@robosystems/client 0.3.9 → 0.3.11

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/sdk/sdk.gen.js CHANGED
@@ -3,8 +3,8 @@
3
3
  Object.defineProperty(exports, "__esModule", { value: true });
4
4
  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;
5
5
  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;
6
- 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;
7
- 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;
6
+ exports.opUpdatePortfolio = exports.opCreatePortfolio = exports.opFinancialStatementAnalysis = exports.opBuildFactGrid = exports.opLiveFinancialStatement = exports.opRemovePublishListMember = exports.opAddPublishListMembers = exports.opDeletePublishList = exports.opUpdatePublishList = exports.opCreatePublishList = exports.opShareReport = exports.opDeleteReport = exports.opRegenerateReport = exports.opCreateReport = exports.opReopenPeriod = exports.opClosePeriod = exports.opSetCloseTarget = exports.opDeleteJournalEntry = exports.opUpdateJournalEntry = exports.opPreviewEventBlock = exports.opUpdateEventHandler = exports.opCreateEventHandler = exports.opUpdateEventBlock = exports.opCreateEventBlock = exports.opUpdateAgent = exports.opCreateAgent = exports.opEvaluateRules = exports.opDeleteInformationBlock = exports.opUpdateInformationBlock = exports.opCreateInformationBlock = exports.opAutoMapElements = exports.opDeleteMappingAssociation = exports.opCreateMappingAssociation = exports.opLinkEntityTaxonomy = exports.opDeleteTaxonomyBlock = exports.opUpdateTaxonomyBlock = exports.opCreateTaxonomyBlock = exports.opUpdateEntity = exports.opInitializeLedger = exports.handleHttpPostExtensionsGraphIdGraphqlPost = exports.handleHttpGetExtensionsGraphIdGraphqlGet = exports.getCheckoutStatus = exports.createCheckoutSession = exports.getOrgUpcomingInvoice = exports.listOrgInvoices = exports.cancelOrgSubscription = exports.getOrgSubscription = exports.listOrgSubscriptions = exports.createPortalSession = exports.getOrgBillingCustomer = void 0;
7
+ exports.opDeletePosition = exports.opUpdatePosition = exports.opCreatePosition = exports.opDeleteSecurity = exports.opUpdateSecurity = exports.opCreateSecurity = exports.opDeletePortfolio = void 0;
8
8
  const client_gen_1 = require("./client.gen");
9
9
  /**
10
10
  * Register New User
@@ -1297,23 +1297,6 @@ const handleHttpPostExtensionsGraphIdGraphqlPost = (options) => (options.client
1297
1297
  ...options
1298
1298
  });
1299
1299
  exports.handleHttpPostExtensionsGraphIdGraphqlPost = handleHttpPostExtensionsGraphIdGraphqlPost;
1300
- /**
1301
- * Update Entity
1302
- *
1303
- * Only provided (non-null) fields are updated.
1304
- *
1305
- * **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.
1306
- */
1307
- const opUpdateEntity = (options) => (options.client ?? client_gen_1.client).post({
1308
- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1309
- url: '/extensions/roboledger/{graph_id}/operations/update-entity',
1310
- ...options,
1311
- headers: {
1312
- 'Content-Type': 'application/json',
1313
- ...options.headers
1314
- }
1315
- });
1316
- exports.opUpdateEntity = opUpdateEntity;
1317
1300
  /**
1318
1301
  * Initialize Ledger
1319
1302
  *
@@ -1332,332 +1315,332 @@ const opInitializeLedger = (options) => (options.client ?? client_gen_1.client).
1332
1315
  });
1333
1316
  exports.opInitializeLedger = opInitializeLedger;
1334
1317
  /**
1335
- * Set Close Target
1318
+ * Update Entity
1336
1319
  *
1337
- * Period format: YYYY-MM. The close target is the user-controlled goal date, distinct from `closed_through` (what's actually closed).
1320
+ * Only provided (non-null) fields are updated.
1338
1321
  *
1339
1322
  * **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.
