lusid-sdk 2.0.50b0__py3-none-any.whl → 2.0.470__py3-none-any.whl

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  1. lusid/__init__.py +1117 -14
  2. lusid/api/__init__.py +69 -0
  3. lusid/api/abor_api.py +513 -179
  4. lusid/api/abor_configuration_api.py +25 -24
  5. lusid/api/allocations_api.py +12 -20
  6. lusid/api/blocks_api.py +6 -6
  7. lusid/api/calendars_api.py +16 -24
  8. lusid/api/chart_of_accounts_api.py +1745 -441
  9. lusid/api/compliance_api.py +71 -62
  10. lusid/api/configuration_recipe_api.py +1198 -56
  11. lusid/api/corporate_action_sources_api.py +8 -8
  12. lusid/api/custom_entities_api.py +6 -6
  13. lusid/api/cut_label_definitions_api.py +9 -17
  14. lusid/api/data_types_api.py +16 -32
  15. lusid/api/executions_api.py +6 -6
  16. lusid/api/funds_api.py +1119 -0
  17. lusid/api/instrument_event_types_api.py +1287 -0
  18. lusid/api/instruments_api.py +12 -20
  19. lusid/api/legacy_compliance_api.py +12 -12
  20. lusid/api/legal_entities_api.py +12 -12
  21. lusid/api/order_graph_api.py +12 -12
  22. lusid/api/order_instructions_api.py +6 -6
  23. lusid/api/order_management_api.py +495 -14
  24. lusid/api/orders_api.py +16 -24
  25. lusid/api/packages_api.py +6 -6
  26. lusid/api/persons_api.py +16 -24
  27. lusid/api/placements_api.py +12 -12
  28. lusid/api/portfolio_groups_api.py +6 -6
  29. lusid/api/portfolios_api.py +23 -39
  30. lusid/api/property_definitions_api.py +205 -0
  31. lusid/api/queryable_keys_api.py +211 -0
  32. lusid/api/quotes_api.py +20 -36
  33. lusid/api/reconciliations_api.py +410 -1978
  34. lusid/api/schemas_api.py +7 -15
  35. lusid/api/scopes_api.py +151 -0
  36. lusid/api/scripted_translation_api.py +30 -28
  37. lusid/api/staging_rule_set_api.py +885 -0
  38. lusid/api/transaction_configuration_api.py +22 -22
  39. lusid/api/transaction_portfolios_api.py +282 -577
  40. lusid/api_client.py +5 -3
  41. lusid/configuration.py +1 -1
  42. lusid/extensions/__init__.py +10 -7
  43. lusid/extensions/api_client.py +3 -1
  44. lusid/extensions/api_client_factory.py +156 -45
  45. lusid/extensions/api_configuration.py +124 -15
  46. lusid/extensions/configuration_loaders.py +2 -4
  47. lusid/extensions/proxy_config.py +8 -5
  48. lusid/extensions/socket_keep_alive.py +14 -15
  49. lusid/extensions/tcp_keep_alive_connector.py +93 -46
  50. lusid/models/__init__.py +1028 -13
  51. lusid/models/abor.py +9 -2
  52. lusid/models/abor_configuration.py +8 -8
  53. lusid/models/abor_configuration_request.py +9 -9
  54. lusid/models/abor_request.py +1 -1
  55. lusid/models/account.py +6 -1
  56. lusid/models/accumulation_event.py +104 -0
  57. lusid/models/address_key_compliance_parameter.py +5 -12
  58. lusid/models/address_key_list_compliance_parameter.py +3 -3
  59. lusid/models/address_key_option_definition.py +3 -1
  60. lusid/models/amortisation_event.py +4 -6
  61. lusid/models/{underlying_leg.py → asset_leg.py} +15 -15
  62. lusid/models/basket.py +3 -3
  63. lusid/models/block_and_order_id_request.py +78 -0
  64. lusid/models/block_and_orders.py +83 -0
  65. lusid/models/block_and_orders_create_request.py +77 -0
  66. lusid/models/block_and_orders_request.py +134 -0
  67. lusid/models/blocked_order_request.py +130 -0
  68. lusid/models/bond.py +13 -6
  69. lusid/models/bond_coupon_event.py +97 -0
  70. lusid/models/bond_default_event.py +8 -18
  71. lusid/models/bond_principal_event.py +97 -0
  72. lusid/models/book_transactions_request.py +97 -0
  73. lusid/models/bool_compliance_parameter.py +3 -3
  74. lusid/models/bool_list_compliance_parameter.py +3 -3
  75. lusid/models/branch_step.py +101 -0
  76. lusid/models/cap_floor.py +3 -3
  77. lusid/models/cash_dividend_event.py +32 -10
  78. lusid/models/cash_election.py +91 -0
  79. lusid/models/cash_flow_event.py +5 -7
  80. lusid/models/cash_perpetual.py +3 -3
  81. lusid/models/cds_flow_conventions.py +1 -1
  82. lusid/models/cds_index.py +4 -4
  83. lusid/models/check_step.py +110 -0
  84. lusid/models/cleardown_module_details.py +95 -0
  85. lusid/models/cleardown_module_request.py +117 -0
  86. lusid/models/cleardown_module_response.py +139 -0
  87. lusid/models/cleardown_module_rule.py +94 -0
  88. lusid/models/{reconciliation_run_break.py → cleardown_module_rules_updated_response.py} +30 -36
  89. lusid/models/close_event.py +3 -3
  90. lusid/models/close_period_diary_entry_request.py +149 -0
  91. lusid/models/complete_portfolio.py +8 -1
  92. lusid/models/complex_bond.py +4 -4
  93. lusid/models/complex_market_data.py +6 -5
  94. lusid/models/compliance_parameter.py +8 -5
  95. lusid/models/compliance_parameter_type.py +3 -0
  96. lusid/models/compliance_rule_breakdown.py +16 -8
  97. lusid/models/compliance_rule_breakdown_request.py +12 -4
  98. lusid/models/compliance_rule_result_v2.py +85 -0
  99. lusid/models/compliance_step.py +99 -0
  100. lusid/models/compliance_step_type.py +42 -0
  101. lusid/models/compliance_summary_rule_result.py +12 -15
  102. lusid/models/compliance_summary_rule_result_request.py +12 -15
  103. lusid/models/compliance_template_variation.py +12 -2
  104. lusid/models/component_transaction.py +92 -0
  105. lusid/models/composite_dispersion.py +30 -5
  106. lusid/models/compounding.py +4 -4
  107. lusid/models/configuration_recipe.py +10 -19
  108. lusid/models/constant_volatility_surface.py +102 -0
  109. lusid/models/contract_for_difference.py +3 -3
  110. lusid/models/create_derived_property_definition_request.py +3 -3
  111. lusid/models/create_derived_transaction_portfolio_request.py +10 -3
  112. lusid/models/create_property_definition_request.py +12 -5
  113. lusid/models/create_staging_rule_set_request.py +91 -0
  114. lusid/models/create_trade_tickets_response.py +87 -0
  115. lusid/models/create_transaction_portfolio_request.py +16 -3
  116. lusid/models/credit_default_swap.py +4 -4
  117. lusid/models/credit_spread_curve_data.py +4 -4
  118. lusid/models/custom_entity_definition.py +8 -2
  119. lusid/models/custom_entity_type.py +8 -2
  120. lusid/models/cut_label_definition.py +7 -1
  121. lusid/models/data_type.py +7 -1
  122. lusid/models/data_type_summary.py +8 -2
  123. lusid/models/date_time_compliance_parameter.py +3 -3
  124. lusid/models/date_time_list_compliance_parameter.py +3 -3
  125. lusid/models/{upsert_reconciliation_run_request.py → day_month.py} +15 -15
  126. lusid/models/decimal_compliance_parameter.py +3 -3
  127. lusid/models/decimal_list_compliance_parameter.py +3 -3
