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feat: create_journal_entry tags a consolidating entry - #265

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jfrench9 merged 1 commit into
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feature/consolidating-entry-tags
Oct 20, 2026
Merged

jfrench9 merged 1 commit into
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feature/consolidating-entry-tags

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Summary

create_journal_entry can now tag a consolidating entry posted in a reporting group's consolidation entity. It names what the entry adjusts (adjustment_kind) and the entity whose figures it adjusts (adjusts_entity_id). The consolidation engine counts a tagged entry toward what the group already holds, so an elimination posted by hand is not proposed again. Without the tags, it could be proposed and posted twice. The API has accepted and validated both fields since consolidation C2; the facade had no way to send them.

Changes

  • Hand-written facade (robosystems_client/clients/ledger_client.py): create_journal_entry takes optional adjustment_kind and adjusts_entity_id and carries them in the journal_entry_recorded metadata. They're sent only when set.
  • No generated code changed. There is no async variant of this facade.

Compatibility

ADDITIVE: two new optional keyword arguments, and nothing is sent unless they are passed. The server already accepts both fields in production.

Testing

  • just test-all passes: 699 passed, 17 skipped; ruff, format, basedpyright clean.
  • New tests: a tagged entry carries both fields in its metadata, and an untagged entry carries neither.

Companion PRs: RoboFinSystems/robosystems-typescript-client (the same option on createJournalEntry), RoboFinSystems/roboledger-app (the journal entry modal on the consolidation entity).

🤖 Generated with Claude Code

…d, adjusts_entity_id)

An entry posted by hand in the group's consolidation entity names what it adjusts and the entity whose figures it adjusts, so the consolidation engine counts it toward what it already holds instead of proposing the elimination again.
@jfrench9
jfrench9 merged commit ee22858 into main Oct 20, 2026
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jfrench9 deleted the feature/consolidating-entry-tags branch October 20, 2026 04:28
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