@robosystems/client 0.3.15 → 0.3.17

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

@@ -0,0 +1,9 @@
+/**
+ * List agents (REA-aligned counterparty graph).
+ *
+ * `agentType` filters to `customer`, `vendor`, or `employee`. `source`
+ * scopes to a single ingestion source (e.g. `quickbooks`). `isActive`
+ * defaults to `true` on the resolver — pass explicit `false` to see
+ * deactivated agents, or `null` to see both.
+ */
+export declare const LIST_AGENTS: string;

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

@@ -0,0 +1,48 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LIST_AGENTS = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * List agents (REA-aligned counterparty graph).
+ *
+ * `agentType` filters to `customer`, `vendor`, or `employee`. `source`
+ * scopes to a single ingestion source (e.g. `quickbooks`). `isActive`
+ * defaults to `true` on the resolver — pass explicit `false` to see
+ * deactivated agents, or `null` to see both.
+ */
+exports.LIST_AGENTS = (0, graphql_request_1.gql) `
+  query ListLedgerAgents(
+    $agentType: String
+    $source: String
+    $isActive: Boolean = true
+    $limit: Int! = 50
+    $offset: Int! = 0
+  ) {
+    agents(
+      agentType: $agentType
+      source: $source
+      isActive: $isActive
+      limit: $limit
+      offset: $offset
+    ) {
+      id
+      agentType
+      name
+      legalName
+      taxId
+      registrationNumber
+      duns
+      lei
+      email
+      phone
+      address
+      source
+      externalId
+      isActive
+      is1099Recipient
+      createdAt
+      updatedAt
+      createdBy
+    }
+  }
+`;

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

@@ -0,0 +1,46 @@
+import { gql } from 'graphql-request'
+
+/**
+ * List agents (REA-aligned counterparty graph).
+ *
+ * `agentType` filters to `customer`, `vendor`, or `employee`. `source`
+ * scopes to a single ingestion source (e.g. `quickbooks`). `isActive`
+ * defaults to `true` on the resolver — pass explicit `false` to see
+ * deactivated agents, or `null` to see both.
+ */
+export const LIST_AGENTS = gql`
+  query ListLedgerAgents(
+    $agentType: String
+    $source: String
+    $isActive: Boolean = true
+    $limit: Int! = 50
+    $offset: Int! = 0
+  ) {
+    agents(
+      agentType: $agentType
+      source: $source
+      isActive: $isActive
+      limit: $limit
+      offset: $offset
+    ) {
+      id
+      agentType
+      name
+      legalName
+      taxId
+      registrationNumber
+      duns
+      lei
+      email
+      phone
+      address
+      source
+      externalId
+      isActive
+      is1099Recipient
+      createdAt
+      updatedAt
+      createdBy
+    }
+  }
+`

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

@@ -0,0 +1,8 @@
+/**
+ * Get a single event block by id (the inbox detail view).
+ *
+ * `metadata` is a JSON dict — for QB-sourced events it carries the
+ * nested `entries[]` shape (memo + posting_date + line_items) that the
+ * journal_entry_recorded handler consumes on approve.
+ */
+export declare const GET_EVENT_BLOCK: string;

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

@@ -0,0 +1,41 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.GET_EVENT_BLOCK = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Get a single event block by id (the inbox detail view).
+ *
+ * `metadata` is a JSON dict — for QB-sourced events it carries the
+ * nested `entries[]` shape (memo + posting_date + line_items) that the
+ * journal_entry_recorded handler consumes on approve.
+ */
+exports.GET_EVENT_BLOCK = (0, graphql_request_1.gql) `
+  query GetLedgerEventBlock($id: String!) {
+    eventBlock(id: $id) {
+      id
+      eventType
+      eventCategory
+      eventClass
+      status
+      occurredAt
+      effectiveAt
+      source
+      externalId
+      externalUrl
+      amount
+      currency
+      description
+      metadata
+      dimensionIds
+      agentId
+      resourceType
+      resourceElementId
+      replacedByEventId
+      replacesEventId
+      obligatedByEventId
+      dischargesEventId
+      createdAt
+      createdBy
+    }
+  }
+`;

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

@@ -0,0 +1,39 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Get a single event block by id (the inbox detail view).
+ *
+ * `metadata` is a JSON dict — for QB-sourced events it carries the
+ * nested `entries[]` shape (memo + posting_date + line_items) that the
+ * journal_entry_recorded handler consumes on approve.
+ */
+export const GET_EVENT_BLOCK = gql`
+  query GetLedgerEventBlock($id: String!) {
+    eventBlock(id: $id) {
+      id
+      eventType
+      eventCategory
+      eventClass
+      status
+      occurredAt
+      effectiveAt
+      source
+      externalId
+      externalUrl
+      amount
+      currency
+      description
+      metadata
+      dimensionIds
+      agentId
+      resourceType
+      resourceElementId
+      replacedByEventId
+      replacesEventId
+      obligatedByEventId
+      dischargesEventId
+      createdAt
+      createdBy
+    }
+  }
+`

