lusid-sdk 2.1.790__py3-none-any.whl → 2.1.791__py3-none-any.whl

lusid/__init__.py

@@ -652,6 +652,7 @@ from lusid.models.investor_record import InvestorRecord
 from lusid.models.ir_vol_cube_data import IrVolCubeData
 from lusid.models.ir_vol_dependency import IrVolDependency
 from lusid.models.is_business_day_response import IsBusinessDayResponse
+from lusid.models.item_and_workspace import ItemAndWorkspace
 from lusid.models.journal_entry_line import JournalEntryLine
 from lusid.models.journal_entry_line_share_class_breakdown import JournalEntryLineShareClassBreakdown
 from lusid.models.journal_entry_lines_query_parameters import JournalEntryLinesQueryParameters
@@ -802,6 +803,7 @@ from lusid.models.paged_resource_list_of_identifier_definition import PagedResou
 from lusid.models.paged_resource_list_of_instrument import PagedResourceListOfInstrument
 from lusid.models.paged_resource_list_of_instrument_event_holder import PagedResourceListOfInstrumentEventHolder
 from lusid.models.paged_resource_list_of_instrument_event_instruction import PagedResourceListOfInstrumentEventInstruction
+from lusid.models.paged_resource_list_of_item_and_workspace import PagedResourceListOfItemAndWorkspace
 from lusid.models.paged_resource_list_of_legal_entity import PagedResourceListOfLegalEntity
 from lusid.models.paged_resource_list_of_order import PagedResourceListOfOrder
 from lusid.models.paged_resource_list_of_order_graph_block import PagedResourceListOfOrderGraphBlock
@@ -1958,6 +1960,7 @@ __all__ = [
     "IrVolCubeData",
     "IrVolDependency",
     "IsBusinessDayResponse",
+    "ItemAndWorkspace",
     "JournalEntryLine",
     "JournalEntryLineShareClassBreakdown",
     "JournalEntryLinesQueryParameters",
@@ -2108,6 +2111,7 @@ __all__ = [
     "PagedResourceListOfInstrument",
     "PagedResourceListOfInstrumentEventHolder",
     "PagedResourceListOfInstrumentEventInstruction",
+    "PagedResourceListOfItemAndWorkspace",
     "PagedResourceListOfLegalEntity",
     "PagedResourceListOfOrder",
     "PagedResourceListOfOrderGraphBlock",

lusid/api/order_management_api.py

@@ -75,22 +75,22 @@ class OrderManagementApi:
 
 
     @overload
-    async def book_transactions(self, book_transactions_request : Annotated[BookTransactionsRequest, Field(..., description="The allocations to create transactions for")], apply_fees_and_commission : Annotated[Optional[StrictBool], Field(description="Whether to apply fees and commissions to transactions (default: true)")] = None, mark_orders_and_allocations_as_booked : Annotated[Optional[StrictBool], Field(description="Whether to mark allocations and fully-booked orders with state Booked")] = None, use_preview_transactions_for_pricing : Annotated[Optional[StrictBool], Field(description="Whether to use calculators for the transaction type to work out pricing fields on the booked transactions")] = None, **kwargs) -> BookTransactionsResponse:  # noqa: E501
+    async def book_transactions(self, book_transactions_request : Annotated[BookTransactionsRequest, Field(..., description="The allocations to create transactions for")], apply_fees_and_commission : Annotated[Optional[StrictBool], Field(description="Whether to apply fees and commissions to transactions (default: true)")] = None, mark_orders_and_allocations_as_booked : Annotated[Optional[StrictBool], Field(description="Whether to mark allocations and fully-booked orders with state Booked")] = None, **kwargs) -> BookTransactionsResponse:  # noqa: E501
         ...
 
     @overload
-    def book_transactions(self, book_transactions_request : Annotated[BookTransactionsRequest, Field(..., description="The allocations to create transactions for")], apply_fees_and_commission : Annotated[Optional[StrictBool], Field(description="Whether to apply fees and commissions to transactions (default: true)")] = None, mark_orders_and_allocations_as_booked : Annotated[Optional[StrictBool], Field(description="Whether to mark allocations and fully-booked orders with state Booked")] = None, use_preview_transactions_for_pricing : Annotated[Optional[StrictBool], Field(description="Whether to use calculators for the transaction type to work out pricing fields on the booked transactions")] = None, async_req: Optional[bool]=True, **kwargs) -> BookTransactionsResponse:  # noqa: E501
+    def book_transactions(self, book_transactions_request : Annotated[BookTransactionsRequest, Field(..., description="The allocations to create transactions for")], apply_fees_and_commission : Annotated[Optional[StrictBool], Field(description="Whether to apply fees and commissions to transactions (default: true)")] = None, mark_orders_and_allocations_as_booked : Annotated[Optional[StrictBool], Field(description="Whether to mark allocations and fully-booked orders with state Booked")] = None, async_req: Optional[bool]=True, **kwargs) -> BookTransactionsResponse:  # noqa: E501
         ...
 
     @validate_arguments
-    def book_transactions(self, book_transactions_request : Annotated[BookTransactionsRequest, Field(..., description="The allocations to create transactions for")], apply_fees_and_commission : Annotated[Optional[StrictBool], Field(description="Whether to apply fees and commissions to transactions (default: true)")] = None, mark_orders_and_allocations_as_booked : Annotated[Optional[StrictBool], Field(description="Whether to mark allocations and fully-booked orders with state Booked")] = None, use_preview_transactions_for_pricing : Annotated[Optional[StrictBool], Field(description="Whether to use calculators for the transaction type to work out pricing fields on the booked transactions")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[BookTransactionsResponse, Awaitable[BookTransactionsResponse]]:  # noqa: E501
-        """[EXPERIMENTAL] BookTransactions: Books transactions using specific allocations as a source.  # noqa: E501
+    def book_transactions(self, book_transactions_request : Annotated[BookTransactionsRequest, Field(..., description="The allocations to create transactions for")], apply_fees_and_commission : Annotated[Optional[StrictBool], Field(description="Whether to apply fees and commissions to transactions (default: true)")] = None, mark_orders_and_allocations_as_booked : Annotated[Optional[StrictBool], Field(description="Whether to mark allocations and fully-booked orders with state Booked")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[BookTransactionsResponse, Awaitable[BookTransactionsResponse]]:  # noqa: E501
+        """BookTransactions: Books transactions using specific allocations as a source.  # noqa: E501
 
         Takes a collection of allocation IDs, and maps fields from those allocations and related orders onto new transactions.  # noqa: E501
         This method makes a synchronous HTTP request by default. To make an
         asynchronous HTTP request, please pass async_req=True
 
-        >>> thread = api.book_transactions(book_transactions_request, apply_fees_and_commission, mark_orders_and_allocations_as_booked, use_preview_transactions_for_pricing, async_req=True)
+        >>> thread = api.book_transactions(book_transactions_request, apply_fees_and_commission, mark_orders_and_allocations_as_booked, async_req=True)
         >>> result = thread.get()
 
         :param book_transactions_request: The allocations to create transactions for (required)
@@ -99,8 +99,6 @@ class OrderManagementApi:
         :type apply_fees_and_commission: bool
         :param mark_orders_and_allocations_as_booked: Whether to mark allocations and fully-booked orders with state Booked
         :type mark_orders_and_allocations_as_booked: bool
-        :param use_preview_transactions_for_pricing: Whether to use calculators for the transaction type to work out pricing fields on the booked transactions
-        :type use_preview_transactions_for_pricing: bool
         :param async_req: Whether to execute the request asynchronously.
         :type async_req: bool, optional
         :param _request_timeout: Timeout setting. Do not use - use the opts parameter instead
@@ -117,17 +115,17 @@ class OrderManagementApi:
             raise ValueError(message)
         if async_req is not None:
             kwargs['async_req'] = async_req
-        return self.book_transactions_with_http_info(book_transactions_request, apply_fees_and_commission, mark_orders_and_allocations_as_booked, use_preview_transactions_for_pricing, **kwargs)  # noqa: E501
+        return self.book_transactions_with_http_info(book_transactions_request, apply_fees_and_commission, mark_orders_and_allocations_as_booked, **kwargs)  # noqa: E501
 
