lusid-sdk 2.1.911__py3-none-any.whl → 2.1.913__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 (333) hide show
  1. lusid/api/abor_api.py +66 -66
  2. lusid/api/abor_configuration_api.py +32 -32
  3. lusid/api/address_key_definition_api.py +10 -10
  4. lusid/api/aggregated_returns_api.py +12 -12
  5. lusid/api/aggregation_api.py +10 -10
  6. lusid/api/allocations_api.py +24 -24
  7. lusid/api/amortisation_rule_sets_api.py +24 -24
  8. lusid/api/application_metadata_api.py +6 -6
  9. lusid/api/blocks_api.py +18 -18
  10. lusid/api/calendars_api.py +34 -34
  11. lusid/api/chart_of_accounts_api.py +122 -122
  12. lusid/api/check_definitions_api.py +38 -38
  13. lusid/api/complex_market_data_api.py +36 -36
  14. lusid/api/compliance_api.py +34 -34
  15. lusid/api/configuration_recipe_api.py +20 -20
  16. lusid/api/conventions_api.py +18 -18
  17. lusid/api/corporate_action_sources_api.py +32 -32
  18. lusid/api/counterparties_api.py +12 -12
  19. lusid/api/custom_data_models_api.py +16 -16
  20. lusid/api/custom_entities_api.py +40 -40
  21. lusid/api/custom_entity_definitions_api.py +10 -10
  22. lusid/api/custom_entity_types_api.py +10 -10
  23. lusid/api/cut_label_definitions_api.py +8 -8
  24. lusid/api/data_types_api.py +34 -34
  25. lusid/api/derived_transaction_portfolios_api.py +6 -6
  26. lusid/api/entities_api.py +20 -20
  27. lusid/api/executions_api.py +18 -18
  28. lusid/api/fee_types_api.py +8 -8
  29. lusid/api/fund_configuration_api.py +38 -38
  30. lusid/api/funds_api.py +126 -126
  31. lusid/api/group_reconciliations_api.py +84 -84
  32. lusid/api/identifier_definitions_api.py +30 -30
  33. lusid/api/instrument_event_types_api.py +40 -40
  34. lusid/api/instrument_events_api.py +34 -34
  35. lusid/api/instruments_api.py +138 -138
  36. lusid/api/investment_accounts_api.py +24 -24
  37. lusid/api/investor_records_api.py +26 -26
  38. lusid/api/legacy_compliance_api.py +46 -46
  39. lusid/api/legal_entities_api.py +114 -114
  40. lusid/api/order_graph_api.py +6 -6
  41. lusid/api/order_instructions_api.py +18 -18
  42. lusid/api/order_management_api.py +28 -28
  43. lusid/api/orders_api.py +18 -18
  44. lusid/api/packages_api.py +18 -18
  45. lusid/api/participations_api.py +18 -18
  46. lusid/api/persons_api.py +114 -114
  47. lusid/api/placements_api.py +18 -18
  48. lusid/api/portfolio_groups_api.py +156 -156
  49. lusid/api/portfolios_api.py +128 -128
  50. lusid/api/property_definitions_api.py +74 -74
  51. lusid/api/queryable_keys_api.py +6 -6
  52. lusid/api/quotes_api.py +36 -36
  53. lusid/api/reconciliations_api.py +42 -42
  54. lusid/api/reference_lists_api.py +8 -8
  55. lusid/api/reference_portfolio_api.py +30 -30
  56. lusid/api/relation_definitions_api.py +14 -14
  57. lusid/api/relationship_definitions_api.py +32 -32
  58. lusid/api/scopes_api.py +12 -12
  59. lusid/api/scripted_translation_api.py +22 -22
  60. lusid/api/search_api.py +28 -28
  61. lusid/api/sequences_api.py +20 -20
  62. lusid/api/staged_modifications_api.py +20 -20
  63. lusid/api/staging_rule_set_api.py +18 -18
  64. lusid/api/structured_result_data_api.py +38 -38
  65. lusid/api/system_configuration_api.py +20 -20
  66. lusid/api/tax_rule_sets_api.py +34 -34
  67. lusid/api/timelines_api.py +68 -68
  68. lusid/api/transaction_configuration_api.py +18 -18
  69. lusid/api/transaction_fees_api.py +42 -42
  70. lusid/api/transaction_portfolios_api.py +450 -450
  71. lusid/api/transfer_agency_api.py +2 -2
  72. lusid/api/translation_api.py +4 -4
  73. lusid/api/workspace_api.py +24 -24
  74. lusid/configuration.py +1 -1
  75. lusid/models/access_metadata_value.py +1 -1
  76. lusid/models/accumulation_event.py +1 -1
  77. lusid/models/additional_payment.py +1 -1
  78. lusid/models/address_definition.py +2 -2
  79. lusid/models/adjust_global_commitment_event.py +2 -2
  80. lusid/models/adjust_holding_for_date_request.py +1 -1
  81. lusid/models/adjust_holding_request.py +1 -1
  82. lusid/models/aggregate_spec.py +1 -1
  83. lusid/models/aggregation_context.py +1 -1
  84. lusid/models/aggregation_options.py +3 -3
  85. lusid/models/allocation.py +1 -1
  86. lusid/models/amortisation_event.py +2 -2
  87. lusid/models/append_fx_forward_curve_by_quote_reference.py +1 -1
  88. lusid/models/asset_leg.py +2 -2
  89. lusid/models/basket.py +1 -1
  90. lusid/models/block.py +1 -1
  91. lusid/models/bond.py +5 -5
  92. lusid/models/bond_conversion_entry.py +3 -3
  93. lusid/models/bond_conversion_schedule.py +5 -5
  94. lusid/models/bond_coupon_event.py +1 -1
  95. lusid/models/bond_principal_event.py +1 -1
  96. lusid/models/bucketed_cash_flow_response.py +3 -3
  97. lusid/models/cancel_single_holding_adjustment_request.py +1 -1
  98. lusid/models/cap_floor.py +2 -2
  99. lusid/models/cash_and_security_offer_election.py +1 -1
  100. lusid/models/cash_dependency.py +2 -2
  101. lusid/models/cash_flow_event.py +1 -1
  102. lusid/models/cash_flow_lineage.py +2 -2
  103. lusid/models/cash_offer_election.py +1 -1
  104. lusid/models/cds_flow_conventions.py +5 -5
  105. lusid/models/cds_index.py +4 -4
  106. lusid/models/cds_protection_detail_specification.py +3 -3
  107. lusid/models/change_item.py +1 -1
  108. lusid/models/close_event.py +1 -1
  109. lusid/models/collateral.py +2 -2
  110. lusid/models/complex_bond.py +4 -4
  111. lusid/models/complex_market_data.py +1 -1
  112. lusid/models/complex_market_data_id.py +1 -1
  113. lusid/models/compounding.py +6 -6
  114. lusid/models/configuration_recipe.py +1 -1
  115. lusid/models/constant_volatility_surface.py +2 -2
  116. lusid/models/constituents_adjustment_header.py +1 -1
  117. lusid/models/contract_for_difference.py +6 -6
  118. lusid/models/conversion_event.py +9 -9
  119. lusid/models/corporate_action_transition_component_request.py +1 -1
  120. lusid/models/counterparty_agreement.py +1 -1
  121. lusid/models/counterparty_risk_information.py +1 -1
  122. lusid/models/counterparty_signatory.py +1 -1
  123. lusid/models/credit_default_swap.py +4 -4
  124. lusid/models/credit_premium_cash_flow_event.py +1 -1
  125. lusid/models/credit_rating.py +1 -1
  126. lusid/models/credit_spread_curve_data.py +3 -3
  127. lusid/models/credit_support_annex.py +6 -6
  128. lusid/models/curve_options.py +2 -2
  129. lusid/models/data_definition.py +3 -3
  130. lusid/models/data_map_key.py +1 -1
  131. lusid/models/data_mapping.py +1 -1
  132. lusid/models/dependency_source_filter.py +6 -6
  133. lusid/models/dialect.py +1 -1
  134. lusid/models/dialect_schema.py +1 -1
  135. lusid/models/discounting_dependency.py +2 -2
  136. lusid/models/dividend_option_event.py +1 -1
  137. lusid/models/dividend_reinvestment_event.py +1 -1
  138. lusid/models/early_redemption_election.py +1 -1
  139. lusid/models/early_redemption_event.py +2 -2
  140. lusid/models/economic_dependency.py +1 -1
  141. lusid/models/equity.py +1 -1
  142. lusid/models/equity_curve_by_prices_data.py +1 -1
  143. lusid/models/equity_curve_dependency.py +2 -2
  144. lusid/models/equity_model_options.py +1 -1
  145. lusid/models/equity_option.py +7 -7
  146. lusid/models/equity_swap.py +6 -6
  147. lusid/models/equity_vol_dependency.py +2 -2
  148. lusid/models/event_date_range.py +1 -1
  149. lusid/models/ex_dividend_configuration.py +3 -3
  150. lusid/models/exchange_traded_option.py +1 -1
  151. lusid/models/exchange_traded_option_contract_details.py +5 -5
  152. lusid/models/execution.py +1 -1
  153. lusid/models/exercise_event.py +1 -1
  154. lusid/models/exotic_instrument.py +1 -1
  155. lusid/models/expiry_event.py +1 -1
  156. lusid/models/fixed_leg.py +1 -1
  157. lusid/models/fixed_leg_all_of_overrides.py +1 -1
  158. lusid/models/fixed_schedule.py +3 -3
  159. lusid/models/flexible_deposit.py +2 -2
  160. lusid/models/flexible_loan.py +2 -2
  161. lusid/models/flexible_repo.py +10 -10
  162. lusid/models/flexible_repo_cash_flow_event.py +2 -2
  163. lusid/models/flexible_repo_collateral_event.py +2 -2
  164. lusid/models/flexible_repo_interest_payment_event.py +2 -2
  165. lusid/models/flexible_repo_partial_closure_event.py +5 -5
  166. lusid/models/float_schedule.py +5 -5
  167. lusid/models/floating_leg.py +1 -1
  168. lusid/models/flow_convention_name.py +1 -1
  169. lusid/models/flow_conventions.py +9 -9
  170. lusid/models/forward_rate_agreement.py +1 -1
  171. lusid/models/fund_share_class.py +4 -4
  172. lusid/models/fund_valuation_request.py +4 -4
  173. lusid/models/fund_valuation_schedule.py +4 -4
  174. lusid/models/funding_leg.py +3 -3
  175. lusid/models/future.py +4 -4
