@robosystems/client 0.2.48 → 0.3.0

package/extensions/graphql/queries/ledger/accountTree.js

@@ -0,0 +1,61 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.GET_ACCOUNT_TREE = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Hierarchical Chart of Accounts tree.
+ *
+ * The `AccountTreeNode` type is self-referencing (`children` is a list
+ * of the same type). GraphQL doesn't have a schema-level depth cap, so
+ * we manually select 4 levels deep here — enough for almost every CoA
+ * in practice without blowing up the payload. Nodes beyond depth 4 are
+ * silently truncated from the result. If a tenant's CoA ever exceeds
+ * this, add a 5th level of `children { ... }` selections.
+ */
+exports.GET_ACCOUNT_TREE = (0, graphql_request_1.gql) `
+  query GetLedgerAccountTree {
+    accountTree {
+      totalAccounts
+      roots {
+        id
+        code
+        name
+        classification
+        accountType
+        balanceType
+        depth
+        isActive
+        children {
+          id
+          code
+          name
+          classification
+          accountType
+          balanceType
+          depth
+          isActive
+          children {
+            id
+            code
+            name
+            classification
+            accountType
+            balanceType
+            depth
+            isActive
+            children {
+              id
+              code
+              name
+              classification
+              accountType
+              balanceType
+              depth
+              isActive
+            }
+          }
+        }
+      }
+    }
+  }
+`;

package/extensions/graphql/queries/ledger/accountTree.ts

@@ -0,0 +1,59 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Hierarchical Chart of Accounts tree.
+ *
+ * The `AccountTreeNode` type is self-referencing (`children` is a list
+ * of the same type). GraphQL doesn't have a schema-level depth cap, so
+ * we manually select 4 levels deep here — enough for almost every CoA
+ * in practice without blowing up the payload. Nodes beyond depth 4 are
+ * silently truncated from the result. If a tenant's CoA ever exceeds
+ * this, add a 5th level of `children { ... }` selections.
+ */
+export const GET_ACCOUNT_TREE = gql`
+  query GetLedgerAccountTree {
+    accountTree {
+      totalAccounts
+      roots {
+        id
+        code
+        name
+        classification
+        accountType
+        balanceType
+        depth
+        isActive
+        children {
+          id
+          code
+          name
+          classification
+          accountType
+          balanceType
+          depth
+          isActive
+          children {
+            id
+            code
+            name
+            classification
+            accountType
+            balanceType
+            depth
+            isActive
+            children {
+              id
+              code
+              name
+              classification
+              accountType
+              balanceType
+              depth
+              isActive
+            }
+          }
+        }
+      }
+    }
+  }
+`

package/extensions/graphql/queries/ledger/accounts.d.ts

@@ -0,0 +1,8 @@
+/**
+ * Flat account list (Chart of Accounts) with pagination and filters.
+ *
+ * `classification` filters to a single SFAC 6 class (asset / liability /
+ * equity / revenue / expense). `isActive` filters by active flag.
+ * Results are paginated via `limit` (default 100, max 1000) and `offset`.
+ */
+export declare const LIST_ACCOUNTS: string;

package/extensions/graphql/queries/ledger/accounts.js

@@ -0,0 +1,45 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LIST_ACCOUNTS = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Flat account list (Chart of Accounts) with pagination and filters.
+ *
+ * `classification` filters to a single SFAC 6 class (asset / liability /
+ * equity / revenue / expense). `isActive` filters by active flag.
+ * Results are paginated via `limit` (default 100, max 1000) and `offset`.
+ */
+exports.LIST_ACCOUNTS = (0, graphql_request_1.gql) `
+  query ListLedgerAccounts(
+    $classification: String
+    $isActive: Boolean
+    $limit: Int! = 100
+    $offset: Int! = 0
+  ) {
+    accounts(classification: $classification, isActive: $isActive, limit: $limit, offset: $offset) {
+      accounts {
+        id
+        code
+        name
+        description
+        classification
+        subClassification
+        balanceType
+        parentId
+        depth
+        currency
+        isActive
+        isPlaceholder
+        accountType
+        externalId
+        externalSource
+      }
+      pagination {
+        total
+        limit
+        offset
+        hasMore
+      }
+    }
+  }
+`;