     @validate_arguments
-    def book_transactions_with_http_info(self, book_transactions_request : Annotated[BookTransactionsRequest, Field(..., description="The allocations to create transactions for")], apply_fees_and_commission : Annotated[Optional[StrictBool], Field(description="Whether to apply fees and commissions to transactions (default: true)")] = None, mark_orders_and_allocations_as_booked : Annotated[Optional[StrictBool], Field(description="Whether to mark allocations and fully-booked orders with state Booked")] = None, use_preview_transactions_for_pricing : Annotated[Optional[StrictBool], Field(description="Whether to use calculators for the transaction type to work out pricing fields on the booked transactions")] = None, **kwargs) -> ApiResponse:  # noqa: E501
-        """[EXPERIMENTAL] BookTransactions: Books transactions using specific allocations as a source.  # noqa: E501
+    def book_transactions_with_http_info(self, book_transactions_request : Annotated[BookTransactionsRequest, Field(..., description="The allocations to create transactions for")], apply_fees_and_commission : Annotated[Optional[StrictBool], Field(description="Whether to apply fees and commissions to transactions (default: true)")] = None, mark_orders_and_allocations_as_booked : Annotated[Optional[StrictBool], Field(description="Whether to mark allocations and fully-booked orders with state Booked")] = None, **kwargs) -> ApiResponse:  # noqa: E501
+        """BookTransactions: Books transactions using specific allocations as a source.  # noqa: E501
 
         Takes a collection of allocation IDs, and maps fields from those allocations and related orders onto new transactions.  # noqa: E501
         This method makes a synchronous HTTP request by default. To make an
         asynchronous HTTP request, please pass async_req=True
 
-        >>> thread = api.book_transactions_with_http_info(book_transactions_request, apply_fees_and_commission, mark_orders_and_allocations_as_booked, use_preview_transactions_for_pricing, async_req=True)
+        >>> thread = api.book_transactions_with_http_info(book_transactions_request, apply_fees_and_commission, mark_orders_and_allocations_as_booked, async_req=True)
         >>> result = thread.get()
 
         :param book_transactions_request: The allocations to create transactions for (required)
@@ -136,8 +134,6 @@ class OrderManagementApi:
         :type apply_fees_and_commission: bool
         :param mark_orders_and_allocations_as_booked: Whether to mark allocations and fully-booked orders with state Booked
         :type mark_orders_and_allocations_as_booked: bool
-        :param use_preview_transactions_for_pricing: Whether to use calculators for the transaction type to work out pricing fields on the booked transactions
-        :type use_preview_transactions_for_pricing: bool
         :param async_req: Whether to execute the request asynchronously.
         :type async_req: bool, optional
         :param _preload_content: if False, the ApiResponse.data will
@@ -167,8 +163,7 @@ class OrderManagementApi:
         _all_params = [
             'book_transactions_request',
             'apply_fees_and_commission',
-            'mark_orders_and_allocations_as_booked',
-            'use_preview_transactions_for_pricing'
+            'mark_orders_and_allocations_as_booked'
         ]
         _all_params.extend(
             [
@@ -206,9 +201,6 @@ class OrderManagementApi:
         if _params.get('mark_orders_and_allocations_as_booked') is not None:  # noqa: E501
             _query_params.append(('markOrdersAndAllocationsAsBooked', _params['mark_orders_and_allocations_as_booked']))
 
-        if _params.get('use_preview_transactions_for_pricing') is not None:  # noqa: E501
-            _query_params.append(('usePreviewTransactionsForPricing', _params['use_preview_transactions_for_pricing']))
-
         # process the header parameters
         _header_params = dict(_params.get('_headers', {}))
         # process the form parameters
@@ -744,9 +736,9 @@ class OrderManagementApi:
 
     @validate_arguments
     def create_orders(self, block_and_orders_create_request : Annotated[BlockAndOrdersCreateRequest, Field(..., description="The collection of block and orders requests.")], async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfBlockAndOrders, Awaitable[ResourceListOfBlockAndOrders]]:  # noqa: E501
-        """[EARLY ACCESS] CreateOrders: Upsert a Block and associated orders  # noqa: E501
+        """CreateOrders: Upsert a Block and associated orders  # noqa: E501
 
-        Upsert a Block and create associated orders.  This will fail if the block exists and already references orders with differing fields to the upsert request.  # noqa: E501
+        Create orders, and blocks if they don't already exist.  This will fail if the block exists and already references orders with differing blocking fields.  # noqa: E501
         This method makes a synchronous HTTP request by default. To make an
         asynchronous HTTP request, please pass async_req=True
 
@@ -775,9 +767,9 @@ class OrderManagementApi:
 
     @validate_arguments
     def create_orders_with_http_info(self, block_and_orders_create_request : Annotated[BlockAndOrdersCreateRequest, Field(..., description="The collection of block and orders requests.")], **kwargs) -> ApiResponse:  # noqa: E501
-        """[EARLY ACCESS] CreateOrders: Upsert a Block and associated orders  # noqa: E501
+        """CreateOrders: Upsert a Block and associated orders  # noqa: E501
 
-        Upsert a Block and create associated orders.  This will fail if the block exists and already references orders with differing fields to the upsert request.  # noqa: E501
+        Create orders, and blocks if they don't already exist.  This will fail if the block exists and already references orders with differing blocking fields.  # noqa: E501
         This method makes a synchronous HTTP request by default. To make an
         asynchronous HTTP request, please pass async_req=True
 
@@ -903,7 +895,7 @@ class OrderManagementApi:
 
     @validate_arguments
     def get_order_history(self, scope : Annotated[StrictStr, Field(..., description="The scope of the order.")], code : Annotated[StrictStr, Field(..., description="The code of the order.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the history of the order and related entities. Defaults              to return the latest version if not specified.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfChangeIntervalWithOrderManagementDetail, Awaitable[ResourceListOfChangeIntervalWithOrderManagementDetail]]:  # noqa: E501
-        """[EXPERIMENTAL] GetOrderHistory: Get the history of an order and related entity changes  # noqa: E501
+        """GetOrderHistory: Get the history of an order and related entity changes  # noqa: E501
 
         Get the changes that have happened to an order and related entities.  # noqa: E501
         This method makes a synchronous HTTP request by default. To make an
@@ -938,7 +930,7 @@ class OrderManagementApi:
 
     @validate_arguments
     def get_order_history_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the order.")], code : Annotated[StrictStr, Field(..., description="The code of the order.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve the history of the order and related entities. Defaults              to return the latest version if not specified.")] = None, **kwargs) -> ApiResponse:  # noqa: E501
-        """[EXPERIMENTAL] GetOrderHistory: Get the history of an order and related entity changes  # noqa: E501
+        """GetOrderHistory: Get the history of an order and related entity changes  # noqa: E501
 
         Get the changes that have happened to an order and related entities.  # noqa: E501
         This method makes a synchronous HTTP request by default. To make an
@@ -1384,25 +1376,25 @@ class OrderManagementApi:
 
 
     @overload
-    async def run_allocation_service(self, resource_id : Annotated[conlist(ResourceId), Field(..., description="The List of Placement IDs for which you wish to allocate executions.")], allocation_algorithm : Annotated[Optional[StrictStr], Field( description="A string representation of the allocation algorithm you would like to use to allocate shares from executions e.g. \"PR-FIFO\".  This defaults to \"PR-FIFO\".")] = None, **kwargs) -> AllocationServiceRunResponse:  # noqa: E501
+    async def run_allocation_service(self, resource_id : Annotated[conlist(ResourceId), Field(..., description="The List of Placement IDs for which you wish to allocate Executions.")], allocation_algorithm : Annotated[Optional[StrictStr], Field( description="A string representation of the allocation algorithm you would like to use to allocate shares from executions e.g. \"PR-FIFO\".  This defaults to \"PR-FIFO\".")] = None, **kwargs) -> AllocationServiceRunResponse:  # noqa: E501
         ...
 
     @overload
-    def run_allocation_service(self, resource_id : Annotated[conlist(ResourceId), Field(..., description="The List of Placement IDs for which you wish to allocate executions.")], allocation_algorithm : Annotated[Optional[StrictStr], Field( description="A string representation of the allocation algorithm you would like to use to allocate shares from executions e.g. \"PR-FIFO\".  This defaults to \"PR-FIFO\".")] = None, async_req: Optional[bool]=True, **kwargs) -> AllocationServiceRunResponse:  # noqa: E501
+    def run_allocation_service(self, resource_id : Annotated[conlist(ResourceId), Field(..., description="The List of Placement IDs for which you wish to allocate Executions.")], allocation_algorithm : Annotated[Optional[StrictStr], Field( description="A string representation of the allocation algorithm you would like to use to allocate shares from executions e.g. \"PR-FIFO\".  This defaults to \"PR-FIFO\".")] = None, async_req: Optional[bool]=True, **kwargs) -> AllocationServiceRunResponse:  # noqa: E501
         ...
 