  176. lusid/models/future_expiry_event.py +1 -1
  177. lusid/models/future_mark_to_market_event.py +1 -1
  178. lusid/models/futures_contract_details.py +5 -5
  179. lusid/models/fx_conventions.py +1 -1
  180. lusid/models/fx_dependency.py +1 -1
  181. lusid/models/fx_forward.py +6 -6
  182. lusid/models/fx_forward_curve_by_quote_reference.py +3 -3
  183. lusid/models/fx_forward_model_options.py +1 -1
  184. lusid/models/fx_forward_settlement_event.py +6 -6
  185. lusid/models/fx_forward_tenor_curve_data.py +2 -2
  186. lusid/models/fx_forward_tenor_pips_curve_data.py +2 -2
  187. lusid/models/fx_forwards_dependency.py +3 -3
  188. lusid/models/fx_linked_notional_schedule.py +1 -1
  189. lusid/models/fx_option.py +8 -8
  190. lusid/models/fx_rate_schedule.py +1 -1
  191. lusid/models/fx_swap.py +2 -2
  192. lusid/models/fx_tenor_convention.py +1 -1
  193. lusid/models/fx_vol_dependency.py +2 -2
  194. lusid/models/get_reference_portfolio_constituents_response.py +1 -1
  195. lusid/models/group_of_market_data_key_rules.py +2 -2
  196. lusid/models/holding_context.py +1 -1
  197. lusid/models/holding_pricing_info.py +2 -2
  198. lusid/models/index_convention.py +4 -4
  199. lusid/models/index_projection_dependency.py +2 -2
  200. lusid/models/industry_classifier.py +1 -1
  201. lusid/models/inflation_index_conventions.py +4 -4
  202. lusid/models/inflation_leg.py +5 -5
  203. lusid/models/inflation_linked_bond.py +6 -6
  204. lusid/models/inflation_swap.py +3 -3
  205. lusid/models/informational_event.py +3 -3
  206. lusid/models/inline_valuation_request.py +6 -6
  207. lusid/models/inline_valuations_reconciliation_request.py +1 -1
  208. lusid/models/instrument_capabilities.py +1 -1
  209. lusid/models/instrument_definition_format.py +2 -2
  210. lusid/models/instrument_event.py +1 -1
  211. lusid/models/instrument_leg.py +1 -1
  212. lusid/models/interest_rate_swap.py +4 -4
  213. lusid/models/interest_rate_swaption.py +2 -2
  214. lusid/models/ir_vol_dependency.py +2 -2
  215. lusid/models/lapse_election.py +1 -1
  216. lusid/models/leg_definition.py +8 -8
  217. lusid/models/list_complex_market_data_with_meta_data_response.py +1 -1
  218. lusid/models/loan_facility.py +3 -3
  219. lusid/models/loan_facility_contract_rollover_event.py +2 -2
  220. lusid/models/loan_interest_repayment_event.py +2 -2
  221. lusid/models/loan_principal_repayment_event.py +3 -3
  222. lusid/models/lusid_instrument.py +1 -1
  223. lusid/models/lusid_trade_ticket.py +1 -1
  224. lusid/models/mark_to_market_conventions.py +1 -1
  225. lusid/models/market_context.py +4 -4
  226. lusid/models/market_context_suppliers.py +1 -1
  227. lusid/models/market_data_key_rule.py +7 -7
  228. lusid/models/market_data_options.py +1 -1
  229. lusid/models/market_data_specific_rule.py +6 -6
  230. lusid/models/market_data_type.py +1 -1
  231. lusid/models/market_options.py +1 -1
  232. lusid/models/market_quote.py +1 -1
  233. lusid/models/mastered_instrument.py +1 -1
  234. lusid/models/match_criterion.py +1 -1
  235. lusid/models/maturity_event.py +1 -1
  236. lusid/models/mbs_coupon_event.py +1 -1
  237. lusid/models/mbs_interest_deferral_event.py +1 -1
  238. lusid/models/mbs_interest_shortfall_event.py +1 -1
  239. lusid/models/mbs_principal_event.py +1 -1
  240. lusid/models/mbs_principal_write_off_event.py +1 -1
  241. lusid/models/model_options.py +1 -1
  242. lusid/models/model_selection.py +1 -1
  243. lusid/models/opaque_dependency.py +1 -1
  244. lusid/models/opaque_market_data.py +3 -3
  245. lusid/models/option_entry.py +1 -1
  246. lusid/models/option_exercise_cash_event.py +3 -3
  247. lusid/models/option_exercise_election.py +1 -1
  248. lusid/models/option_exercise_physical_event.py +3 -3
  249. lusid/models/optionality_schedule.py +2 -2
  250. lusid/models/order_flow_configuration.py +1 -1
  251. lusid/models/partial_closure_constituent.py +3 -3
  252. lusid/models/portfolio_holding.py +6 -2
  253. lusid/models/portfolio_result_data_key_rule.py +1 -1
  254. lusid/models/pre_trade_configuration.py +1 -1
  255. lusid/models/pricing_context.py +3 -3
  256. lusid/models/pricing_options.py +9 -9
  257. lusid/models/property_domain.py +1 -1
  258. lusid/models/property_reference_data_value.py +1 -1
  259. lusid/models/quote_dependency.py +1 -1
  260. lusid/models/quote_series_id.py +1 -1
  261. lusid/models/raw_vendor_event.py +1 -1
  262. lusid/models/recipe_value.py +1 -1
  263. lusid/models/reconcile_date_time_rule.py +1 -1
  264. lusid/models/reconcile_numeric_rule.py +1 -1
  265. lusid/models/reconcile_string_rule.py +1 -1
  266. lusid/models/reconciled_transaction.py +2 -2
  267. lusid/models/reconciliation_line.py +1 -1
  268. lusid/models/reconciliation_request.py +3 -3
  269. lusid/models/reconciliation_rule.py +1 -1
  270. lusid/models/relative_date_offset.py +2 -2
  271. lusid/models/repo.py +8 -8
  272. lusid/models/repo_cash_flow_event.py +4 -4
  273. lusid/models/repo_partial_closure_event.py +5 -5
  274. lusid/models/repurchase_offer_event.py +4 -4
  275. lusid/models/reset_event.py +1 -1
  276. lusid/models/result_data_key_rule.py +6 -4
  277. lusid/models/result_data_schema.py +1 -1
  278. lusid/models/result_key_rule.py +1 -1
  279. lusid/models/result_value.py +1 -1
  280. lusid/models/result_value0_d.py +1 -1
  281. lusid/models/result_value_date_time_offset.py +1 -1
  282. lusid/models/result_value_decimal.py +1 -1
  283. lusid/models/result_value_int.py +1 -1
  284. lusid/models/return_zero_pv_options.py +1 -1
  285. lusid/models/rounding_convention.py +4 -4
  286. lusid/models/schedule.py +1 -1
  287. lusid/models/scrip_dividend_event.py +1 -1
  288. lusid/models/security_election.py +2 -2
  289. lusid/models/security_offer_election.py +1 -1
  290. lusid/models/settlement_schedule.py +20 -2
  291. lusid/models/side_configuration_data.py +1 -1
  292. lusid/models/side_configuration_data_request.py +1 -1
  293. lusid/models/simple_cash_flow_loan.py +2 -2
  294. lusid/models/simple_instrument.py +2 -2
  295. lusid/models/simple_rounding_convention.py +2 -2
  296. lusid/models/step_schedule.py +3 -3
  297. lusid/models/stock_dividend_event.py +1 -1
  298. lusid/models/structured_result_data.py +1 -1
  299. lusid/models/swap_cash_flow_event.py +1 -1
  300. lusid/models/swap_principal_event.py +1 -1
  301. lusid/models/tender_offer_election.py +1 -1
  302. lusid/models/term_deposit.py +1 -1
  303. lusid/models/term_deposit_interest_event.py +1 -1
  304. lusid/models/term_deposit_principal_event.py +1 -1
  305. lusid/models/time_zone_conventions.py +1 -1
  306. lusid/models/total_return_swap.py +3 -3
  307. lusid/models/trading_conventions.py +3 -3
  308. lusid/models/transaction_reconciliation_request_v2.py +3 -3
  309. lusid/models/transaction_settlement_instruction.py +5 -3
  310. lusid/models/translate_entities_inlined_request.py +1 -1
  311. lusid/models/translate_entities_request.py +1 -1
  312. lusid/models/translate_instrument_definitions_request.py +1 -1
  313. lusid/models/translate_trade_ticket_request.py +1 -1
  314. lusid/models/translation_input.py +1 -1
  315. lusid/models/trigger_event.py +1 -1
  316. lusid/models/typed_resource_id.py +2 -2
  317. lusid/models/unmatched_holding_method.py +1 -1
  318. lusid/models/upsert_cds_flow_conventions_request.py +1 -1
  319. lusid/models/upsert_counterparty_agreement_request.py +1 -1
  320. lusid/models/upsert_flow_conventions_request.py +1 -1
  321. lusid/models/upsert_index_convention_request.py +1 -1
  322. lusid/models/upsert_quote_request.py +1 -1
  323. lusid/models/upsert_recipe_request.py +1 -1
  324. lusid/models/valuation_request.py +5 -5
  325. lusid/models/valuation_schedule.py +5 -5
  326. lusid/models/valuations_reconciliation_request.py +2 -2
  327. lusid/models/vendor_model_rule.py +3 -3
  328. lusid/models/virtual_document.py +1 -1
  329. lusid/models/weighted_instrument.py +2 -2
  330. lusid/models/weighted_instrument_in_line_lookup_identifiers.py +1 -1
  331. {lusid_sdk-2.1.911.dist-info → lusid_sdk-2.1.913.dist-info}/METADATA +3 -3
  332. {lusid_sdk-2.1.911.dist-info → lusid_sdk-2.1.913.dist-info}/RECORD +333 -333
  333. {lusid_sdk-2.1.911.dist-info → lusid_sdk-2.1.913.dist-info}/WHEEL +0 -0
@@ -442,18 +442,18 @@ class PortfolioGroupsApi:
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  @overload
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- 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
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
446
446
  ...
447
447
 
