Release v0.1.17

RoboSystems Python SDK v0.1.17

This release focuses on authentication system improvements, production readiness enhancements, and development workflow automation.

Key Features & Improvements

• Enhanced Authentication System: Added comprehensive password management with forgot password, reset password, and email verification endpoints
• New Authentication Methods: Added SSO token generation and improved session management
• Production Readiness: Improved release automation and GitHub workflow enhancements
• Developer Experience: Enhanced feature branch creation with auto-stash functionality for uncommitted changes

⚠️ Breaking Changes

• Authentication API Refactor: Removed unused auth_token parameter across all API methods - update your integration code accordingly
• Session Management: Renamed refresh_session.py to refresh_auth_session.py - update imports if directly referencing this module

Technical Changes

• Code Cleanup: Significant refactoring resulted in net reduction of 198 lines of code while adding functionality
• Project Metadata: Updated author information from "Harbinger FinLab" to "RFS LLC" in project configuration
• Documentation: Improved README organization and clarity
• Licensing: Added LICENSE file to the repository

Bug Fixes

• Fixed tag-release workflow to properly accept branch references as input
• Resolved non-interactive feature branch creation issues in development scripts

Infrastructure & DevOps

• Enhanced GitHub Actions workflows for improved release process automation
• Streamlined pull request and release creation workflows
• Improved workflow naming conventions for better clarity

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📊 Release Statistics

• Commits: 13
• Files Changed: 98
• Lines Added: 1475
• Lines Deleted: 1673
• Previous Release: v0.1.16

🔗 Links

• Full Changelog: v0.1.16...v0.1.17
• All Releases: View all releases

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Release v0.1.16

RoboSystems Python SDK v0.1.16

This release introduces a comprehensive agent management system with new APIs for agent selection, execution, and batch processing capabilities.

Key Features & Improvements

• New Agent Management APIs: Added auto-select, batch processing, execute specific agent, get metadata, list agents, and recommend agent endpoints
• Enhanced Agent Models: Introduced AgentMode, SelectionCriteria, and comprehensive agent metadata support
• Batch Processing: New capability to process multiple queries through agents simultaneously
• Agent Recommendation System: Smart agent selection based on context and requirements
• Improved Credit Balance API: Enhanced to accept base_cost as both string and float types

Breaking Changes

⚠️ Removed query_financial_agent.py - Replaced by the new agent management system with more specific endpoint functions

Technical Changes

• Model Enhancements: Updated 20+ model classes with improved type definitions and new agent-related attributes
• SDK Generation Improvements: Enhanced justfile and VSCode tasks for better development workflow
• CI/CD Refinements: Improved PR creation workflow with sanitization and duplicate prevention
• Development Workflow: Streamlined VSCode tasks and removed GitHub Actions workflow for feature branch creation

Infrastructure

• Removed legacy GitHub Actions workflow (create-feature.yml)
• Enhanced PR creation automation with better conflict handling
• Improved local development tooling and task management

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📊 Release Statistics

• Commits: 12
• Files Changed: 49
• Lines Added: 3389
• Lines Deleted: 1027
• Previous Release: v0.1.15

🔗 Links

• Full Changelog: v0.1.15...v0.1.16
• All Releases: View all releases

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Release v0.1.15

RoboSystems Python SDK v0.1.15

This release focuses on streamlining development workflows and release management processes. Key improvements include enhanced GitHub Actions workflows and better tooling for feature development and publishing.

✨ New Features

• Added new feature branch creation workflow and tooling
• Introduced create-feature script for standardized feature development

🔧 Improvements

• Enhanced GitHub workflows for PR creation, releases, and publishing
• Streamlined release workflow to only stage necessary files during version bumps
• Updated VSCode tasks for improved development experience
• Improved justfile commands for better project management

🛠️ Technical Changes

• Refactored multiple GitHub Actions workflows for better reliability
• Updated workflow configurations across PR, release, and publishing processes
• Enhanced development tooling and automation scripts

This is primarily a maintenance release focused on improving developer experience and release automation.

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📊 Release Statistics

• Commits: 4
• Files Changed: 10
• Lines Added: 678
• Lines Deleted: 280
• Previous Release: v0.1.14

🔗 Links

• Full Changelog: v0.1.14...v0.1.15
• All Releases: View all releases

---

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Release v0.1.14

RoboSystems Python Client v0.1.14

Summary

Added comprehensive S3 data import functionality with asynchronous execution, progress tracking via Server-Sent Events (SSE), and enhanced error handling for long-running operations.

