Regenerate for ledger policy per entity

robosystems_client/api/graph_members/add_graph_member.py

@@ -103,7 +103,8 @@ def sync_detailed(
 ) -> Response[ErrorResponse | GraphMemberResponse | HTTPValidationError]:
   """Add Graph Member
 
-   Grant a member of the graph's organization access at a chosen role. Requires graph admin.
+   Grant a member of the graph's organization access at a chosen role. Requires graph admin. Requires a
+  signed-in session; API keys are not accepted.
 
   Args:
       graph_id (str): Graph identifier
@@ -137,7 +138,8 @@ def sync(
 ) -> ErrorResponse | GraphMemberResponse | HTTPValidationError | None:
   """Add Graph Member
 
-   Grant a member of the graph's organization access at a chosen role. Requires graph admin.
+   Grant a member of the graph's organization access at a chosen role. Requires graph admin. Requires a
+  signed-in session; API keys are not accepted.
 
   Args:
       graph_id (str): Graph identifier
@@ -166,7 +168,8 @@ async def asyncio_detailed(
 ) -> Response[ErrorResponse | GraphMemberResponse | HTTPValidationError]:
   """Add Graph Member
 
-   Grant a member of the graph's organization access at a chosen role. Requires graph admin.
+   Grant a member of the graph's organization access at a chosen role. Requires graph admin. Requires a
+  signed-in session; API keys are not accepted.
 
   Args:
       graph_id (str): Graph identifier
@@ -198,7 +201,8 @@ async def asyncio(
 ) -> ErrorResponse | GraphMemberResponse | HTTPValidationError | None:
   """Add Graph Member
 
-   Grant a member of the graph's organization access at a chosen role. Requires graph admin.
+   Grant a member of the graph's organization access at a chosen role. Requires graph admin. Requires a
+  signed-in session; API keys are not accepted.
 
   Args:
       graph_id (str): Graph identifier

robosystems_client/api/graph_members/update_graph_member_role.py

@@ -107,7 +107,7 @@ def sync_detailed(
   """Update Graph Member Role
 
    Change an explicit member's graph role. Requires graph admin. Implicit org owner/admin access is
-  managed through org roles.
+  managed through org roles. Requires a signed-in session; API keys are not accepted.
 
   Args:
       graph_id (str): Graph identifier
@@ -145,7 +145,7 @@ def sync(
   """Update Graph Member Role
 
    Change an explicit member's graph role. Requires graph admin. Implicit org owner/admin access is
-  managed through org roles.
+  managed through org roles. Requires a signed-in session; API keys are not accepted.
 
   Args:
       graph_id (str): Graph identifier
@@ -178,7 +178,7 @@ async def asyncio_detailed(
   """Update Graph Member Role
 
    Change an explicit member's graph role. Requires graph admin. Implicit org owner/admin access is
-  managed through org roles.
+  managed through org roles. Requires a signed-in session; API keys are not accepted.
 
   Args:
       graph_id (str): Graph identifier
@@ -214,7 +214,7 @@ async def asyncio(
   """Update Graph Member Role
 
    Change an explicit member's graph role. Requires graph admin. Implicit org owner/admin access is
-  managed through org roles.
+  managed through org roles. Requires a signed-in session; API keys are not accepted.
 
   Args:
       graph_id (str): Graph identifier

robosystems_client/api/org_members/create_org_invitation.py

@@ -115,7 +115,8 @@ def sync_detailed(
 
    Invite a new user to the organization by email. Disabled by default
   (ORG_MEMBER_INVITATIONS_ENABLED=false); returns 501 when disabled. Requires admin or owner role.
-  Only emails without an existing account can be invited.
+  Only emails without an existing account can be invited. Requires a signed-in session; API keys are
+  not accepted.
 
   Args:
       org_id (str):
@@ -151,7 +152,8 @@ def sync(
 
    Invite a new user to the organization by email. Disabled by default
   (ORG_MEMBER_INVITATIONS_ENABLED=false); returns 501 when disabled. Requires admin or owner role.
-  Only emails without an existing account can be invited.
+  Only emails without an existing account can be invited. Requires a signed-in session; API keys are
+  not accepted.
 