448
448
  @overload
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
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
450
450
  ...
451
451
 
452
452
  @validate_arguments
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
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
454
454
  """BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group # noqa: E501
455
455
 
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
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
457
457
  This method makes a synchronous HTTP request by default. To make an
458
458
  asynchronous HTTP request, please pass async_req=True
459
459
 
@@ -462,15 +462,15 @@ class PortfolioGroupsApi:
462
462
 
463
463
  :param scope: The scope of the portfolio group. (required)
464
464
  :type scope: str
465
- :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
465
+ :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
466
466
  :type code: str
467
467
  :param transaction_query_parameters: The query queryParameters which control how the output transactions are built. (required)
468
468
  :type transaction_query_parameters: TransactionQueryParameters
469
- :param as_at: The asAt datetime at which to build the transactions. Defaults to return the latest version of each transaction if not specified.
469
+ :param as_at: The asAt datetime at which to build the transactions. Defaults to return the latest version of each transaction if not specified.
470
470
  :type as_at: datetime
471
- :param filter: 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.
471
+ :param filter: 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.
472
472
  :type filter: str
473
- :param property_keys: 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\".
473
+ :param property_keys: 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\".
474
474
  :type property_keys: List[str]
475
475
  :param limit: When paginating, limit the number of returned results to this many. Defaults to 100 if not specified.
476
476
  :type limit: int
@@ -495,10 +495,10 @@ class PortfolioGroupsApi:
495
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
496
496
 
497
497
  @validate_arguments
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
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
499
499
  """BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group # noqa: E501
500
500
 
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
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
502
502
  This method makes a synchronous HTTP request by default. To make an
503
503
  asynchronous HTTP request, please pass async_req=True
504
504
 
