@robosystems/client 0.3.13 → 0.3.15

package/artifacts/graphql/queries/investor/portfolio_block.d.ts

@@ -0,0 +1,10 @@
+/**
+ * Portfolio Block — molecule envelope for a portfolio.
+ *
+ * Returns the portfolio plus its active positions, the underlying
+ * securities, and the owner / issuer entity references in a single
+ * read. `sourceGraphId` on `SecurityLite` and `EntityLite` is the
+ * cross-graph bridge that lets investor flows traverse to the
+ * issuer's RoboLedger graph.
+ */
+export declare const GET_PORTFOLIO_BLOCK: string;

package/artifacts/graphql/queries/investor/portfolio_block.js

@@ -0,0 +1,60 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.GET_PORTFOLIO_BLOCK = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Portfolio Block — molecule envelope for a portfolio.
+ *
+ * Returns the portfolio plus its active positions, the underlying
+ * securities, and the owner / issuer entity references in a single
+ * read. `sourceGraphId` on `SecurityLite` and `EntityLite` is the
+ * cross-graph bridge that lets investor flows traverse to the
+ * issuer's RoboLedger graph.
+ */
+exports.GET_PORTFOLIO_BLOCK = (0, graphql_request_1.gql) `
+  query GetInvestorPortfolioBlock($portfolioId: String!) {
+    portfolioBlock(portfolioId: $portfolioId) {
+      id
+      name
+      description
+      strategy
+      inceptionDate
+      baseCurrency
+      owner {
+        id
+        name
+        sourceGraphId
+      }
+      positions {
+        id
+        quantity
+        quantityType
+        costBasisDollars
+        currentValueDollars
+        valuationDate
+        valuationSource
+        acquisitionDate
+        status
+        notes
+        security {
+          id
+          name
+          securityType
+          securitySubtype
+          isActive
+          sourceGraphId
+          issuer {
+            id
+            name
+            sourceGraphId
+          }
+        }
+      }
+      totalCostBasisDollars
+      totalCurrentValueDollars
+      activePositionCount
+      createdAt
+      updatedAt
+    }
+  }
+`;

package/artifacts/graphql/queries/investor/portfolio_block.ts

@@ -0,0 +1,58 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Portfolio Block — molecule envelope for a portfolio.
+ *
+ * Returns the portfolio plus its active positions, the underlying
+ * securities, and the owner / issuer entity references in a single
+ * read. `sourceGraphId` on `SecurityLite` and `EntityLite` is the
+ * cross-graph bridge that lets investor flows traverse to the
+ * issuer's RoboLedger graph.
+ */
+export const GET_PORTFOLIO_BLOCK = gql`
+  query GetInvestorPortfolioBlock($portfolioId: String!) {
+    portfolioBlock(portfolioId: $portfolioId) {
+      id
+      name
+      description
+      strategy
+      inceptionDate
+      baseCurrency
+      owner {
+        id
+        name
+        sourceGraphId
+      }
+      positions {
+        id
+        quantity
+        quantityType
+        costBasisDollars
+        currentValueDollars
+        valuationDate
+        valuationSource
+        acquisitionDate
+        status
+        notes
+        security {
+          id
+          name
+          securityType
+          securitySubtype
+          isActive
+          sourceGraphId
+          issuer {
+            id
+            name
+            sourceGraphId
+          }
+        }
+      }
+      totalCostBasisDollars
+      totalCurrentValueDollars
+      activePositionCount
+      createdAt
+      updatedAt
+    }
+  }
+`

package/artifacts/graphql/queries/ledger/informationBlock.js

@@ -60,6 +60,61 @@ exports.GET_INFORMATION_BLOCK = (0, graphql_request_1.gql) `
         factScope
         factSetId
       }
+      rules {
+        id
+        ruleCategory
+        rulePattern
+        ruleExpression
+        ruleMessage
+        ruleSeverity
+        ruleOrigin
+      }
+      factSet {
+        id
+        structureId
+        periodStart
+        periodEnd
+        factsetType
+        entityId
+        reportId
+      }
+      verificationResults {
+        id
+        ruleId
+        structureId
+        factSetId
+        status
+        message
+        periodStart
+        periodEnd
+        evaluatedAt
+      }
+      view {
+        rendering {
+          rows {
+            elementId
+            elementQname
+            elementName
+            classification
+            balanceType
+            values
+            isSubtotal
+            depth
+          }
+          periods {
+            start
+            end
+            label
+          }
+          validation {
+            passed
+            checks
+            failures
+            warnings
+          }
+          unmappedCount
+        }
+      }
     }
   }
 `;
@@ -120,6 +175,61 @@ exports.LIST_INFORMATION_BLOCKS = (0, graphql_request_1.gql) `
         factScope
         factSetId
       }
+      rules {
+        id
+        ruleCategory
+        rulePattern
+        ruleExpression
+        ruleMessage
+        ruleSeverity
+        ruleOrigin
+      }
+      factSet {
+        id
+        structureId
+        periodStart
+        periodEnd
+        factsetType
+        entityId
+        reportId
+      }
+      verificationResults {
+        id
+        ruleId
+        structureId
+        factSetId
+        status
+        message
+        periodStart
+        periodEnd
+        evaluatedAt
+      }
+      view {
+        rendering {
+          rows {
+            elementId
+            elementQname
+            elementName
+            classification
+            balanceType
+            values
+            isSubtotal
+            depth
+          }
+          periods {
+            start
+            end
+            label
+          }
+          validation {
+            passed
+            checks
+            failures
+            warnings
+          }
+          unmappedCount
+        }
+      }
     }
   }
 `;

