /**
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- * Create Manual Closing Entry
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- *
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- * Creates a draft closing entry with manually specified amounts — not tied to a schedule.
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- *
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- * **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.
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- */
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- const opCreateManualClosingEntry = (options) => (options.client ?? client_gen_1.client).post({
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- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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- url: '/extensions/roboledger/{graph_id}/operations/create-manual-closing-entry',
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- ...options,
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- headers: {
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- 'Content-Type': 'application/json',
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- ...options.headers
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- }
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- });
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- exports.opCreateManualClosingEntry = opCreateManualClosingEntry;
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  /**
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  * Create Taxonomy
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  *
@@ -1499,23 +1416,6 @@ const opCreateStructure = (options) => (options.client ?? client_gen_1.client).p
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  }
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  });
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  exports.opCreateStructure = opCreateStructure;
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- /**
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- * Create Mapping Association
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- *
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- * Links a chart-of-accounts element to a reporting concept (CoA element → US GAAP concept).
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- *
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- * **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.
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- */
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- const opCreateMappingAssociation = (options) => (options.client ?? client_gen_1.client).post({
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- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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- url: '/extensions/roboledger/{graph_id}/operations/create-mapping-association',
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- ...options,
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- headers: {
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- 'Content-Type': 'application/json',
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- ...options.headers
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- }
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- });
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- exports.opCreateMappingAssociation = opCreateMappingAssociation;
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  /**
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  * Delete Mapping Association
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  *
@@ -1805,6 +1705,74 @@ const opReverseJournalEntry = (options) => (options.client ?? client_gen_1.clien
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  }
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  });
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  exports.opReverseJournalEntry = opReverseJournalEntry;
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+ /**
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+ * Create Schedule
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+ *
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+ * Create a schedule and pre-generate monthly amortization facts spanning the period range. `entry_template` defines the debit/credit elements used by `create-closing-entry` each period.
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+ *
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+ * **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.
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+ */
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+ const opCreateSchedule = (options) => (options.client ?? client_gen_1.client).post({
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+ security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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+ url: '/extensions/roboledger/{graph_id}/operations/create-schedule',
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+ ...options,
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+ headers: {
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+ 'Content-Type': 'application/json',
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+ ...options.headers
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+ }
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+ });
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+ exports.opCreateSchedule = opCreateSchedule;
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+ /**
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+ * Truncate Schedule (End Early)
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+ *
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+ * End a schedule early by deleting forward facts and any stale draft closing entries past the cutoff. Historical facts and posted entries are preserved. Use this when a business event (asset disposal, contract cancellation) shortens the schedule's lifespan.
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+ *
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+ * **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.
1731
+ */
1732
+ const opTruncateSchedule = (options) => (options.client ?? client_gen_1.client).post({
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+ security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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+ url: '/extensions/roboledger/{graph_id}/operations/truncate-schedule',
1735
+ ...options,
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+ headers: {
1737
+ 'Content-Type': 'application/json',
1738
+ ...options.headers
1739
+ }
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+ });
1741
+ exports.opTruncateSchedule = opTruncateSchedule;
1742
+ /**
1743
+ * Create Closing Entry
1744
+ *
1745
+ * Create a draft closing entry pre-populated from a schedule's facts for the given period. Idempotent — safe to call repeatedly; the `outcome` field describes what happened (`created`, `unchanged`, `regenerated`, `removed`, `skipped`).
1746
+ *
1747
+ * **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.
1748
+ */
1749
+ const opCreateClosingEntry = (options) => (options.client ?? client_gen_1.client).post({
1750
+ security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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+ url: '/extensions/roboledger/{graph_id}/operations/create-closing-entry',
1752
+ ...options,
1753
+ headers: {
1754
+ 'Content-Type': 'application/json',
1755
+ ...options.headers
1756
+ }
1757
+ });
1758
+ exports.opCreateClosingEntry = opCreateClosingEntry;
1759
+ /**
1760
+ * Create Manual Closing Entry
1761
+ *
1762
+ * Create a draft closing entry with manually specified line items — not tied to a schedule. Use for one-off business events (asset disposal, correcting entry, impairment). Total debits must equal total credits.