@@ -507,15 +507,15 @@ class PortfolioGroupsApi:
507
507
 
508
508
  :param scope: The scope of the portfolio group. (required)
509
509
  :type scope: str
510
- :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
510
+ :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
511
511
  :type code: str
512
512
  :param transaction_query_parameters: The query queryParameters which control how the output transactions are built. (required)
513
513
  :type transaction_query_parameters: TransactionQueryParameters
514
- :param as_at: The asAt datetime at which to build the transactions. Defaults to return the latest version of each transaction if not specified.
514
+ :param as_at: The asAt datetime at which to build the transactions. Defaults to return the latest version of each transaction if not specified.
515
515
  :type as_at: datetime
516
- :param filter: 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.
516
+ :param filter: 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.
517
517
  :type filter: str
518
- :param property_keys: 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\".
518
+ :param property_keys: 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\".
519
519
  :type property_keys: List[str]
520
520
  :param limit: When paginating, limit the number of returned results to this many. Defaults to 100 if not specified.
521
521
  :type limit: int
@@ -828,18 +828,18 @@ class PortfolioGroupsApi:
828
828
 
829
829
 
830
830
  @overload
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
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
832
832
  ...
833
833
 
834
834
  @overload
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
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
836
836
  ...
837
837
 
838
838
  @validate_arguments
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
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
840
840
  """[EARLY ACCESS] DeleteGroupProperties: Delete group properties # noqa: E501
841
841
 
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
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
843
843
  This method makes a synchronous HTTP request by default. To make an
844
844
  asynchronous HTTP request, please pass async_req=True
845
845
 
@@ -850,9 +850,9 @@ class PortfolioGroupsApi:
850
850
  :type scope: str
851
851
  :param code: The code of the group to delete properties from. Together with the scope this uniquely identifies the group. (required)
852
852
  :type code: str
853
- :param request_body: 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. (required)
853
+ :param request_body: 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. (required)
854
854
  :type request_body: List[str]
855
- :param effective_at: 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.
855
+ :param effective_at: 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.
856
856
  :type effective_at: str
857
857
  :param async_req: Whether to execute the request asynchronously.
858
858
  :type async_req: bool, optional
@@ -873,10 +873,10 @@ class PortfolioGroupsApi:
873
873
  return self.delete_group_properties_with_http_info(scope, code, request_body, effective_at, **kwargs) # noqa: E501
874
874
 
875
875
  @validate_arguments
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
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
877
877
  """[EARLY ACCESS] DeleteGroupProperties: Delete group properties # noqa: E501
878
878
 
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
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
880
880
  This method makes a synchronous HTTP request by default. To make an
881
881
  asynchronous HTTP request, please pass async_req=True
882
882
 
@@ -887,9 +887,9 @@ class PortfolioGroupsApi:
887
887
  :type scope: str
888
888
  :param code: The code of the group to delete properties from. Together with the scope this uniquely identifies the group. (required)
889
889
  :type code: str
890
- :param request_body: 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. (required)
890
+ :param request_body: 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. (required)
891
891
  :type request_body: List[str]
892
- :param effective_at: 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.
892
+ :param effective_at: 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.
893
893
  :type effective_at: str
894
894
  :param async_req: Whether to execute the request asynchronously.
895
895
  :type async_req: bool, optional
@@ -1022,7 +1022,7 @@ class PortfolioGroupsApi:
1022
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
1023
1023
  """[EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry # noqa: E501
1024
1024
 
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
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
1026
1026
  This method makes a synchronous HTTP request by default. To make an
1027
1027
  asynchronous HTTP request, please pass async_req=True
1028
1028
 
@@ -1061,7 +1061,7 @@ class PortfolioGroupsApi:
1061
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
1062
1062
  """[EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry # noqa: E501
1063
1063
 
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
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
1065
1065
  This method makes a synchronous HTTP request by default. To make an
1066
1066
  asynchronous HTTP request, please pass async_req=True
1067
1067
 
@@ -1393,7 +1393,7 @@ class PortfolioGroupsApi:
1393
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
1394
1394
  """[EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group # noqa: E501
1395
1395
 
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
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
1397
1397
  This method makes a synchronous HTTP request by default. To make an
1398
1398
  asynchronous HTTP request, please pass async_req=True
1399
1399
 
@@ -1426,7 +1426,7 @@ class PortfolioGroupsApi:
1426
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
1427
1427
  """[EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group # noqa: E501
1428
1428
 
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
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
1430
1430
  This method makes a synchronous HTTP request by default. To make an
1431
1431
  asynchronous HTTP request, please pass async_req=True
1432
1432
 
@@ -1726,15 +1726,15 @@ class PortfolioGroupsApi:
1726
1726
 
1727
1727
 
1728
1728
  @overload
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
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
1730
1730
  ...
1731
1731
 
1732
1732
  @overload
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
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
1734
1734
  ...
1735
1735
 
1736
1736
  @validate_arguments
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
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
1738
1738
  """[EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group # noqa: E501
1739
1739
 
1740
1740
  Get an A2B report for all Transaction Portfolios within the given portfolio group. # noqa: E501
@@ -1746,21 +1746,21 @@ class PortfolioGroupsApi:
1746
1746
 
1747
1747
  :param scope: The scope of the group to retrieve the A2B report for. (required)
1748
1748
  :type scope: str
1749
- :param code: The code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group. (required)
1749
+ :param code: The code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group. (required)
1750
1750
  :type code: str
1751
- :param from_effective_at: 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. (required)
1751
+ :param from_effective_at: 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. (required)
1752
1752
  :type from_effective_at: str
1753
- :param to_effective_at: 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. (required)
1753
+ :param to_effective_at: 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. (required)
1754
1754
  :type to_effective_at: str
1755
- :param as_at: The asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified.
1755
+ :param as_at: The asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified.
1756
1756
  :type as_at: datetime
1757
1757
  :param recipe_id_scope: The scope of the given recipeId
1758
1758
  :type recipe_id_scope: str
1759
1759
  :param recipe_id_code: The code of the given recipeId
1760
1760
  :type recipe_id_code: str
1761
- :param property_keys: 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\".
1761
+ :param property_keys: 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\".
1762
1762
  :type property_keys: List[str]
1763
- :param filter: Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.
1763
+ :param filter: Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.
1764
1764
  :type filter: str
1765
1765
  :param async_req: Whether to execute the request asynchronously.
1766
1766
  :type async_req: bool, optional
@@ -1781,7 +1781,7 @@ class PortfolioGroupsApi:
1781
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
1782
1782
 
1783
1783
  @validate_arguments
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
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
1785
1785
  """[EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group # noqa: E501
1786
1786
 
1787
1787
  Get an A2B report for all Transaction Portfolios within the given portfolio group. # noqa: E501
@@ -1793,21 +1793,21 @@ class PortfolioGroupsApi:
1793
1793
 
1794
1794
  :param scope: The scope of the group to retrieve the A2B report for. (required)
1795
1795
  :type scope: str
1796
- :param code: The code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group. (required)
1796
+ :param code: The code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group. (required)
1797
1797
  :type code: str
1798
- :param from_effective_at: 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. (required)
1798
+ :param from_effective_at: 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. (required)
1799
1799
  :type from_effective_at: str
1800
- :param to_effective_at: 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. (required)
1800
+ :param to_effective_at: 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. (required)
1801
1801
  :type to_effective_at: str
1802
- :param as_at: The asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified.
1802
+ :param as_at: The asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified.
1803
1803
  :type as_at: datetime
1804
1804
  :param recipe_id_scope: The scope of the given recipeId
1805
1805
  :type recipe_id_scope: str
1806
1806
  :param recipe_id_code: The code of the given recipeId
1807
1807
  :type recipe_id_code: str
1808
- :param property_keys: 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\".
1808
+ :param property_keys: 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\".
1809
1809
  :type property_keys: List[str]
1810
- :param filter: Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.
1810
+ :param filter: Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.
1811
1811
  :type filter: str
1812
1812
  :param async_req: Whether to execute the request asynchronously.
1813
1813
  :type async_req: bool, optional
@@ -2125,15 +2125,15 @@ class PortfolioGroupsApi:
2125
2125
 