     @validate_arguments
-    def run_allocation_service(self, resource_id : Annotated[conlist(ResourceId), Field(..., description="The List of Placement IDs for which you wish to allocate executions.")], allocation_algorithm : Annotated[Optional[StrictStr], Field( description="A string representation of the allocation algorithm you would like to use to allocate shares from executions e.g. \"PR-FIFO\".  This defaults to \"PR-FIFO\".")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[AllocationServiceRunResponse, Awaitable[AllocationServiceRunResponse]]:  # noqa: E501
-        """[EXPERIMENTAL] RunAllocationService: Runs the Allocation Service  # noqa: E501
+    def run_allocation_service(self, resource_id : Annotated[conlist(ResourceId), Field(..., description="The List of Placement IDs for which you wish to allocate Executions.")], allocation_algorithm : Annotated[Optional[StrictStr], Field( description="A string representation of the allocation algorithm you would like to use to allocate shares from executions e.g. \"PR-FIFO\".  This defaults to \"PR-FIFO\".")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[AllocationServiceRunResponse, Awaitable[AllocationServiceRunResponse]]:  # noqa: E501
+        """RunAllocationService: Runs the Allocation Service  # noqa: E501
 
-        This will allocate executions for a given list of placements back to their originating orders.  # noqa: E501
+        Allocates Executions for a given list of placements back to their originating orders using one of the LUSID algorithms, creating Allocations to record the results.  # noqa: E501
         This method makes a synchronous HTTP request by default. To make an
         asynchronous HTTP request, please pass async_req=True
 
         >>> thread = api.run_allocation_service(resource_id, allocation_algorithm, async_req=True)
         >>> result = thread.get()
 
-        :param resource_id: The List of Placement IDs for which you wish to allocate executions. (required)
+        :param resource_id: The List of Placement IDs for which you wish to allocate Executions. (required)
         :type resource_id: List[ResourceId]
         :param allocation_algorithm: A string representation of the allocation algorithm you would like to use to allocate shares from executions e.g. \"PR-FIFO\".  This defaults to \"PR-FIFO\".
         :type allocation_algorithm: str
@@ -1425,17 +1417,17 @@ class OrderManagementApi:
         return self.run_allocation_service_with_http_info(resource_id, allocation_algorithm, **kwargs)  # noqa: E501
 
     @validate_arguments
-    def run_allocation_service_with_http_info(self, resource_id : Annotated[conlist(ResourceId), Field(..., description="The List of Placement IDs for which you wish to allocate executions.")], allocation_algorithm : Annotated[Optional[StrictStr], Field( description="A string representation of the allocation algorithm you would like to use to allocate shares from executions e.g. \"PR-FIFO\".  This defaults to \"PR-FIFO\".")] = None, **kwargs) -> ApiResponse:  # noqa: E501
-        """[EXPERIMENTAL] RunAllocationService: Runs the Allocation Service  # noqa: E501
+    def run_allocation_service_with_http_info(self, resource_id : Annotated[conlist(ResourceId), Field(..., description="The List of Placement IDs for which you wish to allocate Executions.")], allocation_algorithm : Annotated[Optional[StrictStr], Field( description="A string representation of the allocation algorithm you would like to use to allocate shares from executions e.g. \"PR-FIFO\".  This defaults to \"PR-FIFO\".")] = None, **kwargs) -> ApiResponse:  # noqa: E501
+        """RunAllocationService: Runs the Allocation Service  # noqa: E501
 
-        This will allocate executions for a given list of placements back to their originating orders.  # noqa: E501
+        Allocates Executions for a given list of placements back to their originating orders using one of the LUSID algorithms, creating Allocations to record the results.  # noqa: E501
         This method makes a synchronous HTTP request by default. To make an
         asynchronous HTTP request, please pass async_req=True
 
         >>> thread = api.run_allocation_service_with_http_info(resource_id, allocation_algorithm, async_req=True)
         >>> result = thread.get()
 
-        :param resource_id: The List of Placement IDs for which you wish to allocate executions. (required)
+        :param resource_id: The List of Placement IDs for which you wish to allocate Executions. (required)
         :type resource_id: List[ResourceId]
         :param allocation_algorithm: A string representation of the allocation algorithm you would like to use to allocate shares from executions e.g. \"PR-FIFO\".  This defaults to \"PR-FIFO\".
         :type allocation_algorithm: str

lusid/api/workspace_api.py

@@ -27,6 +27,7 @@ from pydantic.v1 import Field, StrictStr, conint, conlist, constr, validator
 from typing import Optional
 
 from lusid.models.deleted_entity_response import DeletedEntityResponse
+from lusid.models.paged_resource_list_of_item_and_workspace import PagedResourceListOfItemAndWorkspace
 from lusid.models.paged_resource_list_of_workspace import PagedResourceListOfWorkspace
 from lusid.models.paged_resource_list_of_workspace_item import PagedResourceListOfWorkspaceItem
 from lusid.models.workspace import Workspace
@@ -1498,6 +1499,202 @@ class WorkspaceApi:
             _request_auth=_params.get('_request_auth'))
 
