@robosystems/client 0.3.7 → 0.3.9
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.
- package/artifacts/LedgerClient.d.ts +27 -14
- package/artifacts/LedgerClient.js +59 -39
- package/artifacts/LedgerClient.ts +89 -62
- package/artifacts/LibraryClient.d.ts +117 -0
- package/artifacts/LibraryClient.js +132 -0
- package/artifacts/LibraryClient.ts +358 -0
- package/artifacts/graphql/generated/graphql.d.ts +686 -79
- package/artifacts/graphql/generated/graphql.js +1121 -135
- package/artifacts/graphql/generated/graphql.ts +1887 -281
- package/artifacts/graphql/queries/ledger/informationBlock.d.ts +15 -0
- package/artifacts/graphql/queries/ledger/informationBlock.js +125 -0
- package/artifacts/graphql/queries/ledger/informationBlock.ts +124 -0
- package/artifacts/graphql/queries/library/arcs.d.ts +24 -0
- package/artifacts/graphql/queries/library/arcs.js +106 -0
- package/artifacts/graphql/queries/library/arcs.ts +107 -0
- package/artifacts/graphql/queries/library/elements.d.ts +24 -0
- package/artifacts/graphql/queries/library/elements.js +134 -0
- package/artifacts/graphql/queries/library/elements.ts +134 -0
- package/artifacts/graphql/queries/library/taxonomies.d.ts +15 -0
- package/artifacts/graphql/queries/library/taxonomies.js +61 -0
- package/artifacts/graphql/queries/library/taxonomies.ts +60 -0
- package/artifacts/index.d.ts +5 -1
- package/artifacts/index.js +17 -1
- package/artifacts/index.ts +26 -1
- package/index.ts +2 -2
- package/package.json +7 -1
- package/sdk/index.d.ts +2 -2
- package/sdk/index.js +9 -7
- package/sdk/index.ts +2 -2
- package/sdk/sdk.gen.d.ts +80 -62
- package/sdk/sdk.gen.js +158 -122
- package/sdk/sdk.gen.ts +154 -118
- package/sdk/types.gen.d.ts +801 -623
- package/sdk/types.gen.ts +825 -638
- package/sdk.gen.d.ts +80 -62
- package/sdk.gen.js +158 -122
- package/sdk.gen.ts +154 -118
- package/types.gen.d.ts +801 -623
- package/types.gen.ts +825 -638
- package/artifacts/graphql/queries/ledger/scheduleFacts.d.ts +0 -7
- package/artifacts/graphql/queries/ledger/scheduleFacts.js +0 -24
- package/artifacts/graphql/queries/ledger/scheduleFacts.ts +0 -22
- package/artifacts/graphql/queries/ledger/schedules.d.ts +0 -6
- package/artifacts/graphql/queries/ledger/schedules.js +0 -24
- package/artifacts/graphql/queries/ledger/schedules.ts +0 -22
package/sdk.gen.js
CHANGED
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@@ -2,9 +2,9 @@
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// This file is auto-generated by @hey-api/openapi-ts
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.callMcpTool = exports.listMcpTools = exports.recommendAgent = exports.batchProcessQueries = exports.executeSpecificAgent = exports.getAgentMetadata = exports.autoSelectAgent = exports.listAgents = exports.syncConnection = exports.getConnection = exports.deleteConnection = exports.oauthCallback = exports.initOAuth = exports.getConnectionOptions = exports.createConnection = exports.listConnections = exports.getOrgUsage = exports.getOrgLimits = exports.updateOrgMemberRole = exports.removeOrgMember = exports.inviteOrgMember = exports.listOrgMembers = exports.listOrgGraphs = exports.updateOrg = exports.getOrg = exports.listUserOrgs = exports.updateUserApiKey = exports.revokeUserApiKey = exports.createUserApiKey = exports.listUserApiKeys = exports.updateUserPassword = exports.updateUser = exports.getCurrentUser = exports.getServiceStatus = exports.getCaptchaConfig = exports.completeSsoAuth = exports.ssoTokenExchange = exports.generateSsoToken = exports.resetPassword = exports.validateResetToken = exports.forgotPassword = exports.checkPasswordStrength = exports.getPasswordPolicy = exports.verifyEmail = exports.resendVerificationEmail = exports.refreshAuthSession = exports.getCurrentAuthUser = exports.logoutUser = exports.loginUser = exports.registerUser = void 0;
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exports.getOperationStatus = exports.streamOperationEvents = exports.getServiceOfferings = exports.selectGraph = exports.getGraphCapacity = exports.getAvailableGraphTiers = exports.getAvailableExtensions = exports.createGraph = exports.getGraphs = exports.updateFile = exports.getFile = exports.deleteFile = exports.createFileUpload = exports.listFiles = exports.opMaterialize = exports.opChangeTier = exports.opRestoreBackup = exports.opCreateBackup = exports.opDeleteSubgraph = exports.opCreateSubgraph = exports.
