lusid-sdk 2.0.455__py3-none-any.whl → 2.0.470__py3-none-any.whl

lusid/__init__.py

@@ -71,6 +71,7 @@ from lusid.api.scopes_api import ScopesApi
 from lusid.api.scripted_translation_api import ScriptedTranslationApi
 from lusid.api.search_api import SearchApi
 from lusid.api.sequences_api import SequencesApi
+from lusid.api.staging_rule_set_api import StagingRuleSetApi
 from lusid.api.structured_result_data_api import StructuredResultDataApi
 from lusid.api.system_configuration_api import SystemConfigurationApi
 from lusid.api.tax_rule_sets_api import TaxRuleSetsApi
@@ -273,6 +274,7 @@ from lusid.models.create_relation_request import CreateRelationRequest
 from lusid.models.create_relationship_definition_request import CreateRelationshipDefinitionRequest
 from lusid.models.create_relationship_request import CreateRelationshipRequest
 from lusid.models.create_sequence_request import CreateSequenceRequest
+from lusid.models.create_staging_rule_set_request import CreateStagingRuleSetRequest
 from lusid.models.create_tax_rule_set_request import CreateTaxRuleSetRequest
 from lusid.models.create_trade_tickets_response import CreateTradeTicketsResponse
 from lusid.models.create_transaction_portfolio_request import CreateTransactionPortfolioRequest
@@ -625,6 +627,7 @@ from lusid.models.paged_resource_list_of_reconciliation import PagedResourceList
 from lusid.models.paged_resource_list_of_reference_list_response import PagedResourceListOfReferenceListResponse
 from lusid.models.paged_resource_list_of_relationship_definition import PagedResourceListOfRelationshipDefinition
 from lusid.models.paged_resource_list_of_sequence_definition import PagedResourceListOfSequenceDefinition
+from lusid.models.paged_resource_list_of_staging_rule_set import PagedResourceListOfStagingRuleSet
 from lusid.models.paged_resource_list_of_transaction_template import PagedResourceListOfTransactionTemplate
 from lusid.models.paged_resource_list_of_transaction_template_specification import PagedResourceListOfTransactionTemplateSpecification
 from lusid.models.paged_resource_list_of_translation_script_id import PagedResourceListOfTranslationScriptId
@@ -837,6 +840,7 @@ from lusid.models.set_legal_entity_identifiers_request import SetLegalEntityIden
 from lusid.models.set_legal_entity_properties_request import SetLegalEntityPropertiesRequest
 from lusid.models.set_person_identifiers_request import SetPersonIdentifiersRequest
 from lusid.models.set_person_properties_request import SetPersonPropertiesRequest
+from lusid.models.set_share_class_instruments_request import SetShareClassInstrumentsRequest
 from lusid.models.set_transaction_configuration_alias import SetTransactionConfigurationAlias
 from lusid.models.set_transaction_configuration_source_request import SetTransactionConfigurationSourceRequest
 from lusid.models.side_configuration_data import SideConfigurationData
@@ -847,6 +851,10 @@ from lusid.models.sides_definition_request import SidesDefinitionRequest
 from lusid.models.simple_cash_flow_loan import SimpleCashFlowLoan
 from lusid.models.simple_instrument import SimpleInstrument
 from lusid.models.sort_order import SortOrder
+from lusid.models.staging_rule import StagingRule
+from lusid.models.staging_rule_approval_criteria import StagingRuleApprovalCriteria
+from lusid.models.staging_rule_match_criteria import StagingRuleMatchCriteria
+from lusid.models.staging_rule_set import StagingRuleSet
 from lusid.models.step_schedule import StepSchedule
 from lusid.models.stock_split_event import StockSplitEvent
 from lusid.models.stream import Stream
@@ -932,6 +940,7 @@ from lusid.models.update_portfolio_request import UpdatePortfolioRequest
 from lusid.models.update_property_definition_request import UpdatePropertyDefinitionRequest
 from lusid.models.update_reconciliation_request import UpdateReconciliationRequest
 from lusid.models.update_relationship_definition_request import UpdateRelationshipDefinitionRequest
+from lusid.models.update_staging_rule_set_request import UpdateStagingRuleSetRequest
 from lusid.models.update_tax_rule_set_request import UpdateTaxRuleSetRequest
 from lusid.models.update_unit_request import UpdateUnitRequest
 from lusid.models.upsert_cds_flow_conventions_request import UpsertCdsFlowConventionsRequest
@@ -1071,6 +1080,7 @@ __all__ = [
     "ScriptedTranslationApi",
     "SearchApi",
     "SequencesApi",
+    "StagingRuleSetApi",
     "StructuredResultDataApi",
     "SystemConfigurationApi",
     "TaxRuleSetsApi",
@@ -1263,6 +1273,7 @@ __all__ = [
     "CreateRelationshipDefinitionRequest",
     "CreateRelationshipRequest",
     "CreateSequenceRequest",
+    "CreateStagingRuleSetRequest",
     "CreateTaxRuleSetRequest",
     "CreateTradeTicketsResponse",
     "CreateTransactionPortfolioRequest",
@@ -1615,6 +1626,7 @@ __all__ = [
     "PagedResourceListOfReferenceListResponse",
     "PagedResourceListOfRelationshipDefinition",
     "PagedResourceListOfSequenceDefinition",
+    "PagedResourceListOfStagingRuleSet",
     "PagedResourceListOfTransactionTemplate",
     "PagedResourceListOfTransactionTemplateSpecification",
     "PagedResourceListOfTranslationScriptId",
@@ -1827,6 +1839,7 @@ __all__ = [
     "SetLegalEntityPropertiesRequest",
     "SetPersonIdentifiersRequest",
     "SetPersonPropertiesRequest",
+    "SetShareClassInstrumentsRequest",
     "SetTransactionConfigurationAlias",
     "SetTransactionConfigurationSourceRequest",
     "SideConfigurationData",
@@ -1837,6 +1850,10 @@ __all__ = [
     "SimpleCashFlowLoan",
     "SimpleInstrument",
     "SortOrder",
+    "StagingRule",
+    "StagingRuleApprovalCriteria",
+    "StagingRuleMatchCriteria",
+    "StagingRuleSet",
     "StepSchedule",
     "StockSplitEvent",
     "Stream",
@@ -1922,6 +1939,7 @@ __all__ = [
     "UpdatePropertyDefinitionRequest",
     "UpdateReconciliationRequest",
     "UpdateRelationshipDefinitionRequest",
+    "UpdateStagingRuleSetRequest",
     "UpdateTaxRuleSetRequest",
     "UpdateUnitRequest",
     "UpsertCdsFlowConventionsRequest",

