@robosystems/client 0.2.36 → 0.2.38

package/sdk/types.gen.d.ts

@@ -2131,6 +2131,10 @@ export type DetailedTransactionsResponse = {
  * A document in the document list.
  */
 export type DocumentListItem = {
+    /**
+     * Document Id
+     */
+    document_id: string;
     /**
      * Document Title
      */
@@ -3709,6 +3713,137 @@ export type InvoicesResponse = {
      */
     has_more: boolean;
 };
+/**
+ * LedgerEntityResponse
+ *
+ * Entity details from the extensions OLTP database.
+ */
+export type LedgerEntityResponse = {
+    /**
+     * Id
+     */
+    id: string;
+    /**
+     * Name
+     */
+    name: string;
+    /**
+     * Legal Name
+     */
+    legal_name?: string | null;
+    /**
+     * Uri
+     */
+    uri?: string | null;
+    /**
+     * Cik
+     */
+    cik?: string | null;
+    /**
+     * Ticker
+     */
+    ticker?: string | null;
+    /**
+     * Exchange
+     */
+    exchange?: string | null;
+    /**
+     * Sic
+     */
+    sic?: string | null;
+    /**
+     * Sic Description
+     */
+    sic_description?: string | null;
+    /**
+     * Category
+     */
+    category?: string | null;
+    /**
+     * State Of Incorporation
+     */
+    state_of_incorporation?: string | null;
+    /**
+     * Fiscal Year End
+     */
+    fiscal_year_end?: string | null;
+    /**
+     * Tax Id
+     */
+    tax_id?: string | null;
+    /**
+     * Lei
+     */
+    lei?: string | null;
+    /**
+     * Industry
+     */
+    industry?: string | null;
+    /**
+     * Entity Type
+     */
+    entity_type?: string | null;
+    /**
+     * Phone
+     */
+    phone?: string | null;
+    /**
+     * Website
+     */
+    website?: string | null;
+    /**
+     * Status
+     */
+    status?: string;
+    /**
+     * Is Parent
+     */
+    is_parent?: boolean;
+    /**
+     * Parent Entity Id
+     */
+    parent_entity_id?: string | null;
+    /**
+     * Source
+     */
+    source?: string;
+    /**
+     * Source Id
+     */
+    source_id?: string | null;
+    /**
+     * Connection Id
+     */
+    connection_id?: string | null;
+    /**
+     * Address Line1
+     */
+    address_line1?: string | null;
+    /**
+     * Address City
+     */
+    address_city?: string | null;
+    /**
+     * Address State
+     */
+    address_state?: string | null;
+    /**
+     * Address Postal Code
+     */
+    address_postal_code?: string | null;
+    /**
+     * Address Country
+     */
+    address_country?: string | null;
+    /**
+     * Created At
+     */
+    created_at?: string | null;
+    /**
+     * Updated At
+     */
+    updated_at?: string | null;
+};
 /**
  * LedgerEntryResponse
  */
@@ -4133,6 +4268,12 @@ export type MaterializeRequest = {
      * Validate limits without executing materialization. Returns usage, limits, and warnings.
      */
     dry_run?: boolean;
+    /**
+     * Source
+     *
+     * Data source for materialization. Auto-detected from graph type if not specified. 'staged' materializes from uploaded files (generic graphs). 'extensions' materializes from the extensions OLTP database (entity graphs).
+     */
+    source?: string | null;
 };
 /**
  * MaterializeResponse
@@ -6278,6 +6419,101 @@ export type UpdateApiKeyRequest = {
      */
     description?: string | null;
 };
+/**
