@ekwo-ai/core 0.13.0 → 0.15.0

package/dist/books/analytics.d.ts

@@ -0,0 +1,32 @@
+/**
+ * The analytic plan, and the result of each of its values.
+ *
+ * `analytic_report()` of the schema reads the posted ledger and gives, for
+ * each value of one axis, the income, the expense, the result and the
+ * movement of the fixed assets — a parent with the subtotal of the values
+ * below it, its own amount in the `direct_` columns — with one more row for
+ * the part no share of the axis reaches, and one for the total (decision
+ * 0076). This file finds the axis by its code, calls the function, and puts
+ * the unassigned and the total rows beside the values rather than among
+ * them. It adds nothing up: the subtotals and the total are the database's,
+ * and a sum worked out here would be a second answer (decision 0056).
+ */
+import { type Backend } from './backend.js';
+export interface ListAnalyticAxesArgs {
+    company_id: string;
+}
+export interface AnalyticReportArgs {
+    company_id: string;
+    /** The axis, by its code or its id. */
+    axis: string;
+    from: string;
+    to: string;
+}
+/**
+ * The axes of a company, each with its values, in the order of their codes.
+ * `required_on` says which lines must carry the axis whole at posting: none,
+ * expense, income or result.
+ */
+export declare function listAnalyticAxes(backend: Backend, args: ListAnalyticAxesArgs): Promise<unknown>;
+export declare function analyticReport(backend: Backend, args: AnalyticReportArgs): Promise<unknown>;
+//# sourceMappingURL=analytics.d.ts.map

package/dist/books/analytics.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"analytics.d.ts","sourceRoot":"","sources":["../../src/books/analytics.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;GAYG;AAEH,OAAO,EAAc,KAAK,OAAO,EAAY,MAAM,cAAc,CAAC;AAgBlE,MAAM,WAAW,oBAAoB;IACnC,UAAU,EAAE,MAAM,CAAC;CACpB;AAED,MAAM,WAAW,kBAAkB;IACjC,UAAU,EAAE,MAAM,CAAC;IACnB,uCAAuC;IACvC,IAAI,EAAE,MAAM,CAAC;IACb,IAAI,EAAE,MAAM,CAAC;IACb,EAAE,EAAE,MAAM,CAAC;CACZ;AAED;;;;GAIG;AACH,wBAAsB,gBAAgB,CAAC,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,oBAAoB,GAAG,OAAO,CAAC,OAAO,CAAC,CAwBrG;AAqBD,wBAAsB,cAAc,CAAC,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,kBAAkB,GAAG,OAAO,CAAC,OAAO,CAAC,CAyBjG"}

package/dist/books/analytics.js

@@ -0,0 +1,94 @@
+/**
+ * The analytic plan, and the result of each of its values.
+ *
+ * `analytic_report()` of the schema reads the posted ledger and gives, for
+ * each value of one axis, the income, the expense, the result and the
+ * movement of the fixed assets — a parent with the subtotal of the values
+ * below it, its own amount in the `direct_` columns — with one more row for
+ * the part no share of the axis reaches, and one for the total (decision
+ * 0076). This file finds the axis by its code, calls the function, and puts
+ * the unassigned and the total rows beside the values rather than among
+ * them. It adds nothing up: the subtotals and the total are the database's,
+ * and a sum worked out here would be a second answer (decision 0056).
+ */
+import { BooksError } from './backend.js';
+import { moneyFields } from './format.js';
+const MONEY = [
+    'income',
+    'expense',
+    'result',
+    'fixed_assets',
+    'direct_income',
+    'direct_expense',
+    'direct_result',
+    'direct_fixed_assets',
+];
+const UUID = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i;
+/**
+ * The axes of a company, each with its values, in the order of their codes.
+ * `required_on` says which lines must carry the axis whole at posting: none,
+ * expense, income or result.
+ */
+export async function listAnalyticAxes(backend, args) {
+    const [axes, values] = await Promise.all([
+        backend.select({
+            table: 'analytic_axes',
+            columns: ['id', 'code', 'name', 'active', 'required_on'],
+            where: [{ column: 'company_id', op: 'eq', value: args.company_id }],
+            order: [{ column: 'code' }],
+        }),
+        backend.select({
+            table: 'analytic_values',
+            columns: ['id', 'axis_id', 'code', 'name', 'parent_id', 'active'],
+            where: [{ column: 'company_id', op: 'eq', value: args.company_id }],
+            order: [{ column: 'code' }],
+        }),
+    ]);
+    return {
+        axes: axes.map((axis) => ({
+            ...axis,
+            values: values
+                .filter((value) => value['axis_id'] === axis['id'])
+                .map(({ axis_id: _axis, ...value }) => value),
+        })),
+        count: axes.length,
+    };
+}
+/** The axis a caller named, by code or by id, or the refusal that says which exist. */
+async function axisOf(backend, company, axis) {
+    const rows = await backend.select({
+        table: 'analytic_axes',
+        columns: ['id', 'code', 'name'],
+        where: [
+            { column: 'company_id', op: 'eq', value: company },
+            UUID.test(axis) ? { column: 'id', op: 'eq', value: axis } : { column: 'code', op: 'eq', value: axis },
+        ],
+    });
+    const found = rows[0];
+    if (found === undefined) {
+        throw new BooksError(`unknown_analytic_axis: no analytic axis "${axis}" in this company. list_analytic_axes (ekwo analytic axes) names the ones that exist.`);
+    }
+    return found;
+}
+export async function analyticReport(backend, args) {
+    const axis = await axisOf(backend, args.company_id, args.axis);
+    const rows = moneyFields(await backend.rpc('analytic_report', {
+        p_company_id: args.company_id,
+        p_axis_id: axis['id'],
+        p_from: args.from,
+        p_to: args.to,
+    }), MONEY);
+    const only = (kind) => {
+        const row = rows.find((r) => r['row_kind'] === kind);
+        return row === undefined ? null : Object.fromEntries(MONEY.map((key) => [key, row[key]]));
+    };
+    return {
+        period: { from: args.from, to: args.to },
+        axis,
+        values: rows.filter((row) => row['row_kind'] === 'value').map(({ row_kind: _kind, ...row }) => row),
+        unassigned: only('unassigned'),
+        total: only('total'),
+        note: 'Read from the posted ledger, closing entry left out, in the company\'s currency: income on the income accounts, expense on the expense accounts, result the difference, and fixed_assets the net movement of the fixed-asset accounts (debit less credit, ordinary entries only), beside the result and never in it. A value with others below it (parent_id, level) holds the subtotal of all of them; its own amount alone is in the direct_ columns. unassigned is the part no share of this axis reaches, and total the whole period: the direct_ amounts of the values and unassigned add up to total, and so do the values of level 0 and unassigned.',
+    };
+}
+//# sourceMappingURL=analytics.js.map

