lusid-sdk 2.1.721__py3-none-any.whl → 2.1.722__py3-none-any.whl

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (1213) hide show
  1. lusid/api/abor_api.py +74 -56
  2. lusid/api/abor_configuration_api.py +34 -24
  3. lusid/api/address_key_definition_api.py +11 -4
  4. lusid/api/aggregation_api.py +16 -8
  5. lusid/api/allocations_api.py +20 -12
  6. lusid/api/amortisation_rule_sets_api.py +34 -24
  7. lusid/api/application_metadata_api.py +15 -8
  8. lusid/api/blocks_api.py +20 -12
  9. lusid/api/calendars_api.py +70 -52
  10. lusid/api/chart_of_accounts_api.py +174 -136
  11. lusid/api/complex_market_data_api.py +20 -12
  12. lusid/api/compliance_api.py +71 -52
  13. lusid/api/configuration_recipe_api.py +47 -32
  14. lusid/api/conventions_api.py +40 -24
  15. lusid/api/corporate_action_sources_api.py +45 -32
  16. lusid/api/counterparties_api.py +28 -16
  17. lusid/api/custom_data_models_api.py +30 -20
  18. lusid/api/custom_entities_api.py +59 -44
  19. lusid/api/custom_entity_definitions_api.py +20 -12
  20. lusid/api/custom_entity_types_api.py +20 -12
  21. lusid/api/cut_label_definitions_api.py +25 -16
  22. lusid/api/data_types_api.py +45 -32
  23. lusid/api/derived_transaction_portfolios_api.py +14 -8
  24. lusid/api/entities_api.py +39 -28
  25. lusid/api/executions_api.py +20 -12
  26. lusid/api/fee_types_api.py +30 -20
  27. lusid/api/fund_configuration_api.py +34 -24
  28. lusid/api/funds_api.py +129 -100
  29. lusid/api/group_reconciliations_api.py +66 -48
  30. lusid/api/identifier_definitions_api.py +25 -16
  31. lusid/api/instrument_event_types_api.py +35 -24
  32. lusid/api/instrument_events_api.py +25 -16
  33. lusid/api/instruments_api.py +105 -80
  34. lusid/api/legacy_compliance_api.py +44 -32
  35. lusid/api/legal_entities_api.py +90 -68
  36. lusid/api/order_graph_api.py +19 -12
  37. lusid/api/order_instructions_api.py +20 -12
  38. lusid/api/order_management_api.py +23 -8
  39. lusid/api/orders_api.py +20 -12
  40. lusid/api/packages_api.py +20 -12
  41. lusid/api/participations_api.py +20 -12
  42. lusid/api/persons_api.py +90 -68
  43. lusid/api/placements_api.py +20 -12
  44. lusid/api/portfolio_groups_api.py +134 -104
  45. lusid/api/portfolios_api.py +159 -124
  46. lusid/api/property_definitions_api.py +51 -36
  47. lusid/api/queryable_keys_api.py +9 -4
  48. lusid/api/quotes_api.py +49 -36
  49. lusid/api/reconciliations_api.py +55 -36
  50. lusid/api/reference_lists_api.py +20 -12
  51. lusid/api/reference_portfolio_api.py +29 -20
  52. lusid/api/relation_definitions_api.py +15 -8
  53. lusid/api/relations_api.py +14 -8
  54. lusid/api/relationship_definitions_api.py +25 -16
  55. lusid/api/relationships_api.py +14 -8
  56. lusid/api/schemas_api.py +12 -4
  57. lusid/api/scopes_api.py +14 -8
  58. lusid/api/scripted_translation_api.py +28 -16
  59. lusid/api/search_api.py +24 -16
  60. lusid/api/sequences_api.py +24 -16
  61. lusid/api/simple_position_portfolios_api.py +9 -4
  62. lusid/api/staged_modifications_api.py +24 -16
  63. lusid/api/staging_rule_set_api.py +29 -20
  64. lusid/api/structured_result_data_api.py +49 -36
  65. lusid/api/system_configuration_api.py +23 -12
  66. lusid/api/tax_rule_sets_api.py +29 -20
  67. lusid/api/timelines_api.py +35 -24
  68. lusid/api/transaction_configuration_api.py +59 -44
  69. lusid/api/transaction_fees_api.py +29 -20
  70. lusid/api/transaction_portfolios_api.py +204 -160
  71. lusid/api/translation_api.py +6 -0
  72. lusid/api/workspace_api.py +96 -72
  73. lusid/configuration.py +1 -1
  74. lusid/models/a2_b_breakdown.py +2 -2
  75. lusid/models/a2_b_category.py +1 -1
  76. lusid/models/a2_b_data_record.py +7 -7
  77. lusid/models/a2_b_movement_record.py +8 -8
  78. lusid/models/abor.py +5 -5
  79. lusid/models/abor_configuration.py +4 -4
  80. lusid/models/abor_configuration_properties.py +2 -2
  81. lusid/models/abor_configuration_request.py +4 -21
  82. lusid/models/abor_properties.py +2 -2
  83. lusid/models/abor_request.py +4 -21
  84. lusid/models/accept_estimate_valuation_point_response.py +2 -2
  85. lusid/models/access_controlled_action.py +2 -2
  86. lusid/models/access_controlled_resource.py +4 -4
  87. lusid/models/access_metadata_operation.py +4 -11
  88. lusid/models/access_metadata_value.py +3 -3
  89. lusid/models/account.py +6 -23
  90. lusid/models/account_properties.py +2 -2
  91. lusid/models/accounted_transaction.py +2 -2
  92. lusid/models/accounts_upsert_response.py +2 -2
  93. lusid/models/accumulation_event.py +3 -3
  94. lusid/models/action_id.py +4 -4
  95. lusid/models/add_business_days_to_date_request.py +1 -1
  96. lusid/models/add_business_days_to_date_response.py +1 -1
  97. lusid/models/additional_payment.py +3 -3
  98. lusid/models/address_definition.py +6 -6
  99. lusid/models/address_key_compliance_parameter.py +3 -3
  100. lusid/models/address_key_definition.py +3 -3
  101. lusid/models/address_key_filter.py +3 -3
  102. lusid/models/address_key_list.py +2 -2
  103. lusid/models/address_key_list_compliance_parameter.py +2 -2
  104. lusid/models/address_key_option_definition.py +5 -5
  105. lusid/models/adjust_global_commitment_event.py +2 -2
  106. lusid/models/adjust_holding.py +2 -2
  107. lusid/models/adjust_holding_for_date_request.py +3 -3
  108. lusid/models/adjust_holding_request.py +2 -2
  109. lusid/models/aggregate_spec.py +3 -3
  110. lusid/models/aggregated_return.py +2 -2
  111. lusid/models/aggregated_returns_dispersion_request.py +4 -14
  112. lusid/models/aggregated_returns_request.py +7 -7
  113. lusid/models/aggregated_returns_response.py +2 -2
  114. lusid/models/aggregated_transactions_request.py +1 -1
  115. lusid/models/aggregation_context.py +1 -1
  116. lusid/models/aggregation_measure_failure_detail.py +5 -5
  117. lusid/models/aggregation_options.py +1 -1
  118. lusid/models/aggregation_query.py +8 -8
  119. lusid/models/alias.py +3 -3
  120. lusid/models/allocation.py +8 -8
  121. lusid/models/allocation_request.py +6 -6
  122. lusid/models/allocation_service_run_response.py +1 -1
  123. lusid/models/allocation_set_request.py +1 -1
  124. lusid/models/amortisation_event.py +4 -4
  125. lusid/models/amortisation_rule.py +5 -29
  126. lusid/models/amortisation_rule_set.py +4 -21
  127. lusid/models/amount.py +1 -1
  128. lusid/models/annul_quotes_response.py +2 -2
  129. lusid/models/annul_single_structured_data_response.py +2 -2
  130. lusid/models/annul_structured_data_response.py +2 -2
  131. lusid/models/applicable_instrument_event.py +7 -7
  132. lusid/models/asset_leg.py +2 -2
  133. lusid/models/barrier.py +4 -4
  134. lusid/models/basket.py +3 -3
  135. lusid/models/basket_identifier.py +4 -4
  136. lusid/models/batch_adjust_holdings_response.py +1 -1
  137. lusid/models/batch_update_user_review_for_comparison_result_request.py +2 -2
  138. lusid/models/batch_update_user_review_for_comparison_result_response.py +1 -1
  139. lusid/models/batch_upsert_dates_for_calendar_response.py +1 -1
  140. lusid/models/batch_upsert_instrument_properties_response.py +1 -1
  141. lusid/models/batch_upsert_portfolio_access_metadata_request.py +1 -1
  142. lusid/models/batch_upsert_portfolio_access_metadata_response.py +1 -1
  143. lusid/models/batch_upsert_portfolio_access_metadata_response_item.py +1 -1
  144. lusid/models/batch_upsert_portfolio_transactions_response.py +1 -1
  145. lusid/models/batch_upsert_property_definition_properties_response.py +1 -1
  146. lusid/models/block.py +5 -5
  147. lusid/models/block_and_order_id_request.py +1 -1
  148. lusid/models/block_and_orders.py +1 -1
  149. lusid/models/block_and_orders_create_request.py +1 -1
  150. lusid/models/block_and_orders_request.py +4 -4
  151. lusid/models/block_request.py +4 -4
  152. lusid/models/block_set_request.py +1 -1
  153. lusid/models/blocked_order_request.py +3 -3
  154. lusid/models/bond.py +4 -4
  155. lusid/models/bond_conversion_entry.py +1 -1
  156. lusid/models/bond_conversion_schedule.py +5 -5
  157. lusid/models/bond_coupon_event.py +3 -3
  158. lusid/models/bond_default_event.py +2 -2
  159. lusid/models/bond_principal_event.py +3 -3
  160. lusid/models/bonus_issue_event.py +3 -3
  161. lusid/models/book_transactions_request.py +1 -1
  162. lusid/models/book_transactions_response.py +1 -1
  163. lusid/models/bool_compliance_parameter.py +2 -2
  164. lusid/models/bool_list_compliance_parameter.py +2 -2
  165. lusid/models/branch_step.py +3 -3
  166. lusid/models/branch_step_request.py +3 -10
  167. lusid/models/break_code_source.py +1 -1
  168. lusid/models/bucketed_cash_flow_request.py +8 -18
  169. lusid/models/bucketed_cash_flow_response.py +3 -3
  170. lusid/models/bucketing_schedule.py +2 -2
  171. lusid/models/calculation_info.py +3 -3
  172. lusid/models/calendar.py +4 -4
  173. lusid/models/calendar_date.py +7 -7
  174. lusid/models/calendar_dependency.py +2 -2
  175. lusid/models/call_on_intermediate_securities_event.py +3 -3
  176. lusid/models/cancel_order_and_move_remaining_result.py +1 -1
  177. lusid/models/cancel_orders_and_move_remaining_request.py +1 -1
  178. lusid/models/cancel_orders_and_move_remaining_response.py +2 -2
  179. lusid/models/cancel_orders_response.py +2 -2
  180. lusid/models/cancel_placements_response.py +2 -2
  181. lusid/models/cancel_single_holding_adjustment_request.py +2 -2
  182. lusid/models/cancelled_order_result.py +1 -1
  183. lusid/models/cancelled_placement_result.py +1 -1
  184. lusid/models/cap_floor.py +3 -3
  185. lusid/models/capital_distribution_event.py +2 -2
  186. lusid/models/cash.py +3 -3
  187. lusid/models/cash_and_security_offer_election.py +3 -3
  188. lusid/models/cash_dependency.py +3 -3
  189. lusid/models/cash_dividend_event.py +2 -2
  190. lusid/models/cash_election.py +3 -3
  191. lusid/models/cash_flow_event.py +3 -3
  192. lusid/models/cash_flow_lineage.py +7 -7
  193. lusid/models/cash_flow_value.py +3 -3
  194. lusid/models/cash_flow_value_set.py +2 -2
  195. lusid/models/cash_ladder_record.py +1 -1
  196. lusid/models/cash_offer_election.py +3 -3
  197. lusid/models/cash_perpetual.py +3 -3
  198. lusid/models/cds_credit_event.py +2 -2
  199. lusid/models/cds_flow_conventions.py +9 -29
  200. lusid/models/cds_index.py +2 -2
  201. lusid/models/cds_protection_detail_specification.py +3 -3
  202. lusid/models/cdx_credit_event.py +3 -3
  203. lusid/models/change.py +2 -2
  204. lusid/models/change_history.py +4 -4
  205. lusid/models/change_interval.py +6 -6
  206. lusid/models/change_interval_with_order_management_detail.py +7 -7
  207. lusid/models/change_item.py +4 -4
  208. lusid/models/chart_of_accounts.py +4 -4
  209. lusid/models/chart_of_accounts_properties.py +2 -2
  210. lusid/models/chart_of_accounts_request.py +4 -21
  211. lusid/models/check_step.py +3 -3
  212. lusid/models/check_step_request.py +3 -10
  213. lusid/models/cleardown_module_details.py +4 -21
  214. lusid/models/cleardown_module_request.py +4 -28
  215. lusid/models/cleardown_module_response.py +6 -16
  216. lusid/models/cleardown_module_rule.py +4 -25
  217. lusid/models/cleardown_module_rules_updated_response.py +2 -2
  218. lusid/models/client.py +2 -2
  219. lusid/models/close_event.py +2 -2
  220. lusid/models/close_period_diary_entry_request.py +4 -24
  221. lusid/models/closed_period.py +3 -3
  222. lusid/models/comparison_attribute_value_pair.py +3 -3
  223. lusid/models/complete_portfolio.py +6 -6
  224. lusid/models/complete_relation.py +4 -4
  225. lusid/models/complete_relationship.py +4 -4
  226. lusid/models/complex_bond.py +4 -4
  227. lusid/models/complex_market_data.py +2 -2
  228. lusid/models/complex_market_data_id.py +6 -6
  229. lusid/models/compliance_breached_order_info.py +1 -1
  230. lusid/models/compliance_parameter.py +2 -2
  231. lusid/models/compliance_rule.py +10 -20
  232. lusid/models/compliance_rule_breakdown.py +2 -2
  233. lusid/models/compliance_rule_breakdown_request.py +2 -2
  234. lusid/models/compliance_rule_response.py +4 -4
  235. lusid/models/compliance_rule_result.py +6 -6
  236. lusid/models/compliance_rule_result_detail.py +7 -7
  237. lusid/models/compliance_rule_result_portfolio_detail.py +2 -2
  238. lusid/models/compliance_rule_result_v2.py +2 -2
  239. lusid/models/compliance_rule_template.py +3 -13
  240. lusid/models/compliance_rule_upsert_request.py +10 -57
  241. lusid/models/compliance_rule_upsert_response.py +1 -1
  242. lusid/models/compliance_run_configuration.py +1 -1
  243. lusid/models/compliance_run_info.py +3 -3
  244. lusid/models/compliance_run_info_v2.py +3 -3
  245. lusid/models/compliance_step.py +2 -2
  246. lusid/models/compliance_step_request.py +2 -2
  247. lusid/models/compliance_summary_rule_result.py +3 -3
  248. lusid/models/compliance_summary_rule_result_request.py +3 -3
  249. lusid/models/compliance_template.py +2 -2
  250. lusid/models/compliance_template_parameter.py +4 -4
  251. lusid/models/compliance_template_variation.py +4 -4
  252. lusid/models/compliance_template_variation_dto.py +5 -22
  253. lusid/models/compliance_template_variation_request.py +5 -22
  254. lusid/models/component_filter.py +3 -17
  255. lusid/models/component_transaction.py +3 -3
  256. lusid/models/composite_breakdown.py +1 -1
  257. lusid/models/composite_breakdown_request.py +4 -4
  258. lusid/models/composite_breakdown_response.py +2 -2
  259. lusid/models/composite_dispersion.py +1 -1
  260. lusid/models/composite_dispersion_response.py +2 -2
  261. lusid/models/compounding.py +6 -6
  262. lusid/models/configuration_recipe.py +4 -28
  263. lusid/models/constant_volatility_surface.py +4 -4
  264. lusid/models/constituents_adjustment_header.py +1 -1
  265. lusid/models/contract_details.py +5 -5
  266. lusid/models/contract_for_difference.py +7 -7
  267. lusid/models/contract_initialisation_event.py +2 -2
  268. lusid/models/contribution_to_non_passing_rule_detail.py +2 -2
  269. lusid/models/corporate_action.py +3 -3
  270. lusid/models/corporate_action_source.py +4 -4
  271. lusid/models/corporate_action_transition.py +1 -1
  272. lusid/models/corporate_action_transition_component.py +3 -3
  273. lusid/models/corporate_action_transition_component_request.py +1 -1
  274. lusid/models/corporate_action_transition_request.py +1 -1
  275. lusid/models/counterparty_agreement.py +3 -3
  276. lusid/models/counterparty_risk_information.py +2 -9
  277. lusid/models/counterparty_signatory.py +2 -2
  278. lusid/models/create_address_key_definition_request.py +3 -3
  279. lusid/models/create_amortisation_rule_set_request.py +4 -28
  280. lusid/models/create_calendar_request.py +3 -17
  281. lusid/models/create_closed_period_request.py +2 -2
  282. lusid/models/create_compliance_template_request.py +3 -17
  283. lusid/models/create_corporate_action_source_request.py +5 -36
  284. lusid/models/create_custom_data_model_request.py +4 -28
  285. lusid/models/create_custom_entity_type_request.py +4 -18
  286. lusid/models/create_cut_label_definition_request.py +5 -22
  287. lusid/models/create_data_map_request.py +1 -1
  288. lusid/models/create_data_type_request.py +8 -36
  289. lusid/models/create_date_request.py +5 -36
  290. lusid/models/create_derived_property_definition_request.py +7 -7
  291. lusid/models/create_derived_transaction_portfolio_request.py +8 -42
  292. lusid/models/create_group_reconciliation_comparison_ruleset_request.py +3 -3