package/extensions/graphql/queries/ledger/accounts.ts

@@ -0,0 +1,43 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Flat account list (Chart of Accounts) with pagination and filters.
+ *
+ * `classification` filters to a single SFAC 6 class (asset / liability /
+ * equity / revenue / expense). `isActive` filters by active flag.
+ * Results are paginated via `limit` (default 100, max 1000) and `offset`.
+ */
+export const LIST_ACCOUNTS = gql`
+  query ListLedgerAccounts(
+    $classification: String
+    $isActive: Boolean
+    $limit: Int! = 100
+    $offset: Int! = 0
+  ) {
+    accounts(classification: $classification, isActive: $isActive, limit: $limit, offset: $offset) {
+      accounts {
+        id
+        code
+        name
+        description
+        classification
+        subClassification
+        balanceType
+        parentId
+        depth
+        currency
+        isActive
+        isPlaceholder
+        accountType
+        externalId
+        externalSource
+      }
+      pagination {
+        total
+        limit
+        offset
+        hasMore
+      }
+    }
+  }
+`

package/extensions/graphql/queries/ledger/closingBookStructures.d.ts

@@ -0,0 +1,6 @@
+/**
+ * Closing book structures — grouped report and schedule structures
+ * available in the current graph. Used by the close screen to show
+ * what's available to close.
+ */
+export declare const GET_CLOSING_BOOK_STRUCTURES: string;

package/extensions/graphql/queries/ledger/closingBookStructures.js

@@ -0,0 +1,27 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.GET_CLOSING_BOOK_STRUCTURES = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Closing book structures — grouped report and schedule structures
+ * available in the current graph. Used by the close screen to show
+ * what's available to close.
+ */
+exports.GET_CLOSING_BOOK_STRUCTURES = (0, graphql_request_1.gql) `
+  query GetLedgerClosingBookStructures {
+    closingBookStructures {
+      hasData
+      categories {
+        label
+        items {
+          id
+          name
+          itemType
+          structureType
+          reportId
+          status
+        }
+      }
+    }
+  }
+`;

package/extensions/graphql/queries/ledger/closingBookStructures.ts

@@ -0,0 +1,25 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Closing book structures — grouped report and schedule structures
+ * available in the current graph. Used by the close screen to show
+ * what's available to close.
+ */
+export const GET_CLOSING_BOOK_STRUCTURES = gql`
+  query GetLedgerClosingBookStructures {
+    closingBookStructures {
+      hasData
+      categories {
+        label
+        items {
+          id
+          name
+          itemType
+          structureType
+          reportId
+          status
+        }
+      }
+    }
+  }
+`

package/extensions/graphql/queries/ledger/elements.d.ts

@@ -0,0 +1,6 @@
+/**
+ * Elements list with pagination. Filters narrow by taxonomy, source
+ * system, classification, or abstract flag. Used by the mapping UI
+ * to populate element pickers and by the CoA reconciliation views.
+ */
+export declare const LIST_ELEMENTS: string;

package/extensions/graphql/queries/ledger/elements.js

@@ -0,0 +1,56 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LIST_ELEMENTS = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Elements list with pagination. Filters narrow by taxonomy, source
+ * system, classification, or abstract flag. Used by the mapping UI
+ * to populate element pickers and by the CoA reconciliation views.
+ */
+exports.LIST_ELEMENTS = (0, graphql_request_1.gql) `
+  query ListLedgerElements(
+    $taxonomyId: String
+    $source: String
+    $classification: String
+    $isAbstract: Boolean
+    $limit: Int! = 100
+    $offset: Int! = 0
+  ) {
+    elements(
+      taxonomyId: $taxonomyId
+      source: $source
+      classification: $classification
+      isAbstract: $isAbstract
+      limit: $limit
+      offset: $offset
+    ) {
+      elements {
+        id
+        code
+        name
+        description
+        qname
+        namespace
+        classification
+        subClassification
+        balanceType
+        periodType
+        isAbstract
+        elementType
+        source
+        taxonomyId
+        parentId
+        depth
+        isActive
+        externalId
+        externalSource
+      }
+      pagination {
+        total
+        limit
+        offset
+        hasMore
+      }
+    }
+  }
+`;