package/dist/books/analytics.js.map

@@ -0,0 +1 @@
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package/dist/books/columns.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"columns.d.ts","sourceRoot":"","sources":["../../src/books/columns.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,eAAO,MAAM,OAAO,UAuCnB,CAAC;AAEF,eAAO,MAAM,WAAW,UAAoE,CAAC;AAE7F,eAAO,MAAM,OAAO,UAUnB,CAAC;AAEF,eAAO,MAAM,OAAO,UAAmD,CAAC;AAExE,eAAO,MAAM,OAAO,UAcnB,CAAC;AAEF,eAAO,MAAM,GAAG,UAsBf,CAAC;AAEF,eAAO,MAAM,QAAQ,UA2BpB,CAAC;AAEF;;;;;GAKG;AACH,eAAO,MAAM,sBAAsB,UAQlC,CAAC;AAEF;;;;;;GAMG;AACH,eAAO,MAAM,sBAAsB,UAWlC,CAAC;AAEF;;;;;;GAMG;AACH,eAAO,MAAM,eAAe,UAoE3B,CAAC;AAEF,eAAO,MAAM,OAAO,UAgBnB,CAAC;AAEF,eAAO,MAAM,aAAa,UAmBzB,CAAC;AAEF,eAAO,MAAM,KAAK,UAejB,CAAC;AAEF,eAAO,MAAM,UAAU,UAsBtB,CAAC;AAEF,eAAO,MAAM,YAAY,UAYxB,CAAC;AAEF,eAAO,MAAM,gBAAgB,UAiB5B,CAAC;AAEF,eAAO,MAAM,OAAO,UAgBnB,CAAC;AAEF;;;;GAIG;AACH,gFAAgF;AAChF,eAAO,MAAM,gBAAgB,UAS5B,CAAC;AAEF,eAAO,MAAM,UAAU,UAYtB,CAAC;AAEF,+EAA+E;AAC/E,eAAO,MAAM,OAAO,UAWnB,CAAC;AAEF,+EAA+E;AAC/E,eAAO,MAAM,cAAc,UAW1B,CAAC;AAEF,eAAO,MAAM,QAAQ,UAQpB,CAAC;AAEF,eAAO,MAAM,cAAc,UAa1B,CAAC;AAEF,eAAO,MAAM,SAAS,UAarB,CAAC;AAEF;;;;;GAKG;AACH,eAAO,MAAM,YAAY,UAaxB,CAAC"}
+{"version":3,"file":"columns.d.ts","sourceRoot":"","sources":["../../src/books/columns.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,eAAO,MAAM,OAAO,UAyCnB,CAAC;AAEF,eAAO,MAAM,WAAW,UAAoE,CAAC;AAE7F,eAAO,MAAM,OAAO,UAUnB,CAAC;AAEF,eAAO,MAAM,OAAO,UAAmD,CAAC;AAExE,eAAO,MAAM,OAAO,UAiBnB,CAAC;AAEF,eAAO,MAAM,GAAG,UAsBf,CAAC;AAEF,eAAO,MAAM,QAAQ,UA2BpB,CAAC;AAEF;;;;;GAKG;AACH,eAAO,MAAM,sBAAsB,UAQlC,CAAC;AAEF;;;;;;GAMG;AACH,eAAO,MAAM,sBAAsB,UAWlC,CAAC;AAEF;;;;;;GAMG;AACH,eAAO,MAAM,eAAe,UAoE3B,CAAC;AAEF,eAAO,MAAM,OAAO,UAgBnB,CAAC;AAEF,eAAO,MAAM,aAAa,UAmBzB,CAAC;AAEF,eAAO,MAAM,KAAK,UAejB,CAAC;AAEF,eAAO,MAAM,UAAU,UAsBtB,CAAC;AAEF,eAAO,MAAM,YAAY,UAYxB,CAAC;AAEF,eAAO,MAAM,gBAAgB,UAiB5B,CAAC;AAEF,eAAO,MAAM,OAAO,UAgBnB,CAAC;AAEF;;;;GAIG;AACH,gFAAgF;AAChF,eAAO,MAAM,gBAAgB,UAS5B,CAAC;AAEF,eAAO,MAAM,UAAU,UAYtB,CAAC;AAEF,+EAA+E;AAC/E,eAAO,MAAM,OAAO,UAWnB,CAAC;AAEF,+EAA+E;AAC/E,eAAO,MAAM,cAAc,UAW1B,CAAC;AAEF,eAAO,MAAM,QAAQ,UAQpB,CAAC;AAEF,eAAO,MAAM,cAAc,UAa1B,CAAC;AAEF,eAAO,MAAM,SAAS,UAarB,CAAC;AAEF;;;;;GAKG;AACH,eAAO,MAAM,YAAY,UAaxB,CAAC"}