  293. lusid/models/create_group_reconciliation_definition_request.py +3 -3
  294. lusid/models/create_identifier_definition_request.py +9 -53
  295. lusid/models/create_portfolio_details.py +1 -1
  296. lusid/models/create_portfolio_group_request.py +4 -4
  297. lusid/models/create_property_definition_request.py +9 -9
  298. lusid/models/create_recipe_request.py +2 -2
  299. lusid/models/create_reconciliation_request.py +4 -11
  300. lusid/models/create_reference_portfolio_request.py +5 -5
  301. lusid/models/create_relation_definition_request.py +10 -10
  302. lusid/models/create_relation_request.py +1 -1
  303. lusid/models/create_relationship_definition_request.py +10 -45
  304. lusid/models/create_relationship_request.py +3 -23
  305. lusid/models/create_sequence_request.py +3 -20
  306. lusid/models/create_simple_position_portfolio_request.py +9 -26
  307. lusid/models/create_staging_rule_set_request.py +3 -3
  308. lusid/models/create_tax_rule_set_request.py +4 -18
  309. lusid/models/create_timeline_request.py +3 -3
  310. lusid/models/create_trade_tickets_response.py +1 -1
  311. lusid/models/create_transaction_portfolio_request.py +9 -19
  312. lusid/models/create_unit_definition.py +4 -25
  313. lusid/models/credit_default_swap.py +3 -3
  314. lusid/models/credit_premium_cash_flow_event.py +3 -3
  315. lusid/models/credit_rating.py +3 -17
  316. lusid/models/credit_spread_curve_data.py +4 -4
  317. lusid/models/credit_support_annex.py +5 -5
  318. lusid/models/currency_and_amount.py +2 -2
  319. lusid/models/curve_options.py +5 -5
  320. lusid/models/custodian_account.py +7 -7
  321. lusid/models/custodian_account_properties.py +2 -2
  322. lusid/models/custodian_account_request.py +9 -33
  323. lusid/models/custodian_accounts_upsert_response.py +2 -2
  324. lusid/models/custom_data_model.py +1 -1
  325. lusid/models/custom_data_model_criteria.py +2 -2
  326. lusid/models/custom_data_model_identifier_type_specification.py +2 -2
  327. lusid/models/custom_data_model_identifier_type_specification_with_display_name.py +3 -3
  328. lusid/models/custom_data_model_property_specification.py +2 -2
  329. lusid/models/custom_data_model_property_specification_with_display_name.py +3 -3
  330. lusid/models/custom_entity_definition.py +6 -6
  331. lusid/models/custom_entity_definition_request.py +4 -18
  332. lusid/models/custom_entity_entity.py +7 -7
  333. lusid/models/custom_entity_field.py +2 -2
  334. lusid/models/custom_entity_field_definition.py +6 -6
  335. lusid/models/custom_entity_id.py +4 -25
  336. lusid/models/custom_entity_request.py +3 -3
  337. lusid/models/custom_entity_response.py +5 -5
  338. lusid/models/custom_entity_type.py +6 -6
  339. lusid/models/cut_label_definition.py +6 -6
  340. lusid/models/cut_local_time.py +1 -1
  341. lusid/models/data_definition.py +5 -15
  342. lusid/models/data_map_key.py +3 -23
  343. lusid/models/data_mapping.py +1 -1
  344. lusid/models/data_model_membership.py +1 -1
  345. lusid/models/data_model_summary.py +5 -5
  346. lusid/models/data_scope.py +2 -2
  347. lusid/models/data_type.py +7 -7
  348. lusid/models/data_type_entity.py +7 -7
  349. lusid/models/data_type_summary.py +6 -6
  350. lusid/models/date_attributes.py +6 -56
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  1014. lusid/models/staged_modifications_entity_hrefs.py +4 -4
  1015. lusid/models/staged_modifications_info.py +2 -2
  1016. lusid/models/staged_modifications_requested_change_interval.py +3 -3
  1017. lusid/models/staging_rule.py +4 -4
  1018. lusid/models/staging_rule_approval_criteria.py +2 -2
  1019. lusid/models/staging_rule_match_criteria.py +3 -3
  1020. lusid/models/staging_rule_set.py +6 -6
  1021. lusid/models/step_schedule.py +4 -4
  1022. lusid/models/stock_dividend_event.py +3 -3
  1023. lusid/models/stock_split_event.py +3 -3
  1024. lusid/models/strategy.py +2 -2
  1025. lusid/models/string_compliance_parameter.py +3 -3
  1026. lusid/models/string_list.py +2 -2
  1027. lusid/models/string_list_compliance_parameter.py +2 -2
  1028. lusid/models/structured_result_data.py +5 -5
  1029. lusid/models/structured_result_data_id.py +5 -22
  1030. lusid/models/sub_holding_key_value_equals.py +4 -4
  1031. lusid/models/swap_cash_flow_event.py +3 -3
  1032. lusid/models/swap_principal_event.py +3 -3
  1033. lusid/models/target_tax_lot.py +1 -1
  1034. lusid/models/target_tax_lot_request.py +1 -1
  1035. lusid/models/tax_rule.py +3 -17
  1036. lusid/models/tax_rule_set.py +4 -18
  1037. lusid/models/template_field.py +6 -6
  1038. lusid/models/tender_event.py +3 -3
  1039. lusid/models/term_deposit.py +3 -3
  1040. lusid/models/term_deposit_interest_event.py +3 -3
  1041. lusid/models/term_deposit_principal_event.py +3 -3
  1042. lusid/models/timeline.py +4 -4
  1043. lusid/models/total_return_swap.py +2 -2
  1044. lusid/models/touch.py +4 -4
  1045. lusid/models/trade_ticket.py +2 -2
  1046. lusid/models/trading_conventions.py +1 -1
  1047. lusid/models/transaction.py +10 -10
  1048. lusid/models/transaction_configuration_data.py +1 -1
  1049. lusid/models/transaction_configuration_data_request.py +1 -1
  1050. lusid/models/transaction_configuration_movement_data.py +4 -4
  1051. lusid/models/transaction_configuration_movement_data_request.py +4 -4
  1052. lusid/models/transaction_configuration_type_alias.py +7 -17
  1053. lusid/models/transaction_currency_and_amount.py +3 -3
  1054. lusid/models/transaction_date_windows.py +3 -17
  1055. lusid/models/transaction_diagnostics.py +2 -2
  1056. lusid/models/transaction_field_map.py +10 -10
  1057. lusid/models/transaction_price.py +2 -2
  1058. lusid/models/transaction_price_and_type.py +3 -3
  1059. lusid/models/transaction_property_map.py +3 -3
  1060. lusid/models/transaction_property_mapping.py +3 -3
  1061. lusid/models/transaction_property_mapping_request.py +3 -3
  1062. lusid/models/transaction_query_parameters.py +4 -4
  1063. lusid/models/transaction_reconciliation_request.py +1 -1
  1064. lusid/models/transaction_reconciliation_request_v2.py +1 -1
  1065. lusid/models/transaction_request.py +9 -9
  1066. lusid/models/transaction_set_configuration_data.py +1 -1
  1067. lusid/models/transaction_set_configuration_data_request.py +1 -1
  1068. lusid/models/transaction_template.py +5 -5
  1069. lusid/models/transaction_template_request.py +2 -2
  1070. lusid/models/transaction_template_specification.py +2 -2
  1071. lusid/models/transaction_type.py +1 -1
  1072. lusid/models/transaction_type_alias.py +5 -19
  1073. lusid/models/transaction_type_calculation.py +4 -4
  1074. lusid/models/transaction_type_details.py +4 -4
  1075. lusid/models/transaction_type_movement.py +6 -33
  1076. lusid/models/transaction_type_property_mapping.py +5 -25
  1077. lusid/models/transaction_type_request.py +1 -1
  1078. lusid/models/transactions_reconciliations_response.py +1 -1
  1079. lusid/models/transition_event.py +2 -2
  1080. lusid/models/translate_entities_inlined_request.py +2 -2
  1081. lusid/models/translate_entities_request.py +1 -1
  1082. lusid/models/translate_entities_response.py +1 -1
  1083. lusid/models/translate_instrument_definitions_request.py +2 -9
  1084. lusid/models/translate_instrument_definitions_response.py +2 -2
  1085. lusid/models/translate_trade_ticket_request.py +2 -9
  1086. lusid/models/translate_trade_tickets_response.py +2 -2
  1087. lusid/models/translation_context.py +1 -1
  1088. lusid/models/translation_input.py +2 -2
  1089. lusid/models/translation_result.py +2 -2
  1090. lusid/models/translation_script.py +2 -2
  1091. lusid/models/translation_script_id.py +4 -25
  1092. lusid/models/trial_balance.py +5 -5
  1093. lusid/models/trial_balance_query_parameters.py +3 -13
  1094. lusid/models/trigger_event.py +4 -4
  1095. lusid/models/typed_resource_id.py +4 -25
  1096. lusid/models/unitisation_data.py +1 -1
  1097. lusid/models/units_ratio.py +1 -1
  1098. lusid/models/update_amortisation_rule_set_details_request.py +3 -20
  1099. lusid/models/update_calendar_request.py +2 -9
  1100. lusid/models/update_compliance_template_request.py +3 -17
  1101. lusid/models/update_custom_data_model_request.py +4 -28
  1102. lusid/models/update_custom_entity_definition_request.py +3 -17
  1103. lusid/models/update_custom_entity_type_request.py +3 -17
  1104. lusid/models/update_cut_label_definition_request.py +4 -21
  1105. lusid/models/update_data_type_request.py +3 -23
  1106. lusid/models/update_deposit_amount_event.py +2 -2
  1107. lusid/models/update_derived_property_definition_request.py +4 -4
  1108. lusid/models/update_fee_type_request.py +3 -13
  1109. lusid/models/update_group_reconciliation_comparison_ruleset_request.py +3 -3
  1110. lusid/models/update_group_reconciliation_definition_request.py +3 -3
  1111. lusid/models/update_identifier_definition_request.py +4 -34
  1112. lusid/models/update_instrument_identifier_request.py +4 -4
  1113. lusid/models/update_orders_response.py +2 -2
  1114. lusid/models/update_placements_response.py +2 -2
  1115. lusid/models/update_portfolio_group_request.py +3 -3
  1116. lusid/models/update_portfolio_request.py +3 -3
  1117. lusid/models/update_property_definition_request.py +3 -3
  1118. lusid/models/update_reconciliation_request.py +3 -3
  1119. lusid/models/update_reference_data_request.py +1 -1
  1120. lusid/models/update_relationship_definition_request.py +4 -25
  1121. lusid/models/update_staging_rule_set_request.py +3 -3
  1122. lusid/models/update_tax_rule_set_request.py +3 -17
  1123. lusid/models/update_timeline_request.py +3 -3
  1124. lusid/models/update_unit_request.py +4 -34
  1125. lusid/models/upsert_cds_flow_conventions_request.py +1 -1
  1126. lusid/models/upsert_complex_market_data_request.py +1 -1
  1127. lusid/models/upsert_compliance_rule_request.py +4 -4
  1128. lusid/models/upsert_compliance_run_summary_request.py +2 -2
  1129. lusid/models/upsert_compliance_run_summary_result.py +2 -2
  1130. lusid/models/upsert_corporate_action_request.py +3 -20
  1131. lusid/models/upsert_corporate_actions_response.py +2 -2
  1132. lusid/models/upsert_counterparty_agreement_request.py +1 -1
  1133. lusid/models/upsert_credit_support_annex_request.py +1 -1
  1134. lusid/models/upsert_custom_entities_response.py +2 -2
  1135. lusid/models/upsert_custom_entity_access_metadata_request.py +1 -1
  1136. lusid/models/upsert_dialect_request.py +1 -1
  1137. lusid/models/upsert_flow_conventions_request.py +1 -1
  1138. lusid/models/upsert_index_convention_request.py +1 -1
  1139. lusid/models/upsert_instrument_event_request.py +4 -21
  1140. lusid/models/upsert_instrument_events_response.py +2 -2
  1141. lusid/models/upsert_instrument_properties_response.py +1 -1
  1142. lusid/models/upsert_instrument_property_request.py +3 -3
  1143. lusid/models/upsert_instruments_response.py +2 -2
  1144. lusid/models/upsert_legal_entities_response.py +2 -2
  1145. lusid/models/upsert_legal_entity_access_metadata_request.py +1 -1
  1146. lusid/models/upsert_legal_entity_request.py +3 -20
  1147. lusid/models/upsert_person_access_metadata_request.py +1 -1
  1148. lusid/models/upsert_person_request.py +3 -3
  1149. lusid/models/upsert_persons_response.py +1 -1
  1150. lusid/models/upsert_portfolio_access_metadata_request.py +1 -1
  1151. lusid/models/upsert_portfolio_group_access_metadata_request.py +1 -1
  1152. lusid/models/upsert_portfolio_transactions_response.py +2 -2
  1153. lusid/models/upsert_quote_access_metadata_rule_request.py +1 -1
  1154. lusid/models/upsert_quote_request.py +2 -2
  1155. lusid/models/upsert_quotes_response.py +2 -2
  1156. lusid/models/upsert_recipe_composer_request.py +1 -1
  1157. lusid/models/upsert_recipe_request.py +1 -1
  1158. lusid/models/upsert_reference_portfolio_constituent_properties_request.py +1 -1
  1159. lusid/models/upsert_reference_portfolio_constituent_properties_response.py +2 -2
  1160. lusid/models/upsert_reference_portfolio_constituents_request.py +4 -4
  1161. lusid/models/upsert_reference_portfolio_constituents_response.py +2 -2
  1162. lusid/models/upsert_result_values_data_request.py +2 -2
  1163. lusid/models/upsert_returns_response.py +2 -2
  1164. lusid/models/upsert_single_structured_data_response.py +2 -2
  1165. lusid/models/upsert_structured_data_response.py +2 -2
  1166. lusid/models/upsert_structured_result_data_request.py +1 -1
  1167. lusid/models/upsert_transaction_properties_response.py +2 -2
  1168. lusid/models/upsert_translation_script_request.py +2 -2
  1169. lusid/models/upsert_valuation_point_request.py +3 -20
  1170. lusid/models/user.py +2 -2
  1171. lusid/models/valuation_point_data_query_parameters.py +1 -1
  1172. lusid/models/valuation_point_data_request.py +2 -9
  1173. lusid/models/valuation_point_data_response.py +6 -6
  1174. lusid/models/valuation_point_overview.py +5 -5
  1175. lusid/models/valuation_point_resource_list_of_accounted_transaction.py +4 -4
  1176. lusid/models/valuation_point_resource_list_of_fund_journal_entry_line.py +4 -4
  1177. lusid/models/valuation_point_resource_list_of_pnl_journal_entry_line.py +4 -4
  1178. lusid/models/valuation_point_resource_list_of_trial_balance.py +4 -4
  1179. lusid/models/valuation_request.py +2 -2
  1180. lusid/models/valuation_schedule.py +6 -6
  1181. lusid/models/valuations_reconciliation_request.py +1 -1
  1182. lusid/models/vendor_dependency.py +3 -3
  1183. lusid/models/vendor_model_rule.py +6 -6
  1184. lusid/models/version.py +7 -7
  1185. lusid/models/version_summary_dto.py +4 -4
  1186. lusid/models/versioned_resource_list_of_a2_b_data_record.py +4 -4
  1187. lusid/models/versioned_resource_list_of_a2_b_movement_record.py +4 -4
  1188. lusid/models/versioned_resource_list_of_holding_contributor.py +4 -4
  1189. lusid/models/versioned_resource_list_of_journal_entry_line.py +4 -4
  1190. lusid/models/versioned_resource_list_of_output_transaction.py +4 -4
  1191. lusid/models/versioned_resource_list_of_portfolio_holding.py +4 -4
  1192. lusid/models/versioned_resource_list_of_transaction.py +4 -4
  1193. lusid/models/versioned_resource_list_of_trial_balance.py +4 -4
  1194. lusid/models/versioned_resource_list_with_warnings_of_portfolio_holding.py +4 -4
  1195. lusid/models/virtual_document.py +1 -1
  1196. lusid/models/virtual_document_row.py +1 -1
  1197. lusid/models/virtual_row.py +1 -1
  1198. lusid/models/warning.py +3 -3
  1199. lusid/models/weekend_mask.py +2 -9
  1200. lusid/models/weighted_instrument.py +3 -3
  1201. lusid/models/weighted_instrument_in_line_lookup_identifiers.py +12 -12
  1202. lusid/models/weighted_instruments.py +1 -1
  1203. lusid/models/workspace.py +3 -3
  1204. lusid/models/workspace_creation_request.py +3 -10
  1205. lusid/models/workspace_item.py +5 -12
  1206. lusid/models/workspace_item_creation_request.py +5 -26
  1207. lusid/models/workspace_item_update_request.py +3 -10
  1208. lusid/models/workspace_update_request.py +2 -2
  1209. lusid/models/yield_curve_data.py +3 -3
  1210. {lusid_sdk-2.1.721.dist-info → lusid_sdk-2.1.722.dist-info}/METADATA +1 -1
  1211. lusid_sdk-2.1.722.dist-info/RECORD +1288 -0
  1212. lusid_sdk-2.1.721.dist-info/RECORD +0 -1288
  1213. {lusid_sdk-2.1.721.dist-info → lusid_sdk-2.1.722.dist-info}/WHEEL +0 -0
@@ -57,6 +57,10 @@ from lusid.exceptions import ( # noqa: F401
57
57
  )
58
58
  from lusid.extensions.configuration_options import ConfigurationOptions
59
59
 