1763
+ *
1764
+ * **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.
1765
+ */
1766
+ const opCreateManualClosingEntry = (options) => (options.client ?? client_gen_1.client).post({
1767
+ security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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+ url: '/extensions/roboledger/{graph_id}/operations/create-manual-closing-entry',
1769
+ ...options,
1770
+ headers: {
1771
+ 'Content-Type': 'application/json',
1772
+ ...options.headers
1773
+ }
1774
+ });
1775
+ exports.opCreateManualClosingEntry = opCreateManualClosingEntry;
1808
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  /**
1809
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  * Update Schedule
1810
1778
  *
@@ -1839,6 +1807,23 @@ const opDeleteSchedule = (options) => (options.client ?? client_gen_1.client).po
1839
1807
  }
1840
1808
  });
1841
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  exports.opDeleteSchedule = opDeleteSchedule;
1810
+ /**
1811
+ * Create Mapping Association
1812
+ *
1813
+ * Link a chart-of-accounts element to a US GAAP reporting concept. For bulk associations (presentation/calculation linkbases, 50+ arcs at once) use `create-associations` instead.
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 opCreateMappingAssociation = (options) => (options.client ?? client_gen_1.client).post({
1818
+ security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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+ url: '/extensions/roboledger/{graph_id}/operations/create-mapping-association',
1820
+ ...options,
1821
+ headers: {
1822
+ 'Content-Type': 'application/json',
1823
+ ...options.headers
1824
+ }
1825
+ });
1826
+ exports.opCreateMappingAssociation = opCreateMappingAssociation;
1842
1827
  /**
1843
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  * Auto-Map Elements via AI (async)
1844
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  *
@@ -2009,6 +1994,23 @@ const opRemovePublishListMember = (options) => (options.client ?? client_gen_1.c
2009
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  }
2010
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  });
2011
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  exports.opRemovePublishListMember = opRemovePublishListMember;
1997
+ /**
1998
+ * Live Financial Statement
1999
+ *
2000
+ * Generate an ad-hoc financial statement directly from the tenant's OLTP ledger data using the active CoA→GAAP mapping. This is the authoritative source for RoboLedger entity graphs — no graph materialization required. Rejected on shared-repository graphs; those should use `financial-statement-analysis` instead.
2001
+ *
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.
2003
+ */
2004
+ const opLiveFinancialStatement = (options) => (options.client ?? client_gen_1.client).post({
2005
+ security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
2006
+ url: '/extensions/roboledger/{graph_id}/operations/live-financial-statement',
2007
+ ...options,
2008
+ headers: {
2009
+ 'Content-Type': 'application/json',
2010
+ ...options.headers
2011
+ }
2012
+ });
2013
+ exports.opLiveFinancialStatement = opLiveFinancialStatement;
2012
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  /**
2013
2015
  * Build Fact Grid
2014
2016
  *
@@ -2027,9 +2029,26 @@ const opBuildFactGrid = (options) => (options.client ?? client_gen_1.client).pos
2027
2029
  });
2028
2030
  exports.opBuildFactGrid = opBuildFactGrid;
2029
2031
  /**
2030
- * Create Portfolio
2032
+ * Financial Statement Analysis
2033
+ *
2034
+ * Query a rendered financial statement from the graph-backed XBRL hypercube (Structure → FactSet → Fact). Works on the SEC shared repository today and on any RoboLedger tenant graph whose ledger has been materialized to LadybugDB. For shared-repo graphs, provide `ticker` to auto-resolve the latest filing; for tenant graphs, provide `report_id` explicitly.