1340
1323
  */
1341
- const opSetCloseTarget = (options) => (options.client ?? client_gen_1.client).post({
1324
+ const opUpdateEntity = (options) => (options.client ?? client_gen_1.client).post({
1342
1325
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1343
- url: '/extensions/roboledger/{graph_id}/operations/set-close-target',
1326
+ url: '/extensions/roboledger/{graph_id}/operations/update-entity',
1344
1327
  ...options,
1345
1328
  headers: {
1346
1329
  'Content-Type': 'application/json',
1347
1330
  ...options.headers
1348
1331
  }
1349
1332
  });
1350
- exports.opSetCloseTarget = opSetCloseTarget;
1333
+ exports.opUpdateEntity = opUpdateEntity;
1351
1334
  /**
1352
- * Close Fiscal Period
1353
- *
1335
+ * Create Taxonomy Block
1354
1336
  *
1337
+ * Create a taxonomy block atomically: one envelope carrying the taxonomy row plus its structures, elements, associations, and rules. Dispatches by `taxonomy_type` — `chart_of_accounts` (declarative tenant CoA) is live; `reporting_extension` / `custom_ontology` / `reporting_standard` land in later sub-phases.
1355
1338
  *
1356
1339
  * **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.
1357
1340
  */
1358
- const opClosePeriod = (options) => (options.client ?? client_gen_1.client).post({
1341
+ const opCreateTaxonomyBlock = (options) => (options.client ?? client_gen_1.client).post({
1359
1342
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1360
- url: '/extensions/roboledger/{graph_id}/operations/close-period',
1343
+ url: '/extensions/roboledger/{graph_id}/operations/create-taxonomy-block',
1361
1344
  ...options,
1362
1345
  headers: {
1363
1346
  'Content-Type': 'application/json',
1364
1347
  ...options.headers
1365
1348
  }
1366
1349
  });
1367
- exports.opClosePeriod = opClosePeriod;
1350
+ exports.opCreateTaxonomyBlock = opCreateTaxonomyBlock;
1368
1351
  /**
1369
- * Reopen Fiscal Period
1352
+ * Update Taxonomy Block
1370
1353
  *
1371
- * Decrements `closed_through` by one only the most recently closed period can be reopened.
1354
+ * Incrementally mutate a taxonomy block via typed delta lists (elements/structures/associations/rules to add, update, remove). Dispatches by the target taxonomy's stored `taxonomy_type`. Library-origin block types (`reporting_standard`) surface 501.
1372
1355
  *
1373
1356
  * **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.
1374
1357
  */
1375
- const opReopenPeriod = (options) => (options.client ?? client_gen_1.client).post({
1358
+ const opUpdateTaxonomyBlock = (options) => (options.client ?? client_gen_1.client).post({
1376
1359
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1377
- url: '/extensions/roboledger/{graph_id}/operations/reopen-period',
1360
+ url: '/extensions/roboledger/{graph_id}/operations/update-taxonomy-block',
1378
1361
  ...options,
1379
1362
  headers: {
1380
1363
  'Content-Type': 'application/json',
1381
1364
  ...options.headers
1382
1365
  }
1383
1366
  });
1384
- exports.opReopenPeriod = opReopenPeriod;
1367
+ exports.opUpdateTaxonomyBlock = opUpdateTaxonomyBlock;
1385
1368
  /**
1386
- * Create Taxonomy
1387
- *
1369
+ * Delete Taxonomy Block
1388
1370
  *
1371
+ * Delete a taxonomy block and return a thin confirmation. `cascade_facts=True` also deletes Fact rows that reference the taxonomy's elements; default False fails the delete if such facts exist. Library-origin block types surface 501.
1389
1372
  *
1390
1373
  * **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.
1391
1374
  */
1392
- const opCreateTaxonomy = (options) => (options.client ?? client_gen_1.client).post({
1375
+ const opDeleteTaxonomyBlock = (options) => (options.client ?? client_gen_1.client).post({
1393
1376
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1394
- url: '/extensions/roboledger/{graph_id}/operations/create-taxonomy',
1377
+ url: '/extensions/roboledger/{graph_id}/operations/delete-taxonomy-block',
1395
1378
  ...options,
1396
1379
  headers: {
1397
1380
  'Content-Type': 'application/json',
1398
1381
  ...options.headers
1399
1382
  }
1400
1383
  });
1401
- exports.opCreateTaxonomy = opCreateTaxonomy;
1384
+ exports.opDeleteTaxonomyBlock = opDeleteTaxonomyBlock;
1402
1385
  /**
1403
- * Create Structure
1386
+ * Link Entity to Taxonomy
1404
1387
  *
1405
- * Structures organize elements within a taxonomy. Types: `statement`, `mapping`, `schedule`, `presentation`, `calculation`.