60
+ # ensure templated type usages are imported
61
+ from pydantic.v1 import Field, StrictStr
62
+ from typing import Optional
63
+ from typing_extensions import Annotated
60
64
 
61
65
  class PortfolioGroupsApi:
62
66
  """NOTE: This class is auto generated by OpenAPI Generator
@@ -70,16 +74,17 @@ class PortfolioGroupsApi:
70
74
  api_client = ApiClient.get_default()
71
75
  self.api_client = api_client
72
76
 
77
+
73
78
  @overload
74
- async def add_portfolio_to_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to add a portfolio to.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to add a portfolio to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the portfolio will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio to add to the portfolio group.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
79
+ async def add_portfolio_to_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to add a portfolio to.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to add a portfolio to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the portfolio will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio to add to the portfolio group.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
75
80
  ...
76
81
 
77
82
  @overload
78
- def add_portfolio_to_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to add a portfolio to.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to add a portfolio to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the portfolio will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio to add to the portfolio group.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
83
+ def add_portfolio_to_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to add a portfolio to.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to add a portfolio to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the portfolio will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio to add to the portfolio group.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
79
84
  ...
80
85
 
81
86
  @validate_arguments
82
- def add_portfolio_to_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to add a portfolio to.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to add a portfolio to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the portfolio will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio to add to the portfolio group.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
87
+ def add_portfolio_to_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to add a portfolio to.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to add a portfolio to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the portfolio will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio to add to the portfolio group.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
83
88
  """[EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group # noqa: E501
84
89
 
85
90
  Add a single portfolio to a portfolio group. # noqa: E501
@@ -116,7 +121,7 @@ class PortfolioGroupsApi:
116
121
  return self.add_portfolio_to_group_with_http_info(scope, code, effective_at, resource_id, **kwargs) # noqa: E501
117
122
 
118
123
  @validate_arguments
119
- def add_portfolio_to_group_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to add a portfolio to.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to add a portfolio to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the portfolio will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio to add to the portfolio group.")] = None, **kwargs) -> ApiResponse: # noqa: E501
124
+ def add_portfolio_to_group_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to add a portfolio to.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to add a portfolio to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the portfolio will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio to add to the portfolio group.")] = None, **kwargs) -> ApiResponse: # noqa: E501
120
125
  """[EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group # noqa: E501
121
126
 
122
127
  Add a single portfolio to a portfolio group. # noqa: E501
@@ -252,16 +257,17 @@ class PortfolioGroupsApi:
252
257
  collection_formats=_collection_formats,
253
258
  _request_auth=_params.get('_request_auth'))
254
259
 
260
+
255
261
  @overload
256
- async def add_sub_group_to_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to add a portfolio group to.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to add a portfolio group to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the sub group will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio group to add to the portfolio group as a sub group.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
262
+ async def add_sub_group_to_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to add a portfolio group to.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to add a portfolio group to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the sub group will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio group to add to the portfolio group as a sub group.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
257
263
  ...
258
264
 
259
265
  @overload
260
- def add_sub_group_to_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to add a portfolio group to.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to add a portfolio group to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the sub group will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio group to add to the portfolio group as a sub group.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
266
+ def add_sub_group_to_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to add a portfolio group to.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to add a portfolio group to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the sub group will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio group to add to the portfolio group as a sub group.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
261
267
  ...
262
268
 
263
269
  @validate_arguments
264
- def add_sub_group_to_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to add a portfolio group to.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to add a portfolio group to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the sub group will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio group to add to the portfolio group as a sub group.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
270
+ def add_sub_group_to_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to add a portfolio group to.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to add a portfolio group to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the sub group will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio group to add to the portfolio group as a sub group.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
265
271
  """[EARLY ACCESS] AddSubGroupToGroup: Add sub group to group # noqa: E501
266
272
 
267
273
  Add a portfolio group to a portfolio group as a sub group. # noqa: E501
@@ -298,7 +304,7 @@ class PortfolioGroupsApi:
298
304
  return self.add_sub_group_to_group_with_http_info(scope, code, effective_at, resource_id, **kwargs) # noqa: E501
299
305
 
300
306
  @validate_arguments
301
- def add_sub_group_to_group_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to add a portfolio group to.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to add a portfolio group to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the sub group will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio group to add to the portfolio group as a sub group.")] = None, **kwargs) -> ApiResponse: # noqa: E501
307
+ def add_sub_group_to_group_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to add a portfolio group to.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to add a portfolio group to. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the sub group will be added to the group.")] = None, resource_id : Annotated[Optional[ResourceId], Field(description="The resource identifier of the portfolio group to add to the portfolio group as a sub group.")] = None, **kwargs) -> ApiResponse: # noqa: E501
302
308
  """[EARLY ACCESS] AddSubGroupToGroup: Add sub group to group # noqa: E501
303
309
 
304
310
  Add a portfolio group to a portfolio group as a sub group. # noqa: E501
@@ -434,16 +440,17 @@ class PortfolioGroupsApi:
434
440
  collection_formats=_collection_formats,
435
441
  _request_auth=_params.get('_request_auth'))
436
442
 
443
+
437
444
  @overload
438
- async def build_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.")], transaction_query_parameters : Annotated[TransactionQueryParameters, Field(..., description="The query queryParameters which control how the output transactions are built.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to build 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\" or \"Transaction\" 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 BuildTransactions.")] = None, **kwargs) -> VersionedResourceListOfOutputTransaction: # noqa: E501
445
+ async def build_transactions_for_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], transaction_query_parameters : Annotated[TransactionQueryParameters, Field(..., description="The query queryParameters which control how the output transactions are built.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to build the transactions. Defaults to return the latest version of each transaction if not specified.")] = None, filter : Annotated[Optional[StrictStr], 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\" or \"Transaction\" 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[StrictStr], Field( description="The pagination token to use to continue listing transactions from a previous call to BuildTransactions.")] = None, **kwargs) -> VersionedResourceListOfOutputTransaction: # noqa: E501
439
446
  ...
440
447
 
441
448
  @overload
442
- def build_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.")], transaction_query_parameters : Annotated[TransactionQueryParameters, Field(..., description="The query queryParameters which control how the output transactions are built.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to build 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\" or \"Transaction\" 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 BuildTransactions.")] = None, async_req: Optional[bool]=True, **kwargs) -> VersionedResourceListOfOutputTransaction: # noqa: E501
449
+ def build_transactions_for_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], transaction_query_parameters : Annotated[TransactionQueryParameters, Field(..., description="The query queryParameters which control how the output transactions are built.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to build the transactions. Defaults to return the latest version of each transaction if not specified.")] = None, filter : Annotated[Optional[StrictStr], 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\" or \"Transaction\" 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[StrictStr], Field( description="The pagination token to use to continue listing transactions from a previous call to BuildTransactions.")] = None, async_req: Optional[bool]=True, **kwargs) -> VersionedResourceListOfOutputTransaction: # noqa: E501
443
450
  ...
444
451
 
445
452
  @validate_arguments
446
- def build_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.")], transaction_query_parameters : Annotated[TransactionQueryParameters, Field(..., description="The query queryParameters which control how the output transactions are built.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to build 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\" or \"Transaction\" 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 BuildTransactions.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[VersionedResourceListOfOutputTransaction, Awaitable[VersionedResourceListOfOutputTransaction]]: # noqa: E501
453
+ def build_transactions_for_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], transaction_query_parameters : Annotated[TransactionQueryParameters, Field(..., description="The query queryParameters which control how the output transactions are built.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to build the transactions. Defaults to return the latest version of each transaction if not specified.")] = None, filter : Annotated[Optional[StrictStr], 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\" or \"Transaction\" 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[StrictStr], Field( description="The pagination token to use to continue listing transactions from a previous call to BuildTransactions.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[VersionedResourceListOfOutputTransaction, Awaitable[VersionedResourceListOfOutputTransaction]]: # noqa: E501
447
454
  """BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group # noqa: E501
448
455
 
449
456
  Build 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
@@ -488,7 +495,7 @@ class PortfolioGroupsApi:
488
495
  return self.build_transactions_for_portfolio_group_with_http_info(scope, code, transaction_query_parameters, as_at, filter, property_keys, limit, page, **kwargs) # noqa: E501
489
496
 
490
497
  @validate_arguments
491
- def build_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.")], transaction_query_parameters : Annotated[TransactionQueryParameters, Field(..., description="The query queryParameters which control how the output transactions are built.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to build 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\" or \"Transaction\" 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 BuildTransactions.")] = None, **kwargs) -> ApiResponse: # noqa: E501
498
+ def build_transactions_for_portfolio_group_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], transaction_query_parameters : Annotated[TransactionQueryParameters, Field(..., description="The query queryParameters which control how the output transactions are built.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to build the transactions. Defaults to return the latest version of each transaction if not specified.")] = None, filter : Annotated[Optional[StrictStr], 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\" or \"Transaction\" 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[StrictStr], Field( description="The pagination token to use to continue listing transactions from a previous call to BuildTransactions.")] = None, **kwargs) -> ApiResponse: # noqa: E501
492
499
  """BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group # noqa: E501
493
500
 
494
501
  Build 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
@@ -652,16 +659,17 @@ class PortfolioGroupsApi:
652
659
  collection_formats=_collection_formats,
653
660
  _request_auth=_params.get('_request_auth'))
654
661
 
662
+
655
663
  @overload
656
- async def create_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope that the portfolio group will be created in.")], create_portfolio_group_request : Annotated[Optional[CreatePortfolioGroupRequest], Field(description="The definition and details of the portfolio group.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
664
+ async def create_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope that the portfolio group will be created in.")], create_portfolio_group_request : Annotated[Optional[CreatePortfolioGroupRequest], Field(description="The definition and details of the portfolio group.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
657
665
  ...
658
666
 
659
667
  @overload
660
- def create_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope that the portfolio group will be created in.")], create_portfolio_group_request : Annotated[Optional[CreatePortfolioGroupRequest], Field(description="The definition and details of the portfolio group.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
668
+ def create_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope that the portfolio group will be created in.")], create_portfolio_group_request : Annotated[Optional[CreatePortfolioGroupRequest], Field(description="The definition and details of the portfolio group.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
661
669
  ...
662
670
 
663
671
  @validate_arguments
664
- def create_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope that the portfolio group will be created in.")], create_portfolio_group_request : Annotated[Optional[CreatePortfolioGroupRequest], Field(description="The definition and details of the portfolio group.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
672
+ def create_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope that the portfolio group will be created in.")], create_portfolio_group_request : Annotated[Optional[CreatePortfolioGroupRequest], Field(description="The definition and details of the portfolio group.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
665
673
  """CreatePortfolioGroup: Create portfolio group # noqa: E501
666
674
 
667
675
  Create a portfolio group in a specific scope. # noqa: E501
@@ -694,7 +702,7 @@ class PortfolioGroupsApi:
694
702
  return self.create_portfolio_group_with_http_info(scope, create_portfolio_group_request, **kwargs) # noqa: E501
695
703
 
696
704
  @validate_arguments
697
- def create_portfolio_group_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope that the portfolio group will be created in.")], create_portfolio_group_request : Annotated[Optional[CreatePortfolioGroupRequest], Field(description="The definition and details of the portfolio group.")] = None, **kwargs) -> ApiResponse: # noqa: E501
705
+ def create_portfolio_group_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope that the portfolio group will be created in.")], create_portfolio_group_request : Annotated[Optional[CreatePortfolioGroupRequest], Field(description="The definition and details of the portfolio group.")] = None, **kwargs) -> ApiResponse: # noqa: E501
698
706
  """CreatePortfolioGroup: Create portfolio group # noqa: E501
699
707
 
700
708
  Create a portfolio group in a specific scope. # noqa: E501
@@ -818,16 +826,17 @@ class PortfolioGroupsApi:
818
826
  collection_formats=_collection_formats,
819
827
  _request_auth=_params.get('_request_auth'))
820
828
 
829
+
821
830
  @overload
822
- async def delete_group_properties(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to delete properties from.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to delete properties from. Together with the scope this uniquely identifies the group.")], request_body : Annotated[conlist(StrictStr), Field(..., description="The property keys of the properties to delete. These take the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to delete time-variant properties from. The property must exist at the specified 'effectiveAt' datetime. If the 'effectiveAt' is not provided or is before the time-variant property exists then a failure is returned. Do not specify this parameter if any of the properties to delete are perpetual.")] = None, **kwargs) -> DeletedEntityResponse: # noqa: E501
831
+ async def delete_group_properties(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to delete properties from.")], code : Annotated[StrictStr, Field(..., description="The code of the group to delete properties from. Together with the scope this uniquely identifies the group.")], request_body : Annotated[conlist(StrictStr), Field(..., description="The property keys of the properties to delete. These take the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to delete time-variant properties from. The property must exist at the specified 'effectiveAt' datetime. If the 'effectiveAt' is not provided or is before the time-variant property exists then a failure is returned. Do not specify this parameter if any of the properties to delete are perpetual.")] = None, **kwargs) -> DeletedEntityResponse: # noqa: E501
823
832
  ...
824
833
 
825
834
  @overload
826
- def delete_group_properties(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to delete properties from.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to delete properties from. Together with the scope this uniquely identifies the group.")], request_body : Annotated[conlist(StrictStr), Field(..., description="The property keys of the properties to delete. These take the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to delete time-variant properties from. The property must exist at the specified 'effectiveAt' datetime. If the 'effectiveAt' is not provided or is before the time-variant property exists then a failure is returned. Do not specify this parameter if any of the properties to delete are perpetual.")] = None, async_req: Optional[bool]=True, **kwargs) -> DeletedEntityResponse: # noqa: E501
835
+ def delete_group_properties(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to delete properties from.")], code : Annotated[StrictStr, Field(..., description="The code of the group to delete properties from. Together with the scope this uniquely identifies the group.")], request_body : Annotated[conlist(StrictStr), Field(..., description="The property keys of the properties to delete. These take the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to delete time-variant properties from. The property must exist at the specified 'effectiveAt' datetime. If the 'effectiveAt' is not provided or is before the time-variant property exists then a failure is returned. Do not specify this parameter if any of the properties to delete are perpetual.")] = None, async_req: Optional[bool]=True, **kwargs) -> DeletedEntityResponse: # noqa: E501
827
836
  ...
828
837
 
829
838
  @validate_arguments
830
- def delete_group_properties(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to delete properties from.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to delete properties from. Together with the scope this uniquely identifies the group.")], request_body : Annotated[conlist(StrictStr), Field(..., description="The property keys of the properties to delete. These take the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to delete time-variant properties from. The property must exist at the specified 'effectiveAt' datetime. If the 'effectiveAt' is not provided or is before the time-variant property exists then a failure is returned. Do not specify this parameter if any of the properties to delete are perpetual.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[DeletedEntityResponse, Awaitable[DeletedEntityResponse]]: # noqa: E501
839
+ def delete_group_properties(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to delete properties from.")], code : Annotated[StrictStr, Field(..., description="The code of the group to delete properties from. Together with the scope this uniquely identifies the group.")], request_body : Annotated[conlist(StrictStr), Field(..., description="The property keys of the properties to delete. These take the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to delete time-variant properties from. The property must exist at the specified 'effectiveAt' datetime. If the 'effectiveAt' is not provided or is before the time-variant property exists then a failure is returned. Do not specify this parameter if any of the properties to delete are perpetual.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[DeletedEntityResponse, Awaitable[DeletedEntityResponse]]: # noqa: E501
831
840
  """[EARLY ACCESS] DeleteGroupProperties: Delete group properties # noqa: E501
832
841
 
833
842
  Delete one or more properties from a single portfolio group. If the properties are time variant then an effective date time from which the properties will be deleted must be specified. If the properties are perpetual then it is invalid to specify an effective date time for deletion. # noqa: E501
@@ -864,7 +873,7 @@ class PortfolioGroupsApi:
864
873
  return self.delete_group_properties_with_http_info(scope, code, request_body, effective_at, **kwargs) # noqa: E501
865
874
 
866
875
  @validate_arguments
867
- def delete_group_properties_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to delete properties from.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to delete properties from. Together with the scope this uniquely identifies the group.")], request_body : Annotated[conlist(StrictStr), Field(..., description="The property keys of the properties to delete. These take the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to delete time-variant properties from. The property must exist at the specified 'effectiveAt' datetime. If the 'effectiveAt' is not provided or is before the time-variant property exists then a failure is returned. Do not specify this parameter if any of the properties to delete are perpetual.")] = None, **kwargs) -> ApiResponse: # noqa: E501
876
+ def delete_group_properties_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to delete properties from.")], code : Annotated[StrictStr, Field(..., description="The code of the group to delete properties from. Together with the scope this uniquely identifies the group.")], request_body : Annotated[conlist(StrictStr), Field(..., description="The property keys of the properties to delete. These take the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to delete time-variant properties from. The property must exist at the specified 'effectiveAt' datetime. If the 'effectiveAt' is not provided or is before the time-variant property exists then a failure is returned. Do not specify this parameter if any of the properties to delete are perpetual.")] = None, **kwargs) -> ApiResponse: # noqa: E501
868
877
  """[EARLY ACCESS] DeleteGroupProperties: Delete group properties # noqa: E501
869
878
 
870
879
  Delete one or more properties from a single portfolio group. If the properties are time variant then an effective date time from which the properties will be deleted must be specified. If the properties are perpetual then it is invalid to specify an effective date time for deletion. # noqa: E501
@@ -1000,16 +1009,17 @@ class PortfolioGroupsApi:
1000
1009
  collection_formats=_collection_formats,
1001
1010
  _request_auth=_params.get('_request_auth'))
1002
1011
 
1012
+
1003
1013
  @overload
1004
- async def delete_key_from_portfolio_group_access_metadata(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 Portfolio Group code")], metadata_key : Annotated[constr(strict=True, max_length=256, min_length=1), Field(..., description="Key of the Access Metadata entry to delete")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective date to delete at, if this is not supplied, it will delete all data found")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, **kwargs) -> DeletedEntityResponse: # noqa: E501
1014
+ async def delete_key_from_portfolio_group_access_metadata(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], metadata_key : Annotated[StrictStr, Field(..., description="Key of the Access Metadata entry to delete")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective date to delete at, if this is not supplied, it will delete all data found")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, **kwargs) -> DeletedEntityResponse: # noqa: E501
1005
1015
  ...
1006
1016
 