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

@@ -0,0 +1,11 @@
+/**
+ * List captured event blocks (the inbox surface).
+ *
+ * Filters are independent. `status` defaults to all on the wire, but
+ * the inbox UI typically passes `'captured'` to show un-reviewed events.
+ * `eventType` matches values like `invoice_issued`, `bill_received`,
+ * `payment_received`, `bill_paid`, `sales_receipt_recorded`,
+ * `journal_entry_recorded`. `eventCategory` groups them: `sales`,
+ * `purchase`, `adjustment`.
+ */
+export declare const LIST_EVENT_BLOCKS: string;

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

@@ -0,0 +1,60 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LIST_EVENT_BLOCKS = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * List captured event blocks (the inbox surface).
+ *
+ * Filters are independent. `status` defaults to all on the wire, but
+ * the inbox UI typically passes `'captured'` to show un-reviewed events.
+ * `eventType` matches values like `invoice_issued`, `bill_received`,
+ * `payment_received`, `bill_paid`, `sales_receipt_recorded`,
+ * `journal_entry_recorded`. `eventCategory` groups them: `sales`,
+ * `purchase`, `adjustment`.
+ */
+exports.LIST_EVENT_BLOCKS = (0, graphql_request_1.gql) `
+  query ListLedgerEventBlocks(
+    $eventType: String
+    $eventCategory: String
+    $status: String
+    $agentId: String
+    $source: String
+    $limit: Int! = 50
+    $offset: Int! = 0
+  ) {
+    eventBlocks(
+      eventType: $eventType
+      eventCategory: $eventCategory
+      status: $status
+      agentId: $agentId
+      source: $source
+      limit: $limit
+      offset: $offset
+    ) {
+      id
+      eventType
+      eventCategory
+      eventClass
+      status
+      occurredAt
+      effectiveAt
+      source
+      externalId
+      externalUrl
+      amount
+      currency
+      description
+      metadata
+      dimensionIds
+      agentId
+      resourceType
+      resourceElementId
+      replacedByEventId
+      replacesEventId
+      obligatedByEventId
+      dischargesEventId
+      createdAt
+      createdBy
+    }
+  }
+`;

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

@@ -0,0 +1,58 @@
+import { gql } from 'graphql-request'
+
+/**
+ * List captured event blocks (the inbox surface).
+ *
+ * Filters are independent. `status` defaults to all on the wire, but
+ * the inbox UI typically passes `'captured'` to show un-reviewed events.
+ * `eventType` matches values like `invoice_issued`, `bill_received`,
+ * `payment_received`, `bill_paid`, `sales_receipt_recorded`,
+ * `journal_entry_recorded`. `eventCategory` groups them: `sales`,
+ * `purchase`, `adjustment`.
+ */
+export const LIST_EVENT_BLOCKS = gql`
+  query ListLedgerEventBlocks(
+    $eventType: String
+    $eventCategory: String
+    $status: String
+    $agentId: String
+    $source: String
+    $limit: Int! = 50
+    $offset: Int! = 0
+  ) {
+    eventBlocks(
+      eventType: $eventType
+      eventCategory: $eventCategory
+      status: $status
+      agentId: $agentId
+      source: $source
+      limit: $limit
+      offset: $offset
+    ) {
+      id
+      eventType
+      eventCategory
+      eventClass
+      status
+      occurredAt
+      effectiveAt
+      source
+      externalId
+      externalUrl
+      amount
+      currency
+      description
+      metadata
+      dimensionIds
+      agentId
+      resourceType
+      resourceElementId
+      replacedByEventId
+      replacesEventId
+      obligatedByEventId
+      dischargesEventId
+      createdAt
+      createdBy
+    }
+  }
+`

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@robosystems/client",
-  "version": "0.3.15",
+  "version": "0.3.17",
   "description": "TypeScript client library for RoboSystems Financial Knowledge Graph API",
   "main": "index.js",
   "types": "index.d.ts",

package/sdk/sdk.gen.d.ts

@@ -760,7 +760,7 @@ export declare const opCreateEventBlock: <ThrowOnError extends boolean = false>(
 /**
  * Update Event Block
  *
- * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated.
+ * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */

package/sdk/sdk.gen.js

@@ -1572,7 +1572,7 @@ exports.opCreateEventBlock = opCreateEventBlock;
 /**
  * Update Event Block
  *
- * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated.
+ * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */

package/sdk/sdk.gen.ts

@@ -1584,7 +1584,7 @@ export const opCreateEventBlock = <ThrowOnError extends boolean = false>(options
 /**
  * Update Event Block
  *
- * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated.
+ * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */

package/sdk/types.gen.d.ts

@@ -6956,15 +6956,21 @@ export type SuccessResponse = {
  */
 export type SyncConnectionRequest = {
     /**
-     * Full Sync
+     * Full Rebuild
      *
-     * Perform full sync vs incremental
+     * Pull complete history from the provider, ignoring lookback window. Takes precedence over since_date.
      */
-    full_sync?: boolean;
+    full_rebuild?: boolean;
+    /**
+     * Since Date
+     *
+     * Sync data from this date forward (ISO 8601). Ignored if full_rebuild=True. If neither set, provider default applies (e.g., QuickBooks: 60 days).
+     */
+    since_date?: string | null;
     /**
      * Sync Options
      *
-     * Provider-specific sync options
+     * Provider-specific sync options (escape hatch for fields not exposed at the top level).
      */
     sync_options?: {
         [key: string]: unknown;

package/sdk/types.gen.ts

@@ -7154,15 +7154,21 @@ export type SuccessResponse = {
  */
 export type SyncConnectionRequest = {
     /**
-     * Full Sync
+     * Full Rebuild
      *
-     * Perform full sync vs incremental
+     * Pull complete history from the provider, ignoring lookback window. Takes precedence over since_date.
      */
-    full_sync?: boolean;
+    full_rebuild?: boolean;
+    /**
+     * Since Date
+     *
+     * Sync data from this date forward (ISO 8601). Ignored if full_rebuild=True. If neither set, provider default applies (e.g., QuickBooks: 60 days).
+     */
+    since_date?: string | null;
     /**
      * Sync Options
      *
-     * Provider-specific sync options
+     * Provider-specific sync options (escape hatch for fields not exposed at the top level).
      */
     sync_options?: {
         [key: string]: unknown;

package/sdk.gen.d.ts

@@ -760,7 +760,7 @@ export declare const opCreateEventBlock: <ThrowOnError extends boolean = false>(
 /**
  * Update Event Block
  *
- * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated.
+ * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */

package/sdk.gen.js

@@ -1572,7 +1572,7 @@ exports.opCreateEventBlock = opCreateEventBlock;
 /**
  * Update Event Block
  *
- * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated.
+ * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */

package/sdk.gen.ts

@@ -1584,7 +1584,7 @@ export const opCreateEventBlock = <ThrowOnError extends boolean = false>(options
 /**
  * Update Event Block
  *
- * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated.
+ * Apply a status transition (captured → committed | voided) and/or field corrections (description, effective_at, metadata_patch) to an existing event block. Only supplied fields are updated. When the transition is captured/classified → committed, the registered Python handler fires against the captured metadata to produce the GL rows; errors from the handler (validation, element resolution, closed period, unbalanced lines) surface as 422 here so the inbox UI can display the failure reason without retry.
  *
  * **Idempotency**: supply an `Idempotency-Key` header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.
  */

package/types.gen.d.ts

@@ -6956,15 +6956,21 @@ export type SuccessResponse = {
  */
 export type SyncConnectionRequest = {
     /**
-     * Full Sync
+     * Full Rebuild
      *
-     * Perform full sync vs incremental
+     * Pull complete history from the provider, ignoring lookback window. Takes precedence over since_date.
      */
-    full_sync?: boolean;
+    full_rebuild?: boolean;
+    /**
+     * Since Date
+     *
+     * Sync data from this date forward (ISO 8601). Ignored if full_rebuild=True. If neither set, provider default applies (e.g., QuickBooks: 60 days).
+     */
+    since_date?: string | null;
     /**
      * Sync Options
      *
-     * Provider-specific sync options
+     * Provider-specific sync options (escape hatch for fields not exposed at the top level).
      */
     sync_options?: {
         [key: string]: unknown;

package/types.gen.ts

@@ -7154,15 +7154,21 @@ export type SuccessResponse = {
  */
 export type SyncConnectionRequest = {
     /**
-     * Full Sync
+     * Full Rebuild
      *
-     * Perform full sync vs incremental
+     * Pull complete history from the provider, ignoring lookback window. Takes precedence over since_date.
      */
-    full_sync?: boolean;
+    full_rebuild?: boolean;
+    /**
+     * Since Date
+     *
+     * Sync data from this date forward (ISO 8601). Ignored if full_rebuild=True. If neither set, provider default applies (e.g., QuickBooks: 60 days).
+     */
+    since_date?: string | null;
     /**
      * Sync Options
      *
-     * Provider-specific sync options
+     * Provider-specific sync options (escape hatch for fields not exposed at the top level).
      */
     sync_options?: {
         [key: string]: unknown;