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exports.opUpdatePublishList = exports.opCreatePublishList = exports.opShareReport = exports.opDeleteReport = exports.opRegenerateReport = exports.opCreateReport = exports.opAutoMapElements = exports.
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exports.opDeletePosition = exports.opUpdatePosition = exports.opCreatePosition = exports.opDeleteSecurity = exports.opUpdateSecurity = exports.opCreateSecurity = exports.opDeletePortfolio = exports.opUpdatePortfolio = exports.opCreatePortfolio = exports.opBuildFactGrid = exports.opRemovePublishListMember = exports.opAddPublishListMembers = exports.opDeletePublishList = void 0;
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exports.cancelOperation = exports.getOperationStatus = exports.streamOperationEvents = exports.getServiceOfferings = exports.selectGraph = exports.getGraphCapacity = exports.getAvailableGraphTiers = exports.getAvailableExtensions = exports.createGraph = exports.getGraphs = exports.updateFile = exports.getFile = exports.deleteFile = exports.createFileUpload = exports.listFiles = exports.opMaterialize = exports.opChangeTier = exports.opRestoreBackup = exports.opCreateBackup = exports.opDeleteSubgraph = exports.opCreateSubgraph = exports.updateDocument = exports.getDocument = exports.deleteDocument = exports.uploadDocument = exports.listDocuments = exports.getDocumentSection = exports.searchDocuments = exports.queryTables = exports.listTables = exports.createRepositorySubscription = exports.changeSubscriptionPlan = exports.getGraphSubscription = exports.getSubgraphQuota = exports.getSubgraphInfo = exports.listSubgraphs = exports.getGraphLimits = exports.getDatabaseInfo = exports.getDatabaseHealth = exports.listCreditTransactions = exports.getCreditSummary = exports.validateSchema = exports.exportGraphSchema = exports.getGraphSchema = exports.executeCypherQuery = exports.getGraphUsageAnalytics = exports.getGraphMetrics = exports.getBackupStats = exports.getBackupDownloadUrl = exports.listBackups = void 0;
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exports.opUpdatePublishList = exports.opCreatePublishList = exports.opShareReport = exports.opDeleteReport = exports.opRegenerateReport = exports.opCreateReport = exports.opAutoMapElements = exports.opCreateMappingAssociation = exports.opEvaluateRules = exports.opDeleteInformationBlock = exports.opUpdateInformationBlock = exports.opCreateInformationBlock = exports.opCreateManualClosingEntry = exports.opCreateClosingEntry = exports.opTruncateSchedule = exports.opReverseJournalEntry = exports.opDeleteJournalEntry = exports.opUpdateJournalEntry = exports.opCreateJournalEntry = exports.opCreateTransaction = exports.opDeleteAssociation = exports.opUpdateAssociation = exports.opCreateAssociations = exports.opDeleteElement = exports.opUpdateElement = exports.opCreateElement = exports.opDeleteStructure = exports.opUpdateStructure = exports.opLinkEntityTaxonomy = exports.opDeleteTaxonomy = exports.opUpdateTaxonomy = exports.opDeleteMappingAssociation = exports.opCreateStructure = exports.opCreateTaxonomy = exports.opReopenPeriod = exports.opClosePeriod = exports.opSetCloseTarget = exports.opInitializeLedger = exports.opUpdateEntity = exports.handleHttpPostExtensionsGraphIdGraphqlPost = exports.handleHttpGetExtensionsGraphIdGraphqlGet = exports.getCheckoutStatus = exports.createCheckoutSession = exports.getOrgUpcomingInvoice = exports.listOrgInvoices = exports.cancelOrgSubscription = exports.getOrgSubscription = exports.listOrgSubscriptions = exports.createPortalSession = exports.getOrgBillingCustomer = void 0;
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exports.opDeletePosition = exports.opUpdatePosition = exports.opCreatePosition = exports.opDeleteSecurity = exports.opUpdateSecurity = exports.opCreateSecurity = exports.opDeletePortfolio = exports.opUpdatePortfolio = exports.opCreatePortfolio = exports.opFinancialStatementAnalysis = exports.opBuildFactGrid = exports.opLiveFinancialStatement = exports.opRemovePublishListMember = exports.opAddPublishListMembers = exports.opDeletePublishList = void 0;
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const client_gen_1 = require("./client.gen");
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/**
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* Register New User
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@@ -901,21 +901,6 @@ const updateDocument = (options) => (options.client ?? client_gen_1.client).put(
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}
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});
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exports.updateDocument = updateDocument;
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/**
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* Bulk Upload Documents
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*
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* Upload up to 50 documents at once. Partial success is supported — check the errors array in the response.
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*/
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const uploadDocumentsBulk = (options) => (options.client ?? client_gen_1.client).post({
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security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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url: '/v1/graphs/{graph_id}/documents/bulk',