   Args:
       org_id (str):
@@ -182,7 +184,8 @@ async def asyncio_detailed(
 
    Invite a new user to the organization by email. Disabled by default
   (ORG_MEMBER_INVITATIONS_ENABLED=false); returns 501 when disabled. Requires admin or owner role.
-  Only emails without an existing account can be invited.
+  Only emails without an existing account can be invited. Requires a signed-in session; API keys are
+  not accepted.
 
   Args:
       org_id (str):
@@ -216,7 +219,8 @@ async def asyncio(
 
    Invite a new user to the organization by email. Disabled by default
   (ORG_MEMBER_INVITATIONS_ENABLED=false); returns 501 when disabled. Requires admin or owner role.
-  Only emails without an existing account can be invited.
+  Only emails without an existing account can be invited. Requires a signed-in session; API keys are
+  not accepted.
 
   Args:
       org_id (str):

robosystems_client/api/org_members/resend_org_invitation.py

@@ -102,7 +102,7 @@ def sync_detailed(
   """Resend Invitation
 
    Requires admin or owner role. Rotates the invitation token, extends its expiry, and re-sends the
-  email.
+  email. Requires a signed-in session; API keys are not accepted.
 
   Args:
       org_id (str):
@@ -137,7 +137,7 @@ def sync(
   """Resend Invitation
 
    Requires admin or owner role. Rotates the invitation token, extends its expiry, and re-sends the
-  email.
+  email. Requires a signed-in session; API keys are not accepted.
 
   Args:
       org_id (str):
@@ -167,7 +167,7 @@ async def asyncio_detailed(
   """Resend Invitation
 
    Requires admin or owner role. Rotates the invitation token, extends its expiry, and re-sends the
-  email.
+  email. Requires a signed-in session; API keys are not accepted.
 
   Args:
       org_id (str):
@@ -200,7 +200,7 @@ async def asyncio(
   """Resend Invitation
 
    Requires admin or owner role. Rotates the invitation token, extends its expiry, and re-sends the
-  email.
+  email. Requires a signed-in session; API keys are not accepted.
 
   Args:
       org_id (str):

robosystems_client/api/org_members/update_org_member_role.py

@@ -107,7 +107,7 @@ def sync_detailed(
   """Update Member Role
 
    Requires admin or owner role. Owner promotion/demotion requires a dedicated ownership transfer
-  workflow.
+  workflow. Requires a signed-in session; API keys are not accepted.
 
   Args:
       org_id (str):
@@ -145,7 +145,7 @@ def sync(
   """Update Member Role
 
    Requires admin or owner role. Owner promotion/demotion requires a dedicated ownership transfer
-  workflow.
+  workflow. Requires a signed-in session; API keys are not accepted.
 
   Args:
       org_id (str):
@@ -178,7 +178,7 @@ async def asyncio_detailed(
   """Update Member Role
 
    Requires admin or owner role. Owner promotion/demotion requires a dedicated ownership transfer
-  workflow.
+  workflow. Requires a signed-in session; API keys are not accepted.
 
   Args:
       org_id (str):
@@ -214,7 +214,7 @@ async def asyncio(
   """Update Member Role
 
    Requires admin or owner role. Owner promotion/demotion requires a dedicated ownership transfer
-  workflow.
+  workflow. Requires a signed-in session; API keys are not accepted.
 
   Args:
       org_id (str):

robosystems_client/api/robo_ledger_setup/change_reporting_style.py

@@ -118,8 +118,9 @@ def sync_detailed(
    Switch the reporting entity's Reporting Style — how its statements are laid out (equity-form, close-
   target concept, per-statement Networks). Validates that the target Style has a complete composition
   in the tenant schema, then flips `entities.reporting_style_id`. Omit `entity_id` to target the
-  graph's primary entity. Filed Reports are unaffected (their FactSet rows pin their structures at
-  create-time); new reports use the new Style. Idempotent on the same id.
+  graph's primary entity. A group's consolidation entity follows the parent's Style: changing the
+  parent's changes both, and it cannot be set on its own. Filed Reports are unaffected (their FactSet
+  rows pin their structures at create-time); new reports use the new Style. Idempotent on the same id.
 
