Release v0.2.40

RoboSystems Python SDK v0.2.40

This release introduces a comprehensive set of Investor API endpoints for managing portfolios, positions, and securities within the robosystems client.

Summary

Version 0.2.40 adds a new investor API module with full CRUD operations for portfolios, positions, and securities, along with supporting data models for requests and responses.

✨ New Features

• Portfolio Management — Create, read, update, delete, and list portfolios via new investor API endpoints
• Position Management — Full CRUD and list support for investment positions, including a dedicated holdings list endpoint
• Security Management — Create, read, update, delete, and list securities with support for structured security terms
• Holdings View — New list_holdings endpoint with HoldingResponse and HoldingSecuritySummary models for aggregated portfolio holdings data

📦 New Models

• CreatePortfolioRequest, PortfolioResponse, PortfolioListResponse
• CreatePositionRequest, PositionResponse, PositionListResponse
• CreateSecurityRequest, SecurityResponse, SecurityListResponse
• HoldingResponse, HoldingSecuritySummary, HoldingsListResponse
• UpdatePortfolioRequest, UpdatePositionRequest, UpdateSecurityRequest
• Security terms models: CreateSecurityRequestTerms, SecurityResponseTerms, UpdateSecurityRequestTermsType0

⚠️ Breaking Changes

• None identified. This release is additive.

🔧 Notable Technical Changes

• New robosystems_client/api/investor/ subpackage with 16 endpoint modules
• 17 new data models added under robosystems_client/models/
• Models __init__.py updated to export all new types
• Minor modification to create_subgraph.py (existing subgraphs API)

🐛 Bug Fixes

• No bug fixes in this release.

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📊 Release Statistics

• Commits: 3
• Files Changed: 38
• Lines Added: 5841
• Lines Deleted: 14
• Previous Release: v0.2.39

🔗 Links

• Full Changelog: v0.2.39...v0.2.40
• All Releases: View all releases

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Release v0.2.39

RoboSystems Python SDK v0.2.39

This release introduces a comprehensive Report Builder API along with new Ledger and Report extension clients, significantly expanding the client's reporting and financial statement capabilities.

✨ New Features

• Report Builder API — Full suite of report management endpoints including create, get, list, delete, regenerate, and share operations (#74)
• Report Client — New ReportClient extension providing a high-level interface for interacting with the Report Builder API
• Ledger Client — New LedgerClient extension with create_mapping_structure method for ledger mapping workflows
• Statement Retrieval — New get_statement API endpoint for fetching financial statements
• Report Sharing — Dedicated share report workflow with structured request/response models

📦 New Models

• CreateReportRequest, ReportResponse, ReportListResponse — Core report CRUD models
• RegenerateReportRequest — Support for report regeneration
• ShareReportRequest, ShareReportResponse, ShareResultItem — Report sharing models
• StatementResponse, FactRowResponse — Financial statement and fact data models
• StructureSummary — Ledger structure summary representation
• ValidationCheckResponse — Validation check result model

🔧 Notable Technical Changes

• Extensions module updated to expose the new LedgerClient and ReportClient alongside existing extension clients
• All new models are registered in the models package __init__.py for clean import paths
• 24 files changed with 3,221 lines added — this is a purely additive release with no code removed

⚠️ Breaking Changes

None. This is a backward-compatible, additive release.

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📊 Release Statistics

• Commits: 5
• Files Changed: 24
• Lines Added: 3221
• Lines Deleted: 1
• Previous Release: v0.2.38

🔗 Links

• Full Changelog: v0.2.38...v0.2.39
• All Releases: View all releases

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Release v0.2.38

RoboSystems Python SDK v0.2.38

This release introduces a comprehensive taxonomy system with ledger mapping APIs, enabling account-to-taxonomy element mapping, reporting structures, and coverage analysis.

✨ New Features

• Taxonomy System (#73): Full taxonomy management including creating, listing, and retrieving taxonomies with support for different taxonomy types
• Ledger Mapping APIs: New suite of endpoints for mapping ledger accounts to taxonomy elements:
  • Create and delete mapping associations between accounts and taxonomy elements
  • Auto-map elements for automated mapping suggestions
  • View mapping coverage and detail reports
  • Retrieve mapped trial balances
  • List mapped and unmapped elements
• Reporting Structures: Support for creating and listing reporting structures with configurable structure types
• Reporting Taxonomy Endpoint: Retrieve full reporting taxonomy views via get_reporting_taxonomy

📖 Documentation & Model Updates

• Updated documentation for graph capabilities and subgraph support
• Expanded model imports to include all new taxonomy, structure, mapping, and element response models
• Minor updates to existing models: AccountResponse, AccountTreeNode, DocumentListItem, GraphSubscriptionTier, GraphTierInfo, and ListSubgraphsResponse

🔧 Technical Changes

• Added 26 new files (14 API endpoints + 12 models) supporting the taxonomy and mapping domain
• New request models with typed enums for association types, structure types, and taxonomy types (CreateAssociationRequest, CreateStructureRequest, CreateTaxonomyRequest)
• New response models for elements, structures, taxonomies, mapping coverage/detail, and suggested targets
• Minor modifications to list_mcp_tools and create_subgraph API modules

⚠️ Breaking Changes

• None identified. This release is additive with new APIs and models.