package/extensions/graphql/queries/ledger/elements.ts

@@ -0,0 +1,54 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Elements list with pagination. Filters narrow by taxonomy, source
+ * system, classification, or abstract flag. Used by the mapping UI
+ * to populate element pickers and by the CoA reconciliation views.
+ */
+export const LIST_ELEMENTS = gql`
+  query ListLedgerElements(
+    $taxonomyId: String
+    $source: String
+    $classification: String
+    $isAbstract: Boolean
+    $limit: Int! = 100
+    $offset: Int! = 0
+  ) {
+    elements(
+      taxonomyId: $taxonomyId
+      source: $source
+      classification: $classification
+      isAbstract: $isAbstract
+      limit: $limit
+      offset: $offset
+    ) {
+      elements {
+        id
+        code
+        name
+        description
+        qname
+        namespace
+        classification
+        subClassification
+        balanceType
+        periodType
+        isAbstract
+        elementType
+        source
+        taxonomyId
+        parentId
+        depth
+        isActive
+        externalId
+        externalSource
+      }
+      pagination {
+        total
+        limit
+        offset
+        hasMore
+      }
+    }
+  }
+`

package/extensions/graphql/queries/ledger/entities.d.ts

@@ -0,0 +1,7 @@
+/**
+ * List all entities for this graph (bare list, no pagination).
+ *
+ * Optional `source` filter narrows to entities from a specific source
+ * system (e.g. "linked" for entities auto-linked from shared reports).
+ */
+export declare const LIST_ENTITIES: string;

package/extensions/graphql/queries/ledger/entities.js

@@ -0,0 +1,31 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LIST_ENTITIES = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * List all entities for this graph (bare list, no pagination).
+ *
+ * Optional `source` filter narrows to entities from a specific source
+ * system (e.g. "linked" for entities auto-linked from shared reports).
+ */
+exports.LIST_ENTITIES = (0, graphql_request_1.gql) `
+  query ListLedgerEntities($source: String) {
+    entities(source: $source) {
+      id
+      name
+      legalName
+      ticker
+      cik
+      industry
+      entityType
+      status
+      isParent
+      parentEntityId
+      source
+      sourceGraphId
+      connectionId
+      createdAt
+      updatedAt
+    }
+  }
+`;

package/extensions/graphql/queries/ledger/entities.ts

@@ -0,0 +1,29 @@
+import { gql } from 'graphql-request'
+
+/**
+ * List all entities for this graph (bare list, no pagination).
+ *
+ * Optional `source` filter narrows to entities from a specific source
+ * system (e.g. "linked" for entities auto-linked from shared reports).
+ */
+export const LIST_ENTITIES = gql`
+  query ListLedgerEntities($source: String) {
+    entities(source: $source) {
+      id
+      name
+      legalName
+      ticker
+      cik
+      industry
+      entityType
+      status
+      isParent
+      parentEntityId
+      source
+      sourceGraphId
+      connectionId
+      createdAt
+      updatedAt
+    }
+  }
+`

package/extensions/graphql/queries/ledger/entity.d.ts

@@ -0,0 +1,14 @@
+/**
+ * Ledger entity read queries.
+ *
+ * These are scanned by GraphQL Code Generator (see codegen.ts) to produce
+ * typed DocumentNodes in ../generated/graphql.ts. Import the generated
+ * types from the facade method, not from this file.
+ *
+ * **Graph scoping:** the GraphQL endpoint is mounted at
+ * `/extensions/{graph_id}/graphql`, so `graph_id` is a URL path
+ * parameter, not a query argument. Resolvers read it from the request
+ * context, never from GraphQL variables. Facade methods pass `graphId`
+ * as part of the request URL when calling `graphQLClient.request(...)`.
+ */
+export declare const GET_ENTITY: string;

package/extensions/graphql/queries/ledger/entity.js

@@ -0,0 +1,55 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.GET_ENTITY = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Ledger entity read queries.
+ *
+ * These are scanned by GraphQL Code Generator (see codegen.ts) to produce
+ * typed DocumentNodes in ../generated/graphql.ts. Import the generated
+ * types from the facade method, not from this file.
+ *
+ * **Graph scoping:** the GraphQL endpoint is mounted at
+ * `/extensions/{graph_id}/graphql`, so `graph_id` is a URL path
+ * parameter, not a query argument. Resolvers read it from the request
+ * context, never from GraphQL variables. Facade methods pass `graphId`
+ * as part of the request URL when calling `graphQLClient.request(...)`.
+ */
+exports.GET_ENTITY = (0, graphql_request_1.gql) `
+  query GetLedgerEntity {
+    entity {
+      id
+      name
+      legalName
+      uri
+      cik
+      ticker
+      exchange
+      sic
+      sicDescription
+      category
+      stateOfIncorporation
+      fiscalYearEnd
+      taxId
+      lei
+      industry
+      entityType
+      phone
+      website
+      status
+      isParent
+      parentEntityId
+      source
+      sourceId
+      sourceGraphId
+      connectionId
+      addressLine1
+      addressCity
+      addressState
+      addressPostalCode
+      addressCountry
+      createdAt
+      updatedAt
+    }
+  }
+`;

