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Add investor API endpoints for portfolio, position, and security management (#75)
## Summary Introduces the core RoboInvestor client module, adding a complete set of investor API endpoints and corresponding data models for managing portfolios, positions, securities, and holdings. This is a foundational feature that enables programmatic interaction with the investor service. ## Key Accomplishments ### New API Endpoints (`robosystems_client/api/investor/`) - **Portfolios**: Full CRUD operations — `create_portfolio`, `get_portfolio`, `list_portfolios`, `update_portfolio`, `delete_portfolio` - **Positions**: Full CRUD operations — `create_position`, `get_position`, `list_positions`, `update_position`, `delete_position` - **Securities**: Full CRUD operations — `create_security`, `get_security`, `list_securities`, `update_security`, `delete_security` - **Holdings**: Read support via `list_holdings` ### New Data Models (`robosystems_client/models/`) - **Request models**: `CreatePortfolioRequest`, `CreatePositionRequest`, `CreateSecurityRequest`, `UpdatePortfolioRequest`, `UpdatePositionRequest`, `UpdateSecurityRequest` - **Response models**: `PortfolioResponse`, `PositionResponse`, `SecurityResponse`, `HoldingResponse`, `HoldingSecuritySummary` - **List response models**: `PortfolioListResponse`, `PositionListResponse`, `SecurityListResponse`, `HoldingsListResponse` - **Supporting models**: `CreateSecurityRequestTerms`, `SecurityResponseTerms`, `UpdateSecurityRequestTermsType0` ### Modified Files - **`robosystems_client/models/__init__.py`**: Updated to export all new model classes - **`robosystems_client/api/subgraphs/create_subgraph.py`**: Minor modifications (likely import or structural alignment) ## Scope - **37 files changed** across API endpoints and models - **~5,840 lines added**, representing a comprehensive, auto-generated (or consistently structured) client SDK layer - List endpoints for positions and securities include filtering/query parameter support (~256 lines each), suggesting rich querying capabilities ## Breaking Changes None expected. This is a purely additive feature introducing a new `investor` API module alongside existing modules (e.g., `subgraphs`). The minor modification to `create_subgraph.py` should be reviewed to confirm backward compatibility. ## Testing Notes - Verify each endpoint (create, get, list, update, delete) for portfolios, positions, and securities against a running investor API service - Validate request/response serialization and deserialization for all new models - Confirm list endpoints correctly handle pagination and filtering parameters - Test error handling and edge cases (e.g., missing required fields, invalid IDs) - Ensure the `create_subgraph` modification does not regress existing subgraph functionality ## Infrastructure Considerations - The investor API service must be available and configured for client connectivity - Environment or client configuration may need to be updated to include investor service base URLs or authentication credentials - Consider API versioning strategy as this represents a significant new surface area --- 🤖 Generated with [Claude Code](https://claude.ai/code) **Branch Info:** - Source: `feature/roboinvestor-core` - Target: `main` - Type: feature Co-Authored-By: Claude <noreply@anthropic.com>
2 parents e0ac365 + f0097f9 commit 0e5a800

37 files changed

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‎robosystems_client/api/investor/__init__.py‎

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"""Contains endpoint functions for accessing the API"""

