Release v0.2.47

RoboSystems Python SDK v0.2.47

This release introduces closing book structures and account rollups API support, along with a reorganization of the test suite and improvements to datetime column parsing.

✨ Features & Improvements

• Closing book structures API: Added support for retrieving closing book structures, including new models for ClosingBookCategory, ClosingBookItem, and ClosingBookStructuresResponse (#84)
• Account rollups API: Added get_account_rollups endpoint with supporting models (AccountRollupGroup, AccountRollupRow, AccountRollupsResponse) (#84)
• Enhanced LedgerClient: Extended with new schedule and closing entry functionalities, providing richer ledger workflow capabilities
• New model fields: Updated ClosingEntryResponse, EntryTemplateRequest, PeriodCloseItemResponse, and SearchHit models with additional fields

🐛 Bug Fixes

• Refactored datetime column inference in parse_datetime_columns to improve reliability and correctness of dtype detection

🔧 Technical Changes

• Test suite reorganization: Relocated all tests from robosystems_client/extensions/tests/ to a top-level tests/ directory, removing the nested test __init__.py
• Expanded test coverage: Added dedicated test modules for agent_client, document_client, file_client, ledger_client, materialization_client, operation_client_ops, query_client_ops, report_client, sse_client, and table_client

⚠️ Breaking Changes

• Tests have been moved from robosystems_client/extensions/tests/ to tests/. If you reference or extend these test modules directly, update your import paths accordingly.

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📊 Release Statistics

• Commits: 6
• Files Changed: 31
• Lines Added: 5395
• Lines Deleted: 16
• Previous Release: v0.2.46

🔗 Links

• Full Changelog: v0.2.46...v0.2.47
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Release v0.2.46

RoboSystems Python SDK v0.2.46

This release introduces a new materialization embeddings option and replaces the repository plan API with a subscription-based plan endpoint.

✨ Features & Improvements

• Materialization embeddings support — Added materialization_embeddings option to both MaterializationOptions and MaterializeRequest, enabling embedding configuration through the materialization API (#83)
• Subscription plan endpoint — Replaced the repository-scoped plan API with a new subscription-level change_subscription_plan endpoint, better aligning plan management with the subscription model (#82)

⚠️ Breaking Changes

• Removed change_repository_plan API — The change_repository_plan endpoint has been removed and replaced by change_subscription_plan. Consumers using the old endpoint must migrate to the new subscription-based API.
• Updated GraphSubscriptionResponse model — The subscription response model has been modified, which may affect code that depends on its previous structure.

🔧 Technical Changes

• Renamed and refactored change_repository_plan.py → change_subscription_plan.py (64% similarity, indicating significant logic changes beyond a simple rename)
• Updated get_graph_subscription API to align with the new subscription plan structure
• Extended materialize_request.py to support the new embeddings parameter

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📊 Release Statistics

• Commits: 5
• Files Changed: 6
• Lines Added: 94
• Lines Deleted: 37
• Previous Release: v0.2.45

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• Full Changelog: v0.2.45...v0.2.46
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Release v0.2.45

RoboSystems Python SDK v0.2.45

This release removes the check credit balance API endpoint and its associated models, streamlining the credits API surface.

⚠️ Breaking Changes

• Removed check_credit_balance API endpoint — The check_credit_balance endpoint under credits_ has been fully removed along with its response model (CheckCreditBalanceResponseCheckcreditbalance). Users relying on this endpoint should migrate to get_credit_summary for credit-related queries.

Notable Technical Changes

• Deleted robosystems_client/api/credits_/check_credit_balance.py and robosystems_client/models/check_credit_balance_response_checkcreditbalance.py (343 lines removed).
• Updated model exports in robosystems_client/models/__init__.py to reflect the removed model.
• Minor updates to get_credit_summary and get_materialization_status modules.

Summary

A cleanup release focused on reducing API surface area by removing the deprecated credit balance check endpoint. No new features or bug fixes — strictly a simplification of the client library.

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📊 Release Statistics

• Commits: 3
• Files Changed: 6
• Lines Added: 3
• Lines Deleted: 343
• Previous Release: v0.2.44

🔗 Links

• Full Changelog: v0.2.44...v0.2.45
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Release v0.2.44

RoboSystems Python SDK v0.2.44

This release removes deprecated storage APIs in favor of a new instance usage model, and enhances the ledger API with schedule management and closing entry capabilities.

✨ Features & Improvements

• Instance usage model — Introduced a new InstanceUsage model and DatabaseStorageEntry model to replace the legacy storage tracking approach (#80)
• Ledger API enhancements — Added new schedule management and closing entry features to the ledger API
• Graph limits update — Updated GraphLimitsResponse to align with the new usage and limits structure

⚠️ Breaking Changes

• Removed check_storage_limits API — The credits_/check_storage_limits endpoint has been removed
• Removed get_storage_usage API — The credits_/get_storage_usage endpoint has been removed
• Removed associated models — GetStorageUsageResponse and StorageLimitResponse models have been deleted

If you were consuming these storage APIs directly, migrate to the new InstanceUsage model and the updated get_graph_limits endpoint.