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...options,
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headers: {
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'Content-Type': 'application/json',
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...options.headers
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}
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});
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exports.uploadDocumentsBulk = uploadDocumentsBulk;
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/**
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* Create Subgraph
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*
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}
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});
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exports.opReopenPeriod = opReopenPeriod;
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/**
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* Create Schedule
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*
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* Creates a schedule and pre-generates monthly amortization facts spanning the period range.
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*
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* **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.
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*/
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const opCreateSchedule = (options) => (options.client ?? client_gen_1.client).post({
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security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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url: '/extensions/roboledger/{graph_id}/operations/create-schedule',
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...options,
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headers: {
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'Content-Type': 'application/json',
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...options.headers
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}
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});
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exports.opCreateSchedule = opCreateSchedule;
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/**
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* Truncate Schedule (End Early)
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*
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* Ends a schedule early by deleting forward facts and any stale draft closing entries past the cutoff.
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*
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* **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.
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*/
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const opTruncateSchedule = (options) => (options.client ?? client_gen_1.client).post({
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security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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url: '/extensions/roboledger/{graph_id}/operations/truncate-schedule',
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...options,
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headers: {
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...options.headers
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}
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});
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exports.opTruncateSchedule = opTruncateSchedule;
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/**
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* Create Closing Entry
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*
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* Creates a draft closing entry pre-populated from a schedule's facts for the given period.
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*
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* **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.
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*/
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const opCreateClosingEntry = (options) => (options.client ?? client_gen_1.client).post({
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security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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url: '/extensions/roboledger/{graph_id}/operations/create-closing-entry',
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...options,
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headers: {
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}
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});
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exports.opCreateClosingEntry = opCreateClosingEntry;
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/**
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* Create Manual Closing Entry
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* Creates a draft closing entry with manually specified amounts — not tied to a schedule.
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*
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* **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.
