@robosystems/client 0.2.49 → 0.3.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (190) hide show
  1. package/extensions/InvestorClient.d.ts +91 -0
  2. package/extensions/InvestorClient.js +223 -0
  3. package/extensions/InvestorClient.ts +501 -0
  4. package/extensions/LedgerClient.d.ts +183 -309
  5. package/extensions/LedgerClient.js +268 -587
  6. package/extensions/LedgerClient.ts +777 -903
  7. package/extensions/ReportClient.d.ts +77 -115
  8. package/extensions/ReportClient.js +124 -211
  9. package/extensions/ReportClient.ts +298 -358
  10. package/extensions/config.js +1 -1
  11. package/extensions/config.ts +1 -1
  12. package/extensions/graphql/client.d.ts +46 -0
  13. package/extensions/graphql/client.js +75 -0
  14. package/extensions/graphql/client.ts +82 -0
  15. package/extensions/graphql/generated/graphql.d.ts +1786 -0
  16. package/extensions/graphql/generated/graphql.js +2671 -0
  17. package/extensions/graphql/generated/graphql.ts +4491 -0
  18. package/extensions/graphql/queries/investor/holdings.d.ts +8 -0
  19. package/extensions/graphql/queries/investor/holdings.js +36 -0
  20. package/extensions/graphql/queries/investor/holdings.ts +34 -0
  21. package/extensions/graphql/queries/investor/portfolio.d.ts +4 -0
  22. package/extensions/graphql/queries/investor/portfolio.js +21 -0
  23. package/extensions/graphql/queries/investor/portfolio.ts +19 -0
  24. package/extensions/graphql/queries/investor/portfolios.d.ts +4 -0
  25. package/extensions/graphql/queries/investor/portfolios.js +29 -0
  26. package/extensions/graphql/queries/investor/portfolios.ts +27 -0
  27. package/extensions/graphql/queries/investor/position.d.ts +4 -0
  28. package/extensions/graphql/queries/investor/position.js +33 -0
  29. package/extensions/graphql/queries/investor/position.ts +31 -0
  30. package/extensions/graphql/queries/investor/positions.d.ts +8 -0
  31. package/extensions/graphql/queries/investor/positions.js +57 -0
  32. package/extensions/graphql/queries/investor/positions.ts +55 -0
  33. package/extensions/graphql/queries/investor/securities.d.ts +8 -0
  34. package/extensions/graphql/queries/investor/securities.js +50 -0
  35. package/extensions/graphql/queries/investor/securities.ts +48 -0
  36. package/extensions/graphql/queries/investor/security.d.ts +4 -0
  37. package/extensions/graphql/queries/investor/security.js +26 -0
  38. package/extensions/graphql/queries/investor/security.ts +24 -0
  39. package/extensions/graphql/queries/ledger/accountRollups.d.ts +7 -0
  40. package/extensions/graphql/queries/ledger/accountRollups.js +36 -0
  41. package/extensions/graphql/queries/ledger/accountRollups.ts +34 -0
  42. package/extensions/graphql/queries/ledger/accountTree.d.ts +11 -0
  43. package/extensions/graphql/queries/ledger/accountTree.js +61 -0
  44. package/extensions/graphql/queries/ledger/accountTree.ts +59 -0
  45. package/extensions/graphql/queries/ledger/accounts.d.ts +8 -0
  46. package/extensions/graphql/queries/ledger/accounts.js +45 -0
  47. package/extensions/graphql/queries/ledger/accounts.ts +43 -0
  48. package/extensions/graphql/queries/ledger/closingBookStructures.d.ts +6 -0
  49. package/extensions/graphql/queries/ledger/closingBookStructures.js +27 -0
  50. package/extensions/graphql/queries/ledger/closingBookStructures.ts +25 -0
  51. package/extensions/graphql/queries/ledger/elements.d.ts +6 -0
  52. package/extensions/graphql/queries/ledger/elements.js +56 -0
  53. package/extensions/graphql/queries/ledger/elements.ts +54 -0
  54. package/extensions/graphql/queries/ledger/entities.d.ts +7 -0
  55. package/extensions/graphql/queries/ledger/entities.js +31 -0
  56. package/extensions/graphql/queries/ledger/entities.ts +29 -0
  57. package/extensions/graphql/queries/ledger/entity.d.ts +14 -0
  58. package/extensions/graphql/queries/ledger/entity.js +55 -0
  59. package/extensions/graphql/queries/ledger/entity.ts +54 -0
  60. package/extensions/graphql/queries/ledger/fiscalCalendar.d.ts +8 -0
  61. package/extensions/graphql/queries/ledger/fiscalCalendar.js +35 -0
  62. package/extensions/graphql/queries/ledger/fiscalCalendar.ts +33 -0
  63. package/extensions/graphql/queries/ledger/mappedTrialBalance.d.ts +9 -0
  64. package/extensions/graphql/queries/ledger/mappedTrialBalance.js +29 -0
  65. package/extensions/graphql/queries/ledger/mappedTrialBalance.ts +27 -0
  66. package/extensions/graphql/queries/ledger/mapping.d.ts +5 -0
  67. package/extensions/graphql/queries/ledger/mapping.js +35 -0
  68. package/extensions/graphql/queries/ledger/mapping.ts +33 -0
  69. package/extensions/graphql/queries/ledger/mappingCoverage.d.ts +5 -0
  70. package/extensions/graphql/queries/ledger/mappingCoverage.js +22 -0
  71. package/extensions/graphql/queries/ledger/mappingCoverage.ts +20 -0
  72. package/extensions/graphql/queries/ledger/mappings.d.ts +6 -0
  73. package/extensions/graphql/queries/ledger/mappings.js +23 -0
  74. package/extensions/graphql/queries/ledger/mappings.ts +21 -0
  75. package/extensions/graphql/queries/ledger/periodCloseStatus.d.ts +6 -0
  76. package/extensions/graphql/queries/ledger/periodCloseStatus.js +29 -0
  77. package/extensions/graphql/queries/ledger/periodCloseStatus.ts +27 -0
  78. package/extensions/graphql/queries/ledger/periodDrafts.d.ts +8 -0
  79. package/extensions/graphql/queries/ledger/periodDrafts.js +45 -0
  80. package/extensions/graphql/queries/ledger/periodDrafts.ts +43 -0
  81. package/extensions/graphql/queries/ledger/publishList.d.ts +5 -0
  82. package/extensions/graphql/queries/ledger/publishList.js +29 -0
  83. package/extensions/graphql/queries/ledger/publishList.ts +27 -0
  84. package/extensions/graphql/queries/ledger/publishLists.d.ts +5 -0
  85. package/extensions/graphql/queries/ledger/publishLists.js +29 -0
  86. package/extensions/graphql/queries/ledger/publishLists.ts +27 -0
  87. package/extensions/graphql/queries/ledger/report.d.ts +5 -0
  88. package/extensions/graphql/queries/ledger/report.js +40 -0
  89. package/extensions/graphql/queries/ledger/report.ts +38 -0
  90. package/extensions/graphql/queries/ledger/reportingTaxonomy.d.ts +6 -0
  91. package/extensions/graphql/queries/ledger/reportingTaxonomy.js +27 -0
  92. package/extensions/graphql/queries/ledger/reportingTaxonomy.ts +25 -0
  93. package/extensions/graphql/queries/ledger/reports.d.ts +8 -0
  94. package/extensions/graphql/queries/ledger/reports.js +45 -0