  128. lusid/models/dialect.py +9 -3
  129. lusid/models/diary_entry.py +1 -1
  130. lusid/models/diary_entry_request.py +1 -1
  131. lusid/models/discount_factor_curve_data.py +3 -3
  132. lusid/models/dividend_option_event.py +129 -0
  133. lusid/models/dividend_reinvestment_event.py +124 -0
  134. lusid/models/election_specification.py +73 -0
  135. lusid/models/eligibility_calculation.py +71 -0
  136. lusid/models/empty_model_options.py +3 -3
  137. lusid/models/equity.py +8 -6
  138. lusid/models/equity_curve_by_prices_data.py +3 -3
  139. lusid/models/equity_model_options.py +3 -3
  140. lusid/models/equity_option.py +3 -3
  141. lusid/models/equity_swap.py +4 -4
  142. lusid/models/equity_vol_surface_data.py +3 -3
  143. lusid/models/exchange_traded_option.py +3 -3
  144. lusid/models/exercise_event.py +5 -7
  145. lusid/models/exotic_instrument.py +3 -3
  146. lusid/models/expiry_event.py +91 -0
  147. lusid/models/filter_predicate_compliance_parameter.py +91 -0
  148. lusid/models/filter_step.py +101 -0
  149. lusid/models/fixed_leg.py +3 -3
  150. lusid/models/fixed_schedule.py +4 -9
  151. lusid/models/flexible_loan.py +105 -0
  152. lusid/models/float_schedule.py +20 -12
  153. lusid/models/floating_leg.py +3 -3
  154. lusid/models/flow_convention_name.py +1 -1
  155. lusid/models/flow_conventions.py +1 -1
  156. lusid/models/forward_rate_agreement.py +3 -3
  157. lusid/models/from_recipe.py +81 -0
  158. lusid/models/fund.py +182 -0
  159. lusid/models/fund_properties.py +115 -0
  160. lusid/models/fund_request.py +165 -0
  161. lusid/models/fund_share_class.py +99 -0
  162. lusid/models/funding_leg.py +3 -3
  163. lusid/models/funding_leg_options.py +3 -3
  164. lusid/models/future.py +3 -3
  165. lusid/models/fx_conventions.py +73 -0
  166. lusid/models/fx_forward.py +8 -6
  167. lusid/models/fx_forward_curve_by_quote_reference.py +4 -4
  168. lusid/models/fx_forward_curve_data.py +3 -3
  169. lusid/models/fx_forward_model_options.py +3 -3
  170. lusid/models/fx_forward_pips_curve_data.py +3 -3
  171. lusid/models/fx_forward_settlement_event.py +136 -0
  172. lusid/models/fx_forward_tenor_curve_data.py +4 -4
  173. lusid/models/fx_forward_tenor_pips_curve_data.py +4 -4
  174. lusid/models/fx_linked_notional_schedule.py +108 -0
  175. lusid/models/fx_option.py +3 -3
  176. lusid/models/fx_rate_schedule.py +3 -3
  177. lusid/models/fx_swap.py +4 -4
  178. lusid/models/fx_vol_surface_data.py +3 -3
  179. lusid/models/{reconciliation_run.py → get_recipe_composer_response.py} +15 -15
  180. lusid/models/group_by_selector_compliance_parameter.py +91 -0
  181. lusid/models/group_by_step.py +101 -0
  182. lusid/models/group_filter_predicate_compliance_parameter.py +91 -0
  183. lusid/models/group_filter_step.py +110 -0
  184. lusid/models/group_of_market_data_key_rules.py +79 -0
  185. lusid/models/index_convention.py +1 -1
  186. lusid/models/index_model_options.py +3 -3
  187. lusid/models/inflation_index_conventions.py +2 -2
  188. lusid/models/inflation_leg.py +3 -3
  189. lusid/models/inflation_linked_bond.py +3 -3
  190. lusid/models/inflation_swap.py +4 -4
  191. lusid/models/informational_error_event.py +3 -3
  192. lusid/models/informational_event.py +4 -6
  193. lusid/models/instrument_event.py +13 -5
  194. lusid/models/instrument_event_configuration.py +74 -0
  195. lusid/models/instrument_event_holder.py +12 -3
  196. lusid/models/instrument_event_type.py +8 -0
  197. lusid/models/instrument_leg.py +3 -3
  198. lusid/models/instrument_list_compliance_parameter.py +3 -3
  199. lusid/models/instrument_payment_diary_leg.py +5 -3
  200. lusid/models/instrument_resolution_detail.py +105 -0
  201. lusid/models/instrument_type.py +2 -0
  202. lusid/models/interest_rate_swap.py +4 -4
  203. lusid/models/interest_rate_swaption.py +3 -3
  204. lusid/models/intermediate_compliance_step.py +110 -0
  205. lusid/models/ir_vol_cube_data.py +3 -3
  206. lusid/models/journal_entry_line.py +34 -3
  207. lusid/models/journal_entry_lines_query_parameters.py +1 -1
  208. lusid/models/label_value_set.py +1 -1
  209. lusid/models/leg_definition.py +16 -3
  210. lusid/models/lineage_member.py +87 -0
  211. lusid/models/lock_period_diary_entry_request.py +91 -0
  212. lusid/models/lusid_instrument.py +7 -5
  213. lusid/models/lusid_trade_ticket.py +8 -1
  214. lusid/models/market_context.py +17 -2
  215. lusid/models/market_data_type.py +1 -0
  216. lusid/models/maturity_event.py +91 -0
  217. lusid/models/model_options.py +5 -6
  218. lusid/models/model_options_type.py +0 -1
  219. lusid/models/model_selection.py +3 -3
  220. lusid/models/move_orders_to_different_blocks_request.py +77 -0
  221. lusid/models/moved_order_to_different_block_response.py +85 -0
  222. lusid/models/movement_type.py +2 -0
  223. lusid/models/multi_currency_amounts.py +71 -0
  224. lusid/models/opaque_market_data.py +3 -3
  225. lusid/models/opaque_model_options.py +3 -3
  226. lusid/models/open_event.py +3 -3
  227. lusid/models/optionality_schedule.py +3 -3
  228. lusid/models/order_graph_block.py +4 -2
  229. lusid/models/order_graph_block_order_detail.py +16 -2
  230. lusid/models/output_transaction.py +9 -2
  231. lusid/models/paged_resource_list_of_cleardown_module_response.py +113 -0
  232. lusid/models/{paged_resource_list_of_reconciliation_run_break.py → paged_resource_list_of_cleardown_module_rule.py} +11 -11
  233. lusid/models/{paged_resource_list_of_reconciliation_run.py → paged_resource_list_of_fund.py} +11 -11
  234. lusid/models/paged_resource_list_of_property_definition.py +113 -0
  235. lusid/models/paged_resource_list_of_staging_rule_set.py +113 -0
  236. lusid/models/paged_resource_list_of_transaction_template.py +113 -0
  237. lusid/models/paged_resource_list_of_transaction_template_specification.py +113 -0
  238. lusid/models/participation_request.py +3 -9
  239. lusid/models/performance_returns_metric.py +1 -1
  240. lusid/models/period_diary_entries_reopened_response.py +104 -0
  241. lusid/models/place_blocks_request.py +77 -0
  242. lusid/models/portfolio.py +15 -2
  243. lusid/models/portfolio_details.py +15 -2
  244. lusid/models/portfolio_group_id_compliance_parameter.py +3 -3
  245. lusid/models/portfolio_group_id_list_compliance_parameter.py +3 -3
  246. lusid/models/portfolio_holding.py +27 -2
  247. lusid/models/portfolio_id_compliance_parameter.py +3 -3
  248. lusid/models/portfolio_id_list_compliance_parameter.py +3 -3
