lusid-sdk 2.1.138__py3-none-any.whl → 2.1.140__py3-none-any.whl

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@@ -1,9 +1,10 @@
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  import json
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  import os
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- from typing import Dict, TextIO, Protocol, Union, Iterable
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+ from typing import Dict, TextIO, Protocol, Union, Iterable, Optional
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  import logging
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  from lusid.extensions.proxy_config import ProxyConfig
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  from lusid.extensions.api_configuration import ApiConfiguration
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+ from lusid.extensions.file_access_token import FileAccessToken
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  logger = logging.getLogger(__name__)
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@@ -141,10 +142,34 @@ class EnvironmentVariablesConfigurationLoader:
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  class ArgsConfigurationLoader:
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  """ConfigurationLoader which loads in config from kwargs in constructor
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  """
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- def __init__(self, **kwargs):
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+ def __init__(self,
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+ token_url:Optional[str]=None,
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+ api_url:Optional[str]=None,
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+ username:Optional[str]=None,
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+ password:Optional[str]=None,
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+ client_id:Optional[str]=None,
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+ client_secret:Optional[str]=None,
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+ app_name:Optional[str]=None,
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+ certificate_filename:Optional[str]=None,
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+ proxy_address:Optional[str]=None,
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+ proxy_username:Optional[str]=None,
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+ proxy_password:Optional[str]=None,
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+ access_token:Optional[str]=None
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+ ):
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  """kwargs passed to this constructor used to build ApiConfiguration
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  """
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- self._kwargs = kwargs
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+ self.__token_url = token_url
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+ self.__api_url = api_url
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+ self.__username = username
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+ self.__password = password
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+ self.__client_id = client_id
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+ self.__client_secret = client_secret
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+ self.__app_name = app_name
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+ self.__certificate_filename = certificate_filename
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+ self.__proxy_address = proxy_address
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+ self.__proxy_username = proxy_username
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+ self.__proxy_password = proxy_password
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+ self.__access_token = access_token
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  def load_config(self) -> Dict[str, str]:
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  """load configuration from kwargs passed to constructor
@@ -155,13 +180,51 @@ class ArgsConfigurationLoader:
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  dictionary that can be loaded into an ApiConfiguration object
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  """
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  logger.debug("loading config from arguments passed to ArgsConfigurationLoader")
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- keys = ENVIRONMENT_CONFIG_KEYS.keys()
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- return {key: self._kwargs.get(key) for key in keys}
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+ return {
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+ "token_url" : self.__token_url,
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+ "api_url" : self.__api_url,
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+ "username" : self.__username,
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+ "password" : self.__password,
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+ "client_id" : self.__client_id,
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+ "client_secret" : self.__client_secret,
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+ "app_name" : self.__app_name,
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+ "certificate_filename" : self.__certificate_filename,
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+ "proxy_address" : self.__proxy_address,
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+ "proxy_username" : self.__proxy_username,
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+ "proxy_password" : self.__proxy_password,
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+ "access_token" : self.__access_token
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+ }
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+
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+
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+ class FileTokenConfigurationLoader:
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+ """ConfigurationLoader which loads in access token from file
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+ if FBN_ACCESS_TOKEN_FILE is set,
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+ or if an access_token_location is passed to the initialiser
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+ """
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+
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+ def __init__(
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+ self, access_token_location: str = os.getenv("FBN_ACCESS_TOKEN_FILE", "")
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+ ):
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+ self.access_token = None
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+ # if neither are provided we won't want to override config from other loaders
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+ if access_token_location is not None and access_token_location != "":
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+ self.access_token = FileAccessToken(access_token_location)
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+
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+ def load_config(self) -> Dict[str, FileAccessToken | None]:
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+ """load access token from file
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+
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+ Returns
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+ -------
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+ Dict[str, str]
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+ dictionary that can be loaded into an ApiConfiguration object
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+ """
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+ return {"access_token": self.access_token}
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  default_config_loaders = (
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  EnvironmentVariablesConfigurationLoader(),
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  SecretsFileConfigurationLoader(api_secrets_file="secrets.json"),
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+ FileTokenConfigurationLoader()
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  )
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  def get_api_configuration(config_loaders: Iterable[ConfigurationLoader]) -> ApiConfiguration:
@@ -0,0 +1,42 @@
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+ import collections
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+ import datetime
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+ import logging
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+
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+ logger = logging.getLogger(__name__)
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+
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+
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+ class FileAccessToken(collections.UserString):
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+ """Loads access token from file when requested
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+ Acts as a string so can be concatenated to auth headers
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+ """
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+
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+ def __init__(self, access_token_location: str, expiry_time:int = 120):
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+ if access_token_location is None or access_token_location == "":
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+ raise ValueError("access_token_location must be a non-empty string")
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+ self.__access_token_location = access_token_location
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+ self.__expiry_time = expiry_time
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+ self.__token_data = {
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+ "expires": datetime.datetime.now(),
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+ "current_access_token": "",
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+ }
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+
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+ @property
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+ def data(self) -> str:
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+ """load access token from file
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+
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+ Returns
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+ -------
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+ str
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+ Access token
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+ """
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+ if self.__token_data["expires"] <= datetime.datetime.now():
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+ try:
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+ with open(self.__access_token_location, "r") as access_token_file:
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+ self.__token_data["current_access_token"] = access_token_file.read()
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+ self.__token_data["expires"] = (
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+ datetime.datetime.now() + datetime.timedelta(seconds=self.__expiry_time)
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+ )
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+ except OSError:
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+ logger.error("Could not open access token file")
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+ raise
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+ return self.__token_data["current_access_token"]
@@ -37,8 +37,9 @@ class ApplicableInstrumentEvent(BaseModel):
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  instrument_event_id: constr(strict=True, min_length=1) = Field(..., alias="instrumentEventId")
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  generated_event: InstrumentEventHolder = Field(..., alias="generatedEvent")
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  loaded_event: InstrumentEventHolder = Field(..., alias="loadedEvent")
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+ applied_instrument_event_instruction_id: constr(strict=True, min_length=1) = Field(..., alias="appliedInstrumentEventInstructionId")
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  transactions: conlist(Transaction) = Field(...)
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- __properties = ["portfolioId", "holdingId", "lusidInstrumentId", "instrumentScope", "instrumentType", "instrumentEventType", "instrumentEventId", "generatedEvent", "loadedEvent", "transactions"]
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+ __properties = ["portfolioId", "holdingId", "lusidInstrumentId", "instrumentScope", "instrumentType", "instrumentEventType", "instrumentEventId", "generatedEvent", "loadedEvent", "appliedInstrumentEventInstructionId", "transactions"]
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  class Config:
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  """Pydantic configuration"""
@@ -101,6 +102,7 @@ class ApplicableInstrumentEvent(BaseModel):
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  "instrument_event_id": obj.get("instrumentEventId"),
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  "generated_event": InstrumentEventHolder.from_dict(obj.get("generatedEvent")) if obj.get("generatedEvent") is not None else None,
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  "loaded_event": InstrumentEventHolder.from_dict(obj.get("loadedEvent")) if obj.get("loadedEvent") is not None else None,
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+ "applied_instrument_event_instruction_id": obj.get("appliedInstrumentEventInstructionId"),
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  "transactions": [Transaction.from_dict(_item) for _item in obj.get("transactions")] if obj.get("transactions") is not None else None
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  })
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  return _obj
@@ -21,6 +21,7 @@ import json
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  from typing import Any, Dict, List, Optional
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  from pydantic.v1 import BaseModel, Field, StrictStr, conlist
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  from lusid.models.link import Link
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+ from lusid.models.property_value import PropertyValue
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  from lusid.models.staged_modification_effective_range import StagedModificationEffectiveRange
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  class StagedModificationsRequestedChangeInterval(BaseModel):
@@ -29,8 +30,8 @@ class StagedModificationsRequestedChangeInterval(BaseModel):
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  """
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  attribute_name: Optional[StrictStr] = Field(None, alias="attributeName", description="Name of the property the change applies to.")
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  effective_range: Optional[StagedModificationEffectiveRange] = Field(None, alias="effectiveRange")
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- previous_value: Optional[Any] = Field(None, alias="previousValue", description="The previous value of the attribute before the requested change is applied.")
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- new_value: Optional[Any] = Field(None, alias="newValue", description="The value of the attribute once the requested change is applied.")
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+ previous_value: Optional[PropertyValue] = Field(None, alias="previousValue")
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+ new_value: Optional[PropertyValue] = Field(None, alias="newValue")
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  as_at_basis: Optional[StrictStr] = Field(None, alias="asAtBasis", description="Whether the change represents the modification when the request was made or the modification as it would be at the latest time.")