  95. package/extensions/graphql/queries/ledger/reports.ts +43 -0
  96. package/extensions/graphql/queries/ledger/scheduleFacts.d.ts +7 -0
  97. package/extensions/graphql/queries/ledger/scheduleFacts.js +24 -0
  98. package/extensions/graphql/queries/ledger/scheduleFacts.ts +22 -0
  99. package/extensions/graphql/queries/ledger/schedules.d.ts +6 -0
  100. package/extensions/graphql/queries/ledger/schedules.js +24 -0
  101. package/extensions/graphql/queries/ledger/schedules.ts +22 -0
  102. package/extensions/graphql/queries/ledger/statement.d.ts +9 -0
  103. package/extensions/graphql/queries/ledger/statement.js +43 -0
  104. package/extensions/graphql/queries/ledger/statement.ts +41 -0
  105. package/extensions/graphql/queries/ledger/structures.d.ts +5 -0
  106. package/extensions/graphql/queries/ledger/structures.js +22 -0
  107. package/extensions/graphql/queries/ledger/structures.ts +20 -0
  108. package/extensions/graphql/queries/ledger/summary.d.ts +7 -0
  109. package/extensions/graphql/queries/ledger/summary.js +25 -0
  110. package/extensions/graphql/queries/ledger/summary.ts +23 -0
  111. package/extensions/graphql/queries/ledger/taxonomies.d.ts +5 -0
  112. package/extensions/graphql/queries/ledger/taxonomies.js +28 -0
  113. package/extensions/graphql/queries/ledger/taxonomies.ts +26 -0
  114. package/extensions/graphql/queries/ledger/transaction.d.ts +6 -0
  115. package/extensions/graphql/queries/ledger/transaction.js +49 -0
  116. package/extensions/graphql/queries/ledger/transaction.ts +47 -0
  117. package/extensions/graphql/queries/ledger/transactions.d.ts +7 -0
  118. package/extensions/graphql/queries/ledger/transactions.js +49 -0
  119. package/extensions/graphql/queries/ledger/transactions.ts +47 -0
  120. package/extensions/graphql/queries/ledger/trialBalance.d.ts +7 -0
  121. package/extensions/graphql/queries/ledger/trialBalance.js +28 -0
  122. package/extensions/graphql/queries/ledger/trialBalance.ts +26 -0
  123. package/extensions/graphql/queries/ledger/unmappedElements.d.ts +8 -0
  124. package/extensions/graphql/queries/ledger/unmappedElements.js +29 -0
  125. package/extensions/graphql/queries/ledger/unmappedElements.ts +27 -0
  126. package/extensions/hooks.d.ts +1 -1
  127. package/extensions/index.d.ts +5 -1
  128. package/extensions/index.js +13 -1
  129. package/extensions/index.ts +14 -0
  130. package/index.ts +2 -2
  131. package/package.json +14 -5
  132. package/sdk/index.d.ts +2 -2
  133. package/sdk/index.js +38 -73
  134. package/sdk/index.ts +2 -2
  135. package/sdk/sdk.gen.d.ts +100 -325
  136. package/sdk/sdk.gen.js +228 -592
  137. package/sdk/sdk.gen.ts +193 -556
  138. package/sdk/types.gen.d.ts +4522 -7708
  139. package/sdk/types.gen.ts +4569 -7983
  140. package/sdk.gen.d.ts +100 -325
  141. package/sdk.gen.js +228 -592
  142. package/sdk.gen.ts +193 -556
  143. package/types.gen.d.ts +4522 -7708
  144. package/types.gen.ts +4569 -7983
  145. package/extensions/AgentClient.test.ts +0 -403
  146. package/extensions/LedgerClient.test.ts +0 -1655
  147. package/extensions/OperationClient.test.ts +0 -365
  148. package/extensions/QueryClient.test.ts +0 -432
  149. package/extensions/ReportClient.test.ts +0 -828
  150. package/extensions/SSEClient.test.ts +0 -375
  151. package/extensions/config.test.ts +0 -199
  152. package/extensions/hooks.test.ts +0 -373
  153. package/extensions/index.test.ts +0 -420
  154. package/sdk-extensions/AgentClient.d.ts +0 -82
  155. package/sdk-extensions/AgentClient.js +0 -218
  156. package/sdk-extensions/AgentClient.test.ts +0 -403
  157. package/sdk-extensions/AgentClient.ts +0 -321
  158. package/sdk-extensions/LedgerClient.d.ts +0 -416
  159. package/sdk-extensions/LedgerClient.js +0 -737
  160. package/sdk-extensions/LedgerClient.test.ts +0 -1655
  161. package/sdk-extensions/LedgerClient.ts +0 -1249
  162. package/sdk-extensions/OperationClient.d.ts +0 -65
  163. package/sdk-extensions/OperationClient.js +0 -251
  164. package/sdk-extensions/OperationClient.test.ts +0 -365
  165. package/sdk-extensions/OperationClient.ts +0 -324
  166. package/sdk-extensions/QueryClient.d.ts +0 -52
  167. package/sdk-extensions/QueryClient.js +0 -313
  168. package/sdk-extensions/QueryClient.test.ts +0 -432
  169. package/sdk-extensions/QueryClient.ts +0 -420
  170. package/sdk-extensions/README.md +0 -901
  171. package/sdk-extensions/ReportClient.d.ts +0 -151
  172. package/sdk-extensions/ReportClient.js +0 -278
  173. package/sdk-extensions/ReportClient.test.ts +0 -828
  174. package/sdk-extensions/ReportClient.ts +0 -486
  175. package/sdk-extensions/SSEClient.d.ts +0 -62
  176. package/sdk-extensions/SSEClient.js +0 -154
  177. package/sdk-extensions/SSEClient.test.ts +0 -375
  178. package/sdk-extensions/SSEClient.ts +0 -210
  179. package/sdk-extensions/config.d.ts +0 -57
  180. package/sdk-extensions/config.js +0 -152
  181. package/sdk-extensions/config.test.ts +0 -199
  182. package/sdk-extensions/config.ts +0 -175
  183. package/sdk-extensions/hooks.d.ts +0 -110
  184. package/sdk-extensions/hooks.js +0 -384
  185. package/sdk-extensions/hooks.test.ts +0 -373
  186. package/sdk-extensions/hooks.ts +0 -459
  187. package/sdk-extensions/index.d.ts +0 -63
  188. package/sdk-extensions/index.js +0 -164
  189. package/sdk-extensions/index.test.ts +0 -420
  190. package/sdk-extensions/index.ts +0 -203
@@ -2,324 +2,192 @@
2
2
  "use strict";
3
3
  Object.defineProperty(exports, "__esModule", { value: true });
4
4
  exports.LedgerClient = void 0;
5
- /**
6
- * Ledger Client for RoboSystems API
7
- *
8
- * High-level client for all ledger concerns: chart of accounts, transactions,
9
- * trial balance, taxonomy, mappings, and AI auto-mapping. This is the
10
- * operational backbone — reports consume these as inputs.
11
- */
5
+ const graphql_request_1 = require("graphql-request");
12
6
  const sdk_gen_1 = require("../sdk.gen");
13
- // ── Client ──────────────────────────────────────────────────────────────
7
+ const client_1 = require("./graphql/client");
8
+ const graphql_1 = require("./graphql/generated/graphql");
14
9
  class LedgerClient {
15
10
  constructor(config) {
16
11
  this.config = config;
12
+ this.gql = new client_1.GraphQLClientCache(config);
17
13
  }
18
14
  // ── Entity ──────────────────────────────────────────────────────────
19
15
  /**
20
16
  * Get the entity (company/organization) for this graph.