‎robosystems_client/api/investor/create_portfolio.py‎

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from http import HTTPStatus
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from typing import Any
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from urllib.parse import quote
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import httpx
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from ... import errors
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from ...client import AuthenticatedClient, Client
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from ...models.create_portfolio_request import CreatePortfolioRequest
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from ...models.http_validation_error import HTTPValidationError
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from ...models.portfolio_response import PortfolioResponse
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from ...types import Response
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def _get_kwargs(
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graph_id: str,
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*,
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body: CreatePortfolioRequest,
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) -> dict[str, Any]:
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headers: dict[str, Any] = {}
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_kwargs: dict[str, Any] = {
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"method": "post",
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"url": "/v1/investor/{graph_id}/portfolios".format(
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graph_id=quote(str(graph_id), safe=""),
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),
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}
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_kwargs["json"] = body.to_dict()
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headers["Content-Type"] = "application/json"
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_kwargs["headers"] = headers
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return _kwargs
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def _parse_response(
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*, client: AuthenticatedClient | Client, response: httpx.Response
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) -> HTTPValidationError | PortfolioResponse | None:
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if response.status_code == 201:
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response_201 = PortfolioResponse.from_dict(response.json())
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return response_201
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if response.status_code == 422:
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response_422 = HTTPValidationError.from_dict(response.json())
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return response_422
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if client.raise_on_unexpected_status:
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raise errors.UnexpectedStatus(response.status_code, response.content)
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else:
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return None
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def _build_response(
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*, client: AuthenticatedClient | Client, response: httpx.Response
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) -> Response[HTTPValidationError | PortfolioResponse]:
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return Response(
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status_code=HTTPStatus(response.status_code),
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content=response.content,
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headers=response.headers,
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parsed=_parse_response(client=client, response=response),
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)
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def sync_detailed(
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graph_id: str,
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*,
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client: AuthenticatedClient,
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body: CreatePortfolioRequest,
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) -> Response[HTTPValidationError | PortfolioResponse]:
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"""Create Portfolio
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Args:
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graph_id (str):
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body (CreatePortfolioRequest):
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Raises:
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errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
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httpx.TimeoutException: If the request takes longer than Client.timeout.
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Returns:
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Response[HTTPValidationError | PortfolioResponse]
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"""
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kwargs = _get_kwargs(
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graph_id=graph_id,
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body=body,
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)
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response = client.get_httpx_client().request(
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**kwargs,
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)
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return _build_response(client=client, response=response)
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def sync(
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graph_id: str,
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*,
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client: AuthenticatedClient,
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body: CreatePortfolioRequest,
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) -> HTTPValidationError | PortfolioResponse | None:
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"""Create Portfolio
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Args:
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graph_id (str):
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body (CreatePortfolioRequest):
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Raises:
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errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
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httpx.TimeoutException: If the request takes longer than Client.timeout.
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Returns:
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HTTPValidationError | PortfolioResponse
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"""
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return sync_detailed(
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graph_id=graph_id,
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client=client,
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body=body,
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).parsed
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async def asyncio_detailed(
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graph_id: str,
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*,
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client: AuthenticatedClient,
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body: CreatePortfolioRequest,
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) -> Response[HTTPValidationError | PortfolioResponse]:
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"""Create Portfolio
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Args:
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graph_id (str):
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body (CreatePortfolioRequest):
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Raises:
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errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
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httpx.TimeoutException: If the request takes longer than Client.timeout.
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Returns:
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Response[HTTPValidationError | PortfolioResponse]
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"""
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kwargs = _get_kwargs(
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graph_id=graph_id,
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body=body,
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)
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response = await client.get_async_httpx_client().request(**kwargs)
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return _build_response(client=client, response=response)
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async def asyncio(
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graph_id: str,
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*,
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client: AuthenticatedClient,
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body: CreatePortfolioRequest,
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) -> HTTPValidationError | PortfolioResponse | None:
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"""Create Portfolio
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Args:
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graph_id (str):
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body (CreatePortfolioRequest):
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Raises:
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errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
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httpx.TimeoutException: If the request takes longer than Client.timeout.
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Returns:
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HTTPValidationError | PortfolioResponse
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"""
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return (
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await asyncio_detailed(
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graph_id=graph_id,
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client=client,
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body=body,
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)
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).parsed