New Features

• CopyClient Extension: New dedicated client for managing S3 data import operations with progress monitoring
• Asynchronous Operation Support: Added SSE-based progress tracking for long-running data copy operations
• Enhanced HTTP Status Handling: Expanded support for various HTTP response statuses in the copy data API
• Operation Tracking: Integrated operation ID and SSE URL tracking for monitoring import progress

API Improvements

• Enhanced copy_data_to_graph endpoint with improved error handling and response management
• Updated CopyResponse model to include operation ID and SSE URL fields for progress tracking
• Improved S3CopyRequest model with clearer documentation and validation
• Added connection limits and timeout handling for SSE connections

Technical Changes

• Performance: Implemented asynchronous execution patterns for better handling of long-running operations
• Type Safety: Enhanced models with better type definitions for copy operations and response handling
• Error Handling: Comprehensive error handling for various HTTP response scenarios and connection issues
• Documentation: Updated extension documentation and improved code examples

Client Extensions

• New CopyClient class providing specialized methods for S3 data import workflows
• Enhanced extensions module with better organization and functionality separation
• Improved client initialization and configuration options

Files Modified

• 7 Python files updated with new functionality and improvements
• 1 configuration file updated
• 1 documentation file enhanced

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📊 Release Statistics

• Commits: 4
• Files Changed: 9
• Python Files Updated: 7
• Config Files Updated: 1
• Documentation Updated: 1
• Lines Added: 993
• Lines Deleted: 46
• Previous Release: v0.1.13

🔗 Links

• PyPI Package: robosystems-client
• Full Changelog: v0.1.13...v0.1.14
• All Releases: View all releases

🛠️ Installation

pip install robosystems-client
# or
uv add robosystems-client

---

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Release v0.1.13

RoboSystems Python Client v0.1.13

Release Summary

This release introduces new copy functionality for data transfer operations and restructures the API organization with improved billing, credits, and graph management modules for better clarity and consistency.

🚀 Key Features & Improvements

• New Copy API: Added comprehensive data copy functionality with support for S3 and DataFrame operations
• Enhanced Graph Management: Introduced dedicated graph limits API for better resource monitoring
• Restructured API Organization: Reorganized billing, credits, and graph status modules for improved developer experience
• Improved Backup Operations: Refactored backup endpoints to use pluralized URLs for REST compliance
• Enhanced Subgraph Management: Updated subgraph methods with clearer parameter naming and improved consistency

⚠️ Breaking Changes

• API Module Restructuring:
  • robosystems_client.api.billing.* → robosystems_client.api.graph_billing.*
  • robosystems_client.api.credits_.* → robosystems_client.api.graph_credits.*
  • robosystems_client.api.graph_status.* split into graph_health and graph_info modules
• Removed Models: BackupExportRequest and CreditCheckRequest models no longer available
• Backup API Endpoints: URLs updated to use pluralized naming convention

🛠 Notable Technical Changes

New API Endpoints

• Copy Operations: copy_data_to_graph() with S3 and DataFrame support
• Graph Limits: get_graph_limits() for resource quota management
• Improved Health Checks: Separated database health and info endpoints

Enhanced Models

• Added CopyResponse, S3CopyRequest, and DataFrameCopyRequest models
• Introduced CopyResponseStatus enum for operation status tracking
• Enhanced CustomSchemaDefinition model with improved validation

Performance & Stability

• Streamlined backup API operations with consistent URL patterns
• Improved error handling in copy operations with detailed error response types
• Enhanced type safety across all new copy and graph management operations

🐛 Bug Fixes & Stability

• Fixed parameter naming inconsistencies in subgraph operations
• Improved API response handling for backup operations
• Enhanced error reporting for copy operations with structured error details
• Resolved module import paths after API restructuring

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📊 Release Statistics

• Commits: 3
• Files Changed: 55
• Python Files Updated: 54
• Config Files Updated: 1
• Documentation Updated: 0
• Lines Added: 1867
• Lines Deleted: 1803
• Previous Release: v0.1.12

🔗 Links

• PyPI Package: robosystems-client
• Full Changelog: v0.1.12...v0.1.13
• All Releases: View all releases

🛠️ Installation

pip install robosystems-client
# or
uv add robosystems-client

---

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Release v0.1.12

RoboSystems Python Client v0.1.12

Summary

This release introduces comprehensive subgraph management capabilities to the RoboSystems Python client, enabling users to create, manage, and query financial data subgraphs directly through the API.

