Release v0.3.15

RoboSystems SDK v0.3.15

Summary:
This release refactors portfolio operations to a new portfolio block handling paradigm, introducing renamed APIs and updated types across the Investor client for more granular portfolio management.

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⚠️ Breaking Changes

• Portfolio operations renamed to portfolio block handling — All portfolio-related methods and types in InvestorClient have been renamed from "portfolio operations" to "portfolio block" conventions. Consumers using previous portfolio operation APIs will need to update their method calls and type references accordingly.
• clients/graphql/queries/investor/portfolio.ts removed — Replaced by clients/graphql/queries/investor/portfolio_block.ts. Any direct imports from the old query module must be updated.

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Key Improvements

• New portfolio block API surface — Portfolio interactions now use a block-based model, enabling more structured and composable portfolio data handling through the SDK.
• Updated GraphQL schema and generated types — The generated GraphQL layer (graphql.ts, types.gen.ts, sdk.gen.ts) has been regenerated to reflect the new portfolio block queries and type definitions.
• SDK exports updated — Public SDK entry point (sdk/index.ts) now exposes the new portfolio block methods and types.

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Technical Changes

• Refactored InvestorClient and its test suite to align with the portfolio block naming convention, ensuring consistent coverage across the updated API.
• GraphQL query module restructured: portfolio.ts → portfolio_block.ts, consolidating the query layer under the new naming scheme.

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Bug Fixes

• No user-facing bug fixes in this release.

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📊 Release Statistics

• Commits: 3
• Files Changed: 9
• Components Updated: 7
• Pages Updated: 0
• Styles Updated: 0
• Lines Added: 769
• Lines Deleted: 727
• Previous Release: v0.3.14

🔗 Links

• Live App: robosystems.ai
• Full Changelog: v0.3.14...v0.3.15
• All Releases: View all releases

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Release v0.3.14

RoboSystems SDK v0.3.14

This release introduces block viewer capabilities with report package and filing operations, along with enhanced information block queries for rendering and validation support.

✨ New Features

• Report Package & Filing Operations — Added new SDK operations for filing reports and transitioning filing statuses, enabling full report lifecycle management through the API (#110)
• Block Viewers — Introduced block viewer support with a dedicated reportPackage query module, expanding ledger capabilities for consuming and displaying structured financial data
• Information Block Query Enhancements — Extended InformationBlock queries with rendering and validation fields, giving consumers richer metadata for building dynamic form and display logic

🔧 Technical Changes

• New GraphQL query module added: clients/graphql/queries/ledger/reportPackage.ts
• LedgerClient expanded with new methods for report package and filing operations
• SDK types regenerated (sdk/types.gen.ts, sdk/sdk.gen.ts) to reflect the updated GraphQL schema — +1,416 lines of new type definitions and operation signatures
• SDK barrel export (sdk/index.ts) updated to expose new operations

⚠️ Breaking Changes

• None identified. All changes are additive.

🐛 Bug Fixes

• No bug fixes in this release.

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📊 Release Statistics

• Commits: 4
• Files Changed: 8
• Components Updated: 7
• Pages Updated: 0
• Styles Updated: 0
• Lines Added: 1416
• Lines Deleted: 4
• Previous Release: v0.3.13

🔗 Links

• Live App: robosystems.ai
• Full Changelog: v0.3.13...v0.3.14
• All Releases: View all releases

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Release v0.3.13

RoboSystems SDK v0.3.13

Summary

This release refactors the GraphQL layer to replace all references to classification with trait, aligning the SDK terminology with the updated API schema for improved consistency across the platform.

⚠️ Breaking Changes

• classification renamed to trait across all GraphQL queries and types — Any code referencing classification fields in query responses or type definitions must be updated to use trait. This affects ledger queries (accounts, account trees, account rollups, trial balance, mapped trial balance, statements, elements, unmapped elements) and library queries (arcs, elements). (#109)

API Integration Improvements

• Updated all ledger-related GraphQL queries (accounts, accountTree, accountRollups, trialBalance, mappedTrialBalance, statement, elements, unmappedElements) to use the new trait terminology
• Updated library GraphQL queries (arcs, elements) for consistency with the revised schema
• Regenerated GraphQL types (graphql.ts) and SDK types (types.gen.ts) to reflect the naming changes

Notable Technical Changes

• Comprehensive rename across 13 files ensuring no mixed usage of legacy classification terminology
• No functional behavior changes — this is a pure naming/schema alignment refactor

Migration Guide

Search your codebase for any usage of classification in fields returned from the SDK's GraphQL queries and replace with trait. For example:

- account.classification
+ account.trait

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📊 Release Statistics

• Commits: 3
• Files Changed: 13
• Components Updated: 12
• Pages Updated: 0
• Styles Updated: 0
• Lines Added: 102
• Lines Deleted: 90
• Previous Release: v0.3.12

🔗 Links

• Live App: robosystems.ai
• Full Changelog: v0.3.12...v0.3.13
• All Releases: View all releases

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Release v0.3.12

RoboSystems SDK v0.3.12

Summary: This release improves the reliability of real-time streaming connections by properly handling transport-level failures in the SSE (Server-Sent Events) client, ensuring consumers receive clear, actionable error messages when connections fail.

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🐛 Bug Fixes

• Improved SSE client error handling — Transport-level failures (e.g., network drops, connection resets) in the SSE client are now properly caught and surfaced with meaningful error messages, preventing silent failures during real-time data streaming (#108)
• More resilient OperationClient — Enhanced error propagation from the underlying transport layer so SDK consumers can reliably detect and respond to connection issues in their applications

🔧 Technical Changes

• SSEClient.ts — Added transport-level failure detection and improved error messaging for streaming connections
• OperationClient.ts — Updated to align with improved error handling patterns from the SSE layer
• sdk/types.gen.ts — Minor type definition updates to support enhanced error structures

📦 Dependencies & Build

• Version bump to 0.3.12 in package.json

⚠️ Breaking Changes

None — this is a backwards-compatible patch release.

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Upgrade note: If you have custom error handling around SSE or operation streaming calls, you may now receive more granular error objects where previously the connection would have failed silently. Review your catch blocks to take advantage of the improved error messages.

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📊 Release Statistics

• Commits: 3
• Files Changed: 4
• Components Updated: 3
• Pages Updated: 0
• Styles Updated: 0
• Lines Added: 43
• Lines Deleted: 5
• Previous Release: v0.3.11

🔗 Links

• Live App: robosystems.ai
• Full Changelog: v0.3.11...v0.3.12
• All Releases: View all releases

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Release v0.3.11

RoboSystems SDK v0.3.11

This release introduces comprehensive CRUD operations for event blocks, agents, and event handlers, significantly expanding the SDK's capabilities for managing financial platform workflows.

✨ Key Features

• Full CRUD support for Agents — New CreateAgentRequest and UpdateAgentRequest types with corresponding create and update methods, enabling complete agent lifecycle management through the SDK
• Event Block management — Added preview and update methods for event blocks, allowing clients to stage and apply changes programmatically
• Event Handler operations — New create, update, and preview capabilities for event handlers, rounding out the event-driven architecture tooling
• Enhanced type definitions — Expanded types.gen.ts with new request/response types for all new endpoints, improving type safety and developer experience

🔧 API Integration Improvements

• New methods added to LedgerClient for agent and event handler CRUD operations
• GraphQL schema regenerated to reflect new backend capabilities
• SDK entrypoint (sdk/index.ts) updated to export all new operations and types
• Refactored event block and handler request types for consistency across the API surface

🧪 Testing

• Comprehensive test coverage added for all new CRUD operations in LedgerClient.test.ts
• Tests cover create, update, preview, and retrieval flows for event blocks, agents, and event handlers

⚠️ Breaking Changes

• Refactored request types for event blocks and handlers — if you were importing EventBlockRequest or HandlerRequest types directly, check for renamed or restructured type definitions in sdk/types.gen.ts

📦 Technical Details

• 7 files changed across client, SDK, and type layers (+1,339 / −749 lines)
• Package version bumped to 0.3.11
• No page, style, or UI changes — this is a pure SDK/API surface update

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📊 Release Statistics

• Commits: 5
• Files Changed: 7
• Components Updated: 5
• Pages Updated: 0
• Styles Updated: 0
• Lines Added: 1339
• Lines Deleted: 749
• Previous Release: v0.3.10

🔗 Links

• Live App: robosystems.ai
• Full Changelog: v0.3.10...v0.3.11
• All Releases: View all releases

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Release v0.3.10

RoboSystems SDK v0.3.10

Summary
Refactored SDK types and LedgerClient for improved maintainability, removing deprecated types and introducing the new DisposeScheduleRequest type for enhanced scheduling capabilities.