1388
+ * Link the graph's entity to a taxonomy. Idempotent returns existing linkage if it already exists. CoA blocks auto-link at create time; use this only to switch the primary CoA or link a reporting extension / custom ontology explicitly.
1406
1389
  *
1407
1390
  * **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.
1408
1391
  */
1409
- const opCreateStructure = (options) => (options.client ?? client_gen_1.client).post({
1392
+ const opLinkEntityTaxonomy = (options) => (options.client ?? client_gen_1.client).post({
1410
1393
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1411
- url: '/extensions/roboledger/{graph_id}/operations/create-structure',
1394
+ url: '/extensions/roboledger/{graph_id}/operations/link-entity-taxonomy',
1412
1395
  ...options,
1413
1396
  headers: {
1414
1397
  'Content-Type': 'application/json',
1415
1398
  ...options.headers
1416
1399
  }
1417
1400
  });
1418
- exports.opCreateStructure = opCreateStructure;
1401
+ exports.opLinkEntityTaxonomy = opLinkEntityTaxonomy;
1419
1402
  /**
1420
- * Delete Mapping Association
1421
- *
1403
+ * Create Mapping Association
1422
1404
  *
1405
+ * Link a chart-of-accounts element to a US GAAP reporting concept.
1423
1406
  *
1424
1407
  * **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.
1425
1408
  */
1426
- const opDeleteMappingAssociation = (options) => (options.client ?? client_gen_1.client).post({
1409
+ const opCreateMappingAssociation = (options) => (options.client ?? client_gen_1.client).post({
1427
1410
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1428
- url: '/extensions/roboledger/{graph_id}/operations/delete-mapping-association',
1411
+ url: '/extensions/roboledger/{graph_id}/operations/create-mapping-association',
1429
1412
  ...options,
1430
1413
  headers: {
1431
1414
  'Content-Type': 'application/json',
1432
1415
  ...options.headers
1433
1416
  }
1434
1417
  });
1435
- exports.opDeleteMappingAssociation = opDeleteMappingAssociation;
1418
+ exports.opCreateMappingAssociation = opCreateMappingAssociation;
1436
1419
  /**
1437
- * Update Taxonomy
1420
+ * Delete Mapping Association
1421
+ *
1438
1422
  *
1439
- * Update mutable fields on a taxonomy. `taxonomy_type` is immutable.
1440
1423
  *
1441
1424
  * **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.
1442
1425
  */
1443
- const opUpdateTaxonomy = (options) => (options.client ?? client_gen_1.client).post({
1426
+ const opDeleteMappingAssociation = (options) => (options.client ?? client_gen_1.client).post({
1444
1427
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1445
- url: '/extensions/roboledger/{graph_id}/operations/update-taxonomy',
1428
+ url: '/extensions/roboledger/{graph_id}/operations/delete-mapping-association',
1446
1429
  ...options,
1447
1430
  headers: {
1448
1431
  'Content-Type': 'application/json',
1449
1432
  ...options.headers
1450
1433
  }
1451
1434
  });
1452
- exports.opUpdateTaxonomy = opUpdateTaxonomy;
1435
+ exports.opDeleteMappingAssociation = opDeleteMappingAssociation;
1453
1436
  /**
1454
- * Delete Taxonomy
1437
+ * Auto-Map Elements via AI (async)
1455
1438
  *
1456
- * Soft-delete a taxonomy (sets `is_active=false`). Historical references remain valid.
1439
+ * Dispatches to the background worker — returns a `pending` envelope immediately. Monitor via SSE at `/v1/operations/{operation_id}/stream`. Confidence thresholds: ≥0.90 auto-approved, 0.70–0.89 flagged for review, <0.70 skipped.