lusid/api/__init__.py

@@ -55,6 +55,7 @@ from lusid.api.scopes_api import ScopesApi
 from lusid.api.scripted_translation_api import ScriptedTranslationApi
 from lusid.api.search_api import SearchApi
 from lusid.api.sequences_api import SequencesApi
+from lusid.api.staging_rule_set_api import StagingRuleSetApi
 from lusid.api.structured_result_data_api import StructuredResultDataApi
 from lusid.api.system_configuration_api import SystemConfigurationApi
 from lusid.api.tax_rule_sets_api import TaxRuleSetsApi
@@ -119,6 +120,7 @@ __all__ = [
     "ScriptedTranslationApi",
     "SearchApi",
     "SequencesApi",
+    "StagingRuleSetApi",
     "StructuredResultDataApi",
     "SystemConfigurationApi",
     "TaxRuleSetsApi",

lusid/api/funds_api.py

@@ -32,6 +32,7 @@ from lusid.models.fund_properties import FundProperties
 from lusid.models.fund_request import FundRequest
 from lusid.models.model_property import ModelProperty
 from lusid.models.paged_resource_list_of_fund import PagedResourceListOfFund
+from lusid.models.set_share_class_instruments_request import SetShareClassInstrumentsRequest
 
 from lusid.api_client import ApiClient
 from lusid.api_response import ApiResponse
@@ -769,6 +770,180 @@ class FundsApi:
             collection_formats=_collection_formats,
             _request_auth=_params.get('_request_auth'))
 