2126
2126
 
2127
2127
  @overload
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
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
2129
2129
  ...
2130
2130
 
2131
2131
  @overload
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
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
2133
2133
  ...
2134
2134
 
2135
2135
  @validate_arguments
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
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
2137
2137
  """GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group # noqa: E501
2138
2138
 
2139
2139
  Get the holdings of transaction portfolios in specified portfolio group. # noqa: E501
@@ -2145,17 +2145,17 @@ class PortfolioGroupsApi:
2145
2145
 
2146
2146
  :param scope: The scope of the portfolio group. (required)
2147
2147
  :type scope: str
2148
- :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
2148
+ :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
2149
2149
  :type code: str
2150
- :param effective_at: 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.
2150
+ :param effective_at: 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.
2151
2151
  :type effective_at: str
2152
- :param as_at: 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.
2152
+ :param as_at: 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.
2153
2153
  :type as_at: datetime
2154
2154
  :param filter: Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.
2155
2155
  :type filter: str
2156
- :param property_keys: 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\".
2156
+ :param property_keys: 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\".
2157
2157
  :type property_keys: List[str]
2158
- :param by_taxlots: Whether or not to expand the holdings to return the underlying tax-lots. Defaults to False.
2158
+ :param by_taxlots: Whether or not to expand the holdings to return the underlying tax-lots. Defaults to False.
2159
2159
  :type by_taxlots: bool
2160
2160
  :param include_settlement_events_after_days: Number of days ahead to bring back settlements from, in relation to the specified effectiveAt
2161
2161
  :type include_settlement_events_after_days: int
@@ -2178,7 +2178,7 @@ class PortfolioGroupsApi:
2178
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
2179
2179
 
2180
2180
  @validate_arguments
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
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
2182
2182
  """GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group # noqa: E501
2183
2183
 
2184
2184
  Get the holdings of transaction portfolios in specified portfolio group. # noqa: E501
@@ -2190,17 +2190,17 @@ class PortfolioGroupsApi:
2190
2190
 
2191
2191
  :param scope: The scope of the portfolio group. (required)
2192
2192
  :type scope: str
2193
- :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
2193
+ :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
2194
2194
  :type code: str
2195
- :param effective_at: 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.
2195
+ :param effective_at: 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.
2196
2196
  :type effective_at: str
2197
- :param as_at: 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.
2197
+ :param as_at: 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.
2198
2198
  :type as_at: datetime
2199
2199
  :param filter: Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.
2200
2200
  :type filter: str
2201
- :param property_keys: 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\".
2201
+ :param property_keys: 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\".
2202
2202
  :type property_keys: List[str]
2203
- :param by_taxlots: Whether or not to expand the holdings to return the underlying tax-lots. Defaults to False.
2203
+ :param by_taxlots: Whether or not to expand the holdings to return the underlying tax-lots. Defaults to False.
2204
2204
  :type by_taxlots: bool
2205
2205
  :param include_settlement_events_after_days: Number of days ahead to bring back settlements from, in relation to the specified effectiveAt
2206
2206
  :type include_settlement_events_after_days: int
@@ -2337,15 +2337,15 @@ class PortfolioGroupsApi:
2337
2337
 
2338
2338
 
2339
2339
  @overload
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
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
2341
2341
  ...
2342
2342
 
2343
2343
  @overload
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
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
2345
2345
  ...
2346
2346
 
2347
2347
  @validate_arguments
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
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
2349
2349
  """GetPortfolioGroup: Get portfolio group # noqa: E501
2350
2350
 
2351
2351
  Retrieve the definition of a single portfolio group. # noqa: E501
@@ -2357,15 +2357,15 @@ class PortfolioGroupsApi:
2357
2357
 
2358
2358
  :param scope: The scope of the portfolio group to retrieve the definition for. (required)
2359
2359
  :type scope: str
2360
- :param code: The code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group. (required)
2360
+ :param code: The code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group. (required)
2361
2361
  :type code: str
2362
2362
  :param effective_at: The effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified.
2363
2363
  :type effective_at: str
2364
- :param as_at: 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.
2364
+ :param as_at: 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.
2365
2365
  :type as_at: datetime
2366
- :param related_entity_property_keys: 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'.
2366
+ :param related_entity_property_keys: 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'.
2367
2367
  :type related_entity_property_keys: List[str]
2368
- :param relationship_definition_ids: 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}.
2368
+ :param relationship_definition_ids: 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}.
2369
2369
  :type relationship_definition_ids: List[str]
2370
2370
  :param async_req: Whether to execute the request asynchronously.
2371
2371
  :type async_req: bool, optional
@@ -2386,7 +2386,7 @@ class PortfolioGroupsApi:
2386
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
2387
2387
 
2388
2388
  @validate_arguments
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
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
2390
2390
  """GetPortfolioGroup: Get portfolio group # noqa: E501
2391
2391
 
2392
2392
  Retrieve the definition of a single portfolio group. # noqa: E501
@@ -2398,15 +2398,15 @@ class PortfolioGroupsApi:
2398
2398
 
2399
2399
  :param scope: The scope of the portfolio group to retrieve the definition for. (required)
2400
2400
  :type scope: str
2401
- :param code: The code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group. (required)
2401
+ :param code: The code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group. (required)
2402
2402
  :type code: str
2403
2403
  :param effective_at: The effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified.
2404
2404
  :type effective_at: str
2405
- :param as_at: 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.
2405
+ :param as_at: 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.
2406
2406
  :type as_at: datetime
2407
- :param related_entity_property_keys: 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'.
2407
+ :param related_entity_property_keys: 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'.
2408
2408
  :type related_entity_property_keys: List[str]
2409
- :param relationship_definition_ids: 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}.
2409
+ :param relationship_definition_ids: 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}.
2410
2410
  :type relationship_definition_ids: List[str]
2411
2411
  :param async_req: Whether to execute the request asynchronously.
2412
2412
  :type async_req: bool, optional
@@ -2545,7 +2545,7 @@ class PortfolioGroupsApi:
2545
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
2546
2546
  """[EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group # noqa: E501
2547
2547
 
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
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
2549
2549
  This method makes a synchronous HTTP request by default. To make an
2550
2550
  asynchronous HTTP request, please pass async_req=True
2551
2551
 
@@ -2584,7 +2584,7 @@ class PortfolioGroupsApi:
2584
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
2585
2585
  """[EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group # noqa: E501
2586
2586
 
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
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
2588
2588
  This method makes a synchronous HTTP request by default. To make an
2589
2589
  asynchronous HTTP request, please pass async_req=True
2590
2590
 
@@ -2721,15 +2721,15 @@ class PortfolioGroupsApi:
2721
2721
 
2722
2722
 
2723
2723
  @overload
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
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
2725
2725
  ...
2726
2726
 
2727
2727
  @overload
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
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
2729
2729
  ...
2730
2730
 
2731
2731
  @validate_arguments
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
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
2733
2733
  """GetPortfolioGroupCommands: Get portfolio group commands # noqa: E501
2734
2734
 
2735
2735
  Gets all the commands that modified a single portfolio group. # noqa: E501
@@ -2747,7 +2747,7 @@ class PortfolioGroupsApi:
2747
2747
  :type from_as_at: datetime
2748
2748
  :param to_as_at: The upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is not specified.
2749
2749
  :type to_as_at: datetime
2750
- :param filter: 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.
2750
+ :param filter: 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.
2751
2751
  :type filter: str
2752
2752
  :param async_req: Whether to execute the request asynchronously.
2753
2753
  :type async_req: bool, optional
@@ -2768,7 +2768,7 @@ class PortfolioGroupsApi:
2768
2768
  return self.get_portfolio_group_commands_with_http_info(scope, code, from_as_at, to_as_at, filter, **kwargs) # noqa: E501
2769
2769
 