  249. lusid/models/posting_module_rule.py +29 -4
  250. lusid/models/pricing_model.py +2 -1
  251. lusid/models/property_definition.py +17 -4
  252. lusid/models/property_definition_search_result.py +3 -3
  253. lusid/models/property_domain.py +3 -0
  254. lusid/models/property_key_compliance_parameter.py +3 -3
  255. lusid/models/property_key_list_compliance_parameter.py +3 -3
  256. lusid/models/queryable_key.py +124 -0
  257. lusid/models/raw_vendor_event.py +5 -7
  258. lusid/models/re_open_period_diary_entry_request.py +84 -0
  259. lusid/models/recipe_block.py +87 -0
  260. lusid/models/recipe_composer.py +100 -0
  261. lusid/models/{reconciliation_break_id.py → recipe_value.py} +22 -23
  262. lusid/models/recombine_step.py +101 -0
  263. lusid/models/reference_instrument.py +3 -3
  264. lusid/models/relative_date_offset.py +71 -0
  265. lusid/models/repo.py +3 -3
  266. lusid/models/reset_event.py +4 -6
  267. lusid/models/resource_list_of_block_and_orders.py +113 -0
  268. lusid/models/resource_list_of_get_recipe_composer_response.py +113 -0
  269. lusid/models/resource_list_of_moved_order_to_different_block_response.py +113 -0
  270. lusid/models/resource_list_of_queryable_key.py +113 -0
  271. lusid/models/schedule.py +6 -5
  272. lusid/models/schedule_type.py +1 -0
  273. lusid/models/script_map_reference.py +94 -0
  274. lusid/models/security_election.py +86 -0
  275. lusid/models/set_share_class_instruments_request.py +79 -0
  276. lusid/models/side_definition.py +1 -8
  277. lusid/models/sides_definition_request.py +1 -8
  278. lusid/models/simple_cash_flow_loan.py +3 -3
  279. lusid/models/simple_instrument.py +3 -3
  280. lusid/models/staging_rule.py +90 -0
  281. lusid/models/staging_rule_approval_criteria.py +81 -0
  282. lusid/models/staging_rule_match_criteria.py +95 -0
  283. lusid/models/staging_rule_set.py +103 -0
  284. lusid/models/step_schedule.py +3 -3
  285. lusid/models/stock_split_event.py +3 -3
  286. lusid/models/string_compliance_parameter.py +3 -3
  287. lusid/models/string_list_compliance_parameter.py +3 -3
  288. lusid/models/template_field.py +77 -0
  289. lusid/models/term_deposit.py +3 -3
  290. lusid/models/total_return_swap.py +16 -16
  291. lusid/models/transaction_configuration_movement_data.py +3 -3
  292. lusid/models/transaction_configuration_movement_data_request.py +3 -3
  293. lusid/models/transaction_currency_and_amount.py +81 -0
  294. lusid/models/transaction_field_map.py +97 -0
  295. lusid/models/transaction_price.py +3 -3
  296. lusid/models/transaction_price_and_type.py +81 -0
  297. lusid/models/transaction_price_type.py +1 -0
  298. lusid/models/transaction_property_map.py +80 -0
  299. lusid/models/transaction_template.py +100 -0
  300. lusid/models/transaction_template_request.py +79 -0
  301. lusid/models/transaction_template_specification.py +99 -0
  302. lusid/models/transaction_type_alias.py +0 -7
  303. lusid/models/transaction_type_calculation.py +1 -1
  304. lusid/models/transition_event.py +3 -3
  305. lusid/models/translation_context.py +75 -0
  306. lusid/models/translation_script.py +9 -3
  307. lusid/models/trial_balance.py +46 -11
  308. lusid/models/trial_balance_query_parameters.py +15 -6
  309. lusid/models/trigger_event.py +3 -3
  310. lusid/models/units_ratio.py +71 -0
  311. lusid/models/update_staging_rule_set_request.py +91 -0
  312. lusid/models/{compliance_run_summary.py → upsert_compliance_run_summary_result.py} +8 -8
  313. lusid/models/upsert_dialect_request.py +79 -0
  314. lusid/models/upsert_instrument_event_request.py +12 -3
  315. lusid/models/upsert_quote_request.py +1 -1
  316. lusid/models/upsert_recipe_composer_request.py +73 -0
  317. lusid/models/upsert_recipe_request.py +3 -9
  318. lusid/models/upsert_translation_script_request.py +75 -0
  319. lusid/models/valuation_schedule.py +10 -3
  320. lusid/models/weighted_instrument.py +13 -2
  321. lusid/models/weighted_instrument_in_line_lookup_identifiers.py +89 -0
  322. lusid/models/yield_curve_data.py +3 -3
  323. lusid/rest.py +1 -1
  324. {lusid_sdk-2.0.50b0.dist-info → lusid_sdk-2.0.470.dist-info}/METADATA +245 -48
  325. {lusid_sdk-2.0.50b0.dist-info → lusid_sdk-2.0.470.dist-info}/RECORD +326 -235
  326. {lusid_sdk-2.0.50b0.dist-info → lusid_sdk-2.0.470.dist-info}/WHEEL +1 -1
  327. lusid/extensions/api_client_builder.py +0 -138
  328. lusid/models/configuration_recipe_snippet.py +0 -139
  329. lusid/models/je_lines_query_parameters.py +0 -105
  330. lusid/models/look_up_pricing_model_options.py +0 -93
  331. lusid/models/reconciliation_run_id.py +0 -85
  332. lusid/models/upsert_reconciliation_break_request.py +0 -98
@@ -3847,15 +3847,15 @@ class PortfolioGroupsApi:
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  _request_auth=_params.get('_request_auth'))
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  @overload
3850
- async def get_transactions_for_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], from_transaction_date : Annotated[Optional[StrictStr], Field(description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the transactions. There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field(description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. For example, to filter on the Transaction Type, use \"type eq 'Buy'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\", \"Transaction\", \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Transaction/strategy/quantsignal\".")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. Defaults to 100 if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, **kwargs) -> VersionedResourceListOfTransaction: # noqa: E501
3850
+ async def get_transactions_for_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], from_transaction_date : Annotated[Optional[StrictStr], Field(description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the transactions. There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field(description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. For example, to filter on the Transaction Type, use \"type eq 'Buy'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\", \"Transaction\", \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Transaction/strategy/quantsignal\".")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. Defaults to 100 if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, **kwargs) -> VersionedResourceListOfTransaction: # noqa: E501
3851
3851
  ...
3852
3852
 