package/extensions/graphql/queries/ledger/entity.ts

@@ -0,0 +1,54 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Ledger entity read queries.
+ *
+ * These are scanned by GraphQL Code Generator (see codegen.ts) to produce
+ * typed DocumentNodes in ../generated/graphql.ts. Import the generated
+ * types from the facade method, not from this file.
+ *
+ * **Graph scoping:** the GraphQL endpoint is mounted at
+ * `/extensions/{graph_id}/graphql`, so `graph_id` is a URL path
+ * parameter, not a query argument. Resolvers read it from the request
+ * context, never from GraphQL variables. Facade methods pass `graphId`
+ * as part of the request URL when calling `graphQLClient.request(...)`.
+ */
+
+export const GET_ENTITY = gql`
+  query GetLedgerEntity {
+    entity {
+      id
+      name
+      legalName
+      uri
+      cik
+      ticker
+      exchange
+      sic
+      sicDescription
+      category
+      stateOfIncorporation
+      fiscalYearEnd
+      taxId
+      lei
+      industry
+      entityType
+      phone
+      website
+      status
+      isParent
+      parentEntityId
+      source
+      sourceId
+      sourceGraphId
+      connectionId
+      addressLine1
+      addressCity
+      addressState
+      addressPostalCode
+      addressCountry
+      createdAt
+      updatedAt
+    }
+  }
+`

package/extensions/graphql/queries/ledger/fiscalCalendar.d.ts

@@ -0,0 +1,8 @@
+/**
+ * Fiscal calendar state — pointers, gap, closeable status, period list.
+ *
+ * The resolver blends extensions-DB data (calendar + periods) with a
+ * platform-DB lookup for QB sync state (last_sync_at). Clients use
+ * `closeableNow` + `blockers` as the close gate.
+ */
+export declare const GET_FISCAL_CALENDAR: string;

package/extensions/graphql/queries/ledger/fiscalCalendar.js

@@ -0,0 +1,35 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.GET_FISCAL_CALENDAR = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Fiscal calendar state — pointers, gap, closeable status, period list.
+ *
+ * The resolver blends extensions-DB data (calendar + periods) with a
+ * platform-DB lookup for QB sync state (last_sync_at). Clients use
+ * `closeableNow` + `blockers` as the close gate.
+ */
+exports.GET_FISCAL_CALENDAR = (0, graphql_request_1.gql) `
+  query GetLedgerFiscalCalendar {
+    fiscalCalendar {
+      graphId
+      fiscalYearStartMonth
+      closedThrough
+      closeTarget
+      gapPeriods
+      catchUpSequence
+      closeableNow
+      blockers
+      lastCloseAt
+      initializedAt
+      lastSyncAt
+      periods {
+        name
+        startDate
+        endDate
+        status
+        closedAt
+      }
+    }
+  }
+`;

package/extensions/graphql/queries/ledger/fiscalCalendar.ts

@@ -0,0 +1,33 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Fiscal calendar state — pointers, gap, closeable status, period list.
+ *
+ * The resolver blends extensions-DB data (calendar + periods) with a
+ * platform-DB lookup for QB sync state (last_sync_at). Clients use
+ * `closeableNow` + `blockers` as the close gate.
+ */
+export const GET_FISCAL_CALENDAR = gql`
+  query GetLedgerFiscalCalendar {
+    fiscalCalendar {
+      graphId
+      fiscalYearStartMonth
+      closedThrough
+      closeTarget
+      gapPeriods
+      catchUpSequence
+      closeableNow
+      blockers
+      lastCloseAt
+      initializedAt
+      lastSyncAt
+      periods {
+        name
+        startDate
+        endDate
+        status
+        closedAt
+      }
+    }
+  }
+`

package/extensions/graphql/queries/ledger/mappedTrialBalance.d.ts

@@ -0,0 +1,9 @@
+/**
+ * Trial balance rolled up to reporting concepts via a mapping structure.
+ *
+ * Unlike `trialBalance`, which groups by raw CoA account, this query
+ * groups by the US GAAP reporting concept each account maps to. Used
+ * by the report builder to preview what a generated statement will
+ * look like before materializing it.
+ */
+export declare const GET_MAPPED_TRIAL_BALANCE: string;