+    @overload
+    async def set_share_class_instruments(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the Fund.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the Fund.")], set_share_class_instruments_request : Annotated[SetShareClassInstrumentsRequest, Field(..., description="The scopes and instrument identifiers for the instruments to be set.")], **kwargs) -> Fund:  # noqa: E501
+        ...
+
+    @overload
+    def set_share_class_instruments(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the Fund.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the Fund.")], set_share_class_instruments_request : Annotated[SetShareClassInstrumentsRequest, Field(..., description="The scopes and instrument identifiers for the instruments to be set.")], async_req: Optional[bool]=True, **kwargs) -> Fund:  # noqa: E501
+        ...
+
+    @validate_arguments
+    def set_share_class_instruments(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the Fund.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the Fund.")], set_share_class_instruments_request : Annotated[SetShareClassInstrumentsRequest, Field(..., description="The scopes and instrument identifiers for the instruments to be set.")], async_req: Optional[bool]=None, **kwargs) -> Union[Fund, Awaitable[Fund]]:  # noqa: E501
+        """[EXPERIMENTAL] SetShareClassInstruments: Set the ShareClass Instruments on a fund.  # noqa: E501
+
+        Update the ShareClass Instruments on an existing fund with the set of instruments provided.  # noqa: E501
+        This method makes a synchronous HTTP request by default. To make an
+        asynchronous HTTP request, please pass async_req=True
+
+        >>> thread = api.set_share_class_instruments(scope, code, set_share_class_instruments_request, async_req=True)
+        >>> result = thread.get()
+
+        :param scope: The scope of the Fund. (required)
+        :type scope: str
+        :param code: The code of the Fund. (required)
+        :type code: str
+        :param set_share_class_instruments_request: The scopes and instrument identifiers for the instruments to be set. (required)
+        :type set_share_class_instruments_request: SetShareClassInstrumentsRequest
+        :param async_req: Whether to execute the request asynchronously.
+        :type async_req: bool, optional
+        :param _request_timeout: timeout setting for this request.
+               If one number provided, it will be total request
+               timeout. It can also be a pair (tuple) of
+               (connection, read) timeouts.
+        :return: Returns the result object.
+                 If the method is called asynchronously,
+                 returns the request thread.
+        :rtype: Fund
+        """
+        kwargs['_return_http_data_only'] = True
+        if '_preload_content' in kwargs:
+            message = "Error! Please call the set_share_class_instruments_with_http_info method with `_preload_content` instead and obtain raw data from ApiResponse.raw_data"  # noqa: E501
+            raise ValueError(message)
+        if async_req is not None:
+            kwargs['async_req'] = async_req
+        return self.set_share_class_instruments_with_http_info(scope, code, set_share_class_instruments_request, **kwargs)  # noqa: E501
+
+    @validate_arguments
+    def set_share_class_instruments_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the Fund.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the Fund.")], set_share_class_instruments_request : Annotated[SetShareClassInstrumentsRequest, Field(..., description="The scopes and instrument identifiers for the instruments to be set.")], **kwargs) -> ApiResponse:  # noqa: E501
+        """[EXPERIMENTAL] SetShareClassInstruments: Set the ShareClass Instruments on a fund.  # noqa: E501
+
+        Update the ShareClass Instruments on an existing fund with the set of instruments provided.  # noqa: E501
+        This method makes a synchronous HTTP request by default. To make an
+        asynchronous HTTP request, please pass async_req=True
+
+        >>> thread = api.set_share_class_instruments_with_http_info(scope, code, set_share_class_instruments_request, async_req=True)
+        >>> result = thread.get()
+
+        :param scope: The scope of the Fund. (required)
+        :type scope: str
+        :param code: The code of the Fund. (required)
+        :type code: str
+        :param set_share_class_instruments_request: The scopes and instrument identifiers for the instruments to be set. (required)
+        :type set_share_class_instruments_request: SetShareClassInstrumentsRequest
+        :param async_req: Whether to execute the request asynchronously.
+        :type async_req: bool, optional
+        :param _preload_content: if False, the ApiResponse.data will
+                                 be set to none and raw_data will store the
+                                 HTTP response body without reading/decoding.