3853
3853
  @overload
3854
- def get_transactions_for_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], from_transaction_date : Annotated[Optional[StrictStr], Field(description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the transactions. There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field(description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. For example, to filter on the Transaction Type, use \"type eq 'Buy'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\", \"Transaction\", \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Transaction/strategy/quantsignal\".")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. Defaults to 100 if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, async_req: Optional[bool]=True, **kwargs) -> VersionedResourceListOfTransaction: # noqa: E501
3854
+ def get_transactions_for_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], from_transaction_date : Annotated[Optional[StrictStr], Field(description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the transactions. There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field(description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. For example, to filter on the Transaction Type, use \"type eq 'Buy'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\", \"Transaction\", \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Transaction/strategy/quantsignal\".")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. Defaults to 100 if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, async_req: Optional[bool]=True, **kwargs) -> VersionedResourceListOfTransaction: # noqa: E501
3855
3855
  ...
3856
3856
 
3857
3857
  @validate_arguments
3858
- def get_transactions_for_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], from_transaction_date : Annotated[Optional[StrictStr], Field(description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the transactions. There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field(description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. For example, to filter on the Transaction Type, use \"type eq 'Buy'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\", \"Transaction\", \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Transaction/strategy/quantsignal\".")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. Defaults to 100 if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[VersionedResourceListOfTransaction, Awaitable[VersionedResourceListOfTransaction]]: # noqa: E501
3858
+ def get_transactions_for_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], from_transaction_date : Annotated[Optional[StrictStr], Field(description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the transactions. There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field(description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. For example, to filter on the Transaction Type, use \"type eq 'Buy'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\", \"Transaction\", \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Transaction/strategy/quantsignal\".")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. Defaults to 100 if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[VersionedResourceListOfTransaction, Awaitable[VersionedResourceListOfTransaction]]: # noqa: E501
3859
3859
  """GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group # noqa: E501
3860
3860
 