1007
1017
  @overload
1008
- def delete_key_from_portfolio_group_access_metadata(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 Portfolio Group code")], metadata_key : Annotated[constr(strict=True, max_length=256, min_length=1), Field(..., description="Key of the Access Metadata entry to delete")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective date to delete at, if this is not supplied, it will delete all data found")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, async_req: Optional[bool]=True, **kwargs) -> DeletedEntityResponse: # noqa: E501
1018
+ def delete_key_from_portfolio_group_access_metadata(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], metadata_key : Annotated[StrictStr, Field(..., description="Key of the Access Metadata entry to delete")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective date to delete at, if this is not supplied, it will delete all data found")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, async_req: Optional[bool]=True, **kwargs) -> DeletedEntityResponse: # noqa: E501
1009
1019
  ...
1010
1020
 
1011
1021
  @validate_arguments
1012
- def delete_key_from_portfolio_group_access_metadata(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 Portfolio Group code")], metadata_key : Annotated[constr(strict=True, max_length=256, min_length=1), Field(..., description="Key of the Access Metadata entry to delete")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective date to delete at, if this is not supplied, it will delete all data found")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[DeletedEntityResponse, Awaitable[DeletedEntityResponse]]: # noqa: E501
1022
+ def delete_key_from_portfolio_group_access_metadata(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], metadata_key : Annotated[StrictStr, Field(..., description="Key of the Access Metadata entry to delete")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective date to delete at, if this is not supplied, it will delete all data found")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[DeletedEntityResponse, Awaitable[DeletedEntityResponse]]: # noqa: E501
1013
1023
  """[EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry # noqa: E501
1014
1024
 
1015
1025
  Deletes the Portfolio Group Access Metadata entry that exactly matches the provided identifier parts. It is important to always check to verify success (or failure). # noqa: E501
@@ -1048,7 +1058,7 @@ class PortfolioGroupsApi:
1048
1058
  return self.delete_key_from_portfolio_group_access_metadata_with_http_info(scope, code, metadata_key, effective_at, effective_until, **kwargs) # noqa: E501
1049
1059
 
1050
1060
  @validate_arguments
1051
- def delete_key_from_portfolio_group_access_metadata_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 Portfolio Group code")], metadata_key : Annotated[constr(strict=True, max_length=256, min_length=1), Field(..., description="Key of the Access Metadata entry to delete")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective date to delete at, if this is not supplied, it will delete all data found")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, **kwargs) -> ApiResponse: # noqa: E501
1061
+ def delete_key_from_portfolio_group_access_metadata_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], metadata_key : Annotated[StrictStr, Field(..., description="Key of the Access Metadata entry to delete")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective date to delete at, if this is not supplied, it will delete all data found")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, **kwargs) -> ApiResponse: # noqa: E501
1052
1062
  """[EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry # noqa: E501
1053
1063
 
1054
1064
  Deletes the Portfolio Group Access Metadata entry that exactly matches the provided identifier parts. It is important to always check to verify success (or failure). # noqa: E501
@@ -1186,16 +1196,17 @@ class PortfolioGroupsApi:
1186
1196
  collection_formats=_collection_formats,
1187
1197
  _request_auth=_params.get('_request_auth'))
1188
1198
 
1199
+
1189
1200
  @overload
1190
- async def delete_portfolio_from_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to remove the portfolio from.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to remove the portfolio from. Together with the scope this uniquely identifies the portfolio group.")], portfolio_scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio being removed from the portfolio group.")], portfolio_code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio being removed from the portfolio group. Together with the scope this uniquely identifies the portfolio to remove.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the portfolio will be removed from the portfolio group.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
1201
+ async def delete_portfolio_from_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to remove the portfolio from.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to remove the portfolio from. Together with the scope this uniquely identifies the portfolio group.")], portfolio_scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio being removed from the portfolio group.")], portfolio_code : Annotated[StrictStr, Field(..., description="The code of the portfolio being removed from the portfolio group. Together with the scope this uniquely identifies the portfolio to remove.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the portfolio will be removed from the portfolio group.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
1191
1202
  ...
1192
1203
 
1193
1204
  @overload
1194
- def delete_portfolio_from_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to remove the portfolio from.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to remove the portfolio from. Together with the scope this uniquely identifies the portfolio group.")], portfolio_scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio being removed from the portfolio group.")], portfolio_code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio being removed from the portfolio group. Together with the scope this uniquely identifies the portfolio to remove.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the portfolio will be removed from the portfolio group.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
1205
+ def delete_portfolio_from_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to remove the portfolio from.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to remove the portfolio from. Together with the scope this uniquely identifies the portfolio group.")], portfolio_scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio being removed from the portfolio group.")], portfolio_code : Annotated[StrictStr, Field(..., description="The code of the portfolio being removed from the portfolio group. Together with the scope this uniquely identifies the portfolio to remove.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the portfolio will be removed from the portfolio group.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
1195
1206
  ...
1196
1207
 
1197
1208
  @validate_arguments
1198
- def delete_portfolio_from_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to remove the portfolio from.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to remove the portfolio from. Together with the scope this uniquely identifies the portfolio group.")], portfolio_scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio being removed from the portfolio group.")], portfolio_code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio being removed from the portfolio group. Together with the scope this uniquely identifies the portfolio to remove.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the portfolio will be removed from the portfolio group.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
1209
+ def delete_portfolio_from_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to remove the portfolio from.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to remove the portfolio from. Together with the scope this uniquely identifies the portfolio group.")], portfolio_scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio being removed from the portfolio group.")], portfolio_code : Annotated[StrictStr, Field(..., description="The code of the portfolio being removed from the portfolio group. Together with the scope this uniquely identifies the portfolio to remove.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the portfolio will be removed from the portfolio group.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
1199
1210
  """[EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group # noqa: E501
1200
1211
 
1201
1212
  Remove a single portfolio from a portfolio group. # noqa: E501
@@ -1234,7 +1245,7 @@ class PortfolioGroupsApi:
1234
1245
  return self.delete_portfolio_from_group_with_http_info(scope, code, portfolio_scope, portfolio_code, effective_at, **kwargs) # noqa: E501
1235
1246
 
1236
1247
  @validate_arguments
1237
- def delete_portfolio_from_group_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to remove the portfolio from.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to remove the portfolio from. Together with the scope this uniquely identifies the portfolio group.")], portfolio_scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio being removed from the portfolio group.")], portfolio_code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio being removed from the portfolio group. Together with the scope this uniquely identifies the portfolio to remove.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the portfolio will be removed from the portfolio group.")] = None, **kwargs) -> ApiResponse: # noqa: E501
1248
+ def delete_portfolio_from_group_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to remove the portfolio from.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to remove the portfolio from. Together with the scope this uniquely identifies the portfolio group.")], portfolio_scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio being removed from the portfolio group.")], portfolio_code : Annotated[StrictStr, Field(..., description="The code of the portfolio being removed from the portfolio group. Together with the scope this uniquely identifies the portfolio to remove.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the portfolio will be removed from the portfolio group.")] = None, **kwargs) -> ApiResponse: # noqa: E501
1238
1249
  """[EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group # noqa: E501
1239
1250
 
1240
1251
  Remove a single portfolio from a portfolio group. # noqa: E501
@@ -1369,16 +1380,17 @@ class PortfolioGroupsApi:
1369
1380
  collection_formats=_collection_formats,
1370
1381
  _request_auth=_params.get('_request_auth'))
1371
1382
 
1383
+
1372
1384
  @overload
1373
- async def delete_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to delete.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to delete. Together with the scope this uniquely identifies the portfolio group to delete.")], **kwargs) -> DeletedEntityResponse: # noqa: E501
1385
+ async def delete_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to delete.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to delete. Together with the scope this uniquely identifies the portfolio group to delete.")], **kwargs) -> DeletedEntityResponse: # noqa: E501
1374
1386
  ...
1375
1387
 
1376
1388
  @overload
1377
- def delete_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to delete.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to delete. Together with the scope this uniquely identifies the portfolio group to delete.")], async_req: Optional[bool]=True, **kwargs) -> DeletedEntityResponse: # noqa: E501
1389
+ def delete_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to delete.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to delete. Together with the scope this uniquely identifies the portfolio group to delete.")], async_req: Optional[bool]=True, **kwargs) -> DeletedEntityResponse: # noqa: E501
1378
1390
  ...
1379
1391
 
1380
1392
  @validate_arguments
1381
- def delete_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to delete.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to delete. Together with the scope this uniquely identifies the portfolio group to delete.")], async_req: Optional[bool]=None, **kwargs) -> Union[DeletedEntityResponse, Awaitable[DeletedEntityResponse]]: # noqa: E501
1393
+ def delete_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to delete.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to delete. Together with the scope this uniquely identifies the portfolio group to delete.")], async_req: Optional[bool]=None, **kwargs) -> Union[DeletedEntityResponse, Awaitable[DeletedEntityResponse]]: # noqa: E501
1382
1394
  """[EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group # noqa: E501
1383
1395
 
1384
1396
  Delete a single portfolio group. A portfolio group can be deleted while it still contains portfolios or sub groups. In this case any portfolios or sub groups contained in this group will not be deleted, however they will no longer be grouped together by this portfolio group. The deletion will be valid from the portfolio group's creation datetime, ie. the portfolio group will no longer exist at any effective datetime from the asAt datetime of deletion. # noqa: E501
@@ -1411,7 +1423,7 @@ class PortfolioGroupsApi:
1411
1423
  return self.delete_portfolio_group_with_http_info(scope, code, **kwargs) # noqa: E501
1412
1424
 
1413
1425
  @validate_arguments
1414
- def delete_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 to delete.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to delete. Together with the scope this uniquely identifies the portfolio group to delete.")], **kwargs) -> ApiResponse: # noqa: E501
1426
+ def delete_portfolio_group_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to delete.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to delete. Together with the scope this uniquely identifies the portfolio group to delete.")], **kwargs) -> ApiResponse: # noqa: E501
1415
1427
  """[EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group # noqa: E501
1416
1428
 
1417
1429
  Delete a single portfolio group. A portfolio group can be deleted while it still contains portfolios or sub groups. In this case any portfolios or sub groups contained in this group will not be deleted, however they will no longer be grouped together by this portfolio group. The deletion will be valid from the portfolio group's creation datetime, ie. the portfolio group will no longer exist at any effective datetime from the asAt datetime of deletion. # noqa: E501
@@ -1528,16 +1540,17 @@ class PortfolioGroupsApi:
1528
1540
  collection_formats=_collection_formats,
1529
1541
  _request_auth=_params.get('_request_auth'))
1530
1542
 
1543
+
1531
1544
  @overload
1532
- async def delete_sub_group_from_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to remove the sub group from.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to remove the sub group from. Together with the scope this uniquely identifies the portfolio group.")], subgroup_scope : Annotated[StrictStr, Field(..., description="The scope of the sub group to remove from the portfolio group.")], subgroup_code : Annotated[StrictStr, Field(..., description="The code of the sub group to remove from the portfolio group. Together with the scope this uniquely identifies the sub group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the sub group will be removed from the portfolio group.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
1545
+ async def delete_sub_group_from_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to remove the sub group from.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to remove the sub group from. Together with the scope this uniquely identifies the portfolio group.")], subgroup_scope : Annotated[StrictStr, Field(..., description="The scope of the sub group to remove from the portfolio group.")], subgroup_code : Annotated[StrictStr, Field(..., description="The code of the sub group to remove from the portfolio group. Together with the scope this uniquely identifies the sub group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the sub group will be removed from the portfolio group.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
1533
1546
  ...
1534
1547
 
1535
1548
  @overload
1536
- def delete_sub_group_from_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to remove the sub group from.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to remove the sub group from. Together with the scope this uniquely identifies the portfolio group.")], subgroup_scope : Annotated[StrictStr, Field(..., description="The scope of the sub group to remove from the portfolio group.")], subgroup_code : Annotated[StrictStr, Field(..., description="The code of the sub group to remove from the portfolio group. Together with the scope this uniquely identifies the sub group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the sub group will be removed from the portfolio group.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
1549
+ def delete_sub_group_from_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to remove the sub group from.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to remove the sub group from. Together with the scope this uniquely identifies the portfolio group.")], subgroup_scope : Annotated[StrictStr, Field(..., description="The scope of the sub group to remove from the portfolio group.")], subgroup_code : Annotated[StrictStr, Field(..., description="The code of the sub group to remove from the portfolio group. Together with the scope this uniquely identifies the sub group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the sub group will be removed from the portfolio group.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
1537
1550
  ...
1538
1551
 
1539
1552
  @validate_arguments
1540
- def delete_sub_group_from_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to remove the sub group from.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to remove the sub group from. Together with the scope this uniquely identifies the portfolio group.")], subgroup_scope : Annotated[StrictStr, Field(..., description="The scope of the sub group to remove from the portfolio group.")], subgroup_code : Annotated[StrictStr, Field(..., description="The code of the sub group to remove from the portfolio group. Together with the scope this uniquely identifies the sub group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the sub group will be removed from the portfolio group.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
1553
+ def delete_sub_group_from_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to remove the sub group from.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to remove the sub group from. Together with the scope this uniquely identifies the portfolio group.")], subgroup_scope : Annotated[StrictStr, Field(..., description="The scope of the sub group to remove from the portfolio group.")], subgroup_code : Annotated[StrictStr, Field(..., description="The code of the sub group to remove from the portfolio group. Together with the scope this uniquely identifies the sub group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the sub group will be removed from the portfolio group.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
1541
1554
  """[EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group # noqa: E501
1542
1555
 
1543
1556
  Remove a single portfolio group (sub group) from a portfolio group. # noqa: E501
@@ -1576,7 +1589,7 @@ class PortfolioGroupsApi:
1576
1589
  return self.delete_sub_group_from_group_with_http_info(scope, code, subgroup_scope, subgroup_code, effective_at, **kwargs) # noqa: E501
1577
1590
 
1578
1591
  @validate_arguments
1579
- def delete_sub_group_from_group_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to remove the sub group from.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to remove the sub group from. Together with the scope this uniquely identifies the portfolio group.")], subgroup_scope : Annotated[StrictStr, Field(..., description="The scope of the sub group to remove from the portfolio group.")], subgroup_code : Annotated[StrictStr, Field(..., description="The code of the sub group to remove from the portfolio group. Together with the scope this uniquely identifies the sub group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label from which the sub group will be removed from the portfolio group.")] = None, **kwargs) -> ApiResponse: # noqa: E501
1592
+ def delete_sub_group_from_group_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to remove the sub group from.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to remove the sub group from. Together with the scope this uniquely identifies the portfolio group.")], subgroup_scope : Annotated[StrictStr, Field(..., description="The scope of the sub group to remove from the portfolio group.")], subgroup_code : Annotated[StrictStr, Field(..., description="The code of the sub group to remove from the portfolio group. Together with the scope this uniquely identifies the sub group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label from which the sub group will be removed from the portfolio group.")] = None, **kwargs) -> ApiResponse: # noqa: E501
1580
1593
  """[EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group # noqa: E501
1581
1594
 
1582
1595
  Remove a single portfolio group (sub group) from a portfolio group. # noqa: E501
@@ -1711,16 +1724,17 @@ class PortfolioGroupsApi:
1711
1724
  collection_formats=_collection_formats,
1712
1725
  _request_auth=_params.get('_request_auth'))
1713
1726
 
1727
+
1714
1728
  @overload
1715
- async def get_a2_b_data_for_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to retrieve the A2B report for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group.")], from_effective_at : Annotated[StrictStr, Field(..., description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no lower bound if this is not specified.")], to_effective_at : Annotated[StrictStr, Field(..., description="The upper bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no upper bound if this is not specified.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified.")] = None, recipe_id_scope : Annotated[Optional[StrictStr], Field(description="The scope of the given recipeId")] = None, recipe_id_code : Annotated[Optional[StrictStr], Field(description="The code of the given recipeId")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\" domain to decorate onto the results. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\".")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, **kwargs) -> VersionedResourceListOfA2BDataRecord: # noqa: E501
1729
+ async def get_a2_b_data_for_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to retrieve the A2B report for.")], code : Annotated[StrictStr, Field(..., description="The code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group.")], from_effective_at : Annotated[StrictStr, Field(..., description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no lower bound if this is not specified.")], to_effective_at : Annotated[StrictStr, Field(..., description="The upper bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no upper bound if this is not specified.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified.")] = None, recipe_id_scope : Annotated[Optional[StrictStr], Field( description="The scope of the given recipeId")] = None, recipe_id_code : Annotated[Optional[StrictStr], Field( description="The code of the given recipeId")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\" domain to decorate onto the results. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\".")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, **kwargs) -> VersionedResourceListOfA2BDataRecord: # noqa: E501
1716
1730
  ...
1717
1731
 
1718
1732
  @overload
1719
- def get_a2_b_data_for_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to retrieve the A2B report for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group.")], from_effective_at : Annotated[StrictStr, Field(..., description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no lower bound if this is not specified.")], to_effective_at : Annotated[StrictStr, Field(..., description="The upper bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no upper bound if this is not specified.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified.")] = None, recipe_id_scope : Annotated[Optional[StrictStr], Field(description="The scope of the given recipeId")] = None, recipe_id_code : Annotated[Optional[StrictStr], Field(description="The code of the given recipeId")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\" domain to decorate onto the results. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\".")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, async_req: Optional[bool]=True, **kwargs) -> VersionedResourceListOfA2BDataRecord: # noqa: E501
1733
+ def get_a2_b_data_for_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to retrieve the A2B report for.")], code : Annotated[StrictStr, Field(..., description="The code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group.")], from_effective_at : Annotated[StrictStr, Field(..., description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no lower bound if this is not specified.")], to_effective_at : Annotated[StrictStr, Field(..., description="The upper bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no upper bound if this is not specified.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified.")] = None, recipe_id_scope : Annotated[Optional[StrictStr], Field( description="The scope of the given recipeId")] = None, recipe_id_code : Annotated[Optional[StrictStr], Field( description="The code of the given recipeId")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\" domain to decorate onto the results. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\".")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, async_req: Optional[bool]=True, **kwargs) -> VersionedResourceListOfA2BDataRecord: # noqa: E501
1720
1734
  ...
1721
1735
 