 
+    @overload
+    async def search_items(self, visibility : Annotated[StrictStr, Field(..., description="The visibility for the containing workspace. Must be `shared` or `personal`; case is important.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve workspace items. Defaults to 'latest' if not specified.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing workspaces items from a previous call to list workspaces items.              This value is returned from the previous call. If a pagination token is provided the sortBy, filter, effectiveAt, and asAt fields              must not have changed since the original request.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, limit : Annotated[Optional[conint(strict=True)], Field(description="When paginating, limit the number of returned results to this many.")] = 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) -> PagedResourceListOfItemAndWorkspace:  # noqa: E501
+        ...
+
+    @overload
+    def search_items(self, visibility : Annotated[StrictStr, Field(..., description="The visibility for the containing workspace. Must be `shared` or `personal`; case is important.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve workspace items. Defaults to 'latest' if not specified.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing workspaces items from a previous call to list workspaces items.              This value is returned from the previous call. If a pagination token is provided the sortBy, filter, effectiveAt, and asAt fields              must not have changed since the original request.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, limit : Annotated[Optional[conint(strict=True)], Field(description="When paginating, limit the number of returned results to this many.")] = 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) -> PagedResourceListOfItemAndWorkspace:  # noqa: E501
+        ...
+
+    @validate_arguments
+    def search_items(self, visibility : Annotated[StrictStr, Field(..., description="The visibility for the containing workspace. Must be `shared` or `personal`; case is important.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve workspace items. Defaults to 'latest' if not specified.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing workspaces items from a previous call to list workspaces items.              This value is returned from the previous call. If a pagination token is provided the sortBy, filter, effectiveAt, and asAt fields              must not have changed since the original request.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, limit : Annotated[Optional[conint(strict=True)], Field(description="When paginating, limit the number of returned results to this many.")] = 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[PagedResourceListOfItemAndWorkspace, Awaitable[PagedResourceListOfItemAndWorkspace]]:  # noqa: E501
+        """[EXPERIMENTAL] SearchItems: List items across all workspaces.  # noqa: E501
+
+        List items across all workspaces.  # noqa: E501
+        This method makes a synchronous HTTP request by default. To make an
+        asynchronous HTTP request, please pass async_req=True
+
+        >>> thread = api.search_items(visibility, as_at, page, sort_by, limit, filter, async_req=True)
+        >>> result = thread.get()
+
+        :param visibility: The visibility for the containing workspace. Must be `shared` or `personal`; case is important. (required)
+        :type visibility: str
+        :param as_at: The asAt datetime at which to retrieve workspace items. Defaults to 'latest' if not specified.
+        :type as_at: datetime
+        :param page: The pagination token to use to continue listing workspaces items from a previous call to list workspaces items.              This value is returned from the previous call. If a pagination token is provided the sortBy, filter, effectiveAt, and asAt fields              must not have changed since the original request.
+        :type page: str
+        :param sort_by: A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\".
+        :type sort_by: List[str]
+        :param limit: When paginating, limit the number of returned results to this many.
+        :type limit: int
+        :param filter: Expression to filter the result set. Read more about filtering results from LUSID here:              https://support.lusid.com/filtering-results-from-lusid.
+        :type filter: str
+        :param async_req: Whether to execute the request asynchronously.
+        :type async_req: bool, optional
+        :param _request_timeout: Timeout setting. Do not use - use the opts parameter instead
+        :param opts: Configuration options for this request
+        :type opts: ConfigurationOptions, optional
+        :return: Returns the result object.
+                 If the method is called asynchronously,
+                 returns the request thread.
+        :rtype: PagedResourceListOfItemAndWorkspace
+        """
+        kwargs['_return_http_data_only'] = True
+        if '_preload_content' in kwargs:
+            message = "Error! Please call the search_items_with_http_info method with `_preload_content` instead and obtain raw data from ApiResponse.raw_data"  # noqa: E501
+            raise ValueError(message)
+        if async_req is not None:
+            kwargs['async_req'] = async_req
+        return self.search_items_with_http_info(visibility, as_at, page, sort_by, limit, filter, **kwargs)  # noqa: E501
+
+    @validate_arguments
+    def search_items_with_http_info(self, visibility : Annotated[StrictStr, Field(..., description="The visibility for the containing workspace. Must be `shared` or `personal`; case is important.")], as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve workspace items. Defaults to 'latest' if not specified.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing workspaces items from a previous call to list workspaces items.              This value is returned from the previous call. If a pagination token is provided the sortBy, filter, effectiveAt, and asAt fields              must not have changed since the original request.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, limit : Annotated[Optional[conint(strict=True)], Field(description="When paginating, limit the number of returned results to this many.")] = 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
+        """[EXPERIMENTAL] SearchItems: List items across all workspaces.  # noqa: E501
+
+        List items across all workspaces.  # noqa: E501
+        This method makes a synchronous HTTP request by default. To make an
+        asynchronous HTTP request, please pass async_req=True
+
+        >>> thread = api.search_items_with_http_info(visibility, as_at, page, sort_by, limit, filter, async_req=True)
+        >>> result = thread.get()
+
+        :param visibility: The visibility for the containing workspace. Must be `shared` or `personal`; case is important. (required)
+        :type visibility: str
+        :param as_at: The asAt datetime at which to retrieve workspace items. Defaults to 'latest' if not specified.
+        :type as_at: datetime
+        :param page: The pagination token to use to continue listing workspaces items from a previous call to list workspaces items.              This value is returned from the previous call. If a pagination token is provided the sortBy, filter, effectiveAt, and asAt fields              must not have changed since the original request.
+        :type page: str
+        :param sort_by: A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\".
+        :type sort_by: List[str]
+        :param limit: When paginating, limit the number of returned results to this many.
+        :type limit: int
+        :param filter: Expression to filter the result set. Read more about filtering results from LUSID here:              https://support.lusid.com/filtering-results-from-lusid.
+        :type filter: str
+        :param async_req: Whether to execute the request asynchronously.
+        :type async_req: bool, optional
+        :param _preload_content: if False, the ApiResponse.data will
+                                 be set to none and raw_data will store the
+                                 HTTP response body without reading/decoding.
+                                 Default is True.
+        :type _preload_content: bool, optional
+        :param _return_http_data_only: response data instead of ApiResponse
+                                       object with status code, headers, etc
+        :type _return_http_data_only: bool, optional
+        :param _request_timeout: Timeout setting. Do not use - use the opts parameter instead
+        :param opts: Configuration options for this request
+        :type opts: ConfigurationOptions, optional
+        :param _request_auth: set to override the auth_settings for an a single
+                              request; this effectively ignores the authentication
+                              in the spec for a single request.
+        :type _request_auth: dict, optional
+        :type _content_type: string, optional: force content-type for the request
+        :return: Returns the result object.
+                 If the method is called asynchronously,
+                 returns the request thread.
+        :rtype: tuple(PagedResourceListOfItemAndWorkspace, status_code(int), headers(HTTPHeaderDict))
+        """
+
+        _params = locals()
+
+        _all_params = [
+            'visibility',
+            'as_at',
+            'page',
+            'sort_by',
+            'limit',
+            'filter'
+        ]
+        _all_params.extend(
+            [
+                'async_req',
+                '_return_http_data_only',
+                '_preload_content',
+                '_request_timeout',
+                '_request_auth',
+                '_content_type',
+                '_headers',
+                'opts'
+            ]
+        )
+
+        # validate the arguments
+        for _key, _val in _params['kwargs'].items():
+            if _key not in _all_params:
+                raise ApiTypeError(
+                    "Got an unexpected keyword argument '%s'"
+                    " to method search_items" % _key
+                )
+            _params[_key] = _val
+        del _params['kwargs']
+
+        _collection_formats = {}
+
+        # process the path parameters
+        _path_params = {}
+        if _params['visibility']:
+            _path_params['visibility'] = _params['visibility']
+
+
+        # process the query parameters
+        _query_params = []
+        if _params.get('as_at') is not None:  # noqa: E501
+            if isinstance(_params['as_at'], datetime):
+                _query_params.append(('asAt', _params['as_at'].strftime(self.api_client.configuration.datetime_format)))
+            else:
+                _query_params.append(('asAt', _params['as_at']))
+
+        if _params.get('page') is not None:  # noqa: E501
+            _query_params.append(('page', _params['page']))
+
+        if _params.get('sort_by') is not None:  # noqa: E501
+            _query_params.append(('sortBy', _params['sort_by']))
+            _collection_formats['sortBy'] = 'multi'
+
+        if _params.get('limit') is not None:  # noqa: E501
+            _query_params.append(('limit', _params['limit']))
+
+        if _params.get('filter') is not None:  # noqa: E501
+            _query_params.append(('filter', _params['filter']))
+
+        # process the header parameters
+        _header_params = dict(_params.get('_headers', {}))
+        # process the form parameters
+        _form_params = []
+        _files = {}
+        # process the body parameter
+        _body_params = None
+        # set the HTTP header `Accept`
+        _header_params['Accept'] = self.api_client.select_header_accept(
+            ['text/plain', 'application/json', 'text/json'])  # noqa: E501
+
+        # authentication setting
+        _auth_settings = ['oauth2']  # noqa: E501
+
+        _response_types_map = {
+            '200': "PagedResourceListOfItemAndWorkspace",
+            '400': "LusidValidationProblemDetails",
+        }
+
+        return self.api_client.call_api(
+            '/api/workspaces/{visibility}/items', 'GET',
+            _path_params,
+            _query_params,
+            _header_params,
+            body=_body_params,
+            post_params=_form_params,
+            files=_files,
+            response_types_map=_response_types_map,
+            auth_settings=_auth_settings,
+            async_req=_params.get('async_req'),
+            _return_http_data_only=_params.get('_return_http_data_only'),  # noqa: E501
+            _preload_content=_params.get('_preload_content', True),
+            _request_timeout=_params.get('_request_timeout'),
+            opts=_params.get('opts'),
+            collection_formats=_collection_formats,
+            _request_auth=_params.get('_request_auth'))
+
+
     @overload
     async def update_item(self, visibility : Annotated[StrictStr, Field(..., description="The visibility for the containing workspace. Must be `shared` or `personal`; case is important.")], workspace_name : Annotated[StrictStr, Field(..., description="The workspace name.")], group_name : Annotated[StrictStr, Field(..., description="The group containing the item.")], item_name : Annotated[StrictStr, Field(..., description="The item name.")], workspace_item_update_request : Annotated[Optional[WorkspaceItemUpdateRequest], Field(description="The new item details.")] = None, **kwargs) -> WorkspaceItem:  # noqa: E501
         ...

lusid/configuration.py

@@ -445,7 +445,7 @@ class Configuration:
         return "Python SDK Debug Report:\n"\
                "OS: {env}\n"\
                "Python Version: {pyversion}\n"\
-               "Version of the API: 0.11.7770\n"\
+               "Version of the API: 0.11.7772\n"\
                "SDK Package Version: {package_version}".\
                format(env=sys.platform, pyversion=sys.version, package_version=package_version)
 

lusid/models/__init__.py

@@ -565,6 +565,7 @@ from lusid.models.investor_record import InvestorRecord
 from lusid.models.ir_vol_cube_data import IrVolCubeData
 from lusid.models.ir_vol_dependency import IrVolDependency
 from lusid.models.is_business_day_response import IsBusinessDayResponse
+from lusid.models.item_and_workspace import ItemAndWorkspace
 from lusid.models.journal_entry_line import JournalEntryLine
 from lusid.models.journal_entry_line_share_class_breakdown import JournalEntryLineShareClassBreakdown
 from lusid.models.journal_entry_lines_query_parameters import JournalEntryLinesQueryParameters
@@ -715,6 +716,7 @@ from lusid.models.paged_resource_list_of_identifier_definition import PagedResou
 from lusid.models.paged_resource_list_of_instrument import PagedResourceListOfInstrument
 from lusid.models.paged_resource_list_of_instrument_event_holder import PagedResourceListOfInstrumentEventHolder
 from lusid.models.paged_resource_list_of_instrument_event_instruction import PagedResourceListOfInstrumentEventInstruction
+from lusid.models.paged_resource_list_of_item_and_workspace import PagedResourceListOfItemAndWorkspace
 from lusid.models.paged_resource_list_of_legal_entity import PagedResourceListOfLegalEntity
 from lusid.models.paged_resource_list_of_order import PagedResourceListOfOrder
 from lusid.models.paged_resource_list_of_order_graph_block import PagedResourceListOfOrderGraphBlock
@@ -1785,6 +1787,7 @@ __all__ = [
     "IrVolCubeData",
     "IrVolDependency",
     "IsBusinessDayResponse",
+    "ItemAndWorkspace",
     "JournalEntryLine",
     "JournalEntryLineShareClassBreakdown",
     "JournalEntryLinesQueryParameters",
@@ -1935,6 +1938,7 @@ __all__ = [
     "PagedResourceListOfInstrument",
     "PagedResourceListOfInstrumentEventHolder",
     "PagedResourceListOfInstrumentEventInstruction",
+    "PagedResourceListOfItemAndWorkspace",
     "PagedResourceListOfLegalEntity",
     "PagedResourceListOfOrder",
     "PagedResourceListOfOrderGraphBlock",

