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feat: the consolidation worksheet - #259

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jfrench9 merged 1 commit into
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feature/consolidation-worksheet
Oct 18, 2026
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jfrench9 merged 1 commit into
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feature/consolidation-worksheet

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Summary

The regeneration for robosystems #1849, the consolidation worksheet, taken against the local stack running main at the merge of #1851. The new operation returns the group's statement for one window with each entity as a column: each member consolidated in full, their combined sum, the consolidation entity's adjustments, the consolidated total, and each equity-method or cost member beside the sum. A client minor; the version moves at publish.

Changes

  • Generated tier:
    • The consolidation-worksheet operation and its models: the request, the response, WorksheetColumn (kind: member, combined, adjustments, consolidated, not_summed), and WorksheetRow.
    • The descriptions #1851 changed. No other drift: the GraphQL schema is unchanged.
  • Facade — LedgerClient.consolidation_worksheet(graph_id, body) beside the live statement, with a test.

Breaking Changes

None. Additive in both tiers.

Testing

Python: 692 passed, 17 skipped; lint, format and typecheck clean. The operation exists on the server only from the robosystems release after v1.18.6, the one carrying #1849–#1851. Until that deploys, the new method gets a 404 from production. Nothing else changes, and the apps pin the client by lockfile.

Certification

  • I have the right to submit this work under the Apache 2.0 license, and do so. Where any part of it is owned by my employer, I have their permission.

🤖 Generated with Claude Code

https://claude.ai/code/session_01M6TRefZ8MTAxax6pMxer4q

Regenerated against robosystems at #1851: the consolidation-worksheet
operation (robosystems #1849) and its models, and a
LedgerClient.consolidation_worksheet facade beside live_financial_statement.

Claude-Session: https://claude.ai/code/session_01M6TRefZ8MTAxax6pMxer4q
@jfrench9
jfrench9 merged commit 3dcdf06 into main Oct 18, 2026
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@jfrench9
jfrench9 deleted the feature/consolidation-worksheet branch October 18, 2026 03:02
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