3861
3861
  Get transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself. # noqa: E501
@@ -3885,7 +3885,7 @@ class PortfolioGroupsApi:
3885
3885
  :type page: str
3886
3886
  :param show_cancelled_transactions: Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.
3887
3887
  :type show_cancelled_transactions: bool
3888
- :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"
3888
+ :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".
3889
3889
  :type sort_by: List[str]
3890
3890
  :param async_req: Whether to execute the request asynchronously.
3891
3891
  :type async_req: bool, optional
@@ -3907,7 +3907,7 @@ class PortfolioGroupsApi:
3907
3907
  return self.get_transactions_for_portfolio_group_with_http_info(scope, code, from_transaction_date, to_transaction_date, as_at, filter, property_keys, limit, page, show_cancelled_transactions, sort_by, **kwargs) # noqa: E501
3908
3908
 
3909
3909
  @validate_arguments
3910
- def get_transactions_for_portfolio_group_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], from_transaction_date : Annotated[Optional[StrictStr], Field(description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the transactions. There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field(description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. For example, to filter on the Transaction Type, use \"type eq 'Buy'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\", \"Transaction\", \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Transaction/strategy/quantsignal\".")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. Defaults to 100 if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, **kwargs) -> ApiResponse: # noqa: E501
3910
+ def get_transactions_for_portfolio_group_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], from_transaction_date : Annotated[Optional[StrictStr], Field(description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the transactions. There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field(description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. For example, to filter on the Transaction Type, use \"type eq 'Buy'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\", \"Transaction\", \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Transaction/strategy/quantsignal\".")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. Defaults to 100 if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, **kwargs) -> ApiResponse: # noqa: E501
3911
3911
  """GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group # noqa: E501
3912
3912
 
3913
3913
  Get transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself. # noqa: E501
@@ -3937,7 +3937,7 @@ class PortfolioGroupsApi:
3937
3937
  :type page: str
3938
3938
  :param show_cancelled_transactions: Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.
3939
3939
  :type show_cancelled_transactions: bool
3940
- :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"
3940
+ :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".
3941
3941
  :type sort_by: List[str]
3942
3942
  :param async_req: Whether to execute the request asynchronously.
3943
3943
  :type async_req: bool, optional
@@ -22,7 +22,7 @@ from typing import overload, Optional, Union, Awaitable
22
22
  from typing_extensions import Annotated
23
23
  from datetime import datetime
24
24
 
25
- from pydantic import Field, StrictInt, StrictStr, conint, conlist, constr, validator
25
+ from pydantic import Field, StrictStr, conint, conlist, constr, validator
26
26
 
27
27
  from typing import Dict, List, Optional
28
28
 
@@ -3588,37 +3588,35 @@ class PortfoliosApi:
3588
3588
  _request_auth=_params.get('_request_auth'))
3589
3589
 
3590
3590
  @overload
3591
- async def list_portfolios(self, effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. Also, if set, a start value cannot be provided.")] = None, start : Annotated[Optional[StrictInt], Field(description="When paginating, skip this number of results.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to filter on the transaction type, specify \"type eq 'Transaction'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, query : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression specifying the criteria that the returned portfolios must meet. For example, to see which portfolios have holdings in instruments with a LusidInstrumentId (LUID) of 'LUID_PPA8HI6M' or a Figi of 'BBG000BLNNH6', specify \"instrument.identifiers in (('LusidInstrumentId', 'LUID_PPA8HI6M'), ('Figi', 'BBG000BLNNH6'))\".")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> ResourceListOfPortfolio: # noqa: E501
3591
+ async def list_portfolios(self, effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to filter on the transaction type, specify \"type eq 'Transaction'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, query : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression specifying the criteria that the returned portfolios must meet. For example, to see which portfolios have holdings in instruments with a LusidInstrumentId (LUID) of 'LUID_PPA8HI6M' or a Figi of 'BBG000BLNNH6', specify \"instrument.identifiers in (('LusidInstrumentId', 'LUID_PPA8HI6M'), ('Figi', 'BBG000BLNNH6'))\".")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> ResourceListOfPortfolio: # noqa: E501
3592
3592
  ...
3593
3593
 