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📊 Release Statistics

• Commits: 4
• Files Changed: 41
• Lines Added: 4982
• Lines Deleted: 37
• Previous Release: v0.2.37

🔗 Links

• Full Changelog: v0.2.37...v0.2.38
• All Releases: View all releases

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Release v0.2.37

RoboSystems Python SDK v0.2.37

This release adds bulk document upload support for the knowledge base, along with a new pre-commit hook to improve development workflow.

✨ Features & Improvements

• Bulk document upload — DocumentClient now supports uploading multiple documents in a single operation, streamlining knowledge base population (#72)
• Updated DocumentListItem model — Extended to support the new bulk upload response structure

🔧 Developer Experience / Infrastructure

• Pre-commit hook added — A new .githooks/pre-commit hook has been introduced to enforce code quality checks before commits land in the repository

⚠️ Breaking Changes

None identified in this release.

🐛 Bug Fixes

No bug fixes in this release.

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📊 Release Statistics

• Commits: 3
• Files Changed: 4
• Lines Added: 55
• Lines Deleted: 1
• Previous Release: v0.2.36

🔗 Links

• Full Changelog: v0.2.36...v0.2.37
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Release v0.2.36

RoboSystems Python SDK v0.2.36

This release introduces ledger entity API support, adding endpoints and models for retrieving and updating ledger entities.

✨ Features

• Ledger Entity API endpoints — Added new get_ledger_entity and update_ledger_entity API endpoints, enabling full read/update support for ledger entities (#71)
• New models — Introduced LedgerEntityResponse and UpdateEntityRequest models to support the new ledger entity operations
• MaterializeRequest updates — Extended the MaterializeRequest class with additional fields/options

🔧 Technical Changes

• 4 new files added across API and model layers, reflecting a clean separation between endpoint logic and data models
• Model exports updated in models/__init__.py for seamless access to new types

⚠️ Breaking Changes

• None identified. This is a purely additive release.

🐛 Bug Fixes

• None in this release.

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📊 Release Statistics

• Commits: 3
• Files Changed: 7
• Lines Added: 1511
• Lines Deleted: 2
• Previous Release: v0.2.35

🔗 Links

• Full Changelog: v0.2.35...v0.2.36
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Release v0.2.35

RoboSystems Python SDK v0.2.35

This release significantly expands the client library with new API modules for Ledger, Document Management, and Search functionality, along with a comprehensive set of supporting data models.

✨ New Features

• Ledger API — Full suite of endpoints for account and transaction management, including account tree retrieval, trial balance, ledger summary, and transaction listing/detail (#70)
• Document Management API — New endpoints for uploading (single and bulk), listing, and deleting documents, plus a dedicated DocumentClient convenience class (#70)
• Search API — New endpoints for searching documents and retrieving individual document sections (#70)
• DocumentClient extension — High-level client added to RoboSystemsExtensions for streamlined document operations
• Enhanced filtering — DocumentClient and SearchRequest models now support additional filtering options for more precise queries

📦 New Data Models

Over 20 new models added, including AccountResponse, AccountTreeNode, TrialBalanceRow, LedgerTransactionDetailResponse, SearchRequest/SearchResponse, DocumentListItem, PaginationInfo, and bulk upload request/response types.

🔧 Improvements

• Added account_type field to AccountResponse, AccountTreeNode, and TrialBalanceRow models
• Enhanced UserResponse model with additional fields
• Updated shared repository documentation
• Added repository-level Claude settings configuration (#69)

⚠️ Breaking Changes

None expected. All changes are additive (new modules, models, and endpoints). Existing interfaces remain unchanged.

🏗️ Technical Notes

• 44 files changed with nearly all being new additions — this is a purely additive feature release
• DocumentClient was refactored to use API endpoints rather than direct implementation, aligning it with the generated client pattern

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📊 Release Statistics

• Commits: 9
• Files Changed: 44
• Lines Added: 6690
• Lines Deleted: 1
• Previous Release: v0.2.34

🔗 Links

• Full Changelog: v0.2.34...v0.2.35
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Release v0.2.34

RoboSystems Python SDK v0.2.34

This release adds the email_verified field to the user response model and includes documentation updates for shared repositories.

✨ Features & Improvements

• email_verified field added to UserResponse model — User responses now include an email_verified boolean, enabling clients to check email verification status. (#68)
• Updated shared repository documentation — Improved docs around shared repositories and the user response model for better developer clarity.

🔧 Technical Changes

• Updated API modules for graphs (get_graphs.py) and service offerings (get_service_offerings.py) — likely minor adjustments related to shared repo handling or model alignment.
• Version bump in pyproject.toml from 0.2.33 → 0.2.34.