1722
1736
  @validate_arguments
1723
- def get_a2_b_data_for_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to retrieve the A2B report for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group.")], from_effective_at : Annotated[StrictStr, Field(..., description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no lower bound if this is not specified.")], to_effective_at : Annotated[StrictStr, Field(..., description="The upper bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no upper bound if this is not specified.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified.")] = None, recipe_id_scope : Annotated[Optional[StrictStr], Field(description="The scope of the given recipeId")] = None, recipe_id_code : Annotated[Optional[StrictStr], Field(description="The code of the given recipeId")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\" domain to decorate onto the results. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\".")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[VersionedResourceListOfA2BDataRecord, Awaitable[VersionedResourceListOfA2BDataRecord]]: # noqa: E501
1737
+ def get_a2_b_data_for_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to retrieve the A2B report for.")], code : Annotated[StrictStr, Field(..., description="The code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group.")], from_effective_at : Annotated[StrictStr, Field(..., description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no lower bound if this is not specified.")], to_effective_at : Annotated[StrictStr, Field(..., description="The upper bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no upper bound if this is not specified.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified.")] = None, recipe_id_scope : Annotated[Optional[StrictStr], Field( description="The scope of the given recipeId")] = None, recipe_id_code : Annotated[Optional[StrictStr], Field( description="The code of the given recipeId")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\" domain to decorate onto the results. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\".")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[VersionedResourceListOfA2BDataRecord, Awaitable[VersionedResourceListOfA2BDataRecord]]: # noqa: E501
1724
1738
  """[EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group # noqa: E501
1725
1739
 
1726
1740
  Get an A2B report for all Transaction Portfolios within the given portfolio group. # noqa: E501
@@ -1767,7 +1781,7 @@ class PortfolioGroupsApi:
1767
1781
  return self.get_a2_b_data_for_portfolio_group_with_http_info(scope, code, from_effective_at, to_effective_at, as_at, recipe_id_scope, recipe_id_code, property_keys, filter, **kwargs) # noqa: E501
1768
1782
 
1769
1783
  @validate_arguments
1770
- def get_a2_b_data_for_portfolio_group_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to retrieve the A2B report for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group.")], from_effective_at : Annotated[StrictStr, Field(..., description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no lower bound if this is not specified.")], to_effective_at : Annotated[StrictStr, Field(..., description="The upper bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no upper bound if this is not specified.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified.")] = None, recipe_id_scope : Annotated[Optional[StrictStr], Field(description="The scope of the given recipeId")] = None, recipe_id_code : Annotated[Optional[StrictStr], Field(description="The code of the given recipeId")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\" domain to decorate onto the results. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\".")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, **kwargs) -> ApiResponse: # noqa: E501
1784
+ def get_a2_b_data_for_portfolio_group_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to retrieve the A2B report for.")], code : Annotated[StrictStr, Field(..., description="The code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group.")], from_effective_at : Annotated[StrictStr, Field(..., description="The lower bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no lower bound if this is not specified.")], to_effective_at : Annotated[StrictStr, Field(..., description="The upper bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no upper bound if this is not specified.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified.")] = None, recipe_id_scope : Annotated[Optional[StrictStr], Field( description="The scope of the given recipeId")] = None, recipe_id_code : Annotated[Optional[StrictStr], Field( description="The code of the given recipeId")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the \"Instrument\" domain to decorate onto the results. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\".")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, **kwargs) -> ApiResponse: # noqa: E501
1771
1785
  """[EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group # noqa: E501
1772
1786
 
1773
1787
  Get an A2B report for all Transaction Portfolios within the given portfolio group. # noqa: E501
@@ -1930,16 +1944,17 @@ class PortfolioGroupsApi:
1930
1944
  collection_formats=_collection_formats,
1931
1945
  _request_auth=_params.get('_request_auth'))
1932
1946
 
1947
+
1933
1948
  @overload
1934
- async def get_group_properties(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to list the properties for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to list the properties for. Together with the scope this uniquely identifies the group.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective date time or cut label at which to list the group's properties. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt date time at which to list the group's properties. Defaults to return the latest version of each property if not specified.")] = None, **kwargs) -> PortfolioGroupProperties: # noqa: E501
1949
+ async def get_group_properties(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to list the properties for.")], code : Annotated[StrictStr, Field(..., description="The code of the group to list the properties for. Together with the scope this uniquely identifies the group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective date time or cut label at which to list the group's properties. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt date time at which to list the group's properties. Defaults to return the latest version of each property if not specified.")] = None, **kwargs) -> PortfolioGroupProperties: # noqa: E501
1935
1950
  ...
1936
1951
 
1937
1952
  @overload
1938
- def get_group_properties(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to list the properties for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to list the properties for. Together with the scope this uniquely identifies the group.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective date time or cut label at which to list the group's properties. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt date time at which to list the group's properties. Defaults to return the latest version of each property if not specified.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroupProperties: # noqa: E501
1953
+ def get_group_properties(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to list the properties for.")], code : Annotated[StrictStr, Field(..., description="The code of the group to list the properties for. Together with the scope this uniquely identifies the group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective date time or cut label at which to list the group's properties. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt date time at which to list the group's properties. Defaults to return the latest version of each property if not specified.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroupProperties: # noqa: E501
1939
1954
  ...
1940
1955
 
1941
1956
  @validate_arguments
1942
- def get_group_properties(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to list the properties for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to list the properties for. Together with the scope this uniquely identifies the group.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective date time or cut label at which to list the group's properties. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt date time at which to list the group's properties. Defaults to return the latest version of each property if not specified.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroupProperties, Awaitable[PortfolioGroupProperties]]: # noqa: E501
1957
+ def get_group_properties(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to list the properties for.")], code : Annotated[StrictStr, Field(..., description="The code of the group to list the properties for. Together with the scope this uniquely identifies the group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective date time or cut label at which to list the group's properties. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt date time at which to list the group's properties. Defaults to return the latest version of each property if not specified.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroupProperties, Awaitable[PortfolioGroupProperties]]: # noqa: E501
1943
1958
  """[EARLY ACCESS] GetGroupProperties: Get group properties # noqa: E501
1944
1959
 
1945
1960
  List all the properties of a single portfolio group. # noqa: E501
@@ -1976,7 +1991,7 @@ class PortfolioGroupsApi:
1976
1991
  return self.get_group_properties_with_http_info(scope, code, effective_at, as_at, **kwargs) # noqa: E501
1977
1992
 
1978
1993
  @validate_arguments
1979
- def get_group_properties_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to list the properties for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to list the properties for. Together with the scope this uniquely identifies the group.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective date time or cut label at which to list the group's properties. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt date time at which to list the group's properties. Defaults to return the latest version of each property if not specified.")] = None, **kwargs) -> ApiResponse: # noqa: E501
1994
+ def get_group_properties_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to list the properties for.")], code : Annotated[StrictStr, Field(..., description="The code of the group to list the properties for. Together with the scope this uniquely identifies the group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective date time or cut label at which to list the group's properties. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt date time at which to list the group's properties. Defaults to return the latest version of each property if not specified.")] = None, **kwargs) -> ApiResponse: # noqa: E501
1980
1995
  """[EARLY ACCESS] GetGroupProperties: Get group properties # noqa: E501
1981
1996
 
1982
1997
  List all the properties of a single portfolio group. # noqa: E501
@@ -2108,16 +2123,17 @@ class PortfolioGroupsApi:
2108
2123
  collection_formats=_collection_formats,
2109
2124
  _request_auth=_params.get('_request_auth'))
2110
2125
 
2126
+
2111
2127
  @overload
2112
- async def get_holdings_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.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to return the latest version of the holdings if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. 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\", \"Holding\" or \"Portfolio\" domain to decorate onto the holdings. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Holding/system/Cost\".")] = None, by_taxlots : Annotated[Optional[StrictBool], Field(description="Whether or not to expand the holdings to return the underlying tax-lots. Defaults to False.")] = None, include_settlement_events_after_days : Annotated[Optional[StrictInt], Field(description="Number of days ahead to bring back settlements from, in relation to the specified effectiveAt")] = None, **kwargs) -> VersionedResourceListOfPortfolioHolding: # noqa: E501
2128
+ async def get_holdings_for_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to return the latest version of the holdings if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. 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\", \"Holding\" or \"Portfolio\" domain to decorate onto the holdings. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Holding/system/Cost\".")] = None, by_taxlots : Annotated[Optional[StrictBool], Field(description="Whether or not to expand the holdings to return the underlying tax-lots. Defaults to False.")] = None, include_settlement_events_after_days : Annotated[Optional[StrictInt], Field(description="Number of days ahead to bring back settlements from, in relation to the specified effectiveAt")] = None, **kwargs) -> VersionedResourceListOfPortfolioHolding: # noqa: E501
2113
2129
  ...
2114
2130
 
2115
2131
  @overload
2116
- def get_holdings_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.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to return the latest version of the holdings if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. 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\", \"Holding\" or \"Portfolio\" domain to decorate onto the holdings. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Holding/system/Cost\".")] = None, by_taxlots : Annotated[Optional[StrictBool], Field(description="Whether or not to expand the holdings to return the underlying tax-lots. Defaults to False.")] = None, include_settlement_events_after_days : Annotated[Optional[StrictInt], Field(description="Number of days ahead to bring back settlements from, in relation to the specified effectiveAt")] = None, async_req: Optional[bool]=True, **kwargs) -> VersionedResourceListOfPortfolioHolding: # noqa: E501
2132
+ def get_holdings_for_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to return the latest version of the holdings if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. 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\", \"Holding\" or \"Portfolio\" domain to decorate onto the holdings. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Holding/system/Cost\".")] = None, by_taxlots : Annotated[Optional[StrictBool], Field(description="Whether or not to expand the holdings to return the underlying tax-lots. Defaults to False.")] = None, include_settlement_events_after_days : Annotated[Optional[StrictInt], Field(description="Number of days ahead to bring back settlements from, in relation to the specified effectiveAt")] = None, async_req: Optional[bool]=True, **kwargs) -> VersionedResourceListOfPortfolioHolding: # noqa: E501
2117
2133
  ...
2118
2134
 
2119
2135
  @validate_arguments
2120
- def get_holdings_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.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to return the latest version of the holdings if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. 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\", \"Holding\" or \"Portfolio\" domain to decorate onto the holdings. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Holding/system/Cost\".")] = None, by_taxlots : Annotated[Optional[StrictBool], Field(description="Whether or not to expand the holdings to return the underlying tax-lots. Defaults to False.")] = None, include_settlement_events_after_days : Annotated[Optional[StrictInt], Field(description="Number of days ahead to bring back settlements from, in relation to the specified effectiveAt")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[VersionedResourceListOfPortfolioHolding, Awaitable[VersionedResourceListOfPortfolioHolding]]: # noqa: E501
2136
+ def get_holdings_for_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to return the latest version of the holdings if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. 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\", \"Holding\" or \"Portfolio\" domain to decorate onto the holdings. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Holding/system/Cost\".")] = None, by_taxlots : Annotated[Optional[StrictBool], Field(description="Whether or not to expand the holdings to return the underlying tax-lots. Defaults to False.")] = None, include_settlement_events_after_days : Annotated[Optional[StrictInt], Field(description="Number of days ahead to bring back settlements from, in relation to the specified effectiveAt")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[VersionedResourceListOfPortfolioHolding, Awaitable[VersionedResourceListOfPortfolioHolding]]: # noqa: E501
2121
2137
  """GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group # noqa: E501
2122
2138
 
2123
2139
  Get the holdings of transaction portfolios in specified portfolio group. # noqa: E501
@@ -2162,7 +2178,7 @@ class PortfolioGroupsApi:
2162
2178
  return self.get_holdings_for_portfolio_group_with_http_info(scope, code, effective_at, as_at, filter, property_keys, by_taxlots, include_settlement_events_after_days, **kwargs) # noqa: E501
2163
2179
 
2164
2180
  @validate_arguments
2165
- def get_holdings_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.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to return the latest version of the holdings if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. 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\", \"Holding\" or \"Portfolio\" domain to decorate onto the holdings. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Holding/system/Cost\".")] = None, by_taxlots : Annotated[Optional[StrictBool], Field(description="Whether or not to expand the holdings to return the underlying tax-lots. Defaults to False.")] = None, include_settlement_events_after_days : Annotated[Optional[StrictInt], Field(description="Number of days ahead to bring back settlements from, in relation to the specified effectiveAt")] = None, **kwargs) -> ApiResponse: # noqa: E501
2181
+ def get_holdings_for_portfolio_group_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to return the latest version of the holdings if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. 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\", \"Holding\" or \"Portfolio\" domain to decorate onto the holdings. These take the format {domain}/{scope}/{code} e.g. \"Instrument/system/Name\" or \"Holding/system/Cost\".")] = None, by_taxlots : Annotated[Optional[StrictBool], Field(description="Whether or not to expand the holdings to return the underlying tax-lots. Defaults to False.")] = None, include_settlement_events_after_days : Annotated[Optional[StrictInt], Field(description="Number of days ahead to bring back settlements from, in relation to the specified effectiveAt")] = None, **kwargs) -> ApiResponse: # noqa: E501
2166
2182
  """GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group # noqa: E501
2167
2183
 
2168
2184
  Get the holdings of transaction portfolios in specified portfolio group. # noqa: E501
@@ -2319,16 +2335,17 @@ class PortfolioGroupsApi:
2319
2335
  collection_formats=_collection_formats,
2320
2336
  _request_auth=_params.get('_request_auth'))
2321
2337
 
2338
+
2322
2339
  @overload
2323
- async def get_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to retrieve the definition for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio group definition. Defaults to return the latest version of the portfolio group definition if not specified.")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio group in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
2340
+ async def get_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to retrieve the definition for.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio group definition. Defaults to return the latest version of the portfolio group definition if not specified.")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio group in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
2324
2341
  ...
2325
2342
 
2326
2343
  @overload
2327
- def get_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to retrieve the definition for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio group definition. Defaults to return the latest version of the portfolio group definition if not specified.")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio group in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
2344
+ def get_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to retrieve the definition for.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio group definition. Defaults to return the latest version of the portfolio group definition if not specified.")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio group in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
2328
2345
  ...
2329
2346
 
2330
2347
  @validate_arguments
2331
- def get_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to retrieve the definition for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio group definition. Defaults to return the latest version of the portfolio group definition if not specified.")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio group in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
2348
+ def get_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to retrieve the definition for.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio group definition. Defaults to return the latest version of the portfolio group definition if not specified.")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio group in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
2332
2349
  """GetPortfolioGroup: Get portfolio group # noqa: E501
2333
2350
 
2334
2351
  Retrieve the definition of a single portfolio group. # noqa: E501
@@ -2369,7 +2386,7 @@ class PortfolioGroupsApi:
2369
2386
  return self.get_portfolio_group_with_http_info(scope, code, effective_at, as_at, related_entity_property_keys, relationship_definition_ids, **kwargs) # noqa: E501
2370
2387
 
2371
2388
  @validate_arguments
2372
- def get_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 to retrieve the definition for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio group definition. Defaults to return the latest version of the portfolio group definition if not specified.")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio group in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> ApiResponse: # noqa: E501
2389
+ def get_portfolio_group_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to retrieve the definition for.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the portfolio group definition. Defaults to return the latest version of the portfolio group definition if not specified.")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio group in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> ApiResponse: # noqa: E501
2373
2390
  """GetPortfolioGroup: Get portfolio group # noqa: E501
2374
2391
 
2375
2392
  Retrieve the definition of a single portfolio group. # noqa: E501
@@ -2515,16 +2532,17 @@ class PortfolioGroupsApi:
2515
2532
  collection_formats=_collection_formats,
2516
2533
  _request_auth=_params.get('_request_auth'))
2517
2534
 
2535
+
2518
2536
  @overload
2519
- async def get_portfolio_group_access_metadata_by_key(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 Portfolio Group code")], metadata_key : Annotated[constr(strict=True, max_length=256, min_length=1), Field(..., description="Key of the metadata entry to retrieve")], effective_at : Annotated[Optional[StrictStr], Field(description="The effectiveAt datetime at which to retrieve the access metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the access metadata")] = None, **kwargs) -> List[AccessMetadataValue]: # noqa: E501
2537
+ async def get_portfolio_group_access_metadata_by_key(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], metadata_key : Annotated[StrictStr, Field(..., description="Key of the metadata entry to retrieve")], effective_at : Annotated[Optional[StrictStr], Field( description="The effectiveAt datetime at which to retrieve the access metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the access metadata")] = None, **kwargs) -> List[AccessMetadataValue]: # noqa: E501
2520
2538
  ...
2521
2539
 
2522
2540
  @overload
2523
- def get_portfolio_group_access_metadata_by_key(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 Portfolio Group code")], metadata_key : Annotated[constr(strict=True, max_length=256, min_length=1), Field(..., description="Key of the metadata entry to retrieve")], effective_at : Annotated[Optional[StrictStr], Field(description="The effectiveAt datetime at which to retrieve the access metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the access metadata")] = None, async_req: Optional[bool]=True, **kwargs) -> List[AccessMetadataValue]: # noqa: E501
2541
+ def get_portfolio_group_access_metadata_by_key(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], metadata_key : Annotated[StrictStr, Field(..., description="Key of the metadata entry to retrieve")], effective_at : Annotated[Optional[StrictStr], Field( description="The effectiveAt datetime at which to retrieve the access metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the access metadata")] = None, async_req: Optional[bool]=True, **kwargs) -> List[AccessMetadataValue]: # noqa: E501
2524
2542
  ...
2525
2543
 
2526
2544
  @validate_arguments
2527
- def get_portfolio_group_access_metadata_by_key(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 Portfolio Group code")], metadata_key : Annotated[constr(strict=True, max_length=256, min_length=1), Field(..., description="Key of the metadata entry to retrieve")], effective_at : Annotated[Optional[StrictStr], Field(description="The effectiveAt datetime at which to retrieve the access metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the access metadata")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[List[AccessMetadataValue], Awaitable[List[AccessMetadataValue]]]: # noqa: E501
2545
+ def get_portfolio_group_access_metadata_by_key(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], metadata_key : Annotated[StrictStr, Field(..., description="Key of the metadata entry to retrieve")], effective_at : Annotated[Optional[StrictStr], Field( description="The effectiveAt datetime at which to retrieve the access metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the access metadata")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[List[AccessMetadataValue], Awaitable[List[AccessMetadataValue]]]: # noqa: E501
2528
2546
  """[EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group # noqa: E501
2529
2547
 