1457
1440
  *
1458
1441
  * **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.
1459
1442
  */
1460
- const opDeleteTaxonomy = (options) => (options.client ?? client_gen_1.client).post({
1443
+ const opAutoMapElements = (options) => (options.client ?? client_gen_1.client).post({
1461
1444
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1462
- url: '/extensions/roboledger/{graph_id}/operations/delete-taxonomy',
1445
+ url: '/extensions/roboledger/{graph_id}/operations/auto-map-elements',
1463
1446
  ...options,
1464
1447
  headers: {
1465
1448
  'Content-Type': 'application/json',
1466
1449
  ...options.headers
1467
1450
  }
1468
1451
  });
1469
- exports.opDeleteTaxonomy = opDeleteTaxonomy;
1452
+ exports.opAutoMapElements = opAutoMapElements;
1470
1453
  /**
1471
- * Link Entity to Taxonomy
1454
+ * Create Information Block
1472
1455
  *
1473
- * Link the graph's entity to a taxonomy (creates the ENTITY_HAS_TAXONOMY edge). Idempotent returns existing linkage if it already exists. Required after creating a CoA taxonomy so the platform knows which chart of accounts the entity reports under.
1456
+ * 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).
1474
1457
  *
1475
1458
  * **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.
1476
1459
  */
1477
- const opLinkEntityTaxonomy = (options) => (options.client ?? client_gen_1.client).post({
1460
+ const opCreateInformationBlock = (options) => (options.client ?? client_gen_1.client).post({
1478
1461
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1479
- url: '/extensions/roboledger/{graph_id}/operations/link-entity-taxonomy',
1462
+ url: '/extensions/roboledger/{graph_id}/operations/create-information-block',
1480
1463
  ...options,
1481
1464
  headers: {
1482
1465
  'Content-Type': 'application/json',
1483
1466
  ...options.headers
1484
1467
  }
1485
1468
  });
1486
- exports.opLinkEntityTaxonomy = opLinkEntityTaxonomy;
1469
+ exports.opCreateInformationBlock = opCreateInformationBlock;
1487
1470
  /**
1488
- * Update Structure
1471
+ * Update Information Block
1489
1472
  *
1490
- * Update mutable fields on a structure. `structure_type` and `taxonomy_id` are immutable.
1473
+ * 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.
1491
1474
  *
1492
1475
  * **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.
1493
1476
  */
1494
- const opUpdateStructure = (options) => (options.client ?? client_gen_1.client).post({
1477
+ const opUpdateInformationBlock = (options) => (options.client ?? client_gen_1.client).post({
1495
1478
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1496
- url: '/extensions/roboledger/{graph_id}/operations/update-structure',
1479
+ url: '/extensions/roboledger/{graph_id}/operations/update-information-block',
1497
1480
  ...options,
1498
1481
  headers: {
1499
1482
  'Content-Type': 'application/json',
1500
1483
  ...options.headers
1501
1484
  }
1502
1485
  });
1503
- exports.opUpdateStructure = opUpdateStructure;
1486
+ exports.opUpdateInformationBlock = opUpdateInformationBlock;
1504
1487
  /**
1505
- * Delete Structure
1488
+ * Delete Information Block
1506
1489
  *
1507
- * Soft-delete a structure (sets `is_active=false`). Associations referencing it are effectively orphaned.
1490
+ * 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.
1508
1491
  *
1509
1492
  * **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.
1510
1493
  */
1511
- const opDeleteStructure = (options) => (options.client ?? client_gen_1.client).post({
1494
+ const opDeleteInformationBlock = (options) => (options.client ?? client_gen_1.client).post({
1512
1495
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1513
- url: '/extensions/roboledger/{graph_id}/operations/delete-structure',
1496
+ url: '/extensions/roboledger/{graph_id}/operations/delete-information-block',
1514
1497
  ...options,
1515
1498
  headers: {
1516
1499
  'Content-Type': 'application/json',
1517
1500
  ...options.headers
1518
1501
  }
1519
1502
  });
1520
- exports.opDeleteStructure = opDeleteStructure;
1503
+ exports.opDeleteInformationBlock = opDeleteInformationBlock;
1521
1504
  /**
1522
- * Create Element
1505
+ * Evaluate Rules for an Information Block
1523
1506
  *
1524
- * Create an element within a taxonomy. For chart-of-accounts taxonomies this is how native accounts are added.