2770
2770
  @validate_arguments
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
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
2772
2772
  """GetPortfolioGroupCommands: Get portfolio group commands # noqa: E501
2773
2773
 
2774
2774
  Gets all the commands that modified a single portfolio group. # noqa: E501
@@ -2786,7 +2786,7 @@ class PortfolioGroupsApi:
2786
2786
  :type from_as_at: datetime
2787
2787
  :param to_as_at: The upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is not specified.
2788
2788
  :type to_as_at: datetime
2789
- :param filter: 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.
2789
+ :param filter: 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.
2790
2790
  :type filter: str
2791
2791
  :param async_req: Whether to execute the request asynchronously.
2792
2792
  :type async_req: bool, optional
@@ -2911,15 +2911,15 @@ class PortfolioGroupsApi:
2911
2911
 
2912
2912
 
2913
2913
  @overload
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
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
2915
2915
  ...
2916
2916
 
2917
2917
  @overload
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
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
2919
2919
  ...
2920
2920
 
2921
2921
  @validate_arguments
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
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
2923
2923
  """[EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion # noqa: E501
2924
2924
 
2925
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
@@ -2931,7 +2931,7 @@ class PortfolioGroupsApi:
2931
2931
 
2932
2932
  :param scope: The scope of the portfolio group to expand. (required)
2933
2933
  :type scope: str
2934
- :param code: The code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand. (required)
2934
+ :param code: The code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand. (required)
2935
2935
  :type code: str
2936
2936
  :param effective_at: The effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified.
2937
2937
  :type effective_at: str
@@ -2958,7 +2958,7 @@ class PortfolioGroupsApi:
2958
2958
  return self.get_portfolio_group_expansion_with_http_info(scope, code, effective_at, as_at, property_filter, **kwargs) # noqa: E501
2959
2959
 
2960
2960
  @validate_arguments
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
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
2962
2962
  """[EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion # noqa: E501
2963
2963
 
2964
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
@@ -2970,7 +2970,7 @@ class PortfolioGroupsApi:
2970
2970
 
2971
2971
  :param scope: The scope of the portfolio group to expand. (required)
2972
2972
  :type scope: str
2973
- :param code: The code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand. (required)
2973
+ :param code: The code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand. (required)
2974
2974
  :type code: str
2975
2975
  :param effective_at: The effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified.
2976
2976
  :type effective_at: str
@@ -3278,15 +3278,15 @@ class PortfolioGroupsApi:
3278
3278
 
3279
3279
 
3280
3280
  @overload
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)], 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)], Field(description="When paginating, limit the number of returned results to this many.")] = None, **kwargs) -> ResourceListOfPropertyInterval: # noqa: E501
3282
3282
  ...
3283
3283
 
3284
3284
  @overload
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)], 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)], Field(description="When paginating, limit the number of returned results to this many.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfPropertyInterval: # noqa: E501
3286
3286
  ...
3287
3287
 
3288
3288
  @validate_arguments
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)], 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)], 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
3290
3290
  """[EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property # noqa: E501
3291
3291
 
3292
3292
  List the complete time series of a portfolio group property. # noqa: E501
@@ -3298,9 +3298,9 @@ class PortfolioGroupsApi:
3298
3298
 
3299
3299
  :param scope: The scope of the group. (required)
3300
3300
  :type scope: str
3301
- :param code: The code of the group. Together with the scope this uniquely identifies the portfolio group. (required)
3301
+ :param code: The code of the group. Together with the scope this uniquely identifies the portfolio group. (required)
3302
3302
  :type code: str
3303
- :param property_key: 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. (required)
3303
+ :param property_key: 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. (required)
3304
3304
  :type property_key: str
3305
3305
  :param portfolio_group_effective_at: The effective datetime used to resolve the portfolio group. Defaults to the current LUSID system datetime if not specified.
3306
3306
  :type portfolio_group_effective_at: str
@@ -3308,7 +3308,7 @@ class PortfolioGroupsApi:
3308
3308
  :type as_at: datetime
3309
3309
  :param filter: Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.
3310
3310
  :type filter: str
3311
- :param page: 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.
3311
+ :param page: 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.
3312
3312
  :type page: str
3313
3313
  :param limit: When paginating, limit the number of returned results to this many.
3314
3314
  :type limit: int
@@ -3331,7 +3331,7 @@ class PortfolioGroupsApi:
3331
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
3332
3332
 
3333
3333
  @validate_arguments
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)], 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)], Field(description="When paginating, limit the number of returned results to this many.")] = None, **kwargs) -> ApiResponse: # noqa: E501
3335
3335
  """[EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property # noqa: E501
3336
3336
 
3337
3337
  List the complete time series of a portfolio group property. # noqa: E501
@@ -3343,9 +3343,9 @@ class PortfolioGroupsApi:
3343
3343
 
3344
3344
  :param scope: The scope of the group. (required)
3345
3345
  :type scope: str
3346
- :param code: The code of the group. Together with the scope this uniquely identifies the portfolio group. (required)
3346
+ :param code: The code of the group. Together with the scope this uniquely identifies the portfolio group. (required)
3347
3347
  :type code: str
3348
- :param property_key: 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. (required)
3348
+ :param property_key: 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. (required)
3349
3349
  :type property_key: str
3350
3350
  :param portfolio_group_effective_at: The effective datetime used to resolve the portfolio group. Defaults to the current LUSID system datetime if not specified.
3351
3351
  :type portfolio_group_effective_at: str
@@ -3353,7 +3353,7 @@ class PortfolioGroupsApi:
3353
3353
  :type as_at: datetime
3354
3354
  :param filter: Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid.
3355
3355
  :type filter: str
3356
- :param page: 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.
3356
+ :param page: 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.
3357
3357
  :type page: str
3358
3358
  :param limit: When paginating, limit the number of returned results to this many.
3359
3359
  :type limit: int
@@ -3489,15 +3489,15 @@ class PortfolioGroupsApi:
3489
3489
 
3490
3490
 
3491
3491
  @overload
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
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
3493
3493
  ...
3494
3494
 
3495
3495
  @overload
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
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
3497
3497
  ...
3498
3498
 
3499
3499
  @validate_arguments
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
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
3501
3501
  """[EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group # noqa: E501
3502
3502
 
3503
3503
  Get relations for the specified Portfolio Group # noqa: E501
@@ -3509,7 +3509,7 @@ class PortfolioGroupsApi:
3509
3509
 
3510
3510
  :param scope: The scope of the portfolio group. (required)
3511
3511
  :type scope: str
3512
- :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
3512
+ :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
3513
3513
  :type code: str
3514
3514
  :param effective_at: The effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified.
3515
3515
  :type effective_at: str
@@ -3517,7 +3517,7 @@ class PortfolioGroupsApi:
3517
3517
  :type as_at: datetime
3518
3518
  :param filter: Expression to filter the relations. Users should provide null or empty string for this field until further notice.
3519
3519
  :type filter: str
3520
- :param identifier_types: 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.
3520
+ :param identifier_types: 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.
3521
3521
  :type identifier_types: List[str]
3522
3522
  :param async_req: Whether to execute the request asynchronously.
3523
3523
  :type async_req: bool, optional
@@ -3538,7 +3538,7 @@ class PortfolioGroupsApi:
3538
3538
  return self.get_portfolio_group_relations_with_http_info(scope, code, effective_at, as_at, filter, identifier_types, **kwargs) # noqa: E501
3539
3539
 