+ * UpdateEntityRequest
+ *
+ * Request to update entity details. Only provided fields are updated.
+ */
+export type UpdateEntityRequest = {
+    /**
+     * Name
+     */
+    name?: string | null;
+    /**
+     * Legal Name
+     */
+    legal_name?: string | null;
+    /**
+     * Uri
+     */
+    uri?: string | null;
+    /**
+     * Cik
+     */
+    cik?: string | null;
+    /**
+     * Ticker
+     */
+    ticker?: string | null;
+    /**
+     * Exchange
+     */
+    exchange?: string | null;
+    /**
+     * Sic
+     */
+    sic?: string | null;
+    /**
+     * Sic Description
+     */
+    sic_description?: string | null;
+    /**
+     * Category
+     */
+    category?: string | null;
+    /**
+     * State Of Incorporation
+     */
+    state_of_incorporation?: string | null;
+    /**
+     * Fiscal Year End
+     */
+    fiscal_year_end?: string | null;
+    /**
+     * Tax Id
+     */
+    tax_id?: string | null;
+    /**
+     * Lei
+     */
+    lei?: string | null;
+    /**
+     * Industry
+     */
+    industry?: string | null;
+    /**
+     * Entity Type
+     */
+    entity_type?: string | null;
+    /**
+     * Phone
+     */
+    phone?: string | null;
+    /**
+     * Website
+     */
+    website?: string | null;
+    /**
+     * Address Line1
+     */
+    address_line1?: string | null;
+    /**
+     * Address City
+     */
+    address_city?: string | null;
+    /**
+     * Address State
+     */
+    address_state?: string | null;
+    /**
+     * Address Postal Code
+     */
+    address_postal_code?: string | null;
+    /**
+     * Address Country
+     */
+    address_country?: string | null;
+};
 /**
  * UpdateMemberRoleRequest
  *
@@ -10341,6 +10577,56 @@ export type GetCheckoutStatusResponses = {
     200: CheckoutStatusResponse;
 };
 export type GetCheckoutStatusResponse = GetCheckoutStatusResponses[keyof GetCheckoutStatusResponses];
+export type GetLedgerEntityData = {
+    body?: never;
+    path: {
+        /**
+         * Graph Id
+         */
+        graph_id: string;
+    };
+    query?: never;
+    url: '/v1/ledger/{graph_id}/entity';
+};
+export type GetLedgerEntityErrors = {
+    /**
+     * Validation Error
+     */
+    422: HttpValidationError;
+};
+export type GetLedgerEntityError = GetLedgerEntityErrors[keyof GetLedgerEntityErrors];
+export type GetLedgerEntityResponses = {
+    /**
+     * Successful Response
+     */
+    200: LedgerEntityResponse;
+};
+export type GetLedgerEntityResponse = GetLedgerEntityResponses[keyof GetLedgerEntityResponses];
+export type UpdateLedgerEntityData = {
+    body: UpdateEntityRequest;
+    path: {
+        /**
+         * Graph Id
+         */
+        graph_id: string;
+    };
+    query?: never;
+    url: '/v1/ledger/{graph_id}/entity';
+};
+export type UpdateLedgerEntityErrors = {
+    /**
+     * Validation Error
+     */
+    422: HttpValidationError;
+};
+export type UpdateLedgerEntityError = UpdateLedgerEntityErrors[keyof UpdateLedgerEntityErrors];
+export type UpdateLedgerEntityResponses = {
+    /**
+     * Successful Response
+     */
+    200: LedgerEntityResponse;
+};
+export type UpdateLedgerEntityResponse = UpdateLedgerEntityResponses[keyof UpdateLedgerEntityResponses];
 export type ListLedgerAccountsData = {
     body?: never;
     path: {

package/sdk/types.gen.ts

@@ -2192,6 +2192,10 @@ export type DetailedTransactionsResponse = {
  * A document in the document list.
  */
 export type DocumentListItem = {
+    /**
+     * Document Id
+     */
+    document_id: string;
     /**
      * Document Title
      */
@@ -3808,6 +3812,138 @@ export type InvoicesResponse = {
     has_more: boolean;
 };
 
+/**
+ * LedgerEntityResponse
+ *
+ * Entity details from the extensions OLTP database.
+ */
+export type LedgerEntityResponse = {
+    /**
+     * Id
+     */
+    id: string;
+    /**
+     * Name
+     */
+    name: string;
+    /**
+     * Legal Name
+     */
+    legal_name?: string | null;
+    /**
+     * Uri
+     */
+    uri?: string | null;
+    /**
+     * Cik
+     */
+    cik?: string | null;
+    /**
+     * Ticker
+     */
+    ticker?: string | null;
+    /**
+     * Exchange
+     */
+    exchange?: string | null;
+    /**
+     * Sic
+     */
+    sic?: string | null;
+    /**
+     * Sic Description
+     */
+    sic_description?: string | null;
+    /**
+     * Category
+     */
+    category?: string | null;
+    /**
+     * State Of Incorporation
+     */
+    state_of_incorporation?: string | null;
+    /**
+     * Fiscal Year End
+     */
+    fiscal_year_end?: string | null;
+    /**
+     * Tax Id
+     */
+    tax_id?: string | null;
+    /**
+     * Lei
+     */
+    lei?: string | null;
+    /**
+     * Industry
+     */
+    industry?: string | null;
+    /**
+     * Entity Type
+     */
+    entity_type?: string | null;
+    /**
+     * Phone
+     */
+    phone?: string | null;
+    /**
+     * Website
+     */
+    website?: string | null;
+    /**
+     * Status
+     */
+    status?: string;
+    /**
+     * Is Parent
+     */
+    is_parent?: boolean;
+    /**
+     * Parent Entity Id
+     */
+    parent_entity_id?: string | null;
+    /**
+     * Source
+     */
+    source?: string;
+    /**
+     * Source Id
+     */
+    source_id?: string | null;
+    /**
+     * Connection Id
+     */
+    connection_id?: string | null;
+    /**
+     * Address Line1
+     */
+    address_line1?: string | null;
+    /**
+     * Address City
+     */
+    address_city?: string | null;
+    /**
+     * Address State
+     */
+    address_state?: string | null;
+    /**
+     * Address Postal Code
+     */
+    address_postal_code?: string | null;
+    /**
+     * Address Country
+     */
+    address_country?: string | null;
+    /**
+     * Created At
+     */
+    created_at?: string | null;
+    /**
+     * Updated At
+     */
+    updated_at?: string | null;
+};
+
 /**
  * LedgerEntryResponse
  */
@@ -4243,6 +4379,12 @@ export type MaterializeRequest = {
      * Validate limits without executing materialization. Returns usage, limits, and warnings.
      */
     dry_run?: boolean;
+    /**
+     * Source
+     *
+     * Data source for materialization. Auto-detected from graph type if not specified. 'staged' materializes from uploaded files (generic graphs). 'extensions' materializes from the extensions OLTP database (entity graphs).
+     */
+    source?: string | null;
 };
 
 /**
@@ -6457,6 +6599,102 @@ export type UpdateApiKeyRequest = {
     description?: string | null;
 };
 
+/**
+ * UpdateEntityRequest
+ *
+ * Request to update entity details. Only provided fields are updated.
+ */
+export type UpdateEntityRequest = {
+    /**
+     * Name
+     */
+    name?: string | null;
+    /**
+     * Legal Name
+     */
+    legal_name?: string | null;
+    /**
+     * Uri
+     */
+    uri?: string | null;
+    /**
+     * Cik
+     */
+    cik?: string | null;
+    /**
+     * Ticker
+     */
+    ticker?: string | null;
+    /**
+     * Exchange
+     */
+    exchange?: string | null;
+    /**
+     * Sic
+     */
+    sic?: string | null;
+    /**
+     * Sic Description
+     */
+    sic_description?: string | null;
+    /**
+     * Category
+     */
+    category?: string | null;
+    /**
+     * State Of Incorporation
+     */
+    state_of_incorporation?: string | null;
+    /**
+     * Fiscal Year End
+     */
+    fiscal_year_end?: string | null;
+    /**
+     * Tax Id
+     */
+    tax_id?: string | null;
+    /**
+     * Lei
+     */
+    lei?: string | null;
+    /**
+     * Industry
+     */
+    industry?: string | null;
+    /**
+     * Entity Type
+     */
+    entity_type?: string | null;
+    /**
+     * Phone
+     */
+    phone?: string | null;
+    /**
+     * Website
+     */
+    website?: string | null;
+    /**
+     * Address Line1
+     */
+    address_line1?: string | null;
+    /**
+     * Address City
+     */
+    address_city?: string | null;
+    /**
+     * Address State
+     */
+    address_state?: string | null;
+    /**
+     * Address Postal Code
+     */
+    address_postal_code?: string | null;
+    /**
+     * Address Country
+     */
+    address_country?: string | null;
+};
+
 /**
  * UpdateMemberRoleRequest
  *
@@ -11065,6 +11303,66 @@ export type GetCheckoutStatusResponses = {
 
 export type GetCheckoutStatusResponse = GetCheckoutStatusResponses[keyof GetCheckoutStatusResponses];
 