1507
+ * 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).
1525
1508
  *
1526
1509
  * **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.
1527
1510
  */
1528
- const opCreateElement = (options) => (options.client ?? client_gen_1.client).post({
1511
+ const opEvaluateRules = (options) => (options.client ?? client_gen_1.client).post({
1529
1512
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1530
- url: '/extensions/roboledger/{graph_id}/operations/create-element',
1513
+ url: '/extensions/roboledger/{graph_id}/operations/evaluate-rules',
1531
1514
  ...options,
1532
1515
  headers: {
1533
1516
  'Content-Type': 'application/json',
1534
1517
  ...options.headers
1535
1518
  }
1536
1519
  });
1537
- exports.opCreateElement = opCreateElement;
1520
+ exports.opEvaluateRules = opEvaluateRules;
1538
1521
  /**
1539
- * Update Element
1522
+ * Create Agent
1540
1523
  *
1541
- * Update mutable fields on an element. `taxonomy_id` and `source` are immutable. Reparenting cascades path/depth to descendants.
1524
+ * Create a counterparty record (customer, vendor, employee, etc.). The (source, external_id) pair is a dedup key — a second insert with the same pair returns 409. Use update-agent to patch fields.
1542
1525
  *
1543
1526
  * **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.
1544
1527
  */
1545
- const opUpdateElement = (options) => (options.client ?? client_gen_1.client).post({
1528
+ const opCreateAgent = (options) => (options.client ?? client_gen_1.client).post({
1546
1529
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1547
- url: '/extensions/roboledger/{graph_id}/operations/update-element',
1530
+ url: '/extensions/roboledger/{graph_id}/operations/create-agent',
1548
1531
  ...options,
1549
1532
  headers: {
1550
1533
  'Content-Type': 'application/json',
1551
1534
  ...options.headers
1552
1535
  }
1553
1536
  });
1554
- exports.opUpdateElement = opUpdateElement;
1537
+ exports.opCreateAgent = opCreateAgent;
1555
1538
  /**
1556
- * Delete Element
1539
+ * Update Agent
1557
1540
  *
1558
- * Soft-delete an element (sets `is_active=false`). Historical line items referencing it remain valid.
1541
+ * Patch counterparty fields. Only supplied fields are updated. Set is_active=false to deactivate (agents are never deleted — they are reference data referenced by events and transactions).
1559
1542
  *
1560
1543
  * **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.
1561
1544
  */
1562
- const opDeleteElement = (options) => (options.client ?? client_gen_1.client).post({
1545
+ const opUpdateAgent = (options) => (options.client ?? client_gen_1.client).post({
1563
1546
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1564
- url: '/extensions/roboledger/{graph_id}/operations/delete-element',
1547
+ url: '/extensions/roboledger/{graph_id}/operations/update-agent',
1565
1548
  ...options,
1566
1549
  headers: {
1567
1550
  'Content-Type': 'application/json',
1568
1551
  ...options.headers
1569
1552
  }
1570
1553
  });
1571
- exports.opDeleteElement = opDeleteElement;
1554
+ exports.opUpdateAgent = opUpdateAgent;
1572
1555
  /**
1573
- * Create Associations (Bulk)
1556
+ * Create Event Block
1574
1557
  *
1575
- * Create N associations in a single structure, atomically. Handles 50+ presentation arcs, 25+ calculation arcs, or a full table linkbase in one call. Any failed row rolls back the batch.
1558
+ * Persist a real-world business event. apply_handlers=False (default): capture-only, status='captured'. apply_handlers=True: resolves an event_handler, fires the template, creates GL entries atomically, status='classified'. Use preview-event-block to dry-run before committing.
1576
1559
  *
1577
1560
  * **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.
