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feat(ledger): the entity's treatment and membership, and scope on the live statement - #258

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jfrench9 merged 1 commit into
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feature/consolidation-c1-scope
Oct 17, 2026
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jfrench9 merged 1 commit into
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feature/consolidation-c1-scope

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Summary

The regeneration for robosystems #1843 (consolidation C1's first slice), taken against the local stack running main at the merge of #1846. An entity now carries how the group treats it and for which months it belonged, and the live statement takes a scope. A client minor; the version moves at publish.

Changes

  • Entity — consolidation_method (full | equity | cost | none), entity_role (operating | consolidation), joined_on, left_on on the entity response; the first three plus joined_on optional on create-entity, all four on update-entity. The facade's entity reads (GetLedgerEntity, ListLedgerEntities) select the four fields, so get_entity / list_entities return them — an app can tell the consolidation entity apart and show a member's treatment.
  • Live statement — scope (entity | combined | consolidated) on the request; consolidated: true stays as the older spelling. The response says which scope it rendered.
  • Drift since the last regeneration, riding along as the rule asks: the fact row's period_role (the equity roll-forward, robosystems #1832), extends_network on a taxonomy block's structures (style extensions, #1837), the consolidation chart template (#1827), a block's own name on information-block summaries (#1834, Python schema only), the flow_qname copy (#1845). The rest of the generated diff is comment drift.

Breaking Changes

None. Generated tier, additive; the facades' signatures are unchanged.

Testing

The repo's full gate ran green after the regeneration and the document change (Python: 691 passed, 17 skipped, lint and typecheck clean; TypeScript: format, lint, typecheck, 446 tests). The entity documents now select four fields that exist on the server only from the next robosystems release after v1.18.4 (the one carrying #1843); until that deploys, get_entity / list_entities fail validation against production. The apps pin the client by lockfile, so nothing moves until a bump.

Certification

  • I have the right to submit this work under the Apache 2.0 license, and do so. Where any part of it is owned by my employer, I have their permission.

🤖 Generated with Claude Code

https://claude.ai/code/session_01M6TRefZ8MTAxax6pMxer4q

… live statement

Regenerated against robosystems main at the merge of #1846. The entity
carries `consolidation_method`, `entity_role`, `joined_on` and `left_on`,
and the facade's entity reads select them; `live-financial-statement`
takes `scope` (entity | combined | consolidated) and says which it
rendered. The drift since the last regeneration rides along: the fact
row's `period_role`, `extends_network` on a taxonomy block's structures,
the `consolidation` chart template, a block's own name on summaries, and
the `flow_qname` copy.

Claude-Session: https://claude.ai/code/session_01M6TRefZ8MTAxax6pMxer4q
@jfrench9
jfrench9 merged commit 0113adf into main Oct 17, 2026
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@jfrench9
jfrench9 deleted the feature/consolidation-c1-scope branch October 17, 2026 18:12
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