17
+ * Returns null when the ledger has no entity yet.
21
18
  */
22
19
  async getEntity(graphId) {
23
- const response = await (0, sdk_gen_1.getLedgerEntity)({
24
- path: { graph_id: graphId },
25
- });
26
- if (response.response.status === 404)
27
- return null;
28
- if (response.error) {
29
- throw new Error(`Get entity failed: ${JSON.stringify(response.error)}`);
30
- }
31
- const data = response.data;
32
- return {
33
- id: data.id,
34
- name: data.name,
35
- legalName: data.legal_name ?? null,
36
- entityType: data.entity_type ?? null,
37
- industry: data.industry ?? null,
38
- status: data.status ?? null,
39
- };
20
+ return this.gqlQuery(graphId, graphql_1.GetLedgerEntityDocument, undefined, 'Get entity', (data) => data.entity);
21
+ }
22
+ /** List all entities for this graph, optionally filtered by source system. */
23
+ async listEntities(graphId, options) {
24
+ return this.gqlQuery(graphId, graphql_1.ListLedgerEntitiesDocument, { source: options?.source ?? null }, 'List entities', (data) => data.entities);
40
25
  }
41
- // ── Accounts (Chart of Accounts) ───────────────────────────────────
42
26
  /**
43
- * List accounts (flat).
27
+ * Update the entity for this graph. Only non-null fields are applied.
28
+ * Returns the updated entity.
44
29
  */
45
- async listAccounts(graphId) {
46
- const response = await (0, sdk_gen_1.listLedgerAccounts)({
30
+ async updateEntity(graphId, updates) {
31
+ const envelope = await this.callOperation('Update entity', (0, sdk_gen_1.opUpdateEntity)({
47
32
  path: { graph_id: graphId },
48
- });
49
- if (response.error) {
50
- throw new Error(`List accounts failed: ${JSON.stringify(response.error)}`);
51
- }
52
- return response.data;
33
+ body: updates,
34
+ }));
35
+ return envelope.result;
53
36
  }
54
- /**
55
- * Get the account tree (hierarchical).
56
- */
37
+ // ── Summary ────────────────────────────────────────────────────────
38
+ /** Ledger rollup counts + QB sync metadata. */
39
+ async getSummary(graphId) {
40
+ return this.gqlQuery(graphId, graphql_1.GetLedgerSummaryDocument, undefined, 'Get summary', (data) => data.summary);
41
+ }
42
+ // ── Accounts (Chart of Accounts) ───────────────────────────────────
43
+ /** List CoA accounts with optional filters and pagination. */
44
+ async listAccounts(graphId, options) {
45
+ return this.gqlQuery(graphId, graphql_1.ListLedgerAccountsDocument, {
46
+ classification: options?.classification ?? null,
47
+ isActive: options?.isActive ?? null,
48
+ limit: options?.limit ?? 100,
49
+ offset: options?.offset ?? 0,
50
+ }, 'List accounts', (data) => data.accounts);
51
+ }
52
+ /** Hierarchical Chart of Accounts (up to 4 levels deep). */
57
53
  async getAccountTree(graphId) {
58
- const response = await (0, sdk_gen_1.getLedgerAccountTree)({
59
- path: { graph_id: graphId },
60
- });
61
- if (response.error) {
62
- throw new Error(`Get account tree failed: ${JSON.stringify(response.error)}`);
63
- }
64
- return response.data;
54
+ return this.gqlQuery(graphId, graphql_1.GetLedgerAccountTreeDocument, undefined, 'Get account tree', (data) => data.accountTree);
55
+ }
56
+ /** Accounts rolled up to reporting concepts via a mapping structure. */
57
+ async getAccountRollups(graphId, options) {
58
+ return this.gqlQuery(graphId, graphql_1.GetLedgerAccountRollupsDocument, {
59
+ mappingId: options?.mappingId ?? null,
60
+ startDate: options?.startDate ?? null,
61
+ endDate: options?.endDate ?? null,
62
+ }, 'Get account rollups', (data) => data.accountRollups);
65
63
  }
66
64
  // ── Transactions ────────────────────────────────────────────────────
67
- /**
68
- * List transactions with optional date filters.
69
- */
65
+ /** List transactions with optional type + date filters and pagination. */
70
66
  async listTransactions(graphId, options) {
71
- const response = await (0, sdk_gen_1.listLedgerTransactions)({
72
- path: { graph_id: graphId },
73
- query: {
74
- start_date: options?.startDate,
75
- end_date: options?.endDate,
76
- limit: options?.limit,
77
- offset: options?.offset,
78
- },
79
- });
80
- if (response.error) {
81
- throw new Error(`List transactions failed: ${JSON.stringify(response.error)}`);
82
- }
83
- return response.data;
84
- }
85
- /**
86
- * Get transaction detail with entries and line items.
87
- */
67
+ return this.gqlQuery(graphId, graphql_1.ListLedgerTransactionsDocument, {
68
+ type: options?.type ?? null,
69
+ startDate: options?.startDate ?? null,
70
+ endDate: options?.endDate ?? null,
71
+ limit: options?.limit ?? 100,
72
+ offset: options?.offset ?? 0,
73
+ }, 'List transactions', (data) => data.transactions);
74
+ }
75
+ /** Get transaction detail with entries + line items. */
88
76
  async getTransaction(graphId, transactionId) {
89
- const response = await (0, sdk_gen_1.getLedgerTransaction)({
90
- path: { graph_id: graphId, transaction_id: transactionId },
91
- });
92
- if (response.error) {
93
- throw new Error(`Get transaction failed: ${JSON.stringify(response.error)}`);
94
- }
95
- return response.data;
77
+ return this.gqlQuery(graphId, graphql_1.GetLedgerTransactionDocument, { transactionId }, 'Get transaction', (data) => data.transaction);
96
78
  }
97
79
  // ── Trial Balance ──────────────────────────────────────────────────
98
- /**
99
- * Get trial balance (CoA-level debits/credits).
100
- */
80
+ /** Trial balance by raw CoA account. */
101
81
  async getTrialBalance(graphId, options) {
102
- const response = await (0, sdk_gen_1.getLedgerTrialBalance)({
103
- path: { graph_id: graphId },
104
- query: {
105
- start_date: options?.startDate,
106
- end_date: options?.endDate,
107
- },
108
- });
109
- if (response.error) {
110
- throw new Error(`Get trial balance failed: ${JSON.stringify(response.error)}`);
111
- }
112
- return response.data;
113
- }
114
- /**
115
- * Get mapped trial balance (CoA rolled up to GAAP concepts).
116
- */
117
- async getMappedTrialBalance(graphId, options) {
118
- const response = await (0, sdk_gen_1.getMappedTrialBalance)({
119
- path: { graph_id: graphId },
120
- query: {
121
- mapping_id: options?.mappingId,
122
- start_date: options?.startDate,
123
- end_date: options?.endDate,
124
- },
125
- });
126
- if (response.error) {
127
- throw new Error(`Get mapped trial balance failed: ${JSON.stringify(response.error)}`);
128
- }
129
- return response.data;
130
- }
131
- // ── Summary ────────────────────────────────────────────────────────
132
- /**
133
- * Get ledger summary (account count, transaction count, date range).
134
- */
135
- async getSummary(graphId) {
136
- const response = await (0, sdk_gen_1.getLedgerSummary)({
137
- path: { graph_id: graphId },
138
- });
139
- if (response.error) {
140
- throw new Error(`Get summary failed: ${JSON.stringify(response.error)}`);
141
- }
142
- return response.data;
82
+ return this.gqlQuery(graphId, graphql_1.GetLedgerTrialBalanceDocument, {
83
+ startDate: options?.startDate ?? null,
84
+ endDate: options?.endDate ?? null,
85
+ }, 'Get trial balance', (data) => data.trialBalance);
86
+ }
87
+ /** Trial balance rolled up to GAAP reporting concepts via a mapping. */
88
+ async getMappedTrialBalance(graphId, mappingId, options) {
89
+ return this.gqlQuery(graphId, graphql_1.GetLedgerMappedTrialBalanceDocument, {
90
+ mappingId,
91
+ startDate: options?.startDate ?? null,
92
+ endDate: options?.endDate ?? null,
93
+ }, 'Get mapped trial balance', (data) => data.mappedTrialBalance);
143
94
  }
144
95
  // ── Taxonomy ────────────────────────────────────────────────────────
145
- /**
146
- * Get the reporting taxonomy (US GAAP seed).
147
- */
96
+ /** Get the locked US GAAP reporting taxonomy for this graph. */
148
97
  async getReportingTaxonomy(graphId) {
149
- const response = await (0, sdk_gen_1.getReportingTaxonomy)({
150
- path: { graph_id: graphId },
151
- });
152
- if (response.error) {
153
- throw new Error(`Get reporting taxonomy failed: ${JSON.stringify(response.error)}`);
154
- }
155
- return response.data;
98
+ return this.gqlQuery(graphId, graphql_1.GetLedgerReportingTaxonomyDocument, undefined, 'Get reporting taxonomy', (data) => data.reportingTaxonomy);
156
99
  }
157
- /**
158
- * List reporting structures (IS, BS, CF) for a taxonomy.
159
- */
160
- async listStructures(graphId, taxonomyId) {
161
- const response = await (0, sdk_gen_1.listStructures)({
162
- path: { graph_id: graphId },
163
- query: taxonomyId ? { taxonomy_id: taxonomyId } : undefined,
164
- });
165
- if (response.error) {
166
- throw new Error(`List structures failed: ${JSON.stringify(response.error)}`);
167
- }
168
- const data = response.data;
169
- return (data.structures ?? []).map((s) => ({
170
- id: s.id,
171
- name: s.name,
172
- structureType: s.structure_type,
173
- }));
100
+ /** List active taxonomies with optional type filter. */
101
+ async listTaxonomies(graphId, options) {
102
+ const list = await this.gqlQuery(graphId, graphql_1.ListLedgerTaxonomiesDocument, { taxonomyType: options?.taxonomyType ?? null }, 'List taxonomies', (data) => data.taxonomies);
103
+ return list?.taxonomies ?? [];
174
104
  }
175
- /**
176
- * List elements (CoA accounts, GAAP concepts, etc.).
177
- */
105
+ /** Create a new taxonomy (used for CoA + mapping taxonomies). */
106
+ async createTaxonomy(graphId, body) {
107
+ const envelope = await this.callOperation('Create taxonomy', (0, sdk_gen_1.opCreateTaxonomy)({ path: { graph_id: graphId }, body }));
108
+ return (envelope.result ?? {});
109
+ }
110
+ /** List elements (CoA accounts, GAAP concepts, etc.) with filters. */
178
111
  async listElements(graphId, options) {
179
- const response = await (0, sdk_gen_1.listElements)({
180
- path: { graph_id: graphId },
181
- query: {
182
- taxonomy_id: options?.taxonomyId,
183
- source: options?.source,
184
- classification: options?.classification,
185
- is_abstract: options?.isAbstract,
186
- limit: options?.limit,
187
- offset: options?.offset,
188
- },
189
- });
190
- if (response.error) {
191
- throw new Error(`List elements failed: ${JSON.stringify(response.error)}`);
192
- }
193
- return response.data;
112
+ return this.gqlQuery(graphId, graphql_1.ListLedgerElementsDocument, {
113
+ taxonomyId: options?.taxonomyId ?? null,
114
+ source: options?.source ?? null,
115
+ classification: options?.classification ?? null,
116
+ isAbstract: options?.isAbstract ?? null,
117
+ limit: options?.limit ?? 100,
118
+ offset: options?.offset ?? 0,
119
+ }, 'List elements', (data) => data.elements);
120
+ }
121
+ /** CoA elements not yet mapped to a reporting concept. */
122
+ async listUnmappedElements(graphId, options) {
123
+ return this.gqlQuery(graphId, graphql_1.ListLedgerUnmappedElementsDocument, { mappingId: options?.mappingId ?? null }, 'List unmapped elements', (data) => data.unmappedElements);
124
+ }
125
+ // ── Structures ──────────────────────────────────────────────────────
126
+ /** List reporting structures (IS, BS, CF, schedules) with optional filters. */
127
+ async listStructures(graphId, options) {
128
+ const list = await this.gqlQuery(graphId, graphql_1.ListLedgerStructuresDocument, {
129
+ taxonomyId: options?.taxonomyId ?? null,
130
+ structureType: options?.structureType ?? null,
131
+ }, 'List structures', (data) => data.structures);
132
+ return list?.structures ?? [];
133
+ }
134
+ /**
135
+ * Create a new structure. Most common use is a CoA→reporting mapping
136
+ * structure; also used for custom statement + schedule structures.
137
+ */
138
+ async createStructure(graphId, body) {
139
+ const envelope = await this.callOperation('Create structure', (0, sdk_gen_1.opCreateStructure)({ path: { graph_id: graphId }, body }));
140
+ return envelope.result;
194
141
  }
195
142
  // ── Mappings ────────────────────────────────────────────────────────
196
- /**
197
- * Create a new CoA→GAAP mapping structure.
198
- * Returns the created mapping info.
199
- */
200
- async createMappingStructure(graphId, options) {
201
- const response = await (0, sdk_gen_1.createStructure)({
202
- path: { graph_id: graphId },
203
- body: {
204
- name: options?.name ?? 'CoA to Reporting',
205
- description: options?.description ?? 'Map Chart of Accounts to US GAAP reporting concepts',
206
- structure_type: 'coa_mapping',
207
- taxonomy_id: options?.taxonomyId ?? 'tax_usgaap_reporting',
208
- },
209
- });
210
- if (response.error) {
211
- throw new Error(`Create mapping structure failed: ${JSON.stringify(response.error)}`);
212
- }
213
- const data = response.data;
214
- return {
215
- id: data.id,
216
- name: data.name,
217
- description: data.description ?? null,
218
- structureType: data.structure_type,
219
- taxonomyId: data.taxonomy_id,
220
- isActive: data.is_active ?? true,
221
- };
222
- }
223
- /**
224
- * List available CoA→GAAP mapping structures.