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const opCreateManualClosingEntry = (options) => (options.client ?? client_gen_1.client).post({
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security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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url: '/extensions/roboledger/{graph_id}/operations/create-manual-closing-entry',
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headers: {
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}
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});
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exports.opCreateManualClosingEntry = opCreateManualClosingEntry;
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/**
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* Create Taxonomy
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*
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}
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});
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exports.opCreateStructure = opCreateStructure;
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* Create Mapping Association
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* Links a chart-of-accounts element to a reporting concept (CoA element → US GAAP concept).
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*
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const opCreateMappingAssociation = (options) => (options.client ?? client_gen_1.client).post({
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security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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url: '/extensions/roboledger/{graph_id}/operations/create-mapping-association',
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});
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exports.opCreateMappingAssociation = opCreateMappingAssociation;
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/**
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*
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});
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exports.opReverseJournalEntry = opReverseJournalEntry;
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/**
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* Truncate Schedule (End Early)
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*
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* End a schedule early by deleting forward facts and any stale draft closing entries past the cutoff. Historical facts and posted entries are preserved. Use this when a business event (asset disposal, contract cancellation) shortens the schedule's lifespan.
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*
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const
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const opTruncateSchedule = (options) => (options.client ?? client_gen_1.client).post({
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security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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url: '/extensions/roboledger/{graph_id}/operations/
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url: '/extensions/roboledger/{graph_id}/operations/truncate-schedule',
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exports.
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exports.opTruncateSchedule = opTruncateSchedule;
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/**
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* Create a draft closing entry pre-populated from a schedule's facts for the given period. Idempotent — safe to call repeatedly; the `outcome` field describes what happened (`created`, `unchanged`, `regenerated`, `removed`, `skipped`).
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const opCreateClosingEntry = (options) => (options.client ?? client_gen_1.client).post({
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security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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url: '/extensions/roboledger/{graph_id}/operations/
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url: '/extensions/roboledger/{graph_id}/operations/create-closing-entry',
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exports.
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exports.opCreateClosingEntry = opCreateClosingEntry;
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*
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* Create a draft closing entry with manually specified line items — not tied to a schedule. Use for one-off business events (asset disposal, correcting entry, impairment). Total debits must equal total credits.
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*
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* **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.
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*/
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const opCreateManualClosingEntry = (options) => (options.client ?? client_gen_1.client).post({
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security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
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url: '/extensions/roboledger/{graph_id}/operations/create-manual-closing-entry',
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...options,
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headers: {
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}
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});
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exports.opCreateManualClosingEntry = opCreateManualClosingEntry;
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/**
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* Create Information Block
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*
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* Generic Information Block construction entry. `block_type` selects the registered block type; `payload` is validated against that type's creation schema at dispatch. Schedule dispatches to the existing Schedule machinery; statement block types raise 501 (use create-report instead).
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*
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|
+
* **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.
|
|
1765
|
+
*/
|
|
1766
|
+
const opCreateInformationBlock = (options) => (options.client ?? client_gen_1.client).post({
|
|
1767
|
+
security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
|
|
1768
|
+
url: '/extensions/roboledger/{graph_id}/operations/create-information-block',
|
|
1769
|
+
...options,
|
|
1770
|
+
headers: {
|
|
1771
|
+
'Content-Type': 'application/json',
|
|
1772
|
+
...options.headers
|
|
1773
|
+
}
|
|
1774
|
+
});
|
|
1775
|
+
exports.opCreateInformationBlock = opCreateInformationBlock;
|
|
1776
|
+
/**
|
|
1777
|
+
* Update Information Block
|
|
1778
|
+
*
|
|
1779
|
+
* Generic Information Block update entry. Dispatches by `block_type` to the registered mutation handler. Block types whose Structures are library-seeded and immutable (statement family) surface 501.
|
|
1780
|
+
*
|
|
1781
|
+
* **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.
