Commit 19a331a
Add Ledger API, Document Management, and Search endpoints to client library (#70)
## Summary
This PR introduces comprehensive client library support for the Ledger
API, Document Management, and Search functionality. It adds 40 new files
(6,629 lines) spanning API endpoint definitions, data models, and a
high-level `DocumentClient` extension for simplified document
operations.
## Key Accomplishments
### Ledger API (`api/ledger/`)
- **Account management**: List ledger accounts with filtering, retrieve
account tree hierarchy
- **Transaction support**: List and retrieve ledger transactions with
pagination and filtering
- **Financial reporting**: Get ledger summary and trial balance data
- New models: `AccountResponse`, `AccountTreeNode`,
`LedgerEntryResponse`, `LedgerLineItemResponse`,
`LedgerSummaryResponse`, `LedgerTransactionDetailResponse`,
`LedgerTransactionSummaryResponse`, `TrialBalanceRow`, and associated
list/response wrappers
- Added `account_type` field to `AccountResponse`, `AccountTreeNode`,
and `TrialBalanceRow` models
### Document Management (`api/documents/`)
- **CRUD operations**: Upload (single and bulk), list, and delete
documents
- **`DocumentClient` extension**: High-level client that wraps raw API
endpoints for ergonomic document management, integrated into
`RoboSystemsExtensions`
- New models: `DocumentListItem`, `DocumentUploadRequest`,
`BulkDocumentUploadRequest`, and corresponding response models including
error handling types
### Search API (`api/search/`)
- **Document search**: Full search capability with `SearchRequest` model
supporting additional filtering options
- **Section retrieval**: Fetch specific document sections by ID
- New models: `SearchHit`, `SearchRequest`, `SearchResponse`,
`DocumentSection`
### Shared Infrastructure
- `PaginationInfo` model for consistent paginated responses across all
endpoints
- All models registered in `models/__init__.py` for clean public API
surface
## Breaking Changes
None. This is a purely additive feature branch — no existing files were
removed or had breaking modifications. The only modified files
(`extensions.py` and `models/__init__.py`) received additive changes
(new imports/registrations).
## Testing Notes
- Verify that all new API endpoints correctly serialize/deserialize
requests and responses against the live or mocked API
- Test `DocumentClient` extension methods (upload, bulk upload, list,
delete) end-to-end
- Validate ledger filtering and pagination parameters are properly
passed through to API calls
- Confirm `SearchRequest` additional filtering options work as expected
- Ensure the `account_type` field is correctly populated across account
and trial balance models
## Infrastructure Considerations
- This significantly expands the client library's API surface —
documentation should be updated to cover the new Ledger, Document, and
Search modules
- The bulk upload endpoint may require attention to payload size limits
and timeout configurations
- New API endpoints imply corresponding backend services must be
deployed and available before client consumers adopt this version
---
🤖 Generated with [Claude Code](https://claude.ai/code)
**Branch Info:**
- Source: `feature/ledger-api`
- Target: `main`
- Type: feature
Co-Authored-By: Claude <noreply@anthropic.com>File tree
42 files changed
+6629
-0
lines changed- robosystems_client
- api
- documents
- ledger
- search
- extensions
- models
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