lusid/models/fund_journal_entry_line.py

@@ -37,7 +37,7 @@ class FundJournalEntryLine(BaseModel):
     instrument_id:  StrictStr = Field(...,alias="instrumentId", description="To indicate the instrument of the transaction that the Journal Entry Line posted for, if applicable.") 
     instrument_scope:  StrictStr = Field(...,alias="instrumentScope", description="The scope in which the Journal Entry Line instrument is in.") 
     sub_holding_keys: Optional[Dict[str, PerpetualProperty]] = Field(None, alias="subHoldingKeys", description="The sub-holding properties which are part of the AccountingKey.")
-    tax_lot_id:  Optional[StrictStr] = Field(None,alias="taxLotId", description="The tax lot Id that the Journal Entry Line is impacting.") 
+    tax_lot_id:  Optional[StrictStr] = Field(None,alias="taxLotId", description="If the holding type is 'B' (settled cash balance), this is 1. Otherwise, this is the ID of a tax lot if applicable, or the source ID of the original transaction if not.") 
     general_ledger_account_code:  StrictStr = Field(...,alias="generalLedgerAccountCode", description="The code of the account in the general ledger the Journal Entry was posted to.") 
     local: CurrencyAndAmount = Field(...)
     base: CurrencyAndAmount = Field(...)
@@ -49,9 +49,9 @@ class FundJournalEntryLine(BaseModel):
     source_type:  StrictStr = Field(...,alias="sourceType", description="So far are 4 types: LusidTxn, LusidValuation, Manual and External.") 
     source_id:  StrictStr = Field(...,alias="sourceId", description="For the Lusid Source Type this will be the txn Id. For the rest will be what the user populates.") 
     properties: Optional[Dict[str, ModelProperty]] = Field(None, description="A set of properties for the Abor.")
-    movement_name:  Optional[StrictStr] = Field(None,alias="movementName", description="The name of the movement.") 
-    holding_type:  StrictStr = Field(...,alias="holdingType", description="Defines the broad category holding within the portfolio.") 
-    economic_bucket:  StrictStr = Field(...,alias="economicBucket", description="Raw Journal Entry Line details of the economic bucket for the Journal Entry Line.") 
+    movement_name:  Optional[StrictStr] = Field(None,alias="movementName", description="If the JE Line is generated from a transaction, the name of the side in the transaction type's movement. If from a valuation, this is 'MarkToMarket'.") 
+    holding_type:  StrictStr = Field(...,alias="holdingType", description="One of the LUSID holding types such as 'P' for position or 'B' for settled cash balance.") 
+    economic_bucket:  StrictStr = Field(...,alias="economicBucket", description="LUSID automatically categorises a JE Line into a broad economic bucket such as 'NA_Cost' or 'PL_RealPriceGL'.") 
     economic_bucket_component:  Optional[StrictStr] = Field(None,alias="economicBucketComponent", description="Sub bucket of the economic bucket.") 
     economic_bucket_variant:  Optional[StrictStr] = Field(None,alias="economicBucketVariant", description="Categorisation of a Mark-to-market journal entry line into LongTerm or ShortTerm based on whether the ActivityDate is more than a year after the purchase trade date or not.") 
     levels: Optional[conlist(StrictStr)] = Field(None, description="Resolved data from the general ledger profile where the GeneralLedgerProfileCode is specified in the GetJournalEntryLines request body.")

lusid/models/item_and_workspace.py

@@ -0,0 +1,83 @@
+# coding: utf-8
+
+"""
+    LUSID API
+
+    FINBOURNE Technology  # noqa: E501
+
+    Contact: info@finbourne.com
+    Generated by OpenAPI Generator (https://openapi-generator.tech)
+
+    Do not edit the class manually.
+"""
+
+
+from __future__ import annotations
+import pprint
+import re  # noqa: F401
+import json
+
+
+from typing import Any, Dict
+from pydantic.v1 import StrictStr, Field, BaseModel, Field, constr 
+from lusid.models.workspace_item import WorkspaceItem
+
+class ItemAndWorkspace(BaseModel):
+    """
+    An item plus its containing workspace name.  # noqa: E501
+    """
+    workspace_name:  StrictStr = Field(...,alias="workspaceName", description="A workspace's name.") 
+    workspace_item: WorkspaceItem = Field(..., alias="workspaceItem")
+    __properties = ["workspaceName", "workspaceItem"]
+
+    class Config:
+        """Pydantic configuration"""
+        allow_population_by_field_name = True
+        validate_assignment = True
+
+    def __str__(self):
+        """For `print` and `pprint`"""
+        return pprint.pformat(self.dict(by_alias=False))
+
+    def __repr__(self):
+        """For `print` and `pprint`"""
+        return self.to_str()
+
+    def to_str(self) -> str:
+        """Returns the string representation of the model using alias"""
+        return pprint.pformat(self.dict(by_alias=True))
+
+    def to_json(self) -> str:
+        """Returns the JSON representation of the model using alias"""
+        return json.dumps(self.to_dict())
+
+    @classmethod
+    def from_json(cls, json_str: str) -> ItemAndWorkspace:
+        """Create an instance of ItemAndWorkspace from a JSON string"""
+        return cls.from_dict(json.loads(json_str))
+
+    def to_dict(self):
+        """Returns the dictionary representation of the model using alias"""
+        _dict = self.dict(by_alias=True,
+                          exclude={
+                          },
+                          exclude_none=True)
+        # override the default output from pydantic by calling `to_dict()` of workspace_item
+        if self.workspace_item:
+            _dict['workspaceItem'] = self.workspace_item.to_dict()
+        return _dict
+
+    @classmethod
+    def from_dict(cls, obj: dict) -> ItemAndWorkspace:
+        """Create an instance of ItemAndWorkspace from a dict"""
+        if obj is None:
+            return None
+
+        if not isinstance(obj, dict):
+            return ItemAndWorkspace.parse_obj(obj)
+
+        _obj = ItemAndWorkspace.parse_obj({
+            "workspace_name": obj.get("workspaceName"),
+            "workspace_item": WorkspaceItem.from_dict(obj.get("workspaceItem")) if obj.get("workspaceItem") is not None else None
+        })
+        return _obj