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  links: Optional[conlist(Link)] = None
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  __properties = ["attributeName", "effectiveRange", "previousValue", "newValue", "asAtBasis", "links"]
@@ -62,6 +63,12 @@ class StagedModificationsRequestedChangeInterval(BaseModel):
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  # override the default output from pydantic by calling `to_dict()` of effective_range
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  if self.effective_range:
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  _dict['effectiveRange'] = self.effective_range.to_dict()
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+ # override the default output from pydantic by calling `to_dict()` of previous_value
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+ if self.previous_value:
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+ _dict['previousValue'] = self.previous_value.to_dict()
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+ # override the default output from pydantic by calling `to_dict()` of new_value
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+ if self.new_value:
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+ _dict['newValue'] = self.new_value.to_dict()
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  # override the default output from pydantic by calling `to_dict()` of each item in links (list)
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  _items = []
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  if self.links:
@@ -74,16 +81,6 @@ class StagedModificationsRequestedChangeInterval(BaseModel):
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  if self.attribute_name is None and "attribute_name" in self.__fields_set__:
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  _dict['attributeName'] = None
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- # set to None if previous_value (nullable) is None
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- # and __fields_set__ contains the field
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- if self.previous_value is None and "previous_value" in self.__fields_set__:
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- _dict['previousValue'] = None
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-
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- # set to None if new_value (nullable) is None
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- # and __fields_set__ contains the field
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- if self.new_value is None and "new_value" in self.__fields_set__:
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- _dict['newValue'] = None
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-
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  # set to None if as_at_basis (nullable) is None
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  # and __fields_set__ contains the field
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  if self.as_at_basis is None and "as_at_basis" in self.__fields_set__:
@@ -108,8 +105,8 @@ class StagedModificationsRequestedChangeInterval(BaseModel):
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  _obj = StagedModificationsRequestedChangeInterval.parse_obj({
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  "attribute_name": obj.get("attributeName"),
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  "effective_range": StagedModificationEffectiveRange.from_dict(obj.get("effectiveRange")) if obj.get("effectiveRange") is not None else None,
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- "previous_value": obj.get("previousValue"),
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- "new_value": obj.get("newValue"),
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+ "previous_value": PropertyValue.from_dict(obj.get("previousValue")) if obj.get("previousValue") is not None else None,
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+ "new_value": PropertyValue.from_dict(obj.get("newValue")) if obj.get("newValue") is not None else None,
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  "as_at_basis": obj.get("asAtBasis"),
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  "links": [Link.from_dict(_item) for _item in obj.get("links")] if obj.get("links") is not None else None
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  })
@@ -1,6 +1,6 @@
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  Metadata-Version: 2.1
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  Name: lusid-sdk
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- Version: 2.1.138
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+ Version: 2.1.140
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  Summary: LUSID API
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  Home-page: https://github.com/finbourne/lusid-sdk-python
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  License: MIT
@@ -29,8 +29,8 @@ FINBOURNE Technology
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  This Python package is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
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- - API version: 0.11.6572
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- - Package version: 2.1.138
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+ - API version: 0.11.6574
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+ - Package version: 2.1.140
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  - Build package: org.openapitools.codegen.languages.PythonClientCodegen
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  For more information, please visit [https://www.finbourne.com](https://www.finbourne.com)
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@@ -240,13 +240,13 @@ Class | Method | HTTP request | Description
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  *AddressKeyDefinitionApi* | [**get_address_key_definition**](docs/AddressKeyDefinitionApi.md#get_address_key_definition) | **GET** /api/addresskeydefinitions/{key} | [EARLY ACCESS] GetAddressKeyDefinition: Get an AddressKeyDefinition.
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  *AddressKeyDefinitionApi* | [**list_address_key_definitions**](docs/AddressKeyDefinitionApi.md#list_address_key_definitions) | **GET** /api/addresskeydefinitions | [EARLY ACCESS] ListAddressKeyDefinitions: List AddressKeyDefinitions.
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  *AggregationApi* | [**generate_configuration_recipe**](docs/AggregationApi.md#generate_configuration_recipe) | **POST** /api/aggregation/{scope}/{code}/$generateconfigurationrecipe | [EXPERIMENTAL] GenerateConfigurationRecipe: Generates a recipe sufficient to perform valuations for the given portfolio.
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- *AggregationApi* | [**get_queryable_keys**](docs/AggregationApi.md#get_queryable_keys) | **GET** /api/results/queryable/keys | [EARLY ACCESS] GetQueryableKeys: Query the set of supported \&quot;addresses\&quot; that can be queried from the aggregation endpoint.
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+ *AggregationApi* | [**get_queryable_keys**](docs/AggregationApi.md#get_queryable_keys) | **GET** /api/results/queryable/keys | GetQueryableKeys: Query the set of supported \&quot;addresses\&quot; that can be queried from the aggregation endpoint.
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  *AggregationApi* | [**get_valuation**](docs/AggregationApi.md#get_valuation) | **POST** /api/aggregation/$valuation | GetValuation: Perform valuation for a list of portfolios and/or portfolio groups
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  *AggregationApi* | [**get_valuation_of_weighted_instruments**](docs/AggregationApi.md#get_valuation_of_weighted_instruments) | **POST** /api/aggregation/$valuationinlined | GetValuationOfWeightedInstruments: Perform valuation for an inlined portfolio
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  *AllocationsApi* | [**delete_allocation**](docs/AllocationsApi.md#delete_allocation) | **DELETE** /api/allocations/{scope}/{code} | [EARLY ACCESS] DeleteAllocation: Delete allocation
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  *AllocationsApi* | [**get_allocation**](docs/AllocationsApi.md#get_allocation) | **GET** /api/allocations/{scope}/{code} | [EARLY ACCESS] GetAllocation: Get Allocation
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  *AllocationsApi* | [**list_allocations**](docs/AllocationsApi.md#list_allocations) | **GET** /api/allocations | [EARLY ACCESS] ListAllocations: List Allocations
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- *AllocationsApi* | [**upsert_allocations**](docs/AllocationsApi.md#upsert_allocations) | **POST** /api/allocations | [EARLY ACCESS] UpsertAllocations: Upsert Allocations
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+ *AllocationsApi* | [**upsert_allocations**](docs/AllocationsApi.md#upsert_allocations) | **POST** /api/allocations | UpsertAllocations: Upsert Allocations
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  *AmortisationRuleSetsApi* | [**create_amortisation_rule_set**](docs/AmortisationRuleSetsApi.md#create_amortisation_rule_set) | **POST** /api/amortisation/rulesets/{scope} | [EXPERIMENTAL] CreateAmortisationRuleSet: Create an amortisation rule set.
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  *AmortisationRuleSetsApi* | [**delete_amortisation_ruleset**](docs/AmortisationRuleSetsApi.md#delete_amortisation_ruleset) | **DELETE** /api/amortisation/rulesets/{scope}/{code} | [EXPERIMENTAL] DeleteAmortisationRuleset: Delete an amortisation rule set.
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  *AmortisationRuleSetsApi* | [**get_amortisation_rule_set**](docs/AmortisationRuleSetsApi.md#get_amortisation_rule_set) | **GET** /api/amortisation/rulesets/{scope}/{code} | [EXPERIMENTAL] GetAmortisationRuleSet: Retrieve the definition of a single amortisation rule set
@@ -261,16 +261,16 @@ Class | Method | HTTP request | Description
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  *BlocksApi* | [**list_blocks**](docs/BlocksApi.md#list_blocks) | **GET** /api/blocks | [EARLY ACCESS] ListBlocks: List Blocks
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  *BlocksApi* | [**upsert_blocks**](docs/BlocksApi.md#upsert_blocks) | **POST** /api/blocks | [EARLY ACCESS] UpsertBlocks: Upsert Block
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  *CalendarsApi* | [**add_business_days_to_date**](docs/CalendarsApi.md#add_business_days_to_date) | **POST** /api/calendars/businessday/{scope}/add | [EARLY ACCESS] AddBusinessDaysToDate: Adds the requested number of Business Days to the provided date.
264
- *CalendarsApi* | [**add_date_to_calendar**](docs/CalendarsApi.md#add_date_to_calendar) | **PUT** /api/calendars/generic/{scope}/{code}/dates | [EARLY ACCESS] AddDateToCalendar: Add a date to a calendar
264
+ *CalendarsApi* | [**add_date_to_calendar**](docs/CalendarsApi.md#add_date_to_calendar) | **PUT** /api/calendars/generic/{scope}/{code}/dates | AddDateToCalendar: Add a date to a calendar
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  *CalendarsApi* | [**create_calendar**](docs/CalendarsApi.md#create_calendar) | **POST** /api/calendars/generic | [EARLY ACCESS] CreateCalendar: Create a calendar in its generic form
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  *CalendarsApi* | [**delete_calendar**](docs/CalendarsApi.md#delete_calendar) | **DELETE** /api/calendars/generic/{scope}/{code} | [EARLY ACCESS] DeleteCalendar: Delete a calendar
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  *CalendarsApi* | [**delete_date_from_calendar**](docs/CalendarsApi.md#delete_date_from_calendar) | **DELETE** /api/calendars/generic/{scope}/{code}/dates/{dateId} | [EARLY ACCESS] DeleteDateFromCalendar: Remove a date from a calendar
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  *CalendarsApi* | [**generate_schedule**](docs/CalendarsApi.md#generate_schedule) | **POST** /api/calendars/schedule/{scope} | [EARLY ACCESS] GenerateSchedule: Generate an ordered schedule of dates.