3594
3594
  @overload
3595
- def list_portfolios(self, effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. Also, if set, a start value cannot be provided.")] = None, start : Annotated[Optional[StrictInt], Field(description="When paginating, skip this number of results.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to filter on the transaction type, specify \"type eq 'Transaction'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, query : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression specifying the criteria that the returned portfolios must meet. For example, to see which portfolios have holdings in instruments with a LusidInstrumentId (LUID) of 'LUID_PPA8HI6M' or a Figi of 'BBG000BLNNH6', specify \"instrument.identifiers in (('LusidInstrumentId', 'LUID_PPA8HI6M'), ('Figi', 'BBG000BLNNH6'))\".")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfPortfolio: # noqa: E501
3595
+ def list_portfolios(self, effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to filter on the transaction type, specify \"type eq 'Transaction'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, query : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression specifying the criteria that the returned portfolios must meet. For example, to see which portfolios have holdings in instruments with a LusidInstrumentId (LUID) of 'LUID_PPA8HI6M' or a Figi of 'BBG000BLNNH6', specify \"instrument.identifiers in (('LusidInstrumentId', 'LUID_PPA8HI6M'), ('Figi', 'BBG000BLNNH6'))\".")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfPortfolio: # noqa: E501
3596
3596
  ...
3597
3597
 
3598
3598
  @validate_arguments
3599
- def list_portfolios(self, effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. Also, if set, a start value cannot be provided.")] = None, start : Annotated[Optional[StrictInt], Field(description="When paginating, skip this number of results.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to filter on the transaction type, specify \"type eq 'Transaction'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, query : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression specifying the criteria that the returned portfolios must meet. For example, to see which portfolios have holdings in instruments with a LusidInstrumentId (LUID) of 'LUID_PPA8HI6M' or a Figi of 'BBG000BLNNH6', specify \"instrument.identifiers in (('LusidInstrumentId', 'LUID_PPA8HI6M'), ('Figi', 'BBG000BLNNH6'))\".")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfPortfolio, Awaitable[ResourceListOfPortfolio]]: # noqa: E501
3599
+ def list_portfolios(self, effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to filter on the transaction type, specify \"type eq 'Transaction'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, query : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression specifying the criteria that the returned portfolios must meet. For example, to see which portfolios have holdings in instruments with a LusidInstrumentId (LUID) of 'LUID_PPA8HI6M' or a Figi of 'BBG000BLNNH6', specify \"instrument.identifiers in (('LusidInstrumentId', 'LUID_PPA8HI6M'), ('Figi', 'BBG000BLNNH6'))\".")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfPortfolio, Awaitable[ResourceListOfPortfolio]]: # noqa: E501
3600
3600
  """ListPortfolios: List portfolios # noqa: E501
3601
3601
 
3602
3602
  List all the portfolios matching particular criteria. # noqa: E501
3603
3603
  This method makes a synchronous HTTP request by default. To make an
3604
3604
  asynchronous HTTP request, please pass async_req=True
3605
3605
 
3606
- >>> thread = api.list_portfolios(effective_at, as_at, page, start, limit, filter, sort_by, query, property_keys, relationship_definition_ids, async_req=True)
3606
+ >>> thread = api.list_portfolios(effective_at, as_at, page, limit, filter, sort_by, query, property_keys, relationship_definition_ids, async_req=True)
3607
3607
  >>> result = thread.get()
3608
3608
 
3609
3609
  :param effective_at: The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.
3610
3610
  :type effective_at: str
3611
3611
  :param as_at: The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.
3612
3612
  :type as_at: datetime
3613
- :param page: The pagination token to use to continue listing portfolios; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. Also, if set, a start value cannot be provided.
3613
+ :param page: The pagination token to use to continue listing portfolios; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request.
3614
3614
  :type page: str
3615
- :param start: When paginating, skip this number of results.
3616
- :type start: int
3617
3615
  :param limit: When paginating, limit the results to this number. Defaults to 100 if not specified.
3618
3616
  :type limit: int
3619
3617
  :param filter: Expression to filter the results. For example, to filter on the transaction type, specify \"type eq 'Transaction'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.
3620
3618
  :type filter: str
3621
- :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"
3619
+ :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".
3622
3620
  :type sort_by: List[str]
3623
3621
  :param query: Expression specifying the criteria that the returned portfolios must meet. For example, to see which portfolios have holdings in instruments with a LusidInstrumentId (LUID) of 'LUID_PPA8HI6M' or a Figi of 'BBG000BLNNH6', specify \"instrument.identifiers in (('LusidInstrumentId', 'LUID_PPA8HI6M'), ('Figi', 'BBG000BLNNH6'))\".
3624
3622
  :type query: str
@@ -3643,32 +3641,30 @@ class PortfoliosApi:
3643
3641
  raise ValueError(message)
3644
3642
  if async_req is not None:
3645
3643
  kwargs['async_req'] = async_req
3646
- return self.list_portfolios_with_http_info(effective_at, as_at, page, start, limit, filter, sort_by, query, property_keys, relationship_definition_ids, **kwargs) # noqa: E501
3644
+ return self.list_portfolios_with_http_info(effective_at, as_at, page, limit, filter, sort_by, query, property_keys, relationship_definition_ids, **kwargs) # noqa: E501
3647
3645
 
