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feat(documents): upload, store and read document files; events cite them - #245

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jfrench9 merged 1 commit into
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feature/document-files
Oct 10, 2026
Merged

jfrench9 merged 1 commit into
mainfrom
feature/document-files

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Summary

Regenerated from robosystems v1.16.11, already deployed to production, so nothing here waits on the server.

  • Document files. A document can now be a stored file (PDF, PNG or JPEG):

    • create-document-upload presigns a PUT;
    • complete-document-upload checks the bytes and creates the document;
    • the new GET /documents/{id}/file returns a short-lived download URL.

    Document detail and list items carry the file's info. Document detail also lists the ledger events the document is evidence for.

  • Events cite documents. Create-event-block and update-event-block take document_id, and the event envelope returns it.

  • Reconciliation per entity. The preview, refresh and record-statement-balance requests take entity_id. Record-statement-balance also takes the statement's document_id.

  • Swept up from v1.16.10:

    • change-calendar-start (new operation, request and response models);
    • doc-only edits to resolve-reconciling-item and to the Mercury and Plaid backfill windows.

Contract tier

All of it is additive and in the generated tier: no facade changed and nothing was removed. That makes it a client minor. schema.graphql is unchanged.

Test plan

  • Regenerated from a local stack on main serving 1.16.11, after checking that its OpenAPI spec carries the new paths and fields.
  • The repo's full gate passes.

🤖 Generated with Claude Code

https://claude.ai/code/session_01AQkGGPDmpba9eBV9PkLTfv

Regenerated from robosystems v1.16.11. A document can now be a stored
file (PDF, PNG, JPEG): create_document_upload presigns the PUT,
complete_document_upload checks it and makes the document,
get_document_file returns a short-lived download URL. Event blocks take
and return document_id; document detail lists the events it is evidence
for. Reconciliation requests take entity_id, and record_statement_balance
takes the statement's document_id.

Also picked up from v1.16.10: change_calendar_start, plus doc-only
changes on resolve_reconciling_item and the Mercury and Plaid backfill
windows.

Claude-Session: https://claude.ai/code/session_01AQkGGPDmpba9eBV9PkLTfv
@jfrench9
jfrench9 merged commit 644767b into main Oct 10, 2026
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@jfrench9
jfrench9 deleted the feature/document-files branch October 10, 2026 17:29
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