🔧 Technical Changes

• Updated ContentLimits, GraphInfo, GraphSubscriptionTier, and SearchRequest models
• Added Claude PR review command for automated code reviews (.claude/commands/pr-review.md) (#79)
• Net reduction of ~359 lines of code through deprecation cleanup

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📊 Release Statistics

• Commits: 5
• Files Changed: 15
• Lines Added: 424
• Lines Deleted: 783
• Previous Release: v0.2.43

🔗 Links

• Full Changelog: v0.2.43...v0.2.44
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Release v0.2.43

RoboSystems Python SDK v0.2.43

This release introduces schedule and closing entry APIs for the ledger module, removes deprecated client extensions, and refactors the mapping association response model.

✨ New Features

• Schedule APIs: Added full support for schedules, including creating schedules (create_schedule), listing schedules (list_schedules), and retrieving schedule facts (get_schedule_facts), along with associated request/response models (metadata, summaries, entry templates, etc.)
• Closing Entry API: Added create_closing_entry endpoint with supporting request and response models
• Period Close Status: Added get_period_close_status endpoint to query the close status of accounting periods

⚠️ Breaking Changes

• Removed SubgraphWorkspaceClient extension — previously available under robosystems_client.extensions. Consumers relying on this extension must migrate away.
• Removed ViewBuilderClient extension — also removed from the extensions module.
• Renamed ElementAssociationResponse → AssociationResponse — the model has been renamed and related API methods updated accordingly. Any code referencing the old name will need to be updated.

🔧 Technical Changes

• Refactored create_mapping_association API and MappingDetailResponse model to align with the renamed AssociationResponse
• Updated several existing models (FactRowResponse, ReportResponse, StatementResponse, CreateReportRequest, RegenerateReportRequest) — likely to accommodate new schedule/closing entry fields or general schema alignment
• Extended enum values in CreateStructureRequestStructureType and CreateTaxonomyRequestTaxonomyType
• Extensions module __init__.py updated to reflect removal of deleted clients

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📊 Release Statistics

• Commits: 4
• Files Changed: 35
• Lines Added: 2806
• Lines Deleted: 1520
• Previous Release: v0.2.42

🔗 Links

• Full Changelog: v0.2.42...v0.2.43
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Release v0.2.42

RoboSystems Python SDK v0.2.42

This release enhances the document management API with new endpoints for retrieving and updating documents, along with supporting data models.

✨ New Features

• Get Document endpoint — Added get_document endpoint to retrieve individual document details (GET support for single documents)
• Update Document endpoint — Added update_document endpoint to modify existing documents, with a new DocumentUpdateRequest model for request payloads
• Document Detail Response model — Introduced DocumentDetailResponse for richer, structured responses when fetching individual documents

📦 Improvements

• Enhanced the document_client extension to support the new get and update operations
• Updated models/__init__.py to export the new DocumentDetailResponse and DocumentUpdateRequest models
• Refined existing models (DocumentListItem, DocumentUploadResponse) to align with the expanded API surface

🔧 Notable Technical Changes

• 13 files changed across API endpoints, client extensions, and models (+875 / −37 lines)
• Existing document endpoints (delete, list, upload, upload_bulk) received minor updates, likely for consistency with the new endpoint patterns

⚠️ Breaking Changes

• None anticipated, though consumers using DocumentListItem or DocumentUploadResponse should verify compatibility if they rely on specific field structures, as both models were modified.

🐛 Bug Fixes

• No explicit bug fixes in this release.

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📊 Release Statistics

• Commits: 3
• Files Changed: 13
• Lines Added: 875
• Lines Deleted: 37
• Previous Release: v0.2.41

🔗 Links

• Full Changelog: v0.2.41...v0.2.42
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Release v0.2.41

RoboSystems Python SDK v0.2.41

This release introduces a full publish list management API and refactors report sharing functionality with enhanced data models.

✨ Features

• Publish List Management API — Added a complete set of endpoints for managing publish lists, including:
  • Create, read, update, and delete publish lists
  • Add and remove publish list members
  • List all publish lists
• Ledger Entity Listing — New list_ledger_entities endpoint for browsing ledger entities
• Enhanced Report Sharing Models — New data models supporting publish list workflows: PublishListResponse, PublishListDetailResponse, PublishListMemberResponse, AddMembersRequest, CreatePublishListRequest, and UpdatePublishListRequest

⚠️ Breaking Changes

• Refactored ShareReportRequest model — The report sharing request model has been modified; consumers relying on the previous structure may need to update their integration code
• Updated ReportResponse and SecurityResponse models — Field or schema changes may affect existing deserialization logic
• Modified UpdateSecurityRequest model — Existing usages should be reviewed for compatibility

🔧 Technical Changes

• Refactored report_client.py to align with the new sharing and publish list architecture
• Updated LedgerEntityResponse model with additional or restructured fields
• Expanded models/__init__.py exports to include all new model classes

📝 Notes

• No bug fixes in this release
• 15 new files added, primarily new API endpoints and supporting data models
• PR #76 tracks the bulk of these changes

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📊 Release Statistics

• Commits: 3
• Files Changed: 23
• Lines Added: 2363
• Lines Deleted: 11
• Previous Release: v0.2.40

🔗 Links

• Full Changelog: v0.2.40...v0.2.41
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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
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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
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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
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