package/dist/books/columns.js

@@ -31,6 +31,8 @@ export const COMPANY = [
     'share_capital_currency',
     'activity_code',
     'activity_scheme',
+    'activity_description',
+    'identifiers',
     'document_template',
     'invoice_accent_color',
     'invoice_logo_position',
@@ -67,8 +69,11 @@ export const CONTACT = [
     'name',
     'contact_type',
     'vat_number',
+    'registration_number',
+    'identifiers',
     'auxiliary_code',
     'email',
+    'phone',
     'country',
     'payment_terms_days',
     'receivable_account_id',

package/dist/books/columns.js.map

@@ -1 +1 @@
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package/dist/books/contacts.d.ts

@@ -10,7 +10,12 @@ export interface CreateContactArgs {
     /** Left out, the database's own default applies. */
     contact_type?: ContactType | undefined;
     vat_number?: string | undefined;
+    /** The number of the commercial register of its country. */
+    registration_number?: string | undefined;
+    /** Every identifier with no column of its own, by the code of its scheme: `{ "<scheme>": "<identifier>" }`. */
+    identifiers?: Record<string, string> | undefined;
     email?: string | undefined;
+    phone?: string | undefined;
     country?: string | undefined;
     payment_terms_days?: number | undefined;
     auxiliary_code?: string | undefined;
@@ -40,4 +45,42 @@ export declare function resolveContact(backend: Backend, company: string, wanted
     id: string;
     name: string;
 }>;
+export interface MergeContactsArgs {
+    /** The contact that stays, and takes the history of the other. */
+    keep_contact_id: string;
+    /** The contact that is retired once everything naming it names the kept one. */
+    absorb_contact_id: string;
+}
+/**
+ * Merges two contacts of one company through `merge_contacts()` (decision
+ * 0074): every row naming the absorbed contact — posted lines and issued
+ * documents included — names the kept one, the learned motifs are folded, the
+ * kept contact's empty fields are filled, and the absorbed contact is retired.
+ * What moved and what was filled are the database's answer; the refusals are
+ * its own, by name.
+ */
+export declare function mergeContacts(backend: Backend, args: MergeContactsArgs): Promise<unknown>;
+export interface SuggestDuplicateContactsArgs {
+    company_id: string;
+}
+/** One probable pair, as `suggest_duplicate_contacts()` answers it, with the two names. */
+export interface DuplicateContactPair {
+    keep_id: string;
+    keep_name: string;
+    absorb_id: string;
+    absorb_name: string;
+    score: number;
+    /** The kinds of evidence, strongest first: `vat_number`, `registration_number`, `account`, `name`. */
+    evidence: string[];
+    because: string;
+}
+/**
+ * The contacts of a company that are probably one party, through
+ * `suggest_duplicate_contacts()` (decision 0075): one pair per row, strongest
+ * first, with the contact to keep, the score and the evidence. The pairs, the
+ * scores and which one to keep are the database's; this puts the two names
+ * beside the ids. It writes nothing: `mergeContacts()` joins a pair once a
+ * person has chosen it.
+ */
+export declare function suggestDuplicateContacts(backend: Backend, args: SuggestDuplicateContactsArgs): Promise<unknown>;
 //# sourceMappingURL=contacts.d.ts.map

package/dist/books/contacts.d.ts.map

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package/dist/books/contacts.js

@@ -66,4 +66,65 @@ export async function resolveContact(backend, company, wanted) {
     }
     return matches[0];
 }
+/**
+ * Merges two contacts of one company through `merge_contacts()` (decision
+ * 0074): every row naming the absorbed contact — posted lines and issued
+ * documents included — names the kept one, the learned motifs are folded, the
+ * kept contact's empty fields are filled, and the absorbed contact is retired.
+ * What moved and what was filled are the database's answer; the refusals are
+ * its own, by name.
+ */
+export async function mergeContacts(backend, args) {
+    const merge = only(await backend.rpc('merge_contacts', { p_keep: args.keep_contact_id, p_absorb: args.absorb_contact_id }), `contacts ${args.keep_contact_id} and ${args.absorb_contact_id} were not merged`);
+    const both = await backend.select({
+        table: 'contacts',
+        columns: [...columns.CONTACT, 'merged_into'],
+        where: [{ column: 'id', op: 'in', value: [args.keep_contact_id, args.absorb_contact_id] }],
+    });
+    const byId = new Map(both.map((contact) => [String(contact['id']), contact]));
+    return {
+        merge: {
+            id: merge['id'],
+            kept_id: merge['kept_id'],
+            absorbed_id: merge['absorbed_id'],
+            moved: merge['moved'],
+            filled: merge['filled'],
+            merged_by: merge['merged_by'],
+            merged_at: merge['merged_at'],
+        },
+        kept: byId.get(args.keep_contact_id) ?? null,
+        absorbed: byId.get(args.absorb_contact_id) ?? null,
+        note: 'Everything that named the absorbed contact names the kept one now, posted lines and issued documents included; the absorbed contact is retired, kept as the record of what was imported, and is named by no row again. There is no unmerge: the audit trail lists every line and document that moved.',
+    };
+}
+/**
+ * The contacts of a company that are probably one party, through
+ * `suggest_duplicate_contacts()` (decision 0075): one pair per row, strongest
+ * first, with the contact to keep, the score and the evidence. The pairs, the
+ * scores and which one to keep are the database's; this puts the two names
+ * beside the ids. It writes nothing: `mergeContacts()` joins a pair once a
+ * person has chosen it.
+ */
+export async function suggestDuplicateContacts(backend, args) {
+    const found = await backend.rpc('suggest_duplicate_contacts', { p_company_id: args.company_id });
+    const ids = [...new Set(found.flatMap((row) => [String(row['keep_id']), String(row['absorb_id'])]))];
+    const named = ids.length === 0
+        ? []
+        : await backend.select({ table: 'contacts', columns: ['id', 'name'], where: [{ column: 'id', op: 'in', value: ids }] });
+    const nameOf = new Map(named.map((contact) => [String(contact['id']), String(contact['name'])]));
+    const pairs = found.map((row) => ({
+        keep_id: String(row['keep_id']),
+        keep_name: nameOf.get(String(row['keep_id'])) ?? '',
+        absorb_id: String(row['absorb_id']),
+        absorb_name: nameOf.get(String(row['absorb_id'])) ?? '',
+        score: Number(row['score']),
+        evidence: String(row['evidence']).split(','),
+        because: String(row['because']),
+    }));
+    return {
+        pairs,
+        count: pairs.length,
+        note: 'Probable pairs, strongest first; nothing was written. The contact to keep is the one more ledger lines and documents name, then the older. Show the user both contacts and merge a pair only once they confirm it, with the contact they choose to keep.',
+    };
+}
 //# sourceMappingURL=contacts.js.map

package/dist/books/contacts.js.map

@@ -1 +1 @@
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+{"version":3,"file":"contacts.js","sourceRoot":"","sources":["../../src/books/contacts.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,OAAO,EAAE,UAAU,EAAuC,MAAM,cAAc,CAAC;AAC/E,OAAO,KAAK,OAAO,MAAM,cAAc,CAAC;AACxC,OAAO,EAAE,aAAa,EAAE,IAAI,EAAE,MAAM,aAAa,CAAC;AAGlD,MAAM,CAAC,MAAM,aAAa,GAAG,CAAC,UAAU,EAAE,UAAU,EAAE,MAAM,EAAE,UAAU,EAAE,OAAO,CAA2C,CAAC;AAgC7H,MAAM,CAAC,KAAK,UAAU,aAAa,CACjC,OAAgB,EAChB,IAAuB;IAEvB,MAAM,MAAM,GAAG,MAAM,aAAa,CAAC,OAAO,EAAE,UAAU,EAAE,IAAI,CAAC,UAAU,EAAE,IAAI,CAAC,UAAU,EAAE,OAAO,CAAC,OAAO,CAAC,CAAC;IAC3G,IAAI,MAAM,KAAK,SAAS;QAAE,OAAO,EAAE,OAAO,EAAE,MAAM,EAAE,QAAQ,EAAE,IAAI,EAAE,CAAC;IAErE,MAAM,EAAE,UAAU,EAAE,GAAG,IAAI,EAAE,GAAG,IAAI,CAAC;IACrC,MAAM,GAAG,GAAQ,EAAE,UAAU,EAAE,GAAG,IAAI,EAAE,CAAC;IACzC,MAAM,OAAO,GAAG,IAAI,CAClB,MAAM,OAAO,CAAC,MAAM,CAAM,UAAU,EAAE,CAAC,GAAG,CAAC,EAAE,OAAO,CAAC,OAAO,CAAC,EAC7D,kCAAkC,CACnC,CAAC;IACF,OAAO,EAAE,OAAO,EAAE,OAAO,EAAE,CAAC;AAC9B,CAAC;AAED,MAAM,CAAC,KAAK,UAAU,cAAc,CAClC,OAAgB,EAChB,IAAwB;IAExB,MAAM,KAAK,GAAa,CAAC,EAAE,MAAM,EAAE,YAAY,EAAE,EAAE,EAAE,IAAI,EAAE,KAAK,EAAE,IAAI,CAAC,UAAU,EAAE,CAAC,CAAC;IACrF,IAAI,IAAI,CAAC,KAAK,KAAK,SAAS;QAAE,KAAK,CAAC,IAAI,CAAC,EAAE,MAAM,EAAE,MAAM,EAAE,EAAE,EAAE,OAAO,EAAE,KAAK,EAAE,IAAI,IAAI,CAAC,KAAK,GAAG,EAAE,CAAC,CAAC;IACpG,IAAI,IAAI,CAAC,YAAY,KAAK,SAAS;QAAE,KAAK,CAAC,IAAI,CAAC,EAAE,MAAM,EAAE,cAAc,EAAE,EAAE,EAAE,IAAI,EAAE,KAAK,EAAE,IAAI,CAAC,YAAY,EAAE,CAAC,CAAC;IAChH,IAAI,IAAI,CAAC,UAAU,KAAK,SAAS;QAAE,KAAK,CAAC,IAAI,CAAC,EAAE,MAAM,EAAE,YAAY,EAAE,EAAE,EAAE,IAAI,EAAE,KAAK,EAAE,IAAI,CAAC,UAAU,EAAE,CAAC,CAAC;IAE1G,MAAM,QAAQ,GAAG,MAAM,OAAO,CAAC,MAAM,CAAM;QACzC,KAAK,EAAE,UAAU;QACjB,OAAO,EAAE,OAAO,CAAC,OAAO;QACxB,KAAK;QACL,KAAK,EAAE,CAAC,EAAE,MAAM,EAAE,MAAM,EAAE,CAAC;QAC3B,KAAK,EAAE,IAAI,CAAC,KAAK,IAAI,EAAE;KACxB,CAAC,CAAC;IACH,OAAO,EAAE,QAAQ,EAAE,KAAK,EAAE,QAAQ,CAAC,MAAM,EAAE,CAAC;AAC9C,CAAC;AAED,MAAM,IAAI,GAAG,iEAAiE,CAAC;AAE/E;;;;;;GAMG;AACH,MAAM,CAAC,KAAK,UAAU,cAAc,CAClC,OAAgB,EAChB,OAAe,EACf,MAAc;IAEd,IAAI,IAAI,CAAC,IAAI,CAAC,MAAM,CAAC;QAAE,OAAO,EAAE,EAAE,EAAE,MAAM,CAAC,WAAW,EAAE,EAAE,IAAI,EAAE,MAAM,EAAE,CAAC;IACzE,MAAM,KAAK,GAAG,MAAM,OAAO,CAAC,MAAM,CAA+B;QAC/D,KAAK,EAAE,UAAU;QACjB,OAAO,EAAE,CAAC,IAAI,EAAE,MAAM,CAAC;QACvB,KAAK,EAAE;YACL,EAAE,MAAM,EAAE,YAAY,EAAE,EAAE,EAAE,IAAI,EAAE,KAAK,EAAE,OAAO,EAAE;YAClD,EAAE,MAAM,EAAE,MAAM,EAAE,EAAE,EAAE,OAAO,EAAE,KAAK,EAAE,IAAI,MAAM,GAAG,EAAE;SACtD;QACD,KAAK,EAAE,CAAC,EAAE,MAAM,EAAE,MAAM,EAAE,CAAC;QAC3B,KAAK,EAAE,EAAE;KACV,CAAC,CAAC;IACH,MAAM,KAAK,GAAG,KAAK,CAAC,MAAM,CAAC,CAAC,OAAO,EAAE,EAAE,CAAC,OAAO,CAAC,IAAI,CAAC,WAAW,EAAE,KAAK,MAAM,CAAC,WAAW,EAAE,CAAC,CAAC;IAC7F,MAAM,OAAO,