lusid/models/journal_entry_line.py

@@ -36,7 +36,7 @@ class JournalEntryLine(BaseModel):
     instrument_id:  StrictStr = Field(...,alias="instrumentId", description="To indicate the instrument of the transaction that the Journal Entry Line posted for, if applicable.") 
     instrument_scope:  StrictStr = Field(...,alias="instrumentScope", description="The scope in which the Journal Entry Line instrument is in.") 
     sub_holding_keys: Optional[Dict[str, PerpetualProperty]] = Field(None, alias="subHoldingKeys", description="The sub-holding properties which are part of the AccountingKey.")
-    tax_lot_id:  Optional[StrictStr] = Field(None,alias="taxLotId", description="The tax lot Id that the Journal Entry Line is impacting.") 
+    tax_lot_id:  Optional[StrictStr] = Field(None,alias="taxLotId", description="If the holding type is 'B' (settled cash balance), this is 1. Otherwise, this is the ID of a tax lot if applicable, or the source ID of the original transaction if not.") 
     general_ledger_account_code:  StrictStr = Field(...,alias="generalLedgerAccountCode", description="The code of the account in the general ledger the Journal Entry was posted to.") 
     local: CurrencyAndAmount = Field(...)
     base: CurrencyAndAmount = Field(...)
@@ -48,9 +48,9 @@ class JournalEntryLine(BaseModel):
     source_type:  StrictStr = Field(...,alias="sourceType", description="So far are 4 types: LusidTxn, LusidValuation, Manual and External.") 
     source_id:  StrictStr = Field(...,alias="sourceId", description="For the Lusid Source Type this will be the txn Id. For the rest will be what the user populates.") 
     properties: Optional[Dict[str, ModelProperty]] = Field(None, description="A set of properties for the Abor.")
-    movement_name:  Optional[StrictStr] = Field(None,alias="movementName", description="The name of the movement.") 
-    holding_type:  StrictStr = Field(...,alias="holdingType", description="Defines the broad category holding within the portfolio.") 
-    economic_bucket:  StrictStr = Field(...,alias="economicBucket", description="Raw Journal Entry Line details of the economic bucket for the Journal Entry Line.") 
+    movement_name:  Optional[StrictStr] = Field(None,alias="movementName", description="If the JE Line is generated from a transaction, the name of the side in the transaction type's movement. If from a valuation, this is 'MarkToMarket'.") 
+    holding_type:  StrictStr = Field(...,alias="holdingType", description="One of the LUSID holding types such as 'P' for position or 'B' for settled cash balance.") 
+    economic_bucket:  StrictStr = Field(...,alias="economicBucket", description="LUSID automatically categorises a JE Line into a broad economic bucket such as 'NA_Cost' or 'PL_RealPriceGL'.") 
     economic_bucket_component:  Optional[StrictStr] = Field(None,alias="economicBucketComponent", description="Sub bucket of the economic bucket.") 
     economic_bucket_variant:  Optional[StrictStr] = Field(None,alias="economicBucketVariant", description="Categorisation of a Mark-to-market journal entry line into LongTerm or ShortTerm based on whether the ActivityDate is more than a year after the purchase trade date or not.") 
     levels: Optional[conlist(StrictStr)] = Field(None, description="Resolved data from the general ledger profile where the GeneralLedgerProfileCode is specified in the GetJournalEntryLines request body.")

lusid/models/paged_resource_list_of_item_and_workspace.py

@@ -0,0 +1,121 @@
+# coding: utf-8
+
+"""
+    LUSID API
+
+    FINBOURNE Technology  # noqa: E501
+
+    Contact: info@finbourne.com
+    Generated by OpenAPI Generator (https://openapi-generator.tech)
+
+    Do not edit the class manually.
+"""
+
+
+from __future__ import annotations
+import pprint
+import re  # noqa: F401
+import json
+
+
+from typing import Any, Dict, List, Optional
+from pydantic.v1 import StrictStr, Field, BaseModel, Field, StrictStr, conlist 
+from lusid.models.item_and_workspace import ItemAndWorkspace
+from lusid.models.link import Link
+
+class PagedResourceListOfItemAndWorkspace(BaseModel):
+    """
+    PagedResourceListOfItemAndWorkspace
+    """
+    next_page:  Optional[StrictStr] = Field(None,alias="nextPage") 
+    previous_page:  Optional[StrictStr] = Field(None,alias="previousPage") 
+    values: conlist(ItemAndWorkspace) = Field(...)
+    href:  Optional[StrictStr] = Field(None,alias="href") 
+    links: Optional[conlist(Link)] = None
+    __properties = ["nextPage", "previousPage", "values", "href", "links"]
+
+    class Config:
+        """Pydantic configuration"""
+        allow_population_by_field_name = True
+        validate_assignment = True
+
+    def __str__(self):
+        """For `print` and `pprint`"""
+        return pprint.pformat(self.dict(by_alias=False))
+
+    def __repr__(self):
+        """For `print` and `pprint`"""
+        return self.to_str()
+
+    def to_str(self) -> str:
+        """Returns the string representation of the model using alias"""
+        return pprint.pformat(self.dict(by_alias=True))
+
+    def to_json(self) -> str:
+        """Returns the JSON representation of the model using alias"""
+        return json.dumps(self.to_dict())
+
+    @classmethod
+    def from_json(cls, json_str: str) -> PagedResourceListOfItemAndWorkspace:
+        """Create an instance of PagedResourceListOfItemAndWorkspace from a JSON string"""
+        return cls.from_dict(json.loads(json_str))
+
+    def to_dict(self):
+        """Returns the dictionary representation of the model using alias"""
+        _dict = self.dict(by_alias=True,
+                          exclude={
+                          },
+                          exclude_none=True)
+        # override the default output from pydantic by calling `to_dict()` of each item in values (list)
+        _items = []
+        if self.values:
+            for _item in self.values:
+                if _item:
+                    _items.append(_item.to_dict())
+            _dict['values'] = _items
+        # override the default output from pydantic by calling `to_dict()` of each item in links (list)
+        _items = []
+        if self.links:
+            for _item in self.links:
+                if _item:
+                    _items.append(_item.to_dict())
+            _dict['links'] = _items
+        # set to None if next_page (nullable) is None
+        # and __fields_set__ contains the field
+        if self.next_page is None and "next_page" in self.__fields_set__:
+            _dict['nextPage'] = None
+
+        # set to None if previous_page (nullable) is None
+        # and __fields_set__ contains the field
+        if self.previous_page is None and "previous_page" in self.__fields_set__:
+            _dict['previousPage'] = None
+
+        # set to None if href (nullable) is None
+        # and __fields_set__ contains the field
+        if self.href is None and "href" in self.__fields_set__:
+            _dict['href'] = None
+
+        # set to None if links (nullable) is None
+        # and __fields_set__ contains the field
+        if self.links is None and "links" in self.__fields_set__:
+            _dict['links'] = None
+
+        return _dict
+
+    @classmethod
+    def from_dict(cls, obj: dict) -> PagedResourceListOfItemAndWorkspace:
+        """Create an instance of PagedResourceListOfItemAndWorkspace from a dict"""
+        if obj is None:
+            return None
+
+        if not isinstance(obj, dict):
+            return PagedResourceListOfItemAndWorkspace.parse_obj(obj)
+
+        _obj = PagedResourceListOfItemAndWorkspace.parse_obj({
+            "next_page": obj.get("nextPage"),
+            "previous_page": obj.get("previousPage"),
+            "values": [ItemAndWorkspace.from_dict(_item) for _item in obj.get("values")] if obj.get("values") is not None else None,
+            "href": obj.get("href"),
+            "links": [Link.from_dict(_item) for _item in obj.get("links")] if obj.get("links") is not None else None
+        })
+        return _obj

