Skip to content

feat: consolidation proposals - #277

Merged
jfrench9 merged 1 commit into
mainfrom
feature/consolidation-proposals
Oct 18, 2026
Merged

jfrench9 merged 1 commit into
mainfrom
feature/consolidation-proposals

Conversation

@jfrench9

Copy link
Copy Markdown
Member

Summary

Regenerates the SDK for C2, the consolidation engine: robosystems RoboFinSystems/robosystems#1853, RoboFinSystems/robosystems#1854 and RoboFinSystems/robosystems#1855. It was generated against the local stack running main after those three merged.

This is a client minor; the version moves at publish. The Python twin is RoboFinSystems/robosystems-python-client#261.

Changes

  • Generated tier (/sdk):
    • New operations and their types:
      • previewConsolidationEntries: computes the entries a month needs and posts nothing.
      • proposeConsolidationEntries: drafts them in the consolidation entity.
      • setAllocationOverride: sets the outside owners' share of a member's month in place of the pro-rata share.
    • JournalEntryResponse gains adjustment_kind and adjusts_entity_id.
  • Facades on LedgerClient, each with a test:
    • previewConsolidationEntries(graphId, period)
    • proposeConsolidationEntries(graphId, period)
    • setAllocationOverride(graphId, body)

Breaking Changes

None. Additive.

Testing

npm run test:all passes: 451 tests, plus format, lint, typecheck and the build.

The three operations exist on the server only from the next robosystems release after v1.18.8, the one carrying #1853–#1855 and migration 0055. Until that deploys, they get a 404 from production.

🤖 Generated with Claude Code

https://claude.ai/code/session_01M6TRefZ8MTAxax6pMxer4q

Regenerated from the API for previewConsolidationEntries,
proposeConsolidationEntries and setAllocationOverride, with LedgerClient
facades for each, and the journal entry's adjustment kind and member.

Claude-Session: https://claude.ai/code/session_01M6TRefZ8MTAxax6pMxer4q
jfrench9 added a commit to RoboFinSystems/robosystems-python-client that referenced this pull request Oct 18, 2026
## Summary

Regenerates the SDK for C2, the consolidation engine: robosystems
RoboFinSystems/robosystems#1853,
RoboFinSystems/robosystems#1854 and
RoboFinSystems/robosystems#1855. It was
generated against the local stack running `main` after those three
merged.

This is a client minor; the version moves at publish. The TypeScript
twin is
RoboFinSystems/robosystems-typescript-client#277.

## Changes

- **Generated tier**:
  - New operations and their models:
- `preview-consolidation-entries`: computes the entries a month needs
and posts nothing.
- `propose-consolidation-entries`: drafts them in the consolidation
entity.
- `set-allocation-override`: sets the outside owners' share of a
member's month in place of the pro-rata share.
- `JournalEntryResponse` gains `adjustment_kind` and
`adjusts_entity_id`.
  - The description of `JournalEntryLineItemInput.flow_qname` changed.
  - The GraphQL schema is unchanged.
- **Facades** on `LedgerClient`, each with a test:
  - `preview_consolidation_entries(graph_id, period)`
  - `propose_consolidation_entries(graph_id, period)`
- `set_allocation_override(graph_id, entity_id=..., period=...,
amount=... | percentage=..., basis=..., clear=...)`

## Breaking Changes

None. Both tiers are additive.

## Testing

696 passed, 17 skipped; lint, format and typecheck are clean.

The three operations exist on the server only from **the next
robosystems release after v1.18.8**, the one carrying #1853–#1855 and
migration 0055. Until that deploys, the new methods get a 404 from
production. Nothing else changes, and the apps pin the client by
lockfile.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

https://claude.ai/code/session_01M6TRefZ8MTAxax6pMxer4q
@jfrench9
jfrench9 merged commit 1f84f5d into main Oct 18, 2026
5 checks passed
@jfrench9
jfrench9 deleted the feature/consolidation-proposals branch October 18, 2026 19:20
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant