Agents, business events, the handlers that post them to the GL, and journal entry corrections
27 operations.
/extensions/roboledger/{graph_id}/operations/create-agentCreate a counterparty record (customer, vendor, employee, etc.).
/extensions/roboledger/{graph_id}/operations/update-agentPatch counterparty fields.
/extensions/roboledger/{graph_id}/operations/create-dimensionAdd a member to a management dimension: a department, class, location or project (or an axis of your own) that ledger lines can carry, one member per axis per line.
/extensions/roboledger/{graph_id}/operations/update-dimensionRename a management dimension member, or retire it with isactive=false.
/extensions/roboledger/{graph_id}/operations/learn-classification-defaultsSeed each counterparty's default account from the bank lines already committed to the books, one for each entity whose lines it has: the account most of those lines went to…
/extensions/roboledger/{graph_id}/operations/accept-suggestionsTake the suggestion on every open bank line the filters select, oldest first: each is classified to its suggestedelementid through the same update a single line goes through, and…
/extensions/roboledger/{graph_id}/operations/create-event-blockPersist a real-world business event.
/extensions/roboledger/{graph_id}/operations/update-event-blockApply a status transition (captured → classified | committed | voided) and/or field corrections (description, effectiveat, metadatapatch) to an existing event block.
/extensions/roboledger/{graph_id}/operations/execute-event-blockFor events on a connection with writepolicy='qbauthoritative' or 'hybrid', publish the event's draft GL entries to the source-of-truth system (QuickBooks), each as its own…
/extensions/roboledger/{graph_id}/operations/create-event-handlerDefine a rule that fires GL transactions when a matching event block is created with applyhandlers=True.
/extensions/roboledger/{graph_id}/operations/update-event-handlerPatch an event handler's match criteria, template, priority, or active state.
/extensions/roboledger/{graph_id}/operations/preview-event-blockDry-run: resolve the matching handler and evaluate the transaction template without writing any rows.
/extensions/roboledger/{graph_id}/operations/preview-reconciling-itemRead what changed on a reconciling item — an event whose source-system payload changed after it was posted (list them with list-event-blocks isreconcilingitem=true).
/extensions/roboledger/{graph_id}/operations/resolve-reconciling-itemDispose of one reconciling item and clear its flag.
/extensions/roboledger/{graph_id}/operations/preview-reconciliationsCompare the ledger at a period end with something outside it, without recording anything.
/extensions/roboledger/{graph_id}/operations/refresh-reconciliationsRun every reconciliation that applies at a period end and record each result on its block.
/extensions/roboledger/{graph_id}/operations/record-statement-balanceRecord the ending balance of a statement (a bank, card or loan statement) for one balance-sheet account, and reconcile the account to it.
/extensions/roboledger/{graph_id}/operations/set-reconciliation-policyChange how much the close cares about one reconciliation: whether the period's close waits on it (requiredforclose); its materiality, the difference up to which it still counts as…
/extensions/roboledger/{graph_id}/operations/sign-off-reconciliationRecord your review of a reconciliation for a period.
/extensions/roboledger/{graph_id}/operations/record-opening-balanceRecord the balance sheet an entity's books start from, when its history does not come with them: one balance per balance-sheet account (assets, liabilities, equity), in cents,…
/extensions/roboledger/{graph_id}/operations/propose-consolidation-entriesDraft a month's consolidating entries in the group's consolidation entity: what preview-consolidation-entries computes, written as drafts that the consolidation entity's close…
/extensions/roboledger/{graph_id}/operations/set-allocation-overrideSet the outside owners' share of a member's result for one month in place of the pro-rata share its ownership percentage gives: a preferred return, a waterfall, a special…
/extensions/roboledger/{graph_id}/operations/record-acquisitionRecord a member the parent bought from its outside owners, for a member that joined mid-life (joinedon set) with its balance sheet at acquisition recorded by…
/extensions/roboledger/{graph_id}/operations/record-ownership-changeRecord the parent buying more of a member consolidated in full from its outside owners, or selling some of it to them while keeping control: the share it holds from a month…
/extensions/roboledger/{graph_id}/operations/record-deconsolidationRecord a member's leaving the group, once lefton is set on it: what the parent received for its shares in cents (0 for a dissolution) and the basis.
/extensions/roboledger/{graph_id}/operations/update-journal-entryUpdate a draft journal entry, or re-tag any entry's flows or management dimensions.
/extensions/roboledger/{graph_id}/operations/delete-journal-entryHard-delete a draft journal entry.