‎robosystems_client/api/investor/create_position.py‎

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from http import HTTPStatus
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from typing import Any
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from urllib.parse import quote
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import httpx
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from ... import errors
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from ...client import AuthenticatedClient, Client
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from ...models.create_position_request import CreatePositionRequest
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from ...models.http_validation_error import HTTPValidationError
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from ...models.position_response import PositionResponse
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from ...types import Response
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def _get_kwargs(
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graph_id: str,
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*,
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body: CreatePositionRequest,
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) -> dict[str, Any]:
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headers: dict[str, Any] = {}
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_kwargs: dict[str, Any] = {
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"method": "post",
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"url": "/v1/investor/{graph_id}/positions".format(
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graph_id=quote(str(graph_id), safe=""),
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),
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}
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_kwargs["json"] = body.to_dict()
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headers["Content-Type"] = "application/json"
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_kwargs["headers"] = headers
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return _kwargs
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def _parse_response(
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*, client: AuthenticatedClient | Client, response: httpx.Response
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) -> HTTPValidationError | PositionResponse | None:
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if response.status_code == 201:
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response_201 = PositionResponse.from_dict(response.json())
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return response_201
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if response.status_code == 422:
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response_422 = HTTPValidationError.from_dict(response.json())
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return response_422
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if client.raise_on_unexpected_status:
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raise errors.UnexpectedStatus(response.status_code, response.content)
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else:
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return None
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def _build_response(
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*, client: AuthenticatedClient | Client, response: httpx.Response
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) -> Response[HTTPValidationError | PositionResponse]:
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return Response(
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status_code=HTTPStatus(response.status_code),
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content=response.content,
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headers=response.headers,
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parsed=_parse_response(client=client, response=response),
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)
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def sync_detailed(
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graph_id: str,
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*,
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client: AuthenticatedClient,
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body: CreatePositionRequest,
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) -> Response[HTTPValidationError | PositionResponse]:
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"""Create Position
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Args:
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graph_id (str):
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body (CreatePositionRequest):
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Raises:
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errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
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httpx.TimeoutException: If the request takes longer than Client.timeout.
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Returns:
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Response[HTTPValidationError | PositionResponse]
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"""
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kwargs = _get_kwargs(
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graph_id=graph_id,
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body=body,
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)
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response = client.get_httpx_client().request(
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**kwargs,
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)
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return _build_response(client=client, response=response)
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def sync(
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graph_id: str,
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*,
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client: AuthenticatedClient,
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body: CreatePositionRequest,
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) -> HTTPValidationError | PositionResponse | None:
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"""Create Position
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Args:
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graph_id (str):
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body (CreatePositionRequest):
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Raises:
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errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
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httpx.TimeoutException: If the request takes longer than Client.timeout.
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Returns:
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HTTPValidationError | PositionResponse
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"""
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return sync_detailed(
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graph_id=graph_id,
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client=client,
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body=body,
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).parsed
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async def asyncio_detailed(
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graph_id: str,
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*,
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client: AuthenticatedClient,
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body: CreatePositionRequest,
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) -> Response[HTTPValidationError | PositionResponse]:
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"""Create Position
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Args:
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graph_id (str):
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body (CreatePositionRequest):
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Raises:
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errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
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httpx.TimeoutException: If the request takes longer than Client.timeout.
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Returns:
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Response[HTTPValidationError | PositionResponse]
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"""
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kwargs = _get_kwargs(
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graph_id=graph_id,
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body=body,
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)
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response = await client.get_async_httpx_client().request(**kwargs)
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return _build_response(client=client, response=response)
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async def asyncio(
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graph_id: str,
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*,
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client: AuthenticatedClient,
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body: CreatePositionRequest,
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) -> HTTPValidationError | PositionResponse | None:
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"""Create Position
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Args:
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graph_id (str):
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body (CreatePositionRequest):
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Raises:
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errors.UnexpectedStatus: If the server returns an undocumented status code and Client.raise_on_unexpected_status is True.
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httpx.TimeoutException: If the request takes longer than Client.timeout.
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Returns:
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HTTPValidationError | PositionResponse
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"""
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return (
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await asyncio_detailed(
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graph_id=graph_id,
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client=client,
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body=body,
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)
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).parsed

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