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Add Change Reporting Style operation and supporting models#115

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jfrench9 merged 1 commit into
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feature/reporting-style
May 14, 2026
Merged

Add Change Reporting Style operation and supporting models#115
jfrench9 merged 1 commit into
mainfrom
feature/reporting-style

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Summary

Introduces the Change Reporting Style functionality as a new graph operation in the robosystems client, along with several new and updated models to support this feature and related reporting enhancements.

Key Accomplishments

New Graph Operation

  • Added op_change_reporting_style — a new API operation that enables changing the reporting style within the graph operations framework, including full sync/async support and error handling.

New Models

  • ChangeReportingStyleOp — Data model representing the change reporting style operation parameters and structure.
  • ClosePeriodResponseRuleSummaryType0 — New type variant for rule summary data within close period responses.
  • PendingObligationDetailResponse — New response model for pending obligation detail data, supporting richer reporting workflows.

Model Enhancements

  • ClosePeriodResponse — Extended with additional fields/functionality (significant expansion of ~58 lines).
  • FiscalCalendarResponse — Substantially enhanced with new attributes and logic (~88 lines added).
  • FactLite — Added new fields to support lightweight fact representations in reporting contexts.
  • InformationBlockEnvelope — Extended with additional properties to accommodate new block types.
  • CreateLegacyArm — Minor updates to support the new reporting style workflow.

Block Type Updates

  • Added a new block type entry to CreateLegacyArmBlockType, DeleteLegacyArmBlockType, and UpdateLegacyArmBlockType enums, ensuring consistency across all legacy ARM block type definitions.

Module Exports

  • Updated models/__init__.py to export all newly introduced models, maintaining clean public API surface.

Breaking Changes

  • ClosePeriodResponse and FiscalCalendarResponse have been significantly modified. Consumers deserializing these models should verify compatibility with the updated schemas.
  • New enum values added to legacy ARM block type enums may affect exhaustive match/switch statements in downstream code.

Testing Notes

  • Verify the new op_change_reporting_style operation works correctly in both synchronous and asynchronous execution modes.
  • Validate serialization/deserialization round-trips for all new models (ChangeReportingStyleOp, ClosePeriodResponseRuleSummaryType0, PendingObligationDetailResponse).
  • Test that updated models (ClosePeriodResponse, FiscalCalendarResponse, FactLite, InformationBlockEnvelope) remain backward-compatible with existing API responses.
  • Confirm the new block type enum values are handled correctly in legacy ARM create, update, and delete flows.

Infrastructure Considerations

  • These changes appear to be auto-generated or schema-driven client model updates. Ensure the upstream API schema/spec is aligned and published before merging.
  • No new dependencies are introduced; all changes are within the existing client library structure.

🤖 Generated with Claude Code

Branch Info:

  • Source: feature/reporting-style
  • Target: main
  • Type: feature

Co-Authored-By: Claude noreply@anthropic.com

- Introduced `ChangeReportingStyleOp` model for change reporting style operations.
- Implemented `op_change_reporting_style.py` for handling change reporting style requests.
- Updated `ClosePeriodResponse` to include `rule_summary` and `evaluated_structure_ids`.
- Added `PendingObligationDetailResponse` model to represent pending obligations.
- Enhanced `FiscalCalendarResponse` with new attributes for pending obligations.
- Updated various block types to include `COMPREHENSIVE_INCOME`.
- Improved `FactLite` model to include `element_name` and `element_qname`.
- Added `ClosePeriodResponseRuleSummaryType0` model for rule summary details.
@jfrench9 jfrench9 merged commit 9419ab6 into main May 14, 2026
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@jfrench9 jfrench9 deleted the feature/reporting-style branch May 14, 2026 02:59
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