package/artifacts/graphql/queries/ledger/informationBlock.ts

@@ -58,6 +58,61 @@ export const GET_INFORMATION_BLOCK = gql`
         factScope
         factSetId
       }
+      rules {
+        id
+        ruleCategory
+        rulePattern
+        ruleExpression
+        ruleMessage
+        ruleSeverity
+        ruleOrigin
+      }
+      factSet {
+        id
+        structureId
+        periodStart
+        periodEnd
+        factsetType
+        entityId
+        reportId
+      }
+      verificationResults {
+        id
+        ruleId
+        structureId
+        factSetId
+        status
+        message
+        periodStart
+        periodEnd
+        evaluatedAt
+      }
+      view {
+        rendering {
+          rows {
+            elementId
+            elementQname
+            elementName
+            classification
+            balanceType
+            values
+            isSubtotal
+            depth
+          }
+          periods {
+            start
+            end
+            label
+          }
+          validation {
+            passed
+            checks
+            failures
+            warnings
+          }
+          unmappedCount
+        }
+      }
     }
   }
 `
@@ -119,6 +174,61 @@ export const LIST_INFORMATION_BLOCKS = gql`
         factScope
         factSetId
       }
+      rules {
+        id
+        ruleCategory
+        rulePattern
+        ruleExpression
+        ruleMessage
+        ruleSeverity
+        ruleOrigin
+      }
+      factSet {
+        id
+        structureId
+        periodStart
+        periodEnd
+        factsetType
+        entityId
+        reportId
+      }
+      verificationResults {
+        id
+        ruleId
+        structureId
+        factSetId
+        status
+        message
+        periodStart
+        periodEnd
+        evaluatedAt
+      }
+      view {
+        rendering {
+          rows {
+            elementId
+            elementQname
+            elementName
+            classification
+            balanceType
+            values
+            isSubtotal
+            depth
+          }
+          periods {
+            start
+            end
+            label
+          }
+          validation {
+            passed
+            checks
+            failures
+            warnings
+          }
+          unmappedCount
+        }
+      }
     }
   }
 `

package/artifacts/graphql/queries/ledger/reportPackage.d.ts

@@ -0,0 +1,11 @@
+/**
+ * Report rehydrated as a package — Report metadata + N rendered
+ * Information Block envelopes (one per attached FactSet). Drives the
+ * `/reports/[id]` package viewer; replaces the per-statement
+ * `getStatement(reportId, structureType)` round-trip flow.
+ *
+ * Each item's `block` is a fully-rehydrated `InformationBlock` envelope
+ * pinned to its specific FactSet snapshot, so the frontend can render
+ * the package without per-section refetches.
+ */
+export declare const GET_REPORT_PACKAGE: string;