269
- *CalendarsApi* | [**get_calendar**](docs/CalendarsApi.md#get_calendar) | **GET** /api/calendars/generic/{scope}/{code} | [EARLY ACCESS] GetCalendar: Get a calendar in its generic form
269
+ *CalendarsApi* | [**get_calendar**](docs/CalendarsApi.md#get_calendar) | **GET** /api/calendars/generic/{scope}/{code} | GetCalendar: Get a calendar in its generic form
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  *CalendarsApi* | [**get_dates**](docs/CalendarsApi.md#get_dates) | **GET** /api/calendars/generic/{scope}/{code}/dates | [EARLY ACCESS] GetDates: Get dates for a specific calendar
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  *CalendarsApi* | [**is_business_date_time**](docs/CalendarsApi.md#is_business_date_time) | **GET** /api/calendars/businessday/{scope}/{code} | [EARLY ACCESS] IsBusinessDateTime: Check whether a DateTime is a \&quot;Business DateTime\&quot;
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  *CalendarsApi* | [**list_calendars**](docs/CalendarsApi.md#list_calendars) | **GET** /api/calendars/generic | [EARLY ACCESS] ListCalendars: List Calendars
273
- *CalendarsApi* | [**list_calendars_in_scope**](docs/CalendarsApi.md#list_calendars_in_scope) | **GET** /api/calendars/generic/{scope} | [EARLY ACCESS] ListCalendarsInScope: List all calenders in a specified scope
273
+ *CalendarsApi* | [**list_calendars_in_scope**](docs/CalendarsApi.md#list_calendars_in_scope) | **GET** /api/calendars/generic/{scope} | ListCalendarsInScope: List all calenders in a specified scope
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  *CalendarsApi* | [**update_calendar**](docs/CalendarsApi.md#update_calendar) | **POST** /api/calendars/generic/{scope}/{code} | [EARLY ACCESS] UpdateCalendar: Update a calendar
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  *ChartOfAccountsApi* | [**create_chart_of_accounts**](docs/ChartOfAccountsApi.md#create_chart_of_accounts) | **POST** /api/chartofaccounts/{scope} | [EXPERIMENTAL] CreateChartOfAccounts: Create a Chart of Accounts
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  *ChartOfAccountsApi* | [**create_cleardown_module**](docs/ChartOfAccountsApi.md#create_cleardown_module) | **POST** /api/chartofaccounts/{scope}/{code}/cleardownmodules | [EXPERIMENTAL] CreateCleardownModule: Create a Cleardown Module
@@ -304,7 +304,7 @@ Class | Method | HTTP request | Description
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  *ComplexMarketDataApi* | [**delete_complex_market_data**](docs/ComplexMarketDataApi.md#delete_complex_market_data) | **POST** /api/complexmarketdata/{scope}/$delete | [EARLY ACCESS] DeleteComplexMarketData: Delete one or more items of complex market data, assuming they are present.
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  *ComplexMarketDataApi* | [**get_complex_market_data**](docs/ComplexMarketDataApi.md#get_complex_market_data) | **POST** /api/complexmarketdata/{scope}/$get | [EARLY ACCESS] GetComplexMarketData: Get complex market data
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  *ComplexMarketDataApi* | [**list_complex_market_data**](docs/ComplexMarketDataApi.md#list_complex_market_data) | **GET** /api/complexmarketdata | [EXPERIMENTAL] ListComplexMarketData: List the set of ComplexMarketData
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- *ComplexMarketDataApi* | [**upsert_complex_market_data**](docs/ComplexMarketDataApi.md#upsert_complex_market_data) | **POST** /api/complexmarketdata/{scope} | [EARLY ACCESS] UpsertComplexMarketData: Upsert a set of complex market data items. This creates or updates the data in Lusid.
307
+ *ComplexMarketDataApi* | [**upsert_complex_market_data**](docs/ComplexMarketDataApi.md#upsert_complex_market_data) | **POST** /api/complexmarketdata/{scope} | UpsertComplexMarketData: Upsert a set of complex market data items. This creates or updates the data in Lusid.
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  *ComplianceApi* | [**create_compliance_template**](docs/ComplianceApi.md#create_compliance_template) | **POST** /api/compliance/templates/{scope} | [EARLY ACCESS] CreateComplianceTemplate: Create a Compliance Rule Template
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  *ComplianceApi* | [**delete_compliance_rule**](docs/ComplianceApi.md#delete_compliance_rule) | **DELETE** /api/compliance/rules/{scope}/{code} | [EARLY ACCESS] DeleteComplianceRule: Delete compliance rule.
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  *ComplianceApi* | [**delete_compliance_template**](docs/ComplianceApi.md#delete_compliance_template) | **DELETE** /api/compliance/templates/{scope}/{code} | [EARLY ACCESS] DeleteComplianceTemplate: Delete a ComplianceRuleTemplate
@@ -362,13 +362,13 @@ Class | Method | HTTP request | Description
362
362
  *CustomEntitiesApi* | [**delete_custom_entity**](docs/CustomEntitiesApi.md#delete_custom_entity) | **DELETE** /api/customentities/{entityType}/{identifierType}/{identifierValue} | [EARLY ACCESS] DeleteCustomEntity: Delete a Custom Entity instance.
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  *CustomEntitiesApi* | [**delete_custom_entity_access_metadata**](docs/CustomEntitiesApi.md#delete_custom_entity_access_metadata) | **DELETE** /api/customentities/{entityType}/{identifierType}/{identifierValue}/metadata/{metadataKey} | [EARLY ACCESS] DeleteCustomEntityAccessMetadata: Delete a Custom Entity Access Metadata entry
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  *CustomEntitiesApi* | [**get_all_custom_entity_access_metadata**](docs/CustomEntitiesApi.md#get_all_custom_entity_access_metadata) | **GET** /api/customentities/{entityType}/{identifierType}/{identifierValue}/metadata | [EARLY ACCESS] GetAllCustomEntityAccessMetadata: Get all the Access Metadata rules for a Custom Entity
365
- *CustomEntitiesApi* | [**get_custom_entity**](docs/CustomEntitiesApi.md#get_custom_entity) | **GET** /api/customentities/{entityType}/{identifierType}/{identifierValue} | [EARLY ACCESS] GetCustomEntity: Get a Custom Entity instance.
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+ *CustomEntitiesApi* | [**get_custom_entity**](docs/CustomEntitiesApi.md#get_custom_entity) | **GET** /api/customentities/{entityType}/{identifierType}/{identifierValue} | GetCustomEntity: Get a Custom Entity instance.
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  *CustomEntitiesApi* | [**get_custom_entity_access_metadata_by_key**](docs/CustomEntitiesApi.md#get_custom_entity_access_metadata_by_key) | **GET** /api/customentities/{entityType}/{identifierType}/{identifierValue}/metadata/{metadataKey} | [EARLY ACCESS] GetCustomEntityAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Custom Entity
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  *CustomEntitiesApi* | [**get_custom_entity_relationships**](docs/CustomEntitiesApi.md#get_custom_entity_relationships) | **GET** /api/customentities/{entityType}/{identifierType}/{identifierValue}/relationships | [EARLY ACCESS] GetCustomEntityRelationships: Get Relationships for Custom Entity
368
- *CustomEntitiesApi* | [**list_custom_entities**](docs/CustomEntitiesApi.md#list_custom_entities) | **GET** /api/customentities/{entityType} | [EARLY ACCESS] ListCustomEntities: List Custom Entities of the specified entityType.
368
+ *CustomEntitiesApi* | [**list_custom_entities**](docs/CustomEntitiesApi.md#list_custom_entities) | **GET** /api/customentities/{entityType} | ListCustomEntities: List Custom Entities of the specified entityType.
369
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  *CustomEntitiesApi* | [**patch_custom_entity_access_metadata**](docs/CustomEntitiesApi.md#patch_custom_entity_access_metadata) | **PATCH** /api/customentities/{entityType}/{identifierType}/{identifierValue}/metadata | [EARLY ACCESS] PatchCustomEntityAccessMetadata: Patch Access Metadata rules for a Custom Entity.
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  *CustomEntitiesApi* | [**upsert_custom_entities**](docs/CustomEntitiesApi.md#upsert_custom_entities) | **POST** /api/customentities/{entityType}/$batchUpsert | [EARLY ACCESS] UpsertCustomEntities: Batch upsert instances of Custom Entities
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- *CustomEntitiesApi* | [**upsert_custom_entity**](docs/CustomEntitiesApi.md#upsert_custom_entity) | **POST** /api/customentities/{entityType} | [EARLY ACCESS] UpsertCustomEntity: Upsert a Custom Entity instance
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+ *CustomEntitiesApi* | [**upsert_custom_entity**](docs/CustomEntitiesApi.md#upsert_custom_entity) | **POST** /api/customentities/{entityType} | UpsertCustomEntity: Upsert a Custom Entity instance
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  *CustomEntitiesApi* | [**upsert_custom_entity_access_metadata**](docs/CustomEntitiesApi.md#upsert_custom_entity_access_metadata) | **PUT** /api/customentities/{entityType}/{identifierType}/{identifierValue}/metadata/{metadataKey} | [EARLY ACCESS] UpsertCustomEntityAccessMetadata: Upsert a Custom Entity Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID.
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  *CustomEntityDefinitionsApi* | [**create_custom_entity_definition**](docs/CustomEntityDefinitionsApi.md#create_custom_entity_definition) | **POST** /api/customentities/entitytypes | [EARLY ACCESS] CreateCustomEntityDefinition: Define a new Custom Entity type.
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  *CustomEntityDefinitionsApi* | [**get_definition**](docs/CustomEntityDefinitionsApi.md#get_definition) | **GET** /api/customentities/entitytypes/{entityType} | [EARLY ACCESS] GetDefinition: Get a Custom Entity type definition.
@@ -393,11 +393,11 @@ Class | Method | HTTP request | Description
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  *DerivedTransactionPortfoliosApi* | [**create_derived_portfolio**](docs/DerivedTransactionPortfoliosApi.md#create_derived_portfolio) | **POST** /api/derivedtransactionportfolios/{scope} | CreateDerivedPortfolio: Create derived portfolio
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  *DerivedTransactionPortfoliosApi* | [**delete_derived_portfolio_details**](docs/DerivedTransactionPortfoliosApi.md#delete_derived_portfolio_details) | **DELETE** /api/derivedtransactionportfolios/{scope}/{code}/details | [EARLY ACCESS] DeleteDerivedPortfolioDetails: Delete derived portfolio details
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  *EntitiesApi* | [**get_portfolio_by_entity_unique_id**](docs/EntitiesApi.md#get_portfolio_by_entity_unique_id) | **GET** /api/entities/portfolios/{entityUniqueId} | [EXPERIMENTAL] GetPortfolioByEntityUniqueId: Get portfolio by EntityUniqueId
396
- *EntitiesApi* | [**get_portfolio_changes**](docs/EntitiesApi.md#get_portfolio_changes) | **GET** /api/entities/changes/portfolios | [EARLY ACCESS] GetPortfolioChanges: Get the next change to each portfolio in a scope.