+export type GetLedgerEntityData = {
+    body?: never;
+    path: {
+        /**
+         * Graph Id
+         */
+        graph_id: string;
+    };
+    query?: never;
+    url: '/v1/ledger/{graph_id}/entity';
+};
+
+export type GetLedgerEntityErrors = {
+    /**
+     * Validation Error
+     */
+    422: HttpValidationError;
+};
+
+export type GetLedgerEntityError = GetLedgerEntityErrors[keyof GetLedgerEntityErrors];
+
+export type GetLedgerEntityResponses = {
+    /**
+     * Successful Response
+     */
+    200: LedgerEntityResponse;
+};
+
+export type GetLedgerEntityResponse = GetLedgerEntityResponses[keyof GetLedgerEntityResponses];
+
+export type UpdateLedgerEntityData = {
+    body: UpdateEntityRequest;
+    path: {
+        /**
+         * Graph Id
+         */
+        graph_id: string;
+    };
+    query?: never;
+    url: '/v1/ledger/{graph_id}/entity';
+};
+
+export type UpdateLedgerEntityErrors = {
+    /**
+     * Validation Error
+     */
+    422: HttpValidationError;
+};
+
+export type UpdateLedgerEntityError = UpdateLedgerEntityErrors[keyof UpdateLedgerEntityErrors];
+
+export type UpdateLedgerEntityResponses = {
+    /**
+     * Successful Response
+     */
+    200: LedgerEntityResponse;
+};
+
+export type UpdateLedgerEntityResponse = UpdateLedgerEntityResponses[keyof UpdateLedgerEntityResponses];
+
 export type ListLedgerAccountsData = {
     body?: never;
     path: {

package/sdk-extensions/DocumentClient.d.ts

@@ -0,0 +1,77 @@
+import type { BulkDocumentUploadResponse, DocumentListResponse, DocumentSection, DocumentUploadResponse, SearchResponse } from '../sdk/types.gen';
+export interface DocumentSearchOptions {
+    /** Filter by source type (xbrl_textblock, narrative_section, ixbrl_disclosure, uploaded_doc, memory) */
+    sourceType?: string;
+    /** Filter by ticker, CIK, or entity name */
+    entity?: string;
+    /** Filter by SEC form type (10-K, 10-Q) */
+    formType?: string;
+    /** Filter by section ID (item_1, item_1a, item_7, etc.) */
+    section?: string;
+    /** Filter by XBRL element qname (e.g., us-gaap:Goodwill) */
+    element?: string;
+    /** Filter by fiscal year */
+    fiscalYear?: number;
+    /** Filter filings on or after date (YYYY-MM-DD) */
+    dateFrom?: string;
+    /** Filter filings on or before date (YYYY-MM-DD) */
+    dateTo?: string;
+    /** Max results to return (default: 10) */
+    size?: number;
+    /** Pagination offset */
+    offset?: number;
+}
+export interface DocumentUploadOptions {
+    /** Optional tags for filtering */
+    tags?: string[];
+    /** Optional folder/category */
+    folder?: string;
+    /** Optional external ID for upsert behavior */
+    externalId?: string;
+}
+export declare class DocumentClient {
+    private config;
+    constructor(config: {
+        baseUrl: string;
+        credentials?: 'include' | 'same-origin' | 'omit';
+        headers?: Record<string, string>;
+        token?: string;
+    });
+    /**
+     * Upload a markdown document for text indexing.
+     *
+     * The document is sectioned on headings, embedded, and indexed
+     * into OpenSearch for full-text and semantic search.
+     */
+    upload(graphId: string, title: string, content: string, options?: DocumentUploadOptions): Promise<DocumentUploadResponse>;
+    /**
+     * Upload multiple markdown documents (max 50 per request).
+     */
+    uploadBulk(graphId: string, documents: Array<{
+        title: string;
+        content: string;
+        tags?: string[];
+        folder?: string;
+        externalId?: string;
+    }>): Promise<BulkDocumentUploadResponse>;
+    /**
+     * Search documents with hybrid (BM25 + kNN) search.
+     */
+    search(graphId: string, query: string, options?: DocumentSearchOptions): Promise<SearchResponse>;
+    /**
+     * Retrieve the full text of a document section by ID.
+     *
+     * @returns DocumentSection or null if not found.
+     */
+    getSection(graphId: string, documentId: string): Promise<DocumentSection | null>;
+    /**
+     * List indexed documents for a graph.
+     */
+    list(graphId: string, sourceType?: string): Promise<DocumentListResponse>;
+    /**
+     * Delete a document and all its sections.
+     *
+     * @returns true if deleted, false if not found.
+     */
+    delete(graphId: string, documentId: string): Promise<boolean>;
+}