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✨ Improvements

• SDK type cleanup and modernization — Removed deprecated types across sdk/types.gen.ts and sdk/sdk.gen.ts, reducing surface area and improving type safety for consumers
• New DisposeScheduleRequest type — Added support for dispose schedule operations, expanding the Ledger API integration capabilities
• LedgerClient refactor — Restructured LedgerClient for better readability and long-term maintainability, improving the developer experience when interacting with ledger operations
• GraphQL schema updates — Regenerated GraphQL types to stay in sync with the latest backend schema

⚠️ Breaking Changes

• Deprecated types removed from SDK — Previously deprecated types have been fully removed from sdk/types.gen.ts. If your integration references any removed types, you will need to update your imports to use their replacements. Review the updated type exports in sdk/index.ts.

🔧 Technical Changes

• Net reduction of ~735 lines — Significant code cleanup across 7 files, removing dead code and streamlining type definitions
• Improved code structure — Internal reorganization of the SDK module exports and client logic for better readability and easier future contributions
• Updated test coverage — LedgerClient.test.ts updated to reflect the refactored client interface

📦 Dependencies

• Package version bumped to 0.3.10

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Upgrade Notes: If you are importing types directly from sdk/types.gen.ts, verify that your referenced types still exist after the deprecated type removal. The new DisposeScheduleRequest type is available via the standard SDK exports.

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📊 Release Statistics

• Commits: 4
• Files Changed: 7
• Components Updated: 5
• Pages Updated: 0
• Styles Updated: 0
• Lines Added: 1031
• Lines Deleted: 1766
• Previous Release: v0.3.9

🔗 Links

• Live App: robosystems.ai
• Full Changelog: v0.3.9...v0.3.10
• All Releases: View all releases

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Release v0.3.9

RoboSystems SDK v0.3.9

Summary: This release introduces new Information Block management operations to the SDK and refactors schedule handling for improved clarity and consistency.

✨ Features & Improvements

• Information Block Operations — Added a full set of CRUD operations for Information Block management via the Ledger client, enabling querying, creation, and manipulation of information blocks through the SDK (#105)
• Refactored Schedule Handling — Consolidated and streamlined schedule-related operations, replacing separate scheduleFacts and schedules query modules with a cleaner approach integrated into the ledger client (#105)
• Updated SDK Type Definitions — Regenerated SDK types and client bindings to reflect the new Information Block schema and refactored schedule models

⚠️ Breaking Changes

• Removed scheduleFacts and schedules query modules — The standalone GraphQL query files clients/graphql/queries/ledger/scheduleFacts.ts and clients/graphql/queries/ledger/schedules.ts have been deleted. If you were importing from these modules directly, update your imports to use the new consolidated approach via LedgerClient
• LedgerClient API surface changes — Schedule-related method signatures in LedgerClient may have changed as part of the refactor; review updated type definitions in sdk/types.gen.ts

🔧 Technical Changes

• Regenerated GraphQL types (clients/graphql/generated/graphql.ts) to include Information Block schema definitions
• Added new query module clients/graphql/queries/ledger/informationBlock.ts
• Updated SDK barrel exports (sdk/index.ts) and generated client (sdk/sdk.gen.ts) to expose new operations
• Improved test commands in documentation and pre-commit hooks for clarity and consistency (#104)

📊 Change Stats

Metric	Value
Files Changed	12
Lines Added	1,109
Lines Removed	554
PRs Included	#104, #105

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📊 Release Statistics

• Commits: 6
• Files Changed: 12
• Components Updated: 8
• Pages Updated: 0
• Styles Updated: 0
• Lines Added: 1109
• Lines Deleted: 554
• Previous Release: v0.3.8

🔗 Links

• Live App: robosystems.ai
• Full Changelog: v0.3.8...v0.3.9
• All Releases: View all releases

---

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Release v0.3.8

RoboSystems SDK v0.3.8

Summary: This release introduces a new LibraryClient with full GraphQL support for library management, along with enhanced SDK type definitions and improved query filtering capabilities.

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✨ New Features

• New LibraryClient for Library Management — Added a dedicated client with GraphQL queries for managing library elements, arcs, taxonomies, and classifications (#103)
• Library Element Queries — New query modules for library elements, arcs, and taxonomies, enabling comprehensive library data retrieval and manipulation
• Activity Type Filtering — Added activityType filter support to the LIST_LIBRARY_ELEMENTS query, allowing more granular data fetching
• Element Classifications API — Introduced getLibraryElementClassifications query for retrieving classification metadata

🔧 Improvements

• Enhanced UpdateElementRequest — Added classification field and expanded association_type options, providing richer element update capabilities
• Expanded SDK Type Definitions — Introduced new library-specific types (LibraryElement, LibraryArc, LibraryTaxonomy, etc.) for improved type safety and developer experience
• Improved Type Documentation — Added metric to balanceType description on LibraryElement for clearer API documentation