⚠️ Breaking Changes

None. The new email_verified field is an additive change to UserResponse. Existing integrations should be unaffected, though consumers deserializing the response strictly may want to account for the new field.

🐛 Bug Fixes

No bug fixes in this release.

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📊 Release Statistics

• Commits: 3
• Files Changed: 4
• Lines Added: 20
• Lines Deleted: 11
• Previous Release: v0.2.33

🔗 Links

• Full Changelog: v0.2.33...v0.2.34
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Release v0.2.33

RoboSystems Python SDK v0.2.33

This release renames the upgrade_subscription API to change_repository_plan, better reflecting its broader functionality beyond just upgrades.

⚠️ Breaking Changes

• API Renamed: upgrade_subscription has been renamed to change_repository_plan (#67). All consumers of this endpoint must update their calls accordingly.
  • upgrade_subscription.py → change_repository_plan.py
  • Import paths under robosystems_client.api.subscriptions have changed.

Improvements

• Clearer naming convention: The new change_repository_plan name accurately represents that the API supports plan changes in general, not only upgrades.
• Documentation updates: Improved inline documentation in UpgradeSubscriptionRequest model for better clarity on field usage.

Technical Notes

• The UpgradeSubscriptionRequest model remains unchanged in name but received documentation refinements. A future release may align the model naming with the new API convention.
• This is a minor release with a small surface area (3 files changed), but the API rename constitutes a breaking change for existing integrations.

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📊 Release Statistics

• Commits: 3
• Files Changed: 3
• Lines Added: 60
• Lines Deleted: 24
• Previous Release: v0.2.32

🔗 Links

• Full Changelog: v0.2.32...v0.2.33
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Release v0.2.32

RoboSystems Python SDK v0.2.32

This release refactors the connections system, removes Plaid as a connection provider, and introduces a new View creation API.

Key Features & Improvements

• New View Creation API — Added create_view endpoint with supporting models (CreateViewRequest, ViewConfig, ViewAxisConfig) for programmatic view management
• Streamlined Connection System — Refactored connection-related endpoints and models for improved clarity and consistency
• Simplified View Builder Client — Removed element mapping references from ViewBuilderClient to streamline its functionality

⚠️ Breaking Changes

• Plaid integration removed — PlaidConnectionConfig and all Plaid-related models/references have been fully deleted. Users relying on Plaid connections must migrate to an alternative provider.
• ElementMappingClient removed — The element_mapping_client extension has been deleted. Functionality previously accessed through this client should now be handled via the updated ViewBuilderClient.
• Connection model changes — CreateConnectionRequestProvider, ConnectionProviderInfoProvider, and related enums/models have been updated; existing code referencing Plaid-specific provider types will break.
• SDK aliases refactored — Top-level imports in __init__.py and extensions/__init__.py have changed; verify your import paths.

Notable Technical Changes

• 25 files changed with a net reduction in code (924 added / 996 deleted), reflecting a cleaner, leaner SDK surface
• Plaid-specific model files were repurposed (renamed) into new View axis config models (ViewAxisConfigElementLabelsType0, ViewAxisConfigMemberLabelsType0)
• Connection options, listing, sync, and creation endpoints all updated to reflect the simplified provider model

Bug Fixes

• No explicit bug fixes in this release

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📊 Release Statistics

• Commits: 7
• Files Changed: 25
• Lines Added: 924
• Lines Deleted: 996
• Previous Release: v0.2.31

🔗 Links

• Full Changelog: v0.2.31...v0.2.32
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Release v0.2.31

RoboSystems Python SDK v0.2.31

This release introduces a comprehensive Connection Management API for integrating external data providers (Plaid, QuickBooks, SEC) and includes several model and terminology updates.

Key Features

• Connection Management API (#65): Full CRUD support for connections including creating, listing, retrieving, deleting, and syncing connections. Adds OAuth flow support with init and callback endpoints, plus connection options discovery.
• New provider integrations: Added configuration models for Plaid, QuickBooks, and SEC connection types with provider-specific settings (e.g., Plaid accounts/institutions, QuickBooks config).

⚠️ Breaking Changes

• Removed Organization Creation API (#62): The CreateOrgRequest model and its associated API endpoint have been removed. Users relying on programmatic org creation will need to update their integrations.
• Dimension terminology change: Cypher queries now reference Dimension instead of FactDimension — any custom queries using the old label will need to be updated.

Notable Technical Changes

• Model updates (#62): Enhanced DownloadQuota attributes; updated subgraph quota limits and backup retention period.
• Terminology updates (#64): README updated to reflect revised model terminology and copyright year (2025).
• CI/CD: Upgraded Claude model reference in create-pr and tag-release workflows (#63).

Bug Fixes

• Fixed dimension matching in Cypher queries to use the correct Dimension label.

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📊 Release Statistics

• Commits: 11
• Files Changed: 40
• Lines Added: 3834
• Lines Deleted: 105
• Previous Release: v0.2.30

🔗 Links

• Full Changelog: v0.2.30...v0.2.31
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