225
- */
143
+ /** List active CoA→reporting mapping structures. */
226
144
  async listMappings(graphId) {
227
- const response = await (0, sdk_gen_1.listMappings)({
228
- path: { graph_id: graphId },
229
- });
230
- if (response.error) {
231
- throw new Error(`List mappings failed: ${JSON.stringify(response.error)}`);
232
- }
233
- const data = response.data;
234
- return (data.structures ?? []).map((s) => ({
235
- id: s.id,
236
- name: s.name,
237
- description: s.description ?? null,
238
- structureType: s.structure_type,
239
- taxonomyId: s.taxonomy_id,
240
- isActive: s.is_active ?? true,
241
- }));
145
+ const list = await this.gqlQuery(graphId, graphql_1.ListLedgerMappingsDocument, undefined, 'List mappings', (data) => data.mappings);
146
+ return list?.structures ?? [];
242
147
  }
243
- /**
244
- * Get mapping detail — all associations with element names.
245
- */
246
- async getMappingDetail(graphId, mappingId) {
247
- const response = await (0, sdk_gen_1.getMappingDetail)({
248
- path: { graph_id: graphId, mapping_id: mappingId },
249
- });
250
- if (response.error) {
251
- throw new Error(`Get mapping detail failed: ${JSON.stringify(response.error)}`);
252
- }
253
- return response.data;
148
+ /** Get a mapping structure with all its associations. */
149
+ async getMapping(graphId, mappingId) {
150
+ return this.gqlQuery(graphId, graphql_1.GetLedgerMappingDocument, { mappingId }, 'Get mapping', (data) => data.mapping);
254
151
  }
255
- /**
256
- * Get mapping coverage — how many CoA elements are mapped.
257
- */
152
+ /** Mapping coverage stats — how many CoA elements are mapped. */
258
153
  async getMappingCoverage(graphId, mappingId) {
259
- const response = await (0, sdk_gen_1.getMappingCoverage)({
260
- path: { graph_id: graphId, mapping_id: mappingId },
261
- });
262
- if (response.error) {
263
- throw new Error(`Get mapping coverage failed: ${JSON.stringify(response.error)}`);
264
- }
265
- const data = response.data;
266
- return {
267
- totalCoaElements: data.total_coa_elements ?? 0,
268
- mappedCount: data.mapped_count ?? 0,
269
- unmappedCount: data.unmapped_count ?? 0,
270
- coveragePercent: data.coverage_percent ?? 0,
271
- highConfidence: data.high_confidence ?? 0,
272
- mediumConfidence: data.medium_confidence ?? 0,
273
- lowConfidence: data.low_confidence ?? 0,
274
- };
154
+ return this.gqlQuery(graphId, graphql_1.GetLedgerMappingCoverageDocument, { mappingId }, 'Get mapping coverage', (data) => data.mappingCoverage);
275
155
  }
276
- /**
277
- * Create a manual mapping association (CoA element → GAAP element).
278
- */
279
- async createMapping(graphId, mappingId, fromElementId, toElementId, confidence) {
280
- const response = await (0, sdk_gen_1.createMappingAssociation)({
281
- path: { graph_id: graphId, mapping_id: mappingId },
282
- body: {
283
- from_element_id: fromElementId,
284
- to_element_id: toElementId,
285
- confidence: confidence ?? 1.0,
286
- },
287
- });
288
- if (response.error) {
289
- throw new Error(`Create mapping failed: ${JSON.stringify(response.error)}`);
290
- }
156
+ /** Create a manual mapping association between two elements. */
157
+ async createMappingAssociation(graphId, body) {
158
+ const envelope = await this.callOperation('Create mapping association', (0, sdk_gen_1.opCreateMappingAssociation)({ path: { graph_id: graphId }, body }));
159
+ return (envelope.result ?? {});
291
160
  }
292
- /**
293
- * Delete a mapping association.
294
- */
295
- async deleteMapping(graphId, mappingId, associationId) {
296
- const response = await (0, sdk_gen_1.deleteMappingAssociation)({
297
- path: { graph_id: graphId, mapping_id: mappingId, association_id: associationId },
298
- });
299
- if (response.error) {
300
- throw new Error(`Delete mapping failed: ${JSON.stringify(response.error)}`);
301
- }
161
+ /** Delete a mapping association. */
162
+ async deleteMappingAssociation(graphId, body) {
163
+ const envelope = await this.callOperation('Delete mapping association', (0, sdk_gen_1.opDeleteMappingAssociation)({ path: { graph_id: graphId }, body }));
164
+ return (envelope.result ?? { deleted: true });
302
165
  }
303
166
  /**
304
- * Trigger AI auto-mapping (MappingAgent).
305
- * Returns immediately — the agent runs in the background.
167
+ * Trigger the AI MappingAgent. Returns the operation id — async; the
168
+ * agent runs in the background. Consumers can subscribe to progress
169
+ * via `/v1/operations/{operationId}/stream`.
306
170
  */
307
- async autoMap(graphId, mappingId) {
308
- const response = await (0, sdk_gen_1.autoMapElements)({
309
- path: { graph_id: graphId, mapping_id: mappingId },
310
- });
311
- if (response.error) {
312
- throw new Error(`Auto-map failed: ${JSON.stringify(response.error)}`);
313
- }
314
- const data = response.data;
315
- return {
316
- operationId: data?.operation_id,
317
- };
171
+ async autoMapElements(graphId, body) {
172
+ const envelope = await this.callOperation('Auto-map elements', (0, sdk_gen_1.opAutoMapElements)({ path: { graph_id: graphId }, body }));
173
+ return { operationId: envelope.operationId, status: envelope.status };
318
174
  }
319
175
  // ── Schedules ──────────────────────────────────────────────────────
320
- /**
321
- * Create a schedule with pre-generated monthly facts.
322
- */
176
+ /** List all schedule structures with metadata. */
177
+ async listSchedules(graphId) {
178
+ const list = await this.gqlQuery(graphId, graphql_1.ListLedgerSchedulesDocument, undefined, 'List schedules', (data) => data.schedules);
179
+ return list?.schedules ?? [];
180
+ }
181
+ /** Schedule facts optionally filtered by period window. */
182
+ async getScheduleFacts(graphId, structureId, options) {
183
+ const facts = await this.gqlQuery(graphId, graphql_1.GetLedgerScheduleFactsDocument, {
184
+ structureId,
185
+ periodStart: options?.periodStart ?? null,
186
+ periodEnd: options?.periodEnd ?? null,
187
+ }, 'Get schedule facts', (data) => data.scheduleFacts);
188
+ return facts?.facts ?? [];
189
+ }
190
+ /** Create a new schedule with pre-generated monthly facts. */
323
191
  async createSchedule(graphId, options) {
324
192
  const body = {
325
193
  name: options.name,
@@ -344,159 +212,86 @@ class LedgerClient {
344
212
  }
345
213
  : undefined,
346
214
  };
347
- const response = await (0, sdk_gen_1.createSchedule)({
348
- path: { graph_id: graphId },
349
- body,
350
- });
351
- if (response.error) {
352
- throw new Error(`Create schedule failed: ${JSON.stringify(response.error)}`);
353
- }
354
- const data = response.data;
215
+ const envelope = await this.callOperation('Create schedule', (0, sdk_gen_1.opCreateSchedule)({ path: { graph_id: graphId }, body }));
216
+ const raw = envelope.result;
355
217
  return {
356
- structureId: data.structure_id,
357
- name: data.name,
358
- taxonomyId: data.taxonomy_id,
359
- totalPeriods: data.total_periods,
360
- totalFacts: data.total_facts,
218
+ structureId: raw.structure_id,
219
+ name: raw.name,
220
+ taxonomyId: raw.taxonomy_id,
221
+ totalPeriods: raw.total_periods,
222
+ totalFacts: raw.total_facts,
361
223
  };
362
224
  }
363
- /**
364
- * List all schedules for a graph.
