Release v0.3.36

RoboSystems Python SDK v0.3.36

This release extends the ledger API client with new promote-obligations outbox and connection write-policy management capabilities.

✨ Features

• Promote Obligations API — Added a new op_promote_obligations endpoint for promoting obligations via the ledger's outbox, including full request/response models and error handling.
• Set Connection Write Policy — Introduced a set_connection_write_policy API, allowing callers to configure write policies on connections with a dedicated request model and policy enum.
• Regenerated Client Models — Updated and expanded auto-generated client models to support period-drafts outbox disposition and the new write-policy flow.

🔧 Notable Technical Changes

• Added 9 new files, primarily new API endpoint modules and supporting models (PromoteObligationsRequest, PromoteObligationsResponse, SetWritePolicyRequest, etc.).
• Updated existing models (ConnectionResponse, CreateEventBlockRequest, EventBlockEnvelope, RuleVariableLite) to align with the latest API schema.
• Extended the ledger GraphQL query module exports.

⚠️ Breaking Changes

• ConnectionResponse model updated — Fields or structure may have changed due to the addition of write-policy support. Consumers deserializing this model should verify compatibility.
• CreateEventBlockRequest / EventBlockEnvelope updated — Schema changes to these core models could affect existing integrations that construct or parse event blocks directly.

🐛 Bug Fixes

• No explicit bug fixes in this release.

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📊 Release Statistics

• Commits: 3
• Files Changed: 16
• Lines Added: 1153
• Lines Deleted: 10
• Previous Release: v0.3.35

🔗 Links

• Full Changelog: v0.3.35...v0.3.36
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Release v0.3.35

RoboSystems Python SDK v0.3.35

This release surfaces fact provenance information in the ledger and brings Interactive Brokers (IB) queries to TypeScript parity.

Features & Improvements

• Fact Provenance Support: Added provenance tracking to fact sets, enabling users to trace the origin and source of individual facts in the ledger. A new FactSetLiteProvenanceType0 model has been introduced to represent provenance data.
• IB Query Parity: Aligned Interactive Brokers ledger queries with the TypeScript client, ensuring consistent behavior and feature availability across SDKs.

Notable Technical Changes

• Extended FactSetLite model to include provenance information (fact_set_lite.py updated).
• Added new model FactSetLiteProvenanceType0 for structured provenance representation.
• Updated ledger GraphQL query definitions to support the new provenance fields and IB query alignment.
• Models __init__.py updated to export the new provenance type.

Breaking Changes

No breaking changes identified in this release.

Bug Fixes

No bug fixes in this release.

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📊 Release Statistics

• Commits: 3
• Files Changed: 5
• Lines Added: 144
• Lines Deleted: 3
• Previous Release: v0.3.34

🔗 Links

• Full Changelog: v0.3.34...v0.3.35
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Release v0.3.34

RoboSystems Python SDK v0.3.34

This release adds support for downloading report bundle files from the ledger service via a new API endpoint and client method.

✨ Features

• Report bundle download URL endpoint — Added download_report_bundle method to the ledger client, enabling users to retrieve a download URL for report bundles directly through the SDK (#125)

📦 Technical Changes

• Added new API module get_report_bundle_download_url under the ledger extensions
• Introduced GetReportBundleDownloadUrlReportBundleDownloadResponse model for the download URL response
• Updated client and model public exports to include the new functionality
• Added test coverage for the new ledger client method

⚠️ Breaking Changes

None.

🐛 Bug Fixes

None.

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📊 Release Statistics

• Commits: 4
• Files Changed: 7
• Lines Added: 674
• Lines Deleted: 2
• Previous Release: v0.3.33

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• Full Changelog: v0.3.33...v0.3.34
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Release v0.3.33

RoboSystems Python SDK v0.3.33

This release focuses on improving API documentation for the delete mapping association methods, providing clearer usage guidance and idempotency details.