396
+ *EntitiesApi* | [**get_portfolio_changes**](docs/EntitiesApi.md#get_portfolio_changes) | **GET** /api/entities/changes/portfolios | GetPortfolioChanges: Get the next change to each portfolio in a scope.
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  *ExecutionsApi* | [**delete_execution**](docs/ExecutionsApi.md#delete_execution) | **DELETE** /api/executions/{scope}/{code} | [EARLY ACCESS] DeleteExecution: Delete execution
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  *ExecutionsApi* | [**get_execution**](docs/ExecutionsApi.md#get_execution) | **GET** /api/executions/{scope}/{code} | [EARLY ACCESS] GetExecution: Get Execution
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- *ExecutionsApi* | [**list_executions**](docs/ExecutionsApi.md#list_executions) | **GET** /api/executions | [EARLY ACCESS] ListExecutions: List Executions
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- *ExecutionsApi* | [**upsert_executions**](docs/ExecutionsApi.md#upsert_executions) | **POST** /api/executions | [EARLY ACCESS] UpsertExecutions: Upsert Execution
399
+ *ExecutionsApi* | [**list_executions**](docs/ExecutionsApi.md#list_executions) | **GET** /api/executions | ListExecutions: List Executions
400
+ *ExecutionsApi* | [**upsert_executions**](docs/ExecutionsApi.md#upsert_executions) | **POST** /api/executions | UpsertExecutions: Upsert Execution
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  *FeeTypesApi* | [**create_fee_type**](docs/FeeTypesApi.md#create_fee_type) | **POST** /api/feetypes/{scope} | [EXPERIMENTAL] CreateFeeType: Create a FeeType.
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  *FeeTypesApi* | [**delete_fee_type**](docs/FeeTypesApi.md#delete_fee_type) | **DELETE** /api/feetypes/{scope}/{code} | [EXPERIMENTAL] DeleteFeeType: Delete a FeeType.
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  *FeeTypesApi* | [**get_fee_type**](docs/FeeTypesApi.md#get_fee_type) | **GET** /api/feetypes/{scope}/{code} | [EXPERIMENTAL] GetFeeType: Get a FeeType
@@ -427,14 +427,14 @@ Class | Method | HTTP request | Description
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  *InstrumentEventTypesApi* | [**list_transaction_templates**](docs/InstrumentEventTypesApi.md#list_transaction_templates) | **GET** /api/instrumenteventtypes/transactiontemplates | [EXPERIMENTAL] ListTransactionTemplates: List Transaction Templates
428
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  *InstrumentEventTypesApi* | [**update_transaction_template**](docs/InstrumentEventTypesApi.md#update_transaction_template) | **PUT** /api/instrumenteventtypes/{instrumentEventType}/transactiontemplates/{instrumentType}/{scope} | [EXPERIMENTAL] UpdateTransactionTemplate: Update Transaction Template
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  *InstrumentEventsApi* | [**query_applicable_instrument_events**](docs/InstrumentEventsApi.md#query_applicable_instrument_events) | **POST** /api/instrumentevents/$queryApplicableInstrumentEvents | [EXPERIMENTAL] QueryApplicableInstrumentEvents: Returns a list of applicable instrument events based on the holdings of the portfolios and date range specified in the query.
430
- *InstrumentEventsApi* | [**query_bucketed_cash_flows**](docs/InstrumentEventsApi.md#query_bucketed_cash_flows) | **POST** /api/instrumentevents/$queryBucketedCashFlows | [EXPERIMENTAL] QueryBucketedCashFlows: Returns bucketed cashflows based on the holdings of the portfolios and date range specified in the query.
430
+ *InstrumentEventsApi* | [**query_bucketed_cash_flows**](docs/InstrumentEventsApi.md#query_bucketed_cash_flows) | **POST** /api/instrumentevents/$queryBucketedCashFlows | QueryBucketedCashFlows: Returns bucketed cashflows based on the holdings of the portfolios and date range specified in the query.
431
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  *InstrumentEventsApi* | [**query_cash_flows**](docs/InstrumentEventsApi.md#query_cash_flows) | **POST** /api/instrumentevents/$queryCashFlows | [EXPERIMENTAL] QueryCashFlows: Returns a list of cashflows based on the holdings of the portfolios and date range specified in the query.
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  *InstrumentEventsApi* | [**query_instrument_events**](docs/InstrumentEventsApi.md#query_instrument_events) | **POST** /api/instrumentevents/$query | [EXPERIMENTAL] QueryInstrumentEvents: Returns a list of instrument events based on the holdings of the portfolios and date range specified in the query.
433
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  *InstrumentEventsApi* | [**query_trade_tickets**](docs/InstrumentEventsApi.md#query_trade_tickets) | **POST** /api/instrumentevents/$queryTradeTickets | [EXPERIMENTAL] QueryTradeTickets: Returns a list of trade tickets based on the holdings of the portfolios and date range specified in the query.
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  *InstrumentsApi* | [**batch_upsert_instrument_properties**](docs/InstrumentsApi.md#batch_upsert_instrument_properties) | **POST** /api/instruments/$batchupsertproperties | [EARLY ACCESS] BatchUpsertInstrumentProperties: Batch upsert instruments properties
435
- *InstrumentsApi* | [**delete_instrument**](docs/InstrumentsApi.md#delete_instrument) | **DELETE** /api/instruments/{identifierType}/{identifier} | [EARLY ACCESS] DeleteInstrument: Soft delete a single instrument
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+ *InstrumentsApi* | [**delete_instrument**](docs/InstrumentsApi.md#delete_instrument) | **DELETE** /api/instruments/{identifierType}/{identifier} | DeleteInstrument: Soft delete a single instrument
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  *InstrumentsApi* | [**delete_instrument_properties**](docs/InstrumentsApi.md#delete_instrument_properties) | **POST** /api/instruments/{identifierType}/{identifier}/properties/$delete | [EARLY ACCESS] DeleteInstrumentProperties: Delete instrument properties
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- *InstrumentsApi* | [**delete_instruments**](docs/InstrumentsApi.md#delete_instruments) | **POST** /api/instruments/$delete | [EARLY ACCESS] DeleteInstruments: Soft or hard delete multiple instruments
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+ *InstrumentsApi* | [**delete_instruments**](docs/InstrumentsApi.md#delete_instruments) | **POST** /api/instruments/$delete | DeleteInstruments: Soft or hard delete multiple instruments
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  *InstrumentsApi* | [**get_all_possible_features**](docs/InstrumentsApi.md#get_all_possible_features) | **GET** /api/instruments/{instrumentType}/allfeatures | [EXPERIMENTAL] GetAllPossibleFeatures: Provides list of all possible features for instrument type.
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  *InstrumentsApi* | [**get_existing_instrument_capabilities**](docs/InstrumentsApi.md#get_existing_instrument_capabilities) | **GET** /api/instruments/{identifier}/capabilities | [EXPERIMENTAL] GetExistingInstrumentCapabilities: Retrieve capabilities of an existing instrument identified by LUID. These include instrument features, and if model is provided it also includes supported address keys and economic dependencies. Given an lusid instrument id provides instrument capabilities, outlining features, and, given the model, the capabilities also include supported addresses as well as economic dependencies.
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  *InstrumentsApi* | [**get_existing_instrument_models**](docs/InstrumentsApi.md#get_existing_instrument_models) | **GET** /api/instruments/{identifier}/models | GetExistingInstrumentModels: Retrieve supported pricing models for an existing instrument identified by LUID.
@@ -459,23 +459,23 @@ Class | Method | HTTP request | Description
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  *LegacyComplianceApi* | [**list_legacy_compliance_run_info**](docs/LegacyComplianceApi.md#list_legacy_compliance_run_info) | **GET** /api/legacy/compliance/runs | [EXPERIMENTAL] ListLegacyComplianceRunInfo: List historical compliance run ids.
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  *LegacyComplianceApi* | [**run_legacy_compliance**](docs/LegacyComplianceApi.md#run_legacy_compliance) | **POST** /api/legacy/compliance/runs | [EXPERIMENTAL] RunLegacyCompliance: Kick off the compliance check process
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  *LegacyComplianceApi* | [**upsert_legacy_compliance_rules**](docs/LegacyComplianceApi.md#upsert_legacy_compliance_rules) | **POST** /api/legacy/compliance/rules | [EXPERIMENTAL] UpsertLegacyComplianceRules: Upsert compliance rules.