   **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours
   return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
@@ -167,8 +168,9 @@ def sync(
    Switch the reporting entity's Reporting Style — how its statements are laid out (equity-form, close-
   target concept, per-statement Networks). Validates that the target Style has a complete composition
   in the tenant schema, then flips `entities.reporting_style_id`. Omit `entity_id` to target the
-  graph's primary entity. Filed Reports are unaffected (their FactSet rows pin their structures at
-  create-time); new reports use the new Style. Idempotent on the same id.
+  graph's primary entity. A group's consolidation entity follows the parent's Style: changing the
+  parent's changes both, and it cannot be set on its own. Filed Reports are unaffected (their FactSet
+  rows pin their structures at create-time); new reports use the new Style. Idempotent on the same id.
 
   **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours
   return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
@@ -211,8 +213,9 @@ async def asyncio_detailed(
    Switch the reporting entity's Reporting Style — how its statements are laid out (equity-form, close-
   target concept, per-statement Networks). Validates that the target Style has a complete composition
   in the tenant schema, then flips `entities.reporting_style_id`. Omit `entity_id` to target the
-  graph's primary entity. Filed Reports are unaffected (their FactSet rows pin their structures at
-  create-time); new reports use the new Style. Idempotent on the same id.
+  graph's primary entity. A group's consolidation entity follows the parent's Style: changing the
+  parent's changes both, and it cannot be set on its own. Filed Reports are unaffected (their FactSet
+  rows pin their structures at create-time); new reports use the new Style. Idempotent on the same id.
 
   **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours
   return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
@@ -258,8 +261,9 @@ async def asyncio(
    Switch the reporting entity's Reporting Style — how its statements are laid out (equity-form, close-
   target concept, per-statement Networks). Validates that the target Style has a complete composition
   in the tenant schema, then flips `entities.reporting_style_id`. Omit `entity_id` to target the
-  graph's primary entity. Filed Reports are unaffected (their FactSet rows pin their structures at
-  create-time); new reports use the new Style. Idempotent on the same id.
+  graph's primary entity. A group's consolidation entity follows the parent's Style: changing the
+  parent's changes both, and it cannot be set on its own. Filed Reports are unaffected (their FactSet
+  rows pin their structures at create-time); new reports use the new Style. Idempotent on the same id.
 
   **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours
   return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.

robosystems_client/api/user/create_user_api_key.py

@@ -93,7 +93,8 @@ def sync_detailed(
 ) -> Response[CreateAPIKeyResponse | ErrorResponse | HTTPValidationError]:
   """Create API Key
 
-   The raw key value is only returned once at creation time and cannot be retrieved again.
+   The raw key value is only returned once at creation time and cannot be retrieved again. Requires a
+  signed-in session; API keys are not accepted.
 
   Args:
       body (CreateAPIKeyRequest): Request model for creating a new API key.
@@ -124,7 +125,8 @@ def sync(
 ) -> CreateAPIKeyResponse | ErrorResponse | HTTPValidationError | None:
   """Create API Key
 
-   The raw key value is only returned once at creation time and cannot be retrieved again.
+   The raw key value is only returned once at creation time and cannot be retrieved again. Requires a
+  signed-in session; API keys are not accepted.
 
   Args:
       body (CreateAPIKeyRequest): Request model for creating a new API key.
@@ -150,7 +152,8 @@ async def asyncio_detailed(
 ) -> Response[CreateAPIKeyResponse | ErrorResponse | HTTPValidationError]:
   """Create API Key
 
-   The raw key value is only returned once at creation time and cannot be retrieved again.
+   The raw key value is only returned once at creation time and cannot be retrieved again. Requires a
+  signed-in session; API keys are not accepted.
 
   Args:
       body (CreateAPIKeyRequest): Request model for creating a new API key.
@@ -179,7 +182,8 @@ async def asyncio(
 ) -> CreateAPIKeyResponse | ErrorResponse | HTTPValidationError | None:
   """Create API Key
 
-   The raw key value is only returned once at creation time and cannot be retrieved again.
+   The raw key value is only returned once at creation time and cannot be retrieved again. Requires a
+  signed-in session; API keys are not accepted.
 