Improvements

• Enhanced documentation for delete mapping association methods — Updated docstrings and usage descriptions in op_delete_mapping_association to clarify expected behavior and idempotency guarantees (#124)

Breaking Changes

None

Technical Notes

• Documentation-only change scoped to the extensions_robo_ledger API module; no runtime behavior changes
• Minimal diff (17 lines added, 9 removed) — safe for adoption without testing regressions

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📊 Release Statistics

• Commits: 3
• Files Changed: 2
• Lines Added: 17
• Lines Deleted: 9
• Previous Release: v0.3.32

🔗 Links

• Full Changelog: v0.3.32...v0.3.33
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Release v0.3.32

RoboSystems Python SDK v0.3.32

This release enhances the ledger reporting capabilities by adding verification summary data to the GetLedgerReportPackage GraphQL query.

Key Improvements

• Enhanced Ledger Reporting: Added verification summary to the GetLedgerReportPackage query, providing richer reporting data directly from the API (#123)

Technical Changes

• Updated the GetLedgerReportPackage GraphQL query in robosystems_client/graphql/queries/ledger/__init__.py to include verification summary fields
• Version bump to 0.3.32

Breaking Changes

No breaking changes in this release. The added verification summary fields are additive to the existing query response.

Bug Fixes

No bug fixes in this release.

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📊 Release Statistics

• Commits: 3
• Files Changed: 2
• Lines Added: 5
• Lines Deleted: 1
• Previous Release: v0.3.31

🔗 Links

• Full Changelog: v0.3.31...v0.3.32
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Release v0.3.31

RoboSystems Python SDK v0.3.31

This release enhances reporting capabilities with new verification summary models and improves documentation across several core models.

✨ Features & Improvements

• New verification reporting models: Added VerificationSummary and VerificationCategorySummary models to support enhanced reporting workflows
• Enriched information block queries: Integrated verification summary data into ledger information block queries for more comprehensive reporting output
• Improved model documentation & attributes: Enhanced docstrings and attributes for AttributionFilter, ClassificationLite, InitialEntityData, and LineItemMetadataPredicate models (#122)

🔧 Notable Technical Changes

• Two new model files added (verification_summary.py, verification_category_summary.py) and registered in the models package
• Updated GraphQL ledger queries to include verification summary fields
• InformationBlockEnvelope model updated to accommodate the new verification summary data

⚠️ Breaking Changes

• None anticipated — new models and query fields are additive. However, consumers of InformationBlockEnvelope should be aware of the updated shape, which now includes verification summary data.

🐛 Bug Fixes

• No bug fixes in this release.

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📊 Release Statistics

• Commits: 5
• Files Changed: 10
• Lines Added: 382
• Lines Deleted: 34
• Previous Release: v0.3.30

🔗 Links

• Full Changelog: v0.3.30...v0.3.31
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Release v0.3.30

RoboSystems Python SDK v0.3.30

This release adds full CRUD (Create, Read, Update, Delete) support for information blocks in the ledger client, expanding the API surface for managing ledger data.

✨ Features

• Information Block CRUD operations — Added methods for creating, updating, and deleting information blocks in LedgerClient (#121)

📝 Technical Changes

• robosystems_client/clients/ledger_client.py extended with new API methods (+67 lines), providing a complete lifecycle management interface for information blocks

⚠️ Breaking Changes

None.

🐛 Bug Fixes

None.

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📊 Release Statistics

• Commits: 3
• Files Changed: 2
• Lines Added: 67
• Lines Deleted: 1
• Previous Release: v0.3.29

🔗 Links

• Full Changelog: v0.3.29...v0.3.30
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Release v0.3.29

RoboSystems Python SDK v0.3.29

This release introduces the Execute Event Block API and rollforward mechanics, significantly expanding the ledger extension capabilities with new models and event action type support.

Key Features & Improvements

• Execute Event Block API — Added a new op_execute_event_block endpoint enabling execution of event blocks, with full request/response models and operation envelope support (#120)
• Rollforward Mechanics — Introduced a complete set of rollforward models including create, update, and delete rollforward requests and arms, with configurable validation modes (#120)
• Event Action Types — Added event action type support across event block models (CreateEventBlockRequest, UpdateEventBlockRequest, EventBlockEnvelope), enabling richer event categorization (#119)
• Attribution Filter & Line Item Metadata — New AttributionFilter and LineItemMetadataPredicate models for more granular filtering and metadata handling on journal entry line items