3540
3540
  @validate_arguments
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
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
3542
3542
  """[EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group # noqa: E501
3543
3543
 
3544
3544
  Get relations for the specified Portfolio Group # noqa: E501
@@ -3550,7 +3550,7 @@ class PortfolioGroupsApi:
3550
3550
 
3551
3551
  :param scope: The scope of the portfolio group. (required)
3552
3552
  :type scope: str
3553
- :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
3553
+ :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
3554
3554
  :type code: str
3555
3555
  :param effective_at: The effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified.
3556
3556
  :type effective_at: str
@@ -3558,7 +3558,7 @@ class PortfolioGroupsApi:
3558
3558
  :type as_at: datetime
3559
3559
  :param filter: Expression to filter the relations. Users should provide null or empty string for this field until further notice.
3560
3560
  :type filter: str
3561
- :param identifier_types: 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.
3561
+ :param identifier_types: 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.
3562
3562
  :type identifier_types: List[str]
3563
3563
  :param async_req: Whether to execute the request asynchronously.
3564
3564
  :type async_req: bool, optional
@@ -3685,15 +3685,15 @@ class PortfolioGroupsApi:
3685
3685
 
3686
3686
 
3687
3687
  @overload
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
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
3689
3689
  ...
3690
3690
 
3691
3691
  @overload
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
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
3693
3693
  ...
3694
3694
 
3695
3695
  @validate_arguments
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
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
3697
3697
  """[EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group # noqa: E501
3698
3698
 
3699
3699
  Get relationships for the specified Portfolio Group # noqa: E501
@@ -3705,7 +3705,7 @@ class PortfolioGroupsApi:
3705
3705
 
3706
3706
  :param scope: The scope of the portfolio group. (required)
3707
3707
  :type scope: str
3708
- :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
3708
+ :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
3709
3709
  :type code: str
3710
3710
  :param effective_at: The effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified.
3711
3711
  :type effective_at: str
@@ -3713,7 +3713,7 @@ class PortfolioGroupsApi:
3713
3713
  :type as_at: datetime
3714
3714
  :param filter: Expression to filter relationships. Users should provide null or empty string for this field until further notice.
3715
3715
  :type filter: str
3716
- :param identifier_types: 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.
3716
+ :param identifier_types: 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.
3717
3717
  :type identifier_types: List[str]
3718
3718
  :param async_req: Whether to execute the request asynchronously.
3719
3719
  :type async_req: bool, optional
@@ -3734,7 +3734,7 @@ class PortfolioGroupsApi:
3734
3734
  return self.get_portfolio_group_relationships_with_http_info(scope, code, effective_at, as_at, filter, identifier_types, **kwargs) # noqa: E501
3735
3735
 
3736
3736
  @validate_arguments
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
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
3738
3738
  """[EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group # noqa: E501
3739
3739
 
3740
3740
  Get relationships for the specified Portfolio Group # noqa: E501
@@ -3746,7 +3746,7 @@ class PortfolioGroupsApi:
3746
3746
 
3747
3747
  :param scope: The scope of the portfolio group. (required)
3748
3748
  :type scope: str
3749
- :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
3749
+ :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
3750
3750
  :type code: str
3751
3751
  :param effective_at: The effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified.
3752
3752
  :type effective_at: str
@@ -3754,7 +3754,7 @@ class PortfolioGroupsApi:
3754
3754
  :type as_at: datetime
3755
3755
  :param filter: Expression to filter relationships. Users should provide null or empty string for this field until further notice.
3756
3756
  :type filter: str
3757
- :param identifier_types: 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.
3757
+ :param identifier_types: 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.
3758
3758
  :type identifier_types: List[str]
3759
3759
  :param async_req: Whether to execute the request asynchronously.
3760
3760
  :type async_req: bool, optional
@@ -3881,18 +3881,18 @@ class PortfolioGroupsApi:
3881
3881
 
3882
3882
 
3883
3883
  @overload
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
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
3885
3885
  ...
3886
3886
 
3887
3887
  @overload
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
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
3889
3889
  ...
3890
3890
 
3891
3891
  @validate_arguments
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
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
3893
3893
  """GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group # noqa: E501
3894
3894
 
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
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
3896
3896
  This method makes a synchronous HTTP request by default. To make an
3897
3897
  asynchronous HTTP request, please pass async_req=True
3898
3898
 
@@ -3901,23 +3901,23 @@ class PortfolioGroupsApi:
3901
3901
 
3902
3902
  :param scope: The scope of the portfolio group. (required)
3903
3903
  :type scope: str
3904
- :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
3904
+ :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
3905
3905
  :type code: str
3906
- :param from_transaction_date: 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.
3906
+ :param from_transaction_date: 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.
3907
3907
  :type from_transaction_date: str
3908
- :param to_transaction_date: The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified.
3908
+ :param to_transaction_date: The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified.
3909
3909
  :type to_transaction_date: str
3910
- :param as_at: The asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified.
3910
+ :param as_at: The asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified.
3911
3911
  :type as_at: datetime
3912
- :param filter: 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.
3912
+ :param filter: 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.
3913
3913
  :type filter: str
3914
- :param property_keys: 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\".
3914
+ :param property_keys: 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\".
3915
3915
  :type property_keys: List[str]
3916
3916
  :param limit: When paginating, limit the number of returned results to this many. Defaults to 100 if not specified.
3917
3917
  :type limit: int
3918
3918
  :param page: The pagination token to use to continue listing transactions from a previous call to GetTransactions.
3919
3919
  :type page: str
3920
- :param show_cancelled_transactions: Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.
3920
+ :param show_cancelled_transactions: Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.
3921
3921
  :type show_cancelled_transactions: bool
3922
3922
  :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".
3923
3923
  :type sort_by: List[str]
@@ -3940,10 +3940,10 @@ class PortfolioGroupsApi:
3940
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
3941
3941
 
3942
3942
  @validate_arguments
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
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
3944
3944
  """GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group # noqa: E501
3945
3945
 
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
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
3947
3947
  This method makes a synchronous HTTP request by default. To make an
3948
3948
  asynchronous HTTP request, please pass async_req=True
3949
3949
 
@@ -3952,23 +3952,23 @@ class PortfolioGroupsApi:
3952
3952
 
3953
3953
  :param scope: The scope of the portfolio group. (required)
3954
3954
  :type scope: str
3955
- :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
3955
+ :param code: The code of the portfolio group. Together with the scope this uniquely identifies the portfolio group. (required)
3956
3956
  :type code: str
3957
- :param from_transaction_date: 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.
3957
+ :param from_transaction_date: 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.
3958
3958
  :type from_transaction_date: str
3959
- :param to_transaction_date: The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified.
3959
+ :param to_transaction_date: The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified.
3960
3960
  :type to_transaction_date: str
3961
- :param as_at: The asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified.
3961
+ :param as_at: The asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified.
3962
3962
  :type as_at: datetime
3963
- :param filter: 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.
3963
+ :param filter: 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.
3964
3964
  :type filter: str
3965
- :param property_keys: 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\".
3965
+ :param property_keys: 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\".
3966
3966
  :type property_keys: List[str]
3967
3967
  :param limit: When paginating, limit the number of returned results to this many. Defaults to 100 if not specified.
3968
3968
  :type limit: int
3969
3969
  :param page: The pagination token to use to continue listing transactions from a previous call to GetTransactions.
3970
3970
  :type page: str
3971
- :param show_cancelled_transactions: Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.
3971
+ :param show_cancelled_transactions: Option to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified.
3972
3972
  :type show_cancelled_transactions: bool
3973
3973
  :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".
3974
3974
  :type sort_by: List[str]
@@ -4118,15 +4118,15 @@ class PortfolioGroupsApi:
4118
4118
 