+                                 Default is True.
+        :type _preload_content: bool, optional
+        :param _return_http_data_only: response data instead of ApiResponse
+                                       object with status code, headers, etc
+        :type _return_http_data_only: bool, optional
+        :param _request_timeout: timeout setting for this request. If one
+                                 number provided, it will be total request
+                                 timeout. It can also be a pair (tuple) of
+                                 (connection, read) timeouts.
+        :param _request_auth: set to override the auth_settings for an a single
+                              request; this effectively ignores the authentication
+                              in the spec for a single request.
+        :type _request_auth: dict, optional
+        :type _content_type: string, optional: force content-type for the request
+        :return: Returns the result object.
+                 If the method is called asynchronously,
+                 returns the request thread.
+        :rtype: tuple(Fund, status_code(int), headers(HTTPHeaderDict))
+        """
+
+        _params = locals()
+
+        _all_params = [
+            'scope',
+            'code',
+            'set_share_class_instruments_request'
+        ]
+        _all_params.extend(
+            [
+                'async_req',
+                '_return_http_data_only',
+                '_preload_content',
+                '_request_timeout',
+                '_request_auth',
+                '_content_type',
+                '_headers'
+            ]
+        )
+
+        # validate the arguments
+        for _key, _val in _params['kwargs'].items():
+            if _key not in _all_params:
+                raise ApiTypeError(
+                    "Got an unexpected keyword argument '%s'"
+                    " to method set_share_class_instruments" % _key
+                )
+            _params[_key] = _val
+        del _params['kwargs']
+
+        _collection_formats = {}
+
+        # process the path parameters
+        _path_params = {}
+        if _params['scope']:
+            _path_params['scope'] = _params['scope']
+
+        if _params['code']:
+            _path_params['code'] = _params['code']
+
+
+        # process the query parameters
+        _query_params = []
+        # process the header parameters
+        _header_params = dict(_params.get('_headers', {}))
+        # process the form parameters
+        _form_params = []
+        _files = {}
+        # process the body parameter
+        _body_params = None
+        if _params['set_share_class_instruments_request'] is not None:
+            _body_params = _params['set_share_class_instruments_request']
+
+        # set the HTTP header `Accept`
+        _header_params['Accept'] = self.api_client.select_header_accept(
+            ['text/plain', 'application/json', 'text/json'])  # noqa: E501
+
+        # set the HTTP header `Content-Type`
+        _content_types_list = _params.get('_content_type',
+            self.api_client.select_header_content_type(
+                ['application/json-patch+json', 'application/json', 'text/json', 'application/*+json']))
+        if _content_types_list:
+                _header_params['Content-Type'] = _content_types_list
+
+        # authentication setting
+        _auth_settings = ['oauth2']  # noqa: E501
+
+        _response_types_map = {
+            '201': "Fund",
+            '400': "LusidValidationProblemDetails",
+        }
+
+        return self.api_client.call_api(
+            '/api/funds/{scope}/{code}/shareclasses', 'POST',
+            _path_params,
+            _query_params,
+            _header_params,
+            body=_body_params,
+            post_params=_form_params,
+            files=_files,
+            response_types_map=_response_types_map,
+            auth_settings=_auth_settings,
+            async_req=_params.get('async_req'),
+            _return_http_data_only=_params.get('_return_http_data_only'),  # noqa: E501
+            _preload_content=_params.get('_preload_content', True),
+            _request_timeout=_params.get('_request_timeout'),
+            collection_formats=_collection_formats,
+            _request_auth=_params.get('_request_auth'))
+
     @overload
     async def upsert_fund_properties(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the Fund to update or insert the properties onto.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the Fund to update or insert the properties onto. Together with the scope this uniquely identifies the Fund.")], request_body : Annotated[Optional[Dict[str, ModelProperty]], Field(description="The properties to be updated or inserted onto the Fund. Each property in               the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. \"Fund/Manager/Id\".")] = None, **kwargs) -> FundProperties:  # noqa: E501
         ...