{lusid_sdk-2.1.790.dist-info → lusid_sdk-2.1.791.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: lusid-sdk
-Version: 2.1.790
+Version: 2.1.791
 Summary: LUSID API
 Home-page: https://github.com/finbourne/lusid-sdk-python
 License: MIT
@@ -364,15 +364,15 @@ Class | Method | HTTP request | Description
 *OrderInstructionsApi* | [**get_order_instruction**](docs/OrderInstructionsApi.md#get_order_instruction) | **GET** /api/orderinstructions/{scope}/{code} | GetOrderInstruction: Get OrderInstruction
 *OrderInstructionsApi* | [**list_order_instructions**](docs/OrderInstructionsApi.md#list_order_instructions) | **GET** /api/orderinstructions | ListOrderInstructions: List OrderInstructions
 *OrderInstructionsApi* | [**upsert_order_instructions**](docs/OrderInstructionsApi.md#upsert_order_instructions) | **POST** /api/orderinstructions | UpsertOrderInstructions: Upsert OrderInstruction
-*OrderManagementApi* | [**book_transactions**](docs/OrderManagementApi.md#book_transactions) | **POST** /api/ordermanagement/booktransactions | [EXPERIMENTAL] BookTransactions: Books transactions using specific allocations as a source.
+*OrderManagementApi* | [**book_transactions**](docs/OrderManagementApi.md#book_transactions) | **POST** /api/ordermanagement/booktransactions | BookTransactions: Books transactions using specific allocations as a source.
 *OrderManagementApi* | [**cancel_orders**](docs/OrderManagementApi.md#cancel_orders) | **POST** /api/ordermanagement/cancelorders | [EARLY ACCESS] CancelOrders: Cancel existing orders
 *OrderManagementApi* | [**cancel_orders_and_move_remaining**](docs/OrderManagementApi.md#cancel_orders_and_move_remaining) | **POST** /api/ordermanagement/cancelordersandmoveremaining | [EARLY ACCESS] CancelOrdersAndMoveRemaining: Cancel existing orders and move any unplaced quantities to new orders in new blocks
 *OrderManagementApi* | [**cancel_placements**](docs/OrderManagementApi.md#cancel_placements) | **POST** /api/ordermanagement/$cancelplacements | [EARLY ACCESS] CancelPlacements: Cancel existing placements
-*OrderManagementApi* | [**create_orders**](docs/OrderManagementApi.md#create_orders) | **POST** /api/ordermanagement/createorders | [EARLY ACCESS] CreateOrders: Upsert a Block and associated orders
-*OrderManagementApi* | [**get_order_history**](docs/OrderManagementApi.md#get_order_history) | **GET** /api/ordermanagement/order/{scope}/{code}/$history | [EXPERIMENTAL] GetOrderHistory: Get the history of an order and related entity changes
+*OrderManagementApi* | [**create_orders**](docs/OrderManagementApi.md#create_orders) | **POST** /api/ordermanagement/createorders | CreateOrders: Upsert a Block and associated orders
+*OrderManagementApi* | [**get_order_history**](docs/OrderManagementApi.md#get_order_history) | **GET** /api/ordermanagement/order/{scope}/{code}/$history | GetOrderHistory: Get the history of an order and related entity changes
 *OrderManagementApi* | [**move_orders**](docs/OrderManagementApi.md#move_orders) | **POST** /api/ordermanagement/moveorders | [EARLY ACCESS] MoveOrders: Move orders to new or existing block
 *OrderManagementApi* | [**place_blocks**](docs/OrderManagementApi.md#place_blocks) | **POST** /api/ordermanagement/placeblocks | [EARLY ACCESS] PlaceBlocks: Places blocks for a given list of placement requests.
-*OrderManagementApi* | [**run_allocation_service**](docs/OrderManagementApi.md#run_allocation_service) | **POST** /api/ordermanagement/allocate | [EXPERIMENTAL] RunAllocationService: Runs the Allocation Service
+*OrderManagementApi* | [**run_allocation_service**](docs/OrderManagementApi.md#run_allocation_service) | **POST** /api/ordermanagement/allocate | RunAllocationService: Runs the Allocation Service
 *OrderManagementApi* | [**sweep_blocks**](docs/OrderManagementApi.md#sweep_blocks) | **POST** /api/ordermanagement/SweepBlocks | [EXPERIMENTAL] SweepBlocks: Sweeps specified blocks, for each block that meets the requirements. The request may be partially successful.
 *OrderManagementApi* | [**update_orders**](docs/OrderManagementApi.md#update_orders) | **POST** /api/ordermanagement/updateorders | [EARLY ACCESS] UpdateOrders: Update existing orders
 *OrderManagementApi* | [**update_placements**](docs/OrderManagementApi.md#update_placements) | **POST** /api/ordermanagement/$updateplacements | [EARLY ACCESS] UpdatePlacements: Update existing placements
@@ -651,6 +651,7 @@ Class | Method | HTTP request | Description
 *WorkspaceApi* | [**get_workspace**](docs/WorkspaceApi.md#get_workspace) | **GET** /api/workspaces/{visibility}/{workspaceName} | [EXPERIMENTAL] GetWorkspace: Get a workspace.
 *WorkspaceApi* | [**list_items**](docs/WorkspaceApi.md#list_items) | **GET** /api/workspaces/{visibility}/{workspaceName}/items | [EXPERIMENTAL] ListItems: List the items in a workspace.
 *WorkspaceApi* | [**list_workspaces**](docs/WorkspaceApi.md#list_workspaces) | **GET** /api/workspaces/{visibility} | [EXPERIMENTAL] ListWorkspaces: List workspaces.
+*WorkspaceApi* | [**search_items**](docs/WorkspaceApi.md#search_items) | **GET** /api/workspaces/{visibility}/items | [EXPERIMENTAL] SearchItems: List items across all workspaces.
 *WorkspaceApi* | [**update_item**](docs/WorkspaceApi.md#update_item) | **PUT** /api/workspaces/{visibility}/{workspaceName}/items/{groupName}/{itemName} | [EXPERIMENTAL] UpdateItem: Update an item in a workspace.
 *WorkspaceApi* | [**update_workspace**](docs/WorkspaceApi.md#update_workspace) | **PUT** /api/workspaces/{visibility}/{workspaceName} | [EXPERIMENTAL] UpdateWorkspace: Update a workspace.
 
@@ -1209,6 +1210,7 @@ Class | Method | HTTP request | Description
  - [IrVolCubeData](docs/IrVolCubeData.md)
  - [IrVolDependency](docs/IrVolDependency.md)
  - [IsBusinessDayResponse](docs/IsBusinessDayResponse.md)
+ - [ItemAndWorkspace](docs/ItemAndWorkspace.md)
  - [JournalEntryLine](docs/JournalEntryLine.md)
  - [JournalEntryLineShareClassBreakdown](docs/JournalEntryLineShareClassBreakdown.md)
  - [JournalEntryLinesQueryParameters](docs/JournalEntryLinesQueryParameters.md)
@@ -1359,6 +1361,7 @@ Class | Method | HTTP request | Description
  - [PagedResourceListOfInstrument](docs/PagedResourceListOfInstrument.md)
  - [PagedResourceListOfInstrumentEventHolder](docs/PagedResourceListOfInstrumentEventHolder.md)
  - [PagedResourceListOfInstrumentEventInstruction](docs/PagedResourceListOfInstrumentEventInstruction.md)
+ - [PagedResourceListOfItemAndWorkspace](docs/PagedResourceListOfItemAndWorkspace.md)
  - [PagedResourceListOfLegalEntity](docs/PagedResourceListOfLegalEntity.md)
  - [PagedResourceListOfOrder](docs/PagedResourceListOfOrder.md)
  - [PagedResourceListOfOrderGraphBlock](docs/PagedResourceListOfOrderGraphBlock.md)