|
|
1782
|
+
*/
|
|
1783
|
+
const opUpdateInformationBlock = (options) => (options.client ?? client_gen_1.client).post({
|
|
1784
|
+
security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
|
|
1785
|
+
url: '/extensions/roboledger/{graph_id}/operations/update-information-block',
|
|
1786
|
+
...options,
|
|
1787
|
+
headers: {
|
|
1788
|
+
'Content-Type': 'application/json',
|
|
1789
|
+
...options.headers
|
|
1790
|
+
}
|
|
1791
|
+
});
|
|
1792
|
+
exports.opUpdateInformationBlock = opUpdateInformationBlock;
|
|
1793
|
+
/**
|
|
1794
|
+
* Delete Information Block
|
|
1795
|
+
*
|
|
1796
|
+
* Generic Information Block deletion entry. Returns a thin confirmation (deleted / structure_id / block_type / name). Block types whose Structures are library-seeded cannot be deleted per tenant and surface 501.
|
|
1797
|
+
*
|
|
1798
|
+
* **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.
|
|
1799
|
+
*/
|
|
1800
|
+
const opDeleteInformationBlock = (options) => (options.client ?? client_gen_1.client).post({
|
|
1801
|
+
security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
|
|
1802
|
+
url: '/extensions/roboledger/{graph_id}/operations/delete-information-block',
|
|
1803
|
+
...options,
|
|
1804
|
+
headers: {
|
|
1805
|
+
'Content-Type': 'application/json',
|
|
1806
|
+
...options.headers
|
|
1807
|
+
}
|
|
1808
|
+
});
|
|
1809
|
+
exports.opDeleteInformationBlock = opDeleteInformationBlock;
|
|
1810
|
+
/**
|
|
1811
|
+
* Evaluate Rules for an Information Block
|
|
1812
|
+
*
|
|
1813
|
+
* Runs every rule targeting the given structure (plus element- and association-scoped rules for the structure's atoms), binds $Variable references to in-scope facts via qname lookup, writes one VerificationResult row per rule, and returns the results plus a status-keyed summary. Phase delta.3 — decoding mode, 5 patterns (EqualTo, RollUp, RollForward, Exists, CoExists).
|
|
1814
|
+
*
|
|
1815
|
+
* **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.
|
|
1816
|
+
*/
|
|
1817
|
+
const opEvaluateRules = (options) => (options.client ?? client_gen_1.client).post({
|
|
1818
|
+
security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
|
|
1819
|
+
url: '/extensions/roboledger/{graph_id}/operations/evaluate-rules',
|
|
1820
|
+
...options,
|
|
1821
|
+
headers: {
|
|
1822
|
+
'Content-Type': 'application/json',
|
|
1823
|
+
...options.headers
|
|
1824
|
+
}
|
|
1825
|
+
});
|
|
1826
|
+
exports.opEvaluateRules = opEvaluateRules;
|
|
1827
|
+
/**
|
|
1828
|
+
* Create Mapping Association
|
|
1829
|
+
*
|
|
1830
|
+
* Link a chart-of-accounts element to a US GAAP reporting concept. For bulk associations (presentation/calculation linkbases, 50+ arcs at once) use `create-associations` instead.
|
|
1831
|
+
*
|
|
1832
|
+
* **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.
|
|
1833
|
+
*/
|
|
1834
|
+
const opCreateMappingAssociation = (options) => (options.client ?? client_gen_1.client).post({
|
|
1835
|
+
security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
|
|
1836
|
+
url: '/extensions/roboledger/{graph_id}/operations/create-mapping-association',
|
|
1837
|
+
...options,
|
|
1838
|
+
headers: {
|
|
1839
|
+
'Content-Type': 'application/json',
|
|
1840
|
+
...options.headers
|
|
1841
|
+
}
|
|
1842
|
+
});
|
|
1843
|
+
exports.opCreateMappingAssociation = opCreateMappingAssociation;
|
|
1842
1844
|
/**
|
|
1843
1845
|
* Auto-Map Elements via AI (async)
|
|
1844
1846
|
*
|
|
@@ -2009,6 +2011,23 @@ const opRemovePublishListMember = (options) => (options.client ?? client_gen_1.c
|
|
|
2009
2011
|
}
|
|
2010
2012
|
});
|
|
2011
2013
|
exports.opRemovePublishListMember = opRemovePublishListMember;
|
|
2014
|
+
/**
|
|
2015
|
+
* Live Financial Statement
|
|
2016
|
+
*
|
|
2017
|
+
* Generate an ad-hoc financial statement directly from the tenant's OLTP ledger data using the active CoA→GAAP mapping. This is the authoritative source for RoboLedger entity graphs — no graph materialization required. Rejected on shared-repository graphs; those should use `financial-statement-analysis` instead.