365
- */
366
- async listSchedules(graphId) {
367
- const response = await (0, sdk_gen_1.listSchedules)({
368
- path: { graph_id: graphId },
369
- });
370
- if (response.error) {
371
- throw new Error(`List schedules failed: ${JSON.stringify(response.error)}`);
372
- }
373
- const data = response.data;
374
- return (data.schedules ?? []).map((s) => ({
375
- structureId: s.structure_id,
376
- name: s.name,
377
- taxonomyName: s.taxonomy_name,
378
- entryTemplate: s.entry_template ?? null,
379
- scheduleMetadata: s.schedule_metadata ?? null,
380
- totalPeriods: s.total_periods,
381
- periodsWithEntries: s.periods_with_entries,
382
- }));
383
- }
384
- /**
385
- * Get facts for a schedule, optionally filtered by period.
386
- */
387
- async getScheduleFacts(graphId, structureId, periodStart, periodEnd) {
388
- const response = await (0, sdk_gen_1.getScheduleFacts)({
389
- path: { graph_id: graphId, structure_id: structureId },
390
- query: {
391
- period_start: periodStart ?? null,
392
- period_end: periodEnd ?? null,
393
- },
394
- });
395
- if (response.error) {
396
- throw new Error(`Get schedule facts failed: ${JSON.stringify(response.error)}`);
397
- }
398
- const data = response.data;
399
- return (data.facts ?? []).map((f) => ({
400
- elementId: f.element_id,
401
- elementName: f.element_name,
402
- value: f.value,
403
- periodStart: f.period_start,
404
- periodEnd: f.period_end,
405
- }));
406
- }
407
- /**
408
- * Get close status for all schedules in a fiscal period.
409
- */
410
- async getPeriodCloseStatus(graphId, periodStart, periodEnd) {
411
- const response = await (0, sdk_gen_1.getPeriodCloseStatus)({
412
- path: { graph_id: graphId },
413
- query: { period_start: periodStart, period_end: periodEnd },
414
- });
415
- if (response.error) {
416
- throw new Error(`Get period close status failed: ${JSON.stringify(response.error)}`);
417
- }
418
- const data = response.data;
225
+ /** Truncate a schedule — end it early at `newEndDate`. */
226
+ async truncateSchedule(graphId, structureId, options) {
227
+ const body = {
228
+ structure_id: structureId,
229
+ new_end_date: options.newEndDate,
230
+ reason: options.reason,
231
+ };
232
+ const envelope = await this.callOperation('Truncate schedule', (0, sdk_gen_1.opTruncateSchedule)({ path: { graph_id: graphId }, body }));
233
+ const raw = envelope.result;
419
234
  return {
420
- fiscalPeriodStart: data.fiscal_period_start,
421
- fiscalPeriodEnd: data.fiscal_period_end,
422
- periodStatus: data.period_status,
423
- schedules: (data.schedules ?? []).map((s) => ({
424
- structureId: s.structure_id,
425
- structureName: s.structure_name,
426
- amount: s.amount,
427
- status: s.status,
428
- entryId: s.entry_id ?? null,
429
- })),
430
- totalDraft: data.total_draft,
431
- totalPosted: data.total_posted,
235
+ structureId: raw.structure_id,
236
+ newEndDate: raw.new_end_date,
237
+ factsDeleted: raw.facts_deleted,
238
+ reason: raw.reason,
432
239
  };
433
240
  }
241
+ // ── Period close ────────────────────────────────────────────────────
242
+ /** Close status for all schedules in a fiscal period. */
243
+ async getPeriodCloseStatus(graphId, periodStart, periodEnd) {
244
+ return this.gqlQuery(graphId, graphql_1.GetLedgerPeriodCloseStatusDocument, { periodStart, periodEnd }, 'Get period close status', (data) => data.periodCloseStatus);
245
+ }
246
+ /** All draft entries in a period, fully expanded for review pre-close. */
247
+ async listPeriodDrafts(graphId, period) {
248
+ return this.gqlQuery(graphId, graphql_1.GetLedgerPeriodDraftsDocument, { period }, 'List period drafts', (data) => data.periodDrafts);
249
+ }
434
250
  /**
435
- * Idempotently create (or refresh) a draft closing entry from a schedule's
436
- * facts for a period. The `outcome` field describes what actually happened:
437
- *
438
- * - `created` — new draft
439
- * - `unchanged` — existing draft still matches the schedule; no-op
440
- * - `regenerated` — existing draft was stale; replaced
441
- * - `removed` — schedule no longer covers this period; stale draft deleted
442
- * - `skipped` — no existing draft and no in-scope fact; nothing to do
251
+ * Idempotently create (or refresh) a draft closing entry from a
252
+ * schedule for a period. See `ClosingEntryOutcome` for semantics.
443
253
  */
444
254
  async createClosingEntry(graphId, structureId, postingDate, periodStart, periodEnd, memo) {
445
255
  const body = {
256
+ structure_id: structureId,
446
257
  posting_date: postingDate,
447
258
  period_start: periodStart,
448
259
  period_end: periodEnd,
449
260
  memo: memo ?? undefined,
450
261
  };
451
- const response = await (0, sdk_gen_1.createClosingEntry)({
452
- path: { graph_id: graphId, structure_id: structureId },
453
- body,
454
- });
455
- if (response.error) {
456
- throw new Error(`Create closing entry failed: ${JSON.stringify(response.error)}`);
457
- }
458
- const data = response.data;
459
- return toClosingEntry(data);
262
+ const envelope = await this.callOperation('Create closing entry', (0, sdk_gen_1.opCreateClosingEntry)({ path: { graph_id: graphId }, body }));
263
+ return rawToClosingEntry(envelope.result);
460
264
  }
461
- // ── Closing Book ─────────────────────────────────────────────────────
462
265
  /**
463
- * Get all closing book structure categories for the sidebar.
464
- * Returns statements, account rollups, schedules, trial balance,
465
- * and period close grouped into categories.
266
+ * Create a manual balanced closing entry (not tied to a schedule).
267
+ * Used for disposals, adjustments, and one-off closing events.
466
268
  */
269
+ async createManualClosingEntry(graphId, options) {
270
+ const body = {
271
+ posting_date: options.postingDate,
272
+ memo: options.memo,
273
+ entry_type: options.entryType,
274
+ line_items: options.lineItems.map((li) => ({
275
+ element_id: li.elementId,
276
+ debit_amount: li.debitAmount ?? 0,
277
+ credit_amount: li.creditAmount ?? 0,
278
+ description: li.description ?? null,
279
+ })),
280
+ };
281
+ const envelope = await this.callOperation('Create manual closing entry', (0, sdk_gen_1.opCreateManualClosingEntry)({ path: { graph_id: graphId }, body }));
282
+ return rawToClosingEntry(envelope.result);
283
+ }
284
+ // ── Closing book ───────────────────────────────────────────────────
285
+ /** Grouped closing book structures for the close-screen sidebar. */
467
286
  async getClosingBookStructures(graphId) {
468
- const response = await (0, sdk_gen_1.getClosingBookStructures)({
469
- path: { graph_id: graphId },
470
- });
471
- if (response.error) {
472
- throw new Error(`Get closing book structures failed: ${JSON.stringify(response.error)}`);
473
- }
474
- return response.data;
287
+ return this.gqlQuery(graphId, graphql_1.GetLedgerClosingBookStructuresDocument, undefined, 'Get closing book structures', (data) => data.closingBookStructures);
475
288
  }
476
- /**
477
- * Get account rollupsCoA accounts grouped by reporting element with balances.