3648
3646
  @validate_arguments
3649
- def list_portfolios_with_http_info(self, effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. Also, if set, a start value cannot be provided.")] = None, start : Annotated[Optional[StrictInt], Field(description="When paginating, skip this number of results.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to filter on the transaction type, specify \"type eq 'Transaction'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, query : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression specifying the criteria that the returned portfolios must meet. For example, to see which portfolios have holdings in instruments with a LusidInstrumentId (LUID) of 'LUID_PPA8HI6M' or a Figi of 'BBG000BLNNH6', specify \"instrument.identifiers in (('LusidInstrumentId', 'LUID_PPA8HI6M'), ('Figi', 'BBG000BLNNH6'))\".")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> ApiResponse: # noqa: E501
3647
+ def list_portfolios_with_http_info(self, effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to filter on the transaction type, specify \"type eq 'Transaction'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, query : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression specifying the criteria that the returned portfolios must meet. For example, to see which portfolios have holdings in instruments with a LusidInstrumentId (LUID) of 'LUID_PPA8HI6M' or a Figi of 'BBG000BLNNH6', specify \"instrument.identifiers in (('LusidInstrumentId', 'LUID_PPA8HI6M'), ('Figi', 'BBG000BLNNH6'))\".")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> ApiResponse: # noqa: E501
3650
3648
  """ListPortfolios: List portfolios # noqa: E501
3651
3649
 
3652
3650
  List all the portfolios matching particular criteria. # noqa: E501
3653
3651
  This method makes a synchronous HTTP request by default. To make an
3654
3652
  asynchronous HTTP request, please pass async_req=True
3655
3653
 
3656
- >>> thread = api.list_portfolios_with_http_info(effective_at, as_at, page, start, limit, filter, sort_by, query, property_keys, relationship_definition_ids, async_req=True)
3654
+ >>> thread = api.list_portfolios_with_http_info(effective_at, as_at, page, limit, filter, sort_by, query, property_keys, relationship_definition_ids, async_req=True)
3657
3655
  >>> result = thread.get()
3658
3656
 
3659
3657
  :param effective_at: The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.
3660
3658
  :type effective_at: str
3661
3659
  :param as_at: The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.
3662
3660
  :type as_at: datetime
3663
- :param page: The pagination token to use to continue listing portfolios; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. Also, if set, a start value cannot be provided.
3661
+ :param page: The pagination token to use to continue listing portfolios; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request.
3664
3662
  :type page: str
3665
- :param start: When paginating, skip this number of results.
3666
- :type start: int
3667
3663
  :param limit: When paginating, limit the results to this number. Defaults to 100 if not specified.
3668
3664
  :type limit: int
3669
3665
  :param filter: Expression to filter the results. For example, to filter on the transaction type, specify \"type eq 'Transaction'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.
3670
3666
  :type filter: str
3671
- :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"
3667
+ :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".
3672
3668
  :type sort_by: List[str]
3673
3669
  :param query: Expression specifying the criteria that the returned portfolios must meet. For example, to see which portfolios have holdings in instruments with a LusidInstrumentId (LUID) of 'LUID_PPA8HI6M' or a Figi of 'BBG000BLNNH6', specify \"instrument.identifiers in (('LusidInstrumentId', 'LUID_PPA8HI6M'), ('Figi', 'BBG000BLNNH6'))\".
3674
3670
  :type query: str
@@ -3707,7 +3703,6 @@ class PortfoliosApi:
3707
3703
  'effective_at',
3708
3704
  'as_at',
3709
3705
  'page',
3710
- 'start',
3711
3706
  'limit',
3712
3707
  'filter',
3713
3708
  'sort_by',
@@ -3756,9 +3751,6 @@ class PortfoliosApi:
3756
3751
  if _params.get('page') is not None: # noqa: E501
3757
3752
  _query_params.append(('page', _params['page']))
3758
3753
 
3759
- if _params.get('start') is not None: # noqa: E501
3760
- _query_params.append(('start', _params['start']))
3761
-
3762
3754
  if _params.get('limit') is not None: # noqa: E501
3763
3755
  _query_params.append(('limit', _params['limit']))
3764
3756
 
@@ -3817,22 +3809,22 @@ class PortfoliosApi:
3817
3809
  _request_auth=_params.get('_request_auth'))
3818
3810
 
3819
3811
  @overload
3820
- async def list_portfolios_for_scope(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope whose portfolios to list.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios. This value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. Also, if set, a start value cannot be provided.")] = None, start : Annotated[Optional[StrictInt], Field(description="When paginating, skip this number of results.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> ResourceListOfPortfolio: # noqa: E501
3812
+ async def list_portfolios_for_scope(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope whose portfolios to list.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios. This value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> ResourceListOfPortfolio: # noqa: E501
3821
3813
  ...
3822
3814
 
3823
3815
  @overload
3824
- def list_portfolios_for_scope(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope whose portfolios to list.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios. This value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. Also, if set, a start value cannot be provided.")] = None, start : Annotated[Optional[StrictInt], Field(description="When paginating, skip this number of results.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfPortfolio: # noqa: E501
3816
+ def list_portfolios_for_scope(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope whose portfolios to list.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios. This value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfPortfolio: # noqa: E501
3825
3817
  ...
3826
3818
 
3827
3819
  @validate_arguments
3828
- def list_portfolios_for_scope(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope whose portfolios to list.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios. This value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. Also, if set, a start value cannot be provided.")] = None, start : Annotated[Optional[StrictInt], Field(description="When paginating, skip this number of results.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfPortfolio, Awaitable[ResourceListOfPortfolio]]: # noqa: E501
3820
+ def list_portfolios_for_scope(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope whose portfolios to list.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios. This value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfPortfolio, Awaitable[ResourceListOfPortfolio]]: # noqa: E501
3829
3821
  """ListPortfoliosForScope: List portfolios for scope # noqa: E501
3830
3822
 
3831
3823
  List all the portfolios in a particular scope. # noqa: E501
3832
3824
  This method makes a synchronous HTTP request by default. To make an
3833
3825
  asynchronous HTTP request, please pass async_req=True
3834
3826
 