|
|
2018
|
+
*
|
|
2019
|
+
* **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.
|
|
2020
|
+
*/
|
|
2021
|
+
const opLiveFinancialStatement = (options) => (options.client ?? client_gen_1.client).post({
|
|
2022
|
+
security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
|
|
2023
|
+
url: '/extensions/roboledger/{graph_id}/operations/live-financial-statement',
|
|
2024
|
+
...options,
|
|
2025
|
+
headers: {
|
|
2026
|
+
'Content-Type': 'application/json',
|
|
2027
|
+
...options.headers
|
|
2028
|
+
}
|
|
2029
|
+
});
|
|
2030
|
+
exports.opLiveFinancialStatement = opLiveFinancialStatement;
|
|
2012
2031
|
/**
|
|
2013
2032
|
* Build Fact Grid
|
|
2014
2033
|
*
|
|
@@ -2027,9 +2046,26 @@ const opBuildFactGrid = (options) => (options.client ?? client_gen_1.client).pos
|
|
|
2027
2046
|
});
|
|
2028
2047
|
exports.opBuildFactGrid = opBuildFactGrid;
|
|
2029
2048
|
/**
|
|
2030
|
-
*
|
|
2049
|
+
* Financial Statement Analysis
|
|
2031
2050
|
*
|
|
2051
|
+
* Query a rendered financial statement from the graph-backed XBRL hypercube (Structure → FactSet → Fact). Works on the SEC shared repository today and on any RoboLedger tenant graph whose ledger has been materialized to LadybugDB. For shared-repo graphs, provide `ticker` to auto-resolve the latest filing; for tenant graphs, provide `report_id` explicitly.
|
|
2032
2052
|
*
|
|
2053
|
+
* **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.
|
|
2054
|
+
*/
|
|
2055
|
+
const opFinancialStatementAnalysis = (options) => (options.client ?? client_gen_1.client).post({
|
|
2056
|
+
security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
|
|
2057
|
+
url: '/extensions/roboledger/{graph_id}/operations/financial-statement-analysis',
|
|
2058
|
+
...options,
|
|
2059
|
+
headers: {
|
|
2060
|
+
'Content-Type': 'application/json',
|
|
2061
|
+
...options.headers
|
|
2062
|
+
}
|
|
2063
|
+
});
|
|
2064
|
+
exports.opFinancialStatementAnalysis = opFinancialStatementAnalysis;
|
|
2065
|
+
/**
|
|
2066
|
+
* Create Portfolio
|
|
2067
|
+
*
|
|
2068
|
+
* Create an investment portfolio within this graph. Portfolios are logical groupings of securities (stocks, notes, warrants) owned by the entity; subsequent positions attach to the portfolio.
|
|
2033
2069
|
*
|
|
2034
2070
|
* **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.
|
|
2035
2071
|
*/
|
|
@@ -2046,7 +2082,7 @@ exports.opCreatePortfolio = opCreatePortfolio;
|
|
|
2046
2082
|
/**
|
|
2047
2083
|
* Update Portfolio
|
|
2048
2084
|
*
|
|
2049
|
-
*
|
|
2085
|
+
* Update mutable fields on a portfolio (name, description, strategy, inception_date, base_currency). Unset fields are ignored — partial updates are explicit.
|
|
2050
2086
|
*
|
|
2051
2087
|
* **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.