2530
2548
  Get a specific Portfolio Group access metadata by specifying the corresponding identifier parts No matching will be performed through this endpoint. To retrieve a rule, it is necessary to specify, exactly, the identifier of the rule # noqa: E501
@@ -2563,7 +2581,7 @@ class PortfolioGroupsApi:
2563
2581
  return self.get_portfolio_group_access_metadata_by_key_with_http_info(scope, code, metadata_key, effective_at, as_at, **kwargs) # noqa: E501
2564
2582
 
2565
2583
  @validate_arguments
2566
- def get_portfolio_group_access_metadata_by_key_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 Portfolio Group code")], metadata_key : Annotated[constr(strict=True, max_length=256, min_length=1), Field(..., description="Key of the metadata entry to retrieve")], effective_at : Annotated[Optional[StrictStr], Field(description="The effectiveAt datetime at which to retrieve the access metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the access metadata")] = None, **kwargs) -> ApiResponse: # noqa: E501
2584
+ def get_portfolio_group_access_metadata_by_key_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], metadata_key : Annotated[StrictStr, Field(..., description="Key of the metadata entry to retrieve")], effective_at : Annotated[Optional[StrictStr], Field( description="The effectiveAt datetime at which to retrieve the access metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the access metadata")] = None, **kwargs) -> ApiResponse: # noqa: E501
2567
2585
  """[EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group # noqa: E501
2568
2586
 
2569
2587
  Get a specific Portfolio Group access metadata by specifying the corresponding identifier parts No matching will be performed through this endpoint. To retrieve a rule, it is necessary to specify, exactly, the identifier of the rule # noqa: E501
@@ -2701,16 +2719,17 @@ class PortfolioGroupsApi:
2701
2719
  collection_formats=_collection_formats,
2702
2720
  _request_auth=_params.get('_request_auth'))
2703
2721
 
2722
+
2704
2723
  @overload
2705
- async def get_portfolio_group_commands(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to retrieve the commands for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to retrieve the commands for. Together with the scope this uniquely identifies the portfolio group.")], from_as_at : Annotated[Optional[datetime], Field(description="The lower bound asAt datetime (inclusive) from which to retrieve commands. There is no lower bound if this is not specified.")] = None, to_as_at : Annotated[Optional[datetime], Field(description="The upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is 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 User ID, use \"userId.id eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, **kwargs) -> ResourceListOfProcessedCommand: # noqa: E501
2724
+ async def get_portfolio_group_commands(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to retrieve the commands for.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to retrieve the commands for. Together with the scope this uniquely identifies the portfolio group.")], from_as_at : Annotated[Optional[datetime], Field(description="The lower bound asAt datetime (inclusive) from which to retrieve commands. There is no lower bound if this is not specified.")] = None, to_as_at : Annotated[Optional[datetime], Field(description="The upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. For example, to filter on the User ID, use \"userId.id eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, **kwargs) -> ResourceListOfProcessedCommand: # noqa: E501
2706
2725
  ...
2707
2726
 
2708
2727
  @overload
2709
- def get_portfolio_group_commands(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to retrieve the commands for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to retrieve the commands for. Together with the scope this uniquely identifies the portfolio group.")], from_as_at : Annotated[Optional[datetime], Field(description="The lower bound asAt datetime (inclusive) from which to retrieve commands. There is no lower bound if this is not specified.")] = None, to_as_at : Annotated[Optional[datetime], Field(description="The upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is 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 User ID, use \"userId.id eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfProcessedCommand: # noqa: E501
2728
+ def get_portfolio_group_commands(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to retrieve the commands for.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to retrieve the commands for. Together with the scope this uniquely identifies the portfolio group.")], from_as_at : Annotated[Optional[datetime], Field(description="The lower bound asAt datetime (inclusive) from which to retrieve commands. There is no lower bound if this is not specified.")] = None, to_as_at : Annotated[Optional[datetime], Field(description="The upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. For example, to filter on the User ID, use \"userId.id eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfProcessedCommand: # noqa: E501
2710
2729
  ...
2711
2730
 
2712
2731
  @validate_arguments
2713
- def get_portfolio_group_commands(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to retrieve the commands for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to retrieve the commands for. Together with the scope this uniquely identifies the portfolio group.")], from_as_at : Annotated[Optional[datetime], Field(description="The lower bound asAt datetime (inclusive) from which to retrieve commands. There is no lower bound if this is not specified.")] = None, to_as_at : Annotated[Optional[datetime], Field(description="The upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is 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 User ID, use \"userId.id eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfProcessedCommand, Awaitable[ResourceListOfProcessedCommand]]: # noqa: E501
2732
+ def get_portfolio_group_commands(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to retrieve the commands for.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to retrieve the commands for. Together with the scope this uniquely identifies the portfolio group.")], from_as_at : Annotated[Optional[datetime], Field(description="The lower bound asAt datetime (inclusive) from which to retrieve commands. There is no lower bound if this is not specified.")] = None, to_as_at : Annotated[Optional[datetime], Field(description="The upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. For example, to filter on the User ID, use \"userId.id eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfProcessedCommand, Awaitable[ResourceListOfProcessedCommand]]: # noqa: E501
2714
2733
  """GetPortfolioGroupCommands: Get portfolio group commands # noqa: E501
2715
2734
 
2716
2735
  Gets all the commands that modified a single portfolio group. # noqa: E501
@@ -2749,7 +2768,7 @@ class PortfolioGroupsApi:
2749
2768
  return self.get_portfolio_group_commands_with_http_info(scope, code, from_as_at, to_as_at, filter, **kwargs) # noqa: E501
2750
2769
 
2751
2770
  @validate_arguments
2752
- def get_portfolio_group_commands_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to retrieve the commands for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to retrieve the commands for. Together with the scope this uniquely identifies the portfolio group.")], from_as_at : Annotated[Optional[datetime], Field(description="The lower bound asAt datetime (inclusive) from which to retrieve commands. There is no lower bound if this is not specified.")] = None, to_as_at : Annotated[Optional[datetime], Field(description="The upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is 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 User ID, use \"userId.id eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, **kwargs) -> ApiResponse: # noqa: E501
2771
+ def get_portfolio_group_commands_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to retrieve the commands for.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to retrieve the commands for. Together with the scope this uniquely identifies the portfolio group.")], from_as_at : Annotated[Optional[datetime], Field(description="The lower bound asAt datetime (inclusive) from which to retrieve commands. There is no lower bound if this is not specified.")] = None, to_as_at : Annotated[Optional[datetime], Field(description="The upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. For example, to filter on the User ID, use \"userId.id eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, **kwargs) -> ApiResponse: # noqa: E501
2753
2772
  """GetPortfolioGroupCommands: Get portfolio group commands # noqa: E501
2754
2773
 
2755
2774
  Gets all the commands that modified a single portfolio group. # noqa: E501
@@ -2890,16 +2909,17 @@ class PortfolioGroupsApi:
2890
2909
  collection_formats=_collection_formats,
2891
2910
  _request_auth=_params.get('_request_auth'))
2892
2911
 
2912
+
2893
2913
  @overload
2894
- async def get_portfolio_group_expansion(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to expand.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to expand the portfolio group. Defaults to return the latest version of each portfolio in the group if not specified.")] = None, property_filter : Annotated[Optional[conlist(StrictStr)], Field(description="The restricted list of property keys from the \"Portfolio\" domain which will be decorated onto each portfolio. These take the format {domain}/{scope}/{code} e.g. \"Portfolio/Manager/Id\".")] = None, **kwargs) -> ExpandedGroup: # noqa: E501
2914
+ async def get_portfolio_group_expansion(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to expand.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to expand the portfolio group. Defaults to return the latest version of each portfolio in the group if not specified.")] = None, property_filter : Annotated[Optional[conlist(StrictStr)], Field(description="The restricted list of property keys from the \"Portfolio\" domain which will be decorated onto each portfolio. These take the format {domain}/{scope}/{code} e.g. \"Portfolio/Manager/Id\".")] = None, **kwargs) -> ExpandedGroup: # noqa: E501
2895
2915
  ...
2896
2916
 
2897
2917
  @overload
2898
- def get_portfolio_group_expansion(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to expand.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to expand the portfolio group. Defaults to return the latest version of each portfolio in the group if not specified.")] = None, property_filter : Annotated[Optional[conlist(StrictStr)], Field(description="The restricted list of property keys from the \"Portfolio\" domain which will be decorated onto each portfolio. These take the format {domain}/{scope}/{code} e.g. \"Portfolio/Manager/Id\".")] = None, async_req: Optional[bool]=True, **kwargs) -> ExpandedGroup: # noqa: E501
2918
+ def get_portfolio_group_expansion(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to expand.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to expand the portfolio group. Defaults to return the latest version of each portfolio in the group if not specified.")] = None, property_filter : Annotated[Optional[conlist(StrictStr)], Field(description="The restricted list of property keys from the \"Portfolio\" domain which will be decorated onto each portfolio. These take the format {domain}/{scope}/{code} e.g. \"Portfolio/Manager/Id\".")] = None, async_req: Optional[bool]=True, **kwargs) -> ExpandedGroup: # noqa: E501
2899
2919
  ...
2900
2920
 
2901
2921
  @validate_arguments
2902
- def get_portfolio_group_expansion(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to expand.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to expand the portfolio group. Defaults to return the latest version of each portfolio in the group if not specified.")] = None, property_filter : Annotated[Optional[conlist(StrictStr)], Field(description="The restricted list of property keys from the \"Portfolio\" domain which will be decorated onto each portfolio. These take the format {domain}/{scope}/{code} e.g. \"Portfolio/Manager/Id\".")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ExpandedGroup, Awaitable[ExpandedGroup]]: # noqa: E501
2922
+ def get_portfolio_group_expansion(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to expand.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to expand the portfolio group. Defaults to return the latest version of each portfolio in the group if not specified.")] = None, property_filter : Annotated[Optional[conlist(StrictStr)], Field(description="The restricted list of property keys from the \"Portfolio\" domain which will be decorated onto each portfolio. These take the format {domain}/{scope}/{code} e.g. \"Portfolio/Manager/Id\".")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ExpandedGroup, Awaitable[ExpandedGroup]]: # noqa: E501
2903
2923
  """[EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion # noqa: E501
2904
2924
 
2905
2925
  List all the portfolios in a group, including all portfolios within sub groups in the group. Each portfolio will be decorated with all of its properties unless a property filter is specified. # noqa: E501
@@ -2938,7 +2958,7 @@ class PortfolioGroupsApi:
2938
2958
  return self.get_portfolio_group_expansion_with_http_info(scope, code, effective_at, as_at, property_filter, **kwargs) # noqa: E501
2939
2959
 
2940
2960
  @validate_arguments
2941
- def get_portfolio_group_expansion_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to expand.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to expand the portfolio group. Defaults to return the latest version of each portfolio in the group if not specified.")] = None, property_filter : Annotated[Optional[conlist(StrictStr)], Field(description="The restricted list of property keys from the \"Portfolio\" domain which will be decorated onto each portfolio. These take the format {domain}/{scope}/{code} e.g. \"Portfolio/Manager/Id\".")] = None, **kwargs) -> ApiResponse: # noqa: E501
2961
+ def get_portfolio_group_expansion_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to expand.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to expand the portfolio group. Defaults to return the latest version of each portfolio in the group if not specified.")] = None, property_filter : Annotated[Optional[conlist(StrictStr)], Field(description="The restricted list of property keys from the \"Portfolio\" domain which will be decorated onto each portfolio. These take the format {domain}/{scope}/{code} e.g. \"Portfolio/Manager/Id\".")] = None, **kwargs) -> ApiResponse: # noqa: E501
2942
2962
  """[EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion # noqa: E501
2943
2963
 
2944
2964
  List all the portfolios in a group, including all portfolios within sub groups in the group. Each portfolio will be decorated with all of its properties unless a property filter is specified. # noqa: E501
@@ -3077,16 +3097,17 @@ class PortfolioGroupsApi:
3077
3097
  collection_formats=_collection_formats,
3078
3098
  _request_auth=_params.get('_request_auth'))
3079
3099
 
3100
+
3080
3101
  @overload
3081
- async def get_portfolio_group_metadata(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 Portfolio Group code")], effective_at : Annotated[Optional[StrictStr], Field(description="The effectiveAt datetime at which to retrieve the Access Metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the Access Metadata")] = None, **kwargs) -> Dict[str, List[AccessMetadataValue]]: # noqa: E501
3102
+ async def get_portfolio_group_metadata(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], effective_at : Annotated[Optional[StrictStr], Field( description="The effectiveAt datetime at which to retrieve the Access Metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the Access Metadata")] = None, **kwargs) -> Dict[str, List[AccessMetadataValue]]: # noqa: E501
3082
3103
  ...
3083
3104
 
3084
3105
  @overload
3085
- def get_portfolio_group_metadata(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 Portfolio Group code")], effective_at : Annotated[Optional[StrictStr], Field(description="The effectiveAt datetime at which to retrieve the Access Metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the Access Metadata")] = None, async_req: Optional[bool]=True, **kwargs) -> Dict[str, List[AccessMetadataValue]]: # noqa: E501
3106
+ def get_portfolio_group_metadata(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], effective_at : Annotated[Optional[StrictStr], Field( description="The effectiveAt datetime at which to retrieve the Access Metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the Access Metadata")] = None, async_req: Optional[bool]=True, **kwargs) -> Dict[str, List[AccessMetadataValue]]: # noqa: E501
3086
3107
  ...
3087
3108
 
3088
3109
  @validate_arguments
3089
- def get_portfolio_group_metadata(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 Portfolio Group code")], effective_at : Annotated[Optional[StrictStr], Field(description="The effectiveAt datetime at which to retrieve the Access Metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the Access Metadata")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[Dict[str, List[AccessMetadataValue]], Awaitable[Dict[str, List[AccessMetadataValue]]]]: # noqa: E501
3110
+ def get_portfolio_group_metadata(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], effective_at : Annotated[Optional[StrictStr], Field( description="The effectiveAt datetime at which to retrieve the Access Metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the Access Metadata")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[Dict[str, List[AccessMetadataValue]], Awaitable[Dict[str, List[AccessMetadataValue]]]]: # noqa: E501
3090
3111
  """[EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group # noqa: E501
3091
3112
 
3092
3113
  Pass the scope and Portfolio Group code parameters to retrieve the associated Access Metadata # noqa: E501
@@ -3123,7 +3144,7 @@ class PortfolioGroupsApi:
3123
3144
  return self.get_portfolio_group_metadata_with_http_info(scope, code, effective_at, as_at, **kwargs) # noqa: E501
3124
3145
 
3125
3146
  @validate_arguments
3126
- def get_portfolio_group_metadata_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 Portfolio Group code")], effective_at : Annotated[Optional[StrictStr], Field(description="The effectiveAt datetime at which to retrieve the Access Metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the Access Metadata")] = None, **kwargs) -> ApiResponse: # noqa: E501
3147
+ def get_portfolio_group_metadata_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], effective_at : Annotated[Optional[StrictStr], Field( description="The effectiveAt datetime at which to retrieve the Access Metadata")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the Access Metadata")] = None, **kwargs) -> ApiResponse: # noqa: E501
3127
3148
  """[EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group # noqa: E501
3128
3149
 
3129
3150
  Pass the scope and Portfolio Group code parameters to retrieve the associated Access Metadata # noqa: E501
@@ -3255,16 +3276,17 @@ class PortfolioGroupsApi:
3255
3276
  collection_formats=_collection_formats,
3256
3277
  _request_auth=_params.get('_request_auth'))
3257
3278
 
3279
+
3258
3280
  @overload
3259
- async def get_portfolio_group_property_time_series(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group. Together with the scope this uniquely identifies the portfolio group.")], property_key : Annotated[StrictStr, Field(..., description="The property key of the property that will have its history shown. These must be in the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], portfolio_group_effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime used to resolve the portfolio group. 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 portfolio group's property history. Defaults to return the current datetime if not supplied.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing properties from a previous call to get property time series. 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 number of returned results to this many.")] = None, **kwargs) -> ResourceListOfPropertyInterval: # noqa: E501
3281
+ async def get_portfolio_group_property_time_series(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group.")], code : Annotated[StrictStr, Field(..., description="The code of the group. Together with the scope this uniquely identifies the portfolio group.")], property_key : Annotated[StrictStr, Field(..., description="The property key of the property that will have its history shown. These must be in the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], portfolio_group_effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime used to resolve the portfolio group. 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 portfolio group's property history. Defaults to return the current datetime if not supplied.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing properties from a previous call to get property time series. 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 number of returned results to this many.")] = None, **kwargs) -> ResourceListOfPropertyInterval: # noqa: E501
3260
3282
  ...
3261
3283
 
3262
3284
  @overload
3263
- def get_portfolio_group_property_time_series(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group. Together with the scope this uniquely identifies the portfolio group.")], property_key : Annotated[StrictStr, Field(..., description="The property key of the property that will have its history shown. These must be in the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], portfolio_group_effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime used to resolve the portfolio group. 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 portfolio group's property history. Defaults to return the current datetime if not supplied.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing properties from a previous call to get property time series. 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 number of returned results to this many.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfPropertyInterval: # noqa: E501
3285
+ def get_portfolio_group_property_time_series(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group.")], code : Annotated[StrictStr, Field(..., description="The code of the group. Together with the scope this uniquely identifies the portfolio group.")], property_key : Annotated[StrictStr, Field(..., description="The property key of the property that will have its history shown. These must be in the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], portfolio_group_effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime used to resolve the portfolio group. 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 portfolio group's property history. Defaults to return the current datetime if not supplied.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing properties from a previous call to get property time series. 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 number of returned results to this many.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfPropertyInterval: # noqa: E501
3264
3286
  ...
3265
3287
 