462
- *LegalEntitiesApi* | [**delete_legal_entity**](docs/LegalEntitiesApi.md#delete_legal_entity) | **DELETE** /api/legalentities/{idTypeScope}/{idTypeCode}/{code} | [EARLY ACCESS] DeleteLegalEntity: Delete Legal Entity
462
+ *LegalEntitiesApi* | [**delete_legal_entity**](docs/LegalEntitiesApi.md#delete_legal_entity) | **DELETE** /api/legalentities/{idTypeScope}/{idTypeCode}/{code} | DeleteLegalEntity: Delete Legal Entity
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  *LegalEntitiesApi* | [**delete_legal_entity_access_metadata**](docs/LegalEntitiesApi.md#delete_legal_entity_access_metadata) | **DELETE** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/metadata/{metadataKey} | [EARLY ACCESS] DeleteLegalEntityAccessMetadata: Delete a Legal Entity Access Metadata entry
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  *LegalEntitiesApi* | [**delete_legal_entity_identifiers**](docs/LegalEntitiesApi.md#delete_legal_entity_identifiers) | **DELETE** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/identifiers | [EARLY ACCESS] DeleteLegalEntityIdentifiers: Delete Legal Entity Identifiers
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  *LegalEntitiesApi* | [**delete_legal_entity_properties**](docs/LegalEntitiesApi.md#delete_legal_entity_properties) | **DELETE** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/properties | [EARLY ACCESS] DeleteLegalEntityProperties: Delete Legal Entity Properties
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- *LegalEntitiesApi* | [**get_all_legal_entity_access_metadata**](docs/LegalEntitiesApi.md#get_all_legal_entity_access_metadata) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/metadata | [EARLY ACCESS] GetAllLegalEntityAccessMetadata: Get Access Metadata rules for a Legal Entity
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- *LegalEntitiesApi* | [**get_legal_entity**](docs/LegalEntitiesApi.md#get_legal_entity) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode}/{code} | [EARLY ACCESS] GetLegalEntity: Get Legal Entity
466
+ *LegalEntitiesApi* | [**get_all_legal_entity_access_metadata**](docs/LegalEntitiesApi.md#get_all_legal_entity_access_metadata) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/metadata | GetAllLegalEntityAccessMetadata: Get Access Metadata rules for a Legal Entity
467
+ *LegalEntitiesApi* | [**get_legal_entity**](docs/LegalEntitiesApi.md#get_legal_entity) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode}/{code} | GetLegalEntity: Get Legal Entity
468
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  *LegalEntitiesApi* | [**get_legal_entity_access_metadata_by_key**](docs/LegalEntitiesApi.md#get_legal_entity_access_metadata_by_key) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/metadata/{metadataKey} | [EARLY ACCESS] GetLegalEntityAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Legal Entity
469
- *LegalEntitiesApi* | [**get_legal_entity_property_time_series**](docs/LegalEntitiesApi.md#get_legal_entity_property_time_series) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/properties/time-series | [EARLY ACCESS] GetLegalEntityPropertyTimeSeries: Get Legal Entity Property Time Series
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- *LegalEntitiesApi* | [**get_legal_entity_relations**](docs/LegalEntitiesApi.md#get_legal_entity_relations) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/relations | [EXPERIMENTAL] GetLegalEntityRelations: Get Relations for Legal Entity
471
- *LegalEntitiesApi* | [**get_legal_entity_relationships**](docs/LegalEntitiesApi.md#get_legal_entity_relationships) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/relationships | [EARLY ACCESS] GetLegalEntityRelationships: Get Relationships for Legal Entity
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- *LegalEntitiesApi* | [**list_all_legal_entities**](docs/LegalEntitiesApi.md#list_all_legal_entities) | **GET** /api/legalentities | [EARLY ACCESS] ListAllLegalEntities: List Legal Entities
473
- *LegalEntitiesApi* | [**list_legal_entities**](docs/LegalEntitiesApi.md#list_legal_entities) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode} | [EARLY ACCESS] ListLegalEntities: List Legal Entities
469
+ *LegalEntitiesApi* | [**get_legal_entity_property_time_series**](docs/LegalEntitiesApi.md#get_legal_entity_property_time_series) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/properties/time-series | GetLegalEntityPropertyTimeSeries: Get Legal Entity Property Time Series
470
+ *LegalEntitiesApi* | [**get_legal_entity_relations**](docs/LegalEntitiesApi.md#get_legal_entity_relations) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/relations | GetLegalEntityRelations: Get Relations for Legal Entity
471
+ *LegalEntitiesApi* | [**get_legal_entity_relationships**](docs/LegalEntitiesApi.md#get_legal_entity_relationships) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/relationships | GetLegalEntityRelationships: Get Relationships for Legal Entity
472
+ *LegalEntitiesApi* | [**list_all_legal_entities**](docs/LegalEntitiesApi.md#list_all_legal_entities) | **GET** /api/legalentities | ListAllLegalEntities: List Legal Entities
473
+ *LegalEntitiesApi* | [**list_legal_entities**](docs/LegalEntitiesApi.md#list_legal_entities) | **GET** /api/legalentities/{idTypeScope}/{idTypeCode} | ListLegalEntities: List Legal Entities
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  *LegalEntitiesApi* | [**patch_legal_entity_access_metadata**](docs/LegalEntitiesApi.md#patch_legal_entity_access_metadata) | **PATCH** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/metadata | [EARLY ACCESS] PatchLegalEntityAccessMetadata: Patch Access Metadata rules for a Legal Entity.
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  *LegalEntitiesApi* | [**set_legal_entity_identifiers**](docs/LegalEntitiesApi.md#set_legal_entity_identifiers) | **POST** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/identifiers | [EARLY ACCESS] SetLegalEntityIdentifiers: Set Legal Entity Identifiers
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- *LegalEntitiesApi* | [**set_legal_entity_properties**](docs/LegalEntitiesApi.md#set_legal_entity_properties) | **POST** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/properties | [EARLY ACCESS] SetLegalEntityProperties: Set Legal Entity Properties
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+ *LegalEntitiesApi* | [**set_legal_entity_properties**](docs/LegalEntitiesApi.md#set_legal_entity_properties) | **POST** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/properties | SetLegalEntityProperties: Set Legal Entity Properties
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  *LegalEntitiesApi* | [**upsert_legal_entities**](docs/LegalEntitiesApi.md#upsert_legal_entities) | **POST** /api/legalentities/$batchUpsert | [EARLY ACCESS] UpsertLegalEntities: Pluralised upsert of Legal Entities
478
- *LegalEntitiesApi* | [**upsert_legal_entity**](docs/LegalEntitiesApi.md#upsert_legal_entity) | **POST** /api/legalentities | [EARLY ACCESS] UpsertLegalEntity: Upsert Legal Entity
478
+ *LegalEntitiesApi* | [**upsert_legal_entity**](docs/LegalEntitiesApi.md#upsert_legal_entity) | **POST** /api/legalentities | UpsertLegalEntity: Upsert Legal Entity
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  *LegalEntitiesApi* | [**upsert_legal_entity_access_metadata**](docs/LegalEntitiesApi.md#upsert_legal_entity_access_metadata) | **PUT** /api/legalentities/{idTypeScope}/{idTypeCode}/{code}/metadata/{metadataKey} | [EARLY ACCESS] UpsertLegalEntityAccessMetadata: Upsert a Legal Entity Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID.
480
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  *OrderGraphApi* | [**list_order_graph_blocks**](docs/OrderGraphApi.md#list_order_graph_blocks) | **GET** /api/ordergraph/blocks | [EARLY ACCESS] ListOrderGraphBlocks: Lists blocks that pass the filter provided, and builds a summary picture of the state of their associated order entities.
481
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  *OrderGraphApi* | [**list_order_graph_placement_children**](docs/OrderGraphApi.md#list_order_graph_placement_children) | **GET** /api/ordergraph/placementchildren/{scope}/{code} | [EARLY ACCESS] ListOrderGraphPlacementChildren: Lists all placements for the parent placement specified by the scope and code, and builds a summary picture of the state of their associated order entities.
@@ -491,8 +491,8 @@ Class | Method | HTTP request | Description
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  *OrderManagementApi* | [**run_allocation_service**](docs/OrderManagementApi.md#run_allocation_service) | **POST** /api/ordermanagement/allocate | [EXPERIMENTAL] RunAllocationService: Runs the Allocation Service
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  *OrdersApi* | [**delete_order**](docs/OrdersApi.md#delete_order) | **DELETE** /api/orders/{scope}/{code} | [EARLY ACCESS] DeleteOrder: Delete order
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  *OrdersApi* | [**get_order**](docs/OrdersApi.md#get_order) | **GET** /api/orders/{scope}/{code} | [EARLY ACCESS] GetOrder: Get Order
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- *OrdersApi* | [**list_orders**](docs/OrdersApi.md#list_orders) | **GET** /api/orders | [EARLY ACCESS] ListOrders: List Orders
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- *OrdersApi* | [**upsert_orders**](docs/OrdersApi.md#upsert_orders) | **POST** /api/orders | [EARLY ACCESS] UpsertOrders: Upsert Order
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+ *OrdersApi* | [**list_orders**](docs/OrdersApi.md#list_orders) | **GET** /api/orders | ListOrders: List Orders
495
+ *OrdersApi* | [**upsert_orders**](docs/OrdersApi.md#upsert_orders) | **POST** /api/orders | UpsertOrders: Upsert Order
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  *PackagesApi* | [**delete_package**](docs/PackagesApi.md#delete_package) | **DELETE** /api/packages/{scope}/{code} | [EXPERIMENTAL] DeletePackage: Delete package
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  *PackagesApi* | [**get_package**](docs/PackagesApi.md#get_package) | **GET** /api/packages/{scope}/{code} | [EXPERIMENTAL] GetPackage: Get Package
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  *PackagesApi* | [**list_packages**](docs/PackagesApi.md#list_packages) | **GET** /api/packages | [EXPERIMENTAL] ListPackages: List Packages
@@ -543,13 +543,13 @@ Class | Method | HTTP request | Description
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  *PortfolioGroupsApi* | [**get_portfolio_group_relations**](docs/PortfolioGroupsApi.md#get_portfolio_group_relations) | **GET** /api/portfoliogroups/{scope}/{code}/relations | [EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group
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  *PortfolioGroupsApi* | [**get_portfolio_group_relationships**](docs/PortfolioGroupsApi.md#get_portfolio_group_relationships) | **GET** /api/portfoliogroups/{scope}/{code}/relationships | [EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group
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  *PortfolioGroupsApi* | [**get_transactions_for_portfolio_group**](docs/PortfolioGroupsApi.md#get_transactions_for_portfolio_group) | **GET** /api/portfoliogroups/{scope}/{code}/transactions | GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group
546
- *PortfolioGroupsApi* | [**list_portfolio_groups**](docs/PortfolioGroupsApi.md#list_portfolio_groups) | **GET** /api/portfoliogroups/{scope} | [EARLY ACCESS] ListPortfolioGroups: List portfolio groups
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+ *PortfolioGroupsApi* | [**list_portfolio_groups**](docs/PortfolioGroupsApi.md#list_portfolio_groups) | **GET** /api/portfoliogroups/{scope} | ListPortfolioGroups: List portfolio groups
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  *PortfolioGroupsApi* | [**patch_portfolio_group_access_metadata**](docs/PortfolioGroupsApi.md#patch_portfolio_group_access_metadata) | **PATCH** /api/portfoliogroups/{scope}/{code}/metadata | [EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group.