|
|
2052
2088
|
*/
|
|
@@ -2063,7 +2099,7 @@ exports.opUpdatePortfolio = opUpdatePortfolio;
|
|
|
2063
2099
|
/**
|
|
2064
2100
|
* Delete Portfolio
|
|
2065
2101
|
*
|
|
2066
|
-
* Returns 409 if the portfolio has active positions — dispose them first.
|
|
2102
|
+
* Hard-delete a portfolio. Returns 409 if the portfolio has active positions — dispose (soft-delete) them first.
|
|
2067
2103
|
*
|
|
2068
2104
|
* **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.
|
|
2069
2105
|
*/
|
|
@@ -2080,7 +2116,7 @@ exports.opDeletePortfolio = opDeletePortfolio;
|
|
|
2080
2116
|
/**
|
|
2081
2117
|
* Create Security
|
|
2082
2118
|
*
|
|
2083
|
-
*
|
|
2119
|
+
* Register a security (common stock, preferred stock, warrant, convertible note, etc.) owned by this graph's entity. Optionally cross-links to an issuing entity in another graph via `source_graph_id` for mutual-handshake attribution.
|
|
2084
2120
|
*
|
|
2085
2121
|
* **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.
|
|
2086
2122
|
*/
|
|
@@ -2097,7 +2133,7 @@ exports.opCreateSecurity = opCreateSecurity;
|
|
|
2097
2133
|
/**
|
|
2098
2134
|
* Update Security
|
|
2099
2135
|
*
|
|
2100
|
-
*
|
|
2136
|
+
* Update mutable fields on a security (name, type, subtype, terms, share counts, entity linkage). Unset fields are ignored.
|
|
2101
2137
|
*
|
|
2102
2138
|
* **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.
|
|
2103
2139
|
*/
|
|
@@ -2114,7 +2150,7 @@ exports.opUpdateSecurity = opUpdateSecurity;
|
|
|
2114
2150
|
/**
|
|
2115
2151
|
* Delete Security
|
|
2116
2152
|
*
|
|
2117
|
-
* Soft-
|
|
2153
|
+
* Soft-delete the security (`is_active=false`). Historical positions referencing it remain valid.
|
|
2118
2154
|
*
|
|
2119
2155
|
* **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.
|
|
2120
2156
|
*/
|
|
@@ -2131,7 +2167,7 @@ exports.opDeleteSecurity = opDeleteSecurity;
|
|
|
2131
2167
|
/**
|
|
2132
2168
|
* Create Position
|
|
2133
2169
|
*
|
|
2134
|
-
*
|
|
2170
|
+
* Open a position in a security within a portfolio. One active position per (portfolio, security) pair — creating a second active position returns 409. Dispose an existing position via `delete-position` before opening a new one.
|
|
2135
2171
|
*
|
|
2136
2172
|
* **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.
|
|
2137
2173
|
*/
|
|
@@ -2148,7 +2184,7 @@ exports.opCreatePosition = opCreatePosition;
|
|
|
2148
2184
|
/**
|
|
2149
2185
|
* Update Position
|
|
2150
2186
|
*
|
|
2151
|
-
*
|
|
2187
|
+
* Update mutable fields on a position (quantity, cost basis, valuation, notes, status). Use `delete-position` for soft disposal instead of setting `status` manually.
|
|
2152
2188
|
*
|
|
2153
2189
|
* **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.
|
|
2154
2190
|
*/
|
|
@@ -2165,7 +2201,7 @@ exports.opUpdatePosition = opUpdatePosition;
|
|
|
2165
2201
|
/**
|
|
2166
2202
|
* Delete Position
|
|
2167
2203
|
*
|
|
2168
|
-
* Soft-
|
|
2204
|
+
* Soft-delete the position (`status='disposed'`). Historical holding records referencing it remain valid.
|
|
2169
2205
|
*
|
|
2170
2206
|
* **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.
|
|
2171
2207
|
*/
|