GAAG,KAAK,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,KAAK,CAAC;IACjD,IAAI,OAAO,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;QACzB,MAAM,IAAI,UAAU,CAAC,yDAAyD,MAAM,0BAA0B,EAAE;YAC9G,IAAI,EAAE,sHAAsH;SAC7H,CAAC,CAAC;IACL,CAAC;IACD,IAAI,OAAO,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;QACvB,MAAM,IAAI,UAAU,CAClB,sBAAsB,MAAM,OAAO,OAAO,CAAC,MAAM,cAAc,OAAO;aACnE,GAAG,CAAC,CAAC,OAAO,EAAE,EAAE,CAAC,GAAG,OAAO,CAAC,IAAI,KAAK,OAAO,CAAC,EAAE,GAAG,CAAC;aACnD,IAAI,CAAC,IAAI,CAAC,uBAAuB,CACrC,CAAC;IACJ,CAAC;IACD,OAAO,OAAO,CAAC,CAAC,CAAiC,CAAC;AACpD,CAAC;AASD;;;;;;;GAOG;AACH,MAAM,CAAC,KAAK,UAAU,aAAa,CAAC,OAAgB,EAAE,IAAuB;IAC3E,MAAM,KAAK,GAAG,IAAI,CAChB,MAAM,OAAO,CAAC,GAAG,CAAM,gBAAgB,EAAE,EAAE,MAAM,EAAE,IAAI,CAAC,eAAe,EAAE,QAAQ,EAAE,IAAI,CAAC,iBAAiB,EAAE,CAAC,EAC5G,YAAY,IAAI,CAAC,eAAe,QAAQ,IAAI,CAAC,iBAAiB,kBAAkB,CACjF,CAAC;IACF,MAAM,IAAI,GAAG,MAAM,OAAO,CAAC,MAAM,CAAM;QACrC,KAAK,EAAE,UAAU;QACjB,OAAO,EAAE,CAAC,GAAG,OAAO,CAAC,OAAO,EAAE,aAAa,CAAC;QAC5C,KAAK,EAAE,CAAC,EAAE,MAAM,EAAE,IAAI,EAAE,EAAE,EAAE,IAAI,EAAE,KAAK,EAAE,CAAC,IAAI,CAAC,eAAe,EAAE,IAAI,CAAC,iBAAiB,CAAC,EAAE,CAAC;KAC3F,CAAC,CAAC;IACH,MAAM,IAAI,GAAG,IAAI,GAAG,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,OAAO,EAAE,EAAE,CAAC,CAAC,MAAM,CAAC,OAAO,CAAC,IAAI,CAAC,CAAC,EAAE,OAAO,CAAC,CAAC,CAAC,CAAC;IAC9E,OAAO;QACL,KAAK,EAAE;YACL,EAAE,EAAE,KAAK,CAAC,IAAI,CAAC;YACf,OAAO,EAAE,KAAK,CAAC,SAAS,CAAC;YACzB,WAAW,EAAE,KAAK,CAAC,aAAa,CAAC;YACjC,KAAK,EAAE,KAAK,CAAC,OAAO,CAAC;YACrB,MAAM,EAAE,KAAK,CAAC,QAAQ,CAAC;YACvB,SAAS,EAAE,KAAK,CAAC,WAAW,CAAC;YAC7B,SAAS,EAAE,KAAK,CAAC,WAAW,CAAC;SAC9B;QACD,IAAI,EAAE,IAAI,CAAC,GAAG,CAAC,IAAI,CAAC,eAAe,CAAC,IAAI,IAAI;QAC5C,QAAQ,EAAE,IAAI,CAAC,GAAG,CAAC,IAAI,CAAC,iBAAiB,CAAC,IAAI,IAAI;QAClD,IAAI,EAAE,uSAAuS;KAC9S,CAAC;AACJ,CAAC;AAkBD;;;;;;;GAOG;AACH,MAAM,CAAC,KAAK,UAAU,wBAAwB,CAAC,OAAgB,EAAE,IAAkC;IACjG,MAAM,KAAK,GAAG,MAAM,OAAO,CAAC,GAAG,CAAM,4BAA4B,EAAE,EAAE,YAAY,EAAE,IAAI,CAAC,UAAU,EAAE,CAAC,CAAC;IACtG,MAAM,GAAG,GAAG,CAAC,GAAG,IAAI,GAAG,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,GAAG,EAAE,EAAE,CAAC,CAAC,MAAM,CAAC,GAAG,CAAC,SAAS,CAAC,CAAC,EAAE,MAAM,CAAC,GAAG,CAAC,WAAW,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC;IACrG,MAAM,KAAK,GACT,GAAG,CAAC,MAAM,KAAK,CAAC;QACd,CAAC,CAAC,EAAE;QACJ,CAAC,CAAC,MAAM,OAAO,CAAC,MAAM,CAAM,EAAE,KAAK,EAAE,UAAU,EAAE,OAAO,EAAE,CAAC,IAAI,EAAE,MAAM,CAAC,EAAE,KAAK,EAAE,CAAC,EAAE,MAAM,EAAE,IAAI,EAAE,EAAE,EAAE,IAAI,EAAE,KAAK,EAAE,GAAG,EAAE,CAAC,EAAE,CAAC,CAAC;IACjI,MAAM,MAAM,GAAG,IAAI,GAAG,CAAC,KAAK,CAAC,GAAG,CAAC,CAAC,OAAO,EAAE,EAAE,CAAC,CAAC,MAAM,CAAC,OAAO,CAAC,IAAI,CAAC,CAAC,EAAE,MAAM,CAA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package/dist/books/index.d.ts