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  *PortfolioGroupsApi* | [**update_portfolio_group**](docs/PortfolioGroupsApi.md#update_portfolio_group) | **PUT** /api/portfoliogroups/{scope}/{code} | [EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group
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  *PortfolioGroupsApi* | [**upsert_group_properties**](docs/PortfolioGroupsApi.md#upsert_group_properties) | **POST** /api/portfoliogroups/{scope}/{code}/properties/$upsert | [EARLY ACCESS] UpsertGroupProperties: Upsert group properties
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- *PortfolioGroupsApi* | [**upsert_portfolio_group_access_metadata**](docs/PortfolioGroupsApi.md#upsert_portfolio_group_access_metadata) | **PUT** /api/portfoliogroups/{scope}/{code}/metadata/{metadataKey} | [EARLY ACCESS] UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID.
550
+ *PortfolioGroupsApi* | [**upsert_portfolio_group_access_metadata**](docs/PortfolioGroupsApi.md#upsert_portfolio_group_access_metadata) | **PUT** /api/portfoliogroups/{scope}/{code}/metadata/{metadataKey} | UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID.
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  *PortfoliosApi* | [**delete_instrument_event_instruction**](docs/PortfoliosApi.md#delete_instrument_event_instruction) | **DELETE** /api/portfolios/{scope}/{code}/instrumenteventinstructions/{instrumentEventInstructionId} | [EARLY ACCESS] DeleteInstrumentEventInstruction: Delete Instrument Event Instruction
552
- *PortfoliosApi* | [**delete_key_from_portfolio_access_metadata**](docs/PortfoliosApi.md#delete_key_from_portfolio_access_metadata) | **DELETE** /api/portfolios/{scope}/{code}/metadata/{metadataKey} | [EARLY ACCESS] DeleteKeyFromPortfolioAccessMetadata: Delete a Portfolio Access Metadata Rule
552
+ *PortfoliosApi* | [**delete_key_from_portfolio_access_metadata**](docs/PortfoliosApi.md#delete_key_from_portfolio_access_metadata) | **DELETE** /api/portfolios/{scope}/{code}/metadata/{metadataKey} | DeleteKeyFromPortfolioAccessMetadata: Delete a Portfolio Access Metadata Rule
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  *PortfoliosApi* | [**delete_portfolio**](docs/PortfoliosApi.md#delete_portfolio) | **DELETE** /api/portfolios/{scope}/{code} | DeletePortfolio: Delete portfolio
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  *PortfoliosApi* | [**delete_portfolio_properties**](docs/PortfoliosApi.md#delete_portfolio_properties) | **DELETE** /api/portfolios/{scope}/{code}/properties | DeletePortfolioProperties: Delete portfolio properties
555
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  *PortfoliosApi* | [**delete_portfolio_returns**](docs/PortfoliosApi.md#delete_portfolio_returns) | **DELETE** /api/portfolios/{scope}/{code}/returns/{returnScope}/{returnCode}/$delete | [EARLY ACCESS] DeletePortfolioReturns: Delete Returns
@@ -558,26 +558,26 @@ Class | Method | HTTP request | Description
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  *PortfoliosApi* | [**get_instrument_event_instruction**](docs/PortfoliosApi.md#get_instrument_event_instruction) | **GET** /api/portfolios/{scope}/{code}/instrumenteventinstructions/{instrumentEventInstructionId} | [EARLY ACCESS] GetInstrumentEventInstruction: Get Instrument Event Instruction
559
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  *PortfoliosApi* | [**get_portfolio**](docs/PortfoliosApi.md#get_portfolio) | **GET** /api/portfolios/{scope}/{code} | GetPortfolio: Get portfolio
560
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  *PortfoliosApi* | [**get_portfolio_aggregate_returns**](docs/PortfoliosApi.md#get_portfolio_aggregate_returns) | **GET** /api/portfolios/{scope}/{code}/returns/{returnScope}/{returnCode}/aggregated | [DEPRECATED] GetPortfolioAggregateReturns: Aggregate Returns (This is a deprecated endpoint).
561
- *PortfoliosApi* | [**get_portfolio_aggregated_returns**](docs/PortfoliosApi.md#get_portfolio_aggregated_returns) | **POST** /api/portfolios/{scope}/{code}/returns/$aggregated | [EARLY ACCESS] GetPortfolioAggregatedReturns: Aggregated Returns
561
+ *PortfoliosApi* | [**get_portfolio_aggregated_returns**](docs/PortfoliosApi.md#get_portfolio_aggregated_returns) | **POST** /api/portfolios/{scope}/{code}/returns/$aggregated | GetPortfolioAggregatedReturns: Aggregated Returns
562
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  *PortfoliosApi* | [**get_portfolio_commands**](docs/PortfoliosApi.md#get_portfolio_commands) | **GET** /api/portfolios/{scope}/{code}/commands | GetPortfolioCommands: Get portfolio commands
563
- *PortfoliosApi* | [**get_portfolio_metadata**](docs/PortfoliosApi.md#get_portfolio_metadata) | **GET** /api/portfolios/{scope}/{code}/metadata | [EARLY ACCESS] GetPortfolioMetadata: Get access metadata rules for a portfolio
563
+ *PortfoliosApi* | [**get_portfolio_metadata**](docs/PortfoliosApi.md#get_portfolio_metadata) | **GET** /api/portfolios/{scope}/{code}/metadata | GetPortfolioMetadata: Get access metadata rules for a portfolio
564
564
  *PortfoliosApi* | [**get_portfolio_properties**](docs/PortfoliosApi.md#get_portfolio_properties) | **GET** /api/portfolios/{scope}/{code}/properties | GetPortfolioProperties: Get portfolio properties
565
- *PortfoliosApi* | [**get_portfolio_property_time_series**](docs/PortfoliosApi.md#get_portfolio_property_time_series) | **GET** /api/portfolios/{scope}/{code}/properties/time-series | [EARLY ACCESS] GetPortfolioPropertyTimeSeries: Get portfolio property time series
565
+ *PortfoliosApi* | [**get_portfolio_property_time_series**](docs/PortfoliosApi.md#get_portfolio_property_time_series) | **GET** /api/portfolios/{scope}/{code}/properties/time-series | GetPortfolioPropertyTimeSeries: Get portfolio property time series
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  *PortfoliosApi* | [**get_portfolio_relations**](docs/PortfoliosApi.md#get_portfolio_relations) | **GET** /api/portfolios/{scope}/{code}/relations | [EXPERIMENTAL] GetPortfolioRelations: Get portfolio relations
567
- *PortfoliosApi* | [**get_portfolio_relationships**](docs/PortfoliosApi.md#get_portfolio_relationships) | **GET** /api/portfolios/{scope}/{code}/relationships | [EARLY ACCESS] GetPortfolioRelationships: Get portfolio relationships
568
- *PortfoliosApi* | [**get_portfolio_returns**](docs/PortfoliosApi.md#get_portfolio_returns) | **GET** /api/portfolios/{scope}/{code}/returns/{returnScope}/{returnCode} | [EARLY ACCESS] GetPortfolioReturns: Get Returns
567
+ *PortfoliosApi* | [**get_portfolio_relationships**](docs/PortfoliosApi.md#get_portfolio_relationships) | **GET** /api/portfolios/{scope}/{code}/relationships | GetPortfolioRelationships: Get portfolio relationships
568
+ *PortfoliosApi* | [**get_portfolio_returns**](docs/PortfoliosApi.md#get_portfolio_returns) | **GET** /api/portfolios/{scope}/{code}/returns/{returnScope}/{returnCode} | GetPortfolioReturns: Get Returns
569
569
  *PortfoliosApi* | [**get_portfolios_access_metadata_by_key**](docs/PortfoliosApi.md#get_portfolios_access_metadata_by_key) | **GET** /api/portfolios/{scope}/{code}/metadata/{metadataKey} | [EARLY ACCESS] GetPortfoliosAccessMetadataByKey: Get an entry identified by a metadataKey in the access metadata object
570
570
  *PortfoliosApi* | [**list_instrument_event_instructions**](docs/PortfoliosApi.md#list_instrument_event_instructions) | **GET** /api/portfolios/{scope}/{code}/instrumenteventinstructions | [EARLY ACCESS] ListInstrumentEventInstructions: List Instrument Event Instructions
571
571
  *PortfoliosApi* | [**list_portfolio_properties**](docs/PortfoliosApi.md#list_portfolio_properties) | **GET** /api/portfolios/{scope}/{code}/properties/list | [EARLY ACCESS] ListPortfolioProperties: Get portfolio properties
572
572
  *PortfoliosApi* | [**list_portfolios**](docs/PortfoliosApi.md#list_portfolios) | **GET** /api/portfolios | ListPortfolios: List portfolios
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  *PortfoliosApi* | [**list_portfolios_for_scope**](docs/PortfoliosApi.md#list_portfolios_for_scope) | **GET** /api/portfolios/{scope} | ListPortfoliosForScope: List portfolios for scope
574
- *PortfoliosApi* | [**patch_portfolio**](docs/PortfoliosApi.md#patch_portfolio) | **PATCH** /api/portfolios/{scope}/{code} | [EARLY ACCESS] PatchPortfolio: Patch portfolio.