1578
1561
  */
1579
- const opCreateAssociations = (options) => (options.client ?? client_gen_1.client).post({
1562
+ const opCreateEventBlock = (options) => (options.client ?? client_gen_1.client).post({
1580
1563
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1581
- url: '/extensions/roboledger/{graph_id}/operations/create-associations',
1564
+ url: '/extensions/roboledger/{graph_id}/operations/create-event-block',
1582
1565
  ...options,
1583
1566
  headers: {
1584
1567
  'Content-Type': 'application/json',
1585
1568
  ...options.headers
1586
1569
  }
1587
1570
  });
1588
- exports.opCreateAssociations = opCreateAssociations;
1571
+ exports.opCreateEventBlock = opCreateEventBlock;
1589
1572
  /**
1590
- * Update Association
1573
+ * Update Event Block
1591
1574
  *
1592
- * Update mutable fields on an association. `from_element_id`, `to_element_id`, `association_type`, and `structure_id` are immutable delete and recreate instead.
1575
+ * 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.
1593
1576
  *
1594
1577
  * **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.
1595
1578
  */
1596
- const opUpdateAssociation = (options) => (options.client ?? client_gen_1.client).post({
1579
+ const opUpdateEventBlock = (options) => (options.client ?? client_gen_1.client).post({
1597
1580
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1598
- url: '/extensions/roboledger/{graph_id}/operations/update-association',
1581
+ url: '/extensions/roboledger/{graph_id}/operations/update-event-block',
1599
1582
  ...options,
1600
1583
  headers: {
1601
1584
  'Content-Type': 'application/json',
1602
1585
  ...options.headers
1603
1586
  }
1604
1587
  });
1605
- exports.opUpdateAssociation = opUpdateAssociation;
1588
+ exports.opUpdateEventBlock = opUpdateEventBlock;
1606
1589
  /**
1607
- * Delete Association
1590
+ * Create Event Handler
1608
1591
  *
1609
- * Hard-delete an association. Generalizes delete-mapping-association to all association types (presentation, calculation, mapping).
1592
+ * Define a rule that fires GL transactions when a matching event block is created with apply_handlers=True. Match criteria (event_type, event_category, match_source, match_agent_type, etc.) act as AND-joined filters — null fields match anything. The highest-priority matching handler wins. AI-suggested handlers (suggested_by='ai') require approval before they are eligible for matching.
1610
1593
  *
1611
1594
  * **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.
1612
1595
  */
1613
- const opDeleteAssociation = (options) => (options.client ?? client_gen_1.client).post({
1596
+ const opCreateEventHandler = (options) => (options.client ?? client_gen_1.client).post({
1614
1597
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1615
- url: '/extensions/roboledger/{graph_id}/operations/delete-association',
1598
+ url: '/extensions/roboledger/{graph_id}/operations/create-event-handler',
1616
1599
  ...options,
1617
1600
  headers: {
1618
1601
  'Content-Type': 'application/json',
1619
1602
  ...options.headers
1620
1603
  }
1621
1604
  });
1622
- exports.opDeleteAssociation = opDeleteAssociation;
1605
+ exports.opCreateEventHandler = opCreateEventHandler;
1623
1606
  /**
1624
- * Create Transaction
1607
+ * Update Event Handler
1625
1608
  *
1626
- * Create a standalone business-event Transaction without entries. Returns a transaction_id that can be passed to create-journal-entry to attach one or more journal entries to this event. Use this when a single event (invoice, payment, deposit) produces multiple entries over its lifecycle.
1609
+ * Patch an event handler's match criteria, template, priority, or active state. Pass approve=true to approve an AI-suggested handler; approve=false to revoke approval. Only supplied fields are updated.
1627
1610
  *
1628
1611
  * **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.