@@ -16,8 +16,11 @@ export * from './companies.js';
 export * from './contacts.js';
 export * from './documents.js';
 export * from './entries.js';
+export * from './lines.js';
+export * from './matching.js';
 export * from './payments.js';
 export * from './imports.js';
 export * from './statements.js';
+export * from './analytics.js';
 export * from './document-pdf.js';
 //# sourceMappingURL=index.d.ts.map

package/dist/books/index.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../src/books/index.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,cAAc,cAAc,CAAC;AAC7B,OAAO,KAAK,OAAO,MAAM,cAAc,CAAC;AACxC,cAAc,aAAa,CAAC;AAC5B,OAAO,EAAE,aAAa,EAAE,MAAM,eAAe,CAAC;AAC9C,cAAc,aAAa,CAAC;AAC5B,cAAc,gBAAgB,CAAC;AAC/B,cAAc,eAAe,CAAC;AAC9B,cAAc,gBAAgB,CAAC;AAC/B,cAAc,cAAc,CAAC;AAC7B,cAAc,eAAe,CAAC;AAC9B,cAAc,cAAc,CAAC;AAC7B,cAAc,iBAAiB,CAAC;AAChC,cAAc,mBAAmB,CAAC"}
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../src/books/index.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,cAAc,cAAc,CAAC;AAC7B,OAAO,KAAK,OAAO,MAAM,cAAc,CAAC;AACxC,cAAc,aAAa,CAAC;AAC5B,OAAO,EAAE,aAAa,EAAE,MAAM,eAAe,CAAC;AAC9C,cAAc,aAAa,CAAC;AAC5B,cAAc,gBAAgB,CAAC;AAC/B,cAAc,eAAe,CAAC;AAC9B,cAAc,gBAAgB,CAAC;AAC/B,cAAc,cAAc,CAAC;AAC7B,cAAc,YAAY,CAAC;AAC3B,cAAc,eAAe,CAAC;AAC9B,cAAc,eAAe,CAAC;AAC9B,cAAc,cAAc,CAAC;AAC7B,cAAc,iBAAiB,CAAC;AAChC,cAAc,gBAAgB,CAAC;AAC/B,cAAc,mBAAmB,CAAC"}

package/dist/books/index.js

@@ -16,8 +16,11 @@ export * from './companies.js';
 export * from './contacts.js';
 export * from './documents.js';
 export * from './entries.js';
+export * from './lines.js';
+export * from './matching.js';
 export * from './payments.js';
 export * from './imports.js';
 export * from './statements.js';
+export * from './analytics.js';
 export * from './document-pdf.js';
 //# sourceMappingURL=index.js.map

package/dist/books/index.js.map

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+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../src/books/index.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,cAAc,cAAc,CAAC;AAC7B,OAAO,KAAK,OAAO,MAAM,cAAc,CAAC;AACxC,cAAc,aAAa,CAAC;AAC5B,OAAO,EAAE,aAAa,EAAE,MAAM,eAAe,CAAC;AAC9C,cAAc,aAAa,CAAC;AAC5B,cAAc,gBAAgB,CAAC;AAC/B,cAAc,eAAe,CAAC;AAC9B,cAAc,gBAAgB,CAAC;AAC/B,cAAc,cAAc,CAAC;AAC7B,cAAc,YAAY,CAAC;AAC3B,cAAc,eAAe,CAAC;AAC9B,cAAc,eAAe,CAAC;AAC9B,cAAc,cAAc,CAAC;AAC7B,cAAc,iBAAiB,CAAC;AAChC,cAAc,gBAAgB,CAAC;AAC/B,cAAc,mBAAmB,CAAC"}

package/dist/books/lines.d.ts

@@ -0,0 +1,38 @@
+/**
+ * Ledger lines that name nobody: who they could be, and naming one.
+ *
+ * Books brought in line by line arrive with open items on the receivable and
+ * payable accounts that name no contact. `suggest_line_contacts()` scores
+ * them the way a statement line is scored and `set_line_contact()` names one,
+ * once, and learns from it (decision 0070). The candidates, the scores and the
+ * refusals are the schema's; this file asks for them and puts each line's
+ * candidates under it.
+ */
+import type { Backend } from './backend.js';
+export interface SuggestLineContactsArgs {
+    company_id: string;
+    /** The lines to ask about. Left out: every open third-party line of the company that names nobody. */
+    line_ids?: string[] | undefined;
+}
+export interface SetLineContactArgs {
+    line_id: string;
+    contact_id: string;
+}
+/** One candidate for one line, as `suggest_line_contacts()` answers it. */
+export interface LineContactCandidate {
+    contact_id: string;
+    name: string;
+    score: number;
+    method: string;
+    because: string;
+    alternatives: number;
+}
+/**
+ * The candidates of each line, best first, with the label, the amount and the
+ * account of the line beside them so a person can judge. A line nothing points
+ * at is not listed.
+ */
+export declare function suggestLineContacts(backend: Backend, args: SuggestLineContactsArgs): Promise<unknown>;
+/** Names the line through `set_line_contact()`, which refuses by name and learns from it. */
+export declare function setLineContact(backend: Backend, args: SetLineContactArgs): Promise<unknown>;
+//# sourceMappingURL=lines.d.ts.map

package/dist/books/lines.d.ts.map

@@ -0,0 +1 @@
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package/dist/books/lines.js