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+ *PortfoliosApi* | [**patch_portfolio**](docs/PortfoliosApi.md#patch_portfolio) | **PATCH** /api/portfolios/{scope}/{code} | PatchPortfolio: Patch portfolio.
575
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  *PortfoliosApi* | [**patch_portfolio_access_metadata**](docs/PortfoliosApi.md#patch_portfolio_access_metadata) | **PATCH** /api/portfolios/{scope}/{code}/metadata | [EARLY ACCESS] PatchPortfolioAccessMetadata: Patch Access Metadata rules for a Portfolio.
576
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  *PortfoliosApi* | [**update_portfolio**](docs/PortfoliosApi.md#update_portfolio) | **PUT** /api/portfolios/{scope}/{code} | UpdatePortfolio: Update portfolio
577
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  *PortfoliosApi* | [**upsert_instrument_event_instructions**](docs/PortfoliosApi.md#upsert_instrument_event_instructions) | **POST** /api/portfolios/{scope}/{code}/instrumenteventinstructions | [EARLY ACCESS] UpsertInstrumentEventInstructions: Upsert Instrument Event Instructions
578
578
  *PortfoliosApi* | [**upsert_portfolio_access_metadata**](docs/PortfoliosApi.md#upsert_portfolio_access_metadata) | **PUT** /api/portfolios/{scope}/{code}/metadata/{metadataKey} | [EARLY ACCESS] UpsertPortfolioAccessMetadata: Upsert a Portfolio Access Metadata Rule associated with specific metadataKey. This creates or updates the data in LUSID.
579
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  *PortfoliosApi* | [**upsert_portfolio_properties**](docs/PortfoliosApi.md#upsert_portfolio_properties) | **POST** /api/portfolios/{scope}/{code}/properties | UpsertPortfolioProperties: Upsert portfolio properties
580
- *PortfoliosApi* | [**upsert_portfolio_returns**](docs/PortfoliosApi.md#upsert_portfolio_returns) | **POST** /api/portfolios/{scope}/{code}/returns/{returnScope}/{returnCode} | [EARLY ACCESS] UpsertPortfolioReturns: Upsert Returns
580
+ *PortfoliosApi* | [**upsert_portfolio_returns**](docs/PortfoliosApi.md#upsert_portfolio_returns) | **POST** /api/portfolios/{scope}/{code}/returns/{returnScope}/{returnCode} | UpsertPortfolioReturns: Upsert Returns
581
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  *PropertyDefinitionsApi* | [**create_derived_property_definition**](docs/PropertyDefinitionsApi.md#create_derived_property_definition) | **POST** /api/propertydefinitions/derived | [EARLY ACCESS] CreateDerivedPropertyDefinition: Create derived property definition
582
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  *PropertyDefinitionsApi* | [**create_property_definition**](docs/PropertyDefinitionsApi.md#create_property_definition) | **POST** /api/propertydefinitions | CreatePropertyDefinition: Create property definition
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  *PropertyDefinitionsApi* | [**delete_property_definition**](docs/PropertyDefinitionsApi.md#delete_property_definition) | **DELETE** /api/propertydefinitions/{domain}/{scope}/{code} | DeletePropertyDefinition: Delete property definition
@@ -588,11 +588,11 @@ Class | Method | HTTP request | Description
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  *PropertyDefinitionsApi* | [**list_property_definitions**](docs/PropertyDefinitionsApi.md#list_property_definitions) | **GET** /api/propertydefinitions/$list | ListPropertyDefinitions: List property definitions
589
589
  *PropertyDefinitionsApi* | [**update_derived_property_definition**](docs/PropertyDefinitionsApi.md#update_derived_property_definition) | **PUT** /api/propertydefinitions/derived/{domain}/{scope}/{code} | [EARLY ACCESS] UpdateDerivedPropertyDefinition: Update a pre-existing derived property definition
590
590
  *PropertyDefinitionsApi* | [**update_property_definition**](docs/PropertyDefinitionsApi.md#update_property_definition) | **PUT** /api/propertydefinitions/{domain}/{scope}/{code} | UpdatePropertyDefinition: Update property definition
591
- *PropertyDefinitionsApi* | [**upsert_property_definition_properties**](docs/PropertyDefinitionsApi.md#upsert_property_definition_properties) | **POST** /api/propertydefinitions/{domain}/{scope}/{code}/properties | [EARLY ACCESS] UpsertPropertyDefinitionProperties: Upsert properties to a property definition
591
+ *PropertyDefinitionsApi* | [**upsert_property_definition_properties**](docs/PropertyDefinitionsApi.md#upsert_property_definition_properties) | **POST** /api/propertydefinitions/{domain}/{scope}/{code}/properties | UpsertPropertyDefinitionProperties: Upsert properties to a property definition
592
592
  *QueryableKeysApi* | [**get_all_queryable_keys**](docs/QueryableKeysApi.md#get_all_queryable_keys) | **GET** /api/queryablekeys | [EARLY ACCESS] GetAllQueryableKeys: Query the set of supported \&quot;addresses\&quot; that can be queried from all endpoints.
593
593
  *QuotesApi* | [**delete_quote_access_metadata_rule**](docs/QuotesApi.md#delete_quote_access_metadata_rule) | **DELETE** /api/metadata/quotes/rules/{scope} | [EXPERIMENTAL] DeleteQuoteAccessMetadataRule: Delete a Quote Access Metadata Rule
594
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  *QuotesApi* | [**delete_quotes**](docs/QuotesApi.md#delete_quotes) | **POST** /api/quotes/{scope}/$delete | DeleteQuotes: Delete quotes
595
- *QuotesApi* | [**get_quotes**](docs/QuotesApi.md#get_quotes) | **POST** /api/quotes/{scope}/$get | [EARLY ACCESS] GetQuotes: Get quotes
595
+ *QuotesApi* | [**get_quotes**](docs/QuotesApi.md#get_quotes) | **POST** /api/quotes/{scope}/$get | GetQuotes: Get quotes
596
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  *QuotesApi* | [**get_quotes_access_metadata_rule**](docs/QuotesApi.md#get_quotes_access_metadata_rule) | **GET** /api/metadata/quotes/rules | [EXPERIMENTAL] GetQuotesAccessMetadataRule: Get a quote access metadata rule
597
597
  *QuotesApi* | [**list_quotes**](docs/QuotesApi.md#list_quotes) | **GET** /api/quotes/{scope}/$deprecated | [DEPRECATED] ListQuotes: List quotes
598
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  *QuotesApi* | [**list_quotes_access_metadata_rules**](docs/QuotesApi.md#list_quotes_access_metadata_rules) | **GET** /api/metadata/quotes/rules/{scope} | [EXPERIMENTAL] ListQuotesAccessMetadataRules: List all quote access metadata rules in a scope
@@ -632,7 +632,7 @@ Class | Method | HTTP request | Description
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  *RelationshipDefinitionsApi* | [**get_relationship_definition**](docs/RelationshipDefinitionsApi.md#get_relationship_definition) | **GET** /api/relationshipdefinitions/{scope}/{code} | [EARLY ACCESS] GetRelationshipDefinition: Get relationship definition
633
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  *RelationshipDefinitionsApi* | [**list_relationship_definitions**](docs/RelationshipDefinitionsApi.md#list_relationship_definitions) | **GET** /api/relationshipdefinitions | [EARLY ACCESS] ListRelationshipDefinitions: List relationship definitions
634
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  *RelationshipDefinitionsApi* | [**update_relationship_definition**](docs/RelationshipDefinitionsApi.md#update_relationship_definition) | **PUT** /api/relationshipdefinitions/{scope}/{code} | [EARLY ACCESS] UpdateRelationshipDefinition: Update Relationship Definition
635
- *RelationshipsApi* | [**create_relationship**](docs/RelationshipsApi.md#create_relationship) | **POST** /api/relationshipdefinitions/{scope}/{code}/relationships | [EARLY ACCESS] CreateRelationship: Create Relationship
635
+ *RelationshipsApi* | [**create_relationship**](docs/RelationshipsApi.md#create_relationship) | **POST** /api/relationshipdefinitions/{scope}/{code}/relationships | CreateRelationship: Create Relationship
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  *RelationshipsApi* | [**delete_relationship**](docs/RelationshipsApi.md#delete_relationship) | **POST** /api/relationshipdefinitions/{scope}/{code}/relationships/$delete | [EARLY ACCESS] DeleteRelationship: Delete Relationship
637
637
  *SchemasApi* | [**get_entity_schema**](docs/SchemasApi.md#get_entity_schema) | **GET** /api/schemas/entities/{entity} | [EARLY ACCESS] GetEntitySchema: Get schema
638
638
  *SchemasApi* | [**get_property_schema**](docs/SchemasApi.md#get_property_schema) | **GET** /api/schemas/properties | [EARLY ACCESS] GetPropertySchema: Get property schema
@@ -665,15 +665,15 @@ Class | Method | HTTP request | Description
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  *StagingRuleSetApi* | [**get_staging_rule_set**](docs/StagingRuleSetApi.md#get_staging_rule_set) | **GET** /api/stagingrulesets/{entityType} | [EXPERIMENTAL] GetStagingRuleSet: Get a StagingRuleSet
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  *StagingRuleSetApi* | [**list_staging_rule_sets**](docs/StagingRuleSetApi.md#list_staging_rule_sets) | **GET** /api/stagingrulesets | [EXPERIMENTAL] ListStagingRuleSets: List StagingRuleSets
667
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  *StagingRuleSetApi* | [**update_staging_rule_set**](docs/StagingRuleSetApi.md#update_staging_rule_set) | **PUT** /api/stagingrulesets/{entityType} | [EXPERIMENTAL] UpdateStagingRuleSet: Update a StagingRuleSet
668
- *StructuredResultDataApi* | [**create_data_map**](docs/StructuredResultDataApi.md#create_data_map) | **POST** /api/unitresults/datamap/{scope} | [EXPERIMENTAL] CreateDataMap: Create data map
668
+ *StructuredResultDataApi* | [**create_data_map**](docs/StructuredResultDataApi.md#create_data_map) | **POST** /api/unitresults/datamap/{scope} | CreateDataMap: Create data map
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  *StructuredResultDataApi* | [**delete_structured_result_data**](docs/StructuredResultDataApi.md#delete_structured_result_data) | **POST** /api/unitresults/{scope}/$delete | [EXPERIMENTAL] DeleteStructuredResultData: Delete structured result data
670
670
  *StructuredResultDataApi* | [**get_address_key_definitions_for_document**](docs/StructuredResultDataApi.md#get_address_key_definitions_for_document) | **GET** /api/unitresults/virtualdocument/{scope}/{code}/{source}/{resultType}/addresskeydefinitions | [EARLY ACCESS] GetAddressKeyDefinitionsForDocument: Get AddressKeyDefinitions for a virtual document.