478
- * Shows how company-specific accounts roll up to standardized reporting lines.
479
- */
480
- async getAccountRollups(graphId, options) {
481
- const response = await (0, sdk_gen_1.getAccountRollups)({
482
- path: { graph_id: graphId },
483
- query: {
484
- mapping_id: options?.mappingId,
485
- start_date: options?.startDate,
486
- end_date: options?.endDate,
487
- },
488
- });
489
- if (response.error) {
490
- throw new Error(`Get account rollups failed: ${JSON.stringify(response.error)}`);
491
- }
492
- return response.data;
289
+ // ── Fiscal Calendar ────────────────────────────────────────────────
290
+ /** Current fiscal calendar state pointers, gap, closeable status. */
291
+ async getFiscalCalendar(graphId) {
292
+ return this.gqlQuery(graphId, graphql_1.GetLedgerFiscalCalendarDocument, undefined, 'Get fiscal calendar', (data) => data.fiscalCalendar);
493
293
  }
494
- // ── Fiscal Calendar ─────────────────────────────────────────────────
495
- /**
496
- * Initialize the fiscal calendar for a graph. Creates FiscalPeriod rows
497
- * for the data window, sets `closed_through` / `close_target`, and emits
498
- * an `initialized` audit event. Fails with 409 if already initialized.
499
- */
294
+ /** One-time ledger initialization — seed fiscal calendar + periods. */
500
295
  async initializeLedger(graphId, options) {
501
296
  const body = {
502
297
  closed_through: options?.closedThrough ?? null,
@@ -505,202 +300,88 @@ class LedgerClient {
505
300
  auto_seed_schedules: options?.autoSeedSchedules,
506
301
  note: options?.note ?? null,
507
302
  };
508
- const response = await (0, sdk_gen_1.initializeLedger)({
509
- path: { graph_id: graphId },
510
- body,
511
- });
512
- if (response.error) {
513
- throw new Error(`Initialize ledger failed: ${JSON.stringify(response.error)}`);
514
- }
515
- const data = response.data;
303
+ const envelope = await this.callOperation('Initialize ledger', (0, sdk_gen_1.opInitializeLedger)({ path: { graph_id: graphId }, body }));
304
+ const raw = envelope.result;
516
305
  return {
517
- fiscalCalendar: toFiscalCalendarState(data.fiscal_calendar),
518
- periodsCreated: data.periods_created ?? 0,
519
- warnings: data.warnings ?? [],
306
+ fiscalCalendar: rawFiscalCalendarToCamel(raw.fiscal_calendar),
307
+ periodsCreated: raw.periods_created ?? 0,
308
+ warnings: raw.warnings ?? [],
520
309
  };
521
310
  }
522
- /**
523
- * Get the current fiscal calendar state — pointers, gap, closeable status.
524
- */
525
- async getFiscalCalendar(graphId) {
526
- const response = await (0, sdk_gen_1.getFiscalCalendar)({
527
- path: { graph_id: graphId },
528
- });
529
- if (response.error) {
530
- throw new Error(`Get fiscal calendar failed: ${JSON.stringify(response.error)}`);
531
- }
532
- return toFiscalCalendarState(response.data);
533
- }
534
- /**
535
- * Set the close target for a graph. Validates that the target is not in
536
- * the future and not before `closed_through`.
537
- */
311
+ /** Set the user-controlled close target (YYYY-MM). */
538
312
  async setCloseTarget(graphId, period, note) {
539
- const body = {
540
- period,
541
- note: note ?? null,
542
- };
543
- const response = await (0, sdk_gen_1.setCloseTarget)({
544
- path: { graph_id: graphId },
545
- body,
546
- });
547
- if (response.error) {
548
- throw new Error(`Set close target failed: ${JSON.stringify(response.error)}`);
549
- }
550
- return toFiscalCalendarState(response.data);
313
+ const body = { period, note: note ?? null };
314
+ const envelope = await this.callOperation('Set close target', (0, sdk_gen_1.opSetCloseTarget)({ path: { graph_id: graphId }, body }));
315
+ return rawFiscalCalendarToCamel(envelope.result);
551
316
  }
552
- /**
553
- * Close a fiscal period — the final commit action.
554
- *
555
- * Validates closeable gates, transitions all draft entries in the period
556
- * to `posted`, marks the FiscalPeriod closed, and advances `closed_through`
557
- * (auto-advancing `close_target` when reached).
558
- */
317
+ /** Close a fiscal period — the final commit action. */
559
318
  async closePeriod(graphId, period, options) {
560
319
  const body = {
320
+ period,
561
321
  note: options?.note ?? null,
562
322
  allow_stale_sync: options?.allowStaleSync,
563
323
  };
564
- const response = await (0, sdk_gen_1.closeFiscalPeriod)({
565
- path: { graph_id: graphId, period },
566
- body,
567
- });
568
- if (response.error) {
569
- throw new Error(`Close period failed: ${JSON.stringify(response.error)}`);
570
- }
571
- const data = response.data;
324
+ const envelope = await this.callOperation('Close period', (0, sdk_gen_1.opClosePeriod)({ path: { graph_id: graphId }, body }));
325
+ const raw = envelope.result;
572
326
  return {
573
- period: data.period,
574
- entriesPosted: data.entries_posted ?? 0,
575
- targetAutoAdvanced: data.target_auto_advanced ?? false,
576
- fiscalCalendar: toFiscalCalendarState(data.fiscal_calendar),
327
+ period: raw.period,
328
+ entriesPosted: raw.entries_posted ?? 0,
329
+ targetAutoAdvanced: raw.target_auto_advanced ?? false,
330
+ fiscalCalendar: rawFiscalCalendarToCamel(raw.fiscal_calendar),
577
331
  };
578
332
  }
579
- /**
580
- * Reopen a closed fiscal period. Requires a non-empty `reason` for the
581
- * audit log. Posted entries stay posted; the period transitions to
582
- * `closing` so the user can post adjustments and re-close.
583
- */
333
+ /** Reopen a closed fiscal period. Requires a reason for the audit log. */
584
334
  async reopenPeriod(graphId, period, reason, note) {
585
335
  const body = {
336
+ period,
586
337
  reason,
587
338
  note: note ?? null,
588
339
  };
589
- const response = await (0, sdk_gen_1.reopenFiscalPeriod)({
590
- path: { graph_id: graphId, period },
591
- body,
592
- });
593
- if (response.error) {
594
- throw new Error(`Reopen period failed: ${JSON.stringify(response.error)}`);
595
- }
596
- return toFiscalCalendarState(response.data);
340
+ const envelope = await this.callOperation('Reopen period', (0, sdk_gen_1.opReopenPeriod)({ path: { graph_id: graphId }, body }));
341
+ return rawFiscalCalendarToCamel(envelope.result);
597
342
  }
343
+ // Reports, statements, and publish lists live on `ReportClient`.
344
+ // ── Internal helpers ────────────────────────────────────────────────
598
345
  /**
599
- * List all draft entries in a fiscal period for review before close.