package/artifacts/graphql/queries/ledger/reportPackage.js

@@ -0,0 +1,151 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.GET_REPORT_PACKAGE = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Report rehydrated as a package — Report metadata + N rendered
+ * Information Block envelopes (one per attached FactSet). Drives the
+ * `/reports/[id]` package viewer; replaces the per-statement
+ * `getStatement(reportId, structureType)` round-trip flow.
+ *
+ * Each item's `block` is a fully-rehydrated `InformationBlock` envelope
+ * pinned to its specific FactSet snapshot, so the frontend can render
+ * the package without per-section refetches.
+ */
+exports.GET_REPORT_PACKAGE = (0, graphql_request_1.gql) `
+  query GetLedgerReportPackage($reportId: String!) {
+    reportPackage(reportId: $reportId) {
+      id
+      name
+      description
+      taxonomyId
+      periodType
+      periodStart
+      periodEnd
+      generationStatus
+      lastGenerated
+      filingStatus
+      filedAt
+      filedBy
+      supersedesId
+      supersededById
+      sourceGraphId
+      sourceReportId
+      sharedAt
+      entityName
+      aiGenerated
+      createdAt
+      createdBy
+      items {
+        factSetId
+        structureId
+        displayOrder
+        block {
+          id
+          blockType
+          name
+          displayName
+          category
+          taxonomyId
+          taxonomyName
+          informationModel {
+            conceptArrangement
+            memberArrangement
+          }
+          artifact {
+            topic
+            parentheticalNote
+            template
+            mechanics
+          }
+          elements {
+            id
+            qname
+            name
+            code
+            elementType
+            isAbstract
+            isMonetary
+            balanceType
+            periodType
+          }
+          connections {
+            id
+            fromElementId
+            toElementId
+            associationType
+            arcrole
+            orderValue
+            weight
+          }
+          facts {
+            id
+            elementId
+            value
+            periodStart
+            periodEnd
+            periodType
+            unit
+            factScope
+            factSetId
+          }
+          rules {
+            id
+            ruleCategory
+            rulePattern
+            ruleExpression
+            ruleMessage
+            ruleSeverity
+            ruleOrigin
+          }
+          factSet {
+            id
+            structureId
+            periodStart
+            periodEnd
+            factsetType
+            entityId
+            reportId
+          }
+          verificationResults {
+            id
+            ruleId
+            structureId
+            factSetId
+            status
+            message
+            periodStart
+            periodEnd
+            evaluatedAt
+          }
+          view {
+            rendering {
+              rows {
+                elementId
+                elementQname
+                elementName
+                classification
+                balanceType
+                values
+                isSubtotal
+                depth
+              }
+              periods {
+                start
+                end
+                label
+              }
+              validation {
+                passed
+                checks
+                failures
+                warnings
+              }
+              unmappedCount
+            }
+          }
+        }
+      }
+    }
+  }
+`;

package/artifacts/graphql/queries/ledger/reportPackage.ts

@@ -0,0 +1,149 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Report rehydrated as a package — Report metadata + N rendered
+ * Information Block envelopes (one per attached FactSet). Drives the
+ * `/reports/[id]` package viewer; replaces the per-statement
+ * `getStatement(reportId, structureType)` round-trip flow.
+ *
+ * Each item's `block` is a fully-rehydrated `InformationBlock` envelope
+ * pinned to its specific FactSet snapshot, so the frontend can render
+ * the package without per-section refetches.
+ */
+export const GET_REPORT_PACKAGE = gql`
+  query GetLedgerReportPackage($reportId: String!) {
+    reportPackage(reportId: $reportId) {
+      id
+      name
+      description
+      taxonomyId
+      periodType
+      periodStart
+      periodEnd
+      generationStatus
+      lastGenerated
+      filingStatus
+      filedAt
+      filedBy
+      supersedesId
+      supersededById
+      sourceGraphId
+      sourceReportId
+      sharedAt
+      entityName
+      aiGenerated
+      createdAt
+      createdBy
+      items {
+        factSetId
+        structureId
+        displayOrder
+        block {
+          id
+          blockType
+          name
+          displayName
+          category
+          taxonomyId
+          taxonomyName
+          informationModel {
+            conceptArrangement
+            memberArrangement
+          }
+          artifact {
+            topic
+            parentheticalNote
+            template
+            mechanics
+          }
+          elements {
+            id
+            qname
+            name
+            code
+            elementType
+            isAbstract
+            isMonetary
+            balanceType
+            periodType
+          }
+          connections {
+            id
+            fromElementId
+            toElementId
+            associationType
+            arcrole
+            orderValue
+            weight
+          }
+          facts {
+            id
+            elementId
+            value
+            periodStart
+            periodEnd
+            periodType
+            unit
+            factScope
+            factSetId
+          }
+          rules {
+            id
+            ruleCategory
+            rulePattern
+            ruleExpression
+            ruleMessage
+            ruleSeverity
+            ruleOrigin
+          }
+          factSet {
+            id
+            structureId
+            periodStart
+            periodEnd
+            factsetType
+            entityId
+            reportId
+          }
+          verificationResults {
+            id
+            ruleId
+            structureId
+            factSetId
+            status
+            message
+            periodStart
+            periodEnd
+            evaluatedAt
+          }
+          view {
+            rendering {
+              rows {
+                elementId
+                elementQname
+                elementName
+                classification
+                balanceType
+                values
+                isSubtotal
+                depth
+              }
+              periods {
+                start
+                end
+                label
+              }
+              validation {
+                passed
+                checks
+                failures
+                warnings
+              }
+              unmappedCount
+            }
+          }
+        }
+      }
+    }
+  }
+`