2031
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  *
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 opFinancialStatementAnalysis = (options) => (options.client ?? client_gen_1.client).post({
2039
+ security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
2040
+ url: '/extensions/roboledger/{graph_id}/operations/financial-statement-analysis',
2041
+ ...options,
2042
+ headers: {
2043
+ 'Content-Type': 'application/json',
2044
+ ...options.headers
2045
+ }
2046
+ });
2047
+ exports.opFinancialStatementAnalysis = opFinancialStatementAnalysis;
2048
+ /**
2049
+ * Create Portfolio
2032
2050
  *
2051
+ * 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.
2033
2052
  *
2034
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.
2035
2054
  */
@@ -2046,7 +2065,7 @@ exports.opCreatePortfolio = opCreatePortfolio;
2046
2065
  /**
2047
2066
  * Update Portfolio
2048
2067
  *
2049
- *
2068
+ * Update mutable fields on a portfolio (name, description, strategy, inception_date, base_currency). Unset fields are ignored — partial updates are explicit.
2050
2069
  *
2051
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.
2052
2071
  */
@@ -2063,7 +2082,7 @@ exports.opUpdatePortfolio = opUpdatePortfolio;
2063
2082
  /**
2064
2083
  * Delete Portfolio
2065
2084
  *
2066
- * Returns 409 if the portfolio has active positions — dispose them first.
2085
+ * Hard-delete a portfolio. Returns 409 if the portfolio has active positions — dispose (soft-delete) them first.
2067
2086
  *
2068
2087
  * **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.
2069
2088
  */
@@ -2080,7 +2099,7 @@ exports.opDeletePortfolio = opDeletePortfolio;
2080
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  /**
2081
2100
  * Create Security
2082
2101
  *
2083
- *
2102
+ * Register a security (common stock, preferred stock, warrant, convertible note, etc.) owned by this graph's entity. Optionally cross-links to an issuing entity in another graph via `source_graph_id` for mutual-handshake attribution.
2084
2103
  *
2085
2104
  * **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.
2086
2105
  */
@@ -2097,7 +2116,7 @@ exports.opCreateSecurity = opCreateSecurity;
2097
2116
  /**
2098
2117
  * Update Security
2099
2118
  *
2100
- *
2119
+ * Update mutable fields on a security (name, type, subtype, terms, share counts, entity linkage). Unset fields are ignored.
2101
2120
  *
2102
2121
  * **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.
2103
2122
  */
@@ -2114,7 +2133,7 @@ exports.opUpdateSecurity = opUpdateSecurity;
2114
2133
  /**
2115
2134
  * Delete Security
2116
2135
  *
2117
- * Soft-deletes the security (`is_active=false`). Historical positions referencing it remain valid.
2136
+ * Soft-delete the security (`is_active=false`). Historical positions referencing it remain valid.
2118
2137
  *
2119
2138
  * **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.
2120
2139
  */
@@ -2131,7 +2150,7 @@ exports.opDeleteSecurity = opDeleteSecurity;
2131
2150
  /**
2132
2151
  * Create Position
2133
2152
  *
2134
- * Returns 409 if an active position for this security already exists in the portfolio.
2153
+ * 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.
2135
2154
  *
2136
2155
  * **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.
2137
2156
  */
@@ -2148,7 +2167,7 @@ exports.opCreatePosition = opCreatePosition;
2148
2167
  /**
2149
2168
  * Update Position
2150
2169
  *
2151
- *
2170
+ * Update mutable fields on a position (quantity, cost basis, valuation, notes, status). Use `delete-position` for soft disposal instead of setting `status` manually.
2152
2171
  *
2153
2172
  * **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.
2154
2173
  */
@@ -2165,7 +2184,7 @@ exports.opUpdatePosition = opUpdatePosition;
2165
2184
  /**
2166
2185
  * Delete Position
2167
2186
  *
2168
- * Soft-deletes the position (`is_active=false`). Historical holding records referencing it remain valid.
2187
+ * Soft-delete the position (`status='disposed'`). Historical holding records referencing it remain valid.
2169
2188
  *
2170
2189
  * **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.
2171
2190
  */