✨ New Features

• Subgraph Management API: Added complete subgraph lifecycle management with 5 new endpoints:
  • create_subgraph() - Create new financial data subgraphs with metadata
  • delete_subgraph() - Remove existing subgraphs
  • get_subgraph_info() - Retrieve detailed subgraph information
  • get_subgraph_quota() - Check subgraph usage limits and quotas
  • list_subgraphs() - List all available subgraphs with filtering
• Enhanced Type Safety: Added 9 new Pydantic models for comprehensive request/response validation
• Subgraph Types: Support for different subgraph types with proper enum handling

🔧 API Improvements

• Credit System Updates: Clarified credit consumption documentation to specify "Claude 4/4.1 Opus" usage
• Model Optimization: Removed unused credit_multiplier attribute from CreditSummaryResponse for cleaner API responses
• Enhanced Financial Agent: Updated query_financial_agent.py with improved subgraph integration

📚 Documentation & Developer Experience

• Streamlined Documentation: Updated README.md with corrected API reference links and issue tracker URLs
• Contact Simplification: Removed email contact from documentation to focus on repository-based support
• Extension Documentation: Enhanced subgraph usage examples and integration guides

🏗️ Technical Improvements

• CI/CD Enhancements: Improved publish workflow with main branch push triggers and configuration cleanup
• Package Structure: Added dedicated subgraphs module with proper __init__.py organization
• Model Exports: Updated main __init__.py to properly export all new subgraph-related models

📊 Release Statistics

• 22 files changed with 2,799 lines added across 6 commits
• 19 Python files updated with new functionality
• 2 configuration files improved for better CI/CD
• 1 documentation file enhanced for clarity

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📊 Release Statistics

• Commits: 6
• Files Changed: 22
• Python Files Updated: 19
• Config Files Updated: 2
• Documentation Updated: 1
• Lines Added: 2799
• Lines Deleted: 21
• Previous Release: v0.1.11

🔗 Links

• PyPI Package: robosystems-client
• Full Changelog: v0.1.11...v0.1.12
• All Releases: View all releases

🛠️ Installation

pip install robosystems-client
# or
uv add robosystems-client

---

🤖 Generated with Claude Code

Release v0.1.11

RoboSystems Python Client v0.1.11

Summary

This release introduces new user limits API endpoints for shared repository management and updates credit consumption documentation across multiple endpoints, with several operations now being free of charge.

✨ New Features

• New User Limits API: Added endpoints for managing shared repository limits
  • get_shared_repository_limits() - Get limits for a specific shared repository
  • get_all_shared_repository_limits() - Get limits for all shared repositories
• Updated Credit System: Multiple API operations are now free, reducing costs for developers
• Enhanced Backup API: Improved backup download URL endpoint naming for better consistency

🔧 API Improvements

• Removed Credit Charges: Several API endpoints no longer consume credits, including backup operations and connection management
• Simplified Error Handling: Removed unused 402 (Payment Required) status code handling from backup and connection APIs
• Endpoint Consolidation: Removed deprecated get_mcp_health endpoint in favor of more focused health monitoring

📚 Documentation & Consistency

• Unified Terminology: Standardized project naming from "RoboSystems SDK" to "RoboSystems Client" across all documentation, comments, and configuration files
• Updated Developer Tooling: Refreshed VSCode tasks and justfile configurations to reflect terminology changes
• Enhanced Type Safety: Updated model definitions and response types for new user limits functionality

🐛 Bug Fixes & Stability

• Improved Error Handling: Streamlined error responses by removing unnecessary payment-related error codes
• Model Consistency: Reorganized and renamed model classes for better alignment with API responses
• Test Coverage: Updated test suites to reflect API changes and new functionality

📦 Technical Changes

• Files Modified: 45 files updated with 693 lines added and 470 lines removed
• Model Updates: Added new response models for user limits functionality
• Configuration Updates: Refreshed SDK configuration and project metadata
• Development Workflow: Updated build tools and IDE configurations for improved developer experience

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📊 Release Statistics

• Commits: 5
• Files Changed: 45
• Python Files Updated: 36
• Config Files Updated: 3
• Documentation Updated: 1
• Lines Added: 693
• Lines Deleted: 470
• Previous Release: v0.1.10

🔗 Links

• PyPI Package: robosystems-client
• Full Changelog: v0.1.10...v0.1.11
• All Releases: View all releases

🛠️ Installation

pip install robosystems-client
# or
uv add robosystems-client

---

🤖 Generated with Claude Code

Release v0.1.10

RoboSystems Python Client v0.1.10

Summary

This maintenance release focuses on improving the development workflow and tooling infrastructure with refined VSCode task configurations and enhanced CI/CD pipeline formatting for better developer experience.