4119
4119
 
4120
4120
  @overload
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)], 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
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)], 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
4122
4122
  ...
4123
4123
 
4124
4124
  @overload
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)], 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
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)], 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
4126
4126
  ...
4127
4127
 
4128
4128
  @validate_arguments
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)], 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
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)], 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
4130
4130
  """ListPortfolioGroups: List portfolio groups # noqa: E501
4131
4131
 
4132
4132
  List all the portfolio groups in a single scope. # noqa: E501
@@ -4142,17 +4142,17 @@ class PortfolioGroupsApi:
4142
4142
  :type effective_at: str
4143
4143
  :param as_at: The asAt datetime at which to list the portfolio groups. Defaults to return the latest version of each portfolio group if not specified.
4144
4144
  :type as_at: datetime
4145
- :param page: 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.
4145
+ :param page: 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.
4146
4146
  :type page: str
4147
4147
  :param limit: When paginating, limit the number of returned results to this many. Defaults to no limit if not specified.
4148
4148
  :type limit: int
4149
- :param filter: 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.
4149
+ :param filter: 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.
4150
4150
  :type filter: str
4151
4151
  :param sort_by: A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\"
4152
4152
  :type sort_by: List[str]
4153
- :param related_entity_property_keys: 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'.
4153
+ :param related_entity_property_keys: 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'.
4154
4154
  :type related_entity_property_keys: List[str]
4155
- :param relationship_definition_ids: 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}.
4155
+ :param relationship_definition_ids: 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}.
4156
4156
  :type relationship_definition_ids: List[str]
4157
4157
  :param async_req: Whether to execute the request asynchronously.
4158
4158
  :type async_req: bool, optional
@@ -4173,7 +4173,7 @@ class PortfolioGroupsApi:
4173
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
4174
4174
 
4175
4175
  @validate_arguments
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)], 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
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)], 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
4177
4177
  """ListPortfolioGroups: List portfolio groups # noqa: E501
4178
4178
 
4179
4179
  List all the portfolio groups in a single scope. # noqa: E501
@@ -4189,17 +4189,17 @@ class PortfolioGroupsApi:
4189
4189
  :type effective_at: str
4190
4190
  :param as_at: The asAt datetime at which to list the portfolio groups. Defaults to return the latest version of each portfolio group if not specified.
4191
4191
  :type as_at: datetime
4192
- :param page: 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.
4192
+ :param page: 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.
4193
4193
  :type page: str
4194
4194
  :param limit: When paginating, limit the number of returned results to this many. Defaults to no limit if not specified.
4195
4195
  :type limit: int
4196
- :param filter: 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.
4196
+ :param filter: 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.
4197
4197
  :type filter: str
4198
4198
  :param sort_by: A list of field names to sort by, each suffixed by \" ASC\" or \" DESC\"
4199
4199
  :type sort_by: List[str]
4200
- :param related_entity_property_keys: 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'.
4200
+ :param related_entity_property_keys: 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'.
4201
4201
  :type related_entity_property_keys: List[str]
4202
- :param relationship_definition_ids: 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}.
4202
+ :param relationship_definition_ids: 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}.
4203
4203
  :type relationship_definition_ids: List[str]
4204
4204
  :param async_req: Whether to execute the request asynchronously.
4205
4205
  :type async_req: bool, optional
@@ -4351,7 +4351,7 @@ class PortfolioGroupsApi:
4351
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
4352
4352
  """[EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. # noqa: E501
4353
4353
 
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
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
4355
4355
  This method makes a synchronous HTTP request by default. To make an
4356
4356
  asynchronous HTTP request, please pass async_req=True
4357
4357
 
@@ -4390,7 +4390,7 @@ class PortfolioGroupsApi:
4390
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
4391
4391
  """[EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. # noqa: E501
4392
4392
 
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
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
4394
4394
  This method makes a synchronous HTTP request by default. To make an
4395
4395
  asynchronous HTTP request, please pass async_req=True
4396
4396
 
@@ -4545,7 +4545,7 @@ class PortfolioGroupsApi:
4545
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
4546
4546
  """[EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group # noqa: E501
4547
4547
 
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
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
4549
4549
  This method makes a synchronous HTTP request by default. To make an
4550
4550
  asynchronous HTTP request, please pass async_req=True
4551
4551
 
@@ -4582,7 +4582,7 @@ class PortfolioGroupsApi:
4582
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
4583
4583
  """[EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group # noqa: E501
4584
4584
 
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
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
4586
4586
  This method makes a synchronous HTTP request by default. To make an
4587
4587
  asynchronous HTTP request, please pass async_req=True
4588
4588
 
@@ -4717,18 +4717,18 @@ class PortfolioGroupsApi:
4717
4717
 
4718
4718
 
4719
4719
  @overload
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
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
4721
4721
  ...
4722
4722
 
4723
4723
  @overload
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
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
4725
4725
  ...
4726
4726
 
4727
4727
  @validate_arguments
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
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
4729
4729
  """[EARLY ACCESS] UpsertGroupProperties: Upsert group properties # noqa: E501
4730
4730
 
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
+ 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
4732
4732
  This method makes a synchronous HTTP request by default. To make an
4733
4733
  asynchronous HTTP request, please pass async_req=True
4734
4734
 
@@ -4739,7 +4739,7 @@ class PortfolioGroupsApi:
4739
4739
  :type scope: str
4740
4740
  :param code: The code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group. (required)
4741
4741
  :type code: str
4742
- :param request_body: 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\".
4742
+ :param request_body: 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\".
4743
4743
  :type request_body: Dict[str, ModelProperty]
4744
4744
  :param async_req: Whether to execute the request asynchronously.
4745
4745
  :type async_req: bool, optional
@@ -4760,10 +4760,10 @@ class PortfolioGroupsApi:
4760
4760
  return self.upsert_group_properties_with_http_info(scope, code, request_body, **kwargs) # noqa: E501
4761
4761
 
4762
4762
  @validate_arguments
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
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
4764
4764
  """[EARLY ACCESS] UpsertGroupProperties: Upsert group properties # noqa: E501
4765
4765
 
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
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
4767
4767
  This method makes a synchronous HTTP request by default. To make an
4768
4768
  asynchronous HTTP request, please pass async_req=True
4769
4769
 
@@ -4774,7 +4774,7 @@ class PortfolioGroupsApi:
4774
4774
  :type scope: str
4775
4775
  :param code: The code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group. (required)
4776
4776
  :type code: str
4777
- :param request_body: 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\".
4777
+ :param request_body: 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\".
4778
4778
  :type request_body: Dict[str, ModelProperty]
4779
4779
  :param async_req: Whether to execute the request asynchronously.
4780
4780
  :type async_req: bool, optional
@@ -4903,7 +4903,7 @@ class PortfolioGroupsApi:
4903
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
4904
4904
  """UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. # noqa: E501
4905
4905
 
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
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
4907
4907
  This method makes a synchronous HTTP request by default. To make an
4908
4908
  asynchronous HTTP request, please pass async_req=True
4909
4909
 
@@ -4944,7 +4944,7 @@ class PortfolioGroupsApi:
4944
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
4945
4945
  """UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. # noqa: E501
4946
4946
 
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
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
4948
4948
  This method makes a synchronous HTTP request by default. To make an
4949
4949
  asynchronous HTTP request, please pass async_req=True
4950
4950