600
- * Fully expanded with line items, element metadata, and per-entry balance.
601
- *
602
- * Pure read — call repeatedly without side effects.
346
+ * Run a typed GraphQL query against the per-graph endpoint and
347
+ * translate ClientError into a readable facade error.
603
348
  */
604
- async listPeriodDrafts(graphId, period) {
605
- const response = await (0, sdk_gen_1.listPeriodDrafts)({
606
- path: { graph_id: graphId, period },
607
- });
608
- if (response.error) {
609
- throw new Error(`List period drafts failed: ${JSON.stringify(response.error)}`);
349
+ async gqlQuery(graphId, document, variables, label, pick) {
350
+ try {
351
+ const client = this.gql.get(graphId);
352
+ // eslint-disable-next-line @typescript-eslint/no-explicit-any
353
+ const raw = client.request;
354
+ // graphql-request's overloads don't cleanly resolve for generic
355
+ // helpers wrapping codegen's `Exact<>` var types, so we bypass
356
+ // the typed overload with a narrow cast of `request` itself.
357
+ const data = (await raw.call(client, document, variables));
358
+ return pick(data);
610
359
  }
611
- const data = response.data;
612
- return {
613
- period: data.period,
614
- periodStart: data.period_start,
615
- periodEnd: data.period_end,
616
- draftCount: data.draft_count,
617
- totalDebit: data.total_debit,
618
- totalCredit: data.total_credit,
619
- allBalanced: data.all_balanced,
620
- drafts: (data.drafts ?? []).map((d) => ({
621
- entryId: d.entry_id,
622
- postingDate: d.posting_date,
623
- type: d.type,
624
- memo: d.memo ?? null,
625
- provenance: d.provenance ?? null,
626
- sourceStructureId: d.source_structure_id ?? null,
627
- sourceStructureName: d.source_structure_name ?? null,
628
- lineItems: d.line_items.map((li) => ({
629
- lineItemId: li.line_item_id,
630
- elementId: li.element_id,
631
- elementCode: li.element_code ?? null,
632
- elementName: li.element_name,
633
- debitAmount: li.debit_amount,
634
- creditAmount: li.credit_amount,
635
- description: li.description ?? null,
636
- })),
637
- totalDebit: d.total_debit,
638
- totalCredit: d.total_credit,
639
- balanced: d.balanced,
640
- })),
641
- };
642
- }
643
- // ── Schedule mutations ──────────────────────────────────────────────
644
- /**
645
- * Truncate a schedule — end it early by deleting facts with
646
- * `period_start > new_end_date`, along with any stale draft entries they
647
- * produced. Historical posted facts are preserved.
648
- *
649
- * `new_end_date` must be a month-end date (service enforces this).
650
- */
651
- async truncateSchedule(graphId, structureId, options) {
652
- const body = {
653
- new_end_date: options.newEndDate,
654
- reason: options.reason,
655
- };
656
- const response = await (0, sdk_gen_1.truncateSchedule)({
657
- path: { graph_id: graphId, structure_id: structureId },
658
- body,
659
- });
660
- if (response.error) {
661
- throw new Error(`Truncate schedule failed: ${JSON.stringify(response.error)}`);
360
+ catch (err) {
361
+ if (err instanceof graphql_request_1.ClientError) {
362
+ throw new Error(`${label} failed: ${JSON.stringify(err.response.errors ?? err.message)}`);
363
+ }
364
+ throw err;
662
365
  }
663
- const data = response.data;
664
- return {
665
- structureId: data.structure_id,
666
- newEndDate: data.new_end_date,
667
- factsDeleted: data.facts_deleted,
668
- reason: data.reason,
669
- };
670
366
  }
671
367
  /**
672
- * Create a manual draft closing entry with arbitrary balanced line items.
673
- * Not tied to a schedule used for disposals, adjustments, and other
674
- * one-off closing events.
675
- *
676
- * Line items must sum to balanced debits/credits. Rejects entries
677
- * targeting an already-closed period.
368
+ * Await an SDK-generated `opXxx(...)` call, throw a readable error on
369
+ * non-2xx, and return the `OperationEnvelope` on success.
678
370
  */
679
- async createManualClosingEntry(graphId, options) {
680
- const body = {
681
- posting_date: options.postingDate,
682
- memo: options.memo,
683
- entry_type: options.entryType,
684
- line_items: options.lineItems.map((li) => ({
685
- element_id: li.elementId,
686
- debit_amount: li.debitAmount ?? 0,
687
- credit_amount: li.creditAmount ?? 0,
688
- description: li.description ?? null,
689
- })),
690
- };
691
- const response = await (0, sdk_gen_1.createManualClosingEntry)({
692
- path: { graph_id: graphId },
693
- body,
694
- });
695
- if (response.error) {
696
- throw new Error(`Create manual closing entry failed: ${JSON.stringify(response.error)}`);
371
+ async callOperation(label, call) {
372
+ const response = await call;
373
+ if (response.error !== undefined) {
374
+ throw new Error(`${label} failed: ${JSON.stringify(response.error)}`);
375
+ }
376
+ if (response.data === undefined) {
377
+ throw new Error(`${label} failed: empty response`);
697
378
  }
698
- return toClosingEntry(response.data);
379
+ return response.data;
699
380
  }
700
381
  }
701
382
  exports.LedgerClient = LedgerClient;
702
- // ── Internal helpers ──────────────────────────────────────────────────
703
- function toClosingEntry(data) {
383
+ // ── Module-private conversion helpers ─────────────────────────────────
384
+ function rawToClosingEntry(data) {
704
385
  return {
705
386
  outcome: data.outcome,
706
387
  entryId: data.entry_id ?? null,
@@ -713,20 +394,20 @@ function toClosingEntry(data) {
713
394
  reason: data.reason ?? null,
714
395
  };
715
396
  }
716
- function toFiscalCalendarState(data) {
397
+ function rawFiscalCalendarToCamel(raw) {
717
398
  return {
718
- graphId: data.graph_id,
719
- fiscalYearStartMonth: data.fiscal_year_start_month,
720
- closedThrough: data.closed_through ?? null,
721
- closeTarget: data.close_target ?? null,
722
- gapPeriods: data.gap_periods ?? 0,
723
- catchUpSequence: data.catch_up_sequence ?? [],
724
- closeableNow: data.closeable_now ?? false,
725
- blockers: data.blockers ?? [],
726
- lastCloseAt: data.last_close_at ?? null,
727
- initializedAt: data.initialized_at ?? null,
728
- lastSyncAt: data.last_sync_at ?? null,
729
- periods: (data.periods ?? []).map((p) => ({
399
+ graphId: raw.graph_id,
400
+ fiscalYearStartMonth: raw.fiscal_year_start_month,
401
+ closedThrough: raw.closed_through ?? null,
402
+ closeTarget: raw.close_target ?? null,
403
+ gapPeriods: raw.gap_periods ?? 0,
404
+ catchUpSequence: raw.catch_up_sequence ?? [],
405
+ closeableNow: raw.closeable_now ?? false,
406
+ blockers: raw.blockers ?? [],
407
+ lastCloseAt: raw.last_close_at ?? null,
408
+ initializedAt: raw.initialized_at ?? null,
409
+ lastSyncAt: raw.last_sync_at ?? null,
410
+ periods: (raw.periods ?? []).map((p) => ({
730
411
  name: p.name,
731
412
  startDate: p.start_date,
732
413
  endDate: p.end_date,