Key Features & Improvements

• Enhanced Development Workflow: Refactored VSCode tasks with clearer naming conventions and improved functionality for dependency management
• Streamlined Build Process: Simplified package building and publishing task labels for better developer productivity
• Cleaned Development Tasks: Removed unused testing coverage tasks to reduce workspace complexity

Technical Changes

• Development Tooling: Updated VSCode tasks.json with renamed dependency installation/update tasks and simplified build labels
• CI/CD Pipeline: Improved formatting consistency in create-pr workflow and related scripts by removing unnecessary whitespace
• Code Structure: Enhanced readability across development automation files with cleaner formatting standards

Bug Fixes & Stability

• Fixed formatting inconsistencies in PR creation workflow that improve code maintainability
• Resolved unnecessary blank line issues in automation scripts for cleaner development experience
• Improved overall code structure consistency across configuration files

Note: This release contains no breaking changes to the RoboSystems financial graph database API client functionality.

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📊 Release Statistics

• Commits: 4
• Files Changed: 4
• Python Files Updated: 0
• Config Files Updated: 3
• Documentation Updated: 0
• Lines Added: 21
• Lines Deleted: 40
• Previous Release: v0.1.9

🔗 Links

• PyPI Package: robosystems-client
• Full Changelog: v0.1.9...v0.1.10
• All Releases: View all releases

🛠️ Installation

pip install robosystems-client
# or
uv add robosystems-client

---

🤖 Generated with Claude Code

Release v0.1.9

RoboSystems Python Client v0.1.9

Release Summary

This release introduces significant naming consistency improvements and enhanced CI/CD workflows, transitioning from "SDK" to "Client" terminology and standardizing "entity" nomenclature across all API endpoints for improved clarity and usability.

✨ Key Features & Improvements

• Standardized Entity Terminology: Unified API terminology from "company" to "entity" across all financial and connection endpoints for better consistency
• Enhanced GitHub Actions: Improved release workflow with secure token-based authentication for automated tagging and publishing
• Refined Project Identity: Complete rebrand from "RoboSystems SDK" to "RoboSystems Client" with updated documentation and commands
• Streamlined Model Structure: Consolidated and optimized data models with improved naming conventions

⚠️ Breaking Changes

• Model Renaming: InitialCompanyData model renamed to InitialEntityData - update any direct model imports
• API Terminology: All company-related parameters and responses now use "entity" terminology - review API calls for parameter name changes
• Package References: Any hardcoded references to "RoboSystems SDK" should be updated to "RoboSystems Client"

🔧 Technical Improvements

• CI/CD Enhancement: Secure Git authentication in release workflows for reliable automated deployments
• Code Optimization: Reduced codebase by 81 net lines while maintaining functionality through refactoring
• Model Cleanup: Removed redundant model files (available_extensions_response_base_info.py) and streamlined data structures
• Documentation Updates: Updated README and extension documentation to reflect new terminology and improved clarity

🏗️ Development Experience

• Consistent Naming: All API endpoints, models, and documentation now follow unified entity-based terminology
• Improved Tooling: Updated VSCode tasks and justfile commands for better developer workflow
• Enhanced Type Safety: Refined model definitions for better IDE support and type checking
• Cleaner Architecture: Simplified model hierarchy with more intuitive naming conventions

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📊 Release Statistics

• Commits: 3
• Files Changed: 32
• Python Files Updated: 24
• Config Files Updated: 4
• Documentation Updated: 2
• Lines Added: 219
• Lines Deleted: 300
• Previous Release: initial

🔗 Links

• PyPI Package: robosystems-client
• Full Changelog: initial...v0.1.9
• All Releases: View all releases

🛠️ Installation

pip install robosystems-client
# or
uv add robosystems-client

---

🤖 Generated with Claude Code