@robosystems/client 0.2.48 → 0.3.0

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

@@ -0,0 +1,8 @@
+/**
+ * All report definitions for this graph, most recent first.
+ *
+ * Includes both native reports (generated from this graph's books) and
+ * shared reports (materialized from another graph via a publish list).
+ * `sourceGraphId` / `sourceReportId` / `sharedAt` identify shared reports.
+ */
+export declare const LIST_REPORTS: string;

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

@@ -0,0 +1,45 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LIST_REPORTS = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * All report definitions for this graph, most recent first.
+ *
+ * Includes both native reports (generated from this graph's books) and
+ * shared reports (materialized from another graph via a publish list).
+ * `sourceGraphId` / `sourceReportId` / `sharedAt` identify shared reports.
+ */
+exports.LIST_REPORTS = (0, graphql_request_1.gql) `
+  query ListLedgerReports {
+    reports {
+      reports {
+        id
+        name
+        taxonomyId
+        generationStatus
+        periodType
+        periodStart
+        periodEnd
+        comparative
+        mappingId
+        aiGenerated
+        createdAt
+        lastGenerated
+        entityName
+        sourceGraphId
+        sourceReportId
+        sharedAt
+        periods {
+          start
+          end
+          label
+        }
+        structures {
+          id
+          name
+          structureType
+        }
+      }
+    }
+  }
+`;

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

@@ -0,0 +1,43 @@
+import { gql } from 'graphql-request'
+
+/**
+ * All report definitions for this graph, most recent first.
+ *
+ * Includes both native reports (generated from this graph's books) and
+ * shared reports (materialized from another graph via a publish list).
+ * `sourceGraphId` / `sourceReportId` / `sharedAt` identify shared reports.
+ */
+export const LIST_REPORTS = gql`
+  query ListLedgerReports {
+    reports {
+      reports {
+        id
+        name
+        taxonomyId
+        generationStatus
+        periodType
+        periodStart
+        periodEnd
+        comparative
+        mappingId
+        aiGenerated
+        createdAt
+        lastGenerated
+        entityName
+        sourceGraphId
+        sourceReportId
+        sharedAt
+        periods {
+          start
+          end
+          label
+        }
+        structures {
+          id
+          name
+          structureType
+        }
+      }
+    }
+  }
+`

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

@@ -0,0 +1,7 @@
+/**
+ * In-scope facts for a schedule. Optional `periodStart` / `periodEnd`
+ * narrow to a single period window. Historical facts (pre-
+ * `closed_through` at creation time) are hidden — only in-scope rows
+ * that drive actual closing entries are returned.
+ */
+export declare const GET_SCHEDULE_FACTS: string;

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

@@ -0,0 +1,24 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.GET_SCHEDULE_FACTS = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * In-scope facts for a schedule. Optional `periodStart` / `periodEnd`
+ * narrow to a single period window. Historical facts (pre-
+ * `closed_through` at creation time) are hidden — only in-scope rows
+ * that drive actual closing entries are returned.
+ */
+exports.GET_SCHEDULE_FACTS = (0, graphql_request_1.gql) `
+  query GetLedgerScheduleFacts($structureId: String!, $periodStart: Date, $periodEnd: Date) {
+    scheduleFacts(structureId: $structureId, periodStart: $periodStart, periodEnd: $periodEnd) {
+      structureId
+      facts {
+        elementId
+        elementName
+        value
+        periodStart
+        periodEnd
+      }
+    }
+  }
+`;

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

@@ -0,0 +1,22 @@
+import { gql } from 'graphql-request'
+
+/**
+ * In-scope facts for a schedule. Optional `periodStart` / `periodEnd`
+ * narrow to a single period window. Historical facts (pre-
+ * `closed_through` at creation time) are hidden — only in-scope rows
+ * that drive actual closing entries are returned.
+ */
+export const GET_SCHEDULE_FACTS = gql`
+  query GetLedgerScheduleFacts($structureId: String!, $periodStart: Date, $periodEnd: Date) {
+    scheduleFacts(structureId: $structureId, periodStart: $periodStart, periodEnd: $periodEnd) {
+      structureId
+      facts {
+        elementId
+        elementName
+        value
+        periodStart
+        periodEnd
+      }
+    }
+  }
+`