671
671
  *StructuredResultDataApi* | [**get_data_map**](docs/StructuredResultDataApi.md#get_data_map) | **POST** /api/unitresults/datamap/{scope}/$get | [EXPERIMENTAL] GetDataMap: Get data map
672
- *StructuredResultDataApi* | [**get_structured_result_data**](docs/StructuredResultDataApi.md#get_structured_result_data) | **POST** /api/unitresults/{scope}/$get | [EXPERIMENTAL] GetStructuredResultData: Get structured result data
672
+ *StructuredResultDataApi* | [**get_structured_result_data**](docs/StructuredResultDataApi.md#get_structured_result_data) | **POST** /api/unitresults/{scope}/$get | GetStructuredResultData: Get structured result data
673
673
  *StructuredResultDataApi* | [**get_virtual_document**](docs/StructuredResultDataApi.md#get_virtual_document) | **POST** /api/unitresults/virtualdocument/{scope}/$get | [EXPERIMENTAL] GetVirtualDocument: Get Virtual Documents
674
674
  *StructuredResultDataApi* | [**get_virtual_document_rows**](docs/StructuredResultDataApi.md#get_virtual_document_rows) | **GET** /api/unitresults/virtualdocument/{scope}/{code}/{source}/{resultType} | [EARLY ACCESS] GetVirtualDocumentRows: Get Virtual Document Rows
675
675
  *StructuredResultDataApi* | [**upsert_result_value**](docs/StructuredResultDataApi.md#upsert_result_value) | **POST** /api/unitresults/resultvalue/{scope} | [EXPERIMENTAL] UpsertResultValue: Upsert result value
676
- *StructuredResultDataApi* | [**upsert_structured_result_data**](docs/StructuredResultDataApi.md#upsert_structured_result_data) | **POST** /api/unitresults/{scope} | [BETA] UpsertStructuredResultData: Upsert structured result data
676
+ *StructuredResultDataApi* | [**upsert_structured_result_data**](docs/StructuredResultDataApi.md#upsert_structured_result_data) | **POST** /api/unitresults/{scope} | UpsertStructuredResultData: Upsert structured result data
677
677
  *SystemConfigurationApi* | [**create_configuration_transaction_type**](docs/SystemConfigurationApi.md#create_configuration_transaction_type) | **POST** /api/systemconfiguration/transactions/type | [EARLY ACCESS] CreateConfigurationTransactionType: Create transaction type
678
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  *SystemConfigurationApi* | [**create_side_definition**](docs/SystemConfigurationApi.md#create_side_definition) | **POST** /api/systemconfiguration/transactions/side | [EXPERIMENTAL] CreateSideDefinition: Create side definition
679
679
  *SystemConfigurationApi* | [**delete_transaction_configuration_source**](docs/SystemConfigurationApi.md#delete_transaction_configuration_source) | **DELETE** /api/systemconfiguration/transactions/type/{source} | [EXPERIMENTAL] DeleteTransactionConfigurationSource: Delete all transaction configurations for a source
@@ -722,15 +722,15 @@ Class | Method | HTTP request | Description
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  *TransactionPortfoliosApi* | [**get_holdings**](docs/TransactionPortfoliosApi.md#get_holdings) | **GET** /api/transactionportfolios/{scope}/{code}/holdings | GetHoldings: Get holdings
723
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  *TransactionPortfoliosApi* | [**get_holdings_adjustment**](docs/TransactionPortfoliosApi.md#get_holdings_adjustment) | **GET** /api/transactionportfolios/{scope}/{code}/holdingsadjustments/{effectiveAt} | GetHoldingsAdjustment: Get holdings adjustment
724
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  *TransactionPortfoliosApi* | [**get_holdings_with_orders**](docs/TransactionPortfoliosApi.md#get_holdings_with_orders) | **GET** /api/transactionportfolios/{scope}/{code}/holdingsWithOrders | [EXPERIMENTAL] GetHoldingsWithOrders: Get holdings with orders
725
- *TransactionPortfoliosApi* | [**get_portfolio_cash_flows**](docs/TransactionPortfoliosApi.md#get_portfolio_cash_flows) | **GET** /api/transactionportfolios/{scope}/{code}/cashflows | [BETA] GetPortfolioCashFlows: Get portfolio cash flows
725
+ *TransactionPortfoliosApi* | [**get_portfolio_cash_flows**](docs/TransactionPortfoliosApi.md#get_portfolio_cash_flows) | **GET** /api/transactionportfolios/{scope}/{code}/cashflows | GetPortfolioCashFlows: Get portfolio cash flows
726
726
  *TransactionPortfoliosApi* | [**get_portfolio_cash_ladder**](docs/TransactionPortfoliosApi.md#get_portfolio_cash_ladder) | **GET** /api/transactionportfolios/{scope}/{code}/cashladder | GetPortfolioCashLadder: Get portfolio cash ladder
727
727
  *TransactionPortfoliosApi* | [**get_portfolio_cash_statement**](docs/TransactionPortfoliosApi.md#get_portfolio_cash_statement) | **GET** /api/transactionportfolios/{scope}/{code}/cashstatement | GetPortfolioCashStatement: Get portfolio cash statement
728
728
  *TransactionPortfoliosApi* | [**get_transaction_history**](docs/TransactionPortfoliosApi.md#get_transaction_history) | **GET** /api/transactionportfolios/{scope}/{code}/transactions/{transactionId}/history | [EARLY ACCESS] GetTransactionHistory: Get the history of a transaction
729
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  *TransactionPortfoliosApi* | [**get_transactions**](docs/TransactionPortfoliosApi.md#get_transactions) | **GET** /api/transactionportfolios/{scope}/{code}/transactions | GetTransactions: Get transactions
730
- *TransactionPortfoliosApi* | [**get_upsertable_portfolio_cash_flows**](docs/TransactionPortfoliosApi.md#get_upsertable_portfolio_cash_flows) | **GET** /api/transactionportfolios/{scope}/{code}/upsertablecashflows | [BETA] GetUpsertablePortfolioCashFlows: Get upsertable portfolio cash flows.
730
+ *TransactionPortfoliosApi* | [**get_upsertable_portfolio_cash_flows**](docs/TransactionPortfoliosApi.md#get_upsertable_portfolio_cash_flows) | **GET** /api/transactionportfolios/{scope}/{code}/upsertablecashflows | GetUpsertablePortfolioCashFlows: Get upsertable portfolio cash flows.
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  *TransactionPortfoliosApi* | [**list_custodian_accounts**](docs/TransactionPortfoliosApi.md#list_custodian_accounts) | **GET** /api/transactionportfolios/{scope}/{code}/custodianaccounts | [EXPERIMENTAL] ListCustodianAccounts: List Custodian Accounts
732
732
  *TransactionPortfoliosApi* | [**list_holdings_adjustments**](docs/TransactionPortfoliosApi.md#list_holdings_adjustments) | **GET** /api/transactionportfolios/{scope}/{code}/holdingsadjustments | ListHoldingsAdjustments: List holdings adjustments
733
- *TransactionPortfoliosApi* | [**patch_portfolio_details**](docs/TransactionPortfoliosApi.md#patch_portfolio_details) | **PATCH** /api/transactionportfolios/{scope}/{code}/details | [EARLY ACCESS] PatchPortfolioDetails: Patch portfolio details
733
+ *TransactionPortfoliosApi* | [**patch_portfolio_details**](docs/TransactionPortfoliosApi.md#patch_portfolio_details) | **PATCH** /api/transactionportfolios/{scope}/{code}/details | PatchPortfolioDetails: Patch portfolio details
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  *TransactionPortfoliosApi* | [**resolve_instrument**](docs/TransactionPortfoliosApi.md#resolve_instrument) | **POST** /api/transactionportfolios/{scope}/{code}/$resolve | [EARLY ACCESS] ResolveInstrument: Resolve instrument
735
735
  *TransactionPortfoliosApi* | [**set_holdings**](docs/TransactionPortfoliosApi.md#set_holdings) | **PUT** /api/transactionportfolios/{scope}/{code}/holdings | SetHoldings: Set holdings
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  *TransactionPortfoliosApi* | [**upsert_custodian_accounts**](docs/TransactionPortfoliosApi.md#upsert_custodian_accounts) | **POST** /api/transactionportfolios/{scope}/{code}/custodianaccounts | [EXPERIMENTAL] UpsertCustodianAccounts: Upsert Custodian Accounts