@@ -0,0 +1,73 @@
+/**
+ * Ledger lines that name nobody: who they could be, and naming one.
+ *
+ * Books brought in line by line arrive with open items on the receivable and
+ * payable accounts that name no contact. `suggest_line_contacts()` scores
+ * them the way a statement line is scored and `set_line_contact()` names one,
+ * once, and learns from it (decision 0070). The candidates, the scores and the
+ * refusals are the schema's; this file asks for them and puts each line's
+ * candidates under it.
+ */
+import { money, moneyFields } from './format.js';
+import { only } from './shared.js';
+/**
+ * The candidates of each line, best first, with the label, the amount and the
+ * account of the line beside them so a person can judge. A line nothing points
+ * at is not listed.
+ */
+export async function suggestLineContacts(backend, args) {
+    const found = await backend.rpc('suggest_line_contacts', {
+        p_company_id: args.company_id,
+        ...(args.line_ids === undefined ? {} : { p_line_ids: args.line_ids }),
+    });
+    const byLine = new Map();
+    for (const row of found) {
+        const id = String(row['line_id']);
+        const candidates = byLine.get(id) ?? [];
+        candidates.push({
+            contact_id: String(row['contact_id']),
+            name: String(row['name']),
+            score: Number(row['score']),
+            method: String(row['method']),
+            because: String(row['because']),
+            alternatives: Number(row['alternatives']),
+        });
+        byLine.set(id, candidates);
+    }
+    const ids = [...byLine.keys()];
+    const facts = ids.length === 0
+        ? []
+        : await backend.select({
+            table: 'entry_lines',
+            columns: ['id', 'name', 'debit', 'credit', 'account_id', 'entry_id'],
+            where: [{ column: 'id', op: 'in', value: ids }],
+        });
+    const factOf = new Map(facts.map((fact) => [String(fact['id']), fact]));
+    const lines = ids.map((id) => {
+        const fact = factOf.get(id) ?? {};
+        const side = Number(fact['debit'] ?? 0) > 0 ? 'debit' : 'credit';
+        return {
+            line_id: id,
+            label: fact['name'] ?? null,
+            side,
+            amount: money(fact[side]),
+            account_id: fact['account_id'] ?? null,
+            entry_id: fact['entry_id'] ?? null,
+            candidates: byLine.get(id) ?? [],
+        };
+    });
+    return {
+        lines,
+        count: lines.length,
+        note: 'Nothing is named by a suggestion. A candidate whose alternatives is more than 1 shares its evidence with other contacts and is a question, not an answer. set_line_contact names a line once, after the user has chosen.',
+    };
+}
+/** Names the line through `set_line_contact()`, which refuses by name and learns from it. */
+export async function setLineContact(backend, args) {
+    const line = only(moneyFields(await backend.rpc('set_line_contact', { p_line_id: args.line_id, p_contact_id: args.contact_id }), ['debit', 'credit', 'balance', 'matched_amount', 'amount_currency', 'box_amount']), `line ${args.line_id} was not named`);
+    return {
+        entry_line: line,
+        note: 'The line names its contact now, and keeps it: a posted counterparty is corrected by reversing the entry. The label was learned as a motif of the contact, and the act is in the audit trail.',
+    };
+}
+//# sourceMappingURL=lines.js.map

package/dist/books/lines.js.map

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package/dist/books/matching.d.ts

@@ -0,0 +1,65 @@
+/**
+ * Matching open items of one counterparty: what settles what, several lines in
+ * one gesture, a small difference booked, and a line left unnamed on purpose.
+ *
+ * `suggest_item_combinations()` proposes, `reconcile_many()` and
+ * `reconcile_with_difference()` match, `leave_line_unnamed()` and its undo
+ * record a decision about a line (decisions 0071 and 0072). The search, the
+ * accounts a difference is booked on, the tolerance and every refusal are the
+ * schema's; this file asks for them and shapes the answer.
+ */
+import type { Backend } from './backend.js';
+export interface SuggestItemCombinationsArgs {
+    company_id: string;
+    /** One contact (its branches and parent count as one party). Left out: every counterparty of the company. */
+    contact_id?: string | undefined;
+}
+export interface MatchLinesArgs {
+    /** The lines to match together: at least one debit and one credit. */
+    line_ids: string[];
+}
+export interface ReconcileWithDifferenceArgs extends MatchLinesArgs {
+    /** A reason `matching_difference_reasons()` lists: `rounding`, `exchange_difference`. */
+    reason: string;
+}
+export interface LeaveLineUnnamedArgs {
+    line_id: string;
+    reason: string;
+}
+/** One proposal, as `suggest_item_combinations()` answers it. */
+export interface ItemProposal {
+    proposal_id: string;
+    ordinal: number;
+    contact_id: string;
+    account_id: string;
+    line_id: string;
+    side: string;
+    amount: string | null;
+    kind: string;
+    line_ids: string[];
+    total: string | null;
+    difference: string | null;
+    because: string;
+    alternatives: number;
+}
+/**
+ * What lines of one counterparty and one account could settle each other, line
+ * by line: an exact pair, several lines to the cent, or — when nothing is
+ * exact — a pair or several lines within the company's difference tolerance.
+ */
+export declare function suggestItemCombinations(backend: Backend, args: SuggestItemCombinationsArgs): Promise<unknown>;
+/** The reasons a difference may be booked for, with their accounts, and the largest difference the company books. */
+export declare function matchingDifferenceOptions(backend: Backend, args: {
+    company_id: string;
+}): Promise<unknown>;
+/** Matches several lines together, their open debits and credits equal to the cent. */
+export declare function reconcileMany(backend: Backend, args: MatchLinesArgs): Promise<unknown>;
+/** Books the difference on the account of the reason and matches everything. */
+export declare function reconcileWithDifference(backend: Backend, args: ReconcileWithDifferenceArgs): Promise<unknown>;
+/** Records that a line names nobody on purpose: it is no longer proposed a contact. */
+export declare function leaveLineUnnamed(backend: Backend, args: LeaveLineUnnamedArgs): Promise<unknown>;
+/** Takes back `leave_line_unnamed()`: the line is proposed a contact again. */
+export declare function undoLeaveLineUnnamed(backend: Backend, args: {
+    line_id: string;
+}): Promise<unknown>;
+//# sourceMappingURL=matching.d.ts.map

package/dist/books/matching.d.ts.map

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