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

@@ -0,0 +1,6 @@
+/**
+ * All active schedule structures (depreciation, amortization, accrual)
+ * with entry template + metadata. `entryTemplate` and `scheduleMetadata`
+ * are JSON scalars — consume as untyped dicts in the facade.
+ */
+export declare const LIST_SCHEDULES: string;

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

@@ -0,0 +1,24 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LIST_SCHEDULES = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * All active schedule structures (depreciation, amortization, accrual)
+ * with entry template + metadata. `entryTemplate` and `scheduleMetadata`
+ * are JSON scalars — consume as untyped dicts in the facade.
+ */
+exports.LIST_SCHEDULES = (0, graphql_request_1.gql) `
+  query ListLedgerSchedules {
+    schedules {
+      schedules {
+        structureId
+        name
+        taxonomyName
+        entryTemplate
+        scheduleMetadata
+        totalPeriods
+        periodsWithEntries
+      }
+    }
+  }
+`;

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

@@ -0,0 +1,22 @@
+import { gql } from 'graphql-request'
+
+/**
+ * All active schedule structures (depreciation, amortization, accrual)
+ * with entry template + metadata. `entryTemplate` and `scheduleMetadata`
+ * are JSON scalars — consume as untyped dicts in the facade.
+ */
+export const LIST_SCHEDULES = gql`
+  query ListLedgerSchedules {
+    schedules {
+      schedules {
+        structureId
+        name
+        taxonomyName
+        entryTemplate
+        scheduleMetadata
+        totalPeriods
+        periodsWithEntries
+      }
+    }
+  }
+`

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

@@ -0,0 +1,9 @@
+/**
+ * Render a financial statement for a report + structure_type.
+ *
+ * Structure types: `income_statement`, `balance_sheet`,
+ * `equity_statement`, `custom`. Returns hierarchically-ordered rows
+ * (with depth + subtotal flags) plus the guardrail validation result.
+ * The caller usually renders `rows` directly as a nested tree.
+ */
+export declare const GET_STATEMENT: string;

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

@@ -0,0 +1,43 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.GET_STATEMENT = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Render a financial statement for a report + structure_type.
+ *
+ * Structure types: `income_statement`, `balance_sheet`,
+ * `equity_statement`, `custom`. Returns hierarchically-ordered rows
+ * (with depth + subtotal flags) plus the guardrail validation result.
+ * The caller usually renders `rows` directly as a nested tree.
+ */
+exports.GET_STATEMENT = (0, graphql_request_1.gql) `
+  query GetLedgerStatement($reportId: String!, $structureType: String!) {
+    statement(reportId: $reportId, structureType: $structureType) {
+      reportId
+      structureId
+      structureName
+      structureType
+      unmappedCount
+      periods {
+        start
+        end
+        label
+      }
+      rows {
+        elementId
+        elementQname
+        elementName
+        classification
+        values
+        isSubtotal
+        depth
+      }
+      validation {
+        passed
+        checks
+        failures
+        warnings
+      }
+    }
+  }
+`;

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

@@ -0,0 +1,41 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Render a financial statement for a report + structure_type.
+ *
+ * Structure types: `income_statement`, `balance_sheet`,
+ * `equity_statement`, `custom`. Returns hierarchically-ordered rows
+ * (with depth + subtotal flags) plus the guardrail validation result.
+ * The caller usually renders `rows` directly as a nested tree.
+ */
+export const GET_STATEMENT = gql`
+  query GetLedgerStatement($reportId: String!, $structureType: String!) {
+    statement(reportId: $reportId, structureType: $structureType) {
+      reportId
+      structureId
+      structureName
+      structureType
+      unmappedCount
+      periods {
+        start
+        end
+        label
+      }
+      rows {
+        elementId
+        elementQname
+        elementName
+        classification
+        values
+        isSubtotal
+        depth
+      }
+      validation {
+        passed
+        checks
+        failures
+        warnings
+      }
+    }
+  }
+`

