@happyvertical/smrt-ledgers 0.30.0

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Files changed (13) hide show
  1. package/AGENTS.md +36 -0
  2. package/CLAUDE.md +1 -0
  3. package/LICENSE +7 -0
  4. package/README.md +124 -0
  5. package/dist/index.d.ts +647 -0
  6. package/dist/index.js +1172 -0
  7. package/dist/index.js.map +1 -0
  8. package/dist/manifest.json +1561 -0
  9. package/dist/smrt-knowledge.json +871 -0
  10. package/dist/types.d.ts +179 -0
  11. package/dist/types.js +5 -0
  12. package/dist/types.js.map +1 -0
  13. package/package.json +59 -0
package/dist/smrt-knowledge.json ADDED
@@ -0,0 +1,871 @@
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+ {
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+ "schemaVersion": 1,
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+ "generatedAt": "2026-06-23T01:11:29.252Z",
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+ "packageName": "@happyvertical/smrt-ledgers",
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+ "packageVersion": "0.30.0",
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+ "sourceManifestPath": "dist/manifest.json",
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+ "agentDocPath": "AGENTS.md",
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+ "sourceHashes": {
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+ "manifest": "35b4a72dacd29baf3c7e43cef68dcac0e16eb5f64035f519a2e4745c7aea7815",
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+ "packageJson": "d105b820ab47841c43c33433bef2756ab69547d3f53d2721ac52df880f99507a",
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+ "agents": "1627590d79f020c581a4b4da96ba06502d1c6411aaaed851d103bbb1be3c5fd2"
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+ },
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+ "exports": [
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+ ".",
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+ "./manifest",
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+ "./manifest.json"
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+ ],
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+ "dependencies": {
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+ "@happyvertical/smrt-core": "workspace:*",
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+ "@happyvertical/smrt-prompts": "workspace:*",
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+ "@happyvertical/smrt-tenancy": "workspace:*",
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+ "@happyvertical/smrt-vitest": "workspace:*",
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+ "@types/node": "25.0.9",
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+ "fast-glob": "^3.3.3",
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+ "typescript": "^5.9.3",
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+ "vite": "^7.3.1",
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+ "vitest": "^4.0.17"
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+ },
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+ "smrtDependencies": [
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+ "@happyvertical/smrt-core",
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+ "@happyvertical/smrt-prompts",
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+ "@happyvertical/smrt-tenancy",
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+ "@happyvertical/smrt-vitest"
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+ ],
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+ "sdkDependencies": [],
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+ "tags": [],
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+ "risks": [],
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+ "objects": [
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+ {
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+ "name": "AccountCollection",
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+ "qualifiedName": "@happyvertical/smrt-ledgers:AccountCollection",
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+ "collection": "accounts",
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+ "tableName": "account_collections",
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+ "packageName": "@happyvertical/smrt-ledgers",
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+ "extends": "SmrtCollection",
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+ "fields": [],
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+ "relationships": [],
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+ "methods": [
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+ "findActive",
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+ "findByNumber",
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+ "findByTenant",
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+ "findChildren",
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+ "findGlobal",
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+ "findTopLevel",
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+ "findWithGlobals",
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+ "getDescendants",
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+ "getOrCreateByNumber",
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+ "uuidColumns"
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+ "qualifiedName": "@happyvertical/smrt-ledgers:JournalEntryCollection",
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+ "collection": "journalentries",
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+ "findByAccount",
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+ "findByAccounts",
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+ "findByJournal",
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+ "findByTenant",
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+ "findGlobal",
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+ "findWithGlobals",
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+ "findByStatus",
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+ "findByTenant",
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+ "path": "/accounts/[id]",
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+ "method": "DELETE"
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+ "isEditable",
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+ "agentDoc": "# @happyvertical/smrt-ledgers\n\nDouble-entry accounting with chart of accounts, journal lifecycle, and balance enforcement.\n\n## Models\n\n- **Account**: 5 types (asset/liability/equity/revenue/expense). Hierarchical via `parentId`. Debit-normal (asset, expense) vs credit-normal (liability, equity, revenue). Methods: `getAncestors()`, `getFullPath()`, `toTreeNode()`, `getBalance(asOfDate?)`.\n- **Journal**: lifecycle `draft → posted → voided`. **Immutable after posting** (can only void, not edit). `sourceModule`/`sourceRef` for cross-package attribution. Auto-numbered (e.g., \"JNL-0001\"). `summarize()` is AI-powered via the smrt-prompts registry (see Prompt Registry below).\n- **JournalEntry**: debit XOR credit (not both, validated on save). Multi-currency via `exchangeRate`. Non-negative amounts required.\n\n## Key Methods\n\n- **`Journal.summarize()`**: Generates a natural-language summary via the registered `smrtLedgers.journal.summarize` prompt, resolved through `@happyvertical/smrt-prompts`. Tenants can override the template, model, temperature, or other params via `_smrt_prompt_overrides` without code changes. Only non-PII fields (number, date, description, status, aggregate total, entry count, balanced flag) reach the AI provider.\n\n## Prompt Registry\n\nRegistered at module-load time via `definePrompt()` in `src/prompts.ts`. Side-effect imported from `src/index.ts` so consumers automatically see the prompts after importing any export from this package.\n\n| Key | Method | Variables |\n|-----|--------|-----------|\n| `smrtLedgers.journal.summarize` | `Journal.summarize()` | `journalNumber`, `journalDate`, `journalDescription`, `journalStatus`, `journalTotal`, `entryCount`, `journalBalanced` |\n\nPII-conscious variable selection: `tenantId`, `sourceRef` (may reference customer/vendor identifiers), per-entry `accountId`/`id`, and the extensible `metadata` blob are intentionally NOT exposed as prompt variables. Tenants who need richer context should override the template via `PromptOverride` and supply their own variables through a custom call site.\n\n## Balance Enforcement\n\n`journal.post()` validates `Math.abs(totalDebits - totalCredits) < BALANCE_EPSILON` where `BALANCE_EPSILON = 0.01` (float rounding tolerance). Unbalanced journals cannot be posted.\n\n## Gotchas\n\n- **Float tolerance**: 0.01 epsilon for balance check — not exact equality\n- **Entry requires journalId**: save Journal first, then add entries\n- **Posted journals cannot be modified**: only voided (`voidReason`, `voidedAt`)\n- **Account types inherited by children**: child cannot differ from parent type\n- **getBalance() is async**: requires JournalEntryCollection query (not stored on Account)\n- **Optional tenancy** on all models\n"
871
+ }