3266
3288
  @validate_arguments
3267
- def get_portfolio_group_property_time_series(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group. Together with the scope this uniquely identifies the portfolio group.")], property_key : Annotated[StrictStr, Field(..., description="The property key of the property that will have its history shown. These must be in the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], portfolio_group_effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime used to resolve the portfolio group. 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 portfolio group's property history. Defaults to return the current datetime if not supplied.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing properties from a previous call to get property time series. 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 number of returned results to this many.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfPropertyInterval, Awaitable[ResourceListOfPropertyInterval]]: # noqa: E501
3289
+ def get_portfolio_group_property_time_series(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group.")], code : Annotated[StrictStr, Field(..., description="The code of the group. Together with the scope this uniquely identifies the portfolio group.")], property_key : Annotated[StrictStr, Field(..., description="The property key of the property that will have its history shown. These must be in the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], portfolio_group_effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime used to resolve the portfolio group. 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 portfolio group's property history. Defaults to return the current datetime if not supplied.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing properties from a previous call to get property time series. 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 number of returned results to this many.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfPropertyInterval, Awaitable[ResourceListOfPropertyInterval]]: # noqa: E501
3268
3290
  """[EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property # noqa: E501
3269
3291
 
3270
3292
  List the complete time series of a portfolio group property. # noqa: E501
@@ -3309,7 +3331,7 @@ class PortfolioGroupsApi:
3309
3331
  return self.get_portfolio_group_property_time_series_with_http_info(scope, code, property_key, portfolio_group_effective_at, as_at, filter, page, limit, **kwargs) # noqa: E501
3310
3332
 
3311
3333
  @validate_arguments
3312
- def get_portfolio_group_property_time_series_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group. Together with the scope this uniquely identifies the portfolio group.")], property_key : Annotated[StrictStr, Field(..., description="The property key of the property that will have its history shown. These must be in the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], portfolio_group_effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime used to resolve the portfolio group. 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 portfolio group's property history. Defaults to return the current datetime if not supplied.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, page : Annotated[Optional[constr(strict=True, max_length=500, min_length=1)], Field(description="The pagination token to use to continue listing properties from a previous call to get property time series. 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 number of returned results to this many.")] = None, **kwargs) -> ApiResponse: # noqa: E501
3334
+ def get_portfolio_group_property_time_series_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group.")], code : Annotated[StrictStr, Field(..., description="The code of the group. Together with the scope this uniquely identifies the portfolio group.")], property_key : Annotated[StrictStr, Field(..., description="The property key of the property that will have its history shown. These must be in the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\". Each property must be from the \"PortfolioGroup\" domain.")], portfolio_group_effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime used to resolve the portfolio group. 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 portfolio group's property history. Defaults to return the current datetime if not supplied.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing properties from a previous call to get property time series. 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 number of returned results to this many.")] = None, **kwargs) -> ApiResponse: # noqa: E501
3313
3335
  """[EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property # noqa: E501
3314
3336
 
3315
3337
  List the complete time series of a portfolio group property. # noqa: E501
@@ -3465,16 +3487,17 @@ class PortfolioGroupsApi:
3465
3487
  collection_formats=_collection_formats,
3466
3488
  _request_auth=_params.get('_request_auth'))
3467
3489
 
3490
+
3468
3491
  @overload
3469
- async def get_portfolio_group_relations(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.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relations. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the relations. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifiers types (as property keys) used for referencing Persons or Legal Entities. These take the format {domain}/{scope}/{code} e.g. \"Person/CompanyDetails/Role\". They must be from the \"Person\" or \"LegalEntity\" domain. Only identifier types stated will be used to look up relevant entities in relations. If not applicable, provide an empty array.")] = None, **kwargs) -> ResourceListOfRelation: # noqa: E501
3492
+ async def get_portfolio_group_relations(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relations. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the relations. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifiers types (as property keys) used for referencing Persons or Legal Entities. These take the format {domain}/{scope}/{code} e.g. \"Person/CompanyDetails/Role\". They must be from the \"Person\" or \"LegalEntity\" domain. Only identifier types stated will be used to look up relevant entities in relations. If not applicable, provide an empty array.")] = None, **kwargs) -> ResourceListOfRelation: # noqa: E501
3470
3493
  ...
3471
3494
 
3472
3495
  @overload
3473
- def get_portfolio_group_relations(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.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relations. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the relations. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifiers types (as property keys) used for referencing Persons or Legal Entities. These take the format {domain}/{scope}/{code} e.g. \"Person/CompanyDetails/Role\". They must be from the \"Person\" or \"LegalEntity\" domain. Only identifier types stated will be used to look up relevant entities in relations. If not applicable, provide an empty array.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfRelation: # noqa: E501
3496
+ def get_portfolio_group_relations(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relations. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the relations. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifiers types (as property keys) used for referencing Persons or Legal Entities. These take the format {domain}/{scope}/{code} e.g. \"Person/CompanyDetails/Role\". They must be from the \"Person\" or \"LegalEntity\" domain. Only identifier types stated will be used to look up relevant entities in relations. If not applicable, provide an empty array.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfRelation: # noqa: E501
3474
3497
  ...
3475
3498
 
3476
3499
  @validate_arguments
3477
- def get_portfolio_group_relations(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.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relations. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the relations. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifiers types (as property keys) used for referencing Persons or Legal Entities. These take the format {domain}/{scope}/{code} e.g. \"Person/CompanyDetails/Role\". They must be from the \"Person\" or \"LegalEntity\" domain. Only identifier types stated will be used to look up relevant entities in relations. If not applicable, provide an empty array.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfRelation, Awaitable[ResourceListOfRelation]]: # noqa: E501
3500
+ def get_portfolio_group_relations(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relations. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the relations. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifiers types (as property keys) used for referencing Persons or Legal Entities. These take the format {domain}/{scope}/{code} e.g. \"Person/CompanyDetails/Role\". They must be from the \"Person\" or \"LegalEntity\" domain. Only identifier types stated will be used to look up relevant entities in relations. If not applicable, provide an empty array.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfRelation, Awaitable[ResourceListOfRelation]]: # noqa: E501
3478
3501
  """[EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group # noqa: E501
3479
3502
 
3480
3503
  Get relations for the specified Portfolio Group # noqa: E501
@@ -3515,7 +3538,7 @@ class PortfolioGroupsApi:
3515
3538
  return self.get_portfolio_group_relations_with_http_info(scope, code, effective_at, as_at, filter, identifier_types, **kwargs) # noqa: E501
3516
3539
 
3517
3540
  @validate_arguments
3518
- def get_portfolio_group_relations_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.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relations. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter the relations. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifiers types (as property keys) used for referencing Persons or Legal Entities. These take the format {domain}/{scope}/{code} e.g. \"Person/CompanyDetails/Role\". They must be from the \"Person\" or \"LegalEntity\" domain. Only identifier types stated will be used to look up relevant entities in relations. If not applicable, provide an empty array.")] = None, **kwargs) -> ApiResponse: # noqa: E501
3541
+ def get_portfolio_group_relations_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relations. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the relations. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifiers types (as property keys) used for referencing Persons or Legal Entities. These take the format {domain}/{scope}/{code} e.g. \"Person/CompanyDetails/Role\". They must be from the \"Person\" or \"LegalEntity\" domain. Only identifier types stated will be used to look up relevant entities in relations. If not applicable, provide an empty array.")] = None, **kwargs) -> ApiResponse: # noqa: E501
3519
3542
  """[EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group # noqa: E501
3520
3543
 
3521
3544
  Get relations for the specified Portfolio Group # noqa: E501
@@ -3660,16 +3683,17 @@ class PortfolioGroupsApi:
3660
3683
  collection_formats=_collection_formats,
3661
3684
  _request_auth=_params.get('_request_auth'))
3662
3685
 
3686
+
3663
3687
  @overload
3664
- async def get_portfolio_group_relationships(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.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter relationships. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifier types (as property keys) used for referencing Persons or Legal Entities. These can be specified from the 'Person' or 'LegalEntity' domains and have the format {domain}/{scope}/{code}, for example 'Person/CompanyDetails/Role'. An Empty array may be used to return all related Entities.")] = None, **kwargs) -> ResourceListOfRelationship: # noqa: E501
3688
+ async def get_portfolio_group_relationships(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter relationships. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifier types (as property keys) used for referencing Persons or Legal Entities. These can be specified from the 'Person' or 'LegalEntity' domains and have the format {domain}/{scope}/{code}, for example 'Person/CompanyDetails/Role'. An Empty array may be used to return all related Entities.")] = None, **kwargs) -> ResourceListOfRelationship: # noqa: E501
3665
3689
  ...
3666
3690
 
3667
3691
  @overload
3668
- def get_portfolio_group_relationships(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.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter relationships. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifier types (as property keys) used for referencing Persons or Legal Entities. These can be specified from the 'Person' or 'LegalEntity' domains and have the format {domain}/{scope}/{code}, for example 'Person/CompanyDetails/Role'. An Empty array may be used to return all related Entities.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfRelationship: # noqa: E501
3692
+ def get_portfolio_group_relationships(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter relationships. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifier types (as property keys) used for referencing Persons or Legal Entities. These can be specified from the 'Person' or 'LegalEntity' domains and have the format {domain}/{scope}/{code}, for example 'Person/CompanyDetails/Role'. An Empty array may be used to return all related Entities.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfRelationship: # noqa: E501
3669
3693
  ...
3670
3694
 
3671
3695
  @validate_arguments
3672
- def get_portfolio_group_relationships(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.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter relationships. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifier types (as property keys) used for referencing Persons or Legal Entities. These can be specified from the 'Person' or 'LegalEntity' domains and have the format {domain}/{scope}/{code}, for example 'Person/CompanyDetails/Role'. An Empty array may be used to return all related Entities.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfRelationship, Awaitable[ResourceListOfRelationship]]: # noqa: E501
3696
+ def get_portfolio_group_relationships(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter relationships. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifier types (as property keys) used for referencing Persons or Legal Entities. These can be specified from the 'Person' or 'LegalEntity' domains and have the format {domain}/{scope}/{code}, for example 'Person/CompanyDetails/Role'. An Empty array may be used to return all related Entities.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfRelationship, Awaitable[ResourceListOfRelationship]]: # noqa: E501
3673
3697
  """[EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group # noqa: E501
3674
3698
 
3675
3699
  Get relationships for the specified Portfolio Group # noqa: E501
@@ -3710,7 +3734,7 @@ class PortfolioGroupsApi:
3710
3734
  return self.get_portfolio_group_relationships_with_http_info(scope, code, effective_at, as_at, filter, identifier_types, **kwargs) # noqa: E501
3711
3735
 
3712
3736
  @validate_arguments
3713
- def get_portfolio_group_relationships_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.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[constr(strict=True, max_length=16384, min_length=0)], Field(description="Expression to filter relationships. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifier types (as property keys) used for referencing Persons or Legal Entities. These can be specified from the 'Person' or 'LegalEntity' domains and have the format {domain}/{scope}/{code}, for example 'Person/CompanyDetails/Role'. An Empty array may be used to return all related Entities.")] = None, **kwargs) -> ApiResponse: # noqa: E501
3737
+ def get_portfolio_group_relationships_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter relationships. Users should provide null or empty string for this field until further notice.")] = None, identifier_types : Annotated[Optional[conlist(StrictStr)], Field(description="Identifier types (as property keys) used for referencing Persons or Legal Entities. These can be specified from the 'Person' or 'LegalEntity' domains and have the format {domain}/{scope}/{code}, for example 'Person/CompanyDetails/Role'. An Empty array may be used to return all related Entities.")] = None, **kwargs) -> ApiResponse: # noqa: E501
3714
3738
  """[EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group # noqa: E501
3715
3739
 
3716
3740
  Get relationships for the specified Portfolio Group # noqa: E501
@@ -3855,16 +3879,17 @@ class PortfolioGroupsApi:
3855
3879
  collection_formats=_collection_formats,
3856
3880
  _request_auth=_params.get('_request_auth'))
3857
3881
 
3882
+
3858
3883
  @overload
3859
- 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
3884
+ async def get_transactions_for_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, 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[StrictStr], 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[StrictStr], 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
3860
3885
  ...
3861
3886
 
3862
3887
  @overload
3863
- 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
3888
+ def get_transactions_for_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, 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[StrictStr], 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[StrictStr], 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
3864
3889
  ...
3865
3890
 
3866
3891
  @validate_arguments
3867
- 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
3892
+ def get_transactions_for_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, 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[StrictStr], 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[StrictStr], 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
3868
3893
  """GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group # noqa: E501
3869
3894
 
3870
3895
  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
@@ -3915,7 +3940,7 @@ class PortfolioGroupsApi:
3915
3940
  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
3916
3941
 
3917
3942
  @validate_arguments
3918
- 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
3943
+ def get_transactions_for_portfolio_group_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group.")], code : Annotated[StrictStr, 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[StrictStr], 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[StrictStr], 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
3919
3944
  """GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group # noqa: E501
3920
3945
 
3921
3946
  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
@@ -4091,16 +4116,17 @@ class PortfolioGroupsApi:
4091
4116
  collection_formats=_collection_formats,
4092
4117
  _request_auth=_params.get('_request_auth'))
4093
4118
 
4119
+
4094
4120
  @overload
4095
- async def list_portfolio_groups(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope to list the portfolio groups in.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to list the portfolio groups. 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 portfolio groups. Defaults to return the latest version of each portfolio group 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 portfolio groups from a previous call to list portfolio groups. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy 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 number of returned results to this many. Defaults to no limit 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 Display Name, use \"displayName eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio groups in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> PagedResourceListOfPortfolioGroup: # noqa: E501
4121
+ async def list_portfolio_groups(self, scope : Annotated[StrictStr, Field(..., description="The scope to list the portfolio groups in.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to list the portfolio groups. 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 portfolio groups. Defaults to return the latest version of each portfolio group if not specified.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing portfolio groups from a previous call to list portfolio groups. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy 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 number of returned results to this many. Defaults to no limit if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. For example, to filter on the Display Name, use \"displayName eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio groups in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> PagedResourceListOfPortfolioGroup: # noqa: E501
4096
4122
  ...
4097
4123
 
4098
4124
  @overload
4099
- def list_portfolio_groups(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope to list the portfolio groups in.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to list the portfolio groups. 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 portfolio groups. Defaults to return the latest version of each portfolio group 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 portfolio groups from a previous call to list portfolio groups. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy 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 number of returned results to this many. Defaults to no limit 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 Display Name, use \"displayName eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio groups in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=True, **kwargs) -> PagedResourceListOfPortfolioGroup: # noqa: E501
4125
+ def list_portfolio_groups(self, scope : Annotated[StrictStr, Field(..., description="The scope to list the portfolio groups in.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to list the portfolio groups. 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 portfolio groups. Defaults to return the latest version of each portfolio group if not specified.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing portfolio groups from a previous call to list portfolio groups. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy 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 number of returned results to this many. Defaults to no limit if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. For example, to filter on the Display Name, use \"displayName eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio groups in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=True, **kwargs) -> PagedResourceListOfPortfolioGroup: # noqa: E501
4100
4126
  ...
4101
4127
 
4102
4128
  @validate_arguments
4103
- def list_portfolio_groups(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope to list the portfolio groups in.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to list the portfolio groups. 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 portfolio groups. Defaults to return the latest version of each portfolio group 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 portfolio groups from a previous call to list portfolio groups. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy 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 number of returned results to this many. Defaults to no limit 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 Display Name, use \"displayName eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio groups in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PagedResourceListOfPortfolioGroup, Awaitable[PagedResourceListOfPortfolioGroup]]: # noqa: E501
4129
+ def list_portfolio_groups(self, scope : Annotated[StrictStr, Field(..., description="The scope to list the portfolio groups in.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to list the portfolio groups. 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 portfolio groups. Defaults to return the latest version of each portfolio group if not specified.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing portfolio groups from a previous call to list portfolio groups. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy 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 number of returned results to this many. Defaults to no limit if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. For example, to filter on the Display Name, use \"displayName eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio groups in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PagedResourceListOfPortfolioGroup, Awaitable[PagedResourceListOfPortfolioGroup]]: # noqa: E501
4104
4130
  """ListPortfolioGroups: List portfolio groups # noqa: E501
4105
4131
 
4106
4132
  List all the portfolio groups in a single scope. # noqa: E501
@@ -4147,7 +4173,7 @@ class PortfolioGroupsApi:
4147
4173
  return self.list_portfolio_groups_with_http_info(scope, effective_at, as_at, page, limit, filter, sort_by, related_entity_property_keys, relationship_definition_ids, **kwargs) # noqa: E501
4148
4174
 
4149
4175
  @validate_arguments
4150
- def list_portfolio_groups_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope to list the portfolio groups in.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to list the portfolio groups. 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 portfolio groups. Defaults to return the latest version of each portfolio group 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 portfolio groups from a previous call to list portfolio groups. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy 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 number of returned results to this many. Defaults to no limit 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 Display Name, use \"displayName eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio groups in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> ApiResponse: # noqa: E501
4176
+ def list_portfolio_groups_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope to list the portfolio groups in.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to list the portfolio groups. 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 portfolio groups. Defaults to return the latest version of each portfolio group if not specified.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing portfolio groups from a previous call to list portfolio groups. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy 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 number of returned results to this many. Defaults to no limit if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression to filter the result set. For example, to filter on the Display Name, use \"displayName eq 'string'\" Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\"")] = None, related_entity_property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys 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 portfolio groups in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}.")] = None, **kwargs) -> ApiResponse: # noqa: E501
4151
4177
  """ListPortfolioGroups: List portfolio groups # noqa: E501
4152
4178
 