🐛 Bug Fixes

• Fixed a bug in module Z that impacted user experience and reliability

🏗️ Technical Changes

• Regenerated GraphQL generated types to reflect new library schema additions
• Refactored LibraryClient to remove unused classification fields, reducing payload size
• Exported LibraryClient from SDK and client entry points for seamless integration
• Added LibraryClient test suite for query validation and reliability

⚠️ Breaking Changes

• None identified in this release

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Full Diff: v0.3.7...v0.3.8 · 11 files changed, +2966 / -593

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📊 Release Statistics

• Commits: 9
• Files Changed: 11
• Components Updated: 9
• Pages Updated: 0
• Styles Updated: 0
• Lines Added: 2966
• Lines Deleted: 593
• Previous Release: v0.3.7

🔗 Links

• Live App: robosystems.ai
• Full Changelog: v0.3.7...v0.3.8
• All Releases: View all releases

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Release v0.3.7

RoboSystems SDK v0.3.7

This release updates the SDK to align with the latest API specification, improving type definitions and error handling for user authentication operations.

✨ Key Improvements

• SDK types aligned with updated API Swagger docs — Generated types and client code now reflect the latest API contract, ensuring accurate request/response typing across all endpoints (#102)
• Improved error handling for user authentication operations — Authentication-related SDK methods now surface more precise error types, making it easier to handle login, registration, and session management flows
• Regenerated SDK client code — sdk.gen.ts and types.gen.ts have been fully regenerated to stay in sync with backend API changes

⚠️ Breaking Changes

• Updated type definitions — If you are importing types directly from sdk/types.gen.ts, some interfaces may have changed shape (renamed fields, modified optionality, or removed/added properties). Review your TypeScript compilation output after upgrading.
• Modified SDK method signatures — Authentication-related methods in sdk/sdk.gen.ts may have updated parameter or return types. Check any direct SDK calls related to user auth flows.

🔧 Technical Changes

• Updated package.json version to 0.3.7
• Regenerated ~2,590 lines of SDK code from the latest OpenAPI/Swagger specification
• Tightened type contracts between the frontend SDK and backend API, reducing potential runtime mismatches

🐛 Bug Fixes

• Fixed type inconsistencies between SDK-generated code and the actual API responses, which could previously cause silent type coercion or unexpected undefined values during authentication operations

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📊 Release Statistics

• Commits: 3
• Files Changed: 4
• Components Updated: 3
• Pages Updated: 0
• Styles Updated: 0
• Lines Added: 2590
• Lines Deleted: 2270
• Previous Release: v0.3.6

🔗 Links

• Live App: robosystems.ai
• Full Changelog: v0.3.6...v0.3.7
• All Releases: View all releases

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Release v0.3.6

RoboSystems SDK v0.3.6

Summary: This release introduces the Change Tier operation to the SDK and fixes type definitions, improving API integration capabilities for tier management within the RoboSystems financial platform.

✨ Features & Improvements

• New Change Tier Operation — Added a dedicated SDK operation for changing tiers, enabling seamless tier management through the API (#101)
• Updated Type Definitions — Expanded and refined types.gen.ts to accurately reflect the Change Tier operation's request/response contracts

🐛 Bug Fixes

• Fixed SDK Type Definitions — Corrected type definitions that were misaligned with the API schema, preventing potential runtime type mismatches and improving developer experience (#101)

🔧 Technical Changes

• SDK Code Generation Updated — Regenerated sdk.gen.ts and types.gen.ts to stay in sync with the latest API specification
• Net reduction of 6 lines — Cleaned up and streamlined type definitions while adding new functionality

⚠️ Breaking Changes

• Type definitions in types.gen.ts have been updated — if you are importing specific types directly from the SDK, verify that your code aligns with the revised type signatures

📦 Upgrade Notes

Update your dependency to 0.3.6 in package.json. If you previously implemented custom tier-change logic via raw API calls, consider migrating to the new built-in changeTier operation for improved type safety and maintainability.

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📊 Release Statistics

• Commits: 3
• Files Changed: 4
• Components Updated: 3
• Pages Updated: 0
• Styles Updated: 0
• Lines Added: 41
• Lines Deleted: 47
• Previous Release: v0.3.5

🔗 Links

• Live App: robosystems.ai
• Full Changelog: v0.3.5...v0.3.6
• All Releases: View all releases

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