How do I run the portfolios commands from the shell?

Table of Contents

This file documents the portfolios resource at the shell, one section per command. Every command is a subcommand of portfolios, and every section exports its own script into projects/ores.shell/scripts/library/. Loading a script runs that one command, so a failure names the command it came from.

1. Commands

1.1. list

Reads one page of the collection. Nothing addresses it but the caller's tenant, so it is the read that shows what exists.

The command is shaped like this:

portfolios list [--offset <n>] [--limit <n>] [--order <field>] [--desc]

It is addressed at refdata.v1.portfolios.list.

portfolios list --limit 1

1.2. get

Reads the one row its key addresses. A key states every identifying column, so a partial key is refused rather than answered with an arbitrary row.

The command is shaped like this:

portfolios get <id>

It is addressed at refdata.v1.portfolios.get.

portfolios get 00000000-0000-0000-0000-000000000000

1.3. get-many

Reads several rows in one request, one key group per row.

The command is shaped like this:

portfolios get-many <id>

It is addressed at refdata.v1.portfolios.get_many.

portfolios get-many 00000000-0000-0000-0000-000000000000

1.4. add

Writes a row. The change states that the row must not exist, so a create that collides with an existing row is refused rather than replacing it. The change carries a reason and a commentary, which the server records on it so the row's history says why it moved.

The command is shaped like this:

portfolios add <id> <name> <description> <parent_portfolio_id> <owner_unit_id> <purpose_type> <aggregation_ccy> <is_virtual> <status> <reason> <commentary>

It is addressed at refdata.v1.portfolios.put.

portfolios add 00000000-0000-0000-0000-000000000000 __none__ __none__ __none__ __none__ __none__ __none__ false __none__ system.new_record generated_script

1.5. set

Writes a row. The change states no precondition, so it replaces whatever row the key already addresses. The change carries a reason and a commentary, which the server records on it so the row's history says why it moved. Passing –version makes the write conditional on the version the caller last read.

The command is shaped like this:

portfolios set <id> <name> <description> <parent_portfolio_id> <owner_unit_id> <purpose_type> <aggregation_ccy> <is_virtual> <status> <reason> <commentary> [--version <n>]

It is addressed at refdata.v1.portfolios.put.

portfolios set 00000000-0000-0000-0000-000000000000 __none__ __none__ __none__ __none__ __none__ __none__ false __none__ system.new_record generated_script

1.6. put-many

Writes several rows in one request. The count states how many field groups follow. The change carries a reason and a commentary, which the server records on it so the row's history says why it moved.

The command is shaped like this:

portfolios put-many --count <n> <id> <name> <description> <parent_portfolio_id> <owner_unit_id> <purpose_type> <aggregation_ccy> <is_virtual> <status> <reason> <commentary>

It is addressed at refdata.v1.portfolios.put_many.

portfolios put-many --count 1 00000000-0000-0000-0000-000000000000 __none__ __none__ __none__ __none__ __none__ __none__ false __none__ system.new_record generated_script

1.7. delete

Removes a row. The change carries a reason and a commentary, which the server records on it so the row's history says why it moved. Passing –version makes the write conditional on the version the caller last read.

The command is shaped like this:

portfolios delete <id> <reason> <commentary> [--version <n>]

It is addressed at refdata.v1.portfolios.delete.

portfolios delete 00000000-0000-0000-0000-000000000000 system.new_record generated_script

1.8. delete-many

Removes several rows in one request. The change carries a reason and a commentary, which the server records on it so the row's history says why it moved.

The command is shaped like this:

portfolios delete-many <id> <reason> <commentary>

It is addressed at refdata.v1.portfolios.delete_many.

portfolios delete-many 00000000-0000-0000-0000-000000000000 system.new_record generated_script

1.9. versions

Reads the row's recorded history, newest first.

The command is shaped like this:

portfolios versions <id> [--offset <n>] [--limit <n>] [--order <field>] [--desc]

It is addressed at refdata.v1.portfolios_versions.list.

portfolios versions 00000000-0000-0000-0000-000000000000 --limit 1

1.10. version

Reads one recorded version of the row.

The command is shaped like this:

portfolios version <id> --version <n>

It is addressed at refdata.v1.portfolios_versions.get.

portfolios version 00000000-0000-0000-0000-000000000000 --version 1

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