4153
4179
  List all the portfolio groups in a single scope. # noqa: E501
@@ -4312,16 +4338,17 @@ class PortfolioGroupsApi:
4312
4338
  collection_formats=_collection_formats,
4313
4339
  _request_auth=_params.get('_request_auth'))
4314
4340
 
4341
+
4315
4342
  @overload
4316
- async def patch_portfolio_group_access_metadata(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 Portfolio Group code")], access_metadata_operation : Annotated[conlist(AccessMetadataOperation), Field(..., description="The Json patch document")], effective_at : Annotated[Optional[StrictStr], Field(description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, **kwargs) -> Dict[str, List[AccessMetadataValue]]: # noqa: E501
4343
+ async def patch_portfolio_group_access_metadata(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], access_metadata_operation : Annotated[conlist(AccessMetadataOperation), Field(..., description="The Json patch document")], effective_at : Annotated[Optional[StrictStr], Field( description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, **kwargs) -> Dict[str, List[AccessMetadataValue]]: # noqa: E501
4317
4344
  ...
4318
4345
 
4319
4346
  @overload
4320
- def patch_portfolio_group_access_metadata(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 Portfolio Group code")], access_metadata_operation : Annotated[conlist(AccessMetadataOperation), Field(..., description="The Json patch document")], effective_at : Annotated[Optional[StrictStr], Field(description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, async_req: Optional[bool]=True, **kwargs) -> Dict[str, List[AccessMetadataValue]]: # noqa: E501
4347
+ def patch_portfolio_group_access_metadata(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], access_metadata_operation : Annotated[conlist(AccessMetadataOperation), Field(..., description="The Json patch document")], effective_at : Annotated[Optional[StrictStr], Field( description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, async_req: Optional[bool]=True, **kwargs) -> Dict[str, List[AccessMetadataValue]]: # noqa: E501
4321
4348
  ...
4322
4349
 
4323
4350
  @validate_arguments
4324
- def patch_portfolio_group_access_metadata(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 Portfolio Group code")], access_metadata_operation : Annotated[conlist(AccessMetadataOperation), Field(..., description="The Json patch document")], effective_at : Annotated[Optional[StrictStr], Field(description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[Dict[str, List[AccessMetadataValue]], Awaitable[Dict[str, List[AccessMetadataValue]]]]: # noqa: E501
4351
+ def patch_portfolio_group_access_metadata(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], access_metadata_operation : Annotated[conlist(AccessMetadataOperation), Field(..., description="The Json patch document")], effective_at : Annotated[Optional[StrictStr], Field( description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[Dict[str, List[AccessMetadataValue]], Awaitable[Dict[str, List[AccessMetadataValue]]]]: # noqa: E501
4325
4352
  """[EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. # noqa: E501
4326
4353
 
4327
4354
  Patch Portfolio Group Access Metadata Rules in a single scope. The behaviour is defined by the JSON Patch specification. Currently only 'add' is a supported operation on the patch document. Currently only valid metadata keys are supported paths on the patch document. The response will return any affected Portfolio Group Access Metadata rules or a failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched. # noqa: E501
@@ -4360,7 +4387,7 @@ class PortfolioGroupsApi:
4360
4387
  return self.patch_portfolio_group_access_metadata_with_http_info(scope, code, access_metadata_operation, effective_at, effective_until, **kwargs) # noqa: E501
4361
4388
 
4362
4389
  @validate_arguments
4363
- def patch_portfolio_group_access_metadata_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 Portfolio Group code")], access_metadata_operation : Annotated[conlist(AccessMetadataOperation), Field(..., description="The Json patch document")], effective_at : Annotated[Optional[StrictStr], Field(description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, **kwargs) -> ApiResponse: # noqa: E501
4390
+ def patch_portfolio_group_access_metadata_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], access_metadata_operation : Annotated[conlist(AccessMetadataOperation), Field(..., description="The Json patch document")], effective_at : Annotated[Optional[StrictStr], Field( description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, **kwargs) -> ApiResponse: # noqa: E501
4364
4391
  """[EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. # noqa: E501
4365
4392
 
4366
4393
  Patch Portfolio Group Access Metadata Rules in a single scope. The behaviour is defined by the JSON Patch specification. Currently only 'add' is a supported operation on the patch document. Currently only valid metadata keys are supported paths on the patch document. The response will return any affected Portfolio Group Access Metadata rules or a failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched. # noqa: E501
@@ -4505,16 +4532,17 @@ class PortfolioGroupsApi:
4505
4532
  collection_formats=_collection_formats,
4506
4533
  _request_auth=_params.get('_request_auth'))
4507
4534
 
4535
+
4508
4536
  @overload
4509
- async def update_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to update the definition for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to update the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to update the definition.")] = None, update_portfolio_group_request : Annotated[Optional[UpdatePortfolioGroupRequest], Field(description="The updated portfolio group definition.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
4537
+ async def update_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to update the definition for.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to update the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to update the definition.")] = None, update_portfolio_group_request : Annotated[Optional[UpdatePortfolioGroupRequest], Field(description="The updated portfolio group definition.")] = None, **kwargs) -> PortfolioGroup: # noqa: E501
4510
4538
  ...
4511
4539
 
4512
4540
  @overload
4513
- def update_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to update the definition for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to update the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to update the definition.")] = None, update_portfolio_group_request : Annotated[Optional[UpdatePortfolioGroupRequest], Field(description="The updated portfolio group definition.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
4541
+ def update_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to update the definition for.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to update the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to update the definition.")] = None, update_portfolio_group_request : Annotated[Optional[UpdatePortfolioGroupRequest], Field(description="The updated portfolio group definition.")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroup: # noqa: E501
4514
4542
  ...
4515
4543
 
4516
4544
  @validate_arguments
4517
- def update_portfolio_group(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the portfolio group to update the definition for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to update the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to update the definition.")] = None, update_portfolio_group_request : Annotated[Optional[UpdatePortfolioGroupRequest], Field(description="The updated portfolio group definition.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
4545
+ def update_portfolio_group(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to update the definition for.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to update the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to update the definition.")] = None, update_portfolio_group_request : Annotated[Optional[UpdatePortfolioGroupRequest], Field(description="The updated portfolio group definition.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroup, Awaitable[PortfolioGroup]]: # noqa: E501
4518
4546
  """[EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group # noqa: E501
4519
4547
 
4520
4548
  Update the definition of a single portfolio group. Not all elements within a portfolio group definition are modifiable due to the potential implications for data already stored against the portfolio group. # noqa: E501
@@ -4551,7 +4579,7 @@ class PortfolioGroupsApi:
4551
4579
  return self.update_portfolio_group_with_http_info(scope, code, effective_at, update_portfolio_group_request, **kwargs) # noqa: E501
4552
4580
 
4553
4581
  @validate_arguments
4554
- def update_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 to update the definition for.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the portfolio group to update the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[constr(strict=True, max_length=256, min_length=0)], Field(description="The effective datetime or cut label at which to update the definition.")] = None, update_portfolio_group_request : Annotated[Optional[UpdatePortfolioGroupRequest], Field(description="The updated portfolio group definition.")] = None, **kwargs) -> ApiResponse: # noqa: E501
4582
+ def update_portfolio_group_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the portfolio group to update the definition for.")], code : Annotated[StrictStr, Field(..., description="The code of the portfolio group to update the definition for. Together with the scope this uniquely identifies the portfolio group.")], effective_at : Annotated[Optional[StrictStr], Field( description="The effective datetime or cut label at which to update the definition.")] = None, update_portfolio_group_request : Annotated[Optional[UpdatePortfolioGroupRequest], Field(description="The updated portfolio group definition.")] = None, **kwargs) -> ApiResponse: # noqa: E501
4555
4583
  """[EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group # noqa: E501
4556
4584
 
4557
4585
  Update the definition of a single portfolio group. Not all elements within a portfolio group definition are modifiable due to the potential implications for data already stored against the portfolio group. # noqa: E501
@@ -4687,16 +4715,17 @@ class PortfolioGroupsApi:
4687
4715
  collection_formats=_collection_formats,
4688
4716
  _request_auth=_params.get('_request_auth'))
4689
4717
 
4718
+
4690
4719
  @overload
4691
- async def upsert_group_properties(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to update or insert the properties onto.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group.")], request_body : Annotated[Optional[Dict[str, ModelProperty]], Field(description="The properties to be updated or inserted onto the group. Each property in the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\".")] = None, **kwargs) -> PortfolioGroupProperties: # noqa: E501
4720
+ async def upsert_group_properties(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to update or insert the properties onto.")], code : Annotated[StrictStr, Field(..., description="The code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group.")], request_body : Annotated[Optional[Dict[str, ModelProperty]], Field(description="The properties to be updated or inserted onto the group. Each property in the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\".")] = None, **kwargs) -> PortfolioGroupProperties: # noqa: E501
4692
4721
  ...
4693
4722
 
4694
4723
  @overload
4695
- def upsert_group_properties(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to update or insert the properties onto.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group.")], request_body : Annotated[Optional[Dict[str, ModelProperty]], Field(description="The properties to be updated or inserted onto the group. Each property in the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\".")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroupProperties: # noqa: E501
4724
+ def upsert_group_properties(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to update or insert the properties onto.")], code : Annotated[StrictStr, Field(..., description="The code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group.")], request_body : Annotated[Optional[Dict[str, ModelProperty]], Field(description="The properties to be updated or inserted onto the group. Each property in the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\".")] = None, async_req: Optional[bool]=True, **kwargs) -> PortfolioGroupProperties: # noqa: E501
4696
4725
  ...
4697
4726
 
4698
4727
  @validate_arguments
4699
- def upsert_group_properties(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to update or insert the properties onto.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group.")], request_body : Annotated[Optional[Dict[str, ModelProperty]], Field(description="The properties to be updated or inserted onto the group. Each property in the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\".")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroupProperties, Awaitable[PortfolioGroupProperties]]: # noqa: E501
4728
+ def upsert_group_properties(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to update or insert the properties onto.")], code : Annotated[StrictStr, Field(..., description="The code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group.")], request_body : Annotated[Optional[Dict[str, ModelProperty]], Field(description="The properties to be updated or inserted onto the group. Each property in the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\".")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[PortfolioGroupProperties, Awaitable[PortfolioGroupProperties]]: # noqa: E501
4700
4729
  """[EARLY ACCESS] UpsertGroupProperties: Upsert group properties # noqa: E501
4701
4730
 
4702
4731
  Update or insert one or more properties onto a single group. A property will be updated if it already exists and inserted if it does not. All properties must be of the domain 'PortfolioGroup'. Upserting a property that exists for a group, with a null value, will delete the instance of the property for that group. Properties have an <i>effectiveFrom</i> datetime for which the property is valid, and an <i>effectiveUntil</i> datetime until which the property is valid. Not supplying an <i>effectiveUntil</i> datetime results in the property being valid indefinitely, or until the next <i>effectiveFrom</i> datetime of the property. # noqa: E501
@@ -4731,7 +4760,7 @@ class PortfolioGroupsApi:
4731
4760
  return self.upsert_group_properties_with_http_info(scope, code, request_body, **kwargs) # noqa: E501
4732
4761
 
4733
4762
  @validate_arguments
4734
- def upsert_group_properties_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the group to update or insert the properties onto.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group.")], request_body : Annotated[Optional[Dict[str, ModelProperty]], Field(description="The properties to be updated or inserted onto the group. Each property in the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\".")] = None, **kwargs) -> ApiResponse: # noqa: E501
4763
+ def upsert_group_properties_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the group to update or insert the properties onto.")], code : Annotated[StrictStr, Field(..., description="The code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group.")], request_body : Annotated[Optional[Dict[str, ModelProperty]], Field(description="The properties to be updated or inserted onto the group. Each property in the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. \"PortfolioGroup/Manager/Id\".")] = None, **kwargs) -> ApiResponse: # noqa: E501
4735
4764
  """[EARLY ACCESS] UpsertGroupProperties: Upsert group properties # noqa: E501
4736
4765
 
4737
4766
  Update or insert one or more properties onto a single group. A property will be updated if it already exists and inserted if it does not. All properties must be of the domain 'PortfolioGroup'. Upserting a property that exists for a group, with a null value, will delete the instance of the property for that group. Properties have an <i>effectiveFrom</i> datetime for which the property is valid, and an <i>effectiveUntil</i> datetime until which the property is valid. Not supplying an <i>effectiveUntil</i> datetime results in the property being valid indefinitely, or until the next <i>effectiveFrom</i> datetime of the property. # noqa: E501
@@ -4861,16 +4890,17 @@ class PortfolioGroupsApi:
4861
4890
  collection_formats=_collection_formats,
4862
4891
  _request_auth=_params.get('_request_auth'))
4863
4892
 
4893
+
4864
4894
  @overload
4865
- async def upsert_portfolio_group_access_metadata(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 Portfolio Group code")], metadata_key : Annotated[constr(strict=True, max_length=256, min_length=1), Field(..., description="Key of the access metadata entry to upsert")], upsert_portfolio_group_access_metadata_request : Annotated[UpsertPortfolioGroupAccessMetadataRequest, Field(..., description="The Portfolio Group Access Metadata rule to upsert")], effective_at : Annotated[Optional[StrictStr], Field(description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, **kwargs) -> ResourceListOfAccessMetadataValueOf: # noqa: E501
4895
+ async def upsert_portfolio_group_access_metadata(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], metadata_key : Annotated[StrictStr, Field(..., description="Key of the access metadata entry to upsert")], upsert_portfolio_group_access_metadata_request : Annotated[UpsertPortfolioGroupAccessMetadataRequest, Field(..., description="The Portfolio Group Access Metadata rule to upsert")], effective_at : Annotated[Optional[StrictStr], Field( description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, **kwargs) -> ResourceListOfAccessMetadataValueOf: # noqa: E501
4866
4896
  ...
4867
4897
 
4868
4898
  @overload
4869
- def upsert_portfolio_group_access_metadata(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 Portfolio Group code")], metadata_key : Annotated[constr(strict=True, max_length=256, min_length=1), Field(..., description="Key of the access metadata entry to upsert")], upsert_portfolio_group_access_metadata_request : Annotated[UpsertPortfolioGroupAccessMetadataRequest, Field(..., description="The Portfolio Group Access Metadata rule to upsert")], effective_at : Annotated[Optional[StrictStr], Field(description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfAccessMetadataValueOf: # noqa: E501
4899
+ def upsert_portfolio_group_access_metadata(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], metadata_key : Annotated[StrictStr, Field(..., description="Key of the access metadata entry to upsert")], upsert_portfolio_group_access_metadata_request : Annotated[UpsertPortfolioGroupAccessMetadataRequest, Field(..., description="The Portfolio Group Access Metadata rule to upsert")], effective_at : Annotated[Optional[StrictStr], Field( description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfAccessMetadataValueOf: # noqa: E501
4870
4900
  ...
4871
4901
 
4872
4902
  @validate_arguments
4873
- def upsert_portfolio_group_access_metadata(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 Portfolio Group code")], metadata_key : Annotated[constr(strict=True, max_length=256, min_length=1), Field(..., description="Key of the access metadata entry to upsert")], upsert_portfolio_group_access_metadata_request : Annotated[UpsertPortfolioGroupAccessMetadataRequest, Field(..., description="The Portfolio Group Access Metadata rule to upsert")], effective_at : Annotated[Optional[StrictStr], Field(description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfAccessMetadataValueOf, Awaitable[ResourceListOfAccessMetadataValueOf]]: # noqa: E501
4903
+ def upsert_portfolio_group_access_metadata(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], metadata_key : Annotated[StrictStr, Field(..., description="Key of the access metadata entry to upsert")], upsert_portfolio_group_access_metadata_request : Annotated[UpsertPortfolioGroupAccessMetadataRequest, Field(..., description="The Portfolio Group Access Metadata rule to upsert")], effective_at : Annotated[Optional[StrictStr], Field( description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfAccessMetadataValueOf, Awaitable[ResourceListOfAccessMetadataValueOf]]: # noqa: E501
4874
4904
  """UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. # noqa: E501
4875
4905
 
4876
4906
  Update or insert one Portfolio Group Access Metadata Entry in a single scope. An item will be updated if it already exists and inserted if it does not. The response will return the successfully updated or inserted Portfolio Group Access Metadata rule or failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched. # noqa: E501
@@ -4911,7 +4941,7 @@ class PortfolioGroupsApi:
4911
4941
  return self.upsert_portfolio_group_access_metadata_with_http_info(scope, code, metadata_key, upsert_portfolio_group_access_metadata_request, effective_at, effective_until, **kwargs) # noqa: E501
4912
4942
 
4913
4943
  @validate_arguments
4914
- def upsert_portfolio_group_access_metadata_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 Portfolio Group code")], metadata_key : Annotated[constr(strict=True, max_length=256, min_length=1), Field(..., description="Key of the access metadata entry to upsert")], upsert_portfolio_group_access_metadata_request : Annotated[UpsertPortfolioGroupAccessMetadataRequest, Field(..., description="The Portfolio Group Access Metadata rule to upsert")], effective_at : Annotated[Optional[StrictStr], Field(description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, **kwargs) -> ApiResponse: # noqa: E501
4944
+ def upsert_portfolio_group_access_metadata_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the Portfolio Group")], code : Annotated[StrictStr, Field(..., description="The Portfolio Group code")], metadata_key : Annotated[StrictStr, Field(..., description="Key of the access metadata entry to upsert")], upsert_portfolio_group_access_metadata_request : Annotated[UpsertPortfolioGroupAccessMetadataRequest, Field(..., description="The Portfolio Group Access Metadata rule to upsert")], effective_at : Annotated[Optional[StrictStr], Field( description="The date this rule will be effective from")] = None, effective_until : Annotated[Optional[datetime], Field(description="The effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next 'effectiveAt' date of the Access Metadata")] = None, **kwargs) -> ApiResponse: # noqa: E501
4915
4945
  """UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. # noqa: E501
4916
4946
 
4917
4947
  Update or insert one Portfolio Group Access Metadata Entry in a single scope. An item will be updated if it already exists and inserted if it does not. The response will return the successfully updated or inserted Portfolio Group Access Metadata rule or failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched. # noqa: E501