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

@@ -0,0 +1,5 @@
+/**
+ * Structures list. Optional filters narrow by taxonomy or structure type
+ * (e.g. "coa_mapping", "statement_income", "schedule").
+ */
+export declare const LIST_STRUCTURES: string;

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

@@ -0,0 +1,22 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LIST_STRUCTURES = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Structures list. Optional filters narrow by taxonomy or structure type
+ * (e.g. "coa_mapping", "statement_income", "schedule").
+ */
+exports.LIST_STRUCTURES = (0, graphql_request_1.gql) `
+  query ListLedgerStructures($taxonomyId: String, $structureType: String) {
+    structures(taxonomyId: $taxonomyId, structureType: $structureType) {
+      structures {
+        id
+        name
+        description
+        structureType
+        taxonomyId
+        isActive
+      }
+    }
+  }
+`;

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

@@ -0,0 +1,20 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Structures list. Optional filters narrow by taxonomy or structure type
+ * (e.g. "coa_mapping", "statement_income", "schedule").
+ */
+export const LIST_STRUCTURES = gql`
+  query ListLedgerStructures($taxonomyId: String, $structureType: String) {
+    structures(taxonomyId: $taxonomyId, structureType: $structureType) {
+      structures {
+        id
+        name
+        description
+        structureType
+        taxonomyId
+        isActive
+      }
+    }
+  }
+`

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

@@ -0,0 +1,7 @@
+/**
+ * Ledger rollup counts + connection metadata.
+ *
+ * Pulls account/transaction/entry/line-item counts plus the
+ * latest QB sync timestamp from the platform connections table.
+ */
+export declare const GET_SUMMARY: string;

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

@@ -0,0 +1,25 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.GET_SUMMARY = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Ledger rollup counts + connection metadata.
+ *
+ * Pulls account/transaction/entry/line-item counts plus the
+ * latest QB sync timestamp from the platform connections table.
+ */
+exports.GET_SUMMARY = (0, graphql_request_1.gql) `
+  query GetLedgerSummary {
+    summary {
+      graphId
+      accountCount
+      transactionCount
+      entryCount
+      lineItemCount
+      earliestTransactionDate
+      latestTransactionDate
+      connectionCount
+      lastSyncAt
+    }
+  }
+`;

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

@@ -0,0 +1,23 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Ledger rollup counts + connection metadata.
+ *
+ * Pulls account/transaction/entry/line-item counts plus the
+ * latest QB sync timestamp from the platform connections table.
+ */
+export const GET_SUMMARY = gql`
+  query GetLedgerSummary {
+    summary {
+      graphId
+      accountCount
+      transactionCount
+      entryCount
+      lineItemCount
+      earliestTransactionDate
+      latestTransactionDate
+      connectionCount
+      lastSyncAt
+    }
+  }
+`

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

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+/**
+ * List active taxonomies. Optional `taxonomyType` filter narrows to
+ * a single type (e.g. "reporting", "mapping", "chart_of_accounts").
+ */
+export declare const LIST_TAXONOMIES: string;

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

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LIST_TAXONOMIES = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * List active taxonomies. Optional `taxonomyType` filter narrows to
+ * a single type (e.g. "reporting", "mapping", "chart_of_accounts").
+ */
+exports.LIST_TAXONOMIES = (0, graphql_request_1.gql) `
+  query ListLedgerTaxonomies($taxonomyType: String) {
+    taxonomies(taxonomyType: $taxonomyType) {
+      taxonomies {
+        id
+        name
+        description
+        taxonomyType
+        version
+        standard
+        namespaceUri
+        isShared
+        isActive
+        isLocked
+        sourceTaxonomyId
+        targetTaxonomyId
+      }
+    }
+  }
+`;