1629
1612
  */
1630
- const opCreateTransaction = (options) => (options.client ?? client_gen_1.client).post({
1613
+ const opUpdateEventHandler = (options) => (options.client ?? client_gen_1.client).post({
1631
1614
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1632
- url: '/extensions/roboledger/{graph_id}/operations/create-transaction',
1615
+ url: '/extensions/roboledger/{graph_id}/operations/update-event-handler',
1633
1616
  ...options,
1634
1617
  headers: {
1635
1618
  'Content-Type': 'application/json',
1636
1619
  ...options.headers
1637
1620
  }
1638
1621
  });
1639
- exports.opCreateTransaction = opCreateTransaction;
1622
+ exports.opUpdateEventHandler = opUpdateEventHandler;
1640
1623
  /**
1641
- * Create Journal Entry
1624
+ * Preview Event Block
1642
1625
  *
1643
- * Create a new draft journal entry with balanced line items. Enforces DR=CR at the validation layer. Entries are always created as drafts; posting happens via close-period or a future per-entry post op.
1626
+ * Dry-run: resolve the matching handler and evaluate the transaction template without writing any rows. Returns the matched handler + planned debit/credit lines + any validation errors. Use this before create-event-block(apply_handlers=True) to confirm the GL plan.
1644
1627
  *
1645
1628
  * **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.
1646
1629
  */
1647
- const opCreateJournalEntry = (options) => (options.client ?? client_gen_1.client).post({
1630
+ const opPreviewEventBlock = (options) => (options.client ?? client_gen_1.client).post({
1648
1631
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1649
- url: '/extensions/roboledger/{graph_id}/operations/create-journal-entry',
1632
+ url: '/extensions/roboledger/{graph_id}/operations/preview-event-block',
1650
1633
  ...options,
1651
1634
  headers: {
1652
1635
  'Content-Type': 'application/json',
1653
1636
  ...options.headers
1654
1637
  }
1655
1638
  });
1656
- exports.opCreateJournalEntry = opCreateJournalEntry;
1639
+ exports.opPreviewEventBlock = opPreviewEventBlock;
1657
1640
  /**
1658
1641
  * Update Journal Entry
1659
1642
  *
1660
- * Update a draft journal entry. Posted entries are immutable and must be corrected via reverse-journal-entry. If line_items is provided, existing line items are replaced atomically and the new set must balance.
1643
+ * Update a draft journal entry. Posted entries are immutable and must be corrected via `create-event-block(event_type='journal_entry_reversed')`. If line_items is provided, existing line items are replaced atomically and the new set must balance.
1661
1644
  *
1662
1645
  * **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.
1663
1646
  */
@@ -1689,175 +1672,56 @@ const opDeleteJournalEntry = (options) => (options.client ?? client_gen_1.client
1689
1672
  });
1690
1673
  exports.opDeleteJournalEntry = opDeleteJournalEntry;
1691
1674
  /**
1692
- * Reverse Journal Entry
1693
- *
1694
- * Reverse a posted journal entry by creating a new offsetting entry (debits ↔ credits) and marking the original as status='reversed'. Both entries stay in the ledger — the audit trail shows original + reversal side by side.
1695
- *
1696
- * **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.
1697
- */
1698
- const opReverseJournalEntry = (options) => (options.client ?? client_gen_1.client).post({
1699
- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1700
- url: '/extensions/roboledger/{graph_id}/operations/reverse-journal-entry',
1701
- ...options,
1702
- headers: {
1703
- 'Content-Type': 'application/json',
1704
- ...options.headers
1705
- }
1706
- });
1707
- exports.opReverseJournalEntry = opReverseJournalEntry;
1708
- /**
1709
- * Truncate Schedule (End Early)
1710
- *
1711
- * 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.
1712
- *
1713
- * **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.
1714
- */
1715
- const opTruncateSchedule = (options) => (options.client ?? client_gen_1.client).post({
1716
- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1717
- url: '/extensions/roboledger/{graph_id}/operations/truncate-schedule',
1718
- ...options,
1719
- headers: {
1720
- 'Content-Type': 'application/json',
1721
- ...options.headers
1722
- }
1723
- });
1724
- exports.opTruncateSchedule = opTruncateSchedule;
1725
- /**
1726
- * Create Closing Entry
1727
- *
1728
- * 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`).
1729
- *
1730
- * **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.
1731
- */
1732
- const opCreateClosingEntry = (options) => (options.client ?? client_gen_1.client).post({
1733
- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1734
- url: '/extensions/roboledger/{graph_id}/operations/create-closing-entry',
1735
- ...options,
1736
- headers: {
1737
- 'Content-Type': 'application/json',
1738
- ...options.headers
1739
- }
1740
- });
1741
- exports.opCreateClosingEntry = opCreateClosingEntry;
1742
- /**
1743
- * Create Manual Closing Entry
1744
- *
1745
- * 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.
