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feat: consolidation proposals - #261

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feature/consolidation-proposals
Oct 18, 2026
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feature/consolidation-proposals

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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.ai/code/session_01M6TRefZ8MTAxax6pMxer4q

Regenerated from the API for preview-consolidation-entries,
propose-consolidation-entries and set-allocation-override, with LedgerClient
facades for each, and the journal entry's adjustment kind and member.

Claude-Session: https://claude.ai/code/session_01M6TRefZ8MTAxax6pMxer4q
@jfrench9
jfrench9 merged commit ded8e05 into main Oct 18, 2026
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@jfrench9
jfrench9 deleted the feature/consolidation-proposals branch October 18, 2026 19:20
jfrench9 added a commit to RoboFinSystems/robosystems-typescript-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 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.com/claude-code)

https://claude.ai/code/session_01M6TRefZ8MTAxax6pMxer4q
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