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

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+import { gql } from 'graphql-request'
+
+/**
+ * List active taxonomies. Optional `taxonomyType` filter narrows to
+ * a single type (e.g. "reporting", "mapping", "chart_of_accounts").
+ */
+export const LIST_TAXONOMIES = gql`
+  query ListLedgerTaxonomies($taxonomyType: String) {
+    taxonomies(taxonomyType: $taxonomyType) {
+      taxonomies {
+        id
+        name
+        description
+        taxonomyType
+        version
+        standard
+        namespaceUri
+        isShared
+        isActive
+        isLocked
+        sourceTaxonomyId
+        targetTaxonomyId
+      }
+    }
+  }
+`

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

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+/**
+ * Single transaction with full entry + line item drill-down.
+ *
+ * Returns null when the transaction doesn't exist in this graph.
+ */
+export declare const GET_TRANSACTION: string;

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

@@ -0,0 +1,49 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.GET_TRANSACTION = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Single transaction with full entry + line item drill-down.
+ *
+ * Returns null when the transaction doesn't exist in this graph.
+ */
+exports.GET_TRANSACTION = (0, graphql_request_1.gql) `
+  query GetLedgerTransaction($transactionId: String!) {
+    transaction(transactionId: $transactionId) {
+      id
+      number
+      type
+      category
+      amount
+      currency
+      date
+      dueDate
+      merchantName
+      referenceNumber
+      description
+      source
+      sourceId
+      status
+      postedAt
+      entries {
+        id
+        number
+        type
+        postingDate
+        memo
+        status
+        postedAt
+        lineItems {
+          id
+          accountId
+          accountName
+          accountCode
+          debitAmount
+          creditAmount
+          description
+          lineOrder
+        }
+      }
+    }
+  }
+`;

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

@@ -0,0 +1,47 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Single transaction with full entry + line item drill-down.
+ *
+ * Returns null when the transaction doesn't exist in this graph.
+ */
+export const GET_TRANSACTION = gql`
+  query GetLedgerTransaction($transactionId: String!) {
+    transaction(transactionId: $transactionId) {
+      id
+      number
+      type
+      category
+      amount
+      currency
+      date
+      dueDate
+      merchantName
+      referenceNumber
+      description
+      source
+      sourceId
+      status
+      postedAt
+      entries {
+        id
+        number
+        type
+        postingDate
+        memo
+        status
+        postedAt
+        lineItems {
+          id
+          accountId
+          accountName
+          accountCode
+          debitAmount
+          creditAmount
+          description
+          lineOrder
+        }
+      }
+    }
+  }
+`

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

@@ -0,0 +1,7 @@
+/**
+ * Transaction list with pagination and filters.
+ *
+ * `type` filters to a single transaction type (Bill, Invoice, Payment, etc).
+ * `startDate` / `endDate` filter by transaction date.
+ */
+export declare const LIST_TRANSACTIONS: string;

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

@@ -0,0 +1,49 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LIST_TRANSACTIONS = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Transaction list with pagination and filters.
+ *
+ * `type` filters to a single transaction type (Bill, Invoice, Payment, etc).
+ * `startDate` / `endDate` filter by transaction date.
+ */
+exports.LIST_TRANSACTIONS = (0, graphql_request_1.gql) `
+  query ListLedgerTransactions(
+    $type: String
+    $startDate: Date
+    $endDate: Date
+    $limit: Int! = 100
+    $offset: Int! = 0
+  ) {
+    transactions(
+      type: $type
+      startDate: $startDate
+      endDate: $endDate
+      limit: $limit
+      offset: $offset
+    ) {
+      transactions {
+        id
+        number
+        type
+        category
+        amount
+        currency
+        date
+        dueDate
+        merchantName
+        referenceNumber
+        description
+        source
+        status
+      }
+      pagination {
+        total
+        limit
+        offset
+        hasMore
+      }
+    }
+  }
+`;