3835
- >>> thread = api.list_portfolios_for_scope(scope, effective_at, as_at, page, start, limit, filter, sort_by, property_keys, relationship_definition_ids, async_req=True)
3827
+ >>> thread = api.list_portfolios_for_scope(scope, effective_at, as_at, page, limit, filter, sort_by, property_keys, relationship_definition_ids, async_req=True)
3836
3828
  >>> result = thread.get()
3837
3829
 
3838
3830
  :param scope: The scope whose portfolios to list. (required)
@@ -3841,15 +3833,13 @@ class PortfoliosApi:
3841
3833
  :type effective_at: str
3842
3834
  :param as_at: The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.
3843
3835
  :type as_at: datetime
3844
- :param page: The pagination token to use to continue listing portfolios. This value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. Also, if set, a start value cannot be provided.
3836
+ :param page: The pagination token to use to continue listing portfolios. This value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request.
3845
3837
  :type page: str
3846
- :param start: When paginating, skip this number of results.
3847
- :type start: int
3848
3838
  :param limit: When paginating, limit the results to this number. Defaults to 100 if not specified.
3849
3839
  :type limit: int
3850
3840
  :param filter: Expression to filter the results. For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.
3851
3841
  :type filter: str
3852
- :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"
3842
+ :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".
3853
3843
  :type sort_by: List[str]
3854
3844
  :param property_keys: A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.
3855
3845
  :type property_keys: List[str]
@@ -3872,17 +3862,17 @@ class PortfoliosApi:
3872
3862
  raise ValueError(message)
3873
3863
  if async_req is not None:
3874
3864
  kwargs['async_req'] = async_req
3875
- return self.list_portfolios_for_scope_with_http_info(scope, effective_at, as_at, page, start, limit, filter, sort_by, property_keys, relationship_definition_ids, **kwargs) # noqa: E501
3865
+ return self.list_portfolios_for_scope_with_http_info(scope, effective_at, as_at, page, limit, filter, sort_by, property_keys, relationship_definition_ids, **kwargs) # noqa: E501
3876
3866
 
3877
3867
  @validate_arguments
3878
- def list_portfolios_for_scope_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope whose portfolios to list.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios. This value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. Also, if set, a start value cannot be provided.")] = None, start : Annotated[Optional[StrictInt], Field(description="When paginating, skip this number of results.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> ApiResponse: # noqa: E501
3868
+ def list_portfolios_for_scope_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope whose portfolios to list.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to list the portfolios. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing portfolios. This value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request.")] = None, limit : Annotated[Optional[conint(strict=True, le=5000, ge=1)], Field(description="When paginating, limit the results to this number. Defaults to 100 if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the results. For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.")] = None, relationship_definition_ids : Annotated[Optional[conlist(StrictStr)], Field(description="A list of relationship definitions that are used to decorate related entities onto the portfolios in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> ApiResponse: # noqa: E501
3879
3869
  """ListPortfoliosForScope: List portfolios for scope # noqa: E501
3880
3870
 
3881
3871
  List all the portfolios in a particular scope. # noqa: E501
3882
3872
  This method makes a synchronous HTTP request by default. To make an
3883
3873
  asynchronous HTTP request, please pass async_req=True
3884
3874
 
3885
- >>> thread = api.list_portfolios_for_scope_with_http_info(scope, effective_at, as_at, page, start, limit, filter, sort_by, property_keys, relationship_definition_ids, async_req=True)
3875
+ >>> thread = api.list_portfolios_for_scope_with_http_info(scope, effective_at, as_at, page, limit, filter, sort_by, property_keys, relationship_definition_ids, async_req=True)
3886
3876
  >>> result = thread.get()
3887
3877
 
3888
3878
  :param scope: The scope whose portfolios to list. (required)
@@ -3891,15 +3881,13 @@ class PortfoliosApi:
3891
3881
  :type effective_at: str
3892
3882
  :param as_at: The asAt datetime at which to list the portfolios. Defaults to returning the latest version of each portfolio if not specified.
3893
3883
  :type as_at: datetime
3894
- :param page: The pagination token to use to continue listing portfolios. This value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. Also, if set, a start value cannot be provided.
3884
+ :param page: The pagination token to use to continue listing portfolios. This value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request.
3895
3885
  :type page: str
3896
- :param start: When paginating, skip this number of results.
3897
- :type start: int
3898
3886
  :param limit: When paginating, limit the results to this number. Defaults to 100 if not specified.
3899
3887
  :type limit: int
3900
3888
  :param filter: Expression to filter the results. For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\". For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.
3901
3889
  :type filter: str
3902
- :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\"
3890
+ :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".
3903
3891
  :type sort_by: List[str]
3904
3892
  :param property_keys: A list of property keys from the 'Portfolio' domain to decorate onto each portfolio, or from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example 'Portfolio/Manager/Id'.
3905
3893
  :type property_keys: List[str]
@@ -3937,7 +3925,6 @@ class PortfoliosApi:
3937
3925
  'effective_at',
3938
3926
  'as_at',
3939
3927
  'page',
3940
- 'start',
3941
3928
  'limit',
3942
3929
  'filter',
3943
3930
  'sort_by',
@@ -3988,9 +3975,6 @@ class PortfoliosApi:
3988
3975
  if _params.get('page') is not None: # noqa: E501
3989
3976
  _query_params.append(('page', _params['page']))
3990
3977
 
3991
- if _params.get('start') is not None: # noqa: E501
3992
- _query_params.append(('start', _params['start']))
3993
-
3994
3978
  if _params.get('limit') is not None: # noqa: E501
3995
3979
  _query_params.append(('limit', _params['limit']))
3996
3980