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feat: Replace portfolio/position ops with unified portfolio block management #107

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Merged
jfrench9 merged 1 commit into from
Apr 26, 2026
Merged

feat: Replace portfolio/position ops with unified portfolio block management #107

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70 changes: 47 additions & 23 deletions ...ions_robo_investor/op_create_portfolio.py → ...obo_investor/op_create_portfolio_block.py
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Original file line number Diff line number Diff line change
Expand Up @@ -6,7 +6,7 @@

from ... import errors
from ...client import AuthenticatedClient, Client
from ...models.create_portfolio_request import CreatePortfolioRequest
from ...models.create_portfolio_block_request import CreatePortfolioBlockRequest
from ...models.http_validation_error import HTTPValidationError
from ...models.operation_envelope import OperationEnvelope
from ...models.operation_error import OperationError
Expand All @@ -16,7 +16,7 @@
def _get_kwargs(
graph_id: str,
*,
body: CreatePortfolioRequest,
body: CreatePortfolioBlockRequest,
idempotency_key: None | str | Unset = UNSET,
) -> dict[str, Any]:
headers: dict[str, Any] = {}
Expand All @@ -25,7 +25,7 @@ def _get_kwargs(

_kwargs: dict[str, Any] = {
"method": "post",
"url": "/extensions/roboinvestor/{graph_id}/operations/create-portfolio".format(
"url": "/extensions/roboinvestor/{graph_id}/operations/create-portfolio-block".format(
graph_id=quote(str(graph_id), safe=""),
),
}
Expand Down Expand Up @@ -103,21 +103,27 @@ def sync_detailed(
graph_id: str,
*,
client: AuthenticatedClient,
body: CreatePortfolioRequest,
body: CreatePortfolioBlockRequest,
idempotency_key: None | str | Unset = UNSET,
) -> Response[Any | HTTPValidationError | OperationEnvelope | OperationError]:
"""Create Portfolio
"""Create Portfolio Block

Create an investment portfolio within this graph. Portfolios are logical groupings of securities
(stocks, notes, warrants) owned by the entity; subsequent positions attach to the portfolio.
Create a portfolio with optional initial positions in a single atomic envelope. Each position
references an existing security; this operation never mints securities (use `create-security`).
Whole envelope validates before any write.

**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.

Args:
graph_id (str):
idempotency_key (None | str | Unset):
body (CreatePortfolioRequest):
body (CreatePortfolioBlockRequest): CQRS body for `POST /operations/create-portfolio-
block`.

Whole envelope validated before any DB write; the portfolio + initial
positions land in one transaction. Each `position` references an
existing `security_id` — the operation does not mint securities.

Raises:
errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
Expand All @@ -144,21 +150,27 @@ def sync(
graph_id: str,
*,
client: AuthenticatedClient,
body: CreatePortfolioRequest,
body: CreatePortfolioBlockRequest,
idempotency_key: None | str | Unset = UNSET,
) -> Any | HTTPValidationError | OperationEnvelope | OperationError | None:
"""Create Portfolio
"""Create Portfolio Block

Create an investment portfolio within this graph. Portfolios are logical groupings of securities
(stocks, notes, warrants) owned by the entity; subsequent positions attach to the portfolio.
Create a portfolio with optional initial positions in a single atomic envelope. Each position
references an existing security; this operation never mints securities (use `create-security`).
Whole envelope validates before any write.

**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.

Args:
graph_id (str):
idempotency_key (None | str | Unset):
body (CreatePortfolioRequest):
body (CreatePortfolioBlockRequest): CQRS body for `POST /operations/create-portfolio-
block`.

Whole envelope validated before any DB write; the portfolio + initial
positions land in one transaction. Each `position` references an
existing `security_id` — the operation does not mint securities.

Raises:
errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
Expand All @@ -180,21 +192,27 @@ async def asyncio_detailed(
graph_id: str,
*,
client: AuthenticatedClient,
body: CreatePortfolioRequest,
body: CreatePortfolioBlockRequest,
idempotency_key: None | str | Unset = UNSET,
) -> Response[Any | HTTPValidationError | OperationEnvelope | OperationError]:
"""Create Portfolio
"""Create Portfolio Block

Create an investment portfolio within this graph. Portfolios are logical groupings of securities
(stocks, notes, warrants) owned by the entity; subsequent positions attach to the portfolio.
Create a portfolio with optional initial positions in a single atomic envelope. Each position
references an existing security; this operation never mints securities (use `create-security`).
Whole envelope validates before any write.

**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.

Args:
graph_id (str):
idempotency_key (None | str | Unset):
body (CreatePortfolioRequest):
body (CreatePortfolioBlockRequest): CQRS body for `POST /operations/create-portfolio-
block`.

Whole envelope validated before any DB write; the portfolio + initial
positions land in one transaction. Each `position` references an
existing `security_id` — the operation does not mint securities.

Raises:
errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
Expand All @@ -219,21 +237,27 @@ async def asyncio(
graph_id: str,
*,
client: AuthenticatedClient,
body: CreatePortfolioRequest,
body: CreatePortfolioBlockRequest,
idempotency_key: None | str | Unset = UNSET,
) -> Any | HTTPValidationError | OperationEnvelope | OperationError | None:
"""Create Portfolio
"""Create Portfolio Block

Create an investment portfolio within this graph. Portfolios are logical groupings of securities
(stocks, notes, warrants) owned by the entity; subsequent positions attach to the portfolio.
Create a portfolio with optional initial positions in a single atomic envelope. Each position
references an existing security; this operation never mints securities (use `create-security`).
Whole envelope validates before any write.

**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.

Args:
graph_id (str):
idempotency_key (None | str | Unset):
body (CreatePortfolioRequest):
body (CreatePortfolioBlockRequest): CQRS body for `POST /operations/create-portfolio-
block`.

Whole envelope validated before any DB write; the portfolio + initial
positions land in one transaction. Each `position` references an
existing `security_id` — the operation does not mint securities.

Raises:
errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
Expand Down
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