Notable Technical Changes

• 22 new model files added, reflecting a substantial expansion of the client SDK surface area
• Existing information block operations (create, update, delete) received modifications, likely for consistency with the new event block patterns
• ArtifactResponse and JournalEntryLineItemInput models updated to accommodate new optional/typed fields (e.g., metadata type support)
• ExecuteEventBlockResponse includes a structured error type (qb_error_type_0), indicating improved error reporting for event execution

⚠️ Breaking Changes

• Event block request models updated — CreateEventBlockRequest, UpdateEventBlockRequest, and EventBlockEnvelope now include an event_action_type field. Consumers constructing these models directly may need to account for the new field.

Bug Fixes

• No explicit bug fixes in this release.

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📊 Release Statistics

• Commits: 5
• Files Changed: 32
• Lines Added: 2354
• Lines Deleted: 46
• Previous Release: v0.3.28

🔗 Links

• Full Changelog: v0.3.28...v0.3.29
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Release v0.3.28

RoboSystems Python SDK v0.3.28

Summary: This release introduces a major domain rename across the client SDK, replacing all references to "agent" with "operator" to better align with the platform's evolving terminology.

⚠️ Breaking Changes

• "Agent" domain renamed to "Operator" throughout the entire client SDK. All modules, classes, models, and API endpoints previously using the agent naming convention have been renamed to operator. This affects:

  • Client: AgentClient → OperatorClient
  • API endpoints: auto_select_agent, execute_specific_agent, get_agent_metadata, list_agents, recommend_agent, batch_process_queries — all moved from api/agent/ to api/operator/ with updated names
  • Models: All Agent* models renamed to Operator* (e.g., AgentRequest → OperatorRequest, AgentResponse → OperatorResponse, AgentMode → OperatorMode, BatchAgentRequest → BatchOperatorRequest, etc.)
  • Facade client: Updated to expose the new operator client interface
  • Imports: The public models/__init__.py and clients/__init__.py have been updated accordingly

  Migration: Search your codebase for any agent-related imports from robosystems_client and replace them with their operator equivalents. This is a straightforward find-and-replace in most cases.

Key Improvements

• New operator-related models and client functionality added to support expanded operator capabilities alongside the rename.
• Updated SelectionCriteria model to reflect the new operator terminology.

Notable Technical Changes

• 37 files changed across API, client, model, and test layers — indicating a thorough and consistent rename with no partial migration debt.
• Test suite migrated (test_agent_client.py → test_operator_client.py) to maintain full coverage under the new naming.
• Minor updates to extensions_robo_ledger operations (op_auto_map_elements, op_create_mapping_association) and report models for consistency.

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📊 Release Statistics

• Commits: 3
• Files Changed: 37
• Lines Added: 765
• Lines Deleted: 745
• Previous Release: v0.3.27

🔗 Links

• Full Changelog: v0.3.27...v0.3.28
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Release v0.3.27

RoboSystems Python SDK v0.3.27

This release adds rule_check_kind support to the TaxonomyBlockRule models, expanding the flexibility of taxonomy block rule configuration.

✨ Features & Improvements

• rule_check_kind field added to TaxonomyBlockRule models (#117): Both TaxonomyBlockRule and TaxonomyBlockRuleRequest now support a rule_check_kind property, enabling more granular control over how rule checks are evaluated.
• Enhanced model documentation for taxonomy block rule fields.

🔧 Technical Changes

• Updated taxonomy_block_rule.py and taxonomy_block_rule_request.py model definitions to include the new rule_check_kind attribute.
• Net addition of ~46 lines across the model files, primarily for new field definitions and docstring improvements.

⚠️ Breaking Changes

• None anticipated. The new rule_check_kind field is an additive change to existing models. However, if your code performs strict validation or serialization on TaxonomyBlockRule/TaxonomyBlockRuleRequest, verify compatibility with the new field.

🐛 Bug Fixes

• No bug fixes in this release.

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📊 Release Statistics

• Commits: 3
• Files Changed: 3
• Lines Added: 65
• Lines Deleted: 19
• Previous Release: v0.3.26

🔗 Links

• Full Changelog: v0.3.26...v0.3.27
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