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feat(ledger): scope reconciliation calls to an entity; move a calendar's start - #246

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jfrench9 merged 1 commit into
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feature/ledger-entity-and-documents
Oct 10, 2026
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jfrench9 merged 1 commit into
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feature/ledger-entity-and-documents

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Summary

Facade support for two server capabilities that are already live (robosystems v1.16.10 and v1.16.11). This keeps the Python facade in step with the TypeScript one (typescript-client #262), which roboledger-app uses.

  • Reconciliation per entity. These now take an optional keyword entity_id; omitted, the group parent, as before:

    • record_statement_balance;
    • preview_reconciliations;
    • refresh_reconciliations.

    Until now a caller could not record a statement or run the checks against a subsidiary.

  • change_calendar_start(graph_id, first_open_period, note=None, *, entity_id=None) moves an entity's first open month, allowed until its first close. It returns the calendar and how many months were opened or removed.

Contract tier

Additive to the stable tier: new optional parameters and one new method. Nothing is removed and no default changes. That makes it a client minor.

The bodies leave entity_id unset when none is given, so the requests are unchanged for existing callers.

Test plan

  • Facade tests:
    • each call sends entity_id when an entity is named;
    • changeCalendarStart sends its body and reads the counts back.
  • just test-all passes: 673 tests, ruff and basedpyright clean.

🤖 Generated with Claude Code

https://claude.ai/code/session_01AQkGGPDmpba9eBV9PkLTfv

…r's start

record_statement_balance, preview_reconciliations and
refresh_reconciliations take an entity_id, so a subsidiary's statement
and checks run on its own books rather than the group parent's.
change_calendar_start moves an entity's first open month before its
first close. Parity with the TypeScript facade.

Claude-Session: https://claude.ai/code/session_01AQkGGPDmpba9eBV9PkLTfv
@jfrench9
jfrench9 merged commit c362a82 into main Oct 10, 2026
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@jfrench9
jfrench9 deleted the feature/ledger-entity-and-documents branch October 10, 2026 18:11
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