{lusid_sdk-2.1.790.dist-info → lusid_sdk-2.1.791.dist-info}/RECORD

@@ -1,4 +1,4 @@
-lusid/__init__.py,sha256=BVYOZvPKlcIPtxCg8dNFO7prZF9h7Hyg48N3M7BdofQ,137655
+lusid/__init__.py,sha256=4Hw7NZgANwcliapBeQKw2nNcY00_gtLirIYETT5vJog,137886
 lusid/api/__init__.py,sha256=EQ3XKHP9QY2QeLD97_6ePDtx6g6tykdAzwWWHaW0dYo,6386
 lusid/api/abor_api.py,sha256=oAvtx9mQGWa5ZQRKjhzkJJH110GiIqiPIefIYNoiT14,166017
 lusid/api/abor_configuration_api.py,sha256=3Y3KwOOJqPsCsl7rfP-ScCYrKvVsQSP5adbsAsJ9G1s,74238
@@ -39,7 +39,7 @@ lusid/api/legacy_compliance_api.py,sha256=DvApZDZ-_yzZ72e9oqKBK7Ey8oEaavGtw5cgxh
 lusid/api/legal_entities_api.py,sha256=3rCwRIrEXwKH2T8-16ZizKx_Hyi8YeEfrZFpCJX5Hfs,257649
 lusid/api/order_graph_api.py,sha256=-oaauVeAJxJsK6AHscON1nODEDbv8dcXlKNb6ilBOAU,44022
 lusid/api/order_instructions_api.py,sha256=o6zLGAFzsZsZdj78fXZ0_jIYz7fo4ZHam75Af4eXg4k,45672
-lusid/api/order_management_api.py,sha256=tzMrhJIZ0vjo1XHq1Xm7h5r3n1SdKMa6QYsynaTdMPs,105703
+lusid/api/order_management_api.py,sha256=GKSvyJglWTVDkddD91_c7XS_qvSgfUvWrbdG7h4C1Ks,104078
 lusid/api/orders_api.py,sha256=ujZOS8BbUlAOaGAgA7eEiwOiGNxfCAgeKEH94OiNxGE,43228
 lusid/api/packages_api.py,sha256=Vis2ktcicNqTF8Bw66vWhmFUyu0jOfiR5FT6iLKGXSM,43686
 lusid/api/participations_api.py,sha256=UivNIoEmZ2eIxYwHvMnW94Tfy6loXDu5PO5loY0yDJk,44964
@@ -73,10 +73,10 @@ lusid/api/transaction_configuration_api.py,sha256=OHs853-U1RWs2oApEO3raiMxixxiMQ
 lusid/api/transaction_fees_api.py,sha256=r8Gl44-WYZebyJ_Uw2stLsf3-hPi1bK6Ij64Kx0L6A8,62698
 lusid/api/transaction_portfolios_api.py,sha256=ZaazyXK90EG7RRGbzWxV-bbDcb_Ulw9B6qEgedT0EBk,608525
 lusid/api/translation_api.py,sha256=xpRuTfwQvYBlWe6r_L2EI_uVpXqHFnEOim-i-kVQ85E,20227
-lusid/api/workspace_api.py,sha256=QmcywrL34lbVo4CbSwyyJDh0kRG7Gt91xrQB0ShqQQQ,106017
+lusid/api/workspace_api.py,sha256=0pCNi3ZCRbIo0NXKa85XE7vtq0WV5YOKcQKvFlcLUaY,120708
 lusid/api_client.py,sha256=ewMTmf9SRurY8pYnUx9jy24RdldPCOa4US38pnrVxjA,31140
 lusid/api_response.py,sha256=6-gnhty6lu8MMAERt3_kTVD7UxQgWFfcjgpcq6iN5IU,855
-lusid/configuration.py,sha256=R2eD8ddoU8h93hzAnSNV-EbF1TjqKGKEVdYf02vVizM,17972
+lusid/configuration.py,sha256=Ucm6iMTW_Og5EpbQIUKk79PqvbCH-XA61XArldmb2Mc,17972
 lusid/exceptions.py,sha256=HIQwgmQrszLlcVCLaqex8dO0laVuejUyOMz7U2ZWJ6s,5326
 lusid/extensions/__init__.py,sha256=dzDHEzpn-9smd2-_UMWQzeyX6Ha4jGf6fnqx7qxKxNI,630
 lusid/extensions/api_client.py,sha256=GzygWg_h603QK1QS2HvAijuE2R1TnvoF6-Yg0CeM3ug,30943
@@ -91,7 +91,7 @@ lusid/extensions/rest.py,sha256=dp-bD_LMR2zAL1tmC3-urhWKLomXx7r5iGN1VteMBVQ,1601
 lusid/extensions/retry.py,sha256=EhW9OKJmGHipxN3H7eROH5DiMlAnfBVl95NQrttcsdg,14834
 lusid/extensions/socket_keep_alive.py,sha256=NGlqsv-E25IjJOLGZhXZY6kUdx51nEF8qCQyVdzayRk,1653
 lusid/extensions/tcp_keep_alive_connector.py,sha256=zaGtUsygRsxB1_4B3x39K3ILwztdhMLDv5bFZV7zmGE,3877
-lusid/models/__init__.py,sha256=F74NN4FipnCzFgMKPdn4g1KwMCl5Y0bjjB5xRmkCh3s,130237
+lusid/models/__init__.py,sha256=bkzNNztWCCpvXe3su9Y9kJEZ9udnRBmXn9TVzPELhH4,130468
 lusid/models/a2_b_breakdown.py,sha256=-FXgILrvtZXQDmvS0ARaJVGBq5LJ4AH-o3HjujFVmS4,3198
 lusid/models/a2_b_category.py,sha256=WunXUgx-dCnApPeLC8Qo5tVCX8Ywxkehib1vmNqNgNs,2957
 lusid/models/a2_b_data_record.py,sha256=qANTmV1_HUEo4l72-F8qzZjlQxOe0Onc9WPz7h-WWuY,9993
@@ -490,7 +490,7 @@ lusid/models/fund_configuration_properties.py,sha256=b-4hJF9TltJf3lmaSyDjeGUhjjh
 lusid/models/fund_configuration_request.py,sha256=ALjjBed5PSP9vPaJzGPeXmsm0LzfmiBmjZNGu5eWJ7Y,7208
 lusid/models/fund_details.py,sha256=LCOrrTtyRtdxIfKxIuhf7a_qW5iNfQ_-5NJdMr7sZBw,2427
 lusid/models/fund_id_list.py,sha256=D_idTEzdmYc5gDVHSI-K5aY7o1ZKSees358NO4g1h1w,6944
-lusid/models/fund_journal_entry_line.py,sha256=bCCnsI9amXpTKxaR9w2WNElunxGn6XZ-PZ1aZ4d3Jug,15946
+lusid/models/fund_journal_entry_line.py,sha256=Yu0mYBv6HCxtmvnncJ_MQJ5rQzyuQwKisgzonhpbY4o,16242
 lusid/models/fund_pnl_breakdown.py,sha256=VnRhnpqPP6QNFaIKjJRx9UT77Rcquxl--ynKEzzVPDM,4653
 lusid/models/fund_previous_nav.py,sha256=pS6RoeqlQRytoJq_vplGYDGX2oH-6Q44B7elZGRfYsE,2162
 lusid/models/fund_properties.py,sha256=SfdvEcARxxk_Akxr92DTGxM_0Ode9T6bBcExeG6K7ys,4489
@@ -643,7 +643,8 @@ lusid/models/investor_record.py,sha256=K4tfet2yUeEXcs18wAJPKvnuXnjIpeg1HfC2FsHyw
 lusid/models/ir_vol_cube_data.py,sha256=uJGOWjam6iYYa2zv-Zq3YEtBPFa-ceiLom6CmCYmxGo,9097
 lusid/models/ir_vol_dependency.py,sha256=KXlWve54ZYT7oD3L3nudagtHx70IYGSxNuZ-Fwlm13I,7758
 lusid/models/is_business_day_response.py,sha256=s2swRw2kvUrJtUF-tVG_lIR9sFqdPzgfk4acEs9ifm8,2395
-lusid/models/journal_entry_line.py,sha256=ILP0DFuAQ8u6aghVa2fV4jQ2lXT-m8cKFqNmz1QdDjk,14726
+lusid/models/item_and_workspace.py,sha256=99XD1JY84BkT8n3A8558rFZMyEOLvgyVPKKg8ABU8P8,2653
+lusid/models/journal_entry_line.py,sha256=HBZNXNArKX3Xx6C6SQ83BexRXeUW3YWQjJcNxidVG08,15022
 lusid/models/journal_entry_line_share_class_breakdown.py,sha256=3owK3HEMv5Qa_NbKm9Wy3cQLyS0rfwvPkGVorV0h8VQ,3376
 lusid/models/journal_entry_lines_query_parameters.py,sha256=btvDczLwU_gyjjwy9NRxZZ6ziPIYy8PSmllDNl_h0gs,4470
 lusid/models/label_value_set.py,sha256=6ewaKwSt-cUanN0ZtH1E4y4UtZAe4hs9TF40MKXbtM4,2114
@@ -793,6 +794,7 @@ lusid/models/paged_resource_list_of_identifier_definition.py,sha256=Cn2JQE1glASa
 lusid/models/paged_resource_list_of_instrument.py,sha256=4y0jq__WQta_Lcdg_FqsxnQZybU1KQkjxt9ps0NjXqA,4350
 lusid/models/paged_resource_list_of_instrument_event_holder.py,sha256=pkqd4FbP0a5a7O2Kon1x6OO7-gEwMfVUOC3DGUmtF_U,4484
 lusid/models/paged_resource_list_of_instrument_event_instruction.py,sha256=j7vW0xGJ7JWsPTLkzyCOmxsilnpeWrfUi9RCw9ShEn0,4544
+lusid/models/paged_resource_list_of_item_and_workspace.py,sha256=3tb3XW-kvPvu15o-YiDPRonZv2ptfeUisWJmIMCiWX4,4424
 lusid/models/paged_resource_list_of_legal_entity.py,sha256=kc__KlK_idJw8g0be1HUtCbEFo-l3OH1ZH5Abmp6JJo,4363
 lusid/models/paged_resource_list_of_order.py,sha256=fNxwZBrLsNnp1fVcvbrNxh7zeKtybdgfC0hFfxaRePI,4290
 lusid/models/paged_resource_list_of_order_graph_block.py,sha256=69pMcdJ21oPEl80Nev5PfVZ_jCewGXbJKgAn58Ji7a8,4412
@@ -1311,6 +1313,6 @@ lusid/models/year_month_day.py,sha256=gwSoxFwlD_wffKdddo1wfvAcLq3Cht3FHQidiaHzAA
 lusid/models/yield_curve_data.py,sha256=I1ZSWxHMgUxj9OQt6i9a4S91KB4_XtmrfFxpN_PV3YQ,9561
 lusid/py.typed,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 lusid/rest.py,sha256=HQT__5LQEMu6_1sLKvYj-DI4FH1DJXBIPYfZCTTyrY4,13431
-lusid_sdk-2.1.790.dist-info/METADATA,sha256=88tqJ-_yZ02iOK7YIpEPSS3R5z075G0q0hakl9Ib7PM,219895
-lusid_sdk-2.1.790.dist-info/WHEEL,sha256=Nq82e9rUAnEjt98J6MlVmMCZb-t9cYE2Ir1kpBmnWfs,88
-lusid_sdk-2.1.790.dist-info/RECORD,,
+lusid_sdk-2.1.791.dist-info/METADATA,sha256=Ibdlkt_eGfgwzsvgeJbFJmh6C93-LiqKm1e1AbDolYc,220149
+lusid_sdk-2.1.791.dist-info/WHEEL,sha256=Nq82e9rUAnEjt98J6MlVmMCZb-t9cYE2Ir1kpBmnWfs,88
+lusid_sdk-2.1.791.dist-info/RECORD,,