1746
- *
1747
- * **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.
1748
- */
1749
- const opCreateManualClosingEntry = (options) => (options.client ?? client_gen_1.client).post({
1750
- security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1751
- url: '/extensions/roboledger/{graph_id}/operations/create-manual-closing-entry',
1752
- ...options,
1753
- headers: {
1754
- 'Content-Type': 'application/json',
1755
- ...options.headers
1756
- }
1757
- });
1758
- exports.opCreateManualClosingEntry = opCreateManualClosingEntry;
1759
- /**
1760
- * Create Information Block
1761
- *
1762
- * 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).
1763
- *
1764
- * **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
1675
+ * Set Close Target
1795
1676
  *
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.
1677
+ * Period format: YYYY-MM. The close target is the user-controlled goal date, distinct from `closed_through` (what's actually closed).
1797
1678
  *
1798
1679
  * **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
1680
  */
1800
- const opDeleteInformationBlock = (options) => (options.client ?? client_gen_1.client).post({
1681
+ const opSetCloseTarget = (options) => (options.client ?? client_gen_1.client).post({
1801
1682
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1802
- url: '/extensions/roboledger/{graph_id}/operations/delete-information-block',
1683
+ url: '/extensions/roboledger/{graph_id}/operations/set-close-target',
1803
1684
  ...options,
1804
1685
  headers: {
1805
1686
  'Content-Type': 'application/json',
1806
1687
  ...options.headers
1807
1688
  }
1808
1689
  });
1809
- exports.opDeleteInformationBlock = opDeleteInformationBlock;
1690
+ exports.opSetCloseTarget = opSetCloseTarget;
1810
1691
  /**
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).
1692
+ * Close Fiscal Period
1814
1693
  *
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
1694
  *
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
1695
  *
1832
1696
  * **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
1697
  */
1834
- const opCreateMappingAssociation = (options) => (options.client ?? client_gen_1.client).post({
1698
+ const opClosePeriod = (options) => (options.client ?? client_gen_1.client).post({
1835
1699
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1836
- url: '/extensions/roboledger/{graph_id}/operations/create-mapping-association',
1700
+ url: '/extensions/roboledger/{graph_id}/operations/close-period',
1837
1701
  ...options,
1838
1702
  headers: {
1839
1703
  'Content-Type': 'application/json',
1840
1704
  ...options.headers
1841
1705
  }
1842
1706
  });
1843
- exports.opCreateMappingAssociation = opCreateMappingAssociation;
1707
+ exports.opClosePeriod = opClosePeriod;
1844
1708
  /**
1845
- * Auto-Map Elements via AI (async)
1709
+ * Reopen Fiscal Period
1846
1710
  *
1847
- * Dispatches to the background worker — returns a `pending` envelope immediately. Monitor via SSE at `/v1/operations/{operation_id}/stream`. Confidence thresholds: ≥0.90 auto-approved, 0.70–0.89 flagged for review, <0.70 skipped.
1711
+ * Decrements `closed_through` by one only the most recently closed period can be reopened.
1848
1712
  *
1849
1713
  * **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.
1850
1714
  */
1851
- const opAutoMapElements = (options) => (options.client ?? client_gen_1.client).post({
1715
+ const opReopenPeriod = (options) => (options.client ?? client_gen_1.client).post({
1852
1716
  security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
1853
- url: '/extensions/roboledger/{graph_id}/operations/auto-map-elements',
1717
+ url: '/extensions/roboledger/{graph_id}/operations/reopen-period',
1854
1718
  ...options,
1855
1719
  headers: {
1856
1720
  'Content-Type': 'application/json',
1857
1721
  ...options.headers
1858
1722
  }
1859
1723
  });
1860
- exports.opAutoMapElements = opAutoMapElements;
1724
+ exports.opReopenPeriod = opReopenPeriod;
1861
1725
  /**
1862
1726
  * Create Report
1863
1727
  *