   Args:
       body (CreateAPIKeyRequest): Request model for creating a new API key.

robosystems_client/graphql/schema.graphql

@@ -3152,7 +3152,7 @@ type FlowCandidate {
   name: String!
 
   """
-  `investing` or `financing`: the section of the statement the row sits in.
+  `operating`, `investing` or `financing`: the section of the statement the row sits in.
   """
   activity: String!
 }

robosystems_client/models/connection_response.py

@@ -29,12 +29,16 @@ class ConnectionResponse:
       entity_id (None | str | Unset): The entity whose books the connection keeps: the group parent for QuickBooks,
           the entity a bank feed was connected for (each of its accounts can move to another entity later), none for an
           external source, whose events name their own.
+      keeps_books (bool | Unset): Whether this connection is the ledger of record for `entity_id`: its books are kept
+          in the connected system, and `write_policy` says whether entries are written back to it or only mirrored. False
+          for a bank feed or an external event source. Default: False.
       updated_at (datetime.datetime | None | str | Unset): Last update timestamp
       last_sync (datetime.datetime | None | str | Unset): Last sync timestamp
       write_policy (None | str | Unset): Outbound write policy: 'qb_authoritative' (QuickBooks is the book of record
           and RoboSystems-originated entries publish to it at close), 'shadow' (QuickBooks is the book of record, nothing
           is written to it and the close posts nothing locally), or 'native' (no external ledger; what severing leaves).
-          Set via the write-policy endpoint.
+          It governs the books of `entity_id`, and only on the connection that keeps them. Set via the write-policy
+          endpoint.
       source_name (None | str | Unset): External-provider registered source slug — the value the integration stamps on
           the events it emits. Null for platform providers.
   """
@@ -45,6 +49,7 @@ class ConnectionResponse:
   created_at: datetime.datetime | str
   metadata: ConnectionResponseMetadata
   entity_id: None | str | Unset = UNSET
+  keeps_books: bool | Unset = False
   updated_at: datetime.datetime | None | str | Unset = UNSET
   last_sync: datetime.datetime | None | str | Unset = UNSET
   write_policy: None | str | Unset = UNSET
@@ -72,6 +77,8 @@ def to_dict(self) -> dict[str, Any]:
     else:
       entity_id = self.entity_id
 
+    keeps_books = self.keeps_books
+
     updated_at: None | str | Unset
     if isinstance(self.updated_at, Unset):
       updated_at = UNSET
@@ -113,6 +120,8 @@ def to_dict(self) -> dict[str, Any]:
     )
     if entity_id is not UNSET:
       field_dict["entity_id"] = entity_id
+    if keeps_books is not UNSET:
+      field_dict["keeps_books"] = keeps_books
     if updated_at is not UNSET:
       field_dict["updated_at"] = updated_at
     if last_sync is not UNSET:
@@ -159,6 +168,8 @@ def _parse_entity_id(data: object) -> None | str | Unset:
 
     entity_id = _parse_entity_id(d.pop("entity_id", UNSET))
 
+    keeps_books = d.pop("keeps_books", UNSET)
+
     def _parse_updated_at(data: object) -> datetime.datetime | None | str | Unset:
       if data is None:
         return data
@@ -218,6 +229,7 @@ def _parse_source_name(data: object) -> None | str | Unset:
       created_at=created_at,
       metadata=metadata,
       entity_id=entity_id,
+      keeps_books=keeps_books,
       updated_at=updated_at,
       last_sync=last_sync,
       write_policy=write_policy,

robosystems_client/models/create_entity_request.py

@@ -36,7 +36,8 @@ class CreateEntityRequest:
               `non_profit`. Picks the default Reporting Style (partnership and llc have equity-form Styles of their own;
               anything else is corporate) and the equity rows of a chart template.
           reporting_style_id (None | str | Unset): Structure id of the Reporting Style to present under, validated in the
-              graph like change-reporting-style. Omit to derive it from `entity_type`.
+              graph like change-reporting-style. Omit to derive it from `entity_type`. A consolidation entity always takes the
+              group parent's.
           parent_entity_id (None | str | Unset): The entity this one is held under. Omit for the group parent; name a
               subsidiary to nest a sub-group under it.
           ownership_pct (float | None | Unset): The parent's share of this entity, as a percent (100 = wholly owned). Omit